Southland Equity Partners LLC Diversified Active

CIK: 0002006517 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value ($000): $254,456 (100.0% shares, 0.0% debt)

Holdings (177)

PMAR INNOVATOR ETFS TR 9.8%
Value ($000) $24,910 Shares 774,328 Est. Cost $32.17 Unrealized
AAPL APPLE INC 8.5%
Value ($000) $21,752 Shares 131,910 Est. Cost $118.56 Unrealized +22.7%
PJAN INNOVATOR ETFS TR 6.1%
Value ($000) $15,554 Shares 468,360 Est. Cost $31.19 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 5.5%
Value ($000) $14,113 Shares 397,551 Est. Cost $31.21 Unrealized
VOO VANGUARD INDEX FDS 4.4%
Value ($000) $11,257 Shares 29,932 Est. Cost $369.60 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 3.2%
Value ($000) $8,205 Shares 62,871 Est. Cost $145.42 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.8%
Value ($000) $7,063 Shares 156,373 Est. Cost $48.53 Unrealized
BUFF INNOVATOR ETFS TR 2.6%
Value ($000) $6,593 Shares 183,527 Est. Cost $33.10 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 2.1%
Value ($000) $5,453 Shares 74,756 Est. Cost $68.42 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 2.1%
Value ($000) $5,437 Shares 36,776 Est. Cost $219.82 Unrealized
PMAY INNOVATOR ETFS TR 1.8%
Value ($000) $4,629 Shares 160,630 Est. Cost $27.54 Unrealized
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $4,190 Shares 28,178 Est. Cost $120.79 Unrealized +10.3%
PFEB INNOVATOR ETFS TR 1.6%
Value ($000) $4,124 Shares 141,071 Est. Cost $28.15 Unrealized
PAPR INNOVATOR ETFS TR 1.6%
Value ($000) $3,972 Shares 135,100 Est. Cost $27.55 Unrealized
QQQ INVESCO QQQ TR 1.5%
Value ($000) $3,736 Shares 11,642 Est. Cost $319.69 Unrealized
SCHO SCHWAB STRATEGIC TR 1.4%
Value ($000) $3,647 Shares 74,748 Est. Cost $50.32 Unrealized
PJUL INNOVATOR ETFS TR 1.3%
Value ($000) $3,230 Shares 102,096 Est. Cost $29.28 Unrealized
MTUM ISHARES TR 1.2%
Value ($000) $3,157 Shares 22,705 Est. Cost $162.92 Unrealized
VYM VANGUARD WHITEHALL FDS 1.2%
Value ($000) $3,075 Shares 29,149 Est. Cost $104.43 Unrealized
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $2,786 Shares 11,168 Est. Cost $253.81 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.1%
Value ($000) $2,696 Shares 67,138 Est. Cost $37.30 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,425 Shares 8,412 Est. Cost $219.12 Unrealized +13.8%
VXF VANGUARD INDEX FDS 0.9%
Value ($000) $2,319 Shares 16,544 Est. Cost $168.33 Unrealized
PJUN INNOVATOR ETFS TR 0.9%
Value ($000) $2,167 Shares 70,429 Est. Cost $29.83 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $2,097 Shares 51,915 Est. Cost $48.90 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $2,050 Shares 14,841 Est. Cost $120.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,025 Shares 6,557 Est. Cost $245.01 Unrealized +25.8%
PAUG INNOVATOR ETFS TR 0.8%
Value ($000) $1,950 Shares 66,092 Est. Cost $27.63 Unrealized
DGRO ISHARES TR 0.7%
Value ($000) $1,801 Shares 36,026 Est. Cost $50.19 Unrealized
FCAL FIRST TR EXCH TRADED FD III 0.7%
Value ($000) $1,750 Shares 35,551 Est. Cost $53.08 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.6%
Value ($000) $1,650 Shares 26,633 Est. Cost $67.18 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,599 Shares 21,176 Est. Cost $79.33 Unrealized
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,576 Shares 21,548 Est. Cost $71.54 Unrealized
BOND PIMCO ETF TR 0.6%
Value ($000) $1,568 Shares 16,907 Est. Cost $100.56 Unrealized
POCT INNOVATOR ETFS TR 0.6%
Value ($000) $1,533 Shares 48,452 Est. Cost $30.07 Unrealized
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,474 Shares 19,274 Est. Cost $82.20 Unrealized
IMTM ISHARES TR 0.6%
Value ($000) $1,436 Shares 44,430 Est. Cost $37.42 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,383 Shares 6,668 Est. Cost $223.92 Unrealized -22.1%
FMB FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $1,291 Shares 25,336 Est. Cost $56.57 Unrealized
DON WISDOMTREE TR 0.5%
Value ($000) $1,274 Shares 31,082 Est. Cost $34.95 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,208 Shares 11,696 Est. Cost $123.63 Unrealized -21.8%
USMV ISHARES TR 0.5%
Value ($000) $1,207 Shares 16,593 Est. Cost $68.12 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.5%
Value ($000) $1,191 Shares 24,351 Est. Cost $58.19 Unrealized
SPIP SPDR SER TR 0.5%
Value ($000) $1,166 Shares 43,734 Est. Cost $30.99 Unrealized
BAPR INNOVATOR ETFS TR 0.4%
Value ($000) $1,120 Shares 33,374 Est. Cost $31.94 Unrealized
PNOV INNOVATOR ETFS TR 0.4%
Value ($000) $1,093 Shares 34,375 Est. Cost $30.35 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $1,080 Shares 5,121 Est. Cost $214.53 Unrealized
STIP ISHARES TR 0.4%
Value ($000) $1,064 Shares 10,721 Est. Cost $104.88 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,060 Shares 59,444 Est. Cost $16.32 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $898 Shares 3,044 Est. Cost $257.15 Unrealized +10.7%
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $852 Shares 16,809 Est. Cost $55.19 Unrealized
PTNQ PACER FDS TR 0.3%
Value ($000) $786 Shares 14,323 Est. Cost $52.11 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $747 Shares 4,817 Est. Cost $134.29 Unrealized +10.1%
MCD MCDONALDS CORP 0.3%
Value ($000) $730 Shares 2,610 Est. Cost $224.57 Unrealized +11.6%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $730 Shares 5,600 Est. Cost $109.46 Unrealized +17.1%
ABBV ABBVIE INC 0.3%
Value ($000) $719 Shares 4,510 Est. Cost $87.10 Unrealized +58.6%
NUVEEN CA QUALTY MUN INCOME 0.3%
Value ($000) $701 Shares 63,650 Est. Cost $11.03 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $696 Shares 3,670 Est. Cost $196.50 Unrealized
PDEC INNOVATOR ETFS TR 0.3%
Value ($000) $683 Shares 21,725 Est. Cost $31.55 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $680 Shares 17,475 Est. Cost $39.52 Unrealized -17.3%
NNN NATIONAL RETAIL PROPERTIES I 0.3%
Value ($000) $677 Shares 15,334 Est. Cost $42.56 Unrealized
ICSH ISHARES TR 0.3%
Value ($000) $665 Shares 13,240 Est. Cost $50.25 Unrealized
T AT&T INC 0.3%
Value ($000) $651 Shares 33,795 Est. Cost $15.60 Unrealized +4.9%
FNX FIRST TR MID CAP CORE ALPHAD 0.3%
Value ($000) $648 Shares 7,200 Est. Cost $83.04 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $641 Shares 2,306 Est. Cost $19.91 Unrealized +8.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $637 Shares 3,903 Est. Cost $80.72 Unrealized +83.9%
BX BLACKSTONE INC 0.2%
Value ($000) $624 Shares 7,109 Est. Cost $56.21 Unrealized +44.4%
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $623 Shares 8,122 Est. Cost $90.78 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $614 Shares 9,842 Est. Cost $60.66 Unrealized
UJAN INNOVATOR ETFS TR 0.2%
Value ($000) $609 Shares 19,595 Est. Cost $30.00 Unrealized
BJUN INNOVATOR ETFS TR 0.2%
Value ($000) $595 Shares 18,589 Est. Cost $29.82 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $581 Shares 3,185 Est. Cost $126.68 Unrealized +25.3%
EUDG WISDOMTREE TR 0.2%
Value ($000) $579 Shares 19,198 Est. Cost $28.78 Unrealized
WBIY ABSOLUTE SHS TR 0.2%
Value ($000) $564 Shares 21,181 Est. Cost $22.77 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $555 Shares 8,504 Est. Cost $56.66 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $549 Shares 2,689 Est. Cost $196.07 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $549 Shares 11,784 Est. Cost $53.75 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $545 Shares 13,362 Est. Cost $63.76 Unrealized
IQLT ISHARES TR 0.2%
Value ($000) $539 Shares 15,270 Est. Cost $30.31 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $534 Shares 3,466 Est. Cost $145.98 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $532 Shares 8,397 Est. Cost $48.21 Unrealized +14.4%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $528 Shares 42,330 Est. Cost $9.58 Unrealized
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $525 Shares 10,981 Est. Cost $47.58 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.2%
Value ($000) $495 Shares 30,881 Est. Cost $24.91 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $494 Shares 10,315 Est. Cost $51.47 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $489 Shares 5,947 Est. Cost $82.76 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $488 Shares 5,894 Est. Cost $79.25 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $487 Shares 2,657 Est. Cost $174.80 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $477 Shares 3,739 Est. Cost $124.33 Unrealized -6.4%
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $469 Shares 12,563 Est. Cost $42.30 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $460 Shares 1,840 Est. Cost $230.99 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $458 Shares 3,416 Est. Cost $134.07 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $455 Shares 4,153 Est. Cost $46.92 Unrealized +113.5%
TAIL CAMBRIA ETF TR 0.2%
Value ($000) $453 Shares 30,803 Est. Cost $16.85 Unrealized
SYLD CAMBRIA ETF TR 0.2%
Value ($000) $453 Shares 7,709 Est. Cost $55.00 Unrealized
MMTM SPDR SER TR 0.2%
Value ($000) $436 Shares 2,581 Est. Cost $162.09 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $435 Shares 7,832 Est. Cost $57.82 Unrealized
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $433 Shares 5,644 Est. Cost $106.81 Unrealized
MOAT VANECK ETF TRUST 0.2%
Value ($000) $423 Shares 5,729 Est. Cost $72.39 Unrealized
IHDG WISDOMTREE TR 0.2%
Value ($000) $408 Shares 10,353 Est. Cost $35.85 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $408 Shares 2,561 Est. Cost $86.13 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $381 Shares 824 Est. Cost $83.54 Unrealized +28.7%
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $375 Shares 8,227 Est. Cost $45.72 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $368 Shares 8,499 Est. Cost $41.57 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $363 Shares 3,099 Est. Cost $101.04 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $360 Shares 7,962 Est. Cost $47.73 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $357 Shares 5,993 Est. Cost $60.03 Unrealized
KORP AMERICAN CENTY ETF TR 0.1%
Value ($000) $355 Shares 7,663 Est. Cost $51.79 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $355 Shares 3,673 Est. Cost $91.90 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $355 Shares 6,642 Est. Cost $63.36 Unrealized
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $351 Shares 22,245 Est. Cost $15.78 Unrealized
DE DEERE & CO 0.1%
Value ($000) $348 Shares 842 Est. Cost $232.12 Unrealized +71.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $347 Shares 3,332 Est. Cost $85.91 Unrealized +13.0%
AIRR FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $343 Shares 7,151 Est. Cost $48.02 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $332 Shares 7,406 Est. Cost $50.71 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $331 Shares 6,258 Est. Cost $35.70 Unrealized +32.3%
GOOG ALPHABET INC 0.1%
Value ($000) $331 Shares 3,179 Est. Cost $110.45 Unrealized -13.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $329 Shares 8,634 Est. Cost $23.12 Unrealized +40.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $327 Shares 2,529 Est. Cost $119.99 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $320 Shares 4,716 Est. Cost $77.47 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $318 Shares 4,576 Est. Cost $55.58 Unrealized +9.2%
AMGN AMGEN INC 0.1%
Value ($000) $315 Shares 1,304 Est. Cost $215.59 Unrealized +3.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $314 Shares 768 Est. Cost $395.24 Unrealized
DWX SPDR INDEX SHS FDS 0.1%
Value ($000) $311 Shares 9,067 Est. Cost $39.33 Unrealized
IDMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $310 Shares 9,560 Est. Cost $31.72 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $308 Shares 5,650 Est. Cost $56.26 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $305 Shares 5,843 Est. Cost $36.96 Unrealized +21.3%
SDY SPDR SER TR 0.1%
Value ($000) $304 Shares 2,460 Est. Cost $107.50 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $301 Shares 1,845 Est. Cost $109.17 Unrealized +34.1%
DES WISDOMTREE TR 0.1%
Value ($000) $299 Shares 10,481 Est. Cost $26.60 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $297 Shares 3,197 Est. Cost $73.20 Unrealized +15.8%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $296 Shares 1,370 Est. Cost $269.60 Unrealized
IQDY FLEXSHARES TR 0.1%
Value ($000) $295 Shares 11,231 Est. Cost $27.68 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $292 Shares 3,000 Est. Cost $63.07 Unrealized +37.9%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $289 Shares 1,912 Est. Cost $130.01 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $283 Shares 2,854 Est. Cost $49.31 Unrealized +101.8%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $280 Shares 3,792 Est. Cost $85.54 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $280 Shares 591 Est. Cost $310.33 Unrealized +39.6%
PFE PFIZER INC 0.1%
Value ($000) $279 Shares 6,840 Est. Cost $29.45 Unrealized +24.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $277 Shares 605 Est. Cost $423.67 Unrealized
XES SPDR SER TR 0.1%
Value ($000) $276 Shares 3,671 Est. Cost $75.21 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $276 Shares 10,067 Est. Cost $28.19 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $275 Shares 3,836 Est. Cost $54.42 Unrealized +24.5%
ABT ABBOTT LABS 0.1%
Value ($000) $274 Shares 2,702 Est. Cost $100.11 Unrealized -0.1%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $273 Shares 10,558 Est. Cost $21.96 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $271 Shares 1,396 Est. Cost $162.88 Unrealized -2.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $269 Shares 2,054 Est. Cost $112.45 Unrealized +7.4%
IPAC ISHARES TR 0.1%
Value ($000) $269 Shares 4,755 Est. Cost $53.86 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $264 Shares 6,971 Est. Cost $43.27 Unrealized -20.0%
WBIG ABSOLUTE SHS TR 0.1%
Value ($000) $263 Shares 11,771 Est. Cost $23.67 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $262 Shares 2,721 Est. Cost $77.24 Unrealized +14.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $253 Shares 737 Est. Cost $243.85 Unrealized +35.3%
HEDJ WISDOMTREE TR 0.1%
Value ($000) $253 Shares 3,079 Est. Cost $66.30 Unrealized
WMT WALMART INC 0.1%
Value ($000) $253 Shares 1,714 Est. Cost $45.66 Unrealized +0.3%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $249 Shares 1,723 Est. Cost $144.62 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $248 Shares 2,694 Est. Cost $90.75 Unrealized
BJUL INNOVATOR ETFS TR 0.1%
Value ($000) $244 Shares 7,479 Est. Cost $32.67 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $243 Shares 7,574 Est. Cost $29.80 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $243 Shares 2,670 Est. Cost $79.83 Unrealized +2.8%
IGM ISHARES TR 0.1%
Value ($000) $241 Shares 709 Est. Cost $339.32 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $240 Shares 1,783 Est. Cost $106.44 Unrealized +10.5%
KO COCA COLA CO 0.1%
Value ($000) $239 Shares 3,859 Est. Cost $54.94 Unrealized +0.8%
MPLX MPLX LP 0.1%
Value ($000) $237 Shares 6,872 Est. Cost $29.59 Unrealized
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $236 Shares 4,573 Est. Cost $50.68 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $233 Shares 469 Est. Cost $495.39 Unrealized -4.9%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $231 Shares 695 Est. Cost $331.33 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $230 Shares 2,220 Est. Cost $95.22 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $230 Shares 7,677 Est. Cost $29.58 Unrealized -0.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $222 Shares 2,976 Est. Cost $72.92 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $217 Shares 7,729 Est. Cost $27.02 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $213 Shares 5,039 Est. Cost $40.74 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $213 Shares 6,623 Est. Cost $29.48 Unrealized
IPO RENAISSANCE CAP GREENWICH FD 0.1%
Value ($000) $207 Shares 7,080 Est. Cost $29.27 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $203 Shares 5,840 Est. Cost $34.76 Unrealized
PPL PPL CORP 0.1%
Value ($000) $201 Shares 7,232 Est. Cost $24.70 Unrealized +3.6%
PIMCO CORPORATE & INCOME OPP 0.1%
Value ($000) $140 Shares 11,221 Est. Cost $18.27 Unrealized
DLNG DYNAGAS LNG PARTNERS LP 0.0%
Value ($000) $39 Shares 13,800 Est. Cost $3.06 Unrealized