BOYD WATTERSON ASSET MANAGEMENT LLC/OH Diversified Active

CIK: 0001121477 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 1, 2025

Total Value ($000): $317,746 (100.0% shares, 0.0% debt)

Holdings (425)

MSFT Microsoft Corp 8.1%
Value ($000) $25,611 Shares 51,488 Est. Cost $68.69 Unrealized +529.5%
SPY SPDR S & P 500 ETF Trust 7.5%
Value ($000) $23,908 Shares 38,695 Est. Cost $235.07 Unrealized
AVGO Broadcom Inc 4.6%
Value ($000) $14,773 Shares 53,593 Est. Cost $141.59 Unrealized +52.5%
GOOGL Alphabet Inc-CL A 3.5%
Value ($000) $11,147 Shares 63,252 Est. Cost $111.59 Unrealized +46.3%
JPM J P Morgan Chase 3.5%
Value ($000) $11,010 Shares 37,977 Est. Cost $73.36 Unrealized +244.4%
ETN Eaton Corp PLC 3.0%
Value ($000) $9,523 Shares 26,675 Est. Cost $101.29 Unrealized +202.8%
AXP American Express Co 2.8%
Value ($000) $8,892 Shares 27,877 Est. Cost $89.09 Unrealized +213.6%
LLY Lilly (Eli) & Co 2.6%
Value ($000) $8,359 Shares 10,723 Est. Cost $221.91 Unrealized +248.5%
MDY SPDR S & P Midcap 400 ETF 2.5%
Value ($000) $7,894 Shares 13,936 Est. Cost $307.86 Unrealized
HON Honeywell International 2.3%
Value ($000) $7,442 Shares 31,956 Est. Cost $127.51 Unrealized +56.6%
AMZN Amazon.com Inc 2.2%
Value ($000) $6,995 Shares 31,886 Est. Cost $140.17 Unrealized +41.2%
AAPL Apple Inc 2.2%
Value ($000) $6,848 Shares 33,375 Est. Cost $89.34 Unrealized +125.4%
MBB iShares MBS Bond ETF 1.7%
Value ($000) $5,357 Shares 57,057 Est. Cost $98.08 Unrealized
V Visa Inc Cl-A Shares 1.6%
Value ($000) $5,241 Shares 14,762 Est. Cost $158.43 Unrealized +119.0%
XOM Exxon Mobil Corp 1.6%
Value ($000) $5,078 Shares 47,105 Est. Cost $56.65 Unrealized +84.5%
VOO Vanguard S&P 500 ETF 1.4%
Value ($000) $4,593 Shares 8,085 Est. Cost $205.28 Unrealized
CRWD CrowdStrike Holdings Inc 1.4%
Value ($000) $4,532 Shares 8,899 Est. Cost $133.93 Unrealized +223.7%
ABBV Abbvie Inc 1.4%
Value ($000) $4,485 Shares 24,162 Est. Cost $61.75 Unrealized +195.8%
NVDA NVIDIA Corp 1.4%
Value ($000) $4,294 Shares 27,180 Est. Cost $93.02 Unrealized +35.3%
CAT Caterpillar Inc 1.3%
Value ($000) $4,178 Shares 10,762 Est. Cost $109.27 Unrealized +202.8%
PG Procter & Gamble Co 1.2%
Value ($000) $3,904 Shares 24,506 Est. Cost $99.26 Unrealized +62.0%
PH Parker Hannifin Corp 1.2%
Value ($000) $3,860 Shares 5,527 Est. Cost $271.28 Unrealized +131.6%
IOO iShares S&P Global 100 Fd 1.2%
Value ($000) $3,741 Shares 34,698 Est. Cost $59.84 Unrealized
EEM iShares MSCI Emrg Mkt Indx 1.1%
Value ($000) $3,504 Shares 72,639 Est. Cost $42.23 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $3,253 Shares 21,293 Est. Cost $120.48 Unrealized +25.2%
C Citigroup Inc 1.0%
Value ($000) $3,225 Shares 37,884 Est. Cost $60.07 Unrealized +18.5%
SHOP Shopify Inc - Class A 1.0%
Value ($000) $3,068 Shares 26,595 Est. Cost $36.99 Unrealized +170.4%
GOOG Alphabet Inc-CL C 0.9%
Value ($000) $2,984 Shares 16,820 Est. Cost $110.08 Unrealized +49.7%
LIN Linde PLC 0.9%
Value ($000) $2,961 Shares 6,310 Est. Cost $322.30 Unrealized +40.3%
GS Goldman Sachs Group Inc 0.9%
Value ($000) $2,809 Shares 3,969 Est. Cost $302.23 Unrealized +89.2%
ABT Abbott Laboratories 0.8%
Value ($000) $2,662 Shares 19,573 Est. Cost $40.23 Unrealized +224.6%
CVX Chevron Corp 0.8%
Value ($000) $2,626 Shares 18,342 Est. Cost $79.80 Unrealized +71.7%
IJR iShares S&P SmallCap 600 0.8%
Value ($000) $2,607 Shares 23,850 Est. Cost $93.90 Unrealized
QCOM Qualcomm Inc 0.8%
Value ($000) $2,565 Shares 16,105 Est. Cost $110.02 Unrealized +31.8%
MRK Merck & Company 0.8%
Value ($000) $2,438 Shares 30,799 Est. Cost $78.12 Unrealized -0.9%
PAYC Paycom Software Inc 0.8%
Value ($000) $2,428 Shares 10,492 Est. Cost $171.46 Unrealized +37.6%
EMR Emerson Electric Co 0.8%
Value ($000) $2,394 Shares 17,953 Est. Cost $70.14 Unrealized +61.9%
SCHD Schwab US Dividend Equity ETF 0.8%
Value ($000) $2,385 Shares 89,993 Est. Cost $37.74 Unrealized
PEP PepsiCo Inc 0.7%
Value ($000) $2,342 Shares 17,733 Est. Cost $120.80 Unrealized +8.5%
EFA iShares MSCI EAFE Index Fd 0.7%
Value ($000) $2,243 Shares 25,097 Est. Cost $58.58 Unrealized
BKNG Booking Holdings Inc. 0.7%
Value ($000) $2,154 Shares 372 Est. Cost $2002.53 Unrealized +154.4%
ORLY O'Reilly Automotive Inc 0.7%
Value ($000) $2,152 Shares 23,880 Est. Cost $86.81 Unrealized +5.0%
BMY Bristol-Myers Squibb Co 0.6%
Value ($000) $1,984 Shares 42,865 Est. Cost $48.83 Unrealized -3.3%
CRM Salesforce Inc. 0.6%
Value ($000) $1,954 Shares 7,166 Est. Cost $184.54 Unrealized +44.2%
EXPE Expedia Group Inc 0.6%
Value ($000) $1,885 Shares 11,176 Est. Cost $128.84 Unrealized +25.3%
HD Home Depot Inc 0.6%
Value ($000) $1,853 Shares 5,054 Est. Cost $189.97 Unrealized +87.3%
CMG Chipotle Mexican Grill Inc 0.5%
Value ($000) $1,723 Shares 30,690 Est. Cost $56.49 Unrealized -9.9%
TMO Thermo Fisher Corp 0.5%
Value ($000) $1,713 Shares 4,226 Est. Cost $337.79 Unrealized +23.5%
KO Coca-Cola Co 0.5%
Value ($000) $1,711 Shares 24,180 Est. Cost $34.33 Unrealized +103.3%
TT Trane Technologies PLC 0.5%
Value ($000) $1,690 Shares 3,864 Est. Cost $94.44 Unrealized +316.1%
COIN Coinbase Global, Inc. 0.5%
Value ($000) $1,581 Shares 4,512 Est. Cost $242.13 Unrealized -3.4%
MRSH Marsh & McLennan Cos Inc 0.5%
Value ($000) $1,453 Shares 6,645 Est. Cost $131.41 Unrealized +69.8%
IBM IBM Corp 0.4%
Value ($000) $1,407 Shares 4,775 Est. Cost $181.62 Unrealized +39.8%
AMD Advanced Micro Devices 0.4%
Value ($000) $1,376 Shares 9,696 Est. Cost $119.61 Unrealized -9.0%
PSX Phillips 66 0.4%
Value ($000) $1,349 Shares 11,307 Est. Cost $60.83 Unrealized +80.0%
PYPL PayPal Holdings Inc 0.4%
Value ($000) $1,331 Shares 17,906 Est. Cost $75.64 Unrealized -9.7%
CI Cigna Corp 0.4%
Value ($000) $1,323 Shares 4,003 Est. Cost $161.03 Unrealized +97.4%
MDLZ Mondelez International Inc 0.4%
Value ($000) $1,318 Shares 19,548 Est. Cost $56.87 Unrealized +14.5%
TGT Target Corp 0.4%
Value ($000) $1,289 Shares 13,064 Est. Cost $88.24 Unrealized +5.7%
TXN Texas Instruments Inc 0.4%
Value ($000) $1,229 Shares 5,918 Est. Cost $152.54 Unrealized +14.2%
NEE Nextera Energy Inc 0.4%
Value ($000) $1,170 Shares 16,848 Est. Cost $63.31 Unrealized +7.6%
ZBRA Zebra Technologies Corp Cl 0.4%
Value ($000) $1,136 Shares 3,685 Est. Cost $253.19 Unrealized +7.2%
SCHW Charles Schwab Corp 0.4%
Value ($000) $1,132 Shares 12,409 Est. Cost $68.71 Unrealized +21.0%
WMT Wal Mart Inc. 0.4%
Value ($000) $1,122 Shares 11,471 Est. Cost $73.58 Unrealized +28.8%
BRK/B Berkshire Hathaway Cl B 0.3%
Value ($000) $1,032 Shares 2,125 Est. Cost $452.04 Unrealized +12.3%
TRV Travelers Companies Inc 0.3%
Value ($000) $947 Shares 3,538 Est. Cost $102.46 Unrealized +154.4%
META Meta Platforms Inc. 0.3%
Value ($000) $925 Shares 1,253 Est. Cost $209.65 Unrealized +194.1%
JAAA Janus AAA CLO 0.3%
Value ($000) $914 Shares 18,000 Est. Cost $50.32 Unrealized
SPTI SPDR Interm TSY ETF 0.3%
Value ($000) $887 Shares 30,826 Est. Cost $30.98 Unrealized
US Bank 4.00 Pfd 0.3%
Value ($000) $882 Shares 55,099 Est. Cost $24.87 Unrealized
BA Boeing Co 0.3%
Value ($000) $871 Shares 4,155 Est. Cost $164.73 Unrealized +14.7%
CMI Cummins Inc 0.3%
Value ($000) $822 Shares 2,509 Est. Cost $194.71 Unrealized +57.0%
IJH iShares S&P Midcap 400 0.3%
Value ($000) $798 Shares 12,862 Est. Cost $83.12 Unrealized
VUG Vanguard Growth ETF 0.2%
Value ($000) $776 Shares 1,769 Est. Cost $112.04 Unrealized
APD Air Products & Chemicals 0.2%
Value ($000) $769 Shares 2,727 Est. Cost $251.92 Unrealized +6.4%
PFF iShares Preferred & Income Sec ETF 0.2%
Value ($000) $766 Shares 24,961 Est. Cost $33.56 Unrealized
GEV GE Vernova LLC 0.2%
Value ($000) $757 Shares 1,431 Est. Cost $235.41 Unrealized +76.7%
RTX RTX Corp 0.2%
Value ($000) $731 Shares 5,007 Est. Cost $57.21 Unrealized +130.3%
CSCO Cisco Systems Inc 0.2%
Value ($000) $725 Shares 10,445 Est. Cost $34.98 Unrealized +72.6%
DNP Select Income Fund Inc 0.2%
Value ($000) $721 Shares 73,662 Est. Cost $1.36 Unrealized
SYF Synchrony Financial 0.2%
Value ($000) $705 Shares 10,568 Est. Cost $24.81 Unrealized +123.0%
Charles Schwab 4.45 Pfd 0.2%
Value ($000) $695 Shares 36,750 Est. Cost $22.04 Unrealized
CARR Carrier Global 0.2%
Value ($000) $662 Shares 9,041 Est. Cost $37.72 Unrealized +78.5%
MAS Masco Corp 0.2%
Value ($000) $654 Shares 10,167 Est. Cost $62.21 Unrealized 0.0%
IGIB IShares 5-10 Year Investment Grade Corp 0.2%
Value ($000) $637 Shares 11,949 Est. Cost $51.59 Unrealized
TJX TJX Companies Inc 0.2%
Value ($000) $617 Shares 5,000 Est. Cost $117.72 Unrealized +6.9%
MA Mastercard Inc 0.2%
Value ($000) $616 Shares 1,096 Est. Cost $130.00 Unrealized +324.2%
SHEL Shell PLC - ADR 0.2%
Value ($000) $606 Shares 8,605 Est. Cost $54.92 Unrealized
EOG EOG Resources Inc 0.2%
Value ($000) $594 Shares 4,963 Est. Cost $75.03 Unrealized +49.4%
ROP Roper Industries 0.2%
Value ($000) $584 Shares 1,030 Est. Cost $369.74 Unrealized +52.0%
DELL Dell Technologies C 0.2%
Value ($000) $571 Shares 4,655 Est. Cost $108.79 Unrealized -6.9%
USB US Bancorp 0.2%
Value ($000) $542 Shares 11,973 Est. Cost $32.17 Unrealized +26.7%
REGN Regeneron Pharmaceuticals 0.2%
Value ($000) $508 Shares 967 Est. Cost $628.28 Unrealized -11.5%
IEF iShares 7-10 Year Treasury Bond ETF 0.2%
Value ($000) $505 Shares 5,277 Est. Cost $104.53 Unrealized
BAC Bank of America Corp 0.2%
Value ($000) $503 Shares 10,620 Est. Cost $28.15 Unrealized +47.2%
DHR Danaher Corp 0.2%
Value ($000) $499 Shares 2,524 Est. Cost $177.02 Unrealized +9.0%
WFC Wells Fargo & Co 0.2%
Value ($000) $498 Shares 6,218 Est. Cost $52.95 Unrealized +34.4%
BLK Blackrock Funding Inc/DE 0.2%
Value ($000) $491 Shares 468 Est. Cost $988.58 Unrealized -5.6%
MCK McKesson Corp W/RTS 0.2%
Value ($000) $478 Shares 652 Est. Cost $333.22 Unrealized +111.2%
IGSB IShares 1-5 Year Investment Grade Corp 0.1%
Value ($000) $468 Shares 8,874 Est. Cost $51.40 Unrealized
LOW Lowe's Companies Inc 0.1%
Value ($000) $466 Shares 2,100 Est. Cost $143.73 Unrealized +53.5%
USHY IShares Broad USD HY Corp Bond ETF 0.1%
Value ($000) $442 Shares 11,785 Est. Cost $37.32 Unrealized
OXY Occidental Petroleum Corp 0.1%
Value ($000) $421 Shares 10,027 Est. Cost $49.29 Unrealized -16.5%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $414 Shares 5,000 Est. Cost $86.60 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $387 Shares 3,401 Est. Cost $112.73 Unrealized -5.7%
GE General Electric Co. 0.1%
Value ($000) $379 Shares 1,473 Est. Cost $64.35 Unrealized +239.7%
Huntington Bank 4.50 Pfd 0.1%
Value ($000) $374 Shares 21,300 Est. Cost $20.45 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $360 Shares 4,010 Est. Cost $43.22 Unrealized +103.6%
VMBS Vanguard MBS ETF 0.1%
Value ($000) $356 Shares 7,686 Est. Cost $45.85 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $344 Shares 7,943 Est. Cost $33.48 Unrealized +24.9%
PFE Pfizer Inc 0.1%
Value ($000) $336 Shares 13,878 Est. Cost $20.88 Unrealized +7.0%
NFLX Netflix Inc 0.1%
Value ($000) $321 Shares 240 Est. Cost $28.29 Unrealized +299.6%
MDT Medtronic PLC 0.1%
Value ($000) $314 Shares 3,598 Est. Cost $65.89 Unrealized +26.7%
ITW Illinois Tool Works 0.1%
Value ($000) $312 Shares 1,260 Est. Cost $104.95 Unrealized +126.0%
CSX CSX Corp 0.1%
Value ($000) $309 Shares 9,463 Est. Cost $28.41 Unrealized +4.8%
MS Morgan Stanley 0.1%
Value ($000) $305 Shares 2,168 Est. Cost $78.59 Unrealized +53.9%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $302 Shares 3,050 Est. Cost $75.35 Unrealized +26.6%
KVUE Kenvue Inc. 0.1%
Value ($000) $298 Shares 14,243 Est. Cost $20.98 Unrealized +5.6%
ETSY Etsy Inc. 0.1%
Value ($000) $288 Shares 5,750 Est. Cost $50.21 Unrealized -0.9%
AMGN Amgen Inc 0.1%
Value ($000) $284 Shares 1,019 Est. Cost $145.22 Unrealized +91.3%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $253 Shares 474 Est. Cost $301.92 Unrealized +62.4%
BKLN Invesco Senior Loan ETF 0.1%
Value ($000) $253 Shares 12,073 Est. Cost $21.14 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $246 Shares 3,244 Est. Cost $65.99 Unrealized +7.7%
VCLT Vanguard Long-Term Corp Bond ETF 0.1%
Value ($000) $246 Shares 3,235 Est. Cost $76.32 Unrealized
DIA SPDR Dow Jones Indu Avg Tr 0.1%
Value ($000) $235 Shares 533 Est. Cost $331.33 Unrealized
National Rural Util Corp 5.5 Pfd 0.1%
Value ($000) $232 Shares 9,612 Est. Cost $26.43 Unrealized
HYG iShares iBoxx USD High Yield Corp Bd ETF 0.1%
Value ($000) $232 Shares 2,876 Est. Cost $77.01 Unrealized
Brunswick Corp 6.5 Pfd 0.1%
Value ($000) $227 Shares 9,338 Est. Cost $26.88 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $227 Shares 5,396 Est. Cost $25.52 Unrealized +57.2%
EXC Exelon Corporation 0.1%
Value ($000) $218 Shares 5,030 Est. Cost $35.57 Unrealized +22.5%
KMI Kinder Morgan Inc 0.1%
Value ($000) $200 Shares 6,804 Est. Cost $15.75 Unrealized +69.9%
Nextera Energy Capital 5.65 Pfd 0.1%
Value ($000) $198 Shares 8,948 Est. Cost $28.05 Unrealized
TSLA TESLA Inc 0.1%
Value ($000) $196 Shares 617 Est. Cost $321.82 Unrealized -6.4%
INTC Intel Corp 0.1%
Value ($000) $184 Shares 8,224 Est. Cost $33.60 Unrealized -38.3%
MMM 3M Company 0.1%
Value ($000) $178 Shares 1,167 Est. Cost $121.15 Unrealized +16.6%
Southern Co 4.20 Pfd 0.1%
Value ($000) $177 Shares 10,100 Est. Cost $24.85 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $157 Shares 719 Est. Cost $73.20 Unrealized +119.7%
SPTL SPDR Port Long Term Treasury ETF 0.0%
Value ($000) $155 Shares 5,815 Est. Cost $34.22 Unrealized
JNK SPDR BBG Barclays High Yld Bond 0.0%
Value ($000) $150 Shares 1,541 Est. Cost $95.32 Unrealized
OKE Oneok Inc New 0.0%
Value ($000) $135 Shares 1,659 Est. Cost $55.00 Unrealized +46.7%
XLF Financial Sel Sec SPDR Fd 0.0%
Value ($000) $131 Shares 2,506 Est. Cost $45.51 Unrealized
HPQ HP Inc 0.0%
Value ($000) $131 Shares 5,359 Est. Cost $26.29 Unrealized -6.0%
TFC Truist Financial Corp 0.0%
Value ($000) $129 Shares 2,999 Est. Cost $37.15 Unrealized +2.3%
MPLX MPLX LP 0.0%
Value ($000) $127 Shares 2,465 Est. Cost $35.41 Unrealized
LQD iShares iBoxx Inv Grade Corp Bd ETF 0.0%
Value ($000) $125 Shares 1,143 Est. Cost $108.46 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $123 Shares 1,350 Est. Cost $69.73 Unrealized +29.1%
IR Ingersol-Rand Inc 0.0%
Value ($000) $122 Shares 1,472 Est. Cost $53.88 Unrealized +46.2%
T AT & T Inc 0.0%
Value ($000) $121 Shares 4,173 Est. Cost $15.11 Unrealized +78.5%
SPGI S & P Global Inc 0.0%
Value ($000) $118 Shares 223 Est. Cost $321.12 Unrealized +54.7%
HCA HCA Holdings Inc 0.0%
Value ($000) $112 Shares 292 Est. Cost $218.18 Unrealized +64.3%
VPU Vanguard World Fds Utiliti 0.0%
Value ($000) $97 Shares 550 Est. Cost $147.92 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $94 Shares 643 Est. Cost $106.57 Unrealized +38.4%
IUSV iShares Core Russell U.S. Value ETF 0.0%
Value ($000) $85 Shares 900 Est. Cost $70.63 Unrealized
TAP Molson Coors Brewing Co-B 0.0%
Value ($000) $84 Shares 1,750 Est. Cost $46.45 Unrealized +15.4%
MCD McDonald's Corp 0.0%
Value ($000) $83 Shares 284 Est. Cost $245.25 Unrealized +23.8%
TSM Taiwan Semiconductor ADR 0.0%
Value ($000) $80 Shares 354 Est. Cost $74.49 Unrealized
KLAC KLA-Tencor Corporation 0.0%
Value ($000) $76 Shares 85 Est. Cost $337.92 Unrealized +121.5%
YUM Yum Brands Inc 0.0%
Value ($000) $76 Shares 510 Est. Cost $114.06 Unrealized +26.4%
COF Capital One Financial Corp 0.0%
Value ($000) $73 Shares 344 Est. Cost $139.87 Unrealized +32.3%
MO Altria Group Inc 0.0%
Value ($000) $73 Shares 1,244 Est. Cost $35.19 Unrealized +59.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $71 Shares 425 Est. Cost $71.56 Unrealized +105.6%
PSA Public Storage 0.0%
Value ($000) $70 Shares 240 Est. Cost $256.48 Unrealized +12.1%
BAESY BAE Systems PLC ADR 0.0%
Value ($000) $69 Shares 670 Est. Cost $41.19 Unrealized
SO Southern Company 0.0%
Value ($000) $69 Shares 751 Est. Cost $59.62 Unrealized +47.6%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $67 Shares 406 Est. Cost $106.44 Unrealized +38.9%
UNH UnitedHealth Care Group 0.0%
Value ($000) $67 Shares 214 Est. Cost $500.41 Unrealized -25.1%
CB Chubb Ltd 0.0%
Value ($000) $65 Shares 226 Est. Cost $199.93 Unrealized +43.5%
PGR Progressive Corp 0.0%
Value ($000) $62 Shares 234 Est. Cost $115.68 Unrealized +122.6%
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $62 Shares 675 Est. Cost $112.86 Unrealized -15.0%
EPD Enterprise Products Part 0.0%
Value ($000) $61 Shares 1,980 Est. Cost $25.35 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $61 Shares 268 Est. Cost $153.18 Unrealized +49.9%
KMB Kimberly Clark Corp 0.0%
Value ($000) $60 Shares 468 Est. Cost $112.73 Unrealized +16.9%
SLB Schlumberger Ltd 0.0%
Value ($000) $59 Shares 1,760 Est. Cost $43.86 Unrealized -22.6%
TEL TE Connectivity PLC 0.0%
Value ($000) $59 Shares 350 Est. Cost $146.90 Unrealized +2.7%
PM Philip Morris Intl Inc 0.0%
Value ($000) $59 Shares 322 Est. Cost $83.91 Unrealized +99.5%
GWW W.W. Grainger Inc 0.0%
Value ($000) $58 Shares 56 Est. Cost $548.52 Unrealized +88.4%
Reinsurance GRP of Amer VRN Pfd 0.0%
Value ($000) $58 Shares 2,366 Est. Cost $23.12 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $58 Shares 491 Est. Cost $84.81 Unrealized +36.1%
WAT Waters Corp 0.0%
Value ($000) $56 Shares 160 Est. Cost $316.35 Unrealized +8.7%
CEG Constellation Energy 0.0%
Value ($000) $54 Shares 167 Est. Cost $87.71 Unrealized +200.8%
COR Cencora Inc. 0.0%
Value ($000) $53 Shares 177 Est. Cost $153.47 Unrealized +86.9%
ALIZY Allianz SE Unsp ADR 0.0%
Value ($000) $51 Shares 1,260 Est. Cost $21.44 Unrealized
IBIT Ishares Bitcoin Trust ETF 0.0%
Value ($000) $51 Shares 830 Est. Cost $61.21 Unrealized
AON Aon Plc - Class A 0.0%
Value ($000) $49 Shares 138 Est. Cost $285.70 Unrealized +26.5%
MSI Motorola Solutions Inc 0.0%
Value ($000) $48 Shares 114 Est. Cost $241.04 Unrealized +72.2%
AEP American Electric Power 0.0%
Value ($000) $48 Shares 460 Est. Cost $80.91 Unrealized +26.0%
VGT Vanguard Info Tech ETF 0.0%
Value ($000) $47 Shares 71 Est. Cost $319.42 Unrealized
MITSY Mitsui & Co Ltd ADR 0.0%
Value ($000) $47 Shares 115 Est. Cost $516.01 Unrealized
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $45 Shares 755 Est. Cost $30.46 Unrealized
Unilever PLC-Sponsored ADR 0.0%
Value ($000) $44 Shares 718 Est. Cost $45.82 Unrealized
AXAHY AXA Spons ADR 0.0%
Value ($000) $44 Shares 897 Est. Cost $27.81 Unrealized
NI NiSource Inc 0.0%
Value ($000) $43 Shares 1,076 Est. Cost $23.70 Unrealized +62.9%
DBSDY DBS Group Hldgs Ltd ADR 0.0%
Value ($000) $43 Shares 304 Est. Cost $101.54 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $43 Shares 423 Est. Cost $47.00 Unrealized +85.2%
CNP Centerpoint Energy 0.0%
Value ($000) $42 Shares 1,132 Est. Cost $26.78 Unrealized +36.4%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $41 Shares 462 Est. Cost $82.48 Unrealized
VEU Vanguard FTSE All-World Fd 0.0%
Value ($000) $41 Shares 607 Est. Cost $50.14 Unrealized
FIS Fidelity National Info Serv 0.0%
Value ($000) $41 Shares 500 Est. Cost $65.44 Unrealized +17.0%
EQR Equity Residential 0.0%
Value ($000) $40 Shares 600 Est. Cost $54.69 Unrealized +21.8%
JCI Johnson Controls International 0.0%
Value ($000) $39 Shares 365 Est. Cost $57.70 Unrealized +59.0%
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $38 Shares 2,777 Est. Cost $6.67 Unrealized
PEG Public Serv Enterprise Grp 0.0%
Value ($000) $38 Shares 448 Est. Cost $52.12 Unrealized +51.4%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.0%
Value ($000) $38 Shares 361 Est. Cost $145.12 Unrealized
PINS Pinterest Inc. 0.0%
Value ($000) $38 Shares 1,050 Est. Cost $27.45 Unrealized +10.5%
SIEGY Siemens AG-Spons ADR 0.0%
Value ($000) $37 Shares 286 Est. Cost $69.18 Unrealized
SJNK SPDR Barclays ST HY Bond 0.0%
Value ($000) $35 Shares 1,379 Est. Cost $27.15 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $35 Shares 228 Est. Cost $59.61 Unrealized +148.1%
SUB iShares Short-term Ntl Muni Bond ETF 0.0%
Value ($000) $35 Shares 329 Est. Cost $104.27 Unrealized
VWO Vanguard MSCI Emerging Mkt 0.0%
Value ($000) $35 Shares 700 Est. Cost $38.98 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $34 Shares 266 Est. Cost $129.61 Unrealized -10.9%
IHG Intercontinental Hotels ADR 0.0%
Value ($000) $34 Shares 297 Est. Cost $58.34 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $34 Shares 339 Est. Cost $81.67 Unrealized +27.0%
STIP iShares 0-5yr TIPS Bond ETF 0.0%
Value ($000) $34 Shares 329 Est. Cost $96.96 Unrealized
IBDRY Iberdrola SA-Sponsored ADR 0.0%
Value ($000) $33 Shares 430 Est. Cost $46.66 Unrealized
D Dominion Resources Inc 0.0%
Value ($000) $31 Shares 557 Est. Cost $53.65 Unrealized -0.9%
HSBC HSBC Holdings Plc Spon ADR 0.0%
Value ($000) $31 Shares 512 Est. Cost $31.16 Unrealized
Gabelli Equity Trust 0.0%
Value ($000) $31 Shares 5,280 Est. Cost $5.20 Unrealized
NTTYY Nippon Teleg & Tel Sp ADR 0.0%
Value ($000) $30 Shares 1,140 Est. Cost $28.51 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $30 Shares 139 Est. Cost $126.33 Unrealized +61.7%
CVS CVS Health Corp 0.0%
Value ($000) $30 Shares 435 Est. Cost $85.94 Unrealized -25.3%
LNC Lincoln National Corp 0.0%
Value ($000) $29 Shares 850 Est. Cost $32.63 Unrealized -3.3%
TM Toyota Motor Corp ADR 0.0%
Value ($000) $29 Shares 170 Est. Cost $136.58 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $29 Shares 237 Est. Cost $90.72 Unrealized
VCR Vanguard Cons Discretionary 0.0%
Value ($000) $29 Shares 79 Est. Cost $219.03 Unrealized
AMJB Alerian MLP ETN 2044 0.0%
Value ($000) $29 Shares 943 Est. Cost $28.94 Unrealized
BTI British American TOB-SP ADR 0.0%
Value ($000) $28 Shares 600 Est. Cost $30.50 Unrealized
GBTC Grayscale Bitcoin Trust 0.0%
Value ($000) $28 Shares 326 Est. Cost $67.96 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $27 Shares 104 Est. Cost $220.43 Unrealized +5.7%
IX Orix Corp Spon ADR 0.0%
Value ($000) $26 Shares 1,170 Est. Cost $32.82 Unrealized
PAA Plains All American Pipe 0.0%
Value ($000) $26 Shares 1,423 Est. Cost $11.76 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $26 Shares 149 Est. Cost $99.59 Unrealized +82.1%
ENB Enbridge Inc 0.0%
Value ($000) $26 Shares 564 Est. Cost $31.84 Unrealized +37.5%
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $26 Shares 309 Est. Cost $82.66 Unrealized
IGOV iShares Intl Tsy ETF 0.0%
Value ($000) $26 Shares 592 Est. Cost $43.10 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $25 Shares 1,385 Est. Cost $12.67 Unrealized
KMTUY Komatsu Ltd Spons ADR 0.0%
Value ($000) $25 Shares 761 Est. Cost $21.80 Unrealized
SPG Simon Property Group LP 0.0%
Value ($000) $25 Shares 153 Est. Cost $93.48 Unrealized +63.4%
TD Toronto-Dominion Bank 0.0%
Value ($000) $24 Shares 324 Est. Cost $64.60 Unrealized +1.0%
WEC WEC Energy Group Inc 0.0%
Value ($000) $24 Shares 228 Est. Cost $82.72 Unrealized +26.0%
NSRGY Nestle Spon ADR 0.0%
Value ($000) $23 Shares 233 Est. Cost $115.80 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $23 Shares 805 Est. Cost $17.46 Unrealized +22.6%
ELV Anthem Inc 0.0%
Value ($000) $22 Shares 56 Est. Cost $484.45 Unrealized -18.1%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $22 Shares 425 Est. Cost $50.84 Unrealized
KEYS Keysight Technologies Inc W/I 0.0%
Value ($000) $22 Shares 132 Est. Cost $68.31 Unrealized +123.1%
GIS General Mills Inc 0.0%
Value ($000) $22 Shares 417 Est. Cost $72.93 Unrealized -26.3%
LHX L3Harris Technologies Inc. 0.0%
Value ($000) $22 Shares 86 Est. Cost $211.01 Unrealized +7.6%
DIS Disney (Walt) Co/The 0.0%
Value ($000) $21 Shares 170 Est. Cost $128.66 Unrealized -20.1%
Total SA-Spon ADR 0.0%
Value ($000) $20 Shares 329 Est. Cost $62.08 Unrealized
SOLV Solventum Corp 0.0%
Value ($000) $19 Shares 253 Est. Cost $60.70 Unrealized +16.7%
RIO Rio Tinto PLC-SPON ADR 0.0%
Value ($000) $19 Shares 324 Est. Cost $71.20 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $19 Shares 387 Est. Cost $48.43 Unrealized
American Financial Group 5.875 Pfd 0.0%
Value ($000) $19 Shares 876 Est. Cost $22.59 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $18 Shares 106 Est. Cost $223.22 Unrealized -19.2%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $18 Shares 73 Est. Cost $248.05 Unrealized
IVOL Quadratic Int Rate Vol ETF 0.0%
Value ($000) $18 Shares 919 Est. Cost $19.56 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $18 Shares 78 Est. Cost $190.19 Unrealized +14.9%
GSK GlaxoSmithKline PLC 0.0%
Value ($000) $18 Shares 467 Est. Cost $36.95 Unrealized
BNPQY BNP Paribas ADR 0.0%
Value ($000) $18 Shares 391 Est. Cost $28.42 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $17 Shares 242 Est. Cost $66.68 Unrealized +7.9%
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
IDXX Idexx Labs Inc 0.0%
Value ($000) $16 Shares 30 Est. Cost $388.17 Unrealized +23.2%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $15 Shares 104 Est. Cost $94.86 Unrealized +48.5%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $15 Shares 55 Est. Cost $182.64 Unrealized
DE Deere & Company 0.0%
Value ($000) $15 Shares 30 Est. Cost $388.70 Unrealized +24.7%
LAZ Lazard Inc. 0.0%
Value ($000) $15 Shares 317 Est. Cost $38.95 Unrealized +7.4%
FDX FedEx Corp 0.0%
Value ($000) $15 Shares 66 Est. Cost $155.01 Unrealized +38.8%
ERIC Ericsson LM TEL-SP ADR 0.0%
Value ($000) $15 Shares 1,767 Est. Cost $5.84 Unrealized
IMCB iShares Morningstar Mid Co 0.0%
Value ($000) $15 Shares 184 Est. Cost $58.67 Unrealized
FE FirstEnergy 0.0%
Value ($000) $14 Shares 357 Est. Cost $34.36 Unrealized +17.2%
LMT Lockheed Martin Corp 0.0%
Value ($000) $14 Shares 31 Est. Cost $426.55 Unrealized +7.6%
VLO Valero Energy Corp 0.0%
Value ($000) $14 Shares 106 Est. Cost $114.07 Unrealized +7.2%
DEO Diageo PLC-Sponsored ADR 0.0%
Value ($000) $14 Shares 141 Est. Cost $178.19 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $14 Shares 337 Est. Cost $29.92 Unrealized +22.2%
PAGP Plains GP Holdings LP-CL A 0.0%
Value ($000) $14 Shares 700 Est. Cost $18.25 Unrealized
Kimco Realty Corp 5.25 Pfd 0.0%
Value ($000) $13 Shares 655 Est. Cost $20.16 Unrealized
VDC Vanguard Consumer Staples 0.0%
Value ($000) $12 Shares 57 Est. Cost $191.57 Unrealized
F Ford Motor Company 0.0%
Value ($000) $12 Shares 1,139 Est. Cost $10.07 Unrealized -2.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $12 Shares 95 Est. Cost $78.90 Unrealized +27.4%
MU Micron Technology Inc 0.0%
Value ($000) $12 Shares 97 Est. Cost $53.81 Unrealized +73.2%
BASFY BASF SE ADR 0.0%
Value ($000) $12 Shares 970 Est. Cost $12.38 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $12 Shares 584 Est. Cost $18.13 Unrealized -1.8%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $11 Shares 560 Est. Cost $13.48 Unrealized +22.2%
WU Western Union Co 0.0%
Value ($000) $11 Shares 1,357 Est. Cost $13.77 Unrealized
VTRS Viatris Inc. 0.0%
Value ($000) $11 Shares 1,252 Est. Cost $9.05 Unrealized -9.5%
CAJPY Canon Inc SP ADR 0.0%
Value ($000) $11 Shares 382 Est. Cost $21.68 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $11 Shares 87 Est. Cost $82.73 Unrealized
Goldman Sachs Gp 4 Pfd 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.52 Unrealized
EIX Edison International 0.0%
Value ($000) $10 Shares 195 Est. Cost $53.19 Unrealized -0.2%
GPC Genuine Parts Co 0.0%
Value ($000) $10 Shares 80 Est. Cost $159.11 Unrealized -26.0%
PFG Principal Financial Group 0.0%
Value ($000) $9 Shares 115 Est. Cost $76.60 Unrealized -2.3%
Calamos Strategic Total Re 0.0%
Value ($000) $9 Shares 500 Est. Cost $16.37 Unrealized
CAG Conagra Inc 0.0%
Value ($000) $9 Shares 431 Est. Cost $30.96 Unrealized -27.5%
CTVA Corteva Inc. 0.0%
Value ($000) $8 Shares 113 Est. Cost $61.14 Unrealized +8.2%
E Eni Spa-Sponsored ADR 0.0%
Value ($000) $8 Shares 258 Est. Cost $28.66 Unrealized
LYB Lyondellbasell Indu Cl A 0.0%
Value ($000) $8 Shares 144 Est. Cost $66.35 Unrealized -18.0%
IDU iShares DJ US Util Sector 0.0%
Value ($000) $8 Shares 79 Est. Cost $86.54 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $8 Shares 42 Est. Cost $170.21 Unrealized
MET Metlife Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.02 Unrealized +14.9%
Interpublic Group of COS 0.0%
Value ($000) $8 Shares 325 Est. Cost $27.45 Unrealized -13.3%
RHI Robert Half Inc. 0.0%
Value ($000) $8 Shares 192 Est. Cost $76.28 Unrealized -40.3%
SUN Sunoco LP 0.0%
Value ($000) $8 Shares 146 Est. Cost $56.54 Unrealized
UPS United Parcel Services B 0.0%
Value ($000) $8 Shares 77 Est. Cost $94.20 Unrealized -0.1%
DD DuPont De Nemours Inc 0.0%
Value ($000) $8 Shares 113 Est. Cost $25.00 Unrealized +9.3%
ORI Old Republic Intl Corp 0.0%
Value ($000) $8 Shares 200 Est. Cost $24.46 Unrealized +42.6%
IP International Paper Co 0.0%
Value ($000) $8 Shares 162 Est. Cost $29.99 Unrealized +53.3%
VLTO Veralto Corp 0.0%
Value ($000) $8 Shares 75 Est. Cost $84.56 Unrealized +13.7%
LW Lamb Weston Holding Inc. 0.0%
Value ($000) $7 Shares 143 Est. Cost $80.41 Unrealized -34.4%
EMB iShares JP Morgan EMB 0.0%
Value ($000) $7 Shares 80 Est. Cost $89.34 Unrealized
EPSN Epsilon Energy LTD 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $4.57 Unrealized +51.5%
HMC Honda Motor Co Ltd ADR 0.0%
Value ($000) $7 Shares 250 Est. Cost $22.86 Unrealized
PIMCO Corporate Opportunity 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.31 Unrealized
WBD Warner Bros Discovery Inc. 0.0%
Value ($000) $7 Shares 597 Est. Cost $11.29 Unrealized -17.4%
ROK Rockwell Automation Inc 0.0%
Value ($000) $7 Shares 20 Est. Cost $237.86 Unrealized +18.6%
GLW Corning Inc 0.0%
Value ($000) $7 Shares 125 Est. Cost $29.73 Unrealized +55.8%
Adams Express Co 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.52 Unrealized
WPP WPP PLC-Spon ADR 0.0%
Value ($000) $6 Shares 185 Est. Cost $49.16 Unrealized
FBIN Fortune Brands Innovations Inc. 0.0%
Value ($000) $6 Shares 123 Est. Cost $49.85 Unrealized +3.1%
FCX Freeport-McMoran Copper-B 0.0%
Value ($000) $6 Shares 144 Est. Cost $33.48 Unrealized +12.6%
GEHC GE Healthcare Technology 0.0%
Value ($000) $6 Shares 84 Est. Cost $71.08 Unrealized -2.2%
REZI Resideo Technologies Inc. 0.0%
Value ($000) $6 Shares 276 Est. Cost $18.13 Unrealized +5.2%
BBWI Bath & Body Works Inc. 0.0%
Value ($000) $6 Shares 203 Est. Cost $34.20 Unrealized -17.3%
FLR Fluor Corp (New) 0.0%
Value ($000) $6 Shares 116 Est. Cost $31.93 Unrealized +24.9%
O Realty Income Corp 0.0%
Value ($000) $6 Shares 103 Est. Cost $49.55 Unrealized +9.9%
PNR Pentair PLC 0.0%
Value ($000) $6 Shares 56 Est. Cost $41.86 Unrealized +121.9%
ACN Accenture PLC Cl-A 0.0%
Value ($000) $6 Shares 19 Est. Cost $264.08 Unrealized +14.7%
CHTR Charter Communications Inc 0.0%
Value ($000) $5 Shares 13 Est. Cost $351.41 Unrealized +8.9%
VOD Vodafone Group PLC 0.0%
Value ($000) $5 Shares 475 Est. Cost $10.12 Unrealized
KD Kyndryl Holdings 0.0%
Value ($000) $5 Shares 117 Est. Cost $10.06 Unrealized +259.5%
USAC USA Compression Partners LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.73 Unrealized
DFIN Donnelley Financial Solutions 0.0%
Value ($000) $5 Shares 76 Est. Cost $37.49 Unrealized +37.5%
ADP Automatic Data Processing 0.0%
Value ($000) $5 Shares 15 Est. Cost $228.99 Unrealized +32.0%
IYZ iShares DJ US Telecommunic 0.0%
Value ($000) $4 Shares 150 Est. Cost $22.43 Unrealized
AA Alcoa Inc 0.0%
Value ($000) $4 Shares 149 Est. Cost $41.94 Unrealized -36.1%
AVY Avery Dennison Corp 0.0%
Value ($000) $4 Shares 25 Est. Cost $102.74 Unrealized +68.1%
IVZ Invesco Ltd 0.0%
Value ($000) $4 Shares 267 Est. Cost $14.76 Unrealized -5.1%
QYLD Global X Funds ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.63 Unrealized
Gabelli Utility Trust 0.0%
Value ($000) $4 Shares 720 Est. Cost $7.51 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $4 Shares 80 Est. Cost $47.79 Unrealized +9.3%
Enbridge Inc VRN Pfd 0.0%
Value ($000) $4 Shares 177 Est. Cost $20.70 Unrealized
CUK Carnival PLC ADR 0.0%
Value ($000) $4 Shares 161 Est. Cost $7.19 Unrealized
Ares Dynamic Credit Allocation 0.0%
Value ($000) $4 Shares 275 Est. Cost $14.89 Unrealized
Alliancebernstein Gbl Hgh 0.0%
Value ($000) $4 Shares 350 Est. Cost $10.48 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $4 Shares 170 Est. Cost $13.85 Unrealized +44.2%
Huntington Bank VRN Pfd 0.0%
Value ($000) $4 Shares 150 Est. Cost $24.81 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $4 Shares 31 Est. Cost $121.28 Unrealized
BlackRock Science & Tech 0.0%
Value ($000) $4 Shares 96 Est. Cost $37.66 Unrealized
Reaves Utility Income 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.32 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $4 Shares 90 Est. Cost $31.96 Unrealized
ALC Alcon Inc. 0.0%
Value ($000) $4 Shares 40 Est. Cost $63.16 Unrealized +41.8%
IHY Vaneck Intl High Yield ETF 0.0%
Value ($000) $3 Shares 157 Est. Cost $22.05 Unrealized
Liberty All Star Equity Fd 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.15 Unrealized
JPMorgan Chase & Co. 6 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.68 Unrealized
AT&T Inc. 4.75 Pfd 0.0%
Value ($000) $3 Shares 165 Est. Cost $17.63 Unrealized
HOG Harley-Davidson Inc 0.0%
Value ($000) $3 Shares 132 Est. Cost $42.57 Unrealized -44.2%
Duke Energy Corp 5.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.63 Unrealized
FUN Six Flags Entertainment Corp 0.0%
Value ($000) $3 Shares 100 Est. Cost $45.74 Unrealized -26.7%
DOW Dow Inc 0.0%
Value ($000) $3 Shares 113 Est. Cost $40.52 Unrealized -31.4%
AGG iShares Barclays Agg Bond 0.0%
Value ($000) $3 Shares 30 Est. Cost $110.14 Unrealized
Fifth Third Bancorp 4.95 Pfd 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.71 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $186.71 Unrealized +12.7%
Unum Group 6.25 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.15 Unrealized
Brookfield Oaktree Hldgs 0.0%
Value ($000) $3 Shares 125 Est. Cost $21.45 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $3 Shares 27 Est. Cost $62.49 Unrealized +65.8%
HLN Haleon PLC ADR 0.0%
Value ($000) $3 Shares 271 Est. Cost $8.00 Unrealized
Ford Motor Co 6.5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.75 Unrealized
BXP BXP Inc. 0.0%
Value ($000) $3 Shares 41 Est. Cost $58.78 Unrealized +9.6%
CMS CMS Energy Corp 0.0%
Value ($000) $3 Shares 39 Est. Cost $53.55 Unrealized +30.7%
CDP Corporate Office Property 0.0%
Value ($000) $3 Shares 95 Est. Cost $25.94 Unrealized
DVA Davita Inc 0.0%
Value ($000) $3 Shares 18 Est. Cost $77.66 Unrealized +82.4%
Georgia Power Co 5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.61 Unrealized
Bank of America Corp 5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.54 Unrealized
JPMorgan Chase & Co 4.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $19.41 Unrealized
Truist Financial Corp 4.75 Pfd 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.09 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.28 Unrealized +27.2%
Wells Fargo & Co 5.625 Pfd 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.68 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $2 Shares 11 Est. Cost $93.96 Unrealized +104.0%
DOV Dover Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $127.77 Unrealized +35.2%
SDZNY Sandoz Group AG ADR 0.0%
Value ($000) $2 Shares 40 Est. Cost $32.15 Unrealized
ACLLY Accelleron Industries AG 0.0%
Value ($000) $2 Shares 30 Est. Cost $20.69 Unrealized
CLF Cleveland - Cliffs Inc 0.0%
Value ($000) $2 Shares 254 Est. Cost $15.06 Unrealized -50.6%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $87.06 Unrealized -10.8%
BTC Grayscale Bitcn Mini Tru ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $41.86 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $86.71 Unrealized +15.6%
WDS Woodside Energy Group LTD 0.0%
Value ($000) $2 Shares 111 Est. Cost $24.21 Unrealized
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 29 Est. Cost $71.13 Unrealized -21.3%
CTSH Cognizant Technology Cl A 0.0%
Value ($000) $2 Shares 21 Est. Cost $55.69 Unrealized +36.1%
NTAP NetApp Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $61.60 Unrealized +51.8%
NVT Nvent Electric PLC 0.0%
Value ($000) $2 Shares 21 Est. Cost $35.48 Unrealized +71.9%
VNO Vornado Realty Trust 0.0%
Value ($000) $2 Shares 40 Est. Cost $20.80 Unrealized
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $2 Shares 279 Est. Cost $11.84 Unrealized -57.0%
Gabelli Healthcare & Wellness Tr 0.0%
Value ($000) $1 Shares 152 Est. Cost $9.58 Unrealized
DOC Healthpeak Properties Inc 0.0%
Value ($000) $1 Shares 78 Est. Cost $17.60 Unrealized -3.4%
MBC Masterbrand Inc. 0.0%
Value ($000) $1 Shares 123 Est. Cost $8.19 Unrealized +35.1%
SONY Sony Corp Spons ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $32.19 Unrealized
NGL NGL Energy Partners LP 0.0%
Value ($000) $1 Shares 300 Est. Cost $5.06 Unrealized
RAL Rallinat Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $49.24 Unrealized 0.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 116 Est. Cost $7.03 Unrealized +43.2%
SJM JM Smucker Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $133.49 Unrealized -19.7%
ASIX Advansix Inc 0.0%
Value ($000) $1 Shares 49 Est. Cost $34.73 Unrealized -36.2%
IFF Intl Flavors & Fragrances 0.0%
Value ($000) $1 Shares 15 Est. Cost $89.88 Unrealized -17.4%
MDXG Mimedx Group Inc 0.0%
Value ($000) $1 Shares 170 Est. Cost $9.10 Unrealized -26.9%
VSCO Victoria's Secret 0.0%
Value ($000) $1 Shares 55 Est. Cost $39.74 Unrealized -50.8%
SW Smurfit Westrock PLC 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.84 Unrealized -3.8%
VNT Vontier Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $18.74 Unrealized +81.7%
OGN Organon & Company 0.0%
Value ($000) $1 Shares 98 Est. Cost $21.97 Unrealized -53.3%
FRO Frontline PLC 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.03 Unrealized +39.8%
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.94 Unrealized +5.1%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.87 Unrealized -9.2%
GRAL Grail Inc. 0.0%
Value ($000) $1 Shares 10 Est. Cost $16.22 Unrealized +123.2%
SAIC Science Applications Int 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.40 Unrealized +8.1%
UE Urban Edge Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.10 Unrealized
ADNT Adient PLC 0.0%
Value ($000) $0 Shares 18 Est. Cost $34.97 Unrealized -57.7%
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 +51.3%
CC Chemours Co 0.0%
Value ($000) $0 Shares 29 Est. Cost $26.65 Unrealized -58.4%
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 -36.0%
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.50 Unrealized -45.3%
AVNS Avanos Medical Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.45 Unrealized -48.6%
RMR RMR Group Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.62 Unrealized -32.2%
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 -59.8%
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