1 | BRK-A | Berkshire Hathaway | Stock | 790.25 K | Diversified Financial Services, Insurance - Diversified, Financials, Insurance—Diversified, Services | | 0.21 | 1.21 | 0.26 | |
2 | BRK-B | Berkshire Hathaway | Stock | 526.31 | Diversified Financial Services, Insurance - Diversified, NYSE Composite, SP 500 Index, 100 100, ARCA Institutional, Financials, Insurance—Diversified, Services | | 0.22 | 1.16 | 0.26 | |
3 | JPM | JPMorgan Chase Co | Stock | 242.85 | Diversified Banks, Banks - Diversified, Financial Services, Dow Jones Industrial, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Blockchain, FinTech, Baby Boomer Prospects, Momentum, Financials, Banks—Diversified, Services | | 0.03 | 1.54 | 0.04 | |
4 | JPM-PK | JPMorgan Chase Co | Preferred Stock | 19.84 | Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks-Diversified, Services | | 0.00 | 0.88 | 0.00 | |
5 | JPM-PM | JPMorgan Chase Co | Preferred Stock | 18.62 | Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services | | 0.05 | 0.98 | 0.04 | |
6 | JPM-PL | JPMorgan Chase Co | Preferred Stock | 20.15 | Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services | | 0.01 | 0.87 | 0.01 | |
7 | JPM-PJ | JPMorgan Chase Co | Preferred Stock | 20.71 | Banking, Banks - Diversified, Financial Services, Banks-Diversified, Services | | 0.01 | 0.90 | 0.01 | |
8 | JPM-PC | JPMorgan Chase Co | Preferred Stock | 25.18 | Banking, Banks - Diversified, Financial Services, Banks-Diversified, Services | | 0.08 | 0.32 | 0.02 | |
9 | JPM-PD | JPMorgan Chase Co | Preferred Stock | 24.83 | Banking, Banks - Diversified, Financial Services, Banks-Diversified, Services | | 0.06 | 0.47 | 0.03 | |
10 | BN | Brookfield Corp | Stock | 51.85 | Asset Management & Custody Banks, Financial Services, NYSE Composite, SBF 120, 120 Gross, CAC All Shares, SP TSX All-Tradable, Large 60, Consumer Service, All-Tradable Net, Thomson Reuters Canada, 40, 40 Tradable, Real Estate, Financials, Capital Markets, Management, Services | | (0.03) | 2.10 | (0.07) | |
11 | WFC-PZ | Wells Fargo | Preferred Stock | 19.7 | Banking, Banks - Diversified, Financial Services, Banks—Diversified, Services | | (0.01) | 0.83 | (0.01) | |
12 | WFC-PY | Wells Fargo | Preferred Stock | 23.6 | Banking, Banks - Diversified, Financial Services, Banks—Diversified, Services | | (0.02) | 0.61 | (0.01) | |
13 | WFC-PA | Wells Fargo | Preferred Stock | 19.36 | Banking, Banks - Diversified, Financial Services, Banks—Diversified, Services | | (0.01) | 0.90 | (0.01) | |
14 | WFC-PL | Wells Fargo | Preferred Stock | 1.2 K | Banking, Banks - Diversified, Financial Services, Global, Services | | 0.09 | 0.61 | 0.06 | |
15 | WFC-PD | Wells Fargo | Preferred Stock | 17.68 | Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks-Diversified, Services | | 0.00 | 0.99 | 0.00 | |
16 | WFC-PC | Wells Fargo | Preferred Stock | 18.12 | Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services | | (0.03) | 0.99 | (0.03) | |
17 | C | Citigroup | Stock | 70.33 | Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Banking, Warren Buffett Holdings, FinTech, Investor Favorites, Baby Boomer Prospects, Momentum, Hedge Financials, Banks—Diversified, Services | | 0.01 | 2.02 | 0.03 | |
18 | WFC | Wells Fargo | Stock | 70.69 | Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Dividend Beast, FinTech, Baby Boomer Prospects, Momentum, Financials, Banks—Diversified, Services | | 0.02 | 1.83 | 0.03 | |
19 | BML-PG | Bank of America | Preferred Stock | 22.16 | Banking, Banks - Diversified, Financial Services, Banks—Diversified, Services | | 0.08 | 0.52 | 0.04 | |
20 | BML-PH | Bank of America | Preferred Stock | 22.19 | Banking, Banks - Diversified, Financial Services, Global, Services | | 0.07 | 0.54 | 0.04 | |