finally hit a new high for net worth today. Granted I have to write uncle Sam a six figure check by the end of the summer to pay for the refinery stocks I sold last year leaving 600k on the table for selling out early.

Current positions:

SPG - 3700 shares
MMP - 2300
MPLX 4000
IEP - 3900
EPD - 4600
VFC - 6100
MO - 2500
BTI - 3400
GPN - 1200
WYNN - 1002
PYPL - 1500
LVS - 1000

Some other positions not worth mentioning as they are under 50k. My flyers are UNIT 10k shares and ENVX 2k.

44% cash looking for a home. My opinion is we don't go from 0-5% FF in a year and not have something massive break. Getting almost 5% on the cash so I'm fine with it sitting in the bleacher seats.

Any thoughts on what I should put on my watchlist? Want CMCSA around ten bucks lower. Would add to some of what I own if the price was right. My MLPs and Tobacco are hold forever type investments not really looking to add. All dividends are reinvested.