| Ticker | Asset | Value |
|---|
| — |
Citizen State Bank BA |
$500k–1M |
| — |
land parcel RP |
$500k–1M |
| — joint |
Calton Bank Account BA |
$100k–250k |
| — joint |
Education First Federal Credit Union BA |
$100k–250k |
| — joint |
Woodville, TX, US Stellar Bank BA |
$100k–250k |
| FTAI |
UBS SEP IRA ⇒ FTAI Aviation Ltd. ST |
$100k–250k |
| ITA |
UBS SEP IRA ⇒ iShares U.S. Aerospace & Defense ETF EF |
$100k–250k |
| GFFFX joint |
UBS Resource Management Account ⇒ The Growth Fund of America Class F-2 Shares MF |
$50k–100k |
| — joint |
UBS Resource Management Account ⇒ UBS Select Treasury Preferred Fund BA |
$50k–100k |
| PIMSX joint |
UBS Resource Management Account ⇒ Virtus Newfleet Multi-Sector Short Term Bond Fund I MF |
$50k–100k |
| HII |
UBS SEP IRA ⇒ Huntington Ingalls Industries, Inc. Common Stock ST |
$50k–100k |
| WPM |
WESTSHORE TERM INVST CP (WTSHF) [ST] UBS SEP IRA ⇒ Wheaton Precious Metals Corp Common Shares ST |
$50k–100k |
| CVX |
Chevron Corporation ST |
$15k–50k |
| XOM |
Exxon Mobil Corporation ST |
$15k–50k |
| — joint |
UBS Resource Management Account ⇒ Aberdeen Ultra Short Municipal Income Fund ATOIX MF |
$15k–50k |
| AIAHX joint |
UBS Resource Management Account ⇒ American Century Inflation-Adjusted Bond Fund - I Class MF |
$15k–50k |
| TXEFX joint |
UBS Resource Management Account ⇒ American Funds Tax-Exempt Preservation Portfolio Class F-2 MF |
$15k–50k |
| BHP joint |
UBS Resource Management Account ⇒ BHP Group Limited American Depositary Shares ST |
$15k–50k |
| ODVYX joint |
UBS Resource Management Account ⇒ Invesco Developing Markets Fund Class Y MF |
$15k–50k |
| IWF joint |
UBS Resource Management Account ⇒ iShares Russell 1000 Growth ETF EF |
$15k–50k |
| IWN joint |
UBS Resource Management Account ⇒ iShares Russell 2000 Value ETF EF |
$15k–50k |
| JIGFX joint |
UBS Resource Management Account ⇒ Janus Henderson Overseas Fund - I Shares MF |
$15k–50k |
| — joint |
(NASDAQ: PAA) UBS Resource Management Account ⇒ SPDR Tech Sector EF |
$15k–50k |
| — joint |
UBS Resource Management Account ⇒ Starwood REIT RE |
$15k–50k |
| LEXCX joint |
UBS Resource Management Account ⇒ Voya Corporate Leaders Trust Series B MF |
$15k–50k |