SEARLE & CO. Diversified Active

CIK: 0000710127 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 7, 2025

Total Value ($000): $353,995 (100.0% shares, 0.0% debt)

Holdings (183)

MSFT MICROSOFT CORP 5.6%
Value ($000) $19,698 Shares 39,602 Est. Cost $88.24 Unrealized +390.0%
AAPL APPLE INC 5.4%
Value ($000) $19,144 Shares 93,309 Est. Cost $106.95 Unrealized +88.3%
AXP AMERICAN EXPRESS CO 3.8%
Value ($000) $13,451 Shares 42,169 Est. Cost $103.94 Unrealized +168.8%
PANW PALO ALTO NETWORKS INC 3.1%
Value ($000) $10,873 Shares 53,134 Est. Cost $127.12 Unrealized +46.1%
PM PHILIP MORRIS INTL INC 2.9%
Value ($000) $10,199 Shares 56,001 Est. Cost $69.15 Unrealized +142.0%
ABBV ABBVIE INC 2.5%
Value ($000) $8,831 Shares 47,577 Est. Cost $73.69 Unrealized +147.9%
IBM INTERNATIONAL BUSINESS MACHS 2.5%
Value ($000) $8,831 Shares 29,958 Est. Cost $122.28 Unrealized +107.6%
BAC BANK AMERICA CORP 2.5%
Value ($000) $8,752 Shares 184,955 Est. Cost $14.88 Unrealized +178.6%
V VISA INC 2.5%
Value ($000) $8,718 Shares 24,555 Est. Cost $94.36 Unrealized +267.7%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $8,360 Shares 77,552 Est. Cost $81.52 Unrealized +28.2%
CAT CATERPILLAR INC 2.2%
Value ($000) $7,862 Shares 20,253 Est. Cost $101.75 Unrealized +225.2%
RTX RTX CORPORATION 2.0%
Value ($000) $6,917 Shares 47,372 Est. Cost $63.62 Unrealized +107.1%
MCD MCDONALDS CORP 1.8%
Value ($000) $6,406 Shares 21,925 Est. Cost $112.69 Unrealized +169.4%
PEP PEPSICO INC 1.7%
Value ($000) $6,135 Shares 46,460 Est. Cost $118.98 Unrealized +10.1%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $5,991 Shares 39,220 Est. Cost $102.05 Unrealized +47.8%
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $5,956 Shares 37,387 Est. Cost $126.46 Unrealized +27.1%
NUE NUCOR CORP 1.7%
Value ($000) $5,879 Shares 45,383 Est. Cost $61.62 Unrealized +87.5%
QQQ INVESCO QQQ TR 1.4%
Value ($000) $5,124 Shares 9,289 Est. Cost $222.14 Unrealized
HON HONEYWELL INTL INC 1.4%
Value ($000) $5,010 Shares 21,512 Est. Cost $96.70 Unrealized +106.5%
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $4,833 Shares 16,671 Est. Cost $117.16 Unrealized +115.7%
ADP AUTOMATIC DATA PROCESSING IN 1.3%
Value ($000) $4,617 Shares 14,970 Est. Cost $93.94 Unrealized +221.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,550 Shares 9,367 Est. Cost $461.73 Unrealized +10.0%
TRGP TARGA RES CORP 1.3%
Value ($000) $4,526 Shares 26,000 Est. Cost $30.96 Unrealized +434.7%
MRK MERCK & CO INC 1.2%
Value ($000) $4,217 Shares 53,274 Est. Cost $79.74 Unrealized -2.9%
HD HOME DEPOT INC 1.2%
Value ($000) $4,188 Shares 11,422 Est. Cost $214.64 Unrealized +65.8%
ETN EATON CORP PLC 1.2%
Value ($000) $4,168 Shares 11,675 Est. Cost $87.62 Unrealized +250.0%
ROK ROCKWELL AUTOMATION INC 1.2%
Value ($000) $4,083 Shares 12,293 Est. Cost $105.68 Unrealized +167.0%
YUM YUM BRANDS INC 1.1%
Value ($000) $3,992 Shares 26,940 Est. Cost $53.48 Unrealized +169.6%
CSCO CISCO SYS INC 1.1%
Value ($000) $3,952 Shares 56,960 Est. Cost $30.48 Unrealized +98.1%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $3,905 Shares 84,360 Est. Cost $44.51 Unrealized +6.1%
HESS CORP 1.0%
Value ($000) $3,429 Shares 24,750 Est. Cost $53.24 Unrealized
NOC NORTHROP GRUMMAN CORP 1.0%
Value ($000) $3,394 Shares 6,788 Est. Cost $206.86 Unrealized +135.0%
RVTY REVVITY INC 0.9%
Value ($000) $3,269 Shares 33,800 Est. Cost $56.17 Unrealized +67.5%
EQH EQUITABLE HLDGS INC 0.9%
Value ($000) $3,224 Shares 57,467 Est. Cost $27.35 Unrealized +85.3%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $2,997 Shares 4,850 Est. Cost $308.14 Unrealized
APG API GROUP CORP 0.8%
Value ($000) $2,969 Shares 58,166 Est. Cost $12.56 Unrealized +128.1%
QCOM QUALCOMM INC 0.8%
Value ($000) $2,803 Shares 17,600 Est. Cost $46.96 Unrealized +208.8%
DIS DISNEY WALT CO 0.8%
Value ($000) $2,781 Shares 22,426 Est. Cost $94.79 Unrealized +8.5%
LLY ELI LILLY & CO 0.7%
Value ($000) $2,616 Shares 3,355 Est. Cost $592.90 Unrealized +30.4%
BA BOEING CO 0.7%
Value ($000) $2,540 Shares 12,122 Est. Cost $138.58 Unrealized +36.3%
AZN ASTRAZENECA PLC 0.7%
Value ($000) $2,470 Shares 35,350 Est. Cost $32.57 Unrealized
TXN TEXAS INSTRS INC 0.7%
Value ($000) $2,412 Shares 11,618 Est. Cost $154.92 Unrealized +12.5%
ABT ABBOTT LABS 0.7%
Value ($000) $2,373 Shares 17,450 Est. Cost $58.99 Unrealized +121.4%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,321 Shares 9,165 Est. Cost $103.65 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $2,261 Shares 2,284 Est. Cost $488.29 Unrealized +102.9%
PFE PFIZER INC 0.6%
Value ($000) $2,250 Shares 92,819 Est. Cost $24.39 Unrealized -8.4%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $2,229 Shares 32,104 Est. Cost $63.07 Unrealized +8.0%
BK BANK NEW YORK MELLON CORP 0.6%
Value ($000) $2,081 Shares 22,837 Est. Cost $58.99 Unrealized +42.3%
RPRX ROYALTY PHARMA PLC 0.6%
Value ($000) $2,072 Shares 57,500 Est. Cost $27.72 Unrealized +19.5%
CVS CVS HEALTH CORP 0.6%
Value ($000) $2,044 Shares 29,630 Est. Cost $69.87 Unrealized -8.1%
IVV ISHARES TR 0.6%
Value ($000) $2,033 Shares 3,274 Est. Cost $459.27 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $1,939 Shares 6,946 Est. Cost $279.32 Unrealized -0.6%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,867 Shares 18,495 Est. Cost $87.36 Unrealized +7.7%
AEP AMERICAN ELEC PWR CO INC 0.5%
Value ($000) $1,770 Shares 17,060 Est. Cost $62.86 Unrealized +62.2%
OKE ONEOK INC NEW 0.5%
Value ($000) $1,722 Shares 21,090 Est. Cost $53.07 Unrealized +52.0%
DHR DANAHER CORPORATION 0.5%
Value ($000) $1,719 Shares 8,702 Est. Cost $81.00 Unrealized +138.3%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,551 Shares 10,835 Est. Cost $108.58 Unrealized +26.2%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,501 Shares 16,512 Est. Cost $60.61 Unrealized +48.6%
UNP UNION PAC CORP 0.4%
Value ($000) $1,437 Shares 6,245 Est. Cost $199.21 Unrealized +9.7%
CWST CASELLA WASTE SYS INC 0.4%
Value ($000) $1,431 Shares 12,400 Est. Cost $81.92 Unrealized +41.0%
URI UNITED RENTALS INC 0.4%
Value ($000) $1,413 Shares 1,875 Est. Cost $682.18 Unrealized -2.5%
BNT BROOKFIELD WEALTH SOL LTD 0.4%
Value ($000) $1,400 Shares 22,654 Est. Cost $31.31 Unrealized +18.0%
DEO DIAGEO PLC 0.4%
Value ($000) $1,266 Shares 12,550 Est. Cost $122.31 Unrealized
T AT&T INC 0.4%
Value ($000) $1,245 Shares 43,012 Est. Cost $15.88 Unrealized +69.8%
CSX CSX CORP 0.3%
Value ($000) $1,230 Shares 37,692 Est. Cost $33.68 Unrealized -11.6%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,178 Shares 27,219 Est. Cost $37.57 Unrealized +11.3%
VIPER ENERGY INC 0.3%
Value ($000) $1,125 Shares 29,500 Est. Cost $45.15 Unrealized
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $1,117 Shares 11,624 Est. Cost $89.26 Unrealized +9.6%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,098 Shares 35,397 Est. Cost $26.21 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,084 Shares 12,080 Est. Cost $76.50 Unrealized +15.1%
CTVA CORTEVA INC 0.3%
Value ($000) $1,080 Shares 14,495 Est. Cost $25.49 Unrealized +159.6%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $1,068 Shares 2,540 Est. Cost $77.92 Unrealized +432.7%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,031 Shares 4,700 Est. Cost $130.00 Unrealized +52.2%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,031 Shares 17,578 Est. Cost $39.66 Unrealized +41.1%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $1,014 Shares 2,606 Est. Cost $262.36 Unrealized +51.2%
GOOG ALPHABET INC 0.3%
Value ($000) $1,005 Shares 5,667 Est. Cost $130.49 Unrealized +26.3%
GOOGL ALPHABET INC 0.3%
Value ($000) $994 Shares 5,643 Est. Cost $153.61 Unrealized +6.3%
DRI DARDEN RESTAURANTS INC 0.3%
Value ($000) $981 Shares 4,500 Est. Cost $61.75 Unrealized +230.8%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $972 Shares 3,797 Est. Cost $120.01 Unrealized +94.2%
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $968 Shares 5,500 Est. Cost $55.58 Unrealized +170.8%
PSX PHILLIPS 66 0.3%
Value ($000) $956 Shares 8,017 Est. Cost $75.78 Unrealized +44.4%
GE GE AEROSPACE 0.3%
Value ($000) $950 Shares 3,691 Est. Cost $157.95 Unrealized +38.4%
MPLX MPLX LP 0.3%
Value ($000) $896 Shares 17,400 Est. Cost $45.90 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $884 Shares 3,304 Est. Cost $122.44 Unrealized +112.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $883 Shares 13,100 Est. Cost $36.20 Unrealized +80.0%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $862 Shares 1,615 Est. Cost $377.92 Unrealized +29.7%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $854 Shares 8,200 Est. Cost $50.22 Unrealized +107.6%
META META PLATFORMS INC 0.2%
Value ($000) $850 Shares 1,151 Est. Cost $208.57 Unrealized +195.6%
GLW CORNING INC 0.2%
Value ($000) $826 Shares 15,700 Est. Cost $17.41 Unrealized +166.0%
IMO IMPERIAL OIL LTD 0.2%
Value ($000) $795 Shares 10,000 Est. Cost $24.78 Unrealized +183.5%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $779 Shares 4,254 Est. Cost $211.43 Unrealized -25.5%
EMR EMERSON ELEC CO 0.2%
Value ($000) $777 Shares 5,825 Est. Cost $88.69 Unrealized +28.0%
WELLS FARGO CO NEW 0.2%
Value ($000) $748 Shares 637 Est. Cost $1194.31 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $740 Shares 6,000 Est. Cost $79.18 Unrealized +17.7%
EOG EOG RES INC 0.2%
Value ($000) $670 Shares 5,600 Est. Cost $67.10 Unrealized +67.0%
SO SOUTHERN CO 0.2%
Value ($000) $666 Shares 7,250 Est. Cost $73.44 Unrealized +19.8%
FMS FRESENIUS MEDICAL CARE AG 0.2%
Value ($000) $665 Shares 23,288 Est. Cost $42.85 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $606 Shares 856 Est. Cost $423.71 Unrealized +34.9%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $597 Shares 8,000 Est. Cost $49.22 Unrealized +54.3%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $592 Shares 2,500 Est. Cost $178.02 Unrealized
PHIN PHINIA INC 0.2%
Value ($000) $556 Shares 12,500 Est. Cost $31.24 Unrealized +33.2%
SIXG ETF SER SOLUTIONS 0.2%
Value ($000) $556 Shares 10,534 Est. Cost $24.66 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $556 Shares 4,310 Est. Cost $114.49 Unrealized +15.1%
FDX FEDEX CORP 0.1%
Value ($000) $530 Shares 2,333 Est. Cost $234.15 Unrealized -8.1%
KO COCA COLA CO 0.1%
Value ($000) $518 Shares 7,315 Est. Cost $41.69 Unrealized +67.4%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $513 Shares 2,126 Est. Cost $149.24 Unrealized +47.7%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $493 Shares 2,000 Est. Cost $104.86 Unrealized +133.8%
EEM ISHARES TR 0.1%
Value ($000) $487 Shares 10,086 Est. Cost $41.41 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $474 Shares 896 Est. Cost $191.56 Unrealized +117.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $472 Shares 5,887 Est. Cost $66.67 Unrealized +6.7%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $470 Shares 6,851 Est. Cost $27.31 Unrealized +0.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $468 Shares 8,875 Est. Cost $32.76 Unrealized +45.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $461 Shares 3,911 Est. Cost $98.15 Unrealized +17.6%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $459 Shares 1,050 Est. Cost $288.96 Unrealized +36.0%
UNILEVER PLC 0.1%
Value ($000) $459 Shares 7,500 Est. Cost $59.63 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $456 Shares 2,509 Est. Cost $175.23 Unrealized
SRE SEMPRA 0.1%
Value ($000) $455 Shares 6,000 Est. Cost $59.73 Unrealized +21.5%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $449 Shares 2,500 Est. Cost $69.82 Unrealized +146.5%
MMM 3M CO 0.1%
Value ($000) $440 Shares 2,887 Est. Cost $130.13 Unrealized +8.5%
F FORD MTR CO 0.1%
Value ($000) $434 Shares 40,000 Est. Cost $7.67 Unrealized +28.6%
SONY SONY GROUP CORP 0.1%
Value ($000) $429 Shares 16,500 Est. Cost $28.96 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $429 Shares 320 Est. Cost $62.46 Unrealized +81.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $423 Shares 23,344 Est. Cost $14.16 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $421 Shares 1,324 Est. Cost $180.56 Unrealized +66.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $407 Shares 7,490 Est. Cost $56.34 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $390 Shares 17,407 Est. Cost $32.03 Unrealized -35.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $389 Shares 1,303 Est. Cost $300.92 Unrealized +0.7%
DOW DOW INC 0.1%
Value ($000) $385 Shares 14,521 Est. Cost $36.37 Unrealized -23.6%
EFA ISHARES TR 0.1%
Value ($000) $382 Shares 4,269 Est. Cost $65.12 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $380 Shares 10,334 Est. Cost $28.32 Unrealized +29.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $376 Shares 1,500 Est. Cost $211.01 Unrealized +7.6%
NEM NEWMONT CORP 0.1%
Value ($000) $374 Shares 6,427 Est. Cost $39.61 Unrealized +33.6%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $373 Shares 1,155 Est. Cost $140.32 Unrealized +88.0%
MET METLIFE INC 0.1%
Value ($000) $368 Shares 4,570 Est. Cost $68.14 Unrealized +11.3%
RDDT REDDIT INC 0.1%
Value ($000) $351 Shares 2,333 Est. Cost $123.45 Unrealized -8.2%
GLD SPDR GOLD TR 0.1%
Value ($000) $351 Shares 1,150 Est. Cost $213.20 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $348 Shares 2,098 Est. Cost $86.91 Unrealized +70.2%
NKE NIKE INC 0.1%
Value ($000) $343 Shares 4,835 Est. Cost $92.61 Unrealized -36.2%
CQP CHENIERE ENERGY PARTNERS LP 0.1%
Value ($000) $336 Shares 6,000 Est. Cost $35.00 Unrealized
JEF JEFFERIES FINL GROUP INC 0.1%
Value ($000) $328 Shares 6,000 Est. Cost $28.77 Unrealized +67.8%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $324 Shares 3,818 Est. Cost $91.15 Unrealized
XIFR XPLR INFRASTRUCTURE LP 0.1%
Value ($000) $320 Shares 39,075 Est. Cost $36.72 Unrealized -76.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $320 Shares 2,200 Est. Cost $90.36 Unrealized +63.3%
ADBE ADOBE INC 0.1%
Value ($000) $319 Shares 824 Est. Cost $385.32 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.1%
Value ($000) $313 Shares 5,662 Est. Cost $31.45 Unrealized +67.1%
GMMF BLACKROCK ETF TRUST 0.1%
Value ($000) $301 Shares 3,000 Est. Cost $100.39 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $299 Shares 2,000 Est. Cost $80.16 Unrealized +68.6%
GPC GENUINE PARTS CO 0.1%
Value ($000) $292 Shares 2,409 Est. Cost $120.31 Unrealized -2.1%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $280 Shares 1,000 Est. Cost $209.29 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $278 Shares 685 Est. Cost $244.42 Unrealized +70.6%
IXN ISHARES TR 0.1%
Value ($000) $277 Shares 3,000 Est. Cost $68.18 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $270 Shares 2,246 Est. Cost $149.37 Unrealized -12.7%
AVGO BROADCOM INC 0.1%
Value ($000) $267 Shares 970 Est. Cost $215.92 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $263 Shares 7,360 Est. Cost $37.30 Unrealized -9.1%
LOW LOWES COS INC 0.1%
Value ($000) $262 Shares 1,182 Est. Cost $189.24 Unrealized +16.6%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $261 Shares 100 Est. Cost $2335.36 Unrealized 0.0%
VLTO VERALTO CORP 0.1%
Value ($000) $261 Shares 2,589 Est. Cost $73.75 Unrealized +30.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $255 Shares 550 Est. Cost $428.70 Unrealized +7.1%
SEE SEALED AIR CORP NEW 0.1%
Value ($000) $250 Shares 8,070 Est. Cost $27.03 Unrealized +8.3%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $247 Shares 1,250 Est. Cost $182.31 Unrealized 0.0%
XME SPDR SERIES TRUST 0.1%
Value ($000) $243 Shares 3,620 Est. Cost $59.32 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $230 Shares 405 Est. Cost $568.03 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $227 Shares 2,050 Est. Cost $100.53 Unrealized +3.8%
TGT TARGET CORP 0.1%
Value ($000) $227 Shares 2,300 Est. Cost $60.69 Unrealized +53.7%
FE FIRSTENERGY CORP 0.1%
Value ($000) $226 Shares 5,621 Est. Cost $36.32 Unrealized +10.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $225 Shares 4,302 Est. Cost $48.42 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $223 Shares 3,733 Est. Cost $59.73 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $223 Shares 3,937 Est. Cost $54.04 Unrealized -1.6%
C CITIGROUP INC 0.1%
Value ($000) $220 Shares 2,589 Est. Cost $71.20 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $216 Shares 2,942 Est. Cost $107.96 Unrealized -31.3%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $213 Shares 1,350 Est. Cost $125.82 Unrealized 0.0%
AMLP ALPS ETF TR 0.1%
Value ($000) $212 Shares 4,337 Est. Cost $48.16 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $209 Shares 1,558 Est. Cost $129.14 Unrealized -5.3%
HAL HALLIBURTON CO 0.1%
Value ($000) $209 Shares 10,249 Est. Cost $36.37 Unrealized -43.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $207 Shares 4,000 Est. Cost $48.15 Unrealized +11.7%
ADAM NAT RES FD INC 0.1%
Value ($000) $204 Shares 9,531 Est. Cost $22.78 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $203 Shares 4,000 Est. Cost $50.75 Unrealized
SAP SAP SE 0.1%
Value ($000) $203 Shares 667 Est. Cost $304.10 Unrealized
HRTX HERON THERAPEUTICS INC 0.1%
Value ($000) $179 Shares 86,250 Est. Cost $3.13 Unrealized -34.8%
VTRS VIATRIS INC 0.0%
Value ($000) $143 Shares 16,017 Est. Cost $10.02 Unrealized -18.2%
NOK NOKIA CORP 0.0%
Value ($000) $141 Shares 27,223 Est. Cost $3.78 Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $66 Shares 10,000 Est. Cost $1.39 Unrealized +175.3%
VGZ VISTA GOLD CORP 0.0%
Value ($000) $26 Shares 27,000 Est. Cost $0.91 Unrealized +6.6%