SPARTANBURG, SC
Allocation by class
Portfolio Concentration
Top 3 weight
10.3%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 3.57M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.57M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | COM | 46.03K | SH | $11.68M 3.70% | 0.00 | 0.00 | 46.03K |
LOWES COMPANIES INCORPORATEDSOLE | COM | 45.43K | SH | $10.73M 3.40% | 0.00 | 0.00 | 45.43K |
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITYSOLE | CAP APPRECIATION | 285.23K | SH | $10.15M 3.22% | 0.00 | 0.00 | 285.23K |
JPMORGAN CHASE & COMPANYSOLE | COM | 28.69K | SH | $8.44M 2.67% | 0.00 | 0.00 | 28.69K |
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFSOLE | CWP ENHANCED DIV | 187.72K | SH | $8.42M 2.67% | 0.00 | 0.00 | 187.72K |
ELI LILLY & COMPANYSOLE | COM | 9.04K | SH | $8.31M 2.63% | 0.00 | 0.00 | 9.04K |
MCKESSON CORPORATIONSOLE | COM | 9.46K | SH | $8.18M 2.59% | 0.00 | 0.00 | 9.46K |
KINDER MORGAN INCORPORATED DELSOLE | COM | 231.99K | SH | $7.78M 2.46% | 0.00 | 0.00 | 231.99K |
MICROSOFT CORPORATIONSOLE | COM | 18.15K | SH | $6.72M 2.13% | 0.00 | 0.00 | 18.15K |
CHEVRON CORPORATIONSOLE | COM | 30.50K | SH | $6.31M 2.00% | 0.00 | 0.00 | 30.50K |
BROADCOM INCORPORATEDSOLE | COM | 18.19K | SH | $5.63M 1.78% | 0.00 | 0.00 | 18.19K |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 12.56K | SH | $5.35M 1.70% | 0.00 | 0.00 | 12.56K |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 7.91K | SH | $5.14M 1.63% | 0.00 | 0.00 | 7.91K |
EXXON MOBIL CORPORATIONSOLE | COM | 26.29K | SH | $4.46M 1.41% | 0.00 | 0.00 | 26.29K |
COMMERCE BANCSHARES INCORPORATEDSOLE | COM | 88.24K | SH | $4.34M 1.38% | 0.00 | 0.00 | 88.24K |
FIRST TRUST SMALL CAP CORE ALPHADEX FUNDSOLE | COM SHS | 36.26K | SH | $4.33M 1.37% | 0.00 | 0.00 | 36.26K |
SOUTHERN COMPANYSOLE | COM | 43.65K | SH | $4.21M 1.33% | 0.00 | 0.00 | 43.65K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 3.87K | SH | $3.86M 1.22% | 0.00 | 0.00 | 3.87K |
COCA COLA COMPANYSOLE | COM | 49.70K | SH | $3.78M 1.20% | 0.00 | 0.00 | 49.70K |
WALMART INCORPORATEDSOLE | COM | 29.45K | SH | $3.66M 1.16% | 0.00 | 0.00 | 29.45K |
INVESCO DWA MOMENTUM ETFSOLE | DORSEY WRIGHT MO | 28.98K | SH | $3.50M 1.11% | 0.00 | 0.00 | 28.98K |
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETFSOLE | STATE STREET HEA | 22.75K | SH | $3.33M 1.06% | 0.00 | 0.00 | 22.75K |
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUNDSOLE | SHS | 14.40K | SH | $3.11M 0.99% | 0.00 | 0.00 | 14.40K |
TJX COMPANIES INCORPORATED NEWSOLE | COM | 19.22K | SH | $3.07M 0.97% | 0.00 | 0.00 | 19.22K |
ISHARES TR IBONDS 27 ETFSOLE | IBONDS 27 ETF | 114.77K | SH | $2.78M 0.88% | 0.00 | 0.00 | 114.77K |