BOYD WATTERSON ASSET MANAGEMENT LLC/OH Diversified Active

CIK: 0001121477 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $278,960

Holdings (440)

SPY SPDR S & P 500 ETF Trust 8.5%
Value ($000) $23,745 Shares 45,395 Est. Cost $235.07 Unrealized
MSFT Microsoft Corp 7.7%
Value ($000) $21,347 Shares 50,740 Est. Cost $60.19 Unrealized +563.4%
LLY Lilly (Eli) & Co 4.0%
Value ($000) $11,272 Shares 14,489 Est. Cost $221.91 Unrealized +216.6%
AVGO Broadcom Inc 3.7%
Value ($000) $10,252 Shares 7,735 Est. Cost $23.91 Unrealized +407.0%
GOOGL Alphabet Inc-CL A 3.5%
Value ($000) $9,647 Shares 63,916 Est. Cost $109.30 Unrealized +29.9%
JPM J P Morgan Chase 3.2%
Value ($000) $8,852 Shares 44,194 Est. Cost $70.07 Unrealized +147.8%
MDY SPDR S & P Midcap 400 ETF 2.8%
Value ($000) $7,751 Shares 13,930 Est. Cost $302.97 Unrealized
ETN Eaton Corp PLC 2.7%
Value ($000) $7,612 Shares 24,344 Est. Cost $72.53 Unrealized +269.0%
AAPL Apple Inc 2.7%
Value ($000) $7,512 Shares 43,804 Est. Cost $89.34 Unrealized +101.8%
AXP American Express Co 2.3%
Value ($000) $6,492 Shares 28,514 Est. Cost $82.49 Unrealized +146.0%
ABBV Abbvie Inc 2.0%
Value ($000) $5,609 Shares 30,803 Est. Cost $49.65 Unrealized +226.3%
HON Honeywell International 2.0%
Value ($000) $5,556 Shares 27,070 Est. Cost $114.36 Unrealized +58.1%
XOM Exxon Mobil Corp 1.9%
Value ($000) $5,225 Shares 44,952 Est. Cost $48.78 Unrealized +101.1%
MBB iShares MBS Bond ETF 1.7%
Value ($000) $4,831 Shares 52,275 Est. Cost $98.64 Unrealized
AMZN Amazon.com Inc 1.6%
Value ($000) $4,582 Shares 25,401 Est. Cost $125.83 Unrealized +32.7%
CAT Caterpillar Inc 1.4%
Value ($000) $3,934 Shares 10,737 Est. Cost $109.27 Unrealized +184.7%
VOO Vanguard S&P 500 ETF 1.4%
Value ($000) $3,892 Shares 8,097 Est. Cost $205.28 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $3,660 Shares 23,139 Est. Cost $109.58 Unrealized +37.1%
LIN Linde PLC 1.3%
Value ($000) $3,582 Shares 7,715 Est. Cost $322.30 Unrealized +31.0%
IOO iShares S&P Global 100 Fd 1.3%
Value ($000) $3,575 Shares 39,980 Est. Cost $59.84 Unrealized
MRK Merck & Company 1.3%
Value ($000) $3,549 Shares 26,895 Est. Cost $73.80 Unrealized +56.9%
V Visa Inc Cl-A Shares 1.3%
Value ($000) $3,513 Shares 12,588 Est. Cost $137.37 Unrealized +98.3%
CRWD CrowdStrike Holdings Inc 1.3%
Value ($000) $3,500 Shares 10,918 Est. Cost $116.64 Unrealized +162.5%
PG Procter & Gamble Co 1.1%
Value ($000) $3,020 Shares 18,614 Est. Cost $79.10 Unrealized +89.5%
CVX Chevron Corp 1.1%
Value ($000) $2,948 Shares 18,691 Est. Cost $78.90 Unrealized +76.2%
ABT Abbott Laboratories 1.0%
Value ($000) $2,913 Shares 25,633 Est. Cost $40.23 Unrealized +175.4%
GOOG Alphabet Inc-CL C 1.0%
Value ($000) $2,759 Shares 18,122 Est. Cost $110.08 Unrealized +30.1%
PH Parker Hannifin Corp 1.0%
Value ($000) $2,739 Shares 4,929 Est. Cost $229.76 Unrealized +117.0%
NVDA NVIDIA Corp 1.0%
Value ($000) $2,711 Shares 3,000 Est. Cost $20.72 Unrealized +249.6%
IJR iShares S&P SmallCap 600 1.0%
Value ($000) $2,691 Shares 24,350 Est. Cost $93.90 Unrealized
QCOM Qualcomm Inc 0.9%
Value ($000) $2,633 Shares 15,555 Est. Cost $100.94 Unrealized +47.1%
PEP PepsiCo Inc 0.9%
Value ($000) $2,571 Shares 14,688 Est. Cost $98.21 Unrealized +60.1%
TMO Thermo Fisher Corp 0.9%
Value ($000) $2,481 Shares 4,268 Est. Cost $337.79 Unrealized +65.1%
BMY Bristol-Myers Squibb Co 0.8%
Value ($000) $2,317 Shares 42,725 Est. Cost $48.59 Unrealized -5.0%
CRM Salesforce Inc. 0.8%
Value ($000) $2,231 Shares 7,408 Est. Cost $179.79 Unrealized +58.6%
ORLY O'Reilly Automotive Inc 0.8%
Value ($000) $2,210 Shares 1,958 Est. Cost $30.49 Unrealized +129.4%
SHOP Shopify Inc - Class A 0.8%
Value ($000) $2,175 Shares 28,182 Est. Cost $36.99 Unrealized +113.6%
INTC Intel Corp 0.8%
Value ($000) $2,094 Shares 47,401 Est. Cost $33.60 Unrealized +31.1%
BKNG Booking Holdings Inc. 0.7%
Value ($000) $2,050 Shares 565 Est. Cost $2002.53 Unrealized +75.2%
SCHD Schwab US Dividend Equity ETF 0.7%
Value ($000) $2,049 Shares 25,416 Est. Cost $60.83 Unrealized
EFA iShares MSCI EAFE Index Fd 0.7%
Value ($000) $2,023 Shares 25,332 Est. Cost $58.58 Unrealized
HD Home Depot Inc 0.7%
Value ($000) $1,934 Shares 5,042 Est. Cost $189.97 Unrealized +83.5%
PSX Phillips 66 0.7%
Value ($000) $1,815 Shares 11,109 Est. Cost $59.45 Unrealized +127.0%
EMR Emerson Electric Co 0.6%
Value ($000) $1,707 Shares 15,053 Est. Cost $61.04 Unrealized +62.8%
TT Trane Technologies PLC 0.6%
Value ($000) $1,629 Shares 5,428 Est. Cost $94.44 Unrealized +182.8%
CI Cigna Corp 0.6%
Value ($000) $1,617 Shares 4,453 Est. Cost $161.03 Unrealized +97.3%
US Bank 4.00 Pfd 0.6%
Value ($000) $1,594 Shares 84,165 Est. Cost $24.87 Unrealized
TGT Target Corp 0.6%
Value ($000) $1,580 Shares 8,916 Est. Cost $83.68 Unrealized +69.7%
KO Coca-Cola Co 0.5%
Value ($000) $1,503 Shares 24,563 Est. Cost $34.33 Unrealized +65.1%
EEM iShares MSCI Emrg Mkt Indx 0.5%
Value ($000) $1,451 Shares 35,325 Est. Cost $41.86 Unrealized
GS Goldman Sachs Group Inc 0.5%
Value ($000) $1,430 Shares 3,424 Est. Cost $274.72 Unrealized +35.5%
MRSH Marsh & McLennan Cos Inc 0.5%
Value ($000) $1,375 Shares 6,676 Est. Cost $124.56 Unrealized +55.2%
ZBRA Zebra Technologies Corp Cl 0.4%
Value ($000) $1,227 Shares 4,072 Est. Cost $251.76 Unrealized +6.3%
REGN Regeneron Pharmaceuticals 0.4%
Value ($000) $1,150 Shares 1,195 Est. Cost $634.52 Unrealized +49.0%
NEE Nextera Energy Inc 0.4%
Value ($000) $1,093 Shares 17,098 Est. Cost $63.31 Unrealized -12.5%
DHR Danaher Corp 0.3%
Value ($000) $940 Shares 3,764 Est. Cost $176.69 Unrealized +36.7%
BA Boeing Co 0.3%
Value ($000) $927 Shares 4,804 Est. Cost $164.73 Unrealized +24.7%
CSX CSX Corp 0.3%
Value ($000) $915 Shares 24,681 Est. Cost $28.41 Unrealized +24.9%
Charles Schwab 4.45 Pfd 0.3%
Value ($000) $875 Shares 40,750 Est. Cost $22.04 Unrealized
META Meta Platforms Inc. 0.3%
Value ($000) $871 Shares 1,793 Est. Cost $209.65 Unrealized +111.4%
JAAA Janus AAA CLO 0.3%
Value ($000) $863 Shares 17,000 Est. Cost $50.30 Unrealized
SPTI SPDR Interm TSY ETF 0.3%
Value ($000) $852 Shares 30,225 Est. Cost $31.39 Unrealized
TRV Travelers Companies Inc 0.3%
Value ($000) $814 Shares 3,538 Est. Cost $102.46 Unrealized +101.8%
IJH iShares S&P Midcap 400 0.3%
Value ($000) $810 Shares 13,335 Est. Cost $83.12 Unrealized
PFE Pfizer Inc 0.3%
Value ($000) $807 Shares 29,096 Est. Cost $20.88 Unrealized +18.1%
UPS United Parcel Services B 0.3%
Value ($000) $777 Shares 5,226 Est. Cost $94.20 Unrealized +44.8%
CMI Cummins Inc 0.3%
Value ($000) $742 Shares 2,520 Est. Cost $193.00 Unrealized +28.3%
VUG Vanguard Growth ETF 0.3%
Value ($000) $719 Shares 2,089 Est. Cost $112.04 Unrealized
IGIB IShares 5-10 Year Investment Grade Corp 0.3%
Value ($000) $707 Shares 13,693 Est. Cost $63.04 Unrealized
AMD Advanced Micro Devices 0.2%
Value ($000) $693 Shares 3,840 Est. Cost $139.53 Unrealized +25.3%
TXN Texas Instruments Inc 0.2%
Value ($000) $683 Shares 3,918 Est. Cost $136.62 Unrealized +15.6%
RTX RTX Corp 0.2%
Value ($000) $681 Shares 6,980 Est. Cost $57.21 Unrealized +51.8%
APD Air Products & Chemicals 0.2%
Value ($000) $656 Shares 2,709 Est. Cost $251.75 Unrealized -7.6%
SCHW Charles Schwab Corp 0.2%
Value ($000) $652 Shares 9,014 Est. Cost $66.51 Unrealized -3.4%
GE General Electric Co. 0.2%
Value ($000) $617 Shares 3,516 Est. Cost $63.20 Unrealized +84.2%
CSCO Cisco Systems Inc 0.2%
Value ($000) $610 Shares 12,231 Est. Cost $34.60 Unrealized +36.5%
ROP Roper Industries 0.2%
Value ($000) $610 Shares 1,087 Est. Cost $366.74 Unrealized +46.9%
KVUE Kenvue Inc. 0.2%
Value ($000) $609 Shares 28,399 Est. Cost $21.04 Unrealized -10.4%
SHEL Shell PLC - ADR 0.2%
Value ($000) $577 Shares 8,613 Est. Cost $54.92 Unrealized
C Citigroup Inc 0.2%
Value ($000) $566 Shares 8,945 Est. Cost $48.23 Unrealized +8.9%
DNP Select Income Fund Inc 0.2%
Value ($000) $560 Shares 61,778 Est. Cost $0.01 Unrealized
CARR Carrier Global 0.2%
Value ($000) $558 Shares 9,603 Est. Cost $37.72 Unrealized +45.7%
MA Mastercard Inc 0.2%
Value ($000) $544 Shares 1,129 Est. Cost $119.76 Unrealized +277.9%
LOW Lowe's Companies Inc 0.2%
Value ($000) $543 Shares 2,130 Est. Cost $143.73 Unrealized +54.5%
USB US Bancorp 0.2%
Value ($000) $525 Shares 11,750 Est. Cost $32.07 Unrealized +20.5%
COP ConocoPhillips 0.2%
Value ($000) $525 Shares 4,126 Est. Cost $42.19 Unrealized +155.1%
EOG EOG Resources Inc 0.2%
Value ($000) $514 Shares 4,023 Est. Cost $58.28 Unrealized +89.4%
Huntington Bank 4.50 Pfd 0.2%
Value ($000) $491 Shares 25,300 Est. Cost $20.45 Unrealized
IBM IBM Corp 0.2%
Value ($000) $487 Shares 2,552 Est. Cost $109.08 Unrealized +58.2%
SYF Synchrony Financial 0.2%
Value ($000) $456 Shares 10,568 Est. Cost $24.81 Unrealized +54.9%
IEF iShares 7-10 Year Treasury Bond ETF 0.2%
Value ($000) $448 Shares 4,734 Est. Cost $107.48 Unrealized
HPQ HP Inc 0.2%
Value ($000) $422 Shares 13,974 Est. Cost $26.29 Unrealized +3.9%
BAC Bank of America Corp 0.2%
Value ($000) $420 Shares 11,075 Est. Cost $27.69 Unrealized +18.4%
MDLZ Mondelez International Inc 0.1%
Value ($000) $418 Shares 5,968 Est. Cost $37.95 Unrealized +81.5%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $409 Shares 5,000 Est. Cost $86.60 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $401 Shares 4,601 Est. Cost $65.62 Unrealized +22.9%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $398 Shares 137 Est. Cost $8.46 Unrealized +504.2%
BlackRock Inc 0.1%
Value ($000) $377 Shares 452 Est. Cost $475.45 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value ($000) $368 Shares 5,494 Est. Cost $89.13 Unrealized -31.3%
IGSB IShares 1-5 Year Investment Grade Corp 0.1%
Value ($000) $358 Shares 6,973 Est. Cost $64.91 Unrealized
SJNK SPDR Barclays ST HY Bond 0.1%
Value ($000) $353 Shares 13,983 Est. Cost $27.38 Unrealized
VMBS Vanguard MBS ETF 0.1%
Value ($000) $342 Shares 7,497 Est. Cost $45.79 Unrealized
VCLT Vanguard Long-Term Corp Bond ETF 0.1%
Value ($000) $341 Shares 4,359 Est. Cost $94.83 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $341 Shares 8,116 Est. Cost $33.48 Unrealized +7.3%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $340 Shares 3,427 Est. Cost $75.35 Unrealized +18.8%
ITW Illinois Tool Works 0.1%
Value ($000) $338 Shares 1,260 Est. Cost $104.95 Unrealized +136.0%
MCK McKesson Corp W/RTS 0.1%
Value ($000) $337 Shares 627 Est. Cost $314.09 Unrealized +60.3%
EXPE Expedia Group Inc 0.1%
Value ($000) $325 Shares 2,362 Est. Cost $110.22 Unrealized +27.9%
FAST Fastenal Co 0.1%
Value ($000) $317 Shares 4,104 Est. Cost $14.54 Unrealized +133.7%
WMT Wal Mart Inc. 0.1%
Value ($000) $308 Shares 5,121 Est. Cost $46.86 Unrealized +19.6%
SPTL SPDR Port Long Term Treasury ETF 0.1%
Value ($000) $300 Shares 10,741 Est. Cost $34.53 Unrealized
PFF iShares Preferred & Income Sec ETF 0.1%
Value ($000) $299 Shares 9,266 Est. Cost $37.18 Unrealized
PAYC Paycom Software Inc 0.1%
Value ($000) $282 Shares 1,416 Est. Cost $257.90 Unrealized -26.9%
AMGN Amgen Inc 0.1%
Value ($000) $281 Shares 990 Est. Cost $139.38 Unrealized +98.1%
National Rural Util Corp 5.5 Pfd 0.1%
Value ($000) $241 Shares 9,612 Est. Cost $26.43 Unrealized
Brunswick Corp 6.5 Pfd 0.1%
Value ($000) $239 Shares 9,338 Est. Cost $26.88 Unrealized
Nextera Energy Capital 5.65 Pfd 0.1%
Value ($000) $225 Shares 8,948 Est. Cost $28.05 Unrealized
BKLN Invesco Senior Loan ETF 0.1%
Value ($000) $224 Shares 10,573 Est. Cost $21.16 Unrealized
AVB Avalonbay Communities 0.1%
Value ($000) $220 Shares 1,187 Est. Cost $147.32 Unrealized +14.0%
KLAC KLA-Tencor Corporation 0.1%
Value ($000) $216 Shares 309 Est. Cost $337.92 Unrealized +87.0%
DIA SPDR Dow Jones Indu Avg Tr 0.1%
Value ($000) $212 Shares 533 Est. Cost $331.33 Unrealized
Southern Co 4.20 Pfd 0.1%
Value ($000) $207 Shares 10,100 Est. Cost $24.85 Unrealized
USHY IShares Broad USD HY Corp Bond ETF 0.1%
Value ($000) $206 Shares 5,626 Est. Cost $37.02 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $202 Shares 3,482 Est. Cost $40.83 Unrealized +22.8%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $200 Shares 457 Est. Cost $291.87 Unrealized +33.9%
MS Morgan Stanley 0.1%
Value ($000) $198 Shares 2,106 Est. Cost $76.80 Unrealized +8.3%
HYG iShares iBoxx USD High Yield Corp Bd ETF 0.1%
Value ($000) $185 Shares 2,386 Est. Cost $73.90 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $184 Shares 4,887 Est. Cost $35.19 Unrealized -5.6%
UNH UnitedHealth Care Group 0.1%
Value ($000) $164 Shares 331 Est. Cost $500.41 Unrealized -2.3%
NFLX Netflix Inc 0.1%
Value ($000) $152 Shares 250 Est. Cost $28.29 Unrealized +99.3%
PPG PPG Industries Inc 0.1%
Value ($000) $140 Shares 965 Est. Cost $114.48 Unrealized +18.7%
OKE Oneok Inc New 0.0%
Value ($000) $133 Shares 1,659 Est. Cost $55.00 Unrealized +21.3%
VGSH Vanguard Short-Term Treasury 0.0%
Value ($000) $129 Shares 2,223 Est. Cost $57.77 Unrealized
SPGI S & P Global Inc 0.0%
Value ($000) $127 Shares 299 Est. Cost $321.12 Unrealized +33.1%
MCD McDonald's Corp 0.0%
Value ($000) $125 Shares 443 Est. Cost $245.25 Unrealized +13.4%
IR Ingersol-Rand Inc 0.0%
Value ($000) $125 Shares 1,314 Est. Cost $50.89 Unrealized +67.8%
OGN Organon & Company 0.0%
Value ($000) $125 Shares 6,635 Est. Cost $21.97 Unrealized -27.8%
SYY Sysco Corp 0.0%
Value ($000) $124 Shares 1,525 Est. Cost $60.02 Unrealized +24.3%
MMM 3M Company 0.0%
Value ($000) $124 Shares 1,167 Est. Cost $121.15 Unrealized -34.6%
CL Colgate-Palmolive Co 0.0%
Value ($000) $122 Shares 1,350 Est. Cost $69.73 Unrealized +16.6%
KMI Kinder Morgan Inc 0.0%
Value ($000) $121 Shares 6,612 Est. Cost $15.22 Unrealized +5.0%
TAP Molson Coors Brewing Co-B 0.0%
Value ($000) $118 Shares 1,750 Est. Cost $46.45 Unrealized +28.0%
TFC Truist Financial Corp 0.0%
Value ($000) $117 Shares 3,012 Est. Cost $37.11 Unrealized -10.0%
NUE Nucor Corp 0.0%
Value ($000) $116 Shares 587 Est. Cost $129.61 Unrealized +36.7%
PINS Pinterest Inc. 0.0%
Value ($000) $116 Shares 3,348 Est. Cost $27.45 Unrealized +32.4%
PAYX Paychex Inc 0.0%
Value ($000) $116 Shares 941 Est. Cost $106.57 Unrealized +7.6%
WM Waste Management Inc 0.0%
Value ($000) $111 Shares 520 Est. Cost $153.18 Unrealized +24.7%
LQD iShares iBoxx Inv Grade Corp Bd ETF 0.0%
Value ($000) $105 Shares 965 Est. Cost $108.12 Unrealized
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $99 Shares 750 Est. Cost $112.86 Unrealized +8.7%
HCA HCA Holdings Inc 0.0%
Value ($000) $97 Shares 292 Est. Cost $218.18 Unrealized +38.0%
EBAY Ebay Inc 0.0%
Value ($000) $91 Shares 1,722 Est. Cost $38.98 Unrealized +12.8%
VTRS Viatris Inc. 0.0%
Value ($000) $91 Shares 7,610 Est. Cost $9.05 Unrealized +21.9%
ORCL Oracle Corp 0.0%
Value ($000) $90 Shares 719 Est. Cost $73.20 Unrealized +53.5%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $88 Shares 436 Est. Cost $106.44 Unrealized +54.4%
YUM Yum Brands Inc 0.0%
Value ($000) $85 Shares 610 Est. Cost $114.06 Unrealized +12.9%
IUSV iShares Core Russell U.S. Value ETF 0.0%
Value ($000) $81 Shares 900 Est. Cost $70.63 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $79 Shares 610 Est. Cost $112.73 Unrealized +1.2%
SO Southern Company 0.0%
Value ($000) $77 Shares 1,070 Est. Cost $59.62 Unrealized +8.6%
MPLX MPLX LP 0.0%
Value ($000) $75 Shares 1,815 Est. Cost $32.84 Unrealized
T AT & T Inc 0.0%
Value ($000) $73 Shares 4,173 Est. Cost $15.11 Unrealized +3.4%
PSA Public Storage 0.0%
Value ($000) $70 Shares 240 Est. Cost $256.48 Unrealized +3.4%
PGR Progressive Corp 0.0%
Value ($000) $69 Shares 334 Est. Cost $115.68 Unrealized +47.5%
DUK Duke Energy Corp 0.0%
Value ($000) $67 Shares 697 Est. Cost $84.81 Unrealized +4.3%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.0%
Value ($000) $66 Shares 369 Est. Cost $145.12 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $65 Shares 382 Est. Cost $114.07 Unrealized +19.0%
MO Altria Group Inc 0.0%
Value ($000) $65 Shares 1,492 Est. Cost $35.19 Unrealized +1.4%
DRI Darden Restaurants Inc 0.0%
Value ($000) $65 Shares 389 Est. Cost $126.33 Unrealized +24.0%
TE Connectivity LTD 0.0%
Value ($000) $65 Shares 445 Est. Cost $114.80 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $63 Shares 256 Est. Cost $223.22 Unrealized +3.3%
UNP Union Pacific Corp 0.0%
Value ($000) $63 Shares 257 Est. Cost $190.19 Unrealized +23.9%
Reinsurance GRP of Amer VRN Pfd 0.0%
Value ($000) $59 Shares 2,366 Est. Cost $23.12 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $59 Shares 226 Est. Cost $199.93 Unrealized +20.7%
SLB Schlumberger Ltd 0.0%
Value ($000) $58 Shares 1,060 Est. Cost $46.08 Unrealized +3.8%
CAH Cardinal Health Inc 0.0%
Value ($000) $58 Shares 518 Est. Cost $71.56 Unrealized +46.2%
GWW W.W. Grainger Inc 0.0%
Value ($000) $57 Shares 56 Est. Cost $548.52 Unrealized +67.3%
WAT Waters Corp 0.0%
Value ($000) $55 Shares 160 Est. Cost $316.35 Unrealized +3.9%
MITSY Mitsui & Co Ltd ADR 0.0%
Value ($000) $55 Shares 59 Est. Cost $584.03 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $55 Shares 634 Est. Cost $82.48 Unrealized
Unilever PLC-Sponsored ADR 0.0%
Value ($000) $53 Shares 1,052 Est. Cost $45.82 Unrealized
BRK/B Berkshire Hathaway Cl B 0.0%
Value ($000) $53 Shares 125 Est. Cost $296.98 Unrealized +32.4%
FLRN SPDR Bloomberg Barclays Inv Grade FR ETF 0.0%
Value ($000) $52 Shares 1,696 Est. Cost $30.39 Unrealized
KEYS Keysight Technologies Inc W/I 0.0%
Value ($000) $52 Shares 332 Est. Cost $68.31 Unrealized +125.1%
TSM Taiwan Semiconductor ADR 0.0%
Value ($000) $49 Shares 362 Est. Cost $74.49 Unrealized
RHI Robert Half Inc. 0.0%
Value ($000) $49 Shares 620 Est. Cost $76.28 Unrealized +5.6%
GIS General Mills Inc 0.0%
Value ($000) $48 Shares 681 Est. Cost $72.93 Unrealized -16.9%
BAESY BAE Systems PLC ADR 0.0%
Value ($000) $47 Shares 685 Est. Cost $41.19 Unrealized
AON Aon Plc - Class A 0.0%
Value ($000) $46 Shares 138 Est. Cost $285.70 Unrealized +7.1%
LMT Lockheed Martin Corp 0.0%
Value ($000) $45 Shares 99 Est. Cost $426.55 Unrealized -2.5%
TM Toyota Motor Corp ADR 0.0%
Value ($000) $44 Shares 174 Est. Cost $136.58 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $43 Shares 408 Est. Cost $47.00 Unrealized +66.4%
EPD Enterprise Products Part 0.0%
Value ($000) $43 Shares 1,480 Est. Cost $24.12 Unrealized
COR Cencora Inc. 0.0%
Value ($000) $43 Shares 177 Est. Cost $153.47 Unrealized +47.5%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $42 Shares 338 Est. Cost $94.86 Unrealized +13.4%
FITB Fifth Third Bancorp 0.0%
Value ($000) $41 Shares 1,101 Est. Cost $29.92 Unrealized +8.2%
GPC Genuine Parts Co 0.0%
Value ($000) $41 Shares 262 Est. Cost $159.11 Unrealized -13.6%
MSI Motorola Solutions Inc 0.0%
Value ($000) $40 Shares 114 Est. Cost $241.04 Unrealized +33.8%
MUB iShares Natl Muni Bd ETF 0.0%
Value ($000) $40 Shares 375 Est. Cost $105.52 Unrealized
AEP American Electric Power 0.0%
Value ($000) $40 Shares 460 Est. Cost $80.91 Unrealized -6.1%
DIS Disney (Walt) Co/The 0.0%
Value ($000) $39 Shares 320 Est. Cost $128.66 Unrealized -20.4%
ALIZY Allianz SE Unsp ADR 0.0%
Value ($000) $39 Shares 1,287 Est. Cost $21.44 Unrealized
EQR Equity Residential 0.0%
Value ($000) $38 Shares 600 Est. Cost $54.69 Unrealized +2.8%
VGT Vanguard Info Tech ETF 0.0%
Value ($000) $38 Shares 72 Est. Cost $319.42 Unrealized
FIS Fidelity National Info Serv 0.0%
Value ($000) $37 Shares 500 Est. Cost $65.44 Unrealized -4.4%
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $36 Shares 774 Est. Cost $30.46 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $36 Shares 415 Est. Cost $76.60 Unrealized -2.4%
VEU Vanguard FTSE All-World Fd 0.0%
Value ($000) $36 Shares 607 Est. Cost $50.14 Unrealized
F Ford Motor Company 0.0%
Value ($000) $35 Shares 2,657 Est. Cost $10.07 Unrealized +6.2%
CVS CVS Health Corp 0.0%
Value ($000) $35 Shares 435 Est. Cost $85.94 Unrealized -17.6%
NTTYY Nippon Teleg & Tel Sp ADR 0.0%
Value ($000) $35 Shares 1,166 Est. Cost $28.51 Unrealized
Interpublic Group of COS 0.0%
Value ($000) $35 Shares 1,061 Est. Cost $27.45 Unrealized +9.2%
SUB iShares Short-term Ntl Muni Bond ETF 0.0%
Value ($000) $34 Shares 329 Est. Cost $104.27 Unrealized
AXAHY AXA Spons ADR 0.0%
Value ($000) $34 Shares 913 Est. Cost $27.81 Unrealized
PCY Invesco Emerging Markets Sovereign Debt 0.0%
Value ($000) $34 Shares 1,665 Est. Cost $19.47 Unrealized
STIP iShares 0-5yr TIPS Bond ETF 0.0%
Value ($000) $33 Shares 329 Est. Cost $96.96 Unrealized
BBWI Bath & Body Works Inc. 0.0%
Value ($000) $33 Shares 650 Est. Cost $34.20 Unrealized +23.7%
CNP Centerpoint Energy 0.0%
Value ($000) $32 Shares 1,132 Est. Cost $26.78 Unrealized -0.3%
IHG Intercontinental Hotels ADR 0.0%
Value ($000) $32 Shares 304 Est. Cost $58.34 Unrealized
CEG Constellation Energy 0.0%
Value ($000) $31 Shares 167 Est. Cost $87.71 Unrealized +60.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $31 Shares 339 Est. Cost $81.67 Unrealized +3.0%
DBSDY DBS Group Hldgs Ltd ADR 0.0%
Value ($000) $30 Shares 285 Est. Cost $101.16 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $30 Shares 588 Est. Cost $50.74 Unrealized
PEG Public Serv Enterprise Grp 0.0%
Value ($000) $30 Shares 448 Est. Cost $52.12 Unrealized +10.6%
NI NiSource Inc 0.0%
Value ($000) $30 Shares 1,076 Est. Cost $23.70 Unrealized +4.8%
PM Philip Morris Intl Inc 0.0%
Value ($000) $30 Shares 322 Est. Cost $83.91 Unrealized +1.2%
VWO Vanguard MSCI Emerging Mkt 0.0%
Value ($000) $29 Shares 700 Est. Cost $38.98 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $29 Shares 56 Est. Cost $484.45 Unrealized -0.5%
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $29 Shares 2,838 Est. Cost $6.67 Unrealized
MDXG Mimedx Group Inc 0.0%
Value ($000) $28 Shares 3,670 Est. Cost $9.10 Unrealized -11.7%
LEG Leggett & Platt Inc 0.0%
Value ($000) $28 Shares 1,464 Est. Cost $33.67 Unrealized -35.4%
SIEGY Siemens AG-Spons ADR 0.0%
Value ($000) $28 Shares 292 Est. Cost $69.18 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $27 Shares 200 Est. Cost $383.25 Unrealized -65.0%
D Dominion Resources Inc 0.0%
Value ($000) $27 Shares 557 Est. Cost $53.65 Unrealized -20.5%
LNC Lincoln National Corp 0.0%
Value ($000) $27 Shares 850 Est. Cost $32.63 Unrealized -24.0%
J P Morgan Alerian MLP ETN 0.0%
Value ($000) $27 Shares 943 Est. Cost $21.75 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $27 Shares 104 Est. Cost $220.43 Unrealized +7.9%
IX Orix Corp Spon ADR 0.0%
Value ($000) $26 Shares 240 Est. Cost $80.52 Unrealized
VCR Vanguard Cons Discretionary 0.0%
Value ($000) $25 Shares 80 Est. Cost $219.03 Unrealized
NSRGY Nestle Spon ADR 0.0%
Value ($000) $25 Shares 239 Est. Cost $115.80 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $25 Shares 169 Est. Cost $93.09 Unrealized +41.7%
PAA Plains All American Pipe 0.0%
Value ($000) $25 Shares 1,423 Est. Cost $11.76 Unrealized
SPG Simon Property Group LP 0.0%
Value ($000) $24 Shares 153 Est. Cost $93.48 Unrealized +42.5%
JCI Johnson Controls International 0.0%
Value ($000) $24 Shares 365 Est. Cost $57.70 Unrealized -1.9%
FISV Fiserv Inc 0.0%
Value ($000) $24 Shares 149 Est. Cost $99.59 Unrealized +46.2%
TJX TJX Companies Inc 0.0%
Value ($000) $24 Shares 233 Est. Cost $70.72 Unrealized +33.8%
OMC Omnicom Group Inc 0.0%
Value ($000) $23 Shares 242 Est. Cost $66.68 Unrealized +26.1%
NVS Novartis AG ADR 0.0%
Value ($000) $23 Shares 242 Est. Cost $90.72 Unrealized
Total SA-Spon ADR 0.0%
Value ($000) $23 Shares 335 Est. Cost $62.08 Unrealized
VRP Invesco Variable Rate Preferred ETF 0.0%
Value ($000) $23 Shares 967 Est. Cost $23.77 Unrealized
KMTUY Komatsu Ltd Spons ADR 0.0%
Value ($000) $23 Shares 778 Est. Cost $21.80 Unrealized
Discover Financial Services 0.0%
Value ($000) $23 Shares 173 Est. Cost $97.83 Unrealized
American Financial Group 5.875 Pfd 0.0%
Value ($000) $22 Shares 876 Est. Cost $22.59 Unrealized
IBDRY Iberdrola SA-Sponsored ADR 0.0%
Value ($000) $22 Shares 440 Est. Cost $46.66 Unrealized
O Realty Income Corp 0.0%
Value ($000) $22 Shares 403 Est. Cost $49.55 Unrealized -1.9%
Brunswick Corp 6.625 Pfd 0.0%
Value ($000) $22 Shares 871 Est. Cost $24.72 Unrealized
DEO Diageo PLC-Sponsored ADR 0.0%
Value ($000) $21 Shares 144 Est. Cost $178.19 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $21 Shares 228 Est. Cost $59.61 Unrealized +46.2%
BHP BHP Limited Spons ADR 0.0%
Value ($000) $21 Shares 368 Est. Cost $62.05 Unrealized
RIO Rio Tinto PLC-SPON ADR 0.0%
Value ($000) $21 Shares 332 Est. Cost $71.20 Unrealized
XLF Financial Sel Sec SPDR Fd 0.0%
Value ($000) $21 Shares 500 Est. Cost $34.20 Unrealized
HSBC HSBC Holdings Plc Spon ADR 0.0%
Value ($000) $21 Shares 523 Est. Cost $31.16 Unrealized
IP International Paper Co 0.0%
Value ($000) $21 Shares 526 Est. Cost $29.99 Unrealized +12.1%
ENB Enbridge Inc 0.0%
Value ($000) $20 Shares 564 Est. Cost $31.84 Unrealized -0.9%
TD Toronto-Dominion Bank 0.0%
Value ($000) $20 Shares 332 Est. Cost $64.60 Unrealized -6.5%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $20 Shares 74 Est. Cost $248.05 Unrealized
WEX WEX INC 0.0%
Value ($000) $20 Shares 83 Est. Cost $155.68 Unrealized +38.2%
SNY Sanofi ADR 0.0%
Value ($000) $19 Shares 398 Est. Cost $48.43 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $19 Shares 66 Est. Cost $155.01 Unrealized +54.7%
WU Western Union Co 0.0%
Value ($000) $19 Shares 1,357 Est. Cost $13.77 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $19 Shares 228 Est. Cost $82.72 Unrealized -9.0%
LHX L3Harris Technologies Inc. 0.0%
Value ($000) $18 Shares 86 Est. Cost $211.01 Unrealized -4.1%
BTI British American TOB-SP ADR 0.0%
Value ($000) $18 Shares 600 Est. Cost $30.50 Unrealized
AA Alcoa Inc 0.0%
Value ($000) $18 Shares 538 Est. Cost $41.94 Unrealized -31.9%
ET Energy Transfer Equity LP 0.0%
Value ($000) $18 Shares 1,129 Est. Cost $11.87 Unrealized
INFY Infosys Ltd-SP ADR 0.0%
Value ($000) $17 Shares 948 Est. Cost $18.01 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $17 Shares 100 Est. Cost $143.20 Unrealized +28.1%
BE Bloom Energy Corp 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $23.12 Unrealized -52.5%
DD DuPont De Nemours Inc 0.0%
Value ($000) $16 Shares 213 Est. Cost $25.00 Unrealized +14.2%
IDXX Idexx Labs Inc 0.0%
Value ($000) $16 Shares 30 Est. Cost $388.17 Unrealized +40.8%
Kimco Realty Corp 5.25 Pfd 0.0%
Value ($000) $15 Shares 655 Est. Cost $20.16 Unrealized
LW Lamb Weston Holding Inc. 0.0%
Value ($000) $15 Shares 143 Est. Cost $80.41 Unrealized +24.1%
LYB Lyondellbasell Indu Cl A 0.0%
Value ($000) $15 Shares 148 Est. Cost $66.35 Unrealized +26.8%
BASFY BASF SE ADR 0.0%
Value ($000) $14 Shares 996 Est. Cost $12.38 Unrealized
BNPQY BNP Paribas ADR 0.0%
Value ($000) $14 Shares 399 Est. Cost $28.42 Unrealized
EIX Edison International 0.0%
Value ($000) $14 Shares 195 Est. Cost $53.19 Unrealized +17.7%
FE FirstEnergy 0.0%
Value ($000) $14 Shares 357 Est. Cost $34.36 Unrealized +0.8%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $14 Shares 56 Est. Cost $182.64 Unrealized
GEHC GE Healthcare Technology 0.0%
Value ($000) $14 Shares 150 Est. Cost $71.08 Unrealized +16.7%
IMCB iShares Morningstar Mid Co 0.0%
Value ($000) $13 Shares 184 Est. Cost $58.67 Unrealized
LAZ Lazard Inc. 0.0%
Value ($000) $13 Shares 317 Est. Cost $38.95 Unrealized 0.0%
DOW Dow Inc 0.0%
Value ($000) $13 Shares 223 Est. Cost $40.52 Unrealized +20.8%
CAG Conagra Inc 0.0%
Value ($000) $13 Shares 431 Est. Cost $30.96 Unrealized -17.0%
PAGP Plains GP Holdings LP-CL A 0.0%
Value ($000) $13 Shares 700 Est. Cost $18.25 Unrealized
Zions Bancorp 6.30 Pfd 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.32 Unrealized
DE Deere & Company 0.0%
Value ($000) $12 Shares 30 Est. Cost $388.70 Unrealized -4.2%
CTVA Corteva Inc. 0.0%
Value ($000) $12 Shares 213 Est. Cost $61.14 Unrealized -17.2%
IEX Idex Corp 0.0%
Value ($000) $12 Shares 50 Est. Cost $214.74 Unrealized +2.6%
VDC Vanguard Consumer Staples 0.0%
Value ($000) $12 Shares 58 Est. Cost $191.57 Unrealized
CAJPY Canon Inc SP ADR 0.0%
Value ($000) $12 Shares 393 Est. Cost $21.68 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $12 Shares 584 Est. Cost $18.13 Unrealized +4.5%
BK Bank of New York Mellon 0.0%
Value ($000) $12 Shares 200 Est. Cost $39.25 Unrealized +34.2%
Goldman Sachs Gp 4 Pfd 0.0%
Value ($000) $12 Shares 500 Est. Cost $18.52 Unrealized
GBTC Grayscale Bitcoin Trust 0.0%
Value ($000) $11 Shares 182 Est. Cost $63.17 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $11 Shares 97 Est. Cost $53.81 Unrealized +66.9%
GSK GlaxoSmithKline PLC 0.0%
Value ($000) $11 Shares 251 Est. Cost $35.64 Unrealized
SMG Scotts Miracle-Gro Co Cl-A 0.0%
Value ($000) $10 Shares 140 Est. Cost $43.38 Unrealized +31.1%
FBIN Fortune Brands Innovations Inc. 0.0%
Value ($000) $10 Shares 123 Est. Cost $49.85 Unrealized +53.9%
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) $10 Shares 560 Est. Cost $13.48 Unrealized +14.4%
OHI Omega Health Care Investor 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.67 Unrealized
HMC Honda Motor Co Ltd ADR 0.0%
Value ($000) $9 Shares 250 Est. Cost $22.86 Unrealized
Barnes Group Inc 0.0%
Value ($000) $9 Shares 250 Est. Cost $40.85 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $9 Shares 88 Est. Cost $82.73 Unrealized
WPP WPP PLC-Spon ADR 0.0%
Value ($000) $9 Shares 189 Est. Cost $49.16 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $9 Shares 43 Est. Cost $170.21 Unrealized
NuStar Energy LP 0.0%
Value ($000) $9 Shares 367 Est. Cost $16.00 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $8 Shares 95 Est. Cost $78.90 Unrealized -1.9%
TSLA TESLA Inc 0.0%
Value ($000) $8 Shares 48 Est. Cost $181.89 Unrealized +7.4%
E Eni Spa-Sponsored ADR 0.0%
Value ($000) $8 Shares 265 Est. Cost $28.66 Unrealized
PetIQ Inc 0.0%
Value ($000) $8 Shares 450 Est. Cost $9.22 Unrealized
Calamos Strategic Total Re 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.37 Unrealized
MET Metlife Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.02 Unrealized 0.0%
EMB iShares JP Morgan EMB 0.0%
Value ($000) $7 Shares 80 Est. Cost $84.59 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.15 Unrealized 0.0%
QYLD Global X Funds ETF 0.0%
Value ($000) $7 Shares 390 Est. Cost $16.63 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $7 Shares 31 Est. Cost $102.74 Unrealized +94.7%
FTV Fortive Corp 0.0%
Value ($000) $7 Shares 80 Est. Cost $47.79 Unrealized +26.0%
FCX Freeport-McMoran Copper-B 0.0%
Value ($000) $7 Shares 144 Est. Cost $33.48 Unrealized +17.7%
IDU iShares DJ US Util Sector 0.0%
Value ($000) $7 Shares 80 Est. Cost $86.54 Unrealized
HOG Harley-Davidson Inc 0.0%
Value ($000) $7 Shares 154 Est. Cost $42.57 Unrealized -13.1%
VLTO Veralto Corp 0.0%
Value ($000) $7 Shares 75 Est. Cost $84.56 Unrealized -2.8%
ACN Accenture PLC Cl-A 0.0%
Value ($000) $7 Shares 19 Est. Cost $264.08 Unrealized +34.3%
REZI Resideo Technologies Inc. 0.0%
Value ($000) $6 Shares 276 Est. Cost $18.13 Unrealized +9.0%
ORI Old Republic Intl Corp 0.0%
Value ($000) $6 Shares 200 Est. Cost $24.46 Unrealized 0.0%
BXMT Blackstone Mtg Tr Inc 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.91 Unrealized
Adams Express Co 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.52 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $6 Shares 20 Est. Cost $237.86 Unrealized +17.2%
CLF Cleveland - Cliffs Inc 0.0%
Value ($000) $6 Shares 254 Est. Cost $15.06 Unrealized +31.6%
WBD Warner Bros Discovery Inc. 0.0%
Value ($000) $6 Shares 657 Est. Cost $11.29 Unrealized -14.6%
EPSN Epsilon Energy LTD 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.57 Unrealized 0.0%
MCY Mercury General Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.11 Unrealized 0.0%
FLR Fluor Corp (New) 0.0%
Value ($000) $5 Shares 116 Est. Cost $31.93 Unrealized +20.2%
PNR Pentair PLC 0.0%
Value ($000) $5 Shares 56 Est. Cost $41.86 Unrealized +77.7%
DFIN Donnelley Financial Solutions 0.0%
Value ($000) $5 Shares 76 Est. Cost $37.49 Unrealized +66.8%
IVZ Invesco Ltd 0.0%
Value ($000) $4 Shares 267 Est. Cost $14.76 Unrealized +0.2%
VOD Vodafone Group PLC 0.0%
Value ($000) $4 Shares 492 Est. Cost $10.12 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $121.28 Unrealized
Cedar Fair Ltd Partnership 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.34 Unrealized
GLW Corning Inc 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.73 Unrealized +2.4%
Gabelli Utility Trust 0.0%
Value ($000) $4 Shares 720 Est. Cost $7.51 Unrealized
VSCO Victoria's Secret 0.0%
Value ($000) $4 Shares 204 Est. Cost $39.74 Unrealized -38.2%
WPC WP Carey Inc 0.0%
Value ($000) $4 Shares 70 Est. Cost $56.44 Unrealized
JNK SPDR BBG Barclays High Yld Bond 0.0%
Value ($000) $4 Shares 41 Est. Cost $90.00 Unrealized
ALC Alcon Inc. 0.0%
Value ($000) $4 Shares 46 Est. Cost $63.16 Unrealized +26.1%
CHTR Charter Communications Inc 0.0%
Value ($000) $4 Shares 13 Est. Cost $351.41 Unrealized -8.5%
ADP Automatic Data Processing 0.0%
Value ($000) $4 Shares 15 Est. Cost $228.99 Unrealized +2.3%
Huntington Bank VRN Pfd 0.0%
Value ($000) $4 Shares 150 Est. Cost $24.81 Unrealized
ABR Arbor Realty Trust Inc 0.0%
Value ($000) $4 Shares 277 Est. Cost $13.25 Unrealized
Liberty All Star Equity Fd 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.15 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $4 Shares 170 Est. Cost $13.85 Unrealized +22.5%
HR Healthcare Realty Trust 0.0%
Value ($000) $4 Shares 250 Est. Cost $14.15 Unrealized
Fifth Third Bancorp 4.95 Pfd 0.0%
Value ($000) $4 Shares 150 Est. Cost $21.71 Unrealized
ETSY Etsy Inc, 0.0%
Value ($000) $3 Shares 50 Est. Cost $109.09 Unrealized -34.2%
AT&T Inc. 4.75 Pfd 0.0%
Value ($000) $3 Shares 165 Est. Cost $17.63 Unrealized
IYZ iShares DJ US Telecommunic 0.0%
Value ($000) $3 Shares 152 Est. Cost $22.43 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.96 Unrealized
Ready Capital Corp 0.0%
Value ($000) $3 Shares 170 Est. Cost $19.05 Unrealized
Ford Motor Co 6.5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.75 Unrealized
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
Unum Group 6.25 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.15 Unrealized
KD Kyndryl Holdings 0.0%
Value ($000) $3 Shares 144 Est. Cost $10.06 Unrealized +111.4%
Georgia Power Co 5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.61 Unrealized
Brookfield Oaktree Hldgs 0.0%
Value ($000) $3 Shares 125 Est. Cost $21.45 Unrealized
AGG iShares Barclays Agg Bond 0.0%
Value ($000) $3 Shares 30 Est. Cost $110.14 Unrealized
CUK Carnival PLC ADR 0.0%
Value ($000) $3 Shares 198 Est. Cost $7.19 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
Nuveen Preferred & Income Opportunities 0.0%
Value ($000) $3 Shares 395 Est. Cost $7.19 Unrealized
RITM Rithm Capital Corp 0.0%
Value ($000) $3 Shares 250 Est. Cost $11.16 Unrealized
Truist Financial Corp 4.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.09 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $3 Shares 44 Est. Cost $43.62 Unrealized +15.5%
HLN Haleon PLC ADR 0.0%
Value ($000) $3 Shares 316 Est. Cost $8.00 Unrealized
BXP Boston Properties Inc 0.0%
Value ($000) $3 Shares 41 Est. Cost $58.78 Unrealized +1.3%
WDS Woodside Energy Group LTD 0.0%
Value ($000) $3 Shares 130 Est. Cost $24.21 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $186.71 Unrealized -0.3%
CCL Carnival Corp 0.0%
Value ($000) $3 Shares 155 Est. Cost $8.62 Unrealized +88.7%
DVA Davita Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $77.66 Unrealized +54.5%
Wells Fargo & Co 5.625 Pfd 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.68 Unrealized
PLUG Plug Power Inc 0.0%
Value ($000) $2 Shares 700 Est. Cost $30.55 Unrealized -87.8%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $87.06 Unrealized +32.4%
CMS CMS Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $53.55 Unrealized +2.1%
AFL Aflac Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $62.49 Unrealized +26.0%
MBC Masterbrand Inc. 0.0%
Value ($000) $2 Shares 123 Est. Cost $8.19 Unrealized +93.5%
CDP Corporate Office Property 0.0%
Value ($000) $2 Shares 95 Est. Cost $25.94 Unrealized
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $2 Shares 279 Est. Cost $11.84 Unrealized -38.5%
DOV Dover Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $127.77 Unrealized +23.4%
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $86.71 Unrealized +13.7%
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 -11.0%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.28 Unrealized -7.4%
WAB Wabtec Corp 0.0%
Value ($000) $2 Shares 11 Est. Cost $93.96 Unrealized +42.8%
NVT Nvent Electric PLC 0.0%
Value ($000) $2 Shares 21 Est. Cost $35.48 Unrealized +77.3%
NTAP NetApp Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $61.60 Unrealized +44.9%
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 29 Est. Cost $71.13 Unrealized -31.3%
CTSH Cognizant Technology Cl A 0.0%
Value ($000) $2 Shares 21 Est. Cost $55.69 Unrealized +33.1%
SJM JM Smucker Co 0.0%
Value ($000) $2 Shares 12 Est. Cost $133.49 Unrealized -11.8%
BN Brookfield Corp 0.0%
Value ($000) $2 Shares 36 Est. Cost $26.63 Unrealized 0.0%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $1 Shares 78 Est. Cost $17.60 Unrealized -8.4%
ASIX Advansix Inc 0.0%
Value ($000) $1 Shares 49 Est. Cost $34.73 Unrealized -27.1%
SDZNY Sandoz Group AG ADR 0.0%
Value ($000) $1 Shares 46 Est. Cost $32.15 Unrealized
ACLLY Accelleron Industries AG 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.69 Unrealized
IFF Intl Flavors & Fragrances 0.0%
Value ($000) $1 Shares 15 Est. Cost $89.88 Unrealized -14.2%
FRO Frontline PLC 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.03 Unrealized +67.8%
DHC Diversified Healthcare Trust 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.46 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $18.74 Unrealized +108.0%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.87 Unrealized +23.7%
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 116 Est. Cost $7.03 Unrealized +30.9%
VNO Vornado Realty Trust 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.80 Unrealized
Westrock Co 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.17 Unrealized
SONY Sony Corp Spons ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.30 Unrealized
CC Chemours Co 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.65 Unrealized -1.2%
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.94 Unrealized -15.1%
TRIP Tripadvisor Inc 0.0%
Value ($000) $1 Shares 24 Est. Cost $20.87 Unrealized +16.3%
ADNT Adient PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $34.97 Unrealized -2.6%
SAIC Science Applications Int 0.0%
Value ($000) $1 Shares 4 Est. Cost $105.40 Unrealized +25.6%
BPY 6.25 07/26/81 Brookfield Property 6.5 Pfd 0.0%
Value ($000) $0 Shares 26 Est. Cost $15.00 Unrealized
BAM Brookfield Asset Managmt Ltd 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.97 Unrealized 0.0%
UE Urban Edge Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.10 Unrealized
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.50 Unrealized -36.2%
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 +26.3%
FCPT Four Corners Property Trust 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.92 Unrealized
AVNS Avanos Medical Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.45 Unrealized -20.9%
RMR RMR Group Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.62 Unrealized -0.3%
ONL Orion Office Reit Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost $4.75 Unrealized
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
NLOP Net Lease Office Property 0.0%
Value ($000) $0 Shares 4 Est. Cost $23.75 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 3 Est. Cost $27.07 Unrealized -47.4%