HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Diversified Active

CIK: 0000943442 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 23, 2021

Total Value ($000): $559,848 (100.0% shares, 0.0% debt)

Holdings (175)

MSFT MICROSOFT CORP 5.4%
Value ($000) $30,034 Shares 127,386 Est. Cost $37.11 Unrealized +500.6%
ISRG INTUITIVE SURGICAL INC NEW 3.8%
Value ($000) $21,145 Shares 28,615 Est. Cost $102.20 Unrealized +146.2%
PFF ISHARES TR S&P US PFD STK INDE 3.7%
Value ($000) $20,505 Shares 533,973 Est. Cost $38.44 Unrealized
AAPL APPLE, INC. 3.6%
Value ($000) $20,127 Shares 164,774 Est. Cost $86.92 Unrealized +43.9%
OBT ORANGE CNTY BANCORP INC 3.4%
Value ($000) $19,283 Shares 627,077 Est. Cost $12.76 Unrealized +13.4%
HD THE HOME DEPOT INC 3.2%
Value ($000) $17,789 Shares 58,278 Est. Cost $68.41 Unrealized +257.3%
MDT MEDTRONIC PLC 2.8%
Value ($000) $15,565 Shares 131,763 Est. Cost $59.70 Unrealized +70.4%
TMO THERMO FISHER SCIENTIFIC INC. 2.7%
Value ($000) $15,030 Shares 32,934 Est. Cost $103.95 Unrealized +353.2%
ADBE ADOBE SYSTEMS INC 2.5%
Value ($000) $14,248 Shares 29,972 Est. Cost $128.27 Unrealized +264.4%
GOOG ALPHABET INC CLASS C 2.4%
Value ($000) $13,626 Shares 6,587 Est. Cost $60.97 Unrealized +61.5%
JPM JP MORGAN CHASE & CO 2.4%
Value ($000) $13,227 Shares 86,886 Est. Cost $47.67 Unrealized +166.9%
AMZN AMAZON COM INC 2.0%
Value ($000) $11,272 Shares 3,643 Est. Cost $92.53 Unrealized +71.3%
META FACEBOOK INC CL A 2.0%
Value ($000) $11,211 Shares 38,063 Est. Cost $128.76 Unrealized +107.7%
LLY ELI LILLY & COMPANY 2.0%
Value ($000) $11,123 Shares 59,540 Est. Cost $67.70 Unrealized +174.8%
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $9,101 Shares 22,962 Est. Cost $305.53 Unrealized
UNH UNITED HEALTHCARE CORP 1.6%
Value ($000) $8,855 Shares 23,798 Est. Cost $153.62 Unrealized +108.1%
NVDA NVIDIA CORP 1.6%
Value ($000) $8,770 Shares 16,426 Est. Cost $7.79 Unrealized +72.2%
DIS DISNEY WALT CO 1.5%
Value ($000) $8,352 Shares 45,262 Est. Cost $97.92 Unrealized +84.0%
PEP PEPSICO INCORPORATED 1.5%
Value ($000) $8,180 Shares 57,829 Est. Cost $71.45 Unrealized +65.0%
BAC BANKAMERICA CORP 1.4%
Value ($000) $7,888 Shares 203,877 Est. Cost $16.71 Unrealized +83.3%
DHR DANAHER CORP 1.4%
Value ($000) $7,658 Shares 34,022 Est. Cost $97.08 Unrealized +104.7%
VZ VERIZON COMMUNICATIONS 1.3%
Value ($000) $7,355 Shares 126,475 Est. Cost $30.81 Unrealized +37.1%
BROADCOM LTD 1.3%
Value ($000) $7,314 Shares 15,774 Est. Cost $206.01 Unrealized
CRM SALESFORCE COM 1.3%
Value ($000) $7,068 Shares 33,358 Est. Cost $145.19 Unrealized +51.5%
V VISA INC 1.2%
Value ($000) $6,841 Shares 32,312 Est. Cost $138.18 Unrealized +47.0%
ILMN ILLUMINA INC 1.2%
Value ($000) $6,754 Shares 17,586 Est. Cost $314.32 Unrealized +29.7%
SHW SHERWIN WILLIAMS CO 1.2%
Value ($000) $6,709 Shares 9,091 Est. Cost $135.19 Unrealized +68.7%
CMCSA COMCAST CORP NEW CL A 1.1%
Value ($000) $6,317 Shares 116,740 Est. Cost $30.41 Unrealized +51.8%
MRSH MARSH & MCLENNAN CO INC 1.1%
Value ($000) $6,159 Shares 50,563 Est. Cost $67.26 Unrealized +59.1%
EL ESTEE LAUDER COMPANIES INC CL A 1.1%
Value ($000) $6,101 Shares 20,976 Est. Cost $107.10 Unrealized +138.1%
NKE NIKE INC CLASS B 1.1%
Value ($000) $6,090 Shares 45,831 Est. Cost $54.11 Unrealized +139.4%
CSX C S X CORP 1.1%
Value ($000) $5,983 Shares 62,051 Est. Cost $18.23 Unrealized +56.7%
AMT AMERN TOWER CORP CLASS A 1.0%
Value ($000) $5,863 Shares 24,526 Est. Cost $149.80 Unrealized +28.4%
HON HONEYWELL INTERNATIONAL 1.0%
Value ($000) $5,710 Shares 26,305 Est. Cost $111.21 Unrealized +58.8%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $5,322 Shares 32,380 Est. Cost $59.91 Unrealized +135.0%
PFE PFIZER INCORPORATED 0.9%
Value ($000) $5,031 Shares 138,859 Est. Cost $18.99 Unrealized +47.6%
DG DOLLAR GENERAL CORPORATION 0.9%
Value ($000) $4,837 Shares 23,872 Est. Cost $100.88 Unrealized +82.8%
FDX FEDEX CORPORATION 0.8%
Value ($000) $4,646 Shares 16,356 Est. Cost $183.53 Unrealized +27.6%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $4,363 Shares 84,366 Est. Cost $18.32 Unrealized +121.7%
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $4,296 Shares 76,949 Est. Cost $48.54 Unrealized -10.8%
INTC INTEL CORP 0.8%
Value ($000) $4,291 Shares 67,054 Est. Cost $21.60 Unrealized +150.4%
ADP AUTO DATA PROCESSING 0.8%
Value ($000) $4,245 Shares 22,526 Est. Cost $57.45 Unrealized +172.7%
QQQ INVESCO QQQ TR UNIT SER 1 0.7%
Value ($000) $4,125 Shares 12,925 Est. Cost $316.15 Unrealized
STERLING BANCORP DEL COM 0.7%
Value ($000) $4,044 Shares 175,681 Est. Cost $14.40 Unrealized
WMT WAL-MART STORES INC 0.7%
Value ($000) $3,937 Shares 28,983 Est. Cost $24.52 Unrealized +76.6%
DUK DUKE ENERGY CORPORATION 0.7%
Value ($000) $3,901 Shares 40,414 Est. Cost $57.62 Unrealized +31.0%
SBUX STARBUCKS CORP 0.7%
Value ($000) $3,868 Shares 35,398 Est. Cost $50.22 Unrealized +87.2%
MS MORGAN STANLEY 0.7%
Value ($000) $3,809 Shares 49,053 Est. Cost $34.68 Unrealized +89.1%
MRK MERCK & CO INC 0.6%
Value ($000) $3,636 Shares 47,161 Est. Cost $41.13 Unrealized +53.3%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 0.6%
Value ($000) $3,575 Shares 114,169 Est. Cost $31.33 Unrealized
XILINX INC 0.6%
Value ($000) $3,495 Shares 28,207 Est. Cost $89.44 Unrealized
OCFC OCEANFIRST FINL CORP 0.6%
Value ($000) $3,352 Shares 140,000 Est. Cost $16.33 Unrealized +6.1%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $3,291 Shares 24,299 Est. Cost $57.60 Unrealized +100.8%
RMD RESMED INC 0.5%
Value ($000) $3,035 Shares 20,098 Est. Cost $57.28 Unrealized +235.8%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $2,863 Shares 40,796 Est. Cost $30.52 Unrealized +98.6%
RVTY PERKINELMER INC 0.5%
Value ($000) $2,802 Shares 21,845 Est. Cost $68.94 Unrealized +98.7%
CVX CHEVRON CORP 0.5%
Value ($000) $2,755 Shares 26,288 Est. Cost $72.29 Unrealized +10.1%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2,609 Shares 7,402 Est. Cost $256.70 Unrealized +28.5%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $2,558 Shares 6,922 Est. Cost $247.05 Unrealized +21.4%
PLD PROLOGICS INC. 0.4%
Value ($000) $2,462 Shares 23,226 Est. Cost $64.60 Unrealized +37.3%
CIEN CIENA CORP 0.4%
Value ($000) $2,414 Shares 44,113 Est. Cost $50.66 Unrealized +6.2%
BA BOEING CO 0.4%
Value ($000) $2,337 Shares 9,173 Est. Cost $129.83 Unrealized +71.2%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,274 Shares 42,936 Est. Cost $42.92 Unrealized -3.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $2,257 Shares 4,742 Est. Cost $354.56 Unrealized
AES AES CORP 0.4%
Value ($000) $2,213 Shares 82,548 Est. Cost $11.34 Unrealized +96.0%
ENB ENBRIDGE INC 0.4%
Value ($000) $1,972 Shares 54,180 Est. Cost $24.61 Unrealized +3.9%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $1,853 Shares 31,654 Est. Cost $31.11 Unrealized +60.0%
LECO LINCOLN ELEC HLDGS INC 0.3%
Value ($000) $1,836 Shares 14,936 Est. Cost $72.83 Unrealized +64.1%
T AT & T INC 0.3%
Value ($000) $1,813 Shares 59,884 Est. Cost $12.55 Unrealized +28.6%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $1,755 Shares 14,643 Est. Cost $32.24 Unrealized +237.0%
NEXTERA ENERGY INC. 0.3%
Value ($000) $1,728 Shares 22,854 Est. Cost $92.94 Unrealized
NUVEEN MUNICIPAL VALUE FUND INC 0.3%
Value ($000) $1,676 Shares 150,486 Est. Cost $10.42 Unrealized
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $1,650 Shares 18,288 Est. Cost $42.56 Unrealized +82.8%
PNC PNC FINANCIAL SERVICES 0.3%
Value ($000) $1,643 Shares 9,368 Est. Cost $90.31 Unrealized +53.4%
CMG CHIPOTLE MEXICAN GRILL INC. COM 0.3%
Value ($000) $1,635 Shares 1,151 Est. Cost $19.15 Unrealized +51.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,597 Shares 21,231 Est. Cost $45.84 Unrealized +35.9%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,572 Shares 24,903 Est. Cost $33.83 Unrealized +50.8%
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $1,558 Shares 11,692 Est. Cost $107.58 Unrealized -8.8%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,556 Shares 6,943 Est. Cost $109.30 Unrealized +75.0%
OSK OSHKOSH CORP 0.3%
Value ($000) $1,505 Shares 12,682 Est. Cost $46.88 Unrealized +103.5%
ABBVIE INC COM 0.3%
Value ($000) $1,413 Shares 13,056 Est. Cost $49.56 Unrealized
SYY SYSCO CORPORATION 0.2%
Value ($000) $1,262 Shares 16,032 Est. Cost $31.79 Unrealized +114.2%
CITRIX SYSTEMS INC 0.2%
Value ($000) $1,256 Shares 8,950 Est. Cost $67.04 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $1,254 Shares 893 Est. Cost $821.97 Unrealized +50.6%
KMX CARMAX INC 0.2%
Value ($000) $1,223 Shares 9,221 Est. Cost $70.08 Unrealized +73.7%
AXP AMERICAN EXPRESS CORP 0.2%
Value ($000) $1,216 Shares 8,600 Est. Cost $124.36 Unrealized 0.0%
RAYTHEON COMPANY NEW 0.2%
Value ($000) $1,197 Shares 15,485 Est. Cost $80.92 Unrealized
GLW CORNING INC 0.2%
Value ($000) $1,197 Shares 27,512 Est. Cost $12.28 Unrealized +173.6%
MTB M & T BANK CORP 0.2%
Value ($000) $1,151 Shares 7,592 Est. Cost $119.53 Unrealized +5.5%
LUV SOUTHWEST AIRLINES CO 0.2%
Value ($000) $1,146 Shares 18,776 Est. Cost $49.50 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,135 Shares 3,472 Est. Cost $138.74 Unrealized +99.6%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $1,074 Shares 18,414 Est. Cost $40.89 Unrealized +6.6%
BK THE BANK OF NY MELLON CORP 0.2%
Value ($000) $1,066 Shares 22,550 Est. Cost $24.38 Unrealized +57.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $984 Shares 3,040 Est. Cost $89.27 Unrealized +211.6%
PSX PHILLIPS 66 0.2%
Value ($000) $957 Shares 11,738 Est. Cost $48.39 Unrealized +34.1%
CTRA CABOT OIL & GAS CORP 0.2%
Value ($000) $954 Shares 50,807 Est. Cost $16.80 Unrealized -15.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $946 Shares 4,079 Est. Cost $68.88 Unrealized +174.5%
3M COMPANY 0.2%
Value ($000) $904 Shares 4,694 Est. Cost $126.15 Unrealized
IFF INTL FLAVOR & FRAGRANCES 0.1%
Value ($000) $826 Shares 5,918 Est. Cost $88.99 Unrealized +27.2%
LEN LENNAR CORP 0.1%
Value ($000) $766 Shares 7,562 Est. Cost $47.09 Unrealized +66.5%
CB CHUBB LTD 0.1%
Value ($000) $750 Shares 4,747 Est. Cost $139.33 Unrealized +7.8%
AMGN AMGEN INC COM 0.1%
Value ($000) $727 Shares 2,920 Est. Cost $114.56 Unrealized +78.7%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $704 Shares 3,180 Est. Cost $52.93 Unrealized +249.5%
SPIB SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORP BD ETF 0.1%
Value ($000) $699 Shares 19,276 Est. Cost $36.56 Unrealized
IJR ISHARES TR CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $699 Shares 6,437 Est. Cost $78.30 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $693 Shares 9,140 Est. Cost $65.75 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $692 Shares 2,578 Est. Cost $83.75 Unrealized +173.2%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $667 Shares 3,509 Est. Cost $57.36 Unrealized +173.7%
GOOGL ALPHABET INC CLASS A 0.1%
Value ($000) $627 Shares 304 Est. Cost $64.26 Unrealized +52.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $608 Shares 12,375 Est. Cost $48.74 Unrealized
VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD 0.1%
Value ($000) $587 Shares 2,950 Est. Cost $198.98 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 0.1%
Value ($000) $583 Shares 11,200 Est. Cost $52.05 Unrealized
PPL PPL CORPORATION 0.1%
Value ($000) $579 Shares 20,077 Est. Cost $20.07 Unrealized +15.6%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $578 Shares 13,682 Est. Cost $42.25 Unrealized
JFBC JEFFERSONVILLE BANCORP 0.1%
Value ($000) $543 Shares 29,641 Est. Cost $11.43 Unrealized +59.6%
TROW T. ROWE PRICE GROUP INC 0.1%
Value ($000) $519 Shares 3,025 Est. Cost $114.35 Unrealized +15.3%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $504 Shares 2,486 Est. Cost $180.55 Unrealized -6.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $496 Shares 6,930 Est. Cost $55.38 Unrealized +3.3%
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $486 Shares 15,745 Est. Cost $13.96 Unrealized +65.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $481 Shares 3,630 Est. Cost $49.78 Unrealized +160.6%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $479 Shares 5,460 Est. Cost $112.21 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $468 Shares 1,937 Est. Cost $190.77 Unrealized +7.0%
BCPC BALCHEM CORP 0.1%
Value ($000) $451 Shares 3,593 Est. Cost $47.98 Unrealized +146.6%
CSW CSW INDUSTRIALS INC 0.1%
Value ($000) $447 Shares 3,312 Est. Cost $60.37 Unrealized +105.6%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $438 Shares 7,202 Est. Cost $33.44 Unrealized +46.3%
KO COCA COLA COMPANY 0.1%
Value ($000) $403 Shares 7,655 Est. Cost $38.41 Unrealized +13.0%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $396 Shares 30,133 Est. Cost $10.79 Unrealized
KHC THE KRAFT HEINZ CO 0.1%
Value ($000) $384 Shares 9,598 Est. Cost $48.67 Unrealized -41.2%
SONO SONOS INC 0.1%
Value ($000) $384 Shares 10,250 Est. Cost $10.62 Unrealized +217.6%
SUN SUNOCO LP COM 0.1%
Value ($000) $382 Shares 12,000 Est. Cost $28.75 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.1%
Value ($000) $381 Shares 8,704 Est. Cost $43.77 Unrealized
MET METLIFE INC 0.1%
Value ($000) $377 Shares 6,202 Est. Cost $30.01 Unrealized +58.6%
WALGREEN BOOTS ALLIANCE INC 0.1%
Value ($000) $366 Shares 6,667 Est. Cost $55.35 Unrealized
WMB WILLIAMS COMPANIES 0.1%
Value ($000) $361 Shares 15,259 Est. Cost $20.72 Unrealized -13.9%
ROYAL DUTCH SHELL SPON ADR 0.1%
Value ($000) $332 Shares 8,474 Est. Cost $57.72 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $329 Shares 2,250 Est. Cost $83.00 Unrealized +82.4%
NUVEEN AMT FREE MUN INCOME FD 0.1%
Value ($000) $326 Shares 22,000 Est. Cost $13.32 Unrealized
EEM ISHARES TR MSCI EMERGING MKTS INDEX FD 0.1%
Value ($000) $322 Shares 6,043 Est. Cost $42.97 Unrealized
ATRION CORP 0.1%
Value ($000) $321 Shares 500 Est. Cost $642.00 Unrealized
BALL BALL CORP 0.1%
Value ($000) $297 Shares 3,500 Est. Cost $86.77 Unrealized -5.2%
IGM ISHARES NORTH AMERICAN TECH 0.1%
Value ($000) $292 Shares 810 Est. Cost $278.82 Unrealized
TD TORONTO DOMINION BK 0.1%
Value ($000) $286 Shares 4,385 Est. Cost $46.93 Unrealized +30.1%
SPYG SPDR PORTFILIO S&P 500 GROWTH 0.1%
Value ($000) $282 Shares 5,007 Est. Cost $55.35 Unrealized
DOW DOW INC 0.1%
Value ($000) $282 Shares 4,408 Est. Cost $33.58 Unrealized +36.4%
LIFE STORAGE INC 0.0%
Value ($000) $275 Shares 3,202 Est. Cost $93.58 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $268 Shares 12,480 Est. Cost $32.70 Unrealized -41.5%
TSLA TESLA MTRS INC 0.0%
Value ($000) $264 Shares 395 Est. Cost $175.74 Unrealized +42.9%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $256 Shares 7,226 Est. Cost $35.43 Unrealized
XLV SPDR HEALTH CARE SELECT SECTOR TR 0.0%
Value ($000) $252 Shares 2,160 Est. Cost $100.00 Unrealized
SPYV SPDR PORTFILIO S&P 500 VALUE 0.0%
Value ($000) $247 Shares 6,511 Est. Cost $34.65 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $244 Shares 10,010 Est. Cost $35.65 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $238 Shares 3,970 Est. Cost $39.39 Unrealized +29.8%
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $237 Shares 6,400 Est. Cost $27.21 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $236 Shares 4,617 Est. Cost $21.48 Unrealized +41.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $226 Shares 1,625 Est. Cost $89.17 Unrealized +24.3%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $225 Shares 4,922 Est. Cost $45.71 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $223 Shares 2,146 Est. Cost $40.79 Unrealized +73.6%
BLACKROCK MUNIENHANCED FD INC 0.0%
Value ($000) $215 Shares 6,950 Est. Cost $11.14 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $215 Shares 3,301 Est. Cost $56.91 Unrealized 0.0%
VOO VANGUARD INDEX FD S&P 500 ETF 0.0%
Value ($000) $214 Shares 588 Est. Cost $363.95 Unrealized
USB US BANCORP DEL NEW 0.0%
Value ($000) $202 Shares 3,650 Est. Cost $37.76 Unrealized +6.8%
LUMEN TECHNOLOGIES 0.0%
Value ($000) $200 Shares 15,000 Est. Cost $9.73 Unrealized
NUVEEN MUNICIPAL CREDIT INCOME FD 0.0%
Value ($000) $177 Shares 10,500 Est. Cost $15.14 Unrealized
ANNALY CAPITAL MANAGEMENT 0.0%
Value ($000) $174 Shares 20,200 Est. Cost $8.47 Unrealized
MFIC APOLLO INVESTMENT GROUP 0.0%
Value ($000) $172 Shares 12,500 Est. Cost $5.28 Unrealized +40.1%
NUVEEN MUNICIPAL CR INCOME FD 0.0%
Value ($000) $170 Shares 10,500 Est. Cost $13.43 Unrealized
NUVEEN MUN HIGH INCOME OPP FD 0.0%
Value ($000) $166 Shares 11,500 Est. Cost $12.65 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $127 Shares 11,300 Est. Cost $9.91 Unrealized
ECC EAGLE POINT CREDIT CO LLC 0.0%
Value ($000) $126 Shares 10,500 Est. Cost $10.10 Unrealized
BERKSHIRE BANCORP INC DEL COM 0.0%
Value ($000) $120 Shares 12,298 Est. Cost $12.84 Unrealized
TWO HARBORS INVESTMENT CORP 0.0%
Value ($000) $91 Shares 12,350 Est. Cost $6.40 Unrealized
WDDD WORLDS INC 0.0%
Value ($000) $67 Shares 153,350 Est. Cost $0.28 Unrealized +64.0%
ATHERSYS INC 0.0%
Value ($000) $40 Shares 22,500 Est. Cost $2.13 Unrealized
Cellcube Energy Storage Sys Inc Com 0.0%
Value ($000) $1 Shares 15,000 Est. Cost $0.07 Unrealized
ASPR ADSOUTH PARTNERS INC (NV) 0.0%
Value ($000) $0 Shares 10,001 Est. Cost $0.00 Unrealized +72.1%