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Noble Wealth Management PBC

Latest statistics and disclosures from Noble Wealth Management PBC's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, FIGB, BUFR, IJR, PDEC, and represent 12.72% of Noble Wealth Management PBC's stock portfolio.
Added to shares of these 10 stocks: AAPL, PDEC, FENI, PAXS, PFEB, BANX, BRW, DMA, MUA, XSMO.
Started 60 new stock positions in TWLO, RBUF, GDO, KDEC, FTNT, BTX, OKLO, QBTS, IJUN, PFFD.
Reduced shares in these 10 stocks: FSCO, PDI, JEPI, BMN, ICSH, TSLA, NMZ, IVV, VLUE, PDX.
Sold out of its positions in MPV, Blackrock Muni Intermediate Drtn Fnd, BSL, CLX, FDVV, FBND, FNF, FT, COPX, VPV. DVYE, IJT, JMUB, JMST, JCPB, JPST, LOW, NVO, JPC, SOLV, MMM.
Noble Wealth Management PBC was a net buyer of stock by $3.9M.
Noble Wealth Management PBC has $146M in assets under management (AUM), dropping by 1.51%.
Central Index Key (CIK): 0002055065

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Portfolio Holdings for Noble Wealth Management PBC

Noble Wealth Management PBC holds 498 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.6	$5.2M	+191%	24k	222.13	View chart
Fidelity Investment Grade Bond Etf Etf (FIGB)	2.4	$3.5M	-10%	81k	43.00	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	2.3	$3.4M		116k	29.69	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.3	$3.4M	-4%	32k	104.57	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	2.1	$3.1M	+18321%	83k	37.60	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	2.1	$3.1M	+19%	49k	62.75	View chart
Fidelity Enhanced Mid Cap Etf Etf (FMDE)	2.1	$3.1M	+4%	98k	31.34	View chart
Spdr Gold Shares Etf (GLD)	2.1	$3.0M		11k	288.14	View chart
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)	2.0	$3.0M	-10%	39k	76.04	View chart
Flaherty & Crumrine Total Retu Cef (FLC)	1.9	$2.7M	+9%	161k	16.78	View chart
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)	1.8	$2.6M		194k	13.48	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	1.8	$2.6M	-4%	74k	35.17	View chart
Pimco Income Strategy Fd Ii Cef (PFN)	1.7	$2.4M	-2%	322k	7.54	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.6	$2.4M	-10%	5.1k	468.92	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)	1.6	$2.3M		104k	22.06	View chart
Pimco Dynamic Income Cef (PDI)	1.6	$2.3M	-38%	115k	19.80	View chart
Fidelity Enhanced International Etf Etf (FENI)	1.5	$2.1M	+121%	72k	29.76	View chart
Ft Vest U.s. Equity Moderate Buffer Etf -november Etf (GNOV)	1.5	$2.1M	-2%	62k	34.29	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.4	$2.1M	+3%	36k	58.35	View chart
Vanguard Real Estate Etf Etf (VNQ)	1.4	$2.1M	+7%	23k	90.54	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.4	$2.0M	-2%	12k	173.23	View chart
Brookfield Real Assets Income Shs Ben Int Cef (RA)	1.4	$2.0M	+7%	150k	13.16	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	1.2	$1.8M	-6%	14k	128.84	View chart
Ft Vest U.s. Equity Equal Weight Buffer Etf - June Etf (RSJN)	1.2	$1.7M	-3%	53k	31.69	View chart
Pimco High Income Cef (PHK)	1.1	$1.6M	+3%	330k	4.89	View chart
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)	1.1	$1.6M	+7%	53k	29.71	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	1.0	$1.5M	-3%	57k	26.35	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.0	$1.5M		18k	81.73	View chart
Amazon Stock (AMZN)	1.0	$1.4M	+42%	7.5k	190.26	View chart
Nuveen Mun Cr Opportunities Cef (NMCO)	1.0	$1.4M	-2%	134k	10.70	View chart
Tesla Stock (TSLA)	1.0	$1.4M	-36%	5.4k	259.16	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.9	$1.4M	-9%	8.0k	170.89	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.9	$1.3M	-60%	189k	7.05	View chart
Innovator Equity Defined Protection Etf - 2 Yr To July 2026 Etf (AJUL)	0.9	$1.3M	-4%	49k	26.74	View chart
Ft Vest Nasdaq-100 Buffer Etf - June Etf (QJUN)	0.9	$1.3M		48k	26.45	View chart
Blackrock Muniholdings Cef (MHD)	0.8	$1.2M	-5%	103k	11.74	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.8	$1.2M	-44%	23k	50.70	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.8	$1.2M	-50%	20k	57.14	View chart
Abrdn Natl Mun Income Fd Sh Ben Int Cef (VFL)	0.8	$1.2M		114k	10.14	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.8	$1.1M	-7%	14k	82.73	View chart
Ft Vest International Equity Moderate Buffer Etf - June Etf (YJUN)	0.8	$1.1M	-4%	49k	22.68	View chart
Flaherty & Crumrine Pfd Secs I Cef (FFC)	0.8	$1.1M		70k	15.93	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.8	$1.1M	+17%	11k	100.62	View chart
Pimco Access Income Fund Shs Benfin Int Cef (PAXS)	0.7	$1.1M	+795%	67k	16.06	View chart
Ishares Gold Trust Etf (IAU)	0.7	$1.1M	-3%	18k	58.96	View chart
Arrowmark Financial Corp Cef (BANX)	0.7	$1.1M	+201%	50k	21.05	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.7	$1.0M	-35%	9.7k	106.65	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.7	$965k	-17%	19k	50.23	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.6	$943k	NEW	26k	35.82	View chart
Flaherty & Crumrine Pfd Income Cef (PFO)	0.6	$938k	+21%	102k	9.22	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - October Etf (GOCT)	0.6	$909k	-3%	27k	34.33	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$867k	-3%	1.6k	559.39	View chart
Microsoft Corp Stock (MSFT)	0.6	$862k	+2%	2.3k	375.39	View chart
Blackrock Tax Municpal Bd Tr Cef (BBN)	0.6	$842k	+4%	51k	16.68	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.6	$840k	-29%	7.6k	110.46	View chart
Tcw Strategic Income Cef (TSI)	0.6	$834k		172k	4.86	View chart
Bny Mellon Strategic Mun Bd Cef (DSM)	0.5	$785k	-3%	136k	5.77	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - March Etf (GMAR)	0.5	$776k		21k	37.20	View chart
Nuveen Taxable Municpal Inm Cef (NBB)	0.5	$752k		47k	16.02	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.5	$732k	-7%	9.7k	75.65	View chart
Blackrock Munivest Fd Ii Cef (MVT)	0.5	$721k		68k	10.57	View chart
Saba Capital Income & Oprnt Cef (BRW)	0.5	$699k	+1537%	90k	7.76	View chart
Neuberger Berman Mun Cef (NBH)	0.5	$688k	+7%	66k	10.40	View chart
Vanguard Mid-cap Etf Etf (VO)	0.5	$669k	+7%	2.6k	258.59	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - Jan Etf (GJAN)	0.5	$667k		18k	37.67	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.5	$663k	-5%	54k	12.23	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$657k	-46%	1.2k	561.90	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$644k		4.2k	154.64	View chart
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT)	0.4	$639k	+5%	13k	49.71	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$625k	+2%	1.1k	548.12	View chart
Nyli Mackay Definedterm Muni Cef (MMD)	0.4	$606k		40k	15.08	View chart
Schwab Charles Corp Stock (SCHW)	0.4	$599k	-12%	7.7k	78.28	View chart
Bny Mellon Strategic Muns Cef (LEO)	0.4	$584k	-3%	95k	6.12	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.4	$583k	-43%	12k	50.12	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	0.4	$582k	+17%	19k	31.38	View chart
Western Asset Inter Muni Fd In Cef (SBI)	0.4	$572k	+3%	73k	7.80	View chart
Destra Multi-alternative Fd Common Shares Cef (DMA)	0.4	$568k	NEW	67k	8.48	View chart
Saba Capital Income & Opportun Cef (SABA)	0.4	$566k	+290%	65k	8.70	View chart
Dws Municipal Income Cef (KTF)	0.4	$563k	-20%	60k	9.38	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$541k		1.0k	532.58	View chart
Pimco Income Strategy Cef (PFL)	0.4	$529k		62k	8.60	View chart
Mfs High Income Mun Tr Sh Ben Int Cef (CXE)	0.4	$526k	+4%	143k	3.69	View chart
Eaton Vance Muni Income Trust Sh Ben Int Cef (EVN)	0.4	$524k		51k	10.26	View chart
Simplify Us Equity Plus Convexity Etf Etf (SPYC)	0.3	$506k		15k	34.45	View chart
First Tr Mtg Income Cef (FMY)	0.3	$498k	+6%	41k	12.22	View chart
Blackrock Muniassets Cef (MUA)	0.3	$493k	NEW	46k	10.83	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.3	$488k		11k	43.70	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$481k		2.0k	245.30	View chart
Nvidia Corporation Stock (NVDA)	0.3	$469k	+98%	4.3k	108.38	View chart
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP)	0.3	$461k	-3%	10k	44.55	View chart
Blackrock 2037 Municipal Targ Cef (BMN)	0.3	$459k	-70%	18k	25.35	View chart
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL)	0.3	$446k	-2%	16k	28.06	View chart
Pimco Corporate & Incm Strg Cef (PCN)	0.3	$429k	+15%	31k	13.65	View chart
Blackrock Muniholdings Quality Cef (MUE)	0.3	$427k	-7%	43k	10.00	View chart
Pioneer Mun High Income Opport Cef (MIO)	0.3	$422k	+32%	36k	11.79	View chart
Ft Vest Nasdaq-100 Buffer Etf - September Etf (QSPT)	0.3	$412k	-3%	16k	26.51	View chart
Federated Hermes Prem Muni Inm Cef (FMN)	0.3	$409k	+43%	38k	10.86	View chart
Pimco New York Mun Fd Ii Cef (PNI)	0.3	$398k	-9%	56k	7.08	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$375k	+45%	1.0k	370.68	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$371k		6.9k	53.97	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$355k	-10%	3.7k	95.37	View chart
Blackrock Munihldgs Nj Qlty Cef (MUJ)	0.2	$354k	-10%	32k	11.25	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$336k	-5%	1.4k	244.64	View chart
Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX)	0.2	$330k	-5%	16k	20.89	View chart
Walmart Stock (WMT)	0.2	$317k	+776%	3.6k	87.79	View chart
Pimco Calif Mun Income Fd Ii Cef (PCK)	0.2	$312k	-6%	55k	5.64	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.2	$309k	-20%	28k	11.20	View chart
Eaton Vance Mun Bd Cef (EIM)	0.2	$307k		31k	9.97	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$301k	-2%	3.2k	93.66	View chart
Visa Inc Com Cl A Stock (V)	0.2	$300k		856.00	350.46	View chart
Pioneer Municipal High Income Cef (MHI)	0.2	$297k	+5%	32k	9.20	View chart
Blackrock Mun Income Tr Sh Ben Int Cef (BFK)	0.2	$292k		30k	9.90	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$282k		2.4k	117.49	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$279k		1.4k	199.49	View chart
Blackrock Muniyield Quality Cef (MYI)	0.2	$273k		25k	10.99	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$262k		455.00	576.36	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.2	$262k		3.1k	85.07	View chart
Cohen & Steers Select Pfd & In Cef (PSF)	0.2	$256k		13k	19.99	View chart
Guggenheim Taxable Municp Bond Cef (GBAB)	0.2	$247k	+37%	16k	15.55	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$245k	+68%	4.8k	50.83	View chart
Innovator Emerging Markets Power Buffer Etf - October Etf (EOCT)	0.2	$242k	NEW	9.1k	26.64	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$236k	NEW	1.8k	132.23	View chart
Mfs Mun Income Tr Sh Ben Int Cef (MFM)	0.2	$232k		44k	5.30	View chart
Pgim Short Dur Hig Yld Opp Cef (SDHY)	0.2	$220k	-5%	13k	16.48	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$214k		1.3k	160.54	View chart
Blackrock Tech And Private Equ Shs Ben Int Cef (BTX)	0.1	$209k	NEW	33k	6.26	View chart
Blackrock Muniyield Quality Cef (MQT)	0.1	$186k	+6%	19k	10.00	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$181k	+36%	816.00	221.74	View chart
Home Depot Stock (HD)	0.1	$180k		492.00	366.49	View chart
Constellation Energy Corp Stock (CEG)	0.1	$173k	NEW	860.00	201.63	View chart
Costco Whsl Corp Stock (COST)	0.1	$173k		183.00	945.78	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.1	$169k	-80%	16k	10.91	View chart
Clearbridge Energy Midstrm Opp Cef (EMO)	0.1	$165k		3.3k	49.62	View chart
Eli Lilly & Co Stock (LLY)	0.1	$162k		196.00	825.91	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$159k		3.5k	45.26	View chart
Unitedhealth Group Stock (UNH)	0.1	$158k		302.00	523.75	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$157k	NEW	1.6k	97.91	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$149k	NEW	1.2k	128.97	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.1	$148k		1.3k	113.76	View chart
Alliancebernstein Natl Mun Inm Cef (AFB)	0.1	$146k	-4%	13k	10.86	View chart
Block Inc Cl A Stock (XYZ)	0.1	$143k		2.6k	54.33	View chart
Vanguard Value Etf Etf (VTV)	0.1	$143k		825.00	172.74	View chart
Broadcom Stock (AVGO)	0.1	$142k	+9%	845.00	167.43	View chart
Fidelity Corporate Bond Etf Etf (FCOR)	0.1	$140k	-13%	3.0k	46.96	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$139k	NEW	1.9k	73.46	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$138k	-4%	1.7k	83.28	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$137k	-6%	730.00	188.16	View chart
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT)	0.1	$137k	-14%	6.4k	21.23	View chart
Blackrock Munivest Cef (MVF)	0.1	$132k	-6%	19k	7.01	View chart
Etfmg Sit Ultra Short Etf Etf	0.1	$132k		18k	7.24	View chart
Eaton Vance Natl Mun Opport Tr Cef (EOT)	0.1	$125k	+25%	7.5k	16.65	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$122k	-6%	1.6k	77.92	View chart
Invesco Quality Mun Income Tr Cef (IQI)	0.1	$121k		13k	9.68	View chart
Paypal Hldgs Stock (PYPL)	0.1	$120k	-5%	1.8k	65.25	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$120k		332.00	361.09	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$119k	-4%	2.3k	51.07	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.1	$117k	-16%	12k	10.19	View chart
Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.1	$114k	+60%	3.2k	35.70	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.1	$114k	-15%	1.4k	79.37	View chart
Ft Vest Nasdaq-100 Buffer Etf - March Etf (QMAR)	0.1	$113k		4.0k	28.29	View chart
Blackrock Cr Allocation Income Cef (BTZ)	0.1	$112k		11k	10.72	View chart
Rivernorth Flexible Mun Income Cef (RFM)	0.1	$111k	+8%	7.5k	14.78	View chart
Pimco Mun Income Fd Iii Cef (PMX)	0.1	$109k	+8%	15k	7.16	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.1	$106k		17k	6.13	View chart
Rivernorth Opportunistic Mun Cef (RMI)	0.1	$106k		7.1k	14.93	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.1	$104k	NEW	4.8k	21.63	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$102k		192.00	533.48	View chart
Rivernorth Flexible Muni Incme Cef (RFMZ)	0.1	$102k		7.6k	13.42	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.1	$99k	+21%	1.4k	71.01	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$98k	+90%	357.00	274.84	View chart
Spdr S&p Emerging Markets Small Cap Etf Etf (EWX)	0.1	$96k		1.7k	56.63	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$95k	-8%	4.8k	19.78	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$93k	+2%	1.5k	61.78	View chart
Rivernorth Managed Dur Mun Inm Cef (RMM)	0.1	$93k		6.5k	14.32	View chart
Kroger Stock (KR)	0.1	$91k		1.3k	67.69	View chart
Pimco Mun Income Fd Ii Cef (PML)	0.1	$89k	-15%	11k	8.10	View chart
Blackrock Muni Income Tr Ii Cef (BLE)	0.1	$88k		8.5k	10.39	View chart
Innovator International Developed Power Buffer Etf- June Etf (IJUN)	0.1	$83k	NEW	3.3k	25.60	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.1	$80k	NEW	2.0k	39.94	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$75k		893.00	83.91	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$74k		800.00	92.83	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Cef (PDO)	0.1	$74k	+39%	5.3k	13.88	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - April Etf (XAPR)	0.0	$72k		2.2k	32.83	View chart
Spotify Technology S A Stock (SPOT)	0.0	$72k	+12%	131.00	550.03	View chart
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU)	0.0	$70k		20k	3.49	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$70k		1.1k	66.34	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$69k	-11%	626.00	110.08	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$69k	-10%	6.0k	11.52	View chart
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)	0.0	$66k	-40%	4.0k	16.59	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.0	$66k		1.7k	40.19	View chart
Cummins Stock (CMI)	0.0	$66k		210.00	313.44	View chart
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC)	0.0	$64k	-3%	980.00	65.72	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - December Etf (GDEC)	0.0	$63k	+280%	1.9k	33.11	View chart
Ft Vest U.s. Equity Max Buffer Etf - June Etf (JUNM)	0.0	$63k		2.0k	31.45	View chart
Kkr Income Opportunities Cef (KIO)	0.0	$63k	NEW	5.1k	12.29	View chart
Ft Vest Nasdaq-100 Moderate Buffer Etf - May Etf (QMMY)	0.0	$62k		3.0k	20.80	View chart
Salesforce Stock (CRM)	0.0	$59k		218.00	268.36	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.0	$58k	NEW	1.3k	46.37	View chart
Hancock John Invt Tr Ii Cef (JHI)	0.0	$57k	+74%	4.2k	13.57	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.0	$57k		375.00	151.71	View chart
High Income Secs Fd Shs Ben Int Cef (PCF)	0.0	$57k	-20%	8.5k	6.65	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$54k		1.5k	36.29	View chart
Ft Vest Nasdaq-100 Conservative Buffer Etf - October Etf (QCOC)	0.0	$54k	+160%	2.7k	19.63	View chart
Ft Vest U.s. Equity Max Buffer Etf - March Etf (MARM)	0.0	$54k		1.7k	31.36	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$52k		465.00	112.66	View chart
Hancock John Income Secs Tr Cef (JHS)	0.0	$52k	NEW	4.6k	11.34	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.0	$51k		1.3k	39.16	View chart
Pioneer Municipal High Income Cef (MAV)	0.0	$51k		6.0k	8.35	View chart
Ishares Ibonds Dec 2029 Term Muni Bond Etf Etf (IBMR)	0.0	$50k		2.0k	25.04	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	0.0	$50k		2.5k	20.37	View chart
Vaneck Green Bond Etf Etf (GRNB)	0.0	$49k		2.1k	24.06	View chart
India Cef (IFN)	0.0	$49k		3.1k	15.77	View chart
Clearbridge Large Cap Growth Esg Etf Etf (LRGE)	0.0	$49k		700.00	69.78	View chart
Ishares Ibonds Dec 2033 Term Treasury Etf Etf (IBTO)	0.0	$49k		2.0k	24.40	View chart
Boston Scientific Corp Stock (BSX)	0.0	$48k		477.00	100.88	View chart
Flaherty & Crumrine Pfd Income Cef (PFD)	0.0	$48k	+53%	4.3k	11.22	View chart
Mfs Invt Grade Mun Tr Sh Ben Int Cef (CXH)	0.0	$48k	-10%	6.0k	7.92	View chart
Bank America Corp Stock (BAC)	0.0	$47k		1.1k	41.73	View chart
Honeywell Intl Stock (HON)	0.0	$46k		219.00	211.75	View chart
Calamos S&p 500 Structured Alt Protection Etf Etf (CPSM)	0.0	$46k	-76%	1.7k	26.88	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$46k	+26%	725.00	63.00	View chart
Innovator U.s. Small Cap 10 Buffer Etf - Quarterly Etf (RBUF)	0.0	$46k	NEW	1.8k	26.06	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$45k		391.00	115.60	View chart
Texas Instrs Stock (TXN)	0.0	$45k		248.00	179.70	View chart
Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT)	0.0	$44k	NEW	1.5k	29.27	View chart
Invesco S&p 500 Equal Weight Real Estate Etf Etf (RSPR)	0.0	$44k	-2%	1.2k	35.71	View chart
Western Asset Gbl High Cef (EHI)	0.0	$44k	-73%	6.6k	6.61	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$43k		1.1k	40.41	View chart
Applied Matls Stock (AMAT)	0.0	$43k		295.00	145.12	View chart
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT)	0.0	$42k	NEW	1.0k	41.50	View chart
Advanced Micro Devices Stock (AMD)	0.0	$40k		390.00	102.74	View chart
Procter And Gamble Stock (PG)	0.0	$40k		235.00	170.42	View chart
Pimco New York Mun Income Fd I Cef (PYN)	0.0	$40k	-9%	7.0k	5.64	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.0	$39k	NEW	1.0k	38.85	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.0	$38k	-19%	940.00	40.49	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$38k	NEW	463.00	81.83	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$38k		490.00	76.50	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$37k		1.0k	36.90	View chart
Nuveen Core Plus Impact Fund Com Ben Int Cef (NPCT)	0.0	$36k	NEW	3.4k	10.69	View chart
Pepsico Stock (PEP)	0.0	$36k	-7%	241.00	149.94	View chart
Innovator U.s. Small Cap Power Buffer Etf - December Etf (KDEC)	0.0	$36k	NEW	1.6k	22.91	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Etf (SMAY)	0.0	$35k		1.5k	23.45	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.0	$35k	+106%	680.00	51.50	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$35k		224.00	156.23	View chart
Ishares Ibonds Dec 2032 Term Treasury Etf Etf (IBTM)	0.0	$34k		1.5k	22.89	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL)	0.0	$34k	-36%	950.00	35.95	View chart
Dupont De Nemours Stock (DD)	0.0	$34k		455.00	74.68	View chart
Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB)	0.0	$34k	NEW	800.00	42.15	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.0	$34k		800.00	42.08	View chart
Innovator U.s. Equity Ultra Buffer Etf - May Etf (UMAY)	0.0	$34k	+11%	1.0k	33.48	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$33k		67.00	497.60	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$33k		241.00	135.68	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.0	$32k	+84%	1.8k	18.39	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$32k		1.0k	31.85	View chart
Blackrock Cap Allocation Term Cef (BCAT)	0.0	$32k	NEW	2.2k	14.40	View chart
Eaton Vance Calif Mun Incom Tr Sh Ben Int Cef (CEV)	0.0	$32k		3.1k	10.02	View chart
Tortoise Energy Infra Corp Cef (TYG)	0.0	$31k		725.00	43.05	View chart
Starbucks Corp Stock (SBUX)	0.0	$31k	-3%	318.00	98.09	View chart
Abbott Labs Stock (ABT)	0.0	$31k		234.00	132.65	View chart
Atmos Energy Corp Stock (ATO)	0.0	$31k		200.00	154.58	View chart
S&p Global Stock (SPGI)	0.0	$30k	-6%	59.00	508.10	View chart
Innovator Growth-100 Power Buffer Etf - December Etf (NDEC)	0.0	$30k	NEW	1.3k	23.57	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$30k		202.00	146.61	View chart
Innovator U.s. Small Cap Power Buffer Etf - November Etf (KNOV)	0.0	$29k	NEW	1.2k	24.35	View chart
Wstrn Ast Glbl Corp Opp Cef (GDO)	0.0	$29k	NEW	2.5k	11.58	View chart
Ft Vest International Equity Moderate Buffer Etf (YMAR)	0.0	$29k		1.2k	23.97	View chart
Corteva Stock (CTVA)	0.0	$28k		449.00	62.93	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$28k		1.1k	26.20	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$28k		2.3k	12.38	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$28k		227.00	122.01	View chart
Chevron Corp Stock (CVX)	0.0	$28k	-70%	165.00	167.29	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$27k		548.00	49.52	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$27k	-13%	210.00	127.08	View chart
Uber Technologies Stock (UBER)	0.0	$27k	NEW	365.00	72.86	View chart
Invesco Bd Cef (VBF)	0.0	$26k	NEW	1.7k	15.46	View chart
Servicenow Stock (NOW)	0.0	$26k		32.00	796.12	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$25k	-5%	832.00	30.31	View chart
Merck & Co Stock (MRK)	0.0	$25k		280.00	89.76	View chart
Johnson & Johnson Stock (JNJ)	0.0	$25k	-4%	149.00	165.84	View chart
Innovator Equity Defined Protection Etf - 1 Yr August Etf (ZAUG)	0.0	$25k		1.0k	24.69	View chart
Innovator U.s. Equity 5 To 15 Buffer Etf - Quarterly Etf (EALT)	0.0	$25k		800.00	30.74	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$25k		108.00	227.55	View chart
Eaton Corp Stock (ETN)	0.0	$25k		90.00	271.83	View chart
Innovator Us Small Cap Power Buffer Etf - August Etf (KAUG)	0.0	$24k		1.0k	24.03	View chart
Innovator Emerging Markets Power Buffer Etf - April Etf (EAPR)	0.0	$24k		900.00	26.54	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$24k		494.00	47.48	View chart
Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX)	0.0	$23k	-95%	925.00	24.54	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$23k		119.00	188.81	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB)	0.0	$22k	-18%	1.1k	20.39	View chart
Ishares Msci Emerging Markets Small Cap Etf Etf (EEMS)	0.0	$22k	+300%	400.00	55.61	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$22k	NEW	881.00	25.05	View chart
Morgan Stanley Stock (MS)	0.0	$22k		189.00	116.67	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$21k		386.00	55.45	View chart
Elevance Health Stock (ELV)	0.0	$21k		49.00	434.96	View chart
Eaton Vance Risk-managed Diver Cef (ETJ)	0.0	$21k		2.5k	8.46	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$21k		983.00	21.51	View chart
Danaher Corporation Stock (DHR)	0.0	$21k		103.00	205.00	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$21k		203.00	103.75	View chart
Innovator U.s. Equity Buffer Etf - December Etf (BDEC)	0.0	$21k		500.00	41.86	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.0	$21k	-8%	350.00	59.51	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$21k		111.00	186.29	View chart
Canadian Natl Ry Stock (CNI)	0.0	$21k		211.00	97.46	View chart
Overlay Shares Large Cap Equity Etf Etf (OVL)	0.0	$21k		469.00	43.79	View chart
Blackrock N Y Mun Income Trust Sh Ben Int Cef (BNY)	0.0	$20k		2.0k	10.17	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$20k	-3%	385.00	52.52	View chart
Fiserv Stock (FI)	0.0	$20k	-12%	91.00	220.84	View chart
Western Asset High Yield Defin Cef (HYI)	0.0	$20k	-8%	1.7k	11.84	View chart
Ft Vest U.s. Equity Quarterly 2.5 To 15 Buffer Etf Etf (DHDG)	0.0	$20k	NEW	650.00	30.16	View chart
Ft Vest Nasdaq-100 Moderate Buffer Etf - November Etf (QMNV)	0.0	$20k	NEW	1.0k	19.56	View chart
Neuberger Berman Real Estate S Cef (NRO)	0.0	$20k	NEW	5.9k	3.30	View chart
Intuit Stock (INTU)	0.0	$19k		31.00	614.00	View chart
Eaton Vance New York Mun Bd Cef (ENX)	0.0	$19k		2.0k	9.49	View chart
Blackrock Mun Income Quality T Cef (BYM)	0.0	$19k	NEW	1.8k	10.78	View chart
Nuveen Calif Select Tax Free I Sh Ben Int Cef (NXC)	0.0	$19k		1.4k	13.19	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$18k		154.00	118.93	View chart
Ft Vest Nasdaq-100 Moderate Buffer Etf - August Etf (QMAG)	0.0	$18k		905.00	20.21	View chart
Innovator Premium Income 20 Barrier Etf - January Etf (JANH)	0.0	$18k		750.00	24.27	View chart
Disney Walt Stock (DIS)	0.0	$18k		179.00	98.70	View chart
Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE)	0.0	$18k		350.00	50.43	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$18k		180.00	97.48	View chart
Bancroft Cef (BCV)	0.0	$17k		1.0k	17.41	View chart
Ishares Esg Msci Usa Leaders Etf Etf (SUSL)	0.0	$17k		180.00	95.81	View chart
Us Bancorp Del Stock (USB)	0.0	$17k		407.00	42.22	View chart
Blackrock Munihldgs Ny Qlty Cef (MHN)	0.0	$17k		1.7k	10.15	View chart
Western Asset Invt Grade Oppor Cef (IGI)	0.0	$17k	NEW	1.0k	16.58	View chart
Innovator Equity Defined Protection Etf - 1 Yr October Etf (ZOCT)	0.0	$16k		650.00	25.15	View chart
Unilever Adr (UL)	0.0	$16k	-26%	273.00	59.55	View chart
Columbia International Equity Income Etf Etf (INEQ)	0.0	$16k		500.00	32.41	View chart
Oge Energy Corp Stock (OGE)	0.0	$16k		350.00	45.96	View chart
Dow Stock (DOW)	0.0	$16k		449.00	34.92	View chart
Csx Corp Stock (CSX)	0.0	$16k	-3%	529.00	29.43	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$15k		400.00	38.34	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$15k		49.00	312.04	View chart
Ft Vest U.s. Equity Max Buffer Etf - December Etf (DECM)	0.0	$15k	NEW	500.00	30.57	View chart
Ishares Silver Trust Etf (SLV)	0.0	$15k		491.00	30.99	View chart
D-wave Quantum Stock (QBTS)	0.0	$15k	NEW	2.0k	7.60	View chart
Innovator International Developed Power Buffer Etf - September Etf (ISEP)	0.0	$14k	NEW	500.00	28.76	View chart
Zions Bancorporation N A Stock (ZION)	0.0	$14k		285.00	49.86	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$14k	-61%	80.00	172.78	View chart
Pimco Calif Mun Income Fd Iii Cef (PZC)	0.0	$13k		2.0k	6.52	View chart
Union Pac Corp Stock (UNP)	0.0	$13k		55.00	236.24	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$13k		47.00	270.83	View chart
Ft Vest U.s. Equity Max Buffer Etf - August Etf (AUGM)	0.0	$13k		400.00	31.70	View chart
Nuveen Multi-mkt Income Cef (JMM)	0.0	$12k		2.0k	6.22	View chart
Wisdomtree International Largecap Dividend Fund Etf (DOL)	0.0	$12k		225.00	55.07	View chart
Rivernorth Doubleline Strate Cef (OPP)	0.0	$12k	NEW	1.4k	8.58	View chart
Rivernorth Managed Dur Mun Ii Cef (RMMZ)	0.0	$12k		800.00	15.22	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$12k		66.00	183.52	View chart
Caterpillar Stock (CAT)	0.0	$12k	-58%	36.00	329.81	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$12k		150.00	78.89	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$12k	-13%	222.00	53.25	View chart
Xai Octagn Flt Rat & Alt Inm T Cef (XFLT)	0.0	$12k	NEW	2.0k	5.91	View chart
Tjx Cos Stock (TJX)	0.0	$12k		97.00	121.80	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$12k		23.00	512.00	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$12k	NEW	200.00	58.69	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.0	$12k		800.00	14.46	View chart
First Tr High Yield Opprt 2027 Cef (FTHY)	0.0	$12k	NEW	800.00	14.45	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$12k		220.00	52.37	View chart
Lumentum Hldgs Stock (LITE)	0.0	$11k		182.00	62.34	View chart
Copart Stock (CPRT)	0.0	$11k	NEW	200.00	56.59	View chart
Formfactor Stock (FORM)	0.0	$11k	NEW	400.00	28.29	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$11k		136.00	83.00	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - September Etf (GSEP)	0.0	$11k		325.00	34.54	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$11k		166.00	67.34	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$11k		50.00	222.16	View chart
Nuveen Cr Strategies Income Cef (JQC)	0.0	$11k	NEW	2.0k	5.38	View chart
Target Corp Stock (TGT)	0.0	$11k	-11%	103.00	104.36	View chart
Pioneer Diversified High Cef	0.0	$11k		900.00	11.94	View chart
Ft Vest U.s. Equity Moderate Buffer Fund - Apr Etf (GAPR)	0.0	$11k		285.00	37.56	View chart
Guggenheim Active Alloc Cef (GUG)	0.0	$11k		700.00	15.07	View chart
Principal Real Estate Income F Shs Ben Int Cef (PGZ)	0.0	$11k		1.0k	10.53	View chart
Innovator U.s. Equity Buffer Etf - October Etf (BOCT)	0.0	$11k		250.00	42.04	View chart
Western Asset Mtg Defined Oppo Cef (DMO)	0.0	$10k	NEW	875.00	11.82	View chart
Crown Castle Reit (CCI)	0.0	$10k	-59%	99.00	104.23	View chart
Mcdonalds Corp Stock (MCD)	0.0	$10k		33.00	312.36	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.0	$10k		340.00	30.14	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.0	$10k		300.00	34.12	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$10k		61.00	166.00	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$9.8k		500.00	19.59	View chart
Blackstone Stock (BX)	0.0	$9.8k	-10%	70.00	139.79	View chart
Arqit Quantum Stock (ARQQ)	0.0	$9.7k	NEW	700.00	13.86	View chart
Blackrock Long-term Mun Advant Cef (BTA)	0.0	$9.7k	NEW	1.0k	9.69	View chart
T-mobile Us Stock (TMUS)	0.0	$9.6k		36.00	266.72	View chart
Bridge Invt Group Hldgs Inc Com Cl A Stock	0.0	$9.6k		1.0k	9.58	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$9.5k	NEW	500.00	19.04	View chart
Bny Mellon Mun Bd Infrastructu Cef (DMB)	0.0	$9.5k	-30%	900.00	10.57	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$9.5k	-26%	79.00	119.73	View chart
Innovator Equity Managed Floor Etf Etf (SFLR)	0.0	$9.4k		300.00	31.39	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.0	$9.3k		450.00	20.75	View chart
Nuveen New Jersey Qult Mun Cef (NXJ)	0.0	$9.3k		787.00	11.77	View chart
Alps Sector Dividend Dogs Etf Etf (SDOG)	0.0	$9.1k		156.00	58.10	View chart
Chubb Stock (CB)	0.0	$9.1k	-26%	30.00	302.00	View chart
Lululemon Athletica Stock (LULU)	0.0	$9.1k	NEW	32.00	283.06	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.0	$9.0k		323.00	27.97	View chart
Abbvie Stock (ABBV)	0.0	$9.0k		43.00	209.51	View chart
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX)	0.0	$8.9k		375.00	23.75	View chart
Quanta Svcs Stock (PWR)	0.0	$8.9k	NEW	35.00	254.17	View chart
Southern Stock (SO)	0.0	$8.8k		96.00	91.95	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$8.7k		184.00	47.48	View chart
Pioneer Floating Rate Fund Cef (PHD)	0.0	$8.5k	NEW	900.00	9.47	View chart
Putnam Premier Income Tr Sh Ben Int Cef (PPT)	0.0	$8.4k	NEW	2.3k	3.61	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$8.4k		300.00	27.96	View chart
Global Pmts Stock (GPN)	0.0	$8.3k		85.00	97.92	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$8.3k		131.00	63.53	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.0	$8.0k		130.00	61.53	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$7.9k		95.00	82.94	View chart
Nuveen Floating Rate Income Cef (JFR)	0.0	$7.6k	NEW	900.00	8.47	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$7.5k		236.00	31.96	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$7.5k	-50%	150.00	50.21	View chart
Ametek Stock (AME)	0.0	$7.4k	-32%	43.00	172.14	View chart
Fortinet Stock (FTNT)	0.0	$7.2k	NEW	75.00	96.27	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.0	$7.1k	-25%	150.00	47.63	View chart
American Tower Corp Reit (AMT)	0.0	$7.0k		32.00	217.59	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$6.9k		32.00	214.62	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.0	$6.8k		316.00	21.47	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.0	$6.7k		218.00	30.87	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$6.7k		85.00	78.85	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$6.7k		19.00	352.58	View chart
Americold Realty Trust Reit (COLD)	0.0	$6.7k		310.00	21.46	View chart
General Dynamics Corp Stock (GD)	0.0	$6.5k		24.00	272.58	View chart
Intuitive Surgical Stock (ISRG)	0.0	$6.4k		13.00	495.31	View chart
First Trust Innovation Leaders Etf Etf (ILDR)	0.0	$6.4k		275.00	23.32	View chart
Lamar Advertising Co New Cl A Reit (LAMR)	0.0	$6.4k		56.00	113.79	View chart
Bny Mellon Dynamic Value Etf Etf (BKDV)	0.0	$6.3k		250.00	25.29	View chart
Phillips 66 Stock (PSX)	0.0	$6.3k		51.00	123.47	View chart
Linde Stock (LIN)	0.0	$6.1k		13.00	465.62	View chart
Innovator Premium Income 9 Buffer Etf - October Etf	0.0	$5.9k		250.00	23.56	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$5.8k		72.00	80.38	View chart
Adobe Stock (ADBE)	0.0	$5.8k		15.00	383.53	View chart
General Mls Stock (GIS)	0.0	$5.7k		96.00	59.79	View chart
Blackrock Muniyield Mich Qu Cef (MIY)	0.0	$5.7k		500.00	11.38	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.0	$5.7k		80.00	71.11	View chart
Nextera Energy Stock (NEE)	0.0	$5.7k	-11%	80.00	70.89	View chart
Paychex Stock (PAYX)	0.0	$5.6k		36.00	154.28	View chart
Cisco Sys Stock (CSCO)	0.0	$5.6k		90.00	61.71	View chart
Western Asset High Incom Fd Ii Cef (HIX)	0.0	$5.2k		1.3k	4.18	View chart
Digital Rlty Tr Reit (DLR)	0.0	$5.2k		36.00	143.28	View chart
Lam Research Corp Stock (LRCX)	0.0	$5.1k		70.00	72.70	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.0	$5.0k	NEW	30.00	165.60	View chart
Blackrock Muniyield N Y Qualit Cef (MYN)	0.0	$5.0k		500.00	9.93	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$4.9k	-31%	11.00	446.73	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$4.8k		100.00	47.58	View chart
Deere & Co Stock (DE)	0.0	$4.7k		10.00	469.40	View chart
Veralto Corp Stock (VLTO)	0.0	$4.6k		47.00	97.45	View chart
Innovator U.s. Equity Buffer Etf - March Etf (BMAR)	0.0	$4.6k		100.00	45.54	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$4.5k		73.00	62.10	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$4.5k	-46%	30.00	150.97	View chart
Progressive Corp Stock (PGR)	0.0	$4.5k		16.00	283.00	View chart
Gilead Sciences Stock (GILD)	0.0	$4.5k		40.00	112.05	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.0	$4.5k		125.00	35.80	View chart
Prologis Reit (PLD)	0.0	$4.5k	-39%	40.00	111.80	View chart
Ares Capital Corp Cef (ARCC)	0.0	$4.4k	+166%	200.00	22.16	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.0	$4.3k		45.00	96.04	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$4.0k		100.00	40.46	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.0	$3.9k		175.00	22.50	View chart
Ameriprise Finl Stock (AMP)	0.0	$3.9k		8.00	484.12	View chart
Fidelity Enhanced Emerging Markets Etf Etf (FEMR)	0.0	$3.8k		150.00	25.57	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$3.8k		108.00	35.08	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$3.7k		160.00	23.43	View chart
Devon Energy Corp Stock (DVN)	0.0	$3.7k		100.00	37.40	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.0	$3.4k	-37%	37.00	91.54	View chart
Carlyle Credit Income Fund Shs Ben Int Cef (CCIF)	0.0	$3.4k		500.00	6.76	View chart
GSK Adr (GSK)	0.0	$3.3k		84.00	38.74	View chart
Verizon Communications Stock (VZ)	0.0	$3.2k	-56%	70.00	45.36	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.0	$3.2k		125.00	25.26	View chart
Wells Fargo Stock (WFC)	0.0	$3.0k		42.00	71.79	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$2.9k		76.00	38.41	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Etf (GMAY)	0.0	$2.9k		80.00	36.25	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$2.8k		15.00	188.20	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$2.8k		38.00	73.76	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$2.8k		12.00	231.50	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$2.8k		70.00	39.37	View chart
Conocophillips Stock (COP)	0.0	$2.7k		26.00	105.04	View chart
Jpmorgan International Growth Etf Etf (JIG)	0.0	$2.6k		41.00	63.41	View chart
Fedex Corp Stock (FDX)	0.0	$2.4k		10.00	243.80	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$2.4k		9.00	264.78	View chart
Intercontinental Exchange Stock (ICE)	0.0	$2.1k		12.00	172.50	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.0	$2.1k		40.00	51.45	View chart
Rtx Corporation Stock (RTX)	0.0	$2.0k	-50%	15.00	132.47	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$1.9k		11.00	170.82	View chart
American Express Stock (AXP)	0.0	$1.6k		6.00	269.00	View chart
Aptiv Stock (APTV)	0.0	$1.5k		25.00	59.52	View chart
Kla Corp Stock (KLAC)	0.0	$1.4k		2.00	680.00	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$1.3k		8.00	164.62	View chart
Crown Hldgs Stock (CCK)	0.0	$1.2k		14.00	89.29	View chart
Cvs Health Corp Stock (CVS)	0.0	$1.2k		18.00	67.78	View chart
Valero Energy Corp Stock (VLO)	0.0	$1.2k		9.00	132.11	View chart
Sherwin Williams Stock (SHW)	0.0	$1.0k		3.00	349.33	View chart
Biogen Stock (BIIB)	0.0	$957.999700		7.00	136.86	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$791.000000	-73%	8.00	98.88	View chart
Heliogen Stock (HLGN)	0.0	$771.964400	NEW	914.00	0.84	View chart
Pfizer Stock (PFE)	0.0	$734.999200	-97%	29.00	25.34	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$585.000000	NEW	4.00	146.25	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.0	$570.000600		13.00	43.85	View chart
Global X Superdividend Reit Etf Etf (SRET)	0.0	$530.000000		25.00	21.20	View chart
Rivernorth Cap And Incm Cef (RSF)	0.0	$0		0	0.00	View chart
Inspire Corporate Bond Etf Etf (IBD)	0.0	$0		0	0.00	View chart
Abrdn Income Credit Strategies Cef (ACP)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Noble Wealth Management PBC

SEC 13F filings are viewable for Noble Wealth Management PBC going back to 2024

Noble Wealth Management PBC 2025 Q1 filed April 15, 2025
Noble Wealth Management PBC 2024 Q4 filed Feb. 5, 2025

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