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 (%) |
|---|---|---|---|---|---|
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 12,344 | $304,033 | $307,859.36 | $3,826.36 | 1.26% |
Mark Mowrey Signature Resources Capital Management LLC | 1,620 | $39,901 | $40,451.4 | $550.4 | 1.38% |
Belena Vincetti Fortis Capital Advisors LLC | 16,478 | $405,853 | $410,961.32 | $5,108.32 | 1.26% |
NICOLE MARTIN Arlington Trust Co LLC | 6,485 | $159,726 | $161,671.7 | $1,945.7 | 1.22% |
| PPL Postrock Partners LLC Postrock Partners LLC | 25,342 | $624,173 | $632,282.9 | $8,109.9 | 1.3% |
| NASDAQ (NMS) Exchange | US Country |