Latest LongView Wealth Management Stock Portfolio
$252Million
Equity Portfolio Value
Last Reported on: 16 Apr, 2024
About LongView Wealth Management and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LongView Wealth Management reported an equity portfolio of $224 Millions as of 31 Dec, 2023.
The top stock holdings of LongView Wealth Management are HD, FNDA, AAPL. The fund has invested 6.1% of it's portfolio in HOME DEPOT INC and 6% of portfolio in SCHWAB STRATEGIC TR.
LongView Wealth Management opened new stock positions in HOME DEPOT INC (HD), SCHWAB STRATEGIC TR (FNDA) and APPLE INC (AAPL).
The top stock holdings of LongView Wealth Management are HD, FNDA, AAPL. The fund has invested 6.1% of it's portfolio in HOME DEPOT INC and 6% of portfolio in SCHWAB STRATEGIC TR.
LongView Wealth Management opened new stock positions in HOME DEPOT INC (HD), SCHWAB STRATEGIC TR (FNDA) and APPLE INC (AAPL).
New Buys
| Ticker | $ Bought |
|---|---|
| CAPITAL GROUP CORE BALANCED | 512,132 |
| MICROSTRATEGY INC | 340,912 |
| CAPITAL GRP FIXED INCM ETF T | 232,436 |
| SPDR SER TR | 219,100 |
| SELECT SECTOR SPDR TR | 214,947 |
| FIDELITY COVINGTON TRUST | 206,867 |
| FIDELITY COVINGTON TRUST | 206,192 |
| ISHARES TR | 205,388 |
New stocks bought by LongView Wealth Management
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 415 |
| WALMART INC | 206 |
| VANGUARD BD INDEX FDS | 179 |
| ISHARES TR | 94.45 |
| FIDELITY MERRIMACK STR TR | 72.17 |
| CAPITAL GROUP GBL GROWTH EQT | 53.66 |
| SPDR SER TR | 52.28 |
| VANGUARD CHARLOTTE FDS | 43.85 |
Additions to existing portfolio by LongView Wealth Management
Reductions
| Ticker | % Reduced |
|---|---|
| BROADCOM INC | -30.00 |
| ISHARES TR | -29.6 |
| ISHARES TR | -27.87 |
| MASTERCARD INCORPORATED | -27.15 |
| ISHARES INC | -26.34 |
| SCHWAB STRATEGIC TR | -24.98 |
| VANGUARD INDEX FDS | -24.92 |
| ISHARES TR | -23.65 |
LongView Wealth Management reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| WARNER BROS DISCOVERY INC | -132,305 |
| CSX CORP | -227,872 |
| VANGUARD MALVERN FDS | -247,812 |
| EQUIFAX INC | -279,114 |
| CANOO INC | -2,726 |
| UNITEDHEALTH GROUP INC | -250,642 |
LongView Wealth Management got rid off the above stocks
Current Stock Holdings of LongView Wealth Management
Last Reported on: 16 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | 0.25 | 4,327 | 629,622 | UNCHANGED | 0.00 | |
| AAPL | APPLE INC | 4.69 | 68,976 | 11,828,100 | REDUCED | -3.61 | |
| AAXJ | ISHARES TR | 0.37 | 29,136 | 939,060 | ADDED | 1.24 | |
| AAXJ | ISHARES TR | 0.31 | 12,448 | 788,332 | ADDED | 0.66 | |
| AAXJ | ISHARES TR | 0.18 | 6,307 | 445,779 | REDUCED | -0.49 | |
| AAXJ | ISHARES TR | 0.15 | 4,215 | 389,505 | REDUCED | -29.6 | |
| AAXJ | ISHARES TR | 0.10 | 2,244 | 241,418 | REDUCED | -27.87 | |
| ABBV | ABBVIE INC | 0.51 | 7,042 | 1,282,320 | REDUCED | -8.57 | |
| ABT | ABBOTT LABS | 0.20 | 4,521 | 513,898 | REDUCED | -8.35 | |
| ACWF | ISHARES TR | 2.11 | 105,413 | 5,329,690 | ADDED | 10.91 | |
| ACWF | ISHARES TR | 1.75 | 111,504 | 4,422,240 | ADDED | 5.68 | |
| ACWF | ISHARES TR | 0.19 | 10,345 | 471,639 | REDUCED | -20.91 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.09 | 913 | 228,121 | REDUCED | -13.62 | |
| AFL | AFLAC INC | 0.51 | 15,090 | 1,295,650 | ADDED | 0.11 | |
| AGG | ISHARES TR | 3.36 | 112,187 | 8,467,870 | ADDED | 18.89 | |
| AGG | ISHARES TR | 0.73 | 13,569 | 1,832,580 | REDUCED | -0.29 | |
| AGG | ISHARES TR | 0.47 | 12,078 | 1,182,880 | ADDED | 1.04 | |
| AGG | ISHARES TR | 0.31 | 2,708 | 779,902 | ADDED | 33.66 | |
| AGG | ISHARES TR | 0.31 | 9,151 | 772,710 | REDUCED | -23.65 | |
| AGG | ISHARES TR | 0.22 | 1,064 | 559,338 | ADDED | 5.03 | |
| AGG | ISHARES TR | 0.18 | 4,062 | 448,982 | ADDED | 1.78 | |
| AGG | ISHARES TR | 0.16 | 2,210 | 412,850 | ADDED | 5.74 | |
| AGG | ISHARES TR | 0.13 | 2,674 | 329,438 | REDUCED | -23.12 | |
| AGG | ISHARES TR | 0.11 | 807 | 272,112 | ADDED | 7.74 | |
| AGG | ISHARES TR | 0.10 | 3,997 | 242,787 | ADDED | 415 | |
| AGG | ISHARES TR | 0.09 | 1,216 | 217,798 | REDUCED | -1.86 | |
| AGG | ISHARES TR | 0.09 | 2,394 | 216,513 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.08 | 2,572 | 205,388 | NEW | ||
| AGG | ISHARES TR | 0.08 | 1,792 | 204,539 | NEW | ||
| AJG | GALLAGHER ARTHUR J & CO | 0.10 | 999 | 249,790 | REDUCED | -1.87 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.17 | 2,346 | 423,430 | UNCHANGED | 0.00 | |
| AMPS | ISHARES TR | 0.40 | 12,175 | 1,017,600 | REDUCED | -7.9 | |
| AMPS | ISHARES TR | 0.25 | 5,713 | 629,630 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 1.41 | 19,758 | 3,563,950 | REDUCED | -1.42 | |
| AVGO | BROADCOM INC | 0.12 | 238 | 315,448 | REDUCED | -30.00 | |
| AXP | AMERICAN EXPRESS CO | 0.26 | 2,879 | 655,617 | REDUCED | -10.4 | |
| AZO | AUTOZONE INC | 0.12 | 93.00 | 293,103 | UNCHANGED | 0.00 | |
| BA | BOEING CO | 0.08 | 1,082 | 208,815 | REDUCED | -14.8 | |
| BAC | BANK AMERICA CORP | 0.18 | 11,892 | 450,928 | REDUCED | -0.95 | |
| BIL | SPDR SER TR | 0.21 | 18,586 | 519,300 | ADDED | 52.28 | |
| BIL | SPDR SER TR | 0.20 | 6,711 | 510,063 | ADDED | 8.22 | |
| BIL | SPDR SER TR | 0.18 | 6,107 | 446,089 | ADDED | 0.21 | |
| BIL | SPDR SER TR | 0.13 | 5,174 | 318,353 | ADDED | 32.91 | |
| BIL | SPDR SER TR | 0.09 | 7,775 | 219,100 | NEW | ||
| BIV | VANGUARD BD INDEX FDS | 1.49 | 49,097 | 3,764,280 | ADDED | 179 | |
| BIV | VANGUARD BD INDEX FDS | 0.19 | 6,570 | 475,189 | ADDED | 10.03 | |
| BIV | VANGUARD BD INDEX FDS | 0.18 | 5,931 | 447,235 | ADDED | 32.09 | |
| BIV | VANGUARD BD INDEX FDS | 0.13 | 4,571 | 331,985 | ADDED | 0.07 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.18 | 10,193 | 464,900 | ADDED | 33.57 | |
| BNDX | VANGUARD CHARLOTTE FDS | 0.37 | 18,925 | 930,903 | ADDED | 43.85 | |
| BOND | PIMCO ETF TR | 0.75 | 37,902 | 1,891,310 | UNCHANGED | 0.00 | |
| BP | BP PLC | 0.11 | 7,503 | 282,726 | REDUCED | -19.34 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.10 | 13,000 | 250,770 | UNCHANGED | 0.00 | |
| BSM | BLACK STONE MINERALS L P | 0.21 | 33,005 | 527,420 | REDUCED | -2.16 | |
| BXC | BLUELINX HLDGS INC | 0.25 | 4,892 | 637,134 | UNCHANGED | 0.00 | |
| BZQ | PROSHARES TR | 0.26 | 6,555 | 664,743 | UNCHANGED | 0.00 | |
| CAT | CATERPILLAR INC | 0.11 | 735 | 269,292 | REDUCED | -3.92 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 0.54 | 60,100 | 1,349,860 | ADDED | 6.99 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 0.30 | 27,600 | 745,476 | ADDED | 15.48 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 0.09 | 8,596 | 232,436 | NEW | ||
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 0.99 | 76,959 | 2,501,180 | ADDED | 9.93 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 0.42 | 36,859 | 1,061,540 | ADDED | 53.66 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.78 | 219,241 | 7,013,530 | ADDED | 36.82 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 0.23 | 18,992 | 591,780 | ADDED | 23.86 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 0.76 | 74,063 | 1,909,330 | UNCHANGED | 0.00 | |
| CHD | CHURCH & DWIGHT CO INC | 0.59 | 14,304 | 1,492,020 | REDUCED | -6.69 | |
| CMCSA | COMCAST CORP NEW | 0.14 | 8,379 | 363,230 | REDUCED | -1.98 | |
| COP | CONOCOPHILLIPS | 0.17 | 3,324 | 423,076 | REDUCED | -3.48 | |
| COST | COSTCO WHSL CORP NEW | 0.29 | 1,010 | 739,878 | REDUCED | -0.69 | |
| CRM | SALESFORCE INC | 0.10 | 858 | 258,412 | REDUCED | -2.61 | |
| CSCO | CISCO SYS INC | 0.12 | 6,157 | 307,319 | REDUCED | -2.32 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.34 | 5,136 | 869,823 | ADDED | 2.41 | |
| CSX | CSX CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CVX | CHEVRON CORP NEW | 0.31 | 5,014 | 790,941 | REDUCED | -6.96 | |
| DAL | DELTA AIR LINES INC DEL | 0.13 | 6,704 | 320,900 | ADDED | 0.01 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.09 | 4,300 | 234,049 | UNCHANGED | 0.00 | |
| DIS | DISNEY WALT CO | 0.21 | 4,375 | 535,324 | REDUCED | -2.41 | |
| DLR | DIGITAL RLTY TR INC | 0.20 | 3,412 | 491,505 | ADDED | 0.47 | |
| DUK | DUKE ENERGY CORP NEW | 0.32 | 8,276 | 800,357 | REDUCED | -3.98 | |
| EDV | VANGUARD WORLD FD | 0.66 | 5,832 | 1,671,630 | ADDED | 3.59 | |
| EDV | VANGUARD WORLD FD | 0.48 | 6,506 | 1,215,790 | ADDED | 1.21 | |
| EFX | EQUIFAX INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ELV | ELEVANCE HEALTH INC | 0.17 | 806 | 417,983 | REDUCED | -1.83 | |
| EMGF | ISHARES INC | 0.21 | 10,155 | 524,015 | REDUCED | -26.34 | |
| ET | ENERGY TRANSFER L P | 0.20 | 32,642 | 513,459 | REDUCED | -3.31 | |
| FAST | FASTENAL CO | 0.18 | 5,910 | 455,877 | ADDED | 0.54 | |
| FBCG | FIDELITY COVINGTON TRUST | 0.22 | 12,094 | 547,975 | ADDED | 12.46 | |
| FBCG | FIDELITY COVINGTON TRUST | 0.08 | 3,051 | 206,867 | NEW | ||
| FBCG | FIDELITY COVINGTON TRUST | 0.08 | 2,955 | 206,192 | NEW | ||
| FBND | FIDELITY MERRIMACK STR TR | 1.80 | 100,360 | 4,547,330 | ADDED | 72.17 | |
| FNDA | SCHWAB STRATEGIC TR | 5.86 | 183,532 | 14,798,200 | ADDED | 4.57 | |
| FNDA | SCHWAB STRATEGIC TR | 2.23 | 90,626 | 5,624,230 | ADDED | 14.68 | |
| FNDA | SCHWAB STRATEGIC TR | 1.22 | 33,237 | 3,081,690 | ADDED | 6.79 | |
| FNDA | SCHWAB STRATEGIC TR | 0.87 | 90,661 | 2,199,440 | ADDED | 40.91 | |
| FNDA | SCHWAB STRATEGIC TR | 0.64 | 30,739 | 1,603,370 | REDUCED | -24.98 | |
| FNDA | SCHWAB STRATEGIC TR | 0.60 | 42,275 | 1,505,410 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 0.42 | 13,949 | 1,059,840 | ADDED | 19.8 | |
| GMED | GLOBUS MED INC | 0.33 | 15,400 | 826,056 | REDUCED | -15.22 | |
| GOEV | CANOO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC | 0.37 | 6,192 | 934,559 | ADDED | 2.6 | |
| GOOG | ALPHABET INC | 0.33 | 5,405 | 822,965 | REDUCED | -4.45 | |
| GPC | GENUINE PARTS CO | 4.62 | 75,211 | 11,652,400 | UNCHANGED | 0.00 | |
| HAPY | HARBOR ETF TRUST | 0.16 | 8,618 | 392,255 | ADDED | 1.22 | |
| HD | HOME DEPOT INC | 5.85 | 38,502 | 14,769,300 | REDUCED | -2.23 | |
| IBCE | ISHARES TR | 1.64 | 55,809 | 4,142,150 | ADDED | 94.45 | |
| IBCE | ISHARES TR | 0.20 | 2,675 | 501,161 | ADDED | 3.88 | |
| INTC | INTEL CORP | 0.10 | 5,682 | 250,965 | ADDED | 0.18 | |
| JAMF | WISDOMTREE TR | 0.14 | 7,500 | 344,550 | UNCHANGED | 0.00 | |
| JNJ | JOHNSON & JOHNSON | 0.92 | 14,708 | 2,326,730 | REDUCED | -2.13 | |
| JPM | JPMORGAN CHASE & CO | 0.28 | 3,555 | 711,995 | REDUCED | -3.89 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 0.20 | 3,224 | 504,169 | UNCHANGED | 0.00 | |
| KO | COCA COLA CO | 0.83 | 34,400 | 2,104,590 | REDUCED | -11.64 | |
| LIN | LINDE PLC | 0.08 | 431 | 200,122 | NEW | ||
| LLY | ELI LILLY & CO | 0.14 | 440 | 342,602 | REDUCED | -4.56 | |
| LMT | LOCKHEED MARTIN CORP | 0.09 | 496 | 225,616 | REDUCED | -2.55 | |
| LOW | LOWES COS INC | 0.11 | 1,075 | 273,835 | REDUCED | -2.36 | |
| MA | MASTERCARD INCORPORATED | 0.13 | 695 | 334,691 | REDUCED | -27.15 | |
| MCD | MCDONALDS CORP | 0.26 | 2,354 | 663,682 | ADDED | 0.34 | |
| MDT | MEDTRONIC PLC | 0.19 | 5,569 | 485,302 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 0.34 | 1,762 | 855,614 | ADDED | 1.26 | |
| MSFT | MICROSOFT CORP | 1.92 | 11,482 | 4,830,790 | REDUCED | -1.61 | |
| MSTR | MICROSTRATEGY INC | 0.14 | 200 | 340,912 | NEW | ||
| NGG | NATIONAL GRID PLC | 0.13 | 4,941 | 337,075 | REDUCED | -9.74 | |
| NSC | NORFOLK SOUTHN CORP | 0.22 | 2,181 | 555,965 | REDUCED | -1.45 | |
| NVDA | NVIDIA CORPORATION | 0.64 | 1,787 | 1,614,680 | ADDED | 0.9 | |
| O | REALTY INCOME CORP | 0.35 | 16,470 | 891,045 | ADDED | 2.2 | |
| PEP | PEPSICO INC | 0.30 | 4,299 | 752,434 | ADDED | 14.98 | |
| PG | PROCTER AND GAMBLE CO | 0.42 | 6,581 | 1,067,810 | REDUCED | -1.11 | |
| QCOM | QUALCOMM INC | 0.08 | 1,201 | 203,329 | NEW | ||
| QQQ | INVESCO QQQ TR | 1.81 | 10,277 | 4,563,090 | REDUCED | -0.17 | |
| RF | REGIONS FINANCIAL CORP NEW | 0.14 | 16,760 | 352,636 | UNCHANGED | 0.00 | |
| RIO | RIO TINTO PLC | 0.26 | 10,257 | 653,764 | REDUCED | -2.02 | |
| SBUX | STARBUCKS CORP | 0.15 | 4,145 | 378,804 | ADDED | 0.05 | |
| SCHW | SCHWAB CHARLES CORP | 0.11 | 3,924 | 283,850 | ADDED | 0.2 | |
| SHW | SHERWIN WILLIAMS CO | 0.12 | 861 | 299,051 | REDUCED | -2.16 | |
| SO | SOUTHERN CO | 1.14 | 40,151 | 2,880,430 | REDUCED | -4.71 | |
| T | AT&T INC | 0.29 | 41,031 | 722,145 | REDUCED | -19.52 | |
| TFC | TRUIST FINL CORP | 0.09 | 5,471 | 213,260 | REDUCED | -20.62 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.13 | 551 | 320,038 | REDUCED | -1.25 | |
| TSCO | TRACTOR SUPPLY CO | 0.18 | 1,720 | 450,158 | REDUCED | -0.52 | |
| TSLA | TESLA INC | 0.16 | 2,337 | 410,821 | ADDED | 2.64 | |
| UNH | UNITEDHEALTH GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| UPS | UNITED PARCEL SERVICE INC | 1.59 | 27,063 | 4,022,440 | REDUCED | -0.37 | |
| V | VISA INC | 0.16 | 1,471 | 410,559 | REDUCED | -12.39 | |
| VAW | VANGUARD WORLD FD | 0.17 | 3,313 | 436,284 | REDUCED | -4.17 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.90 | 45,125 | 2,263,940 | ADDED | 21.94 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.60 | 36,134 | 1,509,310 | REDUCED | -8.75 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.35 | 4,786 | 874,017 | REDUCED | -8.3 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.22 | 4,545 | 549,944 | ADDED | 4.72 | |
| VLO | VALERO ENERGY CORP | 0.14 | 1,998 | 341,039 | ADDED | 0.76 | |
| VOO | VANGUARD INDEX FDS | 2.83 | 20,721 | 7,132,290 | ADDED | 3.73 | |
| VOO | VANGUARD INDEX FDS | 1.98 | 30,713 | 5,001,870 | ADDED | 4.4 | |
| VOO | VANGUARD INDEX FDS | 1.97 | 21,754 | 4,972,860 | REDUCED | -4.58 | |
| VOO | VANGUARD INDEX FDS | 0.91 | 8,797 | 2,286,270 | ADDED | 0.02 | |
| VOO | VANGUARD INDEX FDS | 0.87 | 4,588 | 2,205,270 | ADDED | 13.85 | |
| VOO | VANGUARD INDEX FDS | 0.58 | 5,895 | 1,473,030 | REDUCED | -24.92 | |
| VOO | VANGUARD INDEX FDS | 0.43 | 5,668 | 1,087,580 | ADDED | 6.58 | |
| VOO | VANGUARD INDEX FDS | 0.32 | 3,390 | 812,678 | REDUCED | -0.64 | |
| VOO | VANGUARD INDEX FDS | 0.28 | 4,047 | 709,318 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.12 | 1,915 | 298,568 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.12 | 1,122 | 292,433 | ADDED | 12.99 | |
| VTIP | VANGUARD MALVERN FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.15 | 9,162 | 384,418 | REDUCED | -1.84 | |
| WBD | WARNER BROS DISCOVERY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WELL | WELLTOWER INC | 0.19 | 5,116 | 478,052 | ADDED | 2.08 | |
| WMT | WALMART INC | 0.37 | 15,482 | 931,559 | ADDED | 206 | |
| XLB | SELECT SECTOR SPDR TR | 0.52 | 10,459 | 1,317,370 | ADDED | 0.78 | |
| XLB | SELECT SECTOR SPDR TR | 0.23 | 14,627 | 578,209 | REDUCED | -20.12 | |
| XLB | SELECT SECTOR SPDR TR | 0.17 | 5,583 | 426,311 | ADDED | 0.16 | |
| XLB | SELECT SECTOR SPDR TR | 0.12 | 7,309 | 307,870 | ADDED | 0.04 | |
| XLB | SELECT SECTOR SPDR TR | 0.09 | 2,277 | 214,947 | NEW | ||
| XOM | EXXON MOBIL CORP | 1.06 | 23,046 | 2,678,860 | REDUCED | -8.64 | |
| FIRST TR MLP & ENERGY INCOM | 1.55 | 404,801 | 3,914,420 | REDUCED | -1.55 | ||
| BERKSHIRE HATHAWAY INC DEL | 1.23 | 7,366 | 3,097,480 | ADDED | 1.11 | ||
| REAVES UTIL INCOME FD | 0.80 | 75,333 | 2,030,990 | REDUCED | -1.14 | ||
| FIDELITY COVINGTON TRUST | 0.72 | 59,266 | 1,809,990 | REDUCED | -2.9 | ||
| FIDELITY COVINGTON TRUST | 0.45 | 40,120 | 1,145,420 | ADDED | 0.74 | ||
| CAPITAL GROUP CORE BALANCED | 0.20 | 17,593 | 512,132 | NEW | |||
| PIMCO CORPORATE & INCM STRG | 0.16 | 29,402 | 410,746 | ADDED | 19.21 | ||
| FLAHERTY & CRUMRINE PFD INCO | 0.12 | 27,668 | 293,557 | REDUCED | -5.88 | ||
| FIRST TR ENERGY INCOME & GRO | 0.07 | 11,500 | 187,910 | NEW | |||
| DNP SELECT INCOME FD INC | 0.07 | 20,581 | 186,670 | UNCHANGED | 0.00 |