 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| FI |
+54,840 | +$7,285 | | TMUS |
+5,506 | +$883 | | EXEL |
+33,344 | +$800 | | ICSH |
+10,625 | +$535 | | SHYG |
+10,328 | +$436 | | RSPG |
+4,149 | +$306 | | QCOM |
+1,791 | +$259 | | CBRE |
+2,616 | +$244 | | ITOT |
+2,295 | +$242 | | LPG |
+5,408 | +$237 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| FISV |
-54,721 | -$6,181 | | BSCN |
-35,695 | -$758 | | JMUB |
-13,568 | -$656 | | JMST |
-12,820 | -$647 | | SCHP |
-5,387 | -$272 | | RYE |
-3,761 | -$251 | | SEE |
-7,410 | -$243 | | ISTB |
-4,886 | -$227 | | FDX |
-812 | -$215 | | IGSB |
-4,201 | -$209 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| RMM |
+52,426 | +$779 | | GSK |
+45,874 | +$1,759 | | DGRO |
+44,409 | +$5,310 | | VTIP |
+43,647 | +$2,155 | | MDT |
+15,923 | +$1,470 | | IBND |
+15,029 | +$563 | | SPLG |
+13,438 | +$807 | | UL |
+13,045 | +$511 | | XLF |
+12,214 | +$745 | | CMCSA |
+10,161 | +$253 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| BSCO |
-32,474 | -$633 | | SCHM |
-23,933 | +$364 | | EVN |
-21,659 | -$127 | | FMN |
-19,086 | -$113 | | NZF |
-19,016 | -$161 | | C |
-16,203 | +$1,037 | | NBH |
-15,734 | -$120 | | MMD |
-15,100 | -$222 | | DMB |
-15,019 | -$125 |
Size ($ in 1000's)
At 12/31/2023: $1,179,345
At 09/30/2023: $1,075,647
ProVise Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ProVise Management Group LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, we find all stocks held by ProVise Management Group LLC to be as follows, presented in the
table below with each row detailing each ProVise Management Group LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-ProVise Management Group LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by ProVise Management Group LLC as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (DGRO) |
724,890 |
+44,409 |
$39,014 | | DGRO | 724,890 | +44,409 | $39,014 | | MICROSOFT CORP |
96,558 |
+1,284 |
$36,310 | | MSFT | 96,558 | +1,284 | $36,310 | | VANGUARD SPECIALIZED FUNDS (VIG) |
195,656 |
+62 |
$33,340 | | VIG | 195,656 | +62 | $33,340 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$22,918 | | BRK.B | 61,215 | +1,406 | $21,833 | | BRK.A | 2 | UNCH | $1,085 | | SCHWAB STRATEGIC TR |
275,427 |
-5,137 |
$22,849 | | SCHG | 275,427 | -5,137 | $22,849 | | VANGUARD INDEX FDS (VO) |
95,583 |
+411 |
$22,236 | | VO | 95,583 | +411 | $22,236 | | AMAZON COM INC |
145,926 |
+1,778 |
$22,172 | | AMZN | 145,926 | +1,778 | $22,172 | | ALPHABET INC |
155,123 |
+5,050 |
$21,861 | | GOOG | 155,123 | +5,050 | $21,861 | | JPMORGAN CHASE & CO |
122,148 |
+1,698 |
$20,777 | | JPM | 122,148 | +1,698 | $20,777 | | VANGUARD MALVERN FDS (VTIP) |
436,983 |
+43,647 |
$20,752 | | VTIP | 436,983 | +43,647 | $20,752 | | SPDR SER TR (SDY) |
165,949 |
-9,206 |
$20,739 | | SDY | 165,949 | -9,206 | $20,739 | | SPDR INDEX SHS FDS (SPDW) |
601,993 |
+3,871 |
$20,474 | | SPDW | 601,993 | +3,871 | $20,474 | | APPLE INC |
105,133 |
-135 |
$20,241 | | AAPL | 105,133 | -135 | $20,241 | | ISHARES TR (IGIB) |
386,787 |
+5,723 |
$20,113 | | IGIB | 386,787 | +5,723 | $20,113 | | SCHWAB STRATEGIC TR |
259,651 |
-23,933 |
$19,557 | | SCHM | 259,651 | -23,933 | $19,557 | | COMCAST CORP NEW |
404,082 |
+10,161 |
$17,719 | | CMCSA | 404,082 | +10,161 | $17,719 | | VANGUARD WORLD FD (MGC) |
98,736 |
-1,710 |
$16,714 | | MGC | 98,736 | -1,710 | $16,714 | | ISHARES TR (IJR) |
153,654 |
+342 |
$16,633 | | IJR | 153,654 | +342 | $16,633 | | WELLS FARGO CO NEW |
337,317 |
+4,949 |
$16,603 | | WFC | 337,317 | +4,949 | $16,603 | | PHILIP MORRIS INTL INC |
153,826 |
+4,122 |
$14,472 | | PM | 153,826 | +4,122 | $14,472 | | ISHARES TR (STIP) |
145,778 |
-10,443 |
$14,372 | | STIP | 145,778 | -10,443 | $14,372 | | ISHARES TR (IWY) |
76,788 |
+664 |
$13,455 | | IWY | 76,788 | +664 | $13,455 | | VISA INC |
51,500 |
-35 |
$13,408 | | V | 51,500 | -35 | $13,408 | | SCHWAB STRATEGIC TR |
190,479 |
-13,174 |
$13,353 | | SCHV | 190,479 | -13,174 | $13,353 | | NOVARTIS AG |
124,316 |
+4,123 |
$12,552 | | NVS | 124,316 | +4,123 | $12,552 | | EXXON MOBIL CORP |
124,624 |
+3,218 |
$12,460 | | XOM | 124,624 | +3,218 | $12,460 | | ANALOG DEVICES INC |
61,632 |
+3,015 |
$12,238 | | ADI | 61,632 | +3,015 | $12,238 | | ALPHABET INC |
83,359 |
-1,056 |
$11,644 | | GOOGL | 83,359 | -1,056 | $11,644 | | ORACLE CORP |
109,645 |
+1,926 |
$11,560 | | ORCL | 109,645 | +1,926 | $11,560 | | CVS HEALTH CORP |
140,339 |
+4,964 |
$11,081 | | CVS | 140,339 | +4,964 | $11,081 | | VANGUARD INDEX FDS (VOE) |
75,654 |
+812 |
$10,971 | | VOE | 75,654 | +812 | $10,971 | | BOOKING HOLDINGS INC |
2,955 |
+105 |
$10,482 | | BKNG | 2,955 | +105 | $10,482 | | LOCKHEED MARTIN CORP |
22,883 |
+960 |
$10,371 | | LMT | 22,883 | +960 | $10,371 | | BLACKROCK INC |
12,711 |
-318 |
$10,319 | | BLK | 12,711 | -318 | $10,319 | | SCHWAB STRATEGIC TR |
134,917 |
-4,857 |
$10,271 | | SCHD | 134,917 | -4,857 | $10,271 | | J P MORGAN EXCHANGE TRADED F (JPST) |
201,417 |
+455 |
$10,117 | | JPST | 201,417 | +455 | $10,117 | | SCHWAB CHARLES CORP |
136,285 |
-7,901 |
$9,376 | | SCHW | 136,285 | -7,901 | $9,376 | | SCHWAB STRATEGIC TR |
164,546 |
+1,386 |
$9,280 | | SCHX | 164,546 | +1,386 | $9,280 | | ELEVANCE HEALTH INC |
18,964 |
+2,195 |
$8,943 | | ELV | 18,964 | +2,195 | $8,943 | | BECTON DICKINSON & CO |
35,365 |
+467 |
$8,623 | | BDX | 35,365 | +467 | $8,623 | | CITIGROUP INC |
165,237 |
-16,203 |
$8,500 | | C | 165,237 | -16,203 | $8,500 | | SANOFI |
161,032 |
+8,554 |
$8,008 | | SNY | 161,032 | +8,554 | $8,008 | | ISHARES TR (EFAV) |
112,585 |
-5,434 |
$7,807 | | EFAV | 112,585 | -5,434 | $7,807 | | SPDR SER TR (KBE) |
169,286 |
+713 |
$7,791 | | KBE | 169,286 | +713 | $7,791 | | ENBRIDGE INC |
212,957 |
+4,502 |
$7,671 | | ENB | 212,957 | +4,502 | $7,671 | | FISERV INC |
54,840 |
+54,840 |
$7,285 | | FI | 54,840 | +54,840 | $7,285 | | SELECT SECTOR SPDR TR (XLK) |
37,495 |
+2,025 |
$7,217 | | XLK | 37,495 | +2,025 | $7,217 | | SPDR SER TR (SPHY) |
307,213 |
-3,734 |
$7,183 | | SPHY | 307,213 | -3,734 | $7,183 | | GENERAL DYNAMICS CORP |
27,088 |
+957 |
$7,034 | | GD | 27,088 | +957 | $7,034 | | UNILEVER PLC |
144,539 |
+13,045 |
$7,007 | | UL | 144,539 | +13,045 | $7,007 | | CHEVRON CORP NEW |
46,664 |
+2,166 |
$6,960 | | CVX | 46,664 | +2,166 | $6,960 | | OMNICOM GROUP INC |
79,239 |
+4,409 |
$6,855 | | OMC | 79,239 | +4,409 | $6,855 | | COCA COLA CO |
113,106 |
+1,379 |
$6,665 | | KO | 113,106 | +1,379 | $6,665 | | DIMENSIONAL ETF TRUST (DFUS) |
124,689 |
-1,017 |
$6,463 | | DFUS | 124,689 | -1,017 | $6,463 | | AMGEN INC |
21,432 |
-381 |
$6,173 | | AMGN | 21,432 | -381 | $6,173 | | BLACKSTONE INC |
46,412 |
-100 |
$6,076 | | BX | 46,412 | -100 | $6,076 | | SCHWAB STRATEGIC TR |
126,614 |
-2,543 |
$5,981 | | SCHA | 126,614 | -2,543 | $5,981 | | MCKESSON CORP |
12,823 |
-154 |
$5,937 | | MCK | 12,823 | -154 | $5,937 | | DUKE ENERGY CORP NEW |
59,968 |
+518 |
$5,819 | | DUK | 59,968 | +518 | $5,819 | | STARBUCKS CORP |
58,994 |
+621 |
$5,664 | | SBUX | 58,994 | +621 | $5,664 | | VANGUARD INDEX FDS (VOO) |
12,633 |
+1,225 |
$5,518 | | VOO | 12,633 | +1,225 | $5,518 | | ISHARES TR (IJH) |
19,664 |
-432 |
$5,450 | | IJH | 19,664 | -432 | $5,450 | | PLAINS GP HLDGS L P |
334,052 |
+468 |
$5,328 | | PAGP | 334,052 | +468 | $5,328 | | VANECK ETF TRUST (SMH) |
30,066 |
+1,737 |
$5,258 | | SMH | 30,066 | +1,737 | $5,258 | | AIR PRODS & CHEMS INC |
19,201 |
-131 |
$5,257 | | APD | 19,201 | -131 | $5,257 | | SCHWAB STRATEGIC TR |
109,601 |
+4,888 |
$5,110 | | SCHZ | 109,601 | +4,888 | $5,110 | | INVESCO QQQ TR |
12,404 |
+254 |
$5,080 | | QQQ | 12,404 | +254 | $5,080 | | BANK NEW YORK MELLON CORP |
96,899 |
+2,157 |
$5,044 | | BK | 96,899 | +2,157 | $5,044 | | CONOCOPHILLIPS |
43,412 |
+3,233 |
$5,039 | | COP | 43,412 | +3,233 | $5,039 | | EDISON INTL |
69,734 |
+1,382 |
$4,985 | | EIX | 69,734 | +1,382 | $4,985 | | SCHWAB STRATEGIC TR |
87,925 |
+778 |
$4,895 | | SCHB | 87,925 | +778 | $4,895 | | PROCTER AND GAMBLE CO |
32,474 |
-61 |
$4,759 | | PG | 32,474 | -61 | $4,759 | | ENTERPRISE PRODS PARTNERS L |
179,727 |
-759 |
$4,736 | | EPD | 179,727 | -759 | $4,736 | | RTX CORPORATION |
56,290 |
+2,872 |
$4,736 | | RTX | 56,290 | +2,872 | $4,736 | | CARMAX INC |
60,031 |
+1,330 |
$4,607 | | KMX | 60,031 | +1,330 | $4,607 | | MEDTRONIC PLC |
55,214 |
+15,923 |
$4,549 | | MDT | 55,214 | +15,923 | $4,549 | | FIDELITY NATL INFORMATION SV |
75,002 |
-129 |
$4,505 | | FIS | 75,002 | -129 | $4,505 | | SELECT SECTOR SPDR TR (XLI) |
38,947 |
-300 |
$4,440 | | XLI | 38,947 | -300 | $4,440 | | GSK PLC |
117,967 |
+45,874 |
$4,372 | | GSK | 117,967 | +45,874 | $4,372 | | EBAY INC. |
100,214 |
+5,969 |
$4,371 | | EBAY | 100,214 | +5,969 | $4,371 | | WPP PLC NEW |
90,892 |
-11,854 |
$4,324 | | WPP | 90,892 | -11,854 | $4,324 | | INVESCO EXCHANGE TRADED FD T (XMMO) |
45,200 |
+310 |
$4,059 | | XMMO | 45,200 | +310 | $4,059 | | ISHARES TR (IWF) |
13,337 |
-259 |
$4,043 | | IWF | 13,337 | -259 | $4,043 | | INVESCO EXCH TRD SLF IDX FD |
194,505 |
-4,646 |
$3,979 | | BSCP | 194,505 | -4,646 | $3,979 | | VERIZON COMMUNICATIONS INC |
105,160 |
-8,818 |
$3,965 | | VZ | 105,160 | -8,818 | $3,965 | | COLGATE PALMOLIVE CO |
49,496 |
-1,492 |
$3,945 | | CL | 49,496 | -1,492 | $3,945 | | AMERICAN EXPRESS CO |
20,702 |
+591 |
$3,878 | | AXP | 20,702 | +591 | $3,878 | | PFIZER INC |
130,479 |
-5,116 |
$3,756 | | PFE | 130,479 | -5,116 | $3,756 | | INVESCO EXCH TRD SLF IDX FD |
178,835 |
-32,474 |
$3,735 | | BSCO | 178,835 | -32,474 | $3,735 | | SPDR INDEX SHS FDS (SPEM) |
105,206 |
-2,151 |
$3,725 | | SPEM | 105,206 | -2,151 | $3,725 | | VALLEY NATL BANCORP |
328,116 |
UNCH |
$3,563 | | VLY | 328,116 | UNCH | $3,563 | | INVESCO EXCH TRADED FD TR II (XSLV) |
80,379 |
-223 |
$3,549 | | XSLV | 80,379 | -223 | $3,549 | | PEPSICO INC |
20,884 |
-5,855 |
$3,547 | | PEP | 20,884 | -5,855 | $3,547 | | SCHWAB STRATEGIC TR |
95,190 |
+334 |
$3,518 | | SCHF | 95,190 | +334 | $3,518 | | VANGUARD INDEX FDS (VTI) |
14,189 |
+232 |
$3,366 | | VTI | 14,189 | +232 | $3,366 | | INVESCO EXCH TRD SLF IDX FD |
169,861 |
-646 |
$3,278 | | BSCQ | 169,861 | -646 | $3,278 | | BANK AMERICA CORP |
92,481 |
-1,114 |
$3,114 | | BAC | 92,481 | -1,114 | $3,114 | | SCHWAB STRATEGIC TR |
55,095 |
-3,978 |
$3,050 | | FNDA | 55,095 | -3,978 | $3,050 | | WISDOMTREE TR |
64,135 |
-4,922 |
$3,036 | | SHAG | 64,135 | -4,922 | $3,036 | | ABBVIE INC |
19,569 |
-59 |
$3,033 | | ABBV | 19,569 | -59 | $3,033 | | SCHWAB STRATEGIC TR |
122,980 |
-14,187 |
$3,024 | | SCHY | 122,980 | -14,187 | $3,024 | | SELECT SECTOR SPDR TR (XLF) |
76,700 |
+12,214 |
$2,884 | | XLF | 76,700 | +12,214 | $2,884 | | UNITED PARCEL SERVICE INC |
17,886 |
+4,339 |
$2,812 | | UPS | 17,886 | +4,339 | $2,812 | | MASTERCARD INCORPORATED |
6,579 |
+92 |
$2,806 | | MA | 6,579 | +92 | $2,806 | | LAMAR ADVERTISING CO NEW |
26,142 |
+955 |
$2,778 | | LAMR | 26,142 | +955 | $2,778 | | UNITEDHEALTH GROUP INC |
5,256 |
+155 |
$2,767 | | UNH | 5,256 | +155 | $2,767 | | VANGUARD INDEX FDS (VUG) |
8,874 |
+980 |
$2,759 | | VUG | 8,874 | +980 | $2,759 | | ISHARES TR (IJK) |
34,638 |
+1,042 |
$2,744 | | IJK | 34,638 | +1,042 | $2,744 | | INVESCO EXCH TRADED FD TR II (KBWB) |
52,850 |
-1,589 |
$2,600 | | KBWB | 52,850 | -1,589 | $2,600 | | VANECK MERK GOLD TR |
128,639 |
+2,306 |
$2,568 | | OUNZ | 128,639 | +2,306 | $2,568 | | JOHNSON & JOHNSON |
16,134 |
-7,711 |
$2,529 | | JNJ | 16,134 | -7,711 | $2,529 | | JANUS DETROIT STR TR |
52,207 |
+5,755 |
$2,523 | | VNLA | 52,207 | +5,755 | $2,523 | | SPIRIT RLTY CAP INC NEW |
57,524 |
-10,690 |
$2,513 | | SRC | 57,524 | -10,690 | $2,513 | | MCDONALDS CORP |
8,468 |
+1 |
$2,511 | | MCD | 8,468 | +1 | $2,511 | | META PLATFORMS INC |
6,940 |
-15 |
$2,456 | | META | 6,940 | -15 | $2,456 | | GENUINE PARTS CO |
17,706 |
+1,511 |
$2,452 | | GPC | 17,706 | +1,511 | $2,452 | | SPDR S&P 500 ETF TR (SPY) |
4,877 |
+133 |
$2,318 | | SPY | 4,877 | +133 | $2,318 | | ALTRIA GROUP INC |
56,948 |
-950 |
$2,297 | | MO | 56,948 | -950 | $2,297 | | INVESCO EXCHANGE TRADED FD T (RSP) |
14,100 |
+1,782 |
$2,225 | | RSP | 14,100 | +1,782 | $2,225 | | INVESCO EXCH TRADED FD TR II (XMLV) |
41,773 |
+72 |
$2,221 | | XMLV | 41,773 | +72 | $2,221 | | ISHARES TR (IVV) |
4,571 |
-69 |
$2,183 | | IVV | 4,571 | -69 | $2,183 | | INVESCO EXCH TRADED FD TR II (QQQM) |
12,739 |
+2,808 |
$2,147 | | QQQM | 12,739 | +2,808 | $2,147 | | ISHARES TR (EFA) |
27,811 |
-532 |
$2,096 | | EFA | 27,811 | -532 | $2,096 | | VANGUARD SCOTTSDALE FDS (VCSH) |
26,158 |
-222 |
$2,024 | | VCSH | 26,158 | -222 | $2,024 | | VANGUARD INDEX FDS (VOT) |
9,078 |
-266 |
$1,993 | | VOT | 9,078 | -266 | $1,993 | | VANGUARD ADMIRAL FDS INC (VIOG) |
18,168 |
+162 |
$1,955 | | VIOG | 18,168 | +162 | $1,955 | | CENCORA INC |
10,827 |
+1,514 |
$1,949 | | ABC | 10,827 | +1,514 | $1,949 | | SELECT SECTOR SPDR TR (XLV) |
14,115 |
+148 |
$1,925 | | XLV | 14,115 | +148 | $1,925 | | ISHARES TR (HDV) |
18,704 |
-893 |
$1,908 | | HDV | 18,704 | -893 | $1,908 | | VANGUARD INDEX FDS (VBR) |
10,286 |
+1 |
$1,851 | | VBR | 10,286 | +1 | $1,851 | | RIVERNORTH MANAGED DUR MUN I |
129,681 |
+52,426 |
$1,839 | | RMM | 129,681 | +52,426 | $1,839 | | INVESCO EXCH TRD SLF IDX FD |
94,366 |
+504 |
$1,836 | | BSCR | 94,366 | +504 | $1,836 | | SPDR SER TR (JNK) |
19,093 |
-192 |
$1,809 | | JNK | 19,093 | -192 | $1,809 | | GILEAD SCIENCES INC |
21,831 |
+3,347 |
$1,769 | | GILD | 21,831 | +3,347 | $1,769 | | VANGUARD BD INDEX FDS (BSV) |
22,617 |
-1,483 |
$1,742 | | BSV | 22,617 | -1,483 | $1,742 | | HOME DEPOT INC |
4,981 |
-25 |
$1,726 | | HD | 4,981 | -25 | $1,726 | | ISHARES TR (IVE) |
9,743 |
+2,139 |
$1,694 | | IVE | 9,743 | +2,139 | $1,694 | | SPDR SER TR (IBND) |
55,407 |
+15,029 |
$1,658 | | IBND | 55,407 | +15,029 | $1,658 | | ISHARES TR (MUB) |
14,833 |
-7,580 |
$1,608 | | MUB | 14,833 | -7,580 | $1,608 | | SALESFORCE INC |
6,076 |
-123 |
$1,599 | | CRM | 6,076 | -123 | $1,599 | | NVIDIA CORPORATION |
3,139 |
+182 |
$1,554 | | NVDA | 3,139 | +182 | $1,554 | | ISHARES TR (IVW) |
20,408 |
+2,263 |
$1,533 | | IVW | 20,408 | +2,263 | $1,533 | | PGIM ETF TR (PULS) |
30,937 |
+3,451 |
$1,528 | | PULS | 30,937 | +3,451 | $1,528 | | MERCK & CO INC |
13,514 |
+199 |
$1,473 | | MRK | 13,514 | +199 | $1,473 | | INVESCO BD FD |
95,952 |
+1,075 |
$1,459 | | VBF | 95,952 | +1,075 | $1,459 | | SELECT SECTOR SPDR TR (XLB) |
17,010 |
+2,406 |
$1,455 | | XLB | 17,010 | +2,406 | $1,455 | | TEXAS INSTRS INC |
8,473 |
-59 |
$1,444 | | TXN | 8,473 | -59 | $1,444 | | CISCO SYS INC |
28,448 |
+1,465 |
$1,437 | | CSCO | 28,448 | +1,465 | $1,437 | | SPROUTS FMRS MKT INC |
29,577 |
+110 |
$1,423 | | SFM | 29,577 | +110 | $1,423 | | BLACKROCK CORE BD TR |
124,342 |
-5,658 |
$1,357 | | BHK | 124,342 | -5,658 | $1,357 | | TRAVELERS COMPANIES INC |
7,071 |
-84 |
$1,347 | | TRV | 7,071 | -84 | $1,347 | | SELECT SECTOR SPDR TR (XLY) |
7,475 |
+1,909 |
$1,337 | | XLY | 7,475 | +1,909 | $1,337 | | WESTERN ASSET PREMIER BD FD |
123,599 |
-9,386 |
$1,335 | | WEA | 123,599 | -9,386 | $1,335 | | VANGUARD INTL EQUITY INDEX F (VEU) |
23,487 |
+590 |
$1,319 | | VEU | 23,487 | +590 | $1,319 | | SPDR SER TR (SPLG) |
23,384 |
+13,438 |
$1,307 | | SPLG | 23,384 | +13,438 | $1,307 | | REGENERON PHARMACEUTICALS |
1,486 |
+47 |
$1,305 | | REGN | 1,486 | +47 | $1,305 | | WELLTOWER INC |
14,298 |
-250 |
$1,289 | | WELL | 14,298 | -250 | $1,289 | | MSCI INC |
2,264 |
UNCH |
$1,281 | | MSCI | 2,264 | UNCH | $1,281 | | WISDOMTREE TR |
25,628 |
+1,605 |
$1,279 | | DGS | 25,628 | +1,605 | $1,279 | | WALMART INC |
7,705 |
-282 |
$1,215 | | WMT | 7,705 | -282 | $1,215 | | TRUIST FINL CORP |
32,399 |
-190 |
$1,196 | | TFC | 32,399 | -190 | $1,196 | | VALERO ENERGY CORP |
9,114 |
UNCH |
$1,185 | | VLO | 9,114 | UNCH | $1,185 | | ISHARES TR (TLH) |
10,759 |
-3,618 |
$1,165 | | TLH | 10,759 | -3,618 | $1,165 | | INTEL CORP |
22,834 |
-1,873 |
$1,147 | | INTC | 22,834 | -1,873 | $1,147 | | TESLA INC |
4,576 |
-4 |
$1,137 | | TSLA | 4,576 | -4 | $1,137 | | DIMENSIONAL ETF TRUST (DFAC) |
38,411 |
+119 |
$1,123 | | DFAC | 38,411 | +119 | $1,123 | | ISHARES TR (USMV) |
14,364 |
+764 |
$1,121 | | USMV | 14,364 | +764 | $1,121 | | ISHARES TR (ITA) |
8,405 |
+48 |
$1,064 | | ITA | 8,405 | +48 | $1,064 | | WISDOMTREE TR |
20,118 |
-23 |
$1,056 | | DWM | 20,118 | -23 | $1,056 | | EMERSON ELEC CO |
10,650 |
UNCH |
$1,037 | | EMR | 10,650 | UNCH | $1,037 | | KKR & CO INC |
12,479 |
UNCH |
$1,034 | | KKR | 12,479 | UNCH | $1,034 | | VANECK ETF TRUST (MOAT) |
11,996 |
-728 |
$1,018 | | MOAT | 11,996 | -728 | $1,018 | | INTERNATIONAL BUSINESS MACHS |
6,013 |
-471 |
$983 | | IBM | 6,013 | -471 | $983 | | LOWES COS INC |
4,338 |
-199 |
$965 | | LOW | 4,338 | -199 | $965 | | OREILLY AUTOMOTIVE INC |
1,015 |
UNCH |
$964 | | ORLY | 1,015 | UNCH | $964 | | MAINSTAY MACKAY DEFINEDTERM |
57,830 |
-15,100 |
$940 | | MMD | 57,830 | -15,100 | $940 | | INVESCO EXCH TRADED FD TR II (PZA) |
36,934 |
-1,767 |
$893 | | PZA | 36,934 | -1,767 | $893 | | T MOBILE US INC |
5,506 |
+5,506 |
$883 | | TMUS | 5,506 | +5,506 | $883 | | VANGUARD SCOTTSDALE FDS (VCIT) |
10,827 |
+1,051 |
$880 | | VCIT | 10,827 | +1,051 | $880 | | GENERAL MLS INC |
13,457 |
-2,369 |
$877 | | GIS | 13,457 | -2,369 | $877 | | ELI LILLY & CO |
1,488 |
+70 |
$867 | | LLY | 1,488 | +70 | $867 | | VANGUARD STAR FDS (VXUS) |
14,794 |
UNCH |
$857 | | VXUS | 14,794 | UNCH | $857 | | ISHARES TR (IBB) |
6,301 |
-21 |
$856 | | IBB | 6,301 | -21 | $856 | | ISHARES TR (TIP) |
7,795 |
-6,824 |
$838 | | TIP | 7,795 | -6,824 | $838 | | VANGUARD MUN BD FDS (VTEB) |
16,080 |
-10,339 |
$821 | | VTEB | 16,080 | -10,339 | $821 | | MONDELEZ INTL INC |
11,172 |
UNCH |
$809 | | MDLZ | 11,172 | UNCH | $809 | | VANGUARD WHITEHALL FDS (VYM) |
7,243 |
-1,246 |
$809 | | VYM | 7,243 | -1,246 | $809 | | EXELIXIS INC |
33,344 |
+33,344 |
$800 | | EXEL | 33,344 | +33,344 | $800 | | VANGUARD INDEX FDS (VBK) |
3,227 |
UNCH |
$780 | | VBK | 3,227 | UNCH | $780 | | BRISTOL MYERS SQUIBB CO |
14,622 |
-347 |
$750 | | BMY | 14,622 | -347 | $750 | | EATON VANCE MUNI INCOME TRUS |
71,549 |
-21,659 |
$703 | | EVN | 71,549 | -21,659 | $703 | | SOUTHERN CO |
9,983 |
-636 |
$700 | | SO | 9,983 | -636 | $700 | | TYLER TECHNOLOGIES INC |
1,657 |
-51 |
$693 | | TYL | 1,657 | -51 | $693 | | BLACKROCK FLOATING RATE INC |
52,980 |
-965 |
$656 | | BGT | 52,980 | -965 | $656 | | BNY MELLON MUN BD INFRASTRUC |
63,094 |
-15,019 |
$650 | | DMB | 63,094 | -15,019 | $650 | | GRACO INC |
7,471 |
-43 |
$648 | | GGG | 7,471 | -43 | $648 | | ISHARES TR (ITB) |
6,367 |
UNCH |
$648 | | ITB | 6,367 | UNCH | $648 | | VANGUARD INDEX FDS (VB) |
2,995 |
-83 |
$639 | | VB | 2,995 | -83 | $639 | | FORTUNE BRANDS INNOVATIONS I |
8,324 |
-34 |
$634 | | FBIN | 8,324 | -34 | $634 | | COMPASS MINERALS INTL INC |
24,803 |
+2,067 |
$628 | | CMP | 24,803 | +2,067 | $628 | | AT&T INC |
37,400 |
-2,672 |
$628 | | T | 37,400 | -2,672 | $628 | | SELECT SECTOR SPDR TR (XLE) |
7,412 |
+284 |
$621 | | XLE | 7,412 | +284 | $621 | | EASTMAN CHEM CO |
6,703 |
-47 |
$602 | | EMN | 6,703 | -47 | $602 | | INTERPUBLIC GROUP COS INC |
18,449 |
UNCH |
$602 | | IPG | 18,449 | UNCH | $602 | | NORDSON CORP |
2,271 |
-11 |
$600 | | NDSN | 2,271 | -11 | $600 | | RPM INTL INC |
5,363 |
-28 |
$599 | | RPM | 5,363 | -28 | $599 | | ISHARES TR (SUSA) |
5,905 |
+333 |
$594 | | SUSA | 5,905 | +333 | $594 | | ISHARES TR (IWM) |
2,923 |
-148 |
$587 | | IWM | 2,923 | -148 | $587 | | SOUTHERN COPPER CORP |
6,549 |
+43 |
$564 | | SCCO | 6,549 | +43 | $564 | | FIRST BANCORP INC ME |
19,880 |
UNCH |
$561 | | FNLC | 19,880 | UNCH | $561 | | INVESCO EXCHANGE TRADED FD T (PGF) |
38,254 |
-21 |
$558 | | PGF | 38,254 | -21 | $558 | | ABBOTT LABS |
4,964 |
+1 |
$546 | | ABT | 4,964 | +1 | $546 | | FEDERATED HERMES PREM MUNI I |
49,714 |
-19,086 |
$546 | | FMN | 49,714 | -19,086 | $546 | | IQVIA HLDGS INC |
2,318 |
-114 |
$536 | | IQV | 2,318 | -114 | $536 | | ISHARES TR (ICSH) |
10,625 |
+10,625 |
$535 | | ICSH | 10,625 | +10,625 | $535 | | BLACKROCK MUNIHOLDINGS FD IN |
44,857 |
-5,737 |
$534 | | MHD | 44,857 | -5,737 | $534 | | VANGUARD BD INDEX FDS (BND) |
7,172 |
-2,088 |
$528 | | BND | 7,172 | -2,088 | $528 | | PACER FDS TR |
10,041 |
-1,784 |
$522 | | COWZ | 10,041 | -1,784 | $522 | | SPDR SER TR (XOP) |
3,812 |
-101 |
$522 | | XOP | 3,812 | -101 | $522 | | DISNEY WALT CO |
5,546 |
+379 |
$501 | | DIS | 5,546 | +379 | $501 | | ROCKWELL AUTOMATION INC |
1,600 |
UNCH |
$497 | | ROK | 1,600 | UNCH | $497 | | ISHARES TR (IEF) |
5,124 |
-1,734 |
$494 | | IEF | 5,124 | -1,734 | $494 | | VANGUARD SCOTTSDALE FDS (VGSH) |
8,448 |
-55 |
$493 | | VGSH | 8,448 | -55 | $493 | | SOUTHSTATE CORPORATION |
5,821 |
+5 |
$492 | | SSB | 5,821 | +5 | $492 | | ISHARES TR (IYR) |
5,288 |
-110 |
$483 | | IYR | 5,288 | -110 | $483 | | VANGUARD WORLD FD (MGK) |
1,845 |
UNCH |
$479 | | MGK | 1,845 | UNCH | $479 | | VANGUARD WHITEHALL FDS (VIGI) |
5,918 |
+16 |
$470 | | VIGI | 5,918 | +16 | $470 | | VANGUARD INDEX FDS (VNQ) |
5,277 |
-692 |
$466 | | VNQ | 5,277 | -692 | $466 | | EPAM SYS INC |
1,565 |
-123 |
$465 | | EPAM | 1,565 | -123 | $465 | | ZEBRA TECHNOLOGIES CORPORATI |
1,701 |
-143 |
$465 | | ZBRA | 1,701 | -143 | $465 | | CERIDIAN HCM HLDG INC |
6,824 |
-41 |
$458 | | CDAY | 6,824 | -41 | $458 | | GENERAL MTRS CO |
12,716 |
+5,650 |
$457 | | GM | 12,716 | +5,650 | $457 | | BLACKROCK FLOATING RATE INCO |
35,807 |
-1,550 |
$453 | | FRA | 35,807 | -1,550 | $453 | | SPDR SER TR (SPAB) |
17,397 |
+3,092 |
$446 | | SPAB | 17,397 | +3,092 | $446 | | DOW INC |
8,015 |
-27 |
$440 | | DOW | 8,015 | -27 | $440 | | SPDR SER TR (SPYG) |
6,759 |
UNCH |
$440 | | SPYG | 6,759 | UNCH | $440 | | SPDR SER TR (MDYV) |
5,961 |
+2,830 |
$437 | | MDYV | 5,961 | +2,830 | $437 | | ISHARES TR (SHYG) |
10,328 |
+10,328 |
$436 | | SHYG | 10,328 | +10,328 | $436 | | ISHARES TR (TLT) |
4,398 |
-719 |
$435 | | TLT | 4,398 | -719 | $435 | | PAYCHEX INC |
3,563 |
UNCH |
$424 | | PAYX | 3,563 | UNCH | $424 | | HONEYWELL INTL INC |
1,996 |
UNCH |
$419 | | HON | 1,996 | UNCH | $419 | | SUPER MICRO COMPUTER INC |
1,470 |
+60 |
$418 | | SMCI | 1,470 | +60 | $418 | | APOLLO GLOBAL MGMT INC |
4,443 |
-60 |
$414 | | APO | 4,443 | -60 | $414 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
6,919 |
-356 |
$413 | | FTSM | 6,919 | -356 | $413 | | BOEING CO |
1,564 |
+114 |
$408 | | BA | 1,564 | +114 | $408 | | SPDR GOLD TR (GLD) |
2,123 |
-75 |
$406 | | GLD | 2,123 | -75 | $406 | | ISHARES TR (HYG) |
5,185 |
+22 |
$401 | | HYG | 5,185 | +22 | $401 | | SIMULATIONS PLUS INC |
8,971 |
-12,699 |
$401 | | SLP | 8,971 | -12,699 | $401 | | ISHARES TR (DVY) |
3,365 |
-40 |
$394 | | DVY | 3,365 | -40 | $394 | | CAPITAL ONE FINL CORP |
2,950 |
UNCH |
$387 | | COF | 2,950 | UNCH | $387 | | VANGUARD TAX MANAGED FDS (VEA) |
8,040 |
+2,724 |
$385 | | VEA | 8,040 | +2,724 | $385 | | PROSHARES TR (NOBL) |
4,035 |
-327 |
$384 | | NOBL | 4,035 | -327 | $384 | | CENTENE CORP DEL |
5,164 |
UNCH |
$383 | | CNC | 5,164 | UNCH | $383 | | TRINITY INDS INC |
14,250 |
-11,250 |
$379 | | TRN | 14,250 | -11,250 | $379 | | EOG RES INC |
3,123 |
UNCH |
$378 | | EOG | 3,123 | UNCH | $378 | | NOVO NORDISK A S |
3,622 |
+26 |
$375 | | NVO | 3,622 | +26 | $375 | | ISHARES TR (FLOT) |
7,317 |
+2,825 |
$370 | | FLOT | 7,317 | +2,825 | $370 | | ISHARES TR (SOXX) |
638 |
-8 |
$368 | | SOXX | 638 | -8 | $368 | | VANGUARD WORLD FDS (VIS) |
1,667 |
-15 |
$367 | | VIS | 1,667 | -15 | $367 | | SMUCKER J M CO |
2,886 |
-6,010 |
$365 | | SJM | 2,886 | -6,010 | $365 | | 3M CO |
3,332 |
-97 |
$364 | | MMM | 3,332 | -97 | $364 | | ISHARES TR (LQD) |
3,278 |
+2 |
$363 | | LQD | 3,278 | +2 | $363 | | BLACKROCK MUNICIPAL INCOME |
30,809 |
-1,877 |
$359 | | MUI | 30,809 | -1,877 | $359 | | ISHARES INC (EWL) |
7,390 |
-157 |
$357 | | EWL | 7,390 | -157 | $357 | | VANECK ETF TRUST (SLX) |
4,836 |
-641 |
$357 | | SLX | 4,836 | -641 | $357 | | SPDR SER TR (XHB) |
3,725 |
UNCH |
$356 | | XHB | 3,725 | UNCH | $356 | | VANGUARD WORLD FDS (VGT) |
734 |
+55 |
$355 | | VGT | 734 | +55 | $355 | | NUVEEN SELECT TAX FREE INCOM |
23,840 |
+1,000 |
$352 | | NXP | 23,840 | +1,000 | $352 | | DIAGEO PLC |
2,395 |
+6 |
$349 | | DEO | 2,395 | +6 | $349 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
6,760 |
+1,372 |
$349 | | RDVY | 6,760 | +1,372 | $349 | | TRIMBLE INC |
6,438 |
-230 |
$343 | | TRMB | 6,438 | -230 | $343 | | FIRST TR EXCHANGE TRADED FD (EMLP) |
12,219 |
UNCH |
$338 | | EMLP | 12,219 | UNCH | $338 | | ISHARES TR (QUAL) |
2,280 |
-46 |
$335 | | QUAL | 2,280 | -46 | $335 | | INVESCO EXCHANGE TRADED FD T (SPGP) |
3,340 |
+66 |
$327 | | SPGP | 3,340 | +66 | $327 | | SPDR SER TR (XBI) |
3,602 |
-449 |
$322 | | XBI | 3,602 | -449 | $322 | | ISHARES TR (MTUM) |
2,042 |
-80 |
$320 | | MTUM | 2,042 | -80 | $320 | | NUVEEN MUNICIPAL CREDIT INC |
26,711 |
-19,016 |
$316 | | NZF | 26,711 | -19,016 | $316 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
2,455 |
+1 |
$315 | | ICE | 2,455 | +1 | $315 | | INVESCO EXCHANGE TRADED FD T (RSPG) |
4,149 |
+4,149 |
$306 | | RSPG | 4,149 | +4,149 | $306 | | VANGUARD WORLD FDS (VHT) |
1,212 |
+2 |
$304 | | VHT | 1,212 | +2 | $304 | | SELECT SECTOR SPDR TR (XLU) |
4,597 |
-1,226 |
$291 | | XLU | 4,597 | -1,226 | $291 | | ISHARES TR (PFF) |
9,260 |
-1,157 |
$289 | | PFF | 9,260 | -1,157 | $289 | | FREEPORT MCMORAN INC |
6,745 |
+4 |
$287 | | FCX | 6,745 | +4 | $287 | | AMN HEALTHCARE SVCS INC |
3,825 |
-2,093 |
$286 | | AMN | 3,825 | -2,093 | $286 | | INVESCO EXCH TRADED FD TR II (RDIV) |
6,530 |
-657 |
$285 | | RDIV | 6,530 | -657 | $285 | | WISDOMTREE TR |
5,671 |
-7 |
$285 | | USFR | 5,671 | -7 | $285 | | PROGRESSIVE CORP |
1,779 |
+6 |
$283 | | PGR | 1,779 | +6 | $283 | | PALO ALTO NETWORKS INC |
948 |
UNCH |
$280 | | PANW | 948 | UNCH | $280 | | FIRSTENERGY CORP |
7,605 |
-1,286 |
$279 | | FE | 7,605 | -1,286 | $279 | | VANGUARD INTL EQUITY INDEX F (VWO) |
6,664 |
+174 |
$274 | | VWO | 6,664 | +174 | $274 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
539 |
-300 |
$273 | | MDY | 539 | -300 | $273 | | INTUITIVE SURGICAL INC |
801 |
UNCH |
$270 | | ISRG | 801 | UNCH | $270 | | ISHARES TR (IWR) |
3,431 |
+351 |
$267 | | IWR | 3,431 | +351 | $267 | | HANESBRANDS INC |
59,458 |
-14,361 |
$265 | | HBI | 59,458 | -14,361 | $265 | | BP PLC |
7,394 |
UNCH |
$262 | | BP | 7,394 | UNCH | $262 | | CATERPILLAR INC |
884 |
+8 |
$261 | | CAT | 884 | +8 | $261 | | INVESCO EXCH TRADED FD TR II (PHB) |
14,378 |
+1,520 |
$261 | | PHB | 14,378 | +1,520 | $261 | | QUALCOMM INC |
1,791 |
+1,791 |
$259 | | QCOM | 1,791 | +1,791 | $259 | | CBRE GROUP INC |
2,616 |
+2,616 |
$244 | | CBRE | 2,616 | +2,616 | $244 | | ISHARES TR (ITOT) |
2,295 |
+2,295 |
$242 | | ITOT | 2,295 | +2,295 | $242 | | DORIAN LPG LTD |
5,408 |
+5,408 |
$237 | | LPG | 5,408 | +5,408 | $237 | | ISHARES TR (SUB) |
2,225 |
UNCH |
$235 | | SUB | 2,225 | UNCH | $235 | | CROWN CASTLE INC |
2,030 |
+2,030 |
$234 | | CCI | 2,030 | +2,030 | $234 | | REPUBLIC SVCS INC |
1,406 |
UNCH |
$232 | | RSG | 1,406 | UNCH | $232 | | CROWDSTRIKE HLDGS INC |
900 |
+900 |
$230 | | CRWD | 900 | +900 | $230 | | GENERAL ELECTRIC CO |
1,802 |
-139 |
$230 | | GE | 1,802 | -139 | $230 | | STRIDE INC |
3,859 |
+3,859 |
$229 | | LRN | 3,859 | +3,859 | $229 | | SCHWAB STRATEGIC TR |
4,735 |
+2 |
$229 | | SCHO | 4,735 | +2 | $229 | | NEUBERGER BERMAN MUN FD INC |
21,937 |
-15,734 |
$227 | | NBH | 21,937 | -15,734 | $227 | | BLACKROCK CR ALLOCATION INCO |
21,640 |
-2,080 |
$223 | | BTZ | 21,640 | -2,080 | $223 | | LIBERTY BROADBAND CORP |
2,768 |
UNCH |
$223 | | LBRDK | 2,768 | UNCH | $223 | | THERMO FISHER SCIENTIFIC INC |
408 |
UNCH |
$217 | | TMO | 408 | UNCH | $217 | | ONEOK INC NEW |
3,083 |
-8,869 |
$216 | | OKE | 3,083 | -8,869 | $216 | | UBER TECHNOLOGIES INC |
3,505 |
-1,000 |
$216 | | UBER | 3,505 | -1,000 | $216 | | BLACKROCK LTD DURATION INCOM |
15,408 |
-1,707 |
$215 | | BLW | 15,408 | -1,707 | $215 | | CARDINAL HEALTH INC |
2,134 |
+2,134 |
$215 | | CAH | 2,134 | +2,134 | $215 | | INVESCO EXCH TRADED FD TR II (IPKW) |
5,711 |
-99 |
$214 | | IPKW | 5,711 | -99 | $214 | | WISDOMTREE TR |
2,407 |
-10 |
$212 | | DXJ | 2,407 | -10 | $212 | | IDEXX LABS INC |
380 |
+380 |
$211 | | IDXX | 380 | +380 | $211 | | REALTY INCOME CORP |
3,662 |
+3,662 |
$210 | | O | 3,662 | +3,662 | $210 | | SPDR SER TR (XSD) |
921 |
+921 |
$207 | | XSD | 921 | +921 | $207 | | ISHARES TR (IYT) |
786 |
+786 |
$206 | | IYT | 786 | +786 | $206 | | ISHARES TR (AGG) |
2,042 |
-814 |
$203 | | AGG | 2,042 | -814 | $203 | | ISHARES TR (HEFA) |
6,400 |
+6,400 |
$202 | | HEFA | 6,400 | +6,400 | $202 | | ISHARES TR (IEFA) |
2,875 |
+2,875 |
$202 | | IEFA | 2,875 | +2,875 | $202 | | ISHARES TR (IYJ) |
1,760 |
+1,760 |
$201 | | IYJ | 1,760 | +1,760 | $201 | | WARNER BROS DISCOVERY INC |
17,634 |
-241 |
$201 | | WBD | 17,634 | -241 | $201 | | SUNSTONE HOTEL INVS INC NEW |
17,199 |
-112 |
$185 | | SHO | 17,199 | -112 | $185 | | ALLIANCEBERNSTEIN NATL MUN I |
16,388 |
-10,770 |
$178 | | AFB | 16,388 | -10,770 | $178 | | NUVEEN FLOATING RATE INCOME |
18,572 |
-2,664 |
$153 | | JFR | 18,572 | -2,664 | $153 | | EATON VANCE LTD DURATION INC |
15,730 |
-2,700 |
$151 | | EVV | 15,730 | -2,700 | $151 | | BNY MELLON MUN INCOME INC |
22,858 |
-3,625 |
$149 | | DMF | 22,858 | -3,625 | $149 | | F N B CORP |
10,283 |
UNCH |
$142 | | FNB | 10,283 | UNCH | $142 | | HANCOCK JOHN INCOME SECS TR |
12,900 |
-1,000 |
$140 | | JHS | 12,900 | -1,000 | $140 | | BNY MELLON STRATEGIC MUN BD |
24,370 |
-12,070 |
$139 | | DSM | 24,370 | -12,070 | $139 | | WESTERN ASSET INTER MUNI FD |
13,750 |
-12,000 |
$106 | | SBI | 13,750 | -12,000 | $106 | | NU HLDGS LTD |
11,580 |
+1,380 |
$96 | | NU | 11,580 | +1,380 | $96 | | BNY MELLON STRATEGIC MUNS IN |
14,925 |
-2,950 |
$87 | | LEO | 14,925 | -2,950 | $87 | | LLOYDS BANKING GROUP PLC |
32,801 |
UNCH |
$78 | | LYG | 32,801 | UNCH | $78 | | TCW STRATEGIC INCOME FD INC |
15,401 |
UNCH |
$71 | | TSI | 15,401 | UNCH | $71 | | APYX MEDICAL CORPORATION |
13,499 |
+13,499 |
$35 | | APYX | 13,499 | +13,499 | $35 | | BLACKROCK INVT QUALITY MUN T |
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$0 (exited) | | BKN | 0 | -13,735 | $0 | | INVESCO EXCH TRD SLF IDX FD |
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$0 (exited) | | BSCN | 0 | -35,695 | $0 | | ALPHA TAU MEDICAL LTD |
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$0 (exited) | | DRTS | 0 | -35,070 | $0 | | FEDEX CORP |
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$0 (exited) | | FDX | 0 | -812 | $0 | | FISERV INC |
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$0 (exited) | | FISV | 0 | -54,721 | $0 | | ISHARES TR |
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$0 (exited) | | IGSB | 0 | -4,201 | $0 | | ISHARES TR |
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$0 (exited) | | ISTB | 0 | -4,886 | $0 | | J P MORGAN EXCHANGE TRADED F |
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$0 (exited) | | JMST | 0 | -12,820 | $0 | | J P MORGAN EXCHANGE TRADED F |
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$0 (exited) | | JMUB | 0 | -13,568 | $0 | | NUVEEN QUALITY MUNCP INCOME |
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$0 (exited) | | NAD | 0 | -10,141 | $0 | | NUVEEN AMT FREE MUN CR INC F |
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$0 (exited) | | NVG | 0 | -12,402 | $0 | | ODYSSEY MARINE EXPL INC |
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$0 (exited) | | OMEX | 0 | -11,881 | $0 | | INVESCO EXCHANGE TRADED FD T |
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$0 (exited) | | RYE | 0 | -3,761 | $0 | | SCHWAB STRATEGIC TR |
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$0 (exited) | | SCHP | 0 | -5,387 | $0 | | SEALED AIR CORP NEW |
0 |
-7,410 |
$0 (exited) | | SEE | 0 | -7,410 | $0 |
See Summary: ProVise Management Group LLC Top Holdings
See Details: Top 10 Stocks Held By ProVise Management Group LLC
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