Pension & Wealth Management Advisors, Inc.
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| MercadoLibre, Inc. | $10.2K | 0.0% |
| Okta, Inc. | $10.2K | 0.0% |
| ECOLAB INC. | $10.2K | 0.0% |
| INVESCO AI AND NEXT GEN SOFTWARE ETF | $10.4K | 0.0% |
| Cigna Group | $10.5K | 0.0% |
| NEWMARK GROUP, INC. | $10.5K | 0.0% |
| Howmet Aerospace Inc. | $10.8K | 0.0% |
| Western Alliance Bancorp | $10.9K | 0.0% |
| EBAY INC | $11.2K | 0.0% |
| ISHARES MSCI GERMANY ETF | $11.3K | 0.0% |
| Ralliant Corp | $11.3K | 0.0% |
| SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $11.5K | 0.0% |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $11.6K | 0.0% |
| Weyerhaeuser Co | $11.6K | 0.0% |
| ISHARES BITCOIN TRUST ETF | $11.6K | 0.0% |
| VEON LTD SPONSORED ADS | $11.6K | 0.0% |
| ASHLAND INC. | $11.9K | 0.0% |
| ISHARES MSCI ACWI ETF | $12.0K | 0.0% |
| STATE STREET SPDR S&P REGIONAL BANKING ETF | $12.7K | 0.0% |
| Comcast Corp. | $12.9K | 0.0% |
| Rocket Companies, Inc. | $13.4K | 0.0% |
| Datadog, Inc. | $13.6K | 0.0% |
| ISHARES MSCI EAFE SMALL-CAP ETF | $13.8K | 0.0% |
| VANGUARD CORE PLUS BOND ETF | $13.9K | 0.0% |
| JPMORGAN CORE PLUS BOND ETF | $14.0K | 0.0% |
| Tapestry Inc | $14.6K | 0.0% |
| VODAFONE GROUP PLC SPONSORED ADR | $14.7K | 0.0% |
| KINDER MORGAN, INC. | $14.8K | 0.0% |
| SCHWAB U.S. BROAD MARKET ETF | $15.1K | 0.0% |
| PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | $15.3K | 0.0% |
| iShares MSCI UAE ETF | $15.5K | 0.0% |
| NEWMARKET CORP | $15.8K | 0.0% |
| BGC Group Inc | $16.0K | 0.0% |
| ISHARES ETHEREUM TRUST ETF | $16.6K | 0.0% |
| Clear Secure, Inc. | $16.8K | 0.0% |
| Phillips 66 | $16.9K | 0.0% |
| AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF | $16.9K | 0.0% |
| ROPER TECHNOLOGIES INC | $17.1K | 0.0% |
| INVESCO S&P 500 QUALITY ETF | $17.1K | 0.0% |
| INVESCO AEROSPACE & DEFENSE ETF | $17.7K | 0.0% |
| AXCELIS TECHNOLOGIES INC | $18.0K | 0.0% |
| BRITISH AMERN TOB PLC SPONSORED ADR | $18.5K | 0.0% |
| AT&T INC. | $18.6K | 0.0% |
| iShares MSCI UAE ETF | $18.9K | 0.0% |
| PFIZER INC | $19.3K | 0.0% |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $19.7K | 0.0% |
| Sabra Health Care REIT, Inc. | $19.7K | 0.0% |
| Rocket Lab CorpRKLB | $20.0K | 0.0% |
| FIDELITY QUALITY FACTOR ETF | $20.3K | 0.0% |
| ISHARES ESG ADVANCED MSCI EM ETF | $20.4K | 0.0% |