LEE DANNER & BASS INC Diversified Active

CIK: 0000939219 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 31, 2022

Total Value ($000): $945,948 (100.0% shares, 0.0% debt)

Holdings (197)

BRK/B Berkshire Hathaway 'B' 9.5%
Value ($000) $90,013 Shares 337,101 Est. Cost $112.39 Unrealized +153.2%
HCA HCA Healthcare, Inc. 8.5%
Value ($000) $80,761 Shares 439,419 Est. Cost $60.48 Unrealized +220.0%
FRFHF Fairfax Financial Hld 5.6%
Value ($000) $53,204 Shares 115,876 Est. Cost $330.98 Unrealized +47.5%
AAPL Apple Inc. 5.1%
Value ($000) $47,915 Shares 346,709 Est. Cost $82.04 Unrealized +88.1%
Accenture Ltd 3.3%
Value ($000) $31,243 Shares 121,427 Est. Cost $76.68 Unrealized
MSFT Microsoft Corp. 2.5%
Value ($000) $23,676 Shares 101,660 Est. Cost $52.61 Unrealized +388.3%
AMZN Amazon.com 2.1%
Value ($000) $19,577 Shares 173,250 Est. Cost $121.68 Unrealized +3.9%
LOW Lowes Companies 2.0%
Value ($000) $18,504 Shares 98,528 Est. Cost $44.80 Unrealized +307.1%
JNJ Johnson & Johnson 1.8%
Value ($000) $17,239 Shares 105,527 Est. Cost $68.70 Unrealized +122.6%
Alphabet Inc. Class C 1.8%
Value ($000) $17,134 Shares 178,198 Est. Cost $140.52 Unrealized
Pinnacle Financial Partners 1.5%
Value ($000) $14,390 Shares 177,434 Est. Cost $62.10 Unrealized
MDLZ Mondelez Int'l Inc 1.4%
Value ($000) $13,394 Shares 244,278 Est. Cost $25.48 Unrealized +122.1%
PG Procter & Gamble Co. 1.4%
Value ($000) $13,363 Shares 105,842 Est. Cost $56.63 Unrealized +130.6%
DIS Walt Disney Co. 1.3%
Value ($000) $12,640 Shares 133,994 Est. Cost $79.97 Unrealized +30.8%
Goldman Sachs Group 1.3%
Value ($000) $12,547 Shares 42,814 Est. Cost $223.92 Unrealized
V Visa Inc 1.3%
Value ($000) $11,890 Shares 66,927 Est. Cost $202.87 Unrealized -2.2%
XOM Exxon Mobil Corp. 1.2%
Value ($000) $11,154 Shares 127,757 Est. Cost $53.20 Unrealized +52.9%
HD Home Depot Inc. 1.2%
Value ($000) $10,918 Shares 39,565 Est. Cost $59.76 Unrealized +352.9%
URI United Rentals, Inc. 1.1%
Value ($000) $10,862 Shares 40,212 Est. Cost $161.27 Unrealized +74.8%
WMT Wal-Mart Stores Inc. 1.1%
Value ($000) $10,056 Shares 77,531 Est. Cost $21.54 Unrealized +95.0%
L Loews Corp. 1.1%
Value ($000) $9,974 Shares 200,125 Est. Cost $42.04 Unrealized +31.9%
MDT Medtronic PLC 1.1%
Value ($000) $9,933 Shares 123,014 Est. Cost $78.74 Unrealized +2.6%
CAT Caterpillar Inc. 1.0%
Value ($000) $9,777 Shares 59,587 Est. Cost $80.18 Unrealized +114.8%
RSG Republic Services Inc. 1.0%
Value ($000) $9,655 Shares 70,973 Est. Cost $26.38 Unrealized +407.4%
UPS United Parcel Svc. Cl B 0.9%
Value ($000) $8,979 Shares 55,581 Est. Cost $70.34 Unrealized +128.2%
Merck & Company Inc. 0.9%
Value ($000) $8,893 Shares 103,260 Est. Cost $53.41 Unrealized
CVS CVS Health Corp. 0.9%
Value ($000) $8,869 Shares 92,995 Est. Cost $60.54 Unrealized +44.7%
FISV Fiserv 0.9%
Value ($000) $8,789 Shares 93,925 Est. Cost $110.44 Unrealized -7.7%
FDX FedEx Corp. 0.9%
Value ($000) $8,511 Shares 57,328 Est. Cost $139.85 Unrealized +40.0%
ViaSat Inc 0.9%
Value ($000) $8,510 Shares 281,500 Est. Cost $33.51 Unrealized
PFE Pfizer Inc. 0.9%
Value ($000) $8,176 Shares 186,830 Est. Cost $20.24 Unrealized +99.6%
RTX Raytheon Technologies Corp. 0.9%
Value ($000) $8,171 Shares 99,816 Est. Cost $58.32 Unrealized +43.8%
CXW CoreCivic, Inc. 0.8%
Value ($000) $7,381 Shares 834,978 Est. Cost $13.83 Unrealized -27.0%
AMGN Amgen Inc. 0.8%
Value ($000) $7,210 Shares 31,988 Est. Cost $104.50 Unrealized +108.5%
Brookfield Asset Mgmt 0.7%
Value ($000) $7,084 Shares 173,252 Est. Cost $40.62 Unrealized
SYY Sysco Corp. 0.7%
Value ($000) $6,739 Shares 95,311 Est. Cost $29.40 Unrealized +157.5%
M&T Bank Corp. 0.7%
Value ($000) $6,569 Shares 37,255 Est. Cost $159.40 Unrealized
HAL Halliburton Inc. 0.7%
Value ($000) $6,510 Shares 264,403 Est. Cost $31.02 Unrealized -14.4%
LUMN Lumen Technologies 0.7%
Value ($000) $6,346 Shares 871,675 Est. Cost $8.43 Unrealized +18.8%
AEM Agnico Eagle Mines Ltd. 0.6%
Value ($000) $5,993 Shares 141,919 Est. Cost $34.56 Unrealized +14.1%
CSCO Cisco Systems Inc. 0.6%
Value ($000) $5,633 Shares 140,837 Est. Cost $19.65 Unrealized +103.8%
BMY Bristol Myers Squibb 0.6%
Value ($000) $5,365 Shares 75,466 Est. Cost $39.60 Unrealized +57.3%
BBBY Overstock 0.6%
Value ($000) $5,253 Shares 215,717 Est. Cost $19.70 Unrealized +40.0%
HON Honeywell Intl. 0.6%
Value ($000) $5,252 Shares 31,456 Est. Cost $105.19 Unrealized +54.2%
TEGNA, Inc. 0.6%
Value ($000) $5,213 Shares 252,095 Est. Cost $31.31 Unrealized
National Health Invstrs 0.5%
Value ($000) $5,174 Shares 91,521 Est. Cost $59.86 Unrealized
Equity Commonwealth 0.5%
Value ($000) $5,164 Shares 212,000 Est. Cost $29.50 Unrealized
Zoetis, Inc. 0.5%
Value ($000) $5,148 Shares 34,713 Est. Cost $38.85 Unrealized
INTC Intel Corp. 0.5%
Value ($000) $5,093 Shares 197,625 Est. Cost $19.44 Unrealized +66.2%
KO Coca Cola Co. 0.5%
Value ($000) $5,074 Shares 90,577 Est. Cost $33.32 Unrealized +68.2%
NOV NOV Inc. 0.5%
Value ($000) $4,886 Shares 302,000 Est. Cost $12.87 Unrealized +30.7%
PM Philip Morris Intl 0.5%
Value ($000) $4,856 Shares 58,503 Est. Cost $50.41 Unrealized +60.6%
WTM White Mountain Ins 0.5%
Value ($000) $4,799 Shares 3,683 Est. Cost $583.58 Unrealized +121.7%
BLX Banco LatinoAmericano 0.5%
Value ($000) $4,758 Shares 364,322 Est. Cost $11.41 Unrealized +4.3%
BAC BankAmerica Corp. 0.5%
Value ($000) $4,712 Shares 156,036 Est. Cost $26.17 Unrealized +16.9%
Regions Financial Corp. 0.5%
Value ($000) $4,692 Shares 233,768 Est. Cost $10.68 Unrealized
CVX Chevron Corp. 0.4%
Value ($000) $4,142 Shares 28,831 Est. Cost $81.30 Unrealized +63.4%
Comcast Corp. - Class A 0.4%
Value ($000) $4,116 Shares 140,341 Est. Cost $43.00 Unrealized
JEF Jefferies Financial Grp 0.4%
Value ($000) $3,975 Shares 134,740 Est. Cost $16.31 Unrealized +66.7%
MCD McDonalds Corp. 0.4%
Value ($000) $3,931 Shares 17,038 Est. Cost $74.95 Unrealized +215.2%
SBUX Starbucks Corp. 0.4%
Value ($000) $3,882 Shares 46,068 Est. Cost $55.79 Unrealized +40.4%
ADT ADT, Inc. 0.4%
Value ($000) $3,655 Shares 487,972 Est. Cost $7.13 Unrealized -3.2%
SLB Schlumberger Ltd. 0.4%
Value ($000) $3,647 Shares 101,595 Est. Cost $45.35 Unrealized -26.3%
DXC Technology Co. 0.4%
Value ($000) $3,622 Shares 147,974 Est. Cost $46.15 Unrealized
Meta Platforms, Inc. 0.4%
Value ($000) $3,458 Shares 25,485 Est. Cost $242.12 Unrealized
ABT Abbott Laboratories 0.4%
Value ($000) $3,445 Shares 35,599 Est. Cost $33.89 Unrealized +195.1%
BA Boeing Co. 0.4%
Value ($000) $3,378 Shares 27,902 Est. Cost $191.97 Unrealized -20.1%
J. P. Morgan Chase & Co. Inc. 0.4%
Value ($000) $3,317 Shares 31,739 Est. Cost $97.75 Unrealized
IJR iShares S&P SmallCap 600 Index 0.3%
Value ($000) $3,224 Shares 36,973 Est. Cost $79.03 Unrealized
Oracle 0.3%
Value ($000) $3,138 Shares 51,390 Est. Cost $39.09 Unrealized
Cable One Inc 0.3%
Value ($000) $3,054 Shares 3,580 Est. Cost $643.24 Unrealized
SYK Stryker 0.3%
Value ($000) $2,873 Shares 14,186 Est. Cost $186.83 Unrealized +8.7%
TFC Truist Financial Corp. 0.3%
Value ($000) $2,792 Shares 64,116 Est. Cost $40.55 Unrealized -0.8%
PYPL PayPal Holdings Inc. 0.3%
Value ($000) $2,746 Shares 31,904 Est. Cost $128.25 Unrealized -31.0%
GHC Graham Holdings Co 0.3%
Value ($000) $2,744 Shares 5,100 Est. Cost $483.02 Unrealized +14.6%
VWO Vanguard Emerging Markets ETF 0.3%
Value ($000) $2,727 Shares 74,729 Est. Cost $41.16 Unrealized
PINK PINK Simplify Health Care ETF 0.3%
Value ($000) $2,696 Shares 113,528 Est. Cost $23.75 Unrealized
BP BP PLC 0.3%
Value ($000) $2,679 Shares 93,827 Est. Cost $30.03 Unrealized
PEP PepsiCo Inc. 0.3%
Value ($000) $2,672 Shares 16,368 Est. Cost $61.52 Unrealized +151.0%
Alphabet Inc. Class A 0.3%
Value ($000) $2,615 Shares 27,338 Est. Cost $163.58 Unrealized
WFC Wells Fargo & Co. 0.3%
Value ($000) $2,583 Shares 64,224 Est. Cost $35.93 Unrealized +9.6%
AbbVie, Inc. 0.3%
Value ($000) $2,409 Shares 17,953 Est. Cost $66.93 Unrealized
CARR Carrier Global Corp. 0.2%
Value ($000) $2,334 Shares 65,641 Est. Cost $17.13 Unrealized +119.5%
Verizon Comm. 0.2%
Value ($000) $2,332 Shares 61,418 Est. Cost $53.28 Unrealized
Geo Group Inc 0.2%
Value ($000) $2,210 Shares 287,000 Est. Cost $7.70 Unrealized
BKD Brookdale Sr Living Inc 0.2%
Value ($000) $2,202 Shares 515,585 Est. Cost $10.06 Unrealized -52.9%
HSIC Henry Schein, Inc. 0.2%
Value ($000) $2,181 Shares 33,155 Est. Cost $75.48 Unrealized -1.6%
DAL Delta Airlines Inc. 0.2%
Value ($000) $2,172 Shares 77,411 Est. Cost $43.99 Unrealized -29.8%
DOC Healthpeak Properties Inc. 0.2%
Value ($000) $2,163 Shares 94,370 Est. Cost $24.01 Unrealized -10.1%
OI O-I Glass, Inc. 0.2%
Value ($000) $2,160 Shares 166,774 Est. Cost $9.90 Unrealized +36.7%
USB US Bancorp 0.2%
Value ($000) $2,144 Shares 53,176 Est. Cost $37.89 Unrealized +3.5%
DEO Diageo PLC 0.2%
Value ($000) $2,105 Shares 12,397 Est. Cost $116.02 Unrealized
LUV Southwest Airlines Co. 0.2%
Value ($000) $2,088 Shares 67,720 Est. Cost $37.98 Unrealized -8.2%
VDE Vanguard Energy ETF 0.2%
Value ($000) $2,010 Shares 19,789 Est. Cost $101.57 Unrealized
Hewlett Packard Ent 0.2%
Value ($000) $2,010 Shares 167,784 Est. Cost $13.03 Unrealized
Travelers Inc. 0.2%
Value ($000) $2,003 Shares 13,074 Est. Cost $123.18 Unrealized
Duke Energy Corp. 0.2%
Value ($000) $1,853 Shares 19,915 Est. Cost $68.35 Unrealized
NKE Nike 0.2%
Value ($000) $1,802 Shares 21,683 Est. Cost $113.93 Unrealized -10.9%
IBM International Business Machine 0.2%
Value ($000) $1,791 Shares 15,074 Est. Cost $109.79 Unrealized +5.3%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,783 Shares 51,115 Est. Cost $46.00 Unrealized
VanEck Vectors Oil Services ET 0.2%
Value ($000) $1,716 Shares 8,125 Est. Cost $208.71 Unrealized
SPY S & P 500 Index Depository Rec 0.2%
Value ($000) $1,709 Shares 4,785 Est. Cost $285.35 Unrealized
Dominion Energy Inc. 0.2%
Value ($000) $1,665 Shares 24,092 Est. Cost $62.36 Unrealized
T AT&T, Inc. 0.2%
Value ($000) $1,592 Shares 103,776 Est. Cost $11.73 Unrealized +28.6%
STZ Constellation Brands Inc. Clas 0.2%
Value ($000) $1,464 Shares 6,374 Est. Cost $210.79 Unrealized +8.9%
GLD SPDR Gold Trust 0.2%
Value ($000) $1,429 Shares 9,240 Est. Cost $161.10 Unrealized
Altria Group, Inc. 0.2%
Value ($000) $1,428 Shares 35,359 Est. Cost $36.50 Unrealized
Select Basic Materials Sector 0.1%
Value ($000) $1,402 Shares 20,609 Est. Cost $51.48 Unrealized
XLU SPDR Utilities Select 0.1%
Value ($000) $1,319 Shares 20,127 Est. Cost $59.38 Unrealized
VMC Vulcan Materials 0.1%
Value ($000) $1,316 Shares 8,342 Est. Cost $47.19 Unrealized +235.2%
IWF iShares TR Russell 1000 Growth 0.1%
Value ($000) $1,289 Shares 6,127 Est. Cost $169.26 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $1,272 Shares 10,478 Est. Cost $17.56 Unrealized -10.1%
TPR Tapestry, Inc. 0.1%
Value ($000) $1,248 Shares 43,893 Est. Cost $31.73 Unrealized -4.3%
IWD iShares Russell Value Index 0.1%
Value ($000) $1,245 Shares 9,155 Est. Cost $120.07 Unrealized
3M Company 0.1%
Value ($000) $1,228 Shares 11,111 Est. Cost $117.39 Unrealized
GIS General Mills Inc. 0.1%
Value ($000) $1,097 Shares 14,315 Est. Cost $35.08 Unrealized +93.2%
OTIS Otis Worldwide Corp. 0.1%
Value ($000) $1,043 Shares 16,344 Est. Cost $47.48 Unrealized +45.9%
SPYV SPDR S&P 500 Value ETF 0.1%
Value ($000) $1,001 Shares 29,025 Est. Cost $37.91 Unrealized
SHEL Shell PLC 0.1%
Value ($000) $996 Shares 20,013 Est. Cost $54.92 Unrealized
Target Corporation 0.1%
Value ($000) $993 Shares 6,695 Est. Cost $147.06 Unrealized
AXP American Express Co. 0.1%
Value ($000) $973 Shares 7,211 Est. Cost $73.21 Unrealized +98.0%
PENN Penn National Gaming 0.1%
Value ($000) $937 Shares 34,073 Est. Cost $58.84 Unrealized -45.1%
DHR Danaher Corp. 0.1%
Value ($000) $933 Shares 3,614 Est. Cost $96.98 Unrealized +148.2%
KKR & Co., Inc. Cl A 0.1%
Value ($000) $929 Shares 21,600 Est. Cost $24.83 Unrealized
ALL AllState Corp. 0.1%
Value ($000) $908 Shares 7,295 Est. Cost $44.78 Unrealized +155.9%
LHX L3Harris Technologies, Inc 0.1%
Value ($000) $892 Shares 4,292 Est. Cost $182.62 Unrealized +17.5%
PSX Phillips 66 0.1%
Value ($000) $877 Shares 10,871 Est. Cost $64.16 Unrealized +17.5%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $834 Shares 14,891 Est. Cost $65.58 Unrealized
TJX TJX Companies, Inc. 0.1%
Value ($000) $820 Shares 13,195 Est. Cost $36.28 Unrealized +65.1%
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $813 Shares 2 Est. Cost $177346.64 Unrealized +141.4%
SPDR S&P Dividend ETF 0.1%
Value ($000) $803 Shares 7,200 Est. Cost $118.06 Unrealized
EPP iShares MSCI Pacific Rim 0.1%
Value ($000) $800 Shares 21,323 Est. Cost $43.16 Unrealized
TRC Tejon Ranch Co. 0.1%
Value ($000) $749 Shares 52,000 Est. Cost $18.61 Unrealized -14.8%
IRM Iron Mountain, Inc. 0.1%
Value ($000) $744 Shares 16,923 Est. Cost $36.50 Unrealized +21.9%
VV Vanguard Large-Cap Exchanged T 0.1%
Value ($000) $742 Shares 4,536 Est. Cost $92.52 Unrealized
IWB iShares Russell 1000 Index ETF 0.1%
Value ($000) $741 Shares 3,757 Est. Cost $111.56 Unrealized
NextEra Energy, Inc. 0.1%
Value ($000) $725 Shares 9,249 Est. Cost $91.40 Unrealized
APA APA Corporation 0.1%
Value ($000) $686 Shares 20,050 Est. Cost $23.59 Unrealized +34.9%
TSLA Tesla, Inc. 0.1%
Value ($000) $683 Shares 2,574 Est. Cost $241.67 Unrealized +15.6%
NSC Norfolk Southern Corp. 0.1%
Value ($000) $679 Shares 3,236 Est. Cost $100.99 Unrealized +120.7%
VB Vanguard Small-Cap VIPERs 0.1%
Value ($000) $661 Shares 3,870 Est. Cost $109.33 Unrealized
ConocoPhillips 0.1%
Value ($000) $651 Shares 6,366 Est. Cost $54.78 Unrealized
DRI Darden Restaurants, Inc. 0.1%
Value ($000) $618 Shares 4,889 Est. Cost $35.03 Unrealized +220.3%
Novartis AG 0.1%
Value ($000) $609 Shares 8,013 Est. Cost $75.47 Unrealized
AIG American Int'l Group 0.1%
Value ($000) $587 Shares 12,360 Est. Cost $42.66 Unrealized +14.0%
OC Owens Corning 0.1%
Value ($000) $582 Shares 7,410 Est. Cost $46.47 Unrealized +80.9%
RHHBY Roche Holdings 0.1%
Value ($000) $549 Shares 13,368 Est. Cost $46.79 Unrealized
TSCO Tractor Supply Co 0.1%
Value ($000) $545 Shares 2,934 Est. Cost $36.53 Unrealized +0.4%
WBD Warner Bros. Discovery 0.1%
Value ($000) $537 Shares 46,684 Est. Cost $18.07 Unrealized -24.8%
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $523 Shares 2,385 Est. Cost $186.64 Unrealized
VO Vanguard Mid-Cap Exchange Trad 0.1%
Value ($000) $516 Shares 2,747 Est. Cost $128.39 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $512 Shares 6,475 Est. Cost $20.23 Unrealized +272.0%
EW Edwards Lifesciences Corp 0.1%
Value ($000) $483 Shares 5,845 Est. Cost $74.24 Unrealized +29.6%
UNH UnitedHealth Group 0.0%
Value ($000) $464 Shares 919 Est. Cost $359.38 Unrealized +37.8%
IWR iShares Russell Mid-Cap Index 0.0%
Value ($000) $447 Shares 7,200 Est. Cost $67.42 Unrealized
AZO AutoZone 0.0%
Value ($000) $446 Shares 208 Est. Cost $1057.54 Unrealized +106.0%
Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $395 Shares 3,781 Est. Cost $104.69 Unrealized
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $391 Shares 3,645 Est. Cost $114.10 Unrealized
TE Connectivity Ltd 0.0%
Value ($000) $391 Shares 3,546 Est. Cost $60.69 Unrealized
FOXA Fox Corp. Cl A 0.0%
Value ($000) $389 Shares 12,686 Est. Cost $35.41 Unrealized -8.6%
Adams Diversified Equity Fund, 0.0%
Value ($000) $364 Shares 25,000 Est. Cost $12.60 Unrealized
COST Costco Wholesale 0.0%
Value ($000) $352 Shares 746 Est. Cost $311.33 Unrealized +60.0%
SO Southern Co. 0.0%
Value ($000) $351 Shares 5,161 Est. Cost $45.52 Unrealized +47.1%
CI CIGNA Corp. 0.0%
Value ($000) $349 Shares 1,259 Est. Cost $144.40 Unrealized +83.4%
Marathon Petroleum Corp. 0.0%
Value ($000) $344 Shares 3,458 Est. Cost $62.74 Unrealized
AAL American Airlines Grp 0.0%
Value ($000) $340 Shares 28,207 Est. Cost $35.76 Unrealized -61.0%
TM Toyota Motor Corp. 0.0%
Value ($000) $326 Shares 2,500 Est. Cost $120.00 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $325 Shares 9,735 Est. Cost $46.43 Unrealized -32.2%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $310 Shares 1,591 Est. Cost $157.01 Unrealized
Truxton Corp. 0.0%
Value ($000) $308 Shares 4,880 Est. Cost $61.07 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $296 Shares 629 Est. Cost $337.63 Unrealized +33.5%
VTI Vanguard Index Total Stock Fun 0.0%
Value ($000) $292 Shares 1,627 Est. Cost $160.46 Unrealized
HealthStream Inc. 0.0%
Value ($000) $289 Shares 13,600 Est. Cost $25.29 Unrealized
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $286 Shares 847 Est. Cost $226.53 Unrealized +68.5%
MA MasterCard Inc. 0.0%
Value ($000) $285 Shares 1,002 Est. Cost $362.28 Unrealized -10.2%
IVV iShares S&P 500 Core Index ETF 0.0%
Value ($000) $281 Shares 783 Est. Cost $317.04 Unrealized
Valero Energy Corp. 0.0%
Value ($000) $279 Shares 2,607 Est. Cost $72.09 Unrealized
IWM Russell 2000 Index Fund 0.0%
Value ($000) $277 Shares 1,682 Est. Cost $195.84 Unrealized
SJM J M Smucker Company 0.0%
Value ($000) $273 Shares 1,985 Est. Cost $100.50 Unrealized +20.6%
NSRGY Nestle SA Sponsored Reg 0.0%
Value ($000) $267 Shares 2,478 Est. Cost $75.45 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $267 Shares 3,331 Est. Cost $91.64 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $225 Shares 2,743 Est. Cost $111.07 Unrealized -15.8%
VXF Vanguard Index Extended Market 0.0%
Value ($000) $219 Shares 1,725 Est. Cost $90.45 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $216 Shares 1,600 Est. Cost $161.88 Unrealized
FOX Fox Corp. Cl B 0.0%
Value ($000) $215 Shares 7,528 Est. Cost $34.51 Unrealized -13.5%
CRM Salesforce.com, Inc. 0.0%
Value ($000) $212 Shares 1,471 Est. Cost $212.63 Unrealized -21.2%
PAAS Pan American Silver 0.0%
Value ($000) $191 Shares 12,000 Est. Cost $23.31 Unrealized -25.3%
AGI Alamos Gold Cl A 0.0%
Value ($000) $163 Shares 22,000 Est. Cost $8.08 Unrealized -10.3%
American Healthcare REIT Cl I 0.0%
Value ($000) $148 Shares 15,922 Est. Cost $9.23 Unrealized
SXC SunCoke Energy 0.0%
Value ($000) $145 Shares 25,000 Est. Cost $9.20 Unrealized -27.0%
VTRS Viatris, Inc. 0.0%
Value ($000) $127 Shares 14,909 Est. Cost $13.04 Unrealized -35.4%
KGC Kinross Gold Corp 0.0%
Value ($000) $81 Shares 21,466 Est. Cost $4.84 Unrealized -29.7%
DUFRY Dufry AG ADR 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $3.20 Unrealized
NWBO Northwest Biotherapeutics, Inc 0.0%
Value ($000) $14 Shares 20,000 Est. Cost $0.20 Unrealized +247.7%
Provectus Biophamaceuticals 0.0%
Value ($000) $2 Shares 50,000 Est. Cost $0.04 Unrealized
Provision Holding, Inc. Com 0.0%
Value ($000) $0 Shares 221,450 Est. Cost $0.00 Unrealized
Energold Drilling Corp 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized