{"url":"https://nivawealth.com/firms/guardian-asset-advisors-144958","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144958","regulatoryAum":278314238,"crd":"144958","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3091792","suffix":null,"lastName":"GIORDANO","firstName":"JASON","middleName":"MOORE"},{"crd":"2872682","suffix":null,"lastName":"GUTSHALL","firstName":"DARREN","middleName":"BRADLEY"},{"crd":"4654771","suffix":null,"lastName":"HAHNLEN","firstName":"CRAIG","middleName":"A"},{"crd":"2185613","suffix":"III","lastName":"KIRSCHNER","firstName":"JOHN","middleName":"HAROLD"},{"crd":"7307807","suffix":null,"lastName":"Marrazzo","firstName":"Anthony","middleName":"David"},{"crd":"1713924","suffix":null,"lastName":"MARRAZZO","firstName":"DAVID","middleName":"WILLIAM"},{"crd":"1734345","suffix":"JR","lastName":"MARRAZZO","firstName":"JOSEPH","middleName":"G"},{"crd":"6909915","suffix":null,"lastName":"Marrazzo","firstName":"Matthew","middleName":"Robert"},{"crd":"5864626","suffix":null,"lastName":"NOGGLE","firstName":"DAVID","middleName":"LEE"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-01","regulatoryAum":110050831,"clients":460,"employees":7,"offices":3},{"filedOn":"2022-06-02","regulatoryAum":192837521,"clients":680,"employees":7,"offices":5},{"filedOn":"2023-02-23","regulatoryAum":163862011,"clients":1144,"employees":7,"offices":5},{"filedOn":"2024-07-16","regulatoryAum":200530569,"clients":813,"employees":7,"offices":5},{"filedOn":"2025-06-04","regulatoryAum":245593025,"clients":822,"employees":8,"offices":5},{"filedOn":"2026-08-03","regulatoryAum":278314238,"clients":1201,"employees":8,"offices":5}],"secFileNumber":"801-120536","legalName":"Guardian Asset Advisors, LLC","displayName":"Guardian Asset Advisors","slug":"guardian-asset-advisors-144958","website":"https://guardianassetadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5000 Ritter RD, Suite 202","city":"Mechanicsburg","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"17055"},"tradeNames":["Guardian Asset Advisors LLC","Marrazzo & Associates Financial Group","Sentinel Integrated Planning"],"registration":{"secApproved":"15 March 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":228155.14715719063,"staff":{"employees":8,"advisory":8,"brokerDealerReps":8,"insuranceAgents":7,"promoters":0},"aum":{"regulatory":278314238,"discretionary":271408110,"discretionaryAccounts":1283,"nonDiscretionary":6906128,"nonDiscretionaryAccounts":26,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1099,"regulatoryAum":166563422},{"label":"High-net-worth individuals","clients":97,"regulatoryAum":106310134},{"label":"Charitable organizations","clients":4,"fewerThan5":true,"regulatoryAum":4236940},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":1203742}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050950","versionId":1050950,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-07","documentName":"GAA - ADV PART 2A - FIRM BROCHURE","fee_rate_low":0.75,"fee_rate_high":2.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning & Consulting","summary":"Billed hourly up to $350 or as a flat fee up to $15,000, based on scope, with a retainer of 50% of the fee at signing.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050950","versionId":1050950,"submittedOn":"2026-07-07","documentName":"GAA - ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:16:48.497392+00:00","documents":[{"name":"GAA - ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050950","versionId":1050950,"submittedOn":"2026-07-07"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, NE","smaAssets":272607091}],"custodyNote":"Guardian Asset Advisors has custody of $253M in client assets for 1,126 clients.","leadership":[{"name":"David Marrazzo","title":"Managing Member and Chief Compliance Officer","crd":"1713924"}],"ownership":[{"label":"David Marrazzo","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since August 2007."}],"filedOffices":{"otherThanPrincipal":4,"privateResidences":1},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":4,"addresses":[{"street":"5000 Ritter RD, Suite 202","city":"Mechanicsburg","headquarters":true},{"street":"501 S Arlington Ave.","city":"Harrisburg"},{"street":"975 Berkshire BLVD #104","city":"Wyomissing"},{"street":"1249 Cocoa Ave","city":"Hershey"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"717-691-3003","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":43},{"label":"Securities issued by registered investment companies or business development companies","percent":46},{"label":"Cash and cash equivalents","percent":11}],"privateFunds":0},"sources":{"adv1FilingDate":"3 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/144958/PDF/144958.pdf","brochureDate":"7 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050950","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Guardian Asset Advisors have?","answer":"Guardian Asset Advisors has 1,201 clients and manages $278 million for them, as of August 2026. They include 1,099 individual clients, 97 high-net-worth individuals and 4 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Guardian Asset Advisors offer?","answer":"Guardian Asset Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Guardian Asset Advisors charge?","answer":"Guardian Asset Advisors charges 0.75%–2.50% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"GAA - ADV PART 2A - FIRM BROCHURE, filed 7 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Guardian Asset Advisors use?","answer":"Guardian Asset Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, NE), with $273M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Guardian Asset Advisors have?","answer":"Guardian Asset Advisors has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Guardian Asset Advisors invest in?","answer":"At the end of its last fiscal year, Guardian Asset Advisors’ separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 43% exchange-traded equities and 11% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Guardian Asset Advisors?","answer":"Guardian Asset Advisors’ direct owner is David Marrazzo (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Guardian Asset Advisors get paid?","answer":"Guardian Asset Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Guardian Asset Advisors registered with the SEC?","answer":"Yes, Guardian Asset Advisors has been registered with the SEC as an investment adviser since 15 March 2021. Its CRD number is 144958 and its SEC file number is 801-120536.","source":"Form ADV Part 1A, Item 1, filed 3 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Guardian Asset Advisors?","answer":"Guardian Asset Advisors’ main office is at 5000 Ritter RD, Suite 202, Mechanicsburg, PA 17055. Its phone number is 717-691-3003. Its website is guardianassetadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/guardian-asset-advisors-144958/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-21","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2021272/000202127226000003/0002021272-26-000003-index.html","totalValue":216870086,"positionCount":124,"top10Share":0.4608233382634431,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":25443538,"shares":87904,"shareType":"SH","priorValue":21728109,"priorShares":85593},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":11315684,"shares":128758,"shareType":"SH","priorValue":9157229,"priorShares":119639},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":11295776,"shares":56448,"shareType":"SH","priorValue":9248059,"priorShares":53027},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":11082790,"shares":36547,"shareType":"SH","priorValue":8937533,"priorShares":37610},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":10723510,"shares":44992,"shareType":"SH","priorValue":8927591,"priorShares":42865},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":7808847,"shares":233376,"shareType":"SH","priorValue":7053581,"priorShares":210299},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP MOMNTUM","cusip":"46137V464","value":6255060,"shares":36761,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":5725002,"shares":11441,"shareType":"SH","priorValue":2442477,"priorShares":5097},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":5612073,"shares":15019,"shareType":"SH","priorValue":4770456,"priorShares":12875},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":4676517,"shares":13958,"shareType":"SH","priorValue":2963670,"priorShares":11826}],"positionsListed":124,"positions":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":25443538,"shares":87904,"shareType":"SH","priorValue":21728109,"priorShares":85593},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":11315684,"shares":128758,"shareType":"SH","priorValue":9157229,"priorShares":119639},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":11295776,"shares":56448,"shareType":"SH","priorValue":9248059,"priorShares":53027},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":11082790,"shares":36547,"shareType":"SH","priorValue":8937533,"priorShares":37610},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":10723510,"shares":44992,"shareType":"SH","priorValue":8927591,"priorShares":42865},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":7808847,"shares":233376,"shareType":"SH","priorValue":7053581,"priorShares":210299},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP MOMNTUM","cusip":"46137V464","value":6255060,"shares":36761,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":5725002,"shares":11441,"shareType":"SH","priorValue":2442477,"priorShares":5097},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":5612073,"shares":15019,"shareType":"SH","priorValue":4770456,"priorShares":12875},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":4676517,"shares":13958,"shareType":"SH","priorValue":2963670,"priorShares":11826},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":4577008,"shares":40399,"shareType":"SH","priorValue":4213948,"priorShares":33907},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":4367606,"shares":45280,"shareType":"SH","priorValue":261712,"priorShares":2822},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":3845934,"shares":3207,"shareType":"SH","priorValue":3034021,"priorShares":3295},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"SR LN ETF","cusip":"46138G508","value":3791210,"shares":186120,"shareType":"SH","priorValue":3402350,"priorShares":166701},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":3696855,"shares":46778,"shareType":"SH","priorValue":3196651,"priorShares":40323},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":3679688,"shares":10399,"shareType":"SH","priorValue":3696139,"priorShares":12868},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":3482137,"shares":29846,"shareType":"SH","priorValue":3594411,"priorShares":24572},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":3406178,"shares":28498,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":3079030,"shares":4112,"shareType":"SH","priorValue":1500385,"priorShares":2297},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":2928363,"shares":2492,"shareType":"SH","priorValue":1379308,"priorShares":1580},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":2807395,"shares":82953,"shareType":"SH","priorValue":1114316,"priorShares":38251},{"issuer":"ISHARES TR","titleOfClass":"0-5YR HI YL CP","cusip":"46434V407","value":2519038,"shares":59397,"shareType":"SH","priorValue":2436961,"priorShares":57598},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":2219927,"shares":5278,"shareType":"SH","priorValue":1771787,"priorShares":4766},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":2213952,"shares":2963,"shareType":"SH","priorValue":1490513,"priorShares":2288},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ CYB ETF","cusip":"33734X846","value":2200159,"shares":24486,"shareType":"SH"},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":2072466,"shares":28230,"shareType":"SH","priorValue":1646032,"priorShares":22353},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":2019852,"shares":6156,"shareType":"SH","priorValue":1424280,"priorShares":4838},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":2010972,"shares":1888,"shareType":"SH","priorValue":1315088,"priorShares":1856},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":1885552,"shares":8652,"shareType":"SH","priorValue":839945,"priorShares":4280},{"issuer":"ISHARES TR","titleOfClass":"EXPANDED TECH","cusip":"464287515","value":1848545,"shares":20400,"shareType":"SH","priorValue":1660718,"priorShares":20746},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"AEROSPACE DEFN","cusip":"46137V100","value":1770455,"shares":10027,"shareType":"SH","priorValue":1679406,"priorShares":10133},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":1709261,"shares":18519,"shareType":"SH","priorValue":1542809,"priorShares":16417},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL VLU FT","cusip":"46435G409","value":1687698,"shares":40354,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":1386251,"shares":2109,"shareType":"SH","priorValue":709322,"priorShares":1848},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1385601,"shares":5460,"shareType":"SH","priorValue":1266635,"priorShares":5184},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":1362526,"shares":5023,"shareType":"SH","priorValue":1610386,"priorShares":5181},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR CONV ETF","cusip":"78464A359","value":1360339,"shares":12615,"shareType":"SH","priorValue":462460,"priorShares":5053},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":1347986,"shares":1168,"shareType":"SH","priorValue":270273,"priorShares":800},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1340833,"shares":18820,"shareType":"SH","priorValue":694673,"priorShares":10839},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":1298123,"shares":40938,"shareType":"SH","priorValue":2065372,"priorShares":67320},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":1227368,"shares":1666,"shareType":"SH","priorValue":1053841,"priorShares":1824},{"issuer":"IRON MTN INC DEL","titleOfClass":"COM","cusip":"46284V101","value":1202536,"shares":9524,"shareType":"SH","priorValue":1114389,"priorShares":10911},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":1169745,"shares":3318,"shareType":"SH","priorValue":1066600,"priorShares":3244},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":1076233,"shares":1907,"shareType":"SH","priorValue":752129,"priorShares":1312},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR SVC ETF","cusip":"81369Y852","value":988591,"shares":9227,"shareType":"SH","priorValue":1990131,"priorShares":17959},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":984585,"shares":1882,"shareType":"SH","priorValue":6059409,"priorShares":13075},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":946736,"shares":12277,"shareType":"SH","priorValue":6206823,"priorShares":91912},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":935610,"shares":1226,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR CORPO ETF","cusip":"78464A144","value":917952,"shares":31610,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":903998,"shares":11220,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":895203,"shares":3692,"shareType":"SH","priorValue":783741,"priorShares":3583},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":886802,"shares":3528,"shareType":"SH","priorValue":874824,"priorShares":4022},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":882115,"shares":16454,"shareType":"SH","priorValue":1918533,"priorShares":38861},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":858836,"shares":4896,"shareType":"SH","priorValue":906696,"priorShares":4362},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":857747,"shares":2295,"shareType":"SH","priorValue":541258,"priorShares":1907},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":842195,"shares":3297,"shareType":"SH","priorValue":390556,"priorShares":2873},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":820601,"shares":13193,"shareType":"SH","priorValue":815654,"priorShares":13038},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":750131,"shares":3047,"shareType":"SH","priorValue":551353,"priorShares":2650},{"issuer":"ISHARES TR","titleOfClass":"FUTU AI TECH ETF","cusip":"46435U556","value":734848,"shares":9648,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":731993,"shares":10252,"shareType":"SH"},{"issuer":"CELESTICA INC","titleOfClass":"COM","cusip":"15101Q207","value":727776,"shares":1995,"shareType":"SH","priorValue":387311,"priorShares":1375},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":701170,"shares":3088,"shareType":"SH","priorValue":637681,"priorShares":3020},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":655833,"shares":12098,"shareType":"SH","priorValue":654986,"priorShares":12098},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":654983,"shares":1778,"shareType":"SH","priorValue":770652,"priorShares":1791},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":653770,"shares":9060,"shareType":"SH","priorValue":636601,"priorShares":8850},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":647300,"shares":1713,"shareType":"SH","priorValue":298368,"priorShares":964},{"issuer":"ISHARES TR","titleOfClass":"INTL DIV GRWTH","cusip":"46435G524","value":625061,"shares":7110,"shareType":"SH","priorValue":578992,"priorShares":6912},{"issuer":"VANGUARD WORLD FD","titleOfClass":"CONSUM STP ETF","cusip":"92204A207","value":600475,"shares":2665,"shareType":"SH","priorValue":591214,"priorShares":2634},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":591636,"shares":10259,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":591226,"shares":3592,"shareType":"SH","priorValue":573482,"priorShares":3934},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":588839,"shares":5157,"shareType":"SH","priorValue":646725,"priorShares":5452},{"issuer":"CHENIERE ENERGY INC","titleOfClass":"COM NEW","cusip":"16411R208","value":579359,"shares":2423,"shareType":"SH","priorValue":721939,"priorShares":2544},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":561236,"shares":11138,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":555039,"shares":6161,"shareType":"SH","priorValue":459330,"priorShares":6109},{"issuer":"PROLOGIS INC.","titleOfClass":"COM","cusip":"74340W103","value":537515,"shares":3968,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":534136,"shares":2884,"shareType":"SH","priorValue":523340,"priorShares":3235},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":493478,"shares":4472,"shareType":"SH","priorValue":428273,"priorShares":4404},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":476355,"shares":8969,"shareType":"SH","priorValue":318847,"priorShares":5205},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":474185,"shares":1157,"shareType":"SH","priorValue":407982,"priorShares":1144},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":465662,"shares":3141,"shareType":"SH","priorValue":2342737,"priorShares":18848},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":451502,"shares":1263,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR UTIL ETF","cusip":"81369Y886","value":417924,"shares":9218,"shareType":"SH"},{"issuer":"INVESTMENT MANAGERS SER TR I","titleOfClass":"FPA GBL EQTY ETF","cusip":"30254T577","value":414471,"shares":10326,"shareType":"SH"},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":412832,"shares":4704,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":406436,"shares":9162,"shareType":"SH","priorValue":334476,"priorShares":8607},{"issuer":"CHURCH & DWIGHT CO INC","titleOfClass":"COM","cusip":"171340102","value":398180,"shares":4110,"shareType":"SH","priorValue":379422,"priorShares":4065},{"issuer":"VERTEX PHARMACEUTICALS INC","titleOfClass":"COM","cusip":"92532F100","value":396890,"shares":799,"shareType":"SH","priorValue":343839,"priorShares":770},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":391720,"shares":18924,"shareType":"SH","priorValue":544247,"priorShares":18774},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":391662,"shares":4818,"shareType":"SH","priorValue":368255,"priorShares":4844},{"issuer":"VISTRA CORP","titleOfClass":"COM","cusip":"92840M102","value":374954,"shares":2363,"shareType":"SH","priorValue":287218,"priorShares":1910},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":353663,"shares":10159,"shareType":"SH","priorValue":237178,"priorShares":7776},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":346203,"shares":1231,"shareType":"SH"},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 HDL VOL","cusip":"46138E362","value":331431,"shares":6519,"shareType":"SH","priorValue":348970,"priorShares":7033},{"issuer":"WISDOMTREE TR","titleOfClass":"FLOATNG RAT TREA","cusip":"97717Y527","value":330383,"shares":6561,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":319503,"shares":550,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":316877,"shares":1059,"shareType":"SH","priorValue":298987,"priorShares":1098},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":315621,"shares":2687,"shareType":"SH","priorValue":213755,"priorShares":2755},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":309935,"shares":1677,"shareType":"SH","priorValue":240140,"priorShares":1864},{"issuer":"ISHARES SILVER TR","titleOfClass":"ISHARES","cusip":"46428Q109","value":306334,"shares":5729,"shareType":"SH","priorValue":347787,"priorShares":5104},{"issuer":"ETFIS SER TR I","titleOfClass":"INFRAC ACT MLP","cusip":"26923G772","value":295417,"shares":6397,"shareType":"SH","priorValue":318270,"priorShares":6907},{"issuer":"ISHARES INC","titleOfClass":"US PWR INFRA ETF","cusip":"464286343","value":292254,"shares":10455,"shareType":"SH","priorValue":377435,"priorShares":14390},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":288728,"shares":1309,"shareType":"SH","priorValue":344843,"priorShares":1167},{"issuer":"PPG INDS INC","titleOfClass":"COM","cusip":"693506107","value":285657,"shares":2355,"shareType":"SH","priorValue":245854,"priorShares":2300},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":280884,"shares":1274,"shareType":"SH","priorValue":343309,"priorShares":1453},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":278508,"shares":1630,"shareType":"SH"},{"issuer":"CAPITAL GROUP CORE BALANCED","titleOfClass":"SHS","cusip":"14021D107","value":277114,"shares":7300,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":276364,"shares":3646,"shareType":"SH","priorValue":211022,"priorShares":3007},{"issuer":"VANGUARD WORLD FD","titleOfClass":"UTILITIES ETF","cusip":"92204A876","value":276155,"shares":1411,"shareType":"SH","priorValue":225079,"priorShares":1136},{"issuer":"ISHARES TR","titleOfClass":"US HOME CONS ETF","cusip":"464288752","value":270024,"shares":2579,"shareType":"SH","priorValue":414253,"priorShares":4561},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":267550,"shares":11111,"shareType":"SH","priorValue":325519,"priorShares":11593},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":258615,"shares":4174,"shareType":"SH"},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":249505,"shares":2412,"shareType":"SH"},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":246001,"shares":3157,"shareType":"SH","priorValue":234996,"priorShares":2997},{"issuer":"ISHARES TR","titleOfClass":"SHRT NAT MUN ETF","cusip":"464288158","value":245883,"shares":2309,"shareType":"SH","priorValue":392135,"priorShares":3681},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":244797,"shares":481,"shareType":"SH","priorValue":302667,"priorShares":501},{"issuer":"PPL CORP","titleOfClass":"COM","cusip":"69351T106","value":239744,"shares":6596,"shareType":"SH","priorValue":250396,"priorShares":6555},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NAT GAS ETF","cusip":"33733E807","value":237576,"shares":8929,"shareType":"SH","priorValue":454014,"priorShares":14325},{"issuer":"COMFORT SYS USA INC","titleOfClass":"COM","cusip":"199908104","value":231905,"shares":117,"shareType":"SH"},{"issuer":"GLOBAL X FDS","titleOfClass":"CYBRSCURTY ETF","cusip":"37954Y384","value":229856,"shares":6018,"shareType":"SH","priorValue":353975,"priorShares":14093},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP BIOT","cusip":"78464A870","value":218411,"shares":1380,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":209874,"shares":1949,"shareType":"SH","priorValue":353007,"priorShares":3326},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P SMLCP MOMENT","cusip":"46137V498","value":208140,"shares":2222,"shareType":"SH"},{"issuer":"ISHARES U S ETF TR","titleOfClass":"U.S. TECH INDEPD","cusip":"46431W648","value":203950,"shares":1899,"shareType":"SH"},{"issuer":"MERIT MED SYS INC","titleOfClass":"COM","cusip":"589889104","value":202057,"shares":2914,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}