Tyche Wealth Partners

Tyche Wealth Partners as of June 30, 2026

Portfolio Holdings for Tyche Wealth Partners

Tyche Wealth Partners holds 339 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
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.4 $53M 70k 746.77
Apple (AAPL) 5.2 $37M 127k 289.36
Pepsi (PEP) 3.7 $27M 196k 135.40
Exxon Mobil Corporation (XOM) 3.0 $22M 159k 136.72
Fidelity Covington Trust Enh Mid Cor Etf (FMDE) 3.0 $22M 533k 40.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $19M 26k 736.39
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.4 $17M 292k 58.26
NVIDIA Corporation (NVDA) 2.4 $17M 85k 200.09
Ishares Tr Core S&p500 Etf (IVV) 2.2 $16M 21k 748.91
Ishares Tr National Mun Etf (MUB) 2.0 $15M 135k 107.62
Amazon (AMZN) 1.9 $14M 57k 238.34
Tidal Trust Iii Vist Arti In Etf (AIS) 1.7 $12M 143k 85.31
Microsoft Corporation (MSFT) 1.7 $12M 32k 373.02
Proshares Tr Pshs Ultra Tech (ROM) 1.7 $12M 78k 155.20
Wal-Mart Stores (WMT) 1.5 $10M 92k 113.26
Tesla Motors (TSLA) 1.4 $9.9M 24k 420.59
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $9.2M 58k 158.03
Visa Com Cl A (V) 1.2 $8.6M 25k 343.08
Texas Instruments Incorporated (TXN) 1.1 $8.1M 27k 298.07
Ishares Tr Long Term Muni (LMUB) 1.1 $7.9M 155k 51.22
Caterpillar (CAT) 1.1 $7.8M 7.3k 1064.97
Blackrock Etf Trust Isha In Ctry Etf (CORO) 1.1 $7.6M 208k 36.60
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 1.0 $7.1M 141k 50.39
Alphabet Cap Stk Cl A (GOOGL) 1.0 $6.9M 19k 357.37
JPMorgan Chase & Co. (JPM) 0.9 $6.6M 20k 327.33
Altria (MO) 0.9 $6.3M 88k 71.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $6.2M 9.1k 686.77
Chevron Corporation (CVX) 0.9 $6.1M 37k 165.76
Home Depot (HD) 0.9 $6.1M 17k 352.68
Johnson & Johnson (JNJ) 0.8 $5.7M 22k 253.97
Eli Lilly & Co. (LLY) 0.8 $5.6M 4.7k 1199.33
Procter & Gamble Company (PG) 0.8 $5.6M 38k 146.64
Costco Wholesale Corporation (COST) 0.8 $5.5M 5.8k 935.49
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.8 $5.4M 80k 68.01
Ishares Tr Us Sml Cap Eqt (SMLF) 0.6 $4.4M 49k 89.14
Abbvie (ABBV) 0.6 $4.4M 17k 251.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.3M 12k 370.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $4.3M 127k 33.84
Nextera Energy (NEE) 0.6 $4.1M 47k 87.77
Ishares Tr U.s. Tech Etf (IYW) 0.6 $4.0M 16k 252.23
Raytheon Technologies Corp (RTX) 0.6 $4.0M 21k 189.73
Blackrock Etf Trust Isha Us Them Etf (THRO) 0.6 $4.0M 92k 43.11
Wells Fargo & Company (WFC) 0.6 $3.9M 48k 82.64
Coca-Cola Company (KO) 0.5 $3.9M 48k 81.27
Goldman Sachs (GS) 0.5 $3.9M 3.8k 1011.41
Mastercard Incorporated Cl A (MA) 0.5 $3.7M 7.2k 513.58
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.6M 10k 353.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $3.5M 16k 219.43
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.5 $3.4M 65k 52.72
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $3.3M 14k 236.62
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.4 $3.1M 110k 28.05
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.4 $3.1M 294k 10.41
Philip Morris International (PM) 0.4 $3.0M 17k 180.92
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $3.0M 43k 69.90
Broadcom (AVGO) 0.4 $2.9M 7.8k 377.77
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $2.9M 51k 56.48
Crowdstrike Hldgs Cl A (CRWD) 0.4 $2.9M 3.7k 763.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.8M 5.7k 500.37
McDonald's Corporation (MCD) 0.4 $2.8M 10k 270.31
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.8M 7.6k 368.37
Southern Company (SO) 0.4 $2.7M 28k 95.71
Palo Alto Networks (PANW) 0.4 $2.6M 7.7k 341.04
Ishares Core Msci Emkt (IEMG) 0.4 $2.5M 30k 82.84
Cipher Mining (CIFR) 0.3 $2.5M 100k 24.50
Ametek (AME) 0.3 $2.4M 10k 241.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.4M 11k 212.76
Netflix (NFLX) 0.3 $2.3M 32k 71.40
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.3 $2.2M 12k 190.51
Global X Fds Defense Tech Etf (SHLD) 0.3 $2.2M 36k 59.71
UnitedHealth (UNH) 0.3 $2.1M 5.2k 415.64
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $2.1M 57k 37.26
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $2.1M 41k 50.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $2.1M 43k 48.43
Union Pacific Corporation (UNP) 0.3 $2.0M 7.5k 271.99
Spdr Series Trust St Str Sp Div (SDY) 0.3 $2.0M 13k 152.18
Meta Platforms Cl A (META) 0.3 $2.0M 3.5k 563.22
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $2.0M 19k 102.16
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $1.9M 20k 96.49
Illinois Tool Works (ITW) 0.3 $1.9M 7.1k 270.47
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $1.9M 83k 22.78
Nuveen Insured Tax-Free Adv Munici (NEA) 0.3 $1.8M 157k 11.74
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.2 $1.7M 33k 51.78
Lockheed Martin Corporation (LMT) 0.2 $1.6M 3.2k 509.39
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $1.6M 134k 12.12
Ishares Tr Select Divid Etf (DVY) 0.2 $1.6M 10k 156.30
Ishares Tr Mbs Etf (MBB) 0.2 $1.6M 17k 94.52
Cisco Systems (CSCO) 0.2 $1.6M 13k 117.46
Nuveen Insd Dividend Advantage (NVG) 0.2 $1.5M 118k 12.80
Enterprise Products Partners (EPD) 0.2 $1.5M 41k 36.76
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.2 $1.5M 28k 52.34
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.4M 17k 82.65
Ishares Tr Systematic Bd Et (SYSB) 0.2 $1.4M 16k 88.71
Blackrock (BLK) 0.2 $1.4M 1.4k 961.75
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.3M 20k 66.45
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.3M 11k 124.17
Nebius Group Shs Class A (NBIS) 0.2 $1.3M 4.7k 276.17
Lowe's Companies (LOW) 0.2 $1.3M 5.8k 220.49
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.3M 4.1k 306.30
Oneok (OKE) 0.2 $1.2M 14k 86.94
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $1.2M 9.8k 124.76
Nuveen Equity Premium and Growth Fund (SPXX) 0.2 $1.2M 65k 18.64
Thermo Fisher Scientific (TMO) 0.2 $1.2M 2.4k 501.42
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.2M 3.9k 300.45
Ge Aerospace Com New (GE) 0.2 $1.2M 3.1k 373.72
At&t (T) 0.2 $1.2M 56k 20.70
Merck & Co (MRK) 0.2 $1.1M 8.6k 128.50
Air Products & Chemicals (APD) 0.2 $1.1M 3.7k 293.16
Axon Enterprise (AXON) 0.1 $1.1M 1.9k 560.47
Phillips 66 (PSX) 0.1 $1.0M 6.2k 169.05
International Business Machines (IBM) 0.1 $1.0M 3.7k 281.24
AFLAC Incorporated (AFL) 0.1 $1.0M 8.8k 117.25
Abbott Laboratories (ABT) 0.1 $994k 11k 90.74
Vertiv Holdings Com Cl A (VRT) 0.1 $972k 2.9k 334.82
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $972k 6.6k 148.32
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $957k 2.8k 342.81
Boeing Company (BA) 0.1 $942k 4.4k 216.47
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $942k 5.9k 158.66
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $925k 1.8k 522.49
Diamondback Energy (FANG) 0.1 $924k 5.3k 175.77
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.1 $919k 73k 12.68
Ge Vernova (GEV) 0.1 $896k 762.00 1175.62
Verizon Communications (VZ) 0.1 $872k 21k 42.34
Aim Etf Products Trust Allianzim Us Eqt (NVBW) 0.1 $865k 24k 35.62
Atmos Energy Corporation (ATO) 0.1 $854k 5.0k 172.28
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.1 $847k 20k 41.83
Nuveen (NMCO) 0.1 $842k 77k 10.89
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $839k 4.5k 185.25
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.1 $834k 79k 10.60
Parker-Hannifin Corporation (PH) 0.1 $828k 847.00 977.60
Advanced Micro Devices (AMD) 0.1 $827k 1.4k 580.91
Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $821k 18k 45.34
ConocoPhillips (COP) 0.1 $811k 7.8k 103.96
Bank of America Corporation (BAC) 0.1 $796k 14k 56.98
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $784k 1.6k 477.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $771k 10k 77.11
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $770k 12k 62.20
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.1 $764k 19k 39.54
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $763k 1.2k 640.93
Honeywell International (HON) 0.1 $759k 3.4k 223.90
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $753k 14k 53.11
Honeywell Aerospace (HONA) 0.1 $750k 3.4k 221.08
Intel Corporation (INTC) 0.1 $747k 5.3k 139.64
American Centy Etf Tr Avan Emer Ex Etf (AVXC) 0.1 $745k 8.7k 85.65
Blackstone Group Inc Com Cl A (BX) 0.1 $724k 6.2k 117.67
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $700k 10k 67.38
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $699k 14k 51.51
Lam Research Corp Com New (LRCX) 0.1 $698k 1.6k 433.41
Linde SHS (LIN) 0.1 $697k 1.3k 518.82
Invesco Van Kampen Municipal Trust (VKQ) 0.1 $691k 69k 10.04
Ecolab (ECL) 0.1 $690k 2.5k 278.59
3M Company (MMM) 0.1 $685k 4.2k 161.91
Citigroup Com New (C) 0.1 $684k 4.9k 139.96
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $678k 17k 40.13
Walt Disney Company (DIS) 0.1 $670k 7.0k 96.25
Oracle Corporation (ORCL) 0.1 $669k 4.6k 146.56
AutoZone (AZO) 0.1 $662k 207.00 3195.94
Micron Technology (MU) 0.1 $660k 572.00 1154.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $657k 7.4k 89.20
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $652k 11k 61.46
Norfolk Southern (NSC) 0.1 $649k 2.1k 314.59
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $647k 2.7k 243.03
Ishares Silver Tr Ishares (SLV) 0.1 $641k 12k 53.47
Vanguard Index Fds Value Etf (VTV) 0.1 $608k 2.8k 217.96
Duke Energy Corp Com New (DUK) 0.1 $605k 4.8k 126.58
Rockwell Automation (ROK) 0.1 $594k 1.2k 495.08
BlackRock MuniHoldings Fund (MHD) 0.1 $593k 50k 11.90
Freeport Mcmoran CL B (FCX) 0.1 $590k 9.4k 62.89
Corning Incorporated (GLW) 0.1 $589k 2.3k 255.43
BlackRock Enhanced Capital and Income (CII) 0.1 $588k 23k 26.15
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.1 $584k 12k 50.37
Ishares Tr Ishares Biotech (IBB) 0.1 $584k 3.1k 190.17
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.1 $583k 26k 22.04
Bj's Wholesale Club Holdings (BJ) 0.1 $572k 6.6k 87.22
Metropcs Communications (TMUS) 0.1 $571k 3.4k 167.72
Blackrock Muniassets Fund (MUA) 0.1 $569k 52k 11.01
American Express Company (AXP) 0.1 $553k 1.6k 338.29
Vanguard Index Fds Small Cp Etf (VB) 0.1 $551k 1.8k 303.20
Prologis (PLD) 0.1 $550k 4.1k 135.47
CSX Corporation (CSX) 0.1 $550k 12k 47.53
Alliant Energy Corporation (LNT) 0.1 $550k 7.2k 76.29
Spdr Series Trust St Str P400mid (SPMD) 0.1 $548k 8.1k 67.56
Amgen (AMGN) 0.1 $542k 1.5k 362.22
Danaher Corporation (DHR) 0.1 $536k 2.8k 190.47
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $530k 9.9k 53.61
L3harris Technologies (LHX) 0.1 $521k 1.8k 290.60
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $518k 4.4k 117.27
Pfizer (PFE) 0.1 $518k 22k 24.08
Automatic Data Processing (ADP) 0.1 $514k 2.3k 223.93
FedEx Corporation (FDX) 0.1 $497k 1.6k 313.20
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $492k 26k 19.12
Aim Etf Products Trust Allia Us Feb Etf (FEBW) 0.1 $490k 14k 35.54
Colgate-Palmolive Company (CL) 0.1 $488k 5.3k 91.69
Crispr Therapeutics Namen Akt (CRSP) 0.1 $488k 9.0k 54.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $478k 2.4k 197.60
Cushman And Wakefield Common Shares (CWK) 0.1 $470k 35k 13.39
Brookfield Renewable Energy Partnership Unit (BEP) 0.1 $467k 14k 34.73
Fortinet (FTNT) 0.1 $461k 3.0k 153.62
SLB Com Stk (SLB) 0.1 $458k 9.9k 46.49
Deere & Company (DE) 0.1 $454k 716.00 634.66
Chubb (CB) 0.1 $454k 1.3k 340.84
Ares Capital Corporation (ARCC) 0.1 $452k 24k 18.53
Spdr Series Trust ST STR SP600 SML (SPSM) 0.1 $450k 7.8k 57.67
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $445k 5.9k 75.45
Ishares Tr Tips Bd Etf (TIP) 0.1 $444k 4.1k 109.44
Invesco Insured Municipal Income Trust (IIM) 0.1 $444k 35k 12.73
Waste Management (WM) 0.1 $441k 2.0k 222.89
First Financial Bankshares (FFIN) 0.1 $440k 13k 34.60
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $439k 220.00 1993.65
Ameren Corporation (AEE) 0.1 $438k 3.9k 113.04
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $438k 5.4k 80.57
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $435k 4.6k 94.57
General Dynamics Corporation (GD) 0.1 $427k 1.2k 354.37
Northrop Grumman Corporation (NOC) 0.1 $423k 831.00 509.51
Kinder Morgan (KMI) 0.1 $420k 13k 31.97
Nucor Corporation (NUE) 0.1 $411k 1.8k 222.75
Symbotic Class A Com (SYM) 0.1 $404k 9.0k 44.95
Aberdeen Mun Income Sh Ben Int (MFM) 0.1 $395k 70k 5.62
Magnolia Oil & Gas Corp Cl A (MGY) 0.1 $395k 15k 25.58
Carrier Global Corporation (CARR) 0.1 $394k 5.4k 73.35
Aim Etf Products Trust Allianzim Us Eqt (DECW) 0.1 $392k 11k 35.65
Morgan Stanley Com New (MS) 0.1 $390k 1.9k 208.99
Crane Company Common Stock (CR) 0.1 $388k 1.7k 223.08
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $388k 17k 23.52
Sabine Rty Tr Unit Ben Int (SBR) 0.1 $386k 5.3k 73.20
Emerson Electric (EMR) 0.1 $385k 2.7k 143.14
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $383k 25k 15.54
Mondelez Intl Cl A (MDLZ) 0.1 $383k 6.6k 57.84
United Parcel Svcs CL B (UPS) 0.1 $380k 3.5k 107.49
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $379k 14k 26.67
Kimberly-Clark Corporation (KMB) 0.1 $377k 3.4k 109.77
PNM Resources (TXNM) 0.1 $374k 6.6k 56.78
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.1 $372k 7.3k 50.83
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $372k 4.5k 81.94
Prudential Financial (PRU) 0.1 $371k 3.4k 107.92
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.1 $367k 3.4k 107.12
Accenture Plc Ireland Shs Class A (ACN) 0.1 $364k 2.9k 124.45
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $359k 2.2k 164.26
Eastman Chemical Company (EMN) 0.0 $356k 5.3k 66.98
Applied Materials (AMAT) 0.0 $355k 491.00 723.68
Novartis Sponsored Adr (NVS) 0.0 $353k 2.3k 156.70
Palantir Technologies Cl A (PLTR) 0.0 $350k 3.0k 116.67
Ishares Tr S&p 100 Etf (OEF) 0.0 $350k 956.00 365.74
Devon Energy Corporation (DVN) 0.0 $345k 8.3k 41.32
Vanguard Index Fds Growth Etf (VUG) 0.0 $333k 3.9k 86.13
American Tower Reit (AMT) 0.0 $331k 2.0k 163.54
Starbucks Corporation (SBUX) 0.0 $329k 3.2k 102.20
Owl Rock Capital Corporation (OBDC) 0.0 $327k 30k 10.87
Vanguard World Utilities Etf (VPU) 0.0 $325k 1.7k 195.73
Goldman Sachs Bdc SHS (GSBD) 0.0 $323k 34k 9.48
Ishares Tr Core High Dv Etf (HDV) 0.0 $317k 12k 27.41
Nuveen Mun Value Fd 2 (NUW) 0.0 $314k 22k 14.38
Spdr Series Trust Sp O&g Expl Pro (XOP) 0.0 $313k 2.0k 154.25
Xcel Energy (XEL) 0.0 $312k 3.9k 80.30
MGM Resorts International. (MGM) 0.0 $310k 6.5k 47.81
Echostar Corp Cl A 0.0 $309k 3.0k 101.50
Stryker Corporation (SYK) 0.0 $309k 980.00 314.84
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $308k 3.8k 82.11
Analog Devices (ADI) 0.0 $308k 776.00 397.23
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $308k 3.7k 83.07
Paychex (PAYX) 0.0 $308k 3.1k 98.31
Fiserv (FISV) 0.0 $307k 6.3k 49.05
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $303k 3.1k 98.99
Ishares Msci Emrg Chn (EMXC) 0.0 $301k 2.9k 102.30
SYSCO Corporation (SYY) 0.0 $300k 3.6k 83.58
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $298k 5.6k 53.17
MPLX Com Unit Rep Ltd (MPLX) 0.0 $290k 5.1k 56.33
Targa Res Corp (TRGP) 0.0 $289k 1.1k 268.11
Public Storage (PSA) 0.0 $288k 906.00 318.21
Alps Etf Tr Sectr Div Dogs (SDOG) 0.0 $288k 4.2k 68.22
Realty Income (O) 0.0 $286k 4.6k 61.96
Becton, Dickinson and (BDX) 0.0 $284k 1.9k 151.35
Shell Spon Ads (SHEL) 0.0 $282k 3.6k 77.54
Coherus Biosciences (CHRS) 0.0 $282k 201k 1.40
Bank of New York Mellon Corporation (BNY) 0.0 $281k 1.9k 144.62
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $279k 3.7k 74.90
Vanguard World Inf Tech Etf (VGT) 0.0 $272k 2.3k 119.50
MetLife (MET) 0.0 $272k 3.2k 84.60
Figure Technology Solutio Com Cl A (FIGR) 0.0 $270k 8.8k 30.71
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $265k 12k 22.75
Midcap Financial Invstmnt Com New (MFIC) 0.0 $262k 26k 10.08
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $262k 664.00 394.01
Moody's Corporation (MCO) 0.0 $260k 575.00 452.67
Putnam Managed Municipal Income Trust (PMM) 0.0 $260k 40k 6.54
American Electric Power Company (AEP) 0.0 $259k 1.9k 136.79
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $257k 6.2k 41.25
salesforce (CRM) 0.0 $255k 1.6k 156.67
Warner Bros Discovery Com Ser A (WBD) 0.0 $253k 9.5k 26.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $251k 3.2k 79.03
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $250k 3.7k 67.50
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.0 $250k 5.7k 44.03
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $249k 258.00 965.00
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $249k 1.4k 182.30
Brookfield Infrastructure Pa Lp Int Unit (BIP) 0.0 $249k 6.8k 36.49
American Centy Etf Tr Avan U S Qua Etf (AVUQ) 0.0 $249k 3.8k 66.00
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.0 $248k 2.8k 88.64
Invesco Quality Municipal Inc Trust (IQI) 0.0 $245k 24k 10.12
Marathon Petroleum Corp (MPC) 0.0 $241k 942.00 255.67
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $237k 1.9k 121.42
Spdr Series Trust St Str Sp Biot (XBI) 0.0 $236k 1.5k 158.24
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $235k 2.1k 114.18
Allstate Corporation (ALL) 0.0 $235k 988.00 237.84
Ishares Tr Us Consum Discre (IYC) 0.0 $235k 2.3k 101.09
S&p Global (SPGI) 0.0 $234k 575.00 407.23
Ishares Tr North Amern Nat (IGE) 0.0 $231k 4.1k 56.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $231k 8.3k 27.70
McKesson Corporation (MCK) 0.0 $229k 303.00 756.62
Us Bancorp Com New (USB) 0.0 $229k 3.8k 60.40
Sealsq Corp Ord Shs (LAES) 0.0 $229k 73k 3.15
Jack Henry & Associates (JKHY) 0.0 $228k 1.7k 137.78
Global X Fds Global X Uranium (URA) 0.0 $213k 4.9k 43.70
Fs Kkr Capital Corp (FSK) 0.0 $213k 20k 10.50
Arista Networks Com Shs (ANET) 0.0 $211k 1.2k 169.82
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $209k 1.6k 128.09
Kimco Realty Corporation (KIM) 0.0 $209k 8.2k 25.35
American Water Works (AWK) 0.0 $209k 1.6k 131.58
Cohen & Steers infrastucture Fund (UTF) 0.0 $208k 7.5k 27.59
Extra Space Storage (EXR) 0.0 $205k 1.4k 145.30
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $204k 2.0k 100.37
Kroger (KR) 0.0 $203k 3.7k 55.53
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $202k 2.0k 103.05
Occidental Petroleum Corporation (OXY) 0.0 $202k 4.1k 48.58
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $200k 1.7k 114.61
Blackrock Muniyield Quality Fund (MQY) 0.0 $194k 17k 11.60
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.0 $185k 13k 14.31
Silver Spike Investment Corp (LIEN) 0.0 $171k 18k 9.77
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $168k 21k 7.88
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.0 $156k 15k 10.55
Joby Aviation Common Stock (JOBY) 0.0 $155k 17k 8.92
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $155k 16k 9.64
Nuveen Global High Income SHS (JGH) 0.0 $153k 12k 12.73
Nuveen Mun High Income Opp F (NMZ) 0.0 $152k 14k 10.57
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.0 $126k 12k 10.54
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $112k 11k 10.22
Nuveen NY Municipal Value (NNY) 0.0 $100k 11k 8.74
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $60k 12k 4.99
Southland Hldgs (SLND) 0.0 $54k 81k 0.66
Lexeo Therapeutics (LXEO) 0.0 $47k 10k 4.66
Standard Lithium Corp equities (SLI) 0.0 $39k 14k 2.75
Prospect Capital Corporation (PSEC) 0.0 $31k 13k 2.31