Sound View Wealth Advisors Group

Sound View Wealth Advisors Group as of Dec. 31, 2021

Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 290 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.3 $23M 127k 177.57
Microsoft Corporation (MSFT) 3.8 $20M 59k 336.32
Ishares Tr Ibonds Dec2026 (IBDR) 2.3 $12M 466k 26.07
Tesla Motors (TSLA) 2.3 $12M 11k 1056.78
Johnson & Johnson (JNJ) 2.1 $11M 65k 171.07
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.0 $11M 408k 26.42
Ishares Tr Ibonds Dec23 Etf 2.0 $11M 420k 25.67
Home Depot (HD) 2.0 $11M 25k 415.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $10M 90k 113.82
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $9.9M 58k 171.76
Amazon (AMZN) 1.7 $9.2M 2.8k 3334.42
Ishares Tr Ibonds Dec24 Etf (IBDP) 1.7 $8.8M 340k 25.93
Procter & Gamble Company (PG) 1.7 $8.7M 53k 163.58
Ishares Tr Core Div Grwth (DGRO) 1.5 $7.7M 139k 55.58
Vanguard World Fds Inf Tech Etf (VGT) 1.4 $7.4M 16k 458.17
JPMorgan Chase & Co. (JPM) 1.4 $7.2M 46k 158.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $7.1M 88k 80.83
Alphabet Cap Stk Cl C (GOOG) 1.3 $7.0M 2.4k 2894.00
Eli Lilly & Co. (LLY) 1.3 $6.9M 25k 276.21
Pfizer (PFE) 1.2 $6.5M 110k 59.05
McDonald's Corporation (MCD) 1.1 $6.1M 23k 268.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $5.7M 13k 436.58
Abbvie (ABBV) 1.1 $5.7M 42k 135.40
Southern Company (SO) 1.1 $5.7M 83k 68.58
Coca-Cola Company (KO) 1.1 $5.7M 96k 59.21
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $5.5M 48k 114.07
Verizon Communications (VZ) 1.0 $5.4M 104k 51.96
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $5.4M 18k 305.56
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $5.2M 14k 363.32
Pepsi (PEP) 1.0 $5.1M 30k 173.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $5.1M 13k 397.85
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $5.0M 95k 53.21
Amgen (AMGN) 0.9 $4.9M 22k 224.99
Intel Corporation (INTC) 0.8 $4.5M 87k 51.50
Kimberly-Clark Corporation (KMB) 0.8 $4.3M 30k 142.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $4.3M 14k 298.99
NVIDIA Corporation (NVDA) 0.8 $4.2M 14k 294.09
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $3.8M 96k 39.43
Ishares Tr Ibonds Dec22 Etf 0.7 $3.8M 149k 25.14
Merck & Co (MRK) 0.7 $3.7M 48k 76.65
Vanguard Index Fds Value Etf (VTV) 0.7 $3.6M 25k 147.11
Chevron Corporation (CVX) 0.7 $3.5M 30k 117.34
Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.4M 1.2k 2897.11
DNP Select Income Fund (DNP) 0.6 $3.4M 311k 10.87
Wal-Mart Stores (WMT) 0.6 $3.4M 23k 144.70
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $3.3M 40k 83.02
General Dynamics Corporation (GD) 0.6 $3.3M 16k 208.45
Nextera Energy (NEE) 0.6 $3.3M 35k 93.37
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $3.2M 33k 98.18
Diageo Spon Adr New (DEO) 0.6 $3.1M 14k 220.17
Qualcomm (QCOM) 0.5 $2.8M 16k 182.86
Abbott Laboratories (ABT) 0.5 $2.8M 20k 140.75
General Mills (GIS) 0.5 $2.7M 39k 67.37
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $2.6M 51k 50.43
Broadcom (AVGO) 0.5 $2.5M 3.7k 665.58
Walt Disney Company (DIS) 0.5 $2.5M 16k 154.89
Automatic Data Processing (ADP) 0.5 $2.4M 9.8k 246.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.3M 4.8k 475.00
Exxon Mobil Corporation (XOM) 0.4 $2.2M 37k 61.20
Thermo Fisher Scientific (TMO) 0.4 $2.2M 3.3k 667.28
AFLAC Incorporated (AFL) 0.4 $2.2M 37k 58.38
Illinois Tool Works (ITW) 0.4 $2.1M 8.5k 246.84
Cisco Systems (CSCO) 0.4 $2.0M 32k 63.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.0M 8.3k 241.47
UnitedHealth (UNH) 0.4 $2.0M 4.0k 502.14
Comcast Corp Cl A (CMCSA) 0.4 $2.0M 39k 50.34
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.0M 6.1k 320.94
Vanguard World Fds Health Car Etf (VHT) 0.4 $1.9M 7.3k 266.45
Philip Morris International (PM) 0.4 $1.9M 20k 94.99
Meta Platforms Cl A (META) 0.3 $1.8M 5.5k 336.31
Texas Instruments Incorporated (TXN) 0.3 $1.8M 9.4k 188.43
Honeywell International (HON) 0.3 $1.7M 8.4k 208.46
International Business Machines (IBM) 0.3 $1.7M 13k 133.62
American Electric Power Company (AEP) 0.3 $1.7M 20k 88.95
Federated Hermes CL B (FHI) 0.3 $1.7M 46k 37.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.7M 15k 112.14
Bank of America Corporation (BAC) 0.3 $1.7M 38k 44.48
Duke Energy Corp Com New (DUK) 0.3 $1.7M 16k 104.89
Lowe's Companies (LOW) 0.3 $1.7M 6.6k 258.52
W.R. Berkley Corporation (WRB) 0.3 $1.7M 21k 82.41
Visa Com Cl A (V) 0.3 $1.7M 7.8k 216.74
Emerson Electric (EMR) 0.3 $1.7M 18k 92.96
Ishares Tr National Mun Etf (MUB) 0.3 $1.6M 14k 116.25
Digital Realty Trust (DLR) 0.3 $1.6M 9.3k 176.89
Altria (MO) 0.3 $1.6M 35k 47.40
Bristol Myers Squibb (BMY) 0.3 $1.6M 26k 62.37
Oracle Corporation (ORCL) 0.3 $1.6M 18k 87.23
Lockheed Martin Corporation (LMT) 0.3 $1.5M 4.3k 355.35
Medtronic SHS (MDT) 0.3 $1.5M 15k 103.44
3M Company (MMM) 0.3 $1.5M 8.3k 177.59
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.4M 5.5k 264.38
PNC Financial Services (PNC) 0.3 $1.4M 7.2k 200.56
Global Payments (GPN) 0.3 $1.4M 11k 135.21
Paychex (PAYX) 0.3 $1.4M 10k 136.51
Equifax (EFX) 0.3 $1.4M 4.7k 292.80
Costco Wholesale Corporation (COST) 0.3 $1.4M 2.4k 567.71
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.4M 6.2k 222.44
Select Sector Spdr Tr Technology (XLK) 0.3 $1.3M 7.7k 173.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.3M 7.8k 167.88
salesforce (CRM) 0.2 $1.3M 5.2k 254.17
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.3M 7.1k 181.77
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.3M 16k 80.89
Aon Shs Cl A (AON) 0.2 $1.3M 4.2k 300.54
Astrazeneca Sponsored Adr (AZN) 0.2 $1.2M 21k 58.27
Regeneron Pharmaceuticals (REGN) 0.2 $1.2M 2.0k 631.34
Shopify Cl A (SHOP) 0.2 $1.2M 893.00 1377.38
Lam Research Corporation (LRCX) 0.2 $1.2M 1.7k 719.32
Cme (CME) 0.2 $1.2M 5.3k 228.40
Zoetis Cl A (ZTS) 0.2 $1.2M 4.8k 244.11
Raytheon Technologies Corp (RTX) 0.2 $1.1M 13k 86.07
Northrop Grumman Corporation (NOC) 0.2 $1.1M 2.9k 386.97
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.1M 9.9k 115.18
Kinder Morgan (KMI) 0.2 $1.1M 70k 15.86
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.1M 7.8k 140.90
Nike CL B (NKE) 0.2 $1.1M 6.5k 166.72
Norfolk Southern (NSC) 0.2 $1.0M 3.5k 297.57
Target Corporation (TGT) 0.2 $1.0M 4.4k 231.41
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $1.0M 11k 95.11
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $981k 8.6k 114.54
Netflix (NFLX) 0.2 $978k 1.6k 602.59
Air Products & Chemicals (APD) 0.2 $977k 3.2k 304.36
Listed Fd Tr Overlay Shs Shrt (OVT) 0.2 $967k 40k 24.46
Baxter International (BAX) 0.2 $937k 11k 85.81
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $896k 2.6k 340.68
Waste Management (WM) 0.2 $880k 5.3k 166.98
Intuitive Surgical Com New (ISRG) 0.2 $877k 2.4k 359.13
Danaher Corporation (DHR) 0.2 $857k 2.6k 328.98
CSX Corporation (CSX) 0.2 $850k 23k 37.58
Intuit (INTU) 0.2 $847k 1.3k 643.13
Public Service Enterprise (PEG) 0.2 $843k 13k 66.73
Tractor Supply Company (TSCO) 0.2 $828k 3.5k 238.55
Ishares Tr Core S&p500 Etf (IVV) 0.2 $817k 1.7k 476.94
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $806k 23k 35.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $806k 13k 61.31
Stryker Corporation (SYK) 0.2 $804k 3.0k 267.47
Advanced Micro Devices (AMD) 0.2 $802k 5.6k 143.93
Vanguard Index Fds Small Cp Etf (VB) 0.2 $801k 3.5k 226.08
Ishares Tr Core Msci Eafe (IEFA) 0.1 $787k 11k 74.63
Wells Fargo & Company (WFC) 0.1 $777k 16k 47.96
Ishares Tr Select Divid Etf (DVY) 0.1 $763k 6.2k 122.59
Park National Corporation (PRK) 0.1 $741k 5.4k 137.40
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $730k 27k 26.86
FedEx Corporation (FDX) 0.1 $720k 2.8k 258.62
Rockwell Automation (ROK) 0.1 $697k 2.0k 348.85
Zimmer Holdings (ZBH) 0.1 $697k 5.5k 127.03
Hershey Company (HSY) 0.1 $680k 3.5k 193.51
PPL Corporation (PPL) 0.1 $675k 23k 30.05
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $670k 3.1k 219.67
American Express Company (AXP) 0.1 $662k 4.0k 163.54
Progressive Corporation (PGR) 0.1 $660k 6.4k 102.60
Simon Property (SPG) 0.1 $659k 4.1k 159.87
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $654k 8.5k 77.05
At&t (T) 0.1 $645k 26k 24.62
Ishares Tr Core High Dv Etf (HDV) 0.1 $643k 6.4k 101.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $619k 7.3k 84.69
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $615k 2.4k 254.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $613k 8.6k 71.54
American Tower Reit (AMT) 0.1 $612k 2.1k 292.68
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $610k 5.0k 122.29
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $607k 11k 55.17
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $607k 5.6k 107.95
Marvell Technology (MRVL) 0.1 $606k 6.9k 87.43
Unilever Spon Adr New (UL) 0.1 $596k 11k 53.81
United Parcel Service CL B (UPS) 0.1 $588k 2.7k 214.36
Anthem (ELV) 0.1 $587k 1.3k 463.30
Paypal Holdings (PYPL) 0.1 $580k 3.1k 188.56
Moody's Corporation (MCO) 0.1 $576k 1.5k 390.51
BlackRock (BLK) 0.1 $574k 627.00 915.47
Walgreen Boots Alliance (WBA) 0.1 $567k 11k 52.19
Spdr Gold Tr Gold Shs (GLD) 0.1 $558k 3.3k 170.85
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $558k 6.2k 89.75
Union Pacific Corporation (UNP) 0.1 $543k 2.2k 251.97
Equinix (EQIX) 0.1 $540k 638.00 846.39
Mondelez Intl Cl A (MDLZ) 0.1 $537k 8.1k 66.34
TJX Companies (TJX) 0.1 $535k 7.1k 75.89
Caterpillar (CAT) 0.1 $531k 2.6k 206.86
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $529k 5.0k 106.18
Applied Materials (AMAT) 0.1 $527k 3.3k 157.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $519k 4.3k 120.22
Servicenow (NOW) 0.1 $505k 778.00 649.10
Intercontinental Exchange (ICE) 0.1 $504k 3.7k 136.73
Mastercard Incorporated Cl A (MA) 0.1 $491k 1.4k 359.18
Waste Connections (WCN) 0.1 $486k 3.6k 136.40
Colgate-Palmolive Company (CL) 0.1 $473k 5.5k 85.43
Vanguard World Fds Financials Etf (VFH) 0.1 $467k 4.8k 96.55
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $462k 4.1k 113.65
Humana (HUM) 0.1 $460k 991.00 464.18
MetLife (MET) 0.1 $457k 7.3k 62.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $446k 9.0k 49.45
Adobe Systems Incorporated (ADBE) 0.1 $441k 777.00 567.57
SYSCO Corporation (SYY) 0.1 $439k 5.6k 78.58
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $412k 3.2k 128.99
Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $410k 15k 27.89
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $410k 16k 26.53
Ishares Tr Ibonds Dec (IBMM) 0.1 $410k 15k 26.83
CVS Caremark Corporation (CVS) 0.1 $405k 3.9k 103.24
Gilead Sciences (GILD) 0.1 $402k 5.5k 72.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $395k 4.9k 81.26
Ishares Tr Ibonds Dec2023 0.1 $395k 15k 25.93
Fifth Third Ban (FITB) 0.1 $388k 8.9k 43.53
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $387k 882.00 438.78
Eaton Corp SHS (ETN) 0.1 $386k 2.2k 173.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $385k 4.6k 83.59
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $382k 1.9k 200.00
Ishares Tr Ishares Biotech (IBB) 0.1 $381k 2.5k 152.83
Sanofi Sponsored Adr (SNY) 0.1 $380k 7.6k 50.05
Carrier Global Corporation (CARR) 0.1 $376k 6.9k 54.22
Dominion Resources (D) 0.1 $365k 4.7k 78.48
American Water Works (AWK) 0.1 $364k 1.9k 189.09
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $363k 1.9k 191.46
Truist Financial Corp equities (TFC) 0.1 $361k 6.2k 58.47
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $354k 13k 27.14
Ishares Tr Msci Eafe Etf (EFA) 0.1 $351k 4.5k 78.59
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $349k 6.5k 53.84
Federal Signal Corporation (FSS) 0.1 $347k 8.0k 43.38
Otis Worldwide Corp (OTIS) 0.1 $345k 4.0k 87.12
Constellation Brands Cl A (STZ) 0.1 $340k 1.4k 251.11
Novartis Sponsored Adr (NVS) 0.1 $339k 3.9k 87.44
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $338k 13k 27.04
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $336k 1.2k 281.64
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $336k 17k 20.32
Lincoln National Corporation (LNC) 0.1 $335k 4.9k 68.30
Cigna Corp (CI) 0.1 $334k 1.5k 229.40
British Amern Tob Sponsored Adr (BTI) 0.1 $333k 8.9k 37.36
Albemarle Corporation (ALB) 0.1 $332k 1.4k 233.80
Crown Castle Intl (CCI) 0.1 $326k 1.6k 208.84
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $326k 12k 27.31
Charter Communications Inc N Cl A (CHTR) 0.1 $323k 495.00 652.53
Ford Motor Company (F) 0.1 $316k 15k 20.75
Genuine Parts Company (GPC) 0.1 $314k 2.2k 140.37
Deere & Company (DE) 0.1 $314k 917.00 342.42
Extra Space Storage (EXR) 0.1 $313k 1.4k 226.65
Enbridge (ENB) 0.1 $313k 8.0k 39.09
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $311k 1.1k 293.40
PIMCO Corporate Income Fund (PCN) 0.1 $311k 18k 17.10
AutoZone (AZO) 0.1 $310k 148.00 2094.59
Wec Energy Group (WEC) 0.1 $310k 3.2k 97.00
Schlumberger Com Stk (SLB) 0.1 $309k 10k 29.91
Yum! Brands (YUM) 0.1 $309k 2.2k 139.00
Toronto Dominion Bk Ont Com New (TD) 0.1 $303k 4.0k 76.63
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $301k 20k 15.05
Hasbro (HAS) 0.1 $301k 3.0k 101.93
Fidelity National Information Services (FIS) 0.1 $298k 2.7k 109.24
Block Cl A (SQ) 0.1 $290k 1.8k 161.29
Ishares Tr Global Tech Etf (IXN) 0.1 $290k 4.5k 64.44
Ishares Core Msci Emkt (IEMG) 0.1 $284k 4.7k 59.85
Crowdstrike Hldgs Cl A (CRWD) 0.1 $284k 1.4k 204.76
Ishares Tr Esg Scrd S&p Mid (XJH) 0.1 $284k 7.3k 38.91
S&p Global (SPGI) 0.1 $283k 600.00 471.67
Canadian Pacific Railway 0.1 $283k 3.9k 71.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $280k 2.4k 115.85
Edwards Lifesciences (EW) 0.1 $278k 2.1k 129.66
Blackrock Muniyield Insured Fund (MYI) 0.1 $276k 19k 14.83
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $269k 3.0k 88.43
Broadridge Financial Solutions (BR) 0.1 $267k 1.5k 182.75
Franklin Street Properties (FSP) 0.1 $266k 45k 5.95
Select Sector Spdr Tr Energy (XLE) 0.1 $265k 4.8k 55.56
Nxp Semiconductors N V (NXPI) 0.1 $265k 1.2k 227.86
V.F. Corporation (VFC) 0.1 $265k 3.6k 73.29
Abiomed 0.0 $264k 735.00 359.18
Us Bancorp Del Com New (USB) 0.0 $262k 4.7k 56.22
Darden Restaurants (DRI) 0.0 $257k 1.7k 150.73
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $254k 4.2k 60.48
First Tr Morningstar Divid L SHS (FDL) 0.0 $246k 6.9k 35.57
Synovus Finl Corp Com New (SNV) 0.0 $242k 5.0k 47.96
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $240k 1.8k 135.52
Select Sector Spdr Tr Financial (XLF) 0.0 $239k 6.1k 38.98
Dupont De Nemours (DD) 0.0 $237k 2.9k 80.78
Epam Systems (EPAM) 0.0 $233k 348.00 669.54
Ansys (ANSS) 0.0 $232k 579.00 400.69
Starbucks Corporation (SBUX) 0.0 $228k 1.9k 117.16
Vulcan Materials Company (VMC) 0.0 $224k 1.1k 207.41
Williams Companies (WMB) 0.0 $222k 8.5k 26.05
Welltower Inc Com reit (WELL) 0.0 $216k 2.5k 85.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $215k 2.0k 107.50
Virtus Allianzgi Equity & Conv (NIE) 0.0 $214k 7.1k 30.15
Xcel Energy (XEL) 0.0 $214k 3.2k 67.61
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $213k 1.8k 118.60
Citigroup Com New (C) 0.0 $211k 3.5k 60.48
Focus Finl Partners Com Cl A 0.0 $209k 3.5k 59.71
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $206k 7.9k 25.96
Capital One Financial (COF) 0.0 $204k 1.4k 144.89
General Motors Company (GM) 0.0 $202k 3.4k 58.60
Accenture Plc Ireland Shs Class A (ACN) 0.0 $201k 484.00 415.29
Sprott Physical Gold Tr Unit (PHYS) 0.0 $200k 14k 14.36
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $196k 13k 15.60
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $164k 11k 15.58
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $128k 16k 8.21
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $76k 15k 5.07
Wheels Up Experience Com Cl A 0.0 $70k 15k 4.67