Pension & Wealth Management Advisors, Inc.
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Valero Energy Corp | $2.6K | 0.0% |
| Ulta Beauty, Inc. | $2.7K | 0.0% |
| Stoke Therapeutics, Inc. | $2.8K | 0.0% |
| CONSTELLATION BRANDS, INC. | $2.8K | 0.0% |
| Sea Ltd | $2.9K | 0.0% |
| Beam Therapeutics Inc. | $2.9K | 0.0% |
| Opendoor Technologies Inc. | $3.0K | 0.0% |
| INDEPENDENT BANK CORP | $3.0K | 0.0% |
| STATE STREET SPDR S&P BANK ETF | $3.1K | 0.0% |
| ZEBRA TECHNOLOGIES CORP | $3.2K | 0.0% |
| INTUIT INC. | $3.2K | 0.0% |
| Crocs, Inc. | $3.3K | 0.0% |
| PTC Inc | $3.3K | 0.0% |
| WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $3.4K | 0.0% |
| Lennox International Inc | $3.4K | 0.0% |
| Ventas, Inc. | $3.5K | 0.0% |
| FIDELITY LOW VOLATILITY FACTOR ETF | $3.5K | 0.0% |
| Coinbase Global, Inc. | $3.5K | 0.0% |
| INVESCO S&P MIDCAP QUALITY ETF | $3.5K | 0.0% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $3.7K | 0.0% |
| LENNAR CORP /NEW | $3.8K | 0.0% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $3.9K | 0.0% |
| Toast, Inc. | $4.2K | 0.0% |
| PayPal Holdings, Inc. | $4.3K | 0.0% |
| PPG INDUSTRIES INC | $4.4K | 0.0% |
| SLB LIMITED/NV | $4.6K | 0.0% |
| Figure Technology Solutions, Inc. | $5.0K | 0.0% |
| EQUIFAX INC | $5.2K | 0.0% |
| Lamb Weston Holdings, Inc. | $5.4K | 0.0% |
| Knowles Corp | $5.6K | 0.0% |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $5.7K | 0.0% |
| Warner Bros. Discovery, Inc. | $5.7K | 0.0% |
| Intercontinental Exchange, Inc. | $5.7K | 0.0% |
| iShares MSCI UAE ETF | $5.8K | 0.0% |
| GE HealthCare Technologies Inc. | $5.8K | 0.0% |
| CONAGRA BRANDS INC. | $6.0K | 0.0% |
| GILEAD SCIENCES, INC. | $6.4K | 0.0% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | $6.5K | 0.0% |
| STATE STREET SPDR S&P PHARMACEUTICALS ETF | $6.6K | 0.0% |
| Booking Holdings Inc | $6.8K | 0.0% |
| CAMECO CORP COM | $7.0K | 0.0% |
| VANGUARD RUSSELL 1000 GROWTH ETF | $7.1K | 0.0% |
| PELOTON INTERACTIVE, INC. | $7.1K | 0.0% |
| Joby Aviation, Inc. | $7.6K | 0.0% |
| CARNIVAL CORP LTD COMMON SHARES | $7.7K | 0.0% |
| MSCI Inc. | $8.4K | 0.0% |
| Lyft, Inc. | $9.4K | 0.0% |
| Robinhood Markets, Inc. | $9.9K | 0.0% |
| Kratos Defense & Security Solutions Inc | $10.0K | 0.0% |
| Solventum Corp | $10.1K | 0.0% |