Wellington Shields & Co., LLC Diversified Active

CIK: 0001506073 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 9, 2022

Total Value ($000): $304,036 (100.0% shares, 0.0% debt)

Holdings (224)

MSFT MICROSOFT CORPORATION 9.0%
Value ($000) $27,424 Shares 88,950 Est. Cost $124.42 Unrealized +134.2%
ILMN ILLUMINA INC 6.8%
Value ($000) $20,741 Shares 59,362 Est. Cost $303.09 Unrealized +11.4%
AAPL APPLE INC 6.3%
Value ($000) $19,030 Shares 108,987 Est. Cost $102.47 Unrealized +60.9%
PSNL PERSONALIS, INC 2.5%
Value ($000) $7,539 Shares 920,478 Est. Cost $9.87 Unrealized +4.9%
JPM JP MORGAN CHASE & CO 2.2%
Value ($000) $6,759 Shares 49,583 Est. Cost $106.04 Unrealized +26.1%
BX BLACKSTONE GROUP INC. 1.8%
Value ($000) $5,596 Shares 44,088 Est. Cost $54.30 Unrealized +97.4%
ABBV ABBVIE INC. 1.8%
Value ($000) $5,443 Shares 33,573 Est. Cost $69.87 Unrealized +80.9%
AMZN AMAZON.COM INC 1.8%
Value ($000) $5,385 Shares 1,652 Est. Cost $154.52 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $5,376 Shares 65,091 Est. Cost $58.07 Unrealized +16.9%
UNP UNION PACIFIC 1.6%
Value ($000) $5,002 Shares 18,308 Est. Cost $141.55 Unrealized +62.9%
LLY LILLY ELI & CO 1.5%
Value ($000) $4,534 Shares 15,833 Est. Cost $107.55 Unrealized +131.1%
CVS CVS HEALTH CORPORATION 1.5%
Value ($000) $4,479 Shares 44,254 Est. Cost $54.89 Unrealized +67.6%
PFE PFIZER INC 1.4%
Value ($000) $4,398 Shares 84,946 Est. Cost $26.77 Unrealized +58.7%
HON HONEYWELL INTERNATIONAL 1.3%
Value ($000) $4,039 Shares 20,759 Est. Cost $143.23 Unrealized +18.9%
DIS WALT DISNEY CO/THE 1.3%
Value ($000) $4,022 Shares 29,320 Est. Cost $106.72 Unrealized +32.3%
GOOG ALPHABET INC-CL C 1.2%
Value ($000) $3,797 Shares 1,359 Est. Cost $77.59 Unrealized +73.9%
IBM INTERNATIONAL BUSINESS MACHINE 1.2%
Value ($000) $3,664 Shares 28,181 Est. Cost $100.32 Unrealized +11.7%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $3,446 Shares 8,400 Est. Cost $246.86 Unrealized +59.7%
RPRX ROYALTY PHARMA PLC 1.1%
Value ($000) $3,424 Shares 87,877 Est. Cost $42.43 Unrealized -7.4%
ABT ABBOTT LABORATORIES 1.1%
Value ($000) $3,375 Shares 28,519 Est. Cost $81.70 Unrealized +41.2%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $3,302 Shares 45,215 Est. Cost $45.86 Unrealized +23.9%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,030 Shares 17,096 Est. Cost $116.70 Unrealized +30.1%
SHOP SHOPIFY INC 1.0%
Value ($000) $2,907 Shares 4,301 Est. Cost $25.75 Unrealized +218.8%
T AT&T INC 0.9%
Value ($000) $2,859 Shares 120,977 Est. Cost $16.72 Unrealized -10.8%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,835 Shares 55,656 Est. Cost $37.79 Unrealized +9.8%
V VISA INC 0.8%
Value ($000) $2,351 Shares 10,603 Est. Cost $182.34 Unrealized +15.2%
EFX EQUIFAX INC 0.8%
Value ($000) $2,313 Shares 9,756 Est. Cost $132.13 Unrealized +73.4%
GOOGL ALPHABET INC (A) 0.8%
Value ($000) $2,300 Shares 827 Est. Cost $54.81 Unrealized +145.9%
CVX CHEVRON CORPORATION 0.7%
Value ($000) $2,210 Shares 13,575 Est. Cost $87.91 Unrealized +39.6%
KMI KINDER MORGAN INC 0.7%
Value ($000) $2,207 Shares 116,724 Est. Cost $13.25 Unrealized +7.1%
FLR FLUOR CORP NEW 0.7%
Value ($000) $2,189 Shares 76,313 Est. Cost $21.45 Unrealized +12.5%
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.7%
Value ($000) $2,161 Shares 6,124 Est. Cost $230.17 Unrealized +40.5%
MRK MERCK & CO 0.7%
Value ($000) $2,134 Shares 26,010 Est. Cost $61.59 Unrealized +13.4%
CAT CATERPILLAR 0.7%
Value ($000) $2,095 Shares 9,400 Est. Cost $140.28 Unrealized +39.3%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $2,046 Shares 10,940 Est. Cost $127.40 Unrealized +34.8%
WY WEYERHAEUSER CO 0.7%
Value ($000) $2,023 Shares 53,371 Est. Cost $23.43 Unrealized +45.6%
CSCO CISCO SYSTEMS 0.7%
Value ($000) $1,997 Shares 35,812 Est. Cost $36.71 Unrealized +37.0%
BA BOEING CO 0.6%
Value ($000) $1,942 Shares 10,141 Est. Cost $258.24 Unrealized -22.3%
NEM NEWMONT MINING 0.6%
Value ($000) $1,931 Shares 24,300 Est. Cost $40.38 Unrealized +48.7%
WPC W.P. CAREY INC. 0.6%
Value ($000) $1,928 Shares 23,852 Est. Cost $79.60 Unrealized
PG PROCTER & GAMBLE COMPANY 0.6%
Value ($000) $1,885 Shares 12,334 Est. Cost $89.14 Unrealized +59.5%
DUCKHORN PORTFOLIO INC 0.6%
Value ($000) $1,811 Shares 99,557 Est. Cost $22.06 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $1,790 Shares 36,115 Est. Cost $48.91 Unrealized -5.6%
BLMN BLOOMIN' BRANDS INC 0.6%
Value ($000) $1,733 Shares 79,000 Est. Cost $18.23 Unrealized 0.0%
HZO MARINEMAX INC 0.6%
Value ($000) $1,708 Shares 42,417 Est. Cost $49.90 Unrealized -5.8%
WM WASTE MGT. 0.6%
Value ($000) $1,695 Shares 10,691 Est. Cost $102.09 Unrealized +39.6%
PEBO PEOPLES BANCORP INC 0.6%
Value ($000) $1,685 Shares 53,830 Est. Cost $32.43 Unrealized 0.0%
PEP PEPSICO INC 0.5%
Value ($000) $1,604 Shares 9,583 Est. Cost $114.35 Unrealized +29.8%
NVDA NVIDIA 0.5%
Value ($000) $1,576 Shares 5,775 Est. Cost $16.96 Unrealized +47.6%
CFG CITIZENS FINANCIAL GROUP INC 0.5%
Value ($000) $1,541 Shares 34,000 Est. Cost $28.00 Unrealized +54.7%
FDX FEDEX CORP 0.5%
Value ($000) $1,492 Shares 6,446 Est. Cost $218.65 Unrealized -1.2%
FCX FREEPORT MCMORAN INC 0.5%
Value ($000) $1,489 Shares 29,940 Est. Cost $13.78 Unrealized +203.6%
CMCSA COMCAST CORP 0.5%
Value ($000) $1,432 Shares 30,576 Est. Cost $32.04 Unrealized +33.7%
KEY KEYCORP 0.5%
Value ($000) $1,370 Shares 61,200 Est. Cost $15.23 Unrealized +33.3%
SO SOUTHERN CO 0.4%
Value ($000) $1,365 Shares 18,825 Est. Cost $48.90 Unrealized +20.0%
ENB ENBRIDGE INC 0.4%
Value ($000) $1,308 Shares 28,384 Est. Cost $25.81 Unrealized +29.0%
WMT WAL-MART STORES 0.4%
Value ($000) $1,306 Shares 8,769 Est. Cost $36.18 Unrealized +23.3%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,279 Shares 15,100 Est. Cost $62.21 Unrealized +15.8%
HD HOME DEPOT INC 0.4%
Value ($000) $1,267 Shares 4,232 Est. Cost $244.61 Unrealized +28.4%
PM PHILIP MORRIS INTERNAT 0.4%
Value ($000) $1,259 Shares 13,400 Est. Cost $60.14 Unrealized +37.7%
OKE ONEOK INC 0.4%
Value ($000) $1,259 Shares 17,820 Est. Cost $47.69 Unrealized +9.1%
DOW DOW INC 0.4%
Value ($000) $1,226 Shares 19,241 Est. Cost $36.96 Unrealized +30.6%
AFL AFLAC INC. 0.4%
Value ($000) $1,211 Shares 18,806 Est. Cost $44.24 Unrealized +29.5%
CSX CSX CORP 0.4%
Value ($000) $1,207 Shares 32,230 Est. Cost $27.95 Unrealized +19.8%
FIS FIDELITY NATIONAL INFORMATION 0.4%
Value ($000) $1,192 Shares 11,868 Est. Cost $94.37 Unrealized +0.5%
CASI PHARMACEUTICALS INC 0.4%
Value ($000) $1,177 Shares 1,453,190 Est. Cost $2.49 Unrealized
BLACKROCK INC 0.4%
Value ($000) $1,167 Shares 1,527 Est. Cost $724.80 Unrealized
GIS GENERAL MILLS INC 0.4%
Value ($000) $1,164 Shares 17,188 Est. Cost $44.57 Unrealized +31.9%
PRIMO WATER CORPORATION 0.4%
Value ($000) $1,126 Shares 79,000 Est. Cost $14.25 Unrealized
AMGN AMGEN 0.4%
Value ($000) $1,114 Shares 4,608 Est. Cost $183.45 Unrealized +10.8%
C CITIGROUP INC 0.4%
Value ($000) $1,110 Shares 20,780 Est. Cost $52.44 Unrealized +2.0%
KO COCA COLA 0.4%
Value ($000) $1,077 Shares 17,375 Est. Cost $44.37 Unrealized +21.8%
LMT LOCKHEED MARTIN 0.3%
Value ($000) $1,053 Shares 2,385 Est. Cost $324.81 Unrealized +12.4%
KMX CARMAX INC. 0.3%
Value ($000) $1,045 Shares 10,827 Est. Cost $121.72 Unrealized -11.6%
PIONEER NATURAL RESOURCES 0.3%
Value ($000) $1,027 Shares 4,108 Est. Cost $250.00 Unrealized
DD DUPONT DE NEMOURS 0.3%
Value ($000) $982 Shares 13,346 Est. Cost $22.98 Unrealized +30.9%
AEM AGNICO EAGLE MINES LTD 0.3%
Value ($000) $966 Shares 15,768 Est. Cost $51.23 Unrealized -4.3%
MO ALTRIA GROUP INC 0.3%
Value ($000) $964 Shares 18,448 Est. Cost $29.03 Unrealized +27.9%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.3%
Value ($000) $946 Shares 29,750 Est. Cost $34.39 Unrealized
AVGO BROADCOM LIMITED 0.3%
Value ($000) $945 Shares 1,500 Est. Cost $29.90 Unrealized +84.2%
SPG SIMON PROPERTY GROUP INC REIT 0.3%
Value ($000) $930 Shares 7,070 Est. Cost $61.99 Unrealized +84.6%
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $927 Shares 1,570 Est. Cost $533.30 Unrealized +6.5%
UEIC UNIVERSAL ELECTRONICS 0.3%
Value ($000) $923 Shares 29,546 Est. Cost $52.80 Unrealized -34.4%
EHC ENCOMPASS HEALTH CORPORATION 0.3%
Value ($000) $877 Shares 12,330 Est. Cost $61.82 Unrealized -18.7%
PNC PNC FINANCIAL CORP 0.3%
Value ($000) $872 Shares 4,727 Est. Cost $114.54 Unrealized +52.0%
GLW CORNING INC 0.3%
Value ($000) $838 Shares 22,694 Est. Cost $23.49 Unrealized +48.7%
FLO FLOWERS FOODS INC 0.3%
Value ($000) $834 Shares 32,442 Est. Cost $21.47 Unrealized +6.2%
WST WEST PHARMACEUTICALS SVCS INC 0.3%
Value ($000) $821 Shares 2,000 Est. Cost $143.32 Unrealized +170.4%
MMM 3M CO 0.3%
Value ($000) $816 Shares 5,481 Est. Cost $112.46 Unrealized +1.9%
UNILEVER PLC SPONS ADR 0.3%
Value ($000) $816 Shares 17,900 Est. Cost $49.78 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $758 Shares 8,280 Est. Cost $31.83 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $733 Shares 6,567 Est. Cost $72.55 Unrealized +22.9%
GM GENERAL MOTORS CO 0.2%
Value ($000) $716 Shares 16,364 Est. Cost $41.37 Unrealized +16.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $715 Shares 7,151 Est. Cost $47.16 Unrealized +68.9%
FHN FIRST HORIZON NATIONAL CORP 0.2%
Value ($000) $705 Shares 30,000 Est. Cost $11.03 Unrealized +57.7%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $699 Shares 1,564 Est. Cost $387.65 Unrealized 0.0%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $685 Shares 2,400 Est. Cost $165.56 Unrealized +52.8%
PARAMOUNT GLOBAL CL B 0.2%
Value ($000) $669 Shares 17,684 Est. Cost $36.35 Unrealized
MDLZ MONDELEZ INTERNATIONAL 0.2%
Value ($000) $656 Shares 10,448 Est. Cost $46.52 Unrealized +26.1%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $656 Shares 5,850 Est. Cost $61.58 Unrealized +64.0%
CLF CLEVELAND-CLIFFS INC 0.2%
Value ($000) $650 Shares 20,190 Est. Cost $21.96 Unrealized +3.8%
FNF FNF GROUP 0.2%
Value ($000) $648 Shares 13,276 Est. Cost $33.87 Unrealized +16.0%
DVN DEVON ENERGY 0.2%
Value ($000) $620 Shares 10,492 Est. Cost $16.95 Unrealized +162.9%
IRM IRON MOUNTAIN INC REIT 0.2%
Value ($000) $614 Shares 11,083 Est. Cost $27.79 Unrealized +47.3%
META FACEBOOK INC 0.2%
Value ($000) $613 Shares 2,755 Est. Cost $184.65 Unrealized +34.4%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $610 Shares 2,454 Est. Cost $174.09 Unrealized +23.3%
SBUX STARBUCKS 0.2%
Value ($000) $606 Shares 6,657 Est. Cost $77.96 Unrealized +10.2%
SEIC SEI INVESTMENTS COMPANY 0.2%
Value ($000) $602 Shares 10,000 Est. Cost $57.17 Unrealized -1.4%
AMN AMN HEALTHCARE SERVICES INC 0.2%
Value ($000) $601 Shares 5,758 Est. Cost $108.46 Unrealized -4.3%
MRNA MODERNA 0.2%
Value ($000) $582 Shares 3,377 Est. Cost $242.99 Unrealized -30.7%
SYY SYSCO CORP 0.2%
Value ($000) $578 Shares 7,075 Est. Cost $55.14 Unrealized +31.8%
APO APOLLO GLOBAL MANAGEMENT INC 0.2%
Value ($000) $576 Shares 9,298 Est. Cost $64.98 Unrealized -6.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $573 Shares 5,782 Est. Cost $57.72 Unrealized +50.3%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $569 Shares 4,567 Est. Cost $118.20 Unrealized
SSYS STRATASYS LTD 0.2%
Value ($000) $559 Shares 22,000 Est. Cost $19.92 Unrealized +21.1%
BGS B&G FOODS INC 0.2%
Value ($000) $556 Shares 20,600 Est. Cost $19.68 Unrealized +3.4%
GILD GILEAD SCIENCES INC. 0.2%
Value ($000) $554 Shares 9,317 Est. Cost $53.60 Unrealized +2.9%
FSLR FIRST SOLAR INC COM 0.2%
Value ($000) $549 Shares 6,553 Est. Cost $91.24 Unrealized -16.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $548 Shares 2,215 Est. Cost $176.56 Unrealized +29.0%
SMG SCOTTS MIRACLE-GRO 0.2%
Value ($000) $542 Shares 4,405 Est. Cost $95.59 Unrealized +23.8%
BP BP PLC SPONS ADR 0.2%
Value ($000) $538 Shares 18,298 Est. Cost $36.50 Unrealized
COST COSTCO WHOLESALE 0.2%
Value ($000) $533 Shares 925 Est. Cost $317.91 Unrealized +57.5%
CI CIGNA CORP 0.2%
Value ($000) $508 Shares 2,122 Est. Cost $167.70 Unrealized +30.2%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $503 Shares 2,400 Est. Cost $97.49 Unrealized +108.9%
TRN TRINITY INDS INC. 0.2%
Value ($000) $481 Shares 14,000 Est. Cost $16.71 Unrealized +56.8%
ZTS ZOETIS INC 0.2%
Value ($000) $477 Shares 2,527 Est. Cost $118.09 Unrealized +61.1%
DTE D T E ENERGY CO 0.2%
Value ($000) $463 Shares 3,500 Est. Cost $87.47 Unrealized +22.2%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $454 Shares 7,037 Est. Cost $53.29 Unrealized +36.2%
NUE NUCOR CORP 0.1%
Value ($000) $446 Shares 3,000 Est. Cost $59.18 Unrealized +95.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $445 Shares 2,911 Est. Cost $74.69 Unrealized +105.6%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $441 Shares 2,055 Est. Cost $92.89 Unrealized +90.7%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $431 Shares 5,400 Est. Cost $84.23 Unrealized -2.8%
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $426 Shares 7,500 Est. Cost $28.81 Unrealized +45.0%
ACN ACCENTURE LTD 0.1%
Value ($000) $423 Shares 1,255 Est. Cost $328.40 Unrealized -3.0%
F FORD MOTOR COMPANY NEW 0.1%
Value ($000) $413 Shares 24,400 Est. Cost $11.57 Unrealized +25.7%
NEW YORK COMMUNITY BANCORP INC 0.1%
Value ($000) $395 Shares 36,837 Est. Cost $12.44 Unrealized
EOG EOG RESOURCES 0.1%
Value ($000) $392 Shares 3,285 Est. Cost $51.50 Unrealized +81.5%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $382 Shares 33,874 Est. Cost $11.21 Unrealized -3.9%
LI-CYCLE HOLDINGS CORP 0.1%
Value ($000) $379 Shares 44,873 Est. Cost $9.35 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $367 Shares 2,800 Est. Cost $137.15 Unrealized
JXN JACKSON FINANCIAL INC 0.1%
Value ($000) $366 Shares 8,277 Est. Cost $34.23 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE 0.1%
Value ($000) $364 Shares 4,665 Est. Cost $81.25 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.1%
Value ($000) $361 Shares 3,316 Est. Cost $178.22 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $358 Shares 3,097 Est. Cost $183.03 Unrealized -27.5%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $356 Shares 2,700 Est. Cost $98.81 Unrealized +34.5%
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $354 Shares 3,611 Est. Cost $73.02 Unrealized +19.8%
HPQ H P INC 0.1%
Value ($000) $352 Shares 9,700 Est. Cost $16.18 Unrealized +98.1%
XBI SPDR S&P BIOTECH 0.1%
Value ($000) $351 Shares 3,900 Est. Cost $95.13 Unrealized
BDX BECTON DICKINSON 0.1%
Value ($000) $350 Shares 1,314 Est. Cost $166.54 Unrealized +44.7%
PSN PARSONS CORP 0.1%
Value ($000) $348 Shares 9,002 Est. Cost $37.33 Unrealized -8.7%
RPM RPM INTERNATIONAL INC. 0.1%
Value ($000) $342 Shares 4,200 Est. Cost $85.82 Unrealized 0.0%
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $341 Shares 1,987 Est. Cost $154.89 Unrealized -9.3%
STE STERIS CORP 0.1%
Value ($000) $338 Shares 1,400 Est. Cost $141.99 Unrealized +57.7%
MAR MARRIOTT INTL INC 0.1%
Value ($000) $334 Shares 1,900 Est. Cost $139.48 Unrealized +14.9%
EG EVEREST REINSURANCE GROUP LTD 0.1%
Value ($000) $332 Shares 1,100 Est. Cost $216.58 Unrealized +23.5%
AWK AMERICAN WTR WKS 0.1%
Value ($000) $331 Shares 2,000 Est. Cost $134.20 Unrealized +8.8%
GLAXO SMITHKLINE PLC SPONS ADR 0.1%
Value ($000) $328 Shares 7,533 Est. Cost $45.99 Unrealized
REAVES UTILITY INC TR 0.1%
Value ($000) $323 Shares 9,339 Est. Cost $34.59 Unrealized
MET METLIFE INC 0.1%
Value ($000) $319 Shares 4,545 Est. Cost $30.46 Unrealized +97.3%
PRU PRUDENTIAL FINANCIAL 0.1%
Value ($000) $313 Shares 2,645 Est. Cost $90.23 Unrealized +4.3%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $310 Shares 4,000 Est. Cost $33.13 Unrealized +130.6%
KKR KKR & CO INC 0.1%
Value ($000) $310 Shares 5,300 Est. Cost $25.46 Unrealized +139.1%
WMB WILLIAMS CO 0.1%
Value ($000) $308 Shares 9,228 Est. Cost $25.54 Unrealized 0.0%
FLNC FLUENCE ENERGY CL A 0.1%
Value ($000) $307 Shares 23,400 Est. Cost $34.13 Unrealized -50.9%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $303 Shares 1,253 Est. Cost $151.83 Unrealized +46.1%
CWT CALIFORNIA WATER SEFICE GROUP 0.1%
Value ($000) $296 Shares 5,000 Est. Cost $45.94 Unrealized +19.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $296 Shares 2,400 Est. Cost $108.78 Unrealized +4.8%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $294 Shares 1,850 Est. Cost $104.29 Unrealized
MTB M&T BANK CORP 0.1%
Value ($000) $292 Shares 1,723 Est. Cost $96.63 Unrealized +60.9%
GSBD GOLDMAN SACHS BDC, INC 0.1%
Value ($000) $290 Shares 14,780 Est. Cost $19.76 Unrealized 0.0%
AES AES CORP 0.1%
Value ($000) $288 Shares 11,186 Est. Cost $14.70 Unrealized +31.7%
UFI UNIFI INC 0.1%
Value ($000) $288 Shares 15,917 Est. Cost $24.14 Unrealized -18.1%
VTIP VANGUARD SHORT TERM INF PROTEC 0.1%
Value ($000) $282 Shares 5,500 Est. Cost $51.27 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $281 Shares 6,800 Est. Cost $29.60 Unrealized +21.3%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $280 Shares 1,000 Est. Cost $175.54 Unrealized +52.8%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $279 Shares 1,526 Est. Cost $115.62 Unrealized +37.3%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $278 Shares 11,706 Est. Cost $15.91 Unrealized +34.4%
CRWD CROWDSTRIKE HOLDINGS INC 0.1%
Value ($000) $272 Shares 1,200 Est. Cost $186.36 Unrealized 0.0%
ORCL ORACLE SYSTEMS 0.1%
Value ($000) $269 Shares 3,257 Est. Cost $55.51 Unrealized +38.7%
CRM SALESFORCE.COM 0.1%
Value ($000) $265 Shares 1,246 Est. Cost $277.61 Unrealized -23.4%
OLN OLIN CORP 0.1%
Value ($000) $261 Shares 5,000 Est. Cost $41.12 Unrealized +14.8%
OGN ORGANON & CO 0.1%
Value ($000) $254 Shares 7,282 Est. Cost $26.28 Unrealized +8.7%
VLO VALERO ENERGY 0.1%
Value ($000) $254 Shares 2,500 Est. Cost $76.96 Unrealized 0.0%
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $253 Shares 4,455 Est. Cost $44.58 Unrealized +13.6%
SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $252 Shares 3,000 Est. Cost $73.67 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $252 Shares 1,500 Est. Cost $63.43 Unrealized 0.0%
TPICQ TPI COMPOSITES, INC. 0.1%
Value ($000) $249 Shares 17,720 Est. Cost $12.75 Unrealized 0.0%
KHC THE KRAFT HEINZ COMPANY 0.1%
Value ($000) $249 Shares 6,322 Est. Cost $25.55 Unrealized +21.4%
QQQ INVESCO QQQ TR ETF 0.1%
Value ($000) $249 Shares 687 Est. Cost $362.45 Unrealized
AL AIR LEASE CORP 0.1%
Value ($000) $241 Shares 5,401 Est. Cost $33.50 Unrealized +16.3%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $238 Shares 2,798 Est. Cost $61.91 Unrealized +8.1%
GD GENERAL DYNAMICS 0.1%
Value ($000) $238 Shares 987 Est. Cost $185.25 Unrealized +10.6%
IP INTERNATIONAL PAPER 0.1%
Value ($000) $234 Shares 5,060 Est. Cost $31.89 Unrealized +21.2%
YUM YUM BRANDS 0.1%
Value ($000) $231 Shares 1,950 Est. Cost $92.35 Unrealized +23.9%
APPHARVEST INC 0.1%
Value ($000) $226 Shares 42,030 Est. Cost $18.16 Unrealized
CG CARLYLE GROUP INC 0.1%
Value ($000) $220 Shares 4,505 Est. Cost $46.32 Unrealized -10.2%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $220 Shares 1,200 Est. Cost $157.28 Unrealized 0.0%
PUREFUNDS ISE CYBER SECURITY E 0.1%
Value ($000) $219 Shares 3,730 Est. Cost $61.39 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $215 Shares 2,150 Est. Cost $79.21 Unrealized 0.0%
CTVA CORTEVA 0.1%
Value ($000) $215 Shares 3,747 Est. Cost $48.99 Unrealized 0.0%
PHO INVESCO WATER RES PTF 0.1%
Value ($000) $212 Shares 4,000 Est. Cost $53.50 Unrealized
VRTX VERTEX PHARMACUETICALS 0.1%
Value ($000) $209 Shares 800 Est. Cost $209.17 Unrealized +13.5%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $208 Shares 6,200 Est. Cost $26.21 Unrealized +8.1%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $207 Shares 458 Est. Cost $451.97 Unrealized
ACA ARCOSA INC 0.1%
Value ($000) $206 Shares 3,593 Est. Cost $50.97 Unrealized 0.0%
ANHEUSER BUSCH 0.1%
Value ($000) $205 Shares 3,417 Est. Cost $60.58 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $204 Shares 400 Est. Cost $422.19 Unrealized +6.9%
TEXAS PACIFIC LAND CORP 0.1%
Value ($000) $203 Shares 150 Est. Cost $1353.33 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $202 Shares 1,000 Est. Cost $183.57 Unrealized +16.2%
DGX QUEST DIAGNOSTICS INC. 0.1%
Value ($000) $201 Shares 1,470 Est. Cost $134.48 Unrealized -4.0%
SHEL SHELL PLC ADS 0.1%
Value ($000) $200 Shares 3,648 Est. Cost $54.82 Unrealized
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $169 Shares 12,444 Est. Cost $15.03 Unrealized
NVGS NAVIGATOR HOLDINGS 0.1%
Value ($000) $169 Shares 13,825 Est. Cost $9.91 Unrealized -1.7%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $154 Shares 33,696 Est. Cost $5.09 Unrealized -25.3%
MATTERPORT INC 0.0%
Value ($000) $150 Shares 18,500 Est. Cost $19.14 Unrealized
AHRT ARMADA HOFFLER PROPERTIES INC 0.0%
Value ($000) $146 Shares 10,000 Est. Cost $18.30 Unrealized
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $109 Shares 12,612 Est. Cost $11.21 Unrealized 0.0%
MNKD MANNKIND CORPORATION 0.0%
Value ($000) $94 Shares 25,540 Est. Cost $2.41 Unrealized +51.7%
GEO GEO GROUP INC 0.0%
Value ($000) $94 Shares 14,250 Est. Cost $12.80 Unrealized -48.9%
STXS STEREOTAXIS INC 0.0%
Value ($000) $58 Shares 15,500 Est. Cost $4.72 Unrealized 0.0%
AQUA METALS, INC 0.0%
Value ($000) $48 Shares 32,060 Est. Cost $0.75 Unrealized
INSEEGO CORP 0.0%
Value ($000) $48 Shares 11,815 Est. Cost $9.36 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $36 Shares 17,000 Est. Cost $4.32 Unrealized -43.6%
BIOLASE INC 0.0%
Value ($000) $6 Shares 17,500 Est. Cost $0.49 Unrealized