Clear Perspectives Planning 13F annual report
Clear Perspectives Planning is an investment fund managing more than $177 billion ran by Deb Thocker. There are currently 192 companies in Mrs. Thocker’s portfolio. The largest investments include Procter Gamble Co Com and Vanguard High Div Yld Etf, together worth $35.4 billion.
Limited to 30 biggest holdings
$177 billion Assets Under Management (AUM)
As of 4th May 2023, Clear Perspectives Planning’s top holding is 119,795 shares of Procter Gamble Co Com currently worth over $17.8 billion and making up 10.1% of the portfolio value.
In addition, the fund holds 167,160 shares of Vanguard High Div Yld Etf worth $17.6 billion.
The third-largest holding is Invesco Exchange Traded Fd Tr Sp500 Eql Wgt Etf worth $14.6 billion and the next is Vanguard Value Etf worth $14.4 billion, with 104,162 shares owned.
Currently, Clear Perspectives Planning's portfolio is worth at least $177 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Clear Perspectives Planning
The Clear Perspectives Planning office and employees reside in Cincinnati, Ohio. According to the last 13-F report filed with the SEC, Deb Thocker serves as the Chief Compliance Officer at Clear Perspectives Planning.
Recent trades
In the most recent 13F filing, Clear Perspectives Planning revealed that it had opened a new position in
Vanguard Star Fd Tl Intl Stk F Etf and bought 138,081 shares worth $7.62 billion.
The investment fund also strengthened its position in Procter Gamble Co Com by buying
11,422 additional shares.
This makes their stake in Procter Gamble Co Com total 119,795 shares worth $17.8 billion.
On the other hand, there are companies that Clear Perspectives Planning is getting rid of from its portfolio.
Clear Perspectives Planning closed its position in Invesco Exchange Traded Fund T Optimum Yield Etf on 11th May 2023.
It sold the previously owned 489,803 shares for $7.24 billion.
Deb Thocker also disclosed a decreased stake in Vanguard High Div Yld Etf by 0.2%.
This leaves the value of the investment at $17.6 billion and 167,160 shares.
One of the average hedge funds
The two most similar investment funds to Clear Perspectives Planning are Pflug Koory and Ovata Capital Management Ltd. They manage $177 billion and $177 billion respectively.
Deb Thocker investment strategy
Clear Perspectives Planning’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 0.2% of
the total portfolio value.
The fund focuses on investments in the United States as
15.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
14% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $262 billion.
The complete list of Clear Perspectives Planning trades based on 13F SEC filings
These positions were updated on May 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Procter Gamble Co Com |
10.54%
119,795
|
$17,812,319,000 | 10.08% |
| Vanguard High Div Yld Etf |
20.60%
167,160
|
$17,635,416,000 | 9.98% |
| Invesco Exchange Traded Fd Tr Sp500 Eql Wgt Etf |
0.91%
101,050
|
$14,613,864,000 | 8.27% |
| Vanguard Value Etf |
5.83%
104,162
|
$14,385,823,000 | 8.14% |
| Vanguard Sp 500 Etf Shs |
137.66%
29,738
|
$11,183,620,000 | 6.33% |
| Ishares Trust Ishares 0-3 Month Treasury |
28.79%
104,680
|
$10,528,741,000 | 5.96% |
| Vanguard Div App Etf |
565.37%
68,074
|
$10,484,143,000 | 5.93% |
| Vanguard 500 Val Idx Fd Etf |
1,321.10%
63,978
|
$9,385,599,000 | 5.31% |
| Vanguard Star Fd Tl Intl Stk F Etf |
Opened
138,081
|
$7,623,479,000 | 4.31% |
| Vanguard Ftse Developed Mkts Etf |
102,739.75%
165,572
|
$7,478,894,000 | 4.23% |
| Spdr Series Trust Sp Divid Etf |
2.46%
59,084
|
$7,309,335,000 | 4.14% |
| Invesco Exchange Traded Fund T Optimum Yield Etf |
Closed
489,803
|
$7,239,286,000 | |
| Ishares Trust Select Divid Etf |
36.48%
55,540
|
$6,508,233,000 | 3.68% |
| Vanguard Mega Grwth Ind Etf |
173.44%
25,381
|
$5,190,769,000 | 2.94% |
| First Trust Exchange-traded Fu Fst Tr Glb Fd Etf |
Closed
204,585
|
$5,010,285,000 | |
| Vanguard Mega Cap Val Etf |
17.91%
44,535
|
$4,498,926,000 | 2.55% |
| Invesco Exchange Traded Fd Tr Sp500 Pur Val Etf |
Closed
56,294
|
$4,389,806,000 | |
| Spdr Prtflo Sp500 Hi Etf |
Closed
99,909
|
$3,954,398,000 | |
| Ishares Trust Global 100 Etf |
693.72%
43,702
|
$3,061,760,000 | 1.73% |
| Ishares Trust Rus 1000 Etf |
2.09%
13,376
|
$3,012,735,000 | 1.70% |
| Spdr Sp500 Etf Trust Tr Unit Etf |
4.18%
6,235
|
$2,552,507,000 | 1.44% |
| Spdr Bloomberg 1-3 Month T-bill Etf |
56.40%
27,633
|
$2,537,221,000 | 1.44% |
| Ishares Trust Core Sp500 Etf |
0.05%
5,779
|
$2,375,729,000 | 1.34% |
| Vanguard Total Stk Mkt Etf |
0.99%
10,017
|
$2,044,412,000 | 1.16% |
| Vanguard Large Cap Etf |
9.30%
9,072
|
$1,694,740,000 | 0.96% |
| Invesco Exchange Traded Fund T Sp500 Low Vol Etf |
7.08%
26,675
|
$1,664,513,000 | 0.94% |
| Ishares Trust Sp 100 Etf |
2.44%
5,712
|
$1,068,372,000 | 0.60% |
| Vanguard Growth Etf |
9.82%
4,237
|
$1,056,874,000 | 0.60% |
| Ishares Trust Rus 1000 Grw Etf |
0.05%
4,184
|
$1,022,277,000 | 0.58% |
| Ishares Trust Msci Usa Min Vol Factor Etf |
35.11%
9,195
|
$668,844,000 | 0.38% |
| Ishares Trust Msci Kld400 Soc Etf |
1.06%
7,626
|
$594,765,000 | 0.34% |
| Ishares Trust Core High Dv Etf |
90.43%
5,352
|
$544,084,000 | 0.31% |
| Dimensional Etf Tr Us Marketwide Value Etf |
0.20%
15,754
|
$527,444,000 | 0.30% |
| Ishares Trust Msci Usa Esg Slc Etf |
No change
4,978
|
$436,919,000 | 0.25% |
| Ishares Trust Russell 3000 Etf |
No change
1,403
|
$330,358,000 | 0.19% |
| Vanguard Mcap Gr Idxvip Etf |
No change
1,420
|
$276,744,000 | 0.16% |
| Raytheon Tech Corp Com |
No change
2,483
|
$243,160,000 | 0.14% |
| Vanguard Small Cp Etf |
3.48%
1,280
|
$242,710,000 | 0.14% |
| Centene Corporation Com |
7.29%
3,818
|
$241,336,000 | 0.14% |
| Vanguard Health Car Etf |
3.61%
987
|
$235,471,000 | 0.13% |
| American Century Investments Intl Eqt Etf |
Opened
3,800
|
$216,714,000 | 0.12% |
| Ishares Trust Msci Acwi Etf |
101.59%
2,288
|
$208,574,000 | 0.12% |
| Vanguard Tt Wrld St Etf |
No change
2,263
|
$208,425,000 | 0.12% |
| Vanguard Extend Mkt Etf |
0.71%
1,391
|
$194,976,000 | 0.11% |
| Microsoft Corp Com |
No change
614
|
$177,016,000 | 0.10% |
| Bristol-myers Squibb Co Com |
No change
2,546
|
$176,463,000 | 0.10% |
| Ishares Trust Rus 1000 Val Etf |
37.95%
1,128
|
$171,764,000 | 0.10% |
| Repligen Corp Com |
No change
975
|
$164,151,000 | 0.09% |
| Apple Inc |
No change
837
|
$138,021,000 | 0.08% |
| Visa Inc |
No change
610
|
$137,531,000 | 0.08% |
| Pepsico Inc Com |
No change
738
|
$134,537,000 | 0.08% |
| Vanguard Mid Cap Etf |
4.54%
631
|
$133,113,000 | 0.08% |
| Johnson Johnson Com |
No change
850
|
$131,750,000 | 0.07% |
| Select Sector Spdr Trust Energy Etf |
84.13%
1,420
|
$117,619,000 | 0.07% |
| Carrier Global Corporation Com |
No change
2,442
|
$111,722,000 | 0.06% |
| Otis Worldwide Corp Com |
No change
1,231
|
$103,896,000 | 0.06% |
| Vanguard Utilities Etf |
No change
600
|
$88,512,000 | 0.05% |
| Merck Co Inc Com |
No change
813
|
$86,495,000 | 0.05% |
| Global X Fds Us Infr Dev Etf |
No change
2,925
|
$82,924,000 | 0.05% |
| Vanguard Mcap Vl Idxvip Etf |
25.13%
560
|
$75,079,000 | 0.04% |
| Chevron Corporation Com |
No change
457
|
$74,564,000 | 0.04% |
| Cincinnati Financial Corp Com |
No change
655
|
$73,412,000 | 0.04% |
| Select Sector Spdr Trust Sbi Int-inds Etf |
No change
715
|
$72,344,000 | 0.04% |
| Amazon.com Inc. |
0.28%
700
|
$72,303,000 | 0.04% |
| Ishares Trust Aggres Alloc Etf |
3.16%
1,073
|
$68,213,000 | 0.04% |
| Alphabet Inc |
1.48%
600
|
$62,238,000 | 0.04% |
| Berkshire Hathaway Inc. |
0.99%
200
|
$61,754,000 | 0.03% |
| Spdr Series Trust Prtflo Sp500 Gw Etf |
No change
1,100
|
$60,896,000 | 0.03% |
| Schwab Strategic Tr Us Lcap Va Etf |
No change
900
|
$59,022,000 | 0.03% |
| Schwab Strategic Tr Us Lcap Gr Etf |
No change
900
|
$58,653,000 | 0.03% |
| Public Service Enterprise Grp Com |
No change
887
|
$55,393,000 | 0.03% |
| Mastercard Incorporated Com Cl A |
No change
150
|
$54,512,000 | 0.03% |
| Yum Brands Inc. |
No change
394
|
$52,040,000 | 0.03% |
| Alphabet Inc |
No change
500
|
$52,000,000 | 0.03% |
| Intel Corp Com |
No change
1,568
|
$51,227,000 | 0.03% |
| Vanguard Tax Exempt Bd Etf |
Closed
1,035
|
$51,222,000 | |
| Ishares Trust Sp 500 Val Etf |
13.85%
336
|
$50,991,000 | 0.03% |
| Hagerty Inc Com Cl A |
Closed
6,000
|
$50,460,000 | |
| Kroger Co Com |
No change
970
|
$47,889,000 | 0.03% |
| Booking Holdings Inc |
No change
17
|
$45,091,000 | 0.03% |
| Starbucks Corp Com |
No change
414
|
$43,110,000 | 0.02% |
| Select Sector Spdr Trust Sbi Healthcare Etf |
No change
325
|
$42,075,000 | 0.02% |
| Fifth Third Bancorp Com |
41.43%
1,577
|
$42,011,000 | 0.02% |
| Smucker (jm) Co Com |
No change
265
|
$41,703,000 | 0.02% |
| Ishares Trust Global Energ Etf |
No change
1,100
|
$41,536,000 | 0.02% |
| AMGEN Inc. |
No change
168
|
$40,614,000 | 0.02% |
| Koninklijke Ahold Delhaize Nv Com |
No change
1,096
|
$37,337,000 | 0.02% |
| Conocophillips Com |
0.80%
374
|
$37,105,000 | 0.02% |
| Fidelity Covington Trust Msci Hlth Care I Etf |
50.00%
600
|
$36,882,000 | 0.02% |
| Att Inc Com |
Closed
2,000
|
$36,820,000 | |
| Ishares Trust Core Sp Scp Etf |
8.08%
364
|
$35,199,000 | 0.02% |
| Darden Restaurants, Inc. |
No change
220
|
$34,135,000 | 0.02% |
| Spdr Series Trust Portfolio Sp 500 Etf |
54.24%
675
|
$32,501,000 | 0.02% |
| Vanguard Ftse Emr Mkt Etf |
373.37%
800
|
$32,320,000 | 0.02% |
| Schwab Strategic Tr Intl Eqty Etf |
No change
920
|
$32,016,000 | 0.02% |
| Liberty Broadband Corp Com |
No change
521
|
$42,623,000 | 0.02% |
| Invesco Exchange Traded Fd Tr Hig Yld Eq Div Etf |
99.20%
1,570
|
$31,274,000 | 0.02% |
| Duke Energy Corp Com |
0.94%
316
|
$30,485,000 | 0.02% |
| Monster Beverage Corp Com |
100.00%
540
|
$29,165,000 | 0.02% |
| Mcdonald's Corporation Com |
No change
102
|
$28,520,000 | 0.02% |
| Spdr Gold Trust Gold Shs Etf |
42.80%
155
|
$28,399,000 | 0.02% |
| Ishares Trust Core Us Aggbd Et Etf |
Closed
292
|
$28,321,000 | |
| Humana Inc. |
No change
57
|
$27,671,000 | 0.02% |
| Eli Lilly And Company Com |
No change
80
|
$27,474,000 | 0.02% |
| Exxon Mobil Corporation Com |
No change
236
|
$25,880,000 | 0.01% |
| Schwab Strategic Tr Us Sml Cap Etf |
22.18%
600
|
$25,158,000 | 0.01% |
| Costco Wholesale Corp Com |
No change
50
|
$24,844,000 | 0.01% |
| Ishares Inc Msci Gbl Min Vol Etf |
No change
253
|
$24,478,000 | 0.01% |
| Tesla Inc |
4.88%
117
|
$24,273,000 | 0.01% |
| Jp Morgan Chase Co Com |
No change
186
|
$24,238,000 | 0.01% |
| Invesco Exchange Traded Fund T Solar Etf |
24.00%
310
|
$24,065,000 | 0.01% |
| Nvidia Corp Com |
No change
86
|
$23,888,000 | 0.01% |
| Yum China Holdings Inc |
No change
376
|
$23,835,000 | 0.01% |
| Spdr Series Trust Portfoli Sp 1500 Comp Stk Etf |
9.96%
470
|
$23,702,000 | 0.01% |
| Norfolk Southern Corp Com |
No change
108
|
$22,896,000 | 0.01% |
| Monarch Cement Company Com |
No change
200
|
$22,200,000 | 0.01% |
| Liberty Media Corporation Com |
No change
1,672
|
$61,501,000 | 0.03% |
| Phillips 66 Com |
No change
204
|
$20,704,000 | 0.01% |
| Amerisourcebergen Corporation Com |
No change
125
|
$20,014,000 | 0.01% |
| Foot Locker Inc |
No change
500
|
$19,845,000 | 0.01% |
| Ishares Trust Gl Clean Ene Etf |
No change
1,000
|
$19,780,000 | 0.01% |
| Cvs Health Corporation Com |
Closed
211
|
$19,663,000 | |
| Vanguard Industrial Etf |
50.00%
100
|
$19,051,000 | 0.01% |
| Dimensional Etf Tr Us Small Cap Etf |
Opened
350
|
$18,445,000 | 0.01% |
| Ishares Trust 1 3 Yr Treas Bd Etf |
Closed
225
|
$18,263,000 | |
| Cisco Systems, Inc. |
No change
345
|
$18,035,000 | 0.01% |
| Abbvie Inc |
51.72%
112
|
$17,849,000 | 0.01% |
| Dimensional Etf Tr Us Targeted Value Etf |
Opened
400
|
$17,800,000 | 0.01% |
| Broadcom Inc. |
Closed
31
|
$17,333,000 | |
| Schwab Strategic Tr Us Brd Mkt Etf |
No change
342
|
$16,365,000 | 0.01% |
| First Financial Bancorp Com |
Opened
750
|
$16,328,000 | 0.01% |
| Invesco Exchange Traded Fd Tr Ftse Rafi 1000 Etf |
No change
104
|
$16,305,000 | 0.01% |
| Vanguard Strm Infproidx Etf |
Closed
348
|
$16,255,000 | |
| Ishares Trust Iboxx Inv Cp Etf |
Closed
154
|
$16,236,000 | |
| Insulet Corporation Com |
No change
50
|
$15,948,000 | 0.01% |
| Genuine Parts Co Com |
No change
95
|
$15,894,000 | 0.01% |
| Utd Sts Limeminer Com |
No change
100
|
$15,269,000 | 0.01% |
| Spdr Spdr Nuveen Bloomberg Munic |
Closed
320
|
$14,598,000 | |
| Ishares Trust Eafe Grwth Etf |
No change
150
|
$14,052,000 | 0.01% |
| First Tst Mornings Shs Etf |
99.75%
390
|
$13,845,000 | 0.01% |
| Ishares Inc Core Msci Emkt Etf |
13.48%
276
|
$13,466,000 | 0.01% |
| Schwab Strategic Tr Us Lrg Cap Etf |
No change
278
|
$13,447,000 | 0.01% |
| International Bus Mach Corp Com |
No change
102
|
$13,371,000 | 0.01% |
| Marathon Petroleum Corp Com |
No change
96
|
$12,944,000 | 0.01% |
| Pfizer Inc. |
85.35%
315
|
$12,852,000 | 0.01% |
| Ishares Trust 5-10 Year Investment Grade |
Closed
256
|
$12,675,000 | |
| Invesco Exchange Traded Fd Tr Ftse Rafi 1500 Etf |
No change
77
|
$12,668,000 | 0.01% |
| Travelers Companies Inc. |
No change
70
|
$11,999,000 | 0.01% |
| Schwab Strategic Tr Us Dividend Eq Etf |
12.28%
150
|
$10,974,000 | 0.01% |
| First Trust Portfolios Shs Etf |
No change
80
|
$10,441,000 | 0.01% |
| Exelon Corp Com |
No change
231
|
$9,677,000 | 0.01% |
| Netflix Inc. |
No change
28
|
$9,673,000 | 0.01% |
| 3m Company Com |
No change
90
|
$9,460,000 | 0.01% |
| First Tr New Opportunities Mlp Com |
No change
1,500
|
$8,970,000 | 0.01% |
| Enbridge Inc |
No change
224
|
$8,546,000 | 0.00% |
| Invesco Exchange Traded Fund T Msci Gbl Timbr Etf |
No change
281
|
$8,387,000 | 0.00% |
| Gilead Sciences, Inc. |
No change
100
|
$8,297,000 | 0.00% |
| Warner Bros.Discovery Inc |
No change
509
|
$7,686,000 | 0.00% |
| Concentrix Corporation Com |
No change
62
|
$7,536,000 | 0.00% |
| Invesco Exchange Traded Fund T Ftse Rafi Dev Etf |
No change
171
|
$7,534,000 | 0.00% |
| Select Sector Spdr Trust Sbi Cons Stpls Etf |
No change
100
|
$7,471,000 | 0.00% |
| Ishares Trust Iboxx Hi Yd Etf |
Closed
98
|
$7,216,000 | |
| Adams Diversified Equity Fd Com |
No change
456
|
$7,086,000 | 0.00% |
| Occidental Petroleum Corp Com |
No change
111
|
$6,930,000 | 0.00% |
| Spdr Series Trust Dj Reit Etf |
No change
78
|
$6,925,000 | 0.00% |
| Ishares Trust Sp 500 Grwt Etf |
53.91%
106
|
$6,772,000 | 0.00% |
| Constellation Energy Corp Com |
No change
77
|
$6,045,000 | 0.00% |
| Td Synnex Corp Com |
No change
62
|
$6,001,000 | 0.00% |
| Service Corp Intl Com |
No change
85
|
$5,846,000 | 0.00% |
| Brightspire Capital Inc Com Usd0.01 Cl A |
No change
969
|
$5,717,000 | 0.00% |
| Wolverine World Wide, Inc. |
No change
326
|
$5,558,000 | 0.00% |
| Civista Bancshares Inc |
75.87%
318
|
$5,368,000 | 0.00% |
| Invesco Exchange Traded Fund T Ftse Rafi Sml Etf |
Closed
179
|
$5,302,000 | |
| Palantir Tech Inc Com Cl A |
No change
500
|
$4,225,000 | 0.00% |
| Invesco Exchange Traded Fund T Sp500 Hdl Vol Etf |
99.83%
100
|
$4,221,000 | 0.00% |
| Ishares Trust 3 7 Yr Treas Bd Etf |
Closed
36
|
$4,136,000 | |
| Spdr Index Shares Funds Dj Intl Rl Etf |
No change
157
|
$4,126,000 | 0.00% |
| The Cigna Group Com |
No change
15
|
$3,833,000 | 0.00% |
| Select Sector Spdr Trust Rl Est Sel Sec Etf |
80.20%
100
|
$3,738,000 | 0.00% |
| Honeywell International Inc |
No change
19
|
$3,631,000 | 0.00% |
| Centerpoint Energy Inc. |
No change
121
|
$3,557,000 | 0.00% |
| Barrick Gold Corporation Com |
No change
164
|
$3,045,000 | 0.00% |
| Ishares Trust Msci Usa Quality Factor Etf |
Closed
25
|
$2,849,000 | |
| Schwab Strategic Tr Schwab Fdt Us Lg Etf |
Closed
38
|
$2,031,000 | |
| Verizon Communications Com |
No change
42
|
$1,633,000 | 0.00% |
| Nuveen Esg Nuveen Esg Lrg Cap Val Etf |
47.13%
46
|
$1,567,000 | 0.00% |
| Organon Co Com |
Closed
55
|
$1,536,000 | |
| Ishares Trust Core Msci Eafe Etf |
88.48%
22
|
$1,471,000 | 0.00% |
| Vanguard Short Trm Bond Etf |
Closed
19
|
$1,430,000 | |
| Ishares Trust 0-5yr Hi Yl Cp Etf |
Closed
34
|
$1,390,000 | |
| Ishares Gold Trust Ishares New Etf |
Closed
40
|
$1,384,000 | |
| Canopy Growth Corporation Com |
No change
719
|
$1,258,000 | 0.00% |
| Walt Disney Company (the) Com |
No change
12
|
$1,202,000 | 0.00% |
| Carnival Corp Units |
No change
104
|
$1,056,000 | 0.00% |
| Ishares Trust Tips Bd Etf |
Closed
9
|
$958,000 | |
| Ishares Trust Jpmorgan Usd Emg Etf |
Closed
11
|
$930,000 | |
| Vanguard Long Term Bond Etf |
Closed
12
|
$869,000 | |
| Ciena Corp Com |
No change
16
|
$840,000 | 0.00% |
| Citigroup Inc |
No change
17
|
$797,000 | 0.00% |
| Global X Fds Russell 2000 Covered Call Etf |
No change
44
|
$790,000 | 0.00% |
| 3 D Systems Inc Com |
No change
65
|
$697,000 | 0.00% |
| Nike, Inc. |
No change
5
|
$613,000 | 0.00% |
| Occidental Petroleum Corp Warrant |
No change
13
|
$533,000 | 0.00% |
| Fs Kkr Capital Corp Com |
Opened
28
|
$518,000 | 0.00% |
| Citius Pharmaceuticals Inc |
No change
400
|
$468,000 | 0.00% |
| Vanguard Short Term Treas Etf |
No change
7
|
$410,000 | 0.00% |
| Doximity, Inc. |
Closed
12
|
$403,000 | |
| Vanguard Vng Rus2000idx Etf |
No change
5
|
$360,000 | 0.00% |
| Ultra Clean Hldgs Inc |
Closed
10
|
$332,000 | |
| Bank Of America Corporation Com |
Closed
10
|
$331,000 | |
| Veeva Systems Inc |
Closed
2
|
$323,000 | |
| Tyler Technologies, Inc. |
Closed
1
|
$322,000 | |
| Kinder Morgan Inc |
Closed
15
|
$271,000 | |
| Stoneco Ltd Com |
Closed
25
|
$236,000 | |
| Roblox Corp Com Cl A |
Closed
8
|
$228,000 | |
| Zscaler Inc |
Closed
2
|
$224,000 | |
| PayPal Holdings Inc |
Closed
3
|
$214,000 | |
| Meta Platforms Inc |
80.00%
1
|
$212,000 | 0.00% |
| Amer Intl Grp Inc Com |
Closed
3
|
$190,000 | |
| The Trade Desk Inc Com Cl A |
Closed
4
|
$179,000 | |
| Airbnb, Inc. |
Closed
2
|
$171,000 | |
| Medical Properties Trust Inc Com Usd0.001 |
Closed
15
|
$167,000 | |
| Riley Exploration Com |
No change
4
|
$152,000 | 0.00% |
| Datadog Inc |
Closed
2
|
$147,000 | |
| C3.ai Inc |
Closed
10
|
$112,000 | |
| Viatris Inc. |
No change
11
|
$106,000 | 0.00% |
| Wabtec Corp Com |
No change
1
|
$101,000 | 0.00% |
| General Electric Co Com |
No change
1
|
$96,000 | 0.00% |
| Mountain Province Diamonds Inc Com |
No change
195
|
$74,000 | 0.00% |
| Resideo Technologies Inc |
No change
3
|
$55,000 | 0.00% |
| Novavax, Inc. |
Closed
5
|
$51,000 | |
| Kyndryl Hldgs Inc Com |
No change
3
|
$44,000 | 0.00% |
| Helius Medical Tech Inc Com Cl A |
Closed
101
|
$31,000 | |
| Ea Series Trust Bridgeway Blue Chip Etf |
No change
1
|
$9,000 | 0.00% |
| Garrett Motion Inc |
No change
1
|
$8,000 | 0.00% |
| Medical Marijuana Inc Com |
No change
1,000
|
$4,000 | 0.00% |
| Hemp Inc Com |
Opened
1,000
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 237 holdings | |||
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