LEE DANNER & BASS INC Diversified Active

CIK: 0000939219 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 27, 2021

Total Value ($000): $1,103,683 (100.0% shares, 0.0% debt)

Holdings (208)

BRK/B Berkshire Hathaway 'B' 8.9%
Value ($000) $97,749 Shares 351,716 Est. Cost $112.39 Unrealized +148.6%
HCA HCA Healthcare, Inc. 8.7%
Value ($000) $96,171 Shares 465,179 Est. Cost $58.14 Unrealized +236.7%
AAPL Apple Inc. 5.0%
Value ($000) $55,382 Shares 404,368 Est. Cost $82.04 Unrealized +54.1%
FRFHF Fairfax Financial Hld 4.1%
Value ($000) $45,371 Shares 103,609 Est. Cost $321.26 Unrealized +34.1%
Accenture Ltd 3.4%
Value ($000) $37,283 Shares 126,474 Est. Cost $72.13 Unrealized
MSFT Microsoft Corp. 2.5%
Value ($000) $27,974 Shares 103,262 Est. Cost $40.25 Unrealized +508.1%
AMZN Amazon.com 2.2%
Value ($000) $24,057 Shares 6,993 Est. Cost $28.74 Unrealized +478.2%
DIS Walt Disney Co. 2.1%
Value ($000) $23,233 Shares 132,178 Est. Cost $76.95 Unrealized +128.3%
Alphabet Inc. Class C 2.1%
Value ($000) $22,903 Shares 9,138 Est. Cost $878.48 Unrealized
LOW Lowes Companies 1.9%
Value ($000) $20,632 Shares 106,365 Est. Cost $44.80 Unrealized +300.7%
BBBY Overstock 1.8%
Value ($000) $19,864 Shares 215,445 Est. Cost $18.16 Unrealized +340.2%
JNJ Johnson & Johnson 1.5%
Value ($000) $17,040 Shares 103,433 Est. Cost $65.52 Unrealized +121.2%
MDLZ Mondelez Int'l Inc 1.5%
Value ($000) $16,084 Shares 257,590 Est. Cost $25.48 Unrealized +114.3%
PG Procter & Gamble Co. 1.4%
Value ($000) $15,926 Shares 118,029 Est. Cost $56.63 Unrealized +113.1%
HD Home Depot Inc. 1.4%
Value ($000) $15,243 Shares 47,799 Est. Cost $59.76 Unrealized +375.0%
Goldman Sachs Group 1.3%
Value ($000) $14,777 Shares 38,935 Est. Cost $210.92 Unrealized
Pinnacle Financial Partners 1.3%
Value ($000) $14,112 Shares 159,841 Est. Cost $60.18 Unrealized
CAT Caterpillar Inc. 1.3%
Value ($000) $13,886 Shares 63,804 Est. Cost $80.18 Unrealized +164.2%
LUMN Lumen Technologies 1.2%
Value ($000) $13,089 Shares 963,119 Est. Cost $8.43 Unrealized +45.5%
FDX FedEx Corp. 1.1%
Value ($000) $12,385 Shares 41,515 Est. Cost $106.35 Unrealized +154.1%
UPS United Parcel Svc. Cl B 1.1%
Value ($000) $12,265 Shares 58,974 Est. Cost $69.18 Unrealized +137.3%
L Loews Corp. 1.1%
Value ($000) $12,089 Shares 221,199 Est. Cost $42.04 Unrealized +30.9%
INTC Intel Corp. 1.1%
Value ($000) $11,953 Shares 212,908 Est. Cost $19.44 Unrealized +175.6%
PYPL PayPal Holdings Inc. 1.1%
Value ($000) $11,632 Shares 39,907 Est. Cost $124.48 Unrealized +111.7%
WMT Wal-Mart Stores Inc. 1.0%
Value ($000) $11,501 Shares 81,555 Est. Cost $21.22 Unrealized +106.4%
ViaSat Inc 1.0%
Value ($000) $11,463 Shares 230,000 Est. Cost $33.74 Unrealized
XOM Exxon Mobil Corp. 0.9%
Value ($000) $10,476 Shares 166,081 Est. Cost $53.20 Unrealized -5.9%
V Visa Inc 0.9%
Value ($000) $9,754 Shares 41,716 Est. Cost $194.40 Unrealized +13.7%
Brookfield Asset Mgmt 0.9%
Value ($000) $9,624 Shares 188,775 Est. Cost $40.62 Unrealized
URI United Rentals, Inc. 0.8%
Value ($000) $9,187 Shares 28,800 Est. Cost $94.98 Unrealized +229.3%
Comcast Corp. - Class A 0.8%
Value ($000) $8,905 Shares 156,166 Est. Cost $43.00 Unrealized
AMGN Amgen Inc. 0.8%
Value ($000) $8,661 Shares 35,533 Est. Cost $104.50 Unrealized +103.4%
Merck & Company Inc. 0.8%
Value ($000) $8,630 Shares 110,969 Est. Cost $53.41 Unrealized
AEM Agnico Eagle Mines Ltd. 0.8%
Value ($000) $8,295 Shares 137,226 Est. Cost $33.63 Unrealized +76.4%
RSG Republic Services Inc. 0.8%
Value ($000) $8,280 Shares 75,269 Est. Cost $26.38 Unrealized +283.3%
CVS CVS Health Corp. 0.7%
Value ($000) $8,233 Shares 98,673 Est. Cost $60.24 Unrealized +17.0%
RTX Raytheon Technologies Corp. 0.7%
Value ($000) $8,178 Shares 95,856 Est. Cost $56.05 Unrealized +35.1%
MDT Medtronic PLC 0.7%
Value ($000) $8,160 Shares 65,737 Est. Cost $64.50 Unrealized +69.8%
CXW CoreCivic, Inc. 0.7%
Value ($000) $8,068 Shares 770,628 Est. Cost $14.58 Unrealized -38.4%
CSCO Cisco Systems Inc. 0.7%
Value ($000) $7,637 Shares 144,094 Est. Cost $19.65 Unrealized +133.3%
PFE Pfizer Inc. 0.7%
Value ($000) $7,568 Shares 193,246 Est. Cost $20.24 Unrealized +53.1%
SYY Sysco Corp. 0.7%
Value ($000) $7,505 Shares 96,521 Est. Cost $24.95 Unrealized +185.9%
Zoetis, Inc. 0.7%
Value ($000) $7,244 Shares 38,871 Est. Cost $38.85 Unrealized
National Health Invstrs 0.6%
Value ($000) $6,978 Shares 104,066 Est. Cost $59.86 Unrealized
Equity Commonwealth 0.6%
Value ($000) $6,763 Shares 258,123 Est. Cost $30.09 Unrealized
PM Philip Morris Intl 0.6%
Value ($000) $6,150 Shares 62,053 Est. Cost $50.41 Unrealized +51.6%
TEGNA, Inc. 0.5%
Value ($000) $6,010 Shares 320,381 Est. Cost $31.31 Unrealized
Peoples United Fncl 0.5%
Value ($000) $6,008 Shares 350,503 Est. Cost $14.90 Unrealized
HAL Halliburton Inc. 0.5%
Value ($000) $5,914 Shares 255,790 Est. Cost $31.71 Unrealized -35.8%
BLX Banco LatinoAmericano 0.5%
Value ($000) $5,776 Shares 375,822 Est. Cost $11.41 Unrealized +3.3%
BMY Bristol Myers Squibb 0.5%
Value ($000) $5,529 Shares 82,745 Est. Cost $38.82 Unrealized +38.8%
JEF Jefferies Financial Grp 0.5%
Value ($000) $5,350 Shares 156,422 Est. Cost $16.31 Unrealized +61.7%
KO Coca Cola Co. 0.5%
Value ($000) $5,341 Shares 98,713 Est. Cost $33.32 Unrealized +41.9%
HON Honeywell Intl. 0.5%
Value ($000) $5,320 Shares 24,255 Est. Cost $82.93 Unrealized +131.7%
SBUX Starbucks Corp. 0.5%
Value ($000) $5,293 Shares 47,336 Est. Cost $50.06 Unrealized +103.1%
EEM iShares MSCI Emerging Markets 0.4%
Value ($000) $4,815 Shares 87,309 Est. Cost $47.37 Unrealized
Regions Financial Corp. 0.4%
Value ($000) $4,784 Shares 237,048 Est. Cost $10.68 Unrealized
BKD Brookdale Sr Living Inc 0.4%
Value ($000) $4,764 Shares 602,975 Est. Cost $10.06 Unrealized -28.5%
FISV Fiserv 0.4%
Value ($000) $4,630 Shares 43,316 Est. Cost $112.84 Unrealized +3.0%
WTM White Mountain Ins 0.4%
Value ($000) $4,573 Shares 3,983 Est. Cost $583.58 Unrealized +100.1%
ABT Abbott Laboratories 0.4%
Value ($000) $4,434 Shares 38,243 Est. Cost $32.87 Unrealized +226.4%
MCD McDonalds Corp. 0.4%
Value ($000) $4,324 Shares 18,719 Est. Cost $74.95 Unrealized +179.2%
ADT ADT, Inc. 0.4%
Value ($000) $4,319 Shares 400,286 Est. Cost $7.07 Unrealized +27.3%
IJR iShares S&P SmallCap 600 Index 0.4%
Value ($000) $4,289 Shares 37,959 Est. Cost $79.03 Unrealized
BAC BankAmerica Corp. 0.4%
Value ($000) $4,256 Shares 103,236 Est. Cost $21.53 Unrealized +69.8%
CVX Chevron Corp. 0.4%
Value ($000) $4,244 Shares 40,515 Est. Cost $81.30 Unrealized +7.1%
Verizon Comm. 0.4%
Value ($000) $4,136 Shares 73,820 Est. Cost $53.28 Unrealized
VWO Vanguard Emerging Markets ETF 0.4%
Value ($000) $4,000 Shares 73,648 Est. Cost $41.14 Unrealized
LUV Southwest Airlines Co. 0.4%
Value ($000) $3,993 Shares 75,212 Est. Cost $37.98 Unrealized +46.8%
SLB Schlumberger Ltd. 0.4%
Value ($000) $3,942 Shares 123,140 Est. Cost $45.35 Unrealized -38.8%
DOC Healthpeak Properties Inc. 0.4%
Value ($000) $3,914 Shares 117,566 Est. Cost $23.86 Unrealized +9.8%
T AT&T, Inc. 0.4%
Value ($000) $3,913 Shares 135,969 Est. Cost $11.73 Unrealized +44.9%
Oracle 0.4%
Value ($000) $3,904 Shares 50,148 Est. Cost $36.98 Unrealized
Cable One Inc 0.4%
Value ($000) $3,889 Shares 2,033 Est. Cost $419.33 Unrealized
J. P. Morgan Chase & Co. Inc. 0.3%
Value ($000) $3,795 Shares 24,400 Est. Cost $85.19 Unrealized
IWF iShares TR Russell 1000 Growth 0.3%
Value ($000) $3,699 Shares 13,627 Est. Cost $169.26 Unrealized
DAL Delta Airlines Inc. 0.3%
Value ($000) $3,415 Shares 78,932 Est. Cost $44.12 Unrealized +2.1%
OI O-I Glass, Inc. 0.3%
Value ($000) $3,406 Shares 208,559 Est. Cost $9.90 Unrealized +71.1%
CARR Carrier Global Corp. 0.3%
Value ($000) $3,397 Shares 69,890 Est. Cost $17.13 Unrealized +145.0%
DXC Technology Co. 0.3%
Value ($000) $3,346 Shares 85,934 Est. Cost $57.09 Unrealized
NOV NOV Inc. 0.3%
Value ($000) $3,240 Shares 211,500 Est. Cost $12.41 Unrealized +25.4%
OC Owens Corning 0.3%
Value ($000) $2,884 Shares 29,455 Est. Cost $45.93 Unrealized +117.5%
Select Basic Materials Sector 0.3%
Value ($000) $2,835 Shares 34,442 Est. Cost $51.48 Unrealized
PEP PepsiCo Inc. 0.3%
Value ($000) $2,766 Shares 18,671 Est. Cost $61.52 Unrealized +105.1%
TFC Truist Financial Corp. 0.2%
Value ($000) $2,654 Shares 47,812 Est. Cost $40.54 Unrealized +16.0%
BP BP PLC 0.2%
Value ($000) $2,569 Shares 97,248 Est. Cost $30.11 Unrealized
SYK Stryker 0.2%
Value ($000) $2,568 Shares 9,886 Est. Cost $167.32 Unrealized +45.5%
IBM International Business Machine 0.2%
Value ($000) $2,528 Shares 17,247 Est. Cost $109.69 Unrealized +3.4%
Facebook, Inc. 0.2%
Value ($000) $2,454 Shares 7,059 Est. Cost $246.76 Unrealized
WFC Wells Fargo & Co. 0.2%
Value ($000) $2,454 Shares 54,195 Est. Cost $34.67 Unrealized +15.3%
DEO Diageo PLC 0.2%
Value ($000) $2,349 Shares 12,252 Est. Cost $113.29 Unrealized
HSIC Henry Schein, Inc. 0.2%
Value ($000) $2,218 Shares 29,895 Est. Cost $75.37 Unrealized 0.0%
3M Company 0.2%
Value ($000) $2,187 Shares 11,011 Est. Cost $115.86 Unrealized
Duke Energy Corp. 0.2%
Value ($000) $2,136 Shares 21,638 Est. Cost $68.35 Unrealized
Royal Dutch Shell Cl B 0.2%
Value ($000) $1,900 Shares 48,943 Est. Cost $55.91 Unrealized
Travelers Inc. 0.2%
Value ($000) $1,884 Shares 12,583 Est. Cost $121.59 Unrealized
OTIS Otis Worldwide Corp. 0.2%
Value ($000) $1,866 Shares 22,822 Est. Cost $47.48 Unrealized +51.0%
Altria Group, Inc. 0.2%
Value ($000) $1,833 Shares 38,451 Est. Cost $36.50 Unrealized
AbbVie, Inc. 0.2%
Value ($000) $1,831 Shares 16,258 Est. Cost $62.39 Unrealized
TPR Tapestry, Inc. 0.2%
Value ($000) $1,815 Shares 41,753 Est. Cost $31.30 Unrealized +25.9%
Dominion Energy Inc. 0.2%
Value ($000) $1,814 Shares 24,654 Est. Cost $62.36 Unrealized
USB US Bancorp 0.2%
Value ($000) $1,768 Shares 31,028 Est. Cost $32.95 Unrealized +44.8%
Alphabet Inc. Class A 0.2%
Value ($000) $1,678 Shares 687 Est. Cost $831.09 Unrealized
Energy Select Sector - SPDR 0.1%
Value ($000) $1,588 Shares 29,484 Est. Cost $48.39 Unrealized
NKE Nike 0.1%
Value ($000) $1,515 Shares 9,806 Est. Cost $93.98 Unrealized +33.7%
VMC Vulcan Materials 0.1%
Value ($000) $1,487 Shares 8,542 Est. Cost $47.19 Unrealized +265.0%
IWD iShares Russell Value Index 0.1%
Value ($000) $1,452 Shares 9,155 Est. Cost $120.07 Unrealized
SPY S & P 500 Index Depository Rec 0.1%
Value ($000) $1,448 Shares 3,382 Est. Cost $248.12 Unrealized
FCX Freeport McMoran, Inc. 0.1%
Value ($000) $1,421 Shares 38,295 Est. Cost $19.18 Unrealized +90.5%
PSX Phillips 66 0.1%
Value ($000) $1,405 Shares 16,373 Est. Cost $62.25 Unrealized +13.4%
KKR & Co., Inc. Cl A 0.1%
Value ($000) $1,280 Shares 21,600 Est. Cost $24.83 Unrealized
GHC Graham Holdings Co 0.1%
Value ($000) $1,238 Shares 1,953 Est. Cost $339.79 Unrealized +81.2%
SPYV SPDR S&P 500 Value ETF 0.1%
Value ($000) $1,191 Shares 30,125 Est. Cost $37.91 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $1,140 Shares 14,450 Est. Cost $65.70 Unrealized
AXP American Express Co. 0.1%
Value ($000) $1,122 Shares 6,793 Est. Cost $67.14 Unrealized +120.2%
EPP iShares MSCI Pacific Rim 0.1%
Value ($000) $1,103 Shares 21,323 Est. Cost $43.16 Unrealized
XLU SPDR Utilities Select 0.1%
Value ($000) $1,071 Shares 16,945 Est. Cost $56.94 Unrealized
VV Vanguard Large-Cap Exchanged T 0.1%
Value ($000) $1,044 Shares 5,201 Est. Cost $92.52 Unrealized
VanEck Vectors Oil Services ET 0.1%
Value ($000) $1,037 Shares 4,735 Est. Cost $219.01 Unrealized
IWB iShares Russell 1000 Index ETF 0.1%
Value ($000) $1,018 Shares 4,205 Est. Cost $111.56 Unrealized
Valero Energy Corp. 0.1%
Value ($000) $990 Shares 12,679 Est. Cost $72.09 Unrealized
TJX TJX Companies, Inc. 0.1%
Value ($000) $954 Shares 14,144 Est. Cost $33.24 Unrealized +91.5%
STZ Constellation Brands Inc. Clas 0.1%
Value ($000) $946 Shares 4,045 Est. Cost $208.10 Unrealized +4.5%
ALL AllState Corp. 0.1%
Value ($000) $942 Shares 7,225 Est. Cost $44.78 Unrealized +157.5%
Target Corporation 0.1%
Value ($000) $939 Shares 3,885 Est. Cost $122.96 Unrealized
RHHBY Roche Holdings 0.1%
Value ($000) $930 Shares 19,793 Est. Cost $46.79 Unrealized
VB Vanguard Small-Cap VIPERs 0.1%
Value ($000) $923 Shares 4,098 Est. Cost $109.33 Unrealized
LHX L3Harris Technologies, Inc 0.1%
Value ($000) $880 Shares 4,069 Est. Cost $180.55 Unrealized +8.3%
SPDR S&P Dividend ETF 0.1%
Value ($000) $880 Shares 7,200 Est. Cost $118.06 Unrealized
GIS General Mills Inc. 0.1%
Value ($000) $878 Shares 14,415 Est. Cost $35.08 Unrealized +50.8%
NSC Norfolk Southern Corp. 0.1%
Value ($000) $857 Shares 3,231 Est. Cost $100.99 Unrealized +147.8%
NVDA Nvidia Corp 0.1%
Value ($000) $846 Shares 1,057 Est. Cost $8.40 Unrealized +90.4%
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $837 Shares 2 Est. Cost $177346.64 Unrealized +137.0%
Novartis AG 0.1%
Value ($000) $795 Shares 8,714 Est. Cost $75.12 Unrealized
DHR Danaher Corp. 0.1%
Value ($000) $793 Shares 2,954 Est. Cost $68.10 Unrealized +218.9%
DRI Darden Restaurants, Inc. 0.1%
Value ($000) $719 Shares 4,926 Est. Cost $35.03 Unrealized +246.1%
TRC Tejon Ranch Co. 0.1%
Value ($000) $715 Shares 47,000 Est. Cost $18.76 Unrealized -17.2%
AAL American Airlines Grp 0.1%
Value ($000) $695 Shares 32,780 Est. Cost $35.76 Unrealized -36.7%
PENN Penn National Gaming 0.1%
Value ($000) $681 Shares 8,906 Est. Cost $86.12 Unrealized 0.0%
Zimmer Biomet Holdings, Inc. 0.1%
Value ($000) $680 Shares 4,226 Est. Cost $104.69 Unrealized
KHC Kraft Heinz Company 0.1%
Value ($000) $667 Shares 16,350 Est. Cost $46.43 Unrealized -27.2%
VO Vanguard Mid-Cap Exchange Trad 0.1%
Value ($000) $664 Shares 2,798 Est. Cost $119.53 Unrealized
AIG American Int'l Group 0.1%
Value ($000) $657 Shares 13,805 Est. Cost $42.66 Unrealized +4.2%
BA Boeing Co. 0.1%
Value ($000) $648 Shares 2,705 Est. Cost $232.29 Unrealized +4.1%
NextEra Energy, Inc. 0.1%
Value ($000) $615 Shares 8,396 Est. Cost $93.34 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $594 Shares 6,475 Est. Cost $20.23 Unrealized +264.4%
IWR iShares Russell Mid-Cap Index 0.1%
Value ($000) $573 Shares 7,225 Est. Cost $66.59 Unrealized
FOXA Fox Corp. Cl A 0.1%
Value ($000) $570 Shares 15,351 Est. Cost $35.41 Unrealized -0.2%
TSLA Tesla, Inc. 0.0%
Value ($000) $530 Shares 780 Est. Cost $130.06 Unrealized +66.9%
Adams Diversified Equity Fund, 0.0%
Value ($000) $494 Shares 25,000 Est. Cost $12.60 Unrealized
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $491 Shares 1,827 Est. Cost $155.83 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $486 Shares 4,690 Est. Cost $66.47 Unrealized +41.8%
TE Connectivity Ltd 0.0%
Value ($000) $479 Shares 3,546 Est. Cost $60.69 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $461 Shares 1,591 Est. Cost $157.01 Unrealized
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $445 Shares 3,820 Est. Cost $114.10 Unrealized
TM Toyota Motor Corp. 0.0%
Value ($000) $437 Shares 2,500 Est. Cost $120.00 Unrealized
Discov Commun 'C' 0.0%
Value ($000) $423 Shares 14,608 Est. Cost $19.94 Unrealized
IRM Iron Mountain, Inc. 0.0%
Value ($000) $407 Shares 9,608 Est. Cost $34.67 Unrealized 0.0%
XLF SPDR Financial Select 0.0%
Value ($000) $405 Shares 11,049 Est. Cost $34.81 Unrealized
SO Southern Co. 0.0%
Value ($000) $396 Shares 6,544 Est. Cost $45.52 Unrealized +18.1%
Vidler Water Resources 0.0%
Value ($000) $386 Shares 29,000 Est. Cost $8.90 Unrealized
IVV iShares S&P 500 Core Index ETF 0.0%
Value ($000) $385 Shares 896 Est. Cost $284.69 Unrealized
VTI Vanguard Index Total Stock Fun 0.0%
Value ($000) $384 Shares 1,723 Est. Cost $160.46 Unrealized
HealthStream Inc. 0.0%
Value ($000) $380 Shares 13,600 Est. Cost $25.29 Unrealized
MA MasterCard Inc. 0.0%
Value ($000) $375 Shares 1,027 Est. Cost $362.28 Unrealized 0.0%
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $355 Shares 847 Est. Cost $226.53 Unrealized +87.5%
VXF Vanguard Index Extended Market 0.0%
Value ($000) $350 Shares 1,854 Est. Cost $90.45 Unrealized
ConocoPhillips 0.0%
Value ($000) $334 Shares 5,481 Est. Cost $41.11 Unrealized
OGN Organon & Co. 0.0%
Value ($000) $333 Shares 11,005 Est. Cost $26.93 Unrealized 0.0%
NSRGY Nestle SA Sponsored Reg 0.0%
Value ($000) $324 Shares 2,598 Est. Cost $75.45 Unrealized
Teladoc, Inc. 0.0%
Value ($000) $320 Shares 1,927 Est. Cost $155.05 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $317 Shares 2,229 Est. Cost $106.74 Unrealized +20.7%
AZO AutoZone 0.0%
Value ($000) $310 Shares 208 Est. Cost $1057.54 Unrealized +37.1%
General Electric Co. 0.0%
Value ($000) $305 Shares 22,655 Est. Cost $22.12 Unrealized
SJM J M Smucker Company 0.0%
Value ($000) $304 Shares 2,345 Est. Cost $100.50 Unrealized +13.3%
IWM Russell 2000 Index Fund 0.0%
Value ($000) $298 Shares 1,299 Est. Cost $199.70 Unrealized
CI CIGNA Corp. 0.0%
Value ($000) $298 Shares 1,259 Est. Cost $144.40 Unrealized +59.1%
COST Costco Wholesale 0.0%
Value ($000) $294 Shares 744 Est. Cost $283.49 Unrealized +26.7%
HP Inc. 0.0%
Value ($000) $288 Shares 9,541 Est. Cost $15.28 Unrealized
Johnson Controls International 0.0%
Value ($000) $277 Shares 4,035 Est. Cost $59.73 Unrealized
FOX Fox Corp. Cl B 0.0%
Value ($000) $277 Shares 7,878 Est. Cost $34.51 Unrealized -1.7%
VTRS Viatris, Inc. 0.0%
Value ($000) $268 Shares 18,777 Est. Cost $13.33 Unrealized -11.0%
ILMN Illumina, Inc. 0.0%
Value ($000) $264 Shares 557 Est. Cost $318.77 Unrealized +26.3%
UNH UnitedHealth Group 0.0%
Value ($000) $257 Shares 643 Est. Cost $308.19 Unrealized +19.7%
VDE Vanguard Energy ETF 0.0%
Value ($000) $252 Shares 3,315 Est. Cost $76.02 Unrealized
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $241 Shares 4,585 Est. Cost $52.56 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $236 Shares 2,320 Est. Cost $91.81 Unrealized
QQQ Invesco QQQ Trust Ser 1 0.0%
Value ($000) $236 Shares 667 Est. Cost $353.82 Unrealized
PAAS Pan American Silver 0.0%
Value ($000) $229 Shares 8,000 Est. Cost $6.83 Unrealized +371.5%
ITOT iShares Core S&P Total U.S. St 0.0%
Value ($000) $228 Shares 2,308 Est. Cost $91.42 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $225 Shares 3,175 Est. Cost $56.18 Unrealized +11.6%
UNP Union Pacific Corp. 0.0%
Value ($000) $223 Shares 1,016 Est. Cost $164.87 Unrealized +21.5%
Discover Financial Service 0.0%
Value ($000) $216 Shares 1,825 Est. Cost $118.36 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $212 Shares 584 Est. Cost $333.78 Unrealized 0.0%
XLK Technology Select Sector SPDR 0.0%
Value ($000) $210 Shares 1,421 Est. Cost $147.78 Unrealized
Lam Research Corp. 0.0%
Value ($000) $204 Shares 313 Est. Cost $651.76 Unrealized
ACWI iShares Tr MSCI ACWI ETF 0.0%
Value ($000) $202 Shares 2,000 Est. Cost $101.00 Unrealized
CL Colgate Palmolive Co. 0.0%
Value ($000) $202 Shares 2,481 Est. Cost $73.43 Unrealized 0.0%
Marathon Petroleum Corp. 0.0%
Value ($000) $201 Shares 3,322 Est. Cost $60.51 Unrealized
SXC SunCoke Energy 0.0%
Value ($000) $178 Shares 25,000 Est. Cost $9.20 Unrealized -22.6%
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) $130 Shares 17,000 Est. Cost $8.36 Unrealized -1.8%
NWBO Northwest Biotherapeutics, Inc 0.0%
Value ($000) $29 Shares 20,000 Est. Cost $0.20 Unrealized +658.3%
Provectus Biophamaceuticals 0.0%
Value ($000) $3 Shares 50,000 Est. Cost $0.04 Unrealized
AERN AER Energy Resources Inc 0.0%
Value ($000) $1 Shares 5,000,000 Est. Cost $0.00 Unrealized +124.1%
Energold Drilling Corp 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
LinnCo, LLC Escrow 0.0%
Value ($000) $0 Shares 15,000 Est. Cost Unrealized
Provision Holding, Inc. Com 0.0%
Value ($000) $0 Shares 221,450 Est. Cost $0.00 Unrealized