Accel Wealth Management

Accel Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Accel Wealth Management

Accel Wealth Management holds 278 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 4.4 $15M 223k 68.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.6 $12M 390k 31.91
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.5 $12M 244k 49.29
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $8.6M 26k 328.17
Vanguard Index Fds Value Etf (VTV) 2.3 $7.8M 42k 186.49
Apple (AAPL) 2.2 $7.4M 29k 254.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $6.9M 12k 600.37
Amazon (AMZN) 2.0 $6.9M 31k 219.57
PIMCO Corporate Opportunity Fund (PTY) 2.0 $6.8M 470k 14.44
NVIDIA Corporation (NVDA) 1.8 $6.3M 34k 186.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.8 $6.1M 35k 174.58
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.7 $5.9M 88k 67.26
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $5.6M 40k 140.95
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.5 $5.1M 122k 42.03
Microsoft Corporation (MSFT) 1.5 $5.0M 9.6k 517.95
Ishares Tr Us Aer Def Etf (ITA) 1.4 $4.9M 24k 209.26
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.3 $4.5M 88k 50.78
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.3 $4.5M 102k 43.92
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $4.0M 40k 100.25
Alphabet Cap Stk Cl A (GOOGL) 1.1 $3.8M 15k 243.10
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.0 $3.4M 113k 29.73
Ishares Tr Investment Grade (IGEB) 1.0 $3.3M 73k 46.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.3M 5.4k 612.42
Dimensional Etf Trust Internatnal Val (DFIV) 0.9 $3.2M 70k 46.12
Deere & Company (DE) 0.9 $3.2M 7.0k 457.27
Spdr Gold Tr Gold Shs (GLD) 0.9 $3.2M 8.9k 355.47
Spdr Series Trust S&p Cap Mkts (KCE) 0.9 $3.2M 21k 152.85
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $3.1M 11k 297.63
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.9 $3.0M 22k 135.23
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $3.0M 14k 215.78
Raytheon Technologies Corp (RTX) 0.7 $2.6M 15k 167.32
JPMorgan Chase & Co. (JPM) 0.7 $2.5M 8.1k 315.42
Palantir Technologies Cl A (PLTR) 0.7 $2.5M 14k 182.42
Kinder Morgan (KMI) 0.7 $2.5M 87k 28.31
Global X Fds Nasdaq 100 Cover (QYLD) 0.7 $2.5M 145k 17.01
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.7 $2.3M 96k 24.45
Blackstone Group Inc Com Cl A (BX) 0.7 $2.3M 13k 170.85
Gabelli Equity Trust (GAB) 0.6 $2.2M 364k 6.09
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.6 $2.2M 27k 82.73
Select Sector Spdr Tr Financial (XLF) 0.6 $2.2M 40k 53.87
Broadcom (AVGO) 0.6 $2.2M 6.5k 329.92
Cohen & Steers infrastucture Fund (UTF) 0.6 $2.1M 85k 24.80
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.6 $2.1M 35k 59.00
Vanguard World Consum Stp Etf (VDC) 0.6 $2.0M 9.6k 213.73
Pepsi (PEP) 0.6 $2.0M 14k 140.44
Vanguard World Energy Etf (VDE) 0.6 $2.0M 16k 125.86
Proshares Tr S&p 500 High Inc (ISPY) 0.6 $2.0M 43k 45.11
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.9M 4.1k 479.62
Vanguard World Utilities Etf (VPU) 0.5 $1.9M 9.9k 189.41
First Tr Exchange-traded SHS (FVD) 0.5 $1.9M 40k 46.24
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.5 $1.8M 29k 61.92
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.5 $1.7M 33k 51.91
Global X Fds Defense Tech Etf (SHLD) 0.5 $1.7M 24k 70.24
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $1.7M 19k 87.21
Intel Corporation (INTC) 0.5 $1.6M 49k 33.55
Royce Value Trust (RVT) 0.5 $1.6M 101k 16.13
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.6M 2.3k 669.38
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.5 $1.6M 73k 21.27
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.4 $1.5M 21k 73.57
Procter & Gamble Company (PG) 0.4 $1.5M 9.9k 153.65
Vanguard World Health Car Etf (VHT) 0.4 $1.5M 5.8k 259.62
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.4 $1.5M 39k 38.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.4M 23k 59.92
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.4 $1.4M 23k 59.15
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.4 $1.4M 62k 21.75
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.4 $1.3M 53k 24.70
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $1.3M 20k 65.00
Ares Capital Corporation (ARCC) 0.4 $1.3M 62k 20.41
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.3M 40k 31.62
International Business Machines (IBM) 0.4 $1.2M 4.4k 282.17
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $1.2M 4.2k 293.79
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE) 0.4 $1.2M 40k 30.38
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $1.2M 26k 45.84
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.2M 6.1k 195.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.3 $1.2M 23k 52.25
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.3 $1.2M 50k 23.71
Phillips Edison & Co Common Stock (PECO) 0.3 $1.2M 34k 34.33
Newmont Mining Corporation (NEM) 0.3 $1.1M 13k 84.31
Johnson & Johnson (JNJ) 0.3 $1.1M 6.0k 185.42
Prudential Financial (PRU) 0.3 $1.1M 11k 103.74
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.3 $1.1M 21k 50.54
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $1.1M 19k 55.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.3 $1.0M 19k 54.73
Abbvie (ABBV) 0.3 $1.0M 4.4k 231.55
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $1.0M 22k 46.96
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.3 $989k 15k 65.04
Alphabet Cap Stk Cl C (GOOG) 0.3 $983k 4.0k 243.57
Chevron Corporation (CVX) 0.3 $957k 6.2k 155.29
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $928k 2.8k 326.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $916k 2.0k 468.52
Vanguard World Extended Dur (EDV) 0.3 $908k 13k 68.45
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $865k 47k 18.24
Spdr Series Trust S&p Homebuild (XHB) 0.3 $862k 7.8k 110.80
Advanced Micro Devices (AMD) 0.2 $856k 5.3k 161.80
First Tr Exchange-traded SHS (QTEC) 0.2 $855k 3.7k 229.64
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE) 0.2 $845k 28k 30.22
Starwood Property Trust (STWD) 0.2 $814k 42k 19.37
Ishares Tr Russell 2000 Etf (IWM) 0.2 $813k 3.4k 241.97
Northrop Grumman Corporation (NOC) 0.2 $802k 1.3k 609.18
Bank of America Corporation (BAC) 0.2 $793k 15k 51.59
Tesla Motors (TSLA) 0.2 $786k 1.8k 444.72
Global X Fds Us Pfd Etf (PFFD) 0.2 $781k 40k 19.43
Meta Platforms Cl A (META) 0.2 $780k 1.1k 734.17
Lockheed Martin Corporation (LMT) 0.2 $779k 1.6k 499.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $769k 1.5k 502.74
Global X Fds Cybrscurty Etf (BUG) 0.2 $761k 22k 35.19
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $746k 7.7k 96.68
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $739k 16k 47.63
Vanguard World Mega Grwth Ind (MGK) 0.2 $727k 1.8k 402.50
Micron Technology (MU) 0.2 $726k 4.3k 167.32
Wal-Mart Stores (WMT) 0.2 $723k 7.0k 103.06
Eli Lilly & Co. (LLY) 0.2 $722k 946.00 763.29
Invesco Exchange Traded Fd T Building & Const (PKB) 0.2 $718k 7.5k 95.61
Ameriprise Financial (AMP) 0.2 $713k 1.5k 491.25
Exxon Mobil Corporation (XOM) 0.2 $706k 6.3k 112.76
Wp Carey (WPC) 0.2 $692k 10k 67.57
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.2 $680k 14k 49.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $677k 29k 23.28
Honeywell International (HON) 0.2 $669k 3.2k 210.49
Vanguard Index Fds Small Cp Etf (VB) 0.2 $662k 2.6k 254.28
Constellation Energy (CEG) 0.2 $639k 1.9k 329.15
Caterpillar (CAT) 0.2 $636k 1.3k 477.03
Hercules Technology Growth Capital (HTGC) 0.2 $622k 33k 18.91
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.2 $621k 63k 9.94
Nextera Energy (NEE) 0.2 $618k 8.2k 75.49
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.2 $617k 14k 44.20
Soundhound Ai Class A Com (SOUN) 0.2 $609k 38k 16.08
Archer Daniels Midland Company (ADM) 0.2 $600k 10k 59.74
Ishares Tr Us Consm Staples (IYK) 0.2 $594k 8.7k 68.39
Cisco Systems (CSCO) 0.2 $585k 8.6k 68.42
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $580k 71k 8.20
First Tr Exchange-traded SHS (FDL) 0.2 $577k 13k 43.41
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $576k 2.0k 293.81
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.2 $571k 39k 14.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $567k 2.0k 279.33
American Healthcare Reit Com Shs (AHR) 0.2 $564k 13k 42.01
Goldman Sachs (GS) 0.2 $561k 704.00 796.77
Costco Wholesale Corporation (COST) 0.2 $545k 588.00 926.07
Qualcomm (QCOM) 0.2 $538k 3.2k 166.35
Stoneco Com Cl A (STNE) 0.2 $532k 28k 18.91
Vanguard World Inf Tech Etf (VGT) 0.2 $530k 710.00 746.63
Philip Morris International (PM) 0.2 $529k 3.3k 162.18
Nrg Energy Com New (NRG) 0.2 $524k 3.2k 161.97
Strategy Ns 7handl Idx (HNDL) 0.2 $524k 24k 22.28
Arm Holdings Sponsored Ads (ARM) 0.1 $509k 3.6k 141.49
General Dynamics Corporation (GD) 0.1 $506k 1.5k 341.00
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $496k 3.7k 135.65
Casey's General Stores (CASY) 0.1 $489k 865.00 565.34
Select Sector Spdr Tr Technology (XLK) 0.1 $479k 1.7k 281.84
Visa Com Cl A (V) 0.1 $475k 1.4k 341.49
First Tr Exchange-traded Dorsy Wrgh Vlu (DVLU) 0.1 $474k 14k 33.61
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $472k 2.5k 189.73
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $470k 4.3k 110.46
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $464k 4.4k 104.52
S&p Global (SPGI) 0.1 $463k 952.00 486.71
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $462k 40k 11.60
Emerson Electric (EMR) 0.1 $456k 3.5k 131.16
Valero Energy Corporation (VLO) 0.1 $455k 2.7k 170.28
Ishares Tr Morningstar Grwt (ILCG) 0.1 $454k 4.4k 104.31
Vaneck Etf Trust Robotics Etf (IBOT) 0.1 $453k 9.1k 49.94
salesforce (CRM) 0.1 $448k 1.9k 237.06
Rocket Lab Corp (RKLB) 0.1 $448k 9.3k 47.91
Merck & Co (MRK) 0.1 $434k 5.2k 83.92
Eaton Corp SHS (ETN) 0.1 $434k 1.2k 374.19
Energy Fuels Com New (UUUU) 0.1 $430k 28k 15.35
Duke Energy Corp Com New (DUK) 0.1 $430k 3.5k 123.77
Central Securities (CET) 0.1 $430k 8.4k 51.37
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $429k 7.6k 56.47
Boeing Company (BA) 0.1 $423k 2.0k 215.83
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR) 0.1 $414k 13k 31.23
Alliant Energy Corporation (LNT) 0.1 $409k 6.1k 67.41
Boston Scientific Corporation (BSX) 0.1 $402k 4.1k 97.63
Cloudflare Cl A Com (NET) 0.1 $392k 1.8k 214.59
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $392k 6.2k 63.56
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $390k 9.4k 41.58
Capital Group Core Balanced SHS (CGBL) 0.1 $387k 11k 34.72
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $387k 15k 25.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $381k 7.0k 54.18
Citigroup Com New (C) 0.1 $378k 3.7k 101.50
Devon Energy Corporation (DVN) 0.1 $372k 11k 35.06
Mastercard Incorporated Cl A (MA) 0.1 $366k 644.00 568.89
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $360k 14k 25.85
Oracle Corporation (ORCL) 0.1 $358k 1.3k 281.26
American Express Company (AXP) 0.1 $355k 1.1k 332.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $350k 8.2k 42.79
ConocoPhillips (COP) 0.1 $350k 3.7k 94.59
Ishares Tr National Mun Etf (MUB) 0.1 $345k 3.2k 106.49
Spdr Series Trust S&p Regl Bkg (KRE) 0.1 $341k 5.4k 63.30
T. Rowe Price (TROW) 0.1 $340k 3.3k 102.65
Us Bancorp Del Com New (USB) 0.1 $339k 7.0k 48.33
At&t (T) 0.1 $333k 12k 28.24
BP Sponsored Adr (BP) 0.1 $332k 9.6k 34.46
Abbott Laboratories (ABT) 0.1 $331k 2.5k 133.94
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $330k 5.8k 57.10
Ishares Tr Msci Eafe Etf (EFA) 0.1 $329k 3.5k 93.37
Marvell Technology (MRVL) 0.1 $325k 3.9k 84.07
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $321k 6.1k 52.89
McDonald's Corporation (MCD) 0.1 $318k 1.0k 303.81
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $315k 4.0k 78.38
Xcel Energy (XEL) 0.1 $314k 3.9k 80.64
Oneok (OKE) 0.1 $314k 4.3k 72.97
Walt Disney Company (DIS) 0.1 $311k 2.7k 114.49
Select Sector Spdr Tr Communication (XLC) 0.1 $309k 2.6k 118.37
Ea Series Trust Bridgeway Blue (BBLU) 0.1 $309k 21k 15.03
Verizon Communications (VZ) 0.1 $305k 6.9k 43.95
General Motors Company (GM) 0.1 $299k 4.9k 60.97
Cheniere Energy Com New (LNG) 0.1 $297k 1.3k 235.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $296k 3.7k 79.93
Uber Technologies (UBER) 0.1 $294k 3.0k 97.97
Amphenol Corp Cl A (APH) 0.1 $293k 2.4k 123.75
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $292k 4.9k 59.93
Ge Aerospace Com New (GE) 0.1 $291k 968.00 300.70
Arista Networks Com Shs (ANET) 0.1 $282k 1.9k 145.71
Netflix (NFLX) 0.1 $281k 234.00 1198.92
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $279k 7.2k 38.57
Spdr Series Trust Portfli Tips Etf (SPIP) 0.1 $279k 11k 26.32
Oge Energy Corp (OGE) 0.1 $275k 5.9k 46.27
American Electric Power Company (AEP) 0.1 $274k 2.4k 112.49
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $270k 2.3k 117.16
Marathon Petroleum Corp (MPC) 0.1 $267k 1.4k 192.69
Kenvue (KVUE) 0.1 $266k 16k 16.23
Crowdstrike Hldgs Cl A (CRWD) 0.1 $265k 541.00 490.38
Williams Companies (WMB) 0.1 $258k 4.1k 63.34
Coca-Cola Company (KO) 0.1 $256k 3.9k 66.32
Ishares Msci Emrg Chn (EMXC) 0.1 $256k 3.8k 67.51
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $254k 13k 19.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $251k 1.7k 145.65
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $250k 4.5k 55.33
Allegheny Technologies Incorporated (ATI) 0.1 $248k 3.0k 81.34
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $248k 6.9k 36.00
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $247k 2.2k 112.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $247k 1.2k 208.71
Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $246k 14k 17.77
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.1 $245k 1.4k 178.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $241k 9.1k 26.34
Annaly Capital Management In Com New (NLY) 0.1 $238k 12k 20.21
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $236k 3.3k 72.44
Woodward Governor Company (WWD) 0.1 $236k 933.00 252.76
Semtech Corporation (SMTC) 0.1 $235k 3.3k 71.45
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.1 $234k 1.4k 166.13
Medtronic SHS (MDT) 0.1 $233k 2.4k 95.23
Capital One Financial (COF) 0.1 $231k 1.1k 212.52
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $231k 6.9k 33.42
Global X Fds Russell 2000 (RYLD) 0.1 $231k 15k 15.05
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $229k 493.00 463.64
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $228k 1.5k 148.61
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $225k 2.3k 99.95
Southern Company (SO) 0.1 $225k 2.4k 94.77
Nano Nuclear Energy (NNE) 0.1 $220k 5.7k 38.56
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $220k 10k 21.13
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $219k 1.6k 139.14
Gxo Logistics Incorporated Common Stock (GXO) 0.1 $218k 4.1k 52.89
Recursion Pharmaceuticals In Cl A (RXRX) 0.1 $216k 44k 4.88
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.1 $215k 4.9k 43.63
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $215k 2.7k 78.90
Rbc Cad (RY) 0.1 $215k 1.5k 147.32
Ishares Tr Select Us Reit (ICF) 0.1 $215k 3.5k 61.63
Martin Marietta Materials (MLM) 0.1 $214k 340.00 630.46
Ishares Tr Core High Dv Etf (HDV) 0.1 $214k 1.8k 122.46
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.1 $213k 4.8k 44.00
Dell Technologies CL C (DELL) 0.1 $212k 1.5k 141.77
Rockwell Automation (ROK) 0.1 $212k 605.00 349.51
Pfizer (PFE) 0.1 $210k 8.3k 25.48
Gaming & Leisure Pptys (GLPI) 0.1 $205k 4.4k 46.61
Gitlab Class A Com (GTLB) 0.1 $201k 4.5k 45.08
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $200k 3.5k 57.47
Kimbell Rty Partners Unit (KRP) 0.0 $162k 12k 13.49
Peakstone Realty Trust Common Shares (PKST) 0.0 $157k 12k 13.12
Community Healthcare Tr (CHCT) 0.0 $153k 10k 15.30
Fs Kkr Capital Corp (FSK) 0.0 $152k 10k 14.93
Park Hotels & Resorts Inc-wi (PK) 0.0 $133k 12k 11.08
Midcap Financial Invstmnt Com New (MFIC) 0.0 $132k 11k 11.99
Goldman Sachs Bdc SHS (GSBD) 0.0 $122k 12k 10.17
Lantronix Com New (LTRX) 0.0 $111k 24k 4.57
Blackrock Tcp Cap Corp (TCPC) 0.0 $74k 12k 6.20
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.0 $68k 12k 5.83
Myomo Com New (MYO) 0.0 $40k 45k 0.89
Cohen & Steers Infrastructur Right 10/16/2025 0.0 $6.7k 86k 0.08