|
JPM
|
US |
JPMORGAN CHASE & CO |
211,332 |
$51M |
24.13% |
-0.4%
|
- |
|
IWL
|
US |
ISHARES RUSSELL TOP 200 ETF |
200,345 |
$29M |
13.81% |
30.4%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
17,400 |
$13M |
6.40% |
6592.3%
|
Call |
|
VIGI
|
US |
VANGUARD INT DIV APP INDX FD |
149,489 |
$12M |
5.70% |
5.3%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
38,538 |
$8M |
3.60% |
2.2%
|
- |
|
SPTM
|
US |
SPDR PORTFOLIO S&P 1500 COMP |
94,635 |
$7M |
3.22% |
-0.3%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
10,714 |
$6M |
2.99% |
-74.2%
|
- |
|
BUFG
|
US |
FT VEST BUFFERED ALLOCATION |
256,006 |
$6M |
2.99% |
23.0%
|
- |
|
JHMM
|
US |
JOHN HANCOCK MULTI FACT MID |
85,177 |
$5M |
2.42% |
-36.8%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
10,018 |
$5M |
2.41% |
-1.6%
|
- |
|
BUFR
|
US |
FT VEST LAD BUFFERVETF-USD I |
147,268 |
$4M |
2.14% |
170.7%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
148,787 |
$4M |
1.94% |
202.8%
|
- |
|
IEF
|
US |
ISHARES 7-10 YEAR TREASURY B |
41,699 |
$4M |
1.84% |
9.7%
|
- |
|
XMMO
|
US |
INVESCO S&P MIDCAP MOMENTUM |
29,472 |
$4M |
1.73% |
100.0%
|
- |
|
NVO
|
US |
NOVO-NORDISK A/S-SPONS ADR |
42,000 |
$4M |
1.72% |
100.0%
|
Call |
|
VO
|
US |
VANGUARD MID-CAP ETF |
9,933 |
$3M |
1.25% |
4.6%
|
- |
|
IGEB
|
US |
ISHARES INVESTMENT GRADE SYS |
51,086 |
$2M |
1.08% |
12.2%
|
- |
|
FHN
|
US |
FIRST HORIZON CORP |
101,093 |
$2M |
0.97% |
100.0%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
8,221 |
$2M |
0.95% |
100.0%
|
- |
|
AAPL
|
US |
APPLE INC |
7,821 |
$2M |
0.93% |
-18.8%
|
- |