Thomas J. Herzfeld Advisors, Inc. Diversified Active

CIK: 0001509510 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 12, 2020

Total Value ($000): $204,031 (100.0% shares, 0.0% debt)

Holdings (290)

Highland Floating Rate Opportunities Fund 9.2%
Value ($000) $18,756 Shares 2,315,558 Est. Cost $10.97 Unrealized
NXDT NexPoint Credit Strategies Fund 8.7%
Value ($000) $17,724 Shares 1,842,396 Est. Cost $17.27 Unrealized
Cornerstone Strategic Value Fund Inc 5.6%
Value ($000) $11,332 Shares 1,052,156 Est. Cost $11.10 Unrealized
Nuveen Credit Strategies Income Fund 4.9%
Value ($000) $10,088 Shares 1,715,643 Est. Cost $7.78 Unrealized
PGIM Global Short Duration High Yield Fund, Inc. 4.3%
Value ($000) $8,771 Shares 665,465 Est. Cost $13.32 Unrealized
Eaton Vance Limited Duration Income Fund 4.3%
Value ($000) $8,681 Shares 747,758 Est. Cost $12.53 Unrealized
PGIM Short Duration High Yield Fund, Inc. 4.2%
Value ($000) $8,604 Shares 628,021 Est. Cost $13.90 Unrealized
Central Securities Corp 3.2%
Value ($000) $6,566 Shares 227,034 Est. Cost $24.19 Unrealized
Boulder Growth & Income Fund Inc 2.4%
Value ($000) $4,968 Shares 506,975 Est. Cost $8.89 Unrealized
MTZ MasTec Inc 2.2%
Value ($000) $4,590 Shares 102,297 Est. Cost $31.33 Unrealized +21.0%
Cornerstone Total Rtrn Fd In 2.2%
Value ($000) $4,513 Shares 433,073 Est. Cost $11.12 Unrealized
Aberdeen Asia Pacific In Com 2.0%
Value ($000) $4,076 Shares 996,456 Est. Cost $4.00 Unrealized
Apollo Tactical Income Fund Inc 1.9%
Value ($000) $3,786 Shares 301,414 Est. Cost $15.39 Unrealized
ProShares UltraShort S&P50 1.6%
Value ($000) $3,175 Shares 184,385 Est. Cost $17.22 Unrealized
Adams Diversified Equity Fund Inc 1.5%
Value ($000) $2,966 Shares 189,156 Est. Cost $13.35 Unrealized
XPMAX Pioneer Municipal High Income Advantage Trust 1.4%
Value ($000) $2,801 Shares 249,160 Est. Cost $10.35 Unrealized
PIMCO Dynamic Credit and Mortgage Income Fund 1.3%
Value ($000) $2,684 Shares 138,436 Est. Cost $19.39 Unrealized
General American Investors Co Inc 1.2%
Value ($000) $2,421 Shares 72,927 Est. Cost $33.98 Unrealized
AllianzGI Artificial Intelligence Opp Fund 1.1%
Value ($000) $2,337 Shares 111,648 Est. Cost $19.03 Unrealized
BlackRock Enhanced International Dividend Trust 1.1%
Value ($000) $2,311 Shares 422,436 Est. Cost $5.89 Unrealized
Western Asset High Incm Fd 1.1%
Value ($000) $2,280 Shares 348,617 Est. Cost $5.01 Unrealized
CCIF Vertical Capital Income Fund 1.1%
Value ($000) $2,279 Shares 235,680 Est. Cost $9.12 Unrealized
XAWPX Aberdeen Global Premier Properties Fund 1.1%
Value ($000) $2,207 Shares 455,002 Est. Cost $6.41 Unrealized
BPOP Popular Inc 1.0%
Value ($000) $2,053 Shares 55,230 Est. Cost $28.10 Unrealized +12.0%
NEE NextEra Energy Inc 1.0%
Value ($000) $2,044 Shares 7,283 Est. Cost $31.60 Unrealized +64.5%
BlackRock Debt Strategies Fund 1.0%
Value ($000) $1,994 Shares 203,506 Est. Cost $10.31 Unrealized
Rivernorth Doubleline Strate 0.9%
Value ($000) $1,918 Shares 134,602 Est. Cost $13.07 Unrealized
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund 0.9%
Value ($000) $1,783 Shares 157,900 Est. Cost $11.22 Unrealized
RCL Royal Caribbean Cruises Ltd 0.9%
Value ($000) $1,767 Shares 35,120 Est. Cost $57.73 Unrealized -23.0%
BrandywineGLOBAL - Global Income Opportunities Fund Inc. 0.9%
Value ($000) $1,749 Shares 139,604 Est. Cost $11.76 Unrealized
First Tr Inter Dur Pfd & In 0.8%
Value ($000) $1,728 Shares 78,891 Est. Cost $18.18 Unrealized
The Herzfeld Caribbean Basin Fund Inc 0.8%
Value ($000) $1,702 Shares 489,193 Est. Cost $7.53 Unrealized
RMR Real Estate Income Fund 0.8%
Value ($000) $1,700 Shares 148,366 Est. Cost $19.46 Unrealized
Aberdeen Total Dynamic Dividend Fund 0.8%
Value ($000) $1,683 Shares 213,247 Est. Cost $8.82 Unrealized
FBP First BanCorp/Puerto Rico 0.8%
Value ($000) $1,618 Shares 289,477 Est. Cost $4.92 Unrealized -7.7%
BlackRock Health Sciences Trust II 0.7%
Value ($000) $1,520 Shares 67,246 Est. Cost $22.60 Unrealized
Aberdeen Global Dynamic Dividend Fund 0.7%
Value ($000) $1,518 Shares 167,046 Est. Cost $10.31 Unrealized
Medley Capital Corporation 0.7%
Value ($000) $1,447 Shares 102,371 Est. Cost $14.13 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 0.6%
Value ($000) $1,260 Shares 76,717 Est. Cost $39.74 Unrealized -63.1%
PGT Innovations Inc 0.6%
Value ($000) $1,209 Shares 77,117 Est. Cost $14.07 Unrealized
FDP Fresh Del Monte Produce Inc 0.6%
Value ($000) $1,203 Shares 48,850 Est. Cost $36.53 Unrealized -38.0%
Eaton Vance Short Duration Diversified Income Fund 0.6%
Value ($000) $1,191 Shares 105,325 Est. Cost $11.96 Unrealized
PIMCO High Income Fund 0.6%
Value ($000) $1,181 Shares 228,027 Est. Cost $5.18 Unrealized
LEN Lennar Corp 0.6%
Value ($000) $1,140 Shares 18,500 Est. Cost $35.37 Unrealized +33.7%
Western Asset Mortgage Opp Fund Inc. 0.5%
Value ($000) $1,089 Shares 76,897 Est. Cost $13.36 Unrealized
CPA Copa Holdings SA 0.5%
Value ($000) $1,024 Shares 20,250 Est. Cost $81.78 Unrealized -52.0%
CWCO Consolidated Water Co Ltd 0.5%
Value ($000) $1,010 Shares 70,025 Est. Cost $8.64 Unrealized +50.1%
BIL SPDR Ser Tr 0.5%
Value ($000) $1,000 Shares 10,919 Est. Cost $91.49 Unrealized
Invesco Dynamic Credit Opportunities Fund 0.5%
Value ($000) $977 Shares 109,280 Est. Cost $8.42 Unrealized
Source Capital Inc 0.5%
Value ($000) $957 Shares 26,689 Est. Cost $37.35 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.4%
Value ($000) $906 Shares 14,610 Est. Cost $97.55 Unrealized
First Trust High Income Long/Short Fund 0.4%
Value ($000) $893 Shares 63,671 Est. Cost $14.98 Unrealized
Advent Claymore Convertible Securities and Income Fund 0.4%
Value ($000) $854 Shares 61,427 Est. Cost $13.21 Unrealized
Rivernorth Opportunistic Mun 0.4%
Value ($000) $787 Shares 36,895 Est. Cost $21.11 Unrealized
CX Cemex SAB de CV 0.4%
Value ($000) $779 Shares 270,645 Est. Cost $8.77 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.4%
Value ($000) $746 Shares 5,550 Est. Cost $109.19 Unrealized
ASR Grupo Aeroportuario del Sureste SAB de CV 0.4%
Value ($000) $741 Shares 6,600 Est. Cost $163.14 Unrealized
MFS Investment Grade Municipal Trust 0.4%
Value ($000) $720 Shares 73,658 Est. Cost $9.27 Unrealized
AllianceBernstern Global High Income Fund 0.3%
Value ($000) $701 Shares 65,892 Est. Cost $9.39 Unrealized
IHI iShares U.S. Medical Devices ETF 0.3%
Value ($000) $679 Shares 2,316 Est. Cost $240.65 Unrealized
SHY Ishares Tr 13 Yr 0.3%
Value ($000) $648 Shares 7,481 Est. Cost $84.12 Unrealized
MLM Martin Marietta Materials Inc 0.3%
Value ($000) $620 Shares 3,000 Est. Cost $99.70 Unrealized +85.7%
Bancolombia SA 0.3%
Value ($000) $612 Shares 23,280 Est. Cost $49.00 Unrealized
SEB Seaboard Corp 0.3%
Value ($000) $598 Shares 204 Est. Cost $2952.13 Unrealized +1.0%
XBFZX BlackRock Calif Mun Income 0.3%
Value ($000) $584 Shares 42,316 Est. Cost $12.68 Unrealized
VMC Vulcan Materials Co 0.3%
Value ($000) $579 Shares 5,000 Est. Cost $59.98 Unrealized +74.2%
VAC Marriott Vacations Worldwide Corp 0.3%
Value ($000) $555 Shares 6,745 Est. Cost $87.86 Unrealized -7.3%
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.3%
Value ($000) $550 Shares 5,400 Est. Cost $101.61 Unrealized
Western Asset Mun Hi Incm Fd 0.3%
Value ($000) $519 Shares 70,684 Est. Cost $7.27 Unrealized
OCCI OFS Credit Company Inc 0.2%
Value ($000) $504 Shares 58,769 Est. Cost $16.30 Unrealized
BlackRock Science and Technology Trust II 0.2%
Value ($000) $498 Shares 19,767 Est. Cost $25.19 Unrealized
ESRT Empire State Realty Trust Inc 0.2%
Value ($000) $488 Shares 73,894 Est. Cost $17.14 Unrealized
EVTC EVERTEC Inc 0.2%
Value ($000) $476 Shares 16,956 Est. Cost $20.34 Unrealized +26.6%
XMUIX BlackRock Muni Intermediate Duration Fund Inc 0.2%
Value ($000) $470 Shares 33,017 Est. Cost $13.44 Unrealized
CCL Carnival Corp 0.2%
Value ($000) $420 Shares 25,559 Est. Cost $38.00 Unrealized -60.6%
LIVN LivaNova PLC 0.2%
Value ($000) $388 Shares 8,330 Est. Cost $60.69 Unrealized -17.4%
Royce Value Trust Inc 0.2%
Value ($000) $374 Shares 28,544 Est. Cost $14.72 Unrealized
Pimco New York Municipal Income Fund II 0.2%
Value ($000) $368 Shares 33,841 Est. Cost $10.91 Unrealized
XMHIX Pioneer Municipal High Income Trust 0.2%
Value ($000) $352 Shares 29,344 Est. Cost $11.44 Unrealized
Western Asset/Claymore Inflation-Linked Securities & Income Fund 0.2%
Value ($000) $320 Shares 25,291 Est. Cost $11.60 Unrealized
AllianceBernstein National Municipal Income Fund Inc 0.2%
Value ($000) $315 Shares 22,745 Est. Cost $12.96 Unrealized
Nuveen Quality Municipal Income Fund 0.2%
Value ($000) $309 Shares 21,100 Est. Cost $13.73 Unrealized
Western Assest Intm Muni Fd 0.1%
Value ($000) $305 Shares 34,163 Est. Cost $9.03 Unrealized
BlackRock Munihldngs Cali QL 0.1%
Value ($000) $255 Shares 17,416 Est. Cost $12.64 Unrealized
Deutsche Municipal Income Trust 0.1%
Value ($000) $253 Shares 22,195 Est. Cost $11.53 Unrealized
Nuveen Ohio Qlty Mun Income 0.1%
Value ($000) $234 Shares 15,331 Est. Cost $14.72 Unrealized
Nuveen Real Asset Income and Growth Fund 0.1%
Value ($000) $224 Shares 18,344 Est. Cost $17.61 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $223 Shares 2,776 Est. Cost $45.06 Unrealized +39.5%
Principal Real Estate Income Fund 0.1%
Value ($000) $211 Shares 18,112 Est. Cost $18.59 Unrealized
SSSS Sutter Rock Cap Corp 0.1%
Value ($000) $202 Shares 16,000 Est. Cost $6.69 Unrealized 0.0%
America Movil SAB de CV 0.1%
Value ($000) $200 Shares 15,854 Est. Cost $21.75 Unrealized
Rivernorth Managed Duration Municipal Income Fund Inc. 0.1%
Value ($000) $190 Shares 10,947 Est. Cost $19.30 Unrealized
Eaton Vance Mun Bd Fd 0.1%
Value ($000) $179 Shares 13,488 Est. Cost $11.53 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $175 Shares 717 Est. Cost $117.19 Unrealized +63.6%
SVVC Firsthand Technology Value Fund, Inc. 0.1%
Value ($000) $172 Shares 35,166 Est. Cost $13.74 Unrealized -73.9%
Nuveen AMT-Free Quality Municipal Income Fund 0.1%
Value ($000) $168 Shares 11,528 Est. Cost $14.03 Unrealized
Nuveen Muni High Income Opp Fund 0.1%
Value ($000) $167 Shares 12,335 Est. Cost $12.44 Unrealized
Nuveen Mortgage and Income Fund 0.1%
Value ($000) $161 Shares 8,508 Est. Cost $18.92 Unrealized
PIMCO Strategic Income Fd 0.1%
Value ($000) $158 Shares 24,363 Est. Cost $6.23 Unrealized
TV Grupo Televisa SAB 0.1%
Value ($000) $149 Shares 28,400 Est. Cost $25.22 Unrealized
XVMMX Delaware Investments Minnesota Municipal Income Fund II Inc 0.1%
Value ($000) $145 Shares 11,218 Est. Cost $12.97 Unrealized
OXSQ Oxford Square Capital Corp. 0.1%
Value ($000) $141 Shares 50,759 Est. Cost $5.88 Unrealized -51.9%
CEF Sprott Physical Gold and Silver Trust 0.1%
Value ($000) $135 Shares 8,000 Est. Cost $13.25 Unrealized
MFS Municipal Income Trust 0.1%
Value ($000) $121 Shares 18,322 Est. Cost $6.50 Unrealized
XPZCX PIMCO California Municipal Income Fund III 0.1%
Value ($000) $116 Shares 10,814 Est. Cost $9.77 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.1%
Value ($000) $112 Shares 3,059 Est. Cost $21.00 Unrealized
DTF Tax-Free Income Inc 0.1%
Value ($000) $111 Shares 7,734 Est. Cost $14.35 Unrealized
Franklin Unvl Tr 0.1%
Value ($000) $106 Shares 15,168 Est. Cost $7.33 Unrealized
Eaton Vance Muni Income Trust 0.1%
Value ($000) $104 Shares 8,034 Est. Cost $12.19 Unrealized
Tri-Continental Corp 0.0%
Value ($000) $102 Shares 3,947 Est. Cost $23.12 Unrealized
NVS Novartis AG 0.0%
Value ($000) $101 Shares 1,232 Est. Cost $88.65 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $100 Shares 1,700 Est. Cost $46.14 Unrealized +3.9%
Inovio Pharmaceuticals Inc 0.0%
Value ($000) $97 Shares 5,000 Est. Cost $8.13 Unrealized
LLY Eli Lilly & Co 0.0%
Value ($000) $96 Shares 642 Est. Cost $74.56 Unrealized +93.0%
Nuveen New Jersey Quality Municipal Income Fund 0.0%
Value ($000) $89 Shares 6,456 Est. Cost $13.93 Unrealized
ASA Gold and Precious Metals Ltd 0.0%
Value ($000) $88 Shares 5,028 Est. Cost $3.78 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $86 Shares 80 Est. Cost $1075.00 Unrealized
Nuveen Amt- Free Mun Value Fd 0.0%
Value ($000) $82 Shares 5,000 Est. Cost $15.60 Unrealized
Nuveen Municipal Credit Opp Fund 0.0%
Value ($000) $82 Shares 6,372 Est. Cost $12.96 Unrealized
Adams Natural Resources Fund Inc 0.0%
Value ($000) $78 Shares 6,767 Est. Cost $19.95 Unrealized
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $73 Shares 4,000 Est. Cost $16.84 Unrealized
QQQ Invesco QQQ Tr 0.0%
Value ($000) $72 Shares 270 Est. Cost $155.56 Unrealized
SPY SPDR S&P 500 ETF Tr 0.0%
Value ($000) $72 Shares 220 Est. Cost $250.00 Unrealized
PIMCO NY Municipal Income Fd 0.0%
Value ($000) $71 Shares 5,966 Est. Cost $11.90 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $69 Shares 351 Est. Cost $108.56 Unrealized +27.0%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $68 Shares 225 Est. Cost $200.84 Unrealized +30.0%
VTOL Bristow Group, Inc. 0.0%
Value ($000) $63 Shares 4,491 Est. Cost $10.68 Unrealized 0.0%
Blackstone / GSO Long-Short Credit Income Fund 0.0%
Value ($000) $63 Shares 5,131 Est. Cost $12.28 Unrealized
Nuveen Pfd Securities Income Fund 0.0%
Value ($000) $62 Shares 6,781 Est. Cost $9.11 Unrealized
SONY Sony Corp 0.0%
Value ($000) $59 Shares 763 Est. Cost $38.19 Unrealized
Western Asset Municipal Partners Fund 0.0%
Value ($000) $56 Shares 3,793 Est. Cost $14.76 Unrealized
MFS High Yield Municipal Trust 0.0%
Value ($000) $55 Shares 12,637 Est. Cost $4.24 Unrealized
DWS Strategic Municipal Income Trust 0.0%
Value ($000) $55 Shares 5,000 Est. Cost $10.40 Unrealized
MDY SPDR S&P MidCap 400 ETF Tr 0.0%
Value ($000) $51 Shares 150 Est. Cost $300.00 Unrealized
Unilever N.V. 0.0%
Value ($000) $49 Shares 831 Est. Cost $55.64 Unrealized
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $49 Shares 887 Est. Cost $45.74 Unrealized -2.6%
Nuveen Multi-Market Income Fund Inc 0.0%
Value ($000) $46 Shares 6,719 Est. Cost $6.85 Unrealized
First Trust Aberdeen Global Opportunity Income Fund 0.0%
Value ($000) $45 Shares 4,276 Est. Cost $10.52 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $44 Shares 1,818 Est. Cost $19.36 Unrealized
Liberty All Star Growth Fund Inc 0.0%
Value ($000) $40 Shares 5,548 Est. Cost $5.53 Unrealized
The GDL Fund 0.0%
Value ($000) $37 Shares 4,531 Est. Cost $10.00 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $36 Shares 1,250 Est. Cost $28.80 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $35 Shares 2,769 Est. Cost $15.23 Unrealized
Virgin Galactic Holdings, Inc. 0.0%
Value ($000) $34 Shares 1,500 Est. Cost $12.89 Unrealized
Wells Fargo Advantage Multi-Sector Income Fund 0.0%
Value ($000) $33 Shares 2,953 Est. Cost $11.18 Unrealized
SE Sea Limited 0.0%
Value ($000) $32 Shares 258 Est. Cost $12.74 Unrealized
Gabelli Equity Trust Inc 0.0%
Value ($000) $30 Shares 5,937 Est. Cost $6.26 Unrealized
Forum Merger II Corp. Cl A 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $14.50 Unrealized
Liberty All Star Equity Fund 0.0%
Value ($000) $29 Shares 4,971 Est. Cost $5.92 Unrealized
XHNWX Pioneer Diversified High Income Trust 0.0%
Value ($000) $27 Shares 2,141 Est. Cost $12.61 Unrealized
INCY Incyte Corp 0.0%
Value ($000) $26 Shares 266 Est. Cost $54.31 Unrealized +77.5%
MSFT Microsoft Corp 0.0%
Value ($000) $25 Shares 124 Est. Cost $63.85 Unrealized +171.1%
Karyopharm Therapeutics Inc 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $31.87 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $24 Shares 30 Est. Cost $377.89 Unrealized +61.1%
ON ON Semiconductor Corporation 0.0%
Value ($000) $24 Shares 1,149 Est. Cost $19.87 Unrealized -18.0%
The Gabelli Dividend & Income Trust 0.0%
Value ($000) $23 Shares 1,260 Est. Cost $20.06 Unrealized
RCI Rogers Communications Inc 0.0%
Value ($000) $23 Shares 573 Est. Cost $52.16 Unrealized -20.1%
IPOB/U Social Capital Hedosophia Holdings Corp. III 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $11.00 Unrealized
AMZN Amazon Com Inc 0.0%
Value ($000) $22 Shares 7 Est. Cost $88.51 Unrealized +36.5%
ASML ASML Holding N V 0.0%
Value ($000) $21 Shares 58 Est. Cost $176.13 Unrealized
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $21 Shares 193 Est. Cost $83.71 Unrealized 0.0%
TSLA Tesla Inc 0.0%
Value ($000) $20 Shares 14 Est. Cost $54.10 Unrealized 0.0%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $18 Shares 186 Est. Cost $69.46 Unrealized +17.7%
MA MasterCard, Inc. 0.0%
Value ($000) $18 Shares 59 Est. Cost $273.34 Unrealized 0.0%
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $17 Shares 66 Est. Cost $169.80 Unrealized
Vivint Smart Home Inc. 0.0%
Value ($000) $17 Shares 4,000 Est. Cost $1.50 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $17 Shares 269 Est. Cost $47.48 Unrealized 0.0%
HD The Home Depot Inc 0.0%
Value ($000) $16 Shares 61 Est. Cost $142.44 Unrealized +40.2%
BlackRock Municipal 2030 Target Term Trust 0.0%
Value ($000) $15 Shares 607 Est. Cost $22.67 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $15 Shares 187 Est. Cost $46.08 Unrealized
TXN Texas Instruments, Inc 0.0%
Value ($000) $14 Shares 111 Est. Cost $99.52 Unrealized 0.0%
BlackRock, Inc. 0.0%
Value ($000) $14 Shares 24 Est. Cost $583.33 Unrealized
CNI Canadian National Railway Company 0.0%
Value ($000) $14 Shares 148 Est. Cost $77.70 Unrealized -3.8%
AVGO Broadcom, Inc. 0.0%
Value ($000) $13 Shares 40 Est. Cost $24.52 Unrealized 0.0%
APD Air products and Chemicals, Inc. 0.0%
Value ($000) $13 Shares 45 Est. Cost $182.28 Unrealized +9.0%
META Facebook, Inc. 0.0%
Value ($000) $13 Shares 53 Est. Cost $207.33 Unrealized 0.0%
HON Honeywell Intl, Inc. 0.0%
Value ($000) $12 Shares 81 Est. Cost $117.88 Unrealized 0.0%
ARYA SCIENCES ACQUIS UTS EXP 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.00 Unrealized
CCI Crown Castle Intl Corp. 0.0%
Value ($000) $12 Shares 70 Est. Cost $125.06 Unrealized 0.0%
PEP PepsiCo, Inc. 0.0%
Value ($000) $12 Shares 85 Est. Cost $90.16 Unrealized +22.9%
Virtus Total Return Fund Inc. 0.0%
Value ($000) $12 Shares 1,453 Est. Cost $10.88 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.0%
Value ($000) $12 Shares 1,679 Est. Cost $8.65 Unrealized
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $12 Shares 245 Est. Cost $40.12 Unrealized -7.8%
TCW Strategic Income Fund Inc 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $5.40 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value ($000) $12 Shares 31 Est. Cost $323.73 Unrealized 0.0%
VOD Vodafone Group plc ADR 0.0%
Value ($000) $12 Shares 816 Est. Cost $14.71 Unrealized
Marvell Technology Group Ltd 0.0%
Value ($000) $11 Shares 305 Est. Cost $36.07 Unrealized
DraftKings Inc. 0.0%
Value ($000) $11 Shares 330 Est. Cost $33.33 Unrealized
PACK Ranpak Hldgs Corp 0.0%
Value ($000) $11 Shares 1,309 Est. Cost $7.66 Unrealized -4.0%
VIAV Viacom Inc. 0.0%
Value ($000) $11 Shares 829 Est. Cost $13.12 Unrealized -8.6%
MorphoSys AG 0.0%
Value ($000) $10 Shares 304 Est. Cost $27.48 Unrealized
The New Germany Fund Inc 0.0%
Value ($000) $10 Shares 648 Est. Cost $16.53 Unrealized
GOOG Alphabet, Inc. Cl C 0.0%
Value ($000) $10 Shares 7 Est. Cost $66.98 Unrealized 0.0%
PTC PTC Inc. 0.0%
Value ($000) $10 Shares 113 Est. Cost $87.03 Unrealized -18.6%
Graf Industrial Corp 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $2.00 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $9 Shares 65 Est. Cost $124.24 Unrealized 0.0%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $9 Shares 90 Est. Cost $75.08 Unrealized 0.0%
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $8 Shares 11 Est. Cost $179.26 Unrealized 0.0%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $8 Shares 68 Est. Cost $93.00 Unrealized 0.0%
MCD McDonald's Corp 0.0%
Value ($000) $8 Shares 42 Est. Cost $104.77 Unrealized +53.7%
SBUX Starbucks Corp. 0.0%
Value ($000) $8 Shares 110 Est. Cost $66.33 Unrealized 0.0%
TFC Truist Financial Corp 0.0%
Value ($000) $8 Shares 221 Est. Cost $27.74 Unrealized 0.0%
IBN ICICI Bank Ltd 0.0%
Value ($000) $8 Shares 845 Est. Cost $8.25 Unrealized
BAC Bank of America Corp. 0.0%
Value ($000) $7 Shares 300 Est. Cost $20.57 Unrealized 0.0%
SRE Sempra Energy 0.0%
Value ($000) $7 Shares 55 Est. Cost $51.07 Unrealized 0.0%
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $7 Shares 51 Est. Cost $126.99 Unrealized 0.0%
ABBV AbbVie, Inc. 0.0%
Value ($000) $7 Shares 75 Est. Cost $70.50 Unrealized 0.0%
ABT Abbott Laboratories 0.0%
Value ($000) $7 Shares 73 Est. Cost $81.94 Unrealized 0.0%
Whole Earth Brands, Inc. 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.00 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $7 Shares 73 Est. Cost $88.08 Unrealized -7.1%
NFLX Netflix, Inc. 0.0%
Value ($000) $7 Shares 15 Est. Cost $42.56 Unrealized 0.0%
PAYX Paychex, Inc 0.0%
Value ($000) $7 Shares 102 Est. Cost $58.96 Unrealized 0.0%
V Visa Inc 0.0%
Value ($000) $7 Shares 36 Est. Cost $81.90 Unrealized +114.3%
VZ Verizon Communications Inc 0.0%
Value ($000) $7 Shares 120 Est. Cost $33.97 Unrealized +20.0%
Opes Acquisition Corp. 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $6 Shares 14 Est. Cost $330.32 Unrealized 0.0%
CVX Chevron Corp. 0.0%
Value ($000) $6 Shares 77 Est. Cost $69.83 Unrealized 0.0%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $6 Shares 30 Est. Cost $142.90 Unrealized 0.0%
ALC Alcon, Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.87 Unrealized -3.5%
ITUB Itau Unibanco Holding S.A. 0.0%
Value ($000) $6 Shares 1,119 Est. Cost $10.28 Unrealized
XP XP Inc. 0.0%
Value ($000) $6 Shares 134 Est. Cost $30.68 Unrealized 0.0%
Aberdeen Emerging Markets Equity Inc. 0.0%
Value ($000) $5 Shares 768 Est. Cost $7.57 Unrealized
PIMCO Global StocksPLS Inc. 0.0%
Value ($000) $5 Shares 589 Est. Cost $12.42 Unrealized
PNC The PNC Financial Services Group Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $85.95 Unrealized 0.0%
CMCSA Comcast Corp. Cl A Common Stock 0.0%
Value ($000) $5 Shares 114 Est. Cost $32.76 Unrealized 0.0%
The European Equity Fund Inc 0.0%
Value ($000) $5 Shares 617 Est. Cost $9.20 Unrealized
Central and Eastern European Fund Inc 0.0%
Value ($000) $5 Shares 222 Est. Cost $29.15 Unrealized
The New Ireland Fund Inc 0.0%
Value ($000) $5 Shares 605 Est. Cost $11.38 Unrealized
Templeton Emerging Markets Fund 0.0%
Value ($000) $4 Shares 238 Est. Cost $15.71 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $4 Shares 114 Est. Cost $36.01 Unrealized 0.0%
COST Costco Wholesale Corp. 0.0%
Value ($000) $4 Shares 11 Est. Cost $279.18 Unrealized 0.0%
NKE Nike, Inc. 0.0%
Value ($000) $4 Shares 43 Est. Cost $85.46 Unrealized 0.0%
MCO Moody's Corp. 0.0%
Value ($000) $4 Shares 15 Est. Cost $242.42 Unrealized 0.0%
Morgan Stanley India Investment Fund Inc 0.0%
Value ($000) $4 Shares 211 Est. Cost $22.86 Unrealized
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $4 Shares 14 Est. Cost $271.12 Unrealized 0.0%
CB Chubb Ltd 0.0%
Value ($000) $4 Shares 34 Est. Cost $102.80 Unrealized +3.3%
USB U.S. Bancorp 0.0%
Value ($000) $4 Shares 112 Est. Cost $27.85 Unrealized 0.0%
ZTS Zoetis Inc. 0.0%
Value ($000) $4 Shares 25 Est. Cost $75.32 Unrealized +65.3%
Maxim Integrated Products, Inc. 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.43 Unrealized
MELI MercadoLibre, Inc. 0.0%
Value ($000) $4 Shares 4 Est. Cost $749.93 Unrealized 0.0%
XJEQX Aberdeen Japan Equity Fund Inc 0.0%
Value ($000) $4 Shares 561 Est. Cost $6.91 Unrealized
SHOP Shopify, Inc. 0.0%
Value ($000) $4 Shares 4 Est. Cost $69.41 Unrealized 0.0%
ENB Enbridge, Inc. 0.0%
Value ($000) $4 Shares 110 Est. Cost $21.09 Unrealized 0.0%
SVXY ProShares Short VIX Short-Term Futures ETF 0.0%
Value ($000) $4 Shares 110 Est. Cost $57.38 Unrealized
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $4 Shares 7 Est. Cost $564.49 Unrealized 0.0%
PG Procter & Gamble Co. (The) 0.0%
Value ($000) $4 Shares 31 Est. Cost $101.53 Unrealized 0.0%
PLD ProLogis, Inc. 0.0%
Value ($000) $4 Shares 35 Est. Cost $76.28 Unrealized 0.0%
AZN AstraZeneca Group plc ADR 0.0%
Value ($000) $4 Shares 78 Est. Cost $51.28 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $4 Shares 10 Est. Cost $70.61 Unrealized 0.0%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $3 Shares 57 Est. Cost $50.43 Unrealized 0.0%
O Realty Income Corp. 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.14 Unrealized 0.0%
Seattle Genetics, In 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
SHW Sherwin-Williams Co. (The) 0.0%
Value ($000) $3 Shares 4 Est. Cost $171.57 Unrealized 0.0%
IEX IDEX Corp. 0.0%
Value ($000) $3 Shares 17 Est. Cost $142.68 Unrealized 0.0%
The Mexico Fund, Inc. 0.0%
Value ($000) $3 Shares 309 Est. Cost $9.71 Unrealized
ONC BeiGene, Ltd. 0.0%
Value ($000) $3 Shares 14 Est. Cost $214.29 Unrealized
The India Fund Inc 0.0%
Value ($000) $3 Shares 215 Est. Cost $24.27 Unrealized
KO Coca-Cola Co. (The) 0.0%
Value ($000) $3 Shares 68 Est. Cost $38.72 Unrealized 0.0%
BTI British American Tobacco PLC 0.0%
Value ($000) $3 Shares 86 Est. Cost $34.88 Unrealized
VALE Vale SA 0.0%
Value ($000) $3 Shares 271 Est. Cost $11.07 Unrealized
BlackRock 2022 Global Income Opp Tr 0.0%
Value ($000) $3 Shares 300 Est. Cost $6.67 Unrealized
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $3 Shares 7 Est. Cost $370.53 Unrealized 0.0%
Japan Smaller Capitalization Fund Inc 0.0%
Value ($000) $2 Shares 321 Est. Cost $9.60 Unrealized
IHG InterContinental Hotels Group plc ADR 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
ICE Intercontinental Exchange Group, Inc. 0.0%
Value ($000) $2 Shares 21 Est. Cost $85.14 Unrealized 0.0%
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $2 Shares 24 Est. Cost $53.02 Unrealized 0.0%
Activision Blizzard, Inc. 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
Linde plc 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
PODD Insulet Corp. 0.0%
Value ($000) $2 Shares 11 Est. Cost $191.17 Unrealized 0.0%
HLT Hilton, Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $73.30 Unrealized 0.0%
BUD Anheuser-Busch Inbev SA/NV ADR 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
ETN Eaton Corp. plc (Ireland) 0.0%
Value ($000) $2 Shares 22 Est. Cost $74.77 Unrealized 0.0%
GDDY GoDaddy, Inc. 0.0%
Value ($000) $2 Shares 32 Est. Cost $71.82 Unrealized 0.0%
EFX Equifax, Inc. 0.0%
Value ($000) $2 Shares 10 Est. Cost $142.07 Unrealized 0.0%
ES Eversource Energy 0.0%
Value ($000) $2 Shares 18 Est. Cost $67.21 Unrealized 0.0%
SLB Schlumberger Ltd 0.0%
Value ($000) $2 Shares 103 Est. Cost $15.47 Unrealized 0.0%
ADSK Autodesk, Inc. 0.0%
Value ($000) $2 Shares 7 Est. Cost $196.57 Unrealized 0.0%
RYAAY Ryanair Holdings plc ADR 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
PSX Phillips 66 0.0%
Value ($000) $2 Shares 38 Est. Cost $56.22 Unrealized 0.0%
XNBOX Neuberger Brman NY Muni Fd 0.0%
Value ($000) $2 Shares 196 Est. Cost $12.45 Unrealized
The Korea Fund Inc 0.0%
Value ($000) $2 Shares 85 Est. Cost $34.59 Unrealized
TRMB Trimble, Inc. 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.50 Unrealized 0.0%
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
TCOM Trip.com Group Ltd ADR 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.83 Unrealized
DE Deere & Co. 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.23 Unrealized 0.0%
GS Goldman Sachs Group, Inc. (The) 0.0%
Value ($000) $1 Shares 7 Est. Cost $164.18 Unrealized 0.0%
AMT American Tower Corporation 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.17 Unrealized +25.2%
INTC Intel Corp. 0.0%
Value ($000) $1 Shares 28 Est. Cost $53.20 Unrealized 0.0%
LYB LyondellBasell Industries N.V. Class A 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.79 Unrealized 0.0%
Alteryx, Inc. 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized