Stonehage Fleming Financial Services Holdings Ltd Diversified Active

CIK: 0001786379 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 5, 2022

Total Value ($000): $2,500,788 (100.0% shares, 0.0% debt)

Holdings (251)

GOOG ALPHABET INC 9.5%
Value ($000) $236,809 Shares 108,052 Est. Cost $68.76 Unrealized +70.6%
MSFT MICROSOFT CORP 7.8%
Value ($000) $195,044 Shares 758,537 Est. Cost $134.58 Unrealized +95.7%
V VISA INC 6.1%
Value ($000) $151,993 Shares 771,135 Est. Cost $126.17 Unrealized +59.4%
ZTS ZOETIS INC 5.8%
Value ($000) $145,425 Shares 845,291 Est. Cost $93.65 Unrealized +78.1%
ADBE ADOBE SYSTEMS INCORPORATED 4.9%
Value ($000) $122,728 Shares 335,098 Est. Cost $373.62 Unrealized +8.9%
TMO THERMO FISHER SCIENTIFIC INC 4.9%
Value ($000) $121,562 Shares 224,004 Est. Cost $492.06 Unrealized +10.7%
EL LAUDER ESTEE COS INC 4.6%
Value ($000) $115,327 Shares 452,536 Est. Cost $128.77 Unrealized +85.2%
SPGI S&P GLOBAL INC 4.5%
Value ($000) $113,428 Shares 336,710 Est. Cost $271.03 Unrealized +27.5%
CDNS CADENCE DESIGN SYSTEM INC 4.1%
Value ($000) $102,778 Shares 684,730 Est. Cost $133.60 Unrealized +13.0%
MCD MCDONALDS CORP 3.7%
Value ($000) $92,587 Shares 374,937 Est. Cost $133.10 Unrealized +70.1%
NKE NIKE INC 3.6%
Value ($000) $89,991 Shares 879,749 Est. Cost $77.65 Unrealized +43.3%
VRSK VERISK ANALYTICS INC 3.6%
Value ($000) $89,138 Shares 515,391 Est. Cost $187.98 Unrealized -3.1%
AMZN AMAZON COM INC 3.4%
Value ($000) $85,584 Shares 803,876 Est. Cost $124.41 Unrealized +0.6%
BDX BECTON DICKINSON & CO 3.4%
Value ($000) $83,862 Shares 339,884 Est. Cost $182.12 Unrealized +30.9%
SYK STRYKER CORPORATION 2.8%
Value ($000) $70,907 Shares 356,389 Est. Cost $175.55 Unrealized +28.7%
PEP PEPSICO INC 2.6%
Value ($000) $64,321 Shares 385,930 Est. Cost $93.34 Unrealized +60.5%
CL COLGATE PALMOLIVE CO 2.6%
Value ($000) $63,886 Shares 797,563 Est. Cost $60.77 Unrealized +18.2%
EW EDWARDS LIFESCIENCES CORP 2.5%
Value ($000) $62,224 Shares 653,743 Est. Cost $110.33 Unrealized -6.2%
DIS DISNEY WALT CO 2.0%
Value ($000) $49,860 Shares 527,677 Est. Cost $106.02 Unrealized +2.3%
META FACEBOOK INC 1.8%
Value ($000) $45,407 Shares 281,505 Est. Cost $252.58 Unrealized -24.2%
ISRG INTUITIVE SURGICAL INC 1.6%
Value ($000) $40,310 Shares 200,707 Est. Cost $289.25 Unrealized -18.9%
GOOGL ALPHABET INC 1.5%
Value ($000) $38,691 Shares 17,717 Est. Cost $66.28 Unrealized +76.3%
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $37,203 Shares 245,417 Est. Cost $22.83 Unrealized -17.5%
JD JD.COM INC 1.3%
Value ($000) $33,307 Shares 518,640 Est. Cost $77.11 Unrealized
BABA ALIBABA GROUP HLDG LTD 1.1%
Value ($000) $28,496 Shares 250,575 Est. Cost $283.75 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $18,733 Shares 136,758 Est. Cost $109.34 Unrealized +35.9%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $17,941 Shares 256,427 Est. Cost $112.28 Unrealized -22.9%
BIDU BAIDU INC 0.7%
Value ($000) $16,765 Shares 112,720 Est. Cost $127.65 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $14,392 Shares 109,129 Est. Cost $147.78 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $9,003 Shares 23,745 Est. Cost $376.26 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $7,716 Shares 20,452 Est. Cost $387.51 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $7,026 Shares 13,655 Est. Cost $178.70 Unrealized +163.6%
GLD SPDR GOLD TR 0.3%
Value ($000) $6,867 Shares 40,521 Est. Cost $162.08 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $5,330 Shares 66,931 Est. Cost $87.64 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $5,276 Shares 47,996 Est. Cost $133.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $5,159 Shares 18,888 Est. Cost $202.81 Unrealized +54.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $4,340 Shares 52,831 Est. Cost $102.52 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,090 Shares 10 Est. Cost $306852.94 Unrealized +53.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $3,930 Shares 27,329 Est. Cost $120.63 Unrealized +13.8%
SE SEA LTD 0.2%
Value ($000) $3,844 Shares 57,500 Est. Cost $174.01 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $3,752 Shares 11,662 Est. Cost $100.61 Unrealized +235.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $2,140 Shares 18,838 Est. Cost $86.20 Unrealized +31.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,091 Shares 11,777 Est. Cost $141.27 Unrealized +13.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,994 Shares 20,130 Est. Cost $63.25 Unrealized +35.0%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $1,930 Shares 61,177 Est. Cost $26.13 Unrealized +25.3%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,774 Shares 34,230 Est. Cost $51.81 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $1,721 Shares 48,973 Est. Cost $27.27 Unrealized +15.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,474 Shares 15,645 Est. Cost $86.76 Unrealized +2.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $1,446 Shares 6,001 Est. Cost $79.41 Unrealized +258.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,428 Shares 9,735 Est. Cost $122.63 Unrealized +20.4%
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $1,424 Shares 15,622 Est. Cost $77.84 Unrealized +23.4%
ELV ANTHEM INC 0.1%
Value ($000) $1,316 Shares 2,711 Est. Cost $175.34 Unrealized +167.8%
SPIP SPDR SER TR 0.1%
Value ($000) $1,300 Shares 47,170 Est. Cost $32.40 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,294 Shares 13,962 Est. Cost $52.38 Unrealized +64.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $1,181 Shares 20,922 Est. Cost $53.71 Unrealized +6.9%
KC KINGSOFT CLOUD HLDGS LTD 0.0%
Value ($000) $1,165 Shares 261,900 Est. Cost $6.82 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $1,153 Shares 9,510 Est. Cost $44.95 Unrealized +187.1%
DEO DIAGEO PLC 0.0%
Value ($000) $1,149 Shares 6,600 Est. Cost $170.31 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1,148 Shares 4,782 Est. Cost $85.56 Unrealized +196.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,098 Shares 607 Est. Cost $1909.64 Unrealized +9.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,069 Shares 25,599 Est. Cost $35.54 Unrealized +8.2%
KMX CARMAX INC 0.0%
Value ($000) $1,068 Shares 11,416 Est. Cost $56.39 Unrealized +66.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1,064 Shares 17,199 Est. Cost $61.28 Unrealized -11.7%
JNK SPDR SER TR 0.0%
Value ($000) $1,032 Shares 11,372 Est. Cost $109.33 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $998 Shares 5,580 Est. Cost $158.56 Unrealized +24.4%
KO COCA COLA CO 0.0%
Value ($000) $991 Shares 15,756 Est. Cost $53.09 Unrealized +6.9%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $978 Shares 4,154 Est. Cost $235.44 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $973 Shares 5,115 Est. Cost $151.15 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $958 Shares 20,245 Est. Cost $28.66 Unrealized +77.6%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $951 Shares 26,871 Est. Cost $25.60 Unrealized +28.3%
ARTY ISHARES TR 0.0%
Value ($000) $935 Shares 35,375 Est. Cost $38.06 Unrealized
HOSTESS BRANDS INC 0.0%
Value ($000) $915 Shares 43,135 Est. Cost $21.66 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $899 Shares 2,573 Est. Cost $245.36 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $878 Shares 16,752 Est. Cost $38.99 Unrealized +7.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $878 Shares 11,494 Est. Cost $54.49 Unrealized +29.1%
IDNA ISHARES TR 0.0%
Value ($000) $867 Shares 30,000 Est. Cost $40.38 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $857 Shares 1,284 Est. Cost $749.96 Unrealized -14.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $851 Shares 6,035 Est. Cost $138.94 Unrealized -8.9%
TIP ISHARES TR 0.0%
Value ($000) $849 Shares 7,451 Est. Cost $123.50 Unrealized
PRNT ARK ETF TR 0.0%
Value ($000) $807 Shares 38,100 Est. Cost $33.86 Unrealized
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $798 Shares 40,344 Est. Cost $17.71 Unrealized +14.2%
LOW LOWES COS INC 0.0%
Value ($000) $782 Shares 4,445 Est. Cost $63.69 Unrealized +181.9%
ARKK ARK ETF TR 0.0%
Value ($000) $779 Shares 19,533 Est. Cost $90.08 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $779 Shares 3,240 Est. Cost $221.96 Unrealized -0.5%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $768 Shares 3,666 Est. Cost $188.81 Unrealized +10.6%
FDX FEDEX CORP 0.0%
Value ($000) $758 Shares 3,342 Est. Cost $185.05 Unrealized +6.3%
INTU INTUIT 0.0%
Value ($000) $757 Shares 1,943 Est. Cost $260.89 Unrealized +55.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $757 Shares 5,225 Est. Cost $139.67 Unrealized +2.2%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $748 Shares 1,740 Est. Cost $267.02 Unrealized +49.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $741 Shares 2,334 Est. Cost $153.09 Unrealized +107.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $702 Shares 19,630 Est. Cost $21.16 Unrealized +76.2%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $692 Shares 8,091 Est. Cost $74.62 Unrealized +6.7%
F FORD MTR CO DEL 0.0%
Value ($000) $692 Shares 62,145 Est. Cost $10.86 Unrealized -2.9%
MRK MERCK & CO. INC 0.0%
Value ($000) $680 Shares 7,353 Est. Cost $56.59 Unrealized +40.0%
MMM 3M CO 0.0%
Value ($000) $665 Shares 5,141 Est. Cost $108.47 Unrealized -3.0%
IGSB ISHARES TR 0.0%
Value ($000) $652 Shares 12,900 Est. Cost $50.54 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $651 Shares 21,977 Est. Cost $27.86 Unrealized +11.1%
CME CME GROUP INC 0.0%
Value ($000) $640 Shares 3,127 Est. Cost $180.84 Unrealized +0.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $634 Shares 12,489 Est. Cost $39.29 Unrealized +2.1%
NEM NEWMONT CORP 0.0%
Value ($000) $627 Shares 10,298 Est. Cost $27.70 Unrealized +128.5%
EWJ ISHARES INC 0.0%
Value ($000) $619 Shares 11,709 Est. Cost $61.58 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $618 Shares 4,601 Est. Cost $121.73 Unrealized +3.6%
TSLA TESLA INC 0.0%
Value ($000) $609 Shares 905 Est. Cost $112.93 Unrealized +141.7%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $605 Shares 12,059 Est. Cost $49.49 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $596 Shares 8,500 Est. Cost $78.24 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $595 Shares 18,880 Est. Cost $34.88 Unrealized -10.5%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $577 Shares 21,060 Est. Cost $38.32 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $572 Shares 8,998 Est. Cost $65.53 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $565 Shares 4,136 Est. Cost $216.01 Unrealized -31.7%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $563 Shares 5,000 Est. Cost $49.62 Unrealized +119.0%
IHAK ISHARES TR 0.0%
Value ($000) $525 Shares 15,000 Est. Cost $44.60 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $505 Shares 2,999 Est. Cost $150.18 Unrealized 0.0%
SHYG ISHARES TR 0.0%
Value ($000) $505 Shares 12,460 Est. Cost $40.53 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $491 Shares 7,038 Est. Cost $55.58 Unrealized +25.0%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $466 Shares 5,501 Est. Cost $129.68 Unrealized -23.4%
NOK NOKIA CORP 0.0%
Value ($000) $461 Shares 100,000 Est. Cost $5.45 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $447 Shares 7,204 Est. Cost $50.52 Unrealized +13.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $440 Shares 3,736 Est. Cost $71.16 Unrealized +68.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $426 Shares 5,445 Est. Cost $44.18 Unrealized +47.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $425 Shares 2,023 Est. Cost $156.66 Unrealized +29.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $416 Shares 8,585 Est. Cost $47.11 Unrealized -10.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $408 Shares 640 Est. Cost $1415.28 Unrealized -38.4%
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $405 Shares 5,769 Est. Cost $80.45 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $402 Shares 4,480 Est. Cost $49.31 Unrealized +82.4%
IEMG ISHARES INC 0.0%
Value ($000) $383 Shares 7,807 Est. Cost $66.12 Unrealized
STERICYCLE INC 0.0%
Value ($000) $370 Shares 8,525 Est. Cost $48.58 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $341 Shares 19,200 Est. Cost $14.86 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $332 Shares 8,450 Est. Cost $25.39 Unrealized +51.1%
COTY COTY INC 0.0%
Value ($000) $320 Shares 40,000 Est. Cost $9.15 Unrealized -18.0%
PINS PINTEREST INC 0.0%
Value ($000) $294 Shares 14,758 Est. Cost $63.29 Unrealized -66.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $287 Shares 4,870 Est. Cost $58.13 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $268 Shares 5,750 Est. Cost $45.05 Unrealized -2.8%
ABBV ABBVIE INC 0.0%
Value ($000) $266 Shares 1,740 Est. Cost $43.92 Unrealized +205.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $266 Shares 2,080 Est. Cost $43.21 Unrealized +189.1%
SVB FINANCIAL GROUP 0.0%
Value ($000) $261 Shares 661 Est. Cost $240.54 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $258 Shares 1,017 Est. Cost $226.28 Unrealized -0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $255 Shares 857 Est. Cost $194.20 Unrealized +46.0%
HD HOME DEPOT INC 0.0%
Value ($000) $252 Shares 920 Est. Cost $271.99 Unrealized -1.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $239 Shares 1,727 Est. Cost $83.41 Unrealized +88.9%
CIEN CIENA CORP 0.0%
Value ($000) $229 Shares 5,000 Est. Cost $55.54 Unrealized -6.7%
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $223 Shares 60,000 Est. Cost $6.14 Unrealized -34.5%
REET ISHARES TR 0.0%
Value ($000) $215 Shares 8,875 Est. Cost $24.23 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $214 Shares 5,000 Est. Cost $51.58 Unrealized -10.0%
NFLX NETFLIX INC 0.0%
Value ($000) $195 Shares 1,116 Est. Cost $38.64 Unrealized -42.6%
ACWI ISHARES TR 0.0%
Value ($000) $188 Shares 2,242 Est. Cost $99.46 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $182 Shares 4,051 Est. Cost $57.36 Unrealized
SABR SABRE CORP 0.0%
Value ($000) $175 Shares 30,000 Est. Cost $11.34 Unrealized -26.3%
EQNR EQUINOR ASA 0.0%
Value ($000) $174 Shares 5,000 Est. Cost $34.80 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $174 Shares 4,431 Est. Cost $24.09 Unrealized
ASEA GLOBAL X FDS 0.0%
Value ($000) $172 Shares 12,531 Est. Cost $13.73 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $172 Shares 150 Est. Cost $495.47 Unrealized +153.6%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $168 Shares 10,000 Est. Cost $11.10 Unrealized +38.0%
EWT ISHARES INC 0.0%
Value ($000) $162 Shares 3,214 Est. Cost $50.40 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $161 Shares 2,772 Est. Cost $58.08 Unrealized
TRI CONTL CORP 0.0%
Value ($000) $157 Shares 5,993 Est. Cost $30.70 Unrealized
MET METLIFE INC 0.0%
Value ($000) $155 Shares 2,470 Est. Cost $28.13 Unrealized +110.7%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $151 Shares 30,000 Est. Cost $7.27 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $150 Shares 3,510 Est. Cost $36.38 Unrealized +17.7%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $146 Shares 2,086 Est. Cost $67.35 Unrealized -7.2%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $141 Shares 1,550 Est. Cost $90.97 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $141 Shares 4,500 Est. Cost $43.84 Unrealized -2.6%
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $131 Shares 3,000 Est. Cost $71.67 Unrealized
NIO NIO INC 0.0%
Value ($000) $130 Shares 6,000 Est. Cost $35.09 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $126 Shares 7,500 Est. Cost $17.07 Unrealized
BRIDGETOWN HOLDINGS LTD 0.0%
Value ($000) $125 Shares 12,500 Est. Cost $10.16 Unrealized
INFINERA CORP 0.0%
Value ($000) $121 Shares 22,500 Est. Cost $9.62 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $116 Shares 1,600 Est. Cost $63.05 Unrealized
KELLOGG CO 0.0%
Value ($000) $111 Shares 1,550 Est. Cost $47.27 Unrealized +21.2%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $111 Shares 4,050 Est. Cost $14.94 Unrealized +84.2%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $102 Shares 2,040 Est. Cost $64.67 Unrealized -17.3%
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $102 Shares 15,000 Est. Cost $6.63 Unrealized +21.6%
CHAMPIONX CORPORATION 0.0%
Value ($000) $97 Shares 4,755 Est. Cost $9.46 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $93 Shares 2,004 Est. Cost $46.41 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $89 Shares 630 Est. Cost $103.90 Unrealized +13.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $87 Shares 8,000 Est. Cost $12.26 Unrealized -11.8%
PSX PHILLIPS 66 0.0%
Value ($000) $87 Shares 1,025 Est. Cost $56.06 Unrealized +44.4%
DESKTOP METAL INC 0.0%
Value ($000) $86 Shares 38,900 Est. Cost $4.73 Unrealized
KN KNOWLES CORP 0.0%
Value ($000) $86 Shares 4,950 Est. Cost $12.31 Unrealized +52.6%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $80 Shares 1,500 Est. Cost $10.24 Unrealized +150.1%
IYW ISHARES TR 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $80.00 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $76 Shares 785 Est. Cost $95.26 Unrealized -1.5%
BRIDGETOWN HOLDINGS LTD 0.0%
Value ($000) $74 Shares 7,500 Est. Cost $9.87 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $72 Shares 673 Est. Cost $105.92 Unrealized 0.0%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $62 Shares 5,996 Est. Cost $20.85 Unrealized
T AT&T INC 0.0%
Value ($000) $61 Shares 2,905 Est. Cost $15.16 Unrealized +7.5%
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $59 Shares 1,237 Est. Cost $50.16 Unrealized +4.3%
EOG EOG RES INC 0.0%
Value ($000) $55 Shares 500 Est. Cost $105.75 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 2,525 Est. Cost $35.96 Unrealized -26.2%
KWEB KRANESHARES TR 0.0%
Value ($000) $50 Shares 1,513 Est. Cost $50.46 Unrealized
WMT WALMART INC 0.0%
Value ($000) $49 Shares 400 Est. Cost $42.06 Unrealized +4.7%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $48 Shares 820 Est. Cost $58.54 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $47 Shares 3,532 Est. Cost $11.87 Unrealized -0.5%
ETF MANAGERS TR 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $46.00 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $43 Shares 360 Est. Cost $91.35 Unrealized +23.2%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $41 Shares 235 Est. Cost $174.47 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $41 Shares 100 Est. Cost $510.00 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $40 Shares 400 Est. Cost $100.00 Unrealized
BCE BCE INC 0.0%
Value ($000) $39 Shares 785 Est. Cost $36.10 Unrealized +13.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $39 Shares 693 Est. Cost $27.24 Unrealized -7.0%
IXC ISHARES TR 0.0%
Value ($000) $39 Shares 1,155 Est. Cost $19.05 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $39 Shares 550 Est. Cost $70.91 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $38 Shares 693 Est. Cost $25.02 Unrealized +123.1%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $38 Shares 393 Est. Cost $84.76 Unrealized +7.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $37 Shares 1,250 Est. Cost $37.93 Unrealized 0.0%
RY ROYAL BK CDA 0.0%
Value ($000) $37 Shares 385 Est. Cost $100.76 Unrealized +1.5%
DOW DOW INC 0.0%
Value ($000) $36 Shares 693 Est. Cost $36.37 Unrealized +42.4%
LAM RESEARCH CORP 0.0%
Value ($000) $34 Shares 80 Est. Cost $425.00 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $33 Shares 931 Est. Cost $27.96 Unrealized +15.5%
SLV ISHARES SILVER TR 0.0%
Value ($000) $32 Shares 1,700 Est. Cost $18.15 Unrealized
ADAM NAT RES FD INC 0.0%
Value ($000) $32 Shares 1,634 Est. Cost $9.58 Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $32.00 Unrealized
CAE CAE INC 0.0%
Value ($000) $30 Shares 1,239 Est. Cost $29.65 Unrealized -16.4%
IHI ISHARES TR 0.0%
Value ($000) $30 Shares 600 Est. Cost $50.00 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $28 Shares 59 Est. Cost $661.02 Unrealized
HERO GLOBAL X FDS 0.0%
Value ($000) $28 Shares 1,316 Est. Cost $30.59 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $27 Shares 1,650 Est. Cost $19.84 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $27 Shares 325 Est. Cost $81.18 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $26 Shares 308 Est. Cost $75.73 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $26 Shares 1,475 Est. Cost $20.60 Unrealized -8.2%
VICI VICI PPTYS INC 0.0%
Value ($000) $24 Shares 800 Est. Cost $24.17 Unrealized 0.0%
MAT MATTEL INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $23.62 Unrealized 0.0%
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $10.00 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $20 Shares 6,500 Est. Cost $4.16 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $18 Shares 60 Est. Cost $340.22 Unrealized +2.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $17 Shares 35 Est. Cost $270.70 Unrealized +79.1%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $17 Shares 950 Est. Cost $17.89 Unrealized
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $16 Shares 326 Est. Cost $46.59 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $15 Shares 328 Est. Cost $42.68 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $13 Shares 301 Est. Cost $167.57 Unrealized -57.0%
XYZ SQUARE INC 0.0%
Value ($000) $13 Shares 215 Est. Cost $91.37 Unrealized 0.0%
LIMELIGHT NETWORKS INC 0.0%
Value ($000) $13 Shares 5,500 Est. Cost $2.36 Unrealized
HROW HARROW HEALTH INC 0.0%
Value ($000) $13 Shares 1,800 Est. Cost $6.75 Unrealized 0.0%
CHANNELADVISOR CORP 0.0%
Value ($000) $12 Shares 850 Est. Cost $14.12 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $12 Shares 900 Est. Cost $22.80 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 1,200 Est. Cost $9.88 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $10 Shares 157 Est. Cost $72.62 Unrealized 0.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $9 Shares 174 Est. Cost $43.00 Unrealized +7.3%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $8 Shares 220 Est. Cost $35.42 Unrealized 0.0%
AIOT POWERFLEET INC 0.0%
Value ($000) $8 Shares 3,600 Est. Cost $2.54 Unrealized 0.0%
INTELLIGENT SYS CORP NEW 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
GROY GOLD ROYALTY CORP 0.0%
Value ($000) $6 Shares 2,855 Est. Cost $3.36 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.81 Unrealized 0.0%
VNM VANECK VECTORS ETF TR 0.0%
Value ($000) $4 Shares 270 Est. Cost $18.52 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $59.15 Unrealized -51.1%
ONECONNECT FINL TECHNOLOGY C 0.0%
Value ($000) $3 Shares 1,631 Est. Cost $17.37 Unrealized
ZYMEWORKS INC 0.0%
Value ($000) $3 Shares 550 Est. Cost $5.45 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 73 Est. Cost $31.03 Unrealized +8.2%
GAN LTD 0.0%
Value ($000) $2 Shares 750 Est. Cost $2.67 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $1 Shares 25 Est. Cost $31.52 Unrealized +44.1%
WAB WABTEC 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.32 Unrealized 0.0%