Mueller Wealth, LLC
Top Portfolio Positions
6 positions ·
$3,499,985 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
9,001 | $1,569,774 | 44.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,123 | $730,331 | 20.87% | |
| BFC |
Bank First Corp
Financial Services
|
4,231 | $571,438 | 16.33% | |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
21,650 | $222,995 | 6.37% | |
| BTZ |
Blackrock Credit Allocation Income Trust
Financial Services
|
20,243 | $204,454 | 5.84% | |
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
26,657 | $200,993 | 5.74% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BFC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $571,438 | 4,231 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $281,526 | 2,311 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||