{"url":"https://nivawealth.com/firms/premier-private-wealth-management-331860","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331860","regulatoryAum":126301962,"crd":"331860","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7904574","suffix":null,"lastName":"Barrios","firstName":"Angela","middleName":"Sanders"},{"crd":"6802898","suffix":null,"lastName":"Brizendine","firstName":"Evelyn","middleName":"Theresa"},{"crd":"5869457","suffix":null,"lastName":"MARSH","firstName":"ROBERT","middleName":"EDWARD"},{"crd":"5985102","suffix":null,"lastName":"ROSS","firstName":"GARY","middleName":"SCOTT"}],"total":4,"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":"2024-06-04","regulatoryAum":0,"clients":0,"employees":4,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":113708439,"clients":471,"employees":2,"offices":2},{"filedOn":"2026-02-24","regulatoryAum":126301962,"clients":700,"employees":4,"offices":2}],"secFileNumber":"801-130602","legalName":"Premier Private Wealth Management, LLC","displayName":"Premier Private Wealth Management","slug":"premier-private-wealth-management-331860","website":"https://premierprivatewealthmgt.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1025 Ohio Avenue","city":"Palm Harbor","state":"FL","stateName":"Florida","country":"United States","postalCode":"34683"},"tradeNames":[],"registration":{"secApproved":"25 July 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":179901.7564469914,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":126301962,"discretionary":126301962,"discretionaryAccounts":698,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":685,"regulatoryAum":104015813},{"label":"High-net-worth individuals","clients":13,"regulatoryAum":21555613},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":86879},{"label":"State or municipal government entities","clients":1,"fewerThan5":true,"regulatoryAum":643657}],"feePrograms":[{"role":"main","program":"Investment and Wealth Management Services","feeBasis":"marginal","fee_tiers":[{"to":300000,"pct":1.5,"from":0},{"to":1000000,"pct":1.25,"from":300000},{"to":3000000,"pct":1,"from":1000000},{"to":null,"pct":0.75,"from":3000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011527","versionId":1011527,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-24","documentName":"PREMIER PRIVATE WEALTH MANAGEMENT FORM ADV","fee_rate_low":0.75,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Billed by project, fixed fee or hourly at $200 to $300 an hour, with a $2,000 minimum fee and a retainer due on entry.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011527","versionId":1011527,"submittedOn":"2026-02-24","documentName":"PREMIER PRIVATE WEALTH MANAGEMENT FORM ADV"},{"role":"other","program":"Retirement plan sponsor consulting","summary":"Plan sponsors pay a flat, hourly or asset-based fee for fiduciary and non-fiduciary consulting, generally billed monthly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011527","versionId":1011527,"submittedOn":"2026-02-24","documentName":"PREMIER PRIVATE WEALTH MANAGEMENT FORM ADV"},{"role":"other","program":"Tax preparation","summary":"Billed separately: $300 for a basic individual Form 1040, plus $100 for multiple investment accounts and $200 for complex returns; business returns $750.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011527","versionId":1011527,"submittedOn":"2026-02-24","documentName":"PREMIER PRIVATE WEALTH MANAGEMENT FORM ADV"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:47:10.177051+00:00","documents":[{"name":"PREMIER PRIVATE WEALTH MANAGEMENT FORM ADV","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011527","versionId":1011527,"submittedOn":"2026-02-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":126301962}],"custodyNote":"Premier Private Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Gary Ross","title":"Member/Chief Compliance Officer","crd":"5985102"},{"name":"Robert Marsh","title":"Member","crd":"5869457"}],"ownership":[{"label":"Robert Marsh","detail":"Member in the 50% to 75% ownership band and a control person, since May 2024."},{"label":"Gary Ross","detail":"Member/chief compliance officer in the 50% to 75% ownership band and a control person, since May 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1025 Ohio Avenue","city":"Palm Harbor","headquarters":true}]},{"state":"Georgia","offices":1,"addresses":[{"street":"2005 Macy Drive","city":"Roswell"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"727-281-2882","stateRegisteredReps":4,"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","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":88},{"label":"Non-exchange-traded equity securities","percent":5},{"label":"Investment grade corporate bonds","percent":1},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"24 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/331860/PDF/331860.pdf","brochureDate":"24 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011527","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 Premier Private Wealth Management have?","answer":"Premier Private Wealth Management has 700 clients and manages $126 million for them, as of February 2026. They include 685 individual clients, 13 high-net-worth individuals and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Premier Private Wealth Management offer?","answer":"Premier Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","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 Premier Private Wealth Management charge?","answer":"Premier Private Wealth Management charges 0.75%–1.50% a year for its Investment and Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"PREMIER PRIVATE WEALTH MANAGEMENT FORM ADV, filed 24 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Premier Private Wealth Management use?","answer":"Premier Private Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $126M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Premier Private Wealth Management have?","answer":"Premier Private Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 Premier Private Wealth Management invest in?","answer":"At the end of its last fiscal year, Premier Private Wealth Management’s separately managed accounts held 88% exchange-traded equities, 7% cash and equivalents, 5% non-exchange-traded equities and 1% investment grade corporate bonds.","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 Premier Private Wealth Management?","answer":"Premier Private Wealth Management’s direct owners are Robert Marsh (50% to 75%) and Gary Ross (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Premier Private Wealth Management get paid?","answer":"Premier Private Wealth Management 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":"How do I contact Premier Private Wealth Management?","answer":"Premier Private Wealth Management’s main office is at 1025 Ohio Avenue, Palm Harbor, FL 34683. Its phone number is 727-281-2882. Its website is premierprivatewealthmgt.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/premier-private-wealth-management-331860/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2056550/000205655026000006/0002056550-26-000006-index.html","totalValue":114301769,"positionCount":60,"top10Share":0.5784452644823022,"top10":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":9715544,"shares":306387,"shareType":"SH","priorValue":8462292,"priorShares":275824},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":8660328,"shares":28585,"shareType":"SH","priorValue":5819608,"priorShares":24491},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":8054871,"shares":52930,"shareType":"SH","priorValue":7623054,"priorShares":52234},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":7841849,"shares":96741,"shareType":"SH","priorValue":6528004,"priorShares":95606},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":6688136,"shares":69250,"shareType":"SH","priorValue":5382830,"priorShares":59459},{"issuer":"ISHARES TR","titleOfClass":"MRGSTR MD CP GRW","cusip":"464288307","value":6392707,"shares":65033,"shareType":"SH","priorValue":4512645,"priorShares":57289},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":6179481,"shares":107152,"shareType":"SH","priorValue":4650329,"priorShares":96240},{"issuer":"WISDOMTREE TR","titleOfClass":"US QTLY DIV GRT","cusip":"97717X669","value":5172749,"shares":54097,"shareType":"SH","priorValue":4704259,"priorShares":53555},{"issuer":"WISDOMTREE TR","titleOfClass":"DYNAMIC INTL EQT","cusip":"97717X263","value":3793343,"shares":82143,"shareType":"SH","priorValue":3500964,"priorShares":79369},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FST LOW OPPT EFT","cusip":"33739Q200","value":3618309,"shares":72686,"shareType":"SH","priorValue":3166422,"priorShares":63570}],"positionsListed":60,"positions":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":9715544,"shares":306387,"shareType":"SH","priorValue":8462292,"priorShares":275824},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":8660328,"shares":28585,"shareType":"SH","priorValue":5819608,"priorShares":24491},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":8054871,"shares":52930,"shareType":"SH","priorValue":7623054,"priorShares":52234},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":7841849,"shares":96741,"shareType":"SH","priorValue":6528004,"priorShares":95606},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":6688136,"shares":69250,"shareType":"SH","priorValue":5382830,"priorShares":59459},{"issuer":"ISHARES TR","titleOfClass":"MRGSTR MD CP GRW","cusip":"464288307","value":6392707,"shares":65033,"shareType":"SH","priorValue":4512645,"priorShares":57289},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":6179481,"shares":107152,"shareType":"SH","priorValue":4650329,"priorShares":96240},{"issuer":"WISDOMTREE TR","titleOfClass":"US QTLY DIV GRT","cusip":"97717X669","value":5172749,"shares":54097,"shareType":"SH","priorValue":4704259,"priorShares":53555},{"issuer":"WISDOMTREE TR","titleOfClass":"DYNAMIC INTL EQT","cusip":"97717X263","value":3793343,"shares":82143,"shareType":"SH","priorValue":3500964,"priorShares":79369},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FST LOW OPPT EFT","cusip":"33739Q200","value":3618309,"shares":72686,"shareType":"SH","priorValue":3166422,"priorShares":63570},{"issuer":"SSGA ACTIVE ETF TR","titleOfClass":"ST STR TOTAL ETF","cusip":"78467V848","value":3605263,"shares":91342,"shareType":"SH","priorValue":3825384,"priorShares":96285},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENHANCED INTL","cusip":"31609A404","value":3477790,"shares":86663,"shareType":"SH","priorValue":2838522,"priorShares":76304},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":3462781,"shares":32176,"shareType":"SH","priorValue":936668,"priorShares":8824},{"issuer":"WISDOMTREE TR","titleOfClass":"EMG MKTS SMCAP","cusip":"97717W281","value":3250875,"shares":50238,"shareType":"SH","priorValue":2965673,"priorShares":49346},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":2677629,"shares":9254,"shareType":"SH","priorValue":2308832,"priorShares":9097},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR REAL ETF","cusip":"81369Y860","value":2310956,"shares":52486,"shareType":"SH","priorValue":2124265,"priorShares":52027},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":2171233,"shares":11396,"shareType":"SH","priorValue":1581539,"priorShares":11900},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":2150434,"shares":2920,"shareType":"SH","priorValue":1772057,"priorShares":3070},{"issuer":"GLOBAL X FDS","titleOfClass":"DATA CTR DIG ETF","cusip":"37954Y236","value":2140052,"shares":70466,"shareType":"SH","priorValue":1553758,"priorShares":64848},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":2033090,"shares":27695,"shareType":"SH","priorValue":2097414,"priorShares":28482},{"issuer":"SMARTSTOP SELF STORAG REIT I","titleOfClass":"COMMON STOCK","cusip":"83192D402","value":1373504,"shares":42262,"shareType":"SH","priorValue":1651025,"priorShares":54525},{"issuer":"PROSHARES TR","titleOfClass":"ULTRAPRO QQQ","cusip":"74347X831","value":1284483,"shares":15858,"shareType":"SH","priorValue":379965,"priorShares":9116},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":1252029,"shares":1657,"shareType":"SH","priorValue":1432171,"priorShares":1655},{"issuer":"ETFS GOLD TR","titleOfClass":"PHYSCL GOLD SHS","cusip":"00326A104","value":1216440,"shares":31819,"shareType":"SH","priorValue":1508067,"priorShares":33798},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1019662,"shares":2734,"shareType":"SH","priorValue":990762,"priorShares":2677},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":1002779,"shares":10943,"shareType":"SH","priorValue":1561508,"priorShares":17040},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":928811,"shares":3897,"shareType":"SH","priorValue":728112,"priorShares":3496},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP AERO","cusip":"78464A631","value":858465,"shares":3025,"shareType":"SH","priorValue":757114,"priorShares":2981},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST NUVE HIGH ETF","cusip":"78464A284","value":855064,"shares":33611,"shareType":"SH","priorValue":436629,"priorShares":17606},{"issuer":"FLEXSHARES TR","titleOfClass":"CR SCD US BD","cusip":"33939L761","value":769456,"shares":15852,"shareType":"SH","priorValue":508128,"priorShares":10451},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":660618,"shares":15313,"shareType":"SH","priorValue":558849,"priorShares":14173},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":631066,"shares":7181,"shareType":"SH","priorValue":638037,"priorShares":8336},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":504894,"shares":1009,"shareType":"SH","priorValue":432718,"priorShares":903},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BL 12 ETF","cusip":"78468R523","value":426738,"shares":4294,"shareType":"SH","priorValue":466771,"priorShares":4694},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":425610,"shares":7939,"shareType":"SH","priorValue":409623,"priorShares":8297},{"issuer":"ISHARES TR","titleOfClass":"CORE HIGH DV ETF","cusip":"46429B663","value":417016,"shares":15214,"shareType":"SH","priorValue":441904,"priorShares":3256},{"issuer":"GLOBAL X FDS","titleOfClass":"NASDAQ 100 COVER","cusip":"37954Y483","value":414528,"shares":22492,"shareType":"SH","priorValue":509098,"priorShares":29685},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":409797,"shares":7716,"shareType":"SH","priorValue":556486,"priorShares":9084},{"issuer":"ISHARES TR","titleOfClass":"CORE 60 BALA ETF","cusip":"464289867","value":407826,"shares":5868,"shareType":"SH","priorValue":385328,"priorShares":5988},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":374480,"shares":1012,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"1000 INDEX ETF","cusip":"808524722","value":372644,"shares":10334,"shareType":"SH","priorValue":372200,"priorShares":11880},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":360813,"shares":1803,"shareType":"SH","priorValue":267181,"priorShares":1532},{"issuer":"PACER FDS TR","titleOfClass":"SWAN SOS MODRTE","cusip":"69374H493","value":348059,"shares":10290,"shareType":"SH","priorValue":327568,"priorShares":10290},{"issuer":"INVESCO ACTVELY MNGD ETC FD","titleOfClass":"OPTIMUM YIELD","cusip":"46090F100","value":340007,"shares":21411,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE 40 MODE ETF","cusip":"464289875","value":324939,"shares":6513,"shareType":"SH","priorValue":394795,"priorShares":8334},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":320364,"shares":429,"shareType":"SH"},{"issuer":"PROCORE TECHNOLOGIES INC","titleOfClass":"COM","cusip":"74275K108","value":311352,"shares":7665,"shareType":"SH","priorValue":436905,"priorShares":7665},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR STAPL ETF","cusip":"81369Y308","value":300630,"shares":3619,"shareType":"SH","priorValue":414819,"priorShares":5060},{"issuer":"ISHARES TR","titleOfClass":"CORE 80 20 ETF","cusip":"464289859","value":296921,"shares":3042,"shareType":"SH","priorValue":282633,"priorShares":3194},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":294826,"shares":5220,"shareType":"SH"},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":289742,"shares":2289,"shareType":"SH","priorValue":271046,"priorShares":2070},{"issuer":"ISHARES TR","titleOfClass":"IBOXX HI YD ETF","cusip":"464288513","value":278216,"shares":3479,"shareType":"SH","priorValue":225632,"priorShares":2836},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":271854,"shares":5395,"shareType":"SH","priorValue":259885,"priorShares":5693},{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":263352,"shares":411,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":251582,"shares":666,"shareType":"SH","priorValue":202420,"priorShares":654},{"issuer":"EA SERIES TRUST","titleOfClass":"STRIVE 500 ETF","cusip":"02072L680","value":221262,"shares":4581,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":211049,"shares":831,"shareType":"SH","priorValue":204352,"priorShares":836},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":208212,"shares":693,"shareType":"SH"},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":204819,"shares":556,"shareType":"SH","priorValue":239241,"priorShares":556},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR SVC ETF","cusip":"81369Y852","value":200440,"shares":1871,"shareType":"SH","priorValue":209415,"priorShares":1889}]},"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."}