FIRSTPURPOSE WEALTH LLC
Latest 13F filing data - Q1 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DTI | 261K | $1.17M |
 | CION | 185K | $2.00M |
 | PRG | 183K | $5.93M |
 | FSK | 116K | $2.23M |
 | PECO | 108K | $3.56M |
 | NCNO | 81K | $2.70M |
 | HLF | 60K | $515.61K |
 | SNFCA | 55K | $384.45K |
 | BRSP | 29K | $179.49K |
 | ET | 29K | $454.37K |
 | HLN | 21K | $169.64K |
 | AMZN | 20K | $3.80M |
 | PCG | 19K | $323.26K |
 | VZ | 19K | $774.90K |
 | CSCO | 17K | $849.81K |
 | QVCGA | 16K | $15.87K |
 | EXR | 15K | $2.20M |
 | PKST | 15K | $218.16K |
 | BAC | 15K | $548.93K |
 | AES | 15K | $262.37K |
Drilling Tools International Corp.
DTI
Shares Held
261K
Value
$1.17M
CION Investment Corporation
CION
Shares Held
185K
Value
$2.00M
PROG Holdings, Inc.
PRG
Shares Held
183K
Value
$5.93M
FS KKR Capital Corp.
FSK
Shares Held
116K
Value
$2.23M
Phillips Edison & Company, Inc.
PECO
Shares Held
108K
Value
$3.56M
nCino, Inc.
NCNO
Shares Held
81K
Value
$2.70M
Herbalife Nutrition Ltd.
HLF
Shares Held
60K
Value
$515.61K
Security National Financial Corporation
SNFCA
Shares Held
55K
Value
$384.45K
BrightSpire Capital, Inc.
BRSP
Shares Held
29K
Value
$179.49K
Energy Transfer LP
ET
Shares Held
29K
Value
$454.37K
Haleon plc
HLN
Shares Held
21K
Value
$169.64K
Amazon.com, Inc.
AMZN
Shares Held
20K
Value
$3.80M
Pacific Gas & Electric Co.
PCG
Shares Held
19K
Value
$323.26K
Verizon Communications Inc.
VZ
Shares Held
19K
Value
$774.90K
Cisco Systems, Inc.
CSCO
Shares Held
17K
Value
$849.81K
QVC Group Inc.
QVCGA
Shares Held
16K
Value
$15.87K
Extra Space Storage Inc.
EXR
Shares Held
15K
Value
$2.20M
Peakstone Realty Trust
PKST
Shares Held
15K
Value
$218.16K
Bank of America Corporation
BAC
Shares Held
15K
Value
$548.93K
The AES Corporation
AES
Shares Held
15K
Value
$262.37K