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Michels Family Financial, LLC

All holdings · as of Dec 31, 2025

136 positions

CompanyClassValueShares% of portfolio
EVOLUTION PETROLEUM CORPEPMCommon Stock$43.5K12,3000.0%
INNOVATOR ETFS TRUST$203.1K4,6250.1%
HASBRO, INC.$214.6K2,6170.2%
VANGUARD INDEX FDS$219.7K8520.2%
INNOVATOR ETFS TRUST$220.6K3,8090.2%
FIRST FINANCIAL BANKSHARES INC$222.3K7,4410.2%
JPMORGAN CHASE & CO$222.9K6920.2%
GAP INC$230.7K9,0130.2%
ISHARES TR$231.1K2,9810.2%
ABBOTT LABORATORIES$237.8K1,8980.2%
VANGUARD INDEX FDS$240.9K7650.2%
BioMarin Pharmaceutical Inc$248.9K4,1880.2%
AMERIPRISE FINANCIAL INC$251.9K5140.2%
Broadcom Inc.$257.7K7450.2%
AT&T INC.$257.8K10,3790.2%
ISHARES TR$267.2K2,9870.2%
FIRST TR EXCHANGE-TRADED FD$267.4K6,9790.2%
SELECT SECTOR SPDR TR$274.8K1,9080.2%
Philip Morris International Inc.$275.4K1,7170.2%
PROCTER & GAMBLE Co$278.0K1,9400.2%
TCW ETF TRUST$283.1K7,1480.2%
Marathon Petroleum Corp$284.3K1,7480.2%
ISHARES TR$288.4K2,3400.2%
Jazz Pharmaceuticals PLC$289.5K1,7030.2%
SCHWAB STRATEGIC TR$306.2K11,6740.2%
FISERV INC$310.4K4,6210.2%
INVESCO EXCH TRADED FD TR$321.5K2,8080.2%
VANGUARD INDEX FDS$322.4K1,1110.2%
Energy Transfer LPETMLP$327.4K19,8560.2%
ARDMORE SHIPPING CORP$329.8K31,1430.2%
Global Payments Inc$330.4K4,2690.2%
CELESTICA INCCLSCommon Stock$346.2K1,1710.3%
UNITEDHEALTH GROUP INC$348.8K1,0570.3%
INNOVATOR ETFS TRUST$352.9K7,6000.3%
Valero Energy Corp$370.1K2,2740.3%
INNOVATOR ETFS TRUST$371.0K8,8800.3%
WELLS FARGO & COMPANY/MN$373.9K4,0120.3%
ISHARES TR$385.9K1,1250.3%
LOCKHEED MARTIN CORP$398.3K8240.3%
ISHARES TR$398.7K2,3370.3%
AppLovin Corp$404.3K6000.3%
Devon Energy Corp$406.5K11,0980.3%
Western Union Co/The$413.7K44,4340.3%
SCHWAB STRATEGIC TR$459.9K16,1470.3%
NOVARTIS AG$460.8K3,3420.3%
Fidelity National Information Services Inc$468.9K7,0560.3%
VANGUARD INDEX FDS$476.5K2,2790.4%
DENTSPLY SIRONA Inc.$479.9K41,9890.4%
ISHARES TR$488.6K7,2780.4%
INNOVATOR ETFS TRUST$494.6K6,8110.4%
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