Location: Wausau, WI
CIK: 0001730575 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: May 2, 2025
Total Value: $321M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 58,271 | $32.6M | 10.1% | $559.39 | $408.87 | +36.8% | TR UNIT | 78462F103 |
| NVDA | NVIDIA CORPORATION | 81,111 | $8.791M | 2.7% | $108.38 | $92.92 | +16.6% | COM | 67066G104 |
| EFA | ISHARES TR | 106,338 | $8.691M | 2.7% | $81.73 | $75.61 | +8.1% | MSCI EAFE ETF | 464287465 |
| AVGO | BROADCOM INC | 43,322 | $7.253M | 2.3% | $167.43 | $149.40 | +11.4% | COM | 11135F101 |
| IEI | ISHARES TR | 58,765 | $6.942M | 2.2% | $118.14 | $118.40 | -0.2% | 3 7 YR TREAS BD | 464288661 |
| COST | COSTCO WHSL CORP NEW | 6,913 | $6.539M | 2.0% | $945.83 | $483.32 | +94.9% | COM | 22160K105 |
| JPM | JPMORGAN CHASE &CO. | 25,027 | $6.139M | 1.9% | $245.30 | $112.59 | +114.5% | COM | 46625H100 |
| MCO | MOODYS CORP | 11,788 | $5.49M | 1.7% | $465.71 | $299.82 | +54.4% | COM | 615369105 |
| AGG | ISHARES TR | 54,658 | $5.407M | 1.7% | $98.92 | $110.92 | -10.8% | CORE US AGGBD ET | 464287226 |
| SHV | ISHARES TR | 48,389 | $5.345M | 1.7% | $110.46 | $110.29 | +0.2% | SHORT TREAS BD | 464288679 |
| IBTG | ISHARES TR | 218,626 | $5.015M | 1.6% | $22.94 | $22.81 | +0.6% | IBONDS 26 TRM TS | 46436E858 |
| — | ISHARES TR | 214,464 | $5.012M | 1.6% | $23.37 | $23.32 | — | IBONDS 25 TRM TS | 46436E866 |
| MSFT | MICROSOFT CORP | 13,071 | $4.907M | 1.5% | $375.39 | $314.83 | +18.6% | COM | 594918104 |
| IJH | ISHARES TR | 80,783 | $4.714M | 1.5% | $58.35 | $55.52 | +5.1% | CORE S&P MCP ETF | 464287507 |
| BSX | BOSTON SCIENTIFIC CORP | 45,839 | $4.624M | 1.4% | $100.88 | $39.89 | +152.9% | COM | 101137107 |
| ETN | EATON CORP PLC | 16,643 | $4.524M | 1.4% | $271.83 | $114.91 | +135.1% | SHS | G29183103 |
| IWV | ISHARES TR | 13,102 | $4.162M | 1.3% | $317.64 | $255.53 | +24.3% | RUSSELL 3000 ETF | 464287689 |
| CRM | SALESFORCE INC | 15,000 | $4.026M | 1.3% | $268.37 | $221.94 | +20.1% | COM | 79466L302 |
| V | VISA INC | 11,412 | $3.999M | 1.2% | $350.45 | $236.25 | +47.5% | COM CL A | 92826C839 |
| LMT | LOCKHEED MARTIN CORP | 8,895 | $3.974M | 1.2% | $446.73 * | $373.11 | +17.2% | COM | 539830109 |
| COF | CAPITAL ONE FINL CORP | 21,987 | $3.942M | 1.2% | $179.30 | $118.91 | +49.3% | COM | 14040H105 |
| AAPL | APPLE INC | 17,574 | $3.904M | 1.2% | $222.13 | $150.80 | +46.8% | COM | 037833100 |
| LRCX | LAM RESEARCH CORP | 51,493 | $3.744M | 1.2% | $72.70 | $74.98 | -3.6% | COM NEW | 512807306 |
| META | META PLATFORMS INC | 6,244 | $3.599M | 1.1% | $576.35 | $335.43 | +71.4% | CL A | 30303M102 |
| AMAT | APPLIED MATLS INC | 24,444 | $3.547M | 1.1% | $145.12 | $67.34 | +113.9% | COM | 038222105 |
| CMI | CUMMINS INC | 11,196 | $3.509M | 1.1% | $313.44 | $240.79 | +28.2% | COM | 231021106 |
| WM | WASTE MGMT INC DEL | 15,058 | $3.486M | 1.1% | $231.52 | $106.86 | +114.3% | COM | 94106L109 |
| AXP | AMERICAN EXPRESS CO | 12,179 | $3.277M | 1.0% | $269.06 | $204.08 | +30.4% | COM | 025816109 |
| UNP | UNION PAC CORP | 13,389 | $3.163M | 1.0% | $236.24 | $185.95 | +24.8% | COM | 907818108 |
| MA | MASTERCARD INCORPORATED | 5,765 | $3.16M | 1.0% | $548.16 | $461.97 | +18.1% | CL A | 57636Q104 |
| ORCL | ORACLE CORP | 22,535 | $3.151M | 1.0% | $139.81 | $94.86 | +46.3% | COM | 68389X105 |
| GS | GOLDMAN SACHS GROUP INC | 5,564 | $3.039M | 0.9% | $546.26 | $389.96 | +38.0% | COM | 38141G104 |
| EMXC | ISHARES INC | 52,155 | $2.873M | 0.9% | $55.09 | $52.43 | +5.1% | MSCI EMRG CHN | 46434G764 |
| GLD | SPDR GOLD TR | 9,956 | $2.869M | 0.9% | $288.14 | $229.00 | +25.8% | GOLD SHS | 78463V107 |
| ABBV | ABBVIE INC | 13,685 | $2.867M | 0.9% | $209.52 * | $115.67 | +76.7% | COM | 00287Y109 |
| IDU | ISHARES TR | 27,803 | $2.82M | 0.9% | $101.42 | $94.93 | +6.8% | U.S. UTILITS ETF | 464287697 |
| FISV | FISERV INC | 12,746 | $2.815M | 0.9% | $220.84 | $118.99 | +85.6% | COM | 337738108 |
| XLF | SELECT SECTOR SPDR TR | 55,862 | $2.782M | 0.9% | $49.81 | $48.40 | +2.9% | FINANCIAL | 81369Y605 |
| RTX | RTX CORPORATION | 20,631 | $2.733M | 0.9% | $132.46 | $103.85 | +25.8% | COM | 75513E101 |
| EW | EDWARDS LIFESCIENCES CORP | 37,038 | $2.685M | 0.8% | $72.48 | $82.32 | -12.0% | COM | 28176E108 |
| PAYX | PAYCHEX INC | 17,182 | $2.651M | 0.8% | $154.28 * | $90.73 | +66.0% | COM | 704326107 |
| QQQ | INVESCO QQQ TR | 5,349 | $2.508M | 0.8% | $468.92 | $450.89 | +4.0% | UNIT SER 1 | 46090E103 |
| IWP | ISHARES TR | 21,245 | $2.496M | 0.8% | $117.49 | $128.55 | -8.6% | RUS MD CP GR ETF | 464287481 |
| OSK | OSHKOSH CORP | 26,327 | $2.477M | 0.8% | $94.08 | $90.99 | +1.7% | COM | 688239201 |
| IWF | ISHARES TR | 6,809 | $2.458M | 0.8% | $361.06 * | $63.59 | +42.0% | RUS 1000 GRW ETF | 464287614 |
| XLK | SELECT SECTOR SPDR TR | 11,901 | $2.457M | 0.8% | $206.48 * | $113.37 | -8.9% | TECHNOLOGY | 81369Y803 |
| NOC | NORTHROP GRUMMAN CORP | 4,616 | $2.363M | 0.7% | $511.99 | $348.07 | +45.2% | COM | 666807102 |
| BLK | BLACKROCK INC | 2,467 | $2.335M | 0.7% | $946.31 | $990.50 | -5.9% | COM | 09290D101 |
| IJR | ISHARES TR | 21,994 | $2.3M | 0.7% | $104.57 | $109.11 | -4.2% | CORE S&P SCP ETF | 464287804 |
| AMT | AMERICAN TOWER CORP NEW | 10,276 | $2.236M | 0.7% | $217.60 * | $192.09 | +9.4% | COM | 03027X100 |
| NSC | NORFOLK SOUTHN CORP | 9,083 | $2.151M | 0.7% | $236.86 | $222.94 | +4.6% | COM | 655844108 |
| PSA | PUBLIC STORAGE OPER CO | 6,943 | $2.078M | 0.6% | $299.31 * | $225.84 | +28.4% | COM | 74460D109 |
| LNG | CHENIERE ENERGY INC | 8,919 | $2.064M | 0.6% | $231.39 | $158.51 | +46.0% | COM NEW | 16411R208 |
| AMGN | AMGEN INC | 6,577 | $2.049M | 0.6% | $311.57 * | $197.48 | +54.0% | COM | 031162100 |
| IBTH | ISHARES TR | 88,356 | $1.981M | 0.6% | $22.42 | $22.22 | +0.9% | IBONDS 27 TRM TS | 46436E841 |
| ADI | ANALOG DEVICES INC | 9,384 | $1.892M | 0.6% | $201.66 | $160.40 | +24.2% | COM | 032654105 |
| AMZN | AMAZON COM INC | 9,771 | $1.859M | 0.6% | $190.26 | $146.76 | +29.6% | COM | 023135106 |
| SHY | ISHARES TR | 20,989 | $1.736M | 0.5% | $82.73 | $82.22 | +0.6% | 1 3 YR TREAS BD | 464287457 |
| EPR | EPR PPTYS | 32,956 | $1.734M | 0.5% | $52.61 | $47.32 | — | COM SH BEN INT | 26884U109 |
| IEF | ISHARES TR | 17,988 | $1.715M | 0.5% | $95.37 | $106.47 | -10.4% | 7-10 YR TRSY BD | 464287440 |
| TROW | PRICE T ROWE GROUP INC | 18,447 | $1.695M | 0.5% | $91.87 * | $103.51 | -14.5% | COM | 74144T108 |
| VRTX | VERTEX PHARMACEUTICALS INC | 3,455 | $1.675M | 0.5% | $484.82 | $340.74 | +42.3% | COM | 92532F100 |
| NMFC | NEW MTN FIN CORP | 145,346 | $1.603M | 0.5% | $11.03 * | $9.89 | +1.2% | COM | 647551100 |
| XOM | EXXON MOBIL CORP | 13,477 | $1.603M | 0.5% | $118.93 * | $80.62 | +43.6% | COM | 30231G102 |
| AMD | ADVANCED MICRO DEVICES INC | 15,322 | $1.574M | 0.5% | $102.74 | $127.26 | -19.3% | COM | 007903107 |
| FCNCA | FIRST CTZNS BANCSHARES INC N | 844 | $1.565M | 0.5% | $1854.15 | $1688.85 | +9.4% | CL A | 31946M103 |
| OHI | OMEGA HEALTHCARE INVS INC | 39,814 | $1.516M | 0.5% | $38.08 | $33.80 | — | COM | 681936100 |
| ARM | ARM HOLDINGS PLC | 13,922 | $1.487M | 0.5% | $106.79 | $82.69 | +29.2% | SPONSORED ADS | 042068205 |
| MAIN | MAIN STR CAP CORP | 26,096 | $1.476M | 0.5% | $56.56 | $47.91 | +18.0% | COM | 56035L104 |
| GOOG | ALPHABET INC | 9,069 | $1.417M | 0.4% | $156.22 | $139.60 | +11.6% | CAP STK CL C | 02079K107 |
| — | DISCOVER FINL SVCS | 8,263 | $1.411M | 0.4% | $170.71 | $125.52 | — | COM | 254709108 |
| ISRG | INTUITIVE SURGICAL INC | 2,823 | $1.398M | 0.4% | $495.27 | $337.63 | +46.7% | COM NEW | 46120E602 |
| HPE | HEWLETT PACKARD ENTERPRISE C | 90,509 | $1.397M | 0.4% | $15.43 | $15.89 | -4.7% | COM | 42824C109 |
| DBP | INVESCO DB MULTI-SECTOR COMM | 19,416 | $1.387M | 0.4% | $71.45 | $64.34 | +11.1% | PRECIOUS METAL | 46140H502 |
| ANET | ARISTA NETWORKS INC | 17,413 | $1.349M | 0.4% | $77.48 | $102.84 | -24.7% | COM SHS | 040413205 |
| EEM | ISHARES TR | 30,777 | $1.345M | 0.4% | $43.70 | $40.20 | +8.7% | MSCI EMG MKT ETF | 464287234 |
| ABT | ABBOTT LABS | 10,030 | $1.33M | 0.4% | $132.65 | $79.23 | +65.2% | COM | 002824100 |
| NXPI | NXP SEMICONDUCTORS N V | 6,947 | $1.32M | 0.4% | $190.06 | $192.71 | -2.7% | COM | N6596X109 |
| CVX | CHEVRON CORP NEW | 7,630 | $1.276M | 0.4% | $167.30 * | $118.31 | +36.6% | COM | 166764100 |
| CWB | SPDR SER TR | 16,534 | $1.267M | 0.4% | $76.62 | $72.84 | +5.2% | BBG CONV SEC ETF | 78464A359 |
| PEP | PEPSICO INC | 8,406 | $1.26M | 0.4% | $149.95 * | $143.42 | +1.4% | COM | 713448108 |
| DBA | INVESCO DB MULTI-SECTOR COMM | 47,606 | $1.254M | 0.4% | $26.34 | $26.17 | +0.6% | AGRICULTURE FD | 46140H106 |
| NOG | NORTHERN OIL &GAS INC | 41,465 | $1.253M | 0.4% | $30.23 | $36.12 | -16.3% | COM | 665531307 |
| RY | ROYAL BK CDA | 10,932 | $1.232M | 0.4% | $112.72 | $105.99 | +6.4% | COM | 780087102 |
| NKE | NIKE INC | 19,393 | $1.231M | 0.4% | $63.48 | $88.24 | -29.4% | CL B | 654106103 |
| ARCC | ARES CAPITAL CORP | 54,978 | $1.218M | 0.4% | $22.16 * | $16.76 | +23.7% | COM | 04010L103 |
| ABR | ARBOR REALTY TRUST INC | 102,893 | $1.209M | 0.4% | $11.75 | $13.95 | — | COM | 038923108 |
| SHOP | SHOPIFY INC | 12,444 | $1.188M | 0.4% | $95.48 | $83.40 | +14.5% | CL A | 82509L107 |
| JEPI | J P MORGAN EXCHANGE TRADED F | 20,509 | $1.172M | 0.4% | $57.14 | $55.04 | +3.8% | EQUITY PREMIUM | 46641Q332 |
| WTM | WHITE MTNS INS GROUP LTD | 592 | $1.14M | 0.4% | $1925.81 | $1767.13 | +9.0% | COM | G9618E107 |
| TRMD | TORM PLC | 68,441 | $1.128M | 0.4% | $16.48 * | $25.35 | -39.3% | SHS CL A | G89479102 |
| OGE | OGE ENERGY CORP | 24,097 | $1.107M | 0.3% | $45.96 | $35.57 | +29.2% | COM | 670837103 |
| PLTR | PALANTIR TECHNOLOGIES INC | 12,881 | $1.087M | 0.3% | $84.40 | $14.80 | +470.2% | CL A | 69608A108 |
| PR | PERMIAN RESOURCES CORP | 71,419 | $989K | 0.3% | $13.85 | $14.86 | -6.8% | CLASS A COM | 71424F105 |
| FLOT | ISHARES TR | 18,996 | $970K | 0.3% | $51.05 | $50.82 | +0.5% | FLTG RATE NT ETF | 46429B655 |
| IBTI | ISHARES TR | 42,665 | $949K | 0.3% | $22.25 | $22.03 | +1.0% | IBONDS 28 TRM TS | 46436E833 |
| LQD | ISHARES TR | 8,626 | $938K | 0.3% | $108.69 | $128.00 | -15.1% | IBOXX INV CP ETF | 464287242 |
| EA | ELECTRONIC ARTS INC | 6,239 | $902K | 0.3% | $144.52 | $130.30 | +10.5% | COM | 285512109 |
| CDNS | CADENCE DESIGN SYSTEM INC | 3,499 | $890K | 0.3% | $254.33 | $277.64 | -8.4% | COM | 127387108 |
| CNX | CNX RES CORP | 25,874 | $815K | 0.3% | $31.48 | $24.27 | +29.7% | COM | 12653C108 |
| XEL | XCEL ENERGY INC | 10,964 | $776K | 0.2% | $70.79 * | $55.16 | +25.3% | COM | 98389B100 |
| RNR | RENAISSANCERE HLDGS LTD | 3,183 | $764K | 0.2% | $239.98 | $202.50 | +18.5% | COM | G7496G103 |
| DE | DEERE &CO | 1,593 | $748K | 0.2% | $469.48 | $376.93 | +23.3% | COM | 244199105 |
| SNPS | SYNOPSYS INC | 1,718 | $737K | 0.2% | $428.85 | $535.56 | -19.9% | COM | 871607107 |
| MU | MICRON TECHNOLOGY INC | 8,357 | $726K | 0.2% | $86.89 | $82.55 | +5.1% | COM | 595112103 |
| SOFI | SOFI TECHNOLOGIES INC | 61,777 | $718K | 0.2% | $11.63 | $13.16 | -11.6% | COM | 83406F102 |
| BXP | BXP INC | 10,559 | $709K | 0.2% | $67.19 * | $60.24 | +7.8% | COM | 101121101 |
| CSCO | CISCO SYS INC | 11,355 | $701K | 0.2% | $61.71 * | $46.35 | +30.0% | COM | 17275R102 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 2,461 | $695K | 0.2% | $282.56 | $359.62 | -21.4% | CL A | 989207105 |
| AEP | AMERICAN ELEC PWR CO INC | 6,334 | $692K | 0.2% | $109.27 * | $82.40 | +29.3% | COM | 025537101 |
| PBA | PEMBINA PIPELINE CORP | 16,578 | $664K | 0.2% | $40.03 | $39.30 | +0.5% | COM | 706327103 |
| PYPL | PAYPAL HLDGS INC | 9,984 | $651K | 0.2% | $65.25 | $72.78 | -10.5% | COM | 70450Y103 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3,852 | $639K | 0.2% | $166.00 | $194.34 | -14.6% | SPONSORED ADS | 874039100 |
| MNST | MONSTER BEVERAGE CORP NEW | 10,236 | $599K | 0.2% | $58.52 | $53.21 | +10.0% | COM | 61174X109 |
| D | DOMINION ENERGY INC | 10,682 | $599K | 0.2% | $56.07 * | $52.09 | +4.0% | COM | 25746U109 |
| PNC | PNC FINL SVCS GROUP INC | 3,335 | $586K | 0.2% | $175.76 * | $143.67 | +19.0% | COM | 693475105 |
| IAGG | ISHARES TR | 11,571 | $578K | 0.2% | $49.99 | $48.81 | +2.4% | CORE INTL AGGR | 46435G672 |
| EOG | EOG RES INC | 4,304 | $552K | 0.2% | $128.24 * | $108.35 | +15.2% | COM | 26875P101 |
| DELL | DELL TECHNOLOGIES INC | 5,745 | $524K | 0.2% | $91.15 | $123.70 | -27.3% | CL C | 24703L202 |
| ZTS | ZOETIS INC | 3,109 | $512K | 0.2% | $164.66 | $167.63 | -2.8% | CL A | 98978V103 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | 12,408 | $508K | 0.2% | $40.96 | $37.80 | — | SH BEN INT | 91359E105 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 10,021 | $503K | 0.2% | $50.21 | $58.52 | -14.2% | COM | 169656105 |
| PG | PROCTER AND GAMBLE CO | 2,846 | $485K | 0.2% | $170.43 | $122.53 | +36.3% | COM | 742718109 |
| MANH | MANHATTAN ASSOCIATES INC | 2,797 | $484K | 0.2% | $173.04 | $284.91 | -39.3% | COM | 562750109 |
| HYG | ISHARES TR | 6,105 | $482K | 0.1% | $78.89 | $75.70 | +4.2% | IBOXX HI YD ETF | 464288513 |
| TXN | TEXAS INSTRS INC | 2,658 | $478K | 0.1% | $179.67 * | $161.03 | +8.9% | COM | 882508104 |
| PLD | PROLOGIS INC. | 4,244 | $474K | 0.1% | $111.78 * | $94.62 | +15.1% | COM | 74340W103 |
| BMI | BADGER METER INC | 2,368 | $451K | 0.1% | $190.25 | $90.56 | +108.8% | COM | 056525108 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 755 | $402K | 0.1% | $532.58 | $280.77 | +89.7% | CL B NEW | 084670702 |
| TMO | THERMO FISHER SCIENTIFIC INC | 792 | $394K | 0.1% | $497.76 | $508.06 | -2.3% | COM | 883556102 |
| ES | EVERSOURCE ENERGY | 5,791 | $360K | 0.1% | $62.11 * | $53.94 | +11.2% | COM | 30040W108 |
| KMB | KIMBERLY-CLARK CORP | 2,526 | $359K | 0.1% | $142.22 * | $113.62 | +21.3% | COM | 494368103 |
| BNTX | BIONTECH SE | 3,930 | $358K | 0.1% | $91.05 | $143.39 | -36.5% | SPONSORED ADS | 09075V102 |
| GOOGL | ALPHABET INC | 2,275 | $352K | 0.1% | $154.64 | $133.59 | +15.4% | CAP STK CL A | 02079K305 |
| TRP | TC ENERGY CORP | 7,401 | $349K | 0.1% | $47.21 | $45.56 | +2.3% | COM | 87807B107 |
| DDOG | DATADOG INC | 3,405 | $338K | 0.1% | $99.21 | $107.28 | -7.5% | CL A COM | 23804L103 |
| NFLX | NETFLIX INC | 350 | $326K | 0.1% | $932.53 * | $67.57 | +38.0% | COM | 64110L106 |
| GPC | GENUINE PARTS CO | 2,724 | $325K | 0.1% | $119.16 * | $125.87 | -7.5% | COM | 372460105 |
| MFC | MANULIFE FINL CORP | 10,061 | $313K | 0.1% | $31.15 | $30.98 | +0.5% | COM | 56501R106 |
| MRVL | MARVELL TECHNOLOGY INC | 4,844 | $298K | 0.1% | $61.57 | $92.47 | -33.6% | COM | 573874104 |
| VO | VANGUARD INDEX FDS | 1,144 | $296K | 0.1% | $258.62 * | $57.75 | +12.0% | MID CAP ETF | 922908629 |
| OXY | OCCIDENTAL PETE CORP | 5,632 | $278K | 0.1% | $49.36 | $57.68 | -15.8% | COM | 674599105 |
| WEC | WEC ENERGY GROUP INC | 2,457 | $268K | 0.1% | $108.98 * | $80.63 | +31.8% | COM | 92939U106 |
| PFS | PROVIDENT FINL SVCS INC | 15,181 | $261K | 0.1% | $17.17 * | $14.46 | +13.0% | COM | 74386T105 |
| TER | TERADYNE INC | 2,961 | $245K | 0.1% | $82.60 | $117.29 | -29.8% | COM | 880770102 |
| TSLA | TESLA INC | 923 | $239K | 0.1% | $259.16 | $241.15 | +7.5% | COM | 88160R101 |
| VV | VANGUARD INDEX FDS | 895 | $230K | 0.1% | $257.03 | $195.17 | +31.7% | LARGE CAP ETF | 922908637 |
| INSW | INTERNATIONAL SEAWAYS INC | 6,873 | $228K | 0.1% | $33.20 * | $43.09 | -26.6% | COM | Y41053102 |
| IBKR | INTERACTIVE BROKERS GROUP IN | 1,352 | $224K | 0.1% | $165.60 * | $42.33 | -2.6% | COM CL A | 45841N107 |
| TLH | ISHARES TR | 2,109 | $219K | 0.1% | $103.74 | $101.36 | +2.4% | 10-20 YR TRS ETF | 464288653 |
| IBTJ | ISHARES TR | 9,842 | $214K | 0.1% | $21.77 | $21.48 | +1.3% | IBONDS 29 TRM TS | 46436E825 |
| KLAC | KLA CORP | 304 | $207K | 0.1% | $679.87 | $714.90 | -5.5% | COM NEW | 482480100 |
| UNH | UNITEDHEALTH GROUP INC | 388 | $203K | 0.1% | $523.75 | $499.48 | +2.8% | COM | 91324P102 |
| MUB | ISHARES TR | 1,897 | $200K | 0.1% | $105.44 | $114.97 | -8.3% | NATIONAL MUN ETF | 464288414 |
| NAGE | NIAGEN BIOSCIENCE INC | 20,950 | $145K | 0.0% | $6.90 | $8.72 | -20.9% | COM NEW | 171077407 |