HARRISBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
14.3%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 5.93M
Full voting authority
5.93M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ETF SER SOLUTIONSSOLE | APTUS DEFINED | 1.24M | SH | $35.41M 5.54% | 1.24M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 108.75K | SH | $29.71M 4.64% | 108.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 77.43K | SH | $26.28M 4.11% | 77.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 47.39K | SH | $20.51M 3.21% | 47.39K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 91.93K | SH | $18.62M 2.91% | 91.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 68.04K | SH | $17.37M 2.72% | 68.04K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 34.39K | SH | $13.32M 2.08% | 34.39K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 40.12K | SH | $12.56M 1.96% | 40.12K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 16.86K | SH | $11.37M 1.78% | 16.86K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 77.89K | SH | $10.12M 1.58% | 77.89K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 12.40K | SH | $10.03M 1.57% | 12.40K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 24.72K | SH | $9.97M 1.56% | 24.72K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 43.55K | SH | $9.85M 1.54% | 43.55K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 60.27K | SH | $9.01M 1.41% | 60.27K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.56K | SH | $8.94M 1.40% | 9.56K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 44.66K | SH | $8.53M 1.33% | 44.66K | 0.00 | 0.00 |
ETF SER SOLUTIONSSOLE | APTUS ENHANCED | 379.28K | SH | $8.44M 1.32% | 379.28K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 8.95K | SH | $8.25M 1.29% | 8.95K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 254.71K | SH | $7.90M 1.23% | 254.71K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 12.38K | SH | $7.60M 1.19% | 12.38K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 11.81K | SH | $7.55M 1.18% | 11.81K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 32.06K | SH | $7.21M 1.13% | 32.06K | 0.00 | 0.00 |
AB ACTIVE ETFS INCSOLE | TAX AWARE SHRT | 277.81K | SH | $7.01M 1.10% | 277.81K | 0.00 | 0.00 |
BNY MELLON ETF TRUSTSOLE | CORE BOND ETF | 163.11K | SH | $6.89M 1.08% | 163.11K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 79.15K | SH | $6.53M 1.02% | 79.15K | 0.00 | 0.00 |