Thomas J. Herzfeld Advisors, Inc. Diversified Active

CIK: 0001509510 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $258,897 (100.0% shares, 0.0% debt)

Holdings (336)

FS Credit Opportunities Corp 10.2%
Value ($000) $26,353 Shares 4,862,124 Est. Cost $4.82 Unrealized
Highland Floating Rate Opportunities Fund 8.9%
Value ($000) $23,088 Shares 2,871,671 Est. Cost $10.66 Unrealized
PIMCO Enrgy Tactical Cr Opp 7.9%
Value ($000) $20,512 Shares 1,034,397 Est. Cost $13.81 Unrealized
Saba Capital Income & Opportunities Fund 4.2%
Value ($000) $10,954 Shares 1,426,293 Est. Cost $7.93 Unrealized
NXDT Nexpoint Diversified Rel Et 4.0%
Value ($000) $10,272 Shares 1,179,352 Est. Cost $15.15 Unrealized
Nuveen Pfd Securities Income Fund 2.9%
Value ($000) $7,553 Shares 1,224,154 Est. Cost $6.37 Unrealized
CCIF Carlyle Credit Income Fund 2.5%
Value ($000) $6,409 Shares 783,479 Est. Cost $8.90 Unrealized
OCCI OFS Credit Company Inc 2.4%
Value ($000) $6,248 Shares 881,224 Est. Cost $7.78 Unrealized
TLT iShares Tr 2.3%
Value ($000) $5,987 Shares 67,500 Est. Cost $88.69 Unrealized
SRH Total Return Fund Inc 2.2%
Value ($000) $5,719 Shares 440,608 Est. Cost $10.13 Unrealized
Nuveen Floating Rate Income 1.9%
Value ($000) $4,938 Shares 601,434 Est. Cost $8.21 Unrealized
Franklin Limited Duration Income Trust 1.9%
Value ($000) $4,925 Shares 808,627 Est. Cost $6.17 Unrealized
Destra Multi-Alternative Fd 1.9%
Value ($000) $4,820 Shares 806,098 Est. Cost $5.54 Unrealized
XNDPX Tortoise Energy Independence 1.6%
Value ($000) $4,186 Shares 132,171 Est. Cost $21.75 Unrealized
Clearbridge MLP And Midstrm 1.5%
Value ($000) $3,877 Shares 110,044 Est. Cost $30.05 Unrealized
Western Asset Mortgage Opp Fund Inc. 1.5%
Value ($000) $3,816 Shares 356,340 Est. Cost $12.10 Unrealized
Thornburg Incm Builder Opp Tr 1.4%
Value ($000) $3,700 Shares 253,431 Est. Cost $17.09 Unrealized
ProShares TR 1.3%
Value ($000) $3,343 Shares 238,750 Est. Cost $14.00 Unrealized
Central Securities Corp 1.3%
Value ($000) $3,318 Shares 93,586 Est. Cost $26.11 Unrealized
BIL SPDR Ser Tr 1.3%
Value ($000) $3,276 Shares 35,675 Est. Cost $91.72 Unrealized
General American Investors Co Inc 1.3%
Value ($000) $3,248 Shares 78,942 Est. Cost $37.34 Unrealized
USFR Wisdomtree Tr 1.2%
Value ($000) $3,094 Shares 61,493 Est. Cost $50.31 Unrealized
Nuveen Mortgage and Income Fund 1.2%
Value ($000) $3,029 Shares 190,719 Est. Cost $18.03 Unrealized
Aberdeen Std Global Infrastructure 1.1%
Value ($000) $2,830 Shares 175,754 Est. Cost $18.13 Unrealized
Tortoise Pwr & Energy Infras 1.1%
Value ($000) $2,785 Shares 208,471 Est. Cost $12.81 Unrealized
Adams Natural Resources Fund Inc 1.0%
Value ($000) $2,701 Shares 116,804 Est. Cost $20.87 Unrealized
Clearbridge MLP and Midstrm 1.0%
Value ($000) $2,569 Shares 80,118 Est. Cost $28.02 Unrealized
TFLO iShares Tr 1.0%
Value ($000) $2,500 Shares 49,276 Est. Cost $50.72 Unrealized
Nuveen Dow 30 Dynamic Overwrite Fund 0.9%
Value ($000) $2,421 Shares 176,694 Est. Cost $14.11 Unrealized
NFE New Fortress Energy Inc 0.9%
Value ($000) $2,413 Shares 73,602 Est. Cost $40.41 Unrealized -27.3%
SSSS Suro Capital Corp 0.9%
Value ($000) $2,376 Shares 656,240 Est. Cost $3.71 Unrealized -0.0%
Cohen & Steers Limited Duration Preferred and Income Fund, Inc. 0.9%
Value ($000) $2,358 Shares 138,156 Est. Cost $18.40 Unrealized
RCL Royal Caribbean Group 0.9%
Value ($000) $2,297 Shares 24,926 Est. Cost $59.99 Unrealized +64.1%
The Gabelli Dividend & Income Trust 0.9%
Value ($000) $2,294 Shares 118,019 Est. Cost $20.61 Unrealized
Nuveen Credit Strategies Income Fund 0.9%
Value ($000) $2,232 Shares 441,045 Est. Cost $5.05 Unrealized
FBP First BanCorp/Puerto Rico 0.8%
Value ($000) $2,162 Shares 160,604 Est. Cost $6.49 Unrealized +98.6%
Neuberger Brman Next Genera 0.8%
Value ($000) $2,119 Shares 203,386 Est. Cost $10.91 Unrealized
BlackRock ESG Cap Allc Tr 0.7%
Value ($000) $1,925 Shares 130,176 Est. Cost $17.36 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 0.7%
Value ($000) $1,921 Shares 116,578 Est. Cost $19.07 Unrealized -3.3%
BlackRock Cap Allocation Tr 0.7%
Value ($000) $1,909 Shares 131,719 Est. Cost $17.86 Unrealized
BPOP Popular Inc 0.7%
Value ($000) $1,872 Shares 29,702 Est. Cost $43.27 Unrealized +42.6%
XHNWX Pioneer Diversified High Income Trust 0.7%
Value ($000) $1,868 Shares 182,808 Est. Cost $10.21 Unrealized
MTZ MasTec Inc 0.7%
Value ($000) $1,696 Shares 23,568 Est. Cost $56.09 Unrealized +77.7%
Blackstone Strategic Cred 20 0.6%
Value ($000) $1,653 Shares 150,365 Est. Cost $10.65 Unrealized
XDCFX BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. 0.6%
Value ($000) $1,649 Shares 212,500 Est. Cost $7.69 Unrealized
MLM Martin Marietta Materials Inc 0.6%
Value ($000) $1,642 Shares 4,000 Est. Cost $287.22 Unrealized +51.8%
The Herzfeld Caribbean Basin Fund Inc 0.6%
Value ($000) $1,618 Shares 484,488 Est. Cost $6.51 Unrealized
BlackRock Health Sciences Trust II 0.6%
Value ($000) $1,491 Shares 103,500 Est. Cost $16.42 Unrealized
ASLE Aersale Corporation 0.6%
Value ($000) $1,482 Shares 99,206 Est. Cost $14.18 Unrealized +1.7%
Tekla Life Sciences Investors 0.6%
Value ($000) $1,458 Shares 116,904 Est. Cost $13.42 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.6%
Value ($000) $1,431 Shares 13,110 Est. Cost $75.77 Unrealized
BlackRock Science and Technology Trust II 0.5%
Value ($000) $1,214 Shares 73,554 Est. Cost $18.10 Unrealized
PGT Innovations Inc 0.5%
Value ($000) $1,196 Shares 43,117 Est. Cost $20.35 Unrealized
CPA Copa Holdings SA 0.5%
Value ($000) $1,181 Shares 13,250 Est. Cost $56.74 Unrealized +58.4%
LEN Lennar Corp 0.5%
Value ($000) $1,178 Shares 10,500 Est. Cost $69.65 Unrealized +62.9%
NEE NextEra Energy Inc 0.4%
Value ($000) $1,147 Shares 20,025 Est. Cost $58.40 Unrealized +10.3%
ASR Grupo Aeroportuario del Sureste SAB de CV 0.4%
Value ($000) $1,026 Shares 4,175 Est. Cost $165.00 Unrealized
CX Cemex SAB de CV 0.4%
Value ($000) $1,012 Shares 155,645 Est. Cost $5.17 Unrealized
VMC Vulcan Materials Co 0.4%
Value ($000) $1,010 Shares 5,000 Est. Cost $136.81 Unrealized +56.2%
CEFS Exchange Listed FDS Tr 0.3%
Value ($000) $823 Shares 46,991 Est. Cost $17.52 Unrealized
Oxford Lane Cap Corp 0.3%
Value ($000) $818 Shares 163,890 Est. Cost $5.07 Unrealized
IHI iShares U.S. Medical Devices ETF 0.3%
Value ($000) $729 Shares 15,034 Est. Cost $93.46 Unrealized
JAAA Janus Detroit Str Tr 0.3%
Value ($000) $722 Shares 14,350 Est. Cost $50.33 Unrealized
Playa Hotels & Resorts Nv 0.3%
Value ($000) $714 Shares 98,605 Est. Cost $6.92 Unrealized
Cornerstone Strategic Value Fund Inc 0.3%
Value ($000) $706 Shares 87,734 Est. Cost $7.85 Unrealized
VAC Marriott Vacations Worldwide Corp 0.3%
Value ($000) $679 Shares 6,745 Est. Cost $117.91 Unrealized -3.3%
Cornerstone Total Rtrn Fd In 0.3%
Value ($000) $654 Shares 81,822 Est. Cost $7.80 Unrealized
EVTC EVERTEC Inc 0.2%
Value ($000) $630 Shares 16,956 Est. Cost $36.21 Unrealized +6.4%
ESRT Empire State Realty Trust Inc 0.2%
Value ($000) $594 Shares 73,894 Est. Cost $17.14 Unrealized
SEB Seaboard Corp 0.2%
Value ($000) $514 Shares 137 Est. Cost $3214.42 Unrealized +12.3%
The Gabelli Healthcare & Wellness Trust 0.2%
Value ($000) $479 Shares 55,788 Est. Cost $10.23 Unrealized
FXY Investco CurrencyShares Japan 0.2%
Value ($000) $453 Shares 7,278 Est. Cost $63.45 Unrealized
LIVN LivaNova PLC 0.2%
Value ($000) $440 Shares 8,330 Est. Cost $60.69 Unrealized -9.7%
Morgan Stanley Emerging Mkts 0.2%
Value ($000) $429 Shares 100,720 Est. Cost $4.59 Unrealized
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.1%
Value ($000) $359 Shares 3,587 Est. Cost $101.61 Unrealized
MFS High Yield Municipal Trust 0.1%
Value ($000) $359 Shares 114,670 Est. Cost $3.13 Unrealized
MFS Investment Grade Municipal Trust 0.1%
Value ($000) $356 Shares 50,389 Est. Cost $7.08 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $355 Shares 661 Est. Cost $81.41 Unrealized +522.5%
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $349 Shares 2,850 Est. Cost $109.19 Unrealized
OFG OFG Bancorp 0.1%
Value ($000) $345 Shares 11,541 Est. Cost $26.97 Unrealized +13.1%
XXINSIXX Insight Select Income Fd 0.1%
Value ($000) $334 Shares 22,200 Est. Cost $15.72 Unrealized
Western Asset Mun Hi Incm Fd 0.1%
Value ($000) $319 Shares 52,358 Est. Cost $6.11 Unrealized
DTF Tax-Free Income Inc 0.1%
Value ($000) $317 Shares 29,723 Est. Cost $10.68 Unrealized
Nuveen Amt- Free Mun Value Fd 0.1%
Value ($000) $298 Shares 22,244 Est. Cost $13.41 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $291 Shares 2,830 Est. Cost $45.06 Unrealized +121.6%
Nuveen Select Maturities Municipal Fund 0.1%
Value ($000) $251 Shares 29,637 Est. Cost $8.50 Unrealized
GLD SPDR Gold Tr 0.1%
Value ($000) $240 Shares 1,398 Est. Cost $178.11 Unrealized
Nuveen Preferred and Income Fund 0.1%
Value ($000) $232 Shares 14,807 Est. Cost $15.98 Unrealized
Western Asset/Claymore Inflation-Linked Securities & Income Fund 0.1%
Value ($000) $213 Shares 27,257 Est. Cost $11.62 Unrealized
AMX America Movil SAB de CV 0.1%
Value ($000) $190 Shares 10,970 Est. Cost $21.05 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $188 Shares 700 Est. Cost $117.19 Unrealized +97.8%
CWCO Consolidated Water Co Ltd 0.1%
Value ($000) $173 Shares 6,092 Est. Cost $9.42 Unrealized +151.9%
Nuveen Mun Value Fd Inc. 0.1%
Value ($000) $170 Shares 20,630 Est. Cost $8.28 Unrealized
SPY SPDR S&P 500 ETF Tr 0.1%
Value ($000) $167 Shares 390 Est. Cost $305.33 Unrealized
CEF Sprott Physical Gold and Silver Trust 0.1%
Value ($000) $139 Shares 8,000 Est. Cost $13.25 Unrealized
GSIE Goldman Sachs ETF TR 0.0%
Value ($000) $129 Shares 4,302 Est. Cost $33.35 Unrealized
NPWR/WS Net Power Inc. 0.0%
Value ($000) $129 Shares 29,742 Est. Cost $3.36 Unrealized
MLN Vaneck ETF Trust 0.0%
Value ($000) $121 Shares 7,270 Est. Cost $16.71 Unrealized
Putnam Master Intermediate Income Trust 0.0%
Value ($000) $120 Shares 39,670 Est. Cost $3.16 Unrealized
XTTPX Tortoise Pipeline & Energy Fund, Inc. 0.0%
Value ($000) $120 Shares 4,268 Est. Cost $27.45 Unrealized
NVS Novartis AG 0.0%
Value ($000) $116 Shares 1,200 Est. Cost $88.65 Unrealized
XTEAX Ecofin Sustainable and Social Impact Term Fund 0.0%
Value ($000) $114 Shares 9,510 Est. Cost $12.40 Unrealized
XENWX Eaton Vance New York Mun Bd 0.0%
Value ($000) $113 Shares 13,616 Est. Cost $9.24 Unrealized
ABBV AbbVie, Inc. 0.0%
Value ($000) $108 Shares 722 Est. Cost $87.53 Unrealized +54.6%
Templeton Global Income Fund 0.0%
Value ($000) $102 Shares 26,530 Est. Cost $3.86 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $101 Shares 1,250 Est. Cost $28.80 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $99 Shares 1,700 Est. Cost $46.14 Unrealized +17.8%
QQQ Invesco QQQ Tr 0.0%
Value ($000) $97 Shares 270 Est. Cost $155.56 Unrealized
SONY Sony Group Corp 0.0%
Value ($000) $96 Shares 1,165 Est. Cost $71.39 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $86 Shares 944 Est. Cost $97.28 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $86 Shares 3,179 Est. Cost $28.66 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $83 Shares 164 Est. Cost $529.60 Unrealized -0.1%
The Taiwan Fund Inc 0.0%
Value ($000) $76 Shares 2,547 Est. Cost $30.41 Unrealized
ASML ASML Holding N V 0.0%
Value ($000) $70 Shares 119 Est. Cost $632.37 Unrealized
MDY SPDR S&P MidCap 400 ETF Tr 0.0%
Value ($000) $68 Shares 150 Est. Cost $300.00 Unrealized
ASA Gold and Precious Metals Ltd 0.0%
Value ($000) $67 Shares 5,044 Est. Cost $14.87 Unrealized
SU Suncor Energy Inc. 0.0%
Value ($000) $66 Shares 1,909 Est. Cost $28.24 Unrealized +4.4%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $62 Shares 4,000 Est. Cost $16.84 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $52 Shares 2,294 Est. Cost $20.45 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $50 Shares 4,005 Est. Cost $14.92 Unrealized
CNI Canadian National Railway Company 0.0%
Value ($000) $50 Shares 457 Est. Cost $105.35 Unrealized +3.8%
UBS UBS Group AG 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $20.11 Unrealized +16.2%
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund 0.0%
Value ($000) $49 Shares 5,907 Est. Cost $11.46 Unrealized
SNN Smith & Nephew PLC 0.0%
Value ($000) $48 Shares 1,953 Est. Cost $29.99 Unrealized
Royce Value Trust Inc 0.0%
Value ($000) $48 Shares 3,707 Est. Cost $14.93 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $47 Shares 1,342 Est. Cost $24.81 Unrealized +35.1%
META Meta Platforms Inc 0.0%
Value ($000) $46 Shares 152 Est. Cost $169.97 Unrealized +76.0%
NFLX Netflix, Inc. 0.0%
Value ($000) $45 Shares 120 Est. Cost $26.34 Unrealized +60.9%
The GDL Fund 0.0%
Value ($000) $42 Shares 5,454 Est. Cost $7.98 Unrealized
Gabelli Equity Trust Inc 0.0%
Value ($000) $42 Shares 8,144 Est. Cost $6.20 Unrealized
GTLS Chart Industries, Inc 0.0%
Value ($000) $40 Shares 239 Est. Cost $127.80 Unrealized +31.6%
MSFT Microsoft Corp 0.0%
Value ($000) $40 Shares 127 Est. Cost $115.49 Unrealized +181.1%
MA MasterCard, Inc. 0.0%
Value ($000) $39 Shares 99 Est. Cost $386.27 Unrealized +2.6%
Liberty All Star Equity Fund 0.0%
Value ($000) $39 Shares 6,611 Est. Cost $6.22 Unrealized
Liberty All Star Growth Fund Inc 0.0%
Value ($000) $38 Shares 7,637 Est. Cost $5.89 Unrealized
Adams Diversified Equity Fund Inc 0.0%
Value ($000) $37 Shares 2,252 Est. Cost $13.95 Unrealized
Tri-Continental Corp 0.0%
Value ($000) $36 Shares 1,354 Est. Cost $24.37 Unrealized
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $34 Shares 614 Est. Cost $59.20 Unrealized -5.5%
AVGO Broadcom, Inc. 0.0%
Value ($000) $33 Shares 40 Est. Cost $27.85 Unrealized +201.6%
Columbia Seligman Premium Technology Growth Fund 0.0%
Value ($000) $30 Shares 1,090 Est. Cost $30.44 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $29 Shares 336 Est. Cost $82.10 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $28 Shares 625 Est. Cost $117.62 Unrealized -56.1%
FCX Freeport-McMoRan Inc. 0.0%
Value ($000) $27 Shares 728 Est. Cost $36.76 Unrealized +6.1%
EQIX Equinix Inc 0.0%
Value ($000) $26 Shares 36 Est. Cost $666.05 Unrealized +10.5%
BBVA Banco Bilbao Vizcaya Argentaria 0.0%
Value ($000) $26 Shares 3,179 Est. Cost $7.68 Unrealized
STM STMicroelectronics N V 0.0%
Value ($000) $25 Shares 590 Est. Cost $44.75 Unrealized
PVI Invesco Exch Traded Fd Tr II 0.0%
Value ($000) $21 Shares 850 Est. Cost $24.84 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $21 Shares 357 Est. Cost $75.21 Unrealized -13.6%
MDT Medtronic plc 0.0%
Value ($000) $21 Shares 262 Est. Cost $93.35 Unrealized -16.7%
XP XP Inc. 0.0%
Value ($000) $20 Shares 875 Est. Cost $16.97 Unrealized +47.7%
BlackRock Enhanced International Dividend Trust 0.0%
Value ($000) $18 Shares 3,644 Est. Cost $5.38 Unrealized
Nuveen Mutli Asset Income Fund 0.0%
Value ($000) $18 Shares 1,587 Est. Cost $18.05 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $18 Shares 70 Est. Cost $222.06 Unrealized +15.7%
BlackRock Enhanced Equity Dividend Trust 0.0%
Value ($000) $17 Shares 2,272 Est. Cost $8.69 Unrealized
HD The Home Depot Inc 0.0%
Value ($000) $17 Shares 57 Est. Cost $157.24 Unrealized +92.7%
PEP PepsiCo, Inc. 0.0%
Value ($000) $17 Shares 100 Est. Cost $99.03 Unrealized +68.8%
CVX Chevron Corp. 0.0%
Value ($000) $17 Shares 100 Est. Cost $87.36 Unrealized +66.8%
Nuveen Real Asset Income and Growth Fund 0.0%
Value ($000) $17 Shares 1,585 Est. Cost $13.43 Unrealized
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $17 Shares 239 Est. Cost $48.18 Unrealized +39.5%
APD Air Products and Chemicals, Inc. 0.0%
Value ($000) $16 Shares 55 Est. Cost $196.37 Unrealized +40.0%
The New Germany Fund Inc 0.0%
Value ($000) $16 Shares 1,903 Est. Cost $11.97 Unrealized
PG Procter & Gamble Co. (The) 0.0%
Value ($000) $15 Shares 103 Est. Cost $117.50 Unrealized +22.7%
OPFI Oppfi Inc Com 0.0%
Value ($000) $15 Shares 5,898 Est. Cost $3.22 Unrealized -27.8%
IBN ICICI Bank Ltd 0.0%
Value ($000) $14 Shares 614 Est. Cost $15.27 Unrealized
INCY Incyte Corp 0.0%
Value ($000) $14 Shares 242 Est. Cost $54.31 Unrealized +16.1%
Mexico Equity & Income Fd 0.0%
Value ($000) $14 Shares 1,482 Est. Cost $9.93 Unrealized
GOOG Alphabet, Inc. 0.0%
Value ($000) $13 Shares 99 Est. Cost $109.35 Unrealized +18.0%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $13 Shares 68 Est. Cost $93.00 Unrealized +98.5%
MCD McDonald's Corp 0.0%
Value ($000) $13 Shares 49 Est. Cost $130.35 Unrealized +106.8%
The Mexico Fund, Inc. 0.0%
Value ($000) $12 Shares 745 Est. Cost $13.71 Unrealized
Aberdeen Global Dynamic Dividend Fund 0.0%
Value ($000) $12 Shares 1,416 Est. Cost $9.84 Unrealized
ETN Eaton Corp. plc (Ireland) 0.0%
Value ($000) $12 Shares 57 Est. Cost $103.85 Unrealized +101.9%
SBUX Starbucks Corp. 0.0%
Value ($000) $12 Shares 131 Est. Cost $71.37 Unrealized +29.5%
AZN AstraZeneca Group plc ADR 0.0%
Value ($000) $11 Shares 166 Est. Cost $57.60 Unrealized
TXN Texas Instruments, Inc 0.0%
Value ($000) $11 Shares 70 Est. Cost $99.52 Unrealized +59.7%
PGIM Global Short Duration High Yield Fund, Inc. 0.0%
Value ($000) $11 Shares 992 Est. Cost $13.20 Unrealized
PNC The PNC Financial Services Group Inc 0.0%
Value ($000) $11 Shares 87 Est. Cost $110.96 Unrealized +3.7%
PLD ProLogis, Inc. 0.0%
Value ($000) $11 Shares 95 Est. Cost $88.34 Unrealized +27.9%
Virtus Total Return Fund Inc. 0.0%
Value ($000) $10 Shares 2,148 Est. Cost $9.79 Unrealized
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $10 Shares 42 Est. Cost $126.99 Unrealized +82.0%
SE Sea Limited 0.0%
Value ($000) $10 Shares 222 Est. Cost $58.04 Unrealized
SVXY ProShares Short VIX Short-Term Futures ETF 0.0%
Value ($000) $9 Shares 110 Est. Cost $57.38 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value ($000) $9 Shares 23 Est. Cost $333.25 Unrealized +24.6%
TCW Strategic Income Fund Inc 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $5.40 Unrealized
XJEQX Aberdeen Japan Equity Fund Inc 0.0%
Value ($000) $9 Shares 1,703 Est. Cost $6.22 Unrealized
UPS United Parcel Service Inc 0.0%
Value ($000) $9 Shares 58 Est. Cost $162.45 Unrealized -6.7%
USB U.S. Bancorp 0.0%
Value ($000) $9 Shares 271 Est. Cost $31.93 Unrealized +1.8%
TMC TMC The Metals Company Inc 0.0%
Value ($000) $9 Shares 8,959 Est. Cost $1.70 Unrealized -15.6%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $9 Shares 61 Est. Cost $79.93 Unrealized +78.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $9 Shares 54 Est. Cost $170.67 Unrealized -6.4%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $9 Shares 63 Est. Cost $121.84 Unrealized +15.2%
SRE Sempra Energy 0.0%
Value ($000) $9 Shares 128 Est. Cost $58.98 Unrealized +12.9%
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $9 Shares 161 Est. Cost $40.12 Unrealized +25.4%
Aberdeen Total Dynamic Dividend Fund 0.0%
Value ($000) $8 Shares 1,097 Est. Cost $8.55 Unrealized
Japan Smaller Capitalization Fund Inc 0.0%
Value ($000) $8 Shares 1,163 Est. Cost $7.49 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $8 Shares 138 Est. Cost $26.92 Unrealized +102.1%
CAT Caterpillar Inc. 0.0%
Value ($000) $8 Shares 29 Est. Cost $197.29 Unrealized +32.5%
COST Costco Wholesale Corp. 0.0%
Value ($000) $8 Shares 14 Est. Cost $368.36 Unrealized +44.5%
O Realty Income Corp. 0.0%
Value ($000) $8 Shares 156 Est. Cost $48.63 Unrealized +3.1%
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $8 Shares 22 Est. Cost $248.59 Unrealized +40.7%
BSY Bentley Sys Inc. 0.0%
Value ($000) $8 Shares 150 Est. Cost $41.35 Unrealized +20.2%
XFDEX First Trust Dynamic Europe Equity Income Fund 0.0%
Value ($000) $7 Shares 580 Est. Cost $13.11 Unrealized
VALE Vale SA 0.0%
Value ($000) $7 Shares 529 Est. Cost $15.97 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $7 Shares 34 Est. Cost $114.75 Unrealized +71.5%
ABT Abbott Laboratories 0.0%
Value ($000) $7 Shares 73 Est. Cost $81.94 Unrealized +22.6%
CARR Carrier Global Corporation 0.0%
Value ($000) $7 Shares 127 Est. Cost $45.70 Unrealized +16.9%
EFX Equifax, Inc. 0.0%
Value ($000) $7 Shares 38 Est. Cost $178.47 Unrealized +12.5%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $7 Shares 30 Est. Cost $142.90 Unrealized +61.0%
The Korea Fund Inc 0.0%
Value ($000) $7 Shares 328 Est. Cost $25.06 Unrealized
ABNB Airbnb Inc. 0.0%
Value ($000) $7 Shares 50 Est. Cost $116.96 Unrealized +18.0%
Templeton Emerging Markets Fund 0.0%
Value ($000) $7 Shares 599 Est. Cost $13.21 Unrealized
POOL Pool Corp 0.0%
Value ($000) $7 Shares 19 Est. Cost $348.73 Unrealized +0.9%
PM Philip Morris International Inc. 0.0%
Value ($000) $7 Shares 72 Est. Cost $81.30 Unrealized +6.0%
KDP Keurig Dr. Pepper Inc. 0.0%
Value ($000) $7 Shares 209 Est. Cost $33.60 Unrealized -8.5%
KSA Ishares Tr 0.0%
Value ($000) $6 Shares 167 Est. Cost $37.45 Unrealized
PAYX Paychex, Inc 0.0%
Value ($000) $6 Shares 56 Est. Cost $58.96 Unrealized +90.3%
HDB HDFC Bank Ltd 0.0%
Value ($000) $6 Shares 109 Est. Cost $74.42 Unrealized
Aberdeen Emerging Markets Equity Inc. 0.0%
Value ($000) $6 Shares 1,343 Est. Cost $6.60 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $6 Shares 304 Est. Cost $17.96 Unrealized -0.3%
TFC Truist Financial Corp 0.0%
Value ($000) $6 Shares 220 Est. Cost $30.82 Unrealized -11.9%
BP BP p.l.c. 0.0%
Value ($000) $6 Shares 161 Est. Cost $30.03 Unrealized
ON ON Semiconductor Corporation 0.0%
Value ($000) $6 Shares 66 Est. Cost $64.40 Unrealized +50.8%
AIIOW NWTN Inc 0.0%
Value ($000) $6 Shares 26,327 Est. Cost $0.21 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $6 Shares 20 Est. Cost $298.13 Unrealized +4.8%
QCOM Qualcomm Inc 0.0%
Value ($000) $6 Shares 52 Est. Cost $107.82 Unrealized +2.1%
Gabelli Global Small & Mid C 0.0%
Value ($000) $6 Shares 557 Est. Cost $13.34 Unrealized
ZTS Zoetis Inc. 0.0%
Value ($000) $6 Shares 33 Est. Cost $104.89 Unrealized +68.7%
LPLA LPL Finl Hldgs Inc 0.0%
Value ($000) $6 Shares 24 Est. Cost $135.35 Unrealized +71.6%
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $6 Shares 65 Est. Cost $191.28 Unrealized
TCOM Trip.com Group Ltd ADR 0.0%
Value ($000) $6 Shares 160 Est. Cost $32.01 Unrealized
LIN Linde plc 0.0%
Value ($000) $6 Shares 15 Est. Cost $322.30 Unrealized +14.5%
The European Equity Fund Inc 0.0%
Value ($000) $6 Shares 697 Est. Cost $9.27 Unrealized
GLW Corning Inc. 0.0%
Value ($000) $6 Shares 181 Est. Cost $33.63 Unrealized -8.7%
WMB Williams Cos Inc. 0.0%
Value ($000) $5 Shares 162 Est. Cost $27.95 Unrealized +10.4%
CME CME Group Inc. 0.0%
Value ($000) $5 Shares 27 Est. Cost $169.20 Unrealized +6.5%
Cooper Cos Inc. 0.0%
Value ($000) $5 Shares 17 Est. Cost $357.05 Unrealized
NDSN Nordson Corp 0.0%
Value ($000) $5 Shares 24 Est. Cost $197.09 Unrealized +17.8%
CP Canadian Pac Ry Ltd 0.0%
Value ($000) $5 Shares 71 Est. Cost $77.51 Unrealized +0.7%
Totalenergies SE 0.0%
Value ($000) $5 Shares 80 Est. Cost $41.85 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $5 Shares 14 Est. Cost $271.09 Unrealized +30.1%
COP ConocoPhillips 0.0%
Value ($000) $5 Shares 43 Est. Cost $86.59 Unrealized +24.6%
BX Blackstone Inc. 0.0%
Value ($000) $5 Shares 48 Est. Cost $78.64 Unrealized +23.9%
NKE Nike, Inc. 0.0%
Value ($000) $5 Shares 53 Est. Cost $96.36 Unrealized +1.9%
V Visa Inc 0.0%
Value ($000) $5 Shares 22 Est. Cost $150.71 Unrealized +56.7%
Ansys Inc 0.0%
Value ($000) $5 Shares 17 Est. Cost $289.66 Unrealized
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $5 Shares 62 Est. Cost $75.08 Unrealized +6.2%
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $5 Shares 6 Est. Cost $556.90 Unrealized +40.3%
TER Teradyne Inc 0.0%
Value ($000) $5 Shares 49 Est. Cost $121.07 Unrealized -13.8%
GDDY GoDaddy, Inc. 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.74 Unrealized -2.6%
PCTTW Purecycle Technologies Inc 0.0%
Value ($000) $5 Shares 2,457 Est. Cost $14.04 Unrealized
WSO Watsco Inc. 0.0%
Value ($000) $5 Shares 13 Est. Cost $285.22 Unrealized +26.8%
Bunge Limited 0.0%
Value ($000) $5 Shares 44 Est. Cost $86.21 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $5 Shares 15 Est. Cost $269.13 Unrealized +24.0%
XOM Exxon Mobil Corp 0.0%
Value ($000) $5 Shares 40 Est. Cost $100.18 Unrealized +0.8%
Aspen Technology Inc. 0.0%
Value ($000) $5 Shares 23 Est. Cost $219.99 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $5 Shares 69 Est. Cost $68.74 Unrealized -3.6%
CCI Crown Castle Intl Corp. 0.0%
Value ($000) $5 Shares 51 Est. Cost $125.06 Unrealized -27.7%
Seagen Inc. 0.0%
Value ($000) $5 Shares 22 Est. Cost $161.16 Unrealized
SAP SAP SE 0.0%
Value ($000) $5 Shares 36 Est. Cost $138.89 Unrealized
WRB Berkley W R Corp 0.0%
Value ($000) $5 Shares 73 Est. Cost $31.79 Unrealized +21.7%
DHR Danaher Corp. 0.0%
Value ($000) $5 Shares 21 Est. Cost $221.67 Unrealized -0.7%
PSX Phillips 66 0.0%
Value ($000) $5 Shares 38 Est. Cost $56.22 Unrealized +83.8%
RTX Raytheon Technologies Corp. 0.0%
Value ($000) $5 Shares 63 Est. Cost $90.59 Unrealized -10.3%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $5 Shares 68 Est. Cost $53.17 Unrealized +35.1%
CRL Charles Riv Labs Intl Inc 0.0%
Value ($000) $5 Shares 23 Est. Cost $284.62 Unrealized -27.9%
SITE Siteone Landsscape Supply Inc 0.0%
Value ($000) $4 Shares 27 Est. Cost $171.64 Unrealized -4.8%
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $4 Shares 29 Est. Cost $153.36 Unrealized +1.9%
DLB Dolby Laboratories Inc 0.0%
Value ($000) $4 Shares 55 Est. Cost $70.17 Unrealized +14.3%
AMZN Amazon Com Inc 0.0%
Value ($000) $4 Shares 34 Est. Cost $125.02 Unrealized +7.2%
BTI British American Tobacco PLC 0.0%
Value ($000) $4 Shares 133 Est. Cost $35.59 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $4 Shares 17 Est. Cost $445.45 Unrealized -39.0%
SAIA Saia Inc 0.0%
Value ($000) $4 Shares 10 Est. Cost $266.90 Unrealized +51.1%
ONC BeiGene, Ltd. 0.0%
Value ($000) $4 Shares 22 Est. Cost $236.33 Unrealized
EXPO Exponent Inc 0.0%
Value ($000) $4 Shares 46 Est. Cost $92.52 Unrealized -5.4%
Morgan Stanley India Investment Fund Inc 0.0%
Value ($000) $4 Shares 176 Est. Cost $21.17 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $4 Shares 104 Est. Cost $35.14 Unrealized +11.5%
BlackRock, Inc. 0.0%
Value ($000) $4 Shares 6 Est. Cost $583.33 Unrealized
PBR Petroleo Brasileiro S.A. PETROBRAS 0.0%
Value ($000) $4 Shares 256 Est. Cost $14.06 Unrealized
IBKR Interactive Brokers Group In 0.0%
Value ($000) $4 Shares 44 Est. Cost $17.76 Unrealized +23.6%
AAPL Apple Inc 0.0%
Value ($000) $4 Shares 22 Est. Cost $110.62 Unrealized +63.9%
CHT Chungwa Telecom Co Ltd 0.0%
Value ($000) $4 Shares 104 Est. Cost $34.97 Unrealized
IMVP Invesco India ETF 0.0%
Value ($000) $4 Shares 159 Est. Cost $23.02 Unrealized
ALNY Alnylam Pharmaceuticals, Inc. 0.0%
Value ($000) $4 Shares 21 Est. Cost $198.26 Unrealized -3.6%
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $4 Shares 9 Est. Cost $423.51 Unrealized -4.2%
CHE Chemed Corp New 0.0%
Value ($000) $4 Shares 7 Est. Cost $484.20 Unrealized +6.4%
BlackRock Innovation and Grw 0.0%
Value ($000) $4 Shares 521 Est. Cost $6.82 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $4 Shares 109 Est. Cost $42.00 Unrealized -27.2%
THO Thor Inds Inc 0.0%
Value ($000) $4 Shares 38 Est. Cost $107.49 Unrealized -7.7%
SHW Sherwin-Williams Co. (The) 0.0%
Value ($000) $4 Shares 14 Est. Cost $230.44 Unrealized +13.8%
CHH Choice Hotels International, Inc. 0.0%
Value ($000) $4 Shares 29 Est. Cost $116.97 Unrealized +5.0%
SHOP Shopify, Inc. 0.0%
Value ($000) $4 Shares 65 Est. Cost $56.53 Unrealized +7.2%
ALLE Allegion PLC 0.0%
Value ($000) $4 Shares 34 Est. Cost $110.50 Unrealized -1.1%
FICO Fair Isaac Corp 0.0%
Value ($000) $3 Shares 4 Est. Cost $459.71 Unrealized +86.7%
MMYT MakeMyTrip Limited Mauritius 0.0%
Value ($000) $3 Shares 85 Est. Cost $29.86 Unrealized +16.1%
SKM SK Telecom Ltd 0.0%
Value ($000) $3 Shares 160 Est. Cost $26.15 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $3 Shares 17 Est. Cost $198.06 Unrealized 0.0%
NOW ServiceNow, Inc. 0.0%
Value ($000) $3 Shares 6 Est. Cost $74.46 Unrealized +53.2%
BFAM Bright Horizons Fam Sol In D 0.0%
Value ($000) $3 Shares 38 Est. Cost $128.07 Unrealized -27.9%
ES Eversource Energy 0.0%
Value ($000) $3 Shares 52 Est. Cost $68.92 Unrealized -13.7%
RYAAY Ryanair Holdings plc ADR 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.36 Unrealized
TRMB Trimble, Inc. 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.90 Unrealized +15.4%
IDXX IDEXX Labs Inc. 0.0%
Value ($000) $3 Shares 6 Est. Cost $443.84 Unrealized +12.4%
FAST Fastenal Company 0.0%
Value ($000) $3 Shares 48 Est. Cost $25.68 Unrealized +4.4%
SHG Shinhan Financial Group Co L 0.0%
Value ($000) $3 Shares 99 Est. Cost $33.75 Unrealized
GS Goldman Sachs Group, Inc. (The) 0.0%
Value ($000) $3 Shares 8 Est. Cost $183.58 Unrealized +71.8%
Morgan Stanley China A Sh Fd 0.0%
Value ($000) $3 Shares 207 Est. Cost $18.91 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $3 Shares 174 Est. Cost $21.43 Unrealized
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $2 Shares 48 Est. Cost $160.77 Unrealized -67.8%
KMI Kinder Morgan Inc. 0.0%
Value ($000) $2 Shares 148 Est. Cost $15.18 Unrealized +0.5%
PODD Insulet Corp. 0.0%
Value ($000) $2 Shares 15 Est. Cost $212.68 Unrealized +5.3%
TLK P T Telekomunikasi Indonesia 0.0%
Value ($000) $2 Shares 97 Est. Cost $27.27 Unrealized
AMT American Tower Corporation 0.0%
Value ($000) $2 Shares 14 Est. Cost $199.66 Unrealized -16.0%
PDD PDD Holdings Inc. 0.0%
Value ($000) $2 Shares 23 Est. Cost $98.09 Unrealized
AES AES Corp 0.0%
Value ($000) $2 Shares 148 Est. Cost $20.61 Unrealized -17.5%
Chargepoint Holdings Inc. 0.0%
Value ($000) $2 Shares 445 Est. Cost $20.79 Unrealized
BAP Credicorp Ltd 0.0%
Value ($000) $2 Shares 17 Est. Cost $113.47 Unrealized +18.5%
BSAC Banco Santander Chile New 0.0%
Value ($000) $2 Shares 111 Est. Cost $17.83 Unrealized
Forge Global Holdings Inc. 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
RIO Rio Tinto PLC 0.0%
Value ($000) $2 Shares 31 Est. Cost $66.74 Unrealized
TRP Tc Energy Corp 0.0%
Value ($000) $2 Shares 56 Est. Cost $46.14 Unrealized -29.1%
BIDU Baidu Inc. 0.0%
Value ($000) $2 Shares 14 Est. Cost $161.81 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 41 Est. Cost $42.32 Unrealized
Matterport Inc 0.0%
Value ($000) $2 Shares 731 Est. Cost $14.58 Unrealized
LCII LCI Inds 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.03 Unrealized +7.1%
GLOB Globant S.A. 0.0%
Value ($000) $1 Shares 7 Est. Cost $164.07 Unrealized +14.2%
PAGS Pagseguro Digital Ltd 0.0%
Value ($000) $1 Shares 158 Est. Cost $24.79 Unrealized -62.0%
FN Fabrinet 0.0%
Value ($000) $1 Shares 8 Est. Cost $86.61 Unrealized +60.1%
ASX Ase Technology Hldg Co. Ltd. 0.0%
Value ($000) $1 Shares 170 Est. Cost $7.25 Unrealized
Lam Research Corp 0.0%
Value ($000) $1 Shares 2 Est. Cost $558.19 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $1 Shares 27 Est. Cost $51.72 Unrealized 0.0%
ZTO ZTO Express (Cayman) Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.18 Unrealized
PAC Grupo Aeroportario Del Pacific 0.0%
Value ($000) $1 Shares 7 Est. Cost $195.14 Unrealized
RDY Dr Reddys Labs Ltd 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.92 Unrealized
JCI Johnson Ctls Intl PLC 0.0%
Value ($000) $1 Shares 19 Est. Cost $59.18 Unrealized 0.0%
NVDA Nvidia Corporation 0.0%
Value ($000) $1 Shares 2 Est. Cost $44.77 Unrealized 0.0%