{"url":"https://nivawealth.com/firms/wealthplan-investment-management-311364","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311364","regulatoryAum":2185239312,"crd":"311364","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5401158","suffix":null,"lastName":"ARMAGOST","firstName":"JEREMY","middleName":"ROYAL"},{"crd":"5256921","suffix":null,"lastName":"BEHLEN","firstName":"WADE","middleName":"CLEVE"},{"crd":"7946872","suffix":null,"lastName":"Behlen","firstName":"Ward","middleName":"Cameron"},{"crd":"6830542","suffix":null,"lastName":"Behlen","firstName":"Weston","middleName":"Wade"},{"crd":"7948432","suffix":null,"lastName":"Behlen","firstName":"Wyatt","middleName":"James"},{"crd":"5546428","suffix":null,"lastName":"BREWER","firstName":"MICHAEL","middleName":"PATRICK"},{"crd":"2232121","suffix":null,"lastName":"COBLE","firstName":"RANDALL","middleName":"SCOTT"},{"crd":"7599136","suffix":null,"lastName":"DINTAMAN","firstName":"ANDREW","middleName":"MASON"},{"crd":"4083432","suffix":null,"lastName":"KEATING","firstName":"ROBERT","middleName":"CHARLES"},{"crd":"6660596","suffix":null,"lastName":"LEEDOM","firstName":"ZACHARY","middleName":"SCOTT"},{"crd":"1342845","suffix":null,"lastName":"MCCUNE","firstName":"BRENT","middleName":"ALLEN"},{"crd":"7295562","suffix":null,"lastName":"Miller","firstName":"Austin","middleName":"Gregory"},{"crd":"5595268","suffix":null,"lastName":"MUNSON","firstName":"JAMES","middleName":"B"},{"crd":"5097837","suffix":null,"lastName":"O'MARA","firstName":"KEVIN","middleName":"EUGENE"},{"crd":"5623739","suffix":null,"lastName":"OBRIEN","firstName":"JAMES","middleName":"FERRELL"},{"crd":"4260408","suffix":null,"lastName":"OMARA","firstName":"BRENT","middleName":"THOMAS"},{"crd":"7839034","suffix":null,"lastName":"Pflanz","firstName":"Alyse","middleName":null},{"crd":"2570402","suffix":null,"lastName":"PITTMAN","firstName":"PAUL","middleName":"JAMES"},{"crd":"5283569","suffix":null,"lastName":"POWERS","firstName":"MARK","middleName":"A"},{"crd":"5516900","suffix":null,"lastName":"PRESTIFILIPPO","firstName":"MICHAEL","middleName":null},{"crd":"7470528","suffix":null,"lastName":"Schutte","firstName":"Dillon","middleName":"Troy"},{"crd":"4244023","suffix":null,"lastName":"SHEA","firstName":"CHRISTOPHER","middleName":"MAXIME"},{"crd":"4863905","suffix":null,"lastName":"SHEA","firstName":"MICHAEL","middleName":"LEO"},{"crd":"6332541","suffix":null,"lastName":"SMITH","firstName":"DANTE","middleName":"ANTHONY"},{"crd":"7809793","suffix":null,"lastName":"Tauber","firstName":"Brenden","middleName":"Christopher"},{"crd":"2596525","suffix":null,"lastName":"TAYLOR","firstName":"ROBERT","middleName":"WILLIAM"},{"crd":"5854133","suffix":null,"lastName":"TROYER","firstName":"LANDON","middleName":"LEE"},{"crd":"2736605","suffix":"JR","lastName":"WAGNER","firstName":"WAYNE","middleName":"DAVID"},{"crd":"6375432","suffix":null,"lastName":"Washington","firstName":"Langston","middleName":null}],"total":29,"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":"2021-07-06","regulatoryAum":535622743,"clients":371,"employees":14,"offices":1},{"filedOn":"2022-06-10","regulatoryAum":628244234,"clients":365,"employees":10,"offices":1},{"filedOn":"2023-06-08","regulatoryAum":869707596,"clients":746,"employees":26,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":988870507,"clients":803,"employees":29,"offices":2},{"filedOn":"2025-06-21","regulatoryAum":1574375590,"clients":1572,"employees":40,"offices":5},{"filedOn":"2026-08-24","regulatoryAum":2185239312,"clients":2145,"employees":34,"offices":5}],"secFileNumber":"801-120004","legalName":"Wealthplan Investment Management LLC","displayName":"WealthPlan Investment Management","slug":"wealthplan-investment-management-311364","website":"https://wealthplan.group/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/wealthplan-group","xUrl":"https://twitter.com/WealthplanG","founded":"2020","organization":"Nebraska limited liability company","fiscalYearEnd":"December","headquarters":{"street":"101 S 108th Ave, 3rd Floor","city":"Omaha","state":"NE","stateName":"Nebraska","country":"United States","postalCode":"68154"},"tradeNames":["Feltz Wealthplan","The Preferred Client Group","Vizionary Wealth Management","Wealthplan Group","Wealthplan Partners - the Coble & McCune Team"],"registration":{"secApproved":"18 December 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":911528.7335589943,"staff":{"employees":34,"advisory":14,"brokerDealerReps":0,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":2185239312,"discretionary":2141973345,"discretionaryAccounts":5160,"nonDiscretionary":43265967,"nonDiscretionaryAccounts":153,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":372},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1693,"regulatoryAum":715578794},{"label":"High-net-worth individuals","clients":375,"regulatoryAum":1169462627},{"label":"Pension and profit-sharing plans","clients":52,"regulatoryAum":206667704},{"label":"Charitable organizations","clients":9,"regulatoryAum":61179700},{"label":"State or municipal government entities","clients":1,"fewerThan5":true,"regulatoryAum":4329486},{"label":"Corporations and other businesses","clients":15,"regulatoryAum":28021001}],"feePrograms":[{"role":"other","program":"eMoney Planning Software","summary":"An optional $150 charge for ongoing access to the eMoney financial planning software, disclosed in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055755","versionId":1055755,"submittedOn":"2026-08-24","documentName":"FORM ADV PART 2A: FIRM BROCHURE"},{"role":"other","program":"Financial Planning and Consulting","summary":"Billed as a negotiable fixed fee, generally up to $5,000, or hourly at $100 to $300 per hour, as set out in the written agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055755","versionId":1055755,"submittedOn":"2026-08-24","documentName":"FORM ADV PART 2A: FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T05:31:18.516896+00:00","documents":[{"name":"FORM ADV PART 2A: FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055755","versionId":1055755,"submittedOn":"2026-08-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":2151093694}],"custodyNote":"WealthPlan Investment Management has custody of $115M in client assets for 530 clients.","leadership":[{"name":"Michael Brewer","title":"Chief Executive Officer","crd":"5546428"},{"name":"Wade Behlen","title":"Managing Member & Executive Vice President Retirement Plans","crd":"5256921"},{"name":"Sarah Kennelly","title":"Chief Operating Officer","crd":"5321533"},{"name":"Mark Lasswell","title":"Chief Compliance Officer","crd":"2092593"},{"name":"Brent Omara","title":"Managing Member & Chief Revenue Officer","crd":"4260408"},{"name":"Christopher Shea","title":"Chief Investment Officer","crd":"4244023"}],"ownership":[{"label":"Wealthplan Group, LLC","detail":"Owner in the 75% or more ownership band and a control person, since December 2021."},{"label":"Michael Brewer","detail":"Indirect owner: a general partner of Wealthplan Group, LLC in the 25% to 50% band and a control person, since January 2021.","parent":"Wealthplan Group, LLC"},{"label":"Brent Omara","detail":"Indirect owner: a general partner of Wealthplan Group, LLC in the 25% to 50% band and a control person, since January 2021.","parent":"Wealthplan Group, LLC"},{"label":"Wade Behlen","detail":"Indirect owner: a general partner of Wealthplan Group, LLC in the 25% to 50% band and a control person, since January 2021.","parent":"Wealthplan Group, LLC"}],"filedOffices":{"otherThanPrincipal":4,"privateResidences":1},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Delaware","offices":1,"addresses":[{"street":"1020 W. 18th Street","city":"Wilmington"}]},{"state":"Kansas","offices":1,"addresses":[{"street":"9001 W. 110th St.","city":"Overland Parkq"}]},{"state":"Nebraska","offices":2,"addresses":[{"street":"101 S 108th Ave, 3rd Floor","city":"Omaha","headquarters":true},{"street":"109 E 52nd St","city":"Kearney"}]}],"brochureServices":["education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"402-691-0200","stateRegisteredReps":14,"otherAdviserReps":0,"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 pooled investment vehicles (other than investment companies)","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":38},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":47},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":4},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":1,"detail":"Variable and Fixed Annuities"}],"privateFunds":2},"sources":{"adv1FilingDate":"24 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311364/PDF/311364.pdf","brochureDate":"24 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055755","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 WealthPlan Investment Management have?","answer":"WealthPlan Investment Management has 2,145 clients and manages $2.19 billion for them, as of August 2026. They include 1,693 individual clients, 375 high-net-worth individuals, and 52 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does WealthPlan Investment Management offer?","answer":"WealthPlan Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does WealthPlan Investment Management use?","answer":"WealthPlan Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $2.15B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does WealthPlan Investment Management have?","answer":"WealthPlan Investment Management has 14 investment adviser representatives registered with state securities authorities, out of 34 employees, and 14 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 WealthPlan Investment Management invest in?","answer":"At the end of its last fiscal year, WealthPlan Investment Management’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 8% cash and equivalents, 4% pooled vehicles (private funds and similar), 2% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% derivatives and 1% other. The 1% other category is described as: Variable and Fixed Annuities. It advises 2 private funds.","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 WealthPlan Investment Management?","answer":"WealthPlan Investment Management is owned through a holding company by Michael Brewer, Brent Omara and Wade Behlen. Its direct owner is Wealthplan Group, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does WealthPlan Investment Management get paid?","answer":"WealthPlan Investment Management 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 WealthPlan Investment Management registered with the SEC?","answer":"Yes, WealthPlan Investment Management has been registered with the SEC as an investment adviser since 18 December 2020. Its CRD number is 311364 and its SEC file number is 801-120004.","source":"Form ADV Part 1A, Item 1, filed 24 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact WealthPlan Investment Management?","answer":"WealthPlan Investment Management’s main office is at 101 S 108th Ave, 3rd Floor, Omaha, NE 68154. Its phone number is 402-691-0200. Its website is wealthplan.group.","source":"Form ADV Part 1A, Item 1.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/wealthplan-investment-management-311364/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-28","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1929986/000192998626000006/0001929986-26-000006-index.html","totalValue":2013926911,"positionCount":478,"top10Share":0.2829054529675531,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":111810097,"shares":149301,"shareType":"SH","priorValue":81769425,"priorShares":125181},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":108152391,"shares":373764,"shareType":"SH","priorValue":107176871,"priorShares":422306},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":56345281,"shares":152268,"shareType":"SH","priorValue":50134359,"priorShares":156274},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":52520518,"shares":262484,"shareType":"SH","priorValue":48083144,"priorShares":275706},{"issuer":"EA SERIES TRUST","titleOfClass":"BUFF US BUFF ETF","cusip":"02072Q341","value":51447627,"shares":944860,"shareType":"SH","priorValue":52080243,"priorShares":1046101},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":47734789,"shares":576229,"shareType":"SH","priorValue":37071555,"priorShares":531492},{"issuer":"WISDOMTREE TR","titleOfClass":"US LARGECAP FUND","cusip":"97717W588","value":40169674,"shares":516386,"shareType":"SH","priorValue":31271788,"priorShares":459137},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INTRNL RES EQT","cusip":"46641Q134","value":36003964,"shares":436465,"shareType":"SH","priorValue":27595763,"priorShares":364349},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":33811157,"shares":90642,"shareType":"SH","priorValue":30017381,"priorShares":81091},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":31755407,"shares":88859,"shareType":"SH","priorValue":26718105,"priorShares":92913}],"positionsListed":200,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":111810097,"shares":149301,"shareType":"SH","priorValue":81769425,"priorShares":125181},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":108152391,"shares":373764,"shareType":"SH","priorValue":107176871,"priorShares":422306},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":56345281,"shares":152268,"shareType":"SH","priorValue":50134359,"priorShares":156274},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":52520518,"shares":262484,"shareType":"SH","priorValue":48083144,"priorShares":275706},{"issuer":"EA SERIES TRUST","titleOfClass":"BUFF US BUFF ETF","cusip":"02072Q341","value":51447627,"shares":944860,"shareType":"SH","priorValue":52080243,"priorShares":1046101},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":47734789,"shares":576229,"shareType":"SH","priorValue":37071555,"priorShares":531492},{"issuer":"WISDOMTREE TR","titleOfClass":"US LARGECAP FUND","cusip":"97717W588","value":40169674,"shares":516386,"shareType":"SH","priorValue":31271788,"priorShares":459137},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INTRNL RES EQT","cusip":"46641Q134","value":36003964,"shares":436465,"shareType":"SH","priorValue":27595763,"priorShares":364349},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":33811157,"shares":90642,"shareType":"SH","priorValue":30017381,"priorShares":81091},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":31755407,"shares":88859,"shareType":"SH","priorValue":26718105,"priorShares":92913},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":30285750,"shares":305978,"shareType":"SH","priorValue":22998285,"priorShares":231674},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE VALUE ETF","cusip":"46641Q167","value":30249966,"shares":380934,"shareType":"SH","priorValue":23382964,"priorShares":325895},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":28426651,"shares":80454,"shareType":"SH","priorValue":25761451,"priorShares":89805},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":28290824,"shares":1021329,"shareType":"SH","priorValue":25231307,"priorShares":1019447},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"CORE PLUS BD ETF","cusip":"46641Q670","value":27297063,"shares":581531,"shareType":"SH","priorValue":19156642,"priorShares":406896},{"issuer":"PIMCO ETF TR","titleOfClass":"ENHAN SHRT MA AC","cusip":"72201R833","value":26281995,"shares":260708,"shareType":"SH","priorValue":4894786,"priorShares":48670},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE GROWTH","cusip":"46654Q609","value":26222530,"shares":265976,"shareType":"SH","priorValue":20582442,"priorShares":243522},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR AGGRE ETF","cusip":"78464A649","value":25266686,"shares":990074,"shareType":"SH","priorValue":24288219,"priorShares":948018},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":24317286,"shares":48597,"shareType":"SH","priorValue":24857542,"priorShares":51873},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":23818049,"shares":104898,"shareType":"SH","priorValue":21718750,"priorShares":102859},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":23078706,"shares":40971,"shareType":"SH","priorValue":24003195,"priorShares":41954},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":21988248,"shares":227669,"shareType":"SH","priorValue":17325848,"priorShares":191382},{"issuer":"WISDOMTREE TR","titleOfClass":"YIELD ENHANCD US","cusip":"97717X511","value":21204330,"shares":487680,"shareType":"SH","priorValue":22056303,"priorShares":507625},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":20580233,"shares":86348,"shareType":"SH","priorValue":16840548,"priorShares":80859},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":20141148,"shares":265749,"shareType":"SH","priorValue":12629025,"priorShares":179952},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":19792798,"shares":205128,"shareType":"SH","priorValue":17097954,"priorShares":212186},{"issuer":"PGIM ETF TR","titleOfClass":"AAA CLO ETF","cusip":"69344A834","value":17889161,"shares":348921,"shareType":"SH","priorValue":16073034,"priorShares":314049},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"SMALL & MID CAP","cusip":"46641Q118","value":17510301,"shares":224405,"shareType":"SH","priorValue":13157411,"priorShares":197056},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"GLOBAL SEL EQUIT","cusip":"46654Q740","value":17247242,"shares":242169,"shareType":"SH","priorValue":22083551,"priorShares":338342},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":15524555,"shares":137070,"shareType":"SH","priorValue":18361882,"priorShares":147746},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":14355078,"shares":19855,"shareType":"SH","priorValue":6469070,"priorShares":18927},{"issuer":"CASEYS GEN STORES INC","titleOfClass":"COM","cusip":"147528103","value":14297941,"shares":17990,"shareType":"SH","priorValue":15461236,"priorShares":21242},{"issuer":"VALMONT INDS INC","titleOfClass":"COM","cusip":"920253101","value":14276217,"shares":24716,"shareType":"SH","priorValue":9845916,"priorShares":24641},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":14251826,"shares":102069,"shareType":"SH","priorValue":4454769,"priorShares":100947},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":14052903,"shares":55333,"shareType":"SH","priorValue":14658946,"priorShares":59970},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":13986221,"shares":102298,"shareType":"SH","priorValue":17836930,"priorShares":105133},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"AGGREGATE BD ETF","cusip":"82889N723","value":13661356,"shares":677311,"shareType":"SH","priorValue":14623783,"priorShares":718613},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":13530328,"shares":35818,"shareType":"SH","priorValue":10395671,"priorShares":33588},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"MBS ETF","cusip":"82889N525","value":13401603,"shares":273112,"shareType":"SH","priorValue":14184268,"priorShares":286783},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"HEDG EQU LAD ETF","cusip":"46654Q724","value":13223487,"shares":195672,"shareType":"SH","priorValue":12894724,"priorShares":201764},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"FLEXI DEBT ETF","cusip":"46654Q559","value":13114818,"shares":260215,"shareType":"SH","priorValue":9793008,"priorShares":197158},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":12941191,"shares":12152,"shareType":"SH","priorValue":9755551,"priorShares":13770},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":12928287,"shares":10779,"shareType":"SH","priorValue":9811042,"priorShares":10667},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":12057204,"shares":380233,"shareType":"SH","priorValue":5144084,"priorShares":167669},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":11987204,"shares":47636,"shareType":"SH","priorValue":11994532,"priorShares":55150},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":11962911,"shares":72170,"shareType":"SH","priorValue":16216659,"priorShares":78379},{"issuer":"EA SERIES TRUST","titleOfClass":"ALPHA ARCH 1-3","cusip":"02072L565","value":11745883,"shares":100315,"shareType":"SH","priorValue":12754688,"priorShares":109680},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":11523305,"shares":9983,"shareType":"SH","priorValue":4176040,"priorShares":12361},{"issuer":"WISDOMTREE TR","titleOfClass":"US HGH YLD CORP","cusip":"97717X172","value":11363645,"shares":248058,"shareType":"SH","priorValue":10442783,"priorShares":229310},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT LADD BUFF ETF","cusip":"33740F755","value":11342382,"shares":310495,"shareType":"SH","priorValue":12774853,"priorShares":378290},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":11292987,"shares":12072,"shareType":"SH","priorValue":13785840,"priorShares":13835},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":10948411,"shares":18847,"shareType":"SH","priorValue":3148283,"priorShares":15476},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"HEDGED EQUITY","cusip":"82889N764","value":10068905,"shares":300206,"shareType":"SH","priorValue":11715363,"priorShares":371916},{"issuer":"VANECK ETF TRUST","titleOfClass":"CLO ETF","cusip":"92189H748","value":9695624,"shares":183109,"shareType":"SH","priorValue":10583166,"priorShares":200819},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":9584910,"shares":29282,"shareType":"SH","priorValue":8874016,"priorShares":30167},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":8727462,"shares":11687,"shareType":"SH","priorValue":8077872,"priorShares":12421},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":8428459,"shares":39613,"shareType":"SH","priorValue":8184966,"priorShares":42648},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":8265767,"shares":29394,"shareType":"SH","priorValue":5025504,"priorShares":20733},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":8077432,"shares":42598,"shareType":"SH","priorValue":7968674,"priorShares":40405},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":8007412,"shares":15591,"shareType":"SH","priorValue":8527505,"priorShares":17067},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"LNG/SHT EQUITY","cusip":"33739P103","value":7977852,"shares":108101,"shareType":"SH","priorValue":9358602,"priorShares":133010},{"issuer":"WISDOMTREE TR","titleOfClass":"EQUITY PREMIUM","cusip":"97717X560","value":7946727,"shares":242352,"shareType":"SH","priorValue":7811724,"priorShares":244805},{"issuer":"EA SERIES TRUST","titleOfClass":"STRIVE 1000 GRWT","cusip":"02072L615","value":7933322,"shares":143562,"shareType":"SH","priorValue":6611448,"priorShares":140954},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":7750963,"shares":18649,"shareType":"SH","priorValue":5898262,"priorShares":21798},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":7725189,"shares":22517,"shareType":"SH","priorValue":6940745,"priorShares":22964},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":7593512,"shares":18054,"shareType":"SH","priorValue":8735753,"priorShares":23499},{"issuer":"EA SERIES TRUST","titleOfClass":"STRI 1000 VA ETF","cusip":"02072L599","value":7277507,"shares":191968,"shareType":"SH","priorValue":6669364,"priorShares":189820},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":7217266,"shares":245235,"shareType":"SH","priorValue":6312184,"priorShares":246185},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FIRST TR ENH NEW","cusip":"33739Q408","value":6886562,"shares":115295,"shareType":"SH","priorValue":6737556,"priorShares":112706},{"issuer":"ISHARES TR","titleOfClass":"INTL DIV GRWTH","cusip":"46435G524","value":6789501,"shares":77215,"shareType":"SH","priorValue":7841822,"priorShares":93611},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":6739650,"shares":9,"shareType":"SH","priorValue":9335820,"priorShares":13},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":6718049,"shares":45841,"shareType":"SH","priorValue":6010427,"priorShares":40857},{"issuer":"NUCOR CORP","titleOfClass":"COM","cusip":"670346105","value":6694058,"shares":30052,"shareType":"SH","priorValue":5918288,"priorShares":34999},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":6623459,"shares":81499,"shareType":"SH","priorValue":7181003,"priorShares":94425},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":6520667,"shares":71155,"shareType":"SH","priorValue":10507984,"priorShares":114666},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":6497681,"shares":5531,"shareType":"SH","priorValue":4583982,"priorShares":5251},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":6114092,"shares":52405,"shareType":"SH","priorValue":7438631,"priorShares":50852},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":5976549,"shares":16946,"shareType":"SH","priorValue":6547943,"priorShares":19909},{"issuer":"WISDOMTREE TR","titleOfClass":"PRIVATE CREDIT","cusip":"97717Y626","value":5890859,"shares":411948,"shareType":"SH","priorValue":6118494,"priorShares":424306},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":5851351,"shares":49175,"shareType":"SH","priorValue":5740466,"priorShares":58630},{"issuer":"VANECK ETF TRUST","titleOfClass":"JP MRGAN EM LOC","cusip":"92189H300","value":5834801,"shares":228279,"shareType":"SH","priorValue":6139826,"priorShares":244517},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"NASDAQ EQT PREM","cusip":"46654Q203","value":5811692,"shares":94561,"shareType":"SH","priorValue":5313050,"priorShares":95696},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":5779951,"shares":92925,"shareType":"SH","priorValue":7303835,"priorShares":116749},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":5328790,"shares":17878,"shareType":"SH","priorValue":4031056,"priorShares":20764},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":5178698,"shares":7540,"shareType":"SH","priorValue":2108175,"priorShares":3528},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":5156172,"shares":121780,"shareType":"SH","priorValue":7411294,"priorShares":147635},{"issuer":"STARBOARD INVT TR","titleOfClass":"ADAPTIVE ALPHA","cusip":"85521B742","value":4959108,"shares":143079,"shareType":"SH","priorValue":4910575,"priorShares":184469},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":4953796,"shares":11481,"shareType":"SH","priorValue":1952588,"priorShares":11897},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":4837073,"shares":13358,"shareType":"SH","priorValue":5816007,"priorShares":16530},{"issuer":"MSC INDL DIRECT INC","titleOfClass":"CL A","cusip":"553530106","value":4829265,"shares":40599,"shareType":"SH","priorValue":4715216,"priorShares":51102},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":4681214,"shares":27556,"shareType":"SH","priorValue":3222975,"priorShares":26250},{"issuer":"VANECK ETF TRUST","titleOfClass":"MRNGSTR WDE MOAT","cusip":"92189F643","value":4473593,"shares":43032,"shareType":"SH","priorValue":5367212,"priorShares":55504},{"issuer":"AST SPACEMOBILE INC","titleOfClass":"COM CL A","cusip":"00217D100","value":4373600,"shares":49219,"shareType":"SH","priorValue":4304434,"priorShares":51942},{"issuer":"DBX ETF TR","titleOfClass":"XTRACK USD HIGH","cusip":"233051432","value":4314749,"shares":118148,"shareType":"SH","priorValue":3446556,"priorShares":95314},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":4304428,"shares":31298,"shareType":"SH","priorValue":3692126,"priorShares":32642},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":4261967,"shares":33167,"shareType":"SH","priorValue":4209353,"priorShares":34993},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":4247927,"shares":8338,"shareType":"SH","priorValue":5996674,"priorShares":9922},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":4213508,"shares":25744,"shareType":"SH","priorValue":3645127,"priorShares":25775},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":4177034,"shares":29179,"shareType":"SH","priorValue":4913770,"priorShares":37504},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":4168185,"shares":54344,"shareType":"SH"},{"issuer":"EA SERIES TRUST","titleOfClass":"STRIVE 500 ETF","cusip":"02072L680","value":4129070,"shares":85488,"shareType":"SH","priorValue":3607657,"priorShares":85958},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":4118232,"shares":28084,"shareType":"SH","priorValue":4579820,"priorShares":31707},{"issuer":"VANECK ETF TRUST","titleOfClass":"TECHN TRUSE ETF","cusip":"92189H631","value":4089899,"shares":130281,"shareType":"SH","priorValue":3372860,"priorShares":140954},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":4010609,"shares":56171,"shareType":"SH","priorValue":4733368,"priorShares":49229},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":3988170,"shares":5226,"shareType":"SH","priorValue":1766215,"priorShares":4524},{"issuer":"PROSHARES TR","titleOfClass":"S&P TECH DIVIDEN","cusip":"74347G606","value":3963745,"shares":38127,"shareType":"SH","priorValue":4073711,"priorShares":48091},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP500DIV","cusip":"78468R788","value":3807036,"shares":79795,"shareType":"SH","priorValue":3676003,"priorShares":80756},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":3800924,"shares":14061,"shareType":"SH","priorValue":4917151,"priorShares":15821},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":3785436,"shares":8736,"shareType":"SH","priorValue":1644342,"priorShares":7696},{"issuer":"GLOBAL X FDS","titleOfClass":"PURE MSC SVC ETF","cusip":"37960A297","value":3773172,"shares":126659,"shareType":"SH","priorValue":3487418,"priorShares":126631},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":3713920,"shares":15696,"shareType":"SH","priorValue":803728,"priorShares":3737},{"issuer":"EA SERIES TRUST","titleOfClass":"STRIVE SML CAP","cusip":"02072L573","value":3649016,"shares":94033,"shareType":"SH","priorValue":3100111,"priorShares":92929},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"NASD TECH DIV","cusip":"33738R118","value":3576229,"shares":31130,"shareType":"SH","priorValue":2982066,"priorShares":31839},{"issuer":"LINCOLN ELEC HLDGS INC","titleOfClass":"COM","cusip":"533900106","value":3486903,"shares":13133,"shareType":"SH","priorValue":4280253,"priorShares":17184},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":3455685,"shares":9246,"shareType":"SH","priorValue":2443609,"priorShares":8611},{"issuer":"FRANKLIN TEMPLETON ETF TR","titleOfClass":"SENIOR LOAN ETF","cusip":"35473P595","value":3409672,"shares":148764,"shareType":"SH","priorValue":4176765,"priorShares":181598},{"issuer":"CULLEN FROST BANKERS INC","titleOfClass":"COM","cusip":"229899109","value":3322469,"shares":21502,"shareType":"SH","priorValue":3490589,"priorShares":25464},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":3290907,"shares":12099,"shareType":"SH","priorValue":2924335,"priorShares":12053},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":3235252,"shares":23894,"shareType":"SH","priorValue":5154879,"priorShares":33195},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":3176601,"shares":9315,"shareType":"SH","priorValue":1016589,"priorShares":6341},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":3146820,"shares":10564,"shareType":"SH"},{"issuer":"PACER FDS TR","titleOfClass":"DEVELOPED MRKT","cusip":"69374H873","value":3135533,"shares":75319,"shareType":"SH","priorValue":4067705,"priorShares":95846},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":3129794,"shares":50513,"shareType":"SH","priorValue":3728067,"priorShares":60936},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":3117913,"shares":16873,"shareType":"SH","priorValue":373746,"priorShares":2902},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":3088136,"shares":4194,"shareType":"SH","priorValue":2316545,"priorShares":4014},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":3048204,"shares":12380,"shareType":"SH","priorValue":2554929,"priorShares":12278},{"issuer":"VANECK ETF TRUST","titleOfClass":"REAL ASSETS ETF","cusip":"92189F130","value":2941474,"shares":74149,"shareType":"SH","priorValue":401913,"priorShares":9873},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":2907476,"shares":24753,"shareType":"SH","priorValue":279545,"priorShares":3603},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":2891756,"shares":13073,"shareType":"SH","priorValue":2448894,"priorShares":12917},{"issuer":"AGF INVTS TR","titleOfClass":"US MARKET NETRL","cusip":"00110G408","value":2873464,"shares":257710,"shareType":"SH","priorValue":3566609,"priorShares":255488},{"issuer":"COLUMBIA ETF TR I","titleOfClass":"SELECT TECHNOLO","cusip":"19761L870","value":2872978,"shares":70799,"shareType":"SH","priorValue":2648672,"priorShares":91734},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":2864235,"shares":9493,"shareType":"SH","priorValue":1321078,"priorShares":897},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":2852337,"shares":14971,"shareType":"SH","priorValue":2001041,"priorShares":15057},{"issuer":"GENUINE PARTS CO","titleOfClass":"COM","cusip":"372460105","value":2828508,"shares":23974,"shareType":"SH","priorValue":2960041,"priorShares":27991},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":2777842,"shares":16258,"shareType":"SH"},{"issuer":"T-MOBILE US INC","titleOfClass":"COM","cusip":"872590104","value":2736135,"shares":16313,"shareType":"SH","priorValue":3912510,"priorShares":18628},{"issuer":"GRACO INC","titleOfClass":"COM","cusip":"384109104","value":2734936,"shares":36172,"shareType":"SH","priorValue":3861951,"priorShares":45623},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL VLU FT","cusip":"46435G409","value":2646370,"shares":63280,"shareType":"SH","priorValue":2507022,"priorShares":63181},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":2628070,"shares":7849,"shareType":"SH","priorValue":1928826,"priorShares":7697},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INCOME ETF","cusip":"46641Q159","value":2566935,"shares":55742,"shareType":"SH","priorValue":2005123,"priorShares":43523},{"issuer":"VALUED ADVISERS TR","titleOfClass":"REGAN FLTG RATE","cusip":"92046L338","value":2527109,"shares":98427,"shareType":"SH","priorValue":3158212,"priorShares":123803},{"issuer":"PACER FDS TR","titleOfClass":"ARIST HIGH ETF","cusip":"69374H428","value":2482599,"shares":53240,"shareType":"SH","priorValue":2434486,"priorShares":52569},{"issuer":"RPM INTL INC","titleOfClass":"COM","cusip":"749685103","value":2447156,"shares":22017,"shareType":"SH","priorValue":2619062,"priorShares":26349},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":2437922,"shares":4863,"shareType":"SH","priorValue":3475164,"priorShares":7070},{"issuer":"TYSON FOODS INC","titleOfClass":"CL A","cusip":"902494103","value":2411361,"shares":42120,"shareType":"SH","priorValue":3672337,"priorShares":57318},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":2388023,"shares":25881,"shareType":"SH","priorValue":2710633,"priorShares":28843},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":2375983,"shares":26170,"shareType":"SH","priorValue":2041657,"priorShares":25824},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":2367805,"shares":18742,"shareType":"SH","priorValue":2744433,"priorShares":19692},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":2330993,"shares":40909,"shareType":"SH","priorValue":2698107,"priorShares":55346},{"issuer":"HALLIBURTON CO","titleOfClass":"COM","cusip":"406216101","value":2316306,"shares":68227,"shareType":"SH"},{"issuer":"ALBEMARLE CORP","titleOfClass":"COM","cusip":"012653101","value":2311306,"shares":17117,"shareType":"SH","priorValue":3765425,"priorShares":20974},{"issuer":"EA SERIES TRUST","titleOfClass":"STRI TOTA BD ETF","cusip":"02072L458","value":2306402,"shares":117523,"shareType":"SH","priorValue":2366312,"priorShares":118825},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C508","value":2286191,"shares":46195,"shareType":"SH","priorValue":2451210,"priorShares":53137},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 TOP 50","cusip":"46137V233","value":2265498,"shares":37000,"shareType":"SH","priorValue":2240182,"priorShares":41067},{"issuer":"VANECK ETF TRUST","titleOfClass":"IG FLOA RATE ETF","cusip":"92189F486","value":2258212,"shares":88177,"shareType":"SH","priorValue":2917062,"priorShares":114484},{"issuer":"DOVER CORP","titleOfClass":"COM","cusip":"260003108","value":2205438,"shares":9833,"shareType":"SH","priorValue":2515956,"priorShares":12070},{"issuer":"ARM HOLDINGS PLC","titleOfClass":"SPONSORED ADS","cusip":"042068205","value":2174932,"shares":6134,"shareType":"SH","priorValue":902839,"priorShares":5968},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"ENHANCED INM ETF","cusip":"82889N632","value":2149723,"shares":99386,"shareType":"SH","priorValue":2547069,"priorShares":119357},{"issuer":"WISDOMTREE TR","titleOfClass":"EMER MKT HIGH FD","cusip":"97717W315","value":2144602,"shares":39870,"shareType":"SH","priorValue":1898182,"priorShares":38200},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":2090006,"shares":17762,"shareType":"SH","priorValue":3032252,"priorShares":26370},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY ULTRA B","cusip":"45782C532","value":2050703,"shares":49201,"shareType":"SH","priorValue":2022049,"priorShares":52061},{"issuer":"WISDOMTREE TR","titleOfClass":"ITL HIGH DIV FD","cusip":"97717W802","value":2030586,"shares":37527,"shareType":"SH","priorValue":2090524,"priorShares":38649},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":2025529,"shares":6909,"shareType":"SH","priorValue":2457919,"priorShares":8461},{"issuer":"WISDOMTREE TR","titleOfClass":"US LARGECAP DIVD","cusip":"97717W307","value":2024070,"shares":21014,"shareType":"SH","priorValue":1348143,"priorShares":15092},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":2014942,"shares":4219,"shareType":"SH","priorValue":1371116,"priorShares":4057},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":1953007,"shares":4911,"shareType":"SH","priorValue":2262539,"priorShares":4908},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":1911542,"shares":92345,"shareType":"SH","priorValue":2851839,"priorShares":98373},{"issuer":"TIDAL TRUST II","titleOfClass":"ROUNDHILL GENER","cusip":"88636J600","value":1899368,"shares":19248,"shareType":"SH","priorValue":1012284,"priorShares":16367},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":1890965,"shares":35605,"shareType":"SH","priorValue":2311314,"priorShares":37730},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":1845225,"shares":8409,"shareType":"SH","priorValue":1834489,"priorShares":9564},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1844474,"shares":14854,"shareType":"SH","priorValue":1622489,"priorShares":3805},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":1802730,"shares":14490,"shareType":"SH","priorValue":1760532,"priorShares":15808},{"issuer":"WISDOMTREE TR","titleOfClass":"US QTLY DIV GRT","cusip":"97717X669","value":1773714,"shares":18550,"shareType":"SH","priorValue":1696952,"priorShares":19319},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":1747469,"shares":28746,"shareType":"SH","priorValue":2014022,"priorShares":35596},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":1725129,"shares":23907,"shareType":"SH","priorValue":1755524,"priorShares":24406},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":1711493,"shares":4646,"shareType":"SH","priorValue":1999127,"priorShares":4646},{"issuer":"GLOBAL X FDS","titleOfClass":"US PFD ETF","cusip":"37954Y657","value":1632900,"shares":87368,"shareType":"SH","priorValue":2628439,"priorShares":142850},{"issuer":"RIGETTI COMPUTING INC","titleOfClass":"COMMON STOCK","cusip":"76655K103","value":1624715,"shares":84095,"shareType":"SH","priorValue":1101354,"priorShares":78444},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":1613337,"shares":18358,"shareType":"SH","priorValue":1328480,"priorShares":17357},{"issuer":"CHENIERE ENERGY INC","titleOfClass":"COM NEW","cusip":"16411R208","value":1608481,"shares":6730,"shareType":"SH","priorValue":1999468,"priorShares":7046},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":1603054,"shares":66572,"shareType":"SH","priorValue":1878388,"priorShares":66894},{"issuer":"GRAYSCALE BITCOIN TRUST ETF","titleOfClass":"SHS REP COM UT","cusip":"389637109","value":1596660,"shares":35076,"shareType":"SH","priorValue":1745248,"priorShares":33079},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT VEST US EQT","cusip":"33740U653","value":1574581,"shares":38015,"shareType":"SH","priorValue":1581666,"priorShares":40862},{"issuer":"EA SERIES TRUST","titleOfClass":"STRIVE EMERGING","cusip":"02072L698","value":1564036,"shares":29761,"shareType":"SH","priorValue":1108621,"priorShares":28368},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQT ULTRA BF","cusip":"45782C375","value":1557669,"shares":36872,"shareType":"SH","priorValue":1572830,"priorShares":39578},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":1526852,"shares":16946,"shareType":"SH","priorValue":324036,"priorShares":4310},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"AEROSPACE DEFN","cusip":"46137V100","value":1519897,"shares":8604,"shareType":"SH","priorValue":1012924,"priorShares":6113},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY BUF DEC","cusip":"45782C557","value":1516165,"shares":28498,"shareType":"SH","priorValue":1416408,"priorShares":29508},{"issuer":"NOVARTIS AG","titleOfClass":"SPONSORED ADR","cusip":"66987V109","value":1509213,"shares":9630,"shareType":"SH","priorValue":1465484,"priorShares":9594},{"issuer":"FIDELITY WISE ORIGIN BITCOIN","titleOfClass":"SHS","cusip":"315948109","value":1487648,"shares":29141,"shareType":"SH","priorValue":1725034,"priorShares":29223},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 LOW VOL","cusip":"46138E354","value":1473208,"shares":19669,"shareType":"SH","priorValue":312088,"priorShares":4267},{"issuer":"BROWN & BROWN INC","titleOfClass":"COM","cusip":"115236101","value":1463266,"shares":22810,"shareType":"SH","priorValue":1770544,"priorShares":27151},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":1444775,"shares":16900,"shareType":"SH","priorValue":1520755,"priorShares":19722},{"issuer":"ISHARES U S ETF TR","titleOfClass":"SHOR DURA BD ETF","cusip":"46431W507","value":1441107,"shares":28447,"shareType":"SH","priorValue":1517464,"priorShares":29851},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"US EQTY PWR BUF","cusip":"45782C813","value":1423739,"shares":29169,"shareType":"SH","priorValue":1300605,"priorShares":28294},{"issuer":"AIM ETF PRODUCTS TRUST","titleOfClass":"US LRGCP B10 DEC","cusip":"00888H836","value":1411112,"shares":35940,"shareType":"SH","priorValue":1312755,"priorShares":36927},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":1385748,"shares":3384,"shareType":"SH","priorValue":1256874,"priorShares":3525},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"MUNI INCOME ETF","cusip":"38149W549","value":1381083,"shares":26848,"shareType":"SH","priorValue":736337,"priorShares":14452},{"issuer":"PERSPECTIVE THERAPEUTICS INC","titleOfClass":"COM NEW","cusip":"46489V302","value":1377882,"shares":404071,"shareType":"SH","priorValue":1684976,"priorShares":404071},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"INDE AUT INC ETF","cusip":"45784N585","value":1367454,"shares":53731,"shareType":"SH","priorValue":1187663,"priorShares":47355}]},"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."}