Tyche Wealth Partners

Tyche Wealth Partners as of June 30, 2025

Portfolio Holdings for Tyche Wealth Partners

Tyche Wealth Partners holds 303 positions in its portfolio as reported in the June 2025 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) 7.3 $36M 59k 617.85
Pepsi (PEP) 5.3 $26M 198k 132.04
Apple (AAPL) 5.2 $26M 126k 205.17
Exxon Mobil Corporation (XOM) 3.5 $18M 163k 107.80
Microsoft Corporation (MSFT) 2.9 $14M 29k 497.40
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $14M 69k 204.67
Amazon (AMZN) 2.6 $13M 60k 219.39
NVIDIA Corporation (NVDA) 2.6 $13M 82k 157.99
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.5 $13M 248k 50.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $10M 19k 551.65
Visa Com Cl A (V) 1.9 $9.4M 26k 355.05
Wal-Mart Stores (WMT) 1.7 $8.4M 86k 97.78
Principal Exchange Traded Spectrum Pfd (PREF) 1.6 $7.7M 408k 18.97
Tesla Motors (TSLA) 1.4 $7.1M 22k 317.66
Ametek (AME) 1.4 $6.8M 38k 180.96
Ishares Tr Core S&p500 Etf (IVV) 1.3 $6.5M 11k 620.89
Procter & Gamble Company (PG) 1.3 $6.5M 41k 159.32
Home Depot (HD) 1.3 $6.4M 18k 366.64
Proshares Tr Pshs Ultra Tech (ROM) 1.2 $6.0M 78k 76.11
Costco Wholesale Corporation (COST) 1.2 $5.9M 5.9k 989.86
JPMorgan Chase & Co. (JPM) 1.1 $5.6M 20k 289.91
Altria (MO) 1.0 $5.0M 85k 58.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $4.9M 8.6k 568.05
Chevron Corporation (CVX) 1.0 $4.8M 34k 143.19
Ishares Tr National Mun Etf (MUB) 0.9 $4.6M 44k 104.48
Netflix (NFLX) 0.8 $4.1M 3.1k 1339.22
Mastercard Incorporated Cl A (MA) 0.8 $4.0M 7.2k 561.98
Texas Instruments Incorporated (TXN) 0.8 $4.0M 19k 207.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.7M 12k 303.93
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $3.7M 91k 40.49
Eli Lilly & Co. (LLY) 0.7 $3.7M 4.7k 779.49
Ishares Tr U.s. Tech Etf (IYW) 0.7 $3.5M 20k 173.27
Abbvie (ABBV) 0.7 $3.5M 19k 185.62
Johnson & Johnson (JNJ) 0.7 $3.5M 23k 152.75
Coca-Cola Company (KO) 0.7 $3.5M 49k 70.75
Nextera Energy (NEE) 0.7 $3.4M 49k 69.42
Philip Morris International (PM) 0.6 $3.2M 18k 182.13
Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.1M 18k 176.23
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.6 $2.9M 292k 10.07
Caterpillar (CAT) 0.6 $2.9M 7.4k 388.22
McDonald's Corporation (MCD) 0.6 $2.9M 9.8k 292.16
Nuveen Div. Advantage Muni. Fund (NAD) 0.5 $2.7M 242k 11.29
Goldman Sachs (GS) 0.5 $2.7M 3.8k 707.79
Southern Company (SO) 0.5 $2.6M 28k 91.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $2.6M 14k 182.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.5M 5.2k 485.77
Raytheon Technologies Corp (RTX) 0.5 $2.5M 17k 146.02
Meta Platforms Cl A (META) 0.5 $2.4M 3.2k 738.07
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.2M 7.2k 304.84
Palo Alto Networks (PANW) 0.4 $2.1M 10k 204.65
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $2.1M 36k 56.85
Southern Copper Corporation (SCCO) 0.4 $2.0M 20k 101.17
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $2.0M 43k 47.56
Ishares Tr Core Total Usd (IUSB) 0.4 $2.0M 43k 46.23
Illinois Tool Works (ITW) 0.4 $1.8M 7.3k 247.26
Union Pacific Corporation (UNP) 0.4 $1.8M 7.8k 230.09
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.8M 3.5k 509.36
Nuveen Insured Tax-Free Adv Munici (NEA) 0.3 $1.7M 159k 10.92
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.7M 9.5k 177.38
Abbott Laboratories (ABT) 0.3 $1.6M 12k 136.01
UnitedHealth (UNH) 0.3 $1.6M 5.1k 311.96
Broadcom (AVGO) 0.3 $1.6M 5.8k 275.64
At&t (T) 0.3 $1.6M 55k 28.94
Axon Enterprise (AXON) 0.3 $1.6M 1.9k 827.74
Blackrock (BLK) 0.3 $1.5M 1.5k 1049.58
Ishares Tr Select Divid Etf (DVY) 0.3 $1.5M 11k 132.81
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $1.5M 27k 54.46
Nuveen Insd Dividend Advantage (NVG) 0.3 $1.4M 120k 11.93
Spdr Series Trust S&p Divid Etf (SDY) 0.3 $1.4M 11k 135.72
Select Sector Spdr Tr Technology (XLK) 0.3 $1.4M 5.4k 253.22
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.4M 10k 133.31
Honeywell International (HON) 0.3 $1.4M 5.8k 232.89
Lowe's Companies (LOW) 0.3 $1.3M 5.8k 221.88
Tidal Trust Iii Vistashares Arti (AIS) 0.3 $1.3M 45k 28.12
Enterprise Products Partners (EPD) 0.3 $1.3M 41k 31.01
Lockheed Martin Corporation (LMT) 0.3 $1.3M 2.7k 463.08
Blackrock Etf Trust Ishares Us Thema (THRO) 0.3 $1.3M 36k 35.58
Wells Fargo & Company (WFC) 0.2 $1.2M 15k 80.12
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.2M 5.6k 215.80
Oneok (OKE) 0.2 $1.2M 14k 81.63
Air Products & Chemicals (APD) 0.2 $1.1M 3.9k 282.04
Boeing Company (BA) 0.2 $1.1M 5.1k 209.53
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $1.1M 11k 101.60
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.1M 9.6k 109.29
AFLAC Incorporated (AFL) 0.2 $963k 9.1k 105.46
Thermo Fisher Scientific (TMO) 0.2 $955k 2.4k 405.51
Cisco Systems (CSCO) 0.2 $946k 14k 69.38
Oracle Corporation (ORCL) 0.2 $929k 4.3k 218.64
Accenture Plc Ireland Shs Class A (ACN) 0.2 $927k 3.1k 298.86
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.2 $919k 77k 11.92
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $914k 16k 56.56
Blackstone Group Inc Com Cl A (BX) 0.2 $898k 6.0k 149.58
Metropcs Communications (TMUS) 0.2 $857k 3.6k 238.23
International Business Machines (IBM) 0.2 $842k 2.9k 294.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $838k 4.3k 195.02
Nuveen (NMCO) 0.2 $829k 77k 10.73
Diamondback Energy (FANG) 0.2 $810k 5.9k 137.41
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $808k 15k 52.84
Ge Aerospace Com New (GE) 0.2 $803k 3.1k 257.36
Nuveen Equity Premium and Growth Fund (SPXX) 0.2 $793k 45k 17.74
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $789k 7.7k 102.91
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $777k 14k 55.10
Crispr Therapeutics Namen Akt (CRSP) 0.2 $768k 16k 48.64
Verizon Communications (VZ) 0.2 $763k 18k 43.27
Atmos Energy Corporation (ATO) 0.2 $763k 4.9k 154.10
Walt Disney Company (DIS) 0.2 $761k 6.1k 124.00
AutoZone (AZO) 0.1 $746k 201.00 3712.23
ConocoPhillips (COP) 0.1 $736k 8.2k 89.74
Phillips 66 (PSX) 0.1 $726k 6.1k 119.30
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.1 $724k 21k 34.88
Automatic Data Processing (ADP) 0.1 $720k 2.3k 308.45
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $714k 1.7k 424.46
Ecolab (ECL) 0.1 $713k 2.6k 269.48
3M Company (MMM) 0.1 $697k 4.6k 152.25
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $693k 14k 50.21
Ishares Tr S&p 100 Etf (OEF) 0.1 $686k 2.3k 304.38
Select Sector Spdr Tr Indl (XLI) 0.1 $683k 4.6k 147.52
Citigroup Com New (C) 0.1 $677k 7.9k 85.12
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $676k 11k 62.02
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $672k 30k 22.39
Bj's Wholesale Club Holdings (BJ) 0.1 $672k 6.2k 107.83
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.1 $670k 71k 9.49
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $657k 2.3k 284.39
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $650k 13k 48.63
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $649k 15k 42.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $646k 6.1k 106.34
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.1 $644k 27k 24.21
Merck & Co (MRK) 0.1 $644k 8.1k 79.16
Linde SHS (LIN) 0.1 $644k 1.4k 469.09
Bank of America Corporation (BAC) 0.1 $639k 14k 47.32
Ishares Msci Emrg Chn (EMXC) 0.1 $636k 10k 63.14
Invesco Van Kampen Municipal Trust (VKQ) 0.1 $635k 69k 9.15
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $632k 6.9k 91.10
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $628k 7.7k 81.66
Ishares Gold Tr Ishares New (IAU) 0.1 $618k 9.9k 62.36
Ishares Tr Mbs Etf (MBB) 0.1 $605k 6.4k 93.89
Pfizer (PFE) 0.1 $603k 25k 24.24
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $601k 2.5k 240.34
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $599k 4.4k 134.79
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $596k 17k 34.57
Duke Energy Corp Com New (DUK) 0.1 $577k 4.9k 117.99
Ishares Tr Tips Bd Etf (TIP) 0.1 $577k 5.2k 110.05
Colgate-Palmolive Company (CL) 0.1 $536k 5.9k 90.90
Palantir Technologies Cl A (PLTR) 0.1 $533k 3.9k 136.32
Norfolk Southern (NSC) 0.1 $530k 2.1k 255.94
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $525k 9.7k 54.38
Pioneer Municipal High Incom Com Shs (MHI) 0.1 $525k 57k 9.16
American Express Company (AXP) 0.1 $508k 1.6k 319.02
Select Sector Spdr Tr Energy (XLE) 0.1 $507k 6.0k 84.80
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $505k 10k 49.51
Waste Management (WM) 0.1 $492k 2.1k 228.80
Principal Exchange Traded Active High Yl (YLD) 0.1 $489k 25k 19.37
salesforce (CRM) 0.1 $483k 1.8k 272.76
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $479k 9.4k 51.10
Paychex (PAYX) 0.1 $463k 3.2k 145.47
American Tower Reit (AMT) 0.1 $462k 2.1k 220.98
Eastman Chemical Company (EMN) 0.1 $459k 6.2k 74.66
BlackRock Enhanced Capital and Income (CII) 0.1 $458k 21k 21.35
Alliant Energy Corporation (LNT) 0.1 $448k 7.4k 60.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $448k 2.5k 181.71
Kimberly-Clark Corporation (KMB) 0.1 $444k 3.4k 128.91
Mondelez Intl Cl A (MDLZ) 0.1 $442k 6.5k 67.44
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $425k 2.0k 217.34
Mfs Mun Income Tr Sh Ben Int (MFM) 0.1 $420k 81k 5.17
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $419k 29k 14.44
Ishares Tr Ishares Biotech (IBB) 0.1 $417k 3.3k 126.51
Northrop Grumman Corporation (NOC) 0.1 $415k 830.00 500.13
Amgen (AMGN) 0.1 $414k 1.5k 279.13
Invesco Insured Municipal Income Trust (IIM) 0.1 $411k 35k 11.64
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $411k 7.5k 54.40
Carrier Global Corporation (CARR) 0.1 $411k 5.6k 73.19
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $409k 9.6k 42.60
Select Sector Spdr Tr Financial (XLF) 0.1 $409k 7.8k 52.37
Stryker Corporation (SYK) 0.1 $408k 1.0k 395.63
Cohen & Steers infrastucture Fund (UTF) 0.1 $405k 15k 26.95
Brookfield Renewable Partner Partnership Unit (BEP) 0.1 $404k 16k 25.51
Symbotic Class A Com (SYM) 0.1 $403k 10k 38.85
United Parcel Service CL B (UPS) 0.1 $402k 4.0k 100.95
Prologis (PLD) 0.1 $400k 3.8k 105.12
Rockwell Automation (ROK) 0.1 $399k 1.2k 332.17
Prudential Financial (PRU) 0.1 $398k 3.7k 107.45
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $398k 2.4k 164.46
Vanguard Index Fds Value Etf (VTV) 0.1 $387k 2.2k 176.70
Chubb (CB) 0.1 $384k 1.3k 289.81
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $384k 3.9k 97.73
PNM Resources (TXNM) 0.1 $375k 6.7k 56.32
Advanced Micro Devices (AMD) 0.1 $374k 2.6k 141.90
Ares Capital Corporation (ARCC) 0.1 $368k 17k 21.96
Hess (HES) 0.1 $365k 2.6k 138.54
Kinder Morgan (KMI) 0.1 $364k 12k 29.40
Xcel Energy (XEL) 0.1 $363k 5.3k 68.09
Ge Vernova (GEV) 0.1 $361k 682.00 529.30
BlackRock LT Municipal Advantage Trust (BTA) 0.1 $359k 39k 9.17
Deere & Company (DE) 0.1 $359k 705.00 508.49
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $358k 20k 18.13
American Centy Etf Tr Avantis Emerging (AVXC) 0.1 $358k 6.3k 56.62
Nuveen Equity Premium Income Fund (BXMX) 0.1 $356k 26k 13.88
General Dynamics Corporation (GD) 0.1 $355k 1.2k 291.55
FedEx Corporation (FDX) 0.1 $355k 1.6k 227.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $351k 4.4k 79.51
Emerson Electric (EMR) 0.1 $348k 2.6k 133.33
Magnolia Oil & Gas Corp Cl A (MGY) 0.1 $347k 15k 22.48
Oge Energy Corp (OGE) 0.1 $334k 7.5k 44.38
Alps Etf Tr Sectr Div Dogs (SDOG) 0.1 $332k 5.8k 57.48
Crane Company Common Stock (CR) 0.1 $331k 1.7k 189.87
Freeport-mcmoran CL B (FCX) 0.1 $330k 7.6k 43.35
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $327k 13k 26.15
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $322k 26k 12.51
S&p Global (SPGI) 0.1 $322k 610.00 526.98
CVS Caremark Corporation (CVS) 0.1 $320k 4.6k 68.98
Sabine Rty Tr Unit Ben Int (SBR) 0.1 $317k 4.8k 66.68
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $315k 3.6k 87.81
Schlumberger Com Stk (SLB) 0.1 $315k 9.3k 33.80
Vanguard World Utilities Etf (VPU) 0.1 $305k 1.7k 176.51
Vanguard Index Fds Growth Etf (VUG) 0.1 $304k 694.00 438.42
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $304k 4.5k 67.02
Nuveen Mun Value Fd 2 (NUW) 0.1 $298k 22k 13.68
Kellogg Company (K) 0.1 $297k 3.7k 79.53
Midcap Financial Invstmnt Com New (MFIC) 0.1 $297k 24k 12.62
Select Sector Spdr Tr Communication (XLC) 0.1 $296k 2.7k 108.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $291k 1.3k 226.53
Moody's Corporation (MCO) 0.1 $290k 578.00 501.36
Public Storage (PSA) 0.1 $287k 976.00 293.51
SYSCO Corporation (SYY) 0.1 $286k 3.8k 75.74
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $284k 1.2k 238.61
Starbucks Corporation (SBUX) 0.1 $279k 3.0k 91.62
Jack Henry & Associates (JKHY) 0.1 $277k 1.5k 180.16
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $276k 3.4k 80.98
Novartis Sponsored Adr (NVS) 0.1 $272k 2.3k 121.03
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $271k 3.7k 72.82
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $267k 2.3k 115.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $265k 3.2k 82.92
MGM Resorts International. (MGM) 0.1 $263k 7.6k 34.39
Morgan Stanley Com New (MS) 0.1 $262k 1.9k 140.82
Kroger (KR) 0.1 $262k 3.6k 71.74
Marsh & McLennan Companies 0.1 $261k 1.2k 218.71
CSX Corporation (CSX) 0.1 $260k 8.0k 32.63
Bristol Myers Squibb (BMY) 0.1 $260k 5.6k 46.29
BlackRock Insured Municipal Income Trust (BYM) 0.1 $260k 25k 10.56
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $259k 6.2k 41.59
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $256k 914.00 279.78
Ishares Tr Expanded Tech (IGV) 0.1 $254k 2.3k 109.50
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.1 $253k 12k 21.89
General Mills (GIS) 0.1 $253k 4.9k 51.81
Ishares Tr Core High Dv Etf (HDV) 0.1 $252k 2.1k 117.19
Cipher Mining (CIFR) 0.1 $251k 53k 4.78
Shell Spon Ads (SHEL) 0.1 $251k 3.6k 70.41
MetLife (MET) 0.1 $251k 3.1k 80.42
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $250k 5.8k 43.14
Parker-Hannifin Corporation (PH) 0.0 $245k 350.00 698.61
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $244k 1.6k 150.86
Nucor Corporation (NUE) 0.0 $242k 1.9k 129.54
Cabot Oil & Gas Corporation (CTRA) 0.0 $240k 9.4k 25.38
Comcast Corp Cl A (CMCSA) 0.0 $239k 6.7k 35.69
Putnam Managed Municipal Income Trust (PMM) 0.0 $238k 40k 5.98
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $237k 3.8k 62.64
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $235k 1.9k 123.58
American Water Works (AWK) 0.0 $233k 1.7k 139.11
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.0 $232k 3.3k 71.36
Ishares Tr Us Consum Discre (IYC) 0.0 $231k 2.3k 99.63
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $230k 5.6k 41.42
Realty Income (O) 0.0 $229k 4.0k 57.61
Goldman Sachs Bdc SHS (GSBD) 0.0 $228k 20k 11.25
Us Bancorp Del Com New (USB) 0.0 $228k 5.0k 45.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $228k 3.1k 73.62
McKesson Corporation (MCK) 0.0 $222k 303.00 733.37
Ameren Corporation (AEE) 0.0 $222k 2.3k 96.04
Fs Kkr Capital Corp (FSK) 0.0 $220k 11k 20.75
American Electric Power Company (AEP) 0.0 $218k 2.1k 103.77
Invesco Quality Municipal Inc Trust (IQI) 0.0 $217k 23k 9.38
Wec Energy Group (WEC) 0.0 $217k 2.1k 104.20
First Tr Exchange-traded SHS (FVD) 0.0 $214k 4.8k 44.70
MPLX Com Unit Rep Ltd (MPLX) 0.0 $214k 4.1k 51.51
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $210k 6.3k 33.50
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $204k 5.0k 40.83
Global X Fds Global X Uranium (URA) 0.0 $204k 5.3k 38.81
Otis Worldwide Corp (OTIS) 0.0 $204k 2.1k 99.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $203k 1.8k 110.13
Vanguard Index Fds Small Cp Etf (VB) 0.0 $202k 851.00 236.92
PPL Corporation (PPL) 0.0 $200k 5.9k 33.89
Blackrock Muniyield Quality Fund (MQY) 0.0 $186k 17k 11.11
Joby Aviation Common Stock (JOBY) 0.0 $180k 17k 10.55
Blackrock Muniassets Fund (MUA) 0.0 $174k 17k 10.40
Blackrock Muniholdings Insured Fund II (MUE) 0.0 $161k 17k 9.58
Cushman Wakefield SHS 0.0 $157k 14k 11.07
Coherus Biosciences (CHRS) 0.0 $154k 210k 0.73
Nuveen Mun High Income Opp F (NMZ) 0.0 $149k 14k 10.37
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.0 $146k 15k 9.83
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.0 $143k 10k 14.05
Nuveen Global High Income SHS (JGH) 0.0 $143k 11k 12.93
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $138k 14k 9.59
Franklin Bsp Rlty Tr Common Stock (FBRT) 0.0 $128k 12k 10.69
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $126k 16k 8.02
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $120k 11k 10.92
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.0 $118k 12k 9.89
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $99k 12k 8.65
Nuveen NY Municipal Value (NNY) 0.0 $92k 11k 8.11
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $88k 12k 7.26
Amc Entmt Hldgs Cl A New (AMC) 0.0 $47k 15k 3.10
Axt (AXTI) 0.0 $31k 15k 2.09
Safety Shot Com New (SHOT) 0.0 $28k 85k 0.33
Lucid Group 0.0 $26k 12k 2.11
Seastar Medical Holding Corp Com New (ICU) 0.0 $16k 38k 0.43