Allegheny Financial Group LTD Diversified Active

CIK: 0001844148 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $214,559 (100.0% shares, 0.0% debt)

Holdings (166)

ERIE ERIE INDEMNITY CO 7.3%
Value ($000) $15,711 Shares 81,748 Est. Cost $211.78 Unrealized -22.5%
ANSYS INC COM USD0.01 6.2%
Value ($000) $13,389 Shares 55,955 Est. Cost $363.79 Unrealized
NVR NVR INC COM 6.0%
Value ($000) $12,924 Shares 3,228 Est. Cost $4860.40 Unrealized -12.3%
DGRO ISHARES TRUST CORE DIVID GWTH 4.8%
Value ($000) $10,199 Shares 214,088 Est. Cost $45.28 Unrealized
XOM EXXON MOBIL CORP 4.6%
Value ($000) $9,803 Shares 114,466 Est. Cost $31.52 Unrealized +152.5%
AAPL APPLE INC 4.3%
Value ($000) $9,206 Shares 67,338 Est. Cost $129.10 Unrealized +15.1%
STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 3.8%
Value ($000) $8,149 Shares 155,847 Est. Cost $54.85 Unrealized
PPG PPG INDUSTRIES INC COM 3.2%
Value ($000) $6,789 Shares 59,376 Est. Cost $156.34 Unrealized -26.0%
INFL LISTED FD TR HORIZON KINETICS 2.7%
Value ($000) $5,700 Shares 199,717 Est. Cost $30.78 Unrealized
FBND FIDELITY TOTAL BOND ETF 2.4%
Value ($000) $5,241 Shares 112,646 Est. Cost $53.19 Unrealized
RH RH COM 2.2%
Value ($000) $4,824 Shares 22,726 Est. Cost $649.41 Unrealized -54.3%
MSFT MICROSOFT CORP 2.1%
Value ($000) $4,548 Shares 17,709 Est. Cost $224.15 Unrealized +17.5%
SCHG SCHWAB US LARGE-CAP GROWTH ETF 1.8%
Value ($000) $3,860 Shares 66,561 Est. Cost $95.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 1.7%
Value ($000) $3,688 Shares 13,508 Est. Cost $220.20 Unrealized +42.5%
SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 1.7%
Value ($000) $3,586 Shares 43,309 Est. Cost $86.34 Unrealized
IAGG ISHARES INTL AGGREGATE BOND 1.6%
Value ($000) $3,448 Shares 69,229 Est. Cost $56.04 Unrealized
IYR ISHARES U S REAL ESTATE ETF 1.4%
Value ($000) $3,079 Shares 33,474 Est. Cost $87.16 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 1.2%
Value ($000) $2,657 Shares 7,044 Est. Cost $422.21 Unrealized
MRK MERCK &CO. INC COM 1.2%
Value ($000) $2,574 Shares 28,234 Est. Cost $64.94 Unrealized +22.0%
INN SUMMIT HOTEL PPTYS INC COM 1.1%
Value ($000) $2,362 Shares 324,902 Est. Cost $9.33 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 1.1%
Value ($000) $2,318 Shares 13,061 Est. Cost $128.73 Unrealized +24.2%
UNP UNION PAC CORP COM 1.1%
Value ($000) $2,310 Shares 10,829 Est. Cost $200.38 Unrealized +4.2%
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $2,000 Shares 13,909 Est. Cost $120.80 Unrealized +13.7%
CMCSA COMCAST CORP 0.8%
Value ($000) $1,729 Shares 44,053 Est. Cost $41.71 Unrealized -8.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.8%
Value ($000) $1,707 Shares 16,312 Est. Cost $106.38 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.8%
Value ($000) $1,660 Shares 11,758 Est. Cost $93.91 Unrealized +25.1%
BRK/A BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $1,636 Shares 4 Est. Cost $330761.80 Unrealized +42.5%
PFE PFIZER INC 0.7%
Value ($000) $1,565 Shares 29,842 Est. Cost $31.38 Unrealized +33.8%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $1,492 Shares 682 Est. Cost $129.54 Unrealized -9.5%
HORIZON PHARMA PLC COM USD0.0001 ISIN #IE00BQPVQZ61 0.7%
Value ($000) $1,461 Shares 18,316 Est. Cost $73.14 Unrealized
PNC PNC FINANCIAL SERVICES GROUP COM USD5 0.7%
Value ($000) $1,440 Shares 9,130 Est. Cost $158.69 Unrealized -8.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $1,401 Shares 18,194 Est. Cost $50.01 Unrealized +29.9%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,331 Shares 26,230 Est. Cost $43.35 Unrealized -7.5%
XMUIX BLACKROCK MUNICIPAL INCOME FUND INC 0.6%
Value ($000) $1,270 Shares 106,646 Est. Cost $15.19 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $1,257 Shares 8,208 Est. Cost $78.94 Unrealized +69.9%
AFL AFLAC INC COM 0.5%
Value ($000) $1,164 Shares 21,040 Est. Cost $37.42 Unrealized +45.3%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,129 Shares 518 Est. Cost $118.89 Unrealized -1.7%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $1,105 Shares 7,632 Est. Cost $74.51 Unrealized +91.5%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.5%
Value ($000) $1,088 Shares 11,021 Est. Cost $76.42 Unrealized +11.8%
QNST QUINSTREET INC COM 0.5%
Value ($000) $1,035 Shares 102,902 Est. Cost $18.83 Unrealized -44.2%
IJH ISHARES S&P MIDCAP 400 INDEX FUND 0.5%
Value ($000) $1,032 Shares 4,561 Est. Cost $243.34 Unrealized
LLY ELI LILLY AND CO 0.5%
Value ($000) $973 Shares 3,000 Est. Cost $141.36 Unrealized +105.8%
HSY HERSHEY COMPANY COM USD1.00 0.4%
Value ($000) $964 Shares 4,482 Est. Cost $132.16 Unrealized +50.3%
T AT&T INC COM USD1 0.4%
Value ($000) $962 Shares 45,906 Est. Cost $15.46 Unrealized +5.4%
COST COSTCO WHOLESALE CORP COM USD0.01 0.4%
Value ($000) $937 Shares 1,955 Est. Cost $348.48 Unrealized +39.1%
NSC NORFOLK SOUTHN CORP COM 0.4%
Value ($000) $879 Shares 3,869 Est. Cost $250.29 Unrealized -9.5%
AA ALCOA CORP COM 0.4%
Value ($000) $865 Shares 18,988 Est. Cost $46.24 Unrealized +34.5%
TSLA TESLA INC COM 0.4%
Value ($000) $865 Shares 1,285 Est. Cost $250.74 Unrealized +8.9%
IJJ ISHARES TRUST S & P MID CAPITAL 0.4%
Value ($000) $852 Shares 9,027 Est. Cost $102.14 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $840 Shares 7,912 Est. Cost $128.14 Unrealized -2.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $836 Shares 5,769 Est. Cost $155.42 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.4%
Value ($000) $829 Shares 13,013 Est. Cost $71.35 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.4%
Value ($000) $828 Shares 58,461 Est. Cost $17.07 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.4%
Value ($000) $820 Shares 4,719 Est. Cost $164.40 Unrealized +1.2%
VTWG VANGUARD SCOTTSDALE FDS VANGUARD RUSS200 GRW IDX ETF SHS 0.4%
Value ($000) $814 Shares 5,426 Est. Cost $150.02 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $811 Shares 2,958 Est. Cost $250.81 Unrealized +7.3%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $810 Shares 7,191 Est. Cost $101.17 Unrealized +11.7%
KO COCA-COLA CO 0.4%
Value ($000) $778 Shares 12,360 Est. Cost $44.35 Unrealized +28.0%
PEP PEPSICO INC 0.4%
Value ($000) $773 Shares 4,636 Est. Cost $126.26 Unrealized +18.6%
IWB ISHARES RUSSELL 1000 INDEX FUND 0.4%
Value ($000) $767 Shares 3,692 Est. Cost $227.24 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.4%
Value ($000) $754 Shares 4,282 Est. Cost $212.38 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $688 Shares 7,661 Est. Cost $48.39 Unrealized +85.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $686 Shares 16,417 Est. Cost $26.69 Unrealized +44.0%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $683 Shares 1,803 Est. Cost $385.55 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $644 Shares 17,278 Est. Cost $37.85 Unrealized +7.6%
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $634 Shares 20,367 Est. Cost $23.85 Unrealized +37.3%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.3%
Value ($000) $631 Shares 424 Est. Cost $145.24 Unrealized +7.5%
MMM 3M CO 0.3%
Value ($000) $630 Shares 4,871 Est. Cost $117.52 Unrealized -10.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $628 Shares 4,916 Est. Cost $122.25 Unrealized +2.2%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $616 Shares 5,671 Est. Cost $99.26 Unrealized +6.9%
MPC MARATHON PETROLEUM CORP COM USD0.01 0.3%
Value ($000) $613 Shares 7,453 Est. Cost $40.36 Unrealized +113.8%
SO SOUTHERN CO 0.3%
Value ($000) $608 Shares 8,521 Est. Cost $53.77 Unrealized +19.6%
AXP AMERICAN EXPRESS CO COM USD0.20 0.3%
Value ($000) $608 Shares 4,385 Est. Cost $104.30 Unrealized +51.1%
GDX VANECK ETF TR VANECK GOLD MINERS ETF 0.3%
Value ($000) $601 Shares 21,938 Est. Cost $33.25 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $564 Shares 2,000 Est. Cost $194.45 Unrealized +37.6%
EXC EXELON CORP COM NPV 0.3%
Value ($000) $562 Shares 12,392 Est. Cost $27.49 Unrealized +50.0%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $542 Shares 12,717 Est. Cost $36.67 Unrealized +16.8%
FCF FIRST COMMONWEALTH FINANCIAL CORP 0.2%
Value ($000) $519 Shares 38,696 Est. Cost $8.04 Unrealized +51.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $512 Shares 997 Est. Cost $369.03 Unrealized +27.6%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.2%
Value ($000) $486 Shares 4,778 Est. Cost $104.25 Unrealized
IYE ISHARES DOW JONES US ENERGY SECTOR FUND 0.2%
Value ($000) $483 Shares 12,673 Est. Cost $21.76 Unrealized
GIS GENERAL MILLS INC COM USD0.10 0.2%
Value ($000) $471 Shares 6,242 Est. Cost $50.97 Unrealized +21.3%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $465 Shares 2,603 Est. Cost $189.83 Unrealized +3.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 0.2%
Value ($000) $453 Shares 8,768 Est. Cost $62.04 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.2%
Value ($000) $440 Shares 1,972 Est. Cost $266.33 Unrealized
ETN EATON CORP PLC COM 0.2%
Value ($000) $437 Shares 3,466 Est. Cost $103.87 Unrealized +27.6%
ALL ALLSTATE CORP COM USD0.01 0.2%
Value ($000) $436 Shares 3,437 Est. Cost $86.64 Unrealized +38.5%
IJR ISHARES CORE S&P SMALL-CAP E 0.2%
Value ($000) $429 Shares 4,645 Est. Cost $92.40 Unrealized
EQWL INVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGH 0.2%
Value ($000) $422 Shares 5,914 Est. Cost $68.76 Unrealized
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.2%
Value ($000) $401 Shares 9,615 Est. Cost $33.17 Unrealized +20.8%
TT TRANE TECHNOLOGIES PLC COM USD1 0.2%
Value ($000) $392 Shares 3,020 Est. Cost $154.75 Unrealized -14.5%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $388 Shares 4,109 Est. Cost $142.20 Unrealized -23.7%
IMCG ISHARES TR MRGSTR MD CP GRW 0.2%
Value ($000) $378 Shares 7,279 Est. Cost $62.43 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 0.2%
Value ($000) $373 Shares 2,782 Est. Cost $134.08 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $369 Shares 2,181 Est. Cost $199.10 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $368 Shares 1,005 Est. Cost $482.61 Unrealized -15.7%
EFG ISHARES TR EAFE GRWTH ETF 0.2%
Value ($000) $364 Shares 4,519 Est. Cost $80.55 Unrealized
PPL PPL CORP COM 0.2%
Value ($000) $360 Shares 13,280 Est. Cost $24.28 Unrealized +4.2%
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.2%
Value ($000) $358 Shares 1,706 Est. Cost $164.74 Unrealized +22.9%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $354 Shares 652 Est. Cost $523.04 Unrealized +4.1%
BLACKROCK MUN INCOME QUALITY T COM 0.2%
Value ($000) $349 Shares 28,144 Est. Cost $12.40 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.2%
Value ($000) $349 Shares 1,770 Est. Cost $220.19 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.2%
Value ($000) $346 Shares 6,331 Est. Cost $54.65 Unrealized
MDLZ MONDELEZ INTL INC COM NPV 0.2%
Value ($000) $345 Shares 5,564 Est. Cost $50.44 Unrealized +13.5%
USB US BANCORP 0.2%
Value ($000) $345 Shares 7,501 Est. Cost $47.72 Unrealized -12.2%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.2%
Value ($000) $344 Shares 2,608 Est. Cost $140.16 Unrealized
BDX BECTON DICKINSON &CO COM USD1.00 0.2%
Value ($000) $337 Shares 1,365 Est. Cost $216.38 Unrealized +10.2%
O REALTY INCOME CORP COM 0.2%
Value ($000) $337 Shares 4,943 Est. Cost $55.37 Unrealized +2.0%
INTC INTEL CORP COM 0.2%
Value ($000) $337 Shares 9,016 Est. Cost $45.45 Unrealized -10.6%
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $335 Shares 11,812 Est. Cost $20.53 Unrealized
DKS DICK S SPORTING GOODS INC 0.2%
Value ($000) $327 Shares 4,336 Est. Cost $73.13 Unrealized +11.4%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $326 Shares 4,205 Est. Cost $67.55 Unrealized +1.9%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.2%
Value ($000) $325 Shares 3,031 Est. Cost $78.33 Unrealized +21.8%
DE DEERE & CO 0.2%
Value ($000) $323 Shares 1,079 Est. Cost $349.66 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $322 Shares 5,156 Est. Cost $72.81 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.1%
Value ($000) $318 Shares 5,305 Est. Cost $68.42 Unrealized -19.5%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $312 Shares 3,908 Est. Cost $63.70 Unrealized +8.9%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $310 Shares 1,221 Est. Cost $196.00 Unrealized +15.4%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $309 Shares 4,851 Est. Cost $62.84 Unrealized -24.3%
PAYX PAYCHEX INC COM USD0.01 0.1%
Value ($000) $307 Shares 2,699 Est. Cost $109.73 Unrealized +2.9%
VSS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF 0.1%
Value ($000) $287 Shares 2,782 Est. Cost $136.21 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 0.1%
Value ($000) $270 Shares 22,434 Est. Cost $9.11 Unrealized +22.9%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $267 Shares 554 Est. Cost $300.80 Unrealized +56.1%
GL GLOBE LIFE INC COM 0.1%
Value ($000) $263 Shares 2,700 Est. Cost $85.37 Unrealized +11.5%
CCI CROWN CASTLE INTL CORP NEW COM ISIN #US22822V1017 SEDOL #BTGQCX1 0.1%
Value ($000) $257 Shares 1,524 Est. Cost $127.80 Unrealized +17.5%
ACN ACCENTURE PLC 0.1%
Value ($000) $256 Shares 922 Est. Cost $244.88 Unrealized +16.2%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $244 Shares 2,551 Est. Cost $82.22 Unrealized +7.6%
ED CONSOLIDATED EDISON INC COM USD0.10 0.1%
Value ($000) $241 Shares 2,537 Est. Cost $68.08 Unrealized +23.5%
DTE DTE ENERGY CO 0.1%
Value ($000) $240 Shares 1,890 Est. Cost $100.17 Unrealized +14.9%
TXT TEXTRON INC 0.1%
Value ($000) $238 Shares 3,898 Est. Cost $64.33 Unrealized +1.6%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $236 Shares 4,114 Est. Cost $47.25 Unrealized +23.6%
BA BOEING CO COM USD5.00 0.1%
Value ($000) $235 Shares 1,716 Est. Cost $192.22 Unrealized -23.3%
LOW LOWES COMPANIES INC COM USD0.50 0.1%
Value ($000) $233 Shares 1,332 Est. Cost $152.10 Unrealized +18.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $230 Shares 2,193 Est. Cost $155.74 Unrealized -26.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $229 Shares 2,253 Est. Cost $114.88 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $229 Shares 4,224 Est. Cost $48.99 Unrealized +13.9%
AVGO BROADCOM INC COM 0.1%
Value ($000) $227 Shares 466 Est. Cost $41.71 Unrealized +25.6%
MKC MCCORMICK &COMPANY INC COM NPV 0.1%
Value ($000) $225 Shares 2,702 Est. Cost $84.51 Unrealized +3.1%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $220 Shares 3,954 Est. Cost $23.71 Unrealized +6.8%
DOW DOW INC COM 0.1%
Value ($000) $220 Shares 4,259 Est. Cost $39.49 Unrealized +31.1%
AMGN AMGEN INC 0.1%
Value ($000) $219 Shares 901 Est. Cost $185.15 Unrealized +18.1%
CVS CVS HEALTH CORPORATION COM USD0.01 0.1%
Value ($000) $218 Shares 2,354 Est. Cost $85.91 Unrealized 0.0%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $218 Shares 5,426 Est. Cost $51.82 Unrealized -20.6%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.1%
Value ($000) $217 Shares 2,368 Est. Cost $127.48 Unrealized -29.0%
ORCL ORACLE CORP 0.1%
Value ($000) $214 Shares 3,056 Est. Cost $73.91 Unrealized -5.5%
VTWV VANGUARD SCOTTSDALE FDS VANGUARD RUSS2000 VAL IDX FD ETF SHS 0.1%
Value ($000) $213 Shares 1,791 Est. Cost $118.93 Unrealized
MCD MCDONALD S CORP 0.1%
Value ($000) $209 Shares 847 Est. Cost $215.84 Unrealized +4.9%
LPX LOUISIANA-PACIFIC CORP COM USD1.00 0.1%
Value ($000) $208 Shares 3,976 Est. Cost $45.32 Unrealized +41.6%
XLE SELECT SECTOR SPDR TR ENERGY 0.1%
Value ($000) $208 Shares 2,914 Est. Cost $76.31 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $206 Shares 2,162 Est. Cost $94.26 Unrealized +9.8%
APPN APPIAN CORP CL A 0.1%
Value ($000) $205 Shares 4,330 Est. Cost $111.98 Unrealized -55.1%
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $201 Shares 1,191 Est. Cost $180.45 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $200 Shares 2,442 Est. Cost $72.84 Unrealized +11.1%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $200 Shares 5,098 Est. Cost $39.95 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value ($000) $147 Shares 10,945 Est. Cost $18.55 Unrealized 0.0%
THE NECESSITY RETAIL REIT INC CLASS A COMMON STOCK 0.1%
Value ($000) $119 Shares 16,324 Est. Cost $7.45 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $116 Shares 10,415 Est. Cost $14.00 Unrealized -24.7%
IVERIC BIO INC COM 0.0%
Value ($000) $101 Shares 10,500 Est. Cost $6.87 Unrealized
NEUBERGER BERMAN REAL ESTATE S COM 0.0%
Value ($000) $59 Shares 14,619 Est. Cost $4.04 Unrealized
MVIS MICROVISION INC COM 0.0%
Value ($000) $46 Shares 11,859 Est. Cost $3.11 Unrealized +14.8%
22ND CENTY GROUP INC COM 0.0%
Value ($000) $46 Shares 21,595 Est. Cost $2.22 Unrealized
PSNL PERSONALIS INC COM 0.0%
Value ($000) $35 Shares 10,233 Est. Cost $16.67 Unrealized -69.5%
LCTX LINEAGE CELL THERAPEUTICS INC COM 0.0%
Value ($000) $32 Shares 20,000 Est. Cost $1.40 Unrealized -5.7%
CLOVIS ONCOLOGY INC COM USD0.001 0.0%
Value ($000) $26 Shares 14,424 Est. Cost $4.80 Unrealized
VIRNETX HOLDING CORP 0.0%
Value ($000) $20 Shares 17,515 Est. Cost $4.28 Unrealized
BROOKLYN IMMUNOTHERAPEUTICS COM 0.0%
Value ($000) $6 Shares 11,595 Est. Cost $9.31 Unrealized