{"url":"https://nivawealth.com/firms/wealth-advisory-solutions-288903","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/288903","regulatoryAum":599108779,"crd":"288903","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3070629","suffix":null,"lastName":"CUSTER","firstName":"KIMBERLY","middleName":"JO"},{"crd":"6991717","suffix":null,"lastName":"Davis","firstName":"Rick","middleName":"Brian"},{"crd":"6722531","suffix":null,"lastName":"MARBURGER","firstName":"KYLE","middleName":"EDWARD"},{"crd":"5660871","suffix":null,"lastName":"NEEDLER","firstName":"TYLER","middleName":"RAY"},{"crd":"8221452","suffix":null,"lastName":"Smith","firstName":"Eve","middleName":"Kensington"},{"crd":"4282078","suffix":null,"lastName":"SMITH","firstName":"JOHNELLE","middleName":"MICHAEL"},{"crd":"1160933","suffix":null,"lastName":"SMITH","firstName":"STEVEN","middleName":"RICHARD"},{"crd":"4289855","suffix":null,"lastName":"STURGEON","firstName":"ELIZABETH","middleName":"A"},{"crd":"4310023","suffix":null,"lastName":"WARREN","firstName":"M","middleName":"CHET"}],"total":9,"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":"2021-03-22","regulatoryAum":645746830,"clients":1066,"employees":14,"offices":7},{"filedOn":"2022-03-28","regulatoryAum":717733704,"clients":973,"employees":19,"offices":9},{"filedOn":"2023-07-19","regulatoryAum":667135130,"clients":812,"employees":19,"offices":10},{"filedOn":"2024-05-24","regulatoryAum":535354023,"clients":615,"employees":19,"offices":4},{"filedOn":"2025-06-26","regulatoryAum":560401982,"clients":660,"employees":11,"offices":4},{"filedOn":"2026-03-19","regulatoryAum":599108779,"clients":684,"employees":11,"offices":4}],"secFileNumber":"801-110859","legalName":"Wealth Advisory Solutions, LLC","displayName":"Wealth Advisory Solutions","slug":"wealth-advisory-solutions-288903","website":"https://wasadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"http://www.linkedin.com/company/wealth-advisory-solutions/","founded":"2017","organization":"Indiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1630 W Oak St, Suite 201","city":"Zionsville","state":"IN","stateName":"Indiana","country":"United States","postalCode":"46077"},"tradeNames":["Cedar Wealth Partners","Envision RIA","Intelligent Design Advisors, LLC","The Monument Circle Group"],"registration":{"secApproved":"21 July 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":866424.3230088495,"staff":{"employees":11,"advisory":8,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":599108779,"discretionary":584762379,"discretionaryAccounts":1718,"nonDiscretionary":14346400,"nonDiscretionaryAccounts":108,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":580,"regulatoryAum":120120089},{"label":"High-net-worth individuals","clients":98,"regulatoryAum":467315602},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":3914347},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":7466792},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":291949}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T07:24:31.83268+00:00","documents":[{"name":"WEALTH ADVISORY SOLUTIONS ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021468","versionId":1021468,"submittedOn":"2026-03-19"},{"name":"THE MONUMENT CIRCLE GROUP ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021467","versionId":1021467,"submittedOn":"2026-03-19"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021470","versionId":1021470,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021469","versionId":1021469,"submittedOn":null}]},"custodians":[{"name":"Wells Fargo Clearing Services, LLC","shortName":"Wells Fargo Clearing Services","location":"St. Louis, MO","smaAssets":416436927},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Fancsisco, CA","smaAssets":168150317}],"custodyNote":"Wealth Advisory Solutions has custody of $189M in client assets for 435 clients.","leadership":[{"name":"Kimberly Custer","title":"Managing Member/CCO","crd":"3070629"},{"name":"Tyler Needler","title":"Managing Member","crd":"5660871"},{"name":"Steven Kyburz","title":"Managing Member","crd":"6819329"}],"ownership":[{"label":"Kimberly Custer","detail":"Managing member/cco in the 25% to 50% ownership band and a control person, since June 2017."},{"label":"Tyler Needler","detail":"Managing member in the 25% to 50% ownership band and a control person, since June 2017."},{"label":"Steven Kyburz","detail":"Managing member in the 25% to 50% ownership band and a control person, since June 2017."}],"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Indiana","offices":4,"addresses":[{"street":"1630 W Oak St, Suite 201","city":"Zionsville","headquarters":true},{"street":"1630 West Oak Street","city":"Zionsville"},{"street":"1340 Ohio Street","city":"Terre Haute"},{"street":"7230 Arbuckle Commons","city":"Brownsburg"}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"317-559-2945","stateRegisteredReps":8,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":83},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":12},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/288903/PDF/288903.pdf","brochureDate":"19 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021468","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-26","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wealth Advisory Solutions have?","answer":"Wealth Advisory Solutions has 684 clients and manages $599 million for them, as of March 2026. They include 580 individual clients, 98 high-net-worth individuals, and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Advisory Solutions offer?","answer":"Wealth Advisory Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Wealth Advisory Solutions use?","answer":"Wealth Advisory Solutions’ separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $416M and Charles Schwab & Co., Inc. (San Fancsisco, CA), with $168M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Advisory Solutions have?","answer":"Wealth Advisory Solutions has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Wealth Advisory Solutions invest in?","answer":"At the end of its last fiscal year, Wealth Advisory Solutions’ separately managed accounts held 83% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% state and local 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 Wealth Advisory Solutions?","answer":"Wealth Advisory Solutions’ direct owners are Kimberly Custer, Tyler Needler and Steven Kyburz, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Advisory Solutions get paid?","answer":"Wealth Advisory Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Wealth Advisory Solutions registered with the SEC?","answer":"Yes, Wealth Advisory Solutions has been registered with the SEC as an investment adviser since 21 July 2017. Its CRD number is 288903 and its SEC file number is 801-110859.","source":"Form ADV Part 1A, Item 1, filed 19 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Wealth Advisory Solutions?","answer":"Wealth Advisory Solutions’ main office is at 1630 W Oak St, Suite 201, Zionsville, IN 46077. Its phone number is 317-559-2945. Its website is wasadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/wealth-advisory-solutions-288903/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-24","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1834802/000183480226000004/0001834802-26-000004-index.html","totalValue":487142593,"positionCount":150,"top10Share":0.46203938484188345,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":44856417,"shares":60067,"shareType":"SH","priorValue":40162229,"priorShares":61756},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":30701199,"shares":398148,"shareType":"SH","priorValue":28094637,"priorShares":416032},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":28965362,"shares":136135,"shareType":"SH","priorValue":26470720,"priorShares":137926},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":28827312,"shares":328030,"shareType":"SH","priorValue":24680104,"priorShares":322447},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":20076580,"shares":193267,"shareType":"SH","priorValue":19325820,"priorShares":198969},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":19447558,"shares":16214,"shareType":"SH","priorValue":15073191,"priorShares":16388},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":15481626,"shares":64956,"shareType":"SH","priorValue":14197569,"priorShares":68169},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":14301319,"shares":49424,"shareType":"SH","priorValue":13330056,"priorShares":52524},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":11281014,"shares":164903,"shareType":"SH","priorValue":9635559,"priorShares":169670},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":11140677,"shares":34035,"shareType":"SH","priorValue":10108808,"priorShares":34365}],"positionsListed":150,"positions":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":44856417,"shares":60067,"shareType":"SH","priorValue":40162229,"priorShares":61756},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":30701199,"shares":398148,"shareType":"SH","priorValue":28094637,"priorShares":416032},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":28965362,"shares":136135,"shareType":"SH","priorValue":26470720,"priorShares":137926},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":28827312,"shares":328030,"shareType":"SH","priorValue":24680104,"priorShares":322447},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":20076580,"shares":193267,"shareType":"SH","priorValue":19325820,"priorShares":198969},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":19447558,"shares":16214,"shareType":"SH","priorValue":15073191,"priorShares":16388},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":15481626,"shares":64956,"shareType":"SH","priorValue":14197569,"priorShares":68169},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":14301319,"shares":49424,"shareType":"SH","priorValue":13330056,"priorShares":52524},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":11281014,"shares":164903,"shareType":"SH","priorValue":9635559,"priorShares":169670},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":11140677,"shares":34035,"shareType":"SH","priorValue":10108808,"priorShares":34365},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":9845400,"shares":134115,"shareType":"SH","priorValue":8648373,"priorShares":117441},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":9697077,"shares":71618,"shareType":"SH","priorValue":11450153,"priorShares":73734},{"issuer":"WORLD GOLD TR","titleOfClass":"SPDR GLD MINIS","cusip":"98149E303","value":9507794,"shares":119715,"shareType":"SH","priorValue":11121263,"priorShares":119983},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":8771881,"shares":23516,"shareType":"SH","priorValue":7226397,"priorShares":19522},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":8744555,"shares":81254,"shareType":"SH","priorValue":7057064,"priorShares":66482},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":8264639,"shares":11223,"shareType":"SH","priorValue":6905399,"priorShares":11964},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":7551086,"shares":40766,"shareType":"SH","priorValue":6680581,"priorShares":41307},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P400MID","cusip":"78464A847","value":6315099,"shares":93474,"shareType":"SH","priorValue":5290143,"priorShares":89331},{"issuer":"ALPS ETF TR","titleOfClass":"ALERIAN MLP","cusip":"00162Q452","value":6108086,"shares":117803,"shareType":"SH","priorValue":5829354,"priorShares":110740},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":5577914,"shares":16370,"shareType":"SH","priorValue":5885318,"priorShares":18057},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":5487948,"shares":95161,"shareType":"SH","priorValue":4455415,"priorShares":92206},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":5439075,"shares":18552,"shareType":"SH","priorValue":5541968,"priorShares":19078},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":5362238,"shares":24605,"shareType":"SH","priorValue":4816957,"priorShares":24551},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":5267276,"shares":14935,"shareType":"SH","priorValue":4886319,"priorShares":14857},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":5265010,"shares":72963,"shareType":"SH","priorValue":5481282,"priorShares":76203},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":4585477,"shares":20195,"shareType":"SH","priorValue":4261640,"priorShares":20183},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":4534870,"shares":15094,"shareType":"SH","priorValue":4102771,"priorShares":16543},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":4359613,"shares":61059,"shareType":"SH","priorValue":3378711,"priorShares":35140},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":4213364,"shares":46407,"shareType":"SH","priorValue":3500593,"priorShares":44277},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":4148186,"shares":69496,"shareType":"SH","priorValue":4163759,"priorShares":77035},{"issuer":"ISHARES TR","titleOfClass":"PFD AND INCM SEC","cusip":"464288687","value":4089319,"shares":134120,"shareType":"SH","priorValue":3415609,"priorShares":112652},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":3823379,"shares":114267,"shareType":"SH","priorValue":3898476,"priorShares":116234},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":3717965,"shares":12481,"shareType":"SH","priorValue":3881571,"priorShares":39188},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":3713668,"shares":37406,"shareType":"SH"},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":3579863,"shares":17844,"shareType":"SH","priorValue":3399036,"priorShares":18632},{"issuer":"INGERSOLL RAND INC","titleOfClass":"COM","cusip":"45687V106","value":3391926,"shares":41370,"shareType":"SH","priorValue":3317449,"priorShares":41406},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":3300204,"shares":8959,"shareType":"SH","priorValue":3781876,"priorShares":8789},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":3258080,"shares":33787,"shareType":"SH","priorValue":2502493,"priorShares":28213},{"issuer":"COHEN & STEERS QUALITY INCOM","titleOfClass":"COM","cusip":"19247L106","value":3213230,"shares":261026,"shareType":"SH","priorValue":3356359,"priorShares":278536},{"issuer":"T-MOBILE US INC","titleOfClass":"COM","cusip":"872590104","value":3194083,"shares":19043,"shareType":"SH","priorValue":5323840,"priorShares":25348},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":2961168,"shares":8286,"shareType":"SH","priorValue":2437071,"priorShares":8475},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":2924477,"shares":1470,"shareType":"SH","priorValue":1993132,"priorShares":1509},{"issuer":"FAIR ISAAC CORP","titleOfClass":"COM","cusip":"303250104","value":2727683,"shares":2283,"shareType":"SH","priorValue":3787632,"priorShares":3548},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400VL ETF","cusip":"464287705","value":2713209,"shares":18366,"shareType":"SH","priorValue":2474438,"priorShares":18675},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":2655263,"shares":7850,"shareType":"SH","priorValue":924984,"priorShares":3058},{"issuer":"ISHARES TR","titleOfClass":"CORE INTL AGGR","cusip":"46435G672","value":2573520,"shares":50860,"shareType":"SH","priorValue":2633655,"priorShares":52631},{"issuer":"ISHARES TR","titleOfClass":"INTL SEL DIV ETF","cusip":"464288448","value":2566362,"shares":61945,"shareType":"SH","priorValue":2679004,"priorShares":62947},{"issuer":"RBB FD INC","titleOfClass":"F/M US TREASURY","cusip":"74933W452","value":2416714,"shares":48470,"shareType":"SH","priorValue":2270824,"priorShares":45544},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":2370171,"shares":10715,"shareType":"SH","priorValue":1965948,"priorShares":10369},{"issuer":"ISHARES TR","titleOfClass":"JPMORGAN USD EMG","cusip":"464288281","value":2260554,"shares":23440,"shareType":"SH","priorValue":1822806,"priorShares":19406},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP BIOT","cusip":"78464A870","value":2234513,"shares":14120,"shareType":"SH","priorValue":1759085,"priorShares":13772},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":2153510,"shares":11303,"shareType":"SH","priorValue":1565207,"priorShares":11777},{"issuer":"NUVEEN PFD & INCOME OPPORTUN","titleOfClass":"COM","cusip":"67073B106","value":2063331,"shares":261844,"shareType":"SH","priorValue":1654796,"priorShares":219469},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":2054251,"shares":38679,"shareType":"SH","priorValue":2579254,"priorShares":42103},{"issuer":"LAMAR ADVERTISING CO","titleOfClass":"CL A","cusip":"512816109","value":2044118,"shares":13105,"shareType":"SH","priorValue":1770327,"priorShares":13977},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":1940819,"shares":1919,"shareType":"SH","priorValue":1695364,"priorShares":2004},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1925396,"shares":2571,"shareType":"SH","priorValue":1682669,"priorShares":2576},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP500DIV","cusip":"78468R788","value":1921520,"shares":40275,"shareType":"SH","priorValue":1920990,"priorShares":42201},{"issuer":"ISHARES INC","titleOfClass":"JP MORGAN EM ETF","cusip":"464286517","value":1896663,"shares":44701,"shareType":"SH","priorValue":1480550,"priorShares":36288},{"issuer":"ULTA BEAUTY INC","titleOfClass":"COM","cusip":"90384S303","value":1788136,"shares":3965,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR AGGRE ETF","cusip":"78464A649","value":1754521,"shares":68751,"shareType":"SH","priorValue":1735154,"priorShares":67726},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"FINL PFD ETF","cusip":"46137V621","value":1722853,"shares":125664,"shareType":"SH","priorValue":1533717,"priorShares":111462},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1686303,"shares":3375,"shareType":"SH","priorValue":1756801,"priorShares":3664},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":1594547,"shares":69998,"shareType":"SH","priorValue":1629712,"priorShares":71135},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":1587527,"shares":7934,"shareType":"SH","priorValue":1366257,"priorShares":7834},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":1548696,"shares":9343,"shareType":"SH","priorValue":1917963,"priorShares":9270},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1478377,"shares":5821,"shareType":"SH","priorValue":1392836,"priorShares":5698},{"issuer":"ISHARES TR","titleOfClass":"FALN ANGLS USD","cusip":"46435G474","value":1446573,"shares":53105,"shareType":"SH","priorValue":1424524,"priorShares":53313},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"DEFINED WLT SHLD","cusip":"45783Y855","value":1423781,"shares":41546,"shareType":"SH","priorValue":1316915,"priorShares":39352},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1419941,"shares":19929,"shareType":"SH","priorValue":1467945,"priorShares":22908},{"issuer":"ISHARES TR","titleOfClass":"IBOXX INV CP ETF","cusip":"464287242","value":1366756,"shares":12531,"shareType":"SH","priorValue":1176656,"priorShares":10796},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"PFD ETF","cusip":"46138E511","value":1283250,"shares":118381,"shareType":"SH","priorValue":1120227,"priorShares":102962},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":1184763,"shares":4812,"shareType":"SH","priorValue":984341,"priorShares":4783},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":997098,"shares":2822,"shareType":"SH","priorValue":817837,"priorShares":2851},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR TIPS ETF","cusip":"78464A656","value":923875,"shares":35976,"shareType":"SH","priorValue":960214,"priorShares":36917},{"issuer":"ISHARES S&P GSCI COMMODITY-","titleOfClass":"UNIT BEN INT","cusip":"46428R107","value":919261,"shares":32142,"shareType":"SH","priorValue":1134555,"priorShares":35180},{"issuer":"ISHARES TR","titleOfClass":"1 3 YR TREAS BD","cusip":"464287457","value":884160,"shares":10768,"shareType":"SH","priorValue":914132,"priorShares":11071},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC2026","cusip":"46435GAA0","value":864429,"shares":35676,"shareType":"SH","priorValue":833517,"priorShares":34386},{"issuer":"ISHARES TR","titleOfClass":"IBONDS 27 ETF","cusip":"46435UAA9","value":770326,"shares":31805,"shareType":"SH","priorValue":586856,"priorShares":24210},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":757175,"shares":4479,"shareType":"SH","priorValue":815984,"priorShares":4479},{"issuer":"GLOBAL X FDS","titleOfClass":"GLOBX SUPDV US","cusip":"37950E291","value":740664,"shares":38880,"shareType":"SH","priorValue":703364,"priorShares":37215},{"issuer":"PIMCO ETF TR","titleOfClass":"ENHAN SHRT MA AC","cusip":"72201R833","value":723329,"shares":7175,"shareType":"SH","priorValue":495719,"priorShares":4929},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":698417,"shares":993,"shareType":"SH","priorValue":612443,"priorShares":993},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":669440,"shares":4399,"shareType":"SH","priorValue":577339,"priorShares":3956},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"INVSCO BLSH 26","cusip":"46138J635","value":660783,"shares":28786,"shareType":"SH","priorValue":696687,"priorShares":30062},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":657817,"shares":27318,"shareType":"SH","priorValue":708486,"priorShares":25231},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":637685,"shares":4019,"shareType":"SH","priorValue":577525,"priorShares":3939},{"issuer":"ISHARES TR","titleOfClass":"IBONDS 28 TRM TS","cusip":"46436E833","value":632141,"shares":28552,"shareType":"SH","priorValue":526837,"priorShares":23643},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":622181,"shares":10798,"shareType":"SH","priorValue":664299,"priorShares":10953},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"EQUI DEFI 1 MARC","cusip":"45784N742","value":551067,"shares":19531,"shareType":"SH","priorValue":479579,"priorShares":17385},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST BLOO HIGH ETF","cusip":"78468R622","value":540732,"shares":5611,"shareType":"SH","priorValue":518228,"priorShares":5414},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":521279,"shares":9724,"shareType":"SH","priorValue":511155,"priorShares":10354},{"issuer":"ISHARES TR","titleOfClass":"ISHS 5-10YR INVT","cusip":"464288638","value":510075,"shares":9593,"shareType":"SH","priorValue":500709,"priorShares":9408},{"issuer":"ISHARES TR","titleOfClass":"ISHS 1-5YR INVS","cusip":"464288646","value":505128,"shares":9638,"shareType":"SH","priorValue":518084,"priorShares":9857},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":498837,"shares":3882,"shareType":"SH","priorValue":504617,"priorShares":4195},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":490869,"shares":845,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":484410,"shares":670,"shareType":"SH","priorValue":229683,"priorShares":672},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":482695,"shares":7940,"shareType":"SH","priorValue":446545,"priorShares":7892},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":477747,"shares":5213,"shareType":"SH","priorValue":357455,"priorShares":3901},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":460037,"shares":432,"shareType":"SH","priorValue":306763,"priorShares":433},{"issuer":"ISHARES TR","titleOfClass":"FLTG RATE NT ETF","cusip":"46429B655","value":443778,"shares":8693,"shareType":"SH","priorValue":484076,"priorShares":9501},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":431956,"shares":1027,"shareType":"SH","priorValue":305579,"priorShares":822},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":426311,"shares":7548,"shareType":"SH","priorValue":320242,"priorShares":5650},{"issuer":"FORD MTR CO","titleOfClass":"COM","cusip":"345370860","value":414790,"shares":29841,"shareType":"SH"},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":408246,"shares":2986,"shareType":"SH","priorValue":506605,"priorShares":2986},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":405309,"shares":4211,"shareType":"SH","priorValue":457998,"priorShares":4752},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":404408,"shares":973,"shareType":"SH","priorValue":221884,"priorShares":820},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":401292,"shares":1820,"shareType":"SH","priorValue":430030,"priorShares":1820},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":383395,"shares":4921,"shareType":"SH","priorValue":406869,"priorShares":5189},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":361845,"shares":3366,"shareType":"SH","priorValue":344428,"priorShares":3501},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":355363,"shares":3020,"shareType":"SH","priorValue":215951,"priorShares":1878},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR REAL ETF","cusip":"81369Y860","value":354148,"shares":8043,"shareType":"SH","priorValue":372955,"priorShares":9134},{"issuer":"ELEVANCE HEALTH INC FORMERLY","titleOfClass":"COM","cusip":"036752103","value":350765,"shares":907,"shareType":"SH","priorValue":265525,"priorShares":907},{"issuer":"KAYNE ANDERSON ENERGY INFRST","titleOfClass":"COM","cusip":"486606106","value":317205,"shares":22936,"shareType":"SH","priorValue":396884,"priorShares":27793},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"LUNT US FACTOR","cusip":"33733E872","value":316475,"shares":7752,"shareType":"SH","priorValue":276490,"priorShares":7752},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":303095,"shares":811,"shareType":"SH","priorValue":219638,"priorShares":774},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":297439,"shares":1903,"shareType":"SH","priorValue":271478,"priorShares":1793},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":293298,"shares":2497,"shareType":"SH","priorValue":207010,"priorShares":2668},{"issuer":"PPG INDS INC","titleOfClass":"COM","cusip":"693506107","value":291096,"shares":2400,"shareType":"SH","priorValue":256512,"priorShares":2400},{"issuer":"VANECK ETF TRUST","titleOfClass":"LONG/FLAT TREND","cusip":"92189F148","value":275991,"shares":4639,"shareType":"SH","priorValue":239734,"priorShares":4639},{"issuer":"ISHARES TR","titleOfClass":"3 7 YR TREAS BD","cusip":"464288661","value":274011,"shares":2333,"shareType":"SH","priorValue":276694,"priorShares":2333},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":271281,"shares":1003,"shareType":"SH","priorValue":261071,"priorShares":1003},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":267472,"shares":2117,"shareType":"SH","priorValue":219657,"priorShares":1576},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":265631,"shares":613,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":262744,"shares":2116,"shareType":"SH","priorValue":225566,"priorShares":529},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":261344,"shares":412,"shareType":"SH","priorValue":237713,"priorShares":422},{"issuer":"SNAP ON INC","titleOfClass":"COM","cusip":"833034101","value":259950,"shares":646,"shareType":"SH"},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":255577,"shares":5130,"shareType":"SH"},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":251411,"shares":4412,"shareType":"SH","priorValue":228358,"priorShares":4684},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":250577,"shares":927,"shareType":"SH","priorValue":279089,"priorShares":898},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":249881,"shares":2847,"shareType":"SH"},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":247792,"shares":3049,"shareType":"SH","priorValue":231876,"priorShares":3049},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS2000IDX","cusip":"92206C664","value":244904,"shares":2017,"shareType":"SH","priorValue":202243,"priorShares":2019},{"issuer":"GENERAL MTRS CO","titleOfClass":"COM","cusip":"37045V100","value":244189,"shares":3168,"shareType":"SH"},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":237704,"shares":1569,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"SHRT NAT MUN ETF","cusip":"464288158","value":236576,"shares":2222,"shareType":"SH","priorValue":236643,"priorShares":2222},{"issuer":"ISHARES TR","titleOfClass":"IBDS DEC28 ETF","cusip":"46435U515","value":236163,"shares":9353,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":235920,"shares":494,"shareType":"SH"},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":234117,"shares":2291,"shareType":"SH"},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":232040,"shares":1223,"shareType":"SH","priorValue":235917,"priorShares":1223},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":229852,"shares":440,"shareType":"SH","priorValue":203804,"priorShares":440},{"issuer":"TARGET CORP","titleOfClass":"COM","cusip":"87612E106","value":219817,"shares":1683,"shareType":"SH","priorValue":251248,"priorShares":2073},{"issuer":"CHENIERE ENERGY INC","titleOfClass":"COM NEW","cusip":"16411R208","value":218455,"shares":914,"shareType":"SH","priorValue":4371039,"priorShares":15404},{"issuer":"VICI PPTYS INC","titleOfClass":"COM","cusip":"925652109","value":209347,"shares":7885,"shareType":"SH"},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":207715,"shares":1998,"shareType":"SH","priorValue":263721,"priorShares":1998},{"issuer":"NIKE INC","titleOfClass":"CL B","cusip":"654106103","value":206974,"shares":5042,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":205601,"shares":365,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"IBONDS 26 TRM TS","cusip":"46436E858","value":205117,"shares":8961,"shareType":"SH"},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":203903,"shares":397,"shareType":"SH"},{"issuer":"KENVUE INC","titleOfClass":"COM","cusip":"49177J102","value":202031,"shares":10572,"shareType":"SH","priorValue":182261,"priorShares":10572}]},"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."}