HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Diversified Active

CIK: 0000943442 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 24, 2022

Total Value ($000): $639,720 (100.0% shares, 0.0% debt)

Holdings (190)

MSFT MICROSOFT CORP 5.9%
Value ($000) $37,456 Shares 111,371 Est. Cost $37.11 Unrealized +744.5%
ISRG INTUITIVE SURGICAL INC NEW 4.5%
Value ($000) $29,039 Shares 80,820 Est. Cost $263.44 Unrealized +30.6%
AAPL APPLE, INC. 4.1%
Value ($000) $26,323 Shares 148,242 Est. Cost $86.92 Unrealized +78.0%
OBT ORANGE CNTY BANCORP INC 3.9%
Value ($000) $24,892 Shares 627,787 Est. Cost $12.76 Unrealized +46.5%
HD THE HOME DEPOT INC 3.3%
Value ($000) $21,199 Shares 51,080 Est. Cost $68.41 Unrealized +401.7%
PFF ISHARES TR S&P US PFD STK INDE 3.1%
Value ($000) $20,149 Shares 511,011 Est. Cost $38.47 Unrealized
NVDA NVIDIA CORP 3.0%
Value ($000) $18,993 Shares 64,579 Est. Cost $17.57 Unrealized +56.3%
TMO THERMO FISHER SCIENTIFIC INC. 2.9%
Value ($000) $18,577 Shares 27,842 Est. Cost $103.95 Unrealized +493.8%
GOOG ALPHABET INC CLASS C 2.7%
Value ($000) $17,581 Shares 6,076 Est. Cost $60.97 Unrealized +135.3%
LLY ELI LILLY & COMPANY 2.4%
Value ($000) $15,429 Shares 55,857 Est. Cost $67.70 Unrealized +260.2%
ADBE ADOBE SYSTEMS INC 2.4%
Value ($000) $15,329 Shares 27,033 Est. Cost $128.27 Unrealized +387.3%
MDT MEDTRONIC PLC 2.1%
Value ($000) $13,678 Shares 132,221 Est. Cost $59.70 Unrealized +70.9%
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $12,989 Shares 82,025 Est. Cost $47.67 Unrealized +210.1%
META META PLATFORMS INC 2.0%
Value ($000) $12,680 Shares 37,700 Est. Cost $128.76 Unrealized +156.0%
AMZN AMAZON COM INC 1.8%
Value ($000) $11,620 Shares 3,485 Est. Cost $94.68 Unrealized +80.8%
DHR DANAHER CORP 1.7%
Value ($000) $10,981 Shares 33,377 Est. Cost $97.08 Unrealized +178.2%
UNH UNITED HEALTHCARE CORP 1.7%
Value ($000) $10,936 Shares 21,778 Est. Cost $153.62 Unrealized +174.8%
BAC BANKAMERICA CORP 1.5%
Value ($000) $9,570 Shares 215,110 Est. Cost $17.81 Unrealized +130.3%
PEP PEPSICO INCORPORATED 1.4%
Value ($000) $8,665 Shares 49,881 Est. Cost $71.45 Unrealized +100.8%
CRM SALESFORCE COM 1.4%
Value ($000) $8,637 Shares 33,986 Est. Cost $149.83 Unrealized +85.3%
BROADCOM LTD 1.3%
Value ($000) $8,501 Shares 12,776 Est. Cost $206.01 Unrealized
PFE PFIZER INCORPORATED 1.3%
Value ($000) $8,473 Shares 143,481 Est. Cost $20.90 Unrealized +92.4%
MRSH MARSH & MCLENNAN CO INC 1.3%
Value ($000) $8,283 Shares 47,651 Est. Cost $67.26 Unrealized +132.2%
SHW SHERWIN WILLIAMS CO 1.2%
Value ($000) $7,815 Shares 22,193 Est. Cost $212.41 Unrealized +46.5%
EL ESTEE LAUDER COMPANIES INC CL A 1.1%
Value ($000) $6,975 Shares 18,841 Est. Cost $107.10 Unrealized +196.7%
DIS DISNEY WALT CO 1.1%
Value ($000) $6,951 Shares 44,874 Est. Cost $97.92 Unrealized +61.1%
CSX C S X CORP 1.1%
Value ($000) $6,793 Shares 180,655 Est. Cost $26.18 Unrealized +27.2%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $6,640 Shares 13,981 Est. Cost $305.53 Unrealized
AMT AMERN TOWER CORP CLASS A 1.0%
Value ($000) $6,509 Shares 22,252 Est. Cost $149.80 Unrealized +59.9%
ILMN ILLUMINA INC 1.0%
Value ($000) $6,342 Shares 16,670 Est. Cost $314.32 Unrealized +20.5%
NKE NIKE INC CLASS B 1.0%
Value ($000) $6,316 Shares 37,896 Est. Cost $54.11 Unrealized +185.6%
XILINX INC 1.0%
Value ($000) $6,155 Shares 29,028 Est. Cost $96.22 Unrealized
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $6,030 Shares 116,055 Est. Cost $30.81 Unrealized +31.1%
V VISA INC 0.9%
Value ($000) $5,951 Shares 27,461 Est. Cost $138.18 Unrealized +50.6%
XOM EXXON MOBIL CORPORATION 0.9%
Value ($000) $5,463 Shares 89,286 Est. Cost $48.78 Unrealized +10.5%
MS MORGAN STANLEY 0.8%
Value ($000) $5,261 Shares 53,593 Est. Cost $38.83 Unrealized +123.5%
CMCSA COMCAST CORP NEW CL A 0.8%
Value ($000) $5,256 Shares 104,430 Est. Cost $30.41 Unrealized +51.7%
DG DOLLAR GENERAL CORPORATION 0.8%
Value ($000) $5,171 Shares 21,926 Est. Cost $100.88 Unrealized +104.6%
HON HONEYWELL INTERNATIONAL 0.8%
Value ($000) $5,006 Shares 24,010 Est. Cost $111.21 Unrealized +66.4%
PLD PROLOGICS INC. 0.8%
Value ($000) $4,988 Shares 29,625 Est. Cost $74.89 Unrealized +76.2%
FDX FEDEX CORPORATION 0.8%
Value ($000) $4,922 Shares 19,031 Est. Cost $192.11 Unrealized +14.5%
CIEN CIENA CORP 0.7%
Value ($000) $4,717 Shares 61,290 Est. Cost $52.46 Unrealized +17.6%
RVTY PERKINELMER INC 0.7%
Value ($000) $4,548 Shares 22,621 Est. Cost $72.06 Unrealized +148.5%
ADP AUTO DATA PROCESSING 0.7%
Value ($000) $4,521 Shares 18,336 Est. Cost $57.45 Unrealized +260.8%
SBUX STARBUCKS CORP 0.7%
Value ($000) $4,492 Shares 38,404 Est. Cost $54.02 Unrealized +89.2%
STERLING BANCORP DEL COM 0.7%
Value ($000) $4,430 Shares 171,756 Est. Cost $14.40 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $4,360 Shares 25,487 Est. Cost $59.91 Unrealized +142.2%
DUK DUKE ENERGY CORPORATION 0.7%
Value ($000) $4,267 Shares 40,676 Est. Cost $58.17 Unrealized +48.3%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $4,210 Shares 66,436 Est. Cost $18.32 Unrealized +175.4%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 0.6%
Value ($000) $3,880 Shares 125,287 Est. Cost $31.33 Unrealized
WMT WAL-MART STORES INC 0.5%
Value ($000) $3,269 Shares 22,596 Est. Cost $24.52 Unrealized +84.2%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $3,154 Shares 5,555 Est. Cost $256.70 Unrealized +90.1%
INTC INTEL CORP 0.5%
Value ($000) $3,032 Shares 58,866 Est. Cost $21.60 Unrealized +118.9%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,926 Shares 17,889 Est. Cost $57.60 Unrealized +132.9%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $2,889 Shares 33,132 Est. Cost $30.52 Unrealized +191.3%
RMD RESMED INC 0.4%
Value ($000) $2,865 Shares 11,000 Est. Cost $57.28 Unrealized +336.8%
AXP AMERICAN EXPRESS CORP 0.4%
Value ($000) $2,862 Shares 17,492 Est. Cost $140.90 Unrealized +14.8%
CVX CHEVRON CORP 0.4%
Value ($000) $2,824 Shares 24,062 Est. Cost $73.03 Unrealized +31.6%
MRK MERCK & CO INC 0.4%
Value ($000) $2,794 Shares 36,457 Est. Cost $41.13 Unrealized +69.9%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,552 Shares 35,354 Est. Cost $42.92 Unrealized +46.0%
CMG CHIPOTLE MEXICAN GRILL INC. COM 0.4%
Value ($000) $2,327 Shares 1,331 Est. Cost $20.87 Unrealized +68.7%
ENB ENBRIDGE INC 0.4%
Value ($000) $2,258 Shares 57,710 Est. Cost $25.68 Unrealized +19.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $2,213 Shares 4,274 Est. Cost $354.56 Unrealized
AES AES CORP 0.3%
Value ($000) $2,150 Shares 88,464 Est. Cost $12.11 Unrealized +70.7%
AZO AUTOZONE INC 0.3%
Value ($000) $2,084 Shares 994 Est. Cost $889.19 Unrealized +109.4%
LECO LINCOLN ELEC HLDGS INC 0.3%
Value ($000) $2,059 Shares 14,760 Est. Cost $73.82 Unrealized +88.7%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,886 Shares 18,281 Est. Cost $45.84 Unrealized +75.6%
INVESCO QQQ TR UNIT SER 1 0.3%
Value ($000) $1,871 Shares 4,702 Est. Cost $358.01 Unrealized
MRNA MODERNA INC 0.3%
Value ($000) $1,849 Shares 27,881 Est. Cost $293.90 Unrealized -0.5%
NUVEEN MUNICIPAL VALUE FUND INC 0.3%
Value ($000) $1,738 Shares 167,461 Est. Cost $10.51 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $1,717 Shares 12,198 Est. Cost $32.24 Unrealized +268.2%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $1,636 Shares 17,602 Est. Cost $42.56 Unrealized +103.3%
BA BOEING CO 0.3%
Value ($000) $1,600 Shares 7,945 Est. Cost $129.83 Unrealized +62.7%
IBM INTL BUSINESS MACHINES 0.2%
Value ($000) $1,528 Shares 11,432 Est. Cost $107.57 Unrealized -1.0%
PNC PNC FINANCIAL SERVICES 0.2%
Value ($000) $1,518 Shares 7,568 Est. Cost $116.65 Unrealized +49.4%
OSK OSHKOSH CORP 0.2%
Value ($000) $1,508 Shares 13,381 Est. Cost $49.88 Unrealized +103.5%
ABBVIE INC COM 0.2%
Value ($000) $1,484 Shares 10,961 Est. Cost $50.80 Unrealized
NEXTERA ENERGY INC. 0.2%
Value ($000) $1,465 Shares 15,693 Est. Cost $92.94 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,426 Shares 22,868 Est. Cost $33.83 Unrealized +45.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,413 Shares 3,977 Est. Cost $247.05 Unrealized +25.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,405 Shares 5,243 Est. Cost $109.30 Unrealized +110.1%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $1,352 Shares 71,172 Est. Cost $16.74 Unrealized +0.8%
SPG SIMON PROPERTY GROUP INC 0.2%
Value ($000) $1,288 Shares 8,063 Est. Cost $117.55 Unrealized +3.2%
BK THE BANK OF NY MELLON CORP 0.2%
Value ($000) $1,245 Shares 21,433 Est. Cost $24.38 Unrealized +109.3%
KMX CARMAX INC 0.2%
Value ($000) $1,134 Shares 8,707 Est. Cost $74.77 Unrealized +87.3%
T AT & T INC 0.2%
Value ($000) $1,118 Shares 45,443 Est. Cost $12.55 Unrealized +16.9%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,108 Shares 2,897 Est. Cost $138.74 Unrealized +156.9%
NYF ISHARES NEW YORK MUNI BOND 0.2%
Value ($000) $1,069 Shares 18,450 Est. Cost $58.42 Unrealized
LUV SOUTHWEST AIRLINES CO 0.2%
Value ($000) $1,062 Shares 24,791 Est. Cost $49.81 Unrealized -12.3%
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $1,040 Shares 13,524 Est. Cost $84.63 Unrealized -5.7%
RAYTHEON COMPANY NEW 0.2%
Value ($000) $1,034 Shares 12,010 Est. Cost $80.92 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,032 Shares 2,665 Est. Cost $89.27 Unrealized +290.1%
SYY SYSCO CORPORATION 0.2%
Value ($000) $985 Shares 12,535 Est. Cost $31.79 Unrealized +116.4%
SPIB SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORP BD ETF 0.1%
Value ($000) $920 Shares 25,441 Est. Cost $36.57 Unrealized
GLW CORNING INC 0.1%
Value ($000) $914 Shares 24,562 Est. Cost $12.58 Unrealized +165.0%
MGA MAGNA INTERNATIONAL INC 0.1%
Value ($000) $896 Shares 11,065 Est. Cost $77.50 Unrealized -9.0%
GOOGL ALPHABET INC CLASS A 0.1%
Value ($000) $895 Shares 309 Est. Cost $65.54 Unrealized +118.1%
LEN LENNAR CORP 0.1%
Value ($000) $859 Shares 7,393 Est. Cost $47.09 Unrealized +104.0%
VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD 0.1%
Value ($000) $856 Shares 4,075 Est. Cost $201.30 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $828 Shares 4,006 Est. Cost $74.42 Unrealized +150.8%
CB CHUBB LTD 0.1%
Value ($000) $793 Shares 4,102 Est. Cost $139.33 Unrealized +27.5%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $792 Shares 3,210 Est. Cost $62.74 Unrealized +235.2%
3M COMPANY 0.1%
Value ($000) $792 Shares 4,459 Est. Cost $126.15 Unrealized
IJR ISHARES TR CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $790 Shares 6,900 Est. Cost $80.43 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $777 Shares 13,270 Est. Cost $40.89 Unrealized +21.6%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $777 Shares 17,380 Est. Cost $42.33 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $762 Shares 10,510 Est. Cost $48.39 Unrealized +33.7%
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $715 Shares 9,090 Est. Cost $67.07 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $706 Shares 2,373 Est. Cost $83.75 Unrealized +204.7%
JFBC JEFFERSONVILLE BANCORP 0.1%
Value ($000) $684 Shares 31,094 Est. Cost $12.17 Unrealized +77.6%
CITRIX SYSTEMS INC 0.1%
Value ($000) $681 Shares 7,200 Est. Cost $67.04 Unrealized
MTB M & T BANK CORP 0.1%
Value ($000) $658 Shares 4,285 Est. Cost $119.53 Unrealized +12.4%
IFF INTL FLAVOR & FRAGRANCES 0.1%
Value ($000) $643 Shares 4,267 Est. Cost $88.99 Unrealized +45.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $618 Shares 3,380 Est. Cost $49.78 Unrealized +193.4%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.1%
Value ($000) $604 Shares 9,055 Est. Cost $54.09 Unrealized +1.7%
OGE OGE ENERGY CORP 0.1%
Value ($000) $596 Shares 15,532 Est. Cost $34.63 Unrealized +1.2%
BCPC BALCHEM CORP 0.1%
Value ($000) $595 Shares 3,528 Est. Cost $49.82 Unrealized +213.9%
TROW T. ROWE PRICE GROUP INC 0.1%
Value ($000) $595 Shares 3,025 Est. Cost $114.35 Unrealized +47.5%
AEP AMERICAN ELECTICAL POWER COMPANY INC 0.1%
Value ($000) $585 Shares 6,574 Est. Cost $73.96 Unrealized -2.0%
CMS CMS ENERGY CORP 0.1%
Value ($000) $581 Shares 8,926 Est. Cost $54.44 Unrealized -0.7%
DTE D T E ENERGY COMPANY 0.1%
Value ($000) $578 Shares 4,838 Est. Cost $100.90 Unrealized -1.4%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $577 Shares 9,394 Est. Cost $51.02 Unrealized -1.9%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $570 Shares 4,960 Est. Cost $112.21 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $559 Shares 2,485 Est. Cost $114.56 Unrealized +61.6%
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $559 Shares 15,410 Est. Cost $13.96 Unrealized +123.8%
PPL PPL CORPORATION 0.1%
Value ($000) $555 Shares 18,447 Est. Cost $20.07 Unrealized +24.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $532 Shares 7,865 Est. Cost $58.16 Unrealized -2.2%
UTL UNITIL CORP 0.1%
Value ($000) $528 Shares 11,474 Est. Cost $48.40 Unrealized -10.4%
ALB ALBEMARLE CORP 0.1%
Value ($000) $526 Shares 2,250 Est. Cost $83.00 Unrealized +182.9%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $520 Shares 2,010 Est. Cost $65.28 Unrealized +236.7%
PNW PINNACLE WEST CAPITAL 0.1%
Value ($000) $503 Shares 7,132 Est. Cost $63.02 Unrealized -11.4%
SPYG SPDR PORTFILIO S&P 500 GROWTH 0.1%
Value ($000) $501 Shares 6,910 Est. Cost $57.86 Unrealized
SUN SUNOCO LP COM 0.1%
Value ($000) $490 Shares 12,000 Est. Cost $28.75 Unrealized
LIFE STORAGE INC 0.1%
Value ($000) $490 Shares 3,202 Est. Cost $93.58 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $448 Shares 2,102 Est. Cost $182.87 Unrealized +11.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $442 Shares 8,650 Est. Cost $48.74 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $438 Shares 5,825 Est. Cost $55.38 Unrealized +17.6%
KO COCA COLA COMPANY 0.1%
Value ($000) $434 Shares 7,328 Est. Cost $38.41 Unrealized +28.0%
CI CIGNA CORP 0.1%
Value ($000) $431 Shares 1,879 Est. Cost $190.77 Unrealized +3.4%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.1%
Value ($000) $410 Shares 9,875 Est. Cost $43.68 Unrealized
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $409 Shares 4,326 Est. Cost $21.67 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $396 Shares 7,971 Est. Cost $45.91 Unrealized
CSW CSW INDUSTRIALS INC 0.1%
Value ($000) $388 Shares 3,212 Est. Cost $60.37 Unrealized +111.8%
WMB WILLIAMS COMPANIES 0.1%
Value ($000) $369 Shares 14,164 Est. Cost $20.72 Unrealized +9.8%
SPYV SPDR PORTFILIO S&P 500 VALUE 0.1%
Value ($000) $367 Shares 8,748 Est. Cost $35.84 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.1%
Value ($000) $355 Shares 6,797 Est. Cost $55.29 Unrealized
ATRION CORP 0.1%
Value ($000) $352 Shares 500 Est. Cost $642.00 Unrealized
NUVEEN AMT FREE MUN INCOME FD 0.1%
Value ($000) $343 Shares 22,000 Est. Cost $13.32 Unrealized
MET METLIFE INC 0.1%
Value ($000) $339 Shares 5,426 Est. Cost $30.31 Unrealized +82.7%
BALL BALL CORP 0.1%
Value ($000) $337 Shares 3,500 Est. Cost $86.77 Unrealized +0.7%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $335 Shares 6,501 Est. Cost $33.44 Unrealized +33.4%
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $335 Shares 6,400 Est. Cost $27.21 Unrealized +47.4%
TSLA TESLA MTRS INC 0.1%
Value ($000) $335 Shares 317 Est. Cost $175.74 Unrealized +90.8%
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $333 Shares 7,191 Est. Cost $40.32 Unrealized 0.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $330 Shares 9,042 Est. Cost $35.62 Unrealized
KHC THE KRAFT HEINZ CO 0.1%
Value ($000) $324 Shares 9,016 Est. Cost $48.67 Unrealized -39.4%
SONO SONOS INC 0.0%
Value ($000) $305 Shares 10,250 Est. Cost $10.62 Unrealized +199.3%
XLV SPDR HEALTH CARE SELECT SECTOR TR 0.0%
Value ($000) $304 Shares 2,160 Est. Cost $100.00 Unrealized
TD TORONTO DOMINION BK 0.0%
Value ($000) $303 Shares 3,956 Est. Cost $47.30 Unrealized +54.1%
EEM ISHARES TR MSCI EMERGING MKTS INDEX FD 0.0%
Value ($000) $282 Shares 5,771 Est. Cost $43.93 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 0.0%
Value ($000) $277 Shares 5,605 Est. Cost $52.05 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $271 Shares 10,182 Est. Cost $35.21 Unrealized
DOW DOW INC 0.0%
Value ($000) $268 Shares 4,730 Est. Cost $34.72 Unrealized +29.8%
ROYAL DUTCH SHELL SPON ADR 0.0%
Value ($000) $266 Shares 6,130 Est. Cost $57.72 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $258 Shares 3,670 Est. Cost $39.39 Unrealized +51.9%
PCEF INVESCO EX TR FD TR II CEF INCOME COM 0.0%
Value ($000) $249 Shares 10,304 Est. Cost $24.17 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $242 Shares 2,972 Est. Cost $58.93 Unrealized +18.2%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $240 Shares 2,851 Est. Cost $56.91 Unrealized +34.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $239 Shares 1,675 Est. Cost $89.95 Unrealized +28.1%
HSY THE HERSHEY CO 0.0%
Value ($000) $225 Shares 1,164 Est. Cost $163.59 Unrealized 0.0%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $223 Shares 2,613 Est. Cost $70.92 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $215 Shares 2,521 Est. Cost $68.08 Unrealized 0.0%
UPS UNTIED PARCEL SERVICE INC 0.0%
Value ($000) $214 Shares 1,000 Est. Cost $168.57 Unrealized 0.0%
BXMT BLACKROCK MORTGAGE TRUST INC 0.0%
Value ($000) $213 Shares 6,950 Est. Cost $30.65 Unrealized
LUMEN TECHNOLOGIES 0.0%
Value ($000) $188 Shares 15,000 Est. Cost $9.73 Unrealized
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FD 0.0%
Value ($000) $188 Shares 10,500 Est. Cost $15.14 Unrealized
NUVEEN MUNICIPAL CR INCOME FD 0.0%
Value ($000) $180 Shares 10,500 Est. Cost $13.43 Unrealized
NUVEEN MUN HIGH INCOME OPP FD 0.0%
Value ($000) $174 Shares 11,500 Est. Cost $12.65 Unrealized
ANNALY CAPITAL MANAGEMENT 0.0%
Value ($000) $174 Shares 22,200 Est. Cost $8.41 Unrealized
MFIC APOLLO INVESTMENT GROUP 0.0%
Value ($000) $160 Shares 12,500 Est. Cost $5.28 Unrealized +50.5%
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $150 Shares 10,000 Est. Cost $15.00 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $148 Shares 13,800 Est. Cost $10.06 Unrealized
ECC EAGLE POINT CREDIT CO LLC 0.0%
Value ($000) $147 Shares 10,500 Est. Cost $10.10 Unrealized
BERKSHIRE BANCORP INC DEL COM 0.0%
Value ($000) $118 Shares 10,816 Est. Cost $12.84 Unrealized
TWO HARBORS INVESTMENT CORP 0.0%
Value ($000) $89 Shares 15,350 Est. Cost $6.28 Unrealized
PLG PLATINUM GROUP METALS LTD 0.0%
Value ($000) $21 Shares 13,150 Est. Cost $2.28 Unrealized 0.0%
ATHERSYS INC 0.0%
Value ($000) $20 Shares 22,500 Est. Cost $2.13 Unrealized
G6 MATERIALS CORPORATION 0.0%
Value ($000) $1 Shares 16,900 Est. Cost $0.12 Unrealized
CECBF SALTBAE CAPITAL CORP 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.03 Unrealized -89.2%
ASPR ADSOUTH PARTNERS INC (NV) 0.0%
Value ($000) $0 Shares 10,001 Est. Cost $0.00 Unrealized +325.7%