BOYD WATTERSON ASSET MANAGEMENT LLC/OH Diversified Active

CIK: 0001121477 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $251,312

Holdings (422)

SPY SPDR S & P 500 ETF Trust 8.1%
Value ($000) $20,439 Shares 46,108 Est. Cost $235.07 Unrealized
MSFT Microsoft Corp 6.8%
Value ($000) $17,177 Shares 50,440 Est. Cost $60.19 Unrealized +410.4%
MBB iShares MBS Bond ETF 5.5%
Value ($000) $13,751 Shares 147,436 Est. Cost $98.64 Unrealized
AAPL Apple Inc 3.5%
Value ($000) $8,674 Shares 44,717 Est. Cost $89.34 Unrealized +92.6%
GOOGL Alphabet Inc-CL A 2.9%
Value ($000) $7,390 Shares 61,739 Est. Cost $107.40 Unrealized +6.4%
AVGO Broadcom Inc 2.7%
Value ($000) $6,837 Shares 7,882 Est. Cost $23.91 Unrealized +187.5%
MDY SPDR S & P Midcap 400 ETF 2.7%
Value ($000) $6,671 Shares 13,930 Est. Cost $302.97 Unrealized
JPM J P Morgan Chase 2.6%
Value ($000) $6,436 Shares 44,253 Est. Cost $70.07 Unrealized +85.0%
LLY Lilly (Eli) & Co 2.2%
Value ($000) $5,609 Shares 11,961 Est. Cost $139.36 Unrealized +195.3%
HON Honeywell International 2.1%
Value ($000) $5,301 Shares 25,549 Est. Cost $111.62 Unrealized +57.3%
AXP American Express Co 1.9%
Value ($000) $4,887 Shares 28,053 Est. Cost $81.07 Unrealized +92.7%
XOM Exxon Mobil Corp 1.9%
Value ($000) $4,789 Shares 44,651 Est. Cost $48.20 Unrealized +106.7%
ABBV Abbvie Inc 1.8%
Value ($000) $4,642 Shares 34,457 Est. Cost $49.65 Unrealized +169.3%
ETN Eaton Corp PLC 1.8%
Value ($000) $4,532 Shares 22,537 Est. Cost $60.40 Unrealized +182.0%
JNJ Johnson & Johnson 1.5%
Value ($000) $3,764 Shares 22,742 Est. Cost $107.36 Unrealized +38.7%
PEP PepsiCo Inc 1.4%
Value ($000) $3,586 Shares 19,362 Est. Cost $96.88 Unrealized +76.1%
AGG iShares Barclays Agg Bond 1.4%
Value ($000) $3,446 Shares 35,180 Est. Cost $110.14 Unrealized
VOO Vanguard S&P 500 ETF 1.3%
Value ($000) $3,298 Shares 8,097 Est. Cost $205.28 Unrealized
AMZN Amazon.com Inc 1.3%
Value ($000) $3,227 Shares 24,756 Est. Cost $124.98 Unrealized -8.6%
BMY Bristol-Myers Squibb Co 1.3%
Value ($000) $3,168 Shares 49,540 Est. Cost $48.59 Unrealized +21.3%
IOO iShares S&P Global 100 Fd 1.2%
Value ($000) $3,068 Shares 40,330 Est. Cost $59.84 Unrealized
LIN Linde PLC 1.2%
Value ($000) $2,944 Shares 7,726 Est. Cost $322.30 Unrealized +9.5%
CVX Chevron Corp 1.2%
Value ($000) $2,918 Shares 18,543 Est. Cost $77.71 Unrealized +84.3%
V Visa Inc Cl-A Shares 1.1%
Value ($000) $2,888 Shares 12,161 Est. Cost $133.51 Unrealized +68.1%
PG Procter & Gamble Co 1.1%
Value ($000) $2,843 Shares 18,738 Est. Cost $79.10 Unrealized +78.7%
ABT Abbott Laboratories 1.1%
Value ($000) $2,759 Shares 25,310 Est. Cost $39.13 Unrealized +159.3%
CAT Caterpillar Inc 1.1%
Value ($000) $2,662 Shares 10,817 Est. Cost $109.27 Unrealized +95.6%
IJR iShares S&P SmallCap 600 1.0%
Value ($000) $2,426 Shares 24,350 Est. Cost $93.90 Unrealized
MRK Merck & Company 0.9%
Value ($000) $2,386 Shares 20,678 Est. Cost $63.63 Unrealized +64.2%
PFE Pfizer Inc 0.9%
Value ($000) $2,232 Shares 60,848 Est. Cost $20.88 Unrealized +59.1%
TMO Thermo Fisher Corp 0.9%
Value ($000) $2,208 Shares 4,232 Est. Cost $335.24 Unrealized +59.7%
QCOM Qualcomm Inc 0.9%
Value ($000) $2,179 Shares 18,304 Est. Cost $99.69 Unrealized +8.7%
ORLY O'Reilly Automotive Inc 0.8%
Value ($000) $2,115 Shares 2,214 Est. Cost $30.49 Unrealized +100.3%
GOOG Alphabet Inc-CL C 0.8%
Value ($000) $1,986 Shares 16,420 Est. Cost $107.79 Unrealized +6.6%
BKNG Booking Holdings Inc. 0.8%
Value ($000) $1,947 Shares 721 Est. Cost $2002.53 Unrealized +29.8%
EFA iShares MSCI EAFE Index Fd 0.7%
Value ($000) $1,866 Shares 25,732 Est. Cost $58.58 Unrealized
PH Parker Hannifin Corp 0.7%
Value ($000) $1,815 Shares 4,655 Est. Cost $218.10 Unrealized +50.6%
SHOP Shopify Inc - Class A 0.7%
Value ($000) $1,700 Shares 26,312 Est. Cost $34.88 Unrealized +62.1%
CRWD CrowdStrike Holdings Inc 0.7%
Value ($000) $1,683 Shares 11,462 Est. Cost $112.49 Unrealized +23.9%
ZBRA Zebra Technologies Corp Cl 0.7%
Value ($000) $1,652 Shares 5,585 Est. Cost $251.76 Unrealized +11.4%
HD Home Depot Inc 0.6%
Value ($000) $1,567 Shares 5,046 Est. Cost $189.97 Unrealized +45.5%
CRM Salesforce Inc. 0.6%
Value ($000) $1,506 Shares 7,129 Est. Cost $174.78 Unrealized +15.4%
US Bank 4.00 Pfd 0.6%
Value ($000) $1,494 Shares 89,165 Est. Cost $24.87 Unrealized
KO Coca-Cola Co 0.6%
Value ($000) $1,479 Shares 24,568 Est. Cost $34.33 Unrealized +67.1%
EEM iShares MSCI Emrg Mkt Indx 0.6%
Value ($000) $1,403 Shares 35,475 Est. Cost $41.86 Unrealized
RTX Raytheon Technologies Corp 0.6%
Value ($000) $1,382 Shares 14,112 Est. Cost $57.21 Unrealized +61.3%
SCHD Schwab US Dividend Equity ETF 0.5%
Value ($000) $1,334 Shares 18,364 Est. Cost $54.85 Unrealized
EMR Emerson Electric Co 0.5%
Value ($000) $1,333 Shares 14,743 Est. Cost $60.12 Unrealized +33.2%
NVDA NVIDIA Corp 0.5%
Value ($000) $1,269 Shares 3,000 Est. Cost $20.72 Unrealized +60.1%
NEE Nextera Energy Inc 0.5%
Value ($000) $1,269 Shares 17,098 Est. Cost $63.31 Unrealized +10.6%
CI Cigna Corp 0.5%
Value ($000) $1,250 Shares 4,453 Est. Cost $161.03 Unrealized +54.0%
TGT Target Corp 0.5%
Value ($000) $1,247 Shares 9,454 Est. Cost $83.68 Unrealized +61.3%
BAC Bank of America Corp 0.5%
Value ($000) $1,237 Shares 43,112 Est. Cost $27.60 Unrealized -3.5%
MRSH Marsh & McLennan Cos Inc 0.5%
Value ($000) $1,224 Shares 6,508 Est. Cost $117.02 Unrealized +45.6%
IGIB IShares 5-10 Year Investment Grade Corp 0.5%
Value ($000) $1,216 Shares 24,054 Est. Cost $63.04 Unrealized
INTC Intel Corp 0.5%
Value ($000) $1,195 Shares 35,732 Est. Cost $33.04 Unrealized -7.0%
LOW Lowe's Companies Inc 0.5%
Value ($000) $1,192 Shares 5,280 Est. Cost $139.87 Unrealized +41.4%
CSX CSX Corp 0.5%
Value ($000) $1,153 Shares 33,816 Est. Cost $28.41 Unrealized +7.1%
SPTL SPDR Port Long Term Treasury ETF 0.4%
Value ($000) $1,080 Shares 36,108 Est. Cost $34.53 Unrealized
PSX Phillips 66 0.4%
Value ($000) $1,067 Shares 11,185 Est. Cost $59.45 Unrealized +48.9%
TT Trane Technologies PLC 0.4%
Value ($000) $1,050 Shares 5,488 Est. Cost $94.44 Unrealized +82.9%
BA Boeing Co 0.4%
Value ($000) $1,042 Shares 4,933 Est. Cost $164.73 Unrealized +26.1%
GM General Motors Co 0.4%
Value ($000) $1,041 Shares 27,000 Est. Cost $28.16 Unrealized +19.4%
SPTI SPDR Interm TSY ETF 0.4%
Value ($000) $993 Shares 35,091 Est. Cost $32.80 Unrealized
META Meta Platforms Inc. 0.4%
Value ($000) $943 Shares 3,287 Est. Cost $201.85 Unrealized +21.4%
UPS United Parcel Services B 0.4%
Value ($000) $937 Shares 5,226 Est. Cost $94.20 Unrealized +64.1%
DHR Danaher Corp 0.4%
Value ($000) $907 Shares 3,778 Est. Cost $176.69 Unrealized +18.1%
IEF iShares 7-10 Year Treasury Bond ETF 0.4%
Value ($000) $884 Shares 9,149 Est. Cost $107.48 Unrealized
USB US Bancorp 0.3%
Value ($000) $834 Shares 25,250 Est. Cost $32.07 Unrealized -11.4%
APD Air Products & Chemicals 0.3%
Value ($000) $813 Shares 2,714 Est. Cost $251.75 Unrealized +5.4%
Charles Schwab 4.45 Pfd 0.3%
Value ($000) $744 Shares 37,750 Est. Cost $22.49 Unrealized
GS Goldman Sachs Group Inc 0.3%
Value ($000) $717 Shares 2,224 Est. Cost $245.11 Unrealized +25.6%
IJH iShares S&P Midcap 400 0.3%
Value ($000) $697 Shares 2,667 Est. Cost $172.65 Unrealized
VCLT Vanguard Long-Term Corp Bond ETF 0.3%
Value ($000) $686 Shares 8,735 Est. Cost $94.83 Unrealized
REGN Regeneron Pharmaceuticals 0.3%
Value ($000) $680 Shares 947 Est. Cost $541.08 Unrealized +41.7%
VGSH Vanguard Short-Term Treasury 0.3%
Value ($000) $655 Shares 11,345 Est. Cost $57.77 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $645 Shares 12,461 Est. Cost $34.60 Unrealized +31.5%
DNP Select Income Fund Inc 0.3%
Value ($000) $643 Shares 61,338 Est. Cost $0.01 Unrealized
SJNK SPDR Barclays ST HY Bond 0.3%
Value ($000) $638 Shares 25,841 Est. Cost $27.38 Unrealized
EOG EOG Resources Inc 0.3%
Value ($000) $634 Shares 5,543 Est. Cost $58.28 Unrealized +79.2%
IGSB IShares 1-5 Year Investment Grade Corp 0.2%
Value ($000) $624 Shares 12,431 Est. Cost $64.91 Unrealized
CMI Cummins Inc 0.2%
Value ($000) $622 Shares 2,538 Est. Cost $191.69 Unrealized +11.1%
TRV Travelers Companies Inc 0.2%
Value ($000) $614 Shares 3,538 Est. Cost $102.46 Unrealized +63.7%
VUG Vanguard Growth ETF 0.2%
Value ($000) $591 Shares 2,089 Est. Cost $112.04 Unrealized
Walgreens Boots Alliance 0.2%
Value ($000) $577 Shares 20,266 Est. Cost $67.72 Unrealized
Huntington Bank 4.50 Pfd 0.2%
Value ($000) $554 Shares 31,300 Est. Cost $20.45 Unrealized
JNK SPDR BBG Barclays High Yld Bond 0.2%
Value ($000) $542 Shares 5,891 Est. Cost $90.00 Unrealized
ROP Roper Industries 0.2%
Value ($000) $528 Shares 1,098 Est. Cost $360.84 Unrealized +23.4%
SHEL Shell PLC - ADR 0.2%
Value ($000) $520 Shares 8,613 Est. Cost $54.92 Unrealized
MA Mastercard Inc 0.2%
Value ($000) $507 Shares 1,290 Est. Cost $119.76 Unrealized +208.8%
SCHW Charles Schwab Corp 0.2%
Value ($000) $500 Shares 8,815 Est. Cost $67.32 Unrealized -25.1%
CARR Carrier Global 0.2%
Value ($000) $498 Shares 10,018 Est. Cost $37.72 Unrealized +12.7%
MDLZ Mondelez International Inc 0.2%
Value ($000) $466 Shares 6,389 Est. Cost $37.95 Unrealized +80.6%
COP ConocoPhillips 0.2%
Value ($000) $430 Shares 4,154 Est. Cost $42.19 Unrealized +123.9%
MDT Medtronic PLC 0.2%
Value ($000) $424 Shares 4,813 Est. Cost $65.62 Unrealized +21.0%
SHY iShares 1-3 Year Treasury Bond ETF 0.2%
Value ($000) $405 Shares 5,000 Est. Cost $86.60 Unrealized
HPQ HP Inc 0.2%
Value ($000) $401 Shares 13,062 Est. Cost $26.21 Unrealized +3.5%
USHY IShares Broad USD HY Corp Bond ETF 0.2%
Value ($000) $387 Shares 10,959 Est. Cost $37.02 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value ($000) $361 Shares 5,413 Est. Cost $112.51 Unrealized -39.5%
SYF Synchrony Financial 0.1%
Value ($000) $358 Shares 10,568 Est. Cost $24.81 Unrealized +16.1%
GE General Electric Co. 0.1%
Value ($000) $357 Shares 3,252 Est. Cost $58.52 Unrealized +36.4%
IBM IBM Corp 0.1%
Value ($000) $343 Shares 2,560 Est. Cost $109.08 Unrealized +8.2%
ITW Illinois Tool Works 0.1%
Value ($000) $328 Shares 1,312 Est. Cost $104.95 Unrealized +109.3%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $317 Shares 148 Est. Cost $8.46 Unrealized +367.4%
BlackRock Inc 0.1%
Value ($000) $316 Shares 457 Est. Cost $475.45 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $304 Shares 8,173 Est. Cost $33.48 Unrealized -6.8%
FAST Fastenal Co 0.1%
Value ($000) $301 Shares 5,102 Est. Cost $14.54 Unrealized +76.6%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $292 Shares 3,283 Est. Cost $74.60 Unrealized +8.1%
BE Bloom Energy Corp 0.1%
Value ($000) $286 Shares 17,500 Est. Cost $23.12 Unrealized -30.1%
TXN Texas Instruments Inc 0.1%
Value ($000) $285 Shares 1,584 Est. Cost $101.50 Unrealized +56.7%
MCK McKesson Corp W/RTS 0.1%
Value ($000) $271 Shares 634 Est. Cost $314.09 Unrealized +20.8%
WMT Wal Mart Inc. 0.1%
Value ($000) $268 Shares 1,707 Est. Cost $28.49 Unrealized +71.8%
PFF iShares Preferred & Income Sec ETF 0.1%
Value ($000) $262 Shares 8,461 Est. Cost $38.26 Unrealized
Brunswick Corp 6.5 Pfd 0.1%
Value ($000) $238 Shares 9,338 Est. Cost $26.88 Unrealized
National Rural Util Corp 5.5 Pfd 0.1%
Value ($000) $233 Shares 9,612 Est. Cost $26.43 Unrealized
AVB Avalonbay Communities 0.1%
Value ($000) $228 Shares 1,207 Est. Cost $147.32 Unrealized +10.2%
Nextera Energy Capital 5.65 Pfd 0.1%
Value ($000) $226 Shares 8,948 Est. Cost $28.05 Unrealized
ETSY Etsy Inc, 0.1%
Value ($000) $223 Shares 2,640 Est. Cost $114.42 Unrealized -17.6%
AMGN Amgen Inc 0.1%
Value ($000) $221 Shares 996 Est. Cost $139.38 Unrealized +53.3%
Southern Co 4.20 Pfd 0.1%
Value ($000) $211 Shares 10,100 Est. Cost $24.85 Unrealized
SGOV ISHARES 0-3M Treasury Bond 0.1%
Value ($000) $208 Shares 2,069 Est. Cost $100.15 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $201 Shares 4,942 Est. Cost $35.19 Unrealized +6.4%
SYY Sysco Corp 0.1%
Value ($000) $196 Shares 2,635 Est. Cost $60.02 Unrealized +14.2%
VMBS Vanguard MBS ETF 0.1%
Value ($000) $191 Shares 4,153 Est. Cost $45.99 Unrealized
DIA SPDR Dow Jones Indu Avg Tr 0.1%
Value ($000) $183 Shares 533 Est. Cost $331.33 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $182 Shares 2,130 Est. Cost $76.80 Unrealized +2.0%
UNH UnitedHealth Care Group 0.1%
Value ($000) $160 Shares 333 Est. Cost $500.41 Unrealized -7.1%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $154 Shares 464 Est. Cost $291.87 Unrealized +1.6%
KLAC KLA-Tencor Corporation 0.1%
Value ($000) $151 Shares 312 Est. Cost $337.92 Unrealized +20.7%
C Citigroup Inc 0.1%
Value ($000) $150 Shares 3,265 Est. Cost $40.56 Unrealized +5.4%
WFC Wells Fargo & Co 0.1%
Value ($000) $149 Shares 3,482 Est. Cost $40.83 Unrealized -7.8%
PPG PPG Industries Inc 0.1%
Value ($000) $143 Shares 965 Est. Cost $114.48 Unrealized +15.0%
CL Colgate-Palmolive Co 0.1%
Value ($000) $141 Shares 1,825 Est. Cost $69.73 Unrealized +4.6%
OGN Organon & Company 0.1%
Value ($000) $138 Shares 6,650 Est. Cost $21.97 Unrealized -13.1%
NFLX Netflix Inc 0.1%
Value ($000) $137 Shares 310 Est. Cost $28.29 Unrealized +30.2%
HYG iShares iBoxx USD High Yield Corp Bd ETF 0.1%
Value ($000) $136 Shares 1,805 Est. Cost $73.63 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $133 Shares 445 Est. Cost $245.25 Unrealized +11.4%
MMM 3M Company 0.1%
Value ($000) $130 Shares 1,302 Est. Cost $121.15 Unrealized -36.0%
SPGI S & P Global Inc 0.1%
Value ($000) $130 Shares 324 Est. Cost $321.12 Unrealized +11.4%
EXPE Expedia Group Inc 0.0%
Value ($000) $116 Shares 1,057 Est. Cost $93.83 Unrealized +3.6%
TAP Molson Coors Brewing Co-B 0.0%
Value ($000) $115 Shares 1,750 Est. Cost $46.45 Unrealized +22.3%
KMI Kinder Morgan Inc 0.0%
Value ($000) $110 Shares 6,392 Est. Cost $15.19 Unrealized -2.7%
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $109 Shares 750 Est. Cost $112.86 Unrealized +17.6%
Unilever PLC-Sponsored ADR 0.0%
Value ($000) $107 Shares 2,052 Est. Cost $45.82 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $106 Shares 945 Est. Cost $106.57 Unrealized -5.2%
LQD iShares iBoxx Inv Grade Corp Bd ETF 0.0%
Value ($000) $104 Shares 965 Est. Cost $106.61 Unrealized
FLRN SPDR Bloomberg Barclays Inv Grade FR ETF 0.0%
Value ($000) $100 Shares 3,258 Est. Cost $30.39 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $97 Shares 592 Est. Cost $129.61 Unrealized +8.2%
IR Ingersol-Rand Inc 0.0%
Value ($000) $96 Shares 1,468 Est. Cost $50.89 Unrealized +15.9%
TFC Truist Financial Corp 0.0%
Value ($000) $96 Shares 3,155 Est. Cost $37.11 Unrealized -27.4%
WM Waste Management Inc 0.0%
Value ($000) $91 Shares 524 Est. Cost $153.18 Unrealized +3.6%
HCA HCA Holdings Inc 0.0%
Value ($000) $89 Shares 292 Est. Cost $218.18 Unrealized +24.7%
ORCL Oracle Corp 0.0%
Value ($000) $86 Shares 719 Est. Cost $73.20 Unrealized +37.2%
YUM Yum Brands Inc 0.0%
Value ($000) $85 Shares 610 Est. Cost $114.06 Unrealized +12.9%
KMB Kimberly Clark Corp 0.0%
Value ($000) $84 Shares 610 Est. Cost $112.73 Unrealized +11.6%
PAYC Paycom Software Inc 0.0%
Value ($000) $82 Shares 255 Est. Cost $316.26 Unrealized -8.6%
EBAY Ebay Inc 0.0%
Value ($000) $77 Shares 1,722 Est. Cost $38.98 Unrealized +8.4%
PINS Pinterest Inc. 0.0%
Value ($000) $77 Shares 2,805 Est. Cost $25.73 Unrealized -3.2%
VTRS Viatris Inc. 0.0%
Value ($000) $76 Shares 7,610 Est. Cost $9.05 Unrealized -6.5%
BDX Becton Dickinson & Co 0.0%
Value ($000) $76 Shares 287 Est. Cost $223.22 Unrealized +8.4%
SO Southern Company 0.0%
Value ($000) $76 Shares 1,075 Est. Cost $59.62 Unrealized +9.5%
T AT & T Inc 0.0%
Value ($000) $75 Shares 4,678 Est. Cost $15.11 Unrealized -2.1%
Magellan Midstream Prtnrs 0.0%
Value ($000) $74 Shares 1,194 Est. Cost $50.21 Unrealized
MUB iShares Natl Muni Bd ETF 0.0%
Value ($000) $72 Shares 675 Est. Cost $105.52 Unrealized
BRK/B Berkshire Hathaway Cl B 0.0%
Value ($000) $71 Shares 207 Est. Cost $296.98 Unrealized +9.9%
IUSV iShares Core Russell U.S. Value ETF 0.0%
Value ($000) $70 Shares 900 Est. Cost $70.63 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $70 Shares 601 Est. Cost $106.44 Unrealized +3.3%
PSA Public Storage 0.0%
Value ($000) $70 Shares 240 Est. Cost $256.48 Unrealized +1.7%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.0%
Value ($000) $69 Shares 369 Est. Cost $145.12 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $66 Shares 393 Est. Cost $126.33 Unrealized +14.5%
DUK Duke Energy Corp 0.0%
Value ($000) $63 Shares 697 Est. Cost $84.81 Unrealized +0.4%
TE Connectivity LTD 0.0%
Value ($000) $62 Shares 445 Est. Cost $114.80 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $62 Shares 1,815 Est. Cost $32.84 Unrealized
Reinsurance GRP of Amer VRN Pfd 0.0%
Value ($000) $59 Shares 2,366 Est. Cost $23.12 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $56 Shares 1,514 Est. Cost $31.84 Unrealized +0.7%
KEYS Keysight Technologies Inc W/I 0.0%
Value ($000) $56 Shares 332 Est. Cost $68.31 Unrealized +127.2%
ILMN Illumina Inc 0.0%
Value ($000) $55 Shares 294 Est. Cost $383.25 Unrealized -47.2%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $54 Shares 1,060 Est. Cost $50.62 Unrealized
OKE Oneok Inc New 0.0%
Value ($000) $53 Shares 864 Est. Cost $52.27 Unrealized +3.6%
UNP Union Pacific Corp 0.0%
Value ($000) $53 Shares 260 Est. Cost $190.19 Unrealized -1.7%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $53 Shares 634 Est. Cost $82.48 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $53 Shares 685 Est. Cost $72.93 Unrealized +6.3%
SLB Schlumberger Ltd 0.0%
Value ($000) $52 Shares 1,060 Est. Cost $46.08 Unrealized -3.4%
MO Altria Group Inc 0.0%
Value ($000) $52 Shares 1,142 Est. Cost $35.03 Unrealized +4.4%
CAH Cardinal Health Inc 0.0%
Value ($000) $49 Shares 518 Est. Cost $71.56 Unrealized +12.6%
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $48 Shares 2,300 Est. Cost $20.81 Unrealized
AON Aon Plc - Class A 0.0%
Value ($000) $48 Shares 138 Est. Cost $285.70 Unrealized +11.6%
RHI Robert Half Inc. 0.0%
Value ($000) $47 Shares 626 Est. Cost $76.28 Unrealized -6.4%
LMT Lockheed Martin Corp 0.0%
Value ($000) $46 Shares 99 Est. Cost $426.55 Unrealized +1.2%
GPC Genuine Parts Co 0.0%
Value ($000) $45 Shares 265 Est. Cost $159.11 Unrealized -4.9%
VLO Valero Energy Corp 0.0%
Value ($000) $45 Shares 382 Est. Cost $114.07 Unrealized -6.0%
PGR Progressive Corp 0.0%
Value ($000) $44 Shares 334 Est. Cost $115.68 Unrealized +6.0%
MITSY Mitsui & Co Ltd ADR 0.0%
Value ($000) $44 Shares 59 Est. Cost $584.03 Unrealized
GWW W.W. Grainger Inc 0.0%
Value ($000) $44 Shares 56 Est. Cost $548.52 Unrealized +22.7%
CB Chubb Ltd 0.0%
Value ($000) $44 Shares 226 Est. Cost $199.93 Unrealized -5.0%
LEG Leggett & Platt Inc 0.0%
Value ($000) $44 Shares 1,469 Est. Cost $33.67 Unrealized -6.6%
WAT Waters Corp 0.0%
Value ($000) $43 Shares 160 Est. Cost $316.35 Unrealized -12.0%
Interpublic Group of COS 0.0%
Value ($000) $41 Shares 1,071 Est. Cost $27.45 Unrealized +23.7%
F Ford Motor Company 0.0%
Value ($000) $41 Shares 2,677 Est. Cost $10.07 Unrealized +6.2%
EQR Equity Residential 0.0%
Value ($000) $40 Shares 600 Est. Cost $54.69 Unrealized +2.2%
SUB iShares Short-term Ntl Muni Bond ETF 0.0%
Value ($000) $39 Shares 379 Est. Cost $104.27 Unrealized
EPD Enterprise Products Part 0.0%
Value ($000) $39 Shares 1,480 Est. Cost $24.12 Unrealized
AEP American Electric Power 0.0%
Value ($000) $39 Shares 460 Est. Cost $80.91 Unrealized -1.2%
PLUG Plug Power Inc 0.0%
Value ($000) $38 Shares 3,638 Est. Cost $30.55 Unrealized -70.2%
STIP iShares 0-5yr TIPS Bond ETF 0.0%
Value ($000) $37 Shares 379 Est. Cost $96.96 Unrealized
TSM Taiwan Semiconductor ADR 0.0%
Value ($000) $37 Shares 362 Est. Cost $74.49 Unrealized
NTTYY Nippon Teleg & Tel Sp ADR 0.0%
Value ($000) $34 Shares 1,166 Est. Cost $28.51 Unrealized
COR AmerisourceBergen Corp 0.0%
Value ($000) $34 Shares 177 Est. Cost $153.47 Unrealized +10.2%
MSI Motorola Solutions Inc 0.0%
Value ($000) $33 Shares 114 Est. Cost $241.04 Unrealized +15.4%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $33 Shares 341 Est. Cost $94.86 Unrealized +1.7%
VEU Vanguard FTSE All-World Fd 0.0%
Value ($000) $33 Shares 607 Est. Cost $50.14 Unrealized
CNP Centerpoint Energy 0.0%
Value ($000) $33 Shares 1,132 Est. Cost $26.78 Unrealized +2.9%
BAESY BAE Systems PLC ADR 0.0%
Value ($000) $32 Shares 685 Est. Cost $41.19 Unrealized
VGT Vanguard Info Tech ETF 0.0%
Value ($000) $32 Shares 72 Est. Cost $319.42 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $31 Shares 415 Est. Cost $76.60 Unrealized -14.5%
DIS Disney (Walt) Co/The 0.0%
Value ($000) $31 Shares 345 Est. Cost $128.66 Unrealized -28.1%
ED Consolidated Edison Inc 0.0%
Value ($000) $31 Shares 339 Est. Cost $81.67 Unrealized +6.9%
TJX TJX Companies Inc 0.0%
Value ($000) $31 Shares 361 Est. Cost $70.72 Unrealized +7.7%
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $30 Shares 774 Est. Cost $30.46 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $30 Shares 435 Est. Cost $85.94 Unrealized -25.2%
ALIZY Allianz SE Unsp ADR 0.0%
Value ($000) $30 Shares 1,287 Est. Cost $21.44 Unrealized
NI NiSource Inc 0.0%
Value ($000) $29 Shares 1,076 Est. Cost $23.70 Unrealized +7.6%
SCCO Southern Copper Corp 0.0%
Value ($000) $29 Shares 408 Est. Cost $47.00 Unrealized +37.1%
FITB Fifth Third Bancorp 0.0%
Value ($000) $29 Shares 1,112 Est. Cost $29.92 Unrealized -22.8%
D Dominion Resources Inc 0.0%
Value ($000) $29 Shares 557 Est. Cost $53.65 Unrealized -11.3%
NSRGY Nestle Spon ADR 0.0%
Value ($000) $29 Shares 239 Est. Cost $115.80 Unrealized
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 +9.6%
TM Toyota Motor Corp ADR 0.0%
Value ($000) $28 Shares 174 Est. Cost $136.58 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.0%
Value ($000) $28 Shares 270 Est. Cost $102.94 Unrealized
FIS Fidelity National Info Serv 0.0%
Value ($000) $27 Shares 500 Est. Cost $65.44 Unrealized -21.3%
AXAHY AXA Spons ADR 0.0%
Value ($000) $27 Shares 913 Est. Cost $27.81 Unrealized
CMBS iShares CMBS ETF 0.0%
Value ($000) $27 Shares 583 Est. Cost $45.86 Unrealized
DBSDY DBS Group Hldgs Ltd ADR 0.0%
Value ($000) $27 Shares 285 Est. Cost $101.16 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $26 Shares 150 Est. Cost $143.20 Unrealized +17.4%
DEO Diageo PLC-Sponsored ADR 0.0%
Value ($000) $25 Shares 144 Est. Cost $178.19 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $25 Shares 56 Est. Cost $484.45 Unrealized -8.6%
JCI Johnson Controls International 0.0%
Value ($000) $25 Shares 365 Est. Cost $57.70 Unrealized +1.7%
BBWI Bath & Body Works Inc. 0.0%
Value ($000) $25 Shares 658 Est. Cost $34.20 Unrealized -1.0%
NVS Novartis AG ADR 0.0%
Value ($000) $24 Shares 242 Est. Cost $90.72 Unrealized
SIEGY Siemens AG-Spons ADR 0.0%
Value ($000) $24 Shares 292 Est. Cost $69.18 Unrealized
MDXG Mimedx Group Inc 0.0%
Value ($000) $24 Shares 3,670 Est. Cost $9.10 Unrealized -44.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $24 Shares 104 Est. Cost $220.43 Unrealized -9.2%
OMC Omnicom Group Inc 0.0%
Value ($000) $23 Shares 242 Est. Cost $66.68 Unrealized +27.3%
IBDRY Iberdrola SA-Sponsored ADR 0.0%
Value ($000) $23 Shares 440 Est. Cost $46.66 Unrealized
Brunswick Corp 6.625 Pfd 0.0%
Value ($000) $23 Shares 871 Est. Cost $24.72 Unrealized
VCR Vanguard Cons Discretionary 0.0%
Value ($000) $23 Shares 80 Est. Cost $219.03 Unrealized
BHP BHP Limited Spons ADR 0.0%
Value ($000) $22 Shares 368 Est. Cost $62.05 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $22 Shares 850 Est. Cost $32.63 Unrealized -42.7%
IX Orix Corp Spon ADR 0.0%
Value ($000) $22 Shares 240 Est. Cost $80.52 Unrealized
American Financial Group 5.875 Pfd 0.0%
Value ($000) $22 Shares 876 Est. Cost $22.59 Unrealized
J P Morgan Alerian MLP ETN 0.0%
Value ($000) $22 Shares 943 Est. Cost $21.75 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $21 Shares 398 Est. Cost $48.43 Unrealized
IHG Intercontinental Hotels ADR 0.0%
Value ($000) $21 Shares 304 Est. Cost $58.34 Unrealized
RIO Rio Tinto PLC-SPON ADR 0.0%
Value ($000) $21 Shares 332 Est. Cost $71.20 Unrealized
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $21 Shares 2,838 Est. Cost $6.67 Unrealized
KMTUY Komatsu Ltd Spons ADR 0.0%
Value ($000) $21 Shares 778 Est. Cost $21.80 Unrealized
HSBC HSBC Holdings Plc Spon ADR 0.0%
Value ($000) $21 Shares 523 Est. Cost $31.16 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $21 Shares 332 Est. Cost $64.60 Unrealized -6.9%
Discover Financial Services 0.0%
Value ($000) $20 Shares 173 Est. Cost $97.83 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $20 Shares 160 Est. Cost $99.59 Unrealized +18.2%
WEC WEC Energy Group Inc 0.0%
Value ($000) $20 Shares 228 Est. Cost $82.72 Unrealized +1.6%
PAA Plains All American Pipe 0.0%
Value ($000) $20 Shares 1,423 Est. Cost $11.76 Unrealized
Total SA-Spon ADR 0.0%
Value ($000) $19 Shares 335 Est. Cost $62.08 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $18 Shares 169 Est. Cost $93.09 Unrealized +3.0%
WELL Welltower Inc 0.0%
Value ($000) $18 Shares 228 Est. Cost $59.61 Unrealized +21.9%
AA Alcoa Inc 0.0%
Value ($000) $18 Shares 538 Est. Cost $41.94 Unrealized -16.2%
WU Western Union Co 0.0%
Value ($000) $18 Shares 1,547 Est. Cost $13.77 Unrealized
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 +1.0%
IP International Paper Co 0.0%
Value ($000) $17 Shares 531 Est. Cost $29.99 Unrealized -3.0%
XLF Financial Sel Sec SPDR Fd 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.20 Unrealized
LHX L3Harris Technologies Inc. 0.0%
Value ($000) $17 Shares 86 Est. Cost $211.01 Unrealized -14.3%
LW Lamb Weston Holding Inc. 0.0%
Value ($000) $16 Shares 143 Est. Cost $80.41 Unrealized +31.8%
FDX FedEx Corp 0.0%
Value ($000) $16 Shares 66 Est. Cost $155.01 Unrealized +39.4%
IEX Idex Corp 0.0%
Value ($000) $16 Shares 75 Est. Cost $214.74 Unrealized -5.6%
Kimco Realty Corp 5.25 Pfd 0.0%
Value ($000) $16 Shares 655 Est. Cost $20.16 Unrealized
WEX WEX INC 0.0%
Value ($000) $16 Shares 88 Est. Cost $155.68 Unrealized +13.8%
CEG Constellation Energy 0.0%
Value ($000) $15 Shares 167 Est. Cost $87.71 Unrealized -7.3%
INFY Infosys Ltd-SP ADR 0.0%
Value ($000) $15 Shares 948 Est. Cost $18.01 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $15 Shares 213 Est. Cost $25.00 Unrealized +8.7%
IDXX Idexx Labs Inc 0.0%
Value ($000) $15 Shares 30 Est. Cost $388.17 Unrealized +23.5%
CAG Conagra Inc 0.0%
Value ($000) $15 Shares 431 Est. Cost $30.96 Unrealized +1.4%
ET Energy Transfer Equity LP 0.0%
Value ($000) $14 Shares 1,129 Est. Cost $11.87 Unrealized
FE FirstEnergy 0.0%
Value ($000) $14 Shares 357 Est. Cost $34.36 Unrealized +2.4%
LYB Lyondellbasell Indu Cl A 0.0%
Value ($000) $14 Shares 148 Est. Cost $66.35 Unrealized +14.5%
Apollo Management 6.375 Pfd 0.0%
Value ($000) $14 Shares 600 Est. Cost $22.65 Unrealized
EIX Edison International 0.0%
Value ($000) $14 Shares 195 Est. Cost $53.19 Unrealized +17.2%
Zions Bancorp 6.30 Pfd 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.32 Unrealized
TSLA TESLA Inc 0.0%
Value ($000) $13 Shares 48 Est. Cost $181.89 Unrealized +9.9%
BNPQY BNP Paribas ADR 0.0%
Value ($000) $13 Shares 399 Est. Cost $28.42 Unrealized
CTVA Corteva Inc. 0.0%
Value ($000) $12 Shares 213 Est. Cost $61.14 Unrealized -7.4%
GEHC GE Healthcare Technology 0.0%
Value ($000) $12 Shares 150 Est. Cost $71.08 Unrealized +11.8%
DE Deere & Company 0.0%
Value ($000) $12 Shares 30 Est. Cost $388.70 Unrealized -5.4%
BASFY BASF SE ADR 0.0%
Value ($000) $12 Shares 996 Est. Cost $12.38 Unrealized
DOW Dow Inc 0.0%
Value ($000) $12 Shares 223 Est. Cost $40.52 Unrealized +11.7%
MAT Mattel Inc 0.0%
Value ($000) $12 Shares 600 Est. Cost $18.13 Unrealized -0.4%
IMCB iShares Morningstar Mid Co 0.0%
Value ($000) $12 Shares 184 Est. Cost $58.67 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $12 Shares 56 Est. Cost $182.64 Unrealized
WBD Warner Bros Discovery Inc. 0.0%
Value ($000) $11 Shares 910 Est. Cost $11.29 Unrealized +14.9%
VDC Vanguard Consumer Staples 0.0%
Value ($000) $11 Shares 58 Est. Cost $191.57 Unrealized
Barnes Group Inc 0.0%
Value ($000) $11 Shares 250 Est. Cost $40.85 Unrealized
CAJPY Canon Inc SP ADR 0.0%
Value ($000) $10 Shares 393 Est. Cost $21.68 Unrealized
Goldman Sachs Gp 4 Pfd 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.52 Unrealized
Lazard Ltd-Class A 0.0%
Value ($000) $10 Shares 317 Est. Cost $34.67 Unrealized
WPP WPP PLC-Spon ADR 0.0%
Value ($000) $10 Shares 189 Est. Cost $49.16 Unrealized
ERIC Ericsson LM TEL-SP ADR 0.0%
Value ($000) $10 Shares 1,806 Est. Cost $5.84 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $9 Shares 560 Est. Cost $13.48 Unrealized +5.4%
PM Philip Morris Intl Inc 0.0%
Value ($000) $9 Shares 92 Est. Cost $81.30 Unrealized +3.9%
GSK GlaxoSmithKline PLC 0.0%
Value ($000) $9 Shares 251 Est. Cost $35.64 Unrealized
BK Bank of New York Mellon 0.0%
Value ($000) $9 Shares 200 Est. Cost $39.25 Unrealized +1.7%
FBIN Fortune Brands Innovations Inc. 0.0%
Value ($000) $9 Shares 123 Est. Cost $49.85 Unrealized +21.9%
SMG Scotts Miracle-Gro Co Cl-A 0.0%
Value ($000) $9 Shares 140 Est. Cost $43.38 Unrealized +36.4%
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) $8 Shares 265 Est. Cost $28.66 Unrealized
HMC Honda Motor Co Ltd ADR 0.0%
Value ($000) $8 Shares 250 Est. Cost $22.86 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $7 Shares 88 Est. Cost $82.73 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $7 Shares 95 Est. Cost $78.90 Unrealized -10.9%
EMB iShares JP Morgan EMB 0.0%
Value ($000) $7 Shares 80 Est. Cost $84.59 Unrealized
PetIQ Inc 0.0%
Value ($000) $7 Shares 450 Est. Cost $9.22 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $7 Shares 20 Est. Cost $237.86 Unrealized +16.0%
IDU iShares DJ US Util Sector 0.0%
Value ($000) $7 Shares 80 Est. Cost $86.54 Unrealized
AB Alliance Bernstein Hldg LP 0.0%
Value ($000) $6 Shares 200 Est. Cost $34.37 Unrealized
NuStar Energy LP 0.0%
Value ($000) $6 Shares 367 Est. Cost $16.00 Unrealized
O Realty Income Corp 0.0%
Value ($000) $6 Shares 103 Est. Cost $52.23 Unrealized +0.6%
MU Micron Technology Inc 0.0%
Value ($000) $6 Shares 97 Est. Cost $53.81 Unrealized +18.0%
FTV Fortive Corp 0.0%
Value ($000) $6 Shares 80 Est. Cost $47.79 Unrealized +4.5%
BAB Invesco Taxable Muni ETF 0.0%
Value ($000) $6 Shares 225 Est. Cost $26.55 Unrealized
Quadratic Deflation ETF 0.0%
Value ($000) $6 Shares 367 Est. Cost $16.27 Unrealized
ACN Accenture PLC Cl-A 0.0%
Value ($000) $6 Shares 19 Est. Cost $264.08 Unrealized +5.9%
FCX Freeport-McMoran Copper-B 0.0%
Value ($000) $6 Shares 144 Est. Cost $33.48 Unrealized +9.8%
HOG Harley-Davidson Inc 0.0%
Value ($000) $6 Shares 159 Est. Cost $42.57 Unrealized -18.0%
AVY Avery Dennison Corp 0.0%
Value ($000) $5 Shares 31 Est. Cost $102.74 Unrealized +58.4%
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 -4.8%
CHTR Charter Communications Inc 0.0%
Value ($000) $5 Shares 13 Est. Cost $351.41 Unrealized -2.9%
VOD Vodafone Group PLC 0.0%
Value ($000) $5 Shares 492 Est. Cost $10.12 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $4 Shares 267 Est. Cost $14.76 Unrealized -3.8%
QYLD Global X Funds ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $15.91 Unrealized
GLW Corning Inc 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.73 Unrealized +2.9%
CLF Cleveland - Cliffs Inc 0.0%
Value ($000) $4 Shares 254 Est. Cost $15.06 Unrealized +5.3%
Cedar Fair Ltd Partnership 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.34 Unrealized
State Street Corp 5.90 Pfd 0.0%
Value ($000) $4 Shares 150 Est. Cost $23.30 Unrealized
ALC Alcon Inc. 0.0%
Value ($000) $4 Shares 46 Est. Cost $63.16 Unrealized +20.0%
PNR Pentair PLC 0.0%
Value ($000) $4 Shares 56 Est. Cost $41.86 Unrealized +33.6%
VDE Vanguard Energy ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $121.28 Unrealized
VSCO Victoria's Secret 0.0%
Value ($000) $4 Shares 204 Est. Cost $39.74 Unrealized -36.6%
AT&T Inc. 4.75 Pfd 0.0%
Value ($000) $3 Shares 165 Est. Cost $17.63 Unrealized
DFIN Donnelley Financial Solutions 0.0%
Value ($000) $3 Shares 76 Est. Cost $37.49 Unrealized +17.7%
FLR Fluor Corp (New) 0.0%
Value ($000) $3 Shares 116 Est. Cost $31.93 Unrealized -10.1%
IYZ iShares DJ US Telecommunic 0.0%
Value ($000) $3 Shares 152 Est. Cost $22.43 Unrealized
CUK Carnival PLC ADR 0.0%
Value ($000) $3 Shares 198 Est. Cost $7.19 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $3 Shares 15 Est. Cost $228.99 Unrealized -11.2%
Fifth Third Bancorp 4.95 Pfd 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.71 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $3 Shares 170 Est. Cost $13.85 Unrealized +3.8%
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
Duke Energy Corp 5.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.63 Unrealized
WDS Woodside Energy Group LTD 0.0%
Value ($000) $3 Shares 130 Est. Cost $24.21 Unrealized
Ford Motor Co 6.5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.75 Unrealized
Unum Group 6.25 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.15 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $3 Shares 155 Est. Cost $8.62 Unrealized +35.7%
Juniper Networks Inc 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.96 Unrealized
Oaktree Capital Group LLC 6.125 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $21.45 Unrealized
Bank of America Corp 5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.54 Unrealized
JPMorgan Chase & Co 4.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.41 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $3 Shares 316 Est. Cost $8.00 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $186.71 Unrealized -4.6%
Truist Financial Corp 4.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.09 Unrealized
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $2 Shares 279 Est. Cost $11.84 Unrealized -25.0%
BXP Boston Properties Inc 0.0%
Value ($000) $2 Shares 41 Est. Cost $58.78 Unrealized -24.1%
Wells Fargo & Co 5.625 Pfd 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.68 Unrealized
CMS CMS Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $53.55 Unrealized +3.7%
CDP Corporate Office Property 0.0%
Value ($000) $2 Shares 95 Est. Cost $25.94 Unrealized
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $87.06 Unrealized -1.6%
KD Kyndryl Holdings 0.0%
Value ($000) $2 Shares 144 Est. Cost $10.06 Unrealized +34.5%
AFL Aflac Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $62.49 Unrealized +1.2%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.28 Unrealized -3.2%
DVA Davita Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $77.66 Unrealized +19.5%
SLVM Sylvamo Corp 0.0%
Value ($000) $2 Shares 44 Est. Cost $43.62 Unrealized -9.1%
SJM JM Smucker Co 0.0%
Value ($000) $2 Shares 12 Est. Cost $133.49 Unrealized +3.8%
DOV Dover Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $127.77 Unrealized +8.4%
ASIX Advansix Inc 0.0%
Value ($000) $2 Shares 49 Est. Cost $34.73 Unrealized -2.5%
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 29 Est. Cost $71.13 Unrealized -18.3%
SMCWX Smallcap World Fd Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $62.41 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $2 Shares 27 Est. Cost $64.70 Unrealized -11.4%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $2 Shares 78 Est. Cost $17.60 Unrealized 0.0%
MBC Masterbrand Inc. 0.0%
Value ($000) $1 Shares 123 Est. Cost $8.19 Unrealized +17.1%
PRU Prudential Financial Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $86.71 Unrealized -15.3%
CTSH Cognizant Technology Cl A 0.0%
Value ($000) $1 Shares 21 Est. Cost $55.69 Unrealized +6.6%
WAB Wabtec Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $93.96 Unrealized +4.2%
IFF Intl Flavors & Fragrances 0.0%
Value ($000) $1 Shares 15 Est. Cost $89.88 Unrealized -10.9%
NTAP NetApp Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.60 Unrealized +3.6%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.87 Unrealized +8.1%
NVT Nvent Electric PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $35.48 Unrealized +21.2%
CC Chemours Co 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.65 Unrealized +3.3%
SONY Sony Corp Spons ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.30 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 116 Est. Cost $7.03 Unrealized +14.2%
ACLLY Accelleron Industries AG 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.69 Unrealized
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.94 Unrealized +2.8%
VNT Vontier Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $18.74 Unrealized +53.8%
FRO Frontline PLC 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.03 Unrealized 0.0%
VNO Vornado Realty Trust 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.80 Unrealized
ADNT Adient PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $34.97 Unrealized +5.7%
Westrock Co 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.17 Unrealized
SAIC Science Applications Int 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.40 Unrealized -1.5%
AVNW Aviat Networks Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.38 Unrealized +4.8%
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
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.50 Unrealized -14.9%
TRIP Tripadvisor Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $20.87 Unrealized -18.9%
UE Urban Edge Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.10 Unrealized
FCPT Four Corners Property Trust 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.92 Unrealized
JBGS JBG Smith Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $19.00 Unrealized
AVNS Avanos Medical Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.45 Unrealized +7.7%
AIG American Intl Group 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.21 Unrealized -6.6%
OPITQ Office Properties Income Trust 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.36 Unrealized
RMR RMR Group Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.62 Unrealized -11.6%
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $27.07 Unrealized -9.6%
OXY/WS Occidental Petroleum Corp Warrants 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.33 Unrealized
Zimvie Inc. 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.29 Unrealized
ONL Orion Office Reit Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.50 Unrealized