COHEN & STEERS, INC. Diversified Active

CIK: 0001284812 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $47,779 (100.0% shares, 0.0% debt)

Holdings (386)

PLD Prologis Inc. 7.8%
Value ($000) $3,749 Shares 28,788,314 Est. Cost $87.85 Unrealized +39.3%
WELL Welltower Inc. 7.7%
Value ($000) $3,694 Shares 39,533,128 Est. Cost $68.20 Unrealized +27.8%
AMT American Tower Corporation 7.3%
Value ($000) $3,499 Shares 17,709,888 Est. Cost $182.75 Unrealized +1.8%
SPG Simon Property Group Inc. 6.7%
Value ($000) $3,223 Shares 20,597,320 Est. Cost $82.75 Unrealized +61.0%
DLR Digital Realty Trust Inc. 6.6%
Value ($000) $3,177 Shares 22,053,263 Est. Cost $110.82 Unrealized +20.1%
INVH Invitation Homes Inc 5.4%
Value ($000) $2,586 Shares 72,624,686 Est. Cost $33.06 Unrealized -4.7%
EQIX Equinix Inc. 4.7%
Value ($000) $2,255 Shares 2,731,558 Est. Cost $536.64 Unrealized +50.5%
O Realty Income Corporation 4.5%
Value ($000) $2,166 Shares 40,042,306 Est. Cost $54.82 Unrealized -11.3%
IRM Iron Mountain Incorporated 4.0%
Value ($000) $1,897 Shares 23,655,038 Est. Cost $55.90 Unrealized +21.7%
CCI Crown Castle International Corp. 3.4%
Value ($000) $1,607 Shares 15,186,268 Est. Cost $114.82 Unrealized -14.9%
EXR Extra Space Storage Inc. 3.3%
Value ($000) $1,573 Shares 10,699,598 Est. Cost $105.07 Unrealized +27.6%
VICI VICI Properties Inc. 3.1%
Value ($000) $1,484 Shares 49,801,730 Est. Cost $26.14 Unrealized +2.7%
SUI Sun Communities Inc. 2.8%
Value ($000) $1,343 Shares 10,444,792 Est. Cost $91.35 Unrealized
ESS Essex Property Trust Inc. 2.6%
Value ($000) $1,229 Shares 5,022,022 Est. Cost $205.64 Unrealized +7.6%
UDR UDR Inc. 2.2%
Value ($000) $1,059 Shares 28,299,805 Est. Cost $26.01 Unrealized +31.1%
HR Healthcare Realty Trust Inc. 1.9%
Value ($000) $902 Shares 63,751,770 Est. Cost $11.46 Unrealized
PSA Public Storage 1.6%
Value ($000) $780 Shares 2,690,593 Est. Cost $209.40 Unrealized +26.6%
COLD Americold Realty Trust 1.4%
Value ($000) $668 Shares 26,787,632 Est. Cost $31.41 Unrealized
CPT Camden Property Trust 1.2%
Value ($000) $588 Shares 5,974,984 Est. Cost $133.77 Unrealized -32.9%
KIM Kimco Realty Corporation 1.1%
Value ($000) $537 Shares 27,364,005 Est. Cost $16.50 Unrealized +10.3%
WY Weyerhaeuser Company 1.1%
Value ($000) $512 Shares 14,251,576 Est. Cost $30.20 Unrealized +5.7%
HST Host Hotels & Resorts Inc. 1.0%
Value ($000) $480 Shares 23,224,586 Est. Cost $13.27 Unrealized +36.2%
Apartment Income Reit Co 0.9%
Value ($000) $445 Shares 13,710,698 Est. Cost $31.80 Unrealized
HIW Highwoods Properties Inc. 0.9%
Value ($000) $440 Shares 16,813,153 Est. Cost $41.78 Unrealized
WPC W.P. Carey & Co. LLC 0.8%
Value ($000) $382 Shares 6,760,136 Est. Cost $0.06 Unrealized
BYD Boyd Gaming Corp. 0.7%
Value ($000) $346 Shares 5,139,358 Est. Cost $41.56 Unrealized +50.4%
NEE NextEra Energy Inc. 0.7%
Value ($000) $341 Shares 5,330,254 Est. Cost $57.86 Unrealized -4.3%
AKR Acadia Realty Trust 0.7%
Value ($000) $314 Shares 18,466,132 Est. Cost $14.38 Unrealized
AMH American Homes 4 Rent-CL 0.7%
Value ($000) $313 Shares 8,518,699 Est. Cost $0.32 Unrealized
NI NiSource Inc. 0.6%
Value ($000) $276 Shares 9,969,649 Est. Cost $23.46 Unrealized +5.8%
PPL PPL Corporation 0.6%
Value ($000) $271 Shares 9,857,941 Est. Cost $24.72 Unrealized +1.0%
CZR Caesars Entertainment Inc 0.5%
Value ($000) $239 Shares 5,469,239 Est. Cost $43.25 Unrealized -0.0%
LNG Cheniere Energy Inc. 0.5%
Value ($000) $234 Shares 1,451,686 Est. Cost $88.56 Unrealized +81.5%
RYN Rayonier Inc. 0.5%
Value ($000) $233 Shares 6,996,473 Est. Cost $0.03 Unrealized
NSC Norfolk Southern Corporation 0.4%
Value ($000) $206 Shares 807,924 Est. Cost $227.57 Unrealized +4.5%
UNP Union Pacific Corporation 0.4%
Value ($000) $201 Shares 816,288 Est. Cost $200.25 Unrealized +17.6%
SRE Sempra Energy 0.4%
Value ($000) $199 Shares 2,768,942 Est. Cost $63.28 Unrealized +6.4%
PEG Public Service Enterprise Group Incorporated 0.4%
Value ($000) $194 Shares 2,906,218 Est. Cost $54.98 Unrealized +4.8%
OKE Oneok Inc. 0.4%
Value ($000) $185 Shares 2,303,533 Est. Cost $55.59 Unrealized +20.0%
SO The Southern Company 0.4%
Value ($000) $178 Shares 2,478,830 Est. Cost $57.93 Unrealized +11.8%
NTST Netstreit Corp 0.4%
Value ($000) $174 Shares 9,498,214 Est. Cost $2.47 Unrealized
ED Consolidated Edison Inc. 0.3%
Value ($000) $166 Shares 1,822,843 Est. Cost $83.90 Unrealized +0.3%
SBAC SBA Communications Corporation 0.3%
Value ($000) $165 Shares 759,978 Est. Cost $237.13 Unrealized -9.7%
ETR Entergy Corporation 0.3%
Value ($000) $163 Shares 1,544,714 Est. Cost $45.16 Unrealized +5.6%
PCG PG&E Corporation 0.3%
Value ($000) $155 Shares 9,249,144 Est. Cost $16.21 Unrealized +2.3%
MAA Mid-America Apartment Communities 0.3%
Value ($000) $145 Shares 1,099,114 Est. Cost $150.14 Unrealized -19.6%
DOC Healthpeak Properties Inc 0.3%
Value ($000) $141 Shares 7,541,727 Est. Cost $16.13 Unrealized 0.0%
DUK Duke Energy Corporation 0.3%
Value ($000) $130 Shares 1,346,147 Est. Cost $88.33 Unrealized +0.1%
ATO Atmos Energy Corp. 0.2%
Value ($000) $104 Shares 877,122 Est. Cost $109.59 Unrealized +0.0%
KRG Kite Realty Group Trust 0.2%
Value ($000) $102 Shares 4,702,246 Est. Cost $9.70 Unrealized
ES Eversource Energy 0.2%
Value ($000) $98 Shares 1,634,936 Est. Cost $52.54 Unrealized 0.0%
CSX CSX Corporation 0.2%
Value ($000) $95 Shares 2,559,278 Est. Cost $29.57 Unrealized +20.0%
TRGP Targa Resources Corp. 0.2%
Value ($000) $90 Shares 804,693 Est. Cost $51.43 Unrealized +76.2%
D Dominion Resources Inc. 0.2%
Value ($000) $83 Shares 1,694,015 Est. Cost $51.25 Unrealized -16.8%
PFF iShares U.S. Preferred Stock ETF 0.2%
Value ($000) $82 Shares 2,535,014 Est. Cost $0.04 Unrealized
WMB The Williams Companies Inc. 0.2%
Value ($000) $76 Shares 1,958,198 Est. Cost $31.54 Unrealized +4.6%
REXR Rexford Industrial Realty Inc 0.2%
Value ($000) $73 Shares 1,461,104 Est. Cost $0.05 Unrealized
ADC Agree Realty Corp. 0.1%
Value ($000) $65 Shares 1,142,466 Est. Cost $59.26 Unrealized
STAG STAG Industrial Inc. 0.1%
Value ($000) $62 Shares 1,618,858 Est. Cost $0.04 Unrealized
LNT Alliant Energy Corporation 0.1%
Value ($000) $61 Shares 1,214,975 Est. Cost $48.86 Unrealized -5.6%
CMS CMS Energy Corporation 0.1%
Value ($000) $57 Shares 942,276 Est. Cost $43.78 Unrealized +25.0%
KNTK Kinetik Holdings Inc 0.1%
Value ($000) $53 Shares 1,329,988 Est. Cost $33.44 Unrealized +2.6%
LAMR Lamar Advertising Co 0.1%
Value ($000) $51 Shares 427,531 Est. Cost $47.32 Unrealized
ET Energy Transfer LP 0.1%
Value ($000) $50 Shares 3,155,005 Est. Cost $8.21 Unrealized
EGP Eastgroup Properties Inc. 0.1%
Value ($000) $47 Shares 260,569 Est. Cost $0.17 Unrealized
CNP CenterPoint Energy Inc. 0.1%
Value ($000) $44 Shares 1,560,122 Est. Cost $21.42 Unrealized +24.6%
SITE Centers Corp 0.1%
Value ($000) $43 Shares 2,941,665 Est. Cost $11.36 Unrealized
PGX Invesco Preferred ETF 0.1%
Value ($000) $42 Shares 3,570,453 Est. Cost $0.01 Unrealized
SPSB Spdr Port Shrt Trm Corp Bnd 0.1%
Value ($000) $38 Shares 1,276,664 Est. Cost $0.61 Unrealized
XOM Exxon Mobil Corporation 0.1%
Value ($000) $32 Shares 276,527 Est. Cost $85.72 Unrealized +14.4%
GLDM Spdr Gold Minishares Trust 0.1%
Value ($000) $31 Shares 707,253 Est. Cost $32.52 Unrealized
KMI Kinder Morgan Inc. 0.1%
Value ($000) $27 Shares 1,493,774 Est. Cost $14.76 Unrealized +8.3%
Pimco Dynamic Income Fund 0.1%
Value ($000) $26 Shares 1,349,920 Est. Cost $25.53 Unrealized
EVRG Evergy Inc 0.1%
Value ($000) $25 Shares 474,479 Est. Cost $52.49 Unrealized -10.3%
PAA Plains All American Pipeline LP 0.1%
Value ($000) $24 Shares 1,394,455 Est. Cost $10.25 Unrealized
DTM Dt Midstream Inc 0.1%
Value ($000) $24 Shares 398,077 Est. Cost $37.82 Unrealized +37.3%
Adams Express Co 0.0%
Value ($000) $24 Shares 1,217,034 Est. Cost $15.26 Unrealized
PIMCO Dynamic Income Strategy 0.0%
Value ($000) $23 Shares 1,106,776 Est. Cost $1.61 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $21 Shares 515,530 Est. Cost $31.79 Unrealized
EPRT Essential Properties Realty 0.0%
Value ($000) $19 Shares 717,627 Est. Cost $12.94 Unrealized
Pimco Dynamic Income Opport 0.0%
Value ($000) $18 Shares 1,356,340 Est. Cost $18.78 Unrealized
CF CF Industries Holdings Inc. 0.0%
Value ($000) $16 Shares 189,704 Est. Cost $72.48 Unrealized +5.1%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $14 Shares 69,475 Est. Cost $150.22 Unrealized +9.4%
Guggenheim Active Allocation 0.0%
Value ($000) $14 Shares 936,251 Est. Cost $7.30 Unrealized
Blackrock Capital Allocation 0.0%
Value ($000) $13 Shares 797,567 Est. Cost $14.28 Unrealized
Pimco Access Income Fund 0.0%
Value ($000) $13 Shares 841,820 Est. Cost $5.02 Unrealized
MOS The Mosaic Company 0.0%
Value ($000) $13 Shares 407,173 Est. Cost $31.11 Unrealized -3.5%
CTVA Corteva Inc-W/I 0.0%
Value ($000) $12 Shares 208,472 Est. Cost $41.19 Unrealized +22.8%
EPD Enterprise Products Partners 0.0%
Value ($000) $12 Shares 407,326 Est. Cost $17.24 Unrealized
FCX Freeport-Mcmoran Inc. 0.0%
Value ($000) $12 Shares 244,689 Est. Cost $34.57 Unrealized +14.0%
Blackrock Esg Capital Alloca 0.0%
Value ($000) $11 Shares 659,890 Est. Cost $7.71 Unrealized
LXP Industrial Trust 6.5 Perp 0.0%
Value ($000) $11 Shares 233,824 Est. Cost $58.44 Unrealized
Guggenheim Strategic Opp Fund 0.0%
Value ($000) $11 Shares 734,940 Est. Cost $9.99 Unrealized
NPWR Net Power Inc 0.0%
Value ($000) $10 Shares 910,453 Est. Cost $10.91 Unrealized -17.0%
HESM Hess Midstream Lp - Class A 0.0%
Value ($000) $10 Shares 278,989 Est. Cost $23.11 Unrealized +24.2%
Nuveen Preferred Income Opportunities Fund 0.0%
Value ($000) $10 Shares 1,395,741 Est. Cost $5.83 Unrealized
Gabelli Dividend & Income Trust 0.0%
Value ($000) $9 Shares 404,833 Est. Cost $19.72 Unrealized
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $9 Shares 1,137,690 Est. Cost $6.15 Unrealized
CEF Sprott Physical Gold And Silver Trust 0.0%
Value ($000) $9 Shares 452,497 Est. Cost $11.72 Unrealized
CCJ Cameco Corp 0.0%
Value ($000) $9 Shares 204,295 Est. Cost $38.31 Unrealized +14.0%
Prudential Gbl Shrt Dur Hi Yld 0.0%
Value ($000) $9 Shares 736,411 Est. Cost $14.85 Unrealized
CVX Chevron Corporation 0.0%
Value ($000) $9 Shares 54,797 Est. Cost $139.61 Unrealized -0.4%
COP Conocophillips 0.0%
Value ($000) $9 Shares 67,571 Est. Cost $95.37 Unrealized +12.9%
Eaton Vance Tax-Adv Dvd. Inc. Fund 0.0%
Value ($000) $9 Shares 364,313 Est. Cost $9.86 Unrealized
Ares Dynamic Credit Allocation 0.0%
Value ($000) $9 Shares 599,693 Est. Cost $15.14 Unrealized
TECK Teck Resources Ltd-Cls B 0.0%
Value ($000) $9 Shares 186,167 Est. Cost $36.90 Unrealized +8.8%
VALE Vale S.A. ADR 0.0%
Value ($000) $8 Shares 691,845 Est. Cost $5.86 Unrealized
PHYS Sprott Physical Gold Tr 0.0%
Value ($000) $8 Shares 482,155 Est. Cost $4.51 Unrealized
CLF Cliffs Natural Resou 0.0%
Value ($000) $8 Shares 355,497 Est. Cost $17.55 Unrealized +13.0%
PGIM Short Duration High Yield FD 0.0%
Value ($000) $8 Shares 617,173 Est. Cost $15.32 Unrealized
IAU I Shares Gold Trust 0.0%
Value ($000) $8 Shares 185,536 Est. Cost $30.84 Unrealized
First Trust Intermediate Duration Pref & Inc Fund 0.0%
Value ($000) $7 Shares 417,019 Est. Cost $19.44 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $7 Shares 219,244 Est. Cost $30.78 Unrealized -4.0%
Boulder Growth & Income Fund Inc. 0.0%
Value ($000) $7 Shares 486,158 Est. Cost $12.53 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $7 Shares 134,196 Est. Cost $54.24 Unrealized -9.9%
Eaton Vance T/A Global Dividend Income 0.0%
Value ($000) $7 Shares 396,120 Est. Cost $13.75 Unrealized
Rlj Lodging Trust 7.8 Perp Sr:A Cvt 0.0%
Value ($000) $7 Shares 278,454 Est. Cost $28.35 Unrealized
EIX Edison International 0.0%
Value ($000) $7 Shares 93,988 Est. Cost $62.61 Unrealized 0.0%
Wells Fargo Advantage Income Fund 0.0%
Value ($000) $7 Shares 998,389 Est. Cost $8.21 Unrealized
General American Investors 0.0%
Value ($000) $7 Shares 141,476 Est. Cost $23.52 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $6 Shares 172,722 Est. Cost $34.84 Unrealized 0.0%
TSN Tyson Foods Inc. 0.0%
Value ($000) $6 Shares 108,579 Est. Cost $46.37 Unrealized +10.7%
Gabelli Equity Trust 0.0%
Value ($000) $6 Shares 1,143,640 Est. Cost $2.22 Unrealized
Western Asset Divers Inc 0.0%
Value ($000) $6 Shares 427,083 Est. Cost $10.70 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $6 Shares 162,012 Est. Cost $37.77 Unrealized -12.1%
Kimco Realty Corp 7.250 Conv/Perp Sr:N 0.0%
Value ($000) $6 Shares 105,440 Est. Cost $0.06 Unrealized
Nuveen Global High Income 0.0%
Value ($000) $6 Shares 459,239 Est. Cost $16.03 Unrealized
Nuveen Floating Rate Income 0.0%
Value ($000) $6 Shares 646,052 Est. Cost $6.70 Unrealized
John Hancock Patriot Premium Dividend Fund II 0.0%
Value ($000) $6 Shares 480,696 Est. Cost $0.01 Unrealized
CTRA Coterra Energy 0.0%
Value ($000) $6 Shares 199,779 Est. Cost $24.64 Unrealized -2.5%
Invesco Van Kampen Senior Income Trust 0.0%
Value ($000) $5 Shares 1,252,294 Est. Cost $3.93 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $5 Shares 11,132 Est. Cost $121.53 Unrealized
Flaherty & Crumrine Dynamic 0.0%
Value ($000) $5 Shares 278,500 Est. Cost $13.08 Unrealized
RSP Invesco S&P 500 Equal Weight 0.0%
Value ($000) $5 Shares 31,223 Est. Cost $70.40 Unrealized
Blackrock Limited Duration Income Trust 0.0%
Value ($000) $5 Shares 371,801 Est. Cost $15.19 Unrealized
PIMCO Income Strategy Fund II 0.0%
Value ($000) $5 Shares 696,234 Est. Cost $9.66 Unrealized
Pioneer Natural Resources Company 0.0%
Value ($000) $5 Shares 19,640 Est. Cost $0.23 Unrealized
Nuveen Dividend Adv Muni Fd 3 0.0%
Value ($000) $5 Shares 402,795 Est. Cost $8.26 Unrealized
Alpine Total Dynamic Dividend Fund 0.0%
Value ($000) $5 Shares 593,474 Est. Cost $8.06 Unrealized
GLD Spdr Gold Trust 0.0%
Value ($000) $5 Shares 23,675 Est. Cost $53.72 Unrealized
Eaton Vance Sr Fltg Rate Trust 0.0%
Value ($000) $5 Shares 370,258 Est. Cost $4.40 Unrealized
Flah & Crum/Claymore Preferred S I 0.0%
Value ($000) $5 Shares 324,190 Est. Cost $10.71 Unrealized
Wells Fargo & Co. 7.5 0.0%
Value ($000) $5 Shares 3,817 Est. Cost $449.87 Unrealized
IE Ivanhoe Electric Inc / Us 0.0%
Value ($000) $5 Shares 462,022 Est. Cost $13.51 Unrealized -36.2%
Doubleline Income Solutions 0.0%
Value ($000) $4 Shares 348,993 Est. Cost $18.17 Unrealized
BRK/B Berkshire Hathaway Inc. 0.0%
Value ($000) $4 Shares 10,507 Est. Cost $265.07 Unrealized +48.4%
First Trust Energy Income and Growth Fund 0.0%
Value ($000) $4 Shares 270,358 Est. Cost $0.01 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 MLP and Energy Inc 0.0%
Value ($000) $4 Shares 442,575 Est. Cost $10.69 Unrealized
Calamos Convertible Opp&Inc 0.0%
Value ($000) $4 Shares 372,278 Est. Cost $11.22 Unrealized
SPY SPDR Trust Series 1 0.0%
Value ($000) $4 Shares 8,047 Est. Cost $156.53 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $4 Shares 115,387 Est. Cost $27.31 Unrealized +15.5%
Nuveen Dividend Advan Muni Inc 0.0%
Value ($000) $4 Shares 340,066 Est. Cost $6.87 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $4 Shares 291,633 Est. Cost $5.64 Unrealized
EQR Equity Residential 0.0%
Value ($000) $4 Shares 63,790 Est. Cost $53.64 Unrealized +4.8%
RS Reliance Steel & Alu 0.0%
Value ($000) $4 Shares 11,901 Est. Cost $304.32 Unrealized 0.0%
First Trust Energy Infra. 0.0%
Value ($000) $4 Shares 217,060 Est. Cost $11.04 Unrealized
BG Bunge Global Sa 0.0%
Value ($000) $4 Shares 38,285 Est. Cost $98.11 Unrealized -10.1%
Eaton Vance Enh Eqt Inc Ii 0.0%
Value ($000) $4 Shares 194,116 Est. Cost $0.02 Unrealized
Calamos Convertible & High Income Fund 0.0%
Value ($000) $4 Shares 329,884 Est. Cost $11.68 Unrealized
PPC Pilgrims Pride Corporation 0.0%
Value ($000) $4 Shares 112,406 Est. Cost $23.21 Unrealized +29.2%
Eaton Vance Tax-Managed Dividend 0.0%
Value ($000) $4 Shares 285,617 Est. Cost $4.38 Unrealized
Nuveen Municipal Value Fund 0.0%
Value ($000) $4 Shares 437,880 Est. Cost $5.26 Unrealized
FSLR First Solar Inc. 0.0%
Value ($000) $4 Shares 22,330 Est. Cost $153.40 Unrealized +0.2%
Eaton Vance Limited Duration Fund 0.0%
Value ($000) $4 Shares 375,463 Est. Cost $12.95 Unrealized
Babson Cap Global 0.0%
Value ($000) $4 Shares 254,171 Est. Cost $16.82 Unrealized
Nuveen Multi-Strategy Income & Growth 2 0.0%
Value ($000) $4 Shares 649,738 Est. Cost $6.14 Unrealized
TRP TC Energy Corp 0.0%
Value ($000) $4 Shares 89,924 Est. Cost $36.30 Unrealized -0.0%
AGCO Agco Corp. 0.0%
Value ($000) $4 Shares 29,263 Est. Cost $118.79 Unrealized -6.4%
Adams Natural Resources Fund 0.0%
Value ($000) $4 Shares 155,985 Est. Cost $9.64 Unrealized
AVB AvalonBay Communities Inc. 0.0%
Value ($000) $4 Shares 19,368 Est. Cost $163.94 Unrealized +2.5%
CSTM Constellium Se 0.0%
Value ($000) $4 Shares 160,454 Est. Cost $18.01 Unrealized +7.5%
BlackRock Credit Allocation Income Trust 0.0%
Value ($000) $4 Shares 331,022 Est. Cost $14.07 Unrealized
PBR Petroleo Brasileiro S.A. - ADR 0.0%
Value ($000) $3 Shares 225,874 Est. Cost $0.02 Unrealized
AGIC Convertible & Income FD II 0.0%
Value ($000) $3 Shares 1,140,169 Est. Cost $3.81 Unrealized
XJPIX Nuveen Preferred & Income Term Fund 0.0%
Value ($000) $3 Shares 173,899 Est. Cost $23.71 Unrealized
NEM Newmont Mining Corporation 0.0%
Value ($000) $3 Shares 93,312 Est. Cost $33.15 Unrealized 0.0%
COWZ Pacer Us Cash Cows 100 Etf 0.0%
Value ($000) $3 Shares 56,609 Est. Cost $0.05 Unrealized
Eaton Vance Risk-Managed Diversified Equity Income 0.0%
Value ($000) $3 Shares 392,446 Est. Cost $0.01 Unrealized
Royce Value Trust 0.0%
Value ($000) $3 Shares 211,821 Est. Cost $14.12 Unrealized
XXHYBXX New America High Income Fund 0.0%
Value ($000) $3 Shares 424,681 Est. Cost $8.84 Unrealized
RSPD Invesco S&P 500 Equal Weight Consumer 0.0%
Value ($000) $3 Shares 59,926 Est. Cost $43.61 Unrealized
BlackRock Multi-Sector Inc Tst 0.0%
Value ($000) $3 Shares 191,884 Est. Cost $16.20 Unrealized
Cornerstone Strategic Value Fund Inc 0.0%
Value ($000) $3 Shares 394,000 Est. Cost $0.01 Unrealized
DAR Darling Intl Inc 0.0%
Value ($000) $3 Shares 63,311 Est. Cost $58.07 Unrealized -24.2%
ENPH Enphase Energy Inc 0.0%
Value ($000) $3 Shares 23,916 Est. Cost $116.80 Unrealized -0.1%
Western Asset Global High In 0.0%
Value ($000) $3 Shares 412,919 Est. Cost $10.31 Unrealized
Thornburg Income Builder Opp 0.0%
Value ($000) $3 Shares 171,235 Est. Cost $11.08 Unrealized
Nuveen Ins T/F Adv Municipal 0.0%
Value ($000) $3 Shares 249,711 Est. Cost $11.56 Unrealized
VNQ Vanguard Reit Etf 0.0%
Value ($000) $3 Shares 31,782 Est. Cost $16.28 Unrealized
First Trust High Inc 0.0%
Value ($000) $3 Shares 230,000 Est. Cost $14.89 Unrealized
Nuveen Dividend Advantage Muni Fd 0.0%
Value ($000) $3 Shares 238,123 Est. Cost $10.68 Unrealized
ADM Archer-Daniels-Midland Company 0.0%
Value ($000) $3 Shares 42,697 Est. Cost $54.82 Unrealized 0.0%
Equitrans Midstream Corp-W/I 0.0%
Value ($000) $3 Shares 214,597 Est. Cost $1.76 Unrealized
First Trust New Opportunites MLP 0.0%
Value ($000) $3 Shares 343,800 Est. Cost $7.67 Unrealized
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
MSFT Microsoft Corporation 0.0%
Value ($000) $2 Shares 5,782 Est. Cost $138.33 Unrealized +188.6%
MFS Multimarket Income Trust 0.0%
Value ($000) $2 Shares 521,440 Est. Cost $3.12 Unrealized
Eaton Vance T/M Buy-Write Opportunity 0.0%
Value ($000) $2 Shares 182,931 Est. Cost $0.01 Unrealized
VLO Valero Energy Corporation 0.0%
Value ($000) $2 Shares 13,643 Est. Cost $135.69 Unrealized 0.0%
ETN Eaton Corporation plc 0.0%
Value ($000) $2 Shares 7,385 Est. Cost $213.62 Unrealized +25.3%
LIN Linde Plc 0.0%
Value ($000) $2 Shares 4,951 Est. Cost $421.92 Unrealized +0.1%
Neuberger Berman Intmd Muni 0.0%
Value ($000) $2 Shares 216,982 Est. Cost $2.00 Unrealized
NXT Nextracker Inc 0.0%
Value ($000) $2 Shares 39,694 Est. Cost $53.15 Unrealized +0.1%
Nuveen Real Asset Inc and Grow 0.0%
Value ($000) $2 Shares 180,558 Est. Cost $15.38 Unrealized
SDRL Seadrill Limited 0.0%
Value ($000) $2 Shares 42,115 Est. Cost $45.42 Unrealized 0.0%
Western Asset Global Corp. 0.0%
Value ($000) $2 Shares 169,581 Est. Cost $17.32 Unrealized
GEL Genesis Energy LP 0.0%
Value ($000) $2 Shares 186,935 Est. Cost $3.61 Unrealized
PSLV Sprott Physical Silver Trust 0.0%
Value ($000) $2 Shares 250,145 Est. Cost $7.89 Unrealized
Blackstone/GSO Long-Short CR 0.0%
Value ($000) $2 Shares 164,996 Est. Cost $14.28 Unrealized
Blackrock Enh Cap And Inc 0.0%
Value ($000) $2 Shares 104,136 Est. Cost $15.63 Unrealized
Blackrock Muniyield Insured 0.0%
Value ($000) $2 Shares 176,757 Est. Cost $9.00 Unrealized
AM Antero Midstream Corp 0.0%
Value ($000) $2 Shares 142,851 Est. Cost $10.30 Unrealized +10.6%
Mainstay Cbre Glbl Infr Mega 0.0%
Value ($000) $2 Shares 159,391 Est. Cost $14.05 Unrealized
Liberty All-Star Equity Fund 0.0%
Value ($000) $2 Shares 270,000 Est. Cost $7.38 Unrealized
Duff & Phelps Global Utility 0.0%
Value ($000) $2 Shares 201,271 Est. Cost $0.01 Unrealized
Pgim Shrt Durat Hi Yld 0.0%
Value ($000) $2 Shares 124,450 Est. Cost $15.61 Unrealized
AAPL Apple Inc. 0.0%
Value ($000) $2 Shares 11,147 Est. Cost $115.73 Unrealized +55.8%
UUUU Energy Fuels Inc 0.0%
Value ($000) $2 Shares 299,696 Est. Cost $7.03 Unrealized -4.2%
Eaton Vance T/M Buy-Wr In 0.0%
Value ($000) $2 Shares 134,963 Est. Cost $0.01 Unrealized
REG Regency Centers Corporation 0.0%
Value ($000) $2 Shares 29,364 Est. Cost $54.29 Unrealized +5.5%
PWR Quanta Services Inc. 0.0%
Value ($000) $2 Shares 6,675 Est. Cost $220.32 Unrealized +0.2%
PIMCO High Income Fund 0.0%
Value ($000) $2 Shares 345,910 Est. Cost $5.50 Unrealized
Western Asset High Yield Defined Opportunity Fd. 0.0%
Value ($000) $2 Shares 138,478 Est. Cost $15.90 Unrealized
XMYDX Blackrock Muniyield Fund 0.0%
Value ($000) $2 Shares 148,315 Est. Cost $2.85 Unrealized
Calamos Lng/Shrt Eq & Dyn 0.0%
Value ($000) $2 Shares 106,000 Est. Cost $0.01 Unrealized
Eaton Vance Insured Muni Bnd 0.0%
Value ($000) $2 Shares 156,605 Est. Cost $1.12 Unrealized
Entertainment Properties Trust Pfd. E 0.0%
Value ($000) $2 Shares 57,085 Est. Cost $35.75 Unrealized
PSX Phillips 66 0.0%
Value ($000) $2 Shares 9,241 Est. Cost $79.52 Unrealized +69.7%
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $2 Shares 213,438 Est. Cost $4.46 Unrealized
NVDA NVIDIA Corporation 0.0%
Value ($000) $1 Shares 1,615 Est. Cost $19.29 Unrealized +275.6%
Blackrock Glbl Flt Rt Inc Tr 0.0%
Value ($000) $1 Shares 108,470 Est. Cost $9.20 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $1 Shares 1,060 Est. Cost $28.56 Unrealized +324.4%
Stem, Inc. 0.0%
Value ($000) $1 Shares 637,750 Est. Cost $0.01 Unrealized
IWD iShares Russell 1000 Value 0.0%
Value ($000) $1 Shares 7,719 Est. Cost $96.48 Unrealized
AMZN Amazon.com Inc. 0.0%
Value ($000) $1 Shares 7,448 Est. Cost $126.34 Unrealized +32.1%
Wells Fargo Multi-Sector Income Fund 0.0%
Value ($000) $1 Shares 143,767 Est. Cost $13.01 Unrealized
DNP Select Income Fund 0.0%
Value ($000) $1 Shares 143,894 Est. Cost $2.70 Unrealized
Eaton Vance Floating Rate Income Trust 0.0%
Value ($000) $1 Shares 96,240 Est. Cost $5.53 Unrealized
Blackrock Muniyield Quality 0.0%
Value ($000) $1 Shares 92,385 Est. Cost $8.87 Unrealized
BCD Abrdn Bloomberg All Commodit 0.0%
Value ($000) $1 Shares 35,736 Est. Cost $0.03 Unrealized
BCI Abrdn Bloomberg All Commodit 0.0%
Value ($000) $1 Shares 56,810 Est. Cost $0.02 Unrealized
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $1 Shares 7,212 Est. Cost $99.14 Unrealized +43.2%
XMUIX Blackrock Muni Interm Durati 0.0%
Value ($000) $1 Shares 90,000 Est. Cost $0.01 Unrealized
PIMCO Global Stocksplus & In 0.0%
Value ($000) $1 Shares 138,801 Est. Cost $10.61 Unrealized
Western Asset High Income Fund II 0.0%
Value ($000) $1 Shares 235,000 Est. Cost $0.00 Unrealized
META Facebook Inc. 0.0%
Value ($000) $1 Shares 2,111 Est. Cost $280.32 Unrealized +58.1%
Tekla Healthcare Investors 0.0%
Value ($000) $1 Shares 60,573 Est. Cost $21.40 Unrealized
John Hancock T/A Dividend Income Fund 0.0%
Value ($000) $1 Shares 47,835 Est. Cost $20.86 Unrealized
Blackrock Global Enrg & Res 0.0%
Value ($000) $1 Shares 69,780 Est. Cost $0.01 Unrealized
DWS Municipal Income Trust 0.0%
Value ($000) $1 Shares 95,000 Est. Cost $0.01 Unrealized
Pimco Municipal Income Fund II 0.0%
Value ($000) $1 Shares 95,000 Est. Cost $0.01 Unrealized
Invesco Value Municipal Income Trust 0.0%
Value ($000) $1 Shares 65,000 Est. Cost $0.01 Unrealized
Tekla Healthcare Opportunities Fund 0.0%
Value ($000) $1 Shares 37,845 Est. Cost $10.77 Unrealized
VTR Ventas Inc. 0.0%
Value ($000) $1 Shares 17,220 Est. Cost $41.73 Unrealized +2.4%
XBNYX BlackRock NY Muni Income Trust 0.0%
Value ($000) $1 Shares 70,000 Est. Cost $0.01 Unrealized
Nuveen Real Estate Income Fund 0.0%
Value ($000) $1 Shares 90,300 Est. Cost $9.79 Unrealized
Blackrock Debt Strategies Fund 0.0%
Value ($000) $1 Shares 60,664 Est. Cost $7.36 Unrealized
XMQTX Blackrock Muniyield Qual Ii 0.0%
Value ($000) $1 Shares 62,896 Est. Cost $0.01 Unrealized
Mainstay DefTerm Muni Opps 0.0%
Value ($000) $1 Shares 39,501 Est. Cost $4.40 Unrealized
Rivernorth Flex Muni Ii 0.0%
Value ($000) $1 Shares 45,000 Est. Cost $0.01 Unrealized
JPM JPMorgan Chase & Co. 0.0%
Value ($000) $1 Shares 3,077 Est. Cost $66.96 Unrealized +159.3%
NEXT Nextdecade Corp 0.0%
Value ($000) $1 Shares 107,158 Est. Cost $4.36 Unrealized +14.5%
AGIC Equity & Convertible Income 0.0%
Value ($000) $1 Shares 26,127 Est. Cost $26.76 Unrealized
ARLP Alliance Resource Partners LP 0.0%
Value ($000) $1 Shares 28,657 Est. Cost $8.53 Unrealized
John Hancock Preferred Income III 0.0%
Value ($000) $1 Shares 36,388 Est. Cost $18.10 Unrealized
NPWR/WS Net Power Inc warrant 0.0%
Value ($000) $1 Shares 193,606 Est. Cost $0.00 Unrealized
AMD Advanced Micro Devic 0.0%
Value ($000) $1 Shares 2,967 Est. Cost $82.21 Unrealized +112.6%
EATON VANCE MUNICIPAL INCOME 0.0%
Value ($000) $1 Shares 30,008 Est. Cost $0.02 Unrealized
MCD McDonald's Corporation 0.0%
Value ($000) $1 Shares 1,872 Est. Cost $193.19 Unrealized +43.9%
XMVTX Blackrock Munivest Fund Ii 0.0%
Value ($000) $0 Shares 45,000 Est. Cost $0.01 Unrealized
GS The Goldman Sachs Group Inc. 0.0%
Value ($000) $0 Shares 1,164 Est. Cost $197.21 Unrealized +88.8%
ICE Intercontinental Exchange Inc. 0.0%
Value ($000) $0 Shares 3,525 Est. Cost $67.58 Unrealized +92.1%
Royce Micro-Capital Trust Inc. 0.0%
Value ($000) $0 Shares 50,884 Est. Cost $7.93 Unrealized
HD The Home Depot Inc. 0.0%
Value ($000) $0 Shares 1,248 Est. Cost $219.97 Unrealized +58.4%
MA MasterCard Incorporated 0.0%
Value ($000) $0 Shares 959 Est. Cost $282.72 Unrealized +60.1%
Blackrock Muniholdings In Ii 0.0%
Value ($000) $0 Shares 45,000 Est. Cost $0.01 Unrealized
VZ Verizon Communications Inc. 0.0%
Value ($000) $0 Shares 10,831 Est. Cost $33.35 Unrealized +7.7%
V Visa Inc. 0.0%
Value ($000) $0 Shares 1,611 Est. Cost $156.78 Unrealized +73.7%
Alliance National Muni Inc. 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.01 Unrealized
MRK Merck & Co. Inc. 0.0%
Value ($000) $0 Shares 3,332 Est. Cost $80.04 Unrealized +44.6%
Nuveen NY Dividend Adv Muni Fd 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.01 Unrealized
XBKNX Blackrock Invt Quality Muni 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $0.01 Unrealized
BlackRock MuniHoldings Fd Inc 0.0%
Value ($000) $0 Shares 35,447 Est. Cost $15.44 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $0 Shares 2,063 Est. Cost $146.13 Unrealized +23.4%
COST Costco Wholesale Corporation 0.0%
Value ($000) $0 Shares 576 Est. Cost $492.54 Unrealized +43.5%
ADBE Adobe Systems Incorporated 0.0%
Value ($000) $0 Shares 831 Est. Cost $512.46 Unrealized +11.9%
XENWX Eaton Vance New York Municipal Bond Fund 0.0%
Value ($000) $0 Shares 42,100 Est. Cost $0.01 Unrealized
IBM International Business Machines Corporation 0.0%
Value ($000) $0 Shares 2,136 Est. Cost $116.17 Unrealized +48.5%
Neuberger Berman MLP Income 0.0%
Value ($000) $0 Shares 55,000 Est. Cost $0.01 Unrealized
BAC Bank of America Corporation 0.0%
Value ($000) $0 Shares 10,623 Est. Cost $23.95 Unrealized +37.0%
WM Waste Management Inc. 0.0%
Value ($000) $0 Shares 1,868 Est. Cost $146.36 Unrealized +30.5%
NOW ServiceNow Inc. 0.0%
Value ($000) $0 Shares 511 Est. Cost $87.42 Unrealized +73.3%
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 5,984 Est. Cost $48.00 Unrealized +9.4%
BK The Bank of New York Mellon Corporation 0.0%
Value ($000) $0 Shares 6,501 Est. Cost $42.97 Unrealized +22.6%
XPMQX PIMCO Muni Income Fund III 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.34 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $0 Shares 2,347 Est. Cost $109.59 Unrealized +37.1%
Blackrock Muniholdings Ny In 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $0.01 Unrealized
LLY Eli Lilly and Company 0.0%
Value ($000) $0 Shares 477 Est. Cost $506.78 Unrealized +38.6%
Dreyfus Strategic Municipals 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $0.01 Unrealized
MSI Motorola Solutions Inc. 0.0%
Value ($000) $0 Shares 995 Est. Cost $196.19 Unrealized +64.4%
DE Deere & Company 0.0%
Value ($000) $0 Shares 834 Est. Cost $321.83 Unrealized +15.8%
SWK Stanley Black & Decker Inc. 0.0%
Value ($000) $0 Shares 3,462 Est. Cost $80.71 Unrealized +5.5%
MS Morgan Stanley 0.0%
Value ($000) $0 Shares 3,553 Est. Cost $37.39 Unrealized +122.6%
DIS The Walt Disney Company 0.0%
Value ($000) $0 Shares 2,728 Est. Cost $110.66 Unrealized -7.5%
TMO Thermo Fisher Scientific Inc. 0.0%
Value ($000) $0 Shares 563 Est. Cost $383.26 Unrealized +45.5%
Nuveen NY AMT-Free Muni Inc 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $7.06 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $0 Shares 3,660 Est. Cost $75.06 Unrealized +7.5%
John Hancock Investors Trust 0.0%
Value ($000) $0 Shares 23,927 Est. Cost $15.39 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $0 Shares 1,060 Est. Cost $213.18 Unrealized +16.1%
GM General Motors Company 0.0%
Value ($000) $0 Shares 6,491 Est. Cost $33.62 Unrealized +13.0%
UPS United Parcel Service Inc. 0.0%
Value ($000) $0 Shares 1,949 Est. Cost $99.10 Unrealized +37.6%
CMCSA Comcast Corporation 0.0%
Value ($000) $0 Shares 6,693 Est. Cost $36.97 Unrealized +9.9%
PEP Pepsico Inc. 0.0%
Value ($000) $0 Shares 1,631 Est. Cost $150.33 Unrealized +4.6%
Putnam Muni Opportunities Tst 0.0%
Value ($000) $0 Shares 27,923 Est. Cost $0.01 Unrealized
TSLA Tesla Motors Inc. 0.0%
Value ($000) $0 Shares 1,608 Est. Cost $272.87 Unrealized -28.4%
NKE NIKE Inc. 0.0%
Value ($000) $0 Shares 3,010 Est. Cost $102.99 Unrealized -5.0%
CDNS Cadence Design Systems Inc. 0.0%
Value ($000) $0 Shares 907 Est. Cost $286.73 Unrealized +3.2%
WTW Willis Group Holdings plc 0.0%
Value ($000) $0 Shares 1,023 Est. Cost $137.50 Unrealized +86.9%
DHR Danaher Corporation 0.0%
Value ($000) $0 Shares 1,116 Est. Cost $123.59 Unrealized +95.4%
BDX Becton Dickinson & Company 0.0%
Value ($000) $0 Shares 1,084 Est. Cost $241.97 Unrealized -4.7%
PM Philip Morris International Inc. 0.0%
Value ($000) $0 Shares 2,924 Est. Cost $75.96 Unrealized +11.8%
GILD Gilead Sciences Inc. 0.0%
Value ($000) $0 Shares 3,517 Est. Cost $71.13 Unrealized +1.2%
CB Chubb Ltd 0.0%
Value ($000) $0 Shares 992 Est. Cost $185.25 Unrealized +30.2%
Eaton Vance Muni Income Trust 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.01 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $0 Shares 11,842 Est. Cost $19.44 Unrealized -3.1%
WMT Wal-Mart Stores Inc. 0.0%
Value ($000) $0 Shares 4,209 Est. Cost $50.28 Unrealized +11.4%
Laboratory Corporation of America Holdings 0.0%
Value ($000) $0 Shares 1,117 Est. Cost $191.22 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $0 Shares 2,164 Est. Cost $52.64 Unrealized +98.7%
Bank of America 7.25 CV Pfd. L 0.0%
Value ($000) $0 Shares 200 Est. Cost $1445.00 Unrealized
Diamond Offshore Drilling In 0.0%
Value ($000) $0 Shares 17,452 Est. Cost $0.01 Unrealized
UNH UnitedHealth Group Incorporated 0.0%
Value ($000) $0 Shares 482 Est. Cost $469.94 Unrealized +4.0%
ABT Abbott Laboratories 0.0%
Value ($000) $0 Shares 2,040 Est. Cost $68.67 Unrealized +61.3%
ROK Rockwell Automation Inc. 0.0%
Value ($000) $0 Shares 788 Est. Cost $273.62 Unrealized +1.9%
MKC McCormick & Company Incorporated 0.0%
Value ($000) $0 Shares 2,792 Est. Cost $61.94 Unrealized +4.5%
ELV Anthem Inc. 0.0%
Value ($000) $0 Shares 399 Est. Cost $339.49 Unrealized +41.9%
Western Asset Muni High Inc Fd 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $0 Shares 2,516 Est. Cost $33.99 Unrealized 0.0%
Benson Hill Inc 0.0%
Value ($000) $0 Shares 962,500 Est. Cost $6.55 Unrealized
DOW Dow Inc 0.0%
Value ($000) $0 Shares 3,301 Est. Cost $44.94 Unrealized +9.0%
PG The Procter & Gamble Company 0.0%
Value ($000) $0 Shares 1,163 Est. Cost $131.84 Unrealized +13.7%
CL Colgate-Palmolive Company 0.0%
Value ($000) $0 Shares 1,882 Est. Cost $65.49 Unrealized +24.2%
CMDY Ishares Bloomberg Roll Selec 0.0%
Value ($000) $0 Shares 3,292 Est. Cost $27.45 Unrealized
IP International Paper Company 0.0%
Value ($000) $0 Shares 3,889 Est. Cost $33.61 Unrealized 0.0%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $0 Shares 2,168 Est. Cost $57.15 Unrealized +7.1%
F Ford Motor Company 0.0%
Value ($000) $0 Shares 10,276 Est. Cost $10.33 Unrealized +3.5%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $0 Shares 7,248 Est. Cost $15.88 Unrealized -2.9%
Entertainment Property 5.75 CV (EPR C) 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $0.02 Unrealized
PFE Pfizer Inc. 0.0%
Value ($000) $0 Shares 2,215 Est. Cost $31.71 Unrealized -22.3%
RDDT Reddit Inc-Cl A 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $54.74 Unrealized 0.0%
CWEN Clearwater Energy Inc. Class C 0.0%
Value ($000) $0 Shares 2,009 Est. Cost $21.25 Unrealized -1.2%
CLH Clean Harbors Inc 0.0%
Value ($000) $0 Shares 216 Est. Cost $168.59 Unrealized +6.6%
ALAB Astera Labs Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $74.10 Unrealized 0.0%
TSM Taiwan Semiconductors ADR 0.0%
Value ($000) $0 Shares 255 Est. Cost $57.54 Unrealized
SR Spire Inc. 0.0%
Value ($000) $0 Shares 563 Est. Cost $47.31 Unrealized
NXPI NXP Semiconductors N.V. 0.0%
Value ($000) $0 Shares 138 Est. Cost $143.80 Unrealized +55.1%
ORCL Oracle Corporation 0.0%
Value ($000) $0 Shares 259 Est. Cost $75.85 Unrealized +48.1%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $0 Shares 113 Est. Cost $82.55 Unrealized +91.1%
WDAY Workday Inc. 0.0%
Value ($000) $0 Shares 112 Est. Cost $251.85 Unrealized +13.0%
TXNM PNM Resources Inc. 0.0%
Value ($000) $0 Shares 799 Est. Cost $37.20 Unrealized 0.0%
POR Portland General Electric Co. 0.0%
Value ($000) $0 Shares 723 Est. Cost $35.56 Unrealized +5.7%
CRM salesforce.com inc. 0.0%
Value ($000) $0 Shares 89 Est. Cost $203.27 Unrealized +40.3%
XIFR Nextera Energy Partners LP 0.0%
Value ($000) $0 Shares 877 Est. Cost $49.94 Unrealized -43.0%
IDA IdaCorp. Inc. 0.0%
Value ($000) $0 Shares 269 Est. Cost $99.31 Unrealized -7.8%
CPK Chesapeake Utils Cor 0.0%
Value ($000) $0 Shares 215 Est. Cost $90.84 Unrealized +8.9%
CRWD Crowdstrike Holdings Inc - A 0.0%
Value ($000) $0 Shares 65 Est. Cost $220.44 Unrealized +38.9%
XYL Xylem Inc. 0.0%
Value ($000) $0 Shares 144 Est. Cost $98.81 Unrealized +19.7%
ECL Ecolab Inc. 0.0%
Value ($000) $0 Shares 79 Est. Cost $156.39 Unrealized +33.0%
DCI Donaldson Co Inc 0.0%
Value ($000) $0 Shares 214 Est. Cost $59.38 Unrealized +11.0%
EMR Emerson Electric Co. 0.0%
Value ($000) $0 Shares 140 Est. Cost $91.16 Unrealized +9.0%
ADI Analog Devices Inc. 0.0%
Value ($000) $0 Shares 81 Est. Cost $129.50 Unrealized +43.8%
WCN Waste Connections 0.0%
Value ($000) $0 Shares 92 Est. Cost $135.64 Unrealized +17.2%
ZBRA ZEBRA TECHNOLOGIES Corp.-CL A 0.0%
Value ($000) $0 Shares 47 Est. Cost $274.96 Unrealized -2.7%
TMUS T-Mobile US Inc. 0.0%
Value ($000) $0 Shares 87 Est. Cost $135.90 Unrealized +16.4%
TTEK Tetra Tech Inc New 0.0%
Value ($000) $0 Shares 75 Est. Cost $32.34 Unrealized +7.1%
NET Cloudflare Inc - Class A 0.0%
Value ($000) $0 Shares 141 Est. Cost $68.47 Unrealized +32.2%
Artista Networks Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.30 Unrealized
PNR Pentair Ltd. 0.0%
Value ($000) $0 Shares 132 Est. Cost $74.38 Unrealized 0.0%
ITRI Itron Inc 0.0%
Value ($000) $0 Shares 118 Est. Cost $80.55 Unrealized 0.0%
ICF iShares Cohen & Steers Rlty 0.0%
Value ($000) $0 Shares 120 Est. Cost $3.08 Unrealized
ENS Enersys 0.0%
Value ($000) $0 Shares 78 Est. Cost $100.17 Unrealized -7.9%
FMC FMC Corporation 0.0%
Value ($000) $0 Shares 86 Est. Cost $52.47 Unrealized +1.6%
SEDG Solaredge Technologies Inc 0.0%
Value ($000) $0 Shares 29 Est. Cost $275.58 Unrealized -73.8%