Thomas J. Herzfeld Advisors, Inc. Diversified Active

CIK: 0001509510 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $234,478 (100.0% shares, 0.0% debt)

Holdings (308)

USFR Wisdomtree Tr 14.5%
Value ($000) $33,914 Shares 674,504 Est. Cost $50.30 Unrealized
Highland Floating Rate Opportunities Fund 9.9%
Value ($000) $23,280 Shares 2,395,110 Est. Cost $11.04 Unrealized
NXDT Nexpoint Diversified Rel Et 8.2%
Value ($000) $19,332 Shares 1,540,366 Est. Cost $15.37 Unrealized
AGG iShares Tr 5.9%
Value ($000) $13,812 Shares 143,372 Est. Cost $96.34 Unrealized
PIMCO Enrgy Tactical Cr Opp 4.4%
Value ($000) $10,298 Shares 761,103 Est. Cost $11.10 Unrealized
Saba Capital Income & Opportunities Fund 4.2%
Value ($000) $9,926 Shares 1,254,873 Est. Cost $8.01 Unrealized
SJB ProShares TR 3.8%
Value ($000) $8,969 Shares 448,202 Est. Cost $20.01 Unrealized
Boulder Growth & Income Fund Inc 2.2%
Value ($000) $5,094 Shares 468,200 Est. Cost $9.79 Unrealized
XNDPX Tortoise Energy Independence 2.2%
Value ($000) $5,053 Shares 178,485 Est. Cost $21.23 Unrealized
CCIF Vertical Capital Income Fund 1.7%
Value ($000) $4,011 Shares 449,644 Est. Cost $9.48 Unrealized
Clearbridge MLP And Midstrm 1.7%
Value ($000) $3,965 Shares 133,067 Est. Cost $28.19 Unrealized
BlackRock Cap Allocation Tr 1.6%
Value ($000) $3,802 Shares 279,358 Est. Cost $18.71 Unrealized
Adams Natural Resources Fund Inc 1.5%
Value ($000) $3,540 Shares 181,936 Est. Cost $20.83 Unrealized
Central Securities Corp 1.5%
Value ($000) $3,533 Shares 104,706 Est. Cost $26.11 Unrealized
BlackRock ESG Cap Allc Tr 1.5%
Value ($000) $3,466 Shares 270,582 Est. Cost $18.06 Unrealized
High Income Secs Fd Shs 1.3%
Value ($000) $3,009 Shares 436,726 Est. Cost $8.60 Unrealized
Nuveen Short Duration Cr Opp 1.3%
Value ($000) $3,005 Shares 254,008 Est. Cost $12.68 Unrealized
Cornerstone Strategic Value Fund Inc 1.3%
Value ($000) $2,993 Shares 349,299 Est. Cost $8.87 Unrealized
Angel Oak Final Strategies Incm Trm Trst 1.3%
Value ($000) $2,937 Shares 219,172 Est. Cost $16.84 Unrealized
Apollo Tactical Income Fund Inc 1.2%
Value ($000) $2,889 Shares 245,245 Est. Cost $15.35 Unrealized
NFE New Fortress Energy Inc 1.2%
Value ($000) $2,780 Shares 63,602 Est. Cost $41.22 Unrealized +21.7%
Nuveen Mutli Asset Income Fund 1.1%
Value ($000) $2,605 Shares 246,300 Est. Cost $18.25 Unrealized
General American Investors Co Inc 1.1%
Value ($000) $2,463 Shares 72,773 Est. Cost $36.37 Unrealized
Clearbridge MLP and Midstrm 1.0%
Value ($000) $2,401 Shares 91,246 Est. Cost $26.92 Unrealized
Nuveen Real Asset Income and Growth Fund 1.0%
Value ($000) $2,278 Shares 204,320 Est. Cost $13.55 Unrealized
The Herzfeld Caribbean Basin Fund Inc 1.0%
Value ($000) $2,270 Shares 626,151 Est. Cost $6.59 Unrealized
FBP First BanCorp/Puerto Rico 0.9%
Value ($000) $2,197 Shares 160,604 Est. Cost $6.49 Unrealized +99.3%
Clearbridge Energy Midstrm O 0.9%
Value ($000) $2,040 Shares 81,552 Est. Cost $23.63 Unrealized
Western Asset Mortgage Opp Fund Inc. 0.9%
Value ($000) $2,032 Shares 182,867 Est. Cost $13.47 Unrealized
Nuveen Mortgage and Income Fund 0.9%
Value ($000) $2,018 Shares 125,468 Est. Cost $19.23 Unrealized
Cornerstone Total Rtrn Fd In 0.8%
Value ($000) $1,944 Shares 239,420 Est. Cost $8.68 Unrealized
Thornburg Incm Builder Opp Tr 0.8%
Value ($000) $1,922 Shares 150,830 Est. Cost $18.64 Unrealized
MTZ MasTec Inc 0.8%
Value ($000) $1,897 Shares 29,868 Est. Cost $56.09 Unrealized +37.9%
BPOP Popular Inc 0.8%
Value ($000) $1,866 Shares 25,899 Est. Cost $40.89 Unrealized +71.3%
ASLE Aersale Corporation 0.8%
Value ($000) $1,839 Shares 99,206 Est. Cost $14.15 Unrealized +30.7%
PGT Innovations Inc 0.7%
Value ($000) $1,616 Shares 77,117 Est. Cost $20.35 Unrealized
NEE NextEra Energy Inc 0.7%
Value ($000) $1,570 Shares 20,025 Est. Cost $58.40 Unrealized +32.1%
Cushing MLP & Infrastruct 0.6%
Value ($000) $1,516 Shares 46,524 Est. Cost $32.59 Unrealized
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund 0.6%
Value ($000) $1,512 Shares 166,671 Est. Cost $11.57 Unrealized
PIMCO Dynamic Income Fd 0.6%
Value ($000) $1,431 Shares 73,818 Est. Cost $25.84 Unrealized
CPA Copa Holdings SA 0.6%
Value ($000) $1,357 Shares 20,250 Est. Cost $56.74 Unrealized +4.3%
Goldman Sachs MLP Energy Ren 0.6%
Value ($000) $1,336 Shares 111,354 Est. Cost $12.00 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 0.6%
Value ($000) $1,324 Shares 116,578 Est. Cost $19.07 Unrealized -30.9%
Aberdeen Std Global Infrastructure 0.6%
Value ($000) $1,295 Shares 82,304 Est. Cost $19.25 Unrealized
MLM Martin Marietta Materials Inc 0.5%
Value ($000) $1,288 Shares 4,000 Est. Cost $287.22 Unrealized +15.4%
RCL Royal Caribbean Cruises Ltd 0.5%
Value ($000) $1,058 Shares 27,926 Est. Cost $59.99 Unrealized -33.6%
ASR Grupo Aeroportuario del Sureste SAB de CV 0.4%
Value ($000) $1,015 Shares 5,175 Est. Cost $165.00 Unrealized
BIL SPDR Ser Tr 0.4%
Value ($000) $1,000 Shares 10,919 Est. Cost $91.49 Unrealized
LEN Lennar Corp 0.4%
Value ($000) $932 Shares 12,500 Est. Cost $69.65 Unrealized +6.3%
Special Opportunities Fund Inc. 0.4%
Value ($000) $931 Shares 83,913 Est. Cost $13.14 Unrealized
IHI iShares U.S. Medical Devices ETF 0.4%
Value ($000) $832 Shares 17,638 Est. Cost $94.01 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.4%
Value ($000) $823 Shares 13,110 Est. Cost $75.77 Unrealized
VAC Marriott Vacations Worldwide Corp 0.4%
Value ($000) $822 Shares 6,745 Est. Cost $117.91 Unrealized +15.1%
VMC Vulcan Materials Co 0.3%
Value ($000) $789 Shares 5,000 Est. Cost $136.81 Unrealized +15.6%
CX Cemex SAB de CV 0.3%
Value ($000) $620 Shares 180,645 Est. Cost $5.17 Unrealized
SHY Ishares Tr 13 Yr 0.3%
Value ($000) $608 Shares 7,481 Est. Cost $85.98 Unrealized
Playa Hotels & Resorts Nv 0.2%
Value ($000) $574 Shares 98,605 Est. Cost $6.61 Unrealized
CWCO Consolidated Water Co Ltd 0.2%
Value ($000) $570 Shares 37,092 Est. Cost $9.42 Unrealized +57.6%
EVTC EVERTEC Inc 0.2%
Value ($000) $532 Shares 16,956 Est. Cost $36.21 Unrealized -4.7%
Bancolombia SA 0.2%
Value ($000) $494 Shares 20,280 Est. Cost $40.16 Unrealized
ESRT Empire State Realty Trust Inc 0.2%
Value ($000) $485 Shares 73,894 Est. Cost $17.14 Unrealized
SEB Seaboard Corp 0.2%
Value ($000) $466 Shares 137 Est. Cost $3214.42 Unrealized +19.1%
Destra Multi-Alternative Fd 0.2%
Value ($000) $450 Shares 69,294 Est. Cost $7.84 Unrealized
LIVN LivaNova PLC 0.2%
Value ($000) $423 Shares 8,330 Est. Cost $60.69 Unrealized -2.2%
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.2%
Value ($000) $355 Shares 3,587 Est. Cost $101.61 Unrealized
FXY Investco CurrencyShares Japan 0.1%
Value ($000) $338 Shares 5,226 Est. Cost $64.68 Unrealized
Tortoise Pwr & Energy Infras 0.1%
Value ($000) $336 Shares 26,910 Est. Cost $12.49 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $333 Shares 2,850 Est. Cost $109.19 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $244 Shares 2,830 Est. Cost $45.06 Unrealized +78.5%
Western Asset/Claymore Inflation-Linked Securities & Income Fund 0.1%
Value ($000) $237 Shares 26,483 Est. Cost $11.62 Unrealized
ProShares UltraShort S&P50 0.1%
Value ($000) $237 Shares 4,345 Est. Cost $54.55 Unrealized
SSSS Sutter Rock Cap Corp 0.1%
Value ($000) $224 Shares 57,826 Est. Cost $11.99 Unrealized -49.2%
GLD SPDR Gold Tr 0.1%
Value ($000) $216 Shares 1,398 Est. Cost $178.11 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $214 Shares 663 Est. Cost $81.41 Unrealized +278.4%
CEFS Exchange Listed FDS Tr 0.1%
Value ($000) $198 Shares 11,862 Est. Cost $17.19 Unrealized
Center Coast Brkfld MLP Enrg 0.1%
Value ($000) $196 Shares 11,849 Est. Cost $16.54 Unrealized
America Movil SAB de CV 0.1%
Value ($000) $181 Shares 10,998 Est. Cost $21.75 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $158 Shares 700 Est. Cost $117.19 Unrealized +85.9%
TRIN Trinity Cap Inc. 0.1%
Value ($000) $151 Shares 12,023 Est. Cost $8.55 Unrealized 0.0%
SPY SPDR S&P 500 ETF Tr 0.1%
Value ($000) $139 Shares 390 Est. Cost $305.33 Unrealized
CEF Sprott Physical Gold and Silver Trust 0.1%
Value ($000) $125 Shares 8,000 Est. Cost $13.25 Unrealized
CCL Carnival Corp 0.1%
Value ($000) $123 Shares 17,559 Est. Cost $17.78 Unrealized -45.5%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $121 Shares 1,700 Est. Cost $46.14 Unrealized +35.0%
ProShares TR 0.1%
Value ($000) $120 Shares 4,370 Est. Cost $27.46 Unrealized
Cushing Nextgen Infra Incm Fund 0.0%
Value ($000) $116 Shares 3,165 Est. Cost $36.65 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $114 Shares 225 Est. Cost $200.84 Unrealized +146.5%
FXB Invesco CurrencyShares British Pound Sterling Trust 0.0%
Value ($000) $104 Shares 973 Est. Cost $106.89 Unrealized
GSIE Goldman Sachs ETF TR 0.0%
Value ($000) $104 Shares 4,197 Est. Cost $33.46 Unrealized
FXE Invesco CurrencyShares Euro Currency Trust 0.0%
Value ($000) $102 Shares 1,126 Est. Cost $90.59 Unrealized
NVS Novartis AG 0.0%
Value ($000) $95 Shares 1,244 Est. Cost $88.65 Unrealized
ABBV AbbVie, Inc. 0.0%
Value ($000) $94 Shares 704 Est. Cost $86.55 Unrealized +46.9%
USO United States Oil Fund LP 0.0%
Value ($000) $82 Shares 1,250 Est. Cost $28.80 Unrealized
PVI Invesco Exch Traded Fd Tr II 0.0%
Value ($000) $80 Shares 3,200 Est. Cost $24.86 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $74 Shares 741 Est. Cost $102.68 Unrealized
SONY Sony Corp 0.0%
Value ($000) $73 Shares 1,134 Est. Cost $69.28 Unrealized
QQQ Invesco QQQ Tr 0.0%
Value ($000) $72 Shares 270 Est. Cost $155.56 Unrealized
ASML ASML Holding N V 0.0%
Value ($000) $68 Shares 163 Est. Cost $610.24 Unrealized
ASA Gold and Precious Metals Ltd 0.0%
Value ($000) $63 Shares 5,038 Est. Cost $3.78 Unrealized
MDY SPDR S&P MidCap 400 ETF Tr 0.0%
Value ($000) $60 Shares 150 Est. Cost $300.00 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $53 Shares 104 Est. Cost $526.88 Unrealized +5.2%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $52 Shares 4,000 Est. Cost $16.84 Unrealized
Royce Value Trust Inc 0.0%
Value ($000) $43 Shares 3,423 Est. Cost $15.06 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $43 Shares 2,109 Est. Cost $20.24 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $41 Shares 625 Est. Cost $117.62 Unrealized -38.4%
The GDL Fund 0.0%
Value ($000) $41 Shares 5,133 Est. Cost $7.99 Unrealized
SU Suncor Energy Inc. 0.0%
Value ($000) $40 Shares 1,426 Est. Cost $27.66 Unrealized 0.0%
Gabelli Equity Trust Inc 0.0%
Value ($000) $40 Shares 7,333 Est. Cost $6.28 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $40 Shares 70 Est. Cost $650.94 Unrealized -6.4%
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $39 Shares 3,418 Est. Cost $15.25 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $38 Shares 142 Est. Cost $222.06 Unrealized +25.8%
MSFT Microsoft Corp 0.0%
Value ($000) $36 Shares 156 Est. Cost $115.49 Unrealized +122.4%
Liberty All Star Growth Fund Inc 0.0%
Value ($000) $35 Shares 7,031 Est. Cost $5.95 Unrealized
Liberty All Star Equity Fund 0.0%
Value ($000) $33 Shares 5,989 Est. Cost $6.22 Unrealized
CNI Canadian National Railway Company 0.0%
Value ($000) $33 Shares 307 Est. Cost $99.29 Unrealized +12.1%
BKR Baker Hughes Company 0.0%
Value ($000) $32 Shares 1,523 Est. Cost $24.44 Unrealized -5.5%
Tri-Continental Corp 0.0%
Value ($000) $32 Shares 1,268 Est. Cost $24.26 Unrealized
Adams Diversified Equity Fund Inc 0.0%
Value ($000) $31 Shares 2,106 Est. Cost $13.92 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $29 Shares 122 Est. Cost $26.34 Unrealized -15.7%
The Gabelli Dividend & Income Trust 0.0%
Value ($000) $27 Shares 1,438 Est. Cost $20.38 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $25 Shares 367 Est. Cost $81.78 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $24 Shares 297 Est. Cost $93.35 Unrealized -13.5%
AVGO Broadcom, Inc. 0.0%
Value ($000) $20 Shares 46 Est. Cost $27.85 Unrealized +72.7%
MUB iShares National Muni Bond 0.0%
Value ($000) $19 Shares 182 Est. Cost $104.40 Unrealized
PUK Prudential PLC 0.0%
Value ($000) $18 Shares 907 Est. Cost $19.85 Unrealized
GOOG Alphabet, Inc. Cl C 0.0%
Value ($000) $18 Shares 185 Est. Cost $109.35 Unrealized +1.4%
GXO GXO Logistics Incorporated 0.0%
Value ($000) $17 Shares 476 Est. Cost $85.99 Unrealized -48.6%
IBN ICICI Bank Ltd 0.0%
Value ($000) $16 Shares 742 Est. Cost $15.13 Unrealized
INCY Incyte Corp 0.0%
Value ($000) $16 Shares 242 Est. Cost $54.31 Unrealized +36.0%
BlackRock Enhanced Equity Dividend Trust 0.0%
Value ($000) $16 Shares 2,006 Est. Cost $8.72 Unrealized
HD The Home Depot Inc 0.0%
Value ($000) $16 Shares 59 Est. Cost $157.24 Unrealized +72.1%
PEP PepsiCo, Inc. 0.0%
Value ($000) $15 Shares 89 Est. Cost $91.56 Unrealized +68.7%
OPFI Oppfi Inc Com 0.0%
Value ($000) $14 Shares 5,898 Est. Cost $3.22 Unrealized -11.4%
BlackRock, Inc. 0.0%
Value ($000) $13 Shares 24 Est. Cost $583.33 Unrealized
PG Procter & Gamble Co. (The) 0.0%
Value ($000) $13 Shares 103 Est. Cost $117.50 Unrealized +11.1%
PNC The PNC Financial Services Group Inc 0.0%
Value ($000) $13 Shares 87 Est. Cost $110.96 Unrealized +28.0%
TFC Truist Financial Corp 0.0%
Value ($000) $13 Shares 291 Est. Cost $30.82 Unrealized +30.5%
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $12 Shares 226 Est. Cost $47.43 Unrealized +19.3%
Virtus Total Return Fund Inc. 0.0%
Value ($000) $12 Shares 1,851 Est. Cost $10.40 Unrealized
CVX Chevron Corp. 0.0%
Value ($000) $12 Shares 87 Est. Cost $77.52 Unrealized +71.3%
SBUX Starbucks Corp. 0.0%
Value ($000) $12 Shares 146 Est. Cost $71.37 Unrealized +9.8%
Aberdeen Global Dynamic Dividend Fund 0.0%
Value ($000) $12 Shares 1,426 Est. Cost $9.85 Unrealized
APD Air products and Chemicals, Inc. 0.0%
Value ($000) $12 Shares 50 Est. Cost $189.48 Unrealized +19.5%
The New Germany Fund Inc 0.0%
Value ($000) $11 Shares 1,633 Est. Cost $12.59 Unrealized
TXN Texas Instruments, Inc 0.0%
Value ($000) $11 Shares 70 Est. Cost $99.52 Unrealized +52.4%
The Mexico Fund, Inc. 0.0%
Value ($000) $11 Shares 845 Est. Cost $12.86 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $10 Shares 64 Est. Cost $51.35 Unrealized +41.2%
AMZN Amazon Com Inc 0.0%
Value ($000) $10 Shares 87 Est. Cost $125.02 Unrealized +1.1%
MCD McDonald's Corp 0.0%
Value ($000) $10 Shares 42 Est. Cost $104.77 Unrealized +125.5%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $10 Shares 68 Est. Cost $93.00 Unrealized +63.8%
META Meta Platforms Inc 0.0%
Value ($000) $10 Shares 76 Est. Cost $240.18 Unrealized -33.0%
Collaborative Investmnt Ser 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
The Taiwan Fund Inc 0.0%
Value ($000) $10 Shares 477 Est. Cost $29.05 Unrealized
PGIM Global Short Duration High Yield Fund, Inc. 0.0%
Value ($000) $10 Shares 982 Est. Cost $13.32 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $9 Shares 156 Est. Cost $48.63 Unrealized +17.8%
Rice Acquisition Corp 0.0%
Value ($000) $9 Shares 29,742 Est. Cost $0.75 Unrealized
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $9 Shares 42 Est. Cost $126.99 Unrealized +72.5%
TCW Strategic Income Fund Inc 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $5.40 Unrealized
AMT American Tower Corporation 0.0%
Value ($000) $9 Shares 43 Est. Cost $199.66 Unrealized +14.6%
The New Ireland Fund Inc 0.0%
Value ($000) $9 Shares 1,356 Est. Cost $10.07 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $9 Shares 84 Est. Cost $79.93 Unrealized +32.1%
TMC TMC The Metals Company Inc 0.0%
Value ($000) $9 Shares 8,959 Est. Cost $1.70 Unrealized -43.3%
UPS United Parcel Service Inc 0.0%
Value ($000) $9 Shares 58 Est. Cost $162.45 Unrealized -1.2%
CCI Crown Castle Intl Corp. 0.0%
Value ($000) $9 Shares 64 Est. Cost $125.06 Unrealized +14.0%
USB U.S. Bancorp 0.0%
Value ($000) $8 Shares 206 Est. Cost $33.04 Unrealized +18.7%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $8 Shares 21 Est. Cost $323.73 Unrealized +17.6%
CB Chubb Ltd 0.0%
Value ($000) $8 Shares 45 Est. Cost $114.75 Unrealized +58.4%
VALE Vale SA 0.0%
Value ($000) $8 Shares 604 Est. Cost $15.97 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $8 Shares 70 Est. Cost $107.82 Unrealized +17.8%
PCTTW Purecycle Technologies Inc 0.0%
Value ($000) $8 Shares 2,457 Est. Cost $14.04 Unrealized
HDB HDFC Bank Ltd 0.0%
Value ($000) $7 Shares 120 Est. Cost $74.57 Unrealized
PLD ProLogis, Inc. 0.0%
Value ($000) $7 Shares 64 Est. Cost $80.76 Unrealized +38.0%
AZN AstraZeneca Group plc ADR 0.0%
Value ($000) $7 Shares 135 Est. Cost $53.29 Unrealized
BlackRock Enhanced International Dividend Trust 0.0%
Value ($000) $7 Shares 1,464 Est. Cost $5.43 Unrealized
Chargepoint Holdings Inc. 0.0%
Value ($000) $7 Shares 445 Est. Cost $20.79 Unrealized
COST Costco Wholesale Corp. 0.0%
Value ($000) $7 Shares 14 Est. Cost $368.36 Unrealized +35.2%
KDP Keurig Dr. Pepper Inc. 0.0%
Value ($000) $7 Shares 209 Est. Cost $33.60 Unrealized +2.5%
FIS Fidelity Natl Information Sv 0.0%
Value ($000) $7 Shares 93 Est. Cost $89.00 Unrealized -4.2%
ABT Abbott Laboratories 0.0%
Value ($000) $7 Shares 73 Est. Cost $81.94 Unrealized +22.1%
Aberdeen Total Dynamic Dividend Fund 0.0%
Value ($000) $7 Shares 947 Est. Cost $8.68 Unrealized
Aberdeen Emerging Markets Equity Inc. 0.0%
Value ($000) $6 Shares 1,353 Est. Cost $6.65 Unrealized
WRB Berkley W R Corp 0.0%
Value ($000) $6 Shares 90 Est. Cost $30.94 Unrealized +29.3%
PAYX Paychex, Inc 0.0%
Value ($000) $6 Shares 56 Est. Cost $58.96 Unrealized +90.2%
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $6 Shares 8 Est. Cost $556.90 Unrealized +12.4%
KSA Ishares Tr 0.0%
Value ($000) $6 Shares 153 Est. Cost $37.42 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $6 Shares 31 Est. Cost $298.13 Unrealized -28.0%
HLT Hilton, Inc 0.0%
Value ($000) $6 Shares 49 Est. Cost $97.38 Unrealized +28.4%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $6 Shares 62 Est. Cost $75.08 Unrealized +20.9%
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $6 Shares 22 Est. Cost $248.59 Unrealized +15.7%
EFX Equifax, Inc. 0.0%
Value ($000) $6 Shares 36 Est. Cost $178.45 Unrealized +7.1%
ETN Eaton Corp. plc (Ireland) 0.0%
Value ($000) $6 Shares 44 Est. Cost $91.12 Unrealized +46.4%
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $6 Shares 161 Est. Cost $40.12 Unrealized -0.2%
LPLA LPL Finl Hldgs Inc 0.0%
Value ($000) $6 Shares 29 Est. Cost $135.35 Unrealized +57.1%
WBXWF Wallbox NV 0.0%
Value ($000) $6 Shares 4,552 Est. Cost $4.91 Unrealized
NDSN Nordson Corp 0.0%
Value ($000) $5 Shares 22 Est. Cost $195.07 Unrealized +10.2%
GLW Corning Inc. 0.0%
Value ($000) $5 Shares 181 Est. Cost $33.63 Unrealized -8.6%
NKE Nike, Inc. 0.0%
Value ($000) $5 Shares 59 Est. Cost $96.36 Unrealized +5.4%
CME CME Group Inc. 0.0%
Value ($000) $5 Shares 30 Est. Cost $169.20 Unrealized +0.8%
ZTS Zoetis Inc. 0.0%
Value ($000) $5 Shares 37 Est. Cost $104.89 Unrealized +53.9%
XJEQX Aberdeen Japan Equity Fund Inc 0.0%
Value ($000) $5 Shares 1,061 Est. Cost $6.32 Unrealized
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $5 Shares 64 Est. Cost $199.22 Unrealized
The European Equity Fund Inc 0.0%
Value ($000) $5 Shares 728 Est. Cost $9.27 Unrealized
ON ON Semiconductor Corporation 0.0%
Value ($000) $5 Shares 82 Est. Cost $64.40 Unrealized 0.0%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $5 Shares 30 Est. Cost $142.90 Unrealized +27.1%
SVXY ProShares Short VIX Short-Term Futures ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $57.38 Unrealized
BTI British American Tobacco PLC 0.0%
Value ($000) $5 Shares 133 Est. Cost $35.59 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $5 Shares 349 Est. Cost $21.95 Unrealized
BlackRock Innovation and Grw 0.0%
Value ($000) $5 Shares 698 Est. Cost $11.66 Unrealized
Gabelli Global Small & Mid C 0.0%
Value ($000) $5 Shares 557 Est. Cost $13.40 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $5 Shares 29 Est. Cost $197.29 Unrealized -12.7%
PFE Pfizer Inc 0.0%
Value ($000) $5 Shares 109 Est. Cost $42.00 Unrealized -3.8%
CARR Carrier Global Corporation 0.0%
Value ($000) $5 Shares 142 Est. Cost $45.70 Unrealized -17.7%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $4 Shares 68 Est. Cost $53.17 Unrealized +6.3%
IBKR Interactive Brokers Group In 0.0%
Value ($000) $4 Shares 55 Est. Cost $17.62 Unrealized -14.2%
Bunge Limited 0.0%
Value ($000) $4 Shares 44 Est. Cost $86.21 Unrealized
INFY Infosys Ltd 0.0%
Value ($000) $4 Shares 241 Est. Cost $19.67 Unrealized
JD JD.Com Inc 0.0%
Value ($000) $4 Shares 75 Est. Cost $76.44 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $4 Shares 46 Est. Cost $130.59 Unrealized -28.4%
BSY Bentley Sys Inc. 0.0%
Value ($000) $4 Shares 139 Est. Cost $41.68 Unrealized -13.7%
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $4 Shares 43 Est. Cost $139.73 Unrealized -36.7%
POOL Pool Corp 0.0%
Value ($000) $4 Shares 14 Est. Cost $364.88 Unrealized -6.6%
CRL Charles Riv Labs Intl Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $294.55 Unrealized -26.7%
MA MasterCard, Inc. 0.0%
Value ($000) $4 Shares 15 Est. Cost $320.45 Unrealized +1.5%
EXPO Exponent Inc 0.0%
Value ($000) $4 Shares 46 Est. Cost $92.52 Unrealized -1.9%
Morgan Stanley China A Sh Fd 0.0%
Value ($000) $4 Shares 297 Est. Cost $20.78 Unrealized
CHT Chungwa Telecom Co Ltd 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.80 Unrealized
V Visa Inc 0.0%
Value ($000) $4 Shares 22 Est. Cost $150.71 Unrealized +31.6%
Linde plc 0.0%
Value ($000) $4 Shares 15 Est. Cost $222.22 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $4 Shares 15 Est. Cost $470.38 Unrealized -34.2%
Totalenergies SE 0.0%
Value ($000) $4 Shares 80 Est. Cost $41.85 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $4 Shares 15 Est. Cost $269.13 Unrealized +4.9%
CPRT Copart Inc. 0.0%
Value ($000) $4 Shares 36 Est. Cost $29.92 Unrealized -0.5%
WMB Williams Cos Inc. 0.0%
Value ($000) $4 Shares 134 Est. Cost $27.90 Unrealized 0.0%
COP ConocoPhillips 0.0%
Value ($000) $4 Shares 43 Est. Cost $86.59 Unrealized +1.8%
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $4 Shares 15 Est. Cost $501.00 Unrealized -24.5%
Templeton Emerging Markets Fund 0.0%
Value ($000) $4 Shares 369 Est. Cost $14.32 Unrealized
Seattle Genetics, In 0.0%
Value ($000) $3 Shares 22 Est. Cost $161.16 Unrealized
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $3 Shares 9 Est. Cost $423.51 Unrealized -9.9%
TER Teradyne Inc 0.0%
Value ($000) $3 Shares 44 Est. Cost $125.22 Unrealized -28.3%
SKM SK Telecom Ltd 0.0%
Value ($000) $3 Shares 145 Est. Cost $26.73 Unrealized
SITE Siteone Landsscape Supply Inc 0.0%
Value ($000) $3 Shares 32 Est. Cost $180.25 Unrealized -30.5%
SHG Shinhan Financial Group Co L 0.0%
Value ($000) $3 Shares 132 Est. Cost $33.75 Unrealized
SHW Sherwin-Williams Co. (The) 0.0%
Value ($000) $3 Shares 14 Est. Cost $230.44 Unrealized -0.3%
NOW ServiceNow, Inc. 0.0%
Value ($000) $3 Shares 8 Est. Cost $74.46 Unrealized +20.9%
ALNY Alnylam Pharmaceuticals, Inc. 0.0%
Value ($000) $3 Shares 14 Est. Cost $190.74 Unrealized 0.0%
ALLE Allegion PLC 0.0%
Value ($000) $3 Shares 31 Est. Cost $111.25 Unrealized -15.0%
AES AES Corp 0.0%
Value ($000) $3 Shares 148 Est. Cost $20.61 Unrealized 0.0%
XAWPX Aberdeen Global Premier Properties Fund 0.0%
Value ($000) $3 Shares 840 Est. Cost $6.38 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $3 Shares 87 Est. Cost $15.96 Unrealized +109.3%
AAPL Apple Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $110.62 Unrealized +39.5%
Aspen Technology Inc. 0.0%
Value ($000) $3 Shares 14 Est. Cost $214.29 Unrealized
BBY Best Buy Inc. 0.0%
Value ($000) $3 Shares 53 Est. Cost $91.37 Unrealized -31.3%
BP BP p.l.c. 0.0%
Value ($000) $3 Shares 109 Est. Cost $27.52 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $3 Shares 180 Est. Cost $18.15 Unrealized -10.4%
GMED Globus Med Inc 0.0%
Value ($000) $3 Shares 44 Est. Cost $65.73 Unrealized -8.4%
GDDY GoDaddy, Inc. 0.0%
Value ($000) $3 Shares 44 Est. Cost $75.01 Unrealized +0.4%
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $3 Shares 16 Est. Cost $145.43 Unrealized +29.1%
IDXX IDEXX Labs Inc. 0.0%
Value ($000) $3 Shares 9 Est. Cost $443.84 Unrealized -17.2%
PODD Insulet Corp. 0.0%
Value ($000) $3 Shares 15 Est. Cost $212.68 Unrealized +17.8%
Japan Smaller Capitalization Fund Inc 0.0%
Value ($000) $3 Shares 553 Est. Cost $8.03 Unrealized
PSX Phillips 66 0.0%
Value ($000) $3 Shares 38 Est. Cost $56.22 Unrealized +34.1%
ROL Rollins Inc 0.0%
Value ($000) $3 Shares 74 Est. Cost $33.60 Unrealized +2.8%
SAP SAP SE 0.0%
Value ($000) $3 Shares 36 Est. Cost $138.89 Unrealized
Cooper Cos Inc. 0.0%
Value ($000) $3 Shares 12 Est. Cost $368.06 Unrealized
NTES Netease Inc 0.0%
Value ($000) $3 Shares 34 Est. Cost $113.74 Unrealized
THO Thor Inds Inc 0.0%
Value ($000) $3 Shares 38 Est. Cost $107.49 Unrealized -29.4%
TRMB Trimble, Inc. 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.90 Unrealized +37.8%
TCOM Trip.com Group Ltd ADR 0.0%
Value ($000) $3 Shares 103 Est. Cost $29.73 Unrealized
Matterport Inc 0.0%
Value ($000) $3 Shares 731 Est. Cost $14.58 Unrealized
DLB Dolby Laboratories Inc 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.15 Unrealized -1.4%
LII Lennox Intl Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $276.88 Unrealized -17.2%
WSO Watsco Inc. 0.0%
Value ($000) $3 Shares 13 Est. Cost $285.22 Unrealized -5.0%
ES Eversource Energy 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.90 Unrealized +10.4%
CHE Chemed Corp New 0.0%
Value ($000) $3 Shares 6 Est. Cost $480.78 Unrealized -1.1%
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $3 Shares 73 Est. Cost $58.72 Unrealized -18.2%
MMYT MakeMyTrip Limited Mauritius 0.0%
Value ($000) $2 Shares 65 Est. Cost $31.08 Unrealized -0.6%
Wolfspeed, Inc. 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
FN Fabrinet 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.61 Unrealized +11.1%
Morgan Stanley India Investment Fund Inc 0.0%
Value ($000) $2 Shares 76 Est. Cost $22.86 Unrealized
East Stone Acquisition Corp 0.0%
Value ($000) $2 Shares 26,327 Est. Cost $0.16 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $2 Shares 5 Est. Cost $459.71 Unrealized -1.3%
BAP Credicorp Ltd 0.0%
Value ($000) $2 Shares 19 Est. Cost $113.47 Unrealized +4.1%
NVCR Novocure Ltd 0.0%
Value ($000) $2 Shares 22 Est. Cost $100.38 Unrealized -22.3%
MU Micron Technology Inc 0.0%
Value ($000) $2 Shares 39 Est. Cost $77.75 Unrealized -26.8%
TRP Tc Energy Corp 0.0%
Value ($000) $2 Shares 56 Est. Cost $46.14 Unrealized -10.1%
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $2 Shares 42 Est. Cost $177.54 Unrealized -65.4%
BUD Anheuser-Busch Inbev SA/NV ADR 0.0%
Value ($000) $2 Shares 45 Est. Cost $57.78 Unrealized
The Korea Fund Inc 0.0%
Value ($000) $2 Shares 108 Est. Cost $33.14 Unrealized
PAGS Pagseguro Digital Ltd 0.0%
Value ($000) $2 Shares 121 Est. Cost $28.87 Unrealized -53.8%
GS Goldman Sachs Group, Inc. (The) 0.0%
Value ($000) $2 Shares 8 Est. Cost $183.58 Unrealized +61.8%
ASX Ase Technology Hldg Co. Ltd. 0.0%
Value ($000) $2 Shares 352 Est. Cost $7.25 Unrealized
PBR Petroleo Brasileiro S.A. PETROBRAS 0.0%
Value ($000) $2 Shares 192 Est. Cost $13.94 Unrealized
HUBS HubSpot Inc. 0.0%
Value ($000) $2 Shares 8 Est. Cost $644.26 Unrealized -50.7%
Forge Global Holdings Inc. 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
Canadian Pac Ry Ltd 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
BlackRock Science and Technology Trust II 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.79 Unrealized
Ansys Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $343.75 Unrealized
ONC BeiGene, Ltd. 0.0%
Value ($000) $2 Shares 15 Est. Cost $246.03 Unrealized
RYAAY Ryanair Holdings plc ADR 0.0%
Value ($000) $2 Shares 29 Est. Cost $103.36 Unrealized
DNABW Ginkgo Bioworks Holdings Inc. 0.0%
Value ($000) $1 Shares 1,690 Est. Cost $2.00 Unrealized
BFAM Bright Horizons Fam Sol In D 0.0%
Value ($000) $1 Shares 25 Est. Cost $160.64 Unrealized -52.6%
BIDU Baidu Inc. 0.0%
Value ($000) $1 Shares 12 Est. Cost $166.67 Unrealized
SQM Sociedad Quimica Y Minera De 0.0%
Value ($000) $1 Shares 16 Est. Cost $58.85 Unrealized
SUZ Suzano Papel e Celulose S.A. 0.0%
Value ($000) $1 Shares 160 Est. Cost $12.50 Unrealized
TDCX Inc. 0.0%
Value ($000) $1 Shares 111 Est. Cost $9.01 Unrealized
The India Fund Inc 0.0%
Value ($000) $1 Shares 93 Est. Cost $23.97 Unrealized
UMC United Microelectronics Corp 0.0%
Value ($000) $1 Shares 248 Est. Cost $9.76 Unrealized
LCII LCI Inds 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.03 Unrealized 0.0%
Lam Research Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $750.00 Unrealized