{"url":"https://nivawealth.com/firms/strategic-wealth-investment-group-165474","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/165474","regulatoryAum":1384291490,"crd":"165474","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7337389","suffix":null,"lastName":"Bosman","firstName":"Erik","middleName":"Richard"},{"crd":"7389522","suffix":null,"lastName":"Bryzeal","firstName":"Spencer","middleName":null},{"crd":"7681678","suffix":null,"lastName":"Dague","firstName":"Ashlie","middleName":"Danielle"},{"crd":"6916967","suffix":null,"lastName":"De Lessio","firstName":"Robert","middleName":"Thomas"},{"crd":"2882253","suffix":null,"lastName":"DICKEN","firstName":"MATTHEW","middleName":"JAMES"},{"crd":"8070013","suffix":null,"lastName":"Dreier","firstName":"David","middleName":null},{"crd":"7476243","suffix":null,"lastName":"Gaines","firstName":"Bradley","middleName":"Scott"},{"crd":"3095277","suffix":null,"lastName":"GAYLE","firstName":"PETER","middleName":"CASEY"},{"crd":"4980590","suffix":null,"lastName":"GEHRI","firstName":"JOHN","middleName":"MATHEW"},{"crd":"6564933","suffix":null,"lastName":"HARPER","firstName":"SHAWN","middleName":"ROBERT"},{"crd":"7915884","suffix":null,"lastName":"Hesseltine","firstName":"Caleb","middleName":"W"},{"crd":"7768866","suffix":null,"lastName":"Kinsey","firstName":"Aaron","middleName":null},{"crd":"7058148","suffix":null,"lastName":"Leninger","firstName":"Austen","middleName":"Joseph"},{"crd":"4086730","suffix":null,"lastName":"Moore","firstName":"Jason","middleName":"Barrett"},{"crd":"7777199","suffix":null,"lastName":"Morris","firstName":"Jeanine","middleName":null},{"crd":"7563422","suffix":null,"lastName":"Muldoon","firstName":"Madeleine","middleName":"Rose"},{"crd":"1041839","suffix":null,"lastName":"PILVINIS","firstName":"PHILLIS","middleName":"SAX"},{"crd":"6972608","suffix":null,"lastName":"Pilvinis","firstName":"Scott","middleName":"Michael"},{"crd":"8053031","suffix":null,"lastName":"Portaro","firstName":"Dominic","middleName":null},{"crd":"6822853","suffix":null,"lastName":"PROVART","firstName":"JACOB","middleName":null},{"crd":"2490766","suffix":null,"lastName":"REEVES","firstName":"MICHAEL","middleName":"DAVID"},{"crd":"6897339","suffix":null,"lastName":"Reilly","firstName":"Thomas","middleName":"Warren"},{"crd":"7909480","suffix":null,"lastName":"Robinson","firstName":"John","middleName":"Luke"},{"crd":"8010174","suffix":null,"lastName":"Rodriguez Pena","firstName":"Hairo","middleName":"Jose"},{"crd":"7341376","suffix":null,"lastName":"Sandberg","firstName":"Grant","middleName":"Robert"},{"crd":"6519627","suffix":null,"lastName":"SCHWARTZ","firstName":"JORDAN","middleName":null},{"crd":"7864934","suffix":null,"lastName":"Seter","firstName":"Andrew","middleName":null},{"crd":"4861445","suffix":null,"lastName":"SMITH","firstName":"JOSHUA","middleName":"MATTHEW"},{"crd":"7119944","suffix":null,"lastName":"Teague","firstName":"Quinn","middleName":null},{"crd":"7370346","suffix":null,"lastName":"Tieri","firstName":"Nicholas","middleName":null},{"crd":"7155610","suffix":null,"lastName":"TRESHOCK","firstName":"THOMAS","middleName":"JOSEPH"},{"crd":"6854006","suffix":null,"lastName":"Walbridge","firstName":"Tyler","middleName":"McIntyre"},{"crd":"8186490","suffix":null,"lastName":"Weston","firstName":"Jonathan","middleName":"Matthew"}],"total":33,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-26","regulatoryAum":222436400,"clients":1633,"employees":35,"offices":6},{"filedOn":"2022-03-23","regulatoryAum":490119220,"clients":2327,"employees":45,"offices":9},{"filedOn":"2023-08-09","regulatoryAum":627838627,"clients":5807,"employees":76,"offices":15},{"filedOn":"2024-05-23","regulatoryAum":900767493,"clients":4232,"employees":76,"offices":18},{"filedOn":"2025-05-22","regulatoryAum":1110956980,"clients":4628,"employees":88,"offices":18},{"filedOn":"2026-03-23","regulatoryAum":1384291490,"clients":3900,"employees":88,"offices":20}],"secFileNumber":"801-117642","legalName":"Strategic Wealth Investment Group, LLC","displayName":"Strategic Wealth Investment Group","slug":"strategic-wealth-investment-group-165474","website":"https://swdgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"500 N. Hurtsbourne Parkway, Suite 120","city":"Louisville","state":"KY","stateName":"Kentucky","country":"United States","postalCode":"40222"},"tradeNames":["Strategic Wealth Designers"],"registration":{"secApproved":"14 November 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":354946.5358974359,"staff":{"employees":88,"advisory":41,"brokerDealerReps":0,"insuranceAgents":36,"promoters":0},"aum":{"regulatory":1384291490,"discretionary":1384291490,"discretionaryAccounts":8606,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":3614,"regulatoryAum":912701380},{"label":"High-net-worth individuals","clients":286,"regulatoryAum":471590110}],"feePrograms":[{"role":"main","program":"Investment Advisory Fees","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.5,"from":0},{"to":2500000,"pct":1,"from":1000000},{"to":5000000,"pct":0.75,"from":2500000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023687","versionId":1023687,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-23","documentName":"FORM ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Financial planning fees are negotiable by scope and complexity of the engagement, generally due in advance, with no payment more than six months ahead.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023687","versionId":1023687,"submittedOn":"2026-03-23","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:01:33.998694+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023687","versionId":1023687,"submittedOn":"2026-03-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":1384291490}],"custodyNote":"Strategic Wealth Investment Group has custody of $928 for 404,486,016 clients.","otherCustodians":[],"leadership":[{"name":"Peter Gayle","title":"CCO","crd":"3095277"},{"name":"Laurin Scaffidi","title":"Director of Culture & Strategic Initiatives","crd":"7890964"},{"name":"Matthew Dicken","title":"Founder/CEO","crd":"2882253"},{"name":"Jordan Schwartz","title":"Partner","crd":"6519627"}],"ownership":[{"label":"Matthew Dicken","detail":"Founder/ceo in the 75% or more ownership band and a control person, since July 2002."},{"label":"Jordan Schwartz","detail":"Partner in the 5% to 10% ownership band and a control person, since June 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":19,"privateResidences":0},"listedOfficeAddresses":20,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"9220 W Union Hills Drive","city":"Peoria"}]},{"state":"Colorado","offices":2,"addresses":[{"street":"11030 Circle Point Road","city":"Westminster"},{"street":"4600 South Syracuse Street","city":"Denver"}]},{"state":"Florida","offices":3,"addresses":[{"street":"1 Alhambra Plaza","city":"Coral Gables"},{"street":"3030 N Rocky Point DR","city":"Tampa"},{"street":"111 North Orange Avenue Suite 800, Office # 853","city":"Orlando"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"1100 Abernathy Road N.e.","city":"Atlanta"}]},{"state":"Indiana","offices":2,"addresses":[{"street":"2680 E. Main Street","city":"Plainfield"},{"street":"9025 River Road","city":"Indianapolis"}]},{"state":"Kentucky","offices":1,"addresses":[{"street":"500 N. Hurtsbourne Parkway, Suite 120","city":"Louisville","headquarters":true}]},{"state":"North Carolina","offices":2,"addresses":[{"street":"8041 Arco Corporate Drive","city":"Raleigh"},{"street":"13146 Ballantyne Corp Place","city":"Charlotte"}]},{"state":"Ohio","offices":1,"addresses":[{"street":"5181 Natorp BLVD Suite 100","city":"Mason"}]},{"state":"Texas","offices":5,"addresses":[{"street":"2000 W Sam Houston Parkway S","city":"Houston"},{"street":"101 Summit Ave","city":"Fort Worth"},{"street":"3711 South Mopac Expressway","city":"Austin"},{"street":"12377 Merit Drive","city":"Dallas"},{"street":"8000 Ih-10 West, Suite 970","city":"San Antonio"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"1921 Gallows RD","city":"Vienna"}]},{"state":"Washington","offices":1,"addresses":[{"street":"3535 Factoria BLVD Se","city":"Bellevue"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"502-412-3354","stateRegisteredReps":32,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops"],"financialPlanningClients":"3000","assetMix":[{"label":"Exchange-traded equity securities","percent":45},{"label":"Investment grade corporate bonds","percent":3},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":46},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/165474/PDF/165474.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023687","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 Strategic Wealth Investment Group have?","answer":"Strategic Wealth Investment Group has 3,900 clients and manages $1.38 billion for them, as of March 2026. They include 3,614 individual clients and 286 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strategic Wealth Investment Group offer?","answer":"Strategic Wealth Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Strategic Wealth Investment Group charge?","answer":"Strategic Wealth Investment Group charges 0.50%–1.50% a year for its Investment Advisory Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Strategic Wealth Investment Group use?","answer":"Strategic Wealth Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.38B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Strategic Wealth Investment Group have?","answer":"Strategic Wealth Investment Group has 32 investment adviser representatives registered with state securities authorities, out of 88 employees, and 41 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 36 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 Strategic Wealth Investment Group invest in?","answer":"At the end of its last fiscal year, Strategic Wealth Investment Group’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 45% exchange-traded equities, 3% investment grade corporate bonds, 3% cash and equivalents, 2% pooled vehicles (private funds and similar) and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strategic Wealth Investment Group?","answer":"Strategic Wealth Investment Group’s direct owners are Matthew Dicken (75% or more) and Jordan Schwartz (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strategic Wealth Investment Group get paid?","answer":"Strategic Wealth Investment Group is paid through a percentage of assets under management and hourly charges. 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 Strategic Wealth Investment Group?","answer":"Strategic Wealth Investment Group’s main office is at 500 N. Hurtsbourne Parkway, Suite 120, Louisville, KY 40222. Its phone number is 502-412-3354. Its website is swdgroup.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/strategic-wealth-investment-group-165474/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-05-11","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1802365/000180236526000002/0001802365-26-000002-index.html","totalValue":788060840,"positionCount":94,"top10Share":0.3978067365966313,"top10":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A672","value":63477010,"shares":2214829,"shareType":"SH"},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":39641110,"shares":479047,"shareType":"SH"},{"issuer":"EXCHANGE LISTED FDS TR","titleOfClass":"BANCREEK US LARG","cusip":"30151E558","value":36223203,"shares":1134102,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":30360143,"shares":145773,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A664","value":29222175,"shares":1111109,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":25482862,"shares":100409,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":23839258,"shares":64401,"shareType":"SH"},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":22619266,"shares":34781,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":21815926,"shares":70485,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":20814958,"shares":70761,"shareType":"SH"}],"positionsListed":94,"positions":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A672","value":63477010,"shares":2214829,"shareType":"SH"},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":39641110,"shares":479047,"shareType":"SH"},{"issuer":"EXCHANGE LISTED FDS TR","titleOfClass":"BANCREEK US LARG","cusip":"30151E558","value":36223203,"shares":1134102,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":30360143,"shares":145773,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A664","value":29222175,"shares":1111109,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":25482862,"shares":100409,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":23839258,"shares":64401,"shareType":"SH"},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":22619266,"shares":34781,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":21815926,"shares":70485,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":20814958,"shares":70761,"shareType":"SH"},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":20720185,"shares":48154,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":20593911,"shares":118084,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":19073619,"shares":33338,"shareType":"SH"},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":17771704,"shares":36156,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":16161124,"shares":182200,"shareType":"SH"},{"issuer":"HUBBELL INC","titleOfClass":"COM","cusip":"443510607","value":15853259,"shares":32305,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"FALLEN ANGEL HG","cusip":"92189F437","value":15778610,"shares":549395,"shareType":"SH"},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":14646859,"shares":17313,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":14457316,"shares":50276,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":14262773,"shares":58349,"shareType":"SH"},{"issuer":"EXCHANGE LISTED FDS TR","titleOfClass":"BANCREEK INT LC","cusip":"30151E541","value":13519354,"shares":514513,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":12242455,"shares":40506,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL HIGH ETF","cusip":"921946794","value":12153147,"shares":128960,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78468R663","value":11789638,"shares":128652,"shareType":"SH"},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":11667948,"shares":62506,"shareType":"SH"},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":11468020,"shares":23132,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":11104406,"shares":12073,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":10657083,"shares":68627,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":10358945,"shares":10396,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL ENERG ETF","cusip":"464287341","value":10344528,"shares":179561,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":10334982,"shares":71552,"shareType":"SH"},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":10095394,"shares":53246,"shareType":"SH"},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":9931619,"shares":75849,"shareType":"SH"},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":9911275,"shares":32767,"shareType":"SH"},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":9712674,"shares":105218,"shareType":"SH"},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":9624594,"shares":133805,"shareType":"SH"},{"issuer":"MARSH & MCLENNAN COS INC","titleOfClass":"COM","cusip":"571748102","value":9466101,"shares":54575,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":9219349,"shares":42390,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":9180657,"shares":46127,"shareType":"SH"},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":8356158,"shares":72669,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":8219652,"shares":33911,"shareType":"SH"},{"issuer":"BOSTON SCIENTIFIC CORP","titleOfClass":"COM","cusip":"101137107","value":7317027,"shares":116606,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"PFD AND INCM SEC","cusip":"464288687","value":6607791,"shares":217935,"shareType":"SH"},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":6492178,"shares":28253,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":6452011,"shares":11179,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":6239270,"shares":64891,"shareType":"SH"},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":5958030,"shares":35117,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"STATE STREET UTI","cusip":"81369Y886","value":5883926,"shares":128218,"shareType":"SH"},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":5605103,"shares":74635,"shareType":"SH"},{"issuer":"EA SERIES TRUST","titleOfClass":"COASTAL COMPASS","cusip":"02072L169","value":2638368,"shares":93584,"shareType":"SH"},{"issuer":"ABRDN PRECIOUS METALS BASKET","titleOfClass":"PHYSCL PRECS MET","cusip":"003263100","value":2528841,"shares":11562,"shareType":"SH"},{"issuer":"GLOBAL X FDS","titleOfClass":"GLB X MLP ENRG I","cusip":"37954Y293","value":2503800,"shares":33863,"shareType":"SH"},{"issuer":"ARK ETF TR","titleOfClass":"AUTNMUS TECHNLGY","cusip":"00214Q203","value":2332438,"shares":20742,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"AGRIBUSINESS ETF","cusip":"92189F700","value":1791909,"shares":21206,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MATERIALS ETF","cusip":"92204A801","value":1689716,"shares":7499,"shareType":"SH"},{"issuer":"ARK ETF TR","titleOfClass":"INNOVATION ETF","cusip":"00214Q104","value":1562681,"shares":23120,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"FUTURE EXPONENTI","cusip":"46434V381","value":1514632,"shares":22225,"shareType":"SH"},{"issuer":"AMPLIFY ETF TR","titleOfClass":"BLOCKCHAIN TECHN","cusip":"032108607","value":1478482,"shares":29682,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1049079,"shares":2822,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"INDIA ERNGS FD","cusip":"97717W422","value":1034223,"shares":25349,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":1022059,"shares":2340,"shareType":"SH"},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":980223,"shares":7758,"shareType":"SH"},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":972018,"shares":4902,"shareType":"SH"},{"issuer":"AMPLIFY ETF TR","titleOfClass":"AMPLIFY CYBERSEC","cusip":"032108664","value":850244,"shares":11323,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":721861,"shares":2136,"shareType":"SH"},{"issuer":"HOULIHAN LOKEY INC","titleOfClass":"CL A","cusip":"441593100","value":704187,"shares":4903,"shareType":"SH"},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":654625,"shares":3044,"shareType":"SH"},{"issuer":"PROSHARES TR","titleOfClass":"S&P 500 DV ARIST","cusip":"74348A467","value":612744,"shares":5780,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"STATE STREET SPD","cusip":"78463X475","value":572943,"shares":7568,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":538721,"shares":4335,"shareType":"SH"},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":519668,"shares":1672,"shareType":"SH"},{"issuer":"KEYSIGHT TECHNOLOGIES INC","titleOfClass":"COM","cusip":"49338L103","value":517584,"shares":1833,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":464020,"shares":1446,"shareType":"SH"},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 MOMNTM","cusip":"46138E339","value":443507,"shares":3956,"shareType":"SH"},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREATION UNI","cusip":"14020G101","value":435660,"shares":10840,"shareType":"SH"},{"issuer":"DAVIS FUNDAMENTAL ETF TR","titleOfClass":"SELECT FINL","cusip":"23908L108","value":422348,"shares":9419,"shareType":"SH"},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":411197,"shares":2254,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":410021,"shares":5842,"shareType":"SH"},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"DISRUPTIVE COMMU","cusip":"316092162","value":359554,"shares":8353,"shareType":"SH"},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":312887,"shares":4114,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":308366,"shares":472,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":291737,"shares":1970,"shareType":"SH"},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":275146,"shares":2855,"shareType":"SH"},{"issuer":"STERIS PLC","titleOfClass":"SHS USD","cusip":"G8473T100","value":264914,"shares":1198,"shareType":"SH"},{"issuer":"CAPITAL GROUP DIVIDEND VALUE","titleOfClass":"SHS CREATION UNI","cusip":"14020W106","value":261621,"shares":6150,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":252636,"shares":362,"shareType":"SH"},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":246977,"shares":5373,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":237498,"shares":827,"shareType":"SH"},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENHANCED LARGE","cusip":"316092113","value":236245,"shares":6514,"shareType":"SH"},{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":233142,"shares":713,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":225224,"shares":470,"shareType":"SH"},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":224128,"shares":259,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":217537,"shares":661,"shareType":"SH"},{"issuer":"CREATIVE MEDIA & CMNTY TR","titleOfClass":"COM NEW","cusip":"12564W227","value":6843,"shares":11138,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}