Western Wealth Management

Western Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Western Wealth Management

Western Wealth Management holds 277 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.4 $15M 58k 250.42
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.7 $12M 18.00 680920.00
Microsoft Corporation (MSFT) 2.5 $8.4M 20k 421.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $8.0M 287k 27.87
NVIDIA Corporation (NVDA) 2.1 $6.9M 51k 134.29
Broadcom (AVGO) 2.0 $6.6M 28k 231.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $5.3M 92k 57.53
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.6 $5.2M 126k 41.73
JPMorgan Chase & Co. (JPM) 1.3 $4.4M 18k 239.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $4.4M 7.5k 586.10
Wisdomtree Tr Us Largecap Fund (EPS) 1.2 $4.0M 65k 61.18
Tesla Motors (TSLA) 1.2 $3.8M 9.5k 403.82
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.1 $3.7M 69k 53.44
Amazon (AMZN) 1.1 $3.6M 16k 219.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $3.5M 73k 47.82
Ishares Tr Russell 2000 Etf (IWM) 1.0 $3.4M 15k 220.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $3.4M 19k 178.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.2M 7.1k 453.29
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $3.1M 42k 74.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.0M 11k 289.81
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $3.0M 117k 25.83
Home Depot (HD) 0.9 $3.0M 7.7k 388.97
Select Sector Spdr Tr Technology (XLK) 0.9 $2.9M 13k 232.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $2.9M 125k 23.18
Principal Exchange Traded Prnc Invt Grad (IG) 0.9 $2.9M 140k 20.34
RBB Us Treas 3 Mnth (TBIL) 0.8 $2.8M 56k 49.86
Tidal Etf Tr Fundstrat Granny (GRNY) 0.8 $2.8M 140k 19.96
Eli Lilly & Co. (LLY) 0.8 $2.8M 3.6k 771.99
Global X Fds S&p 500 Covered (XYLD) 0.8 $2.7M 64k 41.90
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $2.6M 32k 80.93
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.8 $2.6M 56k 46.24
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.5M 13k 189.31
Abbvie (ABBV) 0.7 $2.5M 14k 177.70
Costco Wholesale Corporation (COST) 0.7 $2.5M 2.7k 916.37
Qualcomm (QCOM) 0.7 $2.4M 16k 153.62
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $2.4M 29k 81.98
Cisco Systems (CSCO) 0.7 $2.3M 39k 59.20
Verizon Communications (VZ) 0.7 $2.2M 55k 39.99
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $2.1M 52k 41.40
Exxon Mobil Corporation (XOM) 0.6 $2.1M 20k 107.57
Johnson & Johnson (JNJ) 0.6 $2.1M 15k 144.62
Wal-Mart Stores (WMT) 0.6 $2.1M 23k 90.35
Visa Com Cl A (V) 0.6 $2.1M 6.6k 316.04
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $2.0M 23k 87.33
Wisdomtree Tr Us Multifactor (USMF) 0.6 $2.0M 40k 49.68
UnitedHealth (UNH) 0.6 $2.0M 3.9k 505.82
Meta Platforms Cl A (META) 0.6 $1.9M 3.3k 585.54
Fidelity Covington Trust Fidelity Us Mltf (FLRG) 0.6 $1.9M 58k 33.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.9M 18k 101.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.9M 68k 27.32
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.5 $1.8M 42k 43.24
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.5 $1.8M 42k 43.47
J P Morgan Exchange Traded F Income Etf (JPIE) 0.5 $1.8M 39k 45.62
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.5 $1.8M 74k 24.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.7M 3.2k 538.85
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.7M 8.8k 190.44
Blackrock (BLK) 0.5 $1.6M 1.6k 1025.21
Raymond James Financial (RJF) 0.5 $1.6M 11k 155.33
Paychex (PAYX) 0.5 $1.6M 11k 140.22
Corning Incorporated (GLW) 0.5 $1.6M 33k 47.52
Chevron Corporation (CVX) 0.5 $1.6M 11k 144.84
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $1.6M 37k 42.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.5M 3.0k 511.20
Ab Active Etfs High Yield Etf (HYFI) 0.4 $1.5M 40k 36.89
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.5M 2.5k 588.79
Comcast Corp Cl A (CMCSA) 0.4 $1.4M 38k 37.53
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.4M 12k 115.22
Amgen (AMGN) 0.4 $1.4M 5.5k 260.65
Walt Disney Company (DIS) 0.4 $1.4M 13k 111.35
Ishares Core Msci Emkt (IEMG) 0.4 $1.4M 27k 52.22
Vanguard World Mega Grwth Ind (MGK) 0.4 $1.4M 4.0k 343.41
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.4 $1.4M 54k 25.21
RPM International (RPM) 0.4 $1.4M 11k 123.06
Cambria Etf Tr Emrg Sharehldr (EYLD) 0.4 $1.4M 43k 31.31
Williams-Sonoma (WSM) 0.4 $1.3M 7.2k 185.19
Coca-Cola Company (KO) 0.4 $1.3M 21k 62.26
Texas Instruments Incorporated (TXN) 0.4 $1.3M 6.9k 187.50
Select Sector Spdr Tr Financial (XLF) 0.4 $1.3M 27k 48.33
Union Pacific Corporation (UNP) 0.4 $1.3M 5.6k 228.03
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.4 $1.3M 25k 51.23
Abbott Laboratories (ABT) 0.4 $1.3M 11k 113.11
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.3M 7.9k 159.51
Enbridge (ENB) 0.4 $1.2M 29k 42.43
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.2M 3.0k 410.47
Select Sector Spdr Tr Communication (XLC) 0.4 $1.2M 13k 96.81
Medtronic SHS (MDT) 0.4 $1.2M 15k 79.88
Broadridge Financial Solutions (BR) 0.4 $1.2M 5.3k 226.09
Skyworks Solutions (SWKS) 0.4 $1.2M 13k 88.68
Phillips 66 (PSX) 0.3 $1.2M 10k 113.93
Goldman Sachs (GS) 0.3 $1.1M 2.0k 572.50
Starbucks Corporation (SBUX) 0.3 $1.1M 12k 91.25
Jabil Circuit (JBL) 0.3 $1.1M 7.7k 143.91
Ss&c Technologies Holding (SSNC) 0.3 $1.1M 14k 75.78
Eaton Corp SHS (ETN) 0.3 $1.1M 3.3k 331.87
Cummins (CMI) 0.3 $1.1M 3.1k 348.58
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.1M 5.4k 197.48
Key (KEY) 0.3 $1.1M 62k 17.14
Interpublic Group of Companies (IPG) 0.3 $1.0M 37k 28.02
AFLAC Incorporated (AFL) 0.3 $1.0M 10k 103.44
Honeywell International (HON) 0.3 $1.0M 4.6k 225.90
Target Corporation (TGT) 0.3 $1.0M 7.6k 135.18
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $1.0M 31k 33.21
Intercontinental Exchange (ICE) 0.3 $992k 6.7k 149.00
Mccormick & Co Com Non Vtg (MKC) 0.3 $978k 13k 76.24
Tractor Supply Company (TSCO) 0.3 $963k 18k 53.06
Caterpillar (CAT) 0.3 $963k 2.7k 362.80
salesforce (CRM) 0.3 $942k 2.8k 334.30
Nexstar Media Group Common Stock (NXST) 0.3 $935k 5.9k 157.97
Northrop Grumman Corporation (NOC) 0.3 $929k 2.0k 469.33
Oracle Corporation (ORCL) 0.3 $929k 5.6k 166.65
Mastercard Incorporated Cl A (MA) 0.3 $895k 1.7k 526.70
Nike CL B (NKE) 0.3 $892k 12k 75.67
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $878k 23k 38.37
Fidelity Covington Trust Msci Energy Idx (FENY) 0.3 $862k 36k 23.84
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $860k 27k 31.44
Constellation Brands Cl A (STZ) 0.3 $845k 3.8k 220.98
Wisdomtree Tr Wisdomtree Us Va (WTV) 0.3 $845k 10k 83.58
Nextera Energy (NEE) 0.2 $810k 11k 71.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $798k 35k 22.70
Select Sector Spdr Tr Indl (XLI) 0.2 $794k 6.0k 131.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $776k 6.0k 128.62
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $770k 2.9k 264.10
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $765k 33k 22.98
Merck & Co (MRK) 0.2 $764k 7.7k 99.48
McDonald's Corporation (MCD) 0.2 $755k 2.6k 289.88
Ishares Gold Tr Ishares New (IAU) 0.2 $755k 15k 49.51
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $754k 5.5k 137.57
Anthem (ELV) 0.2 $738k 2.0k 368.97
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $720k 4.1k 175.22
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $716k 13k 56.38
American Electric Power Company (AEP) 0.2 $715k 7.7k 92.23
ConocoPhillips (COP) 0.2 $702k 7.1k 99.18
Black Hills Corporation (BKH) 0.2 $702k 12k 58.52
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $677k 3.0k 224.35
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $665k 13k 51.14
Vanguard World Inf Tech Etf (VGT) 0.2 $662k 1.1k 621.89
International Business Machines (IBM) 0.2 $651k 3.0k 219.85
Jefferies Finl Group (JEF) 0.2 $644k 8.2k 78.40
Vail Resorts (MTN) 0.2 $636k 3.4k 187.44
Diamondback Energy (FANG) 0.2 $632k 3.9k 163.85
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $631k 11k 57.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $630k 14k 44.04
Southern Company (SO) 0.2 $630k 7.6k 82.32
Air Products & Chemicals (APD) 0.2 $629k 2.2k 289.98
Intuitive Surgical Com New (ISRG) 0.2 $629k 1.2k 521.96
Progressive Corporation (PGR) 0.2 $624k 2.6k 239.61
Chipotle Mexican Grill (CMG) 0.2 $621k 10k 60.30
Vici Pptys (VICI) 0.2 $612k 21k 29.21
Procter & Gamble Company (PG) 0.2 $603k 3.6k 167.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $600k 4.7k 127.60
American Tower Reit (AMT) 0.2 $583k 3.2k 183.38
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $580k 2.8k 210.42
Hp (HPQ) 0.2 $579k 18k 32.63
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $574k 5.9k 96.82
Archer Daniels Midland Company (ADM) 0.2 $567k 11k 50.52
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $566k 5.8k 96.90
Pfizer (PFE) 0.2 $563k 21k 26.53
Wisdomtree Tr Us Quality Grow (QGRW) 0.2 $547k 11k 49.26
Netflix (NFLX) 0.2 $524k 588.00 891.32
Lam Research Corp Com New (LRCX) 0.2 $522k 7.2k 72.23
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $517k 5.2k 98.47
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $512k 2.7k 190.91
Genuine Parts Company (GPC) 0.2 $512k 4.4k 116.77
FedEx Corporation (FDX) 0.2 $511k 1.8k 281.39
Axcelis Technologies Com New (ACLS) 0.2 $510k 7.3k 69.87
Bunge Global Sa Com Shs (BG) 0.2 $508k 6.5k 77.76
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $503k 11k 46.26
Palantir Technologies Cl A (PLTR) 0.2 $501k 6.6k 75.63
John Hancock Preferred Income Fund III (HPS) 0.2 $500k 33k 15.03
Paypal Holdings (PYPL) 0.1 $495k 5.8k 85.35
Invesco Actively Managed Exc Total Return (GTO) 0.1 $494k 11k 46.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $493k 7.9k 62.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $490k 6.3k 78.01
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.1 $486k 46k 10.63
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $482k 6.5k 74.27
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $482k 9.4k 51.25
Adobe Systems Incorporated (ADBE) 0.1 $471k 1.1k 444.68
Nuveen Arizona Premium Income Mun (NAZ) 0.1 $465k 41k 11.38
Proshares Tr Msci Eafe Divd (EFAD) 0.1 $465k 13k 37.00
Ishares Tr Core Total Usd (IUSB) 0.1 $457k 10k 45.20
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $451k 6.4k 70.00
Lockheed Martin Corporation (LMT) 0.1 $450k 926.00 486.00
Us Bancorp Del Com New (USB) 0.1 $445k 9.3k 47.83
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $442k 4.0k 109.73
Vanguard World Financials Etf (VFH) 0.1 $437k 3.7k 118.07
Gilead Sciences (GILD) 0.1 $435k 4.7k 92.37
Thermo Fisher Scientific (TMO) 0.1 $431k 829.00 519.92
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $428k 4.6k 92.73
Fortinet (FTNT) 0.1 $427k 4.5k 94.48
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $418k 9.3k 44.92
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $417k 16k 26.07
Spdr Gold Tr Gold Shs (GLD) 0.1 $416k 1.7k 242.13
Pacer Fds Tr Trendpilot Fd (TRND) 0.1 $414k 13k 32.47
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $409k 5.2k 78.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $403k 17k 24.06
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $400k 20k 19.84
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $400k 1.9k 206.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $395k 17k 22.70
Verisign (VRSN) 0.1 $394k 1.9k 206.96
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $389k 1.6k 242.16
Ishares Tr Core Div Grwth (DGRO) 0.1 $388k 6.3k 61.34
Vanguard Index Fds Small Cp Etf (VB) 0.1 $380k 1.6k 240.31
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.1 $379k 35k 10.94
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $374k 16k 23.68
Teleflex Incorporated (TFX) 0.1 $372k 2.1k 177.95
Oneok (OKE) 0.1 $368k 3.7k 100.39
Ishares Tr U.s. Finls Etf (IYF) 0.1 $368k 3.3k 110.59
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $357k 6.0k 59.14
Nuveen Floating Rate Income Fund (JFR) 0.1 $354k 40k 8.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $354k 19k 18.50
Raytheon Technologies Corp (RTX) 0.1 $347k 3.0k 115.72
American Express Company (AXP) 0.1 $346k 1.2k 296.80
Pvh Corporation (PVH) 0.1 $343k 3.2k 105.75
O'reilly Automotive (ORLY) 0.1 $336k 283.00 1185.80
Bofi Holding (AX) 0.1 $335k 4.8k 69.85
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $331k 823.00 402.70
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $331k 8.0k 41.33
Api Group Corp Com Stk (APG) 0.1 $327k 9.1k 35.97
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $322k 25k 12.64
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $318k 4.1k 76.61
Ishares Tr Core Msci Intl (IDEV) 0.1 $317k 4.9k 64.47
Pepsi (PEP) 0.1 $315k 2.1k 152.03
Phinia Common Stock (PHIN) 0.1 $313k 6.5k 48.17
Nuveen Muni Value Fund (NUV) 0.1 $309k 36k 8.59
At&t (T) 0.1 $306k 13k 22.77
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $302k 10k 29.05
Cintas Corporation (CTAS) 0.1 $302k 1.7k 182.70
Principal Exchange Traded Active High Yl (YLD) 0.1 $302k 16k 19.18
Markel Corporation (MKL) 0.1 $297k 172.00 1726.23
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.1 $297k 4.1k 72.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $291k 1.6k 185.13
Lincoln National Corporation (LNC) 0.1 $286k 9.0k 31.71
United Rentals (URI) 0.1 $284k 403.00 704.44
Palo Alto Networks (PANW) 0.1 $280k 1.5k 181.96
Ishares Tr Select Divid Etf (DVY) 0.1 $276k 2.1k 131.32
Antero Midstream Corp antero midstream (AM) 0.1 $274k 18k 15.09
Wisdomtree Tr Bianco Totl Retu (WTBN) 0.1 $273k 11k 24.82
Annaly Capital Management In Com New (NLY) 0.1 $271k 15k 18.30
Ishares Tr Eafe Value Etf (EFV) 0.1 $260k 5.0k 52.47
TJX Companies (TJX) 0.1 $258k 2.1k 120.84
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $256k 4.7k 54.23
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $254k 2.7k 92.44
Bank of America Corporation (BAC) 0.1 $252k 5.7k 43.95
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $251k 4.9k 51.01
Servicenow (NOW) 0.1 $249k 235.00 1060.12
Pimco Dynamic Income SHS (PDI) 0.1 $249k 14k 18.34
3M Company (MMM) 0.1 $249k 1.9k 129.12
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $248k 2.3k 110.29
Boeing Company (BA) 0.1 $247k 1.4k 177.00
Advanced Micro Devices (AMD) 0.1 $245k 2.0k 120.79
Enterprise Products Partners (EPD) 0.1 $244k 7.8k 31.36
Pilgrim's Pride Corporation (PPC) 0.1 $240k 5.3k 45.39
Vanguard Index Fds Value Etf (VTV) 0.1 $237k 1.4k 169.33
Sabra Health Care REIT (SBRA) 0.1 $231k 13k 17.32
Tyson Foods Cl A (TSN) 0.1 $230k 4.0k 57.44
Accenture Plc Ireland Shs Class A (ACN) 0.1 $230k 654.00 351.79
Ishares Tr National Mun Etf (MUB) 0.1 $227k 2.1k 106.54
Select Sector Spdr Tr Energy (XLE) 0.1 $218k 2.5k 85.67
J Global (ZD) 0.1 $217k 4.0k 54.34
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $217k 4.5k 48.67
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $215k 26k 8.17
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 0.1 $213k 4.3k 49.86
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $209k 4.6k 45.34
Ishares Tr Us Industrials (IYJ) 0.1 $208k 1.6k 133.56
Louisiana-Pacific Corporation (LPX) 0.1 $207k 2.0k 103.55
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $207k 2.3k 89.33
Wk Kellogg Com Shs 0.1 $198k 11k 17.99
Stagwell Com Cl A (STGW) 0.1 $197k 30k 6.58
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $184k 23k 7.86
Ford Motor Company (F) 0.0 $163k 17k 9.90
Magnite Ord (MGNI) 0.0 $159k 10k 15.92
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $129k 11k 11.29
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $122k 12k 9.81
Definitive Healthcare Corp Class A Com (DH) 0.0 $90k 22k 4.11
Pimco High Income Com Shs (PHK) 0.0 $88k 18k 4.86
Oxford Lane Cap Corp (OXLC) 0.0 $62k 12k 5.07
Polestar Automotive Hldg Uk Ads A (PSNY) 0.0 $12k 11k 1.05