CIBC Private Wealth Group, LLC
- SEC CIK
- 0001298088
- Latest filing
- Feb 12, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jun 1, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 859
- −49 vs. Q3 2022
- Portfolio value
- $29.8B
- −$7.36B (−19.8%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 7,661,272 | $1.48B | 5.0% | −22,524−0.3% | Reduced | History |
| AAPLApple Inc. | Stock | 11,732,489 | $1.18B | 4.0% | −71,611−0.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 11,646,369 | $780.2M | 2.6% | −750,344−6.1% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,544,520 | $753.9M | 2.5% | +52,161+3.5% | Added | History |
| VVisa Inc. | Stock | 3,830,723 | $729.6M | 2.5% | +103,497+2.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 8,493,405 | $678.9M | 2.3% | −22,011−0.3% | Reduced | History |
| NEENextera Energy Inc | Stock | 7,779,213 | $559.4M | 1.9% | +184,614+2.4% | Added | History |
| HDHome Depot, Inc. | Stock | 1,849,035 | $496.4M | 1.7% | +57,682+3.2% | Added | History |
| HONHoneywell International Inc | COM | 2,437,036 | $490.2M | 1.6% | +99,435+4.3% | Added | History |
| SCHWSchwab Charles Corp | Stock | 8,437,070 | $475.2M | 1.6% | +332,843+4.1% | Added | History |
| DHRDanaher Corp | Stock | 2,193,928 | $471.3M | 1.6% | −1,937−0.1% | Reduced | History |
| RTXRTX Corp | Stock | 4,930,215 | $469.6M | 1.6% | +180,880+3.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 5,562,039 | $450.8M | 1.5% | −156,391−2.7% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 10,768,408 | $417.2M | 1.4% | −45,532−0.4% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 8,942,260 | $402.2M | 1.4% | +206,128+2.4% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 2,920,399 | $389.7M | 1.3% | +99,682+3.5% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,351,320 | $383.5M | 1.3% | +1,802+0.1% | Added | History |
| PXDPioneer Natural Resources Co | COM | 1,744,085 | $378.4M | 1.3% | +77,129+4.6% | Added | History |
| PEPPepsiCo Inc | Stock | 2,139,939 | $357.5M | 1.2% | +50,960+2.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 701,997 | $353.6M | 1.2% | +31,233+4.7% | Added | History |
| LINLinde PLC | SHS | 1,128,820 | $348.8M | 1.2% | −120,808−9.7% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 1,050,927 | $337.9M | 1.1% | +31,209+3.1% | Added | History |
| JKHYJack Henry & Associates Inc | Stock | 1,916,137 | $336.4M | 1.1% | −660.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 3,373,560 | $335.7M | 1.1% | +13,734+0.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 1,414,376 | $325.5M | 1.1% | +9,923+0.7% | Added | History |
| SYKStryker Corp | Stock | 1,387,637 | $319.6M | 1.1% | +54,233+4.1% | Added | History |
| ABTAbbott Laboratories | Stock | 4,549,627 | $319.1M | 1.1% | +142,725+3.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,007,148 | $313.2M | 1.1% | +485,618+93.1% | Added | – |
| UNPUnion Pacific Corp | Stock | 1,728,291 | $301.5M | 1.0% | +29,971+1.8% | Added | History |
| CVXChevron Corp | Stock | 1,777,167 | $294.0M | 1.0% | +61,909+3.6% | Added | History |
| BXBlackstone Inc. | COM | 7,114,823 | $282.7M | 0.9% | −106,284−1.5% | Reduced | History |
| TJXTJX Companies Inc | Stock | 4,270,327 | $277.8M | 0.9% | +833,810+24.3% | Added | History |
| MDLZMondelez International, Inc. | Stock | 4,291,297 | $268.9M | 0.9% | +218,135+5.4% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,729,957 | $268.2M | 0.9% | +74,762+4.5% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,777,762 | $266.1M | 0.9% | +56,619+3.3% | Added | History |
| OTISOtis Worldwide Corp | Stock | 3,535,363 | $261.3M | 0.9% | +146,726+4.3% | Added | History |
| DGDollar General Corp | COM | 1,107,162 | $257.4M | 0.9% | +42,193+4.0% | Added | History |
| Alps Clean Energy ETF00162Q460 | ETF | 5,923,547 | $252.3M | 0.8% | −118,601−2.0% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 676,818 | $243.4M | 0.8% | −4,673−0.7% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 1,135,238 | $237.5M | 0.8% | +43,619+4.0% | Added | History |
| USBUS Bancorp DE | COM NEW | 5,718,539 | $236.8M | 0.8% | +73,644+1.3% | Added | History |
| AMTAmerican Tower Corp | REIT | 1,866,057 | $233.3M | 0.8% | +47,224+2.6% | Added | History |
| QCOMQualcomm Inc | Stock | 2,266,811 | $233.0M | 0.8% | −9,569−0.4% | Reduced | History |
| ADBEAdobe Inc. | Stock | 828,795 | $228.4M | 0.8% | −8,009−1.0% | Reduced | History |
| FISVFiserv Inc | Stock | 2,436,829 | $227.9M | 0.8% | +83,188+3.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 1,844,678 | $225.2M | 0.8% | −185,600−9.1% | Reduced | History |
| TELTE Connectivity plc | REG SHS | 2,057,580 | $223.6M | 0.8% | +25,436+1.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 987,736 | $223.0M | 0.7% | +24,889+2.6% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 11,804,615 | $216.8M | 0.7% | −338,803−2.8% | Reduced | History |
| BLKBlackRock, Inc. | COM | 312,210 | $208.0M | 0.7% | +5,971+1.9% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,563,809 | $207.4M | 0.7% | −602,469−3.3% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,543,993 | $206.1M | 0.7% | +365,477+31.0% | Added | – |
| ZTSZoetis Inc. | Stock | 1,898,690 | $201.9M | 0.7% | +11,075+0.6% | Added | History |
| ATMPBarclays Bank PLC | IPATH SELCT MLP | 11,048,379 | $193.7M | 0.7% | +1,139,776+11.5% | Added | History |
| COPConocoPhillips | Stock | 1,738,483 | $189.8M | 0.6% | +95,435+5.8% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 964,771 | $189.2M | 0.6% | +99,172+11.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 1,917,740 | $179.5M | 0.6% | +64,501+3.5% | Added | History |
| DISWalt Disney Co | Stock | 2,175,870 | $174.6M | 0.6% | −93,970−4.1% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 961,647 | $170.6M | 0.6% | −32,901−3.3% | Reduced | – |
| PLDPrologis, Inc. | REIT | 2,001,000 | $160.8M | 0.5% | +939,844+88.6% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,353,480 | $156.7M | 0.5% | +2,052,656+89.2% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 791,164 | $153.3M | 0.5% | +427,193+117.4% | Added | – |
| FISFidelity National Information Services, Inc. | Stock | 2,265,484 | $145.8M | 0.5% | −891,762−28.2% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 706,865 | $133.6M | 0.4% | +194,900+38.1% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,318,690 | $126.2M | 0.4% | +532,434+29.8% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 838,999 | $125.9M | 0.4% | +59,982+7.7% | Added | – |
| CMECME Group Inc. | COM | 1,460,709 | $122.2M | 0.4% | −50,060−3.3% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 822,736 | $120.6M | 0.4% | +2,063+0.3% | Added | History |
| JNJJohnson & Johnson | Stock | 1,507,629 | $119.2M | 0.4% | +130,595+9.5% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 2,992,877 | $112.4M | 0.4% | +104,118+3.6% | Added | – |
| SIVBSVB Financial Group | COM | 499,392 | $109.3M | 0.4% | +54,625+12.3% | Added | History |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 7,220,966 | $107.2M | 0.4% | +316,368+4.6% | Added | – |
| MPLXMPLX LP | COM UNIT REP LTD | 3,048,496 | $98.3M | 0.3% | −611,550−16.7% | Reduced | History |
| TRGPTarga Resources Corp. | COM | 1,285,184 | $93.6M | 0.3% | −108,314−7.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 375,053 | $92.5M | 0.3% | −2,088−0.6% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1,677,584 | $89.3M | 0.3% | +617,129+58.2% | Added | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 1,330,470 | $86.0M | 0.3% | +377,210+39.6% | Added | – |
| AWKAmerican Water Works Company, Inc. | Stock | 564,387 | $80.8M | 0.3% | −178,640−24.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 902,126 | $71.7M | 0.2% | +70,964+8.5% | Added | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 6,034,361 | $70.5M | 0.2% | −772,120−11.3% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 1,299,049 | $68.8M | 0.2% | +517,837+66.3% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 565,094 | $67.2M | 0.2% | −5,218−0.9% | Reduced | – |
| NTCTNetscout Systems Inc | COM | 2,059,155 | $66.9M | 0.2% | +9,345+0.5% | Added | History |
| AMGNAmgen Inc | Stock | 267,624 | $66.1M | 0.2% | −2,919−1.1% | Reduced | History |
| AZOAutoZone Inc | COM | 26,678 | $65.0M | 0.2% | +452+1.7% | Added | History |
| MAMastercard Inc | Stock | 775,659 | $62.7M | 0.2% | −24,579−3.1% | Reduced | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 748,027 | $61.4M | 0.2% | −49,935−6.3% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 236,577 | $61.0M | 0.2% | +7,622+3.3% | Added | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 2,245,321 | $60.3M | 0.2% | −693,562−23.6% | Reduced | History |
| XELXcel Energy Inc | Stock | 1,261,259 | $59.6M | 0.2% | +284,840+29.2% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 227,856 | $58.8M | 0.2% | −24,207−9.6% | Reduced | History |
| MCHPMicrochip Technology Inc | Stock | 1,715,548 | $58.6M | 0.2% | +42,296+2.5% | Added | History |
| ALCAlcon Inc | Stock | 1,073,998 | $57.3M | 0.2% | −21,328−1.9% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 357,227 | $56.8M | 0.2% | +8,901+2.6% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,583,994 | $55.8M | 0.2% | +919,167+138.3% | Added | – |
| MRKMerck & Co., Inc. | Stock | 1,180,919 | $53.8M | 0.2% | +40,184+3.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 452,524 | $53.7M | 0.2% | −6,578−1.4% | Reduced | – |
| LLYEli Lilly & Co | Stock | 838,662 | $52.4M | 0.2% | +7,688+0.9% | Added | History |
| PFEPfizer Inc | Stock | 1,294,983 | $52.4M | 0.2% | −3,788−0.3% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 156,709 | $47.9M | 0.2% | +2,662+1.7% | Added | History |
Sold out since Q3 2022 (118)
Positions held at the end of Q3 2022 that are gone from this filing.
The largest 100 of 118 by value last quarter.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| LFGArchaea Energy Inc. | COM CL A | 5,707,279 | $102.8M | 0.3% | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 1,715,890 | $70.2M | 0.2% | History |
| MNRLMNRL Sub Inc. | CL A COM | 1,433,747 | $35.4M | 0.1% | History |
| CTLTCatalent, Inc. | COM | 226,880 | $16.4M | <0.1% | History |
| GNRCGenerac Holdings Inc. | Stock | 75,726 | $13.5M | <0.1% | History |
| GTMZoomInfo Technologies Inc. | Stock | 320,292 | $13.3M | <0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 7,828 | $12.9M | <0.1% | History |
| TPLTexas Pacific Land Corp | Stock | 5,152 | $9.16M | <0.1% | History |
| AVLRAvalara, Inc. | COM | 83,069 | $7.63M | <0.1% | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 319,145 | $5.64M | <0.1% | History |
| CFRCullen/Frost Bankers, Inc. | COM | 31,025 | $4.10M | <0.1% | History |
| MKLMarkel Group Inc. | COM | 3,046 | $3.30M | <0.1% | History |
| PWRQuanta Services, Inc. | COM | 24,265 | $3.09M | <0.1% | History |
| SWAVShockwave Medical, Inc. | COM | 10,613 | $2.95M | <0.1% | History |
| FSLRFirst Solar, Inc. | Stock | 21,466 | $2.84M | <0.1% | History |
| WSMWilliams Sonoma Inc | COM | 20,395 | $2.40M | <0.1% | History |
| GWWW.W. Grainger, Inc. | Stock | 4,913 | $2.40M | <0.1% | History |
| MKTXMarketaxess Holdings Inc | COM | 9,770 | $2.17M | <0.1% | History |
| JBIJanus International Group, Inc. | COMMON STOCK | 231,367 | $2.06M | <0.1% | History |
| MTCHMatch Group, Inc. | COM | 41,872 | $2.00M | <0.1% | History |
| Tenneco Inc880349105 | CL A VTG COM STK | 103,489 | $1.80M | <0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 34,099 | $1.71M | <0.1% | – |
| LNTHLantheus Holdings, Inc. | Stock | 23,558 | $1.66M | <0.1% | History |
| FTCIFTC Solar, Inc. | COM | 500,000 | $1.48M | <0.1% | History |
| HASHasbro, Inc. | COM | 21,668 | $1.46M | <0.1% | History |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $1.22M | <0.1% | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 22,037 | $1.11M | <0.1% | – |
| MANHManhattan Associates Inc | Stock | 8,318 | $1.11M | <0.1% | History |
| TMXTerminix Global Holdings Inc | COM | 28,897 | $1.11M | <0.1% | History |
| LGNDLigand Pharmaceuticals Inc | COM NEW | 12,041 | $1.04M | <0.1% | History |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 13,229 | $1.00M | <0.1% | – |
| SNASnap-on Inc | COM | 4,751 | $957.0K | <0.1% | History |
| ZEVLightning eMotors, Inc. | COM | 617,318 | $957.0K | <0.1% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 8,525 | $942.0K | <0.1% | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 11,958 | $905.0K | <0.1% | – |
| ELEstee Lauder Companies Inc | CL A | 4,131 | $892.0K | <0.1% | History |
| SNAPSnap Inc | Stock | 84,634 | $831.0K | <0.1% | History |
| ZMZoom Communications, Inc. | Stock | 11,094 | $816.0K | <0.1% | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 10,053 | $798.0K | <0.1% | – |
| BIDUBaidu, Inc. | ADR | 6,480 | $761.0K | <0.1% | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,086 | $690.0K | <0.1% | – |
| OXYOccidental Petroleum Corp | Stock | 10,839 | $666.0K | <0.1% | History |
| MCKMcKesson Corp | Stock | 1,929 | $656.0K | <0.1% | History |
| PPLIPeople Inc | COM NEW | 11,234 | $622.0K | <0.1% | History |
| ABMDAbiomed Inc | COM | 2,339 | $575.0K | <0.1% | History |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 14,531 | $492.0K | <0.1% | History |
| AXNXAxonics, Inc. | COM | 6,917 | $487.0K | <0.1% | History |
| SLQTSelectQuote, Inc. | COM | 661,910 | $483.0K | <0.1% | History |
| PYCRPaycor HCM, Inc. | COM | 16,055 | $475.0K | <0.1% | History |
| MTDMettler Toledo International Inc | COM | 435 | $472.0K | <0.1% | History |
| LNCLincoln National Corp | COM | 10,520 | $462.0K | <0.1% | History |
| ORAOrmat Technologies, Inc. | COM | 5,272 | $454.0K | <0.1% | History |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 10,102 | $438.0K | <0.1% | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,547 | $416.0K | <0.1% | – |
| RPMRPM International Inc | COM | 4,812 | $401.0K | <0.1% | History |
| TTTrane Technologies plc | SHS | 2,760 | $400.0K | <0.1% | History |
| LFUSLittelfuse Inc | COM | 1,991 | $396.0K | <0.1% | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 10,314 | $390.0K | <0.1% | History |
| NOCNorthrop Grumman Corp | Stock | 806 | $379.0K | <0.1% | History |
| FSSFederal Signal Corp | COM | 10,065 | $375.0K | <0.1% | History |
| HLTHilton Worldwide Holdings Inc. | COM | 3,100 | $374.0K | <0.1% | History |
| CLRContinental Resources, Inc | COM | 5,442 | $364.0K | <0.1% | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 5,520 | $361.0K | <0.1% | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,566 | $358.0K | <0.1% | History |
| CEQPCrestwood Equity Partners LP | UNIT LTD PARTNER | 12,750 | $354.0K | <0.1% | History |
| iShares S&P 100 ETF464287101 | ETF | 2,150 | $349.0K | <0.1% | – |
| TLYSTilly's, Inc. | CL A | 50,000 | $346.0K | <0.1% | History |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 27,922 | $326.0K | <0.1% | History |
| WHRWhirlpool Corp | Stock | 2,393 | $323.0K | <0.1% | History |
| Vanguard Energy ETF92204A306 | ETF | 3,094 | $314.0K | <0.1% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,368 | $306.0K | <0.1% | – |
| OPLNOPENLANE, Inc. | COM | 26,885 | $300.0K | <0.1% | History |
| TFXTeleflex Inc | COM | 1,437 | $290.0K | <0.1% | History |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 11,413 | $286.0K | <0.1% | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 11,400 | $284.0K | <0.1% | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 1,983 | $283.0K | <0.1% | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 2,050 | $283.0K | <0.1% | – |
| TECHBIO-TECHNE Corp | COM | 991 | $282.0K | <0.1% | History |
| Direxion Shs ETF Tr25490K323 | SP BIOTCH BL NEW | 40,000 | $280.0K | <0.1% | – |
| TRMBTrimble Inc. | COM | 5,094 | $277.0K | <0.1% | History |
| TWTRTwitter, Inc. | COM | 6,210 | $272.0K | <0.1% | History |
| SIGASiga Technologies Inc | COM | 26,000 | $268.0K | <0.1% | History |
| PGENPrecigen, Inc. | COM | 125,430 | $266.0K | <0.1% | History |
| AJGArthur J. Gallagher & Co. | COM | 1,543 | $264.0K | <0.1% | History |
| CLFCleveland-Cliffs Inc. | COM | 19,560 | $264.0K | <0.1% | History |
| ETJEaton Vance Risk-Managed Diversified Equity Income Fund | COM | 31,000 | $256.0K | <0.1% | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,100 | $251.0K | <0.1% | – |
| NTLAIntellia Therapeutics, Inc. | COM | 4,324 | $242.0K | <0.1% | History |
| VCELVericel Corp | COM | 10,075 | $234.0K | <0.1% | History |
| iShares Tr464287846 | DOW JONES US ETF | 2,670 | $234.0K | <0.1% | – |
| BKHBlack Hills Corp | COM | 3,400 | $230.0K | <0.1% | History |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 21,003 | $228.0K | <0.1% | History |
| LWLamb Weston Holdings, Inc. | Stock | 2,928 | $227.0K | <0.1% | History |
| PHMPultegroup Inc | COM | 6,036 | $226.0K | <0.1% | History |
| Barclays Bank PLC06746P555 | ETN LKD 48 | 13,263 | $225.0K | <0.1% | – |
| HLMNHillman Solutions Corp. | COM | 29,670 | $224.0K | <0.1% | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,805 | $223.0K | <0.1% | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 5,022 | $222.0K | <0.1% | – |
| NETCloudflare, Inc. | CL A COM | 4,010 | $222.0K | <0.1% | History |
| DKNGDraftKings Inc. | Stock | 14,440 | $218.0K | <0.1% | History |