Thomas J. Herzfeld Advisors, Inc. Diversified Active

CIK: 0001509510 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $275,418 (100.0% shares, 0.0% debt)

Holdings (361)

Highland Floating Rate Opportunities Fund 10.9%
Value ($000) $29,949 Shares 2,725,128 Est. Cost $10.96 Unrealized
NXDT Nexpoint Diversified Rel Et 7.4%
Value ($000) $20,482 Shares 1,508,212 Est. Cost $15.28 Unrealized
Central Securities Corp 2.9%
Value ($000) $8,027 Shares 180,055 Est. Cost $26.02 Unrealized
Boulder Growth & Income Fund Inc 2.7%
Value ($000) $7,455 Shares 524,636 Est. Cost $9.66 Unrealized
High Income Secs Fd Shs 2.6%
Value ($000) $7,110 Shares 822,020 Est. Cost $8.65 Unrealized
PIMCO Dynamic Income Fd 2.4%
Value ($000) $6,521 Shares 251,677 Est. Cost $25.91 Unrealized
BlackRock Science and Technology Trust II 2.3%
Value ($000) $6,455 Shares 165,757 Est. Cost $30.79 Unrealized
PIMCO Enrgy Tactical Cr Opp 2.3%
Value ($000) $6,363 Shares 494,040 Est. Cost $9.52 Unrealized
TBF ProShares TR 2.2%
Value ($000) $6,180 Shares 386,522 Est. Cost $16.75 Unrealized
MTZ MasTec Inc 2.1%
Value ($000) $5,710 Shares 61,874 Est. Cost $56.09 Unrealized +62.9%
Saba Capital Income & Opportunities Fund 1.7%
Value ($000) $4,775 Shares 1,056,444 Est. Cost $4.61 Unrealized
BlackRock Cap Allocation Tr 1.6%
Value ($000) $4,452 Shares 228,877 Est. Cost $19.45 Unrealized
Cornerstone Strategic Value Fund Inc 1.6%
Value ($000) $4,418 Shares 309,198 Est. Cost $11.52 Unrealized
Nuveen Mutli Asset Income Fund 1.6%
Value ($000) $4,348 Shares 233,153 Est. Cost $18.65 Unrealized
Cornerstone Total Rtrn Fd In 1.6%
Value ($000) $4,321 Shares 314,225 Est. Cost $11.31 Unrealized
BlackRock ESG Cap Allc Tr 1.6%
Value ($000) $4,306 Shares 230,868 Est. Cost $18.65 Unrealized
General American Investors Co Inc 1.5%
Value ($000) $4,241 Shares 95,942 Est. Cost $36.37 Unrealized
Apollo Tactical Income Fund Inc 1.5%
Value ($000) $4,084 Shares 266,554 Est. Cost $15.38 Unrealized
Angel Oak Final Strategies Incm Trm Trst 1.4%
Value ($000) $3,928 Shares 230,222 Est. Cost $17.06 Unrealized
Neuberger Brman Next Genera 1.4%
Value ($000) $3,853 Shares 222,725 Est. Cost $17.30 Unrealized
SSSS Sutter Rock Cap Corp 1.4%
Value ($000) $3,786 Shares 292,346 Est. Cost $12.93 Unrealized +1.8%
CCIF Vertical Capital Income Fund 1.3%
Value ($000) $3,683 Shares 361,052 Est. Cost $9.47 Unrealized
Oxford Lane Cap Corp 1.3%
Value ($000) $3,445 Shares 446,759 Est. Cost $7.40 Unrealized
Special Opportunities Fund Inc. 1.2%
Value ($000) $3,373 Shares 218,316 Est. Cost $15.18 Unrealized
Nuveen Real Estate Income Fund 1.2%
Value ($000) $3,352 Shares 261,493 Est. Cost $12.38 Unrealized
XNDPX Tortoise Energy Independence 1.2%
Value ($000) $3,333 Shares 150,528 Est. Cost $20.03 Unrealized
Adams Diversified Equity Fund Inc 1.2%
Value ($000) $3,289 Shares 169,437 Est. Cost $13.92 Unrealized
OCCI OFS Credit Company Inc 1.2%
Value ($000) $3,287 Shares 246,549 Est. Cost $14.52 Unrealized
ECC Eagle Pt Cr Co LLC 1.1%
Value ($000) $3,141 Shares 224,391 Est. Cost $12.67 Unrealized
Nuveen Real Asset Income and Growth Fund 1.1%
Value ($000) $2,997 Shares 185,920 Est. Cost $13.68 Unrealized
SAR Saratoga Invt Corp 1.1%
Value ($000) $2,964 Shares 100,890 Est. Cost $29.08 Unrealized 0.0%
Thornburg Incm Builder Opp Tr 1.1%
Value ($000) $2,963 Shares 158,805 Est. Cost $18.66 Unrealized
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund 1.1%
Value ($000) $2,932 Shares 215,870 Est. Cost $11.60 Unrealized
Western Asset Diversifised In 1.0%
Value ($000) $2,872 Shares 156,835 Est. Cost $18.31 Unrealized
The Herzfeld Caribbean Basin Fund Inc 1.0%
Value ($000) $2,864 Shares 517,601 Est. Cost $7.24 Unrealized
PGIM Short Duration High Yield Fund, Inc. 1.0%
Value ($000) $2,832 Shares 176,451 Est. Cost $13.92 Unrealized
PIMCO Global StocksPLS Inc. 1.0%
Value ($000) $2,811 Shares 259,544 Est. Cost $10.76 Unrealized
FBP First BanCorp/Puerto Rico 1.0%
Value ($000) $2,759 Shares 200,211 Est. Cost $6.49 Unrealized +84.8%
PGIM Global Short Duration High Yield Fund, Inc. 1.0%
Value ($000) $2,757 Shares 182,681 Est. Cost $13.32 Unrealized
AllianzGI Artificial Intelligence Opp Fund 1.0%
Value ($000) $2,675 Shares 107,889 Est. Cost $26.56 Unrealized
NEE NextEra Energy Inc 0.9%
Value ($000) $2,536 Shares 27,169 Est. Cost $58.40 Unrealized +32.4%
BPOP Popular Inc 0.9%
Value ($000) $2,528 Shares 30,814 Est. Cost $40.89 Unrealized +75.2%
Cohen & Steers Tax Advan Pfd 0.9%
Value ($000) $2,450 Shares 101,885 Est. Cost $24.05 Unrealized
Nuveen Core Plus Impact Fund 0.9%
Value ($000) $2,416 Shares 132,025 Est. Cost $18.30 Unrealized
Nuveen Mortgage and Income Fund 0.8%
Value ($000) $2,261 Shares 107,917 Est. Cost $19.60 Unrealized
Western Asset Mortgage Opp Fund Inc. 0.8%
Value ($000) $2,159 Shares 141,972 Est. Cost $13.95 Unrealized
MLM Martin Marietta Materials Inc 0.6%
Value ($000) $1,762 Shares 4,000 Est. Cost $287.22 Unrealized +37.5%
PGT Innovations Inc 0.6%
Value ($000) $1,734 Shares 77,117 Est. Cost $20.35 Unrealized
ASLE Aersale Corporation 0.6%
Value ($000) $1,710 Shares 96,418 Est. Cost $14.03 Unrealized +33.0%
CPA Copa Holdings SA 0.6%
Value ($000) $1,674 Shares 20,250 Est. Cost $56.74 Unrealized +17.5%
FUMB First Trust Ultra Short Duration Municipal 0.6%
Value ($000) $1,614 Shares 80,047 Est. Cost $20.17 Unrealized
RCL Royal Caribbean Cruises Ltd 0.5%
Value ($000) $1,510 Shares 19,633 Est. Cost $68.51 Unrealized +16.5%
CX Cemex SAB de CV 0.5%
Value ($000) $1,496 Shares 220,645 Est. Cost $5.17 Unrealized
Clearbridge MLP And Midstrm 0.5%
Value ($000) $1,469 Shares 54,596 Est. Cost $24.85 Unrealized
LEN Lennar Corp 0.5%
Value ($000) $1,452 Shares 12,500 Est. Cost $69.65 Unrealized +38.0%
Neuberger Berman MLP Income Fund Inc 0.5%
Value ($000) $1,447 Shares 276,120 Est. Cost $3.37 Unrealized
ASR Grupo Aeroportuario del Sureste SAB de CV 0.5%
Value ($000) $1,361 Shares 6,600 Est. Cost $165.00 Unrealized
Tortoise Energy Infra Corp 0.5%
Value ($000) $1,355 Shares 48,536 Est. Cost $22.87 Unrealized
Clearbridge Energy Midstrm O 0.4%
Value ($000) $1,178 Shares 53,943 Est. Cost $22.40 Unrealized
IHI iShares U.S. Medical Devices ETF 0.4%
Value ($000) $1,161 Shares 17,638 Est. Cost $94.01 Unrealized
Salient Midstream & MLP Fd 0.4%
Value ($000) $1,160 Shares 172,121 Est. Cost $4.30 Unrealized
VAC Marriott Vacations Worldwide Corp 0.4%
Value ($000) $1,140 Shares 6,745 Est. Cost $117.91 Unrealized +36.3%
SHY Ishares Tr 13 Yr 0.4%
Value ($000) $1,098 Shares 12,835 Est. Cost $85.98 Unrealized
JMST JP Morgan Exchange-Traded F 0.4%
Value ($000) $1,091 Shares 21,358 Est. Cost $51.09 Unrealized
Aberdeen Std Global Infrastructure 0.4%
Value ($000) $1,042 Shares 50,742 Est. Cost $20.54 Unrealized
VMC Vulcan Materials Co 0.4%
Value ($000) $1,038 Shares 5,000 Est. Cost $136.81 Unrealized +37.0%
NCLH Norwegian Cruise Line Holdings Ltd 0.4%
Value ($000) $1,031 Shares 49,717 Est. Cost $20.86 Unrealized +14.6%
FMX Fomento Economico Mexicano SAB de CV 0.4%
Value ($000) $1,019 Shares 13,110 Est. Cost $75.77 Unrealized
BIL SPDR Ser Tr 0.4%
Value ($000) $998 Shares 10,919 Est. Cost $91.49 Unrealized
DTF Tax-Free Income Inc 0.4%
Value ($000) $972 Shares 68,037 Est. Cost $14.30 Unrealized
EVTC EVERTEC Inc 0.3%
Value ($000) $847 Shares 16,956 Est. Cost $36.21 Unrealized +25.2%
NFE New Fortress Energy Inc 0.3%
Value ($000) $843 Shares 34,911 Est. Cost $45.23 Unrealized -38.8%
CEFS Exchange Listed FDS Tr 0.3%
Value ($000) $774 Shares 37,414 Est. Cost $20.69 Unrealized
LIVN LivaNova PLC 0.3%
Value ($000) $728 Shares 8,330 Est. Cost $60.69 Unrealized +37.4%
ESRT Empire State Realty Trust Inc 0.2%
Value ($000) $658 Shares 73,894 Est. Cost $17.14 Unrealized
Bancolombia SA 0.2%
Value ($000) $641 Shares 20,280 Est. Cost $40.16 Unrealized
Pimco New York Municipal Income Fund II 0.2%
Value ($000) $639 Shares 56,290 Est. Cost $11.31 Unrealized
XBFZX BlackRock Calif Mun Income 0.2%
Value ($000) $624 Shares 42,870 Est. Cost $13.30 Unrealized
Rivernorth Flexible Mun Income 0.2%
Value ($000) $618 Shares 28,200 Est. Cost $21.91 Unrealized
MFS Investment Grade Municipal Trust 0.2%
Value ($000) $616 Shares 59,765 Est. Cost $9.57 Unrealized
SEB Seaboard Corp 0.2%
Value ($000) $539 Shares 137 Est. Cost $3214.42 Unrealized +22.5%
XMIOX Pioneer Mun High Income Oppo 0.2%
Value ($000) $538 Shares 29,265 Est. Cost $18.38 Unrealized
XMPT Vaneck Vectors ETF Tr 0.2%
Value ($000) $536 Shares 18,104 Est. Cost $29.61 Unrealized
XMHIX Pioneer Municipal High Income Trust 0.2%
Value ($000) $436 Shares 35,612 Est. Cost $11.99 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.2%
Value ($000) $435 Shares 2,850 Est. Cost $109.19 Unrealized
PCEF Invesco Exch Traded Fd Tr II 0.2%
Value ($000) $434 Shares 17,934 Est. Cost $24.20 Unrealized
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.1%
Value ($000) $403 Shares 3,968 Est. Cost $101.61 Unrealized
CCL Carnival Corp 0.1%
Value ($000) $353 Shares 17,559 Est. Cost $17.78 Unrealized +20.3%
Neuberger Brman Clifrn Muni 0.1%
Value ($000) $351 Shares 25,049 Est. Cost $14.01 Unrealized
Western Asset/Claymore Inflation-Linked Securities & Income Fund 0.1%
Value ($000) $344 Shares 25,990 Est. Cost $11.62 Unrealized
Nuveen Select Tax-Free Incom 0.1%
Value ($000) $326 Shares 20,429 Est. Cost $15.96 Unrealized
Nuveen Mun Value Fd Inc. 0.1%
Value ($000) $325 Shares 31,269 Est. Cost $10.39 Unrealized
BlackRock Innovation and Grw 0.1%
Value ($000) $309 Shares 21,237 Est. Cost $14.55 Unrealized
Logan Ridge Finance Corp 0.1%
Value ($000) $293 Shares 12,751 Est. Cost $24.24 Unrealized
GLD SPDR Gold Tr 0.1%
Value ($000) $239 Shares 1,398 Est. Cost $178.11 Unrealized
America Movil SAB de CV 0.1%
Value ($000) $233 Shares 11,048 Est. Cost $21.75 Unrealized
PFX Phenixfin Corp 0.1%
Value ($000) $232 Shares 5,537 Est. Cost $38.09 Unrealized +4.2%
Mexico Equity & Income Fd 0.1%
Value ($000) $222 Shares 24,888 Est. Cost $8.92 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $217 Shares 2,830 Est. Cost $45.06 Unrealized +55.1%
NEWT Newtek Business Svcs Corp 0.1%
Value ($000) $201 Shares 7,284 Est. Cost $29.91 Unrealized -1.9%
Nuveen Dynamic Mun Opportuni 0.1%
Value ($000) $200 Shares 12,031 Est. Cost $16.62 Unrealized
MFS High Income Mun Tr 0.1%
Value ($000) $190 Shares 37,230 Est. Cost $5.10 Unrealized
CCAP Crescent Cap BDC Inc. 0.1%
Value ($000) $185 Shares 10,537 Est. Cost $11.81 Unrealized 0.0%
LLY Eli Lilly & Co 0.1%
Value ($000) $177 Shares 642 Est. Cost $74.56 Unrealized +227.0%
AMGN Amgen Inc 0.1%
Value ($000) $157 Shares 700 Est. Cost $117.19 Unrealized +58.0%
Tri-Continental Corp 0.1%
Value ($000) $149 Shares 4,504 Est. Cost $24.25 Unrealized
GSIE Goldman Sachs ETF TR 0.1%
Value ($000) $148 Shares 4,197 Est. Cost $33.46 Unrealized
CEF Sprott Physical Gold and Silver Trust 0.1%
Value ($000) $142 Shares 8,000 Est. Cost $13.25 Unrealized
Nuveen Ohio Qlty Mun Income 0.1%
Value ($000) $142 Shares 8,889 Est. Cost $14.91 Unrealized
SONY Sony Corp 0.1%
Value ($000) $140 Shares 1,106 Est. Cost $72.39 Unrealized
Clearbridge MLP and Midstrm 0.1%
Value ($000) $139 Shares 5,875 Est. Cost $25.36 Unrealized
Nuveen Municipal Credit Opp Fund 0.0%
Value ($000) $125 Shares 8,002 Est. Cost $15.62 Unrealized
Adams Natural Resources Fund Inc 0.0%
Value ($000) $116 Shares 7,034 Est. Cost $19.78 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $113 Shares 225 Est. Cost $200.84 Unrealized +110.2%
NVS Novartis AG 0.0%
Value ($000) $109 Shares 1,244 Est. Cost $88.65 Unrealized
XVMMX Delaware Investments Minnesota Municipal Income Fund II Inc 0.0%
Value ($000) $108 Shares 7,663 Est. Cost $13.21 Unrealized
QQQ Invesco QQQ Tr 0.0%
Value ($000) $107 Shares 270 Est. Cost $155.56 Unrealized
CNI Canadian National Railway Company 0.0%
Value ($000) $107 Shares 869 Est. Cost $99.29 Unrealized +17.6%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $106 Shares 1,700 Est. Cost $46.14 Unrealized +6.7%
ASA Gold and Precious Metals Ltd 0.0%
Value ($000) $106 Shares 5,035 Est. Cost $3.78 Unrealized
SPY SPDR S&P 500 ETF Tr 0.0%
Value ($000) $104 Shares 220 Est. Cost $250.00 Unrealized
Invesco Tr Invt Grade New Yo 0.0%
Value ($000) $98 Shares 7,286 Est. Cost $13.12 Unrealized
ABBV AbbVie, Inc. 0.0%
Value ($000) $95 Shares 699 Est. Cost $86.55 Unrealized +17.5%
MA MasterCard, Inc. 0.0%
Value ($000) $90 Shares 251 Est. Cost $320.45 Unrealized +5.4%
OXSQ Oxford Square Capital Corp. 0.0%
Value ($000) $84 Shares 20,494 Est. Cost $4.16 Unrealized 0.0%
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $84 Shares 749 Est. Cost $100.82 Unrealized
Delaware Invts Natl Mun Inco 0.0%
Value ($000) $84 Shares 5,984 Est. Cost $13.08 Unrealized
BCS Barclays PLC 0.0%
Value ($000) $80 Shares 7,710 Est. Cost $10.36 Unrealized
MDY SPDR S&P MidCap 400 ETF Tr 0.0%
Value ($000) $78 Shares 150 Est. Cost $300.00 Unrealized
Western Assest Intm Muni Fd 0.0%
Value ($000) $73 Shares 7,562 Est. Cost $9.07 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $68 Shares 1,250 Est. Cost $28.80 Unrealized
SNY Sanofi 0.0%
Value ($000) $68 Shares 1,367 Est. Cost $49.27 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $64 Shares 61 Est. Cost $125.99 Unrealized +166.2%
BKR Baker Hughes Company 0.0%
Value ($000) $63 Shares 2,604 Est. Cost $21.00 Unrealized +6.4%
Royce Value Trust Inc 0.0%
Value ($000) $63 Shares 3,197 Est. Cost $15.11 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $61 Shares 1,997 Est. Cost $20.08 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $59 Shares 3,193 Est. Cost $15.37 Unrealized
Liberty All Star Growth Fund Inc 0.0%
Value ($000) $56 Shares 6,196 Est. Cost $5.83 Unrealized
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $55 Shares 4,000 Est. Cost $16.84 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $54 Shares 162 Est. Cost $107.89 Unrealized +190.5%
Gabelli Equity Trust Inc 0.0%
Value ($000) $49 Shares 6,842 Est. Cost $6.29 Unrealized
GXO GXO Logistics Incorporated 0.0%
Value ($000) $48 Shares 531 Est. Cost $89.86 Unrealized 0.0%
RIO Rio Tinto PLC 0.0%
Value ($000) $48 Shares 713 Est. Cost $67.32 Unrealized
Nuveen Multi-Market Income Fund Inc 0.0%
Value ($000) $46 Shares 6,009 Est. Cost $6.85 Unrealized
Liberty All Star Equity Fund 0.0%
Value ($000) $45 Shares 5,389 Est. Cost $6.13 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $44 Shares 367 Est. Cost $81.78 Unrealized
The GDL Fund 0.0%
Value ($000) $44 Shares 4,915 Est. Cost $9.91 Unrealized
SE Sea Limited 0.0%
Value ($000) $43 Shares 191 Est. Cost $96.66 Unrealized
WBXWF Wallbox NV 0.0%
Value ($000) $41 Shares 8,352 Est. Cost $4.91 Unrealized
XENWX Eaton Vance New York Mun Bd 0.0%
Value ($000) $40 Shares 3,297 Est. Cost $12.28 Unrealized
RYAAY Ryanair Holdings plc ADR 0.0%
Value ($000) $40 Shares 393 Est. Cost $103.36 Unrealized
The Gabelli Dividend & Income Trust 0.0%
Value ($000) $37 Shares 1,373 Est. Cost $20.34 Unrealized
AVGO Broadcom, Inc. 0.0%
Value ($000) $35 Shares 53 Est. Cost $27.85 Unrealized +86.0%
SVVC Firsthand Technology Value Fund, Inc. 0.0%
Value ($000) $34 Shares 8,571 Est. Cost $13.74 Unrealized -68.5%
XPZCX PIMCO California Municipal Income Fund III 0.0%
Value ($000) $34 Shares 3,061 Est. Cost $11.11 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $33 Shares 209 Est. Cost $79.93 Unrealized +84.9%
Nuveen New Jersey Quality Municipal Income Fund 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $13.93 Unrealized
Eaton Vance Calif Mun Incom 0.0%
Value ($000) $30 Shares 2,192 Est. Cost $13.93 Unrealized
FTCHQ Farfetch Ltd 0.0%
Value ($000) $30 Shares 893 Est. Cost $41.38 Unrealized -11.2%
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $30 Shares 400 Est. Cost $148.46 Unrealized -41.2%
AMZN Amazon Com Inc 0.0%
Value ($000) $30 Shares 9 Est. Cost $123.74 Unrealized +38.3%
ASML ASML Holding N V 0.0%
Value ($000) $27 Shares 34 Est. Cost $794.12 Unrealized
META Facebook, Inc. 0.0%
Value ($000) $26 Shares 76 Est. Cost $240.18 Unrealized +37.3%
HD The Home Depot Inc 0.0%
Value ($000) $26 Shares 63 Est. Cost $157.24 Unrealized +118.3%
GOOG Alphabet, Inc. Cl C 0.0%
Value ($000) $26 Shares 9 Est. Cost $80.44 Unrealized +78.3%
DCBO Docebo Inc. 0.0%
Value ($000) $26 Shares 383 Est. Cost $72.88 Unrealized -1.3%
ABNB Airbnb Inc. 0.0%
Value ($000) $22 Shares 132 Est. Cost $161.84 Unrealized +8.8%
BlackRock, Inc. 0.0%
Value ($000) $22 Shares 24 Est. Cost $583.33 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.0%
Value ($000) $19 Shares 1,859 Est. Cost $8.69 Unrealized
TXN Texas Instruments, Inc 0.0%
Value ($000) $19 Shares 100 Est. Cost $99.52 Unrealized +71.0%
XNBOX Neuberger Brman NY Muni Fd 0.0%
Value ($000) $18 Shares 1,422 Est. Cost $12.66 Unrealized
INCY Incyte Corp 0.0%
Value ($000) $18 Shares 242 Est. Cost $54.31 Unrealized +24.1%
Silverbox Engaged Merger Co 0.0%
Value ($000) $17 Shares 12,000 Est. Cost $1.42 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $16 Shares 45 Est. Cost $298.13 Unrealized +15.4%
Virtus Total Return Fund Inc. 0.0%
Value ($000) $16 Shares 1,704 Est. Cost $10.61 Unrealized
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $15 Shares 226 Est. Cost $47.43 Unrealized +16.6%
Li-Cycle Holdings Corp. 0.0%
Value ($000) $15 Shares 6,044 Est. Cost $2.48 Unrealized
PEP PepsiCo, Inc. 0.0%
Value ($000) $15 Shares 89 Est. Cost $91.56 Unrealized +56.7%
APD Air products and Chemicals, Inc. 0.0%
Value ($000) $15 Shares 50 Est. Cost $189.48 Unrealized +39.1%
Rice Acquisition Corp 0.0%
Value ($000) $15 Shares 10,248 Est. Cost $1.46 Unrealized
PG Procter & Gamble Co. (The) 0.0%
Value ($000) $15 Shares 94 Est. Cost $115.61 Unrealized +16.0%
IBN ICICI Bank Ltd 0.0%
Value ($000) $14 Shares 713 Est. Cost $15.03 Unrealized
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $14 Shares 219 Est. Cost $40.12 Unrealized +25.8%
The New Ireland Fund Inc 0.0%
Value ($000) $14 Shares 1,276 Est. Cost $11.22 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $13 Shares 22 Est. Cost $45.28 Unrealized +41.1%
TFC Truist Financial Corp 0.0%
Value ($000) $13 Shares 221 Est. Cost $27.74 Unrealized +79.2%
AMT American Tower Corporation 0.0%
Value ($000) $13 Shares 43 Est. Cost $199.66 Unrealized +19.9%
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $13 Shares 51 Est. Cost $126.99 Unrealized +63.2%
CCI Crown Castle Intl Corp. 0.0%
Value ($000) $13 Shares 64 Est. Cost $125.06 Unrealized +20.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $13 Shares 70 Est. Cost $107.82 Unrealized +35.5%
PCTTW Purecycle Technologies Inc 0.0%
Value ($000) $12 Shares 3,331 Est. Cost $14.04 Unrealized
SHOP Shopify, Inc. 0.0%
Value ($000) $12 Shares 9 Est. Cost $96.66 Unrealized +51.2%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $12 Shares 68 Est. Cost $93.00 Unrealized +68.0%
TCW Strategic Income Fund Inc 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $5.40 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $12 Shares 61 Est. Cost $139.73 Unrealized +54.5%
PAYX Paychex, Inc 0.0%
Value ($000) $11 Shares 80 Est. Cost $58.96 Unrealized +86.4%
HON Honeywell Intl, Inc. 0.0%
Value ($000) $11 Shares 54 Est. Cost $118.42 Unrealized +56.3%
SBUX Starbucks Corp. 0.0%
Value ($000) $11 Shares 98 Est. Cost $66.33 Unrealized +54.1%
MCD McDonald's Corp 0.0%
Value ($000) $11 Shares 42 Est. Cost $104.77 Unrealized +119.1%
EFX Equifax, Inc. 0.0%
Value ($000) $11 Shares 36 Est. Cost $178.45 Unrealized +51.4%
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $11 Shares 16 Est. Cost $376.99 Unrealized +63.7%
PLD ProLogis, Inc. 0.0%
Value ($000) $11 Shares 64 Est. Cost $80.76 Unrealized +63.4%
The New Germany Fund Inc 0.0%
Value ($000) $10 Shares 678 Est. Cost $17.03 Unrealized
PNC The PNC Financial Services Group Inc 0.0%
Value ($000) $10 Shares 50 Est. Cost $85.95 Unrealized +102.8%
NKE Nike, Inc. 0.0%
Value ($000) $10 Shares 59 Est. Cost $96.36 Unrealized +60.4%
VALE Vale SA 0.0%
Value ($000) $10 Shares 690 Est. Cost $15.88 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $10 Shares 97 Est. Cost $92.71 Unrealized +10.1%
Chargepoint Holdings Inc. 0.0%
Value ($000) $10 Shares 529 Est. Cost $20.79 Unrealized
UPS United Parcel Service Inc 0.0%
Value ($000) $10 Shares 45 Est. Cost $158.20 Unrealized +6.6%
Motive Capital Corp 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.30 Unrealized
The Taiwan Fund Inc 0.0%
Value ($000) $10 Shares 277 Est. Cost $31.85 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $10 Shares 73 Est. Cost $81.94 Unrealized +44.8%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $9 Shares 15 Est. Cost $470.38 Unrealized +20.7%
ZTS Zoetis Inc. 0.0%
Value ($000) $9 Shares 37 Est. Cost $104.89 Unrealized +100.7%
CVX Chevron Corp. 0.0%
Value ($000) $9 Shares 77 Est. Cost $69.83 Unrealized +37.6%
CB Chubb Ltd 0.0%
Value ($000) $9 Shares 45 Est. Cost $114.75 Unrealized +54.8%
ALC Alcon, Inc. 0.0%
Value ($000) $9 Shares 100 Est. Cost $57.87 Unrealized +40.5%
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $9 Shares 15 Est. Cost $501.00 Unrealized +24.8%
MCO Moody's Corp. 0.0%
Value ($000) $9 Shares 22 Est. Cost $269.13 Unrealized +38.3%
Aberdeen Global Dynamic Dividend Fund 0.0%
Value ($000) $9 Shares 719 Est. Cost $10.31 Unrealized
Matterport Inc 0.0%
Value ($000) $9 Shares 450 Est. Cost $20.00 Unrealized
STM STMicroelectronics N V 0.0%
Value ($000) $9 Shares 178 Est. Cost $36.82 Unrealized
CRL Charles Riv Labs Intl Inc 0.0%
Value ($000) $8 Shares 20 Est. Cost $294.55 Unrealized +31.9%
INFY Infosys Ltd 0.0%
Value ($000) $8 Shares 332 Est. Cost $19.67 Unrealized
HLT Hilton, Inc 0.0%
Value ($000) $8 Shares 49 Est. Cost $97.38 Unrealized +46.1%
OGN Organon & Co 0.0%
Value ($000) $8 Shares 265 Est. Cost $26.93 Unrealized +0.1%
HDB HDFC Bank Ltd 0.0%
Value ($000) $8 Shares 120 Est. Cost $74.57 Unrealized
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $8 Shares 64 Est. Cost $199.22 Unrealized
AZN AstraZeneca Group plc ADR 0.0%
Value ($000) $8 Shares 135 Est. Cost $53.29 Unrealized
ETN Eaton Corp. plc (Ireland) 0.0%
Value ($000) $8 Shares 44 Est. Cost $91.12 Unrealized +70.6%
CARR Carrier Global Corporation 0.0%
Value ($000) $8 Shares 142 Est. Cost $45.70 Unrealized +11.5%
SRE Sempra Energy 0.0%
Value ($000) $8 Shares 64 Est. Cost $51.35 Unrealized +8.0%
O Realty Income Corp. 0.0%
Value ($000) $8 Shares 111 Est. Cost $45.77 Unrealized +21.0%
SITE Siteone Landsscape Supply Inc 0.0%
Value ($000) $8 Shares 32 Est. Cost $180.25 Unrealized +28.3%
POOL Pool Corp 0.0%
Value ($000) $8 Shares 14 Est. Cost $364.88 Unrealized +36.4%
SVXY ProShares Short VIX Short-Term Futures ETF 0.0%
Value ($000) $7 Shares 110 Est. Cost $57.38 Unrealized
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $7 Shares 42 Est. Cost $177.54 Unrealized -26.6%
EQIX Equinix Inc 0.0%
Value ($000) $7 Shares 8 Est. Cost $609.16 Unrealized +21.2%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $7 Shares 46 Est. Cost $130.59 Unrealized +6.9%
CME CME Group Inc. 0.0%
Value ($000) $7 Shares 30 Est. Cost $169.20 Unrealized +9.2%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $7 Shares 21 Est. Cost $323.73 Unrealized -4.6%
The Mexico Fund, Inc. 0.0%
Value ($000) $7 Shares 451 Est. Cost $11.54 Unrealized
BTI British American Tobacco PLC 0.0%
Value ($000) $7 Shares 188 Est. Cost $35.59 Unrealized
TER Teradyne Inc 0.0%
Value ($000) $7 Shares 44 Est. Cost $125.22 Unrealized +10.4%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $7 Shares 30 Est. Cost $142.90 Unrealized +47.2%
V Visa Inc 0.0%
Value ($000) $6 Shares 29 Est. Cost $81.90 Unrealized +154.1%
IDXX IDEXX Labs Inc. 0.0%
Value ($000) $6 Shares 9 Est. Cost $443.84 Unrealized +41.4%
NDSN Nordson Corp 0.0%
Value ($000) $6 Shares 22 Est. Cost $195.07 Unrealized +24.8%
CMCSA Comcast Corp. Cl A Common Stock 0.0%
Value ($000) $6 Shares 114 Est. Cost $32.76 Unrealized +40.8%
MSCI MSCI Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $419.50 Unrealized +42.9%
USB U.S. Bancorp 0.0%
Value ($000) $6 Shares 112 Est. Cost $27.85 Unrealized +75.4%
BBY Best Buy Inc. 0.0%
Value ($000) $6 Shares 60 Est. Cost $93.36 Unrealized +0.5%
CDW CDW Corp 0.0%
Value ($000) $6 Shares 30 Est. Cost $148.74 Unrealized +21.4%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $6 Shares 62 Est. Cost $75.08 Unrealized +5.8%
Aberdeen Emerging Markets Equity Inc. 0.0%
Value ($000) $6 Shares 768 Est. Cost $7.57 Unrealized
Nuveen Credit Strategies Income Fund 0.0%
Value ($000) $6 Shares 889 Est. Cost $7.70 Unrealized
The European Equity Fund Inc 0.0%
Value ($000) $6 Shares 617 Est. Cost $9.20 Unrealized
Redball Acquisition Corp 0.0%
Value ($000) $6 Shares 5,099 Est. Cost $1.18 Unrealized
SHW Sherwin-Williams Co. (The) 0.0%
Value ($000) $5 Shares 14 Est. Cost $230.44 Unrealized +35.1%
SAP SAP SE 0.0%
Value ($000) $5 Shares 36 Est. Cost $138.89 Unrealized
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $5 Shares 8 Est. Cost $556.90 Unrealized +9.8%
Pioneer Merger Corp 0.0%
Value ($000) $5 Shares 7,000 Est. Cost $1.57 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $5 Shares 8 Est. Cost $74.46 Unrealized +76.3%
WRB Berkley W R Corp 0.0%
Value ($000) $5 Shares 60 Est. Cost $28.23 Unrealized +13.3%
BlackRock Enhanced International Dividend Trust 0.0%
Value ($000) $5 Shares 756 Est. Cost $5.89 Unrealized
Central and Eastern European Fund Inc 0.0%
Value ($000) $5 Shares 190 Est. Cost $29.03 Unrealized
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $5 Shares 37 Est. Cost $62.79 Unrealized +114.1%
Cooper Cos Inc. 0.0%
Value ($000) $5 Shares 12 Est. Cost $368.06 Unrealized
CPRT Copart Inc. 0.0%
Value ($000) $5 Shares 36 Est. Cost $29.92 Unrealized +24.0%
Aberdeen Total Dynamic Dividend Fund 0.0%
Value ($000) $5 Shares 516 Est. Cost $8.84 Unrealized
XJEQX Aberdeen Japan Equity Fund Inc 0.0%
Value ($000) $5 Shares 561 Est. Cost $6.91 Unrealized
COST Costco Wholesale Corp. 0.0%
Value ($000) $5 Shares 9 Est. Cost $296.29 Unrealized +64.7%
XAWPX Aberdeen Global Premier Properties Fund 0.0%
Value ($000) $5 Shares 802 Est. Cost $6.40 Unrealized
Doma Holdings Inc. 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.00 Unrealized
Gabelli Global Small & Mid C 0.0%
Value ($000) $5 Shares 337 Est. Cost $14.92 Unrealized
WeWork Inc. 0.0%
Value ($000) $5 Shares 2,399 Est. Cost $2.08 Unrealized
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $5 Shares 22 Est. Cost $248.59 Unrealized -21.8%
HUBS HubSpot Inc. 0.0%
Value ($000) $5 Shares 8 Est. Cost $644.26 Unrealized +17.4%
IEX IDEX Corp. 0.0%
Value ($000) $5 Shares 22 Est. Cost $155.55 Unrealized +38.6%
Totalenergies SE 0.0%
Value ($000) $5 Shares 104 Est. Cost $41.85 Unrealized
JD JD.Com Inc 0.0%
Value ($000) $5 Shares 75 Est. Cost $76.44 Unrealized
THO Thor Inds Inc 0.0%
Value ($000) $5 Shares 46 Est. Cost $107.49 Unrealized -7.7%
Linde plc 0.0%
Value ($000) $5 Shares 15 Est. Cost $222.22 Unrealized
LTRYW Lottery Com Inc. 0.0%
Value ($000) $5 Shares 4,529 Est. Cost $1.10 Unrealized
LPLA LPL Finl Hldgs Inc 0.0%
Value ($000) $5 Shares 29 Est. Cost $135.35 Unrealized +21.9%
CHT Chungwa Telecom Co Ltd 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.80 Unrealized
Aspen Technology Inc. 0.0%
Value ($000) $4 Shares 24 Est. Cost $152.78 Unrealized
Templeton Emerging Markets Fund 0.0%
Value ($000) $4 Shares 238 Est. Cost $15.71 Unrealized
LYB LyondellBasell Industries N.V. Class A 0.0%
Value ($000) $4 Shares 46 Est. Cost $63.04 Unrealized +8.4%
GDDY GoDaddy, Inc. 0.0%
Value ($000) $4 Shares 44 Est. Cost $75.01 Unrealized -4.6%
NTES Netease Inc 0.0%
Value ($000) $4 Shares 39 Est. Cost $113.74 Unrealized
ONC BeiGene, Ltd. 0.0%
Value ($000) $4 Shares 15 Est. Cost $246.03 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $4 Shares 12 Est. Cost $276.88 Unrealized +7.2%
GLW Corning Inc. 0.0%
Value ($000) $4 Shares 112 Est. Cost $35.29 Unrealized -5.5%
DNABW Ginkgo Bioworks Holdings Inc. 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $2.00 Unrealized
OPFI/WS Oppfi Inc 0.0%
Value ($000) $4 Shares 6,315 Est. Cost $1.58 Unrealized
ES Eversource Energy 0.0%
Value ($000) $4 Shares 40 Est. Cost $68.90 Unrealized +5.5%
VZ Verizon Communications Inc 0.0%
Value ($000) $4 Shares 77 Est. Cost $33.97 Unrealized +18.9%
Smartsheet, Inc. Cl A 0.0%
Value ($000) $4 Shares 47 Est. Cost $60.21 Unrealized
PODD Insulet Corp. 0.0%
Value ($000) $4 Shares 15 Est. Cost $212.68 Unrealized +36.4%
IBKR Interactive Brokers Group In 0.0%
Value ($000) $4 Shares 55 Est. Cost $17.62 Unrealized +3.2%
ICE Intercontinental Exchange Group, Inc. 0.0%
Value ($000) $4 Shares 29 Est. Cost $90.97 Unrealized +37.8%
AAPL Apple Inc 0.0%
Value ($000) $4 Shares 22 Est. Cost $110.62 Unrealized +39.9%
FN Fabrinet 0.0%
Value ($000) $4 Shares 34 Est. Cost $86.61 Unrealized +27.9%
Matterport Inc 0.0%
Value ($000) $4 Shares 390 Est. Cost $7.93 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $4 Shares 31 Est. Cost $111.25 Unrealized +11.2%
TRMB Trimble, Inc. 0.0%
Value ($000) $4 Shares 50 Est. Cost $45.90 Unrealized +87.1%
Morgan Stanley China A Sh Fd 0.0%
Value ($000) $4 Shares 197 Est. Cost $22.78 Unrealized
Pershing Square Tontine Hldg 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $1.33 Unrealized
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $4 Shares 73 Est. Cost $58.72 Unrealized -7.6%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $4 Shares 68 Est. Cost $53.17 Unrealized +10.9%
Pine Island Acquisition Corp 0.0%
Value ($000) $4 Shares 4,597 Est. Cost $0.87 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $4 Shares 138 Est. Cost $15.96 Unrealized +79.8%
SHG Shinhan Financial Group Co L 0.0%
Value ($000) $4 Shares 132 Est. Cost $33.75 Unrealized
Seattle Genetics, In 0.0%
Value ($000) $3 Shares 22 Est. Cost $161.16 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $3 Shares 74 Est. Cost $33.60 Unrealized -1.2%
PSX Phillips 66 0.0%
Value ($000) $3 Shares 38 Est. Cost $56.22 Unrealized +15.1%
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $3 Shares 16 Est. Cost $145.43 Unrealized +5.6%
EXPO Exponent Inc 0.0%
Value ($000) $3 Shares 27 Est. Cost $92.96 Unrealized +20.2%
UMC United Microelectronics Corp 0.0%
Value ($000) $3 Shares 297 Est. Cost $9.76 Unrealized
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $3 Shares 105 Est. Cost $30.81 Unrealized +0.9%
RARE Ultragenyx Pharmaceutical In 0.0%
Value ($000) $3 Shares 30 Est. Cost $97.49 Unrealized -16.5%
Japan Smaller Capitalization Fund Inc 0.0%
Value ($000) $3 Shares 321 Est. Cost $9.60 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $3 Shares 162 Est. Cost $22.04 Unrealized
Lam Research Corp 0.0%
Value ($000) $3 Shares 4 Est. Cost $750.00 Unrealized
The Korea Fund Inc 0.0%
Value ($000) $3 Shares 85 Est. Cost $34.59 Unrealized
BSY Bentley Sys Inc. 0.0%
Value ($000) $3 Shares 66 Est. Cost $46.17 Unrealized +14.9%
CHE Chemed Corp New 0.0%
Value ($000) $3 Shares 6 Est. Cost $480.78 Unrealized -1.5%
BUD Anheuser-Busch Inbev SA/NV ADR 0.0%
Value ($000) $3 Shares 45 Est. Cost $57.78 Unrealized
Ansys Inc 0.0%
Value ($000) $3 Shares 8 Est. Cost $343.75 Unrealized
ASX Ase Technology Hldg Co. Ltd. 0.0%
Value ($000) $3 Shares 445 Est. Cost $7.85 Unrealized
NBIS Yandex N V 0.0%
Value ($000) $3 Shares 54 Est. Cost $55.56 Unrealized
BFAM Bright Horizons Fam Sol In D 0.0%
Value ($000) $3 Shares 25 Est. Cost $160.64 Unrealized -13.5%
MU Micron Technology Inc 0.0%
Value ($000) $3 Shares 31 Est. Cost $76.29 Unrealized 0.0%
Genius Sports Limited 0.0%
Value ($000) $3 Shares 1,319 Est. Cost $8.09 Unrealized
GS Goldman Sachs Group, Inc. (The) 0.0%
Value ($000) $3 Shares 8 Est. Cost $183.58 Unrealized +94.2%
MMYT MakeMyTrip Limited Mauritius 0.0%
Value ($000) $2 Shares 80 Est. Cost $31.08 Unrealized -4.3%
The India Fund Inc 0.0%
Value ($000) $2 Shares 83 Est. Cost $24.27 Unrealized
Morgan Stanley India Investment Fund Inc 0.0%
Value ($000) $2 Shares 76 Est. Cost $22.86 Unrealized
Activision Blizzard, Inc. 0.0%
Value ($000) $2 Shares 36 Est. Cost $76.39 Unrealized
BIDU Baidu Inc. 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
Landsea Homes Corp 0.0%
Value ($000) $2 Shares 12,738 Est. Cost $0.26 Unrealized
Lufax Holdings LTD 0.0%
Value ($000) $2 Shares 335 Est. Cost $5.64 Unrealized
SQM Sociedad Quimica Y Minera De 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
TCOM Trip.com Group Ltd ADR 0.0%
Value ($000) $2 Shares 65 Est. Cost $31.47 Unrealized
GDS GDS Holdings 0.0%
Value ($000) $2 Shares 34 Est. Cost $43.25 Unrealized
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $2 Shares 5 Est. Cost $428.82 Unrealized +1.4%
FICO Fair Isaac Corp 0.0%
Value ($000) $2 Shares 5 Est. Cost $459.71 Unrealized -13.6%
Unilever PLC 0.0%
Value ($000) $2 Shares 41 Est. Cost $57.11 Unrealized
PAGS Pagseguro Digital Ltd 0.0%
Value ($000) $2 Shares 58 Est. Cost $44.66 Unrealized -27.2%
NVCR Novocure Ltd 0.0%
Value ($000) $2 Shares 22 Est. Cost $100.38 Unrealized 0.0%
Special Opportunities Fund Inc. 0.0%
Value ($000) $2 Shares 40,691 Est. Cost $0.05 Unrealized
Duck Creek Technologies Inc 0.0%
Value ($000) $2 Shares 59 Est. Cost $39.64 Unrealized
BAP Credicorp Ltd 0.0%
Value ($000) $2 Shares 18 Est. Cost $112.60 Unrealized 0.0%
LI LI Auto Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
ACMR ACM Reseach Inc. 0.0%
Value ($000) $2 Shares 24 Est. Cost $30.93 Unrealized +2.2%
SKM SK Telecom Ltd 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.97 Unrealized
Thoughtworks Holding Inc. 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
WEN The Wendy's Co 0.0%
Value ($000) $1 Shares 42 Est. Cost $22.24 Unrealized 0.0%
XP XP Inc. 0.0%
Value ($000) $1 Shares 44 Est. Cost $39.93 Unrealized -18.4%
BEKE KE Hldgs Inc. 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized