Laffer Tengler Investments, Inc. Diversified Active

CIK: 0001307878 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $376,921 (100.0% shares, 0.0% debt)

Holdings (385)

AVGO BROADCOM INC 2.7%
Value ($000) $10,133 Shares 11,682 Est. Cost $68.73 Unrealized 0.0%
MSFT MICROSOFT CORP 2.6%
Value ($000) $9,717 Shares 28,535 Est. Cost $218.46 Unrealized +40.6%
LAM RESEARCH CORP 1.9%
Value ($000) $7,255 Shares 11,286 Est. Cost $357015.30 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $6,913 Shares 41,767 Est. Cost $133.24 Unrealized +11.7%
HD HOME DEPOT INC 1.8%
Value ($000) $6,612 Shares 21,284 Est. Cost $247.00 Unrealized +11.9%
STLD STEEL DYNAMICS INC 1.7%
Value ($000) $6,533 Shares 59,970 Est. Cost $69.80 Unrealized +40.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.7%
Value ($000) $6,491 Shares 66,265 Est. Cost $92.28 Unrealized 0.0%
ABBV ABBVIE INC 1.7%
Value ($000) $6,287 Shares 46,664 Est. Cost $133.70 Unrealized 0.0%
AAPL APPLE INC 1.6%
Value ($000) $6,174 Shares 31,831 Est. Cost $134.70 Unrealized +27.7%
CVX CHEVRON CORP 1.6%
Value ($000) $6,031 Shares 38,331 Est. Cost $117.17 Unrealized +22.3%
TXN TEXAS INSTRUMENTS INC 1.5%
Value ($000) $5,732 Shares 31,842 Est. Cost $125.87 Unrealized +26.4%
EOG EOG RESOURCES INC 1.5%
Value ($000) $5,649 Shares 49,361 Est. Cost $104.44 Unrealized 0.0%
ORCL ORACLE CORP 1.4%
Value ($000) $5,443 Shares 45,709 Est. Cost $100.39 Unrealized 0.0%
ON SEMICONDUCTOR CORP 1.4%
Value ($000) $5,357 Shares 1,173 Est. Cost $4566.50 Unrealized
PSA PUBLIC STORAGE INC 1.4%
Value ($000) $5,188 Shares 17,773 Est. Cost $260.93 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $5,050 Shares 34,724 Est. Cost $129.66 Unrealized 0.0%
PIONEER NATURAL RESOURCES CO 1.3%
Value ($000) $4,967 Shares 2,255 Est. Cost $2202.61 Unrealized
MCD MCDONALDS CORP 1.3%
Value ($000) $4,826 Shares 16,172 Est. Cost $203.47 Unrealized +34.2%
NOW SERVICENOW INC 1.2%
Value ($000) $4,629 Shares 8,238 Est. Cost $99.98 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $4,621 Shares 14,327 Est. Cost $307.90 Unrealized 0.0%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 1.2%
Value ($000) $4,477 Shares 88,348 Est. Cost $50.67 Unrealized
WELLS FARGO CO PERP CONV PFD A 1.2%
Value ($000) $4,399 Shares 3,819 Est. Cost $770567.44 Unrealized
NXPI NXP SEMICONDUCTORS NV 1.2%
Value ($000) $4,380 Shares 21,401 Est. Cost $169.19 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 1.1%
Value ($000) $4,291 Shares 2,006 Est. Cost $27.78 Unrealized +42.4%
ARES CAPITAL CORP 1.1%
Value ($000) $4,093 Shares 3,945 Est. Cost $1037.44 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $4,024 Shares 22,448 Est. Cost $122.45 Unrealized +26.2%
WMT WAL-MART INC 1.1%
Value ($000) $3,962 Shares 25,209 Est. Cost $42.95 Unrealized +14.0%
BANK OF AMERICA CORP 1.0%
Value ($000) $3,928 Shares 3,364 Est. Cost $1027947.75 Unrealized
ITW ILLINOIS TOOL WORKS INC 1.0%
Value ($000) $3,921 Shares 15,673 Est. Cost $197.80 Unrealized +11.0%
LHX L3HARRIS TECHNOLOGIES INC 1.0%
Value ($000) $3,745 Shares 19,128 Est. Cost $211.03 Unrealized -14.3%
FORD MOTOR CO 1.0%
Value ($000) $3,657 Shares 3,339 Est. Cost $1095.25 Unrealized
SOUTHWEST AIRLINES CO 1.0%
Value ($000) $3,652 Shares 3,158 Est. Cost $1156.45 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 1.0%
Value ($000) $3,620 Shares 28,743 Est. Cost $126.46 Unrealized -12.7%
KKR & CO INC 6 PERCENT MCONV PFD C 1.0%
Value ($000) $3,602 Shares 54,506 Est. Cost $66.08 Unrealized
MDT MEDTRONIC PLC 1.0%
Value ($000) $3,598 Shares 40,841 Est. Cost $79.38 Unrealized 0.0%
CB CHUBB LIMITED 0.9%
Value ($000) $3,450 Shares 17,915 Est. Cost $189.85 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $3,448 Shares 66,643 Est. Cost $45.51 Unrealized 0.0%
NEW MOUNTAIN FINANCE CORP 0.9%
Value ($000) $3,414 Shares 3,280 Est. Cost $1040.97 Unrealized
NISOURCE INC UNIT 12/01/23 0.9%
Value ($000) $3,406 Shares 33,635 Est. Cost $101.27 Unrealized
AMZN AMAZON.COM INC 0.9%
Value ($000) $3,389 Shares 25,995 Est. Cost $119.74 Unrealized -4.6%
XYL XYLEM INC 0.9%
Value ($000) $3,377 Shares 29,990 Est. Cost $102.49 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.8%
Value ($000) $3,131 Shares 23,838 Est. Cost $120.96 Unrealized 0.0%
KO COCA-COLA CO 0.8%
Value ($000) $3,083 Shares 51,197 Est. Cost $50.20 Unrealized +14.3%
NRG ENERGY INC 0.8%
Value ($000) $3,042 Shares 2,864 Est. Cost $1062.25 Unrealized
WESTERN DIGITAL CORP 0.8%
Value ($000) $2,939 Shares 2,991 Est. Cost $982.60 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,913 Shares 19,199 Est. Cost $125.65 Unrealized +12.5%
BLACKSTONE MORTGAGE TRUST INC 0.8%
Value ($000) $2,889 Shares 3,245 Est. Cost $890.24 Unrealized
TYLER TECHNOLOGIES INC. 0.8%
Value ($000) $2,885 Shares 2,786 Est. Cost $1035.36 Unrealized
TGT TARGET CORP 0.8%
Value ($000) $2,880 Shares 21,832 Est. Cost $134.98 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $2,774 Shares 10,859 Est. Cost $73.84 Unrealized +40.9%
INTERPUBLIC GROUP COS INC 0.7%
Value ($000) $2,773 Shares 71,868 Est. Cost $30.66 Unrealized +10.7%
SPLUNK INC 0.7%
Value ($000) $2,641 Shares 2,618 Est. Cost $1008.68 Unrealized
FTI CONSULTING INC 0.7%
Value ($000) $2,614 Shares 1,382 Est. Cost $1891.15 Unrealized
PROSPECT CAP CORP 0.7%
Value ($000) $2,598 Shares 2,517 Est. Cost $1032.11 Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $2,569 Shares 12,381 Est. Cost $173.77 Unrealized +1.0%
AES CORP 02/15/24 0.7%
Value ($000) $2,520 Shares 30,979 Est. Cost $81.35 Unrealized
FTNT FORTINET INC 0.7%
Value ($000) $2,485 Shares 32,874 Est. Cost $68.00 Unrealized 0.0%
BOOKING HOLDINGS INC 0.7%
Value ($000) $2,479 Shares 1,650 Est. Cost $1502.71 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.7%
Value ($000) $2,470 Shares 49,681 Est. Cost $42.52 Unrealized 0.0%
AKAMAI TECHNOLOGIES INC 0.6%
Value ($000) $2,417 Shares 2,488 Est. Cost $971.39 Unrealized
UGI CORP UNIT 06/01/24 0.6%
Value ($000) $2,396 Shares 36,181 Est. Cost $55264.07 Unrealized
BLOCK INC 0.6%
Value ($000) $2,379 Shares 2,517 Est. Cost $945.24 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $2,336 Shares 23,586 Est. Cost $97.26 Unrealized +0.0%
HALOZYME THERAPEUTICS INC 0.6%
Value ($000) $2,159 Shares 2,586 Est. Cost $834.93 Unrealized
MICROCHIP TECHNOLOGY INC 0.6%
Value ($000) $2,145 Shares 1,891 Est. Cost $1134.36 Unrealized
EQIX EQUINIX INC 0.6%
Value ($000) $2,117 Shares 2,700 Est. Cost $692.48 Unrealized 0.0%
NICE LTD 0.5%
Value ($000) $2,061 Shares 2,126 Est. Cost $969.50 Unrealized
FLTR VANECK ETF TR 0.5%
Value ($000) $2,050 Shares 81,178 Est. Cost $25.25 Unrealized
JAZZ INVESTMENTS I LTD 0.5%
Value ($000) $2,007 Shares 2,080 Est. Cost $965.01 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,963 Shares 5,756 Est. Cost $315.46 Unrealized +3.5%
TSLA TESLA INC 0.5%
Value ($000) $1,900 Shares 7,260 Est. Cost $199.96 Unrealized 0.0%
PARSONS CORP 0.5%
Value ($000) $1,859 Shares 1,617 Est. Cost $1149.75 Unrealized
REGN REGENERON PHARMACEUTICALS 0.5%
Value ($000) $1,763 Shares 2,454 Est. Cost $766.75 Unrealized 0.0%
BOFA FIN LLC 0.5%
Value ($000) $1,729 Shares 1,500 Est. Cost $1152.98 Unrealized
WINNEBAGO 1.500 PERCENT 04/01/25 0.5%
Value ($000) $1,724 Shares 1,427 Est. Cost $1207.99 Unrealized
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $1,721 Shares 3,197 Est. Cost $487.14 Unrealized 0.0%
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,713 Shares 5,615 Est. Cost $253.08 Unrealized +11.2%
ILLUMINA INC 0.4%
Value ($000) $1,686 Shares 1,698 Est. Cost $992.69 Unrealized
GLW CORNING INC 0.4%
Value ($000) $1,649 Shares 47,054 Est. Cost $33.13 Unrealized -7.6%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,609 Shares 9,239 Est. Cost $126.87 Unrealized +23.1%
J JACOBS SOLUTIONS INC 0.4%
Value ($000) $1,555 Shares 13,081 Est. Cost $93.17 Unrealized 0.0%
ENPHASE ENERGY INC 0.4%
Value ($000) $1,491 Shares 1,585 Est. Cost $941.00 Unrealized
AMG CAPITAL TR II 5.15 CONV PFD 0.4%
Value ($000) $1,477 Shares 29,107 Est. Cost $50.76 Unrealized
CRM SALESFORCE.COM INC 0.4%
Value ($000) $1,443 Shares 6,829 Est. Cost $201.68 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.4%
Value ($000) $1,410 Shares 1,476 Est. Cost $61.07 Unrealized 0.0%
GOOGL ALPHABET INC CAP STOCK CL A 0.4%
Value ($000) $1,377 Shares 11,501 Est. Cost $114.24 Unrealized 0.0%
PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,351 Shares 525 Est. Cost $2574.10 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $1,337 Shares 2,734 Est. Cost $402.84 Unrealized 0.0%
IGEB ISHARES INVESTMENT GRADE BOND FACTOR ETF 0.4%
Value ($000) $1,326 Shares 29,996 Est. Cost $44.19 Unrealized
STARWOOD PROPERTY TR INC 0.3%
Value ($000) $1,238 Shares 1,211 Est. Cost $1022.02 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $1,226 Shares 17,570 Est. Cost $58.70 Unrealized +7.7%
LULU LULULEMON 0.3%
Value ($000) $1,083 Shares 2,861 Est. Cost $321.48 Unrealized +14.8%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $1,045 Shares 18,889 Est. Cost $55.33 Unrealized
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $1,040 Shares 18,351 Est. Cost $62.22 Unrealized -18.9%
LUMENTUM HOLDINGS INC 0.3%
Value ($000) $1,028 Shares 1,159 Est. Cost $887.22 Unrealized
EXPEDIA GROUP INC 0.3%
Value ($000) $1,017 Shares 1,158 Est. Cost $878.29 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value ($000) $1,012 Shares 25,304 Est. Cost $36.76 Unrealized 0.0%
BENTLEY SYSTEMS INC 0.3%
Value ($000) $961 Shares 933 Est. Cost $1029.70 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND 0.3%
Value ($000) $952 Shares 19,746 Est. Cost $48.21 Unrealized
CMCSA COMCAST CORP CL A 0.3%
Value ($000) $950 Shares 22,853 Est. Cost $36.65 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND 0.3%
Value ($000) $948 Shares 18,886 Est. Cost $56538.11 Unrealized
AMERICAN ELECTRIC POWER CO INC UNIT 08/15/23 0.2%
Value ($000) $940 Shares 19,000 Est. Cost $49.48 Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.2%
Value ($000) $934 Shares 5,817 Est. Cost $144.91 Unrealized 0.0%
V VISA INC CL A 0.2%
Value ($000) $930 Shares 3,918 Est. Cost $224.44 Unrealized 0.0%
BBY BEST BUY INC 0.2%
Value ($000) $924 Shares 11,273 Est. Cost $74.03 Unrealized -11.4%
FOXA FOX CORP CL A 0.2%
Value ($000) $826 Shares 24,299 Est. Cost $31.66 Unrealized 0.0%
CLX CLOROX CO 0.2%
Value ($000) $783 Shares 4,922 Est. Cost $147.59 Unrealized 0.0%
LOW LOWES COS INC 0.2%
Value ($000) $780 Shares 3,458 Est. Cost $179.26 Unrealized +10.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $761 Shares 8,526 Est. Cost $144.70 Unrealized -36.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $754 Shares 3,410 Est. Cost $41.54 Unrealized +5.3%
NSP INSPERITY INC 0.2%
Value ($000) $712 Shares 5,983 Est. Cost $109.10 Unrealized 0.0%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $711 Shares 14,698 Est. Cost $45.45 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $700 Shares 9,937 Est. Cost $73909.94 Unrealized
DKS DICKS SPORTING GOODS INC 0.2%
Value ($000) $694 Shares 5,253 Est. Cost $104.32 Unrealized +22.8%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $692 Shares 9,153 Est. Cost $66.18 Unrealized +4.7%
MKC MCCORMICK & CO INC NON VTG 0.2%
Value ($000) $689 Shares 7,895 Est. Cost $81.79 Unrealized +1.2%
PHM PULTE GROUP INC 0.2%
Value ($000) $688 Shares 8,859 Est. Cost $47.58 Unrealized +39.5%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $674 Shares 8,745 Est. Cost $60.71 Unrealized +19.6%
SLAB SILICON LABORATORIES INC 0.2%
Value ($000) $657 Shares 4,162 Est. Cost $132.47 Unrealized +14.0%
FXE INVESCO CURRENCYSHARES EURO TRUST 0.2%
Value ($000) $627 Shares 6,224 Est. Cost $100.81 Unrealized
NVR NVR INC 0.2%
Value ($000) $622 Shares 98 Est. Cost $5820.19 Unrealized 0.0%
SGOL ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 0.2%
Value ($000) $621 Shares 33,808 Est. Cost $18.37 Unrealized
MOH MOLINA HEALTHCARE INC 0.2%
Value ($000) $619 Shares 2,054 Est. Cost $287.45 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $617 Shares 1,458 Est. Cost $33.17 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS & FRAGRANCES 0.2%
Value ($000) $610 Shares 7,666 Est. Cost $80.10 Unrealized 0.0%
SIVR ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS 0.2%
Value ($000) $607 Shares 27,770 Est. Cost $9210.35 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $597 Shares 10,128 Est. Cost $25.68 Unrealized 0.0%
LIN LINDE PLC 0.2%
Value ($000) $589 Shares 1,545 Est. Cost $352.90 Unrealized 0.0%
EPRF INNOVATOR ETFS TR S&P INVT GRD PFD 0.2%
Value ($000) $571 Shares 31,152 Est. Cost $18.34 Unrealized
EME EMCOR GROUP INC 0.1%
Value ($000) $563 Shares 3,048 Est. Cost $166.16 Unrealized 0.0%
FXY INVESCO CURRENCYSHARES JAPANESE YEN TRUST 0.1%
Value ($000) $563 Shares 8,718 Est. Cost $64.54 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.1%
Value ($000) $560 Shares 30,418 Est. Cost $13439.05 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $556 Shares 4,577 Est. Cost $121.53 Unrealized
BJ BJS WHSL CLUB HOLDINGS INC 0.1%
Value ($000) $553 Shares 8,777 Est. Cost $69.16 Unrealized 0.0%
LFUS LITTELFUSE INC 0.1%
Value ($000) $513 Shares 1,762 Est. Cost $263.67 Unrealized -0.7%
NRG NRG ENERGY INC. 0.1%
Value ($000) $505 Shares 13,518 Est. Cost $32.10 Unrealized 0.0%
LIT GLOBAL X FDS LITHIUM BTRY ETF 0.1%
Value ($000) $490 Shares 7,539 Est. Cost $65.02 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.1%
Value ($000) $472 Shares 4,413 Est. Cost $108.23 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $467 Shares 9,401 Est. Cost $49.72 Unrealized
OILK PROSHARES TR K1 FRE CRD OIL 0.1%
Value ($000) $463 Shares 11,379 Est. Cost $40.66 Unrealized
PARAMOUNT GLOBAL 5.75 PERCENT CONV PFD A 0.1%
Value ($000) $462 Shares 20,100 Est. Cost $23.00 Unrealized
CORN TEUCRIUM COMMODITY TR CORN FD SHS 0.1%
Value ($000) $443 Shares 19,956 Est. Cost $22.19 Unrealized
TECK TECK RESOURCES LTD CL B 0.1%
Value ($000) $441 Shares 10,464 Est. Cost $32.16 Unrealized +33.6%
RJF RAYMOND JAMES FINANCIAL INC 0.1%
Value ($000) $436 Shares 4,205 Est. Cost $106.86 Unrealized -16.5%
GIS GENERAL MILLS INC 0.1%
Value ($000) $434 Shares 5,654 Est. Cost $53.96 Unrealized +43.6%
EVR EVERCORE INC CLASS A 0.1%
Value ($000) $419 Shares 3,388 Est. Cost $110.37 Unrealized 0.0%
GOOG ALPHABET INC CAP STOCK CL C 0.1%
Value ($000) $419 Shares 3,460 Est. Cost $114.89 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $417 Shares 5,808 Est. Cost $64.43 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP UNIT PART IN 0.1%
Value ($000) $405 Shares 6,911 Est. Cost $60.14 Unrealized 0.0%
REG REGENCY CENTERS CORP 0.1%
Value ($000) $392 Shares 6,350 Est. Cost $50.77 Unrealized +5.0%
FOX FOX CORP CL B 0.1%
Value ($000) $387 Shares 12,132 Est. Cost $29.23 Unrealized 0.0%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $387 Shares 4,554 Est. Cost $33.03 Unrealized +14.9%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $375 Shares 847 Est. Cost $443.28 Unrealized
TAP MOLSON COORS BREWING 0.1%
Value ($000) $372 Shares 5,649 Est. Cost $56.78 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $370 Shares 536 Est. Cost $691.14 Unrealized
JBL JABIL INC 0.1%
Value ($000) $365 Shares 3,380 Est. Cost $65.95 Unrealized +32.7%
RF REGIONS FINL CORP 0.1%
Value ($000) $355 Shares 19,930 Est. Cost $15.61 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $353 Shares 3,229 Est. Cost $95.91 Unrealized 0.0%
FMPXX FIDELITY INST CASH PORTFOLIOS MMKT CL I 0.1%
Value ($000) $351 Shares 351,442 Est. Cost $1.00 Unrealized
LOPE GRAND CANYON ED INC 0.1%
Value ($000) $351 Shares 3,397 Est. Cost $109.88 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $351 Shares 7,613 Est. Cost $40.56 Unrealized +5.4%
HPE HEWLETT PACKARD ENTERPRISE CO 0.1%
Value ($000) $337 Shares 20,061 Est. Cost $14.20 Unrealized 0.0%
ARISTA NETWORKS INC 0.1%
Value ($000) $332 Shares 2,051 Est. Cost $121134.97 Unrealized
PWR QUANTA SERVICES 0.1%
Value ($000) $330 Shares 1,680 Est. Cost $173.93 Unrealized 0.0%
KRBN KRANESHARES TR GLOBAL CARB STRA 0.1%
Value ($000) $329 Shares 8,684 Est. Cost $16643.52 Unrealized
XOM EXXON MOBILE CORP 0.1%
Value ($000) $319 Shares 2,976 Est. Cost $99.61 Unrealized 0.0%
PGMSX T ROWE PRICE GLOBAL MULTI-SECT CL I 0.1%
Value ($000) $316 Shares 32,840 Est. Cost $9.63 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $314 Shares 654 Est. Cost $464.88 Unrealized 0.0%
SHY ISHARES LEHMAN 1-3 TR 0.1%
Value ($000) $306 Shares 3,773 Est. Cost $79383.28 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $298 Shares 11,352 Est. Cost $30.60 Unrealized -24.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $289 Shares 2,787 Est. Cost $94.48 Unrealized 0.0%
CPER UNITED STS COMMODITY INDEX FD CM REP COPP FD 0.1%
Value ($000) $280 Shares 12,089 Est. Cost $10426.09 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $273 Shares 2,257 Est. Cost $99.06 Unrealized +11.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $269 Shares 3,495 Est. Cost $71.69 Unrealized +1.7%
RNR RENAISSANCERE HOLDINGS LTD 0.1%
Value ($000) $269 Shares 1,442 Est. Cost $198.97 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $261 Shares 5,859 Est. Cost $40.88 Unrealized -2.4%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $261 Shares 2,738 Est. Cost $66.68 Unrealized +27.3%
AMGN AMGEN INC 0.1%
Value ($000) $259 Shares 1,168 Est. Cost $173.38 Unrealized +23.2%
MTZ MASTEC INC COM 0.1%
Value ($000) $256 Shares 2,170 Est. Cost $89.82 Unrealized +9.0%
PEP PEPSICO INC 0.1%
Value ($000) $247 Shares 1,334 Est. Cost $135.91 Unrealized +25.5%
FHI FEDERATED HERMES INC CL B 0.1%
Value ($000) $246 Shares 6,862 Est. Cost $30.69 Unrealized +11.6%
WTFC WINTRUST FINANCIAL CORP 0.1%
Value ($000) $239 Shares 3,287 Est. Cost $68.19 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $238 Shares 516 Est. Cost $323.97 Unrealized +33.2%
SHYG ISHARES TR 0-5YR HI YL CP 0.1%
Value ($000) $237 Shares 5,725 Est. Cost $41.45 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $232 Shares 2,569 Est. Cost $91.20 Unrealized -12.2%
PALL ABERDEEN STANDARD PHYSICAL PALLADIUM SHARES ETF 0.1%
Value ($000) $229 Shares 2,009 Est. Cost $115633.72 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $227 Shares 2,080 Est. Cost $113.48 Unrealized -10.6%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $224 Shares 1,920 Est. Cost $71523.66 Unrealized
WTW WILLIS TOWER WATSON PLC 0.1%
Value ($000) $224 Shares 951 Est. Cost $222.61 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY, INC. 0.1%
Value ($000) $220 Shares 7,478 Est. Cost $19.78 Unrealized +16.7%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $217 Shares 2,981 Est. Cost $55.43 Unrealized +23.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $217 Shares 881 Est. Cost $180.54 Unrealized +18.4%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $211 Shares 1,217 Est. Cost $167.74 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC NEW 0.1%
Value ($000) $211 Shares 618 Est. Cost $302.56 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $209 Shares 6,241 Est. Cost $50.08 Unrealized -38.6%
SLM SLM CORP 0.1%
Value ($000) $206 Shares 12,641 Est. Cost $15.22 Unrealized 0.0%
RHI ROBERT HALF INC 0.1%
Value ($000) $206 Shares 2,736 Est. Cost $76.28 Unrealized -6.4%
CC CHEMOURS CO COM 0.1%
Value ($000) $204 Shares 5,535 Est. Cost $26.71 Unrealized +3.1%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $202 Shares 1,528 Est. Cost $85.34 Unrealized +43.6%
PFE PFIZER INC 0.1%
Value ($000) $199 Shares 5,426 Est. Cost $35.79 Unrealized -7.2%
JLL JONES LANG LASALLE INCORPORATED 0.1%
Value ($000) $198 Shares 1,271 Est. Cost $141.79 Unrealized 0.0%
MET METLIFE INC 0.1%
Value ($000) $197 Shares 3,480 Est. Cost $51.22 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT INC 0.1%
Value ($000) $194 Shares 2,128 Est. Cost $74.11 Unrealized +5.3%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $190 Shares 671 Est. Cost $249.44 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $188 Shares 3,526 Est. Cost $45.09 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $188 Shares 4,339 Est. Cost $40.64 Unrealized +14.2%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $185 Shares 928 Est. Cost $122.94 Unrealized +41.2%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $185 Shares 12,705 Est. Cost $20.98 Unrealized -21.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $185 Shares 462 Est. Cost $357.76 Unrealized 0.0%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $185 Shares 769 Est. Cost $207.72 Unrealized 0.0%
NAVI NAVIENT CORPORATION 0.0%
Value ($000) $183 Shares 9,838 Est. Cost $16.43 Unrealized 0.0%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $182 Shares 2,459 Est. Cost $78.97 Unrealized -10.9%
ORI OLD REP INTL CORP 0.0%
Value ($000) $181 Shares 7,206 Est. Cost $18.88 Unrealized +8.7%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $180 Shares 948 Est. Cost $198.09 Unrealized 0.0%
NTAP NETWORK APPLIANCE INC 0.0%
Value ($000) $171 Shares 2,232 Est. Cost $63.79 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $170 Shares 2,453 Est. Cost $74.12 Unrealized -13.2%
FAF FIRST AMERICAN FINANCIAL CORP 0.0%
Value ($000) $168 Shares 2,946 Est. Cost $51.39 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $163 Shares 2,200 Est. Cost $70.00 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $163 Shares 1,627 Est. Cost $77.55 Unrealized 0.0%
IBOC INTERNATIONAL BANCSHARES CORP 0.0%
Value ($000) $156 Shares 3,530 Est. Cost $44.35 Unrealized -8.4%
ZION ZIONS BANCORPORATION NA 0.0%
Value ($000) $154 Shares 5,740 Est. Cost $50.03 Unrealized -44.6%
UMBF UMB FINANCIAL GROUP 0.0%
Value ($000) $154 Shares 2,523 Est. Cost $84.02 Unrealized -29.0%
BA BOEING CO 0.0%
Value ($000) $152 Shares 721 Est. Cost $218.50 Unrealized -4.9%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $142 Shares 5,499 Est. Cost $42.23 Unrealized -55.7%
AFG AMERICAN FINANCIAL GROUP INC OHIO 0.0%
Value ($000) $140 Shares 1,180 Est. Cost $110.27 Unrealized -10.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $137 Shares 1,147 Est. Cost $96.29 Unrealized +12.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $135 Shares 3,641 Est. Cost $31.20 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $134 Shares 802 Est. Cost $126.62 Unrealized +14.2%
BUNGE LIMITED 0.0%
Value ($000) $134 Shares 1,419 Est. Cost $94.35 Unrealized
LIFE STORAGE INC 0.0%
Value ($000) $134 Shares 1,005 Est. Cost $132.96 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $133 Shares 461 Est. Cost $174.72 Unrealized +38.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $133 Shares 1,788 Est. Cost $74.17 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $133 Shares 1,502 Est. Cost $71.93 Unrealized +2.1%
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $129 Shares 2,277 Est. Cost $49.97 Unrealized 0.0%
CATY CATHAY GEN BANCORP 0.0%
Value ($000) $129 Shares 3,996 Est. Cost $39.03 Unrealized -25.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $128 Shares 6,818 Est. Cost $14.38 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $126 Shares 1,767 Est. Cost $27.17 Unrealized 0.0%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $126 Shares 943 Est. Cost $112.12 Unrealized +5.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $126 Shares 1,424 Est. Cost $84.06 Unrealized 0.0%
PLTM GRANITESHARES PLATINUM TRUST 0.0%
Value ($000) $124 Shares 14,047 Est. Cost $8.84 Unrealized
BCE BCE INC NEW 0.0%
Value ($000) $124 Shares 2,722 Est. Cost $37.76 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $123 Shares 3,300 Est. Cost $32.07 Unrealized 0.0%
VICI VICI PROPERTIES INC 0.0%
Value ($000) $122 Shares 3,866 Est. Cost $25.32 Unrealized +9.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $121 Shares 1,236 Est. Cost $82.21 Unrealized +2.8%
TPR TAPESTRY INC 0.0%
Value ($000) $119 Shares 2,774 Est. Cost $31.39 Unrealized +23.4%
MS MORGAN STANLEY 0.0%
Value ($000) $118 Shares 1,379 Est. Cost $55.69 Unrealized +40.7%
MRK MERCK & CO INC 0.0%
Value ($000) $115 Shares 1,000 Est. Cost $104.47 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $110 Shares 2,156 Est. Cost $58.34 Unrealized -15.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $106 Shares 400 Est. Cost $228.04 Unrealized +6.1%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $106 Shares 1,392 Est. Cost $65.46 Unrealized 0.0%
WELLS FARGO CO DEP 1/1000 A 0.0%
Value ($000) $104 Shares 4,170 Est. Cost $27349.88 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $104 Shares 936 Est. Cost $85.03 Unrealized +16.6%
COLM COLUMBIA SPORTSWEAR CO. 0.0%
Value ($000) $98 Shares 1,273 Est. Cost $76.61 Unrealized +0.6%
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $96 Shares 3,059 Est. Cost $33.94 Unrealized -19.5%
MPLX MPLX LP 0.0%
Value ($000) $94 Shares 2,773 Est. Cost $33.94 Unrealized
LNG CHENIERE ENERGY INC NEW 0.0%
Value ($000) $90 Shares 590 Est. Cost $148.05 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $87 Shares 1,473 Est. Cost $25.18 Unrealized +127.6%
LZAGY LONZA GROUP AG UNSPONSORED ADR 0.0%
Value ($000) $85 Shares 1,424 Est. Cost $59.68 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $84 Shares 898 Est. Cost $80.20 Unrealized -7.1%
L LOEWS CORP 0.0%
Value ($000) $84 Shares 1,417 Est. Cost $55.22 Unrealized +3.9%
PINNACLE FINANCIAL PARTNERS INC 0.0%
Value ($000) $84 Shares 1,483 Est. Cost $56.65 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV - A - 0.0%
Value ($000) $83 Shares 909 Est. Cost $75.96 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO PFD $4.50 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $115990.00 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $83 Shares 2,510 Est. Cost $28.41 Unrealized 0.0%
GEN GEN DIGITAL INC 0.0%
Value ($000) $83 Shares 4,449 Est. Cost $20.63 Unrealized -19.6%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP 0.0%
Value ($000) $82 Shares 2,280 Est. Cost $30.38 Unrealized 0.0%
WFC WELLS FARGO CO 0.0%
Value ($000) $81 Shares 1,903 Est. Cost $41.59 Unrealized -9.5%
ASML ASML HOLDING NV NY REGISTRY 0.0%
Value ($000) $81 Shares 112 Est. Cost $724.75 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $79 Shares 1,372 Est. Cost $56.63 Unrealized 0.0%
NSRGY NESTLE SA SP ADR 0.0%
Value ($000) $78 Shares 649 Est. Cost $117006.97 Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON ADR 0.0%
Value ($000) $76 Shares 404 Est. Cost $99898.35 Unrealized
CHS INC RED PFD SER3 CLB 0.0%
Value ($000) $76 Shares 3,000 Est. Cost $25.25 Unrealized
GMAB GENMAB AS SP ADS 0.0%
Value ($000) $75 Shares 1,974 Est. Cost $37132.25 Unrealized
NVO NOVO-NORDISK AS ADR 0.0%
Value ($000) $73 Shares 453 Est. Cost $78460.71 Unrealized
DOW DOW INC 0.0%
Value ($000) $73 Shares 1,372 Est. Cost $47.81 Unrealized -5.4%
SPG SIMON PPTY GROUP INC 0.0%
Value ($000) $73 Shares 629 Est. Cost $94.44 Unrealized 0.0%
SAP SAP SE SP ADR 0.0%
Value ($000) $71 Shares 517 Est. Cost $119875.36 Unrealized
CMPGY COMPASS GROUP 0.0%
Value ($000) $70 Shares 2,441 Est. Cost $28.52 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $68 Shares 756 Est. Cost $85.15 Unrealized 0.0%
DKILY DAIKIN INDUSTRIES LTD UNSPONSORED ADS 0.0%
Value ($000) $67 Shares 3,273 Est. Cost $20.49 Unrealized
FANUY FANUC CORPORATION ADR 0.0%
Value ($000) $67 Shares 3,818 Est. Cost $22043.94 Unrealized
T AT&T INC 0.0%
Value ($000) $66 Shares 4,150 Est. Cost $14.79 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE 0.0%
Value ($000) $65 Shares 572 Est. Cost $103.33 Unrealized 0.0%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $65 Shares 266 Est. Cost $210.52 Unrealized
GLD STREETTRACKS GOLD SHS 0.0%
Value ($000) $65 Shares 363 Est. Cost $178.27 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $64 Shares 144 Est. Cost $384.21 Unrealized
ASHTEAD GROUP PLC UNSPONSORED ADR 0.0%
Value ($000) $64 Shares 230 Est. Cost $202873.95 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $64 Shares 251 Est. Cost $220.68 Unrealized
PALO ALTO NETWORKS INC 0.0%
Value ($000) $63 Shares 23 Est. Cost $2731.96 Unrealized
SXYAY SIKA AG UNSPONSORD ADR 0.0%
Value ($000) $62 Shares 2,186 Est. Cost $28.58 Unrealized
CRI CARTERS INC 0.0%
Value ($000) $60 Shares 827 Est. Cost $62.15 Unrealized -3.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $59 Shares 930 Est. Cost $54.83 Unrealized +7.5%
KELLOGG CO 0.0%
Value ($000) $58 Shares 865 Est. Cost $51.36 Unrealized +13.5%
IBKR INTERACTIVE BROKERS GROUP INC CL A 0.0%
Value ($000) $58 Shares 694 Est. Cost $19.44 Unrealized 0.0%
KRYAY KERRY GROUP PLC SP ADR 0.0%
Value ($000) $57 Shares 581 Est. Cost $122010.91 Unrealized
PRNDY PERNOD RICARD SA SP ADR 0.0%
Value ($000) $56 Shares 1,283 Est. Cost $47865.87 Unrealized
AAGIY AIA GROUP LTD SP ADR 0.0%
Value ($000) $56 Shares 1,369 Est. Cost $39479.32 Unrealized
HDB HDFC BANK LTD SP ADS 0.0%
Value ($000) $56 Shares 797 Est. Cost $69.70 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $55 Shares 1,945 Est. Cost $47049.87 Unrealized
FHN FIRST HORIZON NATL C 0.0%
Value ($000) $55 Shares 4,841 Est. Cost $21.48 Unrealized -43.6%
SOPYX LEGG MASON PARTNERS EQUITY TRUST CLBR DIV STRAT 0.0%
Value ($000) $54 Shares 1,854 Est. Cost $29.26 Unrealized
GOLDMAN SACHS GROUP INC D 1/1000 0.0%
Value ($000) $52 Shares 2,572 Est. Cost $20.39 Unrealized
GE GENERAL ELECTRIC CO NEW 0.0%
Value ($000) $52 Shares 473 Est. Cost $62.95 Unrealized +26.8%
ALSMY ALSTOM SA ADR 0.0%
Value ($000) $52 Shares 17,486 Est. Cost $4784.48 Unrealized
SMSEY SAMSONITE INTERNATIONAL 0.0%
Value ($000) $50 Shares 3,547 Est. Cost $14.13 Unrealized
LONDON STOCK EXCHANGE GROUP UNSPONSORED ADR 0.0%
Value ($000) $50 Shares 1,854 Est. Cost $26.76 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.0%
Value ($000) $50 Shares 1,285 Est. Cost $20295.20 Unrealized
DQJCY PAN PAC INTL HOLDINGS CORP UNSPONSORED ADS 0.0%
Value ($000) $49 Shares 2,744 Est. Cost $17.91 Unrealized
FRCOY FAST RETAILING CO LTD UNSPONSORD ADR 0.0%
Value ($000) $48 Shares 1,864 Est. Cost $25.63 Unrealized
IYY ISHARES TR DOW JONES US ETF 0.0%
Value ($000) $47 Shares 438 Est. Cost $93.45 Unrealized
KIGRY KION GROUP AG ADR 0.0%
Value ($000) $47 Shares 4,711 Est. Cost $12471.00 Unrealized
CGEMY CAPGEMINI S E UNSPONSORED ADR 0.0%
Value ($000) $47 Shares 1,241 Est. Cost $38.00 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $47 Shares 287 Est. Cost $130.56 Unrealized +7.4%
ADYEY ADYEN NV UNSPONSRED ADS 0.0%
Value ($000) $47 Shares 2,699 Est. Cost $17.29 Unrealized
SF STIFEL FINANCIAL CORP 0.0%
Value ($000) $46 Shares 773 Est. Cost $55.76 Unrealized -0.3%
MRAAY MURATA MFG CO LTD UNSPONSORED ADR 0.0%
Value ($000) $46 Shares 3,186 Est. Cost $19286.52 Unrealized
IYC ISHARES TR US CONSUM DISCRE 0.0%
Value ($000) $45 Shares 636 Est. Cost $56.96 Unrealized
IYK ISHARES DOW JONES US CONSUMER GOODS FUND 0.0%
Value ($000) $45 Shares 225 Est. Cost $202.78 Unrealized
FLGB FRANKLIN FTSE UNITED KINGDOM ETF 0.0%
Value ($000) $43 Shares 1,760 Est. Cost $24.41 Unrealized
EWY ISHARES INC MSCI SOUTH KOREA INDX FD 0.0%
Value ($000) $42 Shares 661 Est. Cost $56.48 Unrealized
KSRYY KOSE CORP UNSPONSORD ADR 0.0%
Value ($000) $39 Shares 2,038 Est. Cost $28294.98 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX 0.0%
Value ($000) $39 Shares 1,727 Est. Cost $13854.83 Unrealized
TRUMY TERUMO CORP ADR 0.0%
Value ($000) $39 Shares 1,220 Est. Cost $31.85 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $39 Shares 1,108 Est. Cost $18345.10 Unrealized
ACM AECOM 0.0%
Value ($000) $37 Shares 442 Est. Cost $79.85 Unrealized 0.0%
INDA ISHARES MSCI INDIA INDEX ETF 0.0%
Value ($000) $37 Shares 838 Est. Cost $43.70 Unrealized
TTNDY TECHTRONIC INDUSTRIES LTD SP ADR 0.0%
Value ($000) $36 Shares 655 Est. Cost $54.81 Unrealized
LRLCY L'OREAL CO ADR 0.0%
Value ($000) $35 Shares 380 Est. Cost $93.32 Unrealized
VNM VANECK ETF TRUST VANECK VIETNAM 0.0%
Value ($000) $35 Shares 2,631 Est. Cost $13.30 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $35 Shares 2,025 Est. Cost $14.79 Unrealized 0.0%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $34 Shares 608 Est. Cost $60.31 Unrealized 0.0%
PACWEST BANCORP 0.0%
Value ($000) $34 Shares 4,153 Est. Cost $22.95 Unrealized
USFR WISDOMTREE TR FLOATNG RAT TREA 0.0%
Value ($000) $33 Shares 665 Est. Cost $50.32 Unrealized
PLD PROLOGIS 0.0%
Value ($000) $33 Shares 266 Est. Cost $112.84 Unrealized 0.0%
BOSTON SCIENTIFIC CORP 5.50 PERCENT CONV PFD A 0.0%
Value ($000) $32 Shares 265 Est. Cost $107448.45 Unrealized
TLPFY TELEPERFORMANCE UNSPONSORD ADR 0.0%
Value ($000) $32 Shares 376 Est. Cost $84.22 Unrealized
TCEHY TENCENT HOLDINGS LIMITED UNSP ADR 0.0%
Value ($000) $31 Shares 731 Est. Cost $42.49 Unrealized
COHERENT CORP 6 PERCENT CONV PFD A 0.0%
Value ($000) $30 Shares 133 Est. Cost $227.08 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $30 Shares 335 Est. Cost $80.64 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $29 Shares 576 Est. Cost $37.11 Unrealized 0.0%
WRDLY WORLDLINE SA UNSPONSORD ADR 0.0%
Value ($000) $29 Shares 1,591 Est. Cost $18.29 Unrealized
LISDX LORD ABBETT MUNI INCOME FUND INC SHORT DURATION 0.0%
Value ($000) $29 Shares 1,917 Est. Cost $15.05 Unrealized
BECTON DICKINSON & CO 6 PERCENT DP CONV PFD B 0.0%
Value ($000) $27 Shares 560 Est. Cost $49951.09 Unrealized
EILMX EATON VANCE INV TR NATIONAL MUNI I 0.0%
Value ($000) $26 Shares 2,668 Est. Cost $9.73 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CB 0.0%
Value ($000) $25 Shares 1,218 Est. Cost $20.13 Unrealized
2ND VOTE FDS 2ND VOTE SOCIETY 0.0%
Value ($000) $23 Shares 639 Est. Cost $36.26 Unrealized
VFC VF CORP 0.0%
Value ($000) $22 Shares 1,172 Est. Cost $75.33 Unrealized -72.8%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $21 Shares 354 Est. Cost $58.04 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $19 Shares 170 Est. Cost $129.16 Unrealized -24.9%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $18 Shares 156 Est. Cost $102.41 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $18 Shares 486 Est. Cost $34.50 Unrealized -14.5%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $17 Shares 88 Est. Cost $189.75 Unrealized -14.5%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $16 Shares 85 Est. Cost $178.08 Unrealized 0.0%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $14 Shares 650 Est. Cost $22.44 Unrealized
ACN ACCENTURE PLC IRELAND CLASS A 0.0%
Value ($000) $13 Shares 42 Est. Cost $279.68 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $13 Shares 157 Est. Cost $79.45 Unrealized 0.0%
WBD WARNER BROTHERS DISCOVERY INC SER A 0.0%
Value ($000) $13 Shares 1,002 Est. Cost $18.55 Unrealized -30.0%
CNC CENTENE CORP 0.0%
Value ($000) $12 Shares 183 Est. Cost $66.69 Unrealized 0.0%
AUEIX AQR FUNDS US DEF EQUITY I 0.0%
Value ($000) $12 Shares 460 Est. Cost $26.18 Unrealized
APTV 5.5 06/15/23 A APTIV PLC 5.5 PERCENT CONV PFD A 0.0%
Value ($000) $12 Shares 110 Est. Cost $108.82 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $11 Shares 191 Est. Cost $54.09 Unrealized -6.4%
NEM NEWMONT MNG CORP HLD 0.0%
Value ($000) $9 Shares 205 Est. Cost $59.49 Unrealized -28.7%
SAPYX LEGG MASON PARTNERS EQUITY TRUST CLRBRG APPR CL 0.0%
Value ($000) $9 Shares 287 Est. Cost $30.07 Unrealized
EIHSX EATON VANCE WORLDWIDE HEALTH SCIENCES I 0.0%
Value ($000) $9 Shares 632 Est. Cost $13.08 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $7 Shares 166 Est. Cost $42.94 Unrealized 0.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WT EXP 080327 0.0%
Value ($000) $7 Shares 184 Est. Cost $11847.83 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $7 Shares 170 Est. Cost $39.21 Unrealized
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $30792.10 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $6 Shares 117 Est. Cost $43.07 Unrealized 0.0%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $5 Shares 51 Est. Cost $94.93 Unrealized +1.6%
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $4 Shares 154 Est. Cost $18.35 Unrealized 0.0%
KD KYNDRYL HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 187 Est. Cost $13.53 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $216.04 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.00 Unrealized +16.5%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 219 Est. Cost $8.47 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.10 Unrealized 0.0%
QRVO QORVO INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $95.99 Unrealized 0.0%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 80 Est. Cost $24.47 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $44.15 Unrealized
VTIAX VANGUARD STAR FUNDS TL INT STOCK INDEX 0.0%
Value ($000) $1 Shares 31 Est. Cost $28.02 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $62.50 Unrealized +14.2%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $50000.00 Unrealized
SBNY SIGNATURE BANK NEW YORK NY 0.0%
Value ($000) $0 Shares 749 Est. Cost $0.21 Unrealized
FIWAX FIDELITY MUNI TR ADV LTD MUNI Z 0.0%
Value ($000) $0 Shares 7 Est. Cost $10.26 Unrealized
ANGIX ANGEL OAK FUNDS TR MULTI STR INST 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.50 Unrealized