Sovereign Financial Group

Sovereign Financial Group as of Sept. 30, 2024

Portfolio Holdings for Sovereign Financial Group

Sovereign Financial Group holds 282 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.5 $24M 41k 573.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.5 $24M 445k 52.81
Vanguard Index Fds Growth Etf (VUG) 5.2 $22M 58k 383.93
Ishares Tr Core S&p500 Etf (IVV) 4.2 $18M 31k 576.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $17M 35k 488.06
Vanguard Index Fds Value Etf (VTV) 3.9 $17M 96k 174.57
Apple (AAPL) 2.9 $13M 54k 233.00
Alphabet Cap Stk Cl C (GOOG) 2.3 $9.6M 58k 167.19
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $9.1M 181k 50.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $8.8M 112k 78.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $8.4M 176k 47.85
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.6 $6.8M 115k 59.21
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $6.6M 135k 49.31
Vanguard Index Fds Small Cp Etf (VB) 1.5 $6.2M 26k 237.21
Microsoft Corporation (MSFT) 1.4 $6.2M 14k 430.29
Alphabet Cap Stk Cl A (GOOGL) 1.4 $6.2M 37k 165.85
NVIDIA Corporation (NVDA) 1.1 $4.9M 40k 121.44
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $4.4M 34k 128.20
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $4.2M 54k 78.37
Ishares Tr Core Total Usd (IUSB) 1.0 $4.2M 89k 47.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $4.1M 7.8k 527.66
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.0 $4.1M 87k 47.21
Vanguard Bd Index Fds Long Term Bond (BLV) 0.9 $4.0M 54k 75.17
Ishares Tr Residential Mult (REZ) 0.9 $3.9M 43k 88.82
Southern Company (SO) 0.8 $3.6M 40k 90.18
Amazon (AMZN) 0.8 $3.6M 19k 186.33
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.7 $3.1M 60k 51.24
United Parcel Service CL B (UPS) 0.7 $3.0M 22k 136.34
RBB Us Treas 3 Mnth (TBIL) 0.6 $2.7M 54k 50.04
Mastercard Incorporated Cl A (MA) 0.6 $2.7M 5.4k 493.81
Exxon Mobil Corporation (XOM) 0.6 $2.5M 21k 117.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $2.4M 26k 95.75
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $2.2M 12k 179.29
Consolidated Edison (ED) 0.5 $2.1M 20k 104.13
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $2.1M 16k 131.91
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.5 $2.0M 41k 49.47
Ishares Tr Eafe Value Etf (EFV) 0.5 $2.0M 35k 57.53
Vanguard World Mega Grwth Ind (MGK) 0.5 $2.0M 6.1k 321.93
Meta Platforms Cl A (META) 0.5 $1.9M 3.4k 572.48
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $1.9M 7.6k 245.44
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $1.8M 17k 107.65
Church & Dwight (CHD) 0.4 $1.8M 17k 104.72
Visa Com Cl A (V) 0.4 $1.8M 6.6k 274.96
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.4 $1.8M 17k 104.67
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.4 $1.7M 17k 103.26
Proshares Tr Pshs Ult S&p 500 (SSO) 0.4 $1.7M 19k 90.17
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.7M 32k 52.66
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.7M 6.9k 243.06
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.4 $1.6M 33k 50.18
General Mills (GIS) 0.4 $1.6M 22k 73.85
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.6M 31k 50.74
Vanguard Wellington Us Value Factr (VFVA) 0.4 $1.5M 13k 120.54
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $1.5M 7.0k 220.05
Bank of America Corporation (BAC) 0.4 $1.5M 39k 39.68
Costco Wholesale Corporation (COST) 0.4 $1.5M 1.7k 886.70
Kimberly-Clark Corporation (KMB) 0.3 $1.5M 10k 142.28
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $1.5M 15k 95.49
Victory Portfolios Ii Victoryshs Us (VSMV) 0.3 $1.4M 30k 48.58
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M 18k 78.05
Home Depot (HD) 0.3 $1.4M 3.5k 405.20
Vanguard World Utilities Etf (VPU) 0.3 $1.4M 8.1k 174.04
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.4M 12k 110.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.3M 2.9k 460.26
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.3 $1.3M 26k 50.30
CSX Corporation (CSX) 0.3 $1.3M 38k 34.53
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.3M 22k 59.51
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.3M 10k 125.62
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $1.3M 25k 50.60
UnitedHealth (UNH) 0.3 $1.2M 2.1k 584.68
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.2M 6.3k 197.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.2M 15k 79.42
Alps Etf Tr Oshares Us Qualt (OUSA) 0.3 $1.2M 22k 54.00
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 5.6k 210.86
Vanguard World Inf Tech Etf (VGT) 0.3 $1.2M 2.0k 586.64
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.2M 9.9k 116.96
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.1M 14k 83.63
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 5.7k 198.06
At&t (T) 0.3 $1.1M 50k 22.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $1.1M 2.6k 423.11
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.0M 6.9k 151.61
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.0M 1.8k 569.73
International Business Machines (IBM) 0.2 $1.0M 4.6k 221.06
Highland Global mf closed and mf open (HGLB) 0.2 $1.0M 127k 7.86
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $969k 12k 82.94
Allstate Corporation (ALL) 0.2 $957k 5.0k 189.64
Public Service Enterprise (PEG) 0.2 $942k 11k 89.21
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $932k 25k 38.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $927k 8.9k 104.18
Ishares Msci Emrg Chn (EMXC) 0.2 $923k 15k 61.11
Dominion Resources (D) 0.2 $920k 16k 57.79
Select Medical Holdings Corporation (SEM) 0.2 $918k 26k 34.87
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $909k 20k 45.86
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $907k 13k 72.49
Ishares Core Msci Emkt (IEMG) 0.2 $894k 16k 57.41
Broadcom (AVGO) 0.2 $888k 5.1k 172.50
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $887k 14k 62.32
Coca-Cola Company (KO) 0.2 $877k 12k 71.86
Ishares Tr Modert Alloc Etf (AOM) 0.2 $844k 19k 45.11
Procter & Gamble Company (PG) 0.2 $839k 4.8k 173.20
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $834k 21k 40.63
Ishares Tr Ishares Biotech (IBB) 0.2 $832k 5.7k 145.60
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $830k 12k 71.76
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $820k 3.1k 263.86
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $810k 13k 60.20
Nextera Energy (NEE) 0.2 $806k 9.5k 84.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $803k 2.1k 375.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $796k 11k 75.11
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $791k 8.2k 96.95
Ishares Tr Mbs Etf (MBB) 0.2 $787k 8.2k 95.81
Pepsi (PEP) 0.2 $769k 4.5k 170.07
Bristol Myers Squibb (BMY) 0.2 $767k 15k 51.74
Ge Vernova (GEV) 0.2 $731k 2.9k 255.02
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $729k 8.0k 91.31
Raytheon Technologies Corp (RTX) 0.2 $727k 6.0k 121.16
Micron Technology (MU) 0.2 $720k 6.9k 103.71
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $717k 8.9k 80.37
McDonald's Corporation (MCD) 0.2 $715k 2.3k 304.52
Kellogg Company (K) 0.2 $707k 8.8k 80.71
Johnson & Johnson (JNJ) 0.2 $697k 4.3k 162.04
Caterpillar (CAT) 0.2 $694k 1.8k 391.18
Qualcomm (QCOM) 0.2 $690k 4.1k 170.05
Arm Holdings Sponsored Ads (ARM) 0.2 $680k 4.8k 143.01
Abbvie (ABBV) 0.2 $667k 3.4k 197.49
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $665k 18k 36.13
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $661k 16k 41.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $655k 2.3k 283.12
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $648k 6.6k 98.10
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.2 $644k 6.1k 105.66
California Water Service (CWT) 0.1 $636k 12k 54.22
Goldman Sachs (GS) 0.1 $629k 1.3k 495.26
Oracle Corporation (ORCL) 0.1 $623k 3.7k 170.40
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $608k 11k 53.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $606k 6.2k 97.43
Eli Lilly & Co. (LLY) 0.1 $605k 683.00 886.02
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $591k 7.3k 80.78
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $588k 8.7k 67.51
Hormel Foods Corporation (HRL) 0.1 $585k 19k 31.70
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $585k 12k 48.56
Advanced Micro Devices (AMD) 0.1 $584k 3.6k 164.08
Blackstone Group Inc Com Cl A (BX) 0.1 $582k 3.8k 153.13
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $580k 6.0k 96.52
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $573k 14k 41.74
Ishares Tr Short Treas Bd (SHV) 0.1 $571k 5.2k 110.63
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $569k 4.1k 139.59
Cisco Systems (CSCO) 0.1 $568k 11k 53.22
Wal-Mart Stores (WMT) 0.1 $563k 7.0k 80.75
Victory Portfolios Ii Core Intermediat (UITB) 0.1 $562k 12k 47.93
Commercial Metals Company (CMC) 0.1 $555k 10k 54.96
Merck & Co (MRK) 0.1 $548k 4.8k 113.56
Amgen (AMGN) 0.1 $547k 1.7k 322.21
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $541k 5.0k 108.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $540k 2.8k 189.80
Ishares Tr Core High Dv Etf (HDV) 0.1 $535k 4.5k 117.62
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $530k 12k 45.51
Ishares Tr Us Infrastruc (IFRA) 0.1 $528k 11k 46.97
Vertiv Holdings Com Cl A (VRT) 0.1 $526k 5.3k 99.49
Wisdomtree Tr Europe Smcp Dv (DFE) 0.1 $517k 8.1k 63.50
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $516k 4.1k 126.18
Tesla Motors (TSLA) 0.1 $509k 1.9k 261.63
Pfizer (PFE) 0.1 $509k 18k 28.94
Trane Technologies SHS (TT) 0.1 $505k 1.3k 388.73
Fs Kkr Capital Corp (FSK) 0.1 $505k 26k 19.73
Ge Aerospace Com New (GE) 0.1 $504k 2.7k 188.61
Verizon Communications (VZ) 0.1 $501k 11k 44.91
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $498k 9.6k 52.13
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $494k 6.7k 73.42
Otis Worldwide Corp (OTIS) 0.1 $481k 4.6k 103.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $478k 7.2k 66.52
Texas Instruments Incorporated (TXN) 0.1 $476k 2.3k 206.57
Chevron Corporation (CVX) 0.1 $469k 3.2k 147.27
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $451k 4.2k 106.75
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $446k 1.8k 243.47
Walt Disney Company (DIS) 0.1 $444k 4.6k 96.18
Deere & Company (DE) 0.1 $443k 1.1k 417.49
Ishares Silver Tr Ishares (SLV) 0.1 $441k 16k 28.41
Select Sector Spdr Tr Technology (XLK) 0.1 $433k 1.9k 225.74
DTE Energy Company (DTE) 0.1 $432k 3.4k 128.41
Hubbell (HUBB) 0.1 $429k 1.0k 428.35
Mondelez Intl Cl A (MDLZ) 0.1 $429k 5.8k 73.67
Valero Energy Corporation (VLO) 0.1 $425k 3.1k 135.03
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.1 $424k 7.3k 58.19
Community Bank System (CBU) 0.1 $424k 7.3k 58.07
Colgate-Palmolive Company (CL) 0.1 $422k 4.1k 103.81
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $422k 9.2k 45.65
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $421k 19k 21.93
Honeywell International (HON) 0.1 $419k 2.0k 206.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $418k 8.1k 51.50
Altria (MO) 0.1 $418k 8.2k 51.04
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $416k 4.2k 98.13
Kkr & Co (KKR) 0.1 $413k 3.2k 130.58
American Electric Power Company (AEP) 0.1 $400k 3.9k 102.60
Select Sector Spdr Tr Energy (XLE) 0.1 $399k 4.5k 87.79
Omega Healthcare Investors (OHI) 0.1 $399k 9.8k 40.70
Eaton Corp SHS (ETN) 0.1 $399k 1.2k 331.35
American Express Company (AXP) 0.1 $398k 1.5k 271.15
Public Storage (PSA) 0.1 $397k 1.1k 363.87
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $391k 4.4k 88.28
Asml Holding N V N Y Registry Shs (ASML) 0.1 $390k 468.00 832.72
Goldman Sachs Etf Tr Access Hig Yld (GHYB) 0.1 $384k 8.4k 45.66
Mccormick & Co Com Non Vtg (MKC) 0.1 $383k 4.6k 82.30
Philip Morris International (PM) 0.1 $375k 3.1k 121.40
Iron Mountain (IRM) 0.1 $373k 3.1k 118.83
Ishares Tr Russell 2000 Etf (IWM) 0.1 $364k 1.6k 220.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $354k 5.5k 64.74
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $352k 4.2k 83.75
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $349k 4.3k 80.30
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $347k 3.4k 101.32
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $343k 6.5k 52.55
Ark Etf Tr Innovation Etf (ARKK) 0.1 $342k 7.2k 47.53
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $338k 13k 25.13
salesforce (CRM) 0.1 $336k 1.2k 273.70
Dell Technologies CL C (DELL) 0.1 $334k 2.8k 118.54
Intel Corporation (INTC) 0.1 $333k 14k 23.46
Analog Devices (ADI) 0.1 $332k 1.4k 230.19
Ford Motor Company (F) 0.1 $331k 31k 10.56
Carrier Global Corporation (CARR) 0.1 $330k 4.1k 80.49
Servicenow (NOW) 0.1 $329k 368.00 894.39
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $323k 4.1k 78.92
Netflix (NFLX) 0.1 $312k 440.00 709.27
Enterprise Products Partners (EPD) 0.1 $311k 11k 29.11
Vanguard World Health Car Etf (VHT) 0.1 $310k 1.1k 282.12
BlackRock 0.1 $309k 326.00 948.35
Target Corporation (TGT) 0.1 $308k 2.0k 155.86
Fidelity Covington Trust Low Volity Etf (FDLO) 0.1 $307k 5.0k 61.35
Ringcentral Cl A (RNG) 0.1 $307k 9.7k 31.63
Toll Brothers (TOL) 0.1 $305k 2.0k 154.52
Ishares Gold Tr Ishares New (IAU) 0.1 $302k 6.1k 49.70
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $299k 3.6k 83.15
DNP Select Income Fund (DNP) 0.1 $296k 30k 10.04
Cummins (CMI) 0.1 $296k 915.00 323.79
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $291k 1.4k 202.76
Ishares Tr S&p 100 Etf (OEF) 0.1 $287k 1.0k 276.77
Docusign (DOCU) 0.1 $279k 4.5k 62.09
Wp Carey (WPC) 0.1 $277k 4.4k 62.30
Realty Income (O) 0.1 $277k 4.4k 63.43
Applied Materials (AMAT) 0.1 $276k 1.4k 202.05
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $276k 4.7k 59.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $268k 1.7k 153.99
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $267k 4.9k 54.68
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $266k 6.4k 41.82
Modine Manufacturing (MOD) 0.1 $266k 2.0k 132.79
Ionq Inc Pipe (IONQ) 0.1 $266k 30k 8.74
Lowe's Companies (LOW) 0.1 $266k 981.00 270.85
Norfolk Southern (NSC) 0.1 $265k 1.1k 248.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $265k 5.2k 51.12
Essex Property Trust (ESS) 0.1 $252k 852.00 295.34
Uber Technologies (UBER) 0.1 $249k 3.3k 75.16
Oneok (OKE) 0.1 $249k 2.7k 91.13
Phillips 66 (PSX) 0.1 $243k 1.9k 131.45
Purecycle Technologies (PCT) 0.1 $243k 26k 9.50
Ishares Tr Conser Alloc Etf (AOK) 0.1 $242k 6.3k 38.66
Dupont De Nemours (DD) 0.1 $242k 2.7k 89.12
IDEXX Laboratories (IDXX) 0.1 $238k 470.00 505.22
Mainstay Definedterm Mn Opp (MMD) 0.1 $237k 14k 16.86
Marathon Petroleum Corp (MPC) 0.1 $236k 1.4k 162.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $231k 2.7k 84.54
Travelers Companies (TRV) 0.1 $231k 986.00 234.12
Ishares Tr Core Msci Total (IXUS) 0.1 $228k 3.1k 72.63
General Motors Company (GM) 0.1 $227k 5.1k 44.84
New Jersey Resources Corporation (NJR) 0.1 $226k 4.8k 47.20
Dow (DOW) 0.1 $226k 4.1k 54.62
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $223k 4.1k 54.93
Blackstone Secd Lending Common Stock (BXSL) 0.1 $222k 7.6k 29.29
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $222k 2.0k 108.79
Starbucks Corporation (SBUX) 0.1 $220k 2.3k 97.49
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $218k 2.0k 109.33
Adobe Systems Incorporated (ADBE) 0.1 $218k 420.00 517.78
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $215k 4.4k 49.41
Union Pacific Corporation (UNP) 0.0 $210k 853.00 246.34
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $208k 3.9k 52.89
Emerson Electric (EMR) 0.0 $204k 1.9k 109.38
ConocoPhillips (COP) 0.0 $204k 1.9k 105.28
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $202k 2.6k 76.70
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $201k 2.0k 101.27
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $174k 15k 11.97
Midcap Financial Invstmnt Com New (MFIC) 0.0 $162k 12k 13.39
Mainstay Cbre Global (MEGI) 0.0 $157k 11k 14.91
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $153k 11k 14.41
Nexpoint Diversified Rel Et Com New (NXDT) 0.0 $131k 21k 6.25
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.0 $116k 11k 10.56
Bigbear Ai Hldgs (BBAI) 0.0 $37k 25k 1.46
Opko Health (OPK) 0.0 $30k 20k 1.49