{"url":"https://nivawealth.com/firms/raleigh-capital-management-149538","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/149538","regulatoryAum":397774895,"crd":"149538","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7346866","suffix":null,"lastName":"Baltz","firstName":"Jeremy","middleName":"Michael"},{"crd":"7328997","suffix":null,"lastName":"BEGLANE","firstName":"NICHOLAS","middleName":"J"},{"crd":"7574463","suffix":null,"lastName":"DeBerardino","firstName":"Nicholas","middleName":"Christian"},{"crd":"7618979","suffix":null,"lastName":"Erickson","firstName":"Jack","middleName":"Edward"},{"crd":"7684278","suffix":null,"lastName":"Frost","firstName":"Josiah","middleName":"James"},{"crd":"7769563","suffix":null,"lastName":"Godwin","firstName":"Brent","middleName":"James"},{"crd":"6405239","suffix":null,"lastName":"MCLEOD","firstName":"JOSEPH","middleName":"READING"},{"crd":"6581172","suffix":null,"lastName":"PHIPPS","firstName":"GEORGE","middleName":"DYLAN"},{"crd":"2870307","suffix":null,"lastName":"RALEIGH","firstName":"BRIAN","middleName":"RICHARD"},{"crd":"7012077","suffix":null,"lastName":"Raleigh","firstName":"Jack","middleName":"William Henry"},{"crd":"7181755","suffix":null,"lastName":"Raleigh","firstName":"Mikayla","middleName":"Elizabeth"},{"crd":"8011598","suffix":null,"lastName":"Raleigh","firstName":"Shaelyn","middleName":"Rose"},{"crd":"5210959","suffix":null,"lastName":"WIESE","firstName":"ROBERT","middleName":"SCOTT"}],"total":13,"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":"2021-06-17","regulatoryAum":117857000,"clients":161,"employees":8,"offices":1},{"filedOn":"2022-03-18","regulatoryAum":205734597,"clients":310,"employees":10,"offices":1},{"filedOn":"2023-03-20","regulatoryAum":247225472,"clients":370,"employees":11,"offices":1},{"filedOn":"2024-03-01","regulatoryAum":262799059,"clients":385,"employees":16,"offices":1},{"filedOn":"2025-05-14","regulatoryAum":320626592,"clients":405,"employees":20,"offices":2},{"filedOn":"2026-06-16","regulatoryAum":397774895,"clients":470,"employees":20,"offices":1}],"secFileNumber":"801-121781","legalName":"Raleigh Capital Management Inc.","displayName":"Raleigh Capital Management","slug":"raleigh-capital-management-149538","website":"https://raleighwealthsolutions.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/raleighwealthsolutions/","xUrl":"https://twitter.com/raleighwealth","founded":null,"organization":"North Carolina corporation","fiscalYearEnd":"December","headquarters":{"street":"117 Edinburgh South Drive, Suite 110","city":"Cary","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"27511"},"tradeNames":[],"registration":{"secApproved":"16 July 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":880156.4176072235,"staff":{"employees":20,"advisory":12,"brokerDealerReps":6,"insuranceAgents":12,"promoters":0},"aum":{"regulatory":397774895,"discretionary":397774895,"discretionaryAccounts":2293,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":320,"regulatoryAum":145860490},{"label":"High-net-worth individuals","clients":123,"regulatoryAum":244048803},{"label":"Pension and profit-sharing plans","clients":27,"regulatoryAum":7818372},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":47230}],"feePrograms":[{"role":"main","program":"Investment management services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048610","versionId":1048610,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-06-16","documentName":"ADV PART 2A FEBRUARY 2026","fee_rate_low":null,"fee_rate_high":1.8,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Written financial plans","summary":"Written financial plans are a fixed fee of $995 for most plans; more for complex plans agreed in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048610","versionId":1048610,"submittedOn":"2026-06-16","documentName":"ADV PART 2A FEBRUARY 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:23:50.338507+00:00","documents":[{"name":"ADV PART 2A FEBRUARY 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048610","versionId":1048610,"submittedOn":"2026-06-16"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":397124065}],"custodyNote":"Raleigh Capital Management has custody of $25.2M in client assets for 57 clients.","otherCustodians":[],"leadership":[{"name":"Brian Raleigh","title":"President / CEO / Chief Compliance Officer","crd":"2870307"}],"ownership":[{"label":"Brian Raleigh","detail":"President / ceo / chief compliance officer in the 75% or more ownership band and a control person, since January 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"North Carolina","offices":1,"addresses":[{"street":"117 Edinburgh South Drive, Suite 110","city":"Cary","headquarters":true}]}],"brochureServices":["insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"919-852-1215","stateRegisteredReps":12,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":56},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":32},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":3},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"16 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/149538/PDF/149538.pdf","brochureDate":"16 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048610","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 Raleigh Capital Management have?","answer":"Raleigh Capital Management has 470 clients and manages $398 million for them, as of June 2026. They include 320 individual clients, 123 high-net-worth individuals, and 27 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Raleigh Capital Management offer?","answer":"Raleigh Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, insurance, 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 Raleigh Capital Management charge?","answer":"Raleigh Capital Management charges up to 1.80% a year for its Investment management services. The fee is negotiable.","source":"ADV PART 2A FEBRUARY 2026, filed 16 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Raleigh Capital Management use?","answer":"Raleigh Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $397M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Raleigh Capital Management have?","answer":"Raleigh Capital Management has 12 investment adviser representatives registered with state securities authorities, out of 20 employees, and 12 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 12 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 Raleigh Capital Management invest in?","answer":"At the end of its last fiscal year, Raleigh Capital Management’s separately managed accounts held 56% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 3% pooled vehicles (private funds and similar) and 1% non-exchange-traded equities.","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 Raleigh Capital Management?","answer":"Raleigh Capital Management’s direct owner is Brian Raleigh (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Raleigh Capital Management get paid?","answer":"Raleigh Capital Management is paid through a percentage of assets under management, fixed fees and other compensation. 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 Raleigh Capital Management?","answer":"Raleigh Capital Management’s main office is at 117 Edinburgh South Drive, Suite 110, Cary, NC 27511. Its phone number is 919-852-1215. Its website is raleighwealthsolutions.com.","source":"Form ADV Part 1A, Item 1.F, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/raleigh-capital-management-149538/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-21","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1911726/000191172626000003/0001911726-26-000003-index.html","totalValue":313317753,"positionCount":610,"top10Share":0.2798314878761434,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":16416609,"shares":21983,"shareType":"SH","priorValue":12112106,"priorShares":18624},{"issuer":"SSGA ACTIVE TR","titleOfClass":"ST STR SECTO ETF","cusip":"78470P507","value":12582775,"shares":490557,"shareType":"SH","priorValue":13348784,"priorShares":519004},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":9787570,"shares":13069,"shareType":"SH","priorValue":5258478,"priorShares":8050},{"issuer":"SSGA ACTIVE TR","titleOfClass":"STATE STREET US","cusip":"78470P408","value":9692546,"shares":149438,"shareType":"SH","priorValue":8673275,"priorShares":150213},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST PORT MARK ETF","cusip":"78463X509","value":7749032,"shares":149653,"shareType":"SH","priorValue":6257110,"priorShares":133385},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":7742445,"shares":38695,"shareType":"SH","priorValue":6668985,"priorShares":38240},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7551244,"shares":26096,"shareType":"SH","priorValue":5739094,"priorShares":22614},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":6302233,"shares":17635,"shareType":"SH","priorValue":5058502,"priorShares":17591},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST BLOO HIGH ETF","cusip":"78468R622","value":5036356,"shares":52261,"shareType":"SH","priorValue":2040761,"priorShares":21320},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":4815363,"shares":12909,"shareType":"SH","priorValue":4787345,"priorShares":12933}],"positionsListed":200,"positions":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":16416609,"shares":21983,"shareType":"SH","priorValue":12112106,"priorShares":18624},{"issuer":"SSGA ACTIVE TR","titleOfClass":"ST STR SECTO ETF","cusip":"78470P507","value":12582775,"shares":490557,"shareType":"SH","priorValue":13348784,"priorShares":519004},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":9787570,"shares":13069,"shareType":"SH","priorValue":5258478,"priorShares":8050},{"issuer":"SSGA ACTIVE TR","titleOfClass":"STATE STREET US","cusip":"78470P408","value":9692546,"shares":149438,"shareType":"SH","priorValue":8673275,"priorShares":150213},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST PORT MARK ETF","cusip":"78463X509","value":7749032,"shares":149653,"shareType":"SH","priorValue":6257110,"priorShares":133385},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":7742445,"shares":38695,"shareType":"SH","priorValue":6668985,"priorShares":38240},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7551244,"shares":26096,"shareType":"SH","priorValue":5739094,"priorShares":22614},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":6302233,"shares":17635,"shareType":"SH","priorValue":5058502,"priorShares":17591},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST BLOO HIGH ETF","cusip":"78468R622","value":5036356,"shares":52261,"shareType":"SH","priorValue":2040761,"priorShares":21320},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":4815363,"shares":12909,"shareType":"SH","priorValue":4787345,"priorShares":12933},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":4552500,"shares":18091,"shareType":"SH","priorValue":3340776,"priorShares":15361},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":4303746,"shares":18057,"shareType":"SH","priorValue":3745355,"priorShares":17983},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":4197066,"shares":83292,"shareType":"SH","priorValue":6277494,"priorShares":137514},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STRET SPDR","cusip":"78468R440","value":3892996,"shares":116452,"shareType":"SH","priorValue":3859740,"priorShares":109527},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":3644369,"shares":9648,"shareType":"SH","priorValue":2620909,"priorShares":8468},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":3477279,"shares":57571,"shareType":"SH","priorValue":2969067,"priorShares":57086},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":3142261,"shares":74215,"shareType":"SH","priorValue":3133353,"priorShares":62417},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST LON TREAS ETF","cusip":"78464A664","value":3081308,"shares":117473,"shareType":"SH","priorValue":1515744,"priorShares":57633},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":2989464,"shares":51837,"shareType":"SH","priorValue":2573558,"priorShares":53261},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":2980874,"shares":54988,"shareType":"SH","priorValue":2894408,"priorShares":53462},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":2887046,"shares":15958,"shareType":"SH","priorValue":2704839,"priorShares":16359},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":2880250,"shares":11698,"shareType":"SH","priorValue":2861960,"priorShares":13753},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":2767257,"shares":4913,"shareType":"SH","priorValue":3043130,"priorShares":5319},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":2760626,"shares":114644,"shareType":"SH","priorValue":2848589,"priorShares":101445},{"issuer":"PROLOGIS INC.","titleOfClass":"COM","cusip":"74340W103","value":2741176,"shares":20235,"shareType":"SH","priorValue":2597428,"priorShares":19651},{"issuer":"SANOFI SA","titleOfClass":"SPONSORED ADR","cusip":"80105N105","value":2704397,"shares":63394,"shareType":"SH","priorValue":2735189,"priorShares":56770},{"issuer":"FIRSTENERGY CORP","titleOfClass":"COM","cusip":"337932107","value":2686898,"shares":56519,"shareType":"SH","priorValue":2585153,"priorShares":51029},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR USD ETF","cusip":"78468R515","value":2628924,"shares":103338,"shareType":"SH","priorValue":2396337,"priorShares":96626},{"issuer":"PAYCHEX INC","titleOfClass":"COM","cusip":"704326107","value":2627137,"shares":26718,"shareType":"SH","priorValue":2379958,"priorShares":25835},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":2532612,"shares":6875,"shareType":"SH","priorValue":3331735,"priorShares":7743},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":2521363,"shares":18333,"shareType":"SH","priorValue":2144365,"priorShares":18958},{"issuer":"BRITISH AMERN TOB PLC","titleOfClass":"SPONSORED ADR","cusip":"110448107","value":2511829,"shares":40671,"shareType":"SH","priorValue":2645169,"priorShares":45240},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STRET SPDR","cusip":"78468R861","value":2485300,"shares":131289,"shareType":"SH","priorValue":2329652,"priorShares":121399},{"issuer":"SSGA ACTIVE ETF TR","titleOfClass":"ST STR BL LN ETF","cusip":"78467V608","value":2460584,"shares":61072,"shareType":"SH","priorValue":2267487,"priorShares":56489},{"issuer":"TOTALENERGIES SE","titleOfClass":"ACT","cusip":"F92124100","value":2458071,"shares":31611,"shareType":"SH","priorValue":3811971,"priorShares":41899},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":2423670,"shares":35637,"shareType":"SH","priorValue":2068238,"priorShares":35549},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":2353500,"shares":30084,"shareType":"SH","priorValue":1172191,"priorShares":13528},{"issuer":"WEC ENERGY GROUP INC","titleOfClass":"COM","cusip":"92939U106","value":2304238,"shares":19733,"shareType":"SH","priorValue":1880630,"priorShares":16245},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST LONG BD ETF","cusip":"78464A367","value":2288591,"shares":102169,"shareType":"SH","priorValue":2165909,"priorShares":97476},{"issuer":"AMERICAN TOWER CORP","titleOfClass":"COM","cusip":"03027X100","value":2284830,"shares":13969,"shareType":"SH","priorValue":2364948,"priorShares":13703},{"issuer":"NATIONAL GRID PLC","titleOfClass":"SPONSORED ADR NE","cusip":"636274409","value":2155613,"shares":26012,"shareType":"SH","priorValue":1996009,"priorShares":23593},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":2143366,"shares":15830,"shareType":"SH","priorValue":2415543,"priorShares":15555},{"issuer":"AMCOR PLC","titleOfClass":"COM NEW","cusip":"G0250X149","value":2113843,"shares":48762,"shareType":"SH","priorValue":2002244,"priorShares":50371},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":2092580,"shares":9216,"shareType":"SH","priorValue":2394799,"priorShares":11342},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":2080808,"shares":12553,"shareType":"SH","priorValue":3429666,"priorShares":16576},{"issuer":"TC ENERGY CORP","titleOfClass":"COM","cusip":"87807B107","value":2027441,"shares":30584,"shareType":"SH","priorValue":1879599,"priorShares":30026},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":2026797,"shares":1690,"shareType":"SH","priorValue":1595535,"priorShares":1735},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P400MID","cusip":"78464A847","value":2021243,"shares":29918,"shareType":"SH","priorValue":1771563,"priorShares":29915},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":1992450,"shares":24052,"shareType":"SH","priorValue":2261646,"priorShares":32425},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":1932994,"shares":20440,"shareType":"SH","priorValue":78,"priorShares":1},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":1927438,"shares":15000,"shareType":"SH","priorValue":1789626,"priorShares":14878},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":1855710,"shares":8403,"shareType":"SH","priorValue":2367336,"priorShares":8015},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":1772391,"shares":4090,"shareType":"SH","priorValue":889927,"priorShares":4165},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":1729451,"shares":9809,"shareType":"SH","priorValue":723830,"priorShares":5729},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":1715788,"shares":13555,"shareType":"SH","priorValue":1740259,"priorShares":13291},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1672090,"shares":5108,"shareType":"SH","priorValue":1612882,"priorShares":5483},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":1639611,"shares":22788,"shareType":"SH","priorValue":1163108,"priorShares":17626},{"issuer":"PPL CORP","titleOfClass":"COM","cusip":"69351T106","value":1625475,"shares":44717,"shareType":"SH","priorValue":1376922,"priorShares":36045},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST INTL CAP ETF","cusip":"78463X871","value":1591004,"shares":36358,"shareType":"SH","priorValue":1483051,"priorShares":35118},{"issuer":"UNILEVER PLC","titleOfClass":"SPON ADR NEW","cusip":"904767803","value":1573279,"shares":26169,"shareType":"SH","priorValue":1492557,"priorShares":26199},{"issuer":"REGIONS FINANCIAL CORP NEW","titleOfClass":"COM","cusip":"7591EP100","value":1565477,"shares":51837,"shareType":"SH","priorValue":448,"priorShares":17},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":1533619,"shares":13057,"shareType":"SH","priorValue":1220303,"priorShares":15728},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":1503380,"shares":6713,"shareType":"SH","priorValue":165850,"priorShares":816},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1488667,"shares":3539,"shareType":"SH","priorValue":1281567,"priorShares":3447},{"issuer":"KIMCO REALTY CORP","titleOfClass":"COM","cusip":"49446R109","value":1479386,"shares":58358,"shareType":"SH","priorValue":1292897,"priorShares":57539},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":1455840,"shares":4020,"shareType":"SH","priorValue":1411211,"priorShares":4011},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":1414088,"shares":1446,"shareType":"SH","priorValue":1309779,"priorShares":1463},{"issuer":"SPDR SERIES TRUST","titleOfClass":"SST SPDR BLOOMBE","cusip":"78464A391","value":1346326,"shares":64356,"shareType":"SH","priorValue":1243343,"priorShares":60239},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":1291394,"shares":10379,"shareType":"SH","priorValue":1104938,"priorShares":9921},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1287975,"shares":3754,"shareType":"SH","priorValue":1126214,"priorShares":3726},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":1250152,"shares":12418,"shareType":"SH","priorValue":467713,"priorShares":4646},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":1233144,"shares":11234,"shareType":"SH","priorValue":1081544,"priorShares":11211},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":1230523,"shares":23341,"shareType":"SH","priorValue":1007136,"priorShares":30566},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":1174405,"shares":2722,"shareType":"SH","priorValue":171355,"priorShares":1044},{"issuer":"PRINCIPAL FINANCIAL GROUP IN","titleOfClass":"COM","cusip":"74251V102","value":1167568,"shares":10833,"shareType":"SH","priorValue":703139,"priorShares":7803},{"issuer":"MONDELEZ INTL INC","titleOfClass":"CL A","cusip":"609207105","value":1158780,"shares":20034,"shareType":"SH","priorValue":1141299,"priorShares":19800},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":1128084,"shares":11786,"shareType":"SH","priorValue":1132747,"priorShares":11736},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":1097390,"shares":23779,"shareType":"SH","priorValue":707114,"priorShares":15309},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1085959,"shares":9588,"shareType":"SH","priorValue":1190635,"priorShares":9580},{"issuer":"BANK OF NY MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":1053781,"shares":7287,"shareType":"SH","priorValue":940321,"priorShares":7927},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1042188,"shares":979,"shareType":"SH","priorValue":1135744,"priorShares":1603},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":1035371,"shares":20782,"shareType":"SH","priorValue":2125273,"priorShares":46232},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":1026083,"shares":6997,"shareType":"SH","priorValue":1016786,"priorShares":7040},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":1017896,"shares":2969,"shareType":"SH","priorValue":927976,"priorShares":3867},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR AGGRE ETF","cusip":"78464A649","value":1015955,"shares":39810,"shareType":"SH","priorValue":3464190,"priorShares":135214},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":1006726,"shares":12182,"shareType":"SH","priorValue":1012078,"priorShares":12713},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA IN CTRY ETF","cusip":"09290C764","value":954491,"shares":26079,"shareType":"SH","priorValue":65078,"priorShares":2024},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":947276,"shares":3730,"shareType":"SH","priorValue":918018,"priorShares":3756},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA LA CORE ETF","cusip":"09290C855","value":943298,"shares":18727,"shareType":"SH","priorValue":707309,"priorShares":17226},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":940731,"shares":9476,"shareType":"SH","priorValue":978748,"priorShares":9362},{"issuer":"STERLING CAP FDS","titleOfClass":"CAP HEDGED EQT P","cusip":"85917K454","value":938731,"shares":37549,"shareType":"SH","priorValue":782047,"priorShares":33178},{"issuer":"SNOWFLAKE INC","titleOfClass":"COM SHS","cusip":"833445109","value":930707,"shares":3657,"shareType":"SH","priorValue":538126,"priorShares":3568},{"issuer":"XCEL ENERGY INC","titleOfClass":"COM","cusip":"98389B100","value":920921,"shares":11469,"shareType":"SH","priorValue":1395297,"priorShares":17564},{"issuer":"DATADOG INC","titleOfClass":"CL A COM","cusip":"23804L103","value":880017,"shares":3380,"shareType":"SH","priorValue":306576,"priorShares":2597},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":861102,"shares":8916,"shareType":"SH","priorValue":712551,"priorShares":7871},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":851633,"shares":2415,"shareType":"SH","priorValue":838462,"priorShares":2549},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":832668,"shares":9666,"shareType":"SH","priorValue":744896,"priorShares":1705},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":821547,"shares":13259,"shareType":"SH","priorValue":998427,"priorShares":16320},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES DEFENSE","cusip":"09290C699","value":816536,"shares":25693,"shareType":"SH","priorValue":714278,"priorShares":21830},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":813453,"shares":4636,"shareType":"SH","priorValue":58606,"priorShares":282},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":798500,"shares":11207,"shareType":"SH","priorValue":759839,"priorShares":11858},{"issuer":"DARDEN RESTAURANTS INC","titleOfClass":"COM","cusip":"237194105","value":782426,"shares":3798,"shareType":"SH","priorValue":588,"priorShares":3},{"issuer":"STERLING CAP FDS","titleOfClass":"CAPITAL MULTI","cusip":"85917K462","value":768482,"shares":30581,"shareType":"SH","priorValue":592977,"priorShares":23719},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":761412,"shares":753,"shareType":"SH","priorValue":605052,"priorShares":715},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":760900,"shares":2250,"shareType":"SH","priorValue":713145,"priorShares":2358},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":760116,"shares":1914,"shareType":"SH","priorValue":576919,"priorShares":1813},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":758088,"shares":1305,"shareType":"SH","priorValue":70997,"priorShares":349},{"issuer":"ISHARES TR","titleOfClass":"CORE HIGH DV ETF","cusip":"46429B663","value":751573,"shares":27420,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":743896,"shares":9718,"shareType":"SH","priorValue":1666087,"priorShares":22409},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA US THEM ETF","cusip":"09290C806","value":723469,"shares":16782,"shareType":"SH","priorValue":971905,"priorShares":26833},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":706810,"shares":4823,"shareType":"SH","priorValue":551410,"priorShares":3748},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":687448,"shares":1338,"shareType":"SH","priorValue":647348,"priorShares":1296},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":681105,"shares":1822,"shareType":"SH","priorValue":493719,"priorShares":1740},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":680647,"shares":941,"shareType":"SH","priorValue":336192,"priorShares":984},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":661849,"shares":7531,"shareType":"SH","priorValue":644284,"priorShares":8418},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":653253,"shares":8038,"shareType":"SH","priorValue":1387114,"priorShares":18240},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":634660,"shares":1896,"shareType":"SH","priorValue":493962,"priorShares":1971},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":623416,"shares":540,"shareType":"SH","priorValue":3407,"priorShares":10},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":609615,"shares":2797,"shareType":"SH","priorValue":577982,"priorShares":2946},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":600896,"shares":625,"shareType":"SH","priorValue":606007,"priorShares":630},{"issuer":"METLIFE INC","titleOfClass":"COM","cusip":"59156R108","value":588018,"shares":6950,"shareType":"SH","priorValue":498922,"priorShares":7055},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":581583,"shares":5594,"shareType":"SH","priorValue":748634,"priorShares":5671},{"issuer":"L3HARRIS TECHNOLOGIES INC","titleOfClass":"COM","cusip":"502431109","value":580877,"shares":1999,"shareType":"SH","priorValue":762296,"priorShares":2209},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":567105,"shares":7859,"shareType":"SH","priorValue":560766,"priorShares":7796},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":557642,"shares":596,"shareType":"SH","priorValue":570405,"priorShares":572},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":550043,"shares":3631,"shareType":"SH","priorValue":632468,"priorShares":3960},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":549767,"shares":1844,"shareType":"SH","priorValue":14363,"priorShares":74},{"issuer":"EMCOR GROUP INC","titleOfClass":"COM","cusip":"29084Q100","value":534498,"shares":644,"shareType":"SH","priorValue":463553,"priorShares":628},{"issuer":"IQVIA HLDGS INC","titleOfClass":"COM","cusip":"46266C105","value":532842,"shares":2758,"shareType":"SH","priorValue":481042,"priorShares":2821},{"issuer":"DELTA AIR LINES INC","titleOfClass":"COM NEW","cusip":"247361702","value":524530,"shares":5600,"shareType":"SH","priorValue":786437,"priorShares":11830},{"issuer":"DOORDASH INC","titleOfClass":"CL A","cusip":"25809K105","value":513732,"shares":2784,"shareType":"SH","priorValue":415015,"priorShares":2764},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":510590,"shares":716,"shareType":"SH","priorValue":392993,"priorShares":730},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI TOTAL","cusip":"46432F834","value":502983,"shares":5270,"shareType":"SH","priorValue":151021,"priorShares":1743},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":501688,"shares":2715,"shareType":"SH","priorValue":371116,"priorShares":2882},{"issuer":"KINDER MORGAN INC DEL","titleOfClass":"COM","cusip":"49456B101","value":493088,"shares":15423,"shareType":"SH","priorValue":523388,"priorShares":15610},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":488679,"shares":10281,"shareType":"SH","priorValue":425832,"priorShares":10373},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":480041,"shares":8425,"shareType":"SH","priorValue":418574,"priorShares":8586},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":477403,"shares":1348,"shareType":"SH","priorValue":477541,"priorShares":1391},{"issuer":"PULTE GROUP INC","titleOfClass":"COM","cusip":"745867101","value":473988,"shares":3454,"shareType":"SH","priorValue":415567,"priorShares":3533},{"issuer":"PRUDENTIAL FINL INC","titleOfClass":"COM","cusip":"744320102","value":464158,"shares":4301,"shareType":"SH","priorValue":420798,"priorShares":4307},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":457451,"shares":1692,"shareType":"SH","priorValue":538042,"priorShares":1731},{"issuer":"INTERACTIVE BROKERS GROUP IN","titleOfClass":"COM CL A","cusip":"45841N107","value":456155,"shares":5241,"shareType":"SH","priorValue":522046,"priorShares":7784},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":456051,"shares":4738,"shareType":"SH","priorValue":233486,"priorShares":2423},{"issuer":"RBC BEARINGS INC","titleOfClass":"COM","cusip":"75524B104","value":454062,"shares":705,"shareType":"SH","priorValue":362804,"priorShares":668},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":451733,"shares":1606,"shareType":"SH","priorValue":393213,"priorShares":1622},{"issuer":"FIFTH THIRD BANCORP","titleOfClass":"COM","cusip":"316773100","value":449249,"shares":7970,"shareType":"SH","priorValue":368285,"priorShares":7927},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":448846,"shares":865,"shareType":"SH","priorValue":429711,"priorShares":867},{"issuer":"DIAMONDBACK ENERGY INC","titleOfClass":"COM","cusip":"25278X109","value":442731,"shares":2519,"shareType":"SH","priorValue":518608,"priorShares":2622},{"issuer":"RESTAURANT BRANDS INTL INC","titleOfClass":"COM","cusip":"76131D103","value":441524,"shares":6089,"shareType":"SH","priorValue":464888,"priorShares":6291},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":423952,"shares":4670,"shareType":"SH","priorValue":423844,"priorShares":5361},{"issuer":"SLB LIMITED","titleOfClass":"COM STK","cusip":"806857108","value":422338,"shares":9084,"shareType":"SH","priorValue":535107,"priorShares":10413},{"issuer":"FERGUSON ENTERPRISES INC","titleOfClass":"COMMON STOCK NEW","cusip":"31488V107","value":418389,"shares":1763,"shareType":"SH","priorValue":423727,"priorShares":1817},{"issuer":"JOHNSON CONTROLS INTERNATION","titleOfClass":"SHS","cusip":"G51502105","value":406392,"shares":2781,"shareType":"SH","priorValue":11702,"priorShares":89},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":403728,"shares":17723,"shareType":"SH","priorValue":274770,"priorShares":11993},{"issuer":"PHILLIPS EDISON & CO INC","titleOfClass":"COMMON STOCK","cusip":"71844V201","value":389889,"shares":9368,"shareType":"SH","priorValue":347641,"priorShares":9290},{"issuer":"VICTORY PORTFOLIOS II","titleOfClass":"SHS FR CA FL ETF","cusip":"92647X830","value":380232,"shares":8311,"shareType":"SH","priorValue":385713,"priorShares":9770},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":376642,"shares":498,"shareType":"SH","priorValue":438928,"priorShares":507},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":371794,"shares":7677,"shareType":"SH","priorValue":389279,"priorShares":8102},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":369444,"shares":3433,"shareType":"SH","priorValue":825303,"priorShares":7775},{"issuer":"SYSCO CORP","titleOfClass":"COM","cusip":"871829107","value":369179,"shares":4417,"shareType":"SH","priorValue":305483,"priorShares":4283},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":367716,"shares":2627,"shareType":"SH","priorValue":312793,"priorShares":2758},{"issuer":"AMERICAN ELEC PWR CO INC","titleOfClass":"COM","cusip":"025537101","value":356140,"shares":2603,"shareType":"SH","priorValue":352072,"priorShares":2686},{"issuer":"CARDINAL HEALTH INC","titleOfClass":"COM","cusip":"14149Y108","value":355954,"shares":1498,"shareType":"SH","priorValue":302069,"priorShares":1430},{"issuer":"GALLAGHER ARTHUR J & CO","titleOfClass":"COM","cusip":"363576109","value":353059,"shares":1538,"shareType":"SH","priorValue":338246,"priorShares":1562},{"issuer":"LAMAR ADVERTISING CO","titleOfClass":"CL A","cusip":"512816109","value":349085,"shares":2238,"shareType":"SH","priorValue":292722,"priorShares":2311},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":348007,"shares":4467,"shareType":"SH","priorValue":368921,"priorShares":4705},{"issuer":"ISHARES TR","titleOfClass":"MBS ETF","cusip":"464288588","value":342035,"shares":3619,"shareType":"SH","priorValue":236852,"priorShares":2494},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":338315,"shares":2963,"shareType":"SH","priorValue":224548,"priorShares":1893},{"issuer":"CARNIVAL CORP LTD","titleOfClass":"COMMON SHARES","cusip":"G2004J103","value":335503,"shares":11743,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":331583,"shares":798,"shareType":"SH","priorValue":217989,"priorShares":806},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":319378,"shares":2737,"shareType":"SH","priorValue":360500,"priorShares":2464},{"issuer":"T ROWE PRICE EXCHANGE-TRADED","titleOfClass":"SMALL MID CAP","cusip":"87283Q826","value":318845,"shares":7271,"shareType":"SH","priorValue":306108,"priorShares":8348},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":316422,"shares":15286,"shareType":"SH","priorValue":438530,"priorShares":15127},{"issuer":"PIMCO ETF TR","titleOfClass":"ENHNCD LW DUR AC","cusip":"72201R718","value":316390,"shares":3309,"shareType":"SH","priorValue":359978,"priorShares":3757},{"issuer":"ISHARES TR","titleOfClass":"10-20 YR TRS ETF","cusip":"464288653","value":314481,"shares":3134,"shareType":"SH","priorValue":338254,"priorShares":3358},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":307518,"shares":604,"shareType":"SH","priorValue":365846,"priorShares":605},{"issuer":"SMUCKER J M CO","titleOfClass":"COM NEW","cusip":"832696405","value":300032,"shares":2667,"shareType":"SH","priorValue":255373,"priorShares":2648},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":294020,"shares":1094,"shareType":"SH","priorValue":241795,"priorShares":1049},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":289200,"shares":4845,"shareType":"SH","priorValue":276820,"priorShares":5122},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":284318,"shares":1195,"shareType":"SH","priorValue":236747,"priorShares":1142},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":284218,"shares":10717,"shareType":"SH","priorValue":317895,"priorShares":12133},{"issuer":"PUBLIC SVC ENTERPRISE GROUP","titleOfClass":"COM","cusip":"744573106","value":278628,"shares":3433,"shareType":"SH","priorValue":277563,"priorShares":3429},{"issuer":"CENTERPOINT ENERGY INC","titleOfClass":"COM","cusip":"15189T107","value":271398,"shares":6163,"shareType":"SH","priorValue":266173,"priorShares":6167},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":269972,"shares":1291,"shareType":"SH","priorValue":213355,"priorShares":1296},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":254777,"shares":2017,"shareType":"SH","priorValue":282296,"priorShares":2026},{"issuer":"ROSS STORES INC","titleOfClass":"COM","cusip":"778296103","value":254032,"shares":1193,"shareType":"SH","priorValue":250040,"priorShares":1154},{"issuer":"BALL CORP","titleOfClass":"COM","cusip":"058498106","value":248246,"shares":3978,"shareType":"SH","priorValue":237386,"priorShares":4016},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":248025,"shares":1460,"shareType":"SH","priorValue":160351,"priorShares":1306},{"issuer":"EA SERIES TRUST","titleOfClass":"AST EQU KIN ETF","cusip":"02072L433","value":240282,"shares":5636,"shareType":"SH","priorValue":236927,"priorShares":6687},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":240108,"shares":1563,"shareType":"SH","priorValue":1062,"priorShares":13},{"issuer":"MONSTER BEVERAGE CORP NEW","titleOfClass":"COM","cusip":"61174X109","value":239627,"shares":2493,"shareType":"SH","priorValue":165064,"priorShares":2278},{"issuer":"BOSTON SCIENTIFIC CORP","titleOfClass":"COM","cusip":"101137107","value":230254,"shares":5395,"shareType":"SH","priorValue":365575,"priorShares":5826},{"issuer":"ROKU INC","titleOfClass":"COM CL A","cusip":"77543R102","value":219735,"shares":1591,"shareType":"SH","priorValue":143980,"priorShares":1522},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA SYST AL ETF","cusip":"09290C665","value":217055,"shares":7738,"shareType":"SH"},{"issuer":"THE CIGNA GROUP","titleOfClass":"COM","cusip":"125523100","value":216642,"shares":786,"shareType":"SH","priorValue":226969,"priorShares":851},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":207323,"shares":684,"shareType":"SH","priorValue":187279,"priorShares":715},{"issuer":"WP CAREY INC","titleOfClass":"COM","cusip":"92936U109","value":202150,"shares":2827,"shareType":"SH","priorValue":195515,"priorShares":2877},{"issuer":"BECTON DICKINSON & CO","titleOfClass":"COM","cusip":"075887109","value":201334,"shares":1330,"shareType":"SH","priorValue":221700,"priorShares":1410},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":200347,"shares":1185,"shareType":"SH","priorValue":203229,"priorShares":1116},{"issuer":"CROWN CASTLE INC","titleOfClass":"COM","cusip":"22822V101","value":199801,"shares":2638,"shareType":"SH","priorValue":216023,"priorShares":2657}]},"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."}