Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management as of Dec. 31, 2024

Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management holds 283 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 7.4 $171M 811k 210.45
NVIDIA Corporation (NVDA) 5.7 $131M 974k 134.29
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.3 $122M 1.4M 87.90
Tesla Motors (TSLA) 4.6 $106M 262k 403.84
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.1 $95M 1.9M 51.14
Apple (AAPL) 4.0 $92M 365k 250.42
Ishares Tr Core Us Aggbd Et (AGG) 3.2 $74M 766k 96.90
Select Sector Spdr Tr Technology (XLK) 3.2 $73M 315k 232.52
Microsoft Corporation (MSFT) 2.5 $58M 137k 421.50
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.4 $55M 245k 224.35
Ishares Tr Core Msci Total (IXUS) 2.4 $55M 828k 66.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $52M 1.9M 27.32
Select Sector Spdr Tr Financial (XLF) 2.2 $51M 1.1M 48.33
Alphabet Cap Stk Cl C (GOOG) 2.1 $48M 254k 190.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.9 $44M 318k 137.57
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 1.8 $42M 251k 165.21
Amazon (AMZN) 1.7 $39M 178k 219.39
Spdr Ser Tr Portfolio Crport (SPBO) 1.5 $34M 1.2M 28.64
Netflix (NFLX) 1.4 $33M 37k 891.32
Select Sector Spdr Tr Communication (XLC) 1.4 $32M 329k 96.81
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 1.3 $30M 1.2M 24.70
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.3 $30M 675k 44.92
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.3 $30M 804k 37.17
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.3 $29M 828k 35.26
Ishares Tr Core S&p500 Etf (IVV) 1.0 $24M 40k 588.68
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.0 $22M 283k 78.61
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $20M 374k 54.69
Vaneck Etf Trust Semiconductr Etf (SMH) 0.8 $20M 80k 242.17
Advisorshares Tr Gerber Kawasaki (GK) 0.8 $19M 883k 21.77
Spdr Ser Tr Aerospace Def (XAR) 0.8 $18M 108k 165.82
Spdr Ser Tr Bloomberg High Y (JNK) 0.8 $18M 185k 95.47
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.7 $17M 585k 29.01
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.7 $17M 352k 47.39
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $16M 124k 131.76
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.7 $16M 388k 40.67
MGM Resorts International. (MGM) 0.7 $16M 449k 34.65
Invesco Exchange Traded Fd T Dynmc Biotech (PBE) 0.6 $15M 224k 66.53
Home Depot (HD) 0.6 $15M 38k 388.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $15M 28k 511.24
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.6 $14M 143k 98.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $14M 24k 586.10
Walt Disney Company (DIS) 0.6 $14M 124k 111.35
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $13M 267k 50.37
Blackstone Group Inc Com Cl A (BX) 0.6 $13M 74k 172.42
Vici Pptys (VICI) 0.5 $12M 417k 29.21
Ishares Msci World Etf (URTH) 0.5 $12M 78k 155.50
Ishares Tr U.s. Med Dvc Etf (IHI) 0.5 $11M 194k 58.35
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $11M 124k 88.79
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $11M 437k 24.99
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $10M 254k 40.41
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $9.5M 44k 215.49
Oracle Corporation (ORCL) 0.4 $9.3M 56k 166.64
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $9.0M 381k 23.61
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $8.6M 273k 31.44
Alphabet Cap Stk Cl A (GOOGL) 0.4 $8.5M 45k 189.30
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.4 $8.3M 178k 46.81
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $7.9M 284k 27.94
Dell Technologies CL C (DELL) 0.3 $7.8M 67k 115.24
Broadcom (AVGO) 0.3 $7.6M 33k 231.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $7.5M 17k 453.28
Novo-nordisk A S Adr (NVO) 0.3 $7.2M 83k 86.02
Ishares Tr National Mun Etf (MUB) 0.3 $6.9M 65k 106.55
Meta Platforms Cl A (META) 0.3 $6.7M 12k 585.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $6.7M 23k 289.82
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $6.7M 230k 29.22
Lennar Corp Cl A (LEN) 0.3 $6.7M 49k 136.37
Ishares Tr Us Home Cons Etf (ITB) 0.3 $6.5M 63k 103.39
Nutanix Cl A (NTNX) 0.3 $6.2M 102k 61.18
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $6.0M 88k 68.94
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $5.9M 170k 34.97
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $5.2M 170k 30.88
Eli Lilly & Co. (LLY) 0.2 $5.0M 6.5k 772.07
Fs Kkr Capital Corp (FSK) 0.2 $4.8M 221k 21.72
Spdr Ser Tr S&p Homebuild (XHB) 0.2 $4.3M 41k 104.50
Global X Fds Fintech Etf (FINX) 0.2 $4.1M 130k 31.22
Gold Tr Ishares New (IAU) 0.2 $4.0M 81k 49.51
Trane Technologies SHS (TT) 0.2 $4.0M 11k 369.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.9M 7.3k 538.81
Costco Wholesale Corporation (COST) 0.2 $3.8M 4.1k 916.25
Uber Technologies (UBER) 0.2 $3.7M 62k 60.32
Ishares Tr Russell 2000 Etf (IWM) 0.2 $3.6M 17k 220.97
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $3.5M 40k 87.33
Docusign (DOCU) 0.2 $3.5M 39k 89.94
On Hldg Namen Akt A (ONON) 0.1 $3.4M 62k 54.77
Axon Enterprise (AXON) 0.1 $3.3M 5.6k 594.32
Qualcomm (QCOM) 0.1 $3.2M 21k 153.63
Ishares Tr U.s. Finls Etf (IYF) 0.1 $3.2M 29k 110.58
JPMorgan Chase & Co. (JPM) 0.1 $3.2M 13k 239.73
Ishares Tr Broad Usd High (USHY) 0.1 $3.0M 80k 36.79
Ishares Tr Ishares Biotech (IBB) 0.1 $2.9M 22k 132.21
Global X Fds 1-3 Month T-bill (CLIP) 0.1 $2.8M 28k 100.10
Palo Alto Networks (PANW) 0.1 $2.8M 15k 181.96
Ishares Bitcoin Tr SHS (IBIT) 0.1 $2.8M 52k 53.05
Prologis (PLD) 0.1 $2.7M 25k 105.70
Nextera Energy (NEE) 0.1 $2.6M 36k 71.69
Northrop Grumman Corporation (NOC) 0.1 $2.6M 5.5k 469.34
Wal-Mart Stores (WMT) 0.1 $2.6M 28k 90.35
Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.4M 16k 145.35
Samsara Com Cl A (IOT) 0.1 $2.3M 54k 43.69
Global X Fds Us Pfd Etf (PFFD) 0.1 $2.3M 118k 19.51
Lpl Financial Holdings (LPLA) 0.1 $2.2M 6.9k 326.55
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $2.1M 41k 50.88
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $2.1M 74k 27.88
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.0M 10k 195.84
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.1 $2.0M 58k 35.19
Spdr Ser Tr S&p Semicndctr (XSD) 0.1 $2.0M 8.0k 248.46
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.9M 11k 175.23
Visa Com Cl A (V) 0.1 $1.9M 6.1k 316.09
Zoetis Cl A (ZTS) 0.1 $1.8M 11k 162.94
Capital Group Core Balanced SHS (CGBL) 0.1 $1.8M 59k 31.27
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.8M 2.6k 693.07
Advanced Micro Devices (AMD) 0.1 $1.8M 15k 120.79
Amgen (AMGN) 0.1 $1.7M 6.6k 260.64
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $1.7M 41k 42.69
Lockheed Martin Corporation (LMT) 0.1 $1.7M 3.5k 486.00
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.1 $1.6M 35k 45.70
Digital Realty Trust (DLR) 0.1 $1.6M 9.0k 177.33
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.6M 27k 58.00
Shopify Cl A (SHOP) 0.1 $1.6M 15k 106.33
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.5M 6.3k 242.13
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.5M 3.7k 410.54
Stryker Corporation (SYK) 0.1 $1.5M 4.1k 360.10
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $1.4M 22k 63.33
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.4M 6.5k 211.38
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M 8.1k 169.30
Intuitive Surgical Com New (ISRG) 0.1 $1.3M 2.6k 521.96
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $1.3M 13k 96.53
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.3M 3.8k 342.16
Hashicorp Com Cl A 0.1 $1.3M 37k 34.21
Adobe Systems Incorporated (ADBE) 0.1 $1.2M 2.8k 444.68
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.2M 13k 90.06
General Dynamics Corporation (GD) 0.0 $1.1M 4.4k 263.55
Flutter Entmt SHS (FLUT) 0.0 $1.1M 4.4k 258.45
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.1M 9.3k 121.60
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $1.1M 9.4k 115.23
Thermo Fisher Scientific (TMO) 0.0 $1.1M 2.1k 520.25
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $1.1M 25k 42.61
Deere & Company (DE) 0.0 $1.1M 2.5k 423.84
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.0M 49k 21.06
Applied Optoelectronics (AAOI) 0.0 $1.0M 28k 36.86
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.0M 8.0k 128.82
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $1.0M 14k 75.70
Ishares Tr Expanded Tech (IGV) 0.0 $971k 9.7k 100.12
American Express Company (AXP) 0.0 $929k 3.1k 296.80
Procter & Gamble Company (PG) 0.0 $922k 5.5k 167.68
Palantir Technologies Cl A (PLTR) 0.0 $914k 12k 75.63
Ferrari Nv Ord (RACE) 0.0 $836k 2.0k 424.87
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $819k 25k 32.76
Capital Group Fixed Income E Core Plus Incm (CGCP) 0.0 $809k 36k 22.20
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $804k 14k 57.28
Arista Networks Com Shs (ANET) 0.0 $797k 7.2k 110.53
salesforce (CRM) 0.0 $776k 2.3k 334.40
Steel Dynamics (STLD) 0.0 $764k 6.7k 114.07
Servicenow (NOW) 0.0 $744k 702.00 1060.12
Abbvie (ABBV) 0.0 $734k 4.1k 177.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $724k 31k 23.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $718k 32k 22.70
Chevron Corporation (CVX) 0.0 $705k 4.9k 144.86
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $691k 7.5k 92.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $672k 11k 62.31
The Trade Desk Com Cl A (TTD) 0.0 $664k 5.7k 117.53
Merck & Co (MRK) 0.0 $656k 6.6k 99.49
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $651k 1.0k 621.91
Iron Mountain (IRM) 0.0 $649k 6.2k 105.11
Exxon Mobil Corporation (XOM) 0.0 $644k 6.0k 107.58
American Centy Etf Tr Diversified Mu (TAXF) 0.0 $636k 13k 50.14
Global X Fds Artificial Etf (AIQ) 0.0 $620k 16k 38.64
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $616k 6.4k 96.22
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO) 0.0 $616k 6.6k 93.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $614k 22k 27.87
Electronic Arts (EA) 0.0 $605k 4.1k 146.31
Bank of America Corporation (BAC) 0.0 $603k 14k 43.95
Texas Instruments Incorporated (TXN) 0.0 $598k 3.2k 187.56
UnitedHealth (UNH) 0.0 $595k 1.2k 506.23
Starbucks Corporation (SBUX) 0.0 $592k 6.5k 91.26
Ziprecruiter Cl A (ZIP) 0.0 $585k 81k 7.24
Microstrategy Cl A New (MSTR) 0.0 $584k 2.0k 289.62
Procore Technologies (PCOR) 0.0 $581k 7.8k 74.93
Pfizer (PFE) 0.0 $548k 21k 26.53
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.0 $536k 12k 46.54
Caterpillar (CAT) 0.0 $513k 1.4k 362.79
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $504k 3.8k 132.13
Mastercard Incorporated Cl A (MA) 0.0 $503k 955.00 526.75
MercadoLibre (MELI) 0.0 $500k 294.00 1700.43
Ishares Tr Rus 1000 Etf (IWB) 0.0 $499k 1.5k 322.20
Cloudflare Cl A Com (NET) 0.0 $484k 4.5k 107.68
Pure Storage Cl A (PSTG) 0.0 $473k 7.7k 61.43
Raytheon Technologies Corp (RTX) 0.0 $470k 4.1k 115.73
Genuine Parts Company (GPC) 0.0 $463k 4.0k 116.77
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $460k 17k 26.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $458k 1.1k 401.73
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $458k 17k 27.11
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $457k 17k 26.38
Pepsi (PEP) 0.0 $452k 3.0k 152.10
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.0 $451k 15k 30.88
United Rentals (URI) 0.0 $450k 639.00 704.47
Genius Sports Shares Cl A (GENI) 0.0 $449k 52k 8.65
Johnson & Johnson (JNJ) 0.0 $446k 3.1k 144.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $435k 3.4k 128.65
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.0 $418k 15k 27.28
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $415k 6.5k 63.75
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.0 $411k 10k 40.41
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $410k 12k 33.12
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $410k 3.8k 106.87
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $408k 3.6k 114.73
Coca-Cola Company (KO) 0.0 $407k 6.5k 62.26
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $402k 4.1k 96.85
Ishares Core Msci Emkt (IEMG) 0.0 $388k 7.4k 52.22
Deckers Outdoor Corporation (DECK) 0.0 $386k 1.9k 203.09
Vanguard World Fds Health Car Etf (VHT) 0.0 $385k 1.5k 253.79
Toast Cl A (TOST) 0.0 $371k 10k 36.45
Sba Communications Corp Cl A (SBAC) 0.0 $367k 1.8k 203.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $367k 2.1k 178.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $357k 6.0k 58.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $352k 8.6k 40.92
Target Corporation (TGT) 0.0 $350k 2.6k 135.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $347k 7.3k 47.82
Vanguard Index Fds Small Cp Etf (VB) 0.0 $346k 1.4k 240.36
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $339k 16k 21.78
Nuveen Build Amer Bd (NBB) 0.0 $339k 23k 14.98
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $338k 8.1k 41.88
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $335k 1.7k 198.27
Sempra Energy (SRE) 0.0 $334k 3.8k 87.73
Colgate-Palmolive Company (CL) 0.0 $326k 3.6k 90.91
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.0 $322k 7.6k 42.63
Goldman Sachs (GS) 0.0 $319k 557.00 573.20
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $312k 9.2k 33.93
International Business Machines (IBM) 0.0 $311k 1.4k 219.87
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $309k 1.6k 190.92
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $309k 7.1k 43.24
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $304k 3.1k 96.93
Waste Management (WM) 0.0 $302k 1.5k 201.92
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $301k 4.2k 71.44
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $298k 1.0k 287.88
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $297k 1.5k 197.59
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $297k 8.4k 35.48
Verizon Communications (VZ) 0.0 $294k 7.4k 39.99
Danaher Corporation (DHR) 0.0 $292k 1.3k 229.61
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $288k 1.1k 264.25
Innovative Industria A (IIPR) 0.0 $284k 4.3k 66.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $274k 15k 18.50
Kroger (KR) 0.0 $272k 4.4k 61.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $269k 2.1k 127.64
Marsh & McLennan Companies (MMC) 0.0 $268k 1.3k 212.47
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $267k 627.00 425.94
Airbnb Com Cl A (ABNB) 0.0 $264k 2.0k 131.41
McDonald's Corporation (MCD) 0.0 $260k 896.00 289.99
Datadog Cl A Com (DDOG) 0.0 $256k 1.8k 142.89
S&p Global (SPGI) 0.0 $245k 492.00 498.18
Ishares Tr Select Divid Etf (DVY) 0.0 $244k 1.9k 131.34
Ishares Tr Core Msci Eafe (IEFA) 0.0 $244k 3.5k 70.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $244k 3.4k 71.91
Honeywell International (HON) 0.0 $242k 1.1k 225.99
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $242k 3.7k 65.09
Nike CL B (NKE) 0.0 $238k 3.1k 75.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $236k 6.9k 34.13
CSX Corporation (CSX) 0.0 $236k 7.3k 32.27
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $234k 9.2k 25.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $232k 1.3k 185.18
General Electric Com New (GE) 0.0 $230k 1.4k 166.89
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $230k 4.5k 50.51
Cisco Systems (CSCO) 0.0 $223k 3.8k 59.21
Ge Vernova (GEV) 0.0 $222k 675.00 328.93
Boston Scientific Corporation (BSX) 0.0 $222k 2.5k 89.32
Anthem (ELV) 0.0 $219k 592.00 369.30
3M Company (MMM) 0.0 $215k 1.7k 129.15
Roblox Corp Cl A (RBLX) 0.0 $215k 3.7k 57.86
Flexshares Tr Iboxx 3r Targt (TDTT) 0.0 $215k 9.1k 23.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $214k 4.8k 44.05
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $213k 3.7k 58.28
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $212k 3.6k 58.18
Chubb (CB) 0.0 $210k 759.00 276.42
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $209k 5.4k 38.37
Hartford Financial Services (HIG) 0.0 $202k 1.8k 109.45
American Tower Reit (AMT) 0.0 $201k 1.1k 183.48
Archer Aviation Com Cl A (ACHR) 0.0 $185k 19k 9.75
Ishares Tr U.s. Tech Etf (IYW) 0.0 $176k 1.1k 159.56
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.0 $159k 1.6k 99.94
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $157k 16k 9.81
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.0 $113k 5.0k 22.70
Ocugen (OCGN) 0.0 $56k 69k 0.81
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $55k 14k 3.95
Gold Royalty Corp Common Shares (GROY) 0.0 $14k 12k 1.21