Kingswood Wealth Advisors

Kingswood Wealth Advisors as of June 30, 2023

Portfolio Holdings for Kingswood Wealth Advisors

Kingswood Wealth Advisors holds 267 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 9.4 $29M 152k 193.97
Microsoft Corp Common Stock (MSFT) 3.9 $12M 36k 340.55
Grayscale Bitcoin Tr Btc Closed End Mutl Fund (GBTC) 3.1 $9.8M 512k 19.19
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY) 2.7 $8.5M 19k 443.28
Amazon.com Common Stock (AMZN) 2.5 $7.8M 60k 130.36
Nvidia Corp Common Stock (NVDA) 2.1 $6.6M 16k 423.03
Tesla Common Stock (TSLA) 1.9 $6.0M 23k 261.77
Nextera Energy Common Stock (NEE) 1.8 $5.7M 77k 74.20
Texas Instruments Common Stock (TXN) 1.6 $5.1M 29k 180.03
Desktop Metal Inc Class A Common Stock (DM) 1.5 $4.8M 2.7M 1.77
Alphabet Inc. Class A Common Stock (GOOGL) 1.3 $4.1M 34k 119.70
Boeing Common Stock (BA) 1.3 $4.0M 19k 211.17
Elevance Health Common Stock (ELV) 1.3 $4.0M 8.9k 444.29
Parker-hannifin Corp Common Stock (PH) 1.3 $3.9M 10k 390.04
Air Prod & Chemicals Common Stock (APD) 1.2 $3.9M 13k 299.53
Caterpillar Common Stock (CAT) 1.2 $3.7M 15k 246.06
Lockheed Martin Corp Common Stock (LMT) 1.2 $3.7M 8.1k 460.43
Humana Common Stock (HUM) 1.1 $3.3M 7.4k 447.13
Honeywell Intl Common Stock (HON) 1.1 $3.3M 16k 207.50
First Trust Capital Strength Exchange Traded Fund (FTCS) 1.0 $3.3M 43k 75.08
Merck & Co Common Stock (MRK) 1.0 $3.1M 27k 115.39
Ishares Global 100 Etf Exchange Traded Fund (IOO) 1.0 $3.1M 40k 76.06
Raytheon Technologies Common Stock (RTX) 1.0 $3.0M 31k 97.96
Ishares Tr Exchange Traded Fund (MTUM) 0.9 $3.0M 21k 144.25
Berkshire Hathaway Incorporated Del Class A Common Stock (BRK.A) 0.8 $2.6M 5.00 517810.00
Bristol-myers Squibb Common Stock (BMY) 0.8 $2.6M 40k 63.95
Meta Platforms Inc Class A Common Stock (META) 0.8 $2.5M 8.6k 286.98
Select Sector Spdr Fund Exchange Traded Fund (XLY) 0.8 $2.4M 14k 169.81
Jpmorgan Chase & Co Common Stock (JPM) 0.8 $2.4M 16k 145.44
Berkshire Hathaway Class B Common Stock (BRK.B) 0.7 $2.3M 6.8k 341.00
Fs Kkr Capital Corp Common Stock (FSK) 0.7 $2.3M 118k 19.18
Unitedhealth Grp Common Stock (UNH) 0.7 $2.2M 4.7k 480.73
Cisco Systems Common Stock (CSCO) 0.7 $2.2M 2.2M 1.00
Trane Technologies Plc F Foreign Ordinaries (TT) 0.7 $2.2M 12k 191.26
Grayscale Ethereum Tr Et Closed End Mutl Fund (ETHE) 0.7 $2.1M 216k 9.94
General Dynamics Common Stock (GD) 0.7 $2.1M 9.9k 215.16
Johnson & Johnson Common Stock (JNJ) 0.7 $2.1M 13k 165.52
Grayscale Litecoin Trust Common Stock (LTCN) 0.7 $2.1M 332k 6.19
Alphabet Inc. Class C Common Stock (GOOG) 0.6 $2.0M 17k 120.97
Costco Wholesale Common Stock (COST) 0.6 $2.0M 3.7k 538.46
Visa Inc Class A Common Stock (V) 0.6 $1.9M 8.0k 237.48
Franklin Short Duration U.s. Government Etf Exchange Traded Fund (FTSD) 0.6 $1.9M 21k 89.44
Materion Corp Common Stock (MTRN) 0.6 $1.8M 16k 114.20
Exxon Mobil Corp Common Stock (XOM) 0.6 $1.8M 17k 107.25
Palo Alto Networks Common Stock (PANW) 0.5 $1.7M 6.5k 255.51
Owl Rock Capital Corporation Common Stock (OBDC) 0.5 $1.6M 119k 13.42
Texas Pacific Land Corp Common Stock (TPL) 0.5 $1.5M 1.2k 1316.50
First Trust High Income Exchange Traded Fund (FSD) 0.5 $1.5M 134k 11.44
Cvs Health Corp Common Stock (CVS) 0.5 $1.4M 25k 57.40
Vanguard Specialized Funds Exchange Traded Fund (VIG) 0.5 $1.4M 8.7k 162.43
Devon Energy Corp Common Stock (DVN) 0.4 $1.4M 29k 48.34
Walmart Common Stock (WMT) 0.4 $1.4M 1.4M 1.00
Ishares Gold Trust Exchange Traded Fund (IAU) 0.4 $1.4M 38k 36.39
Bank Of America Corp Common Stock (BAC) 0.4 $1.4M 48k 28.69
First Tr Value Line Divid Exchange Traded Fund (FVD) 0.4 $1.4M 34k 40.09
Netflix Common Stock (NFLX) 0.4 $1.3M 3.0k 440.49
Mastercard Inc Class A Common Stock (MA) 0.4 $1.3M 3.4k 393.31
Broadcom Common Stock (AVGO) 0.4 $1.3M 1.5k 867.43
Duke Energy Corp Common Stock (DUK) 0.4 $1.3M 15k 89.74
Qualcomm Common Stock (QCOM) 0.4 $1.3M 11k 119.05
Pioneer Natural Res Common Stock (PXD) 0.4 $1.3M 6.2k 207.18
Invesco Qqq Tr Exchange Traded Fund (QQQ) 0.4 $1.3M 3.4k 369.42
Procter & Gamble Common Stock (PG) 0.4 $1.2M 8.2k 151.74
Home Depot Common Stock (HD) 0.4 $1.2M 3.9k 310.64
Gatx Corp Common Stock (GATX) 0.4 $1.2M 9.2k 128.74
L3harris Technologies In Common Stock (LHX) 0.4 $1.2M 6.0k 195.77
Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO) 0.4 $1.2M 7.2k 161.83
Salesforce Common Stock (CRM) 0.4 $1.1M 5.4k 211.26
Intel Corp Common Stock (INTC) 0.4 $1.1M 34k 33.44
Marathon Digital Hldgs I Common Stock (MARA) 0.4 $1.1M 82k 13.86
Ford Motor Common Stock (F) 0.4 $1.1M 75k 15.13
Abbvie Common Stock (ABBV) 0.4 $1.1M 8.3k 134.74
Target Corp Common Stock (TGT) 0.4 $1.1M 8.5k 131.90
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV) 0.3 $1.1M 2.4k 445.71
First Industrial Rlt Common Stock (FR) 0.3 $1.1M 20k 52.64
Ishares Tr U.s. Fin Svc Etf Exchange Traded Fund (IYG) 0.3 $1.1M 25k 42.93
Oracle Corp Common Stock (ORCL) 0.3 $1.1M 8.8k 119.09
Manchester Utd Plc Fclass A Foreign Ordinaries (MANU) 0.3 $1.0M 43k 24.38
Adobe Common Stock (ADBE) 0.3 $1.0M 2.1k 488.99
Spdr Gold Tr Exchange Traded Fund (GLD) 0.3 $1.0M 5.8k 178.27
Ishares Tr Ishares Semicdtr Exchange Traded Fund (SOXX) 0.3 $1.0M 2.0k 507.26
Vanguard Intl Equity Index Exchange Traded Fund (VT) 0.3 $1.0M 11k 96.98
Select Sector Spdr Trust Exchange Traded Fund (XLV) 0.3 $1.0M 7.6k 132.73
Goldman Sachs Group Common Stock (GS) 0.3 $1.0M 3.1k 322.55
Verizon Communicatn Common Stock (VZ) 0.3 $961k 26k 37.19
Illumina Common Stock (ILMN) 0.3 $947k 5.1k 187.49
Proshares S&p 500 Dividend Exchange Traded Fund (NOBL) 0.3 $946k 10k 94.28
J P Morgan Exchange Traded Exchange Traded Fund (JEPI) 0.3 $936k 17k 55.33
Vanguard Index Funds Exchange Traded Fund (VTI) 0.3 $925k 4.2k 220.28
Lilly Eli & Co Common Stock (LLY) 0.3 $903k 1.9k 468.98
Spdr Dow Jones Industrial Average Etf Trust Exchange Traded Fund (DIA) 0.3 $901k 2.6k 343.85
Abrdn Gold Etf Trust Common Stock (SGOL) 0.3 $900k 49k 18.37
Starbucks Corp Common Stock (SBUX) 0.3 $899k 9.1k 99.07
Nrg Energy Incorporated Common Stock (NRG) 0.3 $864k 23k 37.39
Timken Common Stock (TKR) 0.3 $852k 9.3k 91.53
Vaneck Etf Trust Exchange Traded Fund (BIZD) 0.3 $816k 53k 15.36
Chevron Corp Common Stock (CVX) 0.3 $797k 5.1k 157.37
Waste Management Common Stock (WM) 0.3 $783k 4.5k 173.42
Archer-daniels-midln Common Stock (ADM) 0.2 $774k 10k 75.56
Global X Fds Exchange Traded Fund (PAVE) 0.2 $757k 24k 31.43
Vici Properties Common Stock (VICI) 0.2 $755k 24k 31.43
The Cigna Group Common Stock (CI) 0.2 $737k 2.6k 280.60
Ishares Select Dividend Etf Exchange Traded Fund (DVY) 0.2 $733k 6.5k 113.30
Advanced Micro Devices I Common Stock (AMD) 0.2 $693k 6.1k 113.91
Wisdomtree Trust Exchange Traded Fund (DLN) 0.2 $686k 11k 63.60
Ishares Trust Exchange Traded Fund (USMV) 0.2 $682k 9.2k 74.33
Spdr Technology Select Sector Fund Exchange Traded Fund (XLK) 0.2 $679k 3.9k 173.86
Public Storage Common Stock (PSA) 0.2 $665k 2.3k 291.88
Blackstone Common Stock (BX) 0.2 $658k 7.1k 92.97
Constellation Brands Common Stock (STZ) 0.2 $652k 2.6k 246.20
Ishares Trust Exchange Traded Fund (XT) 0.2 $648k 12k 55.60
Eaton Corp Plc F Foreign Ordinaries (ETN) 0.2 $621k 3.1k 201.10
Applied Materials Common Stock (AMAT) 0.2 $617k 4.3k 144.54
Walt Disney Common Stock (DIS) 0.2 $614k 6.9k 89.28
Ishares Core Growth Allocation Exchange Traded Fund (AOR) 0.2 $611k 12k 51.45
Energy Transfer Common Stock (ET) 0.2 $598k 47k 12.70
Tyson Foods Inc Class A Common Stock (TSN) 0.2 $588k 12k 51.04
Ingersoll Rand Common Stock (IR) 0.2 $587k 9.0k 65.36
Ishares Russell 1000 Growth Exchange Traded Fund (IWF) 0.2 $586k 2.1k 275.18
Paypal Holdings Incorpor Common Stock (PYPL) 0.2 $584k 8.7k 66.73
Activision Blizzard Common Stock 0.2 $577k 6.8k 84.30
Microstrategy Inc Class A Common Stock (MSTR) 0.2 $575k 1.7k 342.42
Abbott Laboratories Common Stock (ABT) 0.2 $572k 5.2k 109.03
First Trust Exchange Traded Exchange Traded Fund (TDIV) 0.2 $572k 9.8k 58.66
Mcdonalds Corp Common Stock (MCD) 0.2 $569k 1.9k 298.41
Srh Total Return Fund Incorporated Closed End Fund (STEW) 0.2 $565k 43k 13.28
First Tr Exchange Traded Exchange Traded Fund (FAUG) 0.2 $544k 14k 38.62
Fedex Corp Common Stock (FDX) 0.2 $542k 2.2k 247.91
Vanguard Index Funds Exchange Traded Fund (VB) 0.2 $530k 2.7k 198.89
Ishares Core U S Aggregate Bd Exchange Traded Fund (AGG) 0.2 $528k 5.4k 97.95
Calavo Growers Common Stock (CVGW) 0.2 $523k 18k 29.02
Pfizer Common Stock (PFE) 0.2 $521k 14k 36.68
Service Now Common Stock (NOW) 0.2 $512k 911.00 561.97
Deere & Co Common Stock (DE) 0.2 $502k 1.2k 405.30
Accenture Plc Fclass A Foreign Ordinaries (ACN) 0.2 $495k 1.6k 308.58
Vanguard World Funds Exchange Traded Fund (VHT) 0.2 $493k 2.0k 244.82
Nuveen Preferred And Income Exchange Traded Fund (JPI) 0.2 $492k 29k 16.79
Spdr S&p Dividend Etf Exchange Traded Fund (SDY) 0.2 $490k 4.0k 122.58
Wells Fargo Company Common Stock (WFC) 0.2 $489k 12k 42.68
J P Morgan Exchange-traded Exchange Traded Fund (JEPQ) 0.2 $487k 10k 48.37
Pepsico Common Stock (PEP) 0.2 $485k 2.6k 185.22
Amgen Common Stock (AMGN) 0.2 $478k 2.2k 222.11
General Electric Company Common Stock (GE) 0.2 $475k 4.3k 109.85
Schlumberger Limited Com Stk Foreign Ordinary Shares (SLB) 0.2 $475k 9.7k 49.12
First Tr Exchange Traded Exchange Traded Fund (FMAY) 0.1 $464k 12k 38.97
Thermo Fisher Scntfc Common Stock (TMO) 0.1 $455k 871.00 521.80
Wheaton Precious Metal F Foreign Canadian (WPM) 0.1 $448k 10k 43.22
Camping World Holdings Common Stock (CWH) 0.1 $447k 15k 30.10
Spdr Series Trust Exchange Traded Fund (SPYG) 0.1 $445k 7.3k 61.02
New York Community Bancorp Common Stock (NYCB) 0.1 $441k 39k 11.24
Spdr Series Trust Exchange Traded Fund (CWB) 0.1 $440k 6.3k 69.95
Occidental Pete Corporation Common Stock (OXY) 0.1 $431k 7.3k 58.80
Charles Schwab Corp Common Stock (SCHW) 0.1 $427k 7.5k 56.68
Nike Inc Class B Common Stock (NKE) 0.1 $423k 3.8k 110.37
Vaneck Etf Tr Exchange Traded Fund (SMH) 0.1 $420k 2.8k 152.25
Vanguard Index Funds Exchange Traded Fund (VYM) 0.1 $417k 3.9k 106.07
Danaher Corp Common Stock (DHR) 0.1 $414k 1.7k 240.00
W P Carey Common Stock (WPC) 0.1 $413k 6.1k 67.56
First Tr Exchange Traded Exchange Traded Fund (FNOV) 0.1 $409k 10k 40.26
Vanguard Total Bond Market Etf Exchange Traded Fund (BND) 0.1 $408k 5.6k 72.69
First Tr Exchange Traded Exchange Traded Fund (FAPR) 0.1 $408k 12k 32.81
International Business Common Stock (IBM) 0.1 $399k 3.0k 133.81
Ishares Msci Eafe Etf Exchange Traded Fund (EFA) 0.1 $394k 5.4k 72.50
Williams Companies Incorporated Common Stock (WMB) 0.1 $393k 12k 32.63
Arista Networks Common Stock (ANET) 0.1 $389k 2.4k 162.06
Ares Capital Corporation Common Stock (ARCC) 0.1 $388k 21k 18.79
Ishares Trust Exchange Traded Fund (EFAV) 0.1 $387k 5.7k 67.50
Strategy Shares Exchange Traded Fund (HNDL) 0.1 $378k 19k 20.33
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK) 0.1 $377k 1.6k 235.32
Axcelis Technologies Common Stock (ACLS) 0.1 $373k 2.0k 183.33
Vanguard Index Funds Exchange Traded Fund (VTV) 0.1 $369k 2.6k 142.10
Select Sector Spdr Trust Exchange Traded Fund (XLI) 0.1 $366k 3.4k 107.32
Ishares Trust Exchange Traded Fund (ESGU) 0.1 $363k 3.7k 97.46
Sprott Physical Gold Tr Unit Exchange Traded Fund (PHYS) 0.1 $357k 24k 14.92
Blackrock Health Science Closed End Fund (BMEZ) 0.1 $355k 22k 16.42
Gxo Logistics Common Stock (GXO) 0.1 $350k 5.6k 62.82
American Water Works Common Stock (AWK) 0.1 $350k 2.5k 142.75
At&t Common Stock (T) 0.1 $347k 22k 15.95
Skyworks Solutions Incorporated Common Stock (SWKS) 0.1 $347k 1.4k 246.13
Nuveen Nasdaq 100 Dynamic Exchange Traded Fund (QQQX) 0.1 $343k 14k 24.93
Ishares Russell 2000 Growth Exchange Traded Fund (IWO) 0.1 $340k 1.4k 242.66
Medtronic Plc F Foreign Ordinaries (MDT) 0.1 $338k 3.8k 88.10
Marvell Technology Common Stock (MRVL) 0.1 $334k 5.6k 59.79
Invesco Db Us Dollar Index Exchange Traded Fund (UDN) 0.1 $332k 18k 18.81
Paramount Global Common Stock (PARA) 0.1 $325k 20k 15.91
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR) 0.1 $324k 3.3k 99.68
Southern Common Stock (SO) 0.1 $324k 4.6k 70.25
Sila Realty Trust Common Stock (CVMCA) 0.1 $321k 39k 8.22
Autodesk Common Stock (ADSK) 0.1 $315k 1.5k 204.61
Global X Funds Exchange Traded Fund (BOTZ) 0.1 $315k 11k 28.74
American Healthcare Reit Common Stock (AHTR) 0.1 $315k 10k 31.40
Pimco Active Bond Exchange Exchange Traded Fund (BOND) 0.1 $314k 3.4k 91.62
Docusign Common Stock (DOCU) 0.1 $313k 6.1k 51.09
First Tr Large Cap Growth Exchange Traded Fund (FTC) 0.1 $313k 3.1k 101.29
Airbnb Inc Class A Common Stock (ABNB) 0.1 $313k 2.4k 128.16
Invesco Exchange Traded Fd Tr Exchange Traded Fund (SPLV) 0.1 $310k 4.9k 62.81
Vanguard Sector Index Fds Exchange Traded Fund (VFH) 0.1 $305k 3.8k 81.24
Bce Incorporated Foreign Ordinary Shares (BCE) 0.1 $300k 6.6k 45.59
Realty Income Corp Common Stock (O) 0.1 $297k 5.0k 59.80
First Trust Exchange Traded Exchange Traded Fund (FPEI) 0.1 $297k 18k 16.85
Toll Brothers Incorporated Common Stock (TOL) 0.1 $295k 3.7k 79.07
Encore Wire Corp Common Stock (WIRE) 0.1 $293k 1.6k 185.93
Ishares Silver Tr Ishares Exchange Traded Fund (SLV) 0.1 $291k 14k 20.89
Spdr S&p Biotech Etf Exchange Traded Fund (XBI) 0.1 $284k 3.4k 83.20
Pimco Dynamic Income Opp Closed End Fund (PDO) 0.1 $280k 21k 13.06
Moderna Incorporated Common Stock (MRNA) 0.1 $279k 2.3k 121.50
Lululemon Athletica Common Stock (LULU) 0.1 $278k 734.00 378.50
Pimco Access Income Cf Closed End Fund (PAXS) 0.1 $275k 19k 14.75
Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $274k 381.00 718.54
Garmin Ltd F Foreign Ordinaries (GRMN) 0.1 $273k 2.6k 104.30
Vanguard Admiral Fds Exchange Traded Fund (VOOG) 0.1 $273k 1.1k 254.09
Eaton Vance Tax Managed Common Stock (ETY) 0.1 $271k 22k 12.46
Ishares Morningstar Mid Cap Exchange Traded Fund (IMCV) 0.1 $268k 4.2k 63.70
Advisorshares Tr Exchange Traded Fund (DWSH) 0.1 $267k 31k 8.75
Vanguard S&p 500 Etf Exchange Traded Fund (VOO) 0.1 $265k 651.00 407.28
Spdr Series Trust Exchange Traded Fund (BIL) 0.1 $264k 2.9k 91.82
Fiserv Common Stock (FI) 0.1 $260k 2.1k 126.15
Gilead Sciences Incorporated Common Stock (GILD) 0.1 $258k 3.3k 77.07
Coinbase Global Inc Class A Common Stock (COIN) 0.1 $257k 3.6k 71.55
Mongodb Inc Class A Common Stock (MDB) 0.1 $257k 625.00 410.99
Invesco Exchange Traded Fd Tr Exchange Traded Fund (PGX) 0.1 $247k 22k 11.37
Ishares Trust Exchange Traded Fund (EFG) 0.1 $244k 2.6k 95.41
Cheesecake Factory Common Stock (CAKE) 0.1 $243k 7.0k 34.58
BP P L C Common Stock (BP) 0.1 $242k 6.9k 35.29
Clearbridge Energy Midstrm Opp Common Stock (EMO) 0.1 $242k 8.1k 29.86
Ishares Incorporated Msci Aust Etf Exchange Traded Fund (EWA) 0.1 $237k 11k 22.55
Oneok Common Stock (OKE) 0.1 $236k 3.8k 61.72
Ishares Trust Exchange Traded Fund (IGV) 0.1 $233k 674.00 345.91
Select Sector Spdr Fund Exchange Traded Fund (XLB) 0.1 $233k 2.8k 82.87
Advisorshares Trust Exchange Traded Fund (HDGE) 0.1 $233k 10k 22.61
Ishares S&p Gsci Commodity- In Unit Ben Int Exchange Traded Fund (GSG) 0.1 $232k 12k 19.49
Pacer Funds Trust Common Stock (USAI) 0.1 $230k 8.5k 27.19
Ally Financial Common Stock (ALLY) 0.1 $226k 8.4k 27.01
Virtus Artificial Intell Closed End Fund (AIO) 0.1 $226k 12k 18.40
Enterprise Products Partners Common Stock (EPD) 0.1 $225k 8.5k 26.35
Ishares U S Medical Devices Exchange Traded Fund (IHI) 0.1 $223k 4.0k 56.46
Corning Common Stock (GLW) 0.1 $222k 6.3k 35.04
Asml Holding N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML) 0.1 $221k 305.00 724.75
Vanguard Index Funds Exchange Traded Fund (VXF) 0.1 $220k 1.5k 148.83
Apollo Commercial Real Estate Common Stock (ARI) 0.1 $220k 19k 11.32
Cion Investment Corporation Common Stock (CION) 0.1 $220k 21k 10.38
Micron Technology Common Stock (MU) 0.1 $219k 3.5k 63.11
Coca Cola Company Common Stock (KO) 0.1 $218k 3.6k 60.22
Stryker Corp Common Stock (SYK) 0.1 $215k 704.00 305.09
Marathon Pete Corp Common Stock (MPC) 0.1 $214k 1.8k 116.60
First Tr Exchange Traded Fd Ii Exchange Traded Fund (FXL) 0.1 $207k 1.8k 115.04
Quest Diagnostic Common Stock (DGX) 0.1 $207k 1.5k 140.56
Vanguard Sector Index Fds Exchange Traded Fund (VDE) 0.1 $204k 1.8k 112.89
Western Union Common Stock (WU) 0.1 $194k 17k 11.73
Regions Financial Corp Common Stock (RF) 0.1 $184k 10k 17.82
Purple Biotech Common Stock (PPBT) 0.1 $179k 128k 1.40
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $174k 37k 4.75
Fs Energy & Power Fund Common Stock (FSEN) 0.1 $172k 46k 3.78
Blackrock Ny Muni Income Tr Common Stock (BNY) 0.1 $169k 16k 10.34
Mfa Financial Common Stock (MFA) 0.1 $169k 15k 11.24
Brightspire Capital Common Stock (BRSP) 0.1 $165k 25k 6.73
Ares Acquisition Corporation Com Class A Foreign Ordinary Shares 0.1 $165k 16k 10.57
Global Net Lease Common Stock (GNL) 0.1 $160k 16k 10.28
Agnc Investment Corp Common Stock (AGNC) 0.1 $157k 16k 10.13
Barings Bdc Common Stock (BBDC) 0.0 $143k 18k 7.84
Science 37 Holdings Common Stock 0.0 $137k 644k 0.21
Cim Real Estate Fin Tr Common Stock (CMRF) 0.0 $116k 18k 6.57
Pioneer Municipal High Income Exchange Traded Fund (MAV) 0.0 $95k 12k 7.90
Bny Mellon Strategic Common Stock (LEO) 0.0 $75k 12k 6.22
Brainstorm Cell Therapeutics Common Stock (BCLI) 0.0 $34k 17k 2.06
American Creek Res Foreign Ordinary Shares (ACKRF) 0.0 $23k 200k 0.11
American Pwr Group Common Stock (APGI) 0.0 $2.7k 50k 0.05