Cornerstone Advisors, LLC Diversified Active

CIK: 0001775446 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $2,155,588 (100.0% shares, 0.0% debt)

Holdings (173)

AAPL APPLE INC 7.8%
Value ($000) $168,033 Shares 1,019,000 Est. Cost $146.63 Unrealized -0.8%
MSFT MICROSOFT CORP 6.8%
Value ($000) $146,456 Shares 508,000 Est. Cost $203.54 Unrealized +22.6%
GOOG ALPHABET INC 4.5%
Value ($000) $96,512 Shares 928,000 Est. Cost $109.73 Unrealized -12.7%
AMZN AMAZON COM INC 3.9%
Value ($000) $83,562 Shares 809,000 Est. Cost $124.82 Unrealized -22.6%
NVDA NVIDIA CORPORATION 3.0%
Value ($000) $64,054 Shares 230,600 Est. Cost $18.54 Unrealized +16.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $63,915 Shares 207,000 Est. Cost $273.15 Unrealized +12.8%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $52,977 Shares 112,100 Est. Cost $394.61 Unrealized +15.9%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $41,308 Shares 317,000 Est. Cost $118.44 Unrealized +8.2%
TSLA TESLA INC 1.9%
Value ($000) $40,870 Shares 197,000 Est. Cost $267.72 Unrealized -34.8%
V VISA INC 1.7%
Value ($000) $35,623 Shares 158,000 Est. Cost $202.54 Unrealized +7.6%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $34,214 Shares 312,000 Est. Cost $87.26 Unrealized +14.8%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $32,343 Shares 89,000 Est. Cost $327.58 Unrealized +9.1%
KO COCA COLA CO 1.4%
Value ($000) $30,742 Shares 495,600 Est. Cost $50.41 Unrealized +9.9%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $30,160 Shares 60,700 Est. Cost $346.05 Unrealized +36.2%
BLACKROCK INNOVATION AND GRW 1.3%
Value ($000) $28,911 Shares 3,600,356 Est. Cost $7.43 Unrealized
MRK MERCK & CO INC 1.3%
Value ($000) $27,661 Shares 260,000 Est. Cost $77.78 Unrealized +26.9%
IVV ISHARES TR 1.2%
Value ($000) $25,487 Shares 62,000 Est. Cost $394.83 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $25,353 Shares 79,000 Est. Cost $303.18 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $24,884 Shares 136,500 Est. Cost $159.31 Unrealized -0.4%
WMT WALMART INC 1.1%
Value ($000) $24,388 Shares 165,400 Est. Cost $45.72 Unrealized +0.2%
LIN LINDE PLC 1.1%
Value ($000) $23,459 Shares 66,000 Est. Cost $322.30 Unrealized 0.0%
BAC BANK AMERICA CORP 1.1%
Value ($000) $23,166 Shares 810,000 Est. Cost $34.41 Unrealized -11.2%
CRM SALESFORCE INC 1.1%
Value ($000) $22,975 Shares 115,000 Est. Cost $195.72 Unrealized -14.7%
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $22,006 Shares 317,500 Est. Cost $57.74 Unrealized +6.5%
META META PLATFORMS INC 1.0%
Value ($000) $21,830 Shares 103,000 Est. Cost $277.43 Unrealized -39.0%
DHR DANAHER CORPORATION 1.0%
Value ($000) $21,096 Shares 83,700 Est. Cost $230.89 Unrealized -2.9%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $20,149 Shares 531,500 Est. Cost $42.66 Unrealized -18.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $20,039 Shares 52,000 Est. Cost $501.09 Unrealized -29.1%
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $19,956 Shares 205,200 Est. Cost $78.91 Unrealized +10.2%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $19,446 Shares 47,500 Est. Cost $397.57 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $17,997 Shares 90,000 Est. Cost $179.84 Unrealized +6.9%
HON HONEYWELL INTL INC 0.8%
Value ($000) $17,487 Shares 91,500 Est. Cost $162.75 Unrealized +8.5%
XLE SELECT SECTOR SPDR TR 0.8%
Value ($000) $17,394 Shares 210,000 Est. Cost $50.33 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $17,366 Shares 115,000 Est. Cost $143.37 Unrealized
UNP UNION PAC CORP 0.8%
Value ($000) $17,308 Shares 86,000 Est. Cost $179.09 Unrealized +5.8%
ADAMS DIVERSIFIED EQUITY FD 0.8%
Value ($000) $17,231 Shares 1,108,094 Est. Cost $17.12 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $16,824 Shares 171,800 Est. Cost $86.11 Unrealized +7.2%
NFLX NETFLIX INC 0.7%
Value ($000) $15,892 Shares 46,000 Est. Cost $35.91 Unrealized -7.8%
BA BOEING CO 0.7%
Value ($000) $15,720 Shares 74,000 Est. Cost $210.71 Unrealized -1.4%
LLY LILLY ELI & CO 0.7%
Value ($000) $15,591 Shares 45,400 Est. Cost $286.20 Unrealized +15.3%
TMUS T-MOBILE US INC 0.7%
Value ($000) $15,165 Shares 104,700 Est. Cost $129.72 Unrealized +7.9%
MS MORGAN STANLEY 0.7%
Value ($000) $14,935 Shares 170,100 Est. Cost $73.52 Unrealized +15.4%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $14,655 Shares 31,000 Est. Cost $348.62 Unrealized +24.3%
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $14,254 Shares 31,000 Est. Cost $366.73 Unrealized +24.1%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $13,690 Shares 165,000 Est. Cost $59.92 Unrealized +24.6%
BLACKROCK HEALTH SCIENCS TR 0.6%
Value ($000) $13,637 Shares 816,082 Est. Cost $16.69 Unrealized
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $13,262 Shares 5,000 Est. Cost $2237.31 Unrealized +7.0%
NEUBERGER BERMAN NEXT GENERA 0.6%
Value ($000) $12,594 Shares 1,209,783 Est. Cost $9.29 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $12,538 Shares 160,000 Est. Cost $57.81 Unrealized +30.9%
ORLY OREILLY AUTOMOTIVE INC 0.6%
Value ($000) $12,310 Shares 14,500 Est. Cost $54.79 Unrealized 0.0%
GENERAL AMERN INVS CO INC 0.6%
Value ($000) $12,263 Shares 315,161 Est. Cost $37.16 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $11,515 Shares 115,000 Est. Cost $180.17 Unrealized -45.3%
DE DEERE & CO 0.5%
Value ($000) $11,148 Shares 27,000 Est. Cost $397.09 Unrealized 0.0%
ADAM NAT RES FD INC 0.5%
Value ($000) $11,007 Shares 535,377 Est. Cost $18.83 Unrealized
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $10,738 Shares 205,000 Est. Cost $61.92 Unrealized +13.4%
CI THE CIGNA GROUP 0.5%
Value ($000) $10,732 Shares 42,000 Est. Cost $203.16 Unrealized +35.9%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $10,586 Shares 74,000 Est. Cost $80.42 Unrealized +56.7%
INTU INTUIT 0.4%
Value ($000) $9,362 Shares 21,000 Est. Cost $402.12 Unrealized +0.3%
CAT CATERPILLAR INC 0.4%
Value ($000) $9,154 Shares 40,000 Est. Cost $230.59 Unrealized 0.0%
LAM RESEARCH CORP 0.4%
Value ($000) $9,012 Shares 17,000 Est. Cost $489.86 Unrealized
CSX CSX CORP 0.4%
Value ($000) $8,862 Shares 296,000 Est. Cost $30.06 Unrealized -2.0%
AON AON PLC 0.4%
Value ($000) $8,828 Shares 28,000 Est. Cost $220.43 Unrealized +37.5%
SYK STRYKER CORPORATION 0.4%
Value ($000) $8,564 Shares 30,000 Est. Cost $257.74 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.4%
Value ($000) $8,217 Shares 10,000 Est. Cost $646.43 Unrealized +16.0%
NUVEEN REAL ASSET INCOME & G 0.4%
Value ($000) $8,117 Shares 691,357 Est. Cost $12.83 Unrealized
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $8,034 Shares 33,000 Est. Cost $217.67 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $7,916 Shares 193,500 Est. Cost $30.05 Unrealized +33.1%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $7,594 Shares 100,000 Est. Cost $169.73 Unrealized -54.7%
FISV FISERV INC 0.3%
Value ($000) $7,460 Shares 66,000 Est. Cost $106.36 Unrealized +3.4%
COP CONOCOPHILLIPS 0.3%
Value ($000) $7,312 Shares 73,700 Est. Cost $89.33 Unrealized +11.4%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $7,247 Shares 59,000 Est. Cost $81.37 Unrealized +37.5%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $7,104 Shares 142,000 Est. Cost $39.98 Unrealized +17.9%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $7,075 Shares 31,000 Est. Cost $161.98 Unrealized +34.4%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $6,856 Shares 26,000 Est. Cost $178.24 Unrealized +39.1%
SO SOUTHERN CO 0.3%
Value ($000) $6,819 Shares 98,000 Est. Cost $66.52 Unrealized -8.8%
HUM HUMANA INC 0.3%
Value ($000) $6,796 Shares 14,000 Est. Cost $430.87 Unrealized +11.0%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $6,784 Shares 32,000 Est. Cost $223.10 Unrealized -2.9%
MCK MCKESSON CORP 0.3%
Value ($000) $6,765 Shares 19,000 Est. Cost $218.98 Unrealized +62.6%
EQIX EQUINIX INC 0.3%
Value ($000) $6,489 Shares 9,000 Est. Cost $678.92 Unrealized -2.4%
MCO MOODYS CORP 0.3%
Value ($000) $6,426 Shares 21,000 Est. Cost $306.55 Unrealized -3.8%
SRE SEMPRA 0.3%
Value ($000) $6,349 Shares 42,000 Est. Cost $71.49 Unrealized -2.4%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $6,301 Shares 20,000 Est. Cost $236.77 Unrealized +26.7%
CTVA CORTEVA INC 0.3%
Value ($000) $6,230 Shares 103,300 Est. Cost $48.96 Unrealized +20.7%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $6,170 Shares 14,000 Est. Cost $405.66 Unrealized +4.6%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $5,874 Shares 36,000 Est. Cost $134.26 Unrealized +9.0%
ROST ROSS STORES INC 0.3%
Value ($000) $5,837 Shares 55,000 Est. Cost $108.78 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $5,637 Shares 3,300 Est. Cost $29.88 Unrealized +5.2%
GM GENERAL MTRS CO 0.3%
Value ($000) $5,612 Shares 153,000 Est. Cost $50.68 Unrealized -27.6%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $5,472 Shares 26,000 Est. Cost $209.65 Unrealized +1.2%
PSA PUBLIC STORAGE 0.3%
Value ($000) $5,439 Shares 18,000 Est. Cost $241.93 Unrealized +7.7%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $5,432 Shares 28,000 Est. Cost $118.88 Unrealized +33.0%
PIONEER NAT RES CO 0.3%
Value ($000) $5,412 Shares 26,500 Est. Cost $223.09 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $5,374 Shares 128,300 Est. Cost $31.99 Unrealized +16.9%
DXCM DEXCOM INC 0.2%
Value ($000) $5,344 Shares 46,000 Est. Cost $111.94 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $5,163 Shares 82,700 Est. Cost $63.27 Unrealized -6.5%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $5,159 Shares 7,000 Est. Cost $516.06 Unrealized +18.3%
BIIB BIOGEN INC 0.2%
Value ($000) $5,005 Shares 18,000 Est. Cost $284.04 Unrealized -2.6%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $4,974 Shares 26,000 Est. Cost $184.71 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $4,969 Shares 92,000 Est. Cost $48.69 Unrealized +5.3%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $4,941 Shares 54,300 Est. Cost $85.08 Unrealized -3.6%
AZO AUTOZONE INC 0.2%
Value ($000) $4,916 Shares 2,000 Est. Cost $2438.91 Unrealized 0.0%
HSY HERSHEY CO 0.2%
Value ($000) $4,834 Shares 19,000 Est. Cost $209.01 Unrealized +3.9%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $4,809 Shares 67,000 Est. Cost $26.74 Unrealized +7.2%
ADSK AUTODESK INC 0.2%
Value ($000) $4,580 Shares 22,000 Est. Cost $261.08 Unrealized -21.1%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $4,574 Shares 23,000 Est. Cost $214.10 Unrealized -0.2%
GABELLI DIVID & INCOME TR 0.2%
Value ($000) $4,574 Shares 220,000 Est. Cost $20.71 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $4,555 Shares 7,100 Est. Cost $48.08 Unrealized +19.8%
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $4,508 Shares 32,000 Est. Cost $125.42 Unrealized +11.3%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $4,482 Shares 13,000 Est. Cost $313.42 Unrealized +9.7%
EMR EMERSON ELEC CO 0.2%
Value ($000) $4,357 Shares 50,000 Est. Cost $82.60 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $4,265 Shares 7,400 Est. Cost $380.77 Unrealized +46.7%
CLEARBRIDGE MLP AND MIDSTRM 0.2%
Value ($000) $4,249 Shares 147,036 Est. Cost $25.34 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $4,239 Shares 26,600 Est. Cost $129.07 Unrealized +7.0%
KAYNE ANDERSON NEXTGEN ENRGY 0.2%
Value ($000) $4,236 Shares 551,522 Est. Cost $7.34 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $4,115 Shares 235,000 Est. Cost $15.12 Unrealized +0.8%
ABRDN GLOBAL INFRA INCOME FU 0.2%
Value ($000) $3,957 Shares 220,313 Est. Cost $17.96 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $3,955 Shares 27,000 Est. Cost $138.27 Unrealized +0.5%
MSCI MSCI INC 0.2%
Value ($000) $3,918 Shares 7,000 Est. Cost $511.54 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $3,832 Shares 15,000 Est. Cost $246.36 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $3,736 Shares 24,100 Est. Cost $142.56 Unrealized +3.7%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $3,644 Shares 72,000 Est. Cost $53.99 Unrealized -6.3%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $3,521 Shares 12,000 Est. Cost $270.53 Unrealized 0.0%
TEKLA LIFE SCIENCES INVS 0.2%
Value ($000) $3,513 Shares 252,190 Est. Cost $13.85 Unrealized
GOLDMAN SACHS MLP ENERGY REN 0.2%
Value ($000) $3,428 Shares 261,707 Est. Cost $11.14 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.2%
Value ($000) $3,394 Shares 13,000 Est. Cost $275.18 Unrealized -5.1%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $3,193 Shares 19,000 Est. Cost $190.92 Unrealized -19.6%
PCAR PACCAR INC 0.1%
Value ($000) $3,184 Shares 43,500 Est. Cost $64.13 Unrealized 0.0%
LMP CAP & INCOME FD INC 0.1%
Value ($000) $3,119 Shares 255,443 Est. Cost $11.15 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $3,095 Shares 14,000 Est. Cost $254.58 Unrealized -7.4%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $3,060 Shares 2,000 Est. Cost $1501.94 Unrealized 0.0%
CALAMOS LNG SHR EQT DYNAMIC 0.1%
Value ($000) $3,022 Shares 195,704 Est. Cost $15.18 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $2,913 Shares 17,000 Est. Cost $160.16 Unrealized 0.0%
CBRE CBRE GROUP INC 0.1%
Value ($000) $2,912 Shares 40,000 Est. Cost $94.66 Unrealized -13.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $2,888 Shares 17,700 Est. Cost $142.70 Unrealized +4.0%
MORGAN STANLEY INDIA INVT FD 0.1%
Value ($000) $2,715 Shares 139,527 Est. Cost $19.29 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $2,617 Shares 8,000 Est. Cost $285.08 Unrealized +13.5%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $2,584 Shares 18,000 Est. Cost $148.81 Unrealized -2.5%
EBAY EBAY INC. 0.1%
Value ($000) $2,573 Shares 58,000 Est. Cost $51.52 Unrealized -15.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $2,367 Shares 12,000 Est. Cost $155.29 Unrealized +9.8%
ORCL ORACLE CORP 0.1%
Value ($000) $2,323 Shares 25,000 Est. Cost $51.32 Unrealized +65.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $2,248 Shares 43,000 Est. Cost $40.62 Unrealized +10.4%
HD HOME DEPOT INC 0.1%
Value ($000) $2,243 Shares 7,600 Est. Cost $270.67 Unrealized +5.2%
GABELLI HLTHCARE & WELLNESS 0.1%
Value ($000) $2,210 Shares 218,988 Est. Cost $10.62 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $2,101 Shares 26,766 Est. Cost $47.25 Unrealized +67.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $2,092 Shares 30,000 Est. Cost $58.01 Unrealized +5.4%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $2,085 Shares 22,000 Est. Cost $90.74 Unrealized -7.9%
VIRTUS DIVIDEND INTEREST & P 0.1%
Value ($000) $2,063 Shares 175,431 Est. Cost $11.44 Unrealized
TEKLA HEALTHCARE INVS 0.1%
Value ($000) $2,053 Shares 116,300 Est. Cost $17.93 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,861 Shares 13,800 Est. Cost $86.26 Unrealized +36.3%
NKE NIKE INC 0.1%
Value ($000) $1,852 Shares 15,100 Est. Cost $124.34 Unrealized -6.2%
JAPAN SMALLER CAPITALIZATION 0.1%
Value ($000) $1,834 Shares 265,421 Est. Cost $8.74 Unrealized
GDL FD 0.1%
Value ($000) $1,693 Shares 215,740 Est. Cost $8.89 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $1,686 Shares 25,000 Est. Cost $64.86 Unrealized -6.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,660 Shares 10,000 Est. Cost $155.85 Unrealized +3.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,657 Shares 21,500 Est. Cost $74.53 Unrealized -5.2%
PFE PFIZER INC 0.1%
Value ($000) $1,624 Shares 39,800 Est. Cost $41.70 Unrealized -12.4%
CMI CUMMINS INC 0.1%
Value ($000) $1,433 Shares 6,000 Est. Cost $227.95 Unrealized 0.0%
NXG NEXTGEN INFRASTR INCM FD 0.1%
Value ($000) $1,378 Shares 37,567 Est. Cost $42.82 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,350 Shares 27,500 Est. Cost $49.39 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1,339 Shares 14,000 Est. Cost $84.00 Unrealized +0.9%
FIRST TR ENERGY INCOME & GRO 0.1%
Value ($000) $1,284 Shares 98,919 Est. Cost $12.98 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,227 Shares 27,000 Est. Cost $44.25 Unrealized +1.1%
PLD PROLOGIS INC. 0.1%
Value ($000) $1,185 Shares 9,500 Est. Cost $111.93 Unrealized 0.0%
TEKLA HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $1,177 Shares 62,761 Est. Cost $18.76 Unrealized
CNC CENTENE CORP DEL 0.1%
Value ($000) $1,138 Shares 18,000 Est. Cost $64.49 Unrealized +10.1%
GAMCO NAT RES GOLD & INCOME 0.0%
Value ($000) $816 Shares 157,218 Est. Cost $4.90 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $810 Shares 5,800 Est. Cost $105.92 Unrealized +16.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $587 Shares 2,100 Est. Cost $236.27 Unrealized +6.0%
EOG EOG RES INC 0.0%
Value ($000) $332 Shares 2,900 Est. Cost $105.75 Unrealized +3.4%
GABELLI GLOBAL SMALL & MID C 0.0%
Value ($000) $332 Shares 28,540 Est. Cost $11.42 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $230 Shares 800 Est. Cost $202.00 Unrealized +33.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $212 Shares 2,200 Est. Cost $94.02 Unrealized -6.2%
NEW GERMANY FD INC 0.0%
Value ($000) $137 Shares 15,041 Est. Cost $9.09 Unrealized