SPARTANBURG, SC
Allocation by class
Portfolio Concentration
Top 3 weight
10.3%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 3.74M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.74M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | COM | 46.09K | SH | $13.34M 3.81% | 0.00 | 0.00 | 46.09K |
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITYSOLE | CAP APPRECIATION | 290.41K | SH | $11.94M 3.41% | 0.00 | 0.00 | 290.41K |
ELI LILLY & COMPANYSOLE | COM | 9.03K | SH | $10.84M 3.09% | 0.00 | 0.00 | 9.03K |
LOWES COMPANIES INCORPORATEDSOLE | COM | 45.39K | SH | $10.01M 2.86% | 0.00 | 0.00 | 45.39K |
JPMORGAN CHASE & COMPANYSOLE | COM | 28.77K | SH | $9.42M 2.69% | 0.00 | 0.00 | 28.77K |
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFSOLE | CWP ENHANCED DIV | 194.25K | SH | $8.88M 2.53% | 0.00 | 0.00 | 194.25K |
KINDER MORGAN INCORPORATED DELSOLE | COM | 232.27K | SH | $7.43M 2.12% | 0.00 | 0.00 | 232.27K |
MCKESSON CORPORATIONSOLE | COM | 9.46K | SH | $7.14M 2.04% | 0.00 | 0.00 | 9.46K |
BROADCOM INCORPORATEDSOLE | COM | 18.20K | SH | $6.88M 1.96% | 0.00 | 0.00 | 18.20K |
MICROSOFT CORPORATIONSOLE | COM | 18.24K | SH | $6.80M 1.94% | 0.00 | 0.00 | 18.24K |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 50.65K | SH | $6.29M 1.79% | 0.00 | 0.00 | 50.65K |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 7.95K | SH | $5.94M 1.69% | 0.00 | 0.00 | 7.95K |
FIRST TRUST SMALL CAP CORE ALPHADEX FUNDSOLE | COM SHS | 36.77K | SH | $5.31M 1.51% | 0.00 | 0.00 | 36.77K |
COMMERCE BANCSHARES INCORPORATEDSOLE | COM | 88.98K | SH | $5.14M 1.47% | 0.00 | 0.00 | 88.98K |
CHEVRON CORPORATIONSOLE | COM | 30.45K | SH | $5.05M 1.44% | 0.00 | 0.00 | 30.45K |
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUNDSOLE | SHS | 14.30K | SH | $4.79M 1.37% | 0.00 | 0.00 | 14.30K |
INVESCO DWA MOMENTUM ETFSOLE | DORS WRI MOM ETF | 28.69K | SH | $4.35M 1.24% | 0.00 | 0.00 | 28.69K |
SOUTHERN COMPANYSOLE | COM | 43.67K | SH | $4.18M 1.19% | 0.00 | 0.00 | 43.67K |
COCA COLA COMPANYSOLE | COM | 49.65K | SH | $4.03M 1.15% | 0.00 | 0.00 | 49.65K |
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETFSOLE | ST STR CARE ETF | 23.01K | SH | $3.65M 1.04% | 0.00 | 0.00 | 23.01K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 3.87K | SH | $3.62M 1.03% | 0.00 | 0.00 | 3.87K |
EXXON MOBIL CORPORATIONSOLE | COM | 26.27K | SH | $3.59M 1.02% | 0.00 | 0.00 | 26.27K |
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFSOLE | ST STR TECHN ETF | 18.66K | SH | $3.56M 1.01% | 0.00 | 0.00 | 18.66K |
ISHARES IBONDS DEC 2028 TERM CORPORATE ETFSOLE | IBDS DEC28 ETF | 135.01K | SH | $3.41M 0.97% | 0.00 | 0.00 | 135.01K |
WALMART INCSOLE | COM | 29.43K | SH | $3.33M 0.95% | 0.00 | 0.00 | 29.43K |