Fairway Wealth LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2019393
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$437.4M
Holdings
239
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Fairway Wealth LLC disclosed 239 positions worth $437.4M in its Form 13F-HR for Q2 2026, followed by $QQQ and $IVZ. During the quarter the fund opened 66 new positions and exited 20 and a full exit from $DE. The portfolio is most concentrated in Other (81.8% of disclosed assets). All figures are sourced directly from Fairway Wealth LLC’s Form 13F-HR filing with the SEC under CIK 2019393.
AI Fund Analysis
StableVANGUARD S&P 500 ETF - ETF
11.0% weight
Held 7 quarters
$QQQ7.7% weight
Held 7 quarters
$IVZ6.6% weight
Held 7 quarters
ISHARES S&P 500 INDEX - ET
6.6% weight
Held 7 quarters
VANGUARD FTSE DEVELOPED MA
6.3% weight
Held 7 quarters
VANGUARD S&P 500 ETF - ETF
7 quarters accumulating
$QQQ7 quarters accumulating
VANGUARD FTSE DEVELOPED MA
7 quarters accumulating
JPMORGAN EQUITY PREMIUM IN
7 quarters accumulating
ISHARES U.S. REAL ESTATE E
7 quarters accumulating
Sector Allocation
OtherFinancialsMaterialsTechnologyIndustrialsCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD S&P 500 ETF - ETF
—Quality
$48.2M70,154 sh- —
Quality
$33.7M45,774 sh - —
Quality
$29.0M136,073 sh ISHARES S&P 500 INDEX - ETF
—Quality
$28.9M38,540 shVANGUARD FTSE DEVELOPED MARKETS ETF - ETF
—Quality
$27.5M386,634 sh- 59.9
Quality
$25.3M262,387 sh VANGUARD EXTENDED MARKET ETF - ETF
—Quality
$23.3M94,675 shISHARES S&P SMALLCAP 600 ETF - ETF
—Quality
$20.9M140,694 shVANGUARD SHORT TERM INFL-PROTECTED - ETF
—Quality
$20.7M1,111,931 shISHARES CORE MSCI EAFE - ETF
—Quality
$20.4M211,595 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD S&P 500 ETF - ETF | — | $48.2M | 70,154 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $33.7M | 45,774 |
| Invesco Ltd.$IVZ | — | $29.0M | 136,073 |
| ISHARES S&P 500 INDEX - ETF | — | $28.9M | 38,540 |
| VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | — | $27.5M | 386,634 |
 WisdomTree, Inc.$WT | 59.9 | $25.3M | 262,387 |
| VANGUARD EXTENDED MARKET ETF - ETF | — | $23.3M | 94,675 |
| ISHARES S&P SMALLCAP 600 ETF - ETF | — | $20.9M | 140,694 |
| VANGUARD SHORT TERM INFL-PROTECTED - ETF | — | $20.7M | 1,111,931 |
| ISHARES CORE MSCI EAFE - ETF | — | $20.4M | 211,595 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fairway Wealth LLC's 239 positions.
Showing top 10 of 239 holdings.
Sector Allocation
Other
$357.8M
Financials
$60.5M
Materials
$13.6M
Technology
$3.0M
Industrials
$1.5M
Communication Services
$368,696
Utilities
$188,360
Healthcare
$148,406
Top Holdings — Fairway Wealth LLC (Q2 2026)
Top 150 of 239 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD S&P 500 ETF - ETF | $48.2M | 11.0% | +10% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $33.7M | 7.7% | +1% | — |
| 3 | $IVZ | Invesco Ltd. | $29.0M | 6.6% | -1% | — |
| 4 | — | ISHARES S&P 500 INDEX - ETF | $28.9M | 6.6% | -1% | — |
| 5 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $27.5M | 6.3% | +4% | — |
| 6 | $WT | WisdomTree, Inc. | $25.3M | 5.8% | -0% | 59.9 |
| 7 | — | VANGUARD EXTENDED MARKET ETF - ETF | $23.3M | 5.3% | +1% | — |
| 8 | — | ISHARES S&P SMALLCAP 600 ETF - ETF | $20.9M | 4.8% | -0% | — |
| 9 | — | VANGUARD SHORT TERM INFL-PROTECTED - ETF | $20.7M | 4.7% | +1% | — |
| 10 | — | ISHARES CORE MSCI EAFE - ETF | $20.4M | 4.7% | +2% | — |
| 11 | — | ISHARES CORE S&P MID CAP ETF - ETF | $16.3M | 3.7% | +3% | — |
| 12 |  $RPM | RPM INTERNATIONAL INC/DE/ | $13.5M | 3.1% | +20% | 59.6 |
| 13 | — | ISHARES CORE MSCI EMERGING MKTS - ETF | $11.7M | 2.7% | +0% | — |
| 14 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $10.4M | 2.4% | +10% | — |
| 15 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $9.9M | 2.3% | +14% | — |
| 16 | — | VANGUARD LARGE CAP - ETF | $8.9M | 2.0% | -3% | — |
| 17 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $8.6M | 2.0% | +2% | — |
| 18 | — | VANGUARD REIT INDEX ETF - ETF | $8.1M | 1.8% | -2% | — |
| 19 | — | ISHARES RUSSELL 2000 ETF - ETF | $5.7M | 1.3% | -1% | — |
| 20 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $4.5M | 1.0% | +3% | — |
| 21 | — | ISHARES U.S. REAL ESTATE ETF - ETF | $3.7M | 0.8% | +5% | — |
| 22 | — | VANGUARD S&P ETF SMALL CAP 600 - ETF | $3.6M | 0.8% | +1% | — |
| 23 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $3.3M | 0.8% | +14% | — |
| 24 | — | VANGUARD S&P MID-CAP 400 INDEX ETF - ETF | $3.2M | 0.7% | +2% | — |
| 25 | — | VANGUARD SMALL CAP ETF - ETF | $3.1M | 0.7% | +4% | — |
| 26 | — | ISHARES 0-5 YEAR TIPS BOND ETF - ETF | $3.1M | 0.7% | +27% | — |
| 27 | — | ISHARES AGGREGATE BOND ETF - ETF | $2.8M | 0.6% | +4% | — |
| 28 | — | FIRST TRUST LONG/SHORT EQUITY ETF - ETF | $2.5M | 0.6% | +1% | — |
| 29 | — | ISHARES MSCI EAFE ETF - ETF | $2.3M | 0.5% | +0% | — |
| 30 |  $AAPL | Apple Inc. | $2.1M | 0.5% | +50% | 76.4 |
| 31 | — | ISHARES TR RUSSELL MIDCAP INDEX FD - ETF | $2.0M | 0.5% | -5% | — |
| 32 | — | ISHARES TIPS BOND ETF - ETF | $1.9M | 0.4% | +4% | — |
| 33 | — | VANGUARD MID CAP - ETF | $1.8M | 0.4% | +363% | — |
| 34 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.6M | 0.4% | +0% | 73.8 |
| 35 | — | JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF - ETF | $1.4M | 0.3% | +15% | — |
| 36 |  $TDG | TransDigm Group INC | $1.1M | 0.3% | +2% | 68 |
| 37 | $IVZ | Invesco Ltd. | $1.0M | 0.2% | +0% | — |
| 38 | — | ISHARES TR RUSSELL 1000 INDEX ETF - ETF | $825,378 | 0.2% | -7% | — |
| 39 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $713,978 | 0.2% | +330% | — |
| 40 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $696,256 | 0.2% | +0% | — |
| 41 | — | SPDR MUNICIPAL BOND ETF - ETF | $692,175 | 0.2% | -2% | — |
| 42 |  $STT | STATE STREET CORP | $666,499 | 0.1% | +2% | 71.5 |
| 43 |  $PGR | PROGRESSIVE CORP/OH/ | $652,729 | 0.1% | +9% | 80.1 |
| 44 | — | ISHARES MSCI ACWI ETF - ETF | $652,125 | 0.1% | +1% | — |
| 45 | — | VANGUARD FTSE ALL-WORLD EX-US - ETF | $628,415 | 0.1% | +0% | — |
| 46 | — | ISHARES AMT-FREE MUNI BOND ETF - ETF | $623,443 | 0.1% | +13% | — |
| 47 | — | ISHARES COHEN & STEERS RLTY - ETF | $600,834 | 0.1% | +1% | — |
| 48 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | $600,034 | 0.1% | +0% | — |
| 49 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | $557,314 | 0.1% | +1% | — |
| 50 | — | ISHARES S&P 500 GROWTH ETF - ETF | $458,387 | 0.1% | -26% | — |
| 51 |  $SPY | SPDR S&P 500 ETF TRUST | $446,568 | 0.1% | +8% | — |
| 52 |  $NVDA | NVIDIA CORP | $434,714 | 0.1% | +4% | 85.9 |
| 53 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $432,010 | 0.1% | +2% | — |
| 54 | — | SCHWAB STRATEGIC TR US LRG CAP ETF - ETF | $422,997 | 0.1% | +0% | — |
| 55 | — | PIMCO BROAD U.S. TIPS INDEX ETF - ETF | $391,680 | 0.1% | +3% | — |
| 56 |  $CEF | Sprott Physical Gold & Silver Trust | $386,208 | 0.1% | +0% | — |
| 57 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $374,484 | 0.1% | +0% | — |
| 58 | — | TECHNOLOGY SELECT SECTOR SPDR - ETF | $336,077 | 0.1% | +20% | — |
| 59 |  $PHYS | Sprott Physical Gold Trust | $335,219 | 0.1% | +0% | — |
| 60 | — | VANGUARD ADMIRAL FDSINC S&P 500 VALUE INDEX FD ETF SHS - ETF | $317,284 | 0.1% | +0% | — |
| 61 | — | SCHWAB US AGGREGATE BOND ETF - ETF | $311,594 | 0.1% | +1% | — |
| 62 | — | SCHWAB ETFS- US SMALL-CAP ETF - ETF | $290,560 | 0.1% | +0% | — |
| 63 | — | SEMICONDUCTOR HOLDRSTR DEP RCPT - ETF | $288,592 | 0.1% | +0% | — |
| 64 |  $JPM | JPMORGAN CHASE & CO | $286,086 | 0.1% | +7% | 70.7 |
| 65 | — | ISHARES MSCI INDIA ETF - ETF | $261,152 | 0.1% | +0% | — |
| 66 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $254,040 | 0.1% | +1% | — |
| 67 | $IVZ | Invesco Ltd. | $228,583 | 0.1% | +33% | — |
| 68 |  $TPL | Texas Pacific Land Corp | $217,945 | 0.1% | +0% | 73 |
| 69 | — | ISHARES S&P 500 VALUE ETF - ETF | $196,634 | 0.0% | -36% | — |
| 70 | — | VANGUARD RUSSELL 1000 VALUE ETF - ETF | $183,612 | 0.0% | +6% | — |
| 71 |  $IBIT | iShares Bitcoin Trust ETF | $180,017 | 0.0% | +49% | — |
| 72 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $162,405 | 0.0% | -6% | — |
| 73 | — | VANGUARD S&P 500 GROWTH ETF - ETF | $157,071 | 0.0% | +500% | — |
| 74 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $154,662 | 0.0% | +0% | 60.1 |
| 75 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | $153,385 | 0.0% | +0% | — |
| 76 | — | FIDELITY ENHANCED SMALL CAP CORE ETF - ETF | $152,645 | 0.0% | NEW | — |
| 77 | — | FIRST TR LARGE CAP CORE ALPHADEX FD COMSHS - ETF | $152,642 | 0.0% | +0% | — |
| 78 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $150,901 | 0.0% | -14% | — |
| 79 |  $NFLX | NETFLIX INC | $149,226 | 0.0% | +0% | 78.8 |
| 80 |  $VZ | VERIZON COMMUNICATIONS INC | $148,392 | 0.0% | -8% | 65.8 |
| 81 | — | ISHARES ESG AWARE USD CORPORATE BOND ETF - ETF | $147,452 | 0.0% | +1% | — |
| 82 | — | ISHARES DJ SELECT DIVIDEND - ETF | $145,637 | 0.0% | +40% | — |
| 83 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $139,445 | 0.0% | +1% | 65 |
| 84 | — | VANGUARD FTSE ALL WORLD EX-US ETF - ETF | $136,126 | 0.0% | +0% | — |
| 85 |  $META | Meta Platforms, Inc. | $135,190 | 0.0% | +321% | 79.6 |
| 86 | — | VANGUARD INFORMATION TECHNOLOGY - ETF | $133,862 | 0.0% | +700% | — |
| 87 | — | VANGUARD VALUE ETF - ETF | $132,937 | 0.0% | +12% | — |
| 88 | $WT | WisdomTree, Inc. | $127,796 | 0.0% | +1% | 59.9 |
| 89 | — | VANGUARD ESG U.S. CORPORATE BOND ETF - ETF | $119,621 | 0.0% | +0% | — |
| 90 |  $D | DOMINION ENERGY, INC | $119,508 | 0.0% | +0% | 69.9 |
| 91 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF - ETF | $115,628 | 0.0% | +0% | — |
| 92 | — | SCHWAB EMERGING MARKETS EQUITY ETF - ETF | $107,260 | 0.0% | +0% | — |
| 93 | — | SCHWAB U.S. MID-CAP ETF - ETF | $104,097 | 0.0% | +0% | — |
| 94 | — | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF - ETF | $93,856 | 0.0% | +0% | — |
| 95 |  $ZS | Zscaler, Inc. | $83,561 | 0.0% | NEW | 63.7 |
| 96 |  $GOOG | Alphabet Inc. | $80,113 | 0.0% | +20% | 78.2 |
| 97 | — | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF - ETF | $79,695 | 0.0% | +25% | — |
| 98 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | $79,668 | 0.0% | +0% | — |
| 99 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $74,554 | 0.0% | +0% | — |
| 100 |  $C | CITIGROUP INC | $73,899 | 0.0% | +0% | 65 |
| 101 | — | STATE STREET SPDR PORTFOLIO TIPS ETF - ETF | $70,594 | 0.0% | +21% | — |
| 102 | — | FINANCIAL SELECT SECTOR SPDR - ETF | $70,015 | 0.0% | +11% | — |
| 103 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - ETF | $65,992 | 0.0% | +25% | — |
| 104 |  $SHC | Sotera Health Co | $63,900 | 0.0% | +0% | 64.4 |
| 105 |  $BITB | Bitwise Bitcoin ETF | $63,847 | 0.0% | -13% | — |
| 106 |  $SJM | J M SMUCKER Co | $63,450 | 0.0% | +1% | 59.1 |
| 107 | — | VANGUARD ESG U.S. STOCK ETF - ETF | $63,332 | 0.0% | +0% | — |
| 108 | — | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF - ETF | $63,171 | 0.0% | +0% | — |
| 109 |  $LB | LandBridge Co LLC | $61,569 | 0.0% | +0% | 63.1 |
| 110 | — | CONSUMER DISCRETIONARY SEL SECTOR SPDR FD - ETF | $59,813 | 0.0% | +46% | — |
| 111 | $WT | WisdomTree, Inc. | $56,916 | 0.0% | +0% | 59.9 |
| 112 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $56,510 | 0.0% | NEW | — |
| 113 | — | SPDR DOW JONES INDUSTRIAL ETF - ETF | $56,418 | 0.0% | +0% | — |
| 114 | — | PALMER SQUARE CREDIT OPPORTUNITIES ETF - ETF | $53,803 | 0.0% | NEW | — |
| 115 | — | PALMER SQUARE CLO SENIOR DEBT ETF - ETF | $53,195 | 0.0% | NEW | — |
| 116 | — | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF - ETF | $46,734 | 0.0% | NEW | — |
| 117 |  $MTW | MANITOWOC CO INC | $45,504 | 0.0% | +0% | 47.3 |
| 118 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF - ETF | $42,297 | 0.0% | +0% | — |
| 119 |  $DIS | Walt Disney Co | $39,463 | 0.0% | +18% | 60.1 |
| 120 | $IVZ | Invesco Ltd. | $38,652 | 0.0% | +0% | — |
| 121 | — | INDUSTRIAL SELECT SECTOR SPDR - ETF | $36,861 | 0.0% | +0% | — |
| 122 |  $DOV | DOVER Corp | $36,569 | 0.0% | NEW | 58.1 |
| 123 |  $AMZN | AMAZON COM INC | $36,466 | 0.0% | +35% | 68.7 |
| 124 | — | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF - ETF | $36,366 | 0.0% | NEW | — |
| 125 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF | $36,340 | 0.0% | NEW | — |
| 126 | — | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF - ETF | $36,274 | 0.0% | NEW | — |
| 127 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | $35,857 | 0.0% | +0% | — |
| 128 | — | ISHARES MSCI EAFE SMALL CAP ETF - ETF | $35,731 | 0.0% | +1% | — |
| 129 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF | $34,556 | 0.0% | NEW | — |
| 130 | — | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF - ETF | $34,035 | 0.0% | NEW | — |
| 131 |  $AVGO | Broadcom Inc. | $33,620 | 0.0% | -57% | 84.5 |
| 132 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF - ETF | $33,310 | 0.0% | NEW | — |
| 133 | — | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF - ETF | $32,914 | 0.0% | NEW | — |
| 134 |  $ETR | ENTERGY CORP /DE/ | $30,804 | 0.0% | +0% | 59.5 |
| 135 |  $COST | COSTCO WHOLESALE CORP /NEW | $30,628 | 0.0% | +57% | 66.2 |
| 136 |  $AMAT | APPLIED MATERIALS INC /DE | $30,366 | 0.0% | +0% | 72.3 |
| 137 |  $LRCX | LAM RESEARCH CORP | $30,333 | 0.0% | +0% | 79.4 |
| 138 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF - ETF | $29,992 | 0.0% | NEW | — |
| 139 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF - ETF | $29,866 | 0.0% | NEW | — |
| 140 |  $TSLA | Tesla, Inc. | $29,442 | 0.0% | +0% | 53.9 |
| 141 | — | VANGUARD EMERGING MARKETS EX-CHINA ETF - ETF | $28,874 | 0.0% | +103% | — |
| 142 | — | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF - ETF | $27,986 | 0.0% | NEW | — |
| 143 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF - ETF | $27,974 | 0.0% | NEW | — |
| 144 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - ETF | $27,775 | 0.0% | NEW | — |
| 145 |  $CCZ | COMCAST CORP | $27,422 | 0.0% | +0% | 59.5 |
| 146 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | $26,836 | 0.0% | +0% | — |
| 147 |  $JNJ | JOHNSON & JOHNSON | $26,667 | 0.0% | -97% | 69 |
| 148 |  $KLAC | KLA CORP | $24,137 | 0.0% | NEW | 78.6 |
| 149 |  $WM | WASTE MANAGEMENT INC | $23,402 | 0.0% | +0% | 67.6 |
| 150 | — | AVANTIS U.S SMALL CAP EQUITY ETF - ETF | $22,735 | 0.0% | NEW | — |
New Positions (66)
FIDELITY ENHANCED SMALL CAP CORE ETF - ETF$152,645
$ZS Zscaler, Inc.$83,561 JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF$56,510
PALMER SQUARE CREDIT OPPORTUNITIES ETF - ETF$53,803
PALMER SQUARE CLO SENIOR DEBT ETF - ETF$53,195
ISHARES IBONDS DEC 2034 TERM CORPORATE ETF - ETF$46,734
$DOV DOVER Corp$36,569 ISHARES IBONDS DEC 2031 TERM CORPORATE ETF - ETF$36,366
ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF$36,340
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF - ETF$36,274
DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF$34,556
ISHARES IBONDS DEC 2033 TERM CORPORATE ETF - ETF$34,035
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF - ETF$33,310
SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF - ETF$32,914
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF - ETF$29,992
Exited Positions (20)
$DE DEERE & CO
$MPC Marathon Petroleum Corp PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$CEG Constellation Energy Corp
$DUK Duke Energy CORP
$USB US BANCORP \DE\
$O REALTY INCOME CORP
$NZF Nuveen Municipal Credit Income Fund
$TKR TIMKEN CO
$EXC EXELON CORP
$CRM Salesforce, Inc.
$MDT Medtronic plc
$DELL Dell Technologies Inc.
$DINO HF Sinclair CorpBrowse Top Institutional Investors
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