Aureus Asset Management, LLC Diversified Active

CIK: 0001381296 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $1,056,796 (100.0% shares, 0.0% debt)

Holdings (177)

AMZN Amazon.com, Inc. 5.4%
Value ($000) $56,916 Shares 18,076 Est. Cost $47.41 Unrealized +232.5%
AAPL Apple Inc. 4.5%
Value ($000) $47,248 Shares 407,975 Est. Cost $82.94 Unrealized +27.8%
PYPL PayPal Holdings Inc. 4.2%
Value ($000) $44,097 Shares 223,810 Est. Cost $45.46 Unrealized +313.4%
V Visa Inc. Class A 4.1%
Value ($000) $43,168 Shares 215,873 Est. Cost $75.10 Unrealized +155.9%
MSFT Microsoft Corporation 3.6%
Value ($000) $37,580 Shares 178,670 Est. Cost $105.46 Unrealized +90.4%
GOOGL Alphabet Inc. Class A 3.5%
Value ($000) $36,624 Shares 24,989 Est. Cost $42.43 Unrealized +78.2%
BX Blackstone Group L.P. 3.4%
Value ($000) $36,019 Shares 690,022 Est. Cost $33.46 Unrealized +33.0%
CHTR Charter Communications, Inc. Class A 3.2%
Value ($000) $33,829 Shares 54,184 Est. Cost $300.82 Unrealized +96.1%
SHW Sherwin-Williams Company 3.2%
Value ($000) $33,448 Shares 48,007 Est. Cost $103.75 Unrealized +100.7%
BABA Alibaba Group Holding Ltd. Sponsored ADR 3.2%
Value ($000) $33,432 Shares 113,721 Est. Cost $173.83 Unrealized
AMT American Tower Corporation 3.1%
Value ($000) $32,743 Shares 135,453 Est. Cost $107.62 Unrealized +101.4%
CRM salesforce.com, inc. 2.8%
Value ($000) $29,931 Shares 119,095 Est. Cost $78.85 Unrealized +174.3%
WCN Waste Connections, Inc. 2.7%
Value ($000) $28,660 Shares 276,108 Est. Cost $70.00 Unrealized +37.8%
TMO Thermo Fisher Scientific Inc. 2.7%
Value ($000) $28,086 Shares 63,611 Est. Cost $150.65 Unrealized +170.4%
AWK American Water Works Company, Inc. 2.6%
Value ($000) $27,773 Shares 191,696 Est. Cost $52.14 Unrealized +145.2%
BSX Boston Scientific Corporation 2.4%
Value ($000) $25,106 Shares 657,063 Est. Cost $19.60 Unrealized +96.6%
UNH UnitedHealth Group Incorporated 2.3%
Value ($000) $24,364 Shares 78,149 Est. Cost $275.53 Unrealized +2.1%
LDOS Leidos Holdings, Inc. 2.2%
Value ($000) $23,769 Shares 266,613 Est. Cost $37.49 Unrealized +124.4%
FTV Fortive Corp. 2.2%
Value ($000) $23,237 Shares 304,905 Est. Cost $44.58 Unrealized 0.0%
ZTS Zoetis, Inc. Class A 2.2%
Value ($000) $22,744 Shares 137,535 Est. Cost $50.55 Unrealized +190.2%
MTD Mettler-Toledo International Inc. 2.0%
Value ($000) $21,175 Shares 21,926 Est. Cost $733.14 Unrealized +26.6%
HD Home Depot, Inc. 2.0%
Value ($000) $20,980 Shares 75,547 Est. Cost $149.67 Unrealized +58.8%
SPGI S&P Global Inc. 2.0%
Value ($000) $20,961 Shares 58,128 Est. Cost $206.00 Unrealized +63.8%
CME CME Group Inc. Class A 1.9%
Value ($000) $20,401 Shares 121,935 Est. Cost $154.90 Unrealized -12.0%
MRSH Marsh & McLennan Companies, Inc. 1.9%
Value ($000) $20,358 Shares 177,488 Est. Cost $76.04 Unrealized +38.9%
FRCB First Republic Bank 1.9%
Value ($000) $19,655 Shares 180,220 Est. Cost $50.87 Unrealized +114.8%
BAH Booz Allen Hamilton Holding Corporation Class A 1.7%
Value ($000) $18,367 Shares 221,337 Est. Cost $26.07 Unrealized +183.7%
META Facebook, Inc. Class A 1.7%
Value ($000) $18,077 Shares 69,021 Est. Cost $134.92 Unrealized +89.8%
RMAX RE/MAX Holdings, Inc. 1.7%
Value ($000) $17,962 Shares 548,789 Est. Cost $27.23 Unrealized +10.4%
BKNG Booking Holdings Inc. 1.6%
Value ($000) $16,532 Shares 9,664 Est. Cost $1761.03 Unrealized -1.9%
SCHW Charles Schwab Corporation 1.4%
Value ($000) $14,878 Shares 410,662 Est. Cost $37.36 Unrealized -13.3%
HQY HealthEquity Inc 1.4%
Value ($000) $14,495 Shares 282,168 Est. Cost $43.27 Unrealized +27.0%
TWLO Twilio Inc. Class A 1.3%
Value ($000) $13,413 Shares 54,284 Est. Cost $109.80 Unrealized +124.5%
DHR Danaher Corporation 0.5%
Value ($000) $5,724 Shares 26,580 Est. Cost $37.01 Unrealized +369.4%
IVV iShares Core S&P 500 ETF 0.5%
Value ($000) $5,570 Shares 16,574 Est. Cost $253.66 Unrealized
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $5,470 Shares 16,332 Est. Cost $225.55 Unrealized
ABT Abbott Laboratories 0.4%
Value ($000) $4,300 Shares 39,507 Est. Cost $50.77 Unrealized +81.9%
AMGN Amgen Inc. 0.4%
Value ($000) $4,161 Shares 16,370 Est. Cost $104.85 Unrealized +99.8%
Cabot Microelectronics Corporation 0.4%
Value ($000) $4,119 Shares 28,840 Est. Cost $142.82 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $3,999 Shares 26,861 Est. Cost $86.21 Unrealized +47.3%
GOOG Alphabet Inc. Class C 0.3%
Value ($000) $3,461 Shares 2,355 Est. Cost $43.29 Unrealized +74.9%
BIV Vanguard Intermediate Term Bond Index Fund 0.3%
Value ($000) $2,926 Shares 31,305 Est. Cost $84.51 Unrealized
CBT Cabot Corporation 0.3%
Value ($000) $2,770 Shares 76,884 Est. Cost $27.67 Unrealized +21.6%
VUG Vanguard Growth Index Fund 0.3%
Value ($000) $2,701 Shares 11,868 Est. Cost $113.86 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.3%
Value ($000) $2,686 Shares 62,108 Est. Cost $40.59 Unrealized
JPM JPMorgan Chase & Co. 0.2%
Value ($000) $2,568 Shares 26,679 Est. Cost $56.36 Unrealized +51.6%
VEA Vanguard FTSE Developed Markets ETF 0.2%
Value ($000) $2,550 Shares 62,356 Est. Cost $38.09 Unrealized
PSX Phillips 66 0.2%
Value ($000) $2,443 Shares 47,118 Est. Cost $55.20 Unrealized -11.1%
CMCSA Comcast Corporation Class A 0.2%
Value ($000) $2,377 Shares 51,392 Est. Cost $30.68 Unrealized +22.6%
AMAT Applied Materials, Inc. 0.2%
Value ($000) $2,282 Shares 38,383 Est. Cost $41.51 Unrealized +41.8%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $2,259 Shares 65,814 Est. Cost $58.30 Unrealized -44.6%
FLOT Ishares Floating Rate Bond Etf 0.2%
Value ($000) $2,242 Shares 44,200 Est. Cost $50.92 Unrealized
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $2,219 Shares 18,784 Est. Cost $114.24 Unrealized
AVGO Broadcom Limited 0.2%
Value ($000) $2,214 Shares 6,078 Est. Cost $22.53 Unrealized +31.6%
BRK/B Berkshire Hathaway Inc. Class B 0.2%
Value ($000) $2,097 Shares 9,846 Est. Cost $160.37 Unrealized +27.6%
EEM iShares MSCI Emerging Markets ETF 0.2%
Value ($000) $1,918 Shares 43,495 Est. Cost $41.02 Unrealized
IDXX IDEXX Laboratories, Inc. 0.2%
Value ($000) $1,906 Shares 4,848 Est. Cost $131.63 Unrealized +180.9%
HON Honeywell International Inc. 0.2%
Value ($000) $1,834 Shares 11,143 Est. Cost $111.98 Unrealized +19.0%
VZ Verizon Communications Inc. 0.2%
Value ($000) $1,737 Shares 29,191 Est. Cost $39.53 Unrealized +7.7%
VGT Vanguard Information Technology Index Fund 0.2%
Value ($000) $1,729 Shares 5,550 Est. Cost $170.99 Unrealized
BDX Becton, Dickinson and Company 0.2%
Value ($000) $1,637 Shares 7,035 Est. Cost $189.95 Unrealized +18.6%
NICE NICE Systems Ltd. Sponsored ADR 0.2%
Value ($000) $1,635 Shares 7,200 Est. Cost $66.15 Unrealized
FDX FedEx Corporation 0.1%
Value ($000) $1,484 Shares 5,900 Est. Cost $180.94 Unrealized 0.0%
ADBE Adobe Systems Incorporated 0.1%
Value ($000) $1,481 Shares 3,019 Est. Cost $212.17 Unrealized +119.2%
GLPI Gaming and Leisure Properties, Inc. 0.1%
Value ($000) $1,438 Shares 38,946 Est. Cost $35.56 Unrealized
KO Coca-Cola Company 0.1%
Value ($000) $1,406 Shares 28,470 Est. Cost $37.66 Unrealized +8.3%
BR Broadridge Financial Solutions, Inc. 0.1%
Value ($000) $1,393 Shares 10,552 Est. Cost $97.43 Unrealized +25.3%
NFLX Netflix, Inc. 0.1%
Value ($000) $1,389 Shares 2,777 Est. Cost $31.01 Unrealized +60.5%
MDLZ Mondelez Intl Inc. Class A 0.1%
Value ($000) $1,375 Shares 23,929 Est. Cost $38.89 Unrealized +24.9%
MRK Merck & Co., Inc. 0.1%
Value ($000) $1,282 Shares 15,451 Est. Cost $47.12 Unrealized +39.9%
STE Steris Plc 0.1%
Value ($000) $1,263 Shares 7,168 Est. Cost $117.06 Unrealized +30.3%
VRTX Vertex Pharmaceuticals Incorporated 0.1%
Value ($000) $1,253 Shares 4,603 Est. Cost $139.86 Unrealized +97.3%
IHS Markit Ltd. 0.1%
Value ($000) $1,176 Shares 14,980 Est. Cost $75.75 Unrealized
PG Procter & Gamble Company 0.1%
Value ($000) $1,174 Shares 8,448 Est. Cost $80.30 Unrealized +44.9%
VO Vanguard Mid-Cap Index Fund 0.1%
Value ($000) $1,144 Shares 6,488 Est. Cost $118.94 Unrealized
VONV Vanguard Russell 1000 Value Index Fund 0.1%
Value ($000) $1,134 Shares 10,929 Est. Cost $88.21 Unrealized
ADP Automatic Data Processing, Inc. 0.1%
Value ($000) $1,121 Shares 8,035 Est. Cost $77.98 Unrealized +60.3%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $1,093 Shares 27,750 Est. Cost $28.14 Unrealized +31.7%
DBC PowerShares DB Commodity Index Tracking Fund 0.1%
Value ($000) $1,057 Shares 80,900 Est. Cost $17.68 Unrealized
BSV Vanguard Short-Term Bond Index Fund 0.1%
Value ($000) $1,044 Shares 12,565 Est. Cost $80.54 Unrealized
DIS Walt Disney Company 0.1%
Value ($000) $1,035 Shares 8,343 Est. Cost $95.55 Unrealized +27.8%
SYY Sysco Corporation 0.1%
Value ($000) $975 Shares 15,675 Est. Cost $50.42 Unrealized 0.0%
SAIC Science Applications International Corp. 0.1%
Value ($000) $970 Shares 12,372 Est. Cost $83.05 Unrealized -5.2%
WTW Willis Towers Watson Plc Ltd Shs 0.1%
Value ($000) $958 Shares 4,590 Est. Cost $189.92 Unrealized 0.0%
PAYX Paychex, Inc. 0.1%
Value ($000) $939 Shares 11,770 Est. Cost $56.79 Unrealized +13.7%
SYK Stryker Corporation 0.1%
Value ($000) $914 Shares 4,385 Est. Cost $120.24 Unrealized +52.7%
Stericycle, Inc. 0.1%
Value ($000) $903 Shares 14,325 Est. Cost $63.04 Unrealized
MOG/A Moog Inc. Class A 0.1%
Value ($000) $858 Shares 13,500 Est. Cost $76.22 Unrealized -28.2%
SBUX Starbucks Corporation 0.1%
Value ($000) $841 Shares 9,783 Est. Cost $46.17 Unrealized +53.3%
FISV Fiserv Inc Com 0.1%
Value ($000) $830 Shares 8,050 Est. Cost $68.29 Unrealized +45.8%
MMM 3M Company 0.1%
Value ($000) $825 Shares 5,151 Est. Cost $110.26 Unrealized +0.1%
iShares Gold Trust 0.1%
Value ($000) $789 Shares 43,875 Est. Cost $14.99 Unrealized
RTX Raytheon Technologies Corporation 0.1%
Value ($000) $783 Shares 13,611 Est. Cost $63.78 Unrealized -15.8%
BAX Baxter International Inc. 0.1%
Value ($000) $765 Shares 9,510 Est. Cost $55.27 Unrealized +36.1%
CHRW C.H. Robinson Worldwide, Inc. 0.1%
Value ($000) $720 Shares 7,050 Est. Cost $82.63 Unrealized 0.0%
AXP American Express Company 0.1%
Value ($000) $718 Shares 7,158 Est. Cost $91.89 Unrealized 0.0%
BA Boeing Company 0.1%
Value ($000) $702 Shares 4,250 Est. Cost $194.23 Unrealized -12.3%
IPGP IPG Photonics Corporation 0.1%
Value ($000) $680 Shares 4,000 Est. Cost $95.16 Unrealized +73.4%
WU Western Union Company 0.1%
Value ($000) $678 Shares 31,656 Est. Cost $21.42 Unrealized
INTC Intel Corporation 0.1%
Value ($000) $666 Shares 12,853 Est. Cost $34.34 Unrealized +35.5%
NOC Northrop Grumman Corporation 0.1%
Value ($000) $655 Shares 2,075 Est. Cost $218.94 Unrealized +36.1%
ANSYS, Inc. 0.1%
Value ($000) $651 Shares 1,990 Est. Cost $185.49 Unrealized
Cambridge Bancorp Com 0.1%
Value ($000) $644 Shares 12,107 Est. Cost $81.49 Unrealized
VXUS Vanguard Total International Stock ETF 0.1%
Value ($000) $640 Shares 12,268 Est. Cost $44.49 Unrealized
ORLY O'Reilly Automotive, Inc. 0.1%
Value ($000) $638 Shares 1,383 Est. Cost $17.41 Unrealized +74.6%
GNRC Generac Holdings Inc. 0.1%
Value ($000) $620 Shares 3,200 Est. Cost $58.44 Unrealized +181.6%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $616 Shares 4,115 Est. Cost $121.44 Unrealized
BRO Brown & Brown Inc Com 0.1%
Value ($000) $610 Shares 13,475 Est. Cost $43.00 Unrealized 0.0%
LOW Lowe's Companies, Inc. 0.1%
Value ($000) $608 Shares 3,668 Est. Cost $73.50 Unrealized +90.3%
Hillenbrand Inc Com 0.1%
Value ($000) $605 Shares 21,350 Est. Cost $28.34 Unrealized
SITE Siteone Landscape Supply Inc Com 0.1%
Value ($000) $604 Shares 4,949 Est. Cost $54.62 Unrealized +119.3%
DEO Diageo plc Sponsored ADR 0.1%
Value ($000) $585 Shares 4,248 Est. Cost $137.71 Unrealized
MDT Medtronic Plc 0.1%
Value ($000) $579 Shares 5,570 Est. Cost $70.85 Unrealized +21.7%
POOL Pool Corporation Com 0.1%
Value ($000) $564 Shares 1,687 Est. Cost $143.59 Unrealized +102.6%
UPS United Parcel Service, Inc. Class B 0.1%
Value ($000) $560 Shares 3,360 Est. Cost $117.34 Unrealized 0.0%
ACN Accenture Plc 0.1%
Value ($000) $554 Shares 2,450 Est. Cost $154.83 Unrealized +37.1%
VYM Vanguard High Dividend Yield Index Fund 0.1%
Value ($000) $537 Shares 6,641 Est. Cost $71.47 Unrealized
STT State Street Corporation 0.0%
Value ($000) $522 Shares 8,800 Est. Cost $77.86 Unrealized -30.0%
PEP PepsiCo, Inc. 0.0%
Value ($000) $511 Shares 3,689 Est. Cost $83.43 Unrealized +38.0%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 0.0%
Value ($000) $504 Shares 6,221 Est. Cost $33.57 Unrealized
MCD McDonald's Corporation 0.0%
Value ($000) $472 Shares 2,150 Est. Cost $169.54 Unrealized +7.0%
NEOG Neogen Corporation 0.0%
Value ($000) $470 Shares 6,000 Est. Cost $21.14 Unrealized +81.1%
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $469 Shares 5,000 Est. Cost $50.83 Unrealized +67.7%
LPLA Lpl Finl Hldgs Inc Com 0.0%
Value ($000) $449 Shares 5,850 Est. Cost $79.40 Unrealized 0.0%
NEE NextEra Energy, Inc. 0.0%
Value ($000) $442 Shares 1,593 Est. Cost $29.42 Unrealized +104.9%
STZ Constellation Brands, Inc. Class A 0.0%
Value ($000) $441 Shares 2,327 Est. Cost $102.14 Unrealized +63.5%
II-VI Incorporated 0.0%
Value ($000) $436 Shares 10,740 Est. Cost $21.82 Unrealized
WMB Williams Companies, Inc. 0.0%
Value ($000) $426 Shares 21,682 Est. Cost $17.15 Unrealized -10.2%
VIG Vanguard Dividend Appreciation Index Fund 0.0%
Value ($000) $419 Shares 3,260 Est. Cost $90.18 Unrealized
UNF UniFirst Corporation 0.0%
Value ($000) $410 Shares 2,167 Est. Cost $109.37 Unrealized +65.1%
COST Costco Wholesale Corporation 0.0%
Value ($000) $398 Shares 1,121 Est. Cost $279.38 Unrealized +10.6%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $396 Shares 7,500 Est. Cost $45.84 Unrealized
MA MasterCard Incorporated Class A 0.0%
Value ($000) $393 Shares 1,163 Est. Cost $289.37 Unrealized +9.1%
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $371 Shares 21,384 Est. Cost $25.02 Unrealized -42.8%
APH Amphenol Corporation Class A 0.0%
Value ($000) $352 Shares 3,247 Est. Cost $21.17 Unrealized +18.4%
APAM Artisan Partners Asset Mgmt In Cl A 0.0%
Value ($000) $345 Shares 8,850 Est. Cost $22.85 Unrealized 0.0%
PTC PTC Inc. 0.0%
Value ($000) $342 Shares 4,131 Est. Cost $52.87 Unrealized +61.1%
SLB Schlumberger NV 0.0%
Value ($000) $340 Shares 21,838 Est. Cost $53.37 Unrealized -69.0%
BRK/A Berkshire Hathaway Inc. Class A 0.0%
Value ($000) $320 Shares 1 Est. Cost $199512.94 Unrealized +53.8%
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $314 Shares 3,615 Est. Cost $79.38 Unrealized
BMY Bristol-Myers Squibb Company 0.0%
Value ($000) $311 Shares 5,160 Est. Cost $40.27 Unrealized +20.7%
SMG Scotts Miracle-Gro Co. 0.0%
Value ($000) $300 Shares 1,961 Est. Cost $82.55 Unrealized +52.2%
POST Post Hldgs Inc Com 0.0%
Value ($000) $297 Shares 3,450 Est. Cost $57.07 Unrealized 0.0%
Zogenix Inc Com New 0.0%
Value ($000) $291 Shares 16,250 Est. Cost $40.06 Unrealized
EL Estee Lauder Companies Inc. Class A 0.0%
Value ($000) $289 Shares 1,323 Est. Cost $134.56 Unrealized +41.8%
NKE NIKE, Inc. Class B 0.0%
Value ($000) $284 Shares 2,265 Est. Cost $85.46 Unrealized +16.6%
SVB Financial Group 0.0%
Value ($000) $279 Shares 1,160 Est. Cost $215.52 Unrealized
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $273 Shares 1,258 Est. Cost $191.73 Unrealized
GKOS Glaukos Corp Com 0.0%
Value ($000) $271 Shares 5,465 Est. Cost $37.23 Unrealized +18.0%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $266 Shares 1,419 Est. Cost $164.80 Unrealized
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $266 Shares 1,728 Est. Cost $115.22 Unrealized +22.7%
XYL Xylem Inc. 0.0%
Value ($000) $261 Shares 3,100 Est. Cost $45.12 Unrealized +62.0%
TXN Texas Instruments Incorporated 0.0%
Value ($000) $257 Shares 1,800 Est. Cost $99.52 Unrealized +17.4%
LSTR Landstar Sys Inc Com 0.0%
Value ($000) $251 Shares 2,000 Est. Cost $125.50 Unrealized
DOCU Docusign Inc Com 0.0%
Value ($000) $251 Shares 1,164 Est. Cost $80.42 Unrealized +158.1%
ECL Ecolab Inc. 0.0%
Value ($000) $249 Shares 1,245 Est. Cost $178.28 Unrealized +5.7%
ROP Roper Technologies, Inc. 0.0%
Value ($000) $241 Shares 609 Est. Cost $354.74 Unrealized +13.5%
MSCI Msci Inc Com 0.0%
Value ($000) $241 Shares 675 Est. Cost $229.41 Unrealized +49.9%
MKL Markel Corp Com 0.0%
Value ($000) $234 Shares 240 Est. Cost $1012.46 Unrealized +0.3%
DOV Dover Corporation 0.0%
Value ($000) $233 Shares 2,151 Est. Cost $60.83 Unrealized +63.9%
TER Teradyne, Inc. 0.0%
Value ($000) $230 Shares 2,898 Est. Cost $65.50 Unrealized +26.7%
ADI Analog Devices, Inc. 0.0%
Value ($000) $230 Shares 1,972 Est. Cost $99.37 Unrealized +7.1%
TT Ingersoll-Rand Plc 0.0%
Value ($000) $230 Shares 1,900 Est. Cost $104.68 Unrealized 0.0%
CRL Charles Riv Labs Intl Inc Com 0.0%
Value ($000) $226 Shares 997 Est. Cost $207.53 Unrealized 0.0%
GD General Dynamics Corporation 0.0%
Value ($000) $221 Shares 1,600 Est. Cost $120.32 Unrealized +8.9%
CB Chubb Limited 0.0%
Value ($000) $217 Shares 1,871 Est. Cost $110.74 Unrealized +4.6%
UNP Union Pacific Corporation 0.0%
Value ($000) $213 Shares 1,081 Est. Cost $149.03 Unrealized +10.6%
Cooper Cos Inc Com New 0.0%
Value ($000) $208 Shares 616 Est. Cost $337.66 Unrealized
EFX Equifax Inc. 0.0%
Value ($000) $204 Shares 1,300 Est. Cost $157.47 Unrealized 0.0%
2U Inc Com 0.0%
Value ($000) $203 Shares 6,000 Est. Cost $38.00 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $203 Shares 1,820 Est. Cost $112.09 Unrealized
INFY Infosys Ltd Sponsored Adr 0.0%
Value ($000) $197 Shares 14,238 Est. Cost $8.41 Unrealized
Oncternal Therapeutics Inc Com 0.0%
Value ($000) $119 Shares 70,211 Est. Cost $6.67 Unrealized
ITUB Itau Unibanco Holding S.A. Sponsored ADR Pfd 0.0%
Value ($000) $43 Shares 10,753 Est. Cost $4.65 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR 0.0%
Value ($000) $35 Shares 12,877 Est. Cost $7.44 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $31 Shares 13,745 Est. Cost $4.54 Unrealized
CNTTQ Canntrust Hldgs Inc Shs 0.0%
Value ($000) $11 Shares 40,000 Est. Cost $7.87 Unrealized -95.8%