Abacus Planning Group, Inc. Diversified Active

CIK: 0001602730 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 27, 2021

Total Value ($000): $312,531 (100.0% shares, 0.0% debt)

Holdings (191)

AMZN AMAZON COM INC 7.1%
Value ($000) $22,256 Shares 7,193 Est. Cost $60.22 Unrealized +163.2%
UNP UNION PAC CORP 7.0%
Value ($000) $22,006 Shares 99,842 Est. Cost $105.03 Unrealized +79.1%
VXUS VANGUARD STAR FDS 7.0%
Value ($000) $21,953 Shares 350,134 Est. Cost $43.69 Unrealized
VBR VANGUARD INDEX FDS 6.5%
Value ($000) $20,171 Shares 121,797 Est. Cost $108.98 Unrealized
BOC BOSTON OMAHA CORP 5.2%
Value ($000) $16,186 Shares 547,555 Est. Cost $22.33 Unrealized +62.1%
AAPL APPLE INC 5.1%
Value ($000) $15,867 Shares 129,898 Est. Cost $88.94 Unrealized +40.6%
SCHO SCHWAB STRATEGIC TR 3.6%
Value ($000) $11,320 Shares 220,613 Est. Cost $50.56 Unrealized
VB VANGUARD INDEX FDS 3.4%
Value ($000) $10,709 Shares 50,022 Est. Cost $144.07 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $6,550 Shares 125,832 Est. Cost $35.95 Unrealized
VOO VANGUARD INDEX FDS 2.1%
Value ($000) $6,470 Shares 17,761 Est. Cost $249.46 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN 1.9%
Value ($000) $5,996 Shares 180,000 Est. Cost $5.76 Unrealized +508.0%
EEM ISHARES TR 1.9%
Value ($000) $5,889 Shares 110,407 Est. Cost $41.14 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $5,435 Shares 13,662 Est. Cost $255.81 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $4,628 Shares 19,628 Est. Cost $110.12 Unrealized +102.4%
IWM ISHARES TR 1.3%
Value ($000) $3,970 Shares 17,969 Est. Cost $126.97 Unrealized
GOOG ALPHABET INC 1.2%
Value ($000) $3,676 Shares 1,777 Est. Cost $55.06 Unrealized +78.9%
EW EDWARDS LIFESCIENCES CORP 1.1%
Value ($000) $3,489 Shares 41,717 Est. Cost $67.62 Unrealized +25.0%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $3,280 Shares 21,544 Est. Cost $88.68 Unrealized +43.5%
MTB M & T BK CORP 1.0%
Value ($000) $2,987 Shares 19,704 Est. Cost $126.94 Unrealized -0.6%
EFA ISHARES TR 1.0%
Value ($000) $2,970 Shares 39,149 Est. Cost $60.70 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $2,861 Shares 7,219 Est. Cost $272.76 Unrealized
IWB ISHARES TR 0.8%
Value ($000) $2,485 Shares 11,101 Est. Cost $148.34 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $2,412 Shares 18,349 Est. Cost $97.52 Unrealized
SCHC SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,219 Shares 56,302 Est. Cost $28.74 Unrealized
RWO SPDR INDEX SHS FDS 0.7%
Value ($000) $2,186 Shares 46,300 Est. Cost $39.78 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $2,151 Shares 11,658 Est. Cost $106.74 Unrealized +68.8%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $2,128 Shares 10,294 Est. Cost $139.45 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $2,111 Shares 32,982 Est. Cost $39.13 Unrealized +38.2%
IJS ISHARES TR 0.6%
Value ($000) $1,955 Shares 19,409 Est. Cost $95.60 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,791 Shares 10,897 Est. Cost $110.56 Unrealized +27.3%
KO COCA COLA CO 0.6%
Value ($000) $1,791 Shares 33,980 Est. Cost $36.68 Unrealized +18.3%
FCCO FIRST CMNTY CORP S C 0.6%
Value ($000) $1,750 Shares 87,720 Est. Cost $18.00 Unrealized -10.5%
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,699 Shares 17,697 Est. Cost $65.66 Unrealized
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,683 Shares 44,738 Est. Cost $33.55 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $1,632 Shares 5,540 Est. Cost $155.52 Unrealized +71.9%
LEN LENNAR CORP 0.5%
Value ($000) $1,611 Shares 15,914 Est. Cost $51.50 Unrealized +52.2%
SFST SOUTHERN FIRST BANCSHARES 0.5%
Value ($000) $1,565 Shares 33,383 Est. Cost $40.53 Unrealized +7.7%
XOP SPDR SER TR 0.5%
Value ($000) $1,522 Shares 18,710 Est. Cost $81.35 Unrealized
SCZ ISHARES TR 0.5%
Value ($000) $1,514 Shares 21,074 Est. Cost $52.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,500 Shares 5,872 Est. Cost $208.46 Unrealized +16.5%
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,471 Shares 24,236 Est. Cost $43.28 Unrealized
BAC BK OF AMERICA CORP 0.4%
Value ($000) $1,394 Shares 36,027 Est. Cost $22.74 Unrealized +34.7%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,389 Shares 18,374 Est. Cost $60.05 Unrealized +14.6%
IWV ISHARES TR 0.4%
Value ($000) $1,382 Shares 5,824 Est. Cost $158.15 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,359 Shares 6,040 Est. Cost $89.17 Unrealized +122.8%
TGT TARGET CORP 0.4%
Value ($000) $1,294 Shares 6,534 Est. Cost $61.93 Unrealized +163.5%
BAX BAXTER INTL INC 0.4%
Value ($000) $1,292 Shares 15,321 Est. Cost $55.78 Unrealized +28.1%
FISV FISERV INC 0.4%
Value ($000) $1,275 Shares 10,709 Est. Cost $75.99 Unrealized +51.0%
WESTROCK CO 0.4%
Value ($000) $1,266 Shares 24,320 Est. Cost $37.20 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,255 Shares 22,474 Est. Cost $52.61 Unrealized -17.7%
SHV ISHARES TR 0.4%
Value ($000) $1,221 Shares 11,050 Est. Cost $110.59 Unrealized
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,203 Shares 12,072 Est. Cost $67.77 Unrealized
INTU INTUIT 0.4%
Value ($000) $1,202 Shares 3,138 Est. Cost $174.69 Unrealized +113.9%
ROP ROPER TECHNOLOGIES INC 0.4%
Value ($000) $1,171 Shares 2,904 Est. Cost $283.85 Unrealized +37.3%
PHYS SPROTT PHYSICAL GOLD TR 0.4%
Value ($000) $1,156 Shares 86,233 Est. Cost $10.31 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,118 Shares 8,227 Est. Cost $30.61 Unrealized +41.5%
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,111 Shares 34,955 Est. Cost $26.75 Unrealized
CHD CHURCH & DWIGHT INC 0.4%
Value ($000) $1,106 Shares 12,658 Est. Cost $51.18 Unrealized +53.9%
ENTERCOM COMMUNICATIONS CORP 0.3%
Value ($000) $1,079 Shares 205,556 Est. Cost $1.62 Unrealized
DE DEERE & CO 0.3%
Value ($000) $1,034 Shares 2,765 Est. Cost $126.58 Unrealized +142.9%
PFE PFIZER INC 0.3%
Value ($000) $1,026 Shares 28,317 Est. Cost $25.05 Unrealized +11.9%
AMGN AMGEN INC 0.3%
Value ($000) $1,022 Shares 4,108 Est. Cost $140.64 Unrealized +45.5%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,015 Shares 2,881 Est. Cost $209.07 Unrealized +57.7%
PEP PEPSICO INC 0.3%
Value ($000) $933 Shares 6,593 Est. Cost $93.51 Unrealized +26.1%
MRK MERCK & CO. INC 0.3%
Value ($000) $933 Shares 12,099 Est. Cost $58.59 Unrealized +7.6%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $859 Shares 8,904 Est. Cost $65.81 Unrealized +14.7%
CVS CVS HEALTH CORP 0.3%
Value ($000) $852 Shares 11,331 Est. Cost $53.01 Unrealized +17.5%
VONE VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $840 Shares 4,535 Est. Cost $117.21 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $833 Shares 16,107 Est. Cost $37.87 Unrealized +7.2%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $832 Shares 1,558 Est. Cost $5.74 Unrealized +133.6%
AVUS AMERICAN CENTY ETF TR 0.3%
Value ($000) $814 Shares 11,734 Est. Cost $62.96 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $806 Shares 3,595 Est. Cost $153.80 Unrealized +24.4%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $803 Shares 2,760 Est. Cost $115.10 Unrealized +121.6%
HD HOME DEPOT INC 0.3%
Value ($000) $798 Shares 2,615 Est. Cost $181.62 Unrealized +34.6%
CDW CDW CORP 0.3%
Value ($000) $796 Shares 4,802 Est. Cost $81.77 Unrealized +72.2%
MET METLIFE INC 0.3%
Value ($000) $795 Shares 13,071 Est. Cost $35.27 Unrealized +35.0%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $756 Shares 4,080 Est. Cost $126.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $733 Shares 1,971 Est. Cost $241.15 Unrealized +32.6%
GOOGL ALPHABET INC 0.2%
Value ($000) $730 Shares 354 Est. Cost $54.56 Unrealized +79.5%
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $690 Shares 11,403 Est. Cost $57.18 Unrealized
UNM UNUM GROUP 0.2%
Value ($000) $676 Shares 24,298 Est. Cost $16.65 Unrealized +55.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $675 Shares 12,483 Est. Cost $31.18 Unrealized +48.0%
LOW LOWES COS INC 0.2%
Value ($000) $665 Shares 3,497 Est. Cost $97.31 Unrealized +61.3%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $653 Shares 11,238 Est. Cost $39.22 Unrealized +7.7%
EQH EQUITABLE HLDGS INC 0.2%
Value ($000) $652 Shares 19,979 Est. Cost $17.59 Unrealized +45.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $646 Shares 10,231 Est. Cost $45.93 Unrealized +11.1%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $626 Shares 4,625 Est. Cost $81.23 Unrealized +42.4%
HON HONEYWELL INTL INC 0.2%
Value ($000) $620 Shares 2,858 Est. Cost $118.50 Unrealized +49.1%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $615 Shares 2,290 Est. Cost $128.31 Unrealized +78.4%
ASML ASML HOLDING N V 0.2%
Value ($000) $606 Shares 981 Est. Cost $287.95 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $599 Shares 2,585 Est. Cost $115.07 Unrealized +64.3%
ORCL ORACLE CORP 0.2%
Value ($000) $574 Shares 8,180 Est. Cost $44.96 Unrealized +34.8%
BPOP POPULAR INC 0.2%
Value ($000) $565 Shares 8,036 Est. Cost $32.66 Unrealized +71.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $539 Shares 5,141 Est. Cost $80.67 Unrealized -1.4%
V VISA INC 0.2%
Value ($000) $516 Shares 2,435 Est. Cost $188.36 Unrealized +7.9%
D DOMINION ENERGY INC 0.2%
Value ($000) $504 Shares 6,632 Est. Cost $54.38 Unrealized +7.5%
CME CME GROUP INC 0.2%
Value ($000) $497 Shares 2,435 Est. Cost $151.34 Unrealized +7.8%
ARCONIC CORPORATION 0.2%
Value ($000) $473 Shares 18,643 Est. Cost $13.90 Unrealized
COOPER COS INC 0.2%
Value ($000) $471 Shares 1,226 Est. Cost $251.34 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $468 Shares 21,434 Est. Cost $15.93 Unrealized 0.0%
IUSV ISHARES TR 0.1%
Value ($000) $464 Shares 6,737 Est. Cost $55.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $462 Shares 21,000 Est. Cost $18.72 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $462 Shares 10,666 Est. Cost $50.62 Unrealized
T AT&T INC 0.1%
Value ($000) $455 Shares 15,038 Est. Cost $14.93 Unrealized +8.1%
AON AON PLC 0.1%
Value ($000) $454 Shares 1,974 Est. Cost $195.66 Unrealized +8.6%
MMM 3M CO 0.1%
Value ($000) $434 Shares 2,255 Est. Cost $127.03 Unrealized -1.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $431 Shares 3,238 Est. Cost $100.37 Unrealized -2.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $427 Shares 3,720 Est. Cost $79.36 Unrealized +23.1%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $419 Shares 5,647 Est. Cost $58.12 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $413 Shares 10,565 Est. Cost $31.62 Unrealized 0.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $413 Shares 7,078 Est. Cost $40.55 Unrealized +7.4%
ABT ABBOTT LABS 0.1%
Value ($000) $407 Shares 3,398 Est. Cost $64.69 Unrealized +67.9%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $405 Shares 4,412 Est. Cost $82.54 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $394 Shares 23,679 Est. Cost $11.34 Unrealized +2.0%
IYR ISHARES TR 0.1%
Value ($000) $393 Shares 4,275 Est. Cost $81.11 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $392 Shares 5,405 Est. Cost $60.07 Unrealized -16.1%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $385 Shares 5,896 Est. Cost $55.18 Unrealized
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $385 Shares 6,037 Est. Cost $53.72 Unrealized +8.0%
TXG 10X GENOMICS INC 0.1%
Value ($000) $380 Shares 2,100 Est. Cost $104.97 Unrealized +64.5%
TRU TRANSUNION 0.1%
Value ($000) $375 Shares 4,172 Est. Cost $78.02 Unrealized +12.8%
WOR WORTHINGTON INDS INC 0.1%
Value ($000) $370 Shares 5,519 Est. Cost $38.21 Unrealized 0.0%
MCO MOODYS CORP 0.1%
Value ($000) $357 Shares 1,197 Est. Cost $198.70 Unrealized +36.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $357 Shares 750 Est. Cost $375.24 Unrealized +24.6%
IJR ISHARES TR 0.1%
Value ($000) $343 Shares 3,160 Est. Cost $73.02 Unrealized
BRT BRT APARTMENTS CORP 0.1%
Value ($000) $337 Shares 20,000 Est. Cost $14.15 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $335 Shares 5,091 Est. Cost $61.68 Unrealized
VCEL VERICEL CORP 0.1%
Value ($000) $334 Shares 6,020 Est. Cost $45.25 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $331 Shares 2,500 Est. Cost $71.93 Unrealized +80.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $331 Shares 1,770 Est. Cost $116.20 Unrealized +60.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $328 Shares 4,251 Est. Cost $59.18 Unrealized +10.2%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $327 Shares 3,707 Est. Cost $58.84 Unrealized +40.7%
IEMG ISHARES INC 0.1%
Value ($000) $321 Shares 4,985 Est. Cost $62.78 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $312 Shares 19,824 Est. Cost $9.61 Unrealized +24.7%
HPQ HP INC 0.1%
Value ($000) $309 Shares 9,748 Est. Cost $17.61 Unrealized +32.5%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $307 Shares 1,386 Est. Cost $163.78 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $306 Shares 2,177 Est. Cost $117.47 Unrealized +4.1%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $306 Shares 1,191 Est. Cost $202.35 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $305 Shares 2,428 Est. Cost $115.37 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $301 Shares 3,554 Est. Cost $55.98 Unrealized +20.6%
NGVT INGEVITY CORP 0.1%
Value ($000) $299 Shares 3,957 Est. Cost $65.12 Unrealized +11.8%
CERNER CORP 0.1%
Value ($000) $298 Shares 4,150 Est. Cost $71.81 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $296 Shares 1,572 Est. Cost $121.36 Unrealized +29.1%
AHCO ADAPTHEALTH CORP 0.1%
Value ($000) $295 Shares 8,020 Est. Cost $30.94 Unrealized +14.2%
BA BOEING CO 0.1%
Value ($000) $288 Shares 1,132 Est. Cost $196.58 Unrealized +13.1%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $286 Shares 1,040 Est. Cost $200.00 Unrealized
QVAL ALPHA ARCHITECT ETF TR 0.1%
Value ($000) $283 Shares 8,704 Est. Cost $32.51 Unrealized
FLEX FLEX LTD 0.1%
Value ($000) $278 Shares 15,169 Est. Cost $7.26 Unrealized +89.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $270 Shares 1,430 Est. Cost $116.84 Unrealized +29.5%
ARW ARROW ELECTRS INC 0.1%
Value ($000) $264 Shares 2,384 Est. Cost $88.90 Unrealized +16.9%
BSM BLACK STONE MINERALS L P 0.1%
Value ($000) $262 Shares 30,000 Est. Cost $10.79 Unrealized
SON SONOCO PRODS CO 0.1%
Value ($000) $258 Shares 4,081 Est. Cost $40.46 Unrealized +26.1%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $258 Shares 4,248 Est. Cost $45.57 Unrealized +7.4%
NKE NIKE INC 0.1%
Value ($000) $257 Shares 1,931 Est. Cost $104.23 Unrealized +24.3%
VARIAN MED SYS INC 0.1%
Value ($000) $256 Shares 1,449 Est. Cost $122.50 Unrealized
WERN WERNER ENTERPRISES INC 0.1%
Value ($000) $253 Shares 5,368 Est. Cost $43.49 Unrealized 0.0%
WCC WESCO INTL INC 0.1%
Value ($000) $249 Shares 2,881 Est. Cost $57.60 Unrealized +42.1%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $247 Shares 1,379 Est. Cost $128.38 Unrealized +26.9%
TSLA TESLA INC 0.1%
Value ($000) $247 Shares 370 Est. Cost $175.00 Unrealized +43.5%
BLACKROCK INC 0.1%
Value ($000) $242 Shares 321 Est. Cost $721.31 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $242 Shares 1,649 Est. Cost $129.03 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $239 Shares 986 Est. Cost $137.88 Unrealized +82.7%
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $234 Shares 4,612 Est. Cost $50.74 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $231 Shares 957 Est. Cost $175.87 Unrealized +16.1%
USAC USA COMPRESSION PARTNERS LP 0.1%
Value ($000) $230 Shares 15,000 Est. Cost $15.16 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $230 Shares 2,913 Est. Cost $62.36 Unrealized +12.2%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $226 Shares 1,201 Est. Cost $157.20 Unrealized +6.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $221 Shares 2,038 Est. Cost $92.92 Unrealized +4.1%
BIIB BIOGEN INC 0.1%
Value ($000) $220 Shares 787 Est. Cost $246.31 Unrealized +9.5%
NRG NRG ENERGY INC 0.1%
Value ($000) $218 Shares 5,790 Est. Cost $27.98 Unrealized +23.6%
EBAY EBAY INC. 0.1%
Value ($000) $217 Shares 3,545 Est. Cost $53.20 Unrealized 0.0%
FTV FORTIVE CORP 0.1%
Value ($000) $212 Shares 2,999 Est. Cost $38.10 Unrealized +33.0%
PWR QUANTA SVCS INC 0.1%
Value ($000) $210 Shares 2,386 Est. Cost $65.30 Unrealized +20.9%
CRM SALESFORCE COM INC 0.1%
Value ($000) $204 Shares 961 Est. Cost $219.95 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $202 Shares 1,189 Est. Cost $131.98 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $201 Shares 4,173 Est. Cost $38.54 Unrealized +7.8%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $193 Shares 14,437 Est. Cost $10.83 Unrealized 0.0%
ASRV AMERISERV FINL INC 0.1%
Value ($000) $173 Shares 42,513 Est. Cost $3.30 Unrealized -5.5%
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $154 Shares 13,000 Est. Cost $10.36 Unrealized
TSQ TOWNSQUARE MEDIA INC 0.0%
Value ($000) $149 Shares 13,845 Est. Cost $5.94 Unrealized +63.0%
USA TECHNOLOGIES INC 0.0%
Value ($000) $130 Shares 11,110 Est. Cost $10.44 Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $87 Shares 10,261 Est. Cost $6.24 Unrealized +5.6%
LIMELIGHT NETWORKS INC 0.0%
Value ($000) $80 Shares 22,360 Est. Cost $2.68 Unrealized
DSX DIANA SHIPPING INC 0.0%
Value ($000) $79 Shares 26,415 Est. Cost $1.29 Unrealized +27.6%
PGEN PRECIGEN INC 0.0%
Value ($000) $72 Shares 10,400 Est. Cost $4.32 Unrealized +95.9%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $70 Shares 13,380 Est. Cost $5.21 Unrealized
CERS CERUS CORP 0.0%
Value ($000) $70 Shares 11,700 Est. Cost $3.39 Unrealized +101.0%
EMAGIN CORP 0.0%
Value ($000) $61 Shares 16,210 Est. Cost $0.43 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $44 Shares 11,224 Est. Cost $3.92 Unrealized
TWITTER INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
YELLOWSTONE ACQUISITION CO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $53.01 Unrealized +17.5%