Smith, Salley & Associates Diversified Active

CIK: 0001482012 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 9, 2018

Total Value ($000): $557,825 (100.0% shares, 0.0% debt)

Holdings (176)

MSFT MICROSOFT CORP 4.6%
Value ($000) $25,918 Shares 283,975 Est. Cost $35.44 Unrealized +137.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.9%
Value ($000) $16,387 Shares 82,149 Est. Cost $139.58 Unrealized +47.1%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $16,157 Shares 146,927 Est. Cost $47.37 Unrealized +93.0%
AAPL APPLE INC 2.7%
Value ($000) $15,181 Shares 90,485 Est. Cost $19.35 Unrealized +108.9%
CSCO CISCO SYS INC 2.6%
Value ($000) $14,303 Shares 333,499 Est. Cost $18.46 Unrealized +81.2%
DOWDUPONT INC 2.3%
Value ($000) $12,830 Shares 201,390 Est. Cost $69.26 Unrealized
PNC PNC FINL SVCS GROUP INC 2.1%
Value ($000) $11,769 Shares 77,817 Est. Cost $57.28 Unrealized +106.3%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $10,685 Shares 84,928 Est. Cost $107.84 Unrealized
BB&T CORP 1.9%
Value ($000) $10,625 Shares 204,183 Est. Cost $49.11 Unrealized
VOD VODAFONE GROUP PLC NEW 1.9%
Value ($000) $10,561 Shares 379,682 Est. Cost $28.44 Unrealized
TJX TJX COS INC NEW 1.9%
Value ($000) $10,380 Shares 127,277 Est. Cost $25.19 Unrealized +40.9%
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $10,350 Shares 39,333 Est. Cost $210.52 Unrealized
MA MASTERCARD INCORPORATED 1.8%
Value ($000) $10,061 Shares 57,434 Est. Cost $87.81 Unrealized +86.4%
USB US BANCORP DEL 1.7%
Value ($000) $9,659 Shares 191,285 Est. Cost $39.92 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $9,515 Shares 120,027 Est. Cost $60.06 Unrealized +13.0%
GOOG ALPHABET INC 1.6%
Value ($000) $9,061 Shares 8,783 Est. Cost $36.56 Unrealized +49.8%
AMZN AMAZON COM INC 1.6%
Value ($000) $8,816 Shares 6,091 Est. Cost $37.09 Unrealized +92.8%
LYB LYONDELLBASELL INDUSTRIES N 1.5%
Value ($000) $8,554 Shares 80,938 Est. Cost $48.82 Unrealized +41.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.5%
Value ($000) $8,551 Shares 106,230 Est. Cost $51.82 Unrealized +36.2%
ABBV ABBVIE INC 1.5%
Value ($000) $8,436 Shares 89,139 Est. Cost $34.12 Unrealized +130.1%
V VISA INC 1.5%
Value ($000) $8,215 Shares 68,680 Est. Cost $74.77 Unrealized +53.5%
ABT ABBOTT LABS 1.4%
Value ($000) $8,062 Shares 134,542 Est. Cost $32.89 Unrealized +59.9%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $7,924 Shares 69,490 Est. Cost $74.10 Unrealized +14.8%
UNP UNION PAC CORP 1.4%
Value ($000) $7,790 Shares 57,951 Est. Cost $87.36 Unrealized +29.4%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $7,573 Shares 59,095 Est. Cost $72.11 Unrealized +50.3%
ADI ANALOG DEVICES INC 1.3%
Value ($000) $7,305 Shares 80,156 Est. Cost $78.62 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 1.3%
Value ($000) $7,252 Shares 44,835 Est. Cost $103.90 Unrealized
AMERICAN NATL BANKSHARES INC 1.3%
Value ($000) $7,063 Shares 187,885 Est. Cost $23.30 Unrealized
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $6,895 Shares 106,455 Est. Cost $60.46 Unrealized -7.8%
LOW LOWES COS INC 1.2%
Value ($000) $6,812 Shares 77,631 Est. Cost $72.43 Unrealized +13.1%
JCI JOHNSON CTLS INTL PLC 1.2%
Value ($000) $6,662 Shares 189,084 Est. Cost $33.90 Unrealized -6.3%
PEP PEPSICO INC 1.1%
Value ($000) $6,327 Shares 57,968 Est. Cost $71.89 Unrealized +24.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $6,210 Shares 83,241 Est. Cost $57.51 Unrealized -3.1%
AME AMETEK INC NEW 1.1%
Value ($000) $6,163 Shares 81,125 Est. Cost $56.38 Unrealized +27.7%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $6,106 Shares 29,572 Est. Cost $162.44 Unrealized +26.5%
HON HONEYWELL INTL INC 1.1%
Value ($000) $6,056 Shares 41,906 Est. Cost $78.13 Unrealized +50.4%
BROOKFIELD ASSET MGMT INC 1.1%
Value ($000) $6,037 Shares 154,778 Est. Cost $36.98 Unrealized
ALLERGAN PLC 1.1%
Value ($000) $5,859 Shares 34,816 Est. Cost $272.12 Unrealized
VFC V F CORP 1.0%
Value ($000) $5,753 Shares 77,612 Est. Cost $57.60 Unrealized +25.5%
EFA ISHARES TR 1.0%
Value ($000) $5,489 Shares 78,773 Est. Cost $57.92 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $5,235 Shares 96,117 Est. Cost $39.98 Unrealized +5.7%
AIG AMERICAN INTL GROUP INC 0.9%
Value ($000) $5,022 Shares 92,282 Est. Cost $40.17 Unrealized +19.7%
BKNG BOOKING HLDGS INC 0.9%
Value ($000) $4,937 Shares 2,373 Est. Cost $1933.58 Unrealized 0.0%
EOG EOG RES INC 0.9%
Value ($000) $4,762 Shares 45,237 Est. Cost $58.05 Unrealized +39.2%
DIS DISNEY WALT CO 0.8%
Value ($000) $4,607 Shares 45,869 Est. Cost $72.70 Unrealized +38.9%
MGA MAGNA INTL INC 0.8%
Value ($000) $4,497 Shares 79,798 Est. Cost $28.85 Unrealized +51.6%
TDG TRANSDIGM GROUP INC 0.8%
Value ($000) $4,468 Shares 14,558 Est. Cost $218.67 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $4,390 Shares 28,609 Est. Cost $105.96 Unrealized +1.3%
EMR EMERSON ELEC CO 0.8%
Value ($000) $4,280 Shares 62,680 Est. Cost $44.52 Unrealized +32.5%
DEO DIAGEO P L C 0.8%
Value ($000) $4,268 Shares 31,509 Est. Cost $116.78 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $4,131 Shares 116,422 Est. Cost $18.85 Unrealized +28.6%
FBNC FIRST BANCORP N C 0.7%
Value ($000) $4,024 Shares 112,894 Est. Cost $24.85 Unrealized +22.7%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $3,944 Shares 35,816 Est. Cost $81.33 Unrealized +6.0%
SEAGATE TECHNOLOGY PLC 0.7%
Value ($000) $3,928 Shares 67,123 Est. Cost $35.49 Unrealized
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $3,923 Shares 50,644 Est. Cost $51.24 Unrealized +9.4%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $3,911 Shares 51,878 Est. Cost $55.07 Unrealized +7.0%
SNA SNAP ON INC 0.7%
Value ($000) $3,865 Shares 26,194 Est. Cost $131.51 Unrealized +2.1%
T AT&T INC 0.7%
Value ($000) $3,862 Shares 108,347 Est. Cost $12.90 Unrealized +22.5%
AGG ISHARES TR 0.7%
Value ($000) $3,716 Shares 34,642 Est. Cost $109.77 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $3,487 Shares 62,920 Est. Cost $45.65 Unrealized +13.7%
AMGN AMGEN INC 0.6%
Value ($000) $3,356 Shares 19,685 Est. Cost $120.06 Unrealized +20.3%
SKT TANGER FACTORY OUTLET CTRS I 0.6%
Value ($000) $3,328 Shares 151,265 Est. Cost $31.75 Unrealized
MAXIM INTEGRATED PRODS INC 0.6%
Value ($000) $3,249 Shares 53,960 Est. Cost $50.35 Unrealized
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $3,069 Shares 48,086 Est. Cost $56.58 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $3,022 Shares 37,814 Est. Cost $59.51 Unrealized +18.1%
NVS NOVARTIS A G 0.5%
Value ($000) $3,009 Shares 37,216 Est. Cost $85.84 Unrealized
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $2,932 Shares 27,826 Est. Cost $80.05 Unrealized 0.0%
ENB ENBRIDGE INC 0.5%
Value ($000) $2,804 Shares 89,121 Est. Cost $24.67 Unrealized -12.8%
HCP INC 0.5%
Value ($000) $2,720 Shares 117,111 Est. Cost $27.68 Unrealized
NEW YORK CMNTY BANCORP INC 0.5%
Value ($000) $2,628 Shares 201,673 Est. Cost $13.70 Unrealized
NIELSEN HLDGS PLC 0.4%
Value ($000) $2,495 Shares 78,492 Est. Cost $39.25 Unrealized
F FORD MTR CO DEL 0.4%
Value ($000) $2,416 Shares 218,100 Est. Cost $8.07 Unrealized -7.2%
NGG NATIONAL GRID PLC 0.4%
Value ($000) $2,357 Shares 41,769 Est. Cost $62.36 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,231 Shares 6,601 Est. Cost $275.43 Unrealized 0.0%
HANESBRANDS INC 0.4%
Value ($000) $2,025 Shares 109,939 Est. Cost $21.18 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $1,859 Shares 22,244 Est. Cost $83.91 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,779 Shares 16,994 Est. Cost $85.46 Unrealized 0.0%
GVI ISHARES TR 0.3%
Value ($000) $1,768 Shares 16,327 Est. Cost $109.10 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $1,745 Shares 38,715 Est. Cost $39.98 Unrealized +2.5%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $1,626 Shares 9,506 Est. Cost $80.01 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,484 Shares 20,707 Est. Cost $51.19 Unrealized +16.7%
IEFA ISHARES TR 0.3%
Value ($000) $1,464 Shares 22,223 Est. Cost $65.72 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,273 Shares 46,179 Est. Cost $20.30 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,238 Shares 13,274 Est. Cost $61.69 Unrealized +41.0%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,204 Shares 8,871 Est. Cost $72.60 Unrealized +69.0%
LQD ISHARES TR 0.2%
Value ($000) $1,181 Shares 10,062 Est. Cost $118.53 Unrealized
BLACKROCK INC 0.2%
Value ($000) $1,120 Shares 2,067 Est. Cost $319.55 Unrealized
CELGENE CORP 0.2%
Value ($000) $1,119 Shares 12,541 Est. Cost $85.89 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $1,117 Shares 4,211 Est. Cost $264.00 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,110 Shares 13,639 Est. Cost $53.78 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,074 Shares 14,452 Est. Cost $47.10 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,064 Shares 7,222 Est. Cost $66.81 Unrealized +99.2%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,037 Shares 5,498 Est. Cost $91.81 Unrealized +84.4%
IWV ISHARES TR 0.2%
Value ($000) $972 Shares 6,218 Est. Cost $106.58 Unrealized
FTEC FIDELITY 0.2%
Value ($000) $899 Shares 17,338 Est. Cost $50.13 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $866 Shares 19,938 Est. Cost $29.65 Unrealized +18.3%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $821 Shares 8,106 Est. Cost $57.17 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $782 Shares 12,554 Est. Cost $26.07 Unrealized +40.3%
NVDA NVIDIA CORP 0.1%
Value ($000) $771 Shares 3,328 Est. Cost $0.70 Unrealized +735.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $764 Shares 7,686 Est. Cost $52.70 Unrealized +30.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $758 Shares 1,836 Est. Cost $97.61 Unrealized +43.0%
BWA BORGWARNER INC 0.1%
Value ($000) $726 Shares 14,458 Est. Cost $46.49 Unrealized -11.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $712 Shares 14,875 Est. Cost $27.78 Unrealized +18.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $666 Shares 10,181 Est. Cost $84.69 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $665 Shares 8,632 Est. Cost $92.40 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $664 Shares 22,500 Est. Cost $17.74 Unrealized +60.1%
FNCL FIDELITY 0.1%
Value ($000) $657 Shares 16,259 Est. Cost $40.74 Unrealized
FHLC FIDELITY 0.1%
Value ($000) $614 Shares 15,422 Est. Cost $39.96 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $603 Shares 20,126 Est. Cost $11.20 Unrealized +132.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $581 Shares 11,085 Est. Cost $39.61 Unrealized +20.5%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $572 Shares 10,859 Est. Cost $39.94 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $535 Shares 8,457 Est. Cost $40.69 Unrealized +18.2%
FIDU FIDELITY 0.1%
Value ($000) $525 Shares 13,888 Est. Cost $38.66 Unrealized
FDIS FIDELITY 0.1%
Value ($000) $521 Shares 13,105 Est. Cost $39.14 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $463 Shares 7,722 Est. Cost $28.13 Unrealized +75.1%
ADSK AUTODESK INC 0.1%
Value ($000) $461 Shares 3,668 Est. Cost $54.65 Unrealized +117.9%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $454 Shares 6,617 Est. Cost $36.21 Unrealized +40.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $420 Shares 5,423 Est. Cost $48.99 Unrealized +46.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $419 Shares 5,223 Est. Cost $57.57 Unrealized +16.9%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $413 Shares 4,349 Est. Cost $89.58 Unrealized +17.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $413 Shares 398 Est. Cost $49.22 Unrealized +11.8%
IEMG ISHARES INC 0.1%
Value ($000) $407 Shares 6,968 Est. Cost $56.99 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $399 Shares 4,793 Est. Cost $52.25 Unrealized +68.1%
INGERSOLL-RAND PLC 0.1%
Value ($000) $397 Shares 4,640 Est. Cost $61.39 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $388 Shares 1,643 Est. Cost $149.19 Unrealized +53.6%
HARRIS CORP DEL 0.1%
Value ($000) $387 Shares 2,397 Est. Cost $55.99 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $386 Shares 4,068 Est. Cost $44.13 Unrealized +82.9%
NDAQ NASDAQ INC 0.1%
Value ($000) $383 Shares 4,441 Est. Cost $13.17 Unrealized +81.5%
FENY FIDELITY 0.1%
Value ($000) $373 Shares 19,967 Est. Cost $20.03 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $371 Shares 3,439 Est. Cost $53.20 Unrealized +54.9%
HDV ISHARES TR 0.1%
Value ($000) $368 Shares 4,355 Est. Cost $83.73 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $357 Shares 5,298 Est. Cost $43.52 Unrealized +19.3%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $352 Shares 4,553 Est. Cost $72.46 Unrealized +12.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $350 Shares 26,014 Est. Cost $25.27 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $343 Shares 1,660 Est. Cost $207.98 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $327 Shares 7,845 Est. Cost $29.41 Unrealized +21.9%
CSX CSX CORP 0.1%
Value ($000) $325 Shares 5,835 Est. Cost $7.74 Unrealized +117.1%
HOFT HOOKER FURNITURE CORP 0.1%
Value ($000) $312 Shares 8,500 Est. Cost $23.83 Unrealized +62.2%
RHI ROBERT HALF INTL INC 0.1%
Value ($000) $310 Shares 5,350 Est. Cost $43.25 Unrealized +32.1%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $308 Shares 4,882 Est. Cost $11.10 Unrealized +11.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $308 Shares 1,885 Est. Cost $31.70 Unrealized 0.0%
FSTA FIDELITY 0.1%
Value ($000) $301 Shares 9,494 Est. Cost $34.13 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $299 Shares 1 Est. Cost $199512.94 Unrealized +54.5%
CBRE CBRE GROUP INC 0.1%
Value ($000) $295 Shares 6,246 Est. Cost $33.44 Unrealized +36.2%
AFL AFLAC INC 0.1%
Value ($000) $294 Shares 6,722 Est. Cost $30.86 Unrealized +19.2%
HELE HELEN OF TROY CORP LTD 0.1%
Value ($000) $292 Shares 3,355 Est. Cost $81.24 Unrealized +12.0%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $282 Shares 3,056 Est. Cost $106.00 Unrealized
EWY ISHARES INC 0.1%
Value ($000) $282 Shares 3,739 Est. Cost $61.82 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $279 Shares 8,158 Est. Cost $27.51 Unrealized +15.6%
NKE NIKE INC 0.0%
Value ($000) $273 Shares 4,103 Est. Cost $52.00 Unrealized +14.7%
MCO MOODYS CORP 0.0%
Value ($000) $270 Shares 1,671 Est. Cost $137.56 Unrealized +9.8%
SUNTRUST BKS INC 0.0%
Value ($000) $266 Shares 3,906 Est. Cost $55.41 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $265 Shares 2,212 Est. Cost $124.51 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $263 Shares 2,255 Est. Cost $124.76 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $257 Shares 943 Est. Cost $221.07 Unrealized +16.7%
ATR APTARGROUP INC 0.0%
Value ($000) $254 Shares 2,829 Est. Cost $66.51 Unrealized +19.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $254 Shares 1,628 Est. Cost $101.70 Unrealized +34.4%
DVY ISHARES TR 0.0%
Value ($000) $251 Shares 2,638 Est. Cost $95.15 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $251 Shares 3,425 Est. Cost $37.92 Unrealized +62.3%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $250 Shares 2,497 Est. Cost $76.00 Unrealized +14.4%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $249 Shares 9,126 Est. Cost $24.32 Unrealized +11.8%
INTC INTEL CORP 0.0%
Value ($000) $245 Shares 4,698 Est. Cost $23.42 Unrealized +71.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $235 Shares 1,894 Est. Cost $85.77 Unrealized +13.2%
PPG PPG INDS INC 0.0%
Value ($000) $234 Shares 2,100 Est. Cost $77.00 Unrealized +29.2%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $230 Shares 1,500 Est. Cost $147.80 Unrealized +13.0%
JACOBS ENGR GROUP INC DEL 0.0%
Value ($000) $229 Shares 3,868 Est. Cost $49.99 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $228 Shares 1,278 Est. Cost $141.81 Unrealized +9.1%
NUVEEN NORTH CAROLINA QLTY M 0.0%
Value ($000) $218 Shares 17,746 Est. Cost $12.96 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $214 Shares 1,639 Est. Cost $130.57 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $207 Shares 500 Est. Cost $390.04 Unrealized +7.5%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $205 Shares 3,043 Est. Cost $59.91 Unrealized -7.5%
CDW CDW CORP 0.0%
Value ($000) $205 Shares 2,910 Est. Cost $62.44 Unrealized +6.4%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $201 Shares 2,357 Est. Cost $67.47 Unrealized +12.8%
SWISS HELVETIA FD INC 0.0%
Value ($000) $170 Shares 13,875 Est. Cost $12.37 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $125 Shares 20,000 Est. Cost $3.46 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $72 Shares 18,325 Est. Cost $4.31 Unrealized