Thomas J. Herzfeld Advisors, Inc. Diversified Active

CIK: 0001509510 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $244,040 (100.0% shares, 0.0% debt)

Holdings (317)

Highland Floating Rate Opportunities Fund 10.4%
Value ($000) $25,348 Shares 2,460,982 Est. Cost $11.02 Unrealized
Saba Capital Income & Opportunities Fund 6.1%
Value ($000) $14,806 Shares 1,945,655 Est. Cost $7.87 Unrealized
NXDT Nexpoint Diversified Rel Et 5.6%
Value ($000) $13,591 Shares 1,212,410 Est. Cost $15.37 Unrealized
Oxford Lane Cap Corp 5.5%
Value ($000) $13,405 Shares 2,643,918 Est. Cost $5.07 Unrealized
PIMCO Enrgy Tactical Cr Opp 4.8%
Value ($000) $11,710 Shares 783,798 Est. Cost $11.21 Unrealized
SJB ProShares TR 3.8%
Value ($000) $9,231 Shares 485,859 Est. Cost $19.93 Unrealized
Cornerstone Strategic Value Fund Inc 3.3%
Value ($000) $8,097 Shares 1,098,687 Est. Cost $7.85 Unrealized
USFR Wisdomtree Tr 3.2%
Value ($000) $7,754 Shares 154,252 Est. Cost $50.30 Unrealized
XNDPX Tortoise Energy Independence 2.3%
Value ($000) $5,566 Shares 191,004 Est. Cost $21.75 Unrealized
Boulder Growth & Income Fund Inc 2.2%
Value ($000) $5,356 Shares 421,703 Est. Cost $9.79 Unrealized
CCIF Vertical Capital Income Fund 1.8%
Value ($000) $4,446 Shares 510,499 Est. Cost $9.39 Unrealized
Clearbridge MLP And Midstrm 1.8%
Value ($000) $4,338 Shares 130,039 Est. Cost $28.19 Unrealized
Adams Natural Resources Fund Inc 1.7%
Value ($000) $4,141 Shares 189,944 Est. Cost $20.87 Unrealized
Apollo Tactical Income Fund Inc 1.6%
Value ($000) $3,976 Shares 328,093 Est. Cost $14.53 Unrealized
Cornerstone Total Rtrn Fd In 1.6%
Value ($000) $3,835 Shares 540,105 Est. Cost $7.80 Unrealized
BlackRock Cap Allocation Tr 1.5%
Value ($000) $3,745 Shares 270,013 Est. Cost $18.71 Unrealized
Nuveen Short Duration Cr Opp 1.4%
Value ($000) $3,476 Shares 293,059 Est. Cost $12.57 Unrealized
Central Securities Corp 1.4%
Value ($000) $3,342 Shares 100,088 Est. Cost $26.11 Unrealized
BlackRock ESG Cap Allc Tr 1.4%
Value ($000) $3,316 Shares 246,898 Est. Cost $18.06 Unrealized
Aberdeen Asia Pacific Income 1.3%
Value ($000) $3,128 Shares 1,189,202 Est. Cost $2.63 Unrealized
Nuveen Mortgage and Income Fund 1.2%
Value ($000) $2,880 Shares 178,022 Est. Cost $18.33 Unrealized
Western Asset Mortgage Opp Fund Inc. 1.1%
Value ($000) $2,770 Shares 257,171 Est. Cost $12.69 Unrealized
NFE New Fortress Energy Inc 1.1%
Value ($000) $2,698 Shares 63,602 Est. Cost $41.22 Unrealized +17.2%
The Gabelli Dividend & Income Trust 1.1%
Value ($000) $2,615 Shares 126,903 Est. Cost $20.61 Unrealized
Neuberger Brman Next Genera 1.1%
Value ($000) $2,570 Shares 282,582 Est. Cost $9.09 Unrealized
Nuveen Real Asset Income and Growth Fund 1.0%
Value ($000) $2,554 Shares 218,290 Est. Cost $13.43 Unrealized
MTZ MasTec Inc 1.0%
Value ($000) $2,549 Shares 29,868 Est. Cost $56.09 Unrealized +46.2%
BlackRock Innovation and Grw 1.0%
Value ($000) $2,543 Shares 373,379 Est. Cost $6.82 Unrealized
Nuveen Mutli Asset Income Fund 1.0%
Value ($000) $2,531 Shares 220,296 Est. Cost $18.25 Unrealized
Clearbridge MLP and Midstrm 1.0%
Value ($000) $2,523 Shares 89,260 Est. Cost $26.92 Unrealized
Tortoise Pwr & Energy Infras 1.0%
Value ($000) $2,491 Shares 195,206 Est. Cost $12.72 Unrealized
Aberdeen Std Global Infrastructure 1.0%
Value ($000) $2,488 Shares 146,169 Est. Cost $18.27 Unrealized
BlackRock Science and Technology Trust II 1.0%
Value ($000) $2,487 Shares 159,003 Est. Cost $15.65 Unrealized
PIMCO Global StocksPLS Inc. 1.0%
Value ($000) $2,477 Shares 357,401 Est. Cost $6.93 Unrealized
General American Investors Co Inc 1.0%
Value ($000) $2,474 Shares 68,440 Est. Cost $36.37 Unrealized
The Gabelli Healthcare & Wellness Trust 1.0%
Value ($000) $2,451 Shares 238,456 Est. Cost $10.28 Unrealized
Thornburg Incm Builder Opp Tr 0.9%
Value ($000) $2,273 Shares 159,202 Est. Cost $18.41 Unrealized
Clearbridge Energy Midstrm O 0.9%
Value ($000) $2,270 Shares 79,376 Est. Cost $23.63 Unrealized
SSSS Sutter Rock Cap Corp 0.9%
Value ($000) $2,075 Shares 545,926 Est. Cost $4.81 Unrealized -17.7%
FBP First BanCorp/Puerto Rico 0.8%
Value ($000) $2,043 Shares 160,604 Est. Cost $6.49 Unrealized +102.2%
Cohen & Steers Limited Duration Preferred and Income Fund, Inc. 0.8%
Value ($000) $2,011 Shares 105,729 Est. Cost $19.02 Unrealized
Angel Oak Final Strategies Incm Trm Trst 0.8%
Value ($000) $1,979 Shares 154,503 Est. Cost $16.84 Unrealized
The Herzfeld Caribbean Basin Fund Inc 0.8%
Value ($000) $1,855 Shares 504,037 Est. Cost $6.59 Unrealized
BPOP Popular Inc 0.7%
Value ($000) $1,718 Shares 25,899 Est. Cost $40.89 Unrealized +54.3%
NEE NextEra Energy Inc 0.7%
Value ($000) $1,674 Shares 20,025 Est. Cost $58.40 Unrealized +26.4%
Barings Global Short Duration High Yield Fund 0.7%
Value ($000) $1,657 Shares 130,671 Est. Cost $12.68 Unrealized
ASLE Aersale Corporation 0.7%
Value ($000) $1,609 Shares 99,206 Est. Cost $14.15 Unrealized +22.8%
Cushing MLP & Infrastruct 0.6%
Value ($000) $1,543 Shares 45,963 Est. Cost $32.59 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 0.6%
Value ($000) $1,427 Shares 116,578 Est. Cost $19.07 Unrealized -21.0%
Goldman Sachs MLP Energy Ren 0.6%
Value ($000) $1,412 Shares 110,522 Est. Cost $12.00 Unrealized
RCL Royal Caribbean Cruises Ltd 0.6%
Value ($000) $1,380 Shares 27,926 Est. Cost $59.99 Unrealized -14.1%
MLM Martin Marietta Materials Inc 0.6%
Value ($000) $1,352 Shares 4,000 Est. Cost $287.22 Unrealized +16.5%
CPA Copa Holdings SA 0.5%
Value ($000) $1,268 Shares 15,250 Est. Cost $56.74 Unrealized +18.0%
PGT Innovations Inc 0.5%
Value ($000) $1,259 Shares 70,117 Est. Cost $20.35 Unrealized
ASR Grupo Aeroportuario del Sureste SAB de CV 0.5%
Value ($000) $1,206 Shares 5,175 Est. Cost $165.00 Unrealized
LEN Lennar Corp 0.5%
Value ($000) $1,131 Shares 12,500 Est. Cost $69.65 Unrealized +11.3%
FMX Fomento Economico Mexicano SAB de CV 0.4%
Value ($000) $1,024 Shares 13,110 Est. Cost $75.77 Unrealized
BIL SPDR Ser Tr 0.4%
Value ($000) $999 Shares 10,919 Est. Cost $91.49 Unrealized
IHI iShares U.S. Medical Devices ETF 0.4%
Value ($000) $940 Shares 17,875 Est. Cost $93.46 Unrealized
VAC Marriott Vacations Worldwide Corp 0.4%
Value ($000) $908 Shares 6,745 Est. Cost $117.91 Unrealized +18.3%
VMC Vulcan Materials Co 0.4%
Value ($000) $876 Shares 5,000 Est. Cost $136.81 Unrealized +22.0%
First Trust Aberdeen Global Opportunity Income Fund 0.3%
Value ($000) $799 Shares 133,191 Est. Cost $6.00 Unrealized
CX Cemex SAB de CV 0.3%
Value ($000) $630 Shares 155,645 Est. Cost $5.17 Unrealized
SHY Ishares Tr 13 Yr 0.2%
Value ($000) $607 Shares 7,481 Est. Cost $85.98 Unrealized
EVTC EVERTEC Inc 0.2%
Value ($000) $549 Shares 16,956 Est. Cost $36.21 Unrealized -10.7%
Destra Multi-Alternative Fd 0.2%
Value ($000) $527 Shares 77,111 Est. Cost $7.74 Unrealized
SEB Seaboard Corp 0.2%
Value ($000) $517 Shares 137 Est. Cost $3214.42 Unrealized +16.3%
Playa Hotels & Resorts Nv 0.2%
Value ($000) $513 Shares 78,605 Est. Cost $6.61 Unrealized
ESRT Empire State Realty Trust Inc 0.2%
Value ($000) $498 Shares 73,894 Est. Cost $17.14 Unrealized
LIVN LivaNova PLC 0.2%
Value ($000) $463 Shares 8,330 Est. Cost $60.69 Unrealized -15.8%
IBB iShares Nasdaq Biotechnology ETF 0.2%
Value ($000) $374 Shares 2,850 Est. Cost $109.19 Unrealized
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.1%
Value ($000) $354 Shares 3,587 Est. Cost $101.61 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $314 Shares 2,830 Est. Cost $45.06 Unrealized +105.9%
CEFS Exchange Listed FDS Tr 0.1%
Value ($000) $272 Shares 15,778 Est. Cost $17.20 Unrealized
FXY Investco CurrencyShares Japan 0.1%
Value ($000) $262 Shares 3,680 Est. Cost $64.68 Unrealized
Center Coast Brkfld MLP Enrg 0.1%
Value ($000) $244 Shares 14,089 Est. Cost $16.67 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $243 Shares 663 Est. Cost $81.41 Unrealized +324.7%
GLD SPDR Gold Tr 0.1%
Value ($000) $237 Shares 1,398 Est. Cost $178.11 Unrealized
Western Asset/Claymore Inflation-Linked Securities & Income Fund 0.1%
Value ($000) $230 Shares 26,716 Est. Cost $11.62 Unrealized
America Movil SAB de CV 0.1%
Value ($000) $200 Shares 10,998 Est. Cost $21.75 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $184 Shares 700 Est. Cost $117.19 Unrealized +107.1%
SPY SPDR S&P 500 ETF Tr 0.1%
Value ($000) $149 Shares 390 Est. Cost $305.33 Unrealized
CEF Sprott Physical Gold and Silver Trust 0.1%
Value ($000) $143 Shares 8,000 Est. Cost $13.25 Unrealized
NXG NextGen Intrastruacture Inc Fund 0.1%
Value ($000) $140 Shares 3,655 Est. Cost $36.87 Unrealized
Columbia Seligman Premium Technology Growth Fund 0.1%
Value ($000) $124 Shares 5,332 Est. Cost $23.23 Unrealized
GSIE Goldman Sachs ETF TR 0.1%
Value ($000) $124 Shares 4,302 Est. Cost $33.35 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $122 Shares 1,700 Est. Cost $46.14 Unrealized +41.4%
ABBV AbbVie, Inc. 0.0%
Value ($000) $114 Shares 707 Est. Cost $86.55 Unrealized +58.5%
FXB Invesco CurrencyShares British Pound Sterling Trust 0.0%
Value ($000) $113 Shares 973 Est. Cost $106.89 Unrealized
FXE Invesco CurrencyShares Euro Currency Trust 0.0%
Value ($000) $111 Shares 1,126 Est. Cost $90.59 Unrealized
NVS Novartis AG 0.0%
Value ($000) $109 Shares 1,200 Est. Cost $88.65 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $103 Shares 195 Est. Cost $200.84 Unrealized +149.2%
SONY Sony Corp 0.0%
Value ($000) $93 Shares 1,223 Est. Cost $69.79 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $91 Shares 3,180 Est. Cost $28.66 Unrealized
CWCO Consolidated Water Co Ltd 0.0%
Value ($000) $90 Shares 6,092 Est. Cost $9.42 Unrealized +61.5%
USO United States Oil Fund LP 0.0%
Value ($000) $88 Shares 1,250 Est. Cost $28.80 Unrealized
TRIN Trinity Cap Inc. 0.0%
Value ($000) $87 Shares 7,917 Est. Cost $8.55 Unrealized -17.5%
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $75 Shares 553 Est. Cost $102.68 Unrealized
ASA Gold and Precious Metals Ltd 0.0%
Value ($000) $72 Shares 5,042 Est. Cost $3.78 Unrealized
QQQ Invesco QQQ Tr 0.0%
Value ($000) $72 Shares 270 Est. Cost $155.56 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $72 Shares 130 Est. Cost $526.49 Unrealized -0.3%
ASML ASML Holding N V 0.0%
Value ($000) $71 Shares 130 Est. Cost $610.24 Unrealized
TBT ProShares Tr. 0.0%
Value ($000) $67 Shares 2,049 Est. Cost $32.50 Unrealized
MDY SPDR S&P MidCap 400 ETF Tr 0.0%
Value ($000) $66 Shares 150 Est. Cost $300.00 Unrealized
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $62 Shares 4,000 Est. Cost $16.84 Unrealized
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund 0.0%
Value ($000) $52 Shares 5,684 Est. Cost $11.57 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $50 Shares 3,696 Est. Cost $15.12 Unrealized
Royce Value Trust Inc 0.0%
Value ($000) $46 Shares 3,497 Est. Cost $15.02 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $44 Shares 2,160 Est. Cost $20.24 Unrealized
Gabelli Equity Trust Inc 0.0%
Value ($000) $41 Shares 7,525 Est. Cost $6.26 Unrealized
The GDL Fund 0.0%
Value ($000) $41 Shares 5,211 Est. Cost $7.99 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $40 Shares 1,358 Est. Cost $24.44 Unrealized +4.9%
SU Suncor Energy Inc. 0.0%
Value ($000) $38 Shares 1,199 Est. Cost $27.66 Unrealized +5.2%
Rice Acquisition Corp 0.0%
Value ($000) $37 Shares 29,742 Est. Cost $0.75 Unrealized
PUK Prudential PLC 0.0%
Value ($000) $37 Shares 1,351 Est. Cost $22.35 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $36 Shares 152 Est. Cost $115.49 Unrealized +102.7%
NFLX Netflix, Inc. 0.0%
Value ($000) $36 Shares 122 Est. Cost $26.34 Unrealized +6.5%
CNI Canadian National Railway Company 0.0%
Value ($000) $35 Shares 292 Est. Cost $99.29 Unrealized +13.0%
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) $34 Shares 5,989 Est. Cost $6.22 Unrealized
Tri-Continental Corp 0.0%
Value ($000) $34 Shares 1,311 Est. Cost $24.31 Unrealized
Adams Diversified Equity Fund Inc 0.0%
Value ($000) $32 Shares 2,235 Est. Cost $13.95 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $32 Shares 49 Est. Cost $650.94 Unrealized -11.1%
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $27 Shares 367 Est. Cost $81.78 Unrealized
AVGO Broadcom, Inc. 0.0%
Value ($000) $26 Shares 46 Est. Cost $27.85 Unrealized +71.0%
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $25 Shares 625 Est. Cost $117.62 Unrealized -54.9%
MDT Medtronic plc 0.0%
Value ($000) $23 Shares 295 Est. Cost $93.35 Unrealized -21.3%
META Meta Platforms Inc 0.0%
Value ($000) $21 Shares 176 Est. Cost $169.97 Unrealized -31.4%
GXO GXO Logistics Incorporated 0.0%
Value ($000) $20 Shares 476 Est. Cost $85.99 Unrealized -53.4%
INCY Incyte Corp 0.0%
Value ($000) $19 Shares 242 Est. Cost $54.31 Unrealized +40.9%
PVI Invesco Exch Traded Fd Tr II 0.0%
Value ($000) $19 Shares 771 Est. Cost $24.86 Unrealized
HD The Home Depot Inc 0.0%
Value ($000) $19 Shares 59 Est. Cost $157.24 Unrealized +78.8%
BlackRock Enhanced Equity Dividend Trust 0.0%
Value ($000) $18 Shares 2,045 Est. Cost $8.73 Unrealized
CVX Chevron Corp. 0.0%
Value ($000) $18 Shares 100 Est. Cost $87.36 Unrealized +75.4%
BlackRock, Inc. 0.0%
Value ($000) $17 Shares 24 Est. Cost $583.33 Unrealized
PEP PepsiCo, Inc. 0.0%
Value ($000) $17 Shares 93 Est. Cost $94.54 Unrealized +70.2%
IBN ICICI Bank Ltd 0.0%
Value ($000) $17 Shares 757 Est. Cost $15.27 Unrealized
PG Procter & Gamble Co. (The) 0.0%
Value ($000) $16 Shares 103 Est. Cost $117.50 Unrealized +10.5%
APD Air products and Chemicals, Inc. 0.0%
Value ($000) $15 Shares 50 Est. Cost $189.48 Unrealized +36.9%
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $15 Shares 226 Est. Cost $47.43 Unrealized +22.3%
SBUX Starbucks Corp. 0.0%
Value ($000) $14 Shares 146 Est. Cost $71.37 Unrealized +22.7%
Aberdeen Global Dynamic Dividend Fund 0.0%
Value ($000) $14 Shares 1,456 Est. Cost $9.84 Unrealized
PNC The PNC Financial Services Group Inc 0.0%
Value ($000) $14 Shares 87 Est. Cost $110.96 Unrealized +25.5%
The New Germany Fund Inc 0.0%
Value ($000) $13 Shares 1,703 Est. Cost $12.39 Unrealized
The Mexico Fund, Inc. 0.0%
Value ($000) $13 Shares 905 Est. Cost $12.98 Unrealized
Nuveen California Municipal Value Fund 0.0%
Value ($000) $13 Shares 1,560 Est. Cost $8.45 Unrealized
AZN AstraZeneca Group plc ADR 0.0%
Value ($000) $13 Shares 192 Est. Cost $57.60 Unrealized
The Taiwan Fund Inc 0.0%
Value ($000) $13 Shares 557 Est. Cost $28.19 Unrealized
Virtus Total Return Fund Inc. 0.0%
Value ($000) $13 Shares 1,921 Est. Cost $10.26 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $13 Shares 291 Est. Cost $30.82 Unrealized +20.3%
The New Ireland Fund Inc 0.0%
Value ($000) $12 Shares 1,326 Est. Cost $10.07 Unrealized
OPFI Oppfi Inc Com 0.0%
Value ($000) $12 Shares 5,898 Est. Cost $3.22 Unrealized -30.1%
GOOG Alphabet, Inc. Cl C 0.0%
Value ($000) $12 Shares 136 Est. Cost $109.35 Unrealized -13.4%
TXN Texas Instruments, Inc 0.0%
Value ($000) $12 Shares 70 Est. Cost $99.52 Unrealized +52.6%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $11 Shares 84 Est. Cost $79.93 Unrealized +47.2%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $11 Shares 68 Est. Cost $93.00 Unrealized +67.7%
PGIM Global Short Duration High Yield Fund, Inc. 0.0%
Value ($000) $11 Shares 1,032 Est. Cost $13.20 Unrealized
Nuveen Amt- Free Mun Value Fd 0.0%
Value ($000) $11 Shares 818 Est. Cost $13.61 Unrealized
MCD McDonald's Corp 0.0%
Value ($000) $11 Shares 42 Est. Cost $104.77 Unrealized +134.1%
VALE Vale SA 0.0%
Value ($000) $10 Shares 604 Est. Cost $15.97 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value ($000) $10 Shares 21 Est. Cost $323.73 Unrealized +31.8%
Western Asset Mun Hi Incm Fd 0.0%
Value ($000) $10 Shares 1,593 Est. Cost $6.38 Unrealized
Rivernorth Flexible Mun Income Fund II, Inc. 0.0%
Value ($000) $10 Shares 750 Est. Cost $13.53 Unrealized
Nuveen Select Maturities Municipal Fund 0.0%
Value ($000) $10 Shares 1,120 Est. Cost $9.06 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $10 Shares 82 Est. Cost $222.06 Unrealized -14.7%
UPS United Parcel Service Inc 0.0%
Value ($000) $10 Shares 58 Est. Cost $162.45 Unrealized -8.9%
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $10 Shares 42 Est. Cost $126.99 Unrealized +80.3%
CB Chubb Ltd 0.0%
Value ($000) $10 Shares 45 Est. Cost $114.75 Unrealized +74.2%
O Realty Income Corp. 0.0%
Value ($000) $10 Shares 156 Est. Cost $48.63 Unrealized +7.4%
SRE Sempra Energy 0.0%
Value ($000) $10 Shares 64 Est. Cost $51.35 Unrealized +35.9%
PLD ProLogis, Inc. 0.0%
Value ($000) $10 Shares 85 Est. Cost $85.56 Unrealized +17.1%
TCW Strategic Income Fund Inc 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $5.40 Unrealized
Nuveen Mun Value Fd Inc. 0.0%
Value ($000) $9 Shares 1,070 Est. Cost $8.60 Unrealized
XNXNX Nuveen NY Select Tax-Free Income Portfolio 0.0%
Value ($000) $9 Shares 790 Est. Cost $11.59 Unrealized
USB U.S. Bancorp 0.0%
Value ($000) $9 Shares 206 Est. Cost $33.04 Unrealized +11.1%
BlackRock Enhanced International Dividend Trust 0.0%
Value ($000) $9 Shares 1,784 Est. Cost $5.35 Unrealized
ETN Eaton Corp. plc (Ireland) 0.0%
Value ($000) $9 Shares 57 Est. Cost $103.85 Unrealized +41.5%
Aberdeen Total Dynamic Dividend Fund 0.0%
Value ($000) $9 Shares 1,117 Est. Cost $8.55 Unrealized
CCI Crown Castle Intl Corp. 0.0%
Value ($000) $9 Shares 64 Est. Cost $125.06 Unrealized -9.1%
HDB HDFC Bank Ltd 0.0%
Value ($000) $8 Shares 123 Est. Cost $74.42 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $8 Shares 31 Est. Cost $298.13 Unrealized -18.2%
Nuveen NY Muni Value Fund 0.0%
Value ($000) $8 Shares 980 Est. Cost $8.26 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $8 Shares 73 Est. Cost $81.94 Unrealized +19.1%
QCOM Qualcomm Inc 0.0%
Value ($000) $8 Shares 70 Est. Cost $107.82 Unrealized +1.0%
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $8 Shares 161 Est. Cost $40.12 Unrealized +3.4%
KDP Keurig Dr. Pepper Inc. 0.0%
Value ($000) $7 Shares 209 Est. Cost $33.60 Unrealized +2.0%
EFX Equifax, Inc. 0.0%
Value ($000) $7 Shares 38 Est. Cost $178.47 Unrealized +0.1%
PM Philip Morris International Inc. 0.0%
Value ($000) $7 Shares 72 Est. Cost $81.30 Unrealized 0.0%
PCTTW Purecycle Technologies Inc 0.0%
Value ($000) $7 Shares 2,457 Est. Cost $14.04 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $7 Shares 29 Est. Cost $197.29 Unrealized +4.7%
WRB Berkley W R Corp 0.0%
Value ($000) $7 Shares 96 Est. Cost $31.79 Unrealized +40.0%
Aberdeen Emerging Markets Equity Inc. 0.0%
Value ($000) $7 Shares 1,343 Est. Cost $6.65 Unrealized
NKE Nike, Inc. 0.0%
Value ($000) $7 Shares 59 Est. Cost $96.36 Unrealized -1.1%
TMC TMC The Metals Company Inc 0.0%
Value ($000) $7 Shares 8,959 Est. Cost $1.70 Unrealized -49.2%
Templeton Emerging Markets Fund 0.0%
Value ($000) $7 Shares 599 Est. Cost $13.21 Unrealized
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $7 Shares 30 Est. Cost $142.90 Unrealized +38.2%
SLB Schlumberger Ltd 0.0%
Value ($000) $7 Shares 123 Est. Cost $24.78 Unrealized +86.0%
PAYX Paychex, Inc 0.0%
Value ($000) $6 Shares 56 Est. Cost $58.96 Unrealized +80.8%
SVXY ProShares Short VIX Short-Term Futures ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $57.38 Unrealized
Morgan Stanley India Investment Fund Inc 0.0%
Value ($000) $6 Shares 316 Est. Cost $20.92 Unrealized
The India Fund Inc 0.0%
Value ($000) $6 Shares 433 Est. Cost $16.78 Unrealized
COST Costco Wholesale Corp. 0.0%
Value ($000) $6 Shares 14 Est. Cost $368.36 Unrealized +27.3%
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $6 Shares 22 Est. Cost $248.59 Unrealized +22.6%
KSA Ishares Tr 0.0%
Value ($000) $6 Shares 167 Est. Cost $37.45 Unrealized
Gabelli Global Small & Mid C 0.0%
Value ($000) $6 Shares 557 Est. Cost $13.40 Unrealized
AMZN Amazon Com Inc 0.0%
Value ($000) $6 Shares 74 Est. Cost $125.02 Unrealized -21.0%
The Korea Fund Inc 0.0%
Value ($000) $6 Shares 288 Est. Cost $25.44 Unrealized
AMT American Tower Corporation 0.0%
Value ($000) $6 Shares 28 Est. Cost $199.66 Unrealized -6.5%
CVE Cenovus Energy Inc 0.0%
Value ($000) $6 Shares 304 Est. Cost $17.96 Unrealized -1.6%
CARR Carrier Global Corporation 0.0%
Value ($000) $6 Shares 142 Est. Cost $45.70 Unrealized -14.9%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $6 Shares 62 Est. Cost $75.08 Unrealized +10.2%
GLW Corning Inc. 0.0%
Value ($000) $6 Shares 181 Est. Cost $33.63 Unrealized -11.6%
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $6 Shares 8 Est. Cost $556.90 Unrealized +31.8%
POOL Pool Corp 0.0%
Value ($000) $6 Shares 19 Est. Cost $348.73 Unrealized -13.0%
NDSN Nordson Corp 0.0%
Value ($000) $6 Shares 24 Est. Cost $197.09 Unrealized +11.3%
XJEQX Aberdeen Japan Equity Fund Inc 0.0%
Value ($000) $6 Shares 1,071 Est. Cost $6.32 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $6 Shares 58 Est. Cost $122.87 Unrealized -24.1%
Cooper Cos Inc. 0.0%
Value ($000) $6 Shares 17 Est. Cost $357.05 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $6 Shares 109 Est. Cost $42.00 Unrealized -4.3%
ZTS Zoetis Inc. 0.0%
Value ($000) $5 Shares 37 Est. Cost $104.89 Unrealized +36.5%
The European Equity Fund Inc 0.0%
Value ($000) $5 Shares 718 Est. Cost $9.27 Unrealized
BSY Bentley Sys Inc. 0.0%
Value ($000) $5 Shares 145 Est. Cost $41.43 Unrealized -13.9%
WMB Williams Cos Inc. 0.0%
Value ($000) $5 Shares 162 Est. Cost $27.95 Unrealized +1.0%
BTI British American Tobacco PLC 0.0%
Value ($000) $5 Shares 133 Est. Cost $35.59 Unrealized
Canadian Pac Ry Ltd 0.0%
Value ($000) $5 Shares 71 Est. Cost $73.34 Unrealized
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $5 Shares 60 Est. Cost $199.22 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $5 Shares 305 Est. Cost $21.95 Unrealized
MA MasterCard, Inc. 0.0%
Value ($000) $5 Shares 15 Est. Cost $320.45 Unrealized +0.9%
LPLA LPL Finl Hldgs Inc 0.0%
Value ($000) $5 Shares 24 Est. Cost $135.35 Unrealized +72.7%
ON ON Semiconductor Corporation 0.0%
Value ($000) $5 Shares 82 Est. Cost $64.40 Unrealized +3.6%
COP ConocoPhillips 0.0%
Value ($000) $5 Shares 43 Est. Cost $86.59 Unrealized +26.3%
CME CME Group Inc. 0.0%
Value ($000) $5 Shares 30 Est. Cost $169.20 Unrealized -10.8%
CRL Charles Riv Labs Intl Inc 0.0%
Value ($000) $5 Shares 23 Est. Cost $284.62 Unrealized -23.3%
ALNY Alnylam Pharmaceuticals, Inc. 0.0%
Value ($000) $5 Shares 21 Est. Cost $198.26 Unrealized +7.6%
Totalenergies SE 0.0%
Value ($000) $5 Shares 80 Est. Cost $41.85 Unrealized
Linde plc 0.0%
Value ($000) $5 Shares 15 Est. Cost $222.22 Unrealized
GMED Globus Med Inc 0.0%
Value ($000) $5 Shares 64 Est. Cost $66.47 Unrealized +2.4%
V Visa Inc 0.0%
Value ($000) $5 Shares 22 Est. Cost $150.71 Unrealized +30.7%
CPRT Copart Inc. 0.0%
Value ($000) $5 Shares 75 Est. Cost $29.93 Unrealized +0.0%
EXPO Exponent Inc 0.0%
Value ($000) $5 Shares 46 Est. Cost $92.52 Unrealized +0.8%
Japan Smaller Capitalization Fund Inc 0.0%
Value ($000) $5 Shares 703 Est. Cost $7.70 Unrealized
Morgan Stanley China A Sh Fd 0.0%
Value ($000) $5 Shares 317 Est. Cost $20.36 Unrealized
PODD Insulet Corp. 0.0%
Value ($000) $4 Shares 15 Est. Cost $212.68 Unrealized +29.7%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $4 Shares 68 Est. Cost $53.17 Unrealized +15.6%
Bunge Limited 0.0%
Value ($000) $4 Shares 44 Est. Cost $86.21 Unrealized
XAWPX Aberdeen Global Premier Properties Fund 0.0%
Value ($000) $4 Shares 1,120 Est. Cost $5.76 Unrealized
ES Eversource Energy 0.0%
Value ($000) $4 Shares 52 Est. Cost $68.92 Unrealized +0.1%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $4 Shares 17 Est. Cost $445.45 Unrealized -42.0%
SITE Siteone Landsscape Supply Inc 0.0%
Value ($000) $4 Shares 37 Est. Cost $171.64 Unrealized -32.1%
IBKR Interactive Brokers Group In 0.0%
Value ($000) $4 Shares 60 Est. Cost $17.68 Unrealized +3.8%
TER Teradyne Inc 0.0%
Value ($000) $4 Shares 49 Est. Cost $121.07 Unrealized -30.2%
AES AES Corp 0.0%
Value ($000) $4 Shares 148 Est. Cost $20.61 Unrealized +14.4%
Chargepoint Holdings Inc. 0.0%
Value ($000) $4 Shares 445 Est. Cost $20.79 Unrealized
JD JD.Com Inc 0.0%
Value ($000) $4 Shares 75 Est. Cost $76.44 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $4 Shares 15 Est. Cost $269.13 Unrealized -1.0%
Ansys Inc 0.0%
Value ($000) $4 Shares 17 Est. Cost $289.66 Unrealized
FIS Fidelity Natl Information Sv 0.0%
Value ($000) $4 Shares 60 Est. Cost $89.00 Unrealized -26.5%
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $4 Shares 73 Est. Cost $58.72 Unrealized -13.4%
PSX Phillips 66 0.0%
Value ($000) $4 Shares 38 Est. Cost $56.22 Unrealized +62.5%
BP BP p.l.c. 0.0%
Value ($000) $4 Shares 109 Est. Cost $27.52 Unrealized
DLB Dolby Laboratories Inc 0.0%
Value ($000) $4 Shares 53 Est. Cost $69.92 Unrealized -6.7%
DHR Danaher Corp. 0.0%
Value ($000) $4 Shares 14 Est. Cost $228.13 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $4 Shares 36 Est. Cost $138.89 Unrealized
SHG Shinhan Financial Group Co L 0.0%
Value ($000) $4 Shares 132 Est. Cost $33.75 Unrealized
IDXX IDEXX Labs Inc. 0.0%
Value ($000) $4 Shares 9 Est. Cost $443.84 Unrealized -12.5%
CHT Chungwa Telecom Co Ltd 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.80 Unrealized
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $4 Shares 9 Est. Cost $423.51 Unrealized -8.0%
BX Blackstone Inc. 0.0%
Value ($000) $4 Shares 48 Est. Cost $78.64 Unrealized 0.0%
TCOM Trip.com Group Ltd ADR 0.0%
Value ($000) $4 Shares 103 Est. Cost $29.73 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $3 Shares 33 Est. Cost $110.57 Unrealized -9.5%
LII Lennox Intl Inc 0.0%
Value ($000) $3 Shares 14 Est. Cost $271.09 Unrealized -12.8%
SHW Sherwin-Williams Co. (The) 0.0%
Value ($000) $3 Shares 14 Est. Cost $230.44 Unrealized -2.5%
ONC BeiGene, Ltd. 0.0%
Value ($000) $3 Shares 15 Est. Cost $246.03 Unrealized
GDDY GoDaddy, Inc. 0.0%
Value ($000) $3 Shares 44 Est. Cost $75.01 Unrealized -0.0%
WSO Watsco Inc. 0.0%
Value ($000) $3 Shares 13 Est. Cost $285.22 Unrealized -7.8%
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $3 Shares 18 Est. Cost $148.95 Unrealized +19.0%
NOW ServiceNow, Inc. 0.0%
Value ($000) $3 Shares 8 Est. Cost $74.46 Unrealized +5.0%
SKM SK Telecom Ltd 0.0%
Value ($000) $3 Shares 150 Est. Cost $26.53 Unrealized
CHE Chemed Corp New 0.0%
Value ($000) $3 Shares 6 Est. Cost $480.78 Unrealized +0.1%
FICO Fair Isaac Corp 0.0%
Value ($000) $3 Shares 5 Est. Cost $459.71 Unrealized +14.5%
MU Micron Technology Inc 0.0%
Value ($000) $3 Shares 59 Est. Cost $69.63 Unrealized -22.7%
Aspen Technology Inc. 0.0%
Value ($000) $3 Shares 14 Est. Cost $214.29 Unrealized
THO Thor Inds Inc 0.0%
Value ($000) $3 Shares 38 Est. Cost $107.49 Unrealized -30.2%
AAPL Apple Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $110.62 Unrealized +27.2%
ROL Rollins Inc 0.0%
Value ($000) $3 Shares 78 Est. Cost $33.79 Unrealized +10.4%
Seattle Genetics, In 0.0%
Value ($000) $3 Shares 22 Est. Cost $161.16 Unrealized
GS Goldman Sachs Group, Inc. (The) 0.0%
Value ($000) $3 Shares 8 Est. Cost $183.58 Unrealized +75.1%
BUD Anheuser-Busch Inbev SA/NV ADR 0.0%
Value ($000) $3 Shares 45 Est. Cost $57.78 Unrealized
KMI Kinder Morgan Inc. 0.0%
Value ($000) $3 Shares 148 Est. Cost $15.18 Unrealized 0.0%
BAP Credicorp Ltd 0.0%
Value ($000) $3 Shares 19 Est. Cost $113.47 Unrealized +15.1%
NTES Netease Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $112.57 Unrealized
TRMB Trimble, Inc. 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.90 Unrealized +21.3%
BFAM Bright Horizons Fam Sol In D 0.0%
Value ($000) $2 Shares 38 Est. Cost $128.07 Unrealized -48.9%
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $2 Shares 48 Est. Cost $160.77 Unrealized -73.0%
RTX Raytheon Technologies Corp. 0.0%
Value ($000) $2 Shares 23 Est. Cost $87.65 Unrealized 0.0%
TRP Tc Energy Corp 0.0%
Value ($000) $2 Shares 56 Est. Cost $46.14 Unrealized -20.2%
ASX Ase Technology Hldg Co. Ltd. 0.0%
Value ($000) $2 Shares 352 Est. Cost $7.25 Unrealized
RYAAY Ryanair Holdings plc ADR 0.0%
Value ($000) $2 Shares 29 Est. Cost $103.36 Unrealized
Matterport Inc 0.0%
Value ($000) $2 Shares 731 Est. Cost $14.58 Unrealized
PBR Petroleo Brasileiro S.A. PETROBRAS 0.0%
Value ($000) $2 Shares 192 Est. Cost $13.94 Unrealized
WBXWF Wallbox NV 0.0%
Value ($000) $2 Shares 4,552 Est. Cost $4.91 Unrealized
HTHT H World Group Ltd 0.0%
Value ($000) $2 Shares 45 Est. Cost $42.42 Unrealized
HLT Hilton, Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $97.38 Unrealized +34.0%
FN Fabrinet 0.0%
Value ($000) $2 Shares 14 Est. Cost $86.61 Unrealized +37.7%
MMYT MakeMyTrip Limited Mauritius 0.0%
Value ($000) $2 Shares 65 Est. Cost $31.08 Unrealized -7.1%
Forge Global Holdings Inc. 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
NVCR Novocure Ltd 0.0%
Value ($000) $2 Shares 22 Est. Cost $100.38 Unrealized -25.0%
INFY Infosys Ltd 0.0%
Value ($000) $2 Shares 89 Est. Cost $19.67 Unrealized
JKS JinkoSolar Holdings Co., Ltd 0.0%
Value ($000) $2 Shares 39 Est. Cost $40.87 Unrealized
BIDU Baidu Inc. 0.0%
Value ($000) $1 Shares 13 Est. Cost $162.64 Unrealized
SUZ Suzano Papel e Celulose S.A. 0.0%
Value ($000) $1 Shares 160 Est. Cost $12.50 Unrealized
Wolfspeed, Inc. 0.0%
Value ($000) $1 Shares 21 Est. Cost $95.24 Unrealized
ITUB Itau Unibanco Holding S.A. 0.0%
Value ($000) $1 Shares 301 Est. Cost $4.71 Unrealized
PAGS Pagseguro Digital Ltd 0.0%
Value ($000) $1 Shares 154 Est. Cost $25.20 Unrealized -53.4%
ALB Albemarle Corporation 0.0%
Value ($000) $1 Shares 6 Est. Cost $254.58 Unrealized 0.0%
PDD Pinduoduo Inc. 0.0%
Value ($000) $1 Shares 15 Est. Cost $81.53 Unrealized
LCII LCI Inds 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.03 Unrealized -18.4%