COHEN & STEERS, INC. Diversified Active

CIK: 0001284812 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $49,424 (100.0% shares, 0.0% debt)

Holdings (395)

PLD Prologis Inc. 8.3%
Value ($000) $4,079 Shares 30,598,055 Est. Cost $87.85 Unrealized +20.2%
WELL Welltower Inc. 7.5%
Value ($000) $3,683 Shares 40,846,208 Est. Cost $68.20 Unrealized +21.7%
AMT American Tower Corporation 7.2%
Value ($000) $3,549 Shares 16,440,715 Est. Cost $182.49 Unrealized -4.0%
SPG Simon Property Group Inc. 6.6%
Value ($000) $3,277 Shares 22,973,119 Est. Cost $82.75 Unrealized +30.9%
DLR Digital Realty Trust Inc. 6.1%
Value ($000) $3,023 Shares 22,464,150 Est. Cost $110.82 Unrealized +8.8%
INVH Invitation Homes Inc 5.6%
Value ($000) $2,746 Shares 80,498,790 Est. Cost $33.06 Unrealized -9.3%
O Realty Income Corporation 4.9%
Value ($000) $2,432 Shares 42,341,746 Est. Cost $54.82 Unrealized -15.2%
EQIX Equinix Inc. 4.2%
Value ($000) $2,087 Shares 2,591,270 Est. Cost $521.98 Unrealized +40.6%
SUI Sun Communities Inc. 3.7%
Value ($000) $1,815 Shares 13,575,656 Est. Cost $91.35 Unrealized
EXR Extra Space Storage Inc. 3.4%
Value ($000) $1,660 Shares 10,353,603 Est. Cost $104.10 Unrealized +11.1%
IRM Iron Mountain Incorporated 3.2%
Value ($000) $1,573 Shares 22,475,614 Est. Cost $55.26 Unrealized +5.7%
CCI Crown Castle International Corp. 2.7%
Value ($000) $1,311 Shares 11,375,567 Est. Cost $120.54 Unrealized -24.7%
COLD Americold Realty Trust 2.5%
Value ($000) $1,221 Shares 40,340,914 Est. Cost $31.41 Unrealized
VICI VICI Properties Inc. 2.2%
Value ($000) $1,109 Shares 34,784,906 Est. Cost $25.83 Unrealized +0.4%
HR Healthcare Realty Trust Inc. 2.2%
Value ($000) $1,106 Shares 64,169,086 Est. Cost $11.46 Unrealized
SBAC SBA Communications Corporation 2.1%
Value ($000) $1,027 Shares 4,046,300 Est. Cost $237.13 Unrealized -9.1%
UDR UDR Inc. 2.1%
Value ($000) $1,025 Shares 26,775,574 Est. Cost $25.54 Unrealized +24.9%
KIM Kimco Realty Corporation 1.9%
Value ($000) $942 Shares 44,190,222 Est. Cost $16.50 Unrealized +3.1%
ESS Essex Property Trust Inc. 1.5%
Value ($000) $762 Shares 3,072,004 Est. Cost $195.71 Unrealized +3.8%
CPT Camden Property Trust 1.5%
Value ($000) $760 Shares 7,656,491 Est. Cost $133.77 Unrealized -36.3%
WPC W.P. Carey & Co. LLC 1.5%
Value ($000) $732 Shares 11,290,841 Est. Cost $0.06 Unrealized
MAA Mid-America Apartment Communities 1.4%
Value ($000) $674 Shares 5,015,516 Est. Cost $150.14 Unrealized -22.2%
Spirit Realty Capital 1.2%
Value ($000) $578 Shares 13,228,064 Est. Cost $31.54 Unrealized
PSA Public Storage 1.0%
Value ($000) $472 Shares 1,547,496 Est. Cost $168.27 Unrealized +44.3%
HST Host Hotels & Resorts Inc. 0.8%
Value ($000) $420 Shares 21,558,627 Est. Cost $12.90 Unrealized +16.9%
HIW Highwoods Properties Inc. 0.8%
Value ($000) $388 Shares 16,889,705 Est. Cost $41.78 Unrealized
Apartment Income Reit Co 0.7%
Value ($000) $358 Shares 10,294,557 Est. Cost $42.34 Unrealized
NEE NextEra Energy Inc. 0.7%
Value ($000) $347 Shares 5,715,196 Est. Cost $57.86 Unrealized -7.6%
AMH American Homes 4 Rent-CL 0.6%
Value ($000) $319 Shares 8,862,999 Est. Cost $0.32 Unrealized
BYD Boyd Gaming Corp. 0.6%
Value ($000) $297 Shares 4,747,662 Est. Cost $39.83 Unrealized +45.5%
AKR Acadia Realty Trust 0.5%
Value ($000) $268 Shares 15,790,037 Est. Cost $16.82 Unrealized
LNG Cheniere Energy Inc. 0.5%
Value ($000) $246 Shares 1,443,877 Est. Cost $88.56 Unrealized +94.0%
PPL PPL Corporation 0.5%
Value ($000) $243 Shares 8,952,615 Est. Cost $24.70 Unrealized -4.6%
CNP CenterPoint Energy Inc. 0.5%
Value ($000) $229 Shares 8,030,646 Est. Cost $21.42 Unrealized +22.7%
SRE Sempra Energy 0.4%
Value ($000) $211 Shares 2,824,363 Est. Cost $63.28 Unrealized +5.5%
OKE Oneok Inc. 0.4%
Value ($000) $201 Shares 2,859,161 Est. Cost $55.59 Unrealized +8.6%
NI NiSource Inc. 0.4%
Value ($000) $193 Shares 7,272,420 Est. Cost $22.95 Unrealized +4.8%
LNT Alliant Energy Corporation 0.4%
Value ($000) $187 Shares 3,651,565 Est. Cost $48.86 Unrealized -4.9%
SO The Southern Company 0.4%
Value ($000) $176 Shares 2,503,670 Est. Cost $57.93 Unrealized +10.0%
PFF iShares U.S. Preferred Stock ETF 0.3%
Value ($000) $173 Shares 5,541,190 Est. Cost $0.04 Unrealized
UNP Union Pacific Corporation 0.3%
Value ($000) $170 Shares 690,267 Est. Cost $193.80 Unrealized +8.0%
NTST Netstreit Corp 0.3%
Value ($000) $167 Shares 9,344,847 Est. Cost $2.51 Unrealized
ED Consolidated Edison Inc. 0.3%
Value ($000) $157 Shares 1,722,014 Est. Cost $83.89 Unrealized -1.0%
PEG Public Service Enterprise Group Incorporated 0.3%
Value ($000) $146 Shares 2,389,722 Est. Cost $54.41 Unrealized +5.3%
ETR Entergy Corporation 0.3%
Value ($000) $125 Shares 1,230,588 Est. Cost $44.52 Unrealized +1.9%
PCG PG&E Corporation 0.2%
Value ($000) $119 Shares 6,591,065 Est. Cost $16.06 Unrealized +3.9%
MPT Medical Properties Trust Inc. 0.2%
Value ($000) $114 Shares 23,226,346 Est. Cost $0.01 Unrealized
D Dominion Resources Inc. 0.2%
Value ($000) $111 Shares 2,361,045 Est. Cost $51.25 Unrealized -21.6%
WY Weyerhaeuser Company 0.2%
Value ($000) $105 Shares 3,030,218 Est. Cost $23.83 Unrealized +22.2%
TRGP Targa Resources Corp. 0.2%
Value ($000) $103 Shares 1,186,413 Est. Cost $51.43 Unrealized +59.5%
LAMR Lamar Advertising Co 0.2%
Value ($000) $99 Shares 927,605 Est. Cost $47.32 Unrealized
DTE DTE Energy Company 0.2%
Value ($000) $96 Shares 869,326 Est. Cost $101.45 Unrealized -6.4%
CSX CSX Corporation 0.2%
Value ($000) $90 Shares 2,594,518 Est. Cost $29.57 Unrealized +4.4%
PGX Invesco Preferred ETF 0.2%
Value ($000) $77 Shares 6,707,643 Est. Cost $0.01 Unrealized
ADC Agree Realty Corp. 0.1%
Value ($000) $73 Shares 1,157,713 Est. Cost $59.26 Unrealized
BNL Broadstone Net Lease Inc 0.1%
Value ($000) $65 Shares 3,752,300 Est. Cost $0.01 Unrealized
AEE Ameren Corporation 0.1%
Value ($000) $60 Shares 835,571 Est. Cost $70.97 Unrealized 0.0%
CMS CMS Energy Corporation 0.1%
Value ($000) $60 Shares 1,033,080 Est. Cost $43.78 Unrealized +19.4%
WTRG Essential Utilities 0.1%
Value ($000) $56 Shares 1,493,108 Est. Cost $43.43 Unrealized -19.6%
RYN Rayonier Inc. 0.1%
Value ($000) $51 Shares 1,534,424 Est. Cost $0.03 Unrealized
KRG Kite Realty Group Trust 0.1%
Value ($000) $48 Shares 2,117,225 Est. Cost $21.53 Unrealized
NSC Norfolk Southern Corporation 0.1%
Value ($000) $48 Shares 202,861 Est. Cost $197.19 Unrealized +1.5%
EGP Eastgroup Properties Inc. 0.1%
Value ($000) $47 Shares 256,205 Est. Cost $0.17 Unrealized
STAG STAG Industrial Inc. 0.1%
Value ($000) $44 Shares 1,121,330 Est. Cost $0.04 Unrealized
ET Energy Transfer LP 0.1%
Value ($000) $43 Shares 3,085,074 Est. Cost $8.40 Unrealized
SITE Centers Corp 0.1%
Value ($000) $40 Shares 2,956,167 Est. Cost $11.36 Unrealized
GLDM Spdr Gold Minishares Trust 0.1%
Value ($000) $40 Shares 983,161 Est. Cost $32.52 Unrealized
KMI Kinder Morgan Inc. 0.1%
Value ($000) $39 Shares 2,227,540 Est. Cost $14.76 Unrealized +3.9%
EVRG Evergy Inc 0.1%
Value ($000) $30 Shares 566,779 Est. Cost $52.49 Unrealized -12.5%
FE Firstenergy Corp. 0.1%
Value ($000) $29 Shares 790,581 Est. Cost $29.92 Unrealized +10.8%
DUK Duke Energy Corporation 0.1%
Value ($000) $27 Shares 277,184 Est. Cost $87.87 Unrealized -4.6%
EPRT Essential Properties Realty 0.1%
Value ($000) $26 Shares 1,011,183 Est. Cost $12.94 Unrealized
KNTK Kinetik Holdings Inc 0.1%
Value ($000) $25 Shares 762,940 Est. Cost $32.78 Unrealized +6.6%
Pimco Dynamic Income Fund 0.1%
Value ($000) $25 Shares 1,412,920 Est. Cost $25.53 Unrealized
PIMCO Dynamic Income Strategy 0.0%
Value ($000) $22 Shares 1,092,776 Est. Cost $1.63 Unrealized
Adams Express Co 0.0%
Value ($000) $21 Shares 1,212,034 Est. Cost $15.26 Unrealized
DTM Dt Midstream Inc 0.0%
Value ($000) $20 Shares 368,549 Est. Cost $36.69 Unrealized +38.3%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $19 Shares 1,264,432 Est. Cost $11.30 Unrealized
EPD Enterprise Products Partners 0.0%
Value ($000) $19 Shares 724,497 Est. Cost $17.24 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $19 Shares 514,959 Est. Cost $31.79 Unrealized
CVX Chevron Corporation 0.0%
Value ($000) $17 Shares 112,445 Est. Cost $139.61 Unrealized -1.3%
CF CF Industries Holdings Inc. 0.0%
Value ($000) $17 Shares 210,564 Est. Cost $72.48 Unrealized +4.2%
Pimco Dynamic Income Opport 0.0%
Value ($000) $17 Shares 1,356,340 Est. Cost $18.78 Unrealized
VNQ Vanguard Reit Etf 0.0%
Value ($000) $16 Shares 184,870 Est. Cost $16.28 Unrealized
SPSB Spdr Port Shrt Trm Corp Bnd 0.0%
Value ($000) $15 Shares 502,348 Est. Cost $1.52 Unrealized
HESM Hess Midstream Lp - Class A 0.0%
Value ($000) $15 Shares 470,433 Est. Cost $23.11 Unrealized +10.5%
Guggenheim Active Allocation 0.0%
Value ($000) $14 Shares 926,251 Est. Cost $7.37 Unrealized
Gabelli Dividend & Income Trust 0.0%
Value ($000) $13 Shares 604,833 Est. Cost $19.72 Unrealized
XOM Exxon Mobil Corporation 0.0%
Value ($000) $13 Shares 126,628 Est. Cost $71.09 Unrealized +37.3%
NTR Nutrien Ltd 0.0%
Value ($000) $13 Shares 224,478 Est. Cost $54.24 Unrealized -3.2%
Blackrock Capital Allocation 0.0%
Value ($000) $12 Shares 797,567 Est. Cost $14.28 Unrealized
Pimco Access Income Fund 0.0%
Value ($000) $12 Shares 833,820 Est. Cost $5.02 Unrealized
CTVA Corteva Inc-W/I 0.0%
Value ($000) $11 Shares 236,922 Est. Cost $41.19 Unrealized +13.0%
VALE Vale S.A. ADR 0.0%
Value ($000) $11 Shares 706,341 Est. Cost $5.86 Unrealized
LXP Industrial Trust 6.5 Perp 0.0%
Value ($000) $11 Shares 222,132 Est. Cost $61.51 Unrealized
Blackrock Esg Capital Alloca 0.0%
Value ($000) $10 Shares 644,890 Est. Cost $7.89 Unrealized
IAU I Shares Gold Trust 0.0%
Value ($000) $10 Shares 262,050 Est. Cost $30.84 Unrealized
Equitrans Midstream Corp-W/I 0.0%
Value ($000) $10 Shares 968,121 Est. Cost $1.76 Unrealized
PSX Phillips 66 0.0%
Value ($000) $10 Shares 72,838 Est. Cost $79.52 Unrealized +39.6%
Nuveen Preferred Income Opportunities Fund 0.0%
Value ($000) $9 Shares 1,395,741 Est. Cost $5.83 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $9 Shares 259,830 Est. Cost $37.77 Unrealized -6.0%
Guggenheim Strategic Opp Fund 0.0%
Value ($000) $9 Shares 724,940 Est. Cost $10.12 Unrealized
Ares Dynamic Credit Allocation 0.0%
Value ($000) $9 Shares 642,693 Est. Cost $15.14 Unrealized
CEF Sprott Physical Gold And Silver Trust 0.0%
Value ($000) $9 Shares 452,497 Est. Cost $11.72 Unrealized
WMB The Williams Companies Inc. 0.0%
Value ($000) $9 Shares 248,217 Est. Cost $21.56 Unrealized +49.2%
Prudential Gbl Shrt Dur Hi Yld 0.0%
Value ($000) $8 Shares 736,411 Est. Cost $14.85 Unrealized
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $8 Shares 1,077,690 Est. Cost $6.49 Unrealized
NPWR Net Power Inc 0.0%
Value ($000) $8 Shares 818,547 Est. Cost $11.11 Unrealized +7.9%
PHYS Sprott Physical Gold Tr 0.0%
Value ($000) $8 Shares 497,155 Est. Cost $4.51 Unrealized
PGIM Short Duration High Yield FD 0.0%
Value ($000) $8 Shares 609,173 Est. Cost $15.52 Unrealized
CLF Cliffs Natural Resou 0.0%
Value ($000) $7 Shares 366,146 Est. Cost $17.55 Unrealized -2.5%
BG Bunge Global Sa 0.0%
Value ($000) $7 Shares 73,727 Est. Cost $98.11 Unrealized 0.0%
TECK Teck Resources Ltd-Cls B 0.0%
Value ($000) $7 Shares 171,042 Est. Cost $36.61 Unrealized +4.9%
Rlj Lodging Trust 7.8 Perp Sr:A Cvt 0.0%
Value ($000) $7 Shares 285,454 Est. Cost $28.35 Unrealized
First Trust Intermediate Duration Pref & Inc Fund 0.0%
Value ($000) $7 Shares 417,019 Est. Cost $19.44 Unrealized
PPC Pilgrims Pride Corporation 0.0%
Value ($000) $7 Shares 245,018 Est. Cost $23.21 Unrealized +9.7%
Boulder Growth & Income Fund Inc. 0.0%
Value ($000) $7 Shares 486,158 Est. Cost $12.53 Unrealized
Wells Fargo Advantage Income Fund 0.0%
Value ($000) $7 Shares 1,018,389 Est. Cost $8.21 Unrealized
Pioneer Natural Resources Company 0.0%
Value ($000) $6 Shares 28,821 Est. Cost $0.23 Unrealized
RIO Rio Tinto PLC-Sponsored ADR 0.0%
Value ($000) $6 Shares 86,788 Est. Cost $0.07 Unrealized
COP Conocophillips 0.0%
Value ($000) $6 Shares 53,377 Est. Cost $92.10 Unrealized +19.1%
RSP Invesco S&P 500 Equal Weight 0.0%
Value ($000) $6 Shares 39,223 Est. Cost $70.40 Unrealized
Alpine Total Dynamic Dividend Fund 0.0%
Value ($000) $6 Shares 763,474 Est. Cost $8.06 Unrealized
General American Investors 0.0%
Value ($000) $6 Shares 141,476 Est. Cost $23.52 Unrealized
RPT Realty 7.25 CV Pr.D (RPT D) 0.0%
Value ($000) $6 Shares 105,425 Est. Cost $10.13 Unrealized
Western Asset Divers Inc 0.0%
Value ($000) $6 Shares 417,083 Est. Cost $10.95 Unrealized
Eaton Vance T/A Global Dividend Income 0.0%
Value ($000) $6 Shares 341,120 Est. Cost $15.96 Unrealized
Eaton Vance Tax-Adv Dvd. Inc. Fund 0.0%
Value ($000) $6 Shares 259,013 Est. Cost $13.87 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $6 Shares 13,132 Est. Cost $121.53 Unrealized
Nuveen Global High Income 0.0%
Value ($000) $6 Shares 459,239 Est. Cost $16.03 Unrealized
AGCO Agco Corp. 0.0%
Value ($000) $6 Shares 45,708 Est. Cost $118.79 Unrealized -6.2%
Nuveen Floating Rate Income 0.0%
Value ($000) $5 Shares 646,052 Est. Cost $6.70 Unrealized
Invesco Van Kampen Senior Income Trust 0.0%
Value ($000) $5 Shares 1,292,294 Est. Cost $3.93 Unrealized
GLD Spdr Gold Trust 0.0%
Value ($000) $5 Shares 27,675 Est. Cost $53.72 Unrealized
Blackrock Limited Duration Income Trust 0.0%
Value ($000) $5 Shares 371,801 Est. Cost $15.19 Unrealized
John Hancock Patriot Premium Dividend Fund II 0.0%
Value ($000) $5 Shares 480,696 Est. Cost $0.01 Unrealized
Nuveen Municipal Value Fund 0.0%
Value ($000) $5 Shares 587,981 Est. Cost $5.26 Unrealized
PIMCO Income Strategy Fund II 0.0%
Value ($000) $5 Shares 696,234 Est. Cost $9.66 Unrealized
Flaherty & Crumrine Dynamic 0.0%
Value ($000) $5 Shares 278,500 Est. Cost $13.08 Unrealized
Eaton Vance Sr Fltg Rate Trust 0.0%
Value ($000) $5 Shares 390,258 Est. Cost $4.40 Unrealized
FCX Freeport-Mcmoran Inc. 0.0%
Value ($000) $5 Shares 115,097 Est. Cost $29.14 Unrealized +23.2%
TSN Tyson Foods Inc. 0.0%
Value ($000) $5 Shares 85,842 Est. Cost $45.05 Unrealized 0.0%
Gabelli Equity Trust 0.0%
Value ($000) $5 Shares 903,640 Est. Cost $2.81 Unrealized
Flah & Crum/Claymore Preferred S I 0.0%
Value ($000) $5 Shares 324,190 Est. Cost $10.71 Unrealized
Nuveen Dividend Adv Muni Fd 3 0.0%
Value ($000) $4 Shares 377,795 Est. Cost $8.80 Unrealized
Doubleline Income Solutions 0.0%
Value ($000) $4 Shares 348,993 Est. Cost $18.17 Unrealized
Blackrock Corporate High Yield Fund 6 0.0%
Value ($000) $4 Shares 445,607 Est. Cost $11.03 Unrealized
DAR Darling Intl Inc 0.0%
Value ($000) $4 Shares 84,287 Est. Cost $58.07 Unrealized -21.8%
ENB Enbridge Inc 0.0%
Value ($000) $4 Shares 115,387 Est. Cost $27.31 Unrealized +7.7%
Wells Fargo & Co. 7.5 0.0%
Value ($000) $4 Shares 3,467 Est. Cost $495.16 Unrealized
IE Ivanhoe Electric Inc / Us 0.0%
Value ($000) $4 Shares 408,713 Est. Cost $14.15 Unrealized -25.3%
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $4 Shares 302,133 Est. Cost $5.64 Unrealized
Doubleline Yield Opport 0.0%
Value ($000) $4 Shares 271,007 Est. Cost $18.66 Unrealized
CCJ Cameco Corp 0.0%
Value ($000) $4 Shares 91,970 Est. Cost $31.77 Unrealized +31.0%
EQR Equity Residential 0.0%
Value ($000) $4 Shares 63,790 Est. Cost $53.64 Unrealized -1.5%
Calamos Convertible Opp&Inc 0.0%
Value ($000) $4 Shares 372,278 Est. Cost $11.22 Unrealized
Nuveen Dividend Advan Muni Inc 0.0%
Value ($000) $4 Shares 325,066 Est. Cost $7.18 Unrealized
Nuveen Dividend Advantage Muni Fd 0.0%
Value ($000) $4 Shares 334,410 Est. Cost $10.68 Unrealized
SPY SPDR Trust Series 1 0.0%
Value ($000) $4 Shares 8,047 Est. Cost $156.53 Unrealized
NUE Nucor Corporation 0.0%
Value ($000) $4 Shares 21,902 Est. Cost $140.25 Unrealized +9.3%
Calamos Convertible & High Income Fund 0.0%
Value ($000) $4 Shares 329,884 Est. Cost $11.68 Unrealized
BRK/B Berkshire Hathaway Inc. 0.0%
Value ($000) $4 Shares 10,507 Est. Cost $265.07 Unrealized +32.4%
First Trust Energy Income and Growth Fund 0.0%
Value ($000) $4 Shares 253,925 Est. Cost $0.01 Unrealized
First Trust MLP and Energy Inc 0.0%
Value ($000) $4 Shares 428,575 Est. Cost $11.04 Unrealized
Nuveen Ins T/F Adv Municipal 0.0%
Value ($000) $4 Shares 333,598 Est. Cost $11.56 Unrealized
AVB AvalonBay Communities Inc. 0.0%
Value ($000) $4 Shares 19,368 Est. Cost $163.94 Unrealized -1.5%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $4 Shares 24,358 Est. Cost $124.06 Unrealized +14.4%
MOS The Mosaic Company 0.0%
Value ($000) $4 Shares 100,964 Est. Cost $34.40 Unrealized -3.8%
Eaton Vance Limited Duration Fund 0.0%
Value ($000) $4 Shares 375,463 Est. Cost $12.95 Unrealized
TRP TC Energy Corp 0.0%
Value ($000) $4 Shares 89,924 Est. Cost $36.30 Unrealized -9.1%
First Trust Energy Infra. 0.0%
Value ($000) $3 Shares 212,260 Est. Cost $11.29 Unrealized
BlackRock Credit Allocation Income Trust 0.0%
Value ($000) $3 Shares 331,022 Est. Cost $14.07 Unrealized
Babson Cap Global 0.0%
Value ($000) $3 Shares 254,171 Est. Cost $16.82 Unrealized
AGIC Convertible & Income FD II 0.0%
Value ($000) $3 Shares 1,140,169 Est. Cost $3.81 Unrealized
Nuveen Multi-Strategy Income & Growth 2 0.0%
Value ($000) $3 Shares 649,738 Est. Cost $6.14 Unrealized
AM Antero Midstream Corp 0.0%
Value ($000) $3 Shares 259,792 Est. Cost $10.30 Unrealized +7.0%
Adams Natural Resources Fund 0.0%
Value ($000) $3 Shares 155,985 Est. Cost $9.64 Unrealized
XJPIX Nuveen Preferred & Income Term Fund 0.0%
Value ($000) $3 Shares 173,899 Est. Cost $23.71 Unrealized
BKR Baker Hughes a GE Co 0.0%
Value ($000) $3 Shares 91,960 Est. Cost $32.48 Unrealized 0.0%
Royce Value Trust 0.0%
Value ($000) $3 Shares 211,821 Est. Cost $14.12 Unrealized
SLB Schlumberger Ltd. 0.0%
Value ($000) $3 Shares 58,874 Est. Cost $51.21 Unrealized 0.0%
COWZ Pacer Us Cash Cows 100 Etf 0.0%
Value ($000) $3 Shares 58,609 Est. Cost $0.05 Unrealized
RSPD Invesco S&P 500 Equal Weight Consumer 0.0%
Value ($000) $3 Shares 63,926 Est. Cost $43.61 Unrealized
XXHYBXX New America High Income Fund 0.0%
Value ($000) $3 Shares 424,681 Est. Cost $8.84 Unrealized
Western Asset Global High In 0.0%
Value ($000) $3 Shares 412,919 Est. Cost $10.31 Unrealized
BlackRock Multi-Sector Inc Tst 0.0%
Value ($000) $3 Shares 191,884 Est. Cost $16.20 Unrealized
LW Lamb Weston Holdings, Inc. 0.0%
Value ($000) $3 Shares 26,513 Est. Cost $96.60 Unrealized -4.7%
Eaton Vance Risk-Managed Diversified Equity Income 0.0%
Value ($000) $3 Shares 362,446 Est. Cost $0.01 Unrealized
CTRA Coterra Energy 0.0%
Value ($000) $3 Shares 110,814 Est. Cost $25.14 Unrealized -0.7%
First Trust High Inc 0.0%
Value ($000) $3 Shares 230,000 Est. Cost $14.89 Unrealized
IWD iShares Russell 1000 Value 0.0%
Value ($000) $3 Shares 16,719 Est. Cost $96.48 Unrealized
Thornburg Income Builder Opp 0.0%
Value ($000) $3 Shares 171,235 Est. Cost $11.08 Unrealized
VTR Ventas Inc. 0.0%
Value ($000) $3 Shares 51,228 Est. Cost $41.73 Unrealized +0.0%
Eaton Vance Tax-Managed Dividend 0.0%
Value ($000) $3 Shares 205,617 Est. Cost $6.08 Unrealized
Stem, Inc. 0.0%
Value ($000) $2 Shares 637,750 Est. Cost $0.01 Unrealized
CSTM Constellium Se 0.0%
Value ($000) $2 Shares 123,568 Est. Cost $17.61 Unrealized -0.6%
Western Asset Emerging Marke 0.0%
Value ($000) $2 Shares 260,000 Est. Cost $13.13 Unrealized
MFS Multimarket Income Trust 0.0%
Value ($000) $2 Shares 521,440 Est. Cost $3.12 Unrealized
AllianceBernstein Global High Income Fund 0.0%
Value ($000) $2 Shares 229,302 Est. Cost $13.27 Unrealized
VCSH Vanguard S/T Corp Bond Etf 0.0%
Value ($000) $2 Shares 30,000 Est. Cost $0.08 Unrealized
AAPL Apple Inc. 0.0%
Value ($000) $2 Shares 12,033 Est. Cost $115.73 Unrealized +58.0%
First Trust New Opportunites MLP 0.0%
Value ($000) $2 Shares 328,800 Est. Cost $8.02 Unrealized
Neuberger Berman Intmd Muni 0.0%
Value ($000) $2 Shares 216,982 Est. Cost $2.00 Unrealized
GEL Genesis Energy LP 0.0%
Value ($000) $2 Shares 189,584 Est. Cost $3.61 Unrealized
GFI Gold Fields Ltd ADR 0.0%
Value ($000) $2 Shares 151,485 Est. Cost $0.01 Unrealized
UUUU Energy Fuels Inc 0.0%
Value ($000) $2 Shares 304,028 Est. Cost $7.03 Unrealized +10.0%
Western Asset Global Corp. 0.0%
Value ($000) $2 Shares 169,581 Est. Cost $17.32 Unrealized
MSFT Microsoft Corporation 0.0%
Value ($000) $2 Shares 5,691 Est. Cost $134.15 Unrealized +161.2%
Nuveen Real Asset Inc and Grow 0.0%
Value ($000) $2 Shares 180,558 Est. Cost $15.38 Unrealized
Mainstay Cbre Glbl Infr Mega 0.0%
Value ($000) $2 Shares 159,391 Est. Cost $14.05 Unrealized
Blackrock Muniyield Insured 0.0%
Value ($000) $2 Shares 176,757 Est. Cost $9.00 Unrealized
PSLV Sprott Physical Silver Trust 0.0%
Value ($000) $2 Shares 250,145 Est. Cost $7.89 Unrealized
FMC FMC Corporation 0.0%
Value ($000) $2 Shares 31,870 Est. Cost $52.47 Unrealized 0.0%
Blackrock Enh Cap And Inc 0.0%
Value ($000) $2 Shares 104,136 Est. Cost $15.63 Unrealized
REG Regency Centers Corporation 0.0%
Value ($000) $2 Shares 29,364 Est. Cost $54.29 Unrealized +4.2%
PBR Petroleo Brasileiro S.A. - ADR 0.0%
Value ($000) $2 Shares 121,767 Est. Cost $0.01 Unrealized
Blackstone/GSO Long-Short CR 0.0%
Value ($000) $2 Shares 164,996 Est. Cost $14.28 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $2 Shares 41,052 Est. Cost $42.41 Unrealized 0.0%
Duff & Phelps Global Utility 0.0%
Value ($000) $2 Shares 193,271 Est. Cost $0.01 Unrealized
PIMCO High Income Fund 0.0%
Value ($000) $2 Shares 345,910 Est. Cost $5.50 Unrealized
Liberty All-Star Equity Fund 0.0%
Value ($000) $2 Shares 270,000 Est. Cost $7.38 Unrealized
Pgim Shrt Durat Hi Yld 0.0%
Value ($000) $2 Shares 114,450 Est. Cost $16.97 Unrealized
Western Asset High Yield Defined Opportunity Fd. 0.0%
Value ($000) $2 Shares 138,478 Est. Cost $15.90 Unrealized
Eaton Vance Enh Eqt Inc Ii 0.0%
Value ($000) $2 Shares 87,016 Est. Cost $0.02 Unrealized
Entertainment Properties Trust Pfd. E 0.0%
Value ($000) $2 Shares 57,085 Est. Cost $35.75 Unrealized
IWM iShares Russell 2000 0.0%
Value ($000) $2 Shares 7,967 Est. Cost $196.06 Unrealized
Aris Water Solution Inc-A 0.0%
Value ($000) $2 Shares 186,193 Est. Cost $0.01 Unrealized
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $2 Shares 213,438 Est. Cost $4.46 Unrealized
Calamos Lng/Shrt Eq & Dyn 0.0%
Value ($000) $1 Shares 99,000 Est. Cost $0.01 Unrealized
Eaton Vance T/M Buy-Write Opportunity 0.0%
Value ($000) $1 Shares 114,431 Est. Cost $0.01 Unrealized
ARLP Alliance Resource Partners LP 0.0%
Value ($000) $1 Shares 64,840 Est. Cost $8.53 Unrealized
Cornerstone Strategic Value Fund Inc 0.0%
Value ($000) $1 Shares 190,000 Est. Cost $0.01 Unrealized
Wells Fargo Advantage Multi-Sector Fund 0.0%
Value ($000) $1 Shares 143,767 Est. Cost $13.01 Unrealized
Blackrock Glbl Flt Rt Inc Tr 0.0%
Value ($000) $1 Shares 108,470 Est. Cost $9.20 Unrealized
CHRD Chord Energy Corp 0.0%
Value ($000) $1 Shares 8,005 Est. Cost $144.27 Unrealized 0.0%
Hess Corporation 0.0%
Value ($000) $1 Shares 9,135 Est. Cost $0.14 Unrealized
Diamond Offshore Drilling In 0.0%
Value ($000) $1 Shares 95,437 Est. Cost $0.01 Unrealized
Eaton Vance Insured Muni Bnd 0.0%
Value ($000) $1 Shares 121,605 Est. Cost $1.44 Unrealized
REXR Rexford Industrial Realty Inc 0.0%
Value ($000) $1 Shares 21,689 Est. Cost $0.06 Unrealized
Eaton Vance Floating Rate Income Trust 0.0%
Value ($000) $1 Shares 96,240 Est. Cost $5.53 Unrealized
BCI Abrdn Bloomberg All Commodit 0.0%
Value ($000) $1 Shares 61,907 Est. Cost $0.02 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $1 Shares 1,068 Est. Cost $28.56 Unrealized +222.9%
AGIC Equity & Convertible Income 0.0%
Value ($000) $1 Shares 56,127 Est. Cost $26.76 Unrealized
AMZN Amazon.com Inc. 0.0%
Value ($000) $1 Shares 7,489 Est. Cost $126.34 Unrealized +11.0%
Blackrock Muniyield Quality 0.0%
Value ($000) $1 Shares 92,385 Est. Cost $8.87 Unrealized
LMP Capital And Income Fund 0.0%
Value ($000) $1 Shares 80,000 Est. Cost $0.01 Unrealized
IWN Ishares Russell 2000 Value E 0.0%
Value ($000) $1 Shares 6,900 Est. Cost $156.22 Unrealized
PIMCO Global Stocksplus & In 0.0%
Value ($000) $1 Shares 138,801 Est. Cost $10.61 Unrealized
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $1 Shares 7,249 Est. Cost $99.14 Unrealized +34.5%
Tekla Healthcare Investors 0.0%
Value ($000) $1 Shares 60,573 Est. Cost $21.40 Unrealized
Blackrock Debt Strategies Fund 0.0%
Value ($000) $1 Shares 85,664 Est. Cost $7.36 Unrealized
John Hancock T/A Dividend Income Fund 0.0%
Value ($000) $1 Shares 47,835 Est. Cost $20.86 Unrealized
Mainstay DefTerm Muni Opps 0.0%
Value ($000) $1 Shares 54,501 Est. Cost $4.40 Unrealized
Nuveen NY AMT-Free Muni Inc 0.0%
Value ($000) $1 Shares 83,385 Est. Cost $7.06 Unrealized
Blackrock Global Enrg & Res 0.0%
Value ($000) $1 Shares 69,780 Est. Cost $0.01 Unrealized
XMYDX Blackrock Muniyield Fund 0.0%
Value ($000) $1 Shares 78,315 Est. Cost $5.39 Unrealized
Eaton Vance T/M Buy-Wr In 0.0%
Value ($000) $1 Shares 65,000 Est. Cost $0.01 Unrealized
NVDA NVIDIA Corporation 0.0%
Value ($000) $1 Shares 1,629 Est. Cost $19.29 Unrealized +140.1%
XMUIX Blackrock Muni Interm Durati 0.0%
Value ($000) $1 Shares 65,000 Est. Cost $0.01 Unrealized
META Facebook Inc. 0.0%
Value ($000) $1 Shares 2,127 Est. Cost $280.32 Unrealized +15.4%
Nuveen Real Estate Income Fund 0.0%
Value ($000) $1 Shares 90,300 Est. Cost $9.79 Unrealized
XMQTX Blackrock Muniyield Qual Ii 0.0%
Value ($000) $1 Shares 67,896 Est. Cost $0.01 Unrealized
NEXT Nextdecade Corp 0.0%
Value ($000) $1 Shares 143,045 Est. Cost $4.36 Unrealized +6.7%
Pimco Municipal Income Fund II 0.0%
Value ($000) $1 Shares 80,000 Est. Cost $0.01 Unrealized
XBKNX Blackrock Invt Quality Muni 0.0%
Value ($000) $1 Shares 55,000 Est. Cost $0.01 Unrealized
CEG Constellation Energy Corp 0.0%
Value ($000) $1 Shares 5,406 Est. Cost $85.95 Unrealized +34.0%
Invesco Value Municipal Income Trust 0.0%
Value ($000) $1 Shares 50,000 Est. Cost $0.01 Unrealized
MCD McDonald's Corporation 0.0%
Value ($000) $1 Shares 1,872 Est. Cost $193.19 Unrealized +33.9%
ADBE Adobe Systems Incorporated 0.0%
Value ($000) $1 Shares 892 Est. Cost $512.46 Unrealized +12.5%
JPM JPMorgan Chase & Co. 0.0%
Value ($000) $1 Shares 3,077 Est. Cost $66.96 Unrealized +116.4%
EATON VANCE MUNICIPAL INCOME 0.0%
Value ($000) $1 Shares 30,008 Est. Cost $0.02 Unrealized
BlackRock Muni Target Term Tr 0.0%
Value ($000) $1 Shares 25,000 Est. Cost $0.02 Unrealized
John Hancock Preferred Income III 0.0%
Value ($000) $1 Shares 36,388 Est. Cost $18.10 Unrealized
BAC Bank of America Corporation 0.0%
Value ($000) $1 Shares 15,204 Est. Cost $23.95 Unrealized +15.3%
ETN Eaton Corporation plc 0.0%
Value ($000) $1 Shares 2,114 Est. Cost $79.04 Unrealized +172.7%
Royce Micro-Capital Trust Inc. 0.0%
Value ($000) $0 Shares 50,884 Est. Cost $7.93 Unrealized
ICE Intercontinental Exchange Inc. 0.0%
Value ($000) $0 Shares 3,525 Est. Cost $67.58 Unrealized +63.4%
GS The Goldman Sachs Group Inc. 0.0%
Value ($000) $0 Shares 1,164 Est. Cost $197.21 Unrealized +61.1%
HD The Home Depot Inc. 0.0%
Value ($000) $0 Shares 1,248 Est. Cost $219.97 Unrealized +33.5%
NPWR/WS Net Power Inc warrant 0.0%
Value ($000) $0 Shares 193,606 Est. Cost $0.00 Unrealized
V Visa Inc. 0.0%
Value ($000) $0 Shares 1,633 Est. Cost $156.78 Unrealized +54.8%
BlackRock MuniHoldings Fd Inc 0.0%
Value ($000) $0 Shares 35,447 Est. Cost $15.44 Unrealized
XBNYX BlackRock NY Muni Income Trust 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.01 Unrealized
AMD Advanced Micro Devic 0.0%
Value ($000) $0 Shares 2,823 Est. Cost $77.49 Unrealized +52.1%
Tekla Healthcare Opportunities Fund 0.0%
Value ($000) $0 Shares 22,845 Est. Cost $17.84 Unrealized
MA MasterCard Incorporated 0.0%
Value ($000) $0 Shares 971 Est. Cost $282.72 Unrealized +40.5%
VZ Verizon Communications Inc. 0.0%
Value ($000) $0 Shares 10,900 Est. Cost $33.35 Unrealized -7.1%
XENWX Eaton Vance New York Municipal Bond Fund 0.0%
Value ($000) $0 Shares 42,100 Est. Cost $0.01 Unrealized
TSLA Tesla Motors Inc. 0.0%
Value ($000) $0 Shares 1,608 Est. Cost $272.87 Unrealized -12.9%
COST Costco Wholesale Corporation 0.0%
Value ($000) $0 Shares 576 Est. Cost $492.54 Unrealized +16.4%
XPMQX PIMCO Muni Income Fund III 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.34 Unrealized
NOW ServiceNow Inc. 0.0%
Value ($000) $0 Shares 522 Est. Cost $87.42 Unrealized +44.2%
JNJ Johnson & Johnson 0.0%
Value ($000) $0 Shares 2,347 Est. Cost $109.59 Unrealized +31.0%
IBM International Business Machines Corporation 0.0%
Value ($000) $0 Shares 2,169 Est. Cost $116.17 Unrealized +21.8%
Dreyfus Strategic Municipals 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $0.01 Unrealized
PPH Vaneck Pharmaceutical Etf 0.0%
Value ($000) $0 Shares 4,248 Est. Cost $75.27 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $0 Shares 6,713 Est. Cost $48.00 Unrealized -13.9%
SWK Stanley Black & Decker Inc. 0.0%
Value ($000) $0 Shares 3,462 Est. Cost $80.71 Unrealized 0.0%
BK The Bank of New York Mellon Corporation 0.0%
Value ($000) $0 Shares 6,501 Est. Cost $42.97 Unrealized +1.6%
ICF iShares Cohen & Steers Rlty 0.0%
Value ($000) $0 Shares 5,701 Est. Cost $3.08 Unrealized
WM Waste Management Inc. 0.0%
Value ($000) $0 Shares 1,868 Est. Cost $146.36 Unrealized +11.0%
DE Deere & Company 0.0%
Value ($000) $0 Shares 834 Est. Cost $321.83 Unrealized +13.5%
MS Morgan Stanley 0.0%
Value ($000) $0 Shares 3,553 Est. Cost $37.39 Unrealized +100.1%
Rivernorth Flex Muni Ii 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.01 Unrealized
NKE NIKE Inc. 0.0%
Value ($000) $0 Shares 3,010 Est. Cost $102.99 Unrealized +0.0%
Alliance National Muni Inc. 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized
MSI Motorola Solutions Inc. 0.0%
Value ($000) $0 Shares 1,018 Est. Cost $196.19 Unrealized +50.7%
DNP Select Income Fund 0.0%
Value ($000) $0 Shares 36,894 Est. Cost $10.49 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $0 Shares 14,472 Est. Cost $19.44 Unrealized -5.3%
DWS Municipal Income Trust 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $0.01 Unrealized
John Hancock Investors Trust 0.0%
Value ($000) $0 Shares 23,927 Est. Cost $15.39 Unrealized
UPS United Parcel Service Inc. 0.0%
Value ($000) $0 Shares 1,949 Est. Cost $99.10 Unrealized +35.5%
AMAT Applied Materials Inc. 0.0%
Value ($000) $0 Shares 1,869 Est. Cost $142.58 Unrealized +1.1%
Nuveen Municipal Credit Opp 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $5.72 Unrealized
TMO Thermo Fisher Scientific Inc. 0.0%
Value ($000) $0 Shares 563 Est. Cost $383.26 Unrealized +25.4%
MRK Merck & Co. Inc. 0.0%
Value ($000) $0 Shares 2,728 Est. Cost $72.12 Unrealized +34.2%
CMCSA Comcast Corporation 0.0%
Value ($000) $0 Shares 6,693 Est. Cost $36.97 Unrealized +8.4%
Putnam Muni Opportunities Tst 0.0%
Value ($000) $0 Shares 27,923 Est. Cost $0.01 Unrealized
GILD Gilead Sciences Inc. 0.0%
Value ($000) $0 Shares 3,517 Est. Cost $71.13 Unrealized +1.5%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $0 Shares 16,697 Est. Cost $15.88 Unrealized -3.3%
LLY Eli Lilly and Company 0.0%
Value ($000) $0 Shares 477 Est. Cost $506.78 Unrealized +13.5%
PEP Pepsico Inc. 0.0%
Value ($000) $0 Shares 1,631 Est. Cost $150.33 Unrealized +2.3%
PM Philip Morris International Inc. 0.0%
Value ($000) $0 Shares 2,924 Est. Cost $75.96 Unrealized +10.2%
BDX Becton Dickinson & Company 0.0%
Value ($000) $0 Shares 1,084 Est. Cost $241.97 Unrealized -2.3%
DHR Danaher Corporation 0.0%
Value ($000) $0 Shares 1,116 Est. Cost $123.59 Unrealized +70.2%
MDT Medtronic plc 0.0%
Value ($000) $0 Shares 3,103 Est. Cost $74.05 Unrealized -3.5%
UNH UnitedHealth Group Incorporated 0.0%
Value ($000) $0 Shares 482 Est. Cost $469.94 Unrealized +8.8%
CMI Cummins Inc. 0.0%
Value ($000) $0 Shares 1,060 Est. Cost $213.18 Unrealized +1.7%
Laboratory Corporation of America Holdings 0.0%
Value ($000) $0 Shares 1,117 Est. Cost $191.22 Unrealized
WTW Willis Group Holdings plc 0.0%
Value ($000) $0 Shares 1,023 Est. Cost $137.50 Unrealized +63.7%
DIS The Walt Disney Company 0.0%
Value ($000) $0 Shares 2,728 Est. Cost $110.66 Unrealized -22.1%
Bank of America 7.25 CV Pfd. L 0.0%
Value ($000) $0 Shares 200 Est. Cost $1445.00 Unrealized
PG The Procter & Gamble Company 0.0%
Value ($000) $0 Shares 1,601 Est. Cost $131.84 Unrealized +6.7%
GM General Motors Company 0.0%
Value ($000) $0 Shares 6,491 Est. Cost $33.62 Unrealized -10.1%
ABT Abbott Laboratories 0.0%
Value ($000) $0 Shares 2,040 Est. Cost $68.67 Unrealized +39.9%
CB Chubb Ltd 0.0%
Value ($000) $0 Shares 992 Est. Cost $185.25 Unrealized +15.4%
WMT Wal-Mart Stores Inc. 0.0%
Value ($000) $0 Shares 1,403 Est. Cost $38.77 Unrealized +33.2%
CL Colgate-Palmolive Company 0.0%
Value ($000) $0 Shares 2,760 Est. Cost $65.49 Unrealized +9.5%
CAH Cardinal Health Inc. 0.0%
Value ($000) $0 Shares 2,164 Est. Cost $52.64 Unrealized +81.8%
SLV Ishares Silver Trust 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.02 Unrealized
Nuveen Muni High Incm Opport 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.01 Unrealized
Western Asset Muni High Inc Fd 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized
MKC McCormick & Company Incorporated 0.0%
Value ($000) $0 Shares 2,792 Est. Cost $61.94 Unrealized 0.0%
ELV Anthem Inc. 0.0%
Value ($000) $0 Shares 399 Est. Cost $339.49 Unrealized +31.6%
DOW Dow Inc 0.0%
Value ($000) $0 Shares 3,301 Est. Cost $44.94 Unrealized -0.6%
Benson Hill Inc 0.0%
Value ($000) $0 Shares 962,500 Est. Cost $6.55 Unrealized
HUM Humana Inc 0.0%
Value ($000) $0 Shares 339 Est. Cost $456.59 Unrealized +5.1%
ROK Rockwell Automation Inc. 0.0%
Value ($000) $0 Shares 468 Est. Cost $270.11 Unrealized 0.0%
Neuberger Berman MLP Income 0.0%
Value ($000) $0 Shares 19,450 Est. Cost $0.01 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $0 Shares 2,160 Est. Cost $57.15 Unrealized 0.0%
CMDY Ishares Bloomberg Roll Selec 0.0%
Value ($000) $0 Shares 2,777 Est. Cost $32.53 Unrealized
Tekla Life Sciences Investors 0.0%
Value ($000) $0 Shares 9,340 Est. Cost $16.87 Unrealized
F Ford Motor Company 0.0%
Value ($000) $0 Shares 10,276 Est. Cost $10.33 Unrealized -6.7%
BRF - Brasil Foods SA ADR 0.0%
Value ($000) $0 Shares 34,821 Est. Cost $0.00 Unrealized
PFE Pfizer Inc. 0.0%
Value ($000) $0 Shares 2,215 Est. Cost $31.71 Unrealized -16.7%
CWEN Clearwater Energy Inc. Class C 0.0%
Value ($000) $0 Shares 2,009 Est. Cost $21.25 Unrealized -3.5%
NXPI NXP Semiconductors N.V. 0.0%
Value ($000) $0 Shares 188 Est. Cost $143.80 Unrealized +34.6%
ATO Atmos Energy Corp. 0.0%
Value ($000) $0 Shares 361 Est. Cost $101.69 Unrealized +4.2%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $0 Shares 140 Est. Cost $82.55 Unrealized +62.0%
CLH Clean Harbors Inc 0.0%
Value ($000) $0 Shares 216 Est. Cost $168.59 Unrealized -2.6%
WDAY Workday Inc. 0.0%
Value ($000) $0 Shares 138 Est. Cost $251.85 Unrealized -5.5%
CDNS Cadence Design Systems Inc. 0.0%
Value ($000) $0 Shares 133 Est. Cost $234.06 Unrealized +10.1%
SR Spire Inc. 0.0%
Value ($000) $0 Shares 563 Est. Cost $47.31 Unrealized
ORCL Oracle Corporation 0.0%
Value ($000) $0 Shares 320 Est. Cost $75.85 Unrealized +40.7%
TSM Taiwan Semiconductors ADR 0.0%
Value ($000) $0 Shares 315 Est. Cost $57.54 Unrealized
POR Portland General Electric Co. 0.0%
Value ($000) $0 Shares 723 Est. Cost $35.56 Unrealized +5.3%
RWR Spdr Dow Jones Reit Etf 0.0%
Value ($000) $0 Shares 316 Est. Cost $16.37 Unrealized
XIFR Nextera Energy Partners LP 0.0%
Value ($000) $0 Shares 877 Est. Cost $49.94 Unrealized -49.0%
IDA IdaCorp. Inc. 0.0%
Value ($000) $0 Shares 269 Est. Cost $99.31 Unrealized -2.5%
CRM salesforce.com inc. 0.0%
Value ($000) $0 Shares 94 Est. Cost $203.27 Unrealized +10.0%
CPK Chesapeake Utils Cor 0.0%
Value ($000) $0 Shares 215 Est. Cost $90.84 Unrealized 0.0%
CRWD Crowdstrike Holdings Inc - A 0.0%
Value ($000) $0 Shares 81 Est. Cost $220.44 Unrealized -5.0%
FSLR First Solar Inc. 0.0%
Value ($000) $0 Shares 113 Est. Cost $87.95 Unrealized +73.9%
LIN Linde Plc 0.0%
Value ($000) $0 Shares 41 Est. Cost $369.03 Unrealized +4.0%
TMUS T-Mobile US Inc. 0.0%
Value ($000) $0 Shares 108 Est. Cost $135.90 Unrealized +5.3%
ADI Analog Devices Inc. 0.0%
Value ($000) $0 Shares 80 Est. Cost $128.79 Unrealized +33.7%
ECL Ecolab Inc. 0.0%
Value ($000) $0 Shares 79 Est. Cost $156.39 Unrealized +12.4%
XYL Xylem Inc. 0.0%
Value ($000) $0 Shares 144 Est. Cost $98.81 Unrealized -1.4%
ZBRA ZEBRA TECHNOLOGIES Corp.-CL A 0.0%
Value ($000) $0 Shares 58 Est. Cost $274.96 Unrealized -17.0%
PWR Quanta Services Inc. 0.0%
Value ($000) $0 Shares 65 Est. Cost $183.59 Unrealized +0.4%
EMR Emerson Electric Co. 0.0%
Value ($000) $0 Shares 140 Est. Cost $91.16 Unrealized -3.4%
NET Cloudflare Inc - Class A 0.0%
Value ($000) $0 Shares 174 Est. Cost $68.47 Unrealized +2.2%
DCI Donaldson Co Inc 0.0%
Value ($000) $0 Shares 214 Est. Cost $59.38 Unrealized -1.0%
WCN Waste Connections 0.0%
Value ($000) $0 Shares 92 Est. Cost $135.64 Unrealized 0.0%
TTEK Tetra Tech Inc New 0.0%
Value ($000) $0 Shares 75 Est. Cost $32.34 Unrealized -1.3%
ENS Enersys 0.0%
Value ($000) $0 Shares 78 Est. Cost $100.17 Unrealized -10.1%
NXT Nextracker Inc 0.0%
Value ($000) $0 Shares 141 Est. Cost $39.13 Unrealized 0.0%
ALB Albemarle Corporation 0.0%
Value ($000) $0 Shares 37 Est. Cost $245.38 Unrealized -46.1%
ENPH Enphase Energy Inc 0.0%
Value ($000) $0 Shares 28 Est. Cost $211.27 Unrealized -49.8%
SEDG Solaredge Technologies Inc 0.0%
Value ($000) $0 Shares 29 Est. Cost $275.58 Unrealized -67.0%
JLL Jones Lang Lasalle Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost $141.83 Unrealized +6.7%
CUBE CubeSmart 0.0%
Value ($000) $0 Shares 14 Est. Cost $37.45 Unrealized
NLOP Net Lease Office Properties 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DBRG DigitalBridge Group Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.04 Unrealized -14.2%
CZR Caesars Entertainment Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.94 Unrealized +1.1%