Crescent Grove Advisors

Crescent Grove Advisors as of Dec. 31, 2023

Portfolio Holdings for Crescent Grove Advisors

Crescent Grove Advisors holds 284 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zurn Water Solutions Comm (ZWS) 7.0 $63M 2.1M 29.41
Dun & Bradstreet Holdings Comm (DNB) 6.7 $60M 5.1M 11.70
iShares S&P 500 ETF Etf (IVV) 5.4 $48M 101k 477.63
NCR Voyix Comm (VYX) 5.1 $45M 2.7M 16.91
Fidelity National Info Srvcs Comm (FIS) 4.5 $40M 667k 60.07
Spdr S&p 500 Etf Etf (SPY) 3.4 $31M 64k 477.23
NCR Atleos Comm (NATL) 3.3 $30M 1.2M 24.29
CDW Corporation Comm (CDW) 2.9 $26M 114k 227.32
Vanguard Total Stock Market ETF Etf (VTI) 2.4 $22M 92k 237.22
Apple Comm (AAPL) 2.3 $20M 106k 192.53
Intercontinental Comm (ICE) 2.2 $20M 153k 128.43
iShares Core S&P Small-Cap ETF Etf (IJR) 2.2 $20M 180k 108.25
Invesco Powershares QQQ ETF Etf (QQQ) 1.8 $16M 40k 409.74
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 1.6 $15M 291k 50.58
iShares Core S&P Mid-Cap ETF Etf (IJH) 1.6 $15M 53k 277.15
iShares Core S&P Total US Stock Market ETF Etf (ITOT) 1.6 $14M 137k 105.23
iShares Russell 1000 Growth ETF Etf (IWF) 1.6 $14M 47k 303.17
Fidelity National Financial Comm (FNF) 1.6 $14M 273k 51.02
iShares Core MSCI EAFE ETF Etf (IEFA) 1.5 $14M 197k 70.35
iShares Core S&P US Value ETF Etf (IUSV) 1.4 $13M 151k 84.33
SPDR S&P Biotech ETF Etf (XBI) 1.2 $11M 121k 89.29
iShares 0-3 Month Treasury ETF Etf (SGOV) 1.2 $11M 107k 100.27
Vanguard High Dividend Yield ETF Etf (VYM) 1.0 $9.3M 83k 111.63
iShares 7-10 Year Treasury ETF Etf (IEF) 0.9 $8.3M 86k 96.39
Microsoft Comm (MSFT) 0.8 $7.3M 19k 376.04
Financial Sector SPDR ETF Etf (XLF) 0.8 $7.2M 191k 37.60
iShares Biotechnology ETF Etf (IBB) 0.8 $7.1M 52k 135.85
Industrial Sector SPDR ETF Etf (XLI) 0.8 $7.0M 61k 113.99
Angel Oak Income ETF Etf (CARY) 0.7 $6.7M 325k 20.58
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.7 $6.7M 139k 47.90
iShares Russell Mid Cap Growth ETF Etf (IWP) 0.7 $6.6M 63k 104.46
Cannae HLDGS Comm (CNNE) 0.7 $6.1M 315k 19.51
ARK Innovation ETF Etf (ARKK) 0.6 $5.6M 108k 52.37
iShares Russell 1000 Value ETF Etf (IWD) 0.6 $5.3M 32k 165.25
SPDR Portfolio S&P Etf (SPYD) 0.6 $5.3M 135k 39.19
Invesco S&P 500 Top 50 ETF Etf (XLG) 0.5 $4.9M 130k 37.72
Berkshire Hathaway Comm (BRK.B) 0.5 $4.9M 14k 356.66
iShares S&P Core Small Cap Value ETF Etf (IJS) 0.5 $4.8M 47k 103.07
iShares 20 Year Treasury ETF Etf (TLT) 0.5 $4.8M 49k 98.88
Energy Sector SPDR ETF Etf (XLE) 0.5 $4.7M 56k 83.84
iShares Core MSCI Total International Stock ETF Etf (IXUS) 0.5 $4.5M 70k 64.93
Energy Transfer Comm (ET) 0.5 $4.5M 323k 13.80
iShares 1-5yr Investment Grade Bond ETF Etf (IGSB) 0.5 $4.4M 86k 51.27
iShares Russell 2000 Growth ETF Etf (IWO) 0.5 $4.4M 17k 252.22
iShares MSCI EAFE Etf (EFA) 0.5 $4.2M 56k 75.35
iShares Russell 2000 ETF Etf (IWM) 0.5 $4.1M 20k 200.71
Alliance Resource LP (ARLP) 0.4 $3.6M 170k 21.18
ARK Next Generation Internet ETF Etf (ARKW) 0.4 $3.5M 47k 75.90
iShares Exponential Technologies ETF Etf (XT) 0.4 $3.5M 58k 59.87
iShares Gold TR Etf (IAU) 0.4 $3.1M 81k 39.03
Enterprise Products Comm (EPD) 0.3 $3.0M 115k 26.35
Amazon.Com Comm (AMZN) 0.3 $2.8M 19k 151.94
Vanguard Total International Stock Index Fund ETF Etf (VXUS) 0.3 $2.8M 49k 57.96
iShares 1-3 Year Treasury ETF Etf (SHY) 0.3 $2.8M 34k 82.04
iShares MSCI USA Quality ETF Etf (QUAL) 0.3 $2.7M 19k 147.24
Tesla Motors Comm (TSLA) 0.3 $2.7M 11k 248.47
iShares EM Dividend ETF Etf (DVYE) 0.3 $2.5M 94k 26.49
Sherwin Williams Comm (SHW) 0.3 $2.4M 7.8k 311.90
Procter & Gamble Comm (PG) 0.3 $2.4M 16k 146.54
MPLX Comm (MPLX) 0.3 $2.4M 64k 36.72
Plains All American Comm (PAA) 0.3 $2.3M 150k 15.15
Manpowergroup Comm (MAN) 0.2 $2.2M 28k 79.47
Smartsheet Comm Cl A (SMAR) 0.2 $2.2M 45k 47.82
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) 0.2 $2.1M 24k 91.39
Associated Banc Corp Comm (ASB) 0.2 $2.1M 100k 21.39
Lantheus Comm (LNTH) 0.2 $2.1M 34k 62.00
Vanguard Dividend Appreciation Index ETF Etf (VIG) 0.2 $2.0M 12k 170.40
Unitedhealth Group Comm (UNH) 0.2 $1.9M 3.7k 526.54
iShares Select Dividend ETF Etf (DVY) 0.2 $1.9M 17k 117.22
SPDR Portfolio S&P Etf (SPMD) 0.2 $1.9M 39k 48.72
iShares Short Treasury ETF Etf (SHV) 0.2 $1.9M 17k 110.13
Blackstone Secd Lending Fund Comm (BXSL) 0.2 $1.8M 64k 28.41
Eli Lilly & Co Comm (LLY) 0.2 $1.7M 3.0k 582.92
Blackstone Group Comm (BX) 0.2 $1.7M 13k 130.92
Booking Holdings Comm (BKNG) 0.2 $1.7M 482.00 3547.22
JP Morgan Chase & Co. Comm (JPM) 0.2 $1.7M 10k 170.10
First Trust NASDAQ Cybersecurity ETF Etf (CIBR) 0.2 $1.7M 31k 53.84
SPDR Portfolio S&P Etf (SPSM) 0.2 $1.7M 39k 42.18
Exxon Mobil Comm (XOM) 0.2 $1.7M 17k 99.98
Merck & Co Comm (MRK) 0.2 $1.6M 15k 109.79
iShares Intl Select Div ETF Etf (IDV) 0.2 $1.6M 57k 27.99
Nvidia Corp Comm (NVDA) 0.2 $1.6M 3.2k 495.22
RiverNorth Enhanced Pre-Merger SPAC ETF Etf (SPCZ) 0.2 $1.6M 61k 25.72
iShares S&P 500 Value ETF Etf (IVE) 0.2 $1.5M 8.6k 173.89
Boeing Comm (BA) 0.2 $1.5M 5.7k 260.68
Vanguard FTSE Emerging Mkts ETF Etf (VWO) 0.2 $1.5M 36k 41.10
J P Morgan Etf (JEPI) 0.2 $1.4M 25k 55.41
iShares S&P GLBL Health Etf (IXJ) 0.2 $1.4M 16k 86.72
iShares S&P Mid Cap 400 Value ETF Etf (IJJ) 0.2 $1.4M 12k 114.04
Garmin Comm (GRMN) 0.2 $1.4M 11k 128.54
iShares Expanded Tech Sector ETF Etf (IGM) 0.2 $1.3M 3.0k 448.18
iShares 2026 IG Corporate Bond ETF Etf (IBDR) 0.2 $1.3M 56k 23.90
Schwab Charles Corp Comm (SCHW) 0.2 $1.3M 20k 68.80
iShares Cybersecurity and Tech ETF Etf (IHAK) 0.1 $1.3M 29k 45.43
Wisdomtree TR Etf (DTH) 0.1 $1.3M 34k 38.89
Consumer Staples SPDR ETF Etf (XLP) 0.1 $1.3M 18k 72.03
Banc Calif Comm (BANC) 0.1 $1.3M 97k 13.43
iShares Preferreds ETF Etf (PFF) 0.1 $1.3M 42k 31.19
Abbvie Comm (ABBV) 0.1 $1.3M 8.2k 154.97
Global Ship Lease Comm Cl A (GSL) 0.1 $1.3M 64k 19.82
iShares Global Consumer Staples ETF Etf (KXI) 0.1 $1.2M 21k 59.29
iShares Core U.S. Aggregate Bond ETF Etf (AGG) 0.1 $1.2M 12k 99.25
Vanguard 500 Index Fund ETF Etf (VOO) 0.1 $1.2M 2.7k 436.87
iShares Russell Mid Cap ETF Etf (IWR) 0.1 $1.2M 15k 77.73
Vanguard Mega Cap Etf (MGK) 0.1 $1.1M 4.3k 259.51
Alphabet Inc Cap STK Comm Cl C (GOOGL) 0.1 $1.1M 8.0k 139.69
Ares Capital Corp. Comm (ARCC) 0.1 $1.1M 55k 20.03
JPMorgan Nasdaq Equity Prem Income ETF Etf (JEPQ) 0.1 $1.1M 22k 50.32
Northern TR Corp Comm (NTRS) 0.1 $1.1M 13k 85.13
iShares Russell 2000 Value ETF Etf (IWN) 0.1 $1.1M 6.9k 155.33
Eaton Corp Comm (ETN) 0.1 $1.1M 4.4k 240.80
iShares MSCI Emerging Markets ETF Etf (EEM) 0.1 $1.0M 26k 40.21
Smartfinancial Comm (SMBK) 0.1 $1.0M 43k 24.49
iShares Inc MSCI Etf (EMXC) 0.1 $1.0M 19k 55.41
FS KKR Capital Corp Comm (FSK) 0.1 $1.0M 50k 20.61
SPDR Blmbg Brclys High Yield Bond ETF Etf (JNK) 0.1 $1.0M 11k 94.73
Johnson & Johnson Comm (JNJ) 0.1 $1.0M 6.6k 156.74
BlackRock Ultra-Short Bond ETF Etf (ICSH) 0.1 $1.0M 20k 50.36
SPDR Gold Trust Etf (GLD) 0.1 $965k 5.0k 191.17
F&G Annuities & Life Comm (FG) 0.1 $943k 21k 46.00
Neos S&P 500 High Income ETF Etf (SPYI) 0.1 $931k 19k 48.20
Cisco SYS Comm (CSCO) 0.1 $922k 18k 50.52
Micron Technology Comm (MU) 0.1 $915k 11k 85.45
PPG Industries Comm (PPG) 0.1 $900k 6.0k 149.55
Dover Corp Comm (DOV) 0.1 $874k 5.7k 153.81
First Busey Corp Comm (BUSE) 0.1 $826k 33k 24.82
Chevron Comm (CVX) 0.1 $824k 5.5k 149.16
Exact Sciences Corp Comm (EXAS) 0.1 $816k 11k 73.98
Vanguard Large Cap ETF Etf (VV) 0.1 $809k 3.7k 218.16
Amgen Comm (AMGN) 0.1 $806k 2.8k 288.02
Bank Of Montreal Comm (BMO) 0.1 $777k 7.8k 98.94
Invesco Exchange Etf (SPHQ) 0.1 $773k 14k 54.08
Vanguard Mega Cap Etf (MGV) 0.1 $772k 7.1k 109.37
Prime Cyber Security ETF Etf 0.1 $764k 13k 60.41
Iron MTN Comm (IRM) 0.1 $737k 11k 69.98
United States Cellular Comm (USM) 0.1 $733k 18k 41.54
Schwab US Small Cap ETF Etf (SCHA) 0.1 $725k 15k 47.24
ARK Genomic Revolution ETF Etf (ARKG) 0.1 $715k 22k 32.81
Arista Networks Comm (ANET) 0.1 $707k 3.0k 235.51
iShares Aerospace/Defense ETF Etf (ITA) 0.1 $697k 5.5k 126.60
iShares Ibonds Etf (IBDQ) 0.1 $674k 27k 24.76
HP Comm (HPQ) 0.1 $673k 22k 30.37
Devon Energy Corp Comm (DVN) 0.1 $670k 15k 45.30
iShares Russell Mid Cap Value ETF Etf (IWS) 0.1 $659k 5.7k 116.29
iShares S&P Mid Cap 400 Growth ETF Etf (IJK) 0.1 $658k 8.3k 79.22
ARK Autonomous Technology & Robotics ETF Etf (ARKQ) 0.1 $648k 11k 57.70
Kraft Heinz Comm (KHC) 0.1 $632k 17k 36.98
iShares Morningstar Small-Cap Growth ETF Etf (ISCG) 0.1 $631k 14k 44.00
Intuit Comm (INTU) 0.1 $621k 994.00 625.03
Schwab US Large Cap Growth ETF Etf (SCHG) 0.1 $621k 7.5k 82.98
Lockheed Martin Corp Comm (LMT) 0.1 $619k 1.4k 453.24
Accenture Comm (ACN) 0.1 $612k 1.7k 350.91
Bristol Myers Squibb Comm (BMY) 0.1 $607k 12k 51.31
Costco Wholesale Comm (COST) 0.1 $606k 897.00 675.08
ARK 3D Printing ETF Etf (PRNT) 0.1 $591k 25k 23.23
Marriott Intl Comm (MAR) 0.1 $591k 2.6k 225.51
Goldman Sachs ETF TR Etf (GSLC) 0.1 $577k 6.1k 94.22
iShares Global Infrastructure ETF Etf (IGF) 0.1 $574k 12k 47.05
JPMorgan Ultra Short Income ETF Etf (JPST) 0.1 $568k 11k 50.52
Arch Capital Group Comm (ACGL) 0.1 $567k 7.6k 74.27
Intel Corp Comm (INTC) 0.1 $550k 11k 50.25
Berkshire Hathaway Class A Comm Cl A (BRK.A) 0.1 $543k 1.00 542625.00
Abbott Laboratories Comm (ABT) 0.1 $541k 4.9k 110.07
Heico Corporation Comm (HEI) 0.1 $537k 3.0k 178.87
Northrop Grumman Comm (NOC) 0.1 $534k 1.1k 468.14
Draftkings Comm Cl A (DKNG) 0.1 $530k 15k 35.25
Artisan Partners Asset Mgmt Comm Cl A (APAM) 0.1 $521k 12k 44.18
Intl Business Mach Comm (IBM) 0.1 $518k 3.2k 163.55
Coca Cola Comm (KO) 0.1 $517k 8.8k 58.93
Royal Dutch Shell Adr (SHEL) 0.1 $513k 7.8k 65.80
Xtrackers MSCI EAFE Hi Div Yield Etf (HDEF) 0.1 $512k 21k 24.68
Bank First Natl Corp Comm (BFC) 0.1 $511k 5.9k 86.96
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $506k 6.7k 75.10
Palo Alto Networks Comm (PANW) 0.1 $503k 1.7k 294.88
Home Depot Comm (HD) 0.1 $500k 1.4k 346.54
Transdigm Group Comm (TDG) 0.1 $496k 490.00 1011.60
Philip Morris Intl Comm (PM) 0.1 $489k 5.1k 95.37
Alphabet Inc Cap STK Comm Cl C (GOOG) 0.1 $488k 3.5k 140.93
Pioneer Natural Comm (PXD) 0.1 $486k 2.2k 224.88
Valero Energy Corp Comm (VLO) 0.1 $478k 3.7k 130.00
Emerson Electric Comm (EMR) 0.1 $468k 4.8k 97.33
Sunoco LP Com Unit Comm (SUN) 0.1 $468k 7.8k 59.93
Pfizer Comm (PFE) 0.1 $466k 16k 28.79
Phillips 66 Comm (PSX) 0.1 $466k 3.5k 133.14
ProShares S&P 500 Etf (NOBL) 0.1 $462k 4.9k 95.20
Vanguard FTSE All-World Ex-US ETF Etf (VEU) 0.1 $451k 8.0k 56.14
Raytheon Technologies Corp Comm (RTX) 0.1 $451k 5.4k 84.14
Eog Res. Comm (EOG) 0.0 $447k 3.7k 120.95
McDonalds Corp Comm (MCD) 0.0 $444k 1.5k 296.54
Schwab US Dividend Equity ETF Etf (SCHD) 0.0 $441k 5.8k 76.12
Pepsico Comm (PEP) 0.0 $439k 2.6k 171.10
Vanguard Growth Index Fund ETF Etf (VUG) 0.0 $435k 1.4k 310.88
Applied Materials Comm (AMAT) 0.0 $434k 2.7k 162.07
Verizon Comm (VZ) 0.0 $430k 11k 37.70
SPDR Ser TR S&P 400 Etf (MDYV) 0.0 $430k 5.9k 73.38
Comcast Corp Comm (CMCSA) 0.0 $416k 9.5k 43.85
KraneShares Global Carbon ETF Etf (KRBN) 0.0 $412k 11k 36.49
SPDR Nuveen Etf (HYMB) 0.0 $410k 16k 25.30
Angel Oak Ultrashort Income ETF Etf (UYLD) 0.0 $409k 8.0k 50.90
Visa Inc Com CL A Comm Cl A (V) 0.0 $400k 1.5k 260.35
Oaktree Specialty Comm (OCSL) 0.0 $395k 19k 20.42
CVS Health Corp Comm (CVS) 0.0 $386k 4.9k 78.96
Masco Corp Comm (MAS) 0.0 $382k 5.7k 66.98
Vanguard Extended Etf (VXF) 0.0 $376k 2.3k 164.42
Fidelity High Etf (FDVV) 0.0 $375k 8.9k 42.28
SPDR S&P Regional Banking ETF Etf (KRE) 0.0 $370k 7.1k 52.43
iShares Etf (IYW) 0.0 $368k 3.0k 122.75
General Dynamics CRP Comm (GD) 0.0 $364k 1.4k 259.67
Rockwell Automation Comm (ROK) 0.0 $363k 1.2k 310.52
Vanguard Value Index Fund ETF Etf (VTV) 0.0 $363k 2.4k 149.50
Lam Research Corp Comm (LRCX) 0.0 $356k 453.00 785.26
Vanguard Intl Equity Etf (VGK) 0.0 $349k 5.4k 64.48
iShares MSCI ACWI ex USA ETF Etf (ACWX) 0.0 $348k 6.8k 51.04
iShares S&P Small Cap 600 Growth ETF Etf (IJT) 0.0 $347k 2.8k 125.14
Invesco Exch Traded Etf (SPHD) 0.0 $347k 8.2k 42.41
iShares Inc MSCI Etf (FM) 0.0 $345k 13k 26.30
Bondbloxx ETF Trust CCC RT Usd Hi YL Etf (XCCC) 0.0 $341k 8.7k 39.00
At&t Comm (T) 0.0 $339k 20k 16.78
SPDR S&P Global Etf (GNR) 0.0 $337k 5.9k 56.65
Kohls Corp Comm (KSS) 0.0 $336k 12k 28.68
Newell Rubbermaid Comm (NWL) 0.0 $333k 38k 8.68
Altria Group Comm (MO) 0.0 $333k 8.1k 41.17
Disney Walt Comm (DIS) 0.0 $329k 3.6k 90.66
Unilever Adr (UL) 0.0 $329k 6.8k 48.48
iShares National Muni Bond ETF Etf (MUB) 0.0 $325k 3.0k 108.41
Cintas Corp Comm (CTAS) 0.0 $325k 539.00 602.66
iShares Micro-Cap ETF Etf (IWC) 0.0 $321k 2.8k 116.03
Nextera Energy Comm (NEE) 0.0 $315k 5.2k 60.74
TJX Cos Comm (TJX) 0.0 $309k 3.3k 93.81
Regions Finl Corp Comm (RF) 0.0 $304k 16k 19.62
iShares MSCI Asia ex Japan ETF Etf (AAXJ) 0.0 $300k 4.5k 66.57
SPDR S&P Emerging Markets Dividend ETF Etf (EDIV) 0.0 $297k 9.1k 32.52
SPDR Real Estate ETF Etf (XLRE) 0.0 $296k 7.4k 40.06
iShares TR US HLTHCR Etf (IHF) 0.0 $290k 1.1k 262.55
Utilities Sector SPDR ETF Etf (XLU) 0.0 $290k 4.6k 63.33
Roper Technologies Comm (ROP) 0.0 $284k 520.00 545.17
3M Company Comm (MMM) 0.0 $284k 2.6k 109.32
Facebook Comm Cl A (META) 0.0 $281k 794.00 353.96
Donnelley Finl Solutions Comm (DFIN) 0.0 $281k 4.5k 62.37
Intl Paper Comm (IP) 0.0 $280k 7.8k 36.15
iShares Core Etf (IUSG) 0.0 $280k 2.7k 104.11
SPDR S&P Dividend ETF Etf (SDY) 0.0 $279k 2.2k 124.97
NXP Semiconductors N Comm (NXPI) 0.0 $279k 1.2k 230.69
CSX Comm (CSX) 0.0 $276k 8.0k 34.67
Paysafe Comm (PSFE) 0.0 $274k 21k 12.79
iShares MSCI EAFE Value ETF Etf (EFV) 0.0 $274k 5.3k 52.10
Quad / Graphics Comm (QUAD) 0.0 $274k 51k 5.42
Robert Half Intl Comm (RHI) 0.0 $264k 3.0k 87.92
iShares TR EAFE SML Etf (SCZ) 0.0 $260k 4.2k 61.90
Bank Amer Corp Non PFD (BAC.PL) 0.0 $259k 212.00 1223.41
Manulife Financial Comm (MFC) 0.0 $258k 12k 22.10
iShares Russell 1000 Etf (IWB) 0.0 $253k 965.00 262.26
Invesco Nasdaq 100 ETF Etf (QQQM) 0.0 $248k 1.5k 168.54
Crowdstrike HLDGS Comm Cl A (CRWD) 0.0 $248k 970.00 255.32
iShares 10 Year Inv Etf (IGLB) 0.0 $245k 4.6k 52.69
Dow Comm (DOW) 0.0 $241k 4.4k 54.84
Horizon Kinetics Inflation Beneficiaries ETF Comm (INFL) 0.0 $241k 7.7k 31.47
iShares TR Intl DIV Etf (IGRO) 0.0 $241k 3.7k 64.57
Xtant Medical Holdings Comm (XTNT) 0.0 $240k 212k 1.13
SPDR S&P Bank ETF Etf (KBE) 0.0 $237k 5.2k 46.02
General Electric Company Comm (GE) 0.0 $235k 1.8k 127.73
Sba Communications Comm Cl A (SBAC) 0.0 $232k 914.00 253.69
ARK Fintech Innovation ETF Etf (ARKF) 0.0 $230k 8.3k 27.58
Skyworks Solutions Comm (SWKS) 0.0 $229k 2.0k 112.42
Alight Inc Com CL A Comm Cl A (ALIT) 0.0 $228k 27k 8.53
Weave Communications Comm (WEAV) 0.0 $227k 20k 11.47
Vanguard Whitehall Etf (VIGI) 0.0 $226k 2.9k 79.34
Oracle Corp Comm (ORCL) 0.0 $225k 2.1k 105.43
Schwab US Broad Market ETF Etf (SCHB) 0.0 $223k 4.0k 55.67
BP PLC Spons Adr (BP) 0.0 $215k 6.1k 35.40
Cheniere Energy Comm (LNG) 0.0 $213k 1.2k 170.71
Dollar Gen Corp Comm (DG) 0.0 $213k 1.6k 135.95
Autodesk Comm (ADSK) 0.0 $212k 872.00 243.48
Vanguard Mid-Cap Value Idx Etf (VOE) 0.0 $209k 1.4k 145.01
Cabot Oil & Gas CP Comm (CTRA) 0.0 $209k 8.2k 25.52
Robo Global Robotics And Automation) ETF Etf (ROBO) 0.0 $202k 3.5k 57.30
Vanguard Small Cap Growth Index Fund ETF Etf (VBK) 0.0 $201k 832.00 241.77
Genworth Financial Comm Cl A (GNW) 0.0 $200k 30k 6.68
BlackRock Credit Allocation Comm (BTZ) 0.0 $139k 14k 10.32
Western Union Comm (WU) 0.0 $135k 11k 11.92
Noodles & Co Comm (NDLS) 0.0 $111k 35k 3.15
Biovie Inc CL A Comm Cl A (BIVI) 0.0 $25k 20k 1.26
Veru Comm (VERU) 0.0 $11k 15k 0.72
Paysafe Warrant (PSFE.WS) 0.0 $879.991200 33k 0.03