Summit Financial

Summit Financial as of March 31, 2023

Portfolio Holdings for Summit Financial

Summit Financial holds 256 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt Etf (VTI) 30.4 $348M 1.7M 204.10
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU) 13.9 $160M 3.0M 53.47
Vanguard Index Fds Growth Etf Etf (VUG) 4.5 $51M 206k 249.44
Chipotle Mexican Grill Common Stock (CMG) 3.5 $40M 24k 1708.30
Vanguard Index Fds Value Etf Etf (VTV) 3.3 $38M 276k 138.11
Vanguard Index Fds Sm Cp Val Etf Etf (VBR) 2.7 $31M 194k 158.76
Vanguard Index Fds Mcapvlidxvip Etf (VOE) 2.4 $27M 203k 134.07
Spdr S&p 500 Etf Trtr Unit Etf (SPY) 2.1 $24M 57k 410.90
Apple Common Stock (AAPL) 1.9 $22M 135k 164.90
Vanguard Index Fdss&p 500 Etf Etf (VOO) 1.5 $17M 46k 376.07
Ishares Core S&p 500 Etf Etf (IVV) 1.5 $17M 41k 411.08
Amazon Common Stock (AMZN) 1.3 $15M 149k 103.29
Yum Brands Inccom Common Stock (YUM) 1.2 $14M 105k 132.08
Microsoft Corpcom Common Stock (MSFT) 1.1 $13M 44k 288.30
Vanguard Tax-managed Intlfd Ftse Dev Mkt Etf Etf (VEA) 1.0 $11M 253k 45.17
Schwab Strategic T Rschwb Fdt Intlg Etf (FNDF) 0.9 $11M 344k 31.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO) 0.6 $7.1M 175k 40.40
Vanguard Index Fds Mid Cap Etf Etf (VO) 0.6 $6.9M 33k 210.92
Vanguard Index Fds Small Cp Etf Etf (VB) 0.6 $6.6M 35k 189.56
Tesla Inccom Common Stock (TSLA) 0.5 $5.7M 28k 207.46
Isharestrcore S&p Ttl Stk Etf (ITOT) 0.5 $5.3M 59k 90.55
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B) 0.5 $5.3M 17k 308.77
Invesco Exchangetraded Fd Tftserafi1000 Etf (PRF) 0.5 $5.2M 33k 156.78
Vanguard Whitehall Fds High Div Yld Etf (VYM) 0.5 $5.2M 49k 105.50
Isharestrcoremsci Eafe Etf (IEFA) 0.5 $5.2M 78k 66.85
Ishares Rus 1000 Val Etf Etf (IWD) 0.4 $4.6M 31k 152.26
Nvidia Corporation Common Stock (NVDA) 0.4 $4.5M 16k 277.76
Ishares Tr Core Total Usd Etf (IUSB) 0.4 $4.2M 91k 46.15
Ishares Rus 1000 Grw Etf Etf (IWF) 0.4 $4.2M 17k 244.34
Ishares Inc Msci Gbl Min Vol Etf (ACWV) 0.4 $4.2M 43k 96.75
Schwab Strategic Tr Us Lcap Va Etf Etf (SCHV) 0.4 $4.1M 62k 65.58
Invesco Qqq Trust 1 Etf (QQQ) 0.3 $3.8M 12k 321.39
Schwab Strategic Tr Us Lcap Gr Etf Etf (SCHG) 0.3 $3.7M 57k 65.17
Jpmorgan Chase & Co Common Stock (JPM) 0.3 $3.7M 28k 130.31
Spdr Index Shs Fd Sglb Nat Resrce Etf (GNR) 0.3 $3.7M 64k 57.09
Ishares Tr Core Msci Total Etf (IXUS) 0.3 $3.6M 58k 61.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd Etf (VCSH) 0.3 $3.6M 47k 76.23
Seabridge Gold Common Stock (SA) 0.3 $3.5M 271k 12.95
Salesforce Com Inccom Common Stock (CRM) 0.3 $3.1M 16k 199.78
Firsttrexchtradedfdiiipfdsecsincetf Etf (FPE) 0.3 $3.1M 193k 15.96
Unitedhealth Group Nc Common Stock (UNH) 0.3 $2.9M 6.1k 472.58
Homedepotinccom Common Stock (HD) 0.3 $2.9M 9.7k 295.11
Vanguard Tot I S;etf Etf (VXUS) 0.2 $2.8M 50k 55.21
Spdr S&p Midcap 400 Etf Etf (MDY) 0.2 $2.7M 5.9k 459.54
Procter And Gamble Cocom Common Stock (PG) 0.2 $2.6M 17k 148.69
Ishares Tr Core Us Aggbd Et Etf (AGG) 0.2 $2.4M 24k 99.64
Alphabetinccapstkclc Common Stock (GOOG) 0.2 $2.4M 23k 104.00
Johnson & Johnson Common Stock (JNJ) 0.2 $2.4M 16k 155.00
Ishares:s&p Sc 600 Val Etf (IJS) 0.2 $2.4M 26k 93.59
Sel Sector:energy Spdr Etf (XLE) 0.2 $2.4M 29k 82.83
Vanguardbd Index Fdstotal Bnd Mrkt Etf (BND) 0.2 $2.3M 32k 73.83
Ishares Inc Core Msci Emkt Etf (IEMG) 0.2 $2.3M 48k 48.79
Cocacolacocomcall Common Stock (KO) 0.2 $2.3M 37k 62.48
Exxon Mobil Corp Common Stock (XOM) 0.2 $2.2M 20k 109.66
Isharestrcore S&p Mcp Etf Etf (IJH) 0.2 $2.2M 8.9k 250.17
Cisco Sys Common Stock (CSCO) 0.2 $2.2M 42k 52.28
Visa Inccom Cl A Common Stock (V) 0.2 $2.2M 9.7k 225.47
Costco Whsl Corp Common Stock (COST) 0.2 $2.2M 4.4k 496.85
Texas Instrs Inccom Common Stock (TXN) 0.2 $2.2M 12k 186.00
Spdrsertrprtflo S&p500 Gw Etf (SPYG) 0.2 $2.1M 39k 55.36
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB) 0.2 $2.1M 42k 50.66
Ishares Tr Tips Bd Etf Etf (TIP) 0.2 $2.1M 19k 110.25
Isharestrcore S&p Scp Etf Etf (IJR) 0.2 $2.1M 21k 96.70
Mcdonalds Corpcom Common Stock (MCD) 0.2 $2.0M 7.3k 279.59
Union Pac Corpcom Common Stock (UNP) 0.2 $2.0M 9.9k 201.26
Honeywellintlinccom Common Stock (HON) 0.2 $1.9M 9.9k 191.12
Isharestriboxx Hi Yd Etf Etf (HYG) 0.2 $1.9M 25k 75.55
Spdr Gold Trgold Etf (GLD) 0.2 $1.9M 10k 183.22
Isharestrnational Mun Etf Etf (MUB) 0.2 $1.9M 17k 107.74
Ishares Tr Core S&p Us Vlu Etf (IUSV) 0.2 $1.8M 24k 73.78
Ishares Tr Core Msci Intl Etf (IDEV) 0.2 $1.8M 29k 60.47
Accenture Plc Ireland Shs Class A Common Stock (ACN) 0.2 $1.7M 6.1k 285.81
United Parcel Service Inccl B Common Stock (UPS) 0.2 $1.7M 8.9k 193.98
Spdr Ptf S&p 500 Value Etf (SPYV) 0.1 $1.7M 42k 40.72
Automatic Data Processing Common Stock (ADP) 0.1 $1.7M 7.6k 223.87
Medtronic Common Stock (MDT) 0.1 $1.6M 20k 81.30
Vanguard Bd Index Fds Intermed Term Etf (BIV) 0.1 $1.6M 21k 76.74
Linde Common Stock (LIN) 0.1 $1.6M 4.5k 355.43
Vanguard Scottsdale Fds Int-term Corp Etf (VCIT) 0.1 $1.6M 20k 80.22
Oracle Corporation Common Stock (ORCL) 0.1 $1.5M 17k 92.92
Spdr Nuveen Blmbrg Sht Etf (SHM) 0.1 $1.5M 32k 47.55
Abbvie Common Stock (ABBV) 0.1 $1.5M 9.4k 159.36
Boeing Common Stock (BA) 0.1 $1.5M 6.9k 212.42
Broadcom Common Stock (AVGO) 0.1 $1.5M 2.3k 641.59
Blackrock Common Stock (BLK) 0.1 $1.4M 2.1k 669.25
Ishares Russell 2000etf Etf (IWM) 0.1 $1.4M 7.6k 178.40
Thermo Fisher Scientificinccom Common Stock (TMO) 0.1 $1.4M 2.4k 576.66
Analog Devices Common Stock (ADI) 0.1 $1.3M 6.8k 197.22
Zoetis Inc Cl A Common Stock (ZTS) 0.1 $1.3M 8.0k 166.43
Oreilly Automotive Inccom Common Stock (ORLY) 0.1 $1.3M 1.6k 848.98
Chubblimitedcom Common Stock (CB) 0.1 $1.3M 6.7k 195.02
Amgen Common Stock (AMGN) 0.1 $1.3M 5.4k 241.77
Ishares Rus 2000valetf Etf (IWN) 0.1 $1.3M 9.4k 137.02
Marsh & Mclennan Cos Common Stock (MMC) 0.1 $1.3M 7.7k 166.56
Phillips66com Common Stock (PSX) 0.1 $1.3M 13k 101.38
Tjx Cos Inc Newcom Common Stock (TJX) 0.1 $1.2M 16k 78.36
Adobe System Sincorporated Common Stock (ADBE) 0.1 $1.2M 3.2k 385.41
Ameriprise Finl Common Stock (AMP) 0.1 $1.2M 4.0k 306.53
Advanced Micro Devices Common Stock (AMD) 0.1 $1.2M 12k 98.01
Danahercorporationcom Common Stock (DHR) 0.1 $1.2M 4.8k 252.31
Eli Lilly And Company Common Stock (LLY) 0.1 $1.2M 3.5k 343.40
Morgan Stanley Common Stock (MS) 0.1 $1.2M 14k 87.80
Ishares S&p 500 Val Etf Etf (IVE) 0.1 $1.2M 7.8k 151.75
Diageo Common Stock (DEO) 0.1 $1.2M 6.5k 182.72
Rockwell Automation Inccom Common Stock (ROK) 0.1 $1.2M 4.0k 293.42
Nextera Energy Inccom Common Stock (NEE) 0.1 $1.1M 15k 77.08
Starbucks Corp Common Stock (SBUX) 0.1 $1.1M 11k 104.13
Vanguard Lg-cp I;etf Etf (VV) 0.1 $1.1M 5.9k 186.81
Vanguard Index Fds Sml Cp Grw Etf Etf (VBK) 0.1 $1.1M 5.0k 216.39
American Electric Power Company Common Stock (AEP) 0.1 $1.1M 12k 90.99
Disneywaltcocom Common Stock (DIS) 0.1 $1.1M 11k 100.13
Eog Resources Common Stock (EOG) 0.1 $1.1M 9.3k 114.63
At&tinccom Common Stock (T) 0.1 $1.1M 55k 19.25
Ishares Tr 1 3 Yr Treas Bd Etf (SHY) 0.1 $1.1M 13k 82.16
Parker-hannifin Corpcom Common Stock (PH) 0.1 $1.1M 3.1k 336.10
Republicsvcsinccom Common Stock (RSG) 0.1 $1.0M 7.7k 135.71
Ishares Rus 2000 Grw Etf Etf (IWO) 0.1 $1.0M 4.6k 226.83
Verizon Communicationsinccom Common Stock (VZ) 0.1 $1.0M 26k 38.89
Mastercard Incorporatedcl A Common Stock (MA) 0.1 $1.0M 2.8k 363.42
Wolfspeed Common Stock (WOLF) 0.1 $989k 15k 64.95
Ishares Rus 1000 Etf Etf (IWB) 0.1 $963k 4.3k 225.23
Discover Financial Services Common Stock (DFS) 0.1 $958k 9.7k 98.83
Ishares:brd Usd Hy Cp Bd Etf (USHY) 0.1 $912k 26k 35.55
Spdrsertrs&p Divid Etf Etf (SDY) 0.1 $910k 7.4k 123.71
Intelcorpcom Common Stock (INTC) 0.1 $908k 28k 32.67
Abbott Labs Common Stock (ABT) 0.1 $899k 8.9k 101.26
Verisk Analytics Common Stock (VRSK) 0.1 $898k 4.7k 191.85
Church & Dwight Common Stock (CHD) 0.1 $886k 10k 88.41
Ishares Tr Msci Usa Min Vol Etf (USMV) 0.1 $849k 12k 72.74
Bank Of America Corporation Common Stock (BAC) 0.1 $843k 30k 28.60
Lowes Cos Inccom Common Stock (LOW) 0.1 $840k 4.2k 199.99
Desktop Metal Common Stock (DM) 0.1 $832k 362k 2.30
High Yield Etf Etf 0.1 $821k 31k 26.36
Nike Common Stock (NKE) 0.1 $817k 6.6k 122.96
American Tower Corp Common Stock (AMT) 0.1 $805k 3.9k 204.32
Boston Scientific Corporation Common Stock (BSX) 0.1 $794k 16k 50.03
Lauder Estee Cos Inccl A Common Stock (EL) 0.1 $781k 3.2k 246.48
Proshares Tr S&p 500 Dv Arist Etf (NOBL) 0.1 $765k 8.4k 91.24
Dollargencorpnewcom Common Stock (DG) 0.1 $759k 3.6k 210.43
Sherwin Williams Cocom Common Stock (SHW) 0.1 $757k 3.4k 224.79
Green Plains Common Stock (GPRE) 0.1 $741k 24k 30.99
Bristol-myers Squibb Company Common Stock (BMY) 0.1 $738k 11k 69.31
Uber Technologies Common Stock (UBER) 0.1 $737k 23k 31.70
Sel Sector:h Care Spdr Etf (XLV) 0.1 $717k 5.5k 129.46
Lockheed Martin Corpcom Common Stock (LMT) 0.1 $716k 1.5k 472.73
Appliedmatlsinccom Common Stock (AMAT) 0.1 $715k 5.8k 122.82
Schwab Strategic Tr Us Mid-cap Etf Etf (SCHM) 0.1 $704k 10k 67.85
Duke Energy Corporation Common Stock (DUK) 0.1 $702k 7.3k 96.48
Isharestrmsci Intl Multft Etf (INTF) 0.1 $700k 26k 26.49
Chevron Corp Common Stock (CVX) 0.1 $695k 4.3k 163.14
Ishares Tr 0-5yr Invt Gr Cp Etf (SLQD) 0.1 $665k 14k 48.48
Palo Alto Networks Common Stock (PANW) 0.1 $663k 3.3k 199.75
Delta Air Lines Common Stock (DAL) 0.1 $655k 19k 34.92
Ishares Rus Md Cp Gr Etf Etf (IWP) 0.1 $649k 7.1k 91.05
S&p Global Common Stock (SPGI) 0.1 $646k 1.9k 344.86
Hexcelcorpnewcom Common Stock (HXL) 0.1 $629k 9.2k 68.25
Frst Tr:water Etf (FIW) 0.1 $616k 7.4k 83.63
Merck & Co Inccom Common Stock (MRK) 0.1 $603k 5.6k 107.11
Alps Etf Gr Oshares Us Quality Div Etf (OUSA) 0.1 $588k 14k 42.15
Firsttrexchange-tradedfddjinterntidx Etf (FDN) 0.1 $582k 3.9k 147.85
Intuitive Surgical Common Stock (ISRG) 0.1 $575k 2.3k 255.47
Spdr Ser Tr S&p Oilgas Exp Etf (XOP) 0.0 $566k 4.4k 127.60
Philip Morrisintlinccom Common Stock (PM) 0.0 $562k 5.7k 98.38
Ishares Rus Mdcp Val Etf Etf (IWS) 0.0 $552k 5.2k 106.19
Netflix Inccom Common Stock (NFLX) 0.0 $533k 1.5k 345.48
Select Sector Spdr Tr Rl Est Sel Sec Etf (XLRE) 0.0 $532k 14k 37.38
Mondelez International Common Stock (MDLZ) 0.0 $530k 7.5k 70.49
Vaneckvectorsetftrjp Morgan Mkts Etf (EMLC) 0.0 $527k 21k 25.25
Pepsico Inccom Common Stock (PEP) 0.0 $526k 2.9k 182.31
Booking Holdings Common Stock (BKNG) 0.0 $510k 192.00 2654.40
Astrazeneca Common Stock (AZN) 0.0 $499k 7.2k 69.41
Altria Group Common Stock (MO) 0.0 $483k 11k 45.49
Ishares Tr Shrt Nat Mun Etf Etf (SUB) 0.0 $481k 4.6k 104.68
Intercontinentalexchangeincom Common Stock (ICE) 0.0 $476k 4.6k 104.29
Spdr S&p 600 Sm Cap Gro Etf (SLYG) 0.0 $466k 6.3k 73.75
First Tr Lrge Cp Core Alpha Etf (FEX) 0.0 $458k 5.7k 80.50
Caterpillarinccom Common Stock (CAT) 0.0 $456k 2.0k 228.88
Conocophillips Common Stock (COP) 0.0 $455k 4.6k 99.80
Spdr Portfolio Sh Tsr Etf (SPTS) 0.0 $451k 15k 29.23
Aramarkcom Common Stock (ARMK) 0.0 $447k 13k 35.80
Dbxetftrxtrackusdhigh Etf (HYLB) 0.0 $446k 13k 34.75
Selectsector Spdr Trsbi Int-inds Etf (XLI) 0.0 $441k 4.4k 101.18
Fidelitynatlinformationsvcom Common Stock (FIS) 0.0 $431k 7.9k 54.33
Vanguardcharlotte Fdsintl Bd Idx Etf Etf (BNDX) 0.0 $429k 8.8k 48.92
Whirlpool Corpcom Common Stock (WHR) 0.0 $428k 3.2k 132.02
Pfizer Inccom Common Stock (PFE) 0.0 $428k 11k 40.80
Vanguard Intl Equity Index F Ftse Smcap Etf Etf (VSS) 0.0 $424k 3.9k 109.23
Schlumberger Ltd Com Stk Common Stock (SLB) 0.0 $423k 8.6k 49.32
Isharestreafe Sml Cp Etf Etf (SCZ) 0.0 $418k 7.0k 59.51
Blackstone Common Stock (BX) 0.0 $417k 4.7k 87.85
Goldmansachsgroupinccom Common Stock (GS) 0.0 $409k 1.2k 327.11
Ishares Tr S&p Sml 600 Gwt Etf (IJT) 0.0 $408k 3.7k 109.94
Asml Holding Nv Ny Registry Common Stock (ASML) 0.0 $395k 580.00 680.50
Qualcomm Incorporated Common Stock (QCOM) 0.0 $387k 3.0k 127.57
Schwab Strategic Trus Lrg Cap Etf Etf (SCHX) 0.0 $387k 8.0k 48.37
Internationalbusinessmachscom Common Stock (IBM) 0.0 $386k 2.9k 131.07
Wisdomtree Trintl Smcap Div Etf (DLS) 0.0 $375k 6.2k 60.94
Walmart Inccom Common Stock (WMT) 0.0 $371k 2.5k 147.98
Everi Holdings Common Stock (EVRI) 0.0 $370k 22k 17.15
Frst Tr Ii:cloudcomp Etf (SKYY) 0.0 $369k 5.5k 66.90
Paypal Hldgs Common Stock (PYPL) 0.0 $352k 4.6k 75.94
Target Corp Common Stock (TGT) 0.0 $343k 2.1k 165.64
Bank New York Mellon Corp Common Stock (BK) 0.0 $341k 7.5k 45.44
Novartis Common Stock (NVS) 0.0 $336k 3.7k 91.99
Freeport-mcmoran Inc Cl B Common Stock (FCX) 0.0 $333k 8.1k 40.91
Prologis Common Stock (PLD) 0.0 $310k 2.5k 124.75
General Dynamics Corp Common Stock (GD) 0.0 $308k 1.4k 228.24
Dow Common Stock (DOW) 0.0 $304k 5.5k 54.82
Wells Fargo & Company Common Stock (WFC) 0.0 $296k 7.9k 37.38
Citigroup Common Stock (C) 0.0 $295k 6.3k 46.89
Targa Resources Corp. Common Stock (TRGP) 0.0 $292k 4.0k 72.95
Ishares Tr Pfd And Incm Sec Etf (PFF) 0.0 $289k 9.3k 31.22
Vanguard Bd Index Fds Short Trm Bond Etf (BSV) 0.0 $286k 3.7k 76.48
Ishares 7-10 Yr Trsy Bd Etf (IEF) 0.0 $286k 2.9k 99.13
Servicenow Common Stock (NOW) 0.0 $281k 605.00 464.86
Spdr S&p 600 Sm Cap Val Etf (SLYV) 0.0 $280k 3.7k 76.18
Sel Sector Spdr Technology Etf (XLK) 0.0 $278k 1.8k 151.01
Jetblue Airways Corporation Common Stock (JBLU) 0.0 $277k 38k 7.28
Cvs Health Corp Common Stock (CVS) 0.0 $269k 3.6k 74.30
Fordmtrcodelcom Common Stock (F) 0.0 $266k 21k 12.60
Deere & Co Common Stock (DE) 0.0 $265k 640.00 414.23
Novo-nordisk A S Common Stock (NVO) 0.0 $258k 1.6k 160.35
Schwab Strategic Tr Us Sml Cap Etf Etf (SCHA) 0.0 $256k 6.1k 41.93
Moody's Corporation Common Stock (MCO) 0.0 $254k 830.00 306.05
Ishares Tr 20 Yr Tr Bd Etf Etf (TLT) 0.0 $251k 2.4k 106.37
Clorox Co Del Common Stock (CLX) 0.0 $250k 1.6k 158.26
Corteva Common Stock (CTVA) 0.0 $244k 4.0k 60.31
Schwab Charles Corp Common Stock (SCHW) 0.0 $241k 4.6k 52.38
Stryker Corporation Common Stock (SYK) 0.0 $239k 833.00 286.29
Schwab Strategic Tr Us Tips Etf Etf (SCHP) 0.0 $238k 4.4k 53.61
Ishares Tr Msci Eafe Etf Etf (EFA) 0.0 $235k 3.3k 71.52
Penn National Gaming Common Stock (PENN) 0.0 $224k 7.6k 29.66
Alibaba Group Holding Common Stock (BABA) 0.0 $224k 2.2k 102.19
Waste Mgmt Common Stock (WM) 0.0 $224k 1.4k 163.15
Vanguard World Fds Energy Etf Etf (VDE) 0.0 $223k 1.9k 114.26
Vanguard World Fds Materials Etf Etf (VAW) 0.0 $222k 1.3k 177.87
General Motors Company Common Stock (GM) 0.0 $222k 6.1k 36.68
Vanguard Specialized Funds Div App Etf Etf (VIG) 0.0 $222k 1.4k 154.02
Ishares Tr Grwt Allocat Etf Etf (AOR) 0.0 $221k 4.4k 50.03
Northrop Grumman Corp Common Stock (NOC) 0.0 $221k 478.00 462.16
Ishares Tr S&p 500 Grwt Etf Etf (IVW) 0.0 $220k 3.4k 63.89
Vanguard World Fds Industrial Etf Etf (VIS) 0.0 $213k 1.1k 190.51
Monster Beverage Corp Common Stock (MNST) 0.0 $212k 3.9k 54.01
Fortinet Common Stock (FTNT) 0.0 $211k 3.2k 66.46
Ansys Common Stock (ANSS) 0.0 $206k 618.00 332.80
Amphenol Corp New Cl A Common Stock (APH) 0.0 $204k 2.5k 82.36
Air Prods & Chems Common Stock (APD) 0.0 $204k 705.00 288.76
Csx Corp Common Stock (CSX) 0.0 $203k 6.8k 29.94
Pnc Finl Svcs Group Common Stock (PNC) 0.0 $203k 1.6k 127.08
Ishares:msci Em Mkts Etf (EEM) 0.0 $201k 5.1k 39.46
Emerson Elec Common Stock (EMR) 0.0 $201k 2.3k 87.12
Warner Bros Discovery Inc Com Ser A Common Stock (WBD) 0.0 $170k 11k 15.10
Lyft Inc Cl A Common Stock (LYFT) 0.0 $163k 18k 9.27
Energy Transfer Unt Common Stock (ET) 0.0 $127k 10k 12.47
Sunworks Common Stock (SUNWQ) 0.0 $20k 14k 1.44
Aquabounty Technologies Common Stock 0.0 $12k 20k 0.59