{"url":"https://nivawealth.com/firms/west-branch-capital-133813","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/133813","regulatoryAum":690090610,"crd":"133813","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2077885","suffix":null,"lastName":"CHRISTOPULOS","firstName":"ANNE","middleName":"ELIZABETH"},{"crd":"2036580","suffix":"MR.","lastName":"HO","firstName":"JAMES","middleName":"KAI"},{"crd":"1094095","suffix":null,"lastName":"MAHMUD","firstName":"AYAZ","middleName":null},{"crd":"5929233","suffix":null,"lastName":"MAHMUD","firstName":"IAN","middleName":"L"}],"total":4,"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":"2021-03-12","regulatoryAum":439899182,"clients":359,"employees":10,"offices":4},{"filedOn":"2022-07-27","regulatoryAum":509640583,"clients":379,"employees":10,"offices":4},{"filedOn":"2023-05-16","regulatoryAum":435763247,"clients":375,"employees":10,"offices":4},{"filedOn":"2024-06-11","regulatoryAum":516426665,"clients":375,"employees":11,"offices":4},{"filedOn":"2025-02-13","regulatoryAum":630872497,"clients":371,"employees":9,"offices":4},{"filedOn":"2026-02-13","regulatoryAum":690090610,"clients":372,"employees":9,"offices":4}],"acquisitions":[{"date":"2009-11-11","datePrecision":"day","name":"Legacy Financial Services","crd":"115495","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/115495"}],"secFileNumber":"801-78332","legalName":"West Branch Capital LLC","displayName":"West Branch Capital","slug":"west-branch-capital-133813","website":"https://westbranchcapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/west-branch-capital-llc/?viewAsMember=true","founded":"2004","organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"9 Research Drive, Suite 1","city":"Amherst","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"01002"},"tradeNames":[],"registration":{"secApproved":"24 July 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1820584.6586021506,"staff":{"employees":9,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":690090610,"discretionary":679518411,"discretionaryAccounts":1252,"nonDiscretionary":10572199,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":201,"regulatoryAum":83739012},{"label":"High-net-worth individuals","clients":171,"regulatoryAum":593518481},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":5079662},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":4350626},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":3402829}],"feePrograms":[{"role":"main","program":"Portfolio Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008814","versionId":1008814,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-02-13","documentName":"WEST BRANCH BROCHURE (FORM ADV2A)","fee_rate_low":0.25,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:34:20.193823+00:00","documents":[{"name":"WEST BRANCH BROCHURE (FORM ADV2A)","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008814","versionId":1008814,"submittedOn":"2026-02-13"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":516322483},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":149784162}],"custodyNote":"West Branch Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ayaz Mahmud","title":"Chief Compliance Officer","crd":"1094095"}],"ownership":[{"label":"Ayaz Mahmud","detail":"Managing member, founder & ceo in the 75% or more ownership band and a control person, since December 2004. Also chief compliance officer in the 75% or more ownership band and a control person, since November 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":3,"addresses":[{"street":"9 Research Drive, Suite 1","city":"Amherst","headquarters":true},{"street":"100 Independence Drive","city":"Hyannis"},{"street":"99 Derby Street","city":"Hingham"}]},{"state":"New York","offices":1,"addresses":[{"street":"300 International Drive","city":"Williamsville"}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"83388805344132561225","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":53},{"label":"U.S. government/agency bonds","percent":28},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":13},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"13 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/133813/PDF/133813.pdf","brochureDate":"13 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008814","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 West Branch Capital have?","answer":"West Branch Capital has 372 clients and manages $690 million for them, as of February 2026. They include 201 individual clients and 171 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does West Branch Capital offer?","answer":"West Branch Capital provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does West Branch Capital charge?","answer":"West Branch Capital charges 0.25%–1.50% a year for its Portfolio Management. The fee is negotiable.","source":"WEST BRANCH BROCHURE (FORM ADV2A), filed 13 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does West Branch Capital use?","answer":"West Branch Capital’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $516M and Charles Schwab & Co., Inc. (Westlake, TX), with $150M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does West Branch Capital have?","answer":"West Branch Capital has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 West Branch Capital invest in?","answer":"At the end of its last fiscal year, West Branch Capital’s separately managed accounts held 53% exchange-traded equities, 28% U.S. government and agency bonds, 13% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns West Branch Capital?","answer":"West Branch Capital’s direct owner is Ayaz Mahmud (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does West Branch Capital get paid?","answer":"West Branch Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions 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 West Branch Capital?","answer":"West Branch Capital’s main office is at 9 Research Drive, Suite 1, Amherst, MA 01002. Its phone number is 83388805344132561225. Its website is westbranchcapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 13 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/west-branch-capital-133813/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-10","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1738723/000173872326000003/0001738723-26-000003-index.html","totalValue":430263028,"positionCount":355,"top10Share":0.5603381938733533,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":42969302,"shares":148498,"shareType":"SH","priorValue":38437721,"priorShares":151455},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":41038673,"shares":205101,"shareType":"SH","priorValue":35990469,"priorShares":206367},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":31933021,"shares":89356,"shareType":"SH","priorValue":26153260,"priorShares":90949},{"issuer":"MOOG INC","titleOfClass":"CL B","cusip":"615394301","value":25678297,"shares":60114,"shareType":"SH","priorValue":17727920,"priorShares":60114},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":22693776,"shares":95216,"shareType":"SH","priorValue":19756571,"priorShares":94860},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":22642081,"shares":30320,"shareType":"SH","priorValue":19620068,"priorShares":30169},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":20527083,"shares":55029,"shareType":"SH","priorValue":20322541,"priorShares":54901},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":12059535,"shares":31925,"shareType":"SH","priorValue":9935633,"priorShares":32101},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":11112460,"shares":33949,"shareType":"SH","priorValue":10012180,"priorShares":34037},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":10438580,"shares":8703,"shareType":"SH","priorValue":7841146,"priorShares":8525}],"positionsListed":200,"positions":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":42969302,"shares":148498,"shareType":"SH","priorValue":38437721,"priorShares":151455},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":41038673,"shares":205101,"shareType":"SH","priorValue":35990469,"priorShares":206367},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":31933021,"shares":89356,"shareType":"SH","priorValue":26153260,"priorShares":90949},{"issuer":"MOOG INC","titleOfClass":"CL B","cusip":"615394301","value":25678297,"shares":60114,"shareType":"SH","priorValue":17727920,"priorShares":60114},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":22693776,"shares":95216,"shareType":"SH","priorValue":19756571,"priorShares":94860},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":22642081,"shares":30320,"shareType":"SH","priorValue":19620068,"priorShares":30169},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":20527083,"shares":55029,"shareType":"SH","priorValue":20322541,"priorShares":54901},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":12059535,"shares":31925,"shareType":"SH","priorValue":9935633,"priorShares":32101},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":11112460,"shares":33949,"shareType":"SH","priorValue":10012180,"priorShares":34037},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":10438580,"shares":8703,"shareType":"SH","priorValue":7841146,"priorShares":8525},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":10109199,"shares":68939,"shareType":"SH","priorValue":9933337,"priorShares":68771},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":9923747,"shares":8597,"shareType":"SH","priorValue":2058806,"priorShares":6094},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":8701184,"shares":76825,"shareType":"SH","priorValue":9488409,"priorShares":76347},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":8486592,"shares":33416,"shareType":"SH","priorValue":8159915,"priorShares":33382},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":7658258,"shares":30433,"shareType":"SH","priorValue":6581197,"priorShares":30260},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":7562034,"shares":22041,"shareType":"SH","priorValue":6637705,"priorShares":21962},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":7123414,"shares":12646,"shareType":"SH","priorValue":6920694,"priorShares":12096},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":6874144,"shares":9179,"shareType":"SH","priorValue":5956981,"priorShares":9120},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":6500346,"shares":12991,"shareType":"SH","priorValue":5992253,"priorShares":12505},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":6375176,"shares":54275,"shareType":"SH","priorValue":4196258,"priorShares":54082},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":6303612,"shares":43013,"shareType":"SH","priorValue":6274753,"priorShares":42653},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":5770537,"shares":42207,"shareType":"SH","priorValue":7209890,"priorShares":42496},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":5172821,"shares":12299,"shareType":"SH","priorValue":4461250,"priorShares":12001},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":5168357,"shares":8897,"shareType":"SH","priorValue":1704337,"priorShares":8378},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":5117764,"shares":14511,"shareType":"SH","priorValue":4729204,"priorShares":14379},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":4904445,"shares":4606,"shareType":"SH","priorValue":3170729,"priorShares":4476},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":4816539,"shares":11589,"shareType":"SH","priorValue":3104941,"priorShares":11475},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":4426821,"shares":8619,"shareType":"SH","priorValue":4237273,"priorShares":8480},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":4093134,"shares":5661,"shareType":"SH","priorValue":1778164,"priorShares":5203},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":4091410,"shares":10948,"shareType":"SH","priorValue":3055159,"priorShares":10766},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":4049199,"shares":4329,"shareType":"SH","priorValue":4230448,"priorShares":4246},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":3978837,"shares":48958,"shareType":"SH","priorValue":3678375,"priorShares":48368},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":3901592,"shares":68473,"shareType":"SH","priorValue":3314310,"priorShares":67986},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":3882823,"shares":23424,"shareType":"SH","priorValue":4812705,"priorShares":23261},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":3188487,"shares":7358,"shareType":"SH","priorValue":1320419,"priorShares":6180},{"issuer":"MOOG INC","titleOfClass":"CL A","cusip":"615394202","value":2902881,"shares":6849,"shareType":"SH","priorValue":2018924,"priorShares":6899},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":2557408,"shares":7238,"shareType":"SH","priorValue":1953068,"priorShares":6808},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":2386275,"shares":33421,"shareType":"SH","priorValue":3113262,"priorShares":32379},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":1858193,"shares":22485,"shareType":"SH","priorValue":2340880,"priorShares":29404},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":1847030,"shares":8836,"shareType":"SH","priorValue":1348840,"priorShares":8196},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":1532433,"shares":8471,"shareType":"SH","priorValue":1461050,"priorShares":8837},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":1438930,"shares":1423,"shareType":"SH","priorValue":1095555,"priorShares":1295},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":1110816,"shares":9521,"shareType":"SH","priorValue":1396243,"priorShares":9545},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":1066659,"shares":8301,"shareType":"SH","priorValue":893996,"priorShares":7432},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":1061396,"shares":3927,"shareType":"SH","priorValue":2878339,"priorShares":9261},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":1024928,"shares":30287,"shareType":"SH","priorValue":433401,"priorShares":14878},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":706372,"shares":2907,"shareType":"SH","priorValue":786445,"priorShares":3620},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":599800,"shares":1988,"shareType":"SH","priorValue":207610,"priorShares":141},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":551539,"shares":3950,"shareType":"SH","priorValue":8120,"priorShares":184},{"issuer":"M & T BK CORP","titleOfClass":"COM","cusip":"55261F104","value":538617,"shares":2263,"shareType":"SH","priorValue":488066,"priorShares":2361},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":531950,"shares":2804,"shareType":"SH","priorValue":1472417,"priorShares":7633},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":526083,"shares":1871,"shareType":"SH","priorValue":1697484,"priorShares":7003},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI EX US","cusip":"464288240","value":518690,"shares":6815,"shareType":"SH","priorValue":466624,"priorShares":6815},{"issuer":"ABRDN PRECIOUS METALS BASKET","titleOfClass":"PHYSCL PRECS MET","cusip":"003263100","value":501424,"shares":2768,"shareType":"SH","priorValue":648505,"priorShares":2965},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":500632,"shares":6630,"shareType":"SH","priorValue":584501,"priorShares":6630},{"issuer":"ASTRONICS CORP","titleOfClass":"COM","cusip":"046433108","value":463182,"shares":5700,"shareType":"SH","priorValue":380361,"priorShares":5700},{"issuer":"BOOKING HOLDINGS INC","titleOfClass":"COM","cusip":"09857L108","value":441180,"shares":2475,"shareType":"SH","priorValue":416309,"priorShares":99},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":435071,"shares":452,"shareType":"SH","priorValue":590226,"priorShares":614},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":422595,"shares":1167,"shareType":"SH","priorValue":379295,"priorShares":1078},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000IDX","cusip":"92206C730","value":398674,"shares":1177,"shareType":"SH","priorValue":52827,"priorShares":179},{"issuer":"ETFS GOLD TR","titleOfClass":"PHYSCL GOLD SHS","cusip":"00326A104","value":389105,"shares":10178,"shareType":"SH","priorValue":484529,"priorShares":10859},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US GWT","cusip":"464287671","value":384972,"shares":2047,"shareType":"SH","priorValue":344457,"priorShares":2221},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":379039,"shares":744,"shareType":"SH","priorValue":583237,"priorShares":965},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":358598,"shares":1516,"shareType":"SH","priorValue":357753,"priorShares":1664},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":344687,"shares":7252,"shareType":"SH","priorValue":309139,"priorShares":7531},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":335497,"shares":488,"shareType":"SH","priorValue":136848,"priorShares":229},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":313688,"shares":267,"shareType":"SH","priorValue":133554,"priorShares":153},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":311556,"shares":2301,"shareType":"SH","priorValue":366330,"priorShares":2359},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":307667,"shares":1355,"shareType":"SH","priorValue":286109,"priorShares":1355},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":276213,"shares":2186,"shareType":"SH","priorValue":304228,"priorShares":2183},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":267946,"shares":1450,"shareType":"SH","priorValue":180292,"priorShares":1400},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":265068,"shares":1677,"shareType":"SH","priorValue":263890,"priorShares":1782},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 GARP ETF","cusip":"46137V431","value":251306,"shares":2055,"shareType":"SH","priorValue":221160,"priorShares":2055},{"issuer":"GENERAL MTRS CO","titleOfClass":"COM","cusip":"37045V100","value":244335,"shares":3170,"shareType":"SH","priorValue":235973,"priorShares":3167},{"issuer":"UNUM GROUP","titleOfClass":"COM","cusip":"91529Y106","value":242185,"shares":2709,"shareType":"SH","priorValue":197839,"priorShares":2709},{"issuer":"ISHARES TR","titleOfClass":"IBOXX HI YD ETF","cusip":"464288513","value":241910,"shares":3025,"shareType":"SH","priorValue":256581,"priorShares":3225},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":240522,"shares":2430,"shareType":"SH","priorValue":241227,"priorShares":2430},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":235645,"shares":553,"shareType":"SH","priorValue":197792,"priorShares":553},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":233762,"shares":2576,"shareType":"SH","priorValue":1605456,"priorShares":15637},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":233592,"shares":1422,"shareType":"SH","priorValue":202536,"priorShares":1422},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":227740,"shares":236,"shareType":"SH","priorValue":100683,"priorShares":257},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":224014,"shares":877,"shareType":"SH","priorValue":91439,"priorShares":672},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":218187,"shares":900,"shareType":"SH","priorValue":192303,"priorShares":900},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":215145,"shares":541,"shareType":"SH","priorValue":301488,"priorShares":654},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":202950,"shares":600,"shareType":"SH","priorValue":755670,"priorShares":2498},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":202510,"shares":275,"shareType":"SH","priorValue":158725,"priorShares":275},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":197821,"shares":537,"shareType":"SH","priorValue":231066,"priorShares":537},{"issuer":"MICROCHIP TECHNOLOGY INC.","titleOfClass":"COM","cusip":"595017104","value":181720,"shares":1993,"shareType":"SH","priorValue":135169,"priorShares":2092},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":173838,"shares":1400,"shareType":"SH","priorValue":149240,"priorShares":350},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":168478,"shares":1331,"shareType":"SH","priorValue":200470,"priorShares":1531},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":166137,"shares":449,"shareType":"SH","priorValue":138506,"priorShares":432},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":156239,"shares":701,"shareType":"SH","priorValue":16316,"priorShares":71},{"issuer":"SL GREEN RLTY CORP","titleOfClass":"COM","cusip":"78440X887","value":155310,"shares":3000,"shareType":"SH","priorValue":110820,"priorShares":3000},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":149649,"shares":1088,"shareType":"SH","priorValue":122964,"priorShares":1087},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":143836,"shares":287,"shareType":"SH","priorValue":195575,"priorShares":398},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":142946,"shares":1196,"shareType":"SH","priorValue":117217,"priorShares":168},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":135407,"shares":2350,"shareType":"SH","priorValue":166788,"priorShares":2750},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT ENER INCO ETF","cusip":"33740F276","value":129097,"shares":5911,"shareType":"SH","priorValue":132939,"priorShares":5911},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":125748,"shares":591,"shareType":"SH"},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":123401,"shares":414,"shareType":"SH","priorValue":43488,"priorShares":224},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"LOW DURTIN ETF","cusip":"316188408","value":120183,"shares":2398,"shareType":"SH","priorValue":118974,"priorShares":2377},{"issuer":"ISHARES TR","titleOfClass":"S&P 100 ETF","cusip":"464287101","value":117912,"shares":322,"shareType":"SH","priorValue":112504,"priorShares":354},{"issuer":"CANADIAN NATL RY CO","titleOfClass":"COM","cusip":"136375102","value":113278,"shares":950,"shareType":"SH","priorValue":97632,"priorShares":950},{"issuer":"PROLOGIS INC.","titleOfClass":"COM","cusip":"74340W103","value":111086,"shares":820,"shareType":"SH","priorValue":130991,"priorShares":991},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":111054,"shares":214,"shareType":"SH","priorValue":146250,"priorShares":295},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":104965,"shares":4359,"shareType":"SH","priorValue":122401,"priorShares":4359},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":104723,"shares":1382,"shareType":"SH","priorValue":116551,"priorShares":1661},{"issuer":"ISHARES INC","titleOfClass":"MSCI GERMANY ETF","cusip":"464286806","value":102764,"shares":2484,"shareType":"SH"},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":101441,"shares":346,"shareType":"SH","priorValue":100510,"priorShares":346},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":99633,"shares":696,"shareType":"SH","priorValue":115298,"priorShares":880},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":99472,"shares":50,"shareType":"SH","priorValue":79250,"priorShares":60},{"issuer":"GALLAGHER ARTHUR J & CO","titleOfClass":"COM","cusip":"363576109","value":97797,"shares":426,"shareType":"SH","priorValue":92913,"priorShares":429},{"issuer":"ROYAL CARIBBEAN GROUP","titleOfClass":"COM","cusip":"V7780T103","value":95259,"shares":300,"shareType":"SH","priorValue":82554,"priorShares":300},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI FINLS IDX","cusip":"316092501","value":93786,"shares":1225,"shareType":"SH","priorValue":100035,"priorShares":1425},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":89269,"shares":252,"shareType":"SH","priorValue":120814,"priorShares":352},{"issuer":"SHELL PLC","titleOfClass":"SPON ADS","cusip":"780259305","value":88319,"shares":1139,"shareType":"SH","priorValue":133827,"priorShares":1439},{"issuer":"T-MOBILE US INC","titleOfClass":"COM","cusip":"872590104","value":84104,"shares":501,"shareType":"SH","priorValue":1522318,"priorShares":7248},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":83790,"shares":1176,"shareType":"SH","priorValue":75359,"priorShares":1176},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":82328,"shares":346,"shareType":"SH","priorValue":71740,"priorShares":346},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":78209,"shares":756,"shareType":"SH","priorValue":42374,"priorShares":590},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":77560,"shares":315,"shareType":"SH","priorValue":88439,"priorShares":425},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":74957,"shares":2706,"shareType":"SH","priorValue":66974,"priorShares":2706},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":74605,"shares":850,"shareType":"SH","priorValue":78948,"priorShares":850},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":71974,"shares":3477,"shareType":"SH","priorValue":122686,"priorShares":4232},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":71936,"shares":1699,"shareType":"SH","priorValue":115410,"priorShares":2299},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":66738,"shares":426,"shareType":"SH","priorValue":57822,"priorShares":310},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":66648,"shares":774,"shareType":"SH"},{"issuer":"REPUBLIC SVCS INC","titleOfClass":"COM","cusip":"760759100","value":63924,"shares":300,"shareType":"SH","priorValue":65706,"priorShares":300},{"issuer":"ISHARES INC","titleOfClass":"MSCI ISRAEL ETF","cusip":"464286632","value":60355,"shares":500,"shareType":"SH","priorValue":58020,"priorShares":500},{"issuer":"BP PLC","titleOfClass":"SPONSORED ADR","cusip":"055622104","value":59157,"shares":1601,"shareType":"SH","priorValue":75247,"priorShares":1601},{"issuer":"SYSCO CORP","titleOfClass":"COM","cusip":"871829107","value":58506,"shares":700,"shareType":"SH","priorValue":49931,"priorShares":700},{"issuer":"ADOBE INC","titleOfClass":"COM","cusip":"00724F101","value":55766,"shares":272,"shareType":"SH","priorValue":81918,"priorShares":337},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":55617,"shares":375,"shareType":"SH","priorValue":46617,"priorShares":375},{"issuer":"CINCINNATI FINL CORP","titleOfClass":"COM","cusip":"172062101","value":54802,"shares":296,"shareType":"SH","priorValue":46576,"priorShares":296},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":54585,"shares":390,"shareType":"SH","priorValue":44457,"priorShares":392},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":53115,"shares":535,"shareType":"SH","priorValue":55935,"priorShares":535},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":52203,"shares":274,"shareType":"SH","priorValue":64590,"priorShares":486},{"issuer":"THE CIGNA GROUP","titleOfClass":"COM","cusip":"125523100","value":52104,"shares":189,"shareType":"SH","priorValue":50416,"priorShares":189},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"DJ INTERNT IDX","cusip":"33733E302","value":51356,"shares":194,"shareType":"SH","priorValue":45402,"priorShares":194},{"issuer":"CONSOLIDATED EDISON INC","titleOfClass":"COM","cusip":"209115104","value":49784,"shares":450,"shareType":"SH","priorValue":50931,"priorShares":450},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR DISCR ETF","cusip":"81369Y407","value":48554,"shares":414,"shareType":"SH","priorValue":63536,"priorShares":583},{"issuer":"AMERIPRISE FINL INC","titleOfClass":"COM","cusip":"03076C106","value":48170,"shares":105,"shareType":"SH","priorValue":46662,"priorShares":105},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":47519,"shares":193,"shareType":"SH","priorValue":39720,"priorShares":193},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":45053,"shares":91,"shareType":"SH","priorValue":26916,"priorShares":75},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"BULSHS 2027 CB","cusip":"46138J783","value":40235,"shares":2051,"shareType":"SH","priorValue":39833,"priorShares":2030},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":39320,"shares":99,"shareType":"SH","priorValue":31496,"priorShares":99},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL TECH ETF","cusip":"464287291","value":39299,"shares":272,"shareType":"SH","priorValue":35290,"priorShares":353},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":39125,"shares":40,"shareType":"SH","priorValue":35810,"priorShares":40},{"issuer":"RBC BEARINGS INC","titleOfClass":"COM","cusip":"75524B104","value":38644,"shares":60,"shareType":"SH","priorValue":32588,"priorShares":60},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":38335,"shares":194,"shareType":"SH","priorValue":35751,"priorShares":194},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":37113,"shares":448,"shareType":"SH","priorValue":34527,"priorShares":495},{"issuer":"CENTENE CORP DEL","titleOfClass":"COM","cusip":"15135B101","value":36717,"shares":572,"shareType":"SH","priorValue":19775,"priorShares":604},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":36584,"shares":134,"shareType":"SH","priorValue":35632,"priorShares":147},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":36407,"shares":506,"shareType":"SH","priorValue":59787,"priorShares":906},{"issuer":"MCCORMICK & CO INC","titleOfClass":"COM NON VTG","cusip":"579780206","value":35294,"shares":700,"shareType":"SH","priorValue":35308,"priorShares":700},{"issuer":"REAVES UTIL INCOME FD","titleOfClass":"COM SH BEN INT","cusip":"756158101","value":35117,"shares":862,"shareType":"SH","priorValue":33506,"priorShares":853},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":35058,"shares":299,"shareType":"SH","priorValue":32804,"priorShares":299},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL TEC","cusip":"46137V282","value":35024,"shares":543,"shareType":"SH"},{"issuer":"IRON MTN INC DEL","titleOfClass":"COM","cusip":"46284V101","value":34736,"shares":275,"shareType":"SH","priorValue":28089,"priorShares":275},{"issuer":"EVERSOURCE ENERGY","titleOfClass":"COM","cusip":"30040W108","value":34546,"shares":478,"shareType":"SH","priorValue":33116,"priorShares":478},{"issuer":"ISHARES TR","titleOfClass":"JPMORGAN USD EMG","cusip":"464288281","value":32308,"shares":335,"shareType":"SH","priorValue":31467,"priorShares":335},{"issuer":"VISTRA CORP","titleOfClass":"COM","cusip":"92840M102","value":31726,"shares":200,"shareType":"SH","priorValue":30066,"priorShares":200},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":31418,"shares":267,"shareType":"SH","priorValue":115,"priorShares":1},{"issuer":"MONDELEZ INTL INC","titleOfClass":"CL A","cusip":"609207105","value":28920,"shares":500,"shareType":"SH","priorValue":62309,"priorShares":1081},{"issuer":"CARRIER GLOBAL CORPORATION","titleOfClass":"COM","cusip":"14448C104","value":28240,"shares":385,"shareType":"SH","priorValue":28719,"priorShares":510},{"issuer":"DARDEN RESTAURANTS INC","titleOfClass":"COM","cusip":"237194105","value":28018,"shares":136,"shareType":"SH","priorValue":26662,"priorShares":136},{"issuer":"ISHARES TR","titleOfClass":"1 3 YR TREAS BD","cusip":"464287457","value":27890,"shares":340,"shareType":"SH","priorValue":27798,"priorShares":337},{"issuer":"PAYCHEX INC","titleOfClass":"COM","cusip":"704326107","value":27533,"shares":280,"shareType":"SH","priorValue":25794,"priorShares":280},{"issuer":"RBB FD INC","titleOfClass":"US TREASY 2 YR","cusip":"74933W486","value":27486,"shares":573,"shareType":"SH","priorValue":27491,"priorShares":569},{"issuer":"DOUGLAS DYNAMICS INC","titleOfClass":"COM","cusip":"25960R105","value":27353,"shares":507,"shareType":"SH","priorValue":33672,"priorShares":800},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":27341,"shares":124,"shareType":"SH","priorValue":29299,"priorShares":124},{"issuer":"ISHARES SILVER TR","titleOfClass":"ISHARES","cusip":"46428Q109","value":26830,"shares":502,"shareType":"SH"},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":25867,"shares":117,"shareType":"SH"},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 GRTH IDX F","cusip":"921932505","value":25378,"shares":307,"shareType":"SH","priorValue":20729,"priorShares":51},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":23133,"shares":300,"shareType":"SH","priorValue":20259,"priorShares":300},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":23023,"shares":250,"shareType":"SH","priorValue":23078,"priorShares":250},{"issuer":"WELLTOWER INC","titleOfClass":"COM","cusip":"95040Q104","value":22697,"shares":100,"shareType":"SH"},{"issuer":"FLAHERTY & CRUMRINE PFD INCO","titleOfClass":"COM","cusip":"33848E106","value":22192,"shares":2402,"shareType":"SH","priorValue":21405,"priorShares":2368},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"INVSCO BLSH 28","cusip":"46138J643","value":22086,"shares":1084,"shareType":"SH","priorValue":21906,"priorShares":1073},{"issuer":"ABERDEEN MULTI-MARKET INCOME","titleOfClass":"SH BEN INT","cusip":"552737108","value":22000,"shares":5000,"shareType":"SH","priorValue":23100,"priorShares":5000},{"issuer":"OLLIES BARGAIN OUTLET HLDGS","titleOfClass":"COM","cusip":"681116109","value":21758,"shares":283,"shareType":"SH","priorValue":26048,"priorShares":283},{"issuer":"ISHARES TR","titleOfClass":"ISHARES BIOTECH","cusip":"464287556","value":21682,"shares":114,"shareType":"SH","priorValue":19249,"priorShares":114},{"issuer":"VALERO ENERGY CORP","titleOfClass":"COM","cusip":"91913Y100","value":21617,"shares":83,"shareType":"SH","priorValue":20508,"priorShares":83},{"issuer":"BLACKROCK CORE BD TR","titleOfClass":"SHS BEN INT","cusip":"09249E101","value":21252,"shares":2318,"shareType":"SH","priorValue":20715,"priorShares":2261},{"issuer":"RB GLOBAL INC","titleOfClass":"COM","cusip":"74935Q107","value":20379,"shares":175,"shareType":"SH","priorValue":16774,"priorShares":175},{"issuer":"ANNALY CAPITAL MANAGEMENT IN","titleOfClass":"COM NEW","cusip":"035710839","value":20257,"shares":906,"shareType":"SH","priorValue":18776,"priorShares":888},{"issuer":"EATON VANCE LIMITED DURATION","titleOfClass":"COM","cusip":"27828H105","value":19941,"shares":2128,"shareType":"SH","priorValue":20111,"priorShares":2128},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":19902,"shares":210,"shareType":"SH","priorValue":23130,"priorShares":242},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":19763,"shares":58,"shareType":"SH","priorValue":18904,"priorShares":58},{"issuer":"NOVO-NORDISK A S","titleOfClass":"ADR","cusip":"670100205","value":19704,"shares":411,"shareType":"SH","priorValue":2867,"priorShares":78},{"issuer":"CONSTELLATION ENERGY CORP","titleOfClass":"COM","cusip":"21037T109","value":19622,"shares":79,"shareType":"SH","priorValue":63949,"priorShares":229},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":19350,"shares":180,"shareType":"SH","priorValue":17709,"priorShares":180},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI TOTAL","cusip":"46432F834","value":19331,"shares":203,"shareType":"SH","priorValue":17328,"priorShares":200},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":18949,"shares":108,"shareType":"SH","priorValue":22453,"priorShares":108},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":18453,"shares":108,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"20 YR TR BD ETF","cusip":"464287432","value":18396,"shares":213,"shareType":"SH","priorValue":18240,"priorShares":210},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"INVSCO 30 CORP","cusip":"46138J460","value":18113,"shares":1088,"shareType":"SH","priorValue":17986,"priorShares":1076},{"issuer":"TRAVELERS COMPANIES INC","titleOfClass":"COM","cusip":"89417E109","value":17827,"shares":54,"shareType":"SH","priorValue":15751,"priorShares":54},{"issuer":"CARDINAL HEALTH INC","titleOfClass":"COM","cusip":"14149Y108","value":17817,"shares":75,"shareType":"SH","priorValue":15849,"priorShares":75},{"issuer":"PROSHARES TR","titleOfClass":"LARGE CAP CRE","cusip":"74347R248","value":17676,"shares":207,"shareType":"SH","priorValue":15520,"priorShares":207}]},"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."}