Wellington Shields & Co., LLC Diversified Active

CIK: 0001506073 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 12, 2021

Total Value ($000): $303,003 (100.0% shares, 0.0% debt)

Holdings (214)

ILMN ILLUMINA INC 9.5%
Value ($000) $28,667 Shares 60,579 Est. Cost $303.09 Unrealized +32.9%
PSNL PERSONALIS, INC 7.7%
Value ($000) $23,288 Shares 920,478 Est. Cost $9.87 Unrealized +131.8%
MSFT MICROSOFT CORPORATION 7.6%
Value ($000) $23,104 Shares 85,287 Est. Cost $115.16 Unrealized +112.5%
AAPL APPLE INC 4.5%
Value ($000) $13,626 Shares 99,488 Est. Cost $96.10 Unrealized +31.6%
SHOP SHOPIFY INC 2.1%
Value ($000) $6,298 Shares 4,311 Est. Cost $25.75 Unrealized +378.5%
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $6,131 Shares 39,417 Est. Cost $98.89 Unrealized +41.3%
DIS WALT DISNEY CO/THE 1.6%
Value ($000) $4,943 Shares 28,120 Est. Cost $104.98 Unrealized +67.4%
AMZN AMAZON.COM INC 1.6%
Value ($000) $4,827 Shares 1,403 Est. Cost $106.58 Unrealized +55.9%
HON HONEYWELL INTERNATIONAL 1.5%
Value ($000) $4,586 Shares 20,909 Est. Cost $143.23 Unrealized +34.2%
UNP UNION PACIFIC 1.3%
Value ($000) $3,963 Shares 18,020 Est. Cost $140.78 Unrealized +42.3%
IBM INTERNATIONAL BUSINESS MACHINE 1.3%
Value ($000) $3,895 Shares 26,573 Est. Cost $99.66 Unrealized +13.8%
BX BLACKSTONE GROUP INC. 1.3%
Value ($000) $3,803 Shares 39,145 Est. Cost $42.75 Unrealized +78.3%
RPRX ROYALTY PHARMA PLC 1.2%
Value ($000) $3,737 Shares 91,170 Est. Cost $42.43 Unrealized +0.3%
LLY LILLY ELI & CO 1.2%
Value ($000) $3,672 Shares 15,998 Est. Cost $107.55 Unrealized +78.4%
SPGI S&P GLOBAL INC 1.2%
Value ($000) $3,653 Shares 8,900 Est. Cost $246.86 Unrealized +49.8%
ABBV ABBVIE INC. 1.2%
Value ($000) $3,623 Shares 32,162 Est. Cost $67.47 Unrealized +40.4%
CVS CVS HEALTH CORPORATION 1.2%
Value ($000) $3,549 Shares 42,529 Est. Cost $53.31 Unrealized +32.2%
DUCKHORN PORTFOLIO INC 1.1%
Value ($000) $3,445 Shares 156,175 Est. Cost $22.06 Unrealized
APPHARVEST INC 1.1%
Value ($000) $3,211 Shares 200,696 Est. Cost $18.16 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $3,188 Shares 47,715 Est. Cost $45.19 Unrealized +19.3%
T AT&T INC 1.0%
Value ($000) $3,135 Shares 108,942 Est. Cost $16.94 Unrealized +0.3%
SII SPROTT INC NEW 1.0%
Value ($000) $3,107 Shares 79,000 Est. Cost $22.75 Unrealized +69.3%
PFE PFIZER INC 1.0%
Value ($000) $3,012 Shares 76,915 Est. Cost $25.27 Unrealized +22.6%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $2,933 Shares 52,345 Est. Cost $37.56 Unrealized +15.6%
BE BLOOM EMERGY CORP 1.0%
Value ($000) $2,906 Shares 108,156 Est. Cost $14.93 Unrealized +62.5%
GOOG ALPHABET INC-CL C 1.0%
Value ($000) $2,902 Shares 1,158 Est. Cost $63.00 Unrealized +87.8%
CASI PHARMACEUTICALS INC 0.9%
Value ($000) $2,841 Shares 1,832,769 Est. Cost $2.96 Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $2,809 Shares 24,229 Est. Cost $75.50 Unrealized +42.1%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,680 Shares 42,491 Est. Cost $52.04 Unrealized -3.9%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,478 Shares 15,044 Est. Cost $112.33 Unrealized +29.0%
EFX EQUIFAX INC 0.8%
Value ($000) $2,363 Shares 9,866 Est. Cost $132.13 Unrealized +63.7%
KMI KINDER MORGAN INC 0.7%
Value ($000) $2,075 Shares 113,849 Est. Cost $13.09 Unrealized +4.8%
GOOGL ALPHABET INC (A) 0.7%
Value ($000) $2,066 Shares 846 Est. Cost $53.87 Unrealized +115.2%
CAT CATERPILLAR 0.7%
Value ($000) $2,046 Shares 9,400 Est. Cost $136.33 Unrealized +55.4%
V VISA INC 0.7%
Value ($000) $2,045 Shares 8,746 Est. Cost $175.58 Unrealized +25.9%
MRK MERCK & CO 0.6%
Value ($000) $1,898 Shares 24,410 Est. Cost $61.17 Unrealized +4.9%
CMCSA COMCAST CORP 0.6%
Value ($000) $1,809 Shares 31,720 Est. Cost $32.04 Unrealized +53.1%
INTC INTEL CORP 0.6%
Value ($000) $1,793 Shares 31,935 Est. Cost $49.26 Unrealized +8.8%
FIS FIDELITY NATIONAL INFORMATION 0.6%
Value ($000) $1,778 Shares 12,551 Est. Cost $94.37 Unrealized +41.3%
PSN PARSONS CORP 0.6%
Value ($000) $1,771 Shares 45,000 Est. Cost $37.33 Unrealized +10.1%
CSCO CISCO SYSTEMS 0.6%
Value ($000) $1,675 Shares 31,596 Est. Cost $34.90 Unrealized +31.3%
BA BOEING CO 0.6%
Value ($000) $1,673 Shares 6,983 Est. Cost $289.24 Unrealized -16.4%
INTERPUBLIC GROUP 0.5%
Value ($000) $1,575 Shares 48,490 Est. Cost $26.88 Unrealized 0.0%
WM WASTE MGT. 0.5%
Value ($000) $1,568 Shares 11,189 Est. Cost $102.09 Unrealized +25.9%
KMX CARMAX INC. 0.5%
Value ($000) $1,561 Shares 12,090 Est. Cost $121.72 Unrealized +1.6%
CFG CITIZENS FINANCIAL GROUP INC 0.5%
Value ($000) $1,560 Shares 34,000 Est. Cost $28.00 Unrealized +38.5%
WY WEYERHAEUSER CO 0.5%
Value ($000) $1,536 Shares 44,620 Est. Cost $21.43 Unrealized +42.5%
PG PROCTER & GAMBLE COMPANY 0.5%
Value ($000) $1,518 Shares 11,252 Est. Cost $84.05 Unrealized +43.6%
CVX CHEVRON CORPORATION 0.5%
Value ($000) $1,436 Shares 13,709 Est. Cost $87.73 Unrealized -0.7%
C CITIGROUP INC 0.5%
Value ($000) $1,417 Shares 20,031 Est. Cost $52.36 Unrealized +19.8%
WPC W.P. CAREY INC. 0.5%
Value ($000) $1,398 Shares 18,734 Est. Cost $79.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.5%
Value ($000) $1,395 Shares 5,019 Est. Cost $214.99 Unrealized +30.0%
UEIC UNIVERSAL ELECTRONICS 0.5%
Value ($000) $1,373 Shares 28,317 Est. Cost $53.59 Unrealized -3.2%
PEP PEPSICO INC 0.5%
Value ($000) $1,371 Shares 9,250 Est. Cost $113.25 Unrealized +11.4%
NEM NEWMONT MINING 0.4%
Value ($000) $1,363 Shares 21,500 Est. Cost $38.62 Unrealized +50.0%
PM PHILIP MORRIS INTERNAT 0.4%
Value ($000) $1,328 Shares 13,400 Est. Cost $60.14 Unrealized +27.1%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,321 Shares 7,995 Est. Cost $110.64 Unrealized +33.7%
LMT LOCKHEED MARTIN 0.4%
Value ($000) $1,319 Shares 3,485 Est. Cost $324.81 Unrealized +4.2%
KEY KEYCORP 0.4%
Value ($000) $1,264 Shares 61,200 Est. Cost $15.23 Unrealized +13.5%
WMT WAL-MART STORES 0.4%
Value ($000) $1,232 Shares 8,735 Est. Cost $36.18 Unrealized +21.1%
DD DUPONT DE NEMOURS 0.4%
Value ($000) $1,227 Shares 15,855 Est. Cost $22.98 Unrealized +33.1%
DOW DOW INC 0.4%
Value ($000) $1,146 Shares 18,114 Est. Cost $36.45 Unrealized +40.1%
FCX FREEPORT MCMORAN INC 0.4%
Value ($000) $1,145 Shares 30,850 Est. Cost $12.62 Unrealized +189.6%
NVDA NVIDIA 0.4%
Value ($000) $1,143 Shares 1,429 Est. Cost $5.40 Unrealized +196.4%
META FACEBOOK INC 0.4%
Value ($000) $1,135 Shares 3,265 Est. Cost $184.65 Unrealized +72.5%
SO SOUTHERN CO 0.4%
Value ($000) $1,130 Shares 18,671 Est. Cost $48.90 Unrealized +10.0%
MMM 3M CO 0.4%
Value ($000) $1,126 Shares 5,667 Est. Cost $111.56 Unrealized +25.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,107 Shares 15,100 Est. Cost $61.89 Unrealized +7.5%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,097 Shares 5,073 Est. Cost $169.16 Unrealized +15.6%
CSX CSX CORP 0.4%
Value ($000) $1,068 Shares 33,300 Est. Cost $27.95 Unrealized +10.8%
GLW CORNING INC 0.3%
Value ($000) $1,050 Shares 25,670 Est. Cost $23.49 Unrealized +63.1%
ENB ENBRIDGE INC 0.3%
Value ($000) $1,049 Shares 26,205 Est. Cost $24.81 Unrealized +15.4%
AFL AFLAC INC. 0.3%
Value ($000) $1,039 Shares 19,356 Est. Cost $44.24 Unrealized +10.8%
BLACKROCK INC 0.3%
Value ($000) $1,015 Shares 1,160 Est. Cost $649.49 Unrealized
OKE ONEOK INC 0.3%
Value ($000) $992 Shares 17,820 Est. Cost $47.69 Unrealized -13.4%
EHC ENCOMPASS HEALTH CORPORATION 0.3%
Value ($000) $962 Shares 12,330 Est. Cost $61.82 Unrealized +2.5%
THVB THOMASVILLE BANCSHARES INC 0.3%
Value ($000) $958 Shares 14,094 Est. Cost $37.43 Unrealized +55.5%
KO COCA COLA 0.3%
Value ($000) $952 Shares 17,600 Est. Cost $44.37 Unrealized +6.5%
AMGN AMGEN 0.3%
Value ($000) $934 Shares 3,834 Est. Cost $183.11 Unrealized +16.0%
GIS GENERAL MILLS INC 0.3%
Value ($000) $912 Shares 14,973 Est. Cost $42.80 Unrealized +23.6%
PNC PNC FINANCIAL CORP 0.3%
Value ($000) $902 Shares 4,726 Est. Cost $114.54 Unrealized +38.6%
HD HOME DEPOT INC 0.3%
Value ($000) $875 Shares 2,745 Est. Cost $199.66 Unrealized +42.2%
GENERAL ELECTRIC CO 0.3%
Value ($000) $865 Shares 64,247 Est. Cost $14.24 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $844 Shares 17,704 Est. Cost $28.69 Unrealized +18.4%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $813 Shares 2,789 Est. Cost $176.86 Unrealized +49.0%
SPG SIMON PROPERTY GROUP INC REIT 0.3%
Value ($000) $792 Shares 6,070 Est. Cost $53.19 Unrealized +81.0%
SEIC SEI INVESTMENTS COMPANY 0.2%
Value ($000) $744 Shares 12,000 Est. Cost $57.17 Unrealized +2.2%
WST WEST PHARMACEUTICALS SVCS INC 0.2%
Value ($000) $718 Shares 2,000 Est. Cost $143.32 Unrealized +127.9%
BABA ALIBABA GROUP HOLDING LTD 0.2%
Value ($000) $693 Shares 3,055 Est. Cost $243.52 Unrealized
EMN EASTMAN CHEM CO 0.2%
Value ($000) $683 Shares 5,850 Est. Cost $61.58 Unrealized +64.9%
MDLZ MONDELEZ INTERNATIONAL 0.2%
Value ($000) $651 Shares 10,429 Est. Cost $46.52 Unrealized +17.4%
OXY OCCIDENTAL PETROLEUM 0.2%
Value ($000) $650 Shares 20,800 Est. Cost $28.81 Unrealized -12.2%
GM GENERAL MOTORS CO 0.2%
Value ($000) $646 Shares 10,920 Est. Cost $35.23 Unrealized +61.0%
RDVY FIRST TRUST RISING DIVIDEND AC 0.2%
Value ($000) $639 Shares 13,307 Est. Cost $46.16 Unrealized
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $637 Shares 2,400 Est. Cost $165.56 Unrealized +51.2%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.2%
Value ($000) $630 Shares 19,765 Est. Cost $36.15 Unrealized
AVGO BROADCOM LIMITED 0.2%
Value ($000) $620 Shares 1,300 Est. Cost $26.53 Unrealized +58.5%
CNC CENTENE CORP 0.2%
Value ($000) $620 Shares 8,500 Est. Cost $61.92 Unrealized +10.6%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $614 Shares 6,217 Est. Cost $71.64 Unrealized +17.1%
BP BP PLC SPONS ADR 0.2%
Value ($000) $602 Shares 22,796 Est. Cost $36.50 Unrealized
VIACOM CBS INC 0.2%
Value ($000) $591 Shares 13,084 Est. Cost $35.13 Unrealized
IRM IRON MOUNTAIN INC REIT 0.2%
Value ($000) $580 Shares 13,700 Est. Cost $27.32 Unrealized +26.9%
GILD GILEAD SCIENCES INC. 0.2%
Value ($000) $573 Shares 8,319 Est. Cost $52.23 Unrealized +6.9%
SSYS STRATASYS LTD 0.2%
Value ($000) $569 Shares 22,000 Est. Cost $19.92 Unrealized +14.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $566 Shares 6,632 Est. Cost $54.97 Unrealized +37.7%
FLO FLOWERS FOODS INC 0.2%
Value ($000) $558 Shares 23,075 Est. Cost $17.04 Unrealized +16.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $557 Shares 9,151 Est. Cost $47.16 Unrealized +0.1%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $542 Shares 2,605 Est. Cost $86.25 Unrealized +90.3%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $537 Shares 2,400 Est. Cost $97.49 Unrealized +110.3%
XBI SPDR S&P BIOTECH 0.2%
Value ($000) $528 Shares 3,900 Est. Cost $95.13 Unrealized
QQEW FT NASDAQ 100 EQUAL WEIGHTED 0.2%
Value ($000) $525 Shares 4,681 Est. Cost $112.16 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $519 Shares 2,247 Est. Cost $174.67 Unrealized +19.8%
FHN FIRST HORIZON NATIONAL CORP 0.2%
Value ($000) $518 Shares 30,000 Est. Cost $11.03 Unrealized +39.7%
CI CIGNA CORP 0.2%
Value ($000) $503 Shares 2,122 Est. Cost $167.70 Unrealized +37.0%
DGEAF DIAGEO 0.2%
Value ($000) $501 Shares 10,250 Est. Cost $35.26 Unrealized +19.2%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $476 Shares 3,719 Est. Cost $116.70 Unrealized
DVN DEVON ENERGY 0.2%
Value ($000) $473 Shares 16,199 Est. Cost $15.93 Unrealized +27.1%
ZTS ZOETIS INC 0.2%
Value ($000) $471 Shares 2,527 Est. Cost $118.09 Unrealized +41.0%
DTE D T E ENERGY CO 0.1%
Value ($000) $454 Shares 3,500 Est. Cost $87.47 Unrealized +14.5%
SMG SCOTTS MIRACLE-GRO 0.1%
Value ($000) $438 Shares 2,280 Est. Cost $66.79 Unrealized +176.0%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $435 Shares 7,200 Est. Cost $53.41 Unrealized +11.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $422 Shares 2,950 Est. Cost $72.86 Unrealized +67.7%
TRN TRINITY INDS INC. 0.1%
Value ($000) $417 Shares 15,500 Est. Cost $16.06 Unrealized +46.0%
APOLLO GLOBAL MANAGEMENT INC 0.1%
Value ($000) $412 Shares 6,630 Est. Cost $38.57 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $401 Shares 795 Est. Cost $429.67 Unrealized +8.5%
TPICQ TPI COMPOSITES, INC. 0.1%
Value ($000) $400 Shares 8,258 Est. Cost $44.24 Unrealized +11.1%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $396 Shares 1,824 Est. Cost $151.83 Unrealized +24.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $394 Shares 12,300 Est. Cost $30.33 Unrealized -8.4%
STE STERIS CORP 0.1%
Value ($000) $392 Shares 1,900 Est. Cost $141.99 Unrealized +36.1%
TE CONNECTIVITY LTD 0.1%
Value ($000) $389 Shares 2,880 Est. Cost $82.92 Unrealized
UFI UNIFI INC 0.1%
Value ($000) $388 Shares 15,917 Est. Cost $24.14 Unrealized +10.6%
CIEN CIENA CORPORATION 0.1%
Value ($000) $384 Shares 6,750 Est. Cost $55.12 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $384 Shares 2,700 Est. Cost $51.23 Unrealized +151.5%
CNSWF CONSTELLATION SOFTWARE 0.1%
Value ($000) $375 Shares 247 Est. Cost $1061.27 Unrealized +37.9%
MET METLIFE INC 0.1%
Value ($000) $374 Shares 6,245 Est. Cost $30.46 Unrealized +80.8%
COST COSTCO WHOLESALE 0.1%
Value ($000) $366 Shares 925 Est. Cost $317.91 Unrealized +12.9%
HPQ H P INC 0.1%
Value ($000) $344 Shares 11,400 Est. Cost $15.31 Unrealized +77.5%
PIONEER NATURAL RESOURCES 0.1%
Value ($000) $341 Shares 2,100 Est. Cost $134.94 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $339 Shares 4,295 Est. Cost $69.72 Unrealized 0.0%
NVGS NAVIGATOR HOLDINGS 0.1%
Value ($000) $338 Shares 30,849 Est. Cost $10.01 Unrealized +2.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $334 Shares 4,150 Est. Cost $33.13 Unrealized +128.4%
EOG EOG RESOURCES 0.1%
Value ($000) $334 Shares 4,000 Est. Cost $50.41 Unrealized +24.7%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $330 Shares 24,274 Est. Cost $10.91 Unrealized +12.4%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $324 Shares 477 Est. Cost $217.09 Unrealized 0.0%
SDVY FIRST TRUST SMID CAP RISING DI 0.1%
Value ($000) $322 Shares 11,060 Est. Cost $29.11 Unrealized
GME GAMESTOP 0.1%
Value ($000) $321 Shares 1,500 Est. Cost $29.52 Unrealized +64.3%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $321 Shares 2,400 Est. Cost $108.78 Unrealized +3.3%
SYY SYSCO CORP 0.1%
Value ($000) $320 Shares 4,117 Est. Cost $45.33 Unrealized +57.3%
BDX BECTON DICKINSON 0.1%
Value ($000) $317 Shares 1,303 Est. Cost $166.54 Unrealized +33.4%
SBUX STARBUCKS 0.1%
Value ($000) $315 Shares 2,819 Est. Cost $67.09 Unrealized +51.5%
KKR KKR & CO INC 0.1%
Value ($000) $314 Shares 5,300 Est. Cost $25.46 Unrealized +109.5%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $310 Shares 2,100 Est. Cost $104.29 Unrealized
IP INTERNATIONAL PAPER 0.1%
Value ($000) $310 Shares 5,060 Est. Cost $31.89 Unrealized +46.2%
AWK AMERICAN WTR WKS 0.1%
Value ($000) $308 Shares 2,000 Est. Cost $108.00 Unrealized +31.5%
UNILEVER PLC SPONS ADR 0.1%
Value ($000) $304 Shares 5,200 Est. Cost $60.38 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $302 Shares 4,108 Est. Cost $61.91 Unrealized +1.2%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $295 Shares 11,570 Est. Cost $15.84 Unrealized +27.7%
AES AES CORP 0.1%
Value ($000) $292 Shares 11,186 Est. Cost $14.70 Unrealized +50.9%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $286 Shares 1,000 Est. Cost $175.54 Unrealized +41.9%
FNF FNF GROUP 0.1%
Value ($000) $285 Shares 6,553 Est. Cost $30.18 Unrealized +16.0%
CWT CALIFORNIA WATER SEFICE GROUP 0.1%
Value ($000) $278 Shares 5,000 Est. Cost $45.94 Unrealized +13.4%
EG EVEREST REINSURANCE GROUP LTD 0.1%
Value ($000) $277 Shares 1,100 Est. Cost $216.58 Unrealized +10.1%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $275 Shares 1,662 Est. Cost $165.46 Unrealized
GLAXO SMITHKLINE PLC SPONS ADR 0.1%
Value ($000) $272 Shares 6,833 Est. Cost $46.96 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $269 Shares 2,800 Est. Cost $56.08 Unrealized +55.1%
AL AIR LEASE CORP 0.1%
Value ($000) $266 Shares 6,361 Est. Cost $33.50 Unrealized +27.4%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $265 Shares 2,928 Est. Cost $87.12 Unrealized -9.2%
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $261 Shares 3,124 Est. Cost $83.55 Unrealized
SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $260 Shares 3,000 Est. Cost $73.67 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $260 Shares 1,443 Est. Cost $124.55 Unrealized +26.4%
ADBE ADOBE SYSTEMS 0.1%
Value ($000) $258 Shares 441 Est. Cost $370.53 Unrealized +39.1%
KHC THE KRAFT HEINZ COMPANY 0.1%
Value ($000) $258 Shares 6,322 Est. Cost $25.55 Unrealized +32.4%
MOS MOSAIC CORP 0.1%
Value ($000) $258 Shares 8,100 Est. Cost $18.10 Unrealized +69.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $257 Shares 1,600 Est. Cost $148.71 Unrealized +4.7%
VM WARE INC 0.1%
Value ($000) $256 Shares 1,600 Est. Cost $143.10 Unrealized
ORCL ORACLE SYSTEMS 0.1%
Value ($000) $254 Shares 3,257 Est. Cost $55.51 Unrealized +32.6%
YUM YUM BRANDS 0.1%
Value ($000) $253 Shares 2,200 Est. Cost $92.35 Unrealized +17.0%
MTB M&T BANK CORP 0.1%
Value ($000) $250 Shares 1,723 Est. Cost $96.63 Unrealized +39.3%
ACA ARCOSA INC 0.1%
Value ($000) $248 Shares 4,224 Est. Cost $43.23 Unrealized +41.1%
VRTX VERTEX PHARMACUETICALS 0.1%
Value ($000) $242 Shares 1,200 Est. Cost $209.17 Unrealized 0.0%
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $241 Shares 2,500 Est. Cost $66.82 Unrealized +28.0%
TEXAS PACIFIC LAND CORP 0.1%
Value ($000) $240 Shares 150 Est. Cost $726.00 Unrealized
TOITF TOPICUS COM INC 0.1%
Value ($000) $239 Shares 3,272 Est. Cost $69.19 Unrealized 0.0%
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $237 Shares 1,622 Est. Cost $146.70 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $236 Shares 551 Est. Cost $428.31 Unrealized
OLN OLIN CORP 0.1%
Value ($000) $231 Shares 5,000 Est. Cost $41.12 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 INDEX 0.1%
Value ($000) $229 Shares 1,000 Est. Cost $221.00 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $228 Shares 1,526 Est. Cost $115.62 Unrealized +22.2%
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.1%
Value ($000) $228 Shares 1,316 Est. Cost $161.22 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $227 Shares 6,235 Est. Cost $26.21 Unrealized +15.5%
ACWX ISHARES MSCI ACWI EX US 0.1%
Value ($000) $223 Shares 3,882 Est. Cost $57.44 Unrealized
ZBRA ZEBRA TECHNOLOGIES 0.1%
Value ($000) $217 Shares 410 Est. Cost $446.03 Unrealized +11.7%
PHO INVESCO WATER RES PTF 0.1%
Value ($000) $214 Shares 4,000 Est. Cost $53.50 Unrealized
OVV OVINTIV INC 0.1%
Value ($000) $213 Shares 6,773 Est. Cost $7.19 Unrealized +273.9%
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $208 Shares 3,755 Est. Cost $43.57 Unrealized +8.0%
F FORD MOTOR COMPANY NEW 0.1%
Value ($000) $207 Shares 13,900 Est. Cost $7.33 Unrealized +37.6%
FCTR FIST TRUST LUNT US FACTOR ROTA 0.1%
Value ($000) $205 Shares 5,892 Est. Cost $34.79 Unrealized
PEOPLE'S UNITED FINANCIAL INC 0.1%
Value ($000) $204 Shares 11,900 Est. Cost $15.84 Unrealized
ARKW ARK NEXT GENERATION INTERNET E 0.1%
Value ($000) $200 Shares 1,300 Est. Cost $153.85 Unrealized
RIG TRANSOCEAN LTD 0.1%
Value ($000) $183 Shares 40,523 Est. Cost $5.09 Unrealized -25.5%
HPE HEWLETT PACKARD ENTERPRIS 0.1%
Value ($000) $169 Shares 11,600 Est. Cost $13.11 Unrealized +4.9%
AHRT ARMADA HOFFLER PROPERTIES INC 0.0%
Value ($000) $133 Shares 10,000 Est. Cost $18.30 Unrealized
MNKD MANNKIND CORPORATION 0.0%
Value ($000) $123 Shares 22,600 Est. Cost $2.19 Unrealized +97.8%
GEO GEO GROUP INC 0.0%
Value ($000) $114 Shares 16,050 Est. Cost $12.80 Unrealized -50.8%
PGEN PRECIGEN INC 0.0%
Value ($000) $111 Shares 17,000 Est. Cost $4.32 Unrealized +61.9%
INSEEGO CORP 0.0%
Value ($000) $102 Shares 10,075 Est. Cost $10.02 Unrealized
AQUA METALS, INC 0.0%
Value ($000) $96 Shares 32,060 Est. Cost $0.75 Unrealized
FLEXION THERAPEUTICS INC 0.0%
Value ($000) $93 Shares 11,244 Est. Cost $8.27 Unrealized
TVAGF TVA GROUP INC CL B 0.0%
Value ($000) $50 Shares 19,800 Est. Cost $1.34 Unrealized +68.4%
BIOLASE INC 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.60 Unrealized
COASTAL CAR OIL & MINERALS 0.0%
Value ($000) $0 Shares 32,150 Est. Cost Unrealized
ISLET SCIENCES 0.0%
Value ($000) $0 Shares 30,000 Est. Cost Unrealized
HSHL HOME SOLUTIONS HEALTH INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized +387.1%
NATIONWIDE LIFE INS CO 0.0%
Value ($000) $0 Shares 250,000 Est. Cost Unrealized