Pekin Hardy Strauss, Inc. Diversified Active

CIK: 0001020317 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 12, 2021

Total Value ($000): $718,349 (97.7% shares, 2.3% debt)

Holdings (325)

PHYS SPROTT PHYSICAL GOLD TR 7.5%
Value ($000) $53,853 Shares 3,838,399 Est. Cost $11.60 Unrealized
GOOGL ALPHABET INC 2.4%
Value ($000) $17,044 Shares 6,980 Est. Cost $48.97 Unrealized +136.7%
AAPL APPLE INC 2.2%
Value ($000) $15,538 Shares 113,450 Est. Cost $88.46 Unrealized +42.9%
SK TELECOM LTD 2.0%
Value ($000) $14,680 Shares 467,371 Est. Cost $20.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $14,545 Shares 52,335 Est. Cost $147.22 Unrealized +89.8%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $14,072 Shares 223,083 Est. Cost $41.07 Unrealized +21.8%
CF CF INDS HLDGS INC 1.7%
Value ($000) $12,318 Shares 239,415 Est. Cost $28.06 Unrealized +64.0%
HRTX HERON THERAPEUTICS INC 1.7%
Value ($000) $12,054 Shares 776,700 Est. Cost $19.41 Unrealized -18.0%
GOOG ALPHABET INC 1.6%
Value ($000) $11,374 Shares 4,538 Est. Cost $36.85 Unrealized +221.0%
MOS MOSAIC CO NEW 1.5%
Value ($000) $10,968 Shares 343,713 Est. Cost $26.17 Unrealized +17.0%
SFM SPROUTS FMRS MKT INC 1.5%
Value ($000) $10,648 Shares 428,478 Est. Cost $21.10 Unrealized +26.5%
IVOL KRANESHARES TR 1.4%
Value ($000) $10,373 Shares 375,570 Est. Cost $28.06 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $9,735 Shares 35,934 Est. Cost $48.62 Unrealized +403.4%
HLF HERBALIFE NUTRITION LTD 1.3%
Value ($000) $9,439 Shares 179,011 Est. Cost $49.73 Unrealized 0.0%
META FACEBOOK INC 1.3%
Value ($000) $9,231 Shares 26,547 Est. Cost $264.70 Unrealized +20.4%
AER AERCAP HOLDINGS NV 1.3%
Value ($000) $9,193 Shares 179,524 Est. Cost $35.76 Unrealized +58.9%
OUNZ VANECK MERK GOLD TR 1.3%
Value ($000) $9,056 Shares 525,920 Est. Cost $17.15 Unrealized
SONY SONY GROUP CORPORATION 1.3%
Value ($000) $8,989 Shares 92,458 Est. Cost $60.66 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $8,882 Shares 2,582 Est. Cost $65.01 Unrealized +155.6%
ARDX ARDELYX INC 1.2%
Value ($000) $8,664 Shares 1,142,963 Est. Cost $3.84 Unrealized +92.4%
SPIRIT AIRLS INC 1.1%
Value ($000) $8,108 Shares 3,126,000 Est. Cost $1.50 Unrealized
ITRN ITURAN LOCATION AND CONTROL 1.0%
Value ($000) $7,282 Shares 267,334 Est. Cost $20.61 Unrealized +15.4%
ALL ALLSTATE CORP 1.0%
Value ($000) $7,226 Shares 55,397 Est. Cost $110.11 Unrealized +4.7%
COHERENT INC 1.0%
Value ($000) $7,152 Shares 27,055 Est. Cost $112.26 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $6,947 Shares 123,991 Est. Cost $27.92 Unrealized +55.5%
SU SUNCOR ENERGY INC NEW 0.9%
Value ($000) $6,789 Shares 283,242 Est. Cost $18.63 Unrealized +2.5%
NWL NEWELL BRANDS INC 0.9%
Value ($000) $6,627 Shares 241,247 Est. Cost $16.14 Unrealized +39.0%
ELV ANTHEM INC 0.8%
Value ($000) $5,882 Shares 15,405 Est. Cost $300.80 Unrealized +19.2%
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $5,506 Shares 121,581 Est. Cost $25.45 Unrealized +57.1%
SPG SIMON PPTY GROUP INC NEW 0.8%
Value ($000) $5,504 Shares 42,186 Est. Cost $59.54 Unrealized +61.7%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $5,397 Shares 32,760 Est. Cost $62.43 Unrealized +132.1%
DBI DESIGNER BRANDS INC 0.7%
Value ($000) $5,355 Shares 323,570 Est. Cost $11.22 Unrealized +40.3%
CEF SPROTT PHYSICAL GOLD & SILVE 0.7%
Value ($000) $5,345 Shares 286,142 Est. Cost $15.27 Unrealized
PFIX SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value ($000) $5,210 Shares 125,815 Est. Cost $41.41 Unrealized
EVR EVERCORE INC 0.7%
Value ($000) $5,168 Shares 36,709 Est. Cost $59.03 Unrealized +116.8%
EXC EXELON CORP 0.7%
Value ($000) $5,076 Shares 114,556 Est. Cost $16.68 Unrealized +64.0%
CREDIT SUISSE GROUP 0.7%
Value ($000) $4,976 Shares 474,330 Est. Cost $10.49 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $4,877 Shares 62,708 Est. Cost $33.95 Unrealized +88.9%
CCJ CAMECO CORP 0.7%
Value ($000) $4,821 Shares 251,349 Est. Cost $12.12 Unrealized +53.8%
NVS NOVARTIS AG 0.7%
Value ($000) $4,734 Shares 51,889 Est. Cost $71.24 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $4,691 Shares 31,657 Est. Cost $53.03 Unrealized +137.9%
KRBN KRANESHARES TR 0.6%
Value ($000) $4,590 Shares 124,100 Est. Cost $36.99 Unrealized
INFL LISTED FD TR 0.6%
Value ($000) $4,504 Shares 149,870 Est. Cost $27.28 Unrealized
IAU ISHARES GOLD TR 0.6%
Value ($000) $4,476 Shares 132,766 Est. Cost $33.71 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $4,448 Shares 39,485 Est. Cost $43.05 Unrealized +120.1%
89BIO INC 0.6%
Value ($000) $4,291 Shares 229,457 Est. Cost $22.68 Unrealized
TEMPLETON GLOBAL INCOME FD 0.6%
Value ($000) $4,272 Shares 762,928 Est. Cost $6.37 Unrealized
FNDE SCHWAB STRATEGIC TR 0.6%
Value ($000) $4,084 Shares 126,645 Est. Cost $27.65 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.5%
Value ($000) $3,902 Shares 420,475 Est. Cost $8.58 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $3,872 Shares 147,212 Est. Cost $25.01 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,831 Shares 24,629 Est. Cost $78.12 Unrealized +78.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $3,810 Shares 36,377 Est. Cost $69.62 Unrealized +25.1%
GDX VANECK VECTORS ETF TR 0.5%
Value ($000) $3,721 Shares 109,503 Est. Cost $31.91 Unrealized
V VISA INC 0.5%
Value ($000) $3,597 Shares 15,382 Est. Cost $91.01 Unrealized +142.8%
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $3,537 Shares 67,479 Est. Cost $50.76 Unrealized
CBON VANECK VECTORS ETF TR 0.5%
Value ($000) $3,480 Shares 144,461 Est. Cost $23.95 Unrealized
LOPE GRAND CANYON ED INC 0.5%
Value ($000) $3,326 Shares 36,966 Est. Cost $88.98 Unrealized +11.1%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $3,220 Shares 48,187 Est. Cost $36.87 Unrealized +46.2%
WMT WALMART INC 0.4%
Value ($000) $3,204 Shares 22,720 Est. Cost $21.49 Unrealized +103.9%
LITE LUMENTUM HLDGS INC 0.4%
Value ($000) $3,184 Shares 38,820 Est. Cost $84.07 Unrealized 0.0%
AGNC AGNC INVT CORP 0.4%
Value ($000) $3,114 Shares 184,343 Est. Cost $15.69 Unrealized
EWY ISHARES INC 0.4%
Value ($000) $3,097 Shares 33,242 Est. Cost $87.95 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $3,077 Shares 78,218 Est. Cost $38.49 Unrealized
FNV FRANCO NEV CORP 0.4%
Value ($000) $3,026 Shares 20,861 Est. Cost $121.96 Unrealized +13.7%
EOG EOG RES INC 0.4%
Value ($000) $2,955 Shares 35,409 Est. Cost $38.83 Unrealized +61.8%
AMLP ALPS ETF TR 0.4%
Value ($000) $2,951 Shares 81,053 Est. Cost $27.06 Unrealized
SIL GLOBAL X FDS 0.4%
Value ($000) $2,946 Shares 68,984 Est. Cost $41.41 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $2,885 Shares 24,010 Est. Cost $53.50 Unrealized
EQR EQUITY RESIDENTIAL 0.4%
Value ($000) $2,842 Shares 36,905 Est. Cost $47.93 Unrealized +31.6%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $2,840 Shares 52,295 Est. Cost $42.88 Unrealized
CNI CANADIAN NATL RY CO 0.4%
Value ($000) $2,823 Shares 26,749 Est. Cost $41.41 Unrealized +143.7%
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,822 Shares 52,380 Est. Cost $40.76 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $2,817 Shares 28,427 Est. Cost $57.67 Unrealized +32.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $2,817 Shares 33,021 Est. Cost $59.61 Unrealized +27.0%
PFE PFIZER INC 0.4%
Value ($000) $2,797 Shares 71,422 Est. Cost $21.80 Unrealized +42.2%
TPICQ TPI COMPOSITES INC 0.4%
Value ($000) $2,791 Shares 57,650 Est. Cost $19.56 Unrealized +151.2%
CIBR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $2,720 Shares 58,161 Est. Cost $30.06 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $2,681 Shares 56,222 Est. Cost $28.63 Unrealized +18.6%
LUMENTUM HLDGS INC 0.4%
Value ($000) $2,550 Shares 1,750,000 Est. Cost $1.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,546 Shares 6,729 Est. Cost $300.80 Unrealized +12.5%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,504 Shares 22,397 Est. Cost $47.87 Unrealized +112.4%
HERBALIFE LTD 0.3%
Value ($000) $2,448 Shares 2,250,000 Est. Cost $1.09 Unrealized
SCORPIO TANKERS INC 0.3%
Value ($000) $2,434 Shares 2,440,000 Est. Cost $0.85 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $2,364 Shares 10,233 Est. Cost $108.66 Unrealized +92.6%
JAPAN SMALLER CAPITALIZATION 0.3%
Value ($000) $2,343 Shares 259,735 Est. Cost $8.96 Unrealized
BP BP PLC 0.3%
Value ($000) $2,289 Shares 86,652 Est. Cost $37.99 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $2,279 Shares 44,488 Est. Cost $20.89 Unrealized +109.9%
CME CME GROUP INC 0.3%
Value ($000) $2,205 Shares 10,367 Est. Cost $39.89 Unrealized +340.2%
NTR NUTRIEN LTD 0.3%
Value ($000) $2,191 Shares 36,119 Est. Cost $38.69 Unrealized +32.7%
AON AON PLC 0.3%
Value ($000) $2,165 Shares 9,068 Est. Cost $178.56 Unrealized +32.3%
ETN EATON CORP PLC 0.3%
Value ($000) $2,119 Shares 14,301 Est. Cost $44.87 Unrealized +198.4%
EWT ISHARES INC 0.3%
Value ($000) $2,101 Shares 32,850 Est. Cost $61.70 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,081 Shares 9,338 Est. Cost $108.70 Unrealized
SLRC SLR INVESTMENT CORP 0.3%
Value ($000) $2,080 Shares 111,565 Est. Cost $9.30 Unrealized +24.7%
SLV ISHARES SILVER TR 0.3%
Value ($000) $2,051 Shares 84,700 Est. Cost $21.98 Unrealized
CNC CENTENE CORP DEL 0.3%
Value ($000) $2,019 Shares 27,688 Est. Cost $63.82 Unrealized +7.3%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $2,001 Shares 12,927 Est. Cost $116.22 Unrealized
SGDM SPROTT ETF TRUST 0.3%
Value ($000) $1,938 Shares 68,515 Est. Cost $26.97 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,873 Shares 16,152 Est. Cost $29.50 Unrealized +263.7%
ANNALY CAPITAL MANAGEMENT IN 0.2%
Value ($000) $1,792 Shares 201,789 Est. Cost $9.73 Unrealized
ETF MANAGERS TR 0.2%
Value ($000) $1,789 Shares 25,395 Est. Cost $50.02 Unrealized
SGOL ABERDEEN STD GOLD ETF TR 0.2%
Value ($000) $1,753 Shares 103,180 Est. Cost $23.31 Unrealized
EWJ ISHARES INC 0.2%
Value ($000) $1,688 Shares 24,995 Est. Cost $67.75 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $1,656 Shares 10,000 Est. Cost $163.16 Unrealized
ETF MANAGERS TR 0.2%
Value ($000) $1,638 Shares 107,757 Est. Cost $14.16 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,638 Shares 5,621 Est. Cost $118.34 Unrealized +122.7%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,604 Shares 43,215 Est. Cost $19.90 Unrealized +83.6%
FDX FEDEX CORP 0.2%
Value ($000) $1,602 Shares 5,371 Est. Cost $152.93 Unrealized +76.7%
GUNR FLEXSHARES TR 0.2%
Value ($000) $1,578 Shares 41,217 Est. Cost $37.48 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $1,578 Shares 3,956 Est. Cost $291.95 Unrealized
BX BLACKSTONE GROUP INC 0.2%
Value ($000) $1,559 Shares 16,045 Est. Cost $51.56 Unrealized +47.9%
BLACKROCK INC 0.2%
Value ($000) $1,556 Shares 1,778 Est. Cost $573.16 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $1,553 Shares 79,275 Est. Cost $7.34 Unrealized +70.5%
BETZ LISTED FD TR 0.2%
Value ($000) $1,541 Shares 50,785 Est. Cost $24.52 Unrealized
EUFN ISHARES TR 0.2%
Value ($000) $1,527 Shares 78,100 Est. Cost $19.50 Unrealized
BXMT BLACKSTONE MTG TR INC 0.2%
Value ($000) $1,516 Shares 47,552 Est. Cost $32.11 Unrealized
KBA KRANESHARES TR 0.2%
Value ($000) $1,494 Shares 31,225 Est. Cost $41.32 Unrealized
EWU ISHARES TR 0.2%
Value ($000) $1,493 Shares 45,645 Est. Cost $31.30 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,479 Shares 17,725 Est. Cost $50.58 Unrealized +39.3%
ETF MANAGERS TR 0.2%
Value ($000) $1,479 Shares 71,870 Est. Cost $20.98 Unrealized
ASA GOLD AND PRECIOUS MTLS L 0.2%
Value ($000) $1,474 Shares 68,325 Est. Cost $21.84 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,459 Shares 3,409 Est. Cost $275.34 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,446 Shares 16,675 Est. Cost $68.68 Unrealized +18.4%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,430 Shares 13,647 Est. Cost $94.43 Unrealized
INDA ISHARES TR 0.2%
Value ($000) $1,426 Shares 32,230 Est. Cost $42.17 Unrealized
TECK TECK RESOURCES LTD 0.2%
Value ($000) $1,422 Shares 61,735 Est. Cost $20.69 Unrealized +9.9%
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $1,414 Shares 91,707 Est. Cost $8.41 Unrealized +14.7%
KO COCA COLA CO 0.2%
Value ($000) $1,392 Shares 25,726 Est. Cost $36.05 Unrealized +31.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $1,358 Shares 2,565 Est. Cost $49.49 Unrealized +907.1%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,337 Shares 16,243 Est. Cost $74.90 Unrealized
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $1,333 Shares 33,905 Est. Cost $38.69 Unrealized
GDXJ VANECK VECTORS ETF TR 0.2%
Value ($000) $1,318 Shares 28,200 Est. Cost $47.21 Unrealized
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $1,318 Shares 28,740 Est. Cost $26.57 Unrealized +46.0%
DFJ WISDOMTREE TR 0.2%
Value ($000) $1,303 Shares 17,652 Est. Cost $73.82 Unrealized
XME SPDR SER TR 0.2%
Value ($000) $1,292 Shares 29,995 Est. Cost $40.80 Unrealized
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $1,289 Shares 21,322 Est. Cost $46.66 Unrealized +27.2%
USCI UNITED STS COMMODITY INDEX F 0.2%
Value ($000) $1,281 Shares 31,725 Est. Cost $35.96 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $1,279 Shares 24,825 Est. Cost $40.37 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $1,274 Shares 9,949 Est. Cost $121.49 Unrealized
BUNGE LIMITED 0.2%
Value ($000) $1,264 Shares 16,180 Est. Cost $67.91 Unrealized
PAAS PAN AMERN SILVER CORP 0.2%
Value ($000) $1,255 Shares 43,911 Est. Cost $23.20 Unrealized +38.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,245 Shares 21,826 Est. Cost $36.18 Unrealized +35.6%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,162 Shares 48,149 Est. Cost $28.94 Unrealized
GNK GENCO SHIPPING & TRADING LTD 0.2%
Value ($000) $1,160 Shares 61,450 Est. Cost $13.25 Unrealized +16.6%
EATON VANCE LTD DURATION INC 0.2%
Value ($000) $1,159 Shares 87,375 Est. Cost $13.26 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,159 Shares 14,018 Est. Cost $81.50 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,144 Shares 5,202 Est. Cost $76.98 Unrealized +160.3%
USB US BANCORP DEL 0.2%
Value ($000) $1,103 Shares 19,357 Est. Cost $29.72 Unrealized +60.6%
SPPP SPROTT PHYSICAL PLAT PALLAD 0.2%
Value ($000) $1,092 Shares 58,035 Est. Cost $18.94 Unrealized
PSA PUBLIC STORAGE 0.2%
Value ($000) $1,090 Shares 3,626 Est. Cost $196.84 Unrealized +16.1%
WESTERN AST INFL LKD OPP & I 0.2%
Value ($000) $1,089 Shares 83,050 Est. Cost $12.72 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $1,050 Shares 16,561 Est. Cost $39.56 Unrealized +46.4%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $1,047 Shares 22,360 Est. Cost $46.82 Unrealized
EWZ ISHARES INC 0.1%
Value ($000) $1,035 Shares 25,530 Est. Cost $37.56 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,026 Shares 7,601 Est. Cost $55.96 Unrealized +115.7%
CTRA CABOT OIL & GAS CORP 0.1%
Value ($000) $1,025 Shares 58,712 Est. Cost $14.18 Unrealized -6.5%
NKE NIKE INC 0.1%
Value ($000) $1,015 Shares 6,571 Est. Cost $56.85 Unrealized +121.0%
HD HOME DEPOT INC 0.1%
Value ($000) $999 Shares 3,133 Est. Cost $106.81 Unrealized +165.7%
ENB ENBRIDGE INC 0.1%
Value ($000) $989 Shares 24,685 Est. Cost $21.84 Unrealized +31.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $989 Shares 10,274 Est. Cost $39.71 Unrealized +115.4%
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value ($000) $989 Shares 4,300 Est. Cost $100.14 Unrealized +133.5%
BARRICK GOLD CORP 0.1%
Value ($000) $972 Shares 47,019 Est. Cost $24.74 Unrealized
KIRKLAND LAKE GOLD LTD 0.1%
Value ($000) $959 Shares 24,859 Est. Cost $41.41 Unrealized
SPIRIT AIRLS INC 0.1%
Value ($000) $946 Shares 31,085 Est. Cost $30.08 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $909 Shares 6,485 Est. Cost $108.22 Unrealized +18.8%
DEO DIAGEO PLC 0.1%
Value ($000) $898 Shares 4,683 Est. Cost $122.93 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $896 Shares 5,475 Est. Cost $152.85 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $890 Shares 3,925 Est. Cost $188.33 Unrealized
SNY SANOFI 0.1%
Value ($000) $886 Shares 16,834 Est. Cost $40.58 Unrealized
SE SEA LTD 0.1%
Value ($000) $876 Shares 3,190 Est. Cost $223.21 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $870 Shares 5,356 Est. Cost $158.75 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $864 Shares 1,300 Est. Cost $49.62 Unrealized +19.2%
TEMPLETON EMERGING MKTS INCO 0.1%
Value ($000) $860 Shares 107,875 Est. Cost $7.66 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $859 Shares 6,923 Est. Cost $69.66 Unrealized +57.2%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $856 Shares 8,414 Est. Cost $90.55 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $842 Shares 12,025 Est. Cost $55.56 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $814 Shares 9,618 Est. Cost $29.64 Unrealized +145.4%
AAXJ ISHARES TR 0.1%
Value ($000) $805 Shares 8,522 Est. Cost $92.70 Unrealized
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $804 Shares 105,075 Est. Cost $6.81 Unrealized +20.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $788 Shares 5,378 Est. Cost $107.01 Unrealized +6.0%
IGSB ISHARES TR 0.1%
Value ($000) $778 Shares 14,200 Est. Cost $65.68 Unrealized
MSOS ADVISORSHARES TR 0.1%
Value ($000) $773 Shares 19,315 Est. Cost $38.61 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $765 Shares 4,814 Est. Cost $101.12 Unrealized +53.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $760 Shares 3,826 Est. Cost $48.60 Unrealized +262.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $751 Shares 10,247 Est. Cost $53.36 Unrealized +24.7%
SILC SILICOM LTD 0.1%
Value ($000) $717 Shares 16,276 Est. Cost $38.62 Unrealized +11.9%
T AT&T INC 0.1%
Value ($000) $711 Shares 24,713 Est. Cost $12.26 Unrealized +38.6%
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $710 Shares 72,755 Est. Cost $9.76 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $707 Shares 5,960 Est. Cost $106.58 Unrealized +1.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $704 Shares 4,258 Est. Cost $94.69 Unrealized +56.2%
GVAL CAMBRIA ETF TR 0.1%
Value ($000) $686 Shares 29,917 Est. Cost $24.63 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $683 Shares 5,735 Est. Cost $42.98 Unrealized +140.7%
BAX BAXTER INTL INC 0.1%
Value ($000) $662 Shares 8,227 Est. Cost $34.14 Unrealized +121.7%
IWM ISHARES TR 0.1%
Value ($000) $647 Shares 2,820 Est. Cost $207.15 Unrealized
ARKF ARK ETF TR 0.1%
Value ($000) $645 Shares 11,920 Est. Cost $37.86 Unrealized
PUTNAM PREMIER INCOME TR 0.1%
Value ($000) $641 Shares 137,635 Est. Cost $4.74 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $640 Shares 15,520 Est. Cost $18.11 Unrealized +101.9%
MS MORGAN STANLEY 0.1%
Value ($000) $640 Shares 6,983 Est. Cost $42.57 Unrealized +73.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $626 Shares 17,060 Est. Cost $34.06 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $613 Shares 8,905 Est. Cost $56.00 Unrealized -0.2%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $609 Shares 12,445 Est. Cost $65.82 Unrealized
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $598 Shares 3,061 Est. Cost $124.29 Unrealized +57.1%
PUTNAM MASTER INTER INCOME T 0.1%
Value ($000) $591 Shares 140,940 Est. Cost $4.19 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $582 Shares 3,350 Est. Cost $132.22 Unrealized
XOP SPDR SER TR 0.1%
Value ($000) $580 Shares 6,000 Est. Cost $96.67 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $577 Shares 7,230 Est. Cost $79.45 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $561 Shares 3,925 Est. Cost $93.35 Unrealized +30.9%
MAG SILVER CORP 0.1%
Value ($000) $557 Shares 26,625 Est. Cost $20.57 Unrealized
COPX GLOBAL X FDS 0.1%
Value ($000) $546 Shares 14,710 Est. Cost $35.55 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $543 Shares 1,195 Est. Cost $404.17 Unrealized
DRAFTKINGS INC 0.1%
Value ($000) $527 Shares 10,110 Est. Cost $43.28 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $520 Shares 650 Est. Cost $12.28 Unrealized +30.2%
FIREEYE INC 0.1%
Value ($000) $520 Shares 525,000 Est. Cost $0.94 Unrealized
FLRN SPDR SER TR 0.1%
Value ($000) $508 Shares 16,570 Est. Cost $29.44 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $502 Shares 8,236 Est. Cost $38.95 Unrealized +21.1%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $502 Shares 23,300 Est. Cost $17.28 Unrealized +14.0%
NET CLOUDFLARE INC 0.1%
Value ($000) $495 Shares 4,680 Est. Cost $82.78 Unrealized 0.0%
IEX IDEX CORP 0.1%
Value ($000) $495 Shares 2,250 Est. Cost $86.65 Unrealized +140.7%
XYZ SQUARE INC 0.1%
Value ($000) $488 Shares 2,000 Est. Cost $195.99 Unrealized +18.3%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $487 Shares 7,685 Est. Cost $50.38 Unrealized
MORN MORNINGSTAR INC 0.1%
Value ($000) $486 Shares 1,890 Est. Cost $75.04 Unrealized +223.3%
WESTERN ASST INFLTN LKD INM 0.1%
Value ($000) $485 Shares 34,675 Est. Cost $13.61 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $472 Shares 2,505 Est. Cost $135.52 Unrealized +26.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $470 Shares 8,932 Est. Cost $77.01 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $462 Shares 4,860 Est. Cost $91.88 Unrealized
REMX VANECK VECTORS ETF TR 0.1%
Value ($000) $453 Shares 5,330 Est. Cost $66.08 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $447 Shares 1,040 Est. Cost $176.39 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $446 Shares 686 Est. Cost $650.15 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $435 Shares 3,163 Est. Cost $103.82 Unrealized
AIA ISHARES TR 0.1%
Value ($000) $428 Shares 4,675 Est. Cost $91.55 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $419 Shares 14,590 Est. Cost $22.82 Unrealized
PRETIUM RES INC 0.1%
Value ($000) $419 Shares 43,800 Est. Cost $12.77 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $419 Shares 1 Est. Cost $199512.94 Unrealized +110.7%
LIT GLOBAL X FDS 0.1%
Value ($000) $406 Shares 5,605 Est. Cost $58.41 Unrealized
INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $404 Shares 50,355 Est. Cost $6.32 Unrealized
MORGAN STANLEY EMKT DBT FD I 0.1%
Value ($000) $397 Shares 42,435 Est. Cost $9.36 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $392 Shares 1,131 Est. Cost $205.77 Unrealized +47.2%
AL AIR LEASE CORP 0.1%
Value ($000) $386 Shares 9,242 Est. Cost $30.99 Unrealized +37.7%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $379 Shares 1,095 Est. Cost $244.35 Unrealized +34.2%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $375 Shares 520 Est. Cost $319.79 Unrealized +110.5%
ALLIANCEBERNSTEIN GLOBAL HIG 0.1%
Value ($000) $373 Shares 29,803 Est. Cost $11.77 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $372 Shares 4,130 Est. Cost $70.34 Unrealized +14.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $371 Shares 1,875 Est. Cost $89.85 Unrealized +68.6%
MACQUARIE INFRASTRUCTURE COR 0.1%
Value ($000) $364 Shares 9,505 Est. Cost $42.83 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $350 Shares 3,520 Est. Cost $66.29 Unrealized +36.2%
SLV ISHARES SILVER TR 0.0%
Value ($000) $339 Shares 14,000 Est. Cost $21.98 Unrealized
ALC ALCON AG 0.0%
Value ($000) $336 Shares 4,789 Est. Cost $57.87 Unrealized +21.5%
ALTERYX INC 0.0%
Value ($000) $333 Shares 350,000 Est. Cost $0.95 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $328 Shares 800 Est. Cost $287.01 Unrealized +28.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $324 Shares 148 Est. Cost $1950.05 Unrealized +17.8%
EMBJ EMBRAER S.A. 0.0%
Value ($000) $324 Shares 21,425 Est. Cost $18.94 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $322 Shares 9,348 Est. Cost $21.45 Unrealized +42.4%
RYN RAYONIER INC 0.0%
Value ($000) $317 Shares 8,820 Est. Cost $30.83 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $314 Shares 1,285 Est. Cost $172.72 Unrealized +31.8%
TSLA TESLA INC 0.0%
Value ($000) $314 Shares 462 Est. Cost $185.57 Unrealized +17.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $307 Shares 1,374 Est. Cost $113.15 Unrealized +81.2%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $306 Shares 7,696 Est. Cost $36.37 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $303 Shares 1,055 Est. Cost $158.53 Unrealized
LINDE PLC 0.0%
Value ($000) $297 Shares 1,026 Est. Cost $218.41 Unrealized
HIGHLAND INCOME FD 0.0%
Value ($000) $296 Shares 27,096 Est. Cost $11.08 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $295 Shares 1,700 Est. Cost $117.53 Unrealized +28.2%
AGG ISHARES TR 0.0%
Value ($000) $295 Shares 2,562 Est. Cost $113.70 Unrealized
SILVERCREST METALS INC 0.0%
Value ($000) $294 Shares 33,500 Est. Cost $9.03 Unrealized
HDSN HUDSON TECHNOLOGIES INC 0.0%
Value ($000) $292 Shares 86,000 Est. Cost $4.06 Unrealized -40.6%
BA BOEING CO 0.0%
Value ($000) $284 Shares 1,185 Est. Cost $195.36 Unrealized +23.8%
FORTUNA SILVER MINES INC 0.0%
Value ($000) $278 Shares 50,125 Est. Cost $6.51 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $274 Shares 750 Est. Cost $277.40 Unrealized +30.6%
DBX DROPBOX INC 0.0%
Value ($000) $273 Shares 9,000 Est. Cost $27.32 Unrealized 0.0%
SCSC SCANSOURCE INC 0.0%
Value ($000) $271 Shares 9,620 Est. Cost $22.67 Unrealized +31.3%
EEM ISHARES TR 0.0%
Value ($000) $269 Shares 4,873 Est. Cost $44.99 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $266 Shares 5,240 Est. Cost $50.98 Unrealized
MOO VANECK VECTORS ETF TR 0.0%
Value ($000) $265 Shares 2,915 Est. Cost $87.76 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $264 Shares 894 Est. Cost $243.42 Unrealized +10.2%
ROKU ROKU INC 0.0%
Value ($000) $264 Shares 575 Est. Cost $353.72 Unrealized 0.0%
ICLN ISHARES TR 0.0%
Value ($000) $263 Shares 11,200 Est. Cost $21.94 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $261 Shares 2,100 Est. Cost $120.93 Unrealized -1.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $258 Shares 9,800 Est. Cost $18.08 Unrealized +27.9%
JD JD.COM INC 0.0%
Value ($000) $257 Shares 3,225 Est. Cost $79.70 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $254 Shares 2,020 Est. Cost $105.63 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $247 Shares 4,078 Est. Cost $42.82 Unrealized +30.2%
CMI CUMMINS INC 0.0%
Value ($000) $244 Shares 1,001 Est. Cost $174.85 Unrealized +30.6%
ZTS ZOETIS INC 0.0%
Value ($000) $241 Shares 1,295 Est. Cost $166.50 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $239 Shares 605 Est. Cost $316.67 Unrealized +13.4%
DRIV GLOBAL X FDS 0.0%
Value ($000) $238 Shares 8,400 Est. Cost $26.55 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $235 Shares 3,194 Est. Cost $35.36 Unrealized +77.3%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $233 Shares 129,000 Est. Cost $1.65 Unrealized +14.4%
LLY LILLY ELI & CO 0.0%
Value ($000) $230 Shares 1,002 Est. Cost $191.90 Unrealized 0.0%
HL HECLA MNG CO 0.0%
Value ($000) $228 Shares 30,625 Est. Cost $5.14 Unrealized +42.7%
BARCLAYS BANK PLC 0.0%
Value ($000) $226 Shares 7,674 Est. Cost $29.45 Unrealized
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $225 Shares 17,000 Est. Cost $13.01 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $219 Shares 11,124 Est. Cost $15.08 Unrealized +38.9%
XOP SPDR SER TR 0.0%
Value ($000) $218 Shares 2,255 Est. Cost $96.67 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $216 Shares 565 Est. Cost $84.94 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $216 Shares 3,650 Est. Cost $56.71 Unrealized 0.0%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $213 Shares 6,100 Est. Cost $33.11 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $211 Shares 537 Est. Cost $364.67 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $210 Shares 2,703 Est. Cost $60.02 Unrealized +18.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $209 Shares 725 Est. Cost $240.18 Unrealized +8.6%
KRE SPDR SER TR 0.0%
Value ($000) $207 Shares 3,160 Est. Cost $66.24 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $206 Shares 1,000 Est. Cost $167.49 Unrealized +10.0%
ALLIANCEBERNSTEIN NATL MUN I 0.0%
Value ($000) $205 Shares 13,500 Est. Cost $13.94 Unrealized
BLCN SIREN ETF TR 0.0%
Value ($000) $204 Shares 4,300 Est. Cost $47.44 Unrealized
JUPITER WELLNESS INC 0.0%
Value ($000) $202 Shares 45,031 Est. Cost $4.49 Unrealized
ECH ISHARES INC 0.0%
Value ($000) $201 Shares 6,935 Est. Cost $28.98 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $197 Shares 52,770 Est. Cost $3.77 Unrealized
DYAI DYADIC INTL INC DEL 0.0%
Value ($000) $192 Shares 53,350 Est. Cost $4.45 Unrealized -5.9%
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $183 Shares 13,500 Est. Cost $12.83 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $180 Shares 1,500 Est. Cost $53.50 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $172 Shares 24,943 Est. Cost $6.35 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $172 Shares 10,850 Est. Cost $16.47 Unrealized 0.0%
ASEA GLOBAL X FDS 0.0%
Value ($000) $163 Shares 11,355 Est. Cost $14.76 Unrealized
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $161 Shares 19,000 Est. Cost $7.92 Unrealized
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $156 Shares 29,456 Est. Cost $4.80 Unrealized
MRC GLOBAL INC 0.0%
Value ($000) $137 Shares 14,610 Est. Cost $9.38 Unrealized
CONTEXTLOGIC INC 0.0%
Value ($000) $132 Shares 10,000 Est. Cost $13.20 Unrealized
BARCLAYS BANK PLC 0.0%
Value ($000) $118 Shares 4,000 Est. Cost $29.45 Unrealized
BNY MELLON MUN INCOME INC 0.0%
Value ($000) $112 Shares 12,000 Est. Cost $8.46 Unrealized
NUVEEN DIVERSIFIED DIVID & I 0.0%
Value ($000) $109 Shares 10,500 Est. Cost $11.54 Unrealized
TWI TITAN INTL INC ILL 0.0%
Value ($000) $107 Shares 12,600 Est. Cost $7.64 Unrealized +27.6%
GAUCHO GROUP HLDGS INC 0.0%
Value ($000) $98 Shares 19,065 Est. Cost $3.51 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $53 Shares 10,006 Est. Cost $4.43 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $32 Shares 26,900 Est. Cost $1.20 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $31 Shares 190 Est. Cost $163.16 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $18.08 Unrealized +27.9%
GABELLI EQUITY TR INC 0.0%
Value ($000) $3 Shares 23,230 Est. Cost $0.13 Unrealized