Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 8, 2023

Total Value ($000): $1,039,683 (100.0% shares, 0.0% debt)

Holdings (171)

MSFT MICROSOFT CORP 5.3%
Value ($000) $55,140 Shares 174,631 Est. Cost $81.63 Unrealized +297.6%
ETN EATON CORP PLC 4.0%
Value ($000) $41,981 Shares 196,834 Est. Cost $146.62 Unrealized +43.0%
META META PLATFORMS INC 3.6%
Value ($000) $37,259 Shares 124,110 Est. Cost $167.83 Unrealized +78.3%
GOOG ALPHABET INC 3.6%
Value ($000) $36,926 Shares 280,063 Est. Cost $113.15 Unrealized +14.1%
V VISA INC 3.4%
Value ($000) $35,495 Shares 154,321 Est. Cost $90.81 Unrealized +160.1%
SPGI S&P GLOBAL INC 3.3%
Value ($000) $34,437 Shares 94,242 Est. Cost $313.47 Unrealized +23.1%
CP CANADIAN PACIFIC KANSAS CITY 3.2%
Value ($000) $33,776 Shares 452,987 Est. Cost $77.51 Unrealized +0.7%
UNH UNITEDHEALTH GROUP INC 3.1%
Value ($000) $32,442 Shares 64,344 Est. Cost $264.72 Unrealized +77.5%
RY ROYAL BK CDA 3.1%
Value ($000) $32,100 Shares 366,103 Est. Cost $71.20 Unrealized +30.6%
COST COSTCO WHSL CORP NEW 3.0%
Value ($000) $30,775 Shares 54,472 Est. Cost $284.63 Unrealized +87.0%
LIN LINDE PLC 2.7%
Value ($000) $28,303 Shares 76,011 Est. Cost $323.08 Unrealized +14.2%
TRI THOMSON REUTERS CORP. 2.7%
Value ($000) $27,958 Shares 227,831 Est. Cost $122.43 Unrealized +1.8%
MRSH MARSH & MCLENNAN COS INC 2.7%
Value ($000) $27,629 Shares 145,186 Est. Cost $134.92 Unrealized +36.8%
AAPL APPLE INC 2.6%
Value ($000) $26,853 Shares 156,841 Est. Cost $125.88 Unrealized +44.0%
RCI ROGERS COMMUNICATIONS INC 2.6%
Value ($000) $26,746 Shares 694,487 Est. Cost $49.56 Unrealized -15.4%
CNI CANADIAN NATL RY CO 2.5%
Value ($000) $25,629 Shares 235,925 Est. Cost $90.89 Unrealized +20.3%
TMO THERMO FISHER SCIENTIFIC INC 2.5%
Value ($000) $25,615 Shares 50,605 Est. Cost $306.23 Unrealized +72.7%
AJG GALLAGHER ARTHUR J & CO 2.3%
Value ($000) $23,613 Shares 103,598 Est. Cost $180.76 Unrealized +21.2%
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $18,537 Shares 60,360 Est. Cost $192.91 Unrealized +57.8%
AMAT APPLIED MATLS INC 1.5%
Value ($000) $15,835 Shares 114,375 Est. Cost $126.46 Unrealized +11.0%
ORCL ORACLE CORP 1.4%
Value ($000) $14,965 Shares 141,282 Est. Cost $103.51 Unrealized +9.0%
ADI ANALOG DEVICES INC 1.4%
Value ($000) $14,504 Shares 82,840 Est. Cost $141.22 Unrealized +25.3%
GM GENERAL MTRS CO 1.3%
Value ($000) $13,123 Shares 398,030 Est. Cost $36.65 Unrealized -5.5%
ELV ELEVANCE HEALTH INC 1.3%
Value ($000) $13,010 Shares 29,880 Est. Cost $405.98 Unrealized +7.6%
GOOGL ALPHABET INC 1.2%
Value ($000) $12,989 Shares 99,259 Est. Cost $109.84 Unrealized +16.9%
HD HOME DEPOT INC 1.2%
Value ($000) $12,811 Shares 42,398 Est. Cost $216.33 Unrealized +40.0%
AON AON PLC 1.1%
Value ($000) $11,565 Shares 35,671 Est. Cost $259.31 Unrealized +25.4%
CCJ CAMECO CORP 1.1%
Value ($000) $11,231 Shares 281,916 Est. Cost $21.24 Unrealized +65.6%
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $9,916 Shares 25,045 Est. Cost $330.31 Unrealized +20.0%
NVO NOVO-NORDISK A S 0.8%
Value ($000) $8,527 Shares 93,764 Est. Cost $125.86 Unrealized
CNQ CANADIAN NAT RES LTD 0.6%
Value ($000) $6,640 Shares 102,257 Est. Cost $9.03 Unrealized +208.5%
WCN WASTE CONNECTIONS INC 0.6%
Value ($000) $6,602 Shares 48,945 Est. Cost $137.29 Unrealized +0.4%
LLY ELI LILLY & CO 0.6%
Value ($000) $6,577 Shares 12,245 Est. Cost $342.27 Unrealized +48.1%
TD TORONTO DOMINION BK ONT 0.6%
Value ($000) $6,439 Shares 106,537 Est. Cost $70.61 Unrealized -11.7%
AVGO BROADCOM INC 0.6%
Value ($000) $6,420 Shares 7,730 Est. Cost $40.09 Unrealized +109.5%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $6,001 Shares 15,405 Est. Cost $321.10 Unrealized +21.9%
SGI TEMPUR SEALY INTL INC 0.6%
Value ($000) $5,809 Shares 134,032 Est. Cost $39.41 Unrealized +12.5%
AVY AVERY DENNISON CORP 0.6%
Value ($000) $5,757 Shares 31,515 Est. Cost $170.72 Unrealized +1.5%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.5%
Value ($000) $5,647 Shares 250,883 Est. Cost $25.19 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $5,503 Shares 32,475 Est. Cost $146.46 Unrealized +14.1%
TOL TOLL BROTHERS INC 0.5%
Value ($000) $5,367 Shares 72,560 Est. Cost $52.74 Unrealized +49.7%
DSGX DESCARTES SYS GROUP INC 0.5%
Value ($000) $5,361 Shares 72,700 Est. Cost $38.98 Unrealized +93.4%
MCK MCKESSON CORP 0.5%
Value ($000) $5,346 Shares 12,294 Est. Cost $399.21 Unrealized +4.4%
FSV FIRSTSERVICE CORP NEW 0.5%
Value ($000) $5,334 Shares 36,500 Est. Cost $86.92 Unrealized +73.0%
BLACKROCK INC 0.5%
Value ($000) $5,331 Shares 8,246 Est. Cost $662.20 Unrealized
ET ENERGY TRANSFER L P 0.5%
Value ($000) $5,145 Shares 366,705 Est. Cost $8.98 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.5%
Value ($000) $4,963 Shares 48,250 Est. Cost $94.74 Unrealized 0.0%
BNS BANK NOVA SCOTIA HALIFAX 0.5%
Value ($000) $4,889 Shares 108,750 Est. Cost $43.59 Unrealized -3.0%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $4,831 Shares 9,397 Est. Cost $80.39 Unrealized +11.4%
STAG STAG INDL INC 0.4%
Value ($000) $4,573 Shares 132,515 Est. Cost $34.51 Unrealized
NOA NORTH AMERN CONSTR GROUP LTD 0.4%
Value ($000) $4,534 Shares 208,300 Est. Cost $7.25 Unrealized +211.7%
PBA PEMBINA PIPELINE CORP 0.4%
Value ($000) $4,503 Shares 149,305 Est. Cost $25.94 Unrealized +6.8%
MCD MCDONALDS CORP 0.4%
Value ($000) $4,443 Shares 16,866 Est. Cost $273.09 Unrealized -1.3%
AGI ALAMOS GOLD INC NEW 0.4%
Value ($000) $4,287 Shares 378,310 Est. Cost $8.65 Unrealized +37.6%
YUM YUM BRANDS INC 0.4%
Value ($000) $4,135 Shares 33,095 Est. Cost $128.82 Unrealized -2.5%
FERG1GBX FERGUSON PLC NEW 0.4%
Value ($000) $3,966 Shares 23,900 Est. Cost $130.85 Unrealized
ASML ASML HOLDING N V 0.4%
Value ($000) $3,958 Shares 6,723 Est. Cost $679.07 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.4%
Value ($000) $3,925 Shares 35,920 Est. Cost $97.13 Unrealized +12.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $3,823 Shares 43,997 Est. Cost $90.30 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.4%
Value ($000) $3,691 Shares 27,895 Est. Cost $165.71 Unrealized -10.6%
WMT WALMART INC 0.3%
Value ($000) $3,536 Shares 22,110 Est. Cost $37.94 Unrealized +36.6%
HWM HOWMET AEROSPACE INC 0.3%
Value ($000) $3,530 Shares 76,330 Est. Cost $48.38 Unrealized 0.0%
GRANITE REAL ESTATE INVT TR 0.3%
Value ($000) $3,465 Shares 64,987 Est. Cost $57.83 Unrealized
HBM HUDBAY MINERALS INC 0.3%
Value ($000) $3,348 Shares 685,100 Est. Cost $6.24 Unrealized -18.8%
DHR DANAHER CORPORATION 0.3%
Value ($000) $3,338 Shares 13,456 Est. Cost $112.22 Unrealized +96.2%
ENB ENBRIDGE INC 0.3%
Value ($000) $3,044 Shares 91,394 Est. Cost $25.94 Unrealized +17.1%
ABNB AIRBNB INC 0.3%
Value ($000) $3,024 Shares 22,040 Est. Cost $119.19 Unrealized +15.8%
BCE BCE INC 0.3%
Value ($000) $3,015 Shares 78,672 Est. Cost $35.36 Unrealized -2.1%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $2,995 Shares 39,850 Est. Cost $80.06 Unrealized
DOO BRP INC 0.3%
Value ($000) $2,981 Shares 39,200 Est. Cost $44.67 Unrealized +76.2%
GNTX GENTEX CORP 0.3%
Value ($000) $2,944 Shares 90,460 Est. Cost $32.06 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,809 Shares 8,020 Est. Cost $297.83 Unrealized +19.1%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $2,752 Shares 17,310 Est. Cost $147.41 Unrealized +7.8%
LOW LOWES COS INC 0.3%
Value ($000) $2,744 Shares 13,204 Est. Cost $187.59 Unrealized +14.6%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,721 Shares 69,390 Est. Cost $40.40 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $2,682 Shares 15,645 Est. Cost $170.64 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,608 Shares 37,355 Est. Cost $55.42 Unrealized +16.5%
DE DEERE & CO 0.2%
Value ($000) $2,543 Shares 6,738 Est. Cost $332.50 Unrealized +19.7%
AMZN AMAZON COM INC 0.2%
Value ($000) $2,460 Shares 19,351 Est. Cost $115.77 Unrealized +15.7%
YUMC YUM CHINA HLDGS INC 0.2%
Value ($000) $2,360 Shares 42,360 Est. Cost $60.32 Unrealized -7.3%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $2,312 Shares 62,005 Est. Cost $38.99 Unrealized +0.1%
MSCI MSCI INC 0.2%
Value ($000) $2,223 Shares 4,333 Est. Cost $511.54 Unrealized -0.1%
ADBE ADOBE INC 0.2%
Value ($000) $2,187 Shares 4,290 Est. Cost $334.58 Unrealized +56.8%
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $2,154 Shares 24,000 Est. Cost $68.89 Unrealized +17.7%
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $2,091 Shares 60,621 Est. Cost $19.02 Unrealized +55.0%
GIL GILDAN ACTIVEWEAR INC 0.2%
Value ($000) $2,056 Shares 73,000 Est. Cost $29.63 Unrealized -3.0%
SPHB INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,054 Shares 29,300 Est. Cost $70.10 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $2,048 Shares 10,100 Est. Cost $189.60 Unrealized +12.6%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,993 Shares 72,795 Est. Cost $20.91 Unrealized +33.0%
SJNK SPDR SER TR 0.2%
Value ($000) $1,860 Shares 76,024 Est. Cost $27.44 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $1,802 Shares 12,000 Est. Cost $136.77 Unrealized +9.7%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $1,775 Shares 1,400 Est. Cost $1204.93 Unrealized +5.5%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value ($000) $1,731 Shares 20,000 Est. Cost $16.79 Unrealized +30.7%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $1,696 Shares 11,900 Est. Cost $125.01 Unrealized +15.4%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,686 Shares 24,165 Est. Cost $78.47 Unrealized
BMO BANK MONTREAL QUE 0.2%
Value ($000) $1,684 Shares 19,903 Est. Cost $89.52 Unrealized -11.1%
DISCOVER FINL SVCS 0.2%
Value ($000) $1,672 Shares 19,301 Est. Cost $73.25 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.2%
Value ($000) $1,644 Shares 18,000 Est. Cost $89.33 Unrealized -6.5%
FMX FOMENTO ECONOMICO MEXICANO S 0.2%
Value ($000) $1,637 Shares 15,000 Est. Cost $82.61 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,620 Shares 36,537 Est. Cost $37.17 Unrealized +11.6%
MKL MARKEL GROUP INC 0.2%
Value ($000) $1,620 Shares 1,100 Est. Cost $1463.82 Unrealized 0.0%
ATLAS ENERGY SOLUTIONS INC 0.1%
Value ($000) $1,531 Shares 68,879 Est. Cost $22.23 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $1,508 Shares 6,132 Est. Cost $231.19 Unrealized +16.1%
NVR NVR INC 0.1%
Value ($000) $1,491 Shares 250 Est. Cost $4257.74 Unrealized +45.9%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $1,477 Shares 1,700 Est. Cost $395.60 Unrealized +116.9%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $1,358 Shares 23,000 Est. Cost $43.91 Unrealized +30.2%
ICLR ICON PLC 0.1%
Value ($000) $1,354 Shares 5,500 Est. Cost $227.45 Unrealized +10.8%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $1,276 Shares 700 Est. Cost $181.11 Unrealized +1.1%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,265 Shares 5,035 Est. Cost $222.70 Unrealized +11.9%
INTU INTUIT 0.1%
Value ($000) $1,208 Shares 2,365 Est. Cost $498.82 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,157 Shares 11,980 Est. Cost $87.97 Unrealized +3.6%
EME EMCOR GROUP INC 0.1%
Value ($000) $1,094 Shares 5,200 Est. Cost $153.70 Unrealized +35.3%
WRB BERKLEY W R CORP 0.1%
Value ($000) $1,079 Shares 17,000 Est. Cost $38.71 Unrealized 0.0%
FTS FORTIS INC 0.1%
Value ($000) $1,065 Shares 27,900 Est. Cost $35.64 Unrealized +4.3%
CAE CAE INC 0.1%
Value ($000) $1,048 Shares 44,750 Est. Cost $24.83 Unrealized -6.8%
TGT TARGET CORP 0.1%
Value ($000) $1,023 Shares 9,250 Est. Cost $116.39 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $996 Shares 12,500 Est. Cost $68.64 Unrealized +7.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $928 Shares 10,165 Est. Cost $97.07 Unrealized -4.8%
VEEV VEEVA SYS INC 0.1%
Value ($000) $916 Shares 4,500 Est. Cost $191.93 Unrealized +5.0%
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $908 Shares 3,750 Est. Cost $255.77 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.1%
Value ($000) $874 Shares 20,250 Est. Cost $41.44 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $872 Shares 10,500 Est. Cost $87.14 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $838 Shares 1,500 Est. Cost $114.08 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $835 Shares 9,619 Est. Cost $82.65 Unrealized +4.9%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $827 Shares 11,005 Est. Cost $79.65 Unrealized
MUSA MURPHY USA INC 0.1%
Value ($000) $769 Shares 2,250 Est. Cost $314.19 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value ($000) $762 Shares 300 Est. Cost $2020.10 Unrealized +24.2%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $749 Shares 17,500 Est. Cost $36.75 Unrealized +6.7%
KLAC KLA CORP 0.1%
Value ($000) $748 Shares 1,631 Est. Cost $469.45 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC. 0.1%
Value ($000) $703 Shares 14,353 Est. Cost $48.05 Unrealized +4.3%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $686 Shares 63,179 Est. Cost $18.55 Unrealized -32.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $636 Shares 700 Est. Cost $56.46 Unrealized +11.1%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $625 Shares 1,650 Est. Cost $371.81 Unrealized 0.0%
ENERPLUS CORP 0.1%
Value ($000) $619 Shares 35,000 Est. Cost $17.68 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $618 Shares 2,160 Est. Cost $272.79 Unrealized 0.0%
KMLM KRANESHARES TR 0.1%
Value ($000) $617 Shares 18,931 Est. Cost $36.69 Unrealized
OTEX OPEN TEXT CORP 0.1%
Value ($000) $610 Shares 17,300 Est. Cost $33.72 Unrealized +7.3%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $600 Shares 3,300 Est. Cost $191.04 Unrealized 0.0%
UHAL/B U HAUL HOLDING COMPANY 0.1%
Value ($000) $580 Shares 11,070 Est. Cost $57.85 Unrealized -6.2%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $548 Shares 650 Est. Cost $749.90 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $547 Shares 3,500 Est. Cost $143.77 Unrealized 0.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $506 Shares 2,750 Est. Cost $183.93 Unrealized
CELESTICA INC 0.0%
Value ($000) $477 Shares 19,400 Est. Cost $24.59 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $475 Shares 2,000 Est. Cost $232.22 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $460 Shares 2,860 Est. Cost $169.67 Unrealized
WIX WIX COM LTD 0.0%
Value ($000) $459 Shares 5,000 Est. Cost $89.34 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $432 Shares 140 Est. Cost $2979.20 Unrealized 0.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $420 Shares 20,000 Est. Cost $22.14 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $413 Shares 900 Est. Cost $447.51 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $409 Shares 1,600 Est. Cost $255.34 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $406 Shares 6,500 Est. Cost $59.06 Unrealized 0.0%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $389 Shares 10,155 Est. Cost $45.13 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $386 Shares 1,000 Est. Cost $382.06 Unrealized 0.0%
STN STANTEC INC 0.0%
Value ($000) $377 Shares 5,790 Est. Cost $47.88 Unrealized
TU TELUS CORPORATION 0.0%
Value ($000) $367 Shares 22,414 Est. Cost $21.94 Unrealized -19.7%
LEA LEAR CORP 0.0%
Value ($000) $362 Shares 2,700 Est. Cost $128.34 Unrealized +5.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $362 Shares 5,345 Est. Cost $66.11 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $352 Shares 1,790 Est. Cost $221.11 Unrealized -1.8%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $347 Shares 4,130 Est. Cost $36.78 Unrealized +14.6%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $335 Shares 18,235 Est. Cost $19.00 Unrealized -0.5%
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $324 Shares 8,368 Est. Cost $38.65 Unrealized -3.3%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $313 Shares 8,000 Est. Cost $43.31 Unrealized 0.0%
ICLN ISHARES TR 0.0%
Value ($000) $300 Shares 20,505 Est. Cost $24.17 Unrealized
IVOL KRANESHARES TR 0.0%
Value ($000) $298 Shares 14,501 Est. Cost $27.14 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $248 Shares 569 Est. Cost $44.77 Unrealized 0.0%
BIL SPDR SER TR 0.0%
Value ($000) $242 Shares 2,635 Est. Cost $91.82 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $234 Shares 934 Est. Cost $199.96 Unrealized +28.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $220 Shares 2,000 Est. Cost $111.18 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $204 Shares 800 Est. Cost $262.23 Unrealized 0.0%
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $161 Shares 35,045 Est. Cost $5.48 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $123 Shares 10,794 Est. Cost $12.34 Unrealized