Aureus Asset Management, LLC Diversified Active

CIK: 0001381296 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $1,264,100 (100.0% shares, 0.0% debt)

Holdings (180)

MSFT Microsoft Corporation 5.2%
Value ($000) $65,723 Shares 227,967 Est. Cost $137.28 Unrealized +81.7%
AAPL Apple Inc. 4.2%
Value ($000) $52,914 Shares 320,883 Est. Cost $87.70 Unrealized +65.9%
GOOGL Alphabet Inc. Class A 4.1%
Value ($000) $51,949 Shares 500,808 Est. Cost $106.76 Unrealized -10.8%
V Visa Inc. Class A 4.0%
Value ($000) $50,450 Shares 223,767 Est. Cost $104.73 Unrealized +108.0%
AMZN Amazon.Com, Inc. 3.4%
Value ($000) $43,291 Shares 419,123 Est. Cost $122.45 Unrealized -21.1%
BX Blackstone Group L.P. 3.2%
Value ($000) $40,522 Shares 461,319 Est. Cost $46.84 Unrealized +73.3%
WCN Waste Connections, Inc. 2.9%
Value ($000) $36,287 Shares 260,928 Est. Cost $75.09 Unrealized +74.0%
CRM Salesforce.Com, Inc. 2.8%
Value ($000) $35,784 Shares 179,116 Est. Cost $116.18 Unrealized +43.6%
AMT American Tower Corporation 2.7%
Value ($000) $34,513 Shares 168,899 Est. Cost $130.61 Unrealized +45.2%
SPGI S&P Global Inc. 2.7%
Value ($000) $33,974 Shares 98,541 Est. Cost $259.15 Unrealized +32.6%
BAH Booz Allen Hamilton Holding Corporation Class A 2.7%
Value ($000) $33,801 Shares 364,672 Est. Cost $50.83 Unrealized +76.2%
UNH Unitedhealth Group Incorporated 2.6%
Value ($000) $33,477 Shares 70,838 Est. Cost $307.86 Unrealized +48.5%
AXP American Express Company 2.6%
Value ($000) $32,878 Shares 199,323 Est. Cost $124.81 Unrealized +28.2%
ADBE Adobe Systems Incorporated 2.6%
Value ($000) $32,514 Shares 84,372 Est. Cost $425.54 Unrealized -16.5%
SCHW Charles Schwab Corporation 2.5%
Value ($000) $32,111 Shares 613,041 Est. Cost $47.44 Unrealized +48.0%
BKNG Booking Holdings Inc 2.4%
Value ($000) $30,578 Shares 11,528 Est. Cost $1955.30 Unrealized +22.4%
HD Home Depot, Inc. 2.4%
Value ($000) $30,351 Shares 102,844 Est. Cost $207.09 Unrealized +37.4%
SHW Sherwin-Williams Company 2.4%
Value ($000) $29,793 Shares 132,550 Est. Cost $216.16 Unrealized +3.1%
FTV Fortive Corp. 2.3%
Value ($000) $29,523 Shares 433,083 Est. Cost $47.46 Unrealized +4.7%
TMO Thermo Fisher Scientific Inc. 2.3%
Value ($000) $29,380 Shares 50,975 Est. Cost $182.14 Unrealized +206.7%
WAB Wabtec Corporation 2.3%
Value ($000) $28,712 Shares 284,111 Est. Cost $76.11 Unrealized +32.1%
META Meta Platforms Inc. 2.1%
Value ($000) $27,152 Shares 128,110 Est. Cost $177.85 Unrealized -4.9%
AWK American Water Works Company, Inc. 2.1%
Value ($000) $26,877 Shares 183,477 Est. Cost $66.14 Unrealized +110.0%
HQY Healthequity Inc 2.1%
Value ($000) $26,505 Shares 451,449 Est. Cost $51.79 Unrealized +17.2%
CHTR Charter Communications, Inc. Class A 2.0%
Value ($000) $25,057 Shares 70,068 Est. Cost $341.06 Unrealized +9.5%
ORLY O'Reilly Automotive, Inc. 1.8%
Value ($000) $23,343 Shares 27,495 Est. Cost $30.97 Unrealized +76.9%
ADSK Autodesk, Inc. 1.8%
Value ($000) $22,634 Shares 108,734 Est. Cost $272.10 Unrealized -24.3%
PYPL Paypal Holdings Inc. 1.8%
Value ($000) $22,511 Shares 296,427 Est. Cost $73.76 Unrealized +4.2%
ALGN Align Technology Inc Com 1.7%
Value ($000) $21,854 Shares 65,405 Est. Cost $249.78 Unrealized +18.1%
INMD Inmode Ltd Shs 1.4%
Value ($000) $17,811 Shares 557,283 Est. Cost $34.25 Unrealized 0.0%
KMX Carmax Inc Com 1.2%
Value ($000) $15,628 Shares 243,131 Est. Cost $66.93 Unrealized 0.0%
NEE Nextera Energy, Inc. 1.2%
Value ($000) $14,741 Shares 191,239 Est. Cost $70.48 Unrealized +0.3%
AVGO Broadcom Limited 0.7%
Value ($000) $9,214 Shares 14,362 Est. Cost $37.58 Unrealized +53.2%
IVV Ishares Core S&P 500 Etf 0.7%
Value ($000) $8,651 Shares 21,044 Est. Cost $287.11 Unrealized
JNJ Johnson & Johnson 0.6%
Value ($000) $7,097 Shares 45,786 Est. Cost $121.90 Unrealized +21.3%
ABT Abbott Laboratories 0.5%
Value ($000) $6,935 Shares 68,487 Est. Cost $75.99 Unrealized +31.6%
CMCSA Comcast Corporation Class A 0.5%
Value ($000) $6,422 Shares 169,400 Est. Cost $35.45 Unrealized -2.3%
STE Steris Plc 0.5%
Value ($000) $6,277 Shares 32,817 Est. Cost $181.34 Unrealized +3.9%
MDLZ Mondelez Intl Inc. Class A 0.5%
Value ($000) $5,939 Shares 85,179 Est. Cost $51.98 Unrealized +17.6%
WMG Warner Music Group Corp 0.5%
Value ($000) $5,881 Shares 176,245 Est. Cost $30.03 Unrealized +4.3%
SPY Spdr S&P 500 Etf Trust 0.5%
Value ($000) $5,874 Shares 14,348 Est. Cost $229.71 Unrealized
CBT Cabot Corporation 0.4%
Value ($000) $5,186 Shares 67,664 Est. Cost $27.67 Unrealized +155.1%
MS Morgan Stanley 0.4%
Value ($000) $5,068 Shares 57,717 Est. Cost $80.96 Unrealized +4.8%
HON Honeywell International Inc. 0.4%
Value ($000) $5,064 Shares 26,496 Est. Cost $147.88 Unrealized +19.5%
KO Coca-Cola Company 0.4%
Value ($000) $5,014 Shares 80,837 Est. Cost $46.92 Unrealized +18.1%
GLPI Gaming And Leisure Properties, Inc. 0.4%
Value ($000) $4,756 Shares 91,362 Est. Cost $42.21 Unrealized
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $4,744 Shares 45,614 Est. Cost $101.82 Unrealized -5.9%
WMB Williams Companies, Inc. 0.4%
Value ($000) $4,687 Shares 156,957 Est. Cost $24.22 Unrealized +12.1%
MOG/A Moog Inc. Class A 0.4%
Value ($000) $4,555 Shares 45,210 Est. Cost $91.85 Unrealized +2.7%
JPM Jpmorgan Chase & Co. 0.4%
Value ($000) $4,534 Shares 34,795 Est. Cost $80.23 Unrealized +59.7%
AMAT Applied Materials, Inc. 0.3%
Value ($000) $4,389 Shares 35,735 Est. Cost $69.66 Unrealized +60.6%
OTIS Otis Worldwide Corporation 0.3%
Value ($000) $4,338 Shares 51,392 Est. Cost $72.66 Unrealized +8.6%
CME Cme Group Inc. Class A 0.3%
Value ($000) $4,020 Shares 20,989 Est. Cost $156.62 Unrealized +3.4%
IWD Ishares Russell 1000 Value Etf 0.3%
Value ($000) $3,933 Shares 25,831 Est. Cost $124.42 Unrealized
BR Broadridge Financial Solutions, Inc. 0.3%
Value ($000) $3,929 Shares 26,804 Est. Cost $130.51 Unrealized +4.4%
BRK/A Berkshire Hathaway Inc. Class A 0.3%
Value ($000) $3,725 Shares 8 Est. Cost $420338.80 Unrealized +11.1%
BF/B Brown-Forman Corporation Class B 0.3%
Value ($000) $3,358 Shares 52,251 Est. Cost $68.35 Unrealized -10.6%
VWO Vanguard Ftse Emerging Markets Etf 0.3%
Value ($000) $3,345 Shares 82,803 Est. Cost $41.74 Unrealized
PG Procter & Gamble Company 0.3%
Value ($000) $3,162 Shares 21,268 Est. Cost $113.43 Unrealized +17.4%
VAC Marriott Vacations Worldwide Corp. 0.2%
Value ($000) $3,006 Shares 22,292 Est. Cost $139.35 Unrealized +6.5%
DHR Danaher Corporation 0.2%
Value ($000) $3,004 Shares 11,918 Est. Cost $67.33 Unrealized +232.8%
BMY Bristol-Myers Squibb Company 0.2%
Value ($000) $2,937 Shares 42,370 Est. Cost $61.16 Unrealized +0.6%
LMT Lockheed Martin Corporation 0.2%
Value ($000) $2,931 Shares 6,200 Est. Cost $338.00 Unrealized +28.2%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $2,613 Shares 23,828 Est. Cost $61.20 Unrealized +63.7%
BIV Vanguard Intermediate Term Bond Index Fund 0.2%
Value ($000) $2,506 Shares 32,657 Est. Cost $81.54 Unrealized
ADP Automatic Data Processing, Inc. 0.2%
Value ($000) $2,457 Shares 11,036 Est. Cost $132.69 Unrealized +59.4%
VUG Vanguard Growth Index Fund 0.2%
Value ($000) $2,444 Shares 9,797 Est. Cost $113.86 Unrealized
MCB Metropolitan Bk Hldg Corp Com 0.2%
Value ($000) $2,416 Shares 71,284 Est. Cost $51.58 Unrealized 0.0%
VO Vanguard Mid-Cap Index Fund 0.2%
Value ($000) $2,149 Shares 10,187 Est. Cost $156.49 Unrealized
VEA Vanguard Ftse Developed Markets Etf 0.1%
Value ($000) $1,811 Shares 40,094 Est. Cost $40.36 Unrealized
IWM Ishares Russell 2000 Etf 0.1%
Value ($000) $1,805 Shares 10,120 Est. Cost $163.71 Unrealized
PM Philip Morris International Inc. 0.1%
Value ($000) $1,765 Shares 18,151 Est. Cost $76.59 Unrealized +13.5%
DBC Powershares DB Commodity Index Tracking Fund 0.1%
Value ($000) $1,683 Shares 70,900 Est. Cost $17.68 Unrealized
BRK/B Berkshire Hathaway Inc. Class B 0.1%
Value ($000) $1,678 Shares 5,434 Est. Cost $166.82 Unrealized +84.7%
RTX Raytheon Technologies Corporation 0.1%
Value ($000) $1,669 Shares 17,041 Est. Cost $74.48 Unrealized +23.9%
NICE Nice Systems Ltd. Sponsored Adr 0.1%
Value ($000) $1,648 Shares 7,200 Est. Cost $69.72 Unrealized
VONV Vanguard Russell 1000 Value Index Fund 0.1%
Value ($000) $1,460 Shares 21,858 Est. Cost $78.90 Unrealized
EEM Ishares Msci Emerging Markets Etf 0.1%
Value ($000) $1,453 Shares 36,825 Est. Cost $40.66 Unrealized
CARR Carrier Global Corporation 0.1%
Value ($000) $1,453 Shares 31,754 Est. Cost $42.80 Unrealized +0.7%
HSY Hershey Company 0.1%
Value ($000) $1,418 Shares 5,575 Est. Cost $150.65 Unrealized +44.2%
CAT Caterpillar Inc. 0.1%
Value ($000) $1,330 Shares 5,811 Est. Cost $211.58 Unrealized +9.0%
LLY Eli Lilly And Company 0.1%
Value ($000) $1,219 Shares 3,549 Est. Cost $255.52 Unrealized +29.1%
CVX Chevron Corporation 0.1%
Value ($000) $1,113 Shares 6,823 Est. Cost $100.02 Unrealized +48.4%
MRK Merck & Co., Inc. 0.1%
Value ($000) $1,087 Shares 10,216 Est. Cost $51.51 Unrealized +91.6%
PEP Pepsico, Inc. 0.1%
Value ($000) $1,074 Shares 5,893 Est. Cost $160.89 Unrealized -1.4%
TRV Travelers Companies, Inc. 0.1%
Value ($000) $1,016 Shares 5,930 Est. Cost $141.30 Unrealized +21.7%
MTD Mettler-Toledo International Inc. 0.1%
Value ($000) $1,002 Shares 655 Est. Cost $733.14 Unrealized +104.9%
LVS Las Vegas Sands Corp. 0.1%
Value ($000) $958 Shares 16,679 Est. Cost $33.04 Unrealized +61.8%
PNC Pnc Financial Services Group, Inc. 0.1%
Value ($000) $922 Shares 7,257 Est. Cost $127.18 Unrealized +5.9%
LPLA Lpl Finl Hldgs Inc Com 0.1%
Value ($000) $902 Shares 4,455 Est. Cost $79.40 Unrealized +187.9%
BSV Vanguard Short-Term Bond Index Fund 0.1%
Value ($000) $898 Shares 11,740 Est. Cost $75.70 Unrealized
SBUX Starbucks Corporation 0.1%
Value ($000) $891 Shares 8,554 Est. Cost $61.36 Unrealized +58.2%
CHD Church & Dwight Co., Inc. 0.1%
Value ($000) $889 Shares 10,055 Est. Cost $79.13 Unrealized +2.0%
DIS Walt Disney Company 0.1%
Value ($000) $801 Shares 8,001 Est. Cost $140.92 Unrealized -30.1%
Cambridge Bancorp Com 0.1%
Value ($000) $785 Shares 12,107 Est. Cost $81.49 Unrealized
TXN Texas Instruments Incorporated 0.1%
Value ($000) $779 Shares 4,188 Est. Cost $145.36 Unrealized +11.0%
L Loews Corp Com 0.1%
Value ($000) $777 Shares 13,393 Est. Cost $55.15 Unrealized +6.4%
FISV Fiserv Inc Com 0.1%
Value ($000) $772 Shares 6,830 Est. Cost $68.29 Unrealized +61.1%
VRTX Vertex Pharmaceuticals Incorporated 0.1%
Value ($000) $751 Shares 2,383 Est. Cost $139.86 Unrealized +114.5%
WMT Wal-Mart Stores, Inc. 0.1%
Value ($000) $748 Shares 5,076 Est. Cost $43.93 Unrealized +4.2%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $736 Shares 14,075 Est. Cost $33.60 Unrealized +33.5%
DE Deere & Company 0.1%
Value ($000) $711 Shares 1,721 Est. Cost $363.01 Unrealized +9.4%
BA Boeing Company 0.1%
Value ($000) $698 Shares 3,284 Est. Cost $163.57 Unrealized +27.0%
NFLX Netflix, Inc. 0.1%
Value ($000) $691 Shares 2,000 Est. Cost $47.51 Unrealized -30.3%
MLM Martin Marietta Materials, Inc. 0.1%
Value ($000) $682 Shares 1,922 Est. Cost $366.09 Unrealized -5.8%
SITE Siteone Landscape Supply Inc Com 0.1%
Value ($000) $650 Shares 4,750 Est. Cost $54.62 Unrealized +157.9%
VIG Vanguard Dividend Appreciation Index Fund 0.1%
Value ($000) $638 Shares 4,144 Est. Cost $132.74 Unrealized
POOL Pool Corporation Com 0.0%
Value ($000) $606 Shares 1,771 Est. Cost $151.18 Unrealized +125.4%
MO Altria Group, Inc. 0.0%
Value ($000) $592 Shares 13,260 Est. Cost $34.00 Unrealized +6.7%
IWL Ishares Russell Top 200 Etf 0.0%
Value ($000) $584 Shares 6,000 Est. Cost $89.97 Unrealized
VZ Verizon Communications Inc. 0.0%
Value ($000) $573 Shares 14,734 Est. Cost $37.46 Unrealized -12.7%
UTHR United Therapeutics Corp Del Com 0.0%
Value ($000) $560 Shares 2,500 Est. Cost $190.51 Unrealized +29.4%
SYY Sysco Corporation 0.0%
Value ($000) $538 Shares 6,965 Est. Cost $51.30 Unrealized +37.8%
PAYX Paychex, Inc. 0.0%
Value ($000) $536 Shares 4,681 Est. Cost $61.89 Unrealized +68.5%
IDXX Idexx Laboratories, Inc. 0.0%
Value ($000) $534 Shares 1,068 Est. Cost $131.63 Unrealized +263.6%
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $525 Shares 21,384 Est. Cost $25.02 Unrealized -11.8%
TD Toronto-Dominion Bank 0.0%
Value ($000) $497 Shares 8,300 Est. Cost $64.60 Unrealized +0.0%
ADI Analog Devices, Inc. 0.0%
Value ($000) $494 Shares 2,504 Est. Cost $119.24 Unrealized +43.0%
IPGP Ipg Photonics Corporation 0.0%
Value ($000) $493 Shares 4,000 Est. Cost $95.16 Unrealized +21.7%
XLK Technology Select Sector Spdr Fund 0.0%
Value ($000) $467 Shares 3,090 Est. Cost $124.44 Unrealized
PFE Pfizer Inc. 0.0%
Value ($000) $459 Shares 11,254 Est. Cost $40.19 Unrealized -9.1%
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $458 Shares 2,210 Est. Cost $276.43 Unrealized -36.9%
AEP American Electric Power Company, Inc. 0.0%
Value ($000) $440 Shares 4,834 Est. Cost $71.65 Unrealized +14.5%
Blackrock, Inc. 0.0%
Value ($000) $424 Shares 634 Est. Cost $851.79 Unrealized
SYK Stryker Corporation 0.0%
Value ($000) $421 Shares 1,475 Est. Cost $163.33 Unrealized +57.8%
SLB Schlumberger Nv 0.0%
Value ($000) $417 Shares 8,503 Est. Cost $35.52 Unrealized +39.1%
MCD Mcdonald'S Corporation 0.0%
Value ($000) $416 Shares 1,488 Est. Cost $210.88 Unrealized +18.8%
ITOT Ishares Core S&P Total U.S. Stock Market Etf 0.0%
Value ($000) $414 Shares 4,573 Est. Cost $84.80 Unrealized
ABBV Abbvie, Inc. 0.0%
Value ($000) $413 Shares 2,594 Est. Cost $130.93 Unrealized +5.5%
COHR Ii-Vi Incorporated 0.0%
Value ($000) $409 Shares 10,740 Est. Cost $47.89 Unrealized -15.0%
ALNY Alnylam Pharmaceuticals, Inc 0.0%
Value ($000) $408 Shares 2,035 Est. Cost $152.35 Unrealized +38.0%
Te Connectivity Ltd. 0.0%
Value ($000) $392 Shares 2,989 Est. Cost $129.98 Unrealized
VTIP Vanguard Short-Term Inflation-Protected Securities Etf 0.0%
Value ($000) $383 Shares 8,000 Est. Cost $46.71 Unrealized
ACN Accenture Plc 0.0%
Value ($000) $373 Shares 1,304 Est. Cost $213.40 Unrealized +22.5%
ORCL Oracle Corporation 0.0%
Value ($000) $370 Shares 3,980 Est. Cost $73.20 Unrealized +15.8%
GD General Dynamics Corporation 0.0%
Value ($000) $365 Shares 1,600 Est. Cost $120.32 Unrealized +81.0%
GNRC Generac Holdings Inc. 0.0%
Value ($000) $346 Shares 3,200 Est. Cost $58.44 Unrealized +97.9%
COST Costco Wholesale Corporation 0.0%
Value ($000) $343 Shares 690 Est. Cost $321.19 Unrealized +46.7%
T At&T Inc. 0.0%
Value ($000) $337 Shares 17,487 Est. Cost $16.21 Unrealized +0.9%
ATEX Anterix Inc Com 0.0%
Value ($000) $328 Shares 9,930 Est. Cost $58.63 Unrealized -44.1%
XYL Xylem Inc. 0.0%
Value ($000) $325 Shares 3,100 Est. Cost $45.12 Unrealized +123.6%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored Adr 0.0%
Value ($000) $318 Shares 3,420 Est. Cost $93.02 Unrealized
ACGL Arch Cap Group Ltd Ord 0.0%
Value ($000) $307 Shares 4,520 Est. Cost $44.21 Unrealized +41.3%
A Agilent Technologies, Inc. 0.0%
Value ($000) $304 Shares 2,195 Est. Cost $132.25 Unrealized +8.3%
IBN Icici Bank Limited Sponsored Adr 0.0%
Value ($000) $296 Shares 13,702 Est. Cost $21.81 Unrealized
VOO Vanguard S&P 500 Index Fund 0.0%
Value ($000) $280 Shares 744 Est. Cost $415.09 Unrealized
AMGN Amgen Inc. 0.0%
Value ($000) $279 Shares 1,153 Est. Cost $242.73 Unrealized -7.7%
Cooper Cos Inc Com New 0.0%
Value ($000) $276 Shares 739 Est. Cost $373.36 Unrealized
BSY Bentley Sys Inc Com Cl B 0.0%
Value ($000) $270 Shares 6,283 Est. Cost $39.18 Unrealized 0.0%
EFX Equifax Inc. 0.0%
Value ($000) $264 Shares 1,300 Est. Cost $157.47 Unrealized +29.5%
LIN Linde Plc Com 0.0%
Value ($000) $255 Shares 718 Est. Cost $322.30 Unrealized 0.0%
PANW Palo Alto Networks, Inc. 0.0%
Value ($000) $253 Shares 1,268 Est. Cost $84.74 Unrealized 0.0%
XEL Xcel Energy Inc. 0.0%
Value ($000) $251 Shares 3,720 Est. Cost $60.38 Unrealized +1.0%
NVDA Nvidia Corporation 0.0%
Value ($000) $236 Shares 849 Est. Cost $21.62 Unrealized 0.0%
Ansys, Inc. 0.0%
Value ($000) $233 Shares 701 Est. Cost $332.80 Unrealized
BDX Becton, Dickinson And Company 0.0%
Value ($000) $231 Shares 932 Est. Cost $238.04 Unrealized -2.4%
AZN Astrazeneca Plc Sponsored Adr 0.0%
Value ($000) $230 Shares 3,319 Est. Cost $67.80 Unrealized
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $230 Shares 723 Est. Cost $302.16 Unrealized 0.0%
NDSN Nordson Corp Com 0.0%
Value ($000) $223 Shares 1,004 Est. Cost $189.50 Unrealized +16.4%
NEOG Neogen Corporation 0.0%
Value ($000) $222 Shares 12,000 Est. Cost $33.68 Unrealized -44.2%
YUM Yum! Brands, Inc. 0.0%
Value ($000) $220 Shares 1,666 Est. Cost $114.06 Unrealized +6.7%
TEAM Atlassian Corporation 0.0%
Value ($000) $220 Shares 1,284 Est. Cost $159.52 Unrealized 0.0%
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $220 Shares 717 Est. Cost $181.37 Unrealized +73.5%
Aspen Technology Inc Com 0.0%
Value ($000) $219 Shares 956 Est. Cost $228.87 Unrealized
TER Teradyne, Inc. 0.0%
Value ($000) $215 Shares 2,000 Est. Cost $101.02 Unrealized 0.0%
IBKR Interactive Brokers Group Inc Com Cl A 0.0%
Value ($000) $215 Shares 2,600 Est. Cost $20.03 Unrealized 0.0%
UNP Union Pacific Corporation 0.0%
Value ($000) $214 Shares 1,065 Est. Cost $189.39 Unrealized 0.0%
BSX Boston Scientific Corporation 0.0%
Value ($000) $212 Shares 4,245 Est. Cost $42.02 Unrealized +12.1%
IEFA Ishares Core Msci Eafe Etf 0.0%
Value ($000) $212 Shares 3,171 Est. Cost $71.88 Unrealized
NVO Novo Nordisk A/S Sponsored Adr Class B 0.0%
Value ($000) $211 Shares 1,326 Est. Cost $159.14 Unrealized
STZ Constellation Brands, Inc. Class A 0.0%
Value ($000) $206 Shares 911 Est. Cost $102.14 Unrealized +106.6%
DEO Diageo Plc Sponsored Adr 0.0%
Value ($000) $202 Shares 1,116 Est. Cost $181.18 Unrealized
CP Canadian Pacific Railway Limited 0.0%
Value ($000) $201 Shares 2,615 Est. Cost $75.65 Unrealized 0.0%
EBC Eastern Bankshares Inc Com 0.0%
Value ($000) $164 Shares 13,011 Est. Cost $12.50 Unrealized +12.6%
ASX Ase Technology Hldg Co Ltd Sponsored Ads 0.0%
Value ($000) $140 Shares 17,545 Est. Cost $7.97 Unrealized
MPT Medical Pptys Trust Inc Com 0.0%
Value ($000) $82 Shares 10,000 Est. Cost $8.22 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored Adr 0.0%
Value ($000) $74 Shares 10,554 Est. Cost $7.05 Unrealized
ABEV Ambev Sa Sponsored Adr 0.0%
Value ($000) $48 Shares 16,856 Est. Cost $2.82 Unrealized
ADSE Ads Tec Energy Plc Shs 0.0%
Value ($000) $41 Shares 15,000 Est. Cost $9.91 Unrealized -70.5%
Oncternal Therapeutics Inc Com 0.0%
Value ($000) $24 Shares 30,211 Est. Cost $6.67 Unrealized