KG&L Capital Management,LLC Diversified Active

CIK: 0001771687 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 17, 2025

Total Value ($000): $338,779 (100.0% shares, 0.0% debt)

Holdings (187)

PG PROCTER AND GAMBLE CO 4.7%
Value ($000) $15,860 Shares 99,560 Est. Cost $84.67 Unrealized +89.9%
GOOGL ALPHABET INC 4.6%
Value ($000) $15,694 Shares 89,056 Est. Cost $126.49 Unrealized +29.1%
JPM JPMORGAN CHASE & CO. 4.3%
Value ($000) $14,675 Shares 51,210 Est. Cost $101.19 Unrealized +149.7%
AAPL APPLE INC 4.2%
Value ($000) $14,233 Shares 69,450 Est. Cost $128.02 Unrealized +57.3%
AMZN AMAZON COM INC 3.9%
Value ($000) $13,282 Shares 60,544 Est. Cost $126.66 Unrealized +56.2%
SPY SPDR S&P 500 ETF TR 3.7%
Value ($000) $12,541 Shares 20,298 Est. Cost $321.76 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $12,279 Shares 24,693 Est. Cost $267.72 Unrealized +61.5%
NVDA NVIDIA CORPORATION 3.4%
Value ($000) $11,510 Shares 72,856 Est. Cost $106.66 Unrealized +18.0%
XOM EXXON MOBIL CORP 2.9%
Value ($000) $9,735 Shares 90,218 Est. Cost $58.69 Unrealized +78.1%
META META PLATFORMS INC 2.9%
Value ($000) $9,666 Shares 13,097 Est. Cost $350.48 Unrealized +75.9%
AJG GALLAGHER ARTHUR J & CO 2.4%
Value ($000) $7,993 Shares 24,969 Est. Cost $94.30 Unrealized +247.4%
LLY ELI LILLY & CO 1.7%
Value ($000) $5,911 Shares 7,583 Est. Cost $528.30 Unrealized +46.4%
WMT WALMART INC 1.7%
Value ($000) $5,911 Shares 60,450 Est. Cost $56.91 Unrealized +66.5%
TSLA TESLA INC 1.5%
Value ($000) $5,076 Shares 15,978 Est. Cost $259.45 Unrealized +16.1%
AMD ADVANCED MICRO DEVICES INC 1.5%
Value ($000) $5,039 Shares 35,510 Est. Cost $113.47 Unrealized -4.1%
BAC BANK AMERICA CORP 1.5%
Value ($000) $5,011 Shares 105,889 Est. Cost $32.49 Unrealized +27.6%
ASML ASML HOLDING N V 1.5%
Value ($000) $4,952 Shares 6,179 Est. Cost $709.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,274 Shares 8,799 Est. Cost $386.90 Unrealized +31.3%
AGG ISHARES TR 1.2%
Value ($000) $4,203 Shares 42,366 Est. Cost $105.54 Unrealized
VUG VANGUARD INDEX FDS 1.2%
Value ($000) $4,198 Shares 9,575 Est. Cost $282.22 Unrealized
BA BOEING CO 1.2%
Value ($000) $3,975 Shares 18,972 Est. Cost $205.54 Unrealized -8.1%
BIL SPDR SERIES TRUST 1.2%
Value ($000) $3,933 Shares 42,872 Est. Cost $91.78 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,874 Shares 25,330 Est. Cost $134.86 Unrealized +11.9%
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $3,666 Shares 5,260 Est. Cost $387.56 Unrealized +47.5%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $3,579 Shares 6,369 Est. Cost $481.21 Unrealized +14.6%
DE DEERE & CO 1.0%
Value ($000) $3,476 Shares 6,928 Est. Cost $352.56 Unrealized +37.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.0%
Value ($000) $3,336 Shares 14,730 Est. Cost $148.89 Unrealized
HD HOME DEPOT INC 0.9%
Value ($000) $3,100 Shares 8,455 Est. Cost $328.96 Unrealized +8.2%
PANW PALO ALTO NETWORKS INC 0.9%
Value ($000) $2,949 Shares 14,410 Est. Cost $168.63 Unrealized +10.1%
LQD ISHARES TR 0.9%
Value ($000) $2,912 Shares 26,570 Est. Cost $114.85 Unrealized
V VISA INC 0.8%
Value ($000) $2,816 Shares 7,930 Est. Cost $318.94 Unrealized +8.8%
TBIL RBB FD INC 0.8%
Value ($000) $2,711 Shares 54,228 Est. Cost $50.02 Unrealized
COKE COCA COLA CONS INC 0.8%
Value ($000) $2,552 Shares 22,860 Est. Cost $118.36 Unrealized +1.4%
LRCX LAM RESEARCH CORP 0.7%
Value ($000) $2,498 Shares 25,662 Est. Cost $74.98 Unrealized +5.2%
UNP UNION PAC CORP 0.7%
Value ($000) $2,477 Shares 10,768 Est. Cost $178.73 Unrealized +22.2%
LOW LOWES COS INC 0.7%
Value ($000) $2,449 Shares 11,038 Est. Cost $198.64 Unrealized +11.1%
PGX INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,284 Shares 205,191 Est. Cost $12.48 Unrealized
EFA ISHARES TR 0.7%
Value ($000) $2,273 Shares 25,426 Est. Cost $66.57 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $2,163 Shares 46,651 Est. Cost $48.34 Unrealized -2.3%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $2,135 Shares 3,870 Est. Cost $392.48 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $2,074 Shares 29,318 Est. Cost $65.15 Unrealized +7.1%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $1,946 Shares 10,631 Est. Cost $180.36 Unrealized -12.7%
AI C3 AI INC 0.6%
Value ($000) $1,929 Shares 78,519 Est. Cost $26.70 Unrealized -14.4%
AVGO BROADCOM INC 0.6%
Value ($000) $1,909 Shares 6,926 Est. Cost $173.15 Unrealized +24.7%
BAB INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,877 Shares 70,765 Est. Cost $29.27 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $1,789 Shares 2,881 Est. Cost $287.16 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,710 Shares 11,797 Est. Cost $117.53 Unrealized +16.6%
IJH ISHARES TR 0.5%
Value ($000) $1,638 Shares 26,409 Est. Cost $83.50 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,588 Shares 6,270 Est. Cost $153.14 Unrealized
SJNK SPDR SERIES TRUST 0.5%
Value ($000) $1,573 Shares 61,740 Est. Cost $25.16 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $1,522 Shares 5,451 Est. Cost $265.70 Unrealized +4.5%
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $1,411 Shares 3,684 Est. Cost $306.28 Unrealized +17.1%
CMI CUMMINS INC 0.4%
Value ($000) $1,389 Shares 4,268 Est. Cost $241.22 Unrealized +26.7%
GBIL GOLDMAN SACHS ETF TR 0.4%
Value ($000) $1,338 Shares 13,355 Est. Cost $100.11 Unrealized
SNOW SNOWFLAKE INC 0.4%
Value ($000) $1,310 Shares 5,852 Est. Cost $185.99 Unrealized -2.8%
ORLY OREILLY AUTOMOTIVE INC 0.4%
Value ($000) $1,291 Shares 14,325 Est. Cost $89.81 Unrealized +1.5%
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $1,269 Shares 8,237 Est. Cost $61.26 Unrealized +149.3%
OZK BANK OZK LITTLE ROCK ARK 0.4%
Value ($000) $1,222 Shares 26,013 Est. Cost $40.32 Unrealized +5.4%
IJR ISHARES TR 0.4%
Value ($000) $1,214 Shares 11,106 Est. Cost $81.35 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $1,208 Shares 2,371 Est. Cost $297.06 Unrealized +46.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,191 Shares 5,246 Est. Cost $170.51 Unrealized +17.1%
KRE SPDR SERIES TRUST 0.3%
Value ($000) $1,183 Shares 19,914 Est. Cost $46.97 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $1,160 Shares 4,254 Est. Cost $269.31 Unrealized -1.2%
AZO AUTOZONE INC 0.3%
Value ($000) $1,095 Shares 295 Est. Cost $2930.89 Unrealized +25.8%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,067 Shares 15,432 Est. Cost $55.86 Unrealized +27.4%
KEY KEYCORP 0.3%
Value ($000) $1,063 Shares 61,049 Est. Cost $12.62 Unrealized +19.3%
XLG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,063 Shares 20,396 Est. Cost $42.13 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,049 Shares 20,021 Est. Cost $25.39 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,013 Shares 2,298 Est. Cost $367.79 Unrealized
DPZ DOMINOS PIZZA INC 0.3%
Value ($000) $960 Shares 2,130 Est. Cost $412.11 Unrealized +12.7%
SHOP SHOPIFY INC 0.3%
Value ($000) $931 Shares 8,072 Est. Cost $77.68 Unrealized +28.8%
MCO MOODYS CORP 0.3%
Value ($000) $912 Shares 1,818 Est. Cost $397.33 Unrealized +16.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.3%
Value ($000) $904 Shares 48,013 Est. Cost $18.93 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $902 Shares 4,954 Est. Cost $114.10 Unrealized +46.7%
TJX TJX COS INC NEW 0.3%
Value ($000) $900 Shares 7,292 Est. Cost $95.63 Unrealized +31.6%
MRK MERCK & CO INC 0.3%
Value ($000) $896 Shares 11,241 Est. Cost $94.75 Unrealized -18.3%
IEF ISHARES TR 0.3%
Value ($000) $893 Shares 9,329 Est. Cost $94.96 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $891 Shares 900 Est. Cost $970.56 Unrealized +2.1%
QCOM QUALCOMM INC 0.3%
Value ($000) $888 Shares 5,578 Est. Cost $143.01 Unrealized +1.4%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $883 Shares 11,406 Est. Cost $75.71 Unrealized -17.7%
FBND FIDELITY MERRIMACK STR TR 0.3%
Value ($000) $870 Shares 19,017 Est. Cost $45.75 Unrealized
FICO FAIR ISAAC CORP 0.3%
Value ($000) $865 Shares 473 Est. Cost $1648.04 Unrealized +13.9%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $843 Shares 4,771 Est. Cost $166.41 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $841 Shares 16,484 Est. Cost $50.98 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $839 Shares 19,509 Est. Cost $28.79 Unrealized +32.0%
SMH VANECK ETF TRUST 0.2%
Value ($000) $838 Shares 3,006 Est. Cost $245.33 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $821 Shares 2,809 Est. Cost $146.57 Unrealized +73.2%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $818 Shares 3,064 Est. Cost $213.48 Unrealized +20.6%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $795 Shares 6,452 Est. Cost $103.84 Unrealized -10.2%
CAT CATERPILLAR INC 0.2%
Value ($000) $775 Shares 2,029 Est. Cost $310.76 Unrealized +6.5%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $755 Shares 5,540 Est. Cost $117.28 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $751 Shares 4,026 Est. Cost $147.03 Unrealized +12.9%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $739 Shares 31,425 Est. Cost $17.51 Unrealized +17.5%
ACGL ARCH CAP GROUP LTD 0.2%
Value ($000) $716 Shares 7,865 Est. Cost $78.38 Unrealized +17.7%
PFE PFIZER INC 0.2%
Value ($000) $701 Shares 28,440 Est. Cost $32.71 Unrealized -31.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $689 Shares 16,017 Est. Cost $38.54 Unrealized +8.5%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $659 Shares 7,398 Est. Cost $79.13 Unrealized
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $658 Shares 31,888 Est. Cost $20.90 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $648 Shares 12,763 Est. Cost $50.73 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $637 Shares 7,513 Est. Cost $42.47 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $615 Shares 4,209 Est. Cost $95.10 Unrealized +38.5%
TMHC TAYLOR MORRISON HOME CORP 0.2%
Value ($000) $614 Shares 10,000 Est. Cost $58.10 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $603 Shares 450 Est. Cost $87.97 Unrealized +28.5%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $595 Shares 8,820 Est. Cost $53.35 Unrealized +26.2%
GLD SPDR GOLD TR 0.2%
Value ($000) $591 Shares 1,938 Est. Cost $175.53 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $587 Shares 19,140 Est. Cost $30.70 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $575 Shares 4,312 Est. Cost $80.84 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $560 Shares 4,585 Est. Cost $131.35 Unrealized -21.7%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $545 Shares 2,562 Est. Cost $122.02 Unrealized +51.7%
KR KROGER CO 0.2%
Value ($000) $543 Shares 7,567 Est. Cost $68.18 Unrealized 0.0%
GSK GSK PLC 0.2%
Value ($000) $536 Shares 14,008 Est. Cost $36.99 Unrealized
VDC VANGUARD WORLD FD 0.2%
Value ($000) $534 Shares 2,438 Est. Cost $136.66 Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.2%
Value ($000) $528 Shares 2,911 Est. Cost $162.91 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $519 Shares 6,413 Est. Cost $53.51 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $513 Shares 3,804 Est. Cost $91.27 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $511 Shares 698 Est. Cost $560.03 Unrealized +25.7%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $501 Shares 18,887 Est. Cost $27.39 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $489 Shares 3,643 Est. Cost $122.10 Unrealized -9.3%
BTG B2GOLD CORP 0.1%
Value ($000) $487 Shares 135,000 Est. Cost $3.05 Unrealized +7.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $478 Shares 9,673 Est. Cost $43.41 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $476 Shares 10,836 Est. Cost $44.05 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $470 Shares 1,473 Est. Cost $279.16 Unrealized +0.1%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $466 Shares 5,708 Est. Cost $69.90 Unrealized
KWEB KRANESHARES TRUST 0.1%
Value ($000) $443 Shares 12,904 Est. Cost $34.33 Unrealized
SOUN SOUNDHOUND AI INC 0.1%
Value ($000) $442 Shares 41,201 Est. Cost $9.42 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $440 Shares 7,076 Est. Cost $66.00 Unrealized -17.5%
ADBE ADOBE INC 0.1%
Value ($000) $438 Shares 1,133 Est. Cost $518.58 Unrealized -25.7%
AGNC AGNC INVT CORP 0.1%
Value ($000) $435 Shares 47,314 Est. Cost $9.73 Unrealized
DOW DOW INC 0.1%
Value ($000) $427 Shares 15,564 Est. Cost $43.02 Unrealized -35.4%
NKE NIKE INC 0.1%
Value ($000) $426 Shares 5,994 Est. Cost $84.85 Unrealized -30.4%
JBBB JANUS DETROIT STR TR 0.1%
Value ($000) $421 Shares 8,737 Est. Cost $48.46 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $415 Shares 4,573 Est. Cost $60.95 Unrealized +44.4%
SN SHARKNINJA INC 0.1%
Value ($000) $412 Shares 4,163 Est. Cost $91.57 Unrealized -5.6%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $405 Shares 5,465 Est. Cost $97.28 Unrealized -29.8%
NOW SERVICENOW INC 0.1%
Value ($000) $404 Shares 393 Est. Cost $192.75 Unrealized -2.1%
CPNG COUPANG INC 0.1%
Value ($000) $392 Shares 13,100 Est. Cost $25.62 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $375 Shares 3,636 Est. Cost $111.16 Unrealized -16.1%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $363 Shares 897 Est. Cost $317.51 Unrealized +14.7%
GE GE AEROSPACE 0.1%
Value ($000) $362 Shares 1,408 Est. Cost $218.59 Unrealized 0.0%
CRWV COREWEAVE INC 0.1%
Value ($000) $358 Shares 2,194 Est. Cost $92.20 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $357 Shares 1,632 Est. Cost $161.57 Unrealized -0.5%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $351 Shares 7,135 Est. Cost $53.62 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $338 Shares 2,034 Est. Cost $197.00 Unrealized -18.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $337 Shares 620 Est. Cost $337.84 Unrealized +54.8%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $333 Shares 2,258 Est. Cost $90.31 Unrealized
RDDT REDDIT INC 0.1%
Value ($000) $330 Shares 2,191 Est. Cost $165.28 Unrealized -31.4%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $330 Shares 625 Est. Cost $496.66 Unrealized -0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $329 Shares 4,824 Est. Cost $45.90 Unrealized +31.6%
T AT&T INC 0.1%
Value ($000) $322 Shares 11,138 Est. Cost $19.23 Unrealized +40.2%
EME EMCOR GROUP INC 0.1%
Value ($000) $321 Shares 600 Est. Cost $431.82 Unrealized +2.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $319 Shares 7,104 Est. Cost $42.91 Unrealized -20.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $319 Shares 5,955 Est. Cost $63.78 Unrealized -15.7%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $316 Shares 1,328 Est. Cost $333.51 Unrealized -17.4%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $314 Shares 1,020 Est. Cost $290.76 Unrealized 0.0%
BITC BITWISE FUNDS TRUST 0.1%
Value ($000) $304 Shares 6,701 Est. Cost $41.53 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $303 Shares 7,323 Est. Cost $41.42 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $302 Shares 1,034 Est. Cost $255.81 Unrealized +6.5%
ZION ZIONS BANCORPORATION N A 0.1%
Value ($000) $297 Shares 5,725 Est. Cost $28.06 Unrealized +67.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $295 Shares 3,237 Est. Cost $83.95 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $294 Shares 5,229 Est. Cost $60.38 Unrealized -15.7%
BANC BANC OF CALIFORNIA INC 0.1%
Value ($000) $288 Shares 20,500 Est. Cost $13.39 Unrealized 0.0%
LII LENNOX INTL INC 0.1%
Value ($000) $287 Shares 500 Est. Cost $390.92 Unrealized +41.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $280 Shares 560 Est. Cost $486.10 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $279 Shares 9,489 Est. Cost $15.19 Unrealized +76.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $271 Shares 1,304 Est. Cost $182.23 Unrealized -4.4%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $261 Shares 1,401 Est. Cost $153.62 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $258 Shares 1,280 Est. Cost $189.83 Unrealized +3.7%
IAU ISHARES GOLD TR 0.1%
Value ($000) $252 Shares 4,037 Est. Cost $58.96 Unrealized
F FORD MTR CO 0.1%
Value ($000) $246 Shares 22,421 Est. Cost $11.24 Unrealized -12.2%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $245 Shares 13,525 Est. Cost $16.25 Unrealized
SNX TD SYNNEX CORPORATION 0.1%
Value ($000) $241 Shares 1,773 Est. Cost $116.29 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $240 Shares 1,789 Est. Cost $129.37 Unrealized -5.5%
CCI CROWN CASTLE INC 0.1%
Value ($000) $240 Shares 2,332 Est. Cost $112.93 Unrealized -13.2%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $236 Shares 4,264 Est. Cost $39.05 Unrealized +21.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $225 Shares 768 Est. Cost $233.68 Unrealized +29.9%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $222 Shares 10,120 Est. Cost $19.97 Unrealized 0.0%
BFST BUSINESS FIRST BANCSHARES IN 0.1%
Value ($000) $218 Shares 8,831 Est. Cost $22.93 Unrealized +0.5%
INTC INTEL CORP 0.1%
Value ($000) $209 Shares 8,703 Est. Cost $36.64 Unrealized -43.4%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $209 Shares 2,295 Est. Cost $98.92 Unrealized -9.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $201 Shares 1,875 Est. Cost $101.18 Unrealized 0.0%
NUVEEN MUN HIGH INCOME OPPOR 0.1%
Value ($000) $180 Shares 17,400 Est. Cost $10.85 Unrealized
RITHM PPTY TR INC 0.0%
Value ($000) $135 Shares 27,570 Est. Cost $6.13 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $130 Shares 10,820 Est. Cost $11.90 Unrealized -37.5%
KRO KRONOS WORLDWIDE INC 0.0%
Value ($000) $82 Shares 11,200 Est. Cost $6.68 Unrealized 0.0%
FLL FULL HSE RESORTS INC 0.0%
Value ($000) $79 Shares 21,500 Est. Cost $4.26 Unrealized -21.3%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $32 Shares 10,096 Est. Cost $3.62 Unrealized -16.5%
RNTX REIN THERAPEUTICS INC 0.0%
Value ($000) $25 Shares 18,000 Est. Cost $2.77 Unrealized -35.0%