{"url":"https://nivawealth.com/firms/principle-wealth-partners-290180","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290180","regulatoryAum":3204653344,"crd":"290180","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7170109","suffix":null,"lastName":"Berglund","firstName":"June","middleName":"Lori"},{"crd":"6382294","suffix":null,"lastName":"CASTIELLO","firstName":"MICHAEL","middleName":"JOSEPH"},{"crd":"6368405","suffix":null,"lastName":"CIALEK","firstName":"ANDREW","middleName":"JOHN"},{"crd":"8067920","suffix":null,"lastName":"Copeland","firstName":"David","middleName":"C"},{"crd":"2358876","suffix":null,"lastName":"DONATELLI","firstName":"THERESA","middleName":"VIVIAN"},{"crd":"5422959","suffix":null,"lastName":"DUGAN","firstName":"COLIN","middleName":"MICHAEL"},{"crd":"7475816","suffix":null,"lastName":"Famiglietti","firstName":"Ryan","middleName":"Scott"},{"crd":"6917782","suffix":null,"lastName":"FARRELL","firstName":"KYLE","middleName":"JOSEPH"},{"crd":"8054387","suffix":null,"lastName":"Gendron","firstName":"Brian","middleName":"James"},{"crd":"2651795","suffix":null,"lastName":"HANNIGAN","firstName":"JOHN","middleName":"PATRICK"},{"crd":"8051865","suffix":null,"lastName":"Hershman","firstName":"Aaron","middleName":"Lester"},{"crd":"2295449","suffix":null,"lastName":"KASIMIR","firstName":"ROGERELLA","middleName":"BUTLER"},{"crd":"3104946","suffix":null,"lastName":"LAWLER","firstName":"AMY","middleName":"ALISIA"},{"crd":"6699509","suffix":null,"lastName":"MACCA","firstName":"CHRISTOPHER","middleName":"JOSEPH"},{"crd":"2820825","suffix":null,"lastName":"MARUZO","firstName":"MARGARET","middleName":"OMARRA"},{"crd":"2275117","suffix":null,"lastName":"MCARAW","firstName":"JOSEPH","middleName":"ADDISON"},{"crd":"2928883","suffix":null,"lastName":"OGILVIE","firstName":"JULINA","middleName":"LEE"},{"crd":"6359039","suffix":null,"lastName":"Ouellette","firstName":"Joshua","middleName":"R"},{"crd":"4292225","suffix":null,"lastName":"PAOLUCCI","firstName":"ROBERT","middleName":"SANTINO"},{"crd":"7913854","suffix":null,"lastName":"Pierson","firstName":"Tracy","middleName":"Ane"},{"crd":"5243282","suffix":null,"lastName":"ZAVORSKAS","firstName":"GLENN","middleName":"SIMON"}],"total":21,"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":"2021-06-18","regulatoryAum":1765676534,"clients":798,"employees":20,"offices":3},{"filedOn":"2022-03-18","regulatoryAum":2190529642,"clients":899,"employees":19,"offices":5},{"filedOn":"2023-05-09","regulatoryAum":1941968457,"clients":952,"employees":22,"offices":5},{"filedOn":"2024-03-19","regulatoryAum":2222598130,"clients":993,"employees":25,"offices":4},{"filedOn":"2025-04-21","regulatoryAum":2658955480,"clients":1093,"employees":25,"offices":3},{"filedOn":"2026-08-07","regulatoryAum":3204653344,"clients":1210,"employees":28,"offices":3}],"acquisitions":[{"date":"2020-12-16","datePrecision":"day","name":"Advisor team of Theresa V. Donatelli, Romaine A. Macomb and J Addison McAraw (prior firm not named in source)","crd":null,"source":"press","dealType":"team_lift_out","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://www.newswire.com/view/content/principle-wealth-partners-welcomes-three-veteran-advisors-and-21277410"}],"secFileNumber":"801-111911","legalName":"Principle Wealth Partners LLC","displayName":"Principle Wealth Partners","slug":"principle-wealth-partners-290180","website":"https://principlewealthpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/principle-wealth-partners","founded":"2017","organization":"Connecticut limited liability company","fiscalYearEnd":"December","headquarters":{"street":"48 Wall Street","city":"Madison","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06443"},"tradeNames":[],"registration":{"secApproved":"20 October 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2568497.1287297527,"staff":{"employees":28,"advisory":22,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":3204653344,"discretionary":3204653344,"discretionaryAccounts":4120,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":560,"regulatoryAum":207240836},{"label":"High-net-worth individuals","clients":613,"regulatoryAum":2805606296},{"label":"Pension and profit-sharing plans","clients":20,"regulatoryAum":113103111},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":2745552},{"label":"Corporations and other businesses","clients":17,"regulatoryAum":75957549}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014544","versionId":1014544,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-04","documentName":"FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":5000},{"role":"other","program":"Financial Planning Services","summary":"Standalone financial planning is a fixed fee of up to $5,000 per engagement, which may be negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014544","versionId":1014544,"submittedOn":"2026-03-04","documentName":"FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Advisory Services","summary":"Retirement plan advisory fees are up to 1.00% of plan assets under management, based on plan size and complexity, paid quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014544","versionId":1014544,"submittedOn":"2026-03-04","documentName":"FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:21:35.471182+00:00","documents":[{"name":"FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014544","versionId":1014544,"submittedOn":"2026-03-04"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":3075586218}],"custodyNote":"Principle Wealth Partners has custody of $1.51B in client assets for 510 clients.","otherCustodians":[],"leadership":[{"name":"Robert Paolucci","title":"Chief Executive Officer, Managing Member","crd":"4292225"},{"name":"Michael Castiello","title":"Chief Compliance Officer","crd":"6382294"}],"ownership":[{"label":"Principle Wealth Holdings LLC","detail":"Owner in the 75% or more ownership band and a control person, since December 2024."},{"label":"Robert Paolucci","detail":"Indirect owner: a owner of Principle Wealth Holdings LLC in the 75% or more band and a control person, since December 2024.","parent":"Principle Wealth Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Connecticut","offices":2,"addresses":[{"street":"48 Wall Street","city":"Madison","headquarters":true},{"street":"20 Bay Street","city":"Westport"}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-318-8892","stateRegisteredReps":22,"otherAdviserReps":0,"compensation":["A percentage of assets under management","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","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"500","assetMix":[{"label":"Exchange-traded equity securities","percent":58},{"label":"U.S. government/agency bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":34},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"7 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290180/PDF/290180.pdf","brochureDate":"4 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014544","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 Principle Wealth Partners have?","answer":"Principle Wealth Partners has 1,210 clients and manages $3.2 billion for them, as of August 2026. They include 613 high-net-worth individuals, 560 individual clients, and 20 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Principle Wealth Partners offer?","answer":"Principle Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Principle Wealth Partners charge?","answer":"Principle Wealth Partners charges up to 1.25% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.","source":"FIRM BROCHURE, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Principle Wealth Partners use?","answer":"Principle Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $3.08B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Principle Wealth Partners have?","answer":"Principle Wealth Partners has 22 investment adviser representatives registered with state securities authorities, out of 28 employees, and 22 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 Principle Wealth Partners invest in?","answer":"At the end of its last fiscal year, Principle Wealth Partners’ separately managed accounts held 58% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 2% U.S. government and agency 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 Principle Wealth Partners?","answer":"Principle Wealth Partners is owned through a holding company by Robert Paolucci. Its direct owner is Principle Wealth Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 7 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Principle Wealth Partners get paid?","answer":"Principle Wealth Partners is paid through a percentage of assets under management 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 Principle Wealth Partners?","answer":"Principle Wealth Partners’ main office is at 48 Wall Street, Madison, CT 06443. Its phone number is 203-318-8892. Its website is principlewealthpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 7 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/principle-wealth-partners-290180/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-07","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1743413/000195175726001184/0001951757-26-001184-index.html","totalValue":2025364018,"positionCount":398,"top10Share":0.40390794579624056,"top10":[{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 TOP 50","cusip":"46137V233","value":158766854,"shares":2592959,"shareType":"SH","priorValue":139265445,"priorShares":2552987},{"issuer":"BNY MELLON ETF TRUST II","titleOfClass":"DYNAMIC VALUE","cusip":"05613H100","value":136151239,"shares":4065430,"shareType":"SH","priorValue":117728160,"priorShares":3969257},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":117156896,"shares":357917,"shareType":"SH","priorValue":105241069,"priorShares":357768},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":104738674,"shares":361967,"shareType":"SH","priorValue":93067188,"priorShares":366709},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":63085071,"shares":732355,"shareType":"SH","priorValue":53646020,"priorShares":122819},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":57180457,"shares":285774,"shareType":"SH","priorValue":49495851,"priorShares":283806},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":53662534,"shares":226788,"shareType":"SH","priorValue":49008122,"priorShares":227881},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":43553190,"shares":116758,"shareType":"SH","priorValue":42441375,"priorShares":114654},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 GRTH IDX F","cusip":"921932505","value":42583404,"shares":515413,"shareType":"SH","priorValue":25621116,"priorShares":62845},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":41182301,"shares":62788,"shareType":"SH","priorValue":21796002,"priorShares":56849}],"positionsListed":200,"positions":[{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 TOP 50","cusip":"46137V233","value":158766854,"shares":2592959,"shareType":"SH","priorValue":139265445,"priorShares":2552987},{"issuer":"BNY MELLON ETF TRUST II","titleOfClass":"DYNAMIC VALUE","cusip":"05613H100","value":136151239,"shares":4065430,"shareType":"SH","priorValue":117728160,"priorShares":3969257},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":117156896,"shares":357917,"shareType":"SH","priorValue":105241069,"priorShares":357768},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":104738674,"shares":361967,"shareType":"SH","priorValue":93067188,"priorShares":366709},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":63085071,"shares":732355,"shareType":"SH","priorValue":53646020,"priorShares":122819},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":57180457,"shares":285774,"shareType":"SH","priorValue":49495851,"priorShares":283806},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":53662534,"shares":226788,"shareType":"SH","priorValue":49008122,"priorShares":227881},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":43553190,"shares":116758,"shareType":"SH","priorValue":42441375,"priorShares":114654},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 GRTH IDX F","cusip":"921932505","value":42583404,"shares":515413,"shareType":"SH","priorValue":25621116,"priorShares":62845},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":41182301,"shares":62788,"shareType":"SH","priorValue":21796002,"priorShares":56849},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":40120232,"shares":168332,"shareType":"SH","priorValue":34912782,"priorShares":167632},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":33353088,"shares":93329,"shareType":"SH","priorValue":26661968,"priorShares":92718},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":33211219,"shares":93995,"shareType":"SH","priorValue":27062851,"priorShares":94342},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":31552813,"shares":85269,"shareType":"SH","priorValue":27235123,"priorShares":84895},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":28615889,"shares":112674,"shareType":"SH","priorValue":27653069,"priorShares":113128},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":22332678,"shares":190130,"shareType":"SH","priorValue":14942640,"priorShares":192585},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":21662531,"shares":20342,"shareType":"SH","priorValue":14913760,"priorShares":21051},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":21124576,"shares":111340,"shareType":"SH","priorValue":22755860,"priorShares":117967},{"issuer":"AMPLIFY ETF TR","titleOfClass":"CWP INTL ENHANCE","cusip":"032108722","value":19838951,"shares":472356,"shareType":"SH","priorValue":17050312,"priorShares":421307},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":19324199,"shares":609404,"shareType":"SH","priorValue":19782495,"priorShares":644801},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":18781612,"shares":69482,"shareType":"SH","priorValue":21394118,"priorShares":68838},{"issuer":"TCW ETF TRUST","titleOfClass":"TRANS SYSTE ETF","cusip":"29287L205","value":18757877,"shares":152553,"shareType":"SH","priorValue":8097865,"priorShares":82829},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":18420183,"shares":18213,"shareType":"SH","priorValue":15525975,"priorShares":18352},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":17678805,"shares":111870,"shareType":"SH","priorValue":16817607,"priorShares":113556},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":16558461,"shares":58883,"shareType":"SH","priorValue":14336212,"priorShares":59145},{"issuer":"ALPS ETF TR","titleOfClass":"SMITH CORE PLUS","cusip":"00162Q346","value":16537184,"shares":642470,"shareType":"SH","priorValue":17424929,"priorShares":676565},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":16528932,"shares":138294,"shareType":"SH","priorValue":12137984,"priorShares":17397},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":14866485,"shares":291500,"shareType":"SH","priorValue":11405551,"priorShares":223726},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":14565031,"shares":41298,"shareType":"SH","priorValue":13924729,"priorShares":42339},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":14298595,"shares":11921,"shareType":"SH","priorValue":11197480,"priorShares":12174},{"issuer":"T ROWE PRICE EXCHANGE-TRADED","titleOfClass":"CAP APPRECIATION","cusip":"87283Q867","value":14218659,"shares":345953,"shareType":"SH","priorValue":12512762,"priorShares":351581},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":13955366,"shares":18688,"shareType":"SH","priorValue":11389649,"priorShares":17513},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":13469973,"shares":26919,"shareType":"SH","priorValue":13149192,"priorShares":27440},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":13234866,"shares":23496,"shareType":"SH","priorValue":12649990,"priorShares":22110},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":13170189,"shares":38387,"shareType":"SH","priorValue":11543898,"priorShares":38194},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":12865064,"shares":94098,"shareType":"SH","priorValue":16420100,"priorShares":96782},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":11416195,"shares":31526,"shareType":"SH","priorValue":11092423,"priorShares":31526},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":11079272,"shares":26657,"shareType":"SH","priorValue":7268495,"priorShares":26862},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":10955394,"shares":74709,"shareType":"SH","priorValue":10707778,"priorShares":74133},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":10883585,"shares":15260,"shareType":"SH","priorValue":8626075,"priorShares":16033},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"MUNI HI INCM ETF","cusip":"33739P301","value":10811399,"shares":222961,"shareType":"SH","priorValue":10684949,"priorShares":224757},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP MOMNTUM","cusip":"46137V464","value":10274374,"shares":60388,"shareType":"SH","priorValue":6398337,"priorShares":44120},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":10255902,"shares":79812,"shareType":"SH","priorValue":9629460,"priorShares":80052},{"issuer":"ISHARES TR","titleOfClass":"EXPANDED TECH","cusip":"464287515","value":9906199,"shares":109340,"shareType":"SH","priorValue":8365620,"priorShares":104505},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":9678911,"shares":23012,"shareType":"SH","priorValue":9016781,"priorShares":24255},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":9623957,"shares":100553,"shareType":"SH","priorValue":9642773,"priorShares":99904},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"NASDAQ EQT PREM","cusip":"46654Q203","value":9620387,"shares":156531,"shareType":"SH","priorValue":8435381,"priorShares":151934},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":9403903,"shares":116717,"shareType":"SH","priorValue":8689447,"priorShares":30258},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":9286838,"shares":12611,"shareType":"SH","priorValue":7309152,"priorShares":12664},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":9223568,"shares":27047,"shareType":"SH","priorValue":4460423,"priorShares":27822},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":8907523,"shares":109604,"shareType":"SH","priorValue":8216472,"priorShares":108040},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":8811546,"shares":24875,"shareType":"SH","priorValue":8953240,"priorShares":26086},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":8584972,"shares":58580,"shareType":"SH","priorValue":8622338,"priorShares":58612},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":8578164,"shares":51751,"shareType":"SH","priorValue":10933480,"priorShares":52844},{"issuer":"COLUMBIA ETF TR I","titleOfClass":"SHORT DURATION","cusip":"19761L888","value":8521298,"shares":453381,"shareType":"SH","priorValue":1373052,"priorShares":73093},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":8173870,"shares":32482,"shareType":"SH","priorValue":7189957,"priorShares":33059},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":7512854,"shares":3776,"shareType":"SH","priorValue":4936139,"priorShares":3737},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":7189234,"shares":44403,"shareType":"SH","priorValue":6607920,"priorShares":45500},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":7112914,"shares":124832,"shareType":"SH","priorValue":5910666,"priorShares":121244},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":6620641,"shares":27311,"shareType":"SH","priorValue":5658487,"priorShares":25867},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":6565964,"shares":42009,"shareType":"SH","priorValue":6430006,"priorShares":42468},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":6398501,"shares":35368,"shareType":"SH","priorValue":5789539,"priorShares":35016},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP QUALITY","cusip":"46137V472","value":6329774,"shares":56075,"shareType":"SH","priorValue":5916733,"priorShares":57238},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":6216393,"shares":33640,"shareType":"SH","priorValue":4256952,"priorShares":33056},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":6181649,"shares":56315,"shareType":"SH","priorValue":4895521,"priorShares":50747},{"issuer":"OMEGA FLEX INC","titleOfClass":"COM","cusip":"682095104","value":6035512,"shares":192275,"shareType":"SH","priorValue":5968216,"priorShares":192275},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":5986332,"shares":25159,"shareType":"SH","priorValue":5206307,"priorShares":25110},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":5842978,"shares":6246,"shareType":"SH","priorValue":6182845,"priorShares":6205},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":5839230,"shares":23716,"shareType":"SH","priorValue":4934958,"priorShares":23716},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":5572093,"shares":38925,"shareType":"SH","priorValue":5114477,"priorShares":39036},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":5400527,"shares":24231,"shareType":"SH","priorValue":5512130,"priorShares":23988},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA CAP VAL ETF","cusip":"921910840","value":5380774,"shares":32920,"shareType":"SH","priorValue":4797120,"priorShares":33095},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":5292901,"shares":5504,"shareType":"SH","priorValue":5536699,"priorShares":5757},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"INTL BUYBACK","cusip":"46138E644","value":5292339,"shares":93953,"shareType":"SH","priorValue":4929386,"priorShares":87614},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":5288240,"shares":41778,"shareType":"SH","priorValue":5428103,"priorShares":41455},{"issuer":"TRAVELERS COMPANIES INC","titleOfClass":"COM","cusip":"89417E109","value":5106803,"shares":15470,"shareType":"SH","priorValue":4626785,"priorShares":15863},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":5051367,"shares":99721,"shareType":"SH","priorValue":2007148,"priorShares":40151},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":4825961,"shares":16191,"shareType":"SH","priorValue":3226259,"priorShares":16618},{"issuer":"PRUDENTIAL FINL INC","titleOfClass":"COM","cusip":"744320102","value":4727311,"shares":43800,"shareType":"SH","priorValue":4251749,"priorShares":43523},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"SHRT DUR MNG MUN","cusip":"33739P830","value":4627545,"shares":231493,"shareType":"SH","priorValue":628600,"priorShares":31493},{"issuer":"AMERICAN ELEC PWR CO INC","titleOfClass":"COM","cusip":"025537101","value":4516645,"shares":33014,"shareType":"SH","priorValue":4358934,"priorShares":33254},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":4493100,"shares":6,"shareType":"SH","priorValue":4308840,"priorShares":6},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":4485283,"shares":20581,"shareType":"SH","priorValue":4037960,"priorShares":20581},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":4436548,"shares":26244,"shareType":"SH","priorValue":4778217,"priorShares":26228},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":4331436,"shares":50666,"shareType":"SH","priorValue":3829773,"priorShares":49666},{"issuer":"ROUNDHILL ETF TRUST","titleOfClass":"MEMORY ETF","cusip":"77926X320","value":4249594,"shares":57544,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":4241574,"shares":19594,"shareType":"SH","priorValue":3867209,"priorShares":19430},{"issuer":"OLD DOMINION FREIGHT LINE IN","titleOfClass":"COM","cusip":"679580100","value":4227166,"shares":19516,"shareType":"SH","priorValue":3813426,"priorShares":19516},{"issuer":"DOMINION ENERGY INC","titleOfClass":"COM","cusip":"25746U109","value":4195933,"shares":61443,"shareType":"SH","priorValue":3861763,"priorShares":62468},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":4103050,"shares":5974,"shareType":"SH","priorValue":3485933,"priorShares":5834},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":4092964,"shares":72467,"shareType":"SH","priorValue":5503891,"priorShares":97105},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":4001379,"shares":35329,"shareType":"SH","priorValue":4343231,"priorShares":34947},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 GARP ETF","cusip":"46137V431","value":3931642,"shares":32150,"shareType":"SH","priorValue":3563959,"priorShares":33116},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":3904660,"shares":10448,"shareType":"SH","priorValue":2846420,"priorShares":10031},{"issuer":"LEGG MASON ETF INVT","titleOfClass":"FRANKLIN INTL LW","cusip":"52468L505","value":3902237,"shares":96150,"shareType":"SH","priorValue":3900590,"priorShares":96216},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"HIGH DIVID ETF","cusip":"316092840","value":3901114,"shares":64706,"shareType":"SH","priorValue":3764030,"priorShares":68140},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":3868897,"shares":160668,"shareType":"SH","priorValue":4589432,"priorShares":163441},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":3802043,"shares":32588,"shareType":"SH","priorValue":4354945,"priorShares":29771},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":3775985,"shares":7412,"shareType":"SH","priorValue":4564357,"priorShares":7552},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":3761654,"shares":22016,"shareType":"SH"},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":3760337,"shares":36171,"shareType":"SH","priorValue":4789102,"priorShares":36281},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":3692381,"shares":19381,"shareType":"SH","priorValue":2558135,"priorShares":19249},{"issuer":"MOTOROLA SOLUTIONS INC","titleOfClass":"COM NEW","cusip":"620076307","value":3667011,"shares":8830,"shareType":"SH","priorValue":3878390,"priorShares":8937},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":3628663,"shares":4755,"shareType":"SH","priorValue":1897358,"priorShares":4860},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":3605745,"shares":41082,"shareType":"SH","priorValue":3663020,"priorShares":39438},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":3538842,"shares":6092,"shareType":"SH","priorValue":1361748,"priorShares":6694},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":3470246,"shares":25630,"shareType":"SH","priorValue":3889600,"priorShares":25047},{"issuer":"WW GRAINGER INC","titleOfClass":"COM","cusip":"384802104","value":3456776,"shares":2541,"shareType":"SH","priorValue":2771748,"priorShares":2541},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":3332630,"shares":6978,"shareType":"SH","priorValue":2204440,"priorShares":6523},{"issuer":"VANECK ETF TRUST","titleOfClass":"REAL ASSETS ETF","cusip":"92189F130","value":3330818,"shares":83963,"shareType":"SH","priorValue":3049688,"priorShares":74913},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":3309172,"shares":10519,"shareType":"SH","priorValue":3018953,"priorShares":10519},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":3292496,"shares":66088,"shareType":"SH","priorValue":3025252,"priorShares":65809},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":3183149,"shares":20917,"shareType":"SH","priorValue":3056275,"priorShares":20942},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":3122669,"shares":19682,"shareType":"SH","priorValue":2866237,"priorShares":19550},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":3022096,"shares":2572,"shareType":"SH","priorValue":2144106,"priorShares":2456},{"issuer":"COREWEAVE INC","titleOfClass":"COM CL A","cusip":"21873S108","value":2981223,"shares":29950,"shareType":"SH","priorValue":1756632,"priorShares":22675},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":2980332,"shares":3047,"shareType":"SH","priorValue":2700939,"priorShares":3017},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":2978809,"shares":5800,"shareType":"SH","priorValue":2919139,"priorShares":5842},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":2929784,"shares":8662,"shareType":"SH","priorValue":2569747,"priorShares":8496},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":2927433,"shares":9658,"shareType":"SH","priorValue":2524165,"priorShares":9637},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":2926564,"shares":13273,"shareType":"SH","priorValue":3193560,"priorShares":13516},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":2912629,"shares":11548,"shareType":"SH","priorValue":2094950,"priorShares":11548},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":2884385,"shares":7636,"shareType":"SH","priorValue":1772383,"priorShares":5726},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":2883387,"shares":40384,"shareType":"SH","priorValue":3798556,"priorShares":39507},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":2862258,"shares":24324,"shareType":"SH","priorValue":2744254,"priorShares":23865},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":2700956,"shares":6338,"shareType":"SH","priorValue":2304916,"priorShares":6444},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":2649638,"shares":12675,"shareType":"SH","priorValue":2029424,"priorShares":12332},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":2479390,"shares":11071,"shareType":"SH","priorValue":2237870,"priorShares":11014},{"issuer":"EXELON CORP","titleOfClass":"COM","cusip":"30161N101","value":2396734,"shares":51410,"shareType":"SH","priorValue":2520118,"priorShares":51410},{"issuer":"VISTRA CORP","titleOfClass":"COM","cusip":"92840M102","value":2332503,"shares":14704,"shareType":"SH","priorValue":2203936,"priorShares":14661},{"issuer":"BANK OF NY MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":2303637,"shares":15930,"shareType":"SH","priorValue":1996780,"priorShares":16832},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":2302169,"shares":16488,"shareType":"SH","priorValue":754430,"priorShares":17096},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":2200892,"shares":22866,"shareType":"SH","priorValue":2243766,"priorShares":23280},{"issuer":"AMPLIFY ETF TR","titleOfClass":"CWP ENHANCED DIV","cusip":"032108409","value":2175010,"shares":47593,"shareType":"SH","priorValue":2012550,"priorShares":44873},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":2142902,"shares":20714,"shareType":"SH","priorValue":1487638,"priorShares":20713},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":2137459,"shares":1852,"shareType":"SH","priorValue":448163,"priorShares":1327},{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":2084194,"shares":3253,"shareType":"SH","priorValue":922137,"priorShares":2806},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":2066796,"shares":34218,"shareType":"SH","priorValue":1779703,"priorShares":34218},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":1973424,"shares":5357,"shareType":"SH","priorValue":2323558,"priorShares":5400},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":1969958,"shares":6588,"shareType":"SH","priorValue":1794114,"priorShares":6588},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516205","value":1842921,"shares":8231,"shareType":"SH"},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":1831159,"shares":12087,"shareType":"SH","priorValue":2520685,"priorShares":15784},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":1819709,"shares":8231,"shareType":"SH"},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":1805097,"shares":18182,"shareType":"SH","priorValue":1630235,"priorShares":15593},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":1801719,"shares":12148,"shareType":"SH","priorValue":1561937,"priorShares":12565},{"issuer":"TEXAS PACIFIC LAND CORPORATI","titleOfClass":"COM","cusip":"88262P102","value":1758148,"shares":4017,"shareType":"SH","priorValue":2031402,"priorShares":4281},{"issuer":"THE CIGNA GROUP","titleOfClass":"COM","cusip":"125523100","value":1735304,"shares":6295,"shareType":"SH","priorValue":1676204,"priorShares":6284},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":1719376,"shares":40609,"shareType":"SH","priorValue":2067514,"priorShares":41186},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":1677052,"shares":3345,"shareType":"SH","priorValue":1649086,"priorShares":3355},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":1673127,"shares":6186,"shareType":"SH","priorValue":1599222,"priorShares":6144},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":1665004,"shares":6121,"shareType":"SH","priorValue":1456773,"priorShares":6004},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1660171,"shares":2217,"shareType":"SH","priorValue":1380003,"priorShares":2113},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"RAFI US 1000 ETF","cusip":"46137V613","value":1651697,"shares":30570,"shareType":"SH","priorValue":1452992,"priorShares":30570},{"issuer":"CARRIER GLOBAL CORPORATION","titleOfClass":"COM","cusip":"14448C104","value":1587881,"shares":21648,"shareType":"SH","priorValue":1428247,"priorShares":25364},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL HIGH ETF","cusip":"921946794","value":1585439,"shares":16145,"shareType":"SH","priorValue":1568625,"priorShares":16645},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":1568868,"shares":8470,"shareType":"SH","priorValue":1405050,"priorShares":8688},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"AI AND NEXT GEN","cusip":"46137V639","value":1540424,"shares":14798,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1459743,"shares":11756,"shareType":"SH","priorValue":1106082,"priorShares":2594},{"issuer":"MARKEL GROUP INC","titleOfClass":"COM","cusip":"570535104","value":1439368,"shares":737,"shareType":"SH","priorValue":1410670,"priorShares":737},{"issuer":"M & T BK CORP","titleOfClass":"COM","cusip":"55261F104","value":1438289,"shares":6043,"shareType":"SH","priorValue":1257342,"priorShares":6082},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":1432443,"shares":3602,"shareType":"SH","priorValue":1613926,"priorShares":3501},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":1432016,"shares":3319,"shareType":"SH","priorValue":534900,"priorShares":3259},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":1431792,"shares":9123,"shareType":"SH","priorValue":1282447,"priorShares":9272},{"issuer":"ROBINHOOD MKTS INC","titleOfClass":"COM CL A","cusip":"770700102","value":1408552,"shares":14046,"shareType":"SH","priorValue":687248,"priorShares":9917},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":1407808,"shares":18644,"shareType":"SH","priorValue":1643655,"priorShares":18644},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":1407375,"shares":1947,"shareType":"SH","priorValue":885389,"priorShares":2590},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":1406223,"shares":4591,"shareType":"SH","priorValue":1181494,"priorShares":4591},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":1338942,"shares":26477,"shareType":"SH","priorValue":1243856,"priorShares":24577},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":1294985,"shares":16794,"shareType":"SH","priorValue":1120525,"priorShares":16593},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":1264043,"shares":15296,"shareType":"SH","priorValue":1196220,"priorShares":15026},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":1232116,"shares":3616,"shareType":"SH","priorValue":1141081,"priorShares":3501},{"issuer":"VANGUARD WORLD FD","titleOfClass":"FINANCIALS ETF","cusip":"92204A405","value":1219441,"shares":9266,"shareType":"SH","priorValue":1119458,"priorShares":9266},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":1206370,"shares":16767,"shareType":"SH","priorValue":972050,"priorShares":14730},{"issuer":"WISDOMTREE TR","titleOfClass":"US MIDCAP DIVID","cusip":"97717W505","value":1189463,"shares":21045,"shareType":"SH","priorValue":1105704,"priorShares":21045},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":1108714,"shares":9456,"shareType":"SH","priorValue":1037328,"priorShares":9455},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":1106221,"shares":2172,"shareType":"SH","priorValue":1481825,"priorShares":2172},{"issuer":"FIDELITY WISE ORIGIN BITCOIN","titleOfClass":"SHS","cusip":"315948109","value":1080520,"shares":21166,"shareType":"SH","priorValue":1496026,"priorShares":25343},{"issuer":"CAPITAL GROUP GLOBAL EQUITY","titleOfClass":"SHS","cusip":"14020R107","value":1069886,"shares":30360,"shareType":"SH","priorValue":925980,"priorShares":30360},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":1066569,"shares":6808,"shareType":"SH","priorValue":1025400,"priorShares":5493},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 LOW VOL","cusip":"46138E354","value":1059193,"shares":14141,"shareType":"SH","priorValue":1034221,"priorShares":14140},{"issuer":"VANECK ETF TRUST","titleOfClass":"MRNGSTR WDE MOAT","cusip":"92189F643","value":1052910,"shares":10128,"shareType":"SH","priorValue":1002105,"priorShares":10363},{"issuer":"ARROW ELECTRS INC","titleOfClass":"COM","cusip":"042735100","value":1046776,"shares":4905,"shareType":"SH","priorValue":703426,"priorShares":4905},{"issuer":"PRICE T ROWE GROUP INC","titleOfClass":"COM","cusip":"74144T108","value":1026052,"shares":9025,"shareType":"SH","priorValue":813514,"priorShares":9025},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":1002084,"shares":18868,"shareType":"SH","priorValue":948233,"priorShares":15479},{"issuer":"FULTON FINL CORP PA","titleOfClass":"COM","cusip":"360271100","value":994112,"shares":41096,"shareType":"SH","priorValue":835893,"priorShares":41096},{"issuer":"CORTEVA INC","titleOfClass":"COM","cusip":"22052L104","value":989349,"shares":11682,"shareType":"SH","priorValue":993805,"priorShares":11872},{"issuer":"ELEVANCE HEALTH INC FORMERLY","titleOfClass":"COM","cusip":"036752103","value":988113,"shares":2555,"shareType":"SH","priorValue":747989,"priorShares":2555},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI KLD ETF","cusip":"464288570","value":980640,"shares":6887,"shareType":"SH","priorValue":834636,"priorShares":6887},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":948221,"shares":1827,"shareType":"SH","priorValue":835753,"priorShares":1686},{"issuer":"WHEATON PRECIOUS METALS CORP","titleOfClass":"COM","cusip":"962879102","value":937423,"shares":8346,"shareType":"SH","priorValue":1093409,"priorShares":8346},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":931570,"shares":2346,"shareType":"SH","priorValue":678440,"priorShares":2133},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":931433,"shares":4378,"shareType":"SH","priorValue":840045,"priorShares":4377},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":924777,"shares":5178,"shareType":"SH","priorValue":753639,"priorShares":5208},{"issuer":"ISHARES TR","titleOfClass":"ISHARES BIOTECH","cusip":"464287556","value":909298,"shares":4781,"shareType":"SH","priorValue":807272,"priorShares":4781},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":905131,"shares":4752,"shareType":"SH","priorValue":848809,"priorShares":4477},{"issuer":"SNOWFLAKE INC","titleOfClass":"COM SHS","cusip":"833445109","value":898640,"shares":3531,"shareType":"SH","priorValue":322906,"priorShares":2141},{"issuer":"EVERSOURCE ENERGY","titleOfClass":"COM","cusip":"30040W108","value":885710,"shares":12256,"shareType":"SH","priorValue":1261975,"priorShares":18216},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":870812,"shares":8522,"shareType":"SH","priorValue":828125,"priorShares":9244},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":856847,"shares":7201,"shareType":"SH","priorValue":702602,"priorShares":7176},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":841560,"shares":2801,"shareType":"SH","priorValue":700848,"priorShares":2826}]},"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."}