N.E.W. Advisory Services LLC Diversified Active

CIK: 0001803456 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 5, 2024

Total Value ($000): $926,742 (100.0% shares, 0.0% debt)

Holdings (182)

VTI VANGUARD INDEX FDS 13.5%
Value ($000) $124,704 Shares 466,166 Est. Cost $209.59 Unrealized
SPYM SPDR SER TR 8.6%
Value ($000) $79,423 Shares 1,240,982 Est. Cost $41.44 Unrealized
SPYV SPDR SER TR 8.3%
Value ($000) $77,056 Shares 1,580,951 Est. Cost $43.99 Unrealized
SPAB SPDR SER TR 5.8%
Value ($000) $53,745 Shares 2,142,096 Est. Cost $28.29 Unrealized
IAGG ISHARES TR 4.9%
Value ($000) $45,147 Shares 904,395 Est. Cost $52.73 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 4.4%
Value ($000) $40,459 Shares 801,640 Est. Cost $50.49 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 4.3%
Value ($000) $39,591 Shares 473,178 Est. Cost $112.53 Unrealized
SPTM SPDR SER TR 2.9%
Value ($000) $26,426 Shares 398,277 Est. Cost $46.93 Unrealized
SPDW SPDR INDEX SHS FDS 2.7%
Value ($000) $24,922 Shares 710,433 Est. Cost $30.97 Unrealized
DFAX DIMENSIONAL ETF TRUST 2.4%
Value ($000) $21,916 Shares 862,164 Est. Cost $24.30 Unrealized
DFAC DIMENSIONAL ETF TRUST 2.1%
Value ($000) $19,805 Shares 614,298 Est. Cost $23.33 Unrealized
VXUS VANGUARD STAR FDS 2.1%
Value ($000) $19,750 Shares 327,531 Est. Cost $58.81 Unrealized
SPEM SPDR INDEX SHS FDS 1.8%
Value ($000) $17,015 Shares 451,685 Est. Cost $36.76 Unrealized
BND VANGUARD BD INDEX FDS 1.8%
Value ($000) $16,990 Shares 235,802 Est. Cost $76.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $15,978 Shares 39,278 Est. Cost $231.50 Unrealized +76.5%
AAPL APPLE INC 1.6%
Value ($000) $14,852 Shares 70,515 Est. Cost $125.81 Unrealized +47.1%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $14,679 Shares 89,007 Est. Cost $119.07 Unrealized +32.0%
AVUV AMERICAN CENTY ETF TR 1.6%
Value ($000) $14,368 Shares 160,146 Est. Cost $89.72 Unrealized
GWX SPDR INDEX SHS FDS 1.5%
Value ($000) $13,514 Shares 425,770 Est. Cost $31.51 Unrealized
VXF VANGUARD INDEX FDS 1.2%
Value ($000) $10,759 Shares 63,744 Est. Cost $153.81 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.2%
Value ($000) $10,700 Shares 297,730 Est. Cost $27.41 Unrealized
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $9,975 Shares 26,669 Est. Cost $203.77 Unrealized
EWX SPDR INDEX SHS FDS 1.0%
Value ($000) $9,194 Shares 158,735 Est. Cost $47.78 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $9,128 Shares 77,687 Est. Cost $105.22 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $8,383 Shares 16,762 Est. Cost $400.72 Unrealized
SLYV SPDR SER TR 0.9%
Value ($000) $8,169 Shares 104,322 Est. Cost $78.92 Unrealized
EFV ISHARES TR 0.8%
Value ($000) $7,627 Shares 143,792 Est. Cost $47.39 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $7,224 Shares 295,443 Est. Cost $24.34 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $7,094 Shares 153,118 Est. Cost $46.89 Unrealized
VV VANGUARD INDEX FDS 0.6%
Value ($000) $5,907 Shares 23,665 Est. Cost $155.55 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $4,872 Shares 168,480 Est. Cost $26.12 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $4,714 Shares 141,216 Est. Cost $34.49 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $4,687 Shares 24,255 Est. Cost $126.07 Unrealized +45.7%
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $4,594 Shares 28,637 Est. Cost $122.89 Unrealized
NIC NICOLET BANKSHARES INC 0.5%
Value ($000) $4,521 Shares 54,447 Est. Cost $74.01 Unrealized +6.1%
VGT VANGUARD WORLD FD 0.5%
Value ($000) $4,419 Shares 7,664 Est. Cost $279.00 Unrealized
SPSB SPDR SER TR 0.4%
Value ($000) $3,973 Shares 133,774 Est. Cost $30.51 Unrealized
DNP SELECT INCOME FD INC 0.4%
Value ($000) $3,889 Shares 473,109 Est. Cost $9.52 Unrealized
IBND SPDR SER TR 0.4%
Value ($000) $3,659 Shares 127,440 Est. Cost $31.19 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $3,525 Shares 69,780 Est. Cost $51.72 Unrealized
JPME J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $3,520 Shares 36,975 Est. Cost $88.92 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $3,436 Shares 60,628 Est. Cost $55.46 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,422 Shares 7,657 Est. Cost $205.72 Unrealized +102.8%
VCR VANGUARD WORLD FD 0.3%
Value ($000) $3,239 Shares 10,369 Est. Cost $216.97 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $3,182 Shares 18,397 Est. Cost $112.74 Unrealized +47.1%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $3,116 Shares 25,225 Est. Cost $93.59 Unrealized +8.0%
JQUA J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $3,029 Shares 57,207 Est. Cost $49.84 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $2,789 Shares 5,822 Est. Cost $291.70 Unrealized
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $2,730 Shares 34,796 Est. Cost $79.34 Unrealized -3.2%
JIRE J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,595 Shares 41,459 Est. Cost $59.05 Unrealized
ITOT ISHARES TR 0.3%
Value ($000) $2,571 Shares 21,646 Est. Cost $87.78 Unrealized
SPYG SPDR SER TR 0.3%
Value ($000) $2,445 Shares 30,519 Est. Cost $57.01 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $2,274 Shares 10,428 Est. Cost $180.80 Unrealized
VDC VANGUARD WORLD FD 0.2%
Value ($000) $2,032 Shares 10,007 Est. Cost $181.10 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,822 Shares 9,010 Est. Cost $112.71 Unrealized +67.9%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,767 Shares 7,298 Est. Cost $193.51 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,716 Shares 31,347 Est. Cost $50.78 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,691 Shares 28,467 Est. Cost $31.47 Unrealized +80.7%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $1,641 Shares 33,198 Est. Cost $44.46 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $1,548 Shares 16,098 Est. Cost $91.19 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,389 Shares 4,419 Est. Cost $203.97 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1,348 Shares 5,066 Est. Cost $200.07 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,330 Shares 19,640 Est. Cost $51.83 Unrealized +19.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,287 Shares 5,050 Est. Cost $194.30 Unrealized +31.3%
TSLA TESLA INC 0.1%
Value ($000) $1,239 Shares 6,261 Est. Cost $215.58 Unrealized -18.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,169 Shares 2,148 Est. Cost $350.49 Unrealized
YEAR AB ACTIVE ETFS INC 0.1%
Value ($000) $1,123 Shares 22,231 Est. Cost $50.23 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,118 Shares 25,556 Est. Cost $42.98 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,052 Shares 8,868 Est. Cost $96.75 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $1,037 Shares 6,889 Est. Cost $85.66 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $992 Shares 6,791 Est. Cost $133.69 Unrealized +5.8%
META META PLATFORMS INC 0.1%
Value ($000) $975 Shares 1,932 Est. Cost $224.81 Unrealized +115.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $937 Shares 13,663 Est. Cost $57.18 Unrealized +10.4%
IVV ISHARES TR 0.1%
Value ($000) $927 Shares 1,693 Est. Cost $391.10 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $914 Shares 11,831 Est. Cost $82.48 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $911 Shares 8,424 Est. Cost $79.75 Unrealized +40.6%
SDY SPDR SER TR 0.1%
Value ($000) $883 Shares 6,944 Est. Cost $111.08 Unrealized
V VISA INC 0.1%
Value ($000) $855 Shares 3,258 Est. Cost $177.12 Unrealized +52.9%
IVE ISHARES TR 0.1%
Value ($000) $847 Shares 4,655 Est. Cost $133.96 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $825 Shares 13,081 Est. Cost $38.88 Unrealized +54.8%
BUFC AB ACTIVE ETFS INC 0.1%
Value ($000) $800 Shares 21,307 Est. Cost $37.54 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $746 Shares 12,729 Est. Cost $57.34 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $745 Shares 4,092 Est. Cost $113.00 Unrealized +48.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $737 Shares 17,934 Est. Cost $32.44 Unrealized
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $689 Shares 9,850 Est. Cost $49.29 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $675 Shares 11,644 Est. Cost $61.30 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $663 Shares 52,875 Est. Cost $10.30 Unrealized +8.1%
PLD PROLOGIS INC. 0.1%
Value ($000) $656 Shares 5,844 Est. Cost $85.94 Unrealized +21.6%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $656 Shares 8,667 Est. Cost $75.66 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $654 Shares 722 Est. Cost $448.07 Unrealized +76.5%
KO COCA COLA CO 0.1%
Value ($000) $635 Shares 9,972 Est. Cost $45.14 Unrealized +30.4%
INDEXIQ ETF TR 0.1%
Value ($000) $632 Shares 19,393 Est. Cost $30.87 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $631 Shares 3,457 Est. Cost $132.56 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $612 Shares 4,948 Est. Cost $88.75 Unrealized +37.1%
AIRR FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $600 Shares 8,784 Est. Cost $67.90 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $597 Shares 11,300 Est. Cost $52.31 Unrealized -7.0%
IWY ISHARES TR 0.1%
Value ($000) $580 Shares 2,706 Est. Cost $98.26 Unrealized
T AT&T INC 0.1%
Value ($000) $574 Shares 30,033 Est. Cost $16.49 Unrealized -2.0%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $551 Shares 2,344 Est. Cost $161.90 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $509 Shares 10,458 Est. Cost $48.60 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $497 Shares 2,895 Est. Cost $136.54 Unrealized +15.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $488 Shares 4,238 Est. Cost $84.18 Unrealized +30.8%
GOOG ALPHABET INC 0.1%
Value ($000) $481 Shares 2,620 Est. Cost $129.89 Unrealized +30.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $481 Shares 1,442 Est. Cost $189.12 Unrealized +79.1%
SOXX ISHARES TR 0.1%
Value ($000) $478 Shares 1,938 Est. Cost $229.84 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $459 Shares 1,172 Est. Cost $307.44 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $458 Shares 4,944 Est. Cost $64.47 Unrealized
BFC BANK FIRST CORP 0.0%
Value ($000) $451 Shares 5,466 Est. Cost $78.71 Unrealized -3.3%
PEP PEPSICO INC 0.0%
Value ($000) $447 Shares 2,711 Est. Cost $155.73 Unrealized +4.2%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $442 Shares 4,430 Est. Cost $82.29 Unrealized
SHM SPDR SER TR 0.0%
Value ($000) $439 Shares 9,310 Est. Cost $49.22 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $437 Shares 3,616 Est. Cost $101.14 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $427 Shares 16,846 Est. Cost $22.52 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $426 Shares 3,992 Est. Cost $120.78 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $422 Shares 7,919 Est. Cost $63.17 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $419 Shares 10,168 Est. Cost $36.84 Unrealized -1.0%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $416 Shares 10,197 Est. Cost $37.39 Unrealized
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $414 Shares 19,566 Est. Cost $21.17 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $413 Shares 1,919 Est. Cost $176.92 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $408 Shares 1,779 Est. Cost $162.79 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $407 Shares 13,277 Est. Cost $28.33 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $383 Shares 2,711 Est. Cost $103.01 Unrealized +18.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $377 Shares 2,729 Est. Cost $111.10 Unrealized +12.8%
HEARTLAND FINL USA INC 0.0%
Value ($000) $367 Shares 8,252 Est. Cost $49.76 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $364 Shares 1,529 Est. Cost $227.14 Unrealized 0.0%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $358 Shares 11,599 Est. Cost $29.96 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $354 Shares 7,283 Est. Cost $51.01 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $352 Shares 2,542 Est. Cost $85.79 Unrealized +97.9%
SPYX SPDR SER TR 0.0%
Value ($000) $350 Shares 7,851 Est. Cost $53.08 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $336 Shares 4,563 Est. Cost $66.65 Unrealized +8.5%
IWN ISHARES TR 0.0%
Value ($000) $336 Shares 2,207 Est. Cost $142.29 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $334 Shares 5,205 Est. Cost $64.24 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $326 Shares 7,331 Est. Cost $43.20 Unrealized -3.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $325 Shares 382 Est. Cost $589.56 Unrealized +31.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $324 Shares 2,370 Est. Cost $137.20 Unrealized -5.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $317 Shares 1,957 Est. Cost $124.38 Unrealized +29.3%
IWV ISHARES TR 0.0%
Value ($000) $313 Shares 1,013 Est. Cost $230.84 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $305 Shares 3,043 Est. Cost $91.71 Unrealized +9.2%
HD HOME DEPOT INC 0.0%
Value ($000) $299 Shares 868 Est. Cost $252.31 Unrealized +29.8%
MMM 3M CO 0.0%
Value ($000) $296 Shares 2,896 Est. Cost $92.92 Unrealized +1.5%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $294 Shares 542 Est. Cost $449.85 Unrealized +28.0%
BA BOEING CO 0.0%
Value ($000) $292 Shares 1,606 Est. Cost $181.67 Unrealized -1.9%
IWP ISHARES TR 0.0%
Value ($000) $292 Shares 2,648 Est. Cost $79.31 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $288 Shares 2,560 Est. Cost $84.59 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $283 Shares 10,639 Est. Cost $22.75 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $279 Shares 3,324 Est. Cost $73.63 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $272 Shares 1,869 Est. Cost $138.22 Unrealized
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $272 Shares 6,246 Est. Cost $39.29 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $255 Shares 501 Est. Cost $470.02 Unrealized +0.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $252 Shares 572 Est. Cost $398.65 Unrealized +13.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $249 Shares 2,460 Est. Cost $84.48 Unrealized +8.1%
GE GE AEROSPACE 0.0%
Value ($000) $249 Shares 1,565 Est. Cost $116.41 Unrealized +35.7%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $243 Shares 1,330 Est. Cost $182.60 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $242 Shares 552 Est. Cost $352.90 Unrealized +22.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $241 Shares 5,291 Est. Cost $36.49 Unrealized +7.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $240 Shares 1,014 Est. Cost $230.07 Unrealized +2.9%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $239 Shares 957 Est. Cost $258.81 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $239 Shares 12,131 Est. Cost $12.23 Unrealized +24.8%
MS MORGAN STANLEY 0.0%
Value ($000) $238 Shares 2,446 Est. Cost $77.16 Unrealized +17.7%
STRV EA SERIES TRUST 0.0%
Value ($000) $236 Shares 6,762 Est. Cost $30.57 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $234 Shares 2,426 Est. Cost $96.62 Unrealized
FISV FISERV INC 0.0%
Value ($000) $233 Shares 1,565 Est. Cost $151.37 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $232 Shares 1,939 Est. Cost $119.41 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $224 Shares 1,429 Est. Cost $137.84 Unrealized +7.7%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $221 Shares 1,913 Est. Cost $115.58 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $221 Shares 1,002 Est. Cost $215.15 Unrealized +2.9%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $217 Shares 10,255 Est. Cost $14.92 Unrealized +32.6%
SPSM SPDR SER TR 0.0%
Value ($000) $216 Shares 5,191 Est. Cost $42.16 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $213 Shares 3,014 Est. Cost $67.61 Unrealized 0.0%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $212 Shares 5,102 Est. Cost $49.97 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $211 Shares 987 Est. Cost $153.54 Unrealized +19.7%
MET METLIFE INC 0.0%
Value ($000) $208 Shares 2,966 Est. Cost $66.02 Unrealized +3.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $206 Shares 1,288 Est. Cost $151.93 Unrealized +6.3%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $204 Shares 902 Est. Cost $226.33 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $203 Shares 877 Est. Cost $227.31 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $202 Shares 1,948 Est. Cost $110.24 Unrealized -6.6%
CORNERSTONE STRATEGIC VALUE 0.0%
Value ($000) $105 Shares 13,674 Est. Cost $8.56 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $105 Shares 91,433 Est. Cost $1.72 Unrealized -37.6%
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $41 Shares 13,550 Est. Cost $6.38 Unrealized -42.7%
ORMP ORAMED PHARMACEUTICALS INC 0.0%
Value ($000) $32 Shares 12,360 Est. Cost $2.94 Unrealized -24.5%
OPK OPKO HEALTH INC 0.0%
Value ($000) $31 Shares 24,945 Est. Cost $1.00 Unrealized +29.5%
LUCID GROUP INC 0.0%
Value ($000) $29 Shares 11,084 Est. Cost $2.61 Unrealized