Principle Wealth Partners

Principle Wealth Partners as of Dec. 31, 2022

Portfolio Holdings for Principle Wealth Partners

Principle Wealth Partners holds 312 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Appreciation Etf Etf (VIG) 5.6 $49M 323k 151.85
Apple Stock (AAPL) 5.6 $49M 377k 129.93
Jpmorgan Chase & Co Stock (JPM) 5.4 $48M 354k 134.10
Vanguard Growth Etf Etf (VUG) 3.0 $27M 125k 213.11
Schwab Us Dividend Equity Etf Etf (SCHD) 3.0 $26M 345k 75.54
Microsoft Corp Stock (MSFT) 2.9 $25M 105k 239.82
Pfizer Stock (PFE) 2.5 $22M 424k 51.24
Johnson & Johnson Stock (JNJ) 2.1 $19M 107k 176.65
Amgen Stock (AMGN) 2.1 $18M 69k 262.64
Omega Flex Stock (OFLX) 2.0 $18M 192k 93.32
Vanguard High Dividend Yield Index Etf Etf (VYM) 1.9 $17M 153k 108.21
Mcdonalds Corp Stock (MCD) 1.9 $16M 62k 263.53
Amazon Stock (AMZN) 1.6 $14M 165k 84.00
Raytheon Technologies Corp Stock (RTX) 1.4 $13M 126k 100.92
Home Depot Stock (HD) 1.4 $12M 39k 315.86
Procter And Gamble Stock (PG) 1.3 $12M 76k 151.56
Vanguard S&p 500 Growth Etf Etf (VOOG) 1.2 $10M 50k 210.94
Fidelity Total Bond Etf Etf (FBND) 1.1 $9.5M 211k 45.02
Vanguard Energy Etf Etf (VDE) 1.0 $9.0M 75k 121.28
Cisco Sys Stock (CSCO) 1.0 $8.8M 186k 47.64
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.9 $8.3M 231k 35.86
Visa Inc Com Cl A Stock (V) 0.9 $8.0M 39k 207.76
Exxon Mobil Corp Stock (XOM) 0.9 $7.8M 71k 110.30
Merck & Co Stock (MRK) 0.9 $7.7M 69k 110.95
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.9 $7.7M 87k 88.23
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.9 $7.6M 86k 88.73
Boeing Stock (BA) 0.8 $7.4M 39k 190.49
International Business Machs Stock (IBM) 0.8 $7.4M 53k 140.89
Chevron Corp Stock (CVX) 0.8 $7.3M 40k 179.49
Vanguard Total Stock Market Etf Etf (VTI) 0.8 $7.0M 37k 191.19
Goldman Sachs Group Stock (GS) 0.8 $7.0M 20k 343.37
Spdr S&p 500 Etf Trust Etf (SPY) 0.8 $6.9M 18k 382.42
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $6.9M 22k 308.89
General Dynamics Corp Stock (GD) 0.8 $6.7M 27k 248.11
Intel Corp Stock (INTC) 0.8 $6.7M 255k 26.43
Southern Stock (SO) 0.7 $6.6M 93k 71.41
Invesco S&p Smallcap Value With Momentum Etf Etf (XSVM) 0.7 $6.5M 143k 45.74
Vanguard Mid-cap Etf Etf (VO) 0.7 $6.2M 30k 203.81
Vanguard Information Technology Etf Etf (VGT) 0.7 $6.1M 19k 319.42
Conocophillips Stock (COP) 0.7 $5.9M 50k 118.00
Energy Select Sector Spdr Fund Etf (XLE) 0.6 $5.6M 64k 87.47
Caterpillar Stock (CAT) 0.6 $5.6M 23k 239.56
Abbvie Stock (ABBV) 0.6 $5.6M 35k 161.61
Kimberly-clark Corp Stock (KMB) 0.6 $5.6M 41k 135.75
Oracle Corp Stock (ORCL) 0.6 $5.4M 66k 81.74
Pepsico Stock (PEP) 0.6 $5.2M 29k 180.66
Coca Cola Stock (KO) 0.6 $5.1M 80k 63.61
Schwab International Dividend Equity Etf Etf (SCHY) 0.6 $5.0M 222k 22.42
3M Stock (MMM) 0.6 $5.0M 41k 119.92
Cigna Corp Stock (CI) 0.5 $4.8M 15k 331.35
Texas Instrs Stock (TXN) 0.5 $4.7M 28k 165.22
Qualcomm Stock (QCOM) 0.5 $4.4M 40k 109.94
Cummins Stock (CMI) 0.5 $4.3M 18k 242.29
Waste Mgmt Inc Del Stock (WM) 0.5 $4.1M 26k 156.88
Nvidia Corporation Stock (NVDA) 0.5 $4.1M 28k 146.14
Dow Stock (DOW) 0.5 $4.1M 81k 50.39
General Mls Stock (GIS) 0.5 $4.0M 47k 83.85
Bank America Corp Stock (BAC) 0.4 $3.9M 118k 33.12
Philip Morris Intl Stock (PM) 0.4 $3.7M 37k 101.21
Vanguard Mega Cap Value Etf Etf (MGV) 0.4 $3.7M 36k 102.85
Emerson Elec Stock (EMR) 0.4 $3.6M 38k 96.06
Ishares Select Dividend Etf Etf (DVY) 0.4 $3.6M 30k 120.60
Unitedhealth Group Stock (UNH) 0.4 $3.6M 6.7k 530.18
Invesco Qqq Trust Etf (QQQ) 0.4 $3.5M 13k 266.28
Allstate Corp Stock (ALL) 0.4 $3.4M 25k 135.60
Cvs Health Corp Stock (CVS) 0.4 $3.3M 36k 93.19
Verizon Communications Stock (VZ) 0.4 $3.3M 85k 39.40
Old Dominion Freight Line Stock (ODFL) 0.4 $3.3M 12k 283.78
Honeywell Intl Stock (HON) 0.4 $3.3M 16k 214.30
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $3.3M 7.00 468711.00
Nextera Energy Stock (NEE) 0.4 $3.2M 39k 83.60
Lockheed Martin Corp Stock (LMT) 0.4 $3.2M 6.6k 486.51
Norfolk Southn Corp Stock (NSC) 0.4 $3.1M 13k 246.42
Archer Daniels Midland Stock (ADM) 0.4 $3.1M 34k 92.85
Travelers Companies Stock (TRV) 0.3 $3.0M 16k 187.49
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $2.8M 21k 135.85
Lowes Cos Stock (LOW) 0.3 $2.8M 14k 199.24
Kellogg Stock (K) 0.3 $2.7M 39k 71.24
Phillips 66 Stock (PSX) 0.3 $2.7M 26k 104.08
Vanguard Health Care Etf Etf (VHT) 0.3 $2.7M 11k 248.05
Costco Whsl Corp Stock (COST) 0.3 $2.6M 5.8k 456.46
Automatic Data Processing Stock (ADP) 0.3 $2.6M 11k 238.86
Vanguard Short-term Treasury Etf Etf (VGSH) 0.3 $2.6M 45k 57.82
Vaneck Semiconductor Etf Etf (SMH) 0.3 $2.6M 13k 202.94
Vanguard Small-cap Etf Etf (VB) 0.3 $2.6M 14k 183.54
Blackrock Stock (BLK) 0.3 $2.5M 3.5k 708.63
Spdr S&p Dividend Etf Etf (SDY) 0.3 $2.3M 19k 125.11
Motorola Solutions Stock (MSI) 0.3 $2.3M 8.9k 257.71
Vanguard Financials Etf Etf (VFH) 0.3 $2.3M 28k 82.73
Tesla Stock (TSLA) 0.3 $2.2M 18k 123.18
Disney Walt Stock (DIS) 0.2 $2.1M 24k 86.88
Vanguard S&p 500 Etf Etf (VOO) 0.2 $2.1M 5.9k 351.32
Vanguard Value Etf Etf (VTV) 0.2 $2.0M 14k 140.37
First Trust Short Duration Managed Municipal Etf Etf (FSMB) 0.2 $2.0M 100k 19.74
Fidelity High Dividend Etf Etf (FDVV) 0.2 $1.9M 52k 37.30
Duke Energy Corp Stock (DUK) 0.2 $1.9M 19k 102.99
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.2 $1.9M 28k 69.07
American Elec Pwr Stock (AEP) 0.2 $1.8M 19k 94.95
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.7M 4.9k 347.75
Pnc Finl Svcs Group Stock (PNC) 0.2 $1.7M 11k 157.94
General Electric Stock (GE) 0.2 $1.7M 20k 83.79
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $1.6M 15k 111.86
Grainger W W Stock (GWW) 0.2 $1.6M 2.9k 556.25
Danaher Corporation Stock (DHR) 0.2 $1.6M 5.9k 265.42
Blackstone Stock (BX) 0.2 $1.6M 21k 74.19
Eversource Energy Stock (ES) 0.2 $1.5M 19k 83.84
Prudential Finl Stock (PRU) 0.2 $1.5M 15k 99.46
Thermo Fisher Scientific Stock (TMO) 0.2 $1.5M 2.7k 550.69
Tjx Cos Stock (TJX) 0.1 $1.3M 17k 79.60
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $1.3M 32k 41.14
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $1.3M 38k 34.20
Elevance Health Stock (ELV) 0.1 $1.3M 2.5k 512.96
Union Pac Corp Stock (UNP) 0.1 $1.2M 6.0k 207.05
Us Bancorp Del Stock (USB) 0.1 $1.2M 29k 43.61
Lilly Eli & Co Stock (LLY) 0.1 $1.2M 3.4k 365.84
Starbucks Corp Stock (SBUX) 0.1 $1.2M 12k 99.20
Fidelity Stocks For Inflation Etf Etf (FCPI) 0.1 $1.2M 39k 30.95
Salesforce Stock (CRM) 0.1 $1.2M 8.9k 132.59
Nike Inc Cl B Stock (NKE) 0.1 $1.1M 9.7k 117.01
Meta Platforms Inc Cl A Stock (META) 0.1 $1.1M 9.4k 120.34
Morgan Stanley Stock (MS) 0.1 $1.1M 13k 85.02
Illinois Tool Wks Stock (ITW) 0.1 $1.1M 4.8k 220.30
Eaton Corp Stock (ETN) 0.1 $1.1M 6.7k 156.95
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $1.0M 10k 105.29
At&t Stock (T) 0.1 $1.0M 57k 18.41
Netflix Stock (NFLX) 0.1 $1.0M 3.5k 294.88
Carrier Global Corporation Stock (CARR) 0.1 $1.0M 25k 41.25
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $1.0M 10k 98.21
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $1.0M 8.1k 124.44
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $998k 16k 63.90
Medtronic Stock (MDT) 0.1 $989k 13k 77.72
Servicenow Stock (NOW) 0.1 $980k 2.5k 388.27
Markel Corp Stock (MKL) 0.1 $971k 737.00 1317.49
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.1 $961k 14k 69.63
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.1 $961k 6.2k 155.15
Northrop Grumman Corp Stock (NOC) 0.1 $947k 1.7k 545.61
American Express Stock (AXP) 0.1 $940k 6.4k 147.75
Ishares U.s. Technology Etf Etf (IYW) 0.1 $938k 13k 74.49
Bristol-myers Squibb Stock (BMY) 0.1 $913k 13k 71.95
Magellan Midstream Prtnrs Lp Com Unit Rp Stock 0.1 $911k 18k 50.21
Ishares Biotechnology Etf Etf (IBB) 0.1 $893k 6.8k 131.29
Abbott Labs Stock (ABT) 0.1 $887k 8.1k 109.79
Zoetis Inc Cl A Stock (ZTS) 0.1 $884k 6.0k 146.55
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $864k 3.6k 241.89
Comcast Corp New Cl A Stock (CMCSA) 0.1 $860k 25k 34.97
Aflac Stock (AFL) 0.1 $856k 12k 71.94
Adobe Systems Incorporated Stock (ADBE) 0.1 $855k 2.5k 336.53
Otis Worldwide Corp Stock (OTIS) 0.1 $833k 11k 78.31
Parker-hannifin Corp Stock (PH) 0.1 $812k 2.8k 291.00
Walmart Stock (WMT) 0.1 $796k 5.6k 141.79
Vanguard Total World Stock Etf Etf (VT) 0.1 $791k 9.2k 86.19
United Parcel Service Inc Cl B Stock (UPS) 0.1 $787k 4.5k 173.84
Air Prods & Chems Stock (APD) 0.1 $771k 2.5k 308.25
Invesco Dwa Smallcap Momentum Etf Etf (DWAS) 0.1 $762k 11k 72.76
Wells Fargo Stock (WFC) 0.1 $758k 18k 41.29
Fulton Finl Corp Pa Stock (FULT) 0.1 $738k 44k 16.83
Wheaton Precious Metals Corp Stock (WPM) 0.1 $737k 19k 39.08
Unilever Adr (UL) 0.1 $727k 14k 50.35
Bank New York Mellon Corp Stock (BK) 0.1 $724k 16k 45.52
Corteva Stock (CTVA) 0.1 $716k 12k 58.78
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $690k 4.9k 141.25
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.1 $689k 17k 39.58
Spdr Gold Shares Etf (GLD) 0.1 $689k 4.1k 169.65
Chubb Stock (CB) 0.1 $678k 3.1k 220.60
Vanguard Consumer Staples Etf Etf (VDC) 0.1 $676k 3.5k 191.57
Altria Group Stock (MO) 0.1 $661k 15k 45.71
Ark Innovation Etf Etf (ARKK) 0.1 $620k 20k 31.24
American Tower Corp Reit (AMT) 0.1 $605k 2.9k 211.86
International Paper Stock (IP) 0.1 $597k 17k 34.63
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ) 0.1 $592k 3.7k 158.41
Enterprise Prods Partners Stock (EPD) 0.1 $592k 25k 24.12
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $590k 15k 40.51
Franco Nev Corp Stock (FNV) 0.1 $585k 4.3k 136.48
Stryker Corporation Stock (SYK) 0.1 $584k 2.4k 244.49
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $573k 8.6k 66.65
Colgate Palmolive Stock (CL) 0.1 $563k 7.1k 78.79
Washington Tr Bancorp Stock (WASH) 0.1 $562k 12k 47.18
Ishares Gold Trust Etf (IAU) 0.1 $553k 16k 34.59
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $543k 19k 28.44
First Trust Preferred Securities & Income Etf Etf (FPE) 0.1 $538k 32k 16.80
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $528k 5.6k 94.63
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $524k 8.8k 59.57
Fiserv Stock (FI) 0.1 $518k 5.1k 101.07
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $515k 10k 50.00
Arrow Electrs Stock (ARW) 0.1 $513k 4.9k 104.57
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $512k 5.7k 89.99
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $511k 7.1k 71.79
Target Corp Stock (TGT) 0.1 $501k 3.4k 149.04
Cme Group Stock (CME) 0.1 $500k 3.0k 168.16
International Flavors&fragranc Stock (IFF) 0.1 $499k 4.8k 104.84
Novartis Adr (NVS) 0.1 $494k 5.4k 90.72
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $493k 1.8k 266.84
Moderna Stock (MRNA) 0.1 $493k 2.7k 179.62
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $490k 1.3k 384.21
Avangrid Stock (AGR) 0.1 $486k 11k 42.98
M & T Bk Corp Stock (MTB) 0.1 $481k 3.3k 145.07
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $481k 4.4k 108.07
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $481k 2.2k 214.24
Csx Corp Stock (CSX) 0.1 $475k 15k 30.98
Consolidated Edison Stock (ED) 0.1 $472k 5.0k 95.31
Intuit Stock (INTU) 0.1 $468k 1.2k 389.34
Schwab Charles Corp Stock (SCHW) 0.1 $466k 5.6k 83.26
Churchill Downs Stock (CHDN) 0.1 $465k 2.2k 211.43
First Trust Capital Strength Etf Etf (FTCS) 0.1 $457k 6.1k 74.95
Dupont De Nemours Stock (DD) 0.1 $447k 6.5k 68.63
Hershey Stock (HSY) 0.0 $433k 1.9k 231.57
Osisko Gold Royalties Stock (OR) 0.0 $432k 36k 12.07
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $426k 5.7k 74.49
Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $414k 14k 30.53
Hologic Stock (HOLX) 0.0 $412k 5.5k 74.81
Kkr & Co Stock (KKR) 0.0 $411k 8.9k 46.42
Ishares Semiconductor Etf Etf (SOXX) 0.0 $408k 1.2k 347.98
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.0 $399k 7.9k 50.53
S&p Global Stock (SPGI) 0.0 $397k 1.2k 334.94
Dominion Energy Stock (D) 0.0 $395k 6.4k 61.32
Iqvia Hldgs Stock (IQV) 0.0 $393k 1.9k 204.89
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $390k 4.7k 83.60
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.0 $389k 11k 35.64
Mgm Resorts International Stock (MGM) 0.0 $388k 12k 33.53
Church & Dwight Stock (CHD) 0.0 $387k 4.8k 80.61
Syndax Pharmaceuticals Stock (SNDX) 0.0 $382k 15k 25.45
Clorox Co Del Stock (CLX) 0.0 $380k 2.7k 140.33
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $380k 5.2k 73.63
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $376k 19k 19.85
Msa Safety Stock (MSA) 0.0 $374k 2.6k 144.19
Linde Stock 0.0 $373k 1.1k 326.18
Prologis Reit (PLD) 0.0 $373k 3.3k 112.73
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $371k 1.3k 283.71
Analog Devices Stock (ADI) 0.0 $367k 2.2k 164.06
Texas Pacific Land Corporation Stock (TPL) 0.0 $359k 153.00 2344.23
Shell Plc Spon Ads Adr (SHEL) 0.0 $357k 6.3k 56.95
Unum Group Stock (UNM) 0.0 $355k 8.6k 41.03
Deere & Co Stock (DE) 0.0 $351k 819.00 428.76
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.0 $336k 7.7k 43.92
Williams Cos Stock (WMB) 0.0 $332k 10k 32.90
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $331k 6.1k 54.49
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $324k 2.1k 151.65
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $322k 3.4k 94.40
Vanguard Large-cap Etf Etf (VV) 0.0 $322k 1.9k 174.20
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $317k 6.3k 50.67
Ishares Russell 2000 Etf Etf (IWM) 0.0 $313k 1.8k 174.36
Invesco Dwa Momentum Etf Etf (PDP) 0.0 $312k 4.4k 71.05
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $311k 5.3k 58.50
General Mtrs Stock (GM) 0.0 $304k 9.0k 33.64
Te Connectivity Stock (TEL) 0.0 $303k 2.6k 114.80
Kinder Morgan Inc Del Stock (KMI) 0.0 $303k 17k 18.08
Iron Mtn Inc Del Reit (IRM) 0.0 $302k 6.1k 49.85
Umpqua Hldgs Corp Stock 0.0 $297k 17k 17.85
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) 0.0 $296k 250.00 1185.00
Stanley Black & Decker Stock (SWK) 0.0 $295k 3.9k 75.12
Viatris Stock (VTRS) 0.0 $294k 26k 11.13
Star Bulk Carriers Corp. Shs Par Stock (SBLK) 0.0 $290k 15k 19.23
Advance Auto Parts Stock (AAP) 0.0 $289k 2.0k 147.03
National Retail Properties Reit (NNN) 0.0 $289k 6.3k 45.76
Clearway Energy Inc Cl A Stock (CWEN.A) 0.0 $288k 9.6k 29.92
Carlyle Group Stock (CG) 0.0 $284k 9.5k 29.84
Intuitive Surgical Stock (ISRG) 0.0 $284k 1.1k 265.35
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $283k 5.4k 52.61
Foot Locker Stock (FL) 0.0 $282k 7.5k 37.79
GSK Adr (GSK) 0.0 $281k 8.0k 35.14
Cae Stock (CAE) 0.0 $280k 15k 19.34
Xcel Energy Stock (XEL) 0.0 $279k 4.0k 70.11
Astrazeneca Adr (AZN) 0.0 $277k 4.1k 67.80
Mativ Holdings Stock (MATV) 0.0 $277k 13k 20.90
Helios Technologies Stock (HLIO) 0.0 $275k 5.0k 54.44
Yum Brands Stock (YUM) 0.0 $272k 2.1k 128.08
Dover Corp Stock (DOV) 0.0 $271k 2.0k 135.41
Eog Res Stock (EOG) 0.0 $269k 2.1k 129.50
Gilead Sciences Stock (GILD) 0.0 $266k 3.1k 85.85
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $266k 4.1k 64.34
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.0 $265k 7.3k 36.56
Baxter Intl Stock (BAX) 0.0 $265k 5.2k 50.97
Paypal Hldgs Stock (PYPL) 0.0 $260k 3.6k 71.22
Wec Energy Group Stock (WEC) 0.0 $260k 2.8k 93.76
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $259k 3.3k 77.51
Hercules Capital Cef (HTGC) 0.0 $254k 19k 13.22
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $252k 1.3k 200.54
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $251k 3.3k 75.28
Kohls Corp Stock (KSS) 0.0 $250k 9.9k 25.25
Enbridge Stock (ENB) 0.0 $245k 6.3k 39.10
Fidelity Value Factor Etf Etf (FVAL) 0.0 $243k 5.5k 43.85
Raymond James Finl Stock (RJF) 0.0 $238k 2.2k 106.85
Ford Mtr Co Del Stock (F) 0.0 $236k 20k 11.63
Ardagh Metal Packaging S A Stock (AMBP) 0.0 $234k 49k 4.81
Advanced Micro Devices Stock (AMD) 0.0 $230k 3.6k 64.76
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $227k 2.1k 110.05
Diageo Adr (DEO) 0.0 $227k 1.3k 178.19
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $225k 3.4k 65.86
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $223k 3.2k 70.50
New York Cmnty Bancorp Stock (NYCB) 0.0 $222k 26k 8.60
Compass Diversified Sh Ben Int Stock (CODI) 0.0 $221k 12k 18.23
Devon Energy Corp Stock (DVN) 0.0 $220k 3.6k 61.51
Sabra Health Care Reit Reit (SBRA) 0.0 $220k 18k 12.43
Sl Green Rlty Corp Reit (SLG) 0.0 $217k 6.4k 33.72
Western Un Stock (WU) 0.0 $215k 16k 13.77
Navient Corporation Stock (NAVI) 0.0 $211k 13k 16.45
Ishares Tips Bond Etf Etf (TIP) 0.0 $211k 2.0k 106.44
Easterly Govt Pptys Reit (DEA) 0.0 $210k 15k 14.27
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $210k 4.3k 48.89
Realty Income Corp Reit (O) 0.0 $209k 3.3k 63.43
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $209k 1.7k 120.53
Spdr S&p Biotech Etf Etf (XBI) 0.0 $204k 2.5k 82.99
Becton Dickinson & Co Stock (BDX) 0.0 $203k 800.00 254.30
Truist Finl Corp Stock (TFC) 0.0 $203k 4.7k 43.03
Cboe Global Mkts Stock (CBOE) 0.0 $201k 1.6k 125.47
Ftai Aviation Stock (FTAI) 0.0 $186k 11k 17.12
Dnp Select Income Cef (DNP) 0.0 $180k 16k 11.25
Postal Realty Trust Inc Cl A Reit (PSTL) 0.0 $166k 11k 14.53
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.0 $157k 13k 12.28
B & G Foods Stock (BGS) 0.0 $139k 13k 11.15
Invesco Preferred Etf Etf (PGX) 0.0 $118k 11k 11.18
Haleon Plc Spon Ads Adr (HLN) 0.0 $82k 10k 8.00