MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 29, 2024

Total Value ($000): $1,571 (100.0% shares, 0.0% debt)

Holdings (344)

AAPL APPLE INC 5.3%
Value ($000) $83 Shares 486,125 Est. Cost $91.43 Unrealized +97.1%
MSFT MICROSOFT CORP 5.1%
Value ($000) $81 Shares 191,995 Est. Cost $86.60 Unrealized +361.0%
GOOGL ALPHABET INC CL A 3.9%
Value ($000) $61 Shares 405,717 Est. Cost $109.50 Unrealized +29.7%
AVGO BROADCOM LTD 2.6%
Value ($000) $41 Shares 30,718 Est. Cost $43.78 Unrealized +176.9%
AMZN AMAZON INC 2.0%
Value ($000) $31 Shares 173,744 Est. Cost $137.82 Unrealized +21.1%
NVO NOVO-NORDISK A S ADR 2.0%
Value ($000) $31 Shares 239,200 Est. Cost $0.12 Unrealized
ASML ASML HOLDING NV 1.7%
Value ($000) $27 Shares 27,412 Est. Cost $0.60 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC 1.6%
Value ($000) $26 Shares 82,493 Est. Cost $166.07 Unrealized +78.1%
FTNT FORTINET INC. 1.6%
Value ($000) $25 Shares 364,984 Est. Cost $51.25 Unrealized +29.9%
LNG CHENIERE ENERGY INC 1.4%
Value ($000) $21 Shares 132,966 Est. Cost $148.61 Unrealized +8.2%
PIONEER NAT RES CO 1.2%
Value ($000) $19 Shares 73,218 Est. Cost $0.21 Unrealized
MA MASTERCARD INC 1.2%
Value ($000) $19 Shares 39,647 Est. Cost $314.81 Unrealized +43.8%
SPYV SPDR S&P 500 VALUE ETF 1.1%
Value ($000) $18 Shares 359,106 Est. Cost $9.10 Unrealized
AME AMETEK INC 1.1%
Value ($000) $18 Shares 98,135 Est. Cost $66.06 Unrealized +157.5%
KLAC KLA CORPORATION 1.1%
Value ($000) $18 Shares 25,246 Est. Cost $182.59 Unrealized +246.1%
BKNG BOOKING HOLDINGS INC 1.1%
Value ($000) $17 Shares 4,818 Est. Cost $2079.81 Unrealized +68.7%
WSM WILLIAMS-SONOMA INC 1.1%
Value ($000) $17 Shares 54,216 Est. Cost $61.77 Unrealized +82.8%
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value ($000) $16 Shares 37,576 Est. Cost $318.87 Unrealized +32.6%
ADBE ADOBE INC 0.9%
Value ($000) $15 Shares 29,357 Est. Cost $256.35 Unrealized +123.6%
COR CENCORA INC 0.9%
Value ($000) $14 Shares 58,711 Est. Cost $196.51 Unrealized +15.2%
BABA ALIBABA GROUP HOLDING LTD ADR 0.9%
Value ($000) $14 Shares 195,266 Est. Cost $0.07 Unrealized
VLTO VERALTO CORP 0.9%
Value ($000) $14 Shares 158,390 Est. Cost $81.02 Unrealized +1.5%
ARISTA NETWORKS 0.9%
Value ($000) $14 Shares 46,891 Est. Cost $0.17 Unrealized
CHE CHEMED CORP 0.8%
Value ($000) $12 Shares 18,506 Est. Cost $478.37 Unrealized +26.1%
APA APA CORP 0.7%
Value ($000) $12 Shares 341,148 Est. Cost $32.63 Unrealized -10.2%
PHM PULTEGROUP INC 0.7%
Value ($000) $11 Shares 95,085 Est. Cost $40.79 Unrealized +159.3%
MBGYY MERCEDES-BENZ GROUP AG 0.7%
Value ($000) $11 Shares 575,403 Est. Cost $0.02 Unrealized
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $11 Shares 56,760 Est. Cost $115.44 Unrealized +50.4%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $11 Shares 70,126 Est. Cost $126.07 Unrealized +19.2%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $11 Shares 65,645 Est. Cost $139.30 Unrealized +7.6%
IGSB ISHARES SHORT-TERM CORPORATE B 0.7%
Value ($000) $11 Shares 205,623 Est. Cost $54.68 Unrealized
EEFT EURONET WORLDWIDE INC 0.7%
Value ($000) $10 Shares 95,059 Est. Cost $104.90 Unrealized 0.0%
RS RELIANCE INC 0.6%
Value ($000) $10 Shares 29,945 Est. Cost $175.69 Unrealized +73.2%
JAZZ JAZZ PHARMACEUTICALS PLC 0.6%
Value ($000) $10 Shares 82,537 Est. Cost $145.50 Unrealized -15.8%
IVV ISHARES S&P 500 INDEX 0.6%
Value ($000) $10 Shares 18,470 Est. Cost $291.52 Unrealized
EXEL EXELIXIS INC. 0.6%
Value ($000) $10 Shares 406,037 Est. Cost $17.80 Unrealized +24.9%
HSBC HSBC HOLDINGS PLC 0.6%
Value ($000) $9 Shares 237,569 Est. Cost $24.39 Unrealized
MCD MCDONALDS 0.6%
Value ($000) $9 Shares 33,151 Est. Cost $227.78 Unrealized +22.0%
IWF ISHARES RUSSELL 1000 GROWTH 0.6%
Value ($000) $9 Shares 27,552 Est. Cost $166.25 Unrealized
GWW GRAINGER W W INC 0.6%
Value ($000) $9 Shares 9,064 Est. Cost $341.11 Unrealized +169.0%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $9 Shares 137,109 Est. Cost $61.23 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $9 Shares 182,277 Est. Cost $48.88 Unrealized -3.4%
ADSK AUTODESK INC 0.6%
Value ($000) $9 Shares 34,835 Est. Cost $202.97 Unrealized +24.7%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.6%
Value ($000) $9 Shares 21,460 Est. Cost $208.72 Unrealized +88.5%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $9 Shares 41,800 Est. Cost $122.26 Unrealized +47.5%
AYI ACUITY BRANDS INC 0.5%
Value ($000) $9 Shares 31,666 Est. Cost $129.26 Unrealized +86.5%
ACGL ARCH CAPITAL GROUP 0.5%
Value ($000) $8 Shares 91,457 Est. Cost $74.96 Unrealized +7.3%
QCOM QUALCOMM 0.5%
Value ($000) $8 Shares 49,669 Est. Cost $122.67 Unrealized +21.1%
WFC WELLS FARGO COMPANY 0.5%
Value ($000) $8 Shares 144,171 Est. Cost $40.18 Unrealized +24.8%
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $8 Shares 7,251 Est. Cost $54.33 Unrealized +28.7%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $8 Shares 70,323 Est. Cost $91.35 Unrealized +7.4%
DBX DROPBOX INC. 0.5%
Value ($000) $8 Shares 323,256 Est. Cost $22.72 Unrealized +23.3%
SPYG SPDR S&P 500 GROWTH ETF 0.5%
Value ($000) $8 Shares 106,126 Est. Cost $51.87 Unrealized
MTDR MATADOR RESOURCES COMPANY 0.5%
Value ($000) $7 Shares 112,179 Est. Cost $57.73 Unrealized +3.0%
T AT & T INC 0.5%
Value ($000) $7 Shares 424,370 Est. Cost $15.56 Unrealized +0.4%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $7 Shares 38,677 Est. Cost $115.01 Unrealized +50.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $7 Shares 14,898 Est. Cost $151.12 Unrealized +223.6%
ETSY ETSY INC. 0.5%
Value ($000) $7 Shares 106,290 Est. Cost $71.76 Unrealized 0.0%
AMGN AMGEN 0.5%
Value ($000) $7 Shares 25,490 Est. Cost $220.58 Unrealized +25.2%
TPR TAPESTRY INC 0.5%
Value ($000) $7 Shares 149,874 Est. Cost $36.68 Unrealized +12.0%
GSK GSK PLC 0.5%
Value ($000) $7 Shares 165,510 Est. Cost $20.03 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.5%
Value ($000) $7 Shares 108,077 Est. Cost $64.79 Unrealized
KR KROGER CO 0.4%
Value ($000) $7 Shares 121,673 Est. Cost $30.78 Unrealized +53.8%
EXPD EXPEDITORS INTL WASH 0.4%
Value ($000) $7 Shares 57,078 Est. Cost $120.65 Unrealized 0.0%
IHF ISHARES US HLTHCR PR ETF 0.4%
Value ($000) $7 Shares 126,958 Est. Cost $0.05 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.4%
Value ($000) $7 Shares 42,125 Est. Cost $122.44 Unrealized +30.9%
NVDA NVIDIA CORP 0.4%
Value ($000) $7 Shares 7,643 Est. Cost $24.39 Unrealized +197.0%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $7 Shares 9,380 Est. Cost $700.51 Unrealized +0.9%
XLF FINANCIAL SELECT SECTOR SPDR 0.4%
Value ($000) $7 Shares 160,632 Est. Cost $0.04 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 0.4%
Value ($000) $7 Shares 12,669 Est. Cost $250.78 Unrealized
SNA SNAP-ON INC 0.4%
Value ($000) $6 Shares 21,837 Est. Cost $217.22 Unrealized +24.3%
CRM SALESFORCE.COM INC. 0.4%
Value ($000) $6 Shares 21,293 Est. Cost $223.60 Unrealized +27.5%
TNET TRINET GROUP INC 0.4%
Value ($000) $6 Shares 48,234 Est. Cost $79.83 Unrealized +48.1%
ETR ENTERGY CORP 0.4%
Value ($000) $6 Shares 59,922 Est. Cost $46.38 Unrealized +2.8%
EBAY EBAY INC 0.4%
Value ($000) $6 Shares 118,481 Est. Cost $43.14 Unrealized +1.9%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $6 Shares 11,924 Est. Cost $365.49 Unrealized +31.8%
FNB FNB CORP 0.4%
Value ($000) $6 Shares 434,842 Est. Cost $10.34 Unrealized +22.4%
AFL AFLAC INC 0.4%
Value ($000) $6 Shares 71,090 Est. Cost $57.95 Unrealized +35.9%
ABBV ABBVIE INC 0.4%
Value ($000) $6 Shares 33,014 Est. Cost $152.51 Unrealized +6.2%
SEB SEABOARD CORP 0.4%
Value ($000) $6 Shares 1,820 Est. Cost $3737.63 Unrealized -8.4%
AXS AXIS CAPITAL HOLDINGS LTD 0.4%
Value ($000) $6 Shares 90,048 Est. Cost $53.34 Unrealized +8.9%
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $6 Shares 44,126 Est. Cost $121.60 Unrealized +11.8%
EOG EOG RESOURCES INC 0.4%
Value ($000) $6 Shares 45,718 Est. Cost $39.62 Unrealized +178.6%
FHN FIRST HORIZON NATIONAL CORP 0.4%
Value ($000) $6 Shares 375,700 Est. Cost $13.46 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL 0.4%
Value ($000) $6 Shares 62,635 Est. Cost $85.35 Unrealized -0.5%
CMCSA COMCAST CORP CL A 0.4%
Value ($000) $6 Shares 129,256 Est. Cost $33.00 Unrealized +23.1%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.4%
Value ($000) $6 Shares 174,714 Est. Cost $0.03 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.4%
Value ($000) $6 Shares 338,167 Est. Cost $6.99 Unrealized
GVI ISHARES BARCLAYS INT GOVT/CRED 0.4%
Value ($000) $6 Shares 53,270 Est. Cost $114.33 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $5 Shares 85,897 Est. Cost $43.10 Unrealized +21.9%
PAGP PLAINS GP HOLDINGS LP 0.3%
Value ($000) $5 Shares 283,720 Est. Cost $7.52 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $5 Shares 138,676 Est. Cost $32.36 Unrealized 0.0%
EG EVEREST GROUP LTD 0.3%
Value ($000) $5 Shares 12,943 Est. Cost $363.59 Unrealized 0.0%
WPC W P CAREY & CO LLC 0.3%
Value ($000) $5 Shares 90,578 Est. Cost $18.59 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $5 Shares 38,431 Est. Cost $73.44 Unrealized +57.6%
BAESY BAE SYSTEMS PLC 0.3%
Value ($000) $5 Shares 72,973 Est. Cost $22.09 Unrealized
BHP BHP BILLITON LTD SP ADR 0.3%
Value ($000) $5 Shares 86,850 Est. Cost $0.06 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $5 Shares 6,425 Est. Cost $215.32 Unrealized +226.3%
CVS CVS HEALTH CORP 0.3%
Value ($000) $5 Shares 62,599 Est. Cost $64.76 Unrealized +9.4%
LOW LOWES COMPANIES 0.3%
Value ($000) $5 Shares 19,389 Est. Cost $145.96 Unrealized +52.1%
STT STATE STREET CORPORATION 0.3%
Value ($000) $5 Shares 63,831 Est. Cost $63.97 Unrealized +8.7%
IWD ISHARES RUSSELL 1000 VALUE 0.3%
Value ($000) $5 Shares 27,507 Est. Cost $116.26 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASUR 0.3%
Value ($000) $5 Shares 101,952 Est. Cost $43.51 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $5 Shares 80,287 Est. Cost $29.17 Unrealized +94.4%
AEP AMERICAN ELECTRIC POWER 0.3%
Value ($000) $5 Shares 56,659 Est. Cost $74.37 Unrealized +2.2%
SWKS SKYWORKS SOLUTIONS INC. 0.3%
Value ($000) $5 Shares 44,894 Est. Cost $85.82 Unrealized +14.3%
CRBG COREBRIDGE FINANCIAL INC 0.3%
Value ($000) $5 Shares 168,954 Est. Cost $13.82 Unrealized +68.1%
NSA NATIONAL STORAGE AFFILIATES TR 0.3%
Value ($000) $5 Shares 123,716 Est. Cost $8.42 Unrealized
SUB ISHARES S&P SHORT TERM NATIONA 0.3%
Value ($000) $5 Shares 45,260 Est. Cost $100.99 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP 0.3%
Value ($000) $5 Shares 70,860 Est. Cost $56.73 Unrealized +1.6%
PNW PINNACLE WEST CAPITAL CP 0.3%
Value ($000) $5 Shares 62,532 Est. Cost $59.02 Unrealized +10.5%
EVRG EVERGY INC 0.3%
Value ($000) $5 Shares 85,794 Est. Cost $49.54 Unrealized -4.9%
NI NISOURCE INC 0.3%
Value ($000) $5 Shares 164,831 Est. Cost $24.99 Unrealized -0.6%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $5 Shares 62,205 Est. Cost $55.61 Unrealized +29.5%
ADT ADT CORP 0.3%
Value ($000) $4 Shares 650,533 Est. Cost $6.27 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MKT ETF 0.3%
Value ($000) $4 Shares 16,511 Est. Cost $118.01 Unrealized
APAM ARTISAN PARTNERS ASSET MANAGEM 0.3%
Value ($000) $4 Shares 91,959 Est. Cost $35.91 Unrealized 0.0%
VRTS VIRTUS INVESTMENT PARTNERS INC 0.3%
Value ($000) $4 Shares 16,714 Est. Cost $215.40 Unrealized 0.0%
CVX CHEVRON CORP 0.3%
Value ($000) $4 Shares 26,267 Est. Cost $119.61 Unrealized +16.2%
E ENI SPA ADR 0.3%
Value ($000) $4 Shares 129,731 Est. Cost $14.62 Unrealized
LEXINGTON INDUSTRIAL TRUST 0.3%
Value ($000) $4 Shares 451,234 Est. Cost $0.01 Unrealized
BP B P PLC-SPON ADR 0.3%
Value ($000) $4 Shares 107,420 Est. Cost $23.90 Unrealized
IGIB iSHARES INT-TERM CORP BOND ETF 0.3%
Value ($000) $4 Shares 77,734 Est. Cost $46.36 Unrealized
CAG CONAGRA FOODS INC 0.3%
Value ($000) $4 Shares 134,866 Est. Cost $31.70 Unrealized -18.9%
HUM HUMANA INC 0.3%
Value ($000) $4 Shares 11,401 Est. Cost $484.32 Unrealized -23.7%
CMI CUMMINS INC 0.2%
Value ($000) $4 Shares 13,286 Est. Cost $206.03 Unrealized +20.2%
MSM MSC INDUSTRIAL DIRECT 0.2%
Value ($000) $4 Shares 39,777 Est. Cost $93.79 Unrealized +4.5%
PNC PNC FINANCIAL 0.2%
Value ($000) $4 Shares 23,402 Est. Cost $141.13 Unrealized 0.0%
ALGONQUIN POWER & UTILITIES CO 0.2%
Value ($000) $4 Shares 173,902 Est. Cost $0.03 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.2%
Value ($000) $4 Shares 24,433 Est. Cost $160.27 Unrealized -14.9%
WMT WAL-MART STORES INC 0.2%
Value ($000) $4 Shares 60,278 Est. Cost $48.98 Unrealized +14.4%
BTI BRITISH AMERICAN TOBACCO PLC A 0.2%
Value ($000) $4 Shares 117,299 Est. Cost $26.03 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $4 Shares 27,323 Est. Cost $114.08 Unrealized 0.0%
AMCOR PLC 0.2%
Value ($000) $4 Shares 369,165 Est. Cost $8.45 Unrealized +3.2%
HPQ HP INC 0.2%
Value ($000) $3 Shares 115,259 Est. Cost $25.76 Unrealized +6.0%
NTAP NETAPP INC. 0.2%
Value ($000) $3 Shares 32,865 Est. Cost $61.66 Unrealized +44.7%
XP XP INC 0.2%
Value ($000) $3 Shares 132,977 Est. Cost $25.08 Unrealized 0.0%
VBK VANGUARD SMALL CAP GROWTH ETF 0.2%
Value ($000) $3 Shares 13,000 Est. Cost $0.25 Unrealized
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $3 Shares 27,238 Est. Cost $96.11 Unrealized +12.0%
SLF SUN LIFE FINANCIAL INC. 0.2%
Value ($000) $3 Shares 61,926 Est. Cost $52.90 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.2%
Value ($000) $3 Shares 43,006 Est. Cost $15.83 Unrealized +96.9%
OMC OMNICOM 0.2%
Value ($000) $3 Shares 33,026 Est. Cost $64.93 Unrealized +29.5%
RDN RADIAN GROUP INC 0.2%
Value ($000) $3 Shares 95,434 Est. Cost $19.35 Unrealized +43.8%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.2%
Value ($000) $3 Shares 5 Est. Cost $235306.12 Unrealized +152.4%
BKH BLACK HILLS CORP 0.2%
Value ($000) $3 Shares 57,657 Est. Cost $46.16 Unrealized +3.4%
SON SONOCO PRODUCTS COMPANY 0.2%
Value ($000) $3 Shares 54,106 Est. Cost $51.77 Unrealized +1.4%
WEC WISCONSIN ENERGY CORP 0.2%
Value ($000) $3 Shares 37,749 Est. Cost $79.62 Unrealized -5.5%
UGI UGI CORP 0.2%
Value ($000) $3 Shares 125,336 Est. Cost $24.02 Unrealized 0.0%
WF WOORI FINANCIAL GROUP 0.2%
Value ($000) $3 Shares 94,815 Est. Cost $0.03 Unrealized
KOF COCA-COLA FEMSA SAB DE CV 0.2%
Value ($000) $3 Shares 31,308 Est. Cost $53.01 Unrealized
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $3 Shares 93,530 Est. Cost $29.98 Unrealized -3.0%
TD TORONTO DOMINION BK 0.2%
Value ($000) $3 Shares 46,364 Est. Cost $60.40 Unrealized 0.0%
NNN NNN REIT, INC. 0.2%
Value ($000) $3 Shares 65,190 Est. Cost $0.04 Unrealized
SKM SK TELECOM LTD SPONSORED ADR 0.2%
Value ($000) $3 Shares 124,836 Est. Cost $0.02 Unrealized
WPP WPP PLC 0.2%
Value ($000) $3 Shares 56,113 Est. Cost $0.05 Unrealized
GRMN GARMIN LTD ADR 0.2%
Value ($000) $3 Shares 17,754 Est. Cost $93.57 Unrealized +36.4%
MET METLIFE INC 0.2%
Value ($000) $3 Shares 34,964 Est. Cost $51.22 Unrealized +28.9%
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $3 Shares 39,876 Est. Cost $62.01 Unrealized
ORI OLD REPUBLIC INTL 0.2%
Value ($000) $3 Shares 82,179 Est. Cost $11.53 Unrealized +112.1%
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $2 Shares 13,402 Est. Cost $152.10 Unrealized +10.4%
KTB KONTOOR BRANDS INC 0.2%
Value ($000) $2 Shares 40,814 Est. Cost $39.25 Unrealized +52.6%
PAYX PAYCHEX INC 0.2%
Value ($000) $2 Shares 20,012 Est. Cost $101.27 Unrealized +13.2%
GTY GETTY REALTY CORP 0.2%
Value ($000) $2 Shares 88,254 Est. Cost $0.03 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TR 0.2%
Value ($000) $2 Shares 49,017 Est. Cost $30.61 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD E 0.1%
Value ($000) $2 Shares 19,432 Est. Cost $87.91 Unrealized
UNILEVER PLC SPON ADR 0.1%
Value ($000) $2 Shares 46,516 Est. Cost $44.45 Unrealized
LADR LADDER CAPITAL CORP 0.1%
Value ($000) $2 Shares 206,329 Est. Cost $0.01 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $2 Shares 30,206 Est. Cost $62.94 Unrealized -0.6%
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.1%
Value ($000) $2 Shares 23,576 Est. Cost $40.16 Unrealized
GLW CORNING INC 0.1%
Value ($000) $2 Shares 65,588 Est. Cost $30.70 Unrealized -0.8%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $2 Shares 19,542 Est. Cost $77.86 Unrealized
BA BOEING CO 0.1%
Value ($000) $2 Shares 10,958 Est. Cost $257.43 Unrealized -20.2%
SLYV SPDR S&P 600 SMALL CAP VALUE E 0.1%
Value ($000) $2 Shares 24,760 Est. Cost $48.77 Unrealized
SHM SPDR BARCLAYS CAPITAL SHRT TER 0.1%
Value ($000) $2 Shares 42,106 Est. Cost $49.51 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI 0.1%
Value ($000) $2 Shares 18,566 Est. Cost $109.82 Unrealized
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $2 Shares 37,178 Est. Cost $51.24 Unrealized -10.6%
EME EMCOR GROUP INC 0.1%
Value ($000) $2 Shares 5,523 Est. Cost $136.35 Unrealized +96.1%
UMBF UMB FINL CORP 0.1%
Value ($000) $2 Shares 21,721 Est. Cost $51.28 Unrealized +58.6%
INTC INTEL CORP 0.1%
Value ($000) $2 Shares 40,770 Est. Cost $42.16 Unrealized +4.5%
ALSN ALLISON TRANSMISSION HOLDINGS 0.1%
Value ($000) $2 Shares 21,653 Est. Cost $40.62 Unrealized +62.3%
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $2 Shares 33,623 Est. Cost $62.10 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2 Shares 4,420 Est. Cost $244.57 Unrealized +42.5%
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $2 Shares 14,425 Est. Cost $47.06 Unrealized +92.9%
FIX COMFORT SYSTEMS USA INC 0.1%
Value ($000) $2 Shares 4,894 Est. Cost $116.68 Unrealized +117.5%
SUPN SUPERNUS PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 39,652 Est. Cost $29.81 Unrealized -0.1%
IBP INSTALLED BUILDING PRODUCTS 0.1%
Value ($000) $1 Shares 5,099 Est. Cost $109.17 Unrealized +90.7%
SPHD INVESCO S&P 500 HIGH DIV LOW V 0.1%
Value ($000) $1 Shares 28,623 Est. Cost $35.88 Unrealized
PEP PEPSICO 0.1%
Value ($000) $1 Shares 7,220 Est. Cost $84.91 Unrealized +85.2%
SCHB SCHWAB US BROAD MARKET ETF 0.1%
Value ($000) $1 Shares 20,280 Est. Cost $56.90 Unrealized
ATKR ATKORE INTL GROUP INC 0.1%
Value ($000) $1 Shares 6,459 Est. Cost $85.12 Unrealized +81.4%
MGY MAGNOLIA OIL & GAS CORP 0.1%
Value ($000) $1 Shares 46,993 Est. Cost $21.95 Unrealized -0.1%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1 Shares 3,540 Est. Cost $215.01 Unrealized
FISV FISERV INC 0.1%
Value ($000) $1 Shares 7,493 Est. Cost $56.57 Unrealized +157.4%
GDDY GODADDY INC 0.1%
Value ($000) $1 Shares 9,717 Est. Cost $87.28 Unrealized +27.5%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $1 Shares 18,934 Est. Cost $29.92 Unrealized
MEDP MEDPACE HOLDINGS 0.1%
Value ($000) $1 Shares 2,733 Est. Cost $145.81 Unrealized +141.1%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.1%
Value ($000) $1 Shares 17,911 Est. Cost $57.62 Unrealized
CP CANADIAN PACIFIC KANSAS CITY L 0.1%
Value ($000) $1 Shares 12,077 Est. Cost $75.65 Unrealized +9.5%
MLI MUELLER INDUSTRIES INC 0.1%
Value ($000) $1 Shares 19,151 Est. Cost $38.17 Unrealized +26.5%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1 Shares 6,628 Est. Cost $109.97 Unrealized +30.3%
USB US BANCORP 0.1%
Value ($000) $1 Shares 20,967 Est. Cost $35.56 Unrealized +8.7%
CROX CROCS INC 0.1%
Value ($000) $1 Shares 6,391 Est. Cost $104.15 Unrealized +9.4%
PATK PATRICK INDUSTRIES INC. 0.1%
Value ($000) $1 Shares 7,546 Est. Cost $45.03 Unrealized +54.3%
BRBR BELLRING BRANDS INC 0.1%
Value ($000) $1 Shares 15,266 Est. Cost $56.94 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1 Shares 1,510 Est. Cost $480.76 Unrealized +16.0%
CBZ CBIZ INC 0.1%
Value ($000) $1 Shares 11,148 Est. Cost $22.69 Unrealized +206.4%
BKE BUCKLE INC 0.1%
Value ($000) $1 Shares 21,556 Est. Cost $24.65 Unrealized +33.5%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 30,291 Est. Cost $35.69 Unrealized -30.9%
GPI GROUP 1 AUTOMOTIVE INC 0.1%
Value ($000) $1 Shares 2,819 Est. Cost $201.02 Unrealized +35.9%
IWB ISHARES RUSSELL 1000 INDEX 0.1%
Value ($000) $1 Shares 2,824 Est. Cost $171.74 Unrealized
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 10,271 Est. Cost $40.94 Unrealized
PBH PRESTIGE CONSUMER HEALTHCARE I 0.0%
Value ($000) $1 Shares 10,679 Est. Cost $59.29 Unrealized +12.8%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 3,383 Est. Cost $0.21 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 13,920 Est. Cost $27.40 Unrealized +74.6%
META META PLATFORMS INC. 0.0%
Value ($000) $1 Shares 1,570 Est. Cost $245.80 Unrealized +80.3%
RMBS RAMBUS INC 0.0%
Value ($000) $1 Shares 12,170 Est. Cost $36.90 Unrealized +71.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 32,885 Est. Cost $0.02 Unrealized
QQQ INVESCO QQQ TRUST SERIES1 0.0%
Value ($000) $1 Shares 1,664 Est. Cost $275.04 Unrealized
NXST NEXSTAR MEDIA GROUP 0.0%
Value ($000) $1 Shares 4,194 Est. Cost $144.41 Unrealized +6.9%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $1 Shares 1,483 Est. Cost $0.44 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $1 Shares 5,321 Est. Cost $72.89 Unrealized
AIT APPLIED INDUSTRIAL TECHNOLOGIE 0.0%
Value ($000) $1 Shares 3,434 Est. Cost $95.51 Unrealized +88.4%
DIA SPDR DOW JONES INDUSTRIAL AVER 0.0%
Value ($000) $1 Shares 1,681 Est. Cost $278.19 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $1 Shares 1,131 Est. Cost $163.99 Unrealized +2.0%
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $1 Shares 12,277 Est. Cost $53.46 Unrealized +2.7%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $1 Shares 10,294 Est. Cost $32.66 Unrealized +68.7%
CNM CORE & MAIN INC 0.0%
Value ($000) $1 Shares 11,154 Est. Cost $45.79 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 24,450 Est. Cost $21.70 Unrealized +8.9%
SYK STRYKER CORP 0.0%
Value ($000) $1 Shares 1,710 Est. Cost $274.84 Unrealized +20.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 55,697 Est. Cost $14.54 Unrealized -0.9%
ESGV VANGUARD ESG US STOCK ETF 0.0%
Value ($000) $1 Shares 6,488 Est. Cost $60.40 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 1,985 Est. Cost $139.85 Unrealized +91.4%
NVMI NOVA MEASURING INSTRUMENTS LTD 0.0%
Value ($000) $1 Shares 3,365 Est. Cost $99.77 Unrealized +58.3%
COKE COCA-COLA BOTTLING CO 0.0%
Value ($000) $1 Shares 701 Est. Cost $43.85 Unrealized +93.1%
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 4,362 Est. Cost $139.13 Unrealized
EXP EAGLE MATERIALS 0.0%
Value ($000) $1 Shares 2,134 Est. Cost $142.87 Unrealized +64.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 595 Est. Cost $627.37 Unrealized +50.7%
AMR ALPHA METALLURGICAL RESOURCES 0.0%
Value ($000) $1 Shares 1,667 Est. Cost $160.19 Unrealized +128.9%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 2,692 Est. Cost $86.57 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $1 Shares 7,395 Est. Cost $61.34 Unrealized +9.6%
ASO ACADEMY SPORT AND OUTDOORS INC 0.0%
Value ($000) $1 Shares 7,881 Est. Cost $41.73 Unrealized +58.7%
YELP YELP INC 0.0%
Value ($000) $1 Shares 13,330 Est. Cost $31.21 Unrealized +32.8%
SM SM ENERGY CO 0.0%
Value ($000) $1 Shares 10,494 Est. Cost $29.45 Unrealized +31.5%
BERRY GLOBAL GROUP INC 0.0%
Value ($000) $1 Shares 8,369 Est. Cost $0.06 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 1,179 Est. Cost $180.20 Unrealized +137.1%
SF STIFEL FINL CORP 0.0%
Value ($000) $1 Shares 6,415 Est. Cost $60.62 Unrealized +17.7%
NAVI NAVIENT CORP 0.0%
Value ($000) $0 Shares 28,578 Est. Cost $16.47 Unrealized +2.3%
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $0 Shares 21,650 Est. Cost $13.77 Unrealized +44.8%
ARCB ARCBEST CORP 0.0%
Value ($000) $0 Shares 3,370 Est. Cost $80.82 Unrealized +60.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $0 Shares 2,923 Est. Cost $88.43 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $158.08 Unrealized +75.8%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4,167 Est. Cost $130.72 Unrealized -8.8%
CNO CNO FINANCIAL GROUP 0.0%
Value ($000) $0 Shares 16,931 Est. Cost $21.33 Unrealized +22.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $0 Shares 2,258 Est. Cost $172.33 Unrealized +4.9%
DIS DISNEY WALT CO DEL 0.0%
Value ($000) $0 Shares 3,768 Est. Cost $100.07 Unrealized +2.3%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $0 Shares 1,820 Est. Cost $222.04 Unrealized +5.5%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $0 Shares 7,044 Est. Cost $58.87 Unrealized 0.0%
BN BROOKFIELD CORP CL A 0.0%
Value ($000) $0 Shares 10,676 Est. Cost $21.90 Unrealized +21.6%
CMC COMMERCIAL METAL 0.0%
Value ($000) $0 Shares 7,585 Est. Cost $37.51 Unrealized +37.5%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $0 Shares 3,920 Est. Cost $95.48 Unrealized +16.0%
UFPI UFP INDUSTRIES, INC 0.0%
Value ($000) $0 Shares 3,617 Est. Cost $83.74 Unrealized +38.7%
DHR DANAHER CORP 0.0%
Value ($000) $0 Shares 1,778 Est. Cost $128.15 Unrealized +88.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 9,997 Est. Cost $29.49 Unrealized +21.1%
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 3,412 Est. Cost $91.22 Unrealized +23.2%
FDIQ INVESCO KBW REGIONAL BANKING E 0.0%
Value ($000) $0 Shares 8,290 Est. Cost $0.04 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $0 Shares 1,996 Est. Cost $170.08 Unrealized
ATEN A10 NETWORKS INC 0.0%
Value ($000) $0 Shares 30,446 Est. Cost $13.35 Unrealized -2.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 3,247 Est. Cost $91.20 Unrealized +18.0%
GMS INC 0.0%
Value ($000) $0 Shares 4,210 Est. Cost $0.07 Unrealized
SKY SKYLINE CHAMPION CORP 0.0%
Value ($000) $0 Shares 4,786 Est. Cost $65.43 Unrealized +18.0%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $0 Shares 1,970 Est. Cost $107.80 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC. 0.0%
Value ($000) $0 Shares 5,757 Est. Cost $42.13 Unrealized +63.5%
IAU ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $0 Shares 9,210 Est. Cost $30.30 Unrealized
OXM OXFORD INDUSTRIES INC 0.0%
Value ($000) $0 Shares 3,412 Est. Cost $97.35 Unrealized +3.3%
EXTR EXTREME NETWORKS INC. 0.0%
Value ($000) $0 Shares 33,090 Est. Cost $19.31 Unrealized -29.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 1,328 Est. Cost $158.21 Unrealized +63.1%
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 695 Est. Cost $149.28 Unrealized +237.3%
JBI JANUS INTERNATIONAL GROUP INC 0.0%
Value ($000) $0 Shares 23,160 Est. Cost $14.54 Unrealized 0.0%
BEACON ROOFING SUPPLY INC. 0.0%
Value ($000) $0 Shares 3,553 Est. Cost $0.08 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $0 Shares 760 Est. Cost $417.20 Unrealized -0.3%
EIG EMPLOYERS HOLDINGS 0.0%
Value ($000) $0 Shares 7,596 Est. Cost $36.31 Unrealized +11.9%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $0 Shares 635 Est. Cost $403.76 Unrealized +35.4%
SGOV ISHARES 0-3 MONTH TREASURY ETF 0.0%
Value ($000) $0 Shares 3,395 Est. Cost $0.10 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $0 Shares 9,317 Est. Cost $31.90 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 5,251 Est. Cost $59.22 Unrealized -6.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,506 Est. Cost $182.97 Unrealized +10.5%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $0 Shares 7,633 Est. Cost $31.00 Unrealized +15.9%
CTRA COTERRA ENERGY INC. 0.0%
Value ($000) $0 Shares 11,450 Est. Cost $14.34 Unrealized +67.5%
SPDW SPDR PORTFOLIO WORLD ex-US 0.0%
Value ($000) $0 Shares 8,850 Est. Cost $0.03 Unrealized
COLL COLLEGIUM PHARMACEUTICAL INC. 0.0%
Value ($000) $0 Shares 8,141 Est. Cost $34.99 Unrealized 0.0%
SOLARWINDS INC. 0.0%
Value ($000) $0 Shares 24,937 Est. Cost $0.01 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $0 Shares 20,671 Est. Cost $14.99 Unrealized -0.9%
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 19,147 Est. Cost $15.07 Unrealized 0.0%
FRONTDOOR INC 0.0%
Value ($000) $0 Shares 9,302 Est. Cost $0.03 Unrealized
KFY KORN/FERRY INTERNATIONAL 0.0%
Value ($000) $0 Shares 4,595 Est. Cost $49.11 Unrealized +17.1%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $0 Shares 3,254 Est. Cost $80.35 Unrealized +7.5%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $0 Shares 5,528 Est. Cost $52.04 Unrealized -11.3%
INMD INMODE LTD 0.0%
Value ($000) $0 Shares 13,491 Est. Cost $28.30 Unrealized -21.0%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $194.65 Unrealized +1.3%
KLIC KULICKE AND SOFFA INDUSTRIES I 0.0%
Value ($000) $0 Shares 5,536 Est. Cost $44.56 Unrealized +8.0%
UTL UNITIL CORP 0.0%
Value ($000) $0 Shares 5,320 Est. Cost $54.00 Unrealized -6.8%
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $0 Shares 3,908 Est. Cost $0.07 Unrealized
USO UNITED STATES OIL FUND LP ETF 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $74.00 Unrealized
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $0 Shares 7,020 Est. Cost $34.19 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 9,565 Est. Cost $32.94 Unrealized -23.1%
CLBT CELLEBRITE DI LTD 0.0%
Value ($000) $0 Shares 24,571 Est. Cost $10.21 Unrealized 0.0%
UTHR UNITED THERAPEUTIC DEL 0.0%
Value ($000) $0 Shares 1,177 Est. Cost $208.05 Unrealized +8.5%
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $0 Shares 2,520 Est. Cost $83.51 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 661 Est. Cost $302.56 Unrealized +24.9%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 5,313 Est. Cost $73.90 Unrealized
ARW ARROW ELECTRONICS 0.0%
Value ($000) $0 Shares 1,991 Est. Cost $119.52 Unrealized -2.1%
VIG VANGUARD DIVIDEND APPREC 0.0%
Value ($000) $0 Shares 1,349 Est. Cost $0.17 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 3,205 Est. Cost $25.00 Unrealized +14.2%
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $0 Shares 2,975 Est. Cost $65.72 Unrealized
CHTR CHARTER COMMUNCTNS DEL CL A 0.0%
Value ($000) $0 Shares 818 Est. Cost $407.77 Unrealized -21.2%
NWE NORTHWESTERN CORP 0.0%
Value ($000) $0 Shares 4,628 Est. Cost $47.18 Unrealized -5.9%
HBNC HORIZON BANCORP 0.0%
Value ($000) $0 Shares 18,149 Est. Cost $16.33 Unrealized -21.9%
RSP INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $0 Shares 1,374 Est. Cost $111.25 Unrealized
MBUU MALIBU BOATS INC 0.0%
Value ($000) $0 Shares 5,188 Est. Cost $61.94 Unrealized -26.0%
GUGGENHEIM S&P 500 PURE GROWTH 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $0.04 Unrealized
TSLA TESLA, INC. 0.0%
Value ($000) $0 Shares 1,243 Est. Cost $199.92 Unrealized -2.3%
SNPS SYNOPSYS 0.0%
Value ($000) $0 Shares 379 Est. Cost $550.38 Unrealized 0.0%
IWV ISHARES TR RUSSELL 3000 0.0%
Value ($000) $0 Shares 720 Est. Cost $0.30 Unrealized
NYF ISHARES NY MUNI BD ETF 0.0%
Value ($000) $0 Shares 4,016 Est. Cost $0.05 Unrealized
BHB BAR HARBOR BANKSHARES 0.0%
Value ($000) $0 Shares 8,042 Est. Cost $23.80 Unrealized +0.5%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $0 Shares 845 Est. Cost $144.24 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $0 Shares 568 Est. Cost $311.07 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 909 Est. Cost $202.90 Unrealized 0.0%
UNP UNION PACIFIC 0.0%
Value ($000) $0 Shares 837 Est. Cost $209.24 Unrealized +12.6%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $0 Shares 2,287 Est. Cost $74.21 Unrealized +10.3%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1,063 Est. Cost $0.19 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $0 Shares 586 Est. Cost $312.68 Unrealized +13.5%
CEG CONSTELLATION ENERGY GROUP INC 0.0%
Value ($000) $0 Shares 1,082 Est. Cost $140.32 Unrealized 0.0%
CALC CALCIMEDICA INC 0.0%
Value ($000) $0 Shares 46,000 Est. Cost $3.21 Unrealized +41.5%
SGMO SANGAMO BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 78,260 Est. Cost $5.14 Unrealized -85.9%
TNYYF TINYBEANS GROUP PTY LTD 0.0%
Value ($000) $0 Shares 125,000 Est. Cost $0.11 Unrealized -8.5%
NEWH NEWHYDROGEN INC 0.0%
Value ($000) $0 Shares 200,000 Est. Cost $0.04 Unrealized -79.8%
LLKKF LAKE RESOURCES NL 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.15 Unrealized -94.1%
CONTIFINANCIAL LIQ TR UNIT BEN 0.0%
Value ($000) $0 Shares 46,800 Est. Cost Unrealized
CSBF CONSOLIDATED BIOFUELS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
MYFT MYFREIGHTWORLD TECHNOLOGIES 0.0%
Value ($000) $0 Shares 187,875 Est. Cost $0.00 Unrealized -98.4%
TOME CAP INC - REGISTRATION RE 0.0%
Value ($000) $0 Shares 21,000 Est. Cost Unrealized
GOSY GECKOSYSTEMS INTL 0.0%
Value ($000) $0 Shares 1,999,901 Est. Cost $0.00 Unrealized 0.0%
EPEO E'PRIME AEROSPACE CORPORATION 0.0%
Value ($000) $0 Shares 19,000 Est. Cost $0.00 Unrealized -93.6%