Municipal bonds enjoyed a relatively strong run in 2025, and even began the new year on a high note, but even these assets were exposed to some of the macroeconomic problems caused by conflict in the Middle East.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 53,052 | $1.34M | $1.31M | -$24,138.74 | -1.8% |
Curtis Ellergodt Rothschild Investment LLC | 3,965 | $97,658 | $97,816.55 | $158.55 | 0.16% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 12,344 | $304,033 | $304,341.32 | $308.32 | 0.1% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,850 | $496,845.52 | $491,089 | -$5,756.52 | -1.16% |
Michael Byun SageView Advisory Group LLC | 246,579 | $6.07M | $6.11M | $36,985.86 | 0.61% |
| NASDAQ (NMS) Exchange | US Country |