Pension & Wealth Management Advisors, Inc.
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| KIMBERLY CLARK CORP | $41.3K | 0.0% |
| INVESCO S&P 100 EQUAL WEIGHT ETF | $41.6K | 0.0% |
| MetLife Inc | $42.3K | 0.0% |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $42.3K | 0.0% |
| LINDE PLC | $42.5K | 0.0% |
| WELLS FARGO & COMPANY/MN | $42.7K | 0.0% |
| GLOBAL X RUSSELL 2000 COVERED CALL ETF | $43.8K | 0.0% |
| MARSH & MCLENNAN COMPANIES, INC. | $44.0K | 0.0% |
| Devon Energy Corp | $44.2K | 0.0% |
| FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $44.5K | 0.0% |
| WISDOMTREE U.S. SMALLCAP FUND | $45.0K | 0.0% |
| PIMCO Dynamic Income FundPDI | $45.6K | 0.0% |
| VICTORYSHARES FREE CASH FLOW ETF | $45.8K | 0.0% |
| GENERAL MILLS INC | $46.3K | 0.0% |
| ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | $46.7K | 0.0% |
| The PNC Financial Services Group, Inc. | $46.8K | 0.0% |
| Bloom Energy Corp | $47.5K | 0.0% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $47.6K | 0.0% |
| VANECK REAL ASSETS ETF | $47.6K | 0.0% |
| ROYALTY PHARMA PLC SHS CLASS A | $47.8K | 0.0% |
| STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $47.8K | 0.0% |
| Northwest Natural Holding Co | $48.6K | 0.0% |
| PIMCO Dynamic Income Opportunities FundPDO | $49.6K | 0.0% |
| ARK INNOVATION ETF | $49.8K | 0.0% |
| American States Water Co | $49.9K | 0.0% |
| QUALCOMM INC/DE | $50.4K | 0.0% |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $51.8K | 0.0% |
| ISHARES ESG AWARE MSCI USA ETF | $53.0K | 0.0% |
| AGREE REALTY CORP | $53.0K | 0.0% |
| Akamai Technologies Inc | $53.2K | 0.0% |
| ISHARES SILVER TRUST | $53.5K | 0.0% |
| ISHARES MSCI EAFE VALUE ETF | $53.6K | 0.0% |
| Enphase Energy, Inc. | $54.2K | 0.0% |
| Exelon Corp | $54.8K | 0.0% |
| MARTIN MARIETTA MATERIALS INC | $55.9K | 0.0% |
| ILLINOIS TOOL WORKS INC | $56.8K | 0.0% |
| Astera Labs, Inc. | $57.0K | 0.0% |
| SYNOPSYS INC | $57.1K | 0.0% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $57.3K | 0.0% |
| STARWOOD PROPERTY TRUST, INC. | $57.3K | 0.0% |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $57.4K | 0.0% |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | $58.0K | 0.0% |
| Restaurant Brands International Inc.QSR | $58.3K | 0.0% |
| Palantir Technologies Inc | $59.5K | 0.0% |
| ISHARES CORE U.S. REIT ETF | $59.8K | 0.0% |
| ELBIT SYS LTD ORD | $60.0K | 0.0% |
| STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | $60.5K | 0.0% |
| ABBOTT LABORATORIES | $60.6K | 0.0% |
| COHEN & STEERS REIT & PFD & COM | $60.9K | 0.0% |
| DOVER Corp | $61.0K | 0.0% |