Samalin Investment Counsel

Samalin Investment Counsel as of June 30, 2026

Portfolio Holdings for Samalin Investment Counsel

Samalin Investment Counsel holds 334 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 3.4 $11M 15k 736.40
Apple Put Option (AAPL) 3.2 $10M 36k 289.36
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.2 $6.9M 9.3k 746.77
Vaneck Merk Gold Etf Gold Shs (OUNZ) 2.1 $6.8M 176k 38.59
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.7 $5.4M 19k 290.62
Ishares Tr Core Div Grwth (DGRO) 1.6 $5.1M 68k 75.79
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.6 $5.0M 24k 212.77
NVIDIA Corporation (NVDA) 1.5 $4.8M 24k 200.09
Microsoft Corporation (MSFT) 1.4 $4.6M 12k 373.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $4.6M 9.1k 500.41
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.3 $4.3M 15k 285.58
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $4.2M 25k 164.27
Bank of America Corporation (BAC) 1.3 $4.1M 72k 56.98
Ishares Tr Rus Mid Cap Etf (IWR) 1.3 $4.1M 37k 110.32
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.2 $4.0M 82k 48.25
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 1.2 $3.9M 87k 44.36
Alps Etf Tr Alerian Mlp (AMLP) 1.2 $3.8M 74k 51.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $3.6M 113k 31.71
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $3.5M 24k 148.31
Ishares Tr Msci Eafe Min Vl (EFAV) 1.1 $3.5M 40k 87.71
Ishares Tr Tips Bd Etf (TIP) 1.1 $3.5M 32k 109.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $3.4M 41k 82.11
Abrdn Healthcare Investors Sh Ben Int (HQH) 1.1 $3.4M 155k 21.98
MPLX Com Unit Rep Ltd (MPLX) 1.1 $3.4M 60k 56.33
Eaton Corp SHS (ETN) 1.0 $3.1M 7.2k 426.11
Meta Platforms Cl A (META) 1.0 $3.1M 5.4k 563.30
Spdr Gold Tr Gold Shs (GLD) 0.9 $2.9M 8.0k 368.38
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.9 $2.8M 55k 50.62
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.9 $2.8M 206k 13.44
Enterprise Products Partners (EPD) 0.9 $2.8M 75k 36.76
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.9 $2.7M 217k 12.66
JPMorgan Chase & Co. (JPM) 0.9 $2.7M 8.4k 327.32
Royce Value Trust (RVT) 0.9 $2.7M 147k 18.47
Tesla Motors (TSLA) 0.8 $2.5M 6.0k 420.62
UnitedHealth (UNH) 0.7 $2.3M 5.6k 415.66
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $2.3M 42k 55.01
Reaves Util Income Com Sh Ben Int (UTG) 0.6 $2.0M 50k 40.72
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.0M 5.5k 357.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.9M 20k 96.43
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.6 $1.9M 23k 81.94
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.6 $1.8M 9.5k 190.53
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.6 $1.8M 65k 27.68
Neuberger Berman Mlp Income (NML) 0.6 $1.8M 174k 10.14
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.5 $1.7M 85k 20.57
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $1.7M 21k 82.34
Western Midstream Partners L Com Unit Lp Int (WES) 0.5 $1.7M 39k 43.76
Adams Express Company (ADX) 0.5 $1.7M 65k 25.55
Johnson & Johnson (JNJ) 0.5 $1.7M 6.5k 253.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.7M 22k 77.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.7M 24k 68.41
General American Investors (GAM) 0.5 $1.6M 25k 63.75
Amazon (AMZN) 0.5 $1.6M 6.7k 238.35
Merck & Co (MRK) 0.5 $1.5M 12k 128.50
Opera Sponsored Ads (OPRA) 0.5 $1.5M 77k 19.83
Broadcom (AVGO) 0.5 $1.5M 3.9k 377.76
Select Sector Spdr Tr St Str Util Etf (XLU) 0.5 $1.4M 32k 45.34
Cohen & Steers Quality Income Realty (RQI) 0.5 $1.4M 117k 12.31
Omega Healthcare Investors (OHI) 0.4 $1.4M 30k 47.68
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.4 $1.4M 34k 41.73
Dimensional Etf Trust Global Sustaina (DFSB) 0.4 $1.4M 27k 52.11
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.4 $1.4M 29k 47.75
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.4 $1.4M 32k 42.21
Apollo Global Mgmt (APO) 0.4 $1.3M 11k 118.31
CVS Caremark Corporation (CVS) 0.4 $1.3M 13k 103.45
Ares Capital Corporation (ARCC) 0.4 $1.3M 69k 18.53
Dimensional Etf Trust Inflation Prote (DFIP) 0.4 $1.3M 31k 41.26
Wp Carey (WPC) 0.4 $1.2M 17k 71.50
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.2M 29k 41.25
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.4 $1.2M 31k 39.54
John Hancock Tax-Advantage Dvd Incom (HTD) 0.4 $1.2M 47k 25.49
Frontview Reit (FVR) 0.4 $1.2M 58k 20.23
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.2M 4.9k 236.63
Tcg Bdc (CGBD) 0.4 $1.1M 108k 10.53
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.4 $1.1M 1.6k 703.20
Procter & Gamble Company (PG) 0.3 $1.1M 7.2k 146.63
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $1.0M 54k 19.12
Home Depot (HD) 0.3 $1.0M 2.9k 352.72
Ero Copper Corp (ERO) 0.3 $1.0M 38k 26.75
Altria (MO) 0.3 $994k 14k 71.95
Goldman Sachs (GS) 0.3 $978k 967.00 1011.08
Eli Lilly & Co. (LLY) 0.3 $976k 814.00 1199.41
LXP Industrial Trust (LXP) 0.3 $956k 18k 53.88
Lam Research Corp Com New (LRCX) 0.3 $946k 2.2k 433.32
Visa Com Cl A (V) 0.3 $943k 2.7k 343.15
Westlake Chem Partners Com Unit Rp Lp (WLKP) 0.3 $940k 42k 22.26
Community Healthcare Tr (CHCT) 0.3 $940k 51k 18.28
Chevron Corporation (CVX) 0.3 $921k 5.6k 165.75
Global Ship Lease Com Cl A (GSL) 0.3 $917k 24k 37.60
Alphabet Cap Stk Cl C (GOOG) 0.3 $905k 2.6k 353.33
Cohen & Steers Total Return Real (RFI) 0.3 $873k 77k 11.32
Realty Income (O) 0.3 $850k 14k 61.96
Novo-nordisk A S Adr (NVO) 0.3 $830k 17k 47.94
High Income Secs Shs Ben Int (PCF) 0.3 $823k 150k 5.47
Citigroup Com New (C) 0.3 $809k 5.8k 139.95
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) 0.2 $787k 67k 11.84
Calamos Conv & High Income F Com Shs (CHY) 0.2 $787k 58k 13.62
Flex Ord (FLEX) 0.2 $765k 4.7k 162.06
Ishares Tr Core S&p500 Etf (IVV) 0.2 $762k 1.0k 748.92
Abbvie (ABBV) 0.2 $761k 3.0k 251.65
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $752k 7.2k 103.97
Wal-Mart Stores (WMT) 0.2 $748k 6.6k 113.25
Verizon Communications (VZ) 0.2 $745k 18k 42.34
Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC) 0.2 $742k 6.4k 115.67
Micron Technology (MU) 0.2 $736k 638.00 1153.97
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $734k 7.1k 103.22
Melco Resorts And Entmnt Adr (MLCO) 0.2 $726k 138k 5.27
Dimensional Etf Trust International (DFSI) 0.2 $722k 16k 45.10
Vanguard Index Fds Value Etf (VTV) 0.2 $721k 3.3k 217.92
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.2 $721k 9.2k 77.93
McDonald's Corporation (MCD) 0.2 $712k 2.6k 270.29
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $710k 12k 61.23
Amgen (AMGN) 0.2 $703k 1.9k 362.15
Owl Rock Capital Corporation (OBDC) 0.2 $700k 64k 10.87
Servicenow (NOW) 0.2 $699k 7.0k 99.28
Ishares Tr Eafe Value Etf (EFV) 0.2 $697k 9.1k 76.55
Exxon Mobil Corporation (XOM) 0.2 $696k 5.1k 136.72
PIMCO Corporate Opportunity Fund (PTY) 0.2 $694k 58k 12.03
SLB Com Stk (SLB) 0.2 $686k 15k 46.49
Oracle Corporation (ORCL) 0.2 $679k 4.6k 146.54
Microchip Technology Dep Shs Repstg (MCHPP) 0.2 $671k 8.7k 76.71
Ishares Tr U.s. Tech Etf (IYW) 0.2 $670k 2.7k 252.27
Celestica (CLS) 0.2 $666k 1.8k 364.88
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.2 $655k 50k 13.22
Biosante Pharmaceuticals (ANIP) 0.2 $651k 7.9k 82.78
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $650k 4.7k 137.54
Blackstone Group Inc Com Cl A (BX) 0.2 $650k 5.5k 117.66
Calamos (CCD) 0.2 $646k 25k 25.77
Cisco Systems (CSCO) 0.2 $644k 5.5k 117.46
Abrdn Healthcare Opportuniti SHS (THQ) 0.2 $637k 34k 18.73
Cohen & Steers REIT/P (RNP) 0.2 $634k 31k 20.30
Abrdn World Healthcare Fund Ben Int Shs (THW) 0.2 $629k 47k 13.40
Pfizer (PFE) 0.2 $621k 26k 24.08
Apollo Commercial Real Est. Finance (ARI) 0.2 $613k 57k 10.68
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.2 $610k 4.5k 136.31
Tortoise Energy Infrastructure closed end funds (TYG) 0.2 $603k 14k 42.87
Ishares Tr Select Divid Etf (DVY) 0.2 $600k 3.8k 156.31
Hancock John Finl Opptys Sh Ben Int New (BTO) 0.2 $590k 15k 39.42
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $590k 75k 7.88
Nextera Energy (NEE) 0.2 $586k 6.7k 87.77
Jackson Financial Com Cl A (JXN) 0.2 $584k 5.7k 102.39
Ishares Tr Msci Eafe Etf (EFA) 0.2 $583k 5.6k 103.88
Rivernorth Managed (RMM) 0.2 $568k 38k 14.78
Spdr Series Trust ST STR P500GRW (SPYG) 0.2 $565k 4.7k 118.99
Flaherty & Crumrine Dynamic SHS (DFP) 0.2 $565k 27k 20.67
Ishares Tr Russell 2000 Etf (IWM) 0.2 $563k 1.9k 300.46
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $556k 1.1k 522.34
Pimco Dynamic Income SHS (PDI) 0.2 $550k 33k 16.70
Ing Groep Sponsored Adr (ING) 0.2 $547k 17k 31.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $533k 6.8k 77.91
Ramaco Res Com Cl B (METCB) 0.2 $533k 62k 8.55
Spdr Series Trust St Str Sp Regbnk (KRE) 0.2 $524k 7.0k 74.86
Union Pacific Corporation (UNP) 0.2 $519k 1.9k 271.94
Morgan Stanley Com New (MS) 0.2 $516k 2.5k 209.06
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $512k 13k 40.21
Spdr Series Trust St Str Sp Bank (KBE) 0.2 $509k 7.5k 68.22
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $504k 9.9k 51.05
Epr Pptys Com Sh Ben Int (EPR) 0.2 $504k 8.7k 58.01
Millrose Pptys Com Cl A (MRP) 0.2 $498k 17k 30.05
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.2 $489k 46k 10.74
Blackrock Res & Commodities SHS (BCX) 0.2 $487k 43k 11.31
Netflix (NFLX) 0.2 $484k 6.8k 71.40
Etf Ser Solutions Hoya Capt Hi Div (RIET) 0.2 $481k 49k 9.75
Parker-Hannifin Corporation (PH) 0.1 $480k 490.00 978.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $478k 6.7k 71.25
Sabra Health Care REIT (SBRA) 0.1 $475k 24k 19.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $473k 689.00 686.84
Wells Fargo & Company (WFC) 0.1 $473k 5.7k 82.64
Ishares Em Mkt Sm-cp Etf (EEMS) 0.1 $472k 6.2k 75.89
National Grid Sponsored Adr Ne (NGG) 0.1 $471k 5.7k 82.87
Ishares Tr Core Msci Eafe (IEFA) 0.1 $471k 4.9k 96.59
Agnc Invt Corp Com reit (AGNC) 0.1 $470k 43k 10.90
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $469k 2.1k 227.03
Simon Property (SPG) 0.1 $465k 2.1k 223.68
Medical Properties Trust (MPT) 0.1 $461k 100k 4.62
Xplr Infrastructure Com Unit Part In (XIFR) 0.1 $454k 38k 11.81
Ishares Tr Expanded Tech (IGV) 0.1 $453k 5.0k 90.60
Cbre Clarion Global Real Estat re (IGR) 0.1 $453k 98k 4.61
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $448k 8.3k 54.02
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $448k 5.4k 82.27
Humana (HUM) 0.1 $447k 1.1k 397.22
Linde SHS (LIN) 0.1 $445k 858.00 518.71
Liberty All Star Equity Sh Ben Int (USA) 0.1 $444k 77k 5.81
Vanguard Index Fds Small Cp Etf (VB) 0.1 $443k 1.5k 303.12
Kilroy Realty Corporation (KRC) 0.1 $441k 12k 37.47
Cincinnati Financial Corporation (CINF) 0.1 $439k 2.4k 185.13
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $435k 20k 22.26
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 0.1 $434k 11k 40.29
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $427k 26k 16.61
Occidental Petroleum Corporation (OXY) 0.1 $427k 8.8k 48.57
Annaly Capital Management In Com New (NLY) 0.1 $421k 19k 22.36
Algonquin Power & Utilities equs (AQN) 0.1 $419k 72k 5.86
At&t (T) 0.1 $418k 20k 20.70
Orion Office Reit Inc-w/i (ONL) 0.1 $414k 143k 2.89
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $413k 3.2k 130.42
Cohen & Steers infrastucture Fund (UTF) 0.1 $409k 15k 27.59
Oxford Lane Cap Corp (OXLC) 0.1 $408k 47k 8.76
Kkr & Co (KKR) 0.1 $402k 4.4k 91.78
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $402k 10k 40.13
Automatic Data Processing (ADP) 0.1 $402k 1.8k 223.95
Highland Opps & Income Highland Income (HFRO) 0.1 $399k 56k 7.13
RadNet (RDNT) 0.1 $397k 6.4k 61.67
Equinix (EQIX) 0.1 $393k 377.00 1043.06
National Retail Properties (NNN) 0.1 $391k 8.4k 46.53
Costco Wholesale Corporation (COST) 0.1 $389k 416.00 935.75
Kimbell Rty Partners Unit (KRP) 0.1 $389k 27k 14.53
American Express Company (AXP) 0.1 $385k 1.1k 338.33
Capital Southwest Corporation (CSWC) 0.1 $380k 16k 23.77
CMS Energy Corporation (CMS) 0.1 $379k 4.9k 76.49
Digital Realty Trust (DLR) 0.1 $378k 2.1k 179.54
Apple Hospitality Reit Com New (APLE) 0.1 $378k 23k 16.81
Ishares Tr Us Consum Discre (IYC) 0.1 $378k 3.7k 101.10
HSBC HLDGS Spon Adr New (HSBC) 0.1 $378k 4.0k 95.10
Fidelity Covington Trust Low Volity Etf (FDLO) 0.1 $377k 5.5k 68.34
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.1 $375k 22k 16.95
RBB F/m Us Treasury (TBIL) 0.1 $374k 7.5k 49.86
Corning Incorporated (GLW) 0.1 $370k 1.5k 255.46
Ares Coml Real Estate (ACRE) 0.1 $369k 82k 4.50
Amphenol Corp Cl A (APH) 0.1 $367k 2.1k 176.31
Microchip Technology (MCHP) 0.1 $363k 4.0k 91.20
Intel Corporation (INTC) 0.1 $361k 2.6k 139.61
Abbott Laboratories (ABT) 0.1 $357k 3.9k 90.74
Coupang Cl A (CPNG) 0.1 $356k 21k 17.37
Tanger Factory Outlet Centers (SKT) 0.1 $356k 9.0k 39.47
Ishares Msci Brazil Etf (EWZ) 0.1 $350k 10k 34.50
Bny Mellon Mun Bd Infrastruc Com Shs (DMB) 0.1 $347k 31k 11.04
Xai Floating Rate & Alter In Com Shs Benf Int (XFLT) 0.1 $343k 20k 17.55
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $338k 2.2k 156.92
Brightspire Capital Com Cl A (BRSP) 0.1 $337k 62k 5.45
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $333k 1.1k 303.02
Mondelez Intl Cl A (MDLZ) 0.1 $332k 5.7k 57.84
Ishares Tr Us Industrials (IYJ) 0.1 $329k 2.0k 166.68
Raymond James Financial (RJF) 0.1 $329k 2.2k 152.06
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $327k 8.9k 36.84
Consolidated Edison (ED) 0.1 $326k 2.9k 110.64
Bristol Myers Squibb (BMY) 0.1 $326k 5.7k 57.62
Cvr Partners (UAN) 0.1 $318k 2.8k 111.47
Kayne Anderson MLP Investment (KYN) 0.1 $314k 23k 13.83
General Dynamics Corporation (GD) 0.1 $313k 884.00 354.27
Trekor Metals 0.1 $310k 45k 6.88
International Business Machines (IBM) 0.1 $304k 1.1k 281.12
Chubb (CB) 0.1 $304k 892.00 340.59
Triplepoint Venture Gr Bdc cs (TPVG) 0.1 $303k 62k 4.91
Spotify Technology S A SHS (SPOT) 0.1 $303k 660.00 459.13
Qualcomm (QCOM) 0.1 $303k 1.6k 184.83
Intuit (INTU) 0.1 $303k 1.2k 261.07
Targa Res Corp (TRGP) 0.1 $302k 1.1k 268.23
Ishares Msci Emerg Mrkt (EEMV) 0.1 $301k 4.0k 75.28
Iron Mountain (IRM) 0.1 $300k 2.4k 126.32
Nucor Corporation (NUE) 0.1 $298k 1.3k 222.82
Pinterest Cl A (PINS) 0.1 $294k 14k 21.03
Starbucks Corporation (SBUX) 0.1 $291k 2.8k 102.21
Chiron Real Estate Com New (XRN) 0.1 $289k 7.7k 37.52
Kite Realty Group Trust Com New (KRG) 0.1 $289k 10k 28.38
Solaris Energy Infras Com Cl A (SEI) 0.1 $288k 3.6k 80.46
Icici Bank Adr (IBN) 0.1 $285k 9.8k 29.03
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $282k 142.00 1983.42
Eagle Pt Cr (ECC) 0.1 $279k 75k 3.72
Morgan Stanley India Investment Fund (IIF) 0.1 $277k 12k 22.82
Entergy Corporation (ETR) 0.1 $276k 2.4k 114.85
Tutor Perini Corporation (TPC) 0.1 $273k 3.3k 82.97
Anthem (ELV) 0.1 $273k 705.00 386.80
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.1 $267k 55k 4.84
Agilent Technologies Inc C ommon (A) 0.1 $266k 2.0k 132.82
Oscar Health Cl A (OSCR) 0.1 $265k 9.3k 28.52
Hecla Mining Company (HL) 0.1 $264k 17k 15.43
Starwood Property Trust (STWD) 0.1 $261k 16k 16.38
Highwoods Properties (HIW) 0.1 $260k 8.6k 30.16
Caterpillar (CAT) 0.1 $258k 242.00 1065.17
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $256k 836.00 306.30
Regions Financial Corporation (RF) 0.1 $252k 8.3k 30.20
Welltower Inc Com reit (WELL) 0.1 $250k 1.1k 227.06
Host Hotels & Resorts (HST) 0.1 $249k 11k 23.71
Sea Sponsord Ads (SE) 0.1 $249k 2.6k 95.83
Ge Aerospace Com New (GE) 0.1 $249k 665.00 373.94
Palantir Technologies Cl A (PLTR) 0.1 $246k 2.1k 116.65
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $244k 511.00 477.73
Kimberly-Clark Corporation (KMB) 0.1 $243k 2.2k 109.77
Southern Company (SO) 0.1 $239k 2.5k 95.72
Northrop Grumman Corporation (NOC) 0.1 $238k 468.00 508.77
Solar Cap (SLRC) 0.1 $238k 19k 12.37
Ishares Tr Rus 1000 Etf (IWB) 0.1 $237k 578.00 409.77
Cto Realty Growth (CTO) 0.1 $237k 11k 21.51
Expedia Group Com New (EXPE) 0.1 $236k 924.00 255.84
S&p Global (SPGI) 0.1 $236k 579.00 407.12
Summit Hotel Properties (INN) 0.1 $236k 34k 7.01
Nrg Energy Com New (NRG) 0.1 $236k 1.6k 146.08
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $235k 644.00 365.53
BlackRock Corporate High Yield Fund VI (HYT) 0.1 $235k 28k 8.56
Ishares Tr Ishares Biotech (IBB) 0.1 $234k 1.2k 190.12
Western Union Company (WU) 0.1 $234k 30k 7.70
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $231k 1.5k 158.63
Spdr Index Shs Fds St Mar Divid Etf (EDIV) 0.1 $230k 5.6k 40.95
UMH Properties (UMH) 0.1 $229k 15k 15.14
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $227k 1.8k 123.44
Booking Holdings (BKNG) 0.1 $227k 1.3k 178.25
Cohen & Steers Real Estate O Shs Benfin Int (RLTY) 0.1 $226k 14k 15.74
MercadoLibre (MELI) 0.1 $225k 133.00 1694.01
Vanguard World Inf Tech Etf (VGT) 0.1 $222k 1.9k 119.53
Colgate-Palmolive Company (CL) 0.1 $220k 2.4k 91.67
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $216k 3.2k 67.01
Putnam Etf Trust Bdc Income Etf (PBDC) 0.1 $214k 7.9k 27.21
Gaming & Leisure Pptys (GLPI) 0.1 $213k 4.8k 44.53
Rithm Capital Corp Com New (RITM) 0.1 $212k 23k 9.39
Alliant Energy Corporation (LNT) 0.1 $211k 2.8k 76.29
Oneok (OKE) 0.1 $210k 2.4k 86.94
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $209k 6.9k 30.49
Amplify Etf Tr Cef High Income (YYY) 0.1 $203k 18k 11.53
Target Corporation (TGT) 0.1 $203k 1.6k 130.59
Cal Maine Foods Com New (CALM) 0.1 $202k 2.5k 80.56
Honeywell International (HON) 0.1 $201k 899.00 223.90
Stubhub Hldgs Cl A (STUB) 0.1 $196k 15k 12.87
Banco Santander Sa Adr (SAN) 0.1 $195k 14k 13.80
PennyMac Mortgage Investment Trust (PMT) 0.1 $188k 17k 11.28
Gamco Nat Res Gold & Income Sh Ben Int (GNT) 0.1 $178k 22k 8.15
Plug Pwr Com New (PLUG) 0.1 $172k 64k 2.71
Blackrock Ltd Duration Incom Com Shs (BLW) 0.0 $159k 13k 12.49
Flagstar Bank National Assoc Com New (FLG) 0.0 $156k 10k 14.94
Ladder Cap Corp Cl A (LADR) 0.0 $152k 15k 9.95
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $148k 43k 3.47
Greystone Housing Impact Inv Ben Unit Ctf (GHI) 0.0 $144k 25k 5.80
Goldman Sachs Bdc SHS (GSBD) 0.0 $139k 15k 9.48
Energy Transfer 9.250% Fxd Pfd I (ET.PI) 0.0 $122k 11k 11.46
Nkarta (NKTX) 0.0 $115k 41k 2.83
Jumia Technologies Sponsored Ads (JMIA) 0.0 $111k 16k 7.05
Kyverna Therapeutics (KYTX) 0.0 $103k 12k 8.91
Blue Owl Capital Com Cl A (OWL) 0.0 $95k 11k 8.75
Hertz Global Hldgs Com New (HTZ) 0.0 $87k 39k 2.27
Western Asst High Incm Opprtnty Fnd (HIO) 0.0 $83k 23k 3.64
Arbor Realty Trust (ABR) 0.0 $58k 11k 5.42
U S Global Invs Cl A (GROW) 0.0 $38k 12k 3.12
Vs Trust 2x Lo Vi Fu Et (UVIX) 0.0 $33k 11k 3.09
Direxion Shares Etf Trust Dai Sem 3x Etf (SOXS) 0.0 $33k 10k 3.24
Coty Com Cl A (COTY) 0.0 $25k 12k 2.16
Cohen & Steers Quality Incom Right 07/15/2026 0.0 $1.7k 116k 0.01