LVW Advisors

LVW Advisors as of Sept. 30, 2024

Portfolio Holdings for LVW Advisors

LVW Advisors holds 308 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.8 $100M 1.2M 84.53
Ishares Tr Hdg Msci Eafe (HEFA) 7.6 $60M 1.7M 35.42
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 5.7 $45M 467k 96.52
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.6 $36M 354k 101.32
Apple (AAPL) 4.4 $34M 147k 233.00
Vanguard Index Fds Growth Etf (VUG) 4.1 $32M 83k 383.93
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.3 $26M 528k 48.98
Vanguard Bd Index Fds Intermed Term (BIV) 2.7 $21M 272k 78.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $17M 167k 104.18
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 2.1 $16M 541k 30.15
Microsoft Corporation (MSFT) 1.7 $13M 31k 430.30
Capital Group International SHS (CGIE) 1.4 $11M 375k 30.36
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.4 $11M 121k 89.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $10M 133k 78.69
Ishares Tr Core Total Usd (IUSB) 1.3 $10M 213k 47.12
NVIDIA Corporation (NVDA) 1.1 $8.6M 71k 121.44
Amazon (AMZN) 1.0 $8.0M 43k 186.33
Ishares Tr Mbs Etf (MBB) 0.9 $7.2M 75k 95.81
Broadcom (AVGO) 0.9 $7.0M 41k 172.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $6.8M 64k 106.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $6.6M 14k 460.26
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $6.3M 54k 116.96
Alphabet Cap Stk Cl C (GOOG) 0.8 $6.3M 38k 167.19
JPMorgan Chase & Co. (JPM) 0.8 $6.3M 30k 210.86
Visa Com Cl A (V) 0.7 $5.3M 19k 274.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $5.2M 101k 51.12
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.6 $5.1M 79k 64.77
Meta Platforms Cl A (META) 0.6 $5.1M 8.9k 572.41
Alphabet Cap Stk Cl A (GOOGL) 0.6 $5.0M 30k 165.85
Abbvie (ABBV) 0.6 $4.6M 23k 197.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $4.3M 82k 52.81
Altria (MO) 0.5 $3.8M 74k 51.04
Home Depot (HD) 0.5 $3.7M 9.1k 405.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $3.6M 70k 51.50
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $3.5M 67k 52.66
General Dynamics Corporation (GD) 0.4 $3.4M 11k 302.21
Chubb (CB) 0.4 $3.4M 12k 288.39
Mastercard Incorporated Cl A (MA) 0.4 $3.2M 6.5k 493.83
Johnson & Johnson (JNJ) 0.4 $3.1M 19k 162.06
Pepsi (PEP) 0.4 $3.1M 18k 170.05
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $3.1M 28k 109.33
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $3.0M 128k 23.45
Eli Lilly & Co. (LLY) 0.4 $2.9M 3.3k 886.01
Ishares Msci Emrg Chn (EMXC) 0.4 $2.9M 48k 61.11
Us Bancorp Del Com New (USB) 0.3 $2.7M 58k 45.73
Cisco Systems (CSCO) 0.3 $2.6M 49k 53.22
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.6M 12k 220.88
Paychex (PAYX) 0.3 $2.6M 19k 134.19
Broadstone Net Lease (BNL) 0.3 $2.4M 127k 18.95
McDonald's Corporation (MCD) 0.3 $2.4M 7.9k 304.50
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.3 $2.3M 45k 51.24
Amgen (AMGN) 0.3 $2.3M 7.1k 322.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.3M 4.3k 527.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.3M 55k 41.12
Cintas Corporation (CTAS) 0.3 $2.2M 11k 205.88
Exxon Mobil Corporation (XOM) 0.3 $2.2M 19k 117.22
Coca-Cola Company (KO) 0.3 $2.2M 31k 71.86
Verizon Communications (VZ) 0.3 $2.1M 48k 44.91
Duke Energy Corp Com New (DUK) 0.3 $2.1M 18k 115.30
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.1M 14k 151.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.0M 3.5k 573.81
Wal-Mart Stores (WMT) 0.3 $2.0M 25k 80.75
Lennox International (LII) 0.2 $1.8M 3.0k 604.29
Costco Wholesale Corporation (COST) 0.2 $1.8M 2.1k 886.46
Novo-nordisk A S Adr (NVO) 0.2 $1.8M 15k 119.07
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.8M 34k 53.63
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $1.8M 48k 37.37
Hca Holdings (HCA) 0.2 $1.8M 4.4k 406.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.8M 6.3k 283.15
UnitedHealth (UNH) 0.2 $1.7M 3.0k 584.68
Comcast Corp Cl A (CMCSA) 0.2 $1.7M 41k 41.77
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.7M 15k 107.65
Tesla Motors (TSLA) 0.2 $1.7M 6.3k 261.63
Medtronic SHS (MDT) 0.2 $1.7M 18k 90.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.6M 9.4k 173.67
S&p Global (SPGI) 0.2 $1.6M 3.1k 516.62
Gilead Sciences (GILD) 0.2 $1.6M 19k 83.84
Wec Energy Group (WEC) 0.2 $1.5M 16k 96.18
PNC Financial Services (PNC) 0.2 $1.5M 8.3k 184.85
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.5M 32k 47.52
Southern Company (SO) 0.2 $1.5M 17k 90.18
Bank of America Corporation (BAC) 0.2 $1.5M 38k 39.68
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.5M 26k 57.53
American Electric Power Company (AEP) 0.2 $1.5M 14k 102.60
Pulte (PHM) 0.2 $1.5M 10k 143.53
Procter & Gamble Company (PG) 0.2 $1.4M 8.3k 173.20
Sap Se Spon Adr (SAP) 0.2 $1.4M 6.2k 229.10
Ferrari Nv Ord (RACE) 0.2 $1.4M 2.9k 470.11
Astrazeneca Sponsored Adr (AZN) 0.2 $1.4M 18k 77.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.3M 11k 128.20
Chevron Corporation (CVX) 0.2 $1.3M 9.0k 147.27
Morgan Stanley Com New (MS) 0.2 $1.3M 13k 104.24
Raytheon Technologies Corp (RTX) 0.2 $1.3M 11k 121.17
Kimberly-Clark Corporation (KMB) 0.2 $1.3M 8.9k 142.28
Anebulo Pharmaceuticals (ANEB) 0.2 $1.2M 641k 1.93
Parker-Hannifin Corporation (PH) 0.2 $1.2M 2.0k 631.82
Masco Corporation (MAS) 0.2 $1.2M 15k 83.94
Totalenergies Se Sponsored Ads (TTE) 0.2 $1.2M 19k 64.62
Cooper Cos (COO) 0.1 $1.2M 11k 110.34
Netflix (NFLX) 0.1 $1.1M 1.6k 709.27
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.1M 1.4k 833.25
Bentley Sys Com Cl B (BSY) 0.1 $1.1M 22k 50.81
EOG Resources (EOG) 0.1 $1.1M 8.9k 122.93
Moody's Corporation (MCO) 0.1 $1.1M 2.3k 474.59
Equifax (EFX) 0.1 $1.1M 3.6k 293.86
Bank of New York Mellon Corporation (BK) 0.1 $1.1M 15k 71.86
Fair Isaac Corporation (FICO) 0.1 $1.1M 542.00 1943.52
Target Corporation (TGT) 0.1 $1.0M 6.7k 155.86
Pool Corporation (POOL) 0.1 $1.0M 2.7k 376.80
Caterpillar (CAT) 0.1 $1.0M 2.6k 391.12
MetLife (MET) 0.1 $1.0M 12k 82.48
Teradyne (TER) 0.1 $1.0M 7.6k 133.93
Deere & Company (DE) 0.1 $995k 2.4k 417.33
Lowe's Companies (LOW) 0.1 $966k 3.6k 270.85
American Express Company (AXP) 0.1 $963k 3.6k 271.22
Lpl Financial Holdings (LPLA) 0.1 $951k 4.1k 232.63
Nordson Corporation (NDSN) 0.1 $951k 3.6k 262.63
W.R. Berkley Corporation (WRB) 0.1 $949k 17k 56.73
Watsco, Incorporated (WSO) 0.1 $947k 1.9k 491.88
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $946k 6.8k 139.36
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $938k 2.5k 370.32
Truist Financial Corp equities (TFC) 0.1 $903k 21k 42.77
Abbott Laboratories (ABT) 0.1 $899k 7.9k 114.01
Merck & Co (MRK) 0.1 $888k 7.8k 113.56
Aspen Technology (AZPN) 0.1 $884k 3.7k 238.82
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $860k 21k 42.02
Rollins (ROL) 0.1 $859k 17k 50.58
Hp (HPQ) 0.1 $857k 24k 35.87
Bright Horizons Fam Sol In D (BFAM) 0.1 $853k 6.1k 140.13
Vici Pptys (VICI) 0.1 $828k 25k 33.31
Zurn Water Solutions Corp Zws (ZWS) 0.1 $827k 23k 35.94
Public Service Enterprise (PEG) 0.1 $825k 9.3k 89.21
AmerisourceBergen (COR) 0.1 $825k 3.7k 225.08
Msci (MSCI) 0.1 $817k 1.4k 582.93
Applied Materials (AMAT) 0.1 $816k 4.0k 202.05
Allegion Ord Shs (ALLE) 0.1 $803k 5.5k 145.74
Broadridge Financial Solutions (BR) 0.1 $800k 3.7k 215.03
Jack Henry & Associates (JKHY) 0.1 $794k 4.5k 176.54
Choice Hotels International (CHH) 0.1 $787k 6.0k 130.30
Universal Display Corporation (OLED) 0.1 $785k 3.7k 209.90
Domino's Pizza (DPZ) 0.1 $749k 1.7k 430.14
Union Pacific Corporation (UNP) 0.1 $743k 3.0k 246.48
Saia (SAIA) 0.1 $719k 1.6k 437.26
Intuitive Surgical Com New (ISRG) 0.1 $702k 1.4k 491.27
Equity Residential Sh Ben Int (EQR) 0.1 $701k 9.4k 74.46
Prudential Financial (PRU) 0.1 $698k 5.8k 121.10
Exponent (EXPO) 0.1 $696k 6.0k 115.28
Fifth Third Ban (FITB) 0.1 $691k 16k 42.84
Charles River Laboratories (CRL) 0.1 $683k 3.5k 196.97
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $679k 7.1k 95.90
Philip Morris International (PM) 0.1 $677k 5.6k 121.40
Old Dominion Freight Line (ODFL) 0.1 $656k 3.3k 198.64
Diageo Spon Adr New (DEO) 0.1 $651k 4.6k 140.35
BlackRock (BLK) 0.1 $648k 682.00 949.62
Lockheed Martin Corporation (LMT) 0.1 $647k 1.1k 584.41
Travelers Companies (TRV) 0.1 $645k 2.8k 234.12
Relx Sponsored Adr (RELX) 0.1 $643k 14k 47.46
3M Company (MMM) 0.1 $634k 4.6k 136.70
Best Buy (BBY) 0.1 $626k 6.1k 103.30
Chemed Corp Com Stk (CHE) 0.1 $625k 1.0k 600.97
United Parcel Service CL B (UPS) 0.1 $615k 4.5k 136.33
ResMed (RMD) 0.1 $613k 2.5k 244.12
Goldman Sachs (GS) 0.1 $609k 1.2k 495.11
Bj's Wholesale Club Holdings (BJ) 0.1 $606k 7.3k 82.48
Teledyne Technologies Incorporated (TDY) 0.1 $604k 1.4k 437.66
Bristol Myers Squibb (BMY) 0.1 $601k 12k 51.74
Scotts Miracle-gro Cl A (SMG) 0.1 $601k 6.9k 86.70
MercadoLibre (MELI) 0.1 $595k 290.00 2051.96
Siteone Landscape Supply (SITE) 0.1 $595k 3.9k 150.91
Carrier Global Corporation (CARR) 0.1 $595k 7.4k 80.49
Thor Industries (THO) 0.1 $579k 5.3k 109.89
State Street Corporation (STT) 0.1 $569k 6.4k 88.47
Jacobs Engineering Group (J) 0.1 $567k 4.3k 130.90
Ecolab (ECL) 0.1 $563k 2.2k 255.33
Thermo Fisher Scientific (TMO) 0.1 $563k 910.00 618.57
Adobe Systems Incorporated (ADBE) 0.1 $558k 1.1k 517.78
Constellation Brands Cl A (STZ) 0.1 $555k 2.2k 257.69
Palantir Technologies Cl A (PLTR) 0.1 $555k 15k 37.20
Hartford Financial Services (HIG) 0.1 $549k 4.7k 117.61
Knife River Corp Common Stock (KNF) 0.1 $539k 6.0k 89.39
Consolidated Edison (ED) 0.1 $536k 5.2k 104.13
Oracle Corporation (ORCL) 0.1 $515k 3.0k 170.40
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $510k 4.3k 119.55
salesforce (CRM) 0.1 $505k 1.8k 273.71
Colgate-Palmolive Company (CL) 0.1 $497k 4.8k 103.81
Edison International (EIX) 0.1 $497k 5.7k 87.09
Honeywell International (HON) 0.1 $491k 2.4k 206.71
Blackstone Group Inc Com Cl A (BX) 0.1 $487k 3.2k 153.14
International Business Machines (IBM) 0.1 $481k 2.2k 221.08
Advanced Micro Devices (AMD) 0.1 $478k 2.9k 164.08
Servicenow (NOW) 0.1 $472k 528.00 894.39
Cloudflare Cl A Com (NET) 0.1 $472k 5.8k 80.89
Fastenal Company (FAST) 0.1 $471k 6.6k 71.42
Kla Corp Com New (KLAC) 0.1 $468k 604.00 774.41
Uber Technologies (UBER) 0.1 $468k 6.2k 75.16
Canadian Natl Ry (CNI) 0.1 $467k 4.0k 117.15
Ishares Tr Core S&p500 Etf (IVV) 0.1 $467k 809.00 577.08
Wells Fargo & Company (WFC) 0.1 $465k 8.2k 56.49
Intercontinental Exchange (ICE) 0.1 $462k 2.9k 160.64
Walt Disney Company (DIS) 0.1 $459k 4.8k 96.19
Automatic Data Processing (ADP) 0.1 $449k 1.6k 276.73
Qualcomm (QCOM) 0.1 $441k 2.6k 170.05
Kinder Morgan (KMI) 0.1 $434k 20k 22.09
Entergy Corporation (ETR) 0.1 $427k 3.2k 131.61
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $417k 3.9k 106.76
Xylem (XYL) 0.1 $402k 3.0k 135.03
Chipotle Mexican Grill (CMG) 0.1 $396k 6.9k 57.62
Illinois Tool Works (ITW) 0.0 $393k 1.5k 262.07
Owens Corning (OC) 0.0 $387k 2.2k 176.52
Eaton Corp SHS (ETN) 0.0 $373k 1.1k 331.44
McKesson Corporation (MCK) 0.0 $372k 753.00 494.42
T. Rowe Price (TROW) 0.0 $370k 3.4k 108.93
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $368k 792.00 465.08
Embraer Sponsored Ads (ERJ) 0.0 $365k 10k 35.37
Ares Capital Corporation (ARCC) 0.0 $362k 17k 20.94
American Tower Reit (AMT) 0.0 $361k 1.6k 232.55
L3harris Technologies (LHX) 0.0 $359k 1.5k 237.88
RPM International (RPM) 0.0 $358k 3.0k 121.00
Natwest Group Spons Adr (NWG) 0.0 $352k 38k 9.36
Danaher Corporation (DHR) 0.0 $351k 1.3k 278.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $347k 5.6k 62.32
eBay (EBAY) 0.0 $345k 5.3k 65.11
BP Sponsored Adr (BP) 0.0 $345k 11k 31.39
TJX Companies (TJX) 0.0 $341k 2.9k 117.54
Emerson Electric (EMR) 0.0 $340k 3.1k 109.37
Tfii Cn (TFII) 0.0 $337k 2.5k 136.89
Agilent Technologies Inc C ommon (A) 0.0 $332k 2.2k 148.48
Enovix Corp (ENVX) 0.0 $330k 35k 9.34
Deutsche Bank A G Namen Akt (DB) 0.0 $329k 19k 17.31
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $321k 4.8k 66.29
Stryker Corporation (SYK) 0.0 $316k 874.00 361.41
Calix (CALX) 0.0 $312k 8.0k 38.79
Corning Incorporated (GLW) 0.0 $312k 6.9k 45.15
Accenture Plc Ireland Shs Class A (ACN) 0.0 $309k 875.00 353.48
Starbucks Corporation (SBUX) 0.0 $306k 3.1k 97.48
Xcel Energy (XEL) 0.0 $306k 4.7k 65.30
Intuit (INTU) 0.0 $302k 486.00 621.00
Mccormick & Co Com Non Vtg (MKC) 0.0 $301k 3.7k 82.31
Genmab A/s Sponsored Ads (GMAB) 0.0 $301k 12k 24.38
National Grid Sponsored Adr Ne (NGG) 0.0 $300k 4.3k 69.68
Booking Holdings (BKNG) 0.0 $299k 71.00 4212.13
Nike CL B (NKE) 0.0 $298k 3.4k 88.41
Natera (NTRA) 0.0 $297k 2.3k 126.95
British Amern Tob Sponsored Adr (BTI) 0.0 $295k 8.1k 36.58
Freshpet (FRPT) 0.0 $292k 2.1k 136.77
Tandem Diabetes Care Com New (TNDM) 0.0 $291k 6.9k 42.41
Oscar Health Cl A (OSCR) 0.0 $290k 14k 21.21
Credit Acceptance (CACC) 0.0 $289k 652.00 443.42
Zoetis Cl A (ZTS) 0.0 $287k 1.5k 195.38
Extra Space Storage (EXR) 0.0 $287k 1.6k 180.19
Pfizer (PFE) 0.0 $287k 9.9k 28.94
Pentair SHS (PNR) 0.0 $286k 2.9k 97.79
Eversource Energy (ES) 0.0 $283k 4.2k 68.05
Stmicroelectronics N V Ny Registry (STM) 0.0 $282k 9.5k 29.73
Taseko Cad (TGB) 0.0 $282k 112k 2.52
Arista Networks (ANET) 0.0 $280k 730.00 383.82
Principal Financial (PFG) 0.0 $279k 3.3k 85.90
Texas Instruments Incorporated (TXN) 0.0 $277k 1.3k 206.57
CMS Energy Corporation (CMS) 0.0 $276k 3.9k 70.63
Aon Shs Cl A (AON) 0.0 $273k 790.00 345.99
Omni (OMC) 0.0 $271k 2.6k 103.39
W.W. Grainger (GWW) 0.0 $265k 255.00 1038.81
Anthem (ELV) 0.0 $265k 509.00 520.00
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $262k 5.6k 47.13
Warby Parker Cl A Com (WRBY) 0.0 $262k 16k 16.33
M&T Bank Corporation (MTB) 0.0 $260k 1.5k 178.12
Fluor Corporation (FLR) 0.0 $259k 5.4k 47.71
Outlook Therapeutics (OTLK) 0.0 $255k 48k 5.34
ConocoPhillips (COP) 0.0 $253k 2.4k 105.28
Shopify Cl A (SHOP) 0.0 $252k 3.1k 80.14
CVS Caremark Corporation (CVS) 0.0 $250k 4.0k 62.88
Phathom Pharmaceuticals (PHAT) 0.0 $243k 13k 18.08
Glaukos (GKOS) 0.0 $242k 1.9k 130.28
Progressive Corporation (PGR) 0.0 $242k 954.00 253.76
Hubbell (HUBB) 0.0 $239k 559.00 428.35
Newmont Mining Corporation (NEM) 0.0 $237k 4.4k 53.45
Tyson Foods Cl A (TSN) 0.0 $236k 4.0k 59.56
Tompkins Financial Corporation (TMP) 0.0 $236k 4.1k 57.79
Sweetgreen Com Cl A (SG) 0.0 $229k 6.5k 35.45
Metropcs Communications (TMUS) 0.0 $228k 1.1k 206.36
Sempra Energy (SRE) 0.0 $226k 2.7k 83.63
Eastman Chemical Company (EMN) 0.0 $225k 2.0k 111.95
Beigene Sponsored Adr (BGNE) 0.0 $225k 1.0k 224.51
SYSCO Corporation (SYY) 0.0 $225k 2.9k 78.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $224k 4.7k 47.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $221k 589.00 375.62
Intel Corporation (INTC) 0.0 $220k 9.4k 23.46
Ishares Msci Gbl Min Vol (ACWV) 0.0 $218k 1.9k 114.52
Regions Financial Corporation (RF) 0.0 $215k 9.2k 23.33
Teck Resources CL B (TECK) 0.0 $215k 4.1k 52.24
Wp Carey (WPC) 0.0 $212k 3.4k 62.30
Vanguard Index Fds Small Cp Etf (VB) 0.0 $212k 894.00 237.23
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $210k 1.1k 198.06
Vita Coco Co Inc/the (COCO) 0.0 $209k 7.4k 28.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $207k 424.00 488.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $207k 2.6k 79.42
Amphenol Corp Cl A (APH) 0.0 $206k 3.2k 65.16
Nvent Electric SHS (NVT) 0.0 $206k 2.9k 70.26
Blackstone Secd Lending Common Stock (BXSL) 0.0 $205k 7.0k 29.29
Nextera Energy (NEE) 0.0 $205k 2.4k 84.53
AFLAC Incorporated (AFL) 0.0 $203k 1.8k 111.80
Ishares Tr Mrngstr Inc Etf (IYLD) 0.0 $202k 9.8k 20.66
Cameco Corporation (CCJ) 0.0 $200k 4.2k 47.76
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $180k 11k 16.36
Cenovus Energy (CVE) 0.0 $175k 11k 16.73
Viatris (VTRS) 0.0 $165k 14k 11.61
Cnh Indl N V SHS (CNH) 0.0 $111k 10k 11.10
Complete Solaria (CSLR) 0.0 $39k 14k 2.81