LVW Advisors

LVW Advisors as of Dec. 31, 2024

Portfolio Holdings for LVW Advisors

LVW Advisors holds 307 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
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.8 $98M 3.6M 27.32
Ishares Tr Hdg Msci Eafe (HEFA) 7.2 $59M 1.7M 34.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 5.8 $48M 468k 103.30
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.6 $38M 381k 100.60
Apple (AAPL) 4.6 $38M 153k 250.42
Vanguard Index Fds Growth Etf (VUG) 4.2 $35M 85k 410.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.1 $26M 1.1M 24.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $20M 271k 71.91
Vanguard Bd Index Fds Intermed Term (BIV) 2.3 $20M 261k 74.73
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 2.3 $19M 640k 29.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $19M 666k 27.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $13M 174k 77.27
Capital Group International SHS (CGIE) 1.5 $13M 454k 27.51
Microsoft Corporation (MSFT) 1.5 $12M 29k 421.51
Ab Active Etfs Tax Aware Interm (TAFM) 1.2 $10M 401k 25.28
Ishares Tr Core Total Usd (IUSB) 1.2 $9.9M 220k 45.20
NVIDIA Corporation (NVDA) 1.2 $9.8M 73k 134.29
Amazon (AMZN) 1.1 $9.2M 42k 219.39
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $8.5M 74k 115.22
Broadcom (AVGO) 1.0 $8.1M 35k 231.84
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.0 $8.0M 90k 89.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $7.8M 13k 586.15
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $7.2M 68k 105.48
Alphabet Cap Stk Cl C (GOOG) 0.9 $7.1M 37k 190.44
Ishares Tr Mbs Etf (MBB) 0.8 $6.9M 76k 91.68
JPMorgan Chase & Co. (JPM) 0.8 $6.5M 27k 239.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $6.4M 14k 453.28
Visa Com Cl A (V) 0.8 $6.3M 20k 316.04
Alphabet Cap Stk Cl A (GOOGL) 0.7 $5.6M 30k 189.30
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.6 $5.2M 83k 63.33
Meta Platforms Cl A (META) 0.6 $5.0M 8.5k 585.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $4.3M 89k 47.82
Abbvie (ABBV) 0.5 $3.9M 22k 177.70
Altria (MO) 0.5 $3.8M 72k 52.29
Mastercard Incorporated Cl A (MA) 0.4 $3.6M 6.9k 526.60
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $3.6M 37k 96.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $3.6M 137k 25.86
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $3.5M 68k 51.70
Home Depot (HD) 0.4 $3.5M 8.9k 389.00
Chubb (CB) 0.4 $3.2M 12k 276.30
Johnson & Johnson (JNJ) 0.4 $3.1M 22k 144.62
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $3.0M 132k 22.98
Pepsi (PEP) 0.4 $2.9M 19k 152.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.9M 5.3k 538.81
General Dynamics Corporation (GD) 0.3 $2.8M 11k 263.49
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $2.8M 28k 99.54
Cisco Systems (CSCO) 0.3 $2.8M 48k 59.20
Ishares Msci Emrg Chn (EMXC) 0.3 $2.8M 51k 55.45
Tesla Motors (TSLA) 0.3 $2.7M 6.6k 403.84
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.7M 12k 220.95
Paychex (PAYX) 0.3 $2.6M 19k 140.22
Us Bancorp Del Com New (USB) 0.3 $2.6M 55k 47.83
Ishares U S Etf Tr Short Duration B (NEAR) 0.3 $2.6M 51k 50.50
McDonald's Corporation (MCD) 0.3 $2.3M 7.8k 289.91
Eli Lilly & Co. (LLY) 0.3 $2.2M 2.9k 772.06
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.2M 14k 159.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.1M 116k 18.50
Wal-Mart Stores (WMT) 0.3 $2.1M 24k 90.35
Duke Energy Corp Com New (DUK) 0.2 $2.0M 19k 107.74
Exxon Mobil Corporation (XOM) 0.2 $2.0M 19k 107.57
Broadstone Net Lease (BNL) 0.2 $2.0M 126k 15.86
Cintas Corporation (CTAS) 0.2 $1.9M 11k 182.70
Palantir Technologies Cl A (PLTR) 0.2 $1.9M 25k 75.63
Lennox International (LII) 0.2 $1.8M 3.0k 609.30
Costco Wholesale Corporation (COST) 0.2 $1.8M 2.0k 916.37
Coca-Cola Company (KO) 0.2 $1.8M 29k 62.26
Verizon Communications (VZ) 0.2 $1.8M 45k 39.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.8M 6.2k 289.80
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.8M 14k 127.59
Gilead Sciences (GILD) 0.2 $1.7M 19k 92.37
Comcast Corp Cl A (CMCSA) 0.2 $1.7M 45k 37.53
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.7M 73k 22.70
Sap Se Spon Adr (SAP) 0.2 $1.7M 6.7k 246.21
Amgen (AMGN) 0.2 $1.6M 6.2k 260.66
Wec Energy Group (WEC) 0.2 $1.6M 17k 94.04
S&p Global (SPGI) 0.2 $1.6M 3.2k 498.03
Chevron Corporation (CVX) 0.2 $1.6M 11k 144.84
Medtronic SHS (MDT) 0.2 $1.6M 20k 79.88
Southern Company (SO) 0.2 $1.5M 19k 82.32
PNC Financial Services (PNC) 0.2 $1.5M 7.8k 192.85
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.5M 7.4k 197.49
Netflix (NFLX) 0.2 $1.5M 1.6k 891.32
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.4M 14k 106.55
Bank of America Corporation (BAC) 0.2 $1.4M 32k 43.95
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.4M 26k 52.47
Morgan Stanley Com New (MS) 0.2 $1.4M 11k 125.72
American Electric Power Company (AEP) 0.2 $1.4M 15k 92.23
Lpl Financial Holdings (LPLA) 0.2 $1.4M 4.2k 326.51
Procter & Gamble Company (PG) 0.2 $1.3M 7.8k 167.66
Raytheon Technologies Corp (RTX) 0.2 $1.3M 11k 115.72
Abbott Laboratories (ABT) 0.2 $1.3M 11k 113.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 25k 50.13
Parker-Hannifin Corporation (PH) 0.2 $1.3M 2.0k 636.03
Ferrari Nv Ord (RACE) 0.2 $1.2M 2.9k 424.84
Novo-nordisk A S Adr (NVO) 0.1 $1.2M 14k 86.02
Kimberly-Clark Corporation (KMB) 0.1 $1.2M 9.1k 131.04
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $1.2M 6.6k 176.67
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $1.2M 35k 33.21
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.1M 12k 91.43
Moody's Corporation (MCO) 0.1 $1.1M 2.3k 473.37
Bank of New York Mellon Corporation (BK) 0.1 $1.1M 14k 76.83
Anebulo Pharmaceuticals (ANEB) 0.1 $1.1M 633k 1.68
Masco Corporation (MAS) 0.1 $1.0M 15k 72.57
Pulte (PHM) 0.1 $1.0M 9.6k 108.90
Philip Morris International (PM) 0.1 $1.0M 8.7k 120.35
Astrazeneca Sponsored Adr 0.1 $1.0M 16k 65.52
Merck & Co (MRK) 0.1 $1.0M 11k 99.48
UnitedHealth (UNH) 0.1 $1.0M 2.1k 505.78
Lowe's Companies (LOW) 0.1 $1.0M 4.1k 246.80
Deere & Company (DE) 0.1 $1.0M 2.4k 423.70
EOG Resources (EOG) 0.1 $978k 8.0k 122.58
W.R. Berkley Corporation (WRB) 0.1 $970k 17k 58.52
American Express Company (AXP) 0.1 $969k 3.3k 296.80
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $968k 2.5k 386.22
Bentley Sys Com Cl B (BSY) 0.1 $949k 20k 46.70
Cooper Cos (COO) 0.1 $939k 10k 91.93
Asml Holding N V N Y Registry Shs (ASML) 0.1 $909k 1.3k 693.08
Equifax (EFX) 0.1 $908k 3.6k 254.85
Watsco, Incorporated (WSO) 0.1 $907k 1.9k 473.89
Broadridge Financial Solutions (BR) 0.1 $898k 4.0k 226.09
MetLife (MET) 0.1 $876k 11k 81.88
Msci (MSCI) 0.1 $876k 1.5k 600.01
Aspen Technology 0.1 $876k 3.5k 249.63
Hca Holdings (HCA) 0.1 $868k 2.9k 300.15
Pool Corporation (POOL) 0.1 $857k 2.5k 340.94
Zurn Water Solutions Corp Zws (ZWS) 0.1 $856k 23k 37.30
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $849k 21k 41.40
Xcel Energy (XEL) 0.1 $844k 13k 67.52
Choice Hotels International (CHH) 0.1 $832k 5.9k 141.98
Caterpillar (CAT) 0.1 $822k 2.3k 362.76
AmerisourceBergen (COR) 0.1 $803k 3.6k 224.68
Totalenergies Se Sponsored Ads 0.1 $794k 15k 54.50
Old Dominion Freight Line (ODFL) 0.1 $788k 4.5k 176.40
Jack Henry & Associates (JKHY) 0.1 $782k 4.5k 175.30
Rollins (ROL) 0.1 $778k 17k 46.35
Intuitive Surgical Com New (ISRG) 0.1 $756k 1.4k 521.96
Saia (SAIA) 0.1 $741k 1.6k 455.73
Public Service Enterprise (PEG) 0.1 $728k 8.6k 84.49
Equity Residential Sh Ben Int (EQR) 0.1 $724k 10k 71.76
Cloudflare Cl A Com (NET) 0.1 $718k 6.7k 107.68
ResMed (RMD) 0.1 $709k 3.1k 228.69
Allegion Ord Shs (ALLE) 0.1 $707k 5.4k 130.68
Nordson Corporation (NDSN) 0.1 $696k 3.3k 209.24
Ishares Msci World Etf (URTH) 0.1 $691k 4.4k 155.50
salesforce (CRM) 0.1 $683k 2.0k 334.33
Union Pacific Corporation (UNP) 0.1 $681k 3.0k 228.01
Travelers Companies (TRV) 0.1 $663k 2.8k 240.89
Ecolab (ECL) 0.1 $660k 2.8k 234.32
Vici Pptys (VICI) 0.1 $655k 22k 29.21
Fifth Third Ban (FITB) 0.1 $649k 15k 42.28
Truist Financial Corp equities (TFC) 0.1 $644k 15k 43.38
Bj's Wholesale Club Holdings (BJ) 0.1 $640k 7.2k 89.35
Goldman Sachs (GS) 0.1 $640k 1.1k 572.62
W.W. Grainger (GWW) 0.1 $636k 603.00 1054.05
Teledyne Technologies Incorporated (TDY) 0.1 $635k 1.4k 464.13
Teradyne (TER) 0.1 $630k 5.0k 125.92
Blackrock (BLK) 0.1 $628k 612.00 1025.25
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $627k 5.7k 109.73
Bright Horizons Fam Sol In D (BFAM) 0.1 $627k 5.7k 110.85
Walt Disney Company (DIS) 0.1 $609k 5.5k 111.35
Hp (HPQ) 0.1 $609k 19k 32.63
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $608k 4.8k 126.75
Lockheed Martin Corporation (LMT) 0.1 $598k 1.2k 485.93
3M Company (MMM) 0.1 $594k 4.6k 129.08
Relx Sponsored Adr (RELX) 0.1 $587k 13k 45.42
Diageo Spon Adr New (DEO) 0.1 $583k 4.6k 127.13
Kinder Morgan (KMI) 0.1 $580k 21k 27.40
Bristol Myers Squibb (BMY) 0.1 $569k 10k 56.56
Charles River Laboratories (CRL) 0.1 $565k 3.1k 184.60
Knife River Corp Common Stock (KNF) 0.1 $564k 5.6k 101.64
Blackstone Group Inc Com Cl A (BX) 0.1 $563k 3.3k 172.40
State Street Corporation (STT) 0.1 $553k 5.6k 98.15
Prudential Financial (PRU) 0.1 $549k 4.6k 118.53
Domino's Pizza (DPZ) 0.1 $545k 1.3k 419.76
Servicenow (NOW) 0.1 $544k 513.00 1060.12
Honeywell International (HON) 0.1 $537k 2.4k 225.89
Entergy Corporation (ETR) 0.1 $533k 7.0k 75.82
Jacobs Engineering Group (J) 0.1 $532k 4.0k 133.62
Applied Materials (AMAT) 0.1 $528k 3.2k 162.63
Nextera Energy (NEE) 0.1 $517k 7.2k 71.69
Chemed Corp Com Stk (CHE) 0.1 $514k 970.00 529.80
Target Corporation (TGT) 0.1 $511k 3.8k 135.18
Hartford Financial Services (HIG) 0.1 $508k 4.6k 109.40
Best Buy (BBY) 0.1 $505k 5.9k 85.80
American Tower Reit (AMT) 0.1 $504k 2.7k 183.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $499k 8.0k 62.31
Carrier Global Corporation (CARR) 0.1 $499k 7.3k 68.26
Exponent (EXPO) 0.1 $494k 5.5k 89.10
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $493k 4.2k 117.50
Colgate-Palmolive Company (CL) 0.1 $490k 5.4k 90.91
Wells Fargo & Company (WFC) 0.1 $488k 6.9k 70.24
Fair Isaac Corporation (FICO) 0.1 $484k 243.00 1990.93
Siteone Landscape Supply (SITE) 0.1 $480k 3.6k 131.77
Thor Industries (THO) 0.1 $479k 5.0k 95.71
Ishares Tr Core S&p500 Etf (IVV) 0.1 $475k 807.00 588.55
Fastenal Company (FAST) 0.1 $468k 6.5k 71.91
Automatic Data Processing (ADP) 0.1 $463k 1.6k 292.73
Thermo Fisher Scientific (TMO) 0.1 $463k 889.00 520.23
Universal Display Corporation (OLED) 0.1 $461k 3.2k 146.20
Edison International (EIX) 0.1 $460k 5.8k 79.84
Consolidated Edison (ED) 0.1 $460k 5.2k 89.23
United Parcel Service CL B (UPS) 0.1 $449k 3.6k 126.09
Constellation Brands Cl A (STZ) 0.1 $448k 2.0k 221.00
Chipotle Mexican Grill (CMG) 0.1 $433k 7.2k 60.30
Scotts Miracle-gro Cl A (SMG) 0.1 $429k 6.5k 66.34
Oracle Corporation (ORCL) 0.1 $422k 2.5k 166.64
Adobe Systems Incorporated (ADBE) 0.1 $416k 936.00 444.68
International Business Machines (IBM) 0.0 $412k 1.9k 219.83
Booking Holdings (BKNG) 0.0 $393k 79.00 4968.43
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $392k 3.9k 99.55
Natwest Group Spons Adr (NWG) 0.0 $391k 39k 10.17
Embraer Sponsored Ads (EMBJ) 0.0 $391k 11k 36.68
Illinois Tool Works (ITW) 0.0 $386k 1.5k 253.56
Zoetis Cl A (ZTS) 0.0 $382k 2.3k 162.93
Ares Capital Corporation (ARCC) 0.0 $381k 17k 21.89
Intercontinental Exchange (ICE) 0.0 $379k 2.5k 149.03
TJX Companies (TJX) 0.0 $375k 3.1k 120.81
Warby Parker Cl A Com (WRBY) 0.0 $371k 15k 24.21
RPM International (RPM) 0.0 $367k 3.0k 123.06
Ishares Tr Rus 1000 Etf (IWB) 0.0 $363k 1.1k 322.16
Emerson Electric (EMR) 0.0 $358k 2.9k 123.93
Uber Technologies (UBER) 0.0 $356k 5.9k 60.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $345k 7.8k 44.04
Glaukos (GKOS) 0.0 $341k 2.3k 149.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $340k 1.8k 185.10
Freshpet (FRPT) 0.0 $335k 2.3k 148.11
Natera (NTRA) 0.0 $335k 2.1k 158.30
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $333k 1.9k 178.08
Accenture Plc Ireland Shs Class A (ACN) 0.0 $331k 941.00 351.79
T. Rowe Price (TROW) 0.0 $330k 2.9k 113.09
Enovix Corp (ENVX) 0.0 $330k 30k 10.87
Reddit Cl A (RDDT) 0.0 $327k 2.0k 163.44
Tfii Cn (TFII) 0.0 $323k 2.4k 135.09
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $323k 6.4k 50.07
Xylem (XYL) 0.0 $323k 2.8k 116.02
Arista Networks Com Shs (ANET) 0.0 $322k 2.9k 110.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $320k 796.00 401.47
Starbucks Corporation (SBUX) 0.0 $319k 3.5k 91.25
L3harris Technologies (LHX) 0.0 $316k 1.5k 210.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $314k 615.00 511.23
Stryker Corporation (SYK) 0.0 $311k 865.00 359.95
Deutsche Bank A G Namen Akt (DB) 0.0 $309k 18k 17.05
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $309k 766.00 402.70
Credit Acceptance (CACC) 0.0 $306k 652.00 469.46
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $306k 12k 25.83
Owens Corning (OC) 0.0 $305k 1.8k 170.32
Rigetti Computing Common Stock (RGTI) 0.0 $305k 20k 15.26
Toast Cl A (TOST) 0.0 $295k 8.1k 36.45
eBay (EBAY) 0.0 $293k 4.7k 61.95
Shopify Cl A (SHOP) 0.0 $292k 2.7k 106.33
Pentair SHS (PNR) 0.0 $292k 2.9k 100.64
Spotify Technology S A SHS (SPOT) 0.0 $292k 652.00 447.38
McKesson Corporation (MCK) 0.0 $291k 510.00 569.91
Corning Incorporated (GLW) 0.0 $287k 6.0k 47.52
Repositrak Com New (TRAK) 0.0 $283k 13k 22.13
Qualcomm (QCOM) 0.0 $281k 1.8k 153.66
Tandem Diabetes Care Com New (TNDM) 0.0 $281k 7.8k 36.02
Intuit (INTU) 0.0 $278k 443.00 628.50
CMS Energy Corporation (CMS) 0.0 $278k 4.2k 66.65
Mccormick & Co Com Non Vtg (MKC) 0.0 $277k 3.6k 76.24
Vita Coco Co Inc/the (COCO) 0.0 $277k 7.5k 36.91
M&T Bank Corporation (MTB) 0.0 $275k 1.5k 188.01
Fluor Corporation (FLR) 0.0 $273k 5.5k 49.32
Ishares Tr Core Msci Eafe (IEFA) 0.0 $270k 3.8k 70.27
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $268k 5.6k 48.16
Canadian Natl Ry (CNI) 0.0 $266k 2.6k 101.51
Tompkins Financial Corporation (TMP) 0.0 $257k 3.8k 67.83
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $254k 3.4k 74.27
Vanguard Index Fds Small Cp Etf (VB) 0.0 $254k 1.1k 240.34
British Amern Tob Sponsored Adr (BTI) 0.0 $254k 7.0k 36.32
Essex Property Trust (ESS) 0.0 $252k 883.00 285.44
Agilent Technologies Inc C ommon (A) 0.0 $251k 1.9k 134.34
SYSCO Corporation (SYY) 0.0 $249k 3.3k 76.46
Capital One Financial (COF) 0.0 $247k 1.4k 178.32
Kla Corp Com New (KLAC) 0.0 $246k 390.00 630.12
Extra Space Storage (EXR) 0.0 $238k 1.6k 149.60
Doordash Cl A (DASH) 0.0 $236k 1.4k 167.75
Sempra Energy (SRE) 0.0 $236k 2.7k 87.72
BP Sponsored Adr (BP) 0.0 $231k 7.8k 29.56
Eversource Energy (ES) 0.0 $231k 4.0k 57.43
Nike CL B (NKE) 0.0 $228k 3.0k 75.67
Progressive Corporation (PGR) 0.0 $228k 950.00 239.61
Eaton Corp SHS (ETN) 0.0 $227k 685.00 331.87
Blackstone Secd Lending Common Stock (BXSL) 0.0 $226k 7.0k 32.31
Metropcs Communications (TMUS) 0.0 $226k 1.0k 220.73
CVS Caremark Corporation (CVS) 0.0 $225k 5.0k 44.89
Tyson Foods Cl A (TSN) 0.0 $222k 3.9k 57.44
Amphenol Corp Cl A (APH) 0.0 $221k 3.2k 69.45
Taseko Cad (TGB) 0.0 $217k 112k 1.94
Cameco Corporation (CCJ) 0.0 $215k 4.2k 51.39
Sweetgreen Com Cl A (SG) 0.0 $215k 6.7k 32.06
Ge Aerospace Com New (GE) 0.0 $214k 1.3k 166.79
Beigene Sponsored Adr (ONC) 0.0 $209k 1.1k 184.71
Omni (OMC) 0.0 $209k 2.4k 86.04
Ishares Msci Gbl Min Vol (ACWV) 0.0 $208k 1.9k 109.19
Texas Instruments Incorporated (TXN) 0.0 $208k 1.1k 187.51
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $208k 1.1k 195.83
Danaher Corporation (DHR) 0.0 $207k 902.00 229.55
ConocoPhillips (COP) 0.0 $206k 2.1k 99.17
Regions Financial Corporation (RF) 0.0 $203k 8.7k 23.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $203k 2.6k 78.01
Viatris (VTRS) 0.0 $193k 16k 12.45
Oscar Health Cl A (OSCR) 0.0 $180k 13k 13.44
Arcutis Biotherapeutics (ARQT) 0.0 $166k 12k 13.93
Perma-fix Environmental Svcs Com New (PESI) 0.0 $111k 10k 11.07
Fossil (FOSL) 0.0 $100k 60k 1.67
Complete Solaria (SPWR) 0.0 $20k 11k 1.79