Principle Wealth Partners

Principle Wealth Partners as of Sept. 30, 2022

Portfolio Holdings for Principle Wealth Partners

Principle Wealth Partners holds 293 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corp Stock (CVX) 7.7 $64M 42k 1522.10
Apple Stock (AAPL) 6.2 $52M 379k 138.20
Vanguard Dividend Appreciation Etf Etf (VIG) 5.2 $44M 322k 135.16
Vanguard Growth Etf Etf (VUG) 4.6 $38M 179k 213.95
Jpmorgan Chase & Co Stock (JPM) 4.4 $37M 351k 104.50
Microsoft Corp Stock (MSFT) 2.9 $24M 104k 232.90
Pfizer Stock (PFE) 2.3 $19M 433k 43.76
Amazon Stock (AMZN) 2.2 $19M 166k 113.00
Omega Flex Stock (OFLX) 2.1 $18M 192k 92.62
Johnson & Johnson Stock (JNJ) 2.1 $18M 107k 163.36
Amgen Stock (AMGN) 1.9 $16M 70k 225.40
Vanguard High Dividend Yield Index Etf Etf (VYM) 1.7 $14M 152k 94.88
Mcdonalds Corp Stock (MCD) 1.7 $14M 62k 230.75
Vanguard S&p 500 Growth Etf Etf (VOOG) 1.6 $13M 64k 208.56
Home Depot Stock (HD) 1.3 $11M 39k 275.95
Raytheon Technologies Corp Stock (RTX) 1.3 $11M 130k 81.86
Procter And Gamble Stock (PG) 1.1 $9.6M 76k 126.25
Schwab Us Dividend Equity Etf Etf (SCHD) 1.1 $9.3M 140k 66.43
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $8.3M 87k 95.65
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.0 $8.2M 85k 96.15
Vanguard Energy Etf Etf (VDE) 0.9 $7.6M 75k 101.58
Cisco Sys Stock (CSCO) 0.9 $7.4M 186k 40.00
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.9 $7.1M 223k 32.01
Intel Corp Stock (INTC) 0.8 $6.8M 265k 25.77
Visa Inc Com Cl A Stock (V) 0.8 $6.8M 38k 177.66
Southern Stock (SO) 0.8 $6.5M 95k 68.00
International Business Machs Stock (IBM) 0.7 $6.2M 52k 118.81
Exxon Mobil Corp Stock (XOM) 0.7 $6.2M 71k 87.30
Merck & Co Stock (MRK) 0.7 $6.1M 71k 86.12
Goldman Sachs Group Stock (GS) 0.7 $5.9M 20k 293.03
General Dynamics Corp Stock (GD) 0.7 $5.9M 28k 212.18
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $5.9M 22k 266.99
Invesco S&p Smallcap Value With Momentum Etf Etf (XSVM) 0.7 $5.6M 135k 41.20
Vanguard Information Technology Etf Etf (VGT) 0.6 $5.2M 17k 307.39
3M Stock (MMM) 0.6 $5.2M 47k 110.51
Vanguard Mid-cap Etf Etf (VO) 0.6 $5.1M 27k 187.96
Conocophillips Stock (COP) 0.6 $5.1M 50k 102.34
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $4.9M 14k 357.18
Abbvie Stock (ABBV) 0.6 $4.9M 37k 134.21
Boeing Stock (BA) 0.6 $4.8M 40k 121.09
Pepsico Stock (PEP) 0.6 $4.7M 29k 163.27
Tesla Stock (TSLA) 0.6 $4.6M 18k 265.24
Waste Mgmt Inc Del Stock (WM) 0.5 $4.6M 29k 160.22
Kimberly-clark Corp Stock (KMB) 0.5 $4.5M 40k 112.55
Energy Select Sector Spdr Fund Etf (XLE) 0.5 $4.4M 61k 72.01
Coca Cola Stock (KO) 0.5 $4.3M 78k 56.02
Texas Instrs Stock (TXN) 0.5 $4.3M 28k 154.80
Qualcomm Stock (QCOM) 0.5 $4.2M 37k 112.98
Caterpillar Stock (CAT) 0.5 $4.0M 25k 164.09
Oracle Corp Stock (ORCL) 0.5 $3.9M 65k 61.07
Ishares Select Dividend Etf Etf (DVY) 0.4 $3.8M 35k 107.21
Cummins Stock (CMI) 0.4 $3.7M 18k 203.53
Dow Stock (DOW) 0.4 $3.6M 83k 43.93
General Mls Stock (GIS) 0.4 $3.6M 47k 76.62
Bk Of America Corp Stock (BAC) 0.4 $3.6M 118k 30.20
Unitedhealth Group Stock (UNH) 0.4 $3.4M 6.8k 504.98
Verizon Communications Stock (VZ) 0.4 $3.4M 90k 37.97
Allstate Corp Stock (ALL) 0.4 $3.1M 25k 124.52
Vanguard Mega Cap Value Etf Etf (MGV) 0.4 $3.1M 34k 89.92
Philip Morris Intl Stock (PM) 0.4 $3.1M 37k 83.01
Nvidia Corporation Stock (NVDA) 0.4 $3.0M 25k 121.41
First Trust Short Duration Managed Municipal Etf Etf (FSMB) 0.4 $3.0M 153k 19.50
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $3.0M 17k 179.48
Emerson Elec Stock (EMR) 0.4 $3.0M 40k 73.23
Kellogg Stock (K) 0.3 $2.9M 42k 69.65
Old Dominion Freight Line Stock (ODFL) 0.3 $2.9M 12k 248.78
Norfolk Southn Corp Stock (NSC) 0.3 $2.9M 14k 209.63
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $2.8M 7.00 406428.57
Invesco Qqq Trust Etf (QQQ) 0.3 $2.8M 11k 267.29
Lowes Cos Stock (LOW) 0.3 $2.8M 15k 187.78
Costco Whsl Corp Stock (COST) 0.3 $2.7M 5.8k 472.29
Archer Daniels Midland Stock (ADM) 0.3 $2.7M 34k 80.44
Cigna Corp Stock (CI) 0.3 $2.7M 9.6k 277.43
Vanguard Small-cap Etf Etf (VB) 0.3 $2.7M 16k 170.91
Cvs Health Corp Stock (CVS) 0.3 $2.6M 28k 95.35
Nextera Energy Stock (NEE) 0.3 $2.6M 33k 78.40
Lockheed Martin Corp Stock (LMT) 0.3 $2.6M 6.6k 386.25
Travelers Companies Stock (TRV) 0.3 $2.5M 16k 153.22
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $2.5M 21k 121.09
Honeywell Intl Stock (HON) 0.3 $2.5M 15k 166.99
Automatic Data Processing Stock (ADP) 0.3 $2.4M 11k 226.22
Fidelity Total Bond Etf Etf (FBND) 0.3 $2.4M 55k 44.44
Vanguard Health Care Etf Etf (VHT) 0.3 $2.4M 11k 223.71
Disney Walt Stock (DIS) 0.3 $2.3M 25k 94.34
Vanguard Value Etf Etf (VTV) 0.3 $2.2M 17k 123.47
Phillips 66 Stock (PSX) 0.3 $2.1M 27k 80.71
Vanguard Financials Etf Etf (VFH) 0.3 $2.1M 29k 74.44
Spdr S&p Dividend Etf Etf (SDY) 0.2 $2.1M 19k 111.48
Vanguard S&p 500 Etf Etf (VOO) 0.2 $2.0M 6.2k 328.33
Motorola Solutions Stock (MSI) 0.2 $2.0M 8.9k 224.01
Duke Energy Corp Stock (DUK) 0.2 $1.8M 19k 93.02
Blackstone Stock (BX) 0.2 $1.8M 21k 83.71
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.2 $1.7M 28k 62.28
Industrial Select Sector Spdr Fund Etf (XLI) 0.2 $1.7M 21k 82.85
Fidelity High Dividend Etf Etf (FDVV) 0.2 $1.7M 52k 33.02
Blackrock Stock 0.2 $1.7M 3.1k 550.13
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $1.5M 49k 30.36
Danaher Corporation Stock (DHR) 0.2 $1.5M 5.7k 258.29
Grainger W W Stock (GWW) 0.2 $1.4M 2.9k 489.07
Eversource Energy Stock (ES) 0.2 $1.4M 18k 77.99
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.4M 4.8k 284.22
Thermo Fisher Scientific Stock (TMO) 0.2 $1.3M 2.7k 506.97
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $1.3M 15k 91.18
Meta Platforms Inc Cl A Stock (META) 0.2 $1.3M 9.7k 135.71
Salesforce Stock (CRM) 0.2 $1.3M 9.0k 143.87
General Electric Stock (GE) 0.2 $1.3M 21k 61.89
Fidelity Stocks For Inflation Etf Etf (FCPI) 0.1 $1.3M 45k 28.16
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $1.2M 7.4k 164.79
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $1.2M 32k 37.68
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $1.2M 20k 57.79
American Elec Pwr Stock (AEP) 0.1 $1.2M 13k 86.42
Union Pac Corp Stock (UNP) 0.1 $1.1M 5.9k 194.84
Elevance Health Stock (ELV) 0.1 $1.1M 2.5k 454.40
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.1 $1.1M 18k 61.98
Lilly Eli & Co Stock (LLY) 0.1 $1.0M 3.2k 323.38
Us Bancorp Del Stock (USB) 0.1 $1.0M 26k 40.32
Starbucks Corp Stock (SBUX) 0.1 $1.0M 12k 84.29
Morgan Stanley Stock (MS) 0.1 $995k 13k 79.04
Pnc Finl Svcs Group Stock (PNC) 0.1 $979k 6.6k 149.42
Tjx Cos Stock (TJX) 0.1 $977k 16k 62.14
Magellan Midstream Prtnrs Lp Com Unit Rp Stock 0.1 $964k 20k 47.49
Northrop Grumman Corp Stock (NOC) 0.1 $964k 2.1k 470.24
Servicenow Stock (NOW) 0.1 $961k 2.5k 377.75
Adobe Systems Incorporated Stock (ADBE) 0.1 $952k 3.5k 275.14
Ishares U.s. Technology Etf Etf (IYW) 0.1 $924k 13k 73.38
Carrier Global Corporation Stock (CARR) 0.1 $914k 26k 35.56
American Express Stock (AXP) 0.1 $904k 6.4k 142.18
Bristol-myers Squibb Stock (BMY) 0.1 $903k 13k 71.11
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $903k 16k 57.81
Zoetis Inc Cl A Stock (ZTS) 0.1 $894k 6.0k 148.26
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $887k 17k 52.01
Medtronic Stock (MDT) 0.1 $885k 11k 80.77
Vanguard Total World Stock Etf Etf (VT) 0.1 $874k 11k 78.85
Illinois Tool Wks Stock (ITW) 0.1 $866k 4.8k 180.60
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $865k 7.3k 118.79
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.1 $860k 6.2k 138.84
Netflix Stock (NFLX) 0.1 $821k 3.5k 235.38
Nike Inc Cl B Stock (NKE) 0.1 $805k 9.7k 83.12
Ishares Biotechnology Etf Etf (IBB) 0.1 $804k 6.9k 116.95
Markel Corp Stock (MKL) 0.1 $799k 737.00 1084.12
Abbott Labs Stock (ABT) 0.1 $781k 8.1k 96.77
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $773k 3.5k 219.35
Ark Innovation Etf Etf (ARKK) 0.1 $770k 20k 37.72
Eaton Corp Stock (ETN) 0.1 $755k 5.7k 133.37
United Parcel Service Inc Cl B Stock (UPS) 0.1 $746k 4.6k 161.53
Wells Fargo Stock (WFC) 0.1 $741k 18k 40.20
Walmart Stock (WMT) 0.1 $727k 5.6k 129.73
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $717k 14k 50.27
Prudential Finl Stock (PRU) 0.1 $716k 8.3k 85.81
Otis Worldwide Corp Stock (OTIS) 0.1 $708k 11k 63.84
Corteva Stock (CTVA) 0.1 $696k 12k 57.13
Invesco Dwa Smallcap Momentum Etf Etf (DWAS) 0.1 $695k 10k 68.47
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.1 $695k 21k 32.55
Fulton Finl Corp Pa Stock (FULT) 0.1 $693k 44k 15.81
Unilever Adr (UL) 0.1 $686k 16k 43.81
Parker-hannifin Corp Stock (PH) 0.1 $676k 2.8k 242.38
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.1 $668k 19k 35.47
Aflac Stock (AFL) 0.1 $668k 12k 56.17
Enterprise Prods Partners Stock (EPD) 0.1 $642k 27k 23.78
American Tower Corp Reit (AMT) 0.1 $634k 3.0k 214.62
Air Prods & Chems Stock (APD) 0.1 $632k 2.7k 232.87
Spdr Gold Shares Etf (GLD) 0.1 $632k 4.1k 154.56
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $621k 4.9k 127.18
At&t Stock (T) 0.1 $614k 40k 15.34
Vanguard Consumer Staples Etf Etf (VDC) 0.1 $606k 3.5k 171.77
M & T Bk Corp Stock (MTB) 0.1 $586k 3.3k 176.35
Altria Group Stock (MO) 0.1 $584k 15k 40.39
Cme Group Stock (CME) 0.1 $562k 3.2k 177.01
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $562k 15k 37.82
Chubb Stock (CB) 0.1 $560k 3.1k 182.00
Paypal Hldgs Stock (PYPL) 0.1 $556k 6.5k 86.07
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $555k 8.3k 66.92
Washington Tr Bancorp Stock (WASH) 0.1 $554k 12k 46.50
Bank New York Mellon Corp Stock (BK) 0.1 $539k 14k 38.50
Spdr Ssga Multi-asset Real Return Etf Etf (RLY) 0.1 $534k 21k 25.93
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ) 0.1 $520k 3.6k 145.62
Colgate Palmolive Stock (CL) 0.1 $510k 7.3k 70.21
Ishares Gold Trust Etf (IAU) 0.1 $508k 16k 31.51
Comcast Corp New Cl A Stock (CMCSA) 0.1 $503k 17k 29.34
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $494k 11k 44.45
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $492k 19k 25.75
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $491k 5.6k 87.24
First Trust Preferred Securities & Income Etf Etf (FPE) 0.1 $482k 29k 16.70
Target Corp Stock (TGT) 0.1 $482k 3.2k 148.35
Avangrid Stock 0.1 $472k 11k 41.72
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $471k 1.3k 358.99
Intuit Stock (INTU) 0.1 $466k 1.2k 387.69
Fiserv Stock (FI) 0.1 $458k 4.9k 93.47
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $455k 5.7k 79.91
Arrow Electrs Stock (ARW) 0.1 $452k 4.9k 92.15
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $452k 4.4k 101.62
Stryker Corporation Stock (SYK) 0.1 $446k 2.2k 202.64
Dominion Energy Stock (D) 0.1 $446k 6.4k 69.17
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $440k 8.0k 54.79
S&p Global Stock (SPGI) 0.1 $438k 1.4k 305.65
International Flavors&fragranc Stock (IFF) 0.1 $432k 4.8k 90.79
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $430k 14k 31.68
Consolidated Edison Stock (ED) 0.1 $427k 5.0k 85.78
International Paper Stock (IP) 0.0 $418k 13k 31.72
Hershey Stock (HSY) 0.0 $412k 1.9k 220.44
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $412k 22k 19.07
Csx Corp Stock (CSX) 0.0 $408k 15k 26.62
Schwab Charles Corp Stock (SCHW) 0.0 $407k 5.7k 71.86
Churchill Downs Stock (CHDN) 0.0 $405k 2.2k 184.09
Novartis Adr (NVS) 0.0 $405k 5.3k 76.10
First Trust Capital Strength Etf Etf (FTCS) 0.0 $405k 6.1k 66.42
Vanguard Large-cap Etf Etf (VV) 0.0 $386k 2.4k 163.35
Kkr & Co Stock (KKR) 0.0 $381k 8.9k 43.05
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $366k 4.7k 78.37
Unum Group Stock (UNM) 0.0 $363k 9.4k 38.80
GSK Adr (GSK) 0.0 $363k 12k 29.45
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $360k 5.0k 71.49
First Trust Municipal High Income Etf Etf (FMHI) 0.0 $356k 7.8k 45.38
Hologic Stock (HOLX) 0.0 $355k 5.5k 64.55
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $352k 1.7k 210.15
Clorox Co Del Stock (CLX) 0.0 $349k 2.7k 128.31
Iqvia Hldgs Stock (IQV) 0.0 $348k 1.9k 181.25
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $348k 7.0k 50.04
Mgm Resorts International Stock (MGM) 0.0 $344k 12k 29.71
Church & Dwight Stock (CHD) 0.0 $343k 4.8k 71.46
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.0 $336k 8.6k 38.88
Baxter Intl Stock (BAX) 0.0 $334k 6.2k 53.83
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $331k 1.3k 253.25
Dupont De Nemours Stock (DD) 0.0 $329k 6.5k 50.40
Moderna Stock (MRNA) 0.0 $325k 2.7k 118.40
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $321k 5.5k 57.90
Ishares Russell 2000 Etf Etf (IWM) 0.0 $318k 1.9k 164.94
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $313k 4.6k 68.51
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) 0.0 $301k 250.00 1204.00
Carlyle Group Stock (CG) 0.0 $301k 12k 25.88
Invesco Dwa Momentum Etf Etf (PDP) 0.0 $297k 4.4k 67.58
Linde Stock 0.0 $293k 1.1k 269.80
Te Connectivity Stock 0.0 $292k 2.6k 110.48
General Mtrs Stock (GM) 0.0 $290k 9.0k 32.12
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $290k 2.1k 135.83
Mativ Holdings Stock (MATV) 0.0 $290k 13k 22.09
Umpqua Hldgs Corp Stock 0.0 $285k 17k 17.12
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $284k 3.8k 74.95
Prologis Reit (PLD) 0.0 $283k 2.8k 101.58
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $282k 3.4k 82.58
Clearway Energy Inc Cl A Stock (CWEN.A) 0.0 $280k 9.6k 29.06
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $277k 5.4k 51.24
Deere & Co Stock (DE) 0.0 $273k 819.00 333.33
Shell Plc Spon Ads Adr (SHEL) 0.0 $272k 5.7k 47.34
Texas Pacific Land Corporation Stock (TPL) 0.0 $272k 153.00 1777.78
Iron Mtn Inc Del Reit (IRM) 0.0 $266k 6.1k 43.97
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $261k 1.0k 257.65
Analog Devices Stock (ADI) 0.0 $256k 1.8k 139.51
Msa Safety Stock (MSA) 0.0 $256k 2.3k 109.17
Xcel Energy Stock (XEL) 0.0 $255k 4.0k 64.07
Helios Technologies Stock (HLIO) 0.0 $255k 5.0k 50.57
Alibaba Group Hldg Adr (BABA) 0.0 $253k 3.2k 80.01
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $253k 3.3k 75.73
National Retail Properties Reit (NNN) 0.0 $252k 6.3k 39.94
Wec Energy Group Stock (WEC) 0.0 $248k 2.8k 89.53
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $245k 1.3k 195.06
Star Bulk Carriers Corp. Shs Par Stock (SBLK) 0.0 $243k 14k 17.49
Kinder Morgan Inc Del Stock (KMI) 0.0 $234k 14k 16.62
Ardagh Metal Packaging S A Stock (AMBP) 0.0 $233k 48k 4.84
Dover Corp Stock (DOV) 0.0 $233k 2.0k 116.50
Sabra Health Care Reit Reit (SBRA) 0.0 $232k 18k 13.13
Foot Locker Stock (FL) 0.0 $232k 7.5k 31.08
Navient Corporation Stock (NAVI) 0.0 $232k 16k 14.68
Eog Res Stock (EOG) 0.0 $232k 2.1k 111.81
Stanley Black & Decker Stock (SWK) 0.0 $232k 3.1k 75.35
Enbridge Stock (ENB) 0.0 $232k 6.2k 37.13
Ford Mtr Co Del Stock (F) 0.0 $232k 21k 11.20
Viatris Stock (VTRS) 0.0 $230k 27k 8.53
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $226k 3.6k 62.94
Yum Brands Stock (YUM) 0.0 $225k 2.1k 106.13
American Eagle Outfitters Stock (AEO) 0.0 $223k 23k 9.75
Cae Stock (CAE) 0.0 $222k 15k 15.33
Fidelity Value Factor Etf Etf (FVAL) 0.0 $222k 5.5k 40.04
Hercules Capital Cef (HTGC) 0.0 $222k 19k 11.57
Raymond James Finl Stock (RJF) 0.0 $220k 2.2k 98.88
Easterly Govt Pptys Reit (DEA) 0.0 $219k 14k 15.77
Ishares Tips Bond Etf Etf (TIP) 0.0 $218k 2.1k 104.86
Diageo Adr (DEO) 0.0 $216k 1.3k 169.68
Compass Diversified Sh Ben Int Stock (CODI) 0.0 $216k 12k 18.05
Devon Energy Corp Stock (DVN) 0.0 $215k 3.6k 60.06
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $209k 3.2k 65.58
Western Un Stock (WU) 0.0 $208k 15k 13.48
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.0 $207k 5.8k 35.93
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $207k 1.7k 119.24
Realty Income Corp Reit (O) 0.0 $207k 3.6k 58.29
Astrazeneca Adr (AZN) 0.0 $206k 3.8k 54.92
Intuitive Surgical Stock (ISRG) 0.0 $201k 1.1k 187.15
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.0 $168k 13k 13.12
Fortress Trans Infrst Invs Llc Cl A Stock 0.0 $163k 11k 14.97
Invesco Preferred Etf Etf (PGX) 0.0 $145k 12k 11.85
Medical Pptys Trust Reit (MPW) 0.0 $142k 12k 11.86
Nektar Therapeutics Stock (NKTR) 0.0 $48k 15k 3.20
22nd Centy Group Stock 0.0 $9.0k 10k 0.90