Db Wealth Management 13F annual report
Db Wealth Management is an investment fund managing more than $176 billion ran by Michael Donohue. There are currently 267 companies in Mr. Donohue’s portfolio. The largest investments include Spdr Sp and Ishares Msci, together worth $41.2 billion.
Limited to 30 biggest holdings
$176 billion Assets Under Management (AUM)
As of 2nd January 2024, Db Wealth Management’s top holding is 70,521 shares of Spdr Sp currently worth over $28.6 billion and making up 16.3% of the portfolio value.
In addition, the fund holds 162,562 shares of Ishares Msci worth $12.5 billion.
The third-largest holding is Capital Group worth $10.2 billion and the next is Vanguard Total worth $8.96 billion, with 38,668 shares owned.
Currently, Db Wealth Management's portfolio is worth at least $176 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Db Wealth Management
The Db Wealth Management office and employees reside in San Diego, California. According to the last 13-F report filed with the SEC, Michael Donohue serves as the Managing Director & Owner at Db Wealth Management.
Recent trades
In the most recent 13F filing, Db Wealth Management revealed that it had opened a new position in
Spdr Sp and bought 6,852 shares worth $699 million.
The investment fund also strengthened its position in Spdr Sp by buying
52,003 additional shares.
This makes their stake in Spdr Sp total 70,521 shares worth $28.6 billion.
On the other hand, there are companies that Db Wealth Management is getting rid of from its portfolio.
Db Wealth Management closed its position in Invesco Bulletshares on 9th January 2024.
It sold the previously owned 13,082 shares for $278 million.
Michael Donohue also disclosed a decreased stake in Ishares Msci by approximately 0.1%.
This leaves the value of the investment at $12.5 billion and 162,562 shares.
One of the smallest hedge funds
The two most similar investment funds to Db Wealth Management are Pinnacle Il and Insight 2811, Inc. They manage $176 billion and $176 billion respectively.
Michael Donohue investment strategy
Db Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 2.2% of
the total portfolio value.
The fund focuses on investments in the United States as
39.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
34% of the total holdings value.
On the other hand, small-cap stocks make up only 2.2% of the portfolio.
The average market cap of the portfolio companies is close to $136 billion.
The complete list of Db Wealth Management trades based on 13F SEC filings
These positions were updated on January 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Sp |
280.82%
70,521
|
$28,649,671,000 | 16.27% |
| Ishares Msci |
1.68%
162,562
|
$12,503,855,000 | 7.10% |
| Capital Group |
16.88%
340,377
|
$10,156,853,000 | 5.77% |
| Vanguard Total |
44.86%
38,668
|
$8,955,254,000 | 5.09% |
| Ishares Core |
26.60%
91,380
|
$14,402,224,000 | 8.18% |
| Ishares Morningstar |
17.60%
118,868
|
$8,034,531,000 | 4.56% |
| Wisdomtree Defa |
0.29%
92,035
|
$4,832,753,000 | 2.74% |
| First Trust |
23.81%
210,304
|
$11,426,862,000 | 6.49% |
| Invesco Qqq |
21.31%
10,429
|
$4,270,888,000 | 2.43% |
| Invesco Sp |
84.43%
28,680
|
$4,187,177,000 | 2.38% |
| Wisdomtree U S |
10.86%
150,759
|
$5,794,294,000 | 3.29% |
| Ishares Short |
27.54%
28,420
|
$3,129,879,000 | 1.78% |
| Spdr Blackstone |
18.58%
71,016
|
$2,977,703,000 | 1.69% |
| Spdr Bloomberg |
11.16%
55,001
|
$4,872,010,000 | 2.77% |
| Vanguard Growth |
36.28%
8,188
|
$2,545,485,000 | 1.45% |
| Ishares |
21.70%
82,444
|
$3,638,018,000 | 2.07% |
| Apple Inc |
11.62%
12,657
|
$2,436,851,000 | 1.38% |
| Global X |
1.05%
69,104
|
$2,381,333,000 | 1.35% |
| Wisdomtree Floating |
18.73%
45,188
|
$2,270,250,000 | 1.29% |
| Schwab Us |
3.19%
61,939
|
$3,547,574,000 | 2.01% |
| Spdr Dow |
69.44%
4,124
|
$1,554,211,000 | 0.88% |
| Invesco Exchange |
18.84%
30,008
|
$1,798,863,000 | 1.02% |
| Berkshire Hathaway Inc. |
4.64%
3,778
|
$1,347,462,000 | 0.77% |
| Vanguard Mega |
3.67%
14,549
|
$2,497,005,000 | 1.42% |
| Vanguard Dividend |
4.15%
6,995
|
$1,191,947,000 | 0.68% |
| Ishares Russell |
0.20%
12,255
|
$2,025,021,000 | 1.15% |
| Ishares U S |
61.99%
41,915
|
$1,745,779,000 | 0.99% |
| Vanguard High |
9.78%
8,979
|
$1,002,377,000 | 0.57% |
| Vanguard Information |
12.05%
1,636
|
$791,824,000 | 0.45% |
| Microsoft Corporation |
0.05%
2,057
|
$773,391,000 | 0.44% |
| Amazon.com Inc. |
No change
4,820
|
$732,351,000 | 0.42% |
| Spdr Sp |
Opened
6,852
|
$698,707,000 | 0.40% |
| Vanguard Mid |
1.90%
4,673
|
$1,056,438,000 | 0.60% |
| Invesco Buyback |
17.14%
5,666
|
$561,083,000 | 0.32% |
| U S Bancorp De |
No change
12,852
|
$556,235,000 | 0.32% |
| Qualcomm, Inc. |
No change
3,785
|
$547,368,000 | 0.31% |
| Spdr Doubleline |
62.52%
13,476
|
$542,413,000 | 0.31% |
| Invesco Dorsey |
15.35%
9,686
|
$864,426,000 | 0.49% |
| Vanguard Intermediate |
118.18%
6,218
|
$505,398,000 | 0.29% |
| Alps Sector |
25.28%
8,868
|
$454,549,000 | 0.26% |
| Spdr Series |
37.77%
4,969
|
$743,520,000 | 0.42% |
| Pimco Ehnanced |
34.16%
4,159
|
$414,977,000 | 0.24% |
| iShares MBS ETF |
31,128.57%
4,372
|
$411,316,000 | 0.23% |
| NVIDIA Corp |
No change
800
|
$396,176,000 | 0.22% |
| Proshares Sp |
No change
5,377
|
$395,587,000 | 0.22% |
| Blackstone Inc |
19.52%
2,903
|
$380,061,000 | 0.22% |
| Vanguard Small |
55.88%
2,399
|
$506,347,000 | 0.29% |
| Costco Wholesale Corp |
No change
519
|
$342,581,000 | 0.19% |
| Tesla Inc |
23.70%
1,301
|
$323,272,000 | 0.18% |
| Automatic Data |
35.84%
1,350
|
$314,510,000 | 0.18% |
| Pacer U S |
Opened
6,175
|
$296,585,000 | 0.17% |
| Sempra |
No change
3,914
|
$292,493,000 | 0.17% |
| Invesco Bulletshares |
Closed
13,082
|
$277,730,000 | |
| WisdomTree Trust |
0.05%
3,726
|
$261,860,000 | 0.15% |
| Pepsico Inc |
277.56%
1,514
|
$257,137,000 | 0.15% |
| Ishares Ibonds |
Closed
10,114
|
$251,029,000 | |
| Jpmorgan Chase |
0.07%
1,439
|
$244,769,000 | 0.14% |
| Ishares Aerospace |
1.46%
1,667
|
$211,043,000 | 0.12% |
| Ishares Treasury |
28.88%
4,160
|
$209,956,000 | 0.12% |
| Marriott Intl |
No change
768
|
$173,192,000 | 0.10% |
| Resmed Inc. |
No change
987
|
$169,783,000 | 0.10% |
| Ishares Esg |
48.01%
3,829
|
$265,604,000 | 0.15% |
| Wisdomtree Japan |
No change
1,799
|
$158,276,000 | 0.09% |
| Walt Disney |
No change
1,699
|
$153,403,000 | 0.09% |
| Xylem Inc |
0.07%
1,336
|
$152,734,000 | 0.09% |
| Realty Income Corp. |
No change
2,652
|
$152,304,000 | 0.09% |
| Sector Industrial |
2.12%
1,299
|
$148,073,000 | 0.08% |
| Elevance Health |
7.34%
303
|
$142,883,000 | 0.08% |
| Procter Gamble |
No change
896
|
$131,300,000 | 0.07% |
| Caterpillar Inc. |
No change
435
|
$128,617,000 | 0.07% |
| Wells Fargo |
No change
2,410
|
$118,629,000 | 0.07% |
| Vanguard Health |
22.88%
472
|
$118,330,000 | 0.07% |
| Ishares Select |
55.95%
1,000
|
$117,220,000 | 0.07% |
| Eli Lilly |
No change
200
|
$116,584,000 | 0.07% |
| Alphabet Inc |
No change
1,340
|
$187,929,000 | 0.11% |
| Spdr Portfolio |
1.98%
2,167
|
$105,001,000 | 0.06% |
| Vanguard Ftse |
No change
2,188
|
$105,440,000 | 0.06% |
| Conocophillips |
No change
871
|
$101,097,000 | 0.06% |
| Visa Inc |
No change
383
|
$99,676,000 | 0.06% |
| Boeing Co. |
No change
380
|
$99,051,000 | 0.06% |
| Idacorp, Inc. |
No change
989
|
$97,239,000 | 0.06% |
| Teck Resources Ltd |
No change
2,203
|
$93,121,000 | 0.05% |
| PDD Holdings Inc |
No change
626
|
$91,590,000 | 0.05% |
| Sector Technology |
Opened
440
|
$84,691,000 | 0.05% |
| PPG Industries, Inc. |
No change
557
|
$83,299,000 | 0.05% |
| Ishares Russ |
No change
716
|
$83,264,000 | 0.05% |
| Linde Plc. |
No change
202
|
$82,964,000 | 0.05% |
| Ishares Europe |
No change
1,515
|
$80,083,000 | 0.05% |
| Revvity Inc. |
No change
721
|
$78,813,000 | 0.04% |
| Wolfspeed Inc |
No change
1,800
|
$78,318,000 | 0.04% |
| Franklin Us |
No change
1,623
|
$78,115,000 | 0.04% |
| ITT Inc |
No change
652
|
$77,797,000 | 0.04% |
| AMGEN Inc. |
No change
250
|
$72,005,000 | 0.04% |
| Mastercard Incorporated |
No change
167
|
$71,227,000 | 0.04% |
| Johnson Johnson |
No change
444
|
$69,593,000 | 0.04% |
| Ishares Sp |
0.09%
1,085
|
$143,335,000 | 0.08% |
| Hartford Financial |
No change
852
|
$68,484,000 | 0.04% |
| Coca-Cola Co |
No change
1,135
|
$66,885,000 | 0.04% |
| First Trust |
Closed
3,685
|
$64,469,000 | |
| Invesco Msci |
No change
1,300
|
$61,407,000 | 0.03% |
| Abbvie Inc |
No change
396
|
$61,368,000 | 0.03% |
| Pfizer Inc. |
6.69%
2,119
|
$61,006,000 | 0.03% |
| Blackrock Inc. |
No change
75
|
$60,885,000 | 0.03% |
| Nuveen Esg |
64.24%
2,705
|
$102,034,000 | 0.06% |
| Comcast Corp |
No change
1,362
|
$59,724,000 | 0.03% |
| Southwest Airlines Co |
No change
2,026
|
$58,510,000 | 0.03% |
| Phillips 66 |
No change
435
|
$57,916,000 | 0.03% |
| Sector Consumer |
2.73%
783
|
$56,399,000 | 0.03% |
| Lam Research Corp. |
No change
72
|
$56,395,000 | 0.03% |
| Marathon Petroleum Corp |
No change
375
|
$55,635,000 | 0.03% |
| Williams-Sonoma, Inc. |
No change
275
|
$55,490,000 | 0.03% |
| Exxon Mobil Corp. |
No change
547
|
$54,722,000 | 0.03% |
| Ishares 10-20yr |
Opened
503
|
$54,455,000 | 0.03% |
| Meritage Homes Corp. |
No change
299
|
$52,086,000 | 0.03% |
| Fs Kkr |
No change
2,542
|
$50,764,000 | 0.03% |
| Select Sector |
Opened
690
|
$50,135,000 | 0.03% |
| Chipotle Mexican |
No change
21
|
$48,026,000 | 0.03% |
| Yum Brands Inc. |
No change
342
|
$44,686,000 | 0.03% |
| Union Pacific Corp. |
No change
178
|
$43,720,000 | 0.02% |
| Lowes Companies |
No change
193
|
$42,952,000 | 0.02% |
| Invesco Leisure |
34.62%
1,015
|
$42,558,000 | 0.02% |
| Vanguard Short |
10.47%
761
|
$57,278,000 | 0.03% |
| Molson Coors |
No change
681
|
$41,684,000 | 0.02% |
| Graco Inc. |
No change
455
|
$39,476,000 | 0.02% |
| Inari Medical, Inc. |
No change
600
|
$38,952,000 | 0.02% |
| Wisdomtree Cybersecurity |
122.50%
1,513
|
$38,386,000 | 0.02% |
| Mcdonalds Corp |
No change
129
|
$38,250,000 | 0.02% |
| McGrath Rentcorp |
No change
308
|
$36,843,000 | 0.02% |
| Vertex Pharmaceuticals, Inc. |
No change
89
|
$36,213,000 | 0.02% |
| L3Harris Technologies Inc |
No change
171
|
$36,016,000 | 0.02% |
| Valero Energy Corp. |
No change
268
|
$34,840,000 | 0.02% |
| Micron Technology Inc. |
No change
400
|
$34,136,000 | 0.02% |
| Netflix Inc. |
No change
70
|
$34,082,000 | 0.02% |
| Leidos Holdings Inc |
No change
310
|
$33,554,000 | 0.02% |
| Pimco Enhanced |
No change
351
|
$33,261,000 | 0.02% |
| Invesco Pfd |
No change
2,888
|
$33,125,000 | 0.02% |
| Baker Hughes Co |
No change
946
|
$32,334,000 | 0.02% |
| Vanguard Sp |
No change
444
|
$56,919,000 | 0.03% |
| Sector Healthcare |
No change
223
|
$30,412,000 | 0.02% |
| Principal Financial |
No change
377
|
$29,659,000 | 0.02% |
| Vanguard Value |
37.97%
196
|
$29,303,000 | 0.02% |
| Jp Morgan |
No change
472
|
$28,834,000 | 0.02% |
| Marvell Technology Inc |
No change
476
|
$28,708,000 | 0.02% |
| Equitable Holdings, Inc. |
No change
845
|
$28,139,000 | 0.02% |
| Thermo Fisher |
No change
51
|
$27,070,000 | 0.02% |
| Healthcare Realty |
No change
1,571
|
$27,069,000 | 0.02% |
| Pimco 0-5 |
No change
290
|
$26,993,000 | 0.02% |
| Astrazeneca plc |
No change
397
|
$26,738,000 | 0.02% |
| Voya Financial Inc |
No change
347
|
$25,317,000 | 0.01% |
| Wisdomtree U S |
Opened
358
|
$24,534,000 | 0.01% |
| Spdr Ssga |
0.94%
215
|
$24,177,000 | 0.01% |
| HP Inc |
No change
800
|
$24,072,000 | 0.01% |
| Vaneck Oil |
No change
695
|
$23,783,000 | 0.01% |
| Science Applications |
No change
188
|
$23,372,000 | 0.01% |
| Unitedhealth Group Inc |
No change
44
|
$23,306,000 | 0.01% |
| Nike, Inc. |
No change
211
|
$22,908,000 | 0.01% |
| Abbott Laboratories |
No change
204
|
$22,455,000 | 0.01% |
| Sector Materials |
No change
262
|
$22,412,000 | 0.01% |
| Ishares Iboxx |
24.22%
400
|
$34,649,000 | 0.02% |
| Mgm Resorts |
No change
500
|
$22,340,000 | 0.01% |
| Cheniere Energy Inc. |
No change
445
|
$22,157,000 | 0.01% |
| Vaneck Environmental |
No change
140
|
$21,337,000 | 0.01% |
| Agilent Technologies Inc. |
No change
152
|
$21,133,000 | 0.01% |
| Ishares Conv |
91.91%
261
|
$20,518,000 | 0.01% |
| Mc Cormick |
Closed
266
|
$20,120,000 | |
| STAG Industrial Inc |
No change
508
|
$19,944,000 | 0.01% |
| Home Depot, Inc. |
No change
57
|
$19,785,000 | 0.01% |
| Brookfield Infrastructre |
No change
628
|
$19,776,000 | 0.01% |
| Mattel, Inc. |
No change
1,000
|
$18,880,000 | 0.01% |
| Xcel Energy Inc. |
No change
304
|
$18,821,000 | 0.01% |
| Public Storage |
No change
60
|
$18,300,000 | 0.01% |
| Marsh Mclennan |
No change
96
|
$18,189,000 | 0.01% |
| Mondelez International Inc. |
No change
245
|
$17,745,000 | 0.01% |
| Illinois Tool |
No change
66
|
$17,288,000 | 0.01% |
| Wisdomtree Yield |
Opened
363
|
$17,183,000 | 0.01% |
| FMC Corp. |
No change
270
|
$17,024,000 | 0.01% |
| Vanguard Energy |
No change
145
|
$17,006,000 | 0.01% |
| Proshares Russell |
1.18%
258
|
$16,748,000 | 0.01% |
| Intl Business |
No change
100
|
$16,355,000 | 0.01% |
| Yum China Holdings Inc |
No change
378
|
$16,039,000 | 0.01% |
| H World |
No change
460
|
$15,382,000 | 0.01% |
| Cisco Systems, Inc. |
No change
300
|
$15,156,000 | 0.01% |
| AES Corp. |
No change
787
|
$15,150,000 | 0.01% |
| Sector Financial |
No change
396
|
$14,889,000 | 0.01% |
| Commercial Metals Co. |
No change
294
|
$14,712,000 | 0.01% |
| American Express Co. |
No change
78
|
$14,613,000 | 0.01% |
| Simon Property |
No change
100
|
$14,264,000 | 0.01% |
| Energy Transfer |
No change
1,000
|
$13,800,000 | 0.01% |
| Hewlett Packard |
No change
800
|
$13,584,000 | 0.01% |
| Norfolk Southern Corp. |
No change
57
|
$13,474,000 | 0.01% |
| Invesco Zacks |
No change
143
|
$13,415,000 | 0.01% |
| Oracle Corp. |
No change
125
|
$13,179,000 | 0.01% |
| Discover Financial |
No change
114
|
$12,857,000 | 0.01% |
| Pimco Active |
No change
139
|
$12,851,000 | 0.01% |
| NextEra Energy Inc |
45.72%
203
|
$12,330,000 | 0.01% |
| Etf Managers |
No change
204
|
$12,324,000 | 0.01% |
| Keysight Technologies Inc |
No change
76
|
$12,091,000 | 0.01% |
| Invesco Food |
60.66%
251
|
$11,509,000 | 0.01% |
| Honeywell Intl |
1.89%
54
|
$11,229,000 | 0.01% |
| Corteva Inc |
No change
234
|
$11,213,000 | 0.01% |
| Albemarle Corp. |
No change
77
|
$11,104,000 | 0.01% |
| Taiwan Semiconductor |
No change
106
|
$11,024,000 | 0.01% |
| Ameren Corp. |
No change
142
|
$10,272,000 | 0.01% |
| Invesco Water |
No change
164
|
$9,981,000 | 0.01% |
| Spdr Series |
Closed
67
|
$9,910,000 | |
| Community Healthcare |
Closed
330
|
$9,801,000 | |
| Edison Intl |
Closed
153
|
$9,683,000 | |
| Constellation Energy |
No change
82
|
$9,585,000 | 0.01% |
| WD-40 Co. |
No change
40
|
$9,563,000 | 0.01% |
| RTX Corp |
No change
105
|
$8,835,000 | 0.01% |
| Exelon Corp. |
No change
246
|
$8,831,000 | 0.01% |
| Pnc Financial |
No change
55
|
$8,517,000 | 0.00% |
| Vanguard Fste |
No change
189
|
$7,768,000 | 0.00% |
| Bank America |
No change
230
|
$7,744,000 | 0.00% |
| Ishares Tips |
Closed
73
|
$7,572,000 | |
| Walmart Inc |
No change
47
|
$7,409,000 | 0.00% |
| Ishares Msci |
Opened
114
|
$7,312,000 | 0.00% |
| Hilton Worldwide Holdings Inc |
No change
39
|
$7,102,000 | 0.00% |
| Delta Airlines |
No change
170
|
$6,839,000 | 0.00% |
| Costamare Inc |
No change
613
|
$6,381,000 | 0.00% |
| Altria Group Inc. |
No change
152
|
$6,132,000 | 0.00% |
| Vishay Intertechnology 2 |
Closed
6,000
|
$6,066,000 | |
| Chevron Corp. |
No change
38
|
$5,668,000 | 0.00% |
| Roku Inc |
Opened
60
|
$5,500,000 | 0.00% |
| Sector Energy |
99.04%
64
|
$5,366,000 | 0.00% |
| Etf Ser |
No change
280
|
$5,328,000 | 0.00% |
| Select Utilities |
No change
84
|
$5,320,000 | 0.00% |
| Nuveen Ca |
No change
477
|
$5,290,000 | 0.00% |
| American Electric |
No change
65
|
$5,279,000 | 0.00% |
| Marriott Vacations |
No change
62
|
$5,263,000 | 0.00% |
| Att Inc |
No change
296
|
$4,967,000 | 0.00% |
| Pacific Biosciences |
Opened
503
|
$4,934,000 | 0.00% |
| Wisdomtree Intl |
Opened
121
|
$4,389,000 | 0.00% |
| Invesco Semiconductors |
No change
84
|
$4,158,000 | 0.00% |
| Franklin Senior |
Opened
170
|
$4,129,000 | 0.00% |
| Sp Global |
No change
9
|
$3,965,000 | 0.00% |
| Doximity, Inc. |
No change
141
|
$3,954,000 | 0.00% |
| Ishares 0-5 |
53.49%
40
|
$3,943,000 | 0.00% |
| Dupont De |
No change
51
|
$3,923,000 | 0.00% |
| Metlife Inc |
No change
57
|
$3,769,000 | 0.00% |
| Citigroup Inc |
No change
73
|
$3,755,000 | 0.00% |
| Spdr Series |
Opened
41
|
$3,661,000 | 0.00% |
| Lockheed Martin Corp. |
No change
8
|
$3,626,000 | 0.00% |
| Baidu Inc |
No change
30
|
$3,573,000 | 0.00% |
| Prudential Financial, Inc. |
No change
34
|
$3,526,000 | 0.00% |
| Southern Company |
No change
50
|
$3,506,000 | 0.00% |
| V2X Inc |
No change
72
|
$3,344,000 | 0.00% |
| Rayonier Inc. |
No change
98
|
$3,274,000 | 0.00% |
| Danaher Corp. |
No change
14
|
$3,239,000 | 0.00% |
| Deere Co |
No change
8
|
$3,199,000 | 0.00% |
| Gilead Sciences, Inc. |
No change
39
|
$3,159,000 | 0.00% |
| Ford Motor Co. |
No change
247
|
$3,011,000 | 0.00% |
| Novavax, Inc. |
Closed
400
|
$2,896,000 | |
| Axis Capital |
No change
52
|
$2,879,000 | 0.00% |
| Dow Inc |
No change
51
|
$2,797,000 | 0.00% |
| Carnival Corp. |
Opened
105
|
$1,947,000 | 0.00% |
| Charter Communications Inc. |
No change
5
|
$1,943,000 | 0.00% |
| Palantir Technologies Inc. |
No change
100
|
$1,717,000 | 0.00% |
| GSK Plc |
Closed
47
|
$1,704,000 | |
| Ww Intl |
No change
179
|
$1,566,000 | 0.00% |
| DXC Technology Co |
No change
68
|
$1,555,000 | 0.00% |
| Nutrien Ltd |
No change
27
|
$1,521,000 | 0.00% |
| Ishares 5-10 Year |
No change
28
|
$1,456,000 | 0.00% |
| Juniper Networks Inc |
No change
46
|
$1,356,000 | 0.00% |
| NRG Energy Inc. |
No change
24
|
$1,241,000 | 0.00% |
| Nuveen Amt |
Closed
115
|
$1,186,000 | |
| ManpowerGroup |
No change
13
|
$1,033,000 | 0.00% |
| Warner Bros |
No change
70
|
$797,000 | 0.00% |
| General Motors Company |
No change
20
|
$718,000 | 0.00% |
| Allete, Inc. |
No change
11
|
$673,000 | 0.00% |
| Joby Aviation |
No change
100
|
$665,000 | 0.00% |
| Spdr Msci |
No change
18
|
$487,000 | 0.00% |
| Haleon Plc |
Closed
55
|
$458,000 | |
| Kyndryl Holdings |
No change
20
|
$416,000 | 0.00% |
| Ishares Sp |
Closed
4
|
$379,000 | |
| Veralto Corp |
Opened
4
|
$329,000 | 0.00% |
| Spdr Ser |
No change
2
|
$292,000 | 0.00% |
| Brighthouse Financial, Inc. |
No change
5
|
$265,000 | 0.00% |
| Tusimple Holdings |
Closed
100
|
$156,000 | |
| Viatris Inc. |
No change
10
|
$108,000 | 0.00% |
| Starbucks Corp. |
No change
1
|
$96,000 | 0.00% |
| Zillow Group Inc |
No change
1
|
$57,000 | 0.00% |
| Paramount Global |
Closed
2
|
$32,000 | |
| Ishares Msci |
Closed
1
|
$26,000 | |
| No transactions found | |||
| Showing first 500 out of 284 holdings | |||
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