Buck Wealth Strategies as of June 30, 2023
Portfolio Holdings for Buck Wealth Strategies
Buck Wealth Strategies holds 275 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 24.0 | $55M | 582k | 95.13 | |
| Apple (AAPL) | 4.2 | $9.6M | 50k | 193.97 | |
| Amazon (AMZN) | 3.5 | $8.0M | 62k | 130.36 | |
| Microchip Technology (MCHP) | 2.7 | $6.2M | 69k | 89.59 | |
| Waste Management (WM) | 2.7 | $6.2M | 36k | 173.42 | |
| Microsoft Corporation (MSFT) | 2.7 | $6.1M | 18k | 340.53 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $6.1M | 42k | 145.44 | |
| Watsco, Incorporated (WSO) | 2.6 | $6.0M | 16k | 381.47 | |
| Procter & Gamble Company (PG) | 2.6 | $6.0M | 39k | 151.74 | |
| Wal-Mart Stores (WMT) | 2.6 | $5.9M | 38k | 157.18 | |
| Merck & Co (MRK) | 2.6 | $5.9M | 51k | 115.39 | |
| Amdocs SHS (DOX) | 2.5 | $5.8M | 59k | 98.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $5.7M | 48k | 119.71 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $5.7M | 26k | 215.52 | |
| Cisco Systems (CSCO) | 2.4 | $5.6M | 109k | 51.74 | |
| Lockheed Martin Corporation (LMT) | 2.4 | $5.5M | 12k | 460.39 | |
| Visa Com Cl A (V) | 2.4 | $5.5M | 23k | 237.48 | |
| Verizon Communications (VZ) | 2.4 | $5.4M | 147k | 37.19 | |
| Coca-Cola Company (KO) | 2.3 | $5.4M | 89k | 60.22 | |
| At&t (T) | 2.3 | $5.2M | 327k | 15.95 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $5.2M | 48k | 107.25 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 2.2 | $5.2M | 175k | 29.50 | |
| Amgen (AMGN) | 2.2 | $5.1M | 23k | 222.02 | |
| CVS Caremark Corporation (CVS) | 2.2 | $5.1M | 74k | 69.13 | |
| Abbvie (ABBV) | 2.2 | $5.1M | 38k | 134.73 | |
| UnitedHealth (UNH) | 2.2 | $5.0M | 10k | 480.66 | |
| Pfizer (PFE) | 2.1 | $4.9M | 133k | 36.68 | |
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 1.9 | $4.5M | 76k | 58.95 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $4.1M | 23k | 178.27 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.6 | $3.7M | 73k | 50.21 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $2.0M | 44k | 46.18 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $2.0M | 48k | 41.32 | |
| Tesla Motors (TSLA) | 0.3 | $728k | 2.8k | 261.78 | |
| Chevron Corporation (CVX) | 0.1 | $328k | 2.1k | 157.39 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $239k | 700.00 | 341.94 | |
| Exelixis (EXEL) | 0.1 | $191k | 10k | 19.11 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $178k | 4.3k | 41.23 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $168k | 369.00 | 455.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $168k | 493.00 | 341.00 | |
| Netflix (NFLX) | 0.1 | $154k | 350.00 | 440.49 | |
| Costco Wholesale Corporation (COST) | 0.1 | $151k | 281.00 | 537.82 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.1 | $141k | 6.5k | 21.83 | |
| Progressive Corporation (PGR) | 0.1 | $131k | 986.00 | 132.43 | |
| Hawaiian Electric Industries (HE) | 0.1 | $126k | 3.5k | 36.20 | |
| Altria (MO) | 0.1 | $120k | 2.7k | 45.29 | |
| Nextera Energy (NEE) | 0.1 | $120k | 1.6k | 74.20 | |
| Walt Disney Company (DIS) | 0.1 | $118k | 1.3k | 89.30 | |
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $117k | 1.7k | 70.41 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $110k | 730.00 | 150.08 | |
| Honeywell International (HON) | 0.0 | $106k | 511.00 | 207.55 | |
| Starbucks Corporation (SBUX) | 0.0 | $104k | 1.0k | 99.10 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $102k | 873.00 | 116.77 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $99k | 2.0k | 49.41 | |
| Allstate Corporation (ALL) | 0.0 | $97k | 892.00 | 109.09 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $97k | 598.00 | 161.83 | |
| Lululemon Athletica (LULU) | 0.0 | $95k | 250.00 | 378.50 | |
| NVIDIA Corporation (NVDA) | 0.0 | $88k | 207.00 | 423.02 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $80k | 180.00 | 443.28 | |
| Morgan Stanley Com New (MS) | 0.0 | $78k | 916.00 | 85.41 | |
| Cigna Corp (CI) | 0.0 | $74k | 265.00 | 280.60 | |
| InterDigital (IDCC) | 0.0 | $69k | 715.00 | 96.55 | |
| Hca Holdings (HCA) | 0.0 | $68k | 225.00 | 303.48 | |
| McDonald's Corporation (MCD) | 0.0 | $66k | 222.00 | 298.41 | |
| Paychex (PAYX) | 0.0 | $66k | 591.00 | 111.87 | |
| FedEx Corporation (FDX) | 0.0 | $65k | 262.00 | 247.90 | |
| Prudential Financial (PRU) | 0.0 | $64k | 727.00 | 88.22 | |
| Eaton Corp SHS (ETN) | 0.0 | $64k | 318.00 | 201.10 | |
| United Parcel Service CL B (UPS) | 0.0 | $64k | 356.00 | 179.25 | |
| Caterpillar (CAT) | 0.0 | $64k | 259.00 | 246.05 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $64k | 182.00 | 348.91 | |
| 3M Company (MMM) | 0.0 | $63k | 633.00 | 100.15 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $63k | 688.00 | 91.83 | |
| Packaging Corporation of America (PKG) | 0.0 | $62k | 471.00 | 132.16 | |
| Southern Company (SO) | 0.0 | $62k | 875.00 | 70.25 | |
| Alliant Energy Corporation (LNT) | 0.0 | $61k | 1.2k | 52.48 | |
| Consolidated Edison (ED) | 0.0 | $61k | 672.00 | 90.40 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $60k | 1.2k | 47.87 | |
| MetLife (MET) | 0.0 | $54k | 951.00 | 56.52 | |
| Manulife Finl Corp (MFC) | 0.0 | $52k | 2.8k | 18.91 | |
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $50k | 3.2k | 15.90 | |
| Us Bancorp Del Com New (USB) | 0.0 | $50k | 1.5k | 33.04 | |
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $49k | 2.1k | 23.14 | |
| Cal Maine Foods Com New (CALM) | 0.0 | $48k | 1.1k | 45.00 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $48k | 2.5k | 19.18 | |
| Wp Carey (WPC) | 0.0 | $46k | 677.00 | 67.56 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $46k | 391.00 | 116.60 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $43k | 83.00 | 522.06 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $43k | 356.00 | 120.16 | |
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $42k | 1.2k | 34.08 | |
| Union Pacific Corporation (UNP) | 0.0 | $40k | 196.00 | 204.86 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $40k | 543.00 | 72.90 | |
| Home Depot (HD) | 0.0 | $38k | 123.00 | 309.94 | |
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $38k | 1.2k | 31.69 | |
| Nushares Etf Tr Nuveen Enhnc Yld (NUAG) | 0.0 | $36k | 1.7k | 20.72 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $34k | 91.00 | 369.44 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $32k | 571.00 | 56.66 | |
| Exp World Holdings Inc equities (EXPI) | 0.0 | $32k | 1.6k | 20.28 | |
| Paypal Holdings (PYPL) | 0.0 | $30k | 452.00 | 66.73 | |
| Meta Platforms Cl A (META) | 0.0 | $29k | 102.00 | 286.98 | |
| Lowe's Companies (LOW) | 0.0 | $29k | 128.00 | 226.09 | |
| Shell Spon Ads (SHEL) | 0.0 | $27k | 450.00 | 60.38 | |
| Johnson & Johnson (JNJ) | 0.0 | $27k | 163.00 | 165.74 | |
| Discover Financial Services (DFS) | 0.0 | $26k | 221.00 | 116.85 | |
| Sun Life Financial (SLF) | 0.0 | $25k | 476.00 | 52.12 | |
| Public Service Enterprise (PEG) | 0.0 | $24k | 390.00 | 62.61 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $24k | 69.00 | 343.86 | |
| Philip Morris International (PM) | 0.0 | $23k | 238.00 | 97.47 | |
| Edwards Lifesciences (EW) | 0.0 | $23k | 240.00 | 94.33 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $22k | 146.00 | 152.25 | |
| Intel Corporation (INTC) | 0.0 | $22k | 661.00 | 33.46 | |
| Marriott Intl Cl A (MAR) | 0.0 | $21k | 113.00 | 183.69 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $19k | 95.00 | 203.64 | |
| Ball Corporation (BALL) | 0.0 | $19k | 332.00 | 58.21 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $19k | 179.00 | 106.13 | |
| Deere & Company (DE) | 0.0 | $19k | 46.00 | 408.76 | |
| Intuit (INTU) | 0.0 | $18k | 40.00 | 459.98 | |
| Mirati Therapeutics | 0.0 | $18k | 500.00 | 36.13 | |
| Illinois Tool Works (ITW) | 0.0 | $18k | 70.00 | 250.97 | |
| Zscaler Incorporated (ZS) | 0.0 | $18k | 120.00 | 146.30 | |
| Keysight Technologies (KEYS) | 0.0 | $17k | 102.00 | 167.45 | |
| American Tower Reit (AMT) | 0.0 | $17k | 87.00 | 194.74 | |
| Fmc Corp Com New (FMC) | 0.0 | $17k | 162.00 | 104.34 | |
| Regal-beloit Corporation (RRX) | 0.0 | $17k | 107.00 | 153.90 | |
| Ufp Industries (UFPI) | 0.0 | $16k | 168.00 | 97.05 | |
| Gibraltar Industries (ROCK) | 0.0 | $16k | 259.00 | 62.92 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $16k | 214.00 | 75.56 | |
| Juniper Networks (JNPR) | 0.0 | $16k | 515.00 | 31.33 | |
| Boston Scientific Corporation (BSX) | 0.0 | $16k | 298.00 | 54.09 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $16k | 182.00 | 88.55 | |
| Hub Group Cl A (HUBG) | 0.0 | $16k | 200.00 | 80.32 | |
| Dow (DOW) | 0.0 | $16k | 300.00 | 53.26 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $16k | 357.00 | 44.52 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $16k | 225.00 | 70.27 | |
| Danaher Corporation (DHR) | 0.0 | $16k | 65.00 | 240.00 | |
| FleetCor Technologies | 0.0 | $15k | 61.00 | 251.08 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $15k | 369.00 | 41.34 | |
| Humana (HUM) | 0.0 | $15k | 34.00 | 447.12 | |
| FactSet Research Systems (FDS) | 0.0 | $15k | 37.00 | 400.65 | |
| Nve Corp Com New (NVEC) | 0.0 | $15k | 150.00 | 97.44 | |
| Skyworks Solutions (SWKS) | 0.0 | $14k | 128.00 | 110.69 | |
| Huntington Ingalls Inds (HII) | 0.0 | $13k | 59.00 | 226.27 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $13k | 800.00 | 16.66 | |
| Fiserv (FI) | 0.0 | $13k | 105.00 | 126.15 | |
| Genpact SHS (G) | 0.0 | $13k | 339.00 | 37.59 | |
| Activision Blizzard | 0.0 | $13k | 151.00 | 84.30 | |
| General Electric Com New (GE) | 0.0 | $12k | 111.00 | 109.85 | |
| Target Corporation (TGT) | 0.0 | $12k | 91.00 | 131.91 | |
| Baxter International (BAX) | 0.0 | $12k | 261.00 | 45.56 | |
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $11k | 335.00 | 32.86 | |
| AmerisourceBergen (COR) | 0.0 | $10k | 52.00 | 192.42 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $9.7k | 206.00 | 46.90 | |
| Nustar Energy Unit Com (NS) | 0.0 | $9.2k | 534.00 | 17.14 | |
| BP Sponsored Adr (BP) | 0.0 | $8.8k | 250.00 | 35.29 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $8.7k | 200.00 | 43.56 | |
| Ventas (VTR) | 0.0 | $8.6k | 183.00 | 47.19 | |
| Bank of America Corporation (BAC) | 0.0 | $8.6k | 299.00 | 28.70 | |
| Prologis (PLD) | 0.0 | $8.5k | 69.00 | 122.62 | |
| Masco Corporation (MAS) | 0.0 | $8.4k | 146.00 | 57.38 | |
| Wisdomtree Tr Blmbg Us Bull (USDU) | 0.0 | $8.3k | 312.00 | 26.52 | |
| Archer Aviation Com Cl A (ACHR) | 0.0 | $8.2k | 2.0k | 4.12 | |
| Pepsi (PEP) | 0.0 | $8.2k | 44.00 | 185.23 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $8.1k | 238.00 | 33.94 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $8.1k | 200.00 | 40.30 | |
| Franchise Group | 0.0 | $7.4k | 260.00 | 28.64 | |
| Whitehorse Finance (WHF) | 0.0 | $7.4k | 575.00 | 12.83 | |
| Duff & Phelps Global (DPG) | 0.0 | $7.3k | 750.00 | 9.73 | |
| MGM Resorts International. (MGM) | 0.0 | $6.9k | 158.00 | 43.92 | |
| Ellington Financial Inc ellington financ (EFC) | 0.0 | $6.9k | 500.00 | 13.80 | |
| Uipath Cl A (PATH) | 0.0 | $6.6k | 400.00 | 16.57 | |
| Tekla Life Sciences Invs Sh Ben Int (HQL) | 0.0 | $6.5k | 481.00 | 13.54 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $6.4k | 71.00 | 89.99 | |
| Etf Ser Solutions Distillate Us (DSTL) | 0.0 | $6.3k | 140.00 | 45.26 | |
| TFS Financial Corporation (TFSL) | 0.0 | $6.3k | 500.00 | 12.57 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $6.2k | 67.00 | 92.97 | |
| salesforce (CRM) | 0.0 | $6.1k | 29.00 | 211.28 | |
| Honda Motor Amern Shs (HMC) | 0.0 | $6.1k | 200.00 | 30.31 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $6.0k | 300.00 | 20.01 | |
| International Business Machines (IBM) | 0.0 | $5.9k | 44.00 | 133.82 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $5.8k | 80.00 | 72.69 | |
| Emerson Electric (EMR) | 0.0 | $5.7k | 63.00 | 90.43 | |
| Carvana Cl A (CVNA) | 0.0 | $5.7k | 219.00 | 25.92 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $5.6k | 41.00 | 136.90 | |
| Nice Sponsored Adr (NICE) | 0.0 | $5.6k | 27.00 | 206.52 | |
| American Express Company (AXP) | 0.0 | $5.2k | 30.00 | 174.20 | |
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $5.2k | 57.00 | 91.19 | |
| Docusign (DOCU) | 0.0 | $5.1k | 100.00 | 51.09 | |
| Genuine Parts Company (GPC) | 0.0 | $5.0k | 29.00 | 170.90 | |
| Eli Lilly & Co. (LLY) | 0.0 | $4.9k | 10.00 | 489.80 | |
| ConocoPhillips (COP) | 0.0 | $4.9k | 47.00 | 103.85 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $4.7k | 1.0k | 4.70 | |
| Cintas Corporation (CTAS) | 0.0 | $4.6k | 9.00 | 514.11 | |
| Agilon Health (AGL) | 0.0 | $4.5k | 260.00 | 17.34 | |
| Chubb (CB) | 0.0 | $4.5k | 23.00 | 194.74 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $4.4k | 65.00 | 68.28 | |
| Plug Power Com New (PLUG) | 0.0 | $4.4k | 425.00 | 10.39 | |
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $4.1k | 150.00 | 27.36 | |
| Carnival Corp Common Stock (CCL) | 0.0 | $3.9k | 208.00 | 18.83 | |
| Listed Fd Tr Horizon Kinetics (INFL) | 0.0 | $3.8k | 123.00 | 30.57 | |
| TJX Companies (TJX) | 0.0 | $3.7k | 44.00 | 84.27 | |
| Cardinal Health (CAH) | 0.0 | $3.7k | 39.00 | 94.56 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $3.5k | 11.00 | 321.18 | |
| Air Products & Chemicals (APD) | 0.0 | $3.5k | 12.00 | 293.17 | |
| Zoetis Cl A (ZTS) | 0.0 | $3.5k | 20.00 | 175.75 | |
| Darden Restaurants (DRI) | 0.0 | $3.5k | 21.00 | 167.10 | |
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.0 | $3.5k | 70.00 | 49.90 | |
| Stryker Corporation (SYK) | 0.0 | $3.5k | 11.00 | 315.18 | |
| Amc Entmt Hldgs Cl A Com | 0.0 | $3.5k | 786.00 | 4.40 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $3.4k | 7.00 | 489.00 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $3.4k | 42.00 | 81.24 | |
| Valley National Ban (VLY) | 0.0 | $3.3k | 432.00 | 7.75 | |
| Ansys (ANSS) | 0.0 | $3.3k | 10.00 | 330.30 | |
| Bce Com New (BCE) | 0.0 | $3.3k | 72.00 | 45.42 | |
| Abbott Laboratories (ABT) | 0.0 | $3.2k | 29.00 | 110.38 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $3.2k | 32.00 | 98.78 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $3.2k | 83.00 | 38.08 | |
| Motorola Solutions Com New (MSI) | 0.0 | $3.1k | 10.00 | 306.00 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $3.0k | 30.00 | 101.57 | |
| IDEXX Laboratories (IDXX) | 0.0 | $3.0k | 6.00 | 502.17 | |
| Roper Industries (ROP) | 0.0 | $2.9k | 6.00 | 488.67 | |
| Canadian Natl Ry (CNI) | 0.0 | $2.9k | 24.00 | 121.92 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.9k | 35.00 | 83.34 | |
| S&p Global (SPGI) | 0.0 | $2.9k | 7.00 | 411.43 | |
| Welltower Inc Com reit (WELL) | 0.0 | $2.9k | 35.00 | 81.54 | |
| Xcel Energy (XEL) | 0.0 | $2.7k | 44.00 | 62.16 | |
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $2.7k | 55.00 | 48.84 | |
| Organon & Co Common Stock (OGN) | 0.0 | $2.6k | 127.00 | 20.81 | |
| Snowflake Cl A (SNOW) | 0.0 | $2.6k | 15.00 | 176.00 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $2.6k | 19.00 | 138.05 | |
| Dover Corporation (DOV) | 0.0 | $2.5k | 17.00 | 145.06 | |
| Dollar General (DG) | 0.0 | $2.4k | 14.00 | 174.00 | |
| Diageo Spon Adr New (DEO) | 0.0 | $2.4k | 14.00 | 171.79 | |
| Cme (CME) | 0.0 | $2.3k | 12.00 | 190.75 | |
| L3harris Technologies (LHX) | 0.0 | $2.3k | 12.00 | 190.33 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.3k | 180.00 | 12.54 | |
| Crown Castle Intl (CCI) | 0.0 | $2.2k | 19.00 | 114.47 | |
| Invitation Homes (INVH) | 0.0 | $2.2k | 63.00 | 34.40 | |
| Boeing Company (BA) | 0.0 | $2.1k | 10.00 | 211.20 | |
| Unilever Spon Adr New (UL) | 0.0 | $2.1k | 40.00 | 52.15 | |
| Marvell Technology (MRVL) | 0.0 | $1.9k | 32.00 | 59.78 | |
| Cytokinetics Com New (CYTK) | 0.0 | $1.9k | 57.00 | 32.61 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $1.8k | 100.00 | 18.02 | |
| Omega Healthcare Investors (OHI) | 0.0 | $1.8k | 58.00 | 30.69 | |
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $1.7k | 105.00 | 16.52 | |
| Truist Financial Corp equities (TFC) | 0.0 | $1.6k | 54.00 | 30.39 | |
| Rumble Com Cl A (RUM) | 0.0 | $1.6k | 175.00 | 8.92 | |
| Generac Holdings (GNRC) | 0.0 | $1.5k | 10.00 | 149.10 | |
| Livent Corp | 0.0 | $1.4k | 52.00 | 27.42 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.4k | 12.00 | 113.92 | |
| Global X Fds Aging Population (AGNG) | 0.0 | $1.3k | 57.00 | 23.30 | |
| Marathon Oil Corporation (MRO) | 0.0 | $1.2k | 54.00 | 23.02 | |
| Moderna (MRNA) | 0.0 | $1.2k | 10.00 | 121.50 | |
| Doubleline Opportunistic Cr (DBL) | 0.0 | $1.1k | 76.00 | 14.42 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $1.1k | 131.00 | 8.14 | |
| Kinder Morgan (KMI) | 0.0 | $1.0k | 59.00 | 17.22 | |
| Maui Land & Pineapple (MLP) | 0.0 | $997.003000 | 70.00 | 14.24 | |
| Ford Motor Company (F) | 0.0 | $991.999800 | 66.00 | 15.03 | |
| Viatris (VTRS) | 0.0 | $838.000800 | 84.00 | 9.98 | |
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $764.999900 | 7.00 | 109.29 | |
| Hldgs (UAL) | 0.0 | $713.000600 | 13.00 | 54.85 | |
| Ideanomics | 0.0 | $692.999000 | 9.3k | 0.07 | |
| Realty Income (O) | 0.0 | $598.000000 | 10.00 | 59.80 | |
| Nuveen Quality Pref. Inc. Fund II | 0.0 | $548.998200 | 86.00 | 6.38 | |
| MaxLinear (MXL) | 0.0 | $472.999500 | 15.00 | 31.53 | |
| General Motors Company (GM) | 0.0 | $425.000400 | 11.00 | 38.64 | |
| Analog Devices (ADI) | 0.0 | $390.000000 | 2.00 | 195.00 | |
| Block Cl A (SQ) | 0.0 | $266.000000 | 4.00 | 66.50 | |
| Micron Technology (MU) | 0.0 | $252.000000 | 4.00 | 63.00 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $248.000000 | 2.00 | 124.00 | |
| Unity Software (U) | 0.0 | $217.000000 | 5.00 | 43.40 | |
| Procure Etf Trust Ii Space Etf (UFO) | 0.0 | $191.000000 | 10.00 | 19.10 | |
| Nrg Energy Com New (NRG) | 0.0 | $150.000000 | 4.00 | 37.50 | |
| Proterra | 0.0 | $120.000000 | 100.00 | 1.20 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $106.000000 | 8.00 | 13.25 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $82.000000 | 5.00 | 16.40 | |
| Advent Technologies Holdng I Com Cl A (ADN) | 0.0 | $12.000000 | 20.00 | 0.60 |
