180 Wealth Advisors

180 Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 366 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.7 $28M 115k 248.00
Apple (AAPL) 3.7 $16M 108k 143.96
Amazon (AMZN) 2.2 $9.5M 96k 99.22
Mannkind Corp Com New (MNKD) 1.8 $7.8M 1.5M 5.31
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $7.5M 48k 155.46
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $7.1M 64k 110.69
Exxon Mobil Corporation (XOM) 1.5 $6.5M 55k 117.76
NVIDIA Corporation (NVDA) 1.3 $5.7M 29k 198.02
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $5.2M 69k 75.19
Starbucks Corporation (SBUX) 1.2 $5.0M 46k 108.76
Tesla Motors (TSLA) 1.1 $4.8M 30k 160.27
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 1.1 $4.8M 261k 18.49
Ishares Tr Core Div Grwth (DGRO) 1.1 $4.7M 92k 51.24
Broadcom (AVGO) 1.1 $4.7M 7.8k 598.61
Costco Wholesale Corporation (COST) 1.1 $4.7M 9.3k 498.32
Ishares Tr Eafe Value Etf (EFV) 1.0 $4.4M 88k 49.76
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $4.0M 55k 74.22
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.0M 40k 99.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $3.9M 91k 43.18
Ishares Tr Global 100 Etf (IOO) 0.9 $3.9M 57k 68.01
Ishares Msci Gbl Gold Mn (RING) 0.9 $3.8M 146k 25.79
Comcast Corp Cl A (CMCSA) 0.9 $3.7M 92k 40.41
Chevron Corporation (CVX) 0.9 $3.7M 20k 187.79
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.6M 37k 97.52
Merck & Co (MRK) 0.8 $3.5M 33k 106.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $3.5M 46k 76.17
Energy Transfer Com Ut Ltd Ptn (ET) 0.8 $3.3M 248k 13.50
Boeing Company (BA) 0.8 $3.3M 16k 212.72
Alteryx Com Cl A 0.7 $3.2M 57k 55.34
Lockheed Martin Corporation (LMT) 0.7 $3.1M 6.7k 459.82
UnitedHealth (UNH) 0.7 $3.0M 6.2k 492.48
Ishares Tr Intl Sel Div Etf (IDV) 0.7 $3.0M 103k 29.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $3.0M 32k 93.45
Wal-Mart Stores (WMT) 0.7 $3.0M 21k 142.21
Meta Platforms Cl A (META) 0.7 $2.9M 20k 147.30
Raytheon Technologies Corp (RTX) 0.7 $2.8M 28k 100.25
Lowe's Companies (LOW) 0.6 $2.7M 13k 201.81
Qualcomm (QCOM) 0.6 $2.7M 20k 133.96
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.6 $2.6M 115k 22.97
TJX Companies (TJX) 0.6 $2.6M 32k 82.46
JPMorgan Chase & Co. (JPM) 0.6 $2.6M 18k 139.98
Johnson & Johnson (JNJ) 0.6 $2.6M 15k 168.89
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $2.5M 35k 72.92
Ishares Msci Glb Slv&mtl (SLVP) 0.6 $2.5M 213k 11.77
Robert Half International (RHI) 0.6 $2.5M 31k 80.81
Moderna (MRNA) 0.6 $2.5M 13k 193.24
International Business Machines (IBM) 0.6 $2.4M 18k 134.45
Visa Com Cl A (V) 0.6 $2.4M 11k 224.70
Thermo Fisher Scientific (TMO) 0.6 $2.4M 4.2k 577.37
Applied Materials (AMAT) 0.6 $2.4M 20k 115.58
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.4M 35k 67.29
Pure Storage Cl A (PSTG) 0.5 $2.3M 81k 28.24
Prologis (PLD) 0.5 $2.3M 18k 128.06
Charles Schwab Corporation (SCHW) 0.5 $2.3M 29k 78.05
General Mills (GIS) 0.5 $2.3M 29k 76.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.2M 7.0k 310.96
Uipath Cl A (PATH) 0.5 $2.2M 149k 14.56
CVS Caremark Corporation (CVS) 0.5 $2.2M 25k 87.66
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $2.1M 15k 143.57
Cisco Systems (CSCO) 0.5 $2.1M 44k 48.34
Northrop Grumman Corporation (NOC) 0.5 $2.1M 4.8k 443.45
MetLife (MET) 0.5 $2.1M 28k 72.22
Freeport-mcmoran CL B (FCX) 0.5 $2.0M 45k 45.45
Schlumberger Com Stk (SLB) 0.5 $2.0M 34k 57.47
Medtronic SHS (MDT) 0.5 $2.0M 24k 81.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.9M 9.6k 203.11
Tortoise Energy Infrastructure closed end funds (TYG) 0.4 $1.9M 56k 33.59
BlackRock 0.4 $1.9M 2.4k 759.00
Home Depot (HD) 0.4 $1.8M 5.8k 313.82
Procter & Gamble Company (PG) 0.4 $1.8M 13k 141.15
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.8M 58k 30.51
Twilio Cl A (TWLO) 0.4 $1.7M 29k 59.42
Verizon Communications (VZ) 0.4 $1.7M 43k 40.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.7M 10k 170.28
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.7M 62k 27.28
Zscaler Incorporated (ZS) 0.4 $1.7M 14k 125.19
salesforce (CRM) 0.4 $1.7M 10k 165.09
Te Connectivity SHS 0.4 $1.7M 14k 124.27
Tekla Life Sciences Invs Sh Ben Int (HQL) 0.4 $1.6M 110k 14.79
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $1.6M 25k 64.59
Pfizer (PFE) 0.4 $1.6M 36k 44.25
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $1.5M 51k 28.73
Cyberark Software SHS (CYBR) 0.3 $1.5M 11k 138.82
Ishares Tr Core High Dv Etf (HDV) 0.3 $1.5M 14k 105.69
International Flavors & Fragrances (IFF) 0.3 $1.4M 13k 110.62
Hewlett Packard Enterprise (HPE) 0.3 $1.4M 89k 16.22
Snowflake Cl A (SNOW) 0.3 $1.4M 9.3k 152.44
Bristol Myers Squibb (BMY) 0.3 $1.4M 20k 72.99
Walt Disney Company (DIS) 0.3 $1.4M 13k 109.70
Bhp Group Sponsored Ads (BHP) 0.3 $1.4M 19k 71.24
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.3M 14k 92.79
Intel Corporation (INTC) 0.3 $1.3M 43k 30.09
Lam Research Corporation 0.3 $1.3M 2.6k 497.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.2M 3.3k 371.80
Union Pacific Corporation (UNP) 0.3 $1.2M 6.0k 201.48
General Dynamics Corporation (GD) 0.3 $1.2M 5.3k 228.12
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $1.2M 12k 97.91
Kraneshares Tr Csi Chi Internet (KWEB) 0.3 $1.2M 33k 36.15
At&t (T) 0.3 $1.2M 59k 20.00
Honeywell International (HON) 0.3 $1.1M 5.3k 209.34
General Motors Company (GM) 0.2 $990k 27k 36.48
Ishares Tr Core S&p500 Etf (IVV) 0.2 $982k 2.4k 406.63
Ball Corporation (BALL) 0.2 $981k 17k 57.03
Spdr Ser Tr S&p Metals Mng (XME) 0.2 $974k 17k 57.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $952k 12k 81.73
Eli Lilly & Co. (LLY) 0.2 $933k 2.7k 348.01
Select Sector Spdr Tr Energy (XLE) 0.2 $914k 9.8k 93.11
Intuitive Surgical Com New (ISRG) 0.2 $886k 3.5k 250.55
Abb Sponsored Adr (ABBNY) 0.2 $881k 25k 34.75
Vale S A Sponsored Ads (VALE) 0.2 $877k 45k 19.30
Cbre Clarion Global Real Estat re (IGR) 0.2 $866k 130k 6.66
Edwards Lifesciences (EW) 0.2 $856k 11k 78.21
Alaska Air (ALK) 0.2 $855k 17k 51.32
Texas Instruments Incorporated (TXN) 0.2 $853k 4.9k 174.10
Kla Corp Com New (KLAC) 0.2 $848k 2.0k 428.73
Cleveland-cliffs (CLF) 0.2 $840k 40k 21.28
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $823k 25k 32.76
Olin Corp Com Par $1 (OLN) 0.2 $820k 14k 58.56
Goldman Sachs (GS) 0.2 $817k 2.3k 355.01
Blackrock Res & Commodities SHS (BCX) 0.2 $811k 78k 10.41
Crocs (CROX) 0.2 $807k 6.7k 121.05
Vanguard World Fds Materials Etf (VAW) 0.2 $792k 4.3k 184.39
Oracle Corporation (ORCL) 0.2 $754k 8.4k 89.83
Devon Energy Corporation (DVN) 0.2 $743k 11k 65.72
Copart (CPRT) 0.2 $723k 11k 66.75
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $721k 9.5k 76.11
Eaton Corp SHS (ETN) 0.2 $715k 4.4k 160.90
Bank of America Corporation (BAC) 0.2 $712k 20k 35.34
Metropcs Communications (TMUS) 0.2 $704k 4.7k 148.69
Pepsi (PEP) 0.2 $702k 4.1k 170.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $698k 2.4k 293.37
Pinduoduo Sponsored Ads (PDD) 0.2 $680k 6.5k 104.66
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $679k 5.6k 120.57
McDonald's Corporation (MCD) 0.2 $669k 2.4k 274.77
Toronto Dominion Bk Ont Com New (TD) 0.2 $662k 9.7k 68.12
Corning Incorporated (GLW) 0.2 $660k 18k 36.43
Vaneck Etf Trust Rare Earth/strtg (REMX) 0.2 $642k 6.7k 96.33
AutoNation (AN) 0.2 $639k 5.4k 117.50
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $638k 1.9k 339.38
General Electric Com New (GE) 0.1 $637k 7.8k 81.14
Nio Spon Ads (NIO) 0.1 $636k 52k 12.17
Nucor Corporation (NUE) 0.1 $636k 3.7k 169.83
Ishares Tr Mbs Etf (MBB) 0.1 $633k 6.6k 95.94
East West Ban (EWBC) 0.1 $631k 8.5k 74.62
Jd.com Spon Adr Cl A (JD) 0.1 $619k 9.8k 63.11
Novo-nordisk A S Adr (NVO) 0.1 $617k 4.5k 137.54
EOG Resources (EOG) 0.1 $617k 4.5k 135.93
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $610k 18k 33.65
Asml Holding N V N Y Registry Shs (ASML) 0.1 $610k 892.00 683.90
Tempur-Pedic International (TPX) 0.1 $604k 16k 38.85
Meritage Homes Corporation (MTH) 0.1 $603k 5.7k 105.82
KB Home (KBH) 0.1 $603k 16k 37.40
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $602k 10k 57.74
Lennar Corp Cl A (LEN) 0.1 $598k 6.0k 100.02
Caterpillar (CAT) 0.1 $598k 2.3k 262.12
Ptc (PTC) 0.1 $597k 4.4k 135.77
Crowdstrike Hldgs Cl A (CRWD) 0.1 $595k 5.7k 104.47
Zoetis Cl A (ZTS) 0.1 $595k 3.5k 168.24
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $594k 39k 15.10
Southwest Airlines (LUV) 0.1 $594k 17k 35.70
Lumentum Hldgs (LITE) 0.1 $593k 9.9k 59.87
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $590k 5.8k 101.80
Ishares Tr Global Reit Etf (REET) 0.1 $585k 24k 24.51
Ford Motor Company (F) 0.1 $585k 45k 12.92
Vmware Cl A Com 0.1 $583k 4.6k 126.38
Gabelli Dividend & Income Trust (GDV) 0.1 $580k 27k 21.78
Tapestry (TPR) 0.1 $577k 13k 44.06
Altria (MO) 0.1 $576k 13k 44.29
Quantumscape Corp Com Cl A (QS) 0.1 $573k 70k 8.14
Valero Energy Corporation (VLO) 0.1 $569k 3.8k 149.96
Baker Hughes Company Cl A (BKR) 0.1 $569k 18k 31.80
Arista Networks (ANET) 0.1 $556k 4.5k 123.99
Netflix (NFLX) 0.1 $555k 1.5k 364.87
Coca-Cola Company (KO) 0.1 $546k 9.0k 60.81
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $544k 10k 52.31
Ishares Em Mkts Div Etf (DVYE) 0.1 $542k 21k 26.46
Emerson Electric (EMR) 0.1 $539k 6.0k 90.61
Servicenow (NOW) 0.1 $534k 1.2k 463.07
Kimberly-Clark Corporation (KMB) 0.1 $533k 4.1k 130.27
Adobe Systems Incorporated (ADBE) 0.1 $533k 1.5k 365.82
Nxp Semiconductors N V (NXPI) 0.1 $531k 2.9k 180.03
Rio Tinto Sponsored Adr (RIO) 0.1 $529k 6.6k 80.40
Honda Motor Amern Shs (HMC) 0.1 $529k 22k 24.27
Deere & Company (DE) 0.1 $522k 1.2k 421.20
stock 0.1 $521k 5.5k 95.56
Gabelli mutual funds - (GGZ) 0.1 $521k 42k 12.42
Skyworks Solutions (SWKS) 0.1 $520k 4.6k 112.02
Shell Spon Ads (SHEL) 0.1 $520k 8.9k 58.52
Amgen (AMGN) 0.1 $514k 2.0k 254.90
Mastercard Incorporated Cl A (MA) 0.1 $502k 1.3k 377.31
Abbvie (ABBV) 0.1 $500k 3.4k 147.42
Lululemon Athletica (LULU) 0.1 $489k 1.6k 309.64
Corteva (CTVA) 0.1 $484k 7.7k 63.13
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $476k 20k 23.75
Spdr Gold Tr Gold Shs (GLD) 0.1 $471k 2.6k 179.47
United Rentals (URI) 0.1 $468k 1.1k 431.48
Paychex (PAYX) 0.1 $466k 4.1k 115.09
Consolidated Edison (ED) 0.1 $464k 4.9k 94.88
Vanguard Index Fds Growth Etf (VUG) 0.1 $464k 2.0k 233.43
Principal Financial (PFG) 0.1 $448k 4.9k 92.27
Ishares Tr Select Divid Etf (DVY) 0.1 $448k 3.6k 125.00
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $447k 18k 24.36
Nutrien (NTR) 0.1 $444k 5.4k 81.73
Quanta Services (PWR) 0.1 $439k 2.9k 150.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $431k 1.7k 259.97
Advanced Micro Devices (AMD) 0.1 $428k 5.7k 75.15
Humana (HUM) 0.1 $427k 855.00 499.38
Realty Income (O) 0.1 $426k 6.3k 67.97
ConocoPhillips (COP) 0.1 $426k 3.4k 124.65
Totalenergies Se Sponsored Ads (TTE) 0.1 $423k 6.6k 64.49
Kroger (KR) 0.1 $421k 9.5k 44.46
CSX Corporation (CSX) 0.1 $419k 14k 30.15
Thomson Reuters Corp. Com New 0.1 $418k 3.5k 118.41
Ishares Tr Tips Bd Etf (TIP) 0.1 $416k 3.8k 109.38
Select Sector Spdr Tr Technology (XLK) 0.1 $413k 3.0k 136.14
Oneok (OKE) 0.1 $410k 5.9k 69.54
Coupang Cl A (CPNG) 0.1 $408k 25k 16.12
Bank Of Montreal Cadcom (BMO) 0.1 $403k 4.0k 101.49
Marvell Technology (MRVL) 0.1 $391k 8.8k 44.39
AmerisourceBergen (COR) 0.1 $391k 2.4k 164.88
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $390k 1.8k 218.25
Ishares Tr Core Total Usd (IUSB) 0.1 $389k 8.4k 46.43
Bumble Com Cl A (BMBL) 0.1 $387k 16k 24.52
Archer Daniels Midland Company (ADM) 0.1 $386k 4.6k 84.90
Atmos Energy Corporation (ATO) 0.1 $386k 3.3k 115.48
Illumina (ILMN) 0.1 $385k 1.8k 212.78
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $384k 17k 22.07
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $383k 9.7k 39.45
Nutanix Cl A (NTNX) 0.1 $379k 13k 28.49
Molson Coors Beverage CL B (TAP) 0.1 $372k 7.1k 52.77
Vanguard Index Fds Value Etf (VTV) 0.1 $371k 2.6k 143.98
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $369k 8.7k 42.50
Marathon Petroleum Corp (MPC) 0.1 $368k 2.7k 135.35
Mosaic (MOS) 0.1 $364k 7.4k 49.18
United Parcel Service CL B (UPS) 0.1 $357k 2.0k 179.70
Kinder Morgan (KMI) 0.1 $356k 19k 18.61
Mp Materials Corp Com Cl A (MP) 0.1 $347k 11k 30.74
Kyndryl Hldgs Common Stock (KD) 0.1 $345k 27k 13.02
BlackRock Inv. Quality Munic. Trust (BKN) 0.1 $342k 28k 12.36
Micron Technology (MU) 0.1 $338k 5.4k 62.80
BP Sponsored Adr (BP) 0.1 $336k 9.3k 36.25
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $336k 14k 23.27
Progressive Corporation (PGR) 0.1 $334k 2.5k 134.91
Diageo Spon Adr New (DEO) 0.1 $330k 1.9k 174.07
Sanofi Sponsored Adr (SNY) 0.1 $330k 6.8k 48.81
Toyota Motor Corp Ads (TM) 0.1 $325k 2.2k 145.47
Automatic Data Processing (ADP) 0.1 $323k 1.4k 225.45
Astrazeneca Sponsored Adr (AZN) 0.1 $323k 4.9k 65.99
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $322k 20k 16.51
Cheniere Energy Com New (LNG) 0.1 $320k 2.1k 151.76
National Grid Sponsored Adr Ne (NGG) 0.1 $320k 5.0k 64.26
Illinois Tool Works (ITW) 0.1 $318k 1.4k 228.73
Expeditors International of Washington (EXPD) 0.1 $317k 2.9k 108.21
Nike CL B (NKE) 0.1 $315k 2.5k 127.52
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $314k 7.6k 41.53
O'reilly Automotive (ORLY) 0.1 $313k 391.00 800.63
Incyte Corporation (INCY) 0.1 $311k 3.6k 86.01
Fifth Third Ban (FITB) 0.1 $309k 8.6k 36.02
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $307k 6.1k 50.59
Ametek (AME) 0.1 $307k 2.1k 143.55
Truist Financial Corp equities (TFC) 0.1 $307k 6.3k 48.86
Nextera Energy (NEE) 0.1 $304k 4.0k 76.40
Elastic N V Ord Shs (ESTC) 0.1 $303k 5.3k 57.28
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $299k 13k 22.78
Packaging Corporation of America (PKG) 0.1 $298k 2.1k 138.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $296k 3.7k 80.64
Sony Group Corporation Sponsored Adr (SONY) 0.1 $295k 3.3k 89.13
Cabot Oil & Gas Corporation (CTRA) 0.1 $294k 12k 25.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $290k 6.1k 47.50
Intercontinental Exchange (ICE) 0.1 $290k 2.7k 108.19
C3 Ai Cl A (AI) 0.1 $288k 19k 15.08
Kayne Anderson MLP Investment (KYN) 0.1 $288k 31k 9.20
Vici Pptys (VICI) 0.1 $286k 8.4k 33.98
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $283k 4.2k 66.81
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.1 $283k 12k 23.78
Warner Bros Discovery Com Ser A (WBD) 0.1 $282k 19k 15.00
Ferrari Nv Ord (RACE) 0.1 $280k 1.1k 247.77
Ishares Core Msci Emkt (IEMG) 0.1 $278k 5.3k 52.12
Qorvo (QRVO) 0.1 $277k 2.5k 112.53
FedEx Corporation (FDX) 0.1 $277k 1.5k 190.20
Global X Fds Global X Copper (COPX) 0.1 $274k 6.6k 41.73
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $274k 3.0k 90.11
American Express Company (AXP) 0.1 $273k 1.8k 155.88
Bny Mellon Strategic Muns (LEO) 0.1 $273k 42k 6.56
Relx Sponsored Adr (RELX) 0.1 $272k 9.2k 29.41
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $270k 6.7k 40.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $270k 666.00 404.69
Genuine Parts Company (GPC) 0.1 $267k 1.6k 167.99
Blackrock Muniyield Fund (MYD) 0.1 $265k 24k 11.03
Barrick Gold Corp (GOLD) 0.1 $262k 13k 19.69
New Relic 0.1 $260k 4.4k 59.78
Darden Restaurants (DRI) 0.1 $260k 1.7k 149.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $258k 4.6k 56.64
Linde SHS 0.1 $256k 778.00 329.51
Kraft Heinz (KHC) 0.1 $255k 6.4k 39.66
Telus Ord (TU) 0.1 $254k 12k 21.42
Abbott Laboratories (ABT) 0.1 $254k 2.3k 111.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $254k 3.4k 74.18
International Paper Company (IP) 0.1 $253k 6.8k 37.23
Ishares Tr China Lg-cap Etf (FXI) 0.1 $251k 7.5k 33.29
Voc Energy Tr Tr Unit (VOC) 0.1 $249k 23k 10.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $246k 4.8k 50.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $244k 3.2k 76.32
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $240k 22k 11.15
British Amern Tob Sponsored Adr (BTI) 0.1 $240k 6.4k 37.76
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $240k 2.7k 89.79
American Tower Reit (AMT) 0.1 $239k 1.1k 220.99
Ubs Group SHS (UBS) 0.1 $237k 11k 21.68
Appharvest 0.1 $237k 102k 2.33
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $236k 5.0k 47.11
Dow (DOW) 0.1 $232k 4.0k 58.12
Williams Companies (WMB) 0.1 $231k 7.4k 31.43
Hdfc Bank Sponsored Ads (HDB) 0.1 $231k 3.4k 68.01
Allstate Corporation (ALL) 0.1 $229k 1.8k 128.57
Entergy Corporation (ETR) 0.1 $228k 2.1k 108.47
3M Company (MMM) 0.1 $225k 2.0k 113.55
Southern Copper Corporation (SCCO) 0.1 $225k 3.0k 74.80
Palo Alto Networks (PANW) 0.1 $223k 1.4k 159.11
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $223k 695.00 321.02
Cigna Corp (CI) 0.1 $223k 712.00 313.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $222k 1.4k 158.93
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $221k 630.00 350.53
Ishares Msci Jpn Etf New (EWJ) 0.1 $219k 3.7k 58.66
Canadian Natl Ry (CNI) 0.1 $219k 1.8k 118.52
Vodafone Group Sponsored Adr (VOD) 0.1 $217k 19k 11.46
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) 0.1 $216k 4.9k 44.49
IDEXX Laboratories (IDXX) 0.1 $216k 444.00 487.27
Select Sector Spdr Tr Financial (XLF) 0.0 $210k 5.8k 36.25
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $208k 19k 10.76
Dynatrace Com New (DT) 0.0 $207k 5.4k 38.38
Halliburton Company (HAL) 0.0 $207k 5.0k 41.00
Wynn Resorts (WYNN) 0.0 $206k 2.0k 102.85
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $204k 8.5k 24.06
Epam Systems (EPAM) 0.0 $203k 589.00 344.17
Aon Shs Cl A (AON) 0.0 $202k 622.00 324.84
Teck Resources CL B (TECK) 0.0 $200k 4.8k 41.65
Nokia Corp Sponsored Adr (NOK) 0.0 $194k 40k 4.81
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $189k 42k 4.47
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $186k 25k 7.42
Agnc Invt Corp Com reit (AGNC) 0.0 $182k 16k 11.50
Viking Therapeutics (VKTX) 0.0 $171k 20k 8.40
Gold Fields Sponsored Adr (GFI) 0.0 $170k 14k 12.27
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $162k 12k 13.46
Kt Corp Sponsored Adr (KT) 0.0 $159k 11k 14.49
Orange Sponsored Adr (ORANY) 0.0 $147k 14k 10.46
Butterfly Network Com Cl A (BFLY) 0.0 $146k 54k 2.72
Clough Global Opportunities Sh Ben Int (GLO) 0.0 $145k 29k 5.03
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $144k 16k 9.12
Kinross Gold Corp (KGC) 0.0 $137k 28k 4.85
Hello Group Ads (MOMO) 0.0 $135k 12k 11.31
Etf Managers Tr Prime 2x Dly Jur 0.0 $131k 43k 3.07
Etf Managers Tr Prime Junir Slvr 0.0 $125k 11k 11.54
Rocket Lab Usa (RKLB) 0.0 $122k 25k 4.88
Telefonica S A Sponsored Adr (TEF) 0.0 $122k 32k 3.81
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $122k 12k 10.49
Planet Labs Pbc Com Cl A (PL) 0.0 $97k 20k 4.86
Nuveen Quality Pref. Inc. Fund II 0.0 $96k 13k 7.45
Sofi Technologies (SOFI) 0.0 $92k 16k 5.71
Pimco High Income Com Shs (PHK) 0.0 $91k 18k 5.15
Navitas Semiconductor Corp-a (NVTS) 0.0 $79k 16k 5.01
Diana Shipping (DSX) 0.0 $60k 16k 3.73
Velodyne Lidar 0.0 $55k 52k 1.07
Ginkgo Bioworks Holdings Cl A Shs 0.0 $52k 30k 1.75
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $45k 11k 3.95
Allianzgi Convertible & Income (NCV) 0.0 $43k 11k 3.93
Lendingtree Note 0.500% 7/1 (Principal) 0.0 $9.1k 12k 0.76