HIGHLAND CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0000860486 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 7, 2023

Total Value ($000): $1,416 (100.0% shares, 0.0% debt)

Holdings (347)

MSFT MICROSOFT CORP 5.5%
Value ($000) $77 Shares 322,118 Est. Cost $38.70 Unrealized +504.9%
AAPL APPLE INC 4.1%
Value ($000) $58 Shares 444,062 Est. Cost $86.29 Unrealized +63.0%
ALPHABET INC 2.8%
Value ($000) $39 Shares 440,254 Est. Cost $103.49 Unrealized
MERCK & CO INC 2.7%
Value ($000) $39 Shares 348,644 Est. Cost $90.72 Unrealized
IVV CORE S&P 500 2.5%
Value ($000) $35 Shares 90,991 Est. Cost $216.78 Unrealized
JP MORGAN CHASE & CO 2.0%
Value ($000) $29 Shares 212,866 Est. Cost $139.40 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $20 Shares 35,791 Est. Cost $241.94 Unrealized +117.0%
IWF RUSSELL 1000 GROWTH INDEX 1.3%
Value ($000) $19 Shares 87,384 Est. Cost $140.93 Unrealized
COSTCO WHOLESALE CORP 1.3%
Value ($000) $19 Shares 40,732 Est. Cost $318.75 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $18 Shares 167,382 Est. Cost $42.14 Unrealized +128.5%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $18 Shares 121,697 Est. Cost $63.42 Unrealized +104.7%
PEP PEPSICO INC 1.3%
Value ($000) $18 Shares 101,301 Est. Cost $75.42 Unrealized +113.3%
CVX CHEVRON CORP 1.3%
Value ($000) $18 Shares 101,281 Est. Cost $72.85 Unrealized +110.3%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $18 Shares 101,125 Est. Cost $114.23 Unrealized +37.5%
VISA INC 1.2%
Value ($000) $17 Shares 82,499 Est. Cost $189.00 Unrealized
CI CIGNA CORP 1.1%
Value ($000) $16 Shares 48,853 Est. Cost $188.25 Unrealized +58.8%
BROADCOM INC 1.1%
Value ($000) $16 Shares 28,674 Est. Cost $367.65 Unrealized
COP CONOCOPHILLIPS 1.1%
Value ($000) $16 Shares 132,136 Est. Cost $33.68 Unrealized +224.8%
AMZN AMAZON COM INCORPORATED 1.1%
Value ($000) $15 Shares 180,701 Est. Cost $121.75 Unrealized -18.9%
LOW LOWES COS INC 1.0%
Value ($000) $14 Shares 72,767 Est. Cost $54.44 Unrealized +245.7%
GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $14 Shares 41,131 Est. Cost $232.12 Unrealized
IEFA iSHARES CORE MSCI EAFE ETF 0.9%
Value ($000) $13 Shares 213,784 Est. Cost $56.57 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $13 Shares 128,687 Est. Cost $58.08 Unrealized +50.9%
CVS CVS HEALTH CORPORATION 0.9%
Value ($000) $13 Shares 136,824 Est. Cost $56.88 Unrealized +51.1%
BAC BANK OF AMERICA CORP 0.9%
Value ($000) $12 Shares 363,441 Est. Cost $14.38 Unrealized +120.5%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $12 Shares 37,849 Est. Cost $240.22 Unrealized +23.6%
CARR CARRIER GLOBAL CORP 0.8%
Value ($000) $11 Shares 264,724 Est. Cost $23.63 Unrealized +64.5%
EL ESTEE LAUDER COS INC 0.8%
Value ($000) $11 Shares 43,750 Est. Cost $97.60 Unrealized +116.2%
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $11 Shares 20,496 Est. Cost $225.87 Unrealized +114.5%
ULTA ULTA BEAUTY INC 0.7%
Value ($000) $10 Shares 21,902 Est. Cost $218.89 Unrealized +97.0%
FDX FEDEX CORPORATION 0.7%
Value ($000) $10 Shares 55,604 Est. Cost $117.59 Unrealized +31.8%
C CITIGROUP INC 0.7%
Value ($000) $9 Shares 209,968 Est. Cost $42.53 Unrealized -4.6%
VBR VANGUARD SMALL CAP VALUE 0.7%
Value ($000) $9 Shares 59,045 Est. Cost $115.00 Unrealized
UNITEDHEALTH GROUP INC 0.7%
Value ($000) $9 Shares 17,591 Est. Cost $310.33 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $9 Shares 90,646 Est. Cost $65.38 Unrealized +33.9%
CMCSA COMCAST CORP 0.6%
Value ($000) $9 Shares 253,093 Est. Cost $38.95 Unrealized -22.8%
META META PLATFORMS INC 0.6%
Value ($000) $9 Shares 73,060 Est. Cost $185.72 Unrealized -37.2%
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $9 Shares 175,850 Est. Cost $39.69 Unrealized +35.6%
VONV VANGUARD RUSSELL 1000 VALUE 0.6%
Value ($000) $9 Shares 129,645 Est. Cost $66.33 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $9 Shares 129,286 Est. Cost $36.08 Unrealized +60.8%
QCOM QUALCOMM INC 0.6%
Value ($000) $8 Shares 77,112 Est. Cost $58.66 Unrealized +85.6%
VTI VANGUARD US TOTAL EQUITY MARKE 0.6%
Value ($000) $8 Shares 41,259 Est. Cost $124.64 Unrealized
TFC TRUIST FINANCIAL CORP 0.6%
Value ($000) $8 Shares 181,488 Est. Cost $36.88 Unrealized +0.5%
VOT VANGUARD MID CAP GROWTH INDEX 0.5%
Value ($000) $8 Shares 42,842 Est. Cost $107.02 Unrealized
NKE NIKE INC 0.5%
Value ($000) $8 Shares 64,671 Est. Cost $68.75 Unrealized +38.6%
SALESFORCE INC 0.5%
Value ($000) $8 Shares 56,632 Est. Cost $189.76 Unrealized
VOE VANGUARD MID CAP VALUE INDEX F 0.5%
Value ($000) $7 Shares 55,282 Est. Cost $97.58 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $7 Shares 23,628 Est. Cost $166.23 Unrealized +69.2%
DAL DELTA AIR LINES INC 0.5%
Value ($000) $7 Shares 218,083 Est. Cost $39.49 Unrealized -18.4%
PAYPAL HOLDINGS INC 0.5%
Value ($000) $7 Shares 99,603 Est. Cost $42.06 Unrealized
SCHW CHARLES SCHWAB CORPORATION 0.5%
Value ($000) $7 Shares 83,870 Est. Cost $63.90 Unrealized +16.1%
HUM HUMANA INC 0.5%
Value ($000) $7 Shares 13,261 Est. Cost $240.20 Unrealized +111.5%
VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $6 Shares 162,817 Est. Cost $61.29 Unrealized
WFC WELLS FARGO CO 0.4%
Value ($000) $6 Shares 153,798 Est. Cost $38.81 Unrealized +5.2%
CISCO SYS INC 0.4%
Value ($000) $6 Shares 132,021 Est. Cost $47.96 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.4%
Value ($000) $6 Shares 31,203 Est. Cost $139.19 Unrealized
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $6 Shares 50,853 Est. Cost $114.42 Unrealized +7.9%
EATON CORP PLC 0.4%
Value ($000) $6 Shares 38,203 Est. Cost $94.73 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $6 Shares 24,698 Est. Cost $134.72 Unrealized +63.9%
DVY iSHARES DJ SELECT DIVIDEND IND 0.4%
Value ($000) $6 Shares 49,419 Est. Cost $65.94 Unrealized
ZOETIS INC 0.4%
Value ($000) $6 Shares 39,896 Est. Cost $165.30 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $6 Shares 26,809 Est. Cost $142.56 Unrealized +25.4%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $6 Shares 79,506 Est. Cost $43.61 Unrealized +49.6%
AIG AMERICAN INTERNATIONAL GROUP I 0.4%
Value ($000) $6 Shares 89,930 Est. Cost $36.57 Unrealized +48.2%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $6 Shares 23,072 Est. Cost $84.16 Unrealized +161.9%
JAZZ JAZZ PHARMACEUTICALS PLC 0.4%
Value ($000) $6 Shares 35,530 Est. Cost $145.12 Unrealized +1.0%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $6 Shares 38,298 Est. Cost $110.43 Unrealized +28.9%
MARATHON OIL CORP 0.4%
Value ($000) $6 Shares 208,860 Est. Cost $25.05 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $6 Shares 40,806 Est. Cost $114.70 Unrealized -1.7%
TAP MOLSON COORS BREWING CO 0.4%
Value ($000) $5 Shares 105,740 Est. Cost $42.65 Unrealized +8.9%
CHUBB LIMITED 0.4%
Value ($000) $5 Shares 24,325 Est. Cost $155.65 Unrealized
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $5 Shares 22,121 Est. Cost $210.76 Unrealized -2.0%
BA BOEING CO 0.4%
Value ($000) $5 Shares 27,218 Est. Cost $171.93 Unrealized -4.9%
SYF SYNCHRONY FINANCIAL 0.4%
Value ($000) $5 Shares 156,362 Est. Cost $35.34 Unrealized -9.8%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $5 Shares 49,729 Est. Cost $66.72 Unrealized +27.1%
IEMG iSHARES CORE MSCI EMERGING MAR 0.4%
Value ($000) $5 Shares 109,336 Est. Cost $51.88 Unrealized
GLPI GAMING AND LEISURE PROPERTIES 0.4%
Value ($000) $5 Shares 97,630 Est. Cost $44.59 Unrealized
IWD RUSSELL 1000 VALUE INDEX 0.4%
Value ($000) $5 Shares 33,365 Est. Cost $126.53 Unrealized
MASTERCARD INC 0.4%
Value ($000) $5 Shares 14,540 Est. Cost $309.80 Unrealized
OLN OLIN CORP 0.4%
Value ($000) $5 Shares 95,349 Est. Cost $22.83 Unrealized +117.1%
EXP EAGLE MATERIALS INC 0.4%
Value ($000) $5 Shares 37,930 Est. Cost $120.55 Unrealized +3.1%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $5 Shares 15,840 Est. Cost $184.34 Unrealized +58.3%
LLY ELI LILLY & CO 0.3%
Value ($000) $5 Shares 13,388 Est. Cost $176.32 Unrealized +96.1%
MET METLIFE INC 0.3%
Value ($000) $5 Shares 67,533 Est. Cost $60.10 Unrealized +8.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $5 Shares 62,818 Est. Cost $92.27 Unrealized -20.4%
KHC KRAFT HEINZ COMPANY 0.3%
Value ($000) $5 Shares 119,423 Est. Cost $31.03 Unrealized +4.8%
AES AES CORPORATION 0.3%
Value ($000) $5 Shares 165,200 Est. Cost $18.83 Unrealized +25.2%
EXC EXELON CORP 0.3%
Value ($000) $5 Shares 109,537 Est. Cost $36.83 Unrealized -4.5%
LABRATORY CORPORATION OF AMERI 0.3%
Value ($000) $5 Shares 19,862 Est. Cost $132.63 Unrealized
NEXTERA ENERGY INC 0.3%
Value ($000) $5 Shares 54,846 Est. Cost $122.94 Unrealized
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $5 Shares 27,710 Est. Cost $106.34 Unrealized +42.8%
O REALTY INCOME TRUST 0.3%
Value ($000) $5 Shares 72,125 Est. Cost $55.33 Unrealized -5.6%
EQH EQUITABLE HOLDINGS INC 0.3%
Value ($000) $4 Shares 155,470 Est. Cost $26.41 Unrealized +3.6%
ORACLE CORP 0.3%
Value ($000) $4 Shares 54,446 Est. Cost $51.48 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $4 Shares 18,517 Est. Cost $88.22 Unrealized +159.6%
DHR DANAHER CORP 0.3%
Value ($000) $4 Shares 16,659 Est. Cost $228.97 Unrealized -0.4%
F FORD MOTOR CO 0.3%
Value ($000) $4 Shares 379,933 Est. Cost $9.30 Unrealized +8.3%
CBOE CBOE GLOBAL MARKETS INC 0.3%
Value ($000) $4 Shares 34,911 Est. Cost $115.77 Unrealized +3.0%
ABBV ABBVIE INC 0.3%
Value ($000) $4 Shares 27,058 Est. Cost $80.40 Unrealized +70.7%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $4 Shares 176,207 Est. Cost $43.29 Unrealized -36.8%
T AT&T INC 0.3%
Value ($000) $4 Shares 235,829 Est. Cost $15.44 Unrealized -2.2%
HLT HILTON WORLDWIDE HOLDINGS INC 0.3%
Value ($000) $4 Shares 34,103 Est. Cost $82.53 Unrealized +58.2%
SONY SONY GROUP CORPORATION - ADR 0.3%
Value ($000) $4 Shares 56,265 Est. Cost $33.59 Unrealized
ABNB AIRBNB INC -CL A 0.3%
Value ($000) $4 Shares 49,247 Est. Cost $145.99 Unrealized -30.8%
JLL JONES LANG LASALLE INC 0.3%
Value ($000) $4 Shares 25,844 Est. Cost $174.25 Unrealized -8.5%
DIS WALT DISNEY CO 0.3%
Value ($000) $4 Shares 47,064 Est. Cost $103.83 Unrealized -10.0%
PFE PFIZER INC 0.3%
Value ($000) $4 Shares 79,531 Est. Cost $22.65 Unrealized +77.4%
MS MORGAN STANLEY 0.3%
Value ($000) $4 Shares 47,633 Est. Cost $84.69 Unrealized -9.3%
MGM MGM RESORTS INT'L 0.3%
Value ($000) $4 Shares 118,450 Est. Cost $34.63 Unrealized 0.0%
KO COCA COLA CO 0.3%
Value ($000) $4 Shares 60,223 Est. Cost $43.90 Unrealized +25.1%
LAD LITHIA MOTORS INC CL A 0.3%
Value ($000) $4 Shares 18,690 Est. Cost $308.90 Unrealized -30.8%
UAL UNITED AIRLINES HOLDINGS INC 0.3%
Value ($000) $4 Shares 101,492 Est. Cost $60.56 Unrealized -33.0%
LYONDELLBASELL INDUSTRIES N V 0.3%
Value ($000) $4 Shares 46,045 Est. Cost $94.48 Unrealized
CSX CSX CORP 0.3%
Value ($000) $4 Shares 123,189 Est. Cost $26.01 Unrealized +10.4%
VFC VF CORPORATION 0.3%
Value ($000) $4 Shares 137,810 Est. Cost $29.39 Unrealized 0.0%
AZO AUTOZONE INC 0.3%
Value ($000) $4 Shares 1,504 Est. Cost $1789.28 Unrealized +35.1%
DELL TECHNOLOGIES INC 0.3%
Value ($000) $4 Shares 90,822 Est. Cost $53.81 Unrealized
AEP AMERICAN ELEC PWR INC 0.3%
Value ($000) $4 Shares 37,766 Est. Cost $57.58 Unrealized +40.5%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $4 Shares 96,720 Est. Cost $66.26 Unrealized -39.2%
GLW CORNING INC 0.3%
Value ($000) $4 Shares 111,863 Est. Cost $21.23 Unrealized +40.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $4 Shares 7,271 Est. Cost $276.76 Unrealized +54.1%
DE DEERE & CO 0.2%
Value ($000) $4 Shares 8,185 Est. Cost $344.20 Unrealized +12.9%
RSP INVESCO S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $4 Shares 24,793 Est. Cost $123.95 Unrealized
NRG NRG ENERGY INC 0.2%
Value ($000) $3 Shares 109,370 Est. Cost $34.95 Unrealized +4.4%
MDY MIDCAP SPDR TRUST SER 1 0.2%
Value ($000) $3 Shares 7,713 Est. Cost $486.44 Unrealized
STM STMICROELECTRONICS NV-NY SHS 0.2%
Value ($000) $3 Shares 95,732 Est. Cost $10.30 Unrealized
LYV LIVE NATION ENTERTAINMENT INC 0.2%
Value ($000) $3 Shares 48,510 Est. Cost $89.57 Unrealized -17.3%
TGT TARGET CORP 0.2%
Value ($000) $3 Shares 22,546 Est. Cost $118.66 Unrealized +18.8%
TSLA TESLA INCORPORATED 0.2%
Value ($000) $3 Shares 27,038 Est. Cost $218.32 Unrealized -13.3%
CME CME GROUP INC 0.2%
Value ($000) $3 Shares 19,552 Est. Cost $153.17 Unrealized -1.4%
NVST ENVISTA HOLDINGS CORP 0.2%
Value ($000) $3 Shares 94,280 Est. Cost $42.17 Unrealized -18.9%
USB US BANCORP 0.2%
Value ($000) $3 Shares 70,556 Est. Cost $28.35 Unrealized +29.5%
CRWD CROWDSTRIKE HOLDINGS INC 0.2%
Value ($000) $3 Shares 28,251 Est. Cost $218.71 Unrealized -37.4%
SIEGY SIEMENS AG SPONS ADR 0.2%
Value ($000) $3 Shares 42,634 Est. Cost $0.07 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.2%
Value ($000) $3 Shares 69,976 Est. Cost $39.01 Unrealized
QRVO QORVO INC 0.2%
Value ($000) $3 Shares 31,790 Est. Cost $176.97 Unrealized -49.0%
NVIDIA CORP 0.2%
Value ($000) $3 Shares 19,599 Est. Cost $271.86 Unrealized
NWL NEWELL BRANDS INC 0.2%
Value ($000) $3 Shares 216,790 Est. Cost $17.95 Unrealized -34.0%
DEO DIAGEO PLC SPONSORED ADR NEW 0.2%
Value ($000) $3 Shares 15,219 Est. Cost $124.71 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.2%
Value ($000) $3 Shares 59,548 Est. Cost $50.39 Unrealized
OVV OVINTIV INC 0.2%
Value ($000) $3 Shares 51,432 Est. Cost $23.39 Unrealized +123.4%
MKSI MKS INSTRUMENTS INC 0.2%
Value ($000) $3 Shares 29,940 Est. Cost $148.13 Unrealized -47.3%
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $3 Shares 40,113 Est. Cost $40.90 Unrealized +58.2%
IWR RUSSELL MIDCAP INDEX 0.2%
Value ($000) $2 Shares 37,052 Est. Cost $72.94 Unrealized
KYOCY KYOCERA CORP 0.2%
Value ($000) $2 Shares 49,799 Est. Cost $0.05 Unrealized
HTHIY HITACHI LIMITED 0.2%
Value ($000) $2 Shares 24,294 Est. Cost $0.10 Unrealized
HMC HONDA MOTOR CO LTD ADR 0.2%
Value ($000) $2 Shares 107,531 Est. Cost $30.78 Unrealized
SPY S&P 500 DEPOSITARY RECEIPTS 0.2%
Value ($000) $2 Shares 6,368 Est. Cost $276.78 Unrealized
WESTROCK COMPANY 0.2%
Value ($000) $2 Shares 68,410 Est. Cost $43.54 Unrealized
IHG INTERCONTINENTAL HOTELS ADR 0.2%
Value ($000) $2 Shares 41,189 Est. Cost $60.39 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $2 Shares 8,982 Est. Cost $160.63 Unrealized +51.1%
VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $2 Shares 8,076 Est. Cost $242.96 Unrealized
VB VANGUARD SMALL CAP ETF 0.2%
Value ($000) $2 Shares 12,701 Est. Cost $164.22 Unrealized
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $2 Shares 66,576 Est. Cost $35.85 Unrealized
KNX KNIGHT-SWIFT TRANSPORTATION 0.2%
Value ($000) $2 Shares 44,284 Est. Cost $47.86 Unrealized +3.9%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $2 Shares 30,023 Est. Cost $86.44 Unrealized -9.6%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $2 Shares 15,712 Est. Cost $156.47 Unrealized -2.5%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $2 Shares 24,444 Est. Cost $84.82 Unrealized -4.2%
SAP SAP SE 0.2%
Value ($000) $2 Shares 21,307 Est. Cost $83.06 Unrealized
BLD TOPBUILD CORP 0.2%
Value ($000) $2 Shares 13,660 Est. Cost $183.01 Unrealized -13.1%
FHN FIRST HORIZON NATIONAL CORPORA 0.2%
Value ($000) $2 Shares 86,979 Est. Cost $13.70 Unrealized +57.2%
NTTYY NIPPON TELEG & TEL CORP 0.1%
Value ($000) $2 Shares 73,822 Est. Cost $0.03 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG 0.1%
Value ($000) $2 Shares 27,150 Est. Cost $60.38 Unrealized
PROLOGIS INC 0.1%
Value ($000) $2 Shares 17,490 Est. Cost $89.19 Unrealized
TENARIS SA 0.1%
Value ($000) $2 Shares 55,909 Est. Cost $21.36 Unrealized
UBS GROUP AG 0.1%
Value ($000) $2 Shares 105,271 Est. Cost $0.02 Unrealized
MBGAF MERCEDES-BENZ GROUP AG 0.1%
Value ($000) $2 Shares 29,037 Est. Cost $48.63 Unrealized 0.0%
PSTG PURE STORAGE INC 0.1%
Value ($000) $2 Shares 67,859 Est. Cost $28.96 Unrealized +0.4%
NET CLOUDFLARE INC 0.1%
Value ($000) $2 Shares 40,046 Est. Cost $59.22 Unrealized -16.5%
ACWX iSHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $2 Shares 34,171 Est. Cost $44.88 Unrealized
IWB iSHARES RUSSELL 1000 ETF 0.1%
Value ($000) $2 Shares 8,546 Est. Cost $164.09 Unrealized
LINDE PLC 0.1%
Value ($000) $2 Shares 5,475 Est. Cost $250.21 Unrealized
TD TORONTO DOMINION BK ONT NEW (U 0.1%
Value ($000) $2 Shares 27,400 Est. Cost $56.35 Unrealized +14.6%
PODD INSULET CORP 0.1%
Value ($000) $2 Shares 5,968 Est. Cost $250.46 Unrealized +10.1%
UNILEVER PLC 0.1%
Value ($000) $2 Shares 34,477 Est. Cost $60.26 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC 0.1%
Value ($000) $2 Shares 10,743 Est. Cost $171.96 Unrealized -7.0%
PLNT PLANET FITNESS INC CL A 0.1%
Value ($000) $2 Shares 21,737 Est. Cost $85.31 Unrealized -18.2%
ADOBE INC 0.1%
Value ($000) $2 Shares 4,920 Est. Cost $359.65 Unrealized
BUD ANHEUSER-BUSCH INBEV NV SPN AD 0.1%
Value ($000) $2 Shares 27,087 Est. Cost $107.46 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $2 Shares 2,558 Est. Cost $503.62 Unrealized 0.0%
DDOG DATADOG INC 0.1%
Value ($000) $2 Shares 21,640 Est. Cost $113.32 Unrealized -31.1%
VIG VANGUARD DIVIDEND APP INDEX FU 0.1%
Value ($000) $2 Shares 10,463 Est. Cost $83.96 Unrealized
ARISTA NETWORKS INCORPORATED 0.1%
Value ($000) $2 Shares 12,814 Est. Cost $139.01 Unrealized
NCNO NCINO, INC 0.1%
Value ($000) $2 Shares 58,506 Est. Cost $28.14 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $2 Shares 44,980 Est. Cost $23.13 Unrealized
HANESBRANDS INC 0.1%
Value ($000) $2 Shares 240,580 Est. Cost $10.29 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $2 Shares 40,310 Est. Cost $37.86 Unrealized +11.1%
EEM ISHARES MSCI EMERGING MKTS IND 0.1%
Value ($000) $2 Shares 40,159 Est. Cost $41.99 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 0.1%
Value ($000) $2 Shares 6,567 Est. Cost $219.54 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value ($000) $2 Shares 26,454 Est. Cost $54.92 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $1 Shares 7,924 Est. Cost $184.73 Unrealized +8.6%
U UNITY SOFTWARE INC 0.1%
Value ($000) $1 Shares 51,767 Est. Cost $31.33 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1 Shares 17,854 Est. Cost $88.09 Unrealized
BNS BK NOVA SCOTIA HALIFAX 0.1%
Value ($000) $1 Shares 29,800 Est. Cost $49.67 Unrealized -16.4%
IWM iSHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $1 Shares 8,280 Est. Cost $141.15 Unrealized
CRH PLC ADR ONE ADR REPSTG ONE 0.1%
Value ($000) $1 Shares 36,131 Est. Cost $31.15 Unrealized
AB ALLIANCEBERNSTEIN HOLDING L.P. 0.1%
Value ($000) $1 Shares 41,841 Est. Cost $27.39 Unrealized
ESTC ELASTIC N.V. 0.1%
Value ($000) $1 Shares 27,669 Est. Cost $59.92 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $1 Shares 9,489 Est. Cost $97.05 Unrealized +72.4%
PATH UIPATH INC 0.1%
Value ($000) $1 Shares 110,700 Est. Cost $12.36 Unrealized 0.0%
ING ING GROEP N V 0.1%
Value ($000) $1 Shares 114,546 Est. Cost $14.30 Unrealized
LPLA LPL FINANCIAL HOLDINGS INC 0.1%
Value ($000) $1 Shares 6,397 Est. Cost $233.77 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $1 Shares 12,262 Est. Cost $103.05 Unrealized 0.0%
CSL CARLISLE COS INC 0.1%
Value ($000) $1 Shares 5,837 Est. Cost $247.78 Unrealized 0.0%
IWO RUSSELL 2000 GROWTH INDEX 0.1%
Value ($000) $1 Shares 6,408 Est. Cost $115.45 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $1 Shares 29,818 Est. Cost $50.70 Unrealized 0.0%
LVMUY LVMH MOET HENNESSY LOUIS VUITT 0.1%
Value ($000) $1 Shares 9,150 Est. Cost $0.15 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $1 Shares 6,493 Est. Cost $201.99 Unrealized
IWP RUSSELL MIDCAP GROWTH INDEX 0.1%
Value ($000) $1 Shares 15,825 Est. Cost $86.98 Unrealized
AMERICAN TOWER CORP 0.1%
Value ($000) $1 Shares 6,183 Est. Cost $230.04 Unrealized
XLV HEALTH CARE SELECT SPDR 0.1%
Value ($000) $1 Shares 9,502 Est. Cost $112.84 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1 Shares 7,086 Est. Cost $95.34 Unrealized +55.3%
SERVICENOW INC 0.1%
Value ($000) $1 Shares 3,167 Est. Cost $475.53 Unrealized
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $1 Shares 4,617 Est. Cost $180.77 Unrealized +60.9%
VEEV VEEVA SYSTEMS INC 0.1%
Value ($000) $1 Shares 7,537 Est. Cost $317.35 Unrealized -46.2%
EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $1 Shares 16,265 Est. Cost $0.07 Unrealized
JD JD.COM INC 0.1%
Value ($000) $1 Shares 21,350 Est. Cost $37.01 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.1%
Value ($000) $1 Shares 11,471 Est. Cost $124.20 Unrealized -12.8%
SFNC SIMMONS FIRST NATIONAL CORP CL 0.1%
Value ($000) $1 Shares 54,013 Est. Cost $30.37 Unrealized -25.2%
AFL AFLAC INC 0.1%
Value ($000) $1 Shares 16,196 Est. Cost $30.54 Unrealized +104.6%
PHG KONINKLIJKE PHILIPS ELECTRS N 0.1%
Value ($000) $1 Shares 76,926 Est. Cost $30.27 Unrealized
RACE FERRARI NV NEW 0.1%
Value ($000) $1 Shares 5,350 Est. Cost $207.69 Unrealized -0.8%
SENTINELONE INC CL A 0.1%
Value ($000) $1 Shares 77,054 Est. Cost $0.01 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $1 Shares 4,118 Est. Cost $163.05 Unrealized +62.0%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $1 Shares 19,700 Est. Cost $46.46 Unrealized +9.4%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 5,160 Est. Cost $171.63 Unrealized +22.9%
GFS GLOBALFOUNDRIES INC 0.1%
Value ($000) $1 Shares 19,720 Est. Cost $52.84 Unrealized +10.6%
BX BLACKSTONE INC 0.1%
Value ($000) $1 Shares 13,940 Est. Cost $55.88 Unrealized +40.7%
ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $1 Shares 20,550 Est. Cost $0.05 Unrealized
NXP SEMICONDUCTOR NV 0.1%
Value ($000) $1 Shares 6,416 Est. Cost $142.29 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1 Shares 9,121 Est. Cost $87.14 Unrealized +12.0%
EXPEDIA GROUP INC 0.1%
Value ($000) $1 Shares 11,319 Est. Cost $94.80 Unrealized
NGG NATIONAL GRID GROUP PLC SPONSO 0.1%
Value ($000) $1 Shares 15,741 Est. Cost $62.00 Unrealized
INVESCO LTD 0.1%
Value ($000) $1 Shares 52,303 Est. Cost $0.02 Unrealized
REGIONS FINANCIAL CORP 0.1%
Value ($000) $1 Shares 42,500 Est. Cost $17.16 Unrealized
EFA MSCI EAFE INDEX 0.1%
Value ($000) $1 Shares 13,856 Est. Cost $57.83 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1 Shares 36,892 Est. Cost $25.39 Unrealized -4.2%
ICLR ICON PLC 0.1%
Value ($000) $1 Shares 4,612 Est. Cost $245.14 Unrealized -19.1%
VWO VANGUARD EMERGING MARKETS ETF 0.1%
Value ($000) $1 Shares 22,783 Est. Cost $40.13 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $1 Shares 9,632 Est. Cost $91.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1 Shares 13,274 Est. Cost $57.69 Unrealized +14.4%
IWN RUSSELL 2000 VALUE INDEX 0.1%
Value ($000) $1 Shares 6,181 Est. Cost $94.51 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $1 Shares 80,391 Est. Cost $14.67 Unrealized 0.0%
ATLKY ATLAS COPCO AB 0.1%
Value ($000) $1 Shares 70,050 Est. Cost $0.01 Unrealized
IJH CORE S&P MIDCAP 0.1%
Value ($000) $1 Shares 3,404 Est. Cost $182.90 Unrealized
RRC RANGE RES CORP COM 0.1%
Value ($000) $1 Shares 32,478 Est. Cost $30.25 Unrealized -9.5%
PDC ENERGY INC 0.1%
Value ($000) $1 Shares 12,583 Est. Cost $0.06 Unrealized
ZS ZSCALER INC 0.1%
Value ($000) $1 Shares 6,815 Est. Cost $159.02 Unrealized -14.6%
BIDU BAIDU INC ADR 0.1%
Value ($000) $1 Shares 6,665 Est. Cost $173.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $1 Shares 5,385 Est. Cost $107.89 Unrealized +14.1%
WMT WALMART INC 0.1%
Value ($000) $1 Shares 5,278 Est. Cost $32.46 Unrealized +40.7%
BARRICK GOLD CORP 0.1%
Value ($000) $1 Shares 43,205 Est. Cost $13.18 Unrealized
GSK GSK PLC 0.1%
Value ($000) $1 Shares 20,647 Est. Cost $29.44 Unrealized
SFTBY SOFTBANK GROUP CORP 0.1%
Value ($000) $1 Shares 33,750 Est. Cost $0.02 Unrealized
IWS RUSSELL MIDCAP VALUE INDEX 0.1%
Value ($000) $1 Shares 6,784 Est. Cost $62.57 Unrealized
NICE NICE LTD 0.1%
Value ($000) $1 Shares 3,700 Est. Cost $188.11 Unrealized
MMM 3M CO 0.0%
Value ($000) $1 Shares 5,901 Est. Cost $106.84 Unrealized -15.1%
OEF iSHARES S&P 100 INDEX FUND 0.0%
Value ($000) $1 Shares 4,084 Est. Cost $80.68 Unrealized
MTD METTLER-TOLEDO INTL 0.0%
Value ($000) $1 Shares 475 Est. Cost $457.08 Unrealized +192.8%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $1 Shares 11,780 Est. Cost $39.01 Unrealized +29.5%
OGN ORGANON & COMPANY 0.0%
Value ($000) $1 Shares 24,093 Est. Cost $26.93 Unrealized -18.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 7,586 Est. Cost $63.71 Unrealized
SPLV POWERSHARES S&P 500 LOW VOLATI 0.0%
Value ($000) $1 Shares 10,179 Est. Cost $55.95 Unrealized
SENSATA TECHNOLOGIES HOLDING P 0.0%
Value ($000) $1 Shares 15,896 Est. Cost $52.63 Unrealized
GE GENERAL ELEC CO 0.0%
Value ($000) $1 Shares 7,657 Est. Cost $62.95 Unrealized -23.1%
M MACYS INC 0.0%
Value ($000) $1 Shares 31,012 Est. Cost $39.76 Unrealized -48.5%
SNN SMITH AND NEPHEW PLC SPON ADR 0.0%
Value ($000) $1 Shares 23,269 Est. Cost $34.40 Unrealized
ARCELORMITTAL S A 0.0%
Value ($000) $1 Shares 23,696 Est. Cost $19.02 Unrealized
PUK PRUDENTIAL PLC SPON ADR 0.0%
Value ($000) $1 Shares 21,849 Est. Cost $45.33 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $1 Shares 8,750 Est. Cost $248.28 Unrealized -77.0%
NEWS CORP 0.0%
Value ($000) $1 Shares 31,421 Est. Cost $15.95 Unrealized
BABA ALIBABA GROUP HOLDING ADR 0.0%
Value ($000) $1 Shares 6,400 Est. Cost $174.76 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $1 Shares 6,634 Est. Cost $50.25 Unrealized +45.1%
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $1 Shares 6,600 Est. Cost $71.93 Unrealized -7.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1,238 Est. Cost $346.53 Unrealized +16.6%
SLV iSHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 23,582 Est. Cost $17.29 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $1 Shares 2,666 Est. Cost $162.01 Unrealized +10.3%
CEF SPROTT PHYSICAL GOLD & SILVER 0.0%
Value ($000) $1 Shares 28,200 Est. Cost $15.56 Unrealized
UVE UNIVERSAL INSURANCE HOLDINGS I 0.0%
Value ($000) $1 Shares 47,351 Est. Cost $12.38 Unrealized -17.9%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 7,070 Est. Cost $71.63 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $0 Shares 2,365 Est. Cost $143.31 Unrealized +32.7%
EPP iSHARES MSCI PACIFIC EX JAPAN 0.0%
Value ($000) $0 Shares 10,764 Est. Cost $45.84 Unrealized
DTRUY DAIMLER TRUCK HOLDINGS AG REG 0.0%
Value ($000) $0 Shares 29,237 Est. Cost $0.02 Unrealized
DB DEUTSCHE BANK AG 0.0%
Value ($000) $0 Shares 36,990 Est. Cost $7.84 Unrealized +15.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $160.17 Unrealized +100.5%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $121.93 Unrealized +118.5%
SPDW SPDR PORTOFOLIO DEVELOPED WORL 0.0%
Value ($000) $0 Shares 13,860 Est. Cost $31.92 Unrealized
IJR CORE S&P SMALLCAP 600 INDEX 0.0%
Value ($000) $0 Shares 4,320 Est. Cost $78.06 Unrealized
CREDIT SUISSE GROUP 0.0%
Value ($000) $0 Shares 132,379 Est. Cost $17.51 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 2,976 Est. Cost $56.08 Unrealized +131.1%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $0 Shares 5,767 Est. Cost $126.43 Unrealized -48.2%
MAA MID-AMERICA APARTMENT COMMUNIT 0.0%
Value ($000) $0 Shares 2,433 Est. Cost $72.39 Unrealized +90.4%
AEGON N V ORD AMER REG ADR 0.0%
Value ($000) $0 Shares 74,830 Est. Cost $6.47 Unrealized
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $0 Shares 925 Est. Cost $174.53 Unrealized +122.4%
VOO VANGUARD S&P 500 INDEX FUND 0.0%
Value ($000) $0 Shares 1,056 Est. Cost $307.24 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 4,775 Est. Cost $54.80 Unrealized +34.9%
EFG iSHARES MSCI EAFE GROWTH INDEX 0.0%
Value ($000) $0 Shares 4,332 Est. Cost $62.37 Unrealized
VHT VANGUARD HEALTH CARE 0.0%
Value ($000) $0 Shares 1,460 Est. Cost $131.95 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $0 Shares 9,040 Est. Cost $32.98 Unrealized 0.0%
ALV AUTOLIV INC 0.0%
Value ($000) $0 Shares 4,650 Est. Cost $60.06 Unrealized +23.1%
VODAFONE GROUP PLC 0.0%
Value ($000) $0 Shares 34,233 Est. Cost $0.01 Unrealized
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $0 Shares 1,451 Est. Cost $0.23 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 605 Est. Cost $495.16 Unrealized 0.0%
FOX CORP 0.0%
Value ($000) $0 Shares 11,552 Est. Cost $35.31 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $0 Shares 5,100 Est. Cost $54.61 Unrealized +8.7%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 11,487 Est. Cost $27.45 Unrealized -2.9%
QQQ INVESCO QQQ TRUST SER 1 0.0%
Value ($000) $0 Shares 1,104 Est. Cost $313.68 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 1,115 Est. Cost $154.98 Unrealized +58.2%
VSS VANGUARD FTSE ALL WORLD US SMA 0.0%
Value ($000) $0 Shares 2,861 Est. Cost $114.32 Unrealized
ATR APTAR GROUP INC 0.0%
Value ($000) $0 Shares 2,666 Est. Cost $116.05 Unrealized -15.2%
VGK VANGUARD MSCI EUROPEAN ETF 0.0%
Value ($000) $0 Shares 5,071 Est. Cost $56.10 Unrealized
RNST RENASANT CORP 0.0%
Value ($000) $0 Shares 7,337 Est. Cost $30.54 Unrealized +23.8%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $0 Shares 1,560 Est. Cost $142.95 Unrealized
STT STATE STREET CORPORATION 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $50.25 Unrealized +31.5%
IEUR THE iSHARES CORE MSCI EUROPE E 0.0%
Value ($000) $0 Shares 5,675 Est. Cost $47.96 Unrealized
SE SEA LTD 0.0%
Value ($000) $0 Shares 5,115 Est. Cost $221.90 Unrealized
SCHX SCHWAB US LARGE CAP ETF 0.0%
Value ($000) $0 Shares 5,806 Est. Cost $63.99 Unrealized
VMWARE INC CL A 0.0%
Value ($000) $0 Shares 2,134 Est. Cost $143.93 Unrealized
IJK iSHARES S&P MIDCAP GROWTH INDE 0.0%
Value ($000) $0 Shares 3,817 Est. Cost $110.00 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 4,858 Est. Cost $46.08 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 2,200 Est. Cost $98.51 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $0 Shares 3,200 Est. Cost $70.72 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 1,408 Est. Cost $163.51 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 6,500 Est. Cost $31.39 Unrealized 0.0%
HEFA ISHARES CURRENCY HEDGED MSCI E 0.0%
Value ($000) $0 Shares 9,131 Est. Cost $27.60 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 1,950 Est. Cost $115.85 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 1,025 Est. Cost $228.42 Unrealized -1.0%
VYMI VANGUARD INTL HIGH DIV YIELD F 0.0%
Value ($000) $0 Shares 3,972 Est. Cost $60.17 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $0 Shares 955 Est. Cost $195.56 Unrealized +19.2%
OUSA APLS O'SHARES US QUALITY DIVID 0.0%
Value ($000) $0 Shares 5,655 Est. Cost $40.05 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $0 Shares 5,962 Est. Cost $24.97 Unrealized
NFLX NETFLIX.COM INC 0.0%
Value ($000) $0 Shares 725 Est. Cost $28.05 Unrealized 0.0%
MHGVY MOWI ASA 0.0%
Value ($000) $0 Shares 12,390 Est. Cost $0.02 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 25,997 Est. Cost $6.00 Unrealized
IVW iSHARES S&P 500 GROWTH INDEX 0.0%
Value ($000) $0 Shares 3,525 Est. Cost $105.76 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 5,132 Est. Cost $31.84 Unrealized 0.0%
DNOW NOW INC 0.0%
Value ($000) $0 Shares 12,360 Est. Cost $8.86 Unrealized +36.7%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $0 Shares 19,253 Est. Cost $0.01 Unrealized
DBRG DIGITAL BRIDGE GROUP INC 0.0%
Value ($000) $0 Shares 14,000 Est. Cost $19.04 Unrealized -32.5%
CSTM CONSTELLIUM SE 0.0%
Value ($000) $0 Shares 10,278 Est. Cost $11.69 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 10,254 Est. Cost $14.14 Unrealized -20.2%
IQIYI INC 0.0%
Value ($000) $0 Shares 17,750 Est. Cost $20.01 Unrealized
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $0 Shares 13,409 Est. Cost $6.06 Unrealized +3.1%
KANDI TECHNOLOGIES GROUP 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $6.80 Unrealized
SENSTAR TECHNOLOGIES 0.0%
Value ($000) $0 Shares 19,300 Est. Cost $2.64 Unrealized
CLIR CLEARSIGN COMBUSTION CORP 0.0%
Value ($000) $0 Shares 32,454 Est. Cost $5.31 Unrealized -86.9%
HCMC HEALTHIER CHOICES MANAGEMENT C 0.0%
Value ($000) $0 Shares 170,000 Est. Cost $0.00 Unrealized 0.0%