Estabrook Capital Management Diversified Active

CIK: 0001344717 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $680,369,058 (100.0% shares, 0.0% debt)

Holdings (419)

MSFT MICROSOFT CORPORATION 9.8%
Value ($000) $66,706,260 Shares 216,361 Est. Cost $26.70 Unrealized +991.2%
AAPL APPLE COMPUTER INC 6.6%
Value ($000) $44,873,897 Shares 256,995 Est. Cost $95.01 Unrealized +73.5%
JPM J.P. MORGAN CHASE & CO 4.1%
Value ($000) $27,874,441 Shares 204,478 Est. Cost $36.24 Unrealized +268.8%
COST COSTCO WHOLESALE CORP 4.0%
Value ($000) $27,210,064 Shares 47,252 Est. Cost $91.27 Unrealized +448.7%
UNP UNION PAC CORP 3.0%
Value ($000) $20,703,034 Shares 75,777 Est. Cost $65.05 Unrealized +254.5%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $17,936,385 Shares 101,204 Est. Cost $61.65 Unrealized +146.2%
PNC PNC FINANCIAL GROUP 2.5%
Value ($000) $16,982,680 Shares 92,072 Est. Cost $47.34 Unrealized +267.8%
HON HONEYWELL INTERNATIONAL INC. 2.4%
Value ($000) $16,322,149 Shares 83,884 Est. Cost $53.13 Unrealized +220.6%
PFE PFIZER INC 2.3%
Value ($000) $15,735,336 Shares 303,947 Est. Cost $17.15 Unrealized +147.7%
CVX CHEVRON CORPORATION 2.2%
Value ($000) $14,667,889 Shares 90,081 Est. Cost $71.98 Unrealized +70.5%
BAC BANK OF AMERICA 2.1%
Value ($000) $14,367,272 Shares 348,551 Est. Cost $15.83 Unrealized +157.9%
INTC INTEL CORPORATION 2.1%
Value ($000) $14,340,236 Shares 289,351 Est. Cost $18.19 Unrealized +153.8%
COP CONOCOPHILLIPS 2.0%
Value ($000) $13,927,600 Shares 139,276 Est. Cost $38.76 Unrealized +105.5%
CSCO CISCO SYS INC 2.0%
Value ($000) $13,425,837 Shares 240,779 Est. Cost $15.50 Unrealized +224.4%
MDT MEDTRONIC PLC 2.0%
Value ($000) $13,418,737 Shares 120,944 Est. Cost $59.54 Unrealized +57.3%
GOOGL ALPHABET CLASS A 1.8%
Value ($000) $12,029,339 Shares 4,325 Est. Cost $62.77 Unrealized +114.8%
VZ VERIZON COMMUNICATIONS 1.7%
Value ($000) $11,668,265 Shares 229,059 Est. Cost $27.45 Unrealized +51.2%
C CITIGROUP INC 1.6%
Value ($000) $10,618,804 Shares 198,854 Est. Cost $37.78 Unrealized +41.6%
CB CHUBB LIMITED COM 1.6%
Value ($000) $10,600,884 Shares 49,560 Est. Cost $96.95 Unrealized +99.0%
FRPH FRP HLDGS INC COM 1.5%
Value ($000) $10,526,767 Shares 182,124 Est. Cost $15.94 Unrealized +78.3%
IBM INTERNATIONAL BUSINESS MACHINE 1.5%
Value ($000) $10,425,524 Shares 80,184 Est. Cost $110.31 Unrealized +1.6%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $10,106,585 Shares 19,818 Est. Cost $67.04 Unrealized +573.0%
GLW CORNING INC 1.4%
Value ($000) $9,482,290 Shares 256,903 Est. Cost $14.08 Unrealized +148.0%
NSC NORFOLK SOUTHN CORP 1.4%
Value ($000) $9,437,359 Shares 33,088 Est. Cost $57.67 Unrealized +338.6%
MRK MERCK & COMPANY 1.4%
Value ($000) $9,234,399 Shares 112,546 Est. Cost $32.78 Unrealized +113.1%
CANADIAN PAC RY LTD COM 1.3%
Value ($000) $8,572,192 Shares 103,855 Est. Cost $85983.49 Unrealized
WMB WILLIAMS CO 1.1%
Value ($000) $7,310,342 Shares 218,807 Est. Cost $17.85 Unrealized +43.1%
DUK DUKE ENERGY CORPORATION COM NE 1.0%
Value ($000) $6,755,542 Shares 60,501 Est. Cost $46.57 Unrealized +91.5%
WFC WELLS FARGO NEW 1.0%
Value ($000) $6,718,252 Shares 138,635 Est. Cost $28.22 Unrealized +71.8%
XOM EXXON MOBIL CORPORATION 0.9%
Value ($000) $6,435,330 Shares 77,919 Est. Cost $53.31 Unrealized +27.3%
TGT TARGET CORP 0.9%
Value ($000) $6,032,990 Shares 28,428 Est. Cost $61.16 Unrealized +212.8%
HD HOME DEPOT INC 0.9%
Value ($000) $5,939,605 Shares 19,843 Est. Cost $87.84 Unrealized +257.5%
AFL AFLAC INC 0.9%
Value ($000) $5,886,985 Shares 91,427 Est. Cost $32.62 Unrealized +75.6%
AMGN AMGEN INC 0.8%
Value ($000) $5,691,959 Shares 23,538 Est. Cost $115.55 Unrealized +75.9%
ETN EATON CORP PLC SHS 0.8%
Value ($000) $5,677,797 Shares 37,413 Est. Cost $46.59 Unrealized +216.2%
T A T & T INC 0.7%
Value ($000) $5,052,519 Shares 213,818 Est. Cost $13.55 Unrealized +10.0%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $4,930,153 Shares 11,024 Est. Cost $69.24 Unrealized +459.9%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $4,885,627 Shares 31,974 Est. Cost $59.54 Unrealized +138.7%
DOW DOW INC COM 0.7%
Value ($000) $4,869,164 Shares 76,415 Est. Cost $36.70 Unrealized +31.5%
CVS CVS CORPORATION 0.7%
Value ($000) $4,852,918 Shares 47,949 Est. Cost $54.20 Unrealized +69.7%
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $4,455,322 Shares 52,595 Est. Cost $50.09 Unrealized +43.9%
WMT WAL MART STORES INC 0.6%
Value ($000) $4,370,504 Shares 29,348 Est. Cost $20.80 Unrealized +114.3%
MDLZ MONDELEZ INTL INC COM 0.6%
Value ($000) $4,258,556 Shares 67,833 Est. Cost $48.58 Unrealized +20.7%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $4,138,942 Shares 22,558 Est. Cost $41.46 Unrealized +279.3%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,112,081 Shares 26,908 Est. Cost $122.50 Unrealized +25.4%
NKE NIKE INC CLASS B 0.6%
Value ($000) $3,924,308 Shares 29,164 Est. Cost $49.55 Unrealized +166.3%
CTVA CORTEVA INC COM 0.6%
Value ($000) $3,885,016 Shares 67,589 Est. Cost $25.02 Unrealized +95.8%
NXPI NXP SEMICONDUCTORS N V COM 0.6%
Value ($000) $3,856,142 Shares 20,835 Est. Cost $89.41 Unrealized +104.5%
MMM 3M COMPANY COM 0.6%
Value ($000) $3,845,124 Shares 25,827 Est. Cost $75.24 Unrealized +52.3%
AMZN AMAZON COM INC 0.6%
Value ($000) $3,807,622 Shares 1,168 Est. Cost $158.85 Unrealized -2.7%
DOV DOVER CORP 0.6%
Value ($000) $3,742,693 Shares 23,854 Est. Cost $40.93 Unrealized +281.2%
GE GENERAL ELECTRIC CO COM NEW 0.5%
Value ($000) $3,717,188 Shares 40,625 Est. Cost $62.80 Unrealized -6.8%
PEP PEPSICO INC 0.5%
Value ($000) $3,573,396 Shares 21,349 Est. Cost $70.02 Unrealized +112.0%
USB U S BANCORP 0.5%
Value ($000) $3,567,162 Shares 67,115 Est. Cost $22.41 Unrealized +113.4%
BK BANK OF NEW YORK MELLON CORPOR 0.5%
Value ($000) $3,340,099 Shares 67,300 Est. Cost $35.62 Unrealized +42.5%
F FORD MTR CO DEL PAR $0.01 0.5%
Value ($000) $3,201,909 Shares 189,350 Est. Cost $9.86 Unrealized +47.5%
IFF INTL FLAVORS & FRAGRANCES 0.5%
Value ($000) $3,154,284 Shares 24,018 Est. Cost $113.18 Unrealized +5.0%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $3,138,420 Shares 19,000 Est. Cost $57.16 Unrealized +164.6%
VTRS VIATRIS INC COM 0.5%
Value ($000) $3,131,862 Shares 287,855 Est. Cost $12.43 Unrealized -11.0%
DIS DISNEY (WALT) PRODUCTIONS 0.5%
Value ($000) $3,115,864 Shares 22,717 Est. Cost $97.24 Unrealized +45.2%
LLY LILLY ELI & CO 0.4%
Value ($000) $3,008,603 Shares 10,506 Est. Cost $41.78 Unrealized +494.8%
ABBV ABBVIE INC COM 0.4%
Value ($000) $2,708,858 Shares 16,710 Est. Cost $59.37 Unrealized +112.9%
DD DUPONT DE NEMOURS INC COM 0.4%
Value ($000) $2,660,138 Shares 36,153 Est. Cost $27.24 Unrealized +10.4%
BA BOEING CO 0.4%
Value ($000) $2,650,935 Shares 13,843 Est. Cost $219.83 Unrealized -8.7%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $2,434,546 Shares 24,574 Est. Cost $54.61 Unrealized +58.9%
SYK STRYKER CORP 0.4%
Value ($000) $2,403,744 Shares 8,991 Est. Cost $145.71 Unrealized +70.4%
RNR RENAISSANCERE HLDGS LTD ORD 0.3%
Value ($000) $2,295,066 Shares 14,479 Est. Cost $88.89 Unrealized +74.8%
ALL ALLSTATE CORP 0.3%
Value ($000) $1,871,824 Shares 13,514 Est. Cost $57.46 Unrealized +98.9%
GOOG ALPHABET CLASS C 0.3%
Value ($000) $1,812,651 Shares 649 Est. Cost $85.50 Unrealized +57.8%
DQIAX BNY MELLON INVT GRADE FDS INEQ 0.3%
Value ($000) $1,761,295 Shares 65,500 Est. Cost $26860.00 Unrealized
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $1,627,386 Shares 12,132 Est. Cost $40.67 Unrealized +184.5%
PEOPLES UNITED FINANCIAL 0.2%
Value ($000) $1,288,695 Shares 64,467 Est. Cost $15110.02 Unrealized
HANESBRANDS INC COM 0.2%
Value ($000) $1,256,284 Shares 84,371 Est. Cost $16829.39 Unrealized
BMY BRISTOL MYERS SQUIBB CO. 0.2%
Value ($000) $1,228,511 Shares 16,822 Est. Cost $32.66 Unrealized +74.0%
ABT ABBOTT LABS 0.2%
Value ($000) $1,179,931 Shares 9,969 Est. Cost $33.65 Unrealized +242.9%
LINDE PLC COM 0.2%
Value ($000) $1,141,004 Shares 3,572 Est. Cost $162229.67 Unrealized
BKR BAKER HUGHES A GE CO CL A 0.2%
Value ($000) $1,135,337 Shares 31,182 Est. Cost $27.00 Unrealized +2.5%
V VISA INC COM CL A 0.2%
Value ($000) $1,121,934 Shares 5,059 Est. Cost $69.65 Unrealized +201.6%
KO COCA COLA CO 0.1%
Value ($000) $931,054 Shares 15,017 Est. Cost $28.79 Unrealized +87.8%
BIIB BIOGEN, INC. 0.1%
Value ($000) $849,350 Shares 4,033 Est. Cost $223.80 Unrealized -2.8%
SLB SCHLUMBERGER 0.1%
Value ($000) $847,185 Shares 20,508 Est. Cost $45.81 Unrealized -21.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $839,220 Shares 2,378 Est. Cost $162.85 Unrealized +98.6%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $826,766 Shares 3,030 Est. Cost $12.23 Unrealized +104.6%
BLX BANCO LATINOAMER EXPORT S A CL 0.1%
Value ($000) $819,726 Shares 52,614 Est. Cost $13.58 Unrealized -4.6%
FIRST HORIZON NATL CORP DP SHS 0.1%
Value ($000) $814,725 Shares 30,231 Est. Cost $26330.32 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $799,238 Shares 4,274 Est. Cost $62.59 Unrealized +174.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $782,772 Shares 17,065 Est. Cost $22.32 Unrealized +99.8%
CMCSA COMCAST CORP NEW COM CL A 0.1%
Value ($000) $777,540 Shares 16,607 Est. Cost $33.35 Unrealized +28.5%
PATRIOT TRANSPORTATION HOLDING 0.1%
Value ($000) $777,045 Shares 97,374 Est. Cost $17962.83 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $743,673 Shares 1,790 Est. Cost $68.04 Unrealized +433.5%
NVGS NAVIGATOR HOLDINGS LTD SHS 0.1%
Value ($000) $738,705 Shares 60,500 Est. Cost $8.89 Unrealized +9.6%
GLOG 8.75 PERP A GASLOG LTD PFD SHS SER A 0.1%
Value ($000) $709,069 Shares 27,542 Est. Cost $23254.90 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $639,099 Shares 2,762 Est. Cost $141.44 Unrealized +52.7%
CSX CSX CORP 0.1%
Value ($000) $637,586 Shares 17,025 Est. Cost $17.63 Unrealized +90.0%
DGAGX BNY MELLON INVT GRADE FDS ININ 0.1%
Value ($000) $635,522 Shares 14,470 Est. Cost $48089.98 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.1%
Value ($000) $594,852 Shares 22,800 Est. Cost $27.86 Unrealized -4.4%
DISCOVERY COMMUNICATNS NEW COM 0.1%
Value ($000) $591,127 Shares 23,721 Est. Cost $28708.49 Unrealized
FNF FIDELITY NATIONAL FINANCIAL FN 0.1%
Value ($000) $578,314 Shares 11,841 Est. Cost $27.29 Unrealized +44.0%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $564,039 Shares 4,410 Est. Cost $69.75 Unrealized +67.0%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $534,744 Shares 9,735 Est. Cost $54930.05 Unrealized
NSRGY NESTLE ADR 0.1%
Value ($000) $530,043 Shares 4,058 Est. Cost $66838.91 Unrealized
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $525,126 Shares 2,633 Est. Cost $47.53 Unrealized +276.5%
OMC OMNICOM GROUP 0.1%
Value ($000) $497,906 Shares 5,866 Est. Cost $41.33 Unrealized +69.8%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $485,336 Shares 8,759 Est. Cost $23.06 Unrealized +77.6%
AME AMETEK INC NEW 0.1%
Value ($000) $479,448 Shares 3,600 Est. Cost $44.57 Unrealized +193.7%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $450,540 Shares 1,500 Est. Cost $64.87 Unrealized +340.3%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $427,196 Shares 1,606 Est. Cost $144.69 Unrealized +66.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $424,085 Shares 1,715 Est. Cost $74.92 Unrealized +204.0%
GWW GRAINGER W W INC 0.1%
Value ($000) $412,632 Shares 800 Est. Cost $201.89 Unrealized +134.5%
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $398,799 Shares 5,689 Est. Cost $30.71 Unrealized +74.4%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $390,569 Shares 4,521 Est. Cost $48.79 Unrealized +49.3%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $384,668 Shares 2,094 Est. Cost $63.68 Unrealized +184.0%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $361,686 Shares 8,269 Est. Cost $52.10 Unrealized -7.5%
EPD ENTERPRISE PRODS PARTNERS L CO 0.1%
Value ($000) $358,501 Shares 13,890 Est. Cost $42533.61 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $350,612 Shares 2,675 Est. Cost $76.53 Unrealized +74.9%
HPQ HP INC COM 0.1%
Value ($000) $341,220 Shares 9,400 Est. Cost $10.70 Unrealized +199.6%
SON SONOCO PRODUCTS 0.0%
Value ($000) $331,380 Shares 5,297 Est. Cost $23.28 Unrealized +114.1%
META META PLATFORMS, INC 0.0%
Value ($000) $329,315 Shares 1,481 Est. Cost $311.49 Unrealized -20.3%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $328,726 Shares 1,323 Est. Cost $180.55 Unrealized +18.9%
DREYFUS/LAUREL FDS TR DREYF HI 0.0%
Value ($000) $317,523 Shares 55,030 Est. Cost $6109.99 Unrealized
ORCL ORACLE SYS CORP 0.0%
Value ($000) $314,953 Shares 3,807 Est. Cost $45.11 Unrealized +70.6%
IEX IDEX CORP 0.0%
Value ($000) $306,768 Shares 1,600 Est. Cost $45.08 Unrealized +328.3%
FORD MTR CO DEL 6.2 SR NT 59 0.0%
Value ($000) $305,592 Shares 11,900 Est. Cost $26670.03 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $300,199 Shares 1,894 Est. Cost $32.55 Unrealized +337.9%
HUM HUMANA INC 0.0%
Value ($000) $287,647 Shares 661 Est. Cost $77.23 Unrealized +420.8%
PRNHX T ROWE PRICE NEW HORIZON FD 0.0%
Value ($000) $281,645 Shares 4,539 Est. Cost $53079.06 Unrealized
ROK ROCKWELL INTL CORP NEW 0.0%
Value ($000) $280,030 Shares 1,000 Est. Cost $67.20 Unrealized +299.2%
SWPPX SCHWAB S&P 500 INDEX FD 0.0%
Value ($000) $270,705 Shares 3,890 Est. Cost $49800.54 Unrealized
SNY SANOFI-AVENTIS ADR 0.0%
Value ($000) $255,879 Shares 4,984 Est. Cost $48700.52 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $248,076 Shares 1,894 Est. Cost $53627.88 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $225,515 Shares 2,300 Est. Cost $40.02 Unrealized +118.5%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $218,680 Shares 2,000 Est. Cost $134.42 Unrealized -11.2%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $215,773 Shares 497 Est. Cost $100.03 Unrealized +306.2%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $213,815 Shares 11,307 Est. Cost $11.94 Unrealized +18.8%
MCO MOODYS CORP 0.0%
Value ($000) $202,446 Shares 600 Est. Cost $53.10 Unrealized +512.4%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $199,800 Shares 4,335 Est. Cost $24.41 Unrealized +36.4%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $196,380 Shares 3,000 Est. Cost $85390.00 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $195,558 Shares 280 Est. Cost $544.82 Unrealized +15.5%
A AGILENT TECHNOLOGIES INC. 0.0%
Value ($000) $192,805 Shares 1,457 Est. Cost $27.97 Unrealized +379.0%
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $187,616 Shares 1,100 Est. Cost $257800.00 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $181,131 Shares 865 Est. Cost $49.85 Unrealized +308.6%
STIFEL FINL CORP 6.25 DPSHS PF 0.0%
Value ($000) $180,005 Shares 6,950 Est. Cost $25724.53 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $178,239 Shares 2,632 Est. Cost $32.30 Unrealized +81.9%
TSLA TESLA MTRS INC COM 0.0%
Value ($000) $177,804 Shares 165 Est. Cost $335.39 Unrealized -7.1%
MRNA MODERNA INC COM 0.0%
Value ($000) $172,260 Shares 1,000 Est. Cost $292.38 Unrealized -42.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $171,766 Shares 940 Est. Cost $70.44 Unrealized +125.4%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $168,665 Shares 7,900 Est. Cost $20.49 Unrealized 0.0%
FVDFX FIDELITY PURITAN TR VALU DISCO 0.0%
Value ($000) $161,218 Shares 4,227 Est. Cost $38280.11 Unrealized
BP BP AMOCO ADS 0.0%
Value ($000) $155,879 Shares 5,302 Est. Cost $37379.96 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $152,211 Shares 898 Est. Cost $83.28 Unrealized +86.6%
DVA DAVITA INC COM 0.0%
Value ($000) $149,871 Shares 1,325 Est. Cost $107.49 Unrealized +4.4%
NEM NEWMONT MNG CORP 0.0%
Value ($000) $148,333 Shares 1,867 Est. Cost $34.85 Unrealized +72.3%
NTIC NORTHERN TECH INTL CORP 0.0%
Value ($000) $146,500 Shares 12,188 Est. Cost $8.10 Unrealized +50.8%
NOV NOV INC COM 0.0%
Value ($000) $142,643 Shares 7,274 Est. Cost $14.51 Unrealized +20.6%
JPMORGAN CHASE & CO 6 DEP NCM 0.0%
Value ($000) $139,496 Shares 5,300 Est. Cost $26845.25 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $133,884 Shares 1,800 Est. Cost $26.50 Unrealized +171.3%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $132,520 Shares 1,076 Est. Cost $85.69 Unrealized +33.1%
DMCVX BNY MELLON INVT GRADE FDS INOP 0.0%
Value ($000) $129,481 Shares 3,938 Est. Cost $32310.06 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $128,096 Shares 1,084 Est. Cost $54.36 Unrealized +73.2%
MKSI MKS INSTRS INC 0.0%
Value ($000) $127,500 Shares 850 Est. Cost $23.45 Unrealized +541.3%
PK PARK HOTELS & RESORTS INC COM 0.0%
Value ($000) $126,945 Shares 6,500 Est. Cost $18880.00 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $125,371 Shares 1,057 Est. Cost $83.81 Unrealized +31.4%
PRITX ROWE T PRICE INTL FDS INC INTL 0.0%
Value ($000) $120,035 Shares 6,513 Est. Cost $15206.30 Unrealized
FLPSX FIDELITY PURITAN TR LOW PRICE 0.0%
Value ($000) $118,921 Shares 2,263 Est. Cost $53790.10 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.0%
Value ($000) $118,339 Shares 283 Est. Cost $322827.72 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $116,835 Shares 1,500 Est. Cost $75.89 Unrealized +9.9%
STT STATE STREET CORP 0.0%
Value ($000) $116,741 Shares 1,340 Est. Cost $46.48 Unrealized +74.3%
QIAGEN NV SHS NEW 0.0%
Value ($000) $115,052 Shares 2,348 Est. Cost $28969.99 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $115,002 Shares 728 Est. Cost $32.07 Unrealized +419.4%
CI CIGNA CORP NEW 0.0%
Value ($000) $113,336 Shares 473 Est. Cost $190.77 Unrealized +14.5%
CHAMPIONX CORPORATION COM 0.0%
Value ($000) $113,269 Shares 4,627 Est. Cost $9760.02 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $109,684 Shares 470 Est. Cost $40.72 Unrealized +1.4%
LAM RESEARCH CORP 0.0%
Value ($000) $107,522 Shares 200 Est. Cost $719150.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CCO 0.0%
Value ($000) $106,944 Shares 6,400 Est. Cost $6.85 Unrealized +118.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $106,360 Shares 441 Est. Cost $142.65 Unrealized +43.6%
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $106,293 Shares 3,300 Est. Cost $21.54 Unrealized +5.8%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $105,960 Shares 1,377 Est. Cost $47.48 Unrealized +58.2%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $100,732 Shares 1,450 Est. Cost $51.46 Unrealized +20.2%
SHELL MIDSTREAM PARTNERS L PUN 0.0%
Value ($000) $99,540 Shares 7,000 Est. Cost $11520.00 Unrealized
DISAX BNY MELLON INVT GRADE FDS ININ 0.0%
Value ($000) $94,028 Shares 4,020 Est. Cost $26809.95 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $93,953 Shares 750 Est. Cost $269.73 Unrealized -45.6%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $93,860 Shares 933 Est. Cost $86.18 Unrealized +14.0%
AT&T INC 5 DEP RP PFD A 0.0%
Value ($000) $91,200 Shares 4,000 Est. Cost $26300.00 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $88,888 Shares 6,827 Est. Cost $9.34 Unrealized +49.2%
LOW LOWES CO 0.0%
Value ($000) $87,953 Shares 435 Est. Cost $36.58 Unrealized +483.2%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $86,652 Shares 400 Est. Cost $74.38 Unrealized +147.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $83,384 Shares 721 Est. Cost $215.88 Unrealized -38.5%
BVERS BEAVER COAL CO, LTD PRTNSH 0.0%
Value ($000) $83,125 Shares 35 Est. Cost $850000.00 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $82,777 Shares 2,300 Est. Cost $56.28 Unrealized -35.7%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $82,750 Shares 12,500 Est. Cost $6350.00 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $80,072 Shares 770 Est. Cost $35.49 Unrealized +106.8%
PIONEER NAT RES CO COM 0.0%
Value ($000) $79,760 Shares 319 Est. Cost $146961.56 Unrealized
GLAXO PLC 0.0%
Value ($000) $78,626 Shares 1,805 Est. Cost $49491.97 Unrealized
ORGO ORGANOGENESIS HLDGS INC COM 0.0%
Value ($000) $76,200 Shares 10,000 Est. Cost $10.62 Unrealized -27.1%
BWA BORG WARNER AUTOMOTIVE INC 0.0%
Value ($000) $75,699 Shares 1,946 Est. Cost $28.02 Unrealized +26.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $74,273 Shares 225 Est. Cost $356.48 Unrealized -10.3%
FRBAX HANCOCK JOHN INVT TR II REGL B 0.0%
Value ($000) $74,025 Shares 2,350 Est. Cost $19765.24 Unrealized
PPL PPL CORP 0.0%
Value ($000) $73,542 Shares 2,575 Est. Cost $25.00 Unrealized -1.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $71,340 Shares 1,200 Est. Cost $58.80 Unrealized -6.2%
VSMAX VANGUARD INDEX FDS SMCP INDEX 0.0%
Value ($000) $70,297 Shares 690 Est. Cost $73789.85 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $70,278 Shares 331 Est. Cost $240.53 Unrealized -11.6%
TV GRUPO TELEVISA SA DE CV 0.0%
Value ($000) $70,200 Shares 6,000 Est. Cost $24840.00 Unrealized
FGRIX FIDELITY SECS FD GRWTH & INCM 0.0%
Value ($000) $69,072 Shares 1,325 Est. Cost $51849.81 Unrealized
BP MIDSTREAM PARTNERS LP UNIT 0.0%
Value ($000) $67,680 Shares 4,000 Est. Cost $15300.00 Unrealized
DWOAX BNY MELLON INVT FDS II INC RES 0.0%
Value ($000) $67,314 Shares 3,495 Est. Cost $21080.12 Unrealized
CAT CATERPILLAR 0.0%
Value ($000) $66,846 Shares 300 Est. Cost $61.55 Unrealized +217.5%
XLK SECTOR SPDR TR SH BN INT-TCHLY 0.0%
Value ($000) $66,751 Shares 420 Est. Cost $147659.61 Unrealized
AEPGX EURO PAC GROWTH FD SH BEN INT 0.0%
Value ($000) $66,240 Shares 1,166 Est. Cost $52899.66 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM 0.0%
Value ($000) $65,344 Shares 1,600 Est. Cost $40830.00 Unrealized
VTMGX VANGUARD TAX MANAGED INTL FDDE 0.0%
Value ($000) $63,361 Shares 4,109 Est. Cost $13180.09 Unrealized
SPIRIT AEROSYSTEMS HLDGS INCCO 0.0%
Value ($000) $60,135 Shares 1,230 Est. Cost $46742.56 Unrealized
MORGAN STANLEY PFD A 1/1000 0.0%
Value ($000) $59,916 Shares 2,705 Est. Cost $23672.08 Unrealized
GFI GOLD FIELDS LTD NEW SPONSORED 0.0%
Value ($000) $59,135 Shares 3,825 Est. Cost $10990.07 Unrealized
DHR DANAHER CORP SHS BEN INT 0.0%
Value ($000) $58,666 Shares 200 Est. Cost $25.01 Unrealized +882.7%
MA MASTERCARD INC CL A 0.0%
Value ($000) $54,679 Shares 153 Est. Cost $337.80 Unrealized +4.1%
THE VALENS COMPANY INC COM NEW 0.0%
Value ($000) $54,466 Shares 31,666 Est. Cost $2450.01 Unrealized
MAGELLAN MIDSTREAM PRTNRS LPCO 0.0%
Value ($000) $53,977 Shares 1,100 Est. Cost $49132.93 Unrealized
ASPIX ALGER FDS II ALGER SPCTRA I 0.0%
Value ($000) $53,703 Shares 2,550 Est. Cost $29870.08 Unrealized
FXAIX FIDELITY CONCORD STR TR 500 ID 0.0%
Value ($000) $53,306 Shares 338 Est. Cost $139447.33 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $52,440 Shares 600 Est. Cost $24.61 Unrealized +243.8%
DNOW NOW INC COM 0.0%
Value ($000) $50,275 Shares 4,558 Est. Cost $33.70 Unrealized -71.2%
ET ENERGY TRANSFER EQUITY L P COM 0.0%
Value ($000) $49,807 Shares 4,451 Est. Cost $16659.30 Unrealized
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $49,700 Shares 710 Est. Cost $26.94 Unrealized +115.3%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $49,082 Shares 325 Est. Cost $250.19 Unrealized -31.8%
CODI COMPASS DIVERSIFIED HOLDINGSSH 0.0%
Value ($000) $48,729 Shares 2,050 Est. Cost $8.30 Unrealized +157.5%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $48,451 Shares 415 Est. Cost $47.51 Unrealized 0.0%
ICAFX INVESTMENT CO AMER CL F-2 SHS 0.0%
Value ($000) $47,695 Shares 970 Est. Cost $35878.81 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $45,253 Shares 650 Est. Cost $72.65 Unrealized -5.2%
AIVSX INVESTMENT CO. OF AMERICA 0.0%
Value ($000) $45,175 Shares 918 Est. Cost $37296.98 Unrealized
NVR NVR INC 0.0%
Value ($000) $44,673 Shares 10 Est. Cost $1493.76 Unrealized +241.1%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $44,498 Shares 2,124 Est. Cost $6.99 Unrealized +109.2%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $42,684 Shares 1,222 Est. Cost $26.93 Unrealized +6.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $39,987 Shares 1,678 Est. Cost $21.34 Unrealized +17.6%
CITIGROUP CAPITAL 7.875 XIII 0.0%
Value ($000) $39,730 Shares 1,450 Est. Cost $26307.59 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $39,701 Shares 1,050 Est. Cost $32027.56 Unrealized
FEUPX EURO PAC GROWTH FD AMERICAN FD 0.0%
Value ($000) $39,127 Shares 688 Est. Cost $52030.52 Unrealized
M MACYS INC COM 0.0%
Value ($000) $38,976 Shares 1,600 Est. Cost $26.55 Unrealized -3.5%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $38,738 Shares 496 Est. Cost $35.40 Unrealized +70.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $37,953 Shares 300 Est. Cost $131.47 Unrealized -3.1%
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $37,743 Shares 270 Est. Cost $56.98 Unrealized +150.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $37,443 Shares 150 Est. Cost $178.61 Unrealized +49.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $36,833 Shares 608 Est. Cost $35.90 Unrealized +76.1%
VFC V F CORP 0.0%
Value ($000) $36,675 Shares 645 Est. Cost $58.13 Unrealized +6.7%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $36,406 Shares 160 Est. Cost $76.76 Unrealized +156.6%
WY WEYERHAEUSER CO 0.0%
Value ($000) $36,005 Shares 950 Est. Cost $18.86 Unrealized +80.9%
PONAX PIMCO FDS INCOME FD CL A 0.0%
Value ($000) $35,318 Shares 3,120 Est. Cost $12109.94 Unrealized
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $33,594 Shares 489 Est. Cost $60.73 Unrealized +4.2%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $33,572 Shares 217 Est. Cost $82.42 Unrealized +65.2%
DCP MIDSTREAM PARTNERS LP COM 0.0%
Value ($000) $33,560 Shares 1,000 Est. Cost $53915.57 Unrealized
GMDZX GUIDESTONE MEDIUM DURATION BON 0.0%
Value ($000) $31,712 Shares 2,270 Est. Cost $15180.18 Unrealized
MLM MARTIN MARIETTA MTLS INC 0.0%
Value ($000) $31,561 Shares 82 Est. Cost $255.58 Unrealized +48.0%
LBNDX LORD ABBETT BD DEB FD INC CL A 0.0%
Value ($000) $31,520 Shares 4,041 Est. Cost $8410.05 Unrealized
AZN ASTRAZENECA PLC ADR SPONSORED 0.0%
Value ($000) $31,512 Shares 475 Est. Cost $58250.53 Unrealized
EQR EQUITY RESIDENTIAL PPTYS TR 0.0%
Value ($000) $31,472 Shares 350 Est. Cost $61.36 Unrealized +22.7%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $30,873 Shares 228 Est. Cost $85.01 Unrealized +40.6%
SWSSX SCHWAB SMALL CAP INDEX FUND 0.0%
Value ($000) $30,363 Shares 914 Est. Cost $29800.04 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $30,221 Shares 585 Est. Cost $42.65 Unrealized +25.1%
VIMAX VANGUARD INDEX FDS MDCAP INDX 0.0%
Value ($000) $29,754 Shares 101 Est. Cost $207610.89 Unrealized
SCHWAB CHARLES CORP NEW DEP SH 0.0%
Value ($000) $29,107 Shares 1,150 Est. Cost $26050.44 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $28,009 Shares 785 Est. Cost $43.11 Unrealized -16.6%
DODFX DODGE & COX FDS INTL STK FD 0.0%
Value ($000) $27,360 Shares 582 Est. Cost $43699.31 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $27,235 Shares 480 Est. Cost $35.65 Unrealized +17.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $26,541 Shares 350 Est. Cost $44.38 Unrealized +63.0%
CLX CLOROX CO 0.0%
Value ($000) $25,721 Shares 185 Est. Cost $98.77 Unrealized +36.4%
ARCONIC CORPORATION COM 0.0%
Value ($000) $25,620 Shares 1,000 Est. Cost $33010.00 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR A 0.0%
Value ($000) $24,930 Shares 1,500 Est. Cost $28728.22 Unrealized
GOLDMAN SACHS GROUP INC PFD 1/ 0.0%
Value ($000) $23,412 Shares 1,048 Est. Cost $24040.08 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value ($000) $23,396 Shares 310 Est. Cost $40.17 Unrealized +44.5%
BK TECHNOLOGIES CORPORATION CO 0.0%
Value ($000) $23,312 Shares 9,142 Est. Cost $4049.99 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $23,170 Shares 1,766 Est. Cost $21.59 Unrealized -30.3%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $23,146 Shares 353 Est. Cost $39.19 Unrealized +62.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $23,075 Shares 500 Est. Cost $25.91 Unrealized +49.2%
AVGO BROADCOM INC COM 0.0%
Value ($000) $22,668 Shares 36 Est. Cost $51.79 Unrealized +6.4%
VECTOR GROUP LTD COM 0.0%
Value ($000) $22,467 Shares 1,866 Est. Cost $21572.06 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $21,979 Shares 896 Est. Cost $19000.00 Unrealized
LXRX LEXICON PHARMACEUTICALS INC CO 0.0%
Value ($000) $20,900 Shares 10,000 Est. Cost $4.86 Unrealized -42.9%
LYB LYONDELLBASELL INDUSTRIES N SH 0.0%
Value ($000) $20,564 Shares 200 Est. Cost $50.18 Unrealized +48.1%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $20,426 Shares 1,350 Est. Cost $20.64 Unrealized -18.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $20,304 Shares 46 Est. Cost $337.60 Unrealized +8.1%
VBIRX VANGUARD BD INDEX FDS S-T BDIN 0.0%
Value ($000) $20,083 Shares 1,967 Est. Cost $10869.85 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $20,003 Shares 208 Est. Cost $69.17 Unrealized +31.0%
DCUSX DEUTSCHE INVT TR CROCI US FD S 0.0%
Value ($000) $19,808 Shares 1,600 Est. Cost $9779.85 Unrealized
SPWH SPORTSMANS WHSE HLDGS INC COM 0.0%
Value ($000) $19,777 Shares 1,850 Est. Cost $15.70 Unrealized -28.7%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $19,465 Shares 381 Est. Cost $16.41 Unrealized +149.1%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $19,296 Shares 1,800 Est. Cost $12210.00 Unrealized
ANWFX NEW PERSPECTIVE FD INC SHS CL 0.0%
Value ($000) $19,046 Shares 320 Est. Cost $38511.88 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $18,649 Shares 205 Est. Cost $43.23 Unrealized +98.8%
MBGAF DAIMLERCHRYSLER AG ORD 0.0%
Value ($000) $18,647 Shares 266 Est. Cost $30.91 Unrealized +81.4%
AOFIX ALGER FDS SMALL CP FOCUS 0.0%
Value ($000) $18,473 Shares 860 Est. Cost $32389.63 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $18,007 Shares 69 Est. Cost $194.45 Unrealized +22.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $17,914 Shares 549 Est. Cost $62.87 Unrealized -47.4%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $17,770 Shares 175 Est. Cost $65.12 Unrealized +18.2%
ETILX EVENTIDE GILDEAD FUND 0.0%
Value ($000) $17,589 Shares 310 Est. Cost $70329.03 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $17,432 Shares 232 Est. Cost $49.18 Unrealized +40.2%
BK OF AMERICA CORP 4.750 DP P 0.0%
Value ($000) $17,378 Shares 750 Est. Cost $23170.67 Unrealized
TDGMW TIDEWATER INC NEW WT EXP 11144 0.0%
Value ($000) $17,321 Shares 745 Est. Cost $20000.00 Unrealized
TEEKAY TANKERS LTD CL A 0.0%
Value ($000) $16,608 Shares 1,200 Est. Cost $10900.00 Unrealized
KLAC KLA INSTRS CORP 0.0%
Value ($000) $16,107 Shares 44 Est. Cost $33.95 Unrealized +957.5%
NFLX NETFLIX COM INC COM 0.0%
Value ($000) $14,234 Shares 38 Est. Cost $63.89 Unrealized -34.8%
TEPLX TEMPLETON GROWTH FD INC COM 0.0%
Value ($000) $13,906 Shares 586 Est. Cost $24569.97 Unrealized
GIEZX GUIDESTONE INTERNATIONAL EQUIT 0.0%
Value ($000) $13,104 Shares 960 Est. Cost $15600.00 Unrealized
OLN OLIN CORP PAR $1. 0.0%
Value ($000) $13,070 Shares 250 Est. Cost $51.61 Unrealized -8.6%
ADSK AUTODESK INC 0.0%
Value ($000) $12,647 Shares 59 Est. Cost $291.48 Unrealized -21.0%
PCRFF PANASONIC CORP SHS 0.0%
Value ($000) $12,636 Shares 1,300 Est. Cost $11.72 Unrealized -10.7%
ZM ZOOM VIDEO COMMUNICATIONS INCL 0.0%
Value ($000) $12,544 Shares 107 Est. Cost $189.19 Unrealized -28.1%
AOUT AMERICAN OUTDOOR BRANDS INC CO 0.0%
Value ($000) $12,145 Shares 925 Est. Cost $22.47 Unrealized -28.3%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $11,417 Shares 127 Est. Cost $84.69 Unrealized +6.0%
TWITTER INC COM 0.0%
Value ($000) $11,414 Shares 295 Est. Cost $43220.34 Unrealized
TGMNX TCW FDS TTL RTN BD N 0.0%
Value ($000) $11,388 Shares 1,174 Est. Cost $10740.20 Unrealized
VWDRY VESTAS WIND SYS AS UTD KINGDUN 0.0%
Value ($000) $10,956 Shares 1,100 Est. Cost $13717.27 Unrealized
TEMFX TEMPLETON FOREIGN FUND INC. 0.0%
Value ($000) $10,633 Shares 1,483 Est. Cost $7660.15 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $10,219 Shares 480 Est. Cost $31.14 Unrealized -18.4%
INGR INGREDION INC COM 0.0%
Value ($000) $10,109 Shares 116 Est. Cost $88.85 Unrealized +1.9%
ZIMVIE INC COM 0.0%
Value ($000) $10,072 Shares 441 Est. Cost $22839.00 Unrealized
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $9,977 Shares 100 Est. Cost $49.79 Unrealized +59.1%
BLACKROCK MULTI SECTOR INC TCO 0.0%
Value ($000) $9,888 Shares 600 Est. Cost $18710.00 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER 0.0%
Value ($000) $9,878 Shares 73 Est. Cost $142.46 Unrealized -4.3%
GEMZX GUIDESTONE EMERGING MARKETS EQ 0.0%
Value ($000) $9,720 Shares 1,000 Est. Cost $12170.00 Unrealized
TEEKAY SHIPPING CORP 0.0%
Value ($000) $9,510 Shares 3,000 Est. Cost $3140.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $9,488 Shares 135 Est. Cost $45.05 Unrealized +33.4%
TSIAX THORNBURG INVT TR STRAT INC FD 0.0%
Value ($000) $9,251 Shares 786 Est. Cost $12450.38 Unrealized
HANCOCK JOHN PFD INCOME FD ICO 0.0%
Value ($000) $9,142 Shares 509 Est. Cost $18730.85 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $9,025 Shares 44 Est. Cost $184.63 Unrealized +6.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $8,925 Shares 650 Est. Cost $22.08 Unrealized -39.6%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $8,864 Shares 47 Est. Cost $210.50 Unrealized -9.6%
ACN ACCENTURE PLC 0.0%
Value ($000) $8,768 Shares 26 Est. Cost $335.69 Unrealized -5.1%
SUNPOWER CORP COM 0.0%
Value ($000) $8,656 Shares 403 Est. Cost $33449.13 Unrealized
BANK OF AMERICA CORPORATION PF 0.0%
Value ($000) $8,648 Shares 400 Est. Cost $24630.00 Unrealized
KN KNOWLES CORP COM 0.0%
Value ($000) $8,612 Shares 400 Est. Cost $29.82 Unrealized -26.6%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $8,578 Shares 40 Est. Cost $168.57 Unrealized +5.1%
IVHIX IVY FDS INC HI INC FD CL I 0.0%
Value ($000) $8,413 Shares 1,250 Est. Cost $7029.90 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $8,343 Shares 100 Est. Cost $43.61 Unrealized +45.5%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $7,969 Shares 327 Est. Cost $25911.31 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $7,799 Shares 198 Est. Cost $48.07 Unrealized -35.4%
PTEN PATTERSON UTI ENERGY INC COM 0.0%
Value ($000) $7,740 Shares 500 Est. Cost $21.83 Unrealized -42.2%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $7,610 Shares 95 Est. Cost $69390.58 Unrealized
GOLDMAN SACHS PFD VARIABLE RAT 0.0%
Value ($000) $7,424 Shares 344 Est. Cost $21699.81 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $7,290 Shares 16 Est. Cost $625.08 Unrealized -23.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $7,207 Shares 45 Est. Cost $121.46 Unrealized +16.5%
UGI UGI CORP NEW 0.0%
Value ($000) $7,172 Shares 198 Est. Cost $40.00 Unrealized 0.0%
NWBO NORTHWEST BIOTHERAPEUTICS INCO 0.0%
Value ($000) $6,970 Shares 10,000 Est. Cost $0.96 Unrealized -14.6%
DOUG DOUGLAS ELLIMAN INC COM 0.0%
Value ($000) $6,811 Shares 933 Est. Cost $10.64 Unrealized -32.5%
SCECX STEWARD SMALL MID CAP ENHANCED 0.0%
Value ($000) $6,328 Shares 400 Est. Cost $17710.00 Unrealized
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $6,140 Shares 250 Est. Cost $40.09 Unrealized -34.0%
GIOAX GUGGENHEIM FDS TR MACRO OPP A 0.0%
Value ($000) $5,978 Shares 230 Est. Cost $25133.25 Unrealized
TMO THERMO FISHER SCIENTIFIC INC. 0.0%
Value ($000) $5,907 Shares 10 Est. Cost $466.00 Unrealized +21.9%
WELL WELLTOWER INC 0.0%
Value ($000) $5,768 Shares 60 Est. Cost $78.67 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $5,569 Shares 10 Est. Cost $131.29 Unrealized -14.7%
VTABX VANGUARD CHARLOTTE FDS TTINT I 0.0%
Value ($000) $5,541 Shares 265 Est. Cost $23388.68 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $5,510 Shares 50 Est. Cost $53067.64 Unrealized
VGENX VANGUARD SPECIALIZED PTFLS ENE 0.0%
Value ($000) $5,504 Shares 125 Est. Cost $31367.92 Unrealized
TFC TRUIST FINANCIAL CORPORATION C 0.0%
Value ($000) $5,500 Shares 97 Est. Cost $50.13 Unrealized +1.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $5,380 Shares 32 Est. Cost $55.46 Unrealized +14.4%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $5,313 Shares 107 Est. Cost $43.29 Unrealized -5.5%
FCX FREEPORT MCMORAN COPPER&GOLDCL 0.0%
Value ($000) $5,123 Shares 103 Est. Cost $35.78 Unrealized +16.9%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $4,981 Shares 29 Est. Cost $176.10 Unrealized -9.6%
LIMINAL BIOSCIENCES INC COM 0.0%
Value ($000) $4,951 Shares 5,000 Est. Cost $1090.00 Unrealized
CITRIX SYS INC COM 0.0%
Value ($000) $4,843 Shares 48 Est. Cost $94583.34 Unrealized
CTRA CABOT OIL & GAS CORP CL A 0.0%
Value ($000) $4,639 Shares 172 Est. Cost $16.87 Unrealized +14.1%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $4,418 Shares 52 Est. Cost $66.91 Unrealized 0.0%
OVV OVINTIV INC COM 0.0%
Value ($000) $4,326 Shares 80 Est. Cost $13.13 Unrealized +228.1%
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $4,305 Shares 382 Est. Cost $39.93 Unrealized -71.9%
DLB DOLBY LABORATORIES INC COM 0.0%
Value ($000) $4,224 Shares 54 Est. Cost $83.62 Unrealized -9.9%
TSM TAIWAN SEMICONDUCTOR MFG CO AD 0.0%
Value ($000) $4,170 Shares 40 Est. Cost $120300.00 Unrealized
KR KROGER CO 0.0%
Value ($000) $4,131 Shares 72 Est. Cost $38.48 Unrealized +18.6%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $4,021 Shares 56 Est. Cost $64.85 Unrealized +0.5%
MCK MCKESSON HBOC INC. 0.0%
Value ($000) $3,980 Shares 13 Est. Cost $214.77 Unrealized +24.1%
MICRO FOCUS INTERNATIONAL PLC 0.0%
Value ($000) $3,858 Shares 728 Est. Cost $26190.07 Unrealized
ARW ARROW ELECTRONICS 0.0%
Value ($000) $3,796 Shares 32 Est. Cost $125.27 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $3,794 Shares 45 Est. Cost $76.51 Unrealized +9.0%
TOTAL FINA SA ADR SPONS 0.0%
Value ($000) $3,740 Shares 74 Est. Cost $49459.46 Unrealized
DTRUY DAIMLER TRUCK HLDG AG SPONSORE 0.0%
Value ($000) $3,734 Shares 266 Est. Cost $18360.90 Unrealized
TDADX TEMPLETON DEVELOPING MKTS TRSH 0.0%
Value ($000) $3,586 Shares 184 Est. Cost $21014.90 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $3,489 Shares 59 Est. Cost $36.04 Unrealized +23.6%
SBGSY SCHNEIDER ELECTRIC SA ADR 0.0%
Value ($000) $3,488 Shares 103 Est. Cost $39223.30 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $3,480 Shares 32 Est. Cost $141.54 Unrealized -23.8%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $3,378 Shares 51 Est. Cost $103.43 Unrealized -33.8%
IFNNY INFINEON TECHNOLOGIES AG SPONS 0.0%
Value ($000) $3,344 Shares 97 Est. Cost $46350.52 Unrealized
AMT AMERICAN TOWER REIT COM 0.0%
Value ($000) $3,266 Shares 13 Est. Cost $239.48 Unrealized -10.3%
WALGREENS BOOTS ALLIANCE INC C 0.0%
Value ($000) $3,223 Shares 72 Est. Cost $52166.67 Unrealized
FEDERAL HOME LN MTG CORP PFD 8 0.0%
Value ($000) $3,100 Shares 1,000 Est. Cost $4650.00 Unrealized
SAP SAP AG ADR SPONS PREF 0.0%
Value ($000) $2,996 Shares 27 Est. Cost $140111.11 Unrealized
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $2,995 Shares 213 Est. Cost $60.15 Unrealized -78.8%
ECL ECOLAB INC 0.0%
Value ($000) $2,825 Shares 16 Est. Cost $215.53 Unrealized -16.7%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $2,785 Shares 26 Est. Cost $227.99 Unrealized -49.7%
BLACKROCK ENH CAP & INC FD ICO 0.0%
Value ($000) $2,610 Shares 125 Est. Cost $14472.00 Unrealized
THC TENET HEALTHCARE CORPORATION C 0.0%
Value ($000) $2,579 Shares 30 Est. Cost $44.77 Unrealized +83.5%
MSCI MSCI INC COM 0.0%
Value ($000) $2,514 Shares 5 Est. Cost $599.45 Unrealized -17.2%
OGE OGE ENERGY CORP 0.0%
Value ($000) $2,243 Shares 55 Est. Cost $35.04 Unrealized +8.2%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $2,168 Shares 40 Est. Cost $69.80 Unrealized -17.6%
UNICY UNICHARM CORP SPONSORED ADR 0.0%
Value ($000) $1,982 Shares 276 Est. Cost $8681.16 Unrealized
TLK P T TELEKOMUNIKASI INDONESIASP 0.0%
Value ($000) $1,853 Shares 58 Est. Cost $28982.76 Unrealized
KUBTY KUBOTA LTD ADR 0.0%
Value ($000) $1,613 Shares 17 Est. Cost $110882.35 Unrealized
AIG AMERICAN INTERNATIONAL GROUP I 0.0%
Value ($000) $1,569 Shares 25 Est. Cost $45.11 Unrealized +22.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 08 0.0%
Value ($000) $1,480 Shares 42 Est. Cost $3000.00 Unrealized
UNILEVER PLC ADR SPON NEW 0.0%
Value ($000) $1,458 Shares 32 Est. Cost $53781.25 Unrealized
NCLTY NITORI HOLDINGS CO LTD UNSPONS 0.0%
Value ($000) $1,240 Shares 98 Est. Cost $14959.18 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1,237 Shares 172 Est. Cost $13.59 Unrealized -47.3%
SABR SABRE CORP COM 0.0%
Value ($000) $1,143 Shares 100 Est. Cost $23.52 Unrealized -58.4%
PTON PELOTON INTERACTIVE INC CL A C 0.0%
Value ($000) $1,136 Shares 43 Est. Cost $52.54 Unrealized -45.4%
ERIC ERICSSON L M TEL CO ADR B SEK 0.0%
Value ($000) $1,097 Shares 120 Est. Cost $11279.74 Unrealized
LIBERTY BROADBAND CORP CUM RED 0.0%
Value ($000) $1,086 Shares 40 Est. Cost $28475.00 Unrealized
HRB H R BLOCK INC 0.0%
Value ($000) $1,042 Shares 40 Est. Cost $16.08 Unrealized +34.2%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $1,017 Shares 14 Est. Cost $13.91 Unrealized +508.9%
CRSP CRISPR THERAPEUTICS AG NAMEN A 0.0%
Value ($000) $753 Shares 12 Est. Cost $54.60 Unrealized +15.0%
PPIAX DEUTSCHE DWS INCOME TR DWS SHO 0.0%
Value ($000) $635 Shares 75 Est. Cost $8466.67 Unrealized
OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $501 Shares 100 Est. Cost $24460.00 Unrealized
BKRIF BANK IRELAND GROUP PLC ORD SHS 0.0%
Value ($000) $432 Shares 66 Est. Cost $6.69 Unrealized -17.0%
VTR VENTAS INC 0.0%
Value ($000) $432 Shares 7 Est. Cost $49.18 Unrealized -3.2%
CNDT CONDUENT INC COM 0.0%
Value ($000) $413 Shares 80 Est. Cost $15.22 Unrealized -67.7%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $247 Shares 13 Est. Cost $24.97 Unrealized -25.6%
TDW TIDEWATER INC NEW COM 0.0%
Value ($000) $174 Shares 8 Est. Cost $26.05 Unrealized -39.3%
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value ($000) $81 Shares 14 Est. Cost $9.20 Unrealized -35.3%
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $75 Shares 683 Est. Cost $44090.02 Unrealized
GERN GERON CORP COM 0.0%
Value ($000) $64 Shares 47 Est. Cost $1.45 Unrealized -22.9%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $15 Shares 1 Est. Cost $22000.00 Unrealized
SEARS ROEBUCK ACCEP CORP NT 7. 0.0%
Value ($000) $0 Shares 291 Est. Cost $601.37 Unrealized
NORTEL NETWORKS 0.0%
Value ($000) $0 Shares 242 Est. Cost $8.26 Unrealized
ENDEAVOUR INTL CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized