CHOREO, LLC Diversified Active

CIK: 0001679031 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $1,033,453 (100.0% shares, 0.0% debt)

Holdings (183)

VUG VANGUARD INDEX FDS 16.0%
Value ($000) $164,895 Shares 815,950 Est. Cost $141.01 Unrealized
IWF ISHARES TR 7.2%
Value ($000) $74,463 Shares 387,927 Est. Cost $91.04 Unrealized
VTV VANGUARD INDEX FDS 7.1%
Value ($000) $73,676 Shares 739,792 Est. Cost $99.34 Unrealized
VBK VANGUARD INDEX FDS 7.0%
Value ($000) $72,158 Shares 361,514 Est. Cost $161.36 Unrealized
IWD ISHARES TR 3.7%
Value ($000) $38,307 Shares 340,141 Est. Cost $97.79 Unrealized
VBR VANGUARD INDEX FDS 3.4%
Value ($000) $34,865 Shares 326,084 Est. Cost $114.22 Unrealized
AMLP ALPS ETF TR 3.4%
Value ($000) $34,760 Shares 1,408,447 Est. Cost $24.68 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.2%
Value ($000) $33,484 Shares 845,340 Est. Cost $38.82 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.2%
Value ($000) $33,373 Shares 860,344 Est. Cost $39.85 Unrealized
IWB ISHARES TR 3.0%
Value ($000) $31,353 Shares 182,623 Est. Cost $107.98 Unrealized
VOO VANGUARD INDEX FDS 2.3%
Value ($000) $23,753 Shares 83,384 Est. Cost $244.34 Unrealized
SCHF SCHWAB STRATEGIC TR 2.2%
Value ($000) $22,906 Shares 769,954 Est. Cost $28.66 Unrealized
USRT ISHARES TR 2.1%
Value ($000) $21,564 Shares 495,957 Est. Cost $45.95 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $20,157 Shares 65,368 Est. Cost $204.99 Unrealized
IWO ISHARES TR 1.8%
Value ($000) $18,768 Shares 90,723 Est. Cost $142.60 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $18,176 Shares 68 Est. Cost $310742.10 Unrealized -11.8%
SCHC SCHWAB STRATEGIC TR 1.7%
Value ($000) $18,053 Shares 610,530 Est. Cost $28.61 Unrealized
VV VANGUARD INDEX FDS 1.6%
Value ($000) $16,931 Shares 118,397 Est. Cost $113.29 Unrealized
IWM ISHARES TR 1.5%
Value ($000) $15,930 Shares 111,257 Est. Cost $119.16 Unrealized
IVW ISHARES TR 1.5%
Value ($000) $15,134 Shares 72,937 Est. Cost $107.86 Unrealized
VB VANGUARD INDEX FDS 1.4%
Value ($000) $14,387 Shares 98,728 Est. Cost $137.35 Unrealized
FISV FISERV INC 1.3%
Value ($000) $13,066 Shares 133,850 Est. Cost $75.46 Unrealized +33.5%
IWN ISHARES TR 1.2%
Value ($000) $12,031 Shares 123,443 Est. Cost $97.29 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $11,804 Shares 32,357 Est. Cost $33.06 Unrealized +127.1%
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $11,513 Shares 73,554 Est. Cost $111.25 Unrealized
BND VANGUARD BD INDEX FDS 1.0%
Value ($000) $10,444 Shares 118,222 Est. Cost $84.08 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $10,320 Shares 33,325 Est. Cost $204.71 Unrealized
SCZ ISHARES TR 1.0%
Value ($000) $10,293 Shares 191,953 Est. Cost $51.47 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $10,029 Shares 40,033 Est. Cost $119.62 Unrealized +67.0%
MSFT MICROSOFT CORP 0.8%
Value ($000) $8,116 Shares 39,879 Est. Cost $59.99 Unrealized +188.5%
EFA ISHARES TR 0.7%
Value ($000) $7,202 Shares 118,311 Est. Cost $67.24 Unrealized
SEIC SEI INVTS CO 0.6%
Value ($000) $6,666 Shares 121,253 Est. Cost $29.39 Unrealized +64.5%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $4,273 Shares 54,418 Est. Cost $75.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $4,037 Shares 22,614 Est. Cost $161.76 Unrealized +12.9%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $3,999 Shares 26,861 Est. Cost $128.93 Unrealized -1.5%
SSD SIMPSON MANUFACTURING CO INC 0.4%
Value ($000) $3,621 Shares 42,918 Est. Cost $73.79 Unrealized -4.7%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $3,618 Shares 51,642 Est. Cost $56.73 Unrealized -3.4%
AMZN AMAZON COM INC 0.3%
Value ($000) $2,833 Shares 1,027 Est. Cost $60.83 Unrealized +98.5%
VNQI VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,630 Shares 56,363 Est. Cost $55.31 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $2,513 Shares 13,622 Est. Cost $139.54 Unrealized +15.4%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $2,484 Shares 14,149 Est. Cost $129.28 Unrealized +16.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,462 Shares 20,594 Est. Cost $76.61 Unrealized +32.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $2,461 Shares 62,694 Est. Cost $25.96 Unrealized -3.9%
ENB ENBRIDGE INC 0.2%
Value ($000) $2,177 Shares 71,561 Est. Cost $24.83 Unrealized -15.1%
IWR ISHARES TR 0.2%
Value ($000) $2,089 Shares 38,965 Est. Cost $72.50 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,000 Shares 26,736 Est. Cost $66.69 Unrealized
V VISA INC 0.2%
Value ($000) $1,880 Shares 9,730 Est. Cost $105.42 Unrealized +66.5%
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $1,834 Shares 38,327 Est. Cost $27.30 Unrealized +49.1%
IWP ISHARES TR 0.2%
Value ($000) $1,770 Shares 11,195 Est. Cost $91.64 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1,549 Shares 1,092 Est. Cost $46.75 Unrealized +43.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,531 Shares 19,165 Est. Cost $47.22 Unrealized +43.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,509 Shares 16,914 Est. Cost $80.64 Unrealized -13.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,502 Shares 24,380 Est. Cost $54.61 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $1,432 Shares 1,013 Est. Cost $41.26 Unrealized +62.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,427 Shares 10,146 Est. Cost $91.52 Unrealized +35.7%
CSX CSX CORP 0.1%
Value ($000) $1,392 Shares 19,960 Est. Cost $10.94 Unrealized +87.5%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,361 Shares 14,471 Est. Cost $75.88 Unrealized +7.7%
IWS ISHARES TR 0.1%
Value ($000) $1,326 Shares 17,325 Est. Cost $69.08 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,215 Shares 20,307 Est. Cost $26.15 Unrealized +103.4%
PEP PEPSICO INC 0.1%
Value ($000) $1,183 Shares 8,948 Est. Cost $95.26 Unrealized +16.3%
IJR ISHARES TR 0.1%
Value ($000) $1,177 Shares 17,241 Est. Cost $88.79 Unrealized
ISCB ISHARES TR 0.1%
Value ($000) $1,129 Shares 7,456 Est. Cost $134.54 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $1,128 Shares 8,919 Est. Cost $119.36 Unrealized -11.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,104 Shares 21,600 Est. Cost $46.69 Unrealized -4.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,096 Shares 19,875 Est. Cost $31.10 Unrealized +31.0%
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,090 Shares 54,648 Est. Cost $24.04 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,078 Shares 6,060 Est. Cost $157.39 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,069 Shares 11,725 Est. Cost $75.83 Unrealized
T AT&T INC 0.1%
Value ($000) $1,034 Shares 34,191 Est. Cost $14.11 Unrealized +9.8%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $989 Shares 2,604 Est. Cost $3.96 Unrealized +103.5%
IVE ISHARES TR 0.1%
Value ($000) $962 Shares 8,889 Est. Cost $101.15 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $952 Shares 7,886 Est. Cost $101.99 Unrealized -10.4%
UNP UNION PAC CORP 0.1%
Value ($000) $943 Shares 5,578 Est. Cost $107.02 Unrealized +32.2%
META FACEBOOK INC 0.1%
Value ($000) $940 Shares 4,141 Est. Cost $158.63 Unrealized +30.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $939 Shares 24,097 Est. Cost $27.92 Unrealized +17.3%
GLD SPDR GOLD TR 0.1%
Value ($000) $912 Shares 5,451 Est. Cost $151.56 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $900 Shares 9,170 Est. Cost $45.53 Unrealized +54.8%
PFE PFIZER INC 0.1%
Value ($000) $838 Shares 25,616 Est. Cost $20.79 Unrealized +25.0%
TSLA TESLA INC 0.1%
Value ($000) $831 Shares 770 Est. Cost $27.47 Unrealized +96.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $817 Shares 5,467 Est. Cost $136.56 Unrealized -9.0%
WMT WALMART INC 0.1%
Value ($000) $810 Shares 6,761 Est. Cost $22.89 Unrealized +66.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $808 Shares 7,245 Est. Cost $94.47 Unrealized +14.2%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $796 Shares 33,533 Est. Cost $15.69 Unrealized +31.1%
KO COCA COLA CO 0.1%
Value ($000) $794 Shares 17,775 Est. Cost $31.39 Unrealized +23.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $770 Shares 10,457 Est. Cost $46.10 Unrealized +43.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $759 Shares 3,066 Est. Cost $247.55 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $752 Shares 123,676 Est. Cost $5.98 Unrealized -29.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $751 Shares 5,194 Est. Cost $143.91 Unrealized -18.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $739 Shares 15,853 Est. Cost $28.16 Unrealized +31.4%
USB US BANCORP DEL 0.1%
Value ($000) $735 Shares 19,960 Est. Cost $28.89 Unrealized -3.6%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $730 Shares 6,196 Est. Cost $92.92 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $727 Shares 16,257 Est. Cost $56.90 Unrealized -38.8%
FFBC FIRST FINL BANCORP OH 0.1%
Value ($000) $708 Shares 50,957 Est. Cost $20.38 Unrealized -46.8%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $700 Shares 7,317 Est. Cost $81.30 Unrealized
HMN FINL INC 0.1%
Value ($000) $698 Shares 47,540 Est. Cost $11.02 Unrealized
BA BOEING CO 0.1%
Value ($000) $688 Shares 3,752 Est. Cost $135.31 Unrealized +13.6%
ABT ABBOTT LABS 0.1%
Value ($000) $678 Shares 7,414 Est. Cost $34.38 Unrealized +138.4%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $664 Shares 4,048 Est. Cost $137.59 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $647 Shares 2,695 Est. Cost $24.74 Unrealized +110.1%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $627 Shares 11,026 Est. Cost $47.48 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $623 Shares 2,889 Est. Cost $150.79 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $620 Shares 7,500 Est. Cost $80.52 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $616 Shares 2,088 Est. Cost $202.61 Unrealized +28.9%
ZTS ZOETIS INC 0.1%
Value ($000) $609 Shares 4,443 Est. Cost $59.29 Unrealized +109.9%
FAST FASTENAL CO 0.1%
Value ($000) $608 Shares 14,184 Est. Cost $11.52 Unrealized +44.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $593 Shares 23,177 Est. Cost $38.56 Unrealized -37.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $559 Shares 3,198 Est. Cost $77.13 Unrealized +85.3%
NOBL PROSHARES TR 0.1%
Value ($000) $558 Shares 8,280 Est. Cost $56.03 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $548 Shares 7,035 Est. Cost $42.75 Unrealized +47.0%
MGA MAGNA INTL INC 0.1%
Value ($000) $546 Shares 12,268 Est. Cost $35.38 Unrealized -6.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $508 Shares 11,986 Est. Cost $64.33 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $498 Shares 3,016 Est. Cost $126.70 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $496 Shares 4,745 Est. Cost $58.72 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $489 Shares 22,013 Est. Cost $17.13 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $485 Shares 6,151 Est. Cost $75.26 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $483 Shares 5,195 Est. Cost $68.68 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $480 Shares 8,164 Est. Cost $39.86 Unrealized +20.2%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $472 Shares 3,313 Est. Cost $79.22 Unrealized +42.3%
EEM ISHARES TR 0.0%
Value ($000) $471 Shares 11,776 Est. Cost $41.11 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $469 Shares 12,537 Est. Cost $35.67 Unrealized -23.8%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $466 Shares 9,953 Est. Cost $36.45 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $459 Shares 1,513 Est. Cost $220.45 Unrealized +26.6%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $455 Shares 6,196 Est. Cost $63.52 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $453 Shares 2,602 Est. Cost $92.37 Unrealized +49.3%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $449 Shares 5,608 Est. Cost $33.90 Unrealized +95.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $441 Shares 4,163 Est. Cost $55.54 Unrealized +65.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $430 Shares 2,459 Est. Cost $160.17 Unrealized -5.2%
ISHARES GOLD TRUST 0.0%
Value ($000) $426 Shares 25,093 Est. Cost $12.36 Unrealized
DE DEERE & CO 0.0%
Value ($000) $405 Shares 2,575 Est. Cost $99.17 Unrealized +35.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $401 Shares 1,829 Est. Cost $97.78 Unrealized +72.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $395 Shares 12,389 Est. Cost $43.28 Unrealized -46.7%
LOW LOWES COS INC 0.0%
Value ($000) $394 Shares 2,913 Est. Cost $61.58 Unrealized +67.8%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $386 Shares 4,359 Est. Cost $59.63 Unrealized +25.4%
UFCS UNITED FIRE GROUP INC 0.0%
Value ($000) $378 Shares 13,650 Est. Cost $28.07 Unrealized +0.5%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $366 Shares 1,415 Est. Cost $160.70 Unrealized +31.0%
MUB ISHARES TR 0.0%
Value ($000) $358 Shares 3,105 Est. Cost $115.30 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $355 Shares 2,884 Est. Cost $113.02 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $343 Shares 1,161 Est. Cost $221.73 Unrealized +23.3%
ORCL ORACLE CORP 0.0%
Value ($000) $328 Shares 5,933 Est. Cost $41.94 Unrealized +16.8%
HYG ISHARES TR 0.0%
Value ($000) $326 Shares 3,997 Est. Cost $77.59 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $318 Shares 731 Est. Cost $164.14 Unrealized +125.7%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $316 Shares 18,760 Est. Cost $20.77 Unrealized -33.9%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $310 Shares 2,073 Est. Cost $127.47 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $307 Shares 6,000 Est. Cost $44.33 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $299 Shares 2,547 Est. Cost $44.20 Unrealized +15.5%
TEXAS PAC LD TR 0.0%
Value ($000) $297 Shares 500 Est. Cost $594.00 Unrealized
UNILEVER PLC 0.0%
Value ($000) $291 Shares 5,306 Est. Cost $43.71 Unrealized
NKE NIKE INC 0.0%
Value ($000) $288 Shares 2,939 Est. Cost $56.13 Unrealized +52.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $285 Shares 300 Est. Cost $69.41 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $284 Shares 2,369 Est. Cost $98.18 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $274 Shares 4,410 Est. Cost $47.80 Unrealized +5.2%
NFLX NETFLIX INC 0.0%
Value ($000) $274 Shares 603 Est. Cost $30.10 Unrealized +41.4%
NNBR NN INC 0.0%
Value ($000) $256 Shares 53,983 Est. Cost $7.16 Unrealized -51.2%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $253 Shares 7,393 Est. Cost $29.57 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $252 Shares 4,862 Est. Cost $32.53 Unrealized +37.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $251 Shares 3,087 Est. Cost $49.60 Unrealized +26.3%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $246 Shares 583 Est. Cost $21.84 Unrealized +19.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $243 Shares 672 Est. Cost $298.40 Unrealized +10.7%
AMGN AMGEN INC 0.0%
Value ($000) $242 Shares 1,024 Est. Cost $132.07 Unrealized +45.1%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $241 Shares 4,179 Est. Cost $54.24 Unrealized
BP BP PLC 0.0%
Value ($000) $239 Shares 10,245 Est. Cost $42.08 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $236 Shares 5,677 Est. Cost $29.50 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $234 Shares 34,283 Est. Cost $24.15 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $231 Shares 2,422 Est. Cost $85.61 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $231 Shares 3,556 Est. Cost $52.78 Unrealized -0.3%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $229 Shares 1,535 Est. Cost $149.19 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $228 Shares 1,291 Est. Cost $140.03 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $225 Shares 1,368 Est. Cost $107.55 Unrealized +33.8%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $224 Shares 4,463 Est. Cost $49.15 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $223 Shares 6,137 Est. Cost $22.09 Unrealized -1.7%
DEO DIAGEO P L C 0.0%
Value ($000) $221 Shares 1,642 Est. Cost $125.46 Unrealized
WGO WINNEBAGO INDS INC 0.0%
Value ($000) $218 Shares 3,277 Est. Cost $51.06 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $217 Shares 7,727 Est. Cost $24.75 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $202 Shares 3,955 Est. Cost $38.68 Unrealized 0.0%
NFBK NORTHFIELD BANCORP INC DEL 0.0%
Value ($000) $200 Shares 17,353 Est. Cost $12.93 Unrealized -34.3%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $188 Shares 17,818 Est. Cost $13.22 Unrealized -35.8%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $107 Shares 15,059 Est. Cost $4.59 Unrealized
COVANTA HLDG CORP 0.0%
Value ($000) $97 Shares 10,064 Est. Cost $9.64 Unrealized
LIPOCINE INC NEW 0.0%
Value ($000) $82 Shares 65,212 Est. Cost $2.81 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $82 Shares 10,000 Est. Cost $8.20 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $60 Shares 25,000 Est. Cost $2.40 Unrealized
TRANSGLOBE ENERGY CORP 0.0%
Value ($000) $7 Shares 12,000 Est. Cost $0.58 Unrealized
POLYMET MNG CORP 0.0%
Value ($000) $6 Shares 15,481 Est. Cost $0.34 Unrealized