Beutel, Goodman & Co Ltd. Diversified Active

CIK: 0001361974 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $17,352 (100.0% shares, 0.0% debt)

Holdings (205)

TD Toronto Dominion Bk 5.3%
Value ($000) $918 Shares 15,320,394 Est. Cost $48.17 Unrealized +20.9%
RY Royal Bank Cda 4.4%
Value ($000) $766 Shares 6,805,190 Est. Cost $73.70 Unrealized +59.8%
BMO Bank of Montreal 3.3%
Value ($000) $570 Shares 5,972,658 Est. Cost $70.17 Unrealized +37.3%
EBAY Ebay Inc 2.8%
Value ($000) $478 Shares 7,059,654 Est. Cost $47.91 Unrealized +37.1%
DOX Amdocs Ltd 2.7%
Value ($000) $463 Shares 5,055,808 Est. Cost $64.60 Unrealized +31.9%
CMCSA Comcast Corp 2.6%
Value ($000) $450 Shares 12,206,979 Est. Cost $35.78 Unrealized -2.1%
GEN Gen Digital 2.5%
Value ($000) $439 Shares 16,553,576 Est. Cost $18.52 Unrealized +45.7%
AMGN Amgen Inc 2.5%
Value ($000) $436 Shares 1,399,279 Est. Cost $211.28 Unrealized +36.0%
MDT Medtronic PLC 2.5%
Value ($000) $431 Shares 4,792,057 Est. Cost $83.90 Unrealized +4.2%
KMB Kimberly Clark Corp 2.4%
Value ($000) $425 Shares 2,988,189 Est. Cost $108.57 Unrealized +19.5%
CNI Cdn Natl Railway 2.4%
Value ($000) $415 Shares 4,262,691 Est. Cost $79.65 Unrealized +24.8%
PPG PPG Industries 2.4%
Value ($000) $414 Shares 3,784,668 Est. Cost $121.41 Unrealized -7.2%
QCOM Qualcomm 2.4%
Value ($000) $411 Shares 2,678,815 Est. Cost $130.06 Unrealized +22.8%
MRK Merck& Co Inc 2.3%
Value ($000) $397 Shares 4,425,097 Est. Cost $85.13 Unrealized +5.9%
AXP American Express Co 2.3%
Value ($000) $392 Shares 1,456,338 Est. Cost $127.38 Unrealized +129.6%
CB Chubb Limited 2.2%
Value ($000) $387 Shares 1,280,901 Est. Cost $280.27 Unrealized -1.4%
QSR Restaurant Brands International 2.2%
Value ($000) $386 Shares 5,798,567 Est. Cost $63.45 Unrealized +1.6%
RBA RB Global 2.0%
Value ($000) $355 Shares 3,542,283 Est. Cost $56.38 Unrealized +69.2%
MFC Manulife Fincl Corp 2.0%
Value ($000) $355 Shares 11,381,728 Est. Cost $18.40 Unrealized +64.2%
FTS Fortis Inc 2.0%
Value ($000) $346 Shares 7,605,491 Est. Cost $36.90 Unrealized +14.2%
TRP TC Energy 2.0%
Value ($000) $343 Shares 7,265,010 Est. Cost $35.48 Unrealized +28.2%
NTAP NetApp 1.8%
Value ($000) $320 Shares 3,640,885 Est. Cost $74.60 Unrealized +45.2%
CPB The Campbells Company 1.8%
Value ($000) $312 Shares 7,827,946 Est. Cost $39.44 Unrealized -4.0%
SU Suncor Energy 1.8%
Value ($000) $310 Shares 8,002,493 Est. Cost $23.08 Unrealized +62.2%
NTR Nutrien 1.8%
Value ($000) $309 Shares 6,223,537 Est. Cost $44.85 Unrealized +11.8%
GIB CGI Group 1.8%
Value ($000) $305 Shares 3,055,815 Est. Cost $94.30 Unrealized +15.8%
CP Canadian Pacific Kansas City 1.7%
Value ($000) $299 Shares 4,266,734 Est. Cost $77.51 Unrealized -2.4%
GFL GFL Environmental 1.7%
Value ($000) $295 Shares 6,111,425 Est. Cost $38.51 Unrealized +17.6%
CAE CAE Inc 1.7%
Value ($000) $290 Shares 11,800,845 Est. Cost $19.73 Unrealized +23.5%
OMC Omnicom Group Inc 1.6%
Value ($000) $284 Shares 3,421,164 Est. Cost $59.28 Unrealized +36.0%
RCI Rogers Communications 1.6%
Value ($000) $283 Shares 10,601,331 Est. Cost $43.75 Unrealized -35.5%
WAB Westinghouse Air Brake Technologies 1.6%
Value ($000) $283 Shares 1,558,859 Est. Cost $102.93 Unrealized +85.5%
SLF Sun Life Fncl Inc 1.6%
Value ($000) $280 Shares 4,885,061 Est. Cost $37.36 Unrealized +52.5%
BN Brookfield Corporation 1.6%
Value ($000) $273 Shares 5,211,934 Est. Cost $22.70 Unrealized +65.6%
Interpublic Group of Companies 1.4%
Value ($000) $240 Shares 8,848,445 Est. Cost $29.77 Unrealized -11.0%
AMP Ameriprise Financial 1.3%
Value ($000) $234 Shares 483,097 Est. Cost $156.96 Unrealized +230.4%
BLK BlackRock 1.3%
Value ($000) $233 Shares 246,539 Est. Cost $961.85 Unrealized 0.0%
CIGI Colliers Intl 1.3%
Value ($000) $221 Shares 1,824,683 Est. Cost $97.52 Unrealized +34.1%
SEIC SEI Investments 1.2%
Value ($000) $208 Shares 2,675,610 Est. Cost $53.75 Unrealized +47.8%
MAS Masco 1.1%
Value ($000) $195 Shares 2,799,553 Est. Cost $47.72 Unrealized +54.2%
HOG Harley Davidson Inc 1.1%
Value ($000) $191 Shares 7,575,902 Est. Cost $40.82 Unrealized -34.4%
CMI Cummins Inc 1.1%
Value ($000) $190 Shares 606,601 Est. Cost $156.24 Unrealized +121.5%
MGA Magna Intl Inc 1.1%
Value ($000) $188 Shares 5,537,390 Est. Cost $44.02 Unrealized -15.5%
FNV Franco Nevada Corp 1.0%
Value ($000) $178 Shares 1,132,112 Est. Cost $95.22 Unrealized +46.3%
ATS ATS Corp 1.0%
Value ($000) $176 Shares 7,052,324 Est. Cost $32.13 Unrealized -13.1%
OTEX Open Text Corp 1.0%
Value ($000) $169 Shares 6,715,724 Est. Cost $28.34 Unrealized -6.3%
COR Cencora 0.8%
Value ($000) $142 Shares 510,776 Est. Cost $95.16 Unrealized +162.3%
GNTX Gentex 0.8%
Value ($000) $141 Shares 6,066,958 Est. Cost $33.53 Unrealized -23.7%
FLS Flowserve Corp 0.7%
Value ($000) $126 Shares 2,582,269 Est. Cost $31.34 Unrealized +78.5%
SGI Somnigroup International 0.7%
Value ($000) $125 Shares 2,080,647 Est. Cost $29.58 Unrealized +104.6%
CG Carlyle Group 0.7%
Value ($000) $124 Shares 2,853,199 Est. Cost $29.07 Unrealized +65.5%
PII Polaris Industries 0.7%
Value ($000) $114 Shares 2,790,910 Est. Cost $120.16 Unrealized -60.4%
BAM Brookfield Asset Mgt 0.7%
Value ($000) $114 Shares 2,355,906 Est. Cost $29.42 Unrealized +80.0%
BNS Bank of Nova Scotia 0.6%
Value ($000) $110 Shares 2,312,498 Est. Cost $42.43 Unrealized +14.6%
DOO BRP Inc 0.6%
Value ($000) $97 Shares 2,883,136 Est. Cost $75.96 Unrealized -42.8%
AGI Alamos Gold In 0.5%
Value ($000) $88 Shares 3,303,328 Est. Cost $6.14 Unrealized +266.5%
TFPM Triple Flag Precious Metals 0.2%
Value ($000) $37 Shares 1,932,070 Est. Cost $13.31 Unrealized +28.3%
SPYG SPDR Portfolio S&P 500 Growth 0.1%
Value ($000) $23 Shares 288,552 Est. Cost $0.07 Unrealized
BBU Brookfield Business Partners 0.1%
Value ($000) $16 Shares 683,180 Est. Cost $40.34 Unrealized
MSFT Microsoft 0.1%
Value ($000) $14 Shares 38,342 Est. Cost $404.47 Unrealized +0.2%
AAPL Apple 0.1%
Value ($000) $13 Shares 59,198 Est. Cost $230.77 Unrealized 0.0%
ENB Enbridge Inc. 0.1%
Value ($000) $12 Shares 263,964 Est. Cost $41.39 Unrealized 0.0%
TRI Thomson Reuters Corp-NEW 0.1%
Value ($000) $12 Shares 67,001 Est. Cost $166.55 Unrealized 0.0%
BBUC Brookfield Business Partners 0.1%
Value ($000) $11 Shares 411,955 Est. Cost $29.59 Unrealized -14.5%
PBA Pembina Pipeline Corp. 0.1%
Value ($000) $10 Shares 255,681 Est. Cost $36.64 Unrealized 0.0%
BEP Brookfield Renewable Partners 0.1%
Value ($000) $9 Shares 399,027 Est. Cost $0.02 Unrealized
JPM JPMorgan Chase & Co. 0.1%
Value ($000) $9 Shares 35,488 Est. Cost $250.91 Unrealized 0.0%
DNN Denison Mines Corp 0.0%
Value ($000) $8 Shares 6,056,600 Est. Cost $0.49 Unrealized +237.8%
BCE BCE 0.0%
Value ($000) $8 Shares 331,207 Est. Cost $22.07 Unrealized -0.1%
JNJ Johnson & Johnson 0.0%
Value ($000) $8 Shares 45,276 Est. Cost $152.45 Unrealized 0.0%
CSCO Cisco Systems 0.0%
Value ($000) $7 Shares 119,720 Est. Cost $60.10 Unrealized 0.0%
JCI Johnson Controls International 0.0%
Value ($000) $7 Shares 82,305 Est. Cost $81.59 Unrealized 0.0%
CNQ Canadian Natural Resources Ltd. 0.0%
Value ($000) $6 Shares 202,820 Est. Cost $29.57 Unrealized 0.0%
AEM Agnico-Eagle Mines Ltd. 0.0%
Value ($000) $6 Shares 53,381 Est. Cost $94.57 Unrealized 0.0%
ACN Accenture PLC Ireland 0.0%
Value ($000) $6 Shares 18,495 Est. Cost $349.45 Unrealized 0.0%
TSM Taiwan Semiconductor Manufacturing 0.0%
Value ($000) $6 Shares 34,351 Est. Cost $0.17 Unrealized
Telus International Cda 0.0%
Value ($000) $6 Shares 2,101,560 Est. Cost $0.01 Unrealized
NVO Novo Nordisk ADR 0.0%
Value ($000) $5 Shares 79,163 Est. Cost $0.07 Unrealized
HON Honeywell Intl. 0.0%
Value ($000) $5 Shares 25,135 Est. Cost $198.41 Unrealized 0.0%
ABT Abbott Lab 0.0%
Value ($000) $5 Shares 34,798 Est. Cost $124.69 Unrealized +0.6%
DEO Diageo PLC 0.0%
Value ($000) $4 Shares 41,875 Est. Cost $0.10 Unrealized
CM Canadian Imperial Bk 0.0%
Value ($000) $4 Shares 77,845 Est. Cost $58.73 Unrealized +0.5%
VZ Verizon Communications 0.0%
Value ($000) $4 Shares 96,005 Est. Cost $39.58 Unrealized 0.0%
TU TELUS 0.0%
Value ($000) $4 Shares 299,518 Est. Cost $14.67 Unrealized 0.0%
PEP PepsiCo Inc 0.0%
Value ($000) $4 Shares 27,725 Est. Cost $144.11 Unrealized -0.4%
MMM 3M Company 0.0%
Value ($000) $4 Shares 26,130 Est. Cost $144.58 Unrealized 0.0%
COST CostCo Wholesale 0.0%
Value ($000) $4 Shares 3,892 Est. Cost $970.56 Unrealized 0.0%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $3 Shares 41,086 Est. Cost $16.82 Unrealized
AQN Algonquin Power & Utilities 0.0%
Value ($000) $3 Shares 556,495 Est. Cost $4.61 Unrealized 0.0%
GOOG Alphabet 0.0%
Value ($000) $3 Shares 18,202 Est. Cost $179.38 Unrealized +1.7%
IMO Imperial Oil 0.0%
Value ($000) $3 Shares 39,110 Est. Cost $67.07 Unrealized 0.0%
ETN Eaton Corporation PLC 0.0%
Value ($000) $3 Shares 10,257 Est. Cost $308.54 Unrealized 0.0%
PG Procter & Gamble 0.0%
Value ($000) $2 Shares 14,615 Est. Cost $163.96 Unrealized -0.0%
CVE Cenovus Energy 0.0%
Value ($000) $2 Shares 156,127 Est. Cost $14.15 Unrealized 0.0%
DIS Walt Disney 0.0%
Value ($000) $2 Shares 21,115 Est. Cost $106.29 Unrealized 0.0%
WMT Wal-Mart Stores 0.0%
Value ($000) $2 Shares 23,361 Est. Cost $92.95 Unrealized 0.0%
GOOGL Alphabet Inc. Cl A 0.0%
Value ($000) $2 Shares 12,500 Est. Cost $180.70 Unrealized 0.0%
MDLZ Mondelez Int'l Inc. 'A' 0.0%
Value ($000) $2 Shares 26,725 Est. Cost $59.75 Unrealized 0.0%
NVS Novartis 0.0%
Value ($000) $2 Shares 13,720 Est. Cost $0.11 Unrealized
TMO Thermo Fisher Scientific Inc. 0.0%
Value ($000) $1 Shares 2,943 Est. Cost $539.78 Unrealized 0.0%
CVS CVS Health 0.0%
Value ($000) $1 Shares 19,240 Est. Cost $57.99 Unrealized 0.0%
WFC Wells Fargo 0.0%
Value ($000) $1 Shares 16,515 Est. Cost $73.70 Unrealized 0.0%
PSLV Sprott Physical Silver T/U 0.0%
Value ($000) $1 Shares 92,500 Est. Cost $0.01 Unrealized
CVX Chevron Corporation 0.0%
Value ($000) $1 Shares 5,727 Est. Cost $150.48 Unrealized 0.0%
PHYS Sprott Physical Gold T/U 0.0%
Value ($000) $1 Shares 39,500 Est. Cost $0.02 Unrealized
NEM Newmont Mining Corp. 0.0%
Value ($000) $1 Shares 17,581 Est. Cost $43.26 Unrealized 0.0%
BRK/A Berkshire Hathaway 0.0%
Value ($000) $1 Shares 1 Est. Cost $325723.70 Unrealized +123.9%
EMR Emerson Electric Co 0.0%
Value ($000) $1 Shares 6,730 Est. Cost $118.79 Unrealized 0.0%
C Citigroup 0.0%
Value ($000) $1 Shares 10,315 Est. Cost $74.53 Unrealized 0.0%
Kellanova 0.0%
Value ($000) $1 Shares 8,190 Est. Cost $48.94 Unrealized +63.5%
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $1 Shares 4,622 Est. Cost $0.15 Unrealized
GLW Corning Inc. 0.0%
Value ($000) $1 Shares 14,700 Est. Cost $48.55 Unrealized 0.0%
BIP Brookfield Infrastructure Partners L.P. 0.0%
Value ($000) $1 Shares 18,014 Est. Cost $0.03 Unrealized
Unilever plc 0.0%
Value ($000) $0 Shares 8,365 Est. Cost $23.34 Unrealized
GSK GSK PLC 0.0%
Value ($000) $0 Shares 12,780 Est. Cost $14.07 Unrealized
BEPC Brookfield Renewable 0.0%
Value ($000) $0 Shares 16,431 Est. Cost $26.31 Unrealized 0.0%
PFE Pfizer Inc. 0.0%
Value ($000) $0 Shares 17,825 Est. Cost $24.71 Unrealized 0.0%
SNN Smith & Nephew 0.0%
Value ($000) $0 Shares 15,655 Est. Cost $21.53 Unrealized
UNP Union Pacific Corp. 0.0%
Value ($000) $0 Shares 1,875 Est. Cost $235.58 Unrealized 0.0%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $0 Shares 900 Est. Cost $0.47 Unrealized
INTC Intel Corp. 0.0%
Value ($000) $0 Shares 17,075 Est. Cost $21.88 Unrealized 0.0%
SAP SAP SE ADR 0.0%
Value ($000) $0 Shares 1,150 Est. Cost $0.27 Unrealized
WPM Wheaton Precious Metals Corp. 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $66.46 Unrealized 0.0%
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $0 Shares 430 Est. Cost $0.56 Unrealized
XOM Exxon Mobil Corp. 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $107.21 Unrealized 0.0%
SHW Sherwin Williams Co. 0.0%
Value ($000) $0 Shares 650 Est. Cost $348.12 Unrealized 0.0%
CL Colgate Palmolive 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $87.83 Unrealized 0.0%
WM Waste Management Inc 0.0%
Value ($000) $0 Shares 800 Est. Cost $218.39 Unrealized 0.0%
SHEL Shell ADR PLC 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $0.07 Unrealized
TJX TJX companies 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $112.73 Unrealized +6.5%
BRK/B Berkshire Hathaway Inc. Cl. B 0.0%
Value ($000) $0 Shares 260 Est. Cost $486.15 Unrealized 0.0%
ED Consolidated Edison 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $95.23 Unrealized 0.0%
HD Home Depot 0.0%
Value ($000) $0 Shares 359 Est. Cost $380.72 Unrealized 0.0%
BHP BHP Group 0.0%
Value ($000) $0 Shares 2,675 Est. Cost $0.05 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $125.91 Unrealized 0.0%
MCD McDonald's Corp. 0.0%
Value ($000) $0 Shares 362 Est. Cost $292.89 Unrealized 0.0%
AMZN Amazon 0.0%
Value ($000) $0 Shares 528 Est. Cost $191.49 Unrealized +13.3%
ECL Ecolab Inc. 0.0%
Value ($000) $0 Shares 300 Est. Cost $249.61 Unrealized 0.0%
CSX CSX Corp. 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $31.31 Unrealized 0.0%
V Visa Inc 0.0%
Value ($000) $0 Shares 173 Est. Cost $336.32 Unrealized 0.0%
TSLA Tesla Motors Inc. 0.0%
Value ($000) $0 Shares 225 Est. Cost $333.26 Unrealized 0.0%
META Meta Platforms Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $643.25 Unrealized 0.0%
IBM IBM Corp. 0.0%
Value ($000) $0 Shares 225 Est. Cost $239.40 Unrealized 0.0%
COP ConocoPhillips 0.0%
Value ($000) $0 Shares 500 Est. Cost $96.79 Unrealized 0.0%
VRSK Verisk Analytics 0.0%
Value ($000) $0 Shares 172 Est. Cost $268.20 Unrealized +6.8%
BIPC Brookfield Infrastructure Corporation-NEW 0.0%
Value ($000) $0 Shares 1,404 Est. Cost $37.89 Unrealized 0.0%
SONY Sony Group Corp. ADR 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.03 Unrealized
UPS United Parcel Svc. Inc. 'B' 0.0%
Value ($000) $0 Shares 450 Est. Cost $112.66 Unrealized 0.0%
AVGO Broadcom Inc. 0.0%
Value ($000) $0 Shares 275 Est. Cost $209.82 Unrealized 0.0%
EIX Edison International 0.0%
Value ($000) $0 Shares 750 Est. Cost $54.83 Unrealized 0.0%
GLD SPDR Gold Trust 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.29 Unrealized
DE Deere & Co. 0.0%
Value ($000) $0 Shares 90 Est. Cost $461.52 Unrealized 0.0%
KO Coca Cola Co. 0.0%
Value ($000) $0 Shares 600 Est. Cost $64.97 Unrealized 0.0%
ORCL Oracle 0.0%
Value ($000) $0 Shares 300 Est. Cost $143.05 Unrealized +12.9%
DD DuPont EI de Nemours 0.0%
Value ($000) $0 Shares 500 Est. Cost $31.89 Unrealized 0.0%
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $0 Shares 65 Est. Cost $590.71 Unrealized 0.0%
SOBO South Bow Corp. 0.0%
Value ($000) $0 Shares 1,395 Est. Cost $24.08 Unrealized 0.0%
AME Ametek 0.0%
Value ($000) $0 Shares 195 Est. Cost $165.34 Unrealized +9.2%
CAT Caterpillar Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost $351.95 Unrealized 0.0%
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $0 Shares 2,825 Est. Cost $0.01 Unrealized
WRN Western Copper & Gold Corp. 0.0%
Value ($000) $0 Shares 26,580 Est. Cost $1.07 Unrealized 0.0%
ET Energy Transfer LP 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.02 Unrealized
SNY Sanofi 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.05 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $0 Shares 270 Est. Cost $0.09 Unrealized
VONV VANGUARD RUSSELL 1000 VAL ETF 0.0%
Value ($000) $0 Shares 296 Est. Cost $0.08 Unrealized
BTE Baytex Energy Corp. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $2.35 Unrealized 0.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $0 Shares 48 Est. Cost $448.29 Unrealized 0.0%
TECK Teck Resources Limited Cl B SV 0.0%
Value ($000) $0 Shares 588 Est. Cost $41.48 Unrealized 0.0%
BAC Bank of America Corp. 0.0%
Value ($000) $0 Shares 500 Est. Cost $43.62 Unrealized 0.0%
CTVA Corteva Inc. 0.0%
Value ($000) $0 Shares 295 Est. Cost $61.25 Unrealized 0.0%
PNC PNC Financial Services Group 0.0%
Value ($000) $0 Shares 100 Est. Cost $183.33 Unrealized 0.0%
NFLX NETFLIX Inc. 0.0%
Value ($000) $0 Shares 17 Est. Cost $95.10 Unrealized 0.0%
KKR KKR & CO Inc. 0.0%
Value ($000) $0 Shares 125 Est. Cost $136.88 Unrealized 0.0%
RSPG Invesco S&P 500 Equal Weight Energy ETF 0.0%
Value ($000) $0 Shares 175 Est. Cost $0.08 Unrealized
UBER UBER Technologies Inc. 0.0%
Value ($000) $0 Shares 190 Est. Cost $72.04 Unrealized 0.0%
DUK Duke Energy Holding Corp. 0.0%
Value ($000) $0 Shares 100 Est. Cost $110.55 Unrealized 0.0%
DHR Danaher Corp 0.0%
Value ($000) $0 Shares 56 Est. Cost $216.97 Unrealized 0.0%
TFII TFI International Inc. 0.0%
Value ($000) $0 Shares 145 Est. Cost $110.65 Unrealized 0.0%
SBUX Starbucks Corp 0.0%
Value ($000) $0 Shares 120 Est. Cost $100.99 Unrealized 0.0%
OSK Oshkosh Corp Holding Co 0.0%
Value ($000) $0 Shares 101 Est. Cost $98.26 Unrealized 0.0%
MUX McEwen Mining Inc. 0.0%
Value ($000) $0 Shares 1,319 Est. Cost $7.80 Unrealized 0.0%
CVE/WS Cenovus Energy Wts - 01JAN2026 0.0%
Value ($000) $0 Shares 1,036 Est. Cost $0.01 Unrealized
OKE Oneok Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost $94.96 Unrealized 0.0%
UNH United Health Group Inc. 0.0%
Value ($000) $0 Shares 18 Est. Cost $499.48 Unrealized 0.0%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $0 Shares 175 Est. Cost $46.80 Unrealized 0.0%
PKX Posco ADR 0.0%
Value ($000) $0 Shares 175 Est. Cost $0.05 Unrealized
WNC Wabash National Corp. 0.0%
Value ($000) $0 Shares 700 Est. Cost $13.02 Unrealized 0.0%
Veren Inc. 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.01 Unrealized
CLOU Global X Cloud Computing ETF 0.0%
Value ($000) $0 Shares 270 Est. Cost $0.02 Unrealized
IBB iShares Biotechnology ETF 0.0%
Value ($000) $0 Shares 45 Est. Cost $0.11 Unrealized
PPA Invesco Aerospace & Defense ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.10 Unrealized
SLB Schlumberger Ltd. 0.0%
Value ($000) $0 Shares 100 Est. Cost $39.90 Unrealized 0.0%
TGT Target Corp 0.0%
Value ($000) $0 Shares 40 Est. Cost $120.21 Unrealized 0.0%
MA MasterCard Incorporated 0.0%
Value ($000) $0 Shares 8 Est. Cost $542.01 Unrealized 0.0%
MEOH Methanex Corp. 0.0%
Value ($000) $0 Shares 95 Est. Cost $44.92 Unrealized 0.0%
BNT Brookfield Wealth Solutions Ltd. 0.0%
Value ($000) $0 Shares 71 Est. Cost $37.59 Unrealized 0.0%
TEL TE Connectivity Ltd. 0.0%
Value ($000) $0 Shares 25 Est. Cost $146.50 Unrealized 0.0%
T AT&T Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost $24.35 Unrealized 0.0%
SOLV Solventum Corp 0.0%
Value ($000) $0 Shares 36 Est. Cost $74.47 Unrealized 0.0%
XLP Consumer Staples Select Sector SPDR 0.0%
Value ($000) $0 Shares 35 Est. Cost $0.06 Unrealized
BIIB Biogen 0.0%
Value ($000) $0 Shares 10 Est. Cost $262.39 Unrealized -45.5%
VLTO Veralto Corp 0.0%
Value ($000) $0 Shares 12 Est. Cost $99.37 Unrealized 0.0%
EFXT Enerflex Ltd. 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.78 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NEO NeoGenomics Inc. 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.49 Unrealized 0.0%