BOK Financial Private Wealth, Inc. Diversified Active

CIK: 0001317348 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 8, 2023

Total Value ($000): $1,226,845 (100.0% shares, 0.0% debt)

Holdings (357)

VOO VANGUARD INDEX FDS 11.5%
Value ($000) $140,510 Shares 343,667 Est. Cost $290.31 Unrealized
VUG VANGUARD INDEX FDS 8.5%
Value ($000) $104,111 Shares 367,934 Est. Cost $195.43 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.7%
Value ($000) $70,219 Shares 1,520,541 Est. Cost $41.73 Unrealized
VTV VANGUARD INDEX FDS 5.5%
Value ($000) $67,154 Shares 472,582 Est. Cost $116.58 Unrealized
IJH ISHARES TR 5.3%
Value ($000) $64,620 Shares 247,131 Est. Cost $203.49 Unrealized
IWB ISHARES TR 5.2%
Value ($000) $64,056 Shares 262,804 Est. Cost $165.30 Unrealized
IVV ISHARES TR 4.9%
Value ($000) $59,585 Shares 133,686 Est. Cost $213.95 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 4.0%
Value ($000) $48,573 Shares 841,384 Est. Cost $57.88 Unrealized
IAU ISHARES GOLD TR 3.9%
Value ($000) $47,984 Shares 1,318,602 Est. Cost $36.05 Unrealized
IEFA ISHARES TR 3.8%
Value ($000) $47,054 Shares 697,103 Est. Cost $61.46 Unrealized
VO VANGUARD INDEX FDS 3.5%
Value ($000) $42,911 Shares 194,907 Est. Cost $173.21 Unrealized
IVW ISHARES TR 2.7%
Value ($000) $32,556 Shares 461,918 Est. Cost $69.72 Unrealized
IJR ISHARES TR 2.1%
Value ($000) $25,269 Shares 253,573 Est. Cost $88.65 Unrealized
QUAL ISHARES TR 2.0%
Value ($000) $24,003 Shares 177,971 Est. Cost $57.77 Unrealized
IVE ISHARES TR 1.7%
Value ($000) $21,400 Shares 132,762 Est. Cost $143.00 Unrealized
VB VANGUARD INDEX FDS 1.6%
Value ($000) $20,024 Shares 100,678 Est. Cost $143.59 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $16,326 Shares 84,170 Est. Cost $98.59 Unrealized +74.5%
VXUS VANGUARD STAR FDS 0.9%
Value ($000) $11,138 Shares 198,617 Est. Cost $56.35 Unrealized
ICSH ISHARES TR 0.8%
Value ($000) $9,691 Shares 192,665 Est. Cost $50.39 Unrealized
EFV ISHARES TR 0.8%
Value ($000) $9,571 Shares 195,574 Est. Cost $42.72 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $8,554 Shares 25,120 Est. Cost $183.32 Unrealized +67.6%
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $7,946 Shares 109,310 Est. Cost $75.53 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $7,637 Shares 105,331 Est. Cost $57.66 Unrealized
EFG ISHARES TR 0.6%
Value ($000) $7,614 Shares 79,799 Est. Cost $87.41 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $7,137 Shares 54,745 Est. Cost $123.20 Unrealized -7.3%
AVGO BROADCOM INC 0.5%
Value ($000) $6,527 Shares 7,525 Est. Cost $28.65 Unrealized +139.9%
AGG ISHARES TR 0.5%
Value ($000) $6,350 Shares 64,825 Est. Cost $102.77 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $6,027 Shares 50,348 Est. Cost $108.11 Unrealized +5.7%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $5,989 Shares 23,438 Est. Cost $72.83 Unrealized +42.9%
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $5,813 Shares 163,048 Est. Cost $26.27 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $5,757 Shares 26,137 Est. Cost $180.86 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $5,560 Shares 33,591 Est. Cost $122.27 Unrealized +21.8%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $5,392 Shares 13,709 Est. Cost $280.86 Unrealized +31.7%
DFUV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $5,234 Shares 151,714 Est. Cost $31.60 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $5,152 Shares 126,640 Est. Cost $42.19 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $5,105 Shares 9,483 Est. Cost $284.03 Unrealized +71.5%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $4,593 Shares 93,028 Est. Cost $29.39 Unrealized +51.5%
PIONEER NAT RES CO 0.4%
Value ($000) $4,492 Shares 21,681 Est. Cost $167.72 Unrealized
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $4,455 Shares 86,178 Est. Cost $57.36 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $4,423 Shares 9,202 Est. Cost $257.40 Unrealized +80.6%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $4,407 Shares 30,302 Est. Cost $107.59 Unrealized +20.5%
INTU INTUIT 0.4%
Value ($000) $4,351 Shares 9,497 Est. Cost $258.62 Unrealized +66.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $4,287 Shares 8,212 Est. Cost $337.46 Unrealized +58.6%
PEP PEPSICO INC 0.3%
Value ($000) $4,019 Shares 21,700 Est. Cost $120.40 Unrealized +41.7%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $4,019 Shares 13,024 Est. Cost $242.10 Unrealized +15.5%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $3,905 Shares 51,668 Est. Cost $78.33 Unrealized
APH AMPHENOL CORP NEW 0.3%
Value ($000) $3,792 Shares 44,527 Est. Cost $27.84 Unrealized +36.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $3,556 Shares 31,447 Est. Cost $86.50 Unrealized +21.0%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $3,496 Shares 37,067 Est. Cost $74.70 Unrealized +16.3%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $3,471 Shares 34,627 Est. Cost $69.07 Unrealized +32.2%
IWM ISHARES TR 0.3%
Value ($000) $3,289 Shares 17,562 Est. Cost $124.47 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,172 Shares 15,285 Est. Cost $153.59 Unrealized +14.3%
GLD SPDR GOLD TR 0.3%
Value ($000) $3,142 Shares 17,624 Est. Cost $148.75 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $3,093 Shares 13,702 Est. Cost $115.73 Unrealized +70.9%
XYL XYLEM INC 0.2%
Value ($000) $3,063 Shares 27,200 Est. Cost $117.53 Unrealized -12.8%
ZTS ZOETIS INC 0.2%
Value ($000) $3,039 Shares 17,648 Est. Cost $119.17 Unrealized +41.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $3,000 Shares 17,915 Est. Cost $108.75 Unrealized +42.7%
ITT ITT INC 0.2%
Value ($000) $2,931 Shares 31,350 Est. Cost $97.81 Unrealized -14.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,863 Shares 8,395 Est. Cost $268.35 Unrealized +21.6%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2,814 Shares 18,802 Est. Cost $84.02 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $2,754 Shares 53,224 Est. Cost $40.13 Unrealized +13.4%
MS MORGAN STANLEY 0.2%
Value ($000) $2,729 Shares 31,950 Est. Cost $44.34 Unrealized +76.7%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $2,651 Shares 46,145 Est. Cost $51.28 Unrealized +10.9%
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $2,645 Shares 22,245 Est. Cost $100.58 Unrealized -7.4%
TMUS T-MOBILE US INC 0.2%
Value ($000) $2,640 Shares 19,003 Est. Cost $132.08 Unrealized +2.7%
UNP UNION PAC CORP 0.2%
Value ($000) $2,614 Shares 12,776 Est. Cost $187.31 Unrealized -0.2%
ECL ECOLAB INC 0.2%
Value ($000) $2,451 Shares 13,090 Est. Cost $178.04 Unrealized -6.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,444 Shares 24,673 Est. Cost $75.88 Unrealized +28.2%
DBEF DBX ETF TR 0.2%
Value ($000) $2,402 Shares 67,906 Est. Cost $28.58 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $2,294 Shares 33,330 Est. Cost $42.59 Unrealized +46.9%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,257 Shares 43,088 Est. Cost $51.21 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $2,234 Shares 8,779 Est. Cost $213.59 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $2,193 Shares 22,387 Est. Cost $84.68 Unrealized +9.0%
HEFA ISHARES TR 0.2%
Value ($000) $2,167 Shares 69,899 Est. Cost $25.00 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $2,137 Shares 9,509 Est. Cost $146.01 Unrealized +37.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $2,043 Shares 6,845 Est. Cost $239.79 Unrealized +13.9%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $1,996 Shares 40,831 Est. Cost $52.31 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,984 Shares 22,222 Est. Cost $140.84 Unrealized -34.3%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,862 Shares 17,550 Est. Cost $104.76 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,773 Shares 14,463 Est. Cost $108.17 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $1,756 Shares 20,855 Est. Cost $87.11 Unrealized -8.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,703 Shares 18,845 Est. Cost $82.26 Unrealized -2.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,631 Shares 15,209 Est. Cost $54.40 Unrealized +83.1%
DVY ISHARES TR 0.1%
Value ($000) $1,603 Shares 14,151 Est. Cost $95.77 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,598 Shares 16,807 Est. Cost $79.94 Unrealized +0.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,589 Shares 5,197 Est. Cost $257.74 Unrealized +9.2%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $1,554 Shares 6,438 Est. Cost $312.81 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,486 Shares 4,222 Est. Cost $304.18 Unrealized +10.8%
BALL BALL CORP 0.1%
Value ($000) $1,462 Shares 25,120 Est. Cost $61.29 Unrealized -14.8%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1,372 Shares 54,222 Est. Cost $23.44 Unrealized -2.7%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,343 Shares 24,681 Est. Cost $45.93 Unrealized
LIFE STORAGE INC 0.1%
Value ($000) $1,330 Shares 10,001 Est. Cost $99.97 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,319 Shares 4,794 Est. Cost $197.37 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,308 Shares 15,469 Est. Cost $86.50 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,278 Shares 17,599 Est. Cost $62.14 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $1,229 Shares 28,805 Est. Cost $44.82 Unrealized -5.4%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,131 Shares 13,929 Est. Cost $85.37 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $921 Shares 20,250 Est. Cost $47.42 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $901 Shares 2,024 Est. Cost $398.74 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $898 Shares 4,587 Est. Cost $203.71 Unrealized -11.2%
VTHR VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $890 Shares 4,505 Est. Cost $123.46 Unrealized
RYN RAYONIER INC 0.1%
Value ($000) $881 Shares 28,050 Est. Cost $40.36 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $851 Shares 4,910 Est. Cost $150.47 Unrealized +5.5%
BLACKROCK INC 0.1%
Value ($000) $825 Shares 1,193 Est. Cost $521.45 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $809 Shares 5,000 Est. Cost $86.93 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $777 Shares 6,694 Est. Cost $70.23 Unrealized +48.8%
ABBV ABBVIE INC 0.1%
Value ($000) $765 Shares 5,681 Est. Cost $101.61 Unrealized +31.6%
IEMG ISHARES INC 0.1%
Value ($000) $742 Shares 15,059 Est. Cost $46.42 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $725 Shares 4,609 Est. Cost $93.81 Unrealized +52.7%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $703 Shares 9,839 Est. Cost $26.86 Unrealized +1.2%
CI THE CIGNA GROUP 0.1%
Value ($000) $665 Shares 2,370 Est. Cost $182.36 Unrealized +36.0%
NKE NIKE INC 0.1%
Value ($000) $659 Shares 5,956 Est. Cost $122.86 Unrealized -9.4%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $651 Shares 681 Est. Cost $29.41 Unrealized +107.6%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $639 Shares 8,819 Est. Cost $37.86 Unrealized +76.3%
DES WISDOMTREE TR 0.0%
Value ($000) $604 Shares 20,970 Est. Cost $29.42 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $598 Shares 3,787 Est. Cost $134.26 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $592 Shares 8,558 Est. Cost $65.66 Unrealized
WMT WALMART INC 0.0%
Value ($000) $583 Shares 3,709 Est. Cost $36.76 Unrealized +33.2%
DOW DOW INC 0.0%
Value ($000) $571 Shares 10,719 Est. Cost $43.54 Unrealized +3.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $552 Shares 3,638 Est. Cost $122.48 Unrealized +15.4%
HD HOME DEPOT INC 0.0%
Value ($000) $550 Shares 1,771 Est. Cost $277.26 Unrealized -0.3%
ABT ABBOTT LABS 0.0%
Value ($000) $543 Shares 4,982 Est. Cost $102.39 Unrealized -0.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $528 Shares 2,000 Est. Cost $224.11 Unrealized +8.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $518 Shares 1 Est. Cost $428371.47 Unrealized +16.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $499 Shares 4,785 Est. Cost $64.11 Unrealized +47.4%
NULG NUSHARES ETF TR 0.0%
Value ($000) $494 Shares 7,939 Est. Cost $47.66 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $456 Shares 7,263 Est. Cost $52.61 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $453 Shares 12,355 Est. Cost $32.20 Unrealized +3.2%
VMC VULCAN MATLS CO 0.0%
Value ($000) $451 Shares 2,000 Est. Cost $187.27 Unrealized +0.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $442 Shares 2,000 Est. Cost $202.31 Unrealized +0.5%
CRM SALESFORCE INC 0.0%
Value ($000) $440 Shares 2,081 Est. Cost $180.14 Unrealized +12.0%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $436 Shares 11,788 Est. Cost $37.89 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $434 Shares 13,210 Est. Cost $32.75 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $424 Shares 6,984 Est. Cost $45.56 Unrealized +25.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $396 Shares 2,987 Est. Cost $127.68 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $395 Shares 893 Est. Cost $399.18 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $387 Shares 1,519 Est. Cost $213.13 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $353 Shares 5,522 Est. Cost $56.78 Unrealized +3.8%
VVX V2X INC 0.0%
Value ($000) $344 Shares 6,944 Est. Cost $47.41 Unrealized -8.0%
DE DEERE & CO 0.0%
Value ($000) $327 Shares 804 Est. Cost $366.59 Unrealized +0.4%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $323 Shares 5,887 Est. Cost $58.41 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $322 Shares 5,621 Est. Cost $44.74 Unrealized +26.6%
GOOG ALPHABET INC 0.0%
Value ($000) $309 Shares 2,555 Est. Cost $110.23 Unrealized +4.2%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $286 Shares 1,456 Est. Cost $189.47 Unrealized +6.4%
SYLD CAMBRIA ETF TR 0.0%
Value ($000) $285 Shares 4,635 Est. Cost $44.49 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $281 Shares 4,762 Est. Cost $49.77 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $280 Shares 1,613 Est. Cost $141.45 Unrealized
FISV FISERV INC 0.0%
Value ($000) $233 Shares 1,850 Est. Cost $101.91 Unrealized +15.5%
LNN LINDSAY CORP 0.0%
Value ($000) $233 Shares 1,950 Est. Cost $147.20 Unrealized -18.3%
DOV DOVER CORP 0.0%
Value ($000) $221 Shares 1,500 Est. Cost $122.47 Unrealized +13.0%
IWY ISHARES TR 0.0%
Value ($000) $218 Shares 1,373 Est. Cost $106.57 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $211 Shares 4,730 Est. Cost $46.60 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $206 Shares 6,055 Est. Cost $35.86 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $202 Shares 5,825 Est. Cost $32.06 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $202 Shares 5,465 Est. Cost $31.43 Unrealized -12.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $198 Shares 1,667 Est. Cost $129.96 Unrealized -16.7%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $194 Shares 4,687 Est. Cost $45.23 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $186 Shares 1,734 Est. Cost $54.23 Unrealized +76.5%
V VISA INC 0.0%
Value ($000) $182 Shares 765 Est. Cost $205.21 Unrealized +9.4%
IUSG ISHARES TR 0.0%
Value ($000) $180 Shares 1,844 Est. Cost $80.19 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $176 Shares 1,077 Est. Cost $143.92 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $170 Shares 824 Est. Cost $188.81 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $169 Shares 3,635 Est. Cost $40.17 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $168 Shares 584 Est. Cost $255.83 Unrealized -4.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $165 Shares 5,755 Est. Cost $34.55 Unrealized -23.0%
IWP ISHARES TR 0.0%
Value ($000) $164 Shares 1,696 Est. Cost $79.29 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $154 Shares 1,152 Est. Cost $111.36 Unrealized +6.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $153 Shares 3,485 Est. Cost $50.69 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $146 Shares 395 Est. Cost $345.07 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $143 Shares 1,800 Est. Cost $76.82 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $140 Shares 1,012 Est. Cost $129.73 Unrealized
BP BP PLC 0.0%
Value ($000) $139 Shares 3,927 Est. Cost $30.18 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $139 Shares 1,000 Est. Cost $118.08 Unrealized +9.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $136 Shares 977 Est. Cost $114.33 Unrealized +10.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $133 Shares 386 Est. Cost $346.47 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $126 Shares 91 Est. Cost $1340.97 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $125 Shares 6,400 Est. Cost $32.53 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $122 Shares 3,280 Est. Cost $40.50 Unrealized -23.0%
KBR KBR INC 0.0%
Value ($000) $121 Shares 1,862 Est. Cost $47.46 Unrealized +22.0%
IYR ISHARES TR 0.0%
Value ($000) $118 Shares 1,363 Est. Cost $92.13 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $116 Shares 3,440 Est. Cost $37.43 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $116 Shares 800 Est. Cost $117.78 Unrealized +3.8%
GSK GSK PLC 0.0%
Value ($000) $115 Shares 3,200 Est. Cost $29.96 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $115 Shares 468 Est. Cost $206.59 Unrealized +3.5%
IJJ ISHARES TR 0.0%
Value ($000) $114 Shares 1,060 Est. Cost $94.27 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $109 Shares 659 Est. Cost $150.97 Unrealized
IWX ISHARES TR 0.0%
Value ($000) $109 Shares 1,611 Est. Cost $61.84 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $107 Shares 250 Est. Cost $174.70 Unrealized +117.3%
T AT&T INC 0.0%
Value ($000) $102 Shares 6,426 Est. Cost $15.51 Unrealized -4.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $101 Shares 2,367 Est. Cost $39.74 Unrealized -5.3%
ESGU ISHARES TR 0.0%
Value ($000) $100 Shares 1,026 Est. Cost $89.88 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $99 Shares 760 Est. Cost $95.55 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $97 Shares 690 Est. Cost $136.23 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $97 Shares 1,091 Est. Cost $89.53 Unrealized -11.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $96 Shares 209 Est. Cost $339.44 Unrealized +27.1%
LIT GLOBAL X FDS 0.0%
Value ($000) $93 Shares 1,420 Est. Cost $72.54 Unrealized
RYAM RAYONIER ADVANCED MATLS INC 0.0%
Value ($000) $92 Shares 21,470 Est. Cost $6.50 Unrealized -27.2%
TE CONNECTIVITY LTD 0.0%
Value ($000) $91 Shares 650 Est. Cost $113.85 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $90 Shares 2,908 Est. Cost $31.86 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $85 Shares 200 Est. Cost $20.12 Unrealized +64.9%
HSY HERSHEY CO 0.0%
Value ($000) $82 Shares 330 Est. Cost $243.41 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $80 Shares 2,388 Est. Cost $34.57 Unrealized -11.1%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $79 Shares 1,635 Est. Cost $47.13 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $78 Shares 1,192 Est. Cost $65.44 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $78 Shares 881 Est. Cost $89.85 Unrealized -18.2%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $78 Shares 707 Est. Cost $52.22 Unrealized +52.9%
SO SOUTHERN CO 0.0%
Value ($000) $77 Shares 1,100 Est. Cost $59.65 Unrealized +9.5%
CLOU GLOBAL X FDS 0.0%
Value ($000) $75 Shares 3,781 Est. Cost $16.40 Unrealized
BATT AMPLIFY ETF TR 0.0%
Value ($000) $72 Shares 5,470 Est. Cost $14.63 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $71 Shares 975 Est. Cost $52.75 Unrealized +29.9%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $69 Shares 605 Est. Cost $102.57 Unrealized -11.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $68 Shares 300 Est. Cost $255.18 Unrealized -21.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $66 Shares 1,430 Est. Cost $35.29 Unrealized +3.6%
SHEL SHELL PLC 0.0%
Value ($000) $63 Shares 1,041 Est. Cost $50.91 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $61 Shares 794 Est. Cost $72.99 Unrealized -0.1%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $61 Shares 811 Est. Cost $57.95 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $60 Shares 519 Est. Cost $105.55 Unrealized
UNILEVER PLC 0.0%
Value ($000) $59 Shares 1,139 Est. Cost $53.62 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $59 Shares 2,990 Est. Cost $22.10 Unrealized -9.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $59 Shares 241 Est. Cost $227.42 Unrealized -2.1%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $42.11 Unrealized +43.2%
IWS ISHARES TR 0.0%
Value ($000) $56 Shares 510 Est. Cost $101.26 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $56 Shares 940 Est. Cost $61.64 Unrealized -5.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $54 Shares 387 Est. Cost $126.95 Unrealized +3.2%
PSX PHILLIPS 66 0.0%
Value ($000) $52 Shares 541 Est. Cost $66.75 Unrealized +32.6%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $50 Shares 798 Est. Cost $61.95 Unrealized
SPHY SPDR SER TR 0.0%
Value ($000) $50 Shares 2,187 Est. Cost $22.21 Unrealized
GLW CORNING INC 0.0%
Value ($000) $49 Shares 1,393 Est. Cost $34.93 Unrealized -12.4%
PIMCO CORPORATE & INCM STRG 0.0%
Value ($000) $45 Shares 3,412 Est. Cost $12.72 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $45 Shares 95 Est. Cost $180.00 Unrealized +128.6%
ISCB ISHARES TR 0.0%
Value ($000) $43 Shares 856 Est. Cost $44.39 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $42 Shares 1,268 Est. Cost $33.04 Unrealized -10.2%
EEM ISHARES TR 0.0%
Value ($000) $42 Shares 1,057 Est. Cost $38.27 Unrealized
EQL ALPS ETF TR 0.0%
Value ($000) $42 Shares 400 Est. Cost $99.53 Unrealized
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $42 Shares 1,213 Est. Cost $27.21 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $42 Shares 1,300 Est. Cost $33.57 Unrealized -20.7%
HILLENBRAND INC 0.0%
Value ($000) $41 Shares 804 Est. Cost $41.04 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $41 Shares 262 Est. Cost $132.78 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $40 Shares 207 Est. Cost $223.19 Unrealized -20.2%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $39 Shares 635 Est. Cost $53.54 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $39 Shares 205 Est. Cost $189.75 Unrealized -14.5%
EATON VANCE TAX ADVT DIV INC 0.0%
Value ($000) $39 Shares 1,719 Est. Cost $23.86 Unrealized
H & E EQUIPMENT SERVICES INC 0.0%
Value ($000) $38 Shares 839 Est. Cost $28.61 Unrealized
PTC PTC INC 0.0%
Value ($000) $38 Shares 269 Est. Cost $107.95 Unrealized +22.7%
ESGE ISHARES INC 0.0%
Value ($000) $38 Shares 1,208 Est. Cost $36.14 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $38 Shares 1,192 Est. Cost $28.29 Unrealized -3.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $37 Shares 954 Est. Cost $36.55 Unrealized -3.8%
EXC EXELON CORP 0.0%
Value ($000) $37 Shares 900 Est. Cost $35.19 Unrealized +6.4%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $36 Shares 1,535 Est. Cost $21.50 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $35 Shares 472 Est. Cost $68.20 Unrealized
MKC/V MCCORMICK & CO INC 0.0%
Value ($000) $35 Shares 409 Est. Cost $82.72 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $35 Shares 392 Est. Cost $86.71 Unrealized -1.8%
CME CME GROUP INC 0.0%
Value ($000) $35 Shares 189 Est. Cost $191.44 Unrealized -13.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $35 Shares 778 Est. Cost $50.96 Unrealized -21.7%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $34 Shares 463 Est. Cost $72.14 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $34 Shares 106 Est. Cost $327.26 Unrealized -5.9%
HLN HALEON PLC 0.0%
Value ($000) $34 Shares 4,000 Est. Cost $6.13 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $33 Shares 290 Est. Cost $112.36 Unrealized -8.9%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $33 Shares 144 Est. Cost $208.02 Unrealized -5.9%
ACWI ISHARES TR 0.0%
Value ($000) $33 Shares 340 Est. Cost $105.65 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $32 Shares 1,794 Est. Cost $21.22 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $31 Shares 360 Est. Cost $87.09 Unrealized -4.9%
IDNA ISHARES TR 0.0%
Value ($000) $31 Shares 1,333 Est. Cost $29.26 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $31 Shares 431 Est. Cost $60.32 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $31 Shares 158 Est. Cost $158.54 Unrealized +11.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $31 Shares 444 Est. Cost $81.95 Unrealized -21.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $30 Shares 137 Est. Cost $43.68 Unrealized +0.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $30 Shares 481 Est. Cost $64.35 Unrealized -5.6%
FDX FEDEX CORP 0.0%
Value ($000) $30 Shares 121 Est. Cost $212.43 Unrealized +1.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $30 Shares 300 Est. Cost $86.95 Unrealized -2.8%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $29 Shares 250 Est. Cost $62.04 Unrealized +70.8%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $28 Shares 120 Est. Cost $203.46 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $27 Shares 61 Est. Cost $354.11 Unrealized +25.0%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $27 Shares 2,275 Est. Cost $12.31 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $27 Shares 428 Est. Cost $58.02 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $25 Shares 50 Est. Cost $444.68 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $24 Shares 348 Est. Cost $89.74 Unrealized -27.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $24 Shares 139 Est. Cost $158.80 Unrealized +5.6%
PHM PULTE GROUP INC 0.0%
Value ($000) $24 Shares 302 Est. Cost $42.28 Unrealized +57.0%
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $23 Shares 1,982 Est. Cost $11.51 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $23 Shares 128 Est. Cost $122.31 Unrealized +30.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $23 Shares 2,305 Est. Cost $13.48 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $23 Shares 93 Est. Cost $203.54 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $21 Shares 452 Est. Cost $57.86 Unrealized -26.1%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $21 Shares 537 Est. Cost $27.53 Unrealized +23.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $20 Shares 184 Est. Cost $120.01 Unrealized -11.0%
KR KROGER CO 0.0%
Value ($000) $20 Shares 418 Est. Cost $39.01 Unrealized +15.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $19 Shares 235 Est. Cost $71.08 Unrealized +11.8%
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $19 Shares 245 Est. Cost $58.82 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $18 Shares 155 Est. Cost $54.24 Unrealized +85.1%
UBS UBS GROUP AG 0.0%
Value ($000) $18 Shares 904 Est. Cost $18.17 Unrealized +10.7%
GRPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $18 Shares 200 Est. Cost $87.00 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $18 Shares 143 Est. Cost $69.41 Unrealized +51.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $18 Shares 120 Est. Cost $114.86 Unrealized +15.5%
ISCG ISHARES TR 0.0%
Value ($000) $17 Shares 414 Est. Cost $36.23 Unrealized
MMM 3M CO 0.0%
Value ($000) $17 Shares 170 Est. Cost $109.07 Unrealized -28.9%
IWR ISHARES TR 0.0%
Value ($000) $16 Shares 224 Est. Cost $62.50 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $16 Shares 419 Est. Cost $36.19 Unrealized -7.1%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 643 Est. Cost $25.19 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $15 Shares 269 Est. Cost $52.90 Unrealized -9.3%
USB US BANCORP DEL 0.0%
Value ($000) $15 Shares 447 Est. Cost $38.60 Unrealized -26.4%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $15 Shares 270 Est. Cost $90.53 Unrealized -43.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $14 Shares 35 Est. Cost $370.13 Unrealized -3.3%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $14 Shares 138 Est. Cost $100.15 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $13 Shares 220 Est. Cost $53.41 Unrealized -5.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $13 Shares 175 Est. Cost $64.91 Unrealized
KBWP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 150 Est. Cost $83.24 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $12 Shares 110 Est. Cost $139.97 Unrealized -31.5%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 168 Est. Cost $63.73 Unrealized
THO THOR INDS INC 0.0%
Value ($000) $12 Shares 114 Est. Cost $75.03 Unrealized +6.4%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $59.16 Unrealized -3.2%
WERN WERNER ENTERPRISES INC 0.0%
Value ($000) $10 Shares 217 Est. Cost $39.39 Unrealized +14.1%
MARATHON OIL CORP 0.0%
Value ($000) $9 Shares 388 Est. Cost $23.20 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $9 Shares 400 Est. Cost $25.42 Unrealized -3.7%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $8 Shares 155 Est. Cost $36.77 Unrealized +17.0%
VTRS VIATRIS INC 0.0%
Value ($000) $7 Shares 742 Est. Cost $8.79 Unrealized -3.7%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 108 Est. Cost $61.82 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $7 Shares 144 Est. Cost $44.97 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $7 Shares 27 Est. Cost $206.92 Unrealized -3.4%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $7 Shares 64 Est. Cost $154.16 Unrealized -36.9%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $7 Shares 102 Est. Cost $54.27 Unrealized +3.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $6 Shares 114 Est. Cost $65.27 Unrealized -22.7%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $6 Shares 271 Est. Cost $24.24 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $6 Shares 156 Est. Cost $35.62 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 189 Est. Cost $29.34 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $6 Shares 290 Est. Cost $29.25 Unrealized -34.7%
CIVI CIVITAS RESOURCES INC 0.0%
Value ($000) $6 Shares 86 Est. Cost $46.89 Unrealized +19.0%
IDA IDACORP INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $108.06 Unrealized -0.5%
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 191 Est. Cost $23.76 Unrealized
BLACKROCK ENHANCD CAP & INM 0.0%
Value ($000) $4 Shares 225 Est. Cost $18.51 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 90 Est. Cost $50.46 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 87 Est. Cost $47.72 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $4 Shares 46 Est. Cost $105.88 Unrealized
BLACKROCK ENHANCED GLOBAL DI 0.0%
Value ($000) $4 Shares 367 Est. Cost $9.93 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 60 Est. Cost $58.79 Unrealized -3.5%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $158.45 Unrealized -7.1%
PIMCO MUN INCOME FD II 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2 Shares 14 Est. Cost $159.00 Unrealized -1.8%
F FORD MTR CO DEL 0.0%
Value ($000) $2 Shares 160 Est. Cost $10.81 Unrealized -1.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 166 Est. Cost $10.94 Unrealized +23.7%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $2 Shares 24 Est. Cost $75.63 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.54 Unrealized
VTS VITESSE ENERGY INC 0.0%
Value ($000) $2 Shares 78 Est. Cost $17.24 Unrealized +21.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $1 Shares 12 Est. Cost $122.29 Unrealized -14.5%
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 28 Est. Cost $25.64 Unrealized +12.5%
PETS PETMED EXPRESS INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $22.35 Unrealized -32.8%
SABR SABRE CORP 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.35 Unrealized -56.7%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $41.00 Unrealized
DALLASNEWS CORPORATION 0.0%
Value ($000) $0 Shares 98 Est. Cost $10.20 Unrealized
VFC V F CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $50.16 Unrealized -59.1%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.13 Unrealized -10.2%
AI C3 AI INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.38 Unrealized +53.2%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
YOLO ADVISORSHARES TR 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CEIN CAMBER ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.32 Unrealized -81.1%