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Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
J P MORGAN EXCHANGE TRADED F JEPICommon136,002136,0027,524,964,0007,524,964,0005.18  Hist 06/30/2023
iSHARES TRUST IUSBCommon131,961131,9616,000,245,0006,000,245,0004.13  Hist 06/30/2023
SSGA Active Trust SRLNCommon115,825115,8254,849,593,0004,849,593,0003.34  Hist 06/30/2023
DIREXION SHS ETF TR NAS100 EQL WGT QQQESTOCK51,81351,8133,988,601,0003,988,601,0002.74  Hist 06/30/2023
SPDR GOLD TRUST GLDGOLD SHS15,29815,2982,727,203,0002,727,203,0001.88  Hist 06/30/2023
INTERCALLNET INC ICLNCommon132,862132,8622,444,658,0002,444,658,0001.68  Hist 06/30/2023
FIRST TR EXCHNG TRADED FD VI BUFRCommon48,99348,9931,226,785,0001,226,785,0000.84  Hist 06/30/2023
iSHARES TRUST SHY1-3 YR TRS BD7,6447,644619,776,000619,776,0000.43  Hist 06/30/2023
VANGUARD MUN BD FD INC VTEBCommon10,89510,895547,147,000547,147,0000.38  Hist 06/30/2023
Tesla, Inc. TSLACOM2,0142,014527,205,000527,205,0000.36  Hist 06/30/2023
ANALOG DEVICES INC ADICommon2,4732,473481,773,000481,773,0000.330.00 Hist 06/30/2023
COCA COLA CO KOCommon5,9065,906355,679,000355,679,0000.24  Hist 06/30/2023
QUALCOMM INC/DE QCOMCommon2,9632,963352,730,000352,730,0000.24  Hist 06/30/2023
ALBEMARLE CORP ALBCommon1,5171,517338,428,000338,428,0000.23  Hist 06/30/2023
DOMINION ENERGY, INC DCommon6,4826,482335,698,000335,698,0000.23  Hist 06/30/2023
INTERDIGITAL INC. IDCCCommon3,4093,409329,175,000329,175,0000.23  Hist 06/30/2023
BCE INC BCECommon7,0347,034320,680,000320,680,0000.220.00 Hist 06/30/2023
WASTE MANAGEMENT INC WMCommon1,8481,848320,480,000320,480,0000.220.00 Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon922922314,310,000314,310,0000.22  Hist 06/30/2023
SCHWAB CHARLES CORP SCHWCommon5,3885,388305,392,000305,392,0000.210.00 Hist 06/30/2023
Zoetis Inc. ZTSCOM1,7531,753301,884,000301,884,0000.21  Hist 06/30/2023
BRISTOL MYERS SQUIBB CO BMYCommon4,7044,704300,822,000300,822,0000.21  Hist 06/30/2023
AMGEN INC AMGNCommon1,3441,344298,461,000298,461,0000.210.00 Hist 06/30/2023
STARWOOD PROPERTY TRUST, INC. STWDCOM15,05315,053292,031,000292,031,0000.20  Hist 06/30/2023
CROWN CASTLE INC. CCICOM2,5342,534288,745,000288,745,0000.200.00 Hist 06/30/2023
GSK plc GSKADR8,0428,042286,605,000286,605,0000.20  Hist 06/30/2023
SYSCO CORP SYYCommon3,8223,822283,573,000283,573,0000.20  Hist 06/30/2023
IRON MOUNTAIN INC IRMCOM4,9284,928279,981,000279,981,0000.19  Hist 06/30/2023
e.l.f. Beauty, Inc. ELFCOM2,4182,418276,208,000276,208,0000.190.00 Hist 06/30/2023
DEVON ENERGY CORP/DE DVNCommon5,6875,687274,900,000274,900,0000.190.00 Hist 06/30/2023
Phillips 66 PSXCOM2,8402,840270,842,000270,842,0000.190.00 Hist 06/30/2023
CARDINAL HEALTH INC CAHCommon2,8562,856270,060,000270,060,0000.19  Hist 06/30/2023
DOW CHEMICAL CO /DE/ DOWCOM5,0295,029267,827,000267,827,0000.18  Hist 06/30/2023
CrowdStrike Holdings, Inc. CRWDCommon1,8081,808265,541,000265,541,0000.18  Hist 06/30/2023
Elevance Health, Inc. ANTMCOM595595264,353,000264,353,0000.18  Hist 06/30/2023
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