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InterOcean Capital Group

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

Top 5 stock holdings are SPY, AAPL, XLK, MSFT, AMZN, and represent 19.31% of InterOcean Capital Group's stock portfolio.
Added to shares of these 10 stocks: WMT (+$70M), IBTI (+$12M), IEFA (+$12M), IBTG (+$12M), VOO (+$10M), CVX (+$9.2M), CVS (+$9.0M), PJAN (+$8.5M), XOM (+$8.0M), GIS (+$7.8M).
Started 40 new stock positions in BSCO, EFV, ICSH, GFEB, ARBK, TJUL, C, JPIE, TRI, VCIT.
Reduced shares in these 10 stocks: NVDA (-$33M), MSFT (-$17M), SPGI (-$10M), QQQ (-$9.1M), PAUG (-$6.5M), MDLZ, XBI, QQQM, MAR, QCOM.
Sold out of its positions in BNGO, CARR, CLH, EW, LIT, HWBK, IDXX, CMDY, INFL, LULU. SPEU, XSD, SPHY, SCHZ, SONY, ULTA, VEA.
InterOcean Capital Group was a net buyer of stock by $195M.
InterOcean Capital Group has $4.2B in assets under management (AUM), dropping by 12.08%.
Central Index Key (CIK): 0001841616

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Portfolio Holdings for InterOcean Capital Group

InterOcean Capital Group holds 484 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
Spdr S&p 500 Etf Trust Etf (SPY)	4.6	$195M		372k	523.07	View chart
Apple Stock (AAPL)	4.3	$179M	+3%	1.0M	171.48	View chart
Technology Select Sector Spdr Fund Etf (XLK)	3.9	$164M		787k	208.27	View chart
Microsoft Corp Stock (MSFT)	3.4	$141M	-10%	335k	420.72	View chart
Amazon Stock (AMZN)	3.2	$133M		739k	180.38	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.9	$120M	+5%	286k	420.52	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.8	$119M	+5%	782k	152.26	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	2.7	$112M		757k	147.73	View chart
Jpmorgan Chase & Co Stock (JPM)	2.5	$105M		522k	200.30	View chart
Walmart Stock (WMT)	2.4	$103M	+211%	1.7M	60.17	View chart
Nvidia Corporation Stock (NVDA)	2.1	$87M	-27%	96k	903.56	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.9	$78M	+15%	162k	480.70	View chart
Caterpillar Stock (CAT)	1.8	$75M		205k	366.43	View chart
Exxon Mobil Corp Stock (XOM)	1.8	$74M	+12%	636k	116.24	View chart
Mastercard Incorporated Cl A Stock (MA)	1.7	$70M		146k	481.57	View chart
Procter And Gamble Stock (PG)	1.6	$69M	+7%	423k	162.25	View chart
Pepsico Stock (PEP)	1.6	$65M	+9%	373k	175.01	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.5	$65M	+12%	382k	169.37	View chart
Southern Stock (SO)	1.5	$64M	+9%	893k	71.74	View chart
S&p Global Stock (SPGI)	1.5	$63M	-13%	149k	425.45	View chart
Bank America Corp Stock (BAC)	1.2	$51M	+7%	1.4M	37.92	View chart
United Parcel Service Inc Cl B Stock (UPS)	1.1	$48M	+7%	320k	148.63	View chart
Johnson & Johnson Stock (JNJ)	1.1	$47M	+8%	296k	158.19	View chart
Disney Walt Stock (DIS)	1.1	$46M	+7%	380k	122.36	View chart
Honeywell Intl Stock (HON)	1.1	$46M	+7%	224k	205.25	View chart
Blackrock Stock (BLK)	1.1	$45M		54k	833.70	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	1.0	$44M	-10%	628k	70.00	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.0	$44M	+38%	587k	74.22	View chart
Mcdonalds Corp Stock (MCD)	1.0	$43M	-4%	153k	281.95	View chart
Chevron Corp Stock (CVX)	1.0	$43M	+27%	270k	157.74	View chart
Qualcomm Stock (QCOM)	1.0	$42M	-6%	245k	169.30	View chart
Phillips 66 Stock (PSX)	1.0	$41M	-4%	251k	163.34	View chart
Cisco Sys Stock (CSCO)	1.0	$41M	+14%	819k	49.91	View chart
Asml Holding N V N Y Registry Adr (ASML)	1.0	$41M	+13%	42k	970.47	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.8	$36M		1.5M	23.94	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.8	$35M	+6%	166k	210.30	View chart
Canadian Pacific Kansas City Stock (CP)	0.8	$34M	+15%	389k	88.17	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.8	$34M	+50%	1.5M	22.71	View chart
Csx Corp Stock (CSX)	0.8	$34M	-5%	922k	37.07	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.8	$33M	+23%	423k	77.31	View chart
Kellanova Stock (K)	0.7	$31M	+11%	546k	57.29	View chart
Fedex Corp Stock (FDX)	0.7	$30M	+3%	103k	289.74	View chart
Cvs Health Corp Stock (CVS)	0.7	$29M	+46%	359k	79.76	View chart
Ge Healthcare Technologies Stock (GEHC)	0.7	$29M	+32%	313k	90.91	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.6	$26M	+4%	364k	72.63	View chart
Goldman Sachs Group Stock (GS)	0.6	$26M	+3%	62k	417.69	View chart
Kinder Morgan Inc Del Stock (KMI)	0.6	$26M	+8%	1.4M	18.34	View chart
Starbucks Corp Stock (SBUX)	0.6	$25M		275k	91.39	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$24M	-9%	93k	259.90	View chart
Dupont De Nemours Stock (DD)	0.6	$24M	+5%	316k	76.67	View chart
Kenvue Stock (KVUE)	0.6	$24M	+23%	1.1M	21.46	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.5	$23M	+3%	922k	25.05	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.5	$22M	+123%	1.0M	21.93	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.5	$22M	-4%	238k	92.89	View chart
General Mls Stock (GIS)	0.5	$22M	+55%	314k	69.97	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.5	$21M		425k	49.55	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$20M	+8%	395k	51.60	View chart
Matador Res Stock (MTDR)	0.5	$20M		305k	66.77	View chart
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)	0.4	$18M	-3%	18M	1.00	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.4	$17M	+63%	229k	73.27	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$17M		110k	150.93	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.4	$16M	+4%	706k	23.23	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.4	$16M		267k	58.65	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$15M	+3%	159k	94.41	View chart
Sysco Corp Stock (SYY)	0.4	$15M	+7%	182k	81.18	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.3	$14M		172k	81.66	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.3	$14M	+15%	48k	288.03	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$14M	-3%	26k	525.74	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.3	$14M	+97%	119k	115.81	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.3	$14M	+3%	715k	19.21	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.3	$13M	+7%	228k	57.86	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.3	$13M	+14%	227k	57.57	View chart
Proshares Short S&p500 Etf (SH)	0.3	$13M	+2%	1.1M	11.86	View chart
Blackrock Short Duration Bond Etf Etf (NEAR)	0.3	$13M	+4%	255k	50.46	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.3	$13M	-16%	384k	33.36	View chart
Abbvie Stock (ABBV)	0.3	$13M		69k	182.10	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.3	$12M		217k	53.91	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.3	$11M	-3%	140k	81.78	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.3	$11M	+11%	322k	34.21	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.3	$11M	-28%	58k	182.69	View chart
Coca Cola Stock (KO)	0.3	$11M		172k	61.18	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$9.9M		119k	83.58	View chart
Vaneck Energy Income Etf Etf (EINC)	0.2	$9.9M	-10%	129k	76.85	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$9.5M		94k	101.41	View chart
Crh Plc Ord Stock (CRH)	0.2	$9.4M	+53%	109k	86.26	View chart
Duke Energy Corp Stock (DUK)	0.2	$9.3M	+75%	96k	96.71	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.2	$9.2M	+1218%	234k	39.11	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.2	$8.1M	-31%	32k	252.31	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$7.7M	-54%	17k	444.01	View chart
Abbott Labs Stock (ABT)	0.2	$7.7M	+2%	68k	113.66	View chart
Home Depot Stock (HD)	0.2	$7.6M		20k	383.60	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.2	$7.3M	-47%	207k	35.38	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$7.1M	+7%	168k	42.12	View chart
Conductor Global Equity Value Etf Etf (CGV)	0.2	$7.0M	+17%	530k	13.28	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$6.8M	-7%	14k	485.59	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$6.6M	+138%	19k	346.61	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$6.3M		10.00	634440.00	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.2	$6.3M		126k	50.10	View chart
Ge Aerospace Stock (GE)	0.1	$6.2M	-15%	35k	175.53	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.1	$6.1M	+2%	247k	24.81	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$6.0M	+13%	272k	22.16	View chart
Spdr Gold Shares Etf (GLD)	0.1	$5.9M	-2%	29k	205.72	View chart
Visa Inc Com Cl A Stock (V)	0.1	$5.7M	+27%	21k	279.08	View chart
Eli Lilly & Co Stock (LLY)	0.1	$5.3M	+3%	6.8k	777.91	View chart
Yum Brands Stock (YUM)	0.1	$5.3M	-2%	38k	138.65	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.1	$5.2M		138k	37.49	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$5.1M	-14%	163k	31.62	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$5.1M	+9%	67k	76.36	View chart
NVR Stock (NVR)	0.1	$4.9M		603.00	8099.96	View chart
Hershey Stock (HSY)	0.1	$4.9M	+52%	25k	194.50	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$4.8M	+49%	88k	54.24	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.1	$4.8M	+27%	130k	36.81	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$4.5M	NEW	56k	80.51	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$4.3M		17k	254.87	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$4.2M		34k	125.96	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$4.2M	-11%	68k	62.06	View chart
Costco Whsl Corp Stock (COST)	0.1	$4.2M	+12%	5.7k	732.68	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$4.1M	+3%	21k	191.88	View chart
Old Dominion Freight Line Stock (ODFL)	0.1	$3.9M	+223%	18k	219.31	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$3.8M	+6%	160k	23.85	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$3.8M	+32%	272k	13.87	View chart
Broadcom Stock (AVGO)	0.1	$3.7M	+8%	2.8k	1325.25	View chart
Kkr & Co Stock (KKR)	0.1	$3.7M		37k	100.58	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$3.7M	-3%	7.0k	524.37	View chart
Servicenow Stock (NOW)	0.1	$3.6M	-16%	4.8k	762.40	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$3.6M	-8%	86k	41.84	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$3.5M	-26%	70k	50.45	View chart
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB)	0.1	$3.3M		74k	45.27	View chart
Oneok Stock (OKE)	0.1	$3.3M	+3%	41k	80.17	View chart
Dow Stock (DOW)	0.1	$3.2M	+3%	55k	57.93	View chart
Wells Fargo Stock (WFC)	0.1	$2.9M	-6%	50k	57.96	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$2.9M		7.2k	397.76	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$2.8M		39k	72.34	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.1	$2.8M	-4%	86k	32.47	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$2.8M	+41%	32k	86.48	View chart
Tesla Stock (TSLA)	0.1	$2.8M		16k	175.79	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.1	$2.8M	-12%	80k	34.52	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$2.7M		20k	136.05	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.1	$2.7M	-5%	73k	36.50	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$2.6M	+2%	90k	29.18	View chart
Booking Holdings Stock (BKNG)	0.1	$2.6M	+2%	720.00	3627.88	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$2.6M	-41%	46k	56.17	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$2.5M	-17%	19k	137.22	View chart
Datadog Inc Cl A Stock (DDOG)	0.1	$2.5M		21k	123.60	View chart
Shockwave Med Stock	0.1	$2.5M	-40%	7.7k	325.63	View chart
Lam Research Corp Stock (LRCX)	0.1	$2.5M		2.6k	971.45	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.4M	-6%	4.1k	581.23	View chart
Pimco 1-5 Year Us Tips Index Exchange-traded Fund Pimco 1-5 Year U.s. Tips Etf (STPZ)	0.1	$2.3M		45k	51.50	View chart
Stryker Corporation Stock (SYK)	0.1	$2.2M		6.2k	357.88	View chart
Merck & Co Stock (MRK)	0.1	$2.1M	+16%	16k	131.95	View chart
Us Bancorp Del Stock (USB)	0.1	$2.1M		48k	44.70	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)	0.1	$2.1M	+44%	38k	55.97	View chart
International Business Machs Stock (IBM)	0.0	$2.1M	-37%	11k	190.97	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$2.1M		18k	115.35	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.0	$2.0M	-5%	54k	37.98	View chart
Invesco Currencyshares Swiss Franc Trust Etf (FXF)	0.0	$2.0M		21k	98.67	View chart
Adobe Stock (ADBE)	0.0	$2.0M	-41%	4.0k	504.60	View chart
Amgen Stock (AMGN)	0.0	$2.0M	+3%	7.1k	284.31	View chart
Vanguard Value Etf Etf (VTV)	0.0	$2.0M	-2%	12k	162.85	View chart
Ford Mtr Co Del Stock (F)	0.0	$1.9M	+218%	145k	13.28	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$1.8M		13k	131.24	View chart
Unitedhealth Group Stock (UNH)	0.0	$1.7M	-30%	3.4k	494.75	View chart
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT)	0.0	$1.7M		36k	47.57	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$1.7M	NEW	27k	63.17	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$1.7M	-2%	15k	115.30	View chart
Nucor Corp Stock (NUE)	0.0	$1.6M	+2%	8.2k	197.90	View chart
Ishares Gold Trust Etf (IAU)	0.0	$1.6M		38k	42.01	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$1.5M		20k	76.81	View chart
Philip Morris Intl Stock (PM)	0.0	$1.5M	+73%	17k	91.62	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$1.5M		32k	47.87	View chart
Nike Inc Cl B Stock (NKE)	0.0	$1.5M	+42%	16k	93.98	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$1.5M	+4%	18k	80.21	View chart
Advanced Micro Devices Stock (AMD)	0.0	$1.5M	+12%	8.0k	180.49	View chart
Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT)	0.0	$1.4M		49k	28.47	View chart
Oracle Corp Stock (ORCL)	0.0	$1.3M	-18%	11k	125.61	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$1.3M	+143%	4.4k	304.71	View chart
Crown Castle Reit (CCI)	0.0	$1.3M	+42%	13k	105.83	View chart
Netflix Stock (NFLX)	0.0	$1.3M	+20%	2.1k	607.33	View chart
Altria Group Stock (MO)	0.0	$1.3M	+34%	29k	43.62	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$1.3M	+197%	5.6k	225.92	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$1.3M	-2%	16k	81.43	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$1.3M		24k	52.55	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$1.2M	-79%	13k	94.89	View chart
Truist Finl Corp Stock (TFC)	0.0	$1.2M	-22%	32k	38.98	View chart
Salesforce Stock (CRM)	0.0	$1.2M	+18%	4.1k	301.18	View chart
Emerson Elec Stock (EMR)	0.0	$1.2M	+10%	11k	113.42	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC)	0.0	$1.2M		34k	35.26	View chart
Automatic Data Processing Stock (ADP)	0.0	$1.2M	+23%	4.8k	249.72	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$1.2M		14k	85.06	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$1.2M		14k	84.44	View chart
Union Pac Corp Stock (UNP)	0.0	$1.2M	-3%	4.8k	245.95	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$1.2M	-4%	3.4k	337.01	View chart
Intel Corp Stock (INTC)	0.0	$1.2M	+12%	26k	44.17	View chart
Eaton Corp Stock (ETN)	0.0	$1.2M		3.7k	312.68	View chart
Occidental Pete Corp Stock (OXY)	0.0	$1.1M	+59%	18k	64.99	View chart
Deere & Co Stock (DE)	0.0	$1.1M	+3%	2.8k	410.77	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.0	$1.1M		32k	35.55	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$1.1M		2.5k	454.90	View chart
Caretrust Reit Reit (CTRE)	0.0	$1.1M		46k	24.37	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$1.1M		4.5k	247.41	View chart
Illinois Tool Wks Stock (ITW)	0.0	$1.1M	+3%	4.1k	268.33	View chart
Bank Hawaii Corp Stock (BOH)	0.0	$1.1M	-14%	17k	62.39	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$1.1M	-10%	6.0k	179.11	View chart
Boeing Stock (BA)	0.0	$1.1M	+2%	5.5k	192.98	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$1.1M	+5%	17k	61.05	View chart
General Dynamics Corp Stock (GD)	0.0	$1.0M		3.6k	282.50	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$1.0M	-9%	9.8k	103.79	View chart
Phillips Edison & Co Reit (PECO)	0.0	$1.0M		28k	35.87	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$1.0M	-3%	2.9k	344.17	View chart
Rtx Corporation Stock (RTX)	0.0	$1.0M		10k	97.53	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$1.0M	-8%	5.5k	183.90	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.0	$1.0M	-59%	14k	72.33	View chart
Darden Restaurants Stock (DRI)	0.0	$989k	-5%	5.9k	167.15	View chart
Parker-hannifin Corp Stock (PH)	0.0	$974k		1.8k	555.79	View chart
Morgan Stanley Stock (MS)	0.0	$969k	-2%	10k	94.16	View chart
Southstate Corporation Stock (SSB)	0.0	$963k	-11%	11k	85.03	View chart
Hca Healthcare Stock (HCA)	0.0	$948k	-14%	2.8k	333.53	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$947k	+9%	30k	31.95	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$932k	NEW	17k	54.40	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$931k	+31%	4.1k	228.59	View chart
Conocophillips Stock (COP)	0.0	$929k	+7%	7.3k	127.28	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$915k	-19%	1.6k	556.40	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$913k	-25%	8.3k	110.51	View chart
Lowes Cos Stock (LOW)	0.0	$912k	+5%	3.6k	254.75	View chart
Ammo Stock (POWW)	0.0	$910k	+8%	331k	2.75	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$903k	+761%	15k	60.74	View chart
Commerce Bancshares Stock (CBSH)	0.0	$888k		17k	53.20	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$887k	+3%	5.5k	161.61	View chart
Uber Technologies Stock (UBER)	0.0	$873k	-9%	11k	76.99	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$872k		6.1k	142.58	View chart
Verizon Communications Stock (VZ)	0.0	$869k	+12%	21k	41.96	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.0	$860k		31k	28.08	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$849k	+13%	54k	15.73	View chart
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL)	0.0	$847k	NEW	32k	26.31	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$844k	-8%	16k	54.23	View chart
Target Corp Stock (TGT)	0.0	$839k	-13%	4.7k	177.19	View chart
Ishares Silver Trust Etf (SLV)	0.0	$838k		37k	22.75	View chart
Grainger W W Stock (GWW)	0.0	$836k	+3%	822.00	1017.30	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$829k	+14%	18k	47.46	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$821k		11k	73.15	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$783k	-10%	19k	41.77	View chart
Sealed Air Corp Stock (SEE)	0.0	$774k		21k	37.20	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.0	$774k	+263%	23k	34.16	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$771k	-2%	7.0k	110.50	View chart
Marathon Pete Corp Stock (MPC)	0.0	$757k	-18%	3.8k	201.50	View chart
Applied Matls Stock (AMAT)	0.0	$751k	+10%	3.6k	206.21	View chart
Innovator International Developed Power Buffer Etf - October Etf (IOCT)	0.0	$750k		26k	28.92	View chart
Innovator Equity Defined Protection Etf - 2 Yr To January 2026 Etf (AJAN)	0.0	$747k	NEW	30k	24.90	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.0	$740k	+16%	31k	23.80	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$739k	-7%	9.3k	79.86	View chart
Seacoast Bkg Corp Fla Stock (SBCF)	0.0	$736k	-6%	29k	25.39	View chart
Danaher Corporation Stock (DHR)	0.0	$732k	-21%	2.9k	249.72	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.0	$732k	+135%	27k	27.00	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$731k	+27%	1.7k	418.01	View chart
Texas Instrs Stock (TXN)	0.0	$727k	-11%	4.2k	174.21	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$722k	-2%	15k	49.24	View chart
Pfizer Stock (PFE)	0.0	$719k		26k	27.75	View chart
Enpro Stock (NPO)	0.0	$702k	+19%	4.2k	168.77	View chart
Valero Energy Corp Stock (VLO)	0.0	$700k	-2%	4.1k	170.71	View chart
Cdw Corp Stock (CDW)	0.0	$696k	-6%	2.7k	255.78	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$682k		3.6k	186.81	View chart
3M Stock (MMM)	0.0	$666k	+15%	6.3k	106.07	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$659k	+3%	2.1k	320.59	View chart
American Express Stock (AXP)	0.0	$656k	-11%	2.9k	227.69	View chart
Republic Svcs Stock (RSG)	0.0	$652k	+8%	3.4k	191.45	View chart
Pgim Global High Yield Fd Form Cef (GHY)	0.0	$651k		55k	11.96	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$646k	+15%	5.2k	124.17	View chart
Eog Res Stock (EOG)	0.0	$640k	+9%	5.0k	127.84	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$629k		8.8k	71.35	View chart
Aflac Stock (AFL)	0.0	$628k	+8%	7.3k	85.86	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$628k	+42%	216.00	2906.77	View chart
Tjx Cos Stock (TJX)	0.0	$627k	-9%	6.2k	101.43	View chart
Sap Se Adr (SAP)	0.0	$623k		3.2k	195.03	View chart
Nuveen Cr Strategies Income Cef (JQC)	0.0	$613k		110k	5.57	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$602k	+16%	5.7k	104.73	View chart
Gilead Sciences Stock (GILD)	0.0	$599k	-5%	8.2k	73.25	View chart
Innovator International Developed Power Buffer Etf - January Etf (IJAN)	0.0	$599k	NEW	19k	31.29	View chart
Proshares Ultrashort Euro Etf (EUO)	0.0	$598k		19k	30.96	View chart
Humana Stock (HUM)	0.0	$594k		1.7k	346.78	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.0	$588k		30k	19.42	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$577k	-2%	3.7k	154.93	View chart
Nikola Corp Stock (NKLA)	0.0	$575k		553k	1.04	View chart
Analog Devices Stock (ADI)	0.0	$564k	-7%	2.9k	197.79	View chart
Invesco Currencyshares British Pound Sterling Trust Etf (FXB)	0.0	$558k		4.6k	121.57	View chart
At&t Stock (T)	0.0	$555k	-2%	32k	17.60	View chart
Light & Wonder Stock (LNW)	0.0	$546k		5.4k	102.09	View chart
American Elec Pwr Stock (AEP)	0.0	$543k	+9%	6.3k	86.10	View chart
Travelers Companies Stock (TRV)	0.0	$531k		2.3k	230.14	View chart
Hubbell Stock (HUBB)	0.0	$531k	NEW	1.3k	415.13	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$530k		4.0k	131.92	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.0	$529k	-7%	15k	36.60	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$529k	-2%	2.5k	213.15	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$528k		5.1k	102.76	View chart
Intuit Stock (INTU)	0.0	$525k	-22%	808.00	650.00	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.0	$525k	-21%	7.8k	67.39	View chart
Colgate Palmolive Stock (CL)	0.0	$523k		5.8k	90.05	View chart
Arista Networks Stock (ANET)	0.0	$509k	+7%	1.8k	289.98	View chart
Nextera Energy Stock (NEE)	0.0	$506k	-4%	7.9k	63.91	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$506k	-29%	4.2k	120.98	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$506k		2.5k	205.98	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$498k	-8%	5.9k	84.09	View chart
Novo-nordisk A S Adr (NVO)	0.0	$497k	-4%	3.9k	128.40	View chart
Axon Enterprise Stock (AXON)	0.0	$491k	+47%	1.6k	312.88	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$488k	-17%	4.8k	100.70	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$482k	+6%	11k	43.35	View chart
The Cigna Group Stock (CI)	0.0	$481k		1.3k	363.19	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$476k	NEW	10k	45.56	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$473k	+5%	3.7k	129.35	View chart
Summit Matls Inc Cl A Stock (SUM)	0.0	$472k	+4%	11k	44.57	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$468k		2.8k	164.35	View chart
Barrick Gold Corp Stock (GOLD)	0.0	$464k		28k	16.64	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$463k	-64%	9.8k	47.44	View chart
Cleveland-cliffs Stock (CLF)	0.0	$462k	+4%	20k	22.74	View chart
Plymouth Indl Reit Reit (PLYM)	0.0	$455k	-5%	20k	22.50	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - October Etf (GOCT)	0.0	$455k		14k	33.43	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$445k		11k	41.87	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$436k	-25%	2.5k	175.28	View chart
Xylem Stock (XYL)	0.0	$434k		3.4k	129.24	View chart
Cme Group Stock (CME)	0.0	$433k	-6%	2.0k	215.29	View chart
Ppg Inds Stock (PPG)	0.0	$432k	-24%	3.0k	144.90	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$430k		7.2k	59.62	View chart
Wex Stock (WEX)	0.0	$426k		1.8k	237.53	View chart
Medtronic Stock (MDT)	0.0	$426k	+4%	4.9k	87.15	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.0	$424k		2.8k	154.17	View chart
Blackstone Stock (BX)	0.0	$422k		3.2k	131.37	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$419k	-8%	10k	41.08	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$418k	+21%	1.7k	250.04	View chart
Commercial Metals Stock (CMC)	0.0	$417k		7.1k	58.77	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$417k	+8%	5.1k	81.67	View chart
Ecolab Stock (ECL)	0.0	$417k	-5%	1.8k	230.90	View chart
Pgim High Yield Bond Fund Cef (ISD)	0.0	$416k		32k	12.99	View chart
Wk Kellogg Stock (KLG)	0.0	$414k	-81%	22k	18.80	View chart
Verisk Analytics Stock (VRSK)	0.0	$413k	-15%	1.8k	235.73	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.0	$412k		3.9k	105.80	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	0.0	$410k	NEW	12k	34.44	View chart
Palo Alto Networks Stock (PANW)	0.0	$405k	+7%	1.4k	284.13	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$402k		5.2k	77.17	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.0	$396k	-25%	12k	33.59	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL)	0.0	$395k	-14%	12k	33.87	View chart
Ameriprise Finl Stock (AMP)	0.0	$391k	+2%	891.00	438.35	View chart
Peakstone Realty Trust Common Shares Reit (PKST)	0.0	$387k		24k	16.13	View chart
Martin Marietta Matls Stock (MLM)	0.0	$387k		630.00	613.94	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$386k	-11%	2.1k	182.59	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$382k		5.0k	76.19	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.0	$378k	NEW	7.2k	52.53	View chart
Sempra Stock (SRE)	0.0	$374k	-6%	5.2k	71.83	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$374k	NEW	1.6k	239.76	View chart
Boston Scientific Corp Stock (BSX)	0.0	$373k		5.4k	68.49	View chart
GSK Adr (GSK)	0.0	$368k		8.6k	42.87	View chart
Canadian Natl Ry Stock (CNI)	0.0	$367k	-11%	2.8k	131.71	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$367k	-10%	3.2k	114.96	View chart
Clearbridge Mlp And Midstrm Cef (CEM)	0.0	$366k		8.0k	45.78	View chart
Air Prods & Chems Stock (APD)	0.0	$360k		1.5k	242.27	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$359k	NEW	11k	32.23	View chart
Quanta Svcs Stock (PWR)	0.0	$359k	-2%	1.4k	259.78	View chart
Kraft Heinz Stock (KHC)	0.0	$358k	-2%	9.7k	36.90	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$357k		5.4k	65.65	View chart
Marvell Technology Stock (MRVL)	0.0	$356k	-25%	5.0k	70.88	View chart
Innovator U.s. Equity Buffer Etf - April Etf (BAPR)	0.0	$354k		8.9k	40.04	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$353k	-9%	3.8k	91.80	View chart
Ft Vest U.s. Equity Moderate Buffer Etf -november Etf (GNOV)	0.0	$351k		11k	32.97	View chart
British Amern Tob Adr (BTI)	0.0	$348k		11k	30.50	View chart
Cambria Tail Risk Etf Etf (TAIL)	0.0	$347k		29k	12.12	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.0	$345k	NEW	7.1k	48.25	View chart
Totalenergies Se Adr (TTE)	0.0	$342k	+59%	5.0k	68.83	View chart
Linde Stock (LIN)	0.0	$339k	+12%	730.00	464.32	View chart
Innovator U.s. Small Cap Power Buffer Etf - April Etf (KAPR)	0.0	$337k	-23%	11k	31.16	View chart
Paypal Hldgs Stock (PYPL)	0.0	$336k	-48%	5.0k	66.99	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$335k	-29%	8.6k	39.02	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.0	$335k		4.0k	83.08	View chart
Corteva Stock (CTVA)	0.0	$334k	+9%	5.8k	57.67	View chart
Cadence Design System Stock (CDNS)	0.0	$334k	-10%	1.1k	311.28	View chart
Ebay Stock (EBAY)	0.0	$329k		6.2k	52.78	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$327k		4.5k	72.36	View chart
Ameren Corp Stock (AEE)	0.0	$326k		4.4k	73.96	View chart
Marriott Vacations Worldwide C Stock (VAC)	0.0	$326k		3.0k	107.73	View chart
Novartis Adr (NVS)	0.0	$325k		3.4k	96.73	View chart
American Tower Corp Reit (AMT)	0.0	$323k	-33%	1.6k	197.59	View chart
Autodesk Stock (ADSK)	0.0	$322k	-4%	1.2k	260.42	View chart
Micron Technology Stock (MU)	0.0	$322k		2.7k	117.91	View chart
Elevance Health Stock (ELV)	0.0	$319k		616.00	518.53	View chart
Capital One Finl Corp Stock (COF)	0.0	$318k	-13%	2.1k	148.89	View chart
Diageo Adr (DEO)	0.0	$311k	-12%	2.1k	148.74	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.0	$309k	+41%	8.7k	35.37	View chart
Metlife Stock (MET)	0.0	$308k	NEW	4.2k	74.11	View chart
Fastenal Stock (FAST)	0.0	$307k	+6%	4.0k	77.14	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.0	$306k	+48%	15k	20.43	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.0	$304k	NEW	6.1k	50.12	View chart
Resmed Stock (RMD)	0.0	$303k		1.5k	197.97	View chart
Sherwin Williams Stock (SHW)	0.0	$302k	-19%	870.00	347.35	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$297k	-11%	1.3k	224.97	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$293k		2.1k	140.51	View chart
Bhp Group Adr (BHP)	0.0	$293k	-31%	5.1k	57.69	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$289k	-22%	3.4k	85.88	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$287k	-29%	5.4k	53.34	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$284k		1.7k	171.98	View chart
Evercore Inc Class A Stock (EVR)	0.0	$283k		1.5k	192.59	View chart
Ryman Hospitality Pptys Reit (RHP)	0.0	$279k		2.4k	115.61	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$279k	-7%	4.9k	56.39	View chart
Astrazeneca Adr (AZN)	0.0	$278k	-2%	4.1k	67.75	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.0	$275k		2.2k	128.09	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$275k		16k	17.56	View chart
Citigroup Stock (C)	0.0	$273k	NEW	4.3k	63.24	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$272k	-20%	5.2k	52.16	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$271k		3.3k	81.54	View chart
Progressive Corp Stock (PGR)	0.0	$271k	-22%	1.3k	206.74	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$271k		2.7k	99.27	View chart
Acuity Brands Stock (AYI)	0.0	$269k	NEW	1.0k	268.73	View chart
Microchip Technology Stock (MCHP)	0.0	$262k	+3%	2.9k	89.71	View chart
Southern Copper Corp Stock (SCCO)	0.0	$260k	NEW	2.4k	106.51	View chart
Tractor Supply Stock (TSCO)	0.0	$257k	NEW	982.00	261.72	View chart
Dollar Gen Corp Stock (DG)	0.0	$252k	-12%	1.6k	156.08	View chart
Cencora Stock (COR)	0.0	$251k		1.0k	242.99	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$247k	-6%	517.00	478.49	View chart
Corning Stock (GLW)	0.0	$247k	-18%	7.5k	32.96	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$247k	-6%	996.00	247.54	View chart
Watsco Stock (WSO)	0.0	$246k	+5%	570.00	431.97	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$245k		6.8k	35.84	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.0	$245k	NEW	4.8k	50.74	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$244k	-24%	1.4k	169.21	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$244k	-4%	935.00	260.72	View chart
Fortune Brands Innovations Stock (FBIN)	0.0	$243k		2.9k	84.66	View chart
Pioneer Nat Res Stock	0.0	$243k	-25%	926.00	262.44	View chart
Xcel Energy Stock (XEL)	0.0	$242k	NEW	4.5k	53.75	View chart
Coterra Energy Stock (CTRA)	0.0	$239k		8.6k	27.88	View chart
Chubb Stock (CB)	0.0	$239k	-13%	922.00	259.13	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$236k	NEW	1.5k	155.84	View chart
Wec Energy Group Stock (WEC)	0.0	$234k		2.9k	82.12	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$233k	+2%	858.00	271.76	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$233k	-6%	4.6k	50.60	View chart
BP Adr (BP)	0.0	$233k	NEW	6.2k	37.68	View chart
HP Stock (HPQ)	0.0	$232k		7.7k	30.22	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.0	$229k	-2%	6.4k	35.91	View chart
First Trust Tactical High Yield Etf Etf (HYLS)	0.0	$228k	-45%	5.5k	41.23	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$228k	-10%	1.0k	224.82	View chart
Annaly Capital Management Reit (NLY)	0.0	$226k	NEW	12k	19.69	View chart
Digital Rlty Tr Reit (DLR)	0.0	$225k	-14%	1.6k	144.04	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$223k	-31%	2.8k	80.62	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$222k	NEW	1.4k	155.83	View chart
Eagle Point Credit Company Cef (ECC)	0.0	$220k		22k	10.11	View chart
General Mtrs Stock (GM)	0.0	$220k	-31%	4.8k	45.35	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.0	$219k	NEW	4.3k	50.56	View chart
Simon Ppty Group Reit (SPG)	0.0	$219k	NEW	1.4k	156.49	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.0	$219k	NEW	3.6k	60.28	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$219k	-53%	4.4k	49.70	View chart
Fortive Corp Stock (FTV)	0.0	$216k	-20%	2.5k	86.02	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$214k	NEW	1.6k	131.70	View chart
Alcon Ag Ord Stock (ALC)	0.0	$213k		2.6k	83.29	View chart
Dorchester Minerals Lp Com Unit Stock (DMLP)	0.0	$211k	NEW	6.3k	33.72	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.0	$211k	-29%	36k	5.93	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$210k	-19%	662.00	317.81	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$207k	-13%	8.2k	25.25	View chart
Welltower Reit (WELL)	0.0	$206k	-9%	2.2k	93.44	View chart
Discover Finl Svcs Stock (DFS)	0.0	$205k	NEW	1.6k	131.11	View chart
Ishares Bitcoin Trust Registered Etf (IBIT)	0.0	$205k	NEW	5.1k	40.47	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$205k	-30%	302.00	677.42	View chart
Enbridge Stock (ENB)	0.0	$203k	-13%	5.6k	36.18	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.0	$202k	NEW	9.6k	20.97	View chart
Deutsche Bank A G Namen Akt Stock (DB)	0.0	$201k		13k	15.77	View chart
Smucker J M Stock (SJM)	0.0	$200k	-15%	1.6k	125.87	View chart
Rpm Intl Stock (RPM)	0.0	$200k	NEW	1.7k	118.95	View chart
Jetblue Awys Corp Stock (JBLU)	0.0	$193k		26k	7.42	View chart
Doubleline Income Solutions Cef (DSL)	0.0	$178k		14k	12.70	View chart
Nuveen Floating Rate Income Cef (JFR)	0.0	$170k	NEW	20k	8.73	View chart
Invesco Sr Income Tr Cef (VVR)	0.0	$167k		39k	4.28	View chart
Deswell Inds Stock (DSWL)	0.0	$165k	-6%	74k	2.23	View chart
Sunrun Stock (RUN)	0.0	$158k		12k	13.18	View chart
Geron Corp Stock (GERN)	0.0	$139k		42k	3.30	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$133k		12k	11.07	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.0	$130k		13k	10.23	View chart
Lithium Amers Corp Stock (LAC)	0.0	$107k	-2%	16k	6.72	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$86k		10k	8.49	View chart
Lithium Americas Argentina Cor Stock (LAAC)	0.0	$86k		16k	5.39	View chart
Liberty All Star Equity Fd Sh Ben Int Cef (USA)	0.0	$84k	NEW	12k	7.15	View chart
Medical Pptys Trust Reit (MPW)	0.0	$78k		17k	4.70	View chart
Sirius Xm Holdings Stock (SIRI)	0.0	$60k		15k	3.88	View chart
Immix Biopharma Stock (IMMX)	0.0	$37k		12k	3.07	View chart
Argo Blockchain Plc Ads Adr (ARBK)	0.0	$23k	NEW	11k	2.17	View chart
Loop Media Stock (LPTV)	0.0	$15k		42k	0.37	View chart
Velo3d Stock	0.0	$14k	+51%	30k	0.46	View chart
Cheesecake Factory Inc 0.375 06/15/2026 Convertible	0.0	$13k	NEW	15k	0.89	View chart
Vaxart Stock (VXRT)	0.0	$13k		10k	1.30	View chart
Chefs Whse Inc 1.875 12/01/2024 Convertible	0.0	$10k	NEW	10k	1.03	View chart
Summit Hotel Pptys 1.5 02/15/2026 Convertible	0.0	$8.9k	NEW	10k	0.89	View chart

Past Filings by InterOcean Capital Group

SEC 13F filings are viewable for InterOcean Capital Group going back to 2020

InterOcean Capital Group 2024 Q1 filed May 13, 2024
InterOcean Capital Group 2023 Q4 filed Feb. 9, 2024
InterOcean Capital Group 2023 Q3 filed Nov. 14, 2023
InterOcean Capital Group 2023 Q2 filed Aug. 14, 2023
InterOcean Capital Group 2023 Q1 filed May 15, 2023
InterOcean Capital Group 2022 Q4 filed Feb. 8, 2023
InterOcean Capital Group 2022 Q3 filed Nov. 14, 2022
InterOcean Capital Group 2022 Q2 filed Aug. 15, 2022
InterOcean Capital Group 2022 Q1 filed May 11, 2022
InterOcean Capital Group 2021 Q4 filed Feb. 8, 2022
InterOcean Capital Group 2021 Q3 filed Nov. 8, 2021
InterOcean Capital Group 2021 Q2 filed Aug. 9, 2021
InterOcean Capital Group 2021 Q1 filed May 12, 2021
InterOcean Capital Group 2020 Q4 filed Feb. 16, 2021

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