Blue Bell Private Wealth Management

Blue Bell Private Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Blue Bell Private Wealth Management

Blue Bell Private Wealth Management holds 676 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Trust Etf Call Option (SPY) 24.7 $130M 222k 586.08
General Amern Invs Cef (GAM) 7.0 $37M 718k 51.01
Schwab U.s. Large-cap Etf Etf (SCHX) 3.7 $19M 836k 23.18
Adams Diversified Equity Cef (ADX) 3.6 $19M 937k 20.20
Schwab U.s. Broad Market Etf Etf (SCHB) 2.7 $14M 628k 22.70
Tri Contl Corp Cef (TY) 2.5 $13M 412k 31.69
Ishares Russell 2000 Etf Etf (IWM) 1.9 $10M 46k 220.96
Invesco S&p 500 Equal Weight Etf Etf (RSP) 1.7 $8.8M 50k 175.23
Central Secs Corp Cef (CET) 1.7 $8.8M 193k 45.69
Vanguard Total Stock Market Etf Etf (VTI) 1.7 $8.7M 30k 289.81
Royce Small Cap Trust Cef (RVT) 1.5 $7.7M 484k 15.80
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 1.3 $6.7M 16k 425.50
Vanguard S&p 500 Etf Etf (VOO) 1.1 $5.9M 11k 538.79
Spdr Portfolio S&p 500 Etf Etf (SPLG) 1.0 $5.1M 73k 68.94
Apple Stock (AAPL) 1.0 $5.1M 20k 250.42
Ishares Core S&p 500 Etf Etf (IVV) 0.9 $4.9M 8.3k 588.68
Schwab U.s. Small-cap Etf Etf (SCHA) 0.9 $4.9M 188k 25.86
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.8 $4.2M 98k 43.27
Royce Micro-cap Tr Cef (RMT) 0.8 $4.2M 433k 9.75
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW) 0.8 $4.1M 116k 35.56
Srh Total Return Fund Cef (STEW) 0.8 $4.1M 257k 16.02
Innovator U.s. Equity Buffer Etf - June Etf (BJUN) 0.7 $3.9M 93k 41.52
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.7 $3.8M 138k 27.71
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.7 $3.8M 145k 26.07
Special Opportunities Cef (SPE) 0.7 $3.7M 250k 14.63
Invesco Qqq Trust Series I Etf (QQQ) 0.7 $3.6M 7.1k 511.19
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR) 0.7 $3.6M 99k 36.20
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT) 0.7 $3.5M 90k 39.57
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC) 0.7 $3.5M 117k 30.19
Neuberger Berman Next Generati Cef (NBXG) 0.6 $3.3M 258k 12.74
Blackrock Science & Technology Shs Ben Int Cef (BSTZ) 0.6 $3.3M 158k 20.71
Virtus Dividend Interest & Pr Cef (NFJ) 0.6 $2.9M 232k 12.63
Blackrock Innovation And Grw Shs Ben Int Cef (BTX) 0.6 $2.9M 390k 7.44
Blackrock Health Sciences Term Cef (BMEZ) 0.5 $2.7M 186k 14.40
Innovator U.s. Equity Buffer Etf - May Etf (BMAY) 0.5 $2.6M 64k 40.32
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA) 0.5 $2.6M 90k 28.77
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.5 $2.6M 61k 42.25
Innovator U.s. Equity Accelerated 9 Buffer Etf - July Etf (XBJL) 0.5 $2.6M 75k 34.14
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.5 $2.5M 62k 41.17
Microsoft Corp Stock (MSFT) 0.5 $2.5M 5.9k 421.51
Gabelli Divid & Income Tr Cef (GDV) 0.5 $2.5M 103k 24.15
Innovator U.s. Equity Buffer Etf - July Etf (BJUL) 0.5 $2.4M 54k 44.56
Schwab Us Dividend Equity Etf Etf (SCHD) 0.5 $2.4M 88k 27.32
Pacer Swan Sos Flex Etf (PSFM) 0.4 $2.3M 79k 29.67
Asa Gold And Precious Mtls Lmt Cef (ASA) 0.4 $2.3M 113k 20.22
Adam Nat Res Cef (PEO) 0.4 $2.2M 103k 21.74
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) 0.4 $2.1M 56k 36.80
Innovator U.s. Equity Buffer Etf - April Etf (BAPR) 0.4 $2.0M 45k 44.31
Gabelli Hlthcare & Wellness Tr Cef (GRX) 0.4 $2.0M 206k 9.64
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.4 $2.0M 70k 27.87
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.4 $1.9M 37k 51.38
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $1.8M 4.6k 401.56
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV) 0.3 $1.8M 48k 37.87
Innovator U.s. Equity Buffer Etf - October Etf (BOCT) 0.3 $1.7M 40k 43.23
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR) 0.3 $1.7M 41k 41.29
Nyli Cbre Gbl Infr Megtrnds Tr Cef (MEGI) 0.3 $1.7M 138k 12.17
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.3 $1.6M 41k 40.19
Innovator U.s. Equity Buffer Etf - March Etf (BMAR) 0.3 $1.6M 35k 46.14
Allianzim U.s. Large Cap Buffer10 Oct Etf Etf (OCTT) 0.3 $1.6M 41k 38.22
Abrdn Physical Gold Shares Etf Etf (SGOL) 0.3 $1.5M 61k 25.05
Innovator U.s. Equity Buffer Etf - February Etf (BFEB) 0.3 $1.5M 35k 43.07
Innovator U.s. Equity Buffer Etf - September Etf (BSEP) 0.3 $1.5M 35k 42.90
Innovator U.s. Equity Buffer Etf - August Etf (BAUG) 0.3 $1.5M 34k 43.58
Ft Vest Laddered Buffer Etf Etf (BUFR) 0.3 $1.5M 48k 30.47
Destra Multi-alternative Fd Common Shares Cef (DMA) 0.3 $1.4M 166k 8.46
Nvidia Corporation Stock (NVDA) 0.3 $1.3M 10k 134.30
Ellsworth Growth & Income Fd L Cef (ECF) 0.3 $1.3M 138k 9.69
Amazon Stock (AMZN) 0.2 $1.2M 5.7k 219.39
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL) 0.2 $1.2M 25k 48.97
Innovator U.s. Equity Buffer Etf - January Etf (BJAN) 0.2 $1.2M 25k 47.95
Gabelli Global Small & Mid Cap Cef (GGZ) 0.2 $1.2M 102k 11.70
Abrdn Total Dynamic Dividend Com Sh Ben Int Cef (AOD) 0.2 $1.2M 140k 8.41
Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT) 0.2 $1.1M 37k 30.57
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC) 0.2 $1.1M 29k 37.30
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $1.0M 6.3k 164.17
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - June Etf (XJUN) 0.2 $996k 26k 38.63
Bancroft Cef (BCV) 0.2 $982k 56k 17.71
Sprott Focus Tr Cef (FUND) 0.2 $978k 134k 7.32
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.2 $973k 27k 36.70
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG) 0.2 $937k 20k 46.54
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $872k 1.9k 453.28
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $827k 4.3k 190.45
Bny Mellon Strategic Muns Cef (LEO) 0.2 $822k 136k 6.04
Abrdn Life Sciences Investors Sh Ben Int Cef (HQL) 0.2 $816k 62k 13.12
Vanguard Small-cap Etf Etf (VB) 0.2 $811k 3.4k 240.28
Constellation Energy Corp Stock (CEG) 0.1 $781k 3.5k 223.71
Ft Vest Us Equity Buffer Etf - December Etf (FDEC) 0.1 $778k 18k 44.58
Clough Global Equity Cef (GLQ) 0.1 $769k 116k 6.66
Bny Mellon Strategic Mun Bd Cef (DSM) 0.1 $764k 132k 5.81
Essential Utils Stock (WTRG) 0.1 $760k 21k 36.32
Allspring Utilities And High I Wf Utilities Cef (ERH) 0.1 $760k 71k 10.72
Brookfield Real Assets Income Shs Ben Int Cef (RA) 0.1 $728k 55k 13.32
Allianzim U.s. Large Cap Buffer20 Jan Etf Etf (JANW) 0.1 $707k 21k 33.63
Vanguard Mid-cap Etf Etf (VO) 0.1 $697k 2.6k 264.13
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY) 0.1 $693k 15k 47.43
Spdr Gold Shares Etf (GLD) 0.1 $686k 2.8k 242.13
Swiss Helvetia Cef (SWZ) 0.1 $684k 91k 7.49
Tortoise Sustainable & Social Com Sh Ben Int Cef (TEAF) 0.1 $673k 56k 12.00
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG) 0.1 $665k 17k 38.50
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP) 0.1 $664k 15k 45.70
Walmart Stock (WMT) 0.1 $658k 7.3k 90.35
Virtus Total Return Cef (ZTR) 0.1 $652k 111k 5.86
Innovator U.s. Equity Buffer Etf - November Etf (BNOV) 0.1 $649k 17k 39.27
Meta Platforms Inc Cl A Stock (META) 0.1 $626k 1.1k 585.72
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $623k 3.3k 189.29
Jpmorgan Chase & Co Stock (JPM) 0.1 $622k 2.6k 239.71
Pioneer Municipal High Income Cef (MAV) 0.1 $606k 72k 8.43
Johnson & Johnson Stock (JNJ) 0.1 $599k 4.1k 144.64
Clough Global Opportunities Fd Sh Ben Int Cef (GLO) 0.1 $597k 117k 5.12
Saba Capital Income & Opportun Cef (SABA) 0.1 $594k 66k 9.06
Bny Mellon Mun Bd Infrastructu Cef (DMB) 0.1 $583k 56k 10.35
Calamos Lng Shr Eqt Dynamic Tr Cef (CPZ) 0.1 $581k 39k 14.83
Abrdn Healthcare Investors Sh Ben Int Cef (HQH) 0.1 $577k 36k 16.05
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $575k 4.5k 128.62
Neuberger Berman Mun Cef (NBH) 0.1 $573k 55k 10.35
Pacer Swan Sos Moderate Etf (PSMO) 0.1 $556k 20k 27.60
Blackrock N Y Mun Income Trust Sh Ben Int Cef (BNY) 0.1 $554k 54k 10.19
Herzfeld Caribbean Basin Fd In Cef (HERZ) 0.1 $549k 235k 2.33
Nuveen Pennsylvania Qlt Mun Cef (NQP) 0.1 $546k 49k 11.18
Allspring Global Dividend Oppo Cef (EOD) 0.1 $544k 109k 4.97
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT) 0.1 $539k 13k 42.63
Thornburg Incm Builder Opp Tr Cef (TBLD) 0.1 $532k 33k 16.28
Ishares S&p 100 Etf Etf (OEF) 0.1 $532k 1.8k 288.85
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $531k 5.2k 101.53
Csx Corp Stock (CSX) 0.1 $526k 16k 32.27
Mexico Equity & Income Cef (MXE) 0.1 $518k 65k 8.03
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL) 0.1 $514k 18k 29.43
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 0.1 $486k 11k 45.90
Nuveen Multi Asset Income Fund Cef (NMAI) 0.1 $474k 39k 12.04
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $468k 5.2k 89.33
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $448k 17k 26.63
Duff & Phelps Utlity And Infst Cef (DPG) 0.1 $439k 38k 11.69
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN) 0.1 $438k 12k 37.52
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $437k 8.6k 51.14
Alliancebernstein Natl Mun Inm Cef (AFB) 0.1 $433k 40k 10.87
Tesla Stock (TSLA) 0.1 $430k 1.1k 403.84
Ge Aerospace Stock (GE) 0.1 $428k 2.6k 166.77
John Hancock Hedged Equity & I Cef (HEQ) 0.1 $425k 42k 10.21
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $414k 3.6k 115.22
Exelon Corp Stock (EXC) 0.1 $403k 11k 37.64
Eli Lilly & Co Stock (LLY) 0.1 $399k 517.00 772.05
Royce Global Trust Cef (RGT) 0.1 $398k 37k 10.72
Clough Global Divid & Income F Cef (GLV) 0.1 $398k 73k 5.42
Oracle Corp Stock (ORCL) 0.1 $396k 2.4k 166.64
Schwab 1000 Index Etf Etf (SCHK) 0.1 $395k 14k 28.31
Exxon Mobil Corp Stock (XOM) 0.1 $393k 3.7k 107.57
Blackrock Enhanced Global Divi Cef (BOE) 0.1 $392k 36k 10.77
Abrdn Natl Mun Income Fd Sh Ben Int Cef (VFL) 0.1 $392k 39k 10.13
Schwab International Small-cap Equity Etf Etf (SCHC) 0.1 $386k 11k 34.33
Allianzim U.s. Large Cap Buffer10 Jan Etf Etf (JANT) 0.1 $382k 11k 36.08
Blackrock Munihldgs Ny Qlty Cef (MHN) 0.1 $380k 37k 10.34
Highland Opportunities Highland Income Cef (HFRO) 0.1 $379k 73k 5.19
Blackrock Esg Cap Allc Term Shs Ben Int Cef (ECAT) 0.1 $378k 23k 16.40
Mfs High Income Mun Tr Sh Ben Int Cef (CXE) 0.1 $374k 102k 3.68
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $371k 1.9k 195.83
New Germany Cef (GF) 0.1 $362k 46k 7.80
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY) 0.1 $359k 10k 35.91
High Income Secs Fd Shs Ben Int Cef (PCF) 0.1 $356k 55k 6.53
Honeywell Intl Stock (HON) 0.1 $353k 1.6k 225.95
Vanguard Value Etf Etf (VTV) 0.1 $351k 2.1k 169.30
Home Depot Stock (HD) 0.1 $342k 879.00 388.98
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $339k 1.8k 185.13
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.1 $336k 2.9k 115.72
Schwab International Equity Etf Etf (SCHF) 0.1 $331k 18k 18.50
Nuveen Dow 30 Dynmc Overwrt Cef (DIAX) 0.1 $328k 22k 15.06
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $320k 5.1k 62.31
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $319k 2.3k 137.57
Pacer Swan Sos Moderate Etf (PSMJ) 0.1 $317k 11k 28.43
Clearbridge Energy Midstrm Opp Cef (EMO) 0.1 $313k 6.7k 46.54
Pioneer Municipal High Income Cef (MHI) 0.1 $313k 34k 9.26
Pfizer Stock (PFE) 0.1 $309k 12k 26.53
Amplify Cybersecurity Etf Etf (HACK) 0.1 $305k 4.1k 74.49
Pioneer Mun High Income Opport Cef (MIO) 0.1 $303k 26k 11.86
Japan Smaller Capitalization F Cef (JOF) 0.1 $303k 40k 7.67
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $296k 2.7k 108.61
Abrdn Emrg Mkts Eqty Incm Cef (AEF) 0.1 $294k 57k 5.19
Costco Whsl Corp Stock (COST) 0.1 $294k 321.00 916.27
Wells Fargo Stock (WFC) 0.1 $289k 4.1k 70.24
Eaton Vance Tax-advantaged Glo Cef (ETO) 0.1 $287k 11k 25.26
Ishares Gold Trust Etf (IAU) 0.1 $286k 5.8k 49.51
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.1 $278k 14k 20.59
Allianzim U.s. Large Cap Buffer10 Jul Etf Etf (JULT) 0.1 $275k 7.0k 39.46
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.0 $262k 3.3k 78.46
Ft Vest U.s. Equity Moderate Buffer Etf - August Etf (GAUG) 0.0 $260k 7.4k 35.28
Ishares Silver Trust Etf (SLV) 0.0 $259k 9.8k 26.33
Comcast Corp New Cl A Stock (CMCSA) 0.0 $255k 6.8k 37.53
Union Pac Corp Stock (UNP) 0.0 $253k 1.1k 228.04
Nuveen Core Plus Impact Fund Com Ben Int Cef (NPCT) 0.0 $251k 24k 10.51
Morgan Stanley Stock (MS) 0.0 $245k 2.0k 125.71
Vanguard Information Technology Etf Etf (VGT) 0.0 $244k 392.00 621.80
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA) 0.0 $243k 8.7k 27.77
Allianzim U.s. Large Cap Buffer10 May Etf Etf (MAYT) 0.0 $234k 7.1k 33.19
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT) 0.0 $233k 5.9k 39.37
Disney Walt Stock (DIS) 0.0 $233k 2.1k 111.36
Vanguard Health Care Etf Etf (VHT) 0.0 $232k 914.00 253.56
Innovator U.s. Small Cap Power Buffer Etf - September Etf (KSEP) 0.0 $229k 8.9k 25.70
Procter And Gamble Stock (PG) 0.0 $226k 1.3k 167.65
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $221k 1.7k 131.76
Templeton Emerging Mkts Cef (EMF) 0.0 $218k 18k 11.95
Invesco Db Commodity Index Tracking Fund Etf (DBC) 0.0 $217k 10k 21.38
Pacer Swan Sos Flex Etf (PSFJ) 0.0 $215k 7.4k 29.16
Vaneck Semiconductor Etf Etf (SMH) 0.0 $215k 887.00 242.17
Merck & Co Stock (MRK) 0.0 $214k 2.2k 99.48
Bank America Corp Stock (BAC) 0.0 $213k 4.8k 43.95
Nuveen Vriabl Rat Pfd & Inm Cef (NPFD) 0.0 $206k 11k 18.23
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $204k 4.3k 47.83
Altria Group Stock (MO) 0.0 $204k 3.9k 52.30
Blackrock Enhanced Intl Div Tr Com Bene Inter Cef (BGY) 0.0 $203k 38k 5.31
Mastercard Incorporated Cl A Stock (MA) 0.0 $200k 380.00 526.57
Pimco Calif Mun Income Fd Ii Cef (PCK) 0.0 $200k 35k 5.72
Morgan Stanley India Invt Fd I Cef (IIF) 0.0 $194k 7.7k 25.27
Allianzim Us Large Cap Buffer10 Apr Etf Etf (APRT) 0.0 $192k 5.0k 38.55
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN) 0.0 $191k 4.9k 39.08
Tjx Cos Stock (TJX) 0.0 $190k 1.6k 120.81
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $189k 332.00 569.58
Blackrock Cap Allocation Term Cef (BCAT) 0.0 $186k 12k 15.15
Lazard Global Total Return & I Cef (LGI) 0.0 $186k 12k 15.98
Goldman Sachs Group Stock (GS) 0.0 $183k 319.00 572.62
Visa Inc Com Cl A Stock (V) 0.0 $180k 570.00 316.04
Arista Networks Stock (ANET) 0.0 $179k 1.6k 110.53
Tortoise Energy Infra Corp Cef (TYG) 0.0 $175k 4.2k 42.00
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.0 $175k 5.1k 34.11
Allianzim U.s. Large Cap Buffer10 Feb Etf Etf (FEBT) 0.0 $171k 5.1k 33.80
Blackrock Munihldngs Cali Qlty Cef (MUC) 0.0 $171k 16k 10.63
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $170k 2.8k 61.34
Pnc Finl Svcs Group Stock (PNC) 0.0 $169k 875.00 192.85
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $165k 2.9k 57.53
Rtx Corporation Stock (RTX) 0.0 $164k 1.4k 115.74
Mfs Mun Income Tr Sh Ben Int Cef (MFM) 0.0 $161k 30k 5.35
Wsfs Finl Corp Stock (WSFS) 0.0 $160k 3.0k 53.13
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP) 0.0 $157k 4.0k 39.09
Unitedhealth Group Stock (UNH) 0.0 $154k 304.00 505.50
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $152k 3.1k 48.33
Intel Corp Stock (INTC) 0.0 $151k 7.5k 20.05
Abrdn Physical Silver Shares Etf Etf (SIVR) 0.0 $149k 5.4k 27.57
Spdr S&p Regional Banking Etf Etf (KRE) 0.0 $148k 2.5k 60.35
Abrdn Japan Equity Fund Cef (JEQ) 0.0 $147k 26k 5.75
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 0.0 $140k 2.9k 47.82
Thermo Fisher Scientific Stock (TMO) 0.0 $140k 269.00 520.23
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $139k 3.1k 44.04
Invesco Tr Invt Grade Muns Cef (VGM) 0.0 $138k 14k 10.10
Blackrock Res & Commodities St Cef (BCX) 0.0 $138k 16k 8.54
Allianzim U.s. Large Cap Buffer10 Nov Etf Etf (NVBT) 0.0 $137k 4.2k 32.66
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - August Etf (XAUG) 0.0 $136k 4.0k 34.19
Western Asset Inter Muni Fd In Cef (SBI) 0.0 $136k 18k 7.74
Innovator Laddered Allocation Buffer Etf Etf (BUFB) 0.0 $136k 4.2k 32.30
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $134k 2.7k 50.13
Chubb Stock (CB) 0.0 $133k 481.00 276.30
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $133k 2.1k 63.45
NVR Stock (NVR) 0.0 $131k 16.00 8178.88
Ft Vest Nasdaq-100 Buffer Etf - September Etf (QSPT) 0.0 $130k 4.7k 27.65
Tortoise Power And Energy Infrastructure Fund Cef 0.0 $129k 6.4k 20.07
European Equity Cef (EEA) 0.0 $127k 16k 8.14
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.0 $126k 2.1k 59.14
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $125k 539.00 232.72
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - July Etf (XJUL) 0.0 $123k 3.5k 35.47
Invesco Mun Opportunity Tr Cef (VMO) 0.0 $120k 12k 9.72
Broadcom Stock (AVGO) 0.0 $120k 516.00 231.84
Eaton Corp Stock (ETN) 0.0 $120k 360.00 331.87
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU) 0.0 $118k 34k 3.52
Nuveen Quality Muncp Income Cef (NAD) 0.0 $117k 10k 11.66
Gamco Nat Res Gold & Income Tr Sh Ben Int Cef (GNT) 0.0 $116k 22k 5.29
Pacer Swan Sos Flex Etf (PSFO) 0.0 $112k 3.9k 28.69
Allianzim U.s. Large Cap Buffer10 Jun Etf Etf (JUNT) 0.0 $111k 3.4k 32.32
Lam Research Corp Stock (LRCX) 0.0 $110k 1.5k 72.23
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.0 $110k 876.00 124.96
International Business Machs Stock (IBM) 0.0 $109k 497.00 219.90
Nuveen New Jersey Qult Mun Cef (NXJ) 0.0 $108k 8.9k 12.17
Pepsico Stock (PEP) 0.0 $104k 681.00 152.06
Eaton Vance Tax-managed Global Cef (EXG) 0.0 $103k 12k 8.42
Gdl Fd Com Sh Ben It Cef (GDL) 0.0 $102k 13k 8.02
Fs Kkr Cap Corp Cef (FSK) 0.0 $101k 4.6k 21.72
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $101k 448.00 224.35
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $100k 291.00 342.77
Oceanfirst Finl Corp Stock (OCFC) 0.0 $99k 5.5k 18.10
Pimco New York Mun Income Fd I Cef (PYN) 0.0 $97k 17k 5.67
Verizon Communications Stock (VZ) 0.0 $97k 2.4k 40.00
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.0 $97k 2.0k 48.79
Salesforce Stock (CRM) 0.0 $96k 288.00 334.36
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $94k 528.00 178.08
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $93k 1.3k 70.28
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - September Etf (XSEP) 0.0 $93k 2.4k 38.91
Bank Montreal Que Stock (BMO) 0.0 $93k 960.00 97.05
Target Corp Stock (TGT) 0.0 $92k 678.00 135.18
Taiwan Cef (TWN) 0.0 $91k 2.4k 38.65
Humana Stock (HUM) 0.0 $91k 360.00 253.71
Highland Global Allocation Cef (HGLB) 0.0 $91k 13k 6.81
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC) 0.0 $91k 2.4k 38.42
Nuveen Ca Qualty Mun Income Cef (NAC) 0.0 $91k 8.0k 11.29
Innovator U.s. Equity Accelerated Etf - October Etf 0.0 $89k 2.9k 30.31
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP) 0.0 $89k 2.6k 34.60
Calamos Gbl Dyn Income Fund Cef (CHW) 0.0 $86k 13k 6.75
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $86k 720.00 119.18
L3harris Technologies Stock (LHX) 0.0 $86k 408.00 210.28
Allianzim U.s. Large Cap Buffer20 Feb Etf Etf (FEBW) 0.0 $84k 2.7k 30.98
Netflix Stock (NFLX) 0.0 $84k 94.00 891.32
Western Asset Managed Muns Cef (MMU) 0.0 $82k 8.0k 10.20
Franklin Unvl Tr Sh Ben Int Cef (FT) 0.0 $82k 11k 7.31
Eaton Vance New York Mun Bd Cef (ENX) 0.0 $81k 8.5k 9.53
American Elec Pwr Stock (AEP) 0.0 $81k 879.00 92.23
Vanguard Growth Etf Etf (VUG) 0.0 $81k 197.00 410.44
Boeing Stock (BA) 0.0 $81k 457.00 176.93
Blackstone Stock (BX) 0.0 $80k 462.00 172.42
Innovator U.s. Equity Accelerated Plus Etf - October Etf (XTOC) 0.0 $79k 2.7k 29.40
Eaton Vance Calif Mun Bd Cef (EVM) 0.0 $79k 8.6k 9.17
Lockheed Martin Corp Stock (LMT) 0.0 $79k 163.00 484.66
Cisco Sys Stock (CSCO) 0.0 $78k 1.3k 59.18
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) 0.0 $78k 2.1k 38.08
Shopify Inc Cl A Stock (SHOP) 0.0 $78k 730.00 106.33
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Etf (SMAY) 0.0 $77k 3.1k 24.79
Blackrock Muniyield Mich Qu Cef (MIY) 0.0 $77k 6.9k 11.18
Vanguard Large-cap Etf Etf (VV) 0.0 $76k 282.00 269.70
Sysco Corp Stock (SYY) 0.0 $75k 975.00 76.46
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN) 0.0 $74k 1.5k 48.09
Special Opportunities Fd Inc 2.75 Cnv Pfd C Convertible Preferred (SPE.PC) 0.0 $73k 3.1k 24.02
Citigroup Stock (C) 0.0 $73k 1.0k 70.39
Voya Emerging Mkts High Divid Cef (IHD) 0.0 $73k 15k 5.01
Axon Enterprise Stock (AXON) 0.0 $73k 122.00 594.32
Epam Sys Stock (EPAM) 0.0 $72k 309.00 233.82
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $72k 259.00 278.94
Ft Vest Nasdaq-100 Buffer Etf - June Etf (QJUN) 0.0 $72k 2.6k 28.03
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $72k 556.00 129.34
General Dynamics Corp Stock (GD) 0.0 $71k 271.00 263.49
Us Bancorp Del Stock (USB) 0.0 $70k 1.5k 47.83
Toronto Dominion Bk Ont Stock (TD) 0.0 $69k 1.3k 53.24
Allianzim U.s. Large Cap Buffer20 Nov Etf Etf (NVBW) 0.0 $69k 2.2k 30.97
Abbott Labs Stock (ABT) 0.0 $66k 587.00 113.11
Ishares Russell Top 200 Etf Etf (IWL) 0.0 $66k 456.00 144.74
Sprouts Fmrs Mkt Stock (SFM) 0.0 $65k 514.00 127.07
Western Ast Infl Lkd Opp & Inm Cef (WIW) 0.0 $65k 7.9k 8.27
Tcw Transform 500 Etf Etf (VOTE) 0.0 $64k 923.00 68.79
Intuitive Surgical Stock (ISRG) 0.0 $63k 120.00 521.96
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $62k 5.5k 11.28
Allianzim U.s. Large Cap Buffer10 Aug Etf Etf (AUGT) 0.0 $62k 2.0k 31.09
Nuveen S&p 500 Buy-write Incom Cef (BXMX) 0.0 $62k 4.4k 13.99
Coca Cola Stock (KO) 0.0 $61k 986.00 62.26
Principal Real Estate Income F Shs Ben Int Cef (PGZ) 0.0 $61k 6.1k 9.88
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $61k 317.00 190.95
Innovator International Developed Power Buffer Etf - October Etf (IOCT) 0.0 $60k 2.0k 29.30
Public Svc Enterprise Grp Stock (PEG) 0.0 $59k 695.00 84.49
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $58k 170.00 342.16
Cvs Health Corp Stock (CVS) 0.0 $58k 1.3k 44.89
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $57k 756.00 75.63
Defiance Quantum Etf Etf (QTUM) 0.0 $56k 687.00 81.15
Blackrock Stock (BLK) 0.0 $55k 54.00 1025.11
Advanced Micro Devices Stock (AMD) 0.0 $55k 452.00 120.79
Ft Vest Us Equity Deep Buffer Etf - December Etf (DDEC) 0.0 $53k 1.3k 40.14
Fulton Finl Corp Pa Stock (FULT) 0.0 $52k 2.7k 19.28
Philip Morris Intl Stock (PM) 0.0 $52k 432.00 120.35
Innovator U.s. Equity Accelerated Plus Etf - July Etf (XTJL) 0.0 $52k 1.5k 33.69
Te Connectivity Plc Ord Stock (TEL) 0.0 $52k 360.00 142.97
Lincoln Natl Corp Ind Stock (LNC) 0.0 $51k 1.6k 31.71
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $51k 398.00 127.59
Amplify Transformational Data Sharing Etf Etf (BLOK) 0.0 $51k 1.2k 43.19
Vaneck Gold Miners Etf Etf (GDX) 0.0 $50k 1.5k 33.91
Paypal Hldgs Stock (PYPL) 0.0 $50k 585.00 85.35
Booking Holdings Stock (BKNG) 0.0 $50k 10.00 4968.40
Invesco Phlx Semiconductor Etf Etf (SOXQ) 0.0 $50k 1.3k 39.22
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT) 0.0 $49k 961.00 51.34
Blackrock Munivest Fd Ii Cef (MVT) 0.0 $49k 4.6k 10.55
Alpha Architect Us Quantitative Value Etf Etf (QVAL) 0.0 $48k 1.1k 44.64
Ppg Inds Stock (PPG) 0.0 $48k 400.00 119.45
At&t Stock (T) 0.0 $47k 2.1k 22.77
Texas Instrs Stock (TXN) 0.0 $47k 250.00 187.51
Pacer Swan Sos Flex Etf (PSFD) 0.0 $46k 1.4k 33.09
3M Stock (MMM) 0.0 $46k 354.00 129.10
Amplify Online Retail Etf Etf (IBUY) 0.0 $46k 705.00 64.65
Ft Vest U.s. Equity Moderate Buffer Etf - September Etf (GSEP) 0.0 $46k 1.3k 35.04
Uber Technologies Stock (UBER) 0.0 $45k 753.00 60.32
Blackrock Muniyield N Y Qualit Cef (MYN) 0.0 $44k 4.4k 10.08
Amgen Stock (AMGN) 0.0 $44k 169.00 260.23
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN) 0.0 $43k 1.2k 36.00
Zoetis Inc Cl A Stock (ZTS) 0.0 $43k 266.00 162.93
Templeton Dragon Cef (TDF) 0.0 $42k 5.0k 8.49
Corning Stock (GLW) 0.0 $42k 882.00 47.52
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB) 0.0 $42k 840.00 49.77
Freshpet Stock (FRPT) 0.0 $42k 282.00 148.11
Prudential Finl Stock (PRU) 0.0 $42k 352.00 118.53
Motorola Solutions Stock (MSI) 0.0 $42k 90.00 462.23
Royal Bk Cda Stock (RY) 0.0 $42k 345.00 120.51
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO) 0.0 $41k 4.0k 10.13
Synchrony Financial Stock (SYF) 0.0 $41k 624.00 65.00
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE) 0.0 $40k 449.00 89.69
Abbvie Stock (ABBV) 0.0 $40k 223.00 177.31
Pimco New York Mun Fd Ii Cef (PNI) 0.0 $40k 5.5k 7.16
Innovator U.s. Equity Ultra Buffer Etf - January Etf (UJAN) 0.0 $39k 1.0k 38.95
Corteva Stock (CTVA) 0.0 $39k 683.00 56.96
Allianzim U.s. Large Cap 6 Month Buffer10 Apr/oct Etf Etf (SIXO) 0.0 $39k 1.2k 32.40
Cyberark Software Stock (CYBR) 0.0 $38k 115.00 333.15
Qualcomm Stock (QCOM) 0.0 $38k 246.00 153.62
Pacer Swan Sos Moderate Etf (PSMD) 0.0 $38k 1.3k 29.13
Blackrock Munihldgs Nj Qlty Cef (MUJ) 0.0 $37k 3.4k 11.07
Abrdn Global Dynamic Dividend Cef (AGD) 0.0 $37k 3.8k 9.80
Take-two Interactive Software Stock (TTWO) 0.0 $36k 196.00 184.08
Ollies Bargain Outlet Hldgs In Stock (OLLI) 0.0 $36k 326.00 109.73
E L F Beauty Stock (ELF) 0.0 $35k 280.00 125.55
Waste Mgmt Inc Del Stock (WM) 0.0 $35k 174.00 201.79
M & T Bk Corp Stock (MTB) 0.0 $34k 182.00 188.01
Snowflake Inc Cl A Stock (SNOW) 0.0 $34k 220.00 154.41
Badger Meter Stock (BMI) 0.0 $34k 160.00 212.12
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $34k 169.00 198.18
Fs Credit Opportunities Corp Cef (FSCO) 0.0 $33k 4.9k 6.82
Allianzim U.s. Large Cap Buffer10 Dec Etf Etf (DECT) 0.0 $33k 1.0k 31.87
Allianzim U.s. Large Cap Buffer10 Mar Etf Etf (MART) 0.0 $32k 962.00 33.70
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF) 0.0 $32k 720.00 44.91
Dominion Energy Stock (D) 0.0 $32k 585.00 53.86
Vanguard Financials Etf Etf (VFH) 0.0 $31k 266.00 118.07
Ford Mtr Stock (F) 0.0 $31k 3.2k 9.90
Ishares Tips Bond Etf Etf (TIP) 0.0 $31k 292.00 106.55
Johnson Ctls Intl Stock (JCI) 0.0 $31k 390.00 78.93
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB) 0.0 $30k 1.4k 21.51
Becton Dickinson & Co Stock (BDX) 0.0 $30k 131.00 226.87
Bristol-myers Squibb Stock (BMY) 0.0 $30k 525.00 56.56
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL) 0.0 $30k 807.00 36.67
Allianzim U.s. Large Cap Buffer20 Aug Etf Etf (AUGW) 0.0 $29k 1.0k 29.26
Schwab Us Tips Etf Etf (SCHP) 0.0 $29k 1.1k 25.83
Alpha Architect U.s. Quantitative Momentum Etf Etf (QMOM) 0.0 $29k 450.00 64.13
Innovator Etfs Trust Us Eqty Acc Etf Etf 0.0 $28k 993.00 28.50
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $27k 659.00 40.78
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $27k 76.00 351.79
Jacobs Solutions Stock (J) 0.0 $27k 200.00 133.62
International Flavors&fragranc Stock (IFF) 0.0 $27k 316.00 84.55
Sofi Technologies Stock (SOFI) 0.0 $27k 1.7k 15.40
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $26k 160.00 165.21
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $26k 505.00 52.23
Roundhill Sports Betting & Igaming Etf Etf (BETZ) 0.0 $26k 1.4k 18.95
Ast Spacemobile Inc Com Cl A Stock (ASTS) 0.0 $25k 1.2k 21.10
Blackrock Enhanced Large Cap C Cef (CII) 0.0 $24k 1.2k 20.10
Sealed Air Corp Stock (SEE) 0.0 $24k 706.00 33.83
Ebay Stock (EBAY) 0.0 $24k 381.00 61.95
Nucor Corp Stock (NUE) 0.0 $23k 200.00 116.71
Ishares Semiconductor Etf Etf (SOXX) 0.0 $23k 108.00 215.49
Pgim Short Dur Hig Yld Opp Cef (SDHY) 0.0 $23k 1.4k 16.12
Vaneck Video Gaming And Esports Etf Etf (ESPO) 0.0 $23k 276.00 83.39
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.0 $23k 610.00 37.42
Allianzim Us Large Cap Buffer20 Apr Etf Etf (APRW) 0.0 $22k 682.00 32.83
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $22k 424.00 52.47
Discover Finl Svcs Stock 0.0 $22k 128.00 173.23
Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) 0.0 $22k 2.7k 8.00
Check Point Software Tech Ltd Ord Stock (CHKP) 0.0 $22k 115.00 186.70
Innovator U.s. Equity Ultra Buffer Etf - October Etf (UOCT) 0.0 $21k 600.00 35.28
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY) 0.0 $21k 990.00 21.26
Allstate Corp Stock (ALL) 0.0 $21k 108.00 192.79
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $20k 844.00 24.06
Korea Cef (KF) 0.0 $20k 1.1k 18.44
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $20k 123.00 161.77
Manulife Finl Corp Stock (MFC) 0.0 $20k 646.00 30.71
Amphenol Corp New Cl A Stock (APH) 0.0 $20k 284.00 69.45
Tetra Tech Stock (TTEK) 0.0 $20k 490.00 39.84
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $19k 217.00 88.79
Liberty All-star Growth Cef (ASG) 0.0 $19k 3.3k 5.65
Micron Technology Stock (MU) 0.0 $19k 223.00 84.19
Keycorp Stock (KEY) 0.0 $18k 1.1k 17.14
Innovator Us Equity Accelerated Etf Etf (XDAP) 0.0 $18k 500.00 35.48
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $17k 200.00 86.31
Mexico Cef (MXF) 0.0 $17k 1.3k 13.20
Danaher Corporation Stock (DHR) 0.0 $17k 74.00 229.55
First Trust Global Wind Energy Etf Etf (FAN) 0.0 $17k 1.1k 14.80
Dell Technologies Inc Cl C Stock (DELL) 0.0 $17k 145.00 115.24
Phillips 66 Stock (PSX) 0.0 $17k 145.00 113.93
Univest Financial Corporation Stock (UVSP) 0.0 $16k 550.00 29.51
Eaton Vance Calif Mun Incom Tr Sh Ben Int Cef (CEV) 0.0 $15k 1.5k 10.04
Enterprise Prods Partners Stock (EPD) 0.0 $15k 485.00 31.35
HP Stock (HPQ) 0.0 $15k 464.00 32.63
Ares Capital Corp Cef (ARCC) 0.0 $14k 630.00 21.89
Gilead Sciences Stock (GILD) 0.0 $14k 148.00 92.37
Vaneck Low Carbon Energy Etf Etf (SMOG) 0.0 $14k 137.00 98.71
Adobe Stock (ADBE) 0.0 $13k 30.00 444.67
Allianzim U.s. Large Cap Buffer20 Jun Etf Etf (JUNW) 0.0 $13k 444.00 30.03
Alps Disruptive Technologies Etf Etf (DTEC) 0.0 $13k 294.00 45.34
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.0 $13k 236.00 56.48
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $13k 126.00 105.61
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $13k 156.00 84.14
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $13k 46.00 280.07
Allianzim U.s. Large Cap Buffer20 May Etf Etf (MAYW) 0.0 $13k 423.00 30.43
Innovate Equity Etf Etf (GINN) 0.0 $13k 207.00 61.66
Sprott Physical Gold Tr Unit Cef (PHYS) 0.0 $12k 614.00 20.14
Twist Bioscience Corp Stock (TWST) 0.0 $12k 266.00 46.47
Cadence Design System Stock (CDNS) 0.0 $12k 41.00 300.46
3d Printing Etf Etf (PRNT) 0.0 $12k 579.00 21.10
Automatic Data Processing Stock (ADP) 0.0 $12k 41.00 292.73
Blackrock Muniholdings Quality Cef (MUE) 0.0 $12k 1.2k 10.00
Conocophillips Stock (COP) 0.0 $12k 121.00 99.17
Ishares U.s. Tech Breakthrough Multisector Etf Etf (TECB) 0.0 $12k 224.00 53.19
Ishares Global Tech Etf Etf (IXN) 0.0 $12k 138.00 84.75
Bunge Global Sa Stock (BG) 0.0 $12k 150.00 77.76
Pentair Stock (PNR) 0.0 $11k 113.00 100.64
Wisdomtree Cybersecurity Fund Etf (WCBR) 0.0 $11k 400.00 28.26
American Airls Group Stock (AAL) 0.0 $11k 648.00 17.43
Proshares Ultra S&p 500 Etf (SSO) 0.0 $11k 120.00 92.51
Sun Life Financial Stock (SLF) 0.0 $11k 187.00 59.34
Powell Inds Stock (POWL) 0.0 $11k 50.00 221.66
Medtronic Stock (MDT) 0.0 $11k 136.00 79.88
Paychex Stock (PAYX) 0.0 $11k 77.00 140.22
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR) 0.0 $11k 209.00 50.39
Provident Finl Svcs Stock (PFS) 0.0 $11k 558.00 18.87
Under Armour Inc Cl C Stock (UA) 0.0 $10k 1.4k 7.46
Equus Total Return Cef (EQS) 0.0 $10k 9.1k 1.10
Dupont De Nemours Stock (DD) 0.0 $10k 131.00 76.25
Ranpak Holdings Corp Com Cl A Stock (PACK) 0.0 $9.6k 1.4k 6.88
Global X Silver Miners Etf Etf (SIL) 0.0 $9.6k 301.00 31.77
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $9.5k 400.00 23.76
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK) 0.0 $9.4k 291.00 32.31
Nordson Corp Stock (NDSN) 0.0 $9.2k 44.00 209.25
Vanguard Materials Etf Etf (VAW) 0.0 $9.2k 49.00 187.84
Range Cancer Therapeutics Etf Etf 0.0 $8.9k 723.00 12.31
Source Capital Com Shs Of Ben I Cef 0.0 $8.7k 200.00 43.49
United States Copper Index Fund Etf (CPER) 0.0 $8.6k 343.00 25.16
Roundhill Video Games Etf Etf (NERD) 0.0 $8.6k 436.00 19.76
Voya Glbl Adv & Prem Opp Cef (IGA) 0.0 $8.6k 935.00 9.20
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $8.6k 25.00 343.40
Ft Vest U.s. Equity Deep Buffer Etf - August Etf (DAUG) 0.0 $8.5k 215.00 39.68
Goldman Sachs Future Planet Equity Etf Etf (GSFP) 0.0 $8.4k 275.00 30.60
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.0 $8.2k 187.00 44.01
Pimco Calif Mun Income Cef (PCQ) 0.0 $8.2k 910.00 9.04
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $8.1k 207.00 39.36
The Campbells Company Stock (CPB) 0.0 $8.1k 193.00 41.88
Dow Stock (DOW) 0.0 $7.8k 194.00 40.13
Lendingclub Corp Stock (LC) 0.0 $7.7k 475.00 16.19
Pacer Us Cash Cows Growth Etf Etf (BUL) 0.0 $7.6k 163.00 46.36
Popular Stock (BPOP) 0.0 $7.4k 79.00 94.06
Rpm Intl Stock (RPM) 0.0 $7.4k 60.00 123.07
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) 0.0 $7.3k 270.00 27.05
Global X Cloud Computing Etf Etf (CLOU) 0.0 $7.2k 301.00 23.96
Ashland Stock (ASH) 0.0 $7.1k 100.00 71.46
Apogee Enterprises Stock (APOG) 0.0 $7.1k 100.00 71.41
Innovator Deepwater Frontier Tech Etf Etf (LOUP) 0.0 $7.0k 131.00 53.34
Kinder Morgan Inc Del Stock (KMI) 0.0 $6.9k 250.00 27.40
Vaneck Pharmaceutical Etf Etf (PPH) 0.0 $6.7k 78.00 86.28
Resideo Technologies Stock (REZI) 0.0 $6.6k 287.00 23.05
Schwab U.s. Reit Etf Etf (SCHH) 0.0 $6.3k 299.00 21.07
Ft Vest Laddered Deep Buffer Etf Etf (BUFD) 0.0 $6.0k 235.00 25.52
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $5.9k 61.00 96.84
Quantumscape Corp Com Cl A Stock (QS) 0.0 $5.9k 1.1k 5.19
Southern Copper Corp Stock (SCCO) 0.0 $5.8k 64.00 91.12
Enbridge Stock (ENB) 0.0 $5.8k 136.00 42.43
Alaska Air Group Stock (ALK) 0.0 $5.7k 88.00 64.75
Advansix Stock (ASIX) 0.0 $5.7k 200.00 28.49
Gyrodyne Stock (GYRO) 0.0 $5.6k 626.00 9.02
Ishares North American Natural Resources Etf Etf (IGE) 0.0 $5.6k 132.00 42.73
Spdr S&p Transportation Etf Etf (XTN) 0.0 $5.6k 65.00 86.68
Invesco Advantage Mun Income T Sh Ben Int Cef (VKI) 0.0 $5.6k 642.00 8.74
Invesco Municipal Trust Cef (VKQ) 0.0 $5.6k 567.00 9.81
Advisorshares Pure Us Cannabis Etf Etf (MSOS) 0.0 $5.5k 1.4k 3.81
Iqvia Hldgs Stock (IQV) 0.0 $5.3k 27.00 196.52
Pacer Swan Sos Conservative Etf (PSCQ) 0.0 $5.3k 200.00 26.47
First Trust Nasdaq Semiconductor Etf Etf (FTXL) 0.0 $5.2k 60.00 87.27
Invesco Pa Value Mun Inc Tr Cef (VPV) 0.0 $5.2k 501.00 10.29
General Mtrs Stock (GM) 0.0 $5.0k 93.00 53.27
Robo Global Artificial Intelligence Etf Etf (THNQ) 0.0 $4.9k 100.00 49.00
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $4.9k 64.00 76.23
Flaherty & Crumrine Total Retu Cef (FLC) 0.0 $4.9k 291.00 16.70
Southwest Airls Stock (LUV) 0.0 $4.7k 140.00 33.62
Global X Uranium Etf Etf (URA) 0.0 $4.7k 175.00 26.78
Verisk Analytics Stock (VRSK) 0.0 $4.7k 17.00 275.41
Rigetti Computing Stock (RGTI) 0.0 $4.6k 300.00 15.26
Chevron Corp Stock (CVX) 0.0 $4.5k 31.00 144.84
Kyndryl Hldgs Stock (KD) 0.0 $4.4k 126.00 34.60
Renaissance Ipo Etf Etf (IPO) 0.0 $4.4k 100.00 43.57
Proshares Ultra Russell2000 Etf (UWM) 0.0 $4.2k 100.00 41.85
Blackrock Muniyield Cef (MYD) 0.0 $4.2k 400.00 10.39
Siriusxm Holdings Stock (SIRI) 0.0 $4.1k 180.00 22.80
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $3.9k 19.00 206.89
Liberty Media Corp Del Com Lbty One S C Stock (FWONK) 0.0 $3.9k 42.00 92.67
Invesco Db Base Metals Fund Etf (DBB) 0.0 $3.8k 200.00 18.85
Kronos Worldwide Stock (KRO) 0.0 $3.7k 382.00 9.75
Proshares Ultra Msci Emerging Markets Etf (EET) 0.0 $3.7k 73.00 50.48
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $3.7k 156.00 23.56
Sprott Physical Silver Tr Tr Unit Cef (PSLV) 0.0 $3.6k 368.00 9.65
Veracyte Stock (VCYT) 0.0 $3.4k 85.00 39.60
Viatris Stock (VTRS) 0.0 $3.3k 266.00 12.45
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $3.3k 28.00 117.54
Schwab Charles Corp Stock (SCHW) 0.0 $3.1k 43.00 73.26
Pimco New York Mun Income Cef (PNF) 0.0 $3.0k 410.00 7.43
Payoneer Global Stock (PAYO) 0.0 $3.0k 300.00 10.04
Roundhill Ball Metaverse Etf Etf (METV) 0.0 $2.9k 200.00 14.38
Siren Etf Trust Siren Nasdaq Nexgen Economy Etf Etf (BLCN) 0.0 $2.6k 100.00 25.64
Wendys Stock (WEN) 0.0 $2.6k 157.00 16.30
Advisorshares Pure Cannabis Etf Etf (YOLO) 0.0 $2.6k 1.1k 2.42
Ishares Genomics Immunology And Healthcare Etf Etf (IDNA) 0.0 $2.5k 110.00 22.63
Mp Materials Corp Com Cl A Stock (MP) 0.0 $2.3k 150.00 15.60
Blackrock Munivest Cef (MVF) 0.0 $2.3k 325.00 7.04
Starbucks Corp Stock (SBUX) 0.0 $2.3k 25.00 90.00
Bigbear Ai Hldgs Stock (BBAI) 0.0 $2.2k 500.00 4.45
Nano X Imaging Ltd Ord Stock (NNOX) 0.0 $2.2k 300.00 7.20
Roblox Corp Cl A Stock (RBLX) 0.0 $2.1k 37.00 57.86
Ark Israel Innovative Technology Etf Etf (IZRL) 0.0 $2.1k 93.00 22.39
Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $2.1k 13.00 157.85
Vanguard Real Estate Etf Etf (VNQ) 0.0 $2.0k 23.00 89.09
Valhi Stock (VHI) 0.0 $2.0k 85.00 23.39
Ishares Msci Israel Etf Etf (EIS) 0.0 $1.9k 25.00 77.04
Corporacion Amer Arpts S A Stock (CAAP) 0.0 $1.9k 103.00 18.66
Virtus Convertible & Inc Fd Ii Cef 0.0 $1.9k 600.00 3.13
American Intl Group Stock (AIG) 0.0 $1.8k 25.00 72.80
Cavco Inds Inc Del Stock (CVCO) 0.0 $1.8k 4.00 446.25
Valvoline Stock (VVV) 0.0 $1.8k 49.00 36.18
Vaneck Israel Etf Etf (ISRA) 0.0 $1.7k 40.00 43.55
Under Armour Inc Cl A Stock (UAA) 0.0 $1.7k 200.00 8.28
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 0.0 $1.6k 14.00 115.21
Ishares Emerging Markets Equity Factor Etf Etf (EMGF) 0.0 $1.6k 35.00 45.23
Allegion Plc Ord Stock (ALLE) 0.0 $1.6k 12.00 130.67
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS) 0.0 $1.5k 19.00 80.84
Innovator Buffer Step-up Strategy Etf Etf (BSTP) 0.0 $1.5k 45.00 33.20
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.0 $1.5k 12.00 124.08
Ishares Global Financials Etf Etf (IXG) 0.0 $1.4k 15.00 96.07
Acm Resh Inc Com Cl A Stock (ACMR) 0.0 $1.4k 95.00 15.11
Kraneshares Global Carbon Strategy Etf Etf (KRBN) 0.0 $1.4k 48.00 29.31
Confluent Inc Class A Stock (CFLT) 0.0 $1.4k 50.00 27.96
Invesco Biotechnology & Genome Etf Etf (PBE) 0.0 $1.4k 21.00 66.52
V F Corp Stock (VFC) 0.0 $1.4k 65.00 21.46
Ishares Us Transportation Etf Etf (IYT) 0.0 $1.4k 20.00 67.55
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $1.3k 10.00 131.40
Yieldmax Magnificent 7 Fund Of Option Income Etfs Etf (YMAG) 0.0 $1.2k 64.00 19.25
Voya Asia Pac High Div Eqt Inm Cef (IAE) 0.0 $1.2k 196.00 6.06
Ark Fintech Innovation Etf Etf (ARKF) 0.0 $1.2k 32.00 37.06
Tr Activebeta Us Small Cap Equity Etf Etf (GSSC) 0.0 $1.1k 16.00 69.12
Yieldmax Nvda Option Income Strategy Etf Etf (NVDY) 0.0 $1.1k 46.00 23.35
Fidelity Electric Vehicles And Future Transportation Etf Etf (FDRV) 0.0 $1.1k 79.00 13.34
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $1.1k 15.00 70.00
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.0 $1.0k 85.00 12.24
Proshares Msci Transformational Changes Etf Etf (ANEW) 0.0 $1.0k 23.00 45.09
First Tr High Yield Opprt 2027 Cef (FTHY) 0.0 $1.0k 70.00 14.49
The Odp Corp Stock (ODP) 0.0 $1.0k 44.00 22.75
Innovator Premium Income 20 Barrier Etf - July Etf (JULH) 0.0 $997.000000 40.00 24.93
Ark Space Exploration & Innovation Etf Etf (ARKX) 0.0 $995.999400 51.00 19.53
Yieldmax Googl Option Income Strategy Etf Etf (GOOY) 0.0 $993.000300 67.00 14.82
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $992.001600 36.00 27.56
Perrigo Stock (PRGO) 0.0 $976.999000 38.00 25.71
Vanguard Extended Market Etf Etf (VXF) 0.0 $950.000000 5.00 190.00
Yieldmax Amzn Option Income Strategy Etf Etf (AMZY) 0.0 $941.000000 50.00 18.82
Yieldmax Aapl Option Income Strategy Etf Etf (APLY) 0.0 $938.002000 52.00 18.04
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $927.000000 12.00 77.25
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $895.000400 28.00 31.96
Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.0 $844.000500 15.00 56.27
Liberty Media Corp Del Com Lbty One S A Stock (FWONA) 0.0 $840.000000 10.00 84.00
Coterra Energy Stock (CTRA) 0.0 $834.999000 33.00 25.30
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $811.001100 61.00 13.30
Irobot Corp Stock (IRBT) 0.0 $798.002800 103.00 7.75
Yieldmax Tsla Option Income Strategy Etf Etf (TSLY) 0.0 $784.998500 55.00 14.27
Global X Fintech Etf Etf (FINX) 0.0 $785.000000 25.00 31.40
Yieldmax Nflx Option Income Strategy Etf Etf (NFLY) 0.0 $782.999900 43.00 18.21
Fidelity Digital Health Etf Etf (FDHT) 0.0 $781.000000 40.00 19.52
Axcelis Technologies Stock (ACLS) 0.0 $769.000100 11.00 69.91
Clean Energy Fuels Corp Stock (CLNE) 0.0 $753.000000 300.00 2.51
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.0 $744.000000 10.00 74.40
Luminar Technologies Inc Com New Cl A Stock (LAZR) 0.0 $732.006400 136.00 5.38
Global X Genomics & Biotechnology Etf Etf (GNOM) 0.0 $718.998800 74.00 9.72
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 0.0 $713.000400 21.00 33.95
Cambria Cannabis Etf Etf (TOKE) 0.0 $677.001600 132.00 5.13
Spdr S&p Kensho Clean Power Etf Etf (CNRG) 0.0 $606.000000 10.00 60.60
Albemarle Corp Stock (ALB) 0.0 $603.000300 7.00 86.14
Cleveland-cliffs Stock (CLF) 0.0 $564.000000 60.00 9.40
Sjw Group Stock (HTO) 0.0 $540.999800 11.00 49.18
Invesco Msci Sustainable Future Etf Etf (ERTH) 0.0 $525.999500 13.00 40.46
Yieldmax Dis Option Income Strategy Etf Etf (DISO) 0.0 $504.000000 30.00 16.80
Liberty Global Ltd Com Cl A Stock (LBTYA) 0.0 $459.000000 36.00 12.75
Invesco Solar Etf Etf (TAN) 0.0 $430.999400 13.00 33.15
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $397.999000 35.00 11.37
Yieldmax Ai Option Income Strategy Etf Etf (AIYY) 0.0 $342.000000 40.00 8.55
Yieldmax Coin Option Income Strategy Etf Etf (CONY) 0.0 $261.000000 20.00 13.05
Renn Cef (RCG) 0.0 $245.003000 110.00 2.23
Yieldmax Amd Option Income Strategy Etf Etf (AMDY) 0.0 $202.000000 20.00 10.10
Global X Cybersecurity Etf Etf (BUG) 0.0 $193.000200 6.00 32.17
Desktop Metal Inc Com Cl A Stock (DM) 0.0 $187.000000 80.00 2.34
Editas Medicine Stock (EDIT) 0.0 $177.002600 139.00 1.27
Putnam Managed Mun Income Tr Cef (PMM) 0.0 $119.000000 20.00 5.95
Iterum Therapeutics Stock 0.0 $116.998200 66.00 1.77
Federated Hermes Prem Muni Inm Cef (FMN) 0.0 $109.000000 10.00 10.90
Nuveen Select Mat Mun Fd Sh Ben Int Cef (NIM) 0.0 $87.000000 10.00 8.70
23andme Holding Co Cl A Stock (MEHCQ) 0.0 $81.000000 25.00 3.24
Ginkgo Bioworks Holdings Inc Cl A Stock (DNA) 0.0 $68.999700 7.00 9.86
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.0 $45.000000 1.00 45.00
Gt Biopharma Stock (GTBP) 0.0 $31.000000 10.00 3.10
Nikola Corp Stock (NKLAQ) 0.0 $19.000000 16.00 1.19
Spdr S&p International Dividend Etf Etf (DWX) 0.0 $0 0 0.00
Rivernorth Doubleline Strate Cef (OPP) 0.0 $0 0 0.00