MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 31, 2023

Total Value ($000): $1,413 (100.0% shares, 0.0% debt)

Holdings (344)

AAPL APPLE INC 6.6%
Value ($000) $93 Shares 478,419 Est. Cost $86.02 Unrealized +100.0%
MSFT MICROSOFT CORP 4.9%
Value ($000) $70 Shares 204,191 Est. Cost $67.87 Unrealized +352.6%
GOOGL ALPHABET INC CL A 3.3%
Value ($000) $47 Shares 395,026 Est. Cost $107.84 Unrealized +5.9%
FTNT FORTINET INC. 1.9%
Value ($000) $28 Shares 364,202 Est. Cost $50.98 Unrealized +33.4%
AVGO BROADCOM LTD 1.9%
Value ($000) $27 Shares 31,605 Est. Cost $33.65 Unrealized +104.3%
AME AMETEK INC 1.4%
Value ($000) $20 Shares 124,871 Est. Cost $60.25 Unrealized +138.2%
ASML ASML HOLDING NV 1.4%
Value ($000) $20 Shares 26,961 Est. Cost $0.59 Unrealized
LNG CHENIERE ENERGY INC 1.4%
Value ($000) $19 Shares 127,789 Est. Cost $146.65 Unrealized +1.0%
CDNS CADENCE DESIGN SYSTEMS INC 1.3%
Value ($000) $19 Shares 80,947 Est. Cost $159.27 Unrealized +36.6%
NVO NOVO-NORDISK A S ADR 1.3%
Value ($000) $19 Shares 116,322 Est. Cost $0.16 Unrealized
REMX VANECK VECTORS RARE EARTH/STRA 1.1%
Value ($000) $16 Shares 189,381 Est. Cost $37.71 Unrealized
DHR DANAHER CORP 1.1%
Value ($000) $15 Shares 64,208 Est. Cost $123.65 Unrealized +68.8%
MA MASTERCARD INC 1.1%
Value ($000) $15 Shares 37,787 Est. Cost $307.90 Unrealized +20.1%
PIONEER NAT RES CO 1.0%
Value ($000) $14 Shares 69,672 Est. Cost $0.21 Unrealized
ADBE ADOBE INC 1.0%
Value ($000) $14 Shares 28,709 Est. Cost $232.22 Unrealized +73.5%
SPYV SPDR S&P 500 VALUE ETF 1.0%
Value ($000) $14 Shares 321,019 Est. Cost $20.80 Unrealized
SEB SEABOARD CORP 1.0%
Value ($000) $14 Shares 3,813 Est. Cost $3737.63 Unrealized +0.9%
XLU UTILITIES SELECT SECTOR SPDR 0.9%
Value ($000) $13 Shares 199,677 Est. Cost $64.79 Unrealized
BKNG BOOKING HOLDINGS INC 0.9%
Value ($000) $13 Shares 4,636 Est. Cost $2002.95 Unrealized +29.8%
KLAC KLA CORPORATION 0.9%
Value ($000) $12 Shares 25,001 Est. Cost $160.31 Unrealized +154.4%
BHP BHP BILLITON LTD SP ADR 0.8%
Value ($000) $12 Shares 196,564 Est. Cost $0.06 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE B 0.8%
Value ($000) $12 Shares 231,496 Est. Cost $54.68 Unrealized
MBGYY MERCEDES-BENZ GROUP AG 0.8%
Value ($000) $11 Shares 563,745 Est. Cost $0.02 Unrealized
HSY HERSHEY 0.8%
Value ($000) $11 Shares 44,585 Est. Cost $92.99 Unrealized +161.8%
HOLX HOLOGIC INC 0.8%
Value ($000) $11 Shares 133,981 Est. Cost $70.50 Unrealized +15.9%
APA APA CORP 0.8%
Value ($000) $11 Shares 316,230 Est. Cost $37.65 Unrealized -16.1%
PAG PENSKE AUTOMOTIVE GROUP INC 0.7%
Value ($000) $11 Shares 63,387 Est. Cost $111.55 Unrealized +30.0%
CHE CHEMED CORP 0.7%
Value ($000) $10 Shares 18,239 Est. Cost $473.20 Unrealized +14.4%
META META PLATFORMS INC. 0.7%
Value ($000) $10 Shares 34,018 Est. Cost $245.80 Unrealized -0.3%
JAZZ JAZZ PHARMACEUTICALS PLC 0.7%
Value ($000) $10 Shares 77,981 Est. Cost $147.12 Unrealized -8.5%
MCD MCDONALDS 0.7%
Value ($000) $10 Shares 32,324 Est. Cost $225.53 Unrealized +21.1%
HSBC HSBC HOLDINGS PLC 0.7%
Value ($000) $9 Shares 233,221 Est. Cost $26.07 Unrealized
RS RELIANCE STEEL 0.6%
Value ($000) $9 Shares 33,216 Est. Cost $175.69 Unrealized +40.9%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $9 Shares 54,230 Est. Cost $118.42 Unrealized +25.7%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $9 Shares 60,338 Est. Cost $115.03 Unrealized +12.7%
DBX DROPBOX INC. 0.6%
Value ($000) $9 Shares 323,937 Est. Cost $22.40 Unrealized +1.8%
VRTX VERTEX PHARMACEUTICALS INC 0.6%
Value ($000) $9 Shares 24,323 Est. Cost $287.72 Unrealized +17.1%
IVV ISHARES S&P 500 INDEX 0.6%
Value ($000) $9 Shares 19,116 Est. Cost $291.52 Unrealized
ON ON SEMICONDUCTOR 0.6%
Value ($000) $9 Shares 90,075 Est. Cost $82.71 Unrealized 0.0%
SNA SNAP-ON INC 0.6%
Value ($000) $8 Shares 29,408 Est. Cost $197.43 Unrealized +22.4%
PHM PULTEGROUP INC 0.6%
Value ($000) $8 Shares 105,256 Est. Cost $40.79 Unrealized +62.8%
BP B P PLC-SPON ADR 0.6%
Value ($000) $8 Shares 230,185 Est. Cost $24.50 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.6%
Value ($000) $8 Shares 29,486 Est. Cost $166.25 Unrealized
HUM HUMANA INC 0.6%
Value ($000) $8 Shares 17,702 Est. Cost $488.15 Unrealized 0.0%
GWW GRAINGER W W INC 0.6%
Value ($000) $8 Shares 10,006 Est. Cost $341.11 Unrealized +97.3%
VRSN VERISIGN INC 0.6%
Value ($000) $8 Shares 34,602 Est. Cost $204.39 Unrealized +6.9%
ULTA ULTA BEAUTY INC 0.6%
Value ($000) $8 Shares 16,555 Est. Cost $431.23 Unrealized +13.6%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $8 Shares 22,686 Est. Cost $204.52 Unrealized +59.6%
SPYG SPDR S&P 500 GROWTH ETF 0.5%
Value ($000) $8 Shares 124,249 Est. Cost $51.87 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $8 Shares 206,484 Est. Cost $35.69 Unrealized -6.9%
EXEL EXELIXIS INC. 0.5%
Value ($000) $8 Shares 394,179 Est. Cost $17.52 Unrealized +10.0%
ARISTA NETWORKS 0.5%
Value ($000) $7 Shares 45,609 Est. Cost $0.16 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $7 Shares 15,229 Est. Cost $127.17 Unrealized +265.6%
VOYA VOYA FINANCIAL INC 0.5%
Value ($000) $7 Shares 101,794 Est. Cost $61.34 Unrealized +10.0%
IEX IDEX CORPORATION 0.5%
Value ($000) $7 Shares 33,753 Est. Cost $132.01 Unrealized +53.6%
ADSK AUTODESK INC 0.5%
Value ($000) $7 Shares 33,927 Est. Cost $202.07 Unrealized -1.0%
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $7 Shares 7,129 Est. Cost $53.77 Unrealized +13.6%
WFC WELLS FARGO COMPANY 0.5%
Value ($000) $7 Shares 158,754 Est. Cost $40.18 Unrealized -6.3%
WSM WILLIAMS-SONOMA INC 0.5%
Value ($000) $7 Shares 53,265 Est. Cost $60.20 Unrealized -5.4%
PM PHILIP MORRIS INTERNATIONAL 0.5%
Value ($000) $7 Shares 67,741 Est. Cost $85.35 Unrealized -1.0%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $7 Shares 45,545 Est. Cost $122.26 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $7 Shares 126,134 Est. Cost $49.69 Unrealized -8.4%
GSK GSK PLC 0.5%
Value ($000) $7 Shares 183,028 Est. Cost $20.03 Unrealized
FCN FTI CONSULTING INC 0.5%
Value ($000) $6 Shares 33,979 Est. Cost $139.33 Unrealized +35.7%
SUB ISHARES S&P SHORT TERM NATIONA 0.5%
Value ($000) $6 Shares 61,598 Est. Cost $100.99 Unrealized
LKQ LKQ CORP 0.5%
Value ($000) $6 Shares 109,396 Est. Cost $33.10 Unrealized +55.8%
KR KROGER CO 0.4%
Value ($000) $6 Shares 134,920 Est. Cost $30.78 Unrealized +46.2%
QCOM QUALCOMM 0.4%
Value ($000) $6 Shares 53,035 Est. Cost $122.67 Unrealized -11.7%
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $6 Shares 47,956 Est. Cost $121.60 Unrealized +2.7%
SPY S & P 500 DEPOSITARY RECEIPT 0.4%
Value ($000) $6 Shares 13,813 Est. Cost $250.78 Unrealized
PAGP PLAINS GP HOLDINGS LP 0.4%
Value ($000) $6 Shares 408,542 Est. Cost $7.52 Unrealized
GVI ISHARES BARCLAYS INT GOVT/CRED 0.4%
Value ($000) $6 Shares 58,330 Est. Cost $114.33 Unrealized
HIW HIGHWOODS PROPERTIES 0.4%
Value ($000) $6 Shares 248,772 Est. Cost $12.40 Unrealized
CMCSA COMCAST CORP CL A 0.4%
Value ($000) $6 Shares 143,073 Est. Cost $33.00 Unrealized +11.1%
EBAY EBAY INC 0.4%
Value ($000) $6 Shares 131,304 Est. Cost $43.14 Unrealized -2.1%
AMGN AMGEN 0.4%
Value ($000) $6 Shares 26,391 Est. Cost $218.58 Unrealized -2.3%
CHKP CHECK POINT SOFTWARE TECH 0.4%
Value ($000) $6 Shares 46,585 Est. Cost $122.44 Unrealized +2.8%
TNET TRINET GROUP INC 0.4%
Value ($000) $6 Shares 60,937 Est. Cost $79.83 Unrealized +11.1%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.4%
Value ($000) $6 Shares 150,697 Est. Cost $0.04 Unrealized
DHI DR HORTON INC 0.4%
Value ($000) $6 Shares 47,257 Est. Cost $67.74 Unrealized +57.4%
EOG EOG RESOURCES INC 0.4%
Value ($000) $6 Shares 50,138 Est. Cost $39.62 Unrealized +163.6%
AYI ACUITY BRANDS INC 0.4%
Value ($000) $6 Shares 34,959 Est. Cost $129.26 Unrealized +22.7%
T AT & T INC 0.4%
Value ($000) $6 Shares 352,642 Est. Cost $15.46 Unrealized -4.4%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $6 Shares 12,573 Est. Cost $362.31 Unrealized +22.2%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $6 Shares 41,593 Est. Cost $115.01 Unrealized +2.6%
ALGONQUIN POWER & UTILITIES CO 0.4%
Value ($000) $6 Shares 187,622 Est. Cost $0.03 Unrealized
PNW PINNACLE WEST CAPITAL CP 0.4%
Value ($000) $6 Shares 67,572 Est. Cost $59.02 Unrealized +21.0%
FNB FNB CORP 0.4%
Value ($000) $5 Shares 479,142 Est. Cost $10.34 Unrealized -0.2%
CBRE CBRE GROUP INC 0.4%
Value ($000) $5 Shares 67,609 Est. Cost $92.07 Unrealized -18.7%
SWKS SKYWORKS SOLUTIONS INC. 0.4%
Value ($000) $5 Shares 48,702 Est. Cost $85.82 Unrealized +12.7%
SCHO SCHWAB SHORT-TERM U.S. TREASUR 0.4%
Value ($000) $5 Shares 112,079 Est. Cost $44.14 Unrealized
TPR TAPESTRY INC 0.4%
Value ($000) $5 Shares 122,306 Est. Cost $30.37 Unrealized +27.5%
AFL AFLAC INC 0.4%
Value ($000) $5 Shares 74,524 Est. Cost $57.26 Unrealized +10.4%
AMERICAN ELECTRIC POWER CO 6.1 0.4%
Value ($000) $5 Shares 104,163 Est. Cost $32.18 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $5 Shares 66,802 Est. Cost $55.61 Unrealized +30.5%
IWD ISHARES RUSSELL 1000 VALUE 0.4%
Value ($000) $5 Shares 32,320 Est. Cost $116.26 Unrealized
VMWARE INC CL A 0.4%
Value ($000) $5 Shares 35,433 Est. Cost $115.44 Unrealized
STT STATE STREET CORPORATION 0.4%
Value ($000) $5 Shares 68,889 Est. Cost $63.97 Unrealized +2.5%
CNQ CANADIAN NAT RES LTD 0.4%
Value ($000) $5 Shares 88,162 Est. Cost $15.83 Unrealized +62.3%
NWE NORTHWESTERN CORP 0.4%
Value ($000) $5 Shares 87,194 Est. Cost $47.18 Unrealized +8.8%
CAG CONAGRA FOODS INC 0.3%
Value ($000) $5 Shares 146,286 Est. Cost $31.70 Unrealized -1.0%
AMZN AMAZON INC 0.3%
Value ($000) $5 Shares 36,669 Est. Cost $120.52 Unrealized -5.2%
MRK MERCK & CO INC 0.3%
Value ($000) $5 Shares 40,851 Est. Cost $73.44 Unrealized +42.3%
LOW LOWES COMPANIES 0.3%
Value ($000) $5 Shares 20,726 Est. Cost $145.17 Unrealized +36.2%
EVRG EVERGY INC 0.3%
Value ($000) $5 Shares 78,618 Est. Cost $53.12 Unrealized +1.5%
NSA NATIONAL STORAGE AFFILIATES TR 0.3%
Value ($000) $5 Shares 131,842 Est. Cost $16.41 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $5 Shares 76,235 Est. Cost $27.89 Unrealized +105.6%
IDA IDACORP INC 0.3%
Value ($000) $5 Shares 44,528 Est. Cost $108.85 Unrealized -1.2%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $4 Shares 69,817 Est. Cost $52.04 Unrealized +13.3%
C CITIGROUP INC 0.3%
Value ($000) $4 Shares 93,083 Est. Cost $43.10 Unrealized -0.8%
BTI BRITISH AMERICAN TOBACCO PLC A 0.3%
Value ($000) $4 Shares 127,687 Est. Cost $26.03 Unrealized
RDN RADIAN GROUP INC 0.3%
Value ($000) $4 Shares 165,638 Est. Cost $19.35 Unrealized +16.9%
ETR ENTERGY CORP 0.3%
Value ($000) $4 Shares 42,816 Est. Cost $47.16 Unrealized 0.0%
CVX CHEVRON CORP 0.3%
Value ($000) $4 Shares 26,077 Est. Cost $118.20 Unrealized +21.2%
APLE APPLE HOSPITALITY REIT INC 0.3%
Value ($000) $4 Shares 271,225 Est. Cost $8.97 Unrealized
KHC KRAFT HEINZ CO 0.3%
Value ($000) $4 Shares 113,785 Est. Cost $33.58 Unrealized 0.0%
E ENI SPA ADR 0.3%
Value ($000) $4 Shares 140,014 Est. Cost $14.62 Unrealized
MET METLIFE INC 0.3%
Value ($000) $4 Shares 70,276 Est. Cost $51.22 Unrealized 0.0%
IGIB iSHARES INT-TERM CORP BOND ETF 0.3%
Value ($000) $4 Shares 78,482 Est. Cost $48.27 Unrealized
UNILEVER PLC SPON ADR 0.3%
Value ($000) $4 Shares 75,939 Est. Cost $44.45 Unrealized
WPC W P CAREY & CO LLC 0.3%
Value ($000) $4 Shares 58,192 Est. Cost $63.86 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.3%
Value ($000) $4 Shares 56,170 Est. Cost $89.74 Unrealized -27.0%
ESS ESSEX PROPERTY TRUST INC 0.3%
Value ($000) $4 Shares 16,498 Est. Cost $208.69 Unrealized -5.5%
UOVEY UNITED OVERSEAS BK LTD SPONSOR 0.3%
Value ($000) $4 Shares 92,685 Est. Cost $25.20 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS 0.3%
Value ($000) $4 Shares 59,401 Est. Cost $46.32 Unrealized +26.7%
BAESY BAE SYSTEMS PLC 0.3%
Value ($000) $4 Shares 78,334 Est. Cost $22.09 Unrealized
KTB KONTOOR BRANDS INC 0.3%
Value ($000) $4 Shares 87,978 Est. Cost $39.25 Unrealized +9.4%
COP CONOCOPHILLIPS 0.3%
Value ($000) $4 Shares 34,774 Est. Cost $91.20 Unrealized +3.6%
VLVLY VOLVO AB 0.3%
Value ($000) $4 Shares 172,144 Est. Cost $19.62 Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $4 Shares 14,437 Est. Cost $206.03 Unrealized +3.3%
OTEX OPEN TEXT CORP 0.3%
Value ($000) $4 Shares 85,094 Est. Cost $26.36 Unrealized +40.0%
ADRNY KONINKLIJKE AHOLD DELHAIZE ADR 0.3%
Value ($000) $4 Shares 103,834 Est. Cost $24.18 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $3 Shares 8,240 Est. Cost $23.88 Unrealized +38.9%
GRMN GARMIN LTD ADR 0.2%
Value ($000) $3 Shares 33,282 Est. Cost $93.57 Unrealized +3.7%
FIS FIDELITY NATIONAL INFORMATION 0.2%
Value ($000) $3 Shares 62,507 Est. Cost $63.05 Unrealized -18.3%
MDT MEDTRONIC HLDG LTD 0.2%
Value ($000) $3 Shares 38,456 Est. Cost $77.85 Unrealized +2.0%
OMC OMNICOM 0.2%
Value ($000) $3 Shares 35,379 Est. Cost $64.93 Unrealized +30.7%
UPS UNITED PARCEL SERVICE CL B 0.2%
Value ($000) $3 Shares 18,538 Est. Cost $171.10 Unrealized -9.7%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $3 Shares 29,019 Est. Cost $102.41 Unrealized 0.0%
LEXINGTON INDUSTRIAL TRUST 0.2%
Value ($000) $3 Shares 333,414 Est. Cost $0.01 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $3 Shares 20,625 Est. Cost $35.29 Unrealized +38.7%
PFG PRINCIPAL FINANCIAL GROUP INC 0.2%
Value ($000) $3 Shares 42,455 Est. Cost $45.49 Unrealized +43.9%
CRBG COREBRIDGE FINANCIAL INC 0.2%
Value ($000) $3 Shares 181,624 Est. Cost $13.82 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $3 Shares 36,744 Est. Cost $83.42 Unrealized -6.1%
XLP CONSUMER STAPLES SELECT SECTOR 0.2%
Value ($000) $3 Shares 42,241 Est. Cost $68.58 Unrealized
SCHP SCHWAB US TIPS ETF 0.2%
Value ($000) $3 Shares 59,334 Est. Cost $62.10 Unrealized
CWEN CLEARWAY ENERGY INC-C 0.2%
Value ($000) $3 Shares 105,899 Est. Cost $25.77 Unrealized 0.0%
APAM ARTISAN PARTNERS ASSET MANAGEM 0.2%
Value ($000) $3 Shares 76,131 Est. Cost $26.57 Unrealized +2.9%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.2%
Value ($000) $3 Shares 28,042 Est. Cost $109.82 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.2%
Value ($000) $3 Shares 13,336 Est. Cost $146.04 Unrealized
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $3 Shares 92,792 Est. Cost $30.38 Unrealized 0.0%
MSM MSC INDUSTRIAL DIRECT 0.2%
Value ($000) $3 Shares 30,438 Est. Cost $91.71 Unrealized 0.0%
KOF COCA-COLA FEMSA SAB DE CV 0.2%
Value ($000) $3 Shares 33,742 Est. Cost $53.01 Unrealized
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $3 Shares 14,590 Est. Cost $152.10 Unrealized +6.7%
NTAP NETAPP INC. 0.2%
Value ($000) $3 Shares 35,605 Est. Cost $61.66 Unrealized +3.5%
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $3 Shares 42,547 Est. Cost $62.01 Unrealized
PATTERSON COS INC 0.2%
Value ($000) $3 Shares 81,472 Est. Cost $0.03 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $3 Shares 14,833 Est. Cost $152.42 Unrealized +4.4%
BBY BEST BUY 0.2%
Value ($000) $3 Shares 31,847 Est. Cost $71.20 Unrealized -7.8%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.2%
Value ($000) $3 Shares 5 Est. Cost $235306.12 Unrealized +111.6%
TRITON INTERNATIONAL LIMITED 0.2%
Value ($000) $3 Shares 30,703 Est. Cost $52.30 Unrealized
SHM SPDR BARCLAYS CAPITAL SHRT TER 0.2%
Value ($000) $3 Shares 53,177 Est. Cost $49.51 Unrealized
CTRE CARETRUST REIT INC 0.2%
Value ($000) $2 Shares 122,156 Est. Cost $18.20 Unrealized
LLY LILLY (ELI) 0.2%
Value ($000) $2 Shares 5,100 Est. Cost $126.16 Unrealized +226.2%
SON SONOCO PRODUCTS COMPANY 0.2%
Value ($000) $2 Shares 39,922 Est. Cost $52.78 Unrealized +2.3%
PAYX PAYCHEX INC 0.2%
Value ($000) $2 Shares 20,906 Est. Cost $101.03 Unrealized 0.0%
BA BOEING CO 0.2%
Value ($000) $2 Shares 10,958 Est. Cost $257.43 Unrealized -19.3%
ORI OLD REPUBLIC INTL 0.2%
Value ($000) $2 Shares 87,810 Est. Cost $11.53 Unrealized +78.0%
VYM VANGUARD HIGH DIVIDEND YIELD E 0.2%
Value ($000) $2 Shares 20,701 Est. Cost $87.91 Unrealized
BNPQY BNP PARIBAS ADR 0.2%
Value ($000) $2 Shares 68,885 Est. Cost $0.03 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $2 Shares 21,089 Est. Cost $79.74 Unrealized
WPP WPP PLC 0.1%
Value ($000) $2 Shares 40,088 Est. Cost $0.05 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2 Shares 19,516 Est. Cost $38.67 Unrealized +157.6%
SLYV SPDR S&P 600 SMALL CAP VALUE E 0.1%
Value ($000) $2 Shares 26,516 Est. Cost $49.79 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.1%
Value ($000) $2 Shares 25,171 Est. Cost $40.16 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TR 0.1%
Value ($000) $2 Shares 37,697 Est. Cost $42.60 Unrealized
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $2 Shares 35,411 Est. Cost $51.73 Unrealized -18.6%
AGRO ADECOAGRO SA 0.1%
Value ($000) $2 Shares 169,931 Est. Cost $7.54 Unrealized +9.2%
SPHD INVESCO S&P 500 HIGH DIV LOW V 0.1%
Value ($000) $1 Shares 34,851 Est. Cost $35.88 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1 Shares 17,421 Est. Cost $0.08 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1 Shares 39,869 Est. Cost $42.21 Unrealized -27.2%
UMBF UMB FINL CORP 0.1%
Value ($000) $1 Shares 21,721 Est. Cost $51.28 Unrealized +16.4%
PEP PEPSICO 0.1%
Value ($000) $1 Shares 6,893 Est. Cost $81.85 Unrealized +108.4%
FIX COMFORT SYSTEMS USA INC 0.1%
Value ($000) $1 Shares 7,573 Est. Cost $109.59 Unrealized +34.3%
ALSN ALLISON TRANSMISSION HOLDINGS 0.1%
Value ($000) $1 Shares 21,943 Est. Cost $39.64 Unrealized +20.0%
KLIC KULICKE AND SOFFA INDUSTRIES I 0.1%
Value ($000) $1 Shares 19,785 Est. Cost $44.29 Unrealized +10.9%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.1%
Value ($000) $1 Shares 19,209 Est. Cost $57.62 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $1 Shares 19,626 Est. Cost $29.92 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $1 Shares 6,930 Est. Cost $108.59 Unrealized +30.1%
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 3,339 Est. Cost $228.45 Unrealized +21.0%
SCHB SCHWAB US BROAD MARKET ETF 0.1%
Value ($000) $1 Shares 19,744 Est. Cost $63.71 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1 Shares 3,579 Est. Cost $215.01 Unrealized
ATKR ATKORE INTL GROUP INC 0.1%
Value ($000) $1 Shares 6,337 Est. Cost $78.96 Unrealized +60.2%
CP CANADIAN PACIFIC KANSAS CITY L 0.1%
Value ($000) $1 Shares 12,084 Est. Cost $75.65 Unrealized +2.5%
IWM ISHARES RUSSELL 2000 0.1%
Value ($000) $1 Shares 5,008 Est. Cost $170.08 Unrealized
LSCC LATTICE SEMICONDUCTOR 0.1%
Value ($000) $1 Shares 9,628 Est. Cost $38.44 Unrealized
FISV FISERV INC 0.1%
Value ($000) $1 Shares 7,091 Est. Cost $52.82 Unrealized +122.9%
EME EMCOR GROUP INC 0.1%
Value ($000) $1 Shares 4,834 Est. Cost $120.62 Unrealized +37.8%
IVW ISHARES S&P 500 GROWTH INDEX 0.1%
Value ($000) $1 Shares 11,972 Est. Cost $65.08 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1 Shares 6,661 Est. Cost $108.85 Unrealized +5.6%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value ($000) $1 Shares 48,267 Est. Cost $13.97 Unrealized 0.0%
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.1%
Value ($000) $1 Shares 11,916 Est. Cost $56.60 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $1 Shares 14,160 Est. Cost $44.31 Unrealized 0.0%
CW CURTISS-WRIGHT CORP 0.1%
Value ($000) $1 Shares 4,233 Est. Cost $137.24 Unrealized +23.2%
RMBS RAMBUS INC 0.1%
Value ($000) $1 Shares 11,960 Est. Cost $34.37 Unrealized +60.2%
BKE BUCKLE INC 0.1%
Value ($000) $1 Shares 21,950 Est. Cost $24.38 Unrealized +6.2%
ACLS AXCELIS TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 4,094 Est. Cost $127.84 Unrealized +12.6%
GPI GROUP 1 AUTOMOTIVE INC 0.1%
Value ($000) $1 Shares 2,771 Est. Cost $193.44 Unrealized +18.8%
PDC ENERGY INC 0.1%
Value ($000) $1 Shares 10,004 Est. Cost $40.78 Unrealized
IBP INSTALLED BUILDING PRODUCTS 0.0%
Value ($000) $1 Shares 5,012 Est. Cost $106.10 Unrealized +7.0%
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $1 Shares 12,050 Est. Cost $53.20 Unrealized +6.8%
USB US BANCORP 0.0%
Value ($000) $1 Shares 21,097 Est. Cost $35.56 Unrealized -20.1%
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value ($000) $1 Shares 33,263 Est. Cost $21.72 Unrealized -4.8%
INMD INMODE LTD 0.0%
Value ($000) $1 Shares 18,540 Est. Cost $33.31 Unrealized +4.9%
DIA SPDR DOW JONES INDUSTRIAL AVER 0.0%
Value ($000) $1 Shares 2,005 Est. Cost $278.19 Unrealized
IWB ISHARES RUSSELL 1000 INDEX 0.0%
Value ($000) $1 Shares 2,824 Est. Cost $171.74 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $1 Shares 5,583 Est. Cost $76.90 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 13,900 Est. Cost $26.65 Unrealized +67.0%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 2,241 Est. Cost $139.85 Unrealized +100.6%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1 Shares 2,942 Est. Cost $202.73 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $1 Shares 2,648 Est. Cost $0.24 Unrealized
MEDP MEDPACE HOLDINGS 0.0%
Value ($000) $1 Shares 2,682 Est. Cost $132.51 Unrealized +56.8%
PBH PRESTIGE CONSUMER HEALTHCARE I 0.0%
Value ($000) $1 Shares 10,493 Est. Cost $59.22 Unrealized +1.0%
PATK PATRICK INDUSTRIES INC. 0.0%
Value ($000) $1 Shares 7,763 Est. Cost $44.73 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 1,522 Est. Cost $180.20 Unrealized +98.5%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $1 Shares 3,262 Est. Cost $0.18 Unrealized
CBZ CBIZ INC 0.0%
Value ($000) $1 Shares 11,148 Est. Cost $22.69 Unrealized +126.7%
QQQ INVESCO QQQ TRUST SERIES1 0.0%
Value ($000) $1 Shares 1,604 Est. Cost $280.18 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 5,380 Est. Cost $139.13 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 25,173 Est. Cost $21.49 Unrealized +7.1%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $1 Shares 9,439 Est. Cost $62.23 Unrealized -9.8%
SDGR SCHRODINGER INC 0.0%
Value ($000) $1 Shares 10,890 Est. Cost $33.79 Unrealized 0.0%
VRRM VERRA MOBILITY CORP 0.0%
Value ($000) $1 Shares 27,303 Est. Cost $15.97 Unrealized +10.6%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $1 Shares 11,008 Est. Cost $32.40 Unrealized +32.9%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 2,747 Est. Cost $93.76 Unrealized
AIT APPLIED INDUSTRIAL TECHNOLOGIE 0.0%
Value ($000) $1 Shares 3,685 Est. Cost $94.21 Unrealized +38.5%
BERRY GLOBAL GROUP INC 0.0%
Value ($000) $1 Shares 8,219 Est. Cost $0.06 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 11,949 Est. Cost $73.90 Unrealized
NAVI NAVIENT CORP 0.0%
Value ($000) $1 Shares 28,072 Est. Cost $16.33 Unrealized +0.7%
YELP YELP INC 0.0%
Value ($000) $1 Shares 14,280 Est. Cost $30.92 Unrealized +4.3%
AMERICAN EQUITY INV LIFE HLDG 0.0%
Value ($000) $1 Shares 9,832 Est. Cost $25.05 Unrealized
ESGV VANGUARD ESG US STOCK ETF 0.0%
Value ($000) $1 Shares 6,488 Est. Cost $60.40 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $1 Shares 3,746 Est. Cost $83.00 Unrealized +61.1%
SUPN SUPERNUS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 16,695 Est. Cost $30.43 Unrealized +15.0%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $0 Shares 368 Est. Cost $155.33 Unrealized 0.0%
COKE COCA-COLA BOTTLING CO 0.0%
Value ($000) $0 Shares 752 Est. Cost $43.31 Unrealized +38.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 10,432 Est. Cost $29.49 Unrealized +24.0%
EVTC EVERTEC INC 0.0%
Value ($000) $0 Shares 12,810 Est. Cost $40.12 Unrealized -14.7%
MXL MAXLINEAR INC 0.0%
Value ($000) $0 Shares 14,498 Est. Cost $34.34 Unrealized -15.8%
ASO ACADEMY SPORT AND OUTDOORS INC 0.0%
Value ($000) $0 Shares 8,431 Est. Cost $41.56 Unrealized +35.1%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $0 Shares 2,554 Est. Cost $107.80 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $0 Shares 21,505 Est. Cost $0.02 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $0 Shares 5,840 Est. Cost $74.71 Unrealized -1.2%
MLI MUELLER INDUSTRIES INC 0.0%
Value ($000) $0 Shares 4,995 Est. Cost $34.51 Unrealized +6.4%
CNO CNO FINANCIAL GROUP 0.0%
Value ($000) $0 Shares 18,134 Est. Cost $21.27 Unrealized -0.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 595 Est. Cost $627.37 Unrealized +22.2%
CMC COMMERCIAL METAL 0.0%
Value ($000) $0 Shares 8,107 Est. Cost $37.37 Unrealized +20.4%
EXP EAGLE MATERIALS 0.0%
Value ($000) $0 Shares 2,286 Est. Cost $142.20 Unrealized +10.6%
NVMI NOVA MEASURING INSTRUMENTS LTD 0.0%
Value ($000) $0 Shares 3,613 Est. Cost $99.48 Unrealized +2.8%
MDLZ MONDELEZ INTERNATIONAL INC. 0.0%
Value ($000) $0 Shares 5,741 Est. Cost $42.13 Unrealized +62.7%
DIOD DIODES INC 0.0%
Value ($000) $0 Shares 4,487 Est. Cost $81.58 Unrealized +8.0%
MTDR MATADOR RESOURCES COMPANY 0.0%
Value ($000) $0 Shares 7,808 Est. Cost $45.92 Unrealized +5.2%
INVA INNOVIVA INC 0.0%
Value ($000) $0 Shares 31,266 Est. Cost $14.91 Unrealized -16.1%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $0 Shares 3,519 Est. Cost $86.17 Unrealized +22.1%
FORWARD AIR CORPORATION 0.0%
Value ($000) $0 Shares 3,679 Est. Cost $69.89 Unrealized
TSLA TESLA, INC. 0.0%
Value ($000) $0 Shares 1,478 Est. Cost $175.14 Unrealized +14.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $0 Shares 2,664 Est. Cost $107.08 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 10,237 Est. Cost $27.85 Unrealized -1.1%
UFPI UFP INDUSTRIES, INC 0.0%
Value ($000) $0 Shares 3,872 Est. Cost $83.23 Unrealized +0.2%
TBBK BANCORP INC 0.0%
Value ($000) $0 Shares 11,418 Est. Cost $28.69 Unrealized +7.3%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $0 Shares 25,572 Est. Cost $13.85 Unrealized 0.0%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $0 Shares 730 Est. Cost $403.76 Unrealized +18.7%
NEXTGEN HEALTHCARE INC 0.0%
Value ($000) $0 Shares 22,656 Est. Cost $14.63 Unrealized
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $0 Shares 23,195 Est. Cost $13.69 Unrealized +8.4%
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 856 Est. Cost $149.28 Unrealized +154.2%
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $0 Shares 3,032 Est. Cost $83.51 Unrealized
BN BROOKFIELD CORP CL A 0.0%
Value ($000) $0 Shares 10,754 Est. Cost $21.90 Unrealized -5.0%
OXM OXFORD INDUSTRIES INC 0.0%
Value ($000) $0 Shares 3,652 Est. Cost $97.45 Unrealized +5.1%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 10,233 Est. Cost $33.09 Unrealized +2.3%
ARCB ARCBEST CORP 0.0%
Value ($000) $0 Shares 3,613 Est. Cost $80.21 Unrealized +9.8%
SM SM ENERGY CO 0.0%
Value ($000) $0 Shares 11,234 Est. Cost $29.30 Unrealized -9.9%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $0 Shares 3,081 Est. Cost $95.30 Unrealized +6.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 4,524 Est. Cost $59.67 Unrealized +17.3%
IAU ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $0 Shares 9,210 Est. Cost $30.30 Unrealized
CROSSFIRST BANKSHARES INC 0.0%
Value ($000) $0 Shares 33,334 Est. Cost $14.31 Unrealized
MRVI MARAVA LIFES HLDGS INC 0.0%
Value ($000) $0 Shares 26,705 Est. Cost $13.50 Unrealized 0.0%
CTRA COTERRA ENERGY INC. 0.0%
Value ($000) $0 Shares 12,226 Est. Cost $14.34 Unrealized +59.0%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1,862 Est. Cost $150.47 Unrealized
SKY SKYLINE CHAMPION CORP 0.0%
Value ($000) $0 Shares 4,707 Est. Cost $65.49 Unrealized +3.7%
HTH HILLTOP HOLDINGS 0.0%
Value ($000) $0 Shares 9,758 Est. Cost $32.64 Unrealized -6.2%
ARW ARROW ELECTRONICS 0.0%
Value ($000) $0 Shares 2,135 Est. Cost $119.52 Unrealized +4.1%
EXTR EXTREME NETWORKS INC. 0.0%
Value ($000) $0 Shares 11,703 Est. Cost $19.73 Unrealized 0.0%
AN AUTONATIONINC 0.0%
Value ($000) $0 Shares 1,783 Est. Cost $138.79 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $158.08 Unrealized +31.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,484 Est. Cost $183.37 Unrealized -1.4%
FRONTDOOR INC 0.0%
Value ($000) $0 Shares 9,136 Est. Cost $0.03 Unrealized
UTL UNITIL CORP 0.0%
Value ($000) $0 Shares 5,698 Est. Cost $54.12 Unrealized +2.5%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $0 Shares 3,566 Est. Cost $80.47 Unrealized +2.8%
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 2,412 Est. Cost $84.79 Unrealized +18.4%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $0 Shares 530 Est. Cost $500.83 Unrealized -2.7%
SF STIFEL FINL CORP 0.0%
Value ($000) $0 Shares 4,722 Est. Cost $61.28 Unrealized -9.3%
UTHR UNITED THERAPEUTIC DEL 0.0%
Value ($000) $0 Shares 1,266 Est. Cost $207.66 Unrealized +6.7%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $0 Shares 3,119 Est. Cost $74.21 Unrealized -0.5%
AMR ALPHA METALLURGICAL RESOURCES 0.0%
Value ($000) $0 Shares 1,632 Est. Cost $151.88 Unrealized 0.0%
CARS CARS.COM INC 0.0%
Value ($000) $0 Shares 13,414 Est. Cost $18.81 Unrealized 0.0%
TGLS TECNOGLASS INC 0.0%
Value ($000) $0 Shares 5,130 Est. Cost $43.66 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $0 Shares 1,764 Est. Cost $111.25 Unrealized
IPSEY IPSEN SA 0.0%
Value ($000) $0 Shares 8,498 Est. Cost $0.03 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 751 Est. Cost $302.56 Unrealized 0.0%
DIS DISNEY WALT CO DEL 0.0%
Value ($000) $0 Shares 2,866 Est. Cost $106.43 Unrealized -13.0%
LNTH LANTHEUS HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,972 Est. Cost $89.74 Unrealized 0.0%
KFY KORN/FERRY INTERNATIONAL 0.0%
Value ($000) $0 Shares 4,937 Est. Cost $49.13 Unrealized -5.8%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $0 Shares 1,256 Est. Cost $83.14 Unrealized +103.4%
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $0 Shares 6,779 Est. Cost $36.80 Unrealized
SPDW SPDR PORTFOLIO WORLD ex-US 0.0%
Value ($000) $0 Shares 7,303 Est. Cost $0.03 Unrealized
NXST NEXSTAR MEDIA GROUP 0.0%
Value ($000) $0 Shares 1,430 Est. Cost $148.29 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 1,942 Est. Cost $153.74 Unrealized -13.2%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 7,905 Est. Cost $23.21 Unrealized 0.0%
CROX CROCS INC 0.0%
Value ($000) $0 Shares 2,053 Est. Cost $119.17 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 3,205 Est. Cost $25.00 Unrealized +8.7%
GEF GREIF BROTHERS 0.0%
Value ($000) $0 Shares 3,250 Est. Cost $58.67 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $0 Shares 547 Est. Cost $0.35 Unrealized
USO UNITED STATES OIL FUND LP ETF 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $74.00 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 956 Est. Cost $0.23 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 1,024 Est. Cost $135.64 Unrealized +50.8%
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $0 Shares 3,012 Est. Cost $65.72 Unrealized
CSGS CSG SYS INTL INC 0.0%
Value ($000) $0 Shares 4,093 Est. Cost $48.12 Unrealized 0.0%
VIR VIR BIOTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 8,611 Est. Cost $25.11 Unrealized 0.0%
NTB BANK OF NT BUTTERFIELD AND SON 0.0%
Value ($000) $0 Shares 7,712 Est. Cost $22.99 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 2,058 Est. Cost $87.55 Unrealized +11.1%
HBNC HORIZON BANCORP 0.0%
Value ($000) $0 Shares 19,474 Est. Cost $16.44 Unrealized -39.6%
VIG VANGUARD DIVIDEND APPREC 0.0%
Value ($000) $0 Shares 1,239 Est. Cost $0.16 Unrealized
CITY OFFICE REIT INC 0.0%
Value ($000) $0 Shares 32,296 Est. Cost $0.01 Unrealized
BDN BRANDYWINE REALTY TRUST 0.0%
Value ($000) $0 Shares 33,870 Est. Cost $0.00 Unrealized
SGMO SANGAMO BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 78,260 Est. Cost $5.14 Unrealized -73.4%
CALC CALCIMEDICA INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $4.37 Unrealized 0.0%
GAMIDA CELL LTD 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $0.00 Unrealized
LLKKF LAKE RESOURCES NL 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.15 Unrealized -72.0%
NEWH NEWHYDROGEN INC 0.0%
Value ($000) $0 Shares 200,000 Est. Cost $0.04 Unrealized -67.8%
GOSY GECKOSYSTEMS INTL 0.0%
Value ($000) $0 Shares 1,999,901 Est. Cost $0.00 Unrealized +200.0%
MYFT MYFREIGHTWORLD TECHNOLOGIES 0.0%
Value ($000) $0 Shares 187,875 Est. Cost $0.00 Unrealized -89.3%
TOME CAP INC - REGISTRATION RE 0.0%
Value ($000) $0 Shares 21,000 Est. Cost Unrealized
EPEO E'PRIME AEROSPACE CORPORATION 0.0%
Value ($000) $0 Shares 19,000 Est. Cost $0.00 Unrealized -93.6%
CONTIFINANCIAL LIQ TR UNIT BEN 0.0%
Value ($000) $0 Shares 46,800 Est. Cost Unrealized