ALLENTOWN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
13.0%
Top 10 weight
30.8%
Voting Authority Distribution
Total shares with voting rights: 5.33M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.33M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 116.80K | SH | $10.37M 5.32% | 0.00 | 0.00 | 116.80K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 409.82K | SH | $7.98M 4.09% | 0.00 | 0.00 | 409.82K |
MICROSOFT CORPSOLE | COM | 54.69K | SH | $6.92M 3.55% | 0.00 | 0.00 | 54.69K |
EATON CORP PLCSOLE | SHS | 62.42K | SH | $6.53M 3.35% | 0.00 | 0.00 | 62.42K |
J P MORGAN EXCHANGE TRADED FSOLE | DIVERSFD EQT ETF | 134.90K | SH | $5.40M 2.77% | 0.00 | 0.00 | 134.90K |
JPMORGAN CHASE & COSOLE | COM | 62.41K | SH | $4.86M 2.49% | 0.00 | 0.00 | 62.41K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.16K | SH | $4.81M 2.47% | 0.00 | 0.00 | 20.16K |
HOME DEPOT INCSOLE | COM | 27.06K | SH | $4.48M 2.30% | 0.00 | 0.00 | 27.06K |
BROADCOM INCSOLE | COM | 11.44K | SH | $4.37M 2.24% | 0.00 | 0.00 | 11.44K |
SPDR INDEX SHS FDSSOLE | MSCI EAFE STRTGC | 125.46K | SH | $4.35M 2.23% | 0.00 | 0.00 | 125.46K |
STRATEGY SHSSOLE | DAY HAGAN NED | 224.97K | SH | $4.32M 2.22% | 0.00 | 0.00 | 224.97K |
FIRST TR EXCHANGE TRAD FD VISOLE | FST TR GLB FD | 247.18K | SH | $3.83M 1.96% | 0.00 | 0.00 | 247.18K |
GLOBAL X FDSSOLE | ALTERNATIVE INCM | 464.68K | SH | $3.73M 1.92% | 0.00 | 0.00 | 464.68K |
AIR PRODS & CHEMS INCSOLE | COM | 19.68K | SH | $3.56M 1.82% | 0.00 | 0.00 | 19.68K |
CME GROUP INCSOLE | COM | 29.57K | SH | $3.44M 1.76% | 0.00 | 0.00 | 29.57K |
WALMART INCSOLE | COM | 47.02K | SH | $3.42M 1.75% | 0.00 | 0.00 | 47.02K |
DEVON ENERGY CORP NEWSOLE | COM | 103.83K | SH | $3.35M 1.72% | 0.00 | 0.00 | 103.83K |
CISCO SYS INCSOLE | COM | 100.10K | SH | $3.19M 1.64% | 0.00 | 0.00 | 100.10K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 17.10K | SH | $3.14M 1.61% | 0.00 | 0.00 | 17.10K |
CHUBB LIMITEDSOLE | COM | 26.47K | SH | $3.10M 1.59% | 0.00 | 0.00 | 26.47K |
HARBOR ETF TRUSTSOLE | DISRUPTIVE INNOV | 311.88K | SH | $3.06M 1.57% | 0.00 | 0.00 | 311.88K |
JOHNSON & JOHNSONSOLE | COM | 30.40K | SH | $3.04M 1.56% | 0.00 | 0.00 | 30.40K |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 88.18K | SH | $3.02M 1.55% | 0.00 | 0.00 | 88.18K |
UNION PAC CORPSOLE | COM | 31.34K | SH | $2.94M 1.51% | 0.00 | 0.00 | 31.34K |
MERCK & CO INCSOLE | COM | 62.95K | SH | $2.93M 1.50% | 0.00 | 0.00 | 62.95K |