Fort Point Capital Partners

Fort Point Capital Partners as of June 30, 2023

Portfolio Holdings for Fort Point Capital Partners

Fort Point Capital Partners holds 280 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
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 11.0 $78M 176k 443.28
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 6.1 $43M 469k 91.82
Ishares Tr Core Us Aggbd Et (AGG) 5.3 $37M 382k 97.95
Exxon Mobil Corporation Put Option (XOM) 4.7 $33M 308k 107.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.8 $27M 541k 50.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.5 $25M 541k 46.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $24M 58k 407.28
Ishares Tr Msci Eafe Etf (EFA) 3.2 $22M 308k 72.50
Ishares Tr Core Msci Eafe (IEFA) 3.1 $22M 328k 67.50
Uber Technologies (UBER) 3.1 $22M 507k 43.17
Ishares Tr National Mun Etf (MUB) 2.5 $17M 163k 106.73
Apple (AAPL) 2.3 $16M 83k 193.97
Ishares Tr Core S&p500 Etf (IVV) 2.1 $15M 34k 445.71
Phillips 66 Put Option (PSX) 1.9 $14M 143k 95.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $13M 34k 369.42
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B) 1.6 $11M 32k 341.00
Microsoft Corporation (MSFT) 1.4 $10M 30k 340.54
Ishares Tr Msci Acwi Etf (ACWI) 1.4 $9.8M 102k 95.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $8.1M 227k 35.65
Ishares Tr Russell 2000 Etf (IWM) 1.1 $7.4M 40k 187.27
Kla Corp Com New (KLAC) 1.0 $7.3M 15k 485.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $7.1M 175k 40.68
Ishares Tr Rus 1000 Etf (IWB) 1.0 $7.0M 29k 243.74
Amazon (AMZN) 1.0 $7.0M 54k 130.36
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $7.0M 258k 27.15
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $5.2M 10.00 517810.00
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.7 $5.1M 81k 63.20
Alphabet Cap Stk Cl A (GOOGL) 0.7 $4.9M 41k 119.70
First Tr Exchange-traded S&p Intl Divid (FID) 0.6 $4.5M 293k 15.38
Freshpet (FRPT) 0.6 $4.1M 63k 65.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $4.1M 104k 39.56
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.8M 31k 120.97
Ishares Tr Mbs Etf (MBB) 0.5 $3.8M 40k 93.27
Tesla Motors (TSLA) 0.5 $3.7M 14k 261.77
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $3.1M 62k 50.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $3.0M 40k 75.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $3.0M 41k 73.03
Netflix (NFLX) 0.4 $2.8M 6.5k 440.49
Ishares Core Msci Emkt (IEMG) 0.4 $2.7M 56k 49.29
Chevron Corporation (CVX) 0.4 $2.7M 17k 157.35
Home Depot (HD) 0.4 $2.7M 8.7k 310.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.7M 12k 220.28
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.7M 15k 178.27
Workday Cl A Put Option (WDAY) 0.4 $2.6M 12k 225.89
Cadence Design Systems Put Option (CDNS) 0.4 $2.6M 11k 234.52
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $2.5M 73k 34.38
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $2.4M 11k 220.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.3M 53k 43.80
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $2.3M 22k 102.94
Spdr Ser Tr S&p Regl Bkg (KRE) 0.3 $2.1M 51k 40.83
Intel Corporation (INTC) 0.3 $2.0M 60k 33.44
Primo Water (PRMW) 0.3 $1.9M 155k 12.54
Ferrari Nv Ord (RACE) 0.3 $1.9M 6.0k 325.21
Visa Com Cl A (V) 0.3 $1.9M 8.0k 237.48
Mastercard Incorporated Cl A (MA) 0.3 $1.8M 4.7k 393.30
Illinois Tool Works (ITW) 0.3 $1.8M 7.3k 250.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $1.8M 56k 32.54
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $1.8M 21k 87.30
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.8M 72k 24.63
JPMorgan Chase & Co. (JPM) 0.2 $1.7M 12k 145.43
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $1.7M 65k 26.33
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.7M 23k 74.33
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.7M 16k 108.14
Costco Wholesale Corporation (COST) 0.2 $1.7M 3.1k 538.40
NVIDIA Corporation (NVDA) 0.2 $1.7M 3.9k 423.03
Caterpillar (CAT) 0.2 $1.6M 6.4k 246.06
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.2 $1.6M 16k 97.77
TJX Companies (TJX) 0.2 $1.5M 18k 84.79
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.2 $1.5M 19k 81.03
Select Sector Spdr Tr Technology (XLK) 0.2 $1.5M 8.6k 173.86
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.5M 13k 108.87
Nike CL B (NKE) 0.2 $1.4M 13k 110.37
Fisker Cl A Com Stk (FSRNQ) 0.2 $1.4M 252k 5.64
S&p Global (SPGI) 0.2 $1.4M 3.4k 400.89
Spdr Ser Tr Comp Software (XSW) 0.2 $1.4M 10k 133.35
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.3M 6.3k 198.89
American Express Company (AXP) 0.2 $1.3M 7.2k 174.20
Amgen (AMGN) 0.2 $1.2M 5.5k 222.02
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $1.2M 38k 31.43
Adobe Systems Incorporated (ADBE) 0.2 $1.2M 2.4k 488.99
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $1.1M 17k 66.66
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $1.1M 6.6k 169.82
Eli Lilly & Co. (LLY) 0.2 $1.1M 2.3k 468.98
Ishares Gold Tr Ishares New (IAU) 0.2 $1.1M 30k 36.39
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $1.0M 13k 83.36
Goldman Sachs Bdc SHS (GSBD) 0.1 $1.0M 74k 13.86
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.0M 12k 81.08
Lowe's Companies (LOW) 0.1 $1.0M 4.4k 225.70
Merck & Co (MRK) 0.1 $975k 8.4k 115.39
Wal-Mart Stores (WMT) 0.1 $958k 6.1k 157.17
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.1 $943k 7.7k 122.97
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $943k 21k 44.28
Broadcom (AVGO) 0.1 $934k 1.1k 867.43
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $925k 3.3k 280.24
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $918k 7.5k 122.59
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $915k 2.7k 343.81
Abbvie (ABBV) 0.1 $890k 6.6k 134.73
Johnson & Johnson (JNJ) 0.1 $880k 5.3k 165.52
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $879k 23k 38.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $877k 6.6k 132.73
Select Sector Spdr Tr Communication (XLC) 0.1 $865k 13k 65.08
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $853k 17k 49.16
Sherwin-Williams Company (SHW) 0.1 $846k 3.2k 265.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $825k 24k 34.50
Stoke Therapeutics (STOK) 0.1 $802k 75k 10.63
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $800k 8.0k 100.07
UnitedHealth (UNH) 0.1 $776k 1.6k 480.66
Deere & Company (DE) 0.1 $776k 1.9k 405.24
Morgan Stanley Com New (MS) 0.1 $775k 9.1k 85.40
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL) 0.1 $769k 14k 56.58
Apollo Global Mgmt (APO) 0.1 $768k 10k 76.81
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $744k 7.7k 96.77
Honeywell International (HON) 0.1 $716k 3.5k 207.50
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $714k 11k 63.17
salesforce (CRM) 0.1 $686k 3.2k 211.26
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.1 $672k 7.9k 84.61
Raytheon Technologies Corp (RTX) 0.1 $655k 6.7k 97.96
Pepsi (PEP) 0.1 $653k 3.5k 185.22
Oracle Corporation (ORCL) 0.1 $651k 5.5k 119.09
Ishares Tr Select Divid Etf (DVY) 0.1 $647k 5.7k 113.30
Ishares Tr Tips Bd Etf (TIP) 0.1 $638k 5.9k 107.62
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $604k 13k 45.99
BP Sponsored Adr (BP) 0.1 $602k 17k 35.29
Discover Financial Services (DFS) 0.1 $594k 5.1k 116.85
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) 0.1 $589k 6.9k 85.36
Boeing Company (BA) 0.1 $581k 2.8k 211.16
Abbott Laboratories (ABT) 0.1 $576k 5.3k 109.03
Gitlab Class A Com (GTLB) 0.1 $562k 11k 51.11
Meta Platforms Cl A (META) 0.1 $561k 2.0k 286.98
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $556k 14k 39.21
Icahn Enterprises Depositary Unit (IEP) 0.1 $555k 19k 29.03
Select Sector Spdr Tr Energy (XLE) 0.1 $552k 6.8k 81.17
Northrop Grumman Corporation (NOC) 0.1 $551k 1.2k 455.80
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $551k 13k 43.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $550k 10k 54.41
Cisco Systems (CSCO) 0.1 $546k 11k 51.74
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $542k 7.4k 72.93
Ameriprise Financial (AMP) 0.1 $538k 1.6k 332.16
Booking Holdings (BKNG) 0.1 $529k 196.00 2700.33
Focus Finl Partners Com Cl A 0.1 $525k 10k 52.51
Blue Owl Capital Com Cl A (OWL) 0.1 $524k 45k 11.65
Linde SHS (LIN) 0.1 $518k 1.4k 381.08
Kimberly-Clark Corporation (KMB) 0.1 $501k 3.6k 138.06
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $501k 12k 43.05
Ishares Tr Blackrock Ultra (ICSH) 0.1 $499k 9.9k 50.30
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $498k 21k 23.91
Ishares Esg Awr Msci Em (ESGE) 0.1 $493k 16k 31.63
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $490k 11k 46.39
International Business Machines (IBM) 0.1 $487k 3.6k 133.81
Bristol Myers Squibb (BMY) 0.1 $481k 7.5k 63.95
Lockheed Martin Corporation (LMT) 0.1 $472k 1.0k 460.38
Ishares Tr Global Energ Etf (IXC) 0.1 $471k 13k 37.22
Aon Shs Cl A (AON) 0.1 $471k 1.4k 345.20
Waste Management (WM) 0.1 $460k 2.7k 173.42
Sony Group Corporation Sponsored Adr (SONY) 0.1 $453k 5.0k 90.04
Wells Fargo & Company (WFC) 0.1 $450k 11k 42.68
Ishares Tr S&p 100 Etf (OEF) 0.1 $448k 2.2k 207.06
Allstate Corporation (ALL) 0.1 $446k 4.1k 109.04
Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $446k 9.4k 47.38
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.1 $445k 7.1k 62.52
O'reilly Automotive (ORLY) 0.1 $445k 466.00 955.30
Lam Research Corporation 0.1 $445k 692.00 642.86
Marriott Intl Cl A (MAR) 0.1 $436k 2.4k 183.69
Rockwell Automation (ROK) 0.1 $432k 1.3k 329.45
Procter & Gamble Company (PG) 0.1 $427k 2.8k 151.74
Gilead Sciences (GILD) 0.1 $426k 5.5k 77.07
Listed Fd Tr Horizon Kinetics (INFL) 0.1 $426k 14k 30.57
American Tower Reit (AMT) 0.1 $421k 2.2k 193.94
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $419k 6.6k 63.53
L3harris Technologies (LHX) 0.1 $417k 2.1k 195.77
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $416k 7.6k 54.80
Proshares Tr Pshs Ultruss2000 (UWM) 0.1 $407k 12k 34.40
Blackstone Group Inc Com Cl A (BX) 0.1 $406k 4.4k 92.97
Hilton Worldwide Holdings (HLT) 0.1 $406k 2.8k 145.55
Altria (MO) 0.1 $403k 8.9k 45.30
Electronic Arts (EA) 0.1 $402k 3.1k 129.70
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $394k 4.0k 97.84
Spdr Ser Tr S&p Kensho Futre (FITE) 0.1 $393k 8.1k 48.87
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $392k 8.3k 47.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $384k 1.5k 261.40
Spdr Ser Tr S&p Retail Etf (XRT) 0.1 $383k 6.0k 63.75
Danaher Corporation (DHR) 0.1 $380k 1.6k 240.00
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $376k 2.3k 162.43
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $373k 1.3k 283.20
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $369k 2.4k 152.25
Pfizer (PFE) 0.1 $365k 10k 36.68
Carlyle Group (CG) 0.1 $363k 11k 31.95
Ishares Tr Glb Cns Disc Etf (RXI) 0.1 $363k 2.3k 156.71
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $358k 810.00 442.16
Comcast Corp Cl A (CMCSA) 0.0 $354k 8.5k 41.55
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $347k 2.5k 140.80
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $342k 14k 25.01
Accenture Plc Ireland Shs Class A (ACN) 0.0 $341k 1.1k 308.58
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $340k 7.5k 45.41
Bank of America Corporation (BAC) 0.0 $337k 12k 28.69
Anthem (ELV) 0.0 $336k 757.00 444.29
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $335k 5.1k 65.44
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $335k 4.9k 68.79
Coca-Cola Company (KO) 0.0 $328k 5.5k 60.22
Snap-on Incorporated (SNA) 0.0 $327k 1.1k 288.19
BlackRock MuniYield New York Insured Fnd (MYN) 0.0 $315k 31k 10.13
Vmware Cl A Com 0.0 $312k 2.2k 143.69
Vanguard Index Fds Value Etf (VTV) 0.0 $311k 2.2k 142.08
BlackRock 0.0 $310k 449.00 691.14
The Trade Desk Com Cl A (TTD) 0.0 $309k 4.0k 77.22
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.0 $302k 7.1k 42.37
Moody's Corporation (MCO) 0.0 $300k 862.00 347.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $298k 4.2k 70.48
Zscaler Incorporated (ZS) 0.0 $296k 2.0k 146.30
Kellogg Company (K) 0.0 $289k 4.3k 67.40
Texas Instruments Incorporated (TXN) 0.0 $285k 1.6k 180.02
Union Pacific Corporation (UNP) 0.0 $284k 1.4k 204.63
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $279k 3.7k 75.66
Yum! Brands (YUM) 0.0 $279k 2.0k 138.55
Lauder Estee Cos Cl A (EL) 0.0 $278k 1.4k 196.38
Clorox Company (CLX) 0.0 $275k 1.7k 159.04
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.0 $272k 2.0k 139.54
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $270k 3.6k 74.17
McDonald's Corporation (MCD) 0.0 $269k 901.00 298.41
Starbucks Corporation (SBUX) 0.0 $268k 2.7k 99.05
Vanguard World Extended Dur (EDV) 0.0 $267k 3.1k 87.07
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.0 $266k 6.1k 43.36
Ishares Tr U.s. Finls Etf (IYF) 0.0 $265k 3.6k 74.61
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $265k 5.3k 50.09
Aptiv SHS (APTV) 0.0 $264k 2.6k 102.09
Kraft Heinz (KHC) 0.0 $263k 7.4k 35.50
Alpha Partners Tech Mergr Unit 03/31/2028 (PLMJU) 0.0 $259k 25k 10.37
Equinix (EQIX) 0.0 $257k 328.00 783.94
Sweetgreen Com Cl A (SG) 0.0 $256k 20k 12.82
Valero Energy Corporation (VLO) 0.0 $256k 2.2k 117.30
Verizon Communications (VZ) 0.0 $255k 6.9k 37.19
R1 RCM (RCM) 0.0 $255k 14k 18.45
Chipotle Mexican Grill (CMG) 0.0 $255k 119.00 2139.00
Consolidated Edison (ED) 0.0 $252k 2.8k 90.40
Cigna Corp (CI) 0.0 $249k 888.00 280.60
Qualcomm (QCOM) 0.0 $245k 2.1k 119.05
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $238k 4.9k 48.06
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $235k 2.4k 99.65
At&t (T) 0.0 $235k 15k 15.95
Goldman Sachs (GS) 0.0 $235k 728.00 322.54
Nuveen Nj Div Advantage Mun (NXJ) 0.0 $233k 20k 11.47
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $230k 4.6k 50.17
Pure Storage Cl A (PSTG) 0.0 $221k 6.0k 36.82
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $220k 3.5k 62.80
Ishares Tr Conser Alloc Etf (AOK) 0.0 $219k 6.2k 35.24
Cal Maine Foods Com New (CALM) 0.0 $219k 4.9k 45.00
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $214k 18k 11.66
Walt Disney Company (DIS) 0.0 $210k 2.4k 89.28
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $209k 2.1k 97.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $208k 2.0k 104.04
Stryker Corporation (SYK) 0.0 $208k 680.00 305.09
ConAgra Foods (CAG) 0.0 $206k 6.1k 33.72
Nuveen PA Investnt Quality Municipal (NQP) 0.0 $205k 18k 11.24
SYSCO Corporation (SYY) 0.0 $204k 2.8k 74.20
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $203k 4.0k 50.66
Village Super Mkt Cl A New (VLGEA) 0.0 $203k 8.9k 22.82
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $202k 1.9k 107.31
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.0 $201k 2.4k 84.66
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $200k 3.7k 54.44
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $192k 18k 10.93
Mag Silver Corp (MAG) 0.0 $189k 17k 11.14
Rumble Com Cl A (RUM) 0.0 $188k 21k 8.92
BlackRock MuniHoldings New York Insured (MHN) 0.0 $187k 18k 10.48
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $185k 17k 10.85
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.0 $178k 17k 10.35
Hudson Pacific Properties (HPP) 0.0 $177k 42k 4.22
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.0 $175k 20k 8.90
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $167k 15k 11.27
Nuveen Ny Divid Advntg Mun F (NAN) 0.0 $163k 15k 10.75
Nuveen Insd Dividend Advantage (NVG) 0.0 $151k 13k 11.70
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $140k 15k 9.58
Bny Mellon Mun Income (DMF) 0.0 $119k 19k 6.29
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $110k 50k 2.20
Dws Municipal Income Cf non-tax cef (KTF) 0.0 $101k 12k 8.61
Heritage Commerce (HTBK) 0.0 $95k 12k 8.28
Peloton Interactive Cl A Com (PTON) 0.0 $85k 11k 7.69
Mfs Mun Income Tr Sh Ben Int (MFM) 0.0 $61k 12k 5.10
Mfs High Yield Mun Tr Sh Ben Int (CMU) 0.0 $55k 17k 3.22
Rigel Pharmaceuticals Com New 0.0 $22k 17k 1.29
Oncternal Therapeutics 0.0 $6.9k 20k 0.34