BOYD WATTERSON ASSET MANAGEMENT LLC/OH Diversified Active

CIK: 0001121477 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 6, 2025

Total Value ($000): $312,791 (100.0% shares, 0.0% debt)

Holdings (429)

SPY SPDR S & P 500 ETF Trust 6.9%
Value ($000) $21,588 Shares 38,592 Est. Cost $235.07 Unrealized
MSFT Microsoft Corp 6.2%
Value ($000) $19,475 Shares 51,878 Est. Cost $68.69 Unrealized +489.7%
IGSB IShares 1-5 Year Investment Grade Corp 3.4%
Value ($000) $10,757 Shares 205,399 Est. Cost $51.40 Unrealized
GOOGL Alphabet Inc-CL A 3.1%
Value ($000) $9,829 Shares 63,558 Est. Cost $111.59 Unrealized +61.9%
JPM J P Morgan Chase 2.9%
Value ($000) $9,148 Shares 37,293 Est. Cost $70.07 Unrealized +258.1%
AVGO Broadcom Inc 2.9%
Value ($000) $9,013 Shares 53,829 Est. Cost $141.59 Unrealized +48.2%
IGIB IShares 5-10 Year Investment Grade Corp 2.8%
Value ($000) $8,877 Shares 169,015 Est. Cost $51.59 Unrealized
LLY Lilly (Eli) & Co 2.8%
Value ($000) $8,862 Shares 10,730 Est. Cost $221.91 Unrealized +272.5%
AAPL Apple Inc 2.7%
Value ($000) $8,291 Shares 37,327 Est. Cost $89.34 Unrealized +158.3%
MDY SPDR S & P Midcap 400 ETF 2.4%
Value ($000) $7,435 Shares 13,936 Est. Cost $307.86 Unrealized
AXP American Express Co 2.3%
Value ($000) $7,249 Shares 26,942 Est. Cost $82.49 Unrealized +254.5%
ETN Eaton Corp PLC 2.2%
Value ($000) $6,919 Shares 25,453 Est. Cost $91.43 Unrealized +237.5%
HON Honeywell International 2.1%
Value ($000) $6,675 Shares 31,523 Est. Cost $126.52 Unrealized +56.8%
XOM Exxon Mobil Corp 2.0%
Value ($000) $6,157 Shares 51,769 Est. Cost $56.65 Unrealized +89.2%
AMZN Amazon.com Inc 1.8%
Value ($000) $5,774 Shares 30,349 Est. Cost $137.24 Unrealized +58.1%
ABBV Abbvie Inc 1.8%
Value ($000) $5,512 Shares 26,309 Est. Cost $61.75 Unrealized +206.7%
MBB iShares MBS Bond ETF 1.7%
Value ($000) $5,404 Shares 57,629 Est. Cost $98.08 Unrealized
V Visa Inc Cl-A Shares 1.7%
Value ($000) $5,182 Shares 14,787 Est. Cost $158.43 Unrealized +112.3%
VCLT Vanguard Long-Term Corp Bond ETF 1.5%
Value ($000) $4,620 Shares 60,861 Est. Cost $76.32 Unrealized
VOO Vanguard S&P 500 ETF 1.3%
Value ($000) $4,155 Shares 8,085 Est. Cost $205.28 Unrealized
PG Procter & Gamble Co 1.3%
Value ($000) $3,976 Shares 23,328 Est. Cost $96.15 Unrealized +70.5%
CAT Caterpillar Inc 1.1%
Value ($000) $3,539 Shares 10,729 Est. Cost $109.27 Unrealized +222.1%
JNJ Johnson & Johnson 1.1%
Value ($000) $3,533 Shares 21,304 Est. Cost $120.48 Unrealized +26.5%
CRWD CrowdStrike Holdings Inc 1.1%
Value ($000) $3,467 Shares 9,834 Est. Cost $133.93 Unrealized +184.5%
PH Parker Hannifin Corp 1.1%
Value ($000) $3,373 Shares 5,549 Est. Cost $271.28 Unrealized +139.1%
IOO iShares S&P Global 100 Fd 1.1%
Value ($000) $3,341 Shares 34,698 Est. Cost $59.84 Unrealized
NVDA NVIDIA Corp 1.0%
Value ($000) $3,260 Shares 30,080 Est. Cost $93.02 Unrealized +36.2%
EEM iShares MSCI Emrg Mkt Indx 1.0%
Value ($000) $3,174 Shares 72,639 Est. Cost $42.23 Unrealized
CVX Chevron Corp 1.0%
Value ($000) $3,162 Shares 18,903 Est. Cost $79.80 Unrealized +88.6%
LIN Linde PLC 0.9%
Value ($000) $2,966 Shares 6,369 Est. Cost $322.30 Unrealized +37.9%
MRK Merck & Company 0.9%
Value ($000) $2,770 Shares 30,859 Est. Cost $78.12 Unrealized +15.4%
C Citigroup Inc 0.9%
Value ($000) $2,713 Shares 38,210 Est. Cost $60.07 Unrealized +24.1%
BMY Bristol-Myers Squibb Co 0.9%
Value ($000) $2,679 Shares 43,920 Est. Cost $48.83 Unrealized +13.6%
ABT Abbott Laboratories 0.9%
Value ($000) $2,668 Shares 20,113 Est. Cost $40.23 Unrealized +211.9%
GOOG Alphabet Inc-CL C 0.8%
Value ($000) $2,637 Shares 16,880 Est. Cost $110.08 Unrealized +65.8%
SHOP Shopify Inc - Class A 0.8%
Value ($000) $2,546 Shares 26,661 Est. Cost $36.99 Unrealized +194.6%
QCOM Qualcomm Inc 0.8%
Value ($000) $2,536 Shares 16,508 Est. Cost $110.02 Unrealized +45.1%
SCHD Schwab US Dividend Equity ETF 0.8%
Value ($000) $2,516 Shares 89,993 Est. Cost $37.74 Unrealized
PEP PepsiCo Inc 0.8%
Value ($000) $2,496 Shares 16,645 Est. Cost $120.13 Unrealized +19.4%
IJR iShares S&P SmallCap 600 0.8%
Value ($000) $2,494 Shares 23,850 Est. Cost $93.90 Unrealized
ORLY O'Reilly Automotive Inc 0.8%
Value ($000) $2,463 Shares 1,719 Est. Cost $30.49 Unrealized +185.4%
PAYC Paycom Software Inc 0.7%
Value ($000) $2,296 Shares 10,511 Est. Cost $171.46 Unrealized +22.2%
GS Goldman Sachs Group Inc 0.7%
Value ($000) $2,168 Shares 3,969 Est. Cost $302.23 Unrealized +95.4%
TMO Thermo Fisher Corp 0.7%
Value ($000) $2,108 Shares 4,236 Est. Cost $337.79 Unrealized +59.8%
EFA iShares MSCI EAFE Index Fd 0.7%
Value ($000) $2,051 Shares 25,097 Est. Cost $58.58 Unrealized
PYPL PayPal Holdings Inc 0.7%
Value ($000) $2,047 Shares 31,367 Est. Cost $75.64 Unrealized +2.7%
BKNG Booking Holdings Inc. 0.6%
Value ($000) $1,972 Shares 428 Est. Cost $2002.53 Unrealized +137.2%
EXPE Expedia Group Inc 0.6%
Value ($000) $1,882 Shares 11,196 Est. Cost $128.84 Unrealized +40.3%
EMR Emerson Electric Co 0.6%
Value ($000) $1,877 Shares 17,117 Est. Cost $68.02 Unrealized +74.6%
HD Home Depot Inc 0.6%
Value ($000) $1,846 Shares 5,036 Est. Cost $189.97 Unrealized +100.4%
CRM Salesforce Inc. 0.6%
Value ($000) $1,817 Shares 6,771 Est. Cost $179.79 Unrealized +71.9%
KO Coca-Cola Co 0.6%
Value ($000) $1,744 Shares 24,357 Est. Cost $34.33 Unrealized +89.2%
MRSH Marsh & McLennan Cos Inc 0.6%
Value ($000) $1,724 Shares 7,064 Est. Cost $131.41 Unrealized +70.0%
CMG Chipotle Mexican Grill Inc 0.5%
Value ($000) $1,504 Shares 29,961 Est. Cost $56.63 Unrealized -4.0%
CI Cigna Corp 0.5%
Value ($000) $1,465 Shares 4,453 Est. Cost $161.03 Unrealized +83.6%
PSX Phillips 66 0.4%
Value ($000) $1,396 Shares 11,307 Est. Cost $60.83 Unrealized +96.0%
US Bank 4.00 Pfd 0.4%
Value ($000) $1,395 Shares 84,165 Est. Cost $24.87 Unrealized
MDLZ Mondelez International Inc 0.4%
Value ($000) $1,361 Shares 20,066 Est. Cost $56.87 Unrealized +5.1%
TT Trane Technologies PLC 0.4%
Value ($000) $1,312 Shares 3,893 Est. Cost $94.44 Unrealized +280.1%
NEE Nextera Energy Inc 0.4%
Value ($000) $1,209 Shares 17,048 Est. Cost $63.31 Unrealized +8.5%
ZBRA Zebra Technologies Corp Cl 0.4%
Value ($000) $1,166 Shares 4,125 Est. Cost $253.19 Unrealized +35.0%
BRK/B Berkshire Hathaway Cl B 0.4%
Value ($000) $1,132 Shares 2,125 Est. Cost $452.04 Unrealized +7.5%
WMT Wal Mart Inc. 0.3%
Value ($000) $1,007 Shares 11,471 Est. Cost $73.58 Unrealized +26.3%
TRV Travelers Companies Inc 0.3%
Value ($000) $936 Shares 3,538 Est. Cost $102.46 Unrealized +139.5%
SCHW Charles Schwab Corp 0.3%
Value ($000) $919 Shares 11,734 Est. Cost $67.88 Unrealized +14.4%
JAAA Janus AAA CLO 0.3%
Value ($000) $913 Shares 18,000 Est. Cost $50.32 Unrealized
COIN Coinbase Global, Inc. 0.3%
Value ($000) $888 Shares 5,158 Est. Cost $242.13 Unrealized 0.0%
TXN Texas Instruments Inc 0.3%
Value ($000) $884 Shares 4,918 Est. Cost $148.12 Unrealized +23.0%
DELL Dell Technologies C 0.3%
Value ($000) $856 Shares 9,387 Est. Cost $108.79 Unrealized -4.2%
APD Air Products & Chemicals 0.3%
Value ($000) $796 Shares 2,698 Est. Cost $251.75 Unrealized +19.3%
VUG Vanguard Growth ETF 0.2%
Value ($000) $775 Shares 2,089 Est. Cost $112.04 Unrealized
CMI Cummins Inc 0.2%
Value ($000) $774 Shares 2,471 Est. Cost $193.00 Unrealized +79.3%
IJH iShares S&P Midcap 400 0.2%
Value ($000) $769 Shares 13,172 Est. Cost $83.12 Unrealized
PFF iShares Preferred & Income Sec ETF 0.2%
Value ($000) $767 Shares 24,961 Est. Cost $33.56 Unrealized
SPTI SPDR Interm TSY ETF 0.2%
Value ($000) $762 Shares 26,646 Est. Cost $31.32 Unrealized
META Meta Platforms Inc. 0.2%
Value ($000) $741 Shares 1,286 Est. Cost $209.65 Unrealized +206.8%
RTX RTX Corp 0.2%
Value ($000) $733 Shares 5,533 Est. Cost $57.21 Unrealized +118.1%
DNP Select Income Fund Inc 0.2%
Value ($000) $726 Shares 73,408 Est. Cost $1.36 Unrealized
TGT Target Corp 0.2%
Value ($000) $718 Shares 6,880 Est. Cost $83.68 Unrealized +43.7%
Charles Schwab 4.45 Pfd 0.2%
Value ($000) $716 Shares 36,750 Est. Cost $22.04 Unrealized
BA Boeing Co 0.2%
Value ($000) $709 Shares 4,157 Est. Cost $164.73 Unrealized +5.1%
EOG EOG Resources Inc 0.2%
Value ($000) $694 Shares 5,413 Est. Cost $75.03 Unrealized +66.8%
INTC Intel Corp 0.2%
Value ($000) $639 Shares 28,159 Est. Cost $33.60 Unrealized -34.9%
CSCO Cisco Systems Inc 0.2%
Value ($000) $635 Shares 10,293 Est. Cost $34.60 Unrealized +73.7%
SHEL Shell PLC - ADR 0.2%
Value ($000) $631 Shares 8,605 Est. Cost $54.92 Unrealized
ROP Roper Industries 0.2%
Value ($000) $622 Shares 1,054 Est. Cost $369.74 Unrealized +50.8%
TJX TJX Companies Inc 0.2%
Value ($000) $609 Shares 5,000 Est. Cost $117.72 Unrealized +2.0%
IBM IBM Corp 0.2%
Value ($000) $592 Shares 2,382 Est. Cost $109.08 Unrealized +119.5%
MA Mastercard Inc 0.2%
Value ($000) $586 Shares 1,070 Est. Cost $119.76 Unrealized +352.6%
CARR Carrier Global 0.2%
Value ($000) $578 Shares 9,110 Est. Cost $37.72 Unrealized +74.4%
REGN Regeneron Pharmaceuticals 0.2%
Value ($000) $564 Shares 890 Est. Cost $634.52 Unrealized +7.9%
SYF Synchrony Financial 0.2%
Value ($000) $559 Shares 10,568 Est. Cost $24.81 Unrealized +145.4%
CSX CSX Corp 0.2%
Value ($000) $557 Shares 18,934 Est. Cost $28.41 Unrealized +10.2%
PFE Pfizer Inc 0.2%
Value ($000) $545 Shares 21,502 Est. Cost $20.88 Unrealized +18.3%
DHR Danaher Corp 0.2%
Value ($000) $507 Shares 2,473 Est. Cost $176.69 Unrealized +22.8%
USB US Bancorp 0.2%
Value ($000) $506 Shares 11,973 Est. Cost $32.17 Unrealized +37.4%
OXY Occidental Petroleum Corp 0.2%
Value ($000) $495 Shares 10,027 Est. Cost $49.29 Unrealized -2.9%
LOW Lowe's Companies Inc 0.2%
Value ($000) $490 Shares 2,100 Est. Cost $143.73 Unrealized +68.4%
WFC Wells Fargo & Co 0.1%
Value ($000) $449 Shares 6,250 Est. Cost $52.95 Unrealized +39.2%
IEF iShares 7-10 Year Treasury Bond ETF 0.1%
Value ($000) $434 Shares 4,554 Est. Cost $105.92 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $428 Shares 10,266 Est. Cost $27.69 Unrealized +57.5%
BLK Blackrock Funding Inc/DE 0.1%
Value ($000) $424 Shares 448 Est. Cost $991.05 Unrealized -2.9%
MCK McKesson Corp W/RTS 0.1%
Value ($000) $417 Shares 620 Est. Cost $314.09 Unrealized +96.1%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $414 Shares 5,000 Est. Cost $86.60 Unrealized
GEV GE Vernova LLC 0.1%
Value ($000) $413 Shares 1,352 Est. Cost $224.86 Unrealized +54.8%
COP ConocoPhillips 0.1%
Value ($000) $412 Shares 3,920 Est. Cost $42.19 Unrealized +129.4%
Huntington Bank 4.50 Pfd 0.1%
Value ($000) $370 Shares 21,300 Est. Cost $20.45 Unrealized
HPQ HP Inc 0.1%
Value ($000) $369 Shares 13,338 Est. Cost $26.29 Unrealized +15.5%
KVUE Kenvue Inc. 0.1%
Value ($000) $364 Shares 15,169 Est. Cost $20.98 Unrealized +1.9%
VZ Verizon Communications Inc 0.1%
Value ($000) $357 Shares 7,871 Est. Cost $33.48 Unrealized +18.2%
PPG PPG Industries Inc 0.1%
Value ($000) $347 Shares 3,177 Est. Cost $113.18 Unrealized -0.5%
VMBS Vanguard MBS ETF 0.1%
Value ($000) $343 Shares 7,413 Est. Cost $45.83 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $320 Shares 3,101 Est. Cost $75.35 Unrealized +27.6%
MDT Medtronic PLC 0.1%
Value ($000) $318 Shares 3,543 Est. Cost $65.62 Unrealized +33.2%
ITW Illinois Tool Works 0.1%
Value ($000) $312 Shares 1,260 Est. Cost $104.95 Unrealized +138.9%
AMGN Amgen Inc 0.1%
Value ($000) $304 Shares 976 Est. Cost $139.38 Unrealized +106.1%
GE General Electric Co. 0.1%
Value ($000) $295 Shares 1,473 Est. Cost $64.35 Unrealized +204.2%
SJNK SPDR Barclays ST HY Bond 0.1%
Value ($000) $284 Shares 11,274 Est. Cost $27.15 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $282 Shares 2,742 Est. Cost $146.84 Unrealized -24.3%
BKLN Invesco Senior Loan ETF 0.1%
Value ($000) $250 Shares 12,073 Est. Cost $21.14 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $243 Shares 2,080 Est. Cost $76.80 Unrealized +63.9%
FAST Fastenal Co 0.1%
Value ($000) $239 Shares 3,080 Est. Cost $14.54 Unrealized +153.4%
SYY Sysco Corp 0.1%
Value ($000) $236 Shares 3,147 Est. Cost $65.83 Unrealized +8.3%
National Rural Util Corp 5.5 Pfd 0.1%
Value ($000) $229 Shares 9,612 Est. Cost $26.43 Unrealized
Brunswick Corp 6.5 Pfd 0.1%
Value ($000) $227 Shares 9,338 Est. Cost $26.88 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $224 Shares 240 Est. Cost $28.29 Unrealized +236.1%
DIA SPDR Dow Jones Indu Avg Tr 0.1%
Value ($000) $224 Shares 533 Est. Cost $331.33 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $221 Shares 4,801 Est. Cost $35.19 Unrealized +15.1%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $218 Shares 450 Est. Cost $291.87 Unrealized +77.7%
Nextera Energy Capital 5.65 Pfd 0.1%
Value ($000) $203 Shares 8,948 Est. Cost $28.05 Unrealized
SPTL SPDR Port Long Term Treasury ETF 0.1%
Value ($000) $188 Shares 6,889 Est. Cost $34.22 Unrealized
Southern Co 4.20 Pfd 0.1%
Value ($000) $186 Shares 10,100 Est. Cost $24.85 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $185 Shares 6,493 Est. Cost $15.22 Unrealized +75.4%
MMM 3M Company 0.1%
Value ($000) $171 Shares 1,167 Est. Cost $121.15 Unrealized +19.3%
HYG iShares iBoxx USD High Yield Corp Bd ETF 0.1%
Value ($000) $170 Shares 2,158 Est. Cost $75.81 Unrealized
OKE Oneok Inc New 0.1%
Value ($000) $165 Shares 1,659 Est. Cost $55.00 Unrealized +72.7%
USHY IShares Broad USD HY Corp Bond ETF 0.1%
Value ($000) $165 Shares 4,471 Est. Cost $37.02 Unrealized
TSLA TESLA Inc 0.1%
Value ($000) $165 Shares 635 Est. Cost $321.82 Unrealized +3.6%
JNK SPDR BBG Barclays High Yld Bond 0.0%
Value ($000) $147 Shares 1,541 Est. Cost $95.32 Unrealized
UNH UnitedHealth Care Group 0.0%
Value ($000) $140 Shares 267 Est. Cost $500.41 Unrealized -0.2%
MPLX MPLX LP 0.0%
Value ($000) $132 Shares 2,465 Est. Cost $35.41 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $126 Shares 1,350 Est. Cost $69.73 Unrealized +26.0%
XLF Financial Sel Sec SPDR Fd 0.0%
Value ($000) $125 Shares 2,506 Est. Cost $45.51 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $120 Shares 780 Est. Cost $106.57 Unrealized +34.3%
T AT & T Inc 0.0%
Value ($000) $118 Shares 4,173 Est. Cost $15.11 Unrealized +61.2%
TFC Truist Financial Corp 0.0%
Value ($000) $117 Shares 2,853 Est. Cost $37.11 Unrealized +15.0%
KLAC KLA-Tencor Corporation 0.0%
Value ($000) $115 Shares 169 Est. Cost $337.92 Unrealized +111.6%
SPGI S & P Global Inc 0.0%
Value ($000) $113 Shares 223 Est. Cost $321.12 Unrealized +58.1%
MCD McDonald's Corp 0.0%
Value ($000) $109 Shares 350 Est. Cost $245.25 Unrealized +19.4%
VPU Vanguard World Fds Utiliti 0.0%
Value ($000) $108 Shares 635 Est. Cost $147.92 Unrealized
TAP Molson Coors Brewing Co-B 0.0%
Value ($000) $107 Shares 1,750 Est. Cost $46.45 Unrealized +19.9%
IR Ingersol-Rand Inc 0.0%
Value ($000) $105 Shares 1,314 Est. Cost $50.89 Unrealized +71.1%
LQD iShares iBoxx Inv Grade Corp Bd ETF 0.0%
Value ($000) $105 Shares 965 Est. Cost $108.24 Unrealized
HCA HCA Holdings Inc 0.0%
Value ($000) $101 Shares 292 Est. Cost $218.18 Unrealized +46.4%
ORCL Oracle Corp 0.0%
Value ($000) $101 Shares 719 Est. Cost $73.20 Unrealized +120.7%
YUM Yum Brands Inc 0.0%
Value ($000) $96 Shares 610 Est. Cost $114.06 Unrealized +24.2%
WM Waste Management Inc 0.0%
Value ($000) $89 Shares 384 Est. Cost $153.18 Unrealized +42.6%
PGR Progressive Corp 0.0%
Value ($000) $85 Shares 299 Est. Cost $115.68 Unrealized +112.0%
VGSH Vanguard Short-Term Treasury 0.0%
Value ($000) $84 Shares 1,429 Est. Cost $57.77 Unrealized
IUSV iShares Core Russell U.S. Value ETF 0.0%
Value ($000) $83 Shares 900 Est. Cost $70.63 Unrealized
SO Southern Company 0.0%
Value ($000) $83 Shares 898 Est. Cost $59.62 Unrealized +41.1%
MO Altria Group Inc 0.0%
Value ($000) $82 Shares 1,358 Est. Cost $35.19 Unrealized +45.0%
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $77 Shares 692 Est. Cost $111.09 Unrealized
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $76 Shares 675 Est. Cost $112.86 Unrealized -6.1%
KMB Kimberly Clark Corp 0.0%
Value ($000) $76 Shares 533 Est. Cost $112.73 Unrealized +15.1%
SLB Schlumberger Ltd 0.0%
Value ($000) $74 Shares 1,760 Est. Cost $43.86 Unrealized -9.0%
PSA Public Storage 0.0%
Value ($000) $72 Shares 240 Est. Cost $256.48 Unrealized +12.1%
DUK Duke Energy Corp 0.0%
Value ($000) $71 Shares 586 Est. Cost $84.81 Unrealized +30.3%
CB Chubb Ltd 0.0%
Value ($000) $68 Shares 226 Est. Cost $199.93 Unrealized +38.2%
EPD Enterprise Products Part 0.0%
Value ($000) $68 Shares 1,980 Est. Cost $25.35 Unrealized
VTRS Viatris Inc. 0.0%
Value ($000) $65 Shares 7,455 Est. Cost $9.05 Unrealized +10.7%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $59 Shares 406 Est. Cost $106.44 Unrealized +36.4%
WAT Waters Corp 0.0%
Value ($000) $59 Shares 160 Est. Cost $316.35 Unrealized +22.4%
TSM Taiwan Semiconductor ADR 0.0%
Value ($000) $59 Shares 354 Est. Cost $74.49 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $59 Shares 425 Est. Cost $71.56 Unrealized +75.9%
Reinsurance GRP of Amer VRN Pfd 0.0%
Value ($000) $58 Shares 2,366 Est. Cost $23.12 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $57 Shares 634 Est. Cost $82.48 Unrealized
GWW W.W. Grainger Inc 0.0%
Value ($000) $55 Shares 56 Est. Cost $548.52 Unrealized +87.0%
AON Aon Plc - Class A 0.0%
Value ($000) $55 Shares 138 Est. Cost $285.70 Unrealized +33.6%
BAESY BAE Systems PLC ADR 0.0%
Value ($000) $54 Shares 670 Est. Cost $41.19 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $53 Shares 254 Est. Cost $126.33 Unrealized +49.3%
PM Philip Morris Intl Inc 0.0%
Value ($000) $51 Shares 322 Est. Cost $83.91 Unrealized +63.3%
AEP American Electric Power 0.0%
Value ($000) $50 Shares 460 Est. Cost $80.91 Unrealized +21.7%
MSI Motorola Solutions Inc 0.0%
Value ($000) $50 Shares 114 Est. Cost $241.04 Unrealized +83.2%
NUE Nucor Corp 0.0%
Value ($000) $50 Shares 414 Est. Cost $129.61 Unrealized -2.2%
TEL TE Connectivity PLC 0.0%
Value ($000) $49 Shares 350 Est. Cost $146.90 Unrealized -0.3%
COR Cencora Inc. 0.0%
Value ($000) $49 Shares 177 Est. Cost $153.47 Unrealized +62.6%
ALIZY Allianz SE Unsp ADR 0.0%
Value ($000) $48 Shares 1,260 Est. Cost $21.44 Unrealized
LVMUY LVMH Moet Hennessy-Unsp ADR 0.0%
Value ($000) $45 Shares 361 Est. Cost $145.12 Unrealized
NI NiSource Inc 0.0%
Value ($000) $43 Shares 1,076 Est. Cost $23.70 Unrealized +58.9%
MITSY Mitsui & Co Ltd ADR 0.0%
Value ($000) $43 Shares 115 Est. Cost $516.01 Unrealized
EQR Equity Residential 0.0%
Value ($000) $43 Shares 600 Est. Cost $54.69 Unrealized +23.9%
Unilever PLC-Sponsored ADR 0.0%
Value ($000) $43 Shares 718 Est. Cost $45.82 Unrealized
DBSDY DBS Group Hldgs Ltd ADR 0.0%
Value ($000) $42 Shares 304 Est. Cost $101.54 Unrealized
CNP Centerpoint Energy 0.0%
Value ($000) $41 Shares 1,132 Est. Cost $26.78 Unrealized +22.6%
SCCO Southern Copper Corp 0.0%
Value ($000) $39 Shares 419 Est. Cost $47.00 Unrealized +88.1%
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $39 Shares 755 Est. Cost $30.46 Unrealized
VGT Vanguard Info Tech ETF 0.0%
Value ($000) $39 Shares 71 Est. Cost $319.42 Unrealized
AXAHY AXA Spons ADR 0.0%
Value ($000) $38 Shares 897 Est. Cost $27.81 Unrealized
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $38 Shares 2,777 Est. Cost $6.67 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $38 Shares 160 Est. Cost $190.19 Unrealized +23.9%
ED Consolidated Edison Inc 0.0%
Value ($000) $37 Shares 339 Est. Cost $81.67 Unrealized +16.6%
FIS Fidelity National Info Serv 0.0%
Value ($000) $37 Shares 500 Est. Cost $65.44 Unrealized +12.5%
PEG Public Serv Enterprise Grp 0.0%
Value ($000) $37 Shares 448 Est. Cost $52.12 Unrealized +55.4%
VEU Vanguard FTSE All-World Fd 0.0%
Value ($000) $37 Shares 607 Est. Cost $50.14 Unrealized
ETSY Etsy Inc. 0.0%
Value ($000) $35 Shares 750 Est. Cost $53.32 Unrealized -4.0%
WELL Welltower Inc 0.0%
Value ($000) $35 Shares 228 Est. Cost $59.61 Unrealized +135.4%
EMB iShares JP Morgan EMB 0.0%
Value ($000) $35 Shares 385 Est. Cost $89.34 Unrealized
SUB iShares Short-term Ntl Muni Bond ETF 0.0%
Value ($000) $35 Shares 329 Est. Cost $104.27 Unrealized
STIP iShares 0-5yr TIPS Bond ETF 0.0%
Value ($000) $34 Shares 329 Est. Cost $96.96 Unrealized
CEG Constellation Energy 0.0%
Value ($000) $34 Shares 167 Est. Cost $87.71 Unrealized +204.0%
FISV Fiserv Inc 0.0%
Value ($000) $33 Shares 149 Est. Cost $99.59 Unrealized +119.8%
SIEGY Siemens AG-Spons ADR 0.0%
Value ($000) $33 Shares 286 Est. Cost $69.18 Unrealized
PINS Pinterest Inc. 0.0%
Value ($000) $33 Shares 1,050 Est. Cost $27.45 Unrealized +23.4%
IHG Intercontinental Hotels ADR 0.0%
Value ($000) $33 Shares 297 Est. Cost $58.34 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $32 Shares 538 Est. Cost $72.93 Unrealized -20.5%
VWO Vanguard MSCI Emerging Mkt 0.0%
Value ($000) $32 Shares 700 Est. Cost $38.98 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $31 Shares 212 Est. Cost $94.86 Unrealized +45.1%
D Dominion Resources Inc 0.0%
Value ($000) $31 Shares 557 Est. Cost $53.65 Unrealized -1.7%
VLO Valero Energy Corp 0.0%
Value ($000) $31 Shares 233 Est. Cost $114.07 Unrealized +13.4%
AMJB Alerian MLP ETN 2044 0.0%
Value ($000) $31 Shares 943 Est. Cost $28.94 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $31 Shares 850 Est. Cost $32.63 Unrealized +3.4%
COF Capital One Financial Corp 0.0%
Value ($000) $30 Shares 169 Est. Cost $93.09 Unrealized +100.6%
TM Toyota Motor Corp ADR 0.0%
Value ($000) $30 Shares 170 Est. Cost $136.58 Unrealized
Discover Financial Services 0.0%
Value ($000) $30 Shares 173 Est. Cost $97.83 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $29 Shares 435 Est. Cost $85.94 Unrealized -32.5%
HSBC HSBC Holdings Plc Spon ADR 0.0%
Value ($000) $29 Shares 512 Est. Cost $31.16 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $29 Shares 365 Est. Cost $57.70 Unrealized +41.4%
Gabelli Equity Trust 0.0%
Value ($000) $29 Shares 5,280 Est. Cost $5.20 Unrealized
PAA Plains All American Pipe 0.0%
Value ($000) $28 Shares 1,423 Est. Cost $11.76 Unrealized
CMBS iShares CMBS ETF 0.0%
Value ($000) $28 Shares 580 Est. Cost $48.00 Unrealized
IBDRY Iberdrola SA-Sponsored ADR 0.0%
Value ($000) $28 Shares 430 Est. Cost $46.66 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $28 Shares 62 Est. Cost $426.55 Unrealized +5.1%
NTTYY Nippon Teleg & Tel Sp ADR 0.0%
Value ($000) $28 Shares 1,140 Est. Cost $28.51 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $27 Shares 690 Est. Cost $29.92 Unrealized +36.0%
NVS Novartis AG ADR 0.0%
Value ($000) $26 Shares 237 Est. Cost $90.72 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $26 Shares 1,385 Est. Cost $12.67 Unrealized
VCR Vanguard Cons Discretionary 0.0%
Value ($000) $26 Shares 79 Est. Cost $219.03 Unrealized
SPG Simon Property Group LP 0.0%
Value ($000) $25 Shares 153 Est. Cost $93.48 Unrealized +78.5%
ENB Enbridge Inc 0.0%
Value ($000) $25 Shares 564 Est. Cost $31.84 Unrealized +30.0%
WEC WEC Energy Group Inc 0.0%
Value ($000) $25 Shares 228 Est. Cost $82.72 Unrealized +20.0%
BTI British American TOB-SP ADR 0.0%
Value ($000) $25 Shares 600 Est. Cost $30.50 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $25 Shares 104 Est. Cost $220.43 Unrealized +8.6%
IX Orix Corp Spon ADR 0.0%
Value ($000) $24 Shares 1,170 Est. Cost $32.82 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $24 Shares 56 Est. Cost $484.45 Unrealized -18.6%
BDX Becton Dickinson & Co 0.0%
Value ($000) $24 Shares 106 Est. Cost $223.22 Unrealized +1.9%
NSRGY Nestle Spon ADR 0.0%
Value ($000) $24 Shares 233 Est. Cost $115.80 Unrealized
KMTUY Komatsu Ltd Spons ADR 0.0%
Value ($000) $22 Shares 761 Est. Cost $21.80 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $22 Shares 425 Est. Cost $50.84 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $21 Shares 387 Est. Cost $48.43 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $21 Shares 253 Est. Cost $76.60 Unrealized +4.7%
Total SA-Spon ADR 0.0%
Value ($000) $21 Shares 329 Est. Cost $62.08 Unrealized
RHI Robert Half Inc. 0.0%
Value ($000) $21 Shares 390 Est. Cost $76.28 Unrealized -20.1%
GBTC Grayscale Bitcoin Trust 0.0%
Value ($000) $21 Shares 326 Est. Cost $67.96 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $20 Shares 242 Est. Cost $66.68 Unrealized +20.9%
KEYS Keysight Technologies Inc W/I 0.0%
Value ($000) $20 Shares 132 Est. Cost $68.31 Unrealized +141.7%
RIO Rio Tinto PLC-SPON ADR 0.0%
Value ($000) $19 Shares 324 Est. Cost $71.20 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $19 Shares 324 Est. Cost $64.60 Unrealized -9.9%
GPC Genuine Parts Co 0.0%
Value ($000) $19 Shares 163 Est. Cost $159.11 Unrealized -26.6%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $19 Shares 73 Est. Cost $248.05 Unrealized
SOLV Solventum Corp 0.0%
Value ($000) $19 Shares 253 Est. Cost $60.70 Unrealized +22.7%
American Financial Group 5.875 Pfd 0.0%
Value ($000) $19 Shares 876 Est. Cost $22.59 Unrealized
Interpublic Group of COS 0.0%
Value ($000) $18 Shares 665 Est. Cost $27.45 Unrealized -3.4%
F Ford Motor Company 0.0%
Value ($000) $18 Shares 1,800 Est. Cost $10.07 Unrealized -8.2%
LHX L3Harris Technologies Inc. 0.0%
Value ($000) $18 Shares 86 Est. Cost $211.01 Unrealized -2.4%
IP International Paper Co 0.0%
Value ($000) $18 Shares 330 Est. Cost $29.99 Unrealized +75.9%
BHP BHP Limited Spons ADR 0.0%
Value ($000) $17 Shares 360 Est. Cost $62.05 Unrealized
INFY Infosys Ltd-SP ADR 0.0%
Value ($000) $17 Shares 928 Est. Cost $18.01 Unrealized
DIS Disney (Walt) Co/The 0.0%
Value ($000) $17 Shares 170 Est. Cost $128.66 Unrealized -17.4%
BK Bank of New York Mellon 0.0%
Value ($000) $17 Shares 200 Est. Cost $39.25 Unrealized +110.3%
BNPQY BNP Paribas ADR 0.0%
Value ($000) $16 Shares 391 Est. Cost $28.42 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $16 Shares 66 Est. Cost $155.01 Unrealized +63.6%
UPS United Parcel Services B 0.0%
Value ($000) $16 Shares 145 Est. Cost $94.20 Unrealized +19.6%
CCL Carnival Corp 0.0%
Value ($000) $16 Shares 805 Est. Cost $17.46 Unrealized +36.2%
PAGP Plains GP Holdings LP-CL A 0.0%
Value ($000) $15 Shares 700 Est. Cost $18.25 Unrealized
DEO Diageo PLC-Sponsored ADR 0.0%
Value ($000) $15 Shares 141 Est. Cost $178.19 Unrealized
FE FirstEnergy 0.0%
Value ($000) $14 Shares 357 Est. Cost $34.36 Unrealized +12.0%
WU Western Union Co 0.0%
Value ($000) $14 Shares 1,357 Est. Cost $13.77 Unrealized
DE Deere & Company 0.0%
Value ($000) $14 Shares 30 Est. Cost $388.70 Unrealized +18.7%
LAZ Lazard Inc. 0.0%
Value ($000) $14 Shares 317 Est. Cost $38.95 Unrealized +27.7%
Kimco Realty Corp 5.25 Pfd 0.0%
Value ($000) $14 Shares 655 Est. Cost $20.16 Unrealized
ERIC Ericsson LM TEL-SP ADR 0.0%
Value ($000) $14 Shares 1,767 Est. Cost $5.84 Unrealized
IMCB iShares Morningstar Mid Co 0.0%
Value ($000) $14 Shares 184 Est. Cost $58.67 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $14 Shares 55 Est. Cost $182.64 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $13 Shares 30 Est. Cost $388.17 Unrealized +11.9%
VDC Vanguard Consumer Staples 0.0%
Value ($000) $12 Shares 57 Est. Cost $191.57 Unrealized
BBWI Bath & Body Works Inc. 0.0%
Value ($000) $12 Shares 409 Est. Cost $34.20 Unrealized -0.4%
BASFY BASF SE ADR 0.0%
Value ($000) $12 Shares 970 Est. Cost $12.38 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $12 Shares 159 Est. Cost $25.00 Unrealized +27.6%
CAJPY Canon Inc SP ADR 0.0%
Value ($000) $12 Shares 382 Est. Cost $21.68 Unrealized
CAG Conagra Inc 0.0%
Value ($000) $11 Shares 431 Est. Cost $30.96 Unrealized -21.2%
EIX Edison International 0.0%
Value ($000) $11 Shares 195 Est. Cost $53.19 Unrealized +3.1%
MAT Mattel Inc 0.0%
Value ($000) $11 Shares 584 Est. Cost $18.13 Unrealized +9.4%
Goldman Sachs Gp 4 Pfd 0.0%
Value ($000) $11 Shares 500 Est. Cost $18.52 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $10 Shares 87 Est. Cost $82.73 Unrealized
LYB Lyondellbasell Indu Cl A 0.0%
Value ($000) $10 Shares 144 Est. Cost $66.35 Unrealized +3.7%
CTVA Corteva Inc. 0.0%
Value ($000) $10 Shares 159 Est. Cost $61.14 Unrealized +0.2%
AA Alcoa Inc 0.0%
Value ($000) $10 Shares 328 Est. Cost $41.94 Unrealized -17.5%
GSK GlaxoSmithKline PLC 0.0%
Value ($000) $9 Shares 245 Est. Cost $35.64 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $9 Shares 95 Est. Cost $78.90 Unrealized +31.1%
SHYG iShares 0-5 Year HY Corp Bond ETF 0.0%
Value ($000) $9 Shares 215 Est. Cost $42.52 Unrealized
IEX Idex Corp 0.0%
Value ($000) $9 Shares 50 Est. Cost $214.74 Unrealized -8.4%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $9 Shares 560 Est. Cost $13.48 Unrealized +44.0%
SUN Sunoco LP 0.0%
Value ($000) $8 Shares 146 Est. Cost $56.54 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $8 Shares 97 Est. Cost $53.81 Unrealized +77.9%
Calamos Strategic Total Re 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.37 Unrealized
MET Metlife Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.02 Unrealized +22.9%
IDU iShares DJ US Util Sector 0.0%
Value ($000) $8 Shares 79 Est. Cost $86.54 Unrealized
E Eni Spa-Sponsored ADR 0.0%
Value ($000) $8 Shares 258 Est. Cost $28.66 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $8 Shares 42 Est. Cost $170.21 Unrealized
ORI Old Republic Intl Corp 0.0%
Value ($000) $8 Shares 200 Est. Cost $24.46 Unrealized +37.8%
LW Lamb Weston Holding Inc. 0.0%
Value ($000) $8 Shares 143 Est. Cost $80.41 Unrealized -31.1%
FBIN Fortune Brands Innovations Inc. 0.0%
Value ($000) $7 Shares 123 Est. Cost $49.85 Unrealized +31.8%
HYS PIMCO 0-5 Year HY ETF 0.0%
Value ($000) $7 Shares 79 Est. Cost $93.66 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $7 Shares 75 Est. Cost $84.56 Unrealized +17.5%
PIMCO Corporate Opportunity 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.31 Unrealized
EPSN Epsilon Energy LTD 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $4.57 Unrealized +37.7%
WPP WPP PLC-Spon ADR 0.0%
Value ($000) $7 Shares 185 Est. Cost $49.16 Unrealized
HMC Honda Motor Co Ltd ADR 0.0%
Value ($000) $7 Shares 250 Est. Cost $22.86 Unrealized
GEHC GE Healthcare Technology 0.0%
Value ($000) $7 Shares 84 Est. Cost $71.08 Unrealized +20.7%
WBD Warner Bros Discovery Inc. 0.0%
Value ($000) $6 Shares 597 Est. Cost $11.29 Unrealized -7.4%
PCY Invesco Emerging Markets Sovereign Debt 0.0%
Value ($000) $6 Shares 297 Est. Cost $20.37 Unrealized
O Realty Income Corp 0.0%
Value ($000) $6 Shares 103 Est. Cost $49.55 Unrealized +6.1%
ACN Accenture PLC Cl-A 0.0%
Value ($000) $6 Shares 19 Est. Cost $264.08 Unrealized +32.3%
FTV Fortive Corp 0.0%
Value ($000) $6 Shares 80 Est. Cost $47.79 Unrealized +22.4%
LEG Leggett & Platt Inc 0.0%
Value ($000) $6 Shares 726 Est. Cost $33.67 Unrealized -71.8%
GLW Corning Inc 0.0%
Value ($000) $6 Shares 125 Est. Cost $29.73 Unrealized +63.3%
Adams Express Co 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.52 Unrealized
DOW Dow Inc 0.0%
Value ($000) $6 Shares 159 Est. Cost $40.52 Unrealized -11.2%
FCX Freeport-McMoran Copper-B 0.0%
Value ($000) $5 Shares 144 Est. Cost $33.48 Unrealized +12.9%
USAC USA Compression Partners LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.73 Unrealized
WEX WEX INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $155.68 Unrealized +5.8%
ROK Rockwell Automation Inc 0.0%
Value ($000) $5 Shares 20 Est. Cost $237.86 Unrealized +15.4%
PNR Pentair PLC 0.0%
Value ($000) $5 Shares 56 Est. Cost $41.86 Unrealized +125.8%
REZI Resideo Technologies Inc. 0.0%
Value ($000) $5 Shares 276 Est. Cost $18.13 Unrealized +13.2%
CHTR Charter Communications Inc 0.0%
Value ($000) $5 Shares 13 Est. Cost $351.41 Unrealized +1.8%
ADP Automatic Data Processing 0.0%
Value ($000) $5 Shares 15 Est. Cost $228.99 Unrealized +29.0%
VOD Vodafone Group PLC 0.0%
Value ($000) $4 Shares 475 Est. Cost $10.12 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $4 Shares 25 Est. Cost $102.74 Unrealized +75.5%
QYLD Global X Funds ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.63 Unrealized
FLR Fluor Corp (New) 0.0%
Value ($000) $4 Shares 116 Est. Cost $31.93 Unrealized +35.2%
IYZ iShares DJ US Telecommunic 0.0%
Value ($000) $4 Shares 150 Est. Cost $22.43 Unrealized
Enbridge Inc VRN Pfd 0.0%
Value ($000) $4 Shares 177 Est. Cost $20.70 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $4 Shares 267 Est. Cost $14.76 Unrealized +11.3%
VDE Vanguard Energy ETF 0.0%
Value ($000) $4 Shares 31 Est. Cost $121.28 Unrealized
Ares Dynamic Credit Allocation 0.0%
Value ($000) $4 Shares 275 Est. Cost $14.89 Unrealized
Huntington Bank VRN Pfd 0.0%
Value ($000) $4 Shares 150 Est. Cost $24.81 Unrealized
Gabelli Utility Trust 0.0%
Value ($000) $4 Shares 720 Est. Cost $7.51 Unrealized
ALC Alcon Inc. 0.0%
Value ($000) $4 Shares 40 Est. Cost $63.16 Unrealized +41.5%
ARCC Ares Capital Corp 0.0%
Value ($000) $4 Shares 170 Est. Cost $13.85 Unrealized +50.5%
Alliancebernstein Gbl Hgh 0.0%
Value ($000) $4 Shares 350 Est. Cost $10.48 Unrealized
KD Kyndryl Holdings 0.0%
Value ($000) $4 Shares 117 Est. Cost $10.06 Unrealized +272.5%
FUN Six Flags Entertainment Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $45.74 Unrealized -7.0%
HOG Harley-Davidson Inc 0.0%
Value ($000) $3 Shares 132 Est. Cost $42.57 Unrealized -37.1%
DFIN Donnelley Financial Solutions 0.0%
Value ($000) $3 Shares 76 Est. Cost $37.49 Unrealized +47.7%
Liberty All Star Equity Fd 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.15 Unrealized
Fifth Third Bancorp 4.95 Pfd 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.71 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.96 Unrealized
Reaves Utility Income 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.32 Unrealized
BlackRock Science & Tech 0.0%
Value ($000) $3 Shares 96 Est. Cost $37.66 Unrealized
AT&T Inc. 4.75 Pfd 0.0%
Value ($000) $3 Shares 165 Est. Cost $17.63 Unrealized
Unum Group 6.25 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.15 Unrealized
JPMorgan Chase & Co. 6 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.68 Unrealized
Duke Energy Corp 5.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.63 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $3 Shares 27 Est. Cost $62.49 Unrealized +66.5%
AGG iShares Barclays Agg Bond 0.0%
Value ($000) $3 Shares 30 Est. Cost $110.14 Unrealized
CMS CMS Energy Corp 0.0%
Value ($000) $3 Shares 39 Est. Cost $53.55 Unrealized +27.1%
Ford Motor Co 6.5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.75 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $186.71 Unrealized +1.5%
CUK Carnival PLC ADR 0.0%
Value ($000) $3 Shares 161 Est. Cost $7.19 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $3 Shares 271 Est. Cost $8.00 Unrealized
Georgia Power Co 5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.61 Unrealized
BXP BXP Inc. 0.0%
Value ($000) $3 Shares 41 Est. Cost $58.78 Unrealized +13.7%
DVA Davita Inc 0.0%
Value ($000) $3 Shares 18 Est. Cost $77.66 Unrealized +102.3%
Brookfield Oaktree Hldgs 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
CDP Corporate Office Property 0.0%
Value ($000) $3 Shares 95 Est. Cost $25.94 Unrealized
JPMorgan Chase & Co 4.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.41 Unrealized
Truist Financial Corp 4.75 Pfd 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.09 Unrealized
Wells Fargo & Co 5.625 Pfd 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.68 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.28 Unrealized +19.7%
DOV Dover Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $127.77 Unrealized +49.0%
CLF Cleveland - Cliffs Inc 0.0%
Value ($000) $2 Shares 254 Est. Cost $15.06 Unrealized -32.5%
WAB Wabtec Corp 0.0%
Value ($000) $2 Shares 11 Est. Cost $93.96 Unrealized +103.2%
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $86.71 Unrealized +25.7%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $87.06 Unrealized +3.1%
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $2 Shares 279 Est. Cost $11.84 Unrealized -35.7%
SDZNY Sandoz Group AG ADR 0.0%
Value ($000) $2 Shares 40 Est. Cost $32.15 Unrealized
WDS Woodside Energy Group LTD 0.0%
Value ($000) $2 Shares 111 Est. Cost $24.21 Unrealized
CTSH Cognizant Technology Cl A 0.0%
Value ($000) $2 Shares 21 Est. Cost $55.69 Unrealized +44.1%
MBC Masterbrand Inc. 0.0%
Value ($000) $2 Shares 123 Est. Cost $8.19 Unrealized +85.6%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $2 Shares 78 Est. Cost $17.60 Unrealized +8.3%
Gabelli Healthcare & Wellness Tr 0.0%
Value ($000) $2 Shares 152 Est. Cost $9.58 Unrealized
VNO Vornado Realty Trust 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.80 Unrealized
OGN Organon & Company 0.0%
Value ($000) $1 Shares 98 Est. Cost $21.97 Unrealized -31.2%
NTR Nutrien LTD 0.0%
Value ($000) $1 Shares 29 Est. Cost $71.13 Unrealized -29.5%
SJM JM Smucker Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $133.49 Unrealized -21.8%
ACLLY Accelleron Industries AG 0.0%
Value ($000) $1 Shares 30 Est. Cost $20.69 Unrealized
NGL NGL Energy Partners LP 0.0%
Value ($000) $1 Shares 300 Est. Cost $5.06 Unrealized
NTAP NetApp Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.60 Unrealized +75.8%
BTC Grayscale Bitcn Mini Tru ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $41.86 Unrealized
MDXG Mimedx Group Inc 0.0%
Value ($000) $1 Shares 170 Est. Cost $9.10 Unrealized -8.2%
SONY Sony Corp Spons ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $32.19 Unrealized
IFF Intl Flavors & Fragrances 0.0%
Value ($000) $1 Shares 15 Est. Cost $89.88 Unrealized -10.3%
ASIX Advansix Inc 0.0%
Value ($000) $1 Shares 49 Est. Cost $34.73 Unrealized -22.3%
NVT Nvent Electric PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $35.48 Unrealized +76.3%
SW Smurfit Westrock PLC 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.84 Unrealized +13.0%
VSCO Victoria's Secret 0.0%
Value ($000) $1 Shares 55 Est. Cost $39.74 Unrealized -26.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 116 Est. Cost $7.03 Unrealized +31.9%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.87 Unrealized +17.3%
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.94 Unrealized +12.7%
VNT Vontier Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $18.74 Unrealized +94.3%
FRO Frontline PLC 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.03 Unrealized +34.6%
SAIC Science Applications Int 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.40 Unrealized +2.5%
CC Chemours Co 0.0%
Value ($000) $0 Shares 29 Est. Cost $26.65 Unrealized -39.7%
UE Urban Edge Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.10 Unrealized
AIG American Intl Group 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.21 Unrealized +40.5%
FCPT Four Corners Property Trust 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.92 Unrealized
TRIP Tripadvisor Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $20.87 Unrealized -25.0%
JBGS JBG Smith Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $19.00 Unrealized
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.50 Unrealized -37.2%
GRAL Grail Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.22 Unrealized +90.5%
ADNT Adient PLC 0.0%
Value ($000) $0 Shares 18 Est. Cost $34.97 Unrealized -54.0%
AVNS Avanos Medical Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.45 Unrealized -36.1%
RMR RMR Group Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.62 Unrealized -21.1%
OXY/WS Occidental Petroleum Corp Warrants 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.33 Unrealized
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.07 Unrealized -43.5%
ONL Orion PPTYS Inc Reit 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.75 Unrealized
OPITQ Office Properties Income Trust 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.36 Unrealized