COHEN & STEERS, INC. Diversified Active

CIK: 0001284812 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $52,801 (100.0% shares, 0.0% debt)

Holdings (409)

WELL Welltower Inc. 9.0%
Value ($000) $4,778 Shares 37,910,647 Est. Cost $68.20 Unrealized +88.7%
DLR Digital Realty Trust Inc. 7.4%
Value ($000) $3,931 Shares 22,167,238 Est. Cost $113.94 Unrealized +50.3%
AMT American Tower Corporation 6.7%
Value ($000) $3,517 Shares 19,176,365 Est. Cost $185.55 Unrealized +6.9%
PLD Prologis Inc. 5.7%
Value ($000) $2,995 Shares 28,331,750 Est. Cost $90.99 Unrealized +21.1%
SPG Simon Property Group Inc. 5.4%
Value ($000) $2,839 Shares 16,487,347 Est. Cost $82.75 Unrealized +100.1%
EQIX Equinix Inc. 4.6%
Value ($000) $2,449 Shares 2,597,526 Est. Cost $568.88 Unrealized +57.8%
CCI Crown Castle Inc. 4.3%
Value ($000) $2,289 Shares 25,217,301 Est. Cost $106.07 Unrealized -7.5%
SUI Sun Communities Inc. 3.8%
Value ($000) $2,013 Shares 16,373,446 Est. Cost $58.32 Unrealized
INVH Invitation Homes Inc 3.7%
Value ($000) $1,971 Shares 61,645,138 Est. Cost $33.04 Unrealized -3.6%
PSA Public Storage 3.1%
Value ($000) $1,627 Shares 5,433,001 Est. Cost $257.97 Unrealized +22.5%
IRM Iron Mountain Incorporated 3.0%
Value ($000) $1,567 Shares 14,907,846 Est. Cost $55.90 Unrealized +101.8%
VICI VICI Properties Inc. 2.6%
Value ($000) $1,397 Shares 47,831,205 Est. Cost $26.14 Unrealized +12.9%
EXR Extra Space Storage Inc. 2.6%
Value ($000) $1,383 Shares 9,246,133 Est. Cost $107.88 Unrealized +44.0%
UDR UDR Inc. 2.5%
Value ($000) $1,328 Shares 30,589,275 Est. Cost $26.93 Unrealized +57.0%
WY Weyerhaeuser Company 2.1%
Value ($000) $1,096 Shares 38,928,176 Est. Cost $29.89 Unrealized +0.6%
ESS Essex Property Trust Inc. 2.1%
Value ($000) $1,087 Shares 3,809,325 Est. Cost $205.64 Unrealized +37.3%
HR Healthcare Realty Trust Inc. 2.0%
Value ($000) $1,065 Shares 62,865,392 Est. Cost $11.32 Unrealized
OHI Omega Healthcare Investors 1.9%
Value ($000) $992 Shares 26,222,898 Est. Cost $0.04 Unrealized
HST Host Hotels & Resorts Inc. 1.7%
Value ($000) $876 Shares 50,002,916 Est. Cost $14.83 Unrealized +12.3%
KIM Kimco Realty Corporation 1.5%
Value ($000) $790 Shares 33,701,948 Est. Cost $16.77 Unrealized +36.7%
O Realty Income Corporation 1.4%
Value ($000) $730 Shares 13,664,754 Est. Cost $54.82 Unrealized -0.6%
AVB AvalonBay Communities Inc 1.3%
Value ($000) $689 Shares 3,130,108 Est. Cost $204.32 Unrealized +5.8%
ADC Agree Realty Corp. 1.3%
Value ($000) $688 Shares 9,767,632 Est. Cost $6.99 Unrealized
COLD Americold Realty Trust 1.2%
Value ($000) $617 Shares 28,837,300 Est. Cost $27.00 Unrealized
CZR Caesars Entertainment Inc 0.9%
Value ($000) $487 Shares 14,581,882 Est. Cost $39.94 Unrealized -0.9%
EGP Eastgroup Properties Inc. 0.9%
Value ($000) $458 Shares 2,855,920 Est. Cost $0.17 Unrealized
AKR Acadia Realty Trust 0.8%
Value ($000) $447 Shares 18,490,308 Est. Cost $14.10 Unrealized
ELS Equity Lifestyle Properties 0.8%
Value ($000) $445 Shares 6,679,991 Est. Cost $0.07 Unrealized
HIW Highwoods Properties Inc. 0.8%
Value ($000) $412 Shares 13,469,614 Est. Cost $41.78 Unrealized
SBAC SBA Communications Corporation 0.7%
Value ($000) $384 Shares 1,883,065 Est. Cost $225.07 Unrealized -2.2%
BYD Boyd Gaming Corp. 0.7%
Value ($000) $382 Shares 5,265,454 Est. Cost $44.03 Unrealized +57.6%
NEE NextEra Energy Inc. 0.7%
Value ($000) $377 Shares 5,262,515 Est. Cost $59.39 Unrealized +26.3%
LAMR Lamar Advertising Co 0.6%
Value ($000) $324 Shares 2,660,664 Est. Cost $5.05 Unrealized
RYN Rayonier Inc. 0.6%
Value ($000) $307 Shares 11,767,565 Est. Cost $0.03 Unrealized
NI NiSource Inc. 0.6%
Value ($000) $301 Shares 8,183,306 Est. Cost $23.46 Unrealized +48.5%
AMH American Homes 4 Rent-CL 0.6%
Value ($000) $293 Shares 7,835,213 Est. Cost $0.31 Unrealized
DUK Duke Energy Corporation 0.5%
Value ($000) $273 Shares 2,534,730 Est. Cost $93.46 Unrealized +16.4%
PPL PPL Corporation 0.4%
Value ($000) $227 Shares 6,987,399 Est. Cost $24.91 Unrealized +27.3%
UNP Union Pacific Corporation 0.4%
Value ($000) $224 Shares 983,288 Est. Cost $206.30 Unrealized +11.6%
WMB The Williams Companies Inc. 0.4%
Value ($000) $216 Shares 3,988,025 Est. Cost $35.55 Unrealized +45.5%
PEG Public Service Enterprise Group Incorporated 0.4%
Value ($000) $215 Shares 2,540,692 Est. Cost $54.98 Unrealized +55.1%
CSX CSX Corporation 0.4%
Value ($000) $202 Shares 6,274,308 Est. Cost $33.10 Unrealized +1.8%
PCG PG&E Corporation 0.4%
Value ($000) $190 Shares 9,395,173 Est. Cost $16.45 Unrealized +22.5%
EPRT Essential Properties Realty 0.3%
Value ($000) $184 Shares 5,898,312 Est. Cost $1.26 Unrealized
KRG Kite Realty Group Trust 0.3%
Value ($000) $167 Shares 6,620,548 Est. Cost $6.72 Unrealized
EIX Edison International 0.3%
Value ($000) $151 Shares 1,889,863 Est. Cost $73.76 Unrealized +7.0%
TRGP Targa Resources Corp. 0.3%
Value ($000) $146 Shares 817,462 Est. Cost $55.87 Unrealized +213.5%
D Dominion Resources Inc. 0.3%
Value ($000) $138 Shares 2,554,791 Est. Cost $51.22 Unrealized +5.5%
LNT Alliant Energy Corporation 0.3%
Value ($000) $136 Shares 2,306,115 Est. Cost $49.45 Unrealized +18.0%
PACS Pacs Group Inc 0.2%
Value ($000) $127 Shares 9,721,887 Est. Cost $31.20 Unrealized -17.8%
AEP American Electric Power Company Inc. 0.2%
Value ($000) $122 Shares 1,318,499 Est. Cost $93.11 Unrealized 0.0%
LINE Lineage Inc 0.2%
Value ($000) $112 Shares 1,914,046 Est. Cost $0.08 Unrealized
EXC Exelon Corporation 0.2%
Value ($000) $109 Shares 2,889,170 Est. Cost $35.77 Unrealized +4.2%
NTST Netstreit Corp 0.2%
Value ($000) $94 Shares 6,663,409 Est. Cost $2.40 Unrealized
Outfront Media Inc 0.2%
Value ($000) $93 Shares 5,243,211 Est. Cost $0.02 Unrealized
LNG Cheniere Energy Inc. 0.2%
Value ($000) $93 Shares 431,729 Est. Cost $88.56 Unrealized +129.2%
SO The Southern Company 0.2%
Value ($000) $92 Shares 1,116,096 Est. Cost $57.93 Unrealized +45.9%
AEE Ameren Corporation 0.2%
Value ($000) $83 Shares 933,568 Est. Cost $69.67 Unrealized +24.2%
EVRG Evergy Inc 0.2%
Value ($000) $82 Shares 1,329,399 Est. Cost $54.56 Unrealized +8.4%
ETR Entergy Corporation 0.1%
Value ($000) $75 Shares 988,288 Est. Cost $69.96 Unrealized 0.0%
CNP CenterPoint Energy Inc. 0.1%
Value ($000) $70 Shares 2,206,107 Est. Cost $25.94 Unrealized +15.5%
GLDM Spdr Gold Minishares Trust 0.1%
Value ($000) $66 Shares 1,277,264 Est. Cost $17.73 Unrealized
ET Energy Transfer LP 0.1%
Value ($000) $60 Shares 3,060,340 Est. Cost $7.80 Unrealized
PGX Invesco Preferred ETF 0.1%
Value ($000) $58 Shares 4,995,724 Est. Cost $0.01 Unrealized
WTRG Essential Utilities 0.1%
Value ($000) $52 Shares 1,441,490 Est. Cost $38.81 Unrealized 0.0%
GFL Gfl Environmental Inc-Sub Vt 0.1%
Value ($000) $52 Shares 1,156,375 Est. Cost $43.48 Unrealized 0.0%
SRE Sempra Energy 0.1%
Value ($000) $50 Shares 569,862 Est. Cost $63.35 Unrealized +33.1%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $48 Shares 204,941 Est. Cost $227.33 Unrealized +9.3%
XEL Xcel Energy Inc. 0.1%
Value ($000) $46 Shares 685,700 Est. Cost $64.42 Unrealized 0.0%
CURB Curbline Properties Corp 0.1%
Value ($000) $46 Shares 1,979,794 Est. Cost $0.02 Unrealized
CPT Camden Property Trust 0.1%
Value ($000) $45 Shares 388,720 Est. Cost $133.77 Unrealized -14.5%
OGE OGE Energy Corporation 0.1%
Value ($000) $44 Shares 1,057,410 Est. Cost $41.63 Unrealized 0.0%
KNTK Kinetik Holdings Inc 0.1%
Value ($000) $43 Shares 758,449 Est. Cost $33.44 Unrealized +61.7%
TXNM TXNM Energy Inc. 0.1%
Value ($000) $32 Shares 652,276 Est. Cost $46.16 Unrealized +0.0%
MPLX MPLX LP 0.1%
Value ($000) $31 Shares 657,538 Est. Cost $24.93 Unrealized
PIMCO Dynamic Income Strategy 0.1%
Value ($000) $30 Shares 1,166,776 Est. Cost $1.53 Unrealized
PAA Plains All American Pipeline LP 0.1%
Value ($000) $27 Shares 1,561,945 Est. Cost $8.77 Unrealized
VNQ Vanguard Reit Etf 0.1%
Value ($000) $27 Shares 298,535 Est. Cost $0.69 Unrealized
OKE Oneok Inc. 0.0%
Value ($000) $26 Shares 254,173 Est. Cost $55.59 Unrealized +74.2%
ED Consolidated Edison Inc. 0.0%
Value ($000) $25 Shares 283,928 Est. Cost $83.90 Unrealized +13.0%
KMI Kinder Morgan Inc. 0.0%
Value ($000) $25 Shares 909,606 Est. Cost $19.39 Unrealized +28.3%
Adams Express Co 0.0%
Value ($000) $25 Shares 1,231,635 Est. Cost $12.74 Unrealized
Pimco Dynamic Income Fund 0.0%
Value ($000) $24 Shares 1,313,573 Est. Cost $25.19 Unrealized
Wells Fargo & Co. 7.5 0.0%
Value ($000) $20 Shares 16,849 Est. Cost $102.84 Unrealized
CTVA Corteva Inc-W/I 0.0%
Value ($000) $19 Shares 328,806 Est. Cost $46.33 Unrealized +26.1%
AGCO Agco Corp. 0.0%
Value ($000) $19 Shares 198,660 Est. Cost $99.57 Unrealized -4.2%
Pimco Dynamic Income Opport 0.0%
Value ($000) $19 Shares 1,363,662 Est. Cost $18.78 Unrealized
BG Bunge Global Sa 0.0%
Value ($000) $18 Shares 233,400 Est. Cost $89.32 Unrealized -5.4%
IAU I Shares Gold Trust 0.0%
Value ($000) $18 Shares 359,347 Est. Cost $15.95 Unrealized
XOM Exxon Mobil Corporation 0.0%
Value ($000) $17 Shares 160,874 Est. Cost $95.50 Unrealized +17.7%
COP Conocophillips 0.0%
Value ($000) $17 Shares 166,882 Est. Cost $105.06 Unrealized -2.6%
SPSB Spdr Port Shrt Trm Corp Bnd 0.0%
Value ($000) $16 Shares 532,822 Est. Cost $0.61 Unrealized
Hess Corporation 0.0%
Value ($000) $15 Shares 116,368 Est. Cost $0.14 Unrealized
Blackrock Capital Allocation 0.0%
Value ($000) $14 Shares 943,751 Est. Cost $10.40 Unrealized
CF CF Industries Holdings Inc. 0.0%
Value ($000) $14 Shares 161,825 Est. Cost $76.63 Unrealized +9.9%
Pimco Access Income Fund 0.0%
Value ($000) $14 Shares 891,818 Est. Cost $4.76 Unrealized
CVX Chevron Corporation 0.0%
Value ($000) $13 Shares 88,574 Est. Cost $140.96 Unrealized +3.2%
CEF Sprott Physical Gold And Silver Trust 0.0%
Value ($000) $12 Shares 510,497 Est. Cost $10.39 Unrealized
DKL Delek Logistics Partners Lp 0.0%
Value ($000) $12 Shares 279,335 Est. Cost $0.04 Unrealized
Guggenheim Active Allocation 0.0%
Value ($000) $12 Shares 786,149 Est. Cost $7.30 Unrealized
Blackrock Esg Capital Alloca 0.0%
Value ($000) $12 Shares 704,015 Est. Cost $6.65 Unrealized
General American Investors 0.0%
Value ($000) $11 Shares 222,069 Est. Cost $15.01 Unrealized
LXP Industrial Trust 6.5 Perp 0.0%
Value ($000) $11 Shares 231,649 Est. Cost $58.44 Unrealized
PFF iShares U.S. Preferred Stock ETF 0.0%
Value ($000) $11 Shares 337,181 Est. Cost $0.03 Unrealized
PSX Phillips 66 0.0%
Value ($000) $10 Shares 91,663 Est. Cost $126.57 Unrealized -3.6%
FCX Freeport-Mcmoran Inc. 0.0%
Value ($000) $10 Shares 260,407 Est. Cost $35.91 Unrealized +22.6%
PHYS Sprott Physical Gold Tr 0.0%
Value ($000) $10 Shares 492,155 Est. Cost $4.42 Unrealized
NPWR Net Power Inc 0.0%
Value ($000) $10 Shares 936,011 Est. Cost $10.89 Unrealized -10.1%
John Hancock Patriot Premium Dividend Fund II 0.0%
Value ($000) $10 Shares 773,593 Est. Cost $0.01 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $10 Shares 210,117 Est. Cost $34.02 Unrealized +19.6%
Paramount Group Inc 0.0%
Value ($000) $9 Shares 1,868,631 Est. Cost $0.00 Unrealized
Eaton Vance Tax-Adv Dvd. Inc. Fund 0.0%
Value ($000) $9 Shares 382,313 Est. Cost $8.76 Unrealized
Flaherty & Crumrine Dynamic 0.0%
Value ($000) $9 Shares 451,762 Est. Cost $8.07 Unrealized
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $9 Shares 1,099,690 Est. Cost $5.79 Unrealized
Prudential Gbl Shrt Dur Hi Yld 0.0%
Value ($000) $9 Shares 728,411 Est. Cost $14.85 Unrealized
Flah & Crum/Claymore Preferred S I 0.0%
Value ($000) $9 Shares 572,296 Est. Cost $6.07 Unrealized
EXE Expand Energy Corp. 0.0%
Value ($000) $8 Shares 82,800 Est. Cost $89.24 Unrealized 0.0%
PGIM Short Duration High Yield FD 0.0%
Value ($000) $8 Shares 602,173 Est. Cost $15.32 Unrealized
Nuveen Preferred Income Opportunities Fund 0.0%
Value ($000) $8 Shares 995,741 Est. Cost $5.83 Unrealized
VALE Vale S.A. ADR 0.0%
Value ($000) $8 Shares 861,083 Est. Cost $4.71 Unrealized
First Trust Intermediate Duration Pref & Inc Fund 0.0%
Value ($000) $8 Shares 417,019 Est. Cost $19.44 Unrealized
NEM Newmont Mining Corporation 0.0%
Value ($000) $7 Shares 200,416 Est. Cost $40.88 Unrealized +9.2%
Gabelli Dividend & Income Trust 0.0%
Value ($000) $7 Shares 299,833 Est. Cost $18.15 Unrealized
Eaton Vance T/A Global Dividend Income 0.0%
Value ($000) $7 Shares 394,120 Est. Cost $13.15 Unrealized
CCJ Cameco Corp 0.0%
Value ($000) $7 Shares 137,098 Est. Cost $38.31 Unrealized +41.8%
EPD Enterprise Products Partners 0.0%
Value ($000) $7 Shares 220,494 Est. Cost $17.24 Unrealized
Rlj Lodging Trust 7.8 Perp Sr:A Cvt 0.0%
Value ($000) $7 Shares 274,424 Est. Cost $28.35 Unrealized
Allspring Income Opportunities Fund 0.0%
Value ($000) $7 Shares 968,389 Est. Cost $8.21 Unrealized
Nuveen Floating Rate Income 0.0%
Value ($000) $6 Shares 711,052 Est. Cost $6.09 Unrealized
TECK Teck Resources Ltd-Cls B 0.0%
Value ($000) $6 Shares 155,183 Est. Cost $40.84 Unrealized +14.4%
NUE Nucor Corporation 0.0%
Value ($000) $6 Shares 52,627 Est. Cost $145.59 Unrealized -3.2%
Kimco Realty Corp 7.250 Conv/Perp Sr:N 0.0%
Value ($000) $6 Shares 100,255 Est. Cost $0.06 Unrealized
PIMCO Income Strategy Fund II 0.0%
Value ($000) $6 Shares 806,234 Est. Cost $8.35 Unrealized
MOS The Mosaic Company 0.0%
Value ($000) $6 Shares 242,432 Est. Cost $30.84 Unrealized -18.3%
Guggenheim Strategic Opp Fund 0.0%
Value ($000) $6 Shares 386,789 Est. Cost $9.99 Unrealized
Nuveen Global High Income 0.0%
Value ($000) $6 Shares 459,239 Est. Cost $16.03 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $6 Shares 131,415 Est. Cost $54.02 Unrealized -14.9%
MTZ Mastec Inc 0.0%
Value ($000) $6 Shares 42,992 Est. Cost $134.07 Unrealized 0.0%
GLD Spdr Gold Trust 0.0%
Value ($000) $6 Shares 23,675 Est. Cost $53.72 Unrealized
Babson Cap Global 0.0%
Value ($000) $6 Shares 359,171 Est. Cost $11.91 Unrealized
WPM Wheaton Precious Metals 0.0%
Value ($000) $6 Shares 98,372 Est. Cost $61.60 Unrealized 0.0%
Eaton Vance Enh Eqt Inc Ii 0.0%
Value ($000) $5 Shares 226,914 Est. Cost $0.02 Unrealized
Entertainment Property 5.75 CV (EPR C) 0.0%
Value ($000) $5 Shares 256,355 Est. Cost $0.02 Unrealized
Blackrock Limited Duration Income Trust 0.0%
Value ($000) $5 Shares 371,801 Est. Cost $15.19 Unrealized
Cornerstone Strategic Value Fund Inc 0.0%
Value ($000) $5 Shares 607,198 Est. Cost $0.01 Unrealized
Eaton Vance Sr Fltg Rate Trust 0.0%
Value ($000) $5 Shares 404,258 Est. Cost $4.03 Unrealized
PIMCO High Income Fund 0.0%
Value ($000) $5 Shares 1,063,601 Est. Cost $1.79 Unrealized
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $5 Shares 65,292 Est. Cost $81.14 Unrealized 0.0%
Ares Dynamic Credit Allocation 0.0%
Value ($000) $5 Shares 336,693 Est. Cost $15.14 Unrealized
BKV Bkv Corporation 0.0%
Value ($000) $5 Shares 207,423 Est. Cost $18.11 Unrealized +11.8%
Eaton Vance Tax-Managed Dividend 0.0%
Value ($000) $5 Shares 315,617 Est. Cost $3.97 Unrealized
ES Eversource Energy 0.0%
Value ($000) $5 Shares 82,115 Est. Cost $53.34 Unrealized +10.3%
SPY SPDR Trust Series 1 0.0%
Value ($000) $5 Shares 8,047 Est. Cost $156.53 Unrealized
Pgim Shrt Durat Hi Yld 0.0%
Value ($000) $5 Shares 292,450 Est. Cost $6.65 Unrealized
Nuveen Ins T/F Adv Municipal 0.0%
Value ($000) $5 Shares 416,711 Est. Cost $6.52 Unrealized
Blackrock Enh Cap And Inc 0.0%
Value ($000) $5 Shares 232,442 Est. Cost $7.01 Unrealized
Nuveen Dividend Advantage Muni Fd 0.0%
Value ($000) $5 Shares 398,123 Est. Cost $6.39 Unrealized
LW Lamb Weston Holdings, Inc. 0.0%
Value ($000) $5 Shares 68,864 Est. Cost $77.42 Unrealized -6.2%
Nuveen Dividend Advan Muni Inc 0.0%
Value ($000) $5 Shares 371,066 Est. Cost $6.11 Unrealized
Nuveen Dividend Adv Muni Fd 3 0.0%
Value ($000) $5 Shares 372,795 Est. Cost $6.82 Unrealized
BRK/B Berkshire Hathaway Inc. 0.0%
Value ($000) $5 Shares 10,007 Est. Cost $265.07 Unrealized +74.2%
Doubleline Income Solutions 0.0%
Value ($000) $4 Shares 348,993 Est. Cost $18.17 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $4 Shares 8,132 Est. Cost $121.53 Unrealized
FTI Technipfmc Plc 0.0%
Value ($000) $4 Shares 148,866 Est. Cost $26.26 Unrealized +7.6%
FSLR First Solar Inc. 0.0%
Value ($000) $4 Shares 24,302 Est. Cost $166.65 Unrealized +19.4%
Avenue Income Credit Strategy 0.0%
Value ($000) $4 Shares 705,500 Est. Cost $0.01 Unrealized
Nuveen Multi-Strategy Income & Growth 2 0.0%
Value ($000) $4 Shares 734,738 Est. Cost $5.43 Unrealized
XXHYBXX New America High Income Fund 0.0%
Value ($000) $4 Shares 511,415 Est. Cost $7.35 Unrealized
Eaton Vance Risk-Managed Diversified Equity Income 0.0%
Value ($000) $4 Shares 442,446 Est. Cost $0.01 Unrealized
Blackrock Corporate High Yield Fund 6 0.0%
Value ($000) $4 Shares 405,607 Est. Cost $11.03 Unrealized
VTR Ventas Inc. 0.0%
Value ($000) $4 Shares 66,584 Est. Cost $53.08 Unrealized +14.3%
Western Asset Divers Inc 0.0%
Value ($000) $4 Shares 272,993 Est. Cost $10.70 Unrealized
Nuveen Var Rt Pref & Inc 0.0%
Value ($000) $4 Shares 205,000 Est. Cost $0.02 Unrealized
Adams Natural Resources Fund 0.0%
Value ($000) $4 Shares 170,985 Est. Cost $8.55 Unrealized
Eaton Vance Limited Duration Fund 0.0%
Value ($000) $4 Shares 375,463 Est. Cost $12.95 Unrealized
XLY Consumer Discretionary Selt 0.0%
Value ($000) $4 Shares 16,000 Est. Cost $0.22 Unrealized
PBR Petroleo Brasileiro S.A. - ADR 0.0%
Value ($000) $4 Shares 278,369 Est. Cost $0.01 Unrealized
AGIC Convertible & Income FD II 0.0%
Value ($000) $4 Shares 1,140,169 Est. Cost $3.81 Unrealized
RSP Invesco S&P 500 Equal Weight 0.0%
Value ($000) $4 Shares 20,223 Est. Cost $70.40 Unrealized
CENX Century Alum Co 0.0%
Value ($000) $3 Shares 191,276 Est. Cost $19.65 Unrealized 0.0%
CEG Constellation Energy Corp 0.0%
Value ($000) $3 Shares 15,492 Est. Cost $200.31 Unrealized +23.7%
BlackRock Credit Allocation Income Trust 0.0%
Value ($000) $3 Shares 331,022 Est. Cost $14.07 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $3 Shares 80,338 Est. Cost $29.72 Unrealized +31.9%
REXR Rexford Industrial Realty Inc 0.0%
Value ($000) $3 Shares 84,605 Est. Cost $0.05 Unrealized
EIPI Ft Energy Income Etf 0.0%
Value ($000) $3 Shares 166,937 Est. Cost $0.02 Unrealized
Boulder Growth & Income Fund Inc. 0.0%
Value ($000) $3 Shares 202,158 Est. Cost $12.28 Unrealized
COWZ Pacer Us Cash Cows 100 Etf 0.0%
Value ($000) $3 Shares 56,609 Est. Cost $0.05 Unrealized
DNP Select Income Fund 0.0%
Value ($000) $3 Shares 360,387 Est. Cost $1.08 Unrealized
CLF Cliffs Natural Resou 0.0%
Value ($000) $3 Shares 332,182 Est. Cost $16.53 Unrealized -27.1%
Invesco Van Kampen Senior Income Trust 0.0%
Value ($000) $3 Shares 771,433 Est. Cost $3.83 Unrealized
Eaton Vance T/M Buy-Write Opportunity 0.0%
Value ($000) $3 Shares 209,931 Est. Cost $0.01 Unrealized
PSLV Sprott Physical Silver Trust 0.0%
Value ($000) $3 Shares 308,145 Est. Cost $6.41 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $3 Shares 70,548 Est. Cost $30.92 Unrealized +27.5%
AAPL Apple Inc. 0.0%
Value ($000) $3 Shares 11,111 Est. Cost $122.51 Unrealized +91.4%
Doubleline Yield Opport 0.0%
Value ($000) $3 Shares 175,007 Est. Cost $18.66 Unrealized
Western Asset Global High In 0.0%
Value ($000) $3 Shares 412,919 Est. Cost $10.31 Unrealized
PPTA Perpetua Resources Corp 0.0%
Value ($000) $3 Shares 255,768 Est. Cost $10.26 Unrealized 0.0%
Western Asset Emerging Marke 0.0%
Value ($000) $3 Shares 270,000 Est. Cost $12.64 Unrealized
Duff & Phelps Global Utility 0.0%
Value ($000) $3 Shares 216,271 Est. Cost $0.01 Unrealized
MSFT Microsoft Corporation 0.0%
Value ($000) $2 Shares 5,872 Est. Cost $154.38 Unrealized +173.6%
Eaton Vance Insured Muni Bnd 0.0%
Value ($000) $2 Shares 235,744 Est. Cost $0.58 Unrealized
NVDA NVIDIA Corporation 0.0%
Value ($000) $2 Shares 17,930 Est. Cost $96.15 Unrealized +43.3%
Calamos Lng/Shrt Eq & Dyn 0.0%
Value ($000) $2 Shares 160,854 Est. Cost $0.01 Unrealized
REG Regency Centers Corporation 0.0%
Value ($000) $2 Shares 31,597 Est. Cost $56.55 Unrealized +23.3%
Eaton Vance T/M Buy-Wr In 0.0%
Value ($000) $2 Shares 154,963 Est. Cost $0.01 Unrealized
Neuberger Berman MLP Income 0.0%
Value ($000) $2 Shares 262,000 Est. Cost $0.01 Unrealized
STKL Sunopta Inc 0.0%
Value ($000) $2 Shares 300,170 Est. Cost $5.92 Unrealized +19.6%
ULS Ul Solutions Inc - Class A 0.0%
Value ($000) $2 Shares 45,000 Est. Cost $37.86 Unrealized +37.0%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $2 Shares 109,384 Est. Cost $16.83 Unrealized +19.8%
Royce Value Trust 0.0%
Value ($000) $2 Shares 138,821 Est. Cost $14.12 Unrealized
CON Concentra Group Holdings Par 0.0%
Value ($000) $2 Shares 110,000 Est. Cost $22.75 Unrealized -10.3%
Gabelli Equity Trust 0.0%
Value ($000) $2 Shares 400,000 Est. Cost $2.22 Unrealized
United States Stl Co 0.0%
Value ($000) $2 Shares 63,185 Est. Cost $0.04 Unrealized
Mainstay Cbre Glbl Infr Mega 0.0%
Value ($000) $2 Shares 169,391 Est. Cost $13.22 Unrealized
Blackstone/GSO Long-Short CR 0.0%
Value ($000) $2 Shares 164,996 Est. Cost $14.28 Unrealized
CSTM Constellium Se 0.0%
Value ($000) $2 Shares 195,867 Est. Cost $12.30 Unrealized 0.0%
ENPH Enphase Energy Inc 0.0%
Value ($000) $2 Shares 29,246 Est. Cost $112.12 Unrealized -29.2%
ETN Eaton Corporation plc 0.0%
Value ($000) $2 Shares 5,688 Est. Cost $213.62 Unrealized +62.5%
Neuberger Berman Intmd Muni 0.0%
Value ($000) $2 Shares 181,982 Est. Cost $2.00 Unrealized
Liberty All-Star Equity Fund 0.0%
Value ($000) $2 Shares 270,000 Est. Cost $7.38 Unrealized
DTM Dt Midstream Inc 0.0%
Value ($000) $2 Shares 18,636 Est. Cost $37.82 Unrealized +142.7%
Blackrock Muniyield Insured 0.0%
Value ($000) $2 Shares 166,757 Est. Cost $9.00 Unrealized
AMZN Amazon.com Inc. 0.0%
Value ($000) $2 Shares 8,190 Est. Cost $132.19 Unrealized +54.8%
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $2 Shares 248,091 Est. Cost $3.85 Unrealized
Enlink Midstream LLC 0.0%
Value ($000) $2 Shares 122,289 Est. Cost $0.01 Unrealized
Tekla Healthcare Investors 0.0%
Value ($000) $2 Shares 107,573 Est. Cost $12.06 Unrealized
Nuveen Real Asset Inc and Grow 0.0%
Value ($000) $2 Shares 137,846 Est. Cost $15.38 Unrealized
WAY Waystar Holding Corp 0.0%
Value ($000) $2 Shares 45,000 Est. Cost $21.67 Unrealized +41.9%
Western Asset High Yield Defined Opportunity Fd. 0.0%
Value ($000) $2 Shares 138,478 Est. Cost $15.90 Unrealized
Calamos Convertible & High Income Fund 0.0%
Value ($000) $2 Shares 134,884 Est. Cost $11.68 Unrealized
MFS Multimarket Income Trust 0.0%
Value ($000) $2 Shares 344,812 Est. Cost $3.12 Unrealized
DWS Municipal Income Trust 0.0%
Value ($000) $2 Shares 170,000 Est. Cost $0.01 Unrealized
John Hancock T/A Dividend Income Fund 0.0%
Value ($000) $2 Shares 72,835 Est. Cost $13.71 Unrealized
Dreyfus Strategic Municipals 0.0%
Value ($000) $2 Shares 263,400 Est. Cost $0.01 Unrealized
Entertainment Properties Trust Pfd. E 0.0%
Value ($000) $2 Shares 57,085 Est. Cost $35.75 Unrealized
NFG National Fuel Gas Co 0.0%
Value ($000) $2 Shares 25,548 Est. Cost $61.28 Unrealized 0.0%
AllianceBernstein Global High Income Fund 0.0%
Value ($000) $2 Shares 141,297 Est. Cost $13.27 Unrealized
TRP TC Energy Corp 0.0%
Value ($000) $1 Shares 31,883 Est. Cost $36.30 Unrealized +25.5%
IWD iShares Russell 1000 Value 0.0%
Value ($000) $1 Shares 7,719 Est. Cost $96.48 Unrealized
VST Vistra Energy Corp 0.0%
Value ($000) $1 Shares 10,304 Est. Cost $85.14 Unrealized +61.9%
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $1 Shares 7,509 Est. Cost $102.89 Unrealized +69.3%
ICF iShares Cohen & Steers Rlty 0.0%
Value ($000) $1 Shares 23,230 Est. Cost $0.06 Unrealized
Thornburg Income Builder Opp 0.0%
Value ($000) $1 Shares 85,701 Est. Cost $10.47 Unrealized
GEV Ge Vernova Llc 0.0%
Value ($000) $1 Shares 4,210 Est. Cost $311.89 Unrealized 0.0%
Tekla Healthcare Opportunities Fund 0.0%
Value ($000) $1 Shares 71,845 Est. Cost $5.69 Unrealized
Western Asset High Income Fund II 0.0%
Value ($000) $1 Shares 315,000 Est. Cost $0.00 Unrealized
Nuveen Municipal Credit Opp 0.0%
Value ($000) $1 Shares 125,000 Est. Cost $0.01 Unrealized
Wells Fargo Multi-Sector Income Fund 0.0%
Value ($000) $1 Shares 143,767 Est. Cost $13.01 Unrealized
Nuveen Municipal Value Fund 0.0%
Value ($000) $1 Shares 150,880 Est. Cost $5.26 Unrealized
META Facebook Inc. 0.0%
Value ($000) $1 Shares 2,181 Est. Cost $295.39 Unrealized +98.0%
BCI Abrdn Bloomberg All Commodit 0.0%
Value ($000) $1 Shares 61,743 Est. Cost $0.02 Unrealized
BlackRock MuniHoldings Fd Inc 0.0%
Value ($000) $1 Shares 100,447 Est. Cost $5.46 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $1 Shares 4,996 Est. Cost $139.94 Unrealized +30.7%
Eaton Vance Floating Rate Income Trust 0.0%
Value ($000) $1 Shares 87,240 Est. Cost $5.26 Unrealized
Tortoise Energy Infrastructu 0.0%
Value ($000) $1 Shares 26,164 Est. Cost $0.04 Unrealized
PIMCO Global Stocksplus & In 0.0%
Value ($000) $1 Shares 138,801 Est. Cost $10.61 Unrealized
Putnam Muni Opportunities Tst 0.0%
Value ($000) $1 Shares 104,200 Est. Cost $0.01 Unrealized
NEXT Nextdecade Corp 0.0%
Value ($000) $1 Shares 133,900 Est. Cost $5.28 Unrealized +21.2%
Blackrock Glbl Flt Rt Inc Tr 0.0%
Value ($000) $1 Shares 79,865 Est. Cost $9.20 Unrealized
Nbrgr Brmn Nex Gen Connect 0.0%
Value ($000) $1 Shares 80,000 Est. Cost $0.01 Unrealized
RUN Sunrun Inc 0.0%
Value ($000) $1 Shares 108,679 Est. Cost $12.31 Unrealized +0.9%
SDRL Seadrill Limited 0.0%
Value ($000) $1 Shares 24,828 Est. Cost $46.61 Unrealized -16.8%
ARRY Array Technologies Inc 0.0%
Value ($000) $1 Shares 159,008 Est. Cost $6.37 Unrealized 0.0%
XMYDX Blackrock Muniyield Fund 0.0%
Value ($000) $1 Shares 83,315 Est. Cost $2.85 Unrealized
Alliance National Muni Inc. 0.0%
Value ($000) $1 Shares 73,000 Est. Cost $0.01 Unrealized
JPM JPMorgan Chase & Co. 0.0%
Value ($000) $1 Shares 3,115 Est. Cost $75.13 Unrealized +203.5%
XBNYX BlackRock NY Muni Income Trust 0.0%
Value ($000) $1 Shares 70,000 Est. Cost $0.01 Unrealized
NPWR/WS Net Power Inc warrant 0.0%
Value ($000) $1 Shares 193,606 Est. Cost $0.00 Unrealized
FLNC Fluence Energy Inc 0.0%
Value ($000) $1 Shares 43,146 Est. Cost $19.57 Unrealized 0.0%
TSLA Tesla Motors Inc. 0.0%
Value ($000) $1 Shares 1,693 Est. Cost $274.50 Unrealized +17.2%
ARLP Alliance Resource Partners LP 0.0%
Value ($000) $1 Shares 23,836 Est. Cost $8.53 Unrealized
RWR Spdr Dow Jones Reit Etf 0.0%
Value ($000) $1 Shares 6,334 Est. Cost $0.10 Unrealized
Western Asset Managed Munici 0.0%
Value ($000) $1 Shares 61,000 Est. Cost $0.01 Unrealized
Gabelli Global Multimedia Trust Inc. 0.0%
Value ($000) $1 Shares 137,549 Est. Cost $0.01 Unrealized
XMVTX Blackrock Munivest Fund Ii 0.0%
Value ($000) $1 Shares 58,000 Est. Cost $0.01 Unrealized
Blackrock Muniholdings In Ii 0.0%
Value ($000) $1 Shares 60,000 Est. Cost $0.01 Unrealized
Invesco Value Municipal Income Trust 0.0%
Value ($000) $1 Shares 50,000 Est. Cost $0.01 Unrealized
John Hancock Preferred Income II 0.0%
Value ($000) $1 Shares 34,717 Est. Cost $0.02 Unrealized
John Hancock Preferred Income Fund 0.0%
Value ($000) $1 Shares 34,397 Est. Cost $0.02 Unrealized
MCD McDonald's Corporation 0.0%
Value ($000) $1 Shares 1,972 Est. Cost $199.45 Unrealized +45.5%
OS Onestream Inc 0.0%
Value ($000) $1 Shares 20,000 Est. Cost $30.68 Unrealized 0.0%
XMQTX Blackrock Muniyield Qual Ii 0.0%
Value ($000) $1 Shares 55,000 Est. Cost $0.01 Unrealized
TEM Tempus Ai Inc 0.0%
Value ($000) $1 Shares 16,000 Est. Cost $34.18 Unrealized +44.6%
NOW ServiceNow Inc. 0.0%
Value ($000) $1 Shares 507 Est. Cost $93.55 Unrealized +116.5%
LLY Eli Lilly and Company 0.0%
Value ($000) $1 Shares 696 Est. Cost $610.20 Unrealized +34.6%
Nuveen NY AMT-Free Muni Inc 0.0%
Value ($000) $1 Shares 50,000 Est. Cost $3.03 Unrealized
V Visa Inc. 0.0%
Value ($000) $1 Shares 1,635 Est. Cost $163.97 Unrealized +81.9%
GS The Goldman Sachs Group Inc. 0.0%
Value ($000) $1 Shares 893 Est. Cost $214.73 Unrealized +153.7%
COPX Global X Copper Miners Etf 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $0.04 Unrealized
SARO Standardaero Inc 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $28.95 Unrealized 0.0%
BAC Bank of America Corporation 0.0%
Value ($000) $0 Shares 11,190 Est. Cost $25.17 Unrealized +70.1%
T AT&T Inc. 0.0%
Value ($000) $0 Shares 21,537 Est. Cost $18.78 Unrealized +14.5%
Pimco Municipal Income Fund II 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $0.01 Unrealized
IBM International Business Machines Corporation 0.0%
Value ($000) $0 Shares 2,207 Est. Cost $121.75 Unrealized +77.7%
COST Costco Wholesale Corporation 0.0%
Value ($000) $0 Shares 518 Est. Cost $492.54 Unrealized +87.3%
MSI Motorola Solutions Inc. 0.0%
Value ($000) $0 Shares 993 Est. Cost $210.72 Unrealized +122.3%
RBRK Rubrik Inc-A 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $39.96 Unrealized +23.6%
Nuveen Dynamic Muni Opport 0.0%
Value ($000) $0 Shares 45,000 Est. Cost $0.01 Unrealized
HD The Home Depot Inc. 0.0%
Value ($000) $0 Shares 1,148 Est. Cost $231.09 Unrealized +71.9%
Blackrock Muniholdings Ny In 0.0%
Value ($000) $0 Shares 43,000 Est. Cost $0.01 Unrealized
MA MasterCard Incorporated 0.0%
Value ($000) $0 Shares 825 Est. Cost $293.96 Unrealized +75.1%
BK The Bank of New York Mellon Corporation 0.0%
Value ($000) $0 Shares 5,605 Est. Cost $43.36 Unrealized +74.2%
CB Chubb Ltd 0.0%
Value ($000) $0 Shares 1,553 Est. Cost $217.73 Unrealized +29.2%
BOW Bowhead Specialty Holdings I 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $27.01 Unrealized +21.4%
ICE Intercontinental Exchange Inc. 0.0%
Value ($000) $0 Shares 2,787 Est. Cost $69.18 Unrealized +125.8%
WM Waste Management Inc. 0.0%
Value ($000) $0 Shares 2,047 Est. Cost $151.75 Unrealized +39.1%
Kayne Anderson MLP Investment 0.0%
Value ($000) $0 Shares 32,000 Est. Cost $0.01 Unrealized
BCD Abrdn Bloomberg All Commodit 0.0%
Value ($000) $0 Shares 12,774 Est. Cost $0.03 Unrealized
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $0 Shares 24,453 Est. Cost $13.52 Unrealized +16.2%
ALAB Astera Labs Inc 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $74.92 Unrealized +25.3%
CMI Cummins Inc. 0.0%
Value ($000) $0 Shares 1,117 Est. Cost $221.12 Unrealized +55.3%
Stem, Inc. 0.0%
Value ($000) $0 Shares 637,750 Est. Cost $0.01 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $0 Shares 3,005 Est. Cost $41.54 Unrealized +187.7%
WMT Wal-Mart Stores Inc. 0.0%
Value ($000) $0 Shares 4,161 Est. Cost $50.71 Unrealized +69.2%
GM General Motors Company 0.0%
Value ($000) $0 Shares 6,837 Est. Cost $34.76 Unrealized +48.9%
JNJ Johnson & Johnson 0.0%
Value ($000) $0 Shares 2,472 Est. Cost $112.40 Unrealized +33.1%
PM Philip Morris International Inc. 0.0%
Value ($000) $0 Shares 2,892 Est. Cost $76.61 Unrealized +57.4%
GILD Gilead Sciences Inc. 0.0%
Value ($000) $0 Shares 3,704 Est. Cost $71.97 Unrealized +20.9%
ADBE Adobe Systems Incorporated 0.0%
Value ($000) $0 Shares 760 Est. Cost $511.39 Unrealized -3.2%
ROK Rockwell Automation Inc. 0.0%
Value ($000) $0 Shares 1,174 Est. Cost $271.64 Unrealized +1.6%
Morgan Stanley China A Share 0.0%
Value ($000) $0 Shares 27,000 Est. Cost $0.01 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $0 Shares 921 Est. Cost $346.45 Unrealized +10.2%
UNH UnitedHealth Group Incorporated 0.0%
Value ($000) $0 Shares 656 Est. Cost $493.02 Unrealized +12.1%
John Hancock Investors Trust 0.0%
Value ($000) $0 Shares 23,927 Est. Cost $15.39 Unrealized
ADI Analog Devices Inc. 0.0%
Value ($000) $0 Shares 1,511 Est. Cost $204.14 Unrealized +6.2%
WTW Willis Group Holdings plc 0.0%
Value ($000) $0 Shares 1,022 Est. Cost $156.83 Unrealized +92.9%
FAST Fastenal Company 0.0%
Value ($000) $0 Shares 4,366 Est. Cost $34.49 Unrealized +10.6%
MRK Merck & Co. Inc. 0.0%
Value ($000) $0 Shares 3,109 Est. Cost $80.67 Unrealized +22.4%
TMO Thermo Fisher Scientific Inc. 0.0%
Value ($000) $0 Shares 592 Est. Cost $394.78 Unrealized +38.7%
MDT Medtronic plc 0.0%
Value ($000) $0 Shares 3,856 Est. Cost $75.61 Unrealized +10.9%
XXCHNXX China Fund Inc 0.0%
Value ($000) $0 Shares 25,624 Est. Cost $0.01 Unrealized
Invesco Van Kampen Tr for Invt Grade 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized
Blackrock Muniyield Quality 0.0%
Value ($000) $0 Shares 25,385 Est. Cost $8.87 Unrealized
MMM 3M Company 0.0%
Value ($000) $0 Shares 2,229 Est. Cost $121.36 Unrealized +5.8%
XENWX Eaton Vance New York Municipal Bond Fund 0.0%
Value ($000) $0 Shares 30,100 Est. Cost $0.01 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $0 Shares 1,733 Est. Cost $147.96 Unrealized +21.1%
AMD Advanced Micro Devic 0.0%
Value ($000) $0 Shares 2,256 Est. Cost $85.68 Unrealized +67.9%
DHR Danaher Corporation 0.0%
Value ($000) $0 Shares 1,177 Est. Cost $132.32 Unrealized +84.4%
CAH Cardinal Health Inc. 0.0%
Value ($000) $0 Shares 2,281 Est. Cost $56.72 Unrealized +102.4%
LH Labcorp Holdings Inc 0.0%
Value ($000) $0 Shares 1,177 Est. Cost $201.19 Unrealized +12.6%
BlackRock Enhanced Dividend 0.0%
Value ($000) $0 Shares 32,319 Est. Cost $0.01 Unrealized
CMCSA Comcast Corporation 0.0%
Value ($000) $0 Shares 7,051 Est. Cost $37.14 Unrealized +7.7%
BDX Becton Dickinson & Company 0.0%
Value ($000) $0 Shares 1,142 Est. Cost $240.86 Unrealized -6.5%
UPS United Parcel Service Inc. 0.0%
Value ($000) $0 Shares 2,054 Est. Cost $100.67 Unrealized +21.5%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $0 Shares 3,016 Est. Cost $60.65 Unrealized +38.3%
Templeton Dragon Fund Inc 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized
DIS The Walt Disney Company 0.0%
Value ($000) $0 Shares 2,254 Est. Cost $109.93 Unrealized -5.8%
Invesco Van Kampen Muni Trust 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.01 Unrealized
Bank of America 7.25 CV Pfd. L 0.0%
Value ($000) $0 Shares 200 Est. Cost $1445.00 Unrealized
PEP Pepsico Inc. 0.0%
Value ($000) $0 Shares 1,589 Est. Cost $151.21 Unrealized +3.5%
NKE NIKE Inc. 0.0%
Value ($000) $0 Shares 3,171 Est. Cost $101.16 Unrealized -24.4%
CDNS Cadence Design Systems Inc. 0.0%
Value ($000) $0 Shares 774 Est. Cost $286.95 Unrealized +1.3%
ROP Roper Industries Inc. 0.0%
Value ($000) $0 Shares 423 Est. Cost $544.47 Unrealized -0.0%
PG The Procter & Gamble Company 0.0%
Value ($000) $0 Shares 1,152 Est. Cost $132.48 Unrealized +25.1%
ABT Abbott Laboratories 0.0%
Value ($000) $0 Shares 1,595 Est. Cost $69.40 Unrealized +63.3%
MKC McCormick & Company Incorporated 0.0%
Value ($000) $0 Shares 2,282 Est. Cost $75.10 Unrealized +1.3%
RDDT Reddit Inc-Cl A 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $54.74 Unrealized +125.5%
Guggenheim Build America 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.02 Unrealized
SOBO South Bow Corp 0.0%
Value ($000) $0 Shares 6,378 Est. Cost $22.97 Unrealized 0.0%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $0 Shares 7,045 Est. Cost $15.88 Unrealized +28.7%
DOW Dow Inc 0.0%
Value ($000) $0 Shares 3,477 Est. Cost $44.89 Unrealized -4.3%
BALL Ball Corporation 0.0%
Value ($000) $0 Shares 2,472 Est. Cost $62.08 Unrealized -3.0%
CMDY Ishares Bloomberg Roll Selec 0.0%
Value ($000) $0 Shares 2,410 Est. Cost $20.67 Unrealized
F Ford Motor Company 0.0%
Value ($000) $0 Shares 10,829 Est. Cost $10.31 Unrealized -4.2%
WRD Weride Inc-Adr 0.0%
Value ($000) $0 Shares 5,160 Est. Cost $0.01 Unrealized
ATO Atmos Energy Corp. 0.0%
Value ($000) $0 Shares 410 Est. Cost $112.33 Unrealized +23.4%
BHILQ Benson Hill Inc 0.0%
Value ($000) $0 Shares 27,500 Est. Cost $6.46 Unrealized -21.7%
INGM Ingram Micro Holding Corp 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $22.45 Unrealized 0.0%
CWEN Clearwater Energy Inc. Class C 0.0%
Value ($000) $0 Shares 1,572 Est. Cost $22.25 Unrealized +16.2%
CLH Clean Harbors Inc 0.0%
Value ($000) $0 Shares 175 Est. Cost $168.59 Unrealized +47.3%
LQD iShares Iboxx Inv Gr Corp. Bd 0.0%
Value ($000) $0 Shares 326 Est. Cost $0.11 Unrealized
HESM Hess Midstream Lp - Class A 0.0%
Value ($000) $0 Shares 801 Est. Cost $23.11 Unrealized +40.1%
AD United States Cellul 0.0%
Value ($000) $0 Shares 441 Est. Cost $27.79 Unrealized +27.3%
CPK Chesapeake Utils Cor 0.0%
Value ($000) $0 Shares 215 Est. Cost $90.84 Unrealized +32.9%
IDA IdaCorp. Inc. 0.0%
Value ($000) $0 Shares 219 Est. Cost $109.91 Unrealized 0.0%
BXP BXP, Inc. 0.0%
Value ($000) $0 Shares 318 Est. Cost $55.86 Unrealized +36.5%
MAA Mid-America Apartment Communities 0.0%
Value ($000) $0 Shares 152 Est. Cost $150.14 Unrealized -0.3%
EQR Equity Residential 0.0%
Value ($000) $0 Shares 308 Est. Cost $53.64 Unrealized +30.1%
ORCL Oracle Corporation 0.0%
Value ($000) $0 Shares 131 Est. Cost $75.85 Unrealized +131.8%
FRT Federal Realty Investment Trust 0.0%
Value ($000) $0 Shares 191 Est. Cost $93.65 Unrealized +14.2%
TSM Taiwan Semiconductors ADR 0.0%
Value ($000) $0 Shares 102 Est. Cost $57.54 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $0 Shares 102 Est. Cost $135.73 Unrealized +39.2%
CRWD Crowdstrike Holdings Inc - A 0.0%
Value ($000) $0 Shares 49 Est. Cost $220.44 Unrealized +50.8%
NET Cloudflare Inc - Class A 0.0%
Value ($000) $0 Shares 149 Est. Cost $72.48 Unrealized +34.8%
ARE Alexandria Real Estate Equities 0.0%
Value ($000) $0 Shares 169 Est. Cost $108.07 Unrealized -6.0%
ANET Artista Networks Inc 0.0%
Value ($000) $0 Shares 136 Est. Cost $102.84 Unrealized 0.0%
WDAY Workday Inc. 0.0%
Value ($000) $0 Shares 59 Est. Cost $251.85 Unrealized +1.4%
CRM salesforce.com inc. 0.0%
Value ($000) $0 Shares 44 Est. Cost $203.27 Unrealized +55.8%
TMUS T-Mobile US Inc. 0.0%
Value ($000) $0 Shares 57 Est. Cost $135.90 Unrealized +64.4%
DDOG Datadog Inc - Class A 0.0%
Value ($000) $0 Shares 74 Est. Cost $137.35 Unrealized 0.0%
DELL Dell Technologies -C 0.0%
Value ($000) $0 Shares 69 Est. Cost $123.15 Unrealized 0.0%
QCOM Qualcomm Incorporated 0.0%
Value ($000) $0 Shares 52 Est. Cost $182.37 Unrealized -12.5%
USB U.S. Bancorp 0.0%
Value ($000) $0 Shares 162 Est. Cost $37.76 Unrealized +23.5%
WPC W.P. Carey & Co. LLC 0.0%
Value ($000) $0 Shares 113 Est. Cost $0.06 Unrealized
Pinnacle Finl Partne 0.0%
Value ($000) $0 Shares 41 Est. Cost $0.07 Unrealized
PIPR Piper Jaffray Cos 0.0%
Value ($000) $0 Shares 17 Est. Cost $204.96 Unrealized +51.9%
MANH Manhattan Assocs Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $226.75 Unrealized +25.6%
FSS Federal Signal Corp 0.0%
Value ($000) $0 Shares 39 Est. Cost $84.22 Unrealized +8.4%
KNSL Kinsale Capital Group Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $404.98 Unrealized +16.8%
MTSI Ma Com Technology Sol 0.0%
Value ($000) $0 Shares 24 Est. Cost $101.96 Unrealized +23.4%
RBC Rbc Bearings Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $268.62 Unrealized +14.6%
NBIX Neurocrine Bioscienc 0.0%
Value ($000) $0 Shares 24 Est. Cost $137.14 Unrealized -9.8%
TNDM Tandem Diabetes Care Inc 0.0%
Value ($000) $0 Shares 67 Est. Cost $41.72 Unrealized -18.9%
VCEL Vericel Corp 0.0%
Value ($000) $0 Shares 38 Est. Cost $47.16 Unrealized +7.3%
GLOB Globant SA 0.0%
Value ($000) $0 Shares 8 Est. Cost $176.27 Unrealized +23.8%
HALO Halozyme Therapeutic 0.0%
Value ($000) $0 Shares 37 Est. Cost $43.86 Unrealized +16.9%
Unilever Plc-Sponsored Adr 0.0%
Value ($000) $0 Shares 27 Est. Cost $0.04 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $0 Shares 7 Est. Cost $116.34 Unrealized +18.0%
FIX Comfort Sys Usa Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $316.07 Unrealized +38.4%