Stock Taper

FIRSTPURPOSE WEALTH LLC

Latest 13F filing data - Q1 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Drilling Tools International Corp.DTI260.57K$1.17M
CION Investment CorporationCION184.6K$2M
PROG Holdings, Inc.PRG183.15K$5.93M
FS KKR Capital Corp.FSK115.93K$2.23M
Phillips Edison & Co.PECO107.58K$3.56M
nCino, Inc.NCNO80.91K$2.7M
Herbalife Nutrition Ltd.HLF59.95K$515.61K
Security National Financial CorporationSNFCA55K$384.45K
BrightSpire Capital, Inc.BRSP29K$179.49K
Energy Transfer LPET28.79K$454.37K
Haleon plcHLN20.76K$169.64K
Amazon.com, Inc.AMZN20.42K$3.8M
PG&E CorporationPCG19.33K$323.26K
Verizon Communications Inc.VZ19.12K$774.9K
Cisco Systems, Inc.CSCO17.27K$849.81K
Extra Space Storage Inc.EXR15.46K$2.2M
Bank of America CorporationBAC14.98K$548.93K
The AES CorporationAES14.84K$262.37K
AT&T Inc.T13.52K$226.15K
Wells Fargo & CompanyWFC12.08K$687.93K