Pension & Wealth Management Advisors

Pension & Wealth Management Advisors as of Dec. 31, 2022

Portfolio Holdings for Pension & Wealth Management Advisors

Pension & Wealth Management Advisors holds 265 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Msci Total International Stock Etf Etf (IXUS) 11.2 $13M 226k 57.88
State Street Doubleline Total Return Tactical Etf Etf (TOTL) 9.5 $11M 278k 40.04
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 9.4 $11M 113k 96.99
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 8.2 $9.6M 159k 60.36
Schwab 1000 Index Etf Etf (SCHK) 7.0 $8.2M 221k 36.93
Vanguard Mid-cap Value Etf Etf (VOE) 4.4 $5.2M 38k 135.24
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.8 $3.3M 84k 38.98
Vanguard Dividend Appreciation Etf Etf (VIG) 2.5 $2.9M 19k 151.86
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH) 2.5 $2.9M 58k 50.04
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.3 $2.7M 37k 72.10
Ishares Core S&p 500 Etf Etf (IVV) 2.0 $2.3M 6.0k 384.22
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.8 $2.1M 6.9k 308.90
Schwab Fundamental International Equity Etf Etf (FNDF) 1.6 $1.8M 63k 29.07
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.6 $1.8M 24k 75.19
Apple Stock (AAPL) 1.4 $1.7M 13k 129.94
Vanguard Short-term Treasury Etf Etf (VGSH) 1.3 $1.5M 26k 57.82
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD) 1.2 $1.4M 26k 52.09
Vanguard Total International Stock Etf Etf (VXUS) 1.0 $1.2M 23k 51.72
Blackrock Core Bd Tr Shs Ben Int Cef (BHK) 0.8 $950k 92k 10.38
Exxon Mobil Corp Stock (XOM) 0.7 $872k 7.9k 110.31
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.7 $787k 14k 56.68
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 0.7 $784k 17k 46.72
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.7 $765k 19k 40.89
Pimco Rafi Dynamic Multi-factor Emerging Markets Equity Etf Etf (MFEM) 0.6 $692k 40k 17.37
Wisdomtree U.s. High Dividend Fund Etf (DHS) 0.6 $678k 7.9k 86.07
Fidelity Total Bond Etf Etf (FBND) 0.5 $629k 14k 45.02
Microsoft Corp Stock (MSFT) 0.5 $627k 2.6k 239.90
Home Depot Stock (HD) 0.5 $626k 2.0k 316.09
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.5 $594k 25k 24.23
Schwab Us Dividend Equity Etf Etf (SCHD) 0.5 $531k 7.0k 75.55
Schwab International Small-cap Equity Etf Etf (SCHC) 0.4 $502k 16k 31.47
State Street Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND) 0.4 $484k 24k 20.56
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $476k 1.2k 382.63
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS) 0.4 $475k 12k 40.21
Nextera Energy Stock (NEE) 0.4 $462k 5.5k 83.60
Nvidia Corporation Stock (NVDA) 0.4 $461k 3.2k 146.16
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.4 $448k 7.0k 63.99
Sherwin Williams Stock (SHW) 0.4 $439k 1.9k 237.33
Vinci Compass Investments Ltd Com Cl A Stock (VINP) 0.4 $431k 48k 9.04
Ishares International Select Dividend Etf Etf (IDV) 0.4 $429k 16k 27.16
Jpmorgan Chase & Co Stock (JPM) 0.3 $402k 3.0k 134.15
Danaher Corp Del Stock (DHR) 0.3 $352k 1.3k 265.42
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.3 $352k 5.9k 59.58
Ridgepost Cap Inc Cl A Stock (RPC) 0.3 $350k 33k 10.67
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $347k 1.4k 241.89
Coca Cola Stock (KO) 0.3 $338k 5.3k 63.63
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $335k 3.8k 88.23
Ishares Core High Dividend Etf Etf (HDV) 0.3 $334k 3.2k 104.24
Ishares Select Dividend Etf Etf (DVY) 0.3 $329k 2.7k 120.64
Mcdonalds Corp Stock (MCD) 0.3 $319k 1.2k 263.66
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $318k 2.0k 158.88
Vanguard Consumer Staples Etf Etf (VDC) 0.3 $307k 1.6k 191.67
Wisdomtree Global Ex-u.s. Quality Growth Fund Etf (DNL) 0.3 $302k 9.4k 32.23
Schwab U.s. Broad Market Etf Etf (SCHB) 0.3 $295k 6.6k 44.81
Enphase Energy Stock (ENPH) 0.2 $292k 1.1k 264.96
Ishares J.p. Morgan Em Corporate Bond Etf Etf (CEMB) 0.2 $281k 6.6k 42.76
Pimco Dynamic Income Oprnts Fd Com Ben Cef (PDO) 0.2 $274k 21k 12.77
Cisco Sys Stock (CSCO) 0.2 $273k 5.7k 47.64
Johnson & Johnson Stock (JNJ) 0.2 $272k 1.5k 176.69
State Street Spdr Russell 1000 Yield Focus Etf Etf (ONEY) 0.2 $267k 2.9k 93.70
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.2 $254k 2.0k 124.53
Cvs Health Corp Stock (CVS) 0.2 $249k 2.7k 93.20
Crown Castle Reit (CCI) 0.2 $229k 1.7k 135.68
Blackrock Enhanced Intl Div Tr Com Bene Inter Cef (BGY) 0.2 $226k 45k 5.02
Altria Group Stock (MO) 0.2 $216k 4.7k 45.72
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $208k 1.9k 108.23
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) 0.2 $208k 3.5k 59.77
Amazon Stock (AMZN) 0.2 $208k 2.5k 84.02
Western Asset Emerging Mkts De Cef (EMD) 0.2 $207k 23k 9.11
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.2 $205k 4.8k 42.65
Carlyle Group Stock (CG) 0.2 $205k 6.9k 29.84
Eog Res Stock (EOG) 0.2 $197k 1.5k 129.60
Rtx Corporation Stock (RTX) 0.2 $196k 1.9k 100.95
Vaneck Ig Floating Rate Etf Etf (FLTR) 0.2 $196k 7.9k 24.88
Intuitive Surgical Stock (ISRG) 0.2 $196k 738.00 265.35
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $193k 2.5k 77.54
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.2 $182k 2.8k 65.74
Medtronic Stock (MDT) 0.2 $179k 2.3k 77.72
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 0.1 $175k 7.1k 24.78
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.1 $173k 3.9k 43.99
Eastern Bankshares Stock (EBC) 0.1 $173k 10k 17.25
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.1 $167k 2.0k 82.32
Procter & Gamble Stock (PG) 0.1 $164k 1.1k 151.68
Compania Cervecerias Unidas S Adr (CCU) 0.1 $164k 13k 13.12
Applied Matls Stock (AMAT) 0.1 $161k 1.7k 97.41
Ranger Energy Svcs Inc Com Cl A Stock (RNGR) 0.1 $161k 15k 11.01
Ssr Mining In Stock (SSRM) 0.1 $161k 10k 15.67
Blackrock Floating Rate Income Cef (FRA) 0.1 $160k 14k 11.26
Copa Holdings Sa Cl A Stock (CPA) 0.1 $159k 1.9k 83.17
Blackstone Stock (BX) 0.1 $159k 2.1k 74.20
Blackrock Enhanced Equity Divi Cef (BDJ) 0.1 $158k 18k 9.01
Propetro Hldg Corp Stock (PUMP) 0.1 $152k 15k 10.37
Guggenheim Strategic Opportun Com Sbi Cef (GOF) 0.1 $151k 9.9k 15.22
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $148k 740.00 200.54
Disney Walt Stock (DIS) 0.1 $148k 1.7k 86.88
Azenta Stock (AZTA) 0.1 $145k 2.5k 58.22
GDS HLDGS Adr (GDS) 0.1 $142k 6.9k 20.62
Eqt Corp Stock (EQT) 0.1 $142k 4.2k 33.83
Allegiant Travel Stock (ALGT) 0.1 $134k 2.0k 67.99
Wabtec Stock (WAB) 0.1 $133k 1.3k 99.83
Certara Stock (CERT) 0.1 $129k 8.0k 16.07
Maravai Lifesciences Hldgs Inc Com Cl A Stock (MRVI) 0.1 $125k 8.7k 14.31
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $124k 4.0k 31.46
Brookline Bancorp Inc Del Stock 0.1 $123k 8.7k 14.15
3M Stock (MMM) 0.1 $122k 1.0k 119.98
General Mills Stock (GIS) 0.1 $120k 1.4k 83.88
Patria Investments Limited Com Cl A Stock (PAX) 0.1 $114k 8.2k 13.93
Pepsico Stock (PEP) 0.1 $113k 623.00 180.77
Walkme Ltd Ord Stock 0.1 $111k 9.9k 11.18
Westwood Hldgs Group Stock (WHG) 0.1 $111k 9.9k 11.13
Allstate Corp Stock (ALL) 0.1 $110k 810.00 135.66
Abbvie Stock (ABBV) 0.1 $109k 671.00 161.77
MKS Stock (MKSI) 0.1 $107k 1.3k 84.78
Zoominfo Technologies Stock (GTM) 0.1 $106k 3.5k 30.11
American Tower Corp Reit (AMT) 0.1 $104k 492.00 211.86
Blackstone Long Short Cr Incom Com Shs Bn Int Cef (BGX) 0.1 $104k 9.6k 10.84
Blue Owl Capital Inc Com Cl A Stock (OWL) 0.1 $99k 9.3k 10.60
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.1 $96k 1.6k 61.95
Cryoport Stock (CYRX) 0.1 $96k 5.5k 17.35
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $95k 1.1k 83.67
Ardaugh Metal Packaging Stock (AMBP) 0.1 $94k 20k 4.81
Verizon Communications Stock (VZ) 0.1 $93k 2.3k 39.42
Pubmatic Inc Com Cl A Stock (PUBM) 0.1 $93k 7.2k 12.81
Elastic N V Ord Stock (ESTC) 0.1 $88k 1.7k 51.50
Darden Restaurants Stock (DRI) 0.1 $87k 630.00 138.42
Vtex Shs Cl A Stock (VTEX) 0.1 $87k 23k 3.75
International Business Machs Stock (IBM) 0.1 $85k 602.00 141.07
C3 Ai Inc Cl A Stock (AI) 0.1 $84k 7.5k 11.19
Automatic Data Processing Stock (ADP) 0.1 $84k 350.00 238.86
Schrodinger Stock (SDGR) 0.1 $81k 4.3k 18.69
Doubleline Income Solutions Cef (DSL) 0.1 $81k 7.3k 11.09
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $79k 2.8k 28.45
Meta Platforms Inc Cl A Stock (META) 0.1 $78k 645.00 120.34
Intel Corp Stock (INTC) 0.1 $77k 2.9k 26.43
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF) 0.1 $76k 6.4k 11.90
Broadcom Stock (AVGO) 0.1 $75k 134.00 559.13
Sap Se Adr (SAP) 0.1 $73k 709.00 103.19
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.1 $72k 2.0k 35.65
Amneal Pharmaceuticals Inc Com Stk Cl A Stock (AMRX) 0.1 $71k 36k 1.99
Cs Disco Stock (LAW) 0.1 $70k 11k 6.32
Keurig Dr Pepper Stock (KDP) 0.1 $68k 1.9k 35.67
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $67k 475.00 141.25
Pfizer Stock (PFE) 0.1 $66k 1.3k 51.24
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $63k 704.00 88.73
United Parcel Svcs Inc Cl B Stock (UPS) 0.1 $60k 345.00 174.13
Illinois Tool Wks Stock (ITW) 0.0 $58k 265.00 220.30
L3harris Technologies Stock (LHX) 0.0 $58k 280.00 208.21
Merck & Co Stock (MRK) 0.0 $58k 525.00 110.99
Akamai Technologies Stock (AKAM) 0.0 $56k 658.00 84.30
Ishares Emerging Markets Dividend Etf Etf (DVYE) 0.0 $55k 2.3k 24.13
Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) 0.0 $55k 2.8k 19.58
Tjx Cos Stock (TJX) 0.0 $53k 670.00 79.66
Oracle Corp Stock (ORCL) 0.0 $53k 650.00 81.74
Conagra Brands Stock (CAG) 0.0 $53k 1.4k 38.71
Watts Water Technologies Inc Cl A Stock (WTS) 0.0 $50k 340.00 146.23
Marsh & Mclennan Cos Stock (MRSH) 0.0 $50k 300.00 165.48
Huntington Bancshares Stock (HBAN) 0.0 $49k 3.5k 14.10
Vanguard Mid-cap Etf Etf (VO) 0.0 $47k 231.00 203.81
Eversource Energy Stock (ES) 0.0 $46k 546.00 83.89
Newmont Corp Stock (NEM) 0.0 $44k 939.00 47.20
Fortive Corp Stock (FTV) 0.0 $42k 650.00 64.25
Pgim Short Dur Hig Yld Opp Cef (SDHY) 0.0 $41k 2.8k 14.69
Walmart Stock (WMT) 0.0 $40k 279.00 142.00
Global X S&p 500 Covered Call Etf Etf (XYLD) 0.0 $39k 985.00 39.38
Qualcomm Stock (QCOM) 0.0 $38k 348.00 109.94
Franklin Resources Stock (BEN) 0.0 $38k 1.5k 26.38
First Trust Natural Gas Etf Etf (FCG) 0.0 $38k 1.6k 24.52
Wisdomtree Emerging Markets Quality Dividend Growth Fund Etf (DGRE) 0.0 $37k 1.8k 21.25
Unitedhealth Group Stock (UNH) 0.0 $37k 70.00 530.19
Prologis Reit (PLD) 0.0 $37k 327.00 112.80
Metlife Stock (MET) 0.0 $36k 500.00 72.37
Moderna Stock (MRNA) 0.0 $36k 200.00 179.62
Kimberly-clark Corp Stock (KMB) 0.0 $35k 260.00 135.75
Global X Mlp Etf Etf (MLPA) 0.0 $35k 852.00 41.29
Vanguard Information Technology Etf Etf (VGT) 0.0 $34k 107.00 321.93
Costco Wholesale Corporation Stock (COST) 0.0 $34k 74.00 462.54
Chevron Corporation Stock (CVX) 0.0 $33k 185.00 179.49
Valvoline Stock (VVV) 0.0 $33k 1.0k 32.65
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.0 $32k 1.1k 30.07
Mid-amer Apt Cmntys Reit (MAA) 0.0 $31k 200.00 156.99
Ashland Stock (ASH) 0.0 $30k 280.00 107.53
Us Bancorp Stock (USB) 0.0 $27k 625.00 43.61
Ishares Russell 2000 Etf Etf (IWM) 0.0 $27k 155.00 175.03
Paychex Stock (PAYX) 0.0 $27k 230.00 115.56
Lockheed Martin Corp Stock (LMT) 0.0 $24k 50.00 486.50
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK) 0.0 $24k 710.00 33.61
Centrus Energy Corp Cl A Stock (LEU) 0.0 $24k 725.00 32.48
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $23k 234.00 99.61
Corteva Stock (CTVA) 0.0 $22k 381.00 58.92
Dcp Midstream Lp Com Ut Ltd Ptn Stock 0.0 $21k 547.00 38.81
B & G Foods Stock (BGS) 0.0 $21k 1.9k 11.16
Galaxy Digital Holdings Stock (GLXY) 0.0 $21k 7.3k 2.84
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $20k 75.00 266.76
Ishares Msci Agriculture Producers Etf Etf (VEGI) 0.0 $20k 456.00 42.93
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $19k 177.00 104.72
Tesla Stock (TSLA) 0.0 $19k 150.00 123.18
American Elec Pwr Stock (AEP) 0.0 $17k 180.00 94.95
The Cigna Group Stock (CI) 0.0 $17k 51.00 331.33
Thermo Fisher Scientific Stock (TMO) 0.0 $17k 30.00 556.97
Starbucks Corp Stock (SBUX) 0.0 $17k 166.00 99.70
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB) 0.0 $17k 312.00 52.78
Enterprise Prods Partners Stock (EPD) 0.0 $15k 620.00 24.12
Ypf Sociedad Anonima Spon Adr Cl D Adr (YPF) 0.0 $13k 1.4k 9.19
Goldman Sachs Group Stock (GS) 0.0 $13k 37.00 343.38
Bank Of Ny Mellon Corp Stock (BNY) 0.0 $13k 279.00 45.52
Chart Inds Stock (GTLS) 0.0 $12k 100.00 115.23
Apollo Global Mgmt Stock (APO) 0.0 $11k 178.00 64.10
Vanguard Small-cap Etf Etf (VB) 0.0 $11k 60.00 184.05
Ark Innovation Etf Etf (ARKK) 0.0 $11k 348.00 31.24
Uranium Energy Corp Stock (UEC) 0.0 $9.7k 2.5k 3.88
Wisdomtree Cybersecurity Fund Etf (WCBR) 0.0 $9.7k 636.00 15.25
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.0 $9.5k 202.00 47.16
Lithium Argentina Stock (LAR) 0.0 $9.5k 500.00 18.95
Healthcare Rlty Tr Cl A Reit (HR) 0.0 $9.1k 470.00 19.27
Mueller Inds Stock (MLI) 0.0 $8.9k 150.00 59.00
Dell Technologies Inc Cl C Stock (DELL) 0.0 $7.7k 191.00 40.22
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $7.6k 268.00 28.24
Axcelis Technologies Stock (ACLS) 0.0 $7.5k 95.00 79.36
Wells Fargo & Co Stock (WFC) 0.0 $7.0k 170.00 41.29
Daqo New Energy Corp Spnsrd Ads Adr (DQ) 0.0 $6.9k 180.00 38.61
Morgan Stanley Stock (MS) 0.0 $6.4k 75.00 85.03
Ishares Floating Rate Bond Etf Etf (FLOT) 0.0 $6.0k 120.00 50.33
Global X E-commerce Etf Etf (EBIZ) 0.0 $5.8k 357.00 16.20
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $4.8k 575.00 8.29
Canadian Solar Stock (CSIQ) 0.0 $4.6k 150.00 30.90
EMERGING MARKETS INTERNET and eCOMMERCE ETF Etf (EMQQ) 0.0 $4.1k 138.00 29.73
Zoom Communications Inc Cl A Stock (ZM) 0.0 $3.4k 50.00 67.74
Ge Aerospace Stock (GE) 0.0 $3.4k 40.00 83.80
V F Corp Stock (VFC) 0.0 $3.3k 120.00 27.61
Alps Medical Breakthroughs Etf Etf (SBIO) 0.0 $3.3k 107.00 30.38
Phreesia Stock (PHR) 0.0 $3.2k 100.00 32.36
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $3.2k 154.00 20.55
Wisdomtree Biorevolution Fund Etf (WDNA) 0.0 $3.1k 179.00 17.36
Renaissance Ipo Etf Etf (IPO) 0.0 $3.0k 122.00 24.72
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $3.0k 73.00 41.01
Ishares Biotechnology Etf Etf (IBB) 0.0 $2.6k 20.00 131.30
Fidelity Low Duration Bond Factor Etf Etf (FLDR) 0.0 $2.5k 51.00 49.65
Uber Technologies Stock (UBER) 0.0 $2.5k 100.00 24.73
Roblox Corp Cl A Stock (RBLX) 0.0 $2.4k 86.00 28.47
Vaneck Digital Transformation Etf Etf (DAPP) 0.0 $2.4k 911.00 2.67
Brighthouse Finl Stock (BHF) 0.0 $2.3k 45.00 51.27
Graphic Packaging Hldg Stock (GPK) 0.0 $2.3k 102.00 22.27
Despegar Com Corp Ord Stock 0.0 $1.9k 375.00 5.13
Ollies Bargain Outlet Hldgs Stock (OLLI) 0.0 $1.8k 38.00 46.84
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 0.0 $1.5k 33.00 46.48
Pacific Biosciences Calif Stock (PACB) 0.0 $1.5k 180.00 8.18
Cellebrite Di Ltd Ordinary Shares Stock (CLBT) 0.0 $1.1k 250.00 4.36
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $855.000000 10.00 85.50
908 Devices Stock (MASS) 0.0 $762.000000 100.00 7.62
Charter Communications Inc Cl A Stock (CHTR) 0.0 $678.000000 2.00 339.00
Amplify Blockchain Technology Etf Etf (BLOK) 0.0 $575.000800 38.00 15.13
Grayscale Ethereum Staking Etf Etf (ETHE) 0.0 $490.001900 103.00 4.76
Global X Blockchain Etf Etf (BKCH) 0.0 $464.000400 36.00 12.89
Defiance Quantum Etf Etf (QTUM) 0.0 $196.000000 5.00 39.20
Suncor Energy Stock (SU) 0.0 $190.000200 6.00 31.67
Ionq Stock (IONQ) 0.0 $131.001200 38.00 3.45
Ford Mtr Stock (F) 0.0 $70.000200 6.00 11.67
Advanced Micro Devices Stock (AMD) 0.0 $65.000000 1.00 65.00
Immunitybio Stock (IBRX) 0.0 $60.999600 12.00 5.08
Vicor Corp Stock (VICR) 0.0 $54.000000 1.00 54.00
Exact Sciences Corp Stock 0.0 $50.000000 1.00 50.00
Gevo Inc Com Par Stock (GEVO) 0.0 $8.000000 4.00 2.00
Dianthus Therapeutics Stock 0.0 $4.000000 10.00 0.40
Comcast Corp New Cl A Stock (CMCSA) 0.0 $0 0 0.00
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $0 0 0.00