Private Advisory Group LLC Quant / Systematic

CIK: 0001632965 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $437,739 (100.0% shares, 0.0% debt)

Holdings (178)

AAPL APPLE INC 5.6%
Value ($000) $24,484 Shares 177,165 Est. Cost $102.54 Unrealized +50.5%
MSFT MICROSOFT CORP 4.3%
Value ($000) $18,894 Shares 81,127 Est. Cost $135.09 Unrealized +90.2%
AMZN AMAZON COM INC 4.2%
Value ($000) $18,542 Shares 164,092 Est. Cost $123.89 Unrealized +2.0%
GOOG ALPHABET INC 2.9%
Value ($000) $12,841 Shares 133,552 Est. Cost $108.84 Unrealized +1.8%
NFLX NETFLIX INC 2.9%
Value ($000) $12,494 Shares 53,068 Est. Cost $22.18 Unrealized +0.1%
COST COSTCO WHSL CORP NEW 2.7%
Value ($000) $12,030 Shares 25,472 Est. Cost $350.51 Unrealized +42.1%
RSP INVESCO EXCHANGE TRADED FD T 2.6%
Value ($000) $11,332 Shares 89,035 Est. Cost $142.96 Unrealized
HD HOME DEPOT INC 2.6%
Value ($000) $11,310 Shares 40,988 Est. Cost $237.45 Unrealized +14.0%
UNILEVER PLC 2.0%
Value ($000) $8,940 Shares 203,925 Est. Cost $45.58 Unrealized
QQQ INVESCO QQQ TR 2.0%
Value ($000) $8,638 Shares 32,320 Est. Cost $275.74 Unrealized
TSLA TESLA INC 1.9%
Value ($000) $8,299 Shares 31,287 Est. Cost $260.03 Unrealized +7.4%
COIN COINBASE GLOBAL INC 1.9%
Value ($000) $8,187 Shares 126,944 Est. Cost $86.79 Unrealized -19.6%
BIL SPDR SER TR 1.7%
Value ($000) $7,595 Shares 82,920 Est. Cost $91.49 Unrealized
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $7,457 Shares 14,764 Est. Cost $258.97 Unrealized +91.2%
IVV ISHARES TR 1.7%
Value ($000) $7,223 Shares 20,139 Est. Cost $349.93 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $7,095 Shares 67,891 Est. Cost $100.16 Unrealized +5.5%
GSK GSK PLC 1.5%
Value ($000) $6,514 Shares 221,322 Est. Cost $29.43 Unrealized
IEUR ISHARES TR 1.4%
Value ($000) $6,256 Shares 158,223 Est. Cost $39.54 Unrealized
BAC BK OF AMERICA CORP 1.4%
Value ($000) $6,231 Shares 206,341 Est. Cost $30.59 Unrealized 0.0%
VOO VANGUARD INDEX FDS 1.4%
Value ($000) $6,159 Shares 18,760 Est. Cost $344.78 Unrealized
IVW ISHARES TR 1.4%
Value ($000) $6,072 Shares 104,957 Est. Cost $76.22 Unrealized
META META PLATFORMS INC 1.4%
Value ($000) $5,987 Shares 44,129 Est. Cost $220.67 Unrealized -27.1%
TM TOYOTA MOTOR CORP 1.4%
Value ($000) $5,986 Shares 45,945 Est. Cost $136.79 Unrealized
ALB ALBEMARLE CORP 1.3%
Value ($000) $5,557 Shares 21,016 Est. Cost $232.75 Unrealized +4.2%
VYM VANGUARD WHITEHALL FDS 1.3%
Value ($000) $5,525 Shares 58,229 Est. Cost $87.14 Unrealized
CAG CONAGRA BRANDS INC 1.2%
Value ($000) $5,360 Shares 164,258 Est. Cost $28.41 Unrealized +2.2%
TGT TARGET CORP 1.2%
Value ($000) $5,194 Shares 35,001 Est. Cost $167.60 Unrealized -14.7%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $5,166 Shares 42,553 Est. Cost $19.10 Unrealized -17.4%
AMD ADVANCED MICRO DEVICES INC 1.1%
Value ($000) $4,978 Shares 78,565 Est. Cost $76.61 Unrealized +11.1%
EMLP FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $4,835 Shares 194,340 Est. Cost $25.12 Unrealized
IJR ISHARES TR 1.1%
Value ($000) $4,682 Shares 53,697 Est. Cost $104.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $4,526 Shares 16,949 Est. Cost $264.19 Unrealized +7.7%
IXP ISHARES TR 1.0%
Value ($000) $4,404 Shares 83,959 Est. Cost $52.45 Unrealized
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $4,092 Shares 51,039 Est. Cost $87.84 Unrealized
HMC HONDA MOTOR LTD 0.9%
Value ($000) $3,949 Shares 182,920 Est. Cost $22.38 Unrealized
BILL BILL COM HLDGS INC 0.9%
Value ($000) $3,755 Shares 28,369 Est. Cost $196.69 Unrealized -26.9%
NET CLOUDFLARE INC 0.9%
Value ($000) $3,732 Shares 67,469 Est. Cost $63.76 Unrealized -6.8%
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $3,646 Shares 90,642 Est. Cost $39.12 Unrealized +0.6%
BUFR FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $3,585 Shares 172,046 Est. Cost $21.96 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $3,336 Shares 113,610 Est. Cost $29.36 Unrealized
FLOT ISHARES TR 0.7%
Value ($000) $3,257 Shares 64,783 Est. Cost $50.24 Unrealized
MCHI ISHARES TR 0.7%
Value ($000) $3,166 Shares 74,381 Est. Cost $42.56 Unrealized
FNK FIRST TR EXCHANGE-TRADED ALP 0.7%
Value ($000) $3,123 Shares 81,833 Est. Cost $44.94 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $3,071 Shares 67,349 Est. Cost $52.89 Unrealized
WMT WALMART INC 0.7%
Value ($000) $2,970 Shares 22,901 Est. Cost $42.00 Unrealized 0.0%
IYR ISHARES TR 0.7%
Value ($000) $2,954 Shares 36,279 Est. Cost $81.42 Unrealized
UNITED STATES STL CORP NEW 0.6%
Value ($000) $2,536 Shares 139,947 Est. Cost $18.12 Unrealized
MCK MCKESSON CORP 0.6%
Value ($000) $2,465 Shares 7,253 Est. Cost $321.03 Unrealized +6.3%
ASML ASML HOLDING N V 0.6%
Value ($000) $2,423 Shares 5,834 Est. Cost $415.32 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.6%
Value ($000) $2,422 Shares 179,829 Est. Cost $20.25 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $2,370 Shares 18,776 Est. Cost $119.79 Unrealized +9.0%
RWL INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $2,268 Shares 33,791 Est. Cost $67.12 Unrealized
AZO AUTOZONE INC 0.5%
Value ($000) $2,243 Shares 1,047 Est. Cost $1991.31 Unrealized +9.4%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $2,238 Shares 10,424 Est. Cost $214.86 Unrealized +6.5%
PDBC INVESCO ACTVELY MNGD ETC FD 0.5%
Value ($000) $2,173 Shares 134,271 Est. Cost $16.34 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $2,167 Shares 12,073 Est. Cost $188.17 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,084 Shares 28,941 Est. Cost $74.09 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,069 Shares 31,151 Est. Cost $66.42 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $1,879 Shares 5,811 Est. Cost $282.69 Unrealized +9.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,874 Shares 28,209 Est. Cost $69.90 Unrealized
EWY ISHARES INC 0.4%
Value ($000) $1,809 Shares 38,206 Est. Cost $70.53 Unrealized
SHV ISHARES TR 0.4%
Value ($000) $1,717 Shares 15,606 Est. Cost $110.20 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,712 Shares 38,855 Est. Cost $44.06 Unrealized
IYH ISHARES TR 0.4%
Value ($000) $1,688 Shares 6,671 Est. Cost $253.04 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,669 Shares 70,083 Est. Cost $25.36 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $1,637 Shares 20,153 Est. Cost $83.28 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,614 Shares 67,401 Est. Cost $24.85 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,601 Shares 20,422 Est. Cost $73.31 Unrealized +5.2%
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,601 Shares 19,321 Est. Cost $96.53 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,495 Shares 3,179 Est. Cost $388.71 Unrealized +15.9%
V VISA INC 0.3%
Value ($000) $1,456 Shares 8,196 Est. Cost $194.37 Unrealized +2.0%
IEF ISHARES TR 0.3%
Value ($000) $1,424 Shares 14,832 Est. Cost $96.01 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $1,405 Shares 20,667 Est. Cost $63.68 Unrealized +5.1%
USFR WISDOMTREE TR 0.3%
Value ($000) $1,369 Shares 27,225 Est. Cost $50.28 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $1,350 Shares 12,871 Est. Cost $104.89 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,346 Shares 113,297 Est. Cost $11.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,343 Shares 11,303 Est. Cost $112.10 Unrealized +3.2%
INTC INTEL CORP 0.3%
Value ($000) $1,329 Shares 51,582 Est. Cost $44.44 Unrealized -27.3%
VOOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $1,302 Shares 6,243 Est. Cost $215.79 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,267 Shares 8,185 Est. Cost $151.63 Unrealized 0.0%
MMM 3M CO 0.3%
Value ($000) $1,259 Shares 11,396 Est. Cost $108.88 Unrealized -11.4%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,232 Shares 10,174 Est. Cost $135.97 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,229 Shares 8,818 Est. Cost $148.98 Unrealized 0.0%
VDC VANGUARD WORLD FDS 0.3%
Value ($000) $1,217 Shares 7,086 Est. Cost $171.75 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,204 Shares 18,384 Est. Cost $69.76 Unrealized
IYZ ISHARES TR 0.3%
Value ($000) $1,187 Shares 56,846 Est. Cost $20.88 Unrealized
DVLU FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,179 Shares 57,867 Est. Cost $22.53 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $1,170 Shares 36,951 Est. Cost $37.96 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,103 Shares 29,052 Est. Cost $41.51 Unrealized -13.8%
CTVA CORTEVA INC 0.2%
Value ($000) $1,086 Shares 18,997 Est. Cost $55.81 Unrealized +0.7%
TLH ISHARES TR 0.2%
Value ($000) $1,075 Shares 9,864 Est. Cost $108.98 Unrealized
IYE ISHARES TR 0.2%
Value ($000) $1,021 Shares 25,984 Est. Cost $39.29 Unrealized
DDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,016 Shares 37,744 Est. Cost $26.92 Unrealized
IJT ISHARES TR 0.2%
Value ($000) $1,012 Shares 9,951 Est. Cost $138.55 Unrealized
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $991 Shares 20,593 Est. Cost $51.70 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $898 Shares 22,269 Est. Cost $46.08 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $886 Shares 13,113 Est. Cost $72.66 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $848 Shares 18,368 Est. Cost $58.24 Unrealized
VICI VICI PPTYS INC 0.2%
Value ($000) $833 Shares 27,893 Est. Cost $27.39 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $829 Shares 2,989 Est. Cost $175.46 Unrealized +53.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $814 Shares 8,515 Est. Cost $110.25 Unrealized -0.2%
CI CIGNA CORP NEW 0.2%
Value ($000) $774 Shares 2,791 Est. Cost $264.78 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $757 Shares 49,342 Est. Cost $14.91 Unrealized +1.2%
UNM UNUM GROUP 0.2%
Value ($000) $734 Shares 18,913 Est. Cost $33.85 Unrealized +8.1%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $721 Shares 13,154 Est. Cost $56.60 Unrealized 0.0%
MUSA MURPHY USA INC 0.2%
Value ($000) $716 Shares 2,605 Est. Cost $275.20 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC 0.2%
Value ($000) $710 Shares 2,780 Est. Cost $247.88 Unrealized 0.0%
ACHC ACADIA HEALTHCARE COMPANY IN 0.2%
Value ($000) $690 Shares 8,830 Est. Cost $79.93 Unrealized 0.0%
EIDO ISHARES TR 0.2%
Value ($000) $657 Shares 28,157 Est. Cost $22.42 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $645 Shares 32,658 Est. Cost $21.95 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $642 Shares 3,205 Est. Cost $190.74 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $626 Shares 22,206 Est. Cost $28.56 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $625 Shares 3,649 Est. Cost $97.68 Unrealized +75.9%
O REALTY INCOME CORP 0.1%
Value ($000) $620 Shares 10,658 Est. Cost $54.56 Unrealized +5.0%
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value ($000) $611 Shares 4,149 Est. Cost $32.63 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $601 Shares 44,615 Est. Cost $22.96 Unrealized -27.5%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $598 Shares 7,187 Est. Cost $71.76 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $596 Shares 3,592 Est. Cost $122.36 Unrealized +24.0%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $540 Shares 12,049 Est. Cost $51.06 Unrealized -21.2%
QCLN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $535 Shares 9,391 Est. Cost $56.97 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $532 Shares 2,487 Est. Cost $298.26 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $509 Shares 7,719 Est. Cost $74.98 Unrealized -6.1%
NKE NIKE INC 0.1%
Value ($000) $500 Shares 6,013 Est. Cost $101.57 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $484 Shares 8,372 Est. Cost $61.93 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $468 Shares 2,866 Est. Cost $171.96 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $459 Shares 3,717 Est. Cost $115.43 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $451 Shares 3,996 Est. Cost $127.05 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $448 Shares 2,381 Est. Cost $221.66 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $435 Shares 19,810 Est. Cost $23.65 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $419 Shares 18,340 Est. Cost $25.25 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $389 Shares 2,896 Est. Cost $119.67 Unrealized +13.4%
BSJO INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $385 Shares 17,818 Est. Cost $23.75 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $374 Shares 17,193 Est. Cost $23.52 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $365 Shares 2,782 Est. Cost $177.95 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $362 Shares 797 Est. Cost $469.47 Unrealized -3.0%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $361 Shares 16,497 Est. Cost $23.74 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $358 Shares 2,836 Est. Cost $127.13 Unrealized
ARKF ARK ETF TR 0.1%
Value ($000) $355 Shares 23,037 Est. Cost $15.41 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $355 Shares 12,207 Est. Cost $29.46 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $354 Shares 15,508 Est. Cost $22.83 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $341 Shares 12,384 Est. Cost $27.87 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $333 Shares 10,911 Est. Cost $30.52 Unrealized
IHF ISHARES TR 0.1%
Value ($000) $331 Shares 1,294 Est. Cost $255.80 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $327 Shares 3,192 Est. Cost $88.18 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $326 Shares 1,887 Est. Cost $163.40 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $325 Shares 4,039 Est. Cost $78.47 Unrealized -5.4%
WWD WOODWARD INC 0.1%
Value ($000) $324 Shares 4,040 Est. Cost $92.33 Unrealized 0.0%
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $323 Shares 5,594 Est. Cost $62.07 Unrealized
XOP SPDR SER TR 0.1%
Value ($000) $319 Shares 2,559 Est. Cost $124.66 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $316 Shares 1,620 Est. Cost $195.06 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $316 Shares 2,547 Est. Cost $124.07 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $312 Shares 1,910 Est. Cost $149.42 Unrealized +3.3%
DBE INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $311 Shares 13,738 Est. Cost $22.64 Unrealized
COMT ISHARES U S ETF TR 0.1%
Value ($000) $309 Shares 8,639 Est. Cost $35.77 Unrealized
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $308 Shares 3,983 Est. Cost $73.71 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $308 Shares 560 Est. Cost $805.83 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $302 Shares 5,306 Est. Cost $60.89 Unrealized
DBO INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $302 Shares 19,877 Est. Cost $15.19 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $300 Shares 619 Est. Cost $469.33 Unrealized 0.0%
PPG PPG INDS INC 0.1%
Value ($000) $300 Shares 2,712 Est. Cost $114.90 Unrealized 0.0%
AIRR FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $299 Shares 7,829 Est. Cost $38.19 Unrealized
TUR ISHARES INC 0.1%
Value ($000) $295 Shares 13,351 Est. Cost $22.10 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $280 Shares 11,200 Est. Cost $25.00 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $261 Shares 1,167 Est. Cost $131.02 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $251 Shares 2,981 Est. Cost $78.36 Unrealized 0.0%
DTD WISDOMTREE TR 0.1%
Value ($000) $246 Shares 4,532 Est. Cost $64.27 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $244 Shares 6,394 Est. Cost $42.71 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $243 Shares 3,034 Est. Cost $108.82 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $242 Shares 15,433 Est. Cost $17.45 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $237 Shares 4,094 Est. Cost $57.89 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $228 Shares 2,824 Est. Cost $80.78 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $228 Shares 1,754 Est. Cost $139.99 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $208 Shares 1,447 Est. Cost $226.98 Unrealized -26.2%
HLN HALEON PLC 0.0%
Value ($000) $187 Shares 30,640 Est. Cost $6.10 Unrealized
SNAP ONE HOLDINGS CORP 0.0%
Value ($000) $120 Shares 11,827 Est. Cost $14.71 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $75 Shares 10,734 Est. Cost $9.88 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $70 Shares 13,605 Est. Cost $6.47 Unrealized
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $68 Shares 14,349 Est. Cost $7.24 Unrealized