180 Wealth Advisors

Latest statistics and disclosures from 180 Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by 180 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 404 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.5 $47M 112k 420.72
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Apple (AAPL) 3.3 $18M 107k 171.48
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NVIDIA Corporation (NVDA) 3.2 $18M -17% 20k 903.58
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Amazon (AMZN) 3.0 $17M 93k 180.38
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Broadcom (AVGO) 1.8 $9.7M 7.4k 1325.50
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Mannkind Corp Com New (MNKD) 1.6 $8.8M +12% 1.9M 4.53
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Vanguard Specialized Funds Div App Etf (VIG) 1.6 $8.7M 48k 182.61
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Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $7.7M 63k 120.99
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Meta Platforms Cl A (META) 1.3 $7.4M -3% 15k 485.58
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Costco Wholesale Corporation (COST) 1.2 $6.5M 8.8k 732.59
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Tesla Motors (TSLA) 1.1 $6.0M +6% 34k 175.79
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 1.1 $5.9M 276k 21.24
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Alphabet Cap Stk Cl C (GOOG) 1.0 $5.8M -2% 38k 152.26
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Exxon Mobil Corporation (XOM) 1.0 $5.7M -3% 49k 116.24
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Ishares Tr Core S&p Us Vlu (IUSV) 1.0 $5.5M 61k 90.44
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $5.5M -2% 36k 150.93
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $5.3M +11% 126k 41.77
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Prologis (PLD) 0.9 $5.0M 38k 130.22
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Uipath Cl A (PATH) 0.8 $4.6M +7% 203k 22.67
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.8 $4.6M 56k 81.53
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Ishares Tr Eafe Value Etf (EFV) 0.8 $4.5M 83k 54.40
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Comcast Corp Cl A (CMCSA) 0.8 $4.5M -3% 103k 43.35
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Ishares Tr Global 100 Etf (IOO) 0.8 $4.4M -2% 49k 89.41
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Ishares Msci Gbl Gold Mn (RING) 0.8 $4.3M +6% 171k 25.29
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Ishares Msci Glb Slv&mtl (SLVP) 0.8 $4.3M +21% 426k 10.16
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Ishares Tr Core Div Grwth (DGRO) 0.8 $4.3M -6% 74k 58.06
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Starbucks Corporation (SBUX) 0.7 $4.1M 45k 91.39
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Nxp Semiconductors N V (NXPI) 0.7 $4.0M +3% 16k 247.78
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $4.0M 30k 136.05
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JPMorgan Chase & Co. (JPM) 0.7 $3.9M 19k 200.30
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Eli Lilly & Co. (LLY) 0.7 $3.8M +79% 4.9k 777.96
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Wal-Mart Stores (WMT) 0.7 $3.8M +210% 64k 60.17
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Kla Corp Com New (KLAC) 0.7 $3.8M -2% 5.5k 698.62
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Merck & Co (MRK) 0.7 $3.8M +3% 29k 131.95
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Blackrock Res & Commodities SHS (BCX) 0.7 $3.7M +30% 411k 9.08
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Pure Storage Cl A (PSTG) 0.7 $3.7M -4% 71k 51.99
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Eaton Corp SHS (ETN) 0.7 $3.7M +3% 12k 312.68
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Applied Materials (AMAT) 0.6 $3.6M +17% 18k 206.23
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salesforce (CRM) 0.6 $3.5M 12k 301.18
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Energy Transfer Com Ut Ltd Ptn (ET) 0.6 $3.5M -2% 221k 15.73
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Twilio Cl A (TWLO) 0.6 $3.3M +29% 54k 61.15
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International Business Machines (IBM) 0.6 $3.3M 17k 190.96
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.6 $3.2M +5% 134k 23.81
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $3.2M +34% 105k 30.22
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PNC Financial Services (PNC) 0.6 $3.1M +3% 19k 161.60
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.1M +2% 7.4k 420.51
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Boeing Company (BA) 0.6 $3.1M +6% 16k 192.99
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Visa Com Cl A (V) 0.5 $3.0M +4% 11k 279.09
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TJX Companies (TJX) 0.5 $3.0M -10% 30k 101.42
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Chevron Corporation (CVX) 0.5 $3.0M -4% 19k 157.74
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Pepsi (PEP) 0.5 $2.9M +3% 17k 175.01
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $2.9M 37k 76.67
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.8M +6% 11k 259.89
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $2.6M +5% 38k 68.80
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Medtronic SHS (MDT) 0.5 $2.6M +8% 30k 87.15
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Qualcomm (QCOM) 0.5 $2.6M -16% 15k 169.30
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Charles Schwab Corporation (SCHW) 0.5 $2.6M +10% 36k 72.34
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $2.6M +7% 70k 36.54
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.5M 33k 74.22
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Freeport-mcmoran CL B (FCX) 0.4 $2.5M +4% 52k 47.02
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BlackRock (BLK) 0.4 $2.5M +12% 2.9k 833.79
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Lockheed Martin Corporation (LMT) 0.4 $2.4M 5.4k 454.87
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $2.4M -4% 29k 83.58
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MetLife (MET) 0.4 $2.4M +5% 33k 74.11
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Tractor Supply Company (TSCO) 0.4 $2.4M 9.2k 261.72
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Cisco Systems (CSCO) 0.4 $2.4M +6% 48k 49.91
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Lam Research Corporation (LRCX) 0.4 $2.4M 2.4k 971.62
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $2.3M 15k 155.91
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Home Depot (HD) 0.4 $2.2M 5.8k 383.58
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $2.2M +36% 70k 31.62
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Snowflake Cl A (SNOW) 0.4 $2.2M +19% 13k 161.59
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Illumina (ILMN) 0.4 $2.1M +8% 16k 137.32
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Walt Disney Company (DIS) 0.4 $2.1M +7% 17k 122.36
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Johnson & Johnson (JNJ) 0.4 $2.1M 13k 158.19
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Verizon Communications (VZ) 0.4 $2.0M -4% 47k 41.96
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.9M 10k 191.89
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Avery Dennison Corporation (AVY) 0.3 $1.9M +5% 8.6k 223.24
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Procter & Gamble Company (PG) 0.3 $1.9M 12k 162.25
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Ishares Tr Intl Sel Div Etf (IDV) 0.3 $1.9M 67k 28.04
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International Flavors & Fragrances (IFF) 0.3 $1.9M +13% 22k 85.99
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Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.8M 56k 32.68
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Abrdn Life Sciences Investor Sh Ben Int (HQL) 0.3 $1.8M +7% 133k 13.63
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M +5% 3.7k 480.73
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Intel Corporation (INTC) 0.3 $1.7M +3% 40k 44.17
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Raytheon Technologies Corp (RTX) 0.3 $1.7M -3% 18k 97.53
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.7M 16k 110.50
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Tortoise Energy Infrastructure closed end funds (TYG) 0.3 $1.7M 54k 30.91
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Zscaler Incorporated (ZS) 0.3 $1.7M -8% 8.6k 192.63
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Ball Corporation (BALL) 0.3 $1.6M +9% 24k 67.36
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Schlumberger Com Stk (SLB) 0.3 $1.6M -7% 30k 54.81
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Select Sector Spdr Tr Energy (XLE) 0.3 $1.6M 17k 94.41
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Moderna (MRNA) 0.3 $1.6M +4% 15k 106.56
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Spdr Ser Tr S&p Metals Mng (XME) 0.3 $1.5M +15% 26k 60.28
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Copart (CPRT) 0.3 $1.5M +3% 26k 57.92
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Intuitive Surgical Com New (ISRG) 0.3 $1.5M 3.7k 399.09
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Union Pacific Corporation (UNP) 0.3 $1.4M -3% 5.9k 245.92
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General Motors Company (GM) 0.3 $1.4M +11% 32k 45.35
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General Dynamics Corporation (GD) 0.3 $1.4M -3% 5.0k 282.47
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Match Group (MTCH) 0.3 $1.4M +18% 38k 36.28
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.4M +6% 2.6k 525.72
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Ishares Tr Core High Dv Etf (HDV) 0.2 $1.4M 13k 110.21
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Cleveland-cliffs (CLF) 0.2 $1.3M 59k 22.74
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.3M +27% 15k 85.06
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Netflix (NFLX) 0.2 $1.3M +35% 2.1k 607.33
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General Electric Com New (GE) 0.2 $1.3M +2% 7.1k 175.54
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.2M -14% 3.8k 320.59
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D.R. Horton (DHI) 0.2 $1.2M +7% 7.3k 164.54
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $1.2M +31% 47k 24.72
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Caterpillar (CAT) 0.2 $1.2M +38% 3.2k 366.44
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United Rentals (URI) 0.2 $1.2M -26% 1.6k 721.11
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Metropcs Communications (TMUS) 0.2 $1.1M -20% 6.9k 163.22
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Ishares Tr Tips Bd Etf (TIP) 0.2 $1.1M -6% 11k 107.41
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At&t (T) 0.2 $1.1M 64k 17.60
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Bhp Group Sponsored Ads (BHP) 0.2 $1.0M 18k 57.69
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.0M -2% 2.3k 444.06
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Crocs (CROX) 0.2 $1.0M 7.1k 143.80
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Hewlett Packard Enterprise (HPE) 0.2 $1.0M -6% 56k 17.73
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Oracle Corporation (ORCL) 0.2 $991k 7.9k 125.61
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Cyberark Software SHS (CYBR) 0.2 $977k -25% 3.7k 265.63
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Vaneck Etf Trust Rare Earth/strtg (REMX) 0.2 $974k +44% 19k 51.36
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Edwards Lifesciences (EW) 0.2 $967k 10k 95.56
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UnitedHealth (UNH) 0.2 $959k +40% 1.9k 494.70
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $956k +7% 31k 31.16
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Northrop Grumman Corporation (NOC) 0.2 $947k +5% 2.0k 478.60
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Garmin SHS (GRMN) 0.2 $937k +181% 6.3k 148.88
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Servicenow (NOW) 0.2 $935k +15% 1.2k 762.40
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Bristol Myers Squibb (BMY) 0.2 $933k -9% 17k 54.23
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Aercap Holdings Nv SHS (AER) 0.2 $926k +2% 11k 86.91
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Arista Networks (ANET) 0.2 $920k 3.2k 289.98
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East West Ban (EWBC) 0.2 $918k 12k 79.11
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Devon Energy Corporation (DVN) 0.2 $918k +30% 18k 50.18
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Olin Corp Com Par $1 (OLN) 0.2 $886k -5% 15k 58.80
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Delta Air Lines Inc Del Com New (DAL) 0.2 $882k 18k 47.87
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Gabelli Dividend & Income Trust (GDV) 0.2 $881k +14% 38k 22.98
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $879k 906.00 970.47
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Organon & Co Common Stock (OGN) 0.2 $867k 46k 18.80
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Vanguard Index Fds Growth Etf (VUG) 0.2 $863k +4% 2.5k 344.26
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Harley-Davidson (HOG) 0.2 $852k 20k 43.74
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Goldman Sachs (GS) 0.2 $850k 2.0k 417.59
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Arch Cap Group Ord (ACGL) 0.2 $849k 9.2k 92.44
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Vanguard World Materials Etf (VAW) 0.2 $843k +3% 4.1k 204.41
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AutoNation (AN) 0.2 $842k +2% 5.1k 165.58
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Novo-nordisk A S Adr (NVO) 0.2 $841k +3% 6.5k 128.40
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Gabelli mutual funds - (GGZ) 0.2 $838k +18% 70k 12.02
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Ishares Em Mkts Div Etf (DVYE) 0.1 $822k +4% 31k 26.16
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Mp Materials Corp Com Cl A (MP) 0.1 $812k +25% 57k 14.30
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Quanta Services (PWR) 0.1 $803k +15% 3.1k 259.80
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Pfizer (PFE) 0.1 $791k +3% 29k 27.75
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Sprott Fds Tr Uranium Miners E (URNM) 0.1 $783k +11% 16k 49.29
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Adobe Systems Incorporated (ADBE) 0.1 $778k 1.5k 504.68
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $777k +12% 7.0k 110.52
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McKesson Corporation (MCK) 0.1 $775k NEW 1.4k 536.91
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Meritage Homes Corporation (MTH) 0.1 $775k -11% 4.4k 175.46
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Progressive Corporation (PGR) 0.1 $759k +64% 3.7k 206.82
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $757k +4% 20k 37.23
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Hilton Worldwide Holdings (HLT) 0.1 $757k +2% 3.5k 213.31
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Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $753k +8% 21k 35.91
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $746k 1.9k 397.67
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Cbre Clarion Global Real Estat re (IGR) 0.1 $742k +4% 138k 5.38
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Baker Hughes Company Cl A (BKR) 0.1 $740k +19% 22k 33.50
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Bank of America Corporation (BAC) 0.1 $737k -7% 19k 37.92
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Mastercard Incorporated Cl A (MA) 0.1 $702k 1.5k 481.65
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Ishares Tr Global Reit Etf (REET) 0.1 $689k +2% 29k 23.68
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Ford Motor Company (F) 0.1 $679k +15% 51k 13.28
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Thermo Fisher Scientific (TMO) 0.1 $678k 1.2k 581.23
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Martin Marietta Materials (MLM) 0.1 $670k NEW 1.1k 613.94
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Select Sector Spdr Tr Technology (XLK) 0.1 $666k +2% 3.2k 208.25
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Hldgs (UAL) 0.1 $663k +2% 14k 47.88
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Tc Energy Corp (TRP) 0.1 $662k -4% 17k 40.20
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McDonald's Corporation (MCD) 0.1 $661k 2.3k 281.97
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Advanced Micro Devices (AMD) 0.1 $649k +9% 3.6k 180.49
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $649k +3% 20k 31.99
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Nutanix Cl A (NTNX) 0.1 $647k -3% 11k 61.72
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Toronto Dominion Bk Ont Com New (TD) 0.1 $636k -14% 11k 60.38
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Lowe's Companies (LOW) 0.1 $636k -2% 2.5k 254.72
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Blackrock Muniyield Fund (MYD) 0.1 $634k -2% 57k 11.06
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General Mills (GIS) 0.1 $632k -3% 9.0k 69.97
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $632k +37% 25k 25.78
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Shell Spon Ads (SHEL) 0.1 $622k 9.3k 67.04
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EOG Resources (EOG) 0.1 $619k -11% 4.8k 127.84
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Marathon Petroleum Corp (MPC) 0.1 $610k -26% 3.0k 201.50
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Micron Technology (MU) 0.1 $596k 5.1k 117.90
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Ishares Tr Mbs Etf (MBB) 0.1 $596k 6.4k 92.42
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Coupang Cl A (CPNG) 0.1 $593k +28% 33k 17.79
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News Corp Cl A (NWSA) 0.1 $589k +19% 23k 26.18
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Vanguard Index Fds Value Etf (VTV) 0.1 $589k +7% 3.6k 162.84
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $582k -24% 7.1k 81.78
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Ferrari Nv Ord (RACE) 0.1 $578k 1.3k 435.81
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Jd.com Spon Adr Cl A (JD) 0.1 $563k +18% 21k 27.39
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Amgen (AMGN) 0.1 $562k 2.0k 284.35
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Astrazeneca Sponsored Adr (AZN) 0.1 $562k +4% 8.3k 67.75
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Altria (MO) 0.1 $561k 13k 43.62
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Abbvie (ABBV) 0.1 $561k +5% 3.1k 182.10
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $551k +17% 7.6k 72.36
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Allegiant Travel Company (ALGT) 0.1 $548k +5% 7.3k 75.21
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Zoetis Cl A (ZTS) 0.1 $533k -3% 3.2k 169.19
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Kimberly-Clark Corporation (KMB) 0.1 $533k 4.1k 129.35
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Packaging Corporation of America (PKG) 0.1 $530k 2.8k 189.78
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Lululemon Athletica (LULU) 0.1 $529k +21% 1.4k 390.65
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Kyndryl Hldgs Common Stock (KD) 0.1 $523k -4% 24k 21.76
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Paypal Holdings (PYPL) 0.1 $516k NEW 7.7k 66.99
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Elastic N V Ord Shs (ESTC) 0.1 $509k 5.1k 100.24
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Bny Mellon Strategic Muns (LEO) 0.1 $508k -6% 83k 6.10
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Albemarle Corporation (ALB) 0.1 $508k +18% 3.9k 131.74
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $506k +16% 1.5k 346.61
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Warner Bros Discovery Com Ser A (WBD) 0.1 $502k +86% 58k 8.73
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $500k +393% 8.2k 60.74
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $498k -2% 952.00 523.10
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $496k +10% 17k 28.80
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Coca-Cola Company (KO) 0.1 $492k -2% 8.0k 61.18
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $490k 2.0k 249.86
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Linde SHS (LIN) 0.1 $489k +2% 1.1k 464.32
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Quantumscape Corp Com Cl A (QS) 0.1 $489k 78k 6.29
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Spdr Gold Tr Gold Shs (GLD) 0.1 $480k -3% 2.3k 205.72
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Bumble Com Cl A (BMBL) 0.1 $478k +84% 42k 11.35
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Genuine Parts Company (GPC) 0.1 $471k +3% 3.0k 154.93
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $469k +6% 8.6k 54.43
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Deere & Company (DE) 0.1 $462k 1.1k 410.74
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Toyota Motor Corp Ads (TM) 0.1 $459k +2% 1.8k 251.68
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Lincoln National Corporation (LNC) 0.1 $455k +4% 14k 31.93
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BorgWarner (BWA) 0.1 $451k -11% 13k 34.74
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Uber Technologies (UBER) 0.1 $446k 5.8k 76.99
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Ishares Tr Select Divid Etf (DVY) 0.1 $445k 3.6k 123.17
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Texas Instruments Incorporated (TXN) 0.1 $444k 2.5k 174.24
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FedEx Corporation (FDX) 0.1 $441k +4% 1.5k 289.70
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Hca Holdings (HCA) 0.1 $437k +35% 1.3k 333.53
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Vale S A Sponsored Ads (VALE) 0.1 $435k +2% 36k 12.19
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Marvell Technology (MRVL) 0.1 $431k -34% 6.1k 70.88
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Relx Sponsored Adr (RELX) 0.1 $426k 9.8k 43.29
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Consolidated Edison (ED) 0.1 $425k +6% 4.7k 90.81
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Pulte (PHM) 0.1 $423k +59% 3.5k 120.62
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Southern Copper Corporation (SCCO) 0.1 $421k 4.0k 106.52
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Nio Spon Ads (NIO) 0.1 $418k +41% 93k 4.50
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Skyworks Solutions (SWKS) 0.1 $418k 3.9k 108.32
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ConocoPhillips (COP) 0.1 $409k -4% 3.2k 127.28
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $408k +42% 976.00 417.91
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C3 Ai Cl A (AI) 0.1 $408k -16% 15k 27.07
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CSX Corporation (CSX) 0.1 $404k 11k 37.07
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Elanco Animal Health (ELAN) 0.1 $404k -10% 25k 16.28
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Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $403k 8.9k 45.31
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Parker-Hannifin Corporation (PH) 0.1 $402k NEW 724.00 555.79
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Rio Tinto Sponsored Adr (RIO) 0.1 $402k +6% 6.3k 63.74
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Autodesk (ADSK) 0.1 $401k 1.5k 260.42
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Honeywell International (HON) 0.1 $400k -18% 1.9k 205.25
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Global X Fds Global X Copper (COPX) 0.1 $397k +18% 9.3k 42.43
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Pdd Holdings Sponsored Ads (PDD) 0.1 $396k +77% 3.4k 116.25
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Darden Restaurants (DRI) 0.1 $395k 2.4k 167.15
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $390k 7.0k 55.80
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Ishares Tr Core Total Usd (IUSB) 0.1 $389k +23% 8.5k 45.59
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Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $385k +12% 21k 18.25
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Boston Scientific Corporation (BSX) 0.1 $385k +36% 5.6k 68.49
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American Express Company (AXP) 0.1 $384k -2% 1.7k 227.69
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Emerson Electric (EMR) 0.1 $382k +7% 3.4k 113.41
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Totalenergies Se Sponsored Ads (TTE) 0.1 $377k +5% 5.5k 68.83
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $375k +42% 4.0k 94.89
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Tidewater (TDW) 0.1 $368k +28% 4.0k 92.00
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Ralph Lauren Corp Cl A (RL) 0.1 $363k -13% 1.9k 187.76
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Principal Financial (PFG) 0.1 $361k -8% 4.2k 86.32
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The Beauty Health Company Com Cl A (SKIN) 0.1 $361k +14% 81k 4.44
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Uwm Holdings Corporation Com Cl A (UWMC) 0.1 $358k 49k 7.26
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Humana (HUM) 0.1 $355k +8% 1.0k 346.60
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BP Sponsored Adr (BP) 0.1 $352k +2% 9.3k 37.68
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Automatic Data Processing (ADP) 0.1 $352k +2% 1.4k 249.76
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BlackRock Inv. Quality Munic. Trust (BKN) 0.1 $351k 28k 12.41
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National Grid Sponsored Adr Ne (NGG) 0.1 $351k 5.1k 68.22
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $345k 8.4k 41.08
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Suncor Energy (SU) 0.1 $345k 9.3k 36.91
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $342k NEW 5.5k 62.34
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Workday Cl A (WDAY) 0.1 $340k 1.2k 272.75
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Realty Income (O) 0.1 $338k -4% 6.2k 54.10
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Kinder Morgan (KMI) 0.1 $338k +3% 18k 18.34
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $337k 2.9k 115.30
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Chipotle Mexican Grill (CMG) 0.1 $334k +9% 115.00 2906.77
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Planet Labs Pbc Com Cl A (PL) 0.1 $334k +9% 131k 2.55
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Sanofi Sponsored Adr (SNY) 0.1 $330k +3% 6.8k 48.60
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Cabot Oil & Gas Corporation (CTRA) 0.1 $328k +2% 12k 27.88
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S&p Global (SPGI) 0.1 $327k +52% 769.00 425.45
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Entergy Corporation (ETR) 0.1 $326k +46% 3.1k 105.68
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $326k +4% 5.4k 60.30
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IDEXX Laboratories (IDXX) 0.1 $325k -7% 602.00 539.93
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Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.1 $325k +4% 13k 25.70
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Phillips 66 (PSX) 0.1 $324k -6% 2.0k 163.38
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Williams Companies (WMB) 0.1 $322k +9% 8.3k 38.97
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Masimo Corporation (MASI) 0.1 $317k -2% 2.2k 146.85
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $312k -10% 23k 13.87
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Diageo Spon Adr New (DEO) 0.1 $311k 2.1k 148.74
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Ametek (AME) 0.1 $309k 1.7k 182.90
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Transocean Registered Shs (RIG) 0.1 $309k +56% 49k 6.28
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O'reilly Automotive (ORLY) 0.1 $308k NEW 273.00 1128.88
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Voc Energy Tr Tr Unit (VOC) 0.1 $307k +61% 51k 6.05
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International Paper Company (IP) 0.1 $306k +4% 7.8k 39.02
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Mosaic (MOS) 0.1 $306k +17% 9.4k 32.46
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Pioneer Natural Resources (PXD) 0.1 $306k +10% 1.2k 262.50
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Allstate Corporation (ALL) 0.1 $305k +25% 1.8k 173.01
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Aon Shs Cl A (AON) 0.1 $304k +6% 910.00 333.72
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Qorvo (QRVO) 0.1 $303k +11% 2.6k 114.83
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Intuit (INTU) 0.1 $299k 460.00 650.00
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Ishares Msci Jpn Etf New (EWJ) 0.1 $299k +6% 4.2k 71.35
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Sony Group Corp Sponsored Adr (SONY) 0.1 $295k 3.4k 85.74
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $294k 3.7k 80.51
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Expeditors International of Washington (EXPD) 0.1 $294k -7% 2.4k 121.57
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Vanguard World Inf Tech Etf (VGT) 0.1 $291k 555.00 524.34
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Ishares Tr Msci China Etf (MCHI) 0.1 $290k NEW 7.3k 39.73
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $287k NEW 1.4k 210.29
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $284k -4% 7.3k 38.74
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Nutrien (NTR) 0.1 $284k -7% 5.2k 54.31
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Magna Intl Inc cl a (MGA) 0.1 $281k +7% 5.2k 54.48
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $280k +4% 27k 10.23
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Thomson Reuters Corp. (TRI) 0.1 $280k -10% 1.8k 155.79
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Canadian Natl Ry (CNI) 0.1 $279k 2.1k 131.71
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Te Connectivity SHS (TEL) 0.0 $277k NEW 1.9k 145.24
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Paycom Software (PAYC) 0.0 $276k NEW 1.4k 199.01
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Bank Of Montreal Cadcom (BMO) 0.0 $274k -10% 2.8k 97.68
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Fidelity Covington Trust Divid Etf Risi (FDRR) 0.0 $272k 5.8k 46.55
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Incyte Corporation (INCY) 0.0 $271k +4% 4.8k 56.97
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Tandem Diabetes Care Com New (TNDM) 0.0 $271k -4% 7.7k 35.41
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $269k -3% 5.3k 50.60
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Cheniere Energy Com New (LNG) 0.0 $266k +5% 1.6k 161.32
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Kraneshares Trust Csi Chi Internet (KWEB) 0.0 $266k NEW 10k 26.25
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Alaska Air (ALK) 0.0 $264k 6.2k 42.99
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Kinross Gold Corp (KGC) 0.0 $264k +13% 43k 6.13
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3M Company (MMM) 0.0 $264k +5% 2.9k 91.06
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Nucor Corporation (NUE) 0.0 $262k -63% 1.3k 197.96
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Digitalocean Hldgs (DOCN) 0.0 $261k -3% 6.8k 38.18
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Ubs Group SHS (UBS) 0.0 $259k -18% 8.4k 30.72
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CVS Caremark Corporation (CVS) 0.0 $259k -86% 3.2k 79.76
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $257k 1.1k 228.60
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Vodafone Group Sponsored Adr (VOD) 0.0 $256k +10% 29k 8.90
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Vanguard World Mega Grwth Ind (MGK) 0.0 $253k 884.00 286.61
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BioMarin Pharmaceutical (BMRN) 0.0 $253k -4% 2.9k 87.34
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $252k NEW 3.0k 84.43
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Flowserve Corporation (FLS) 0.0 $248k NEW 5.4k 45.68
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Vici Pptys (VICI) 0.0 $248k 8.3k 29.79
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United Parcel Service CL B (UPS) 0.0 $246k +8% 1.7k 148.67
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Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) 0.0 $245k +12% 7.1k 34.35
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Select Sector Spdr Tr Indl (XLI) 0.0 $244k 1.9k 125.96
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $241k 1.3k 179.05
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Tenet Healthcare Corp Com New (THC) 0.0 $241k NEW 2.3k 105.11
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Kraft Heinz (KHC) 0.0 $238k -4% 6.5k 36.90
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Select Sector Spdr Tr Financial (XLF) 0.0 $236k 5.6k 42.12
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Canadian Pacific Kansas City (CP) 0.0 $235k +3% 2.7k 88.17
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $235k 3.2k 72.64
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Coca-cola Europacific Partne SHS (CCEP) 0.0 $235k +2% 3.4k 69.95
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Welltower Inc Com reit (WELL) 0.0 $234k NEW 2.5k 93.44
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $232k NEW 1.4k 164.35
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Illinois Tool Works (ITW) 0.0 $231k 859.00 268.34
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Paychex (PAYX) 0.0 $230k 1.9k 122.79
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Palo Alto Networks (PANW) 0.0 $225k -36% 792.00 284.13
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Interactive Brokers Group In Com Cl A (IBKR) 0.0 $224k NEW 2.0k 111.71
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $224k NEW 5.7k 39.36
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Teck Resources CL B (TECK) 0.0 $223k NEW 4.9k 45.78
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Nokia Corp Sponsored Adr (NOK) 0.0 $221k +10% 62k 3.54
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BlackRock Credit All Inc Trust IV (BTZ) 0.0 $220k -4% 21k 10.69
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $219k 12k 18.25
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Regeneron Pharmaceuticals (REGN) 0.0 $219k NEW 227.00 962.49
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Ishares Silver Tr Ishares (SLV) 0.0 $218k NEW 9.6k 22.75
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $217k 3.1k 70.88
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Cintas Corporation (CTAS) 0.0 $216k NEW 315.00 687.03
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Dow (DOW) 0.0 $215k 3.7k 57.94
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $214k NEW 179.00 1193.74
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Halliburton Company (HAL) 0.0 $211k NEW 5.4k 39.42
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Interpublic Group of Companies (IPG) 0.0 $211k NEW 6.5k 32.63
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $210k NEW 1.4k 147.68
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Kaiser Aluminum Corp Com Par $0.01 (KALU) 0.0 $210k NEW 2.4k 89.36
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Nike CL B (NKE) 0.0 $209k 2.2k 94.00
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $208k NEW 1.1k 186.81
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Newmont Mining Corporation (NEM) 0.0 $207k NEW 5.8k 35.84
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Cadence Design Systems (CDNS) 0.0 $207k NEW 664.00 311.28
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Morgan Stanley Com New (MS) 0.0 $206k NEW 2.2k 94.17
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Simpson Manufacturing (SSD) 0.0 $205k NEW 998.00 205.18
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Cloudflare Cl A Com (NET) 0.0 $205k NEW 2.1k 96.83
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Centene Corporation (CNC) 0.0 $202k NEW 2.6k 78.48
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Hess (HES) 0.0 $201k NEW 1.3k 152.64
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Barrick Gold Corp (GOLD) 0.0 $199k +3% 12k 16.64
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Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $195k 19k 10.25
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Cnh Indl N V SHS (CNHI) 0.0 $180k +25% 14k 12.96
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Orange Sponsored Adr (ORAN) 0.0 $178k +13% 15k 11.77
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Telefonica S A Sponsored Adr (TEF) 0.0 $175k +11% 40k 4.41
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Ouster Com New (OUST) 0.0 $170k +26% 21k 7.94
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Agnc Invt Corp Com reit (AGNC) 0.0 $160k -26% 16k 9.90
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Clough Global Opportunities Sh Ben Int (GLO) 0.0 $160k -14% 31k 5.08
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Rocket Lab Usa (RKLB) 0.0 $154k +35% 37k 4.11
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Navitas Semiconductor Corp-a (NVTS) 0.0 $153k +91% 32k 4.77
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Ase Technology Hldg Sponsored Ads (ASX) 0.0 $147k -5% 13k 10.99
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Fastly Cl A (FSLY) 0.0 $141k NEW 11k 12.97
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Telefonica Brasil Sa New Adr (VIV) 0.0 $120k 12k 10.07
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Female Health (VERU) 0.0 $120k NEW 171k 0.70
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BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $113k 14k 8.25
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Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $112k -3% 11k 10.33
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Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $104k 15k 7.19
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Pimco High Income Com Shs (PHK) 0.0 $102k 21k 4.94
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Ambev Sa Sponsored Adr (ABEV) 0.0 $92k +4% 37k 2.48
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Clough Global Equity Fund closed-end fund (GLQ) 0.0 $90k NEW 14k 6.51
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Vs Trust 2x Long Vix Futu (UVIX) 0.0 $88k NEW 10k 8.74
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Hello Group Ads (MOMO) 0.0 $86k +4% 14k 6.21
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Invesco Van Kampen Senior Income Trust (VVR) 0.0 $71k 17k 4.28
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Butterfly Network Com Cl A (BFLY) 0.0 $66k -2% 61k 1.08
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Matterport Com Cl A (MTTR) 0.0 $65k +94% 29k 2.26
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Diana Shipping (DSX) 0.0 $64k 22k 2.89
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Luminar Technologies Com Cl A (LAZR) 0.0 $41k +65% 21k 1.97
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Allianzgi Convertible & Income (NCV) 0.0 $37k 11k 3.34
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Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $30k 26k 1.16
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Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) 0.0 $22k NEW 24k 0.90
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Lendingtree Note 0.500% 7/1 (Principal) 0.0 $11k 12k 0.93
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Past Filings by 180 Wealth Advisors

SEC 13F filings are viewable for 180 Wealth Advisors going back to 2017

View all past filings