{"url":"https://nivawealth.com/firms/oppenheimer-and-249","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/249","regulatoryAum":36710705748,"crd":"249","secFileNumber":"801-887","legalName":"Oppenheimer & Co. Inc.","displayName":"Oppenheimer &","website":"http://www.oppenheimer.com","founded":null,"organization":"New York corporation","fiscalYearEnd":"December","headquarters":{"street":"85 Broad Street, 22nd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10004"},"tradeNames":[],"registration":{"secApproved":"9 February 1955","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":2806,"advisory":1219,"brokerDealerReps":1764,"insuranceAgents":675,"promoters":201},"aum":{"discretionary":14233267307,"discretionaryAccounts":20471,"nonDiscretionary":22477438441,"nonDiscretionaryAccounts":18565,"wrapProgram":26563422263,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":35818,"regulatoryAum":16849946908},{"label":"High-net-worth individuals","clients":1229,"regulatoryAum":5732597743},{"label":"Pension and profit-sharing plans","clients":267,"regulatoryAum":459588809},{"label":"Charitable organizations","clients":191,"regulatoryAum":420885664},{"label":"State or municipal government entities","clients":1,"regulatoryAum":94889},{"label":"Insurance companies","clients":12,"regulatoryAum":141814586},{"label":"Corporations and other businesses","clients":304,"regulatoryAum":2001921662},{"label":"Other","clients":1214,"regulatoryAum":11103855487}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Oppenheimer & Co. Inc.","shortName":"Oppenheimer &","location":"New York, NY","smaAssets":26337270635}],"custodyNote":"Oppenheimer & has custody of $26.34B for 38,316 clients.","otherCustodians":[],"leadership":[{"name":"Edward Patrick Harrington","title":"Executive Vice President - Private Client Services","crd":"2566682"},{"name":"Robert Steven Lowenthal","title":"CEO-President-Director","crd":"1639913"},{"name":"Leon E Molokie JR","title":"Executive Vice President - Chief Operations Officer","crd":"1743402"},{"name":"Brad Michael Watkins","title":"Director-Executive Vice President-CFO","crd":"6319251"},{"name":"Dominic Thomas Valentino","title":"Chief Compliance Officer","crd":"6940515"},{"name":"Thomas Edward Cassidy","title":"Managing Director/Director","crd":"4502955"},{"name":"Peter John Giordano","title":"Managing Director-Chief Administrative Officer","crd":"2921308"},{"name":"Albert Grinsfelder Lowenthal","title":"Executive Chairman-Director-Owns 100% of Phase II Fin'L","crd":"313519"},{"name":"Dennis Patrick McNamara","title":"E.V.P./Clo/Secretary","crd":"2938486"}],"ownership":[{"label":"Viner Finance Inc.","detail":"Parent co. in the 75% or more ownership band and a control person, since October 1983."},{"label":"Phase II Financial Inc.","detail":"Indirect owner: a owns class b voting stock of oppenheimer holdings. of Oppenheimer Holdings in the 75% or more band and a control person, since October 1985.","parent":"Oppenheimer Holdings"},{"label":"Albert Grinsfelder Lowenthal","detail":"Indirect owner: a owns 100% of Phase II Financial Inc. in the 75% or more band and a control person, since October 1985.","parent":"Phase II Financial Inc."},{"label":"Oppenheimer Holdings Inc.","detail":"Indirect owner: a common stock of E.A. Viner International Co. in the 75% or more band and a control person, since October 1983.","parent":"E.A. Viner International Co."},{"label":"E.A. Viner International Co.","detail":"Indirect owner: a holding co. of Viner Finance Inc. in the 75% or more band and a control person, since October 1983.","parent":"Viner Finance Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":109,"privateResidences":0},"listedOfficeAddresses":26,"officesByState":[{"state":"California","offices":3,"addresses":[{"street":"10880 Wilshire Boulevard","city":"Los Angeles"},{"street":"580 California Street","city":"San Francisco"},{"street":"620 Newport Center Drive","city":"Newport Beach"}]},{"state":"Connecticut","offices":1,"addresses":[{"street":"263 Tresser BLVD","city":"Stamford"}]},{"state":"District of Columbia","offices":1,"addresses":[{"street":"1801 K Street NW","city":"Washington"}]},{"state":"Florida","offices":4,"addresses":[{"street":"4221 West Boy Scout BLVD.","city":"Tampa"},{"street":"2811 Ponce De Leon Boulevard","city":"Coral Gables"},{"street":"100 South East 3rd Avenue","city":"Fort Lauderdale"},{"street":"11780 U.S. Highway 1","city":"North Palm Beach"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"Phipps Tower-3438 Peachtree RD Ne","city":"Atlanta"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"500 West Madison","city":"Chicago"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"255 State Street","city":"Boston"}]},{"state":"Michigan","offices":2,"addresses":[{"street":"950 Trade Centre Way","city":"Portage"},{"street":"385 S. Eton Street","city":"Birmingham"}]},{"state":"Missouri","offices":1,"addresses":[{"street":"One North Brentwood Boulevard","city":"ST. Louis"}]},{"state":"New Jersey","offices":2,"addresses":[{"street":"200 Park Avenue","city":"Florham Park"},{"street":"3 Harding Road","city":"Red Bank"}]},{"state":"New York","offices":4,"addresses":[{"street":"85 Broad Street, 22nd Floor","city":"New York","headquarters":true},{"street":"666 3rd Avenue","city":"New York"},{"street":"777 Third Avenue","city":"New York"},{"street":"2 Jericho Plaza","city":"Jericho"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"2700 Kelly Road","city":"Warrington"}]},{"state":"Texas","offices":2,"addresses":[{"street":"711 Louisiana Street","city":"Houston"},{"street":"13455 Noel Road, Two Galleria Tower","city":"Dallas"}]},{"state":"Washington","offices":2,"addresses":[{"street":"500 108th Avenue Ne","city":"Bellevue"},{"street":"701 Pike Street","city":"Seattle"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-668-8000","stateRegisteredReps":1135,"otherAdviserReps":5,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Commissions"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"5500","assetMix":[{"label":"Exchange-traded equity securities","percent":30},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":3},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":57},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":3,"detail":"Limited Partnerships, Equity Backed Units, CMO, MBS."}],"privateFunds":0},"sources":{"adv1FilingDate":"30 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/249/PDF/249.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Oppenheimer & have?","answer":"Oppenheimer & has 39,036 clients and manages $36.7 billion for them, as of September 2026. They include 35,818 other individuals, 1,229 high-net-worth individuals and 1,214 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oppenheimer & offer?","answer":"Oppenheimer & provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, 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":"Which custodians does Oppenheimer & use?","answer":"Oppenheimer &’s separately managed account assets are held at Oppenheimer & Co. Inc. (New York, NY), with $26,337,270,635. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oppenheimer & have?","answer":"Oppenheimer & has 1,135 investment adviser representatives registered with state securities authorities, out of 2,806 employees, and 1,219 perform investment advisory functions. 1,764 are registered representatives of a broker-dealer and 675 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 Oppenheimer & invest in?","answer":"At the end of its last fiscal year, Oppenheimer &’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 3% limited partnerships, equity backed units, cmo, mbs., 2% cash and equivalents, 1% state and local bonds and 1% derivatives. It advises no private funds of its own.","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 Oppenheimer &?","answer":"Oppenheimer & is owned through a chain of holding companies by Albert Grinsfelder Lowenthal and Oppenheimer Holdings Inc. Its direct owners are Viner Finance Inc. (75% or more) and Phase II Financial Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oppenheimer & get paid?","answer":"Oppenheimer & is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no 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"}}],"holdings":{"url":"https://nivawealth.com/firms/oppenheimer-and-249/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-03","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/822581/000082258126000002/0000822581-26-000002-index.html","totalValue":9367041869,"positionCount":1759,"top10Share":0.19496115919410972,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":327604422,"shares":1132169,"shareType":"SH","priorValue":280990958,"priorShares":1107179},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":273063696,"shares":732035,"shareType":"SH","priorValue":280397112,"priorShares":757482},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":250575508,"shares":1252314,"shareType":"SH","priorValue":211408552,"priorShares":1212205},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":192340142,"shares":806999,"shareType":"SH","priorValue":163102902,"priorShares":783132},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":162587979,"shares":460159,"shareType":"SH","priorValue":128993771,"priorShares":449675},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":162350332,"shares":454292,"shareType":"SH","priorValue":125709442,"priorShares":437159},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":126625319,"shares":386843,"shareType":"SH","priorValue":112650337,"priorShares":382956},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":117055281,"shares":309875,"shareType":"SH","priorValue":94562424,"priorShares":305523},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":107416587,"shares":190695,"shareType":"SH","priorValue":112132903,"priorShares":195992},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":106590075,"shares":213014,"shareType":"SH","priorValue":98406595,"priorShares":205356}],"positionsListed":200,"positions":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":327604422,"shares":1132169,"shareType":"SH","priorValue":280990958,"priorShares":1107179},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":273063696,"shares":732035,"shareType":"SH","priorValue":280397112,"priorShares":757482},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":250575508,"shares":1252314,"shareType":"SH","priorValue":211408552,"priorShares":1212205},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":192340142,"shares":806999,"shareType":"SH","priorValue":163102902,"priorShares":783132},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":162587979,"shares":460159,"shareType":"SH","priorValue":128993771,"priorShares":449675},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":162350332,"shares":454292,"shareType":"SH","priorValue":125709442,"priorShares":437159},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":126625319,"shares":386843,"shareType":"SH","priorValue":112650337,"priorShares":382956},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":117055281,"shares":309875,"shareType":"SH","priorValue":94562424,"priorShares":305523},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":107416587,"shares":190695,"shareType":"SH","priorValue":112132903,"priorShares":195992},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":106590075,"shares":213014,"shareType":"SH","priorValue":98406595,"priorShares":205356},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":100842616,"shares":136940,"shareType":"SH","priorValue":78337756,"priorShares":135725},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":94731508,"shares":126855,"shareType":"SH","priorValue":78444011,"priorShares":120620},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":94373551,"shares":78682,"shareType":"SH","priorValue":67864310,"priorShares":73784},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":87820988,"shares":93879,"shareType":"SH","priorValue":93363498,"priorShares":93698},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":83538186,"shares":280433,"shareType":"SH","priorValue":33847861,"priorShares":341725},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":81728942,"shares":658202,"shareType":"SH","priorValue":66616472,"priorShares":156230},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":78849130,"shares":105288,"shareType":"SH","priorValue":67972379,"priorShares":104059},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":76108403,"shares":71470,"shareType":"SH","priorValue":50701648,"priorShares":71566},{"issuer":"QUANTA SVCS INC","titleOfClass":"COM","cusip":"74762E102","value":72193371,"shares":100263,"shareType":"SH","priorValue":56280040,"priorShares":102510},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":71805986,"shares":104550,"shareType":"SH","priorValue":59295484,"priorShares":99231},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":67656454,"shares":160857,"shareType":"SH","priorValue":57995231,"priorShares":156006},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":66676269,"shares":114779,"shareType":"SH","priorValue":22663933,"priorShares":111409},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":61330972,"shares":128423,"shareType":"SH","priorValue":42596570,"priorShares":126044},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":61152019,"shares":178239,"shareType":"SH","priorValue":53924754,"priorShares":178417},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":60469987,"shares":236738,"shareType":"SH","priorValue":29653017,"priorShares":218085},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":59775001,"shares":59103,"shareType":"SH","priorValue":53822730,"priorShares":63621},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":57798906,"shares":630717,"shareType":"SH","priorValue":49120873,"priorShares":536020},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":56006151,"shares":48520,"shareType":"SH","priorValue":14127793,"priorShares":41818},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":55063727,"shares":486171,"shareType":"SH","priorValue":57573829,"priorShares":463259},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":53422656,"shares":692811,"shareType":"SH","priorValue":46714350,"priorShares":691757},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":50655781,"shares":143631,"shareType":"SH","priorValue":47265440,"priorShares":143712},{"issuer":"PLANET LABS PBC","titleOfClass":"COM CL A","cusip":"72703X106","value":49736081,"shares":1501240,"shareType":"SH","priorValue":54842484,"priorShares":1962164},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":46505209,"shares":183113,"shareType":"SH","priorValue":45506906,"priorShares":186168},{"issuer":"AST SPACEMOBILE INC","titleOfClass":"COM CL A","cusip":"00217D100","value":45903299,"shares":516580,"shareType":"SH","priorValue":52757694,"priorShares":636632},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":45779737,"shares":604034,"shareType":"SH","priorValue":42311733,"priorShares":602903},{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":45392720,"shares":70842,"shareType":"SH","priorValue":23364768,"priorShares":71091},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":44619340,"shares":123217,"shareType":"SH","priorValue":42166056,"priorShares":119841},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":42955322,"shares":289632,"shareType":"SH","priorValue":36435137,"priorShares":293099},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":42468603,"shares":361558,"shareType":"SH","priorValue":29052955,"priorShares":374442},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":40765428,"shares":161999,"shareType":"SH","priorValue":33942577,"priorShares":156065},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":40593998,"shares":119037,"shareType":"SH","priorValue":20686571,"priorShares":129033},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":38907559,"shares":105618,"shareType":"SH","priorValue":44672278,"priorShares":103819},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":38827212,"shares":113255,"shareType":"SH","priorValue":26461297,"priorShares":110260},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":36531240,"shares":261012,"shareType":"SH","priorValue":29020939,"priorShares":255894},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":35431452,"shares":83149,"shareType":"SH","priorValue":26690766,"priorShares":74624},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":35326588,"shares":186194,"shareType":"SH","priorValue":35354519,"priorShares":183279},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":34648266,"shares":253425,"shareType":"SH","priorValue":46109347,"priorShares":271775},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":34274907,"shares":44913,"shareType":"SH","priorValue":20686264,"priorShares":52986},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":33185700,"shares":45900,"shareType":"SH","priorValue":21159194,"priorShares":61907},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":33113584,"shares":328932,"shareType":"SH","priorValue":26410969,"priorShares":262378},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":32748591,"shares":259210,"shareType":"SH","priorValue":39447982,"priorShares":283045},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":31676794,"shares":61676,"shareType":"SH","priorValue":30205446,"priorShares":60452},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":31668905,"shares":271440,"shareType":"SH","priorValue":38210823,"priorShares":261217},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":30819260,"shares":185927,"shareType":"SH","priorValue":40468399,"priorShares":195594},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":30267006,"shares":99901,"shareType":"SH","priorValue":22470060,"priorShares":94563},{"issuer":"ISHARES TR","titleOfClass":"TRUST ISHARE 0-1","cusip":"464288679","value":30102156,"shares":272788,"shareType":"SH","priorValue":36025556,"priorShares":326348},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":29745159,"shares":116342,"shareType":"SH","priorValue":28917993,"priorShares":118429},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":28098433,"shares":493128,"shareType":"SH","priorValue":25929589,"priorShares":531889},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":27534151,"shares":313708,"shareType":"SH","priorValue":27395142,"priorShares":294952},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":27514831,"shares":187930,"shareType":"SH","priorValue":25677426,"priorShares":200417},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":26993864,"shares":313372,"shareType":"SH","priorValue":21884926,"priorShares":50104},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":26917936,"shares":225217,"shareType":"SH","priorValue":19012870,"priorShares":27250},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":26748634,"shares":631758,"shareType":"SH","priorValue":27833641,"priorShares":554455},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":26600005,"shares":22641,"shareType":"SH","priorValue":16182693,"priorShares":18539},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":26157873,"shares":93019,"shareType":"SH","priorValue":18778438,"priorShares":77472},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":26043289,"shares":119503,"shareType":"SH","priorValue":19672974,"priorShares":100270},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":24355881,"shares":109278,"shareType":"SH","priorValue":25222899,"priorShares":109765},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RBA INDL ETF","cusip":"33738R704","value":24000724,"shares":180118,"shareType":"SH","priorValue":17409077,"priorShares":157150},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":23759265,"shares":184897,"shareType":"SH","priorValue":22155614,"priorShares":184185},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":23269688,"shares":325906,"shareType":"SH","priorValue":33499622,"priorShares":348410},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":23074603,"shares":286392,"shareType":"SH","priorValue":20054928,"priorShares":69834},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":23072060,"shares":222103,"shareType":"SH","priorValue":21794224,"priorShares":224382},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":23065567,"shares":11594,"shareType":"SH","priorValue":16070539,"priorShares":12167},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":22953307,"shares":67859,"shareType":"SH","priorValue":20517218,"priorShares":67830},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":22479860,"shares":51877,"shareType":"SH","priorValue":9941172,"priorShares":46528},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":22272659,"shares":44988,"shareType":"SH","priorValue":16204150,"priorShares":45152},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":21937406,"shares":65520,"shareType":"SH","priorValue":16769565,"priorShares":66923},{"issuer":"ISHARES TR","titleOfClass":"IBOXX INV CP ETF","cusip":"464287242","value":21921870,"shares":200989,"shareType":"SH","priorValue":21424382,"priorShares":196572},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":21772013,"shares":643381,"shareType":"SH","priorValue":17193895,"priorShares":590247},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":21746050,"shares":72076,"shareType":"SH","priorValue":10558652,"priorShares":7171},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":21711678,"shares":267847,"shareType":"SH","priorValue":13837488,"priorShares":202658},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":21635266,"shares":147540,"shareType":"SH","priorValue":21508994,"priorShares":148913},{"issuer":"WISDOMTREE TR","titleOfClass":"US VALUE FD","cusip":"97717W547","value":21539719,"shares":211755,"shareType":"SH","priorValue":18734752,"priorShares":197770},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":21371185,"shares":378385,"shareType":"SH","priorValue":17619942,"priorShares":310867},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":21276533,"shares":298618,"shareType":"SH","priorValue":17537799,"priorShares":273686},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":21193644,"shares":43803,"shareType":"SH","priorValue":13239014,"priorShares":44657},{"issuer":"VALMONT INDS INC","titleOfClass":"COM","cusip":"920253101","value":21180592,"shares":36670,"shareType":"SH","priorValue":14742135,"priorShares":36895},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":21008221,"shares":113687,"shareType":"SH","priorValue":14276680,"priorShares":110861},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":20824983,"shares":55722,"shareType":"SH","priorValue":16095434,"priorShares":56720},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":19504078,"shares":809970,"shareType":"SH","priorValue":23351693,"priorShares":831613},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":19059817,"shares":86443,"shareType":"SH","priorValue":21942142,"priorShares":92865},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":18915335,"shares":160749,"shareType":"SH","priorValue":15281941,"priorShares":132898},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST UQ EQT","cusip":"33740F672","value":18712938,"shares":400877,"shareType":"SH","priorValue":17295675,"priorShares":398260},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":18679194,"shares":344571,"shareType":"SH","priorValue":18584313,"priorShares":343264},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":18635174,"shares":587675,"shareType":"SH","priorValue":19704567,"priorShares":642261},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":18535655,"shares":310532,"shareType":"SH","priorValue":16579513,"priorShares":306744},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":18434774,"shares":296379,"shareType":"SH","priorValue":18789583,"priorShares":300345},{"issuer":"KKR & CO INC","titleOfClass":"COM","cusip":"48251W104","value":18405745,"shares":200542,"shareType":"SH","priorValue":19808320,"priorShares":214144},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":18179887,"shares":134268,"shareType":"SH","priorValue":20778734,"priorShares":133806},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":18156033,"shares":251608,"shareType":"SH","priorValue":16037441,"priorShares":222959},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":18096438,"shares":211679,"shareType":"SH","priorValue":14413324,"priorShares":186919},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":17805237,"shares":93456,"shareType":"SH","priorValue":16357731,"priorShares":123083},{"issuer":"ISHARES TR","titleOfClass":"20 YR TR BD ETF","cusip":"464287432","value":17714631,"shares":204983,"shareType":"SH","priorValue":12437934,"priorShares":143476},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT LADD BUFF ETF","cusip":"33740F755","value":17576629,"shares":481156,"shareType":"SH","priorValue":15994924,"priorShares":473643},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":17459896,"shares":189596,"shareType":"SH","priorValue":17800783,"priorShares":192837},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":17183254,"shares":364052,"shareType":"SH","priorValue":13105557,"priorShares":326090},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":16772063,"shares":45325,"shareType":"SH","priorValue":14629898,"priorShares":45603},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":16763978,"shares":120060,"shareType":"SH","priorValue":6245940,"priorShares":141535},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":16541258,"shares":54570,"shareType":"SH","priorValue":13841686,"priorShares":52847},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":16355172,"shares":270781,"shareType":"SH","priorValue":14236749,"priorShares":273731},{"issuer":"MARTIN MARIETTA MATLS INC","titleOfClass":"COM","cusip":"573284106","value":16108961,"shares":27933,"shareType":"SH","priorValue":17402558,"priorShares":29562},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FIRST TR ENH NEW","cusip":"33739Q408","value":16026993,"shares":268324,"shareType":"SH","priorValue":9220766,"priorShares":154245},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":15965590,"shares":59064,"shareType":"SH","priorValue":18340961,"priorShares":59014},{"issuer":"ISHARES U S ETF TR","titleOfClass":"SHOR DURA BD ETF","cusip":"46431W507","value":15853591,"shares":312941,"shareType":"SH","priorValue":13716961,"priorShares":269833},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":15768797,"shares":52903,"shareType":"SH","priorValue":9973166,"priorShares":51371},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":15653935,"shares":565124,"shareType":"SH","priorValue":12769961,"priorShares":515958},{"issuer":"SERVICETITAN INC","titleOfClass":"SHS CL A","cusip":"81764X103","value":15451408,"shares":218518,"shareType":"SH","priorValue":13867152,"priorShares":218518},{"issuer":"LISTED FDS TR","titleOfClass":"ROUN MA SEVE ETF","cusip":"53656G498","value":15450261,"shares":240284,"shareType":"SH","priorValue":13579282,"priorShares":234368},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":15351403,"shares":70917,"shareType":"SH","priorValue":12714036,"priorShares":63880},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":15348109,"shares":417522,"shareType":"SH","priorValue":16105612,"priorShares":425624},{"issuer":"NEWMONT CORP","titleOfClass":"COM","cusip":"651639106","value":15114362,"shares":161824,"shareType":"SH","priorValue":17146367,"priorShares":158396},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":15111802,"shares":210032,"shareType":"SH","priorValue":13224924,"priorShares":200408},{"issuer":"PGIM ETF TR","titleOfClass":"PGIM ULTRA SH BD","cusip":"69344A107","value":14895077,"shares":300607,"shareType":"SH","priorValue":14280156,"priorShares":288488},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":14772472,"shares":60935,"shareType":"SH","priorValue":12740715,"priorShares":59628},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":14721356,"shares":28896,"shareType":"SH","priorValue":17888131,"priorShares":29597},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":14682037,"shares":254808,"shareType":"SH","priorValue":15410559,"priorShares":254090},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":14322192,"shares":183078,"shareType":"SH","priorValue":17072216,"priorShares":197025},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":14313572,"shares":104076,"shareType":"SH","priorValue":11728828,"priorShares":103694},{"issuer":"CAPITAL GROUP DIVIDEND VALUE","titleOfClass":"SHS CREAT UNIT","cusip":"14020W106","value":14296867,"shares":290115,"shareType":"SH","priorValue":11828885,"priorShares":278065},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":14270318,"shares":35930,"shareType":"SH","priorValue":12813725,"priorShares":40277},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":14160165,"shares":120769,"shareType":"SH","priorValue":13375733,"priorShares":121919},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":14067818,"shares":113049,"shareType":"SH","priorValue":15869545,"priorShares":80032},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":14006996,"shares":27938,"shareType":"SH","priorValue":14142793,"priorShares":28773},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR CONV ETF","cusip":"78464A359","value":13991154,"shares":129764,"shareType":"SH","priorValue":12091348,"priorShares":132117},{"issuer":"REGENERON PHARMACEUTICALS","titleOfClass":"COM","cusip":"75886F107","value":13798317,"shares":22129,"shareType":"SH","priorValue":17366629,"priorShares":22477},{"issuer":"CANADIAN PACIFIC KANSAS CITY","titleOfClass":"COM","cusip":"13646K108","value":13728133,"shares":158432,"shareType":"SH","priorValue":11896853,"priorShares":151244},{"issuer":"VISTRA CORP","titleOfClass":"COM","cusip":"92840M102","value":13653125,"shares":86069,"shareType":"SH","priorValue":11146068,"priorShares":74144},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":13379684,"shares":251924,"shareType":"SH","priorValue":18156239,"priorShares":296380},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":13353816,"shares":88144,"shareType":"SH","priorValue":15069611,"priorShares":94362},{"issuer":"XPO INC","titleOfClass":"COM","cusip":"983793100","value":13331327,"shares":64939,"shareType":"SH","priorValue":11975720,"priorShares":61556},{"issuer":"VANECK ETF TRUST","titleOfClass":"MRNGSTR WDE MOAT","cusip":"92189F643","value":12939693,"shares":124468,"shareType":"SH","priorValue":12269103,"priorShares":126878},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":12843844,"shares":80952,"shareType":"SH","priorValue":18032737,"priorShares":122998},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":12841913,"shares":24583,"shareType":"SH","priorValue":16693831,"priorShares":36041},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":12696652,"shares":86637,"shareType":"SH","priorValue":15080687,"priorShares":102513},{"issuer":"ARM HOLDINGS PLC","titleOfClass":"SPONSORED ADS","cusip":"042068205","value":12577307,"shares":35472,"shareType":"SH","priorValue":6450428,"priorShares":42639},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":12514591,"shares":35328,"shareType":"SH","priorValue":12198382,"priorShares":35541},{"issuer":"FREEPORT MCMORAN INC","titleOfClass":"CL B","cusip":"35671D857","value":12402411,"shares":197208,"shareType":"SH","priorValue":13643132,"priorShares":232105},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"CAP STRENGTH ETF","cusip":"33733E104","value":12277692,"shares":130725,"shareType":"SH","priorValue":12300254,"priorShares":132603},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":12262332,"shares":29503,"shareType":"SH","priorValue":8678633,"priorShares":32073},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":12119902,"shares":128158,"shareType":"SH","priorValue":6891054,"priorShares":72203},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524755","value":12047324,"shares":228342,"shareType":"SH","priorValue":10511289,"priorShares":214823},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":12030612,"shares":84042,"shareType":"SH","priorValue":11454424,"priorShares":87425},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":11962815,"shares":111282,"shareType":"SH","priorValue":8837475,"priorShares":89830},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":11929913,"shares":57070,"shareType":"SH","priorValue":9516754,"priorShares":57828},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":11878185,"shares":12309,"shareType":"SH","priorValue":7181744,"priorShares":18332},{"issuer":"ISHARES SILVER TR","titleOfClass":"ISHARES","cusip":"46428Q109","value":11862908,"shares":221861,"shareType":"SH","priorValue":16809661,"priorShares":246693},{"issuer":"OCCIDENTAL PETE CORP","titleOfClass":"COM","cusip":"674599105","value":11801830,"shares":242986,"shareType":"SH","priorValue":15811380,"priorShares":243252},{"issuer":"KINDER MORGAN INC DEL","titleOfClass":"COM","cusip":"49456B101","value":11801150,"shares":369132,"shareType":"SH","priorValue":12092896,"priorShares":360659},{"issuer":"APPLOVIN CORP","titleOfClass":"COM CL A","cusip":"03831W108","value":11698812,"shares":22706,"shareType":"SH","priorValue":9623242,"priorShares":24179},{"issuer":"WILLIAMS COS INC","titleOfClass":"COM","cusip":"969457100","value":11648037,"shares":156686,"shareType":"SH","priorValue":11480681,"priorShares":157745},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":11596500,"shares":91614,"shareType":"SH","priorValue":11682467,"priorShares":89220},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":11546868,"shares":62338,"shareType":"SH","priorValue":7585784,"priorShares":46904},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":11543281,"shares":26754,"shareType":"SH","priorValue":5416454,"priorShares":33001},{"issuer":"ISHARES TR","titleOfClass":"MSCI KOKUSAI ETF","cusip":"464288265","value":11502693,"shares":76787,"shareType":"SH","priorValue":10464217,"priorShares":78529},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":11412528,"shares":21992,"shareType":"SH","priorValue":10586459,"priorShares":21354},{"issuer":"THORNBURG ETF TR","titleOfClass":"INTL EQUITY ETF","cusip":"88521L306","value":11412486,"shares":330606,"shareType":"SH","priorValue":9796737,"priorShares":304341},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":11403995,"shares":111596,"shareType":"SH","priorValue":10112202,"priorShares":112872},{"issuer":"NOVO-NORDISK A S","titleOfClass":"ADR","cusip":"670100205","value":11158802,"shares":232766,"shareType":"SH","priorValue":8276468,"priorShares":225210},{"issuer":"SYNOPSYS INC","titleOfClass":"COM","cusip":"871607107","value":11062982,"shares":24801,"shareType":"SH","priorValue":9705830,"priorShares":24480},{"issuer":"VALERO ENERGY CORP","titleOfClass":"COM","cusip":"91913Y100","value":11047604,"shares":42419,"shareType":"SH","priorValue":11665635,"priorShares":47214},{"issuer":"WESCO INTL INC","titleOfClass":"COM","cusip":"95082P105","value":11046851,"shares":31980,"shareType":"SH","priorValue":8837926,"priorShares":32300},{"issuer":"XYLEM INC","titleOfClass":"COM","cusip":"98419M100","value":11017763,"shares":93205,"shareType":"SH","priorValue":10478955,"priorShares":87690},{"issuer":"PROSHARES TR","titleOfClass":"S&P 500 DV ARIST","cusip":"74348A467","value":11011067,"shares":196066,"shareType":"SH","priorValue":9897942,"priorShares":93368},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":10864486,"shares":48513,"shareType":"SH","priorValue":9743700,"priorShares":47956},{"issuer":"SUPER MICRO COMPUTER INC","titleOfClass":"COM NEW","cusip":"86800U302","value":10861720,"shares":370328,"shareType":"SH","priorValue":8692493,"priorShares":381752},{"issuer":"HA SUSTAINABLE INFRA CAP INC","titleOfClass":"COM","cusip":"41068X100","value":10704894,"shares":274133,"shareType":"SH","priorValue":10564449,"priorShares":287468},{"issuer":"NEBIUS GROUP N.V.","titleOfClass":"SHS CLASS A","cusip":"N97284108","value":10636964,"shares":38516,"shareType":"SH","priorValue":2010142,"priorShares":19373},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":10620425,"shares":513064,"shareType":"SH","priorValue":15183686,"priorShares":523756},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":10616884,"shares":58686,"shareType":"SH","priorValue":10389304,"priorShares":62836},{"issuer":"MOODYS CORP","titleOfClass":"COM","cusip":"615369105","value":10533560,"shares":23257,"shareType":"SH","priorValue":10161135,"priorShares":23292},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":10502360,"shares":129228,"shareType":"SH","priorValue":9889314,"priorShares":130037},{"issuer":"SLB LIMITED","titleOfClass":"COM STK","cusip":"806857108","value":10458855,"shares":224970,"shareType":"SH","priorValue":11638242,"priorShares":226469},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":10355312,"shares":38071,"shareType":"SH","priorValue":9164000,"priorShares":37771},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":10266242,"shares":215995,"shareType":"SH","priorValue":8702107,"priorShares":211988},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":10254766,"shares":237709,"shareType":"SH","priorValue":8788158,"priorShares":222880},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":10127330,"shares":44602,"shareType":"SH","priorValue":9111334,"priorShares":43151},{"issuer":"EQT CORP","titleOfClass":"COM","cusip":"26884L109","value":10099535,"shares":189948,"shareType":"SH","priorValue":10171008,"priorShares":159821},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"US MOMENTUM","cusip":"921935508","value":10094426,"shares":40457,"shareType":"SH"},{"issuer":"HARBOR ETF TRUST","titleOfClass":"COMM ALL WEA ETF","cusip":"41151J505","value":10061654,"shares":342933,"shareType":"SH","priorValue":10467208,"priorShares":337543},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":10055399,"shares":15852,"shareType":"SH","priorValue":8608914,"priorShares":15283},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP BIOT","cusip":"78464A870","value":9989373,"shares":63124,"shareType":"SH","priorValue":7290445,"priorShares":57077},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":9954130,"shares":42068,"shareType":"SH","priorValue":8903054,"priorShares":41398},{"issuer":"RBB FUND TRUST","titleOfClass":"FIRST EAGLE GBL","cusip":"75526L886","value":9945094,"shares":203293,"shareType":"SH","priorValue":8169211,"priorShares":173813},{"issuer":"AUTOZONE INC","titleOfClass":"COM","cusip":"053332102","value":9901022,"shares":3098,"shareType":"SH","priorValue":10217785,"priorShares":3025},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":9886526,"shares":64966,"shareType":"SH","priorValue":9459393,"priorShares":64817},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":9846923,"shares":39994,"shareType":"SH","priorValue":7678398,"priorShares":37310},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":9812217,"shares":55926,"shareType":"SH","priorValue":12100030,"priorShares":58204},{"issuer":"CASEYS GEN STORES INC","titleOfClass":"COM","cusip":"147528103","value":9767969,"shares":12290,"shareType":"SH","priorValue":8961412,"priorShares":12312},{"issuer":"ADVANCED DRAIN SYS INC DEL","titleOfClass":"COM","cusip":"00790R104","value":9752396,"shares":62133,"shareType":"SH","priorValue":5170761,"priorShares":37707},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":9671786,"shares":32191,"shareType":"SH","priorValue":8432496,"priorShares":34002}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth 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."}