LEE DANNER & BASS INC Diversified Active

CIK: 0000939219 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 25, 2022

Total Value ($000): $989,928 (100.0% shares, 0.0% debt)

Holdings (198)

BRK/B Berkshire Hathaway 'B' 9.3%
Value ($000) $92,109 Shares 337,370 Est. Cost $112.39 Unrealized +179.1%
HCA HCA Healthcare, Inc. 7.5%
Value ($000) $74,482 Shares 443,189 Est. Cost $60.48 Unrealized +244.0%
FRFHF Fairfax Financial Hld 6.2%
Value ($000) $61,352 Shares 116,026 Est. Cost $330.98 Unrealized +53.7%
AAPL Apple Inc. 4.7%
Value ($000) $47,020 Shares 343,913 Est. Cost $82.04 Unrealized +81.2%
Accenture Ltd 3.4%
Value ($000) $33,380 Shares 120,225 Est. Cost $76.68 Unrealized
MSFT Microsoft Corp. 2.6%
Value ($000) $25,880 Shares 100,765 Est. Cost $52.61 Unrealized +400.7%
Alphabet Inc. Class C 2.1%
Value ($000) $20,450 Shares 9,349 Est. Cost $941.83 Unrealized
AMZN Amazon.com 1.9%
Value ($000) $18,845 Shares 177,435 Est. Cost $121.68 Unrealized +2.8%
JNJ Johnson & Johnson 1.9%
Value ($000) $18,822 Shares 106,035 Est. Cost $68.70 Unrealized +132.8%
LOW Lowes Companies 1.8%
Value ($000) $17,507 Shares 100,227 Est. Cost $44.80 Unrealized +300.8%
PG Procter & Gamble Co. 1.6%
Value ($000) $15,490 Shares 107,724 Est. Cost $56.63 Unrealized +142.4%
MDLZ Mondelez Int'l Inc 1.5%
Value ($000) $15,224 Shares 245,197 Est. Cost $25.48 Unrealized +124.6%
DIS Walt Disney Co. 1.3%
Value ($000) $13,090 Shares 138,670 Est. Cost $79.97 Unrealized +35.6%
Pinnacle Financial Partners 1.3%
Value ($000) $12,876 Shares 178,069 Est. Cost $62.10 Unrealized
Goldman Sachs Group 1.3%
Value ($000) $12,816 Shares 43,147 Est. Cost $223.92 Unrealized
V Visa Inc 1.3%
Value ($000) $12,633 Shares 64,162 Est. Cost $203.06 Unrealized -1.0%
FDX FedEx Corp. 1.2%
Value ($000) $12,206 Shares 53,839 Est. Cost $136.23 Unrealized +44.4%
L Loews Corp. 1.2%
Value ($000) $12,053 Shares 203,400 Est. Cost $42.04 Unrealized +47.7%
XOM Exxon Mobil Corp. 1.1%
Value ($000) $11,072 Shares 129,286 Est. Cost $53.20 Unrealized +49.6%
HD Home Depot Inc. 1.1%
Value ($000) $10,854 Shares 39,575 Est. Cost $59.76 Unrealized +350.2%
CAT Caterpillar Inc. 1.1%
Value ($000) $10,711 Shares 59,920 Est. Cost $80.18 Unrealized +146.1%
MDT Medtronic PLC 1.1%
Value ($000) $10,492 Shares 116,906 Est. Cost $78.63 Unrealized +14.9%
UPS United Parcel Svc. Cl B 1.1%
Value ($000) $10,399 Shares 56,967 Est. Cost $70.34 Unrealized +118.0%
LUMN Lumen Technologies 1.0%
Value ($000) $10,179 Shares 932,972 Est. Cost $8.43 Unrealized +28.4%
PFE Pfizer Inc. 1.0%
Value ($000) $9,918 Shares 189,170 Est. Cost $20.24 Unrealized +107.4%
URI United Rentals, Inc. 1.0%
Value ($000) $9,753 Shares 40,152 Est. Cost $161.27 Unrealized +76.7%
WMT Wal-Mart Stores Inc. 1.0%
Value ($000) $9,509 Shares 78,208 Est. Cost $21.54 Unrealized +104.4%
RSG Republic Services Inc. 1.0%
Value ($000) $9,483 Shares 72,458 Est. Cost $26.38 Unrealized +375.1%
Merck & Company Inc. 1.0%
Value ($000) $9,468 Shares 103,853 Est. Cost $53.41 Unrealized
RTX Raytheon Technologies Corp. 0.9%
Value ($000) $9,311 Shares 96,880 Est. Cost $57.54 Unrealized +53.8%
CVS CVS Health Corp. 0.9%
Value ($000) $8,521 Shares 91,955 Est. Cost $60.24 Unrealized +42.6%
ViaSat Inc 0.9%
Value ($000) $8,454 Shares 276,000 Est. Cost $33.58 Unrealized
FISV Fiserv 0.8%
Value ($000) $8,259 Shares 92,825 Est. Cost $110.55 Unrealized -12.3%
AMGN Amgen Inc. 0.8%
Value ($000) $8,050 Shares 33,085 Est. Cost $104.50 Unrealized +109.2%
SYY Sysco Corp. 0.8%
Value ($000) $7,976 Shares 94,156 Est. Cost $28.84 Unrealized +162.6%
CXW CoreCivic, Inc. 0.8%
Value ($000) $7,737 Shares 696,384 Est. Cost $14.58 Unrealized -17.1%
Brookfield Asset Mgmt 0.8%
Value ($000) $7,705 Shares 173,252 Est. Cost $40.62 Unrealized
INTC Intel Corp. 0.8%
Value ($000) $7,492 Shares 200,278 Est. Cost $19.44 Unrealized +109.0%
HAL Halliburton Inc. 0.7%
Value ($000) $7,181 Shares 228,983 Est. Cost $31.71 Unrealized +8.8%
AEM Agnico Eagle Mines Ltd. 0.6%
Value ($000) $6,283 Shares 137,311 Est. Cost $34.40 Unrealized +47.5%
Zoetis, Inc. 0.6%
Value ($000) $6,211 Shares 36,134 Est. Cost $38.85 Unrealized
M&T Bank Corp. 0.6%
Value ($000) $6,122 Shares 38,407 Est. Cost $159.40 Unrealized
CSCO Cisco Systems Inc. 0.6%
Value ($000) $6,042 Shares 141,709 Est. Cost $19.65 Unrealized +117.9%
BMY Bristol Myers Squibb 0.6%
Value ($000) $5,851 Shares 75,983 Est. Cost $39.60 Unrealized +64.1%
PM Philip Morris Intl 0.6%
Value ($000) $5,761 Shares 58,348 Est. Cost $50.41 Unrealized +69.4%
KO Coca Cola Co. 0.6%
Value ($000) $5,757 Shares 91,505 Est. Cost $33.32 Unrealized +70.3%
Comcast Corp. - Class A 0.6%
Value ($000) $5,713 Shares 145,604 Est. Cost $43.00 Unrealized
National Health Invstrs 0.6%
Value ($000) $5,668 Shares 93,521 Est. Cost $59.86 Unrealized
BBBY Overstock 0.6%
Value ($000) $5,557 Shares 222,207 Est. Cost $19.70 Unrealized +67.9%
TEGNA, Inc. 0.5%
Value ($000) $5,347 Shares 254,995 Est. Cost $31.31 Unrealized
Equity Commonwealth 0.5%
Value ($000) $5,236 Shares 190,208 Est. Cost $30.09 Unrealized
HON Honeywell Intl. 0.5%
Value ($000) $5,197 Shares 29,898 Est. Cost $102.22 Unrealized +62.7%
NOV NOV Inc. 0.5%
Value ($000) $5,174 Shares 306,000 Est. Cost $12.87 Unrealized +46.2%
BLX Banco LatinoAmericano 0.5%
Value ($000) $4,854 Shares 365,822 Est. Cost $11.41 Unrealized +4.0%
BAC BankAmerica Corp. 0.5%
Value ($000) $4,700 Shares 150,966 Est. Cost $26.02 Unrealized +25.8%
WTM White Mountain Ins 0.5%
Value ($000) $4,589 Shares 3,683 Est. Cost $583.58 Unrealized +99.0%
SBUX Starbucks Corp. 0.5%
Value ($000) $4,461 Shares 58,394 Est. Cost $55.79 Unrealized +26.1%
Regions Financial Corp. 0.4%
Value ($000) $4,383 Shares 233,768 Est. Cost $10.68 Unrealized
MCD McDonalds Corp. 0.4%
Value ($000) $4,264 Shares 17,273 Est. Cost $74.95 Unrealized +202.0%
DXC Technology Co. 0.4%
Value ($000) $4,244 Shares 140,004 Est. Cost $47.38 Unrealized
CVX Chevron Corp. 0.4%
Value ($000) $4,243 Shares 29,306 Est. Cost $81.30 Unrealized +75.5%
Meta Platforms, Inc. 0.4%
Value ($000) $3,988 Shares 24,729 Est. Cost $245.37 Unrealized
ABT Abbott Laboratories 0.4%
Value ($000) $3,892 Shares 35,817 Est. Cost $33.89 Unrealized +213.1%
EEM iShares MSCI Emerging Markets 0.4%
Value ($000) $3,850 Shares 96,013 Est. Cost $46.00 Unrealized
JEF Jefferies Financial Grp 0.4%
Value ($000) $3,777 Shares 136,740 Est. Cost $16.31 Unrealized +61.3%
SLB Schlumberger Ltd. 0.4%
Value ($000) $3,667 Shares 102,535 Est. Cost $45.35 Unrealized -15.6%
Oracle 0.4%
Value ($000) $3,624 Shares 51,865 Est. Cost $39.09 Unrealized
J. P. Morgan Chase & Co. Inc. 0.4%
Value ($000) $3,591 Shares 31,888 Est. Cost $97.75 Unrealized
IJR iShares S&P SmallCap 600 Index 0.3%
Value ($000) $3,429 Shares 37,105 Est. Cost $79.03 Unrealized
BA Boeing Co. 0.3%
Value ($000) $3,288 Shares 24,050 Est. Cost $198.15 Unrealized -25.6%
Verizon Comm. 0.3%
Value ($000) $3,124 Shares 61,548 Est. Cost $53.28 Unrealized
VWO Vanguard Emerging Markets ETF 0.3%
Value ($000) $3,112 Shares 74,729 Est. Cost $41.16 Unrealized
ADT ADT, Inc. 0.3%
Value ($000) $3,005 Shares 488,572 Est. Cost $7.13 Unrealized -11.0%
PEP PepsiCo Inc. 0.3%
Value ($000) $2,773 Shares 16,638 Est. Cost $61.52 Unrealized +143.5%
Cable One Inc 0.3%
Value ($000) $2,750 Shares 2,133 Est. Cost $500.90 Unrealized
AbbVie, Inc. 0.3%
Value ($000) $2,740 Shares 17,893 Est. Cost $66.93 Unrealized
TFC Truist Financial Corp. 0.3%
Value ($000) $2,707 Shares 57,066 Est. Cost $40.59 Unrealized +0.5%
Alphabet Inc. Class A 0.3%
Value ($000) $2,680 Shares 1,230 Est. Cost $1605.42 Unrealized
SYK Stryker 0.3%
Value ($000) $2,672 Shares 13,431 Est. Cost $185.92 Unrealized +21.5%
BP BP PLC 0.3%
Value ($000) $2,666 Shares 94,052 Est. Cost $30.03 Unrealized
HSIC Henry Schein, Inc. 0.3%
Value ($000) $2,544 Shares 33,155 Est. Cost $75.48 Unrealized +11.0%
WFC Wells Fargo & Co. 0.3%
Value ($000) $2,511 Shares 64,109 Est. Cost $35.93 Unrealized +11.2%
LUV Southwest Airlines Co. 0.3%
Value ($000) $2,507 Shares 69,414 Est. Cost $37.98 Unrealized +5.3%
DOC Healthpeak Properties Inc. 0.2%
Value ($000) $2,445 Shares 94,370 Est. Cost $24.01 Unrealized +2.0%
CARR Carrier Global Corp. 0.2%
Value ($000) $2,391 Shares 67,050 Est. Cost $17.13 Unrealized +117.7%
BKD Brookdale Sr Living Inc 0.2%
Value ($000) $2,382 Shares 524,585 Est. Cost $10.06 Unrealized -41.3%
OI O-I Glass, Inc. 0.2%
Value ($000) $2,362 Shares 168,734 Est. Cost $9.90 Unrealized +45.1%
DAL Delta Airlines Inc. 0.2%
Value ($000) $2,277 Shares 78,595 Est. Cost $43.99 Unrealized -15.7%
T AT&T, Inc. 0.2%
Value ($000) $2,259 Shares 107,793 Est. Cost $11.73 Unrealized +39.0%
PYPL PayPal Holdings Inc. 0.2%
Value ($000) $2,237 Shares 32,034 Est. Cost $128.25 Unrealized -32.5%
Travelers Inc. 0.2%
Value ($000) $2,211 Shares 13,074 Est. Cost $123.18 Unrealized
Duke Energy Corp. 0.2%
Value ($000) $2,135 Shares 19,915 Est. Cost $68.35 Unrealized
IBM International Business Machine 0.2%
Value ($000) $2,100 Shares 14,874 Est. Cost $109.71 Unrealized +7.1%
USB US Bancorp 0.2%
Value ($000) $2,085 Shares 45,303 Est. Cost $37.66 Unrealized +11.3%
DEO Diageo PLC 0.2%
Value ($000) $2,054 Shares 11,797 Est. Cost $113.29 Unrealized
NKE Nike 0.2%
Value ($000) $2,053 Shares 20,087 Est. Cost $114.92 Unrealized -3.2%
GHC Graham Holdings Co 0.2%
Value ($000) $2,042 Shares 3,603 Est. Cost $453.80 Unrealized +26.6%
FXI iShares FTSE China 25 Index Fu 0.2%
Value ($000) $2,037 Shares 60,075 Est. Cost $33.91 Unrealized
OC Owens Corning 0.2%
Value ($000) $2,037 Shares 27,406 Est. Cost $46.47 Unrealized +90.0%
Dominion Energy Inc. 0.2%
Value ($000) $1,927 Shares 24,142 Est. Cost $62.36 Unrealized
Hewlett Packard Ent 0.2%
Value ($000) $1,827 Shares 137,784 Est. Cost $13.26 Unrealized
VanEck Vectors Oil Services ET 0.2%
Value ($000) $1,686 Shares 7,250 Est. Cost $208.41 Unrealized
Select Basic Materials Sector 0.2%
Value ($000) $1,524 Shares 20,709 Est. Cost $51.48 Unrealized
Altria Group, Inc. 0.1%
Value ($000) $1,477 Shares 35,359 Est. Cost $36.50 Unrealized
STZ Constellation Brands Inc. Clas 0.1%
Value ($000) $1,471 Shares 6,311 Est. Cost $210.79 Unrealized +8.4%
3M Company 0.1%
Value ($000) $1,438 Shares 11,111 Est. Cost $117.39 Unrealized
SPY S & P 500 Index Depository Rec 0.1%
Value ($000) $1,385 Shares 3,672 Est. Cost $263.58 Unrealized
IWF iShares TR Russell 1000 Growth 0.1%
Value ($000) $1,340 Shares 6,127 Est. Cost $169.26 Unrealized
TPR Tapestry, Inc. 0.1%
Value ($000) $1,340 Shares 43,893 Est. Cost $31.73 Unrealized -7.0%
IWD iShares Russell Value Index 0.1%
Value ($000) $1,327 Shares 9,155 Est. Cost $120.07 Unrealized
XLU SPDR Utilities Select 0.1%
Value ($000) $1,294 Shares 18,452 Est. Cost $58.82 Unrealized
VMC Vulcan Materials 0.1%
Value ($000) $1,200 Shares 8,442 Est. Cost $47.19 Unrealized +239.9%
OTIS Otis Worldwide Corp. 0.1%
Value ($000) $1,155 Shares 16,344 Est. Cost $47.48 Unrealized +46.3%
SHEL Shell PLC 0.1%
Value ($000) $1,097 Shares 20,976 Est. Cost $54.92 Unrealized
GIS General Mills Inc. 0.1%
Value ($000) $1,080 Shares 14,315 Est. Cost $35.08 Unrealized +76.3%
SPYV SPDR S&P 500 Value ETF 0.1%
Value ($000) $1,069 Shares 29,025 Est. Cost $37.91 Unrealized
LHX L3Harris Technologies, Inc 0.1%
Value ($000) $1,037 Shares 4,292 Est. Cost $182.62 Unrealized +22.4%
Target Corporation 0.1%
Value ($000) $1,030 Shares 7,295 Est. Cost $147.06 Unrealized
AXP American Express Co. 0.1%
Value ($000) $1,000 Shares 7,211 Est. Cost $73.21 Unrealized +115.2%
KKR & Co., Inc. Cl A 0.1%
Value ($000) $991 Shares 21,400 Est. Cost $24.83 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $931 Shares 14,891 Est. Cost $65.58 Unrealized
ALL AllState Corp. 0.1%
Value ($000) $924 Shares 7,295 Est. Cost $44.78 Unrealized +168.0%
DHR Danaher Corp. 0.1%
Value ($000) $916 Shares 3,614 Est. Cost $96.98 Unrealized +133.3%
EPP iShares MSCI Pacific Rim 0.1%
Value ($000) $888 Shares 21,323 Est. Cost $43.16 Unrealized
SPDR S&P Dividend ETF 0.1%
Value ($000) $855 Shares 7,200 Est. Cost $118.06 Unrealized
VV Vanguard Large-Cap Exchanged T 0.1%
Value ($000) $825 Shares 4,786 Est. Cost $92.52 Unrealized
IRM Iron Mountain, Inc. 0.1%
Value ($000) $824 Shares 16,923 Est. Cost $36.50 Unrealized +25.4%
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $818 Shares 2 Est. Cost $177346.64 Unrealized +165.7%
TJX TJX Companies, Inc. 0.1%
Value ($000) $808 Shares 14,467 Est. Cost $36.28 Unrealized +58.3%
TRC Tejon Ranch Co. 0.1%
Value ($000) $807 Shares 52,000 Est. Cost $18.61 Unrealized -7.3%
IWB iShares Russell 1000 Index ETF 0.1%
Value ($000) $780 Shares 3,752 Est. Cost $111.56 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $775 Shares 5,115 Est. Cost $19.42 Unrealized -3.0%
PSX Phillips 66 0.1%
Value ($000) $768 Shares 9,371 Est. Cost $62.36 Unrealized +29.8%
NSC Norfolk Southern Corp. 0.1%
Value ($000) $735 Shares 3,235 Est. Cost $100.99 Unrealized +124.3%
VB Vanguard Small-Cap VIPERs 0.1%
Value ($000) $717 Shares 4,070 Est. Cost $109.33 Unrealized
NextEra Energy, Inc. 0.1%
Value ($000) $716 Shares 9,249 Est. Cost $91.40 Unrealized
Novartis AG 0.1%
Value ($000) $686 Shares 8,113 Est. Cost $75.47 Unrealized
AIG American Int'l Group 0.1%
Value ($000) $635 Shares 12,410 Est. Cost $42.66 Unrealized +25.3%
PENN Penn National Gaming 0.1%
Value ($000) $611 Shares 20,095 Est. Cost $77.30 Unrealized -56.3%
TSLA Tesla, Inc. 0.1%
Value ($000) $608 Shares 903 Est. Cost $172.09 Unrealized +58.6%
ConocoPhillips 0.1%
Value ($000) $575 Shares 6,401 Est. Cost $54.78 Unrealized
TSCO Tractor Supply Co 0.1%
Value ($000) $569 Shares 2,934 Est. Cost $36.53 Unrealized +4.3%
RHHBY Roche Holdings 0.1%
Value ($000) $566 Shares 13,618 Est. Cost $46.79 Unrealized
WBD Warner Bros. Discovery 0.1%
Value ($000) $565 Shares 42,130 Est. Cost $18.55 Unrealized 0.0%
GLD SPDR Gold Trust 0.1%
Value ($000) $558 Shares 3,315 Est. Cost $172.63 Unrealized
EW Edwards Lifesciences Corp 0.1%
Value ($000) $556 Shares 5,845 Est. Cost $74.24 Unrealized +39.5%
DRI Darden Restaurants, Inc. 0.1%
Value ($000) $553 Shares 4,889 Est. Cost $35.03 Unrealized +216.6%
VO Vanguard Mid-Cap Exchange Trad 0.1%
Value ($000) $545 Shares 2,765 Est. Cost $128.39 Unrealized
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $540 Shares 2,385 Est. Cost $186.64 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $492 Shares 6,475 Est. Cost $20.23 Unrealized +258.1%
IWR iShares Russell Mid-Cap Index 0.0%
Value ($000) $490 Shares 7,585 Est. Cost $67.42 Unrealized
UNH UnitedHealth Group 0.0%
Value ($000) $472 Shares 919 Est. Cost $359.38 Unrealized +31.1%
AZO AutoZone 0.0%
Value ($000) $447 Shares 208 Est. Cost $1057.54 Unrealized +94.5%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $426 Shares 3,620 Est. Cost $114.10 Unrealized
FOXA Fox Corp. Cl A 0.0%
Value ($000) $408 Shares 12,686 Est. Cost $35.41 Unrealized -5.2%
TE Connectivity Ltd 0.0%
Value ($000) $401 Shares 3,546 Est. Cost $60.69 Unrealized
Valero Energy Corp. 0.0%
Value ($000) $397 Shares 3,732 Est. Cost $72.09 Unrealized
Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $397 Shares 3,781 Est. Cost $104.69 Unrealized
TM Toyota Motor Corp. 0.0%
Value ($000) $385 Shares 2,500 Est. Cost $120.00 Unrealized
APA APA Corporation 0.0%
Value ($000) $384 Shares 11,000 Est. Cost $16.81 Unrealized +124.3%
Adams Diversified Equity Fund, 0.0%
Value ($000) $383 Shares 25,000 Est. Cost $12.60 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $372 Shares 9,760 Est. Cost $46.43 Unrealized -27.7%
SO Southern Co. 0.0%
Value ($000) $367 Shares 5,145 Est. Cost $45.52 Unrealized +41.2%
AAL American Airlines Grp 0.0%
Value ($000) $358 Shares 28,207 Est. Cost $35.76 Unrealized -53.4%
COST Costco Wholesale 0.0%
Value ($000) $349 Shares 729 Est. Cost $306.97 Unrealized +58.0%
CI CIGNA Corp. 0.0%
Value ($000) $332 Shares 1,259 Est. Cost $144.40 Unrealized +67.2%
MA MasterCard Inc. 0.0%
Value ($000) $324 Shares 1,027 Est. Cost $362.28 Unrealized -6.9%
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $318 Shares 847 Est. Cost $226.53 Unrealized +84.0%
Truxton Corp. 0.0%
Value ($000) $317 Shares 4,880 Est. Cost $61.07 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $313 Shares 1,591 Est. Cost $157.01 Unrealized
VTI Vanguard Index Total Stock Fun 0.0%
Value ($000) $307 Shares 1,627 Est. Cost $160.46 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $304 Shares 3,331 Est. Cost $91.64 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $301 Shares 629 Est. Cost $337.63 Unrealized +28.2%
IVV iShares S&P 500 Core Index ETF 0.0%
Value ($000) $297 Shares 783 Est. Cost $317.04 Unrealized
HealthStream Inc. 0.0%
Value ($000) $295 Shares 13,600 Est. Cost $25.29 Unrealized
OGN Organon & Co. 0.0%
Value ($000) $292 Shares 8,661 Est. Cost $27.11 Unrealized +8.9%
IWM Russell 2000 Index Fund 0.0%
Value ($000) $292 Shares 1,727 Est. Cost $195.84 Unrealized
NSRGY Nestle SA Sponsored Reg 0.0%
Value ($000) $288 Shares 2,478 Est. Cost $75.45 Unrealized
Marathon Petroleum Corp. 0.0%
Value ($000) $284 Shares 3,458 Est. Cost $62.74 Unrealized
SJM J M Smucker Company 0.0%
Value ($000) $254 Shares 1,985 Est. Cost $100.50 Unrealized +17.2%
AMAT Applied Materials Inc. 0.0%
Value ($000) $246 Shares 2,703 Est. Cost $111.33 Unrealized -4.7%
CRM Salesforce.com, Inc. 0.0%
Value ($000) $243 Shares 1,471 Est. Cost $212.63 Unrealized -17.9%
FOX Fox Corp. Cl B 0.0%
Value ($000) $230 Shares 7,728 Est. Cost $34.51 Unrealized -10.5%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $229 Shares 1,600 Est. Cost $161.88 Unrealized
VXF Vanguard Index Extended Market 0.0%
Value ($000) $226 Shares 1,725 Est. Cost $90.45 Unrealized
PAAS Pan American Silver 0.0%
Value ($000) $197 Shares 10,000 Est. Cost $24.49 Unrealized -2.1%
SXC SunCoke Energy 0.0%
Value ($000) $170 Shares 25,000 Est. Cost $9.20 Unrealized -12.4%
VTRS Viatris, Inc. 0.0%
Value ($000) $159 Shares 15,232 Est. Cost $13.04 Unrealized -28.8%
American Healthcare REIT Cl I 0.0%
Value ($000) $148 Shares 15,922 Est. Cost $9.23 Unrealized
AGI Alamos Gold Cl A 0.0%
Value ($000) $140 Shares 20,000 Est. Cost $8.16 Unrealized -7.0%
KGC Kinross Gold Corp 0.0%
Value ($000) $77 Shares 21,466 Est. Cost $4.84 Unrealized 0.0%
DUFRY Dufry AG ADR 0.0%
Value ($000) $32 Shares 10,000 Est. Cost $3.20 Unrealized
NWBO Northwest Biotherapeutics, Inc 0.0%
Value ($000) $13 Shares 20,000 Est. Cost $0.20 Unrealized +321.9%
Provectus Biophamaceuticals 0.0%
Value ($000) $3 Shares 50,000 Est. Cost $0.04 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
AERN AER Energy Resources Inc 0.0%
Value ($000) $0 Shares 5,000,000 Est. Cost $0.00 Unrealized -94.4%
Energold Drilling Corp 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized