Blue Bell Private Wealth Management

Blue Bell Private Wealth Management as of March 31, 2026

Portfolio Holdings for Blue Bell Private Wealth Management

Blue Bell Private Wealth Management holds 724 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Street Spdr S&p 500 Etf Etf (SPY) 20.3 $141M 217k 650.34
General Amern Invs Cef (GAM) 6.9 $48M 818k 58.47
Schwab U.s. Large-cap Etf Etf (SCHX) 3.0 $21M 816k 25.64
Adams Diversified Equity Cef (ADX) 2.8 $20M 894k 21.89
Central Secs Corp Cef (CET) 2.5 $17M 350k 49.66
Schwab U.s. Broad Market Etf Etf (SCHB) 2.2 $15M 597k 25.10
Tri Contl Corp Cef (TY) 2.0 $14M 430k 31.59
Ishares Russell 2000 Etf Etf (IWM) 1.8 $12M 50k 248.00
Vanguard Total Stock Market Etf Etf (VTI) 1.7 $12M 36k 320.81
Royce Small Cap Trust Cef (RVT) 1.6 $11M 654k 16.60
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 1.5 $11M 140k 76.54
Invesco S&p 500 Equal Weight Etf Etf (RSP) 1.4 $9.5M 50k 191.92
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 1.4 $9.5M 21k 463.19
Asa Gold And Precious Mtls Lmt Cef (ASA) 1.3 $9.0M 145k 62.03
Invesco Qqq Trust Series I Etf (QQQ) 1.2 $8.0M 14k 577.19
Vanguard S&p 500 Etf Etf (VOO) 1.1 $7.4M 12k 597.57
Apple Stock (AAPL) 1.1 $7.4M 29k 253.79
Royce Micro-cap Tr Cef (RMT) 1.0 $7.1M 632k 11.31
Ishares Core S&p 500 Etf Etf (IVV) 0.9 $6.6M 10k 653.21
Srh Total Return Fund Cef (STEW) 0.9 $6.0M 351k 17.10
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA) 0.8 $5.8M 184k 31.28
Saba Capital Income & Oprnt Cef (BRW) 0.8 $5.4M 802k 6.74
Aptus October Buffer Etf Etf (OCTB) 0.8 $5.4M 214k 25.06
Schwab U.s. Small-cap Etf Etf (SCHA) 0.7 $5.2M 179k 29.08
Neuberger Next Generation Cef (NBXG) 0.7 $5.0M 392k 12.87
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.6 $4.5M 93k 48.49
Gabelli Divid & Income Tr Cef (GDV) 0.6 $4.3M 159k 26.93
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.6 $4.3M 140k 30.50
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.6 $4.2M 137k 30.96
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR) 0.6 $4.2M 105k 40.49
Special Opportunities Cef (SPE) 0.6 $4.1M 295k 13.76
Microsoft Corp Stock (MSFT) 0.6 $4.0M 11k 370.18
Innovator U.s. Equity Buffer Etf - June Etf (BJUN) 0.6 $3.9M 85k 46.25
Blackrock Science & Technology Shs Ben Int Cef (BSTZ) 0.5 $3.7M 166k 22.15
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC) 0.5 $3.7M 111k 32.89
Virtus Dividend Interest & Pr Cef (NFJ) 0.5 $3.6M 289k 12.61
Allianzim U.s. Equity Buffer20 Oct Etf Etf (OCTW) 0.5 $3.5M 92k 38.47
Innovator U.s. Equity Accelerated 9 Buffer Etf - July Etf (XBJL) 0.5 $3.2M 83k 38.02
Adam Nat Res Cef (PEO) 0.5 $3.2M 113k 27.80
Johnson & Johnson Stock (JNJ) 0.4 $3.1M 13k 244.45
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT) 0.4 $3.1M 72k 43.11
Innovator U.s. Equity Buffer Etf - May Etf (BMAY) 0.4 $3.1M 68k 44.87
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.4 $2.9M 47k 61.26
Nyli Cbre Gbl Infr Megtrnds Tr Cef (MEGI) 0.4 $2.9M 195k 14.69
Gabelli Healthcare & Wellness Cef (GRX) 0.4 $2.8M 309k 9.05
Amazon Stock (AMZN) 0.4 $2.7M 13k 208.27
Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $2.6M 86k 30.68
Abrdn Physical Gold Shares Etf Etf (SGOL) 0.4 $2.6M 59k 44.62
Saba Capital Income & Opportun Cef (SABA) 0.4 $2.6M 307k 8.32
Clearbridge Energy Midstream O Cef (EMO) 0.4 $2.5M 48k 52.82
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.4 $2.5M 54k 45.97
Innovator U.s. Equity Buffer Etf - July Etf (BJUL) 0.4 $2.5M 50k 49.69
Nvidia Corporation Stock (NVDA) 0.4 $2.4M 14k 174.40
Pacer Swan Sos Flex Etf (PSFM) 0.4 $2.4M 75k 32.44
Gabelli Global Small & Mid Cap Cef (GGZ) 0.3 $2.4M 159k 15.02
Innovator U.s. Equity Buffer Etf - April Etf (BAPR) 0.3 $2.4M 48k 48.98
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.3 $2.4M 51k 46.13
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.3 $2.3M 36k 64.08
Bancroft Cef (BCV) 0.3 $2.3M 108k 21.54
Ellsworth Growth & Income Cef (ECF) 0.3 $2.3M 208k 11.15
Blackrock Health Sciences Term Cef (BMEZ) 0.3 $2.3M 158k 14.36
Innovator U.s. Equity Buffer Etf - January Etf (BJAN) 0.3 $2.3M 42k 53.33
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR) 0.3 $2.2M 50k 44.91
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $2.2M 5.2k 426.43
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.3 $2.1M 72k 29.13
Sprott Focus Tr Cef (FUND) 0.3 $2.1M 216k 9.54
Blackrock Tech And Private Equ Shs Ben Int Cef (BTX) 0.3 $2.0M 306k 6.60
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) 0.3 $2.0M 50k 40.10
Destra Multi-alternative Fd Common Shares Cef (DMA) 0.3 $2.0M 247k 8.11
Innovator U.s. Equity Buffer Etf - March Etf (BMAR) 0.3 $1.9M 37k 52.49
Exxon Mobil Corp Stock (XOM) 0.3 $1.9M 11k 169.66
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.3 $1.9M 34k 56.50
Innovator U.s. Equity Buffer Etf - October Etf (BOCT) 0.3 $1.9M 40k 47.99
Spdr Gold Shares Etf (GLD) 0.3 $1.7M 4.1k 430.29
Duff & Phelps Utlity And Infst Cef (DPG) 0.3 $1.7M 121k 14.44
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $1.7M 6.0k 286.84
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.2 $1.7M 38k 44.62
Innovator U.s. Equity Buffer Etf - September Etf (BSEP) 0.2 $1.7M 35k 48.08
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV) 0.2 $1.7M 42k 40.86
Innovator U.s. Equity Buffer Etf - February Etf (BFEB) 0.2 $1.6M 33k 47.70
Ft Vest Laddered Buffer Etf Etf (BUFR) 0.2 $1.6M 47k 33.77
Liberty All-star Growth Cef (ASG) 0.2 $1.6M 330k 4.75
Clough Global Equity Cef (GLQ) 0.2 $1.6M 208k 7.53
Innovator U.s. Equity Buffer Etf - August Etf (BAUG) 0.2 $1.6M 32k 48.85
Allianzim U.s. Equity Buffer10 Oct Etf Etf (OCTT) 0.2 $1.5M 36k 42.32
Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT) 0.2 $1.5M 45k 33.93
Clough Global Opportunities Fd Sh Ben Int Cef (GLO) 0.2 $1.4M 260k 5.57
Abrdn Life Sciences Investors Sh Ben Int Cef (HQL) 0.2 $1.4M 88k 16.27
Royce Global Trust Cef (RGT) 0.2 $1.4M 106k 13.36
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP) 0.2 $1.4M 28k 50.33
Nuveen S&p 500 Dynamic Overwri Cef (SPXX) 0.2 $1.3M 80k 16.07
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL) 0.2 $1.2M 22k 54.72
Vanguard Small-cap Etf Etf (VB) 0.2 $1.2M 4.6k 261.92
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC) 0.2 $1.2M 30k 40.31
John Hancock Diversified Incom Cef (HEQ) 0.2 $1.2M 109k 10.86
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $1.2M 4.1k 287.57
Jpmorgan Chase & Co Stock (JPM) 0.2 $1.2M 4.0k 294.16
Vanguard Mid-cap Etf Etf (VO) 0.2 $1.1M 4.0k 287.18
New Germany Cef (GF) 0.2 $1.1M 109k 10.22
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG) 0.2 $1.1M 21k 51.78
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $1.1M 9.7k 113.11
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $1.1M 5.8k 189.59
Allspring Utilities And High I Wf Utilities Cef (ERH) 0.2 $1.1M 90k 12.10
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN) 0.2 $1.1M 26k 41.72
Corning Stock (GLW) 0.1 $1.0M 7.5k 135.97
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $1.0M 2.1k 479.20
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 0.1 $1.0M 20k 50.41
Qualcomm Stock (QCOM) 0.1 $1.0M 7.9k 128.78
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - June Etf (XJUN) 0.1 $1.0M 23k 42.96
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.1 $991k 25k 39.80
Allspring Global Dividend Oppo Cef (EOD) 0.1 $985k 169k 5.83
Japan Smaller Capitalization F Cef (JOF) 0.1 $982k 90k 10.90
Clough Global Divid & Income F Cef (GLV) 0.1 $975k 165k 5.92
Walmart Stock (WMT) 0.1 $949k 7.6k 124.28
Constellation Energy Corp Stock (CEG) 0.1 $944k 3.4k 279.25
Ft Vest Us Equity Buffer Etf - December Etf (FDEC) 0.1 $938k 19k 49.72
Mexico Equity & Income Cef (MXE) 0.1 $914k 71k 12.90
Tesla Stock (TSLA) 0.1 $913k 2.5k 371.75
Calamos Gbl Dyn Income Fund Cef (CHW) 0.1 $891k 123k 7.26
Virtus Total Return Cef (ZTR) 0.1 $865k 131k 6.62
Visa Inc Com Cl A Stock (V) 0.1 $836k 2.8k 302.24
Essential Utils Stock (WTRG) 0.1 $820k 20k 40.27
Highland Opps & Income Fd Highland Income Cef (HFRO) 0.1 $795k 139k 5.71
Bny Mellon Strategic Muns Cef (LEO) 0.1 $794k 126k 6.29
Ishares Silver Trust Etf (SLV) 0.1 $775k 11k 68.14
Allianzim U.s. Equity Buffer10 Jan Etf Etf (JANT) 0.1 $759k 19k 40.12
Blackrock Muniyield N Y Qualit Cef (MYN) 0.1 $742k 77k 9.60
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY) 0.1 $733k 14k 52.80
Meta Platforms Inc Cl A Stock (META) 0.1 $728k 1.3k 572.04
Brookfield Real Assets Income Shs Ben Int Cef (RA) 0.1 $725k 56k 12.86
Allianzim U.s. Equity Buffer20 Jan Etf Etf (JANW) 0.1 $720k 20k 36.48
Caseys Gen Stores Stock (CASY) 0.1 $716k 984.00 727.86
Blackrock Enhanced Global Cef (BOE) 0.1 $708k 65k 10.96
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 0.1 $695k 13k 53.40
Home Depot Stock (HD) 0.1 $683k 2.1k 328.85
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT) 0.1 $666k 14k 47.68
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $665k 4.7k 142.43
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $663k 3.5k 191.82
Bny Mellon Strategic Mun Bd Cef (DSM) 0.1 $656k 109k 6.01
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $651k 3.5k 184.28
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG) 0.1 $649k 15k 42.72
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $646k 6.4k 100.17
Calamos Lng Shr Eqt Dynamic Tr Cef (CPZ) 0.1 $622k 46k 13.57
Ishares S&p 100 Etf Etf (OEF) 0.1 $612k 1.9k 318.07
Innovator U.s. Equity Buffer Etf - November Etf (BNOV) 0.1 $610k 14k 43.02
Vanguard Value Etf Etf (VTV) 0.1 $596k 3.0k 196.20
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $593k 4.8k 124.31
Schwab International Equity Etf Etf (SCHF) 0.1 $584k 24k 24.75
Pacer Swan Sos Moderate Etf (PSMO) 0.1 $577k 19k 30.18
Monolithic Pwr Sys Stock (MPWR) 0.1 $572k 523.00 1093.35
Schwab International Small-cap Equity Etf Etf (SCHC) 0.1 $562k 12k 46.74
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $551k 17k 32.95
Abrdn Total Dynamic Dividend Com Sh Ben Int Cef (AOD) 0.1 $548k 60k 9.21
Virtus Convertible & Income Cef (NCV) 0.1 $547k 37k 14.88
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $544k 2.6k 211.16
Bny Mellon Mun Bd Infrastructu Cef (DMB) 0.1 $544k 52k 10.54
Costco Wholesale Corporation Stock (COST) 0.1 $539k 541.00 996.43
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $538k 2.5k 215.02
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL) 0.1 $528k 17k 32.03
Eli Lilly & Co Stock (LLY) 0.1 $527k 573.00 919.77
Oracle Corp Stock (ORCL) 0.1 $524k 3.6k 147.11
Total Return Securities Fund Cef (SWZ) 0.1 $524k 88k 5.93
Csx Corp Stock (CSX) 0.1 $507k 12k 41.05
Neuberger Mun Cef (NBH) 0.1 $506k 50k 10.15
Tortoise Energy Infrstrctr Cp Cef (TYG) 0.1 $504k 10k 49.85
Abrdn Natl Mun Income Fd Sh Ben Int Cef (VFL) 0.1 $495k 50k 9.96
Eaton Vance Tax-managed Global Cef (ETW) 0.1 $491k 56k 8.78
Exelon Corp Stock (EXC) 0.1 $484k 9.9k 49.02
Ishares Gold Trust Etf (IAU) 0.1 $481k 5.5k 88.16
Aptus January Buffer Etf Etf (JANB) 0.1 $478k 19k 25.10
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN) 0.1 $475k 11k 41.83
Allianzim U.s. Equity Buffer10 May Etf Etf (MAYT) 0.1 $472k 13k 37.01
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $472k 12k 38.42
Mckesson Corp Stock (MCK) 0.1 $470k 543.00 865.36
Allianzim U.s. Equity Buffer10 Apr Etf Etf (APRT) 0.1 $468k 11k 42.50
Citigroup Stock (C) 0.1 $461k 4.1k 113.41
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - September Etf (XSEP) 0.1 $456k 11k 41.88
Gdl Fd Com Sh Ben It Cef (GDL) 0.1 $452k 54k 8.33
Vanguard Health Care Etf Etf (VHT) 0.1 $448k 1.6k 272.25
Firstcash Holdings Stock (FCFS) 0.1 $442k 2.4k 188.00
Tjx Cos Stock (TJX) 0.1 $439k 2.8k 159.70
Carpenter Technology Corp Stock (CRS) 0.1 $439k 1.1k 394.15
Cisco Sys Stock (CSCO) 0.1 $438k 5.6k 77.58
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY) 0.1 $428k 11k 39.94
Bank Of Amer Corp Stock (BAC) 0.1 $423k 8.7k 48.75
Nebius Group N.v. Shs Class A Stock (NBIS) 0.1 $418k 4.0k 103.76
Abrdn Physical Silver Shares Etf Etf (SIVR) 0.1 $410k 5.7k 71.61
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $409k 1.9k 213.68
Wells Fargo & Co Stock (WFC) 0.1 $407k 5.1k 79.61
Merck & Co Stock (MRK) 0.1 $404k 3.4k 120.29
Honeywell Intl Stock (HON) 0.1 $404k 1.8k 226.09
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $403k 7.1k 56.58
High Income Secs Fd Shs Ben Int Cef (PCF) 0.1 $398k 72k 5.52
Schwab 1000 Index Etf Etf (SCHK) 0.1 $391k 13k 31.33
Nuveen Multi Asset Income Fund Cef (NMAI) 0.1 $391k 32k 12.40
International Business Machs Stock (IBM) 0.1 $388k 1.6k 242.41
Api Group Corp Com Stk Stock (APG) 0.1 $383k 9.5k 40.52
Mfs High Income Mun Tr Sh Ben Int Cef (CXE) 0.1 $383k 103k 3.71
Lam Research Corp Stock (LRCX) 0.1 $378k 1.8k 213.66
Abrdn Healthcare Investors Sh Ben Int Cef (HQH) 0.1 $372k 21k 17.79
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.1 $372k 2.9k 128.24
Pacer Swan Sos Moderate Etf (PSMJ) 0.1 $370k 12k 31.83
Vse Corp Stock (VSEC) 0.1 $369k 2.0k 184.40
Amkor Technology Stock (AMKR) 0.1 $364k 8.1k 45.03
Morgan Stanley Stock (MS) 0.1 $362k 2.2k 164.57
Alliancebernstein Natl Mun Inm Cef (AFB) 0.1 $361k 34k 10.69
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.1 $359k 3.8k 93.66
Vanguard Information Technology Etf Etf (VGT) 0.1 $359k 515.00 697.72
Broadcom Stock (AVGO) 0.1 $351k 1.1k 309.45
European Equity Cef (EEA) 0.1 $351k 36k 9.89
Innovator Laddered Allocation Buffer Etf Etf (BUFB) 0.1 $351k 9.8k 35.91
Ge Vernova Stock (GEV) 0.1 $348k 399.00 872.90
Abrdn Emerging Markets Ex Chin Cef (AEF) 0.0 $347k 48k 7.29
Innovator U.s. Equity Buffer Etf - December Etf (BDEC) 0.0 $345k 7.2k 48.00
Vaneck Semiconductor Etf Etf (SMH) 0.0 $340k 887.00 383.40
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $338k 5.0k 67.53
Innovator U.s. Small Cap Power Buffer Etf - September Etf (KSEP) 0.0 $335k 12k 28.21
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.0 $330k 15k 22.70
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $329k 1.3k 253.98
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $320k 5.9k 54.05
Templeton Emerging Mkts Cef (EMF) 0.0 $319k 18k 17.49
Union Pac Corp Stock (UNP) 0.0 $304k 1.3k 242.62
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN) 0.0 $302k 7.7k 39.42
Adobe Stock (ADBE) 0.0 $296k 1.2k 243.08
Invesco Db Commodity Index Tracking Fund Etf (DBC) 0.0 $294k 10k 28.95
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $292k 3.1k 92.74
Allianzim U.s. Equity Buffer10 Jul Etf Etf (JULT) 0.0 $291k 6.6k 43.96
Amplify Cybersecurity Etf Etf (HACK) 0.0 $290k 3.9k 75.09
Stride Stock (LRN) 0.0 $290k 3.3k 88.17
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $289k 2.4k 118.45
Eaton Vance Tax-advantaged Glo Cef (ETO) 0.0 $288k 11k 26.65
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $276k 1.9k 146.61
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $274k 1.9k 146.28
Thermo Fisher Scientific Stock (TMO) 0.0 $274k 557.00 491.53
Virtus Convertible & Inc Fd Ii Cef (NCZ) 0.0 $268k 20k 13.41
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $264k 1.6k 161.73
Intel Corp Stock (INTC) 0.0 $261k 5.9k 44.13
Morgan Stanley India Invt Cef (IIF) 0.0 $261k 13k 20.58
Pacer Swan Sos Flex Etf (PSFJ) 0.0 $261k 8.0k 32.66
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $259k 765.00 337.95
Ft Vest U.s. Equity Moderate Buffer Etf - August Etf (GAUG) 0.0 $258k 6.7k 38.71
Procter & Gamble Stock (PG) 0.0 $258k 1.8k 144.44
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA) 0.0 $257k 8.4k 30.47
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.0 $255k 6.5k 39.14
Mexico Cef (MXF) 0.0 $250k 12k 20.93
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $250k 3.6k 70.18
Pimco Calif Mun Income Cef (PCQ) 0.0 $246k 29k 8.58
Altria Group Stock (MO) 0.0 $243k 3.7k 66.00
Allianzim U.s. Equity Buffer10 Feb Etf Etf (FEBT) 0.0 $241k 6.4k 37.46
Ge Aerospace Stock (GE) 0.0 $238k 837.00 283.77
Pepsico Stock (PEP) 0.0 $237k 1.5k 155.29
Virtus Equity & Conv Incm Cef (NIE) 0.0 $235k 10k 23.36
Trueshares Structured Outcome Etf (APRZ) 0.0 $233k 6.5k 35.69
Amgen Stock (AMGN) 0.0 $232k 658.00 351.76
Disney Walt Stock (DIS) 0.0 $230k 2.4k 96.36
Pimco New York Mun Fd Ii Cef (PNI) 0.0 $229k 34k 6.85
Euroseas Stock (ESEA) 0.0 $226k 3.4k 66.85
Rtx Corporation Stock (RTX) 0.0 $215k 1.1k 192.90
Advanced Micro Devices Stock (AMD) 0.0 $211k 1.0k 203.43
Arista Networks Stock (ANET) 0.0 $211k 1.7k 122.78
Micron Technology Stock (MU) 0.0 $210k 620.00 337.88
Mfs Mun Income Tr Sh Ben Int Cef (MFM) 0.0 $208k 39k 5.39
Liberty All Star Equity Fd Sh Ben Int Cef (USA) 0.0 $207k 37k 5.55
Build-a-bear Workshop Stock (BBW) 0.0 $206k 5.5k 37.45
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $205k 332.00 616.76
Abbvie Stock (ABBV) 0.0 $205k 940.00 217.60
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN) 0.0 $201k 5.9k 33.93
Sprott Asset Management Lp Physical Gold An Cef (CEF) 0.0 $200k 4.2k 47.72
Wsfs Finl Corp Stock (WSFS) 0.0 $198k 3.0k 65.46
Thornburg Incm Builder Opp Tr Cef (TBLD) 0.0 $195k 9.2k 21.15
Taiwan Cef (TWN) 0.0 $195k 3.0k 65.74
Sysco Corp Stock (SYY) 0.0 $194k 2.7k 71.33
Ft Vest U.s. Equity Moderate Buffer Etf - Jan Etf (GJAN) 0.0 $193k 4.6k 41.91
Pfizer Stock (PFE) 0.0 $191k 6.8k 28.08
Allianzim U.s. Equity Buffer10 Mar Etf Etf (MART) 0.0 $189k 4.9k 38.36
Microvast Holdings Stock (MVST) 0.0 $188k 126k 1.50
Vanguard Industrials Etf Etf (VIS) 0.0 $188k 602.00 312.32
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $185k 771.00 240.02
Goldman Sachs Group Stock (GS) 0.0 $184k 218.00 845.99
Mastercard Incorporated Cl A Stock (MA) 0.0 $182k 364.00 499.66
Pnc Finl Svcs Group Stock (PNC) 0.0 $178k 855.00 208.09
Comcast Corp New Cl A Stock (CMCSA) 0.0 $178k 6.2k 28.71
Blackrock Enhanced Intl Div Tr Com Bene Inter Cef (BGY) 0.0 $174k 32k 5.41
Blackrock Munihldngs Cali Cef (MUC) 0.0 $172k 17k 10.40
Allianzim U.s. Equity Buffer10 Nov Etf Etf (NVBT) 0.0 $172k 4.8k 35.80
Abbott Laboratories Stock (ABT) 0.0 $171k 1.7k 102.67
Gamco Nat Res Gold & Income Tr Sh Ben Int Cef (GNT) 0.0 $171k 20k 8.35
Nlight Stock (LASR) 0.0 $163k 2.9k 57.02
Vanguard Financials Etf Etf (VFH) 0.0 $160k 1.3k 120.81
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $155k 3.1k 49.37
Virtus Artificial Intelligence Cef (AIO) 0.0 $155k 7.2k 21.41
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP) 0.0 $154k 3.6k 43.06
Boeing Stock (BA) 0.0 $154k 773.00 198.98
Chubb Ltd Switz Stock (CB) 0.0 $151k 463.00 325.93
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT) 0.0 $150k 3.5k 43.43
Innovator U.s. Small Cap Power Buffer Etf - June Etf (KJUN) 0.0 $150k 5.3k 28.27
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.0 $147k 1.1k 132.90
Highland Global Allocation Cef (HGLB) 0.0 $147k 18k 8.03
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $146k 2.1k 69.74
Ft Vest U.s. Equity Moderate Buffer Etf - March Etf (GMAR) 0.0 $146k 3.5k 41.69
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.0 $145k 2.1k 68.28
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $143k 1.9k 74.35
Ft Vest Nasdaq-100 Buffer Etf - September Etf (QSPT) 0.0 $141k 4.6k 30.62
D-wave Quantum Stock (QBTS) 0.0 $140k 9.7k 14.43
Amphenol Corp Cl A Stock (APH) 0.0 $138k 1.1k 126.35
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $137k 1.5k 90.53
Starbucks Corp Stock (SBUX) 0.0 $137k 1.5k 89.57
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - August Etf (XAUG) 0.0 $136k 3.7k 37.12
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $135k 2.1k 62.68
Tortoise Essential Energy Fund Cef (TPZ) 0.0 $134k 6.1k 21.88
Trueshares Structured Outcome Etf (NOVZ) 0.0 $134k 3.2k 42.40
Johnson Ctls Intl Stock (JCI) 0.0 $131k 1.0k 130.95
Bank Montreal Medium Stock (BMO) 0.0 $130k 960.00 135.34
Western Asset Inter Muni Cef (SBI) 0.0 $129k 17k 7.68
Allianzim U.s. Equity Buffer10 Jun Etf Etf (JUNT) 0.0 $128k 3.6k 35.94
Defiance Quantum Etf Etf (QTUM) 0.0 $126k 1.2k 107.26
Ft Vest U.s. Equity Moderate Buffer Etf - September Etf (GSEP) 0.0 $126k 3.3k 38.11
Vanguard Growth Etf Etf (VUG) 0.0 $124k 284.00 436.79
Gilat Satellite Networks Stock (GILT) 0.0 $123k 8.2k 15.02
Vaneck Gold Miners Etf Etf (GDX) 0.0 $123k 1.3k 91.77
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - January Etf (XJAN) 0.0 $121k 3.3k 36.13
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $117k 2.6k 45.89
Pacer Swan Sos Flex Etf (PSFO) 0.0 $117k 3.7k 31.69
Kinross Gold Corp Stock (KGC) 0.0 $117k 3.8k 30.52
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $116k 2.3k 50.81
Allianzim U.s. Equity Buffer20 Feb Etf Etf (FEBW) 0.0 $114k 3.4k 33.48
Allianzim U.s. Equity Buffer10 Aug Etf Etf (AUGT) 0.0 $111k 3.2k 34.85
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW) 0.0 $111k 876.00 126.97
American Elec Pwr Stock (AEP) 0.0 $110k 841.00 131.08
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Etf (SMAY) 0.0 $109k 4.1k 26.31
Ft Vest U.s. Equity Moderate Buffer Fund - Apr Etf (GAPR) 0.0 $106k 2.6k 40.47
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN) 0.0 $106k 2.5k 42.53
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $106k 949.00 111.37
NVR Stock (NVR) 0.0 $105k 16.00 6589.81
Ft Vest Laddered Deep Buffer Etf Etf (BUFD) 0.0 $103k 3.7k 28.00
Chevron Corporation Stock (CVX) 0.0 $103k 498.00 206.90
Target Corp Stock (TGT) 0.0 $103k 850.00 121.20
Uber Technologies Stock (UBER) 0.0 $101k 1.4k 71.93
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP) 0.0 $99k 2.4k 41.37
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.0 $99k 1.6k 62.58
Cvs Health Corp Stock (CVS) 0.0 $97k 1.3k 71.82
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) 0.0 $96k 1.9k 52.06
Calamos Strategic Total Return Cef (CSQ) 0.0 $95k 5.6k 17.12
Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB) 0.0 $95k 2.0k 47.37
Prime Medicine Stock (PRME) 0.0 $94k 27k 3.48
General Dynamics Corp Stock (GD) 0.0 $92k 267.00 343.22
Trueshares Structured Outcome Etf (FEBZ) 0.0 $91k 2.5k 36.32
Us Bancorp Stock (USB) 0.0 $90k 1.7k 52.01
Eaton Corp Stock (ETN) 0.0 $89k 250.00 357.67
Lmp Cap & Income Cef (SCD) 0.0 $89k 6.0k 14.93
Trueshares Structured Outcome Etf (DECZ) 0.0 $89k 2.3k 38.83
Innovator U.s. Equity Accelerated Plus Etf - October Etf (XTOC) 0.0 $87k 2.7k 32.38
Sterling Infrastructure Stock (STRL) 0.0 $87k 214.00 407.27
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.0 $87k 2.0k 43.65
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC) 0.0 $86k 2.0k 42.50
Blackrock Res & Commodities St Cef (BCX) 0.0 $85k 7.0k 12.05
Netflix Stock (NFLX) 0.0 $85k 880.00 96.15
Vanguard S&p Mid-cap 400 Etf Etf (IVOO) 0.0 $83k 724.00 114.32
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT) 0.0 $82k 1.5k 56.37
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $82k 209.00 391.76
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN) 0.0 $82k 1.5k 53.37
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF) 0.0 $82k 1.6k 49.41
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $82k 559.00 145.74
Te Connectivity Plc Ord Stock (TEL) 0.0 $81k 388.00 209.02
Paychex Stock (PAYX) 0.0 $81k 877.00 92.12
Ft Vest Nasdaq-100 Buffer Etf - June Etf (QJUN) 0.0 $80k 2.6k 31.24
Vanguard Large-cap Etf Etf (VV) 0.0 $80k 267.00 298.85
Sofi Technologies Stock (SOFI) 0.0 $79k 5.0k 15.88
Calamos Global Total Ret Cef (CGO) 0.0 $79k 7.1k 11.15
Oceanfirst Finl Corp Stock (OCFC) 0.0 $77k 4.3k 18.04
Ft Vest Us Equity Deep Buffer Etf - March Etf (DMAR) 0.0 $76k 1.8k 42.40
Invesco Phlx Semiconductor Etf Etf (SOXQ) 0.0 $75k 1.3k 59.70
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU) 0.0 $75k 21k 3.58
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $75k 684.00 109.41
Intuitive Surgical Stock (ISRG) 0.0 $73k 159.00 460.99
Credo Technology Group Holding Ordinary Shares Stock (CRDO) 0.0 $73k 779.00 93.87
Dell Technologies Inc Cl C Stock (DELL) 0.0 $72k 439.00 164.13
Innovator International Developed Power Buffer Etf - October Etf (IOCT) 0.0 $72k 2.0k 35.05
Fs Credit Opportunities Corp Cef (FSCO) 0.0 $71k 14k 5.10
L3harris Technologies Stock (LHX) 0.0 $71k 205.00 345.15
Tcw Transform 500 Etf Etf (VOTE) 0.0 $70k 923.00 76.30
Texas Instrs Stock (TXN) 0.0 $70k 358.00 194.14
Special Opportunities Fd Inc 2.75 Cnv Pfd C Convertible Preferred (SPE.PC) 0.0 $69k 2.8k 24.83
Allianzim U.s. Equity Buffer20 Nov Etf Etf (NVBW) 0.0 $68k 2.0k 33.28
Herzfeld Caribbean Basin Cef (HERZ) 0.0 $67k 4.3k 15.50
Philip Morris Intl Stock (PM) 0.0 $66k 400.00 165.34
Nike Inc Cl B Stock (NKE) 0.0 $66k 1.2k 52.82
Ft Vest International Equity Moderate Buffer Etf - December Etf (YDEC) 0.0 $66k 2.5k 26.30
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $65k 200.00 327.07
Prudential Finl Stock (PRU) 0.0 $65k 666.00 97.69
Blackstone Stock (BX) 0.0 $63k 551.00 114.99
Coca Cola Stock (KO) 0.0 $62k 809.00 76.05
Pacer Swan Sos Flex Etf (PSFD) 0.0 $61k 1.7k 36.50
Principal Real Estate Income Shs Ben Int Cef (PGZ) 0.0 $59k 6.1k 9.61
Western Ast Infl Lkd Opp & Inm Cef (WIW) 0.0 $59k 6.9k 8.46
Amplify Blockchain Technology Etf Etf (BLOK) 0.0 $59k 1.2k 49.81
Templeton Dragon Cef (TDF) 0.0 $58k 5.5k 10.61
Unitedhealth Group Stock (UNH) 0.0 $58k 214.00 270.59
Coherent Corp Stock (COHR) 0.0 $57k 241.00 238.21
Alpha Architect Us Quantitative Value Etf Etf (QVAL) 0.0 $56k 1.1k 52.14
Public Svc Enterprise Group Stock (PEG) 0.0 $56k 695.00 80.95
Royal Bk Cda Stock (RY) 0.0 $56k 345.00 161.78
Allianzim U.s. Equity Buffer10 Sep Etf Etf (SEPT) 0.0 $55k 1.6k 34.35
Blackrock Muniyield Quality Cef (MYI) 0.0 $55k 5.2k 10.51
Ishares Russell Top 200 Etf Etf (IWL) 0.0 $55k 342.00 160.52
Fulton Finl Corp Pa Stock (FULT) 0.0 $55k 2.7k 20.34
Celestica Stock (CLS) 0.0 $55k 194.00 281.68
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.0 $54k 1.5k 36.28
Federated Hermes Prem Muni Inm Cef (FMN) 0.0 $54k 4.9k 10.93
Charter Communications Inc Cl A Stock (CHTR) 0.0 $53k 244.00 215.88
Lincoln Natl Corp Ind Stock (LNC) 0.0 $52k 1.5k 35.50
3M Stock (MMM) 0.0 $51k 354.00 145.25
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $50k 334.00 148.10
Lockheed Martin Corp Stock (LMT) 0.0 $48k 80.00 605.05
Bristol-myers Squibb Stock (BMY) 0.0 $48k 798.00 60.64
Eagle Cap Growth Cef (GRF) 0.0 $47k 4.7k 10.10
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB) 0.0 $47k 840.00 55.85
Nuveen Core Plus Impact Fund Com Ben Int Cef (NPCT) 0.0 $47k 4.6k 10.19
Toronto Dominion Bk Ont Stock (TD) 0.0 $47k 500.00 93.31
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $47k 214.00 217.25
Bigbear Ai Hldgs Stock (BBAI) 0.0 $46k 13k 3.52
Sealed Air Corp Stock 0.0 $45k 1.1k 42.05
Synchrony Financial Stock (SYF) 0.0 $45k 655.00 68.02
Korea Cef (KF) 0.0 $45k 990.00 44.90
Amplify Online Retail Etf Etf (IBUY) 0.0 $44k 705.00 62.52
Ppg Inds Stock (PPG) 0.0 $43k 400.00 106.88
Booking Holdings Stock (BKNG) 0.0 $42k 10.00 4210.30
Epam Sys Stock (EPAM) 0.0 $42k 309.00 135.40
Blackrock Stock (BLK) 0.0 $41k 43.00 961.72
Innovator U.s. Small Cap Power Buffer Etf - April Etf (KAPR) 0.0 $41k 1.1k 36.25
Enterprise Prods Partners Stock (EPD) 0.0 $41k 1.1k 37.84
Arrowmark Financial Corp Cef (BANX) 0.0 $40k 2.1k 19.06
Nuveen Pa Invt Quality Mun Cef (NQP) 0.0 $40k 3.3k 11.93
Franklin Unvl Tr Sh Ben Int Cef (FT) 0.0 $40k 4.9k 8.01
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 0.0 $39k 315.00 125.13
Eaton Vance Tax Advt Div Incm Cef (EVT) 0.0 $39k 1.6k 24.55
Mastec Stock (MTZ) 0.0 $39k 120.00 321.74
M & T Bk Corp Stock (MTB) 0.0 $38k 182.00 206.72
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $38k 96.00 390.41
Ford Mtr Stock (F) 0.0 $37k 3.2k 11.54
Pacer Swan Sos Moderate Etf (PSMD) 0.0 $37k 1.2k 31.89
Ishares Semiconductor Etf Etf (SOXX) 0.0 $37k 113.00 328.66
Allianzim U.s. Equity Buffer10 Dec Etf Etf (DECT) 0.0 $37k 1.0k 35.55
Ishares Tips Bond Etf Etf (TIP) 0.0 $37k 334.00 110.33
Ebay Stock (EBAY) 0.0 $37k 402.00 91.02
Direxion Nasdaq-100 Equal Weighted Index Etf Etf (QQQE) 0.0 $37k 370.00 98.53
Agnico Eagle Mines Stock (AEM) 0.0 $36k 178.00 202.98
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.0 $35k 769.00 45.27
Motorola Solutions Stock (MSI) 0.0 $34k 79.00 433.97
Nucor Corp Stock (NUE) 0.0 $34k 200.00 169.10
Innovator International Developed Power Buffer Etf - July Etf (IJUL) 0.0 $33k 976.00 33.75
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL) 0.0 $33k 807.00 40.78
Western Asset Managed Muns Cef (MMU) 0.0 $33k 3.2k 10.28
Blackrock Muniholdings Cef (MHD) 0.0 $33k 2.9k 11.28
Renn Cef (RCG) 0.0 $33k 10k 3.28
Lumentum Hldgs Stock (LITE) 0.0 $32k 46.00 702.76
Voya Emerging Mkts High Divid Cef (IHD) 0.0 $32k 4.8k 6.66
Innovator International Developed Power Buffer Etf March Etf (IMAR) 0.0 $32k 1.1k 29.03
Snowflake Stock (SNOW) 0.0 $32k 209.00 150.82
Trueshares Structured Outcome Etf (MAYZ) 0.0 $31k 982.00 31.82
Ft Vest U.s. Equity Deep Buffer Etf - August Etf (DAUG) 0.0 $31k 715.00 43.55
Npk International Stock (NPKI) 0.0 $31k 2.1k 14.49
Verizon Communications Stock (VZ) 0.0 $31k 614.00 50.24
Allianzim U.s. Equity 6 Month Buffer10 Apr/oct Etf Etf (SIXO) 0.0 $31k 912.00 33.78
Alpha Architect U.s. Quantitative Momentum Etf Etf (QMOM) 0.0 $31k 450.00 68.31
Applovin Corp Com Cl A Stock (APP) 0.0 $31k 77.00 398.00
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB) 0.0 $30k 1.3k 23.75
Applied Optoelectronics Stock (AAOI) 0.0 $30k 349.00 84.59
Xai Octagn Flt Rat & Alt Inm T Com Shs Benf Int Cef (XFLT) 0.0 $30k 1.7k 17.18
Ttm Technologies Stock (TTMI) 0.0 $29k 302.00 97.42
Global X Silver Miners Etf Etf (SIL) 0.0 $29k 326.00 90.08
Blackrock Muniyield Pa Quality Cef (MPA) 0.0 $29k 2.7k 11.03
Phillips 66 Stock (PSX) 0.0 $29k 160.00 182.18
Corteva Stock (CTVA) 0.0 $29k 348.00 83.71
Allianzim U.s. Equity Buffer20 May Etf Etf (MAYW) 0.0 $29k 858.00 33.79
Eaton Vance Risk-managed Diver Cef (ETJ) 0.0 $29k 3.5k 8.17
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $29k 160.00 178.10
At&t Stock (T) 0.0 $28k 975.00 28.99
First Trust Global Wind Energy Etf Etf (FAN) 0.0 $28k 1.1k 24.74
Trueshares Structured Outcome Etf (MARZ) 0.0 $28k 838.00 32.95
First Tr Enhanced Equity Cef (FFA) 0.0 $28k 1.4k 20.40
Kinder Morgan Inc Del Stock (KMI) 0.0 $27k 817.00 33.53
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $27k 821.00 33.22
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $27k 123.00 218.75
Ciena Corp Stock (CIEN) 0.0 $26k 68.00 388.24
Manulife Finl Corp Stock (MFC) 0.0 $26k 746.00 34.44
Ati Stock (ATI) 0.0 $26k 175.00 145.46
Allianzim U.s. Equity Buffer20 Apr Etf Etf (APRW) 0.0 $25k 692.00 35.38
Allianzim U.s. Equity Buffer20 Aug Etf Etf (AUGW) 0.0 $24k 760.00 32.15
Roundhill Sports Betting & Igaming Etf Etf (BETZ) 0.0 $24k 1.4k 17.86
Take-two Interactive Software Stock (TTWO) 0.0 $24k 121.00 197.50
Argan Stock (AGX) 0.0 $23k 43.00 544.65
Brinker Intl Stock (EAT) 0.0 $23k 164.00 142.77
Barrick Mng Corp Stock (B) 0.0 $23k 569.00 40.79
Ft Vest U.s. Equity Moderate Buffer Etf - October Etf (GOCT) 0.0 $23k 600.00 38.63
Waste Mgmt Inc Del Stock (WM) 0.0 $23k 100.00 229.79
Intellia Therapeutics Stock (NTLA) 0.0 $23k 1.8k 12.82
Vaneck Video Gaming And Esports Etf Etf (ESPO) 0.0 $22k 246.00 90.52
Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX) 0.0 $22k 1.0k 22.06
Ishares Global Tech Etf Etf (IXN) 0.0 $22k 222.00 99.97
Schwab Charles Corp Stock (SCHW) 0.0 $22k 236.00 93.93
Eaton Vance Sr Fltng Rte Tr Cef (EFR) 0.0 $22k 2.1k 10.54
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO) 0.0 $22k 2.1k 10.30
Western Asset Inflt Lnk Inc Fd Com Sh Ben Int Cef (WIA) 0.0 $22k 2.7k 8.08
International Flavors&fragranc Stock (IFF) 0.0 $22k 300.00 72.55
Everpure Inc Cl A Stock (PSTG) 0.0 $21k 358.00 59.04
Keycorp Stock (KEY) 0.0 $21k 1.0k 20.05
Ft Vest Nasdaq-100 Buffer Etf - March Etf (QMAR) 0.0 $21k 618.00 33.62
Marvell Technology Stock (MRVL) 0.0 $21k 209.00 99.05
Gilead Sciences Stock (GILD) 0.0 $21k 148.00 139.37
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $21k 844.00 24.27
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $20k 66.00 302.26
Univest Financial Corporation Stock (UVSP) 0.0 $19k 550.00 34.26
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.0 $19k 376.00 49.97
Siriusxm Holdings Stock (SIRI) 0.0 $18k 785.00 23.08
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) 0.0 $18k 670.00 26.67
Northern Tr Corp Stock (NTRS) 0.0 $18k 128.00 139.57
Rivernorth Doubleline Strate Cef (OPP) 0.0 $18k 2.3k 7.67
American Century Mid Cap Growth Impact Etf Etf (MID) 0.0 $17k 285.00 61.09
Allianzim U.s. Equity Buffer20 Mar Etf Etf (MARW) 0.0 $17k 501.00 34.09
Powell Inds Stock (POWL) 0.0 $17k 31.00 541.06
Equus Total Return Cef (EQS) 0.0 $17k 9.1k 1.84
Ark Blockchain & Fintech Innovation Etf Etf (ARKF) 0.0 $16k 432.00 38.01
Trueshares Structured Outcome Etf (JULZ) 0.0 $16k 401.00 40.15
Salesforce Stock (CRM) 0.0 $16k 86.00 186.67
Eaton Vance Calif Mun Incom Tr Sh Ben Int Cef (CEV) 0.0 $15k 1.5k 10.06
Allianzim U.s. Equity Buffer20 Jun Etf Etf (JUNW) 0.0 $15k 444.00 33.35
Emcor Group Stock (EME) 0.0 $15k 20.00 738.30
Neuberger Engy Infrstr & Inc Cef (NML) 0.0 $15k 1.4k 10.51
Ft Vest Emerging Market Buffer Etf - September Etf (TSEP) 0.0 $14k 600.00 24.07
General Mtrs Stock (GM) 0.0 $14k 193.00 74.50
Resideo Technologies Stock (REZI) 0.0 $14k 417.00 33.71
Coeur Mng Stock (CDE) 0.0 $14k 727.00 18.77
Advanced Energy Inds Stock (AEIS) 0.0 $14k 42.00 322.71
Sezzle Stock (SEZL) 0.0 $13k 212.00 63.29
Ishares Large Cap Accelerated Outcome Etf Etf (TWOX) 0.0 $13k 500.00 26.74
Global X Uranium Etf Etf (URA) 0.0 $13k 275.00 48.43
Host Hotels & Resorts Reit (HST) 0.0 $13k 689.00 19.16
Innovator International Developed Power Buffer Etf - September Etf (ISEP) 0.0 $13k 400.00 32.79
Incyte Corp Stock (INCY) 0.0 $13k 139.00 94.12
Cadence Design System Stock (CDNS) 0.0 $13k 47.00 277.87
Grayscale Ethereum Staking Mini Etf Etf (ETH) 0.0 $13k 650.00 19.86
Par Pac Holdings Stock (PARR) 0.0 $13k 205.00 62.64
Trueshares Structured Outcome Etf (AUGZ) 0.0 $13k 312.00 40.64
Carnival Corp Stock (CCL) 0.0 $13k 485.00 25.88
Ishares U.s. Tech Breakthrough Multisector Etf Etf (TECB) 0.0 $12k 222.00 55.48
Flaherty & Crumrine Total Retu Cef (FLC) 0.0 $12k 732.00 16.60
Eaton Vance Tx Adv Glbl Div Cef (ETG) 0.0 $12k 602.00 20.12
Bwx Technologies Stock (BWXT) 0.0 $12k 59.00 204.49
Astera Labs Stock (ALAB) 0.0 $12k 109.00 109.60
Innovator International Developed Power Buffer Etf February Etf (IFEB) 0.0 $12k 400.00 29.81
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK) 0.0 $12k 291.00 40.90
Provident Finl Svcs Stock (PFS) 0.0 $12k 558.00 21.16
Sun Life Financial Stock (SLF) 0.0 $12k 187.00 62.56
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - July Etf (XJUL) 0.0 $12k 300.00 38.89
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR) 0.0 $11k 209.00 54.62
Automatic Data Processing Stock (ADP) 0.0 $11k 56.00 203.18
Ft Vest Nasdaq-100 Moderate Buffer Etf - November Etf (QMNV) 0.0 $11k 498.00 22.78
Rivernorth Flexible Muni Incme Cef (RFMZ) 0.0 $11k 879.00 12.65
Vanguard Materials Etf Etf (VAW) 0.0 $11k 49.00 225.35
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $11k 603.00 18.29
Southern Copper Corp Stock (SCCO) 0.0 $11k 64.00 172.06
Fabrinet Stock (FN) 0.0 $11k 21.00 521.52
Ft Vest International Equity Moderate Buffer Etf (YMAR) 0.0 $11k 400.00 27.35
United Rentals Stock (URI) 0.0 $11k 15.00 728.53
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $11k 29.00 367.45
Heritage Insurance Hldgs Stock (HRTG) 0.0 $11k 404.00 26.25
Becton Dickinson & Co Stock (BDX) 0.0 $11k 67.00 157.22
Oppfi Inc Com Cl A Stock (OPFI) 0.0 $10k 1.3k 7.71
Sprott Uranium Miners Etf Etf (URNM) 0.0 $10k 160.00 63.15
Wisdomtree Cybersecurity Fund Etf (WCBR) 0.0 $10k 400.00 24.95
Alps Disruptive Technologies Etf Etf (DTEC) 0.0 $10k 230.00 43.30
Source Capital Com Shs Of Ben I Cef (SOR) 0.0 $9.3k 200.00 46.32
Ershares Private-public Crossover Etf Etf (XOVR) 0.0 $9.0k 535.00 16.89
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Roundhill Video Games Etf Etf (NERD) 0.0 $8.9k 425.00 20.92
Wabtec Stock (WAB) 0.0 $8.7k 35.00 249.91
Arcutis Biotherapeutics Stock (ARQT) 0.0 $8.7k 369.00 23.56
Rf Inds Ltd Com Par Usd0.01 Stock (RFIL) 0.0 $8.7k 841.00 10.31
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Dow Hldgs Stock (DOW) 0.0 $8.1k 194.00 41.65
Blackrock Muniyild Qult Cef (MQY) 0.0 $8.0k 726.00 10.98
Twist Bioscience Corp Stock (TWST) 0.0 $7.9k 166.00 47.52
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Grayscale Ethereum Staking Etf Etf (ETHE) 0.0 $7.4k 433.00 17.07
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Willdan Group Stock (WLDN) 0.0 $7.4k 96.00 76.56
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Dominos Pizza Stock (DPZ) 0.0 $718.000000 2.00 359.00
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State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.0 $82.000000 1.00 82.00
Gopro Inc Cl A Stock (GPRO) 0.0 $77.000000 100.00 0.77
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Innovator Us Equity Accelerated Etf Etf (XDSQ) 0.0 $40.000000 1.00 40.00
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