Pension & Wealth Management Advisors, Inc.
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| NOVO-NORDISK A S ADR | $20.6K | 0.0% |
| PGIM ULTRA SHORT BOND ETF | $20.7K | 0.0% |
| CVS HEALTH Corp | $20.7K | 0.0% |
| MP Materials Corp. / DE | $22.4K | 0.0% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $22.6K | 0.0% |
| GRAYSCALE BITCOIN TRUST ETF | $22.8K | 0.0% |
| Prologis Inc | $23.1K | 0.0% |
| Duke Energy Corp | $23.2K | 0.0% |
| Builders FirstSource Inc | $23.4K | 0.0% |
| Franklin Resources, Inc. | $25.0K | 0.0% |
| SOFI SELECT 500 ETF | $25.2K | 0.0% |
| Air Products & Chemicals, Inc. | $25.2K | 0.0% |
| UNITEDHEALTH GROUP INC | $25.8K | 0.0% |
| URANIUM ENERGY CORP | $26.6K | 0.0% |
| ISHARES BIOTECHNOLOGY ETF | $27.6K | 0.0% |
| AMERICAN ELECTRIC POWER CO INC | $27.6K | 0.0% |
| FREEPORT-MCMORAN INC | $28.5K | 0.0% |
| AUTOZONE INC | $28.9K | 0.0% |
| ISHARES MSCI EMERGING MARKETS ETF | $29.9K | 0.0% |
| AVANTIS U.S. SMALL CAP VALUE ETF | $29.9K | 0.0% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | $30.5K | 0.0% |
| CAPITAL ONE FINANCIAL CORP | $30.6K | 0.0% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | $30.7K | 0.0% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $30.8K | 0.0% |
| Veralto Corp | $31.1K | 0.0% |
| STERIS plc | $32.1K | 0.0% |
| EQT Corp | $32.2K | 0.0% |
| STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $32.3K | 0.0% |
| GLOBAL X S&P 500 COVERED CALL ETF | $32.3K | 0.0% |
| ISHARES RUSSELL 1000 VALUE ETF | $32.7K | 0.0% |
| SOUTHERN CO | $33.0K | 0.0% |
| STRYKER CORP | $33.1K | 0.0% |
| FIDELITY ENHANCED MID CAP CORE ETF | $33.4K | 0.0% |
| Marathon Petroleum Corp | $35.5K | 0.0% |
| ConocoPhillips | $36.0K | 0.0% |
| INVESCO BLOOMBERG MVP MULTI-FACTOR ETF | $36.6K | 0.0% |
| SHOPIFY INC CL A SUB VTG SHS | $37.1K | 0.0% |
| US BANCORP \DE | $37.8K | 0.0% |
| Mastercard Inc | $37.8K | 0.0% |
| FIDELITY DISRUPTORS ETF | $37.8K | 0.0% |
| Fortive Corp | $38.2K | 0.0% |
| STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $38.7K | 0.0% |
| VALVOLINE INC | $39.9K | 0.0% |
| SPROTT CRITICAL MATERIALS ETF | $40.2K | 0.0% |
| ISHARES S&P 500 VALUE ETF | $40.3K | 0.0% |
| Bank of New York Mellon Corp/The | $40.3K | 0.0% |
| DEERE & CO | $40.4K | 0.0% |
| GLOBAL X MSCI SUPERDIVIDEND EMERGING MARKETS ETF | $40.5K | 0.0% |
| ISHARES RUSSELL 1000 ETF | $40.5K | 0.0% |
| STARBUCKS CORP | $40.9K | 0.0% |