U.S. equity markets are riding high these days, with major indices hitting new record highs on expectations of interest rate cuts later this year. Still, ETF asset flows tell us that market participation with a focus on capital preservation remains a very popular pursuit.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 2,500 | $51,372 | $53,100 | $1,728 | 3.36% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 200,098 | $4.05M | $4.25M | $199,693.18 | 4.93% |
Chris Williams Applied Capital LLC | 9,964 | $211,186.98 | $211,386.26 | $199.28 | 0.09% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 12,630 | $255,062.85 | $268,324.35 | $13,261.5 | 5.2% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 34,100 | $722,749.5 | $724,454.5 | $1,705 | 0.24% |
| BATS Exchange | US Country |