Principle Wealth Partners

Principle Wealth Partners as of June 30, 2021

Portfolio Holdings for Principle Wealth Partners

Principle Wealth Partners holds 311 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jpmorgan Chase & Co Stock (JPM) 5.9 $52M 334k 155.54
Vanguard Growth Index Fund Etf (VUG) 5.8 $51M 179k 286.81
Apple Stock (AAPL) 5.8 $51M 372k 136.96
Omega Flex Stock (OFLX) 5.1 $45M 306k 146.71
Vanguard Dividend Appreciation Index Fund Etf (VIG) 5.0 $44M 287k 154.79
Microsoft Corp Stock (MSFT) 3.3 $29M 106k 270.90
Amazon Stock (AMZN) 2.7 $24M 6.9k 3440.18
Johnson & Johnson Stock (JNJ) 2.0 $18M 109k 164.74
Amgen Stock (AMGN) 1.9 $17M 69k 243.75
Pfizer Stock (PFE) 1.8 $16M 414k 39.16
Vanguard International Dividend Appreciation Etf Etf (VIGI) 1.7 $15M 175k 87.48
Vanguard High Dividend Yield Etf Etf (VYM) 1.7 $15M 140k 104.77
Intel Corp Stock (INTC) 1.5 $13M 230k 56.14
Home Depot Stock (HD) 1.4 $12M 38k 318.90
Boeing Stock (BA) 1.3 $12M 49k 239.55
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.2 $11M 4.5k 2441.80
Raytheon Technologies Corp Stock (RTX) 1.2 $11M 127k 85.31
Procter And Gamble Stock (PG) 1.2 $10M 77k 134.93
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.2 $10M 4.1k 2506.41
Visa Inc Com Cl A Stock (V) 1.1 $9.6M 41k 233.82
Cisco Sys Stock (CSCO) 1.0 $8.9M 169k 53.00
Ark Innovation Etf Etf (ARKK) 0.9 $7.9M 60k 130.79
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.8 $7.3M 28k 262.38
Spdr S&p 500 Etf Etf (SPY) 0.8 $7.2M 17k 428.06
International Business Machs Stock (IBM) 0.8 $6.8M 46k 146.59
Merck & Co Stock (MRK) 0.7 $6.4M 83k 77.78
Mcdonalds Corp Stock (MCD) 0.7 $6.4M 28k 230.99
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $6.1M 22k 277.90
Southern Stock (SO) 0.7 $6.0M 99k 60.51
3M Stock (MMM) 0.7 $5.8M 29k 198.64
Vanguard Information Technology Index Fund Etf (VGT) 0.6 $5.6M 14k 398.78
Kimberly-clark Corp Stock (KMB) 0.6 $5.1M 38k 133.77
Verizon Communications Stock (VZ) 0.6 $5.0M 90k 56.09
General Dynamics Corp Stock (GD) 0.6 $5.0M 27k 188.25
Qualcomm Stock (QCOM) 0.6 $4.9M 34k 142.94
Bk Of America Corp Stock (BAC) 0.5 $4.8M 117k 41.23
Chevron Corp Stock (CVX) 0.5 $4.7M 45k 104.73
Goldman Sachs Group Stock (GS) 0.5 $4.7M 12k 379.54
First Trust Short Duration Managed Municipal Etf Etf (FSMB) 0.5 $4.6M 220k 20.91
Exxon Mobil Corp Stock (XOM) 0.5 $4.5M 72k 63.07
Pepsico Stock (PEP) 0.5 $4.5M 31k 148.15
Dow Stock (DOW) 0.5 $4.4M 70k 63.28
Invesco Qqq Trust Etf (QQQ) 0.5 $4.4M 12k 354.41
Texas Instrs Stock (TXN) 0.5 $4.4M 23k 192.29
Coca Cola Stock (KO) 0.5 $4.4M 81k 54.11
Abbvie Stock (ABBV) 0.5 $4.3M 38k 112.63
Caterpillar Stock (CAT) 0.5 $4.2M 19k 217.61
Tesla Stock (TSLA) 0.5 $4.0M 5.9k 679.62
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.5 $4.0M 79k 51.05
Facebook Inc Cl A Stock (META) 0.5 $4.0M 11k 347.69
Old Dominion Freight Line Stock (ODFL) 0.4 $3.9M 15k 253.77
Waste Mgmt Inc Del Stock (WM) 0.4 $3.9M 28k 140.10
Norfolk Southn Corp Stock (NSC) 0.4 $3.8M 14k 265.40
Emerson Elec Stock (EMR) 0.4 $3.8M 39k 96.24
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $3.8M 9.00 418555.56
Philip Morris Intl Stock (PM) 0.4 $3.6M 36k 99.12
Disney Walt Stock (DIS) 0.4 $3.6M 20k 175.77
Ishares Select Dividend Etf Etf (DVY) 0.4 $3.6M 31k 116.63
At&t Stock (T) 0.4 $3.5M 121k 28.78
Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $3.4M 45k 75.61
Industrial Select Sector Spdr Fund Etf (XLI) 0.4 $3.3M 32k 102.40
Allstate Corp Stock (ALL) 0.4 $3.3M 25k 130.43
Lowes Cos Stock (LOW) 0.4 $3.2M 17k 193.95
Vanguard Small-cap Index Fund Etf (VB) 0.4 $3.1M 14k 225.26
Nvidia Corporation Stock (NVDA) 0.4 $3.1M 3.9k 800.05
Conocophillips Stock (COP) 0.3 $3.0M 50k 60.91
General Mls Stock (GIS) 0.3 $3.0M 49k 60.92
Vanguard Health Care Index Fund Etf (VHT) 0.3 $2.9M 12k 247.14
General Electric Stock 0.3 $2.8M 207k 13.46
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $2.8M 22k 125.93
Spdr S&p Dividend Etf Etf (SDY) 0.3 $2.7M 22k 122.28
Vanguard Financials Index Fund Etf (VFH) 0.3 $2.7M 29k 90.44
Netflix Stock (NFLX) 0.3 $2.6M 5.0k 528.20
Unitedhealth Group Stock (UNH) 0.3 $2.6M 6.5k 400.46
Kellogg Stock (K) 0.3 $2.6M 40k 64.32
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.3 $2.5M 54k 45.67
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $2.5M 67k 36.69
Travelers Companies Stock (TRV) 0.3 $2.4M 16k 149.72
Spdr Gold Shares Etf (GLD) 0.3 $2.3M 14k 165.62
Costco Whsl Corp Stock (COST) 0.3 $2.3M 5.8k 395.60
Phillips 66 Stock (PSX) 0.3 $2.3M 26k 85.82
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $2.3M 9.5k 237.39
Automatic Data Processing Stock (ADP) 0.3 $2.2M 11k 198.59
Vanguard Total World Stock Index Fund Etf (VT) 0.3 $2.2M 21k 103.60
Cvs Health Corp Stock (CVS) 0.2 $2.1M 26k 83.43
Archer Daniels Midland Stock (ADM) 0.2 $2.1M 35k 60.61
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $2.0M 40k 50.75
Duke Energy Corp Stock (DUK) 0.2 $2.0M 21k 98.73
Lockheed Martin Corp Stock (LMT) 0.2 $2.0M 5.4k 378.34
Honeywell Intl Stock (HON) 0.2 $2.0M 9.3k 219.34
Vanguard Total Stock Market Index Fund Etf (VTI) 0.2 $2.0M 8.9k 222.82
Blackstone Group Stock (BX) 0.2 $1.9M 20k 97.14
Motorola Solutions Stock (MSI) 0.2 $1.9M 8.9k 216.85
Fidelity High Dividend Etf Etf (FDVV) 0.2 $1.9M 51k 37.69
Oracle Corp Stock (ORCL) 0.2 $1.8M 23k 77.83
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.7M 4.8k 365.14
Vanguard Value Index Fund Etf (VTV) 0.2 $1.7M 12k 137.49
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $1.7M 12k 147.70
Nike Inc Cl B Stock (NKE) 0.2 $1.7M 11k 154.51
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $1.7M 15k 109.52
Nextera Energy Stock (NEE) 0.2 $1.7M 23k 73.29
Unilever Adr (UL) 0.2 $1.6M 28k 58.51
Cummins Stock (CMI) 0.2 $1.6M 6.4k 243.84
Danaher Corporation Stock (DHR) 0.2 $1.5M 5.7k 268.28
Grainger W W Stock (GWW) 0.2 $1.5M 3.4k 438.07
Pnc Finl Svcs Group Stock (PNC) 0.2 $1.5M 7.6k 190.78
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $1.4M 28k 50.35
Thermo Fisher Scientific Stock (TMO) 0.2 $1.4M 2.8k 504.61
Eversource Energy Stock (ES) 0.2 $1.4M 18k 80.24
Vanguard Mega Cap Value Etf Etf (MGV) 0.2 $1.4M 14k 99.61
Glaxosmithkline Adr 0.2 $1.4M 34k 39.83
Servicenow Stock (NOW) 0.2 $1.3M 2.4k 549.63
Carrier Global Corporation Stock (CARR) 0.1 $1.3M 27k 48.60
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.1 $1.3M 25k 50.91
Union Pac Corp Stock (UNP) 0.1 $1.3M 5.9k 219.95
Ishares U.s. Technology Etf Etf (IYW) 0.1 $1.3M 13k 99.43
Ark Genomic Revolution Etf Etf (ARKG) 0.1 $1.3M 14k 92.52
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $1.2M 30k 41.96
Ishares Biotechnology Fund Etf (IBB) 0.1 $1.2M 7.5k 163.63
Morgan Stanley Stock (MS) 0.1 $1.2M 13k 91.68
Magellan Midstream Prtnrs Lp Com Unit Rp Stock 0.1 $1.1M 23k 48.89
Zoetis Inc Cl A Stock (ZTS) 0.1 $1.1M 6.0k 186.40
Illinois Tool Wks Stock (ITW) 0.1 $1.1M 5.0k 223.49
Adobe Systems Incorporated Stock (ADBE) 0.1 $1.1M 1.9k 585.44
Bristol-myers Squibb Stock (BMY) 0.1 $1.1M 16k 66.85
Starbucks Corp Stock (SBUX) 0.1 $1.1M 9.4k 111.82
Walmart Stock (WMT) 0.1 $1.0M 7.4k 140.95
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $1.0M 17k 60.93
Tjx Cos Stock (TJX) 0.1 $1.0M 15k 67.42
Paypal Hldgs Stock (PYPL) 0.1 $1.0M 3.5k 291.54
Comcast Corp New Cl A Stock (CMCSA) 0.1 $998k 18k 57.04
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.1 $993k 6.2k 160.32
Wells Fargo Stock (WFC) 0.1 $968k 21k 45.29
American Express Stock (AXP) 0.1 $966k 5.8k 165.35
Abbott Labs Stock (ABT) 0.1 $965k 8.3k 115.89
Anthem Stock (ELV) 0.1 $962k 2.5k 381.75
Salesforce Stock (CRM) 0.1 $951k 3.9k 244.28
Otis Worldwide Corp Stock (OTIS) 0.1 $946k 12k 81.78
United Parcel Service Inc Cl B Stock (UPS) 0.1 $918k 4.4k 207.94
Enterprise Prods Partners Stock (EPD) 0.1 $910k 38k 24.12
Markel Corp Stock (MKL) 0.1 $875k 737.00 1187.25
Us Bancorp Del Stock (USB) 0.1 $860k 15k 57.00
American Tower Corp Reit (AMT) 0.1 $855k 3.2k 270.06
Moderna Stock (MRNA) 0.1 $854k 3.6k 234.94
Vanguard S&p 500 Etf Etf (VOO) 0.1 $851k 2.2k 393.44
Parker-hannifin Corp Stock (PH) 0.1 $845k 2.8k 307.27
Air Prods & Chems Stock (APD) 0.1 $819k 2.8k 287.67
American Elec Pwr Stock (AEP) 0.1 $802k 9.5k 84.62
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.1 $801k 29k 27.21
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.1 $787k 12k 64.52
Northrop Grumman Corp Stock (NOC) 0.1 $778k 2.1k 363.38
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $774k 11k 67.98
Colgate Palmolive Stock (CL) 0.1 $770k 9.5k 81.38
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $765k 5.8k 132.58
Lilly Eli & Co Stock (LLY) 0.1 $745k 3.2k 229.58
First Trust Preferred Securities And Income Etf Etf (FPE) 0.1 $744k 36k 20.59
Aflac Stock (AFL) 0.1 $742k 14k 53.65
Stanley Black & Decker Stock (SWK) 0.1 $720k 3.5k 204.95
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $719k 4.8k 150.70
International Flavors&fragranc Stock (IFF) 0.1 $719k 4.8k 149.48
Alibaba Group Hldg Adr (BABA) 0.1 $717k 3.2k 226.76
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.1 $712k 30k 23.46
Eaton Corp Stock (ETN) 0.1 $712k 4.8k 148.15
Altria Group Stock (MO) 0.1 $708k 15k 47.67
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $703k 22k 31.90
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $698k 8.4k 82.83
Ishares S&p Midcap Fund Etf (IJH) 0.1 $692k 2.6k 268.63
Fulton Finl Corp Pa Stock (FULT) 0.1 $692k 44k 15.78
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $686k 8.6k 79.95
Blackrock Stock (BLK) 0.1 $685k 783.00 874.84
Arrow Electrs Stock (ARW) 0.1 $683k 6.0k 113.83
Cme Group Stock (CME) 0.1 $675k 3.2k 212.60
Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $654k 3.6k 182.63
Cae Stock (CAE) 0.1 $628k 20k 30.81
Target Corp Stock (TGT) 0.1 $627k 2.6k 241.90
Novartis Adr (NVS) 0.1 $621k 6.8k 91.24
Bank New York Mellon Corp Stock (BK) 0.1 $620k 12k 51.24
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $620k 16k 39.32
Stryker Corporation Stock (SYK) 0.1 $619k 2.4k 259.76
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.1 $607k 2.1k 289.74
Washington Tr Bancorp Stock (WASH) 0.1 $604k 12k 51.36
S&p Global Stock (SPGI) 0.1 $604k 1.5k 410.61
General Mtrs Stock (GM) 0.1 $590k 10k 59.14
Ishares Gold Trust Etf (IAU) 0.1 $571k 17k 33.73
Medtronic Stock (MDT) 0.1 $561k 4.5k 124.03
Clorox Co Del Stock (CLX) 0.1 $560k 3.1k 179.95
Avangrid Stock (AGR) 0.1 $555k 11k 51.44
Viatris Stock (VTRS) 0.1 $553k 39k 14.29
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $548k 4.6k 120.15
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $545k 21k 26.62
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $541k 4.8k 113.23
Roku Inc Com Cl A Stock (ROKU) 0.1 $540k 1.2k 459.18
Kkr & Co Stock (KKR) 0.1 $524k 8.9k 59.21
Corteva Stock (CTVA) 0.1 $520k 12k 44.32
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $516k 5.7k 90.62
First Trust Capital Strength Etf Etf (FTCS) 0.1 $510k 6.8k 75.51
Csx Corp Stock (CSX) 0.1 $506k 16k 32.09
Dover Corp Stock (DOV) 0.1 $502k 3.3k 150.52
Mgm Resorts International Stock (MGM) 0.1 $494k 12k 42.66
Chubb Stock (CB) 0.1 $491k 3.1k 158.90
Intuit Stock (INTU) 0.1 $490k 1.0k 490.00
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $488k 7.8k 62.49
Dominion Energy Stock (D) 0.1 $482k 6.5k 73.61
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $472k 1.1k 430.26
Ishares Russell 2000 Etf Etf (IWM) 0.1 $470k 2.0k 229.49
Iqvia Hldgs Stock (IQV) 0.1 $465k 1.9k 242.19
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 0.1 $464k 8.7k 53.62
Dupont De Nemours Stock (DD) 0.1 $462k 6.0k 77.35
Royal Gold Stock (RGLD) 0.1 $458k 4.0k 114.16
Helios Technologies Stock (HLIO) 0.1 $456k 5.8k 78.03
Nuveen Mun High Income Opportu Cef (NMZ) 0.1 $447k 29k 15.38
Ishares U.s. Healthcare Etf Etf (IYH) 0.1 $442k 1.6k 272.84
M & T Bk Corp Stock (MTB) 0.0 $436k 3.0k 145.43
Churchill Downs Stock (CHDN) 0.0 $436k 2.2k 198.18
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $436k 9.7k 45.14
Fiserv Stock (FI) 0.0 $429k 4.0k 106.98
Msa Safety Stock (MSA) 0.0 $420k 2.5k 165.68
Dmc Global Stock (BOOM) 0.0 $416k 7.4k 56.27
Church & Dwight Stock (CHD) 0.0 $409k 4.8k 85.21
Schwab Charles Corp Stock (SCHW) 0.0 $403k 5.5k 72.74
Invesco Dwa Momentum Etf Etf (PDP) 0.0 $394k 4.4k 89.65
Navient Corporation Stock (NAVI) 0.0 $392k 20k 19.33
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $387k 5.3k 72.76
Te Connectivity Ltd Reg Stock (TEL) 0.0 $372k 2.7k 135.37
Vanguard Large-cap Index Fund Etf (VV) 0.0 $371k 1.9k 200.54
Hologic Stock (HOLX) 0.0 $367k 5.5k 66.73
B & G Foods Stock (BGS) 0.0 $366k 11k 32.80
Ishares Russell 1000 Etf Etf (IWB) 0.0 $361k 1.5k 241.79
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $355k 6.5k 54.31
Dell Technologies Inc Cl C Stock (DELL) 0.0 $353k 3.5k 99.66
Syndax Pharmaceuticals Stock (SNDX) 0.0 $352k 21k 17.17
Lumen Technologies Stock (LUMN) 0.0 $346k 26k 13.57
Hershey Stock (HSY) 0.0 $344k 2.0k 174.09
Umpqua Hldgs Corp Stock 0.0 $344k 19k 18.47
Carlyle Group Stock (CG) 0.0 $335k 7.2k 46.53
Linde Stock 0.0 $334k 1.2k 289.18
Crown Castle Intl Corp Reit (CCI) 0.0 $334k 1.7k 195.32
Spdr S&p Biotech Etf Etf (XBI) 0.0 $328k 2.4k 135.43
Intuitive Surgical Stock (ISRG) 0.0 $328k 357.00 918.77
Viacomcbs Inc Cl B Stock (PARA) 0.0 $327k 7.2k 45.23
Alexion Pharmaceuticals Stock 0.0 $326k 1.8k 183.97
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $326k 2.1k 158.48
Consolidated Edison Stock (ED) 0.0 $325k 4.5k 71.74
Hercules Capital Cef (HTGC) 0.0 $324k 19k 17.08
Sabra Health Care Reit Reit (SBRA) 0.0 $322k 18k 18.22
Block H & R Stock (HRB) 0.0 $318k 14k 23.49
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.0 $318k 3.8k 82.77
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $317k 3.3k 94.94
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $313k 2.8k 113.16
Fortress Trans Infrst Invs Llc Com Rep Ltd Liab Stock 0.0 $312k 9.3k 33.51
Prologis Reit (PLD) 0.0 $312k 2.6k 119.63
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $312k 5.7k 54.66
Pacwest Bancorp Del Stock 0.0 $308k 7.5k 41.09
Enbridge Stock (ENB) 0.0 $307k 7.7k 39.99
Iron Mtn Reit (IRM) 0.0 $301k 7.1k 42.33
Omega Healthcare Invs Reit (OHI) 0.0 $298k 8.2k 36.35
First Trust Managed Municipal Etf Etf (FMB) 0.0 $297k 5.2k 57.32
Quadratic Interest Rate Volatility And Inflation Hedge Etf Etf (IVOL) 0.0 $296k 11k 27.66
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $294k 1.6k 178.83
New York Cmnty Bancorp Stock (NYCB) 0.0 $293k 27k 11.03
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.0 $286k 6.5k 44.07
Analog Devices Stock (ADI) 0.0 $284k 1.7k 172.12
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $281k 1.0k 271.76
Compass Diversified Sh Ben Int Stock (CODI) 0.0 $273k 11k 25.54
Vse Corp Stock (VSEC) 0.0 $273k 5.5k 49.52
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $270k 3.7k 73.57
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $270k 2.0k 132.09
Deere & Co Stock (DE) 0.0 $269k 763.00 352.56
Medical Pptys Trust Reit (MPW) 0.0 $268k 13k 20.11
Fidelity Value Factor Etf Etf (FVAL) 0.0 $267k 5.6k 48.00
Realty Income Corp Reit (O) 0.0 $267k 4.0k 66.72
Ishares Msci Eafe Etf Etf (EFA) 0.0 $266k 3.4k 78.93
Unum Group Stock (UNM) 0.0 $266k 9.4k 28.43
National Retail Properties Reit (NNN) 0.0 $265k 5.7k 46.86
Xcel Energy Stock (XEL) 0.0 $262k 4.0k 65.83
Cigna Corp Stock (CI) 0.0 $260k 1.1k 236.58
Terex Corp Stock (TEX) 0.0 $258k 5.4k 47.55
Nektar Therapeutics Stock (NKTR) 0.0 $257k 15k 17.13
Sl Green Rlty Corp Reit 0.0 $254k 3.2k 80.15
Gilead Sciences Stock (GILD) 0.0 $254k 3.7k 68.89
Kinder Morgan Inc Del Stock (KMI) 0.0 $253k 14k 18.23
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $253k 857.00 295.22
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $244k 3.4k 72.04
Yum Brands Stock (YUM) 0.0 $244k 2.1k 115.09
Clearway Energy Inc Cl A Stock (CWEN.A) 0.0 $243k 9.6k 25.22
Wec Energy Group Stock (WEC) 0.0 $243k 2.7k 88.82
Interpublic Group Cos Stock (IPG) 0.0 $241k 7.4k 32.48
First Trust Nasdaq Clean Edge Green Energy Etf Etf (QCLN) 0.0 $237k 3.4k 69.10
Arvinas Stock (ARVN) 0.0 $236k 3.1k 77.00
Baxter Intl Stock (BAX) 0.0 $235k 2.9k 80.59
Ishares Tips Bond Etf Etf (TIP) 0.0 $234k 1.8k 127.87
Spdr Nuveen Bloomberg Barclays Municipal Bond Etf Etf (TFI) 0.0 $230k 4.4k 52.06
Diageo Adr (DEO) 0.0 $229k 1.2k 191.95
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $228k 3.0k 77.29
Ppl Corp Stock (PPL) 0.0 $227k 8.1k 27.97
Raymond James Finl Stock (RJF) 0.0 $227k 1.8k 129.71
V F Corp Stock (VFC) 0.0 $218k 2.7k 81.99
Organon & Co Stock (OGN) 0.0 $218k 7.2k 30.30
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $216k 599.00 360.60
Truist Finl Corp Stock (TFC) 0.0 $214k 3.9k 55.58
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $213k 2.6k 80.93
Becton Dickinson & Co Stock (BDX) 0.0 $212k 872.00 243.12
Royal Dutch Shell Plc Spons Adr A Adr 0.0 $209k 5.2k 40.37
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.0 $208k 13k 16.25
Edwards Lifesciences Corp Stock (EW) 0.0 $206k 2.0k 103.73
Ark Next Generation Internet Etf Etf (ARKW) 0.0 $202k 1.3k 154.32
Texas Pacific Land Corporation Stock (TPL) 0.0 $200k 125.00 1600.00
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $200k 3.2k 63.21
Invesco Preferred Etf Etf (PGX) 0.0 $187k 12k 15.28
Ford Mtr Co Del Stock (F) 0.0 $178k 12k 14.83
Annaly Capital Management Reit 0.0 $89k 10k 8.90