TrueMark Investments, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), TrueMark Investments, LLC reported 198 stock positions worth $292.4 million. Its top holding was Nvidia (NVDA) at 2.6% of the portfolio, followed by British American Tob-SP ADR (BTI, 2.0%) and Nextera Energy (NEE, 2.0%). Compared with Q1 2024, it opened 133 new positions, sold out of 6, added to 25 and reduced 6. The biggest buy was a new position in Cornerstone Strategic Invest (CLM) and the biggest sale Blue Owl Capital (OWL, shares −24%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001974457
Portfolio Value
$292.4M (Q2 2024)
SEC Filing
0001376474-24-000375 ↗ filed Jul 29, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $108.9M Q1 2024 Q2 2024: $292.4M $292.4M Q2 2024 Q3 2024: $311.6M Q3 2024 Q4 2024: $313.2M Q4 2024 Q1 2025: $381.6M Q1 2025 Q2 2025: $462.7M Q2 2025 Q3 2025: $575.3M Q3 2025 Q4 2025: $523.4M Q4 2025 Q1 2026: $513.7M Q1 2026 Q2 2026: $798.2M Q2 2026

Holdings 198 stocks · $292.4M
NVDA Nvidia Corp. 2.55% 60,418 $7.5M No change
BTI British American Tob-SP ADR 2.00% 189,233 $5.9M Add +98.1%
NEE Nextera Energy Inc. 1.99% 82,320 $5.8M Add +74.2%
AVGO Broadcom Inc. 1.74% 3,170 $5.1M Add +12.6%
C Citigroup Inc. 1.70% 78,499 $5.0M Add +29.2%
VZ Verizon Communications Inc. 1.68% 119,086 $4.9M Add +58.9%
AEP American Electric Power 1.65% 54,836 $4.8M Add +58.6%
CLM Cornerstone Strategic Invest 1.54% 584,405 $4.5M New
GOF Guggenheim Strategic Opport 1.53% 301,053 $4.5M New
TSLX Sixth Street Specialty Lendi 1.50% 205,040 $4.4M New
NAT Nordic American Tankers Ltd. 1.50% 1,098,719 $4.4M New
DHT DHT Holdings Inc. 1.49% 377,816 $4.4M New
XOM Exxon Mobil Corp. 1.48% 37,634 $4.3M Add +58.8%
OCSL Oaktree Specialty Lending Co. 1.45% 225,547 $4.2M New
CMBT CMB Tech NV filed as EURONAV NV 1.45% 256,223 $4.2M New
PM Philip Morris International 1.44% 41,665 $4.2M Add +59.1%
INSW International Seaways Inc. 1.44% 71,311 $4.2M New
CRWD CrowdStrike Holdings Inc. Class A 1.41% 10,727 $4.1M No change
ORCL Oracle Corp. 1.34% 27,792 $3.9M Add +38.3%
CVX Chevron Corp. 1.29% 24,119 $3.8M Add +58.5%
HSY The Hershey Co. 1.29% 20,499 $3.8M Add +79.8%
GNL Global Net Lease Inc. 1.15% 458,073 $3.4M New
PFE Pfizer Inc. 1.15% 120,138 $3.4M Add +171.3%
FTQI First Trust Nasdaq Buywrite 1.15% 164,211 $3.4M New
DVN Devon Energy Corp. 1.13% 69,520 $3.3M Add +58.5%
CRH CRH PLC 1.12% 43,811 $3.3M Add +59.0%
KMI Kinder Morgan Inc. 1.10% 161,751 $3.2M Add +58.6%
EOG EOG Resources Inc. 1.10% 25,499 $3.2M Add +58.6%
MS Morgan Stanley 1.10% 32,965 $3.2M Add +59.2%
GS Goldman Sachs Group Inc. 1.09% 7,065 $3.2M New
ORC Orchid Island Capital Inc. 1.09% 382,958 $3.2M New
QCOM Qualcomm Inc. 1.07% 15,658 $3.1M Reduce -21.8%
APD Air Products & Chemicals Inc. 1.06% 11,961 $3.1M New
RC Ready Capital Corp. 1.05% 376,820 $3.1M New
UNH Unitedhealth Group Inc. 1.05% 6,046 $3.1M Add +56.9%
HTGC Hercules Capital Inc. 1.03% 147,418 $3.0M New
ABR Arbor Realty Trust Inc. 0.99% 201,573 $2.9M New
IOT Samsara Inc. Class A 0.97% 84,192 $2.8M No change
AES AES Corp. 0.93% 154,646 $2.7M New
JNJ Johnson & Johnson 0.89% 17,757 $2.6M Add +94.3%
MDT Medtronic PLC 0.87% 32,331 $2.5M Add +59.0%
OWL Blue Owl Capital Inc. 0.87% 143,062 $2.5M Reduce -24.2%
AMD Advanced Micro Devices 0.86% 15,478 $2.5M No change
GPC Genuine Parts Co. 0.85% 18,063 $2.5M Add +59.1%
TSM Taiwan Semiconductor-SP ADR 0.83% 14,003 $2.4M Reduce -13.8%
ESTC Elastic NV 0.79% 20,251 $2.3M No change
NET Cloudflare Inc. Class A 0.74% 26,167 $2.2M New
XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP 0.74% 78,310 $2.2M New
CRF Cornerstone Total Return 0.73% 270,805 $2.1M New
PSEC Prospect Capital Corp. 0.72% 380,932 $2.1M New
DDOG Datadog Inc. Class A 0.71% 16,026 $2.1M No change
LLY Eli Lilly & Co. 0.70% 2,271 $2.1M New
CNA Cna Financial Corp. 0.70% 44,603 $2.1M New
CCOI Cogent Communications Holdin 0.69% 35,941 $2.0M New
PEP Pepsico Inc. 0.69% 12,163 $2.0M Add +71.4%
NVO Novo-Nordisk A/S-Spons ADR 0.66% 13,447 $1.9M New
NOW ServiceNow Inc. 0.66% 2,437 $1.9M No change
STNG Scorpio Tankers Inc. 0.64% 23,056 $1.9M New
MDB Mongodb Inc. 0.60% 7,075 $1.8M New
SNOW Snowflake Inc. 0.60% 13,032 $1.8M No change
DAC Danaos Corp. 0.59% 18,770 $1.7M New
AGNC AGNC Investment Corp. 0.59% 181,531 $1.7M New
LVHI Franklin International Low V 0.59% 58,344 $1.7M New
GFF Griffon Corp. 0.59% 27,058 $1.7M New
ARR Armour Residential REIT Inc. 0.58% 87,296 $1.7M New
S Sentinelone Inc. Class A 0.57% 79,682 $1.7M No change
ACI Albertsons Cos Inc. Class A 0.57% 84,814 $1.7M Add +58.5%
AMZN Amazon.com Inc. 0.57% 8,574 $1.7M No change
OXFORD LANE CAP CORP 0.56% 303,196 $1.6M New
FRO Frontline PLC 0.56% 63,041 $1.6M New
PDI PIMCO Dynamic Income Fund 0.53% 81,704 $1.5M New
GLAD Gladstone Capital Corp. 0.50% 62,334 $1.5M New
ECC Eagle Point Credit Co. 0.49% 143,712 $1.4M New
GSBD Goldman Sachs BDC Inc. 0.49% 95,676 $1.4M New
BKLN Invesco Senior Loan ETF 0.49% 67,985 $1.4M New
GILD Gilead Sciences Inc. 0.48% 20,634 $1.4M New
GBDC Golub Capital BDC Inc. 0.47% 88,408 $1.4M New
TFLO iShares Treasury Floating Ra 0.46% 26,289 $1.3M New
LMT Lockheed Martin Corp. 0.45% 2,818 $1.3M Add +57.8%
KREF KKR Real Estate Finance Trus 0.45% 144,156 $1.3M New
DX Dynex Capital Inc. 0.43% 104,808 $1.3M New
MBLY Mobileye Global Inc. Class A 0.42% 43,543 $1.2M No change
SRLN SS Blackstone Sr Loan ETF 0.42% 29,190 $1.2M New
USFR Wisdomtree Floating Rate Tre 0.42% 24,247 $1.2M New
RILY BRC Group Holdings Inc. filed as B. RILEY FINANCIAL INC 0.41% 67,838 $1.2M New
CWH Camping World Holdings Inc. Class A 0.40% 66,130 $1.2M New
GPCR Structure Therapeutics Inc. 0.40% 29,884 $1.2M No change
FLG New York Community Bancorp 0.40% 364,167 $1.2M New
QYLD Global X Nasd 100 Cov Call 0.39% 64,165 $1.1M New
SHV iShares 0-1 Year Treasury Bo 0.39% 10,222 $1.1M New
SBR Sabine Royalty Trust 0.38% 17,105 $1.1M New
COKE Coca-Cola Consolidated Inc. 0.37% 1,002 $1.1M New
RA Brookfield Real Assets Incom 0.36% 82,082 $1.0M New
OKTA Okta Inc. 0.35% 10,993 $1.0M Reduce -33.8%
ABBV Abbvie Inc. 0.35% 5,926 $1.0M New
ARES Ares Management Corp. Class A 0.35% 7,609 $1.0M New
KVUE Kenvue Inc. 0.34% 55,267 $1.0M Add +59.0%
TBLL Invesco Short Term Treasury 0.34% 9,525 $1.0M New
KR Kroger Co. 0.34% 19,790 $988K Reduce -25.7%
ARCH Arch Resources Inc. 0.34% 6,445 $981K New
NEM Newmont Corp. 0.33% 22,808 $955K New
SAH Sonic Automotive Inc. Class A 0.31% 16,838 $917K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.31% 9,936 $912K New
SDGR Schrodinger Inc. 0.31% 46,572 $901K No change
NLY Annaly Capital Management Inc. 0.30% 46,529 $887K New
BCC Boise Cascade Co. 0.28% 6,796 $810K New
BXMT Blackstone Mortgage Tru Class A 0.27% 45,971 $801K New
COST Costco Wholesale Corp. 0.24% 834 $709K New
FLTR Vaneck Ig Floating Rate ETF 0.24% 27,332 $697K New
VRIG Invesco Variable Rate Invest filed as POWERSHARES ACTIVELY MANAGED 0.24% 27,641 $695K New
GBIL Goldman Sachs Access Treasur 0.24% 6,941 $695K New
FSK FS KKR Capital Corp. 0.23% 33,943 $670K New
GIS General Mills Inc. 0.22% 10,159 $643K New
CWEN Clearway Energy Inc. Class C 0.22% 25,961 $641K New
PAG Penske Automotive Group Inc. 0.22% 4,225 $630K New
BIZD Vaneck BDC Income ETF 0.21% 36,515 $625K New
ZS Zscaler Inc. 0.21% 3,224 $620K Reduce -65.6%
OHI Omega Healthcare Investors 0.21% 17,988 $616K New
DKS Dick's Sporting Goods Inc. 0.21% 2,865 $616K New
NEAR iShares SH Dba ETF Usd Inc. 0.20% 11,702 $589K New
FTSL First Trust Senior Loan ETF 0.20% 12,720 $581K New
TWO Two Harbors Investment Corp. filed as TWO HBRS INVT CORP 0.20% 43,673 $577K New
ARCC Ares Capital Corp. 0.19% 27,342 $570K New
BAH Booz Allen Hamilton Holdings 0.18% 3,511 $540K New
GNK Genco Shipping & Trading Ltd. 0.18% 25,008 $533K New
CAH Cardinal Health Inc. 0.18% 5,247 $516K New
PMT Pennymac Mortgage Investment 0.17% 36,191 $498K New
MO Altria Group Inc. 0.17% 10,921 $497K New
VGSH Vanguard Short-Term Treasury 0.16% 8,280 $480K New
GOLDEN OCEAN GROUP LTD 0.16% 33,785 $466K New
GOLD Gold.com Inc. filed as A-MARK PRECIOUS METALS INC 0.15% 13,889 $450K New
DDS Dillards Inc. Class A 0.15% 1,010 $445K New
ASC Ardmore Shipping Corp. 0.15% 19,251 $434K New
BRSP Brightspire Capital Inc. 0.15% 74,672 $426K New
CVI CVR Energy Inc. 0.14% 15,648 $419K New
GFI Gold Fields Ltd.-Spons ADR 0.14% 27,984 $417K New
DEA Easterly Govt Pptys Inc. 0.13% 31,823 $394K New
USDU Wisdomtree BBG Usd Bullish 0.13% 14,467 $392K New
ICSH iShares Ultra Short Duration 0.13% 7,646 $386K New
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.13% 7,613 $386K New
HYGV NT HY Val-SCRD BD ETF 0.13% 9,553 $386K New
TSCO Tractor Supply Company 0.13% 1,428 $386K New
SCHO Schwab Short-Term US Treas 0.13% 7,993 $385K New
FTSM First Trust Enh Short Mat FD 0.13% 6,432 $383K New
KMB Kimberly-Clark Corp. 0.13% 2,763 $382K New
WINA Winmark Corp. 0.13% 1,060 $374K New
SPTS SS SPDR P St Term TSY ETF 0.13% 12,901 $372K New
VNLA Janus Henderson Short Durati 0.13% 7,647 $371K New
TLT iShares 20+ Year Treasury BD 0.13% 4,020 $369K New
ZROZ PIMCO 25+ YR Zero CPN US Tif 0.13% 4,889 $367K New
IPAR Interparfums Inc. 0.13% 3,152 $366K New
MPT Medical Properties Trust Inc. 0.12% 83,529 $360K New
WSO Watsco Inc. 0.12% 774 $359K New
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.12% 8,723 $355K New
VGR Vector Group Ltd. 0.12% 33,593 $355K New
RLAY Relay Therapeutics Inc. 0.12% 54,445 $355K No change
ABCL Abcellera Biologics Inc. 0.11% 109,957 $325K No change
TRGP Targa Resources Corp. 0.11% 2,449 $315K New
CPB The Campbell's Company filed as CAMPBELL SOUP CO 0.10% 6,571 $297K New
HRB H&R Block Inc. filed as BLOCK H & R INC 0.10% 5,414 $294K New
IIPR Innovative Industrial Proper 0.10% 2,563 $280K New
FLOT iShares Floating Rate Bond E 0.10% 5,449 $278K New
FLRN SS SPDR BB Ig Float RT ETF 0.10% 9,016 $278K New
JPST JPMorgan Ultra-Short Income 0.10% 5,508 $278K New
GOVT iShares US Treasury Bond ETF 0.10% 12,304 $278K New
VGLT Vanguard Long-Term Treasury 0.09% 4,789 $276K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.09% 10,142 $276K New
EDV Vanguard Extended Dur Treas 0.09% 3,752 $275K New
SHY iShares 1-3 Year Treasury Bo 0.09% 3,368 $275K New
LYTS Lsi Industries Inc. 0.09% 18,851 $273K New
XYLD Global X S&P 500 Cove Call E 0.09% 6,576 $266K New
K Kellanova 0.09% 4,573 $264K New
PCAR Paccar Inc. 0.09% 2,561 $264K New
KOF Coca-Cola Femsa Sab-SP ADR 0.09% 3,016 $259K New
GODN Golden Star Acquisition Corp. 0.08% 22,652 $245K No change
FORL Four Leaf Acquisition Cor-A 0.07% 19,934 $218K No change
GLACF Global Lights Acquisition Co. 0.07% 20,802 $214K No change
BUJA Bukit Jalil Global Acquisiti 0.07% 19,934 $212K No change
AITR AI Transportation Acquisitio 0.07% 19,934 $207K No change
QETA Quetta Acquisition Corp. 0.07% 19,934 $206K No change
SPKLF Spark I Acquisition Corp. 0.07% 19,934 $206K No change
TBMC Trailblazer Merger Corp. I 0.07% 19,088 $206K No change
LEGT Legato Merger Corp. III 0.07% 20,052 $203K No change
TMTC TMT Acquisition Corp. Class A 0.07% 18,272 $201K No change
NBST Newbury Street Acquisition C 0.07% 18,238 $201K No change
BKHA Black Hawk Acquisition Cor-A 0.07% 19,755 $200K No change
TONT.U Graf Global Corp. 0.07% 20,000 $200K New
OAKU Oak Woods Acquisition Corp. Class A 0.07% 18,262 $198K No change
ARES ACQUISITION CORP II 0.07% 18,471 $197K No change
ESHA Esh Acquisition Corp. Class A 0.07% 18,218 $190K No change
GPATU GP-Act III Acquisition Corp. 0.06% 17,749 $178K New
LADR Ladder Capital Corp.-REIT 0.06% 15,390 $174K New
AFJK Aimei Health Technology Co. 0.05% 14,391 $149K No change
SWBI Smith & Wesson Brands Inc. 0.05% 10,371 $149K New
JVSA Jvspac Acquisition Corp. Class A 0.05% 14,218 $144K New
COLOMBIER ACQUISITION CORP 0.04% 12,813 $132K No change
UCFI CN Healthy Food Tech Group C filed as IRON HORSE ACQUISITIONS CORP 0.04% 12,150 $122K No change
KVACF Keen Vision Acquisition Corp. 0.04% 10,401 $110K No change
Other holdings (20): bonds, preferreds, convertibles and warrants · $60K (not counted above)
SecurityClassShares / PrincipalValueChange
GODNR Golden Star Acquisitio-Right RIGHT 03/30/2025 24,341$9KNo change
TMTCR TMT Acquisition Corp.-RT RIGHT 03/27/2028 19,934$7KNo change
NNAGR 99 Acquisition Group -RTS RIGHT 08/25/2028 21,667$6KNo change
GLLRF Global Lights Acquisition Co. RIGHT 99/99/9999 20,802$4KNo change
JVSAR Jvspac Acquisition Corp.-RTS RIGHT 11/26/2026 14,218$4KNo change
OAKUR Oak Woods Acquisition Cor-RT RIGHT 03/23/2028 19,934$4KNo change
AITRR AI Transportation Acquis-RTS RIGHT 09/01/2028 19,934$4KNo change
AFJKR Aimei Health Technology Co. L RIGHT 11/17/2028 14,391$3KNo change
BUJAR Bukit Jalil Global Acquisiti RIGHT 12/30/2024 19,934$3KNo change
IROHR Iron Horse Acquisitions Righ RIGHT 99/99/9999 12,150$3KNo change
ESHAR Esh Acquisition Corp. - Right RIGHT 06/13/2028 19,934$2KNo change
TBMCR Trailblazer Merger Corp.-RTS RIGHT 04/21/2028 19,088$2KNo change
KDKRW Ares Acquisition Corp. II-28 *W EXP 99/99/999 10,085$1KNo change
LEGT.WS Legato Merger Corp. III-29 *W EXP 05/08/203 10,026$1KNo change
FORLW Four Leaf Acquisition Cor-28 *W EXP 03/15/202 19,934$1KNo change
USARW Inflection Point Acquis-C-28 *W EXP 08/31/202 10,130$959No change
NNAGW 99 Acquisition Group in-C-28 *W EXP 08/25/202 21,667$715No change
KVAWF Keen Vision Acquisition C-28 *W EXP 03/15/202 10,401$650No change
OAKUW Oak Woods Acquisition -28 *W EXP 99/99/999 19,934$498No change
UCFIW Iron Horse Acquisition Co.-29 *W EXP 09/30/203 12,150$425No change

Total filed on the 13F, all lines: $292.5M.

Portfolio Sells Q1 2024 → Q2 2024
OWL Blue Owl Capital Inc. Reduce -24.2% 0.87% −2.40
QCOM Qualcomm Inc. Reduce -21.8% 1.07% −2.05
ZS Zscaler Inc. Reduce -65.6% 0.21% −1.45
PATH Uipath Inc. Class A Sold out 0.00% −1.27
OKTA Okta Inc. Reduce -33.8% 0.35% −1.24
TSM Taiwan Semiconductor-SP ADR Reduce -13.8% 0.83% −1.20
RBLX Roblox Corp. Class A Sold out 0.00% −1.14
KR Kroger Co. Reduce -25.7% 0.34% −1.06
TWLO Twilio Inc. Class A Sold out 0.00% −0.98
U Unity Software Inc. Sold out 0.00% −0.83
PRME Prime Medicine Inc. Sold out 0.00% −0.55
USAR USA Rare Earth Inc. Sold out 0.00% −0.19

Portfolio Buys Q1 2024 → Q2 2024
CLM Cornerstone Strategic Invest New 1.54% +1.54
GOF Guggenheim Strategic Opport New 1.53% +1.53
TSLX Sixth Street Specialty Lendi New 1.50% +1.50
NAT Nordic American Tankers Ltd. New 1.50% +1.50
DHT DHT Holdings Inc. New 1.49% +1.49
OCSL Oaktree Specialty Lending Co. New 1.45% +1.45
CMBT CMB Tech NV New 1.45% +1.45
INSW International Seaways Inc. New 1.44% +1.44
GNL Global Net Lease Inc. New 1.15% +1.15
FTQI First Trust Nasdaq Buywrite New 1.15% +1.15
GS Goldman Sachs Group Inc. New 1.09% +1.09
ORC Orchid Island Capital Inc. New 1.09% +1.09
APD Air Products & Chemicals Inc. New 1.06% +1.06
RC Ready Capital Corp. New 1.05% +1.05
HTGC Hercules Capital Inc. New 1.03% +1.03
ABR Arbor Realty Trust Inc. New 0.99% +0.99
AES AES Corp. New 0.93% +0.93
NET Cloudflare Inc. Class A New 0.74% +0.74
XIFR XPLR Infrastructure LP New 0.74% +0.74
CRF Cornerstone Total Return New 0.73% +0.73
PSEC Prospect Capital Corp. New 0.72% +0.72
LLY Eli Lilly & Co. New 0.70% +0.70
CNA Cna Financial Corp. New 0.70% +0.70
CCOI Cogent Communications Holdin New 0.69% +0.69
NVO Novo-Nordisk A/S-Spons ADR New 0.66% +0.66
STNG Scorpio Tankers Inc. New 0.64% +0.64
MDB Mongodb Inc. New 0.60% +0.60
DAC Danaos Corp. New 0.59% +0.59
AGNC AGNC Investment Corp. New 0.59% +0.59
LVHI Franklin International Low V New 0.59% +0.59
GFF Griffon Corp. New 0.59% +0.59
ARR Armour Residential REIT Inc. New 0.58% +0.58
OXFORD LANE CAP CORP New 0.56% +0.56
FRO Frontline PLC New 0.56% +0.56
PDI PIMCO Dynamic Income Fund New 0.53% +0.53
GLAD Gladstone Capital Corp. New 0.50% +0.50
ECC Eagle Point Credit Co. New 0.49% +0.49
GSBD Goldman Sachs BDC Inc. New 0.49% +0.49
BKLN Invesco Senior Loan ETF New 0.49% +0.49
GILD Gilead Sciences Inc. New 0.48% +0.48
GBDC Golub Capital BDC Inc. New 0.47% +0.47
TFLO iShares Treasury Floating Ra New 0.46% +0.46
KREF KKR Real Estate Finance Trus New 0.45% +0.45
DX Dynex Capital Inc. New 0.43% +0.43
SRLN SS Blackstone Sr Loan ETF New 0.42% +0.42
USFR Wisdomtree Floating Rate Tre New 0.42% +0.42
RILY BRC Group Holdings Inc. New 0.41% +0.41
CWH Camping World Holdings Inc. Class A New 0.40% +0.40
FLG New York Community Bancorp New 0.40% +0.40
QYLD Global X Nasd 100 Cov Call New 0.39% +0.39

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 169$798.2MMARZ, MAYZ, NOVZ, FEBZ, APRZ
Q1 2026 155$513.7MSPSB, CVX, VZ, PM, MPLX
Q4 2025 227$523.4MSPSB, PM, MPLX, VZ, NEE
Q3 2025 180$575.3MQBER, PM, VZ, MPLX, ENB
Q2 2025 139$462.7MVZ, BTI, PM, T, ABBV
Q1 2025 183$381.6MVZ, T, BTI, ABBV, PM
Q4 2024 160$313.2MENB, VZ, BTI, PM, ORCL
Q3 2024 221$311.6MNEE, BTI, VZ, PM, XOM
Q2 2024 198$292.4MNVDA, BTI, NEE, AVGO, C
Q1 2024 72$108.9MNVDA, C, AVGO, OWL, CRWD