180 Wealth Advisors

180 Wealth Advisors as of June 30, 2022

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 368 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.7 $30M 116k 259.58
Apple (AAPL) 3.8 $15M 108k 138.93
Amazon (AMZN) 2.7 $10M 95k 109.56
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $7.1M 49k 144.84
Tesla Motors (TSLA) 1.8 $7.0M 10k 681.79
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $6.4M 62k 102.73
Mannkind Corp Com New (MNKD) 1.5 $5.7M 1.4M 3.98
Exxon Mobil Corporation (XOM) 1.3 $5.2M 59k 87.55
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $4.7M 70k 67.67
Ishares Tr Core Div Grwth (DGRO) 1.2 $4.6M 96k 48.06
Costco Wholesale Corporation (COST) 1.2 $4.6M 9.4k 485.77
NVIDIA Corporation (NVDA) 1.2 $4.5M 31k 145.22
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.4M 2.0k 2181.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $4.1M 53k 77.03
Alphabet Cap Stk Cl A (GOOGL) 1.0 $3.9M 1.8k 2175.19
Ishares Tr Global 100 Etf (IOO) 1.0 $3.8M 59k 64.61
Ishares Tr Eafe Value Etf (EFV) 1.0 $3.8M 86k 43.55
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $3.7M 54k 68.78
Comcast Corp Cl A (CMCSA) 1.0 $3.7M 93k 40.29
Broadcom (AVGO) 0.9 $3.6M 7.5k 477.81
Starbucks Corporation (SBUX) 0.9 $3.6M 45k 79.25
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.9 $3.6M 207k 17.30
Meta Platforms Cl A (META) 0.9 $3.5M 22k 160.02
Ishares Tr Intl Sel Div Etf (IDV) 0.9 $3.3M 123k 27.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $3.3M 80k 41.40
Alteryx Com Cl A 0.8 $3.3M 66k 49.57
Merck & Co (MRK) 0.8 $3.1M 34k 92.41
UnitedHealth (UNH) 0.8 $3.0M 5.8k 517.45
Northrop Grumman Corporation (NOC) 0.7 $2.9M 6.0k 486.35
Lockheed Martin Corporation (LMT) 0.7 $2.9M 6.7k 433.43
Johnson & Johnson (JNJ) 0.7 $2.9M 16k 179.53
Chevron Corporation (CVX) 0.7 $2.9M 20k 146.51
Raytheon Technologies Corp (RTX) 0.7 $2.9M 30k 97.03
Wal-Mart Stores (WMT) 0.7 $2.7M 22k 122.64
Lowe's Companies (LOW) 0.7 $2.7M 15k 177.39
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $2.6M 37k 71.05
Energy Transfer Com Ut Ltd Ptn (ET) 0.7 $2.6M 260k 10.02
International Business Machines (IBM) 0.7 $2.6M 18k 141.12
Ishares Msci Gbl Gold Mn (RING) 0.6 $2.5M 111k 22.34
Robert Half International (RHI) 0.6 $2.4M 32k 75.39
Qualcomm (QCOM) 0.6 $2.4M 19k 123.51
Thermo Fisher Scientific (TMO) 0.6 $2.3M 4.3k 548.23
Medtronic SHS (MDT) 0.6 $2.3M 25k 91.38
Boeing Company (BA) 0.6 $2.2M 16k 139.81
Visa Com Cl A (V) 0.6 $2.2M 11k 199.20
General Mills (GIS) 0.6 $2.2M 29k 75.79
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.2M 37k 58.92
Pure Storage Cl A (PSTG) 0.6 $2.2M 88k 24.76
Allstate Corporation (ALL) 0.6 $2.2M 17k 130.71
TJX Companies (TJX) 0.6 $2.2M 39k 56.04
Uipath Cl A (PATH) 0.5 $2.1M 114k 18.71
Prologis (PLD) 0.5 $2.1M 18k 120.04
Zscaler Incorporated (ZS) 0.5 $2.1M 13k 155.40
CVS Caremark Corporation (CVS) 0.5 $2.1M 22k 93.93
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $2.0M 16k 131.22
Moderna (MRNA) 0.5 $2.0M 14k 149.93
JPMorgan Chase & Co. (JPM) 0.5 $2.0M 17k 114.05
Cisco Systems (CSCO) 0.5 $1.9M 45k 42.59
Pfizer (PFE) 0.5 $1.9M 37k 52.31
Verizon Communications (VZ) 0.5 $1.9M 37k 51.63
Charles Schwab Corporation (SCHW) 0.5 $1.9M 30k 63.91
MetLife (MET) 0.5 $1.9M 30k 63.67
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $1.9M 18k 101.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.9M 6.8k 277.47
Tortoise Energy Infrastructure closed end funds (TYG) 0.5 $1.9M 62k 30.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.8M 9.5k 190.61
Home Depot (HD) 0.4 $1.6M 5.8k 279.03
Twilio Cl A (TWLO) 0.4 $1.6M 19k 85.17
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.6M 55k 28.58
Te Connectivity SHS 0.4 $1.6M 14k 111.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.6M 10k 151.91
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.4 $1.6M 82k 19.11
Bristol Myers Squibb (BMY) 0.4 $1.6M 20k 76.86
Ishares Tr Core High Dv Etf (HDV) 0.4 $1.6M 15k 101.36
salesforce (CRM) 0.4 $1.5M 9.1k 168.15
BlackRock 0.4 $1.5M 2.5k 617.00
International Flavors & Fragrances (IFF) 0.4 $1.5M 13k 119.23
Cyberark Software SHS (CYBR) 0.4 $1.4M 11k 130.81
Tekla Life Sciences Invs Sh Ben Int (HQL) 0.4 $1.4M 95k 14.50
Intel Corporation (INTC) 0.3 $1.4M 37k 36.34
Applied Materials (AMAT) 0.3 $1.4M 16k 86.29
Ishares Msci Glb Slv&mtl (SLVP) 0.3 $1.3M 131k 10.08
Procter & Gamble Company (PG) 0.3 $1.3M 8.7k 146.14
Walt Disney Company (DIS) 0.3 $1.2M 13k 96.11
At&t (T) 0.3 $1.2M 57k 21.32
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.2M 14k 85.88
Union Pacific Corporation (UNP) 0.3 $1.2M 5.5k 215.23
Schlumberger Com Stk (SLB) 0.3 $1.2M 33k 35.65
Freeport-mcmoran CL B (FCX) 0.3 $1.2M 40k 29.21
Snowflake Cl A (SNOW) 0.3 $1.1M 7.9k 144.49
Ball Corporation (BALL) 0.3 $1.1M 16k 70.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 3.2k 350.52
Lam Research Corporation 0.3 $1.1M 2.7k 394.77
Abb Sponsored Adr (ABBNY) 0.3 $1.0M 39k 26.62
Goldman Sachs (GS) 0.3 $1.0M 3.5k 299.28
Hewlett Packard Enterprise (HPE) 0.3 $1.0M 80k 12.96
General Dynamics Corporation (GD) 0.3 $1.0M 4.6k 223.79
Edwards Lifesciences (EW) 0.3 $1.0M 11k 97.37
Ford Motor Company (F) 0.3 $1.0M 89k 11.32
Nio Spon Ads (NIO) 0.3 $981k 46k 21.37
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $975k 54k 18.09
Honeywell International (HON) 0.2 $963k 5.5k 175.15
Ishares Tr Core S&p500 Etf (IVV) 0.2 $959k 2.5k 382.99
Cbre Clarion Global Real Estat re (IGR) 0.2 $934k 127k 7.34
Spdr Gold Tr Gold Shs (GLD) 0.2 $928k 5.5k 168.30
Bhp Group Sponsored Ads (BHP) 0.2 $890k 17k 54.10
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $888k 11k 82.97
Crowdstrike Hldgs Cl A (CRWD) 0.2 $879k 4.9k 179.31
General Motors Company (GM) 0.2 $853k 27k 32.20
Adobe Systems Incorporated (ADBE) 0.2 $849k 2.3k 368.65
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $771k 15k 49.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $758k 9.8k 77.04
Ishares Tr Tips Bd Etf (TIP) 0.2 $740k 6.4k 115.10
Intuitive Surgical Com New (ISRG) 0.2 $737k 3.6k 206.21
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $722k 12k 58.78
Vanguard World Fds Materials Etf (VAW) 0.2 $719k 4.5k 161.21
Bk Nova Cad (BNS) 0.2 $711k 12k 58.77
Zoetis Cl A (ZTS) 0.2 $710k 4.1k 174.15
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $703k 6.1k 116.06
Marathon Petroleum Corp (MPC) 0.2 $702k 8.3k 84.48
FedEx Corporation (FDX) 0.2 $695k 3.1k 223.69
Nutrien (NTR) 0.2 $683k 8.6k 79.17
Texas Instruments Incorporated (TXN) 0.2 $673k 4.5k 148.63
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $655k 9.5k 69.17
Ishares Tr Mbs Etf (MBB) 0.2 $637k 6.5k 98.06
Servicenow (NOW) 0.2 $633k 1.3k 484.32
Quantumscape Corp Com Cl A (QS) 0.2 $629k 73k 8.66
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $612k 18k 33.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $606k 2.1k 281.99
Novo-nordisk A S Adr (NVO) 0.2 $594k 5.3k 111.70
Oracle Corporation (ORCL) 0.2 $593k 8.4k 70.91
Bank of America Corporation (BAC) 0.2 $588k 19k 31.58
Vale S A Sponsored Ads (VALE) 0.1 $585k 41k 14.15
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $584k 1.9k 310.64
Totalenergies Se Sponsored Ads (TTE) 0.1 $572k 11k 52.87
D.R. Horton (DHI) 0.1 $568k 8.1k 70.15
Eli Lilly & Co. (LLY) 0.1 $567k 1.7k 324.56
Alaska Air (ALK) 0.1 $562k 14k 41.18
Kimberly-Clark Corporation (KMB) 0.1 $561k 4.1k 136.73
General Electric Com New (GE) 0.1 $556k 8.8k 63.48
Metropcs Communications (TMUS) 0.1 $553k 4.0k 136.78
Altria (MO) 0.1 $552k 13k 42.27
Vmware Cl A Com 0.1 $551k 4.8k 113.98
Select Sector Spdr Tr Technology (XLK) 0.1 $546k 4.3k 127.51
stock 0.1 $536k 5.8k 91.89
Nxp Semiconductors N V (NXPI) 0.1 $534k 3.7k 146.18
Automatic Data Processing (ADP) 0.1 $529k 2.5k 213.22
Coca-Cola Company (KO) 0.1 $528k 8.2k 64.32
Toyota Motor Corp Ads (TM) 0.1 $527k 3.4k 155.37
Toronto Dominion Bk Ont Com New (TD) 0.1 $527k 8.0k 66.18
Consolidated Edison (ED) 0.1 $518k 5.3k 97.24
Advanced Micro Devices (AMD) 0.1 $512k 7.0k 73.66
McDonald's Corporation (MCD) 0.1 $512k 2.0k 253.09
Baker Hughes Company Cl A (BKR) 0.1 $504k 17k 29.11
Ishares Tr Global Reit Etf (REET) 0.1 $503k 21k 24.53
Emerson Electric (EMR) 0.1 $498k 6.2k 80.31
Jd.com Spon Adr Cl A (JD) 0.1 $494k 7.5k 66.02
Bumble Com Cl A (BMBL) 0.1 $491k 17k 29.37
Truist Financial Corp equities (TFC) 0.1 $486k 10k 48.23
Abbvie (ABBV) 0.1 $485k 3.2k 153.77
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $477k 5.1k 93.35
Astrazeneca Sponsored Adr (AZN) 0.1 $472k 7.2k 65.97
Equinor Asa Sponsored Adr (EQNR) 0.1 $463k 14k 33.82
Olin Corp Com Par $1 (OLN) 0.1 $459k 10k 45.65
Honda Motor Amern Shs (HMC) 0.1 $458k 19k 24.22
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $446k 9.3k 48.00
Dupont De Nemours (DD) 0.1 $443k 8.1k 54.75
Netflix (NFLX) 0.1 $442k 2.5k 180.04
Ishares Tr Select Divid Etf (DVY) 0.1 $438k 3.7k 119.31
Amgen (AMGN) 0.1 $435k 1.8k 245.35
Spdr Ser Tr S&p Metals Mng (XME) 0.1 $431k 9.9k 43.60
AutoNation (AN) 0.1 $430k 3.7k 114.70
Devon Energy Corporation (DVN) 0.1 $430k 7.8k 55.06
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $425k 12k 36.29
Thomson Reuters Corp. Com New 0.1 $424k 4.1k 103.59
Coupang Cl A (CPNG) 0.1 $423k 28k 15.04
Caterpillar (CAT) 0.1 $423k 2.4k 178.48
Diageo Spon Adr New (DEO) 0.1 $419k 2.4k 172.50
Asml Holding N V N Y Registry Shs (ASML) 0.1 $417k 927.00 449.84
IDEXX Laboratories (IDXX) 0.1 $414k 1.2k 358.75
Lululemon Athletica (LULU) 0.1 $414k 1.6k 263.36
BorgWarner (BWA) 0.1 $413k 12k 34.10
Arista Networks (ANET) 0.1 $411k 4.4k 93.49
Realty Income (O) 0.1 $410k 5.8k 70.21
Humana (HUM) 0.1 $407k 849.00 479.39
Corteva (CTVA) 0.1 $407k 7.5k 54.14
Paccar (PCAR) 0.1 $403k 4.9k 82.89
Mastercard Incorporated Cl A (MA) 0.1 $399k 1.3k 317.93
Vanguard Index Fds Value Etf (VTV) 0.1 $396k 3.0k 133.20
Paychex (PAYX) 0.1 $392k 3.4k 116.32
Sony Group Corporation Sponsored Adr (SONY) 0.1 $392k 4.8k 81.68
Nucor Corporation (NUE) 0.1 $391k 3.7k 105.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $390k 1.7k 228.87
United Parcel Service CL B (UPS) 0.1 $388k 2.1k 185.03
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $387k 8.1k 47.71
C3 Ai Cl A (AI) 0.1 $385k 20k 19.14
Signature Bank (SBNY) 0.1 $383k 2.1k 184.22
Linde SHS 0.1 $381k 1.3k 285.61
Ishares Em Mkts Div Etf (DVYE) 0.1 $379k 15k 26.20
Mp Materials Corp Com Cl A (MP) 0.1 $377k 12k 31.56
Marvell Technology (MRVL) 0.1 $375k 8.8k 42.53
BlackRock Inv. Quality Munic. Trust (BKN) 0.1 $375k 27k 13.82
Gabelli Dividend & Income Trust (GDV) 0.1 $374k 18k 20.67
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $371k 9.5k 39.05
Quanta Services (PWR) 0.1 $370k 2.9k 126.06
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $369k 1.8k 199.68
International Paper Company (IP) 0.1 $368k 8.8k 41.95
Pepsi (PEP) 0.1 $368k 2.2k 169.35
Vici Pptys (VICI) 0.1 $367k 12k 30.69
Group 1 Automotive (GPI) 0.1 $367k 2.1k 172.06
Skyworks Solutions (SWKS) 0.1 $361k 4.0k 91.05
MKS Instruments (MKSI) 0.1 $360k 3.7k 96.21
Mosaic (MOS) 0.1 $359k 7.7k 46.87
Vs Trust 2x Long Vix Fut 0.1 $357k 22k 16.23
Sanofi Sponsored Adr (SNY) 0.1 $352k 6.9k 51.06
Valero Energy Corporation (VLO) 0.1 $351k 3.2k 108.10
Kroger (KR) 0.1 $350k 7.3k 48.10
Appharvest 0.1 $348k 95k 3.65
Ishares Msci Jpn Etf New (EWJ) 0.1 $348k 6.6k 52.98
Rio Tinto Sponsored Adr (RIO) 0.1 $347k 5.8k 59.82
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $346k 8.7k 39.86
Select Sector Spdr Tr Energy (XLE) 0.1 $346k 4.8k 72.55
Lumentum Hldgs (LITE) 0.1 $345k 4.4k 77.86
Cleveland-cliffs (CLF) 0.1 $344k 22k 15.74
Hdfc Bank Sponsored Ads (HDB) 0.1 $343k 6.2k 55.47
Entergy Corporation (ETR) 0.1 $343k 3.0k 115.45
ConocoPhillips (COP) 0.1 $341k 3.7k 91.05
Mohawk Industries (MHK) 0.1 $340k 2.6k 129.03
Lauder Estee Cos Cl A (EL) 0.1 $340k 1.3k 256.41
Duke Realty Corp Com New 0.1 $336k 6.0k 56.21
Lennar Corp Cl A (LEN) 0.1 $335k 4.5k 74.69
United Sts Brent Oil Unit (BNO) 0.1 $333k 10k 33.30
Parker-Hannifin Corporation (PH) 0.1 $329k 1.3k 249.43
Meritage Homes Corporation (MTH) 0.1 $328k 4.3k 77.12
United Sts Oil Units (USO) 0.1 $327k 4.0k 81.75
Vaneck Etf Trust Rare Earth/strtg (REMX) 0.1 $325k 3.7k 86.69
Nextera Energy (NEE) 0.1 $325k 4.0k 80.55
Tyson Foods Cl A (TSN) 0.1 $324k 3.8k 85.31
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $323k 3.8k 84.89
CSX Corporation (CSX) 0.1 $322k 11k 29.34
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $321k 20k 16.16
Shell Spon Ads (SHEL) 0.1 $321k 6.2k 51.90
Cabot Oil & Gas Corporation (CTRA) 0.1 $321k 12k 26.32
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $318k 4.6k 69.10
Crocs (CROX) 0.1 $318k 6.6k 48.00
Eaton Corp SHS (ETN) 0.1 $317k 2.5k 127.26
Lincoln National Corporation (LNC) 0.1 $317k 6.7k 47.60
Principal Financial (PFG) 0.1 $314k 4.6k 67.70
Tapestry (TPR) 0.1 $313k 10k 30.82
KB Home (KBH) 0.1 $312k 11k 29.63
Micron Technology (MU) 0.1 $309k 5.8k 53.62
Archer Daniels Midland Company (ADM) 0.1 $308k 4.0k 76.50
V.F. Corporation (VFC) 0.1 $308k 7.0k 44.14
Kinder Morgan (KMI) 0.1 $305k 18k 16.95
Carter's (CRI) 0.1 $304k 4.3k 70.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $303k 4.0k 76.55
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $298k 3.7k 80.61
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $298k 4.7k 63.58
Southwest Airlines (LUV) 0.1 $297k 8.1k 36.73
O'reilly Automotive (ORLY) 0.1 $296k 465.00 636.56
Summit Matls Cl A (SUM) 0.1 $295k 13k 23.09
Citigroup Com New (C) 0.1 $294k 6.3k 46.90
Tempur-Pedic International (TPX) 0.1 $292k 14k 21.23
Gabelli mutual funds - (GGZ) 0.1 $291k 26k 11.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $290k 5.8k 50.01
Fifth Third Ban (FITB) 0.1 $289k 8.5k 33.90
AmerisourceBergen (COR) 0.1 $288k 2.0k 143.00
Expeditors International of Washington (EXPD) 0.1 $286k 2.9k 97.71
L3harris Technologies (LHX) 0.1 $285k 1.2k 243.59
Ptc (PTC) 0.1 $282k 2.6k 106.86
American Intl Group Com New (AIG) 0.1 $281k 5.4k 52.07
Five Below (FIVE) 0.1 $281k 2.5k 113.03
Kayne Anderson MLP Investment (KYN) 0.1 $280k 33k 8.40
Ishares Tr Core Total Usd (IUSB) 0.1 $279k 5.9k 47.18
Fortune Brands (FBIN) 0.1 $278k 4.5k 61.70
Universal Hlth Svcs CL B (UHS) 0.1 $276k 2.6k 106.03
Nike CL B (NKE) 0.1 $275k 2.7k 101.03
Deere & Company (DE) 0.1 $275k 912.00 301.54
Vanguard Index Fds Growth Etf (VUG) 0.1 $275k 1.2k 224.67
Dynatrace Com New (DT) 0.1 $274k 6.7k 40.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $274k 5.3k 51.53
Monster Beverage Corp (MNST) 0.1 $272k 2.9k 94.64
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $272k 5.5k 49.82
Abbott Laboratories (ABT) 0.1 $269k 2.4k 110.38
Incyte Corporation (INCY) 0.1 $266k 3.4k 77.69
Qorvo (QRVO) 0.1 $263k 2.8k 92.48
MercadoLibre (MELI) 0.1 $263k 399.00 659.15
Quest Diagnostics Incorporated (DGX) 0.1 $261k 1.9k 136.86
Sk Telecom Sponsored Adr (SKM) 0.1 $259k 12k 22.59
New Relic 0.1 $259k 5.0k 51.76
National Grid Sponsored Adr Ne (NGG) 0.1 $258k 3.9k 65.87
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $257k 3.0k 84.65
Huntsman Corporation (HUN) 0.1 $256k 8.9k 28.64
BP Sponsored Adr (BP) 0.1 $255k 9.0k 28.27
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $254k 7.4k 34.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $254k 666.00 381.38
Kyndryl Hldgs Common Stock (KD) 0.1 $254k 25k 10.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $253k 3.3k 75.59
Canadian Pacific Railway 0.1 $251k 3.5k 71.61
Intuit (INTU) 0.1 $251k 647.00 387.94
Centene Corporation (CNC) 0.1 $251k 2.9k 86.37
Danaher Corporation (DHR) 0.1 $249k 965.00 258.03
United Rentals (URI) 0.1 $246k 1.0k 244.05
Oneok (OKE) 0.1 $246k 4.3k 56.85
Intercontinental Exchange (ICE) 0.1 $246k 2.6k 95.09
Illinois Tool Works (ITW) 0.1 $245k 1.3k 182.70
Aon Shs Cl A (AON) 0.1 $245k 896.00 273.44
Barrick Gold Corp (GOLD) 0.1 $243k 13k 18.08
Accenture Plc Ireland Shs Class A (ACN) 0.1 $241k 858.00 280.89
Teck Resources CL B (TECK) 0.1 $240k 8.1k 29.75
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $235k 22k 10.95
Ecolab (ECL) 0.1 $231k 1.5k 157.89
Ametek (AME) 0.1 $230k 2.1k 111.60
Ishares Silver Tr Ishares (SLV) 0.1 $228k 12k 18.32
Williams Companies (WMB) 0.1 $227k 7.3k 31.25
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $224k 9.3k 24.04
Morgan Stanley Com New (MS) 0.1 $224k 2.9k 76.87
Nutanix Cl A (NTNX) 0.1 $223k 15k 14.87
Bank Of Montreal Cadcom (BMO) 0.1 $220k 2.3k 96.83
FleetCor Technologies 0.1 $216k 1.0k 213.86
Vodafone Group Sponsored Adr (VOD) 0.1 $215k 14k 15.62
Enbridge (ENB) 0.1 $213k 5.0k 42.63
Baidu Spon Adr Rep A (BIDU) 0.1 $213k 1.4k 151.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $213k 1.6k 129.64
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $212k 8.0k 26.65
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.1 $211k 19k 10.90
Crown Castle Intl (CCI) 0.1 $210k 1.2k 171.99
Generac Holdings (GNRC) 0.1 $210k 967.00 217.17
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $209k 727.00 287.48
Uber Technologies (UBER) 0.1 $207k 9.7k 21.34
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $205k 8.4k 24.42
Newmont Mining Corporation (NEM) 0.1 $205k 3.4k 61.08
Vanguard World Fds Health Car Etf (VHT) 0.1 $203k 851.00 238.54
Elastic N V Ord Shs (ESTC) 0.1 $203k 2.9k 71.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $203k 1.4k 146.46
Packaging Corporation of America (PKG) 0.1 $202k 1.5k 138.74
Duke Energy Corp Com New (DUK) 0.1 $202k 1.8k 109.43
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $200k 611.00 327.33
Clough Global Opportunities Sh Ben Int (GLO) 0.1 $199k 27k 7.40
Barclays Adr (BCS) 0.0 $175k 23k 7.59
Kt Corp Sponsored Adr (KT) 0.0 $159k 11k 14.09
Orange Sponsored Adr (ORANY) 0.0 $145k 12k 11.84
Bny Mellon Strategic Muns (LEO) 0.0 $143k 21k 6.74
Butterfly Network Com Cl A (BFLY) 0.0 $143k 48k 3.00
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $142k 16k 8.98
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $126k 12k 10.50
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $126k 12k 10.82
Gold Fields Sponsored Adr (GFI) 0.0 $113k 12k 9.38
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $111k 30k 3.73
Voc Energy Tr Tr Unit (VOC) 0.0 $105k 15k 6.83
Wipro Spon Adr 1 Sh (WIT) 0.0 $99k 18k 5.39
Nuveen Quality Pref. Inc. Fund II 0.0 $94k 13k 7.32
Pimco High Income Com Shs (PHK) 0.0 $91k 18k 5.13
Nokia Corp Sponsored Adr (NOK) 0.0 $90k 19k 4.67
Planet Labs Pbc Com Cl A (PL) 0.0 $89k 20k 4.39
Teucrium Commodity Tr Wheat Fd (WEAT) 0.0 $86k 10k 8.60
Hello Group Ads (MOMO) 0.0 $81k 15k 5.31
Rocket Lab Usa (RKLB) 0.0 $76k 20k 3.80
Ginkgo Bioworks Holdings Cl A Shs 0.0 $72k 30k 2.39
Navitas Semiconductor Corp-a (NVTS) 0.0 $69k 19k 3.70
Etf Managers Tr Prime 2x Dly Jur 0.0 $67k 26k 2.57
Sofi Technologies (SOFI) 0.0 $64k 12k 5.41
Traeger Common Stock (COOK) 0.0 $53k 12k 4.52
Viking Therapeutics (VKTX) 0.0 $48k 17k 2.82
Velodyne Lidar 0.0 $45k 47k 0.97
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $44k 11k 3.93
Allianzgi Convertible & Income (NCV) 0.0 $39k 11k 3.55
Ontrak 0.0 $31k 29k 1.08