C2C Wealth Management, LLC Diversified Active

CIK: 0001868903 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 22, 2022

Total Value ($000): $545,653 (100.0% shares, 0.0% debt)

Holdings (186)

KLAC KLA CORP 57.8%
Value ($000) $315,640 Shares 913,364 Est. Cost $369.50 Unrealized -12.4%
SO SOUTHERN CO 2.7%
Value ($000) $14,555 Shares 202,851 Est. Cost $54.72 Unrealized +17.5%
AAPL APPLE INC 2.7%
Value ($000) $14,486 Shares 95,931 Est. Cost $154.71 Unrealized -3.9%
MSFT MICROSOFT CORP 1.4%
Value ($000) $7,893 Shares 30,412 Est. Cost $313.41 Unrealized -15.9%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $6,550 Shares 45,291 Est. Cost $96.10 Unrealized +48.5%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $5,458 Shares 13,915 Est. Cost $474.94 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $5,382 Shares 13,649 Est. Cost $476.98 Unrealized
HSY HERSHEY CO 0.9%
Value ($000) $4,855 Shares 22,466 Est. Cost $163.59 Unrealized +21.5%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $4,601 Shares 35,156 Est. Cost $106.49 Unrealized +10.3%
COHEN & STEERS INFRASTRUCTUR 0.8%
Value ($000) $4,565 Shares 177,300 Est. Cost $28.32 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $4,333 Shares 98,406 Est. Cost $50.47 Unrealized -15.2%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $4,316 Shares 29,967 Est. Cost $134.13 Unrealized +2.4%
ABBV ABBVIE INC 0.8%
Value ($000) $4,201 Shares 28,058 Est. Cost $101.71 Unrealized +31.9%
IWM ISHARES TR 0.7%
Value ($000) $3,860 Shares 21,604 Est. Cost $222.47 Unrealized
LLY LILLY ELI & CO 0.7%
Value ($000) $3,756 Shares 11,515 Est. Cost $243.85 Unrealized +19.3%
INTC INTEL CORP 0.6%
Value ($000) $3,431 Shares 85,316 Est. Cost $47.29 Unrealized -14.1%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,218 Shares 23,819 Est. Cost $173.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $3,006 Shares 59,577 Est. Cost $40.45 Unrealized -0.9%
KO COCA COLA CO 0.5%
Value ($000) $2,923 Shares 46,740 Est. Cost $49.18 Unrealized +15.4%
AGG ISHARES TR 0.5%
Value ($000) $2,743 Shares 26,946 Est. Cost $114.08 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $2,741 Shares 11,571 Est. Cost $282.28 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $2,701 Shares 22,852 Est. Cost $127.21 Unrealized -1.6%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,624 Shares 15,285 Est. Cost $145.09 Unrealized +10.2%
EATON VANCE TAX-MANAGED DIVE 0.5%
Value ($000) $2,621 Shares 210,044 Est. Cost $14.69 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.5%
Value ($000) $2,604 Shares 63,054 Est. Cost $51.06 Unrealized
WMT WALMART INC 0.4%
Value ($000) $2,441 Shares 18,840 Est. Cost $45.18 Unrealized -2.5%
QCOM QUALCOMM INC 0.4%
Value ($000) $2,406 Shares 16,325 Est. Cost $149.12 Unrealized -16.2%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,360 Shares 20,601 Est. Cost $147.83 Unrealized -23.5%
PFE PFIZER INC 0.4%
Value ($000) $2,312 Shares 45,013 Est. Cost $40.23 Unrealized +4.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,280 Shares 8,040 Est. Cost $286.41 Unrealized +9.5%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $2,206 Shares 53,974 Est. Cost $49.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $2,200 Shares 30,085 Est. Cost $49.89 Unrealized +30.2%
MRNA MODERNA INC 0.4%
Value ($000) $1,962 Shares 11,741 Est. Cost $269.47 Unrealized -47.0%
PARAMOUNT GLOBAL 0.4%
Value ($000) $1,911 Shares 76,275 Est. Cost $30.40 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,858 Shares 6,195 Est. Cost $343.18 Unrealized -21.6%
IHI ISHARES TR 0.3%
Value ($000) $1,668 Shares 32,454 Est. Cost $65.87 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,643 Shares 65,001 Est. Cost $22.06 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,605 Shares 18,181 Est. Cost $53.90 Unrealized +47.6%
CLX CLOROX CO DEL 0.3%
Value ($000) $1,572 Shares 10,500 Est. Cost $145.62 Unrealized -13.1%
MRK MERCK & CO INC 0.3%
Value ($000) $1,544 Shares 16,718 Est. Cost $69.89 Unrealized +13.3%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,495 Shares 4,700 Est. Cost $350.02 Unrealized -19.0%
MMM 3M CO 0.3%
Value ($000) $1,492 Shares 11,290 Est. Cost $127.12 Unrealized -17.2%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,486 Shares 16,258 Est. Cost $76.31 Unrealized +11.9%
UNP UNION PAC CORP 0.3%
Value ($000) $1,448 Shares 6,676 Est. Cost $214.98 Unrealized -2.9%
IAT ISHARES TR 0.3%
Value ($000) $1,440 Shares 28,034 Est. Cost $61.77 Unrealized
IWV ISHARES TR 0.3%
Value ($000) $1,406 Shares 6,200 Est. Cost $277.58 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,376 Shares 3,525 Est. Cost $308.96 Unrealized +28.8%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,329 Shares 8,880 Est. Cost $204.44 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,321 Shares 17,749 Est. Cost $90.62 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $1,222 Shares 12,450 Est. Cost $110.68 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $1,211 Shares 24,997 Est. Cost $59.87 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $1,199 Shares 17,854 Est. Cost $85.26 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,195 Shares 8,083 Est. Cost $161.79 Unrealized -2.6%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,185 Shares 6,976 Est. Cost $26.61 Unrealized -29.2%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,168 Shares 11,728 Est. Cost $152.74 Unrealized -29.0%
WPC WP CAREY INC 0.2%
Value ($000) $1,155 Shares 13,838 Est. Cost $82.27 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,150 Shares 14,762 Est. Cost $95.13 Unrealized
ETF MANAGERS TR 0.2%
Value ($000) $1,141 Shares 24,020 Est. Cost $61.17 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,133 Shares 11,710 Est. Cost $80.49 Unrealized +6.7%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,117 Shares 34,253 Est. Cost $39.05 Unrealized
HYLB DBX ETF TR 0.2%
Value ($000) $1,078 Shares 31,048 Est. Cost $39.83 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,058 Shares 9,300 Est. Cost $116.85 Unrealized 0.0%
HPQ HP INC 0.2%
Value ($000) $1,048 Shares 31,916 Est. Cost $28.19 Unrealized +13.7%
TSLA TESLA INC 0.2%
Value ($000) $1,029 Shares 1,397 Est. Cost $334.09 Unrealized -18.3%
CLF CLEVELAND-CLIFFS INC NEW 0.2%
Value ($000) $990 Shares 60,195 Est. Cost $21.69 Unrealized +10.2%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $970 Shares 2,794 Est. Cost $456.21 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $940 Shares 48,100 Est. Cost $13.96 Unrealized -0.9%
PIMCO CORPORATE & INCOME OPP 0.2%
Value ($000) $921 Shares 73,632 Est. Cost $15.78 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $916 Shares 8,329 Est. Cost $118.69 Unrealized -10.6%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $908 Shares 9,704 Est. Cost $72.48 Unrealized +19.5%
SYK STRYKER CORPORATION 0.2%
Value ($000) $886 Shares 4,492 Est. Cost $251.12 Unrealized -10.0%
T AT&T INC 0.2%
Value ($000) $881 Shares 42,350 Est. Cost $14.67 Unrealized +11.2%
LITHIUM AMERS CORP NEW 0.2%
Value ($000) $850 Shares 38,500 Est. Cost $29.12 Unrealized
BIO BIO RAD LABS INC 0.2%
Value ($000) $845 Shares 1,725 Est. Cost $748.36 Unrealized -30.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $817 Shares 2,739 Est. Cost $341.73 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $807 Shares 13,136 Est. Cost $55.31 Unrealized +3.5%
GOOG ALPHABET INC 0.1%
Value ($000) $807 Shares 7,040 Est. Cost $118.72 Unrealized -1.2%
BA BOEING CO 0.1%
Value ($000) $799 Shares 5,116 Est. Cost $206.24 Unrealized -28.5%
USMV ISHARES TR 0.1%
Value ($000) $797 Shares 11,149 Est. Cost $80.89 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $780 Shares 3,869 Est. Cost $42.16 Unrealized -47.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $764 Shares 17,808 Est. Cost $44.41 Unrealized -10.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $758 Shares 3,359 Est. Cost $203.52 Unrealized +9.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $730 Shares 8,840 Est. Cost $101.55 Unrealized -30.7%
IVW ISHARES TR 0.1%
Value ($000) $712 Shares 11,152 Est. Cost $83.67 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $699 Shares 4,383 Est. Cost $170.97 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $684 Shares 54,357 Est. Cost $14.00 Unrealized -24.7%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $651 Shares 8,372 Est. Cost $171.04 Unrealized -49.4%
ICF ISHARES TR 0.1%
Value ($000) $649 Shares 10,500 Est. Cost $76.11 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $636 Shares 19,084 Est. Cost $41.02 Unrealized -20.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $623 Shares 7,037 Est. Cost $62.64 Unrealized +43.6%
PEP PEPSICO INC 0.1%
Value ($000) $604 Shares 3,553 Est. Cost $143.45 Unrealized +4.4%
IJR ISHARES TR 0.1%
Value ($000) $590 Shares 6,122 Est. Cost $114.09 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $579 Shares 11,958 Est. Cost $64.35 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $575 Shares 4,800 Est. Cost $147.48 Unrealized -21.6%
MPLX MPLX LP 0.1%
Value ($000) $566 Shares 18,421 Est. Cost $29.59 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $561 Shares 5,355 Est. Cost $118.87 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $553 Shares 5,243 Est. Cost $86.27 Unrealized +10.6%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $544 Shares 7,520 Est. Cost $56.84 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $535 Shares 6,267 Est. Cost $64.72 Unrealized +25.1%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $528 Shares 17,110 Est. Cost $29.31 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $526 Shares 4,907 Est. Cost $126.23 Unrealized -9.0%
IBB ISHARES TR 0.1%
Value ($000) $525 Shares 4,247 Est. Cost $152.60 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $516 Shares 2,937 Est. Cost $322.76 Unrealized -40.6%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $505 Shares 6,617 Est. Cost $81.21 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $488 Shares 3,466 Est. Cost $156.22 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $488 Shares 5,204 Est. Cost $79.32 Unrealized +11.6%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $474 Shares 27,326 Est. Cost $14.36 Unrealized
IYM ISHARES TR 0.1%
Value ($000) $472 Shares 4,000 Est. Cost $140.18 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $463 Shares 3,020 Est. Cost $214.19 Unrealized -20.5%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $462 Shares 11,919 Est. Cost $29.49 Unrealized +13.8%
LAM RESEARCH CORP 0.1%
Value ($000) $455 Shares 1,017 Est. Cost $686.31 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $448 Shares 5,681 Est. Cost $77.35 Unrealized -11.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $438 Shares 2,227 Est. Cost $241.58 Unrealized
MGRC MCGRATH RENTCORP 0.1%
Value ($000) $437 Shares 5,600 Est. Cost $77.17 Unrealized +5.6%
DIV GLOBAL X FDS 0.1%
Value ($000) $433 Shares 22,000 Est. Cost $20.82 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $432 Shares 10,052 Est. Cost $32.79 Unrealized +17.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $423 Shares 3,195 Est. Cost $115.26 Unrealized -0.4%
V VISA INC 0.1%
Value ($000) $422 Shares 1,977 Est. Cost $208.56 Unrealized -3.6%
IYF ISHARES TR 0.1%
Value ($000) $420 Shares 5,795 Est. Cost $86.63 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $419 Shares 7,184 Est. Cost $49.62 Unrealized +7.7%
ORCL ORACLE CORP 0.1%
Value ($000) $397 Shares 5,490 Est. Cost $87.82 Unrealized -20.5%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $395 Shares 2,580 Est. Cost $156.21 Unrealized -2.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $393 Shares 7,034 Est. Cost $62.13 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $389 Shares 5,500 Est. Cost $102.83 Unrealized -30.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $379 Shares 2,922 Est. Cost $140.54 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $377 Shares 11,280 Est. Cost $26.97 Unrealized +5.9%
GPC GENUINE PARTS CO 0.1%
Value ($000) $376 Shares 2,650 Est. Cost $118.01 Unrealized +2.0%
AMGN AMGEN INC 0.1%
Value ($000) $371 Shares 1,500 Est. Cost $185.15 Unrealized +18.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $363 Shares 698 Est. Cost $488.10 Unrealized -0.7%
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $362 Shares 20,141 Est. Cost $26.35 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $342 Shares 1,931 Est. Cost $185.07 Unrealized -10.1%
CRM SALESFORCE INC 0.1%
Value ($000) $340 Shares 1,954 Est. Cost $277.61 Unrealized -37.1%
IWD ISHARES TR 0.1%
Value ($000) $339 Shares 2,275 Est. Cost $167.91 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $336 Shares 11,800 Est. Cost $37.93 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $334 Shares 4,999 Est. Cost $61.56 Unrealized -22.7%
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $327 Shares 7,424 Est. Cost $33.14 Unrealized +18.2%
BUG GLOBAL X FDS 0.1%
Value ($000) $326 Shares 12,500 Est. Cost $31.79 Unrealized
LINDE PLC 0.1%
Value ($000) $318 Shares 1,113 Est. Cost $346.67 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $312 Shares 2,792 Est. Cost $139.87 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $309 Shares 3,968 Est. Cost $62.13 Unrealized +11.6%
GXO GXO LOGISTICS INCORPORATED 0.1%
Value ($000) $307 Shares 7,300 Est. Cost $74.73 Unrealized -25.9%
IWF ISHARES TR 0.1%
Value ($000) $298 Shares 1,290 Est. Cost $298.65 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $297 Shares 3,041 Est. Cost $107.53 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $294 Shares 578 Est. Cost $51.79 Unrealized +1.2%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $290 Shares 400 Est. Cost $1404.74 Unrealized -37.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $290 Shares 3,740 Est. Cost $70.92 Unrealized +1.3%
PFF ISHARES TR 0.1%
Value ($000) $282 Shares 8,415 Est. Cost $39.45 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $279 Shares 2,351 Est. Cost $118.67 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $275 Shares 26,368 Est. Cost $8.23 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $269 Shares 3,009 Est. Cost $106.08 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $267 Shares 3,300 Est. Cost $84.69 Unrealized -15.2%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $267 Shares 3,682 Est. Cost $72.84 Unrealized -6.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $265 Shares 496 Est. Cost $423.08 Unrealized +11.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $256 Shares 2,150 Est. Cost $151.43 Unrealized -20.8%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $254 Shares 1,100 Est. Cost $414.80 Unrealized -40.7%
CROX CROCS INC 0.0%
Value ($000) $254 Shares 4,382 Est. Cost $86.08 Unrealized -29.5%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $253 Shares 6,132 Est. Cost $38.36 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $247 Shares 2,500 Est. Cost $107.20 Unrealized -10.4%
C CITIGROUP INC 0.0%
Value ($000) $243 Shares 4,652 Est. Cost $57.07 Unrealized -23.3%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $241 Shares 669 Est. Cost $436.47 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $240 Shares 4,752 Est. Cost $53.87 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $235 Shares 691 Est. Cost $338.02 Unrealized -0.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $229 Shares 6,645 Est. Cost $56.36 Unrealized -35.8%
SOXX ISHARES TR 0.0%
Value ($000) $225 Shares 586 Est. Cost $438.57 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $223 Shares 900 Est. Cost $311.25 Unrealized -20.3%
SMH VANECK ETF TRUST 0.0%
Value ($000) $216 Shares 970 Est. Cost $308.55 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $215 Shares 3,750 Est. Cost $54.61 Unrealized 0.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $214 Shares 2,670 Est. Cost $96.63 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $214 Shares 3,400 Est. Cost $62.94 Unrealized
TRITON INTL LTD 0.0%
Value ($000) $214 Shares 3,751 Est. Cost $65.07 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $211 Shares 4,585 Est. Cost $82.82 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $211 Shares 4,444 Est. Cost $48.84 Unrealized -14.2%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $210 Shares 3,360 Est. Cost $76.29 Unrealized -12.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $209 Shares 1,165 Est. Cost $188.95 Unrealized +4.4%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $206 Shares 648 Est. Cost $363.77 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $205 Shares 5,946 Est. Cost $37.32 Unrealized -4.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $201 Shares 2,182 Est. Cost $75.59 Unrealized +11.2%
VOYA INFRASTRUCTURE INDLS & 0.0%
Value ($000) $189 Shares 19,232 Est. Cost $12.06 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $184 Shares 12,890 Est. Cost $18.55 Unrealized 0.0%
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $180 Shares 14,812 Est. Cost $15.62 Unrealized
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $120 Shares 11,526 Est. Cost $15.62 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $96 Shares 10,465 Est. Cost $12.23 Unrealized
AMARIN CORP PLC 0.0%
Value ($000) $29 Shares 22,336 Est. Cost $3.36 Unrealized
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $22 Shares 19,774 Est. Cost $5.21 Unrealized
NOVABAY PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 69,080 Est. Cost $0.34 Unrealized
COMSTOCK INC 0.0%
Value ($000) $11 Shares 17,525 Est. Cost $1.43 Unrealized