Alera Investment Advisors

Alera Investment Advisors as of June 30, 2024

Portfolio Holdings for Alera Investment Advisors

Alera Investment Advisors holds 278 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio S&p 500 Etf Etf (SPLG) 11.6 $97M 1.5M 64.00
Ishares S&p 500 Growth Etf Etf (IVW) 7.2 $60M 644k 92.54
Ishares Russell 1000 Growth Etf Etf (IWF) 5.5 $46M 126k 364.51
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 4.3 $36M 728k 48.74
Ishares Russell 1000 Value Etf Etf (IWD) 3.9 $32M 184k 174.48
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF) 3.9 $32M 684k 46.94
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 3.6 $30M 372k 80.13
Ishares S&p 500 Value Etf Etf (IVE) 3.4 $28M 156k 182.00
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 3.3 $28M 162k 170.76
Ishares National Muni Bond Etf Etf (MUB) 3.2 $26M 246k 106.55
Ishares U.s. Technology Etf Etf (IYW) 2.3 $19M 128k 150.52
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.0 $17M 340k 49.42
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.8 $15M 156k 97.07
Ishares Short-term National Muni Bond Etf Etf (SUB) 1.8 $15M 143k 104.55
Ishares 20 Year Treasury Bond Etf Etf (TLT) 1.7 $14M 153k 91.78
Ishares Mbs Etf Etf (MBB) 1.6 $14M 148k 91.81
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 1.6 $13M 220k 59.21
Schwab Us Aggregate Bond Etf Etf (SCHZ) 1.5 $12M 270k 45.58
Apple Stock (AAPL) 1.4 $12M 57k 210.62
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.4 $11M 260k 43.76
Ishares Msci Eafe Etf Etf (EFA) 1.3 $11M 140k 78.33
Vanguard Tax-exempt Bond Etf Etf (VTEB) 1.2 $10M 206k 50.11
Microsoft Corp Stock (MSFT) 1.2 $10M 23k 446.95
Ishares Emerging Markets Equity Factor Etf Etf (EMGF) 1.2 $10M 215k 46.67
Ishares Core S&p 500 Etf Etf (IVV) 1.1 $9.3M 17k 547.23
Ishares Msci Eafe Growth Etf Etf (EFG) 1.0 $7.9M 78k 102.30
Blackrock Flexible Income Etf Etf (BINC) 0.8 $7.0M 134k 52.20
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.8 $6.9M 194k 35.55
Nvidia Corporation Stock (NVDA) 0.8 $6.8M 55k 123.54
Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $6.2M 85k 72.64
Vanguard S&p 500 Etf Etf (VOO) 0.7 $5.6M 11k 500.13
Spdr Portfolio Tips Etf Etf (SPIP) 0.6 $5.0M 195k 25.42
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.6 $4.9M 116k 42.12
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.6 $4.8M 90k 53.53
Amazon Stock (AMZN) 0.5 $4.3M 22k 193.25
Ishares Russell 2000 Etf Etf (IWM) 0.5 $3.8M 19k 202.89
Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $3.7M 6.8k 544.22
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.4 $3.7M 31k 117.49
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.4 $3.4M 95k 36.28
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.4 $3.4M 50k 67.56
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.4 $3.4M 71k 47.19
Vanguard Mid-cap Etf Etf (VO) 0.4 $3.3M 14k 242.10
Meta Platforms Inc Cl A Stock (META) 0.4 $3.1M 6.2k 504.23
Ishares Investment Grade Systematic Bond Etf Etf (IGEB) 0.4 $3.1M 71k 44.36
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.4 $3.0M 34k 88.48
Ishares S&p 100 Etf Etf (OEF) 0.4 $2.9M 11k 264.30
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $2.9M 16k 182.15
Ishares Tips Bond Etf Etf (TIP) 0.3 $2.6M 24k 106.78
Eli Lilly & Co Stock (LLY) 0.3 $2.5M 2.7k 905.42
Broadcom Stock (AVGO) 0.3 $2.2M 1.4k 1605.50
Jpmorgan Chase & Co Stock (JPM) 0.2 $2.1M 10k 202.26
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.2 $2.0M 74k 27.22
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $1.9M 36k 53.04
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $1.8M 10k 183.42
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $1.7M 16k 106.66
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.2 $1.6M 41k 40.23
Spdr S&p Dividend Etf Etf (SDY) 0.2 $1.6M 13k 127.18
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $1.6M 3.9k 406.80
Novo-nordisk A S Adr (NVO) 0.2 $1.6M 11k 142.74
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $1.6M 9.0k 173.81
Unitedhealth Group Stock (UNH) 0.2 $1.5M 2.9k 509.25
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $1.5M 9.6k 152.30
Visa Inc Com Cl A Stock (V) 0.2 $1.5M 5.5k 262.46
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.2 $1.4M 64k 22.57
Costco Whsl Corp Stock (COST) 0.2 $1.4M 1.7k 850.00
Tesla Stock (TSLA) 0.2 $1.4M 7.2k 197.88
Home Depot Stock (HD) 0.2 $1.4M 4.0k 344.22
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.2 $1.3M 42k 31.41
Procter And Gamble Stock (PG) 0.2 $1.3M 7.6k 164.93
Merck & Co Stock (MRK) 0.1 $1.2M 9.7k 123.80
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $1.2M 6.3k 182.52
Exxon Mobil Corp Stock (XOM) 0.1 $1.2M 10k 115.12
Ishares Russell 3000 Etf Etf (IWV) 0.1 $1.1M 3.7k 308.67
Arista Networks Stock (ANET) 0.1 $1.1M 3.1k 350.40
Walmart Stock (WMT) 0.1 $1.0M 16k 67.71
Ishares Convertible Bond Etf Etf (ICVT) 0.1 $1.0M 13k 78.63
Mastercard Incorporated Cl A Stock (MA) 0.1 $978k 2.2k 441.15
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $965k 12k 81.65
Philip Morris Intl Stock (PM) 0.1 $959k 9.5k 101.33
Cme Group Stock (CME) 0.1 $936k 4.8k 196.60
Abbvie Stock (ABBV) 0.1 $921k 5.4k 171.53
Johnson & Johnson Stock (JNJ) 0.1 $885k 6.1k 146.15
Netflix Stock (NFLX) 0.1 $883k 1.3k 674.90
Astrazeneca Adr (AZN) 0.1 $876k 11k 78.00
Ge Aerospace Stock (GE) 0.1 $860k 5.4k 158.97
Honeywell Intl Stock (HON) 0.1 $803k 3.8k 213.50
Thermo Fisher Scientific Stock (TMO) 0.1 $802k 1.5k 553.00
Intuitive Surgical Stock (ISRG) 0.1 $796k 1.8k 444.84
Aon Plc Shs Cl A Stock (AON) 0.1 $793k 2.7k 293.56
Bank America Corp Stock (BAC) 0.1 $776k 20k 39.77
Asml Holding N V N Y Registry Adr (ASML) 0.1 $775k 758.00 1022.75
Mckesson Corp Stock (MCK) 0.1 $746k 1.3k 584.06
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.1 $723k 19k 38.85
Abbott Labs Stock (ABT) 0.1 $709k 6.8k 103.91
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $701k 6.1k 115.47
Adobe Stock (ADBE) 0.1 $680k 1.2k 555.54
Danaher Corporation Stock (DHR) 0.1 $665k 2.7k 249.82
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $662k 7.9k 83.96
Morgan Stanley Stock (MS) 0.1 $648k 6.7k 97.19
Icici Bank Adr (IBN) 0.1 $642k 22k 28.81
Automatic Data Processing Stock (ADP) 0.1 $633k 2.7k 238.71
Union Pac Corp Stock (UNP) 0.1 $629k 2.8k 226.23
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $627k 6.1k 102.70
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $625k 12k 51.24
Coca Cola Stock (KO) 0.1 $610k 9.6k 63.65
Sap Se Adr (SAP) 0.1 $607k 3.0k 201.71
Progressive Corp Stock (PGR) 0.1 $607k 2.9k 207.71
Verizon Communications Stock (VZ) 0.1 $606k 15k 41.24
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.1 $605k 16k 37.92
Analog Devices Stock (ADI) 0.1 $600k 2.6k 228.24
Schwab Fundamental International Small Equity Etf Etf (FNDC) 0.1 $600k 17k 34.76
Chevron Corp Stock (CVX) 0.1 $590k 3.8k 156.43
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $581k 7.8k 74.89
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $564k 9.2k 61.64
Mcdonalds Corp Stock (MCD) 0.1 $564k 2.2k 254.85
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $562k 2.1k 267.51
Salesforce Stock (CRM) 0.1 $562k 2.2k 257.10
Texas Instrs Stock (TXN) 0.1 $544k 2.8k 194.53
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $543k 4.5k 119.32
Amgen Stock (AMGN) 0.1 $542k 1.7k 312.47
Cisco Sys Stock (CSCO) 0.1 $539k 11k 47.51
Caterpillar Stock (CAT) 0.1 $538k 1.6k 333.12
Nextera Energy Stock (NEE) 0.1 $537k 7.6k 70.81
Lam Research Corp Stock (LRCX) 0.1 $527k 495.00 1064.85
Vanguard Total Bond Market Etf Etf (BND) 0.1 $522k 7.3k 72.05
Colgate Palmolive Stock (CL) 0.1 $517k 5.3k 97.03
Booking Holdings Stock (BKNG) 0.1 $515k 130.00 3962.00
Blackrock Stock (BLK) 0.1 $515k 654.00 787.33
Rtx Corporation Stock (RTX) 0.1 $509k 5.1k 100.40
Chubb Stock (CB) 0.1 $507k 2.0k 255.08
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $502k 2.7k 182.55
Gallagher Arthur J & Co Stock (AJG) 0.1 $492k 1.9k 259.31
Oracle Corp Stock (ORCL) 0.1 $483k 3.4k 141.20
Advanced Micro Devices Stock (AMD) 0.1 $482k 3.0k 162.20
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $479k 7.3k 65.44
Ishares Russell 1000 Etf Etf (IWB) 0.1 $477k 1.6k 297.54
Conocophillips Stock (COP) 0.1 $473k 4.1k 114.38
Synopsys Stock (SNPS) 0.1 $468k 787.00 595.05
Applied Matls Stock (AMAT) 0.1 $464k 2.0k 236.00
S&p Global Stock (SPGI) 0.1 $456k 1.0k 446.00
Zoetis Inc Cl A Stock (ZTS) 0.1 $450k 2.6k 173.36
Schwab Charles Corp Stock (SCHW) 0.1 $447k 6.1k 73.68
Carrier Global Corporation Stock (CARR) 0.1 $446k 7.1k 63.08
Fastenal Stock (FAST) 0.1 $441k 7.0k 62.84
Comcast Corp New Cl A Stock (CMCSA) 0.1 $440k 11k 39.16
Vertex Pharmaceuticals Stock (VRTX) 0.1 $436k 930.00 468.71
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $429k 1.4k 303.44
Micron Technology Stock (MU) 0.1 $429k 3.3k 131.53
Ishares Short Treasury Bond Etf Etf (SHV) 0.1 $423k 3.8k 110.50
BP Adr (BP) 0.1 $421k 12k 36.10
Marsh & Mclennan Cos Stock (MMC) 0.1 $419k 2.0k 210.71
Regeneron Pharmaceuticals Stock (REGN) 0.1 $418k 398.00 1051.00
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) 0.1 $416k 12k 35.13
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.0 $414k 8.2k 50.31
Wells Fargo Stock (WFC) 0.0 $412k 6.9k 59.39
Ishares Gnma Bond Etf Etf (GNMA) 0.0 $408k 9.5k 43.07
Ametek Stock (AME) 0.0 $407k 2.4k 166.71
Novartis Adr (NVS) 0.0 $405k 3.8k 106.46
Qualcomm Stock (QCOM) 0.0 $404k 2.0k 199.18
Waste Mgmt Inc Del Stock (WM) 0.0 $399k 1.9k 213.31
Lockheed Martin Corp Stock (LMT) 0.0 $398k 851.00 467.11
Ishares U.s. Energy Etf Etf (IYE) 0.0 $397k 8.3k 48.00
Kla Corp Stock (KLAC) 0.0 $390k 473.00 824.56
Altria Group Stock (MO) 0.0 $386k 8.5k 45.55
Paychex Stock (PAYX) 0.0 $384k 3.2k 118.56
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG) 0.0 $383k 11k 36.51
Intuit Stock (INTU) 0.0 $375k 571.00 657.22
Innovator U.s. Equity Buffer Etf - June Etf (BJUN) 0.0 $367k 9.4k 39.08
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $364k 2.4k 153.88
Servicenow Stock (NOW) 0.0 $356k 452.00 786.62
Oreilly Automotive Stock (ORLY) 0.0 $355k 336.00 1056.00
HSBC HLDGS Adr (HSBC) 0.0 $350k 8.0k 43.52
Goldman Sachs Group Stock (GS) 0.0 $350k 773.00 452.29
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.0 $347k 3.5k 98.12
Fedex Corp Stock (FDX) 0.0 $341k 1.1k 299.88
Canadian Pacific Kansas City Stock (CP) 0.0 $338k 4.3k 78.73
Eog Res Stock (EOG) 0.0 $338k 2.7k 125.87
Totalenergies Se Adr (TTE) 0.0 $337k 5.1k 66.67
Royal Bk Cda Stock (RY) 0.0 $336k 3.2k 106.37
Starbucks Corp Stock (SBUX) 0.0 $335k 4.3k 77.85
Hilton Worldwide Hldgs Stock (HLT) 0.0 $333k 1.5k 218.20
Waste Connections Stock (WCN) 0.0 $330k 1.9k 175.37
Cummins Stock (CMI) 0.0 $329k 1.2k 276.94
Datadog Inc Cl A Stock (DDOG) 0.0 $323k 2.5k 129.70
Equinix Reit (EQIX) 0.0 $322k 426.00 756.67
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $322k 6.8k 47.19
At&t Stock (T) 0.0 $312k 16k 19.11
Lowes Cos Stock (LOW) 0.0 $309k 1.4k 220.45
Innovator International Developed Power Buffer Etf - July Etf (IJUL) 0.0 $307k 11k 28.12
Marathon Pete Corp Stock (MPC) 0.0 $303k 1.7k 173.47
Elevance Health Stock (ELV) 0.0 $302k 557.00 541.86
International Business Machs Stock (IBM) 0.0 $302k 1.7k 172.96
T-mobile Us Stock (TMUS) 0.0 $301k 1.7k 176.17
Linde Stock (LIN) 0.0 $299k 681.00 438.79
Motorola Solutions Stock (MSI) 0.0 $298k 772.00 386.04
Gilead Sciences Stock (GILD) 0.0 $298k 4.3k 68.62
Lpl Finl Hldgs Stock (LPLA) 0.0 $295k 1.1k 279.31
Entegris Stock (ENTG) 0.0 $293k 2.2k 135.40
Amphenol Corp New Cl A Stock (APH) 0.0 $290k 4.3k 67.38
Illinois Tool Wks Stock (ITW) 0.0 $289k 1.2k 236.94
American Express Stock (AXP) 0.0 $289k 1.2k 231.55
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.0 $288k 2.9k 100.65
Chunghwa Telecom Co Ltd Spon Adr New11 Adr (CHT) 0.0 $286k 7.4k 38.61
Northrop Grumman Corp Stock (NOC) 0.0 $285k 653.00 435.96
Shell Plc Spon Ads Adr (SHEL) 0.0 $280k 3.9k 72.18
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $279k 1.1k 262.75
Disney Walt Stock (DIS) 0.0 $275k 2.8k 99.30
Pnc Finl Svcs Group Stock (PNC) 0.0 $275k 1.8k 155.48
Ferrari N V Stock (RACE) 0.0 $273k 669.00 408.37
Fiserv Stock (FI) 0.0 $272k 1.8k 149.04
Relx Adr (RELX) 0.0 $272k 5.9k 45.88
Cadence Design System Stock (CDNS) 0.0 $270k 876.00 307.75
Royal Caribbean Group Stock (RCL) 0.0 $268k 1.7k 159.41
Vanguard Growth Etf Etf (VUG) 0.0 $267k 713.00 374.01
Ishares Esg Msci Usa Leaders Etf Etf (SUSL) 0.0 $263k 2.7k 97.43
Tjx Cos Stock (TJX) 0.0 $263k 2.4k 110.10
Sherwin Williams Stock (SHW) 0.0 $263k 880.00 298.38
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $261k 5.8k 45.22
Vita Coco Stock (COCO) 0.0 $260k 9.3k 27.85
Broadridge Finl Solutions Stock (BR) 0.0 $256k 1.3k 197.00
Norfolk Southn Corp Stock (NSC) 0.0 $255k 1.2k 214.67
Ishares Global Energy Etf Etf (IXC) 0.0 $253k 6.1k 41.51
Vici Pptys Reit (VICI) 0.0 $248k 8.7k 28.64
Yum Brands Stock (YUM) 0.0 $247k 1.9k 132.46
Old Dominion Freight Line Stock (ODFL) 0.0 $242k 1.4k 176.60
Eaton Corp Stock (ETN) 0.0 $241k 768.00 313.60
General Mls Stock (GIS) 0.0 $240k 3.8k 63.25
Kimberly-clark Corp Stock (KMB) 0.0 $239k 1.7k 138.19
Occidental Pete Corp Stock (OXY) 0.0 $238k 3.8k 63.03
Nike Inc Cl B Stock (NKE) 0.0 $237k 3.1k 75.37
Dow Stock (DOW) 0.0 $237k 4.5k 53.04
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $236k 1.6k 151.60
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $235k 4.8k 48.61
Innovator International Developed Power Buffer Etf - April Etf (IAPR) 0.0 $234k 8.7k 27.04
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $232k 2.5k 93.65
Citigroup Stock (C) 0.0 $232k 3.7k 63.46
Centerpoint Energy Stock (CNP) 0.0 $232k 7.5k 30.99
Bristol-myers Squibb Stock (BMY) 0.0 $227k 5.5k 41.53
Sumitomo Mitsui Finl Group Adr (SMFG) 0.0 $226k 17k 13.41
Westrock Coffee Stock (WEST) 0.0 $225k 22k 10.23
Bank Nova Scotia Halifax Stock (BNS) 0.0 $222k 4.8k 45.73
Ishares Expanded Tech Sector Etf Etf (IGM) 0.0 $219k 2.3k 94.31
Blackstone Stock (BX) 0.0 $219k 1.8k 123.81
Air Prods & Chems Stock (APD) 0.0 $218k 846.00 258.08
Heico Corp New Cl A Stock (HEI.A) 0.0 $218k 1.2k 177.50
Southern Stock (SO) 0.0 $217k 2.8k 77.57
Palo Alto Networks Stock (PANW) 0.0 $216k 638.00 339.00
Cenovus Energy Stock (CVE) 0.0 $215k 11k 19.66
Deere & Co Stock (DE) 0.0 $212k 568.00 373.67
Aflac Stock (AFL) 0.0 $212k 2.4k 89.32
Uber Technologies Stock (UBER) 0.0 $210k 2.9k 72.67
Stryker Corporation Stock (SYK) 0.0 $209k 614.00 340.26
Csx Corp Stock (CSX) 0.0 $209k 6.2k 33.45
Moodys Corp Stock (MCO) 0.0 $206k 489.00 420.88
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $205k 536.00 383.25
Bhp Group Adr (BHP) 0.0 $204k 3.6k 57.09
Intel Corp Stock (INTC) 0.0 $203k 6.6k 30.97
Shopify Inc Cl A Stock (SHOP) 0.0 $202k 3.1k 66.05
American Tower Corp Reit (AMT) 0.0 $202k 1.0k 194.33
Valero Energy Corp Stock (VLO) 0.0 $201k 1.3k 156.77
Vale S A Adr (VALE) 0.0 $193k 17k 11.17
Walkme Ltd Ord Stock 0.0 $191k 14k 13.97
Montauk Renewables Stock (MNTK) 0.0 $183k 32k 5.70
Mitsubishi Ufj Finl Group Adr (MUFG) 0.0 $172k 16k 10.80
Ase Technology Hldg Adr (ASX) 0.0 $168k 15k 11.42
Banco Santander Adr (SAN) 0.0 $166k 36k 4.63
United Microelectronics Corp Adr (UMC) 0.0 $145k 17k 8.76
Kinross Gold Corp Stock (KGC) 0.0 $136k 16k 8.32
Wipro Ltd Spon Adr 1 Sh Adr (WIT) 0.0 $129k 21k 6.10
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.0 $123k 12k 10.03
Mizuho Financial Group Adr (MFG) 0.0 $107k 25k 4.23
Monroe Cap Corp Cef (MRCC) 0.0 $97k 13k 7.61
Treace Med Concepts Stock (TMCI) 0.0 $93k 14k 6.65
Sibanye Stillwater Adr (SBSW) 0.0 $76k 17k 4.35
Terns Pharmaceuticals Stock (TERN) 0.0 $69k 10k 6.81
Waldencast Plc Class A Ord Stock (WALD) 0.0 $45k 13k 3.59
Omniab Stock (OABI) 0.0 $43k 11k 3.75
Pepsico Stock (PEP) 0.0 $0 5.1k 0.00