Thomas J. Herzfeld Advisors, Inc. Diversified Active

CIK: 0001509510 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 10, 2022

Total Value ($000): $241,476 (100.0% shares, 0.0% debt)

Holdings (322)

Highland Floating Rate Opportunities Fund 11.6%
Value ($000) $28,009 Shares 2,487,502 Est. Cost $11.04 Unrealized
NXDT Nexpoint Diversified Rel Et 10.4%
Value ($000) $25,158 Shares 1,525,663 Est. Cost $15.37 Unrealized
USFR Wisdomtree Tr 4.2%
Value ($000) $10,024 Shares 199,158 Est. Cost $50.33 Unrealized
Cornerstone Strategic Value Fund Inc 4.0%
Value ($000) $9,740 Shares 1,135,154 Est. Cost $8.87 Unrealized
Saba Capital Income & Opportunities Fund 3.6%
Value ($000) $8,653 Shares 1,077,557 Est. Cost $8.03 Unrealized
PIMCO Enrgy Tactical Cr Opp 3.4%
Value ($000) $8,162 Shares 635,708 Est. Cost $10.62 Unrealized
Boulder Growth & Income Fund Inc 2.7%
Value ($000) $6,491 Shares 543,192 Est. Cost $9.79 Unrealized
High Income Secs Fd Shs 2.6%
Value ($000) $6,292 Shares 864,245 Est. Cost $8.60 Unrealized
BlackRock Cap Allocation Tr 1.9%
Value ($000) $4,539 Shares 309,844 Est. Cost $18.71 Unrealized
BlackRock ESG Cap Allc Tr 1.9%
Value ($000) $4,509 Shares 315,084 Est. Cost $18.06 Unrealized
XNDPX Tortoise Energy Independence 1.8%
Value ($000) $4,397 Shares 161,997 Est. Cost $20.51 Unrealized
SSSS Sutter Rock Cap Corp 1.7%
Value ($000) $4,112 Shares 642,490 Est. Cost $11.99 Unrealized -35.6%
CCIF Vertical Capital Income Fund 1.7%
Value ($000) $4,070 Shares 435,278 Est. Cost $9.50 Unrealized
Cornerstone Total Rtrn Fd In 1.6%
Value ($000) $3,970 Shares 476,644 Est. Cost $8.68 Unrealized
Angel Oak Final Strategies Incm Trm Trst 1.6%
Value ($000) $3,839 Shares 263,329 Est. Cost $16.84 Unrealized
Clearbridge MLP And Midstrm 1.6%
Value ($000) $3,794 Shares 132,040 Est. Cost $28.19 Unrealized
Central Securities Corp 1.5%
Value ($000) $3,643 Shares 103,454 Est. Cost $26.02 Unrealized
PIMCO Dynamic Income Fd 1.5%
Value ($000) $3,623 Shares 173,618 Est. Cost $25.84 Unrealized
Adams Natural Resources Fund Inc 1.4%
Value ($000) $3,393 Shares 174,268 Est. Cost $20.89 Unrealized
Nuveen Mutli Asset Income Fund 1.4%
Value ($000) $3,325 Shares 251,930 Est. Cost $18.25 Unrealized
TBF ProShares TR 1.3%
Value ($000) $3,215 Shares 160,345 Est. Cost $16.75 Unrealized
Apollo Tactical Income Fund Inc 1.3%
Value ($000) $3,170 Shares 263,305 Est. Cost $15.35 Unrealized
General American Investors Co Inc 1.1%
Value ($000) $2,599 Shares 73,494 Est. Cost $36.37 Unrealized
Nuveen Real Asset Income and Growth Fund 1.0%
Value ($000) $2,532 Shares 193,729 Est. Cost $13.68 Unrealized
NFE New Fortress Energy Inc 1.0%
Value ($000) $2,517 Shares 63,602 Est. Cost $41.22 Unrealized +4.5%
BlackRock Science and Technology Trust II 1.0%
Value ($000) $2,500 Shares 127,614 Est. Cost $30.79 Unrealized
Invesco Sr Income Tr 1.0%
Value ($000) $2,500 Shares 642,734 Est. Cost $4.12 Unrealized
FBP First BanCorp/Puerto Rico 1.0%
Value ($000) $2,430 Shares 188,211 Est. Cost $6.49 Unrealized +86.6%
Clearbridge MLP and Midstrm 1.0%
Value ($000) $2,404 Shares 93,881 Est. Cost $26.92 Unrealized
BPOP Popular Inc 1.0%
Value ($000) $2,371 Shares 30,814 Est. Cost $40.89 Unrealized +74.1%
Thornburg Incm Builder Opp Tr 1.0%
Value ($000) $2,353 Shares 162,149 Est. Cost $18.64 Unrealized
Special Opportunities Fund Inc. 1.0%
Value ($000) $2,352 Shares 190,145 Est. Cost $13.14 Unrealized
Western Asset Diversifised In 1.0%
Value ($000) $2,335 Shares 168,494 Est. Cost $18.16 Unrealized
The Herzfeld Caribbean Basin Fund Inc 1.0%
Value ($000) $2,312 Shares 576,462 Est. Cost $6.84 Unrealized
Adams Diversified Equity Fund Inc 1.0%
Value ($000) $2,308 Shares 150,426 Est. Cost $13.92 Unrealized
Nuveen Short Duration Cr Opp 0.9%
Value ($000) $2,184 Shares 181,507 Est. Cost $13.02 Unrealized
Cohen & Steers Tax Advan Pfd 0.9%
Value ($000) $2,182 Shares 114,494 Est. Cost $23.66 Unrealized
MTZ MasTec Inc 0.9%
Value ($000) $2,140 Shares 29,868 Est. Cost $56.09 Unrealized +39.0%
Neuberger Brman Next Genera 0.9%
Value ($000) $2,070 Shares 208,715 Est. Cost $17.30 Unrealized
BlackRock Innovation and Grw 0.8%
Value ($000) $1,972 Shares 248,303 Est. Cost $11.66 Unrealized
SAR Saratoga Invt Corp 0.8%
Value ($000) $1,965 Shares 81,998 Est. Cost $28.47 Unrealized -9.0%
Nuveen Mortgage and Income Fund 0.8%
Value ($000) $1,937 Shares 117,260 Est. Cost $19.45 Unrealized
Western Asset Mortgage Opp Fund Inc. 0.8%
Value ($000) $1,933 Shares 165,498 Est. Cost $13.72 Unrealized
Clearbridge Energy Midstrm O 0.8%
Value ($000) $1,852 Shares 78,437 Est. Cost $23.57 Unrealized
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund 0.7%
Value ($000) $1,737 Shares 164,918 Est. Cost $11.60 Unrealized
NEE NextEra Energy Inc 0.7%
Value ($000) $1,706 Shares 22,025 Est. Cost $58.40 Unrealized +17.9%
AllianzGI Artificial Intelligence Opp Fund 0.6%
Value ($000) $1,493 Shares 92,226 Est. Cost $26.56 Unrealized
ASLE Aersale Corporation 0.6%
Value ($000) $1,399 Shares 96,418 Est. Cost $14.03 Unrealized +3.5%
Nuveen Core Plus Impact Fund 0.5%
Value ($000) $1,328 Shares 113,293 Est. Cost $18.07 Unrealized
PGT Innovations Inc 0.5%
Value ($000) $1,283 Shares 77,117 Est. Cost $20.35 Unrealized
CPA Copa Holdings SA 0.5%
Value ($000) $1,283 Shares 20,250 Est. Cost $56.74 Unrealized +5.7%
MLM Martin Marietta Materials Inc 0.5%
Value ($000) $1,197 Shares 4,000 Est. Cost $287.22 Unrealized +16.1%
Aberdeen Std Global Infrastructure 0.5%
Value ($000) $1,112 Shares 61,670 Est. Cost $20.42 Unrealized
ECC Eagle Pt Cr Co LLC 0.5%
Value ($000) $1,112 Shares 94,431 Est. Cost $12.74 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 0.4%
Value ($000) $1,020 Shares 91,717 Est. Cost $20.67 Unrealized -18.9%
ASR Grupo Aeroportuario del Sureste SAB de CV 0.4%
Value ($000) $1,016 Shares 5,175 Est. Cost $165.00 Unrealized
BIL SPDR Ser Tr 0.4%
Value ($000) $999 Shares 10,919 Est. Cost $91.49 Unrealized
Oxford Lane Cap Corp 0.4%
Value ($000) $895 Shares 157,641 Est. Cost $7.40 Unrealized
IHI iShares U.S. Medical Devices ETF 0.4%
Value ($000) $890 Shares 17,638 Est. Cost $94.01 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.4%
Value ($000) $885 Shares 13,110 Est. Cost $75.77 Unrealized
LEN Lennar Corp 0.4%
Value ($000) $882 Shares 12,500 Est. Cost $69.65 Unrealized -0.3%
VAC Marriott Vacations Worldwide Corp 0.3%
Value ($000) $784 Shares 6,745 Est. Cost $117.91 Unrealized +19.3%
OCCI OFS Credit Company Inc 0.3%
Value ($000) $738 Shares 81,141 Est. Cost $14.52 Unrealized
VMC Vulcan Materials Co 0.3%
Value ($000) $711 Shares 5,000 Est. Cost $136.81 Unrealized +17.2%
CX Cemex SAB de CV 0.3%
Value ($000) $708 Shares 180,645 Est. Cost $5.17 Unrealized
RCL Royal Caribbean Cruises Ltd 0.3%
Value ($000) $685 Shares 19,633 Est. Cost $68.51 Unrealized -10.8%
CWCO Consolidated Water Co Ltd 0.3%
Value ($000) $639 Shares 44,092 Est. Cost $9.42 Unrealized +23.4%
EVTC EVERTEC Inc 0.3%
Value ($000) $625 Shares 16,956 Est. Cost $36.21 Unrealized +3.6%
Bancolombia SA 0.3%
Value ($000) $625 Shares 20,280 Est. Cost $40.16 Unrealized
SHY Ishares Tr 13 Yr 0.3%
Value ($000) $619 Shares 7,481 Est. Cost $85.98 Unrealized
SEB Seaboard Corp 0.2%
Value ($000) $532 Shares 137 Est. Cost $3214.42 Unrealized +24.3%
LIVN LivaNova PLC 0.2%
Value ($000) $520 Shares 8,330 Est. Cost $60.69 Unrealized +16.7%
ESRT Empire State Realty Trust Inc 0.2%
Value ($000) $519 Shares 73,894 Est. Cost $17.14 Unrealized
Playa Hotels & Resorts Nv 0.2%
Value ($000) $511 Shares 74,412 Est. Cost $6.87 Unrealized
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.1%
Value ($000) $356 Shares 3,587 Est. Cost $101.61 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $335 Shares 2,850 Est. Cost $109.19 Unrealized
Destra Multi-Alternative Fd 0.1%
Value ($000) $268 Shares 39,084 Est. Cost $8.88 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $258 Shares 2,830 Est. Cost $45.06 Unrealized +75.8%
Western Asset/Claymore Inflation-Linked Securities & Income Fund 0.1%
Value ($000) $257 Shares 26,286 Est. Cost $11.62 Unrealized
GLD SPDR Gold Tr 0.1%
Value ($000) $236 Shares 1,398 Est. Cost $178.11 Unrealized
CEFS Exchange Listed FDS Tr 0.1%
Value ($000) $233 Shares 13,557 Est. Cost $17.19 Unrealized
America Movil SAB de CV 0.1%
Value ($000) $225 Shares 10,998 Est. Cost $21.75 Unrealized
Logan Ridge Finance Corp 0.1%
Value ($000) $217 Shares 13,763 Est. Cost $23.62 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $215 Shares 663 Est. Cost $81.41 Unrealized +257.3%
Mexico Equity & Income Fd 0.1%
Value ($000) $200 Shares 24,888 Est. Cost $8.92 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $170 Shares 700 Est. Cost $117.19 Unrealized +86.5%
CCL Carnival Corp 0.1%
Value ($000) $152 Shares 17,559 Est. Cost $17.78 Unrealized -17.5%
SPY SPDR S&P 500 ETF Tr 0.1%
Value ($000) $147 Shares 390 Est. Cost $305.33 Unrealized
CEF Sprott Physical Gold and Silver Trust 0.1%
Value ($000) $135 Shares 8,000 Est. Cost $13.25 Unrealized
PFX Phenixfin Corp 0.1%
Value ($000) $135 Shares 3,700 Est. Cost $38.09 Unrealized -3.7%
PGIM Short Duration High Yield Fund, Inc. 0.1%
Value ($000) $134 Shares 10,878 Est. Cost $13.92 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $131 Shares 1,700 Est. Cost $46.14 Unrealized +40.8%
GSIE Goldman Sachs ETF TR 0.0%
Value ($000) $117 Shares 4,197 Est. Cost $33.46 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $116 Shares 225 Est. Cost $200.84 Unrealized +134.5%
PGIM Global Short Duration High Yield Fund, Inc. 0.0%
Value ($000) $114 Shares 9,925 Est. Cost $13.32 Unrealized
ABBV AbbVie, Inc. 0.0%
Value ($000) $108 Shares 704 Est. Cost $86.55 Unrealized +55.0%
NVS Novartis AG 0.0%
Value ($000) $105 Shares 1,244 Est. Cost $88.65 Unrealized
PVI Invesco Exch Traded Fd Tr II 0.0%
Value ($000) $100 Shares 4,000 Est. Cost $24.86 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $100 Shares 1,250 Est. Cost $28.80 Unrealized
Columbia Seligman Premium Technology Growth Fund 0.0%
Value ($000) $97 Shares 3,853 Est. Cost $32.02 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $79 Shares 711 Est. Cost $102.80 Unrealized
QQQ Invesco QQQ Tr 0.0%
Value ($000) $76 Shares 270 Est. Cost $155.56 Unrealized
ASA Gold and Precious Metals Ltd 0.0%
Value ($000) $74 Shares 5,038 Est. Cost $3.78 Unrealized
ASML ASML Holding N V 0.0%
Value ($000) $67 Shares 141 Est. Cost $640.36 Unrealized
MDY SPDR S&P MidCap 400 ETF Tr 0.0%
Value ($000) $62 Shares 150 Est. Cost $300.00 Unrealized
SNY Sanofi 0.0%
Value ($000) $62 Shares 1,239 Est. Cost $49.36 Unrealized
PIMCO Global StocksPLS Inc. 0.0%
Value ($000) $59 Shares 7,535 Est. Cost $10.76 Unrealized
SONY Sony Corp 0.0%
Value ($000) $57 Shares 694 Est. Cost $72.39 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $57 Shares 86 Est. Cost $650.94 Unrealized -1.2%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $56 Shares 4,000 Est. Cost $16.84 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $55 Shares 1,920 Est. Cost $24.44 Unrealized +26.7%
CNI Canadian National Railway Company 0.0%
Value ($000) $48 Shares 428 Est. Cost $99.29 Unrealized +9.4%
Royce Value Trust Inc 0.0%
Value ($000) $47 Shares 3,348 Est. Cost $15.12 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $45 Shares 2,063 Est. Cost $20.24 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $44 Shares 3,320 Est. Cost $15.36 Unrealized
Gabelli Equity Trust Inc 0.0%
Value ($000) $44 Shares 7,151 Est. Cost $6.30 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $42 Shares 164 Est. Cost $115.49 Unrealized +128.1%
Liberty All Star Growth Fund Inc 0.0%
Value ($000) $40 Shares 6,903 Est. Cost $5.97 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $38 Shares 625 Est. Cost $117.62 Unrealized -50.0%
Salient Midstream & MLP Fd 0.0%
Value ($000) $38 Shares 5,000 Est. Cost $4.30 Unrealized
Liberty All Star Equity Fund 0.0%
Value ($000) $37 Shares 5,845 Est. Cost $6.24 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $36 Shares 53 Est. Cost $125.99 Unrealized +116.6%
BCS Barclays PLC 0.0%
Value ($000) $35 Shares 4,560 Est. Cost $10.36 Unrealized
Tri-Continental Corp 0.0%
Value ($000) $33 Shares 1,255 Est. Cost $24.25 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $30 Shares 367 Est. Cost $81.78 Unrealized
The Gabelli Dividend & Income Trust 0.0%
Value ($000) $29 Shares 1,416 Est. Cost $20.41 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $27 Shares 297 Est. Cost $93.35 Unrealized -3.2%
AVGO Broadcom, Inc. 0.0%
Value ($000) $26 Shares 53 Est. Cost $27.85 Unrealized +88.1%
GXO GXO Logistics Incorporated 0.0%
Value ($000) $26 Shares 603 Est. Cost $85.99 Unrealized -35.6%
OPFI Oppfi Inc Com 0.0%
Value ($000) $23 Shares 7,000 Est. Cost $3.22 Unrealized 0.0%
NFLX Netflix, Inc. 0.0%
Value ($000) $21 Shares 122 Est. Cost $26.34 Unrealized -15.8%
INCY Incyte Corp 0.0%
Value ($000) $18 Shares 242 Est. Cost $54.31 Unrealized +39.8%
RYAAY Ryanair Holdings plc ADR 0.0%
Value ($000) $17 Shares 249 Est. Cost $103.36 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.0%
Value ($000) $17 Shares 1,970 Est. Cost $8.74 Unrealized
Collaborative Investmnt Ser 0.0%
Value ($000) $16 Shares 238 Est. Cost $67.23 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $16 Shares 140 Est. Cost $79.93 Unrealized +41.4%
HD The Home Depot Inc 0.0%
Value ($000) $16 Shares 59 Est. Cost $157.24 Unrealized +71.1%
PG Procter & Gamble Co. (The) 0.0%
Value ($000) $15 Shares 103 Est. Cost $117.50 Unrealized +16.8%
PEP PepsiCo, Inc. 0.0%
Value ($000) $15 Shares 89 Est. Cost $91.56 Unrealized +63.6%
BlackRock, Inc. 0.0%
Value ($000) $15 Shares 24 Est. Cost $583.33 Unrealized
Virtus Total Return Fund Inc. 0.0%
Value ($000) $15 Shares 1,796 Est. Cost $10.52 Unrealized
The New Germany Fund Inc 0.0%
Value ($000) $14 Shares 1,633 Est. Cost $12.59 Unrealized
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $14 Shares 226 Est. Cost $47.43 Unrealized +20.7%
TFC Truist Financial Corp 0.0%
Value ($000) $13 Shares 265 Est. Cost $29.90 Unrealized +36.4%
IBN ICICI Bank Ltd 0.0%
Value ($000) $13 Shares 742 Est. Cost $15.13 Unrealized
Aberdeen Global Dynamic Dividend Fund 0.0%
Value ($000) $13 Shares 1,426 Est. Cost $9.85 Unrealized
The Mexico Fund, Inc. 0.0%
Value ($000) $12 Shares 845 Est. Cost $12.86 Unrealized
CVX Chevron Corp. 0.0%
Value ($000) $12 Shares 81 Est. Cost $73.43 Unrealized +94.4%
META Meta Platforms Inc 0.0%
Value ($000) $12 Shares 76 Est. Cost $240.18 Unrealized -20.2%
AMZN Amazon Com Inc 0.0%
Value ($000) $12 Shares 114 Est. Cost $125.02 Unrealized +0.1%
PNC The PNC Financial Services Group Inc 0.0%
Value ($000) $12 Shares 79 Est. Cost $107.82 Unrealized +35.0%
APD Air products and Chemicals, Inc. 0.0%
Value ($000) $12 Shares 50 Est. Cost $189.48 Unrealized +16.6%
The Taiwan Fund Inc 0.0%
Value ($000) $12 Shares 477 Est. Cost $29.05 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $11 Shares 156 Est. Cost $48.63 Unrealized +16.2%
Rice Acquisition Corp 0.0%
Value ($000) $11 Shares 35,267 Est. Cost $0.75 Unrealized
TXN Texas Instruments, Inc 0.0%
Value ($000) $11 Shares 70 Est. Cost $99.52 Unrealized +51.7%
CCI Crown Castle Intl Corp. 0.0%
Value ($000) $11 Shares 64 Est. Cost $125.06 Unrealized +20.1%
WBXWF Wallbox NV 0.0%
Value ($000) $11 Shares 5,442 Est. Cost $4.91 Unrealized
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $11 Shares 68 Est. Cost $93.00 Unrealized +63.1%
UPS United Parcel Service Inc 0.0%
Value ($000) $11 Shares 58 Est. Cost $162.45 Unrealized -5.6%
The New Ireland Fund Inc 0.0%
Value ($000) $11 Shares 1,356 Est. Cost $10.07 Unrealized
TMC TMC The Metals Company Inc 0.0%
Value ($000) $11 Shares 10,635 Est. Cost $1.70 Unrealized -9.3%
AMT American Tower Corporation 0.0%
Value ($000) $11 Shares 43 Est. Cost $199.66 Unrealized +11.3%
TCW Strategic Income Fund Inc 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $5.40 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $10 Shares 64 Est. Cost $51.35 Unrealized +38.9%
MCD McDonald's Corp 0.0%
Value ($000) $10 Shares 42 Est. Cost $104.77 Unrealized +116.1%
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $9 Shares 219 Est. Cost $40.12 Unrealized +6.7%
QCOM Qualcomm Inc 0.0%
Value ($000) $9 Shares 70 Est. Cost $107.82 Unrealized +15.8%
PCTTW Purecycle Technologies Inc 0.0%
Value ($000) $9 Shares 3,331 Est. Cost $14.04 Unrealized
SBUX Starbucks Corp. 0.0%
Value ($000) $9 Shares 119 Est. Cost $69.79 Unrealized +0.8%
VALE Vale SA 0.0%
Value ($000) $9 Shares 604 Est. Cost $15.97 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $9 Shares 16 Est. Cost $376.99 Unrealized +44.5%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $9 Shares 21 Est. Cost $323.73 Unrealized +22.9%
AZN AstraZeneca Group plc ADR 0.0%
Value ($000) $9 Shares 135 Est. Cost $53.29 Unrealized
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $9 Shares 42 Est. Cost $126.99 Unrealized +59.5%
CB Chubb Ltd 0.0%
Value ($000) $9 Shares 45 Est. Cost $114.75 Unrealized +71.0%
PLD ProLogis, Inc. 0.0%
Value ($000) $8 Shares 64 Est. Cost $80.76 Unrealized +52.7%
Aberdeen Total Dynamic Dividend Fund 0.0%
Value ($000) $8 Shares 947 Est. Cost $8.68 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $8 Shares 73 Est. Cost $81.94 Unrealized +29.5%
BlackRock Enhanced International Dividend Trust 0.0%
Value ($000) $7 Shares 1,464 Est. Cost $5.43 Unrealized
KDP Keurig Dr. Pepper Inc. 0.0%
Value ($000) $7 Shares 209 Est. Cost $33.60 Unrealized -2.2%
Chargepoint Holdings Inc. 0.0%
Value ($000) $7 Shares 529 Est. Cost $20.79 Unrealized
Aberdeen Emerging Markets Equity Inc. 0.0%
Value ($000) $7 Shares 1,353 Est. Cost $6.65 Unrealized
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $7 Shares 64 Est. Cost $199.22 Unrealized
HDB HDFC Bank Ltd 0.0%
Value ($000) $7 Shares 120 Est. Cost $74.57 Unrealized
EFX Equifax, Inc. 0.0%
Value ($000) $7 Shares 36 Est. Cost $178.45 Unrealized +9.2%
NKE Nike, Inc. 0.0%
Value ($000) $6 Shares 59 Est. Cost $96.36 Unrealized +15.5%
MCO Moody's Corp. 0.0%
Value ($000) $6 Shares 22 Est. Cost $269.13 Unrealized +7.8%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $6 Shares 62 Est. Cost $75.08 Unrealized +19.1%
STM STMicroelectronics N V 0.0%
Value ($000) $6 Shares 178 Est. Cost $36.82 Unrealized
WRB Berkley W R Corp 0.0%
Value ($000) $6 Shares 90 Est. Cost $30.94 Unrealized +34.2%
PAYX Paychex, Inc 0.0%
Value ($000) $6 Shares 56 Est. Cost $58.96 Unrealized +91.4%
Barrick Gold Corp 0.0%
Value ($000) $6 Shares 349 Est. Cost $21.95 Unrealized
ETN Eaton Corp. plc (Ireland) 0.0%
Value ($000) $6 Shares 44 Est. Cost $91.12 Unrealized +45.5%
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $6 Shares 22 Est. Cost $248.59 Unrealized +7.7%
Gabelli Global Small & Mid C 0.0%
Value ($000) $6 Shares 557 Est. Cost $13.40 Unrealized
XJEQX Aberdeen Japan Equity Fund Inc 0.0%
Value ($000) $6 Shares 1,061 Est. Cost $6.32 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $6 Shares 31 Est. Cost $298.13 Unrealized -21.3%
FIS Fidelity Natl Information Sv 0.0%
Value ($000) $6 Shares 66 Est. Cost $90.53 Unrealized 0.0%
BTI British American Tobacco PLC 0.0%
Value ($000) $6 Shares 133 Est. Cost $35.59 Unrealized
CME CME Group Inc. 0.0%
Value ($000) $6 Shares 30 Est. Cost $169.20 Unrealized +7.5%
PFE Pfizer Inc 0.0%
Value ($000) $6 Shares 109 Est. Cost $42.00 Unrealized 0.0%
ZTS Zoetis Inc. 0.0%
Value ($000) $6 Shares 37 Est. Cost $104.89 Unrealized +59.0%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $5 Shares 30 Est. Cost $142.90 Unrealized +28.1%
BSY Bentley Sys Inc. 0.0%
Value ($000) $5 Shares 139 Est. Cost $41.68 Unrealized -13.4%
BBY Best Buy Inc. 0.0%
Value ($000) $5 Shares 73 Est. Cost $91.37 Unrealized -23.6%
Bunge Limited 0.0%
Value ($000) $5 Shares 58 Est. Cost $86.21 Unrealized
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $5 Shares 15 Est. Cost $501.00 Unrealized -18.8%
CARR Carrier Global Corporation 0.0%
Value ($000) $5 Shares 142 Est. Cost $45.70 Unrealized -18.4%
CAT Caterpillar Inc. 0.0%
Value ($000) $5 Shares 29 Est. Cost $197.29 Unrealized 0.0%
GLW Corning Inc. 0.0%
Value ($000) $5 Shares 155 Est. Cost $34.11 Unrealized -9.0%
East Stone Acquisition Corp 0.0%
Value ($000) $5 Shares 31,250 Est. Cost $0.16 Unrealized
USB U.S. Bancorp 0.0%
Value ($000) $5 Shares 112 Est. Cost $27.85 Unrealized +50.5%
HLT Hilton, Inc 0.0%
Value ($000) $5 Shares 49 Est. Cost $97.38 Unrealized +40.4%
JD JD.Com Inc 0.0%
Value ($000) $5 Shares 75 Est. Cost $76.44 Unrealized
LPLA LPL Finl Hldgs Inc 0.0%
Value ($000) $5 Shares 29 Est. Cost $135.35 Unrealized +40.3%
MA MasterCard, Inc. 0.0%
Value ($000) $5 Shares 15 Est. Cost $320.45 Unrealized +5.3%
Morgan Stanley China A Sh Fd 0.0%
Value ($000) $5 Shares 297 Est. Cost $20.78 Unrealized
The European Equity Fund Inc 0.0%
Value ($000) $5 Shares 728 Est. Cost $9.27 Unrealized
POOL Pool Corp 0.0%
Value ($000) $5 Shares 14 Est. Cost $364.88 Unrealized +3.5%
SVXY ProShares Short VIX Short-Term Futures ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $57.38 Unrealized
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $5 Shares 8 Est. Cost $556.90 Unrealized +16.1%
COP ConocoPhillips 0.0%
Value ($000) $4 Shares 43 Est. Cost $86.59 Unrealized +3.9%
Seattle Genetics, In 0.0%
Value ($000) $4 Shares 22 Est. Cost $161.16 Unrealized
TER Teradyne Inc 0.0%
Value ($000) $4 Shares 44 Est. Cost $125.22 Unrealized -18.2%
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $4 Shares 73 Est. Cost $58.72 Unrealized -28.3%
Cooper Cos Inc. 0.0%
Value ($000) $4 Shares 12 Est. Cost $368.06 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $4 Shares 8 Est. Cost $74.46 Unrealized +28.0%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $4 Shares 46 Est. Cost $130.59 Unrealized -18.8%
CPRT Copart Inc. 0.0%
Value ($000) $4 Shares 36 Est. Cost $29.92 Unrealized -4.9%
SHG Shinhan Financial Group Co L 0.0%
Value ($000) $4 Shares 132 Est. Cost $33.75 Unrealized
INFY Infosys Ltd 0.0%
Value ($000) $4 Shares 241 Est. Cost $19.67 Unrealized
COST Costco Wholesale Corp. 0.0%
Value ($000) $4 Shares 9 Est. Cost $296.29 Unrealized +63.7%
SITE Siteone Landsscape Supply Inc 0.0%
Value ($000) $4 Shares 32 Est. Cost $180.25 Unrealized -25.6%
XAWPX Aberdeen Global Premier Properties Fund 0.0%
Value ($000) $4 Shares 840 Est. Cost $6.38 Unrealized
CRL Charles Riv Labs Intl Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $294.55 Unrealized -17.0%
Totalenergies SE 0.0%
Value ($000) $4 Shares 80 Est. Cost $41.85 Unrealized
CHT Chungwa Telecom Co Ltd 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.80 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $4 Shares 15 Est. Cost $470.38 Unrealized -26.0%
SLB Schlumberger Ltd 0.0%
Value ($000) $4 Shares 118 Est. Cost $15.96 Unrealized +139.8%
CMCSA Comcast Corp. Cl A Common Stock 0.0%
Value ($000) $4 Shares 114 Est. Cost $32.76 Unrealized +17.1%
Linde plc 0.0%
Value ($000) $4 Shares 15 Est. Cost $222.22 Unrealized
Templeton Emerging Markets Fund 0.0%
Value ($000) $4 Shares 369 Est. Cost $14.32 Unrealized
NDSN Nordson Corp 0.0%
Value ($000) $4 Shares 22 Est. Cost $195.07 Unrealized +4.6%
EXPO Exponent Inc 0.0%
Value ($000) $4 Shares 46 Est. Cost $92.52 Unrealized -2.7%
SKM SK Telecom Ltd 0.0%
Value ($000) $3 Shares 145 Est. Cost $26.73 Unrealized
THO Thor Inds Inc 0.0%
Value ($000) $3 Shares 38 Est. Cost $107.49 Unrealized -33.4%
Japan Smaller Capitalization Fund Inc 0.0%
Value ($000) $3 Shares 553 Est. Cost $8.03 Unrealized
GDDY GoDaddy, Inc. 0.0%
Value ($000) $3 Shares 44 Est. Cost $75.01 Unrealized +1.3%
Landsea Homes Corp 0.0%
Value ($000) $3 Shares 12,738 Est. Cost $0.26 Unrealized
Forge Global Holdings Inc. 0.0%
Value ($000) $3 Shares 44,802 Est. Cost $0.71 Unrealized
Aspen Technology Inc. 0.0%
Value ($000) $3 Shares 14 Est. Cost $214.29 Unrealized
ES Eversource Energy 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.90 Unrealized +10.8%
The Korea Fund Inc 0.0%
Value ($000) $3 Shares 108 Est. Cost $33.14 Unrealized
AAPL Apple Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $110.62 Unrealized +34.4%
Matterport Inc 0.0%
Value ($000) $3 Shares 840 Est. Cost $14.58 Unrealized
DLB Dolby Laboratories Inc 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.15 Unrealized 0.0%
WSO Watsco Inc. 0.0%
Value ($000) $3 Shares 13 Est. Cost $285.22 Unrealized -7.7%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $3 Shares 68 Est. Cost $53.17 Unrealized +0.6%
NTES Netease Inc 0.0%
Value ($000) $3 Shares 34 Est. Cost $113.74 Unrealized
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $3 Shares 9 Est. Cost $423.51 Unrealized -1.6%
TRP Tc Energy Corp 0.0%
Value ($000) $3 Shares 56 Est. Cost $46.14 Unrealized 0.0%
CHE Chemed Corp New 0.0%
Value ($000) $3 Shares 6 Est. Cost $480.78 Unrealized +0.2%
CVE Cenovus Energy Inc 0.0%
Value ($000) $3 Shares 180 Est. Cost $18.15 Unrealized 0.0%
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $3 Shares 43 Est. Cost $139.73 Unrealized -38.1%
ALLE Allegion PLC 0.0%
Value ($000) $3 Shares 31 Est. Cost $111.25 Unrealized -7.2%
TRMB Trimble, Inc. 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.90 Unrealized +43.0%
PSX Phillips 66 0.0%
Value ($000) $3 Shares 38 Est. Cost $56.22 Unrealized +44.0%
SHW Sherwin-Williams Co. (The) 0.0%
Value ($000) $3 Shares 14 Est. Cost $230.44 Unrealized +7.7%
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $3 Shares 42 Est. Cost $177.54 Unrealized -52.7%
ROL Rollins Inc 0.0%
Value ($000) $3 Shares 74 Est. Cost $33.60 Unrealized -2.4%
SAP SAP SE 0.0%
Value ($000) $3 Shares 36 Est. Cost $138.89 Unrealized
IDXX IDEXX Labs Inc. 0.0%
Value ($000) $3 Shares 9 Est. Cost $443.84 Unrealized -8.1%
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $3 Shares 16 Est. Cost $145.43 Unrealized +22.9%
PODD Insulet Corp. 0.0%
Value ($000) $3 Shares 15 Est. Cost $212.68 Unrealized +6.9%
IBKR Interactive Brokers Group In 0.0%
Value ($000) $3 Shares 55 Est. Cost $17.62 Unrealized -17.4%
GS Goldman Sachs Group, Inc. (The) 0.0%
Value ($000) $2 Shares 8 Est. Cost $183.58 Unrealized +54.5%
NVCR Novocure Ltd 0.0%
Value ($000) $2 Shares 22 Est. Cost $100.38 Unrealized -25.0%
RARE Ultragenyx Pharmaceutical In 0.0%
Value ($000) $2 Shares 30 Est. Cost $97.49 Unrealized -36.9%
LII Lennox Intl Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $276.88 Unrealized -24.4%
HUBS HubSpot Inc. 0.0%
Value ($000) $2 Shares 8 Est. Cost $644.26 Unrealized -43.3%
V Visa Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $81.90 Unrealized +145.5%
TCOM Trip.com Group Ltd ADR 0.0%
Value ($000) $2 Shares 83 Est. Cost $29.87 Unrealized
BAP Credicorp Ltd 0.0%
Value ($000) $2 Shares 16 Est. Cost $112.60 Unrealized +12.3%
MU Micron Technology Inc 0.0%
Value ($000) $2 Shares 39 Est. Cost $77.75 Unrealized -14.5%
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $2 Shares 105 Est. Cost $30.81 Unrealized -23.2%
The India Fund Inc 0.0%
Value ($000) $2 Shares 93 Est. Cost $23.97 Unrealized
Morgan Stanley India Investment Fund Inc 0.0%
Value ($000) $2 Shares 76 Est. Cost $22.86 Unrealized
WeWork Inc. 0.0%
Value ($000) $2 Shares 2,399 Est. Cost $2.08 Unrealized
Ansys Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $343.75 Unrealized
UMC United Microelectronics Corp 0.0%
Value ($000) $2 Shares 248 Est. Cost $9.76 Unrealized
MMYT MakeMyTrip Limited Mauritius 0.0%
Value ($000) $2 Shares 65 Est. Cost $31.08 Unrealized -16.9%
Lufax Holdings LTD 0.0%
Value ($000) $2 Shares 335 Est. Cost $5.64 Unrealized
FN Fabrinet 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.61 Unrealized +3.8%
FICO Fair Isaac Corp 0.0%
Value ($000) $2 Shares 5 Est. Cost $459.71 Unrealized -14.2%
KSA Ishares Tr 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
SUZ Suzano Papel e Celulose S.A. 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
Lam Research Corp 0.0%
Value ($000) $2 Shares 4 Est. Cost $750.00 Unrealized
GMED Globus Med Inc 0.0%
Value ($000) $2 Shares 44 Est. Cost $65.73 Unrealized 0.0%
OPFI/WS Oppfi Inc 0.0%
Value ($000) $2 Shares 6,315 Est. Cost $1.58 Unrealized
SQM Sociedad Quimica Y Minera De 0.0%
Value ($000) $2 Shares 22 Est. Cost $58.85 Unrealized
Canadian Pac Ry Ltd 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
ONC BeiGene, Ltd. 0.0%
Value ($000) $2 Shares 15 Est. Cost $246.03 Unrealized
BFAM Bright Horizons Fam Sol In D 0.0%
Value ($000) $2 Shares 25 Est. Cost $160.64 Unrealized -38.1%
PBR Petroleo Brasileiro S.A. PETROBRAS 0.0%
Value ($000) $2 Shares 192 Est. Cost $13.94 Unrealized
BIDU Baidu Inc. 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
BUD Anheuser-Busch Inbev SA/NV ADR 0.0%
Value ($000) $2 Shares 45 Est. Cost $57.78 Unrealized
GRFS Grifols S A 0.0%
Value ($000) $1 Shares 91 Est. Cost $10.99 Unrealized
DNABW Ginkgo Bioworks Holdings Inc. 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $2.00 Unrealized
ASX Ase Technology Hldg Co. Ltd. 0.0%
Value ($000) $1 Shares 255 Est. Cost $7.85 Unrealized
Smartsheet, Inc. Cl A 0.0%
Value ($000) $1 Shares 47 Est. Cost $60.21 Unrealized
Thoughtworks Holding Inc. 0.0%
Value ($000) $1 Shares 82 Est. Cost $19.94 Unrealized
BEKE KE Hldgs Inc. 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
WEN The Wendy's Co 0.0%
Value ($000) $1 Shares 42 Est. Cost $18.95 Unrealized 0.0%
GOOG Alphabet, Inc. Cl C 0.0%
Value ($000) $1 Shares 9 Est. Cost $80.44 Unrealized +45.8%
LTRYW Lottery Com Inc. 0.0%
Value ($000) $1 Shares 4,529 Est. Cost $1.10 Unrealized
PAGS Pagseguro Digital Ltd 0.0%
Value ($000) $1 Shares 121 Est. Cost $28.87 Unrealized -50.4%
Pine Island Acquisition Corp 0.0%
Value ($000) $1 Shares 4,597 Est. Cost $0.87 Unrealized
DRTSW Alpha Tau Medical 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $0.80 Unrealized
Doma Holdings Inc. 0.0%
Value ($000) $1 Shares 5,000 Est. Cost $1.00 Unrealized
Pershing Square Tontine Hldg 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $1.33 Unrealized
TDCX Inc. 0.0%
Value ($000) $1 Shares 111 Est. Cost $9.01 Unrealized