&PARTNERS Diversified Active

CIK: 0000107136 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 5, 2023

Total Value ($000): $223,327 (100.0% shares, 0.0% debt)

Holdings (195)

IJH ISHARES TR 6.4%
Value ($000) $14,274 Shares 54,589 Est. Cost $205.13 Unrealized
IJR ISHARES TR 6.2%
Value ($000) $13,845 Shares 138,941 Est. Cost $81.51 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 5.5%
Value ($000) $12,353 Shares 456,827 Est. Cost $23.50 Unrealized
AAPL APPLE INC 5.2%
Value ($000) $11,520 Shares 59,390 Est. Cost $96.40 Unrealized +78.5%
CGGR CAPITAL GROUP GROWTH ETF 4.8%
Value ($000) $10,631 Shares 421,356 Est. Cost $21.23 Unrealized
FBCG FIDELITY COVINGTON TRUST 4.6%
Value ($000) $10,228 Shares 348,296 Est. Cost $21.30 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.6%
Value ($000) $8,015 Shares 197,014 Est. Cost $41.88 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 3.4%
Value ($000) $7,502 Shares 137,881 Est. Cost $51.04 Unrealized
DVY ISHARES TR 2.8%
Value ($000) $6,230 Shares 54,986 Est. Cost $113.60 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 2.5%
Value ($000) $5,674 Shares 241,226 Est. Cost $20.72 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 2.5%
Value ($000) $5,546 Shares 215,971 Est. Cost $22.55 Unrealized
IVV ISHARES TR 1.9%
Value ($000) $4,347 Shares 9,752 Est. Cost $287.46 Unrealized
KO COCA COLA CO 1.4%
Value ($000) $3,084 Shares 51,218 Est. Cost $48.60 Unrealized +18.0%
FBCV FIDELITY COVINGTON TRUST 1.3%
Value ($000) $2,834 Shares 101,583 Est. Cost $28.15 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $2,810 Shares 8,250 Est. Cost $206.67 Unrealized +48.6%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,802 Shares 26,130 Est. Cost $65.74 Unrealized +51.5%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $2,531 Shares 16,683 Est. Cost $123.72 Unrealized +14.2%
BX BLACKSTONE INC 1.1%
Value ($000) $2,490 Shares 26,782 Est. Cost $48.37 Unrealized +65.7%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,280 Shares 13,773 Est. Cost $136.98 Unrealized +8.7%
RITM RITHM CAPITAL CORP 1.0%
Value ($000) $2,278 Shares 243,602 Est. Cost $8.80 Unrealized
URI UNITED RENTALS INC 1.0%
Value ($000) $2,229 Shares 5,005 Est. Cost $146.42 Unrealized +146.6%
WMT WALMART INC 0.8%
Value ($000) $1,855 Shares 11,803 Est. Cost $44.32 Unrealized +10.4%
V VISA INC 0.8%
Value ($000) $1,752 Shares 7,379 Est. Cost $155.19 Unrealized +44.6%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,724 Shares 13,223 Est. Cost $122.92 Unrealized -7.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,705 Shares 5,001 Est. Cost $218.02 Unrealized +49.7%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,491 Shares 9,475 Est. Cost $107.74 Unrealized +33.0%
HCA HCA HEALTHCARE INC 0.7%
Value ($000) $1,486 Shares 4,897 Est. Cost $272.09 Unrealized 0.0%
RC READY CAPITAL CORP 0.6%
Value ($000) $1,446 Shares 128,170 Est. Cost $15.63 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $1,436 Shares 6,468 Est. Cost $192.06 Unrealized +11.2%
NXST NEXSTAR MEDIA GROUP INC 0.6%
Value ($000) $1,410 Shares 8,465 Est. Cost $135.11 Unrealized +9.8%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $1,341 Shares 17,409 Est. Cost $72.46 Unrealized +0.6%
CBRL CRACKER BARREL OLD CTRY STOR 0.6%
Value ($000) $1,332 Shares 14,295 Est. Cost $123.85 Unrealized -25.7%
GREAT AJAX CORP 0.6%
Value ($000) $1,297 Shares 211,552 Est. Cost $11.46 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.6%
Value ($000) $1,286 Shares 21,345 Est. Cost $49.43 Unrealized +19.1%
VMWARE INC 0.6%
Value ($000) $1,243 Shares 8,648 Est. Cost $115.57 Unrealized
OXFORD LANE CAP CORP 0.5%
Value ($000) $1,227 Shares 253,417 Est. Cost $6.81 Unrealized
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1,222 Shares 4,883 Est. Cost $115.27 Unrealized +90.5%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,165 Shares 2,627 Est. Cost $297.56 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,162 Shares 3,741 Est. Cost $259.96 Unrealized +6.3%
FHN FIRST HORIZON CORPORATION 0.5%
Value ($000) $1,144 Shares 101,518 Est. Cost $20.31 Unrealized -40.4%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,047 Shares 14,107 Est. Cost $71.09 Unrealized -1.5%
EP EMPIRE PETE CORP 0.5%
Value ($000) $1,009 Shares 110,857 Est. Cost $13.47 Unrealized -21.4%
CSTM CONSTELLIUM SE 0.4%
Value ($000) $1,001 Shares 58,220 Est. Cost $13.10 Unrealized +17.1%
MRK MERCK & CO INC 0.4%
Value ($000) $986 Shares 8,546 Est. Cost $69.53 Unrealized +50.3%
EQH EQUITABLE HLDGS INC 0.4%
Value ($000) $982 Shares 36,145 Est. Cost $22.95 Unrealized +3.3%
RSPH INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $930 Shares 3,121 Est. Cost $178.98 Unrealized
IHI ISHARES TR 0.4%
Value ($000) $927 Shares 16,420 Est. Cost $86.20 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $900 Shares 24,530 Est. Cost $39.18 Unrealized -15.2%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $898 Shares 6,174 Est. Cost $100.72 Unrealized +28.7%
CAT CATERPILLAR INC 0.4%
Value ($000) $896 Shares 3,642 Est. Cost $193.52 Unrealized +10.5%
LOW LOWES COS INC 0.4%
Value ($000) $885 Shares 3,920 Est. Cost $102.64 Unrealized +92.7%
SYK STRYKER CORPORATION 0.4%
Value ($000) $877 Shares 2,876 Est. Cost $162.22 Unrealized +73.4%
IBB ISHARES TR 0.4%
Value ($000) $866 Shares 6,821 Est. Cost $97.82 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.4%
Value ($000) $861 Shares 35,431 Est. Cost $22.15 Unrealized
TTI TETRA TECHNOLOGIES INC DEL 0.4%
Value ($000) $826 Shares 211,644 Est. Cost $2.62 Unrealized +10.3%
GPMT GRANITE PT MTG TR INC 0.3%
Value ($000) $768 Shares 144,895 Est. Cost $7.79 Unrealized
WBD WARNER BROS DISCOVERY INC 0.3%
Value ($000) $766 Shares 61,093 Est. Cost $17.32 Unrealized -25.1%
TRGP TARGA RES CORP 0.3%
Value ($000) $761 Shares 10,000 Est. Cost $66.31 Unrealized +3.2%
BRSP BRIGHTSPIRE CAPITAL INC 0.3%
Value ($000) $757 Shares 112,540 Est. Cost $10.57 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $757 Shares 5,621 Est. Cost $100.55 Unrealized +33.0%
DISCOVER FINL SVCS 0.3%
Value ($000) $738 Shares 6,315 Est. Cost $93.23 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $715 Shares 5,973 Est. Cost $106.35 Unrealized +7.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $711 Shares 5,314 Est. Cost $108.51 Unrealized +8.8%
PINNACLE FINL PARTNERS INC 0.3%
Value ($000) $682 Shares 12,035 Est. Cost $64.62 Unrealized
DE DEERE & CO 0.3%
Value ($000) $673 Shares 1,660 Est. Cost $236.31 Unrealized +55.7%
SO SOUTHERN CO 0.3%
Value ($000) $662 Shares 9,430 Est. Cost $59.21 Unrealized +10.3%
FMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $647 Shares 12,760 Est. Cost $55.36 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $643 Shares 16,483 Est. Cost $45.62 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $631 Shares 8,230 Est. Cost $58.78 Unrealized +31.8%
META META PLATFORMS INC 0.3%
Value ($000) $618 Shares 2,154 Est. Cost $158.49 Unrealized +54.6%
FAST FASTENAL CO 0.3%
Value ($000) $590 Shares 10,000 Est. Cost $12.74 Unrealized +101.5%
ABT ABBOTT LABS 0.3%
Value ($000) $579 Shares 5,309 Est. Cost $111.49 Unrealized -9.0%
CACI CACI INTL INC 0.3%
Value ($000) $574 Shares 1,685 Est. Cost $216.11 Unrealized +43.7%
EEM ISHARES TR 0.2%
Value ($000) $557 Shares 14,077 Est. Cost $37.90 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $554 Shares 1,153 Est. Cost $392.96 Unrealized +18.3%
T AT&T INC 0.2%
Value ($000) $554 Shares 34,736 Est. Cost $15.22 Unrealized -2.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $550 Shares 1,149 Est. Cost $439.95 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $549 Shares 6,603 Est. Cost $75.65 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $541 Shares 4,476 Est. Cost $107.92 Unrealized +6.5%
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $534 Shares 4,590 Est. Cost $87.17 Unrealized +24.4%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $530 Shares 5,020 Est. Cost $71.13 Unrealized +46.6%
TFC TRUIST FINL CORP 0.2%
Value ($000) $527 Shares 17,372 Est. Cost $36.18 Unrealized -25.5%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $514 Shares 8,180 Est. Cost $68.15 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $513 Shares 2,332 Est. Cost $121.81 Unrealized +66.9%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $508 Shares 6,253 Est. Cost $51.43 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $498 Shares 7,783 Est. Cost $51.60 Unrealized +14.2%
FIXD FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $483 Shares 12,740 Est. Cost $54.93 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $478 Shares 7,575 Est. Cost $56.64 Unrealized +12.1%
RUN SUNRUN INC 0.2%
Value ($000) $477 Shares 26,735 Est. Cost $18.59 Unrealized 0.0%
BRSL INTERNATIONAL GAME TECHNOLOG 0.2%
Value ($000) $473 Shares 14,820 Est. Cost $15.32 Unrealized +35.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $455 Shares 5,066 Est. Cost $73.04 Unrealized +16.6%
BHF BRIGHTHOUSE FINL INC 0.2%
Value ($000) $451 Shares 9,529 Est. Cost $41.40 Unrealized +4.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $437 Shares 5,758 Est. Cost $49.54 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $436 Shares 4,885 Est. Cost $121.65 Unrealized -23.9%
CSI COMPRESSCO LP 0.2%
Value ($000) $434 Shares 344,300 Est. Cost $2.86 Unrealized
EES WISDOMTREE TR 0.2%
Value ($000) $430 Shares 9,600 Est. Cost $39.67 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $422 Shares 8,154 Est. Cost $43.63 Unrealized +4.3%
NATIONAL WESTN LIFE GROUP IN 0.2%
Value ($000) $416 Shares 1,000 Est. Cost $281.00 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $411 Shares 764 Est. Cost $490.24 Unrealized -0.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $406 Shares 10,318 Est. Cost $51.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $399 Shares 765 Est. Cost $310.26 Unrealized +72.5%
EFA ISHARES TR 0.2%
Value ($000) $394 Shares 5,440 Est. Cost $65.89 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $392 Shares 4,004 Est. Cost $115.20 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $392 Shares 10,536 Est. Cost $40.80 Unrealized -23.5%
IDT IDT CORP 0.2%
Value ($000) $384 Shares 14,845 Est. Cost $43.37 Unrealized -28.8%
LLY LILLY ELI & CO 0.2%
Value ($000) $380 Shares 811 Est. Cost $312.28 Unrealized +31.8%
BAC BANK AMERICA CORP 0.2%
Value ($000) $377 Shares 13,133 Est. Cost $26.74 Unrealized -0.4%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $373 Shares 6,490 Est. Cost $48.33 Unrealized +17.7%
DWM WISDOMTREE TR 0.2%
Value ($000) $371 Shares 7,425 Est. Cost $40.13 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $367 Shares 2,540 Est. Cost $70.69 Unrealized +73.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $367 Shares 3,705 Est. Cost $76.87 Unrealized +26.5%
SLRC SLR INVESTMENT CORP 0.2%
Value ($000) $364 Shares 25,535 Est. Cost $11.27 Unrealized -3.2%
SHEL SHELL PLC 0.2%
Value ($000) $354 Shares 5,855 Est. Cost $55.12 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $352 Shares 864 Est. Cost $395.04 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $347 Shares 3,833 Est. Cost $87.01 Unrealized -8.0%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $343 Shares 4,800 Est. Cost $28.84 Unrealized -5.8%
MCD MCDONALDS CORP 0.2%
Value ($000) $338 Shares 1,134 Est. Cost $204.68 Unrealized +33.4%
F FORD MTR CO DEL 0.1%
Value ($000) $335 Shares 22,111 Est. Cost $7.22 Unrealized +48.0%
IFV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $331 Shares 18,328 Est. Cost $17.96 Unrealized
ACLS AXCELIS TECHNOLOGIES INC 0.1%
Value ($000) $327 Shares 1,785 Est. Cost $117.49 Unrealized +22.5%
DBRG DIGITALBRIDGE GROUP INC 0.1%
Value ($000) $319 Shares 21,700 Est. Cost $12.45 Unrealized -2.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $318 Shares 4,364 Est. Cost $55.91 Unrealized +22.6%
FFLG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $307 Shares 18,264 Est. Cost $12.67 Unrealized
VVV VALVOLINE INC 0.1%
Value ($000) $306 Shares 8,167 Est. Cost $24.94 Unrealized +45.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $306 Shares 1,759 Est. Cost $173.86 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $305 Shares 1,628 Est. Cost $148.47 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $301 Shares 1,453 Est. Cost $174.41 Unrealized +0.7%
EATON VANCE TAX-MANAGED BUY- 0.1%
Value ($000) $299 Shares 23,419 Est. Cost $12.78 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $295 Shares 5,338 Est. Cost $55.45 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $294 Shares 1,336 Est. Cost $179.64 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $292 Shares 690 Est. Cost $33.17 Unrealized 0.0%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $289 Shares 2,671 Est. Cost $93.56 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $288 Shares 1,225 Est. Cost $163.68 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $287 Shares 2,767 Est. Cost $89.94 Unrealized +5.0%
CLOU GLOBAL X FDS 0.1%
Value ($000) $286 Shares 14,410 Est. Cost $16.28 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $284 Shares 770 Est. Cost $369.42 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $284 Shares 617 Est. Cost $365.10 Unrealized +18.2%
GLOBAL MED REIT INC 0.1%
Value ($000) $284 Shares 31,107 Est. Cost $10.03 Unrealized
TEKLA HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $284 Shares 14,873 Est. Cost $16.55 Unrealized
VOYA VOYA FINANCIAL INC 0.1%
Value ($000) $279 Shares 3,887 Est. Cost $55.34 Unrealized +21.9%
TXT TEXTRON INC 0.1%
Value ($000) $279 Shares 4,120 Est. Cost $41.81 Unrealized +57.3%
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $259 Shares 2,250 Est. Cost $87.48 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $259 Shares 1,100 Est. Cost $178.71 Unrealized +15.6%
ASH ASHLAND INC 0.1%
Value ($000) $259 Shares 2,975 Est. Cost $56.17 Unrealized +54.9%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $256 Shares 576 Est. Cost $477.83 Unrealized -7.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $247 Shares 3,695 Est. Cost $98.98 Unrealized -31.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $242 Shares 1,755 Est. Cost $113.69 Unrealized +10.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $241 Shares 2,463 Est. Cost $87.86 Unrealized +5.0%
GRBK GREEN BRICK PARTNERS INC 0.1%
Value ($000) $241 Shares 4,245 Est. Cost $46.54 Unrealized 0.0%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $238 Shares 2,349 Est. Cost $83.89 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $236 Shares 1,325 Est. Cost $175.56 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $234 Shares 2,361 Est. Cost $46.45 Unrealized +116.1%
SHAK SHAKE SHACK INC 0.1%
Value ($000) $233 Shares 3,000 Est. Cost $64.25 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $232 Shares 2,321 Est. Cost $116.39 Unrealized -33.4%
WCLD WISDOMTREE TR 0.1%
Value ($000) $227 Shares 7,175 Est. Cost $29.70 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $225 Shares 2,403 Est. Cost $76.92 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $224 Shares 3,902 Est. Cost $49.21 Unrealized +15.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $221 Shares 1,361 Est. Cost $171.59 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $218 Shares 1,014 Est. Cost $210.86 Unrealized -3.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $216 Shares 2,978 Est. Cost $76.78 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $216 Shares 2,213 Est. Cost $81.30 Unrealized +3.9%
CRM SALESFORCE INC 0.1%
Value ($000) $215 Shares 1,018 Est. Cost $166.88 Unrealized +20.9%
PEP PEPSICO INC 0.1%
Value ($000) $214 Shares 1,156 Est. Cost $170.56 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $212 Shares 3,981 Est. Cost $47.13 Unrealized -4.0%
CSX CSX CORP 0.1%
Value ($000) $211 Shares 6,188 Est. Cost $30.43 Unrealized 0.0%
GDX VANECK ETF TRUST 0.1%
Value ($000) $211 Shares 7,000 Est. Cost $28.66 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $211 Shares 11,818 Est. Cost $16.87 Unrealized -7.5%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $210 Shares 3,748 Est. Cost $55.21 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $207 Shares 2,150 Est. Cost $80.33 Unrealized 0.0%
MTZ MASTEC INC 0.1%
Value ($000) $206 Shares 1,750 Est. Cost $97.94 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $206 Shares 467 Est. Cost $36.83 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $204 Shares 7,742 Est. Cost $19.40 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $204 Shares 11,480 Est. Cost $17.51 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $202 Shares 2,416 Est. Cost $73.21 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $202 Shares 2,500 Est. Cost $77.51 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $202 Shares 6,027 Est. Cost $30.72 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $200 Shares 1,683 Est. Cost $108.32 Unrealized 0.0%
BROOKFIELD REAL ASSETS INCOM 0.1%
Value ($000) $196 Shares 11,692 Est. Cost $18.42 Unrealized
PIMCO MUN INCOME FD II 0.1%
Value ($000) $184 Shares 20,308 Est. Cost $12.18 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $182 Shares 12,275 Est. Cost $17.56 Unrealized -21.9%
OFS OFS CAP CORP 0.1%
Value ($000) $149 Shares 15,100 Est. Cost $6.31 Unrealized +55.6%
BLACKROCK MULTI SECTOR INC T 0.1%
Value ($000) $149 Shares 10,384 Est. Cost $17.35 Unrealized
DASEKE INC 0.1%
Value ($000) $143 Shares 20,000 Est. Cost $6.47 Unrealized
TRTX TPG RE FIN TR INC 0.1%
Value ($000) $141 Shares 18,984 Est. Cost $16.81 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH B 0.1%
Value ($000) $138 Shares 11,694 Est. Cost $13.29 Unrealized -15.0%
ACR ACRES COMMERCIAL REALTY CORP 0.1%
Value ($000) $133 Shares 15,013 Est. Cost $15.02 Unrealized
NUVEEN MUN INCOME FD INC 0.1%
Value ($000) $126 Shares 13,384 Est. Cost $10.90 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $122 Shares 54,033 Est. Cost $11.74 Unrealized -81.2%
AROC ARCHROCK INC 0.1%
Value ($000) $119 Shares 11,630 Est. Cost $7.17 Unrealized +24.0%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $114 Shares 13,049 Est. Cost $10.18 Unrealized
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $109 Shares 10,709 Est. Cost $12.90 Unrealized
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $102 Shares 10,885 Est. Cost $10.23 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $92 Shares 21,100 Est. Cost $2.62 Unrealized 0.0%
RWT REDWOOD TRUST INC 0.0%
Value ($000) $73 Shares 11,400 Est. Cost $6.37 Unrealized
VIRIOS THERAPEUTICS INC 0.0%
Value ($000) $15 Shares 11,000 Est. Cost $4.27 Unrealized