{"url":"https://nivawealth.com/firms/wiregrass-investment-management-284608","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284608","regulatoryAum":159669174,"crd":"284608","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4117289","suffix":null,"lastName":"JONES","firstName":"FRED","middleName":"BENJAMIN"}],"total":1,"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":"2022-06-15","regulatoryAum":115467979,"clients":214,"employees":2,"offices":1},{"filedOn":"2023-07-06","regulatoryAum":100164347,"clients":291,"employees":2,"offices":1},{"filedOn":"2024-02-21","regulatoryAum":94263110,"clients":316,"employees":2,"offices":1},{"filedOn":"2025-07-07","regulatoryAum":129906438,"clients":331,"employees":2,"offices":1},{"filedOn":"2026-05-12","regulatoryAum":159669174,"clients":330,"employees":3,"offices":1}],"secFileNumber":"801-124691","legalName":"Wiregrass Investment Management LLC","displayName":"Wiregrass Investment Management","slug":"wiregrass-investment-management-284608","website":"https://wiregrassinvest.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/284608/7e9d04909a094356-r1.webp","tone":"dark","width":696,"height":200,"sourceUrl":"https://www.wiregrassinvest.com/","sourceLabel":"Wiregrass Asset Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Georgia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"317 Kern Street","city":"Thomasville","state":"GA","stateName":"Georgia","country":"United States","postalCode":"31792"},"tradeNames":["Wiregrass Asset Management"],"registration":{"secApproved":"20 April 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":303624.8658146965,"staff":{"employees":3,"advisory":1,"brokerDealerReps":1,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":159669174,"discretionary":141228320,"discretionaryAccounts":394,"nonDiscretionary":18440854,"nonDiscretionaryAccounts":6,"wrapProgram":159669173,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":208,"regulatoryAum":28941576},{"label":"High-net-worth individuals","clients":105,"regulatoryAum":66093007},{"label":"Pension and profit-sharing plans","clients":11,"regulatoryAum":23461053},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":30337405},{"label":"Corporations and other businesses","clients":6,"regulatoryAum":10836133}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044777","versionId":1044777,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-12","documentName":"WIREGRASS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is a fixed fee ranging up to $1,500, negotiable depending on complexity, with an estimate given before engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044777","versionId":1044777,"submittedOn":"2026-05-12","documentName":"WIREGRASS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS"},{"role":"other","program":"Retirement Plan Advisory Services","summary":"Retirement plan advisory is charged an annual asset-based fee of up to 1.50%, billed quarterly or monthly in advance and negotiable depending on plan size.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044777","versionId":1044777,"submittedOn":"2026-05-12","documentName":"WIREGRASS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:31:56.671084+00:00","documents":[{"name":"WIREGRASS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044777","versionId":1044777,"submittedOn":"2026-05-12"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Boston, MA","smaAssets":141228320}],"custodyNote":"Wiregrass Investment Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Fred Jones","title":"Managing Member and Chief Compliance Officer","crd":"4117289"}],"ownership":[{"label":"Fred Jones","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since July 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"317 Kern Street","city":"Thomasville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"229-226-0111","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":80},{"label":"Securities issued by registered investment companies or business development companies","percent":17},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"12 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284608/PDF/284608.pdf","brochureDate":"12 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044777","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 Wiregrass Investment Management have?","answer":"Wiregrass Investment Management has 330 clients and manages $160 million for them, as of May 2026. They include 208 individual clients, 105 high-net-worth individuals, and 11 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wiregrass Investment Management offer?","answer":"Wiregrass Investment Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wiregrass Investment Management charge?","answer":"Wiregrass Investment Management charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.","source":"WIREGRASS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS, filed 12 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wiregrass Investment Management use?","answer":"Wiregrass Investment Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $141M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wiregrass Investment Management have?","answer":"Wiregrass Investment Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wiregrass Investment Management invest in?","answer":"At the end of its last fiscal year, Wiregrass Investment Management’s separately managed accounts held 80% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wiregrass Investment Management?","answer":"Wiregrass Investment Management’s direct owner is Fred Jones (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wiregrass Investment Management get paid?","answer":"Wiregrass Investment Management is paid through a percentage of assets under management 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":"How do I contact Wiregrass Investment Management?","answer":"Wiregrass Investment Management’s main office is at 317 Kern Street, Thomasville, GA 31792. Its phone number is 229-226-0111. Its website is wiregrassinvest.com.","source":"Form ADV Part 1A, Item 1.F, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/wiregrass-investment-management-284608/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-07","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2109460/000195175726001177/0001951757-26-001177-index.html","totalValue":146751757,"positionCount":113,"top10Share":0.3862420877182411,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":9093767,"shares":31427,"shareType":"SH","priorValue":7617732,"priorShares":30016},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":8883332,"shares":44397,"shareType":"SH","priorValue":7277775,"priorShares":41730},{"issuer":"FLOWERS FOODS INC","titleOfClass":"COM","cusip":"343498101","value":7652042,"shares":968613,"shareType":"SH","priorValue":1773796,"priorShares":217643},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":5995431,"shares":15872,"shareType":"SH","priorValue":4771077,"priorShares":15415},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":5890719,"shares":16484,"shareType":"SH","priorValue":4653725,"priorShares":16184},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":4926147,"shares":13206,"shareType":"SH","priorValue":4719007,"priorShares":12748},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":4688627,"shares":19672,"shareType":"SH","priorValue":4020030,"priorShares":19302},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":3621895,"shares":30439,"shareType":"SH","priorValue":2683988,"priorShares":27413},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":3265677,"shares":2829,"shareType":"SH","priorValue":932105,"priorShares":2759},{"issuer":"PRINCIPAL FINANCIAL GROUP IN","titleOfClass":"COM","cusip":"74251V102","value":2664068,"shares":24718,"shareType":"SH","priorValue":1302049,"priorShares":14450}],"positionsListed":113,"positions":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":9093767,"shares":31427,"shareType":"SH","priorValue":7617732,"priorShares":30016},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":8883332,"shares":44397,"shareType":"SH","priorValue":7277775,"priorShares":41730},{"issuer":"FLOWERS FOODS INC","titleOfClass":"COM","cusip":"343498101","value":7652042,"shares":968613,"shareType":"SH","priorValue":1773796,"priorShares":217643},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":5995431,"shares":15872,"shareType":"SH","priorValue":4771077,"priorShares":15415},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":5890719,"shares":16484,"shareType":"SH","priorValue":4653725,"priorShares":16184},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":4926147,"shares":13206,"shareType":"SH","priorValue":4719007,"priorShares":12748},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":4688627,"shares":19672,"shareType":"SH","priorValue":4020030,"priorShares":19302},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":3621895,"shares":30439,"shareType":"SH","priorValue":2683988,"priorShares":27413},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":3265677,"shares":2829,"shareType":"SH","priorValue":932105,"priorShares":2759},{"issuer":"PRINCIPAL FINANCIAL GROUP IN","titleOfClass":"COM","cusip":"74251V102","value":2664068,"shares":24718,"shareType":"SH","priorValue":1302049,"priorShares":14450},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":2372751,"shares":4620,"shareType":"SH","priorValue":2223497,"priorShares":4450},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":2366298,"shares":5626,"shareType":"SH","priorValue":1749841,"priorShares":4707},{"issuer":"FASTENAL CO","titleOfClass":"COM","cusip":"311900104","value":2199603,"shares":45797,"shareType":"SH","priorValue":1267983,"priorShares":27327},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":2151321,"shares":3016,"shareType":"SH","priorValue":1611042,"priorShares":2994},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":2150965,"shares":8469,"shareType":"SH","priorValue":1737506,"priorShares":7108},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":2098982,"shares":34528,"shareType":"SH","priorValue":1883900,"priorShares":33296},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":2050973,"shares":12373,"shareType":"SH","priorValue":2510125,"priorShares":12132},{"issuer":"ALIBABA GROUP HLDG LTD","titleOfClass":"SPONSORED ADS","cusip":"01609W102","value":2018572,"shares":21031,"shareType":"SH"},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":1991308,"shares":9526,"shareType":"SH","priorValue":1531788,"priorShares":9308},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":1987326,"shares":39890,"shareType":"SH","priorValue":1975731,"priorShares":42979},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":1870942,"shares":3322,"shareType":"SH","priorValue":1807574,"priorShares":3159},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":1754174,"shares":4974,"shareType":"SH","priorValue":1717019,"priorShares":5221},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":1743655,"shares":3651,"shareType":"SH","priorValue":994813,"priorShares":2944},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1652977,"shares":5050,"shareType":"SH","priorValue":3864511,"priorShares":13137},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER ETF","cusip":"78464A672","value":1628940,"shares":57377,"shareType":"SH","priorValue":1123422,"priorShares":39198},{"issuer":"IRON MTN INC DEL","titleOfClass":"COM","cusip":"46284V101","value":1611704,"shares":12760,"shareType":"SH","priorValue":1300026,"priorShares":12728},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":1478606,"shares":1259,"shareType":"SH","priorValue":1025975,"priorShares":1175},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":1435839,"shares":1197,"shareType":"SH","priorValue":1058203,"priorShares":1151},{"issuer":"HEALTHPEAK PROPERTIES INC","titleOfClass":"COM","cusip":"42250P103","value":1426982,"shares":66682,"shareType":"SH","priorValue":1089384,"priorShares":66305},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":1354339,"shares":7329,"shareType":"SH"},{"issuer":"PUBLIC SVC ENTERPRISE GROUP","titleOfClass":"COM","cusip":"744573106","value":1346043,"shares":16585,"shareType":"SH","priorValue":1319065,"priorShares":16295},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":1334298,"shares":5302,"shareType":"SH","priorValue":1107946,"priorShares":5094},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":1327973,"shares":8202,"shareType":"SH","priorValue":1163520,"priorShares":8012},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":1278841,"shares":17774,"shareType":"SH","priorValue":1141001,"priorShares":17291},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":1276331,"shares":1364,"shareType":"SH","priorValue":1323083,"priorShares":1328},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":1230937,"shares":21344,"shareType":"SH","priorValue":839399,"priorShares":17372},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":1190685,"shares":2865,"shareType":"SH","priorValue":6646391,"priorShares":24563},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1153172,"shares":3264,"shareType":"SH","priorValue":936055,"priorShares":3263},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":1119622,"shares":7147,"shareType":"SH","priorValue":1434046,"priorShares":7682},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":1099696,"shares":4068,"shareType":"SH","priorValue":1223359,"priorShares":3936},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":1072797,"shares":11209,"shareType":"SH","priorValue":1059524,"priorShares":10977},{"issuer":"ONEOK INC NEW","titleOfClass":"COM","cusip":"682680103","value":1058242,"shares":12172,"shareType":"SH","priorValue":1076862,"priorShares":11914},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":1023097,"shares":2361,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":1013430,"shares":9756,"shareType":"SH","priorValue":966863,"priorShares":9954},{"issuer":"AGNC INVT CORP","titleOfClass":"COM","cusip":"00123Q104","value":1001822,"shares":91910,"shareType":"SH","priorValue":890603,"priorShares":88794},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":975507,"shares":6657,"shareType":"SH","priorValue":960532,"priorShares":6529},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":958300,"shares":11894,"shareType":"SH","priorValue":871878,"priorShares":3036},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":935636,"shares":4735,"shareType":"SH","priorValue":890994,"priorShares":4835},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":931343,"shares":15603,"shareType":"SH","priorValue":861233,"priorShares":15934},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":930942,"shares":27823,"shareType":"SH","priorValue":609058,"priorShares":18159},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":900989,"shares":17880,"shareType":"SH","priorValue":800109,"priorShares":17527},{"issuer":"MONOLITHIC PWR SYS INC","titleOfClass":"COM","cusip":"609839105","value":880171,"shares":637,"shareType":"SH","priorValue":682740,"priorShares":624},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":843976,"shares":3001,"shareType":"SH","priorValue":754025,"priorShares":3111},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":836770,"shares":7388,"shareType":"SH","priorValue":914445,"priorShares":7358},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP500DIV","cusip":"78468R788","value":811970,"shares":17019,"shareType":"SH","priorValue":277762,"priorShares":6102},{"issuer":"CARDINAL HEALTH INC","titleOfClass":"COM","cusip":"14149Y108","value":810398,"shares":3411,"shareType":"SH","priorValue":694943,"priorShares":3289},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BACKE ETF","cusip":"78464A383","value":785679,"shares":35216,"shareType":"SH","priorValue":893510,"priorShares":39907},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":775555,"shares":4287,"shareType":"SH","priorValue":677330,"priorShares":4097},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":763097,"shares":1525,"shareType":"SH","priorValue":679027,"priorShares":1417},{"issuer":"LYONDELLBASELL INDUSTRIES NV","titleOfClass":"SHS - A -","cusip":"N53745100","value":758495,"shares":14406,"shareType":"SH","priorValue":1146263,"priorShares":14229},{"issuer":"WESTERN DIGITAL CORP","titleOfClass":"COM","cusip":"958102105","value":739627,"shares":1158,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE DIVID ETF","cusip":"46435U861","value":699885,"shares":11362,"shareType":"SH","priorValue":273732,"priorShares":5074},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":672373,"shares":1799,"shareType":"SH","priorValue":1555131,"priorShares":5480},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":655183,"shares":615,"shareType":"SH","priorValue":592419,"priorShares":836},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":644351,"shares":26759,"shareType":"SH","priorValue":759186,"priorShares":27037},{"issuer":"OMNICOM GROUP INC","titleOfClass":"COM","cusip":"681919106","value":627398,"shares":8615,"shareType":"SH","priorValue":624364,"priorShares":8291},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":623552,"shares":1568,"shareType":"SH","priorValue":683197,"priorShares":1482},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":615147,"shares":2029,"shareType":"SH","priorValue":528555,"priorShares":2018},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":606561,"shares":5199,"shareType":"SH","priorValue":711948,"priorShares":4867},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":606347,"shares":3395,"shareType":"SH","priorValue":501276,"priorShares":3464},{"issuer":"INTERNATIONAL PAPER CO","titleOfClass":"COM","cusip":"460146103","value":581194,"shares":15254,"shareType":"SH","priorValue":554908,"priorShares":15544},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":553210,"shares":7000,"shareType":"SH","priorValue":554890,"priorShares":7000},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":544639,"shares":10770,"shareType":"SH","priorValue":546588,"priorShares":10800},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST PORT MARK ETF","cusip":"78463X509","value":526356,"shares":10165,"shareType":"SH","priorValue":464335,"priorShares":9898},{"issuer":"PERRIGO CO PLC","titleOfClass":"SHS","cusip":"G97822103","value":523377,"shares":50373,"shareType":"SH","priorValue":515289,"priorShares":47978},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":506415,"shares":6500,"shareType":"SH","priorValue":509665,"priorShares":6500},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":501152,"shares":5195,"shareType":"SH"},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":493177,"shares":4199,"shareType":"SH","priorValue":331819,"priorShares":4277},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600GRWO","cusip":"78464A201","value":492870,"shares":4137,"shareType":"SH","priorValue":277450,"priorShares":2872},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600SM C","cusip":"78464A300","value":492167,"shares":4511,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ISHS 1-5YR INVS","cusip":"464288646","value":482172,"shares":9200,"shareType":"SH","priorValue":483552,"priorShares":9200},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":471610,"shares":3295,"shareType":"SH","priorValue":488252,"priorShares":3727},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":463682,"shares":1883,"shareType":"SH","priorValue":384976,"priorShares":1850},{"issuer":"ISHARES TR","titleOfClass":"IBONDS 27 ETF","cusip":"46435UAA9","value":448070,"shares":18500,"shareType":"SH","priorValue":448440,"priorShares":18500},{"issuer":"ISHARES INC","titleOfClass":"EM MKTS DIV ETF","cusip":"464286319","value":447159,"shares":13874,"shareType":"SH"},{"issuer":"BLUE OWL CAPITAL INC","titleOfClass":"COM CL A","cusip":"09581B103","value":446536,"shares":51032,"shareType":"SH","priorValue":496548,"priorShares":54387},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"S&P 500 PREMIUM","cusip":"38149W622","value":444163,"shares":7993,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC 29","cusip":"46436E205","value":440040,"shares":19000,"shareType":"SH","priorValue":441940,"priorShares":19000},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":438547,"shares":1717,"shareType":"SH","priorValue":833512,"priorShares":6130},{"issuer":"ISHARES TR","titleOfClass":"IBDS DEC28 ETF","cusip":"46435U515","value":429250,"shares":17000,"shareType":"SH","priorValue":430610,"priorShares":17000},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":425063,"shares":834,"shareType":"SH","priorValue":277412,"priorShares":459},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"DJ GLBL DIVID","cusip":"33734X200","value":423055,"shares":13225,"shareType":"SH"},{"issuer":"GALAXY DIGITAL INC.","titleOfClass":"CL A","cusip":"36317J209","value":382760,"shares":14000,"shareType":"SH","priorValue":239850,"priorShares":13000},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC2026","cusip":"46435GAA0","value":380411,"shares":15700,"shareType":"SH","priorValue":380568,"priorShares":15700},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":357842,"shares":616,"shareType":"SH"},{"issuer":"PROLOGIS INC.","titleOfClass":"COM","cusip":"74340W103","value":339946,"shares":2509,"shareType":"SH","priorValue":326575,"priorShares":2471},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":328837,"shares":2559,"shareType":"SH","priorValue":364295,"priorShares":3028},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":296445,"shares":14321,"shareType":"SH","priorValue":273542,"priorShares":9436},{"issuer":"NXP SEMICONDUCTORS N V","titleOfClass":"COM","cusip":"N6596X109","value":291490,"shares":1037,"shareType":"SH","priorValue":243709,"priorShares":1238},{"issuer":"SANDISK CORP","titleOfClass":"COM","cusip":"80004C200","value":286490,"shares":126,"shareType":"SH"},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":264602,"shares":2249,"shareType":"SH"},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":264331,"shares":1394,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":259033,"shares":755,"shareType":"SH"},{"issuer":"COMFORT SYS USA INC","titleOfClass":"COM","cusip":"199908104","value":257654,"shares":130,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"INTL QULTY DIV","cusip":"97717X131","value":248568,"shares":5770,"shareType":"SH"},{"issuer":"BUNGE GLOBAL SA","titleOfClass":"COM SHS","cusip":"H11356104","value":240677,"shares":2255,"shareType":"SH"},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":234374,"shares":700,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":229803,"shares":2100,"shareType":"SH","priorValue":231756,"priorShares":2100},{"issuer":"TRULIEVE CANNABIS CORP","titleOfClass":"SUB VTG SHS","cusip":"89788C104","value":207335,"shares":21092,"shareType":"SH"},{"issuer":"PRICE T ROWE GROUP INC","titleOfClass":"COM","cusip":"74144T108","value":203880,"shares":1793,"shareType":"SH"},{"issuer":"XTANT MED HLDGS INC","titleOfClass":"COM NEW","cusip":"98420P308","value":63150,"shares":150000,"shareType":"SH","priorValue":57474,"priorShares":103000},{"issuer":"DEFI TECHNOLOGIES INC","titleOfClass":"COM","cusip":"244916102","value":51420,"shares":100000,"shareType":"SH","priorValue":33150,"priorShares":60000},{"issuer":"GRANITE RIDGE RESOURCES INC","titleOfClass":"COM","cusip":"387432107","value":44605,"shares":10115,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}