Pensionmark Financial Group

Pensionmark Financial Group as of June 30, 2023

Portfolio Holdings for Pensionmark Financial Group

Pensionmark Financial Group holds 262 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
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 6.8 $35M 729k 48.21
Ishares Tr S&p 500 Grwt Etf (IVW) 5.9 $31M 435k 70.48
Ishares Tr S&p Mc 400gr Etf (IJK) 5.1 $27M 354k 75.00
Ishares Tr S&P SML 600 GWT (IJT) 4.8 $25M 217k 114.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.8 $19M 259k 74.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.6 $19M 520k 35.65
Ishares Tr Core Msci Total (IXUS) 3.5 $18M 289k 62.62
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.0 $15M 74k 205.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $15M 65k 229.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $12M 27k 444.91
Ishares Tr Core S&p500 Etf (IVV) 2.3 $12M 27k 445.72
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.3 $12M 249k 48.06
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 2.2 $11M 57k 197.45
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.7 $8.6M 53k 163.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $8.1M 22k 369.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $7.8M 107k 72.62
Ishares Tr U S Equity Factr (LRGF) 1.4 $7.4M 165k 44.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $7.0M 87k 81.08
Ishares Tr Core Total Usd (IUSB) 1.3 $6.7M 146k 45.47
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $5.1M 51k 99.65
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 1.0 $5.0M 230k 21.85
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.0 $5.0M 141k 35.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $4.8M 105k 46.16
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $4.5M 60k 74.33
Apple (AAPL) 0.8 $3.9M 20k 193.97
Ishares Msci Emerg Mrkt (EEMV) 0.7 $3.5M 64k 54.98
Ishares Tr Core Msci Eafe (IEFA) 0.7 $3.5M 52k 67.50
Ishares Tr National Mun Etf (MUB) 0.7 $3.4M 32k 106.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.3M 8.1k 408.85
Wal-Mart Stores (WMT) 0.6 $3.2M 21k 157.18
Vanguard Index Fds Value Etf (VTV) 0.6 $3.2M 23k 142.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $3.2M 24k 134.87
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.6 $3.0M 96k 30.91
Proshares Tr Ultrapro Qqq (TQQQ) 0.6 $3.0M 72k 41.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $2.9M 39k 75.66
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.6 $2.9M 85k 34.22
Innovator Etfs Tr Laddered Alc Bfr (BUFB) 0.5 $2.8M 107k 26.13
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $2.7M 28k 96.60
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $2.6M 27k 95.41
Ishares Tr Mbs Etf (MBB) 0.5 $2.6M 28k 93.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.5M 30k 84.49
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $2.3M 101k 22.90
Amazon (AMZN) 0.4 $2.3M 18k 130.36
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $2.2M 21k 107.13
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.4 $2.2M 44k 49.72
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $2.1M 13k 158.56
Innovator Etfs Tr Defined Wlt Shld (BALT) 0.4 $2.1M 76k 27.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $2.0M 20k 97.84
Ishares Tr Eafe Value Etf (EFV) 0.4 $1.9M 39k 48.94
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $1.9M 24k 79.52
Ishares Tr Core Div Grwth (DGRO) 0.4 $1.9M 37k 51.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.8M 25k 72.69
Tesla Motors (TSLA) 0.3 $1.8M 6.8k 261.77
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.3 $1.8M 68k 26.07
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.7M 7.8k 220.16
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $1.7M 93k 18.37
Ishares Core Msci Emkt (IEMG) 0.3 $1.7M 35k 49.29
Select Sector Spdr Tr Energy (XLE) 0.3 $1.7M 21k 81.17
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.7M 6.0k 282.96
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.7M 17k 97.46
Chevron Corporation (CVX) 0.3 $1.7M 11k 157.34
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.6M 8.0k 198.90
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.6M 21k 76.96
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.6M 15k 108.87
Select Sector Spdr Tr Technology (XLK) 0.3 $1.5M 8.7k 173.86
Ea Series Trust Strive 1000 Div (STXD) 0.3 $1.5M 53k 27.46
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $1.4M 20k 71.65
At&t (T) 0.3 $1.4M 88k 15.95
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.4M 27k 50.17
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.3M 6.1k 220.29
Microsoft Corporation (MSFT) 0.3 $1.3M 3.9k 340.51
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $1.3M 41k 31.67
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.3M 13k 97.95
Innovator Etfs Tr Prem Incm 20 Bar (APRH) 0.2 $1.3M 50k 25.28
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.2M 31k 39.21
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) 0.2 $1.2M 38k 32.28
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $1.2M 48k 25.01
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.2 $1.2M 19k 63.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.2M 23k 50.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.2M 29k 40.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.1M 21k 52.37
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.1M 15k 75.23
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $1.1M 22k 48.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.0M 23k 46.18
Exxon Mobil Corporation (XOM) 0.2 $1.0M 9.7k 107.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.0M 6.6k 157.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.0M 6.8k 149.64
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.0M 9.4k 107.62
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $978k 21k 45.99
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $949k 14k 69.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $946k 6.8k 138.37
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $939k 6.0k 156.39
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $918k 2.7k 344.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $898k 8.9k 100.63
Spdr Gold Tr Gold Shs (GLD) 0.2 $897k 5.0k 178.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $882k 2.6k 341.00
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.2 $871k 31k 27.77
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $855k 8.8k 97.60
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $841k 66k 12.70
Home Depot (HD) 0.2 $834k 2.7k 310.64
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.2 $826k 25k 33.55
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $809k 13k 62.27
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $807k 17k 46.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $804k 2.9k 275.18
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.2 $797k 24k 33.47
Southwest Airlines (LUV) 0.2 $782k 22k 36.39
Ishares Tr Faln Angls Usd (FALN) 0.1 $775k 31k 25.37
Vanguard World Mega Cap Index (MGC) 0.1 $742k 4.7k 156.46
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $737k 8.8k 84.17
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $733k 11k 67.09
Accenture Plc Ireland Shs Class A (ACN) 0.1 $700k 2.3k 308.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $700k 4.2k 165.39
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $691k 4.5k 152.25
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.1 $678k 22k 30.90
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $673k 19k 35.95
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $672k 13k 50.57
Ishares Silver Tr Ishares (SLV) 0.1 $637k 31k 20.89
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $631k 4.4k 144.26
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $618k 5.6k 110.77
JPMorgan Chase & Co. (JPM) 0.1 $598k 4.1k 145.44
Proshares Tr Ultrpro Dow30 (UDOW) 0.1 $590k 9.9k 59.67
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $587k 26k 22.74
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $586k 13k 46.91
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $575k 12k 48.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $569k 7.5k 75.57
Danaher Corporation (DHR) 0.1 $557k 2.3k 240.27
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $554k 5.9k 94.28
Sherwin-Williams Company (SHW) 0.1 $550k 2.1k 265.52
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $542k 2.7k 201.56
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $542k 6.0k 90.78
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $538k 11k 47.79
Arrowhead Pharmaceuticals (ARWR) 0.1 $534k 15k 35.66
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $519k 1.5k 349.73
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $517k 11k 47.17
Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $507k 11k 47.38
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $504k 6.7k 75.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $501k 8.9k 56.08
Ishares Tr Modert Alloc Etf (AOM) 0.1 $494k 12k 40.41
NVIDIA Corporation (NVDA) 0.1 $493k 1.2k 423.10
Ishares Gold Tr Ishares New (IAU) 0.1 $490k 14k 36.39
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $487k 5.8k 84.47
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.1 $482k 14k 33.44
Tyson Foods Cl A (TSN) 0.1 $472k 9.2k 51.04
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $459k 6.3k 73.03
Visa Com Cl A (V) 0.1 $455k 1.9k 237.48
Innovator Etfs Tr Growth Accele (QTAP) 0.1 $453k 15k 29.77
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $449k 6.1k 73.32
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $445k 6.1k 72.93
3M Company (MMM) 0.1 $439k 4.4k 100.09
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.1 $431k 10k 41.50
Procter & Gamble Company (PG) 0.1 $424k 2.8k 151.76
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $420k 6.9k 60.91
Coca-Cola Company (KO) 0.1 $411k 6.8k 60.68
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $409k 9.0k 45.42
Sun Communities (SUI) 0.1 $403k 3.1k 131.39
Merck & Co (MRK) 0.1 $395k 3.4k 116.12
Broadcom (AVGO) 0.1 $394k 454.00 867.92
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $392k 6.3k 62.65
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $391k 8.6k 45.60
Innovator Etfs Tr Prem Incm 30 Bar (APRJ) 0.1 $389k 16k 25.07
Innovator Etfs Tr Us Equity Accele (XBAP) 0.1 $379k 13k 28.96
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $378k 5.0k 75.10
Ishares Tr Esg Aware Msci (ESML) 0.1 $377k 11k 35.52
Ishares Tr Us Consm Staples (IYK) 0.1 $376k 1.9k 200.26
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $375k 5.7k 65.44
Ishares Msci Gbl Etf New (PICK) 0.1 $373k 9.2k 40.46
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $373k 6.4k 58.66
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $372k 2.3k 161.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $368k 7.1k 51.70
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $365k 8.6k 42.28
Ishares Tr Agency Bond Etf (AGZ) 0.1 $363k 3.4k 106.97
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $362k 3.0k 122.60
Meta Platforms Cl A (META) 0.1 $358k 1.2k 286.98
Global X Fds Lithium Btry Etf (LIT) 0.1 $358k 5.5k 65.23
Cisco Systems (CSCO) 0.1 $356k 6.9k 51.74
UnitedHealth (UNH) 0.1 $356k 741.00 480.40
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $355k 9.4k 37.70
Spdr Ser Tr Hlth Cr Equip (XHE) 0.1 $355k 3.6k 98.41
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $352k 8.3k 42.58
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $348k 2.5k 140.80
Ishares Tr Select Divid Etf (DVY) 0.1 $340k 3.0k 113.30
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $340k 12k 27.77
Vanguard Index Fds Large Cap Etf (VV) 0.1 $338k 1.7k 202.71
Intel Corporation (INTC) 0.1 $334k 10k 33.44
Amgen (AMGN) 0.1 $334k 1.5k 222.02
Vanguard World Mega Grwth Ind (MGK) 0.1 $333k 1.4k 235.32
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $332k 3.8k 86.55
Peakstone Realty Trust Common Shares (PKST) 0.1 $323k 12k 28.14
Johnson & Johnson (JNJ) 0.1 $321k 1.9k 165.50
Oracle Corporation (ORCL) 0.1 $321k 2.7k 119.09
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $317k 3.0k 104.04
Lululemon Athletica (LULU) 0.1 $316k 835.00 378.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $316k 3.3k 96.98
McDonald's Corporation (MCD) 0.1 $314k 1.1k 298.41
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.1 $314k 19k 16.84
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $314k 5.5k 57.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $310k 7.1k 43.80
Ishares Tr Us Infrastruc (IFRA) 0.1 $308k 7.9k 39.08
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.1 $307k 3.7k 83.65
Rbc Cad (RY) 0.1 $298k 3.1k 95.51
Chipotle Mexican Grill (CMG) 0.1 $297k 139.00 2139.00
Ishares Esg Awr Msci Em (ESGE) 0.1 $290k 9.2k 31.63
Eli Lilly & Co. (LLY) 0.1 $287k 612.00 469.05
Innovator Etfs Tr Power Buffer Set (PSTP) 0.1 $287k 11k 27.31
Verizon Communications (VZ) 0.1 $281k 7.6k 37.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $281k 5.9k 47.42
Cadence Design Systems (CDNS) 0.1 $280k 1.2k 234.52
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $278k 2.9k 95.08
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $276k 3.5k 78.36
Airbnb Com Cl A (ABNB) 0.1 $264k 2.1k 128.16
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $262k 1.0k 254.79
Cion Invt Corp (CION) 0.1 $262k 25k 10.38
MPLX Com Unit Rep Ltd (MPLX) 0.1 $261k 7.7k 33.94
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $259k 5.2k 49.85
Ishares Tr Us Aer Def Etf (ITA) 0.0 $258k 2.2k 116.69
Rivian Automotive Com Cl A (RIVN) 0.0 $256k 15k 16.66
MercadoLibre (MELI) 0.0 $256k 216.00 1184.60
Waste Management (WM) 0.0 $253k 1.5k 173.42
Lockheed Martin Corporation (LMT) 0.0 $252k 548.00 460.38
Invesco Actively Managed Etf Total Return (GTO) 0.0 $251k 5.4k 46.46
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $248k 5.1k 48.16
Alphabet Cap Stk Cl A (GOOGL) 0.0 $248k 2.1k 119.70
Texas Instruments Incorporated (TXN) 0.0 $245k 1.4k 180.02
Abbott Laboratories (ABT) 0.0 $245k 2.2k 109.02
Advanced Micro Devices (AMD) 0.0 $244k 2.1k 113.91
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $239k 3.2k 74.92
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $237k 1.4k 169.85
BlackRock (BLK) 0.0 $233k 337.00 691.53
Raytheon Technologies Corp (RTX) 0.0 $228k 2.3k 97.96
Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $228k 7.4k 30.69
Enbridge (ENB) 0.0 $223k 6.0k 37.15
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $223k 3.5k 63.12
Medtronic SHS (MDT) 0.0 $222k 2.5k 88.72
Strategy Newfound Reslv (ROMO) 0.0 $217k 8.4k 25.82
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.0 $214k 6.3k 34.11
Usa Compression Partners Comunit Ltdpar (USAC) 0.0 $212k 11k 19.74
Alphabet Cap Stk Cl C (GOOG) 0.0 $212k 1.8k 120.97
FedEx Corporation (FDX) 0.0 $212k 851.00 248.73
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $212k 15k 14.10
Vaneck Etf Trust Long Muni Etf (MLN) 0.0 $211k 12k 17.95
Starbucks Corporation (SBUX) 0.0 $208k 2.1k 99.06
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $207k 2.6k 78.26
Schlumberger Com Stk (SLB) 0.0 $202k 4.1k 49.37
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $202k 6.1k 32.85
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.0 $202k 5.7k 35.11
Adobe Systems Incorporated (ADBE) 0.0 $201k 411.00 488.99
Regions Financial Corporation (RF) 0.0 $200k 11k 18.03
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $196k 18k 10.96
Carnival Corp Common Stock (CCL) 0.0 $192k 10k 18.83
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $168k 11k 15.36
Sofi Technologies (SOFI) 0.0 $166k 20k 8.34
CVB Financial (CVBF) 0.0 $165k 12k 13.28
Ford Motor Company (F) 0.0 $157k 10k 15.13
Blackrock Muniyield Quality Fund (MQY) 0.0 $151k 13k 11.61
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $148k 13k 11.58
Rithm Capital Corp Com New (RITM) 0.0 $143k 15k 9.60
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $136k 13k 10.88
Loop Media Com New (LPTV) 0.0 $100k 42k 2.39
Suncoke Energy (SXC) 0.0 $80k 10k 8.02
Ammo (POWW) 0.0 $60k 28k 2.13
Nutex Health 0.0 $41k 97k 0.42
Pitney Bowes (PBI) 0.0 $35k 10k 3.54