Boyd Watterson Asset Management as of March 31, 2025
Portfolio Holdings for Boyd Watterson Asset Management
Boyd Watterson Asset Management holds 429 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 6.9 | $22M | 39k | 559.39 | |
| Microsoft Corporation (MSFT) | 6.2 | $20M | 52k | 375.39 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.4 | $11M | 205k | 52.37 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $9.8M | 64k | 154.64 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $9.1M | 37k | 245.30 | |
| Broadcom (AVGO) | 2.9 | $9.0M | 54k | 167.43 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 2.8 | $8.9M | 169k | 52.52 | |
| Eli Lilly & Co. (LLY) | 2.8 | $8.9M | 11k | 825.92 | |
| Apple (AAPL) | 2.7 | $8.3M | 37k | 222.13 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.4 | $7.4M | 14k | 533.48 | |
| American Express Company (AXP) | 2.3 | $7.2M | 27k | 269.05 | |
| Eaton (ETN) | 2.2 | $6.9M | 26k | 271.83 | |
| Honeywell International (HON) | 2.1 | $6.7M | 32k | 211.75 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $6.2M | 52k | 118.93 | |
| Amazon (AMZN) | 1.8 | $5.8M | 30k | 190.26 | |
| Abbvie (ABBV) | 1.8 | $5.5M | 26k | 209.52 | |
| iShares Lehman MBS Bond Fund (MBB) | 1.7 | $5.4M | 58k | 93.78 | |
| Visa (V) | 1.7 | $5.2M | 15k | 350.45 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 1.5 | $4.6M | 61k | 75.91 | |
| Vanguard S&p 500 Etf idx (VOO) | 1.3 | $4.2M | 8.1k | 513.91 | |
| Procter & Gamble Company (PG) | 1.3 | $4.0M | 23k | 170.42 | |
| Caterpillar (CAT) | 1.1 | $3.5M | 11k | 329.81 | |
| Johnson & Johnson (JNJ) | 1.1 | $3.5M | 21k | 165.84 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.1 | $3.5M | 9.8k | 352.58 | |
| Parker-Hannifin Corporation (PH) | 1.1 | $3.4M | 5.5k | 607.82 | |
| iShares S&P Global 100 Index (IOO) | 1.1 | $3.3M | 35k | 96.29 | |
| NVIDIA Corporation (NVDA) | 1.0 | $3.3M | 30k | 108.38 | |
| iShares MSCI Emerging Markets Indx (EEM) | 1.0 | $3.2M | 73k | 43.70 | |
| Chevron Corporation (CVX) | 1.0 | $3.2M | 19k | 167.29 | |
| Linde (LIN) | 0.9 | $3.0M | 6.4k | 465.67 | |
| Merck & Co (MRK) | 0.9 | $2.8M | 31k | 89.76 | |
| Citigroup (C) | 0.9 | $2.7M | 38k | 70.99 | |
| Bristol Myers Squibb (BMY) | 0.9 | $2.7M | 44k | 60.99 | |
| Abbott Laboratories (ABT) | 0.9 | $2.7M | 20k | 132.65 | |
| Alphabet Inc Class C cs (GOOG) | 0.8 | $2.6M | 17k | 156.23 | |
| Shopify Inc cl a (SHOP) | 0.8 | $2.5M | 27k | 95.48 | |
| Qualcomm (QCOM) | 0.8 | $2.5M | 17k | 153.61 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.8 | $2.5M | 90k | 27.96 | |
| Pepsi (PEP) | 0.8 | $2.5M | 17k | 149.94 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.8 | $2.5M | 24k | 104.57 | |
| O'reilly Automotive (ORLY) | 0.8 | $2.5M | 1.7k | 1432.58 | |
| Paycom Software (PAYC) | 0.7 | $2.3M | 11k | 218.48 | |
| Goldman Sachs (GS) | 0.7 | $2.2M | 4.0k | 546.29 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $2.1M | 4.2k | 497.61 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.7 | $2.1M | 25k | 81.73 | |
| Paypal Holdings (PYPL) | 0.7 | $2.0M | 31k | 65.25 | |
| Booking Holdings (BKNG) | 0.6 | $2.0M | 428.00 | 4606.91 | |
| Expedia (EXPE) | 0.6 | $1.9M | 11k | 168.10 | |
| Emerson Electric (EMR) | 0.6 | $1.9M | 17k | 109.64 | |
| Home Depot (HD) | 0.6 | $1.8M | 5.0k | 366.50 | |
| salesforce (CRM) | 0.6 | $1.8M | 6.8k | 268.36 | |
| Coca-Cola Company (KO) | 0.6 | $1.7M | 24k | 71.62 | |
| Marsh & McLennan Companies (MMC) | 0.6 | $1.7M | 7.1k | 244.03 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $1.5M | 30k | 50.21 | |
| Cigna Corp (CI) | 0.5 | $1.5M | 4.5k | 329.00 | |
| Phillips 66 (PSX) | 0.4 | $1.4M | 11k | 123.48 | |
| US Bank 4.00 P PFD (USB.PR) | 0.4 | $1.4M | 84k | 16.57 | |
| Mondelez Int (MDLZ) | 0.4 | $1.4M | 20k | 67.85 | |
| Trane Technologies (TT) | 0.4 | $1.3M | 3.9k | 336.92 | |
| Nextera Energy (NEE) | 0.4 | $1.2M | 17k | 70.89 | |
| Zebra Technologies (ZBRA) | 0.4 | $1.2M | 4.1k | 282.56 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.1M | 2.1k | 532.58 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.0M | 12k | 87.79 | |
| Travelers Companies (TRV) | 0.3 | $936k | 3.5k | 264.46 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $919k | 12k | 78.28 | |
| Janus Detroit Str Tr (JAAA) | 0.3 | $913k | 18k | 50.71 | |
| Coinbase Global (COIN) | 0.3 | $888k | 5.2k | 172.23 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $884k | 4.9k | 179.70 | |
| Dell Technologies (DELL) | 0.3 | $856k | 9.4k | 91.15 | |
| Air Products & Chemicals (APD) | 0.3 | $796k | 2.7k | 294.96 | |
| Vanguard Growth ETF (VUG) | 0.2 | $775k | 2.1k | 370.82 | |
| Cummins (CMI) | 0.2 | $775k | 2.5k | 313.42 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $769k | 13k | 58.35 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $767k | 25k | 30.73 | |
| SPDR Barclays Capital Inter Term (SPTI) | 0.2 | $762k | 27k | 28.58 | |
| Facebook Inc cl a (META) | 0.2 | $741k | 1.3k | 576.36 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $733k | 5.5k | 132.45 | |
| DNP Select Income Fund (DNP) | 0.2 | $726k | 73k | 9.89 | |
| Target Corporation (TGT) | 0.2 | $718k | 6.9k | 104.36 | |
| Charles Schwab 4.45 P PFD (SCHW.PJ) | 0.2 | $716k | 37k | 19.48 | |
| Boeing Company (BA) | 0.2 | $709k | 4.2k | 170.55 | |
| EOG Resources (EOG) | 0.2 | $694k | 5.4k | 128.24 | |
| Intel Corporation (INTC) | 0.2 | $640k | 28k | 22.71 | |
| Cisco Systems (CSCO) | 0.2 | $635k | 10k | 61.71 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $631k | 8.6k | 73.28 | |
| Roper Industries (ROP) | 0.2 | $622k | 1.1k | 589.69 | |
| TJX Companies (TJX) | 0.2 | $609k | 5.0k | 121.80 | |
| International Business Machines (IBM) | 0.2 | $592k | 2.4k | 248.62 | |
| MasterCard Incorporated (MA) | 0.2 | $587k | 1.1k | 548.12 | |
| Carrier Global Corporation (CARR) | 0.2 | $578k | 9.1k | 63.40 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $565k | 890.00 | 634.23 | |
| Synchrony Financial (SYF) | 0.2 | $560k | 11k | 52.94 | |
| CSX Corporation (CSX) | 0.2 | $557k | 19k | 29.43 | |
| Pfizer (PFE) | 0.2 | $545k | 22k | 25.34 | |
| Danaher Corporation (DHR) | 0.2 | $507k | 2.5k | 205.01 | |
| U.S. Bancorp (USB) | 0.2 | $506k | 12k | 42.22 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $495k | 10k | 49.36 | |
| Lowe's Companies (LOW) | 0.2 | $490k | 2.1k | 233.23 | |
| Wells Fargo & Company (WFC) | 0.1 | $449k | 6.3k | 71.79 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $434k | 4.6k | 95.37 | |
| Bank of America Corporation (BAC) | 0.1 | $428k | 10k | 41.73 | |
| Blackrock (BLK) | 0.1 | $424k | 448.00 | 947.06 | |
| McKesson Corporation (MCK) | 0.1 | $417k | 620.00 | 673.03 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $414k | 5.0k | 82.73 | |
| Ge Vernova (GEV) | 0.1 | $413k | 1.4k | 305.28 | |
| ConocoPhillips (COP) | 0.1 | $412k | 3.9k | 105.02 | |
| Huntington Bank 4.50 P PFD (HBANP) | 0.1 | $370k | 21k | 17.38 | |
| Hp (HPQ) | 0.1 | $369k | 13k | 27.69 | |
| Kenvue (KVUE) | 0.1 | $364k | 15k | 23.98 | |
| Verizon Communications (VZ) | 0.1 | $357k | 7.9k | 45.36 | |
| PPG Industries (PPG) | 0.1 | $347k | 3.2k | 109.35 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.1 | $343k | 7.4k | 46.31 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $320k | 3.1k | 103.21 | |
| Medtronic (MDT) | 0.1 | $318k | 3.5k | 89.86 | |
| Illinois Tool Works (ITW) | 0.1 | $313k | 1.3k | 248.01 | |
| Amgen (AMGN) | 0.1 | $304k | 976.00 | 311.44 | |
| General Electric (GE) | 0.1 | $295k | 1.5k | 200.15 | |
| Spdr Short-term High Yield mf (SJNK) | 0.1 | $284k | 11k | 25.16 | |
| Advanced Micro Devices (AMD) | 0.1 | $282k | 2.7k | 102.74 | |
| Invesco Senior Loan Etf otr (BKLN) | 0.1 | $250k | 12k | 20.70 | |
| Morgan Stanley (MS) | 0.1 | $243k | 2.1k | 116.65 | |
| Fastenal Company (FAST) | 0.1 | $239k | 3.1k | 77.55 | |
| SYSCO Corporation (SYY) | 0.1 | $236k | 3.1k | 75.04 | |
| National Rural Util Corp 5.5 P PFD (NRUC) | 0.1 | $229k | 9.6k | 23.78 | |
| Brunswick Corp 6.5 P PFD (BC.PA) | 0.1 | $227k | 9.3k | 24.27 | |
| Netflix (NFLX) | 0.1 | $224k | 240.00 | 932.53 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $224k | 533.00 | 419.88 | |
| Exelon Corporation (EXC) | 0.1 | $221k | 4.8k | 46.08 | |
| Ameriprise Financial (AMP) | 0.1 | $218k | 450.00 | 484.29 | |
| Nextera Energy Capital 5.65 P PFD (NEE.PN) | 0.1 | $203k | 8.9k | 22.72 | |
| SPDR Barclays Capital Long Term Tr (SPTL) | 0.1 | $188k | 6.9k | 27.26 | |
| Southern Co 4.20 P PFD (SOJE) | 0.1 | $186k | 10k | 18.37 | |
| Kinder Morgan (KMI) | 0.1 | $185k | 6.5k | 28.53 | |
| 3M Company (MMM) | 0.1 | $171k | 1.2k | 146.86 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $170k | 2.2k | 78.89 | |
| Oneok (OKE) | 0.1 | $165k | 1.7k | 99.22 | |
| Ishares Tr broad usd high (USHY) | 0.1 | $165k | 4.5k | 36.81 | |
| Tesla Motors (TSLA) | 0.1 | $165k | 635.00 | 259.16 | |
| Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.0 | $147k | 1.5k | 95.30 | |
| UnitedHealth (UNH) | 0.0 | $140k | 267.00 | 523.75 | |
| Mplx (MPLX) | 0.0 | $132k | 2.5k | 53.52 | |
| Colgate-Palmolive Company (CL) | 0.0 | $127k | 1.4k | 93.70 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $125k | 2.5k | 49.81 | |
| Paychex (PAYX) | 0.0 | $120k | 780.00 | 154.28 | |
| At&t (T) | 0.0 | $118k | 4.2k | 28.28 | |
| Truist Financial Corp equities (TFC) | 0.0 | $117k | 2.9k | 41.15 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $115k | 169.00 | 679.80 | |
| S&p Global (SPGI) | 0.0 | $113k | 223.00 | 508.10 | |
| McDonald's Corporation (MCD) | 0.0 | $109k | 350.00 | 312.37 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $109k | 635.00 | 170.81 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $107k | 1.8k | 60.87 | |
| Ingersoll Rand (IR) | 0.0 | $105k | 1.3k | 80.03 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $105k | 965.00 | 108.69 | |
| Hca Holdings (HCA) | 0.0 | $101k | 292.00 | 345.55 | |
| Oracle Corporation (ORCL) | 0.0 | $101k | 719.00 | 139.81 | |
| Yum! Brands (YUM) | 0.0 | $96k | 610.00 | 157.36 | |
| Waste Management (WM) | 0.0 | $89k | 384.00 | 231.51 | |
| Progressive Corporation (PGR) | 0.0 | $85k | 299.00 | 283.01 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $84k | 1.4k | 58.69 | |
| iShares Russell 3000 Value Index (IUSV) | 0.0 | $83k | 900.00 | 92.29 | |
| Southern Company (SO) | 0.0 | $83k | 898.00 | 91.95 | |
| Altria (MO) | 0.0 | $82k | 1.4k | 60.02 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $77k | 692.00 | 111.09 | |
| Zimmer Holdings (ZBH) | 0.0 | $76k | 675.00 | 113.18 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $76k | 533.00 | 142.22 | |
| Schlumberger (SLB) | 0.0 | $74k | 1.8k | 41.80 | |
| Public Storage (PSA) | 0.0 | $72k | 240.00 | 299.29 | |
| Duke Energy (DUK) | 0.0 | $72k | 586.00 | 121.97 | |
| Chubb (CB) | 0.0 | $68k | 226.00 | 301.99 | |
| Enterprise Products Partners (EPD) | 0.0 | $68k | 2.0k | 34.14 | |
| Viatris (VTRS) | 0.0 | $65k | 7.5k | 8.71 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $59k | 406.00 | 145.69 | |
| Waters Corporation (WAT) | 0.0 | $59k | 160.00 | 368.57 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $59k | 354.00 | 166.00 | |
| Cardinal Health (CAH) | 0.0 | $59k | 425.00 | 137.77 | |
| Reinsurance GRP of Amer VRN P PFD (RZB) | 0.0 | $58k | 2.4k | 24.66 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $57k | 634.00 | 90.54 | |
| W.W. Grainger (GWW) | 0.0 | $55k | 56.00 | 987.82 | |
| Aon (AON) | 0.0 | $55k | 138.00 | 399.09 | |
| BAE Systems (BAESY) | 0.0 | $54k | 670.00 | 80.52 | |
| Darden Restaurants (DRI) | 0.0 | $53k | 254.00 | 207.76 | |
| Philip Morris International (PM) | 0.0 | $51k | 322.00 | 158.73 | |
| American Electric Power Company (AEP) | 0.0 | $50k | 460.00 | 109.27 | |
| Motorola Solutions (MSI) | 0.0 | $50k | 114.00 | 437.81 | |
| Nucor Corporation (NUE) | 0.0 | $50k | 414.00 | 120.34 | |
| Te Connectivity (TEL) | 0.0 | $50k | 350.00 | 141.32 | |
| AmerisourceBergen (COR) | 0.0 | $49k | 177.00 | 278.09 | |
| Allianz Se (ALIZY) | 0.0 | $48k | 1.3k | 38.03 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $45k | 361.00 | 123.51 | |
| NiSource (NI) | 0.0 | $43k | 1.1k | 40.09 | |
| Mitsui & Co (MITSY) | 0.0 | $43k | 115.00 | 374.42 | |
| Equity Residential (EQR) | 0.0 | $43k | 600.00 | 71.58 | |
| Unilever (UL) | 0.0 | $43k | 718.00 | 59.55 | |
| DBS Group Holdings (DBSDY) | 0.0 | $42k | 304.00 | 138.29 | |
| CenterPoint Energy (CNP) | 0.0 | $41k | 1.1k | 36.23 | |
| Southern Copper Corporation (SCCO) | 0.0 | $39k | 419.00 | 93.46 | |
| Abb (ABBNY) | 0.0 | $39k | 755.00 | 51.11 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $39k | 71.00 | 542.38 | |
| Axa (AXAHY) | 0.0 | $38k | 897.00 | 42.56 | |
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $38k | 2.8k | 13.63 | |
| Union Pacific Corporation (UNP) | 0.0 | $38k | 160.00 | 236.24 | |
| Consolidated Edison (ED) | 0.0 | $38k | 339.00 | 110.59 | |
| Fidelity National Information Services (FIS) | 0.0 | $37k | 500.00 | 74.68 | |
| Public Service Enterprise (PEG) | 0.0 | $37k | 448.00 | 82.30 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $37k | 607.00 | 60.66 | |
| Etsy (ETSY) | 0.0 | $35k | 750.00 | 47.18 | |
| Welltower Inc Com reit (WELL) | 0.0 | $35k | 228.00 | 153.21 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $35k | 385.00 | 90.59 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $35k | 329.00 | 105.60 | |
| Ishares Tr cmn (STIP) | 0.0 | $34k | 329.00 | 103.47 | |
| Constellation Energy (CEG) | 0.0 | $34k | 167.00 | 201.63 | |
| Fiserv (FI) | 0.0 | $33k | 149.00 | 220.83 | |
| Siemens (SIEGY) | 0.0 | $33k | 286.00 | 114.45 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $33k | 1.1k | 31.00 | |
| Intercontinental Hotels Group (IHG) | 0.0 | $33k | 297.00 | 109.59 | |
| General Mills (GIS) | 0.0 | $32k | 538.00 | 59.79 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $32k | 700.00 | 45.26 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $31k | 212.00 | 147.72 | |
| Dominion Resources (D) | 0.0 | $31k | 557.00 | 56.07 | |
| Valero Energy Corporation (VLO) | 0.0 | $31k | 233.00 | 132.07 | |
| Jpmorgan Chase Finl (AMJB) | 0.0 | $31k | 943.00 | 32.48 | |
| Lincoln National Corporation (LNC) | 0.0 | $31k | 850.00 | 35.91 | |
| Capital One Financial (COF) | 0.0 | $30k | 169.00 | 179.30 | |
| Toyota Motor Corporation (TM) | 0.0 | $30k | 170.00 | 176.53 | |
| Discover Financial Services | 0.0 | $30k | 173.00 | 170.70 | |
| CVS Caremark Corporation (CVS) | 0.0 | $30k | 435.00 | 67.75 | |
| HSBC Holdings (HSBC) | 0.0 | $29k | 512.00 | 57.43 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $29k | 365.00 | 80.11 | |
| Gabelli Equity Trust (GAB) | 0.0 | $29k | 5.3k | 5.51 | |
| Plains All American Pipeline (PAA) | 0.0 | $29k | 1.4k | 20.00 | |
| Ishares Trust Barclays (CMBS) | 0.0 | $28k | 580.00 | 48.00 | |
| Iberdrola SA (IBDRY) | 0.0 | $28k | 430.00 | 64.55 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $28k | 62.00 | 446.71 | |
| Nippon Telegraph & Telephone (NTTYY) | 0.0 | $28k | 1.1k | 24.19 | |
| Fifth Third Ban (FITB) | 0.0 | $27k | 690.00 | 39.20 | |
| Novartis (NVS) | 0.0 | $26k | 237.00 | 111.48 | |
| Energy Transfer Equity (ET) | 0.0 | $26k | 1.4k | 18.59 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $26k | 79.00 | 325.51 | |
| Simon Property (SPG) | 0.0 | $25k | 153.00 | 166.08 | |
| Enbridge (ENB) | 0.0 | $25k | 564.00 | 44.31 | |
| Wec Energy Group (WEC) | 0.0 | $25k | 228.00 | 108.98 | |
| British American Tobac (BTI) | 0.0 | $25k | 600.00 | 41.37 | |
| Norfolk Southern (NSC) | 0.0 | $25k | 104.00 | 236.85 | |
| ORIX Corporation (IX) | 0.0 | $24k | 1.2k | 20.89 | |
| Anthem (ELV) | 0.0 | $24k | 56.00 | 434.96 | |
| Becton, Dickinson and (BDX) | 0.0 | $24k | 106.00 | 229.06 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $24k | 233.00 | 100.98 | |
| Komatsu (KMTUY) | 0.0 | $22k | 761.00 | 28.80 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $22k | 425.00 | 51.05 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $22k | 387.00 | 55.46 | |
| Principal Financial (PFG) | 0.0 | $21k | 253.00 | 84.37 | |
| Total (TTE) | 0.0 | $21k | 329.00 | 64.69 | |
| Robert Half International (RHI) | 0.0 | $21k | 390.00 | 54.55 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $21k | 326.00 | 65.17 | |
| Omni (OMC) | 0.0 | $20k | 242.00 | 82.91 | |
| Keysight Technologies (KEYS) | 0.0 | $20k | 132.00 | 149.77 | |
| Rio Tinto (RIO) | 0.0 | $20k | 324.00 | 60.08 | |
| Tor Dom Bk Cad (TD) | 0.0 | $19k | 324.00 | 59.94 | |
| Genuine Parts Company (GPC) | 0.0 | $19k | 163.00 | 119.14 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $19k | 73.00 | 264.73 | |
| Solventum Corp (SOLV) | 0.0 | $19k | 253.00 | 76.04 | |
| American Financial Group 5.875 P PFD (AFGB) | 0.0 | $19k | 876.00 | 21.89 | |
| Interpublic Group of Companies (IPG) | 0.0 | $18k | 665.00 | 27.16 | |
| Ford Motor Company (F) | 0.0 | $18k | 1.8k | 10.03 | |
| L3harris Technologies (LHX) | 0.0 | $18k | 86.00 | 209.31 | |
| International Paper Company (IP) | 0.0 | $18k | 330.00 | 53.35 | |
| BHP Billiton (BHP) | 0.0 | $18k | 360.00 | 48.54 | |
| Infosys Technologies (INFY) | 0.0 | $17k | 928.00 | 18.25 | |
| Walt Disney Company (DIS) | 0.0 | $17k | 170.00 | 98.70 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $17k | 200.00 | 83.87 | |
| BNP Paribas SA (BNPQY) | 0.0 | $16k | 391.00 | 41.54 | |
| FedEx Corporation (FDX) | 0.0 | $16k | 66.00 | 243.77 | |
| United Parcel Service (UPS) | 0.0 | $16k | 145.00 | 109.99 | |
| Carnival Corporation (CCL) | 0.0 | $16k | 805.00 | 19.53 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 0.0 | $15k | 700.00 | 21.36 | |
| Diageo (DEO) | 0.0 | $15k | 141.00 | 104.79 | |
| FirstEnergy (FE) | 0.0 | $14k | 357.00 | 40.42 | |
| Western Union Company (WU) | 0.0 | $14k | 1.4k | 10.58 | |
| Deere & Company (DE) | 0.0 | $14k | 30.00 | 469.33 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $14k | 317.00 | 43.30 | |
| Kimco Realty Corp 5.25 P PFD (KIM.PM) | 0.0 | $14k | 655.00 | 20.94 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $14k | 1.8k | 7.76 | |
| iShares Morningstar Mid Core Index (IMCB) | 0.0 | $14k | 184.00 | 74.08 | |
| Vanguard Industrials ETF (VIS) | 0.0 | $14k | 55.00 | 247.55 | |
| IDEXX Laboratories (IDXX) | 0.0 | $13k | 30.00 | 419.93 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $13k | 57.00 | 218.82 | |
| Bath & Body Works In (BBWI) | 0.0 | $12k | 409.00 | 30.32 | |
| Basf Se (BASFY) | 0.0 | $12k | 970.00 | 12.39 | |
| Dupont De Nemours (DD) | 0.0 | $12k | 159.00 | 74.68 | |
| Canon (CAJPY) | 0.0 | $12k | 382.00 | 31.06 | |
| ConAgra Foods (CAG) | 0.0 | $12k | 431.00 | 26.67 | |
| Edison International (EIX) | 0.0 | $12k | 195.00 | 58.92 | |
| Mattel (MAT) | 0.0 | $11k | 584.00 | 19.43 | |
| Goldman Sachs Gp 4 P PFD (GS.PD) | 0.0 | $11k | 500.00 | 22.08 | |
| Vanguard Financials ETF (VFH) | 0.0 | $10k | 87.00 | 119.47 | |
| Industries N shs - a - (LYB) | 0.0 | $10k | 144.00 | 70.40 | |
| Corteva (CTVA) | 0.0 | $10k | 159.00 | 62.93 | |
| Alcoa (AA) | 0.0 | $10k | 328.00 | 30.50 | |
| GSK (GSK) | 0.0 | $9.5k | 245.00 | 38.74 | |
| Northern Trust Corporation (NTRS) | 0.0 | $9.4k | 95.00 | 98.65 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.0 | $9.1k | 215.00 | 42.52 | |
| IDEX Corporation (IEX) | 0.0 | $9.0k | 50.00 | 180.96 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $8.6k | 560.00 | 15.43 | |
| Suno (SUN) | 0.0 | $8.5k | 146.00 | 58.06 | |
| Micron Technology (MU) | 0.0 | $8.4k | 97.00 | 86.89 | |
| Calamos Strategic Total Return Fund (CSQ) | 0.0 | $8.1k | 500.00 | 16.18 | |
| MetLife (MET) | 0.0 | $8.0k | 100.00 | 80.29 | |
| iShares Dow Jones US Utilities (IDU) | 0.0 | $8.0k | 79.00 | 101.42 | |
| Eni S.p.A. (E) | 0.0 | $8.0k | 258.00 | 30.93 | |
| Vanguard Materials ETF (VAW) | 0.0 | $7.9k | 42.00 | 188.81 | |
| Old Republic International Corporation (ORI) | 0.0 | $7.8k | 200.00 | 39.22 | |
| Lamb Weston Hldgs (LW) | 0.0 | $7.6k | 143.00 | 53.30 | |
| Fortune Brands (FBIN) | 0.0 | $7.5k | 123.00 | 60.88 | |
| Pimco Etf Tr 0-5 high yield (HYS) | 0.0 | $7.4k | 79.00 | 93.66 | |
| Veralto Corp (VLTO) | 0.0 | $7.3k | 75.00 | 97.45 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $7.2k | 500.00 | 14.46 | |
| Epsilon Energy (EPSN) | 0.0 | $7.1k | 1.0k | 7.06 | |
| Wpp Plc- (WPP) | 0.0 | $7.0k | 185.00 | 37.96 | |
| Honda Motor (HMC) | 0.0 | $6.8k | 250.00 | 27.13 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $6.8k | 84.00 | 80.71 | |
| Warner Bros. Discovery (WBD) | 0.0 | $6.4k | 597.00 | 10.73 | |
| Invesco Emerging Markets S etf (PCY) | 0.0 | $6.0k | 297.00 | 20.17 | |
| Realty Income (O) | 0.0 | $6.0k | 103.00 | 58.01 | |
| Accenture (ACN) | 0.0 | $5.9k | 19.00 | 312.05 | |
| Fortive (FTV) | 0.0 | $5.9k | 80.00 | 73.17 | |
| Leggett & Platt (LEG) | 0.0 | $5.7k | 726.00 | 7.91 | |
| Corning Incorporated (GLW) | 0.0 | $5.7k | 125.00 | 45.78 | |
| Adams Express Company (ADX) | 0.0 | $5.7k | 300.00 | 18.99 | |
| Dow (DOW) | 0.0 | $5.6k | 159.00 | 34.92 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $5.5k | 144.00 | 37.86 | |
| Usa Compression Partners (USAC) | 0.0 | $5.4k | 200.00 | 26.98 | |
| Wright Express (WEX) | 0.0 | $5.2k | 33.00 | 157.03 | |
| Rockwell Automation (ROK) | 0.0 | $5.2k | 20.00 | 258.40 | |
| Pentair cs (PNR) | 0.0 | $4.9k | 56.00 | 87.48 | |
| Resideo Technologies (REZI) | 0.0 | $4.9k | 276.00 | 17.70 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $4.8k | 13.00 | 368.54 | |
| Automatic Data Processing (ADP) | 0.0 | $4.6k | 15.00 | 305.53 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $4.5k | 475.00 | 9.37 | |
| Avery Dennison Corporation (AVY) | 0.0 | $4.4k | 25.00 | 177.96 | |
| Global X Fds nasdaq 100 cover (QYLD) | 0.0 | $4.2k | 250.00 | 16.63 | |
| Fluor Corporation (FLR) | 0.0 | $4.2k | 116.00 | 35.82 | |
| iShares Dow Jones US Tele (IYZ) | 0.0 | $4.1k | 150.00 | 27.39 | |
| Enbridge Inc VRN P PFD (EBBNF) | 0.0 | $4.1k | 177.00 | 23.00 | |
| Invesco (IVZ) | 0.0 | $4.0k | 267.00 | 15.17 | |
| Vanguard Energy ETF (VDE) | 0.0 | $4.0k | 31.00 | 129.71 | |
| Ares Dynamic Cr Allocation (ARDC) | 0.0 | $3.9k | 275.00 | 14.12 | |
| Huntington Bank VRN P PFD (HBANL) | 0.0 | $3.9k | 150.00 | 25.67 | |
| Gabelli Utility Trust (GUT) | 0.0 | $3.8k | 720.00 | 5.34 | |
| Alcon (ALC) | 0.0 | $3.8k | 40.00 | 94.92 | |
| Ares Capital Corporation (ARCC) | 0.0 | $3.8k | 170.00 | 22.16 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $3.8k | 350.00 | 10.73 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $3.7k | 117.00 | 31.40 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $3.6k | 100.00 | 35.67 | |
| Harley-Davidson (HOG) | 0.0 | $3.3k | 132.00 | 25.25 | |
| Donnelley Finl Solutions (DFIN) | 0.0 | $3.3k | 76.00 | 43.71 | |
| Liberty All-Star Equity Fund (USA) | 0.0 | $3.3k | 500.00 | 6.55 | |
| Fifth Third Bancorp 4.95 P PFD (FITBO) | 0.0 | $3.3k | 150.00 | 21.72 | |
| Juniper Networks (JNPR) | 0.0 | $3.3k | 90.00 | 36.19 | |
| Reaves Utility Income Fund (UTG) | 0.0 | $3.3k | 100.00 | 32.54 | |
| Blackrock Science & (BST) | 0.0 | $3.2k | 96.00 | 32.99 | |
| AT&T Inc. 4.75 P PFD (T.PC) | 0.0 | $3.2k | 165.00 | 19.19 | |
| Unum Group 6.25 P PFD (UNMA) | 0.0 | $3.1k | 125.00 | 25.13 | |
| JPMorgan Chase & Co. 6 P PFD (JPM.PC) | 0.0 | $3.1k | 125.00 | 25.05 | |
| Duke Energy Corp 5.75 P PFD (DUK.PA) | 0.0 | $3.1k | 125.00 | 24.63 | |
| AFLAC Incorporated (AFL) | 0.0 | $3.0k | 27.00 | 111.19 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $3.0k | 30.00 | 98.93 | |
| CMS Energy Corporation (CMS) | 0.0 | $2.9k | 39.00 | 75.10 | |
| Ford Motor Co 6.5 P PFD (F.PD) | 0.0 | $2.8k | 125.00 | 22.70 | |
| American Tower Reit (AMT) | 0.0 | $2.8k | 13.00 | 217.62 | |
| Carnival (CUK) | 0.0 | $2.8k | 161.00 | 17.53 | |
| Haleon Plc Spon Ads (HLN) | 0.0 | $2.8k | 271.00 | 10.29 | |
| Georgia Power Co 5 P PFD (GPJA) | 0.0 | $2.8k | 125.00 | 22.09 | |
| Boston Properties (BXP) | 0.0 | $2.8k | 41.00 | 67.20 | |
| DaVita (DVA) | 0.0 | $2.8k | 18.00 | 152.94 | |
| Brookfield Oaktree Hldgs PFD (OAK.PA) | 0.0 | $2.7k | 125.00 | 21.53 | |
| Bank of America Corp 5 P PFD (BAC.PN) | 0.0 | $2.6k | 125.00 | 21.00 | |
| Corporate Office Properties Trust (CDP) | 0.0 | $2.6k | 95.00 | 27.27 | |
| JPMorgan Chase & Co 4.75 P PFD (JPM.PJ) | 0.0 | $2.6k | 125.00 | 20.54 | |
| Truist Financial Corp 4.75 P PFD (TFC.PR) | 0.0 | $2.4k | 125.00 | 19.46 | |
| Wells Fargo & Co 5.625 P PFD (WFC.PY) | 0.0 | $2.3k | 100.00 | 23.43 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $2.2k | 13.00 | 169.23 | |
| Dover Corporation (DOV) | 0.0 | $2.1k | 12.00 | 175.67 | |
| Cleveland-cliffs (CLF) | 0.0 | $2.1k | 254.00 | 8.22 | |
| Wabtec Corporation (WAB) | 0.0 | $2.0k | 11.00 | 181.36 | |
| Prudential Financial (PRU) | 0.0 | $1.8k | 16.00 | 111.69 | |
| Akamai Technologies (AKAM) | 0.0 | $1.8k | 22.00 | 80.50 | |
| Newell Rubbermaid (NWL) | 0.0 | $1.7k | 279.00 | 6.20 | |
| Sandoz Group (SDZNY) | 0.0 | $1.7k | 40.00 | 41.88 | |
| Woodside Petroleum (WDS) | 0.0 | $1.6k | 111.00 | 14.49 | |
| Masterbrand Inc-w/i (MBC) | 0.0 | $1.6k | 123.00 | 13.06 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $1.6k | 21.00 | 76.48 | |
| Peak (DOC) | 0.0 | $1.6k | 78.00 | 20.22 | |
| MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) | 0.0 | $1.5k | 152.00 | 10.08 | |
| Vornado Realty Trust (VNO) | 0.0 | $1.5k | 40.00 | 37.00 | |
| Organon & Co (OGN) | 0.0 | $1.5k | 98.00 | 14.89 | |
| Nutrien (NTR) | 0.0 | $1.4k | 29.00 | 49.66 | |
| J.M. Smucker Company (SJM) | 0.0 | $1.4k | 12.00 | 118.42 | |
| Accelleron Inds (ACLLY) | 0.0 | $1.4k | 30.00 | 46.10 | |
| Ngl Energy Partners Lp Com Uni (NGL) | 0.0 | $1.4k | 300.00 | 4.54 | |
| NetApp (NTAP) | 0.0 | $1.3k | 15.00 | 87.87 | |
| Grayscale Bitcoin Mini Trust Etf (BTC) | 0.0 | $1.3k | 36.00 | 36.50 | |
| MiMedx (MDXG) | 0.0 | $1.3k | 170.00 | 7.60 | |
| Sony Corporation (SONY) | 0.0 | $1.3k | 50.00 | 25.40 | |
| International Flavors & Fragrances (IFF) | 0.0 | $1.2k | 15.00 | 77.60 | |
| Advansix (ASIX) | 0.0 | $1.1k | 49.00 | 22.65 | |
| Nvent Electric Plc Voting equities (NVT) | 0.0 | $1.1k | 21.00 | 52.43 | |
| Smurfit WestRock (SW) | 0.0 | $1.0k | 23.00 | 45.04 | |
| Victorias Secret And (VSCO) | 0.0 | $1.0k | 55.00 | 18.58 | |
| Garrett Motion (GTX) | 0.0 | $971.001200 | 116.00 | 8.37 | |
| Stanley Black & Decker (SWK) | 0.0 | $923.000400 | 12.00 | 76.92 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $921.999600 | 9.00 | 102.44 | |
| Vontier Corporation (VNT) | 0.0 | $854.001200 | 26.00 | 32.85 | |
| Frontline (FRO) | 0.0 | $816.997500 | 55.00 | 14.85 | |
| Science App Int'l (SAIC) | 0.0 | $449.000000 | 4.00 | 112.25 | |
| Chemours (CC) | 0.0 | $391.998800 | 29.00 | 13.52 | |
| Urban Edge Pptys (UE) | 0.0 | $380.000000 | 20.00 | 19.00 | |
| American International (AIG) | 0.0 | $348.000000 | 4.00 | 87.00 | |
| Four Corners Ppty Tr (FCPT) | 0.0 | $344.000400 | 12.00 | 28.67 | |
| Tripadvisor (TRIP) | 0.0 | $340.000800 | 24.00 | 14.17 | |
| Jbg Smith Properties (JBGS) | 0.0 | $322.000000 | 20.00 | 16.10 | |
| Ingevity (NGVT) | 0.0 | $276.999800 | 7.00 | 39.57 | |
| Grail (GRAL) | 0.0 | $255.000000 | 10.00 | 25.50 | |
| Adient (ADNT) | 0.0 | $230.999400 | 18.00 | 12.83 | |
| Halyard Health (AVNS) | 0.0 | $157.999600 | 11.00 | 14.36 | |
| Rmr Group Inc cl a (RMR) | 0.0 | $117.000100 | 7.00 | 16.71 | |
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $83.000100 | 3.00 | 27.67 | |
| Embecta Corporation (EMBC) | 0.0 | $38.000100 | 3.00 | 12.67 | |
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $21.000000 | 10.00 | 2.10 | |
| Office Pptys Income Tr Com Shs Ben Int reit (OPI) | 0.0 | $11.000000 | 25.00 | 0.44 |