BOYD WATTERSON ASSET MANAGEMENT LLC/OH Diversified Active

CIK: 0001121477 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $228,786

Holdings (421)

SPY SPDR S & P 500 ETF Trust 8.5%
Value ($000) $19,406 Shares 45,395 Est. Cost $235.07 Unrealized
MSFT Microsoft Corp 7.0%
Value ($000) $16,080 Shares 50,925 Est. Cost $60.19 Unrealized +439.3%
GOOGL Alphabet Inc-CL A 3.4%
Value ($000) $7,857 Shares 60,043 Est. Cost $107.40 Unrealized +19.5%
AAPL Apple Inc 3.3%
Value ($000) $7,591 Shares 44,337 Est. Cost $89.34 Unrealized +103.0%
AVGO Broadcom Inc 2.9%
Value ($000) $6,524 Shares 7,854 Est. Cost $23.91 Unrealized +251.2%
LLY Lilly (Eli) & Co 2.9%
Value ($000) $6,521 Shares 12,141 Est. Cost $144.81 Unrealized +250.0%
JPM J P Morgan Chase 2.8%
Value ($000) $6,406 Shares 44,175 Est. Cost $70.07 Unrealized +103.1%
MDY SPDR S & P Midcap 400 ETF 2.8%
Value ($000) $6,361 Shares 13,930 Est. Cost $302.97 Unrealized
MBB iShares MBS Bond ETF 2.7%
Value ($000) $6,129 Shares 69,023 Est. Cost $98.64 Unrealized
XOM Exxon Mobil Corp 2.3%
Value ($000) $5,244 Shares 44,600 Est. Cost $48.20 Unrealized +109.5%
ETN Eaton Corp PLC 2.3%
Value ($000) $5,232 Shares 24,530 Est. Cost $72.53 Unrealized +189.1%
ABBV Abbvie Inc 2.2%
Value ($000) $5,130 Shares 34,413 Est. Cost $49.65 Unrealized +172.6%
HON Honeywell International 2.2%
Value ($000) $4,938 Shares 26,728 Est. Cost $114.36 Unrealized +52.0%
AXP American Express Co 1.8%
Value ($000) $4,174 Shares 27,977 Est. Cost $81.07 Unrealized +96.0%
JNJ Johnson & Johnson 1.5%
Value ($000) $3,350 Shares 21,508 Est. Cost $107.36 Unrealized +42.8%
PEP PepsiCo Inc 1.5%
Value ($000) $3,344 Shares 19,735 Est. Cost $98.21 Unrealized +70.2%
AMZN Amazon.com Inc 1.4%
Value ($000) $3,189 Shares 25,084 Est. Cost $125.10 Unrealized +7.1%
VOO Vanguard S&P 500 ETF 1.4%
Value ($000) $3,180 Shares 8,097 Est. Cost $205.28 Unrealized
CVX Chevron Corp 1.4%
Value ($000) $3,114 Shares 18,468 Est. Cost $77.71 Unrealized +87.6%
IOO iShares S&P Global 100 Fd 1.3%
Value ($000) $2,954 Shares 40,330 Est. Cost $59.84 Unrealized
CAT Caterpillar Inc 1.3%
Value ($000) $2,953 Shares 10,817 Est. Cost $109.27 Unrealized +139.3%
LIN Linde PLC 1.3%
Value ($000) $2,869 Shares 7,705 Est. Cost $322.30 Unrealized +14.5%
V Visa Inc Cl-A Shares 1.2%
Value ($000) $2,788 Shares 12,120 Est. Cost $133.51 Unrealized +76.9%
PG Procter & Gamble Co 1.2%
Value ($000) $2,727 Shares 18,694 Est. Cost $79.10 Unrealized +82.2%
BMY Bristol-Myers Squibb Co 1.2%
Value ($000) $2,699 Shares 46,500 Est. Cost $48.59 Unrealized +11.8%
ABT Abbott Laboratories 1.1%
Value ($000) $2,496 Shares 25,773 Est. Cost $40.23 Unrealized +149.7%
GOOG Alphabet Inc-CL C 1.1%
Value ($000) $2,426 Shares 18,402 Est. Cost $110.08 Unrealized +17.2%
MRK Merck & Company 1.0%
Value ($000) $2,328 Shares 22,609 Est. Cost $66.73 Unrealized +49.6%
IJR iShares S&P SmallCap 600 1.0%
Value ($000) $2,297 Shares 24,350 Est. Cost $93.90 Unrealized
TMO Thermo Fisher Corp 0.9%
Value ($000) $2,140 Shares 4,227 Est. Cost $335.24 Unrealized +57.8%
CRWD CrowdStrike Holdings Inc 0.9%
Value ($000) $2,124 Shares 12,687 Est. Cost $116.64 Unrealized +33.3%
PFE Pfizer Inc 0.9%
Value ($000) $2,018 Shares 60,848 Est. Cost $20.88 Unrealized +46.4%
BKNG Booking Holdings Inc. 0.9%
Value ($000) $1,986 Shares 644 Est. Cost $2002.53 Unrealized +48.8%
ORLY O'Reilly Automotive Inc 0.8%
Value ($000) $1,932 Shares 2,126 Est. Cost $30.49 Unrealized +105.8%
PH Parker Hannifin Corp 0.8%
Value ($000) $1,891 Shares 4,854 Est. Cost $225.21 Unrealized +73.8%
EFA iShares MSCI EAFE Index Fd 0.8%
Value ($000) $1,773 Shares 25,732 Est. Cost $58.58 Unrealized
QCOM Qualcomm Inc 0.7%
Value ($000) $1,698 Shares 15,288 Est. Cost $99.69 Unrealized +10.4%
INTC Intel Corp 0.7%
Value ($000) $1,633 Shares 45,948 Est. Cost $33.30 Unrealized +2.7%
HD Home Depot Inc 0.7%
Value ($000) $1,524 Shares 5,044 Est. Cost $189.97 Unrealized +59.5%
SCHD Schwab US Dividend Equity ETF 0.6%
Value ($000) $1,444 Shares 20,409 Est. Cost $56.44 Unrealized
CRM Salesforce Inc. 0.6%
Value ($000) $1,444 Shares 7,120 Est. Cost $174.78 Unrealized +22.1%
SHOP Shopify Inc - Class A 0.6%
Value ($000) $1,441 Shares 26,409 Est. Cost $34.88 Unrealized +73.7%
EMR Emerson Electric Co 0.6%
Value ($000) $1,423 Shares 14,737 Est. Cost $60.12 Unrealized +51.6%
KO Coca-Cola Co 0.6%
Value ($000) $1,375 Shares 24,563 Est. Cost $34.33 Unrealized +62.3%
EEM iShares MSCI Emrg Mkt Indx 0.6%
Value ($000) $1,346 Shares 35,475 Est. Cost $41.86 Unrealized
US Bank 4.00 Pfd 0.6%
Value ($000) $1,344 Shares 84,165 Est. Cost $24.87 Unrealized
PSX Phillips 66 0.6%
Value ($000) $1,340 Shares 11,149 Est. Cost $59.45 Unrealized +73.8%
NVDA NVIDIA Corp 0.6%
Value ($000) $1,305 Shares 3,000 Est. Cost $20.72 Unrealized +116.1%
CI Cigna Corp 0.6%
Value ($000) $1,274 Shares 4,453 Est. Cost $161.03 Unrealized +69.4%
AGG iShares Barclays Agg Bond 0.5%
Value ($000) $1,142 Shares 12,142 Est. Cost $110.14 Unrealized
MRSH Marsh & McLennan Cos Inc 0.5%
Value ($000) $1,139 Shares 5,984 Est. Cost $117.02 Unrealized +57.7%
TT Trane Technologies PLC 0.5%
Value ($000) $1,114 Shares 5,488 Est. Cost $94.44 Unrealized +107.3%
TGT Target Corp 0.5%
Value ($000) $1,040 Shares 9,403 Est. Cost $83.68 Unrealized +39.1%
GS Goldman Sachs Group Inc 0.4%
Value ($000) $1,011 Shares 3,124 Est. Cost $265.35 Unrealized +18.8%
ZBRA Zebra Technologies Corp Cl 0.4%
Value ($000) $984 Shares 4,159 Est. Cost $251.76 Unrealized +7.8%
NEE Nextera Energy Inc 0.4%
Value ($000) $980 Shares 17,098 Est. Cost $63.31 Unrealized +1.8%
BA Boeing Co 0.4%
Value ($000) $937 Shares 4,888 Est. Cost $164.73 Unrealized +32.8%
DHR Danaher Corp 0.4%
Value ($000) $937 Shares 3,776 Est. Cost $176.69 Unrealized +24.6%
UPS United Parcel Services B 0.4%
Value ($000) $815 Shares 5,226 Est. Cost $94.20 Unrealized +61.0%
Charles Schwab 4.45 Pfd 0.3%
Value ($000) $796 Shares 42,750 Est. Cost $22.04 Unrealized
LOW Lowe's Companies Inc 0.3%
Value ($000) $786 Shares 3,780 Est. Cost $139.87 Unrealized +53.7%
REGN Regeneron Pharmaceuticals 0.3%
Value ($000) $770 Shares 936 Est. Cost $541.08 Unrealized +44.4%
APD Air Products & Chemicals 0.3%
Value ($000) $769 Shares 2,714 Est. Cost $251.75 Unrealized +9.2%
CSX CSX Corp 0.3%
Value ($000) $766 Shares 24,906 Est. Cost $28.41 Unrealized +7.6%
IGIB IShares 5-10 Year Investment Grade Corp 0.3%
Value ($000) $755 Shares 15,514 Est. Cost $63.04 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $669 Shares 12,448 Est. Cost $34.60 Unrealized +45.4%
IJH iShares S&P Midcap 400 0.3%
Value ($000) $665 Shares 2,667 Est. Cost $172.65 Unrealized
TXN Texas Instruments Inc 0.3%
Value ($000) $649 Shares 4,084 Est. Cost $136.62 Unrealized +16.3%
PYPL PayPal Holdings Inc 0.3%
Value ($000) $623 Shares 10,651 Est. Cost $89.13 Unrealized -27.1%
DNP Select Income Fund Inc 0.3%
Value ($000) $586 Shares 61,545 Est. Cost $0.01 Unrealized
TRV Travelers Companies Inc 0.3%
Value ($000) $578 Shares 3,538 Est. Cost $102.46 Unrealized +55.9%
KVUE Kenvue Inc. 0.3%
Value ($000) $575 Shares 28,629 Est. Cost $21.04 Unrealized 0.0%
CMI Cummins Inc 0.3%
Value ($000) $573 Shares 2,510 Est. Cost $191.69 Unrealized +19.2%
SPTI SPDR Interm TSY ETF 0.2%
Value ($000) $571 Shares 20,757 Est. Cost $32.80 Unrealized
VUG Vanguard Growth ETF 0.2%
Value ($000) $569 Shares 2,089 Est. Cost $112.04 Unrealized
SHEL Shell PLC - ADR 0.2%
Value ($000) $555 Shares 8,613 Est. Cost $54.92 Unrealized
CARR Carrier Global 0.2%
Value ($000) $548 Shares 9,934 Est. Cost $37.72 Unrealized +41.7%
SCHW Charles Schwab Corp 0.2%
Value ($000) $533 Shares 9,701 Est. Cost $66.51 Unrealized -12.1%
META Meta Platforms Inc. 0.2%
Value ($000) $532 Shares 1,771 Est. Cost $201.85 Unrealized +48.2%
ROP Roper Industries 0.2%
Value ($000) $522 Shares 1,078 Est. Cost $360.84 Unrealized +33.8%
RTX RTX Corp 0.2%
Value ($000) $517 Shares 7,182 Est. Cost $57.21 Unrealized +42.0%
EOG EOG Resources Inc 0.2%
Value ($000) $510 Shares 4,023 Est. Cost $58.28 Unrealized +101.0%
MA Mastercard Inc 0.2%
Value ($000) $510 Shares 1,287 Est. Cost $119.76 Unrealized +230.8%
IEF iShares 7-10 Year Treasury Bond ETF 0.2%
Value ($000) $500 Shares 5,456 Est. Cost $107.48 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $496 Shares 4,141 Est. Cost $42.19 Unrealized +155.7%
Huntington Bank 4.50 Pfd 0.2%
Value ($000) $460 Shares 27,300 Est. Cost $20.45 Unrealized
Walgreens Boots Alliance 0.2%
Value ($000) $447 Shares 20,111 Est. Cost $67.72 Unrealized
SPTL SPDR Port Long Term Treasury ETF 0.2%
Value ($000) $443 Shares 16,924 Est. Cost $34.53 Unrealized
MDLZ Mondelez International Inc 0.2%
Value ($000) $442 Shares 6,372 Est. Cost $37.95 Unrealized +77.1%
USB US Bancorp 0.2%
Value ($000) $422 Shares 12,750 Est. Cost $32.07 Unrealized +1.4%
SHY iShares 1-3 Year Treasury Bond ETF 0.2%
Value ($000) $405 Shares 5,000 Est. Cost $86.60 Unrealized
IGSB IShares 1-5 Year Investment Grade Corp 0.2%
Value ($000) $401 Shares 8,048 Est. Cost $64.91 Unrealized
SJNK SPDR Barclays ST HY Bond 0.2%
Value ($000) $389 Shares 15,915 Est. Cost $27.38 Unrealized
MDT Medtronic PLC 0.2%
Value ($000) $377 Shares 4,807 Est. Cost $65.62 Unrealized +18.6%
GE General Electric Co. 0.2%
Value ($000) $359 Shares 3,250 Est. Cost $58.52 Unrealized +51.5%
IBM IBM Corp 0.2%
Value ($000) $359 Shares 2,556 Est. Cost $109.08 Unrealized +20.8%
VGSH Vanguard Short-Term Treasury 0.2%
Value ($000) $357 Shares 6,201 Est. Cost $57.77 Unrealized
HPQ HP Inc 0.1%
Value ($000) $335 Shares 13,042 Est. Cost $26.21 Unrealized +6.7%
VCLT Vanguard Long-Term Corp Bond ETF 0.1%
Value ($000) $328 Shares 4,581 Est. Cost $94.83 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $323 Shares 11,807 Est. Cost $27.60 Unrealized +0.8%
SYF Synchrony Financial 0.1%
Value ($000) $323 Shares 10,568 Est. Cost $24.81 Unrealized +27.5%
ITW Illinois Tool Works 0.1%
Value ($000) $302 Shares 1,312 Est. Cost $104.95 Unrealized +119.2%
BlackRock Inc 0.1%
Value ($000) $296 Shares 457 Est. Cost $475.45 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $278 Shares 5,090 Est. Cost $14.54 Unrealized +84.4%
PFF iShares Preferred & Income Sec ETF 0.1%
Value ($000) $276 Shares 9,149 Est. Cost $37.65 Unrealized
MCK McKesson Corp W/RTS 0.1%
Value ($000) $276 Shares 634 Est. Cost $314.09 Unrealized +32.7%
WMT Wal Mart Inc. 0.1%
Value ($000) $273 Shares 1,707 Est. Cost $28.49 Unrealized +81.9%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $271 Shares 148 Est. Cost $8.46 Unrealized +360.7%
AMGN Amgen Inc 0.1%
Value ($000) $267 Shares 994 Est. Cost $139.38 Unrealized +66.4%
VZ Verizon Communications Inc 0.1%
Value ($000) $265 Shares 8,168 Est. Cost $33.48 Unrealized -13.4%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $262 Shares 3,265 Est. Cost $74.60 Unrealized +10.2%
Brunswick Corp 6.5 Pfd 0.1%
Value ($000) $230 Shares 9,338 Est. Cost $26.88 Unrealized
SGOV ISHARES 0-3M Treasury Bond 0.1%
Value ($000) $226 Shares 2,240 Est. Cost $100.19 Unrealized
USHY IShares Broad USD HY Corp Bond ETF 0.1%
Value ($000) $225 Shares 6,475 Est. Cost $37.02 Unrealized
National Rural Util Corp 5.5 Pfd 0.1%
Value ($000) $224 Shares 9,612 Est. Cost $26.43 Unrealized
Nextera Energy Capital 5.65 Pfd 0.1%
Value ($000) $220 Shares 8,948 Est. Cost $28.05 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $212 Shares 2,057 Est. Cost $108.55 Unrealized 0.0%
AVB Avalonbay Communities 0.1%
Value ($000) $207 Shares 1,205 Est. Cost $147.32 Unrealized +15.1%
ETSY Etsy Inc, 0.1%
Value ($000) $201 Shares 3,105 Est. Cost $109.09 Unrealized -27.7%
Southern Co 4.20 Pfd 0.1%
Value ($000) $196 Shares 10,100 Est. Cost $24.85 Unrealized
PAYC Paycom Software Inc 0.1%
Value ($000) $196 Shares 755 Est. Cost $305.04 Unrealized -1.9%
EXC Exelon Corporation 0.1%
Value ($000) $186 Shares 4,915 Est. Cost $35.19 Unrealized +5.8%
DIA SPDR Dow Jones Indu Avg Tr 0.1%
Value ($000) $179 Shares 533 Est. Cost $331.33 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $174 Shares 2,635 Est. Cost $60.02 Unrealized +11.7%
MS Morgan Stanley 0.1%
Value ($000) $174 Shares 2,126 Est. Cost $76.80 Unrealized +4.5%
UNH UnitedHealth Care Group 0.1%
Value ($000) $167 Shares 331 Est. Cost $500.41 Unrealized -6.1%
HYG iShares iBoxx USD High Yield Corp Bd ETF 0.1%
Value ($000) $165 Shares 2,234 Est. Cost $73.65 Unrealized
VMBS Vanguard MBS ETF 0.1%
Value ($000) $158 Shares 3,608 Est. Cost $45.99 Unrealized
AMP Ameriprise Financial Inc 0.1%
Value ($000) $153 Shares 464 Est. Cost $291.87 Unrealized +13.3%
WFC Wells Fargo & Co 0.1%
Value ($000) $142 Shares 3,482 Est. Cost $40.83 Unrealized -0.3%
KLAC KLA-Tencor Corporation 0.1%
Value ($000) $142 Shares 309 Est. Cost $337.92 Unrealized +38.9%
C Citigroup Inc 0.1%
Value ($000) $132 Shares 3,215 Est. Cost $40.56 Unrealized -0.2%
CL Colgate-Palmolive Co 0.1%
Value ($000) $130 Shares 1,825 Est. Cost $69.73 Unrealized +1.6%
PPG PPG Industries Inc 0.1%
Value ($000) $125 Shares 965 Est. Cost $114.48 Unrealized +16.2%
MMM 3M Company 0.1%
Value ($000) $119 Shares 1,267 Est. Cost $121.15 Unrealized -34.3%
SPGI S & P Global Inc 0.1%
Value ($000) $118 Shares 324 Est. Cost $321.12 Unrealized +20.2%
MCD McDonald's Corp 0.1%
Value ($000) $117 Shares 443 Est. Cost $245.25 Unrealized +9.9%
OGN Organon & Company 0.1%
Value ($000) $115 Shares 6,635 Est. Cost $21.97 Unrealized -15.6%
TAP Molson Coors Brewing Co-B 0.0%
Value ($000) $111 Shares 1,750 Est. Cost $46.45 Unrealized +29.5%
PAYX Paychex Inc 0.0%
Value ($000) $109 Shares 941 Est. Cost $106.57 Unrealized +5.3%
EXPE Expedia Group Inc 0.0%
Value ($000) $108 Shares 1,048 Est. Cost $93.83 Unrealized +16.7%
NFLX Netflix Inc 0.0%
Value ($000) $108 Shares 285 Est. Cost $28.29 Unrealized +49.8%
KMI Kinder Morgan Inc 0.0%
Value ($000) $106 Shares 6,379 Est. Cost $15.19 Unrealized +0.4%
VLTO Veralto Corp 0.0%
Value ($000) $106 Shares 1,250 Est. Cost $84.56 Unrealized
OKE Oneok Inc New 0.0%
Value ($000) $105 Shares 1,659 Est. Cost $55.00 Unrealized +5.4%
LQD iShares iBoxx Inv Grade Corp Bd ETF 0.0%
Value ($000) $98 Shares 965 Est. Cost $106.61 Unrealized
IR Ingersol-Rand Inc 0.0%
Value ($000) $94 Shares 1,468 Est. Cost $50.89 Unrealized +30.5%
NUE Nucor Corp 0.0%
Value ($000) $92 Shares 587 Est. Cost $129.61 Unrealized +23.1%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $91 Shares 601 Est. Cost $106.44 Unrealized +24.6%
TFC Truist Financial Corp 0.0%
Value ($000) $90 Shares 3,150 Est. Cost $37.11 Unrealized -26.8%
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $84 Shares 750 Est. Cost $112.86 Unrealized +10.0%
WM Waste Management Inc 0.0%
Value ($000) $79 Shares 520 Est. Cost $153.18 Unrealized +1.9%
YUM Yum Brands Inc 0.0%
Value ($000) $76 Shares 610 Est. Cost $114.06 Unrealized +10.1%
ORCL Oracle Corp 0.0%
Value ($000) $76 Shares 719 Est. Cost $73.20 Unrealized +54.1%
EBAY Ebay Inc 0.0%
Value ($000) $76 Shares 1,722 Est. Cost $38.98 Unrealized +9.5%
PINS Pinterest Inc. 0.0%
Value ($000) $76 Shares 2,805 Est. Cost $25.73 Unrealized +6.1%
VTRS Viatris Inc. 0.0%
Value ($000) $75 Shares 7,610 Est. Cost $9.05 Unrealized +3.1%
KMB Kimberly Clark Corp 0.0%
Value ($000) $74 Shares 610 Est. Cost $112.73 Unrealized +4.5%
BRK/B Berkshire Hathaway Cl B 0.0%
Value ($000) $73 Shares 207 Est. Cost $296.98 Unrealized +19.5%
HCA HCA Holdings Inc 0.0%
Value ($000) $72 Shares 292 Est. Cost $218.18 Unrealized +23.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $70 Shares 272 Est. Cost $223.22 Unrealized +15.7%
SO Southern Company 0.0%
Value ($000) $69 Shares 1,070 Est. Cost $59.62 Unrealized +7.0%
T AT & T Inc 0.0%
Value ($000) $67 Shares 4,478 Est. Cost $15.11 Unrealized -14.3%
IUSV iShares Core Russell U.S. Value ETF 0.0%
Value ($000) $67 Shares 900 Est. Cost $70.63 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $65 Shares 1,815 Est. Cost $32.84 Unrealized
PSA Public Storage 0.0%
Value ($000) $63 Shares 240 Est. Cost $256.48 Unrealized -1.1%
SLB Schlumberger Ltd 0.0%
Value ($000) $62 Shares 1,060 Est. Cost $46.08 Unrealized +18.1%
DUK Duke Energy Corp 0.0%
Value ($000) $62 Shares 697 Est. Cost $84.81 Unrealized -1.5%
FLRN SPDR Bloomberg Barclays Inv Grade FR ETF 0.0%
Value ($000) $60 Shares 1,953 Est. Cost $30.39 Unrealized
Reinsurance GRP of Amer VRN Pfd 0.0%
Value ($000) $59 Shares 2,366 Est. Cost $23.12 Unrealized
MUB iShares Natl Muni Bd ETF 0.0%
Value ($000) $59 Shares 575 Est. Cost $105.52 Unrealized
LVMUY LVMH Moet Hennessy-Unsp ADR 0.0%
Value ($000) $56 Shares 369 Est. Cost $145.12 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $56 Shares 389 Est. Cost $126.33 Unrealized +16.5%
TE Connectivity LTD 0.0%
Value ($000) $55 Shares 445 Est. Cost $114.80 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $54 Shares 382 Est. Cost $114.07 Unrealized +7.1%
UNP Union Pacific Corp 0.0%
Value ($000) $52 Shares 257 Est. Cost $190.19 Unrealized +8.4%
Unilever PLC-Sponsored ADR 0.0%
Value ($000) $52 Shares 1,052 Est. Cost $45.82 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $48 Shares 1,142 Est. Cost $35.03 Unrealized +4.0%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $48 Shares 634 Est. Cost $82.48 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $47 Shares 226 Est. Cost $199.93 Unrealized -1.6%
PGR Progressive Corp 0.0%
Value ($000) $47 Shares 334 Est. Cost $115.68 Unrealized +4.0%
RHI Robert Half Inc. 0.0%
Value ($000) $45 Shares 620 Est. Cost $76.28 Unrealized -0.5%
CAH Cardinal Health Inc 0.0%
Value ($000) $45 Shares 518 Est. Cost $71.56 Unrealized +21.2%
AON Aon Plc - Class A 0.0%
Value ($000) $45 Shares 138 Est. Cost $285.70 Unrealized +13.9%
KEYS Keysight Technologies Inc W/I 0.0%
Value ($000) $44 Shares 332 Est. Cost $68.31 Unrealized +116.8%
WAT Waters Corp 0.0%
Value ($000) $44 Shares 160 Est. Cost $316.35 Unrealized -12.6%
GIS General Mills Inc 0.0%
Value ($000) $44 Shares 681 Est. Cost $72.93 Unrealized -11.5%
MITSY Mitsui & Co Ltd ADR 0.0%
Value ($000) $43 Shares 59 Est. Cost $584.03 Unrealized
EPD Enterprise Products Part 0.0%
Value ($000) $41 Shares 1,480 Est. Cost $24.12 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $40 Shares 99 Est. Cost $426.55 Unrealized -2.7%
GWW W.W. Grainger Inc 0.0%
Value ($000) $39 Shares 56 Est. Cost $548.52 Unrealized +29.2%
GPC Genuine Parts Co 0.0%
Value ($000) $38 Shares 262 Est. Cost $159.11 Unrealized -9.2%
LEG Leggett & Platt Inc 0.0%
Value ($000) $37 Shares 1,464 Est. Cost $33.67 Unrealized -16.5%
EQR Equity Residential 0.0%
Value ($000) $35 Shares 600 Est. Cost $54.69 Unrealized +6.8%
AEP American Electric Power 0.0%
Value ($000) $35 Shares 460 Est. Cost $80.91 Unrealized -8.1%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $35 Shares 338 Est. Cost $94.86 Unrealized +3.7%
NTTYY Nippon Teleg & Tel Sp ADR 0.0%
Value ($000) $34 Shares 1,166 Est. Cost $28.51 Unrealized
SUB iShares Short-term Ntl Muni Bond ETF 0.0%
Value ($000) $34 Shares 329 Est. Cost $104.27 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $34 Shares 1,014 Est. Cost $31.84 Unrealized -4.6%
BAESY BAE Systems PLC ADR 0.0%
Value ($000) $33 Shares 685 Est. Cost $41.19 Unrealized
BE Bloom Energy Corp 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $23.12 Unrealized -32.2%
F Ford Motor Company 0.0%
Value ($000) $33 Shares 2,657 Est. Cost $10.07 Unrealized +10.2%
STIP iShares 0-5yr TIPS Bond ETF 0.0%
Value ($000) $32 Shares 329 Est. Cost $96.96 Unrealized
COR Cencora Inc. 0.0%
Value ($000) $32 Shares 177 Est. Cost $153.47 Unrealized +17.9%
VEU Vanguard FTSE All-World Fd 0.0%
Value ($000) $31 Shares 607 Est. Cost $50.14 Unrealized
TSM Taiwan Semiconductor ADR 0.0%
Value ($000) $31 Shares 362 Est. Cost $74.49 Unrealized
TM Toyota Motor Corp ADR 0.0%
Value ($000) $31 Shares 174 Est. Cost $136.58 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $31 Shares 114 Est. Cost $241.04 Unrealized +15.1%
ALIZY Allianz SE Unsp ADR 0.0%
Value ($000) $31 Shares 1,287 Est. Cost $21.44 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $31 Shares 408 Est. Cost $47.00 Unrealized +48.6%
TJX TJX Companies Inc 0.0%
Value ($000) $31 Shares 344 Est. Cost $70.72 Unrealized +20.7%
Interpublic Group of COS 0.0%
Value ($000) $30 Shares 1,061 Est. Cost $27.45 Unrealized +10.3%
CNP Centerpoint Energy 0.0%
Value ($000) $30 Shares 1,132 Est. Cost $26.78 Unrealized +1.3%
CVS CVS Health Corp 0.0%
Value ($000) $30 Shares 435 Est. Cost $85.94 Unrealized -24.9%
PFG Principal Financial Group 0.0%
Value ($000) $30 Shares 415 Est. Cost $76.60 Unrealized -7.2%
VGT Vanguard Info Tech ETF 0.0%
Value ($000) $30 Shares 72 Est. Cost $319.42 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $29 Shares 339 Est. Cost $81.67 Unrealized +2.7%
DBSDY DBS Group Hldgs Ltd ADR 0.0%
Value ($000) $28 Shares 285 Est. Cost $101.16 Unrealized
DIS Disney (Walt) Co/The 0.0%
Value ($000) $28 Shares 345 Est. Cost $128.66 Unrealized -35.1%
FITB Fifth Third Bancorp 0.0%
Value ($000) $28 Shares 1,101 Est. Cost $29.92 Unrealized -18.2%
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $28 Shares 774 Est. Cost $30.46 Unrealized
FIS Fidelity National Info Serv 0.0%
Value ($000) $28 Shares 500 Est. Cost $65.44 Unrealized -16.9%
ILMN Illumina Inc 0.0%
Value ($000) $27 Shares 200 Est. Cost $383.25 Unrealized -57.1%
VWO Vanguard MSCI Emerging Mkt 0.0%
Value ($000) $27 Shares 700 Est. Cost $38.98 Unrealized
AXAHY AXA Spons ADR 0.0%
Value ($000) $27 Shares 913 Est. Cost $27.81 Unrealized
NSRGY Nestle Spon ADR 0.0%
Value ($000) $27 Shares 239 Est. Cost $115.80 Unrealized
MDXG Mimedx Group Inc 0.0%
Value ($000) $27 Shares 3,670 Est. Cost $9.10 Unrealized -18.1%
NI NiSource Inc 0.0%
Value ($000) $27 Shares 1,076 Est. Cost $23.70 Unrealized +5.7%
ZTS Zoetis Inc 0.0%
Value ($000) $26 Shares 150 Est. Cost $143.20 Unrealized +23.6%
PEG Public Serv Enterprise Grp 0.0%
Value ($000) $25 Shares 448 Est. Cost $52.12 Unrealized +8.8%
D Dominion Resources Inc 0.0%
Value ($000) $25 Shares 557 Est. Cost $53.65 Unrealized -17.9%
NVS Novartis AG ADR 0.0%
Value ($000) $25 Shares 242 Est. Cost $90.72 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $24 Shares 56 Est. Cost $484.45 Unrealized -9.9%
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $24 Shares 2,838 Est. Cost $6.67 Unrealized
BAB Invesco Taxable Muni ETF 0.0%
Value ($000) $23 Shares 923 Est. Cost $25.60 Unrealized
J P Morgan Alerian MLP ETN 0.0%
Value ($000) $23 Shares 943 Est. Cost $21.75 Unrealized
IHG Intercontinental Hotels ADR 0.0%
Value ($000) $23 Shares 304 Est. Cost $58.34 Unrealized
IX Orix Corp Spon ADR 0.0%
Value ($000) $23 Shares 240 Est. Cost $80.52 Unrealized
Total SA-Spon ADR 0.0%
Value ($000) $22 Shares 335 Est. Cost $62.08 Unrealized
BBWI Bath & Body Works Inc. 0.0%
Value ($000) $22 Shares 650 Est. Cost $34.20 Unrealized -1.0%
PAA Plains All American Pipe 0.0%
Value ($000) $22 Shares 1,423 Est. Cost $11.76 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $22 Shares 425 Est. Cost $50.62 Unrealized
VCR Vanguard Cons Discretionary 0.0%
Value ($000) $22 Shares 80 Est. Cost $219.03 Unrealized
DEO Diageo PLC-Sponsored ADR 0.0%
Value ($000) $21 Shares 144 Est. Cost $178.19 Unrealized
Brunswick Corp 6.625 Pfd 0.0%
Value ($000) $21 Shares 871 Est. Cost $24.72 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $21 Shares 398 Est. Cost $48.43 Unrealized
RIO Rio Tinto PLC-SPON ADR 0.0%
Value ($000) $21 Shares 332 Est. Cost $71.20 Unrealized
KMTUY Komatsu Ltd Spons ADR 0.0%
Value ($000) $21 Shares 778 Est. Cost $21.80 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $21 Shares 850 Est. Cost $32.63 Unrealized -30.5%
SIEGY Siemens AG-Spons ADR 0.0%
Value ($000) $21 Shares 292 Est. Cost $69.18 Unrealized
BHP BHP Limited Spons ADR 0.0%
Value ($000) $21 Shares 368 Est. Cost $62.05 Unrealized
VRP Invesco Variable Rate Preferred ETF 0.0%
Value ($000) $21 Shares 928 Est. Cost $22.37 Unrealized
HSBC HSBC Holdings Plc Spon ADR 0.0%
Value ($000) $21 Shares 523 Est. Cost $31.16 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $20 Shares 104 Est. Cost $220.43 Unrealized -7.0%
WU Western Union Co 0.0%
Value ($000) $20 Shares 1,547 Est. Cost $13.77 Unrealized
American Financial Group 5.875 Pfd 0.0%
Value ($000) $20 Shares 876 Est. Cost $22.59 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $20 Shares 332 Est. Cost $64.60 Unrealized -3.5%
IBDRY Iberdrola SA-Sponsored ADR 0.0%
Value ($000) $20 Shares 440 Est. Cost $46.66 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $19 Shares 365 Est. Cost $57.70 Unrealized +2.6%
WELL Welltower Inc 0.0%
Value ($000) $19 Shares 228 Est. Cost $59.61 Unrealized +31.1%
IP International Paper Co 0.0%
Value ($000) $19 Shares 526 Est. Cost $29.99 Unrealized +2.3%
WEC WEC Energy Group Inc 0.0%
Value ($000) $18 Shares 228 Est. Cost $82.72 Unrealized -3.6%
CEG Constellation Energy 0.0%
Value ($000) $18 Shares 167 Est. Cost $87.71 Unrealized +15.7%
OMC Omnicom Group Inc 0.0%
Value ($000) $18 Shares 242 Est. Cost $66.68 Unrealized +13.8%
FDX FedEx Corp 0.0%
Value ($000) $17 Shares 66 Est. Cost $155.01 Unrealized +59.2%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $17 Shares 74 Est. Cost $248.05 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $17 Shares 149 Est. Cost $99.59 Unrealized +23.7%
XLF Financial Sel Sec SPDR Fd 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.20 Unrealized
SPG Simon Property Group LP 0.0%
Value ($000) $17 Shares 153 Est. Cost $93.48 Unrealized +10.4%
COF Capital One Financial Corp 0.0%
Value ($000) $16 Shares 169 Est. Cost $93.09 Unrealized +10.7%
INFY Infosys Ltd-SP ADR 0.0%
Value ($000) $16 Shares 948 Est. Cost $18.01 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $16 Shares 213 Est. Cost $25.00 Unrealized +19.6%
ET Energy Transfer Equity LP 0.0%
Value ($000) $16 Shares 1,129 Est. Cost $11.87 Unrealized
AA Alcoa Inc 0.0%
Value ($000) $16 Shares 538 Est. Cost $41.94 Unrealized -27.5%
WEX WEX INC 0.0%
Value ($000) $16 Shares 83 Est. Cost $155.68 Unrealized +24.0%
IEX Idex Corp 0.0%
Value ($000) $16 Shares 75 Est. Cost $214.74 Unrealized -2.1%
Discover Financial Services 0.0%
Value ($000) $15 Shares 173 Est. Cost $97.83 Unrealized
LHX L3Harris Technologies Inc. 0.0%
Value ($000) $15 Shares 86 Est. Cost $211.01 Unrealized -17.1%
PCY Invesco Emerging Markets Sovereign Debt 0.0%
Value ($000) $15 Shares 800 Est. Cost $18.27 Unrealized
Kimco Realty Corp 5.25 Pfd 0.0%
Value ($000) $14 Shares 655 Est. Cost $20.16 Unrealized
LYB Lyondellbasell Indu Cl A 0.0%
Value ($000) $14 Shares 148 Est. Cost $66.35 Unrealized +22.1%
LW Lamb Weston Holding Inc. 0.0%
Value ($000) $13 Shares 143 Est. Cost $80.41 Unrealized +20.1%
IDXX Idexx Labs Inc 0.0%
Value ($000) $13 Shares 30 Est. Cost $388.17 Unrealized +28.5%
MAT Mattel Inc 0.0%
Value ($000) $13 Shares 584 Est. Cost $18.13 Unrealized +17.8%
BNPQY BNP Paribas ADR 0.0%
Value ($000) $13 Shares 399 Est. Cost $28.42 Unrealized
Zions Bancorp 6.30 Pfd 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.32 Unrealized
EIX Edison International 0.0%
Value ($000) $12 Shares 195 Est. Cost $53.19 Unrealized +17.3%
FE FirstEnergy 0.0%
Value ($000) $12 Shares 357 Est. Cost $34.36 Unrealized -1.9%
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $12 Shares 573 Est. Cost $20.81 Unrealized
TSLA TESLA Inc 0.0%
Value ($000) $12 Shares 48 Est. Cost $181.89 Unrealized +41.2%
CAG Conagra Inc 0.0%
Value ($000) $12 Shares 431 Est. Cost $30.96 Unrealized -12.5%
DOW Dow Inc 0.0%
Value ($000) $11 Shares 223 Est. Cost $40.52 Unrealized +14.3%
BASFY BASF SE ADR 0.0%
Value ($000) $11 Shares 996 Est. Cost $12.38 Unrealized
DE Deere & Company 0.0%
Value ($000) $11 Shares 30 Est. Cost $388.70 Unrealized +2.4%
Goldman Sachs Gp 4 Pfd 0.0%
Value ($000) $11 Shares 500 Est. Cost $18.52 Unrealized
IMCB iShares Morningstar Mid Co 0.0%
Value ($000) $11 Shares 184 Est. Cost $58.67 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $11 Shares 56 Est. Cost $182.64 Unrealized
CTVA Corteva Inc. 0.0%
Value ($000) $11 Shares 213 Est. Cost $61.14 Unrealized -15.7%
VDC Vanguard Consumer Staples 0.0%
Value ($000) $11 Shares 58 Est. Cost $191.57 Unrealized
GEHC GE Healthcare Technology 0.0%
Value ($000) $10 Shares 150 Est. Cost $71.08 Unrealized +2.0%
Lazard Ltd-Class A 0.0%
Value ($000) $10 Shares 317 Est. Cost $34.67 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $10 Shares 560 Est. Cost $13.48 Unrealized +19.4%
CAJPY Canon Inc SP ADR 0.0%
Value ($000) $9 Shares 393 Est. Cost $21.68 Unrealized
WBD Warner Bros Discovery Inc. 0.0%
Value ($000) $9 Shares 862 Est. Cost $11.29 Unrealized +10.6%
GSK GlaxoSmithKline PLC 0.0%
Value ($000) $9 Shares 251 Est. Cost $35.64 Unrealized
PetIQ Inc 0.0%
Value ($000) $9 Shares 450 Est. Cost $9.22 Unrealized
ERIC Ericsson LM TEL-SP ADR 0.0%
Value ($000) $9 Shares 1,806 Est. Cost $5.84 Unrealized
BK Bank of New York Mellon 0.0%
Value ($000) $9 Shares 200 Est. Cost $39.25 Unrealized +6.6%
PM Philip Morris Intl Inc 0.0%
Value ($000) $9 Shares 92 Est. Cost $81.30 Unrealized +6.0%
Barnes Group Inc 0.0%
Value ($000) $8 Shares 250 Est. Cost $40.85 Unrealized
E Eni Spa-Sponsored ADR 0.0%
Value ($000) $8 Shares 265 Est. Cost $28.66 Unrealized
WPP WPP PLC-Spon ADR 0.0%
Value ($000) $8 Shares 189 Est. Cost $49.16 Unrealized
HMC Honda Motor Co Ltd ADR 0.0%
Value ($000) $8 Shares 250 Est. Cost $22.86 Unrealized
FBIN Fortune Brands Innovations Inc. 0.0%
Value ($000) $8 Shares 123 Est. Cost $49.85 Unrealized +32.2%
VAW Vanguard Materials ETF 0.0%
Value ($000) $7 Shares 43 Est. Cost $170.21 Unrealized
SMG Scotts Miracle-Gro Co Cl-A 0.0%
Value ($000) $7 Shares 140 Est. Cost $43.38 Unrealized +19.2%
VFH Vanguard Financials ETF 0.0%
Value ($000) $7 Shares 88 Est. Cost $82.73 Unrealized
EMB iShares JP Morgan EMB 0.0%
Value ($000) $7 Shares 80 Est. Cost $84.59 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $7 Shares 95 Est. Cost $78.90 Unrealized -11.4%
MU Micron Technology Inc 0.0%
Value ($000) $7 Shares 97 Est. Cost $53.81 Unrealized +23.2%
NuStar Energy LP 0.0%
Value ($000) $6 Shares 367 Est. Cost $16.00 Unrealized
AB Alliance Bernstein Hldg LP 0.0%
Value ($000) $6 Shares 200 Est. Cost $34.37 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $6 Shares 80 Est. Cost $47.79 Unrealized +19.1%
IDU iShares DJ US Util Sector 0.0%
Value ($000) $6 Shares 80 Est. Cost $86.54 Unrealized
ACN Accenture PLC Cl-A 0.0%
Value ($000) $6 Shares 19 Est. Cost $264.08 Unrealized +15.3%
CHTR Charter Communications Inc 0.0%
Value ($000) $6 Shares 13 Est. Cost $351.41 Unrealized +18.3%
ROK Rockwell Automation Inc 0.0%
Value ($000) $6 Shares 20 Est. Cost $237.86 Unrealized +24.7%
AVY Avery Dennison Corp 0.0%
Value ($000) $6 Shares 31 Est. Cost $102.74 Unrealized +68.6%
FCX Freeport-McMoran Copper-B 0.0%
Value ($000) $5 Shares 144 Est. Cost $33.48 Unrealized +16.5%
PLUG Plug Power Inc 0.0%
Value ($000) $5 Shares 700 Est. Cost $30.55 Unrealized -68.0%
O Realty Income Corp 0.0%
Value ($000) $5 Shares 103 Est. Cost $52.23 Unrealized -4.0%
HOG Harley-Davidson Inc 0.0%
Value ($000) $5 Shares 154 Est. Cost $42.57 Unrealized -18.3%
VOD Vodafone Group PLC 0.0%
Value ($000) $5 Shares 492 Est. Cost $10.12 Unrealized
REZI Resideo Technologies Inc. 0.0%
Value ($000) $4 Shares 276 Est. Cost $18.13 Unrealized -7.2%
DFIN Donnelley Financial Solutions 0.0%
Value ($000) $4 Shares 76 Est. Cost $37.49 Unrealized +29.5%
FLR Fluor Corp (New) 0.0%
Value ($000) $4 Shares 116 Est. Cost $31.93 Unrealized +4.9%
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
CLF Cleveland - Cliffs Inc 0.0%
Value ($000) $4 Shares 254 Est. Cost $15.06 Unrealized +3.7%
IVZ Invesco Ltd 0.0%
Value ($000) $4 Shares 267 Est. Cost $14.76 Unrealized -2.7%
Gabelli Utility Trust 0.0%
Value ($000) $4 Shares 720 Est. Cost $7.51 Unrealized
GLW Corning Inc 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.73 Unrealized +3.3%
State Street Corp 5.90 Pfd 0.0%
Value ($000) $4 Shares 150 Est. Cost $23.30 Unrealized
JNK SPDR BBG Barclays High Yld Bond 0.0%
Value ($000) $4 Shares 41 Est. Cost $90.00 Unrealized
Cedar Fair Ltd Partnership 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.34 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $4 Shares 56 Est. Cost $41.86 Unrealized +56.7%
ADP Automatic Data Processing 0.0%
Value ($000) $4 Shares 15 Est. Cost $228.99 Unrealized +0.9%
ALC Alcon Inc. 0.0%
Value ($000) $4 Shares 46 Est. Cost $63.16 Unrealized +29.3%
VSCO Victoria's Secret 0.0%
Value ($000) $3 Shares 204 Est. Cost $39.74 Unrealized -52.4%
ARCC Ares Capital Corp 0.0%
Value ($000) $3 Shares 170 Est. Cost $13.85 Unrealized +11.7%
IYZ iShares DJ US Telecommunic 0.0%
Value ($000) $3 Shares 152 Est. Cost $22.43 Unrealized
AT&T Inc. 4.75 Pfd 0.0%
Value ($000) $3 Shares 165 Est. Cost $17.63 Unrealized
Fifth Third Bancorp 4.95 Pfd 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.71 Unrealized
JPMorgan Chase & Co. 6 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.68 Unrealized
WDS Woodside Energy Group LTD 0.0%
Value ($000) $3 Shares 130 Est. Cost $24.21 Unrealized
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
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
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
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
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $3 Shares 279 Est. Cost $11.84 Unrealized -24.4%
Juniper Networks Inc 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.96 Unrealized
BXP Boston Properties Inc 0.0%
Value ($000) $2 Shares 41 Est. Cost $58.78 Unrealized -5.0%
CUK Carnival PLC ADR 0.0%
Value ($000) $2 Shares 198 Est. Cost $7.19 Unrealized
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $87.06 Unrealized +14.4%
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
CDP Corporate Office Property 0.0%
Value ($000) $2 Shares 95 Est. Cost $25.94 Unrealized
KD Kyndryl Holdings 0.0%
Value ($000) $2 Shares 144 Est. Cost $10.06 Unrealized +47.4%
AMT American Tower Corp 0.0%
Value ($000) $2 Shares 13 Est. Cost $186.71 Unrealized -10.2%
CCL Carnival Corp 0.0%
Value ($000) $2 Shares 155 Est. Cost $8.62 Unrealized +92.3%
AFL Aflac Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $62.49 Unrealized +12.8%
CMS CMS Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $53.55 Unrealized +0.4%
SLVM Sylvamo Corp 0.0%
Value ($000) $2 Shares 44 Est. Cost $43.62 Unrealized -8.9%
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 29 Est. Cost $71.13 Unrealized -18.1%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $2 Shares 27 Est. Cost $64.70 Unrealized -6.8%
DVA Davita Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $77.66 Unrealized +31.3%
DOV Dover Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $127.77 Unrealized +9.8%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.28 Unrealized -6.0%
SMCWX Smallcap World Fd Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $62.41 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $2 Shares 49 Est. Cost $34.73 Unrealized -6.3%
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $86.71 Unrealized -2.8%
MBC Masterbrand Inc. 0.0%
Value ($000) $1 Shares 123 Est. Cost $8.19 Unrealized +49.7%
SJM JM Smucker Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $133.49 Unrealized -2.8%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $1 Shares 78 Est. Cost $17.60 Unrealized +0.3%
CTSH Cognizant Technology Cl A 0.0%
Value ($000) $1 Shares 21 Est. Cost $55.69 Unrealized +19.2%
WAB Wabtec Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $93.96 Unrealized +17.1%
NTAP NetApp Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.60 Unrealized +19.3%
NVT Nvent Electric PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $35.48 Unrealized +47.8%
FRO Frontline PLC 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.03 Unrealized +18.1%
IFF Intl Flavors & Fragrances 0.0%
Value ($000) $1 Shares 15 Est. Cost $89.88 Unrealized -23.5%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.87 Unrealized +22.2%
ACLLY Accelleron Industries AG 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.69 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 116 Est. Cost $7.03 Unrealized +9.5%
VNO Vornado Realty Trust 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.80 Unrealized
SONY Sony Corp Spons ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.30 Unrealized
Westrock Co 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.17 Unrealized
CC Chemours Co 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.65 Unrealized +17.1%
VNT Vontier Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $18.74 Unrealized +64.3%
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.94 Unrealized -0.1%
ADNT Adient PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $34.97 Unrealized +14.0%
SAIC Science Applications Int 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.40 Unrealized +9.3%
AVNW Aviat Networks Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.38 Unrealized +4.1%
TRIP Tripadvisor Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $20.87 Unrealized -21.8%
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 -22.6%
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
FCPT Four Corners Property Trust 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.92 Unrealized
AIG American Intl Group 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.21 Unrealized +4.5%
AVNS Avanos Medical Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.45 Unrealized -7.3%
RMR RMR Group Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.62 Unrealized -7.2%
2Seventy Bio Inc. 0.0%
Value ($000) $0 Shares 41 Est. Cost $9.37 Unrealized
OXY/WS Occidental Petroleum Corp Warrants 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.33 Unrealized
OPITQ Office Properties Income Trust 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.36 Unrealized
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $27.07 Unrealized -37.4%
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