Wellington Shields & Co., LLC Diversified Active

CIK: 0001506073 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 15, 2023

Total Value ($000): $440,037 (100.0% shares, 0.0% debt)

Holdings (292)

FLO FLOWERS FOODS INC COM 44.7%
Value ($000) $196,843 Shares 6,849,098 Est. Cost $24.07 Unrealized +0.2%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $16,247 Shares 67,746 Est. Cost $124.42 Unrealized +88.1%
AAPL APPLE INC COM 3.2%
Value ($000) $14,004 Shares 107,778 Est. Cost $103.57 Unrealized +35.8%
ILMN ILLUMINA INC COM 2.7%
Value ($000) $12,003 Shares 59,362 Est. Cost $303.09 Unrealized -31.6%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $6,284 Shares 46,858 Est. Cost $106.04 Unrealized +11.0%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $5,764 Shares 52,262 Est. Cost $59.26 Unrealized +62.5%
ABBV ABBVIE INC COM 1.2%
Value ($000) $5,384 Shares 33,317 Est. Cost $71.28 Unrealized +92.5%
LLY LILLY ELI & CO COM 1.1%
Value ($000) $5,044 Shares 13,787 Est. Cost $107.55 Unrealized +221.5%
HON HONEYWELL INTL INC COM 1.0%
Value ($000) $4,573 Shares 21,338 Est. Cost $143.92 Unrealized +24.2%
UNP UNION PAC CORP COM 0.9%
Value ($000) $3,770 Shares 18,208 Est. Cost $141.55 Unrealized +34.4%
CVS CVS HEALTH CORP COM 0.9%
Value ($000) $3,749 Shares 40,229 Est. Cost $56.78 Unrealized +51.4%
PFE PFIZER INC COM 0.8%
Value ($000) $3,615 Shares 70,542 Est. Cost $27.06 Unrealized +48.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $3,536 Shares 25,098 Est. Cost $100.32 Unrealized +22.7%
ABT ABBOTT LABS COM 0.7%
Value ($000) $3,270 Shares 29,780 Est. Cost $82.65 Unrealized +18.1%
BX BLACKSTONE INC COM 0.7%
Value ($000) $2,868 Shares 38,656 Est. Cost $54.84 Unrealized +43.4%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $2,846 Shares 16,108 Est. Cost $116.70 Unrealized +34.6%
MRK MERCK & CO INC COM 0.6%
Value ($000) $2,830 Shares 25,510 Est. Cost $61.88 Unrealized +50.0%
SPGI S&P GLOBAL INC COM 0.6%
Value ($000) $2,813 Shares 8,400 Est. Cost $246.86 Unrealized +30.1%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $2,751 Shares 31,001 Est. Cost $109.39 Unrealized -13.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $2,710 Shares 37,665 Est. Cost $46.08 Unrealized +41.6%
DIS DISNEY WALT CO COM 0.6%
Value ($000) $2,667 Shares 30,700 Est. Cost $106.63 Unrealized -12.4%
FLR FLUOR CORP NEW COM 0.6%
Value ($000) $2,645 Shares 76,313 Est. Cost $21.45 Unrealized +48.9%
BA BOEING CO COM 0.6%
Value ($000) $2,468 Shares 12,956 Est. Cost $231.25 Unrealized -29.3%
V VISA INC COM CL A 0.6%
Value ($000) $2,423 Shares 11,664 Est. Cost $183.73 Unrealized +7.2%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $2,329 Shares 12,973 Est. Cost $89.47 Unrealized +71.3%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $2,300 Shares 9,600 Est. Cost $141.66 Unrealized +45.8%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $2,289 Shares 27,248 Est. Cost $126.44 Unrealized -21.9%
KMI KINDER MORGAN INC DEL COM 0.5%
Value ($000) $2,239 Shares 123,824 Est. Cost $13.37 Unrealized +13.6%
PSNL PERSONALIS INC COM 0.5%
Value ($000) $2,006 Shares 1,013,313 Est. Cost $9.24 Unrealized -72.8%
EFX EQUIFAX INC COM 0.4%
Value ($000) $1,872 Shares 9,631 Est. Cost $132.13 Unrealized +35.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $1,834 Shares 5,936 Est. Cost $232.35 Unrealized +27.8%
T AT&T INC COM 0.4%
Value ($000) $1,755 Shares 95,310 Est. Cost $16.72 Unrealized -9.7%
DUCKHORN PORTFOLIO INC COM 0.4%
Value ($000) $1,650 Shares 99,555 Est. Cost $22.06 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,619 Shares 41,084 Est. Cost $37.79 Unrealized -18.6%
DVN DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $1,612 Shares 26,205 Est. Cost $40.94 Unrealized +45.0%
WM WASTE MGMT INC DEL COM 0.4%
Value ($000) $1,579 Shares 10,064 Est. Cost $102.60 Unrealized +49.3%
HD HOME DEPOT INC COM 0.4%
Value ($000) $1,569 Shares 4,966 Est. Cost $253.20 Unrealized +11.1%
PEBO PEOPLES BANCORP INC COM 0.3%
Value ($000) $1,521 Shares 53,830 Est. Cost $29.41 Unrealized 0.0%
SO SOUTHERN CO COM 0.3%
Value ($000) $1,511 Shares 21,160 Est. Cost $50.52 Unrealized +18.0%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,460 Shares 17,459 Est. Cost $64.02 Unrealized +15.3%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.3%
Value ($000) $1,374 Shares 56,948 Est. Cost $24.36 Unrealized
GIS GENERAL MLS INC COM 0.3%
Value ($000) $1,373 Shares 16,377 Est. Cost $44.57 Unrealized +63.6%
AFL AFLAC INC COM 0.3%
Value ($000) $1,367 Shares 19,006 Est. Cost $44.40 Unrealized +40.8%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.3%
Value ($000) $1,356 Shares 34,318 Est. Cost $42.43 Unrealized -1.6%
WY WEYERHAEUSER CO MTN BE COM NEW 0.3%
Value ($000) $1,349 Shares 43,517 Est. Cost $23.43 Unrealized +17.7%
CFG CITIZENS FINL GROUP INC COM 0.3%
Value ($000) $1,339 Shares 34,000 Est. Cost $28.00 Unrealized +21.1%
PAX PATRIA INVESTMENTS LIMITED COM CL A 0.3%
Value ($000) $1,237 Shares 88,800 Est. Cost $12.66 Unrealized -12.0%
WPC WP CAREY INC COM 0.3%
Value ($000) $1,222 Shares 15,633 Est. Cost $79.49 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $1,212 Shares 4,614 Est. Cost $183.45 Unrealized +32.3%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $1,179 Shares 13,363 Est. Cost $107.31 Unrealized -12.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $1,167 Shares 2,120 Est. Cost $535.95 Unrealized -2.1%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $1,160 Shares 2,385 Est. Cost $324.81 Unrealized +31.3%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $1,114 Shares 24,628 Est. Cost $50.65 Unrealized -19.9%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $1,113 Shares 22,100 Est. Cost $48.87 Unrealized
FDX FEDEX CORP COM 0.3%
Value ($000) $1,111 Shares 6,412 Est. Cost $214.50 Unrealized -27.7%
WMT WALMART INC COM 0.3%
Value ($000) $1,109 Shares 7,825 Est. Cost $36.18 Unrealized +26.2%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $1,105 Shares 16,820 Est. Cost $47.69 Unrealized +9.6%
BLACKROCK INC COM 0.2%
Value ($000) $1,071 Shares 1,512 Est. Cost $713.89 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $1,068 Shares 5,913 Est. Cost $115.14 Unrealized +39.7%
KEY KEYCORP COM 0.2%
Value ($000) $1,066 Shares 61,200 Est. Cost $15.23 Unrealized -2.9%
KO COCA COLA CO COM 0.2%
Value ($000) $1,061 Shares 16,675 Est. Cost $44.37 Unrealized +23.8%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $1,059 Shares 30,510 Est. Cost $41.02 Unrealized -16.8%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $1,029 Shares 21,604 Est. Cost $37.04 Unrealized +11.9%
NEM NEWMONT CORP COM 0.2%
Value ($000) $1,020 Shares 21,600 Est. Cost $40.38 Unrealized +1.1%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $998 Shares 28,527 Est. Cost $31.74 Unrealized -5.3%
ENB ENBRIDGE INC COM 0.2%
Value ($000) $988 Shares 25,268 Est. Cost $26.10 Unrealized +22.0%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $984 Shares 6,736 Est. Cost $16.54 Unrealized -11.4%
FCX FREEPORT-MCMORAN INC CL B 0.2%
Value ($000) $983 Shares 25,857 Est. Cost $14.37 Unrealized +133.0%
PIONEER NAT RES CO COM 0.2%
Value ($000) $938 Shares 4,108 Est. Cost $250.00 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.2%
Value ($000) $937 Shares 9,115 Est. Cost $107.91 Unrealized +6.7%
CSX CSX CORP COM 0.2%
Value ($000) $933 Shares 30,130 Est. Cost $27.95 Unrealized +2.8%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $881 Shares 1,614 Est. Cost $390.98 Unrealized +26.6%
INTC INTEL CORP COM 0.2%
Value ($000) $861 Shares 32,595 Est. Cost $47.70 Unrealized -44.1%
AVGO BROADCOM INC COM 0.2%
Value ($000) $839 Shares 1,500 Est. Cost $29.90 Unrealized +59.2%
WYNN WYNN RESORTS LTD COM 0.2%
Value ($000) $808 Shares 9,800 Est. Cost $74.38 Unrealized -4.4%
FIS FIDELITY NATL INFORMATION SVCS COM 0.2%
Value ($000) $789 Shares 11,632 Est. Cost $94.37 Unrealized -30.7%
MRNA MODERNA INC COM 0.2%
Value ($000) $786 Shares 4,376 Est. Cost $205.02 Unrealized -20.2%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $765 Shares 5,045 Est. Cost $94.24 Unrealized +37.7%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $747 Shares 4,727 Est. Cost $114.54 Unrealized +21.6%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $738 Shares 8,598 Est. Cost $53.64 Unrealized +32.0%
EHC ENCOMPASS HEALTH CORP COM 0.2%
Value ($000) $737 Shares 12,330 Est. Cost $61.82 Unrealized -14.3%
FHN FIRST HORIZON CORPORATION COM 0.2%
Value ($000) $735 Shares 30,000 Est. Cost $11.03 Unrealized +95.2%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $728 Shares 6,166 Est. Cost $47.16 Unrealized +132.0%
GLW CORNING INC COM 0.2%
Value ($000) $726 Shares 22,746 Est. Cost $23.49 Unrealized +26.5%
KMX CARMAX INC COM 0.2%
Value ($000) $723 Shares 11,874 Est. Cost $118.82 Unrealized -46.0%
SPG SIMON PPTY GROUP INC NEW COM 0.2%
Value ($000) $719 Shares 6,120 Est. Cost $62.36 Unrealized +49.9%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $708 Shares 7,000 Est. Cost $60.14 Unrealized +35.2%
CI CIGNA CORP NEW COM 0.2%
Value ($000) $706 Shares 2,131 Est. Cost $167.70 Unrealized +78.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $702 Shares 6,952 Est. Cost $62.68 Unrealized +39.8%
DOW DOW INC COM 0.2%
Value ($000) $665 Shares 13,203 Est. Cost $36.96 Unrealized +9.6%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $660 Shares 4,403 Est. Cost $87.50 Unrealized +69.3%
FNKO FUNKO INC COM CL A 0.1%
Value ($000) $655 Shares 60,000 Est. Cost $19.33 Unrealized -27.4%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $654 Shares 18,728 Est. Cost $35.02 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $637 Shares 9,282 Est. Cost $22.98 Unrealized +8.8%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $627 Shares 12,059 Est. Cost $51.23 Unrealized -14.4%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $624 Shares 4,220 Est. Cost $127.40 Unrealized +11.7%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $617 Shares 9,800 Est. Cost $37.89 Unrealized +70.8%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $617 Shares 2,341 Est. Cost $178.89 Unrealized +37.1%
GTLS CHART INDUSTRIES 0.1%
Value ($000) $615 Shares 5,339 Est. Cost $166.80 Unrealized -3.7%
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $610 Shares 9,557 Est. Cost $64.51 Unrealized -12.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $605 Shares 2,905 Est. Cost $181.86 Unrealized +16.0%
UEIC UNIVERSAL ELECTRS INC COM 0.1%
Value ($000) $589 Shares 28,317 Est. Cost $52.80 Unrealized -60.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $586 Shares 49,348 Est. Cost $9.97 Unrealized
SEIC SEI INVTS CO COM 0.1%
Value ($000) $583 Shares 10,000 Est. Cost $57.17 Unrealized -6.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $575 Shares 5,585 Est. Cost $72.55 Unrealized +16.9%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $574 Shares 1,082 Est. Cost $466.84 Unrealized +7.2%
IRM IRON MTN INC DEL COM 0.1%
Value ($000) $572 Shares 11,483 Est. Cost $28.42 Unrealized +58.3%
KOD KODIAK SCIENCES INC COM 0.1%
Value ($000) $566 Shares 79,000 Est. Cost $9.72 Unrealized -26.2%
MMM 3M CO COM 0.1%
Value ($000) $565 Shares 4,710 Est. Cost $109.89 Unrealized -17.5%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $556 Shares 6,641 Est. Cost $47.56 Unrealized +1.7%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $550 Shares 2,535 Est. Cost $224.92 Unrealized +13.2%
DGII DIGI INTL INC COM 0.1%
Value ($000) $547 Shares 14,978 Est. Cost $35.48 Unrealized +8.5%
SYY SYSCO CORP COM 0.1%
Value ($000) $541 Shares 7,075 Est. Cost $55.14 Unrealized +34.1%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $529 Shares 2,400 Est. Cost $97.49 Unrealized +102.6%
BXMT BLACKSTONE MTG TR INC COM CL A 0.1%
Value ($000) $527 Shares 24,886 Est. Cost $34.39 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $518 Shares 4,711 Est. Cost $89.24 Unrealized +22.0%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $515 Shares 3,250 Est. Cost $121.23 Unrealized +10.1%
BLDR BUILDERS FIRSTSOURCE INC COM 0.1%
Value ($000) $508 Shares 7,823 Est. Cost $54.54 Unrealized +14.5%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $503 Shares 1,977 Est. Cost $185.29 Unrealized +20.5%
SKIN THE BEAUTY HEALTH COMPANY COM CL A 0.1%
Value ($000) $492 Shares 54,100 Est. Cost $12.64 Unrealized -14.6%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $483 Shares 14,364 Est. Cost $41.26 Unrealized -13.3%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $471 Shares 2,000 Est. Cost $143.32 Unrealized +64.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.1%
Value ($000) $453 Shares 28,090 Est. Cost $22.03 Unrealized -31.6%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $436 Shares 9,537 Est. Cost $29.03 Unrealized +20.7%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $433 Shares 4,511 Est. Cost $75.01 Unrealized +12.7%
GEF/B GREIF INC CL B 0.1%
Value ($000) $432 Shares 5,524 Est. Cost $62.88 Unrealized 0.0%
PSN PARSONS CORP DEL COM 0.1%
Value ($000) $416 Shares 9,000 Est. Cost $37.33 Unrealized +23.4%
JXN JACKSON FINANCIAL INC COM CL A 0.1%
Value ($000) $415 Shares 11,927 Est. Cost $32.32 Unrealized -7.3%
DTE DTE ENERGY CO COM 0.1%
Value ($000) $411 Shares 3,500 Est. Cost $87.47 Unrealized +16.0%
RPM RPM INTL INC COM 0.1%
Value ($000) $409 Shares 4,200 Est. Cost $85.82 Unrealized +13.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $404 Shares 6,056 Est. Cost $46.52 Unrealized +24.7%
EOG EOG RES INC COM 0.1%
Value ($000) $400 Shares 3,085 Est. Cost $51.50 Unrealized +128.8%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $396 Shares 2,660 Est. Cost $142.04 Unrealized +5.0%
META META PLATFORMS INC CL A 0.1%
Value ($000) $378 Shares 3,143 Est. Cost $182.52 Unrealized -36.1%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $377 Shares 825 Est. Cost $317.91 Unrealized +47.5%
EG EVEREST RE GROUP LTD COM 0.1%
Value ($000) $364 Shares 1,100 Est. Cost $216.58 Unrealized +36.5%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $351 Shares 1,416 Est. Cost $194.43 Unrealized +17.7%
LINDE PLC SHS 0.1%
Value ($000) $350 Shares 1,074 Est. Cost $275.09 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $349 Shares 30,037 Est. Cost $11.29 Unrealized -10.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $347 Shares 3,300 Est. Cost $164.47 Unrealized -16.8%
NUE NUCOR CORP COM 0.1%
Value ($000) $343 Shares 2,600 Est. Cost $59.18 Unrealized +119.0%
TRN TRINITY INDS INC COM 0.1%
Value ($000) $334 Shares 11,300 Est. Cost $16.71 Unrealized +45.8%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $331 Shares 6,200 Est. Cost $29.60 Unrealized +55.7%
MET METLIFE INC COM 0.1%
Value ($000) $329 Shares 4,545 Est. Cost $30.46 Unrealized +113.7%
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $326 Shares 4,000 Est. Cost $61.58 Unrealized +15.5%
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $324 Shares 3,802 Est. Cost $94.52 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $324 Shares 3,900 Est. Cost $91.97 Unrealized
AES AES CORP COM 0.1%
Value ($000) $322 Shares 11,186 Est. Cost $14.70 Unrealized +60.3%
TE CONNECTIVITY LTD SHS 0.1%
Value ($000) $321 Shares 2,800 Est. Cost $137.15 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $320 Shares 1,240 Est. Cost $151.83 Unrealized +58.8%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $317 Shares 2,500 Est. Cost $76.96 Unrealized +48.2%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $308 Shares 3,095 Est. Cost $88.96 Unrealized -2.5%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $305 Shares 9,274 Est. Cost $25.54 Unrealized +10.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $305 Shares 2,000 Est. Cost $134.20 Unrealized +0.5%
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $305 Shares 35,407 Est. Cost $12.37 Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.1%
Value ($000) $303 Shares 5,000 Est. Cost $45.94 Unrealized +21.0%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $296 Shares 1,705 Est. Cost $92.89 Unrealized +59.4%
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $292 Shares 1,944 Est. Cost $151.67 Unrealized +10.3%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $291 Shares 4,087 Est. Cost $141.48 Unrealized -43.6%
PARAMOUNT GLOBAL CLASS B COM 0.1%
Value ($000) $288 Shares 17,034 Est. Cost $35.87 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $286 Shares 1,526 Est. Cost $115.62 Unrealized +46.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $284 Shares 1,486 Est. Cost $188.43 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value ($000) $280 Shares 5,770 Est. Cost $90.50 Unrealized -52.1%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $280 Shares 6,000 Est. Cost $46.71 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.1%
Value ($000) $276 Shares 5,500 Est. Cost $47.82 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.1%
Value ($000) $275 Shares 12,284 Est. Cost $16.55 Unrealized +0.8%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $273 Shares 2,567 Est. Cost $118.20 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $267 Shares 1,841 Est. Cost $99.99 Unrealized +47.8%
OLN OLIN CORP COM PAR $1 0.1%
Value ($000) $265 Shares 5,000 Est. Cost $41.12 Unrealized +20.5%
HPQ HP INC COM 0.1%
Value ($000) $263 Shares 9,800 Est. Cost $16.34 Unrealized +50.3%
SSYS STRATASYS LTD SHS 0.1%
Value ($000) $261 Shares 22,000 Est. Cost $19.92 Unrealized -33.0%
CASI PHARMACEUTICALS INC COM 0.1%
Value ($000) $260 Shares 145,315 Est. Cost $2.49 Unrealized
STE STERIS PLC SHS USD 0.1%
Value ($000) $259 Shares 1,400 Est. Cost $141.99 Unrealized +20.4%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $258 Shares 1,000 Est. Cost $219.91 Unrealized +8.2%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $257 Shares 6,322 Est. Cost $25.55 Unrealized +27.2%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $250 Shares 1,950 Est. Cost $92.35 Unrealized +23.5%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $248 Shares 649 Est. Cost $431.29 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.1%
Value ($000) $248 Shares 6,590 Est. Cost $33.87 Unrealized -5.9%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $244 Shares 6,300 Est. Cost $26.26 Unrealized +17.9%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $243 Shares 2,500 Est. Cost $97.29 Unrealized -4.1%
REAVES UTIL INCOME FD COM SH BEN INT 0.1%
Value ($000) $241 Shares 8,539 Est. Cost $34.59 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value ($000) $241 Shares 25,370 Est. Cost $18.42 Unrealized -38.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $240 Shares 901 Est. Cost $328.40 Unrealized -19.6%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.1%
Value ($000) $234 Shares 100 Est. Cost $255.92 Unrealized 0.0%
SRE SEMPRA COM 0.1%
Value ($000) $232 Shares 1,500 Est. Cost $63.43 Unrealized +10.1%
CTVA CORTEVA INC COM 0.1%
Value ($000) $228 Shares 3,880 Est. Cost $49.22 Unrealized +24.2%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $228 Shares 6,100 Est. Cost $37.45 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $224 Shares 1,527 Est. Cost $128.52 Unrealized +11.4%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $219 Shares 3,000 Est. Cost $82.91 Unrealized -13.6%
ERIE ERIE INDTY CO CL A 0.0%
Value ($000) $217 Shares 872 Est. Cost $245.27 Unrealized 0.0%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $216 Shares 11,875 Est. Cost $15.96 Unrealized +4.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $215 Shares 2,700 Est. Cost $57.42 Unrealized +23.2%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $213 Shares 4,132 Est. Cost $51.54 Unrealized
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $210 Shares 15,280 Est. Cost $19.36 Unrealized -22.4%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $208 Shares 20,556 Est. Cost $12.85 Unrealized -18.9%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $205 Shares 3,417 Est. Cost $60.04 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $204 Shares 4,000 Est. Cost $33.13 Unrealized +49.8%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $202 Shares 757 Est. Cost $354.39 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $199 Shares 1,000 Est. Cost $183.57 Unrealized +2.5%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $199 Shares 2,223 Est. Cost $73.71 Unrealized +9.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $198 Shares 1,200 Est. Cost $157.28 Unrealized -3.4%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $196 Shares 1,400 Est. Cost $126.58 Unrealized +1.0%
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $196 Shares 17,600 Est. Cost $19.68 Unrealized -49.1%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $196 Shares 5,091 Est. Cost $33.50 Unrealized +1.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $192 Shares 4,455 Est. Cost $44.58 Unrealized -16.8%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $191 Shares 1,832 Est. Cost $80.94 Unrealized +12.9%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $190 Shares 1,992 Est. Cost $84.05 Unrealized -2.8%
OGN ORGANON & CO 0.0%
Value ($000) $187 Shares 6,702 Est. Cost $21.97 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $185 Shares 1,180 Est. Cost $134.48 Unrealized +0.6%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $181 Shares 34,601 Est. Cost $11.08 Unrealized -44.6%
LI-CYCLE HOLDINGS CORP COMMON SHARES 0.0%
Value ($000) $178 Shares 37,439 Est. Cost $9.01 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $175 Shares 5,060 Est. Cost $31.89 Unrealized -6.0%
KOF COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 0.0%
Value ($000) $173 Shares 2,550 Est. Cost $67.88 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $172 Shares 400 Est. Cost $349.66 Unrealized +11.2%
NVGS NAVIGATOR HLDGS LTD SHS 0.0%
Value ($000) $166 Shares 13,871 Est. Cost $9.91 Unrealized +18.6%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $165 Shares 1,258 Est. Cost $121.62 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $164 Shares 1,867 Est. Cost $178.22 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $163 Shares 2,000 Est. Cost $55.51 Unrealized +31.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $159 Shares 4,845 Est. Cost $32.24 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $157 Shares 1,147 Est. Cost $115.34 Unrealized +11.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $153 Shares 110 Est. Cost $27.86 Unrealized +7.2%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $153 Shares 33,446 Est. Cost $5.09 Unrealized -24.3%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $151 Shares 3,058 Est. Cost $40.86 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $150 Shares 4,266 Est. Cost $43.50 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $149 Shares 1,100 Est. Cost $132.28 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $148 Shares 1,690 Est. Cost $82.82 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $140 Shares 2,455 Est. Cost $54.82 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $139 Shares 3,000 Est. Cost $49.17 Unrealized -3.3%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $139 Shares 12,444 Est. Cost $15.03 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $138 Shares 986 Est. Cost $83.84 Unrealized -4.2%
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $137 Shares 26,040 Est. Cost $2.42 Unrealized +68.9%
NRT NORTH EUROPEAN OIL RTY TR SH BEN INT 0.0%
Value ($000) $137 Shares 10,800 Est. Cost $12.31 Unrealized
UFI UNIFI INC COM NEW 0.0%
Value ($000) $137 Shares 15,917 Est. Cost $24.14 Unrealized -64.4%
GEO GEO GROUP INC NEW COM 0.0%
Value ($000) $137 Shares 12,500 Est. Cost $12.80 Unrealized -24.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $137 Shares 806 Est. Cost $168.21 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $136 Shares 1,000 Est. Cost $150.18 Unrealized -24.3%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $128 Shares 3,173 Est. Cost $40.53 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $126 Shares 1,266 Est. Cost $77.96 Unrealized +12.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $123 Shares 2,698 Est. Cost $40.06 Unrealized -2.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $119 Shares 3,120 Est. Cost $34.42 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $117 Shares 2,715 Est. Cost $41.23 Unrealized -14.7%
AHRT ARMADA HOFFLER PPTYS INC COM 0.0%
Value ($000) $115 Shares 10,000 Est. Cost $18.30 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $110 Shares 1,890 Est. Cost $61.10 Unrealized -9.7%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $110 Shares 3,685 Est. Cost $42.40 Unrealized -40.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $109 Shares 1,150 Est. Cost $79.21 Unrealized +2.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $107 Shares 2,600 Est. Cost $37.29 Unrealized +4.3%
CRM SALESFORCE INC COM 0.0%
Value ($000) $104 Shares 781 Est. Cost $273.26 Unrealized -47.2%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $94 Shares 600 Est. Cost $132.58 Unrealized +10.8%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $94 Shares 3,090 Est. Cost $26.86 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $92 Shares 850 Est. Cost $108.06 Unrealized -4.1%
ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND 0.0%
Value ($000) $87 Shares 1,965 Est. Cost $61.39 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $82 Shares 231 Est. Cost $318.25 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $80 Shares 1,666 Est. Cost $46.45 Unrealized -2.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $71.82 Unrealized -2.9%
STXS STEREOTAXIS INC COM NEW 0.0%
Value ($000) $77 Shares 37,393 Est. Cost $3.10 Unrealized -37.0%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $76 Shares 522 Est. Cost $145.93 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $76 Shares 2,298 Est. Cost $32.74 Unrealized -3.1%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $74 Shares 8,625 Est. Cost $8.12 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $72 Shares 718 Est. Cost $213.45 Unrealized -47.0%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $72 Shares 500 Est. Cost $131.69 Unrealized +6.5%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $61 Shares 1,440 Est. Cost $55.35 Unrealized -27.5%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $56 Shares 165 Est. Cost $406.98 Unrealized -21.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $51 Shares 146 Est. Cost $349.32 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $49 Shares 658 Est. Cost $103.52 Unrealized -25.6%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $49 Shares 140 Est. Cost $337.29 Unrealized -4.1%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $49 Shares 240 Est. Cost $202.78 Unrealized
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $43 Shares 256 Est. Cost $164.96 Unrealized 0.0%
EATON VANCE TAX MNGED BUY WRIT COM 0.0%
Value ($000) $42 Shares 3,200 Est. Cost $15.00 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $42 Shares 150 Est. Cost $204.43 Unrealized +38.2%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $41 Shares 300 Est. Cost $120.00 Unrealized
AQUA METALS INC COM 0.0%
Value ($000) $40 Shares 31,900 Est. Cost $0.75 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $37 Shares 250 Est. Cost $170.18 Unrealized -17.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $33 Shares 139 Est. Cost $202.51 Unrealized +13.1%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $32 Shares 775 Est. Cost $37.42 Unrealized
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $30 Shares 5,428 Est. Cost $5.53 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $29 Shares 300 Est. Cost $78.47 Unrealized +16.9%
TSLA TESLA INC COM 0.0%
Value ($000) $27 Shares 217 Est. Cost $277.18 Unrealized -31.7%
PGEN PRECIGEN INC COM 0.0%
Value ($000) $26 Shares 17,000 Est. Cost $4.32 Unrealized -60.1%
FRBKQ REPUBLIC FIRST BANCORP INC COM 0.0%
Value ($000) $26 Shares 12,000 Est. Cost $3.36 Unrealized -21.1%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $23 Shares 100 Est. Cost $228.42 Unrealized -1.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $19 Shares 50 Est. Cost $314.09 Unrealized +16.9%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $18 Shares 203 Est. Cost $58.42 Unrealized +50.1%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $17 Shares 200 Est. Cost $72.42 Unrealized +6.0%
INSEEGO CORP COM 0.0%
Value ($000) $12 Shares 14,365 Est. Cost $8.05 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $9 Shares 65 Est. Cost $122.00 Unrealized +15.8%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 88 Est. Cost $90.91 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $225.90 Unrealized -2.7%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 96 Est. Cost $47.99 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $4 Shares 57 Est. Cost $93.61 Unrealized -29.5%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $2 Shares 230 Est. Cost $10.96 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.71 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $2 Shares 5 Est. Cost $350.00 Unrealized