Principle Wealth Partners

Principle Wealth Partners as of March 31, 2022

Portfolio Holdings for Principle Wealth Partners

Principle Wealth Partners holds 315 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.1 $68M 387k 174.61
Vanguard Growth Index Fund Etf (VUG) 6.2 $59M 204k 287.60
Vanguard Dividend Appreciation Index Fund Etf (VIG) 5.0 $47M 291k 162.16
Jpmorgan Chase & Co Stock (JPM) 4.8 $46M 338k 136.32
Omega Flex Stock (OFLX) 3.7 $35M 270k 129.87
Microsoft Corp Stock (MSFT) 3.3 $32M 103k 308.31
Amazon Stock (AMZN) 2.5 $24M 7.4k 3260.02
Pfizer Stock (PFE) 2.3 $22M 429k 51.77
Johnson & Johnson Stock (JNJ) 2.0 $19M 108k 177.23
Vanguard International Dividend Appreciation Etf Etf (VIGI) 1.8 $17M 212k 79.05
Amgen Stock (AMGN) 1.8 $17M 69k 241.82
Vanguard High Dividend Yield Etf Etf (VYM) 1.6 $15M 136k 112.25
Raytheon Technologies Corp Stock (RTX) 1.3 $13M 129k 99.07
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.3 $12M 4.4k 2781.25
Procter And Gamble Stock (PG) 1.2 $12M 76k 152.81
Intel Corp Stock (INTC) 1.2 $12M 232k 49.56
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.2 $12M 4.1k 2792.61
Home Depot Stock (HD) 1.2 $11M 38k 299.32
Cisco Sys Stock (CSCO) 1.0 $9.4M 169k 55.76
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.9 $9.0M 184k 49.00
Boeing Stock (BA) 0.9 $8.9M 47k 191.51
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.9 $8.4M 31k 275.65
Visa Inc Com Cl A Stock (V) 0.9 $8.2M 37k 221.76
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $7.6M 22k 352.89
Mcdonalds Corp Stock (MCD) 0.8 $7.3M 29k 247.27
Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $7.3M 92k 78.89
Chevron Corp Stock (CVX) 0.8 $7.2M 44k 162.83
Southern Stock (SO) 0.8 $7.1M 99k 72.51
General Dynamics Corp Stock (GD) 0.7 $6.7M 28k 241.19
Merck & Co Stock (MRK) 0.7 $6.6M 81k 82.05
International Business Machs Stock (IBM) 0.7 $6.4M 49k 130.03
Vanguard Information Technology Index Fund Etf (VGT) 0.7 $6.3M 15k 416.51
Spdr S&p 500 Etf Etf (SPY) 0.7 $6.2M 14k 451.64
Abbvie Stock (ABBV) 0.6 $6.1M 38k 162.10
Tesla Stock (TSLA) 0.6 $6.1M 5.7k 1077.52
Vanguard Small-cap Index Fund Etf (VB) 0.6 $6.1M 29k 212.52
Exxon Mobil Corp Stock (XOM) 0.6 $5.8M 70k 82.59
First Trust Short Duration Managed Municipal Etf Etf (FSMB) 0.6 $5.3M 265k 20.08
Qualcomm Stock (QCOM) 0.5 $5.1M 33k 152.81
3M Stock (MMM) 0.5 $5.1M 34k 148.89
Coca Cola Stock (KO) 0.5 $5.0M 81k 61.99
Conocophillips Stock (COP) 0.5 $5.0M 50k 100.00
Pepsico Stock (PEP) 0.5 $5.0M 30k 167.38
Dow Stock (DOW) 0.5 $4.9M 77k 63.72
Bk Of America Corp Stock (BAC) 0.5 $4.8M 117k 41.22
Vanguard Energy Index Fund Etf (VDE) 0.5 $4.8M 45k 107.05
Waste Mgmt Inc Del Stock (WM) 0.5 $4.7M 30k 158.51
Caterpillar Stock (CAT) 0.5 $4.7M 21k 222.80
Texas Instrs Stock (TXN) 0.5 $4.7M 25k 183.49
Kimberly-clark Corp Stock (KMB) 0.5 $4.7M 38k 123.16
Goldman Sachs Group Stock (GS) 0.5 $4.5M 14k 330.07
Verizon Communications Stock (VZ) 0.5 $4.4M 87k 50.94
Old Dominion Freight Line Stock (ODFL) 0.5 $4.3M 15k 298.69
Invesco Qqq Trust Etf (QQQ) 0.5 $4.3M 12k 362.51
Norfolk Southn Corp Stock (NSC) 0.4 $4.1M 15k 285.19
Emerson Elec Stock (EMR) 0.4 $4.0M 41k 98.04
Ishares Select Dividend Etf Etf (DVY) 0.4 $4.0M 31k 128.12
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.4 $3.9M 104k 37.45
Nvidia Corporation Stock (NVDA) 0.4 $3.9M 14k 272.87
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $3.7M 7.00 528857.14
General Mls Stock (GIS) 0.4 $3.6M 53k 67.72
Philip Morris Intl Stock (PM) 0.4 $3.5M 37k 93.94
Oracle Corp Stock (ORCL) 0.4 $3.5M 42k 82.72
Unitedhealth Group Stock (UNH) 0.4 $3.5M 6.8k 510.00
Allstate Corp Stock (ALL) 0.4 $3.5M 25k 138.50
Industrial Select Sector Spdr Fund Etf (XLI) 0.4 $3.4M 33k 102.97
Archer Daniels Midland Stock (ADM) 0.3 $3.3M 37k 90.26
Kellogg Stock (K) 0.3 $3.2M 49k 64.49
Costco Whsl Corp Stock (COST) 0.3 $3.2M 5.5k 575.86
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.3 $3.2M 62k 50.64
Lowes Cos Stock (LOW) 0.3 $3.1M 15k 202.19
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $3.0M 13k 237.86
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $3.0M 79k 38.32
Disney Walt Stock (DIS) 0.3 $2.9M 22k 137.18
Travelers Companies Stock (TRV) 0.3 $2.9M 16k 182.74
Lockheed Martin Corp Stock (LMT) 0.3 $2.8M 6.4k 441.38
Vanguard Health Care Index Fund Etf (VHT) 0.3 $2.8M 11k 254.42
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $2.8M 20k 137.00
Vanguard Financials Index Fund Etf (VFH) 0.3 $2.7M 29k 93.38
Cummins Stock (CMI) 0.3 $2.6M 13k 205.12
Cvs Health Corp Stock (CVS) 0.3 $2.6M 26k 101.21
Blackstone Stock (BX) 0.3 $2.6M 20k 126.95
Meta Platforms Inc Cl A Stock (META) 0.3 $2.5M 11k 222.41
Ishares Semiconductor Fund Etf (SOXX) 0.3 $2.5M 5.2k 473.36
Automatic Data Processing Stock (ADP) 0.3 $2.5M 11k 227.51
Nextera Energy Stock (NEE) 0.3 $2.4M 28k 84.72
Spdr S&p Dividend Etf Etf (SDY) 0.2 $2.4M 19k 128.09
Duke Energy Corp Stock (DUK) 0.2 $2.4M 21k 111.67
General Electric Stock (GE) 0.2 $2.3M 25k 91.51
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.2 $2.3M 53k 43.76
Phillips 66 Stock (PSX) 0.2 $2.3M 26k 86.39
Ark Innovation Etf Etf (ARKK) 0.2 $2.2M 34k 66.30
Motorola Solutions Stock (MSI) 0.2 $2.2M 8.9k 242.25
Fidelity High Dividend Etf Etf (FDVV) 0.2 $2.2M 52k 41.64
Honeywell Intl Stock (HON) 0.2 $2.1M 11k 194.60
Vanguard S&p 500 Etf Etf (VOO) 0.2 $2.1M 5.0k 415.14
Vanguard Total Stock Market Index Fund Etf (VTI) 0.2 $2.1M 9.1k 227.70
Vanguard Mega Cap Value Etf Etf (MGV) 0.2 $1.8M 17k 107.33
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.2 $1.7M 36k 48.33
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.7M 4.9k 357.38
Grainger W W Stock (GWW) 0.2 $1.7M 3.3k 515.72
Vanguard Total World Stock Index Fund Etf (VT) 0.2 $1.7M 17k 101.27
At&t Stock (T) 0.2 $1.7M 71k 23.62
Danaher Corporation Stock (DHR) 0.2 $1.7M 5.7k 293.40
Thermo Fisher Scientific Stock (TMO) 0.2 $1.7M 2.8k 590.75
Vanguard Value Index Fund Etf (VTV) 0.2 $1.6M 11k 147.79
Union Pac Corp Stock (UNP) 0.2 $1.6M 5.7k 273.25
Eversource Energy Stock (ES) 0.2 $1.5M 17k 88.16
Netflix Stock (NFLX) 0.2 $1.5M 4.0k 374.59
Nike Inc Cl B Stock (NKE) 0.2 $1.5M 11k 134.55
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $1.5M 13k 110.82
Salesforce Stock (CRM) 0.2 $1.4M 6.8k 212.37
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.1 $1.4M 5.7k 248.09
Servicenow Stock (NOW) 0.1 $1.4M 2.6k 556.73
Adobe Systems Incorporated Stock (ADBE) 0.1 $1.3M 2.9k 455.78
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $1.3M 30k 44.41
Us Bancorp Del Stock (USB) 0.1 $1.3M 25k 53.16
Pnc Finl Svcs Group Stock (PNC) 0.1 $1.3M 7.1k 184.43
Ishares U.s. Technology Etf Etf (IYW) 0.1 $1.3M 13k 103.00
American Elec Pwr Stock (AEP) 0.1 $1.3M 13k 99.78
Anthem Stock (ELV) 0.1 $1.2M 2.5k 491.30
Carrier Global Corporation Stock (CARR) 0.1 $1.2M 27k 45.86
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $1.2M 7.5k 158.92
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.1 $1.2M 43k 26.88
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $1.2M 17k 67.10
Zoetis Inc Cl A Stock (ZTS) 0.1 $1.1M 6.0k 188.56
Ishares Biotechnology Fund Etf (IBB) 0.1 $1.1M 8.5k 130.35
Vaneck Semiconductor Etf Etf (SMH) 0.1 $1.1M 4.1k 269.78
Morgan Stanley Stock (MS) 0.1 $1.1M 13k 87.38
Markel Corp Stock (MKL) 0.1 $1.1M 737.00 1474.90
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.1 $1.1M 6.2k 170.81
Magellan Midstream Prtnrs Lp Com Unit Rp Stock 0.1 $1.0M 21k 49.07
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $1.0M 4.6k 227.02
Walmart Stock (WMT) 0.1 $1.0M 7.0k 148.93
Illinois Tool Wks Stock (ITW) 0.1 $1.0M 4.9k 209.34
United Parcel Service Inc Cl B Stock (UPS) 0.1 $1.0M 4.7k 214.59
Glaxosmithkline Adr 0.1 $994k 23k 43.56
American Express Stock (AXP) 0.1 $994k 5.3k 186.87
Bristol-myers Squibb Stock (BMY) 0.1 $988k 14k 73.02
Enterprise Prods Partners Stock (EPD) 0.1 $957k 37k 25.81
Ishares S&p Midcap Fund Etf (IJH) 0.1 $949k 3.5k 268.38
Starbucks Corp Stock (SBUX) 0.1 $944k 10k 90.93
Northrop Grumman Corp Stock (NOC) 0.1 $944k 2.1k 447.18
Unilever Adr (UL) 0.1 $940k 21k 45.55
Lilly Eli & Co Stock (LLY) 0.1 $930k 3.2k 286.42
Tjx Cos Stock (TJX) 0.1 $928k 15k 60.57
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.1 $920k 21k 43.95
Altria Group Stock (MO) 0.1 $916k 18k 52.24
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $901k 11k 81.12
Wells Fargo Stock (WFC) 0.1 $900k 19k 48.44
Spdr Gold Shares Etf (GLD) 0.1 $880k 4.9k 180.66
Otis Worldwide Corp Stock (OTIS) 0.1 $878k 11k 76.94
First Trust Preferred Securities And Income Etf Etf (FPE) 0.1 $871k 46k 19.02
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $858k 11k 76.40
Abbott Labs Stock (ABT) 0.1 $841k 7.1k 118.30
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.1 $823k 14k 60.71
Comcast Corp New Cl A Stock (CMCSA) 0.1 $809k 17k 46.83
Aflac Stock (AFL) 0.1 $790k 12k 64.38
Medtronic Stock (MDT) 0.1 $786k 7.1k 111.02
Parker-hannifin Corp Stock (PH) 0.1 $780k 2.8k 283.64
Eaton Corp Stock (ETN) 0.1 $774k 5.1k 151.74
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $770k 4.9k 157.69
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $762k 15k 50.26
American Tower Corp Reit (AMT) 0.1 $756k 3.0k 251.33
Cme Group Stock (CME) 0.1 $755k 3.2k 237.80
Fulton Finl Corp Pa Stock (FULT) 0.1 $729k 44k 16.63
Air Prods & Chems Stock (APD) 0.1 $719k 2.9k 249.91
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $718k 8.3k 86.58
Colgate Palmolive Stock (CL) 0.1 $710k 9.4k 75.80
Corteva Stock (CTVA) 0.1 $704k 12k 57.46
Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $691k 3.5k 195.86
Target Corp Stock (TGT) 0.1 $680k 3.2k 212.30
Chubb Stock (CB) 0.1 $658k 3.1k 213.84
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $658k 21k 31.85
Blackrock Stock (BLK) 0.1 $652k 854.00 763.47
First Trust Municipal High Income Etf Etf (FMHI) 0.1 $636k 12k 51.18
International Flavors&fragranc Stock (IFF) 0.1 $627k 4.8k 131.36
Intuit Stock (INTU) 0.1 $626k 1.3k 480.80
Washington Tr Bancorp Stock (WASH) 0.1 $625k 12k 52.46
Ishares Gold Trust Etf (IAU) 0.1 $623k 17k 36.81
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $616k 9.1k 67.60
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $603k 1.3k 453.72
Bank New York Mellon Corp Stock (BK) 0.1 $601k 12k 49.67
Invesco Ftse Rafi Us 1500a Small-mida Etf Etf (PRFZ) 0.1 $596k 3.3k 182.54
Csx Corp Stock (CSX) 0.1 $591k 16k 37.46
S&p Global Stock (SPGI) 0.1 $588k 1.4k 410.33
Arrow Electrs Stock (ARW) 0.1 $582k 4.9k 118.65
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $567k 11k 53.37
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.1 $562k 26k 21.52
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.1 $557k 7.4k 75.59
Dominion Energy Stock (D) 0.1 $556k 6.5k 84.91
Stryker Corporation Stock (SYK) 0.1 $546k 1.9k 287.37
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $540k 5.7k 94.84
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) 0.1 $538k 406.00 1325.12
Ishares International Dividend Growth Etf Etf (IGRO) 0.1 $534k 8.2k 65.23
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $534k 15k 36.42
Novartis Adr (NVS) 0.1 $531k 6.1k 87.74
Stanley Black & Decker Stock (SWK) 0.1 $530k 3.8k 139.80
Avangrid Stock (AGR) 0.1 $530k 11k 46.74
Kkr & Co Stock (KKR) 0.1 $517k 8.9k 58.42
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $504k 8.0k 62.76
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $497k 4.0k 125.03
Consolidated Edison Stock (ED) 0.1 $493k 5.2k 94.61
Churchill Downs Stock (CHDN) 0.1 $488k 2.2k 221.82
Dupont De Nemours Stock (DD) 0.1 $488k 6.6k 73.60
Mgm Resorts International Stock (MGM) 0.1 $486k 12k 41.97
Schwab Charles Corp Stock (SCHW) 0.1 $478k 5.7k 84.39
Church & Dwight Stock (CHD) 0.1 $477k 4.8k 99.38
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $476k 4.6k 104.25
Moderna Stock (MRNA) 0.0 $471k 2.7k 172.09
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $469k 4.7k 100.43
Cae Stock (CAE) 0.0 $455k 17k 26.10
Iqvia Hldgs Stock (IQV) 0.0 $444k 1.9k 231.25
M & T Bk Corp Stock (MTB) 0.0 $442k 2.6k 169.48
Hershey Stock (HSY) 0.0 $428k 2.0k 216.38
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $428k 1.5k 277.74
Hologic Stock (HOLX) 0.0 $423k 5.5k 76.91
Prologis Reit (PLD) 0.0 $421k 2.6k 161.43
Clorox Co Del Stock (CLX) 0.0 $420k 3.0k 139.07
First Trust Capital Strength Etf Etf (FTCS) 0.0 $413k 5.3k 78.12
Star Bulk Carriers Corp. Shs Par Stock (SBLK) 0.0 $412k 14k 29.66
Paypal Hldgs Stock (PYPL) 0.0 $412k 3.6k 115.57
Fiserv Stock (FI) 0.0 $407k 4.0k 101.50
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $406k 5.3k 76.33
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $405k 6.1k 66.15
Helios Technologies Stock (HLIO) 0.0 $405k 5.0k 80.31
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $404k 10k 39.86
International Paper Stock (IP) 0.0 $399k 8.6k 46.20
Iron Mtn Reit (IRM) 0.0 $394k 7.1k 55.41
Vanguard Large-cap Index Fund Etf (VV) 0.0 $393k 1.9k 208.27
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $387k 1.3k 288.81
Nuveen Mun High Income Opportu Cef (NMZ) 0.0 $380k 29k 13.00
Alibaba Group Hldg Adr (BABA) 0.0 $373k 3.4k 108.91
General Mtrs Stock (GM) 0.0 $373k 8.5k 43.76
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $371k 3.4k 108.01
Ishares Russell 2000 Etf Etf (IWM) 0.0 $368k 1.8k 205.01
Te Connectivity Stock (TEL) 0.0 $360k 2.7k 131.00
Syndax Pharmaceuticals Stock (SNDX) 0.0 $356k 21k 17.37
Invesco Dwa Momentum Etf Etf (PDP) 0.0 $356k 4.4k 81.00
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $354k 2.1k 165.81
Block H & R Stock (HRB) 0.0 $353k 14k 26.07
Carlyle Group Stock (CG) 0.0 $352k 7.2k 48.89
Linde Stock 0.0 $347k 1.1k 319.52
Hercules Capital Cef (HTGC) 0.0 $347k 19k 18.08
Viatris Stock (VTRS) 0.0 $346k 32k 10.87
Msa Safety Stock (MSA) 0.0 $336k 2.5k 132.54
Vanguard Real Estate Etf Etf (VNQ) 0.0 $333k 3.1k 108.29
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.0 $324k 6.9k 47.27
Intuitive Surgical Stock (ISRG) 0.0 $324k 1.1k 301.68
Lumen Technologies Stock (LUMN) 0.0 $321k 29k 11.28
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.0 $321k 6.6k 48.94
Clearway Energy Inc Cl A Stock (CWEN.A) 0.0 $321k 9.6k 33.32
Crown Castle Intl Corp Reit (CCI) 0.0 $316k 1.7k 184.80
Umpqua Hldgs Corp Stock 0.0 $314k 17k 18.86
Dover Corp Stock (DOV) 0.0 $314k 2.0k 157.00
Spdr Ssga Multi-asset Real Return Etf Etf (RLY) 0.0 $314k 10k 30.87
Analog Devices Stock (ADI) 0.0 $303k 1.8k 165.12
Shell Plc Spon Ads Adr (SHEL) 0.0 $301k 5.7k 52.38
Deere & Co Stock (DE) 0.0 $299k 720.00 415.28
Compass Diversified Sh Ben Int Stock (CODI) 0.0 $299k 13k 23.78
Unum Group Stock (UNM) 0.0 $295k 9.4k 31.53
Gladstone Ld Corp Reit (LAND) 0.0 $291k 8.0k 36.38
Western Un Stock (WU) 0.0 $289k 15k 18.73
Enbridge Stock (ENB) 0.0 $288k 6.2k 46.09
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $288k 853.00 337.63
Xcel Energy Stock (XEL) 0.0 $287k 4.0k 72.11
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $287k 3.3k 85.90
New York Cmnty Bancorp Stock (NYCB) 0.0 $285k 27k 10.73
Paramount Global Class B Stock (PARA) 0.0 $284k 7.5k 37.79
National Retail Properties Reit (NNN) 0.0 $284k 6.3k 45.01
Ford Mtr Co Del Stock (F) 0.0 $282k 17k 16.91
Medical Pptys Trust Reit (MPW) 0.0 $282k 13k 21.16
Fidelity Value Factor Etf Etf (FVAL) 0.0 $282k 5.5k 50.86
Fortress Trans Infrst Invs Llc Com Rep Ltd Liab Stock 0.0 $280k 11k 25.71
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $275k 6.0k 46.19
Navient Corporation Stock (NAVI) 0.0 $269k 16k 17.02
Sl Green Rlty Corp Reit (SLG) 0.0 $266k 3.3k 81.22
Kinder Morgan Inc Del Stock (KMI) 0.0 $266k 14k 18.89
Sabra Health Care Reit Reit (SBRA) 0.0 $263k 18k 14.88
Wec Energy Group Stock (WEC) 0.0 $262k 2.6k 99.66
Cigna Corp Stock (CI) 0.0 $258k 1.1k 239.11
Realty Income Corp Reit (O) 0.0 $257k 3.7k 69.33
Yum Brands Stock (YUM) 0.0 $251k 2.1k 118.40
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $250k 5.7k 43.80
Astrazeneca Adr (AZN) 0.0 $249k 3.8k 66.38
Ishares Msci Eafe Etf Etf (EFA) 0.0 $246k 3.3k 73.48
Raymond James Finl Stock (RJF) 0.0 $245k 2.2k 110.11
Diageo Adr (DEO) 0.0 $242k 1.2k 202.85
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $242k 1.9k 124.49
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $238k 4.8k 49.78
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $236k 3.2k 74.59
Edwards Lifesciences Corp Stock (EW) 0.0 $234k 2.0k 117.82
Truist Finl Corp Stock (TFC) 0.0 $232k 4.1k 56.67
Ishares Russell 1000 Etf Etf (IWB) 0.0 $230k 919.00 250.27
Williams Cos Stock (WMB) 0.0 $230k 6.9k 33.38
Ishares Tips Bond Etf Etf (TIP) 0.0 $228k 1.8k 124.59
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) 0.0 $224k 4.7k 47.86
B & G Foods Stock (BGS) 0.0 $221k 8.2k 27.02
Foot Locker Stock (FL) 0.0 $221k 7.5k 29.60
Becton Dickinson & Co Stock (BDX) 0.0 $220k 828.00 265.70
Oneok Stock (OKE) 0.0 $212k 3.0k 70.55
Eog Res Stock (EOG) 0.0 $212k 1.8k 119.44
Global X Autonomous & Electric Vehicles Etf Etf (DRIV) 0.0 $211k 7.7k 27.53
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $209k 4.6k 45.93
Prudential Finl Stock (PRU) 0.0 $209k 1.8k 118.15
Omega Healthcare Invs Reit (OHI) 0.0 $208k 6.7k 31.10
Spdr S&p Biotech Etf Etf (XBI) 0.0 $206k 2.3k 89.76
Texas Pacific Land Corporation Stock (TPL) 0.0 $203k 150.00 1353.33
Gilead Sciences Stock (GILD) 0.0 $203k 3.4k 59.36
Baxter Intl Stock (BAX) 0.0 $202k 2.6k 77.54
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.0 $200k 13k 15.62
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Annaly Capital Management Reit 0.0 $70k 10k 7.00
22nd Centy Group Stock 0.0 $23k 10k 2.30