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| Name: |
Carmel Capital Partners LLC |
| City: |
San Diego |
| State: |
CA |
| Zip: |
92121 |
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data |
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| Holdings
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8 |
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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 |
|
IBTF |
Ishares Ibonds Dec 2025 Ter... |
7 |
New |
$0.00 |
$3,857,000 |
166,021 |
1.59% |
3,857,000 |
166,021 |
0.251 |
N/A |
|
|
TFLO |
Ishares Treasury Floating R... |
20 |
New |
$0.00 |
$1,921,000 |
37,906 |
0.79% |
1,921,000 |
37,906 |
0.004 |
N/A |
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OFC |
Corporate Office Properties... |
91 |
New |
$24.63 |
$379,000 |
15,668 |
0.16% |
379,000 |
15,668 |
0.013 |
REIT - Office |
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NTST |
Netstreit Corp. |
93 |
New |
$17.24 |
$373,000 |
20,313 |
0.15% |
373,000 |
20,313 |
0.024 |
N/A |
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EPD |
Enterprise Products Partner... |
148 |
New |
$28.39 |
$207,000 |
7,089 |
0.09% |
207,000 |
7,089 |
0 |
Independent Oil & Gas |
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IWB |
ishares trust Russell 1000 |
150 |
New |
$284.23 |
$206,000 |
717 |
0.09% |
206,000 |
717 |
0 |
Closed - End Fund - E... |
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LHX |
L3harris Technologies Inc |
149 |
New |
$215.81 |
$206,000 |
965 |
0.09% |
206,000 |
965 |
0.001 |
Communication Equipment |
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MGK |
Vanguard Mega Cap 300 Gr In... |
151 |
New |
$277.92 |
$205,000 |
717 |
0.08% |
205,000 |
717 |
0.001 |
Closed - End Fund - E... |
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