COHEN & STEERS, INC. Diversified Active

CIK: 0001284812 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $46,283 (100.0% shares, 0.0% debt)

Holdings (402)

PLD Prologis Inc. 10.0%
Value ($000) $4,632 Shares 37,127,905 Est. Cost $87.85 Unrealized +27.4%
WELL Welltower Inc. 6.9%
Value ($000) $3,176 Shares 44,309,120 Est. Cost $67.48 Unrealized +0.5%
DLR Digital Realty Trust Inc. 6.8%
Value ($000) $3,148 Shares 32,028,465 Est. Cost $110.82 Unrealized -14.0%
O Realty Income Corporation 5.9%
Value ($000) $2,751 Shares 43,446,709 Est. Cost $54.91 Unrealized +0.4%
INVH Invitation Homes Inc 5.6%
Value ($000) $2,584 Shares 82,765,217 Est. Cost $33.10 Unrealized -14.9%
SPG Simon Property Group Inc. 5.5%
Value ($000) $2,528 Shares 22,581,331 Est. Cost $81.79 Unrealized +24.6%
PSA Public Storage 5.1%
Value ($000) $2,382 Shares 7,884,067 Est. Cost $168.27 Unrealized +54.9%
EQIX Equinix Inc. 3.6%
Value ($000) $1,674 Shares 2,322,609 Est. Cost $498.73 Unrealized +32.8%
MAA Mid-America Apartment Communities 3.5%
Value ($000) $1,620 Shares 10,727,083 Est. Cost $150.14 Unrealized -5.7%
UDR UDR Inc. 3.0%
Value ($000) $1,404 Shares 34,190,270 Est. Cost $25.30 Unrealized +45.1%
AMT American Tower Corporation 3.0%
Value ($000) $1,395 Shares 6,826,820 Est. Cost $198.15 Unrealized -4.3%
COLD Americold Realty Trust 2.8%
Value ($000) $1,296 Shares 45,565,966 Est. Cost $32.88 Unrealized
CPT Camden Property Trust 2.8%
Value ($000) $1,276 Shares 12,176,160 Est. Cost $133.77 Unrealized -24.0%
SUI Sun Communities Inc. 2.7%
Value ($000) $1,267 Shares 8,996,245 Est. Cost $138.75 Unrealized
CCI Crown Castle International Corp. 2.5%
Value ($000) $1,161 Shares 8,677,455 Est. Cost $128.56 Unrealized -8.6%
HR Healthcare Realty Trust Inc. 2.5%
Value ($000) $1,146 Shares 59,302,010 Est. Cost $12.45 Unrealized
SBAC SBA Communications Corporation 2.4%
Value ($000) $1,121 Shares 4,293,354 Est. Cost $246.77 Unrealized +5.8%
EXR Extra Space Storage Inc. 1.6%
Value ($000) $741 Shares 4,545,508 Est. Cost $79.22 Unrealized +74.5%
Spirit Realty Capital 1.6%
Value ($000) $731 Shares 18,361,772 Est. Cost $31.54 Unrealized
HST Host Hotels & Resorts Inc. 1.5%
Value ($000) $682 Shares 41,402,838 Est. Cost $12.90 Unrealized +12.8%
KIM Kimco Realty Corporation 1.4%
Value ($000) $639 Shares 32,727,805 Est. Cost $16.43 Unrealized +8.7%
Apartment Income Reit Co 1.4%
Value ($000) $627 Shares 17,527,035 Est. Cost $42.34 Unrealized
NEE NextEra Energy Inc. 1.0%
Value ($000) $479 Shares 6,216,129 Est. Cost $57.86 Unrealized +22.1%
JLL Jones Lang Lasalle Inc. 1.0%
Value ($000) $445 Shares 3,057,240 Est. Cost $141.83 Unrealized +17.5%
HIW Highwoods Properties Inc. 0.9%
Value ($000) $404 Shares 17,430,143 Est. Cost $41.78 Unrealized
CUZ Cousins Properties Inc. 0.8%
Value ($000) $358 Shares 16,757,073 Est. Cost $18.49 Unrealized
AMH American Homes 4 Rent-CL 0.7%
Value ($000) $321 Shares 10,207,408 Est. Cost $0.44 Unrealized
SRE Sempra Energy 0.6%
Value ($000) $259 Shares 1,712,140 Est. Cost $60.92 Unrealized +14.5%
BYD Boyd Gaming Corp. 0.5%
Value ($000) $254 Shares 3,964,188 Est. Cost $33.60 Unrealized +78.9%
REXR Rexford Industrial Realty Inc 0.5%
Value ($000) $216 Shares 3,622,306 Est. Cost $38.60 Unrealized
UNP Union Pacific Corporation 0.5%
Value ($000) $215 Shares 1,068,343 Est. Cost $190.34 Unrealized -0.5%
PPL PPL Corporation 0.5%
Value ($000) $215 Shares 7,728,725 Est. Cost $24.70 Unrealized +3.7%
ESS Essex Property Trust Inc. 0.5%
Value ($000) $214 Shares 1,024,638 Est. Cost $185.92 Unrealized +5.8%
AKR Acadia Realty Trust 0.4%
Value ($000) $199 Shares 14,286,235 Est. Cost $18.67 Unrealized
LNT Alliant Energy Corporation 0.4%
Value ($000) $189 Shares 3,539,199 Est. Cost $49.01 Unrealized -1.5%
CSX CSX Corporation 0.4%
Value ($000) $188 Shares 6,267,019 Est. Cost $29.57 Unrealized -0.4%
LNG Cheniere Energy Inc. 0.4%
Value ($000) $178 Shares 1,127,108 Est. Cost $68.37 Unrealized +120.8%
NI NiSource Inc. 0.4%
Value ($000) $177 Shares 6,341,254 Est. Cost $21.52 Unrealized +15.6%
CNP CenterPoint Energy Inc. 0.4%
Value ($000) $174 Shares 5,913,801 Est. Cost $17.89 Unrealized +51.3%
VICI VICI Properties Inc. 0.4%
Value ($000) $167 Shares 5,110,852 Est. Cost $23.08 Unrealized +21.8%
IRM Iron Mountain Incorporated 0.3%
Value ($000) $155 Shares 2,927,757 Est. Cost $47.24 Unrealized +0.0%
PEG Public Service Enterprise Group Incorporated 0.3%
Value ($000) $154 Shares 2,473,651 Est. Cost $53.74 Unrealized +2.1%
EXC Exelon Corporation 0.3%
Value ($000) $150 Shares 3,569,745 Est. Cost $37.79 Unrealized -1.0%
EVRG Evergy Inc 0.3%
Value ($000) $142 Shares 2,329,177 Est. Cost $52.49 Unrealized +2.2%
KRG Kite Realty Group Trust 0.3%
Value ($000) $140 Shares 6,708,708 Est. Cost $22.22 Unrealized
FR First Industrial Realty Trust 0.3%
Value ($000) $135 Shares 2,541,813 Est. Cost $36.51 Unrealized
WY Weyerhaeuser Company 0.3%
Value ($000) $124 Shares 4,125,279 Est. Cost $23.83 Unrealized +20.0%
D Dominion Resources Inc. 0.2%
Value ($000) $112 Shares 2,009,406 Est. Cost $53.65 Unrealized -5.7%
DUK Duke Energy Corporation 0.2%
Value ($000) $112 Shares 1,159,196 Est. Cost $87.95 Unrealized +0.2%
DTE DTE Energy Company 0.2%
Value ($000) $112 Shares 1,019,360 Est. Cost $101.45 Unrealized -0.4%
XEL Xcel Energy Inc. 0.2%
Value ($000) $111 Shares 1,645,905 Est. Cost $60.96 Unrealized 0.0%
WTRG Essential Utilities 0.2%
Value ($000) $110 Shares 2,528,749 Est. Cost $45.73 Unrealized -1.3%
TRGP Targa Resources Corp. 0.2%
Value ($000) $96 Shares 1,312,672 Est. Cost $44.82 Unrealized +54.3%
ADC Agree Realty Corp. 0.2%
Value ($000) $78 Shares 1,134,787 Est. Cost $60.95 Unrealized
SO The Southern Company 0.2%
Value ($000) $73 Shares 1,053,554 Est. Cost $49.84 Unrealized +21.7%
SITE Centers Corp 0.2%
Value ($000) $70 Shares 5,706,757 Est. Cost $11.36 Unrealized
WM Waste Management Inc. 0.1%
Value ($000) $66 Shares 403,693 Est. Cost $146.36 Unrealized +0.0%
PCG PG&E Corporation 0.1%
Value ($000) $65 Shares 4,006,814 Est. Cost $15.59 Unrealized +0.2%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $64 Shares 301,781 Est. Cost $194.57 Unrealized +11.4%
LAMR Lamar Advertising Co 0.1%
Value ($000) $56 Shares 557,133 Est. Cost $88.97 Unrealized
DTM Dt Midstream Inc 0.1%
Value ($000) $55 Shares 1,117,353 Est. Cost $36.69 Unrealized +24.9%
FE Firstenergy Corp. 0.1%
Value ($000) $55 Shares 1,370,190 Est. Cost $29.92 Unrealized +19.8%
NTST Netstreit Corp 0.1%
Value ($000) $49 Shares 2,689,548 Est. Cost $21.94 Unrealized
Life Storage Inc. 0.1%
Value ($000) $49 Shares 370,801 Est. Cost $115.11 Unrealized
GLDM Spdr Gold Minishares Trust 0.1%
Value ($000) $47 Shares 1,204,442 Est. Cost $36.57 Unrealized
ETR Entergy Corporation 0.1%
Value ($000) $46 Shares 425,010 Est. Cost $43.85 Unrealized +8.9%
TRICON CAPITAL GROUP INC 0.1%
Value ($000) $45 Shares 5,842,213 Est. Cost $14.52 Unrealized
CEG Constellation Energy Corp 0.1%
Value ($000) $37 Shares 476,526 Est. Cost $87.56 Unrealized -9.7%
OKE Oneok Inc. 0.1%
Value ($000) $37 Shares 576,348 Est. Cost $43.67 Unrealized +31.3%
CMS CMS Energy Corporation 0.1%
Value ($000) $35 Shares 565,740 Est. Cost $34.08 Unrealized +64.6%
ET Energy Transfer LP 0.1%
Value ($000) $31 Shares 2,499,926 Est. Cost $10.79 Unrealized
DBRG DigitalBridge Group Inc 0.1%
Value ($000) $30 Shares 2,537,140 Est. Cost $19.04 Unrealized -34.6%
AWK American Water Works Company Inc. 0.1%
Value ($000) $28 Shares 193,162 Est. Cost $65.95 Unrealized +110.6%
Pimco Dynamic Income Fund 0.1%
Value ($000) $28 Shares 1,540,892 Est. Cost $25.81 Unrealized
PAA Plains All American Pipeline LP 0.1%
Value ($000) $27 Shares 2,135,002 Est. Cost $11.30 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $24 Shares 709,228 Est. Cost $31.79 Unrealized
Bunge Limited 0.0%
Value ($000) $20 Shares 214,511 Est. Cost $69.57 Unrealized
EPRT Essential Properties Realty 0.0%
Value ($000) $19 Shares 774,781 Est. Cost $19.45 Unrealized
Adams Express Co 0.0%
Value ($000) $17 Shares 1,090,230 Est. Cost $16.97 Unrealized
Pimco Dynamic Income Opport 0.0%
Value ($000) $17 Shares 1,356,340 Est. Cost $18.78 Unrealized
EPD Enterprise Products Partners 0.0%
Value ($000) $17 Shares 645,190 Est. Cost $20.37 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $17 Shares 225,228 Est. Cost $53.32 Unrealized +31.2%
Zimmer Energy Transition Acquisition Corp 0.0%
Value ($000) $16 Shares 1,502,065 Est. Cost $10.04 Unrealized
KNTK Kinetik Holdings Inc 0.0%
Value ($000) $16 Shares 505,848 Est. Cost $30.68 Unrealized 0.0%
CTVA Corteva Inc-W/I 0.0%
Value ($000) $15 Shares 244,440 Est. Cost $37.57 Unrealized +57.3%
Gabelli Dividend & Income Trust 0.0%
Value ($000) $15 Shares 703,260 Est. Cost $20.61 Unrealized
CVX Chevron Corporation 0.0%
Value ($000) $15 Shares 89,129 Est. Cost $130.25 Unrealized +14.0%
FCX Freeport-Mcmoran Inc. 0.0%
Value ($000) $14 Shares 335,350 Est. Cost $27.77 Unrealized +44.0%
KMI Kinder Morgan Inc. 0.0%
Value ($000) $13 Shares 766,350 Est. Cost $14.50 Unrealized +5.1%
WMB The Williams Companies Inc. 0.0%
Value ($000) $13 Shares 440,691 Est. Cost $19.55 Unrealized +38.8%
XOM Exxon Mobil Corporation 0.0%
Value ($000) $13 Shares 120,001 Est. Cost $51.04 Unrealized +96.3%
IAU I Shares Gold Trust 0.0%
Value ($000) $12 Shares 327,407 Est. Cost $33.77 Unrealized
Blackrock Capital Allocation 0.0%
Value ($000) $11 Shares 738,771 Est. Cost $15.60 Unrealized
LXP Industrial Trust 6.5 Perp 0.0%
Value ($000) $11 Shares 220,015 Est. Cost $61.51 Unrealized
Blackrock Esg Capital Alloca 0.0%
Value ($000) $10 Shares 663,029 Est. Cost $8.45 Unrealized
GLD Spdr Gold Trust 0.0%
Value ($000) $10 Shares 55,850 Est. Cost $79.52 Unrealized
VALE Vale S.A. ADR 0.0%
Value ($000) $10 Shares 624,620 Est. Cost $12.99 Unrealized
Guggenheim Active Allocation 0.0%
Value ($000) $10 Shares 701,925 Est. Cost $9.73 Unrealized
PGIM Short Duration High Yield FD 0.0%
Value ($000) $10 Shares 786,926 Est. Cost $15.52 Unrealized
Prudential Gbl Shrt Dur Hi Yld 0.0%
Value ($000) $9 Shares 857,735 Est. Cost $14.85 Unrealized
Wells Fargo Advantage Income Fund 0.0%
Value ($000) $9 Shares 1,372,421 Est. Cost $8.21 Unrealized
Rlj Lodging Trust 7.8 Perp Sr:A Cvt 0.0%
Value ($000) $9 Shares 344,075 Est. Cost $28.76 Unrealized
CEF Sprott Physical Gold And Silver Trust 0.0%
Value ($000) $9 Shares 455,779 Est. Cost $12.26 Unrealized
ADM Archer-Daniels-Midland Company 0.0%
Value ($000) $9 Shares 107,896 Est. Cost $59.26 Unrealized +25.5%
Rice Acquisition Corp Ii 0.0%
Value ($000) $8 Shares 779,016 Est. Cost $10.22 Unrealized
Ares Dynamic Credit Allocation 0.0%
Value ($000) $8 Shares 673,274 Est. Cost $15.14 Unrealized
Pimco Access Income Fund 0.0%
Value ($000) $8 Shares 540,667 Est. Cost $7.73 Unrealized
RSP Invesco S&P 500 Equal Weight 0.0%
Value ($000) $8 Shares 52,956 Est. Cost $80.92 Unrealized
TSN Tyson Foods Inc. 0.0%
Value ($000) $7 Shares 125,565 Est. Cost $61.87 Unrealized -10.4%
XHR Xenia Hotels & Resorts Inc 0.0%
Value ($000) $7 Shares 552,919 Est. Cost $0.01 Unrealized
AGCO Agco Corp. 0.0%
Value ($000) $7 Shares 53,260 Est. Cost $119.69 Unrealized +2.5%
Guggenheim Strategic Opp Fund 0.0%
Value ($000) $7 Shares 433,208 Est. Cost $18.34 Unrealized
CF CF Industries Holdings Inc. 0.0%
Value ($000) $7 Shares 96,184 Est. Cost $75.12 Unrealized +1.7%
First Trust Intermediate Duration Pref & Inc Fund 0.0%
Value ($000) $7 Shares 427,019 Est. Cost $19.44 Unrealized
PHYS Sprott Physical Gold Tr 0.0%
Value ($000) $7 Shares 428,916 Est. Cost $5.56 Unrealized
Eaton Vance T/A Global Dividend Income 0.0%
Value ($000) $7 Shares 405,267 Est. Cost $16.44 Unrealized
Alpine Total Dynamic Dividend Fund 0.0%
Value ($000) $7 Shares 806,912 Est. Cost $8.06 Unrealized
DE Deere & Company 0.0%
Value ($000) $6 Shares 15,668 Est. Cost $310.85 Unrealized +27.7%
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $6 Shares 827,452 Est. Cost $8.57 Unrealized
Barrick Gold Corp. 0.0%
Value ($000) $6 Shares 343,902 Est. Cost $8.68 Unrealized
VNQ Vanguard Reit Etf 0.0%
Value ($000) $6 Shares 76,072 Est. Cost $42.46 Unrealized
SPSB Spdr Port Shrt Trm Corp Bnd 0.0%
Value ($000) $6 Shares 207,303 Est. Cost $7.95 Unrealized
Invesco Van Kampen Senior Income Trust 0.0%
Value ($000) $6 Shares 1,667,239 Est. Cost $3.93 Unrealized
Nuveen Preferred Income Opportunities Fund 0.0%
Value ($000) $6 Shares 925,480 Est. Cost $9.24 Unrealized
Boulder Growth & Income Fund Inc. 0.0%
Value ($000) $6 Shares 476,158 Est. Cost $12.80 Unrealized
TECK Teck Resources Ltd-Cls B 0.0%
Value ($000) $6 Shares 156,792 Est. Cost $36.33 Unrealized +9.3%
PSX Phillips 66 0.0%
Value ($000) $6 Shares 55,914 Est. Cost $64.41 Unrealized +42.3%
Nuveen Multi-Strategy Income & Growth 2 0.0%
Value ($000) $6 Shares 1,085,200 Est. Cost $6.14 Unrealized
MPT Medical Properties Trust Inc. 0.0%
Value ($000) $5 Shares 667,542 Est. Cost $0.01 Unrealized
Western Asset Divers Inc 0.0%
Value ($000) $5 Shares 406,590 Est. Cost $12.72 Unrealized
Nuveen Municipal Value Fund 0.0%
Value ($000) $5 Shares 588,331 Est. Cost $6.00 Unrealized
Nuveen Global High Income 0.0%
Value ($000) $5 Shares 459,239 Est. Cost $16.03 Unrealized
PIMCO Income Strategy Fund II 0.0%
Value ($000) $5 Shares 696,234 Est. Cost $9.66 Unrealized
Blackrock Limited Duration Income Trust 0.0%
Value ($000) $5 Shares 371,801 Est. Cost $15.19 Unrealized
IWD iShares Russell 1000 Value 0.0%
Value ($000) $5 Shares 30,974 Est. Cost $103.28 Unrealized
Eaton Vance Tax-Adv Dvd. Inc. Fund 0.0%
Value ($000) $5 Shares 207,690 Est. Cost $20.99 Unrealized
Flaherty & Crumrine Dynamic 0.0%
Value ($000) $4 Shares 245,500 Est. Cost $14.83 Unrealized
PIMCO High Income Fund 0.0%
Value ($000) $4 Shares 930,198 Est. Cost $5.50 Unrealized
PFF iShares U.S. Preferred Stock ETF 0.0%
Value ($000) $4 Shares 141,507 Est. Cost $0.93 Unrealized
STLD Steel Dynamics Inc. 0.0%
Value ($000) $4 Shares 38,505 Est. Cost $91.75 Unrealized +21.2%
ENB Enbridge Inc 0.0%
Value ($000) $4 Shares 113,662 Est. Cost $26.45 Unrealized +22.6%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $4 Shares 32,086 Est. Cost $117.57 Unrealized 0.0%
Eaton Vance Sr Fltg Rate Trust 0.0%
Value ($000) $4 Shares 378,258 Est. Cost $4.83 Unrealized
Nuveen Dividend Adv Muni Fd 3 0.0%
Value ($000) $4 Shares 349,474 Est. Cost $10.50 Unrealized
BKR Baker Hughes a GE Co 0.0%
Value ($000) $4 Shares 138,190 Est. Cost $28.29 Unrealized 0.0%
Doubleline Income Solutions 0.0%
Value ($000) $4 Shares 348,993 Est. Cost $18.17 Unrealized
Gabelli Equity Trust 0.0%
Value ($000) $4 Shares 683,640 Est. Cost $3.71 Unrealized
Calamos Convertible Opp&Inc 0.0%
Value ($000) $4 Shares 372,278 Est. Cost $11.22 Unrealized
Blackrock Corporate High Yield Fund 6 0.0%
Value ($000) $4 Shares 445,607 Est. Cost $11.03 Unrealized
Doubleline Yield Opport 0.0%
Value ($000) $4 Shares 271,007 Est. Cost $18.66 Unrealized
First Trust Energy Infra. 0.0%
Value ($000) $4 Shares 264,326 Est. Cost $11.29 Unrealized
RS Reliance Steel & Alu 0.0%
Value ($000) $4 Shares 14,511 Est. Cost $199.04 Unrealized +18.3%
Eaton Vance Limited Duration Fund 0.0%
Value ($000) $4 Shares 375,463 Est. Cost $12.95 Unrealized
Nuveen Floating Rate Income 0.0%
Value ($000) $4 Shares 450,000 Est. Cost $9.62 Unrealized
Nuveen Qual Pfd Inc Fund II 0.0%
Value ($000) $4 Shares 571,102 Est. Cost $7.82 Unrealized
Flah & Crum/Claymore Preferred S I 0.0%
Value ($000) $4 Shares 266,305 Est. Cost $13.04 Unrealized
Stem, Inc. 0.0%
Value ($000) $4 Shares 637,750 Est. Cost $0.01 Unrealized
Calamos Convertible & High Income Fund 0.0%
Value ($000) $4 Shares 329,884 Est. Cost $11.68 Unrealized
Nuveen Ins T/F Adv Municipal 0.0%
Value ($000) $4 Shares 320,598 Est. Cost $13.27 Unrealized
General American Investors 0.0%
Value ($000) $4 Shares 90,985 Est. Cost $36.56 Unrealized
Babson Cap Global 0.0%
Value ($000) $4 Shares 271,541 Est. Cost $16.82 Unrealized
AGIC Convertible & Income FD II 0.0%
Value ($000) $3 Shares 1,140,169 Est. Cost $3.81 Unrealized
VLO Valero Energy Corporation 0.0%
Value ($000) $3 Shares 24,464 Est. Cost $82.32 Unrealized +49.4%
Wework Inc 0.0%
Value ($000) $3 Shares 4,392,749 Est. Cost $8.44 Unrealized
BlackRock Credit Allocation Income Trust 0.0%
Value ($000) $3 Shares 331,022 Est. Cost $14.07 Unrealized
COP Conocophillips 0.0%
Value ($000) $3 Shares 34,164 Est. Cost $83.93 Unrealized +18.5%
FMC FMC Corporation 0.0%
Value ($000) $3 Shares 27,626 Est. Cost $108.32 Unrealized +3.1%
BRK/B Berkshire Hathaway Inc. 0.0%
Value ($000) $3 Shares 10,507 Est. Cost $265.07 Unrealized +16.3%
Nuveen Dividend Advantage Muni Fd 0.0%
Value ($000) $3 Shares 276,880 Est. Cost $12.82 Unrealized
RSPD Invesco S&P 500 Equal Weight Consumer 0.0%
Value ($000) $3 Shares 24,693 Est. Cost $135.78 Unrealized
PBA Pembina Pipeline Corp On Xnys 0.0%
Value ($000) $3 Shares 94,848 Est. Cost $24.21 Unrealized +21.5%
XJPIX Nuveen Preferred & Income Term Fund 0.0%
Value ($000) $3 Shares 173,899 Est. Cost $23.71 Unrealized
KHC HJ Heinz Holdings Corp 0.0%
Value ($000) $3 Shares 78,922 Est. Cost $32.84 Unrealized +4.1%
John Hancock Patriot Premium Dividend Fund II 0.0%
Value ($000) $3 Shares 246,198 Est. Cost $0.01 Unrealized
VCSH Vanguard S/T Corp Bond Etf 0.0%
Value ($000) $3 Shares 40,000 Est. Cost $0.08 Unrealized
CLF Cliffs Natural Resou 0.0%
Value ($000) $3 Shares 161,782 Est. Cost $19.80 Unrealized 0.0%
DNP Select Income Fund 0.0%
Value ($000) $3 Shares 263,699 Est. Cost $10.49 Unrealized
XXHYBXX New America High Income Fund 0.0%
Value ($000) $3 Shares 424,681 Est. Cost $8.84 Unrealized
Blackstone/GSO Long-Short CR 0.0%
Value ($000) $3 Shares 263,520 Est. Cost $14.28 Unrealized
Western Asset Global High In 0.0%
Value ($000) $3 Shares 412,919 Est. Cost $10.31 Unrealized
IWM iShares Russell 2000 0.0%
Value ($000) $3 Shares 16,006 Est. Cost $196.06 Unrealized
Royce Value Trust 0.0%
Value ($000) $3 Shares 209,671 Est. Cost $15.25 Unrealized
First Trust MLP and Energy Inc 0.0%
Value ($000) $3 Shares 366,575 Est. Cost $12.91 Unrealized
BlackRock Multi-Sector Inc Tst 0.0%
Value ($000) $3 Shares 191,884 Est. Cost $16.20 Unrealized
Adams Natural Resources Fund 0.0%
Value ($000) $3 Shares 133,935 Est. Cost $11.22 Unrealized
Blackrock Muniyield Insured 0.0%
Value ($000) $3 Shares 238,319 Est. Cost $10.26 Unrealized
Pimco Energy & Tactical Cred 0.0%
Value ($000) $3 Shares 181,173 Est. Cost $9.73 Unrealized
Nuveen Municipal Credit Opp 0.0%
Value ($000) $3 Shares 230,729 Est. Cost $13.12 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $3 Shares 212,040 Est. Cost $9.09 Unrealized
First Trust High Inc 0.0%
Value ($000) $3 Shares 230,000 Est. Cost $14.89 Unrealized
GEL Genesis Energy LP 0.0%
Value ($000) $3 Shares 228,323 Est. Cost $3.84 Unrealized
Tekla Healthcare Investors 0.0%
Value ($000) $3 Shares 144,528 Est. Cost $21.40 Unrealized
SPY SPDR Trust Series 1 0.0%
Value ($000) $3 Shares 6,180 Est. Cost $267.52 Unrealized
TRP TC Energy Corp 0.0%
Value ($000) $2 Shares 63,792 Est. Cost $37.65 Unrealized -6.9%
TLT iShares Barlcays 20 Year Tr 0.0%
Value ($000) $2 Shares 23,019 Est. Cost $36.12 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $2 Shares 6,278 Est. Cost $263.42 Unrealized
Neuberger Berman Intmd Muni 0.0%
Value ($000) $2 Shares 211,727 Est. Cost $2.52 Unrealized
Nuveen Dividend Advan Muni Inc 0.0%
Value ($000) $2 Shares 192,844 Est. Cost $12.54 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $2 Shares 44,621 Est. Cost $50.57 Unrealized 0.0%
PSLV Sprott Physical Silver Trust 0.0%
Value ($000) $2 Shares 270,145 Est. Cost $7.89 Unrealized
NEM Newmont Mining Corporation 0.0%
Value ($000) $2 Shares 45,900 Est. Cost $47.77 Unrealized -6.2%
Western Asset Emerging Marke 0.0%
Value ($000) $2 Shares 260,000 Est. Cost $13.13 Unrealized
AllianceBernstein Global High Income Fund 0.0%
Value ($000) $2 Shares 229,302 Est. Cost $13.27 Unrealized
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $2 Shares 35,447 Est. Cost $49.85 Unrealized +18.7%
Western Asset Global Corp. 0.0%
Value ($000) $2 Shares 169,581 Est. Cost $17.32 Unrealized
MFS Multimarket Income Trust 0.0%
Value ($000) $2 Shares 466,440 Est. Cost $3.49 Unrealized
Mainstay Cbre Glbl Infr Mega 0.0%
Value ($000) $2 Shares 146,177 Est. Cost $16.06 Unrealized
Nuveen Real Asset Inc and Grow 0.0%
Value ($000) $2 Shares 172,921 Est. Cost $16.06 Unrealized
Eaton Vance Floating Rate Income Trust 0.0%
Value ($000) $2 Shares 173,496 Est. Cost $6.32 Unrealized
Thornburg Income Builder Opp 0.0%
Value ($000) $2 Shares 127,172 Est. Cost $14.92 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $2 Shares 45,486 Est. Cost $46.51 Unrealized 0.0%
Pgim Shrt Durat Hi Yld 0.0%
Value ($000) $2 Shares 130,621 Est. Cost $16.97 Unrealized
IBB iShares Nasdaq Biotechnology 0.0%
Value ($000) $2 Shares 14,773 Est. Cost $145.99 Unrealized
Blackrock Enh Cap And Inc 0.0%
Value ($000) $2 Shares 104,136 Est. Cost $15.63 Unrealized
AAPL Apple Inc. 0.0%
Value ($000) $2 Shares 11,290 Est. Cost $111.18 Unrealized +30.9%
PAC Grupo Aeroportuario PAC - ADR 0.0%
Value ($000) $2 Shares 9,463 Est. Cost $83.55 Unrealized
MSFT Microsoft Corporation 0.0%
Value ($000) $2 Shares 6,399 Est. Cost $134.15 Unrealized +85.9%
BlackRock MuniHoldings Fd Inc 0.0%
Value ($000) $2 Shares 151,181 Est. Cost $15.44 Unrealized
PPC Pilgrims Pride Corporation 0.0%
Value ($000) $2 Shares 76,407 Est. Cost $25.68 Unrealized -5.7%
PBR Petroleo Brasileiro S.A. - ADR 0.0%
Value ($000) $2 Shares 165,877 Est. Cost $0.01 Unrealized
Western Asset High Yield Defined Opportunity Fd. 0.0%
Value ($000) $2 Shares 138,478 Est. Cost $15.90 Unrealized
KKR Income Opportunities 0.0%
Value ($000) $2 Shares 146,106 Est. Cost $14.75 Unrealized
Liberty All-Star Equity Fund 0.0%
Value ($000) $2 Shares 250,000 Est. Cost $7.97 Unrealized
CCJ Cameco Corp 0.0%
Value ($000) $2 Shares 57,997 Est. Cost $26.25 Unrealized +0.1%
Entertainment Properties Trust Pfd. E 0.0%
Value ($000) $2 Shares 57,085 Est. Cost $35.75 Unrealized
Eaton Vance Tax-Managed Dividend 0.0%
Value ($000) $1 Shares 127,766 Est. Cost $11.35 Unrealized
Apollo Tactical Income Fund 0.0%
Value ($000) $1 Shares 122,742 Est. Cost $14.20 Unrealized
DCP Midstream Partners LP 0.0%
Value ($000) $1 Shares 35,501 Est. Cost $30.05 Unrealized
First Trust New Opportunites MLP 0.0%
Value ($000) $1 Shares 245,800 Est. Cost $10.73 Unrealized
Equitrans Midstream Corp-W/I 0.0%
Value ($000) $1 Shares 252,901 Est. Cost $8.40 Unrealized
Blackrock Glbl Flt Rt Inc Tr 0.0%
Value ($000) $1 Shares 127,032 Est. Cost $9.20 Unrealized
Voya Global Equity Dividend 0.0%
Value ($000) $1 Shares 278,204 Est. Cost $0.01 Unrealized
GLPI Gaming and Leisure Prop 0.0%
Value ($000) $1 Shares 27,063 Est. Cost $46.93 Unrealized
Eaton Vance Risk-Managed Diversified Equity Income 0.0%
Value ($000) $1 Shares 176,694 Est. Cost $0.01 Unrealized
Blackrock Debt Strategies Fund 0.0%
Value ($000) $1 Shares 142,603 Est. Cost $7.36 Unrealized
Wells Fargo & Co. 7.5 0.0%
Value ($000) $1 Shares 1,150 Est. Cost $1490.38 Unrealized
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $1 Shares 193,502 Est. Cost $7.13 Unrealized
Wells Fargo Advantage Multi-Sector Fund 0.0%
Value ($000) $1 Shares 143,767 Est. Cost $13.01 Unrealized
Tekla Healthcare Opportunities Fund 0.0%
Value ($000) $1 Shares 69,045 Est. Cost $17.84 Unrealized
IWN Ishares Russell 2000 Value E 0.0%
Value ($000) $1 Shares 9,400 Est. Cost $156.22 Unrealized
AVB AvalonBay Communities Inc. 0.0%
Value ($000) $1 Shares 7,426 Est. Cost $168.25 Unrealized -8.8%
Mainstay DefTerm Muni Opps 0.0%
Value ($000) $1 Shares 69,413 Est. Cost $11.95 Unrealized
Blackrock Muniyield Quality 0.0%
Value ($000) $1 Shares 101,182 Est. Cost $13.46 Unrealized
Blackrock Health Sci Tr Ii 0.0%
Value ($000) $1 Shares 71,006 Est. Cost $17.94 Unrealized
Tekla Life Sciences Investors 0.0%
Value ($000) $1 Shares 83,125 Est. Cost $16.87 Unrealized
PIMCO Global Stocksplus & In 0.0%
Value ($000) $1 Shares 155,199 Est. Cost $10.61 Unrealized
BlackRock Muni Target Term Tr 0.0%
Value ($000) $1 Shares 52,263 Est. Cost $0.02 Unrealized
First Trust Energy Income and Growth Fund 0.0%
Value ($000) $1 Shares 85,396 Est. Cost $0.01 Unrealized
Benson Hill Inc 0.0%
Value ($000) $1 Shares 962,500 Est. Cost $6.55 Unrealized
AGIC Equity & Convertible Income 0.0%
Value ($000) $1 Shares 56,127 Est. Cost $26.76 Unrealized
ARLP Alliance Resource Partners LP 0.0%
Value ($000) $1 Shares 52,554 Est. Cost $12.09 Unrealized
EQR Equity Residential 0.0%
Value ($000) $1 Shares 17,170 Est. Cost $54.27 Unrealized 0.0%
AVGO Broadcom Inc 0.0%
Value ($000) $1 Shares 1,604 Est. Cost $28.56 Unrealized +101.6%
Nuveen Floating Rate Income Opportunity Fund 0.0%
Value ($000) $1 Shares 127,756 Est. Cost $6.62 Unrealized
John Hancock T/A Dividend Income Fund 0.0%
Value ($000) $1 Shares 47,835 Est. Cost $20.86 Unrealized
PAGP Plains GP Holdings LP 0.0%
Value ($000) $1 Shares 77,238 Est. Cost $0.01 Unrealized
Nuveen Select Tax Free 0.0%
Value ($000) $1 Shares 68,000 Est. Cost $12.91 Unrealized
PPH Vaneck Pharmaceutical Etf 0.0%
Value ($000) $1 Shares 11,748 Est. Cost $75.27 Unrealized
RPT Realty 7.25 CV Pr.D (RPT D) 0.0%
Value ($000) $1 Shares 18,925 Est. Cost $56.20 Unrealized
XPHTX Pioneer High Income Trust 0.0%
Value ($000) $1 Shares 133,405 Est. Cost $8.51 Unrealized
XMYDX Blackrock Muniyield Fund 0.0%
Value ($000) $1 Shares 82,178 Est. Cost $8.03 Unrealized
COWZ Pacer Us Cash Cows 100 Etf 0.0%
Value ($000) $1 Shares 18,745 Est. Cost $0.05 Unrealized
SLV Ishares Silver Trust 0.0%
Value ($000) $1 Shares 39,672 Est. Cost $12.56 Unrealized
NEXT Nextdecade Corp 0.0%
Value ($000) $1 Shares 174,176 Est. Cost $3.94 Unrealized +47.6%
Blackrock Global Enrg & Res 0.0%
Value ($000) $1 Shares 69,780 Est. Cost $0.01 Unrealized
EATON VANCE MUNICIPAL INCOME 0.0%
Value ($000) $1 Shares 44,477 Est. Cost $0.02 Unrealized
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $1 Shares 7,289 Est. Cost $99.14 Unrealized -4.0%
SPPP Sprott Physical Platin and Pal 0.0%
Value ($000) $1 Shares 61,774 Est. Cost $15.86 Unrealized
Nuveen Real Estate Income Fund 0.0%
Value ($000) $1 Shares 100,503 Est. Cost $9.79 Unrealized
Neuberger Berman MLP Income 0.0%
Value ($000) $1 Shares 108,765 Est. Cost $0.01 Unrealized
META Facebook Inc. 0.0%
Value ($000) $1 Shares 3,369 Est. Cost $280.32 Unrealized -39.7%
CUBE CubeSmart 0.0%
Value ($000) $1 Shares 14,974 Est. Cost $37.45 Unrealized
AMZN Amazon.com Inc. 0.0%
Value ($000) $1 Shares 6,463 Est. Cost $125.12 Unrealized -22.8%
APLE Apple Hospitality REIT Inc 0.0%
Value ($000) $1 Shares 41,030 Est. Cost $0.02 Unrealized
JPM JPMorgan Chase & Co. 0.0%
Value ($000) $1 Shares 4,590 Est. Cost $66.96 Unrealized +91.4%
John Hancock Preferred Income III 0.0%
Value ($000) $1 Shares 36,388 Est. Cost $18.10 Unrealized
MCD McDonald's Corporation 0.0%
Value ($000) $1 Shares 1,872 Est. Cost $193.19 Unrealized +29.7%
Nuveen NY AMT-Free Muni Inc 0.0%
Value ($000) $1 Shares 48,385 Est. Cost $12.16 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $0 Shares 3,056 Est. Cost $109.59 Unrealized +34.9%
NVDA NVIDIA Corporation 0.0%
Value ($000) $0 Shares 1,696 Est. Cost $19.29 Unrealized +12.1%
Royce Micro-Capital Trust Inc. 0.0%
Value ($000) $0 Shares 50,884 Est. Cost $7.93 Unrealized
XHNWX Pioneer Diversified High Income 0.0%
Value ($000) $0 Shares 43,266 Est. Cost $14.81 Unrealized
UPS United Parcel Service Inc. 0.0%
Value ($000) $0 Shares 2,194 Est. Cost $99.10 Unrealized +59.6%
Kayne Anderson MLP Investment 0.0%
Value ($000) $0 Shares 48,910 Est. Cost $8.00 Unrealized
PG The Procter & Gamble Company 0.0%
Value ($000) $0 Shares 2,829 Est. Cost $130.56 Unrealized +2.0%
NKE NIKE Inc. 0.0%
Value ($000) $0 Shares 3,406 Est. Cost $102.99 Unrealized +13.3%
Nuveen NY Dividend Adv Muni Fd 0.0%
Value ($000) $0 Shares 37,396 Est. Cost $13.01 Unrealized
UNH UnitedHealth Group Incorporated 0.0%
Value ($000) $0 Shares 865 Est. Cost $471.05 Unrealized -2.9%
BAC Bank of America Corporation 0.0%
Value ($000) $0 Shares 14,012 Est. Cost $23.64 Unrealized +29.3%
MFS Municipal Income Trust 0.0%
Value ($000) $0 Shares 74,125 Est. Cost $4.91 Unrealized
Putnam Muni Opportunities Tst 0.0%
Value ($000) $0 Shares 37,706 Est. Cost $0.01 Unrealized
XPMQX PIMCO Muni Income Fund III 0.0%
Value ($000) $0 Shares 46,501 Est. Cost $5.62 Unrealized
GS The Goldman Sachs Group Inc. 0.0%
Value ($000) $0 Shares 1,164 Est. Cost $197.21 Unrealized +64.1%
V Visa Inc. 0.0%
Value ($000) $0 Shares 1,675 Est. Cost $156.78 Unrealized +39.0%
ICE Intercontinental Exchange Inc. 0.0%
Value ($000) $0 Shares 3,525 Est. Cost $67.58 Unrealized +48.3%
T AT&T Inc. 0.0%
Value ($000) $0 Shares 19,060 Est. Cost $16.34 Unrealized +0.1%
KLAC KLA Corporation 0.0%
Value ($000) $0 Shares 904 Est. Cost $337.92 Unrealized +13.4%
TMO Thermo Fisher Scientific Inc. 0.0%
Value ($000) $0 Shares 626 Est. Cost $320.72 Unrealized +74.2%
ELV Anthem Inc. 0.0%
Value ($000) $0 Shares 784 Est. Cost $339.49 Unrealized +34.1%
ETN Eaton Corporation plc 0.0%
Value ($000) $0 Shares 2,066 Est. Cost $58.94 Unrealized +171.8%
MA MasterCard Incorporated 0.0%
Value ($000) $0 Shares 973 Est. Cost $282.72 Unrealized +26.4%
COST Costco Wholesale Corporation 0.0%
Value ($000) $0 Shares 697 Est. Cost $492.54 Unrealized -4.3%
ADBE Adobe Systems Incorporated 0.0%
Value ($000) $0 Shares 892 Est. Cost $512.46 Unrealized -30.6%
TSLA Tesla Motors Inc. 0.0%
Value ($000) $0 Shares 1,641 Est. Cost $272.87 Unrealized -36.1%
WTW Willis Group Holdings plc 0.0%
Value ($000) $0 Shares 1,403 Est. Cost $137.50 Unrealized +69.2%
CAH Cardinal Health Inc. 0.0%
Value ($000) $0 Shares 4,181 Est. Cost $52.64 Unrealized +35.8%
MS Morgan Stanley 0.0%
Value ($000) $0 Shares 3,553 Est. Cost $37.39 Unrealized +126.9%
Laboratory Corporation of America Holdings 0.0%
Value ($000) $0 Shares 1,340 Est. Cost $191.22 Unrealized
Nuveen Muni High Incm Opport 0.0%
Value ($000) $0 Shares 28,264 Est. Cost $0.01 Unrealized
John Hancock Investors Trust 0.0%
Value ($000) $0 Shares 23,927 Est. Cost $15.39 Unrealized
DIS The Walt Disney Company 0.0%
Value ($000) $0 Shares 3,022 Est. Cost $110.66 Unrealized -11.0%
NOW ServiceNow Inc. 0.0%
Value ($000) $0 Shares 651 Est. Cost $87.09 Unrealized 0.0%
SWKS Skyworks Solutions I 0.0%
Value ($000) $0 Shares 2,571 Est. Cost $101.01 Unrealized 0.0%
IBM International Business Machines Corporation 0.0%
Value ($000) $0 Shares 2,134 Est. Cost $115.64 Unrealized +4.4%
BA The Boeing Company 0.0%
Value ($000) $0 Shares 1,296 Est. Cost $204.18 Unrealized +1.8%
APD Air Products and Chemicals Inc. 0.0%
Value ($000) $0 Shares 955 Est. Cost $203.03 Unrealized +33.1%
MDT Medtronic plc 0.0%
Value ($000) $0 Shares 3,262 Est. Cost $75.95 Unrealized -1.9%
Eaton Vance Insured Muni Bnd 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $6.96 Unrealized
PEP Pepsico Inc. 0.0%
Value ($000) $0 Shares 1,414 Est. Cost $149.80 Unrealized +5.9%
Blackrock Float Rt Income St 0.0%
Value ($000) $0 Shares 22,000 Est. Cost $0.01 Unrealized
PM Philip Morris International Inc. 0.0%
Value ($000) $0 Shares 2,630 Est. Cost $66.77 Unrealized +30.2%
First Trust/Four Crns Sr F 2 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.01 Unrealized
HD The Home Depot Inc. 0.0%
Value ($000) $0 Shares 839 Est. Cost $184.02 Unrealized +54.7%
TFX Teleflex Inc. 0.0%
Value ($000) $0 Shares 971 Est. Cost $254.32 Unrealized -6.8%
John Hancock Preferred Income Fund 0.0%
Value ($000) $0 Shares 15,273 Est. Cost $12.60 Unrealized
DHR Danaher Corporation 0.0%
Value ($000) $0 Shares 954 Est. Cost $108.86 Unrealized +105.9%
C Citigroup Inc. 0.0%
Value ($000) $0 Shares 5,075 Est. Cost $50.14 Unrealized -11.7%
Bank of America 7.25 CV Pfd. L 0.0%
Value ($000) $0 Shares 200 Est. Cost $1445.00 Unrealized
MRK Merck & Co. Inc. 0.0%
Value ($000) $0 Shares 2,148 Est. Cost $65.46 Unrealized +50.8%
Western Asset Municipal Part 0.0%
Value ($000) $0 Shares 18,823 Est. Cost $14.04 Unrealized
AMD Advanced Micro Devic 0.0%
Value ($000) $0 Shares 2,269 Est. Cost $67.81 Unrealized +20.0%
MSI Motorola Solutions Inc. 0.0%
Value ($000) $0 Shares 765 Est. Cost $168.17 Unrealized +51.9%
VZ Verizon Communications Inc. 0.0%
Value ($000) $0 Shares 5,587 Est. Cost $40.05 Unrealized -18.4%
XMHIX Pioneer Municipal High Income Trust 0.0%
Value ($000) $0 Shares 24,000 Est. Cost $8.93 Unrealized
TGT Target Corporation 0.0%
Value ($000) $0 Shares 1,253 Est. Cost $142.93 Unrealized +4.0%
CL Colgate-Palmolive Company 0.0%
Value ($000) $0 Shares 2,760 Est. Cost $65.49 Unrealized +6.3%
WMT Wal-Mart Stores Inc. 0.0%
Value ($000) $0 Shares 1,403 Est. Cost $38.77 Unrealized +18.1%
CB Chubb Ltd 0.0%
Value ($000) $0 Shares 992 Est. Cost $185.25 Unrealized +9.4%
CMDY Ishares Bloomberg Roll Selec 0.0%
Value ($000) $0 Shares 3,633 Est. Cost $36.00 Unrealized
NOC Northrop Grumman Corporation 0.0%
Value ($000) $0 Shares 399 Est. Cost $242.66 Unrealized +82.2%
Invesco Van Kampen Muni Trust 0.0%
Value ($000) $0 Shares 18,000 Est. Cost $9.17 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $0 Shares 781 Est. Cost $144.47 Unrealized +59.6%
PIMCO NY Muni Income Fund II 0.0%
Value ($000) $0 Shares 22,957 Est. Cost $11.28 Unrealized
ICF iShares Cohen & Steers Rlty 0.0%
Value ($000) $0 Shares 3,133 Est. Cost $31.34 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $0 Shares 1,231 Est. Cost $123.77 Unrealized 0.0%
CMCSA Comcast Corporation 0.0%
Value ($000) $0 Shares 4,333 Est. Cost $35.28 Unrealized -1.8%
BK The Bank of New York Mellon Corporation 0.0%
Value ($000) $0 Shares 3,467 Est. Cost $42.35 Unrealized +5.7%
GM General Motors Company 0.0%
Value ($000) $0 Shares 3,982 Est. Cost $35.76 Unrealized +2.6%
DOW Dow Inc 0.0%
Value ($000) $0 Shares 2,377 Est. Cost $45.04 Unrealized +5.0%
F Ford Motor Company 0.0%
Value ($000) $0 Shares 10,276 Est. Cost $10.33 Unrealized -1.2%
XENWX Eaton Vance New York Municipal Bond Fund 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $0.01 Unrealized
Entertainment Property 5.75 CV (EPR C) 0.0%
Value ($000) $0 Shares 6,180 Est. Cost $0.02 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $0 Shares 1,061 Est. Cost $38.42 Unrealized +160.3%
PFE Pfizer Inc. 0.0%
Value ($000) $0 Shares 2,215 Est. Cost $31.71 Unrealized +15.2%
PNC The PNC Financial Services Group Inc. 0.0%
Value ($000) $0 Shares 670 Est. Cost $124.09 Unrealized +8.5%
Invesco Van Kampen Tst NY Mun 0.0%
Value ($000) $0 Shares 7,500 Est. Cost $13.52 Unrealized
Eaton Vance Muni Income Trust 0.0%
Value ($000) $0 Shares 7,239 Est. Cost $13.24 Unrealized
ATO Atmos Energy Corp. 0.0%
Value ($000) $0 Shares 361 Est. Cost $101.69 Unrealized +4.1%
CRM salesforce.com inc. 0.0%
Value ($000) $0 Shares 200 Est. Cost $203.27 Unrealized -17.9%
RWR Spdr Dow Jones Reit Etf 0.0%
Value ($000) $0 Shares 428 Est. Cost $53.47 Unrealized
NXPI NXP Semiconductors N.V. 0.0%
Value ($000) $0 Shares 199 Est. Cost $139.88 Unrealized +20.6%
XIFR Nextera Energy Partners LP 0.0%
Value ($000) $0 Shares 580 Est. Cost $58.95 Unrealized +16.7%
WDAY Workday Inc. 0.0%
Value ($000) $0 Shares 171 Est. Cost $251.85 Unrealized -27.8%
OGE OGE Energy Corporation 0.0%
Value ($000) $0 Shares 896 Est. Cost $35.04 Unrealized +7.3%
ORCL Oracle Corporation 0.0%
Value ($000) $0 Shares 349 Est. Cost $75.85 Unrealized +11.8%
BKH Black Hills Corp. 0.0%
Value ($000) $0 Shares 495 Est. Cost $48.20 Unrealized +19.2%
HTO Sjw Corp 0.0%
Value ($000) $0 Shares 392 Est. Cost $62.85 Unrealized +23.0%
FSLR First Solar Inc. 0.0%
Value ($000) $0 Shares 140 Est. Cost $87.95 Unrealized +107.6%
POR Portland General Electric Co. 0.0%
Value ($000) $0 Shares 608 Est. Cost $35.20 Unrealized +18.7%
IDA IdaCorp. Inc. 0.0%
Value ($000) $0 Shares 269 Est. Cost $99.31 Unrealized +5.7%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $0 Shares 146 Est. Cost $82.55 Unrealized +2.7%
OGS ONE Gas Inc W/I 0.0%
Value ($000) $0 Shares 353 Est. Cost $91.29 Unrealized -13.2%
PGX Invesco Preferred ETF 0.0%
Value ($000) $0 Shares 2,411 Est. Cost $0.01 Unrealized
TSM Taiwan Semiconductors ADR 0.0%
Value ($000) $0 Shares 302 Est. Cost $60.01 Unrealized
ZBRA ZEBRA TECHNOLOGIES Corp.-CL A 0.0%
Value ($000) $0 Shares 82 Est. Cost $274.96 Unrealized +9.9%
SR Spire Inc. 0.0%
Value ($000) $0 Shares 358 Est. Cost $74.37 Unrealized
AVA Avista Corp 0.0%
Value ($000) $0 Shares 503 Est. Cost $34.22 Unrealized +4.7%
CSCO Cisco Systems Inc. 0.0%
Value ($000) $0 Shares 378 Est. Cost $44.97 Unrealized -0.3%
VNET 21Vianet Group Inc-Adr 0.0%
Value ($000) $0 Shares 5,738 Est. Cost $4.18 Unrealized
HESM Hess Midstream Lp - Class A 0.0%
Value ($000) $0 Shares 642 Est. Cost $18.55 Unrealized +23.4%
SEDG Solaredge Technologies Inc 0.0%
Value ($000) $0 Shares 59 Est. Cost $275.58 Unrealized +10.6%
AMAT Applied Materials Inc. 0.0%
Value ($000) $0 Shares 138 Est. Cost $123.60 Unrealized -9.5%
Altantica Yield PLC 0.0%
Value ($000) $0 Shares 584 Est. Cost $0.03 Unrealized
DOC Healthpeak Properties Inc 0.0%
Value ($000) $0 Shares 740 Est. Cost $22.64 Unrealized -8.4%
TMUS T-Mobile US Inc. 0.0%
Value ($000) $0 Shares 105 Est. Cost $136.69 Unrealized +2.4%
ALB Albemarle Corporation 0.0%
Value ($000) $0 Shares 62 Est. Cost $254.14 Unrealized -7.2%
ADI Analog Devices Inc. 0.0%
Value ($000) $0 Shares 68 Est. Cost $100.36 Unrealized +69.9%
ECL Ecolab Inc. 0.0%
Value ($000) $0 Shares 79 Est. Cost $156.39 Unrealized -3.5%
CWST Casella Waste Sys In 0.0%
Value ($000) $0 Shares 128 Est. Cost $66.65 Unrealized +18.7%
ENPH Enphase Energy Inc 0.0%
Value ($000) $0 Shares 49 Est. Cost $216.60 Unrealized 0.0%
XYL Xylem Inc. 0.0%
Value ($000) $0 Shares 99 Est. Cost $95.79 Unrealized +5.3%
ON ON Semiconductor Corp. 0.0%
Value ($000) $0 Shares 117 Est. Cost $64.81 Unrealized +17.2%
CMI Cummins Inc. 0.0%
Value ($000) $0 Shares 37 Est. Cost $220.16 Unrealized +3.5%
CRWD Crowdstrike Holdings Inc - A 0.0%
Value ($000) $0 Shares 63 Est. Cost $243.61 Unrealized -52.5%
NET Cloudflare Inc - Class A 0.0%
Value ($000) $0 Shares 124 Est. Cost $72.02 Unrealized -24.1%
Evoqua Water Technologies Co 0.0%
Value ($000) $0 Shares 126 Est. Cost $26.85 Unrealized
EPR EPR Properties 0.0%
Value ($000) $0 Shares 74 Est. Cost $0.04 Unrealized
VTR Ventas Inc. 0.0%
Value ($000) $0 Shares 64 Est. Cost $32.28 Unrealized +35.0%
DRH Diamondrock Hospitality Co. 0.0%
Value ($000) $0 Shares 159 Est. Cost $8.94 Unrealized
LQD iShares Iboxx Inv Gr Corp. Bd 0.0%
Value ($000) $0 Shares 9 Est. Cost $0.11 Unrealized
FRT Federal Realty Investment Trust 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.82 Unrealized -11.4%
CZR Caesars Entertainment Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.94 Unrealized +11.6%