BOYD WATTERSON ASSET MANAGEMENT LLC/OH Diversified Active

CIK: 0001121477 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $245,802

Holdings (421)

SPY SPDR S & P 500 ETF Trust 7.8%
Value ($000) $19,266 Shares 47,061 Est. Cost $235.07 Unrealized
MSFT Microsoft Corp 6.0%
Value ($000) $14,646 Shares 50,800 Est. Cost $60.19 Unrealized +314.5%
MBB iShares MBS Bond ETF 5.7%
Value ($000) $14,012 Shares 147,915 Est. Cost $98.64 Unrealized
AAPL Apple Inc 3.1%
Value ($000) $7,527 Shares 45,647 Est. Cost $89.34 Unrealized +62.9%
MDY SPDR S & P Midcap 400 ETF 2.6%
Value ($000) $6,386 Shares 13,930 Est. Cost $302.97 Unrealized
GOOGL Alphabet Inc-CL A 2.6%
Value ($000) $6,354 Shares 61,253 Est. Cost $107.40 Unrealized -11.3%
AGG iShares Barclays Agg Bond 2.5%
Value ($000) $6,206 Shares 62,286 Est. Cost $110.14 Unrealized
JPM J P Morgan Chase 2.3%
Value ($000) $5,674 Shares 43,545 Est. Cost $69.10 Unrealized +85.5%
ABBV Abbvie Inc 2.2%
Value ($000) $5,491 Shares 34,452 Est. Cost $49.65 Unrealized +178.2%
AVGO Broadcom Inc 2.1%
Value ($000) $5,055 Shares 7,880 Est. Cost $23.91 Unrealized +140.8%
XOM Exxon Mobil Corp 2.0%
Value ($000) $4,895 Shares 44,635 Est. Cost $48.20 Unrealized +107.8%
HON Honeywell International 1.9%
Value ($000) $4,702 Shares 24,601 Est. Cost $109.15 Unrealized +61.8%
AXP American Express Co 1.9%
Value ($000) $4,577 Shares 27,747 Est. Cost $80.24 Unrealized +99.4%
LLY Lilly (Eli) & Co 1.6%
Value ($000) $3,966 Shares 11,548 Est. Cost $129.63 Unrealized +154.5%
ETN Eaton Corp PLC 1.6%
Value ($000) $3,860 Shares 22,526 Est. Cost $60.40 Unrealized +165.2%
JNJ Johnson & Johnson 1.5%
Value ($000) $3,711 Shares 23,942 Est. Cost $107.36 Unrealized +37.8%
PEP PepsiCo Inc 1.4%
Value ($000) $3,530 Shares 19,361 Est. Cost $96.88 Unrealized +63.8%
BMY Bristol-Myers Squibb Co 1.4%
Value ($000) $3,434 Shares 49,540 Est. Cost $48.59 Unrealized +26.6%
CVX Chevron Corp 1.3%
Value ($000) $3,132 Shares 19,198 Est. Cost $77.71 Unrealized +91.0%
VOO Vanguard S&P 500 ETF 1.2%
Value ($000) $3,045 Shares 8,097 Est. Cost $205.28 Unrealized
PG Procter & Gamble Co 1.2%
Value ($000) $2,853 Shares 19,190 Est. Cost $79.10 Unrealized +68.4%
IOO iShares S&P Global 100 Fd 1.1%
Value ($000) $2,826 Shares 40,330 Est. Cost $59.84 Unrealized
V Visa Inc Cl-A Shares 1.1%
Value ($000) $2,765 Shares 12,265 Est. Cost $133.51 Unrealized +63.2%
LIN Linde PLC 1.1%
Value ($000) $2,746 Shares 7,726 Est. Cost $322.30 Unrealized 0.0%
QCOM Qualcomm Inc 1.1%
Value ($000) $2,622 Shares 20,555 Est. Cost $99.69 Unrealized +16.8%
ABT Abbott Laboratories 1.0%
Value ($000) $2,563 Shares 25,310 Est. Cost $39.13 Unrealized +155.6%
PFE Pfizer Inc 1.0%
Value ($000) $2,482 Shares 60,829 Est. Cost $20.88 Unrealized +75.0%
CAT Caterpillar Inc 1.0%
Value ($000) $2,474 Shares 10,813 Est. Cost $109.27 Unrealized +111.0%
TMO Thermo Fisher Corp 1.0%
Value ($000) $2,440 Shares 4,234 Est. Cost $335.24 Unrealized +66.7%
AMZN Amazon.com Inc 1.0%
Value ($000) $2,414 Shares 23,368 Est. Cost $125.62 Unrealized -23.1%
IJR iShares S&P SmallCap 600 1.0%
Value ($000) $2,355 Shares 24,350 Est. Cost $93.90 Unrealized
MRK Merck & Company 0.9%
Value ($000) $2,226 Shares 20,923 Est. Cost $63.63 Unrealized +55.1%
ORLY O'Reilly Automotive Inc 0.8%
Value ($000) $2,027 Shares 2,387 Est. Cost $30.49 Unrealized +79.7%
EFA iShares MSCI EAFE Index Fd 0.7%
Value ($000) $1,840 Shares 25,732 Est. Cost $58.58 Unrealized
ZBRA Zebra Technologies Corp Cl 0.7%
Value ($000) $1,768 Shares 5,559 Est. Cost $251.76 Unrealized +20.0%
BKNG Booking Holdings Inc. 0.7%
Value ($000) $1,756 Shares 662 Est. Cost $1949.35 Unrealized +22.8%
GOOG Alphabet Inc-CL C 0.7%
Value ($000) $1,708 Shares 16,420 Est. Cost $107.79 Unrealized -11.1%
TGT Target Corp 0.7%
Value ($000) $1,688 Shares 10,191 Est. Cost $83.68 Unrealized +77.6%
US Bank 4.00 Pfd 0.7%
Value ($000) $1,659 Shares 89,165 Est. Cost $24.87 Unrealized
KO Coca-Cola Co 0.6%
Value ($000) $1,590 Shares 25,626 Est. Cost $34.33 Unrealized +61.4%
PH Parker Hannifin Corp 0.6%
Value ($000) $1,566 Shares 4,658 Est. Cost $218.10 Unrealized +46.8%
HD Home Depot Inc 0.6%
Value ($000) $1,549 Shares 5,249 Est. Cost $189.97 Unrealized +49.8%
CRWD CrowdStrike Holdings Inc 0.6%
Value ($000) $1,509 Shares 10,995 Est. Cost $111.35 Unrealized +3.9%
CRM Salesforce Inc. 0.6%
Value ($000) $1,425 Shares 7,133 Est. Cost $174.78 Unrealized -4.5%
IGIB IShares 5-10 Year Investment Grade Corp 0.6%
Value ($000) $1,422 Shares 27,733 Est. Cost $63.04 Unrealized
EEM iShares MSCI Emrg Mkt Indx 0.6%
Value ($000) $1,400 Shares 35,475 Est. Cost $41.86 Unrealized
RTX Raytheon Technologies Corp 0.6%
Value ($000) $1,383 Shares 14,120 Est. Cost $57.21 Unrealized +61.3%
SCHD Schwab US Dividend Equity ETF 0.5%
Value ($000) $1,344 Shares 18,364 Est. Cost $54.85 Unrealized
JNK SPDR BBG Barclays High Yld Bond 0.5%
Value ($000) $1,326 Shares 14,291 Est. Cost $90.00 Unrealized
NEE Nextera Energy Inc 0.5%
Value ($000) $1,318 Shares 17,098 Est. Cost $63.31 Unrealized +11.6%
EMR Emerson Electric Co 0.5%
Value ($000) $1,285 Shares 14,746 Est. Cost $60.12 Unrealized +37.4%
MUB iShares Natl Muni Bd ETF 0.5%
Value ($000) $1,278 Shares 11,865 Est. Cost $105.52 Unrealized
GS Goldman Sachs Group Inc 0.5%
Value ($000) $1,273 Shares 3,892 Est. Cost $245.11 Unrealized +32.0%
SHOP Shopify Inc - Class A 0.5%
Value ($000) $1,262 Shares 26,328 Est. Cost $34.88 Unrealized +26.1%
BAC Bank of America Corp 0.5%
Value ($000) $1,232 Shares 43,084 Est. Cost $27.60 Unrealized +10.8%
PSX Phillips 66 0.5%
Value ($000) $1,149 Shares 11,335 Est. Cost $59.45 Unrealized +54.2%
CI Cigna Corp 0.5%
Value ($000) $1,138 Shares 4,453 Est. Cost $161.03 Unrealized +71.5%
MRSH Marsh & McLennan Cos Inc 0.4%
Value ($000) $1,084 Shares 6,510 Est. Cost $117.02 Unrealized +36.1%
UPS United Parcel Services B 0.4%
Value ($000) $1,084 Shares 5,587 Est. Cost $94.20 Unrealized +67.9%
SPTI SPDR Interm TSY ETF 0.4%
Value ($000) $1,060 Shares 36,632 Est. Cost $32.80 Unrealized
LOW Lowe's Companies Inc 0.4%
Value ($000) $1,056 Shares 5,280 Est. Cost $139.87 Unrealized +37.4%
BA Boeing Co 0.4%
Value ($000) $1,048 Shares 4,933 Est. Cost $164.73 Unrealized +26.1%
CSX CSX Corp 0.4%
Value ($000) $1,033 Shares 34,495 Est. Cost $28.41 Unrealized +3.7%
TT Trane Technologies PLC 0.4%
Value ($000) $1,010 Shares 5,488 Est. Cost $94.44 Unrealized +86.2%
GM General Motors Co 0.4%
Value ($000) $990 Shares 27,000 Est. Cost $28.16 Unrealized +30.2%
INTC Intel Corp 0.4%
Value ($000) $968 Shares 29,624 Est. Cost $33.52 Unrealized -17.9%
DHR Danaher Corp 0.4%
Value ($000) $951 Shares 3,773 Est. Cost $176.69 Unrealized +26.8%
VGSH Vanguard Short-Term Treasury 0.4%
Value ($000) $881 Shares 15,049 Est. Cost $57.77 Unrealized
SPTL SPDR Port Long Term Treasury ETF 0.4%
Value ($000) $868 Shares 28,124 Est. Cost $35.85 Unrealized
SCHW Charles Schwab Corp 0.4%
Value ($000) $864 Shares 16,498 Est. Cost $67.32 Unrealized +4.3%
NVDA NVIDIA Corp 0.3%
Value ($000) $833 Shares 3,000 Est. Cost $20.72 Unrealized +4.4%
APD Air Products & Chemicals 0.3%
Value ($000) $779 Shares 2,711 Est. Cost $251.75 Unrealized +7.3%
REGN Regeneron Pharmaceuticals 0.3%
Value ($000) $778 Shares 947 Est. Cost $541.08 Unrealized +38.6%
SJNK SPDR Barclays ST HY Bond 0.3%
Value ($000) $760 Shares 30,615 Est. Cost $27.38 Unrealized
IEF iShares 7-10 Year Treasury Bond ETF 0.3%
Value ($000) $759 Shares 7,659 Est. Cost $109.60 Unrealized
EOG EOG Resources Inc 0.3%
Value ($000) $741 Shares 6,468 Est. Cost $58.28 Unrealized +87.6%
Charles Schwab 4.45 Pfd 0.3%
Value ($000) $734 Shares 37,750 Est. Cost $22.49 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $726 Shares 13,883 Est. Cost $34.60 Unrealized +29.6%
Walgreens Boots Alliance 0.3%
Value ($000) $701 Shares 20,266 Est. Cost $67.72 Unrealized
META Meta Platforms Inc. 0.3%
Value ($000) $698 Shares 3,294 Est. Cost $201.85 Unrealized -16.2%
DNP Select Income Fund Inc 0.3%
Value ($000) $674 Shares 61,143 Est. Cost $0.01 Unrealized
IJH iShares S&P Midcap 400 0.3%
Value ($000) $667 Shares 2,667 Est. Cost $172.65 Unrealized
BE Bloom Energy Corp 0.3%
Value ($000) $658 Shares 33,000 Est. Cost $23.12 Unrealized -5.3%
IGSB IShares 1-5 Year Investment Grade Corp 0.3%
Value ($000) $652 Shares 12,905 Est. Cost $64.91 Unrealized
VCLT Vanguard Long-Term Corp Bond ETF 0.3%
Value ($000) $646 Shares 8,103 Est. Cost $96.11 Unrealized
TRV Travelers Companies Inc 0.2%
Value ($000) $606 Shares 3,538 Est. Cost $102.46 Unrealized +67.9%
CMI Cummins Inc 0.2%
Value ($000) $605 Shares 2,535 Est. Cost $191.69 Unrealized +18.9%
Huntington Bank 4.50 Pfd 0.2%
Value ($000) $572 Shares 31,300 Est. Cost $20.45 Unrealized
USB US Bancorp 0.2%
Value ($000) $541 Shares 15,000 Est. Cost $34.56 Unrealized +11.8%
Unilever PLC-Sponsored ADR 0.2%
Value ($000) $522 Shares 10,052 Est. Cost $45.82 Unrealized
VUG Vanguard Growth ETF 0.2%
Value ($000) $521 Shares 2,089 Est. Cost $112.04 Unrealized
SHEL Shell PLC - ADR 0.2%
Value ($000) $496 Shares 8,613 Est. Cost $54.92 Unrealized
ROP Roper Industries 0.2%
Value ($000) $485 Shares 1,101 Est. Cost $360.84 Unrealized +17.6%
MDLZ Mondelez International Inc 0.2%
Value ($000) $480 Shares 6,890 Est. Cost $37.95 Unrealized +61.0%
MA Mastercard Inc 0.2%
Value ($000) $469 Shares 1,290 Est. Cost $119.76 Unrealized +198.5%
CARR Carrier Global 0.2%
Value ($000) $458 Shares 10,011 Est. Cost $37.72 Unrealized +14.3%
PYPL PayPal Holdings Inc 0.2%
Value ($000) $446 Shares 5,874 Est. Cost $112.51 Unrealized -31.7%
SGOV ISHARES 0-3M Treasury Bond 0.2%
Value ($000) $445 Shares 4,422 Est. Cost $100.15 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $411 Shares 4,146 Est. Cost $42.19 Unrealized +135.8%
SHY iShares 1-3 Year Treasury Bond ETF 0.2%
Value ($000) $411 Shares 5,000 Est. Cost $86.60 Unrealized
USHY IShares Broad USD HY Corp Bond ETF 0.2%
Value ($000) $407 Shares 11,443 Est. Cost $37.02 Unrealized
VZ Verizon Communications Inc 0.2%
Value ($000) $398 Shares 10,243 Est. Cost $33.48 Unrealized -2.4%
MDT Medtronic PLC 0.2%
Value ($000) $387 Shares 4,804 Est. Cost $65.62 Unrealized +13.6%
HPQ HP Inc 0.2%
Value ($000) $383 Shares 13,048 Est. Cost $26.21 Unrealized -1.9%
KEYS Keysight Technologies Inc W/I 0.2%
Value ($000) $377 Shares 2,332 Est. Cost $68.31 Unrealized +148.5%
IBM IBM Corp 0.2%
Value ($000) $375 Shares 2,857 Est. Cost $109.08 Unrealized +10.7%
ITW Illinois Tool Works 0.1%
Value ($000) $319 Shares 1,312 Est. Cost $104.95 Unrealized +107.4%
GE General Electric Co. 0.1%
Value ($000) $312 Shares 3,262 Est. Cost $58.52 Unrealized +12.6%
SYF Synchrony Financial 0.1%
Value ($000) $307 Shares 10,568 Est. Cost $24.81 Unrealized +26.7%
BlackRock Inc 0.1%
Value ($000) $304 Shares 454 Est. Cost $475.45 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $295 Shares 1,584 Est. Cost $101.50 Unrealized +59.0%
ETSY Etsy Inc, 0.1%
Value ($000) $294 Shares 2,640 Est. Cost $114.42 Unrealized +8.4%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $278 Shares 3,295 Est. Cost $74.60 Unrealized +5.8%
FAST Fastenal Co 0.1%
Value ($000) $275 Shares 5,102 Est. Cost $14.54 Unrealized +64.3%
PFF iShares Preferred & Income Sec ETF 0.1%
Value ($000) $264 Shares 8,461 Est. Cost $38.26 Unrealized
PLUG Plug Power Inc 0.1%
Value ($000) $255 Shares 21,743 Est. Cost $30.55 Unrealized -53.2%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $253 Shares 148 Est. Cost $8.46 Unrealized +271.3%
WMT Wal Mart Inc. 0.1%
Value ($000) $252 Shares 1,707 Est. Cost $28.49 Unrealized +60.7%
AMGN Amgen Inc 0.1%
Value ($000) $240 Shares 993 Est. Cost $139.38 Unrealized +60.7%
Brunswick Corp 6.5 Pfd 0.1%
Value ($000) $237 Shares 9,338 Est. Cost $26.88 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $232 Shares 830 Est. Cost $245.25 Unrealized +2.1%
Nextera Energy Capital 5.65 Pfd 0.1%
Value ($000) $230 Shares 8,948 Est. Cost $28.05 Unrealized
National Rural Util Corp 5.5 Pfd 0.1%
Value ($000) $225 Shares 9,612 Est. Cost $26.43 Unrealized
MCK McKesson Corp W/RTS 0.1%
Value ($000) $224 Shares 630 Est. Cost $314.09 Unrealized +13.4%
SYY Sysco Corp 0.1%
Value ($000) $219 Shares 2,835 Est. Cost $60.02 Unrealized +17.8%
UNH UnitedHealth Care Group 0.1%
Value ($000) $216 Shares 458 Est. Cost $500.41 Unrealized -8.6%
LQD iShares iBoxx Inv Grade Corp Bd ETF 0.1%
Value ($000) $214 Shares 1,951 Est. Cost $106.61 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $206 Shares 4,922 Est. Cost $35.19 Unrealized +6.3%
AVB Avalonbay Communities 0.1%
Value ($000) $202 Shares 1,202 Est. Cost $147.32 Unrealized +4.2%
Southern Co 4.20 Pfd 0.1%
Value ($000) $201 Shares 10,100 Est. Cost $24.85 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $186 Shares 2,122 Est. Cost $76.80 Unrealized +10.4%
DIA SPDR Dow Jones Indu Avg Tr 0.1%
Value ($000) $177 Shares 533 Est. Cost $331.33 Unrealized
JAAA Janus AAA CLO 0.1%
Value ($000) $173 Shares 3,500 Est. Cost $49.26 Unrealized
DIS Disney (Walt) Co/The 0.1%
Value ($000) $172 Shares 1,720 Est. Cost $128.66 Unrealized -23.4%
BK Bank of New York Mellon 0.1%
Value ($000) $168 Shares 3,687 Est. Cost $39.25 Unrealized +14.0%
OGN Organon & Company 0.1%
Value ($000) $156 Shares 6,652 Est. Cost $21.97 Unrealized +5.9%
C Citigroup Inc 0.1%
Value ($000) $153 Shares 3,265 Est. Cost $40.56 Unrealized +9.2%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $141 Shares 461 Est. Cost $291.87 Unrealized +7.8%
CL Colgate-Palmolive Co 0.1%
Value ($000) $137 Shares 1,825 Est. Cost $69.73 Unrealized -0.2%
MMM 3M Company 0.1%
Value ($000) $137 Shares 1,302 Est. Cost $121.15 Unrealized -29.9%
HYG iShares iBoxx USD High Yield Corp Bd ETF 0.1%
Value ($000) $136 Shares 1,805 Est. Cost $73.63 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $130 Shares 3,482 Est. Cost $40.83 Unrealized -0.9%
PPG PPG Industries Inc 0.1%
Value ($000) $129 Shares 965 Est. Cost $114.48 Unrealized +5.8%
KLAC KLA-Tencor Corporation 0.1%
Value ($000) $125 Shares 312 Est. Cost $337.92 Unrealized +13.4%
TFC Truist Financial Corp 0.0%
Value ($000) $120 Shares 3,517 Est. Cost $37.11 Unrealized +0.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $112 Shares 237 Est. Cost $426.55 Unrealized +1.6%
SPGI S & P Global Inc 0.0%
Value ($000) $112 Shares 324 Est. Cost $321.12 Unrealized +7.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $111 Shares 6,364 Est. Cost $15.19 Unrealized +0.3%
PAYX Paychex Inc 0.0%
Value ($000) $108 Shares 945 Est. Cost $106.57 Unrealized -2.1%
NFLX Netflix Inc 0.0%
Value ($000) $107 Shares 310 Est. Cost $28.29 Unrealized +17.0%
SUB iShares Short-term Ntl Muni Bond ETF 0.0%
Value ($000) $105 Shares 1,000 Est. Cost $104.27 Unrealized
FLRN SPDR Bloomberg Barclays Inv Grade FR ETF 0.0%
Value ($000) $103 Shares 3,388 Est. Cost $30.39 Unrealized
EXPE Expedia Group Inc 0.0%
Value ($000) $103 Shares 1,057 Est. Cost $93.83 Unrealized +10.8%
STIP iShares 0-5yr TIPS Bond ETF 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $96.96 Unrealized
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $97 Shares 750 Est. Cost $112.86 Unrealized +8.4%
NUE Nucor Corp 0.0%
Value ($000) $91 Shares 592 Est. Cost $129.61 Unrealized +17.5%
TAP Molson Coors Brewing Co-B 0.0%
Value ($000) $90 Shares 1,750 Est. Cost $46.45 Unrealized +1.6%
T AT & T Inc 0.0%
Value ($000) $90 Shares 4,678 Est. Cost $15.11 Unrealized +8.3%
WM Waste Management Inc 0.0%
Value ($000) $86 Shares 524 Est. Cost $153.18 Unrealized -4.4%
IR Ingersol-Rand Inc 0.0%
Value ($000) $85 Shares 1,468 Est. Cost $50.89 Unrealized +10.5%
KMB Kimberly Clark Corp 0.0%
Value ($000) $82 Shares 610 Est. Cost $112.73 Unrealized +3.1%
ILMN Illumina Inc 0.0%
Value ($000) $82 Shares 351 Est. Cost $383.25 Unrealized -46.6%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $81 Shares 601 Est. Cost $106.44 Unrealized +10.5%
YUM Yum Brands Inc 0.0%
Value ($000) $81 Shares 610 Est. Cost $114.06 Unrealized +6.7%
GEHC GE Healthcare Technology 0.0%
Value ($000) $80 Shares 981 Est. Cost $71.08 Unrealized 0.0%
PAYC Paycom Software Inc 0.0%
Value ($000) $78 Shares 255 Est. Cost $316.26 Unrealized -6.7%
HCA HCA Holdings Inc 0.0%
Value ($000) $77 Shares 292 Est. Cost $218.18 Unrealized +13.7%
EBAY Ebay Inc 0.0%
Value ($000) $76 Shares 1,722 Est. Cost $38.98 Unrealized +11.1%
SO Southern Company 0.0%
Value ($000) $75 Shares 1,075 Est. Cost $59.62 Unrealized +1.8%
NKE Nike Inc Cl-B 0.0%
Value ($000) $75 Shares 608 Est. Cost $95.30 Unrealized +22.4%
VTRS Viatris Inc. 0.0%
Value ($000) $73 Shares 7,610 Est. Cost $9.05 Unrealized +7.1%
PSA Public Storage 0.0%
Value ($000) $73 Shares 240 Est. Cost $256.48 Unrealized +1.6%
BDX Becton Dickinson & Co 0.0%
Value ($000) $71 Shares 287 Est. Cost $223.22 Unrealized +4.0%
O Realty Income Corp 0.0%
Value ($000) $70 Shares 1,106 Est. Cost $52.23 Unrealized +5.6%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.0%
Value ($000) $68 Shares 369 Est. Cost $145.12 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $67 Shares 697 Est. Cost $84.81 Unrealized +4.0%
ORCL Oracle Corp 0.0%
Value ($000) $67 Shares 719 Est. Cost $73.20 Unrealized +15.8%
IUSV iShares Core Russell U.S. Value ETF 0.0%
Value ($000) $66 Shares 900 Est. Cost $70.63 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $65 Shares 875 Est. Cost $85.94 Unrealized -12.5%
Magellan Midstream Prtnrs 0.0%
Value ($000) $65 Shares 1,194 Est. Cost $50.21 Unrealized
BRK/B Berkshire Hathaway Cl B 0.0%
Value ($000) $64 Shares 207 Est. Cost $296.98 Unrealized +3.8%
PINS Pinterest Inc. 0.0%
Value ($000) $63 Shares 2,305 Est. Cost $25.91 Unrealized -0.0%
MPLX MPLX LP 0.0%
Value ($000) $63 Shares 1,815 Est. Cost $32.84 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $61 Shares 393 Est. Cost $126.33 Unrealized +6.9%
Kellogg Co 0.0%
Value ($000) $61 Shares 910 Est. Cost $60.91 Unrealized -6.1%
Reinsurance GRP of Amer VRN Pfd 0.0%
Value ($000) $60 Shares 2,366 Est. Cost $23.12 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $59 Shares 685 Est. Cost $72.93 Unrealized -1.3%
TE Connectivity LTD 0.0%
Value ($000) $58 Shares 445 Est. Cost $114.80 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $58 Shares 1,514 Est. Cost $31.84 Unrealized +1.9%
OKE Oneok Inc New 0.0%
Value ($000) $55 Shares 864 Est. Cost $52.27 Unrealized +9.7%
VLO Valero Energy Corp 0.0%
Value ($000) $53 Shares 382 Est. Cost $114.07 Unrealized +7.8%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $53 Shares 634 Est. Cost $82.48 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $52 Shares 260 Est. Cost $190.19 Unrealized -0.4%
SLB Schlumberger Ltd 0.0%
Value ($000) $52 Shares 1,060 Est. Cost $46.08 Unrealized +7.2%
MO Altria Group Inc 0.0%
Value ($000) $51 Shares 1,142 Est. Cost $35.03 Unrealized +3.6%
RHI Robert Half Intl Inc 0.0%
Value ($000) $50 Shares 626 Est. Cost $76.28 Unrealized +4.1%
WAT Waters Corp 0.0%
Value ($000) $50 Shares 160 Est. Cost $316.35 Unrealized +2.2%
PGR Progressive Corp 0.0%
Value ($000) $48 Shares 334 Est. Cost $115.68 Unrealized +8.9%
LEG Leggett & Platt Inc 0.0%
Value ($000) $47 Shares 1,469 Est. Cost $33.67 Unrealized -0.0%
GPC Genuine Parts Co 0.0%
Value ($000) $44 Shares 265 Est. Cost $159.11 Unrealized -2.6%
CB Chubb Ltd 0.0%
Value ($000) $44 Shares 226 Est. Cost $199.93 Unrealized +1.4%
AON Aon Plc - Class A 0.0%
Value ($000) $44 Shares 138 Est. Cost $285.70 Unrealized +6.1%
AEP American Electric Power 0.0%
Value ($000) $42 Shares 460 Est. Cost $80.91 Unrealized +1.4%
Interpublic Group of COS 0.0%
Value ($000) $40 Shares 1,071 Est. Cost $27.45 Unrealized +16.9%
CAH Cardinal Health Inc 0.0%
Value ($000) $39 Shares 518 Est. Cost $71.56 Unrealized -0.1%
GWW W.W. Grainger Inc 0.0%
Value ($000) $39 Shares 56 Est. Cost $548.52 Unrealized +13.3%
EPD Enterprise Products Part 0.0%
Value ($000) $38 Shares 1,480 Est. Cost $24.12 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $38 Shares 341 Est. Cost $94.86 Unrealized +11.1%
MITSY Mitsui & Co Ltd ADR 0.0%
Value ($000) $36 Shares 59 Est. Cost $584.03 Unrealized
EQR Equity Residential 0.0%
Value ($000) $36 Shares 600 Est. Cost $54.69 Unrealized -0.8%
NTTYY Nippon Teleg & Tel Sp ADR 0.0%
Value ($000) $35 Shares 1,166 Est. Cost $28.51 Unrealized
F Ford Motor Company 0.0%
Value ($000) $34 Shares 2,677 Est. Cost $10.07 Unrealized +1.3%
TSM Taiwan Semiconductor ADR 0.0%
Value ($000) $34 Shares 362 Est. Cost $74.49 Unrealized
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $33 Shares 1,605 Est. Cost $20.70 Unrealized
CNP Centerpoint Energy 0.0%
Value ($000) $33 Shares 1,132 Est. Cost $26.78 Unrealized +1.1%
BAESY BAE Systems PLC ADR 0.0%
Value ($000) $33 Shares 685 Est. Cost $41.19 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $33 Shares 114 Est. Cost $241.04 Unrealized +6.0%
VEU Vanguard FTSE All-World Fd 0.0%
Value ($000) $32 Shares 607 Est. Cost $50.14 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $32 Shares 339 Est. Cost $81.67 Unrealized +3.8%
D Dominion Resources Inc 0.0%
Value ($000) $31 Shares 557 Est. Cost $53.65 Unrealized -5.7%
SCCO Southern Copper Corp 0.0%
Value ($000) $31 Shares 408 Est. Cost $47.00 Unrealized +34.7%
PFG Principal Financial Group 0.0%
Value ($000) $31 Shares 415 Est. Cost $76.60 Unrealized -0.5%
NI NiSource Inc 0.0%
Value ($000) $30 Shares 1,076 Est. Cost $23.70 Unrealized +5.0%
ALIZY Allianz SE Unsp ADR 0.0%
Value ($000) $30 Shares 1,287 Est. Cost $21.44 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $30 Shares 1,112 Est. Cost $29.92 Unrealized -1.7%
NSRGY Nestle Spon ADR 0.0%
Value ($000) $29 Shares 239 Est. Cost $115.80 Unrealized
COR AmerisourceBergen Corp 0.0%
Value ($000) $28 Shares 177 Est. Cost $153.47 Unrealized +0.7%
DBSDY DBS Group Hldgs Ltd ADR 0.0%
Value ($000) $28 Shares 285 Est. Cost $101.16 Unrealized
TJX TJX Companies Inc 0.0%
Value ($000) $28 Shares 361 Est. Cost $70.72 Unrealized +7.0%
VWO Vanguard MSCI Emerging Mkt 0.0%
Value ($000) $28 Shares 700 Est. Cost $38.98 Unrealized
PEG Public Serv Enterprise Grp 0.0%
Value ($000) $28 Shares 448 Est. Cost $52.12 Unrealized +5.3%
AXAHY AXA Spons ADR 0.0%
Value ($000) $28 Shares 913 Est. Cost $27.81 Unrealized
VGT Vanguard Info Tech ETF 0.0%
Value ($000) $28 Shares 72 Est. Cost $319.42 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $27 Shares 379 Est. Cost $25.00 Unrealized +14.7%
FIS Fidelity National Info Serv 0.0%
Value ($000) $27 Shares 500 Est. Cost $65.44 Unrealized -7.7%
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $27 Shares 774 Est. Cost $30.46 Unrealized
DEO Diageo PLC-Sponsored ADR 0.0%
Value ($000) $26 Shares 144 Est. Cost $178.19 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $26 Shares 56 Est. Cost $484.45 Unrealized -6.0%
ZTS Zoetis Inc 0.0%
Value ($000) $25 Shares 150 Est. Cost $143.20 Unrealized +11.0%
TM Toyota Motor Corp ADR 0.0%
Value ($000) $25 Shares 174 Est. Cost $136.58 Unrealized
BBWI Bath & Body Works Inc. 0.0%
Value ($000) $24 Shares 658 Est. Cost $34.20 Unrealized +12.9%
SIEGY Siemens AG-Spons ADR 0.0%
Value ($000) $24 Shares 292 Est. Cost $69.18 Unrealized
BHP BHP Limited Spons ADR 0.0%
Value ($000) $23 Shares 368 Est. Cost $62.05 Unrealized
AA Alcoa Inc 0.0%
Value ($000) $23 Shares 538 Est. Cost $41.94 Unrealized +10.9%
OMC Omnicom Group Inc 0.0%
Value ($000) $23 Shares 242 Est. Cost $66.68 Unrealized +20.5%
RIO Rio Tinto PLC-SPON ADR 0.0%
Value ($000) $23 Shares 332 Est. Cost $71.20 Unrealized
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
NSC Norfolk Southern Corp 0.0%
Value ($000) $22 Shares 104 Est. Cost $220.43 Unrealized -1.7%
JCI Johnson Controls International 0.0%
Value ($000) $22 Shares 365 Est. Cost $57.70 Unrealized +5.2%
IBDRY Iberdrola SA-Sponsored ADR 0.0%
Value ($000) $22 Shares 440 Est. Cost $46.66 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $22 Shares 398 Est. Cost $48.43 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $22 Shares 228 Est. Cost $82.72 Unrealized +1.0%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $21 Shares 425 Est. Cost $50.33 Unrealized
DOW Dow Inc 0.0%
Value ($000) $21 Shares 389 Est. Cost $40.52 Unrealized +16.7%
J P Morgan Alerian MLP ETN 0.0%
Value ($000) $21 Shares 943 Est. Cost $21.75 Unrealized
IHG Intercontinental Hotels ADR 0.0%
Value ($000) $20 Shares 304 Est. Cost $58.34 Unrealized
VCR Vanguard Cons Discretionary 0.0%
Value ($000) $20 Shares 80 Est. Cost $219.03 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $20 Shares 332 Est. Cost $64.60 Unrealized +0.0%
Total SA-Spon ADR 0.0%
Value ($000) $20 Shares 335 Est. Cost $62.08 Unrealized
IX Orix Corp Spon ADR 0.0%
Value ($000) $20 Shares 240 Est. Cost $80.52 Unrealized
KMTUY Komatsu Ltd Spons ADR 0.0%
Value ($000) $19 Shares 778 Est. Cost $21.80 Unrealized
IP International Paper Co 0.0%
Value ($000) $19 Shares 531 Est. Cost $29.99 Unrealized +8.4%
LNC Lincoln National Corp 0.0%
Value ($000) $19 Shares 850 Est. Cost $32.63 Unrealized -24.1%
American Financial Group 5.875 Pfd 0.0%
Value ($000) $19 Shares 876 Est. Cost $22.59 Unrealized
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $18 Shares 2,838 Est. Cost $6.67 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $18 Shares 160 Est. Cost $99.59 Unrealized +10.5%
HSBC HSBC Holdings Plc Spon ADR 0.0%
Value ($000) $18 Shares 523 Est. Cost $31.16 Unrealized
PAA Plains All American Pipe 0.0%
Value ($000) $18 Shares 1,423 Est. Cost $11.76 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $18 Shares 74 Est. Cost $248.05 Unrealized
AB Alliance Bernstein Hldg LP 0.0%
Value ($000) $18 Shares 480 Est. Cost $34.37 Unrealized
IEX Idex Corp 0.0%
Value ($000) $17 Shares 75 Est. Cost $214.74 Unrealized +1.8%
WU Western Union Co 0.0%
Value ($000) $17 Shares 1,547 Est. Cost $13.77 Unrealized
SPG Simon Property Group LP 0.0%
Value ($000) $17 Shares 153 Est. Cost $93.48 Unrealized +9.0%
Discover Financial Services 0.0%
Value ($000) $17 Shares 173 Est. Cost $97.83 Unrealized
LHX L3Harris Technologies Inc. 0.0%
Value ($000) $17 Shares 86 Est. Cost $211.01 Unrealized -9.0%
INFY Infosys Ltd-SP ADR 0.0%
Value ($000) $17 Shares 948 Est. Cost $18.01 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $16 Shares 228 Est. Cost $59.61 Unrealized +13.7%
COF Capital One Financial Corp 0.0%
Value ($000) $16 Shares 169 Est. Cost $93.09 Unrealized +7.1%
CAG Conagra Inc 0.0%
Value ($000) $16 Shares 431 Est. Cost $30.96 Unrealized +3.2%
WEX WEX INC 0.0%
Value ($000) $16 Shares 88 Est. Cost $155.68 Unrealized +17.0%
XLF Financial Sel Sec SPDR Fd 0.0%
Value ($000) $16 Shares 500 Est. Cost $34.20 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $15 Shares 66 Est. Cost $155.01 Unrealized +23.0%
IDXX Idexx Labs Inc 0.0%
Value ($000) $15 Shares 30 Est. Cost $388.17 Unrealized +23.3%
LW Lamb Weston Holding Inc. 0.0%
Value ($000) $15 Shares 143 Est. Cost $80.41 Unrealized +16.6%
FE FirstEnergy 0.0%
Value ($000) $14 Shares 357 Est. Cost $34.36 Unrealized +4.3%
ET Energy Transfer Equity LP 0.0%
Value ($000) $14 Shares 1,129 Est. Cost $11.87 Unrealized
LYB Lyondellbasell Indu Cl A 0.0%
Value ($000) $14 Shares 148 Est. Cost $66.35 Unrealized +14.9%
EIX Edison International 0.0%
Value ($000) $14 Shares 195 Est. Cost $53.19 Unrealized +11.3%
WBD Warner Bros Discovery Inc. 0.0%
Value ($000) $14 Shares 910 Est. Cost $11.29 Unrealized +26.1%
Apollo Management 6.375 Pfd 0.0%
Value ($000) $13 Shares 600 Est. Cost $21.69 Unrealized
Kimco Realty Corp 5.25 Pfd 0.0%
Value ($000) $13 Shares 655 Est. Cost $20.16 Unrealized
CEG Constellation Energy 0.0%
Value ($000) $13 Shares 167 Est. Cost $87.71 Unrealized -9.9%
BASFY BASF SE ADR 0.0%
Value ($000) $13 Shares 996 Est. Cost $12.38 Unrealized
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $13 Shares 194 Est. Cost $67.07 Unrealized
CTVA Corteva Inc. 0.0%
Value ($000) $13 Shares 213 Est. Cost $61.14 Unrealized -3.3%
DE Deere & Company 0.0%
Value ($000) $12 Shares 30 Est. Cost $388.70 Unrealized +2.2%
MDXG Mimedx Group Inc 0.0%
Value ($000) $12 Shares 3,583 Est. Cost $9.20 Unrealized -57.9%
Zions Bancorp 6.30 Pfd 0.0%
Value ($000) $12 Shares 500 Est. Cost $25.32 Unrealized
BNPQY BNP Paribas ADR 0.0%
Value ($000) $12 Shares 399 Est. Cost $28.42 Unrealized
WPP WPP PLC-Spon ADR 0.0%
Value ($000) $11 Shares 189 Est. Cost $49.16 Unrealized
VDC Vanguard Consumer Staples 0.0%
Value ($000) $11 Shares 58 Est. Cost $191.57 Unrealized
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 +2.5%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $11 Shares 56 Est. Cost $182.64 Unrealized
ERIC Ericsson LM TEL-SP ADR 0.0%
Value ($000) $11 Shares 1,806 Est. Cost $5.84 Unrealized
Lazard Ltd-Class A 0.0%
Value ($000) $10 Shares 317 Est. Cost $34.67 Unrealized
SMG Scotts Miracle-Gro Co Cl-A 0.0%
Value ($000) $10 Shares 148 Est. Cost $43.38 Unrealized +45.1%
Goldman Sachs Gp 4 Pfd 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.52 Unrealized
Barnes Group Inc 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.85 Unrealized
TSLA TESLA Inc 0.0%
Value ($000) $10 Shares 48 Est. Cost $181.89 Unrealized -4.1%
PM Philip Morris Intl Inc 0.0%
Value ($000) $9 Shares 92 Est. Cost $81.30 Unrealized +7.0%
GlaxoSmithKline PLC 0.0%
Value ($000) $9 Shares 251 Est. Cost $35.14 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $9 Shares 560 Est. Cost $13.48 Unrealized +7.3%
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 +6.7%
GEO GEO Group Inc. New 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $9.72 Unrealized +0.9%
VAW Vanguard Materials ETF 0.0%
Value ($000) $8 Shares 43 Est. Cost $170.21 Unrealized
E Eni Spa-Sponsored ADR 0.0%
Value ($000) $7 Shares 265 Est. Cost $28.66 Unrealized
FBIN Fortune Brands Innovations Inc. 0.0%
Value ($000) $7 Shares 123 Est. Cost $49.85 Unrealized +16.8%
VSCO Victoria's Secret 0.0%
Value ($000) $7 Shares 204 Est. Cost $39.74 Unrealized -6.7%
EMB iShares JP Morgan EMB 0.0%
Value ($000) $7 Shares 80 Est. Cost $84.59 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $7 Shares 88 Est. Cost $82.73 Unrealized
IDU iShares DJ US Util Sector 0.0%
Value ($000) $7 Shares 80 Est. Cost $86.54 Unrealized
HMC Honda Motor Co Ltd ADR 0.0%
Value ($000) $7 Shares 250 Est. Cost $22.86 Unrealized
HOG Harley-Davidson Inc 0.0%
Value ($000) $6 Shares 159 Est. Cost $42.57 Unrealized +3.2%
FCX Freeport-McMoran Copper-B 0.0%
Value ($000) $6 Shares 144 Est. Cost $33.48 Unrealized +19.4%
ROK Rockwell Automation Inc 0.0%
Value ($000) $6 Shares 20 Est. Cost $237.86 Unrealized +13.7%
MU Micron Technology Inc 0.0%
Value ($000) $6 Shares 97 Est. Cost $53.81 Unrealized +7.3%
NuStar Energy LP 0.0%
Value ($000) $6 Shares 367 Est. Cost $16.00 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $6 Shares 31 Est. Cost $102.74 Unrealized +67.7%
FTV Fortive Corp 0.0%
Value ($000) $5 Shares 80 Est. Cost $47.79 Unrealized +4.0%
VOD Vodafone Group PLC 0.0%
Value ($000) $5 Shares 492 Est. Cost $10.12 Unrealized
ACN Accenture PLC Cl-A 0.0%
Value ($000) $5 Shares 19 Est. Cost $264.08 Unrealized -1.0%
PetIQ Inc 0.0%
Value ($000) $5 Shares 450 Est. Cost $9.22 Unrealized
Gabelli Utility Trust 0.0%
Value ($000) $5 Shares 720 Est. Cost $7.51 Unrealized
REZI Resideo Technologies Inc. 0.0%
Value ($000) $5 Shares 276 Est. Cost $18.13 Unrealized -0.2%
CLF Cleveland - Cliffs Inc 0.0%
Value ($000) $5 Shares 254 Est. Cost $15.06 Unrealized +31.5%
CHTR Charter Communications Inc 0.0%
Value ($000) $5 Shares 13 Est. Cost $351.41 Unrealized +6.3%
Cedar Fair Ltd Partnership 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.34 Unrealized
GLW Corning Inc 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.73 Unrealized +8.0%
IVZ Invesco Ltd 0.0%
Value ($000) $4 Shares 267 Est. Cost $14.76 Unrealized +5.3%
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
FLR Fluor Corp (New) 0.0%
Value ($000) $4 Shares 116 Est. Cost $31.93 Unrealized +7.7%
IYZ iShares DJ US Telecommunic 0.0%
Value ($000) $4 Shares 152 Est. Cost $22.43 Unrealized
AT&T Inc. 4.75 Pfd 0.0%
Value ($000) $4 Shares 165 Est. Cost $17.63 Unrealized
State Street Corp 5.90 Pfd 0.0%
Value ($000) $3 Shares 150 Est. Cost $23.30 Unrealized
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $3 Shares 279 Est. Cost $11.84 Unrealized +5.0%
ADP Automatic Data Processing 0.0%
Value ($000) $3 Shares 15 Est. Cost $228.99 Unrealized -7.7%
Fifth Third Bancorp 4.95 Pfd 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.71 Unrealized
ALC Alcon Inc. 0.0%
Value ($000) $3 Shares 46 Est. Cost $63.16 Unrealized +11.6%
Duke Energy Corp 5.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.63 Unrealized
JPMorgan Chase & Co. 6 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.68 Unrealized
Georgia Power Co 5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.61 Unrealized
Unum Group 6.25 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.15 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $3 Shares 170 Est. Cost $13.85 Unrealized +3.5%
DFIN Donnelley Financial Solutions 0.0%
Value ($000) $3 Shares 76 Est. Cost $37.49 Unrealized +13.4%
Juniper Networks Inc 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.96 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $3 Shares 56 Est. Cost $41.86 Unrealized +22.7%
Ford Motor Co 6.5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.75 Unrealized
WDS Woodside Energy Group LTD 0.0%
Value ($000) $3 Shares 130 Est. Cost $24.21 Unrealized
JPMorgan Chase & Co 4.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.41 Unrealized
Bank of America Corp 5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.54 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $186.71 Unrealized +1.5%
Oaktree Capital Group LLC 6.125 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $21.45 Unrealized
Truist Financial Corp 4.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.09 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $3 Shares 316 Est. Cost $8.00 Unrealized
CMS CMS Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $53.55 Unrealized +4.7%
Wells Fargo & Co 5.625 Pfd 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.68 Unrealized
CDP Corporate Office Property 0.0%
Value ($000) $2 Shares 95 Est. Cost $25.94 Unrealized
BXP Boston Properties Inc 0.0%
Value ($000) $2 Shares 41 Est. Cost $58.78 Unrealized -6.6%
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 29 Est. Cost $71.13 Unrealized -1.7%
KD Kyndryl Holdings 0.0%
Value ($000) $2 Shares 144 Est. Cost $10.06 Unrealized +41.1%
SLVM Sylvamo Corp 0.0%
Value ($000) $2 Shares 44 Est. Cost $43.62 Unrealized -0.6%
SJM JM Smucker Co 0.0%
Value ($000) $2 Shares 12 Est. Cost $133.49 Unrealized +2.7%
ASIX Advansix Inc 0.0%
Value ($000) $2 Shares 49 Est. Cost $34.73 Unrealized +7.1%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.28 Unrealized -0.1%
DOV Dover Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $127.77 Unrealized +10.9%
CUK Carnival PLC ADR 0.0%
Value ($000) $2 Shares 198 Est. Cost $7.19 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $62.49 Unrealized +2.8%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $87.06 Unrealized -7.0%
HCP Inc 0.0%
Value ($000) $2 Shares 78 Est. Cost $25.06 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $2 Shares 27 Est. Cost $64.70 Unrealized -8.6%
CCL Carnival Corp 0.0%
Value ($000) $2 Shares 155 Est. Cost $8.62 Unrealized +20.2%
DVA Davita Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $77.66 Unrealized +3.2%
IFF Intl Flavors & Fragrances 0.0%
Value ($000) $1 Shares 15 Est. Cost $89.88 Unrealized +2.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $86.71 Unrealized -4.7%
CTSH Cognizant Technology Cl A 0.0%
Value ($000) $1 Shares 21 Est. Cost $55.69 Unrealized +7.2%
WAB Wabtec Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $93.96 Unrealized +7.0%
MBC Masterbrand Inc. 0.0%
Value ($000) $1 Shares 123 Est. Cost $8.19 Unrealized +7.7%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.87 Unrealized +8.9%
NTAP NetApp Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.60 Unrealized -1.8%
Frontline PLC 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.15 Unrealized
SONY Sony Corp Spons ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.30 Unrealized
NVT Nvent Electric PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $35.48 Unrealized +14.7%
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.94 Unrealized +4.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 116 Est. Cost $7.03 Unrealized +10.1%
CC Chemours Co 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.65 Unrealized +10.5%
ACLLY Accelleron Industries AG 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.69 Unrealized
ADNT Adient PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $34.97 Unrealized +19.4%
VNT Vontier Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $18.74 Unrealized +28.9%
Westrock Co 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.17 Unrealized
VNO Vornado Realty Trust 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.80 Unrealized
NGVT Ingevity Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $70.50 Unrealized +12.6%
TRIP Tripadvisor Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $20.87 Unrealized +2.4%
AVNW Aviat Networks Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.38 Unrealized +11.9%
SAIC Science Applications Int 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.40 Unrealized +0.0%
2Seventy Bio Inc. 0.0%
Value ($000) $0 Shares 41 Est. Cost $9.37 Unrealized
Bluebird Bio Inc 0.0%
Value ($000) $0 Shares 124 Est. Cost $6.92 Unrealized
AVNS Avanos Medical Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.45 Unrealized +18.7%
FCPT Four Corners Property Trust 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.92 Unrealized
OPITQ Office Properties Income Trust 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.36 Unrealized
UE Urban Edge Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.10 Unrealized
JBGS JBG Smith Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $19.00 Unrealized
AIG American Intl Group 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.21 Unrealized +0.9%
RMR RMR Group Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.62 Unrealized +4.5%
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $27.07 Unrealized -6.4%
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