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  Name: TMD Wealth Management LLC
  City: SCOTTSDALE
  State: AZ
  Zip: 85260
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $428,640,000
  Total Value Change : $44,930,000
  Securities Held Change : -2
   
All Securities Held : 55
  New Positions : 5
  Closed Positions : 5
  Increased Positions : 17
  Unchanged Positions : 10
  Decreased Positions : 23

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ORCC)1 Year Chart         ORCC Owl Rock Capital Corp 53 Closed $0.00 $0 0 0% -257,000 -17,400 0    N/A
   (ISR)1 Year Chart         ISR IsoRay, Inc. 57 Closed $1.30 $0 0 0% -8,000 -20,000 0    Medical Instruments &...
   (O)1 Year Chart         O Realty Income Corp 56 Closed $52.71 $0 0 0% -269,000 -4,690 0    REIT - Retail
   (ARCC)1 Year Chart         ARCC Ares Capital Corp 55 Closed $21.52 $0 0 0% -254,000 -12,695 0    Closed - End Fund - Debt
   (SPTS)1 Year Chart         SPTS Spdr Barclays Short Term Tr... 54 Closed $29.48 $0 0 0% -261,000 -9,000 0    N/A
      5 Records Found
  1    
Page 1 of 1
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