Daniel L. Goodwin

Latest statistics and disclosures from Goodwin Daniel L's latest quarterly 13F-HR filing:

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Portfolio Holdings for Goodwin Daniel L

Goodwin Daniel L holds 91 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kite Rlty Group Tr Com New (KRG) 54.7 $108M 5.1M 21.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.3 $8.4M -10% 22k 382.43
UnitedHealth (UNH) 2.7 $5.4M +4% 10k 530.18
JPMorgan Chase & Co. (JPM) 1.9 $3.8M 29k 134.10
Alphabet Cap Stk Cl C (GOOG) 1.7 $3.3M 38k 88.73
Qualcomm (QCOM) 1.7 $3.3M 30k 109.94
Nuveen Insd Dividend Advantage (NVG) 1.6 $3.2M +3% 262k 12.14
Marathon Petroleum Corp (MPC) 1.5 $2.9M 25k 116.39
Amazon (AMZN) 1.4 $2.8M -18% 34k 84.00
Goldman Sachs (GS) 1.2 $2.4M +5% 7.1k 343.38
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.2 $2.3M +8% 7.0k 331.33
Microsoft Corporation (MSFT) 1.0 $2.1M 8.6k 239.82
Apartment Income Reit Corp (AIRC) 1.0 $1.9M 57k 34.31
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 1.0 $1.9M 1.6k 1160.00

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Morgan Stanley Com New (MS) 0.9 $1.9M 22k 85.02
Apple (AAPL) 0.9 $1.8M +3% 14k 129.93
Medical Properties Trust (MPW) 0.9 $1.7M 157k 11.14
Nuveen Insured Tax-Free Adv Munici (NEA) 0.9 $1.7M +5% 152k 11.37
Equity Residential Sh Ben Int (EQR) 0.9 $1.7M 29k 59.00
Nuveen Div. Advantage Muni. Fund (NAD) 0.7 $1.4M +8% 121k 11.80
Palo Alto Networks (PANW) 0.7 $1.4M +11% 10k 139.54
Invesco Insured Municipal Income Trust (IIM) 0.7 $1.4M +3% 113k 12.05
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.7 $1.3M +39% 111k 12.08
BlackRock MuniHoldings Fund (MHD) 0.6 $1.2M +11% 101k 12.14
Blackrock Muniyield Insured Fund (MYI) 0.6 $1.1M +4% 100k 11.21
Inventrust Pptys Corp Com New (IVT) 0.6 $1.1M 46k 23.67
Wells Fargo & Company (WFC) 0.5 $1.1M 26k 41.29
Ventas (VTR) 0.5 $901k 20k 45.05
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.4 $821k 40k 20.69
NVIDIA Corporation (NVDA) 0.4 $818k -54% 5.6k 146.14
Costco Wholesale Corporation (COST) 0.4 $806k +135% 1.8k 456.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $799k +17% 3.0k 266.28
Lowe's Companies (LOW) 0.4 $757k +9% 3.8k 199.24
Blackstone Group Inc Com Cl A (BX) 0.4 $749k +10% 10k 74.19
Universal Health Rlty Income Sh Ben Int (UHT) 0.4 $745k 16k 47.73
Xenia Hotels & Resorts (XHR) 0.4 $741k 56k 13.18
CVS Caremark Corporation (CVS) 0.4 $699k +10% 7.5k 93.19
Eaton Vance Municipal Bond Fund (EIM) 0.3 $690k +9% 66k 10.39
ConocoPhillips (COP) 0.3 $673k 5.7k 118.00
Starbucks Corporation (SBUX) 0.3 $645k +18% 6.5k 99.20
Bny Mellon Strategic Muns (LEO) 0.3 $636k +18% 104k 6.11
Netflix (NFLX) 0.3 $619k 2.1k 294.88
Putnam Managed Municipal Income Trust (PMM) 0.3 $604k +2% 96k 6.28
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.3 $563k 52k 10.85
Deere & Company (DE) 0.3 $553k +18% 1.3k 428.76
BlackRock Insured Municipal Income Trust (BYM) 0.3 $539k +9% 48k 11.35
Verizon Communications (VZ) 0.3 $538k +37% 14k 39.40
Greystone Housing Impact Inv Ben Unit Ctf (GHI) 0.3 $527k +11% 30k 17.40
AvalonBay Communities (AVB) 0.3 $522k 3.2k 161.52
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.3 $503k +16% 51k 9.87
Tesla Motors (TSLA) 0.2 $471k +27% 3.8k 123.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $463k +25% 1.5k 308.90
One Liberty Properties (OLP) 0.2 $437k 20k 22.22
Omega Healthcare Investors (OHI) 0.2 $436k 16k 27.95
Southern Company (SO) 0.2 $403k +3% 5.6k 71.41
Mainstay Definedterm Mn Opp (MMD) 0.2 $365k +96% 23k 16.06
Proshares Tr Russ 2000 Divd (SMDV) 0.2 $353k 5.8k 61.37
Meta Platforms Cl A (META) 0.2 $339k -38% 2.8k 120.34
Crown Castle Intl (CCI) 0.2 $339k 2.5k 135.64
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.2 $337k +9% 30k 11.33
Science App Int'l (SAIC) 0.2 $311k -9% 2.8k 110.93
Alexandria Real Estate Equities (ARE) 0.2 $307k +4% 2.1k 145.67
Diamondback Energy (FANG) 0.2 $301k +22% 2.2k 136.78
Realty Income (O) 0.1 $295k 4.7k 63.43
Nuveen (NMCO) 0.1 $283k +21% 26k 10.99
Rithm Capital Corp Com New (RITM) 0.1 $273k -2% 33k 8.17
BlackRock MuniVest Fund (MVF) 0.1 $272k 39k 7.01
Oaktree Specialty Lending Corp (OCSL) 0.1 $270k +6% 39k 6.87
Nike CL B (NKE) 0.1 $269k NEW 2.3k 117.01
McKesson Corporation (MCK) 0.1 $263k 700.00 375.12
Cisco Systems (CSCO) 0.1 $262k -15% 5.5k 47.64
Wal-Mart Stores (WMT) 0.1 $261k NEW 1.8k 141.79
Norfolk Southern (NSC) 0.1 $259k NEW 1.1k 246.42
Eli Lilly & Co. (LLY) 0.1 $256k 700.00 365.84
Coca-Cola Company (KO) 0.1 $254k NEW 4.0k 63.61
Blackrock Muniyield Quality Fund II (MQT) 0.1 $250k +13% 25k 10.22
Caterpillar (CAT) 0.1 $249k NEW 1.0k 239.56
Constellation Brands Cl A (STZ) 0.1 $245k 1.1k 231.75
American Intl Group Com New (AIG) 0.1 $237k NEW 3.8k 63.24
Blackrock Muniholdings Insured Fund II (MUE) 0.1 $228k 23k 9.95
Blackrock Tcp Cap Corp (TCPC) 0.1 $227k +9% 18k 12.94
Vmware Cl A Com (VMW) 0.1 $209k NEW 1.7k 122.76
Intercontinental Exchange (ICE) 0.1 $205k NEW 2.0k 102.59
CSX Corporation (CSX) 0.1 $205k NEW 6.6k 30.98
Goldman Sachs Bdc SHS (GSBD) 0.1 $201k +7% 15k 13.72
Pioneer Municipal High Incom Com Shs (MHI) 0.1 $187k +9% 22k 8.58
Nuveen Mun High Income Opp F (NMZ) 0.1 $183k +24% 18k 10.34
Kkr Real Estate Finance Trust (KREF) 0.1 $147k 11k 13.96
Vodafone Group Sponsored Adr (VOD) 0.1 $110k -21% 11k 10.12
Pioneer Municipal High Income Advantage (MAV) 0.0 $89k 11k 8.10
Bny Mellon Mun Income (DMF) 0.0 $82k 13k 6.26

Past Filings by Goodwin Daniel L

SEC 13F filings are viewable for Goodwin Daniel L going back to 2010

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