Wealth Management Associates, Inc. Diversified Active

CIK: 0002067339 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: May 28, 2025

Total Value ($000): $152,273 (100.0% shares, 0.0% debt)

Holdings (177)

AAPL APPLE INC 7.9%
Value ($000) $12,000 Shares 90,439 Est. Cost $90.20 Unrealized +29.7%
VTI VANGUARD INDEX FDS 5.5%
Value ($000) $8,417 Shares 43,246 Est. Cost $150.83 Unrealized
DVY ISHARES TR 4.2%
Value ($000) $6,392 Shares 66,455 Est. Cost $90.81 Unrealized
T AT&T INC 3.1%
Value ($000) $4,783 Shares 166,324 Est. Cost $15.28 Unrealized +0.7%
IVV ISHARES TR 2.8%
Value ($000) $4,236 Shares 11,284 Est. Cost $270.49 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $4,195 Shares 18,862 Est. Cost $114.38 Unrealized +80.1%
TDIV FIRST TR EXCHANGE-TRADED FD 2.7%
Value ($000) $4,059 Shares 82,048 Est. Cost $38.08 Unrealized
VYM VANGUARD WHITEHALL FDS 2.7%
Value ($000) $4,045 Shares 44,199 Est. Cost $78.39 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $3,505 Shares 59,651 Est. Cost $40.08 Unrealized +9.7%
ITOT ISHARES TR 2.3%
Value ($000) $3,473 Shares 40,285 Est. Cost $59.19 Unrealized
IDV ISHARES TR 2.2%
Value ($000) $3,372 Shares 114,406 Est. Cost $28.69 Unrealized
AGG ISHARES TR 1.5%
Value ($000) $2,265 Shares 19,167 Est. Cost $107.55 Unrealized
FLOT ISHARES TR 1.4%
Value ($000) $2,157 Shares 42,531 Est. Cost $50.72 Unrealized
KMI KINDER MORGAN INC DEL 1.3%
Value ($000) $2,004 Shares 146,589 Est. Cost $11.36 Unrealized -12.6%
AMZN AMAZON COM INC 1.3%
Value ($000) $1,983 Shares 609 Est. Cost $92.48 Unrealized +72.5%
PFE PFIZER INC 1.2%
Value ($000) $1,859 Shares 50,503 Est. Cost $28.70 Unrealized -0.2%
PYPL PAYPAL HLDGS INC 1.2%
Value ($000) $1,792 Shares 7,651 Est. Cost $101.56 Unrealized +103.5%
GLD SPDR GOLD TR 1.1%
Value ($000) $1,744 Shares 9,780 Est. Cost $140.89 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $1,723 Shares 5,490 Est. Cost $282.30 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 1.1%
Value ($000) $1,679 Shares 28,794 Est. Cost $43.06 Unrealized +13.6%
ONEQ FIDELITY COMWLTH TR 1.1%
Value ($000) $1,621 Shares 3,232 Est. Cost $268.56 Unrealized
HDV ISHARES TR 1.0%
Value ($000) $1,515 Shares 17,277 Est. Cost $85.36 Unrealized
VGT VANGUARD WORLD FDS 0.9%
Value ($000) $1,379 Shares 3,898 Est. Cost $181.59 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.9%
Value ($000) $1,364 Shares 161,071 Est. Cost $7.81 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,292 Shares 8,209 Est. Cost $117.07 Unrealized +8.9%
V VISA INC 0.8%
Value ($000) $1,213 Shares 5,544 Est. Cost $174.90 Unrealized +12.8%
GOOGL ALPHABET INC 0.8%
Value ($000) $1,153 Shares 658 Est. Cost $54.23 Unrealized +54.0%
NKE NIKE INC 0.7%
Value ($000) $1,115 Shares 7,878 Est. Cost $78.87 Unrealized +56.2%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,105 Shares 8,779 Est. Cost $91.18 Unrealized +2.4%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $1,030 Shares 2,059 Est. Cost $277.28 Unrealized +74.2%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $990 Shares 7,115 Est. Cost $81.27 Unrealized +51.5%
BAC BK OF AMERICA CORP 0.6%
Value ($000) $980 Shares 32,323 Est. Cost $23.56 Unrealized +0.4%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $970 Shares 19,366 Est. Cost $50.11 Unrealized
MRK MERCK & CO. INC 0.6%
Value ($000) $969 Shares 11,849 Est. Cost $61.67 Unrealized +5.1%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $945 Shares 2,696 Est. Cost $219.57 Unrealized +40.4%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $945 Shares 22,931 Est. Cost $53.63 Unrealized -43.4%
EXAS EXACT SCIENCES CORP 0.6%
Value ($000) $944 Shares 7,128 Est. Cost $80.09 Unrealized +51.0%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $919 Shares 1,759 Est. Cost $4.50 Unrealized +196.7%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $912 Shares 7,179 Est. Cost $97.54 Unrealized +0.6%
ILCB ISHARES TR 0.5%
Value ($000) $818 Shares 3,771 Est. Cost $143.92 Unrealized
CRM SALESFORCE COM INC 0.5%
Value ($000) $813 Shares 3,654 Est. Cost $150.15 Unrealized +60.0%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $805 Shares 15,362 Est. Cost $37.54 Unrealized +11.0%
NORDSTROM INC 0.5%
Value ($000) $795 Shares 25,480 Est. Cost $16.41 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $794 Shares 3,698 Est. Cost $169.00 Unrealized +14.3%
USMV ISHARES TR 0.5%
Value ($000) $785 Shares 11,569 Est. Cost $59.82 Unrealized
MSCI MSCI INC 0.5%
Value ($000) $778 Shares 1,743 Est. Cost $215.25 Unrealized +73.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $761 Shares 12,672 Est. Cost $59.86 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $726 Shares 14,566 Est. Cost $42.10 Unrealized +4.6%
GOOG ALPHABET INC 0.5%
Value ($000) $725 Shares 414 Est. Cost $53.13 Unrealized +57.6%
ILMN ILLUMINA INC 0.5%
Value ($000) $708 Shares 1,913 Est. Cost $294.76 Unrealized +8.1%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $706 Shares 1,979 Est. Cost $257.16 Unrealized +25.7%
META FACEBOOK INC 0.5%
Value ($000) $694 Shares 2,541 Est. Cost $191.56 Unrealized +42.1%
DIS DISNEY WALT CO 0.4%
Value ($000) $683 Shares 3,768 Est. Cost $122.60 Unrealized +14.4%
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $646 Shares 2,889 Est. Cost $162.09 Unrealized
VFH VANGUARD WORLD FDS 0.4%
Value ($000) $629 Shares 8,639 Est. Cost $59.61 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $626 Shares 3,710 Est. Cost $118.09 Unrealized +19.7%
TGT TARGET CORP 0.4%
Value ($000) $626 Shares 3,545 Est. Cost $80.37 Unrealized +80.3%
GH GUARDANT HEALTH INC 0.4%
Value ($000) $617 Shares 4,787 Est. Cost $81.93 Unrealized +40.4%
AVGO BROADCOM INC 0.4%
Value ($000) $608 Shares 1,389 Est. Cost $24.04 Unrealized +44.9%
PHYS SPROTT PHYSICAL GOLD TR 0.4%
Value ($000) $606 Shares 40,177 Est. Cost $15.09 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $605 Shares 1,100 Est. Cost $54.38 Unrealized +91.2%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $583 Shares 3,554 Est. Cost $102.83 Unrealized +30.9%
SHOCKWAVE MED INC 0.4%
Value ($000) $580 Shares 5,592 Est. Cost $48.08 Unrealized
TTD THE TRADE DESK INC 0.4%
Value ($000) $578 Shares 721 Est. Cost $30.15 Unrealized +150.5%
BLOK AMPLIFY ETF TR 0.4%
Value ($000) $575 Shares 16,434 Est. Cost $17.64 Unrealized
ISHARES GOLD TRUST 0.4%
Value ($000) $571 Shares 31,499 Est. Cost $17.50 Unrealized
ICVT ISHARES TR 0.4%
Value ($000) $570 Shares 5,900 Est. Cost $96.55 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $553 Shares 2,610 Est. Cost $92.52 Unrealized +68.5%
ANSYS INC 0.4%
Value ($000) $544 Shares 1,494 Est. Cost $224.61 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $541 Shares 6,494 Est. Cost $78.16 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $537 Shares 1,424 Est. Cost $297.88 Unrealized +16.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $516 Shares 6,684 Est. Cost $61.62 Unrealized +6.5%
NEW ORIENTAL ED & TECHNOLOGY 0.3%
Value ($000) $510 Shares 2,744 Est. Cost $119.81 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $508 Shares 11,357 Est. Cost $42.12 Unrealized -16.2%
FISV FISERV INC 0.3%
Value ($000) $496 Shares 4,359 Est. Cost $103.29 Unrealized +4.3%
UNP UNION PAC CORP 0.3%
Value ($000) $495 Shares 2,377 Est. Cost $165.30 Unrealized +7.7%
OKE ONEOK INC NEW 0.3%
Value ($000) $494 Shares 12,860 Est. Cost $20.81 Unrealized +19.7%
NUVEEN NEW JERSEY QULT MUN F 0.3%
Value ($000) $489 Shares 34,004 Est. Cost $13.24 Unrealized
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $488 Shares 219 Est. Cost $1845.75 Unrealized +2.9%
LOW LOWES COS INC 0.3%
Value ($000) $472 Shares 2,939 Est. Cost $112.77 Unrealized +31.3%
R RYDER SYS INC 0.3%
Value ($000) $471 Shares 7,630 Est. Cost $34.76 Unrealized +60.1%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $470 Shares 7,581 Est. Cost $37.36 Unrealized +33.9%
WMT WALMART INC 0.3%
Value ($000) $467 Shares 3,242 Est. Cost $29.87 Unrealized +51.5%
XYZ SQUARE INC 0.3%
Value ($000) $464 Shares 2,132 Est. Cost $90.29 Unrealized +116.0%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $463 Shares 5,478 Est. Cost $85.75 Unrealized -24.2%
IXUS ISHARES TR 0.3%
Value ($000) $459 Shares 6,834 Est. Cost $53.67 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $451 Shares 6,077 Est. Cost $58.75 Unrealized +2.2%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $450 Shares 843 Est. Cost $225.21 Unrealized +99.6%
IJH ISHARES TR 0.3%
Value ($000) $446 Shares 1,942 Est. Cost $177.14 Unrealized
REDFIN CORP 0.3%
Value ($000) $440 Shares 6,417 Est. Cost $41.91 Unrealized
INTU INTUIT 0.3%
Value ($000) $437 Shares 1,150 Est. Cost $280.37 Unrealized +21.4%
IDXX IDEXX LABS INC 0.3%
Value ($000) $419 Shares 839 Est. Cost $278.27 Unrealized +60.8%
BL BLACKLINE INC 0.3%
Value ($000) $407 Shares 3,048 Est. Cost $83.91 Unrealized +33.0%
TJX TJX COS INC NEW 0.3%
Value ($000) $406 Shares 5,950 Est. Cost $50.09 Unrealized +12.7%
TWITTER INC 0.3%
Value ($000) $396 Shares 7,315 Est. Cost $36.62 Unrealized
TROX TRONOX HOLDINGS PLC 0.3%
Value ($000) $395 Shares 27,026 Est. Cost $6.69 Unrealized +74.1%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $389 Shares 9,765 Est. Cost $47.90 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $389 Shares 10,108 Est. Cost $34.23 Unrealized
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $385 Shares 7,195 Est. Cost $39.78 Unrealized +14.6%
DGRO ISHARES TR 0.3%
Value ($000) $385 Shares 8,590 Est. Cost $38.85 Unrealized
DGRW WISDOMTREE TR 0.3%
Value ($000) $382 Shares 7,083 Est. Cost $38.60 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $380 Shares 6,888 Est. Cost $52.20 Unrealized
LINDE PLC 0.2%
Value ($000) $377 Shares 1,430 Est. Cost $193.72 Unrealized
DOCU DOCUSIGN INC 0.2%
Value ($000) $375 Shares 1,686 Est. Cost $126.03 Unrealized +78.2%
KR KROGER CO 0.2%
Value ($000) $366 Shares 11,523 Est. Cost $21.04 Unrealized +38.1%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $364 Shares 4,220 Est. Cost $45.83 Unrealized +54.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $361 Shares 1,985 Est. Cost $111.52 Unrealized +38.1%
ABBV ABBVIE INC 0.2%
Value ($000) $358 Shares 3,337 Est. Cost $65.80 Unrealized +20.0%
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $356 Shares 3,637 Est. Cost $70.03 Unrealized +27.6%
AXON AXON ENTERPRISE INC 0.2%
Value ($000) $355 Shares 2,894 Est. Cost $86.99 Unrealized +31.9%
SPLUNK INC 0.2%
Value ($000) $354 Shares 2,086 Est. Cost $126.14 Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $354 Shares 3,811 Est. Cost $77.71 Unrealized
BA BOEING CO 0.2%
Value ($000) $354 Shares 1,652 Est. Cost $192.22 Unrealized 0.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $344 Shares 6,688 Est. Cost $51.68 Unrealized
ELV ANTHEM INC 0.2%
Value ($000) $338 Shares 1,053 Est. Cost $250.01 Unrealized +14.5%
TREX TREX CO INC 0.2%
Value ($000) $331 Shares 3,956 Est. Cost $61.26 Unrealized +24.9%
WISDOMTREE TR 0.2%
Value ($000) $330 Shares 13,166 Est. Cost $25.12 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $328 Shares 3,583 Est. Cost $70.40 Unrealized +7.5%
U UNITY SOFTWARE INC 0.2%
Value ($000) $318 Shares 2,073 Est. Cost $121.55 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $316 Shares 5,602 Est. Cost $56.60 Unrealized -10.5%
KO COCA COLA CO 0.2%
Value ($000) $314 Shares 5,717 Est. Cost $41.95 Unrealized +5.5%
ABIOMED INC 0.2%
Value ($000) $312 Shares 962 Est. Cost $288.53 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $311 Shares 6,175 Est. Cost $33.04 Unrealized +29.6%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $310 Shares 6,088 Est. Cost $44.81 Unrealized 0.0%
SHV ISHARES TR 0.2%
Value ($000) $309 Shares 2,800 Est. Cost $110.74 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $309 Shares 4,522 Est. Cost $49.74 Unrealized +11.0%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $309 Shares 5,492 Est. Cost $46.65 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $298 Shares 7,067 Est. Cost $21.73 Unrealized +13.3%
MO ALTRIA GROUP INC 0.2%
Value ($000) $292 Shares 7,124 Est. Cost $31.80 Unrealized -16.1%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $291 Shares 396 Est. Cost $211.00 Unrealized +7.4%
MTCH MATCH GROUP INC NEW 0.2%
Value ($000) $289 Shares 1,913 Est. Cost $129.23 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.2%
Value ($000) $281 Shares 995 Est. Cost $284.22 Unrealized -3.8%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $279 Shares 1,923 Est. Cost $104.68 Unrealized +23.5%
VOOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $273 Shares 2,210 Est. Cost $123.69 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $271 Shares 2,973 Est. Cost $71.07 Unrealized +16.7%
NUVEEN AMT FREE QLTY MUN INC 0.2%
Value ($000) $269 Shares 17,810 Est. Cost $12.60 Unrealized
MMM 3M CO 0.2%
Value ($000) $265 Shares 1,518 Est. Cost $106.19 Unrealized +10.7%
NUVEEN AMT FREE MUN CR INC F 0.2%
Value ($000) $263 Shares 15,683 Est. Cost $14.47 Unrealized
IMCB ISHARES TR 0.2%
Value ($000) $262 Shares 1,118 Est. Cost $163.74 Unrealized
PPL PPL CORP 0.2%
Value ($000) $259 Shares 9,167 Est. Cost $23.16 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $258 Shares 1,696 Est. Cost $124.71 Unrealized 0.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $257 Shares 2,703 Est. Cost $74.51 Unrealized
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $251 Shares 6,816 Est. Cost $38.31 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $249 Shares 667 Est. Cost $308.38 Unrealized
MUNI PIMCO ETF TR 0.2%
Value ($000) $248 Shares 4,365 Est. Cost $55.70 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $248 Shares 4,249 Est. Cost $55.90 Unrealized -11.7%
NUVEEN QUALITY MUNCP INCOME 0.2%
Value ($000) $247 Shares 16,053 Est. Cost $12.80 Unrealized
FTSD FRANKLIN ETF TR 0.2%
Value ($000) $246 Shares 2,571 Est. Cost $95.83 Unrealized
ZENDESK INC 0.2%
Value ($000) $245 Shares 1,715 Est. Cost $143.12 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $244 Shares 2,233 Est. Cost $81.94 Unrealized +21.1%
IXC ISHARES TR 0.2%
Value ($000) $239 Shares 11,750 Est. Cost $16.69 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $237 Shares 893 Est. Cost $161.28 Unrealized +50.3%
ASML ASML HOLDING N V 0.2%
Value ($000) $235 Shares 482 Est. Cost $487.72 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.2%
Value ($000) $233 Shares 1,369 Est. Cost $148.17 Unrealized 0.0%
SNPS SYNOPSYS INC 0.2%
Value ($000) $233 Shares 897 Est. Cost $230.63 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $228 Shares 1,352 Est. Cost $117.34 Unrealized +16.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $226 Shares 3,845 Est. Cost $38.13 Unrealized +33.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $224 Shares 2,711 Est. Cost $58.86 Unrealized +2.5%
RGEN REPLIGEN CORP 0.1%
Value ($000) $223 Shares 1,162 Est. Cost $181.94 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $223 Shares 20,616 Est. Cost $7.54 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $221 Shares 1,567 Est. Cost $117.16 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $221 Shares 830 Est. Cost $223.63 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $220 Shares 3,586 Est. Cost $49.52 Unrealized 0.0%
ZYNGA INC 0.1%
Value ($000) $220 Shares 22,317 Est. Cost $6.16 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $219 Shares 618 Est. Cost $323.59 Unrealized -1.4%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $218 Shares 19,630 Est. Cost $9.45 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $218 Shares 8,718 Est. Cost $24.85 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $216 Shares 2,000 Est. Cost $100.42 Unrealized 0.0%
THG HANOVER INS GROUP INC 0.1%
Value ($000) $212 Shares 1,817 Est. Cost $95.46 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value ($000) $212 Shares 2,307 Est. Cost $91.92 Unrealized
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $207 Shares 1,034 Est. Cost $203.34 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $205 Shares 2,196 Est. Cost $76.93 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $202 Shares 1,149 Est. Cost $147.45 Unrealized 0.0%
SWBI SMITH & WESSON BRANDS INC 0.1%
Value ($000) $188 Shares 10,607 Est. Cost $16.54 Unrealized 0.0%
NUVEEN INT DUR QUAL MUN TRM 0.1%
Value ($000) $169 Shares 11,500 Est. Cost $13.33 Unrealized
TCW STRATEGIC INCOME FD INC 0.1%
Value ($000) $119 Shares 20,948 Est. Cost $5.72 Unrealized
ABUS ARBUTUS BIOPHARMA CORP 0.1%
Value ($000) $112 Shares 31,570 Est. Cost $3.50 Unrealized 0.0%