Thomas J. Herzfeld Advisors, Inc. Diversified Active

CIK: 0001509510 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $239,742 (100.0% shares, 0.0% debt)

Holdings (355)

Highland Floating Rate Opportunities Fund 11.4%
Value ($000) $27,301 Shares 2,502,355 Est. Cost $10.97 Unrealized
NXDT NexPoint Credit Strategies Fund 7.1%
Value ($000) $17,115 Shares 1,243,834 Est. Cost $15.64 Unrealized
Central Securities Corp 3.1%
Value ($000) $7,318 Shares 173,460 Est. Cost $24.79 Unrealized
BlackRock Science and Technology Trust II 3.0%
Value ($000) $7,259 Shares 174,033 Est. Cost $30.79 Unrealized
MTZ MasTec Inc 3.0%
Value ($000) $7,095 Shares 66,874 Est. Cost $56.09 Unrealized +93.6%
Cornerstone Total Rtrn Fd In 2.8%
Value ($000) $6,707 Shares 590,893 Est. Cost $11.31 Unrealized
Cornerstone Strategic Value Fund Inc 2.8%
Value ($000) $6,601 Shares 568,592 Est. Cost $11.52 Unrealized
Boulder Growth & Income Fund Inc 2.6%
Value ($000) $6,205 Shares 458,298 Est. Cost $9.13 Unrealized
PGIM Short Duration High Yield Fund, Inc. 2.4%
Value ($000) $5,864 Shares 360,431 Est. Cost $13.92 Unrealized
OCCI OFS Credit Company Inc 2.4%
Value ($000) $5,817 Shares 399,514 Est. Cost $14.52 Unrealized
PGIM Global Short Duration High Yield Fund, Inc. 2.3%
Value ($000) $5,566 Shares 349,156 Est. Cost $13.32 Unrealized
Apollo Tactical Income Fund Inc 2.0%
Value ($000) $4,888 Shares 312,346 Est. Cost $15.38 Unrealized
PIMCO Enrgy Tactical Cr Opp 2.0%
Value ($000) $4,787 Shares 382,924 Est. Cost $8.64 Unrealized
TBF ProShares TR 1.9%
Value ($000) $4,651 Shares 275,544 Est. Cost $16.88 Unrealized
Eaton Vance Limited Duration Income Fund 1.8%
Value ($000) $4,406 Shares 332,243 Est. Cost $12.53 Unrealized
PIMCO Dynamic Credit and Mortgage Income Fund 1.8%
Value ($000) $4,304 Shares 192,336 Est. Cost $19.43 Unrealized
Aberdeen Asia Pacific Income 1.7%
Value ($000) $4,149 Shares 936,626 Est. Cost $3.97 Unrealized
Adams Diversified Equity Fund Inc 1.5%
Value ($000) $3,492 Shares 176,651 Est. Cost $13.35 Unrealized
CCIF Vertical Capital Income Fund 1.4%
Value ($000) $3,299 Shares 305,503 Est. Cost $9.33 Unrealized
Special Opportunities Fund Inc. 1.4%
Value ($000) $3,291 Shares 216,947 Est. Cost $15.17 Unrealized
General American Investors Co Inc 1.3%
Value ($000) $3,127 Shares 72,020 Est. Cost $34.08 Unrealized
AllianzGI Artificial Intelligence Opp Fund 1.3%
Value ($000) $3,110 Shares 112,177 Est. Cost $26.56 Unrealized
XNDPX Tortoise Energy Independence 1.2%
Value ($000) $2,984 Shares 147,437 Est. Cost $19.93 Unrealized
Advent Claymore Convertible Securities and Income Fund 1.2%
Value ($000) $2,973 Shares 154,261 Est. Cost $17.67 Unrealized
Nuveen Real Asset Income and Growth Fund 1.2%
Value ($000) $2,879 Shares 179,137 Est. Cost $13.46 Unrealized
Nuveen Tax-Advanteaged Divid 1.2%
Value ($000) $2,866 Shares 178,343 Est. Cost $14.88 Unrealized
The Herzfeld Caribbean Basin Fund Inc 1.2%
Value ($000) $2,861 Shares 456,243 Est. Cost $7.46 Unrealized
FBP First BanCorp/Puerto Rico 1.2%
Value ($000) $2,804 Shares 235,211 Est. Cost $6.49 Unrealized +63.6%
Saba Capital Income & Opportunities Fund 1.1%
Value ($000) $2,722 Shares 577,815 Est. Cost $4.71 Unrealized
BPOP Popular Inc 1.1%
Value ($000) $2,583 Shares 34,414 Est. Cost $40.89 Unrealized +63.5%
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund 1.1%
Value ($000) $2,530 Shares 192,953 Est. Cost $11.37 Unrealized
RMR Real Estate Income Fund 0.9%
Value ($000) $2,234 Shares 187,276 Est. Cost $17.93 Unrealized
Western Asset Mortgage Opp Fund Inc. 0.9%
Value ($000) $2,043 Shares 131,070 Est. Cost $13.84 Unrealized
Clearbridge MLP And Midstrm 0.8%
Value ($000) $1,999 Shares 68,381 Est. Cost $24.85 Unrealized
NEE NextEra Energy Inc 0.8%
Value ($000) $1,993 Shares 27,199 Est. Cost $58.40 Unrealized +13.9%
Nuveen Mortgage and Income Fund 0.8%
Value ($000) $1,933 Shares 92,517 Est. Cost $19.38 Unrealized
SHY Ishares Tr 13 Yr 0.8%
Value ($000) $1,923 Shares 22,319 Est. Cost $85.48 Unrealized
ECC Eagle Pt Cr Co LLC 0.8%
Value ($000) $1,860 Shares 137,268 Est. Cost $12.02 Unrealized
Oxford Lane Cap Corp 0.8%
Value ($000) $1,854 Shares 250,206 Est. Cost $7.41 Unrealized
CX Cemex SAB de CV 0.8%
Value ($000) $1,853 Shares 220,645 Est. Cost $5.17 Unrealized
PGT Innovations Inc 0.7%
Value ($000) $1,791 Shares 77,117 Est. Cost $20.35 Unrealized
Nuveen Fltng Rte Incm Opp Fd 0.7%
Value ($000) $1,736 Shares 177,835 Est. Cost $9.22 Unrealized
RCL Royal Caribbean Cruises Ltd 0.7%
Value ($000) $1,672 Shares 19,607 Est. Cost $68.51 Unrealized +25.0%
MLM Martin Marietta Materials Inc 0.7%
Value ($000) $1,583 Shares 4,500 Est. Cost $287.22 Unrealized +20.5%
CPA Copa Holdings SA 0.6%
Value ($000) $1,525 Shares 20,250 Est. Cost $56.74 Unrealized +20.7%
Tortoise Energy Infra Corp 0.6%
Value ($000) $1,507 Shares 52,353 Est. Cost $22.87 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 0.6%
Value ($000) $1,462 Shares 49,717 Est. Cost $20.86 Unrealized +44.5%
Neuberger Berman MLP Income Fund Inc 0.6%
Value ($000) $1,387 Shares 277,486 Est. Cost $3.37 Unrealized
Clearbridge Energy Midstrm O 0.6%
Value ($000) $1,378 Shares 59,722 Est. Cost $22.40 Unrealized
NFE New Fortress Energy Inc 0.5%
Value ($000) $1,248 Shares 32,943 Est. Cost $46.27 Unrealized -7.6%
LEN Lennar Corp 0.5%
Value ($000) $1,242 Shares 12,500 Est. Cost $69.65 Unrealized +29.7%
FMX Fomento Economico Mexicano SAB de CV 0.5%
Value ($000) $1,236 Shares 14,626 Est. Cost $75.77 Unrealized
ASR Grupo Aeroportuario del Sureste SAB de CV 0.5%
Value ($000) $1,220 Shares 6,600 Est. Cost $165.00 Unrealized
Retail Value Inc. 0.5%
Value ($000) $1,081 Shares 49,698 Est. Cost $20.24 Unrealized
VAC Marriott Vacations Worldwide Corp 0.4%
Value ($000) $1,074 Shares 6,745 Est. Cost $117.91 Unrealized +45.2%
XBFZX BlackRock Calif Mun Income 0.4%
Value ($000) $1,066 Shares 71,111 Est. Cost $13.26 Unrealized
First Trust High Income Long/Short Fund 0.4%
Value ($000) $1,031 Shares 65,459 Est. Cost $14.64 Unrealized
Salient Midstream & MLP Fd 0.4%
Value ($000) $1,025 Shares 171,981 Est. Cost $4.30 Unrealized
BIL SPDR Ser Tr 0.4%
Value ($000) $999 Shares 10,919 Est. Cost $91.49 Unrealized
BlackRock Health Sciences Trust II 0.4%
Value ($000) $975 Shares 33,722 Est. Cost $22.91 Unrealized
ASLE Aersale Corporation 0.4%
Value ($000) $952 Shares 76,418 Est. Cost $12.82 Unrealized -4.6%
PIMCO Global StocksPLS Inc. 0.4%
Value ($000) $905 Shares 81,553 Est. Cost $10.63 Unrealized
ESRT Empire State Realty Trust Inc 0.4%
Value ($000) $887 Shares 73,894 Est. Cost $17.14 Unrealized
VMC Vulcan Materials Co 0.4%
Value ($000) $870 Shares 5,000 Est. Cost $136.81 Unrealized +25.9%
Nuveen Credit Strategies Income Fund 0.3%
Value ($000) $815 Shares 120,678 Est. Cost $7.70 Unrealized
BrandywineGLOBAL - Global Income Opportunities Fund Inc. 0.3%
Value ($000) $806 Shares 63,896 Est. Cost $11.81 Unrealized
MFS Investment Grade Municipal Trust 0.3%
Value ($000) $744 Shares 72,416 Est. Cost $9.39 Unrealized
EVTC EVERTEC Inc 0.3%
Value ($000) $740 Shares 16,956 Est. Cost $36.21 Unrealized +14.0%
LIVN LivaNova PLC 0.3%
Value ($000) $701 Shares 8,330 Est. Cost $60.69 Unrealized +35.7%
CWCO Consolidated Water Co Ltd 0.3%
Value ($000) $691 Shares 58,877 Est. Cost $9.99 Unrealized +12.7%
Bancolombia SA 0.3%
Value ($000) $670 Shares 23,280 Est. Cost $40.16 Unrealized
SSSS Sutter Rock Cap Corp 0.2%
Value ($000) $595 Shares 44,076 Est. Cost $10.76 Unrealized +31.7%
SEB Seaboard Corp 0.2%
Value ($000) $530 Shares 137 Est. Cost $3214.42 Unrealized +15.2%
Nuveen Municipal Credit Opp Fund 0.2%
Value ($000) $518 Shares 33,574 Est. Cost $14.02 Unrealized
Aberdeen Total Dynamic Dividend Fund 0.2%
Value ($000) $482 Shares 47,346 Est. Cost $8.84 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.2%
Value ($000) $466 Shares 2,850 Est. Cost $109.19 Unrealized
Western Assest Intm Muni Fd 0.2%
Value ($000) $464 Shares 47,522 Est. Cost $9.07 Unrealized
CCL Carnival Corp 0.2%
Value ($000) $463 Shares 17,559 Est. Cost $17.78 Unrealized +57.5%
Rivernorth Flexible Mun Income 0.2%
Value ($000) $439 Shares 18,561 Est. Cost $21.57 Unrealized
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.2%
Value ($000) $421 Shares 4,125 Est. Cost $101.61 Unrealized
Pimco New York Municipal Income Fund II 0.2%
Value ($000) $406 Shares 33,733 Est. Cost $10.99 Unrealized
Western Asset/Claymore Inflation-Linked Securities & Income Fund 0.1%
Value ($000) $358 Shares 25,552 Est. Cost $11.60 Unrealized
Rivernorth Opportunistic Mun 0.1%
Value ($000) $339 Shares 14,642 Est. Cost $21.18 Unrealized
Western Asset Municipal Partners Fund 0.1%
Value ($000) $330 Shares 20,025 Est. Cost $15.25 Unrealized
Nuveen Ohio Qlty Mun Income 0.1%
Value ($000) $316 Shares 19,294 Est. Cost $14.91 Unrealized
XPCKX PIMCO Calif Mun Income Fd II 0.1%
Value ($000) $290 Shares 30,152 Est. Cost $9.06 Unrealized
XENWX Eaton Vance New York Mun Bd 0.1%
Value ($000) $274 Shares 21,342 Est. Cost $12.28 Unrealized
Deutsche Municipal Income Trust 0.1%
Value ($000) $265 Shares 21,663 Est. Cost $11.55 Unrealized
Invesco PA Value Mun Inc Tr 0.1%
Value ($000) $247 Shares 18,491 Est. Cost $13.03 Unrealized
Rivernorth Managed Duration Municipal Income Fund Inc. 0.1%
Value ($000) $244 Shares 12,041 Est. Cost $18.96 Unrealized
GLD SPDR Gold Tr 0.1%
Value ($000) $232 Shares 1,398 Est. Cost $178.11 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $220 Shares 2,830 Est. Cost $45.06 Unrealized +42.3%
XMHIX Pioneer Municipal High Income Trust 0.1%
Value ($000) $206 Shares 15,886 Est. Cost $11.48 Unrealized
XVMMX Delaware Investments Minnesota Municipal Income Fund II Inc 0.1%
Value ($000) $201 Shares 14,218 Est. Cost $13.21 Unrealized
TV Grupo Televisa SAB 0.1%
Value ($000) $193 Shares 13,504 Est. Cost $8.22 Unrealized
DTF Tax-Free Income Inc 0.1%
Value ($000) $187 Shares 12,472 Est. Cost $14.35 Unrealized
Aberdeen Global Dynamic Dividend Fund 0.1%
Value ($000) $187 Shares 15,570 Est. Cost $10.31 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $175 Shares 717 Est. Cost $117.19 Unrealized +81.3%
IHI iShares U.S. Medical Devices ETF 0.1%
Value ($000) $172 Shares 2,858 Est. Cost $254.86 Unrealized
PIMCO High Income Fund 0.1%
Value ($000) $171 Shares 24,998 Est. Cost $5.51 Unrealized
America Movil SAB de CV 0.1%
Value ($000) $166 Shares 11,048 Est. Cost $21.75 Unrealized
Clearbridge MLP and Midstrm 0.1%
Value ($000) $149 Shares 5,875 Est. Cost $25.36 Unrealized
CEF Sprott Physical Gold and Silver Trust 0.1%
Value ($000) $149 Shares 8,000 Est. Cost $13.25 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $147 Shares 642 Est. Cost $74.56 Unrealized +157.4%
Tri-Continental Corp 0.1%
Value ($000) $139 Shares 4,064 Est. Cost $23.32 Unrealized
MFS Municipal Income Trust 0.1%
Value ($000) $123 Shares 17,193 Est. Cost $6.50 Unrealized
Eaton Vance Calif Mun Incom 0.0%
Value ($000) $119 Shares 8,541 Est. Cost $13.93 Unrealized
VTOL Bristow Group, Inc. 0.0%
Value ($000) $115 Shares 4,491 Est. Cost $24.39 Unrealized +10.7%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $114 Shares 1,700 Est. Cost $46.14 Unrealized +16.8%
NVS Novartis AG 0.0%
Value ($000) $114 Shares 1,244 Est. Cost $88.65 Unrealized
Adams Natural Resources Fund Inc 0.0%
Value ($000) $112 Shares 6,917 Est. Cost $19.83 Unrealized
GSIE Goldman Sachs ETF TR 0.0%
Value ($000) $111 Shares 3,192 Est. Cost $32.89 Unrealized
ASA Gold and Precious Metals Ltd 0.0%
Value ($000) $109 Shares 5,033 Est. Cost $3.78 Unrealized
XPZCX PIMCO California Municipal Income Fund III 0.0%
Value ($000) $109 Shares 9,469 Est. Cost $10.10 Unrealized
Invesco Tr Invt Grade New Yo 0.0%
Value ($000) $108 Shares 7,786 Est. Cost $13.12 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $104 Shares 3,075 Est. Cost $32.52 Unrealized
Nuveen New Jersey Quality Municipal Income Fund 0.0%
Value ($000) $101 Shares 6,456 Est. Cost $13.93 Unrealized
QQQ Invesco QQQ Tr 0.0%
Value ($000) $96 Shares 270 Est. Cost $155.56 Unrealized
SPY SPDR S&P 500 ETF Tr 0.0%
Value ($000) $94 Shares 220 Est. Cost $250.00 Unrealized
MA MasterCard, Inc. 0.0%
Value ($000) $92 Shares 251 Est. Cost $320.45 Unrealized +13.1%
Delaware Invts Natl Mun Inco 0.0%
Value ($000) $92 Shares 6,500 Est. Cost $13.08 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $90 Shares 225 Est. Cost $200.84 Unrealized +83.7%
Nuveen Amt- Free Mun Value Fd 0.0%
Value ($000) $86 Shares 5,000 Est. Cost $15.60 Unrealized
PFX Phenixfin Corp 0.0%
Value ($000) $85 Shares 2,083 Est. Cost $35.64 Unrealized 0.0%
ABBV AbbVie, Inc. 0.0%
Value ($000) $79 Shares 699 Est. Cost $86.55 Unrealized +9.5%
MDY SPDR S&P MidCap 400 ETF Tr 0.0%
Value ($000) $74 Shares 150 Est. Cost $300.00 Unrealized
Blackstone / GSO Long-Short Credit Income Fund 0.0%
Value ($000) $73 Shares 4,847 Est. Cost $12.30 Unrealized
SONY Sony Corp 0.0%
Value ($000) $72 Shares 742 Est. Cost $50.36 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $71 Shares 243 Est. Cost $130.88 Unrealized +101.3%
TM Toyota Motor Corp 0.0%
Value ($000) $69 Shares 396 Est. Cost $164.05 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $67 Shares 415 Est. Cost $148.46 Unrealized -18.1%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $67 Shares 4,000 Est. Cost $16.84 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $62 Shares 1,250 Est. Cost $28.80 Unrealized
CNI Canadian National Railway Company 0.0%
Value ($000) $60 Shares 565 Est. Cost $92.71 Unrealized +8.9%
SE Sea Limited 0.0%
Value ($000) $59 Shares 214 Est. Cost $93.91 Unrealized
Royce Value Trust Inc 0.0%
Value ($000) $57 Shares 3,009 Est. Cost $14.86 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $57 Shares 1,937 Est. Cost $19.79 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $56 Shares 70 Est. Cost $609.16 Unrealized +11.5%
Liberty All Star Growth Fund Inc 0.0%
Value ($000) $54 Shares 6,075 Est. Cost $5.78 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $51 Shares 629 Est. Cost $55.76 Unrealized +28.6%
Nuveen Multi-Market Income Fund Inc 0.0%
Value ($000) $51 Shares 6,881 Est. Cost $6.85 Unrealized
Eaton Vance Flting Rate Inc 0.0%
Value ($000) $50 Shares 3,467 Est. Cost $13.16 Unrealized
RYAAY Ryanair Holdings plc ADR 0.0%
Value ($000) $50 Shares 466 Est. Cost $102.78 Unrealized
PUK Prudential PLC 0.0%
Value ($000) $50 Shares 1,304 Est. Cost $41.40 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $49 Shares 2,973 Est. Cost $15.18 Unrealized
SVVC Firsthand Technology Value Fund, Inc. 0.0%
Value ($000) $49 Shares 8,571 Est. Cost $13.74 Unrealized -56.4%
Liberty All Star Equity Fund 0.0%
Value ($000) $47 Shares 5,253 Est. Cost $6.07 Unrealized
Inovio Pharmaceuticals Inc 0.0%
Value ($000) $46 Shares 5,000 Est. Cost $8.13 Unrealized
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $46 Shares 336 Est. Cost $102.61 Unrealized +29.1%
SNY Sanofi 0.0%
Value ($000) $46 Shares 883 Est. Cost $49.29 Unrealized
Gabelli Equity Trust Inc 0.0%
Value ($000) $45 Shares 6,528 Est. Cost $6.26 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $44 Shares 1,940 Est. Cost $20.54 Unrealized 0.0%
The GDL Fund 0.0%
Value ($000) $43 Shares 4,786 Est. Cost $9.94 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $41 Shares 152 Est. Cost $94.37 Unrealized +159.3%
TSLA Tesla Inc 0.0%
Value ($000) $41 Shares 61 Est. Cost $125.99 Unrealized +72.3%
PCTTW Purecycle Technologies Inc 0.0%
Value ($000) $41 Shares 3,331 Est. Cost $14.04 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $37 Shares 312 Est. Cost $75.48 Unrealized
The Gabelli Dividend & Income Trust 0.0%
Value ($000) $35 Shares 1,339 Est. Cost $20.19 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $34 Shares 221 Est. Cost $79.93 Unrealized +74.8%
Chargepoint Holdings Inc. 0.0%
Value ($000) $29 Shares 1,261 Est. Cost $16.04 Unrealized
EIC Eagle Pointe Income Company 0.0%
Value ($000) $29 Shares 1,800 Est. Cost $16.11 Unrealized
AMZN Amazon Com Inc 0.0%
Value ($000) $28 Shares 8 Est. Cost $117.65 Unrealized +41.3%
Nuveen Pfd & Income Opportun 0.0%
Value ($000) $28 Shares 2,790 Est. Cost $9.68 Unrealized
META Facebook, Inc. 0.0%
Value ($000) $26 Shares 76 Est. Cost $240.18 Unrealized +32.6%
AVGO Broadcom, Inc. 0.0%
Value ($000) $25 Shares 53 Est. Cost $27.85 Unrealized +51.0%
ASML ASML Holding N V 0.0%
Value ($000) $23 Shares 33 Est. Cost $696.97 Unrealized
HD The Home Depot Inc 0.0%
Value ($000) $22 Shares 70 Est. Cost $157.24 Unrealized +80.5%
BlackRock, Inc. 0.0%
Value ($000) $21 Shares 24 Est. Cost $583.33 Unrealized
GOOG Alphabet, Inc. Cl C 0.0%
Value ($000) $20 Shares 8 Est. Cost $73.39 Unrealized +61.2%
INCY Incyte Corp 0.0%
Value ($000) $20 Shares 242 Est. Cost $54.31 Unrealized +53.5%
Genius Sports Limited 0.0%
Value ($000) $20 Shares 2,472 Est. Cost $8.09 Unrealized
TXN Texas Instruments, Inc 0.0%
Value ($000) $19 Shares 100 Est. Cost $99.52 Unrealized +65.0%
BKNG Booking Holdings Inc. 0.0%
Value ($000) $18 Shares 8 Est. Cost $2296.54 Unrealized 0.0%
BlackRock Enhanced Equity Dividend Trust 0.0%
Value ($000) $18 Shares 1,805 Est. Cost $8.65 Unrealized
Peridot Aqcuisition Corp 0.0%
Value ($000) $16 Shares 6,044 Est. Cost $2.01 Unrealized
Virtus Total Return Fund Inc. 0.0%
Value ($000) $16 Shares 1,621 Est. Cost $10.68 Unrealized
KPLTW Katapult Holdings Inc. 0.0%
Value ($000) $16 Shares 5,038 Est. Cost $3.18 Unrealized
Karyopharm Therapeutics Inc 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $31.87 Unrealized
Bowx Acquisition Corp 0.0%
Value ($000) $15 Shares 4,399 Est. Cost $2.05 Unrealized
VALE Vale SA 0.0%
Value ($000) $15 Shares 642 Est. Cost $15.98 Unrealized
ABNB Airbnb Inc. 0.0%
Value ($000) $15 Shares 98 Est. Cost $156.89 Unrealized 0.0%
APD Air products and Chemicals, Inc. 0.0%
Value ($000) $14 Shares 47 Est. Cost $184.74 Unrealized +41.1%
FG New Amer Acquisition Corp 0.0%
Value ($000) $14 Shares 6,315 Est. Cost $2.22 Unrealized
The New Germany Fund Inc 0.0%
Value ($000) $14 Shares 678 Est. Cost $17.03 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $14 Shares 15 Est. Cost $206.27 Unrealized +36.0%
Trident Acquisitions Corp 0.0%
Value ($000) $14 Shares 6,029 Est. Cost $2.27 Unrealized
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $13 Shares 205 Est. Cost $46.63 Unrealized +17.1%
PEP PepsiCo, Inc. 0.0%
Value ($000) $13 Shares 89 Est. Cost $91.56 Unrealized +37.8%
HON Honeywell Intl, Inc. 0.0%
Value ($000) $13 Shares 60 Est. Cost $118.42 Unrealized +62.3%
SHOP Shopify, Inc. 0.0%
Value ($000) $13 Shares 9 Est. Cost $96.66 Unrealized +27.5%
TCW Strategic Income Fund Inc 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $5.40 Unrealized
QSI Quantum SI Inc 0.0%
Value ($000) $12 Shares 965 Est. Cost $10.48 Unrealized 0.0%
CCI Crown Castle Intl Corp. 0.0%
Value ($000) $12 Shares 64 Est. Cost $125.06 Unrealized +20.0%
NFLX Netflix, Inc. 0.0%
Value ($000) $12 Shares 22 Est. Cost $45.28 Unrealized +12.9%
TFC Truist Financial Corp 0.0%
Value ($000) $12 Shares 221 Est. Cost $27.74 Unrealized +69.6%
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $12 Shares 219 Est. Cost $40.12 Unrealized +14.2%
AMT American Tower Corporation 0.0%
Value ($000) $12 Shares 43 Est. Cost $199.66 Unrealized +10.8%
Apex Technology Acquisition 0.0%
Value ($000) $12 Shares 967 Est. Cost $15.09 Unrealized
XMUIX BlackRock Muni Intermediate Duration Fund Inc 0.0%
Value ($000) $12 Shares 780 Est. Cost $13.44 Unrealized
PAYX Paychex, Inc 0.0%
Value ($000) $11 Shares 102 Est. Cost $58.96 Unrealized +49.7%
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $11 Shares 22 Est. Cost $376.99 Unrealized +23.6%
SBUX Starbucks Corp. 0.0%
Value ($000) $11 Shares 98 Est. Cost $66.33 Unrealized +53.3%
Rice Acquisition Corp 0.0%
Value ($000) $11 Shares 1,988 Est. Cost $2.33 Unrealized
Pioneer Merger Corp 0.0%
Value ($000) $11 Shares 7,000 Est. Cost $1.57 Unrealized
PG Procter & Gamble Co. (The) 0.0%
Value ($000) $11 Shares 79 Est. Cost $112.09 Unrealized +7.7%
QCOM Qualcomm Inc 0.0%
Value ($000) $10 Shares 70 Est. Cost $107.82 Unrealized +13.3%
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $10 Shares 51 Est. Cost $126.99 Unrealized +38.8%
PNC The PNC Financial Services Group Inc 0.0%
Value ($000) $10 Shares 50 Est. Cost $85.95 Unrealized +84.6%
The Taiwan Fund Inc 0.0%
Value ($000) $10 Shares 277 Est. Cost $31.85 Unrealized
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $10 Shares 42 Est. Cost $238.10 Unrealized
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $10 Shares 68 Est. Cost $93.00 Unrealized +34.6%
MCD McDonald's Corp 0.0%
Value ($000) $10 Shares 42 Est. Cost $104.77 Unrealized +99.8%
Sustainable Opportnts Acq Co 0.0%
Value ($000) $10 Shares 6,739 Est. Cost $1.01 Unrealized
Gores Holdings VI Inc 0.0%
Value ($000) $10 Shares 1,640 Est. Cost $3.66 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value ($000) $9 Shares 25 Est. Cost $323.73 Unrealized +4.6%
Whole Earth Brands Inc. 0.0%
Value ($000) $9 Shares 4,243 Est. Cost $1.05 Unrealized
Nebula Caravel Acquisition C 0.0%
Value ($000) $9 Shares 3,647 Est. Cost $1.57 Unrealized
TPG Pace Tech Opportunities 0.0%
Value ($000) $9 Shares 5,109 Est. Cost $1.76 Unrealized
NKE Nike, Inc. 0.0%
Value ($000) $9 Shares 59 Est. Cost $96.36 Unrealized +30.4%
MDT Medtronic plc 0.0%
Value ($000) $9 Shares 73 Est. Cost $88.08 Unrealized +24.3%
MCO Moody's Corp. 0.0%
Value ($000) $8 Shares 21 Est. Cost $264.65 Unrealized +21.0%
AZN AstraZeneca Group plc ADR 0.0%
Value ($000) $8 Shares 135 Est. Cost $53.29 Unrealized
The New Ireland Fund Inc 0.0%
Value ($000) $8 Shares 671 Est. Cost $11.44 Unrealized
OGN Organon & Co 0.0%
Value ($000) $8 Shares 265 Est. Cost $26.93 Unrealized 0.0%
IBN ICICI Bank Ltd 0.0%
Value ($000) $8 Shares 475 Est. Cost $12.76 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $8 Shares 64 Est. Cost $51.35 Unrealized +14.6%
CVX Chevron Corp. 0.0%
Value ($000) $8 Shares 77 Est. Cost $69.83 Unrealized +24.7%
EFX Equifax, Inc. 0.0%
Value ($000) $8 Shares 32 Est. Cost $166.99 Unrealized +29.5%
BKKT/WS VPC Impact Acquisition Hldng 0.0%
Value ($000) $8 Shares 4,547 Est. Cost $2.86 Unrealized
PLD ProLogis, Inc. 0.0%
Value ($000) $8 Shares 64 Est. Cost $80.76 Unrealized +26.7%
ABT Abbott Laboratories 0.0%
Value ($000) $8 Shares 73 Est. Cost $81.94 Unrealized +30.9%
ZTS Zoetis Inc. 0.0%
Value ($000) $7 Shares 37 Est. Cost $104.89 Unrealized +58.7%
V Visa Inc 0.0%
Value ($000) $7 Shares 29 Est. Cost $81.90 Unrealized +169.8%
Aberdeen Emerging Markets Equity Inc. 0.0%
Value ($000) $7 Shares 768 Est. Cost $7.57 Unrealized
CMCSA Comcast Corp. Cl A Common Stock 0.0%
Value ($000) $7 Shares 114 Est. Cost $32.76 Unrealized +49.8%
ALC Alcon, Inc. 0.0%
Value ($000) $7 Shares 100 Est. Cost $57.87 Unrealized +21.5%
The European Equity Fund Inc 0.0%
Value ($000) $7 Shares 617 Est. Cost $9.20 Unrealized
ETN Eaton Corp. plc (Ireland) 0.0%
Value ($000) $7 Shares 44 Est. Cost $91.12 Unrealized +47.0%
VT Vanguard Intl Equity Index F 0.0%
Value ($000) $7 Shares 63 Est. Cost $97.00 Unrealized
The Mexico Fund, Inc. 0.0%
Value ($000) $7 Shares 451 Est. Cost $11.54 Unrealized
Firstmark Horizon Acquisition 0.0%
Value ($000) $7 Shares 4,292 Est. Cost $1.52 Unrealized
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $7 Shares 34 Est. Cost $188.67 Unrealized -2.3%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $7 Shares 30 Est. Cost $142.90 Unrealized +43.5%
CB Chubb Ltd 0.0%
Value ($000) $7 Shares 45 Est. Cost $114.75 Unrealized +35.3%
BTI British American Tobacco PLC 0.0%
Value ($000) $7 Shares 188 Est. Cost $35.59 Unrealized
CRL Charles Riv Labs Intl Inc 0.0%
Value ($000) $6 Shares 17 Est. Cost $277.97 Unrealized +20.1%
Spartan Acquisition Corp II 0.0%
Value ($000) $6 Shares 3,250 Est. Cost $1.85 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $6 Shares 94 Est. Cost $44.04 Unrealized +17.7%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $6 Shares 12 Est. Cost $446.03 Unrealized +11.7%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $6 Shares 71 Est. Cost $75.08 Unrealized +7.4%
SVXY ProShares Short VIX Short-Term Futures ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $57.38 Unrealized
DMY Technology Group Inc. III 0.0%
Value ($000) $6 Shares 575 Est. Cost $11.29 Unrealized
COST Costco Wholesale Corp. 0.0%
Value ($000) $6 Shares 14 Est. Cost $296.29 Unrealized +21.2%
BBY Best Buy Inc. 0.0%
Value ($000) $6 Shares 53 Est. Cost $93.54 Unrealized +1.5%
USB U.S. Bancorp 0.0%
Value ($000) $6 Shares 112 Est. Cost $27.85 Unrealized +71.4%
Morgan Stanley China A Sh Fd 0.0%
Value ($000) $5 Shares 197 Est. Cost $22.78 Unrealized
MSCI MSCI Inc. 0.0%
Value ($000) $5 Shares 9 Est. Cost $399.51 Unrealized +13.7%
Totalenergies SE 0.0%
Value ($000) $5 Shares 103 Est. Cost $41.85 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $5 Shares 60 Est. Cost $70.33 Unrealized
ONC BeiGene, Ltd. 0.0%
Value ($000) $5 Shares 15 Est. Cost $246.03 Unrealized
UPS United Parcel Service Inc 0.0%
Value ($000) $5 Shares 22 Est. Cost $150.53 Unrealized +9.1%
Templeton Emerging Markets Fund 0.0%
Value ($000) $5 Shares 238 Est. Cost $15.71 Unrealized
NVCR Novocure Ltd 0.0%
Value ($000) $5 Shares 22 Est. Cost $194.53 Unrealized 0.0%
TER Teradyne Inc 0.0%
Value ($000) $5 Shares 38 Est. Cost $123.17 Unrealized +1.9%
BlackRock Enhanced International Dividend Trust 0.0%
Value ($000) $5 Shares 756 Est. Cost $5.89 Unrealized
IDXX IDEXX Labs Inc. 0.0%
Value ($000) $5 Shares 8 Est. Cost $415.33 Unrealized +32.9%
LYB LyondellBasell Industries N.V. Class A 0.0%
Value ($000) $5 Shares 46 Est. Cost $63.04 Unrealized +23.7%
Katapult Holdings Inc. 0.0%
Value ($000) $5 Shares 420 Est. Cost $11.90 Unrealized
Gabelli Global Small & Mid C 0.0%
Value ($000) $5 Shares 337 Est. Cost $14.92 Unrealized
INFY Infosys Ltd 0.0%
Value ($000) $5 Shares 227 Est. Cost $17.62 Unrealized
Central and Eastern European Fund Inc 0.0%
Value ($000) $5 Shares 190 Est. Cost $29.03 Unrealized
IEX IDEX Corp. 0.0%
Value ($000) $5 Shares 22 Est. Cost $155.55 Unrealized +34.1%
XJEQX Aberdeen Japan Equity Fund Inc 0.0%
Value ($000) $5 Shares 561 Est. Cost $6.91 Unrealized
XAWPX Aberdeen Global Premier Properties Fund 0.0%
Value ($000) $5 Shares 802 Est. Cost $6.40 Unrealized
POOL Pool Corp 0.0%
Value ($000) $5 Shares 11 Est. Cost $328.70 Unrealized +21.2%
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $5 Shares 8 Est. Cost $388.65 Unrealized +32.6%
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $4 Shares 8 Est. Cost $556.90 Unrealized -9.5%
Ace Convergence Acqu Corp 0.0%
Value ($000) $4 Shares 2,192 Est. Cost $1.82 Unrealized
Whole Earth Brands, Inc. 0.0%
Value ($000) $4 Shares 274 Est. Cost $7.00 Unrealized
QSR Restaurant Brands International Inc 0.0%
Value ($000) $4 Shares 68 Est. Cost $53.17 Unrealized +26.7%
Cooper Cos Inc. 0.0%
Value ($000) $4 Shares 11 Est. Cost $363.64 Unrealized
TRMB Trimble, Inc. 0.0%
Value ($000) $4 Shares 50 Est. Cost $45.90 Unrealized +73.2%
VZ Verizon Communications Inc 0.0%
Value ($000) $4 Shares 77 Est. Cost $33.97 Unrealized +27.8%
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $4 Shares 22 Est. Cost $248.59 Unrealized -15.9%
THO Thor Inds Inc 0.0%
Value ($000) $4 Shares 36 Est. Cost $109.80 Unrealized +5.1%
The Korea Fund Inc 0.0%
Value ($000) $4 Shares 85 Est. Cost $34.59 Unrealized
WRB Berkley W R Corp 0.0%
Value ($000) $4 Shares 49 Est. Cost $27.39 Unrealized +12.4%
BSY Bentley Sys Inc. 0.0%
Value ($000) $4 Shares 55 Est. Cost $44.79 Unrealized +20.3%
CPRT Copart Inc. 0.0%
Value ($000) $4 Shares 29 Est. Cost $28.19 Unrealized +10.0%
NDSN Nordson Corp 0.0%
Value ($000) $4 Shares 18 Est. Cost $184.32 Unrealized +9.1%
ORGNW Origin Materials Inc. 0.0%
Value ($000) $4 Shares 1,853 Est. Cost $2.16 Unrealized
GDDY GoDaddy, Inc. 0.0%
Value ($000) $4 Shares 44 Est. Cost $75.01 Unrealized +11.4%
SK Telecom Ltd 0.0%
Value ($000) $4 Shares 128 Est. Cost $23.44 Unrealized
SHW Sherwin-Williams Co. (The) 0.0%
Value ($000) $4 Shares 14 Est. Cost $230.44 Unrealized +14.1%
NOW ServiceNow, Inc. 0.0%
Value ($000) $4 Shares 8 Est. Cost $74.46 Unrealized +36.2%
SLB Schlumberger Ltd 0.0%
Value ($000) $4 Shares 138 Est. Cost $15.96 Unrealized +74.0%
HLT Hilton, Inc 0.0%
Value ($000) $4 Shares 36 Est. Cost $87.46 Unrealized +41.0%
JD JD.Com Inc 0.0%
Value ($000) $4 Shares 49 Est. Cost $81.63 Unrealized
STM STMicroelectronics N V 0.0%
Value ($000) $4 Shares 121 Est. Cost $32.99 Unrealized
PODD Insulet Corp. 0.0%
Value ($000) $4 Shares 15 Est. Cost $212.68 Unrealized +27.8%
CARR Carrier Global Corporation 0.0%
Value ($000) $4 Shares 83 Est. Cost $41.98 Unrealized 0.0%
CDW CDW Corp 0.0%
Value ($000) $4 Shares 24 Est. Cost $140.79 Unrealized +15.7%
Linde plc 0.0%
Value ($000) $4 Shares 15 Est. Cost $222.22 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $4 Shares 10 Est. Cost $272.88 Unrealized +16.8%
Landsea Homes Corp 0.0%
Value ($000) $4 Shares 12,738 Est. Cost $0.26 Unrealized
SITE Siteone Landsscape Supply Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $165.98 Unrealized +5.4%
SHG Shinhan Financial Group Co L 0.0%
Value ($000) $3 Shares 84 Est. Cost $35.71 Unrealized
CHT Chungwa Telecom Co Ltd 0.0%
Value ($000) $3 Shares 63 Est. Cost $31.75 Unrealized
Japan Smaller Capitalization Fund Inc 0.0%
Value ($000) $3 Shares 321 Est. Cost $9.60 Unrealized
LPLA LPL Finl Hldgs Inc 0.0%
Value ($000) $3 Shares 23 Est. Cost $127.60 Unrealized +14.0%
Seattle Genetics, In 0.0%
Value ($000) $3 Shares 22 Est. Cost $161.16 Unrealized
BFAM Bright Horizons Fam Sol In D 0.0%
Value ($000) $3 Shares 21 Est. Cost $164.77 Unrealized -9.2%
Smartsheet, Inc. Cl A 0.0%
Value ($000) $3 Shares 47 Est. Cost $60.21 Unrealized
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $3 Shares 87 Est. Cost $30.75 Unrealized +7.2%
ES Eversource Energy 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.90 Unrealized +2.0%
FN Fabrinet 0.0%
Value ($000) $3 Shares 35 Est. Cost $86.61 Unrealized +3.3%
GS Goldman Sachs Group, Inc. (The) 0.0%
Value ($000) $3 Shares 8 Est. Cost $183.58 Unrealized +74.0%
HDB HDFC Bank Ltd 0.0%
Value ($000) $3 Shares 46 Est. Cost $86.96 Unrealized
NBIS Yandex N V 0.0%
Value ($000) $3 Shares 36 Est. Cost $55.56 Unrealized
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $3 Shares 46 Est. Cost $61.33 Unrealized +4.0%
VPC Impact Acquisition Hldng 0.0%
Value ($000) $3 Shares 346 Est. Cost $13.36 Unrealized
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $3 Shares 37 Est. Cost $62.79 Unrealized +28.7%
Activision Blizzard, Inc. 0.0%
Value ($000) $3 Shares 36 Est. Cost $76.39 Unrealized
Redball Acquisition Corp 0.0%
Value ($000) $3 Shares 298 Est. Cost $11.84 Unrealized
IBKR Interactive Brokers Group In 0.0%
Value ($000) $3 Shares 47 Est. Cost $17.53 Unrealized -3.9%
ICE Intercontinental Exchange Group, Inc. 0.0%
Value ($000) $3 Shares 29 Est. Cost $90.97 Unrealized +19.1%
ADSK Autodesk, Inc. 0.0%
Value ($000) $3 Shares 9 Est. Cost $216.28 Unrealized +31.9%
BUD Anheuser-Busch Inbev SA/NV ADR 0.0%
Value ($000) $3 Shares 45 Est. Cost $57.78 Unrealized
Aspen Technology Inc. 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
TCOM Trip.com Group Ltd ADR 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.85 Unrealized
NTES Netease Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
RARE Ultragenyx Pharmaceutical In 0.0%
Value ($000) $3 Shares 30 Est. Cost $97.49 Unrealized +6.9%
PSX Phillips 66 0.0%
Value ($000) $3 Shares 38 Est. Cost $56.22 Unrealized +25.5%
AAPL Apple Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $110.62 Unrealized +14.3%
ALLE Allegion PLC 0.0%
Value ($000) $3 Shares 25 Est. Cost $108.27 Unrealized +18.7%
RDY Dr Reddys Labs Ltd 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.22 Unrealized
Ansys Inc 0.0%
Value ($000) $2 Shares 6 Est. Cost $333.33 Unrealized
Morgan Stanley India Investment Fund Inc 0.0%
Value ($000) $2 Shares 76 Est. Cost $22.86 Unrealized
Duck Creek Technologies Inc 0.0%
Value ($000) $2 Shares 49 Est. Cost $40.82 Unrealized
PAGS Pagseguro Digital Ltd 0.0%
Value ($000) $2 Shares 36 Est. Cost $52.08 Unrealized -7.6%
ASX Ase Technology Hldg Co. Ltd. 0.0%
Value ($000) $2 Shares 293 Est. Cost $8.42 Unrealized
The India Fund Inc 0.0%
Value ($000) $2 Shares 83 Est. Cost $24.27 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $2 Shares 105 Est. Cost $23.95 Unrealized
Unilever PLC 0.0%
Value ($000) $2 Shares 28 Est. Cost $60.98 Unrealized
CHE Chemed Corp New 0.0%
Value ($000) $2 Shares 5 Est. Cost $482.26 Unrealized -2.0%
FICO Fair Isaac Corp 0.0%
Value ($000) $2 Shares 4 Est. Cost $475.37 Unrealized +6.4%
EXPO Exponent Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $88.68 Unrealized +0.0%
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $143.54 Unrealized +5.1%
ROL Rollins Inc 0.0%
Value ($000) $2 Shares 62 Est. Cost $33.68 Unrealized -2.3%
RIO Rio Tinto PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $80.00 Unrealized
MMYT MakeMyTrip Limited Mauritius 0.0%
Value ($000) $2 Shares 52 Est. Cost $31.79 Unrealized -12.6%
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $424.73 Unrealized 0.0%
XP XP Inc. 0.0%
Value ($000) $1 Shares 32 Est. Cost $42.69 Unrealized -3.1%
IQ Iqiyi Inc 0.0%
Value ($000) $1 Shares 86 Est. Cost $14.87 Unrealized
Momo Inc 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized