Alphabet Inc. (A) (SPOUSE) |
Software & Computer Services |
Stocks, Bonds or Mutual Funds |
N/A |
Alphabet Inc. (C) (SPOUSE) |
Software & Computer Services |
Stocks, Bonds or Mutual Funds |
N/A |
Manoa Gallery (SPOUSE) |
Fine Arts Retailer |
Business Ownership |
N/A |
Amazon.com Inc. (SPOUSE) |
General Retailer |
Stocks, Bonds or Mutual Funds |
N/A |
Apple Inc. (SPOUSE) |
Technology Hardware & Equipment |
Stocks, Bonds or Mutual Funds |
N/A |
Eaton Vance Tax Managed Dividend Equity Fund (SPOUSE) |
Closed-end Management Investments |
Stocks, Bonds or Mutual Funds |
N/A |
Morgan Stanley (SPOUSE) |
investment services |
Stocks, Bonds or Mutual Funds |
N/A |
NESTLE SPON ADR REP REG SHR (SPOUSE) |
CONSUMER STAPLES |
Stocks, Bonds or Mutual Funds |
N/A |
Abbott Laboratories (SPOUSE) |
health care |
Stocks, Bonds or Mutual Funds |
N/A |
Accenture PLC Ireland CL A (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
Adobe Inc (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
Align Technology (SPOUSE) |
health care |
Stocks, Bonds or Mutual Funds |
N/A |
Autodesk Inc Delaware (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
Gartner Inc (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
Illumina Inc (SPOUSE) |
health care |
Stocks, Bonds or Mutual Funds |
N/A |
ISHARES MSCI ACWI EX US ETF (SPOUSE) |
investment tracking service |
Stocks, Bonds or Mutual Funds |
N/A |
MASTERCARD INC CL A (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
Microsoft Corp (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
NIKE INC B (SPOUSE) |
CONSUMER DISCRETIONARY |
Stocks, Bonds or Mutual Funds |
N/A |
PAYPAL HLDGS INC COM (SPOUSE) |
INFORMATION TECHNOLOGY |
Stocks, Bonds or Mutual Funds |
N/A |
SALESFORCE.COM INC (SPOUSE) |
INFORMATION TECHNOLOGY |
Stocks, Bonds or Mutual Funds |
N/A |
SERVICENOW INC (SPOUSE) |
INFORMATION TECHNOLOGY |
Stocks, Bonds or Mutual Funds |
N/A |
UNITEDHEALTH GP INC (SPOUSE) |
HEALTH CARE |
Stocks, Bonds or Mutual Funds |
N/A |
VISA INC CL A (SPOUSE) |
INFORMATION TECHNOLOGY |
Stocks, Bonds or Mutual Funds |
N/A |
ZOETIS INC CLASS-A (SPOUSE) |
HEALTH CARE |
Stocks, Bonds or Mutual Funds |
N/A |
MEDTRONIC PLC SHS (SPOUSE) |
HEALTH CARE |
Stocks, Bonds or Mutual Funds |
N/A |
AIRBNB INC CL A (SPOUSE) |
travel services |
Stocks, Bonds or Mutual Funds |
N/A |
ADIDAS AG (SPOUSE) |
footwear |
Stocks, Bonds or Mutual Funds |
N/A |
AUTOMATIC DATA PROCESSING INC (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
AES CORP (SPOUSE) |
utilities |
Stocks, Bonds or Mutual Funds |
N/A |
AFLAC INCORPORATED (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
AMER INTL GP INC NEW (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
ALCON INC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
AMADEUS IT GROUP S.A ADR (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
APPLIED MATERIALS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
AMGEN INC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
AMERIPRISE FINCL INC (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
ANSYS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
AON PLC CL A (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
APTIV PLC (SPOUSE) |
autoparts |
Stocks, Bonds or Mutual Funds |
N/A |
ASML HOLDING NV NY REG NEW (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
AMERICAN WATER WORKS CO (SPOUSE) |
utility |
Stocks, Bonds or Mutual Funds |
N/A |
BANK OF AMERICA CORP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
BAXTER INTL INC (SPOUSE) |
health |
Stocks, Bonds or Mutual Funds |
N/A |
BECTON DICKINSON & CO (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
BIO RAD LAB A (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
TOPBUILD CORP COM (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
BRISSTOL MYERS SQUIBB CO (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
BRUKER CORPORATION (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
BUNZL PLC NEW (SPOUSE) |
food distribution |
Stocks, Bonds or Mutual Funds |
N/A |
CITIGROUP INC NEW (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
CATERPILLAR INC (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
COMMERCE BANCSHARES (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
CROWN CASTLE INTL CORP (SPOUSE) |
real estate |
Stocks, Bonds or Mutual Funds |
N/A |
CULLEN FROST BANKERS INC (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
CIGNA CORP (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
CIENA CORP NEW (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
CINCINNATI FINANCIAL OHIO (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
CENTENE CORPORATION (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
CAPITAL ONE FINANCIAL CORP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
CISCO SYS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
CSL LTD (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
CSX CORP (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
COTERRA ENERGY INC (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
CORTEVA INC (SPOUSE) |
agriculture |
Stocks, Bonds or Mutual Funds |
N/A |
CHEVRON CORP (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
DASSAULT SYSTEMS SA ADS (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
DEERE & CO (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
DANAHER CORPORATION (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
ECOLAB INC (SPOUSE) |
chemicals |
Stocks, Bonds or Mutual Funds |
N/A |
EQUITY LIFESTYLE PROPERTIES (SPOUSE) |
real estate |
Stocks, Bonds or Mutual Funds |
N/A |
EVOLUTION AB ADR (SPOUSE) |
gaming |
Stocks, Bonds or Mutual Funds |
N/A |
EXPERIAN GP LTD ADR (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
FREEPORT-MCMORAN CL-B (SPOUSE) |
copper |
Stocks, Bonds or Mutual Funds |
N/A |
FIRSTENERGY CORP (SPOUSE) |
utility |
Stocks, Bonds or Mutual Funds |
N/A |
FLEXTRONICS INTL LTD (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
FMC CORP NEW (SPOUSE) |
chemicals |
Stocks, Bonds or Mutual Funds |
N/A |
TECHNIPFMC LTD (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
GENL DYNAMICS CORP (SPOUSE) |
defense |
Stocks, Bonds or Mutual Funds |
N/A |
GLOBANT S.A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
CORNING INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
BARRICK GOLD CORP (SPOUSE) |
mining |
Stocks, Bonds or Mutual Funds |
N/A |
HOME DEPOT INC (SPOUSE) |
home improvement retailing |
Stocks, Bonds or Mutual Funds |
N/A |
HONEYWELL INTL INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
HUMANA INC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
HEXCEL CORP NEW (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
INTERCONTINENTAL EXCHANGE INC (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
ICON PLC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
INTUITIVE SURGICAL INC (SPOUSE) |
healthcare technology |
Stocks, Bonds or Mutual Funds |
N/A |
JOHNSON & JOHNSON (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
JPMORGAN CHASE & CO (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
KEYSIGHT TECHNOLOGIES INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
COCA COLA CO (SPOUSE) |
beverages |
Stocks, Bonds or Mutual Funds |
N/A |
LENNAR CORPORATION (SPOUSE) |
real estate |
Stocks, Bonds or Mutual Funds |
N/A |
LABORATORY CP AMER HLDGS NEW (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
LUMENTUM HLDGS INC COM (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
LOWES COMPANIES INC (SPOUSE) |
home improvement retailing |
Stocks, Bonds or Mutual Funds |
N/A |
SOUTHWEST AIRLINES (SPOUSE) |
travel |
Stocks, Bonds or Mutual Funds |
N/A |
LVMH MOET HENNESSY LOUIS VUITT (SPOUSE) |
luxury goods |
Stocks, Bonds or Mutual Funds |
N/A |
MICROCHIP TECHNOLOGY INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
MERCADOLIBRE INC (SPOUSE) |
internet retailing |
Stocks, Bonds or Mutual Funds |
N/A |
METLIFE INCORPORATED (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
MICHELIN COMPAGNIE GENERALE DE (SPOUSE) |
auto parts |
Stocks, Bonds or Mutual Funds |
N/A |
MARTIN MARIETTA MATERIALS (SPOUSE) |
building materials |
Stocks, Bonds or Mutual Funds |
N/A |
MAXIMUS INC (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
MARATHON PETROLEUM CORP (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
MONOLITHIC PWR SYSTEMS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
MSCI INC COM (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
MITSUBISHI UFJ FINCL GRP ADS (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
NEXTERA ENERGY INC (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
NETFLIX INC (SPOUSE) |
entertainment |
Stocks, Bonds or Mutual Funds |
N/A |
NVIDIA CORPORATION (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
NXP SEMICONDUCTORS NV (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
PG&E CORPORATION (SPOUSE) |
utility |
Stocks, Bonds or Mutual Funds |
N/A |
PROCTER & GAMBLE (SPOUSE) |
consumer goods |
Stocks, Bonds or Mutual Funds |
N/A |
PARKER HANNIFIN CORP (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
PHILIP MORRIS INTL INC (SPOUSE) |
tobacco products |
Stocks, Bonds or Mutual Funds |
N/A |
PNC FINL SVCS GP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
KERING S A ADR NEW (SPOUSE) |
luxury goods |
Stocks, Bonds or Mutual Funds |
N/A |
PHILLIPS 66 COM (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
QUALCOMM INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
QURATE RETAIL INC SER A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
ROCKWELL AUTOMATION INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
R P M INC (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
RAYTHEON TECHNOLOGIES CORP (SPOUSE) |
defense |
Stocks, Bonds or Mutual Funds |
N/A |
SAP AG (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
SBA COMMUNICATNS CORP NEW CL A (SPOUSE) |
real estate investment trust |
Stocks, Bonds or Mutual Funds |
N/A |
SAGE GROUP PLC ADR NEW (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
SHOPIFY INC (SPOUSE) |
e-commerce |
Stocks, Bonds or Mutual Funds |
N/A |
SVB FNCL GRP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
SIEMENS HEALTHINEERS AG ADR (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
SONY GROUP CORPORATION ADR (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
CONSTELLATION BRANDS INC CL A (SPOUSE) |
beverages |
Stocks, Bonds or Mutual Funds |
N/A |
TERADATA CORP (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
TE CONNECTIVITY LTD NEW (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
TEMENOS AG SPONSORED ADR (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
TETRA TECH INC (SPOUSE) |
engineering |
Stocks, Bonds or Mutual Funds |
N/A |
UNILEVER PLC (NEW) ADS (SPOUSE) |
consumer goods |
Stocks, Bonds or Mutual Funds |
N/A |
UNION PACIFIC CORP (SPOUSE) |
transportation |
Stocks, Bonds or Mutual Funds |
N/A |
AMERICAS GOLD AND SILVER CORP (SPOUSE) |
mining |
Stocks, Bonds or Mutual Funds |
N/A |
VERIZON COMMUNNICATIONS (SPOUSE) |
telecommunications |
Stocks, Bonds or Mutual Funds |
N/A |
WELLS FARGO & CO NEW (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
WASTE MGMT INC (DELA) (SPOUSE) |
waste management |
Stocks, Bonds or Mutual Funds |
N/A |
WILLIAMS CO INC (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
XYLEM INC COM (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
ISHARES RUSSELL 1000 VALUE ETF (SPOUSE) |
mutual fund |
Stocks, Bonds or Mutual Funds |
N/A |
ISHARES RUSSELL 100 GRW ETF (SPOUSE) |
mutual fund |
Stocks, Bonds or Mutual Funds |
N/A |
VIRTUS NWFLT MLTSEC SHTM BD I (SPOUSE) |
mutual fund |
Stocks, Bonds or Mutual Funds |
N/A |
PIMCO LOW DURATION I2 (SPOUSE) |
mutual fund |
Stocks, Bonds or Mutual Funds |
N/A |
BLOCK INC CL A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
CHUBB LTD (SPOUSE) |
insurance |
Stocks, Bonds or Mutual Funds |
N/A |
COINBASE GLOBAL INC CL A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
DOCUSIGN INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
EAST WEST BANCORP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
KONINKLIJKE PHIL EL SP ADR NEW (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
MOTOROLA SOLUTIONS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
STARBUCKS CORP (SPOUSE) |
retailer |
Stocks, Bonds or Mutual Funds |
N/A |
WALGREENS BOOTS ALLIANCE INC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
ATMOS ENERGY CP (SPOUSE) |
energy industry |
Stocks, Bonds or Mutual Funds |
N/A |
BLACKSTONE INC (SPOUSE) |
private equity |
Stocks, Bonds or Mutual Funds |
N/A |
COSTCO WHOLESALE CORP NEW (SPOUSE) |
wholesale sales |
Stocks, Bonds or Mutual Funds |
N/A |
DELL TECHNOLOGIES INC CL C (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
ESTEE LAUDER CO INC CL A (SPOUSE) |
cosmetics |
Stocks, Bonds or Mutual Funds |
N/A |
HDFC BANK LTD ADR (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
L OREAL CO ADR (SPOUSE) |
beauty products |
Stocks, Bonds or Mutual Funds |
N/A |
ON SEMICONDUCTOR CORP (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
OSHKOSH CORP (SPOUSE) |
truck manufacturer |
Stocks, Bonds or Mutual Funds |
N/A |
OWENS CORNING INC (SPOUSE) |
fiberglass & roofing composites |
Stocks, Bonds or Mutual Funds |
N/A |
SPDR S&P 500 ETF TRUST (SPOUSE) |
financial investments |
Stocks, Bonds or Mutual Funds |
N/A |
SYSCO CORP (SPOUSE) |
food service |
Stocks, Bonds or Mutual Funds |
N/A |
WEST PHARMACEUTICAL SVCS INC (SPOUSE) |
pharmaceuticals & healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
XCEL ENERGY INC (SPOUSE) |
energy industry |
Stocks, Bonds or Mutual Funds |
N/A |
Advance Micro Devices (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
Cheniere Energy Inc (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
Fair Isaac & Co Inc (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
Intel Corp (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
Bentley Sys Inc Com Cl B (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
Berkshire Hathaway Vl-B New (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
Ft North American Energy Infra (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
Liberty Media Cor Ser C Lbrt (SPOUSE) |
communication services |
Stocks, Bonds or Mutual Funds |
N/A |
EBAY Inc (SPOUSE) |
consumer retail |
Stocks, Bonds or Mutual Funds |
N/A |
Eli Lilly & Co (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
Lasertec Corp ADR (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
LPL FINL HLDGS INC COM (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
NOVO NORDISK A/S ADR (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
Palo Alto Networks Inc (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
SPDR BLOOMBERG 1-3 MONTH T-B (SPOUSE) |
investment fund |
Stocks, Bonds or Mutual Funds |
N/A |
WORKDAY INC CL A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
Teledyne Tech Inc (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
TELEPERFORMANCE SA UNSP ADR Details (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
US BANCORP COM NEW (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
Veralto Corp (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
Warner Music Group Corp (SPOUSE) |
entertainment |
Stocks, Bonds or Mutual Funds |
N/A |
Bank of Hawaii Corp (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
THERMO FISHER SCIENTIFIC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
HELEON PLC ADR (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
STERIS PLC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
THE CIGNA GROUP (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
Apple Inc. |
Technology Hardware & Equipment |
Stocks, Bonds or Mutual Funds |
N/A |
Alphabet Inc. (A) |
Software & Computer Services |
Stocks, Bonds or Mutual Funds |
N/A |
Alphabet Inc. (C) |
Software & Computer Services |
Stocks, Bonds or Mutual Funds |
N/A |
EATON VANCE TAX MGD DIV EQU FD |
Investment Tracking Service |
Stocks, Bonds or Mutual Funds |
N/A |
EATON VANCE TAX MG CEF |
tax-managed equity fund |
Stocks, Bonds or Mutual Funds |
N/A |
Virtus Income & Growth C |
investment fund |
Stocks, Bonds or Mutual Funds |
N/A |