Live Oak Private Wealth LLC Diversified Active

CIK: 0001799877 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 8, 2022

Total Value ($000): $534,515 (100.0% shares, 0.0% debt)

Holdings (175)

BRK/B BERKSHIRE HATHAWAY INC DEL 3.9%
Value ($000) $20,926 Shares 69,987 Est. Cost $208.89 Unrealized +37.1%
BAC BK OF AMERICA CORP 2.8%
Value ($000) $15,083 Shares 339,031 Est. Cost $25.00 Unrealized +64.1%
DLTR DOLLAR TREE INC 2.7%
Value ($000) $14,564 Shares 103,641 Est. Cost $101.18 Unrealized +20.0%
SCHW SCHWAB CHARLES CORP 2.7%
Value ($000) $14,414 Shares 171,390 Est. Cost $38.95 Unrealized +96.4%
CVS CVS HEALTH CORP 2.7%
Value ($000) $14,401 Shares 139,602 Est. Cost $56.29 Unrealized +43.0%
AAPL APPLE INC 2.7%
Value ($000) $14,332 Shares 80,712 Est. Cost $99.44 Unrealized +55.6%
MSFT MICROSOFT CORP 2.6%
Value ($000) $13,894 Shares 41,313 Est. Cost $160.60 Unrealized +95.2%
MOS MOSAIC CO NEW 2.1%
Value ($000) $11,467 Shares 291,851 Est. Cost $11.94 Unrealized +190.6%
DIS DISNEY WALT CO 2.1%
Value ($000) $11,373 Shares 73,428 Est. Cost $123.12 Unrealized +28.2%
GOOGL ALPHABET INC 2.1%
Value ($000) $11,081 Shares 3,825 Est. Cost $67.30 Unrealized +112.4%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $10,182 Shares 20,276 Est. Cost $257.70 Unrealized +63.8%
RTX RAYTHEON TECHNOLOGIES CORP 1.9%
Value ($000) $9,894 Shares 114,967 Est. Cost $58.34 Unrealized +36.0%
ABT ABBOTT LABS 1.7%
Value ($000) $9,147 Shares 64,989 Est. Cost $81.46 Unrealized +45.7%
GOOG ALPHABET INC 1.6%
Value ($000) $8,782 Shares 3,035 Est. Cost $66.16 Unrealized +116.8%
PFE PFIZER INC 1.6%
Value ($000) $8,702 Shares 147,373 Est. Cost $26.67 Unrealized +50.8%
UPS UNITED PARCEL SERVICE INC 1.6%
Value ($000) $8,561 Shares 39,940 Est. Cost $93.80 Unrealized +79.7%
CSCO CISCO SYS INC 1.5%
Value ($000) $8,083 Shares 127,557 Est. Cost $38.13 Unrealized +32.4%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $8,032 Shares 154,579 Est. Cost $41.74 Unrealized -3.2%
QCOM QUALCOMM INC 1.5%
Value ($000) $8,004 Shares 43,770 Est. Cost $77.65 Unrealized +88.1%
TERMINIX GLOBAL HOLDINGS INC 1.5%
Value ($000) $7,864 Shares 173,858 Est. Cost $48.88 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $7,808 Shares 49,308 Est. Cost $97.53 Unrealized +51.6%
TJX TJX COS INC NEW 1.4%
Value ($000) $7,296 Shares 96,106 Est. Cost $51.12 Unrealized +27.7%
IGSB ISHARES TR 1.4%
Value ($000) $7,255 Shares 134,652 Est. Cost $54.70 Unrealized
RY ROYAL BK CDA 1.4%
Value ($000) $7,226 Shares 68,080 Est. Cost $89.80 Unrealized +15.6%
DEO DIAGEO PLC 1.4%
Value ($000) $7,224 Shares 32,816 Est. Cost $140.41 Unrealized
CVX CHEVRON CORP NEW 1.3%
Value ($000) $7,111 Shares 60,598 Est. Cost $74.04 Unrealized +29.8%
LOW LOWES COS INC 1.3%
Value ($000) $7,102 Shares 27,475 Est. Cost $132.59 Unrealized +65.8%
MET METLIFE INC 1.3%
Value ($000) $7,095 Shares 113,544 Est. Cost $32.27 Unrealized +71.6%
MRK MERCK & CO INC 1.3%
Value ($000) $6,929 Shares 90,406 Est. Cost $63.86 Unrealized +9.4%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $6,615 Shares 131,436 Est. Cost $36.30 Unrealized +27.1%
HCA HCA HEALTHCARE INC 1.2%
Value ($000) $6,433 Shares 25,040 Est. Cost $127.33 Unrealized +85.4%
INTC INTEL CORP 1.2%
Value ($000) $6,377 Shares 123,825 Est. Cost $51.90 Unrealized -8.9%
FISV FISERV INC 1.2%
Value ($000) $6,293 Shares 60,635 Est. Cost $114.32 Unrealized -9.6%
ZBH ZIMMER BIOMET HOLDINGS INC 1.2%
Value ($000) $6,235 Shares 49,076 Est. Cost $141.27 Unrealized -10.7%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.2%
Value ($000) $6,166 Shares 40,931 Est. Cost $102.06 Unrealized +27.0%
KO COCA COLA CO 1.1%
Value ($000) $6,130 Shares 103,523 Est. Cost $41.34 Unrealized +19.0%
NVS NOVARTIS AG 1.1%
Value ($000) $6,067 Shares 69,358 Est. Cost $87.23 Unrealized
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $6,007 Shares 16,718 Est. Cost $291.68 Unrealized +15.8%
AON AON PLC 1.1%
Value ($000) $5,712 Shares 19,006 Est. Cost $205.48 Unrealized +41.6%
VNT VONTIER CORPORATION 1.1%
Value ($000) $5,665 Shares 184,349 Est. Cost $32.67 Unrealized -0.3%
SONY SONY GROUP CORPORATION 1.1%
Value ($000) $5,617 Shares 44,442 Est. Cost $77.04 Unrealized
NEAR ISHARES U S ETF TR 1.0%
Value ($000) $5,489 Shares 109,893 Est. Cost $50.15 Unrealized
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $5,378 Shares 112,079 Est. Cost $35.66 Unrealized +24.5%
IVZ INVESCO LTD 1.0%
Value ($000) $5,327 Shares 231,425 Est. Cost $9.84 Unrealized +105.5%
CHTR CHARTER COMMUNICATIONS INC N 0.9%
Value ($000) $5,065 Shares 7,768 Est. Cost $472.54 Unrealized +44.1%
KMX CARMAX INC 0.9%
Value ($000) $4,933 Shares 37,877 Est. Cost $93.79 Unrealized +49.3%
TWITTER INC 0.9%
Value ($000) $4,864 Shares 112,551 Est. Cost $41.32 Unrealized
BROOKFIELD ASSET MGMT INC 0.9%
Value ($000) $4,584 Shares 75,917 Est. Cost $47.85 Unrealized
AGG ISHARES TR 0.9%
Value ($000) $4,577 Shares 40,121 Est. Cost $118.15 Unrealized
UNILEVER PLC 0.8%
Value ($000) $4,516 Shares 83,963 Est. Cost $55.84 Unrealized
SHY ISHARES TR 0.8%
Value ($000) $4,298 Shares 50,246 Est. Cost $86.54 Unrealized
V VISA INC 0.7%
Value ($000) $4,008 Shares 18,493 Est. Cost $180.76 Unrealized +15.1%
FDX FEDEX CORP 0.7%
Value ($000) $3,845 Shares 14,867 Est. Cost $135.76 Unrealized +62.0%
FLOT ISHARES TR 0.7%
Value ($000) $3,824 Shares 75,385 Est. Cost $50.66 Unrealized
GABELLI EQUITY TR INC 0.7%
Value ($000) $3,697 Shares 514,176 Est. Cost $5.35 Unrealized
AMAT APPLIED MATLS INC 0.6%
Value ($000) $3,234 Shares 20,552 Est. Cost $51.23 Unrealized +172.4%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,881 Shares 46,199 Est. Cost $50.04 Unrealized -1.6%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $2,876 Shares 27,421 Est. Cost $83.43 Unrealized +3.4%
ABBV ABBVIE INC 0.5%
Value ($000) $2,772 Shares 20,469 Est. Cost $75.00 Unrealized +35.6%
HANCOCK JOHN TAX-ADVANTAGED 0.5%
Value ($000) $2,683 Shares 102,602 Est. Cost $19.26 Unrealized
MKL MARKEL CORP 0.5%
Value ($000) $2,480 Shares 2,010 Est. Cost $1143.25 Unrealized +10.4%
GABELLI DIVID & INCOME TR 0.5%
Value ($000) $2,463 Shares 91,222 Est. Cost $17.61 Unrealized
TIP ISHARES TR 0.4%
Value ($000) $2,310 Shares 17,883 Est. Cost $126.68 Unrealized
EATON VANCE TX ADV GLBL DIV 0.4%
Value ($000) $2,120 Shares 93,284 Est. Cost $14.29 Unrealized
ICLR ICON PLC 0.4%
Value ($000) $1,908 Shares 6,162 Est. Cost $197.42 Unrealized +41.7%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,904 Shares 5,788 Est. Cost $167.33 Unrealized +61.4%
EFA ISHARES TR 0.4%
Value ($000) $1,892 Shares 24,047 Est. Cost $66.78 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,888 Shares 4,550 Est. Cost $240.81 Unrealized +42.5%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,887 Shares 88,198 Est. Cost $21.82 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,863 Shares 3,905 Est. Cost $409.45 Unrealized
FOXA FOX CORP 0.3%
Value ($000) $1,704 Shares 46,173 Est. Cost $32.22 Unrealized +15.9%
VRSN VERISIGN INC 0.3%
Value ($000) $1,704 Shares 6,715 Est. Cost $194.83 Unrealized +17.7%
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,701 Shares 79,248 Est. Cost $21.77 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,664 Shares 9,465 Est. Cost $128.07 Unrealized +28.6%
FERG1GBX FERGUSON PLC NEW 0.3%
Value ($000) $1,600 Shares 8,919 Est. Cost $122.54 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.3%
Value ($000) $1,471 Shares 102,455 Est. Cost $13.42 Unrealized
MCO MOODYS CORP 0.3%
Value ($000) $1,425 Shares 3,649 Est. Cost $253.23 Unrealized +47.0%
PROSHARES TR 0.3%
Value ($000) $1,408 Shares 90,000 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,397 Shares 13,507 Est. Cost $99.35 Unrealized +2.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,373 Shares 3,863 Est. Cost $314.99 Unrealized -1.9%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $1,355 Shares 4,454 Est. Cost $246.34 Unrealized +7.0%
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $1,329 Shares 158,585 Est. Cost $5.72 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,215 Shares 6,993 Est. Cost $113.00 Unrealized +26.9%
GABELLI MULTIMEDIA TR INC 0.2%
Value ($000) $1,171 Shares 134,937 Est. Cost $6.57 Unrealized
EEFT EURONET WORLDWIDE INC 0.2%
Value ($000) $1,162 Shares 9,748 Est. Cost $122.95 Unrealized -3.3%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,154 Shares 2,429 Est. Cost $341.27 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,145 Shares 9,637 Est. Cost $197.11 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,132 Shares 7,824 Est. Cost $37.71 Unrealized +19.8%
BLACKROCK INC 0.2%
Value ($000) $1,080 Shares 1,180 Est. Cost $743.98 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,068 Shares 2,793 Est. Cost $195.07 Unrealized +82.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,056 Shares 6,170 Est. Cost $123.27 Unrealized +17.7%
ABERDEEN TOTAL DYNAMIC DIVD 0.2%
Value ($000) $1,056 Shares 103,295 Est. Cost $7.70 Unrealized
LINDE PLC 0.2%
Value ($000) $1,028 Shares 2,968 Est. Cost $232.80 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $976 Shares 4,388 Est. Cost $192.51 Unrealized
DINT DAVIS FUNDAMENTAL ETF TR 0.2%
Value ($000) $933 Shares 48,092 Est. Cost $23.09 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $918 Shares 5,642 Est. Cost $102.94 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $869 Shares 3,640 Est. Cost $35.98 Unrealized +13.2%
SNY SANOFI 0.2%
Value ($000) $851 Shares 16,996 Est. Cost $49.44 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $818 Shares 9,853 Est. Cost $74.67 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $814 Shares 4,977 Est. Cost $109.76 Unrealized +22.2%
VOYA INFRASTRUCTURE INDLS & 0.1%
Value ($000) $796 Shares 65,919 Est. Cost $9.03 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $775 Shares 2,603 Est. Cost $193.40 Unrealized +32.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $761 Shares 8,010 Est. Cost $71.78 Unrealized +6.3%
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $733 Shares 24,589 Est. Cost $19.24 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $724 Shares 38,630 Est. Cost $15.69 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $710 Shares 4,230 Est. Cost $122.58 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $680 Shares 4,620 Est. Cost $103.97 Unrealized
BUNGE LIMITED 0.1%
Value ($000) $662 Shares 7,092 Est. Cost $44.30 Unrealized
JD JD.COM INC 0.1%
Value ($000) $659 Shares 9,402 Est. Cost $50.54 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $652 Shares 923 Est. Cost $40.03 Unrealized +8.1%
TFC TRUIST FINL CORP 0.1%
Value ($000) $642 Shares 10,969 Est. Cost $39.92 Unrealized +24.5%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $637 Shares 12,388 Est. Cost $50.42 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $631 Shares 2,725 Est. Cost $100.57 Unrealized +113.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $616 Shares 10,072 Est. Cost $42.85 Unrealized +25.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $611 Shares 2,955 Est. Cost $153.98 Unrealized +21.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $568 Shares 2,722 Est. Cost $138.11 Unrealized +34.0%
BIDU BAIDU INC 0.1%
Value ($000) $545 Shares 3,664 Est. Cost $150.70 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $540 Shares 6,198 Est. Cost $87.82 Unrealized -2.2%
CBRE GBL REAL ESTATE INC FD 0.1%
Value ($000) $537 Shares 54,884 Est. Cost $5.98 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $532 Shares 10,762 Est. Cost $40.77 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $518 Shares 4,304 Est. Cost $117.73 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $514 Shares 486 Est. Cost $118.07 Unrealized +184.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $500 Shares 150 Est. Cost $164.23 Unrealized +4.2%
NTR NUTRIEN LTD 0.1%
Value ($000) $496 Shares 6,590 Est. Cost $31.03 Unrealized +98.6%
TLT ISHARES TR 0.1%
Value ($000) $489 Shares 3,300 Est. Cost $135.45 Unrealized
SPPP SPROTT PHYSICAL PLAT PALLAD 0.1%
Value ($000) $488 Shares 35,000 Est. Cost $13.94 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $464 Shares 1,735 Est. Cost $255.22 Unrealized -1.6%
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $443 Shares 17,103 Est. Cost $23.48 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $436 Shares 1,577 Est. Cost $170.58 Unrealized +43.0%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $431 Shares 8,473 Est. Cost $45.62 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $423 Shares 6,200 Est. Cost $53.99 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $421 Shares 43,136 Est. Cost $8.23 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $418 Shares 1,858 Est. Cost $183.90 Unrealized +0.7%
IEFA ISHARES TR 0.1%
Value ($000) $409 Shares 5,483 Est. Cost $70.69 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $407 Shares 2,400 Est. Cost $89.38 Unrealized +75.4%
IJH ISHARES TR 0.1%
Value ($000) $405 Shares 1,432 Est. Cost $268.71 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $397 Shares 4,274 Est. Cost $56.85 Unrealized +52.2%
XAWPX ABERDEEN GLOBAL PREMIER PPTY 0.1%
Value ($000) $388 Shares 56,692 Est. Cost $4.66 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $381 Shares 3,330 Est. Cost $112.94 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $375 Shares 15,863 Est. Cost $18.79 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $369 Shares 1,575 Est. Cost $208.54 Unrealized +3.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $360 Shares 1,343 Est. Cost $176.70 Unrealized +29.9%
NKE NIKE INC 0.1%
Value ($000) $355 Shares 2,130 Est. Cost $154.55 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $352 Shares 620 Est. Cost $365.18 Unrealized +33.7%
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $344 Shares 12,075 Est. Cost $22.03 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $338 Shares 3,805 Est. Cost $68.84 Unrealized +9.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $333 Shares 139 Est. Cost $2206.84 Unrealized +5.7%
CSX CSX CORP 0.1%
Value ($000) $324 Shares 8,614 Est. Cost $29.71 Unrealized +12.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $323 Shares 5,684 Est. Cost $31.24 Unrealized +65.9%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $320 Shares 1,018 Est. Cost $205.27 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $317 Shares 1,287 Est. Cost $128.54 Unrealized +61.3%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $315 Shares 1,689 Est. Cost $183.16 Unrealized -3.9%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $312 Shares 16,179 Est. Cost $12.42 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $301 Shares 725 Est. Cost $269.28 Unrealized +27.5%
FNB F N B CORP 0.1%
Value ($000) $287 Shares 23,681 Est. Cost $6.04 Unrealized +72.4%
EEM ISHARES TR 0.1%
Value ($000) $284 Shares 5,806 Est. Cost $50.47 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $277 Shares 1,135 Est. Cost $194.37 Unrealized +8.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $277 Shares 415 Est. Cost $542.36 Unrealized +13.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $275 Shares 1,216 Est. Cost $145.69 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $273 Shares 1,084 Est. Cost $195.24 Unrealized +10.1%
SO SOUTHERN CO 0.1%
Value ($000) $271 Shares 3,947 Est. Cost $54.69 Unrealized +0.0%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $268 Shares 6,500 Est. Cost $31.98 Unrealized 0.0%
TEKLA LIFE SCIENCES INVS 0.0%
Value ($000) $254 Shares 13,223 Est. Cost $17.92 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $241 Shares 4,026 Est. Cost $66.69 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $228 Shares 2,000 Est. Cost $102.52 Unrealized 0.0%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $227 Shares 10,891 Est. Cost $18.00 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $222 Shares 1,019 Est. Cost $198.82 Unrealized +3.5%
TEKLA WORLD HEALTHCARE FD 0.0%
Value ($000) $221 Shares 13,540 Est. Cost $16.47 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $218 Shares 58,152 Est. Cost $3.44 Unrealized
SRE SEMPRA 0.0%
Value ($000) $205 Shares 1,552 Est. Cost $55.46 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $204 Shares 6,100 Est. Cost $26.58 Unrealized 0.0%
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $143 Shares 27,105 Est. Cost $4.57 Unrealized
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $142 Shares 10,480 Est. Cost $11.93 Unrealized
BLACKROCK RES & COMMODITIES 0.0%
Value ($000) $123 Shares 13,200 Est. Cost $6.14 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $106 Shares 10,525 Est. Cost $7.32 Unrealized