BOYD WATTERSON ASSET MANAGEMENT LLC/OH Diversified Active

CIK: 0001121477 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $242,624

Holdings (424)

SPY SPDR S & P 500 ETF Trust 7.4%
Value ($000) $17,998 Shares 47,061 Est. Cost $235.07 Unrealized
MBB iShares MBS Bond ETF 6.0%
Value ($000) $14,491 Shares 156,233 Est. Cost $98.64 Unrealized
MSFT Microsoft Corp 5.0%
Value ($000) $12,068 Shares 50,320 Est. Cost $60.19 Unrealized +288.9%
AGG iShares Barclays Agg Bond 2.6%
Value ($000) $6,362 Shares 65,599 Est. Cost $110.14 Unrealized
AAPL Apple Inc 2.5%
Value ($000) $6,186 Shares 47,612 Est. Cost $89.34 Unrealized +57.5%
MDY SPDR S & P Midcap 400 ETF 2.5%
Value ($000) $6,168 Shares 13,930 Est. Cost $302.97 Unrealized
JPM J P Morgan Chase 2.4%
Value ($000) $5,742 Shares 42,819 Est. Cost $68.10 Unrealized +72.8%
ABBV Abbvie Inc 2.3%
Value ($000) $5,682 Shares 35,160 Est. Cost $49.65 Unrealized +176.4%
GOOGL Alphabet Inc-CL A 2.2%
Value ($000) $5,413 Shares 61,346 Est. Cost $107.40 Unrealized -12.2%
HON Honeywell International 2.1%
Value ($000) $5,167 Shares 24,112 Est. Cost $107.79 Unrealized +65.8%
XOM Exxon Mobil Corp 2.1%
Value ($000) $5,142 Shares 46,618 Est. Cost $48.20 Unrealized +99.7%
AVGO Broadcom Inc 1.8%
Value ($000) $4,441 Shares 7,943 Est. Cost $23.91 Unrealized +99.1%
MUB iShares Natl Muni Bd ETF 1.8%
Value ($000) $4,396 Shares 41,665 Est. Cost $105.52 Unrealized
AXP American Express Co 1.7%
Value ($000) $4,113 Shares 27,841 Est. Cost $80.24 Unrealized +77.4%
JNJ Johnson & Johnson 1.6%
Value ($000) $3,813 Shares 21,587 Est. Cost $102.94 Unrealized +52.6%
BMY Bristol-Myers Squibb Co 1.5%
Value ($000) $3,564 Shares 49,540 Est. Cost $48.59 Unrealized +34.2%
ETN Eaton Corp PLC 1.5%
Value ($000) $3,547 Shares 22,600 Est. Cost $60.40 Unrealized +143.3%
PEP PepsiCo Inc 1.4%
Value ($000) $3,480 Shares 19,264 Est. Cost $96.88 Unrealized +66.1%
LLY Lilly (Eli) & Co 1.4%
Value ($000) $3,437 Shares 9,394 Est. Cost $83.71 Unrealized +313.1%
CVX Chevron Corp 1.4%
Value ($000) $3,433 Shares 19,124 Est. Cost $77.71 Unrealized +97.2%
PFE Pfizer Inc 1.3%
Value ($000) $3,116 Shares 60,812 Est. Cost $20.88 Unrealized +92.5%
PG Procter & Gamble Co 1.2%
Value ($000) $2,908 Shares 19,190 Est. Cost $79.10 Unrealized +64.1%
VOO Vanguard S&P 500 ETF 1.2%
Value ($000) $2,845 Shares 8,097 Est. Cost $205.28 Unrealized
ABT Abbott Laboratories 1.1%
Value ($000) $2,785 Shares 25,370 Est. Cost $39.13 Unrealized +149.5%
CAT Caterpillar Inc 1.1%
Value ($000) $2,589 Shares 10,808 Est. Cost $109.27 Unrealized +89.1%
IOO iShares S&P Global 100 Fd 1.1%
Value ($000) $2,583 Shares 40,330 Est. Cost $59.84 Unrealized
Linde PLC 1.0%
Value ($000) $2,516 Shares 7,712 Est. Cost $245.85 Unrealized
V Visa Inc Cl-A Shares 1.0%
Value ($000) $2,411 Shares 11,605 Est. Cost $128.72 Unrealized +53.0%
TMO Thermo Fisher Corp 1.0%
Value ($000) $2,343 Shares 4,254 Est. Cost $335.24 Unrealized +56.6%
MRK Merck & Company 1.0%
Value ($000) $2,329 Shares 20,995 Est. Cost $63.63 Unrealized +45.8%
IJR iShares S&P SmallCap 600 0.9%
Value ($000) $2,304 Shares 24,350 Est. Cost $93.90 Unrealized
QCOM Qualcomm Inc 0.9%
Value ($000) $2,261 Shares 20,566 Est. Cost $99.69 Unrealized +9.2%
ORLY O'Reilly Automotive Inc 0.8%
Value ($000) $2,027 Shares 2,402 Est. Cost $30.49 Unrealized +76.4%
AMZN Amazon.com Inc 0.8%
Value ($000) $1,971 Shares 23,467 Est. Cost $125.62 Unrealized -21.4%
IGIB IShares 5-10 Year Investment Grade Corp 0.8%
Value ($000) $1,864 Shares 37,643 Est. Cost $63.04 Unrealized
EFA iShares MSCI EAFE Index Fd 0.7%
Value ($000) $1,689 Shares 25,732 Est. Cost $58.58 Unrealized
HD Home Depot Inc 0.7%
Value ($000) $1,657 Shares 5,246 Est. Cost $189.97 Unrealized +48.0%
KO Coca-Cola Co 0.7%
Value ($000) $1,630 Shares 25,626 Est. Cost $34.33 Unrealized +59.9%
JNK SPDR BBG Barclays High Yld Bond 0.6%
Value ($000) $1,547 Shares 17,191 Est. Cost $90.00 Unrealized
TGT Target Corp 0.6%
Value ($000) $1,521 Shares 10,204 Est. Cost $83.68 Unrealized +68.4%
BKNG Booking Holdings Inc. 0.6%
Value ($000) $1,495 Shares 742 Est. Cost $1949.35 Unrealized -4.2%
CI Cigna Corp 0.6%
Value ($000) $1,475 Shares 4,453 Est. Cost $161.03 Unrealized +85.6%
GOOG Alphabet Inc-CL C 0.6%
Value ($000) $1,457 Shares 16,420 Est. Cost $107.79 Unrealized -12.1%
US Bank 4.00 Pfd 0.6%
Value ($000) $1,451 Shares 89,165 Est. Cost $24.87 Unrealized
PYPL PayPal Holdings Inc 0.6%
Value ($000) $1,436 Shares 20,163 Est. Cost $112.51 Unrealized -29.0%
RTX Raytheon Technologies Corp 0.6%
Value ($000) $1,433 Shares 14,200 Est. Cost $57.21 Unrealized +53.2%
NEE Nextera Energy Inc 0.6%
Value ($000) $1,429 Shares 17,098 Est. Cost $63.31 Unrealized +16.6%
SCHD Schwab US Dividend Equity ETF 0.6%
Value ($000) $1,387 Shares 18,364 Est. Cost $54.85 Unrealized
PH Parker Hannifin Corp 0.6%
Value ($000) $1,359 Shares 4,671 Est. Cost $218.10 Unrealized +26.3%
EEM iShares MSCI Emrg Mkt Indx 0.6%
Value ($000) $1,345 Shares 35,475 Est. Cost $41.86 Unrealized
ZBRA Zebra Technologies Corp Cl 0.5%
Value ($000) $1,310 Shares 5,108 Est. Cost $247.31 Unrealized +4.5%
PSX Phillips 66 0.5%
Value ($000) $1,304 Shares 12,533 Est. Cost $59.45 Unrealized +53.7%
EMR Emerson Electric Co 0.5%
Value ($000) $1,272 Shares 13,241 Est. Cost $57.56 Unrealized +46.8%
GS Goldman Sachs Group Inc 0.5%
Value ($000) $1,156 Shares 3,367 Est. Cost $232.87 Unrealized +38.1%
SCHW Charles Schwab Corp 0.5%
Value ($000) $1,154 Shares 13,862 Est. Cost $66.77 Unrealized +11.1%
USHY IShares Broad USD HY Corp Bond ETF 0.5%
Value ($000) $1,145 Shares 33,170 Est. Cost $37.02 Unrealized
SPTI SPDR Interm TSY ETF 0.5%
Value ($000) $1,133 Shares 40,117 Est. Cost $32.80 Unrealized
BAC Bank of America Corp 0.5%
Value ($000) $1,101 Shares 33,229 Est. Cost $26.71 Unrealized +18.7%
MRSH Marsh & McLennan Cos Inc 0.4%
Value ($000) $1,090 Shares 6,588 Est. Cost $117.02 Unrealized +33.3%
IGSB IShares 1-5 Year Investment Grade Corp 0.4%
Value ($000) $1,083 Shares 21,737 Est. Cost $64.91 Unrealized
CSX CSX Corp 0.4%
Value ($000) $1,067 Shares 34,444 Est. Cost $28.41 Unrealized +1.1%
LOW Lowe's Companies Inc 0.4%
Value ($000) $1,052 Shares 5,280 Est. Cost $139.87 Unrealized +34.5%
DHR Danaher Corp 0.4%
Value ($000) $1,011 Shares 3,809 Est. Cost $176.69 Unrealized +29.1%
SGOV ISHARES 0-3M Tresaury Bond 0.4%
Value ($000) $1,011 Shares 10,094 Est. Cost $100.15 Unrealized
UPS United Parcel Services B 0.4%
Value ($000) $971 Shares 5,587 Est. Cost $94.20 Unrealized +57.1%
TT Trane Technologies PLC 0.4%
Value ($000) $946 Shares 5,628 Est. Cost $94.44 Unrealized +68.7%
CRM Salesforce Inc. 0.4%
Value ($000) $944 Shares 7,117 Est. Cost $174.78 Unrealized -17.5%
BA Boeing Co 0.4%
Value ($000) $940 Shares 4,933 Est. Cost $164.73 Unrealized -0.7%
VGSH Vanguard Short-Term Treasury 0.4%
Value ($000) $918 Shares 15,870 Est. Cost $57.77 Unrealized
GM General Motors Co 0.4%
Value ($000) $908 Shares 27,000 Est. Cost $28.16 Unrealized +27.0%
SHOP Shopify Inc - Class A 0.3%
Value ($000) $846 Shares 24,364 Est. Cost $34.15 Unrealized 0.0%
APD Air Products & Chemicals 0.3%
Value ($000) $834 Shares 2,707 Est. Cost $251.75 Unrealized +3.1%
SPTL SPDR Port Long Term Treasury ETF 0.3%
Value ($000) $831 Shares 28,617 Est. Cost $35.85 Unrealized
EOG EOG Resources Inc 0.3%
Value ($000) $828 Shares 6,393 Est. Cost $57.69 Unrealized +104.2%
SJNK SPDR Barclays ST HY Bond 0.3%
Value ($000) $806 Shares 33,238 Est. Cost $27.38 Unrealized
INTC Intel Corp 0.3%
Value ($000) $765 Shares 28,963 Est. Cost $33.65 Unrealized -20.8%
CRWD CrowdStrike Holdings Inc 0.3%
Value ($000) $758 Shares 7,202 Est. Cost $109.09 Unrealized +25.5%
Walgreens Boots Alliance 0.3%
Value ($000) $757 Shares 20,266 Est. Cost $67.72 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $744 Shares 15,626 Est. Cost $34.60 Unrealized +19.8%
CARR Carrier Global 0.3%
Value ($000) $714 Shares 17,313 Est. Cost $37.72 Unrealized +3.1%
REGN Regeneron Pharmaceuticals 0.3%
Value ($000) $693 Shares 960 Est. Cost $541.08 Unrealized +35.6%
DNP Select Income Fund Inc 0.3%
Value ($000) $688 Shares 61,165 Est. Cost $0.01 Unrealized
VCLT Vanguard Long-Term Corp Bond ETF 0.3%
Value ($000) $671 Shares 8,860 Est. Cost $96.11 Unrealized
Charles Schwab 4.45 Pfd 0.3%
Value ($000) $671 Shares 36,250 Est. Cost $22.62 Unrealized
BE Bloom Energy Corp 0.3%
Value ($000) $669 Shares 35,000 Est. Cost $23.12 Unrealized -15.1%
TRV Travelers Companies Inc 0.3%
Value ($000) $663 Shares 3,538 Est. Cost $102.46 Unrealized +65.3%
USB US Bancorp 0.3%
Value ($000) $654 Shares 15,000 Est. Cost $34.56 Unrealized +6.2%
IJH iShares S&P Midcap 400 0.3%
Value ($000) $645 Shares 2,667 Est. Cost $172.65 Unrealized
CMI Cummins Inc 0.3%
Value ($000) $614 Shares 2,533 Est. Cost $191.69 Unrealized +15.2%
PINS Pinterest Inc. 0.2%
Value ($000) $587 Shares 24,160 Est. Cost $25.91 Unrealized -7.9%
PLUG Plug Power Inc 0.2%
Value ($000) $521 Shares 42,121 Est. Cost $30.55 Unrealized -47.9%
Unilever PLC-Sponsored ADR 0.2%
Value ($000) $506 Shares 10,052 Est. Cost $45.82 Unrealized
Huntington Bank 4.50 Pfd 0.2%
Value ($000) $505 Shares 29,800 Est. Cost $20.56 Unrealized
ROP Roper Industries 0.2%
Value ($000) $495 Shares 1,145 Est. Cost $360.84 Unrealized +11.9%
SHEL Shell PLC - ADR 0.2%
Value ($000) $491 Shares 8,613 Est. Cost $54.92 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $487 Shares 4,130 Est. Cost $42.19 Unrealized +159.3%
IEF iShares 7-10 Year Treasury Bond ETF 0.2%
Value ($000) $476 Shares 4,974 Est. Cost $115.25 Unrealized
MDLZ Mondelez International Inc 0.2%
Value ($000) $470 Shares 7,049 Est. Cost $37.95 Unrealized +52.8%
IBM IBM Corp 0.2%
Value ($000) $458 Shares 3,251 Est. Cost $109.08 Unrealized +12.8%
MA Mastercard Inc 0.2%
Value ($000) $449 Shares 1,290 Est. Cost $119.76 Unrealized +170.0%
VUG Vanguard Growth ETF 0.2%
Value ($000) $445 Shares 2,089 Est. Cost $112.04 Unrealized
NVDA NVIDIA Corp 0.2%
Value ($000) $438 Shares 3,000 Est. Cost $20.72 Unrealized -29.3%
SHY iShares 1-3 Year Treasury Bond ETF 0.2%
Value ($000) $406 Shares 5,000 Est. Cost $86.60 Unrealized
META Meta Platforms Inc. 0.2%
Value ($000) $398 Shares 3,309 Est. Cost $201.85 Unrealized -42.2%
KEYS Keysight Technologies Inc W/I 0.2%
Value ($000) $396 Shares 2,312 Est. Cost $68.31 Unrealized +149.6%
MDT Medtronic PLC 0.2%
Value ($000) $372 Shares 4,787 Est. Cost $65.62 Unrealized +11.9%
VZ Verizon Communications Inc 0.2%
Value ($000) $370 Shares 9,380 Est. Cost $33.56 Unrealized -8.3%
SYF Synchrony Financial 0.1%
Value ($000) $347 Shares 10,568 Est. Cost $24.81 Unrealized +28.5%
HPQ HP Inc 0.1%
Value ($000) $335 Shares 12,466 Est. Cost $26.24 Unrealized -6.4%
BlackRock Inc 0.1%
Value ($000) $320 Shares 451 Est. Cost $475.45 Unrealized
ETSY Etsy Inc, 0.1%
Value ($000) $316 Shares 2,640 Est. Cost $114.42 Unrealized 0.0%
ITW Illinois Tool Works 0.1%
Value ($000) $289 Shares 1,312 Est. Cost $104.95 Unrealized +88.2%
GE General Electric Co. 0.1%
Value ($000) $287 Shares 3,423 Est. Cost $58.52 Unrealized -17.3%
MMM 3M Company 0.1%
Value ($000) $275 Shares 2,294 Est. Cost $121.15 Unrealized -25.2%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $265 Shares 3,380 Est. Cost $74.60 Unrealized -6.0%
TXN Texas Instruments Inc 0.1%
Value ($000) $262 Shares 1,584 Est. Cost $101.50 Unrealized +49.7%
PFF iShares Preferred & Income Sec ETF 0.1%
Value ($000) $258 Shares 8,461 Est. Cost $38.26 Unrealized
AVY Avery Dennison Corp 0.1%
Value ($000) $252 Shares 1,391 Est. Cost $102.74 Unrealized +63.8%
UNH UnitedHealth Care Group 0.1%
Value ($000) $243 Shares 458 Est. Cost $500.41 Unrealized 0.0%
WMT Wal Mart Inc. 0.1%
Value ($000) $242 Shares 1,707 Est. Cost $28.49 Unrealized +60.3%
FAST Fastenal Co 0.1%
Value ($000) $241 Shares 5,102 Est. Cost $14.54 Unrealized +55.7%
MCK McKesson Corp W/RTS 0.1%
Value ($000) $234 Shares 625 Est. Cost $314.09 Unrealized +16.9%
National Rural Util Corp 5.5 Pfd 0.1%
Value ($000) $232 Shares 9,612 Est. Cost $26.43 Unrealized
Brunswick Corp 6.5 Pfd 0.1%
Value ($000) $225 Shares 9,338 Est. Cost $26.88 Unrealized
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $219 Shares 158 Est. Cost $8.46 Unrealized +253.0%
MCD McDonald's Corp 0.1%
Value ($000) $219 Shares 830 Est. Cost $245.25 Unrealized 0.0%
AMGN Amgen Inc 0.1%
Value ($000) $217 Shares 827 Est. Cost $122.39 Unrealized +98.3%
SYY Sysco Corp 0.1%
Value ($000) $217 Shares 2,835 Est. Cost $60.02 Unrealized +23.2%
EXC Exelon Corporation 0.1%
Value ($000) $211 Shares 4,882 Est. Cost $35.19 Unrealized 0.0%
Nextera Energy Capital 5.65 Pfd 0.1%
Value ($000) $204 Shares 8,948 Est. Cost $28.05 Unrealized
OGN Organon & Company 0.1%
Value ($000) $186 Shares 6,662 Est. Cost $21.97 Unrealized 0.0%
MS Morgan Stanley 0.1%
Value ($000) $179 Shares 2,107 Est. Cost $76.80 Unrealized 0.0%
DIA SPDR Dow Jones Indu Avg Tr 0.1%
Value ($000) $177 Shares 533 Est. Cost $331.33 Unrealized
Southern Co 4.20 Pfd 0.1%
Value ($000) $175 Shares 10,100 Est. Cost $24.85 Unrealized
JAAA Janus AAA CLO 0.1%
Value ($000) $172 Shares 3,500 Est. Cost $49.26 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $170 Shares 3,734 Est. Cost $39.25 Unrealized 0.0%
C Citigroup Inc 0.1%
Value ($000) $159 Shares 3,515 Est. Cost $40.56 Unrealized 0.0%
AVB Avalonbay Communities 0.1%
Value ($000) $158 Shares 976 Est. Cost $145.90 Unrealized +3.9%
LQD iShares iBoxx Inv Grade Corp Bd ETF 0.1%
Value ($000) $148 Shares 1,400 Est. Cost $105.43 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $144 Shares 1,825 Est. Cost $69.73 Unrealized 0.0%
WFC Wells Fargo & Co 0.1%
Value ($000) $144 Shares 3,482 Est. Cost $40.83 Unrealized 0.0%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $142 Shares 457 Est. Cost $291.87 Unrealized 0.0%
HYG iShares iBoxx USD High Yield Corp Bd ETF 0.1%
Value ($000) $133 Shares 1,805 Est. Cost $73.63 Unrealized
DIS Disney (Walt) Co/The 0.1%
Value ($000) $133 Shares 1,529 Est. Cost $132.43 Unrealized -29.4%
CVS CVS Health Corp 0.1%
Value ($000) $132 Shares 1,415 Est. Cost $85.94 Unrealized 0.0%
TFC Truist Financial Corp 0.1%
Value ($000) $127 Shares 2,959 Est. Cost $37.08 Unrealized 0.0%
PPG PPG Industries Inc 0.1%
Value ($000) $121 Shares 965 Est. Cost $114.48 Unrealized 0.0%
KLAC KLA-Tencor Corporation 0.0%
Value ($000) $118 Shares 312 Est. Cost $337.92 Unrealized 0.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $115 Shares 237 Est. Cost $426.55 Unrealized 0.0%
PAYX Paychex Inc 0.0%
Value ($000) $109 Shares 945 Est. Cost $106.57 Unrealized 0.0%
SPGI S & P Global Inc 0.0%
Value ($000) $109 Shares 324 Est. Cost $321.12 Unrealized 0.0%
FLRN SPDR Bloomberg Barclays Inv Grade FR ETF 0.0%
Value ($000) $108 Shares 3,567 Est. Cost $30.39 Unrealized
SUB iShares Short-term Ntl Muni Bond ETF 0.0%
Value ($000) $104 Shares 1,000 Est. Cost $104.27 Unrealized
STIP iShares 0-5yr TIPS Bond ETF 0.0%
Value ($000) $97 Shares 1,000 Est. Cost $96.96 Unrealized
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $96 Shares 750 Est. Cost $112.86 Unrealized 0.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $94 Shares 5,193 Est. Cost $15.18 Unrealized 0.0%
EXPE Expedia Group Inc 0.0%
Value ($000) $93 Shares 1,057 Est. Cost $93.83 Unrealized 0.0%
VTRS Viatris Inc. 0.0%
Value ($000) $91 Shares 8,138 Est. Cost $9.05 Unrealized 0.0%
TAP Molson Coors Brewing Co-B 0.0%
Value ($000) $90 Shares 1,750 Est. Cost $46.45 Unrealized 0.0%
NFLX Netflix Inc 0.0%
Value ($000) $87 Shares 295 Est. Cost $28.05 Unrealized 0.0%
T AT & T Inc 0.0%
Value ($000) $86 Shares 4,678 Est. Cost $15.11 Unrealized 0.0%
BRK/B Berkshire Hathaway Cl B 0.0%
Value ($000) $86 Shares 277 Est. Cost $296.98 Unrealized 0.0%
ENB Enbridge Inc 0.0%
Value ($000) $85 Shares 2,164 Est. Cost $31.84 Unrealized 0.0%
KMB Kimberly Clark Corp 0.0%
Value ($000) $83 Shares 610 Est. Cost $112.73 Unrealized 0.0%
WM Waste Management Inc 0.0%
Value ($000) $82 Shares 524 Est. Cost $153.18 Unrealized 0.0%
PAYC Paycom Software Inc 0.0%
Value ($000) $79 Shares 255 Est. Cost $316.26 Unrealized 0.0%
YUM Yum Brands Inc 0.0%
Value ($000) $78 Shares 610 Est. Cost $114.06 Unrealized 0.0%
NUE Nucor Corp 0.0%
Value ($000) $78 Shares 592 Est. Cost $129.61 Unrealized 0.0%
SO Southern Company 0.0%
Value ($000) $77 Shares 1,075 Est. Cost $59.62 Unrealized 0.0%
IR Ingersol-Rand Inc 0.0%
Value ($000) $77 Shares 1,468 Est. Cost $50.89 Unrealized 0.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $73 Shares 287 Est. Cost $223.22 Unrealized 0.0%
DUK Duke Energy Corp 0.0%
Value ($000) $72 Shares 697 Est. Cost $84.81 Unrealized 0.0%
EBAY Ebay Inc 0.0%
Value ($000) $71 Shares 1,722 Est. Cost $38.98 Unrealized 0.0%
ILMN Illumina Inc 0.0%
Value ($000) $71 Shares 353 Est. Cost $383.25 Unrealized -45.9%
NKE Nike Inc Cl-B 0.0%
Value ($000) $71 Shares 608 Est. Cost $95.30 Unrealized 0.0%
O Realty Income Corp 0.0%
Value ($000) $70 Shares 1,106 Est. Cost $52.23 Unrealized 0.0%
HCA HCA Holdings Inc 0.0%
Value ($000) $70 Shares 292 Est. Cost $218.18 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $70 Shares 601 Est. Cost $106.44 Unrealized 0.0%
PSA Public Storage 0.0%
Value ($000) $67 Shares 240 Est. Cost $256.48 Unrealized 0.0%
Kellogg Co 0.0%
Value ($000) $65 Shares 910 Est. Cost $60.91 Unrealized 0.0%
IUSV iShares Core Russell U.S. Value ETF 0.0%
Value ($000) $64 Shares 900 Est. Cost $70.63 Unrealized
Magellan Midstream Prtnrs 0.0%
Value ($000) $60 Shares 1,194 Est. Cost $50.21 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $60 Shares 1,815 Est. Cost $32.84 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $59 Shares 719 Est. Cost $73.20 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $57 Shares 685 Est. Cost $72.93 Unrealized 0.0%
OKE Oneok Inc New 0.0%
Value ($000) $57 Shares 864 Est. Cost $52.27 Unrealized 0.0%
SLB Schlumberger Ltd 0.0%
Value ($000) $57 Shares 1,060 Est. Cost $46.08 Unrealized 0.0%
WAT Waters Corp 0.0%
Value ($000) $55 Shares 160 Est. Cost $316.35 Unrealized 0.0%
Reinsurance GRP of Amer VRN Pfd 0.0%
Value ($000) $55 Shares 2,366 Est. Cost $23.12 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $54 Shares 393 Est. Cost $126.33 Unrealized 0.0%
UNP Union Pacific Corp 0.0%
Value ($000) $54 Shares 260 Est. Cost $190.19 Unrealized 0.0%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.0%
Value ($000) $54 Shares 369 Est. Cost $145.12 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $52 Shares 634 Est. Cost $82.48 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $52 Shares 1,142 Est. Cost $35.03 Unrealized 0.0%
TE Connectivity LTD 0.0%
Value ($000) $51 Shares 445 Est. Cost $114.80 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $50 Shares 226 Est. Cost $199.93 Unrealized 0.0%
VLO Valero Energy Corp 0.0%
Value ($000) $48 Shares 382 Est. Cost $114.07 Unrealized 0.0%
LEG Leggett & Platt Inc 0.0%
Value ($000) $47 Shares 1,469 Est. Cost $33.67 Unrealized 0.0%
RHI Robert Half Intl Inc 0.0%
Value ($000) $46 Shares 626 Est. Cost $76.28 Unrealized 0.0%
GPC Genuine Parts Co 0.0%
Value ($000) $46 Shares 265 Est. Cost $159.11 Unrealized 0.0%
AEP American Electric Power 0.0%
Value ($000) $44 Shares 460 Est. Cost $80.91 Unrealized 0.0%
PGR Progressive Corp 0.0%
Value ($000) $43 Shares 334 Est. Cost $115.68 Unrealized 0.0%
AON Aon Plc - Class A 0.0%
Value ($000) $41 Shares 138 Est. Cost $285.70 Unrealized 0.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $40 Shares 518 Est. Cost $71.56 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $36 Shares 1,112 Est. Cost $29.92 Unrealized 0.0%
EPD Enterprise Products Part 0.0%
Value ($000) $36 Shares 1,480 Est. Cost $24.12 Unrealized
Interpublic Group of COS 0.0%
Value ($000) $36 Shares 1,071 Est. Cost $27.45 Unrealized 0.0%
EQR Equity Residential 0.0%
Value ($000) $35 Shares 600 Est. Cost $54.69 Unrealized 0.0%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $35 Shares 341 Est. Cost $94.86 Unrealized 0.0%
PFG Principal Financial Group 0.0%
Value ($000) $35 Shares 415 Est. Cost $76.60 Unrealized 0.0%
MITSY Mitsui & Co Ltd ADR 0.0%
Value ($000) $34 Shares 59 Est. Cost $584.03 Unrealized
D Dominion Resources Inc 0.0%
Value ($000) $34 Shares 557 Est. Cost $53.65 Unrealized 0.0%
CNP Centerpoint Energy 0.0%
Value ($000) $34 Shares 1,132 Est. Cost $26.78 Unrealized 0.0%
FIS Fidelity National Info Serv 0.0%
Value ($000) $34 Shares 500 Est. Cost $65.44 Unrealized 0.0%
NTTYY Nippon Teleg & Tel Sp ADR 0.0%
Value ($000) $33 Shares 1,166 Est. Cost $28.51 Unrealized
TJX TJX Companies Inc 0.0%
Value ($000) $33 Shares 411 Est. Cost $70.72 Unrealized 0.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $32 Shares 339 Est. Cost $81.67 Unrealized 0.0%
GWW W.W. Grainger Inc 0.0%
Value ($000) $31 Shares 56 Est. Cost $548.52 Unrealized 0.0%
F Ford Motor Company 0.0%
Value ($000) $31 Shares 2,677 Est. Cost $10.07 Unrealized 0.0%
VEU Vanguard FTSE All-World Fd 0.0%
Value ($000) $30 Shares 607 Est. Cost $50.14 Unrealized
NI NiSource Inc 0.0%
Value ($000) $30 Shares 1,076 Est. Cost $23.70 Unrealized 0.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $29 Shares 114 Est. Cost $241.04 Unrealized 0.0%
COR AmerisourceBergen Corp 0.0%
Value ($000) $29 Shares 177 Est. Cost $153.47 Unrealized 0.0%
DBSDY DBS Group Hldgs Ltd ADR 0.0%
Value ($000) $29 Shares 285 Est. Cost $101.16 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $29 Shares 56 Est. Cost $484.45 Unrealized 0.0%
BAESY BAE Systems PLC ADR 0.0%
Value ($000) $28 Shares 685 Est. Cost $41.19 Unrealized
BBWI Bath & Body Works Inc. 0.0%
Value ($000) $28 Shares 658 Est. Cost $34.20 Unrealized 0.0%
NSRGY Nestle Spon ADR 0.0%
Value ($000) $28 Shares 239 Est. Cost $115.80 Unrealized
ALIZY Allianz SE Unsp ADR 0.0%
Value ($000) $28 Shares 1,287 Est. Cost $21.44 Unrealized
PEG Public Serv Enterprise Grp 0.0%
Value ($000) $27 Shares 448 Est. Cost $52.12 Unrealized 0.0%
VWO Vanguard MSCI Emerging Mkt 0.0%
Value ($000) $27 Shares 700 Est. Cost $38.98 Unrealized
TSM Taiwan Semiconductor ADR 0.0%
Value ($000) $27 Shares 362 Est. Cost $74.49 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $26 Shares 850 Est. Cost $32.63 Unrealized 0.0%
DD DuPont De Nemours Inc 0.0%
Value ($000) $26 Shares 379 Est. Cost $25.00 Unrealized 0.0%
DEO Diageo PLC-Sponsored ADR 0.0%
Value ($000) $26 Shares 144 Est. Cost $178.19 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $26 Shares 104 Est. Cost $220.43 Unrealized 0.0%
AXAHY AXA Spons ADR 0.0%
Value ($000) $25 Shares 913 Est. Cost $27.81 Unrealized
CMCSA Comcast Corp-Class A 0.0%
Value ($000) $25 Shares 725 Est. Cost $30.06 Unrealized 0.0%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.33 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $25 Shares 408 Est. Cost $47.00 Unrealized 0.0%
AA Alcoa Inc 0.0%
Value ($000) $24 Shares 538 Est. Cost $41.94 Unrealized 0.0%
TM Toyota Motor Corp ADR 0.0%
Value ($000) $24 Shares 174 Est. Cost $136.58 Unrealized
RIO Rio Tinto PLC-SPON ADR 0.0%
Value ($000) $24 Shares 332 Est. Cost $71.20 Unrealized
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $24 Shares 774 Est. Cost $30.46 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $23 Shares 365 Est. Cost $57.70 Unrealized 0.0%
VGT Vanguard Info Tech ETF 0.0%
Value ($000) $23 Shares 72 Est. Cost $319.42 Unrealized
GPRE Green Plains Inc. 0.0%
Value ($000) $23 Shares 750 Est. Cost $30.82 Unrealized 0.0%
BHP BHP Limited Spons ADR 0.0%
Value ($000) $23 Shares 368 Est. Cost $62.05 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $22 Shares 150 Est. Cost $143.20 Unrealized 0.0%
NVS Novartis AG ADR 0.0%
Value ($000) $22 Shares 242 Est. Cost $90.72 Unrealized
Brunswick Corp 6.625 Pfd 0.0%
Value ($000) $22 Shares 871 Est. Cost $24.72 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $22 Shares 332 Est. Cost $64.60 Unrealized 0.0%
WEC WEC Energy Group Inc 0.0%
Value ($000) $21 Shares 228 Est. Cost $82.72 Unrealized 0.0%
WU Western Union Co 0.0%
Value ($000) $21 Shares 1,547 Est. Cost $13.77 Unrealized
Total SA-Spon ADR 0.0%
Value ($000) $21 Shares 335 Est. Cost $62.08 Unrealized
IBDRY Iberdrola SA-Sponsored ADR 0.0%
Value ($000) $21 Shares 440 Est. Cost $46.66 Unrealized
J P Morgan Alerian MLP ETN 0.0%
Value ($000) $21 Shares 943 Est. Cost $21.75 Unrealized
SIEGY Siemens AG-Spons ADR 0.0%
Value ($000) $20 Shares 292 Est. Cost $69.18 Unrealized
American Financial Group 5.875 Pfd 0.0%
Value ($000) $20 Shares 876 Est. Cost $22.59 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $20 Shares 242 Est. Cost $66.68 Unrealized 0.0%
DOW Dow Inc 0.0%
Value ($000) $20 Shares 389 Est. Cost $40.52 Unrealized 0.0%
IX Orix Corp Spon ADR 0.0%
Value ($000) $19 Shares 240 Est. Cost $80.52 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $19 Shares 398 Est. Cost $48.43 Unrealized
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $19 Shares 2,838 Est. Cost $6.67 Unrealized
IP International Paper Co 0.0%
Value ($000) $18 Shares 531 Est. Cost $29.99 Unrealized 0.0%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $18 Shares 74 Est. Cost $248.05 Unrealized
SPG Simon Property Group LP 0.0%
Value ($000) $18 Shares 153 Est. Cost $93.48 Unrealized 0.0%
LHX L3Harris Technologies Inc. 0.0%
Value ($000) $18 Shares 86 Est. Cost $211.01 Unrealized 0.0%
IHG Intercontinental Hotels ADR 0.0%
Value ($000) $18 Shares 304 Est. Cost $58.34 Unrealized
VCR Vanguard Cons Discretionary 0.0%
Value ($000) $18 Shares 80 Est. Cost $219.03 Unrealized
IEX Idex Corp 0.0%
Value ($000) $17 Shares 75 Est. Cost $214.74 Unrealized 0.0%
XLF Financial Sel Sec SPDR Fd 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.20 Unrealized
INFY Infosys Ltd-SP ADR 0.0%
Value ($000) $17 Shares 948 Est. Cost $18.01 Unrealized
Stem Inc 0.0%
Value ($000) $17 Shares 1,900 Est. Cost $8.94 Unrealized
KMTUY Komatsu Ltd Spons ADR 0.0%
Value ($000) $17 Shares 778 Est. Cost $21.80 Unrealized
Discover Financial Services 0.0%
Value ($000) $17 Shares 173 Est. Cost $97.83 Unrealized
PAA Plains All American Pipe 0.0%
Value ($000) $17 Shares 1,423 Est. Cost $11.76 Unrealized
CAG Conagra Inc 0.0%
Value ($000) $17 Shares 431 Est. Cost $30.96 Unrealized 0.0%
AB Alliance Bernstein Hldg LP 0.0%
Value ($000) $16 Shares 480 Est. Cost $34.37 Unrealized
HSBC HSBC Holdings Plc Spon ADR 0.0%
Value ($000) $16 Shares 523 Est. Cost $31.16 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $16 Shares 160 Est. Cost $99.59 Unrealized 0.0%
COF Capital One Financial Corp 0.0%
Value ($000) $16 Shares 169 Est. Cost $93.09 Unrealized 0.0%
FE FirstEnergy 0.0%
Value ($000) $15 Shares 357 Est. Cost $34.36 Unrealized 0.0%
WELL Welltower Inc 0.0%
Value ($000) $15 Shares 228 Est. Cost $59.61 Unrealized 0.0%
WEX WEX INC 0.0%
Value ($000) $14 Shares 88 Est. Cost $155.68 Unrealized 0.0%
CEG Constellation Energy 0.0%
Value ($000) $14 Shares 167 Est. Cost $87.71 Unrealized 0.0%
ET Energy Transfer Equity LP 0.0%
Value ($000) $13 Shares 1,129 Est. Cost $11.87 Unrealized
Kimco Realty Corp 5.25 Pfd 0.0%
Value ($000) $13 Shares 655 Est. Cost $20.16 Unrealized
Apollo Management 6.375 Pfd 0.0%
Value ($000) $13 Shares 600 Est. Cost $21.69 Unrealized
DE Deere & Company 0.0%
Value ($000) $13 Shares 30 Est. Cost $388.70 Unrealized 0.0%
LW Lamb Weston Holding Inc. 0.0%
Value ($000) $13 Shares 143 Est. Cost $80.41 Unrealized 0.0%
First Republic Bank 5.5 Pfd 0.0%
Value ($000) $13 Shares 600 Est. Cost $21.12 Unrealized
Zions Bancorp 6.30 Pfd 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.32 Unrealized
CTVA Corteva Inc. 0.0%
Value ($000) $13 Shares 213 Est. Cost $61.14 Unrealized 0.0%
EIX Edison International 0.0%
Value ($000) $12 Shares 195 Est. Cost $53.19 Unrealized 0.0%
BASFY BASF SE ADR 0.0%
Value ($000) $12 Shares 996 Est. Cost $12.38 Unrealized
LYB Lyondellbasell Indu Cl A 0.0%
Value ($000) $12 Shares 148 Est. Cost $66.35 Unrealized 0.0%
IDXX Idexx Labs Inc 0.0%
Value ($000) $12 Shares 30 Est. Cost $388.17 Unrealized 0.0%
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $12 Shares 573 Est. Cost $20.53 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $11 Shares 66 Est. Cost $155.01 Unrealized 0.0%
BNPQY BNP Paribas ADR 0.0%
Value ($000) $11 Shares 399 Est. Cost $28.42 Unrealized
VDC Vanguard Consumer Staples 0.0%
Value ($000) $11 Shares 58 Est. Cost $191.57 Unrealized
Lazard Ltd-Class A 0.0%
Value ($000) $11 Shares 317 Est. Cost $34.67 Unrealized
GEO GEO Group Inc. New 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $9.72 Unrealized 0.0%
WBD Warner Bros Discovery Inc. 0.0%
Value ($000) $11 Shares 1,152 Est. Cost $11.29 Unrealized 0.0%
IMCB iShares Morningstar Mid Co 0.0%
Value ($000) $11 Shares 184 Est. Cost $58.67 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $11 Shares 600 Est. Cost $18.13 Unrealized 0.0%
ERIC Ericsson LM TEL-SP ADR 0.0%
Value ($000) $11 Shares 1,806 Est. Cost $5.84 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $10 Shares 56 Est. Cost $182.64 Unrealized
Barnes Group Inc 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.85 Unrealized
MDXG Mimedx Group Inc 0.0%
Value ($000) $10 Shares 3,583 Est. Cost $9.20 Unrealized -67.5%
PM Philip Morris Intl Inc 0.0%
Value ($000) $9 Shares 92 Est. Cost $81.30 Unrealized 0.0%
WPP WPP PLC-Spon ADR 0.0%
Value ($000) $9 Shares 189 Est. Cost $49.16 Unrealized
Goldman Sachs Gp 4 Pfd 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.52 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $9 Shares 560 Est. Cost $13.48 Unrealized 0.0%
GlaxoSmithKline PLC 0.0%
Value ($000) $9 Shares 251 Est. Cost $35.14 Unrealized
CAJPY Canon Inc SP ADR 0.0%
Value ($000) $9 Shares 393 Est. Cost $21.68 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $8 Shares 95 Est. Cost $78.90 Unrealized 0.0%
E Eni Spa-Sponsored ADR 0.0%
Value ($000) $8 Shares 265 Est. Cost $28.66 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $7 Shares 43 Est. Cost $170.21 Unrealized
VSCO Victoria's Secret 0.0%
Value ($000) $7 Shares 204 Est. Cost $39.74 Unrealized 0.0%
VFH Vanguard Financials ETF 0.0%
Value ($000) $7 Shares 88 Est. Cost $82.73 Unrealized
SMG Scotts Miracle-Gro Co Cl-A 0.0%
Value ($000) $7 Shares 148 Est. Cost $43.38 Unrealized 0.0%
FBIN Fortune Brands Innovations Inc. 0.0%
Value ($000) $7 Shares 123 Est. Cost $49.85 Unrealized 0.0%
IDU iShares DJ US Util Sector 0.0%
Value ($000) $7 Shares 80 Est. Cost $86.54 Unrealized
EMB iShares JP Morgan EMB 0.0%
Value ($000) $7 Shares 80 Est. Cost $84.59 Unrealized
HOG Harley-Davidson Inc 0.0%
Value ($000) $7 Shares 159 Est. Cost $42.57 Unrealized 0.0%
NuStar Energy LP 0.0%
Value ($000) $6 Shares 367 Est. Cost $16.00 Unrealized
HMC Honda Motor Co Ltd ADR 0.0%
Value ($000) $6 Shares 250 Est. Cost $22.86 Unrealized
FCX Freeport-McMoran Copper-B 0.0%
Value ($000) $5 Shares 144 Est. Cost $33.48 Unrealized 0.0%
Gabelli Utility Trust 0.0%
Value ($000) $5 Shares 720 Est. Cost $7.51 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $5 Shares 20 Est. Cost $237.86 Unrealized 0.0%
FTV Fortive Corp 0.0%
Value ($000) $5 Shares 80 Est. Cost $47.79 Unrealized 0.0%
ACN Accenture PLC Cl-A 0.0%
Value ($000) $5 Shares 19 Est. Cost $264.08 Unrealized 0.0%
VOD Vodafone Group PLC 0.0%
Value ($000) $5 Shares 492 Est. Cost $10.12 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $5 Shares 97 Est. Cost $53.81 Unrealized 0.0%
IVZ Invesco Ltd 0.0%
Value ($000) $5 Shares 267 Est. Cost $14.76 Unrealized 0.0%
REZI Resideo Technologies Inc. 0.0%
Value ($000) $5 Shares 276 Est. Cost $18.13 Unrealized 0.0%
CHTR Charter Communications Inc 0.0%
Value ($000) $4 Shares 13 Est. Cost $351.41 Unrealized 0.0%
PetIQ Inc 0.0%
Value ($000) $4 Shares 450 Est. Cost $9.22 Unrealized
Cedar Fair Ltd Partnership 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.34 Unrealized
CLF Cleveland - Cliffs Inc 0.0%
Value ($000) $4 Shares 254 Est. Cost $15.06 Unrealized 0.0%
FLR Fluor Corp (New) 0.0%
Value ($000) $4 Shares 116 Est. Cost $31.93 Unrealized 0.0%
GLW Corning Inc 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.73 Unrealized 0.0%
QYLD Global X Funds ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $15.91 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $121.28 Unrealized
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $4 Shares 279 Est. Cost $11.84 Unrealized 0.0%
ADP Automatic Data Processing 0.0%
Value ($000) $4 Shares 15 Est. Cost $228.99 Unrealized 0.0%
IYZ iShares DJ US Telecommunic 0.0%
Value ($000) $3 Shares 152 Est. Cost $22.43 Unrealized
ALC Alcon Inc. 0.0%
Value ($000) $3 Shares 46 Est. Cost $63.16 Unrealized 0.0%
WDS Woodside Energy Group LTD 0.0%
Value ($000) $3 Shares 130 Est. Cost $24.21 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $3 Shares 170 Est. Cost $13.85 Unrealized 0.0%
JPMorgan Chase & Co. 6 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.68 Unrealized
Ford Motor Co 6.5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.75 Unrealized
TSLA TESLA Inc 0.0%
Value ($000) $3 Shares 24 Est. Cost $189.34 Unrealized 0.0%
Duke Energy Corp 5.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.63 Unrealized
Georgia Power Co 5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.61 Unrealized
DFIN Donnelley Financial Solutions 0.0%
Value ($000) $3 Shares 76 Est. Cost $37.49 Unrealized 0.0%
AT&T Inc. 4.75 Pfd 0.0%
Value ($000) $3 Shares 165 Est. Cost $17.63 Unrealized
Unum Group 6.25 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.15 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.96 Unrealized
BXP Boston Properties Inc 0.0%
Value ($000) $3 Shares 41 Est. Cost $58.78 Unrealized 0.0%
AMT American Tower Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $186.71 Unrealized 0.0%
Oaktree Capital Group LLC 6.125 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $21.45 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $3 Shares 316 Est. Cost $8.00 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $3 Shares 56 Est. Cost $41.86 Unrealized 0.0%
CMS CMS Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $53.55 Unrealized 0.0%
CDP Corporate Office Property 0.0%
Value ($000) $2 Shares 95 Est. Cost $25.94 Unrealized
Bank of America Corp 5 Pfd 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.54 Unrealized
JPMorgan Chase & Co 4.75 Pfd 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.41 Unrealized
Truist Financial Corp 4.75 Pfd 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.09 Unrealized
Wells Fargo & Co 5.625 Pfd 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.68 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $2 Shares 44 Est. Cost $43.62 Unrealized 0.0%
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 29 Est. Cost $71.13 Unrealized 0.0%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.28 Unrealized 0.0%
First Republic Bank 4.125 Pfd 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
HCP Inc 0.0%
Value ($000) $2 Shares 78 Est. Cost $25.06 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $62.49 Unrealized 0.0%
SJM JM Smucker Co 0.0%
Value ($000) $2 Shares 12 Est. Cost $133.49 Unrealized 0.0%
ASIX Advansix Inc 0.0%
Value ($000) $2 Shares 49 Est. Cost $34.73 Unrealized 0.0%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $87.06 Unrealized 0.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $2 Shares 27 Est. Cost $64.70 Unrealized 0.0%
DOV Dover Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $127.77 Unrealized 0.0%
KD Kyndryl Holdings 0.0%
Value ($000) $2 Shares 144 Est. Cost $10.06 Unrealized 0.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $86.71 Unrealized 0.0%
IFF Intl Flavors & Fragrances 0.0%
Value ($000) $2 Shares 15 Est. Cost $89.88 Unrealized 0.0%
CUK Carnival PLC ADR 0.0%
Value ($000) $1 Shares 198 Est. Cost $7.19 Unrealized
DVA Davita Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $77.66 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $1 Shares 155 Est. Cost $8.62 Unrealized 0.0%
EMBC Embecta Corp 0.0%
Value ($000) $1 Shares 48 Est. Cost $27.07 Unrealized 0.0%
CTSH Cognizant Technology Cl A 0.0%
Value ($000) $1 Shares 21 Est. Cost $55.69 Unrealized 0.0%
WAB Wabtec Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $93.96 Unrealized 0.0%
MBC Masterbrand Inc. 0.0%
Value ($000) $1 Shares 123 Est. Cost $8.19 Unrealized 0.0%
NTAP NetApp Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.60 Unrealized 0.0%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.87 Unrealized 0.0%
CC Chemours Co 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.65 Unrealized 0.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 116 Est. Cost $7.03 Unrealized 0.0%
Bluebird Bio Inc 0.0%
Value ($000) $1 Shares 124 Est. Cost $6.92 Unrealized
VNO Vornado Realty Trust 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.80 Unrealized
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.94 Unrealized 0.0%
Westrock Co 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.17 Unrealized
NVT Nvent Electric PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $35.48 Unrealized 0.0%
SONY Sony Corp Spons ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.30 Unrealized
ACLLY Accelleron Industries AG 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.69 Unrealized
Frontline PLC 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.15 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $1 Shares 275 Est. Cost $2.31 Unrealized
ADNT Adient PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $34.97 Unrealized 0.0%
VNT Vontier Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $18.74 Unrealized 0.0%
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.50 Unrealized 0.0%
SAIC Science Applications Int 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.40 Unrealized 0.0%
TRIP Tripadvisor Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $20.87 Unrealized 0.0%
AVNW Aviat Networks Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.38 Unrealized 0.0%
2Seventy Bio Inc. 0.0%
Value ($000) $0 Shares 41 Est. Cost $9.37 Unrealized
JBGS JBG Smith Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $19.00 Unrealized
OPITQ Office Properties Income Trust 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.36 Unrealized
FCPT Four Corners Property Trust 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.92 Unrealized
AVNS Avanos Medical Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.45 Unrealized 0.0%
UE Urban Edge Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.10 Unrealized
AIG American Intl Group 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.21 Unrealized 0.0%
RMR RMR Group Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.62 Unrealized 0.0%
Micro Focus International ADR 0.0%
Value ($000) $0 Shares 22 Est. Cost $6.32 Unrealized
OXY/WS Occidental Petroleum Corp Warrants 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.33 Unrealized
ONL Orion Office Reit Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.50 Unrealized
Zimvie Inc. 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.29 Unrealized