Keystone Financial Group

Keystone Financial Group as of Sept. 30, 2022

Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 284 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR S&P MF Closed and MF Open (SPY) 9.6 $47M 132k 357.18
Apple Common Stock (AAPL) 6.0 $30M 213k 138.20
Victoryshares Us MF Closed and MF Open (CFO) 4.7 $23M 358k 64.15
First Trust MF Closed and MF Open (FTCS) 3.5 $17M 261k 66.42
Ishares Core MF Closed and MF Open (ITOT) 3.1 $15M 192k 79.54
Victoryshares U S MF Closed and MF Open (CDC) 2.8 $14M 230k 59.36
Tesla Common Stock (TSLA) 2.2 $11M 41k 265.25
Microsoft Corp Common Stock (MSFT) 2.0 $9.8M 42k 232.89
Invesco S&p MF Closed and MF Open (RSP) 1.8 $8.9M 70k 127.28
Vanguard Value MF Closed and MF Open (VTV) 1.8 $8.7M 70k 123.48
Vanguard Total MF Closed and MF Open (VTI) 1.7 $8.4M 47k 179.46
Spdr Portfolio MF Closed and MF Open (SPYG) 1.7 $8.3M 166k 50.10
Vanguard S&p MF Closed and MF Open (VOO) 1.6 $8.1M 25k 328.28
Berkshire Hathaway Common Stock (BRK.B) 1.5 $7.4M 28k 267.02
Berkshire Hathaway Common Stock (BRK.A) 1.4 $6.9M 17.00 406470.59
Wisdomtree Floating MF Closed and MF Open (USFR) 1.4 $6.8M 135k 50.28
Ishares Msci MF Closed and MF Open (USMV) 1.4 $6.7M 101k 66.10
Amazon Common Stock (AMZN) 1.3 $6.3M 56k 113.00
Vanguard Short MF Closed and MF Open (VTIP) 1.2 $5.8M 120k 48.11
Spdr Series MF Closed and MF Open (SLYV) 1.1 $5.6M 83k 67.13
Ishares Core MF Closed and MF Open (IXUS) 1.1 $5.6M 109k 50.92
First Trust MF Closed and MF Open (LMBS) 1.1 $5.3M 112k 47.35
Spdr Portfolio MF Closed and MF Open (SPLG) 1.0 $5.1M 121k 41.99
Johnson & Johnson Common Stock (JNJ) 1.0 $4.8M 29k 163.37
First Trust MF Closed and MF Open (RDVY) 0.9 $4.5M 117k 38.88
Procter & Gamble Common Stock (PG) 0.9 $4.5M 35k 126.26
Exxon Mobil Common Stock (XOM) 0.8 $4.1M 46k 87.31
Ishares U S MF Closed and MF Open (PFF) 0.8 $4.0M 125k 31.67
Spdr Portfolio MF Closed and MF Open (SPYV) 0.8 $4.0M 115k 34.49
Vanguard Dividend MF Closed and MF Open (VIG) 0.7 $3.4M 25k 135.16
Alphabet Common Stock (GOOG) 0.7 $3.4M 35k 96.14
Spdr Doubleline MF Closed and MF Open (TOTL) 0.7 $3.4M 84k 40.18
Ishares Core MF Closed and MF Open (IVV) 0.7 $3.3M 9.2k 358.66
Wells Fargo Preferred Stock (WFC.PL) 0.6 $3.1M 2.6k 1203.76
Advanced Micro Common Stock (AMD) 0.6 $3.0M 48k 63.37
Invesco Qqq MF Closed and MF Open (QQQ) 0.6 $2.8M 11k 267.24
Pepsico Common Stock (PEP) 0.5 $2.6M 16k 163.27
Vanguard Growth MF Closed and MF Open (VUG) 0.5 $2.6M 12k 213.91
SPDR S&P MF Closed and MF Open (MDY) 0.5 $2.5M 6.3k 401.65
Vanguard Small MF Closed and MF Open (VB) 0.5 $2.5M 15k 170.93
Ishares Core MF Closed and MF Open (IJR) 0.5 $2.4M 28k 87.18
Vanguard Total MF Closed and MF Open (BND) 0.5 $2.4M 33k 71.34
Invesco Optimum MF Closed and MF Open (PDBC) 0.5 $2.3M 144k 16.18
Spdr Dow MF Closed and MF Open (DIA) 0.5 $2.3M 8.0k 287.24
Meta Platforms Common Stock (META) 0.5 $2.3M 17k 135.70
Alphabet Common Stock (GOOGL) 0.5 $2.3M 24k 95.63
Vanguard S&p MF Closed and MF Open (VOOG) 0.5 $2.2M 11k 208.58
Ishares S&p MF Closed and MF Open (IUSG) 0.4 $2.2M 27k 80.19
Merck & Company Common Stock (MRK) 0.4 $2.2M 25k 86.14
Mcdonalds Corp Common Stock (MCD) 0.4 $2.2M 9.4k 230.77
Vanguard Mid MF Closed and MF Open (VO) 0.4 $2.1M 11k 187.99
Jpmorgan Chase Common Stock (JPM) 0.4 $2.1M 20k 104.48
First Trust MF Closed and MF Open (FV) 0.4 $2.1M 51k 41.05
Ishares Core MF Closed and MF Open (DGRO) 0.4 $2.1M 47k 44.48
Abbott Laboratories Common Stock (ABT) 0.4 $2.1M 22k 96.76
Abbvie Common Stock (ABBV) 0.4 $2.0M 15k 134.23
Home Depot Common Stock (HD) 0.4 $2.0M 7.3k 275.96
Spdr Portfolio MF Closed and MF Open (SPDW) 0.4 $2.0M 77k 25.80
Sector Energy MF Closed and MF Open (XLE) 0.4 $1.9M 27k 72.01
Vanguard S&p MF Closed and MF Open (IVOO) 0.4 $1.9M 13k 148.58
Boeing Company Common Stock (BA) 0.4 $1.9M 16k 121.10
Nvidia Corp Common Stock (NVDA) 0.4 $1.9M 15k 121.37
Vanguard S&p MF Closed and MF Open (VIOO) 0.4 $1.9M 12k 161.50
Vanguard S&p MF Closed and MF Open (VOOV) 0.4 $1.8M 15k 124.14
Ishares Msci MF Closed and MF Open (MTUM) 0.4 $1.8M 14k 131.20
Sector Financial MF Closed and MF Open (XLF) 0.4 $1.8M 59k 30.36
Vanguard High MF Closed and MF Open (VYM) 0.4 $1.7M 18k 94.89
Walt Disney Common Stock (DIS) 0.3 $1.7M 18k 94.35
Ishares Core MF Closed and MF Open (IJH) 0.3 $1.5M 7.0k 219.21
Ishares Core MF Closed and MF Open (IEFA) 0.3 $1.5M 29k 52.68
Spdr Tips MF Closed and MF Open (SPIP) 0.3 $1.5M 60k 25.37
At&t Common Stock (T) 0.3 $1.5M 96k 15.34
Intl Paper Common Stock (IP) 0.3 $1.4M 46k 31.70
Ishares Global MF Closed and MF Open (IXN) 0.3 $1.4M 34k 42.17
Ishares Tips MF Closed and MF Open (TIP) 0.3 $1.4M 13k 104.90
Chevron Corp Common Stock (CVX) 0.3 $1.4M 9.7k 143.69
United Parcel Common Stock (UPS) 0.3 $1.4M 8.6k 161.54
Schwab Us MF Closed and MF Open (SCHG) 0.3 $1.4M 25k 55.81
Coca Cola Company Common Stock (KO) 0.3 $1.3M 24k 56.01
Philip Morris Common Stock (PM) 0.3 $1.3M 16k 83.03
Lowes Companies Common Stock (LOW) 0.3 $1.3M 6.7k 187.77
Ishares Msci MF Closed and MF Open (QUAL) 0.3 $1.3M 12k 103.96
Victoryshares Dividend MF Closed and MF Open (VSDA) 0.3 $1.2M 32k 39.49
Pfizer Common Stock (PFE) 0.3 $1.2M 28k 43.75
Norfolk Southern Common Stock (NSC) 0.2 $1.1M 5.4k 209.69
Vaneck Long MF Closed and MF Open (MLN) 0.2 $1.1M 67k 16.64
Spdr Nuveen MF Closed and MF Open (HYMB) 0.2 $1.1M 23k 47.90
Nike Common Stock (NKE) 0.2 $1.1M 13k 83.14
Walmart Common Stock (WMT) 0.2 $1.0M 8.1k 129.73
Victoryshares Us MF Closed and MF Open (CFA) 0.2 $1.0M 17k 60.98
Ishares Core MF Closed and MF Open (IEMG) 0.2 $1.0M 24k 42.99
Seagate Technology Common Stock (STX) 0.2 $1.0M 19k 53.23
Vaneck Cef MF Closed and MF Open (XMPT) 0.2 $1.0M 49k 20.64
Cisco Systems Common Stock (CSCO) 0.2 $988k 25k 40.01
Diageo Common Stock (DEO) 0.2 $969k 5.7k 169.73
FS KKR Common Stock (FSK) 0.2 $967k 57k 16.96
Spdr Series MF Closed and MF Open 0.2 $884k 12k 75.70
Chipotle Mexican Common Stock (CMG) 0.2 $860k 572.00 1503.50
Unilever Common Stock (UL) 0.2 $850k 19k 43.86
Albemarle Corp Common Stock (ALB) 0.2 $843k 3.2k 264.60
Sector Consumer MF Closed and MF Open (XLP) 0.2 $829k 12k 66.76
Virtus Equity MF Closed and MF Open (NIE) 0.2 $827k 41k 20.32
Verizon Communications Common Stock (VZ) 0.2 $827k 22k 37.99
Bank America Common Stock (BAC) 0.2 $814k 27k 30.19
Vanguard Short MF Closed and MF Open (BSV) 0.2 $812k 11k 74.82
Ishares Msci MF Closed and MF Open (EFAV) 0.2 $804k 14k 57.03
Ishares 0-5 MF Closed and MF Open (STIP) 0.2 $802k 8.3k 96.08
Vanguard Information MF Closed and MF Open (VGT) 0.2 $798k 2.6k 307.28
Barrick Gold Common Stock (GOLD) 0.2 $790k 51k 15.49
Becton Dickinson Common Stock (BDX) 0.2 $786k 3.5k 222.73
Ishares U S MF Closed and MF Open (LRGF) 0.2 $784k 22k 36.20
Vanguard Ftse MF Closed and MF Open (VEA) 0.2 $769k 21k 36.36
3m Company Common Stock (MMM) 0.2 $767k 6.9k 110.57
Lockheed Martin Common Stock (LMT) 0.2 $763k 2.0k 386.33
Unitedhealth Group Common Stock (UNH) 0.2 $754k 1.5k 505.36
Duke Energy Common Stock (DUK) 0.1 $738k 7.9k 93.01
Ishares Core MF Closed and MF Open (IUSB) 0.1 $707k 16k 44.50
Qualcomm Common Stock (QCOM) 0.1 $698k 6.2k 112.94
Visa Common Stock (V) 0.1 $694k 3.9k 177.68
Blackrock Ultra MF Closed and MF Open (ICSH) 0.1 $687k 14k 49.98
Sector Healthcare MF Closed and MF Open (XLV) 0.1 $672k 5.5k 121.12
Vanguard Ftse MF Closed and MF Open (VEU) 0.1 $668k 15k 44.37
SPDR S&P MF Closed and MF Open (KRE) 0.1 $656k 11k 58.91
First Trust MF Closed and MF Open (FVC) 0.1 $642k 19k 33.42
Elevance Health Common Stock (ELV) 0.1 $636k 1.4k 453.96
First Trust MF Closed and MF Open (FVD) 0.1 $635k 18k 35.80
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.1 $596k 7.9k 75.71
American Electric Common Stock (AEP) 0.1 $593k 6.9k 86.42
Vanguard Fste MF Closed and MF Open (VWO) 0.1 $586k 16k 36.47
Allstate Corp Common Stock (ALL) 0.1 $574k 4.6k 124.48
Palantir Technologies Common Stock (PLTR) 0.1 $562k 69k 8.13
Spdr Index MF Closed and MF Open (QEFA) 0.1 $542k 9.7k 55.78
Airbnb Common Stock (ABNB) 0.1 $542k 5.2k 105.00
Dnp Select MF Closed and MF Open (DNP) 0.1 $541k 52k 10.37
British Amern Common Stock (BTI) 0.1 $536k 15k 35.48
Artisan Partners Common Stock (APAM) 0.1 $534k 20k 26.92
Illinois Tool Common Stock (ITW) 0.1 $520k 2.9k 180.81
Global X MF Closed and MF Open (QYLD) 0.1 $519k 33k 15.66
Sector Technology MF Closed and MF Open (XLK) 0.1 $519k 4.4k 118.74
Netflix Common Stock (NFLX) 0.1 $499k 2.1k 235.27
RH Common Stock (RH) 0.1 $492k 2.0k 246.12
Lincoln Natl Corp In Common Stock (LNC) 0.1 $492k 11k 43.94
Spdr Series MF Closed and MF Open (EFIV) 0.1 $491k 14k 34.05
Nextera Energy Common Stock (NEE) 0.1 $481k 6.1k 78.44
Victoryshares Us MF Closed and MF Open (CDL) 0.1 $479k 9.0k 53.04
Tractor Supply Common Stock (TSCO) 0.1 $478k 2.6k 185.99
Vanguard Mega MF Closed and MF Open (MGK) 0.1 $469k 2.7k 174.28
U S Bancorp De Common Stock (USB) 0.1 $463k 12k 40.36
Ishares Msci MF Closed and MF Open (SIZE) 0.1 $457k 4.4k 104.29
Invesco Exchange MF Closed and MF Open (SPHQ) 0.1 $452k 11k 39.74
Eli Lilly Common Stock (LLY) 0.1 $452k 1.4k 323.32
Spdr Series MF Closed and MF Open (MDYV) 0.1 $448k 7.8k 57.75
Fedex Corp Common Stock (FDX) 0.1 $447k 3.0k 148.46
Ford Motor Common Stock (F) 0.1 $434k 39k 11.20
Wells Fargo Common Stock (WFC) 0.1 $434k 11k 40.17
Airgain Common Stock (AIRG) 0.1 $430k 60k 7.21
Dominion Energy Common Stock (D) 0.1 $429k 6.2k 69.04
Oracle Corp Common Stock (ORCL) 0.1 $424k 6.9k 61.06
Anheuser Busch Common Stock (BUD) 0.1 $418k 9.3k 45.14
General Electric Common Stock (GE) 0.1 $418k 6.7k 61.96
Select Utilities MF Closed and MF Open (XLU) 0.1 $417k 6.4k 65.46
Ishares Semiconductor MF Closed and MF Open (SOXX) 0.1 $415k 1.3k 318.74
Intel Corp Common Stock (INTC) 0.1 $409k 16k 25.74
Twitter Common Stock 0.1 $405k 9.2k 43.79
Alps Sector MF Closed and MF Open (SDOG) 0.1 $403k 8.9k 45.13
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.1 $400k 8.9k 45.10
Teva Pharmaceutical Common Stock (TEVA) 0.1 $397k 49k 8.06
Southern Company Common Stock (SO) 0.1 $394k 5.8k 68.00
Ishares Msci MF Closed and MF Open (ACWV) 0.1 $393k 4.4k 88.53
Goldman Sachs Common Stock (GS) 0.1 $392k 1.3k 293.19
Victory Victoryshares MF Closed and MF Open (QQQN) 0.1 $391k 18k 22.39
Vanguard Russell MF Closed and MF Open (VTHR) 0.1 $381k 2.4k 161.10
Spdr Bloomberg MF Closed and MF Open (TIPX) 0.1 $379k 21k 18.20
Thermo Fisher Common Stock (TMO) 0.1 $377k 743.00 507.40
Vanguard Us MF Closed and MF Open (VFVA) 0.1 $370k 4.3k 86.94
Deere & Co Common Stock (DE) 0.1 $368k 1.1k 333.94
Salesforce Common Stock (CRM) 0.1 $366k 2.5k 143.87
First Trust MF Closed and MF Open (FDL) 0.1 $363k 11k 32.12
Vanguard Mega MF Closed and MF Open (MGV) 0.1 $363k 4.0k 89.99
First Trust MF Closed and MF Open (FTGC) 0.1 $358k 14k 25.33
Kimberly Clark Common Stock (KMB) 0.1 $356k 3.2k 112.48
Ppl Corp Common Stock (PPL) 0.1 $355k 14k 25.38
Marathon Petroleum Common Stock (MPC) 0.1 $345k 3.5k 99.31
Mastercard Common Stock (MA) 0.1 $345k 1.2k 283.95
Ishares Intl MF Closed and MF Open (IDV) 0.1 $344k 15k 22.53
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.1 $340k 31k 11.04
BP Common Stock (BP) 0.1 $335k 12k 28.56
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $330k 4.1k 80.08
Newell Brands Common Stock (NWL) 0.1 $326k 24k 13.87
Realty Income Common Stock (O) 0.1 $323k 5.5k 58.23
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $319k 13k 23.78
Travelers Cos Common Stock (TRV) 0.1 $319k 2.1k 153.29
Invesco Exchange MF Closed and MF Open (SPLV) 0.1 $316k 5.5k 57.90
Ollies Bargain Common Stock (OLLI) 0.1 $311k 6.0k 51.56
Vanguard Small MF Closed and MF Open (VBR) 0.1 $310k 2.2k 143.52
Pacer Benchmark MF Closed and MF Open (SRVR) 0.1 $308k 11k 28.63
Coinbase Global Common Stock (COIN) 0.1 $307k 4.8k 64.46
Alps Alerian MF Closed and MF Open (AMLP) 0.1 $307k 8.4k 36.61
Ecolab Common Stock (ECL) 0.1 $306k 2.1k 144.27
Vanguard Health MF Closed and MF Open (VHT) 0.1 $305k 1.4k 223.44
First Trust MF Closed and MF Open (FYX) 0.1 $302k 4.2k 72.77
Spdr Bloomberg MF Closed and MF Open (JNK) 0.1 $302k 3.4k 87.87
Amgen Common Stock (AMGN) 0.1 $296k 1.3k 225.10
Cvs Health Common Stock (CVS) 0.1 $296k 3.1k 95.30
Target Corp Common Stock (TGT) 0.1 $290k 2.0k 148.34
Kroger Common Stock (KR) 0.1 $288k 6.6k 43.77
Blackstone Common Stock (BX) 0.1 $286k 3.4k 83.65
Linde Common Stock 0.1 $283k 1.0k 269.78
Global X MF Closed and MF Open (PFFD) 0.1 $283k 14k 20.51
Vanguard Russell MF Closed and MF Open (VONG) 0.1 $282k 5.2k 54.23
India Fund MF Closed and MF Open (IFN) 0.1 $280k 17k 16.06
GSK Common Stock (GSK) 0.1 $280k 9.5k 29.46
Mondelez International Common Stock (MDLZ) 0.1 $280k 5.1k 54.78
Invesco Dwa MF Closed and MF Open (PDP) 0.1 $275k 4.1k 67.62
Vanguard Mid MF Closed and MF Open (VOT) 0.1 $275k 1.6k 170.70
Wec Energy Common Stock (WEC) 0.1 $272k 3.0k 89.33
Broadcom Common Stock (AVGO) 0.1 $269k 606.00 443.89
Altria Group Common Stock (MO) 0.1 $267k 6.6k 40.40
Schwab Us MF Closed and MF Open (SCHD) 0.1 $265k 4.0k 66.48
Illumina Common Stock (ILMN) 0.1 $265k 1.4k 190.51
Nutrien Common Stock (NTR) 0.1 $263k 3.2k 83.49
Ishares Msci MF Closed and MF Open (EFG) 0.1 $261k 3.6k 72.46
Spdr Series MF Closed and MF Open (XES) 0.1 $259k 4.7k 55.11
Alliance Bernstein Oil & Gas, Real Estate and REIT (AB) 0.1 $259k 7.4k 35.10
Bank New York Common Stock (BK) 0.1 $257k 6.7k 38.47
Arrowhead Pharmaceutical Common Stock (ARWR) 0.1 $256k 7.8k 33.03
Vanguard Extended MF Closed and MF Open (VXF) 0.1 $254k 2.0k 127.32
Invesco Exchange MF Closed and MF Open (PDN) 0.1 $249k 9.7k 25.65
Schwab Intl MF Closed and MF Open (SCHF) 0.1 $248k 8.8k 28.10
First Trust MF Closed and MF Open (FTSM) 0.1 $248k 4.2k 59.33
Intl Business Common Stock (IBM) 0.0 $245k 2.1k 118.64
Advanced Drain Common Stock (WMS) 0.0 $244k 2.0k 124.24
First Trust MF Closed and MF Open (FIXD) 0.0 $242k 5.6k 43.59
Enbridge Common Stock (ENB) 0.0 $241k 6.5k 37.07
First Trust MF Closed and MF Open (FDN) 0.0 $240k 1.9k 126.12
Vanguard Large MF Closed and MF Open (VV) 0.0 $240k 1.5k 163.71
Spdr Gold Common Stock (GLD) 0.0 $238k 1.5k 154.55
Hershey Company Common Stock (HSY) 0.0 $237k 1.1k 220.47
Vanguard Global MF Closed and MF Open (VNQI) 0.0 $237k 6.2k 38.12
Pimco Ehnanced MF Closed and MF Open (MINT) 0.0 $236k 2.4k 98.87
Ishares Silver Common Stock (SLV) 0.0 $234k 13k 17.52
Bristol Myers Common Stock (BMY) 0.0 $234k 3.3k 71.12
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.0 $233k 9.4k 24.66
Lam Research Corporation Common Stock (LRCX) 0.0 $232k 634.00 365.93
Independent Bank Common Stock (IBCP) 0.0 $230k 12k 19.13
Morgan Stanley Common Stock (MS) 0.0 $228k 2.9k 79.00
Lattice Hartford MF Closed and MF Open (RODM) 0.0 $225k 10k 21.71
Tjx Cos Common Stock (TJX) 0.0 $225k 3.6k 62.22
Schlumberger Common Stock (SLB) 0.0 $224k 6.2k 35.96
Proshares Trust MF Closed and MF Open (NOBL) 0.0 $223k 2.8k 79.90
Vanguard Municipal MF Closed and MF Open (VTEB) 0.0 $223k 4.6k 48.06
Honeywell Intl Common Stock (HON) 0.0 $222k 1.3k 166.92
Ishares Mbs MF Closed and MF Open (MBB) 0.0 $221k 2.4k 91.51
Vanguard Russell MF Closed and MF Open (VONE) 0.0 $221k 1.4k 163.46
Global X MF Closed and MF Open (BOTZ) 0.0 $217k 12k 18.07
Smucker Jm Common Stock (SJM) 0.0 $217k 1.6k 137.60
Draftkings Common Stock (DKNG) 0.0 $215k 14k 15.14
Spdr Port MF Closed and MF Open (SPEU) 0.0 $210k 7.3k 28.77
Air Products Common Stock (APD) 0.0 $205k 881.00 232.69
Tempur Sealy Common Stock (TPX) 0.0 $205k 8.5k 24.08
Global X MF Closed and MF Open (MLPA) 0.0 $205k 5.2k 39.44
Vanguard Financials MF Closed and MF Open (VFH) 0.0 $202k 2.7k 74.51
Spdr Blackstone MF Closed and MF Open (SRLN) 0.0 $201k 4.9k 40.94
Warner Bros Common Stock (WBD) 0.0 $200k 17k 11.51
First Trust MF Closed and MF Open (FPE) 0.0 $190k 11k 16.70
First Trust MF Closed and MF Open (MDIV) 0.0 $181k 13k 14.45
Invesco Common Stock (IVZ) 0.0 $179k 13k 13.69
Editas Medicine Common Stock (EDIT) 0.0 $171k 14k 12.21
Danimer Scientific Common Stock (DNMR) 0.0 $159k 54k 2.95
Vodafone Group Common Stock (VOD) 0.0 $155k 14k 11.36
Owl Rock Common Stock (OBDC) 0.0 $151k 15k 10.34
Cohen & Steers MF Closed and MF Open (RQI) 0.0 $146k 13k 11.22
Blackstone Strategic MF Closed and MF Open (BGB) 0.0 $145k 14k 10.63
Nuveen Global MF Closed and MF Open (JGH) 0.0 $136k 13k 10.54
Haleon Common Stock (HLN) 0.0 $135k 22k 6.09
Inovio Pharmaceuticals Common Stock 0.0 $128k 74k 1.73
Sofi Technologies Common Stock (SOFI) 0.0 $112k 23k 4.90
Appharvest Common Stock 0.0 $88k 45k 1.98
Ionq Common Stock (IONQ) 0.0 $76k 15k 5.07
Lumen Technologies Common Stock (LUMN) 0.0 $75k 10k 7.32
Sorrento Therapeutics Common Stock (SRNEQ) 0.0 $36k 23k 1.59
American Res Common Stock (AREC) 0.0 $31k 12k 2.70
Cango Common Stock (CANG) 0.0 $26k 11k 2.30
Leap Therapeutics Common Stock 0.0 $15k 17k 0.88