STALEY CAPITAL ADVISERS INC Diversified Active

CIK: 0001106565 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value ($000): $2,009,533 (100.0% shares, 0.0% debt)

Holdings (180)

MSFT MICROSOFT CORP 7.9%
Value ($000) $158,954 Shares 422,706 Est. Cost $30.11 Unrealized +1063.7%
IWF iSHARES RUSSELL 1000 GROWTH 6.6%
Value ($000) $131,959 Shares 435,263 Est. Cost $25.68 Unrealized
QCOM QUALCOMM INC. 5.6%
Value ($000) $112,014 Shares 774,484 Est. Cost $50.37 Unrealized +134.9%
GOOG ALPHABET C 4.6%
Value ($000) $92,602 Shares 657,079 Est. Cost $107.45 Unrealized +25.3%
JPM J.P. MORGAN CHASE 4.2%
Value ($000) $83,952 Shares 493,543 Est. Cost $50.07 Unrealized +189.4%
BRK/B BERKSHIRE HATH B 3.7%
Value ($000) $73,670 Shares 206,556 Est. Cost $142.40 Unrealized +146.5%
CVS CVS HEALTH CORP 3.6%
Value ($000) $71,612 Shares 906,936 Est. Cost $54.33 Unrealized +20.4%
BA BOEING CO. 3.5%
Value ($000) $69,641 Shares 267,173 Est. Cost $219.36 Unrealized -2.5%
FISV FISERV INC 3.1%
Value ($000) $63,025 Shares 474,444 Est. Cost $101.04 Unrealized +21.5%
CVX CHEVRON CORP 3.0%
Value ($000) $60,048 Shares 402,574 Est. Cost $77.49 Unrealized +77.8%
FDX FEDEX CORP 2.7%
Value ($000) $54,381 Shares 214,970 Est. Cost $149.72 Unrealized +61.9%
DD DU PONT 2.6%
Value ($000) $51,642 Shares 671,285 Est. Cost $23.45 Unrealized +23.7%
GENERAL MOTORS 2.4%
Value ($000) $48,575 Shares 1,352,298 Est. Cost $38.26 Unrealized
AMZN AMAZON.COM 2.4%
Value ($000) $48,487 Shares 319,119 Est. Cost $123.73 Unrealized +13.3%
JNJ JOHNSON&JOHNSON 2.3%
Value ($000) $45,243 Shares 288,650 Est. Cost $89.51 Unrealized +60.4%
SPDR GOLD SHARES 2.1%
Value ($000) $41,358 Shares 216,341 Est. Cost $154.67 Unrealized
CSCO CISCO SYSTEMS 1.9%
Value ($000) $37,566 Shares 743,589 Est. Cost $19.87 Unrealized +141.4%
PFE PFIZER INC 1.9%
Value ($000) $37,558 Shares 1,304,550 Est. Cost $21.71 Unrealized +21.6%
LQDT LIQUIDITY SERVICES 1.8%
Value ($000) $35,677 Shares 2,073,010 Est. Cost $10.00 Unrealized +90.4%
GLW CORNING, INC. 1.7%
Value ($000) $35,105 Shares 1,152,885 Est. Cost $14.92 Unrealized +81.8%
IFF INTL FLAV/FRAG. 1.6%
Value ($000) $32,967 Shares 407,145 Est. Cost $70.55 Unrealized -2.5%
INTC INTEL CORP 1.6%
Value ($000) $32,611 Shares 648,967 Est. Cost $25.17 Unrealized +59.1%
AAPL APPLE INC 1.6%
Value ($000) $31,348 Shares 162,821 Est. Cost $91.24 Unrealized +100.4%
VWO VANGUARD EMERG. MARKETS ETF 1.3%
Value ($000) $26,544 Shares 645,846 Est. Cost $41.03 Unrealized
CTVA CORTEVA INC. 1.3%
Value ($000) $26,343 Shares 549,737 Est. Cost $30.91 Unrealized +50.6%
DIS WALT DISNEY CO. 1.2%
Value ($000) $24,196 Shares 267,984 Est. Cost $97.23 Unrealized -11.3%
VANECK VECTORS GOLD MINERS 1.1%
Value ($000) $22,769 Shares 734,247 Est. Cost $27.42 Unrealized
OKTA OKTA INC 1.1%
Value ($000) $22,289 Shares 246,207 Est. Cost $228.61 Unrealized -66.6%
TJX TJX COS INC 0.9%
Value ($000) $18,528 Shares 197,510 Est. Cost $53.49 Unrealized +63.1%
OPCH OPTION CARE HEALTH INC COM NEW 0.8%
Value ($000) $16,845 Shares 500,000 Est. Cost $15.54 Unrealized +97.7%
VTV VANGUARD VALUE 0.8%
Value ($000) $16,170 Shares 108,158 Est. Cost $92.68 Unrealized
C CITIGROUP 0.8%
Value ($000) $15,633 Shares 303,901 Est. Cost $50.06 Unrealized -17.4%
TWI TITAN INTL INC 0.7%
Value ($000) $14,508 Shares 975,000 Est. Cost $11.33 Unrealized +16.2%
VO VANGUARD MID CAP 0.7%
Value ($000) $14,130 Shares 60,737 Est. Cost $179.33 Unrealized
WBD WB DISCOVERY 0.7%
Value ($000) $13,573 Shares 1,192,700 Est. Cost $18.01 Unrealized -40.1%
EFG iSHARES EAFE GROWTH ETF 0.7%
Value ($000) $13,170 Shares 135,983 Est. Cost $69.43 Unrealized
NVDA NVIDIA CORP 0.6%
Value ($000) $12,989 Shares 26,229 Est. Cost $16.01 Unrealized +189.3%
PM PHILIP MORRIS INTl. 0.6%
Value ($000) $12,799 Shares 136,041 Est. Cost $51.55 Unrealized +62.4%
VMBS VANGUARD MBS ETF 0.6%
Value ($000) $12,751 Shares 275,050 Est. Cost $44.80 Unrealized
VB VANGUARD SMALL-CAP ETF 0.6%
Value ($000) $12,092 Shares 56,683 Est. Cost $159.84 Unrealized
MRCY MERCURY SYSTEMS 0.6%
Value ($000) $11,941 Shares 326,531 Est. Cost $39.92 Unrealized -9.6%
VANGUARD INTERM. TREASURY 0.6%
Value ($000) $11,862 Shares 199,970 Est. Cost $41.66 Unrealized
VEA VANGUARD DEVELOP. MARKETS ETF 0.6%
Value ($000) $11,267 Shares 235,216 Est. Cost $38.28 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.5%
Value ($000) $10,889 Shares 140,740 Est. Cost $77.05 Unrealized
ESGU iSHARES ESG AWARE USA 0.5%
Value ($000) $10,506 Shares 100,135 Est. Cost $89.58 Unrealized
SPG SIMON PROPERTY GROUP INC 0.5%
Value ($000) $9,377 Shares 65,741 Est. Cost $84.60 Unrealized +28.0%
DOW DOW CHEMICAL 0.5%
Value ($000) $9,097 Shares 165,881 Est. Cost $38.07 Unrealized +17.3%
VZ VERIZON COMM. 0.4%
Value ($000) $8,114 Shares 215,214 Est. Cost $31.39 Unrealized -1.2%
DUN & BRADSTREET HOLDINGS INC. 0.4%
Value ($000) $7,605 Shares 650,000 Est. Cost $11.57 Unrealized
BND VANGUARD TOTAL BOND MARKET 0.4%
Value ($000) $7,509 Shares 102,095 Est. Cost $70.24 Unrealized
EFV iSHARES EAFE VALUE ETF 0.3%
Value ($000) $6,586 Shares 126,418 Est. Cost $43.37 Unrealized
MDY SPDR S&P 400 MIDCAP 0.3%
Value ($000) $6,224 Shares 12,267 Est. Cost $280.48 Unrealized
ALPHABET A 0.3%
Value ($000) $6,080 Shares 43,521 Est. Cost $193.01 Unrealized
EEM iSHARES EMERGING MARKETS 0.3%
Value ($000) $6,074 Shares 151,050 Est. Cost $17.19 Unrealized
NEAR iSHARES SHORT MATURITY BOND 0.3%
Value ($000) $5,615 Shares 111,150 Est. Cost $45.06 Unrealized
VIG VANGUARD DIV. APPRECIATION ETF 0.2%
Value ($000) $4,745 Shares 27,848 Est. Cost $127.32 Unrealized
IYW ISHARES U.S. TECH ETF 0.2%
Value ($000) $4,579 Shares 37,300 Est. Cost $107.51 Unrealized
XLK SPDR-TECHNOLOGY 0.2%
Value ($000) $4,235 Shares 22,000 Est. Cost $56.86 Unrealized
IBM IBM 0.2%
Value ($000) $3,802 Shares 23,247 Est. Cost $117.97 Unrealized +19.9%
KKR KKR & CO 0.2%
Value ($000) $3,728 Shares 45,000 Est. Cost $23.80 Unrealized +180.9%
EFA iSHARES DEVELOPED MARKETS 0.2%
Value ($000) $3,466 Shares 46,000 Est. Cost $60.11 Unrealized
VTIP VANGUARD S-T TIPS 0.2%
Value ($000) $3,270 Shares 68,850 Est. Cost $47.49 Unrealized
FORA FORIAN INC COM 0.2%
Value ($000) $3,241 Shares 1,108,003 Est. Cost $5.83 Unrealized -55.9%
COMMSCOPE 0.2%
Value ($000) $3,134 Shares 1,111,200 Est. Cost $5.74 Unrealized
NULV NUVEEN ESG LARGE CAP VALUE 0.2%
Value ($000) $3,052 Shares 85,000 Est. Cost $35.96 Unrealized
SPSB SPDR SHORT-TERM CORPORATE BOND 0.1%
Value ($000) $2,834 Shares 95,165 Est. Cost $30.86 Unrealized
TETRA TECH INC 0.1%
Value ($000) $2,537 Shares 15,200 Est. Cost $126.84 Unrealized
FMNB FARMERS NATIONAL BANC COM 0.1%
Value ($000) $2,490 Shares 172,330 Est. Cost $11.74 Unrealized -6.7%
SCHG SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $2,435 Shares 43,170 Est. Cost $0.05 Unrealized
UBSI UNITED BANKSHARES 0.1%
Value ($000) $2,397 Shares 63,831 Est. Cost $32.64 Unrealized -2.7%
MA MASTERCARD INC 0.1%
Value ($000) $2,338 Shares 5,481 Est. Cost $186.62 Unrealized +112.8%
LYFT LYFT INC 0.1%
Value ($000) $2,218 Shares 147,973 Est. Cost $54.63 Unrealized -78.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $2,015 Shares 6,814 Est. Cost $59.60 Unrealized +321.5%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,984 Shares 4,543 Est. Cost $0.38 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDX 0.1%
Value ($000) $1,850 Shares 12,755 Est. Cost $99.99 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value ($000) $1,838 Shares 18,415 Est. Cost $101.60 Unrealized
VCIT VANGUARD INTER-TERM CORP BOND 0.1%
Value ($000) $1,813 Shares 22,310 Est. Cost $85.80 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $1,789 Shares 12,205 Est. Cost $95.56 Unrealized +47.1%
VEU VANGUARD TOTAL INTL. ETF 0.1%
Value ($000) $1,740 Shares 30,998 Est. Cost $30.99 Unrealized
SCHM SCHWAB U.S. MID CAP 0.1%
Value ($000) $1,738 Shares 23,069 Est. Cost $0.07 Unrealized
TWLO TWILIO INC 0.1%
Value ($000) $1,707 Shares 22,500 Est. Cost $37.47 Unrealized +66.3%
COR CENCORA 0.1%
Value ($000) $1,681 Shares 8,187 Est. Cost $100.37 Unrealized +91.0%
PEP PEPSICO INC 0.1%
Value ($000) $1,643 Shares 9,671 Est. Cost $90.99 Unrealized +69.0%
XBI SPDR S&P BIOTECH 0.1%
Value ($000) $1,635 Shares 18,315 Est. Cost $84.52 Unrealized
SUSB iSHARES ESG 1-5 YR CORPORATE 0.1%
Value ($000) $1,591 Shares 65,000 Est. Cost $25.98 Unrealized
VUG VANGUARD GROWTH 0.1%
Value ($000) $1,548 Shares 4,980 Est. Cost $111.03 Unrealized
VV VANGUARD LARGE CAP ETF 0.1%
Value ($000) $1,448 Shares 6,636 Est. Cost $145.92 Unrealized
HD HOME DEPOT INC. 0.1%
Value ($000) $1,440 Shares 4,154 Est. Cost $209.00 Unrealized +40.5%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $1,399 Shares 25,500 Est. Cost $48.10 Unrealized -0.3%
IJR ISHARES S&P SMALL-CAP ETF 0.1%
Value ($000) $1,387 Shares 12,812 Est. Cost $24.02 Unrealized
ISHARES FLOATING RATE NOTE 0.1%
Value ($000) $1,384 Shares 27,350 Est. Cost $49.91 Unrealized
SPDR SHORT TERM MUNICIPAL 0.1%
Value ($000) $1,362 Shares 28,500 Est. Cost $46.09 Unrealized
AR ANTERO RES CORP 0.1%
Value ($000) $1,338 Shares 59,000 Est. Cost $37.80 Unrealized -32.9%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $1,309 Shares 2,753 Est. Cost $266.99 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,234 Shares 11,214 Est. Cost $81.94 Unrealized +17.2%
SCHB SCHWAB U.S. BROAD MARKET 0.1%
Value ($000) $1,220 Shares 21,923 Est. Cost $55.52 Unrealized
CFG CITIZENS FINL 0.1%
Value ($000) $1,198 Shares 36,148 Est. Cost $33.59 Unrealized -24.9%
SNPS SYNOPSYS INC 0.1%
Value ($000) $1,133 Shares 2,200 Est. Cost $102.95 Unrealized +396.7%
KO COCA COLA CO 0.1%
Value ($000) $1,133 Shares 19,222 Est. Cost $53.26 Unrealized 0.0%
TSLA TESLA MOTORS 0.1%
Value ($000) $1,059 Shares 4,261 Est. Cost $199.96 Unrealized +18.9%
BUG GLOBAL X FDS CYBRSCURTY ETF 0.1%
Value ($000) $1,052 Shares 35,900 Est. Cost $28.25 Unrealized
V VISA INC CL A 0.1%
Value ($000) $1,048 Shares 4,027 Est. Cost $164.34 Unrealized +47.7%
FHI FEDERATED HERMES 0.1%
Value ($000) $1,016 Shares 30,017 Est. Cost $32.22 Unrealized -8.9%
VGK VANGUARD EUROPE ETF 0.0%
Value ($000) $994 Shares 15,419 Est. Cost $68.23 Unrealized
ESGE iSHARES ESG AWARE EMERGING MKT 0.0%
Value ($000) $962 Shares 30,000 Est. Cost $43.30 Unrealized
CRM SALESFORCE.COM 0.0%
Value ($000) $938 Shares 3,565 Est. Cost $168.68 Unrealized +32.6%
XOM EXXON MOBIL 0.0%
Value ($000) $936 Shares 9,358 Est. Cost $59.06 Unrealized +65.2%
CHECK POINT SOFTWARE 0.0%
Value ($000) $911 Shares 5,963 Est. Cost $125.62 Unrealized
MRK MERCK & CO. INC. 0.0%
Value ($000) $890 Shares 8,167 Est. Cost $58.28 Unrealized +66.1%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $888 Shares 4,935 Est. Cost $119.92 Unrealized
IWD iSHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $885 Shares 5,358 Est. Cost $91.70 Unrealized
QURATE RETAIL INC. QVC GROUP 0.0%
Value ($000) $876 Shares 1,000,000 Est. Cost $0.23 Unrealized
LOW LOWE'S COMPANIES 0.0%
Value ($000) $838 Shares 3,765 Est. Cost $95.87 Unrealized +103.1%
PH PARKER HANNIFIN 0.0%
Value ($000) $826 Shares 1,792 Est. Cost $291.08 Unrealized +39.9%
PNC PNC FINANCIAL 0.0%
Value ($000) $826 Shares 5,331 Est. Cost $83.24 Unrealized +44.1%
HSIC HENRY SCHEIN 0.0%
Value ($000) $823 Shares 10,868 Est. Cost $52.84 Unrealized +32.4%
TFC TRUIST FINL CORP 0.0%
Value ($000) $794 Shares 21,500 Est. Cost $35.88 Unrealized -21.3%
NEUBERGER BRMN. MLP INCOME 0.0%
Value ($000) $791 Shares 115,000 Est. Cost $5.38 Unrealized
NEM NEWMONT MINING 0.0%
Value ($000) $786 Shares 19,000 Est. Cost $51.48 Unrealized -28.5%
MTB M & T BK CORP COM 0.0%
Value ($000) $701 Shares 5,115 Est. Cost $130.16 Unrealized -9.9%
RJF RAYMOND JAMES FINL 0.0%
Value ($000) $697 Shares 6,250 Est. Cost $101.38 Unrealized -1.6%
META META PLATFORMS INC CL A 0.0%
Value ($000) $679 Shares 1,918 Est. Cost $350.10 Unrealized -7.6%
PFF iSHARES PREFERRED STOCK 0.0%
Value ($000) $661 Shares 21,200 Est. Cost $36.35 Unrealized
BAC BANK OF AMERICA 0.0%
Value ($000) $628 Shares 18,654 Est. Cost $28.79 Unrealized -4.1%
LINDE PLC 0.0%
Value ($000) $600 Shares 1,460 Est. Cost $261.64 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $586 Shares 2,114 Est. Cost $0.25 Unrealized
COIN COINBASE GLOBAL 0.0%
Value ($000) $574 Shares 3,300 Est. Cost $59.88 Unrealized +82.4%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $560 Shares 1,064 Est. Cost $316.23 Unrealized +61.7%
IVV ISHARES TR S&P 500 INDEX 0.0%
Value ($000) $552 Shares 1,156 Est. Cost $115.62 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $551 Shares 2,100 Est. Cost $120.08 Unrealized
DLN WISDOMTREE LARGECAP DIV 0.0%
Value ($000) $536 Shares 8,076 Est. Cost $62.83 Unrealized
HON HUBSPOT INC 0.0%
Value ($000) $522 Shares 900 Est. Cost $145.15 Unrealized +18.7%
ATARA BIOTHERAPEUTICS INC. 0.0%
Value ($000) $513 Shares 1,000,000 Est. Cost $5.98 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $502 Shares 6,867 Est. Cost $0.06 Unrealized
IOT SAMSARA INC 0.0%
Value ($000) $501 Shares 15,000 Est. Cost $15.85 Unrealized +75.2%
AUR AURORA INNOVATION INC CLASS A 0.0%
Value ($000) $451 Shares 103,313 Est. Cost $2.49 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC. 0.0%
Value ($000) $450 Shares 4,000 Est. Cost $85.04 Unrealized +6.9%
IWM ISHARES RUSSELL 2000 INDEX 0.0%
Value ($000) $422 Shares 2,105 Est. Cost $139.21 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $414 Shares 3,568 Est. Cost $48.07 Unrealized +128.2%
AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $412 Shares 1,769 Est. Cost $214.11 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $392 Shares 1,360 Est. Cost $200.60 Unrealized +27.2%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $380 Shares 9,728 Est. Cost $34.75 Unrealized
HERO GLOBAL X FDS VDEO GAM ESPRT 0.0%
Value ($000) $379 Shares 18,800 Est. Cost $31.06 Unrealized
FMC F M C CORP 0.0%
Value ($000) $379 Shares 6,014 Est. Cost $52.10 Unrealized +0.7%
MDYV SPDR S&P 400 MID CAP VALUE 0.0%
Value ($000) $375 Shares 5,111 Est. Cost $44.34 Unrealized
NFLX NETFLIX INC. 0.0%
Value ($000) $373 Shares 767 Est. Cost $36.91 Unrealized +18.3%
DFAT DIMENSIONAL ETF TRUST US TARGE 0.0%
Value ($000) $373 Shares 7,119 Est. Cost $44.78 Unrealized
MO ALTRIA GROUP INC. 0.0%
Value ($000) $366 Shares 9,078 Est. Cost $20.36 Unrealized +71.0%
BOX BOX INC CL A 0.0%
Value ($000) $359 Shares 14,000 Est. Cost $11.35 Unrealized +122.8%
NKE NIKE INC. CL B 0.0%
Value ($000) $346 Shares 3,183 Est. Cost $64.30 Unrealized +60.2%
MDLZ MONDELEZ INTL 0.0%
Value ($000) $313 Shares 4,324 Est. Cost $29.65 Unrealized +116.9%
GENERAL ELECTRIC 0.0%
Value ($000) $305 Shares 2,388 Est. Cost $63.76 Unrealized
ABBV ABBVIE INC. 0.0%
Value ($000) $294 Shares 1,895 Est. Cost $78.14 Unrealized +73.7%
TMO THERMO FISHER SCIENTIFIC 0.0%
Value ($000) $293 Shares 552 Est. Cost $528.90 Unrealized -9.1%
SLB SCHLUMBERGER 0.0%
Value ($000) $291 Shares 5,599 Est. Cost $46.08 Unrealized +11.1%
COST COSTCO WHOLESALE 0.0%
Value ($000) $291 Shares 441 Est. Cost $493.48 Unrealized +16.2%
NUVEEN NY AMT-FREE MUN 0.0%
Value ($000) $279 Shares 26,500 Est. Cost $12.87 Unrealized
FOR D R HORTON 0.0%
Value ($000) $269 Shares 1,770 Est. Cost $19.33 Unrealized +50.0%
POOL POOL CORPORATION 0.0%
Value ($000) $268 Shares 672 Est. Cost $340.72 Unrealized -0.2%
CCNE CNB FINL CORP PA COM 0.0%
Value ($000) $258 Shares 11,424 Est. Cost $18.74 Unrealized 0.0%
ON ON SEMI 0.0%
Value ($000) $256 Shares 3,070 Est. Cost $75.97 Unrealized +3.4%
DHR DANAHER CORP. 0.0%
Value ($000) $255 Shares 1,101 Est. Cost $224.08 Unrealized -6.1%
UPS UNITED PARCEL SERVICE-CL B 0.0%
Value ($000) $250 Shares 1,590 Est. Cost $82.24 Unrealized +63.2%
DVY iSHARES DIVIDEND 0.0%
Value ($000) $239 Shares 2,041 Est. Cost $107.30 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $237 Shares 12,995 Est. Cost $16.40 Unrealized 0.0%
PPG PPG INDUSTRIES 0.0%
Value ($000) $234 Shares 1,568 Est. Cost $121.11 Unrealized +6.4%
VYMI VANGUARD INTL. HIGH DIVIDEND E 0.0%
Value ($000) $213 Shares 3,200 Est. Cost $66.49 Unrealized
NUVEEN MUNI VALUE 0.0%
Value ($000) $211 Shares 24,500 Est. Cost $9.84 Unrealized
BP PLC - SPONS ADR 0.0%
Value ($000) $205 Shares 5,786 Est. Cost $0.03 Unrealized
PFXF VANECK VECTORS PFD. SEC. EX-FI 0.0%
Value ($000) $194 Shares 11,300 Est. Cost $18.28 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $183 Shares 12,360 Est. Cost $15.91 Unrealized
PUTNAM MUNI OPPORT TRUST 0.0%
Value ($000) $128 Shares 12,500 Est. Cost $11.71 Unrealized
NUVEEN ARIZONA QLTY MUNI 0.0%
Value ($000) $107 Shares 10,000 Est. Cost $14.70 Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $104 Shares 10,888 Est. Cost $14.85 Unrealized
PHAT PHATHOM PHARM. 0.0%
Value ($000) $91 Shares 10,000 Est. Cost $9.53 Unrealized -9.6%
MATINAS BIO 0.0%
Value ($000) $86 Shares 400,000 Est. Cost $1.00 Unrealized
VYNE THERAP. 0.0%
Value ($000) $85 Shares 36,472 Est. Cost $3.36 Unrealized
PLANET LABS 0.0%
Value ($000) $74 Shares 30,000 Est. Cost $4.33 Unrealized
GENPREX INC COM 0.0%
Value ($000) $12 Shares 50,000 Est. Cost $3.14 Unrealized
CANOO INC COM CL A 0.0%
Value ($000) $8 Shares 31,603 Est. Cost $0.26 Unrealized