| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| JT | — | — | Chase Bank Account | BA | 1 | — | None | $50,001 - $100,000 | — | — |
| DC | — | FL, FL, US | Condo 105 | RP | 2 | — | Rent | $250,001 - $500,000 | — | — |
| SP | — | — | Spouse IRA | IH | 3 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | WELLS FARGO | BA | 4 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Aura Biosciences, Inc. - Common Stock (AURA) | ST | 5 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | Bank of America Corporation Common Stock (BAC) | ST | 6 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Bristol-Myers Squibb Company Common Stock (BMY) | ST | 7 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Chevron Corporation Common Stock (CVX) | ST | 8 | — | Dividends | $50,001 - $100,000 | — | — |
| JT | — | — | Colgate-Palmolive Company Common Stock (CL) | ST | 9 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Comcast Corporation - Class A Common Stock (CMCSA) | ST | 10 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Consolidated Edison, Inc. Common Stock (ED) | ST | 11 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Corteva, Inc. Common Stock (CTVA) | ST | 12 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Dow Inc. Common Stock (DOW) | ST | 13 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | DuPont de Nemours, Inc. Common Stock (DD) | ST | 14 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Eledon Pharmaceuticals, Inc. - Common Stock (ELDN) | ST | 15 | — | None | $50,001 - $100,000 | — | — |
| JT | — | — | Enbridge Inc Common Stock (ENB) | ST | 16 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Exxon Mobil Corporation Common Stock (XOM) | ST | 17 | — | Dividends | $50,001 - $100,000 | — | — |
| JT | — | — | GE Aerospace Common Stock (GE) | ST | 18 | — | Dividends | $50,001 - $100,000 | — | — |
| JT | — | — | GE HealthCare Technologies Inc. - Common Stock (GEHC) | ST | 19 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Host Hotels & Resorts, Inc. - Common Stock (HST) | ST | 20 | — | Dividends | $1 - $1,000 | — | — |
| JT | — | — | IBERDROLA SA S/ADR (IBDRY) | ST | 21 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | ITT Inc. Common Stock (ITT) | ST | 22 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Joby Aviation, Inc. Common Stock (JOBY) | ST | 23 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 24 | — | Dividends | $100,001 - $250,000 | — | — |
| JT | — | — | Lineage Cell Therapeutics, Inc. Common Stock (LCTX) | ST | 25 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Marriott International - Class A Common Stock (MAR) | ST | 26 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Morgan Stanley Common Stock (MS) | ST | 27 | — | Dividends | $250,001 - $500,000 | — | — |
| JT | — | — | Qnity Electronics, Inc. Common Stock (Q) | ST | 28 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Rayonier Inc. REIT Common Stock (RYN) | ST | 29 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Robinhood Markets, Inc. - Class A Common Stock (HOOD) | ST | 30 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | Spire Global, Inc. Class A Common Stock (SPIR) | ST | 31 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | The Hartford Insurance Group, Inc. Common Stock (HIG) | ST | 32 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 33 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | WEC Energy Group, Inc. Common Stock (WEC) | ST | 34 | — | Dividends | $50,001 - $100,000 | — | — |
| JT | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 35 | — | Dividends | $500,001 - $1,000,000 | — | — |
| JT | — | — | Xcel Energy Inc. (XEL) | ST | 36 | — | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Bank of America Corporation Common Stock (BAC) | ST | 37 | — | Dividends | $100,001 - $250,000 | — | — |
| JT | — | — | Citigroup, Inc. Common Stock (C) | ST | 38 | — | Dividends | $100,001 - $250,000 | — | — |
| JT | — | — | Franklin Strategic Biotechnology Discovery Fund Class A (FBDIX) | MF | 39 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Morgan Stanley Common Stock (MS) | ST | 40 | — | Dividends | $100,001 - $250,000 | — | — |
| JT | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 41 | — | Dividends | $500,001 - $1,000,000 | — | — |
| — | — | FL, FL, US | Condo 328 | RP | 42 | — | Rent | $250,001 - $500,000 | — | — |
| — | — | FL, FL, US | Condo 202 | RP | 43 | — | Rent | $250,001 - $500,000 | — | — |
| — | — | — | Chase Bank Account Business | BA | 44 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 45 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Bank of America Corporation Common Stock (BAC) | ST | 46 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | 47 | — | None | $100,001 - $250,000 | — | — |
| — | — | — | BP p.l.c. Common Stock (BP) | ST | 48 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | cash | BA | 49 | — | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Citigroup, Inc. Common Stock (C) | ST | 50 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Coca-Cola Company (KO) | ST | 51 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Hyliion Holdings Corp. Class A Common Stock (HYLN) | ST | 52 | — | None | $1 - $1,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 53 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 54 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Pfizer, Inc. Common Stock (PFE) | ST | 55 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | The Bank of New York Mellon Corporation Common Stock (BK) | ST | 56 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Viatris Inc. - Common Stock (VTRS) | ST | 57 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Xylem Inc. Common Stock New (XYL) | ST | 58 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | doge coin | CT | 59 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | American Express Company Common Stock (AXP) | ST | 60 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Ameriprise Financial, Inc. Common Stock (AMP) | ST | 61 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Ashford Hospitality Trust Inc 8.45% Series D Cumulative Preferred Stock (AHT$D) | ST | 62 | — | None | $1 - $1,000 | — | — |
| — | — | — | Capital One Financial Corporation Common Stock (COF) | ST | 63 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Cash | BA | 64 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Citigroup, Inc. Common Stock (C) | ST | 65 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Eledon Pharmaceuticals, Inc. - Common Stock (ELDN) | ST | 66 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | GE Aerospace Common Stock (GE) | ST | 67 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | GE HealthCare Technologies Inc. - Common Stock (GEHC) | ST | 68 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | GE Vernova Inc. Common Stock (GEV) | ST | 69 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | GoPro, Inc. - Class A Common Stock (GPRO) | ST | 70 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 71 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Morgan Stanley Common Stock (MS) | ST | 72 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 73 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | ST | 74 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Adeia Inc. - Common Stock (ADEA) | ST | 75 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | AMC Entertainment Holdings, Inc. Class A Common Stock (AMC) | ST | 76 | — | None | $1 - $1,000 | — | — |
| — | — | — | Aura Biosciences, Inc. - Common Stock (AURA) | ST | 77 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Callaway Golf Company Common Stock (CALY) | ST | 78 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Capital One Financial Corporation Common Stock (COF) | ST | 79 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Cash | BA | 80 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | cash | IH | 81 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Cisco Systems, Inc. - Common Stock (CSCO) | ST | 82 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Citigroup, Inc. Common Stock (C) | ST | 83 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | DXC Technology Company Common Stock (DXC) | ST | 84 | — | None | $1 - $1,000 | — | — |
| — | — | — | Geron Corporation - Common Stock (GERN) | ST | 85 | — | None | $1 - $1,000 | — | — |
| — | — | — | Hewlett Packard Enterprise Company Common Stock (HPE) | ST | 86 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | HP Inc. Common Stock (HPQ) | ST | 87 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 88 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Lineage Cell Therapeutics, Inc. Common Stock (LCTX) | ST | 89 | — | None | $1 - $1,000 | — | — |
| — | — | — | Lumen Technologies, Inc. Common Stock (LUMN) | ST | 90 | — | None | $1 - $1,000 | — | — |
| — | — | — | Morgan Stanley Common Stock (MS) | ST | 91 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Spire Global, Inc. Class A Common Stock (SPIR) | ST | 92 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | T-Mobile US, Inc. (TMUS) | ST | 93 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) | ST | 94 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Traditional IRA | IH | 95 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Xperi Inc. Common Stock (XPER) | ST | 96 | — | None | $1 - $1,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 97 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Archer Aviation Inc. Class A Common Stock (ACHR) | ST | 98 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Eledon Pharmaceuticals, Inc. - Common Stock (ELDN) | ST | 99 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Newegg Commerce, Inc. - Common Shares (NEGG) | ST | 100 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Rivian Automotive, Inc. - Class A Common Stock (RIVN) | ST | 101 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Spire Global, Inc. Class A Common Stock (SPIR) | ST | 102 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Unity Software Inc. Common Stock (U) | ST | 103 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | money market | BA | 104 | beneficiary of trust (combined ownership - me 20% dependent child 10%) Trust is in process of being distributed and is all cash. | Interest | $50,001 - $100,000 | — | — |