Crestwood Advisors Group LLC Diversified Active

CIK: 0001426853 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $1,256,048 (100.0% shares, 0.0% debt)

Holdings (163)

MUB ISHARES NATIONAL MUNI BOND ETF 4.4%
Value ($000) $54,773 Shares 502,318 Est. Cost $109.49 Unrealized
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $46,928 Shares 462,030 Est. Cost $33.52 Unrealized +198.4%
JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF 3.7%
Value ($000) $46,464 Shares 913,034 Est. Cost $50.89 Unrealized
EFA ISHARES MSCI EAFE ETF 3.7%
Value ($000) $45,918 Shares 781,179 Est. Cost $58.63 Unrealized
AAPL APPLE INC COM 3.3%
Value ($000) $41,865 Shares 265,404 Est. Cost $22.82 Unrealized +101.7%
STT STATE STR CORP COM 3.2%
Value ($000) $39,739 Shares 630,072 Est. Cost $47.80 Unrealized +18.9%
IEFA ISHARES CORE MSCI EAFE ETF 2.8%
Value ($000) $35,286 Shares 641,564 Est. Cost $61.68 Unrealized
CSCO CISCO SYS INC COM 2.6%
Value ($000) $33,005 Shares 761,721 Est. Cost $25.21 Unrealized +46.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.4%
Value ($000) $30,341 Shares 148,599 Est. Cost $118.63 Unrealized +76.1%
GOOGL ALPHABET INC CAP STK CL A 2.4%
Value ($000) $29,927 Shares 28,639 Est. Cost $42.23 Unrealized +27.0%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $28,660 Shares 222,084 Est. Cost $65.96 Unrealized +73.0%
V VISA INC COM CL A 2.3%
Value ($000) $28,400 Shares 215,248 Est. Cost $82.76 Unrealized +58.8%
SYK STRYKER CORP COM 2.1%
Value ($000) $26,745 Shares 170,624 Est. Cost $65.26 Unrealized +137.2%
IJR ISHARES S&P SMALL-CAP FUND 2.1%
Value ($000) $26,390 Shares 380,704 Est. Cost $84.46 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 2.1%
Value ($000) $25,803 Shares 185,312 Est. Cost $30.24 Unrealized +106.9%
RMD RESMED INC COM 1.9%
Value ($000) $24,162 Shares 212,187 Est. Cost $41.11 Unrealized +144.1%
TJX TJX COS INC NEW COM 1.9%
Value ($000) $23,630 Shares 528,173 Est. Cost $37.06 Unrealized +23.8%
MDT MEDTRONIC PLC SHS 1.8%
Value ($000) $23,200 Shares 255,061 Est. Cost $62.79 Unrealized +22.9%
LMT LOCKHEED MARTIN CORP COM 1.8%
Value ($000) $23,090 Shares 88,184 Est. Cost $117.75 Unrealized +112.3%
BAC BANK AMER CORP COM 1.8%
Value ($000) $22,982 Shares 932,696 Est. Cost $14.72 Unrealized +54.9%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 1.8%
Value ($000) $22,633 Shares 470,939 Est. Cost $48.31 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 1.7%
Value ($000) $21,668 Shares 419,605 Est. Cost $80.69 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 1.6%
Value ($000) $19,936 Shares 206,743 Est. Cost $157.40 Unrealized
PEP PEPSICO INC COM 1.6%
Value ($000) $19,514 Shares 176,627 Est. Cost $61.08 Unrealized +48.5%
CCI CROWN CASTLE INTL CORP NEW COM 1.5%
Value ($000) $19,360 Shares 178,216 Est. Cost $63.25 Unrealized +28.1%
BKNG BOOKING HLDGS INC COM 1.5%
Value ($000) $18,426 Shares 10,698 Est. Cost $1940.44 Unrealized -7.0%
WFC WELLS FARGO CO NEW COM 1.5%
Value ($000) $18,407 Shares 399,462 Est. Cost $33.47 Unrealized +25.6%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.4%
Value ($000) $18,039 Shares 141,341 Est. Cost $127.89 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.4%
Value ($000) $17,080 Shares 325,947 Est. Cost $50.46 Unrealized
MMM 3M Company 1.3%
Value ($000) $16,909 Shares 88,740 Est. Cost $116.70 Unrealized +9.9%
HLT HILTON WORLDWIDE HLDGS INC COM 1.3%
Value ($000) $16,756 Shares 233,373 Est. Cost $75.90 Unrealized -6.8%
BLACKSTONE GROUP L P COM UNIT LTD 1.3%
Value ($000) $16,523 Shares 554,286 Est. Cost $33.98 Unrealized
TRV TRAVELERS COMPANIES INC COM 1.3%
Value ($000) $16,218 Shares 135,435 Est. Cost $99.76 Unrealized +7.4%
FTV FORTIVE CORP COM 1.3%
Value ($000) $16,208 Shares 239,555 Est. Cost $40.65 Unrealized +12.2%
UNP UNION PACIFIC CORP COM 1.3%
Value ($000) $15,999 Shares 115,744 Est. Cost $68.63 Unrealized +84.2%
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 1.2%
Value ($000) $15,590 Shares 323,981 Est. Cost $48.18 Unrealized
SHW SHERWIN WILLIAMS CO COM 1.2%
Value ($000) $15,538 Shares 39,491 Est. Cost $107.28 Unrealized +18.0%
BLACK KNIGHT INC COM 1.2%
Value ($000) $15,424 Shares 342,303 Est. Cost $44.67 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 1.2%
Value ($000) $15,124 Shares 481,048 Est. Cost $17.98 Unrealized +31.6%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $14,900 Shares 218,513 Est. Cost $56.06 Unrealized +0.6%
ST SENSATA TECHNOLOGIES HLDNG PLC SHS 1.2%
Value ($000) $14,610 Shares 325,828 Est. Cost $52.24 Unrealized -13.4%
CVS CVS HEALTH CORP COM 1.1%
Value ($000) $14,331 Shares 218,734 Est. Cost $59.86 Unrealized -0.8%
EOG EOG RES INC COM 1.1%
Value ($000) $13,914 Shares 159,545 Est. Cost $74.25 Unrealized +8.6%
CL COLGATE PALMOLIVE CO COM 1.1%
Value ($000) $13,681 Shares 229,848 Est. Cost $49.39 Unrealized +7.1%
SNY SANOFI SPONSORED ADR 1.0%
Value ($000) $12,674 Shares 291,968 Est. Cost $47.54 Unrealized
STZ CONSTELLATION BRANDS INC CL A 1.0%
Value ($000) $12,435 Shares 77,324 Est. Cost $176.90 Unrealized 0.0%
JPMORGAN ALERIAN MLP INDEX ETN 1.0%
Value ($000) $12,048 Shares 539,765 Est. Cost $29.11 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $11,913 Shares 47,349 Est. Cost $208.80 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.9%
Value ($000) $11,016 Shares 36 Est. Cost $178943.60 Unrealized +75.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.8%
Value ($000) $9,776 Shares 91,798 Est. Cost $107.38 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.8%
Value ($000) $9,727 Shares 130,438 Est. Cost $78.51 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $8,853 Shares 8,548 Est. Cost $40.71 Unrealized +30.5%
ETRACS ALERIAN MLP INFRASTRUCTURE INDEX ETN 0.7%
Value ($000) $8,538 Shares 431,856 Est. Cost $22.23 Unrealized
AMZN AMAZON COM INC COM 0.6%
Value ($000) $7,154 Shares 4,763 Est. Cost $24.56 Unrealized +238.5%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.6%
Value ($000) $6,959 Shares 122,597 Est. Cost $68.19 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $5,289 Shares 57,543 Est. Cost $55.71 Unrealized +34.2%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.4%
Value ($000) $4,465 Shares 44,551 Est. Cost $100.22 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $3,991 Shares 28,305 Est. Cost $122.77 Unrealized +16.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $3,696 Shares 78,397 Est. Cost $49.49 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $2,956 Shares 22,584 Est. Cost $102.08 Unrealized
ILCB ISHARES MORNINGSTAR LARGE-CAP ETF 0.2%
Value ($000) $2,743 Shares 19,248 Est. Cost $99.15 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $2,209 Shares 8,839 Est. Cost $265.15 Unrealized
EDIT EDITAS MEDICINE INC COM 0.2%
Value ($000) $1,940 Shares 85,281 Est. Cost $20.27 Unrealized +34.3%
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $1,816 Shares 65,314 Est. Cost $31.23 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $1,759 Shares 17,962 Est. Cost $69.27 Unrealized
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,604 Shares 8,505 Est. Cost $104.26 Unrealized +83.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,434 Shares 12,618 Est. Cost $113.03 Unrealized -22.2%
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.1%
Value ($000) $1,422 Shares 32,708 Est. Cost $71.80 Unrealized -23.9%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $1,389 Shares 12,195 Est. Cost $82.27 Unrealized +5.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $1,301 Shares 45,887 Est. Cost $31.92 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,280 Shares 32,769 Est. Cost $40.77 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,216 Shares 42,596 Est. Cost $16.60 Unrealized -15.5%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,106 Shares 6,226 Est. Cost $86.34 Unrealized +73.8%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,104 Shares 15,385 Est. Cost $71.30 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $1,072 Shares 14,337 Est. Cost $42.93 Unrealized +36.0%
PFE PFIZER INC COM 0.1%
Value ($000) $1,058 Shares 24,239 Est. Cost $21.36 Unrealized +40.6%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,032 Shares 31,248 Est. Cost $34.26 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,026 Shares 9,432 Est. Cost $73.79 Unrealized +14.8%
META FACEBOOK INC CL A 0.1%
Value ($000) $1,008 Shares 7,692 Est. Cost $144.05 Unrealized -0.1%
BA BOEING CO COM 0.1%
Value ($000) $966 Shares 2,995 Est. Cost $141.12 Unrealized +137.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $945 Shares 16,475 Est. Cost $57.36 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $939 Shares 4,152 Est. Cost $117.37 Unrealized +105.7%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $914 Shares 25,319 Est. Cost $56.49 Unrealized -28.8%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $878 Shares 8,989 Est. Cost $73.51 Unrealized +19.1%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $870 Shares 18,649 Est. Cost $47.35 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $839 Shares 4,997 Est. Cost $125.03 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $754 Shares 5,629 Est. Cost $126.32 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $748 Shares 8,946 Est. Cost $83.93 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $747 Shares 6,810 Est. Cost $70.54 Unrealized +54.7%
MRK MERCK & CO INC COM 0.1%
Value ($000) $711 Shares 9,306 Est. Cost $46.09 Unrealized +22.6%
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $680 Shares 6,590 Est. Cost $39.22 Unrealized +124.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $666 Shares 17,489 Est. Cost $42.52 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $647 Shares 3,322 Est. Cost $97.86 Unrealized +60.3%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $633 Shares 2,756 Est. Cost $241.96 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $618 Shares 13,050 Est. Cost $29.39 Unrealized +30.6%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $617 Shares 5,798 Est. Cost $106.84 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $588 Shares 3,719 Est. Cost $88.30 Unrealized +46.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $583 Shares 7,305 Est. Cost $72.87 Unrealized +2.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $571 Shares 23,960 Est. Cost $25.40 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $549 Shares 14,811 Est. Cost $40.55 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $501 Shares 3,792 Est. Cost $144.05 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $494 Shares 4,380 Est. Cost $117.79 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $486 Shares 12,536 Est. Cost $44.92 Unrealized -9.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $484 Shares 4,588 Est. Cost $105.49 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $472 Shares 5,110 Est. Cost $37.68 Unrealized +124.5%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $430 Shares 12,450 Est. Cost $40.16 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $426 Shares 2,850 Est. Cost $70.04 Unrealized +103.2%
PEOPLES UTD FINL INC COM 0.0%
Value ($000) $420 Shares 29,100 Est. Cost $14.96 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $415 Shares 3,087 Est. Cost $131.17 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $409 Shares 6,286 Est. Cost $41.84 Unrealized +21.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $392 Shares 7,939 Est. Cost $36.74 Unrealized -9.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $387 Shares 4,483 Est. Cost $56.66 Unrealized +12.8%
NGVC NATURAL GROCERS BY VITAMIN COT COM 0.0%
Value ($000) $386 Shares 25,199 Est. Cost $5.48 Unrealized +130.6%
HD HOME DEPOT INC COM 0.0%
Value ($000) $375 Shares 2,182 Est. Cost $124.52 Unrealized +20.8%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $368 Shares 2,339 Est. Cost $56.96 Unrealized +167.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $362 Shares 3,128 Est. Cost $72.30 Unrealized +40.2%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $351 Shares 2,763 Est. Cost $87.00 Unrealized +28.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $345 Shares 2,292 Est. Cost $107.94 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $343 Shares 2,505 Est. Cost $96.53 Unrealized +40.8%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $341 Shares 1,673 Est. Cost $143.99 Unrealized +40.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $334 Shares 9,799 Est. Cost $29.90 Unrealized +1.7%
RAYTHEON CO COM NEW 0.0%
Value ($000) $331 Shares 2,160 Est. Cost $187.91 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $328 Shares 5,469 Est. Cost $54.28 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $322 Shares 7,000 Est. Cost $30.99 Unrealized +39.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $312 Shares 4,910 Est. Cost $50.12 Unrealized +24.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $311 Shares 4,832 Est. Cost $39.35 Unrealized +36.3%
CIMPRESS N V SHS EURO 0.0%
Value ($000) $310 Shares 2,994 Est. Cost $84.17 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $305 Shares 6,676 Est. Cost $27.56 Unrealized +38.9%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $300 Shares 39,643 Est. Cost $23.06 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $299 Shares 4,575 Est. Cost $56.33 Unrealized -2.9%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $292 Shares 4,377 Est. Cost $51.69 Unrealized +10.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $291 Shares 1,300 Est. Cost $131.39 Unrealized +75.3%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $284 Shares 8,045 Est. Cost $21.05 Unrealized +72.3%
HILL ROM HLDGS INC COM 0.0%
Value ($000) $283 Shares 3,200 Est. Cost $76.25 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $277 Shares 2,911 Est. Cost $61.27 Unrealized +55.1%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $273 Shares 9,065 Est. Cost $30.23 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $271 Shares 3,224 Est. Cost $43.60 Unrealized +90.6%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $264 Shares 4,530 Est. Cost $63.75 Unrealized
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $256 Shares 12,518 Est. Cost $20.45 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $256 Shares 3,353 Est. Cost $89.54 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $235 Shares 5,198 Est. Cost $37.29 Unrealized +15.7%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $232 Shares 1,506 Est. Cost $180.61 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $227 Shares 4,033 Est. Cost $28.61 Unrealized +35.0%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $220 Shares 2,251 Est. Cost $106.06 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $219 Shares 4,326 Est. Cost $50.69 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $217 Shares 1,958 Est. Cost $122.45 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $213 Shares 2,375 Est. Cost $89.23 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $211 Shares 862 Est. Cost $232.73 Unrealized +5.5%
ARMK ARAMARK COM 0.0%
Value ($000) $205 Shares 7,085 Est. Cost $23.15 Unrealized +2.4%
APOLLO GLOBAL MGMT LLC CL A SHS 0.0%
Value ($000) $204 Shares 8,295 Est. Cost $33.51 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $204 Shares 2,195 Est. Cost $63.15 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $203 Shares 2,350 Est. Cost $86.38 Unrealized
UMH UMH PPTYS INC COM 0.0%
Value ($000) $165 Shares 13,896 Est. Cost $13.39 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $111 Shares 12,500 Est. Cost $6.36 Unrealized +51.7%
RENN FD INC COM 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $88 Shares 11,500 Est. Cost $8.04 Unrealized -22.8%
NOVAVAX INC COM 0.0%
Value ($000) $83 Shares 44,900 Est. Cost $1.95 Unrealized
AGENUS INC COM NEW 0.0%
Value ($000) $78 Shares 32,928 Est. Cost $3.58 Unrealized
APHRIA INC COM 0.0%
Value ($000) $71 Shares 12,500 Est. Cost $5.68 Unrealized
DAKT Daktari 0.0%
Value ($000) $41 Shares 40,989 Est. Cost $8.90 Unrealized -16.7%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $33 Shares 32,504 Est. Cost $40.77 Unrealized +0.6%
PALATIN TECHNOLOGIES INC COM PAR $ .01 0.0%
Value ($000) $18 Shares 25,000 Est. Cost $0.52 Unrealized
ISORAY INC COM 0.0%
Value ($000) $16 Shares 54,824 Est. Cost $0.57 Unrealized