Mga Batayang Estadistika
Nilai Portofolio $ 205,385,053
Posisi Saat Ini 168
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Lodestone Wealth Management LLC telah mengungkapkan total kepemilikan 168 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 205,385,053 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Lodestone Wealth Management LLC adalah Microsoft Corporation (US:MSFT) , Apple Inc. (US:AAPL) , J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (US:JPST) , Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF (US:CGCP) , and Simon Property Group, Inc. (US:SPG) . Posisi baru Lodestone Wealth Management LLC meliputi: Diamondback Energy, Inc. (US:FANG) , UnitedHealth Group Incorporated (US:UNH) , Pacer Funds Trust - Pacer American Energy Independence ETF (US:USAI) , Broadcom Inc. (US:AVGO) , and iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) .

Lodestone Wealth Management LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.03 4.95 2.4110 1.0161
0.08 3.98 1.9355 0.6382
0.01 6.94 3.3766 0.5630
0.02 3.86 1.8818 0.5207
0.01 0.98 0.4773 0.4773
0.00 0.66 0.3207 0.3207
0.01 2.80 1.3657 0.3079
0.11 1.50 0.7296 0.2848
0.01 1.16 0.5667 0.2234
0.00 2.57 1.2513 0.2001
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.01 3.15 1.5318 -0.6656
0.03 6.77 3.2939 -0.6601
0.01 3.71 1.8086 -0.3795
0.13 6.58 3.2034 -0.3038
0.04 1.70 0.8258 -0.2883
0.03 2.53 1.2304 -0.2812
0.22 4.95 2.4123 -0.2614
0.17 4.37 2.1297 -0.2466
0.01 4.31 2.1006 -0.2064
0.01 1.61 0.7848 -0.1991
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-12 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
MSFT / Microsoft Corporation 0.01 -1.04 6.94 31.15 3.3766 0.5630
AAPL / Apple Inc. 0.03 -1.45 6.77 -8.97 3.2939 -0.6601
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.13 -0.30 6.58 -0.20 3.2034 -0.3038
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF 0.22 -1.64 4.95 -1.41 2.4123 -0.2614
SPG / Simon Property Group, Inc. 0.03 95.10 4.95 88.83 2.4110 1.0161
CGDV / Capital Group Dividend Value ETF 0.12 0.68 4.75 11.54 2.3107 0.0475
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF 0.17 -2.55 4.37 -2.06 2.1297 -0.2466
VTV / Vanguard Index Funds - Vanguard Value ETF 0.02 -0.42 4.34 1.90 2.1123 -0.1529
JPM / JPMorgan Chase & Co. 0.01 -15.82 4.31 -0.51 2.1006 -0.2064
BAC / Bank of America Corporation 0.08 43.76 3.98 63.04 1.9355 0.6382
NVDA / NVIDIA Corporation 0.02 3.63 3.86 51.06 1.8818 0.5207
AMGN / Amgen Inc. 0.01 0.78 3.71 -9.68 1.8086 -0.3795
GOOG / Alphabet Inc. 0.02 -1.51 3.65 11.83 1.7765 0.0407
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.06 -1.60 3.55 -0.98 1.7305 -0.1793
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.06 0.01 3.25 12.17 1.5842 0.0410
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 0.33 3.24 10.92 1.5775 0.0239
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.04 -3.08 3.20 -2.56 1.5570 -0.1889
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.05 -0.11 3.18 10.69 1.5482 0.0200
BRK.B / Berkshire Hathaway Inc. 0.01 -16.49 3.15 -23.83 1.5318 -0.6656
CGXU / Capital Group International Focus Equity ETF 0.11 3.76 3.01 14.99 1.4678 0.0731
AXP / American Express Company 0.01 -18.48 3.01 -3.34 1.4643 -0.1911
AMZN / Amazon.com, Inc. 0.01 22.33 2.80 41.05 1.3657 0.3079
META / Meta Platforms, Inc. 0.00 1.58 2.57 30.06 1.2513 0.2001
MRK / Merck & Co., Inc. 0.03 0.85 2.53 -11.05 1.2304 -0.2812
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.05 -3.99 2.41 -3.29 1.1743 -0.1523
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0.08 0.24 2.40 12.09 1.1698 0.0294
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.07 0.94 2.40 11.73 1.1687 0.0258
CSCO / Cisco Systems, Inc. 0.03 -2.89 2.39 9.18 1.1642 -0.0009
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF 0.09 -0.49 2.29 -0.39 1.1150 -0.1083
CGUS / Capital Group Core Equity ETF 0.06 0.32 2.24 10.91 1.0889 0.0162
QCOM / QUALCOMM Incorporated 0.01 3.48 2.15 7.29 1.0471 -0.0193
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF 0.08 0.81 2.10 1.99 1.0214 -0.0729
V / Visa Inc. 0.01 -3.89 2.09 -2.61 1.0172 -0.1241
MAC / The Macerich Company 0.12 0.12 2.02 -5.62 0.9821 -0.1552
BX / Blackstone Inc. 0.01 2.11 1.96 9.24 0.9556 0.0000
DHI / D.R. Horton, Inc. 0.02 -1.17 1.96 -3.50 0.9529 -0.1262
NVR / NVR, Inc. 0.00 0.00 1.95 1.94 0.9493 -0.0681
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.05 -0.38 1.95 8.40 0.9486 -0.0075
LEN / Lennar Corporation 0.02 0.26 1.91 -3.35 0.9276 -0.1215
OXY / Occidental Petroleum Corporation 0.04 -4.84 1.70 -19.01 0.8258 -0.2883
EBAY / eBay Inc. 0.02 -0.40 1.63 9.54 0.7944 0.0017
CVX / Chevron Corporation 0.01 1.82 1.61 -12.87 0.7848 -0.1991
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.01 -1.52 1.58 17.09 0.7712 0.0515
HD / The Home Depot, Inc. 0.00 -0.99 1.58 -0.94 0.7673 -0.0791
COST / Costco Wholesale Corporation 0.00 -4.59 1.56 -0.13 0.7605 -0.0717
GOOGL / Alphabet Inc. 0.01 -1.86 1.51 11.88 0.7340 0.0169
CVE / Cenovus Energy Inc. 0.11 83.33 1.50 79.40 0.7296 0.2848
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF 0.02 -3.37 1.49 4.80 0.7236 -0.0313
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 0.05 -0.62 1.45 11.54 0.7060 0.0140
PCAR / PACCAR Inc 0.01 -4.57 1.40 -6.86 0.6809 -0.1177
APA / APA Corporation 0.08 1.67 1.39 -11.50 0.6783 -0.1595
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.00 1.37 10.96 0.6659 0.0104
TGT / Target Corporation 0.01 23.60 1.21 16.88 0.5904 0.0383
COP / ConocoPhillips 0.01 -1.75 1.21 -16.08 0.5899 -0.1778
ORCL / Oracle Corporation 0.01 15.34 1.16 80.31 0.5667 0.2234
OVV / Ovintiv Inc. 0.03 -4.61 1.16 -15.20 0.5628 -0.1623
PLTR / Palantir Technologies Inc. 0.01 -9.07 1.11 46.89 0.5401 0.1383
SCHW / The Charles Schwab Corporation 0.01 0.31 1.07 16.96 0.5208 0.0341
CGGR / Capital Group Growth ETF 0.03 3.88 1.07 23.26 0.5188 0.0590
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.01 -7.21 1.03 -6.94 0.5025 -0.0878
GLD / SPDR Gold Trust 0.00 -1.08 1.01 4.58 0.4898 -0.0216
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF 0.02 -21.05 0.98 -16.18 0.4793 -0.1455
FANG / Diamondback Energy, Inc. 0.01 0.98 0.4773 0.4773
UHALB / U-Haul Holding Company - Series N 0.02 29.21 0.96 18.69 0.4671 0.0372
JNJ / Johnson & Johnson 0.01 -5.25 0.93 -12.78 0.4522 -0.1140
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.02 2.18 0.91 7.15 0.4451 -0.0091
XOM / Exxon Mobil Corporation 0.01 -0.76 0.90 -10.05 0.4358 -0.0936
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 1.18 0.85 38.19 0.4159 0.0867
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 0.02 -8.26 0.84 4.88 0.4082 -0.0170
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.01 -0.69 0.84 -0.83 0.4079 -0.0413
CGGO / Capital Group Global Growth Equity ETF 0.02 11.53 0.73 25.82 0.3539 0.0467
TSLA / Tesla, Inc. 0.00 13.75 0.72 39.49 0.3492 0.0756
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 0.02 2.21 0.72 6.88 0.3486 -0.0079
DVN / Devon Energy Corporation 0.02 -16.24 0.70 -28.73 0.3418 -0.1825
WAL / Western Alliance Bancorporation 0.01 10.45 0.68 12.07 0.3302 0.0083
CACC / Credit Acceptance Corporation 0.00 11.00 0.67 9.61 0.3279 0.0007
MCD / McDonald's Corporation 0.00 -7.82 0.67 -13.75 0.3269 -0.0873
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 -7.79 0.66 -6.52 0.3210 -0.0541
UNH / UnitedHealth Group Incorporated 0.00 0.66 0.3207 0.3207
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 1.53 0.64 24.56 0.3113 0.0381
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 0.01 1.15 0.64 1.60 0.3098 -0.0232
WMT / Walmart Inc. 0.01 -3.88 0.63 7.16 0.3065 -0.0063
BA / The Boeing Company 0.00 -1.71 0.61 20.71 0.2982 0.0284
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -0.38 0.60 10.09 0.2923 0.0023
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF 0.00 -1.40 0.59 14.48 0.2853 0.0133
MCK / McKesson Corporation 0.00 1.01 0.58 9.98 0.2845 0.0018
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.00 0.58 8.22 0.2821 -0.0028
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.01 -1.25 0.58 6.28 0.2803 -0.0077
QQQ / Invesco QQQ Trust, Series 1 0.00 0.00 0.57 17.67 0.2759 0.0197
ULTA / Ulta Beauty, Inc. 0.00 -0.66 0.56 26.80 0.2745 0.0379
MTB / M&T Bank Corporation 0.00 3.03 0.56 8.49 0.2738 -0.0021
SPY / SPDR S&P 500 ETF 0.00 4.04 0.56 14.88 0.2709 0.0131
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.23 0.55 10.64 0.2687 0.0036
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.01 10.73 0.53 0.57 0.2578 -0.0225
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.01 -1.14 0.52 -1.70 0.2531 -0.0281
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.01 0.20 0.52 5.28 0.2524 -0.0094
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF 0.01 -0.84 0.51 -1.91 0.2499 -0.0286
FITB / Fifth Third Bancorp 0.01 -4.37 0.50 0.40 0.2447 -0.0218
BILZ / PIMCO ETF Trust - PIMCO Ultra Short Government Active Exchange-Traded Fund 0.00 -7.64 0.49 -7.62 0.2363 -0.0433
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 5.25 0.48 10.16 0.2323 0.0019
KO / The Coca-Cola Company 0.01 -0.18 0.47 -1.47 0.2287 -0.0247
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 0.00 0.46 6.74 0.2238 -0.0050
DIS / The Walt Disney Company 0.00 -0.59 0.44 24.86 0.2154 0.0270
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock) 0.00 -1.78 0.44 -4.18 0.2124 -0.0298
CGBL / Capital Group Core Balanced ETF 0.01 0.32 0.43 8.27 0.2105 -0.0019
CGDG / Capital Group Dividend Growers ETF 0.01 24.35 0.43 35.44 0.2086 0.0402
MA / Mastercard Incorporated 0.00 -7.43 0.42 -4.98 0.2047 -0.0308
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 -4.60 0.42 2.21 0.2032 -0.0143
LRCX / Lam Research Corporation 0.00 28.56 0.41 72.46 0.1982 0.0724
NET / Cloudflare, Inc. 0.00 10.53 0.39 92.20 0.1921 0.0828
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.24 0.38 5.28 0.1845 -0.0073
MRVL / Marvell Technology, Inc. 0.00 4.01 0.38 30.90 0.1836 0.0302
FDX / FedEx Corporation 0.00 0.62 0.37 -6.08 0.1808 -0.0299
FTNT / Fortinet, Inc. 0.00 -2.42 0.37 7.25 0.1804 -0.0035
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 16.77 0.37 35.79 0.1793 0.0350
CGNG / Capital Group New Geography Equity ETF 0.01 23.10 0.36 41.18 0.1755 0.0395
CGCV / Capital Group Conservative Equity ETF 0.01 29.58 0.36 36.64 0.1747 0.0350
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 29.79 0.35 42.11 0.1712 0.0393
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 0.01 -0.42 0.35 0.29 0.1696 -0.0152
INTC / Intel Corporation 0.02 4.30 0.35 2.66 0.1693 -0.0105
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF 0.01 0.00 0.34 0.88 0.1675 -0.0143
ACN / Accenture plc 0.00 -0.95 0.34 -5.01 0.1663 -0.0252
T / AT&T Inc. 0.01 0.55 0.34 2.72 0.1660 -0.0103
AMD / Advanced Micro Devices, Inc. 0.00 -10.96 0.33 22.88 0.1623 0.0181
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 10.45 0.33 2.17 0.1602 -0.0115
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.00 0.33 5.47 0.1600 -0.0057
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.00 8.90 0.32 8.05 0.1568 -0.0019
ANET / Arista Networks Inc 0.00 3.86 0.32 37.18 0.1568 0.0319
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 0.01 -0.21 0.32 7.02 0.1559 -0.0036
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 1.68 0.32 24.51 0.1559 0.0187
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.00 12.47 0.31 16.36 0.1528 0.0094
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 28.15 0.31 55.00 0.1510 0.0446
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF 0.01 -0.36 0.30 -0.98 0.1480 -0.0151
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.01 17.79 0.29 11.49 0.1422 0.0030
MKL / Markel Group Inc. 0.00 -4.64 0.29 1.77 0.1400 -0.0101
WEC / WEC Energy Group, Inc. 0.00 -4.43 0.29 -8.60 0.1400 -0.0274
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF 0.01 -1.90 0.29 12.20 0.1391 0.0037
USAI / Pacer Funds Trust - Pacer American Energy Independence ETF 0.01 0.28 0.1345 0.1345
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.01 0.00 0.27 11.07 0.1323 0.0023
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF 0.00 16.61 0.27 31.84 0.1293 0.0221
AVGO / Broadcom Inc. 0.00 0.26 0.1277 0.1277
KMB / Kimberly-Clark Corporation 0.00 -9.78 0.26 -18.04 0.1262 -0.0424
PG / The Procter & Gamble Company 0.00 -34.52 0.26 -7.91 0.1247 -0.0232
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 0.26 0.1242 0.1242
DPZ / Domino's Pizza, Inc. 0.00 -3.92 0.25 -5.58 0.1238 -0.0197
MELI / MercadoLibre, Inc. 0.00 0.25 0.1222 0.1222
ALL / The Allstate Corporation 0.00 7.81 0.25 5.04 0.1217 -0.0051
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF 0.00 0.25 0.1204 0.1204
LLY / Eli Lilly and Company 0.00 -14.63 0.25 -19.41 0.1194 -0.0428
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.00 0.24 0.1182 0.1182
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.01 0.00 0.24 8.60 0.1170 -0.0007
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 0.35 0.24 3.02 0.1164 -0.0073
NVT / nVent Electric plc 0.00 0.23 0.1137 0.1137
MPLX / MPLX LP - Limited Partnership 0.00 1.87 0.23 -1.69 0.1135 -0.0130
PM / Philip Morris International Inc. 0.00 0.23 0.1113 0.1113
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 0.01 0.22 0.1071 0.1071
AFL / Aflac Incorporated 0.00 0.59 0.22 -4.87 0.1051 -0.0153
CEG / Constellation Energy Corporation 0.00 0.21 0.1039 0.1039
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.00 -7.26 0.21 -9.79 0.1037 -0.0217
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 -11.25 0.21 -11.11 0.1016 -0.0232
UBER / Uber Technologies, Inc. 0.00 0.21 0.1015 0.1015
HON / Honeywell International Inc. 0.00 0.21 0.1015 0.1015
KKR / KKR & Co. Inc. 0.00 0.21 0.1007 0.1007
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 -5.28 0.20 -6.85 0.0996 -0.0172
SNOW / Snowflake Inc. 0.00 0.20 0.0988 0.0988
MU / Micron Technology, Inc. 0.00 0.20 0.0984 0.0984
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF 0.00 0.20 0.0984 0.0984
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 0.20 0.0979 0.0979
MRP / Millrose Properties, Inc. 0.00 -100.00 0.00 0.0000
UPS / United Parcel Service, Inc. 0.00 -100.00 0.00 0.0000
SIRI / Sirius XM Holdings Inc. 0.00 -100.00 0.00 0.0000
UHAL / U-Haul Holding Company 0.00 -100.00 0.00 0.0000