Back to PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension & Wealth Management Advisors, Inc.

All holdings · as of Jun 30, 2026

544 positions

CompanyClassValueShares% of portfolio
WASTE MANAGEMENT INC$61.2K2740.0%
MICROCHIP TECHNOLOGY INC$61.9K6780.0%
PACER US CASH COWS 100 ETF$62.2K1,0000.0%
LOCKHEED MARTIN CORP$62.7K1230.0%
QXO, Inc.$64.8K3,7500.0%
VANECK OIL SERVICES ETF$65.1K1750.0%
American Tower Corp$65.6K4010.0%
OMNICOM GROUP INC.$65.8K9030.0%
CATERPILLAR INC$66.3K620.0%
ISHARES RUSSELL 2000 ETF$66.6K2210.0%
Cheniere Energy, Inc.$68.0K2840.0%
ISHARES CORE HIGH DIVIDEND ETF$68.7K2,5060.0%
Becton Dickinson & Co$68.8K4540.0%
EOG RESOURCES INC$70.0K5390.0%
Snowflake Inc.$70.8K2780.0%
AUTOMATIC DATA PROCESSING INC$71.7K3200.0%
CITIZENS FINANCIAL GROUP INC/RI$72.2K1,0300.0%
ISHARES U.S. AEROSPACE & DEFENSE ETF$72.7K3000.0%
JACOBS SOLUTIONS INC.$73.6K5840.0%
BNY MELLON CONCENTRATED INTERNATIONAL ETF$75.6K1,4000.0%
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$76.9K1,2510.0%
Chubb Ltd$79.1K2310.0%
Kraft Heinz Co$79.3K3,3570.0%
PAYCHEX INC$79.3K8060.0%
PEPSICO INC$82.0K6050.0%
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF$82.2K2,0000.0%
iShares MSCI UAE ETF$82.6K3760.0%
BOSTON SCIENTIFIC CORP$85.0K1,9920.0%
VANGUARD TOTAL WORLD STOCK ETF$85.6K5450.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$87.2K1820.0%
Monolithic Power Systems Inc$88.4K630.0%
iShares MSCI UAE ETF$90.5K1,3500.0%
CrowdStrike Holdings, Inc.$91.7K1200.0%
STATE STREET ENERGY SELECT SECTOR SPDR ETF$92.4K1,7400.0%
LAS VEGAS SANDS CORP$93.0K2,0120.0%
ServiceNow Inc$95.3K9600.0%
S&P Global Inc.$97.8K2390.0%
RPM International Inc$98.4K8850.0%
Walt Disney Co$99.0K1,0280.0%
PGIM Short Duration High Yield Opportunities Fund$99.3K6,0600.0%
SCHWAB INTERNATIONAL EQUITY ETF$100.3K3,6190.0%
WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND$100.9K2,1850.0%
SHERWIN WILLIAMS CO$101.3K2940.0%
Carlyle Secured Lending, Inc.CGBDCommon Stock$101.8K9,6650.0%
RTX Corp$101.9K5360.0%
COHEN & STEERS INFRASTRUCTURE FUND INCUTFClosed-End Fund$102.1K3,7000.0%
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF$102.9K4,2500.0%
BROOKFIELD INFRASTRUCTURE CORP$103.4K2,6860.0%
VANGUARD REAL ESTATE ETF$106.1K1,1000.0%
Spire Global, Inc.SPIRCommon Stock$108.4K5,8260.0%
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