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Carmel Capital Partners

Latest statistics and disclosures from Carmel Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are USFR, HD, LEN, PLTR, FLOT, and represent 44.95% of Carmel Capital Partners's stock portfolio.
Added to shares of these 10 stocks: USFR (+$9.8M), FLOT, IBTE, BSCQ, BSCS, BSCW, OXY, WOOF, STWD, AA.
Started 20 new stock positions in CARR, XAIR, Thomson Reuters Corp., MPWR, DECK, FDX, BOX, URGN, VTS, EDR. ULTA, CP, BWXT, SPSM, PKST, AIP, ANET, IBKR, CROX, CAG.
Reduced shares in these 10 stocks: BSJQ, BSJS, PSMT, PDO, IEP, BSJP, TRUP, COST, PLTR, SRLN.
Sold out of its positions in APD, BBN, BTT, BRSP, Canadian Pacific Railway, COF, ED, STZ, CMI, DAL.
Carmel Capital Partners was a net buyer of stock by $15M.
Carmel Capital Partners has $194M in assets under management (AUM), dropping by 14.74%.
Central Index Key (CIK): 0001900481

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Portfolio Holdings for Carmel Capital Partners

Carmel Capital Partners holds 429 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
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	19.2	$37M	+35%	740k	50.32	View chart
Home Depot Stock (HD)	14.3	$28M		89k	310.64	View chart
Lennar Corp Cl A Stock (LEN)	5.3	$10M		83k	125.31	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	3.7	$7.1M	-4%	466k	15.33	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	2.4	$4.7M	+359%	93k	50.82	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	2.1	$4.0M	+411%	168k	23.80	View chart
Lennar Corp Cl B Stock (LEN.B)	1.5	$2.8M	+8%	25k	112.98	View chart
Starwood Ppty Tr Reit (STWD)	1.1	$2.2M	+25%	115k	19.40	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	1.1	$2.1M	+55%	106k	20.12	View chart
Qualcomm Stock (QCOM)	1.0	$2.0M		17k	119.04	View chart
Blue Owl Capital Corporation Cef (ORCC)	1.0	$2.0M	+10%	148k	13.42	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.9	$1.8M	+82%	96k	18.95	View chart
Api Group Corp Com Stk Stock (APG)	0.9	$1.8M	+8%	65k	27.26	View chart
Oaktree Specialty Lending Corp Cef (OCSL)	0.9	$1.8M	+24%	91k	19.43	View chart
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC)	0.9	$1.8M	+10%	39k	45.58	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.9	$1.7M	+90%	88k	19.75	View chart
Apple Stock (AAPL)	0.9	$1.7M	-9%	8.9k	193.97	View chart
Brookfield Asset Mgmt Inc Com Voting Stock (BN)	0.9	$1.7M	+15%	50k	33.65	View chart
Oracle Corporation Stock (ORCL)	0.8	$1.6M	+13%	14k	119.09	View chart
Csx Corp Stock (CSX)	0.8	$1.6M		47k	34.10	View chart
Nike Inc Class B Stock (NKE)	0.8	$1.5M	-3%	14k	110.37	View chart
Occidental Pete Corp Stock (OXY)	0.8	$1.5M	+51%	26k	58.80	View chart
Applied Matls Stock (AMAT)	0.8	$1.5M	+6%	10k	144.54	View chart
Iqvia Hldgs Stock (IQV)	0.8	$1.5M	+23%	6.5k	224.77	View chart
Disney Walt Stock (DIS)	0.8	$1.5M	+4%	16k	89.28	View chart
Charles Schwab Corp Stock (SCHW)	0.8	$1.5M	+17%	26k	56.68	View chart
Apollo Global Mgmt Stock (APO)	0.7	$1.4M	+11%	19k	76.81	View chart
Alcoa Corp Stock (AA)	0.7	$1.4M	+44%	41k	33.93	View chart
Liberty Media Corp Series C Stock (FWONK)	0.7	$1.4M	+8%	18k	75.28	View chart
Brookfield Renewable Corp Cl A Sub Vtg Stock (BEPC)	0.7	$1.3M	+23%	43k	31.52	View chart
Micron Technology Stock (MU)	0.7	$1.3M	+9%	21k	63.11	View chart
Laboratory Corp Of America Stock (LH)	0.7	$1.3M	+11%	5.6k	241.33	View chart
Bristol-myers Squibb Stock (BMY)	0.7	$1.3M		21k	63.95	View chart
United Parcel Service Stock (UPS)	0.7	$1.3M	+6%	7.3k	179.25	View chart
Rockwell Automation Stock (ROK)	0.6	$1.2M	+12%	3.7k	329.44	View chart
Illumina Stock (ILMN)	0.6	$1.1M	+5%	6.0k	187.49	View chart
Intercontinental Exchange Stock (ICE)	0.6	$1.1M	+6%	9.9k	113.08	View chart
Ingersoll Rand Stock (IR)	0.6	$1.1M	+11%	17k	65.36	View chart
Discovery Hldg Stock (WBD)	0.6	$1.1M	+5%	86k	12.54	View chart
Tesla Stock (TSLA)	0.6	$1.1M		4.1k	261.77	View chart
Pricesmart Stock (PSMT)	0.5	$1.0M	-44%	14k	74.06	View chart
Vici Pptys Reit (VICI)	0.5	$1.0M		32k	31.43	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$999k		9.3k	107.25	View chart
Lkq Corp Stock (LKQ)	0.5	$976k	+11%	17k	58.27	View chart
Rpm Intl Stock (RPM)	0.5	$922k	+26%	10k	89.73	View chart
Crown Hldgs Stock (CCK)	0.5	$905k	+12%	10k	86.87	View chart
Blackstone Stock (BX)	0.5	$875k	-3%	9.4k	92.97	View chart
On Semiconductor Corp Stock (ON)	0.4	$860k	+4%	9.1k	94.58	View chart
Petco Health & Wellness Stock (WOOF)	0.4	$859k	+146%	97k	8.90	View chart
Baxter Intl Stock (BAX)	0.4	$832k	-3%	18k	45.56	View chart
Concentrix Corp Stock (CNXC)	0.4	$827k	+47%	10k	80.75	View chart
Agilent Tech Stock (A)	0.4	$823k	+18%	6.8k	120.26	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$820k	-22%	6.8k	120.97	View chart
Markel Group Stock (MKL)	0.4	$808k		584.00	1383.18	View chart
Carmax Stock (KMX)	0.4	$795k	-5%	9.5k	83.70	View chart
Dish Network Corporation 2.375 03/15/2024 Convertible	0.4	$773k		872k	0.89	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.4	$757k	+3%	15k	50.26	View chart
Digitalbridge Group Inc Cl A Stock (DBRG)	0.4	$743k	+21%	51k	14.71	View chart
Microsoft Stock (MSFT)	0.4	$735k	-14%	2.2k	340.48	View chart
RH Stock (RH)	0.4	$719k	+20%	2.2k	329.59	View chart
Spotify Technology S A Stock (SPOT)	0.3	$678k	+4%	4.2k	160.55	View chart
Amazon.com Stock (AMZN)	0.3	$667k	-15%	5.1k	130.36	View chart
Elanco Animal Health Stock (ELAN)	0.3	$640k	+25%	64k	10.06	View chart
Simon Ppty Group Reit (SPG)	0.3	$638k	+2%	5.5k	115.48	View chart
Docusign Stock (DOCU)	0.3	$635k	+113%	12k	51.09	View chart
Abbvie Stock (ABBV)	0.3	$560k		4.2k	134.73	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$535k		1.6k	341.00	View chart
Realty Income Corp Reit (O)	0.3	$485k	-4%	8.1k	59.79	View chart
Keurig Dr Pepper Stock (KDP)	0.2	$467k	+2%	15k	31.27	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$436k	+2%	946.00	460.38	View chart
W & T Offshore Stock (WTI)	0.2	$426k	+27%	110k	3.87	View chart
Nvidia Corporation Stock (NVDA)	0.2	$419k		991.00	423.19	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.2	$417k	+55%	13k	32.63	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$414k		1.4k	286.98	View chart
Jefferies Finl Group Stock (JEF)	0.2	$411k	-13%	12k	33.17	View chart
Chevron Corp Stock (CVX)	0.2	$403k	-3%	2.6k	157.35	View chart
Invesco Bulletshares 2023 High Yield Corporate Bond Etf Etf (BSJN)	0.2	$401k	-35%	17k	23.51	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$397k	+4%	7.6k	52.37	View chart
Mcdonalds Corp Stock (MCD)	0.2	$391k	+2%	1.3k	298.41	View chart
Extra Space Storage Reit (EXR)	0.2	$390k		2.6k	148.85	View chart
Cardinal Health Stock (CAH)	0.2	$382k	+2%	4.0k	94.57	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.2	$377k		6.5k	58.04	View chart
Merck & Co Stock (MRK)	0.2	$367k		3.2k	115.39	View chart
Costco Wholesale Corp Stock (COST)	0.2	$365k	-54%	678.00	538.38	View chart
Lululemon Athletica Stock (LULU)	0.2	$357k		943.00	378.50	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$354k	+2%	2.4k	145.44	View chart
Coca Cola Stock (KO)	0.2	$349k		5.8k	60.22	View chart
Blackrock Stock (BLK)	0.2	$348k	+3%	504.00	691.14	View chart
Abbott Labs Stock (ABT)	0.2	$342k	+3%	3.1k	109.02	View chart
Doordash Inc Cl A Stock (DASH)	0.2	$341k	+7%	4.5k	76.42	View chart
Restaurant Brands Intl Stock (QSR)	0.2	$324k	+3%	4.2k	77.52	View chart
Phillips Edison & Co Reit (PECO)	0.2	$317k		9.3k	34.08	View chart
Palo Alto Networks Stock (PANW)	0.2	$293k		1.1k	255.51	View chart
Walmart Stock (WMT)	0.1	$286k	+3%	1.8k	157.18	View chart
Brookfield Infrastructure Partners Lpisin Bmg162521014 Sedol B2nhy98 Stock (BIP)	0.1	$286k		7.8k	36.50	View chart
Lilly Eli & Co Stock (LLY)	0.1	$283k		603.00	468.98	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$280k		7.0k	40.03	View chart
Fs Kkr Cap Corp Cef (FSK)	0.1	$280k	+7%	15k	19.18	View chart
National Retail Properties Reit (NNN)	0.1	$279k	+5%	6.5k	42.79	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$269k		4.3k	62.01	View chart
Autozone Stock (AZO)	0.1	$269k		108.00	2493.36	View chart
Procter And Gamble Stock (PG)	0.1	$263k	+5%	1.7k	151.74	View chart
Aflac Stock (AFL)	0.1	$258k	+4%	3.7k	69.80	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$255k		4.1k	61.87	View chart
Texas Instrs Stock (TXN)	0.1	$254k	+5%	1.4k	180.02	View chart
Berkley W R Corp Stock (WRB)	0.1	$246k	-22%	4.1k	59.56	View chart
American Elec Pwr Stock (AEP)	0.1	$240k	+4%	2.8k	84.20	View chart
Visa Stock (V)	0.1	$219k	-32%	923.00	237.58	View chart
Brown & Brown Stock (BRO)	0.1	$218k		3.2k	68.84	View chart
Prologis Reit (PLD)	0.1	$217k		1.8k	122.63	View chart
Broadcom Stock (AVGO)	0.1	$211k	-50%	243.00	867.43	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$210k	-31%	460.00	455.80	View chart
Caterpillar Stock (CAT)	0.1	$208k	+6%	847.00	246.05	View chart
Johnson & Johnson Stock (JNJ)	0.1	$208k	-31%	1.3k	165.52	View chart
Nextera Energy Stock (NEE)	0.1	$208k	+10%	2.8k	74.20	View chart
American Express Stock (AXP)	0.1	$206k		1.2k	174.20	View chart
Medtronic Stock (MDT)	0.1	$202k	+317%	2.3k	88.10	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$202k	+6%	1.5k	138.06	View chart
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO)	0.1	$199k	-8%	8.9k	22.48	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.1	$191k		11k	18.02	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$189k		425.00	445.71	View chart
Packaging Corp Amer Stock (PKG)	0.1	$187k	+8756%	1.4k	132.16	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Etf (BSJP)	0.1	$186k	-71%	8.2k	22.55	View chart
Newmont Corp Stock (NEM)	0.1	$185k	+8%	4.3k	42.66	View chart
Goodrx Hldgs Inc Com Cl A Stock (GDRX)	0.1	$184k	+7%	33k	5.52	View chart
Conagra Brands Stock (CAG)	0.1	$182k	NEW	5.4k	33.72	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$181k	+7%	4.4k	41.55	View chart
Avalonbay Cmntys Reit (AVB)	0.1	$178k	+7%	941.00	189.27	View chart
Emerson Elec Stock (EMR)	0.1	$175k	+5%	1.9k	90.39	View chart
Technipfmc Stock (FTI)	0.1	$166k		10k	16.62	View chart
St Joe Stock (JOE)	0.1	$166k	+8%	3.4k	48.34	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$162k		2.3k	71.03	View chart
Ppl Corp Stock (PPL)	0.1	$161k	+9%	6.1k	26.46	View chart
Devon Energy Corp Stock (DVN)	0.1	$160k	+5%	3.3k	48.34	View chart
Equinix Reit (EQIX)	0.1	$158k	+3%	201.00	783.94	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$154k	NEW	4.0k	38.84	View chart
Welltower Reit (WELL)	0.1	$152k	+7%	1.9k	80.89	View chart
Howard Hughes Corp Stock (HHC)	0.1	$150k	+12%	1.9k	78.92	View chart
Lamar Advertising Co New Cl A Reit (LAMR)	0.1	$149k	+12%	1.5k	99.25	View chart
Cubesmart Reit (CUBE)	0.1	$144k	+8%	3.2k	44.66	View chart
Amcor Plc Ord Stock (AMCR)	0.1	$144k	+11%	14k	9.98	View chart
Google Stock (GOOGL)	0.1	$144k		1.2k	119.70	View chart
Digital Realty Trust Reit (DLR)	0.1	$143k	+15%	1.3k	113.87	View chart
Equity Lifestyle Pptys Reit (ELS)	0.1	$139k	+9%	2.1k	66.89	View chart
Southern Stock (SO)	0.1	$138k		2.0k	70.25	View chart
Agree Rlty Corp Reit (ADC)	0.1	$137k	+14%	2.1k	65.39	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.1	$136k	+13%	2.1k	65.97	View chart
Morgan Stanley Stock (MS)	0.1	$136k	-45%	1.6k	85.40	View chart
Cion Invt Corp Stock (CION)	0.1	$136k		13k	10.38	View chart
Diamondback Energy Stock (FANG)	0.1	$131k		1.0k	131.36	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$130k	+44%	1.2k	106.07	View chart
Walgreens Boots Alliance Stock (WBA)	0.1	$128k	+12%	4.5k	28.49	View chart
Union Pac Corp Stock (UNP)	0.1	$124k	-5%	604.00	204.49	View chart
Jbg Smith Pptys Reit (JBGS)	0.1	$119k	+23%	7.9k	15.04	View chart
Alexandria Real Estate Equities Reit (ARE)	0.1	$118k	+23%	1.0k	113.49	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$117k		1.1k	109.84	View chart
Crown Castle Reit (CCI)	0.1	$116k	+22%	1.0k	113.94	View chart
Sysco Corp Stock (SYY)	0.1	$116k		1.6k	74.20	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$116k	-53%	222.00	520.81	View chart
Transdigm Group Stock (TDG)	0.1	$112k		125.00	894.17	View chart
Lithia Mtrs Stock (LAD)	0.1	$110k		360.00	304.11	View chart
Goldman Sachs Group Stock (GS)	0.1	$109k		337.00	322.54	View chart
Kkr & Co Stock (KKR)	0.1	$108k		1.9k	56.00	View chart
Bwx Technologies Stock (BWXT)	0.1	$104k	NEW	1.5k	71.57	View chart
Doubleline Opportunistic Cr Cef (DBL)	0.1	$101k		7.0k	14.51	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$96k		235.00	407.28	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.0	$93k		8.0k	11.65	View chart
Activision Blizzard Stock (ATVI)	0.0	$93k	-53%	1.1k	84.30	View chart
Carlyle Group Stock (CG)	0.0	$91k	-2%	2.8k	31.95	View chart
Tpg Inc Com Cl A Stock (TPG)	0.0	$90k		3.1k	29.26	View chart
Danaher Corp Stock (DHR)	0.0	$89k		369.00	239.87	View chart
Pepsico Stock (PEP)	0.0	$88k		475.00	185.22	View chart
Ftai Aviation Stock (FTAI)	0.0	$88k		2.8k	31.66	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$85k		926.00	92.03	View chart
Salesforce.com Stock (CRM)	0.0	$85k	-43%	400.00	211.26	View chart
Synopsys Stock (SNPS)	0.0	$81k	-63%	187.00	435.41	View chart
Brookfield Business Corp Cl A Exc Sub Vtg Stock (BBUC)	0.0	$81k		4.3k	18.88	View chart
Canadian Pac Railway Stock (CP)	0.0	$81k	NEW	1.0k	80.77	View chart
Unitedhealth Group Stock (UNH)	0.0	$80k	-55%	166.00	480.64	View chart
Target Corp Stock (TGT)	0.0	$79k		598.00	131.90	View chart
Old Dominion Freight Lns With Stock Split Shares Stock (ODFL)	0.0	$78k		210.00	369.75	View chart
Box Inc Cl A Stock (BOX)	0.0	$76k	NEW	2.6k	29.38	View chart
Carrier Global Corporation Stock (CARR)	0.0	$75k	NEW	1.5k	49.71	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$73k		425.00	172.21	View chart
Service Now Stock (NOW)	0.0	$73k		130.00	561.97	View chart
S&p Global Stock (SPGI)	0.0	$72k		180.00	400.89	View chart
Chicago Mercantile Hldgs Stock (CME)	0.0	$71k		385.00	185.29	View chart
Tronox Holdings Stock (TROX)	0.0	$71k		5.6k	12.71	View chart
Credit Suisse X-links Gold Shares Covered Call Etn Etf (GLDI)	0.0	$70k		502.00	139.87	View chart
Cvs Health Corp Stock (CVS)	0.0	$66k	-34%	951.00	69.13	View chart
Intuitive Surgical Stock (ISRG)	0.0	$65k		189.00	341.94	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$64k		593.00	107.62	View chart
Iridium Communications Stock (IRDM)	0.0	$62k		1.0k	62.12	View chart
Fedex Corp Stock (FDX)	0.0	$62k	NEW	250.00	247.90	View chart
Uber Technologies Stock (UBER)	0.0	$61k		1.4k	43.17	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$60k		930.00	64.60	View chart
Vistra Corp Stock (VST)	0.0	$59k		2.3k	26.25	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$59k		602.00	97.95	View chart
Bluerock Homes Trust Inc Com Cl A Reit (BHM)	0.0	$58k	-4%	3.6k	16.14	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$58k	-27%	359.00	162.43	View chart
Peakstone Realty Trust Cl Aa Nsa Reit (PKST)	0.0	$57k	NEW	2.0k	27.92	View chart
Bank America Corp Stock (BAC)	0.0	$50k	-52%	1.8k	28.69	View chart
Perimeter Solutions Sa Stock (PRM)	0.0	$50k		8.1k	6.15	View chart
Estee Lauder Companies Stock (EL)	0.0	$49k		250.00	196.38	View chart
Allstate Corp Stock (ALL)	0.0	$47k		433.00	109.04	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$47k		591.00	79.00	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$47k		642.00	72.69	View chart
Eaton Corp Stock (ETN)	0.0	$47k	-71%	232.00	201.10	View chart
Wisdomtree U.s. High Dividend Fund Etf (DHS)	0.0	$47k		584.00	79.57	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$45k		880.00	50.57	View chart
Irhythm Technologies Stock (IRTC)	0.0	$44k	-7%	425.00	104.32	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$44k	-25%	100.00	443.28	View chart
Colgate Palmolive Stock (CL)	0.0	$43k		560.00	77.04	View chart
Oneok Stock (OKE)	0.0	$43k		692.00	61.72	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$43k		150.00	283.20	View chart
Potlatch Corp Reit (PCH)	0.0	$42k		800.00	52.87	View chart
Honeywell Intl Stock (HON)	0.0	$42k	-68%	200.00	207.50	View chart
Raytheon Technologies Corp Stock (RTX)	0.0	$41k	-19%	421.00	97.96	View chart
American Tower Corp Reit (AMT)	0.0	$41k	-54%	210.00	193.94	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$40k		233.00	173.42	View chart
Rollins Stock (ROL)	0.0	$39k		900.00	42.83	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.0	$37k		438.00	84.17	View chart
Mckesson Corp Stock (MCK)	0.0	$36k		85.00	427.31	View chart
Templeton Global Income Cef (GIM)	0.0	$35k		8.5k	4.14	View chart
Automatic Data Processing Stock (ADP)	0.0	$35k	-64%	159.00	219.79	View chart
Boeing Stock (BA)	0.0	$34k	-73%	160.00	211.16	View chart
Atlassian Corporation Cl A Stock (TEAM)	0.0	$34k		200.00	167.81	View chart
Vitesse Energy Stock (VTS)	0.0	$33k	NEW	1.5k	22.40	View chart
Corning Stock (GLW)	0.0	$32k		898.00	35.04	View chart
Garmin Stock (GRMN)	0.0	$31k		300.00	104.29	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$31k		394.00	78.35	View chart
Arteris Stock (AIP)	0.0	$31k	NEW	4.5k	6.82	View chart
Crescent Energy Stock (CRGY)	0.0	$29k		2.8k	10.42	View chart
Vanguard Value Etf Etf (VTV)	0.0	$29k	+156%	205.00	142.10	View chart
Purecycle Technologies Stock (PCT)	0.0	$29k	+285%	2.7k	10.69	View chart
Archer Daniels Midland Stock (ADM)	0.0	$29k	-79%	379.00	75.56	View chart
Contango Ore Stock (CTGO)	0.0	$29k	-2%	1.1k	25.48	View chart
Equifax Stock (EFX)	0.0	$27k		114.00	235.30	View chart
Cisco Sys Stock (CSCO)	0.0	$26k	-23%	511.00	51.74	View chart
General Electric Stock (GE)	0.0	$25k	-7%	231.00	109.85	View chart
Stag Indl Reit (STAG)	0.0	$25k		700.00	35.88	View chart
Pfizer Stock (PFE)	0.0	$24k	-80%	648.00	36.68	View chart
Genuine Parts Stock (GPC)	0.0	$24k		140.00	169.23	View chart
General Dynamics Corp Stock (GD)	0.0	$24k	-77%	110.00	215.15	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$22k		242.00	91.82	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$22k		331.00	66.66	View chart
Tal Education Group Adr (TAL)	0.0	$22k		3.6k	5.96	View chart
Brookfield Renewable Partners Partnership Unit Stock (BEP)	0.0	$22k		736.00	29.49	View chart
Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR)	0.0	$22k	-88%	1.0k	21.64	View chart
Beyond Air Stock (XAIR)	0.0	$21k	NEW	5.0k	4.26	View chart
Warby Parker Inc Cl A Stock (WRBY)	0.0	$21k		1.8k	11.69	View chart
Mastercard Stock (MA)	0.0	$20k	-82%	51.00	393.29	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.0	$20k		195.00	100.92	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.0	$20k		370.00	53.11	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$20k		200.00	97.60	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$19k		200.00	96.98	View chart
Chubb Stock (CB)	0.0	$19k		100.00	192.56	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$19k		840.00	22.74	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$18k		400.00	45.41	View chart
Spdr Gold Etf Etf (GLD)	0.0	$18k		100.00	178.27	View chart
Darden Restaurants Stock (DRI)	0.0	$18k		105.00	167.08	View chart
Kla Corp Stock (KLAC)	0.0	$18k		36.00	485.03	View chart
Intel Corp Stock (INTC)	0.0	$17k		500.00	33.44	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$16k	-87%	52.00	308.58	View chart
Nuveen Ca Qualty Mun Income Cef (NAC)	0.0	$16k		1.4k	10.92	View chart
Xcel Energy Stock (XEL)	0.0	$16k		250.00	62.17	View chart
Metlife Stock (MET)	0.0	$15k	-87%	261.00	56.53	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int Cef (GGN)	0.0	$14k		3.8k	3.74	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$14k		50.00	275.18	View chart
Booking Holdings Stock (BKNG)	0.0	$14k		5.00	2700.40	View chart
Wec Energy Group Stock (WEC)	0.0	$13k		150.00	88.24	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$13k		718.00	18.40	View chart
Illinois Tool Wks Stock (ITW)	0.0	$13k	-41%	50.00	250.16	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$12k		160.00	77.22	View chart
Virtus Dividend Interest & Pr Cef (NFJ)	0.0	$12k		1.0k	12.21	View chart
Duke Energy Corp Stock (DUK)	0.0	$12k	-86%	130.00	89.74	View chart
National Fuel Gas Stock (NFG)	0.0	$11k		220.00	51.36	View chart
Starbucks Corp Stock (SBUX)	0.0	$11k		114.00	99.06	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$11k		92.00	122.58	View chart
Altria Group Stock (MO)	0.0	$11k	-43%	245.00	45.30	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$11k		15.00	724.73	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$11k		5.00	2139.00	View chart
Wells Fargo Stock (WFC)	0.0	$11k	-20%	250.00	42.68	View chart
Wynn Resorts Stock (WYNN)	0.0	$11k		100.00	105.61	View chart
Ftai Infrastructure Stock (FIP)	0.0	$10k		2.8k	3.69	View chart
Uniti Group Reit (UNIT)	0.0	$10k		2.2k	4.62	View chart
Western Digital Corp. 1.5 02/01/2024 Convertible	0.0	$9.7k		10k	0.97	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$9.5k		42.00	225.88	View chart
Chesapeake Energy Corp Stock (CHK)	0.0	$9.2k		110.00	83.68	View chart
Lam Research Corp Stock (LRCX)	0.0	$9.0k		14.00	642.86	View chart
Netflix Stock (NFLX)	0.0	$9.0k	+11%	20.00	449.30	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$8.9k		387.00	22.90	View chart
Advanced Micro Devices Stock (AMD)	0.0	$8.8k		77.00	114.51	View chart
Sun Life Financial Stock (SLF)	0.0	$8.7k		167.00	52.12	View chart
Elevance Health Stock (ELV)	0.0	$8.4k	-90%	19.00	444.32	View chart
Cbre Group Inc A Stock (CBRE)	0.0	$7.8k		97.00	80.71	View chart
Apollo Tactical Income Cef (AIF)	0.0	$7.6k		600.00	12.69	View chart
Four Corners Ppty Tr Reit (FCPT)	0.0	$7.6k	-11%	298.00	25.40	View chart
Invesco Solar Etf Etf (TAN)	0.0	$7.1k		100.00	71.42	View chart
Viasat Stock (VSAT)	0.0	$7.1k	-43%	173.00	41.26	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.0	$7.1k		44.00	161.84	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$6.9k		100.00	69.35	View chart
Munivest Cef (MVF)	0.0	$6.7k		1.0k	6.73	View chart
Block Inc Cl A Stock (SQ)	0.0	$6.7k		101.00	66.57	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$6.6k		194.00	34.09	View chart
Amgen Stock (AMGN)	0.0	$6.4k		29.00	222.03	View chart
BP Adr (BP)	0.0	$6.4k		182.00	35.29	View chart
Maxlinear Stock (MXL)	0.0	$6.3k		200.00	31.56	View chart
Fiserv Stock (FI)	0.0	$6.3k		50.00	126.16	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$6.2k	-7%	76.00	81.24	View chart
HP Stock (HPQ)	0.0	$6.1k		200.00	30.71	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$6.1k		37.00	165.62	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$6.0k	-71%	60.00	100.78	View chart
Robert Half Stock (RHI)	0.0	$5.9k		78.00	75.22	View chart
Green Brick Partners Stock (GRBK)	0.0	$5.7k		100.00	56.80	View chart
Conocophillips Stock (COP)	0.0	$5.6k		54.00	103.61	View chart
Yum! Brands Stock (YUM)	0.0	$5.5k		40.00	138.55	View chart
Eastman Chem Stock (EMN)	0.0	$5.5k		66.00	83.73	View chart
Ishares Gold Trust Etf (IAU)	0.0	$5.4k		148.00	36.39	View chart
Cadence Design System Stock (CDNS)	0.0	$5.2k		22.00	234.50	View chart
Ark Fintech Innovation Etf Etf (ARKF)	0.0	$5.1k		242.00	20.91	View chart
Schrodinger Stock (SDGR)	0.0	$5.0k	-92%	100.00	49.92	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$5.0k		229.00	21.77	View chart
Appian Corp Cl A Stock (APPN)	0.0	$4.8k		100.00	47.60	View chart
General Mills Stock (GIS)	0.0	$4.7k	-96%	61.00	76.70	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$4.5k		16.00	282.94	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$4.4k		10.00	442.20	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$4.4k		30.00	145.60	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$4.1k		14.00	294.07	View chart
Astrotech Corp Stock (ASTC)	0.0	$3.9k		273.00	14.16	View chart
Source Cap Cef (SOR)	0.0	$3.8k		100.00	38.32	View chart
Southwest Airls Stock (LUV)	0.0	$3.8k		105.00	36.21	View chart
Credit Suisse X-links Silver Shares Covered Call Etn Etf	0.0	$3.7k		50.00	73.40	View chart
Adobe Systems Incorporated Stock (ADBE)	0.0	$3.6k	-95%	7.00	517.00	View chart
Dow Stock (DOW)	0.0	$3.5k	-95%	66.00	53.26	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$3.4k		35.00	96.06	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$3.4k		200.00	16.80	View chart
Keysight Technologies Stock (KEYS)	0.0	$3.2k		19.00	167.47	View chart
Coeur Mng Stock (CDE)	0.0	$3.1k		1.1k	2.84	View chart
Lattice Semiconductor Corp Stock (LSCC)	0.0	$3.1k	+28%	32.00	96.06	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$3.0k		101.00	29.90	View chart
Boston Scientific Corp Stock (BSX)	0.0	$3.0k		55.00	54.09	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$3.0k		13.00	227.62	View chart
Lowes Cos Stock (LOW)	0.0	$2.9k	-93%	13.00	225.69	View chart
Analog Devices Stock (ADI)	0.0	$2.9k		15.00	194.80	View chart
Crocs Stock (CROX)	0.0	$2.8k	NEW	25.00	112.44	View chart
Parker-hannifin Corp Stock (PH)	0.0	$2.7k		7.00	390.00	View chart
Freeport Mcmoran Copper Stock (FCX)	0.0	$2.7k		68.00	40.00	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$2.7k	NEW	5.00	540.20	View chart
United Rentals Stock (URI)	0.0	$2.7k		6.00	445.33	View chart
Deckers Outdoor Stock (DECK)	0.0	$2.6k	NEW	5.00	527.60	View chart
Thomson Reuters Corp Stock	0.0	$2.6k	NEW	19.00	134.95	View chart
Paypal Hldgs Stock (PYPL)	0.0	$2.5k		38.00	67.08	View chart
Ulta Beauty Stock (ULTA)	0.0	$2.4k	NEW	5.00	470.60	View chart
Dexcom Stock (DXCM)	0.0	$2.3k		18.00	128.50	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$2.3k		100.00	22.88	View chart
Yum China Hldgs Stock (YUMC)	0.0	$2.3k		40.00	56.50	View chart
Western Alliance Bancorp Stock (WAL)	0.0	$2.2k		60.00	36.47	View chart
Splunk Stock (SPLK)	0.0	$2.1k		20.00	106.10	View chart