Thomas J. Herzfeld Advisors, Inc. Diversified Active

CIK: 0001509510 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $266,910 (100.0% shares, 0.0% debt)

Holdings (326)

Highland Floating Rate Opportunities Fund 13.1%
Value ($000) $35,096 Shares 2,939,330 Est. Cost $11.04 Unrealized
NXDT Nexpoint Diversified Rel Et 10.6%
Value ($000) $28,328 Shares 1,790,652 Est. Cost $15.37 Unrealized
PIMCO Enrgy Tactical Cr Opp 3.4%
Value ($000) $9,050 Shares 610,260 Est. Cost $10.53 Unrealized
Saba Capital Income & Opportunities Fund 3.2%
Value ($000) $8,463 Shares 1,872,387 Est. Cost $4.57 Unrealized
Boulder Growth & Income Fund Inc 3.0%
Value ($000) $7,935 Shares 535,039 Est. Cost $9.76 Unrealized
High Income Secs Fd Shs 2.5%
Value ($000) $6,694 Shares 845,147 Est. Cost $8.63 Unrealized
PIMCO Dynamic Income Fd 2.4%
Value ($000) $6,436 Shares 264,111 Est. Cost $25.84 Unrealized
SSSS Sutter Rock Cap Corp 2.1%
Value ($000) $5,534 Shares 641,197 Est. Cost $11.99 Unrealized -6.6%
BlackRock ESG Cap Allc Tr 1.9%
Value ($000) $5,108 Shares 306,600 Est. Cost $18.16 Unrealized
BlackRock Cap Allocation Tr 1.9%
Value ($000) $5,094 Shares 307,595 Est. Cost $18.71 Unrealized
XNDPX Tortoise Energy Independence 1.7%
Value ($000) $4,484 Shares 151,063 Est. Cost $20.03 Unrealized
SAR Saratoga Invt Corp 1.7%
Value ($000) $4,477 Shares 164,249 Est. Cost $28.47 Unrealized -3.5%
Central Securities Corp 1.7%
Value ($000) $4,459 Shares 107,730 Est. Cost $26.02 Unrealized
TBF ProShares TR 1.5%
Value ($000) $4,131 Shares 233,521 Est. Cost $16.75 Unrealized
Apollo Tactical Income Fund Inc 1.5%
Value ($000) $3,950 Shares 275,070 Est. Cost $15.35 Unrealized
Angel Oak Final Strategies Incm Trm Trst 1.5%
Value ($000) $3,946 Shares 249,923 Est. Cost $16.96 Unrealized
CCIF Vertical Capital Income Fund 1.5%
Value ($000) $3,908 Shares 390,830 Est. Cost $9.51 Unrealized
MTZ MasTec Inc 1.4%
Value ($000) $3,805 Shares 43,686 Est. Cost $56.09 Unrealized +55.8%
Nuveen Mutli Asset Income Fund 1.4%
Value ($000) $3,786 Shares 233,712 Est. Cost $18.65 Unrealized
BlackRock Science and Technology Trust II 1.4%
Value ($000) $3,737 Shares 127,244 Est. Cost $30.79 Unrealized
Adams Natural Resources Fund Inc 1.4%
Value ($000) $3,645 Shares 174,131 Est. Cost $20.89 Unrealized
ECC Eagle Pt Cr Co LLC 1.3%
Value ($000) $3,475 Shares 264,225 Est. Cost $12.74 Unrealized
General American Investors Co Inc 1.2%
Value ($000) $3,256 Shares 76,667 Est. Cost $36.37 Unrealized
Adams Diversified Equity Fund Inc 1.1%
Value ($000) $3,052 Shares 165,536 Est. Cost $13.92 Unrealized
Neuberger Brman Next Genera 1.1%
Value ($000) $3,010 Shares 215,800 Est. Cost $17.30 Unrealized
Nuveen Credit Strategies Income Fund 1.1%
Value ($000) $2,997 Shares 484,927 Est. Cost $6.18 Unrealized
Nuveen Real Asset Income and Growth Fund 1.1%
Value ($000) $2,882 Shares 188,583 Est. Cost $13.70 Unrealized
BlackRock Innovation and Grw 1.1%
Value ($000) $2,805 Shares 246,251 Est. Cost $11.66 Unrealized
Clearbridge MLP And Midstrm 1.0%
Value ($000) $2,787 Shares 82,665 Est. Cost $27.86 Unrealized
Thornburg Incm Builder Opp Tr 1.0%
Value ($000) $2,748 Shares 160,807 Est. Cost $18.64 Unrealized
Western Asset Diversifised In 1.0%
Value ($000) $2,738 Shares 168,911 Est. Cost $18.16 Unrealized
The Herzfeld Caribbean Basin Fund Inc 1.0%
Value ($000) $2,682 Shares 505,154 Est. Cost $7.24 Unrealized
FBP First BanCorp/Puerto Rico 1.0%
Value ($000) $2,627 Shares 200,211 Est. Cost $6.49 Unrealized +92.7%
BPOP Popular Inc 0.9%
Value ($000) $2,519 Shares 30,814 Est. Cost $40.89 Unrealized +91.9%
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund 0.9%
Value ($000) $2,415 Shares 201,108 Est. Cost $11.60 Unrealized
Cohen & Steers Tax Advan Pfd 0.9%
Value ($000) $2,383 Shares 108,471 Est. Cost $23.92 Unrealized
NEE NextEra Energy Inc 0.9%
Value ($000) $2,301 Shares 27,169 Est. Cost $58.40 Unrealized +23.4%
AllianzGI Artificial Intelligence Opp Fund 0.8%
Value ($000) $2,133 Shares 97,568 Est. Cost $26.56 Unrealized
Nuveen Core Plus Impact Fund 0.8%
Value ($000) $2,132 Shares 141,881 Est. Cost $18.07 Unrealized
Nuveen Mortgage and Income Fund 0.8%
Value ($000) $2,082 Shares 114,018 Est. Cost $19.53 Unrealized
Western Asset Mortgage Opp Fund Inc. 0.8%
Value ($000) $2,017 Shares 150,851 Est. Cost $13.92 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 0.8%
Value ($000) $2,007 Shares 91,717 Est. Cost $20.67 Unrealized -1.1%
NFE New Fortress Energy Inc 0.7%
Value ($000) $1,999 Shares 46,911 Est. Cost $40.56 Unrealized -33.5%
Clearbridge Energy Midstrm O 0.7%
Value ($000) $1,906 Shares 67,593 Est. Cost $23.57 Unrealized
Oxford Lane Cap Corp 0.7%
Value ($000) $1,873 Shares 258,759 Est. Cost $7.40 Unrealized
Neuberger Berman MLP Income Fund Inc 0.7%
Value ($000) $1,843 Shares 286,171 Est. Cost $3.48 Unrealized
CPA Copa Holdings SA 0.6%
Value ($000) $1,694 Shares 20,250 Est. Cost $56.74 Unrealized +23.3%
Invesco Sr Income Tr 0.6%
Value ($000) $1,673 Shares 392,683 Est. Cost $4.26 Unrealized
RCL Royal Caribbean Cruises Ltd 0.6%
Value ($000) $1,645 Shares 19,633 Est. Cost $68.51 Unrealized +12.9%
Cornerstone Strategic Value Fund Inc 0.6%
Value ($000) $1,577 Shares 111,899 Est. Cost $11.52 Unrealized
MLM Martin Marietta Materials Inc 0.6%
Value ($000) $1,540 Shares 4,000 Est. Cost $287.22 Unrealized +31.7%
ASLE Aersale Corporation 0.6%
Value ($000) $1,516 Shares 96,418 Est. Cost $14.03 Unrealized +9.6%
PGT Innovations Inc 0.5%
Value ($000) $1,387 Shares 77,117 Est. Cost $20.35 Unrealized
ASR Grupo Aeroportuario del Sureste SAB de CV 0.5%
Value ($000) $1,302 Shares 5,875 Est. Cost $165.00 Unrealized
Aberdeen Std Global Infrastructure 0.5%
Value ($000) $1,216 Shares 60,369 Est. Cost $20.47 Unrealized
Clearbridge MLP and Midstrm 0.4%
Value ($000) $1,181 Shares 40,442 Est. Cost $28.64 Unrealized
CX Cemex SAB de CV 0.4%
Value ($000) $1,167 Shares 220,645 Est. Cost $5.17 Unrealized
Nuveen Short Duration Cr Opp 0.4%
Value ($000) $1,166 Shares 81,956 Est. Cost $14.23 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.4%
Value ($000) $1,086 Shares 13,110 Est. Cost $75.77 Unrealized
IHI iShares U.S. Medical Devices ETF 0.4%
Value ($000) $1,075 Shares 17,638 Est. Cost $94.01 Unrealized
VAC Marriott Vacations Worldwide Corp 0.4%
Value ($000) $1,064 Shares 6,745 Est. Cost $117.91 Unrealized +36.4%
OCCI OFS Credit Company Inc 0.4%
Value ($000) $1,034 Shares 83,154 Est. Cost $14.52 Unrealized
LEN Lennar Corp 0.4%
Value ($000) $1,015 Shares 12,500 Est. Cost $69.65 Unrealized +22.0%
BIL SPDR Ser Tr 0.4%
Value ($000) $998 Shares 10,919 Est. Cost $91.49 Unrealized
VMC Vulcan Materials Co 0.3%
Value ($000) $919 Shares 5,000 Est. Cost $136.81 Unrealized +32.2%
Salient Midstream & MLP Fd 0.3%
Value ($000) $881 Shares 106,934 Est. Cost $4.30 Unrealized
Bancolombia SA 0.3%
Value ($000) $865 Shares 20,280 Est. Cost $40.16 Unrealized
PGIM Short Duration High Yield Fund, Inc. 0.3%
Value ($000) $823 Shares 57,378 Est. Cost $13.92 Unrealized
PVI Invesco Exch Traded Fd Tr II 0.3%
Value ($000) $807 Shares 32,457 Est. Cost $24.86 Unrealized
Cornerstone Total Rtrn Fd In 0.3%
Value ($000) $778 Shares 55,965 Est. Cost $11.31 Unrealized
Special Opportunities Fund Inc. 0.3%
Value ($000) $778 Shares 51,830 Est. Cost $15.18 Unrealized
ESRT Empire State Realty Trust Inc 0.3%
Value ($000) $726 Shares 73,894 Est. Cost $17.14 Unrealized
EVTC EVERTEC Inc 0.3%
Value ($000) $694 Shares 16,956 Est. Cost $36.21 Unrealized +16.0%
LIVN LivaNova PLC 0.3%
Value ($000) $682 Shares 8,330 Est. Cost $60.69 Unrealized +28.1%
SHY Ishares Tr 13 Yr 0.2%
Value ($000) $624 Shares 7,481 Est. Cost $85.98 Unrealized
SEB Seaboard Corp 0.2%
Value ($000) $576 Shares 137 Est. Cost $3214.42 Unrealized +19.1%
CWCO Consolidated Water Co Ltd 0.2%
Value ($000) $488 Shares 44,092 Est. Cost $9.42 Unrealized 0.0%
PGIM Global Short Duration High Yield Fund, Inc. 0.2%
Value ($000) $485 Shares 36,276 Est. Cost $13.32 Unrealized
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.1%
Value ($000) $397 Shares 3,968 Est. Cost $101.61 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $371 Shares 2,850 Est. Cost $109.19 Unrealized
CCL Carnival Corp 0.1%
Value ($000) $355 Shares 17,559 Est. Cost $17.78 Unrealized +13.7%
Destra Multi-Alternative Fd 0.1%
Value ($000) $344 Shares 38,644 Est. Cost $8.90 Unrealized
Western Asset/Claymore Inflation-Linked Securities & Income Fund 0.1%
Value ($000) $306 Shares 26,116 Est. Cost $11.62 Unrealized
Logan Ridge Finance Corp 0.1%
Value ($000) $288 Shares 12,751 Est. Cost $24.24 Unrealized
GLD SPDR Gold Tr 0.1%
Value ($000) $253 Shares 1,398 Est. Cost $178.11 Unrealized
PIMCO Global StocksPLS Inc. 0.1%
Value ($000) $248 Shares 26,067 Est. Cost $10.76 Unrealized
America Movil SAB de CV 0.1%
Value ($000) $234 Shares 11,048 Est. Cost $21.75 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $232 Shares 2,830 Est. Cost $45.06 Unrealized +55.0%
Mexico Equity & Income Fd 0.1%
Value ($000) $227 Shares 24,888 Est. Cost $8.92 Unrealized
PFX Phenixfin Corp 0.1%
Value ($000) $226 Shares 5,537 Est. Cost $38.09 Unrealized -0.4%
CCAP Crescent Cap BDC Inc. 0.1%
Value ($000) $188 Shares 10,537 Est. Cost $11.81 Unrealized -4.6%
LLY Eli Lilly & Co 0.1%
Value ($000) $184 Shares 642 Est. Cost $74.56 Unrealized +233.3%
Nuveen Real Estate Income Fund 0.1%
Value ($000) $169 Shares 14,296 Est. Cost $12.38 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $169 Shares 700 Est. Cost $117.19 Unrealized +73.5%
Columbia Seligman Premium Technology Growth Fund 0.1%
Value ($000) $165 Shares 5,153 Est. Cost $32.02 Unrealized
CEF Sprott Physical Gold and Silver Trust 0.1%
Value ($000) $155 Shares 8,000 Est. Cost $13.25 Unrealized
NEWT Newtek Business Svcs Corp 0.1%
Value ($000) $145 Shares 5,417 Est. Cost $29.91 Unrealized -9.9%
Tri-Continental Corp 0.1%
Value ($000) $139 Shares 4,515 Est. Cost $24.25 Unrealized
GSIE Goldman Sachs ETF TR 0.1%
Value ($000) $137 Shares 4,197 Est. Cost $33.46 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $124 Shares 1,700 Est. Cost $46.14 Unrealized +23.2%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $115 Shares 225 Est. Cost $200.84 Unrealized +124.6%
ABBV AbbVie, Inc. 0.0%
Value ($000) $114 Shares 704 Est. Cost $86.55 Unrealized +46.1%
ASA Gold and Precious Metals Ltd 0.0%
Value ($000) $113 Shares 5,035 Est. Cost $3.78 Unrealized
NVS Novartis AG 0.0%
Value ($000) $109 Shares 1,244 Est. Cost $88.65 Unrealized
SONY Sony Corp 0.0%
Value ($000) $108 Shares 1,049 Est. Cost $72.39 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $103 Shares 927 Est. Cost $102.80 Unrealized
SPY SPDR S&P 500 ETF Tr 0.0%
Value ($000) $99 Shares 220 Est. Cost $250.00 Unrealized
QQQ Invesco QQQ Tr 0.0%
Value ($000) $98 Shares 270 Est. Cost $155.56 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $93 Shares 1,250 Est. Cost $28.80 Unrealized
CNI Canadian National Railway Company 0.0%
Value ($000) $83 Shares 622 Est. Cost $99.29 Unrealized +16.5%
MA MasterCard, Inc. 0.0%
Value ($000) $76 Shares 214 Est. Cost $320.45 Unrealized +9.7%
MDY SPDR S&P MidCap 400 ETF Tr 0.0%
Value ($000) $74 Shares 150 Est. Cost $300.00 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $66 Shares 61 Est. Cost $125.99 Unrealized +147.2%
ASML ASML Holding N V 0.0%
Value ($000) $66 Shares 99 Est. Cost $710.44 Unrealized
GXO GXO Logistics Incorporated 0.0%
Value ($000) $62 Shares 869 Est. Cost $85.99 Unrealized -7.1%
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $58 Shares 2,027 Est. Cost $20.21 Unrealized
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $57 Shares 4,000 Est. Cost $16.84 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $57 Shares 3,245 Est. Cost $15.41 Unrealized
SNY Sanofi 0.0%
Value ($000) $56 Shares 1,089 Est. Cost $49.27 Unrealized
Royce Value Trust Inc 0.0%
Value ($000) $55 Shares 3,264 Est. Cost $15.15 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $52 Shares 169 Est. Cost $115.49 Unrealized +152.3%
Liberty All Star Growth Fund Inc 0.0%
Value ($000) $51 Shares 6,733 Est. Cost $5.97 Unrealized
Gabelli Equity Trust Inc 0.0%
Value ($000) $48 Shares 6,986 Est. Cost $6.30 Unrealized
Liberty All Star Equity Fund 0.0%
Value ($000) $46 Shares 5,683 Est. Cost $6.23 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $46 Shares 1,258 Est. Cost $21.00 Unrealized +31.8%
The GDL Fund 0.0%
Value ($000) $43 Shares 4,983 Est. Cost $9.89 Unrealized
BRC Inc. 0.0%
Value ($000) $43 Shares 9,700 Est. Cost $4.43 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $39 Shares 52 Est. Cost $656.08 Unrealized +1.3%
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $39 Shares 625 Est. Cost $117.62 Unrealized -46.6%
RIO Rio Tinto PLC 0.0%
Value ($000) $38 Shares 470 Est. Cost $67.32 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $38 Shares 367 Est. Cost $81.78 Unrealized
BCS Barclays PLC 0.0%
Value ($000) $36 Shares 4,560 Est. Cost $10.36 Unrealized
The Gabelli Dividend & Income Trust 0.0%
Value ($000) $34 Shares 1,395 Est. Cost $20.40 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $33 Shares 297 Est. Cost $93.35 Unrealized +0.3%
AVGO Broadcom, Inc. 0.0%
Value ($000) $33 Shares 53 Est. Cost $27.85 Unrealized +97.8%
ABNB Airbnb Inc. 0.0%
Value ($000) $31 Shares 178 Est. Cost $161.18 Unrealized -1.2%
Forge Global Holdings Inc. 0.0%
Value ($000) $30 Shares 18,000 Est. Cost $1.67 Unrealized
AMZN Amazon Com Inc 0.0%
Value ($000) $29 Shares 9 Est. Cost $123.74 Unrealized +24.9%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $27 Shares 200 Est. Cost $79.93 Unrealized +67.2%
GOOG Alphabet, Inc. Cl C 0.0%
Value ($000) $25 Shares 9 Est. Cost $80.44 Unrealized +67.8%
OXSQ Oxford Square Capital Corp. 0.0%
Value ($000) $25 Shares 6,039 Est. Cost $4.16 Unrealized -1.1%
SE Sea Limited 0.0%
Value ($000) $23 Shares 191 Est. Cost $96.66 Unrealized
RYAAY Ryanair Holdings plc ADR 0.0%
Value ($000) $22 Shares 249 Est. Cost $103.36 Unrealized
DCBO Docebo Inc. 0.0%
Value ($000) $20 Shares 383 Est. Cost $72.88 Unrealized -29.5%
INCY Incyte Corp 0.0%
Value ($000) $19 Shares 242 Est. Cost $54.31 Unrealized +33.9%
BlackRock Enhanced Equity Dividend Trust 0.0%
Value ($000) $19 Shares 1,936 Est. Cost $8.74 Unrealized
TMC TMC The Metals Company Inc 0.0%
Value ($000) $18 Shares 7,000 Est. Cost $1.78 Unrealized 0.0%
WBXWF Wallbox NV 0.0%
Value ($000) $18 Shares 5,442 Est. Cost $4.91 Unrealized
HD The Home Depot Inc 0.0%
Value ($000) $18 Shares 59 Est. Cost $157.24 Unrealized +99.7%
BlackRock, Inc. 0.0%
Value ($000) $18 Shares 24 Est. Cost $583.33 Unrealized
Virtus Total Return Fund Inc. 0.0%
Value ($000) $17 Shares 1,748 Est. Cost $10.58 Unrealized
META Facebook, Inc. 0.0%
Value ($000) $17 Shares 76 Est. Cost $240.18 Unrealized +3.3%
PEP PepsiCo, Inc. 0.0%
Value ($000) $15 Shares 89 Est. Cost $91.56 Unrealized +62.1%
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $14 Shares 226 Est. Cost $47.43 Unrealized +23.6%
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $14 Shares 45 Est. Cost $298.13 Unrealized -2.0%
VALE Vale SA 0.0%
Value ($000) $14 Shares 707 Est. Cost $15.97 Unrealized
PG Procter & Gamble Co. (The) 0.0%
Value ($000) $14 Shares 94 Est. Cost $115.61 Unrealized +22.9%
IBN ICICI Bank Ltd 0.0%
Value ($000) $14 Shares 713 Est. Cost $15.03 Unrealized
Rice Acquisition Corp 0.0%
Value ($000) $14 Shares 22,557 Est. Cost $1.00 Unrealized
TXN Texas Instruments, Inc 0.0%
Value ($000) $14 Shares 77 Est. Cost $99.52 Unrealized +58.0%
TFC Truist Financial Corp 0.0%
Value ($000) $13 Shares 221 Est. Cost $27.74 Unrealized +82.5%
CVX Chevron Corp. 0.0%
Value ($000) $13 Shares 77 Est. Cost $69.83 Unrealized +75.8%
UPS United Parcel Service Inc 0.0%
Value ($000) $12 Shares 58 Est. Cost $162.45 Unrealized +9.1%
APD Air products and Chemicals, Inc. 0.0%
Value ($000) $12 Shares 50 Est. Cost $189.48 Unrealized +22.4%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $12 Shares 68 Est. Cost $93.00 Unrealized +59.8%
CCI Crown Castle Intl Corp. 0.0%
Value ($000) $12 Shares 64 Est. Cost $125.06 Unrealized +16.5%
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $12 Shares 219 Est. Cost $40.12 Unrealized +25.3%
SRE Sempra Energy 0.0%
Value ($000) $11 Shares 64 Est. Cost $51.35 Unrealized +23.5%
Chargepoint Holdings Inc. 0.0%
Value ($000) $11 Shares 529 Est. Cost $20.79 Unrealized
AMT American Tower Corporation 0.0%
Value ($000) $11 Shares 43 Est. Cost $199.66 Unrealized +7.6%
QCOM Qualcomm Inc 0.0%
Value ($000) $11 Shares 70 Est. Cost $107.82 Unrealized +42.4%
SBUX Starbucks Corp. 0.0%
Value ($000) $11 Shares 119 Est. Cost $69.79 Unrealized +23.1%
The New Germany Fund Inc 0.0%
Value ($000) $11 Shares 933 Est. Cost $15.60 Unrealized
PLD ProLogis, Inc. 0.0%
Value ($000) $10 Shares 64 Est. Cost $80.76 Unrealized +67.7%
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $10 Shares 46 Est. Cost $126.99 Unrealized +55.1%
PAYX Paychex, Inc 0.0%
Value ($000) $10 Shares 74 Est. Cost $58.96 Unrealized +86.1%
CB Chubb Ltd 0.0%
Value ($000) $10 Shares 45 Est. Cost $114.75 Unrealized +68.1%
MCD McDonald's Corp 0.0%
Value ($000) $10 Shares 42 Est. Cost $104.77 Unrealized +117.4%
PCTTW Purecycle Technologies Inc 0.0%
Value ($000) $10 Shares 3,331 Est. Cost $14.04 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $10 Shares 142 Est. Cost $47.86 Unrealized +15.6%
TCW Strategic Income Fund Inc 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $5.40 Unrealized
AZN AstraZeneca Group plc ADR 0.0%
Value ($000) $9 Shares 135 Est. Cost $53.29 Unrealized
Aberdeen Global Dynamic Dividend Fund 0.0%
Value ($000) $9 Shares 826 Est. Cost $10.38 Unrealized
EFX Equifax, Inc. 0.0%
Value ($000) $9 Shares 36 Est. Cost $178.45 Unrealized +28.4%
The Taiwan Fund Inc 0.0%
Value ($000) $9 Shares 277 Est. Cost $31.85 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $9 Shares 73 Est. Cost $81.94 Unrealized +40.8%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $9 Shares 21 Est. Cost $323.73 Unrealized +12.8%
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $9 Shares 16 Est. Cost $376.99 Unrealized +50.7%
PNC The PNC Financial Services Group Inc 0.0%
Value ($000) $9 Shares 50 Est. Cost $85.95 Unrealized +102.6%
STM STMicroelectronics N V 0.0%
Value ($000) $8 Shares 178 Est. Cost $36.82 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $8 Shares 22 Est. Cost $45.28 Unrealized -8.1%
The Mexico Fund, Inc. 0.0%
Value ($000) $8 Shares 476 Est. Cost $11.82 Unrealized
BTI British American Tobacco PLC 0.0%
Value ($000) $8 Shares 188 Est. Cost $35.59 Unrealized
INFY Infosys Ltd 0.0%
Value ($000) $8 Shares 332 Est. Cost $19.67 Unrealized
The New Ireland Fund Inc 0.0%
Value ($000) $8 Shares 856 Est. Cost $11.22 Unrealized
NKE Nike, Inc. 0.0%
Value ($000) $8 Shares 59 Est. Cost $96.36 Unrealized +36.9%
CARR Carrier Global Corporation 0.0%
Value ($000) $7 Shares 142 Est. Cost $45.70 Unrealized -2.4%
Matterport Inc 0.0%
Value ($000) $7 Shares 840 Est. Cost $14.58 Unrealized
BBY Best Buy Inc. 0.0%
Value ($000) $7 Shares 73 Est. Cost $91.37 Unrealized -10.1%
Barrick Gold Corp 0.0%
Value ($000) $7 Shares 293 Est. Cost $22.87 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $7 Shares 61 Est. Cost $139.73 Unrealized -5.0%
CME CME Group Inc. 0.0%
Value ($000) $7 Shares 30 Est. Cost $169.20 Unrealized +18.6%
MCO Moody's Corp. 0.0%
Value ($000) $7 Shares 22 Est. Cost $269.13 Unrealized +20.8%
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $7 Shares 64 Est. Cost $199.22 Unrealized
HON Honeywell Intl, Inc. 0.0%
Value ($000) $7 Shares 37 Est. Cost $118.42 Unrealized +43.9%
HLT Hilton, Inc 0.0%
Value ($000) $7 Shares 49 Est. Cost $97.38 Unrealized +49.6%
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $7 Shares 15 Est. Cost $501.00 Unrealized -4.0%
HDB HDFC Bank Ltd 0.0%
Value ($000) $7 Shares 120 Est. Cost $74.57 Unrealized
ZTS Zoetis Inc. 0.0%
Value ($000) $7 Shares 37 Est. Cost $104.89 Unrealized +81.4%
ETN Eaton Corp. plc (Ireland) 0.0%
Value ($000) $7 Shares 44 Est. Cost $91.12 Unrealized +61.7%
The European Equity Fund Inc 0.0%
Value ($000) $7 Shares 728 Est. Cost $9.27 Unrealized
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $6 Shares 62 Est. Cost $75.08 Unrealized +10.1%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $6 Shares 15 Est. Cost $470.38 Unrealized -2.3%
SHOP Shopify, Inc. 0.0%
Value ($000) $6 Shares 9 Est. Cost $96.66 Unrealized -15.1%
Aberdeen Emerging Markets Equity Inc. 0.0%
Value ($000) $6 Shares 853 Est. Cost $7.51 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $6 Shares 138 Est. Cost $15.96 Unrealized +124.9%
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $6 Shares 8 Est. Cost $556.90 Unrealized +13.0%
SVXY ProShares Short VIX Short-Term Futures ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $57.38 Unrealized
POOL Pool Corp 0.0%
Value ($000) $6 Shares 14 Est. Cost $364.88 Unrealized +21.6%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $6 Shares 30 Est. Cost $142.90 Unrealized +42.5%
USB U.S. Bancorp 0.0%
Value ($000) $6 Shares 112 Est. Cost $27.85 Unrealized +71.8%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $6 Shares 46 Est. Cost $130.59 Unrealized +1.7%
WRB Berkley W R Corp 0.0%
Value ($000) $6 Shares 90 Est. Cost $30.94 Unrealized +17.5%
CRL Charles Riv Labs Intl Inc 0.0%
Value ($000) $6 Shares 20 Est. Cost $294.55 Unrealized +4.7%
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $6 Shares 22 Est. Cost $248.59 Unrealized -4.5%
COST Costco Wholesale Corp. 0.0%
Value ($000) $5 Shares 9 Est. Cost $296.29 Unrealized +69.0%
LPLA LPL Finl Hldgs Inc 0.0%
Value ($000) $5 Shares 29 Est. Cost $135.35 Unrealized +28.7%
NDSN Nordson Corp 0.0%
Value ($000) $5 Shares 22 Est. Cost $195.07 Unrealized +12.4%
Linde plc 0.0%
Value ($000) $5 Shares 15 Est. Cost $222.22 Unrealized
KDP Keurig Dr. Pepper Inc. 0.0%
Value ($000) $5 Shares 119 Est. Cost $34.15 Unrealized 0.0%
IDXX IDEXX Labs Inc. 0.0%
Value ($000) $5 Shares 9 Est. Cost $443.84 Unrealized +18.5%
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $5 Shares 42 Est. Cost $177.54 Unrealized -33.4%
SITE Siteone Landsscape Supply Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $180.25 Unrealized +0.8%
Gabelli Global Small & Mid C 0.0%
Value ($000) $5 Shares 357 Est. Cost $14.87 Unrealized
TER Teradyne Inc 0.0%
Value ($000) $5 Shares 44 Est. Cost $125.22 Unrealized -0.5%
EXPO Exponent Inc 0.0%
Value ($000) $5 Shares 46 Est. Cost $92.52 Unrealized -0.7%
Totalenergies SE 0.0%
Value ($000) $5 Shares 104 Est. Cost $41.85 Unrealized
XAWPX Aberdeen Global Premier Properties Fund 0.0%
Value ($000) $5 Shares 840 Est. Cost $6.38 Unrealized
Aberdeen Total Dynamic Dividend Fund 0.0%
Value ($000) $5 Shares 547 Est. Cost $8.86 Unrealized
CPRT Copart Inc. 0.0%
Value ($000) $5 Shares 36 Est. Cost $29.92 Unrealized +6.1%
Cooper Cos Inc. 0.0%
Value ($000) $5 Shares 12 Est. Cost $368.06 Unrealized
CMCSA Comcast Corp. Cl A Common Stock 0.0%
Value ($000) $5 Shares 114 Est. Cost $32.76 Unrealized +30.8%
Aspen Technology Inc. 0.0%
Value ($000) $5 Shares 33 Est. Cost $152.43 Unrealized
BSY Bentley Sys Inc. 0.0%
Value ($000) $5 Shares 102 Est. Cost $43.70 Unrealized -10.4%
BlackRock Enhanced International Dividend Trust 0.0%
Value ($000) $5 Shares 864 Est. Cost $5.88 Unrealized
CDW CDW Corp 0.0%
Value ($000) $5 Shares 30 Est. Cost $148.74 Unrealized +17.1%
SHG Shinhan Financial Group Co L 0.0%
Value ($000) $4 Shares 132 Est. Cost $33.75 Unrealized
Templeton Emerging Markets Fund 0.0%
Value ($000) $4 Shares 269 Est. Cost $15.61 Unrealized
WSO Watsco Inc. 0.0%
Value ($000) $4 Shares 13 Est. Cost $285.22 Unrealized 0.0%
GDDY GoDaddy, Inc. 0.0%
Value ($000) $4 Shares 44 Est. Cost $75.01 Unrealized +5.4%
SQM Sociedad Quimica Y Minera De 0.0%
Value ($000) $4 Shares 47 Est. Cost $58.85 Unrealized
WeWork Inc. 0.0%
Value ($000) $4 Shares 2,399 Est. Cost $2.08 Unrealized
SKM SK Telecom Ltd 0.0%
Value ($000) $4 Shares 145 Est. Cost $26.73 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $4 Shares 8 Est. Cost $74.46 Unrealized +50.5%
XJEQX Aberdeen Japan Equity Fund Inc 0.0%
Value ($000) $4 Shares 561 Est. Cost $6.91 Unrealized
SAP SAP SE 0.0%
Value ($000) $4 Shares 36 Est. Cost $138.89 Unrealized
GLW Corning Inc. 0.0%
Value ($000) $4 Shares 112 Est. Cost $35.29 Unrealized -1.0%
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $4 Shares 37 Est. Cost $62.79 Unrealized +90.1%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $4 Shares 68 Est. Cost $53.17 Unrealized +7.0%
Redball Acquisition Corp 0.0%
Value ($000) $4 Shares 5,099 Est. Cost $1.18 Unrealized
HUBS HubSpot Inc. 0.0%
Value ($000) $4 Shares 8 Est. Cost $644.26 Unrealized -24.8%
IEX IDEX Corp. 0.0%
Value ($000) $4 Shares 22 Est. Cost $155.55 Unrealized +24.1%
PODD Insulet Corp. 0.0%
Value ($000) $4 Shares 15 Est. Cost $212.68 Unrealized +15.4%
CHT Chungwa Telecom Co Ltd 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.80 Unrealized
AAPL Apple Inc 0.0%
Value ($000) $4 Shares 22 Est. Cost $110.62 Unrealized +49.0%
IBKR Interactive Brokers Group In 0.0%
Value ($000) $4 Shares 55 Est. Cost $17.62 Unrealized -4.4%
ICE Intercontinental Exchange Group, Inc. 0.0%
Value ($000) $4 Shares 29 Est. Cost $90.97 Unrealized +34.7%
JD JD.Com Inc 0.0%
Value ($000) $4 Shares 75 Est. Cost $76.44 Unrealized
FN Fabrinet 0.0%
Value ($000) $4 Shares 34 Est. Cost $86.61 Unrealized +22.0%
ES Eversource Energy 0.0%
Value ($000) $4 Shares 40 Est. Cost $68.90 Unrealized +5.7%
TRMB Trimble, Inc. 0.0%
Value ($000) $4 Shares 50 Est. Cost $45.90 Unrealized +55.2%
THO Thor Inds Inc 0.0%
Value ($000) $4 Shares 46 Est. Cost $107.49 Unrealized -21.4%
GS Goldman Sachs Group, Inc. (The) 0.0%
Value ($000) $3 Shares 8 Est. Cost $183.58 Unrealized +74.2%
ONC BeiGene, Ltd. 0.0%
Value ($000) $3 Shares 15 Est. Cost $246.03 Unrealized
Central and Eastern European Fund Inc 0.0%
Value ($000) $3 Shares 190 Est. Cost $29.03 Unrealized
Activision Blizzard, Inc. 0.0%
Value ($000) $3 Shares 36 Est. Cost $76.39 Unrealized
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $3 Shares 16 Est. Cost $145.43 Unrealized +14.5%
Landsea Homes Corp 0.0%
Value ($000) $3 Shares 12,738 Est. Cost $0.26 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $3 Shares 39 Est. Cost $77.75 Unrealized +7.3%
ROL Rollins Inc 0.0%
Value ($000) $3 Shares 74 Est. Cost $33.60 Unrealized -8.1%
LII Lennox Intl Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $276.88 Unrealized -5.5%
CHE Chemed Corp New 0.0%
Value ($000) $3 Shares 6 Est. Cost $480.78 Unrealized -1.6%
ALLE Allegion PLC 0.0%
Value ($000) $3 Shares 31 Est. Cost $111.25 Unrealized +1.1%
NTES Netease Inc 0.0%
Value ($000) $3 Shares 39 Est. Cost $113.74 Unrealized
PSX Phillips 66 0.0%
Value ($000) $3 Shares 38 Est. Cost $56.22 Unrealized +29.6%
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
Morgan Stanley China A Sh Fd 0.0%
Value ($000) $3 Shares 197 Est. Cost $22.78 Unrealized
The Korea Fund Inc 0.0%
Value ($000) $3 Shares 108 Est. Cost $33.14 Unrealized
BFAM Bright Horizons Fam Sol In D 0.0%
Value ($000) $3 Shares 25 Est. Cost $160.64 Unrealized -19.1%
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $3 Shares 105 Est. Cost $30.81 Unrealized -13.6%
Pershing Square Tontine Hldg 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.33 Unrealized
Smartsheet, Inc. Cl A 0.0%
Value ($000) $3 Shares 47 Est. Cost $60.21 Unrealized
OPFI/WS Oppfi Inc 0.0%
Value ($000) $3 Shares 6,315 Est. Cost $1.58 Unrealized
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $3 Shares 73 Est. Cost $58.72 Unrealized -19.8%
Japan Smaller Capitalization Fund Inc 0.0%
Value ($000) $3 Shares 353 Est. Cost $9.50 Unrealized
SHW Sherwin-Williams Co. (The) 0.0%
Value ($000) $3 Shares 14 Est. Cost $230.44 Unrealized +15.7%
BAP Credicorp Ltd 0.0%
Value ($000) $3 Shares 18 Est. Cost $112.60 Unrealized +23.2%
Seattle Genetics, In 0.0%
Value ($000) $3 Shares 22 Est. Cost $161.16 Unrealized
ASX Ase Technology Hldg Co. Ltd. 0.0%
Value ($000) $2 Shares 320 Est. Cost $7.85 Unrealized
PBR Petroleo Brasileiro S.A. PETROBRAS 0.0%
Value ($000) $2 Shares 127 Est. Cost $15.75 Unrealized
The India Fund Inc 0.0%
Value ($000) $2 Shares 93 Est. Cost $23.97 Unrealized
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $2 Shares 5 Est. Cost $428.82 Unrealized +0.3%
Morgan Stanley India Investment Fund Inc 0.0%
Value ($000) $2 Shares 76 Est. Cost $22.86 Unrealized
MMYT MakeMyTrip Limited Mauritius 0.0%
Value ($000) $2 Shares 80 Est. Cost $31.08 Unrealized -17.1%
Doma Holdings Inc. 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $1.00 Unrealized
Lam Research Corp 0.0%
Value ($000) $2 Shares 4 Est. Cost $750.00 Unrealized
BIDU Baidu Inc. 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
LTRYW Lottery Com Inc. 0.0%
Value ($000) $2 Shares 4,529 Est. Cost $1.10 Unrealized
Lufax Holdings LTD 0.0%
Value ($000) $2 Shares 335 Est. Cost $5.64 Unrealized
RARE Ultragenyx Pharmaceutical In 0.0%
Value ($000) $2 Shares 30 Est. Cost $97.49 Unrealized -28.6%
SUZ Suzano Papel e Celulose S.A. 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $2 Shares 5 Est. Cost $459.71 Unrealized +2.7%
V Visa Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $81.90 Unrealized +156.5%
DNABW Ginkgo Bioworks Holdings Inc. 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $2.00 Unrealized
DRTSW Alpha Tau Medical 0.0%
Value ($000) $2 Shares 2,500 Est. Cost $0.80 Unrealized
NVCR Novocure Ltd 0.0%
Value ($000) $2 Shares 22 Est. Cost $100.38 Unrealized -26.6%
Pine Island Acquisition Corp 0.0%
Value ($000) $2 Shares 4,597 Est. Cost $0.87 Unrealized
TCOM Trip.com Group Ltd ADR 0.0%
Value ($000) $2 Shares 65 Est. Cost $31.47 Unrealized
UMC United Microelectronics Corp 0.0%
Value ($000) $2 Shares 248 Est. Cost $9.76 Unrealized
TDCX Inc. 0.0%
Value ($000) $1 Shares 111 Est. Cost $9.01 Unrealized
PAGS Pagseguro Digital Ltd 0.0%
Value ($000) $1 Shares 58 Est. Cost $44.66 Unrealized -58.3%
XP XP Inc. 0.0%
Value ($000) $1 Shares 44 Est. Cost $39.93 Unrealized -21.9%
COP ConocoPhillips 0.0%
Value ($000) $1 Shares 14 Est. Cost $79.66 Unrealized 0.0%
Thoughtworks Holding Inc. 0.0%
Value ($000) $1 Shares 60 Est. Cost $22.78 Unrealized
Genius Sports Limited 0.0%
Value ($000) $1 Shares 1,319 Est. Cost $8.09 Unrealized