Pension & Wealth Management Advisors

Pension & Wealth Management Advisors as of June 30, 2023

Portfolio Holdings for Pension & Wealth Management Advisors

Pension & Wealth Management Advisors holds 270 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Street Doubleline Total Return Tactical Etf Etf (TOTL) 10.7 $14M 240k 59.89
Fidelity Total Bond Etf Etf (FBND) 10.1 $14M 200k 67.78
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 8.7 $12M 119k 98.20
Ishares Core Msci Total International Stock Etf Etf (IXUS) 8.2 $11M 119k 92.08
Schwab 1000 Index Etf Etf (SCHK) 7.2 $9.7M 153k 63.43
Vanguard Mid-cap Value Etf Etf (VOE) 4.0 $5.3M 23k 230.53
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH) 3.4 $4.6M 91k 50.63
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 2.8 $3.8M 54k 70.39
Vanguard Dividend Appreciation Etf Etf (VIG) 2.3 $3.1M 4.0k 766.49
Ishares Core S&p 500 Etf Etf (IVV) 1.9 $2.6M 2.6k 982.43
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.9 $2.5M 5.7k 436.99
Apple Stock (AAPL) 1.9 $2.5M 8.6k 287.98
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.8 $2.4M 2.3k 1033.15
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.7 $2.2M 31k 70.72
Schwab Fundamental International Equity Etf Etf (FNDF) 1.5 $2.0M 55k 36.79
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 1.3 $1.7M 34k 51.16
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD) 1.1 $1.5M 8.8k 172.01
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 1.1 $1.4M 29k 48.36
Nvidia Corporation Stock (NVDA) 0.9 $1.2M 189.00 6390.40
Vanguard Total International Stock Etf Etf (VXUS) 0.9 $1.1M 23k 50.36
Blackrock Core Bd Tr Shs Ben Int Cef (BHK) 0.7 $999k 99k 10.13
Pimco Rafi Dynamic Multi-factor Emerging Markets Equity Etf Etf (MFEM) 0.7 $897k 46k 19.40
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 0.7 $878k 17k 52.30
Microsoft Corp Stock (MSFT) 0.6 $848k 2.5k 340.66
Schwab International Small-cap Equity Etf Etf (SCHC) 0.6 $755k 21k 35.37
Wisdomtree U.s. High Dividend Fund Etf (DHS) 0.6 $744k 7.0k 105.92
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.5 $732k 26k 28.39
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $721k 6.8k 106.18
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.5 $667k 1.6k 428.95
Vaneck Ig Floating Rate Etf Etf (FLTR) 0.5 $665k 26k 25.25
Doubleline Income Solutions Cef (DSL) 0.5 $632k 41k 15.62
Exxon Mobil Corp Stock (XOM) 0.5 $622k 6.3k 98.75
State Street Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND) 0.4 $572k 23k 24.89
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $562k 1.2k 468.84
Home Depot Stock (HD) 0.4 $548k 1.5k 356.82
Sherwin Williams Stock (SHW) 0.4 $490k 1.8k 265.60
Vinci Compass Investments Ltd Com Cl A Stock (VINP) 0.4 $485k 53k 9.19
Ishares International Select Dividend Etf Etf (IDV) 0.4 $485k 13k 36.78
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.4 $478k 4.4k 107.71
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $470k 6.5k 72.63
Blackrock Floating Rate Income Cef (FRA) 0.3 $460k 24k 19.28
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS) 0.3 $417k 9.1k 45.75
Ishares U.s. Regional Banks Etf Etf (IAT) 0.3 $415k 12k 33.85
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $414k 7.6k 54.49
Nextera Energy Stock (NEE) 0.3 $413k 5.6k 74.20
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.3 $410k 885.00 463.16
Wisdomtree Global Ex-u.s. Quality Growth Fund Etf (DNL) 0.3 $409k 10k 40.39
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $400k 491.00 813.72
Pimco Dynamic Income Oprnts Fd Com Ben Cef (PDO) 0.3 $391k 21k 19.01
Ridgepost Cap Inc Cl A Stock (RPC) 0.3 $380k 35k 10.77
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $375k 1.4k 261.48
Ishares J.p. Morgan Em Corporate Bond Etf Etf (CEMB) 0.3 $374k 5.9k 62.85
Blackrock Enhanced Intl Div Tr Com Bene Inter Cef (BGY) 0.3 $370k 31k 11.97
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $365k 17k 20.94
Mcdonalds Corp Stock (MCD) 0.3 $364k 1.2k 298.50
Jpmorgan Chase & Co Stock (JPM) 0.3 $361k 5.0k 72.55
Coca Cola Stock (KO) 0.2 $327k 698.00 467.83
Ishares Core High Dividend Etf Etf (HDV) 0.2 $322k 3.2k 100.79
Danaher Corp Del Stock (DHR) 0.2 $319k 8.9k 35.93
Johnson & Johnson Stock (JNJ) 0.2 $314k 1.9k 165.54
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.2 $303k 753.00 402.17
Vanguard Consumer Staples Etf Etf (VDC) 0.2 $298k 714.00 417.11
Amazon Stock (AMZN) 0.2 $287k 39k 7.30
State Street Spdr Russell 1000 Yield Focus Etf Etf (ONEY) 0.2 $279k 4.0k 69.19
Schwab U.s. Broad Market Etf Etf (SCHB) 0.2 $274k 5.3k 51.71
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $266k 1.4k 189.96
Western Asset Emerging Mkts De Cef (EMD) 0.2 $263k 17k 15.44
Blackrock Enhanced Equity Divi Cef (BDJ) 0.2 $261k 8.2k 31.96
L3harris Technologies Stock (LHX) 0.2 $245k 1.3k 195.93
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) 0.2 $237k 19k 12.59
M&t Bank Corp Stock (MTB) 0.2 $235k 1.9k 123.76
Cvs Health Corp Stock (CVS) 0.2 $233k 3.4k 69.15
Applied Matls Stock (AMAT) 0.2 $232k 1.6k 144.63
Intuitive Surgical Stock (ISRG) 0.2 $226k 660.00 341.94
Guggenheim Strategic Opportun Com Sbi Cef (GOF) 0.2 $217k 14k 15.90
Crown Castle Reit (CCI) 0.2 $211k 1.9k 113.96
Duff & Phelps Utlity And Infst Cef (DPG) 0.2 $206k 21k 9.73
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.2 $202k 2.8k 72.93
Altria Group Stock (MO) 0.1 $195k 28k 7.11
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.1 $190k 2.0k 93.64
Blackstone Stock (BX) 0.1 $187k 2.0k 93.00
Meta Platforms Inc Cl A Stock (META) 0.1 $185k 759.00 243.88
Enphase Energy Stock (ENPH) 0.1 $184k 1.1k 167.48
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 0.1 $180k 6.7k 26.77
Ssr Mining In Stock (SSRM) 0.1 $178k 13k 14.19
Proshares Ultrashort Qqq Etf (QID) 0.1 $176k 129k 1.37
Propetro Hldg Corp Stock (PUMP) 0.1 $176k 21k 8.24
Wabtec Stock (WAB) 0.1 $176k 1.6k 109.73
Eog Res Stock (EOG) 0.1 $174k 1.5k 114.47
Certara Stock (CERT) 0.1 $171k 9.4k 18.21
Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) 0.1 $170k 12k 14.80
Global X Russell 2000 Covered Call Etf Etf (RYLD) 0.1 $168k 66k 2.56
Braemar Hotels & Resorts Reit (BHR) 0.1 $167k 41k 4.02
Patria Investments Limited Com Cl A Stock (PAX) 0.1 $166k 85k 1.95
Zurn Elkay Water Solns Corp Stock (ZWS) 0.1 $165k 6.1k 26.89
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF) 0.1 $165k 2.5k 65.91
Chart Inds Stock (GTLS) 0.1 $164k 14k 12.05
Allegiant Travel Stock (ALGT) 0.1 $161k 11k 14.70
Icf Intl Stock (ICFI) 0.1 $161k 1.3k 124.39
Walkme Ltd Ord Stock 0.1 $158k 16k 9.60
Abbvie Stock (ABBV) 0.1 $152k 1.1k 134.76
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $150k 1.1k 142.40
Copa Holdings Sa Cl A Stock (CPA) 0.1 $148k 1.3k 110.58
Procter & Gamble Stock (PG) 0.1 $148k 972.00 151.81
Disney Walt Stock (DIS) 0.1 $147k 1.6k 89.28
Azenta Stock (AZTA) 0.1 $145k 3.1k 46.68
Ardaugh Metal Packaging Stock (AMBP) 0.1 $141k 37k 3.76
GDS HLDGS Adr (GDS) 0.1 $140k 13k 10.99
Washington Tr Bancorp Stock (WASH) 0.1 $136k 5.1k 26.82
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.1 $132k 883.00 149.81
Westwood Hldgs Group Stock (WHG) 0.1 $131k 11k 12.40
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $129k 2.6k 49.71
Eastern Bankshares Stock (EBC) 0.1 $123k 10k 12.27
Brookline Bancorp Inc Del Stock 0.1 $121k 14k 8.74
Pgim Short Dur Hig Yld Opp Cef (SDHY) 0.1 $120k 2.8k 43.35
Cadence Bank Stock 0.1 $117k 6.0k 19.33
Pepsico Stock (PEP) 0.1 $116k 625.00 185.35
Ishares Emerging Markets Dividend Etf Etf (DVYE) 0.1 $112k 659.00 170.33
Magnolia Oil & Gas Corp Cl A Stock (MGY) 0.1 $110k 16k 7.03
General Mills Stock (GIS) 0.1 $110k 1.4k 76.72
MKS Stock (MKSI) 0.1 $109k 1.0k 108.20
Darden Restaurants Stock (DRI) 0.1 $107k 6.5k 16.52
3M Stock (MMM) 0.1 $102k 1.0k 100.12
Pubmatic Inc Com Cl A Stock (PUBM) 0.1 $101k 5.5k 18.28
Schrodinger Stock (SDGR) 0.1 $101k 2.1k 49.19
Cryoport Stock (CYRX) 0.1 $101k 5.8k 17.25
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.1 $99k 1.6k 63.60
Vtex Shs Cl A Stock (VTEX) 0.1 $98k 20k 4.80
Blackstone Long Short Cr Incom Com Shs Bn Int Cef (BGX) 0.1 $97k 8.5k 11.34
American Tower Corp Reit (AMT) 0.1 $95k 14k 6.67
Ranger Energy Svcs Inc Com Cl A Stock (RNGR) 0.1 $94k 9.2k 10.24
Elastic N V Ord Stock (ESTC) 0.1 $93k 1.5k 64.12
Zoominfo Technologies Stock (GTM) 0.1 $93k 3.6k 25.39
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $92k 264.00 350.08
Intel Corp Stock (INTC) 0.1 $86k 5.3k 16.31
Maravai Lifesciences Hldgs Inc Com Cl A Stock (MRVI) 0.1 $86k 8.9k 9.69
Allstate Corp Stock (ALL) 0.1 $84k 765.00 109.09
Pfizer Stock (PFE) 0.1 $82k 9.8k 8.31
International Business Machs Stock (IBM) 0.1 $81k 28k 2.85
Oracle Corp Stock (ORCL) 0.1 $77k 650.00 119.09
Automatic Data Processing Stock (ADP) 0.1 $77k 350.00 219.79
Qualcomm Stock (QCOM) 0.1 $77k 5.3k 14.55
Verizon Communications Stock (VZ) 0.1 $75k 5.6k 13.35
Sap Se Adr (SAP) 0.1 $73k 536.00 136.81
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $71k 1.6k 44.15
Cisco Sys Stock (CSCO) 0.1 $70k 1.4k 51.74
Illinois Tool Wks Stock (ITW) 0.1 $70k 279.00 250.16
Rtx Corporation Stock (RTX) 0.1 $68k 692.00 98.05
Broadcom Stock (AVGO) 0.0 $67k 76.00 875.70
Watts Water Technologies Inc Cl A Stock (WTS) 0.0 $63k 340.00 183.73
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $62k 346.00 179.62
Huntington Bancshares Stock (HBAN) 0.0 $61k 5.7k 10.78
Conagra Brands Stock (CAG) 0.0 $59k 1.7k 33.73
Eqt Corp Stock (EQT) 0.0 $58k 1.4k 41.14
Marsh & Mclennan Cos Stock (MRSH) 0.0 $56k 300.00 188.08
Vanguard Mid-cap Etf Etf (VO) 0.0 $51k 231.00 220.16
Tjx Cos Stock (TJX) 0.0 $51k 657.00 77.12
Blackrock Stock (BLK) 0.0 $50k 147.00 338.52
Global X Mlp Etf Etf (MLPA) 0.0 $48k 1.3k 36.74
Ishares Russell 2000 Etf Etf (IWM) 0.0 $47k 253.00 187.27
Newmont Corp Stock (NEM) 0.0 $47k 1.1k 42.69
Fortive Corp Stock (FTV) 0.0 $47k 625.00 74.77
Walmart Stock (WMT) 0.0 $44k 10.00 4442.00
Wisdomtree Emerging Markets Quality Dividend Growth Fund Etf (DGRE) 0.0 $43k 1.9k 22.79
Global X S&p 500 Covered Call Etf Etf (XYLD) 0.0 $41k 6.1k 6.82
Citizens Finl Group Stock (CFG) 0.0 $41k 1.6k 26.08
Costco Wholesale Corporation Stock (COST) 0.0 $41k 107.00 378.72
Akamai Technologies Stock (AKAM) 0.0 $40k 1.4k 29.76
Tesla Stock (TSLA) 0.0 $39k 15k 2.56
Unitedhealth Group Stock (UNH) 0.0 $39k 81.00 480.64
Franklin Resources Stock (BEN) 0.0 $39k 1.5k 26.71
Valvoline Stock (VVV) 0.0 $38k 1.0k 37.51
Kimberly-clark Corp Stock (KMB) 0.0 $36k 260.00 138.06
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.0 $34k 1.1k 31.63
Devon Energy Corp Stock (DVN) 0.0 $33k 681.00 48.38
Asml Hldg Nv N Y Registry Adr (ASML) 0.0 $31k 43.00 724.74
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.0 $30k 588.00 51.47
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $30k 1.4k 20.99
Chevron Corporation Stock (CVX) 0.0 $29k 185.00 157.35
Metlife Stock (MET) 0.0 $28k 500.00 56.53
Moderna Stock (MRNA) 0.0 $24k 200.00 121.50
Lockheed Martin Corp Stock (LMT) 0.0 $23k 5.3k 4.33
Us Bancorp Stock (USB) 0.0 $21k 625.00 33.04
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB) 0.0 $18k 315.00 56.92
Axcelis Technologies Stock (ACLS) 0.0 $17k 95.00 183.33
Thermo Fisher Scientific Stock (TMO) 0.0 $16k 1.9k 8.24
Ashland Stock (ASH) 0.0 $16k 180.00 86.91
Ark Innovation Etf Etf (ARKK) 0.0 $15k 348.00 44.14
Uber Technologies Stock (UBER) 0.0 $15k 351.00 43.17
Ishares Gold Trust Etf (IAU) 0.0 $15k 411.00 36.39
The Cigna Group Stock (CI) 0.0 $14k 577.00 24.80
Visa Inc Com Cl A Stock (V) 0.0 $14k 2.0k 7.30
Mueller Inds Stock (MLI) 0.0 $13k 150.00 87.28
Bank Of Ny Mellon Corp Stock (BNY) 0.0 $12k 279.00 44.52
Wisdomtree Cybersecurity Fund Etf (WCBR) 0.0 $12k 636.00 19.40
Vanguard Small-cap Etf Etf (VB) 0.0 $12k 27k 0.44
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $11k 644.00 17.13
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $9.1k 268.00 34.10
Gibraltar Inds Stock (ROCK) 0.0 $8.8k 5.0k 1.75
Uranium Energy Corp Stock (UEC) 0.0 $8.5k 3.0k 2.81
Ishares Russell 1000 Etf Etf (IWB) 0.0 $8.0k 33.00 243.73
Anheuser Busch Inbev Sa Nv Adr (BUD) 0.0 $7.9k 140.00 56.72
Netflix Stock (NFLX) 0.0 $7.5k 17.00 440.47
Ecolab Stock (ECL) 0.0 $7.5k 40.00 186.70
Bgc Group Inc Cl A Stock (BGC) 0.0 $6.6k 1.5k 4.43
Global X E-commerce Etf Etf (EBIZ) 0.0 $6.6k 357.00 18.52
Boeing Stock (BA) 0.0 $6.5k 31.00 211.16
Chipotle Mexican Grill Stock (CMG) 0.0 $6.4k 3.00 2139.00
Vaneck Digital Transformation Etf Etf (DAPP) 0.0 $6.2k 911.00 6.81
Ishares Floating Rate Bond Etf Etf (FLOT) 0.0 $6.1k 120.00 50.82
Ypf Sociedad Anonima Spon Adr Cl D Adr (YPF) 0.0 $6.0k 400.00 14.89
Canadian Solar Stock (CSIQ) 0.0 $5.8k 150.00 38.69
Salesforce Stock (CRM) 0.0 $5.5k 26.00 211.27
Abbott Laboratories Stock (ABT) 0.0 $5.5k 50.00 109.02
Dell Technologies Inc Cl C Stock (DELL) 0.0 $5.2k 1.6k 3.28
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $4.9k 22.00 221.14
Starbucks Corp Stock (SBUX) 0.0 $4.8k 2.9k 1.64
Nike Inc Cl B Stock (NKE) 0.0 $4.6k 42.00 110.38
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $4.4k 154.00 28.74
Newmark Group Inc Cl A Stock (NMRK) 0.0 $4.3k 695.00 6.22
Waste Mgmt Inc Del Stock (WM) 0.0 $4.2k 24.00 173.42
Pool Corp Stock (POOL) 0.0 $4.1k 11.00 374.64
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $4.1k 73.00 56.36
EMERGING MARKETS INTERNET and eCOMMERCE ETF Etf (EMQQ) 0.0 $4.1k 113.00 35.86
Renaissance Ipo Etf Etf (IPO) 0.0 $4.0k 299.00 13.34
Wells Fargo & Co Stock (WFC) 0.0 $3.6k 85.00 42.68
Alps Medical Breakthroughs Etf Etf (SBIO) 0.0 $3.4k 107.00 31.55
Wisdomtree Biorevolution Fund Etf (WDNA) 0.0 $3.1k 179.00 17.42
Phreesia Stock (PHR) 0.0 $3.1k 716.00 4.33
Ge Aerospace Stock (GE) 0.0 $2.9k 26.00 112.88
Dupont De Nemours Stock 0.0 $2.9k 40.00 71.45
Despegar Com Corp Ord Stock 0.0 $2.6k 375.00 7.05
Fidelity Low Duration Bond Factor Etf Etf (FLDR) 0.0 $2.6k 52.00 50.25
Sanmina Corp Stock (SANM) 0.0 $2.4k 189.00 12.44
V F Corp Stock (VFC) 0.0 $2.3k 120.00 19.09
Cellebrite Di Ltd Ordinary Shares Stock (CLBT) 0.0 $1.8k 250.00 7.20
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $1.8k 615.00 2.90
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $1.3k 10.00 128.20
Keycorp Stock (KEY) 0.0 $1.2k 125.00 9.24
Global X Blockchain Etf Etf (BKCH) 0.0 $1.1k 36.00 30.83
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 0.0 $1.0k 22.00 47.50
Advisorshares Pure Us Cannabis Etf Etf (MSOS) 0.0 $970.007500 175.00 5.54
Grayscale Ethereum Staking Etf Etf (ETHE) 0.0 $964.158100 4.0k 0.24
Amplify Blockchain Technology Etf Etf (BLOK) 0.0 $865.001600 38.00 22.76
Charter Communications Inc Cl A Stock (CHTR) 0.0 $735.000000 2.00 367.50
Ge Healthcare Technologies Stock (GEHC) 0.0 $704.003600 94.00 7.49
908 Devices Stock (MASS) 0.0 $686.000000 100.00 6.86
Ionq Stock (IONQ) 0.0 $513.864000 2.8k 0.18
Defiance Quantum Etf Etf (QTUM) 0.0 $255.782800 98k 0.00
Suncor Energy Stock (SU) 0.0 $175.999800 6.00 29.33
Advanced Micro Devices Stock (AMD) 0.0 $114.000000 1.00 114.00
Exact Sciences Corp Stock 0.0 $94.003200 102.00 0.92
Ford Mtr Stock (F) 0.0 $91.000200 6.00 15.17
Vicor Corp Stock (VICR) 0.0 $56.156000 56k 0.00
Immunitybio Stock (IBRX) 0.0 $33.018300 5.2k 0.01
Canopy Growth Corporation Stock (CGC) 0.0 $13.001600 34.00 0.38
Dianthus Therapeutics Stock 0.0 $8.000000 10.00 0.80
Gevo Inc Com Par Stock (GEVO) 0.0 $6.000000 4.00 1.50
Comcast Corp New Cl A Stock (CMCSA) 0.0 $0 0 0.00
Graphic Packaging Hldg Stock (GPK) 0.0 $0 0 0.00
B & G Foods Stock (BGS) 0.0 $0 0 0.00
Ishares Select Dividend Etf Etf (DVY) 0.0 $0 0 0.00
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $0 0 0.00
Vanguard Information Technology Etf Etf (VGT) 0.0 $0 0 0.00
Prologis Reit (PLD) 0.0 $0 0 0.00
Eversource Energy Stock (ES) 0.0 $0 0 0.00
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.0 $0 0 0.00
First Trust Natural Gas Etf Etf (FCG) 0.0 $0 0 0.00
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $0 0 0.00
Keurig Dr Pepper Stock (KDP) 0.0 $0 0 0.00