Beverly Hills Private Wealth

Beverly Hills Private Wealth as of June 30, 2023

Portfolio Holdings for Beverly Hills Private Wealth

Beverly Hills Private Wealth holds 316 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.7 $35M 192k 181.99
Microsoft Corporation (MSFT) 4.1 $25M 77k 327.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $11M 32k 349.99
Texas Instruments Incorporated (TXN) 1.8 $11M 67k 168.44
Lowe's Companies (LOW) 1.8 $11M 48k 223.12
Chevron Corporation (CVX) 1.7 $11M 66k 159.31
Broadcom (AVGO) 1.7 $10M 12k 881.68
JPMorgan Chase & Co. (JPM) 1.5 $9.2M 59k 156.02
Johnson & Johnson (JNJ) 1.5 $9.2M 54k 169.04
Charles Schwab Corporation (SCHW) 1.5 $9.0M 139k 64.92
Philip Morris International (PM) 1.5 $8.9M 93k 96.21
Comcast Corp Cl A (CMCSA) 1.4 $8.7M 195k 44.84
UnitedHealth (UNH) 1.3 $7.9M 16k 502.73
Merck & Co (MRK) 1.2 $7.6M 72k 105.00
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.2 $7.3M 74k 99.73
Cisco Systems (CSCO) 1.2 $7.2M 137k 52.63
Ishares Tr Core S&p500 Etf (IVV) 1.1 $7.0M 16k 449.09
United Parcel Service CL B (UPS) 1.1 $6.7M 37k 180.94
Fidelity National Information Services (FIS) 1.1 $6.4M 110k 58.81
Linde SHS (LIN) 1.0 $6.3M 17k 377.82
Air Products & Chemicals (APD) 1.0 $6.2M 22k 284.43
BlackRock (BLK) 1.0 $6.0M 8.5k 710.29
Starbucks Corporation (SBUX) 1.0 $5.9M 59k 100.68
NVIDIA Corporation (NVDA) 0.9 $5.8M 13k 446.79
Paychex (PAYX) 0.9 $5.4M 44k 122.99
Eaton Corp SHS (ETN) 0.9 $5.3M 25k 215.90
Pfizer (PFE) 0.9 $5.3M 150k 35.02
Amazon (AMZN) 0.8 $5.2M 37k 139.57
Abbvie (ABBV) 0.8 $5.2M 35k 147.73
Accenture Plc Ireland Shs Class A (ACN) 0.8 $5.1M 16k 312.00
Diageo Spon Adr New (DEO) 0.8 $5.1M 30k 170.05
McDonald's Corporation (MCD) 0.8 $5.0M 18k 287.02
Motorola Solutions Com New (MSI) 0.8 $5.0M 18k 278.85
Exxon Mobil Corporation (XOM) 0.8 $4.8M 45k 107.42
Wal-Mart Stores (WMT) 0.8 $4.8M 30k 158.34
Nextera Energy (NEE) 0.8 $4.6M 67k 69.17
Verizon Communications (VZ) 0.7 $4.4M 136k 32.62
Mastercard Incorporated Cl A (MA) 0.7 $4.4M 11k 391.35
Prologis (PLD) 0.7 $4.4M 36k 122.24
Wec Energy Group (WEC) 0.7 $4.3M 50k 87.27
Fastenal Company (FAST) 0.7 $4.3M 77k 56.08
Progressive Corporation (PGR) 0.7 $4.3M 34k 126.54
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $4.3M 8.00 533600.00
Pepsi (PEP) 0.7 $4.3M 23k 184.60
TJX Companies (TJX) 0.7 $4.0M 47k 85.45
Crown Castle Intl (CCI) 0.7 $4.0M 39k 103.81
Altria (MO) 0.6 $3.9M 88k 44.00
Marsh & McLennan Companies (MMC) 0.6 $3.9M 21k 189.59
Target Corporation (TGT) 0.6 $3.8M 29k 132.53
Norfolk Southern (NSC) 0.6 $3.8M 17k 224.64
Honeywell International (HON) 0.6 $3.7M 19k 189.21
Trane Technologies SHS (TT) 0.6 $3.6M 18k 204.19
Dominion Resources (D) 0.6 $3.6M 73k 49.21
Union Pacific Corporation (UNP) 0.6 $3.5M 15k 228.54
American Express Company (AXP) 0.6 $3.4M 21k 165.41
Abbott Laboratories (ABT) 0.5 $3.3M 31k 107.65
Anthem (ELV) 0.5 $3.3M 7.1k 463.18
Novartis Sponsored Adr (NVS) 0.5 $3.3M 32k 101.80
Cincinnati Financial Corporation (CINF) 0.5 $3.2M 30k 109.00
Mondelez Intl Cl A (MDLZ) 0.5 $3.2M 43k 73.92
Zoetis Cl A (ZTS) 0.5 $3.1M 17k 178.63
Totalenergies Se Sponsored Ads (TTE) 0.5 $2.9M 47k 60.64
S&p Global (SPGI) 0.5 $2.8M 7.3k 386.84
Phillips 66 (PSX) 0.4 $2.6M 24k 110.48
Sanofi Sponsored Adr (SNY) 0.4 $2.6M 51k 51.65
ON Semiconductor (ON) 0.4 $2.4M 23k 102.31
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $2.2M 76k 29.56
Packaging Corporation of America (PKG) 0.4 $2.2M 14k 153.89
Ishares Tr Core Total Usd (IUSB) 0.4 $2.2M 48k 44.88
International Flavors & Fragrances (IFF) 0.3 $2.1M 26k 80.50
Kayne Anderson MLP Investment (KYN) 0.3 $2.1M 245k 8.47
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $2.1M 163k 12.75
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.3 $2.1M 60k 34.34
British Amern Tob Sponsored Adr (BTI) 0.3 $2.0M 63k 32.58
Analog Devices (ADI) 0.3 $2.0M 11k 188.35
Bank of America Corporation (BAC) 0.3 $2.0M 64k 31.30
Coca-cola Europacific Partne SHS (CCEP) 0.3 $1.9M 31k 63.74
Enbridge (ENB) 0.3 $1.9M 53k 35.94
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $1.9M 69k 27.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.9M 14k 136.76
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.8M 37k 49.68
Astrazeneca Sponsored Adr (AZN) 0.3 $1.8M 25k 69.40
Northrop Grumman Corporation (NOC) 0.3 $1.8M 4.0k 438.54
International Business Machines (IBM) 0.3 $1.8M 12k 144.24
CF Industries Holdings (CF) 0.3 $1.7M 21k 81.24
Neuberger Berman Next Genera Common Stock (NBXG) 0.3 $1.6M 152k 10.73
Medtronic SHS (MDT) 0.3 $1.6M 19k 84.04
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $1.6M 17k 93.29
Ares Capital Corporation (ARCC) 0.3 $1.6M 80k 19.55
Houlihan Lokey Cl A (HLI) 0.3 $1.6M 16k 100.25
Bce Com New (BCE) 0.3 $1.5M 37k 42.03
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.3 $1.5M 21k 73.46
GATX Corporation (GATX) 0.2 $1.5M 13k 120.99
Monolithic Power Systems (MPWR) 0.2 $1.5M 2.8k 537.04
Unilever Spon Adr New (UL) 0.2 $1.5M 29k 51.89
Ftai Aviation SHS (FTAI) 0.2 $1.5M 44k 33.79
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.5M 11k 128.54
Albemarle Corporation (ALB) 0.2 $1.4M 7.2k 200.08
A. O. Smith Corporation (AOS) 0.2 $1.4M 20k 72.64
Cbre Group Cl A (CBRE) 0.2 $1.4M 17k 83.92
Kla Corp Com New (KLAC) 0.2 $1.4M 2.8k 496.48
Enterprise Products Partners (EPD) 0.2 $1.4M 52k 26.52
Novo-nordisk A S Adr (NVO) 0.2 $1.4M 8.8k 156.60
Hologic (HOLX) 0.2 $1.4M 18k 75.93
Teledyne Technologies Incorporated (TDY) 0.2 $1.3M 3.5k 379.26
Diodes Incorporated (DIOD) 0.2 $1.3M 15k 86.17
Reinsurance Grp Of America I Com New (RGA) 0.2 $1.3M 9.2k 140.33
Snap-on Incorporated (SNA) 0.2 $1.3M 4.7k 272.23
National Grid Sponsored Adr Ne (NGG) 0.2 $1.3M 21k 62.83
Eli Lilly & Co. (LLY) 0.2 $1.3M 2.9k 449.53
Raytheon Technologies Corp (RTX) 0.2 $1.3M 15k 84.55
Raymond James Financial (RJF) 0.2 $1.2M 12k 107.84
CONMED Corporation (CNMD) 0.2 $1.2M 11k 114.86
Archrock (AROC) 0.2 $1.2M 95k 12.84
Hexcel Corporation (HXL) 0.2 $1.2M 18k 67.99
D.R. Horton (DHI) 0.2 $1.2M 9.4k 125.71
Ryder System (R) 0.2 $1.2M 12k 101.16
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.2M 9.2k 128.11
Woodward Governor Company (WWD) 0.2 $1.2M 9.2k 125.81
Box Cl A (BOX) 0.2 $1.1M 37k 30.58
Arrow Electronics (ARW) 0.2 $1.1M 8.9k 125.99
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.1M 12k 96.16
Ansys (ANSS) 0.2 $1.1M 3.6k 304.65
Papa John's Int'l (PZZA) 0.2 $1.1M 14k 81.12
Moog Cl A (MOG.A) 0.2 $1.1M 9.7k 112.87
FormFactor (FORM) 0.2 $1.1M 31k 34.14
Ishares Msci Gbl Gold Mn (RING) 0.2 $1.1M 47k 22.85
Darden Restaurants (DRI) 0.2 $1.1M 6.6k 162.45
Tc Energy Corp (TRP) 0.2 $1.0M 29k 36.03
Black Knight 0.2 $1.0M 14k 71.50
Meta Platforms Cl A (META) 0.2 $1.0M 3.3k 310.73
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.0M 10k 98.44
Marathon Petroleum Corp (MPC) 0.2 $1.0M 7.4k 137.94
Ishares Tr Short Treas Bd (SHV) 0.2 $1.0M 9.2k 110.08
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.2 $1.0M 110k 9.16
Charles River Laboratories (CRL) 0.2 $1.0M 4.9k 206.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.0M 12k 81.07
American Electric Power Company (AEP) 0.2 $996k 12k 81.24
Iron Mountain (IRM) 0.2 $992k 16k 60.92
Travelers Companies (TRV) 0.2 $989k 5.9k 168.66
Duke Energy Corp Com New (DUK) 0.2 $981k 11k 89.46
Fortis (FTS) 0.2 $973k 24k 40.16
BorgWarner (BWA) 0.2 $972k 23k 42.52
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.2 $970k 12k 81.05
Sba Communications Corp Cl A (SBAC) 0.2 $948k 4.3k 222.88
Home Depot (HD) 0.2 $944k 2.9k 326.42
Republic Services (RSG) 0.2 $943k 6.3k 148.53
Firstcash Holdings (FCFS) 0.2 $940k 9.4k 99.84
Cirrus Logic (CRUS) 0.2 $937k 11k 82.55
MetLife (MET) 0.2 $925k 15k 63.53
Qiagen Nv Shs New 0.1 $909k 20k 45.62
Manulife Finl Corp (MFC) 0.1 $906k 47k 19.40
Rbc Cad (RY) 0.1 $898k 9.4k 95.82
Webster Financial Corporation (WBS) 0.1 $883k 19k 45.99
Huntington Ingalls Inds (HII) 0.1 $865k 3.8k 226.84
Sonoco Products Company (SON) 0.1 $863k 15k 57.66
Cabot Corporation (CBT) 0.1 $850k 12k 69.28
Emerson Electric (EMR) 0.1 $845k 8.8k 95.55
Insperity (NSP) 0.1 $843k 9.0k 94.15
Cracker Barrel Old Country Store (CBRL) 0.1 $833k 9.2k 90.53
GSK Sponsored Adr (GSK) 0.1 $825k 24k 34.38
Amcor Ord (AMCR) 0.1 $817k 83k 9.85
Asml Holding N V N Y Registry Shs (ASML) 0.1 $815k 1.2k 678.19
At&t (T) 0.1 $811k 58k 14.00
3M Company (MMM) 0.1 $810k 7.7k 105.51
Cummins (CMI) 0.1 $806k 3.4k 236.51
Dow (DOW) 0.1 $804k 15k 54.51
Qualcomm (QCOM) 0.1 $796k 6.6k 121.50
Intuit (INTU) 0.1 $795k 1.6k 496.98
Eastman Chemical Company (EMN) 0.1 $793k 9.4k 84.43
Coca-Cola Company (KO) 0.1 $791k 13k 60.71
Ishares Core Msci Emkt (IEMG) 0.1 $783k 16k 50.58
General Dynamics Corporation (GD) 0.1 $780k 3.5k 224.01
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $778k 51k 15.21
Amgen (AMGN) 0.1 $774k 3.2k 243.25
Kimberly-Clark Corporation (KMB) 0.1 $769k 6.0k 127.78
Toyota Motor Corp Ads (TM) 0.1 $762k 4.5k 170.79
Myriad Genetics (MYGN) 0.1 $760k 39k 19.31
Akamai Technologies (AKAM) 0.1 $759k 8.2k 92.63
Cibc Cad (CM) 0.1 $756k 18k 42.55
Sk Telecom Sponsored Adr (SKM) 0.1 $754k 38k 19.74
Stericycle (SRCL) 0.1 $752k 18k 42.07
Orange Sponsored Adr (ORAN) 0.1 $743k 67k 11.05
Corporate Office Pptys Tr Sh Ben Int (CDP) 0.1 $740k 28k 26.02
Vail Resorts (MTN) 0.1 $735k 3.2k 230.60
Bio Rad Labs Cl A (BIO) 0.1 $728k 1.8k 400.00
Penn National Gaming (PENN) 0.1 $726k 30k 24.51
Us Bancorp Del Com New (USB) 0.1 $725k 18k 39.86
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $724k 7.6k 95.71
Centene Corporation (CNC) 0.1 $719k 11k 65.80
Stmicroelectronics N V Ny Registry (STM) 0.1 $694k 14k 49.65
Msc Indl Direct Cl A (MSM) 0.1 $692k 7.0k 98.98
Hasbro (HAS) 0.1 $686k 11k 63.75
Ishares Tr Mbs Etf (MBB) 0.1 $681k 7.4k 91.74
Posco Holdings Sponsored Adr (PKX) 0.1 $676k 6.0k 113.19
Boeing Company (BA) 0.1 $674k 2.9k 231.36
ConocoPhillips (COP) 0.1 $673k 5.9k 113.71
Columbia Banking System (COLB) 0.1 $662k 30k 22.29
Albany Intl Corp Cl A (AIN) 0.1 $659k 6.9k 95.38
Caterpillar (CAT) 0.1 $654k 2.4k 276.46
Telefonica Brasil Sa New Adr (VIV) 0.1 $646k 74k 8.77
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $644k 13k 50.56
Truist Financial Corp equities (TFC) 0.1 $642k 20k 32.07
Nike CL B (NKE) 0.1 $637k 5.9k 108.81
Procter & Gamble Company (PG) 0.1 $637k 4.1k 155.26
Nutrien (NTR) 0.1 $633k 9.7k 65.53
Realty Income (O) 0.1 $633k 11k 59.22
Vici Pptys (VICI) 0.1 $631k 20k 31.06
Telus Ord (TU) 0.1 $625k 36k 17.16
Spirit Aerosystems Hldgs Com Cl A (SPR) 0.1 $613k 27k 22.35
Ishares Tr U.s. Tech Etf (IYW) 0.1 $610k 5.6k 108.77
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $605k 43k 14.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $584k 2.1k 276.23
Boston Properties (BXP) 0.1 $574k 8.4k 68.53
Key (KEY) 0.1 $572k 48k 11.92
PNC Financial Services (PNC) 0.1 $566k 4.3k 131.46
Dell Technologies CL C (DELL) 0.1 $565k 11k 53.24
Bristol Myers Squibb (BMY) 0.1 $564k 9.3k 60.49
Enovix Corp (ENVX) 0.1 $560k 31k 17.83
Cemex Sab De Cv Spon Adr New (CX) 0.1 $560k 73k 7.66
Lockheed Martin Corporation (LMT) 0.1 $551k 1.2k 445.77
Entergy Corporation (ETR) 0.1 $548k 5.6k 97.64
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $540k 7.3k 74.30
Bank Of Montreal Cadcom (BMO) 0.1 $535k 6.0k 89.23
Relx Sponsored Adr (RELX) 0.1 $530k 16k 32.56
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $521k 66k 7.94
Welltower Inc Com reit (WELL) 0.1 $518k 6.3k 82.38
New Oriental Ed & Technology Spon Adr (EDU) 0.1 $510k 8.9k 57.44
Oracle Corporation (ORCL) 0.1 $507k 4.4k 114.44
NetApp (NTAP) 0.1 $498k 6.4k 77.78
Ubs Group SHS (UBS) 0.1 $497k 23k 21.88
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $494k 25k 19.91
Energy Recovery (ERII) 0.1 $487k 18k 27.52
Omni (OMC) 0.1 $485k 5.9k 81.60
Intel Corporation (INTC) 0.1 $481k 14k 35.14
MPLX Com Unit Rep Ltd (MPLX) 0.1 $477k 14k 34.77
Shopify Cl A (SHOP) 0.1 $474k 8.2k 57.93
Evergy (EVRG) 0.1 $474k 8.3k 57.30
Regions Financial Corporation (RF) 0.1 $474k 23k 20.61
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $470k 4.2k 110.78
Costco Wholesale Corporation (COST) 0.1 $468k 847.00 552.05
Pioneer Natural Resources (PXD) 0.1 $462k 2.0k 234.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $461k 6.5k 70.61
Msci (MSCI) 0.1 $454k 838.00 542.26
Pampa Energia S A Spons Adr Lvl I (PAM) 0.1 $454k 11k 40.32
Vipshop Holdings Sponsored Ads A (VIPS) 0.1 $451k 26k 17.62
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $438k 4.5k 96.53
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $437k 57k 7.61
Copa Holdings Sa Cl A (CPA) 0.1 $431k 3.9k 109.93
CRH Adr 0.1 $428k 7.2k 59.30
Argenx Se Sponsored Adr (ARGX) 0.1 $423k 866.00 488.81
Tsakos Energy Navigation SHS (TNP) 0.1 $422k 20k 20.86
Morgan Stanley Com New (MS) 0.1 $421k 4.7k 88.79
NiSource (NI) 0.1 $414k 16k 26.51
Wp Carey (WPC) 0.1 $413k 6.2k 66.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $411k 1.8k 222.87
CVS Caremark Corporation (CVS) 0.1 $411k 5.6k 72.89
Pimco Dynamic Income SHS (PDI) 0.1 $409k 21k 19.37
MercadoLibre (MELI) 0.1 $401k 309.00 1296.16
Ing Groep Sponsored Adr (ING) 0.1 $399k 27k 14.67
Walt Disney Company (DIS) 0.1 $398k 4.6k 86.30
Trip Com Group Ads (TCOM) 0.1 $397k 10k 39.75
Lazard Shs A 0.1 $391k 12k 33.59
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $377k 14k 27.53
Pinnacle West Capital Corporation (PNW) 0.1 $375k 4.8k 78.58
salesforce (CRM) 0.1 $374k 1.7k 214.59
Sap Se Spon Adr (SAP) 0.1 $369k 2.8k 132.96
Johnson Ctls Intl SHS (JCI) 0.1 $364k 5.8k 62.76
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $362k 47k 7.67
Leggett & Platt (LEG) 0.1 $362k 12k 30.18
Visa Com Cl A (V) 0.1 $362k 1.5k 239.00
Embraer Sponsored Ads (ERJ) 0.1 $357k 25k 14.41
Hershey Company (HSY) 0.1 $355k 1.6k 228.23
Snowflake Cl A (SNOW) 0.1 $351k 2.1k 166.67
Citigroup Com New (C) 0.1 $346k 7.6k 45.71
Chubb (CB) 0.1 $341k 1.7k 200.92
Ishares Tr Ishares Biotech (IBB) 0.1 $337k 2.6k 127.36
Pembina Pipeline Corp (PBA) 0.1 $330k 11k 30.83
Genuine Parts Company (GPC) 0.1 $323k 2.1k 155.50
Servicenow (NOW) 0.1 $317k 575.00 551.63
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $315k 2.5k 124.41
Starwood Property Trust (STWD) 0.1 $306k 15k 20.89
Intuitive Surgical Com New (ISRG) 0.0 $300k 970.00 309.31
Tencent Music Entmt Group Spon Ads (TME) 0.0 $292k 45k 6.44
Williams Companies (WMB) 0.0 $287k 8.4k 34.36
Cigna Corp (CI) 0.0 $281k 981.00 286.56
Ternium Sa Sponsored Ads (TX) 0.0 $275k 6.7k 41.12
Stryker Corporation (SYK) 0.0 $273k 962.00 283.73
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $271k 795.00 340.48
Becton, Dickinson and (BDX) 0.0 $266k 982.00 270.91
Palantir Technologies Cl A (PLTR) 0.0 $266k 15k 18.20
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $263k 984.00 267.72
Skyworks Solutions (SWKS) 0.0 $257k 2.3k 109.30
Ishares Tr Robotics Artif (IRBO) 0.0 $245k 7.4k 32.91
Wendy's/arby's Group (WEN) 0.0 $238k 11k 21.59
Shell Spon Ads (SHEL) 0.0 $236k 3.9k 61.15
Southern Company (SO) 0.0 $235k 3.5k 67.84
Golub Capital BDC (GBDC) 0.0 $233k 17k 14.04
RadNet (RDNT) 0.0 $232k 7.0k 33.20
Netflix (NFLX) 0.0 $228k 528.00 431.60
Ross Stores (ROST) 0.0 $225k 2.0k 112.59
Drdgold Spon Adr Repstg (DRD) 0.0 $222k 22k 10.21
Ishares Tr Us Infrastruc (IFRA) 0.0 $216k 5.5k 39.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $216k 2.0k 105.90
Public Storage (PSA) 0.0 $207k 751.00 275.70
Walgreen Boots Alliance (WBA) 0.0 $205k 6.9k 29.86
Workday Cl A (WDAY) 0.0 $203k 882.00 230.12
Peak (DOC) 0.0 $202k 9.5k 21.23
Kinder Morgan (KMI) 0.0 $180k 10k 17.36
Huntington Bancshares Incorporated (HBAN) 0.0 $172k 14k 12.19
Mueller Wtr Prods Com Ser A (MWA) 0.0 $142k 10k 14.19
Invesco Van Kampen Municipal Trust (VKQ) 0.0 $135k 15k 9.31
Ftai Infrastructure Common Stock (FIP) 0.0 $125k 35k 3.60
Purecycle Technologies (PCT) 0.0 $111k 10k 10.97
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $37k 17k 2.15
Compugen Ord (CGEN) 0.0 $11k 10k 1.12