Stonehage Fleming Financial Services Holdings Ltd Diversified Active

CIK: 0001786379 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 9, 2021

Total Value ($000): $3,397,231 (100.0% shares, 0.0% debt)

Holdings (223)

GOOG ALPHABET INC 8.1%
Value ($000) $276,044 Shares 103,512 Est. Cost $65.37 Unrealized +109.3%
AMZN AMAZON COM INC 7.4%
Value ($000) $252,002 Shares 76,693 Est. Cost $116.88 Unrealized +47.6%
PYPL PAYPAL HLDGS INC 7.0%
Value ($000) $239,149 Shares 919,341 Est. Cost $108.84 Unrealized +160.1%
MSFT MICROSOFT CORP 6.3%
Value ($000) $213,114 Shares 755,493 Est. Cost $129.57 Unrealized +116.7%
NKE NIKE INC 5.3%
Value ($000) $178,813 Shares 1,230,808 Est. Cost $75.92 Unrealized +100.9%
ADBE ADOBE SYSTEMS INCORPORATED 5.2%
Value ($000) $175,003 Shares 303,904 Est. Cost $354.47 Unrealized +77.6%
ZTS ZOETIS INC 4.9%
Value ($000) $165,581 Shares 852,649 Est. Cost $93.65 Unrealized +106.9%
V VISA INC 4.7%
Value ($000) $160,600 Shares 719,992 Est. Cost $118.97 Unrealized +90.8%
EL LAUDER ESTEE COS INC 4.0%
Value ($000) $136,967 Shares 455,994 Est. Cost $128.77 Unrealized +137.1%
SPGI S&P GLOBAL INC 4.0%
Value ($000) $135,008 Shares 317,655 Est. Cost $264.19 Unrealized +58.1%
ISRG INTUITIVE SURGICAL INC 3.9%
Value ($000) $133,765 Shares 136,667 Est. Cost $190.56 Unrealized +76.2%
EW EDWARDS LIFESCIENCES CORP 3.6%
Value ($000) $121,493 Shares 1,072,893 Est. Cost $83.13 Unrealized +37.3%
TMO THERMO FISHER SCIENTIFIC INC 3.0%
Value ($000) $101,457 Shares 177,430 Est. Cost $474.21 Unrealized +14.4%
META FACEBOOK INC 2.9%
Value ($000) $97,265 Shares 286,580 Est. Cost $252.58 Unrealized +41.6%
SYK STRYKER CORPORATION 2.8%
Value ($000) $95,536 Shares 361,906 Est. Cost $175.55 Unrealized +45.4%
MCD MCDONALDS CORP 2.7%
Value ($000) $92,347 Shares 382,686 Est. Cost $133.10 Unrealized +62.2%
CDNS CADENCE DESIGN SYSTEM INC 2.7%
Value ($000) $91,262 Shares 602,429 Est. Cost $129.26 Unrealized +17.9%
VRSK VERISK ANALYTICS INC 2.7%
Value ($000) $91,085 Shares 454,527 Est. Cost $185.41 Unrealized +1.6%
DIS DISNEY WALT CO 2.3%
Value ($000) $79,815 Shares 471,083 Est. Cost $101.91 Unrealized +70.9%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $76,506 Shares 310,739 Est. Cost $174.55 Unrealized +30.6%
CL COLGATE PALMOLIVE CO 1.8%
Value ($000) $61,181 Shares 808,363 Est. Cost $60.77 Unrealized +18.0%
PEP PEPSICO INC 1.8%
Value ($000) $59,654 Shares 396,276 Est. Cost $92.59 Unrealized +45.8%
GOOGL ALPHABET INC 1.4%
Value ($000) $47,116 Shares 17,616 Est. Cost $65.01 Unrealized +107.7%
BABA ALIBABA GROUP HLDG LTD 1.1%
Value ($000) $38,353 Shares 259,071 Est. Cost $283.75 Unrealized
JD JD.COM INC 1.1%
Value ($000) $37,466 Shares 518,640 Est. Cost $77.11 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $25,171 Shares 177,747 Est. Cost $103.07 Unrealized +39.6%
BIDU BAIDU INC 0.5%
Value ($000) $17,331 Shares 112,720 Est. Cost $127.65 Unrealized
SE SEA LTD 0.3%
Value ($000) $10,936 Shares 34,310 Est. Cost $200.92 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $10,731 Shares 27,184 Est. Cost $240.88 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $9,286 Shares 44,829 Est. Cost $12.89 Unrealized +60.8%
LQD ISHARES TR 0.2%
Value ($000) $8,089 Shares 60,761 Est. Cost $133.32 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $6,651 Shares 41,190 Est. Cost $161.90 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $6,324 Shares 66,931 Est. Cost $87.64 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $5,815 Shares 57,101 Est. Cost $64.40 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $5,293 Shares 13,374 Est. Cost $172.56 Unrealized +123.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $4,745 Shares 42,504 Est. Cost $100.44 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $4,692 Shares 28,467 Est. Cost $86.20 Unrealized +62.8%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $4,484 Shares 2,670 Est. Cost $1420.92 Unrealized +21.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $4,354 Shares 15,839 Est. Cost $181.80 Unrealized +54.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $4,226 Shares 30,229 Est. Cost $120.45 Unrealized +5.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $4,132 Shares 11,713 Est. Cost $100.61 Unrealized +252.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $4,114 Shares 10 Est. Cost $306852.94 Unrealized +37.7%
EWUS ISHARES TR 0.1%
Value ($000) $3,964 Shares 85,000 Est. Cost $47.22 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $3,659 Shares 8,526 Est. Cost $297.32 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $3,658 Shares 85,617 Est. Cost $26.13 Unrealized +38.1%
INDA ISHARES TR 0.1%
Value ($000) $3,199 Shares 65,500 Est. Cost $24.09 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $2,373 Shares 3,888 Est. Cost $38.64 Unrealized +42.4%
ASHR DBX ETF TR 0.1%
Value ($000) $2,262 Shares 59,140 Est. Cost $25.89 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $2,224 Shares 6,144 Est. Cost $79.41 Unrealized +309.4%
ARKK ARK ETF TR 0.1%
Value ($000) $2,159 Shares 19,533 Est. Cost $90.08 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $2,041 Shares 32,240 Est. Cost $51.26 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $1,907 Shares 13,013 Est. Cost $56.39 Unrealized +136.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,785 Shares 18,689 Est. Cost $58.85 Unrealized +37.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1,672 Shares 6,174 Est. Cost $85.56 Unrealized +186.6%
LOW LOWES COS INC 0.0%
Value ($000) $1,599 Shares 7,718 Est. Cost $63.69 Unrealized +188.2%
LI LI AUTO INC 0.0%
Value ($000) $1,577 Shares 60,000 Est. Cost $25.00 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,519 Shares 639 Est. Cost $1909.64 Unrealized +15.6%
DOV DOVER CORP 0.0%
Value ($000) $1,515 Shares 9,510 Est. Cost $44.95 Unrealized +248.4%
BILI BILIBILI INC 0.0%
Value ($000) $1,489 Shares 22,500 Est. Cost $85.72 Unrealized
SPIP SPDR SER TR 0.0%
Value ($000) $1,466 Shares 47,170 Est. Cost $32.40 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $1,423 Shares 13,010 Est. Cost $109.33 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $1,408 Shares 7,281 Est. Cost $166.22 Unrealized +1.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1,405 Shares 20,098 Est. Cost $61.28 Unrealized -3.1%
IAU ISHARES GOLD TR 0.0%
Value ($000) $1,363 Shares 40,791 Est. Cost $33.71 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $1,356 Shares 15,645 Est. Cost $64.49 Unrealized +20.0%
DEO DIAGEO PLC 0.0%
Value ($000) $1,274 Shares 6,600 Est. Cost $170.31 Unrealized
WMT WALMART INC 0.0%
Value ($000) $1,245 Shares 8,928 Est. Cost $41.97 Unrealized +8.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,185 Shares 13,962 Est. Cost $52.38 Unrealized +38.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,154 Shares 10,466 Est. Cost $52.93 Unrealized +99.7%
KKR KKR & CO INC 0.0%
Value ($000) $1,153 Shares 18,950 Est. Cost $24.61 Unrealized +145.8%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $1,148 Shares 5,115 Est. Cost $151.15 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $1,110 Shares 2,856 Est. Cost $175.34 Unrealized +103.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1,093 Shares 20,683 Est. Cost $21.16 Unrealized +139.6%
NOK NOKIA CORP 0.0%
Value ($000) $1,090 Shares 200,000 Est. Cost $5.45 Unrealized
INTU INTUIT 0.0%
Value ($000) $1,082 Shares 1,978 Est. Cost $260.89 Unrealized +101.0%
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $1,046 Shares 37,600 Est. Cost $16.86 Unrealized +61.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1,040 Shares 10,000 Est. Cost $31.93 Unrealized +43.1%
BX BLACKSTONE INC 0.0%
Value ($000) $982 Shares 8,256 Est. Cost $44.93 Unrealized +123.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $918 Shares 3,952 Est. Cost $188.81 Unrealized +16.6%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $912 Shares 26,688 Est. Cost $25.60 Unrealized +21.7%
ARTY ISHARES TR 0.0%
Value ($000) $884 Shares 20,875 Est. Cost $40.70 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $857 Shares 14,729 Est. Cost $50.52 Unrealized +9.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $834 Shares 4,938 Est. Cost $98.34 Unrealized +57.9%
INFY INFOSYS LTD 0.0%
Value ($000) $827 Shares 37,170 Est. Cost $22.25 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $826 Shares 1,919 Est. Cost $314.93 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $821 Shares 3,870 Est. Cost $184.45 Unrealized +14.1%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $818 Shares 2,459 Est. Cost $153.09 Unrealized +111.7%
PRNT ARK ETF TR 0.0%
Value ($000) $771 Shares 21,600 Est. Cost $33.48 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $736 Shares 12,059 Est. Cost $49.49 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $731 Shares 51,630 Est. Cost $10.09 Unrealized +2.3%
STERICYCLE INC 0.0%
Value ($000) $716 Shares 10,337 Est. Cost $48.58 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $705 Shares 12,900 Est. Cost $54.69 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $694 Shares 33,469 Est. Cost $24.33 Unrealized -31.1%
TSLA TESLA INC 0.0%
Value ($000) $693 Shares 894 Est. Cost $104.05 Unrealized +126.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $677 Shares 5,250 Est. Cost $43.21 Unrealized +198.2%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $666 Shares 4,123 Est. Cost $111.34 Unrealized +34.9%
FDX FEDEX CORP 0.0%
Value ($000) $653 Shares 2,981 Est. Cost $183.58 Unrealized +35.1%
MP MP MATERIALS CORP 0.0%
Value ($000) $645 Shares 20,000 Est. Cost $34.78 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $630 Shares 3,937 Est. Cost $71.16 Unrealized +120.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $621 Shares 4,849 Est. Cost $121.73 Unrealized +10.5%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $620 Shares 14,200 Est. Cost $43.66 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $618 Shares 7,416 Est. Cost $55.58 Unrealized +47.8%
PINS PINTEREST INC 0.0%
Value ($000) $606 Shares 12,027 Est. Cost $68.81 Unrealized -10.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $601 Shares 1,740 Est. Cost $267.02 Unrealized +20.1%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $594 Shares 5,130 Est. Cost $48.05 Unrealized +111.4%
BA BOEING CO 0.0%
Value ($000) $585 Shares 2,661 Est. Cost $224.31 Unrealized -0.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $581 Shares 12,339 Est. Cost $30.92 Unrealized +9.9%
SHYG ISHARES TR 0.0%
Value ($000) $569 Shares 12,460 Est. Cost $45.79 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $556 Shares 10,298 Est. Cost $27.70 Unrealized +85.4%
MRK MERCK & CO INC 0.0%
Value ($000) $554 Shares 7,379 Est. Cost $55.96 Unrealized +18.2%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $542 Shares 3,760 Est. Cost $127.73 Unrealized +14.9%
CIEN CIENA CORP 0.0%
Value ($000) $514 Shares 10,000 Est. Cost $55.54 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $503 Shares 2,863 Est. Cost $57.10 Unrealized +173.1%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $499 Shares 574 Est. Cost $726.56 Unrealized +12.7%
BED BATH & BEYOND INC 0.0%
Value ($000) $490 Shares 22,068 Est. Cost $27.47 Unrealized
CIT GROUP INC 0.0%
Value ($000) $487 Shares 9,079 Est. Cost $52.60 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $482 Shares 7,807 Est. Cost $66.12 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $480 Shares 2,000 Est. Cost $256.87 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $473 Shares 8,450 Est. Cost $25.39 Unrealized +102.4%
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $461 Shares 5,769 Est. Cost $80.45 Unrealized
INFINERA CORP 0.0%
Value ($000) $433 Shares 45,000 Est. Cost $9.62 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $428 Shares 661 Est. Cost $240.54 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $415 Shares 3,251 Est. Cost $116.24 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $408 Shares 5,750 Est. Cost $45.05 Unrealized +32.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $406 Shares 5,805 Est. Cost $37.80 Unrealized +73.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $404 Shares 2,023 Est. Cost $156.66 Unrealized +19.8%
CLX CLOROX CO DEL 0.0%
Value ($000) $401 Shares 2,423 Est. Cost $173.10 Unrealized -13.7%
BRIDGETOWN 2 HOLDINGS LTD 0.0%
Value ($000) $396 Shares 40,000 Est. Cost $9.90 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $362 Shares 19,200 Est. Cost $14.86 Unrealized
SABR SABRE CORP 0.0%
Value ($000) $355 Shares 30,000 Est. Cost $11.34 Unrealized 0.0%
KC KINGSOFT CLOUD HLDGS LTD 0.0%
Value ($000) $337 Shares 11,900 Est. Cost $43.13 Unrealized
NIO NIO INC 0.0%
Value ($000) $329 Shares 9,237 Est. Cost $36.11 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $322 Shares 750 Est. Cost $441.90 Unrealized 0.0%
IEUR ISHARES TR 0.0%
Value ($000) $321 Shares 5,718 Est. Cost $57.36 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $320 Shares 846 Est. Cost $192.09 Unrealized +82.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $318 Shares 5,250 Est. Cost $43.19 Unrealized +27.0%
PFSI PENNYMAC FINL SVCS INC NEW 0.0%
Value ($000) $306 Shares 5,000 Est. Cost $60.02 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $304 Shares 4,480 Est. Cost $49.31 Unrealized 0.0%
WPP WPP PLC NEW 0.0%
Value ($000) $303 Shares 4,475 Est. Cost $67.71 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $295 Shares 5,618 Est. Cost $40.79 Unrealized +19.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $289 Shares 1,727 Est. Cost $83.41 Unrealized +89.7%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $270 Shares 1,640 Est. Cost $156.58 Unrealized +3.4%
MRNA MODERNA INC 0.0%
Value ($000) $269 Shares 700 Est. Cost $109.12 Unrealized +238.0%
PFE PFIZER INC 0.0%
Value ($000) $268 Shares 6,220 Est. Cost $26.36 Unrealized +35.3%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $268 Shares 2,425 Est. Cost $104.29 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $258 Shares 575 Est. Cost $270.70 Unrealized +54.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $257 Shares 1,340 Est. Cost $59.93 Unrealized +220.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $245 Shares 4,533 Est. Cost $35.83 Unrealized +18.1%
CRH PLC 0.0%
Value ($000) $243 Shares 5,200 Est. Cost $46.73 Unrealized
REET ISHARES TR 0.0%
Value ($000) $243 Shares 8,875 Est. Cost $25.46 Unrealized
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $218 Shares 30,000 Est. Cost $7.27 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $207 Shares 150 Est. Cost $495.47 Unrealized +203.8%
CCK CROWN HLDGS INC 0.0%
Value ($000) $202 Shares 2,000 Est. Cost $87.33 Unrealized +14.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $191 Shares 3,510 Est. Cost $36.38 Unrealized +35.3%
MEAR ISHARES U S ETF TR 0.0%
Value ($000) $189 Shares 3,768 Est. Cost $50.17 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $188 Shares 1,740 Est. Cost $43.92 Unrealized +121.4%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $167 Shares 10,000 Est. Cost $11.10 Unrealized +19.5%
TILE SHOP HLDGS INC 0.0%
Value ($000) $162 Shares 21,170 Est. Cost $8.12 Unrealized
SRTA BLADE AIR MOBILITY INC 0.0%
Value ($000) $156 Shares 15,000 Est. Cost $8.74 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $152 Shares 865 Est. Cost $124.48 Unrealized +10.3%
MET METLIFE INC 0.0%
Value ($000) $152 Shares 2,470 Est. Cost $28.13 Unrealized +87.4%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $149 Shares 4,050 Est. Cost $14.94 Unrealized +103.1%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $140 Shares 2,086 Est. Cost $67.35 Unrealized -4.1%
BLND BLEND LABS INC 0.0%
Value ($000) $135 Shares 10,000 Est. Cost $16.98 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $132 Shares 97 Est. Cost $125.54 Unrealized +19.4%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $128 Shares 7,500 Est. Cost $17.07 Unrealized
BRIDGETOWN HOLDINGS LTD 0.0%
Value ($000) $127 Shares 12,500 Est. Cost $10.16 Unrealized
SICPQ SILVERGATE CAP CORP 0.0%
Value ($000) $122 Shares 1,060 Est. Cost $113.26 Unrealized -5.4%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $111 Shares 350 Est. Cost $123.07 Unrealized +60.3%
CHAMPIONX CORPORATION 0.0%
Value ($000) $109 Shares 4,755 Est. Cost $9.46 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $108 Shares 2,326 Est. Cost $27.29 Unrealized +52.4%
T AT&T INC 0.0%
Value ($000) $107 Shares 3,905 Est. Cost $15.16 Unrealized +6.0%
HD HOME DEPOT INC 0.0%
Value ($000) $105 Shares 320 Est. Cost $277.59 Unrealized +6.1%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $102 Shares 1,659 Est. Cost $66.22 Unrealized -3.3%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $99 Shares 8,000 Est. Cost $12.26 Unrealized -7.4%
KELLOGG CO 0.0%
Value ($000) $99 Shares 1,550 Est. Cost $47.27 Unrealized +8.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $95 Shares 418 Est. Cost $259.62 Unrealized -5.2%
KN KNOWLES CORP 0.0%
Value ($000) $94 Shares 4,950 Est. Cost $12.31 Unrealized +58.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $88 Shares 630 Est. Cost $103.90 Unrealized +7.9%
LIT GLOBAL X FDS 0.0%
Value ($000) $86 Shares 1,050 Est. Cost $58.10 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $80 Shares 1,360 Est. Cost $50.04 Unrealized -3.2%
BRIDGETOWN HOLDINGS LTD 0.0%
Value ($000) $74 Shares 7,500 Est. Cost $9.87 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $72 Shares 1,025 Est. Cost $56.06 Unrealized +9.2%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $68 Shares 1,789 Est. Cost $10.06 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $58 Shares 234 Est. Cost $215.19 Unrealized +19.9%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $10.24 Unrealized +31.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $48 Shares 360 Est. Cost $91.35 Unrealized +42.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $47 Shares 693 Est. Cost $27.24 Unrealized +4.1%
KWEB KRANESHARES TR 0.0%
Value ($000) $44 Shares 938 Est. Cost $61.13 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $43 Shares 1,170 Est. Cost $55.90 Unrealized -26.7%
DOW DOW INC 0.0%
Value ($000) $40 Shares 693 Est. Cost $36.37 Unrealized +31.5%
PATH UIPATH INC 0.0%
Value ($000) $39 Shares 750 Est. Cost $73.33 Unrealized -17.4%
HERO GLOBAL X FDS 0.0%
Value ($000) $37 Shares 1,316 Est. Cost $30.59 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $35 Shares 1,700 Est. Cost $18.15 Unrealized
REATA PHARMACEUTICALS INC 0.0%
Value ($000) $35 Shares 350 Est. Cost $142.86 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $33 Shares 948 Est. Cost $35.86 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $33 Shares 1,256 Est. Cost $21.96 Unrealized 0.0%
IXC ISHARES TR 0.0%
Value ($000) $31 Shares 1,155 Est. Cost $19.05 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $29 Shares 693 Est. Cost $25.02 Unrealized +64.8%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $29 Shares 285 Est. Cost $87.09 Unrealized -4.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $29 Shares 96 Est. Cost $217.14 Unrealized +22.9%
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $18.59 Unrealized -14.8%
BCE BCE INC 0.0%
Value ($000) $26 Shares 510 Est. Cost $35.06 Unrealized +5.9%
ADAM NAT RES FD INC 0.0%
Value ($000) $26 Shares 1,634 Est. Cost $9.58 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $25 Shares 255 Est. Cost $81.61 Unrealized +2.9%
RY ROYAL BK CDA 0.0%
Value ($000) $25 Shares 250 Est. Cost $99.12 Unrealized +2.8%
CAE CAE INC 0.0%
Value ($000) $24 Shares 805 Est. Cost $30.59 Unrealized -3.2%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $23 Shares 497 Est. Cost $50.46 Unrealized -0.2%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $23 Shares 1,570 Est. Cost $12.27 Unrealized -0.9%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $22 Shares 1,154 Est. Cost $20.95 Unrealized -7.2%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $17 Shares 66 Est. Cost $260.73 Unrealized -5.3%
DE DEERE & CO 0.0%
Value ($000) $16 Shares 49 Est. Cost $342.83 Unrealized -1.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $15 Shares 142 Est. Cost $99.29 Unrealized -0.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $10 Shares 233 Est. Cost $45.04 Unrealized -11.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $10 Shares 404 Est. Cost $28.00 Unrealized -16.9%
ZYNGA INC 0.0%
Value ($000) $10 Shares 1,393 Est. Cost $10.77 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $9 Shares 16 Est. Cost $59.15 Unrealized +8.4%
ONECONNECT FINL TECHNOLOGY C 0.0%
Value ($000) $7 Shares 1,631 Est. Cost $17.37 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 399 Est. Cost $13.33 Unrealized -12.1%
EBAY EBAY INC. 0.0%
Value ($000) $2 Shares 25 Est. Cost $31.52 Unrealized +109.9%
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 115 Est. Cost $6.62 Unrealized +8.6%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized