Welch Group, LLC Diversified Active

Location: Birmingham, AL

CIK: 0001443095 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 21, 2022

Total Value: $1.639B (100.0% shares, 0.0% debt)

Holdings (201)

SFBS SERVISFIRST BANCSHARES INC 6.7%
Value $109M Shares 1,386,537 Est. Cost $33.22 Unrealized +129.4%
MSFT MICROSOFT CORP 3.5%
Value $57.08M Shares 222,258 Est. Cost $78.58 Unrealized +235.2%
ABBV ABBVIE INC 3.5%
Value $56.8M Shares 370,861 Est. Cost $45.38 Unrealized +195.5%
CVX CHEVRON CORP NEW 3.2%
Value $52.88M Shares 365,263 Est. Cost $76.67 Unrealized +86.1%
AAPL APPLE INC 3.1%
Value $51.45M Shares 376,349 Est. Cost $96.68 Unrealized +53.7%
XOM EXXON MOBIL CORP 3.1%
Value $51.03M Shares 595,912 Est. Cost $47.36 Unrealized +68.0%
SO SOUTHERN CO 3.1%
Value $50.57M Shares 709,180 Est. Cost $35.45 Unrealized +81.4%
AJG GALLAGHER ARTHUR J & CO 3.0%
Value $49.07M Shares 300,950 Est. Cost $41.80 Unrealized +283.2%
JNJ JOHNSON & JOHNSON 3.0%
Value $48.74M Shares 274,587 Est. Cost $94.96 Unrealized +68.4%
LMT LOCKHEED MARTIN CORP 2.9%
Value $47.28M Shares 109,971 Est. Cost $172.10 Unrealized +131.2%
NEE NEXTERA ENERGY INC 2.9%
Value $47.2M Shares 609,328 Est. Cost $55.68 Unrealized +23.6%
GIS GENERAL MLS INC 2.9%
Value $47.07M Shares 623,817 Est. Cost $38.48 Unrealized +60.7%
PEP PEPSICO INC 2.9%
Value $46.75M Shares 280,508 Est. Cost $79.90 Unrealized +87.5%
RTX RAYTHEON TECHNOLOGIES CORP 2.8%
Value $45.81M Shares 476,648 Est. Cost $56.13 Unrealized +57.7%
MCD MCDONALDS CORP 2.8%
Value $45.51M Shares 184,342 Est. Cost $111.70 Unrealized +102.6%
IBM INTERNATIONAL BUSINESS MACHS 2.7%
Value $44.11M Shares 312,411 Est. Cost $99.57 Unrealized +18.0%
CL COLGATE PALMOLIVE CO 2.7%
Value $44.01M Shares 549,186 Est. Cost $57.14 Unrealized +25.7%
HD HOME DEPOT INC 2.7%
Value $43.99M Shares 160,404 Est. Cost $133.84 Unrealized +101.0%
ED CONSOLIDATED EDISON INC 2.6%
Value $43.15M Shares 453,727 Est. Cost $51.96 Unrealized +61.7%
PG PROCTER AND GAMBLE CO 2.6%
Value $43.12M Shares 299,872 Est. Cost $70.66 Unrealized +94.3%
CINF CINCINNATI FINL CORP 2.6%
Value $42.87M Shares 360,296 Est. Cost $49.93 Unrealized +131.2%
PFE PFIZER INC 2.6%
Value $42.47M Shares 810,010 Est. Cost $35.32 Unrealized +18.9%
PAYX PAYCHEX INC 2.6%
Value $42.44M Shares 372,719 Est. Cost $37.27 Unrealized +202.9%
KMB KIMBERLY-CLARK CORP 2.4%
Value $39.44M Shares 291,843 Est. Cost $86.37 Unrealized +32.9%
QCOM QUALCOMM INC 2.3%
Value $38.08M Shares 298,119 Est. Cost $81.43 Unrealized +53.4%
VZ VERIZON COMMUNICATIONS INC 2.3%
Value $37.19M Shares 732,703 Est. Cost $33.45 Unrealized +19.9%
EMR EMERSON ELEC CO 2.2%
Value $36.3M Shares 456,404 Est. Cost $51.09 Unrealized +60.3%
UNILEVER PLC 2.1%
Value $34.22M Shares 746,765 Est. Cost $48.75 Unrealized
TFC TRUIST FINL CORP 2.1%
Value $33.83M Shares 713,186 Est. Cost $40.67 Unrealized +0.3%
INTC INTEL CORP 2.0%
Value $33.02M Shares 882,763 Est. Cost $32.16 Unrealized +26.3%
JPM JPMORGAN CHASE & CO 1.9%
Value $31.2M Shares 277,090 Est. Cost $124.10 Unrealized -8.9%
KO COCA COLA CO 0.8%
Value $13.83M Shares 219,877 Est. Cost $38.74 Unrealized +46.5%
VOO VANGUARD INDEX FDS 0.5%
Value $8.263M Shares 23,821 Est. Cost $309.25 Unrealized
CAT CATERPILLAR INC 0.4%
Value $5.747M Shares 32,151 Est. Cost $134.97 Unrealized +46.2%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $5.601M Shares 72,741 Est. Cost $49.58 Unrealized +31.0%
T AT&T INC 0.3%
Value $5.571M Shares 265,771 Est. Cost $15.16 Unrealized +7.5%
GOOGL ALPHABET INC 0.3%
Value $5.302M Shares 2,433 Est. Cost $92.60 Unrealized +26.2%
ABT ABBOTT LABS 0.3%
Value $5.032M Shares 46,317 Est. Cost $81.94 Unrealized +29.5%
GL GLOBE LIFE INC 0.3%
Value $4.97M Shares 50,986 Est. Cost $87.49 Unrealized +8.8%
DE DEERE & CO 0.3%
Value $4.937M Shares 16,486 Est. Cost $235.43 Unrealized +48.5%
AMZN AMAZON COM INC 0.3%
Value $4.488M Shares 42,260 Est. Cost $126.01 Unrealized -0.7%
CSCO CISCO SYS INC 0.3%
Value $4.449M Shares 104,350 Est. Cost $36.16 Unrealized +18.4%
BIL SPDR SER TR 0.3%
Value $4.407M Shares 48,168 Est. Cost $91.49 Unrealized
V VISA INC 0.2%
Value $4.039M Shares 20,515 Est. Cost $168.06 Unrealized +19.6%
DG DOLLAR GEN CORP NEW 0.2%
Value $3.99M Shares 16,256 Est. Cost $174.61 Unrealized +25.4%
NVDA NVIDIA CORPORATION 0.2%
Value $3.827M Shares 25,245 Est. Cost $17.99 Unrealized +4.7%
BX BLACKSTONE INC 0.2%
Value $3.554M Shares 38,952 Est. Cost $66.58 Unrealized +44.3%
VMC VULCAN MATLS CO 0.2%
Value $3.551M Shares 24,992 Est. Cost $116.45 Unrealized +37.7%
TGT TARGET CORP 0.2%
Value $3.351M Shares 23,726 Est. Cost $146.02 Unrealized +16.5%
ORCL ORACLE CORP 0.2%
Value $3.325M Shares 47,583 Est. Cost $62.30 Unrealized +12.1%
IVV ISHARES TR 0.2%
Value $3.289M Shares 8,674 Est. Cost $444.01 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $3.275M Shares 11,027 Est. Cost $254.51 Unrealized +11.4%
DIS DISNEY WALT CO 0.2%
Value $3.271M Shares 34,647 Est. Cost $132.22 Unrealized -18.0%
MA MASTERCARD INCORPORATED 0.2%
Value $3.193M Shares 10,122 Est. Cost $293.33 Unrealized +15.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value $3.189M Shares 11,485 Est. Cost $251.01 Unrealized +13.4%
SHW SHERWIN WILLIAMS CO 0.2%
Value $2.999M Shares 13,393 Est. Cost $252.26 Unrealized -1.6%
SYK STRYKER CORPORATION 0.2%
Value $2.945M Shares 14,802 Est. Cost $193.08 Unrealized +17.0%
TJX TJX COS INC NEW 0.2%
Value $2.936M Shares 52,573 Est. Cost $59.06 Unrealized -2.8%
MRK MERCK & CO INC 0.2%
Value $2.646M Shares 29,027 Est. Cost $64.55 Unrealized +22.7%
BAC BK OF AMERICA CORP 0.1%
Value $2.436M Shares 78,244 Est. Cost $20.91 Unrealized +56.6%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $2.278M Shares 121,506 Est. Cost $11.41 Unrealized +54.1%
SYNOVUS FINL CORP 0.1%
Value $2.247M Shares 62,340 Est. Cost $20.59 Unrealized
LLY LILLY ELI & CO 0.1%
Value $2.086M Shares 6,434 Est. Cost $139.37 Unrealized +108.7%
PM PHILIP MORRIS INTL INC 0.1%
Value $1.948M Shares 19,728 Est. Cost $59.54 Unrealized +43.4%
AFL AFLAC INC 0.1%
Value $1.928M Shares 34,837 Est. Cost $50.98 Unrealized +6.7%
AXP AMERICAN EXPRESS CO 0.1%
Value $1.816M Shares 13,101 Est. Cost $95.46 Unrealized +65.1%
WMT WALMART INC 0.1%
Value $1.779M Shares 14,635 Est. Cost $37.44 Unrealized +17.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value $1.709M Shares 15,936 Est. Cost $75.78 Unrealized +25.9%
MO ALTRIA GROUP INC 0.1%
Value $1.581M Shares 37,840 Est. Cost $30.41 Unrealized +26.5%
AON AON PLC 0.1%
Value $1.534M Shares 5,690 Est. Cost $191.78 Unrealized +46.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $1.326M Shares 2,770 Est. Cost $80.89 Unrealized +435.0%
GGG GRACO INC 0.1%
Value $1.271M Shares 21,391 Est. Cost $66.70 Unrealized -10.2%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.1%
Value $1.235M Shares 40,916 Est. Cost $36.82 Unrealized -16.4%
NVS NOVARTIS AG 0.1%
Value $1.146M Shares 13,557 Est. Cost $79.09 Unrealized
GOOG ALPHABET INC 0.1%
Value $1.142M Shares 522 Est. Cost $106.88 Unrealized +9.7%
WELL WELLTOWER INC 0.1%
Value $1.117M Shares 13,563 Est. Cost $59.38 Unrealized +36.7%
GPC GENUINE PARTS CO 0.1%
Value $1.084M Shares 8,149 Est. Cost $84.56 Unrealized +42.3%
GLD SPDR GOLD TR 0.1%
Value $1.021M Shares 6,063 Est. Cost $151.59 Unrealized
D DOMINION ENERGY INC 0.1%
Value $941K Shares 11,789 Est. Cost $53.96 Unrealized +28.5%
WM WASTE MGMT INC DEL 0.1%
Value $906K Shares 5,925 Est. Cost $107.05 Unrealized +38.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $888K Shares 36,457 Est. Cost $26.51 Unrealized
MMM 3M CO 0.1%
Value $863K Shares 6,665 Est. Cost $98.35 Unrealized +7.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value $858K Shares 2,274 Est. Cost $324.72 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $843K Shares 13,581 Est. Cost $47.61 Unrealized +20.2%
DEO DIAGEO PLC 0.1%
Value $828K Shares 4,757 Est. Cost $127.53 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value $785K Shares 4,569 Est. Cost $117.15 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $757K Shares 4,929 Est. Cost $122.87 Unrealized +22.9%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $741K Shares 164,031 Est. Cost $6.14 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $732K Shares 5,595 Est. Cost $85.50 Unrealized +46.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $729K Shares 7,600 Est. Cost $60.30 Unrealized +43.7%
QQQ INVESCO QQQ TR 0.0%
Value $667K Shares 2,380 Est. Cost $337.78 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value $664K Shares 53,227 Est. Cost $11.55 Unrealized +22.1%
COP CONOCOPHILLIPS 0.0%
Value $658K Shares 7,324 Est. Cost $46.36 Unrealized +94.0%
RY ROYAL BK CDA 0.0%
Value $621K Shares 6,415 Est. Cost $75.51 Unrealized +35.4%
OKE ONEOK INC NEW 0.0%
Value $576K Shares 10,380 Est. Cost $37.97 Unrealized +40.7%
VO VANGUARD INDEX FDS 0.0%
Value $569K Shares 2,890 Est. Cost $253.29 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $565K Shares 7,990 Est. Cost $20.74 Unrealized +210.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $565K Shares 5,560 Est. Cost $87.65 Unrealized
YUM YUM BRANDS INC 0.0%
Value $564K Shares 4,971 Est. Cost $54.81 Unrealized +97.8%
CB CHUBB LIMITED 0.0%
Value $564K Shares 2,869 Est. Cost $121.96 Unrealized +60.9%
DOW DOW INC 0.0%
Value $516K Shares 10,007 Est. Cost $48.63 Unrealized +6.5%
COST COSTCO WHSL CORP NEW 0.0%
Value $514K Shares 1,072 Est. Cost $478.70 Unrealized +1.3%
WFC WELLS FARGO CO NEW 0.0%
Value $509K Shares 12,986 Est. Cost $37.56 Unrealized +6.4%
HON HONEYWELL INTL INC 0.0%
Value $500K Shares 2,879 Est. Cost $178.26 Unrealized -6.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $499K Shares 3,164 Est. Cost $126.41 Unrealized +15.1%
REAVES UTIL INCOME FD 0.0%
Value $494K Shares 15,928 Est. Cost $32.75 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $492K Shares 2,164 Est. Cost $139.70 Unrealized +62.1%
KHC KRAFT HEINZ CO 0.0%
Value $486K Shares 12,748 Est. Cost $29.95 Unrealized +12.1%
PRA PROASSURANCE CORP 0.0%
Value $483K Shares 20,456 Est. Cost $48.70 Unrealized -51.8%
IJR ISHARES TR 0.0%
Value $472K Shares 5,106 Est. Cost $102.06 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value $453K Shares 2,570 Est. Cost $225.92 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $451K Shares 3,045 Est. Cost $92.52 Unrealized
META META PLATFORMS INC 0.0%
Value $434K Shares 2,692 Est. Cost $209.71 Unrealized -8.6%
DVY ISHARES TR 0.0%
Value $418K Shares 3,553 Est. Cost $99.80 Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value $409K Shares 5,000 Est. Cost $104.00 Unrealized
IVW ISHARES TR 0.0%
Value $403K Shares 6,679 Est. Cost $91.69 Unrealized
IEX IDEX CORP 0.0%
Value $399K Shares 2,196 Est. Cost $186.85 Unrealized -3.8%
CXT CRANE HLDGS CO 0.0%
Value $394K Shares 4,500 Est. Cost $31.73 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value $392K Shares 4,234 Est. Cost $67.18 Unrealized +27.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $390K Shares 1,859 Est. Cost $101.71 Unrealized +99.1%
BLACKROCK INC 0.0%
Value $389K Shares 639 Est. Cost $774.38 Unrealized
IDA IDACORP INC 0.0%
Value $387K Shares 3,656 Est. Cost $106.45 Unrealized +1.5%
USB US BANCORP DEL 0.0%
Value $374K Shares 8,133 Est. Cost $35.47 Unrealized +18.1%
ETR ENTERGY CORP NEW 0.0%
Value $374K Shares 3,324 Est. Cost $30.55 Unrealized +68.6%
SBUX STARBUCKS CORP 0.0%
Value $371K Shares 4,860 Est. Cost $70.81 Unrealized -0.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $368K Shares 3,037 Est. Cost $66.93 Unrealized +72.3%
EFA ISHARES TR 0.0%
Value $361K Shares 5,774 Est. Cost $67.54 Unrealized
NKE NIKE INC 0.0%
Value $359K Shares 3,515 Est. Cost $131.49 Unrealized -15.4%
SJM SMUCKER J M CO 0.0%
Value $358K Shares 2,800 Est. Cost $101.24 Unrealized +16.3%
CLX CLOROX CO DEL 0.0%
Value $356K Shares 2,525 Est. Cost $162.85 Unrealized -22.3%
C CITIGROUP INC 0.0%
Value $355K Shares 7,712 Est. Cost $53.12 Unrealized -17.6%
SLV ISHARES SILVER TR 0.0%
Value $347K Shares 18,613 Est. Cost $14.50 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $346K Shares 6,794 Est. Cost $58.58 Unrealized
IHI ISHARES TR 0.0%
Value $334K Shares 6,630 Est. Cost $113.78 Unrealized
IJH ISHARES TR 0.0%
Value $330K Shares 1,460 Est. Cost $228.11 Unrealized
SYY SYSCO CORP 0.0%
Value $327K Shares 3,857 Est. Cost $68.29 Unrealized +10.9%
WHR WHIRLPOOL CORP 0.0%
Value $325K Shares 2,100 Est. Cost $192.46 Unrealized -9.6%
SHEL SHELL PLC 0.0%
Value $320K Shares 6,111 Est. Cost $54.87 Unrealized
UNP UNION PAC CORP 0.0%
Value $312K Shares 1,464 Est. Cost $214.04 Unrealized -2.5%
DVN DEVON ENERGY CORP NEW 0.0%
Value $310K Shares 5,624 Est. Cost $54.61 Unrealized 0.0%
FFWM FIRST FNDTN INC 0.0%
Value $306K Shares 14,956 Est. Cost $24.99 Unrealized -14.5%
BA BOEING CO 0.0%
Value $305K Shares 2,234 Est. Cost $232.18 Unrealized -36.5%
PCAR PACCAR INC 0.0%
Value $302K Shares 3,670 Est. Cost $48.76 Unrealized -0.4%
PSX PHILLIPS 66 0.0%
Value $302K Shares 3,685 Est. Cost $65.48 Unrealized +23.6%
XLE SELECT SECTOR SPDR TR 0.0%
Value $301K Shares 4,215 Est. Cost $46.60 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value $300K Shares 8,238 Est. Cost $46.56 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $300K Shares 19,628 Est. Cost $20.05 Unrealized
F FORD MTR CO DEL 0.0%
Value $299K Shares 26,821 Est. Cost $10.66 Unrealized -1.1%
XYL XYLEM INC 0.0%
Value $297K Shares 3,800 Est. Cost $95.79 Unrealized -17.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value $292K Shares 2,298 Est. Cost $152.06 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $283K Shares 7,474 Est. Cost $45.95 Unrealized
KELLOGG CO 0.0%
Value $280K Shares 3,926 Est. Cost $42.12 Unrealized +36.1%
MLI MUELLER INDS INC 0.0%
Value $280K Shares 5,250 Est. Cost $18.38 Unrealized +40.1%
GPN GLOBAL PMTS INC 0.0%
Value $279K Shares 2,520 Est. Cost $132.51 Unrealized -7.9%
ALB ALBEMARLE CORP 0.0%
Value $271K Shares 1,299 Est. Cost $111.68 Unrealized +90.3%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $270K Shares 2,200 Est. Cost $121.96 Unrealized +6.4%
AEROJET ROCKETDYNE HLDGS INC 0.0%
Value $262K Shares 6,461 Est. Cost $46.90 Unrealized
ETN EATON CORP PLC 0.0%
Value $259K Shares 2,056 Est. Cost $147.33 Unrealized -10.0%
STT STATE STR CORP 0.0%
Value $259K Shares 4,198 Est. Cost $66.07 Unrealized -5.8%
APD AIR PRODS & CHEMS INC 0.0%
Value $258K Shares 1,074 Est. Cost $202.33 Unrealized +9.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $257K Shares 2,444 Est. Cost $147.69 Unrealized -22.2%
NDAQ NASDAQ INC 0.0%
Value $252K Shares 1,649 Est. Cost $46.46 Unrealized +8.1%
SOUTHERN STS BANCSHARES INC 0.0%
Value $251K Shares 11,182 Est. Cost $19.59 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $251K Shares 4,540 Est. Cost $50.51 Unrealized +31.7%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $249K Shares 831 Est. Cost $235.21 Unrealized +41.7%
PPG PPG INDS INC 0.0%
Value $248K Shares 2,169 Est. Cost $77.35 Unrealized +49.5%
CMCSA COMCAST CORP NEW 0.0%
Value $248K Shares 6,329 Est. Cost $42.76 Unrealized -10.3%
GD GENERAL DYNAMICS CORP 0.0%
Value $246K Shares 1,113 Est. Cost $147.01 Unrealized +45.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $246K Shares 1,715 Est. Cost $151.31 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value $245K Shares 5,416 Est. Cost $55.58 Unrealized
TXT TEXTRON INC 0.0%
Value $244K Shares 4,000 Est. Cost $50.40 Unrealized +29.7%
IP INTERNATIONAL PAPER CO 0.0%
Value $242K Shares 5,796 Est. Cost $38.78 Unrealized +1.4%
COF CAPITAL ONE FINL CORP 0.0%
Value $242K Shares 2,327 Est. Cost $107.99 Unrealized +6.0%
NUE NUCOR CORP 0.0%
Value $239K Shares 2,292 Est. Cost $87.00 Unrealized +47.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value $235K Shares 1,008 Est. Cost $208.00 Unrealized +9.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $233K Shares 2,453 Est. Cost $98.26 Unrealized +5.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $233K Shares 2,997 Est. Cost $57.39 Unrealized +36.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value $232K Shares 3,675 Est. Cost $65.53 Unrealized 0.0%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $230K Shares 38,989 Est. Cost $8.45 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $227K Shares 1,450 Est. Cost $130.56 Unrealized +15.9%
GILD GILEAD SCIENCES INC 0.0%
Value $227K Shares 3,680 Est. Cost $58.14 Unrealized -7.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value $223K Shares 3,846 Est. Cost $91.31 Unrealized
BP PRUDHOE BAY RTY TR 0.0%
Value $223K Shares 10,899 Est. Cost $3.95 Unrealized
IRM IRON MTN INC NEW 0.0%
Value $221K Shares 4,531 Est. Cost $40.95 Unrealized +11.8%
VGT VANGUARD WORLD FDS 0.0%
Value $219K Shares 670 Est. Cost $390.04 Unrealized
CSX CSX CORP 0.0%
Value $217K Shares 7,481 Est. Cost $30.21 Unrealized +2.4%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value $215K Shares 11,847 Est. Cost $20.84 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $214K Shares 3,686 Est. Cost $65.67 Unrealized -7.3%
CNH CNH INDL N V 0.0%
Value $214K Shares 18,500 Est. Cost $11.22 Unrealized +16.0%
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value $209K Shares 2,750 Est. Cost $77.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $201K Shares 369 Est. Cost $545.26 Unrealized -0.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $200K Shares 1,760 Est. Cost $113.64 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $197K Shares 18,100 Est. Cost $11.50 Unrealized -5.9%
PBT PERMIAN BASIN RTY TR 0.0%
Value $172K Shares 10,414 Est. Cost $5.76 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $160K Shares 11,893 Est. Cost $18.55 Unrealized 0.0%
ALAUNOS THERAPEUTICS INC 0.0%
Value $66,000 Shares 52,950 Est. Cost $2.35 Unrealized
ACIC UNITED INS HLDGS CORP 0.0%
Value $52,000 Shares 33,497 Est. Cost $3.79 Unrealized -49.3%
ABEV AMBEV SA 0.0%
Value $37,000 Shares 14,816 Est. Cost $2.50 Unrealized
GT BIOPHARMA INC 0.0%
Value $30,000 Shares 10,000 Est. Cost $6.70 Unrealized
WWR WESTWATER RES INC 0.0%
Value $14,000 Shares 13,143 Est. Cost $1.30 Unrealized 0.0%
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value $3,000 Shares 10,000 Est. Cost $0.40 Unrealized -18.0%