BOYD WATTERSON ASSET MANAGEMENT LLC/OH Diversified Active

CIK: 0001121477 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $335,817 (100.0% shares, 0.0% debt)

Holdings (418)

MSFT Microsoft Corp 7.8%
Value ($000) $26,114 Shares 50,418 Est. Cost $68.69 Unrealized +640.6%
SPY SPDR S & P 500 ETF Trust 7.2%
Value ($000) $24,217 Shares 36,352 Est. Cost $235.07 Unrealized
AVGO Broadcom Inc 4.9%
Value ($000) $16,459 Shares 49,888 Est. Cost $141.59 Unrealized +115.9%
GOOGL Alphabet Inc-CL A 4.6%
Value ($000) $15,357 Shares 63,170 Est. Cost $111.59 Unrealized +87.5%
JPM J P Morgan Chase 3.5%
Value ($000) $11,739 Shares 37,215 Est. Cost $73.36 Unrealized +303.4%
ETN Eaton Corp PLC 3.0%
Value ($000) $9,931 Shares 26,536 Est. Cost $101.29 Unrealized +258.6%
AXP American Express Co 2.7%
Value ($000) $9,173 Shares 27,615 Est. Cost $89.09 Unrealized +255.3%
MDY SPDR S & P Midcap 400 ETF 2.5%
Value ($000) $8,306 Shares 13,936 Est. Cost $307.86 Unrealized
LLY Lilly (Eli) & Co 2.4%
Value ($000) $8,181 Shares 10,722 Est. Cost $221.91 Unrealized +234.5%
AAPL Apple Inc 2.2%
Value ($000) $7,500 Shares 29,453 Est. Cost $89.34 Unrealized +152.5%
AMZN Amazon.com Inc 2.1%
Value ($000) $7,051 Shares 32,113 Est. Cost $140.17 Unrealized +61.5%
HON Honeywell International 2.0%
Value ($000) $6,832 Shares 32,457 Est. Cost $128.74 Unrealized +60.9%
ABBV Abbvie Inc 1.7%
Value ($000) $5,611 Shares 24,234 Est. Cost $61.75 Unrealized +227.0%
XOM Exxon Mobil Corp 1.6%
Value ($000) $5,319 Shares 47,178 Est. Cost $56.65 Unrealized +93.6%
MBB iShares MBS Bond ETF 1.5%
Value ($000) $5,203 Shares 54,685 Est. Cost $98.08 Unrealized
CAT Caterpillar Inc 1.5%
Value ($000) $5,126 Shares 10,742 Est. Cost $109.27 Unrealized +289.3%
V Visa Inc Cl-A Shares 1.5%
Value ($000) $4,976 Shares 14,578 Est. Cost $158.43 Unrealized +117.8%
VOO Vanguard S&P 500 ETF 1.5%
Value ($000) $4,951 Shares 8,085 Est. Cost $205.28 Unrealized
NVDA NVIDIA Corp 1.3%
Value ($000) $4,512 Shares 24,180 Est. Cost $93.02 Unrealized +87.4%
PH Parker Hannifin Corp 1.3%
Value ($000) $4,233 Shares 5,584 Est. Cost $276.01 Unrealized +166.3%
CRWD CrowdStrike Holdings Inc 1.2%
Value ($000) $4,171 Shares 8,506 Est. Cost $133.93 Unrealized +239.6%
IOO iShares S&P Global 100 Fd 1.2%
Value ($000) $4,164 Shares 34,698 Est. Cost $59.84 Unrealized
GOOG Alphabet Inc-CL C 1.2%
Value ($000) $4,089 Shares 16,790 Est. Cost $110.08 Unrealized +90.7%
PG Procter & Gamble Co 1.2%
Value ($000) $3,960 Shares 25,776 Est. Cost $102.00 Unrealized +51.9%
SHOP Shopify Inc - Class A 1.2%
Value ($000) $3,937 Shares 26,491 Est. Cost $36.99 Unrealized +266.5%
JNJ Johnson & Johnson 1.2%
Value ($000) $3,920 Shares 21,141 Est. Cost $120.48 Unrealized +40.7%
C Citigroup Inc 1.2%
Value ($000) $3,887 Shares 38,292 Est. Cost $60.43 Unrealized +55.7%
EEM iShares MSCI Emrg Mkt Indx 1.2%
Value ($000) $3,879 Shares 72,639 Est. Cost $42.23 Unrealized
GS Goldman Sachs Group Inc 0.9%
Value ($000) $3,173 Shares 3,985 Est. Cost $302.23 Unrealized +143.1%
CVX Chevron Corp 0.9%
Value ($000) $2,896 Shares 18,649 Est. Cost $80.99 Unrealized +88.0%
MRK Merck & Company 0.9%
Value ($000) $2,873 Shares 34,235 Est. Cost $78.41 Unrealized +3.3%
LIN Linde PLC 0.9%
Value ($000) $2,861 Shares 6,022 Est. Cost $322.30 Unrealized +46.0%
IJR iShares S&P SmallCap 600 0.8%
Value ($000) $2,834 Shares 23,850 Est. Cost $93.90 Unrealized
PEP PepsiCo Inc 0.8%
Value ($000) $2,769 Shares 19,719 Est. Cost $122.77 Unrealized +14.4%
QCOM Qualcomm Inc 0.8%
Value ($000) $2,723 Shares 16,367 Est. Cost $110.77 Unrealized +41.9%
ABT Abbott Laboratories 0.8%
Value ($000) $2,584 Shares 19,294 Est. Cost $40.23 Unrealized +224.7%
SCHD Schwab US Dividend Equity ETF 0.7%
Value ($000) $2,462 Shares 90,178 Est. Cost $37.74 Unrealized
EXPE Expedia Group Inc 0.7%
Value ($000) $2,402 Shares 11,236 Est. Cost $128.84 Unrealized +55.4%
EMR Emerson Electric Co 0.7%
Value ($000) $2,360 Shares 17,990 Est. Cost $70.14 Unrealized +93.1%
EFA iShares MSCI EAFE Index Fd 0.7%
Value ($000) $2,343 Shares 25,097 Est. Cost $58.58 Unrealized
ORLY O'Reilly Automotive Inc 0.7%
Value ($000) $2,241 Shares 20,791 Est. Cost $86.81 Unrealized +15.8%
PAYC Paycom Software Inc 0.7%
Value ($000) $2,201 Shares 10,576 Est. Cost $171.46 Unrealized +31.0%
CRM Salesforce Inc. 0.7%
Value ($000) $2,200 Shares 9,284 Est. Cost $199.80 Unrealized +25.8%
BMY Bristol-Myers Squibb Co 0.6%
Value ($000) $1,933 Shares 42,865 Est. Cost $48.83 Unrealized -6.8%
HD Home Depot Inc 0.5%
Value ($000) $1,838 Shares 4,536 Est. Cost $189.97 Unrealized +104.8%
TMO Thermo Fisher Corp 0.5%
Value ($000) $1,815 Shares 3,743 Est. Cost $337.79 Unrealized +37.6%
IBM IBM Corp 0.5%
Value ($000) $1,723 Shares 6,106 Est. Cost $198.61 Unrealized +30.7%
BKNG Booking Holdings Inc. 0.5%
Value ($000) $1,717 Shares 318 Est. Cost $2002.53 Unrealized +177.8%
COIN Coinbase Global, Inc. 0.5%
Value ($000) $1,671 Shares 4,952 Est. Cost $250.74 Unrealized +35.2%
AMD Advanced Micro Devices 0.5%
Value ($000) $1,599 Shares 9,886 Est. Cost $120.41 Unrealized +34.0%
NFLX Netflix Inc 0.5%
Value ($000) $1,557 Shares 1,299 Est. Cost $104.73 Unrealized +16.5%
KO Coca-Cola Co 0.5%
Value ($000) $1,549 Shares 23,351 Est. Cost $34.33 Unrealized +97.8%
PSX Phillips 66 0.5%
Value ($000) $1,542 Shares 11,340 Est. Cost $60.83 Unrealized +107.8%
TT Trane Technologies PLC 0.4%
Value ($000) $1,492 Shares 3,535 Est. Cost $94.44 Unrealized +351.7%
ZBRA Zebra Technologies Corp Cl 0.4%
Value ($000) $1,422 Shares 4,786 Est. Cost $268.44 Unrealized +19.0%
MRSH Marsh & McLennan Cos Inc 0.4%
Value ($000) $1,352 Shares 6,711 Est. Cost $131.41 Unrealized +55.2%
NEE Nextera Energy Inc 0.4%
Value ($000) $1,265 Shares 16,752 Est. Cost $63.31 Unrealized +14.1%
SCHW Charles Schwab Corp 0.4%
Value ($000) $1,205 Shares 12,623 Est. Cost $69.15 Unrealized +36.7%
TXN Texas Instruments Inc 0.4%
Value ($000) $1,188 Shares 6,465 Est. Cost $155.99 Unrealized +23.9%
CI Cigna Corp 0.3%
Value ($000) $1,154 Shares 4,003 Est. Cost $161.03 Unrealized +82.1%
PYPL PayPal Holdings Inc 0.3%
Value ($000) $1,140 Shares 17,002 Est. Cost $75.64 Unrealized -7.0%
WMT Wal Mart Inc. 0.3%
Value ($000) $1,131 Shares 10,971 Est. Cost $73.58 Unrealized +34.9%
UNH UnitedHealth Care Group 0.3%
Value ($000) $1,086 Shares 3,145 Est. Cost $312.65 Unrealized -4.4%
BRK/B Berkshire Hathaway Cl B 0.3%
Value ($000) $1,068 Shares 2,125 Est. Cost $452.04 Unrealized +7.1%
CMI Cummins Inc 0.3%
Value ($000) $1,057 Shares 2,503 Est. Cost $194.71 Unrealized +95.5%
BDX Becton Dickinson & Co 0.3%
Value ($000) $1,057 Shares 5,646 Est. Cost $184.79 Unrealized -0.4%
MDLZ Mondelez International Inc 0.3%
Value ($000) $1,001 Shares 16,018 Est. Cost $56.87 Unrealized +11.5%
TRV Travelers Companies Inc 0.3%
Value ($000) $988 Shares 3,538 Est. Cost $102.46 Unrealized +159.5%
META Meta Platforms Inc. 0.3%
Value ($000) $939 Shares 1,279 Est. Cost $220.50 Unrealized +237.1%
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) $901 Shares 31,193 Est. Cost $30.95 Unrealized
BA Boeing Co 0.3%
Value ($000) $897 Shares 4,155 Est. Cost $164.73 Unrealized +36.9%
VUG Vanguard Growth ETF 0.3%
Value ($000) $848 Shares 1,769 Est. Cost $112.04 Unrealized
IJH iShares S&P Midcap 400 0.2%
Value ($000) $839 Shares 12,862 Est. Cost $83.12 Unrealized
RTX RTX Corp 0.2%
Value ($000) $830 Shares 4,958 Est. Cost $57.21 Unrealized +169.7%
MAS Masco Corp 0.2%
Value ($000) $816 Shares 11,587 Est. Cost $63.15 Unrealized +10.7%
PFF iShares Preferred & Income Sec ETF 0.2%
Value ($000) $789 Shares 24,961 Est. Cost $33.56 Unrealized
SYF Synchrony Financial 0.2%
Value ($000) $751 Shares 10,568 Est. Cost $24.81 Unrealized +190.3%
TGT Target Corp 0.2%
Value ($000) $748 Shares 8,341 Est. Cost $88.24 Unrealized +9.6%
DNP Select Income Fund Inc 0.2%
Value ($000) $740 Shares 73,914 Est. Cost $1.36 Unrealized
APD Air Products & Chemicals 0.2%
Value ($000) $739 Shares 2,710 Est. Cost $251.92 Unrealized +13.3%
TJX TJX Companies Inc 0.2%
Value ($000) $723 Shares 5,000 Est. Cost $117.72 Unrealized +12.4%
CSCO Cisco Systems Inc 0.2%
Value ($000) $696 Shares 10,178 Est. Cost $34.98 Unrealized +92.7%
DELL Dell Technologies C 0.2%
Value ($000) $690 Shares 4,869 Est. Cost $109.69 Unrealized +17.8%
IGIB IShares 5-10 Year Investment Grade Corp 0.2%
Value ($000) $688 Shares 12,725 Est. Cost $51.74 Unrealized
CMG Chipotle Mexican Grill Inc 0.2%
Value ($000) $658 Shares 16,798 Est. Cost $56.49 Unrealized -20.3%
MA Mastercard Inc 0.2%
Value ($000) $623 Shares 1,096 Est. Cost $130.00 Unrealized +341.1%
GEV GE Vernova LLC 0.2%
Value ($000) $623 Shares 1,013 Est. Cost $235.41 Unrealized +157.2%
SHEL Shell PLC - ADR 0.2%
Value ($000) $610 Shares 8,526 Est. Cost $54.92 Unrealized
TSLA TESLA Inc 0.2%
Value ($000) $606 Shares 1,363 Est. Cost $335.51 Unrealized +3.4%
REGN Regeneron Pharmaceuticals 0.2%
Value ($000) $592 Shares 1,052 Est. Cost $623.11 Unrealized -9.4%
USB US Bancorp 0.2%
Value ($000) $584 Shares 12,085 Est. Cost $32.17 Unrealized +44.1%
LOW Lowe's Companies Inc 0.2%
Value ($000) $545 Shares 2,170 Est. Cost $146.97 Unrealized +66.2%
BAC Bank of America Corp 0.2%
Value ($000) $535 Shares 10,368 Est. Cost $28.15 Unrealized +71.7%
BLK Blackrock Funding Inc/DE 0.2%
Value ($000) $520 Shares 446 Est. Cost $988.58 Unrealized +12.2%
CARR Carrier Global 0.2%
Value ($000) $520 Shares 8,705 Est. Cost $37.72 Unrealized +79.3%
ROP Roper Industries 0.2%
Value ($000) $517 Shares 1,037 Est. Cost $369.74 Unrealized +43.7%
IEF iShares 7-10 Year Treasury Bond ETF 0.2%
Value ($000) $513 Shares 5,317 Est. Cost $104.53 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $510 Shares 6,084 Est. Cost $52.95 Unrealized +52.0%
DIA SPDR Dow Jones Indu Avg Tr 0.1%
Value ($000) $498 Shares 1,073 Est. Cost $397.97 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $494 Shares 2,492 Est. Cost $177.02 Unrealized +12.1%
MCK McKesson Corp W/RTS 0.1%
Value ($000) $489 Shares 633 Est. Cost $333.22 Unrealized +111.0%
OXY Occidental Petroleum Corp 0.1%
Value ($000) $473 Shares 10,000 Est. Cost $49.29 Unrealized -9.2%
USHY IShares Broad USD HY Corp Bond ETF 0.1%
Value ($000) $450 Shares 11,922 Est. Cost $37.33 Unrealized
IGSB IShares 1-5 Year Investment Grade Corp 0.1%
Value ($000) $435 Shares 8,204 Est. Cost $51.40 Unrealized
GE General Electric Co. 0.1%
Value ($000) $426 Shares 1,416 Est. Cost $64.35 Unrealized +323.8%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $415 Shares 5,000 Est. Cost $86.60 Unrealized
VMBS Vanguard MBS ETF 0.1%
Value ($000) $364 Shares 7,741 Est. Cost $45.85 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $360 Shares 3,423 Est. Cost $112.73 Unrealized -2.4%
ETSY Etsy Inc. 0.1%
Value ($000) $345 Shares 5,197 Est. Cost $50.21 Unrealized +18.9%
PFE Pfizer Inc 0.1%
Value ($000) $337 Shares 13,208 Est. Cost $20.88 Unrealized +15.6%
MS Morgan Stanley 0.1%
Value ($000) $336 Shares 2,114 Est. Cost $78.59 Unrealized +86.3%
COP ConocoPhillips 0.1%
Value ($000) $332 Shares 3,510 Est. Cost $43.22 Unrealized +115.8%
MDT Medtronic PLC 0.1%
Value ($000) $328 Shares 3,448 Est. Cost $65.89 Unrealized +38.5%
CSX CSX Corp 0.1%
Value ($000) $325 Shares 9,162 Est. Cost $28.41 Unrealized +19.4%
VZ Verizon Communications Inc 0.1%
Value ($000) $317 Shares 7,212 Est. Cost $33.48 Unrealized +26.9%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $283 Shares 3,093 Est. Cost $75.56 Unrealized +19.3%
AMGN Amgen Inc 0.1%
Value ($000) $281 Shares 996 Est. Cost $145.22 Unrealized +97.3%
VCLT Vanguard Long-Term Corp Bond ETF 0.1%
Value ($000) $266 Shares 3,425 Est. Cost $76.39 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $263 Shares 5,356 Est. Cost $25.52 Unrealized +84.0%
SYY Sysco Corp 0.1%
Value ($000) $262 Shares 3,185 Est. Cost $65.99 Unrealized +19.5%
INTC Intel Corp 0.1%
Value ($000) $256 Shares 7,635 Est. Cost $33.60 Unrealized -27.9%
BKLN Invesco Senior Loan ETF 0.1%
Value ($000) $253 Shares 12,073 Est. Cost $21.14 Unrealized
Brunswick Corp 6.5 Pfd 0.1%
Value ($000) $235 Shares 9,338 Est. Cost $26.88 Unrealized
National Rural Util Corp 5.5 Pfd 0.1%
Value ($000) $233 Shares 9,612 Est. Cost $26.43 Unrealized
AMP Ameriprise Financial Inc 0.1%
Value ($000) $226 Shares 460 Est. Cost $301.92 Unrealized +69.0%
EXC Exelon Corporation 0.1%
Value ($000) $218 Shares 4,840 Est. Cost $35.57 Unrealized +21.9%
Nextera Energy Capital 5.65 Pfd 0.1%
Value ($000) $218 Shares 8,948 Est. Cost $28.05 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $214 Shares 820 Est. Cost $104.95 Unrealized +145.2%
ORCL Oracle Corp 0.1%
Value ($000) $202 Shares 719 Est. Cost $73.20 Unrealized +247.2%
KVUE Kenvue Inc. 0.1%
Value ($000) $197 Shares 12,143 Est. Cost $20.98 Unrealized -4.4%
Southern Co 4.20 Pfd 0.1%
Value ($000) $187 Shares 10,100 Est. Cost $24.85 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $187 Shares 6,595 Est. Cost $15.75 Unrealized +71.2%
HYG iShares iBoxx USD High Yield Corp Bd ETF 0.1%
Value ($000) $175 Shares 2,158 Est. Cost $77.01 Unrealized
SPTL SPDR Port Long Term Treasury ETF 0.0%
Value ($000) $159 Shares 5,896 Est. Cost $34.12 Unrealized
JNK SPDR BBG Barclays High Yld Bond 0.0%
Value ($000) $151 Shares 1,541 Est. Cost $95.32 Unrealized
HPQ HP Inc 0.0%
Value ($000) $142 Shares 5,232 Est. Cost $26.29 Unrealized -0.6%
XLF Financial Sel Sec SPDR Fd 0.0%
Value ($000) $135 Shares 2,506 Est. Cost $45.51 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $133 Shares 2,907 Est. Cost $37.15 Unrealized +19.3%
MMM 3M Company 0.0%
Value ($000) $131 Shares 847 Est. Cost $121.15 Unrealized +26.4%
EOG EOG Resources Inc 0.0%
Value ($000) $124 Shares 1,103 Est. Cost $75.03 Unrealized +57.2%
MPLX MPLX LP 0.0%
Value ($000) $123 Shares 2,465 Est. Cost $35.41 Unrealized
IR Ingersol-Rand Inc 0.0%
Value ($000) $122 Shares 1,472 Est. Cost $53.88 Unrealized +52.1%
OKE Oneok Inc New 0.0%
Value ($000) $121 Shares 1,659 Est. Cost $55.00 Unrealized +36.5%
T AT & T Inc 0.0%
Value ($000) $114 Shares 4,025 Est. Cost $15.11 Unrealized +85.8%
CL Colgate-Palmolive Co 0.0%
Value ($000) $108 Shares 1,350 Est. Cost $69.73 Unrealized +21.4%
LQD iShares iBoxx Inv Grade Corp Bd ETF 0.0%
Value ($000) $108 Shares 965 Est. Cost $108.46 Unrealized
SPMO Invesco S&P500 Momentum 0.0%
Value ($000) $105 Shares 870 Est. Cost $121.06 Unrealized
VPU Vanguard World Fds Utiliti 0.0%
Value ($000) $104 Shares 550 Est. Cost $147.92 Unrealized
HCA HCA Holdings Inc 0.0%
Value ($000) $99 Shares 232 Est. Cost $218.18 Unrealized +77.1%
KLAC KLA-Tencor Corporation 0.0%
Value ($000) $91 Shares 84 Est. Cost $337.92 Unrealized +175.3%
MO Altria Group Inc 0.0%
Value ($000) $82 Shares 1,244 Est. Cost $35.19 Unrealized +74.5%
SJNK SPDR Barclays ST HY Bond 0.0%
Value ($000) $81 Shares 3,162 Est. Cost $26.28 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $81 Shares 638 Est. Cost $106.57 Unrealized +28.7%
TSM Taiwan Semiconductor ADR 0.0%
Value ($000) $80 Shares 287 Est. Cost $74.49 Unrealized
MCD McDonald's Corp 0.0%
Value ($000) $78 Shares 257 Est. Cost $245.25 Unrealized +22.9%
YUM Yum Brands Inc 0.0%
Value ($000) $78 Shares 510 Est. Cost $114.06 Unrealized +28.1%
COF Capital One Financial Corp 0.0%
Value ($000) $73 Shares 344 Est. Cost $139.87 Unrealized +55.7%
SO Southern Company 0.0%
Value ($000) $71 Shares 746 Est. Cost $59.62 Unrealized +54.7%
PSA Public Storage 0.0%
Value ($000) $69 Shares 240 Est. Cost $256.48 Unrealized +9.8%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $69 Shares 356 Est. Cost $106.44 Unrealized +63.9%
CAH Cardinal Health Inc 0.0%
Value ($000) $67 Shares 425 Est. Cost $71.56 Unrealized +114.6%
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $66 Shares 675 Est. Cost $112.86 Unrealized -12.6%
EPD Enterprise Products Part 0.0%
Value ($000) $62 Shares 1,980 Est. Cost $25.35 Unrealized
BAESY BAE Systems PLC ADR 0.0%
Value ($000) $62 Shares 556 Est. Cost $41.19 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $60 Shares 487 Est. Cost $84.81 Unrealized +41.2%
Reinsurance GRP of Amer VRN Pfd 0.0%
Value ($000) $59 Shares 2,366 Est. Cost $23.12 Unrealized
NSRGY Nestle Spon ADR 0.0%
Value ($000) $59 Shares 641 Est. Cost $100.55 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $58 Shares 264 Est. Cost $153.18 Unrealized +46.0%
PGR Progressive Corp 0.0%
Value ($000) $58 Shares 234 Est. Cost $115.68 Unrealized +100.3%
TEL TE Connectivity PLC 0.0%
Value ($000) $57 Shares 260 Est. Cost $146.90 Unrealized +36.2%
TAP Molson Coors Brewing Co-B 0.0%
Value ($000) $57 Shares 1,250 Est. Cost $46.45 Unrealized +4.5%
CB Chubb Ltd 0.0%
Value ($000) $56 Shares 200 Est. Cost $199.93 Unrealized +37.7%
COR Cencora Inc. 0.0%
Value ($000) $55 Shares 177 Est. Cost $153.47 Unrealized +91.2%
KMB Kimberly Clark Corp 0.0%
Value ($000) $55 Shares 444 Est. Cost $112.73 Unrealized +12.5%
IBIT Ishares Bitcoin Trust ETF 0.0%
Value ($000) $54 Shares 830 Est. Cost $61.21 Unrealized
MKL Markel Corp 0.0%
Value ($000) $54 Shares 28 Est. Cost $1960.42 Unrealized 0.0%
GWW W.W. Grainger Inc 0.0%
Value ($000) $53 Shares 56 Est. Cost $548.52 Unrealized +82.4%
VGT Vanguard Info Tech ETF 0.0%
Value ($000) $53 Shares 71 Est. Cost $319.42 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $52 Shares 114 Est. Cost $241.04 Unrealized +86.0%
SCCO Southern Copper Corp 0.0%
Value ($000) $52 Shares 427 Est. Cost $47.00 Unrealized +107.9%
AEP American Electric Power 0.0%
Value ($000) $52 Shares 460 Est. Cost $80.91 Unrealized +33.7%
PM Philip Morris Intl Inc 0.0%
Value ($000) $52 Shares 318 Est. Cost $83.91 Unrealized +96.9%
CEG Constellation Energy 0.0%
Value ($000) $49 Shares 150 Est. Cost $87.71 Unrealized +267.3%
AON Aon Plc - Class A 0.0%
Value ($000) $49 Shares 138 Est. Cost $285.70 Unrealized +26.5%
WAT Waters Corp 0.0%
Value ($000) $48 Shares 160 Est. Cost $316.35 Unrealized -4.6%
NI NiSource Inc 0.0%
Value ($000) $47 Shares 1,076 Est. Cost $23.70 Unrealized +73.2%
MITSY Mitsui & Co Ltd ADR 0.0%
Value ($000) $46 Shares 93 Est. Cost $516.01 Unrealized
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $45 Shares 622 Est. Cost $30.46 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $43.86 Unrealized -21.7%
CNP Centerpoint Energy 0.0%
Value ($000) $44 Shares 1,132 Est. Cost $26.78 Unrealized +39.8%
VEU Vanguard FTSE All-World Fd 0.0%
Value ($000) $43 Shares 607 Est. Cost $50.14 Unrealized
ALIZY Allianz SE Unsp ADR 0.0%
Value ($000) $43 Shares 1,025 Est. Cost $21.44 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $42 Shares 462 Est. Cost $82.48 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $41 Shares 228 Est. Cost $59.61 Unrealized +174.1%
DBSDY DBS Group Hldgs Ltd ADR 0.0%
Value ($000) $39 Shares 246 Est. Cost $101.54 Unrealized
EQR Equity Residential 0.0%
Value ($000) $39 Shares 600 Est. Cost $54.69 Unrealized +17.1%
Unilever PLC-Sponsored ADR 0.0%
Value ($000) $38 Shares 645 Est. Cost $45.82 Unrealized
VWO Vanguard MSCI Emerging Mkt 0.0%
Value ($000) $38 Shares 700 Est. Cost $38.98 Unrealized
PEG Public Serv Enterprise Grp 0.0%
Value ($000) $37 Shares 448 Est. Cost $52.12 Unrealized +58.7%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.0%
Value ($000) $36 Shares 298 Est. Cost $145.12 Unrealized
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $36 Shares 2,238 Est. Cost $6.67 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $35 Shares 261 Est. Cost $129.61 Unrealized +8.4%
AXAHY AXA Spons ADR 0.0%
Value ($000) $35 Shares 740 Est. Cost $27.81 Unrealized
SUB iShares Short-term Ntl Muni Bond ETF 0.0%
Value ($000) $35 Shares 329 Est. Cost $104.27 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $34 Shares 850 Est. Cost $32.63 Unrealized +15.8%
ED Consolidated Edison Inc 0.0%
Value ($000) $34 Shares 339 Est. Cost $81.67 Unrealized +21.4%
D Dominion Resources Inc 0.0%
Value ($000) $34 Shares 557 Est. Cost $53.65 Unrealized +8.7%
STIP iShares 0-5yr TIPS Bond ETF 0.0%
Value ($000) $34 Shares 329 Est. Cost $96.96 Unrealized
FIS Fidelity National Info Serv 0.0%
Value ($000) $33 Shares 500 Est. Cost $65.44 Unrealized +10.2%
CVS CVS Health Corp 0.0%
Value ($000) $33 Shares 435 Est. Cost $85.94 Unrealized -21.1%
Gabelli Equity Trust 0.0%
Value ($000) $32 Shares 5,280 Est. Cost $5.20 Unrealized
BTI British American TOB-SP ADR 0.0%
Value ($000) $32 Shares 600 Est. Cost $30.50 Unrealized
SIEGY Siemens AG-Spons ADR 0.0%
Value ($000) $32 Shares 234 Est. Cost $69.18 Unrealized
VCR Vanguard Cons Discretionary 0.0%
Value ($000) $31 Shares 79 Est. Cost $219.03 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $31 Shares 104 Est. Cost $220.43 Unrealized +25.2%
SPGI S & P Global Inc 0.0%
Value ($000) $31 Shares 64 Est. Cost $321.12 Unrealized +66.2%
JCI Johnson Controls International 0.0%
Value ($000) $31 Shares 280 Est. Cost $57.70 Unrealized +85.2%
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $30 Shares 334 Est. Cost $83.25 Unrealized
HSBC HSBC Holdings Plc Spon ADR 0.0%
Value ($000) $30 Shares 416 Est. Cost $31.16 Unrealized
IBDRY Iberdrola SA-Sponsored ADR 0.0%
Value ($000) $29 Shares 387 Est. Cost $46.66 Unrealized
GBTC Grayscale Bitcoin Trust 0.0%
Value ($000) $29 Shares 326 Est. Cost $67.96 Unrealized
IHG Intercontinental Hotels ADR 0.0%
Value ($000) $29 Shares 239 Est. Cost $58.34 Unrealized
SPG Simon Property Group LP 0.0%
Value ($000) $29 Shares 153 Est. Cost $93.48 Unrealized +80.9%
ENB Enbridge Inc 0.0%
Value ($000) $28 Shares 564 Est. Cost $31.84 Unrealized +44.8%
AMJB Alerian MLP ETN 2044 0.0%
Value ($000) $28 Shares 943 Est. Cost $28.94 Unrealized
TM Toyota Motor Corp ADR 0.0%
Value ($000) $27 Shares 141 Est. Cost $136.58 Unrealized
LHX L3Harris Technologies Inc. 0.0%
Value ($000) $26 Shares 86 Est. Cost $211.01 Unrealized +28.6%
WEC WEC Energy Group Inc 0.0%
Value ($000) $26 Shares 228 Est. Cost $82.72 Unrealized +29.5%
IX Orix Corp Spon ADR 0.0%
Value ($000) $25 Shares 965 Est. Cost $32.82 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $25 Shares 193 Est. Cost $90.72 Unrealized
NTTYY Nippon Teleg & Tel Sp ADR 0.0%
Value ($000) $24 Shares 928 Est. Cost $28.51 Unrealized
PAA Plains All American Pipe 0.0%
Value ($000) $24 Shares 1,423 Est. Cost $11.76 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $24 Shares 1,385 Est. Cost $12.67 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $23 Shares 805 Est. Cost $17.46 Unrealized +72.9%
KEYS Keysight Technologies Inc W/I 0.0%
Value ($000) $23 Shares 132 Est. Cost $68.31 Unrealized +144.0%
KMTUY Komatsu Ltd Spons ADR 0.0%
Value ($000) $22 Shares 629 Est. Cost $21.80 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $22 Shares 425 Est. Cost $50.84 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $21 Shares 264 Est. Cost $64.60 Unrealized +16.2%
DRI Darden Restaurants Inc 0.0%
Value ($000) $20 Shares 107 Est. Cost $126.33 Unrealized +61.3%
American Financial Group 5.875 Pfd 0.0%
Value ($000) $20 Shares 876 Est. Cost $22.59 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $20 Shares 242 Est. Cost $66.68 Unrealized +11.5%
DIS Disney (Walt) Co/The 0.0%
Value ($000) $19 Shares 170 Est. Cost $128.66 Unrealized -9.1%
FISV Fiserv Inc 0.0%
Value ($000) $19 Shares 149 Est. Cost $99.59 Unrealized +43.9%
IDXX Idexx Labs Inc 0.0%
Value ($000) $19 Shares 30 Est. Cost $388.17 Unrealized +56.4%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $19 Shares 73 Est. Cost $248.05 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $18 Shares 56 Est. Cost $484.45 Unrealized -36.4%
BAB Invesco Taxable Muni ETF 0.0%
Value ($000) $18 Shares 663 Est. Cost $27.29 Unrealized
GSK GlaxoSmithKline PLC 0.0%
Value ($000) $18 Shares 419 Est. Cost $36.95 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $18 Shares 106 Est. Cost $114.07 Unrealized +29.6%
GIS General Mills Inc 0.0%
Value ($000) $18 Shares 355 Est. Cost $72.93 Unrealized -32.2%
UNP Union Pacific Corp 0.0%
Value ($000) $18 Shares 75 Est. Cost $190.19 Unrealized +17.3%
RIO Rio Tinto PLC-SPON ADR 0.0%
Value ($000) $18 Shares 267 Est. Cost $71.20 Unrealized
LAZ Lazard Inc. 0.0%
Value ($000) $17 Shares 317 Est. Cost $38.95 Unrealized +38.5%
BHP BHP Limited Spons ADR 0.0%
Value ($000) $17 Shares 297 Est. Cost $62.05 Unrealized
FE FirstEnergy 0.0%
Value ($000) $16 Shares 357 Est. Cost $34.36 Unrealized +22.6%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $16 Shares 55 Est. Cost $182.64 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $16 Shares 97 Est. Cost $53.81 Unrealized +137.5%
Total SA-Spon ADR 0.0%
Value ($000) $16 Shares 266 Est. Cost $62.08 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $16 Shares 100 Est. Cost $94.86 Unrealized +58.4%
FDX FedEx Corp 0.0%
Value ($000) $16 Shares 66 Est. Cost $155.01 Unrealized +47.3%
IMCB iShares Morningstar Mid Co 0.0%
Value ($000) $15 Shares 184 Est. Cost $58.67 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $15 Shares 320 Est. Cost $48.43 Unrealized
TFI SPDR Investment Grade Muni 0.0%
Value ($000) $15 Shares 331 Est. Cost $45.57 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $15 Shares 326 Est. Cost $29.92 Unrealized +43.8%
Kimco Realty Corp 5.25 Pfd 0.0%
Value ($000) $14 Shares 655 Est. Cost $20.16 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $14 Shares 29 Est. Cost $426.55 Unrealized +5.1%
BNPQY BNP Paribas ADR 0.0%
Value ($000) $14 Shares 315 Est. Cost $28.42 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $14 Shares 560 Est. Cost $13.48 Unrealized +62.4%
F Ford Motor Company 0.0%
Value ($000) $14 Shares 1,139 Est. Cost $10.07 Unrealized +12.5%
NTRS Northern Trust Corp 0.0%
Value ($000) $13 Shares 95 Est. Cost $78.90 Unrealized +61.4%
PAGP Plains GP Holdings LP-CL A 0.0%
Value ($000) $13 Shares 700 Est. Cost $18.25 Unrealized
SOLV Solventum Corp 0.0%
Value ($000) $13 Shares 173 Est. Cost $60.70 Unrealized +20.8%
INFY Infosys Ltd-SP ADR 0.0%
Value ($000) $12 Shares 754 Est. Cost $18.01 Unrealized
VDC Vanguard Consumer Staples 0.0%
Value ($000) $12 Shares 57 Est. Cost $191.57 Unrealized
ERIC Ericsson LM TEL-SP ADR 0.0%
Value ($000) $12 Shares 1,456 Est. Cost $5.84 Unrealized
VTRS Viatris Inc. 0.0%
Value ($000) $12 Shares 1,198 Est. Cost $9.05 Unrealized +5.6%
VFH Vanguard Financials ETF 0.0%
Value ($000) $11 Shares 87 Est. Cost $82.73 Unrealized
CAJPY Canon Inc SP ADR 0.0%
Value ($000) $11 Shares 382 Est. Cost $21.68 Unrealized
WBD Warner Bros Discovery Inc. 0.0%
Value ($000) $11 Shares 562 Est. Cost $11.29 Unrealized +20.7%
DEO Diageo PLC-Sponsored ADR 0.0%
Value ($000) $11 Shares 114 Est. Cost $178.19 Unrealized
EIX Edison International 0.0%
Value ($000) $11 Shares 195 Est. Cost $53.19 Unrealized -0.2%
GPC Genuine Parts Co 0.0%
Value ($000) $11 Shares 77 Est. Cost $159.11 Unrealized -16.8%
Goldman Sachs Gp 4 Pfd 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.52 Unrealized
GLW Corning Inc 0.0%
Value ($000) $10 Shares 125 Est. Cost $29.73 Unrealized +118.6%
BASFY BASF SE ADR 0.0%
Value ($000) $10 Shares 806 Est. Cost $12.38 Unrealized
WU Western Union Co 0.0%
Value ($000) $10 Shares 1,217 Est. Cost $13.77 Unrealized
PINS Pinterest Inc. 0.0%
Value ($000) $10 Shares 300 Est. Cost $27.45 Unrealized +32.1%
Calamos Strategic Total Re 0.0%
Value ($000) $10 Shares 500 Est. Cost $16.37 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $10 Shares 115 Est. Cost $76.60 Unrealized +2.7%
E Eni Spa-Sponsored ADR 0.0%
Value ($000) $9 Shares 258 Est. Cost $28.66 Unrealized
Interpublic Group of COS 0.0%
Value ($000) $9 Shares 314 Est. Cost $27.45 Unrealized -6.8%
IDU iShares DJ US Util Sector 0.0%
Value ($000) $9 Shares 79 Est. Cost $86.54 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $9 Shares 42 Est. Cost $170.21 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $9 Shares 511 Est. Cost $18.13 Unrealized +0.5%
ORI Old Republic Intl Corp 0.0%
Value ($000) $8 Shares 200 Est. Cost $24.46 Unrealized +47.3%
LW Lamb Weston Holding Inc. 0.0%
Value ($000) $8 Shares 143 Est. Cost $80.41 Unrealized -32.6%
MET Metlife Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.02 Unrealized +18.0%
VLTO Veralto Corp 0.0%
Value ($000) $8 Shares 75 Est. Cost $84.56 Unrealized +24.5%
CAG Conagra Inc 0.0%
Value ($000) $8 Shares 431 Est. Cost $30.96 Unrealized -39.7%
HMC Honda Motor Co Ltd ADR 0.0%
Value ($000) $8 Shares 250 Est. Cost $22.86 Unrealized
REZI Resideo Technologies Inc. 0.0%
Value ($000) $8 Shares 178 Est. Cost $18.13 Unrealized +72.3%
EMB iShares JP Morgan EMB 0.0%
Value ($000) $8 Shares 80 Est. Cost $89.34 Unrealized
IVOL Quadratic Int Rate Vol ETF 0.0%
Value ($000) $8 Shares 389 Est. Cost $19.56 Unrealized
SUN Sunoco LP 0.0%
Value ($000) $7 Shares 146 Est. Cost $56.54 Unrealized
IP International Paper Co 0.0%
Value ($000) $7 Shares 156 Est. Cost $29.99 Unrealized +60.0%
PIMCO Corporate Opportunity 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.31 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $7 Shares 91 Est. Cost $25.00 Unrealized +24.6%
ROK Rockwell Automation Inc 0.0%
Value ($000) $7 Shares 20 Est. Cost $237.86 Unrealized +44.4%
Adams Express Co 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.52 Unrealized
FBIN Fortune Brands Innovations Inc. 0.0%
Value ($000) $7 Shares 123 Est. Cost $49.85 Unrealized +11.7%
RHI Robert Half Inc. 0.0%
Value ($000) $7 Shares 192 Est. Cost $76.28 Unrealized -50.8%
O Realty Income Corp 0.0%
Value ($000) $6 Shares 103 Est. Cost $49.55 Unrealized +14.9%
CTVA Corteva Inc. 0.0%
Value ($000) $6 Shares 91 Est. Cost $61.14 Unrealized +18.0%
IVZ Invesco Ltd 0.0%
Value ($000) $6 Shares 267 Est. Cost $14.76 Unrealized +38.7%
LYB Lyondellbasell Indu Cl A 0.0%
Value ($000) $6 Shares 117 Est. Cost $66.35 Unrealized -18.6%
FCX Freeport-McMoran Copper-B 0.0%
Value ($000) $6 Shares 144 Est. Cost $33.48 Unrealized +29.0%
VOD Vodafone Group PLC 0.0%
Value ($000) $6 Shares 475 Est. Cost $10.12 Unrealized
EPSN Epsilon Energy LTD 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.57 Unrealized +29.9%
BBWI Bath & Body Works Inc. 0.0%
Value ($000) $5 Shares 195 Est. Cost $34.20 Unrealized -15.5%
DVY iShares Trust DJ Select 0.0%
Value ($000) $5 Shares 35 Est. Cost $142.11 Unrealized
AA Alcoa Inc 0.0%
Value ($000) $5 Shares 149 Est. Cost $41.94 Unrealized -26.2%
GEHC GE Healthcare Technology 0.0%
Value ($000) $5 Shares 65 Est. Cost $71.08 Unrealized +4.9%
FLR Fluor Corp (New) 0.0%
Value ($000) $5 Shares 116 Est. Cost $31.93 Unrealized +44.1%
IYZ iShares DJ US Telecommunic 0.0%
Value ($000) $5 Shares 150 Est. Cost $22.43 Unrealized
USAC USA Compression Partners LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.73 Unrealized
UPS United Parcel Services B 0.0%
Value ($000) $5 Shares 57 Est. Cost $94.20 Unrealized -6.4%
ADP Automatic Data Processing 0.0%
Value ($000) $4 Shares 15 Est. Cost $228.99 Unrealized +30.0%
Gabelli Utility Trust 0.0%
Value ($000) $4 Shares 720 Est. Cost $7.51 Unrealized
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
QYLD Global X Funds ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.63 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $4 Shares 25 Est. Cost $102.74 Unrealized +66.1%
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
Alliancebernstein Gbl Hgh 0.0%
Value ($000) $4 Shares 350 Est. Cost $10.48 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $4 Shares 80 Est. Cost $47.79 Unrealized +2.9%
DFIN Donnelley Financial Solutions 0.0%
Value ($000) $4 Shares 76 Est. Cost $37.49 Unrealized +52.2%
VDE Vanguard Energy ETF 0.0%
Value ($000) $4 Shares 31 Est. Cost $121.28 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $4 Shares 35 Est. Cost $41.86 Unrealized +154.4%
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
WPP WPP PLC-Spon ADR 0.0%
Value ($000) $4 Shares 150 Est. Cost $49.16 Unrealized
PCY Invesco Emerging Markets Sovereign Debt 0.0%
Value ($000) $4 Shares 173 Est. Cost $21.56 Unrealized
HOG Harley-Davidson Inc 0.0%
Value ($000) $4 Shares 132 Est. Cost $42.57 Unrealized -37.0%
CHTR Charter Communications Inc 0.0%
Value ($000) $4 Shares 13 Est. Cost $351.41 Unrealized -14.0%
KD Kyndryl Holdings 0.0%
Value ($000) $4 Shares 117 Est. Cost $10.06 Unrealized +241.4%
AT&T Inc. 4.75 Pfd 0.0%
Value ($000) $3 Shares 165 Est. Cost $17.63 Unrealized
JPMorgan Chase & Co. 6 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.68 Unrealized
Liberty All Star Equity Fd 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.15 Unrealized
Duke Energy Corp 5.75 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.63 Unrealized
Fifth Third Bancorp 4.95 Pfd 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.71 Unrealized
CLF Cleveland - Cliffs Inc 0.0%
Value ($000) $3 Shares 254 Est. Cost $15.06 Unrealized -30.2%
BXP BXP Inc. 0.0%
Value ($000) $3 Shares 41 Est. Cost $58.78 Unrealized +17.8%
AFL Aflac Inc 0.0%
Value ($000) $3 Shares 27 Est. Cost $62.49 Unrealized +66.7%
Unum Group 6.25 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.15 Unrealized
AGG iShares Barclays Agg Bond 0.0%
Value ($000) $3 Shares 30 Est. Cost $110.14 Unrealized
Ford Motor Co 6.5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.75 Unrealized
Georgia Power Co 5 Pfd 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.61 Unrealized
First Horizon Corp 4.7 Pfd 0.0%
Value ($000) $3 Shares 160 Est. Cost $18.26 Unrealized
CMS CMS Energy Corp 0.0%
Value ($000) $3 Shares 39 Est. Cost $53.55 Unrealized +32.7%
CDP Corporate Office Property 0.0%
Value ($000) $3 Shares 95 Est. Cost $25.94 Unrealized
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
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) $3 Shares 125 Est. Cost $19.09 Unrealized
US Bank 4.00 Pfd 0.0%
Value ($000) $3 Shares 150 Est. Cost $24.87 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $186.71 Unrealized +9.6%
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 +30.6%
DVA Davita Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $77.66 Unrealized +76.8%
ALC Alcon Inc. 0.0%
Value ($000) $2 Shares 32 Est. Cost $63.16 Unrealized +32.1%
FUN Six Flags Entertainment Corp 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.74 Unrealized -41.9%
DOW Dow Inc 0.0%
Value ($000) $2 Shares 91 Est. Cost $40.52 Unrealized -40.0%
ACLLY Accelleron Industries AG 0.0%
Value ($000) $2 Shares 24 Est. Cost $20.69 Unrealized
DOV Dover Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $127.77 Unrealized +39.8%
SDZNY Sandoz Group AG ADR 0.0%
Value ($000) $2 Shares 32 Est. Cost $32.15 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $2 Shares 211 Est. Cost $8.00 Unrealized
BTC Grayscale Bitcn Mini Tru ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $41.86 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $2 Shares 9 Est. Cost $93.96 Unrealized +109.7%
NGL NGL Energy Partners LP 0.0%
Value ($000) $2 Shares 300 Est. Cost $5.06 Unrealized
NTAP NetApp Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $61.60 Unrealized +79.8%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $87.06 Unrealized -11.5%
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $86.71 Unrealized +19.1%
VNO Vornado Realty Trust 0.0%
Value ($000) $2 Shares 40 Est. Cost $20.80 Unrealized
MBC Masterbrand Inc. 0.0%
Value ($000) $2 Shares 123 Est. Cost $8.19 Unrealized +50.9%
GTX Garrett Motion Inc 0.0%
Value ($000) $2 Shares 116 Est. Cost $7.03 Unrealized +80.2%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $1 Shares 78 Est. Cost $17.60 Unrealized -0.8%
VSCO Victoria's Secret 0.0%
Value ($000) $1 Shares 55 Est. Cost $39.74 Unrealized -43.5%
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $1 Shares 279 Est. Cost $11.84 Unrealized -53.4%
SONY Sony Corp Spons ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $32.19 Unrealized
CTSH Cognizant Technology Cl A 0.0%
Value ($000) $1 Shares 21 Est. Cost $55.69 Unrealized +29.0%
Gabelli Healthcare & Wellness Tr 0.0%
Value ($000) $1 Shares 152 Est. Cost $9.58 Unrealized
WDS Woodside Energy Group LTD 0.0%
Value ($000) $1 Shares 89 Est. Cost $24.21 Unrealized
SJM JM Smucker Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $133.49 Unrealized -19.9%
FRO Frontline PLC 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.03 Unrealized +68.3%
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.94 Unrealized +32.4%
MDXG Mimedx Group Inc 0.0%
Value ($000) $1 Shares 170 Est. Cost $9.10 Unrealized -23.6%
RAL Rallinat Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $49.24 Unrealized -9.7%
VNT Vontier Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $18.74 Unrealized +119.6%
OGN Organon & Company 0.0%
Value ($000) $1 Shares 93 Est. Cost $21.97 Unrealized -55.5%
SW Smurfit Westrock PLC 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.84 Unrealized +2.7%
ASIX Advansix Inc 0.0%
Value ($000) $1 Shares 49 Est. Cost $34.73 Unrealized -40.4%
IFF Intl Flavors & Fragrances 0.0%
Value ($000) $1 Shares 15 Est. Cost $89.88 Unrealized -24.5%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.87 Unrealized +4.5%
GRAL Grail Inc. 0.0%
Value ($000) $1 Shares 10 Est. Cost $16.22 Unrealized +135.6%
JBGS JBG Smith Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $19.00 Unrealized
UE Urban Edge Properties 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.10 Unrealized
SAIC Science Applications Int 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.40 Unrealized +6.0%
TRIP Tripadvisor Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $20.87 Unrealized -16.4%
NGVT Ingevity Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.50 Unrealized -26.2%
AIG American Intl Group 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.21 Unrealized +45.9%
CC Chemours Co 0.0%
Value ($000) $0 Shares 19 Est. Cost $26.65 Unrealized -46.1%
ADNT Adient PLC 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.97 Unrealized -33.2%
RMR RMR Group Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $20.62 Unrealized -24.0%
AVNS Avanos Medical Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.45 Unrealized -52.1%
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.07 Unrealized -54.2%
ONL Orion PPTYS Inc Reit 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.75 Unrealized