Obermeyer Asset Management

Obermeyer Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for Obermeyer Wealth Partners

Obermeyer Wealth Partners holds 294 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.1 $109M 210k 517.95
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.0 $108M 554k 194.50
Alphabet Cap Stk Cl C (GOOG) 4.6 $98M 402k 243.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.3 $93M 151k 612.38
Apple (AAPL) 4.1 $87M 340k 254.63
NVIDIA Corporation (NVDA) 3.9 $84M 451k 186.58
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.5 $75M 268k 279.29
Amazon (AMZN) 3.3 $70M 320k 219.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $69M 138k 502.74
Mastercard Incorporated Cl A (MA) 3.2 $69M 121k 568.81
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.2 $68M 1.3M 50.78
Broadcom (AVGO) 3.1 $67M 202k 329.91
Ishares Msci World Etf (URTH) 3.0 $64M 352k 181.56
Meta Platforms Cl A (META) 2.7 $58M 79k 734.38
RBB Us Treas 3 Mnth (TBIL) 2.7 $57M 1.1M 50.00
Raytheon Technologies Corp (RTX) 2.1 $46M 273k 167.33
Asml Holding N V N Y Registry Shs (ASML) 2.0 $43M 44k 968.08
UnitedHealth (UNH) 1.8 $39M 114k 345.30
Wal-Mart Stores (WMT) 1.7 $37M 359k 103.06
Home Depot (HD) 1.7 $36M 89k 405.19
Aon Shs Cl A (AON) 1.7 $36M 101k 356.58
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $35M 107k 328.17
NVR (NVR) 1.5 $33M 4.1k 8034.66
Cme (CME) 1.4 $30M 110k 270.19
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.4 $30M 433k 68.58
Sap Se Spon Adr (SAP) 1.3 $29M 108k 267.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $28M 46k 600.37
Sherwin-Williams Company (SHW) 1.2 $25M 73k 346.26
Deere & Company (DE) 1.2 $25M 54k 457.26
Chubb (CB) 1.1 $23M 82k 282.25
Nextera Energy (NEE) 1.0 $22M 296k 75.49
Texas Instruments Incorporated (TXN) 1.0 $22M 121k 183.73
Novo-nordisk A S Adr (NVO) 1.0 $22M 393k 55.49
Exxon Mobil Corporation (XOM) 0.9 $19M 172k 112.75
Zoetis Cl A (ZTS) 0.9 $18M 126k 146.32
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $16M 162k 99.11
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $15M 306k 49.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $13M 20k 666.19
United Parcel Service CL B (UPS) 0.6 $13M 155k 83.53
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.6 $13M 221k 56.86
Comcast Corp Cl A (CMCSA) 0.6 $12M 394k 31.42
Eli Lilly & Co. (LLY) 0.6 $12M 15k 762.98
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $11M 15.00 754200.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $11M 181k 59.92
JPMorgan Chase & Co. (JPM) 0.5 $11M 33k 315.43
Alphabet Cap Stk Cl A (GOOGL) 0.4 $9.1M 37k 243.10
Visa Com Cl A (V) 0.4 $8.4M 25k 341.38
Ares Capital Corporation (ARCC) 0.4 $7.6M 370k 20.41
Us Bancorp Del Com New (USB) 0.3 $5.7M 118k 48.33
Lowe's Companies (LOW) 0.3 $5.5M 22k 251.31
Motorola Solutions Com New (MSI) 0.2 $4.4M 9.7k 457.29
Spdr Gold Tr Gold Shs (GLD) 0.2 $4.3M 12k 355.47
Spdr Series Trust Portfolio S&p600 (SPSM) 0.2 $4.2M 91k 46.32
Eaton Corp SHS (ETN) 0.2 $3.7M 10k 374.25
Ishares Tr Europe Etf (IEV) 0.2 $3.3M 50k 65.48
Vanguard Index Fds Large Cap Etf (VV) 0.2 $3.2M 11k 307.86
Waste Management (WM) 0.1 $3.0M 14k 220.83
Atmos Energy Corporation (ATO) 0.1 $3.0M 18k 170.75
Costco Wholesale Corporation (COST) 0.1 $3.0M 3.2k 925.50
Oracle Corporation (ORCL) 0.1 $2.9M 10k 281.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.7M 5.8k 468.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.6M 19k 140.95
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.6M 3.9k 669.32
Shell Spon Ads (SHEL) 0.1 $2.5M 35k 71.53
Abbvie (ABBV) 0.1 $2.4M 11k 231.54
Analog Devices (ADI) 0.1 $2.4M 9.9k 245.70
Johnson & Johnson (JNJ) 0.1 $2.4M 13k 185.42
Canadian Natural Resources (CNQ) 0.1 $2.4M 74k 31.96
Corteva (CTVA) 0.1 $2.3M 34k 67.63
Watsco, Incorporated (WSO) 0.1 $2.3M 5.7k 404.30
Owl Rock Capital Corporation (OBDC) 0.1 $2.2M 175k 12.77
Union Pacific Corporation (UNP) 0.1 $2.2M 9.1k 236.37
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.1M 18k 118.83
American Express Company (AXP) 0.1 $2.1M 6.2k 332.14
British Amern Tob Sponsored Adr (BTI) 0.1 $2.0M 38k 53.08
Vici Pptys (VICI) 0.1 $2.0M 61k 32.61
Coca-Cola Company (KO) 0.1 $2.0M 30k 66.32
Dupont De Nemours (DD) 0.1 $2.0M 25k 77.90
Procter & Gamble Company (PG) 0.1 $2.0M 13k 153.65
Blue Owl Capital Com Cl A (OWL) 0.1 $2.0M 115k 16.93
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.8M 3.8k 479.61
Abbott Laboratories (ABT) 0.1 $1.8M 13k 133.94
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M 2.8k 596.06
MPLX Com Unit Rep Ltd (MPLX) 0.1 $1.7M 34k 49.95
TJX Companies (TJX) 0.1 $1.7M 12k 144.54
McDonald's Corporation (MCD) 0.1 $1.6M 5.2k 303.89
Walt Disney Company (DIS) 0.1 $1.5M 13k 114.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.5M 28k 53.40
IDEXX Laboratories (IDXX) 0.1 $1.4M 2.3k 638.89
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) 0.1 $1.4M 118k 11.82
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M 7.3k 186.49
D.R. Horton (DHI) 0.1 $1.4M 8.0k 169.47
Enterprise Products Partners (EPD) 0.1 $1.3M 43k 31.27
Applied Materials (AMAT) 0.1 $1.3M 6.2k 204.74
Amgen (AMGN) 0.1 $1.2M 4.4k 282.19
Aercap Holdings Nv SHS (AER) 0.1 $1.2M 10k 121.00
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.2M 5.0k 241.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.2M 6.1k 189.70
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $1.1M 80k 14.25
Rbc Cad (RY) 0.1 $1.1M 7.6k 147.32
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.1M 29k 38.57
Wells Fargo & Company (WFC) 0.1 $1.1M 13k 83.82
Ishares Gold Tr Ishares New (IAU) 0.1 $1.1M 15k 72.77
Stryker Corporation (SYK) 0.1 $1.1M 2.9k 369.67
Emerson Electric (EMR) 0.0 $1.0M 7.9k 131.18
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $1.0M 59k 17.16
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.0M 10k 96.55
Tesla Motors (TSLA) 0.0 $1000k 2.2k 444.62
Caterpillar (CAT) 0.0 $987k 2.1k 477.15
International Business Machines (IBM) 0.0 $981k 3.5k 282.16
Equinix (EQIX) 0.0 $976k 1.2k 783.24
salesforce (CRM) 0.0 $962k 4.1k 237.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $946k 12k 79.93
Corning Incorporated (GLW) 0.0 $939k 11k 82.03
Wec Energy Group (WEC) 0.0 $936k 8.2k 114.59
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $935k 6.3k 148.61
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $911k 19k 48.30
Blackrock (BLK) 0.0 $911k 781.00 1165.87
Netflix (NFLX) 0.0 $905k 755.00 1198.92
Palo Alto Networks (PANW) 0.0 $881k 4.3k 203.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $880k 16k 54.18
Select Sector Spdr Tr Technology (XLK) 0.0 $875k 3.1k 281.86
Honeywell International (HON) 0.0 $844k 4.0k 210.50
AmerisourceBergen (COR) 0.0 $844k 2.7k 312.53
Pacer Fds Tr Cash Cows Etf (HERD) 0.0 $840k 20k 42.36
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $839k 10k 82.96
Marvell Technology (MRVL) 0.0 $835k 9.9k 84.07
Chevron Corporation (CVX) 0.0 $826k 5.3k 155.29
Air Products & Chemicals (APD) 0.0 $817k 3.0k 272.72
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $815k 7.4k 110.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $771k 8.0k 96.46
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $763k 3.5k 215.77
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $755k 6.6k 113.62
Accenture Plc Ireland Shs Class A (ACN) 0.0 $753k 3.1k 246.58
Merck & Co (MRK) 0.0 $741k 8.8k 83.93
Kkr & Co (KKR) 0.0 $741k 5.7k 129.95
S&p Global (SPGI) 0.0 $732k 1.5k 486.71
Pepsi (PEP) 0.0 $732k 5.2k 140.44
Nextnav Common Stock (NN) 0.0 $697k 49k 14.30
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $646k 2.4k 271.12
Pfizer (PFE) 0.0 $641k 25k 25.48
Verizon Communications (VZ) 0.0 $635k 15k 43.95
Apollo Global Mgmt (APO) 0.0 $633k 4.8k 133.27
Ishares Tr Rus 1000 Etf (IWB) 0.0 $627k 1.7k 365.48
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $604k 3.0k 203.59
Philip Morris International (PM) 0.0 $589k 3.6k 162.20
Cisco Systems (CSCO) 0.0 $588k 8.6k 68.42
Vanguard Index Fds Small Cp Etf (VB) 0.0 $587k 2.3k 254.28
Servicenow (NOW) 0.0 $585k 636.00 920.28
Welltower Inc Com reit (WELL) 0.0 $582k 3.3k 178.14
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.0 $577k 8.4k 68.96
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $565k 45k 12.66
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $563k 19k 29.11
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $563k 4.7k 119.51
Ishares Tr National Mun Etf (MUB) 0.0 $552k 5.2k 106.49
Thermo Fisher Scientific (TMO) 0.0 $548k 1.1k 485.02
Mondelez Intl Cl A (MDLZ) 0.0 $547k 8.8k 62.47
Dow (DOW) 0.0 $546k 24k 22.93
Arthur J. Gallagher & Co. (AJG) 0.0 $546k 1.8k 309.74
Ge Aerospace Com New (GE) 0.0 $541k 1.8k 300.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $534k 20k 27.30
Principal Financial (PFG) 0.0 $526k 6.3k 82.91
Williams Companies (WMB) 0.0 $524k 8.3k 63.35
Green Brick Partners (GRBK) 0.0 $515k 7.0k 73.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $512k 16k 31.91
Blackstone Group Inc Com Cl A (BX) 0.0 $511k 3.0k 170.83
Intuit (INTU) 0.0 $510k 747.00 682.91
Piper Jaffray Companies (PIPR) 0.0 $510k 1.5k 346.99
Morgan Stanley Com New (MS) 0.0 $509k 3.2k 158.96
Spdr Series Trust Portfolio Intrmd (SPIB) 0.0 $507k 15k 33.89
Altria (MO) 0.0 $505k 7.6k 66.06
Hershey Company (HSY) 0.0 $500k 2.7k 187.05
Select Sector Spdr Tr Energy (XLE) 0.0 $497k 5.6k 89.34
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) 0.0 $497k 10k 49.67
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $473k 4.6k 103.36
Goldman Sachs (GS) 0.0 $468k 588.00 796.35
Builders FirstSource (BLDR) 0.0 $467k 3.9k 121.25
Allstate Corporation (ALL) 0.0 $466k 2.2k 214.65
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $462k 1.9k 247.12
Five Below (FIVE) 0.0 $458k 3.0k 154.70
Bristol Myers Squibb (BMY) 0.0 $455k 10k 45.10
T. Rowe Price (TROW) 0.0 $444k 4.3k 102.64
Adobe Systems Incorporated (ADBE) 0.0 $443k 1.3k 352.75
Spdr Series Trust Aerospace Def (XAR) 0.0 $443k 1.9k 234.96
Goldman Sachs Bdc SHS (GSBD) 0.0 $437k 43k 10.17
Lockheed Martin Corporation (LMT) 0.0 $437k 875.00 499.29
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $437k 6.4k 68.66
Cigna Corp (CI) 0.0 $432k 1.5k 288.25
Phillips 66 (PSX) 0.0 $426k 3.1k 136.02
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.0 $418k 26k 16.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $418k 5.0k 84.11
Te Connectivity Ord Shs (TEL) 0.0 $417k 1.9k 219.53
Boeing Company (BA) 0.0 $416k 1.9k 215.83
Xcel Energy (XEL) 0.0 $416k 5.2k 80.65
Quanta Services (PWR) 0.0 $409k 987.00 414.42
Nuveen Churchill Direct Lend Com Shs (NCDL) 0.0 $407k 30k 13.80
Paccar (PCAR) 0.0 $400k 4.1k 98.32
Ishares Tr Select Divid Etf (DVY) 0.0 $398k 2.8k 142.10
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $392k 2.5k 159.89
Ishares Tr Core Msci Eafe (IEFA) 0.0 $392k 4.5k 87.31
Cbre Group Cl A (CBRE) 0.0 $389k 2.5k 157.56
Synopsys (SNPS) 0.0 $379k 768.00 493.39
Agilent Technologies Inc C ommon (A) 0.0 $368k 2.9k 128.35
Automatic Data Processing (ADP) 0.0 $367k 1.3k 293.55
Norfolk Southern (NSC) 0.0 $364k 1.2k 300.41
Docusign (DOCU) 0.0 $361k 5.0k 72.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $360k 4.8k 74.37
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $357k 2.6k 140.05
Becton, Dickinson and (BDX) 0.0 $355k 1.9k 187.17
Canadian Pacific Kansas City (CP) 0.0 $352k 4.7k 74.49
Medtronic SHS (MDT) 0.0 $352k 3.7k 95.24
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $350k 7.7k 45.21
Advanced Micro Devices (AMD) 0.0 $349k 2.2k 161.79
General Dynamics Corporation (GD) 0.0 $345k 1.0k 341.00
Starbucks Corporation (SBUX) 0.0 $343k 4.1k 84.60
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $342k 3.7k 92.49
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $341k 6.4k 53.03
Ishares Silver Tr Ishares (SLV) 0.0 $334k 7.9k 42.37
Gilead Sciences (GILD) 0.0 $327k 2.9k 111.00
Kroger (KR) 0.0 $324k 4.8k 67.41
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $322k 6.0k 54.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $322k 4.9k 65.26
SYSCO Corporation (SYY) 0.0 $321k 3.9k 82.34
American Water Works (AWK) 0.0 $317k 2.3k 139.19
Broadstone Net Lease (BNL) 0.0 $314k 18k 17.87
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $314k 6.9k 45.51
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $313k 20k 15.48
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $312k 2.6k 118.44
W.W. Grainger (GWW) 0.0 $308k 323.00 953.75
Digital Realty Trust (DLR) 0.0 $307k 1.8k 172.88
Charles Schwab Corporation (SCHW) 0.0 $303k 3.2k 95.47
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $301k 3.0k 100.25
Linde SHS (LIN) 0.0 $300k 631.00 475.00
Cummins (CMI) 0.0 $296k 700.00 422.37
Intercontinental Exchange (ICE) 0.0 $295k 1.8k 168.48
Sempra Energy (SRE) 0.0 $293k 3.3k 89.98
Global X Fds Defense Tech Etf (SHLD) 0.0 $292k 4.2k 70.24
Travelers Companies (TRV) 0.0 $288k 1.0k 279.22
AutoZone (AZO) 0.0 $287k 67.00 4290.24
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $286k 3.3k 87.03
Ishares Tr Core Msci Total (IXUS) 0.0 $286k 3.5k 82.58
Bank of America Corporation (BAC) 0.0 $285k 5.5k 51.59
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $282k 607.00 463.74
Dover Corporation (DOV) 0.0 $278k 1.7k 166.83
Ferrari Nv Ord (RACE) 0.0 $276k 568.00 485.22
FedEx Corporation (FDX) 0.0 $272k 1.2k 235.81
Ishares Tr Global 100 Etf (IOO) 0.0 $270k 2.3k 120.00
Meritage Homes Corporation (MTH) 0.0 $268k 3.7k 72.43
Qualcomm (QCOM) 0.0 $265k 1.6k 166.36
Ishares Tr Eafe Value Etf (EFV) 0.0 $259k 3.8k 67.82
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $257k 4.0k 65.00
Target Corporation (TGT) 0.0 $257k 2.9k 89.70
Citigroup Com New (C) 0.0 $254k 2.5k 101.50
Palantir Technologies Cl A (PLTR) 0.0 $253k 1.4k 182.42
Ishares Tr Mbs Etf (MBB) 0.0 $252k 2.7k 95.15
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $250k 1.2k 209.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $247k 9.6k 25.71
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $243k 828.00 293.74
Ishares Tr Core Div Grwth (DGRO) 0.0 $242k 3.6k 68.07
Danaher Corporation (DHR) 0.0 $242k 1.2k 198.26
Spdr Series Trust Portfolio Short (SPSB) 0.0 $242k 8.0k 30.29
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $240k 1.0k 239.64
Valero Energy Corporation (VLO) 0.0 $239k 1.4k 170.26
Ishares Core Msci Emkt (IEMG) 0.0 $239k 3.6k 65.92
Ishares Tr Us Home Cons Etf (ITB) 0.0 $236k 2.2k 107.25
Ishares Tr India 50 Etf (INDY) 0.0 $234k 4.6k 50.90
Progressive Corporation (PGR) 0.0 $232k 940.00 246.96
Yum! Brands (YUM) 0.0 $229k 1.5k 152.00
Franco-Nevada Corporation (FNV) 0.0 $226k 1.0k 222.91
Intuitive Surgical Com New (ISRG) 0.0 $224k 501.00 447.23
Kinder Morgan (KMI) 0.0 $224k 7.9k 28.31
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $220k 172.00 1280.00
Archer Daniels Midland Company (ADM) 0.0 $217k 3.6k 59.74
Bright Horizons Fam Sol In D (BFAM) 0.0 $217k 2.0k 108.57
Floor & Decor Hldgs Cl A (FND) 0.0 $216k 2.9k 73.70
Kimberly-Clark Corporation (KMB) 0.0 $215k 1.7k 124.34
Marsh & McLennan Companies (MMC) 0.0 $213k 1.1k 201.53
General Motors Company (GM) 0.0 $212k 3.5k 60.97
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $212k 3.7k 57.47
ConocoPhillips (COP) 0.0 $210k 2.2k 94.59
Vanguard World Inf Tech Etf (VGT) 0.0 $208k 278.00 746.63
Vertiv Holdings Com Cl A (VRT) 0.0 $207k 1.4k 150.90
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $206k 4.1k 50.73
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $205k 641.00 320.04
At&t (T) 0.0 $204k 7.2k 28.24
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $204k 165.00 1234.29
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $204k 897.00 227.00
Nike CL B (NKE) 0.0 $201k 2.9k 69.74
Uber Technologies (UBER) 0.0 $201k 2.0k 97.97
Cleveland-cliffs (CLF) 0.0 $122k 10k 12.20
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $81k 11k 7.51
Plug Power Com New (PLUG) 0.0 $70k 30k 2.33
Lucid Diagnostics (LUCD) 0.0 $13k 13k 1.01
Pavmed Com New (PAVM) 0.0 $9.3k 22k 0.43