&PARTNERS Diversified Active

CIK: 0000107136 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 10, 2023

Total Value ($000): $201,364 (100.0% shares, 0.0% debt)

Holdings (187)

IJR ISHARES TR 6.5%
Value ($000) $13,020 Shares 137,569 Est. Cost $81.29 Unrealized
IJH ISHARES TR 6.4%
Value ($000) $12,909 Shares 53,365 Est. Cost $203.94 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 5.2%
Value ($000) $10,528 Shares 446,298 Est. Cost $23.45 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 4.1%
Value ($000) $8,214 Shares 411,954 Est. Cost $21.17 Unrealized
AAPL APPLE INC 4.0%
Value ($000) $8,101 Shares 62,348 Est. Cost $96.40 Unrealized +46.0%
FBCG FIDELITY COVINGTON TRUST 3.7%
Value ($000) $7,442 Shares 352,892 Est. Cost $21.30 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.5%
Value ($000) $7,082 Shares 181,681 Est. Cost $41.98 Unrealized
DVY ISHARES TR 3.2%
Value ($000) $6,399 Shares 53,060 Est. Cost $113.57 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 3.1%
Value ($000) $6,320 Shares 126,040 Est. Cost $50.73 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 2.3%
Value ($000) $4,681 Shares 224,702 Est. Cost $20.51 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 2.3%
Value ($000) $4,625 Shares 205,935 Est. Cost $22.43 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $3,500 Shares 9,109 Est. Cost $277.82 Unrealized
KO COCA COLA CO 1.6%
Value ($000) $3,192 Shares 50,176 Est. Cost $48.41 Unrealized +13.4%
SGOV ISHARES TR 1.5%
Value ($000) $3,003 Shares 29,985 Est. Cost $100.28 Unrealized
FBCV FIDELITY COVINGTON TRUST 1.4%
Value ($000) $2,897 Shares 102,862 Est. Cost $28.16 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,588 Shares 23,460 Est. Cost $61.58 Unrealized +56.3%
FHN FIRST HORIZON CORPORATION 1.3%
Value ($000) $2,539 Shares 103,613 Est. Cost $20.31 Unrealized +6.0%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $2,452 Shares 16,175 Est. Cost $123.21 Unrealized +5.3%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $2,393 Shares 13,544 Est. Cost $136.78 Unrealized +14.8%
RITM RITHM CAPITAL CORP 1.0%
Value ($000) $1,931 Shares 236,400 Est. Cost $8.81 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,793 Shares 7,476 Est. Cost $198.00 Unrealized +18.2%
BX BLACKSTONE INC 0.9%
Value ($000) $1,772 Shares 23,881 Est. Cost $41.18 Unrealized +91.0%
AMGN AMGEN INC 0.8%
Value ($000) $1,690 Shares 6,436 Est. Cost $192.06 Unrealized +26.4%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,662 Shares 9,260 Est. Cost $106.89 Unrealized +43.4%
WMT WALMART INC 0.8%
Value ($000) $1,660 Shares 11,709 Est. Cost $44.32 Unrealized +3.0%
URI UNITED RENTALS INC 0.8%
Value ($000) $1,635 Shares 4,600 Est. Cost $126.21 Unrealized +152.2%
V VISA INC 0.8%
Value ($000) $1,630 Shares 7,847 Est. Cost $155.19 Unrealized +26.9%
OXFORD LANE CAP CORP 0.8%
Value ($000) $1,546 Shares 304,855 Est. Cost $6.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,545 Shares 5,001 Est. Cost $218.02 Unrealized +36.2%
EP EMPIRE PETE CORP 0.7%
Value ($000) $1,364 Shares 110,857 Est. Cost $13.47 Unrealized +3.2%
CL COLGATE PALMOLIVE CO 0.7%
Value ($000) $1,356 Shares 17,206 Est. Cost $72.46 Unrealized -3.8%
CBRL CRACKER BARREL OLD CTRY STOR 0.7%
Value ($000) $1,354 Shares 14,295 Est. Cost $123.85 Unrealized -26.5%
PFGC PERFORMANCE FOOD GROUP CO 0.6%
Value ($000) $1,285 Shares 22,006 Est. Cost $49.43 Unrealized +10.3%
NXST NEXSTAR MEDIA GROUP INC 0.6%
Value ($000) $1,281 Shares 7,320 Est. Cost $133.05 Unrealized +16.4%
PFE PFIZER INC 0.6%
Value ($000) $1,232 Shares 24,035 Est. Cost $39.30 Unrealized +2.2%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,181 Shares 14,124 Est. Cost $71.09 Unrealized +3.8%
GREAT AJAX CORP 0.6%
Value ($000) $1,171 Shares 157,902 Est. Cost $13.24 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,160 Shares 3,671 Est. Cost $259.68 Unrealized +8.3%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,109 Shares 13,203 Est. Cost $123.84 Unrealized -20.2%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1,106 Shares 5,019 Est. Cost $115.27 Unrealized +71.3%
VMWARE INC 0.5%
Value ($000) $1,064 Shares 8,668 Est. Cost $115.57 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,041 Shares 9,381 Est. Cost $69.53 Unrealized +33.5%
RC READY CAPITAL CORP 0.5%
Value ($000) $1,006 Shares 89,420 Est. Cost $17.85 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,005 Shares 2,627 Est. Cost $297.56 Unrealized
PINNACLE FINL PARTNERS INC 0.5%
Value ($000) $938 Shares 12,782 Est. Cost $64.62 Unrealized
IHI ISHARES TR 0.5%
Value ($000) $930 Shares 17,685 Est. Cost $86.20 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $920 Shares 3,190 Est. Cost $178.98 Unrealized
TRGP TARGA RES CORP 0.5%
Value ($000) $919 Shares 12,500 Est. Cost $66.31 Unrealized -1.8%
IBB ISHARES TR 0.4%
Value ($000) $901 Shares 6,861 Est. Cost $97.82 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $865 Shares 5,355 Est. Cost $98.09 Unrealized +39.9%
CAT CATERPILLAR INC 0.4%
Value ($000) $861 Shares 3,595 Est. Cost $193.13 Unrealized +7.0%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $858 Shares 6,395 Est. Cost $100.72 Unrealized +16.8%
EQH EQUITABLE HLDGS INC 0.4%
Value ($000) $834 Shares 29,056 Est. Cost $22.76 Unrealized +20.1%
GPMT GRANITE PT MTG TR INC 0.4%
Value ($000) $782 Shares 143,920 Est. Cost $7.86 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $781 Shares 3,920 Est. Cost $102.64 Unrealized +83.3%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $751 Shares 5,233 Est. Cost $108.27 Unrealized +13.7%
ARLINGTON ASSET INVST CORP 0.4%
Value ($000) $736 Shares 255,183 Est. Cost $3.68 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $735 Shares 16,483 Est. Cost $45.62 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $728 Shares 2,976 Est. Cost $162.22 Unrealized +35.5%
CSTM CONSTELLIUM SE 0.4%
Value ($000) $723 Shares 61,145 Est. Cost $13.10 Unrealized -10.8%
DE DEERE & CO 0.3%
Value ($000) $697 Shares 1,625 Est. Cost $232.23 Unrealized +67.4%
GIS GENERAL MLS INC 0.3%
Value ($000) $690 Shares 8,230 Est. Cost $58.78 Unrealized +24.1%
DISCOVER FINL SVCS 0.3%
Value ($000) $680 Shares 6,946 Est. Cost $93.23 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $639 Shares 12,760 Est. Cost $55.36 Unrealized
TFC TRUIST FINL CORP 0.3%
Value ($000) $627 Shares 14,564 Est. Cost $36.93 Unrealized +0.4%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $618 Shares 8,593 Est. Cost $51.60 Unrealized +26.4%
WBD WARNER BROS DISCOVERY INC 0.3%
Value ($000) $591 Shares 62,344 Est. Cost $17.32 Unrealized -34.8%
CACI CACI INTL INC 0.3%
Value ($000) $589 Shares 1,960 Est. Cost $216.11 Unrealized +35.0%
ABT ABBOTT LABS 0.3%
Value ($000) $586 Shares 5,337 Est. Cost $111.49 Unrealized -12.4%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $578 Shares 5,612 Est. Cost $73.04 Unrealized +16.1%
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $569 Shares 12,960 Est. Cost $54.93 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $561 Shares 1,058 Est. Cost $382.20 Unrealized +30.9%
BHF BRIGHTHOUSE FINL INC 0.3%
Value ($000) $558 Shares 10,879 Est. Cost $41.40 Unrealized +26.3%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $557 Shares 2,332 Est. Cost $121.81 Unrealized +88.0%
XBI SPDR SER TR 0.3%
Value ($000) $548 Shares 6,603 Est. Cost $75.65 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $545 Shares 6,236 Est. Cost $51.43 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $536 Shares 14,131 Est. Cost $37.90 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $523 Shares 8,180 Est. Cost $68.15 Unrealized
ATO ATMOS ENERGY CORP 0.3%
Value ($000) $521 Shares 4,649 Est. Cost $87.17 Unrealized +16.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $509 Shares 1,149 Est. Cost $439.95 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $507 Shares 7,102 Est. Cost $57.13 Unrealized +4.3%
T AT&T INC 0.3%
Value ($000) $505 Shares 27,440 Est. Cost $15.35 Unrealized -1.6%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $505 Shares 1,436 Est. Cost $395.04 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $499 Shares 12,666 Est. Cost $40.80 Unrealized -24.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $489 Shares 10,318 Est. Cost $51.67 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $473 Shares 10,000 Est. Cost $12.74 Unrealized +77.7%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.2%
Value ($000) $469 Shares 22,327 Est. Cost $20.11 Unrealized
CSI COMPRESSCO LP 0.2%
Value ($000) $458 Shares 368,619 Est. Cost $2.86 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.2%
Value ($000) $451 Shares 86,338 Est. Cost $11.74 Unrealized -47.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $440 Shares 4,986 Est. Cost $108.78 Unrealized -13.3%
BAC BANK AMERICA CORP 0.2%
Value ($000) $440 Shares 13,282 Est. Cost $26.74 Unrealized +18.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $425 Shares 8,918 Est. Cost $43.52 Unrealized -4.7%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $414 Shares 5,020 Est. Cost $71.13 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $412 Shares 4,144 Est. Cost $69.08 Unrealized +25.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $410 Shares 4,720 Est. Cost $123.06 Unrealized -24.1%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $406 Shares 738 Est. Cost $301.17 Unrealized +74.3%
TTI TETRA TECHNOLOGIES INC DEL 0.2%
Value ($000) $401 Shares 115,919 Est. Cost $1.97 Unrealized +97.1%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $397 Shares 7,943 Est. Cost $56.51 Unrealized -4.8%
EMR EMERSON ELEC CO 0.2%
Value ($000) $392 Shares 4,080 Est. Cost $87.01 Unrealized -2.8%
AGG ISHARES TR 0.2%
Value ($000) $385 Shares 3,969 Est. Cost $115.20 Unrealized
SLRC SLR INVESTMENT CORP 0.2%
Value ($000) $383 Shares 27,535 Est. Cost $11.27 Unrealized -11.2%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $379 Shares 5,274 Est. Cost $76.78 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $373 Shares 15,471 Est. Cost $19.40 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $366 Shares 6,348 Est. Cost $49.54 Unrealized
EES WISDOMTREE TR 0.2%
Value ($000) $358 Shares 8,400 Est. Cost $39.17 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $357 Shares 3,602 Est. Cost $76.28 Unrealized +14.8%
IDT IDT CORP 0.2%
Value ($000) $352 Shares 12,495 Est. Cost $45.74 Unrealized -41.4%
PEP PEPSICO INC 0.2%
Value ($000) $350 Shares 1,937 Est. Cost $131.06 Unrealized +22.8%
DWM WISDOMTREE TR 0.2%
Value ($000) $349 Shares 7,425 Est. Cost $40.13 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $342 Shares 5,203 Est. Cost $65.64 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $341 Shares 747 Est. Cost $490.67 Unrealized -4.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $332 Shares 2,815 Est. Cost $89.94 Unrealized +21.6%
ASH ASHLAND INC 0.2%
Value ($000) $320 Shares 2,975 Est. Cost $56.17 Unrealized +75.5%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $318 Shares 3,130 Est. Cost $44.74 Unrealized +8.2%
IWM ISHARES TR 0.2%
Value ($000) $317 Shares 1,818 Est. Cost $148.47 Unrealized
FFLG FIDELITY COVINGTON TRUST 0.2%
Value ($000) $316 Shares 24,957 Est. Cost $12.67 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $311 Shares 4,368 Est. Cost $100.38 Unrealized -20.5%
EATON VANCE TAX MNGD BUY WRI 0.2%
Value ($000) $310 Shares 33,765 Est. Cost $9.51 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $308 Shares 4,488 Est. Cost $28.96 Unrealized -13.7%
IFV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $307 Shares 18,328 Est. Cost $17.96 Unrealized
SHEL SHELL PLC 0.2%
Value ($000) $306 Shares 5,379 Est. Cost $54.68 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $306 Shares 1,428 Est. Cost $174.37 Unrealized +2.5%
GLOBAL MED REIT INC 0.2%
Value ($000) $304 Shares 32,113 Est. Cost $10.03 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $303 Shares 3,411 Est. Cost $110.35 Unrealized -14.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $299 Shares 615 Est. Cost $365.10 Unrealized +16.8%
MMM 3M CO 0.1%
Value ($000) $294 Shares 2,453 Est. Cost $117.06 Unrealized -22.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $292 Shares 4,382 Est. Cost $55.91 Unrealized +3.7%
TXT TEXTRON INC 0.1%
Value ($000) $292 Shares 4,120 Est. Cost $41.81 Unrealized +61.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $291 Shares 5,338 Est. Cost $55.45 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $290 Shares 2,671 Est. Cost $93.56 Unrealized
TEKLA HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $285 Shares 14,380 Est. Cost $16.46 Unrealized
NATIONAL WESTN LIFE GROUP IN 0.1%
Value ($000) $281 Shares 1,000 Est. Cost $281.00 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $274 Shares 1,038 Est. Cost $198.96 Unrealized +23.3%
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $273 Shares 2,981 Est. Cost $87.48 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $268 Shares 2,226 Est. Cost $158.49 Unrealized -26.4%
VVV VALVOLINE INC 0.1%
Value ($000) $267 Shares 8,167 Est. Cost $24.94 Unrealized +21.3%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $266 Shares 518 Est. Cost $481.69 Unrealized +0.6%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $264 Shares 2,710 Est. Cost $70.69 Unrealized +31.9%
BRSP BRIGHTSPIRE CAPITAL INC 0.1%
Value ($000) $263 Shares 39,665 Est. Cost $19.01 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $255 Shares 1,336 Est. Cost $179.64 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $254 Shares 2,184 Est. Cost $69.68 Unrealized +52.8%
CLOU GLOBAL X FDS 0.1%
Value ($000) $250 Shares 15,610 Est. Cost $16.28 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $250 Shares 1,008 Est. Cost $210.86 Unrealized +8.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $246 Shares 673 Est. Cost $292.47 Unrealized +18.2%
BRSL INTERNATIONAL GAME TECHNOLOG 0.1%
Value ($000) $245 Shares 10,785 Est. Cost $13.66 Unrealized +16.7%
VOYA VOYA FINANCIAL INC 0.1%
Value ($000) $241 Shares 3,912 Est. Cost $55.34 Unrealized +8.2%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $239 Shares 11,103 Est. Cost $16.73 Unrealized +12.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $238 Shares 2,354 Est. Cost $87.65 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $237 Shares 1,561 Est. Cost $171.59 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $237 Shares 3,047 Est. Cost $102.57 Unrealized -28.4%
UGI UGI CORP NEW 0.1%
Value ($000) $234 Shares 6,300 Est. Cost $30.33 Unrealized +19.1%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $233 Shares 3,431 Est. Cost $91.14 Unrealized -28.2%
AIVL WISDOMTREE TR 0.1%
Value ($000) $230 Shares 2,503 Est. Cost $76.92 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $228 Shares 19,572 Est. Cost $6.70 Unrealized +50.3%
GLD SPDR GOLD TR 0.1%
Value ($000) $225 Shares 1,325 Est. Cost $175.56 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $224 Shares 2,215 Est. Cost $81.30 Unrealized 0.0%
CTVA CORTEVA INC 0.1%
Value ($000) $223 Shares 3,791 Est. Cost $48.99 Unrealized +24.8%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $223 Shares 1,295 Est. Cost $163.68 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $221 Shares 1,626 Est. Cost $112.73 Unrealized 0.0%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $215 Shares 2,349 Est. Cost $83.89 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $214 Shares 1,100 Est. Cost $178.71 Unrealized 0.0%
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $209 Shares 9,341 Est. Cost $23.01 Unrealized
MET METLIFE INC 0.1%
Value ($000) $208 Shares 2,869 Est. Cost $59.26 Unrealized +9.9%
ORCL ORACLE CORP 0.1%
Value ($000) $205 Shares 2,511 Est. Cost $46.45 Unrealized +57.6%
BLACKROCK MULTI SECTOR INC T 0.1%
Value ($000) $204 Shares 14,379 Est. Cost $17.41 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $203 Shares 2,174 Est. Cost $74.36 Unrealized +15.6%
GDX VANECK ETF TRUST 0.1%
Value ($000) $201 Shares 7,000 Est. Cost $28.66 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.1%
Value ($000) $199 Shares 12,345 Est. Cost $18.42 Unrealized
OFS OFS CAP CORP 0.1%
Value ($000) $189 Shares 18,600 Est. Cost $6.31 Unrealized +55.1%
PIMCO MUN INCOME FD II 0.1%
Value ($000) $183 Shares 20,232 Est. Cost $12.18 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $183 Shares 11,480 Est. Cost $17.51 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $162 Shares 12,275 Est. Cost $17.56 Unrealized -22.6%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $149 Shares 10,088 Est. Cost $18.04 Unrealized
TRTX TPG RE FIN TR INC 0.1%
Value ($000) $135 Shares 19,816 Est. Cost $16.81 Unrealized
ACR ACRES COMMERCIAL REALTY CORP 0.1%
Value ($000) $131 Shares 15,913 Est. Cost $15.02 Unrealized
BLACKROCK CR ALLOCATION INCO 0.1%
Value ($000) $128 Shares 12,708 Est. Cost $12.94 Unrealized
AGNC AGNC INVT CORP 0.1%
Value ($000) $127 Shares 12,295 Est. Cost $14.04 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH B 0.1%
Value ($000) $121 Shares 11,639 Est. Cost $13.50 Unrealized -10.3%
DASEKE INC 0.1%
Value ($000) $114 Shares 20,000 Est. Cost $6.47 Unrealized
NUVEEN MUN INCOME FD INC 0.1%
Value ($000) $108 Shares 11,540 Est. Cost $11.13 Unrealized
AROC ARCHROCK INC 0.1%
Value ($000) $104 Shares 11,630 Est. Cost $7.17 Unrealized -2.4%
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $99 Shares 10,500 Est. Cost $10.25 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $88 Shares 10,180 Est. Cost $10.59 Unrealized
BGC PARTNERS INC 0.0%
Value ($000) $85 Shares 22,500 Est. Cost $4.40 Unrealized
VOLTA INC 0.0%
Value ($000) $76 Shares 215,000 Est. Cost $1.30 Unrealized
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $64 Shares 16,944 Est. Cost $13.17 Unrealized -70.0%
VIRIOS THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 11,000 Est. Cost $4.27 Unrealized