STALEY CAPITAL ADVISERS INC Diversified Active

CIK: 0001106565 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 8, 2021

Total Value ($000): $1,636,462 (100.0% shares, 0.0% debt)

Holdings (181)

IWF ISHARES RUSSELL 1000 GROWTH 8.2%
Value ($000) $133,995 Shares 555,675 Est. Cost $25.68 Unrealized
MSFT MICROSOFT CORP 7.4%
Value ($000) $121,357 Shares 545,621 Est. Cost $30.11 Unrealized +584.3%
QCOM QUALCOMM INC. 6.8%
Value ($000) $112,070 Shares 735,656 Est. Cost $45.55 Unrealized +173.8%
JPM J.P. MORGAN CHASE 3.7%
Value ($000) $60,353 Shares 474,961 Est. Cost $45.85 Unrealized +114.1%
CVS CVS HEALTH CORP 3.6%
Value ($000) $58,516 Shares 856,752 Est. Cost $52.50 Unrealized +5.2%
GOOG ALPHABET C 3.5%
Value ($000) $57,462 Shares 32,800 Est. Cost $53.99 Unrealized +55.1%
FDX FEDEX CORP 3.1%
Value ($000) $51,330 Shares 197,713 Est. Cost $133.40 Unrealized +88.3%
BRK/B BERKSHIRE HATHAWAY B 3.0%
Value ($000) $48,359 Shares 208,561 Est. Cost $137.07 Unrealized +60.7%
DD DU PONT 2.9%
Value ($000) $46,930 Shares 659,963 Est. Cost $23.20 Unrealized +2.2%
GM GENERAL MOTORS 2.8%
Value ($000) $45,536 Shares 1,093,571 Est. Cost $27.11 Unrealized +38.4%
GLW CORNING, INC. 2.7%
Value ($000) $44,286 Shares 1,230,168 Est. Cost $13.93 Unrealized +121.6%
CSCO CISCO SYSTEMS 2.6%
Value ($000) $41,922 Shares 936,802 Est. Cost $19.18 Unrealized +83.9%
PFE PFIZER INC 2.6%
Value ($000) $41,846 Shares 1,136,802 Est. Cost $19.25 Unrealized +48.8%
BA BOEING CO. 2.4%
Value ($000) $39,778 Shares 185,825 Est. Cost $244.61 Unrealized -21.4%
JNJ JOHNSON&JOHNSON 2.3%
Value ($000) $37,828 Shares 240,360 Est. Cost $75.87 Unrealized +68.1%
MINT PIMCO ENHANCED SHORT MATURITY 2.3%
Value ($000) $37,144 Shares 364,018 Est. Cost $101.59 Unrealized
LQDT LIQUIDITY SERVICES 2.2%
Value ($000) $35,638 Shares 2,240,000 Est. Cost $9.37 Unrealized +20.1%
GLD SPDR GOLD SHARES 2.1%
Value ($000) $35,129 Shares 196,955 Est. Cost $177.14 Unrealized
VWO VANGUARD EMERG. MARKETS ETF 2.0%
Value ($000) $33,171 Shares 661,974 Est. Cost $40.12 Unrealized
CVX CHEVRON CORP 2.0%
Value ($000) $32,019 Shares 379,142 Est. Cost $70.83 Unrealized -8.2%
GDX VANECK VECTORS GOLD MINERS 1.6%
Value ($000) $26,097 Shares 724,512 Est. Cost $39.16 Unrealized
VZ VERIZON COMM. 1.6%
Value ($000) $25,760 Shares 438,468 Est. Cost $29.97 Unrealized +46.7%
AAPL APPLE INC 1.4%
Value ($000) $23,139 Shares 174,386 Est. Cost $88.18 Unrealized +32.7%
INTC INTEL CORP 1.4%
Value ($000) $22,606 Shares 453,759 Est. Cost $21.30 Unrealized +106.7%
EFG ISHARES EAFE GROWTH ETF 1.1%
Value ($000) $18,293 Shares 181,280 Est. Cost $69.29 Unrealized
AMZN AMAZON.COM 1.1%
Value ($000) $17,952 Shares 5,512 Est. Cost $62.97 Unrealized +153.4%
PM PHILIP MORRIS INTL. 1.1%
Value ($000) $17,892 Shares 216,111 Est. Cost $51.36 Unrealized +17.5%
CTVA CORTEVA INC 1.1%
Value ($000) $17,383 Shares 448,948 Est. Cost $25.23 Unrealized +33.8%
BB BLACKBERRY 0.9%
Value ($000) $15,093 Shares 2,276,541 Est. Cost $4.84 Unrealized +22.2%
DISCOVERY INC C 0.9%
Value ($000) $14,685 Shares 560,700 Est. Cost $41.92 Unrealized
NEAR ISHARES SHORT MATURITY BOND 0.9%
Value ($000) $14,248 Shares 284,000 Est. Cost $50.19 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.9%
Value ($000) $13,936 Shares 167,400 Est. Cost $81.04 Unrealized
VEA VANGUARD DEV. MARKETS ETF 0.8%
Value ($000) $13,740 Shares 291,030 Est. Cost $40.34 Unrealized
C CITIGROUP 0.8%
Value ($000) $12,461 Shares 202,089 Est. Cost $50.32 Unrealized -15.8%
SLB SCHLUMBERGER 0.7%
Value ($000) $11,819 Shares 541,394 Est. Cost $42.29 Unrealized -60.1%
TJX TJX COS INC 0.7%
Value ($000) $10,854 Shares 158,940 Est. Cost $50.99 Unrealized +10.8%
VTV VANGUARD VALUE INDEX 0.6%
Value ($000) $10,020 Shares 84,227 Est. Cost $96.55 Unrealized
QURATE RETAIL INC 0.6%
Value ($000) $9,873 Shares 900,000 Est. Cost $7.18 Unrealized
DIS WALT DISNEY CO. 0.6%
Value ($000) $9,485 Shares 52,354 Est. Cost $116.86 Unrealized +20.0%
FHI FEDERATED HERMES INC 0.6%
Value ($000) $9,481 Shares 328,167 Est. Cost $23.85 Unrealized -10.3%
TWI TITAN INTL INC 0.6%
Value ($000) $9,126 Shares 1,877,721 Est. Cost $11.46 Unrealized -64.2%
DOW DOW INC 0.5%
Value ($000) $8,860 Shares 159,647 Est. Cost $35.52 Unrealized +9.9%
TWLO TWILIO INC CL A 0.5%
Value ($000) $7,616 Shares 22,500 Est. Cost $37.47 Unrealized +733.9%
LYFT LYFT INC 0.4%
Value ($000) $7,270 Shares 147,973 Est. Cost $54.63 Unrealized -33.4%
SHM SPDR SHORT TERM MUNICIPAL 0.4%
Value ($000) $7,265 Shares 145,918 Est. Cost $49.87 Unrealized
EFV ISHARES MSCI EAFE VALUE 0.4%
Value ($000) $7,127 Shares 151,000 Est. Cost $42.52 Unrealized
MDY SPDR S&P 400 MIDCAP 0.4%
Value ($000) $6,836 Shares 16,280 Est. Cost $280.48 Unrealized
VO VANGUARD MID CAP ETF 0.4%
Value ($000) $6,242 Shares 30,189 Est. Cost $163.62 Unrealized
OPCH OPTION CARE HEALTH ORD 0.4%
Value ($000) $5,865 Shares 375,000 Est. Cost $12.99 Unrealized +14.5%
VTIP VANGUARD S-T INFLATION PROT. TREASURY 0.3%
Value ($000) $5,514 Shares 107,910 Est. Cost $49.40 Unrealized
VISN COMMSCOPE HOLDING CO. INC. 0.3%
Value ($000) $5,398 Shares 402,850 Est. Cost $9.42 Unrealized +17.0%
IYW ISHARES U.S. TECH ETF 0.3%
Value ($000) $5,176 Shares 60,840 Est. Cost $107.51 Unrealized
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $4,935 Shares 25,349 Est. Cost $148.44 Unrealized
BDX BECTON DICKINSON 0.3%
Value ($000) $4,818 Shares 19,255 Est. Cost $213.29 Unrealized +0.6%
VIG VANGUARD DIV. APPRECIATION ETF 0.3%
Value ($000) $4,526 Shares 32,058 Est. Cost $115.93 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $3,813 Shares 34,824 Est. Cost $81.94 Unrealized +21.1%
GOOGL ALPHABET A 0.2%
Value ($000) $3,793 Shares 2,164 Est. Cost $75.62 Unrealized +10.4%
UBSI UNITED BANKSHARES 0.2%
Value ($000) $3,697 Shares 114,109 Est. Cost $32.07 Unrealized -11.9%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $3,402 Shares 46,631 Est. Cost $60.11 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $3,383 Shares 6,479 Est. Cost $1.88 Unrealized +609.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $3,220 Shares 51,900 Est. Cost $47.15 Unrealized
SPSB SPDR SHORT-TERM CORPORATE BOND 0.2%
Value ($000) $3,035 Shares 96,665 Est. Cost $30.68 Unrealized
XLK SPDR-TECHNOLOGY 0.2%
Value ($000) $2,860 Shares 22,000 Est. Cost $59.09 Unrealized
BSV VANGUARD S/T BOND 0.2%
Value ($000) $2,733 Shares 32,969 Est. Cost $79.79 Unrealized
SITE CENTERS CORP 0.2%
Value ($000) $2,705 Shares 267,326 Est. Cost $7.20 Unrealized
SHY ISHARES 1-3 YR TREASURY 0.1%
Value ($000) $2,365 Shares 27,375 Est. Cost $84.55 Unrealized
VUG VANGUARD GROWTH 0.1%
Value ($000) $2,263 Shares 8,934 Est. Cost $124.24 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $2,183 Shares 42,250 Est. Cost $39.18 Unrealized
SCHO SCHWAB S/T U.S. TREAS 0.1%
Value ($000) $1,938 Shares 37,720 Est. Cost $50.58 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.1%
Value ($000) $1,924 Shares 31,000 Est. Cost $60.03 Unrealized
KKR KKR & CO LP 0.1%
Value ($000) $1,830 Shares 45,200 Est. Cost $23.80 Unrealized +51.7%
LANNETT INC 0.1%
Value ($000) $1,749 Shares 268,326 Est. Cost $8.42 Unrealized
NUVEEN MUNI VALUE 0.1%
Value ($000) $1,738 Shares 156,600 Est. Cost $9.84 Unrealized
TTEK TETRA TECH INC 0.1%
Value ($000) $1,737 Shares 15,000 Est. Cost $17.77 Unrealized +26.8%
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $1,735 Shares 225,000 Est. Cost $4.34 Unrealized +2.8%
FLOT ISHARES FLOATING RATE NOTE 0.1%
Value ($000) $1,679 Shares 33,100 Est. Cost $50.71 Unrealized
SCHB SCHWAB U.S. BROAD MARKET 0.1%
Value ($000) $1,601 Shares 17,595 Est. Cost $57.54 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.1%
Value ($000) $1,536 Shares 13,000 Est. Cost $107.21 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $1,446 Shares 12,159 Est. Cost $94.66 Unrealized
GCP APPLIED TECHNOLOGIES INC 0.1%
Value ($000) $1,359 Shares 57,461 Est. Cost $19.71 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $1,354 Shares 3,794 Est. Cost $93.13 Unrealized +247.2%
PEP PEPSICO INC 0.1%
Value ($000) $1,308 Shares 8,820 Est. Cost $83.78 Unrealized +44.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,238 Shares 6,800 Est. Cost $59.60 Unrealized +158.4%
BIL SPDR BLMBG BARCLAYS 1-3 MTH T-BILL ETF 0.1%
Value ($000) $1,236 Shares 13,500 Est. Cost $91.43 Unrealized
PFF ISHARES PREFERRED STOCK 0.1%
Value ($000) $1,198 Shares 31,100 Est. Cost $36.34 Unrealized
PNC PNC FINANCIAL 0.1%
Value ($000) $1,162 Shares 7,800 Est. Cost $68.35 Unrealized +55.8%
IJR ISHARES S&P SMALL-CAP ETF 0.1%
Value ($000) $1,153 Shares 12,546 Est. Cost $80.53 Unrealized
VEU VANGUARD ALL-WORLD EX-US 0.1%
Value ($000) $1,120 Shares 19,185 Est. Cost $46.71 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $1,107 Shares 2,961 Est. Cost $278.93 Unrealized
DLN WISDOMTREE LARGECAP DIV 0.1%
Value ($000) $1,058 Shares 9,843 Est. Cost $60.13 Unrealized
VV VANGUARD LARGE CAP ETF 0.1%
Value ($000) $1,047 Shares 5,955 Est. Cost $123.39 Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.1%
Value ($000) $1,014 Shares 35,900 Est. Cost $28.25 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $976 Shares 7,018 Est. Cost $67.74 Unrealized +81.8%
IWD ISHARES RUSSELL 1000 VALUE 0.1%
Value ($000) $965 Shares 7,058 Est. Cost $91.70 Unrealized
VCIT VANGUARD INTER-TERM CORP BOND 0.1%
Value ($000) $934 Shares 9,610 Est. Cost $95.24 Unrealized
ENDO INTL PLC 0.1%
Value ($000) $933 Shares 130,000 Est. Cost $7.18 Unrealized
CHKP CHECK POINT SOFTWARE 0.1%
Value ($000) $925 Shares 6,963 Est. Cost $122.02 Unrealized +0.1%
META FACEBOOK 0.1%
Value ($000) $903 Shares 3,304 Est. Cost $256.10 Unrealized +6.3%
HD HOME DEPOT INC. 0.1%
Value ($000) $843 Shares 3,174 Est. Cost $182.47 Unrealized +32.9%
MATINAS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $816 Shares 600,000 Est. Cost $1.00 Unrealized
AMERISOURCEBERGEN 0.0%
Value ($000) $781 Shares 7,987 Est. Cost $97.78 Unrealized
MRK MERCK & CO. INC. 0.0%
Value ($000) $710 Shares 8,677 Est. Cost $54.66 Unrealized +18.6%
FMC F M C CORP 0.0%
Value ($000) $691 Shares 6,014 Est. Cost $52.10 Unrealized +81.9%
HSIC HENRY SCHEIN 0.0%
Value ($000) $681 Shares 10,178 Est. Cost $50.89 Unrealized +26.8%
TWITTER INC 0.0%
Value ($000) $650 Shares 12,000 Est. Cost $21.26 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $648 Shares 26,073 Est. Cost $20.81 Unrealized +6.1%
TRISTATE CAP 0.0%
Value ($000) $643 Shares 36,950 Est. Cost $13.23 Unrealized
SWKS SKYWORKS SOLUTIONS INC. 0.0%
Value ($000) $612 Shares 4,000 Est. Cost $85.04 Unrealized +51.0%
HERO GLOBAL X VIDEO GAMES ESPORTS ETF 0.0%
Value ($000) $584 Shares 18,800 Est. Cost $31.06 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $581 Shares 2,744 Est. Cost $118.71 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $572 Shares 4,021 Est. Cost $124.54 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $570 Shares 2,200 Est. Cost $99.10 Unrealized +132.7%
T AT&T CORP. 0.0%
Value ($000) $570 Shares 19,827 Est. Cost $15.52 Unrealized -0.9%
AR ANTERO RES CORP 0.0%
Value ($000) $560 Shares 102,830 Est. Cost $37.80 Unrealized -89.1%
NEUBERGER BRMN. MLP INCOME 0.0%
Value ($000) $557 Shares 165,300 Est. Cost $5.38 Unrealized
VYM VANGUARD HIGH DIV YLD 0.0%
Value ($000) $549 Shares 6,000 Est. Cost $70.74 Unrealized
V VISA INC CL A 0.0%
Value ($000) $536 Shares 2,449 Est. Cost $114.21 Unrealized +72.7%
MLTX HELIX ACQUISITION CORP ORDINARY SHARES - CLASS A 0.0%
Value ($000) $524 Shares 46,121 Est. Cost $11.36 Unrealized
FISV FISERV INC 0.0%
Value ($000) $517 Shares 4,545 Est. Cost $102.09 Unrealized +5.6%
NUVEEN PA INV QUALITY MUNI 0.0%
Value ($000) $499 Shares 34,516 Est. Cost $12.51 Unrealized
FIS FIDELITY NATL INFO SVC 0.0%
Value ($000) $495 Shares 3,500 Est. Cost $117.12 Unrealized +8.8%
IGSB ISHARES SHORT-TERM CORP 0.0%
Value ($000) $475 Shares 8,616 Est. Cost $78.42 Unrealized
MO ALTRIA GROUP INC. 0.0%
Value ($000) $474 Shares 11,558 Est. Cost $20.36 Unrealized +31.1%
GENERAL ELECTRIC 0.0%
Value ($000) $467 Shares 43,202 Est. Cost $18.00 Unrealized
LOW LOWE'S COMPANIES 0.0%
Value ($000) $465 Shares 2,900 Est. Cost $58.89 Unrealized +151.4%
NKE NIKE INC. CL B 0.0%
Value ($000) $446 Shares 3,153 Est. Cost $60.09 Unrealized +105.0%
MDLZ MONDELEZ INTL 0.0%
Value ($000) $441 Shares 7,534 Est. Cost $26.02 Unrealized +92.7%
WTI W&T OFFSHORE INC 0.0%
Value ($000) $434 Shares 200,000 Est. Cost $1.93 Unrealized 0.0%
XOM EXXON MOBIL 0.0%
Value ($000) $430 Shares 10,434 Est. Cost $52.40 Unrealized -42.1%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $426 Shares 5,000 Est. Cost $57.65 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $423 Shares 4,800 Est. Cost $84.24 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $410 Shares 3,295 Est. Cost $124.43 Unrealized
MOO VANECK VECTORS AGRIBUSINESS 0.0%
Value ($000) $389 Shares 5,000 Est. Cost $46.56 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $364 Shares 1,039 Est. Cost $262.56 Unrealized +17.4%
NUVEEN NY AMT-FREE MUN 0.0%
Value ($000) $359 Shares 26,500 Est. Cost $12.87 Unrealized
BIV VANGUARD INTERM-TERM BOND 0.0%
Value ($000) $358 Shares 3,855 Est. Cost $81.88 Unrealized
ABBV ABBVIE INC. 0.0%
Value ($000) $350 Shares 3,262 Est. Cost $71.79 Unrealized +10.0%
SCHE SCHWAB EMERGING MARKET ETF 0.0%
Value ($000) $347 Shares 11,329 Est. Cost $25.84 Unrealized
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $336 Shares 3,000 Est. Cost $78.00 Unrealized
CFG CITIZENS FINL GROUP 0.0%
Value ($000) $322 Shares 9,000 Est. Cost $17.73 Unrealized +42.6%
VBK VANGUARD SMALL CAP GROWTH 0.0%
Value ($000) $319 Shares 1,193 Est. Cost $198.86 Unrealized
UPS UNITED PARCEL SERVICE-CL B 0.0%
Value ($000) $317 Shares 1,880 Est. Cost $79.74 Unrealized +71.7%
EMCLAIRE FINANCIAL CORP 0.0%
Value ($000) $314 Shares 10,260 Est. Cost $25.15 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $310 Shares 13,960 Est. Cost $23.28 Unrealized -12.5%
ZM ZOOM VIDEO COMMUNICATIONS-A 0.0%
Value ($000) $310 Shares 920 Est. Cost $179.93 Unrealized +147.8%
HON HONEYWELL INTL 0.0%
Value ($000) $297 Shares 1,397 Est. Cost $117.88 Unrealized +38.9%
ISHARES GOLD TRUST 0.0%
Value ($000) $286 Shares 15,767 Est. Cost $12.01 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $284 Shares 1,610 Est. Cost $125.00 Unrealized +18.0%
SCHG SCHWAB US LARGE CAP GROWTH 0.0%
Value ($000) $276 Shares 2,150 Est. Cost $79.55 Unrealized
STANDARD AVB FINL 0.0%
Value ($000) $273 Shares 8,392 Est. Cost $32.65 Unrealized
CCI CROWN CASTLE INTERNATIONAL CORP 0.0%
Value ($000) $268 Shares 1,685 Est. Cost $129.05 Unrealized -1.0%
LINDE PLC 0.0%
Value ($000) $266 Shares 1,010 Est. Cost $211.88 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE 0.0%
Value ($000) $265 Shares 4,766 Est. Cost $42.65 Unrealized
WMT WAL-MART STORES 0.0%
Value ($000) $264 Shares 1,833 Est. Cost $38.07 Unrealized +18.9%
PFXF VANECK VECTORS PFD. SEC. EX-FINAN 0.0%
Value ($000) $263 Shares 12,800 Est. Cost $18.28 Unrealized
HALL OF FAME RESORT & ENTERTAINMENT CO 0.0%
Value ($000) $257 Shares 209,244 Est. Cost $2.49 Unrealized
BOX BOX INC CL A 0.0%
Value ($000) $253 Shares 14,000 Est. Cost $11.35 Unrealized +53.5%
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $247 Shares 6,854 Est. Cost $29.76 Unrealized
BP BP PLC - SPONS ADR 0.0%
Value ($000) $236 Shares 11,494 Est. Cost $17.49 Unrealized
PPG PPG INDUSTRIES 0.0%
Value ($000) $226 Shares 1,568 Est. Cost $125.98 Unrealized 0.0%
BAC BANK OF AMERICA 0.0%
Value ($000) $224 Shares 7,375 Est. Cost $23.66 Unrealized 0.0%
CCL CARNIVAL CORP. 0.0%
Value ($000) $217 Shares 10,000 Est. Cost $17.78 Unrealized 0.0%
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $217 Shares 17,331 Est. Cost $14.85 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY 0.0%
Value ($000) $217 Shares 2,530 Est. Cost $61.65 Unrealized +9.3%
SCHM SCHWAB U.S. MID CAP 0.0%
Value ($000) $216 Shares 3,175 Est. Cost $68.03 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $214 Shares 2,500 Est. Cost $73.42 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 INDEX 0.0%
Value ($000) $211 Shares 1,075 Est. Cost $196.28 Unrealized
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $211 Shares 1,500 Est. Cost $20.01 Unrealized +28.7%
GENPREX INC 0.0%
Value ($000) $208 Shares 50,000 Est. Cost $3.14 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $207 Shares 1,937 Est. Cost $85.15 Unrealized 0.0%
MKC MCCORMICK & CO 0.0%
Value ($000) $206 Shares 2,150 Est. Cost $86.24 Unrealized -1.7%
PUTNAM MUNI OPPORT TRUST 0.0%
Value ($000) $205 Shares 15,000 Est. Cost $11.71 Unrealized
ADBE ADOBE SYSTEMS INC. 0.0%
Value ($000) $203 Shares 405 Est. Cost $483.11 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $203 Shares 885 Est. Cost $196.32 Unrealized 0.0%
COVETRUS INC 0.0%
Value ($000) $201 Shares 7,000 Est. Cost $28.71 Unrealized
NUVEEN AZ QUALITY MUNI 0.0%
Value ($000) $159 Shares 10,000 Est. Cost $14.70 Unrealized
CWGL CRIMSON WINE GROUP LTD 0.0%
Value ($000) $158 Shares 29,546 Est. Cost $8.73 Unrealized -42.1%
VYNE THERAPEUTICS INC 0.0%
Value ($000) $79 Shares 50,000 Est. Cost $1.58 Unrealized
THERATECHNOLOGIES INC 0.0%
Value ($000) $38 Shares 15,000 Est. Cost $0.28 Unrealized
LIBERTY HEALTH SCIENCES INC. 0.0%
Value ($000) $12 Shares 15,000 Est. Cost $0.80 Unrealized
MAKARA MNG ORD 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.50 Unrealized