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The Analysis of Samalin Investment Counsel, LLC's Holdings & P&L

Currently, Samalin Investment Counsel, LLC holds 319 types of securities in its portfolio with a total value $282.0M. In the most recent quarter, they have increased their positions in N/A (+11.7K shares, valued at $2.2M), SCHD (+54.6K shares, valued at $1.7M), N/A (+105.0K shares, valued at $1.2M); decreased their positions in ITOT (-7.9K shares, valued at $1.1M), AAPL (-4.4K shares, valued at $1.1M), IWR (-10.2K shares, valued at $994.0K); initiated new positions in N/A (+105.0K shares, valued at $1.2M), NML (+94.3K shares, valued at $990.8K), EVT (+36.7K shares, valued at $900.9K).

1M P&L

+7.1M+3.20%

3M P&L

+9.1M+4.19%

HY P&L

+18.4M+8.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A138.1M

55.2%

2Oil & Gas Midstream9.8M

3.9%

3Asset Management9.4M

3.8%

Top Industries by Stock Count

1N/A123 stocks

42.4%

2Asset Management15 stocks

5.2%

3REIT - Mortgage11 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC33.9K shares-11.55%2026-03-312026-04-23

OUNZ VANECK MERK GOLD ETF176.9K shares-4.99%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T9.1K shares2.68%2026-03-312026-04-23

GLD SPDR GOLD TR11.3K shares1.98%2026-03-312026-04-23

DGRO ISHARES TR67.3K shares-2.35%2026-03-312026-04-23

IWY ISHARES TR18.6K shares5.25%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.9K shares-3.08%2026-03-312026-04-23

MSFT MICROSOFT CORP11.2K shares-14.40%2026-03-312026-04-23

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.5K shares149.40%2026-03-312026-04-23

EFAV ISHARES TR39.9K shares0.74%2026-03-312026-04-23

ITOT ISHARES TR25.5K shares-23.63%2026-03-312026-04-23

IWR ISHARES TR37.0K shares-21.66%2026-03-312026-04-23

BAC BANK AMERICA CORP72.2K shares-0.23%2026-03-312026-04-23

ALPS ETF TR ALPS ETF TR64.4K shares23.75%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST86.8K shares4.76%2026-03-312026-04-23

MPLX MPLX LP58.2K shares4.56%2026-03-312026-04-23

Sponsored

NVDA NVIDIA CORPORATION18.4K shares-5.64%2026-03-312026-04-23

TIP ISHARES TR27.1K shares-2.42%2026-03-312026-04-23

IJR ISHARES TR23.9K shares23.61%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L78.4K shares10.14%2026-03-312026-04-23

USTB VICTORY PORTFOLIOS II57.5K shares-6.61%2026-03-312026-04-23

ISTB ISHARES TR59.6K shares-4.76%2026-03-312026-04-23

SHY ISHARES TR34.2K shares-6.11%2026-03-312026-04-23

FTEC FIDELITY COVINGTON TRUST13.5K shares15.91%2026-03-312026-04-23

Sponsored

INVESCO QQQ TR INVESCO QQQ TR4.6K shares-2.78%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC7.2K shares-0.54%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO8.6K shares-3.08%2026-03-312026-04-23

BIZD VANECK ETF TRUST194.0K shares48.82%2026-03-312026-04-23

META META PLATFORMS INC4.3K shares-15.71%2026-03-312026-04-23

HQH ABRDN HEALTHCARE INVESTORS125.8K shares53.94%2026-03-312026-04-23

TSLA TESLA INC5.8K shares-1.33%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST42.3K shares5.97%2026-03-312026-04-23

Sponsored

SCHD SCHWAB STRATEGIC TR64.8K shares535.47%2026-03-312026-04-23

PFFA ETFIS SER TR I94.0K shares-4.91%2026-03-312026-04-23

RVT ROYCE SMALL CAP TRUST INC112.8K shares57.49%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS19.2K shares1.28%2026-03-312026-04-23

RQI COHEN & STEERS QUALITY INCOM137.6K shares-10.80%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST23.0K shares10.32%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON6.5K shares10.33%2026-03-312026-04-23

PG PROCTER & GAMBLE CO11.0K shares10.33%2026-03-312026-04-23

Sponsored

CHI CALAMOS CONV OPPORTUNITIES &146.3K shares116.15%2026-03-312026-04-23

ALPHABET INC ALPHABET INC5.4K shares0.57%2026-03-312026-04-23

WES WESTERN MIDSTREAM PARTNERS L37.8K shares10.32%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR32.6K shares0.19%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST20.9K shares8.11%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC5.4K shares-5.66%2026-03-312026-04-23

UTG REAVES UTIL INCOME FD35.9K shares122.91%2026-03-312026-04-23

DFSB DIMENSIONAL ETF TRUST27.1K shares-3.05%2026-03-312026-04-23

Sponsored

EEM ISHARES TR24.6K shares-3.22%2026-03-312026-04-23

DFSD DIMENSIONAL ETF TRUST29.1K shares1.50%2026-03-312026-04-23

AMZN AMAZON COM INC6.7K shares-1.99%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC11.4K shares62.05%2026-03-312026-04-23

ARCC ARES CAPITAL CORP75.1K shares-3.41%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST31.7K shares2.39%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR10.0K shares15.84%2026-03-312026-04-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC11.8K shares0.24%2026-03-312026-04-23

Sponsored

OHI OMEGA HEALTHCARE INVS INC28.6K shares20.59%2026-03-312026-04-23

DFIP DIMENSIONAL ETF TRUST29.6K shares-1.15%2026-03-312026-04-23

DUHP DIMENSIONAL ETF TRUST33.5K shares8.69%2026-03-312026-04-23

BROADCOM INC BROADCOM INC3.9K shares-1.56%2026-03-312026-04-23

HTD HANCOCK JOHN TAX-ADVANTAGED48.0K shares-0.37%2026-03-312026-04-23

CGBD CARLYLE SECURED LENDING INC107.1K shares9.91%2026-03-312026-04-23

ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F105.0K sharesnew addition2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST29.5K shares2.84%2026-03-312026-04-23

Sponsored

OPRA OPERA LTD80.5K shares3.18%2026-03-312026-04-23

WPC WP CAREY INC16.9K shares7.72%2026-03-312026-04-23

DFLV DIMENSIONAL ETF TRUST31.3K shares5.60%2026-03-312026-04-23

CVX CHEVRON CORPORATION5.4K shares-2.57%2026-03-312026-04-23

O REALTY INCOME CORP16.8K shares-6.10%2026-03-312026-04-23

ET ENERGY TRANSFER L P53.1K shares1.51%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC20.4K shares-11.60%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC3.0K shares-4.27%2026-03-312026-04-23

Sponsored

PTY PIMCO CORPORATE & INCOME OPP83.9K shares-3.18%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS4.6K shares24.27%2026-03-312026-04-23

ERO ERO COPPER CORP37.2K shares-0.78%2026-03-312026-04-23

NML NEUBERGER ENGY INFRSTR & INC94.3K sharesnew addition2026-03-312026-04-23

HD HOME DEPOT INC3.0K shares-0.93%2026-03-312026-04-23

MO ALTRIA GROUP INC14.0K shares8.57%2026-03-312026-04-23

WLKP WESTLAKE CHEM PARTNERS LP41.9K shares-5.50%2026-03-312026-04-23

OBDC BLUE OWL CAPITAL CORPORATION83.0K shares1.88%2026-03-312026-04-23

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.5K shares4.56%2026-03-312026-04-23

EVT EATON VANCE TAX ADVT DIV INC36.7K sharesnew addition2026-03-312026-04-23

FVR FRONTVIEW REIT INC58.0K shares-0.14%2026-03-312026-04-23

GSL GLOBAL SHIP LEASE INC23.7K shares2.32%2026-03-312026-04-23

XOM EXXON MOBIL CORP5.2K shares-0.04%2026-03-312026-04-23

PDO PIMCO DYNAMIC INCOME OPRNTS65.6K shares-10.48%2026-03-312026-04-23

RNP COHEN & STEERS REIT & PFD &42.8K shares-5.93%2026-03-312026-04-23

RFI COHEN & STEERS TOTAL RETURN75.6K shares0.13%2026-03-312026-04-23

Sponsored

V VISA INC2.8K shares0.07%2026-03-312026-04-23

WMT WALMART INC6.6K shares-0.06%2026-03-312026-04-23

MCD MCDONALDS CORP2.6K shares-3.59%2026-03-312026-04-23

LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST17.4K shares10.51%2026-03-312026-04-23

CHCT COMMUNITY HEALTHCARE TR INC50.6K shares18.00%2026-03-312026-04-23

JPC NUVEEN PFD & INCOME OPPORTUN105.7K shares-11.15%2026-03-312026-04-23

IJH ISHARES TR11.8K shares-20.48%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC941 shares-7.93%2026-03-312026-04-23

Sponsored

OXFORD LANE CAP CORP OXFORD LANE CAP CORP81.1K shares105.03%2026-03-312026-04-23

ADX ADAMS DIVERSIFIED EQUITY FD36.1K sharesnew addition2026-03-312026-04-23

GAM GENERAL AMERN INVS CO INC13.5K sharesnew addition2026-03-312026-04-23

MLCO MELCO RESORTS AND ENTMNT LTD138.8K shares907.57%2026-03-312026-04-23

FLEX FLEXTRONICS INTL LTD11.9K shares2.48%2026-03-312026-04-23

HPE-PC HEWLETT PACKARD ENTERPRISE C12.0K shares13.05%2026-03-312026-04-23

LLY ELI LILLY & CO840 shares-7.49%2026-03-312026-04-23

THQ ABRDN HEALTHCARE OPPORTUNITI45.9K shares-15.07%2026-03-312026-04-23

Sponsored

THW ABRDN WORLD HEALTHCARE FUND65.9K shares-8.07%2026-03-312026-04-23

CCD CALAMOS DYNAMIC CONV & INCOM36.0K shares-12.62%2026-03-312026-04-23

ARI APOLLO COML REAL ESTATE FIN72.3K shares-13.65%2026-03-312026-04-23

SLB SLB LIMITED14.8K shares140.25%2026-03-312026-04-23

BTO HANCOCK JOHN FINL OPPTYS21.1K shares-18.82%2026-03-312026-04-23

PFE PFIZER INC26.9K shares9.11%2026-03-312026-04-23

DFP FLAHERTY & CRUMRINE DYNAMIC37.5K shares-12.52%2026-03-312026-04-23

ABBV ABBVIE INC3.5K shares2.43%2026-03-312026-04-23

Sponsored

PDI PIMCO DYNAMIC INCOME FD43.8K shares-9.88%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.6K shares-10.92%2026-03-312026-04-23

MOAT VANECK ETF TRUST7.7K shares-0.66%2026-03-312026-04-23

RMM RIVERNORTH MANAGED DUR MUN I54.6K shares-11.46%2026-03-312026-04-23

IVV ISHARES TR1.1K shares-42.98%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC6.2K shares-0.03%2026-03-312026-04-23

MCHPP MICROCHIP TECHNOLOGY INC.12.2K shares2.45%2026-03-312026-04-23

CELESTICA INC CELESTICA INC2.5K shares-2.53%2026-03-312026-04-23

Sponsored

PCF HIGH INCOME SECS FD125.7K shares28.79%2026-03-312026-04-23

AMGN AMGEN INC2.0K shares-12.59%2026-03-312026-04-23

BCX BLACKROCK RES & COMMODITIES57.1K shares-23.58%2026-03-312026-04-23

TYG TORTOISE ENERGY INFRSTRCTR C13.7K shares0.13%2026-03-312026-04-23

XIFR XPLR INFRASTRUCTURE LP63.5K shares-4.77%2026-03-312026-04-23

DFSI DIMENSIONAL ETF TRUST15.9K shares7.88%2026-03-312026-04-23

EFV ISHARES TR9.0K shares-7.10%2026-03-312026-04-23

VTV VANGUARD INDEX FDS3.4K shares-1.89%2026-03-312026-04-23

Sponsored

NEE NEXTERA ENERGY INC7.1K shares-1.26%2026-03-312026-04-23

ONEQ FIDELITY COMWLTH TR7.7K shares39.42%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC5.6K shares0.22%2026-03-312026-04-23

FVAL FIDELITY COVINGTON TRUST9.2K shares0.08%2026-03-312026-04-23

XLG INVESCO EXCHANGE TRADED FD T11.6K shares0.41%2026-03-312026-04-23

METCB RAMACO RES INC60.5K shares11.53%2026-03-312026-04-23

CHY CALAMOS CONV & HIGH INCOME F56.6K shares2.17%2026-03-312026-04-23

NFLX NETFLIX INC.6.4K shares11.32%2026-03-312026-04-23

Sponsored

ANIP ANI PHARMACEUTICALS INC7.9K sharesnew addition2026-03-312026-04-23

CCJ CAMECO CORP5.5K shares3.41%2026-03-312026-04-23

JXN JACKSON FINANCIAL INC5.7K shares5.37%2026-03-312026-04-23

AQN ALGONQUIN POWER & UTILITIES95.9K shares-13.21%2026-03-312026-04-23

T AT&T INC20.2K shares95.15%2026-03-312026-04-23

DVY ISHARES TR3.8K shares0.53%2026-03-312026-04-23

FBTC FIDELITY WISE ORIGIN BITCOIN9.8K shares2.57%2026-03-312026-04-23

MPW MEDICAL PROPERTIES TRUST INC123.8K shares-12.15%2026-03-312026-04-23

Sponsored

EPR EPR PPTYS11.4K shares-9.84%2026-03-312026-04-23

USA LIBERTY ALL STAR EQUITY FD102.5K shares-2.10%2026-03-312026-04-23

KRP KIMBELL RTY PARTNERS LP38.8K shares-8.68%2026-03-312026-04-23

ECC EAGLE POINT CREDIT COMPANY I147.3K shares101.16%2026-03-312026-04-23

IVW ISHARES TR4.9K shares0.08%2026-03-312026-04-23

AGNC AGNC INVT CORP54.9K shares-20.01%2026-03-312026-04-23

ORCL ORACLE CORP3.7K shares15.04%2026-03-312026-04-23

UTF COHEN & STEERS INFRASTRUCTUR21.2K shares-15.82%2026-03-312026-04-23

Sponsored

BSV VANGUARD BD INDEX FDS7.0K shares0.64%2026-03-312026-04-23

NNN NNN REIT INC12.9K shares-7.80%2026-03-312026-04-23

EFA ISHARES TR5.5K shares-3.55%2026-03-312026-04-23

IYW ISHARES TR2.9K shares-3.99%2026-03-312026-04-23

ACRE ARES COML REAL ESTATE CORP110.9K shares-7.17%2026-03-312026-04-23

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN24.9K shares-19.76%2026-03-312026-04-23

OXY OCCIDENTAL PETE CORP7.8K sharesnew addition2026-03-312026-04-23

CSWC CAPITAL SOUTHWEST CORP22.9K shares-19.27%2026-03-312026-04-23

Sponsored

SLRC SLR INVESTMENT CORP34.9K shares-11.72%2026-03-312026-04-23

TPVG TRIPLEPOINT VENTURE GROWTH B99.6K shares7.81%2026-03-312026-04-23

NATIONAL GRID PLC NATIONAL GRID PLC5.8K shares-0.36%2026-03-312026-04-23

BRSP BRIGHTSPIRE CAPITAL INC87.4K shares-23.44%2026-03-312026-04-23

HODL VANECK BITCOIN ETF25.5K shares4.25%2026-03-312026-04-23

SPYG SPDR SERIES TRUST5.0K shares0.08%2026-03-312026-04-23

XAI OCTAGN FLT RAT & ALT INM XAI OCTAGN FLT RAT & ALT INM28.0K sharesnew addition2026-03-312026-04-23

KRC KILROY REALTY CORP16.9K sharesnew addition2026-03-312026-04-23

Sponsored

IWM ISHARES TR1.9K shares-9.85%2026-03-312026-04-23

DMB BNY MELLON MUN BD INFRASTRUC44.9K shares-14.34%2026-03-312026-04-23

UNP UNION PAC CORP1.9K shares0.00%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP2.2K shares0.00%2026-03-312026-04-23

MRP MILLROSE PPTYS INC16.3K sharesnew addition2026-03-312026-04-23

ONL ORION PROPERTIES INC211.3K shares-0.44%2026-03-312026-04-23

KRE SPDR SERIES TRUST7.0K shares0.48%2026-03-312026-04-23

SBRA SABRA HEALTH CARE REIT INC23.5K shares1.79%2026-03-312026-04-23

Sponsored

LINDE PLC LINDE PLC897 shares-5.68%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP497 shares-0.40%2026-03-312026-04-23

ING ING GROEP N.V.17.0K shares-0.19%2026-03-312026-04-23

KBE SPDR SERIES TRUST7.4K shares0.47%2026-03-312026-04-23

HFRO HIGHLAND OPPS & INCOME FD77.4K shares-7.93%2026-03-312026-04-23

EEMS ISHARES INC6.4K shares-2.76%2026-03-312026-04-23

IVE ISHARES TR2.1K shares-3.80%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST8.3K shares0.85%2026-03-312026-04-23

Sponsored

CSCO CISCO SYS INC5.6K shares0.38%2026-03-312026-04-23

EMD WESTERN ASSET EMERGING MKTS44.4K shares-0.72%2026-03-312026-04-23

IEFA ISHARES TR4.8K shares-4.31%2026-03-312026-04-23

DFAE DIMENSIONAL ETF TRUST12.8K shares1.59%2026-03-312026-04-23

SCZ ISHARES TR5.5K shares-3.10%2026-03-312026-04-23

PAA PLAINS ALL AMERN PIPELINE L19.2K shares2.10%2026-03-312026-04-23

IGR CBRE GBL REAL ESTATE INC FD96.1K shares7.17%2026-03-312026-04-23

HON HONEYWELL INTL INC1.9K shares0.27%2026-03-312026-04-23

Sponsored

SPG SIMON PPTY GROUP INC NEW2.2K shares8.88%2026-03-312026-04-23

RIET ETF SER SOLUTIONS46.1K shares6.03%2026-03-312026-04-23

KKR & CO INC KKR & CO INC4.4K shares-2.07%2026-03-312026-04-23

DISV DIMENSIONAL ETF TRUST10.4K shares3.00%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS687 shares-1.72%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION411 shares-12.74%2026-03-312026-04-23

STWD STARWOOD PPTY TR INC23.7K shares11.44%2026-03-312026-04-23

SRLN SSGA ACTIVE ETF TR10.1K shares-29.36%2026-03-312026-04-23

Sponsored

ABT ABBOTT LABORATORIES3.9K shares-1.47%2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS511 shares-1.92%2026-03-312026-04-23

EQIX EQUINIX INC401 shares-2.91%2026-03-312026-04-23

WFC WELLS FARGO & CO4.9K shares-0.12%2026-03-312026-04-23

PBDC PUTNAM ETF TRUST14.0K shares-42.47%2026-03-312026-04-23

PTF INVESCO EXCHANGE TRADED FD T4.5K shares-28.11%2026-03-312026-04-23

DLR DIGITAL RLTY TR INC2.1K shares-3.12%2026-03-312026-04-23

SPOT SPOTIFY TECHNOLOGY S A796 shares-15.95%2026-03-312026-04-23

Sponsored

CMS CMS ENERGY CORP4.9K shares-3.33%2026-03-312026-04-23

RITM RITHM CAPITAL CORP40.0K shares3.64%2026-03-312026-04-23

MS MORGAN STANLEY2.3K shares-0.70%2026-03-312026-04-23

CINF CINCINNATI FINL CORP2.4K shares-3.04%2026-03-312026-04-23

CPNG COUPANG INC19.5K shares-4.45%2026-03-312026-04-23

NVO NOVO-NORDISK A S10.0K shares-11.63%2026-03-312026-04-23

EWZ ISHARES INC9.5K shares-5.68%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN1.8K shares-1.76%2026-03-312026-04-23

Sponsored

DIA STATE STR SPDR DOW JONES IND781 shares-69.82%2026-03-312026-04-23

IVOO VANGUARD ADMIRAL FDS INC3.2K shares0.32%2026-03-312026-04-23

RDNT RADNET INC6.4K shares0.00%2026-03-312026-04-23

IYC ISHARES TR3.7K shares-5.35%2026-03-312026-04-23

FDLO FIDELITY COVINGTON TRUST5.5K shares0.05%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO1.2K shares0.17%2026-03-312026-04-23

IGV ISHARES TR4.4K shares20.68%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC2.4K shares-46.46%2026-03-312026-04-23

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.42%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC6.0K shares-1.02%2026-03-312026-04-23

GNT GAMCO NAT RES GOLD & INCOME40.8K shares-18.46%2026-03-312026-04-23

RJF RAYMOND JAMES FINL INC2.4K shares-2.04%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP497 shares-1.19%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO5.5K shares3.50%2026-03-312026-04-23

ED CONSOLIDATED EDISON INC2.9K shares0.24%2026-03-312026-04-23

PFXF VANECK ETF TRUST18.3K shares-15.84%2026-03-312026-04-23

Sponsored

PMT PENNYMAC MTG INVT TR27.4K shares2.84%2026-03-312026-04-23

HSBC HSBC HLDGS PLC3.9K shares-1.08%2026-03-312026-04-23

HYT BLACKROCK CORPOR HI YLD FD I36.8K shares-9.71%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP889 shares0.11%2026-03-312026-04-23

SKT TANGER INC8.9K shares0.82%2026-03-312026-04-23

CB CHUBB LTD SWITZ930 shares-1.17%2026-03-312026-04-23

KYN KAYNE ANDERSON ENERGY INFRST21.2K shares-1.91%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST8.9K shares3.65%2026-03-312026-04-23

Sponsored

QQQM INVESCO EXCH TRADED FD TR II1.3K shares-12.65%2026-03-312026-04-23

BXMT BLACKSTONE MORTGAGE TRUST IN15.5K shares10.51%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F2.1K shares0.19%2026-03-312026-04-23

IYJ ISHARES TR2.0K shares-5.41%2026-03-312026-04-23

TGB TASEKO MINES LTD45.0K shares0.00%2026-03-312026-04-23

IIF MORGAN STANLEY INDIA INVT FD14.1K shares8.10%2026-03-312026-04-23

SBUX STARBUCKS CORP3.2K shares-4.70%2026-03-312026-04-23

APH AMPHENOL CORP2.3K shares-5.89%2026-03-312026-04-23

Sponsored

TRGP TARGA RES CORP1.1K shares0.45%2026-03-312026-04-23

TBIL RBB FD INC5.5K sharesnew addition2026-03-312026-04-23

KRG KITE REALTY GROUP TRUST11.0K shares3.48%2026-03-312026-04-23

APLE APPLE HOSPITALITY REIT INC23.5K shares26.28%2026-03-312026-04-23

SO SOUTHERN CO2.7K shares0.26%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares-1.73%2026-03-312026-04-23

EEMV ISHARES INC4.0K shares0.00%2026-03-312026-04-23

CHIRON REAL ESTATE INC CHIRON REAL ESTATE INC7.8K shares-0.06%2026-03-312026-04-23

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.4.0K shares0.03%2026-03-312026-04-23

IBN ICICI BANK LIMITED9.8K shares2.89%2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW9.7K shares17.01%2026-03-312026-04-23

IRM IRON MTN INC DEL2.5K shares-4.46%2026-03-312026-04-23

SPGI S&P GLOBAL INC588 shares-5.01%2026-03-312026-04-23

TPC TUTOR PERINI CORP3.2K sharesnew addition2026-03-312026-04-23

IDXX IDEXX LABS INC431 shares-1.60%2026-03-312026-04-23

NRG NRG ENERGY INC1.6K shares-5.64%2026-03-312026-04-23

Sponsored

CAG CONAGRA BRANDS INC14.7K sharesnew addition2026-03-312026-04-23

SEI SOLARIS ENERGY INFRAS INC4.1K sharesnew addition2026-03-312026-04-23

A AGILENT TECHNOLOGIES INC2.0K shares-1.91%2026-03-312026-04-23

DOW DOW HLDGS INC5.4K shares-40.26%2026-03-312026-04-23

NUE NUCOR CORP1.3K shares0.15%2026-03-312026-04-23

HCA HCA HEALTHCARE INC472 shares-19.86%2026-03-312026-04-23

VOT VANGUARD INDEX FDS860 shares0.12%2026-03-312026-04-23

EDIV SPDR INDEX SHS FDS5.6K shares0.49%2026-03-312026-04-23

Sponsored

HST HOST HOTELS & RESORTS INC11.4K sharesnew addition2026-03-312026-04-23

CL COLGATE PALMOLIVE CO2.6K shares-2.21%2026-03-312026-04-23

UMH UMH PPTYS INC15.1K shares21.28%2026-03-312026-04-23

WELL WELLTOWER INC1.1K shares-8.50%2026-03-312026-04-23

OKE ONEOK INC NEW2.4K sharesnew addition2026-03-312026-04-23

GHI GREYSTONE HOUSING IMPACT INV43.9K shares43.44%2026-03-312026-04-23

SE SEA LTD2.6K shares-16.48%2026-03-312026-04-23

HL HECLA MINING COMPANY11.5K shares-30.26%2026-03-312026-04-23

Sponsored

ETR ENTERGY CORP NEW1.9K sharesnew addition2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR1.5K shares-7.69%2026-03-312026-04-23

CSR CENTERSPACE3.7K shares4.38%2026-03-312026-04-23

EXPE EXPEDIA GROUP INC902 shares-9.53%2026-03-312026-04-23

IBB ISHARES TR1.2K shares0.00%2026-03-312026-04-23

QCOM QUALCOMM INC1.6K shares-2.48%2026-03-312026-04-23

CAT CATERPILLAR INC291 sharesnew addition2026-03-312026-04-23

ELV ELEVANCE HEALTH INC FORMERLY704 shares-3.30%2026-03-312026-04-23

Sponsored

IWB ISHARES TR577 shares0.17%2026-03-312026-04-23

RLTY COHEN & STEERS REAL ESTATE O14.1K shares-7.77%2026-03-312026-04-23

YYY AMPLIFY ETF TR18.5K shares-4.78%2026-03-312026-04-23

DIS DISNEY WALT CO2.1K shares-6.17%2026-03-312026-04-23

CTO CTO RLTY GROWTH INC NEW10.9K sharesnew addition2026-03-312026-04-23

LVS LAS VEGAS SANDS CORP3.7K shares-15.77%2026-03-312026-04-23

GLPI GAMING & LEISURE P4.5K sharesnew addition2026-03-312026-04-23

NKTX NKARTA INC93.8K shares-37.55%2026-03-312026-04-23

Sponsored

WU WESTERN UN CO20.6K shares-20.01%2026-03-312026-04-23

SAN BANCO SANTANDER SA14.0K shares-16.03%2026-03-312026-04-23

BLW BLACKROCK LTD DURATION INCOM12.4K shares2.26%2026-03-312026-04-23

BBD BANCO BRADESCO S A42.6K shares0.84%2026-03-312026-04-23

LADR LADDER CAP CORP15.4K shares3.43%2026-03-312026-04-23

INN SUMMIT HOTEL PPTYS34.0K shares6.86%2026-03-312026-04-23

GSBD GOLDMAN SACHS BDC INC16.8K shares3.75%2026-03-312026-04-23

ABR ARBOR REALTY TRUST INC18.6K shares6.47%2026-03-312026-04-23

Sponsored

OSCR OSCAR HEALTH INC12.1K sharesnew addition2026-03-312026-04-23

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC10.4K shares0.06%2026-03-312026-04-23

ENERGY TRANSFER L P ENERGY TRANSFER L P11.1K sharesnew addition2026-03-312026-04-23

BLACKROCK TECH AND PRIVATE E BLACKROCK TECH AND PRIVATE E16.4K sharesnew addition2026-03-312026-04-23

JMIA JUMIA TECHNOLOGIES AG14.8K shares20.46%2026-03-312026-04-23

GGN GAMCO GLOBAL GOLD NAT RES &18.1K shares-27.03%2026-03-312026-04-23

HIO WESTERN ASSET HIGH INCOME OP22.2K shares2.86%2026-03-312026-04-23

COTY COTY INC39.0K shares143.75%2026-03-312026-04-23

Sponsored

PLUG PLUG PWR INC34.5K shares-2.82%2026-03-312026-04-23

JFR NUVEEN FLOATING RATE INCOME10.3K shares2.04%2026-03-312026-04-23

STUB STUBHUB HLDGS INC11.7K sharesnew addition2026-03-312026-04-23

PSEC PROSPECT CAP CORP19.5K shares-0.40%2026-03-312026-04-23

JBLU JETBLUE AIRWAYS CORP10.4K sharesnew addition2026-03-312026-04-23

GROW U S GLOBAL INVS INC12.5K shares-23.42%2026-03-312026-04-23

RC READY CAPITAL CORP19.0K shares4.50%2026-03-312026-04-23

AAPL

APPLE INC

-11.55%

Shares33.9K

Event2026-03-31

Filed2026-04-23

OUNZ

VANECK MERK GOLD ETF

-4.99%

Shares176.9K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

2.68%

Shares9.1K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

1.98%

Shares11.3K

Event2026-03-31

Filed2026-04-23

DGRO

ISHARES TR

-2.35%

Shares67.3K

Event2026-03-31

Filed2026-04-23

IWY

ISHARES TR

5.25%

Shares18.6K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-3.08%

Shares8.9K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-14.40%

Shares11.2K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

149.40%

Shares19.5K

Event2026-03-31

Filed2026-04-23

EFAV

ISHARES TR

0.74%

Shares39.9K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

-23.63%

Shares25.5K

Event2026-03-31

Filed2026-04-23

IWR

ISHARES TR

-21.66%

Shares37.0K

Event2026-03-31

Filed2026-04-23

BAC

BANK AMERICA CORP

-0.23%

Shares72.2K

Event2026-03-31

Filed2026-04-23

ALPS ETF TR

23.75%

Shares64.4K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

4.76%

Shares86.8K

Event2026-03-31

Filed2026-04-23

MPLX

MPLX LP

4.56%

Shares58.2K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-5.64%

Shares18.4K

Event2026-03-31

Filed2026-04-23

TIP

ISHARES TR

-2.42%

Shares27.1K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

23.61%

Shares23.9K

Event2026-03-31

Filed2026-04-23

EPD

ENTERPRISE PRODS PARTNERS L

10.14%

Shares78.4K

Event2026-03-31

Filed2026-04-23

USTB

VICTORY PORTFOLIOS II

-6.61%

Shares57.5K

Event2026-03-31

Filed2026-04-23

ISTB

ISHARES TR

-4.76%

Shares59.6K

Event2026-03-31

Filed2026-04-23

SHY

ISHARES TR

-6.11%

Shares34.2K

Event2026-03-31

Filed2026-04-23

FTEC

FIDELITY COVINGTON TRUST

15.91%

Shares13.5K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-2.78%

Shares4.6K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

-0.54%

Shares7.2K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-3.08%

Shares8.6K

Event2026-03-31

Filed2026-04-23

BIZD

VANECK ETF TRUST

48.82%

Shares194.0K

Event2026-03-31

Filed2026-04-23