LEE DANNER & BASS INC Diversified Active

CIK: 0000939219 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 29, 2021

Total Value ($000): $1,038,378 (100.0% shares, 0.0% debt)

Holdings (196)

BRK/B Berkshire Hathaway 'B' 8.9%
Value ($000) $92,521 Shares 362,160 Est. Cost $112.39 Unrealized +116.1%
HCA HCA Healthcare, Inc. 8.7%
Value ($000) $90,116 Shares 478,474 Est. Cost $58.14 Unrealized +190.6%
AAPL Apple Inc. 4.8%
Value ($000) $49,567 Shares 405,788 Est. Cost $82.04 Unrealized +52.4%
FRFHF Fairfax Financial Hld 4.5%
Value ($000) $46,592 Shares 107,309 Est. Cost $321.26 Unrealized +15.1%
Accenture Ltd 3.4%
Value ($000) $35,586 Shares 128,818 Est. Cost $72.13 Unrealized
MSFT Microsoft Corp. 2.3%
Value ($000) $24,372 Shares 103,373 Est. Cost $40.25 Unrealized +453.8%
DIS Walt Disney Co. 2.3%
Value ($000) $24,301 Shares 131,698 Est. Cost $76.95 Unrealized +134.1%
AMZN Amazon.com 2.1%
Value ($000) $22,151 Shares 7,159 Est. Cost $28.74 Unrealized +451.5%
LOW Lowes Companies 1.9%
Value ($000) $20,063 Shares 105,495 Est. Cost $44.80 Unrealized +250.4%
Alphabet Inc. Class C 1.9%
Value ($000) $19,278 Shares 9,319 Est. Cost $878.48 Unrealized
JNJ Johnson & Johnson 1.7%
Value ($000) $17,415 Shares 105,964 Est. Cost $65.52 Unrealized +114.9%
PG Procter & Gamble Co. 1.6%
Value ($000) $16,779 Shares 123,896 Est. Cost $56.63 Unrealized +104.3%
MDLZ Mondelez Int'l Inc 1.5%
Value ($000) $15,187 Shares 259,467 Est. Cost $25.48 Unrealized +95.4%
HD Home Depot Inc. 1.4%
Value ($000) $14,612 Shares 47,868 Est. Cost $59.76 Unrealized +309.0%
Pinnacle Financial Partners 1.4%
Value ($000) $14,489 Shares 163,420 Est. Cost $60.18 Unrealized
CAT Caterpillar Inc. 1.4%
Value ($000) $14,330 Shares 61,800 Est. Cost $75.91 Unrealized +149.1%
BBBY Overstock 1.4%
Value ($000) $14,275 Shares 215,445 Est. Cost $18.16 Unrealized +309.9%
INTC Intel Corp. 1.3%
Value ($000) $13,641 Shares 213,137 Est. Cost $19.44 Unrealized +178.3%
Goldman Sachs Group 1.2%
Value ($000) $12,934 Shares 39,552 Est. Cost $210.92 Unrealized
LUMN Lumen Technologies 1.2%
Value ($000) $12,919 Shares 967,721 Est. Cost $8.43 Unrealized +28.5%
L Loews Corp. 1.1%
Value ($000) $11,825 Shares 230,599 Est. Cost $42.04 Unrealized +13.8%
FDX FedEx Corp. 1.1%
Value ($000) $11,774 Shares 41,452 Est. Cost $106.35 Unrealized +120.2%
ViaSat Inc 1.1%
Value ($000) $11,369 Shares 236,500 Est. Cost $33.74 Unrealized
WMT Wal-Mart Stores Inc. 1.1%
Value ($000) $11,068 Shares 81,484 Est. Cost $21.22 Unrealized +104.1%
UPS United Parcel Svc. Cl B 1.0%
Value ($000) $10,301 Shares 60,596 Est. Cost $69.18 Unrealized +90.8%
URI United Rentals, Inc. 0.9%
Value ($000) $9,639 Shares 29,270 Est. Cost $94.98 Unrealized +188.8%
XOM Exxon Mobil Corp. 0.9%
Value ($000) $9,271 Shares 166,065 Est. Cost $53.20 Unrealized -18.6%
PYPL PayPal Holdings Inc. 0.9%
Value ($000) $8,945 Shares 36,837 Est. Cost $112.89 Unrealized +123.2%
AMGN Amgen Inc. 0.9%
Value ($000) $8,895 Shares 35,749 Est. Cost $104.50 Unrealized +95.9%
Brookfield Asset Mgmt 0.8%
Value ($000) $8,567 Shares 192,525 Est. Cost $40.62 Unrealized
Merck & Company Inc. 0.8%
Value ($000) $8,540 Shares 110,784 Est. Cost $53.41 Unrealized
Comcast Corp. - Class A 0.8%
Value ($000) $8,440 Shares 155,970 Est. Cost $43.00 Unrealized
V Visa Inc 0.8%
Value ($000) $8,328 Shares 39,332 Est. Cost $192.79 Unrealized +5.4%
AEM Agnico Eagle Mines Ltd. 0.8%
Value ($000) $8,135 Shares 140,726 Est. Cost $33.63 Unrealized +70.0%
National Health Invstrs 0.8%
Value ($000) $7,883 Shares 109,066 Est. Cost $59.86 Unrealized
CXW CoreCivic, Inc. 0.8%
Value ($000) $7,855 Shares 867,928 Est. Cost $14.58 Unrealized -47.2%
RSG Republic Services Inc. 0.8%
Value ($000) $7,847 Shares 78,981 Est. Cost $26.38 Unrealized +233.1%
SYY Sysco Corp. 0.7%
Value ($000) $7,706 Shares 97,869 Est. Cost $24.95 Unrealized +172.9%
CSCO Cisco Systems Inc. 0.7%
Value ($000) $7,611 Shares 147,182 Est. Cost $19.65 Unrealized +106.7%
MDT Medtronic PLC 0.7%
Value ($000) $7,440 Shares 62,979 Est. Cost $62.53 Unrealized +62.6%
CVS CVS Health Corp. 0.7%
Value ($000) $7,416 Shares 98,577 Est. Cost $60.24 Unrealized +3.4%
RTX Raytheon Technologies Corp. 0.7%
Value ($000) $6,993 Shares 90,496 Est. Cost $54.88 Unrealized +18.9%
PFE Pfizer Inc. 0.7%
Value ($000) $6,776 Shares 187,025 Est. Cost $19.89 Unrealized +41.0%
Peoples United Fncl 0.6%
Value ($000) $6,647 Shares 371,353 Est. Cost $14.90 Unrealized
Equity Commonwealth 0.6%
Value ($000) $6,445 Shares 231,823 Est. Cost $30.53 Unrealized
Zoetis, Inc. 0.6%
Value ($000) $6,180 Shares 39,241 Est. Cost $38.85 Unrealized
BLX Banco LatinoAmericano 0.6%
Value ($000) $6,155 Shares 406,822 Est. Cost $11.41 Unrealized +5.3%
TEGNA, Inc. 0.6%
Value ($000) $6,070 Shares 322,381 Est. Cost $31.31 Unrealized
HAL Halliburton Inc. 0.6%
Value ($000) $5,726 Shares 266,835 Est. Cost $31.71 Unrealized -39.6%
PM Philip Morris Intl 0.5%
Value ($000) $5,680 Shares 64,012 Est. Cost $50.41 Unrealized +32.5%
BMY Bristol Myers Squibb 0.5%
Value ($000) $5,317 Shares 84,217 Est. Cost $38.82 Unrealized +31.4%
KO Coca Cola Co. 0.5%
Value ($000) $5,212 Shares 98,888 Est. Cost $33.32 Unrealized +30.2%
HON Honeywell Intl. 0.5%
Value ($000) $5,201 Shares 23,960 Est. Cost $81.58 Unrealized +116.5%
JEF Jefferies Financial Grp 0.5%
Value ($000) $4,972 Shares 165,172 Est. Cost $16.31 Unrealized +43.6%
Regions Financial Corp. 0.5%
Value ($000) $4,897 Shares 237,048 Est. Cost $10.68 Unrealized
Verizon Comm. 0.5%
Value ($000) $4,796 Shares 82,480 Est. Cost $53.28 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $4,727 Shares 39,447 Est. Cost $32.87 Unrealized +230.5%
LUV Southwest Airlines Co. 0.4%
Value ($000) $4,596 Shares 75,274 Est. Cost $37.98 Unrealized +30.4%
SBUX Starbucks Corp. 0.4%
Value ($000) $4,487 Shares 41,060 Est. Cost $42.17 Unrealized +123.0%
WTM White Mountain Ins 0.4%
Value ($000) $4,441 Shares 3,983 Est. Cost $583.58 Unrealized +91.7%
EEM iShares MSCI Emerging Markets 0.4%
Value ($000) $4,410 Shares 82,681 Est. Cost $46.93 Unrealized
T AT&T, Inc. 0.4%
Value ($000) $4,261 Shares 140,752 Est. Cost $11.73 Unrealized +37.7%
CVX Chevron Corp. 0.4%
Value ($000) $4,225 Shares 40,315 Est. Cost $81.30 Unrealized -2.1%
MCD McDonalds Corp. 0.4%
Value ($000) $4,212 Shares 18,794 Est. Cost $74.95 Unrealized +155.2%
BAC BankAmerica Corp. 0.4%
Value ($000) $4,150 Shares 107,271 Est. Cost $21.53 Unrealized +42.3%
IJR iShares S&P SmallCap 600 Index 0.4%
Value ($000) $4,109 Shares 37,864 Est. Cost $79.03 Unrealized
DAL Delta Airlines Inc. 0.4%
Value ($000) $4,024 Shares 83,354 Est. Cost $44.12 Unrealized -2.5%
DOC Healthpeak Properties Inc. 0.4%
Value ($000) $3,864 Shares 121,741 Est. Cost $23.86 Unrealized -1.7%
VWO Vanguard Emerging Markets ETF 0.4%
Value ($000) $3,787 Shares 72,753 Est. Cost $40.98 Unrealized
BKD Brookdale Sr Living Inc 0.4%
Value ($000) $3,746 Shares 619,200 Est. Cost $10.06 Unrealized -46.5%
Cable One Inc 0.4%
Value ($000) $3,717 Shares 2,033 Est. Cost $419.33 Unrealized
J. P. Morgan Chase & Co. Inc. 0.3%
Value ($000) $3,585 Shares 23,547 Est. Cost $82.65 Unrealized
SLB Schlumberger Ltd. 0.3%
Value ($000) $3,515 Shares 129,282 Est. Cost $45.35 Unrealized -47.7%
OI O-I Glass, Inc. 0.3%
Value ($000) $3,472 Shares 235,557 Est. Cost $9.90 Unrealized +30.1%
Oracle 0.3%
Value ($000) $3,412 Shares 48,628 Est. Cost $35.70 Unrealized
ADT ADT, Inc. 0.3%
Value ($000) $3,381 Shares 400,590 Est. Cost $7.07 Unrealized +9.3%
IWF iShares TR Russell 1000 Growth 0.3%
Value ($000) $3,312 Shares 13,627 Est. Cost $169.26 Unrealized
FISV Fiserv 0.3%
Value ($000) $3,219 Shares 27,038 Est. Cost $110.79 Unrealized +3.6%
CARR Carrier Global Corp. 0.3%
Value ($000) $3,069 Shares 72,680 Est. Cost $17.13 Unrealized +112.7%
TFC Truist Financial Corp. 0.3%
Value ($000) $2,766 Shares 47,428 Est. Cost $40.54 Unrealized +7.5%
Select Basic Materials Sector 0.3%
Value ($000) $2,734 Shares 34,696 Est. Cost $51.48 Unrealized
OC Owens Corning 0.3%
Value ($000) $2,712 Shares 29,455 Est. Cost $45.93 Unrealized +82.5%
DXC Technology Co. 0.3%
Value ($000) $2,629 Shares 84,106 Est. Cost $57.49 Unrealized
NOV NOV Inc. 0.3%
Value ($000) $2,627 Shares 191,500 Est. Cost $12.08 Unrealized +20.2%
SYK Stryker 0.3%
Value ($000) $2,618 Shares 10,746 Est. Cost $167.32 Unrealized +36.1%
PEP PepsiCo Inc. 0.2%
Value ($000) $2,581 Shares 18,246 Est. Cost $60.02 Unrealized +96.5%
IBM International Business Machine 0.2%
Value ($000) $2,362 Shares 17,727 Est. Cost $109.69 Unrealized -10.6%
BP BP PLC 0.2%
Value ($000) $2,324 Shares 95,425 Est. Cost $30.19 Unrealized
DEO Diageo PLC 0.2%
Value ($000) $2,229 Shares 13,576 Est. Cost $113.29 Unrealized
WFC Wells Fargo & Co. 0.2%
Value ($000) $2,183 Shares 55,875 Est. Cost $34.67 Unrealized -8.8%
3M Company 0.2%
Value ($000) $2,170 Shares 11,261 Est. Cost $115.86 Unrealized
Duke Energy Corp. 0.2%
Value ($000) $2,169 Shares 22,473 Est. Cost $68.35 Unrealized
OTIS Otis Worldwide Corp. 0.2%
Value ($000) $1,985 Shares 28,998 Est. Cost $47.48 Unrealized +27.9%
Altria Group, Inc. 0.2%
Value ($000) $1,982 Shares 38,739 Est. Cost $36.50 Unrealized
Travelers Inc. 0.2%
Value ($000) $1,949 Shares 12,957 Est. Cost $121.59 Unrealized
Dominion Energy Inc. 0.2%
Value ($000) $1,888 Shares 24,854 Est. Cost $62.36 Unrealized
USB US Bancorp 0.2%
Value ($000) $1,845 Shares 33,363 Est. Cost $32.95 Unrealized +22.4%
VMC Vulcan Materials 0.2%
Value ($000) $1,779 Shares 10,542 Est. Cost $47.19 Unrealized +230.4%
AbbVie, Inc. 0.2%
Value ($000) $1,759 Shares 16,258 Est. Cost $62.39 Unrealized
TPR Tapestry, Inc. 0.2%
Value ($000) $1,721 Shares 41,753 Est. Cost $31.30 Unrealized +8.7%
Royal Dutch Shell Cl B 0.2%
Value ($000) $1,618 Shares 43,942 Est. Cost $57.86 Unrealized
Alphabet Inc. Class A 0.1%
Value ($000) $1,417 Shares 687 Est. Cost $831.09 Unrealized
IWD iShares Russell Value Index 0.1%
Value ($000) $1,387 Shares 9,155 Est. Cost $120.07 Unrealized
PSX Phillips 66 0.1%
Value ($000) $1,360 Shares 16,673 Est. Cost $62.25 Unrealized +4.3%
NKE Nike 0.1%
Value ($000) $1,281 Shares 9,641 Est. Cost $93.44 Unrealized +38.7%
SPY S & P 500 Index Depository Rec 0.1%
Value ($000) $1,263 Shares 3,187 Est. Cost $237.10 Unrealized
SPYV SPDR S&P 500 Value ETF 0.1%
Value ($000) $1,142 Shares 30,125 Est. Cost $37.91 Unrealized
Facebook, Inc. 0.1%
Value ($000) $1,130 Shares 3,837 Est. Cost $162.05 Unrealized
GHC Graham Holdings Co 0.1%
Value ($000) $1,098 Shares 1,953 Est. Cost $339.79 Unrealized +62.5%
XLU SPDR Utilities Select 0.1%
Value ($000) $1,095 Shares 17,095 Est. Cost $56.94 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $1,086 Shares 14,315 Est. Cost $65.70 Unrealized
EPP iShares MSCI Pacific Rim 0.1%
Value ($000) $1,071 Shares 21,323 Est. Cost $43.16 Unrealized
KKR & Co., Inc. Cl A 0.1%
Value ($000) $1,055 Shares 21,600 Est. Cost $24.83 Unrealized
FCX Freeport McMoran, Inc. 0.1%
Value ($000) $1,048 Shares 31,822 Est. Cost $15.65 Unrealized +94.0%
GIS General Mills Inc. 0.1%
Value ($000) $985 Shares 16,065 Est. Cost $35.08 Unrealized +39.5%
VV Vanguard Large-Cap Exchanged T 0.1%
Value ($000) $978 Shares 5,279 Est. Cost $92.52 Unrealized
TJX TJX Companies, Inc. 0.1%
Value ($000) $969 Shares 14,641 Est. Cost $33.24 Unrealized +87.4%
AXP American Express Co. 0.1%
Value ($000) $961 Shares 6,793 Est. Cost $67.14 Unrealized +85.2%
IWB iShares Russell 1000 Index ETF 0.1%
Value ($000) $931 Shares 4,160 Est. Cost $110.15 Unrealized
STZ Constellation Brands Inc. Clas 0.1%
Value ($000) $912 Shares 4,002 Est. Cost $208.00 Unrealized 0.0%
VB Vanguard Small-Cap VIPERs 0.1%
Value ($000) $868 Shares 4,053 Est. Cost $108.05 Unrealized
NSC Norfolk Southern Corp. 0.1%
Value ($000) $867 Shares 3,230 Est. Cost $100.99 Unrealized +126.6%
Valero Energy Corp. 0.1%
Value ($000) $854 Shares 11,929 Est. Cost $71.72 Unrealized
SPDR S&P Dividend ETF 0.1%
Value ($000) $850 Shares 7,200 Est. Cost $118.06 Unrealized
ALL AllState Corp. 0.1%
Value ($000) $830 Shares 7,225 Est. Cost $44.78 Unrealized +118.2%
LHX L3Harris Technologies, Inc 0.1%
Value ($000) $825 Shares 4,069 Est. Cost $180.55 Unrealized -6.0%
RHHBY Roche Holdings 0.1%
Value ($000) $819 Shares 20,190 Est. Cost $46.79 Unrealized
AAL American Airlines Grp 0.1%
Value ($000) $794 Shares 33,230 Est. Cost $35.76 Unrealized -46.1%
Target Corporation 0.1%
Value ($000) $779 Shares 3,935 Est. Cost $122.96 Unrealized
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $771 Shares 2 Est. Cost $177346.64 Unrealized +106.7%
Novartis AG 0.1%
Value ($000) $751 Shares 8,789 Est. Cost $75.12 Unrealized
iShares MSCI Japan 0.1%
Value ($000) $748 Shares 10,915 Est. Cost $67.99 Unrealized
DRI Darden Restaurants, Inc. 0.1%
Value ($000) $742 Shares 5,226 Est. Cost $35.03 Unrealized +221.8%
TRC Tejon Ranch Co. 0.1%
Value ($000) $686 Shares 41,000 Est. Cost $19.23 Unrealized -14.3%
Zimmer Biomet Holdings, Inc. 0.1%
Value ($000) $676 Shares 4,226 Est. Cost $104.69 Unrealized
AIG American Int'l Group 0.1%
Value ($000) $670 Shares 14,505 Est. Cost $42.66 Unrealized -9.5%
DHR Danaher Corp. 0.1%
Value ($000) $665 Shares 2,954 Est. Cost $68.10 Unrealized +191.8%
KHC Kraft Heinz Company 0.1%
Value ($000) $656 Shares 16,399 Est. Cost $46.43 Unrealized -38.3%
NextEra Energy, Inc. 0.1%
Value ($000) $635 Shares 8,396 Est. Cost $93.34 Unrealized
VO Vanguard Mid-Cap Exchange Trad 0.1%
Value ($000) $608 Shares 2,745 Est. Cost $117.26 Unrealized
Energy Select Sector - SPDR 0.1%
Value ($000) $596 Shares 12,150 Est. Cost $40.58 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $559 Shares 1,047 Est. Cost $8.40 Unrealized +59.6%
FOXA Fox Corp. Cl A 0.1%
Value ($000) $554 Shares 15,351 Est. Cost $35.41 Unrealized -7.2%
Discov Commun 'C' 0.1%
Value ($000) $539 Shares 14,608 Est. Cost $19.94 Unrealized
IWR iShares Russell Mid-Cap Index 0.1%
Value ($000) $532 Shares 7,195 Est. Cost $66.59 Unrealized
TSLA Tesla, Inc. 0.1%
Value ($000) $521 Shares 780 Est. Cost $130.06 Unrealized +93.0%
MS Morgan Stanley 0.0%
Value ($000) $503 Shares 6,475 Est. Cost $20.23 Unrealized +224.3%
IVV iShares S&P 500 Core Index ETF 0.0%
Value ($000) $486 Shares 1,221 Est. Cost $284.69 Unrealized
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $476 Shares 1,827 Est. Cost $155.83 Unrealized
BA Boeing Co. 0.0%
Value ($000) $474 Shares 1,859 Est. Cost $227.98 Unrealized -2.5%
Adams Diversified Equity Fund, 0.0%
Value ($000) $456 Shares 25,000 Est. Cost $12.60 Unrealized
TE Connectivity Ltd 0.0%
Value ($000) $439 Shares 3,404 Est. Cost $57.58 Unrealized
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $437 Shares 3,830 Est. Cost $114.10 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $416 Shares 1,513 Est. Cost $150.16 Unrealized
SO Southern Co. 0.0%
Value ($000) $406 Shares 6,526 Est. Cost $45.52 Unrealized +9.5%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $392 Shares 4,690 Est. Cost $66.47 Unrealized +27.2%
TM Toyota Motor Corp. 0.0%
Value ($000) $390 Shares 2,500 Est. Cost $120.00 Unrealized
Teladoc, Inc. 0.0%
Value ($000) $373 Shares 2,052 Est. Cost $155.05 Unrealized
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $350 Shares 847 Est. Cost $226.53 Unrealized +70.4%
VTI Vanguard Index Total Stock Fun 0.0%
Value ($000) $336 Shares 1,627 Est. Cost $156.78 Unrealized
VXF Vanguard Index Extended Market 0.0%
Value ($000) $328 Shares 1,854 Est. Cost $90.45 Unrealized
FOX Fox Corp. Cl B 0.0%
Value ($000) $322 Shares 9,225 Est. Cost $34.51 Unrealized -9.3%
HealthStream Inc. 0.0%
Value ($000) $304 Shares 13,600 Est. Cost $25.29 Unrealized
CI CIGNA Corp. 0.0%
Value ($000) $304 Shares 1,259 Est. Cost $144.40 Unrealized +41.4%
SJM J M Smucker Company 0.0%
Value ($000) $297 Shares 2,345 Est. Cost $100.50 Unrealized 0.0%
AZO AutoZone 0.0%
Value ($000) $292 Shares 208 Est. Cost $1057.54 Unrealized +17.1%
NSRGY Nestle SA Sponsored Reg 0.0%
Value ($000) $291 Shares 2,598 Est. Cost $75.45 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $284 Shares 2,129 Est. Cost $105.71 Unrealized 0.0%
ConocoPhillips 0.0%
Value ($000) $281 Shares 5,296 Est. Cost $40.41 Unrealized
HP Inc. 0.0%
Value ($000) $280 Shares 8,829 Est. Cost $14.08 Unrealized
General Electric Co. 0.0%
Value ($000) $279 Shares 21,280 Est. Cost $22.68 Unrealized
VTRS Viatris, Inc. 0.0%
Value ($000) $267 Shares 19,132 Est. Cost $13.33 Unrealized -0.1%
COST Costco Wholesale 0.0%
Value ($000) $262 Shares 744 Est. Cost $283.49 Unrealized +16.3%
XLF SPDR Financial Select 0.0%
Value ($000) $260 Shares 7,650 Est. Cost $33.99 Unrealized
Vidler Water Resources 0.0%
Value ($000) $258 Shares 29,000 Est. Cost $8.90 Unrealized
IWM Russell 2000 Index Fund 0.0%
Value ($000) $254 Shares 1,149 Est. Cost $195.82 Unrealized
Johnson Controls International 0.0%
Value ($000) $241 Shares 4,035 Est. Cost $59.73 Unrealized
PAAS Pan American Silver 0.0%
Value ($000) $240 Shares 8,000 Est. Cost $6.83 Unrealized +375.4%
UNH UnitedHealth Group 0.0%
Value ($000) $239 Shares 643 Est. Cost $308.19 Unrealized +3.7%
C Citigroup Inc. 0.0%
Value ($000) $231 Shares 3,175 Est. Cost $56.18 Unrealized 0.0%
UNP Union Pacific Corp. 0.0%
Value ($000) $224 Shares 1,016 Est. Cost $164.87 Unrealized +14.1%
Global Payments 0.0%
Value ($000) $222 Shares 1,100 Est. Cost $215.45 Unrealized
Perspecta, Inc. 0.0%
Value ($000) $215 Shares 7,397 Est. Cost $29.07 Unrealized
ILMN Illumina, Inc. 0.0%
Value ($000) $214 Shares 557 Est. Cost $318.77 Unrealized +27.9%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $213 Shares 2,320 Est. Cost $91.81 Unrealized
ITOT iShares Core S&P Total U.S. St 0.0%
Value ($000) $211 Shares 2,308 Est. Cost $91.42 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $200 Shares 2,075 Est. Cost $28.57 Unrealized 0.0%
SXC SunCoke Energy 0.0%
Value ($000) $175 Shares 25,000 Est. Cost $9.20 Unrealized -32.9%
Griffin-American Healthcare RE 0.0%
Value ($000) $147 Shares 17,184 Est. Cost $9.41 Unrealized
AGI Alamos Gold Cl A 0.0%
Value ($000) $109 Shares 14,000 Est. Cost $8.39 Unrealized -8.1%
NWBO Northwest Biotherapeutics, Inc 0.0%
Value ($000) $30 Shares 20,000 Est. Cost $0.20 Unrealized +648.6%
Provectus Biophamaceuticals 0.0%
Value ($000) $3 Shares 50,000 Est. Cost $0.04 Unrealized
Provision Holding, Inc. Com 0.0%
Value ($000) $1 Shares 221,450 Est. Cost $0.00 Unrealized
AERN AER Energy Resources Inc 0.0%
Value ($000) $1 Shares 5,000,000 Est. Cost $0.00 Unrealized +110.8%
LinnCo, LLC Escrow 0.0%
Value ($000) $0 Shares 15,000 Est. Cost Unrealized
Energold Drilling Corp 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized