Wealth Alliance Advisory Group, LLC Diversified Active

Location: Wichita, KS

CIK: 0001735734 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 29, 2026

Total Value: $584M (100.0% shares, 0.0% debt)

Holdings (197)

IVV ISHARES TR 9.4%
Value $54.69M Shares 79,853 Est. Cost $344.62 Unrealized
VTV VANGUARD INDEX FDS 6.7%
Value $38.84M Shares 203,364 Est. Cost $134.61 Unrealized
FBND FIDELITY MERRIMACK STR TR 6.0%
Value $34.92M Shares 758,451 Est. Cost $44.41 Unrealized
FENI FIDELITY COVINGTON TRUST 5.2%
Value $30.61M Shares 836,882 Est. Cost $29.95 Unrealized
PYLD PIMCO ETF TR 5.2%
Value $30.57M Shares 1,145,913 Est. Cost $25.33 Unrealized
VUG VANGUARD INDEX FDS 5.0%
Value $29.36M Shares 60,189 Est. Cost $234.94 Unrealized
CWI SPDR INDEX SHS FDS 3.0%
Value $17.53M Shares 488,048 Est. Cost $29.77 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.6%
Value $15.39M Shares 25,516 Est. Cost $426.73 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 2.2%
Value $13.09M Shares 281,948 Est. Cost $44.73 Unrealized
VTI VANGUARD INDEX FDS 2.2%
Value $12.88M Shares 38,431 Est. Cost $284.27 Unrealized
AAPL APPLE INC 2.2%
Value $12.57M Shares 46,234 Est. Cost $110.42 Unrealized +143.0%
NVDA NVIDIA CORPORATION 2.0%
Value $11.69M Shares 62,681 Est. Cost $94.11 Unrealized +97.8%
JMUB J P MORGAN EXCHANGE TRADED F 1.7%
Value $10.12M Shares 200,308 Est. Cost $48.96 Unrealized
MUNI PIMCO ETF TR 1.7%
Value $9.982M Shares 190,455 Est. Cost $50.63 Unrealized
MSFT MICROSOFT CORP 1.6%
Value $9.495M Shares 19,633 Est. Cost $181.33 Unrealized +176.1%
SPAB SPDR SERIES TRUST 1.5%
Value $8.692M Shares 337,548 Est. Cost $25.61 Unrealized
SPTM SPDR SERIES TRUST 1.4%
Value $8.279M Shares 100,352 Est. Cost $68.84 Unrealized
FYX FIRST TR EXCHANGE-TRADED ALP 1.2%
Value $7.049M Shares 62,303 Est. Cost $76.38 Unrealized
SPEM SPDR INDEX SHS FDS 1.2%
Value $6.808M Shares 145,433 Est. Cost $32.15 Unrealized
GOOG ALPHABET INC 1.2%
Value $6.781M Shares 21,609 Est. Cost $132.41 Unrealized +116.2%
AMZN AMAZON COM INC 1.1%
Value $6.58M Shares 28,506 Est. Cost $144.21 Unrealized +58.6%
LLY ELI LILLY & CO 1.1%
Value $6.562M Shares 6,106 Est. Cost $507.18 Unrealized +88.4%
XOM EXXON MOBIL CORP 1.0%
Value $6.065M Shares 50,398 Est. Cost $58.15 Unrealized +98.6%
AVGO BROADCOM INC 1.0%
Value $5.927M Shares 17,124 Est. Cost $159.21 Unrealized +124.2%
WMT WALMART INC 1.0%
Value $5.805M Shares 52,103 Est. Cost $60.68 Unrealized +76.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $5.714M Shares 11,367 Est. Cost $328.86 Unrealized +51.3%
JMST J P MORGAN EXCHANGE TRADED F 0.8%
Value $4.769M Shares 93,628 Est. Cost $50.45 Unrealized
JPM JPMORGAN CHASE & CO. 0.8%
Value $4.611M Shares 14,311 Est. Cost $130.71 Unrealized +136.8%
BAC BANK AMERICA CORP 0.8%
Value $4.563M Shares 82,965 Est. Cost $31.90 Unrealized +65.1%
WMB WILLIAMS COS INC 0.7%
Value $4.238M Shares 70,500 Est. Cost $27.77 Unrealized +116.3%
FLMI FRANKLIN TEMPLETON ETF TR 0.7%
Value $4.098M Shares 164,769 Est. Cost $24.44 Unrealized
META META PLATFORMS INC 0.7%
Value $4.077M Shares 6,176 Est. Cost $350.59 Unrealized +90.3%
RTX RTX CORPORATION 0.7%
Value $4.037M Shares 22,010 Est. Cost $82.93 Unrealized +109.0%
ORCL ORACLE CORP 0.7%
Value $3.976M Shares 20,402 Est. Cost $111.06 Unrealized +114.4%
FLMB FRANKLIN TEMPLETON ETF TR 0.6%
Value $3.45M Shares 145,000 Est. Cost $23.21 Unrealized
MCD MCDONALDS CORP 0.6%
Value $3.352M Shares 10,966 Est. Cost $200.39 Unrealized +52.3%
SEIC SEI INVTS CO 0.5%
Value $3.076M Shares 37,504 Est. Cost $63.90 Unrealized +27.9%
ABBV ABBVIE INC 0.5%
Value $3.071M Shares 13,439 Est. Cost $142.84 Unrealized +59.3%
CVX CHEVRON CORP NEW 0.5%
Value $3.055M Shares 20,043 Est. Cost $109.49 Unrealized +38.3%
CSCO CISCO SYS INC 0.5%
Value $3.021M Shares 39,215 Est. Cost $53.61 Unrealized +37.7%
GE GE AEROSPACE 0.5%
Value $3.011M Shares 9,774 Est. Cost $141.49 Unrealized +112.6%
UBS UBS GROUP AG 0.5%
Value $2.847M Shares 61,485 Est. Cost $17.40 Unrealized +132.2%
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value $2.831M Shares 15,926 Est. Cost $142.83 Unrealized +26.7%
HD HOME DEPOT INC 0.5%
Value $2.812M Shares 8,173 Est. Cost $333.43 Unrealized +9.3%
ARL AMERICAN RLTY INVS INC 0.5%
Value $2.799M Shares 174,266 Est. Cost $19.61 Unrealized -19.5%
SGOL ETFS GOLD TR 0.4%
Value $2.548M Shares 62,017 Est. Cost $25.53 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $2.487M Shares 11,614 Est. Cost $176.77 Unrealized +27.1%
SPY SPDR S&P 500 ETF TR 0.4%
Value $2.442M Shares 3,582 Est. Cost $426.18 Unrealized
CAT CATERPILLAR INC 0.4%
Value $2.364M Shares 4,127 Est. Cost $320.72 Unrealized +73.2%
COP CONOCOPHILLIPS 0.4%
Value $2.191M Shares 23,407 Est. Cost $60.64 Unrealized +48.4%
V VISA INC 0.4%
Value $2.135M Shares 6,089 Est. Cost $201.42 Unrealized +69.0%
TSLA TESLA INC 0.3%
Value $2.029M Shares 4,512 Est. Cost $369.72 Unrealized +19.9%
FUTY FIDELITY COVINGTON TRUST 0.3%
Value $1.996M Shares 36,148 Est. Cost $55.22 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value $1.977M Shares 2,249 Est. Cost $328.27 Unrealized +147.8%
AGG ISHARES TR 0.3%
Value $1.913M Shares 19,150 Est. Cost $98.57 Unrealized
EQBK EQUITY BANCSHARES INC 0.3%
Value $1.906M Shares 42,697 Est. Cost $28.25 Unrealized +50.9%
AMGN AMGEN INC 0.3%
Value $1.876M Shares 5,732 Est. Cost $176.37 Unrealized +79.1%
COST COSTCO WHSL CORP NEW 0.3%
Value $1.871M Shares 2,170 Est. Cost $767.13 Unrealized +18.1%
JNJ JOHNSON & JOHNSON 0.3%
Value $1.817M Shares 8,781 Est. Cost $133.77 Unrealized +47.3%
SIXL EXCHANGE TRADED CONCEPTS TRU 0.3%
Value $1.806M Shares 49,829 Est. Cost $36.63 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.3%
Value $1.782M Shares 99,219 Est. Cost $10.89 Unrealized
PEP PEPSICO INC 0.3%
Value $1.697M Shares 11,824 Est. Cost $118.30 Unrealized +23.3%
BKE BUCKLE INC 0.3%
Value $1.651M Shares 30,900 Est. Cost $28.85 Unrealized +81.3%
MA MASTERCARD INCORPORATED 0.3%
Value $1.646M Shares 2,884 Est. Cost $398.01 Unrealized +40.4%
SIXH EXCHANGE TRADED CONCEPTS TRU 0.3%
Value $1.578M Shares 40,176 Est. Cost $39.27 Unrealized
IHF ISHARES TR 0.3%
Value $1.529M Shares 31,890 Est. Cost $47.94 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.51M Shares 2 Est. Cost $308211.47 Unrealized +142.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $1.506M Shares 36,981 Est. Cost $34.94 Unrealized +15.9%
XLRE SELECT SECTOR SPDR TR 0.3%
Value $1.499M Shares 37,157 Est. Cost $41.67 Unrealized
GOOGL ALPHABET INC 0.2%
Value $1.425M Shares 4,551 Est. Cost $133.42 Unrealized +114.1%
FMAT FIDELITY COVINGTON TRUST 0.2%
Value $1.393M Shares 26,222 Est. Cost $53.11 Unrealized
GLD SPDR GOLD TR 0.2%
Value $1.389M Shares 3,505 Est. Cost $329.68 Unrealized
SYK STRYKER CORPORATION 0.2%
Value $1.355M Shares 3,855 Est. Cost $140.42 Unrealized +158.8%
OKE ONEOK INC NEW 0.2%
Value $1.32M Shares 17,959 Est. Cost $52.03 Unrealized +35.4%
PG PROCTER AND GAMBLE CO 0.2%
Value $1.271M Shares 8,869 Est. Cost $100.09 Unrealized +47.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $1.185M Shares 4,000 Est. Cost $227.31 Unrealized +31.4%
VTEB VANGUARD MUN BD FDS 0.2%
Value $1.171M Shares 23,282 Est. Cost $50.31 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $1.159M Shares 20,104 Est. Cost $34.89 Unrealized +70.1%
PSX PHILLIPS 66 0.2%
Value $1.047M Shares 8,113 Est. Cost $82.08 Unrealized +63.3%
NUVEEN MUNICIPAL CREDIT INC 0.2%
Value $1.006M Shares 79,985 Est. Cost $12.47 Unrealized
SIXA EXCHANGE TRADED CONCEPTS TRU 0.2%
Value $964K Shares 19,313 Est. Cost $49.93 Unrealized
KO COCA COLA CO 0.2%
Value $905K Shares 12,951 Est. Cost $57.45 Unrealized +20.8%
BP BP PLC 0.2%
Value $891K Shares 25,657 Est. Cost $36.77 Unrealized
ENB ENBRIDGE INC 0.2%
Value $881K Shares 18,409 Est. Cost $31.38 Unrealized +50.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $871K Shares 12,744 Est. Cost $53.24 Unrealized
MRK MERCK & CO INC 0.1%
Value $863K Shares 8,201 Est. Cost $79.57 Unrealized +17.2%
QQQ INVESCO QQQ TR 0.1%
Value $861K Shares 1,402 Est. Cost $450.37 Unrealized
T AT&T INC 0.1%
Value $852K Shares 34,285 Est. Cost $15.30 Unrealized +65.2%
ONEQ FIDELITY COMWLTH TR 0.1%
Value $844K Shares 9,230 Est. Cost $46.74 Unrealized
BA BOEING CO 0.1%
Value $843K Shares 3,881 Est. Cost $230.34 Unrealized -10.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $836K Shares 15,504 Est. Cost $45.43 Unrealized +4.6%
NFLX NETFLIX INC 0.1%
Value $832K Shares 8,876 Est. Cost $102.74 Unrealized +4.9%
ET ENERGY TRANSFER L P 0.1%
Value $810K Shares 49,096 Est. Cost $14.57 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value $804K Shares 3,911 Est. Cost $45.98 Unrealized +308.2%
INVESCO MUNICIPAL TRUST 0.1%
Value $784K Shares 81,201 Est. Cost $10.01 Unrealized
TQQQ PROSHARES TR 0.1%
Value $767K Shares 14,556 Est. Cost $54.17 Unrealized
SIXS EXCHANGE TRADED CONCEPTS TRU 0.1%
Value $716K Shares 14,118 Est. Cost $50.74 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $710K Shares 8,689 Est. Cost $93.01 Unrealized -3.2%
SXQG EXCHANGE TRADED CONCEPTS TRU 0.1%
Value $705K Shares 21,406 Est. Cost $32.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $700K Shares 1,448 Est. Cost $441.33 Unrealized +7.9%
F FORD MTR CO 0.1%
Value $698K Shares 53,217 Est. Cost $8.34 Unrealized +53.8%
EATON VANCE TAX-MANAGED BUY- 0.1%
Value $670K Shares 46,649 Est. Cost $14.20 Unrealized
INVESCO MUN OPPORTUNITY TR 0.1%
Value $668K Shares 69,805 Est. Cost $9.62 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $650K Shares 1,122 Est. Cost $427.82 Unrealized +32.1%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $639K Shares 19,945 Est. Cost $26.58 Unrealized
TFC TRUIST FINL CORP 0.1%
Value $621K Shares 12,629 Est. Cost $40.70 Unrealized +12.5%
BITW BITWISE 10 CRYPTO INDEX ETF 0.1%
Value $604K Shares 10,281 Est. Cost $58.76 Unrealized
SO SOUTHERN CO 0.1%
Value $584K Shares 6,693 Est. Cost $35.85 Unrealized +153.5%
FTNT FORTINET INC 0.1%
Value $573K Shares 7,212 Est. Cost $51.30 Unrealized +61.7%
SHOP SHOPIFY INC 0.1%
Value $573K Shares 3,557 Est. Cost $71.86 Unrealized +123.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value $565K Shares 15,416 Est. Cost $38.06 Unrealized -8.7%
SLV ISHARES SILVER TR 0.1%
Value $529K Shares 8,211 Est. Cost $32.24 Unrealized
EOG EOG RES INC 0.1%
Value $527K Shares 5,016 Est. Cost $111.01 Unrealized -3.4%
MU MICRON TECHNOLOGY INC 0.1%
Value $519K Shares 1,820 Est. Cost $93.59 Unrealized +145.0%
STRL STERLING INFRASTRUCTURE INC 0.1%
Value $514K Shares 1,680 Est. Cost $174.59 Unrealized +97.3%
ITOT ISHARES TR 0.1%
Value $509K Shares 3,425 Est. Cost $95.83 Unrealized
APA APA CORPORATION 0.1%
Value $495K Shares 20,228 Est. Cost $24.13 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $495K Shares 4,987 Est. Cost $113.00 Unrealized -17.9%
UPRO PROSHARES TR 0.1%
Value $491K Shares 4,242 Est. Cost $65.40 Unrealized
TGT TARGET CORP 0.1%
Value $483K Shares 4,942 Est. Cost $86.44 Unrealized +6.0%
TXN TEXAS INSTRS INC 0.1%
Value $483K Shares 2,784 Est. Cost $186.73 Unrealized -8.6%
SPYD SPDR SERIES TRUST 0.1%
Value $475K Shares 10,972 Est. Cost $33.63 Unrealized
ETHO AMPLIFY ETF TR 0.1%
Value $470K Shares 7,200 Est. Cost $56.50 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $468K Shares 2,445 Est. Cost $164.32 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $458K Shares 2,673 Est. Cost $78.11 Unrealized +98.9%
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value $439K Shares 13,289 Est. Cost $15.66 Unrealized
BX BLACKSTONE INC 0.1%
Value $426K Shares 2,766 Est. Cost $43.48 Unrealized +248.4%
WFC WELLS FARGO CO NEW 0.1%
Value $426K Shares 4,571 Est. Cost $41.03 Unrealized +111.2%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $424K Shares 15,636 Est. Cost $12.52 Unrealized +102.6%
EATON VANCE TAX ADVT DIV INC 0.1%
Value $419K Shares 16,637 Est. Cost $23.28 Unrealized
CSX CSX CORP 0.1%
Value $418K Shares 11,525 Est. Cost $26.24 Unrealized +36.0%
HON HONEYWELL INTL INC 0.1%
Value $413K Shares 2,115 Est. Cost $165.62 Unrealized +17.8%
JPIB J P MORGAN EXCHANGE TRADED F 0.1%
Value $402K Shares 8,264 Est. Cost $48.70 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value $402K Shares 19,852 Est. Cost $10.51 Unrealized +88.4%
VGT VANGUARD WORLD FD 0.1%
Value $400K Shares 530 Est. Cost $442.69 Unrealized
MUB ISHARES TR 0.1%
Value $398K Shares 3,716 Est. Cost $106.51 Unrealized
PFE PFIZER INC 0.1%
Value $372K Shares 14,950 Est. Cost $27.92 Unrealized -10.3%
INTC INTEL CORP 0.1%
Value $368K Shares 9,967 Est. Cost $31.48 Unrealized +19.9%
CBSH COMMERCE BANCSHARES INC 0.1%
Value $366K Shares 6,994 Est. Cost $41.63 Unrealized +25.2%
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value $365K Shares 7,709 Est. Cost $47.35 Unrealized
IBIK ISHARES TR 0.1%
Value $360K Shares 14,036 Est. Cost $25.64 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value $355K Shares 3,025 Est. Cost $66.46 Unrealized +61.1%
RRC RANGE RES CORP 0.1%
Value $354K Shares 10,048 Est. Cost $30.07 Unrealized +23.9%
QCOM QUALCOMM INC 0.1%
Value $353K Shares 2,064 Est. Cost $126.85 Unrealized +34.6%
AEM AGNICO EAGLE MINES LTD 0.1%
Value $349K Shares 2,059 Est. Cost $94.57 Unrealized +77.5%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value $345K Shares 28,702 Est. Cost $13.40 Unrealized
USB US BANCORP DEL 0.1%
Value $340K Shares 6,377 Est. Cost $38.40 Unrealized +26.9%
PAAS PAN AMERN SILVER CORP 0.1%
Value $340K Shares 6,560 Est. Cost $32.15 Unrealized +30.2%
ED CONSOLIDATED EDISON INC 0.1%
Value $338K Shares 3,400 Est. Cost $76.74 Unrealized +28.7%
GD GENERAL DYNAMICS CORP 0.1%
Value $337K Shares 1,002 Est. Cost $215.99 Unrealized +57.8%
MDLZ MONDELEZ INTL INC 0.1%
Value $328K Shares 6,100 Est. Cost $36.12 Unrealized +58.0%
GIS GENERAL MLS INC 0.1%
Value $322K Shares 6,914 Est. Cost $44.58 Unrealized +6.5%
VST VISTRA CORP 0.1%
Value $321K Shares 1,992 Est. Cost $86.88 Unrealized +109.4%
ARKK ARK ETF TR 0.1%
Value $314K Shares 4,081 Est. Cost $70.29 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $313K Shares 1,951 Est. Cost $59.62 Unrealized +157.6%
SGDM SPROTT ETF TRUST 0.1%
Value $308K Shares 4,425 Est. Cost $45.24 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value $305K Shares 1,873 Est. Cost $140.47 Unrealized +20.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value $303K Shares 3,002 Est. Cost $113.73 Unrealized -4.7%
XLF SELECT SECTOR SPDR TR 0.1%
Value $296K Shares 5,396 Est. Cost $37.60 Unrealized
GEV GE VERNOVA INC 0.1%
Value $292K Shares 447 Est. Cost $415.97 Unrealized +46.4%
APO APOLLO GLOBAL MGMT INC 0.0%
Value $290K Shares 2,003 Est. Cost $102.73 Unrealized +29.0%
NVS NOVARTIS AG 0.0%
Value $290K Shares 2,100 Est. Cost $87.24 Unrealized
PAGP PLAINS GP HLDGS L P 0.0%
Value $284K Shares 14,850 Est. Cost $18.78 Unrealized
DE DEERE & CO 0.0%
Value $284K Shares 609 Est. Cost $214.81 Unrealized +117.7%
GILD GILEAD SCIENCES INC 0.0%
Value $279K Shares 2,277 Est. Cost $87.00 Unrealized +38.9%
SLB SLB LIMITED 0.0%
Value $277K Shares 7,216 Est. Cost $34.07 Unrealized +5.8%
CNOB CONNECTONE BANCORP INC 0.0%
Value $272K Shares 10,385 Est. Cost $21.67 Unrealized +15.6%
CCJ CAMECO CORP 0.0%
Value $259K Shares 2,833 Est. Cost $77.39 Unrealized +16.2%
HCA HCA HEALTHCARE INC 0.0%
Value $259K Shares 554 Est. Cost $319.37 Unrealized +45.2%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $254K Shares 1,689 Est. Cost $149.08 Unrealized -1.4%
EVRG EVERGY INC 0.0%
Value $248K Shares 3,423 Est. Cost $66.52 Unrealized +13.4%
INCY INCYTE CORP 0.0%
Value $238K Shares 2,405 Est. Cost $79.04 Unrealized +22.4%
PIMCO MUN INCOME FD II 0.0%
Value $237K Shares 31,400 Est. Cost $8.09 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value $235K Shares 2,927 Est. Cost $67.45 Unrealized +20.2%
GRMN GARMIN LTD 0.0%
Value $234K Shares 1,156 Est. Cost $168.87 Unrealized +28.3%
KR KROGER CO 0.0%
Value $233K Shares 3,732 Est. Cost $38.48 Unrealized +69.5%
AMAT APPLIED MATLS INC 0.0%
Value $232K Shares 903 Est. Cost $239.49 Unrealized 0.0%
PIMCO CORPORATE & INCOME OPP 0.0%
Value $230K Shares 17,847 Est. Cost $15.14 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value $230K Shares 4,300 Est. Cost $54.19 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $229K Shares 8,364 Est. Cost $34.90 Unrealized
OTTR OTTER TAIL CORP 0.0%
Value $225K Shares 2,779 Est. Cost $61.74 Unrealized +30.0%
KMI KINDER MORGAN INC DEL 0.0%
Value $222K Shares 8,076 Est. Cost $19.95 Unrealized +34.8%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value $221K Shares 19,041 Est. Cost $11.63 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $221K Shares 2,400 Est. Cost $91.93 Unrealized
MSTR STRATEGY INC 0.0%
Value $220K Shares 1,450 Est. Cost $172.15 Unrealized +33.7%
AGI ALAMOS GOLD INC NEW 0.0%
Value $218K Shares 5,650 Est. Cost $34.84 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value $214K Shares 5,343 Est. Cost $34.54 Unrealized +21.7%
VOO VANGUARD INDEX FDS 0.0%
Value $207K Shares 330 Est. Cost $626.71 Unrealized
MS MORGAN STANLEY 0.0%
Value $206K Shares 1,158 Est. Cost $166.47 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value $205K Shares 4,042 Est. Cost $43.31 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value $201K Shares 871 Est. Cost $223.15 Unrealized +1.9%
INVESCO TR INVT GRADE MUNS 0.0%
Value $163K Shares 15,737 Est. Cost $11.62 Unrealized
EATON VANCE MUN BD FD 0.0%
Value $123K Shares 12,611 Est. Cost $10.63 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value $91,932 Shares 11,741 Est. Cost $8.21 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value $90,000 Shares 12,000 Est. Cost $10.05 Unrealized
CFFN CAPITOL FED FINL INC 0.0%
Value $84,390 Shares 12,392 Est. Cost $7.80 Unrealized -18.4%
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value $29,550 Shares 15,000 Est. Cost $0.28 Unrealized +579.0%