STALEY CAPITAL ADVISERS INC Diversified Active

CIK: 0001106565 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $1,979,897 (100.0% shares, 0.0% debt)

Holdings (180)

MSFT MICROSOFT CORP 7.5%
Value ($000) $149,392 Shares 484,551 Est. Cost $30.11 Unrealized +867.8%
IWF RUSSELL 1000 GROWTH 6.6%
Value ($000) $130,503 Shares 470,061 Est. Cost $25.68 Unrealized
QCOM QUALCOMM INC. 5.7%
Value ($000) $112,254 Shares 734,549 Est. Cost $47.82 Unrealized +221.2%
GOOG ALPHABET C 4.3%
Value ($000) $86,030 Shares 30,802 Est. Cost $55.26 Unrealized +144.2%
CVS CVS HEALTH CORP 4.2%
Value ($000) $82,357 Shares 813,723 Est. Cost $52.76 Unrealized +74.4%
BRK/B BERKSHIRE HATHAWAY B 3.7%
Value ($000) $72,728 Shares 206,081 Est. Cost $140.60 Unrealized +130.1%
JPM J.P. MORGAN CHASE 3.2%
Value ($000) $63,819 Shares 468,159 Est. Cost $47.37 Unrealized +182.2%
CVX CHEVRON CORP 3.2%
Value ($000) $63,258 Shares 388,493 Est. Cost $71.91 Unrealized +70.7%
PFE PFIZER INC 3.2%
Value ($000) $63,135 Shares 1,219,530 Est. Cost $20.18 Unrealized +110.5%
FDX FEDEX CORP 2.6%
Value ($000) $52,151 Shares 225,381 Est. Cost $146.50 Unrealized +47.5%
GM GENERAL MOTORS 2.5%
Value ($000) $50,189 Shares 1,147,433 Est. Cost $51.17 Unrealized -5.9%
DD DU PONT 2.5%
Value ($000) $50,117 Shares 681,126 Est. Cost $23.41 Unrealized +28.5%
CSCO CISCO SYSTEMS 2.4%
Value ($000) $46,689 Shares 837,313 Est. Cost $19.87 Unrealized +153.0%
FISV FISERV INC 2.3%
Value ($000) $45,546 Shares 449,170 Est. Cost $101.41 Unrealized -0.2%
JNJ JOHNSON&JOHNSON 2.3%
Value ($000) $44,620 Shares 251,763 Est. Cost $80.10 Unrealized +89.5%
GLW CORNING, INC. 2.2%
Value ($000) $43,629 Shares 1,182,047 Est. Cost $14.43 Unrealized +142.0%
AMZN AMAZON.COM 2.2%
Value ($000) $42,885 Shares 13,155 Est. Cost $122.62 Unrealized +26.0%
GLD SPDR GOLD SHARES 2.0%
Value ($000) $40,453 Shares 223,930 Est. Cost $164.22 Unrealized
BA BOEING CO. 2.0%
Value ($000) $39,088 Shares 204,115 Est. Cost $240.00 Unrealized -16.4%
LQDT LIQUIDITY SERVICES 1.9%
Value ($000) $37,835 Shares 2,210,000 Est. Cost $9.80 Unrealized +84.3%
VWO VANGUARD EMERG. MARKETS ETF 1.8%
Value ($000) $35,395 Shares 767,288 Est. Cost $41.91 Unrealized
OKTA OKTA INC 1.7%
Value ($000) $34,432 Shares 228,084 Est. Cost $240.11 Unrealized -25.3%
MINT PIMCO ENHANCED SHORT MATURITY 1.6%
Value ($000) $32,623 Shares 325,705 Est. Cost $101.60 Unrealized
GDX VANECK VECTORS GOLD MINERS 1.5%
Value ($000) $28,797 Shares 750,901 Est. Cost $29.74 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $26,880 Shares 153,943 Est. Cost $88.18 Unrealized +86.9%
CTVA CORTEVA INC 1.3%
Value ($000) $24,877 Shares 432,791 Est. Cost $25.23 Unrealized +94.1%
INTC INTEL CORP 1.2%
Value ($000) $24,038 Shares 485,038 Est. Cost $23.07 Unrealized +100.2%
VZ VERIZON COMM. 1.2%
Value ($000) $23,100 Shares 453,477 Est. Cost $31.39 Unrealized +32.2%
DISCOVERY INC C 1.0%
Value ($000) $20,527 Shares 822,080 Est. Cost $36.05 Unrealized
TWI TITAN INTL INC 1.0%
Value ($000) $19,517 Shares 1,325,000 Est. Cost $11.36 Unrealized +2.9%
PM PHILIP MORRIS INTL. 0.9%
Value ($000) $17,682 Shares 188,230 Est. Cost $51.55 Unrealized +60.6%
OPCH OPTION CARE HEALTH ORD 0.9%
Value ($000) $17,136 Shares 600,000 Est. Cost $15.54 Unrealized +61.5%
C CITIGROUP 0.8%
Value ($000) $15,812 Shares 296,111 Est. Cost $52.24 Unrealized +2.4%
WMT WALMART INC. 0.7%
Value ($000) $14,337 Shares 96,274 Est. Cost $43.40 Unrealized +2.8%
EFG ISHARES EAFE GROWTH ETF 0.7%
Value ($000) $13,523 Shares 140,468 Est. Cost $69.29 Unrealized
VTV VANGUARD VALUE INDEX 0.7%
Value ($000) $13,460 Shares 91,079 Est. Cost $99.43 Unrealized
VEA VANGUARD DEV. MARKETS ETF 0.6%
Value ($000) $12,302 Shares 256,139 Est. Cost $40.34 Unrealized
ESGU ISHARES ESG MSCI USA ETF 0.6%
Value ($000) $11,975 Shares 118,150 Est. Cost $91.58 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.6%
Value ($000) $11,648 Shares 149,165 Est. Cost $81.29 Unrealized
DUN & BRADSTREET 0.6%
Value ($000) $11,388 Shares 650,000 Est. Cost $17.26 Unrealized
DOW DOW INC 0.6%
Value ($000) $10,948 Shares 171,808 Est. Cost $37.11 Unrealized +30.1%
TJX TJX COS INC 0.5%
Value ($000) $10,133 Shares 167,270 Est. Cost $52.39 Unrealized +20.7%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $9,004 Shares 37,859 Est. Cost $178.57 Unrealized
EFV ISHARES MSCI EAFE VALUE 0.4%
Value ($000) $8,407 Shares 167,280 Est. Cost $43.36 Unrealized
NEAR ISHARES SHORT MATURITY BOND 0.4%
Value ($000) $7,926 Shares 159,900 Est. Cost $50.19 Unrealized
VB VANGUARD SMALL-CAP ETF 0.4%
Value ($000) $7,644 Shares 35,967 Est. Cost $178.89 Unrealized
SHM SPDR SHORT TERM MUNICIPAL 0.4%
Value ($000) $7,087 Shares 149,743 Est. Cost $49.40 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $7,071 Shares 25,915 Est. Cost $16.01 Unrealized +56.4%
VISN COMMSCOPE HOLDING CO. INC. 0.3%
Value ($000) $6,492 Shares 823,900 Est. Cost $15.35 Unrealized -40.4%
MDY SPDR S&P 400 MIDCAP 0.3%
Value ($000) $6,382 Shares 13,012 Est. Cost $280.48 Unrealized
MLTX HELIX ACQUISITION CORP ORDINARY SHARES - CLASS A 0.3%
Value ($000) $6,350 Shares 580,000 Est. Cost $9.85 Unrealized
GOOGL ALPHABET A 0.3%
Value ($000) $5,952 Shares 2,140 Est. Cost $135.16 Unrealized -0.3%
LYFT LYFT INC 0.3%
Value ($000) $5,682 Shares 147,973 Est. Cost $54.63 Unrealized -28.3%
IYW ISHARES U.S. TECH ETF 0.3%
Value ($000) $5,473 Shares 53,113 Est. Cost $107.51 Unrealized
QURATE RETAIL INC 0.3%
Value ($000) $5,430 Shares 63,131 Est. Cost $104.13 Unrealized
QURATE RETAIL INC 0.3%
Value ($000) $5,236 Shares 1,100,000 Est. Cost $9.51 Unrealized
SPG SIMON PROPERTY GROUP INC 0.3%
Value ($000) $5,210 Shares 39,600 Est. Cost $80.26 Unrealized +42.6%
VGK VANGUARD EUROPE ETF 0.2%
Value ($000) $4,717 Shares 75,739 Est. Cost $68.23 Unrealized
VIG VANGUARD DIV. APPRECIATION ETF 0.2%
Value ($000) $4,662 Shares 28,748 Est. Cost $124.08 Unrealized
SPSB SPDR SHORT-TERM CORPORATE BOND 0.2%
Value ($000) $4,314 Shares 143,165 Est. Cost $30.89 Unrealized
FORA FORIAN ORD 0.2%
Value ($000) $4,176 Shares 600,000 Est. Cost $7.58 Unrealized -2.6%
TWLO TWILIO INC CL A 0.2%
Value ($000) $3,708 Shares 22,500 Est. Cost $37.47 Unrealized +386.3%
XBI SPDR S&P BIOTECH 0.2%
Value ($000) $3,671 Shares 40,842 Est. Cost $89.88 Unrealized
XLK SPDR-TECHNOLOGY 0.2%
Value ($000) $3,496 Shares 22,000 Est. Cost $59.09 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $3,444 Shares 46,788 Est. Cost $60.11 Unrealized
VTIP VANGUARD S-T INFLATION PROT. TREASURY 0.2%
Value ($000) $3,344 Shares 65,300 Est. Cost $49.40 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $3,277 Shares 27,684 Est. Cost $81.94 Unrealized +40.8%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.2%
Value ($000) $3,233 Shares 85,000 Est. Cost $36.42 Unrealized
DIS WALT DISNEY CO. 0.2%
Value ($000) $3,161 Shares 23,047 Est. Cost $116.86 Unrealized +20.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $2,893 Shares 52,083 Est. Cost $47.15 Unrealized
EMCLAIRE FINANCIAL CORP 0.1%
Value ($000) $2,854 Shares 76,054 Est. Cost $32.83 Unrealized
AR ANTERO RES CORP 0.1%
Value ($000) $2,804 Shares 91,830 Est. Cost $37.80 Unrealized -40.6%
ATARA BIOTHERAPEUTICS INC 0.1%
Value ($000) $2,787 Shares 300,000 Est. Cost $13.52 Unrealized
KKR KKR & CO LP 0.1%
Value ($000) $2,637 Shares 45,100 Est. Cost $23.80 Unrealized +155.9%
TTEK TETRA TECH INC 0.1%
Value ($000) $2,474 Shares 15,000 Est. Cost $27.46 Unrealized +12.1%
VUG VANGUARD GROWTH 0.1%
Value ($000) $2,306 Shares 8,017 Est. Cost $124.24 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $2,059 Shares 13,759 Est. Cost $99.99 Unrealized
SUSB ISHARES ESG 1-5 YEAR USD CORP BOND ETF 0.1%
Value ($000) $2,020 Shares 82,000 Est. Cost $25.98 Unrealized
IBM INTL. BUS. MACHINES 0.1%
Value ($000) $1,937 Shares 14,897 Est. Cost $110.66 Unrealized +1.3%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $1,914 Shares 42,383 Est. Cost $39.18 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $1,910 Shares 12,501 Est. Cost $94.80 Unrealized +49.9%
SHY ISHARES 1-3 YR TREASURY 0.1%
Value ($000) $1,723 Shares 20,675 Est. Cost $84.55 Unrealized
SCHB SCHWAB U.S. BROAD MARKET 0.1%
Value ($000) $1,652 Shares 30,944 Est. Cost $55.52 Unrealized
CFG CITIZENS FINL GROUP 0.1%
Value ($000) $1,651 Shares 36,423 Est. Cost $33.59 Unrealized +29.0%
FLOT ISHARES FLOATING RATE NOTE 0.1%
Value ($000) $1,601 Shares 31,700 Est. Cost $50.85 Unrealized
BSV VANGUARD S/T BOND 0.1%
Value ($000) $1,569 Shares 20,141 Est. Cost $79.79 Unrealized
UBSI UNITED BANKSHARES 0.1%
Value ($000) $1,568 Shares 44,946 Est. Cost $32.07 Unrealized +13.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,515 Shares 6,800 Est. Cost $59.60 Unrealized +228.0%
PEP PEPSICO INC 0.1%
Value ($000) $1,476 Shares 8,821 Est. Cost $83.78 Unrealized +77.1%
ESGE ISHARE ESG AWARE MSCI EM ETF 0.1%
Value ($000) $1,359 Shares 37,000 Est. Cost $43.30 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $1,287 Shares 3,600 Est. Cost $93.13 Unrealized +277.5%
VV VANGUARD LARGE CAP ETF 0.1%
Value ($000) $1,276 Shares 6,120 Est. Cost $135.19 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $1,247 Shares 2,762 Est. Cost $278.93 Unrealized
COR AMERISOURCEBERGEN 0.1%
Value ($000) $1,236 Shares 7,987 Est. Cost $98.33 Unrealized +38.5%
NEM NEWMONT CORPORATION 0.1%
Value ($000) $1,231 Shares 15,500 Est. Cost $60.03 Unrealized 0.0%
VCIT VANGUARD INTER-TERM CORP BOND 0.1%
Value ($000) $1,222 Shares 14,203 Est. Cost $94.07 Unrealized
SCHO SCHWAB S/T U.S. TREAS 0.1%
Value ($000) $1,217 Shares 24,565 Est. Cost $50.58 Unrealized
PFF ISHARES PREFERRED STOCK 0.1%
Value ($000) $1,191 Shares 32,700 Est. Cost $36.35 Unrealized
HD HOME DEPOT INC. 0.1%
Value ($000) $1,187 Shares 3,967 Est. Cost $201.10 Unrealized +56.1%
VEU VANGUARD ALL-WORLD EX-US 0.1%
Value ($000) $1,185 Shares 20,585 Est. Cost $47.56 Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.1%
Value ($000) $1,128 Shares 35,900 Est. Cost $28.25 Unrealized
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $1,111 Shares 102,199 Est. Cost $4.41 Unrealized +73.4%
CHKP CHECK POINT SOFTWARE 0.0%
Value ($000) $963 Shares 6,963 Est. Cost $121.79 Unrealized +7.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $919 Shares 5,226 Est. Cost $135.76 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $889 Shares 5,358 Est. Cost $91.70 Unrealized
HSIC HENRY SCHEIN 0.0%
Value ($000) $887 Shares 10,178 Est. Cost $50.89 Unrealized +60.0%
NEUBERGER BRMN. MLP INCOME 0.0%
Value ($000) $874 Shares 135,700 Est. Cost $5.38 Unrealized
NUVEEN MUNI VALUE 0.0%
Value ($000) $873 Shares 91,100 Est. Cost $9.84 Unrealized
FMC F M C CORP 0.0%
Value ($000) $791 Shares 6,014 Est. Cost $52.10 Unrealized +96.7%
DLN WISDOMTREE LARGECAP DIV 0.0%
Value ($000) $760 Shares 11,562 Est. Cost $63.11 Unrealized
PNC PNC FINANCIAL 0.0%
Value ($000) $757 Shares 4,106 Est. Cost $68.35 Unrealized +154.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $733 Shares 2,200 Est. Cost $99.10 Unrealized +215.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $693 Shares 2,773 Est. Cost $120.08 Unrealized
XOM EXXON MOBIL 0.0%
Value ($000) $656 Shares 7,943 Est. Cost $52.40 Unrealized +29.6%
STBA S & T BANCORP INC 0.0%
Value ($000) $653 Shares 22,073 Est. Cost $29.92 Unrealized +5.0%
MRK MERCK & CO. INC. 0.0%
Value ($000) $608 Shares 7,409 Est. Cost $54.87 Unrealized +27.3%
MO ALTRIA GROUP INC. 0.0%
Value ($000) $605 Shares 11,578 Est. Cost $20.36 Unrealized +82.4%
LOW LOWE'S COMPANIES 0.0%
Value ($000) $586 Shares 2,900 Est. Cost $58.89 Unrealized +262.3%
IJR ISHARES S&P SMALL-CAP ETF 0.0%
Value ($000) $583 Shares 5,400 Est. Cost $80.53 Unrealized
SWKS SKYWORKS SOLUTIONS INC. 0.0%
Value ($000) $533 Shares 4,000 Est. Cost $85.04 Unrealized +47.1%
META FACEBOOK 0.0%
Value ($000) $520 Shares 2,340 Est. Cost $357.67 Unrealized -30.6%
PH PARKER HANNIFIN 0.0%
Value ($000) $508 Shares 1,792 Est. Cost $291.08 Unrealized -1.7%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $492 Shares 964 Est. Cost $274.79 Unrealized +64.2%
MATINAS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $483 Shares 600,000 Est. Cost $1.00 Unrealized
HERO GLOBAL X VIDEO GAMES ESPORTS ETF 0.0%
Value ($000) $472 Shares 18,800 Est. Cost $31.06 Unrealized
V VISA INC CL A 0.0%
Value ($000) $465 Shares 2,098 Est. Cost $114.21 Unrealized +83.9%
TWITTER INC 0.0%
Value ($000) $464 Shares 12,000 Est. Cost $21.26 Unrealized
NKE NIKE INC. CL B 0.0%
Value ($000) $444 Shares 3,300 Est. Cost $64.30 Unrealized +105.2%
GE GENERAL ELECTRIC 0.0%
Value ($000) $443 Shares 4,840 Est. Cost $62.95 Unrealized -7.0%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $410 Shares 8,300 Est. Cost $50.00 Unrealized
BOX BOX INC CL A 0.0%
Value ($000) $407 Shares 14,000 Est. Cost $11.35 Unrealized +131.8%
UPS UNITED PARCEL SERVICE-CL B 0.0%
Value ($000) $403 Shares 1,880 Est. Cost $79.74 Unrealized +122.2%
ABBV ABBVIE INC. 0.0%
Value ($000) $399 Shares 2,462 Est. Cost $72.55 Unrealized +74.2%
DFAT DIMENSIONAL U S TARGETED VALUE ETF 0.0%
Value ($000) $396 Shares 8,511 Est. Cost $44.78 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $372 Shares 10,929 Est. Cost $23.86 Unrealized +21.5%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $366 Shares 1,610 Est. Cost $187.71 Unrealized +4.9%
LANNETT INC 0.0%
Value ($000) $366 Shares 465,145 Est. Cost $5.81 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $357 Shares 3,568 Est. Cost $47.19 Unrealized +68.8%
FIS FIDELTIY NATL INFO SVC 0.0%
Value ($000) $351 Shares 3,500 Est. Cost $117.12 Unrealized -19.0%
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $350 Shares 1,500 Est. Cost $20.01 Unrealized +106.2%
MDLZ MONDELEZ INTL 0.0%
Value ($000) $347 Shares 5,524 Est. Cost $27.02 Unrealized +117.0%
AMGN AMGEN INC 0.0%
Value ($000) $342 Shares 1,412 Est. Cost $199.79 Unrealized +1.8%
MDYV SPDR S&P 400 MID CAP VALUE 0.0%
Value ($000) $340 Shares 4,826 Est. Cost $43.01 Unrealized
TRISTATE CAP 0.0%
Value ($000) $332 Shares 10,000 Est. Cost $21.14 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $325 Shares 13,960 Est. Cost $31.06 Unrealized -25.0%
LINDE PLC 0.0%
Value ($000) $323 Shares 1,010 Est. Cost $211.88 Unrealized
NUVEEN NY AMT-FREE MUN 0.0%
Value ($000) $322 Shares 26,500 Est. Cost $12.87 Unrealized
SCHE SCHWAB EMERGING MARKET ETF 0.0%
Value ($000) $308 Shares 11,089 Est. Cost $25.84 Unrealized
BAC BANK OF AMERICA 0.0%
Value ($000) $293 Shares 7,105 Est. Cost $25.80 Unrealized +58.2%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $290 Shares 7,883 Est. Cost $33.74 Unrealized
VBK VANGUARD SMALL CAP GROWTH 0.0%
Value ($000) $280 Shares 1,129 Est. Cost $202.23 Unrealized
PFXF VANECK VECTORS PFD. SEC. EX-FINAN 0.0%
Value ($000) $263 Shares 12,800 Est. Cost $18.28 Unrealized
T AT&T CORP. 0.0%
Value ($000) $260 Shares 10,996 Est. Cost $16.07 Unrealized -7.2%
BIV VANGUARD INTERM-TERM BOND 0.0%
Value ($000) $252 Shares 3,075 Est. Cost $82.67 Unrealized
NUVEEN PA INV QUALITY MUNI 0.0%
Value ($000) $250 Shares 18,516 Est. Cost $12.51 Unrealized
SCHM SCHWAB U.S. MID CAP 0.0%
Value ($000) $241 Shares 3,176 Est. Cost $68.03 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $239 Shares 5,191 Est. Cost $30.66 Unrealized +8.6%
PSX PHILLIPS 66 0.0%
Value ($000) $237 Shares 2,740 Est. Cost $72.84 Unrealized 0.0%
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $237 Shares 6,454 Est. Cost $29.76 Unrealized
PPG PPG INDUSTRIES 0.0%
Value ($000) $232 Shares 1,768 Est. Cost $126.57 Unrealized +5.8%
TSLA TSLA 0.0%
Value ($000) $231 Shares 214 Est. Cost $335.39 Unrealized -7.1%
SLB SCHLUMBERGER 0.0%
Value ($000) $230 Shares 5,556 Est. Cost $42.29 Unrealized -15.1%
HON HONEYWELL INTL 0.0%
Value ($000) $229 Shares 1,178 Est. Cost $117.88 Unrealized +44.5%
IWM ISHARES RUSSELL 2000 INDEX 0.0%
Value ($000) $224 Shares 1,090 Est. Cost $196.41 Unrealized
PAYX PAYCHEX INC. 0.0%
Value ($000) $218 Shares 1,600 Est. Cost $109.87 Unrealized -0.1%
VYMI VANGUARD INTL HI DIV YLD IDX ETF 0.0%
Value ($000) $216 Shares 3,200 Est. Cost $65.31 Unrealized
MKC MCCORMICK & CO 0.0%
Value ($000) $215 Shares 2,152 Est. Cost $77.71 Unrealized +15.3%
IGSB ISHARES SHORT-TERM CORP 0.0%
Value ($000) $215 Shares 4,150 Est. Cost $78.42 Unrealized
IVV ISHARES TR S&P 500 INDEX 0.0%
Value ($000) $212 Shares 467 Est. Cost $430.41 Unrealized
CWGL CRIMSON WINE GROUP LTD 0.0%
Value ($000) $209 Shares 25,827 Est. Cost $8.73 Unrealized -8.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $206 Shares 3,113 Est. Cost $124.37 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH 0.0%
Value ($000) $204 Shares 2,728 Est. Cost $77.16 Unrealized
PL PLANET LABS PBC CL A ORD 0.0%
Value ($000) $152 Shares 30,000 Est. Cost $9.47 Unrealized -41.8%
PUTNAM MUNI OPPORT TRUST 0.0%
Value ($000) $146 Shares 12,500 Est. Cost $11.71 Unrealized
NUVEEN AZ QUALITY MUNI 0.0%
Value ($000) $136 Shares 10,000 Est. Cost $14.70 Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $135 Shares 11,521 Est. Cost $14.85 Unrealized
GENPREX INC 0.0%
Value ($000) $113 Shares 50,000 Est. Cost $3.14 Unrealized
VYNE THERAPEUTICS INC 0.0%
Value ($000) $41 Shares 62,500 Est. Cost $3.92 Unrealized
THERATECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 15,000 Est. Cost $0.28 Unrealized
MAKARA MNG ORD 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.50 Unrealized