Outlook Wealth Advisors, LLC Diversified Active

CIK: 0001767151 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 18, 2023

Total Value ($000): $224,875 (100.0% shares, 0.0% debt)

Holdings (179)

USEP INNOVATOR ETFS TR 7.7%
Value ($000) $17,420 Shares 633,523 Est. Cost $26.40 Unrealized
PJUN INNOVATOR ETFS TR 4.5%
Value ($000) $10,119 Shares 328,812 Est. Cost $28.37 Unrealized
VTV VANGUARD INDEX FDS 4.5%
Value ($000) $10,015 Shares 72,517 Est. Cost $125.17 Unrealized
IYE ISHARES TR 3.3%
Value ($000) $7,402 Shares 169,197 Est. Cost $31.32 Unrealized
PSEP INNOVATOR ETFS TR 2.9%
Value ($000) $6,514 Shares 212,336 Est. Cost $28.02 Unrealized
UMAY INNOVATOR ETFS TR 2.9%
Value ($000) $6,436 Shares 240,114 Est. Cost $25.99 Unrealized
STC STEWART INFORMATION SVCS COR 2.5%
Value ($000) $5,635 Shares 139,661 Est. Cost $55.27 Unrealized -20.8%
NEAR ISHARES U S ETF TR 2.4%
Value ($000) $5,323 Shares 107,314 Est. Cost $49.60 Unrealized
AIA ISHARES TR 2.2%
Value ($000) $4,868 Shares 78,659 Est. Cost $61.89 Unrealized
BIL SPDR SER TR 1.9%
Value ($000) $4,244 Shares 46,221 Est. Cost $91.51 Unrealized
SGOV ISHARES TR 1.8%
Value ($000) $4,135 Shares 41,112 Est. Cost $100.14 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $3,565 Shares 21,622 Est. Cost $103.01 Unrealized +41.2%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $3,222 Shares 29,383 Est. Cost $40.83 Unrealized +145.4%
JAAA JANUS DETROIT STR TR 1.3%
Value ($000) $2,978 Shares 60,154 Est. Cost $49.07 Unrealized
HYDB ISHARES TR 1.3%
Value ($000) $2,954 Shares 66,118 Est. Cost $44.67 Unrealized
SPYM SPDR SER TR 1.3%
Value ($000) $2,934 Shares 60,941 Est. Cost $39.35 Unrealized
FLRN SPDR SER TR 1.3%
Value ($000) $2,904 Shares 95,428 Est. Cost $30.33 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,886 Shares 19,957 Est. Cost $194.15 Unrealized
SPSB SPDR SER TR 1.3%
Value ($000) $2,849 Shares 96,154 Est. Cost $29.72 Unrealized
BIV VANGUARD BD INDEX FDS 1.2%
Value ($000) $2,766 Shares 36,050 Est. Cost $76.74 Unrealized
PJUL INNOVATOR ETFS TR 1.2%
Value ($000) $2,694 Shares 85,139 Est. Cost $29.43 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $2,523 Shares 6,163 Est. Cost $405.66 Unrealized
SPTM SPDR SER TR 1.1%
Value ($000) $2,447 Shares 48,518 Est. Cost $49.20 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $2,211 Shares 107,361 Est. Cost $20.94 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,186 Shares 7,581 Est. Cost $138.12 Unrealized +80.6%
UJUL INNOVATOR ETFS TR 0.9%
Value ($000) $2,033 Shares 75,171 Est. Cost $25.75 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,963 Shares 12,033 Est. Cost $77.89 Unrealized +90.6%
SPDW SPDR INDEX SHS FDS 0.9%
Value ($000) $1,957 Shares 60,943 Est. Cost $32.12 Unrealized
XLSR SSGA ACTIVE TR 0.8%
Value ($000) $1,883 Shares 46,910 Est. Cost $40.15 Unrealized
PLD PROLOGIS INC. 0.8%
Value ($000) $1,878 Shares 15,049 Est. Cost $103.57 Unrealized +8.1%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,715 Shares 11,066 Est. Cost $119.81 Unrealized +23.4%
BSEP INNOVATOR ETFS TR 0.8%
Value ($000) $1,695 Shares 52,770 Est. Cost $32.69 Unrealized
PDEC INNOVATOR ETFS TR 0.7%
Value ($000) $1,685 Shares 53,591 Est. Cost $31.45 Unrealized
ITB ISHARES TR 0.7%
Value ($000) $1,670 Shares 23,762 Est. Cost $70.29 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $1,645 Shares 5,127 Est. Cost $366.30 Unrealized
PAUG INNOVATOR ETFS TR 0.7%
Value ($000) $1,486 Shares 50,378 Est. Cost $27.91 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,438 Shares 7,044 Est. Cost $193.34 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,413 Shares 4,789 Est. Cost $185.38 Unrealized +53.5%
PECO PHILLIPS EDISON & CO INC 0.6%
Value ($000) $1,372 Shares 42,050 Est. Cost $34.38 Unrealized
PMAY INNOVATOR ETFS TR 0.6%
Value ($000) $1,356 Shares 47,058 Est. Cost $27.34 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,300 Shares 4,681 Est. Cost $16.65 Unrealized +29.8%
USTB VICTORY PORTFOLIOS II 0.6%
Value ($000) $1,298 Shares 26,465 Est. Cost $51.33 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $1,281 Shares 12,348 Est. Cost $107.68 Unrealized -11.6%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,244 Shares 12,537 Est. Cost $76.10 Unrealized +30.7%
DE DEERE & CO 0.6%
Value ($000) $1,240 Shares 3,002 Est. Cost $282.42 Unrealized +40.6%
CDNS CADENCE DESIGN SYSTEM INC 0.5%
Value ($000) $1,223 Shares 5,823 Est. Cost $108.65 Unrealized +74.1%
GBIL GOLDMAN SACHS ETF TR 0.5%
Value ($000) $1,182 Shares 11,807 Est. Cost $100.14 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,095 Shares 33,860 Est. Cost $30.91 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,033 Shares 18,924 Est. Cost $61.09 Unrealized
BJUN INNOVATOR ETFS TR 0.5%
Value ($000) $1,014 Shares 31,688 Est. Cost $32.45 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,003 Shares 13,014 Est. Cost $63.94 Unrealized +10.5%
ITOT ISHARES TR 0.4%
Value ($000) $996 Shares 11,000 Est. Cost $102.11 Unrealized
V VISA INC 0.4%
Value ($000) $972 Shares 4,309 Est. Cost $176.73 Unrealized +23.3%
EMXC ISHARES INC 0.4%
Value ($000) $964 Shares 19,540 Est. Cost $49.33 Unrealized
GIS GENERAL MLS INC 0.4%
Value ($000) $916 Shares 10,719 Est. Cost $41.26 Unrealized +74.4%
OCTW AIM ETF PRODUCTS TRUST 0.4%
Value ($000) $911 Shares 31,286 Est. Cost $27.83 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $902 Shares 4,722 Est. Cost $143.33 Unrealized +23.3%
CSCO CISCO SYS INC 0.4%
Value ($000) $900 Shares 17,215 Est. Cost $50.13 Unrealized -10.5%
MLPX GLOBAL X FDS 0.4%
Value ($000) $895 Shares 22,400 Est. Cost $39.20 Unrealized
CDW CDW CORP 0.4%
Value ($000) $890 Shares 4,565 Est. Cost $97.84 Unrealized +93.4%
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $889 Shares 2,307 Est. Cost $302.29 Unrealized
INTERPUBLIC GROUP COS INC 0.4%
Value ($000) $876 Shares 23,512 Est. Cost $24.91 Unrealized +28.8%
GWW GRAINGER W W INC 0.4%
Value ($000) $868 Shares 1,260 Est. Cost $300.40 Unrealized +106.9%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $864 Shares 2,505 Est. Cost $394.19 Unrealized -12.8%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $822 Shares 1,787 Est. Cost $440.54 Unrealized +3.3%
ALGM ALLEGRO MICROSYSTEMS INC 0.4%
Value ($000) $814 Shares 16,956 Est. Cost $40.69 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $811 Shares 4,112 Est. Cost $151.17 Unrealized +12.8%
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $799 Shares 23,401 Est. Cost $34.13 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value ($000) $792 Shares 9,457 Est. Cost $63.99 Unrealized +16.1%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $785 Shares 2,748 Est. Cost $165.60 Unrealized +57.8%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $778 Shares 5,230 Est. Cost $106.23 Unrealized +25.4%
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $754 Shares 15,420 Est. Cost $48.92 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $750 Shares 16,612 Est. Cost $45.17 Unrealized
RRX REGAL REXNORD CORPORATION 0.3%
Value ($000) $741 Shares 5,267 Est. Cost $86.66 Unrealized +67.1%
PNOV INNOVATOR ETFS TR 0.3%
Value ($000) $741 Shares 23,310 Est. Cost $31.80 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $733 Shares 9,577 Est. Cost $82.39 Unrealized
POCT INNOVATOR ETFS TR 0.3%
Value ($000) $723 Shares 22,871 Est. Cost $30.07 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $714 Shares 14,273 Est. Cost $47.13 Unrealized 0.0%
NJUL INNOVATOR ETFS TR 0.3%
Value ($000) $709 Shares 14,792 Est. Cost $42.04 Unrealized
TE CONNECTIVITY LTD 0.3%
Value ($000) $707 Shares 5,390 Est. Cost $127.01 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $700 Shares 4,205 Est. Cost $111.05 Unrealized +43.2%
SPSM SPDR SER TR 0.3%
Value ($000) $692 Shares 18,314 Est. Cost $71.44 Unrealized
SPEU SPDR INDEX SHS FDS 0.3%
Value ($000) $690 Shares 18,134 Est. Cost $38.03 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $688 Shares 9,871 Est. Cost $41.99 Unrealized +45.5%
IJR ISHARES TR 0.3%
Value ($000) $686 Shares 7,092 Est. Cost $104.29 Unrealized
HUM HUMANA INC 0.3%
Value ($000) $684 Shares 1,409 Est. Cost $469.46 Unrealized +1.9%
TPR TAPESTRY INC 0.3%
Value ($000) $678 Shares 15,721 Est. Cost $34.28 Unrealized +15.7%
PIONEER NAT RES CO 0.3%
Value ($000) $670 Shares 3,278 Est. Cost $160.50 Unrealized
CSX CSX CORP 0.3%
Value ($000) $663 Shares 22,147 Est. Cost $29.47 Unrealized 0.0%
CROX CROCS INC 0.3%
Value ($000) $661 Shares 5,230 Est. Cost $120.82 Unrealized 0.0%
BMAY INNOVATOR ETFS TR 0.3%
Value ($000) $654 Shares 21,650 Est. Cost $28.71 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $651 Shares 8,762 Est. Cost $53.62 Unrealized +40.2%
IJK ISHARES TR 0.3%
Value ($000) $636 Shares 8,888 Est. Cost $155.22 Unrealized
DECW AIM ETF PRODUCTS TRUST 0.3%
Value ($000) $635 Shares 24,866 Est. Cost $24.41 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $630 Shares 13,856 Est. Cost $33.53 Unrealized +33.4%
DMAR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $623 Shares 20,185 Est. Cost $30.16 Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $616 Shares 4,588 Est. Cost $98.30 Unrealized +18.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $614 Shares 16,207 Est. Cost $36.43 Unrealized -4.9%
DFEB FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $612 Shares 18,197 Est. Cost $33.33 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $612 Shares 20,618 Est. Cost $29.46 Unrealized
BWA BORGWARNER INC 0.3%
Value ($000) $596 Shares 12,146 Est. Cost $39.79 Unrealized 0.0%
IRM IRON MTN INC DEL 0.3%
Value ($000) $592 Shares 11,195 Est. Cost $41.03 Unrealized +15.1%
EATON VANCE TAX-MANAGED BUY- 0.3%
Value ($000) $568 Shares 44,945 Est. Cost $14.74 Unrealized
FISV FISERV INC 0.3%
Value ($000) $564 Shares 4,992 Est. Cost $102.09 Unrealized +7.7%
FXN FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $556 Shares 35,823 Est. Cost $12.97 Unrealized
CI THE CIGNA GROUP 0.2%
Value ($000) $542 Shares 2,121 Est. Cost $229.60 Unrealized +20.3%
FXZ FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $533 Shares 8,163 Est. Cost $57.33 Unrealized
BBY BEST BUY INC 0.2%
Value ($000) $528 Shares 6,751 Est. Cost $58.36 Unrealized +22.4%
FISR SSGA ACTIVE TR 0.2%
Value ($000) $517 Shares 19,607 Est. Cost $26.36 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $517 Shares 6,288 Est. Cost $82.15 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $503 Shares 3,051 Est. Cost $107.90 Unrealized +48.3%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $488 Shares 2,730 Est. Cost $100.02 Unrealized +72.2%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $486 Shares 12,335 Est. Cost $48.00 Unrealized 0.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $471 Shares 4,557 Est. Cost $123.01 Unrealized -21.5%
OZ BELPOINTE PREP LLC 0.2%
Value ($000) $469 Shares 4,996 Est. Cost $100.11 Unrealized -3.9%
WDAY WORKDAY INC 0.2%
Value ($000) $466 Shares 2,258 Est. Cost $157.15 Unrealized +15.8%
ASPEN TECHNOLOGY INC 0.2%
Value ($000) $465 Shares 2,031 Est. Cost $183.65 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $464 Shares 10,560 Est. Cost $43.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $458 Shares 1,482 Est. Cost $238.58 Unrealized +29.2%
HALO HALOZYME THERAPEUTICS INC 0.2%
Value ($000) $457 Shares 11,974 Est. Cost $46.91 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $455 Shares 9,783 Est. Cost $46.55 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $451 Shares 2,270 Est. Cost $229.49 Unrealized -6.9%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $448 Shares 8,062 Est. Cost $56.69 Unrealized
IGE ISHARES TR 0.2%
Value ($000) $446 Shares 11,392 Est. Cost $39.17 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $441 Shares 12,922 Est. Cost $40.16 Unrealized -7.1%
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $439 Shares 11,754 Est. Cost $43.10 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $438 Shares 5,591 Est. Cost $67.62 Unrealized +2.6%
DGRW WISDOMTREE TR 0.2%
Value ($000) $435 Shares 6,974 Est. Cost $65.51 Unrealized
DAR DARLING INGREDIENTS INC 0.2%
Value ($000) $434 Shares 7,436 Est. Cost $69.12 Unrealized -9.1%
HASI HANNON ARMSTRONG SUST INFR C 0.2%
Value ($000) $423 Shares 14,791 Est. Cost $23.47 Unrealized +12.8%
IVV ISHARES TR 0.2%
Value ($000) $420 Shares 1,022 Est. Cost $309.96 Unrealized
BAUG INNOVATOR ETFS TR 0.2%
Value ($000) $413 Shares 13,075 Est. Cost $30.31 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $400 Shares 12,921 Est. Cost $113.20 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $387 Shares 4,631 Est. Cost $80.77 Unrealized
QTJL INNOVATOR ETFS TR 0.2%
Value ($000) $383 Shares 16,239 Est. Cost $26.34 Unrealized
ILCG ISHARES TR 0.2%
Value ($000) $373 Shares 6,745 Est. Cost $156.37 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $369 Shares 2,383 Est. Cost $155.03 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $357 Shares 11,445 Est. Cost $31.22 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $352 Shares 2,334 Est. Cost $152.54 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $341 Shares 2,163 Est. Cost $151.65 Unrealized -0.4%
SPTL SPDR SER TR 0.1%
Value ($000) $334 Shares 10,832 Est. Cost $30.88 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $332 Shares 9,177 Est. Cost $36.11 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $325 Shares 1,593 Est. Cost $215.39 Unrealized -12.0%
FTXG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $320 Shares 11,897 Est. Cost $27.00 Unrealized
BFEB INNOVATOR ETFS TR 0.1%
Value ($000) $319 Shares 9,972 Est. Cost $31.99 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $318 Shares 2,289 Est. Cost $121.77 Unrealized +2.7%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $318 Shares 1,274 Est. Cost $257.17 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $316 Shares 4,347 Est. Cost $86.60 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $314 Shares 2,364 Est. Cost $141.68 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $311 Shares 1,696 Est. Cost $183.22 Unrealized
KJUL INNOVATOR ETFS TR 0.1%
Value ($000) $310 Shares 12,510 Est. Cost $26.11 Unrealized
FTXN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $310 Shares 11,476 Est. Cost $26.97 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $300 Shares 1,273 Est. Cost $256.09 Unrealized
BJAN INNOVATOR ETFS TR 0.1%
Value ($000) $295 Shares 8,396 Est. Cost $35.48 Unrealized
BJUL INNOVATOR ETFS TR 0.1%
Value ($000) $294 Shares 9,007 Est. Cost $29.20 Unrealized
BDEC INNOVATOR ETFS TR 0.1%
Value ($000) $292 Shares 8,625 Est. Cost $34.44 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $288 Shares 12,807 Est. Cost $22.52 Unrealized
WMT WALMART INC 0.1%
Value ($000) $286 Shares 1,943 Est. Cost $36.17 Unrealized +26.6%
SPYD SPDR SER TR 0.1%
Value ($000) $286 Shares 7,525 Est. Cost $39.57 Unrealized
BAPR INNOVATOR ETFS TR 0.1%
Value ($000) $275 Shares 8,207 Est. Cost $32.42 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $268 Shares 3,958 Est. Cost $65.96 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $267 Shares 734 Est. Cost $243.62 Unrealized +46.7%
PFEB INNOVATOR ETFS TR 0.1%
Value ($000) $259 Shares 8,867 Est. Cost $29.23 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $258 Shares 1,916 Est. Cost $106.44 Unrealized +10.5%
UAPR INNOVATOR ETFS TR 0.1%
Value ($000) $254 Shares 10,188 Est. Cost $24.28 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $251 Shares 11,700 Est. Cost $20.26 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $245 Shares 3,931 Est. Cost $41.76 Unrealized +41.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $231 Shares 8,908 Est. Cost $24.12 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $230 Shares 16,173 Est. Cost $14.22 Unrealized
ASH ASHLAND INC 0.1%
Value ($000) $225 Shares 2,190 Est. Cost $92.92 Unrealized +4.8%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $218 Shares 3,514 Est. Cost $56.88 Unrealized
FTXH FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $214 Shares 8,215 Est. Cost $26.10 Unrealized
OVV OVINTIV INC 0.1%
Value ($000) $211 Shares 5,850 Est. Cost $51.18 Unrealized -13.8%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $211 Shares 12,042 Est. Cost $15.18 Unrealized +0.4%
SHEL SHELL PLC 0.1%
Value ($000) $208 Shares 3,610 Est. Cost $56.95 Unrealized
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $132 Shares 26,477 Est. Cost $5.55 Unrealized
CORNERSTONE TOTAL RETURN FD 0.1%
Value ($000) $116 Shares 15,679 Est. Cost $10.30 Unrealized
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $37 Shares 10,174 Est. Cost $11.21 Unrealized -65.7%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 15,000 Est. Cost $0.13 Unrealized