Nations Financial Group

Nations Financial Group as of June 30, 2022

Portfolio Holdings for Nations Financial Group

Nations Financial Group holds 521 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 3.0 $23M 165k 136.72
Ishares S&p Midcap Fund Etf (IJH) 2.6 $19M 84k 226.23
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.4 $18M 65k 273.02
Vanguard High Dividend Yield Etf Etf (VYM) 2.1 $16M 153k 101.70
Ishares Russell 3000 Etf Etf (IWV) 2.1 $15M 71k 217.39
Microsoft Corp Stock (MSFT) 1.9 $14M 56k 256.84
Ishares Core S&p 500 Etf Etf (IVV) 1.8 $14M 36k 379.15
Ishares S&p Small-cap Fund Etf (IJR) 1.7 $13M 141k 92.41
Vanguard Mid-cap Index Fund Etf (VO) 1.5 $11M 57k 196.98
Invesco Qqq Trust Etf (QQQ) 1.4 $11M 38k 280.28
Exxon Mobil Corp Stock (XOM) 1.3 $9.8M 115k 85.64
Technology Select Sector Spdr Fund Etf (XLK) 1.3 $9.5M 75k 127.12
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.1 $8.5M 205k 41.65
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 1.1 $8.4M 89k 94.41
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.0 $7.5M 107k 70.21
Ishares Tips Bond Etf Etf (TIP) 1.0 $7.5M 66k 113.91
Spdr S&p 500 Etf Etf (SPY) 1.0 $7.3M 19k 377.25
Amazon Stock (AMZN) 0.9 $6.9M 65k 106.20
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.9 $6.6M 130k 50.33
Invesco Ultra Short Duration Etf Etf (GSY) 0.9 $6.3M 128k 49.55
Vanguard Value Index Fund Etf (VTV) 0.8 $5.9M 44k 131.89
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.7 $5.6M 137k 40.80
Ishares S&p 500 Growth Etf Etf (IVW) 0.7 $5.4M 90k 60.35
Spdr Gold Shares Etf (GLD) 0.7 $5.4M 32k 168.45
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.7 $5.0M 52k 95.26
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.7 $4.9M 165k 29.73
Nexpoint Diversified Rel Et Tr Reit (NXDT) 0.6 $4.8M 291k 16.49
Highland Income Fd Highland Income Cef (HFRO) 0.6 $4.6M 406k 11.26
Enterprise Prods Partners Stock (EPD) 0.6 $4.5M 186k 24.37
Schwab Us Dividend Equity Etf Etf (SCHD) 0.6 $4.3M 60k 71.63
Nvidia Corporation Stock (NVDA) 0.6 $4.3M 29k 151.60
Pfizer Stock (PFE) 0.6 $4.2M 81k 52.43
Abbvie Stock (ABBV) 0.6 $4.2M 28k 153.18
At&t Stock (T) 0.6 $4.2M 200k 20.96
Vanguard Growth Index Fund Etf (VUG) 0.6 $4.1M 19k 222.90
Devon Energy Corp Stock (DVN) 0.5 $4.1M 74k 55.11
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.5 $4.1M 160k 25.38
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.5 $4.0M 30k 134.23
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.5 $3.7M 73k 50.55
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.5 $3.7M 75k 49.06
Visa Inc Com Cl A Stock (V) 0.5 $3.6M 18k 196.89
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.5 $3.6M 48k 73.61
Ishares Silver Trust Etf (SLV) 0.5 $3.6M 191k 18.64
First Trust Senior Loan Fund Etf (FTSL) 0.5 $3.4M 77k 44.10
Target Corp Stock (TGT) 0.4 $3.3M 23k 141.21
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $3.3M 8.00 409000.00
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.4 $3.3M 86k 38.11
Lumen Technologies Stock (LUMN) 0.4 $3.2M 297k 10.91
Energy Select Sector Spdr Fund Etf (XLE) 0.4 $3.2M 44k 71.50
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $3.2M 1.5k 2179.19
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.4 $3.1M 311k 9.98
Tesla Stock (TSLA) 0.4 $3.1M 4.6k 673.39
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.4 $3.0M 41k 72.17
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.4 $2.9M 59k 50.09
Johnson & Johnson Stock (JNJ) 0.4 $2.9M 17k 177.52
Costco Whsl Corp Stock (COST) 0.4 $2.9M 6.1k 479.36
Ishares S&p 500 Value Etf Etf (IVE) 0.4 $2.9M 21k 137.48
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.4 $2.9M 94k 30.99
Vanguard Total Stock Market Index Fund Etf (VTI) 0.4 $2.9M 15k 188.63
Merck & Co Stock (MRK) 0.4 $2.9M 31k 91.17
Home Depot Stock (HD) 0.4 $2.8M 10k 274.26
Philip Morris Intl Stock (PM) 0.4 $2.8M 28k 98.75
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.4 $2.7M 81k 33.69
Qualcomm Stock (QCOM) 0.4 $2.7M 21k 127.76
Kt Corp Adr (KT) 0.4 $2.7M 193k 13.96
Cvs Health Corp Stock (CVS) 0.4 $2.7M 29k 92.65
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.4 $2.6M 54k 49.25
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.4 $2.6M 20k 129.53
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.4 $2.6M 31k 85.33
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.4 $2.6M 18k 143.50
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.4 $2.6M 31k 83.78
Archer Daniels Midland Stock (ADM) 0.3 $2.6M 34k 77.60
Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $2.6M 44k 58.84
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.3 $2.6M 31k 82.81
Automatic Data Processing Stock (ADP) 0.3 $2.5M 12k 210.06
First Trust Capital Strength Etf Etf (FTCS) 0.3 $2.5M 35k 69.93
Advanced Micro Devices Stock (AMD) 0.3 $2.4M 31k 76.48
Procter And Gamble Stock (PG) 0.3 $2.4M 16k 143.79
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.3 $2.3M 57k 40.93
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $2.3M 18k 128.24
Spirit Airls Stock (SAVEQ) 0.3 $2.3M 96k 23.84
West Pharmaceutical Svsc Stock (WST) 0.3 $2.3M 7.5k 302.31
Novo-nordisk A S Adr (NVO) 0.3 $2.2M 20k 111.41
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.3 $2.2M 30k 74.93
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $2.2M 7.9k 277.62
Walmart Stock (WMT) 0.3 $2.2M 18k 121.61
Totalenergies Se Adr (TTE) 0.3 $2.1M 41k 52.63
Templeton Global Income Cef 0.3 $2.1M 484k 4.41
British Amern Tob Adr (BTI) 0.3 $2.1M 50k 42.90
Jpmorgan Chase & Co Stock (JPM) 0.3 $2.1M 19k 112.60
Deere & Co Stock (DE) 0.3 $2.1M 7.0k 299.53
Northrop Grumman Corp Stock (NOC) 0.3 $2.1M 4.4k 478.60
Stryker Corporation Stock (SYK) 0.3 $2.1M 11k 198.90
Abbott Labs Stock (ABT) 0.3 $2.1M 19k 108.63
Oneok Stock (OKE) 0.3 $2.1M 37k 55.50
Occidental Pete Corp Stock (OXY) 0.3 $2.0M 34k 58.88
Ishares Morningstar Large-cap Value Etf Etf (ILCV) 0.3 $2.0M 33k 60.39
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.3 $2.0M 20k 99.12
Lowes Cos Stock (LOW) 0.3 $2.0M 11k 174.68
Vanguard Short-term Bond Index Fund Etf (BSV) 0.3 $2.0M 26k 76.78
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.3 $2.0M 14k 137.46
Vaneck Gold Miners Etf Etf (GDX) 0.3 $1.9M 71k 27.38
Verizon Communications Stock (VZ) 0.3 $1.9M 38k 50.76
Unitedhealth Group Stock (UNH) 0.3 $1.9M 3.7k 513.64
Activision Blizzard Stock 0.3 $1.9M 24k 77.85
Ishares Core High Dividend Etf Etf (HDV) 0.3 $1.9M 19k 100.43
Cintas Corp Stock (CTAS) 0.3 $1.9M 5.0k 373.50
Ishares Msci Eafe Etf Etf (EFA) 0.2 $1.9M 30k 62.51
Nucor Corp Stock (NUE) 0.2 $1.8M 18k 104.39
Pool Corp Stock (POOL) 0.2 $1.8M 5.2k 351.15
Vanguard Small-cap Index Fund Etf (VB) 0.2 $1.8M 10k 176.09
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.2 $1.7M 17k 105.30
Chevron Corp Stock (CVX) 0.2 $1.7M 12k 144.78
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.2 $1.7M 102k 16.82
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.2 $1.7M 34k 50.03
Meta Platforms Inc Cl A Stock (META) 0.2 $1.7M 10k 161.22
Petroleo Brasileiro Sa Petrobr Adr (PBR) 0.2 $1.6M 139k 11.68
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.2 $1.6M 21k 76.27
American Tower Corp Reit (AMT) 0.2 $1.6M 6.3k 255.64
Ameriprise Finl Stock (AMP) 0.2 $1.6M 6.8k 237.74
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $1.6M 25k 64.65
Coca Cola Stock (KO) 0.2 $1.6M 25k 62.92
Salesforce Stock (CRM) 0.2 $1.6M 9.6k 165.02
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.2 $1.5M 32k 48.30
Danaher Corporation Stock (DHR) 0.2 $1.5M 6.0k 253.48
Fidelity Value Factor Etf Etf (FVAL) 0.2 $1.5M 35k 43.02
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.2 $1.5M 15k 101.59
Vanguard Real Estate Etf Etf (VNQ) 0.2 $1.5M 17k 91.09
Starbucks Corp Stock (SBUX) 0.2 $1.5M 19k 76.38
L3harris Technologies Stock (LHX) 0.2 $1.5M 6.0k 241.71
Alliant Energy Corp Stock (LNT) 0.2 $1.5M 25k 58.62
Kla Corp Stock (KLAC) 0.2 $1.4M 4.5k 319.03
Nasdaq Stock (NDAQ) 0.2 $1.4M 9.4k 152.53
Hawkins Stock (HWKN) 0.2 $1.4M 39k 36.02
Ishares Morningstar Growth Etf Etf (ILCG) 0.2 $1.4M 28k 50.09
Vanguard Russell 3000 Etf Etf (VTHR) 0.2 $1.4M 8.2k 169.02
Hancock John Tax-advantaged Di Cef (HTD) 0.2 $1.4M 61k 22.96
Evercore Inc Class A Stock (EVR) 0.2 $1.4M 15k 93.64
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.4M 3.9k 346.96
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 0.2 $1.3M 55k 24.51
Kinder Morgan Inc Del Stock (KMI) 0.2 $1.3M 80k 16.76
Hershey Stock (HSY) 0.2 $1.3M 6.2k 215.17
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $1.3M 599.00 2190.32
Disney Walt Stock (DIS) 0.2 $1.3M 14k 94.43
Vanguard Mega Cap Etf Etf (MGC) 0.2 $1.3M 9.7k 131.86
Pepsico Stock (PEP) 0.2 $1.3M 7.6k 166.64
Nextera Energy Stock (NEE) 0.2 $1.3M 16k 77.47
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $1.2M 28k 44.67
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $1.2M 39k 31.46
Allianzim U.s. Large Cap Buffer20 Jan Etf Etf (JANW) 0.2 $1.2M 50k 24.62
National Fuel Gas Stock (NFG) 0.2 $1.2M 19k 66.04
Fortinet Stock (FTNT) 0.2 $1.2M 22k 56.58
S&p Global Stock (SPGI) 0.2 $1.2M 3.6k 337.12
Global X Uranium Etf Etf (URA) 0.2 $1.2M 65k 18.55
First Trust Value Line Dividend Index Fund Etf (FVD) 0.2 $1.2M 31k 38.80
Ishares Floating Rate Bond Etf Etf (FLOT) 0.2 $1.2M 24k 49.92
Kroger Stock (KR) 0.2 $1.2M 25k 47.33
Altria Group Stock (MO) 0.2 $1.2M 28k 41.76
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.2 $1.2M 34k 34.43
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.2 $1.2M 13k 90.72
Vanguard Small-cap Value Index Fund Etf (VBR) 0.2 $1.2M 7.7k 149.86
Diamondback Energy Stock (FANG) 0.2 $1.1M 9.4k 121.16
Adam Nat Res Cef (PEO) 0.2 $1.1M 58k 19.47
Old Dominion Freight Line Stock (ODFL) 0.2 $1.1M 4.4k 256.39
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.1M 3.5k 315.58
Csx Corp Stock (CSX) 0.1 $1.1M 38k 29.06
Allianzim U.s. Large Cap Buffer20 Jul Etf Etf (JULW) 0.1 $1.1M 42k 26.36
Lockheed Martin Corp Stock (LMT) 0.1 $1.1M 2.6k 429.90
Kellogg Stock (K) 0.1 $1.1M 16k 71.37
Vertex Pharmaceuticals Stock (VRTX) 0.1 $1.1M 3.9k 281.71
Allianzim U.s. Large Cap 6 Month Buffer10 Apr/oct Etf Etf (SIXO) 0.1 $1.1M 46k 23.99
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.1M 7.6k 145.04
First Trust Small Cap Core Alphadex Fund Etf (FYX) 0.1 $1.1M 14k 76.67
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW) 0.1 $1.1M 42k 26.14
Allianzim U.s. Large Cap 6 Month Buffer10 Jan/jul Etf Etf (SIXJ) 0.1 $1.1M 49k 22.27
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS) 0.1 $1.1M 74k 14.58
Vanguard Large-cap Index Fund Etf (VV) 0.1 $1.1M 6.2k 172.41
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.1M 17k 63.71
Allianzim U.s. Large Cap Buffer20 Apr Etf Etf (APRW) 0.1 $1.1M 42k 25.31
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.1M 4.8k 218.61
Intel Corp Stock (INTC) 0.1 $1.1M 28k 37.40
Roper Technologies Stock (ROP) 0.1 $1.1M 2.7k 394.62
Direxion Auspice Broad Commodity Strategy Etf Etf (COM) 0.1 $1.1M 34k 30.99
Horizon Therapeutics Pub L Stock 0.1 $1.1M 13k 79.74
Amgen Stock (AMGN) 0.1 $1.0M 4.3k 243.44
Robert Half Intl Stock (RHI) 0.1 $1.0M 14k 74.89
Bunge Stock 0.1 $1.0M 11k 90.71
Newmont Corp Stock (NEM) 0.1 $1.0M 17k 59.70
Generac Hldgs Stock (GNRC) 0.1 $1.0M 4.8k 210.52
Vanguard Health Care Index Fund Etf (VHT) 0.1 $999k 4.2k 235.61
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.1 $994k 28k 35.23
Caterpillar Stock (CAT) 0.1 $992k 5.6k 178.71
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.1 $987k 3.4k 286.50
Cisco Sys Stock (CSCO) 0.1 $986k 23k 42.63
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $982k 11k 87.34
Ishares Morningstar Small-cap Etf Etf (ISCB) 0.1 $978k 22k 44.23
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.1 $970k 23k 43.06
Thermo Fisher Scientific Stock (TMO) 0.1 $964k 1.8k 543.10
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.1 $952k 9.3k 101.83
International Business Machs Stock (IBM) 0.1 $950k 6.7k 141.16
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $935k 11k 89.06
Rivernorth Opportunities Fd In Cef (RIV) 0.1 $932k 66k 14.12
Mosaic Stock (MOS) 0.1 $897k 19k 47.23
United Parcel Service Inc Cl B Stock (UPS) 0.1 $896k 4.9k 182.56
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $894k 20k 44.32
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.1 $880k 15k 59.37
Palo Alto Networks Stock (PANW) 0.1 $866k 1.8k 494.01
3M Stock (MMM) 0.1 $864k 6.7k 129.44
Waste Mgmt Inc Del Stock (WM) 0.1 $863k 5.6k 152.99
Matson Stock (MATX) 0.1 $862k 12k 72.87
Broadcom Stock (AVGO) 0.1 $856k 1.8k 486.09
Enphase Energy Stock (ENPH) 0.1 $845k 4.3k 195.33
Pimco Enhanced Low Duration Active Exchange-traded Fund Etf (LDUR) 0.1 $809k 8.4k 95.98
Raytheon Technologies Corp Stock (RTX) 0.1 $803k 8.4k 96.08
Ishares Gold Trust Etf (IAU) 0.1 $803k 23k 34.29
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.1 $799k 12k 66.90
Nike Inc Cl B Stock (NKE) 0.1 $798k 7.8k 102.24
Ford Mtr Co Del Stock (F) 0.1 $795k 72k 11.12
Innovator U.s. Equity Buffer Etf A November Etf (BNOV) 0.1 $792k 28k 28.68
Adobe Systems Incorporated Stock (ADBE) 0.1 $790k 2.2k 366.25
Eog Res Stock (EOG) 0.1 $782k 7.1k 110.51
Invesco Optimum Yield Diversified Commodity Strategy Noa K-1a Etf Etf (PDBC) 0.1 $774k 43k 18.03
Dominion Energy Stock (D) 0.1 $771k 9.7k 79.78
Applied Matls Stock (AMAT) 0.1 $763k 8.4k 91.04
Ishares U.s. Medical Devices Etf Etf (IHI) 0.1 $755k 15k 50.41
Enbridge Stock (ENB) 0.1 $741k 18k 42.24
Old Rep Intl Corp Stock (ORI) 0.1 $733k 33k 22.36
Boeing Stock (BA) 0.1 $730k 5.3k 136.73
Phillips 66 Stock (PSX) 0.1 $730k 8.9k 82.05
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $723k 8.8k 81.71
Electronic Arts Stock (EA) 0.1 $722k 5.9k 121.71
Invesco S&p Midcap 400 Revenue Etf Etf (RWK) 0.1 $716k 9.1k 78.28
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.1 $709k 31k 22.77
Blackrock Enhanced Global Divi Cef (BOE) 0.1 $704k 72k 9.77
Holly Energy Partners L P Com Ut Ltd Ptn Stock 0.1 $689k 43k 16.02
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY) 0.1 $689k 25k 27.29
Lithia Mtrs Stock (LAD) 0.1 $684k 2.5k 274.92
Ft Cboe Vest U.s. Equity Buffer Etf - April Etf (FAPR) 0.1 $682k 24k 28.40
Edwards Lifesciences Corp Stock (EW) 0.1 $678k 7.1k 95.02
Epam Sys Stock (EPAM) 0.1 $664k 2.3k 294.59
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $663k 11k 58.08
Vaneck Intermediate Muni Etf Etf (ITM) 0.1 $663k 15k 45.67
Communication Services Select Sector Spdra Fund Etf (XLC) 0.1 $657k 12k 54.27
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $655k 6.4k 101.74
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.1 $655k 25k 26.76
Conocophillips Stock (COP) 0.1 $651k 7.2k 89.83
Quanta Svcs Stock (PWR) 0.1 $651k 5.2k 125.34
Flexshares Iboxx 5-year Target Duration Tips Index Fund Etf (TDTF) 0.1 $649k 26k 25.21
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $647k 16k 40.08
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $645k 6.5k 99.22
Medtronic Stock (MDT) 0.1 $641k 7.1k 89.71
First Trust High Income Fund Etf (FTHI) 0.1 $639k 32k 20.03
Tekla Healthcare Invs Sh Ben Int Cef (HQH) 0.1 $638k 34k 18.68
Cambria Global Momentum Etf Etf (GMOM) 0.1 $637k 22k 29.49
Ishares Russell 2000 Etf Etf (IWM) 0.1 $634k 3.7k 169.47
Proshares Short Qqq Etf 0.1 $633k 44k 14.41
Southern Stock (SO) 0.1 $633k 8.9k 71.32
Blackstone Stock (BX) 0.1 $627k 6.9k 91.20
Oracle Corp Stock (ORCL) 0.1 $623k 8.9k 69.90
Marvell Technology Stock (MRVL) 0.1 $620k 14k 43.56
Cf Inds Hldgs Stock (CF) 0.1 $614k 7.2k 85.77
Fastenal Stock (FAST) 0.1 $612k 12k 49.91
Fedex Corp Stock (FDX) 0.1 $611k 2.7k 226.80
Ishares Biotechnology Fund Etf (IBB) 0.1 $611k 5.2k 117.55
Ishares National Muni Bond Etf Etf (MUB) 0.1 $611k 5.7k 106.30
Capital Bancorp Inc Md Stock (CBNK) 0.1 $610k 28k 21.69
Nuveen Real Asset Income & Gro Cef (JRI) 0.1 $607k 46k 13.08
Nexstar Media Group Stock (NXST) 0.1 $606k 3.7k 162.77
Nuveen Dow 30 Dynmc Overwrt Cef (DIAX) 0.1 $605k 40k 15.27
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.1 $603k 19k 32.00
Ugi Corp Stock (UGI) 0.1 $601k 16k 38.58
Entegris Stock (ENTG) 0.1 $595k 6.5k 92.08
Mcdonalds Corp Stock (MCD) 0.1 $582k 2.4k 246.92
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $579k 7.3k 79.21
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) 0.1 $577k 13k 45.83
Microchip Technology Stock (MCHP) 0.1 $577k 9.9k 58.05
Steel Dynamics Stock (STLD) 0.1 $574k 8.7k 66.17
Texas Instrs Stock (TXN) 0.1 $572k 3.7k 153.68
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.1 $568k 21k 27.01
Lilly Eli & Co Stock (LLY) 0.1 $566k 1.7k 324.36
Regeneron Pharmaceuticals Stock (REGN) 0.1 $565k 956.00 591.00
Bk Of America Corp Stock (BAC) 0.1 $565k 18k 31.11
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.1 $561k 12k 47.23
Vanguard Energy Index Fund Etf (VDE) 0.1 $554k 5.6k 99.53
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN) 0.1 $548k 19k 29.05
Vanguard Communication Services Etf Etf (VOX) 0.1 $548k 5.8k 94.09
Victoryshares U.s. 500 Volatility Wtd Index Fund Etf (CFA) 0.1 $546k 8.5k 64.24
Yeti Hldgs Stock (YETI) 0.1 $542k 13k 43.30
Cohen & Steers Infrastructure Cef (UTF) 0.1 $540k 21k 25.31
Sanderson Farms Stock 0.1 $539k 2.5k 215.51
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.1 $532k 18k 30.02
First Trust Us Equity Dividend Select Etf Etf (KNGZ) 0.1 $526k 19k 27.05
Vanguard Materials Index Fund Etf (VAW) 0.1 $523k 3.3k 160.13
Allianzim U.s. Large Cap Buffer10 Jan Etf Etf (JANT) 0.1 $521k 21k 24.52
Ishares Msci Acwi Index Fund Etf (ACWI) 0.1 $520k 6.2k 83.91
Central & Eastern Europe Fd In Cef (CEE) 0.1 $517k 52k 9.95
Ark Next Generation Internet Etf Etf (ARKW) 0.1 $516k 11k 48.99
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD) 0.1 $514k 14k 36.10
Sherwin Williams Stock (SHW) 0.1 $512k 2.3k 224.07
Honeywell Intl Stock (HON) 0.1 $510k 2.9k 173.88
Innovator U.s. Equity Power Buffer Etf A December Etf (PDEC) 0.1 $510k 18k 28.74
Invesco Bulletshares 2023 Corporate Bond Etf Etf 0.1 $506k 24k 20.96
Kimberly-clark Corp Stock (KMB) 0.1 $502k 3.7k 135.24
Innovator Russell 2000 Power Buffer Etf - October Etf (KOCT) 0.1 $499k 21k 24.14
Innovator Russell 2000 Power Buffer Etf -april Etf (KAPR) 0.1 $499k 21k 24.13
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.1 $496k 6.6k 75.06
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $488k 5.8k 83.68
Zoetis Inc Cl A Stock (ZTS) 0.1 $484k 2.8k 171.94
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 0.1 $482k 9.5k 50.93
Bristol-myers Squibb Stock (BMY) 0.1 $479k 6.2k 77.07
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $475k 7.6k 62.44
Prudential Finl Stock (PRU) 0.1 $472k 4.9k 95.66
First Trust Preferred Securities And Income Etf Etf (FPE) 0.1 $471k 27k 17.23
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.1 $469k 7.1k 65.84
Eagle Matls Stock (EXP) 0.1 $468k 4.3k 109.86
Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $466k 16k 29.23
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ) 0.1 $462k 35k 13.11
Innovator Russell 2000 Power Buffer Etf - January Etf (KJAN) 0.1 $461k 16k 28.24
Onemain Hldgs Stock (OMF) 0.1 $460k 12k 37.37
Autozone Stock (AZO) 0.1 $453k 211.00 2146.92
Invesco Buyback Achievers Etf Etf (PKW) 0.1 $451k 5.8k 77.44
Builders Firstsource Stock (BLDR) 0.1 $451k 8.4k 53.66
Blackrock Municipal Income Cef (MUI) 0.1 $446k 37k 11.92
Wec Energy Group Stock (WEC) 0.1 $445k 4.4k 100.61
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.1 $440k 18k 24.69
Vaneck Oil Services Etf Etf (OIH) 0.1 $438k 1.9k 232.36
Illinois Tool Wks Stock (ITW) 0.1 $438k 2.4k 182.20
General Mls Stock (GIS) 0.1 $438k 5.8k 75.50
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.1 $437k 8.6k 51.03
Seabridge Gold Stock (SA) 0.1 $435k 35k 12.43
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.1 $432k 15k 29.41
Blackstone Long Short Cr Incom Com Shs Bn Int Cef (BGX) 0.1 $431k 38k 11.51
First Trust Nasdaq Clean Edge Green Energy Etf Etf (QCLN) 0.1 $428k 8.2k 52.26
Innovator U.s Equity Power Buffer Etf A September Etf (PSEP) 0.1 $427k 15k 28.14
Williams Cos Stock (WMB) 0.1 $424k 14k 31.22
Allstate Corp Stock (ALL) 0.1 $424k 3.3k 126.68
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $423k 6.8k 62.10
Blackrock Muniholdings Quality Cef (MUE) 0.1 $421k 38k 11.02
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.1 $421k 14k 29.53
Vanguard Financials Index Fund Etf (VFH) 0.1 $421k 5.5k 77.15
Cigna Corp Stock (CI) 0.1 $418k 1.6k 263.56
Ft Cboe Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV) 0.1 $417k 13k 32.37
Nuveen Select Mat Mun Fd Sh Ben Int Cef (NIM) 0.1 $416k 45k 9.19
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 0.1 $414k 7.1k 58.70
Vaneck Short High Yield Muni Etf Etf (SHYD) 0.1 $411k 18k 22.46
Invesco Total Return Bond Etf Etf (GTO) 0.1 $409k 8.5k 48.09
Vaneck High Yield Muni Etf Etf (HYD) 0.1 $402k 7.5k 53.80
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.1 $402k 17k 23.85
Ufp Industries Stock (UFPI) 0.1 $399k 5.9k 68.10
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.1 $397k 4.7k 83.68
Air Prods & Chems Stock (APD) 0.1 $397k 1.7k 240.61
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $397k 5.0k 80.04
Ross Stores Stock (ROST) 0.1 $390k 5.6k 70.22
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR) 0.1 $390k 18k 21.47
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.1 $387k 19k 20.42
Invesco Bulletshares 2024 Corporate Bond Etf Etf 0.1 $385k 19k 20.73
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.1 $379k 20k 19.28
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.1 $379k 18k 21.35
Salient Midstream & Mlp Fd Sh Ben Int Cef 0.1 $378k 50k 7.57
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $378k 2.2k 168.52
Spdr S&p Biotech Etf Etf (XBI) 0.1 $377k 5.1k 74.23
Amplify Transformational Data Sharing Etf Etf (BLOK) 0.0 $371k 21k 18.12
American Elec Pwr Stock (AEP) 0.0 $368k 3.8k 95.91
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.0 $367k 9.1k 40.29
Innovator U.s. Equity Power Buffer Etf A October Etf (POCT) 0.0 $363k 13k 28.10
Union Pac Corp Stock (UNP) 0.0 $363k 1.7k 213.53
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $362k 1.8k 206.27
Alliancebernstein Natl Mun Inm Cef (AFB) 0.0 $360k 31k 11.56
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $360k 19k 19.39
Apollo Global Mgmt Stock (APO) 0.0 $358k 7.4k 48.49
Pdc Energy Stock 0.0 $355k 5.8k 61.60
Blackrock Muniholdings Cef (MHD) 0.0 $354k 28k 12.69
Nutrien Stock (NTR) 0.0 $353k 4.4k 79.72
Walgreens Boots Alliance Stock (WBA) 0.0 $352k 9.3k 37.95
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 0.0 $352k 18k 19.94
Innovator U.s. Equity Buffer Etf - January Etf (BJAN) 0.0 $349k 11k 32.15
Innovator Emerging Markets Power Buffer Etf - July Etf (EJUL) 0.0 $349k 15k 23.20
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $348k 6.4k 54.52
Innovator International Developed Power Buffer Etf - July Etf (IJUL) 0.0 $347k 15k 22.75
Ishares Select Dividend Etf Etf (DVY) 0.0 $344k 2.9k 117.73
Innovator Emerging Markets Power Buffer Etf - January Etf (EJAN) 0.0 $344k 13k 27.09
Advance Auto Parts Stock (AAP) 0.0 $343k 2.0k 173.32
Schwab International Equity Etf Etf (SCHF) 0.0 $338k 11k 31.45
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $338k 5.2k 64.52
Clearbridge Mlp And Midstrm Tr Cef (CTR) 0.0 $337k 13k 25.57
Ark Innovation Etf Etf (ARKK) 0.0 $335k 8.4k 39.88
Prologis Reit (PLD) 0.0 $333k 2.8k 117.50
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.0 $333k 6.4k 52.02
Federal Agric Mtg Corp Cl C Stock (AGM) 0.0 $332k 3.4k 97.79
First Trust International Developed Capital Strength Etf Etf (FICS) 0.0 $332k 12k 28.41
First Trust Indxx Global Natural Resources Income Etf Etf (FTRI) 0.0 $331k 25k 13.29
Metlife Stock (MET) 0.0 $329k 5.2k 62.87
Leidos Holdings Stock (LDOS) 0.0 $325k 3.2k 100.62
Marinemax Stock (HZO) 0.0 $324k 9.0k 36.14
Realty Income Corp Reit (O) 0.0 $323k 4.7k 68.26
Innovator U.s. Equity Buffer Etf A September Etf (BSEP) 0.0 $322k 11k 29.23
Vanguard Total World Stock Index Fund Etf (VT) 0.0 $321k 3.8k 85.44
Blackrock Energy & Res Tr Cef (BGR) 0.0 $318k 29k 10.97
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $312k 1.7k 181.71
Te Connectivity Stock 0.0 $311k 2.7k 113.26
Invesco Value Mun Income Tr Cef (IIM) 0.0 $309k 24k 12.86
Analog Devices Stock (ADI) 0.0 $308k 2.1k 146.11
Paypal Hldgs Stock (PYPL) 0.0 $308k 4.4k 69.73
Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $308k 2.7k 115.14
Delaware Enhanced Global Divid Cef 0.0 $308k 41k 7.60
Comcast Corp New Cl A Stock (CMCSA) 0.0 $306k 7.8k 39.24
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $305k 5.5k 55.47
Avantis International Small Cap Value Etf Etf (AVDV) 0.0 $304k 5.8k 52.70
BP Adr (BP) 0.0 $302k 11k 28.38
Tekla Healthcare Opportunities Cef (THQ) 0.0 $301k 15k 19.95
Ishares Semiconductor Fund Etf (SOXX) 0.0 $301k 861.00 349.59
Intuit Stock (INTU) 0.0 $300k 779.00 385.11
Ishares U.s. Transportation Etf Etf (IYT) 0.0 $298k 1.4k 212.71
Duke Energy Corp Stock (DUK) 0.0 $295k 2.8k 107.23
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $293k 1.5k 198.24
Dow Stock (DOW) 0.0 $290k 5.6k 51.69
Ft Cboe Vest U.s. Equity Buffer Etf - May Etf (FMAY) 0.0 $289k 8.4k 34.32
Trinity Cap Stock (TRIN) 0.0 $287k 20k 14.48
Etfmg Prime Cyber Security Etf Etf 0.0 $286k 6.2k 45.77
Teladoc Health Stock (TDOC) 0.0 $285k 8.6k 33.24
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $285k 21k 13.43
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $281k 860.00 326.74
Invesco Preferred Etf Etf (PGX) 0.0 $281k 23k 12.33
Tyson Foods Inc Cl A Stock (TSN) 0.0 $279k 3.2k 86.16
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV) 0.0 $278k 5.6k 49.47
Bank Ozk Stock (OZK) 0.0 $276k 7.3k 37.58
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $276k 3.9k 70.07
Alibaba Group Hldg Adr (BABA) 0.0 $275k 2.4k 113.64
Netflix Stock (NFLX) 0.0 $274k 1.6k 174.97
Ft Cboe Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.0 $273k 9.4k 29.19
Invesco S&p Global Water Index Etf Etf (CGW) 0.0 $272k 6.2k 44.17
Kayne Anderson Nextgen Enrgy Cef 0.0 $272k 36k 7.52
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $268k 9.3k 28.82
Nokia Corp Adr (NOK) 0.0 $268k 58k 4.61
Linde Stock 0.0 $267k 927.00 288.03
Invesco Dynamic Large Cap Growth Etf Etf (PWB) 0.0 $263k 4.5k 58.74
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.0 $260k 2.3k 114.24
Innovator U.s. Equity Power Buffer Etf A November Etf (PNOV) 0.0 $260k 9.2k 28.35
Ishares Latin America 40 Etf Etf (ILF) 0.0 $258k 11k 22.58
Mettler Toledo International Stock (MTD) 0.0 $258k 225.00 1146.67
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $255k 2.9k 87.87
Iron Mtn Inc Del Reit (IRM) 0.0 $253k 5.2k 48.69
Citizens Finl Group Stock (CFG) 0.0 $253k 7.1k 35.71
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.0 $252k 2.0k 127.02
Advent Conv & Income Cef (AVK) 0.0 $251k 21k 12.06
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $251k 4.7k 53.85
Spdr Doubleline Short Duration Total Return Tactical Etf Etf (STOT) 0.0 $251k 5.4k 46.68
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW) 0.0 $251k 9.3k 26.91
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $251k 2.3k 110.14
Range Res Corp Stock (RRC) 0.0 $248k 10k 24.80
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $247k 2.7k 91.31
Innovator U.s. Equity Buffer Etf - June Etf (BJUN) 0.0 $247k 8.3k 29.84
Intuitive Surgical Stock (ISRG) 0.0 $245k 1.2k 200.66
Cohen & Steers Quality Income Cef (RQI) 0.0 $243k 18k 13.57
First Trust Municipal High Income Etf Etf (FMHI) 0.0 $240k 5.1k 47.43
Raymond James Finl Stock (RJF) 0.0 $237k 2.6k 89.57
Invesco Kbw Regional Banking Etf Etf (KBWR) 0.0 $236k 4.4k 53.35
Monster Beverage Corp Stock (MNST) 0.0 $236k 2.5k 92.59
Hologic Stock (HOLX) 0.0 $236k 3.4k 69.25
Essential Utils Stock (WTRG) 0.0 $231k 5.0k 45.89
Blackrock Stock 0.0 $231k 380.00 607.89
Morgan Stanley Emerging Mkts Cef (EDD) 0.0 $229k 51k 4.49
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS) 0.0 $228k 1.4k 165.94
Srh Total Return Fund Cef (STEW) 0.0 $227k 19k 11.95
Invesco Dwa Emerging Markets Momentum Etf Etf (PIE) 0.0 $222k 12k 18.85
Gilead Sciences Stock (GILD) 0.0 $221k 3.6k 61.77
Gabelli Divid & Income Tr Cef (GDV) 0.0 $219k 11k 20.43
Pinterest Inc Cl A Stock (PINS) 0.0 $219k 12k 18.14
Blackrock Res & Commodities St Cef (BCX) 0.0 $218k 24k 9.00
Ppg Inds Stock (PPG) 0.0 $217k 1.9k 114.21
First Trust Dow 30 Equal Weight Etf Etf (EDOW) 0.0 $217k 8.0k 27.21
Ishares Dow Jones U.s. Etf Etf (IYY) 0.0 $216k 2.3k 92.31
Azenta Stock (AZTA) 0.0 $216k 3.0k 72.00
Ishares S&p 100 Etf Etf (OEF) 0.0 $213k 1.2k 172.19
Wells Fargo Stock (WFC) 0.0 $213k 5.4k 39.18
Invesco Dynamic Leisure And Entertainment Etf Etf (PEJ) 0.0 $212k 5.8k 36.30
Amplify Online Retail Etf Etf (IBUY) 0.0 $211k 5.0k 41.84
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.0 $211k 3.1k 67.50
Innovator U.s. Equity Buffer Etf - May Etf (BMAY) 0.0 $211k 7.4k 28.42
Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) 0.0 $210k 10k 20.59
Us Bancorp Del Stock (USB) 0.0 $208k 4.5k 46.08
Republic Svcs Stock (RSG) 0.0 $208k 1.6k 130.90
Nuveen S&p 500 Buy-write Incom Cef (BXMX) 0.0 $207k 17k 12.36
Toronto Dominion Bk Ont Stock (TD) 0.0 $206k 3.1k 65.46
Price T Rowe Group Stock (TROW) 0.0 $206k 1.8k 113.88
General Dynamics Corp Stock (GD) 0.0 $206k 929.00 221.74
Penske Automotive Grp Stock (PAG) 0.0 $205k 2.0k 104.70
Ishares Preferred And Income Securities Etf Etf (PFF) 0.0 $205k 6.2k 32.83
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $204k 23k 9.09
Valero Energy Corp Stock (VLO) 0.0 $204k 1.9k 106.19
Asml Holding N V N Y Registry Adr (ASML) 0.0 $204k 429.00 475.52
Ft Cboe Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB) 0.0 $204k 6.2k 33.17
Corteva Stock (CTVA) 0.0 $203k 3.7k 54.15
Tractor Supply Stock (TSCO) 0.0 $203k 1.0k 193.89
Avantis International Equity Etf Etf (AVDE) 0.0 $203k 4.0k 50.90
Alerian Mlp Etf Etf (AMLP) 0.0 $203k 5.9k 34.42
Sysco Corp Stock (SYY) 0.0 $202k 2.4k 84.87
Tri Contl Corp Cef (TY) 0.0 $202k 7.7k 26.20
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $201k 8.3k 24.17
Vanguard Total Bond Market Index Fund Etf (BND) 0.0 $201k 2.7k 75.17
Ishares International Select Dividend Etf Etf (IDV) 0.0 $201k 7.4k 27.11
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $200k 2.7k 73.48
Blackstone Strategic Credit Fd Com Shs Ben In Cef (BGB) 0.0 $194k 17k 11.18
United Microelectronics Corp Adr (UMC) 0.0 $191k 28k 6.76
Annaly Capital Management Reit 0.0 $169k 29k 5.92
Blackrock Muniyield Quality Cef (MQT) 0.0 $166k 15k 11.45
Tekla Life Sciences Invs Sh Ben Int Cef (HQL) 0.0 $166k 12k 14.19
Voya Glbl Adv & Prem Opp Cef (IGA) 0.0 $164k 18k 9.11
Nuveen Sr Income Cef 0.0 $160k 33k 4.79
Chargepoint Holdings Inc Com Cl A Stock (CHPT) 0.0 $145k 11k 13.68
Gabelli Util Tr Cef (GUT) 0.0 $140k 21k 6.82
Highland Global Allocation Cef (HGLB) 0.0 $130k 14k 9.64
Yamana Gold Stock 0.0 $127k 27k 4.63
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $118k 13k 8.86
Matterport Inc Com Cl A Stock (MTTR) 0.0 $115k 31k 3.67
Eaton Vance Mun Bd Cef (EIM) 0.0 $109k 10k 10.65
Cbre Gbl Real Estate Cef (IGR) 0.0 $98k 14k 7.23
Abrdn Global Premier Pptys Fd Com Sh Ben Int Cef (AWP) 0.0 $89k 18k 4.94
23andme Holding Co Class A Stock 0.0 $37k 15k 2.45
Agenus Stock 0.0 $29k 15k 1.93
Western Digital Corp. 1.5 02/01/2024 Convertible 0.0 $11k 12k 0.92