OARSMAN CAPITAL, INC. Diversified Active

CIK: 0001569667 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $231,117 (100.0% shares, 0.0% debt)

Holdings (190)

MSFT Microsoft Corp. 3.8%
Value ($000) $8,778 Shares 37,229 Est. Cost $121.59 Unrealized +83.3%
AAPL Apple Inc. 3.7%
Value ($000) $8,582 Shares 70,256 Est. Cost $90.18 Unrealized +38.7%
Alphabet Inc. Class C 3.2%
Value ($000) $7,464 Shares 3,608 Est. Cost $1164.83 Unrealized
Gold Shares SPDR 2.9%
Value ($000) $6,784 Shares 42,411 Est. Cost $158.25 Unrealized
FISV Fiserv Inc. 2.6%
Value ($000) $5,921 Shares 49,736 Est. Cost $79.77 Unrealized +43.9%
SPSM SPDR Portfolio Small Cap ETF 2.5%
Value ($000) $5,663 Shares 133,970 Est. Cost $28.82 Unrealized
SPYG SPDR S&P 500 Growth ETF 2.1%
Value ($000) $4,946 Shares 87,696 Est. Cost $36.95 Unrealized
SPYV SPDR S&P 500 Value ETF 2.0%
Value ($000) $4,626 Shares 122,053 Est. Cost $30.39 Unrealized
JNJ Johnson & Johnson 1.9%
Value ($000) $4,444 Shares 27,042 Est. Cost $94.08 Unrealized +49.6%
Pacer Trendpilot US Bond ETF 1.7%
Value ($000) $3,957 Shares 145,093 Est. Cost $27.46 Unrealized
CVS CVS Caremark Corp 1.7%
Value ($000) $3,945 Shares 52,435 Est. Cost $54.68 Unrealized +13.9%
IJS S&P 600/Barra Value Index (iSh 1.6%
Value ($000) $3,656 Shares 36,294 Est. Cost $101.01 Unrealized
JPM J.P. Morgan Chase 1.6%
Value ($000) $3,642 Shares 23,921 Est. Cost $66.01 Unrealized +92.8%
AbbVie Inc. 1.5%
Value ($000) $3,446 Shares 31,840 Est. Cost $77.48 Unrealized
MTG MGIC Investment Corp. 1.5%
Value ($000) $3,378 Shares 243,875 Est. Cost $8.47 Unrealized +50.5%
IJT S&P 600/Barra Growth Index (iS 1.3%
Value ($000) $3,025 Shares 23,593 Est. Cost $141.13 Unrealized
BRK/B Berkshire Hathaway cl. B 1.2%
Value ($000) $2,834 Shares 11,095 Est. Cost $163.37 Unrealized +48.6%
AMZN Amazon.com 1.2%
Value ($000) $2,819 Shares 911 Est. Cost $83.72 Unrealized +89.3%
SPDW SPDR S&P Developed World ex-US 1.1%
Value ($000) $2,638 Shares 74,613 Est. Cost $29.29 Unrealized
SPEM SPDR Portfolio Emerging Market 1.0%
Value ($000) $2,366 Shares 54,049 Est. Cost $37.69 Unrealized
RSPG Invesco S&P 500 Equal Weight E 1.0%
Value ($000) $2,291 Shares 56,901 Est. Cost $40.26 Unrealized
UnitedHealth Group Inc 1.0%
Value ($000) $2,213 Shares 5,949 Est. Cost $202.78 Unrealized
OLN Olin Corp 1.0%
Value ($000) $2,207 Shares 58,130 Est. Cost $12.49 Unrealized +120.3%
Vodafone Grp PLC 0.9%
Value ($000) $2,184 Shares 118,477 Est. Cost $17.58 Unrealized
VEA Vanguard FTSE Developed Market 0.9%
Value ($000) $2,182 Shares 44,430 Est. Cost $39.30 Unrealized
Allegheny Technologies 0.9%
Value ($000) $2,089 Shares 99,195 Est. Cost $16.40 Unrealized
BMY Bristol-Myers Squibb 0.9%
Value ($000) $2,066 Shares 32,726 Est. Cost $47.83 Unrealized +6.7%
CAT Caterpillar Inc. 0.9%
Value ($000) $2,022 Shares 8,719 Est. Cost $108.94 Unrealized +73.6%
Alphabet Inc. Class A 0.8%
Value ($000) $1,955 Shares 948 Est. Cost $1160.00 Unrealized
Helen of Troy, Ltd 0.8%
Value ($000) $1,938 Shares 9,198 Est. Cost $113.02 Unrealized
WisdomTree Floating Rate Treas 0.8%
Value ($000) $1,933 Shares 76,993 Est. Cost $25.08 Unrealized
FIXD First Trust TCW Opportunistic 0.8%
Value ($000) $1,907 Shares 36,090 Est. Cost $52.84 Unrealized
C Citigroup Inc. 0.8%
Value ($000) $1,832 Shares 25,181 Est. Cost $43.07 Unrealized +30.5%
BAC Bank of America 0.8%
Value ($000) $1,826 Shares 47,185 Est. Cost $19.66 Unrealized +55.8%
QCOM Qualcomm Inc. 0.8%
Value ($000) $1,823 Shares 13,750 Est. Cost $59.99 Unrealized +116.2%
O-I Glass, Inc. 0.8%
Value ($000) $1,822 Shares 123,600 Est. Cost $11.81 Unrealized
KMB Kimberly-Clark Corp. 0.8%
Value ($000) $1,818 Shares 13,075 Est. Cost $95.83 Unrealized +15.7%
TCF Financial Corporation 0.8%
Value ($000) $1,800 Shares 38,733 Est. Cost $32.58 Unrealized
PEP Pepsico Inc. 0.8%
Value ($000) $1,762 Shares 12,455 Est. Cost $91.84 Unrealized +28.4%
RPM RPM Inc. 0.8%
Value ($000) $1,757 Shares 19,128 Est. Cost $60.86 Unrealized +42.0%
PayPal Holdings, Inc. 0.7%
Value ($000) $1,718 Shares 7,073 Est. Cost $99.73 Unrealized
NVDA NVidia Corp 0.7%
Value ($000) $1,711 Shares 3,205 Est. Cost $6.10 Unrealized +119.7%
Broadcom Inc. 0.7%
Value ($000) $1,702 Shares 3,670 Est. Cost $437.77 Unrealized
AT&T Inc 0.7%
Value ($000) $1,678 Shares 55,437 Est. Cost $35.65 Unrealized
Bunge Ltd 0.7%
Value ($000) $1,660 Shares 20,940 Est. Cost $65.58 Unrealized
Novartis AG 0.7%
Value ($000) $1,628 Shares 19,051 Est. Cost $84.76 Unrealized
SPMD SPDR Portfolio Mid Cap ETF 0.7%
Value ($000) $1,593 Shares 34,802 Est. Cost $33.08 Unrealized
Medtronic plc 0.7%
Value ($000) $1,584 Shares 13,409 Est. Cost $81.73 Unrealized
iShares Core International Agg 0.7%
Value ($000) $1,539 Shares 28,044 Est. Cost $53.67 Unrealized
WEC Energy Group, Inc. 0.7%
Value ($000) $1,513 Shares 16,164 Est. Cost $59.38 Unrealized
OSK Oshkosh Corp 0.6%
Value ($000) $1,497 Shares 12,615 Est. Cost $73.42 Unrealized +30.0%
LNT Alliant Energy 0.6%
Value ($000) $1,494 Shares 27,588 Est. Cost $29.51 Unrealized +44.2%
GS Goldman Sachs 0.6%
Value ($000) $1,493 Shares 4,565 Est. Cost $181.40 Unrealized +52.6%
COF Capital One Finl 0.6%
Value ($000) $1,485 Shares 11,673 Est. Cost $107.90 Unrealized 0.0%
Visa Inc. 0.6%
Value ($000) $1,434 Shares 6,772 Est. Cost $190.27 Unrealized
SCHA Schwab U.S. Small-Cap ETF 0.6%
Value ($000) $1,408 Shares 14,131 Est. Cost $65.54 Unrealized
Invesco CEF Income Composite E 0.6%
Value ($000) $1,374 Shares 59,085 Est. Cost $21.40 Unrealized
VZ Verizon 0.6%
Value ($000) $1,347 Shares 23,158 Est. Cost $33.12 Unrealized +27.6%
PG Procter & Gamble Co. 0.6%
Value ($000) $1,338 Shares 9,876 Est. Cost $74.32 Unrealized +55.6%
AMGN Amgen 0.6%
Value ($000) $1,314 Shares 5,283 Est. Cost $145.46 Unrealized +40.7%
WFC Wells Fargo & Co. 0.6%
Value ($000) $1,302 Shares 33,326 Est. Cost $29.89 Unrealized +5.8%
MCD McDonald's 0.5%
Value ($000) $1,263 Shares 5,633 Est. Cost $106.42 Unrealized +79.7%
XMUIX BlackRock Int. Duration Munici 0.5%
Value ($000) $1,232 Shares 81,888 Est. Cost $13.94 Unrealized
SPDR Portfolio S&P 500 High Di 0.5%
Value ($000) $1,225 Shares 31,815 Est. Cost $31.42 Unrealized
FCX Freeport-McMoran 0.5%
Value ($000) $1,220 Shares 37,060 Est. Cost $30.35 Unrealized 0.0%
TGT Target Corp. 0.5%
Value ($000) $1,218 Shares 6,147 Est. Cost $84.11 Unrealized +94.0%
IJH S&P Midcap 400 Index (iShares) 0.5%
Value ($000) $1,195 Shares 4,593 Est. Cost $232.69 Unrealized
Mosaic Company 0.5%
Value ($000) $1,180 Shares 37,340 Est. Cost $31.60 Unrealized
WisdomTree EAFE Dividend-Wgtd 0.5%
Value ($000) $1,177 Shares 22,383 Est. Cost $44.30 Unrealized
MOD Modine Manufacturing 0.5%
Value ($000) $1,166 Shares 78,974 Est. Cost $9.54 Unrealized +49.1%
BlackRock MuniAssets Fund 0.5%
Value ($000) $1,141 Shares 74,865 Est. Cost $13.69 Unrealized
XPO XPO Logistics, Inc. 0.5%
Value ($000) $1,136 Shares 9,212 Est. Cost $26.19 Unrealized +58.4%
JCI Johnson Controls Intl plc 0.5%
Value ($000) $1,091 Shares 18,287 Est. Cost $41.05 Unrealized +21.8%
ABT Abbott Labs 0.5%
Value ($000) $1,068 Shares 8,916 Est. Cost $68.08 Unrealized +59.6%
INTC Intel Corp. 0.5%
Value ($000) $1,053 Shares 16,449 Est. Cost $37.20 Unrealized +45.4%
EXPE Expedia Group, Inc. 0.5%
Value ($000) $1,048 Shares 6,089 Est. Cost $152.66 Unrealized 0.0%
FDX FedEx Corp. 0.5%
Value ($000) $1,046 Shares 3,683 Est. Cost $211.43 Unrealized +10.8%
Accenture 0.4%
Value ($000) $1,025 Shares 3,710 Est. Cost $161.23 Unrealized
General Electric Co. 0.4%
Value ($000) $1,015 Shares 77,341 Est. Cost $22.47 Unrealized
PFE Pfizer Inc. 0.4%
Value ($000) $945 Shares 26,086 Est. Cost $19.91 Unrealized +40.8%
IGSB iShares Short-Term Corporate B 0.4%
Value ($000) $934 Shares 17,087 Est. Cost $54.78 Unrealized
SCHF Schwab International Equity ET 0.4%
Value ($000) $921 Shares 24,491 Est. Cost $31.23 Unrealized
DIS The Walt Disney Co. 0.4%
Value ($000) $889 Shares 4,819 Est. Cost $70.13 Unrealized +156.9%
VFC VF Corp 0.4%
Value ($000) $845 Shares 10,574 Est. Cost $55.96 Unrealized +45.0%
SCHD Schwab US Dividend Equity ETF 0.4%
Value ($000) $831 Shares 11,391 Est. Cost $54.21 Unrealized
Walgreens Boots Alliance 0.4%
Value ($000) $819 Shares 14,911 Est. Cost $51.82 Unrealized
ORCL Oracle Corp. 0.4%
Value ($000) $812 Shares 11,576 Est. Cost $42.67 Unrealized +42.0%
DJ Wilshire Int'l Real Estate 0.3%
Value ($000) $798 Shares 23,173 Est. Cost $29.18 Unrealized
CVX Chevron Corp. 0.3%
Value ($000) $790 Shares 7,536 Est. Cost $70.35 Unrealized +13.1%
SPDR Short Term Municipal Bond 0.3%
Value ($000) $787 Shares 15,874 Est. Cost $49.54 Unrealized
Berkshire Hathaway cl. A (1/10 0.3%
Value ($000) $771 Shares 200 Est. Cost $2675.00 Unrealized
SCHG Schwab U.S. Large-Cap Growth E 0.3%
Value ($000) $750 Shares 5,780 Est. Cost $78.89 Unrealized
CCL Carnival Corporation 0.3%
Value ($000) $736 Shares 27,747 Est. Cost $21.85 Unrealized +8.0%
WMT Wal-Mart Stores Inc. 0.3%
Value ($000) $733 Shares 5,396 Est. Cost $36.91 Unrealized +17.3%
CSCO Cisco Systems Inc. 0.3%
Value ($000) $722 Shares 13,963 Est. Cost $26.80 Unrealized +51.5%
LQD iShares iBoxx Invest Grade Cor 0.3%
Value ($000) $712 Shares 5,473 Est. Cost $118.48 Unrealized
AAXJ iShares MSCI All Country Asia 0.3%
Value ($000) $707 Shares 7,631 Est. Cost $69.12 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.3%
Value ($000) $697 Shares 7,260 Est. Cost $71.09 Unrealized
Calamos Convertible & High Inc 0.3%
Value ($000) $687 Shares 46,095 Est. Cost $11.34 Unrealized
PIMCO Enhanced Short Maturity 0.3%
Value ($000) $681 Shares 6,686 Est. Cost $101.76 Unrealized
SPDR Dow Jones Global Real Est 0.3%
Value ($000) $665 Shares 14,086 Est. Cost $44.68 Unrealized
MGE Energy 0.3%
Value ($000) $628 Shares 8,790 Est. Cost $61.87 Unrealized
S&P Dep Receipts 0.3%
Value ($000) $621 Shares 1,566 Est. Cost $270.65 Unrealized
Facebook Inc. 0.3%
Value ($000) $618 Shares 2,099 Est. Cost $227.02 Unrealized
DE Deere & Co 0.3%
Value ($000) $614 Shares 1,640 Est. Cost $99.22 Unrealized +209.9%
NEM Newmont Mining Corp 0.3%
Value ($000) $601 Shares 9,968 Est. Cost $54.78 Unrealized -6.4%
WOOD iShares S&P Global Timber & Fo 0.3%
Value ($000) $590 Shares 6,917 Est. Cost $55.50 Unrealized
Apache Corporation 0.3%
Value ($000) $583 Shares 32,572 Est. Cost $17.90 Unrealized
XCel Energy Inc. 0.2%
Value ($000) $577 Shares 8,672 Est. Cost $62.50 Unrealized
PIMCO Corporate Opportunity Fu 0.2%
Value ($000) $565 Shares 30,937 Est. Cost $16.33 Unrealized
TSLA Tesla Motors, Inc. 0.2%
Value ($000) $564 Shares 845 Est. Cost $105.03 Unrealized +139.0%
EFA Europe/Australia/Far-East Inde 0.2%
Value ($000) $551 Shares 7,259 Est. Cost $62.05 Unrealized
GPC Genuine Parts 0.2%
Value ($000) $548 Shares 4,745 Est. Cost $67.34 Unrealized +38.2%
WDFC WD 40 Company 0.2%
Value ($000) $547 Shares 1,785 Est. Cost $94.70 Unrealized +195.8%
EEM MSCI Emerging Markets Index (i 0.2%
Value ($000) $536 Shares 10,057 Est. Cost $40.03 Unrealized
VWO Vanguard Emerging Markets Stoc 0.2%
Value ($000) $527 Shares 10,125 Est. Cost $40.59 Unrealized
iShares Gold Trust 0.2%
Value ($000) $498 Shares 30,624 Est. Cost $16.99 Unrealized
TIP iShares Barclays TIPS Bond Fun 0.2%
Value ($000) $498 Shares 3,967 Est. Cost $116.66 Unrealized
CL Colgate-Palmolive Co. 0.2%
Value ($000) $475 Shares 6,020 Est. Cost $55.21 Unrealized +26.7%
SWK Stanley Black & Decker, Inc. 0.2%
Value ($000) $469 Shares 2,350 Est. Cost $85.28 Unrealized +80.5%
Eaton Vance Limited Duration I 0.2%
Value ($000) $465 Shares 36,847 Est. Cost $11.39 Unrealized
DXJ Wisdom Tree Japan Hedged Equit 0.2%
Value ($000) $450 Shares 7,340 Est. Cost $47.01 Unrealized
OMC Omnicom Group 0.2%
Value ($000) $447 Shares 6,025 Est. Cost $47.57 Unrealized +22.2%
MGK Vanguard Mega Cap 300 Growth I 0.2%
Value ($000) $445 Shares 2,147 Est. Cost $82.89 Unrealized
MidCap SPDRs 0.2%
Value ($000) $437 Shares 918 Est. Cost $420.28 Unrealized
FNDE Schwab Fundamental Emerg Mkts 0.2%
Value ($000) $431 Shares 14,020 Est. Cost $30.74 Unrealized
Ingersoll Rand Inc. 0.2%
Value ($000) $422 Shares 8,572 Est. Cost $24.85 Unrealized
FAST Fastenal Co. 0.2%
Value ($000) $419 Shares 8,331 Est. Cost $16.59 Unrealized +28.3%
XYZ Square, Inc. 0.2%
Value ($000) $416 Shares 1,834 Est. Cost $76.56 Unrealized +205.5%
GD General Dynamics 0.2%
Value ($000) $411 Shares 2,261 Est. Cost $124.65 Unrealized +17.9%
WisdomTree Emerg Mkts High-Yie 0.2%
Value ($000) $401 Shares 9,042 Est. Cost $36.28 Unrealized
IJR iShares S&P SmallCap 600 Index 0.2%
Value ($000) $397 Shares 3,654 Est. Cost $79.43 Unrealized
MSCI Japan Index (iShares) 0.2%
Value ($000) $377 Shares 5,507 Est. Cost $58.31 Unrealized
ARKK ARK Innovation ETF 0.2%
Value ($000) $371 Shares 3,090 Est. Cost $120.06 Unrealized
Altria Group 0.2%
Value ($000) $357 Shares 6,970 Est. Cost $39.27 Unrealized
VEU Vanguard FTSE All-World ex-US 0.1%
Value ($000) $345 Shares 5,678 Est. Cost $48.61 Unrealized
HD Home Depot Inc. 0.1%
Value ($000) $344 Shares 1,126 Est. Cost $135.54 Unrealized +80.3%
Nuveen Municipal Value Fund In 0.1%
Value ($000) $328 Shares 29,400 Est. Cost $9.81 Unrealized
LLY Lilly Eli & Co. 0.1%
Value ($000) $324 Shares 1,735 Est. Cost $153.01 Unrealized +21.6%
HSY Hershey Foods Corp 0.1%
Value ($000) $316 Shares 2,000 Est. Cost $83.10 Unrealized +61.3%
Invesco Ultra Short-Duration E 0.1%
Value ($000) $316 Shares 6,265 Est. Cost $50.39 Unrealized
LMT Lockheed Martin Corp. 0.1%
Value ($000) $314 Shares 850 Est. Cost $161.89 Unrealized +85.3%
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $308 Shares 5,713 Est. Cost $56.27 Unrealized
Range Resources 0.1%
Value ($000) $308 Shares 29,770 Est. Cost $5.80 Unrealized
The Interpublic Group of Compa 0.1%
Value ($000) $306 Shares 10,466 Est. Cost $13.32 Unrealized +65.2%
IUSG iShares Core S&P U.S. Growth E 0.1%
Value ($000) $288 Shares 3,176 Est. Cost $71.79 Unrealized
Invesco MSCI Global Timber ETF 0.1%
Value ($000) $284 Shares 7,900 Est. Cost $28.14 Unrealized
PAYX Paychex 0.1%
Value ($000) $283 Shares 2,885 Est. Cost $58.96 Unrealized +36.3%
PRU Prudential Financial, Inc. 0.1%
Value ($000) $280 Shares 3,075 Est. Cost $44.25 Unrealized +53.2%
MMM 3M Company 0.1%
Value ($000) $276 Shares 1,432 Est. Cost $103.17 Unrealized +21.2%
Fidelity National Info Service 0.1%
Value ($000) $269 Shares 1,912 Est. Cost $134.01 Unrealized
XOM Exxon-Mobil 0.1%
Value ($000) $265 Shares 4,751 Est. Cost $30.36 Unrealized +42.7%
D Dominion Resources Inc. 0.1%
Value ($000) $261 Shares 3,434 Est. Cost $62.65 Unrealized -6.6%
VB Vanguard Small Cap ETF 0.1%
Value ($000) $261 Shares 1,218 Est. Cost $146.02 Unrealized
KO Coca-Cola Co. 0.1%
Value ($000) $259 Shares 4,906 Est. Cost $38.72 Unrealized +12.0%
SCHE Schwab Emerging Markets Equity 0.1%
Value ($000) $252 Shares 7,940 Est. Cost $25.25 Unrealized
IVE S&P 500/Barra Value (iShares) 0.1%
Value ($000) $250 Shares 1,770 Est. Cost $108.15 Unrealized
Merck & Co. Inc. 0.1%
Value ($000) $250 Shares 3,237 Est. Cost $77.39 Unrealized
Diebold, Incorporated 0.1%
Value ($000) $249 Shares 17,600 Est. Cost $15.49 Unrealized
IWP iShares Russell Growth Midcap 0.1%
Value ($000) $247 Shares 2,424 Est. Cost $130.39 Unrealized
UNP Union Pacific Corp. 0.1%
Value ($000) $243 Shares 1,100 Est. Cost $164.87 Unrealized +14.1%
FXI China-H FTSE/Xinhua 25 Index ( 0.1%
Value ($000) $241 Shares 5,164 Est. Cost $39.71 Unrealized
SPDR Lehman Municipal Bond ETF 0.1%
Value ($000) $239 Shares 4,621 Est. Cost $51.61 Unrealized
GBTC Grayscale Bitcoin Trust (BTC) 0.1%
Value ($000) $234 Shares 4,673 Est. Cost $50.07 Unrealized
WisdomTree Int'l Hedged Divide 0.1%
Value ($000) $228 Shares 5,525 Est. Cost $36.62 Unrealized
DUK Duke Energy 0.1%
Value ($000) $228 Shares 2,366 Est. Cost $55.62 Unrealized +35.7%
RRX Regal-Beloit Corp. 0.1%
Value ($000) $224 Shares 1,570 Est. Cost $110.43 Unrealized +24.4%
EXAS Exact Sciences Corp. 0.1%
Value ($000) $224 Shares 1,700 Est. Cost $121.38 Unrealized +12.8%
WY Weyerhaeuser Co. 0.1%
Value ($000) $223 Shares 6,263 Est. Cost $24.49 Unrealized +13.8%
SCHV Schwab U.S. Large-Cap Value ET 0.1%
Value ($000) $221 Shares 3,385 Est. Cost $50.22 Unrealized
Vanguard Total Intl Bond Ind E 0.1%
Value ($000) $220 Shares 3,848 Est. Cost $57.75 Unrealized
VTI Vanguard Total Stock Market ET 0.1%
Value ($000) $219 Shares 1,059 Est. Cost $195.00 Unrealized
IBM Intl Business Mach. Corp. 0.1%
Value ($000) $216 Shares 1,624 Est. Cost $114.59 Unrealized -14.4%
CI Cigna Corp. 0.1%
Value ($000) $216 Shares 895 Est. Cost $204.18 Unrealized 0.0%
PM Philip Morris International 0.1%
Value ($000) $215 Shares 2,421 Est. Cost $54.79 Unrealized +21.9%
BMO Bank of Montreal 0.1%
Value ($000) $212 Shares 2,377 Est. Cost $66.81 Unrealized 0.0%
BA Boeing 0.1%
Value ($000) $205 Shares 806 Est. Cost $222.27 Unrealized 0.0%
USB U.S. Bancorp 0.1%
Value ($000) $203 Shares 3,672 Est. Cost $40.32 Unrealized 0.0%
Sprott Physical Gold and Silve 0.1%
Value ($000) $202 Shares 11,625 Est. Cost $13.41 Unrealized
ProShares S&P 500 Index Invers 0.1%
Value ($000) $184 Shares 10,958 Est. Cost $29.05 Unrealized
Duff & Phelps Select Income Fu 0.1%
Value ($000) $184 Shares 18,620 Est. Cost $10.43 Unrealized
Nuveen Dividend Advantage Muni 0.1%
Value ($000) $181 Shares 10,725 Est. Cost $15.16 Unrealized
Madison Covered Call&Equity St 0.1%
Value ($000) $143 Shares 18,873 Est. Cost $6.53 Unrealized
QUAD Quad/Graphics, Inc. 0.0%
Value ($000) $106 Shares 30,150 Est. Cost $14.03 Unrealized -66.1%
Templeton Global Income Fund 0.0%
Value ($000) $77 Shares 14,500 Est. Cost $6.63 Unrealized
Putnam Master Intrm Inc Tr 0.0%
Value ($000) $58 Shares 13,500 Est. Cost $4.69 Unrealized
Cambridge Heart 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.02 Unrealized
China Jo-Jo Drugstores, Inc. 0.0%
Value ($000) $21 Shares 19,000 Est. Cost $0.95 Unrealized
Medical Marijuana, Inc. 0.0%
Value ($000) $2 Shares 42,300 Est. Cost $0.05 Unrealized
Healthier Choices Management C 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized