| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | DUKE ENERGY CORP NEW | 2,800 | 234,000 | 0.23% | ||
| 102 | FIRST TR VALUE LINE DIVID IN | 7,625 | 223,000 | 0.22% | ||
| 103 | UGI CORP NEW | 4,500 | 218,000 | 0.22% | ||
| 104 | HALLIBURTON CO | 5,015 | 214,000 | 0.21% | ||
| 105 | BP PLC | 6,091 | 211,000 | 0.21% | ||
| 106 | AMERICAN ELEC PWR INC | 3,021 | 210,000 | 0.21% | ||
| 107 | SELECT SECTOR SPDR TR | 3,200 | 208,000 | 0.21% | ||
| 108 | KINDER MORGAN INC DEL | 10,879 | 208,000 | 0.21% | ||
| 109 | ESSEX PPTY TR INC | 806 | 207,000 | 0.21% | ||
| 110 | ALLEGHANY TECH BOND | 75,000 | 75,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001714678-17-000001, filed 2017.08.17).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
