Morton Brown Family Wealth

Morton Brown Family Wealth as of Dec. 31, 2023

Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 288 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Broad Market Etf Etf (SCHB) 25.4 $58M 1.0M 55.67
Avantis Emerging Markets Equity Etf Etf (AVEM) 8.0 $18M 323k 56.39
Ishares National Muni Bond Etf Etf (MUB) 7.7 $18M 162k 108.41
Vanguard Ftse Developed Markets Etf Etf (VEA) 7.4 $17M 351k 47.90
Schwab International Small-cap Equity Etf Etf (SCHC) 5.7 $13M 376k 34.89
Spdr S&p 500 Etf Trust Etf (SPY) 4.9 $11M 23k 475.31
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 4.5 $10M 122k 83.31
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 4.0 $9.1M 184k 49.72
Ishares Short-term National Muni Bond Etf Etf (SUB) 3.9 $8.8M 84k 105.43
Ishares Global Reit Etf Etf (REET) 3.5 $8.1M 333k 24.18
Avantis U.s. Small Cap Value Etf Etf (AVUV) 1.9 $4.4M 49k 89.80
Vanguard Total International Bond Etf Etf (BNDX) 1.9 $4.4M 89k 49.36
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.5 $3.5M 44k 81.28
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.3 $3.0M 39k 77.37
Ishares Core High Dividend Etf Etf (HDV) 1.3 $3.0M 29k 101.99
Ishares Msci Eafe Etf Etf (EFA) 1.3 $2.9M 39k 75.35
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.3 $2.9M 29k 98.59
Ishares Core Msci Eafe Etf Etf (IEFA) 1.1 $2.5M 36k 70.35
Apple Stock (AAPL) 1.0 $2.3M 12k 192.53
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.8 $1.9M 16k 115.03
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.8 $1.9M 46k 41.10
Vanguard Small-cap Etf Etf (VB) 0.8 $1.9M 8.8k 213.33
Invesco Qqq Trust Series I Etf (QQQ) 0.6 $1.3M 3.2k 409.49
Vanguard Total Stock Market Etf Etf (VTI) 0.5 $1.1M 4.7k 237.22
Ishares Russell 2000 Etf Etf (IWM) 0.5 $1.1M 5.3k 200.71
Broadcom Stock (AVGO) 0.4 $982k 880.00 1116.25
Air Prods & Chems Stock (APD) 0.4 $982k 3.6k 273.83
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.4 $912k 8.7k 104.92
Microsoft Corp Stock (MSFT) 0.4 $878k 2.3k 376.10
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $763k 13k 57.96
Ishares Core Growth Allocation Etf Etf (AOR) 0.3 $688k 13k 53.19
Vanguard Mid-cap Growth Etf Etf (VOT) 0.3 $586k 2.7k 219.57
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.2 $520k 6.9k 75.54
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.2 $496k 8.9k 55.59
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $471k 1.7k 277.15
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL) 0.2 $462k 20k 22.80
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.2 $459k 4.5k 103.07
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $394k 1.1k 356.66
Bank America Corp Stock (BAC) 0.2 $388k 12k 33.67
Mcdonalds Corp Stock (MCD) 0.2 $356k 1.2k 296.54
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.2 $348k 16k 22.44
Avantis Real Estate Etf Etf (AVRE) 0.1 $311k 7.2k 43.31
Vanguard Real Estate Etf Etf (VNQ) 0.1 $304k 3.4k 88.35
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $254k 2.2k 117.13
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $233k 6.1k 38.01
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $232k 4.1k 56.40
Schwab International Equity Etf Etf (SCHF) 0.1 $229k 6.2k 36.96
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $215k 709.00 302.98
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $214k 6.7k 32.06
Ppl Corp Stock (PPL) 0.1 $213k 7.9k 27.10
Amgen Stock (AMGN) 0.1 $197k 685.00 288.02
Nvidia Corporation Stock (NVDA) 0.1 $197k 398.00 495.24
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $177k 3.5k 51.04
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $177k 2.1k 82.96
Exxon Mobil Corp Stock (XOM) 0.1 $177k 1.8k 100.01
Qualcomm Stock (QCOM) 0.1 $173k 1.2k 144.63
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.1 $172k 1.8k 98.23
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $171k 759.00 225.51
Northrop Grumman Corp Stock (NOC) 0.1 $160k 341.00 468.43
Disney Walt Stock (DIS) 0.1 $145k 1.6k 90.31
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $144k 5.8k 24.79
Comerica Stock (CMA) 0.1 $128k 2.3k 55.81
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.1 $128k 2.0k 63.85
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $124k 259.00 477.63
Union Pac Corp Stock (UNP) 0.1 $123k 502.00 245.48
Nike Inc Cl B Stock (NKE) 0.1 $120k 1.1k 108.57
Paychex Stock (PAYX) 0.1 $119k 1.0k 119.11
Aon Plc Shs Cl A Stock (AON) 0.1 $119k 408.00 291.02
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $112k 1.0k 107.60
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $112k 800.00 139.69
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $111k 1.0k 108.25
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $104k 740.00 140.93
Amazon Stock (AMZN) 0.0 $102k 674.00 151.94
American Wtr Wks Stock (AWK) 0.0 $92k 700.00 131.99
Caterpillar Stock (CAT) 0.0 $86k 290.00 295.67
Rtx Corporation Stock (RTX) 0.0 $86k 1.0k 84.17
Pfizer Stock (PFE) 0.0 $83k 2.9k 28.79
Selective Ins Group Stock (SIGI) 0.0 $82k 823.00 99.48
Vanguard Extended Market Etf Etf (VXF) 0.0 $78k 476.00 164.42
Block Inc Cl A Stock (SQ) 0.0 $77k 1.0k 77.35
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.0 $77k 1.6k 47.23
Ishares U.s. Technology Etf Etf (IYW) 0.0 $74k 600.00 122.75
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $72k 960.00 75.32
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $67k 790.00 84.33
International Business Machs Stock (IBM) 0.0 $67k 407.00 163.63
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $64k 2.7k 23.27
Spdr Gold Shares Etf (GLD) 0.0 $64k 332.00 191.17
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $63k 2.6k 24.48
Nextera Energy Stock (NEE) 0.0 $63k 1.0k 60.74
Procter And Gamble Stock (PG) 0.0 $61k 417.00 146.54
Hershey Stock (HSY) 0.0 $61k 327.00 186.44
Ameriprise Finl Stock (AMP) 0.0 $60k 159.00 379.83
General Electric Stock (GE) 0.0 $58k 453.00 127.63
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $57k 150.00 376.87
Vanguard Total Bond Market Etf Etf (BND) 0.0 $55k 751.00 73.55
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $55k 761.00 72.43
Ares Capital Corp Cef (ARCC) 0.0 $54k 2.7k 20.03
Walmart Stock (WMT) 0.0 $52k 332.00 157.58
Jpmorgan Chase & Co Stock (JPM) 0.0 $49k 289.00 170.17
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $49k 471.00 104.10
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $48k 899.00 53.82
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $48k 943.00 51.05
United Parcel Service Inc Cl B Stock (UPS) 0.0 $47k 300.00 157.23
Pepsico Stock (PEP) 0.0 $46k 273.00 170.14
Sanofi Adr (SNY) 0.0 $46k 927.00 49.73
Merck & Co Stock (MRK) 0.0 $45k 416.00 109.02
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $45k 332.00 136.23
Vanguard Growth Etf Etf (VUG) 0.0 $45k 143.00 310.88
At&t Stock (T) 0.0 $44k 2.6k 16.78
Textron Stock (TXT) 0.0 $40k 500.00 80.42
Omnicom Group Stock (OMC) 0.0 $40k 459.00 86.51
Vanguard Value Etf Etf (VTV) 0.0 $40k 265.00 149.50
Emerson Elec Stock (EMR) 0.0 $39k 400.00 97.33
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $38k 791.00 48.45
Kellanova Stock (K) 0.0 $38k 676.00 55.91
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.0 $37k 766.00 47.79
Corning Stock (GLW) 0.0 $36k 1.2k 30.45
Cisco Sys Stock (CSCO) 0.0 $36k 704.00 50.50
Vail Resorts Stock (MTN) 0.0 $35k 166.00 213.47
New Mtn Fin Corp Cef (NMFC) 0.0 $35k 2.8k 12.72
Chemours Stock (CC) 0.0 $35k 1.1k 31.54
Capital Southwest Corp Cef (CSWC) 0.0 $34k 1.4k 23.70
Truist Finl Corp Stock (TFC) 0.0 $34k 924.00 36.90
Starbucks Corp Stock (SBUX) 0.0 $34k 351.00 95.97
Verizon Communications Stock (VZ) 0.0 $33k 863.00 37.70
Blackrock Tcp Capital Corp Cef (TCPC) 0.0 $32k 2.8k 11.54
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $32k 472.00 67.14
Lululemon Athletica Stock (LULU) 0.0 $31k 60.00 511.28
Costco Whsl Corp Stock (COST) 0.0 $30k 45.00 662.58
Phillips 66 Stock (PSX) 0.0 $29k 218.00 133.14
Fulton Finl Corp Pa Stock (FULT) 0.0 $26k 1.6k 16.46
Avantis Int'l Sm Cap Equity Etf Etf (AVDS) 0.0 $25k 480.00 51.76
Automatic Data Processing Stock (ADP) 0.0 $23k 100.00 232.97
Southern Stock (SO) 0.0 $22k 314.00 70.12
Home Depot Stock (HD) 0.0 $22k 64.00 343.94
Ishares Core Moderate Allocation Etf Etf (AOM) 0.0 $22k 522.00 41.51
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $21k 126.00 165.25
Conocophillips Stock (COP) 0.0 $21k 178.00 116.07
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $20k 147.00 136.14
Goldman Sachs Group Stock (GS) 0.0 $20k 51.00 387.08
Ugi Corp Stock (UGI) 0.0 $20k 796.00 24.59
Vanguard Information Technology Etf Etf (VGT) 0.0 $19k 40.00 484.00
Eli Lilly & Co Stock (LLY) 0.0 $19k 33.00 582.91
Scotts Miracle-gro Co Cl A Stock (SMG) 0.0 $19k 300.00 63.75
Shockwave Med Stock (SWAV) 0.0 $19k 100.00 190.56
Barrick Gold Corp Stock (GOLD) 0.0 $18k 1.0k 18.09
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $18k 211.00 85.37
Spdr S&p Regional Banking Etf Etf (KRE) 0.0 $18k 336.00 52.39
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $17k 225.00 76.13
Dupont De Nemours Stock (DD) 0.0 $17k 221.00 76.93
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $17k 334.00 50.58
Viking Therapeutics Stock (VKTX) 0.0 $17k 900.00 18.61
Oracle Corp Stock (ORCL) 0.0 $17k 157.00 105.56
Dow Stock (DOW) 0.0 $17k 300.00 54.84
International Flavors&fragranc Stock (IFF) 0.0 $16k 200.00 80.97
Abbvie Stock (ABBV) 0.0 $16k 104.00 154.97
Keycorp Stock (KEY) 0.0 $16k 1.1k 14.40
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $16k 308.00 52.00
Ishares Select Dividend Etf Etf (DVY) 0.0 $16k 133.00 117.32
Deere & Co Stock (DE) 0.0 $15k 37.00 399.86
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $14k 85.00 169.72
Ishares Semiconductor Etf Etf (SOXX) 0.0 $14k 25.00 576.12
Corteva Stock (CTVA) 0.0 $14k 300.00 47.92
Carrier Global Corporation Stock (CARR) 0.0 $14k 247.00 57.45
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $13k 261.00 51.28
3M Stock (MMM) 0.0 $13k 122.00 109.42
Us Bancorp Del Stock (USB) 0.0 $13k 308.00 43.34
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $13k 448.00 29.05
Meta Platforms Inc Cl A Stock (META) 0.0 $12k 35.00 353.97
Vanguard Mid-cap Etf Etf (VO) 0.0 $12k 53.00 232.64
Ge Healthcare Technologies Stock (GEHC) 0.0 $12k 151.00 77.32
Chevron Corp Stock (CVX) 0.0 $12k 77.00 149.16
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $12k 60.00 190.97
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $11k 284.00 39.82
Salesforce Stock (CRM) 0.0 $11k 42.00 263.14
Abbott Labs Stock (ABT) 0.0 $11k 100.00 110.07
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $11k 70.00 155.33
Tractor Supply Stock (TSCO) 0.0 $11k 50.00 216.04
Ishares Biotechnology Etf Etf (IBB) 0.0 $11k 79.00 135.10
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.0 $10k 150.00 69.05
Fidelity High Dividend Etf Etf (FDVV) 0.0 $10k 236.00 42.28
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $9.6k 156.00 61.53
Johnson & Johnson Stock (JNJ) 0.0 $9.6k 61.00 156.74
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $9.3k 81.00 114.54
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $9.2k 38.00 241.76
Morgan Stanley Stock (MS) 0.0 $9.1k 98.00 93.26
Prudential Finl Stock (PRU) 0.0 $8.8k 85.00 103.71
Gaming & Leisure Pptys Reit (GLPI) 0.0 $8.8k 178.00 49.22
Freshpet Stock (FRPT) 0.0 $8.7k 100.00 86.76
Archer Daniels Midland Stock (ADM) 0.0 $8.3k 115.00 72.22
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $8.3k 118.00 70.10
State Str Corp Stock (STT) 0.0 $8.2k 106.00 77.44
Cummins Stock (CMI) 0.0 $8.2k 34.00 241.29
Joby Aviation Stock (JOBY) 0.0 $8.0k 1.2k 6.65
The Cigna Group Stock (CI) 0.0 $7.8k 26.00 301.38
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.0 $7.4k 146.00 50.36
Netflix Stock (NFLX) 0.0 $7.3k 15.00 486.87
General Dynamics Corp Stock (GD) 0.0 $7.0k 27.00 259.67
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.0 $6.7k 166.00 40.25
Philip Morris Intl Stock (PM) 0.0 $6.7k 71.00 93.87
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.0 $6.7k 84.00 79.30
Elevance Health Stock (ELV) 0.0 $6.6k 14.00 471.57
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $6.5k 45.00 144.27
Denali Therapeutics Stock (DNLI) 0.0 $6.4k 298.00 21.46
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $6.1k 96.00 63.88
Hancock John Tax-advantaged Di Cef (HTD) 0.0 $5.9k 309.00 18.98
Organon & Co Stock (OGN) 0.0 $5.8k 400.00 14.42
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $5.8k 153.00 37.62
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $5.2k 111.00 47.24
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $5.0k 440.00 11.38
Visa Inc Com Cl A Stock (V) 0.0 $4.9k 19.00 260.37
Innovative Indl Pptys Reit (IIPR) 0.0 $4.9k 49.00 100.82
Wells Fargo Stock (WFC) 0.0 $4.9k 100.00 49.22
Humana Stock (HUM) 0.0 $4.6k 10.00 457.80
Advanced Micro Devices Stock (AMD) 0.0 $4.4k 30.00 147.40
Essa Bancorp Stock (ESSA) 0.0 $4.0k 200.00 20.02
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $3.6k 200.00 18.03
Evgo Inc Cl A Stock (EVGO) 0.0 $3.6k 1.0k 3.58
Medtronic Stock (MDT) 0.0 $3.5k 43.00 82.37
Adams Diversified Equity Cef (ADX) 0.0 $3.4k 194.00 17.71
Dominion Energy Stock (D) 0.0 $3.4k 72.00 47.00
Prologis Reit (PLD) 0.0 $3.3k 25.00 133.32
Coca Cola Stock (KO) 0.0 $3.2k 55.00 58.93
Honeywell Intl Stock (HON) 0.0 $3.1k 15.00 209.73
Crown Castle Reit (CCI) 0.0 $3.0k 26.00 115.19
Ford Mtr Co Del Stock (F) 0.0 $3.0k 244.00 12.21
Sherwin Williams Stock (SHW) 0.0 $2.8k 9.00 311.89
Ishares Tips Bond Etf Etf (TIP) 0.0 $2.8k 26.00 107.50
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $2.6k 26.00 101.15
Penn Entertainment Stock (PENN) 0.0 $2.6k 100.00 26.02
Spdr S&p Dividend Etf Etf (SDY) 0.0 $2.5k 20.00 124.95
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $2.5k 28.00 88.50
Ishares Msci Eurozone Etf Etf (EZU) 0.0 $2.5k 52.00 47.44
Ulta Beauty Stock (ULTA) 0.0 $2.5k 5.00 490.00
Blackrock Stock (BLK) 0.0 $2.4k 3.00 811.67
Colgate Palmolive Stock (CL) 0.0 $2.3k 29.00 79.72
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $2.3k 22.00 104.45
Wk Kellogg Stock (KLG) 0.0 $2.2k 169.00 13.14
Bloom Energy Corp Com Cl A Stock (BE) 0.0 $2.2k 150.00 14.80
Linde Stock (LIN) 0.0 $2.1k 5.00 410.80
Republic Svcs Stock (RSG) 0.0 $2.0k 12.00 164.92
Virgin Galactic Holdings Stock (SPCE) 0.0 $2.0k 800.00 2.45
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $1.9k 83.00 23.46
Applied Matls Stock (AMAT) 0.0 $1.9k 12.00 162.08
T-mobile Us Stock (TMUS) 0.0 $1.9k 12.00 160.33
Adobe Stock (ADBE) 0.0 $1.8k 3.00 596.67
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $1.7k 126.00 13.80
Cme Group Stock (CME) 0.0 $1.7k 8.00 210.62
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $1.6k 16.00 98.88
Unitedhealth Group Stock (UNH) 0.0 $1.6k 3.00 526.33
Sempra Stock (SRE) 0.0 $1.6k 21.00 74.71
Guardant Health Stock (GH) 0.0 $1.6k 58.00 27.05
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.0 $1.6k 37.00 42.22
Ametek Stock (AME) 0.0 $1.5k 9.00 164.89
Target Corp Stock (TGT) 0.0 $1.4k 10.00 142.40
Stanley Black & Decker Stock (SWK) 0.0 $1.4k 14.00 98.07
Cvs Health Corp Stock (CVS) 0.0 $1.3k 16.00 78.94
Amplify Transformational Data Sharing Etf Etf (BLOK) 0.0 $1.2k 41.00 29.85
Vanguard Total World Stock Etf Etf (VT) 0.0 $1.1k 11.00 102.91
Yum Brands Stock (YUM) 0.0 $1.0k 8.00 130.62
Chefs Whse Stock (CHEF) 0.0 $942.000000 32.00 29.44
Cincinnati Finl Corp Stock (CINF) 0.0 $828.000000 8.00 103.50
Orasure Technologies Stock (OSUR) 0.0 $820.000000 100.00 8.20
Agnc Invt Corp Reit (AGNC) 0.0 $666.998400 68.00 9.81
Editas Medicine Stock (EDIT) 0.0 $658.001500 65.00 10.12
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $640.000200 7.00 91.43
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) 0.0 $615.000000 5.00 123.00
Cnfinance Hldgs Ltd Spon Ads Adr (CNF) 0.0 $555.000000 250.00 2.22
Viatris Stock (VTRS) 0.0 $465.999600 43.00 10.84
Taysha Gene Therapies Stock (TSHA) 0.0 $459.992000 260.00 1.77
8X8 Stock (EGHT) 0.0 $378.000000 100.00 3.78
Jumia Technologies Adr (JMIA) 0.0 $353.000000 100.00 3.53
Liberty All Star Equity Fd Sh Ben Int Cef (USA) 0.0 $350.999000 55.00 6.38
Blackrock Innovation And Grw Shs Ben Int Cef (BIGZ) 0.0 $337.000600 46.00 7.33
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.0 $322.000000 5.00 64.40
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $290.000000 2.00 145.00
Sibanye Stillwater Adr (SBSW) 0.0 $190.001000 35.00 5.43
The Beachbody Company Inc Com Cl A Stock (BODI) 0.0 $166.000000 20.00 8.30
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA) 0.0 $141.000000 3.00 47.00
Annaly Capital Management Reit (NLY) 0.0 $136.000200 7.00 19.43
Dish Network Corporation Cl A Stock 0.0 $126.999400 22.00 5.77
Mannkind Corp Stock (MNKD) 0.0 $106.000800 29.00 3.66
Fisker Inc Cl A Com Stk Stock (FSRN) 0.0 $53.001000 30.00 1.77
United States Stl Corp Stock (X) 0.0 $49.000000 1.00 49.00
Gossamer Bio Stock (GOSS) 0.0 $23.000000 25.00 0.92
Ampio Pharmaceuticals Stock (AMPE) 0.0 $12.000000 6.00 2.00
Lockheed Martin Corp Stock (LMT) 0.0 $0 0 0.00
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $0 0 0.00