Wellington Shields & Co

Wellington Shields & Co as of March 31, 2025

Portfolio Holdings for Wellington Shields & Co

Wellington Shields & Co holds 304 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Stock (MSFT) 8.1 $26M 69k 375.39
Apple Stock (AAPL) 7.8 $25M 112k 222.13
Jpmorgan Chase & Co Stock (JPM) 3.7 $12M 48k 245.30
Eli Lilly & Co Stock (LLY) 3.3 $11M 13k 825.92
Exxon Mobil Corp Stock (XOM) 2.3 $7.4M 62k 118.93
Nvidia Corporation Stock (NVDA) 2.2 $7.2M 66k 108.38
Abbvie Stock (ABBV) 2.0 $6.4M 31k 209.52
International Business Machs Stock (IBM) 1.9 $6.2M 25k 248.66
Flowers Foods Stock (FLO) 1.9 $6.2M 324k 19.01
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $5.4M 34k 156.23
Amazon Stock (AMZN) 1.7 $5.3M 28k 190.26
Blackstone Stock (BX) 1.4 $4.6M 33k 139.78
Honeywell Intl Stock (HON) 1.4 $4.3M 21k 211.75
Visa Inc Com Cl A Stock (V) 1.3 $4.3M 12k 350.46
Union Pac Corp Stock (UNP) 1.3 $4.1M 18k 236.24
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.2 $3.7M 7.0k 532.58
Abbott Labs Stock (ABT) 1.1 $3.5M 27k 132.65
S&p Global Stock (SPGI) 1.0 $3.4M 6.6k 508.10
Caterpillar Stock (CAT) 1.0 $3.2M 9.6k 329.80
Disney Walt Stock (DIS) 1.0 $3.1M 31k 98.70
Walmart Stock (WMT) 0.9 $2.8M 32k 87.79
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.9 $2.8M 18k 154.64
Johnson & Johnson Stock (JNJ) 0.8 $2.6M 16k 165.84
Kinder Morgan Inc Del Stock (KMI) 0.8 $2.6M 91k 28.53
Broadcom Stock (AVGO) 0.8 $2.5M 15k 167.43
Bristol-myers Squibb Stock (BMY) 0.8 $2.5M 40k 60.99
Spdr S&p 500 Etf Trust Etf (SPY) 0.8 $2.4M 4.4k 559.39
Merck & Co Stock (MRK) 0.7 $2.3M 26k 89.76
Illumina Stock (ILMN) 0.7 $2.3M 29k 79.34
At&t Stock (T) 0.7 $2.3M 82k 28.28
Apollo Global Mgmt Stock (APO) 0.7 $2.3M 17k 136.94
Citigroup Stock (C) 0.7 $2.2M 31k 70.99
Home Depot Stock (HD) 0.7 $2.2M 5.9k 366.51
Chevron Corp Stock (CVX) 0.7 $2.2M 13k 167.29
Waste Mgmt Inc Del Stock (WM) 0.7 $2.1M 9.2k 231.50
Palo Alto Networks Stock (PANW) 0.6 $2.1M 12k 170.64
Ge Aerospace Stock (GE) 0.6 $2.0M 10k 200.15
Chart Industries Stock (GTLS) 0.6 $2.0M 14k 144.36
Newmont Corp Stock (NEM) 0.6 $1.9M 40k 48.28
Pfizer Stock (PFE) 0.6 $1.9M 75k 25.34
Oneok Stock (OKE) 0.6 $1.8M 18k 99.22
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.5 $1.8M 18k 95.48
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $1.7M 3.7k 468.86
Corning Stock (GLW) 0.5 $1.7M 37k 45.78
Verizon Communications Stock (VZ) 0.5 $1.7M 37k 45.36
Amgen Stock (AMGN) 0.5 $1.6M 5.2k 311.52
Cisco Sys Stock (CSCO) 0.5 $1.6M 26k 61.71
Southern Stock (SO) 0.5 $1.6M 17k 91.95
Equifax Stock (EFX) 0.5 $1.6M 6.5k 243.56
Aflac Stock (AFL) 0.5 $1.5M 13k 111.19
Linde Stock (LIN) 0.5 $1.5M 3.2k 465.63
Mckesson Corp Stock (MCK) 0.5 $1.4M 2.1k 672.99
Cvs Health Corp Stock (CVS) 0.4 $1.4M 21k 67.75
Enterprise Prods Partners Stock (EPD) 0.4 $1.4M 42k 34.14
Citizens Finl Group Stock (CFG) 0.4 $1.4M 34k 40.97
Rocket Lab Usa Stock 0.4 $1.4M 76k 17.88
Boeing Stock (BA) 0.4 $1.4M 8.0k 170.55
Palantir Technologies Inc Cl A Stock (PLTR) 0.4 $1.3M 16k 84.40
Blackrock Stock (BLK) 0.4 $1.3M 1.4k 946.48
Thermo Fisher Scientific Stock (TMO) 0.4 $1.3M 2.6k 497.60
Meta Platforms Inc Cl A Stock (META) 0.4 $1.3M 2.2k 576.36
Encompass Health Corp Stock (EHC) 0.4 $1.2M 12k 101.28
American Express Stock (AXP) 0.4 $1.2M 4.6k 269.05
Coca Cola Stock (KO) 0.4 $1.2M 17k 71.62
Lockheed Martin Corp Stock (LMT) 0.4 $1.2M 2.7k 446.71
Weyerhaeuser Co Mtn Be Reit (WY) 0.4 $1.2M 40k 29.28
Eaton Corp Stock (ETN) 0.4 $1.1M 4.1k 271.85
Qxo Stock (QXO) 0.3 $1.1M 82k 13.54
Philip Morris Intl Stock (PM) 0.3 $1.1M 7.0k 158.73
Procter And Gamble Stock (PG) 0.3 $1.1M 6.3k 170.41
3M Stock (MMM) 0.3 $1.1M 7.2k 146.87
Rtx Corporation Stock (RTX) 0.3 $1.1M 8.0k 132.46
Costco Whsl Corp Stock (COST) 0.3 $1.0M 1.1k 945.78
Jackson Financial Inc Com Cl A Stock (JXN) 0.3 $1.0M 12k 83.78
Personalis Stock (PSNL) 0.3 $1.0M 293k 3.51
Prudential Finl Stock (PRU) 0.3 $1.0M 9.1k 111.68
Blackstone Secd Lending Cef (BXSL) 0.3 $1.0M 31k 32.36
Enbridge Stock (ENB) 0.3 $1.0M 23k 44.27
Carmax Stock (KMX) 0.3 $996k 13k 77.92
Csx Corp Stock (CSX) 0.3 $996k 34k 29.43
Keycorp Stock (KEY) 0.3 $979k 61k 15.99
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.3 $962k 52k 18.59
General Mls Stock (GIS) 0.3 $961k 16k 59.79
Nextera Energy Stock (NEE) 0.3 $951k 13k 70.89
Simon Ppty Group Reit (SPG) 0.3 $947k 5.7k 166.08
Medtronic Stock (MDT) 0.3 $932k 10k 89.86
Iron Mtn Inc Del Reit (IRM) 0.3 $916k 11k 86.04
Generac Hldgs Stock (GNRC) 0.3 $914k 7.2k 126.65
Qualcomm Stock (QCOM) 0.3 $906k 5.9k 153.61
Builders Firstsource Stock (BLDR) 0.3 $901k 7.2k 124.94
Devon Energy Corp Stock (DVN) 0.3 $894k 24k 37.40
Pnc Finl Svcs Group Stock (PNC) 0.3 $889k 5.1k 175.76
Pepsico Stock (PEP) 0.3 $887k 5.9k 149.94
Spdr Gold Shares Etf (GLD) 0.3 $876k 3.0k 288.14
Comcast Corp New Cl A Stock (CMCSA) 0.3 $835k 23k 36.90
United Parcel Service Inc Cl B Stock (UPS) 0.3 $834k 7.6k 109.99
Taiwan Semiconductor Mfg Adr (TSM) 0.3 $830k 5.0k 166.00
Freeport-mcmoran Inc Cl B Stock (FCX) 0.3 $808k 21k 37.86
Ishares Tips Bond Etf Etf (TIP) 0.2 $785k 7.1k 111.09
Fidelity Natl Information Svcs Stock (FIS) 0.2 $784k 11k 74.68
Northrop Grumman Corp Stock (NOC) 0.2 $783k 1.5k 512.01
Emerson Elec Stock (EMR) 0.2 $720k 6.6k 109.64
Mcdonalds Corp Stock (MCD) 0.2 $708k 2.3k 312.43
Chipotle Mexican Grill Stock (CMG) 0.2 $703k 14k 50.21
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $699k 14k 49.90
Snowflake Inc Cl A Stock (SNOW) 0.2 $687k 4.7k 146.16
Duke Energy Corp Stock (DUK) 0.2 $687k 5.6k 121.96
Conocophillips Stock (COP) 0.2 $658k 6.3k 105.02
Flutter Entmt Stock (FLUT) 0.2 $653k 2.9k 221.55
First Solar Stock (FSLR) 0.2 $652k 5.2k 126.43
Gilead Sciences Stock (GILD) 0.2 $651k 5.8k 112.05
Williams Cos Stock (WMB) 0.2 $644k 11k 59.76
Dupont De Nemours Stock (DD) 0.2 $643k 8.6k 74.68
Corebridge Finl Stock (CRBG) 0.2 $631k 20k 31.57
Sei Invts Stock (SEIC) 0.2 $621k 8.0k 77.63
Ge Vernova Stock (GEV) 0.2 $621k 2.0k 305.28
Mastercard Incorporated Cl A Stock (MA) 0.2 $599k 1.1k 548.12
Illinois Tool Wks Stock (ITW) 0.2 $595k 2.4k 248.01
Motorola Solutions Stock (MSI) 0.2 $581k 1.3k 437.81
BP Adr (BP) 0.2 $579k 17k 33.79
Rpm Intl Stock (RPM) 0.2 $578k 5.0k 115.68
Altria Group Stock (MO) 0.2 $566k 9.4k 60.02
Teva Pharmaceutical Inds Adr (TEVA) 0.2 $558k 36k 15.37
Aes Corp Stock (AES) 0.2 $529k 43k 12.42
Wp Carey Reit (WPC) 0.2 $519k 8.2k 63.11
Adobe Stock (ADBE) 0.2 $513k 1.3k 383.53
Oracle Corp Stock (ORCL) 0.2 $505k 3.6k 139.81
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $502k 2.4k 206.48
Kodiak Gas Svcs Stock (KGS) 0.2 $485k 13k 37.30
Dte Energy Stock (DTE) 0.2 $484k 3.5k 138.27
Loews Corp Stock (L) 0.1 $460k 5.0k 91.91
Fidelity National Financial In Fnf Group Stock (FNF) 0.1 $447k 6.9k 65.08
Huntington Ingalls Inds Stock (HII) 0.1 $439k 2.2k 204.04
Eqt Corp Stock (EQT) 0.1 $427k 8.0k 53.43
Trimble Stock (TRMB) 0.1 $427k 6.5k 65.65
The Cigna Group Stock (CI) 0.1 $423k 1.3k 329.00
Applied Matls Stock (AMAT) 0.1 $421k 2.9k 145.12
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $413k 1.2k 352.58
Constellation Energy Corp Stock (CEG) 0.1 $411k 2.0k 201.58
Lowes Cos Stock (LOW) 0.1 $410k 1.8k 233.23
Texas Pacific Land Corporation Stock (TPL) 0.1 $409k 309.00 1324.99
Colgate Palmolive Stock (CL) 0.1 $406k 4.3k 93.70
Becton Dickinson & Co Stock (BDX) 0.1 $402k 1.8k 229.04
Albemarle Corp Stock (ALB) 0.1 $400k 5.6k 72.02
Everest Group Stock (EG) 0.1 $400k 1.1k 363.33
Travelers Companies Stock (TRV) 0.1 $399k 1.5k 264.46
Bank New York Mellon Corp Stock (BK) 0.1 $398k 4.7k 83.87
Eog Res Stock (EOG) 0.1 $396k 3.1k 128.24
Radnet Stock (RDNT) 0.1 $393k 7.9k 49.72
Cheniere Energy Stock (LNG) 0.1 $383k 1.7k 231.40
Dow Stock (DOW) 0.1 $376k 11k 34.92
News Corp New Cl A Stock (NWSA) 0.1 $376k 14k 27.22
Eastman Chem Stock (EMN) 0.1 $375k 4.3k 88.11
Shell Plc Spon Ads Adr (SHEL) 0.1 $372k 5.1k 73.28
Te Connectivity Plc Ord Stock (TEL) 0.1 $353k 2.5k 141.32
M & T Bk Corp Stock (MTB) 0.1 $351k 2.0k 178.75
Nike Inc Cl B Stock (NKE) 0.1 $350k 5.5k 63.48
Metlife Stock (MET) 0.1 $349k 4.3k 80.29
Kkr & Co Stock (KKR) 0.1 $347k 3.0k 115.61
General Dynamics Corp Stock (GD) 0.1 $345k 1.3k 272.58
West Pharmaceutical Svsc Stock (WST) 0.1 $336k 1.5k 223.88
Occidental Pete Corp Stock (OXY) 0.1 $336k 6.8k 49.36
Valero Energy Corp Stock (VLO) 0.1 $330k 2.5k 132.07
Royal Gold Stock (RGLD) 0.1 $327k 2.0k 163.51
Hershey Stock (HSY) 0.1 $325k 1.9k 171.03
Paypal Hldgs Stock (PYPL) 0.1 $324k 5.0k 65.25
Diamondback Energy Stock (FANG) 0.1 $320k 2.0k 159.90
Wynn Resorts Stock (WYNN) 0.1 $317k 3.8k 83.50
Spdr S&p Biotech Etf Etf (XBI) 0.1 $316k 3.9k 81.10
On Hldg Ag Namen Akt A Stock (ONON) 0.1 $312k 7.1k 43.92
Agnico Eagle Mines Stock (AEM) 0.1 $312k 2.9k 108.40
Sysco Corp Stock (SYY) 0.1 $311k 4.1k 75.04
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $308k 3.3k 93.45
Invesco Water Resources Etf Etf (PHO) 0.1 $308k 4.8k 64.51
Intel Corp Stock (INTC) 0.1 $307k 14k 22.71
Steris Plc Shs Usd Stock (STE) 0.1 $306k 1.4k 226.65
American Wtr Wks Stock (AWK) 0.1 $295k 2.0k 147.52
Comfort Sys Usa Stock (FIX) 0.1 $292k 906.00 322.33
Iridium Communications Stock (IRDM) 0.1 $287k 11k 27.32
Markel Group Stock (MKL) 0.1 $280k 150.00 1869.61
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $272k 4.0k 67.85
Grail Stock (GRAL) 0.1 $264k 10k 25.54
Rockwell Automation Stock (ROK) 0.1 $258k 1.0k 258.38
Wheaton Precious Metals Corp Stock (WPM) 0.1 $256k 3.3k 77.63
Trinity Inds Stock (TRN) 0.1 $255k 9.1k 28.06
Schlumberger Ltd Com Stk Stock (SLB) 0.1 $255k 6.1k 41.80
HP Stock (HPQ) 0.1 $255k 9.2k 27.69
Simpson Mfg Stock (SSD) 0.1 $253k 1.6k 157.08
Greif Inc Cl B Stock (GEF.B) 0.1 $252k 4.3k 59.28
Goldman Sachs Bdc Cef (GSBD) 0.1 $249k 21k 11.63
California Wtr Svc Group Stock (CWT) 0.1 $242k 5.0k 48.46
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $241k 771.00 312.04
Public Storage Oper Reit (PSA) 0.1 $239k 800.00 299.29
Corteva Stock (CTVA) 0.1 $236k 3.7k 62.93
Chubb Stock (CB) 0.1 $230k 761.00 301.99
Consolidated Edison Stock (ED) 0.1 $229k 2.1k 110.60
Salesforce Stock (CRM) 0.1 $227k 846.00 268.36
Unilever Adr (UL) 0.1 $227k 3.8k 59.55
Phillips 66 Stock (PSX) 0.1 $226k 1.8k 123.48
Texas Instrs Stock (TXN) 0.1 $225k 1.3k 179.70
Sensient Technologies Corp Stock (SXT) 0.1 $223k 3.0k 74.43
Otis Worldwide Corp Stock (OTIS) 0.1 $221k 2.1k 103.20
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $218k 3.5k 61.78
Sempra Stock (SRE) 0.1 $214k 3.0k 71.36
Arcosa Stock (ACA) 0.1 $213k 2.8k 77.12
Asml Holding N V N Y Registry Adr (ASML) 0.1 $211k 319.00 662.63
Tesla Stock (TSLA) 0.1 $211k 815.00 259.16
Patria Investments Limited Com Cl A Stock (PAX) 0.1 $208k 18k 11.29
Paramount Global Class B Stock (PARA) 0.1 $207k 17k 11.96
Erie Indty Co Cl A Stock (ERIE) 0.1 $207k 494.00 419.05
Clorox Co Del Stock (CLX) 0.1 $206k 1.4k 147.25
Kimberly-clark Corp Stock (KMB) 0.1 $200k 1.4k 142.22
L3harris Technologies Stock (LHX) 0.1 $198k 948.00 209.31
First Horizon Corporation Stock (FHN) 0.1 $194k 10k 19.42
Kraft Heinz Stock (KHC) 0.1 $192k 6.3k 30.43
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $189k 6.1k 30.73
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $184k 438.00 419.88
Ford Mtr Stock (F) 0.1 $183k 18k 10.03
Ge Healthcare Technologies Stock (GEHC) 0.1 $178k 2.2k 80.71
Alerian Mlp Etf Etf (AMLP) 0.1 $175k 3.4k 51.94
Navigator Hldgs Stock (NVGS) 0.1 $171k 13k 13.31
International Paper Stock (IP) 0.1 $165k 3.1k 53.36
Truist Finl Corp Stock (TFC) 0.1 $165k 4.0k 41.15
Intuit Stock (INTU) 0.0 $157k 256.00 613.99
Unitedhealth Group Stock (UNH) 0.0 $155k 295.00 523.75
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $154k 14k 10.73
Scotts Miracle-gro Co Cl A Stock (SMG) 0.0 $153k 2.8k 54.89
Fiserv Stock (FI) 0.0 $151k 682.00 220.83
Fastenal Stock (FAST) 0.0 $147k 1.9k 77.55
Fedex Corp Stock (FDX) 0.0 $146k 600.00 243.78
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $146k 530.00 274.84
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $143k 2.5k 57.14
Conagra Brands Stock (CAG) 0.0 $141k 5.3k 26.67
Invesco Preferred Etf Etf (PGX) 0.0 $140k 12k 11.22
Okta Inc Cl A Stock (OKTA) 0.0 $137k 1.3k 105.22
Alibaba Group Hldg Adr (BABA) 0.0 $135k 1.0k 132.23
Uber Technologies Stock (UBER) 0.0 $135k 1.9k 72.86
Suro Capital Corp Cef (SSSS) 0.0 $132k 27k 4.97
Cleveland-cliffs Stock (CLF) 0.0 $131k 16k 8.22
Flagstar Financial Stock (FLG) 0.0 $131k 11k 11.62
Carrier Global Corporation Stock (CARR) 0.0 $127k 2.0k 63.40
Starbucks Corp Stock (SBUX) 0.0 $124k 1.3k 98.09
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $124k 519.00 238.20
Deere & Co Stock (DE) 0.0 $123k 261.00 469.35
Delta Air Lines Inc Del Stock (DAL) 0.0 $114k 2.6k 43.60
Mannkind Corp Stock (MNKD) 0.0 $114k 23k 5.03
Amplify Cybersecurity Etf Etf (HACK) 0.0 $111k 1.6k 71.80
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $111k 8.6k 12.83
Transocean Ltd Registered Stock (RIG) 0.0 $106k 33k 3.17
American Elec Pwr Stock (AEP) 0.0 $104k 950.00 109.27
Carlyle Group Stock (CG) 0.0 $101k 2.3k 43.59
B & G Foods Stock (BGS) 0.0 $100k 15k 6.87
Novo-nordisk A S Adr (NVO) 0.0 $99k 1.4k 69.44
Advanced Micro Devices Stock (AMD) 0.0 $97k 939.00 102.74
Anteris Technologies Global Stock (AVR) 0.0 $95k 26k 3.64
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $91k 695.00 131.11
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT) 0.0 $88k 4.4k 20.00
Edwards Lifesciences Corp Stock (EW) 0.0 $83k 1.2k 72.48
Morgan Stanley Stock (MS) 0.0 $83k 711.00 116.67
Public Svc Enterprise Grp Stock (PEG) 0.0 $82k 1.0k 82.30
Hess Corp Stock (HES) 0.0 $80k 500.00 159.73
Stereotaxis Stock (STXS) 0.0 $79k 45k 1.76
Armada Hoffler Pptys Reit (AHH) 0.0 $75k 10k 7.51
Bank America Corp Stock (BAC) 0.0 $72k 1.7k 41.73
United Rentals Stock (URI) 0.0 $67k 107.00 626.70
Netflix Stock (NFLX) 0.0 $65k 70.00 932.53
Casi Pharmaceuticals Stock (CASI) 0.0 $65k 30k 2.16
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $58k 400.00 146.01
Idacorp Stock (IDA) 0.0 $58k 500.00 116.22
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $58k 650.00 88.99
Lumen Technologies Stock (LUMN) 0.0 $53k 14k 3.92
North European Oil Rty Tr Sh Ben Int Stock (NRT) 0.0 $52k 11k 4.81
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $52k 1.0k 51.78
Cintas Corp Stock (CTAS) 0.0 $51k 250.00 205.53
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $50k 1.0k 49.81
H & E Equipment Services Stock 0.0 $47k 500.00 94.79
Electronic Arts Stock (EA) 0.0 $47k 322.00 144.52
Zoetis Inc Cl A Stock (ZTS) 0.0 $46k 277.00 164.65
Quanta Svcs Stock (PWR) 0.0 $45k 178.00 254.18
Universal Electrs Stock (UEIC) 0.0 $45k 7.3k 6.12
Target Corp Stock (TGT) 0.0 $42k 400.00 104.36
Main Str Cap Corp Cef (MAIN) 0.0 $41k 725.00 56.56
Planet Labs Pbc Com Cl A Stock (PL) 0.0 $39k 12k 3.38
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $36k 207.00 172.83
Wabtec Stock (WAB) 0.0 $34k 190.00 181.14
Entergy Corp Stock (ETR) 0.0 $34k 400.00 85.49
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $32k 500.00 63.00
Gabelli Equity Tr Cef (GAB) 0.0 $30k 5.4k 5.51
Stryker Corporation Stock (SYK) 0.0 $28k 75.00 372.25
Precigen Stock (PGEN) 0.0 $25k 17k 1.49
Steel Dynamics Stock (STLD) 0.0 $25k 200.00 125.08
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $20k 100.00 202.13
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $20k 376.00 52.33
Core Scientific Stock (CORZ) 0.0 $14k 1.9k 7.24
Tpi Composites Stock (TPICQ) 0.0 $13k 16k 0.81
Automatic Data Processing Stock (ADP) 0.0 $12k 39.00 305.54
Communication Services Select Sector Spdr Fund Etf (XLC) 0.0 $9.3k 96.00 96.45
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $9.1k 99.00 91.73
Intuitive Surgical Stock (ISRG) 0.0 $5.4k 11.00 495.27
T-mobile Us Stock (TMUS) 0.0 $3.5k 13.00 266.69
Ishares Silver Trust Etf (SLV) 0.0 $3.1k 100.00 30.99
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $2.3k 50.00 46.82
Petroleo Brasileiro Sa Petrobr Adr (PBR) 0.0 $1.9k 130.00 14.34
Vanguard S&p 500 Etf Etf (VOO) 0.0 $514.000000 1.00 514.00