{"url":"https://nivawealth.com/firms/tounjian-advisory-partners-329635","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/329635","regulatoryAum":675467357,"crd":"329635","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7267538","suffix":null,"lastName":"Antonucci","firstName":"David","middleName":"Joshua"},{"crd":"7495479","suffix":null,"lastName":"Cully","firstName":"Stephen","middleName":"Timothy"},{"crd":"7533654","suffix":null,"lastName":"Eisenhauer","firstName":"Garrett","middleName":"Scot"},{"crd":"6823334","suffix":"III","lastName":"HARRELL","firstName":"CURTIS","middleName":"WATSON"},{"crd":"3048792","suffix":null,"lastName":"TOUNJIAN","firstName":"ALFRED","middleName":"MICHAEL"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-07-02","regulatoryAum":459031318,"clients":484,"employees":8,"offices":2},{"filedOn":"2025-07-25","regulatoryAum":518345692,"clients":550,"employees":9,"offices":2},{"filedOn":"2026-03-11","regulatoryAum":675467357,"clients":583,"employees":10,"offices":2}],"secFileNumber":"801-129470","legalName":"Tounjian Advisory Partners LLC","displayName":"Tounjian Advisory Partners","slug":"tounjian-advisory-partners-329635","website":"https://advantagewealthpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2023","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8870 Daniels Parkway","city":"Fort Myers","state":"FL","stateName":"Florida","country":"United States","postalCode":"33912"},"tradeNames":["Advantage Wealth Partners","Saving the Investor"],"registration":{"secApproved":"8 February 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1139904.9842105263,"staff":{"employees":10,"advisory":4,"brokerDealerReps":0,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":675467357,"discretionary":675467357,"discretionaryAccounts":1804,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":675467357,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":373,"regulatoryAum":192077127},{"label":"High-net-worth individuals","clients":197,"regulatoryAum":457668714},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":15305851},{"label":"Corporations and other businesses","clients":6,"regulatoryAum":10415665}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017454","versionId":1017454,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-11","documentName":"ADVANTAGE WEALTH PARTNERS DISCLOSURE BROCHURE","fee_rate_low":0.6,"fee_rate_high":1.4,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:54:48.097876+00:00","documents":[{"name":"ADVANTAGE WEALTH PARTNERS DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017454","versionId":1017454,"submittedOn":"2026-03-11"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":92199816},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":583267541}],"custodyNote":"Tounjian Advisory Partners has custody of $371M for 134 clients.","otherCustodians":[],"leadership":[{"name":"Alfred Tounjian","title":"Managing Member, Investment Adviser Representative, President","crd":"3048792"},{"name":"Dustin Meza","title":"Chief Compliance Officer","crd":"4265066"}],"ownership":[{"label":"Tounjian Holdings, LLC","detail":"Managing member in the 75% or more ownership band and a control person, since October 2023."},{"label":"Tounjian Financial Partners, LLC","detail":"Indirect owner: a managing member of Tounjian Holdings, LLC in the 50% to 75% band and a control person, since October 2023.","parent":"Tounjian Holdings, LLC"},{"label":"Adt Legacy, Inc.","detail":"Indirect owner: a managing member of Tounjian Financial Partners, LLC in the 50% to 75% band and a control person, since October 2023.","parent":"Tounjian Financial Partners, LLC"},{"label":"NBC Legacy, Inc.","detail":"Indirect owner: a managing member of Tounjian Financial Partners, LLC in the 50% to 75% band and a control person, since October 2023.","parent":"Tounjian Financial Partners, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"8870 Daniels Parkway","city":"Fort Myers","headquarters":true},{"street":"999 Vanderbilt Beach Road","city":"Naples"}]}],"brochureServices":["insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"239-561-1155","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"500","assetMix":[{"label":"Exchange-traded equity securities","percent":53},{"label":"Investment grade corporate bonds","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":37},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"11 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/329635/PDF/329635.pdf","brochureDate":"11 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017454","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 Tounjian Advisory Partners have?","answer":"Tounjian Advisory Partners has 583 clients and manages $675 million for them, as of March 2026. They include 373 individual clients, 197 high-net-worth individuals, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tounjian Advisory Partners offer?","answer":"Tounjian Advisory Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance.","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 Tounjian Advisory Partners charge?","answer":"Tounjian Advisory Partners charges 0.60%–1.40% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.","source":"ADVANTAGE WEALTH PARTNERS DISCLOSURE BROCHURE, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Tounjian Advisory Partners use?","answer":"Tounjian Advisory Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $583M and Charles Schwab & Co., Inc. (Westlake, TX), with $92.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tounjian Advisory Partners have?","answer":"Tounjian Advisory Partners has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 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 Tounjian Advisory Partners invest in?","answer":"At the end of its last fiscal year, Tounjian Advisory Partners’ separately managed accounts held 53% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 7% investment grade corporate bonds and 3% cash and equivalents.","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 Tounjian Advisory Partners?","answer":"Tounjian Advisory Partners is owned through a chain of holding companies by Adt Legacy, Inc. and NBC Legacy, Inc. Its direct owner is Tounjian Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tounjian Advisory Partners get paid?","answer":"Tounjian Advisory Partners is paid through a percentage of assets under management. 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 Tounjian Advisory Partners?","answer":"Tounjian Advisory Partners’ main office is at 8870 Daniels Parkway, Fort Myers, FL 33912. Its phone number is 239-561-1155. Its website is advantagewealthpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/tounjian-advisory-partners-329635/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-07","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2039850/000203985026000001/0002039850-26-000001-index.html","totalValue":233811411,"positionCount":789,"top10Share":0.40888666464614937,"top10":[{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"GROWTH STRENGTH","cusip":"33733E823","value":38463565,"shares":1039494,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT LADD BUFF ETF","cusip":"33740F755","value":9040846,"shares":247491,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":8549320,"shares":29546,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY ULTRA B","cusip":"45782C532","value":7520757,"shares":180440,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":7042735,"shares":35198,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":5559867,"shares":23327,"shareType":"SH"},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":4971005,"shares":13301,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":4893932,"shares":13120,"shareType":"SH"},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":4865751,"shares":28478,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":4694590,"shares":11162,"shareType":"SH"}],"positionsListed":200,"positions":[{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"GROWTH STRENGTH","cusip":"33733E823","value":38463565,"shares":1039494,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT LADD BUFF ETF","cusip":"33740F755","value":9040846,"shares":247491,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":8549320,"shares":29546,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY ULTRA B","cusip":"45782C532","value":7520757,"shares":180440,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":7042735,"shares":35198,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":5559867,"shares":23327,"shareType":"SH"},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":4971005,"shares":13301,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":4893932,"shares":13120,"shareType":"SH"},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":4865751,"shares":28478,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":4694590,"shares":11162,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"INDXX AEROSPACE","cusip":"33733E831","value":4666024,"shares":101945,"shareType":"SH"},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":4366280,"shares":37172,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":4357338,"shares":12355,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":4279531,"shares":37785,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":4010880,"shares":18529,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":3992239,"shares":4268,"shareType":"SH"},{"issuer":"GARMIN LTD","titleOfClass":"SHS","cusip":"H2906T109","value":3924079,"shares":16520,"shareType":"SH"},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":3835618,"shares":14190,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIA US MAY ETF","cusip":"00888H752","value":3685591,"shares":105999,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":3577985,"shares":50112,"shareType":"SH"},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":3395938,"shares":23173,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":3220198,"shares":7748,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":3211434,"shares":36543,"shareType":"SH"},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":3184200,"shares":4264,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":3172124,"shares":4619,"shareType":"SH"},{"issuer":"ELEVATION SERIES TRUST","titleOfClass":"TRUE SE BUFF ETF","cusip":"210322608","value":2765780,"shares":100246,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQT","cusip":"00888H646","value":2692359,"shares":87315,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIA US JUN ETF","cusip":"00888H737","value":2317955,"shares":67402,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUSEL 2500 ETF","cusip":"46435G268","value":2251605,"shares":24573,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NO AMER ENERGY","cusip":"33738D101","value":2142908,"shares":49262,"shareType":"SH"},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":2075859,"shares":24282,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"ENERGY INM PARTN","cusip":"33739Q804","value":2003562,"shares":64012,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"336917109","value":1888960,"shares":38820,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"SKYB CRY IND ETF","cusip":"33740F540","value":1832501,"shares":161312,"shareType":"SH"},{"issuer":"PIMCO ETF TR","titleOfClass":"ULTR SH GO AC FD","cusip":"72201R577","value":1657353,"shares":16421,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1443879,"shares":4086,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"33734H106","value":1436189,"shares":29809,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST U.S EQT","cusip":"33740F441","value":1364712,"shares":31708,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT ULTRA BFR","cusip":"45782C425","value":1340266,"shares":34677,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQT","cusip":"00888H760","value":1279196,"shares":32802,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":1231117,"shares":15188,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F680","value":1181114,"shares":24897,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F839","value":1147878,"shares":22354,"shareType":"SH"},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"SHORT TERM TREA","cusip":"82889N657","value":1008128,"shares":49358,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIA US JAN ETF","cusip":"00888H802","value":982072,"shares":25393,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST DEEP ETF","cusip":"33740U703","value":977312,"shares":32884,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST LAD","cusip":"33740U729","value":938755,"shares":33611,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"QUITY MANAGD FLR","cusip":"45783Y673","value":926451,"shares":24014,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":841051,"shares":1493,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST UQ EQT","cusip":"33740F672","value":838233,"shares":17957,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":836040,"shares":2213,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIA US FEB ETF","cusip":"00888H786","value":833520,"shares":23453,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FT VEST S&P 500","cusip":"33739Q705","value":796760,"shares":15777,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQT","cusip":"00888H794","value":773251,"shares":21690,"shareType":"SH"},{"issuer":"ELEVATION SERIES TRUST","titleOfClass":"TRUE ST SEPT ETF","cusip":"210322798","value":764135,"shares":16816,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C573","value":750890,"shares":16931,"shareType":"SH"},{"issuer":"CENCORA INC","titleOfClass":"COM","cusip":"03073E105","value":735954,"shares":2601,"shareType":"SH"},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":683615,"shares":8252,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":679170,"shares":2674,"shareType":"SH"},{"issuer":"ELEVATION SERIES TRUST","titleOfClass":"S&P AU DE IN ETF","cusip":"210322574","value":650583,"shares":25899,"shareType":"SH"},{"issuer":"S&P GLOBAL INC","titleOfClass":"COM","cusip":"78409V104","value":600372,"shares":1474,"shareType":"SH"},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":567124,"shares":285,"shareType":"SH"},{"issuer":"ABRDN FDS","titleOfClass":"EMER MKTS DI ETF","cusip":"00384X301","value":565191,"shares":11446,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI INTL","cusip":"46435G326","value":559242,"shares":6283,"shareType":"SH"},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":557347,"shares":2355,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 GR ETF","cusip":"464289438","value":543896,"shares":1872,"shareType":"SH"},{"issuer":"IDEXX LABS INC","titleOfClass":"COM","cusip":"45168D104","value":530652,"shares":1008,"shareType":"SH"},{"issuer":"CONSTELLATION ENERGY CORP","titleOfClass":"COM","cusip":"21037T109","value":507394,"shares":2043,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"DEFINED WLT SHLD","cusip":"45783Y855","value":505106,"shares":14739,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":484189,"shares":1597,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FT VEST RIS","cusip":"33738D879","value":438836,"shares":14926,"shareType":"SH"},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":421276,"shares":827,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":421153,"shares":3524,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST U.S EQT","cusip":"33740U695","value":410544,"shares":9882,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"EQUI DEFI 1 APRI","cusip":"45784N726","value":406287,"shares":15251,"shareType":"SH"},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":395862,"shares":3467,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST NASD ETF","cusip":"33740U752","value":386142,"shares":9833,"shareType":"SH"},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":375602,"shares":881,"shareType":"SH"},{"issuer":"SYNOPSYS INC","titleOfClass":"COM","cusip":"871607107","value":374253,"shares":839,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":353911,"shares":481,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 VL ETF","cusip":"464289420","value":347581,"shares":3305,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":331343,"shares":7681,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":329717,"shares":4092,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT ULTRA BF","cusip":"45782C730","value":324892,"shares":8430,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":324179,"shares":876,"shareType":"SH"},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"US EQT PLS DWNSD","cusip":"82889N202","value":323810,"shares":7806,"shareType":"SH"},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":305303,"shares":2389,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":304748,"shares":638,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":304667,"shares":853,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"VEST BUFFERED","cusip":"33740U760","value":304666,"shares":11770,"shareType":"SH"},{"issuer":"ELEVATION SERIES TRUST","titleOfClass":"TRUE QU BEAR ETF","cusip":"210322509","value":302155,"shares":12696,"shareType":"SH"},{"issuer":"OLD DOMINION FREIGHT LINE IN","titleOfClass":"COM","cusip":"679580100","value":298798,"shares":1379,"shareType":"SH"},{"issuer":"BELPOINTE PREP LLC","titleOfClass":"UNIT RP LTD LB A","cusip":"080694102","value":284104,"shares":6273,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT ULTRA BF","cusip":"45782C672","value":280790,"shares":6672,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F516","value":276266,"shares":6136,"shareType":"SH"},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":263392,"shares":715,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"BLOOMBERG AI ETF","cusip":"33734X739","value":263350,"shares":4841,"shareType":"SH"},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":263122,"shares":247,"shareType":"SH"},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":261648,"shares":1727,"shareType":"SH"},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":257811,"shares":756,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C540","value":246980,"shares":5382,"shareType":"SH"},{"issuer":"PROSHARES TR","titleOfClass":"S&P 500 DV ARIST","cusip":"74348A467","value":245559,"shares":4372,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US","cusip":"33740F631","value":242416,"shares":5325,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT ULTRA BF","cusip":"45782C300","value":241893,"shares":5336,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"US LRGCP B10 DEC","cusip":"00888H836","value":226940,"shares":5780,"shareType":"SH"},{"issuer":"MERCADOLIBRE  INC","titleOfClass":"COM","cusip":"58733R102","value":217266,"shares":128,"shareType":"SH"},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":215679,"shares":187,"shareType":"SH"},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":214066,"shares":1214,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C797","value":213161,"shares":4593,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":212971,"shares":651,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"US EFFIC CORE FD","cusip":"97717Y790","value":210248,"shares":3561,"shareType":"SH"},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"POINT BRIDGE AMR","cusip":"26922A628","value":203728,"shares":3638,"shareType":"SH"},{"issuer":"PIMCO ETF TR","titleOfClass":"25YR+ ZERO U S","cusip":"72201R882","value":202481,"shares":3159,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST U.S.","cusip":"33740U802","value":194834,"shares":4766,"shareType":"SH"},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"TREASURY OPT INC","cusip":"82889N640","value":192609,"shares":8224,"shareType":"SH"},{"issuer":"CINTAS CORP","titleOfClass":"COM","cusip":"172908105","value":190249,"shares":1119,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQT","cusip":"00888H745","value":189252,"shares":5008,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS MDCP VAL ETF","cusip":"464287473","value":188665,"shares":1146,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C748","value":187964,"shares":4348,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":186999,"shares":2443,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":186643,"shares":5166,"shareType":"SH"},{"issuer":"PIMCO ETF TR","titleOfClass":"15+ YR US TIPS","cusip":"72201R304","value":185942,"shares":3671,"shareType":"SH"},{"issuer":"VISTRA CORP","titleOfClass":"COM","cusip":"92840M102","value":183960,"shares":1160,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST U.S EQT","cusip":"33740F433","value":180083,"shares":4372,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE TRAD FD VI","titleOfClass":"FST TR GLB FD","cusip":"33739H101","value":179899,"shares":6651,"shareType":"SH"},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":177711,"shares":1790,"shareType":"SH"},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"MANAGED FUTURES","cusip":"82889N699","value":171057,"shares":6594,"shareType":"SH"},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"US EQT PLS CNVEX","cusip":"82889N103","value":170209,"shares":3726,"shareType":"SH"},{"issuer":"PIMCO ETF TR","titleOfClass":"US STK PLUS AC","cusip":"72201R551","value":169503,"shares":3123,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":169400,"shares":1362,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":166630,"shares":333,"shareType":"SH"},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":166255,"shares":1425,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT ULTRA BF","cusip":"45782C292","value":165500,"shares":4355,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":165372,"shares":657,"shareType":"SH"},{"issuer":"ELEVATION SERIES TRUST","titleOfClass":"TRUESHARES S&P","cusip":"210322582","value":164376,"shares":6633,"shareType":"SH"},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":163261,"shares":985,"shareType":"SH"},{"issuer":"ELEVATION SERIES TRUST","titleOfClass":"TRUESHARES EQTY","cusip":"210322566","value":159487,"shares":6462,"shareType":"SH"},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"ALLIANZIM US EQT","cusip":"00888H828","value":155715,"shares":3785,"shareType":"SH"},{"issuer":"WORKDAY INC","titleOfClass":"CL A","cusip":"98138H101","value":154494,"shares":1262,"shareType":"SH"},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":147888,"shares":779,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"SMITH OPPORT FXD","cusip":"33740F805","value":147701,"shares":3387,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":144502,"shares":4270,"shareType":"SH"},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":144460,"shares":281,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT ULTRA BF","cusip":"45782C375","value":143887,"shares":3406,"shareType":"SH"},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"CURRE STRAT ETF","cusip":"82889N368","value":142448,"shares":4782,"shareType":"SH"},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"BARRIER INCOME","cusip":"82889N335","value":142440,"shares":5564,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C508","value":137285,"shares":2774,"shareType":"SH"},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"AGGREGATE BD ETF","cusip":"82889N723","value":136647,"shares":6775,"shareType":"SH"},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":134908,"shares":1304,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":134521,"shares":180,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":132117,"shares":693,"shareType":"SH"},{"issuer":"WHEATON PRECIOUS METALS CORP","titleOfClass":"COM","cusip":"962879102","value":131916,"shares":1174,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":129761,"shares":355,"shareType":"SH"},{"issuer":"VULCAN MATLS CO","titleOfClass":"COM","cusip":"929160109","value":127794,"shares":433,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"FINANCIALS ETF","cusip":"92204A405","value":123881,"shares":941,"shareType":"SH"},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":121954,"shares":6378,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":121450,"shares":406,"shareType":"SH"},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":120569,"shares":103,"shareType":"SH"},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":116029,"shares":454,"shareType":"SH"},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":115139,"shares":230,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"YIELD ENHANCD US","cusip":"97717X511","value":114055,"shares":2623,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"US QTLY DIV GRT","cusip":"97717X669","value":109383,"shares":1144,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":108313,"shares":739,"shareType":"SH"},{"issuer":"AIRBNB INC","titleOfClass":"COM CL A","cusip":"009066101","value":108041,"shares":755,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"DYNAMIC INTL EQT","cusip":"97717X263","value":105010,"shares":2274,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"EM EX ST-OWNED","cusip":"97717X578","value":102128,"shares":2077,"shareType":"SH"},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS2000IDX","cusip":"92206C664","value":101902,"shares":839,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQUIT","cusip":"33740F136","value":100362,"shares":2987,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"ACTV FCTR LGCP","cusip":"33740F821","value":99980,"shares":2303,"shareType":"SH"},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"VOLATILITY PREM","cusip":"82889N863","value":99926,"shares":6230,"shareType":"SH"},{"issuer":"TARGA RES CORP","titleOfClass":"COM","cusip":"87612G101","value":98388,"shares":367,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":98294,"shares":622,"shareType":"SH"},{"issuer":"EXELON CORP","titleOfClass":"COM","cusip":"30161N101","value":90530,"shares":1942,"shareType":"SH"},{"issuer":"STERLING CAP FDS","titleOfClass":"CAP HEDGED EQT P","cusip":"85917K454","value":90349,"shares":3614,"shareType":"SH"},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":89592,"shares":3378,"shareType":"SH"},{"issuer":"PULTE GROUP INC","titleOfClass":"COM","cusip":"745867101","value":89428,"shares":652,"shareType":"SH"},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":89235,"shares":141,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":87365,"shares":121,"shareType":"SH"},{"issuer":"NAVITAS SEMICONDUCTOR CORP","titleOfClass":"COM","cusip":"63942X106","value":87252,"shares":4869,"shareType":"SH"},{"issuer":"POWELL INDS INC","titleOfClass":"COM","cusip":"739128106","value":86250,"shares":301,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"NASD TECH DIV","cusip":"33738R118","value":85940,"shares":748,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT PWR BUF","cusip":"45782C870","value":85286,"shares":2021,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":83025,"shares":2821,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT ENER INCO ETF","cusip":"33740F276","value":81868,"shares":3749,"shareType":"SH"},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":81296,"shares":849,"shareType":"SH"},{"issuer":"CAPITOL SER TR","titleOfClass":"STERL CAP BD ETF","cusip":"14064D444","value":80425,"shares":3212,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740F714","value":80277,"shares":1629,"shareType":"SH"},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":79885,"shares":382,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":79220,"shares":282,"shareType":"SH"},{"issuer":"HCA HEALTHCARE INC","titleOfClass":"COM","cusip":"40412C101","value":78664,"shares":202,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED ALP","titleOfClass":"COM SHS","cusip":"33735J101","value":76771,"shares":793,"shareType":"SH"},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"EQUITY DEF PROTN","cusip":"45784N775","value":76422,"shares":2941,"shareType":"SH"},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":76134,"shares":3678,"shareType":"SH"},{"issuer":"STERLING CAP FDS","titleOfClass":"CAPITAL MULTI","cusip":"85917K462","value":74871,"shares":2979,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":74252,"shares":128,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"US MIDCAP DIVID","cusip":"97717W505","value":72134,"shares":1276,"shareType":"SH"},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":72101,"shares":1330,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"EFFICIENT GLD PL","cusip":"97717Y568","value":71558,"shares":1171,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"US LARGECAP DIVD","cusip":"97717W307","value":71170,"shares":739,"shareType":"SH"},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":70677,"shares":70,"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."}