DUMONT & BLAKE INVESTMENT ADVISORS LLC Diversified Active

CIK: 0001287618 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 22, 2021

Total Value ($000): $351,653 (100.0% shares, 0.0% debt)

Holdings (208)

SPY SPDR S&P 500 ETF Trust 7.6%
Value ($000) $26,844 Shares 62,710 Est. Cost $181.56 Unrealized
QQQ Invesco QQQ Trust Series 1 4.1%
Value ($000) $14,387 Shares 40,592 Est. Cost $177.53 Unrealized
Invesco S&P 500 Equal Weight E 3.9%
Value ($000) $13,661 Shares 90,634 Est. Cost $102.02 Unrealized
AAPL Apple Inc 3.3%
Value ($000) $11,600 Shares 84,696 Est. Cost $85.40 Unrealized +48.1%
MSFT Microsoft Corp 2.9%
Value ($000) $10,368 Shares 38,274 Est. Cost $33.55 Unrealized +629.5%
SPDR S&P MidCap 400 ETF Trust 2.9%
Value ($000) $10,033 Shares 20,433 Est. Cost $265.75 Unrealized
LOW Lowe's Cos Inc 2.4%
Value ($000) $8,343 Shares 43,010 Est. Cost $32.16 Unrealized +458.2%
DVY iShares DJ Select Dividend Ind 2.2%
Value ($000) $7,783 Shares 66,738 Est. Cost $68.62 Unrealized
IWM iShares Russell 2000 Index Fun 2.1%
Value ($000) $7,407 Shares 32,294 Est. Cost $122.98 Unrealized
SWPPX Schwab S&P 500 Index Fund 1.8%
Value ($000) $6,403 Shares 96,762 Est. Cost $29.37 Unrealized
IWC iShares Russell Microcap Index 1.7%
Value ($000) $6,007 Shares 39,367 Est. Cost $70.73 Unrealized
IVW iShares S&P 500 Growth 1.5%
Value ($000) $5,232 Shares 71,942 Est. Cost $75.07 Unrealized
IJT iShares S&P Smallcap 600/BARRA 1.4%
Value ($000) $4,929 Shares 37,166 Est. Cost $128.17 Unrealized
VYM Vanguard High Dividend Yield E 1.3%
Value ($000) $4,513 Shares 43,080 Est. Cost $63.31 Unrealized
AMZN Amazon.com Inc 1.2%
Value ($000) $4,348 Shares 1,264 Est. Cost $86.36 Unrealized +92.4%
ADP Automatic Data Processing Inc 1.1%
Value ($000) $3,756 Shares 18,910 Est. Cost $46.07 Unrealized +282.6%
Calamos Convertible & High Inc 1.1%
Value ($000) $3,736 Shares 228,932 Est. Cost $12.62 Unrealized
GOOG Alphabet Inc Cl C 1.0%
Value ($000) $3,592 Shares 1,433 Est. Cost $39.58 Unrealized +198.9%
BlackRock Inc 1.0%
Value ($000) $3,574 Shares 4,085 Est. Cost $277.18 Unrealized
GOOGL Alphabet Inc Cl A 1.0%
Value ($000) $3,558 Shares 1,457 Est. Cost $40.38 Unrealized +187.1%
Vanguard Telecommunication Ser 1.0%
Value ($000) $3,484 Shares 24,228 Est. Cost $80.51 Unrealized
EFA iShares MSCI EAFE Index 1.0%
Value ($000) $3,456 Shares 43,808 Est. Cost $62.69 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $3,186 Shares 19,337 Est. Cost $63.54 Unrealized +128.1%
PFF iShares S&P Preferred Stock In 0.9%
Value ($000) $3,111 Shares 79,096 Est. Cost $38.18 Unrealized
JP Morgan Chase & Co 0.9%
Value ($000) $3,080 Shares 19,802 Est. Cost $55.31 Unrealized
PCEF Invesco CEF Income Composite 0.9%
Value ($000) $3,047 Shares 124,376 Est. Cost $22.92 Unrealized
IBM International Business Machine 0.8%
Value ($000) $2,984 Shares 20,358 Est. Cost $114.80 Unrealized -1.2%
BNY Mellon Midcap Index Fund 0.8%
Value ($000) $2,832 Shares 72,769 Est. Cost $33.67 Unrealized
SPDR S&P Dividend ETF 0.8%
Value ($000) $2,769 Shares 22,643 Est. Cost $82.49 Unrealized
Materials Select Sector SPDR E 0.8%
Value ($000) $2,762 Shares 33,553 Est. Cost $41.86 Unrealized
AMGN Amgen Inc 0.8%
Value ($000) $2,714 Shares 11,136 Est. Cost $85.67 Unrealized +148.0%
SWSSX Schwab Small-Cap Index Fund 0.8%
Value ($000) $2,645 Shares 66,005 Est. Cost $26.83 Unrealized
MetLife Inc 0.8%
Value ($000) $2,640 Shares 44,113 Est. Cost $45.05 Unrealized
IJK iShares S&P Midcap 400 Growth 0.7%
Value ($000) $2,523 Shares 31,173 Est. Cost $94.65 Unrealized
WMT Wal-Mart Stores Inc 0.7%
Value ($000) $2,499 Shares 17,721 Est. Cost $19.47 Unrealized +125.0%
CSCO Cisco Systems Inc 0.7%
Value ($000) $2,483 Shares 46,846 Est. Cost $18.04 Unrealized +154.1%
Technology Select Sector SPDR 0.7%
Value ($000) $2,464 Shares 16,686 Est. Cost $45.83 Unrealized
TGT Target Corp 0.7%
Value ($000) $2,384 Shares 9,863 Est. Cost $57.37 Unrealized +233.8%
Tesla Motors Inc 0.7%
Value ($000) $2,335 Shares 3,435 Est. Cost $633.00 Unrealized
AbbVie Inc 0.6%
Value ($000) $2,275 Shares 20,194 Est. Cost $48.55 Unrealized
Synchrony Financial 0.6%
Value ($000) $2,223 Shares 45,817 Est. Cost $28.63 Unrealized
IWP iShares Russell Midcap Growth 0.6%
Value ($000) $2,220 Shares 19,613 Est. Cost $128.39 Unrealized
Exxon Mobil Corp 0.6%
Value ($000) $2,194 Shares 34,781 Est. Cost $88.64 Unrealized
FDN First Trust Dow Jones Internet 0.6%
Value ($000) $2,142 Shares 8,748 Est. Cost $80.74 Unrealized
PEP Pepsico Inc 0.6%
Value ($000) $2,120 Shares 14,310 Est. Cost $59.58 Unrealized +111.8%
PG Procter & Gamble Co 0.6%
Value ($000) $2,044 Shares 15,151 Est. Cost $55.64 Unrealized +116.9%
APD Air Products & Chemicals Inc 0.6%
Value ($000) $2,009 Shares 6,985 Est. Cost $70.84 Unrealized +268.1%
Communication Services Sector 0.6%
Value ($000) $1,991 Shares 24,594 Est. Cost $56.16 Unrealized
SPDR Barclays Short-Term High 0.5%
Value ($000) $1,929 Shares 69,955 Est. Cost $28.83 Unrealized
IJJ iShares S&P Midcap 400/BARRA V 0.5%
Value ($000) $1,849 Shares 17,550 Est. Cost $115.77 Unrealized
INTC Intel Corp 0.5%
Value ($000) $1,837 Shares 32,714 Est. Cost $21.23 Unrealized +152.3%
GLW Corning Inc 0.5%
Value ($000) $1,815 Shares 44,387 Est. Cost $13.69 Unrealized +179.9%
Skyworks Solutions Inc 0.5%
Value ($000) $1,800 Shares 9,386 Est. Cost $56.44 Unrealized
Vanguard Utilities ETF 0.5%
Value ($000) $1,782 Shares 12,844 Est. Cost $86.61 Unrealized
Comcast Corp 0.5%
Value ($000) $1,759 Shares 30,841 Est. Cost $39.57 Unrealized
3M Co 0.5%
Value ($000) $1,757 Shares 8,846 Est. Cost $130.60 Unrealized
TXN Texas Instruments Inc 0.5%
Value ($000) $1,743 Shares 9,063 Est. Cost $71.70 Unrealized +129.0%
Capital One Financial Corp 0.5%
Value ($000) $1,742 Shares 11,264 Est. Cost $64.86 Unrealized
BMY Bristol-Myers Squibb Co 0.5%
Value ($000) $1,737 Shares 26,007 Est. Cost $40.64 Unrealized +32.6%
LLY Eli Lilly & Co 0.5%
Value ($000) $1,733 Shares 7,550 Est. Cost $42.21 Unrealized +354.6%
MRSH Marsh & McLennan Cos Inc 0.5%
Value ($000) $1,709 Shares 12,151 Est. Cost $48.40 Unrealized +158.7%
Facebook Inc 0.5%
Value ($000) $1,657 Shares 4,766 Est. Cost $163.23 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $1,636 Shares 14,110 Est. Cost $42.21 Unrealized +154.2%
Visa Inc 0.5%
Value ($000) $1,599 Shares 6,840 Est. Cost $79.46 Unrealized
PJP Invesco Dynamic Pharmaceutical 0.4%
Value ($000) $1,581 Shares 19,650 Est. Cost $67.30 Unrealized
FedEx Corp 0.4%
Value ($000) $1,566 Shares 5,248 Est. Cost $153.49 Unrealized
SYY Sysco Corp 0.4%
Value ($000) $1,530 Shares 19,677 Est. Cost $32.97 Unrealized +116.3%
PNC PNC Financial Services Group I 0.4%
Value ($000) $1,503 Shares 7,879 Est. Cost $68.36 Unrealized +132.1%
Raytheon Technologies 0.4%
Value ($000) $1,502 Shares 17,601 Est. Cost $61.60 Unrealized
SWK Stanley Black & Decker Inc 0.4%
Value ($000) $1,464 Shares 7,141 Est. Cost $61.85 Unrealized +185.6%
ORI Old Republic Int'l Corp 0.4%
Value ($000) $1,452 Shares 58,295 Est. Cost $13.66 Unrealized +25.8%
AMN AMN Healthcare Services Inc 0.4%
Value ($000) $1,434 Shares 14,790 Est. Cost $21.08 Unrealized +311.7%
ITA iShares US Aerospace & Defense 0.4%
Value ($000) $1,413 Shares 12,901 Est. Cost $113.95 Unrealized
GIS General Mills Inc 0.4%
Value ($000) $1,411 Shares 23,158 Est. Cost $39.52 Unrealized +33.9%
MDT Medtronic PLC 0.4%
Value ($000) $1,389 Shares 11,192 Est. Cost $55.77 Unrealized +96.4%
CVS CVS Health Corp 0.4%
Value ($000) $1,366 Shares 16,369 Est. Cost $43.44 Unrealized +62.2%
SYK Stryker Corp 0.4%
Value ($000) $1,363 Shares 5,249 Est. Cost $63.52 Unrealized +283.4%
TMO Thermo Fisher Scientific Inc 0.4%
Value ($000) $1,336 Shares 2,649 Est. Cost $87.02 Unrealized +435.5%
ITW Illinois Tool Works Inc 0.4%
Value ($000) $1,327 Shares 5,935 Est. Cost $55.21 Unrealized +271.3%
URI United Rentals Inc 0.4%
Value ($000) $1,319 Shares 4,134 Est. Cost $69.99 Unrealized +346.8%
Iron Mountain Inc 0.4%
Value ($000) $1,311 Shares 30,981 Est. Cost $30.91 Unrealized
CI Cigna Corp 0.4%
Value ($000) $1,299 Shares 5,479 Est. Cost $175.00 Unrealized +31.3%
PureFunds ISE Cyber Security E 0.4%
Value ($000) $1,236 Shares 20,378 Est. Cost $26.40 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $1,223 Shares 11,678 Est. Cost $71.94 Unrealized +21.1%
DIS Walt Disney Co 0.3%
Value ($000) $1,216 Shares 6,918 Est. Cost $102.54 Unrealized +71.3%
Paypal Holdings Inc 0.3%
Value ($000) $1,202 Shares 4,125 Est. Cost $97.59 Unrealized
QCOM Qualcomm Inc 0.3%
Value ($000) $1,165 Shares 8,153 Est. Cost $51.51 Unrealized +137.1%
Crown Castle Intl Corp 0.3%
Value ($000) $1,141 Shares 5,848 Est. Cost $130.28 Unrealized
ITB iShares US Home Construction 0.3%
Value ($000) $1,129 Shares 16,312 Est. Cost $29.81 Unrealized
ORCL Oracle Corp 0.3%
Value ($000) $1,102 Shares 14,161 Est. Cost $29.37 Unrealized +150.6%
VZ Verizon Communications Inc 0.3%
Value ($000) $1,101 Shares 19,652 Est. Cost $31.57 Unrealized +37.5%
WHR Whirlpool Corp 0.3%
Value ($000) $1,058 Shares 4,855 Est. Cost $133.25 Unrealized +74.8%
BA Boeing Co 0.3%
Value ($000) $1,053 Shares 4,397 Est. Cost $167.69 Unrealized +44.2%
Annaly Capital Management Inc 0.3%
Value ($000) $1,030 Shares 116,014 Est. Cost $9.60 Unrealized
Seagate Technology PLC 0.3%
Value ($000) $1,026 Shares 11,664 Est. Cost $87.96 Unrealized
Foot Locker Inc 0.3%
Value ($000) $997 Shares 16,170 Est. Cost $22.66 Unrealized
AZO Autozone Inc 0.3%
Value ($000) $994 Shares 666 Est. Cost $1044.14 Unrealized +38.8%
PHM PulteGroup Inc 0.3%
Value ($000) $986 Shares 18,077 Est. Cost $20.05 Unrealized +166.4%
Cerner Corp 0.3%
Value ($000) $956 Shares 12,227 Est. Cost $53.32 Unrealized
SPDR S&P Intl Dividend ETF 0.3%
Value ($000) $955 Shares 24,247 Est. Cost $46.14 Unrealized
FNMIX Fidelity New Markets Income 0.3%
Value ($000) $918 Shares 62,419 Est. Cost $15.89 Unrealized
IHF iShares US Healthcare Provider 0.3%
Value ($000) $917 Shares 3,441 Est. Cost $170.87 Unrealized
CH Robinson Worldwide Inc 0.3%
Value ($000) $893 Shares 9,529 Est. Cost $70.08 Unrealized
General Motors Co 0.3%
Value ($000) $890 Shares 15,045 Est. Cost $59.16 Unrealized
BAX Baxter Intl Inc 0.3%
Value ($000) $883 Shares 10,969 Est. Cost $29.82 Unrealized +153.8%
MCD McDonald's Corp 0.2%
Value ($000) $877 Shares 3,798 Est. Cost $89.91 Unrealized +132.8%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $855 Shares 2,254 Est. Cost $192.72 Unrealized +65.7%
ROBO Robo Global Robotics & Automat 0.2%
Value ($000) $851 Shares 13,043 Est. Cost $40.12 Unrealized
NXPI NXP Semiconductors NV 0.2%
Value ($000) $840 Shares 4,085 Est. Cost $86.42 Unrealized +113.2%
Utilities Select Sector SPDR E 0.2%
Value ($000) $834 Shares 13,185 Est. Cost $37.64 Unrealized
NKE Nike Inc 0.2%
Value ($000) $825 Shares 5,340 Est. Cost $87.71 Unrealized +43.3%
Barings Corporate Investors 0.2%
Value ($000) $817 Shares 53,761 Est. Cost $17.17 Unrealized
Global X U.S. Infrastructure D 0.2%
Value ($000) $810 Shares 31,470 Est. Cost $25.08 Unrealized
GNTX Gentex Corp 0.2%
Value ($000) $799 Shares 24,144 Est. Cost $17.17 Unrealized +102.0%
PFE Pfizer Inc 0.2%
Value ($000) $767 Shares 19,576 Est. Cost $20.01 Unrealized +54.9%
Invesco S&P 500 Eq Weight Finc 0.2%
Value ($000) $765 Shares 12,796 Est. Cost $42.77 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $763 Shares 3,507 Est. Cost $116.45 Unrealized +81.9%
LHX L3 Harris Technologies Inc 0.2%
Value ($000) $753 Shares 3,484 Est. Cost $179.37 Unrealized +9.1%
SBUX Starbucks Corp 0.2%
Value ($000) $733 Shares 6,553 Est. Cost $71.29 Unrealized +42.6%
SLB Schlumberger Ltd 0.2%
Value ($000) $723 Shares 22,576 Est. Cost $27.77 Unrealized 0.0%
TTWO Take-Two Interactive Software 0.2%
Value ($000) $708 Shares 4,000 Est. Cost $137.07 Unrealized +29.5%
Vaneck Semiconductor 0.2%
Value ($000) $706 Shares 2,693 Est. Cost $130.84 Unrealized
Otis Worldwide Corp 0.2%
Value ($000) $702 Shares 8,584 Est. Cost $74.47 Unrealized
Energy Select Sector SPDR ETF 0.2%
Value ($000) $679 Shares 12,602 Est. Cost $37.88 Unrealized
ConocoPhillips 0.2%
Value ($000) $663 Shares 10,890 Est. Cost $59.75 Unrealized
Walgreens Boot Alliance Inc 0.2%
Value ($000) $657 Shares 12,488 Est. Cost $60.78 Unrealized
T AT&T Inc 0.2%
Value ($000) $642 Shares 22,293 Est. Cost $13.63 Unrealized +24.6%
Physicians Realty Trust 0.2%
Value ($000) $641 Shares 34,693 Est. Cost $17.69 Unrealized
C Citigroup Inc 0.2%
Value ($000) $621 Shares 8,777 Est. Cost $51.85 Unrealized +21.0%
Alerian MLP ETF 0.2%
Value ($000) $616 Shares 16,917 Est. Cost $24.68 Unrealized
EWW iShares MSCI Mexico Capped Inv 0.2%
Value ($000) $607 Shares 12,651 Est. Cost $49.76 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $554 Shares 12,227 Est. Cost $27.88 Unrealized +43.4%
General Electric Co 0.2%
Value ($000) $550 Shares 40,862 Est. Cost $15.69 Unrealized
SPDR Dow Jones Industrial Avg 0.2%
Value ($000) $529 Shares 1,534 Est. Cost $233.50 Unrealized
Unum Group 0.1%
Value ($000) $517 Shares 18,195 Est. Cost $16.09 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $496 Shares 9,680 Est. Cost $22.53 Unrealized +94.7%
ETN Eaton Corp PLC 0.1%
Value ($000) $490 Shares 3,305 Est. Cost $68.41 Unrealized +95.7%
BP BP PLC - ADR 0.1%
Value ($000) $489 Shares 18,500 Est. Cost $41.58 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $485 Shares 11,758 Est. Cost $10.19 Unrealized +258.7%
Calamos Convertible Opp & Inc 0.1%
Value ($000) $480 Shares 31,665 Est. Cost $10.65 Unrealized
SPDR S&P Regional Banking 0.1%
Value ($000) $475 Shares 7,247 Est. Cost $54.87 Unrealized
BNY Mellon Small Cap Stock Ind 0.1%
Value ($000) $437 Shares 12,037 Est. Cost $28.61 Unrealized
LQD iShares IBOXX $ Investment Gra 0.1%
Value ($000) $421 Shares 3,135 Est. Cost $113.59 Unrealized
BankUnited Inc 0.1%
Value ($000) $412 Shares 9,641 Est. Cost $26.74 Unrealized
CPB Campbell Soup Co 0.1%
Value ($000) $409 Shares 8,982 Est. Cost $33.49 Unrealized +23.0%
UPS United Parcel Service Inc 0.1%
Value ($000) $400 Shares 1,921 Est. Cost $83.90 Unrealized +95.6%
HD Home Depot Inc 0.1%
Value ($000) $385 Shares 1,208 Est. Cost $134.97 Unrealized +110.3%
HUN Huntsman Corp 0.1%
Value ($000) $376 Shares 14,164 Est. Cost $18.89 Unrealized +50.4%
SWMCX Schwab US Mid-Cap Index 0.1%
Value ($000) $374 Shares 6,092 Est. Cost $47.17 Unrealized
VECO Veeco Instruments Inc 0.1%
Value ($000) $370 Shares 15,400 Est. Cost $22.91 Unrealized 0.0%
CLX Clorox Co 0.1%
Value ($000) $367 Shares 2,038 Est. Cost $96.27 Unrealized +63.5%
FDS FactSet Research Systems Inc 0.1%
Value ($000) $362 Shares 1,080 Est. Cost $176.95 Unrealized +77.1%
DuPont de Nemours Inc 0.1%
Value ($000) $362 Shares 4,673 Est. Cost $53.07 Unrealized
HSY Hershey Foods Corp 0.1%
Value ($000) $360 Shares 2,066 Est. Cost $119.03 Unrealized +26.6%
Waste Management Inc 0.1%
Value ($000) $360 Shares 2,570 Est. Cost $90.19 Unrealized
Merck & Co Inc 0.1%
Value ($000) $346 Shares 4,445 Est. Cost $77.91 Unrealized
JBLU JetBlue Airways Corp 0.1%
Value ($000) $336 Shares 20,000 Est. Cost $17.33 Unrealized +11.8%
FXI iShares China Large Cap 0.1%
Value ($000) $334 Shares 7,208 Est. Cost $44.21 Unrealized
RCL Royal Caribbean Cruises 0.1%
Value ($000) $321 Shares 3,767 Est. Cost $57.86 Unrealized +48.0%
Carrier Global Corp 0.1%
Value ($000) $320 Shares 6,585 Est. Cost $30.51 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $318 Shares 1,306 Est. Cost $144.56 Unrealized +57.9%
ADM Archer Daniels Midland Co 0.1%
Value ($000) $313 Shares 5,160 Est. Cost $38.28 Unrealized +45.7%
SON Sonoco Products Co 0.1%
Value ($000) $308 Shares 4,599 Est. Cost $47.05 Unrealized +19.0%
CDK Global Inc 0.1%
Value ($000) $305 Shares 6,133 Est. Cost $40.70 Unrealized
Invesco KBW Bank ETF 0.1%
Value ($000) $303 Shares 4,706 Est. Cost $61.98 Unrealized
FXAIX Fidelity 500 Index 0.1%
Value ($000) $299 Shares 1,999 Est. Cost $108.79 Unrealized
Dow Chemical Co 0.1%
Value ($000) $296 Shares 4,673 Est. Cost $40.66 Unrealized
AXP American Express Co 0.1%
Value ($000) $291 Shares 1,760 Est. Cost $103.86 Unrealized +42.4%
SJM J.M. Smucker Co 0.1%
Value ($000) $290 Shares 2,240 Est. Cost $94.72 Unrealized +20.2%
IJH iShares S&P Midcap 400 0.1%
Value ($000) $278 Shares 1,034 Est. Cost $230.17 Unrealized
CCL Carnival Cruise Lines Inc Cl A 0.1%
Value ($000) $269 Shares 10,200 Est. Cost $44.04 Unrealized -36.4%
ACCO Acco Brands Corp 0.1%
Value ($000) $265 Shares 30,665 Est. Cost $8.77 Unrealized -21.7%
Global X SuperDividend ETF 0.1%
Value ($000) $263 Shares 18,625 Est. Cost $23.77 Unrealized
CTBI Community Trust Bancorp Inc 0.1%
Value ($000) $261 Shares 6,457 Est. Cost $27.67 Unrealized +31.2%
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $256 Shares 920 Est. Cost $228.18 Unrealized +22.5%
NTRS Northern Trust Corp 0.1%
Value ($000) $256 Shares 2,210 Est. Cost $75.75 Unrealized +31.1%
PKG Packaging Corp of America 0.1%
Value ($000) $254 Shares 1,875 Est. Cost $88.16 Unrealized +41.8%
Universal Health Realty Income 0.1%
Value ($000) $253 Shares 4,107 Est. Cost $67.80 Unrealized
Norwegian Cruise Line Holdings 0.1%
Value ($000) $250 Shares 8,485 Est. Cost $25.56 Unrealized
HYG iShares IBOXX H/Y Corp Bond 0.1%
Value ($000) $248 Shares 2,816 Est. Cost $87.35 Unrealized
IP Intl Paper Co 0.1%
Value ($000) $243 Shares 3,966 Est. Cost $39.42 Unrealized +18.3%
TDS Telephone and Data Systems Inc 0.1%
Value ($000) $243 Shares 10,734 Est. Cost $20.42 Unrealized +19.4%
ED Consolidated Edison Inc 0.1%
Value ($000) $242 Shares 3,371 Est. Cost $54.41 Unrealized +19.8%
ADI Analog Devices Inc 0.1%
Value ($000) $239 Shares 1,390 Est. Cost $141.60 Unrealized +4.3%
BND Vanguard Total Bond Market 0.1%
Value ($000) $238 Shares 2,775 Est. Cost $80.89 Unrealized
TPR Tapestry Inc 0.1%
Value ($000) $233 Shares 5,357 Est. Cost $34.03 Unrealized +15.8%
NVIDIA Corp 0.1%
Value ($000) $232 Shares 290 Est. Cost $800.00 Unrealized
KMB Kimberly Clark Inc 0.1%
Value ($000) $230 Shares 1,716 Est. Cost $113.20 Unrealized -0.7%
Hanesbrands Inc 0.1%
Value ($000) $230 Shares 12,321 Est. Cost $15.40 Unrealized
McKesson Corp 0.1%
Value ($000) $229 Shares 1,200 Est. Cost $174.17 Unrealized
EPD Enterprise Products Partners L 0.1%
Value ($000) $228 Shares 9,460 Est. Cost $21.99 Unrealized
DRI Darden Restaurants Inc 0.1%
Value ($000) $228 Shares 1,562 Est. Cost $112.72 Unrealized +7.5%
CL Colgate-Palmolive Co 0.1%
Value ($000) $221 Shares 2,717 Est. Cost $67.34 Unrealized +9.0%
OXY Occidental Petroleum Corp 0.1%
Value ($000) $219 Shares 7,017 Est. Cost $25.29 Unrealized 0.0%
DG Dollar General Corp 0.1%
Value ($000) $216 Shares 1,000 Est. Cost $182.06 Unrealized +7.4%
Corteva Inc 0.1%
Value ($000) $207 Shares 4,673 Est. Cost $46.65 Unrealized
Nuveen AMT-Free Municipal Inco 0.0%
Value ($000) $168 Shares 10,712 Est. Cost $14.84 Unrealized
Agile Therapeutics Inc 0.0%
Value ($000) $146 Shares 110,000 Est. Cost $2.17 Unrealized
Amarin Corporation PLC - ADR 0.0%
Value ($000) $96 Shares 22,000 Est. Cost $2.06 Unrealized
CCL Carnival Cruise Lines Inc Cl A 0.0%
Value ($000) $57 Shares 2,180 Est. Cost $44.04 Unrealized -36.4%
BNY Mellon High Yield Strategi 0.0%
Value ($000) $53 Shares 14,570 Est. Cost $3.02 Unrealized
VGZ Vista Gold Corp 0.0%
Value ($000) $37 Shares 30,000 Est. Cost $0.89 Unrealized +29.2%
Hanesbrands Inc 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $15.40 Unrealized
Humbl Inc 0.0%
Value ($000) $23 Shares 20,000 Est. Cost $1.15 Unrealized
HEMP Hemp Inc 0.0%
Value ($000) $0 Shares 25,100 Est. Cost $0.03 Unrealized -75.0%
Kona Gold Beverage Inc 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.03 Unrealized -19.6%
Geopharma Inc 0.0%
Value ($000) $0 Shares 40,000 Est. Cost Unrealized
Competitive Companies Inc 0.0%
Value ($000) $0 Shares 700,000 Est. Cost $0.03 Unrealized