Onyx Bridge Wealth Group

Onyx Bridge Wealth Group as of March 31, 2025

Portfolio Holdings for Onyx Bridge Wealth Group

Onyx Bridge Wealth Group holds 293 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.4 $73M 130k 561.90
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.3 $37M 669k 54.76
Vanguard Index Fds Growth Etf (VUG) 3.5 $25M 67k 370.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $23M 50k 468.92
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $22M 219k 98.92
Apple (AAPL) 2.9 $20M 91k 222.13
Ishares Tr Short Treas Bd (SHV) 2.4 $17M 154k 110.46
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $16M 82k 193.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $14M 516k 27.96
Spdr Ser Tr Portfli High Yld (SPHY) 1.8 $13M 547k 23.42
Ishares Tr S&p 100 Etf (OEF) 1.7 $12M 45k 270.83
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.7 $12M 137k 88.00
Select Sector Spdr Tr Financial (XLF) 1.7 $12M 239k 49.81
Select Sector Spdr Tr Technology (XLK) 1.7 $12M 57k 206.48
Ishares Tr Conv Bd Etf (ICVT) 1.6 $11M 135k 83.61
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.6 $11M 533k 20.70
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 1.5 $10M 383k 26.68
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.4 $10M 156k 64.20
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $9.2M 33k 274.84
Select Sector Spdr Tr Communication (XLC) 1.3 $9.2M 95k 96.45
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.3 $9.1M 116k 78.85
T Rowe Price Etf Cap Appreciation (TCAF) 1.2 $8.5M 265k 32.28
Pacer Fds Tr Developed Mrkt (ICOW) 1.1 $7.9M 252k 31.41
Proshares Tr Large Cap Cre (CSM) 1.1 $7.7M 121k 63.74
Vanguard World Health Car Etf (VHT) 1.0 $6.9M 26k 264.73
Pacer Fds Tr Metaurus Cap 400 (QDPL) 1.0 $6.7M 183k 36.52
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.0 $6.6M 118k 56.47
Fidelity Covington Trust Fundamental Larg (FFLC) 1.0 $6.6M 153k 43.50
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.9 $6.2M 134k 46.63
NVIDIA Corporation (NVDA) 0.9 $6.1M 57k 108.38
Microsoft Corporation (MSFT) 0.8 $5.7M 15k 375.38
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.8 $5.7M 208k 27.30
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.8 $5.4M 111k 48.79
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.8 $5.4M 188k 28.58
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $5.4M 117k 45.70
Amazon (AMZN) 0.8 $5.3M 28k 190.26
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $4.9M 38k 128.96
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.6 $4.5M 126k 35.66
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.6 $4.3M 43k 99.49
Invesco Exch Traded Fd Tr Ii Nasdaq Free Cash (QOWZ) 0.6 $4.1M 132k 31.30
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.6 $4.1M 45k 91.53
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.6 $4.1M 83k 49.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $4.1M 7.3k 559.39
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $3.9M 85k 46.31
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.7M 24k 156.23
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $3.6M 19k 193.02
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $3.5M 54k 66.34
JPMorgan Chase & Co. (JPM) 0.5 $3.4M 14k 245.29
Ishares Tr Core 40/60 Moder (AOM) 0.5 $3.4M 77k 43.88
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.4 $3.1M 105k 29.69
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.4 $3.0M 61k 48.82
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $3.0M 52k 57.14
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $2.9M 57k 51.78
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.4 $2.8M 99k 27.97
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.4 $2.7M 47k 57.30
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.6M 17k 154.64
Meta Platforms Cl A (META) 0.4 $2.6M 4.5k 576.30
Visa Com Cl A (V) 0.4 $2.6M 7.3k 350.47
Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $2.1M 58k 36.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.1M 4.0k 513.93
International Business Machines (IBM) 0.3 $2.1M 8.3k 248.67
Palantir Technologies Cl A (PLTR) 0.3 $2.0M 24k 84.40
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $2.0M 19k 102.41
Ishares Tr Core High Dv Etf (HDV) 0.3 $2.0M 16k 121.12
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $2.0M 37k 52.38
Tesla Motors (TSLA) 0.3 $1.9M 7.5k 259.16
Chevron Corporation (CVX) 0.3 $1.9M 12k 167.29
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.9M 8.6k 221.76
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.3 $1.8M 61k 30.24
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.8M 6.4k 288.14
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $1.8M 36k 51.07
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $1.8M 45k 39.97
The Alger Etf Trust Ai Enablers Adop (ALAI) 0.3 $1.8M 79k 22.90
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.3 $1.8M 16k 111.74
Merck & Co (MRK) 0.3 $1.8M 20k 89.77
Golub Capital BDC (GBDC) 0.2 $1.7M 114k 15.14
Consolidated Edison (ED) 0.2 $1.7M 16k 110.59
Verizon Communications (VZ) 0.2 $1.7M 37k 45.36
Procter & Gamble Company (PG) 0.2 $1.7M 9.9k 170.42
Broadcom (AVGO) 0.2 $1.6M 9.7k 167.42
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $1.6M 18k 89.64
Mastercard Incorporated Cl A (MA) 0.2 $1.6M 2.9k 548.19
Vanguard Wellington Us Multifactor (VFMF) 0.2 $1.6M 12k 126.31
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $1.5M 19k 80.37
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.5M 6.9k 222.15
Philip Morris International (PM) 0.2 $1.5M 9.6k 158.76
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.5M 3.5k 419.91
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $1.4M 36k 40.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 2.7k 532.58
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.4M 13k 108.69
Penumbra (PEN) 0.2 $1.4M 5.2k 267.41
Ishares Tr Global 100 Etf (IOO) 0.2 $1.4M 14k 96.29
Exxon Mobil Corporation (XOM) 0.2 $1.3M 11k 118.93
Altria (MO) 0.2 $1.3M 21k 60.03
Abbvie (ABBV) 0.2 $1.2M 5.7k 209.53
First Tr Inter Duration Pfd & Income (FPF) 0.2 $1.2M 64k 18.39
Ishares Tr Core 30/70 Conse (AOK) 0.2 $1.2M 31k 37.63
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $1.1M 15k 74.72
Ishares Tr Msci Uk Etf New (EWU) 0.2 $1.1M 30k 37.47
Fs Kkr Capital Corp (FSK) 0.2 $1.0M 50k 20.96
Ares Capital Corporation (ARCC) 0.1 $1.0M 47k 22.16
At&t (T) 0.1 $1.0M 36k 28.28
Eli Lilly & Co. (LLY) 0.1 $977k 1.2k 826.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $974k 25k 39.37
Netflix (NFLX) 0.1 $957k 1.0k 932.53
Kraft Heinz (KHC) 0.1 $943k 31k 30.43
The Alger Etf Trust Concentrated Eqt (CNEQ) 0.1 $890k 39k 22.78
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $872k 11k 78.28
Ishares Msci Cda Etf (EWC) 0.1 $871k 21k 40.75
Ishares Msci Italy Etf (EWI) 0.1 $862k 20k 42.32
Ishares Msci Germany Etf (EWG) 0.1 $838k 23k 37.08
Crowdstrike Hldgs Cl A (CRWD) 0.1 $837k 2.4k 352.58
Vanguard Index Fds Value Etf (VTV) 0.1 $832k 4.8k 172.73
Costco Wholesale Corporation (COST) 0.1 $830k 877.00 946.24
Ishares Msci France Etf (EWQ) 0.1 $820k 21k 39.80
Pfizer (PFE) 0.1 $813k 32k 25.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $813k 4.7k 173.24
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $803k 14k 58.54
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $800k 15k 51.94
Managed Portfolio Series Leuthold Core Et (LCR) 0.1 $794k 23k 34.27
Bristol Myers Squibb (BMY) 0.1 $790k 13k 60.99
Home Depot (HD) 0.1 $786k 2.1k 366.45
Johnson & Johnson (JNJ) 0.1 $764k 4.6k 165.83
Select Sector Spdr Tr Energy (XLE) 0.1 $756k 8.1k 93.45
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 0.1 $749k 32k 23.79
Wal-Mart Stores (WMT) 0.1 $722k 8.2k 87.79
Walt Disney Company (DIS) 0.1 $716k 7.3k 98.70
Boeing Company (BA) 0.1 $712k 4.2k 170.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $708k 11k 62.10
Investment Managers Ser Tr I Astoria Real (PPI) 0.1 $705k 49k 14.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $701k 27k 26.20
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $693k 2.7k 258.63
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $677k 15k 45.49
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.1 $671k 19k 34.62
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.1 $667k 17k 39.68
Ishares Tr Us Aer Def Etf (ITA) 0.1 $666k 4.4k 153.10
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $638k 16k 40.49
Constellation Energy (CEG) 0.1 $631k 3.1k 201.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $629k 6.9k 90.54
Uber Technologies (UBER) 0.1 $601k 8.2k 72.86
Cisco Systems (CSCO) 0.1 $589k 9.5k 61.71
Qualcomm (QCOM) 0.1 $584k 3.8k 153.60
Ge Aerospace Com New (GE) 0.1 $579k 2.9k 200.16
Select Sector Spdr Tr Indl (XLI) 0.1 $577k 4.4k 131.07
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.1 $571k 13k 44.13
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $565k 12k 47.48
Bondbloxx Etf Trust Usd Hi Yld Energ (XHYE) 0.1 $561k 15k 38.59
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $561k 7.4k 75.91
Ishares Us Intl Hgh Yld (GHYG) 0.1 $561k 13k 44.56
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $546k 33k 16.60
Gilead Sciences (GILD) 0.1 $542k 4.8k 112.05
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $531k 8.1k 65.76
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $529k 11k 50.02
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $528k 5.0k 105.61
Blackstone Group Inc Com Cl A (BX) 0.1 $527k 3.8k 139.77
M&T Bank Corporation (MTB) 0.1 $505k 2.8k 178.75
Lockheed Martin Corporation (LMT) 0.1 $503k 1.1k 446.82
Deere & Company (DE) 0.1 $485k 1.0k 469.18
Ishares Core Msci Emkt (IEMG) 0.1 $483k 9.0k 53.97
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $474k 24k 19.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $473k 2.5k 188.16
Marvell Technology (MRVL) 0.1 $473k 7.7k 61.57
Alps Etf Tr Alerian Energy (ENFR) 0.1 $470k 14k 32.77
UnitedHealth (UNH) 0.1 $465k 888.00 523.83
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $458k 5.9k 77.05
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $456k 11k 42.15
Ishares Tr Msci Kokusai Etf (TOK) 0.1 $455k 4.0k 114.00
Managed Portfolio Series Kensington Hedge (KHPI) 0.1 $453k 19k 23.96
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $448k 5.5k 81.69
Amgen (AMGN) 0.1 $446k 1.4k 311.64
Vanguard World Inf Tech Etf (VGT) 0.1 $442k 816.00 542.10
Adobe Systems Incorporated (ADBE) 0.1 $442k 1.2k 383.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $438k 5.3k 82.73
First Tr Exchange-traded Core Investment (FTCB) 0.1 $432k 21k 20.99
Bank of America Corporation (BAC) 0.1 $430k 10k 41.73
Intel Corporation (INTC) 0.1 $430k 19k 22.71
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.1 $430k 9.8k 44.09
Exelon Corporation (EXC) 0.1 $428k 9.3k 46.08
Abbott Laboratories (ABT) 0.1 $417k 3.1k 132.66
Coca-Cola Company (KO) 0.1 $416k 5.8k 71.62
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $412k 5.2k 79.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $407k 7.0k 58.35
Servicenow (NOW) 0.1 $401k 504.00 796.14
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $400k 7.9k 50.52
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $377k 15k 24.95
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.1 $374k 10k 36.80
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $371k 17k 21.74
McDonald's Corporation (MCD) 0.1 $371k 1.2k 312.43
Pepsi (PEP) 0.1 $368k 2.5k 149.95
Blackrock (BLK) 0.1 $367k 388.00 946.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $367k 2.5k 146.04
Lowe's Companies (LOW) 0.1 $362k 1.6k 233.28
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $357k 6.2k 57.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $355k 7.0k 50.83
Zacks Trust Earngs Constant (ZECP) 0.1 $354k 12k 30.09
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $351k 5.8k 60.03
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $351k 1.8k 190.55
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $346k 12k 28.62
United Parcel Service CL B (UPS) 0.0 $344k 3.1k 109.97
Duke Energy Corp Com New (DUK) 0.0 $341k 2.8k 121.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $333k 6.8k 48.82
Intuitive Surgical Com New (ISRG) 0.0 $326k 658.00 495.27
Quanta Services (PWR) 0.0 $320k 1.3k 254.18
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $320k 6.0k 53.01
salesforce (CRM) 0.0 $319k 1.2k 268.33
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $316k 876.00 361.09
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $314k 10k 31.02
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $311k 19k 16.63
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $308k 4.7k 65.17
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $307k 8.4k 36.41
Travelers Companies (TRV) 0.0 $304k 1.1k 264.50
Iron Mountain (IRM) 0.0 $303k 3.5k 86.16
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $296k 1.8k 166.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $294k 3.2k 92.82
Golden Ocean Group Shs New (GOGL) 0.0 $293k 37k 7.98
Ishares Esg Awr Msci Em (ESGE) 0.0 $290k 8.3k 34.95
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $287k 2.4k 122.02
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $282k 1.4k 202.16
Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $280k 7.6k 36.98
Tidal Etf Tr Foliobeyond Alte (RISR) 0.0 $278k 7.7k 36.33
Blue Owl Capital Com Cl A (OWL) 0.0 $278k 14k 20.04
3M Company (MMM) 0.0 $275k 1.9k 146.87
Managed Portfolio Series Tortoise Nram Pi 0.0 $273k 7.5k 36.37
Amplify Etf Tr Cwp Growth & Inc (QDVO) 0.0 $272k 11k 24.56
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $272k 19k 14.26
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $268k 1.4k 197.53
Ea Series Trust Astoria Us Equal (ROE) 0.0 $263k 9.0k 29.27
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $262k 11k 22.98
Direxion Shs Etf Tr Healthcare Bul (CURE) 0.0 $261k 2.4k 106.63
Goldman Sachs (GS) 0.0 $260k 476.00 546.71
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $259k 8.0k 32.51
Oracle Corporation (ORCL) 0.0 $258k 1.8k 139.80
German American Ban (GABC) 0.0 $254k 6.8k 37.50
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $254k 7.6k 33.24
Snowflake Cl A (SNOW) 0.0 $253k 1.7k 146.16
Nextera Energy (NEE) 0.0 $251k 3.5k 70.88
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $250k 11k 23.61
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.0 $249k 10k 24.75
Illinois Tool Works (ITW) 0.0 $247k 997.00 248.01
Blackrock Etf Trust Ishares Advantag (BALI) 0.0 $244k 8.5k 28.79
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $243k 5.0k 48.35
American Express Company (AXP) 0.0 $240k 891.00 269.10
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $239k 2.6k 91.73
Ishares Tr Core Msci Total (IXUS) 0.0 $236k 3.4k 69.81
Linde SHS (LIN) 0.0 $235k 504.00 465.88
Ishares Tr Russell 2000 Etf (IWM) 0.0 $230k 1.2k 199.49
Micron Technology (MU) 0.0 $229k 2.6k 86.90
Welltower Inc Com reit (WELL) 0.0 $228k 1.5k 153.21
Honeywell International (HON) 0.0 $226k 1.1k 211.78
Advanced Micro Devices (AMD) 0.0 $223k 2.2k 102.74
American Healthcare Reit Com Shs (AHR) 0.0 $223k 7.4k 30.30
Midcap Financial Invstmnt Com New (MFIC) 0.0 $222k 17k 12.86
Starbucks Corporation (SBUX) 0.0 $220k 2.2k 98.10
Vanguard World Financials Etf (VFH) 0.0 $219k 1.8k 119.48
Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.0 $217k 8.6k 25.26
Williams Companies (WMB) 0.0 $217k 3.6k 59.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $215k 2.6k 81.66
Citigroup Com New (C) 0.0 $214k 3.0k 71.00
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $211k 3.5k 59.84
Intuit (INTU) 0.0 $208k 339.00 613.99
Charles Schwab Corporation (SCHW) 0.0 $208k 2.7k 78.29
Pimco NY Muni Income Fund II (PNI) 0.0 $208k 29k 7.08
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $206k 2.0k 102.18
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $205k 2.0k 100.62
Ge Vernova (GEV) 0.0 $205k 671.00 305.29
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $205k 2.0k 103.61
Asml Holding N V N Y Registry Shs (ASML) 0.0 $204k 308.00 661.57
Entrepreneurshares Series Tr Ershares Private (XOVR) 0.0 $203k 13k 15.95
Comcast Corp Cl A (CMCSA) 0.0 $200k 5.4k 36.90
Global X Fds Us Pfd Etf (PFFD) 0.0 $193k 10k 19.04
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $183k 13k 13.88
Liberty All Star Equity Sh Ben Int (USA) 0.0 $171k 26k 6.55
Mamamancini's Holdings (MAMA) 0.0 $163k 25k 6.51
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $155k 10k 15.46
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $151k 15k 9.98
Nuveen Core Plus Impact Fund Com Ben Int (NPCT) 0.0 $137k 13k 10.69
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $136k 10k 13.63
Gladstone Ld (LAND) 0.0 $129k 12k 10.52
Flagstar Financial Com New (FLG) 0.0 $122k 11k 11.62
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $121k 28k 4.37
Sfl Corporation SHS (SFL) 0.0 $97k 12k 8.20
Ambev Sa Sponsored Adr (ABEV) 0.0 $87k 37k 2.33
Nokia Corp Sponsored Adr (NOK) 0.0 $76k 14k 5.27
SIGA Technologies (SIGA) 0.0 $71k 13k 5.48
Nio Spon Ads (NIO) 0.0 $58k 15k 3.81
Diversified Healthcare Tr Com Sh Ben Int (DHC) 0.0 $44k 18k 2.40
Energy Fuels Com New (UUUU) 0.0 $40k 11k 3.73
Grupo Televisa S A B Spon Adr Rep Ord (TV) 0.0 $35k 20k 1.75
Akebia Therapeutics (AKBA) 0.0 $29k 15k 1.92
Entravision Communications C Cl A (EVC) 0.0 $25k 12k 2.10
Euro Tech Holdings Shs New (CLWT) 0.0 $16k 14k 1.09
Talphera Com New (TLPH) 0.0 $5.4k 11k 0.49
Energous Corp Com New (WATT) 0.0 $3.5k 13k 0.27