Cito Capital Group, LLC Diversified Active

CIK: 0001722439 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $345 (100.0% shares, 0.0% debt)

Holdings (183)

AAPL APPLE INC 20.5%
Value ($000) $71 Shares 278,017 Est. Cost $88.43 Unrealized +155.1%
BPOP POPULAR INC 8.4%
Value ($000) $29 Shares 227,887 Est. Cost $118.24 Unrealized 0.0%
NVDA NVIDIA CORPORATION 5.8%
Value ($000) $20 Shares 107,458 Est. Cost $93.64 Unrealized +86.1%
MSFT MICROSOFT CORP 3.7%
Value ($000) $13 Shares 24,855 Est. Cost $125.07 Unrealized +306.7%
META META PLATFORMS INC 1.8%
Value ($000) $6 Shares 8,261 Est. Cost $264.02 Unrealized +181.5%
AMZN AMAZON COM INC 1.7%
Value ($000) $6 Shares 27,450 Est. Cost $141.59 Unrealized +59.9%
V VISA INC 1.7%
Value ($000) $6 Shares 16,918 Est. Cost $114.33 Unrealized +201.9%
MS MORGAN STANLEY 1.7%
Value ($000) $6 Shares 36,155 Est. Cost $55.79 Unrealized +162.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $5 Shares 10,595 Est. Cost $503.27 Unrealized -3.8%
IBM INTERNATIONAL BUSINESS MACHS CORP 1.4%
Value ($000) $5 Shares 16,837 Est. Cost $157.76 Unrealized +64.5%
ABBV ABBVIE INC 1.3%
Value ($000) $5 Shares 19,463 Est. Cost $69.82 Unrealized +189.2%
GOOG ALPHABET INC 1.2%
Value ($000) $4 Shares 17,460 Est. Cost $112.22 Unrealized +87.1%
HD HOME DEPOT INC 1.2%
Value ($000) $4 Shares 10,225 Est. Cost $144.54 Unrealized +169.2%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $4 Shares 11,619 Est. Cost $81.08 Unrealized +265.0%
WMT WALMART INC 1.0%
Value ($000) $4 Shares 34,700 Est. Cost $47.73 Unrealized +107.9%
ONDS ONDAS HLDGS INC 1.0%
Value ($000) $3 Shares 442,800 Est. Cost $1.62 Unrealized +156.1%
RTX RTX CORPORATION 1.0%
Value ($000) $3 Shares 20,208 Est. Cost $75.05 Unrealized +105.6%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $3 Shares 9,355 Est. Cost $121.57 Unrealized +160.4%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $3 Shares 4,580 Est. Cost $0.62 Unrealized
DRI DARDEN RESTAURANTS INC 0.9%
Value ($000) $3 Shares 15,500 Est. Cost $66.77 Unrealized +205.2%
GOOGL ALPHABET INC 0.8%
Value ($000) $3 Shares 11,708 Est. Cost $140.50 Unrealized +48.9%
AVGO BROADCOM INC 0.8%
Value ($000) $3 Shares 8,150 Est. Cost $161.55 Unrealized +89.3%
BA BOEING CO 0.8%
Value ($000) $3 Shares 12,397 Est. Cost $224.68 Unrealized +0.4%
DIS DISNEY WALT CO 0.7%
Value ($000) $3 Shares 22,108 Est. Cost $105.82 Unrealized +10.6%
MRK MERCK & CO INC 0.7%
Value ($000) $3 Shares 29,864 Est. Cost $66.93 Unrealized +21.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2 Shares 13,468 Est. Cost $108.59 Unrealized +56.1%
MA MASTERCARD INC 0.7%
Value ($000) $2 Shares 4,274 Est. Cost $322.12 Unrealized +78.0%
LOW LOWES COS INC 0.7%
Value ($000) $2 Shares 9,250 Est. Cost $140.84 Unrealized +73.4%
MCD MCDONALDS CORP 0.7%
Value ($000) $2 Shares 7,542 Est. Cost $237.47 Unrealized +26.9%
CRM SALESFORCE INC 0.6%
Value ($000) $2 Shares 9,425 Est. Cost $225.40 Unrealized +11.5%
AMGN AMGEN INC 0.6%
Value ($000) $2 Shares 7,875 Est. Cost $157.04 Unrealized +82.5%
ABT ABBOTT LABS 0.6%
Value ($000) $2 Shares 16,200 Est. Cost $49.22 Unrealized +165.4%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $2 Shares 41,870 Est. Cost $21.46 Unrealized +125.2%
LLY LILLY ELI & CO 0.6%
Value ($000) $2 Shares 2,730 Est. Cost $552.84 Unrealized +34.3%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2 Shares 18,230 Est. Cost $62.63 Unrealized +75.2%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $2 Shares 12,843 Est. Cost $85.77 Unrealized +80.6%
KR KROGER CO 0.6%
Value ($000) $2 Shares 29,100 Est. Cost $18.87 Unrealized +266.2%
PEP PEPSICO INC 0.6%
Value ($000) $2 Shares 13,524 Est. Cost $102.71 Unrealized +36.7%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $2 Shares 5,348 Est. Cost $359.81 Unrealized -16.9%
REGN REGENERON PHARMACEUT 0.5%
Value ($000) $2 Shares 3,240 Est. Cost $655.09 Unrealized -13.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2 Shares 11,605 Est. Cost $110.63 Unrealized +37.6%
MMM 3M CO 0.5%
Value ($000) $2 Shares 11,450 Est. Cost $99.24 Unrealized +54.3%
PFE PFIZER INC 0.5%
Value ($000) $2 Shares 66,250 Est. Cost $26.06 Unrealized -7.4%
ORCL ORACLE SYSTEMS 0.5%
Value ($000) $2 Shares 5,955 Est. Cost $116.89 Unrealized +117.4%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $2 Shares 19,503 Est. Cost $46.73 Unrealized +72.2%
FTNT FORTINET INC 0.5%
Value ($000) $2 Shares 19,250 Est. Cost $82.36 Unrealized +8.3%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2 Shares 1,727 Est. Cost $485.41 Unrealized +97.1%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $2 Shares 34,392 Est. Cost $45.05 Unrealized +1.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $1 Shares 8,800 Est. Cost $104.61 Unrealized +50.3%
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $1 Shares 4,853 Est. Cost $59.86 Unrealized +355.5%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1 Shares 6,700 Est. Cost $160.26 Unrealized +12.8%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1 Shares 4,500 Est. Cost $232.08 Unrealized +28.3%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1 Shares 7,900 Est. Cost $82.74 Unrealized +54.5%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1 Shares 4,200 Est. Cost $211.92 Unrealized +28.0%
VRT VERTIV HOLDINGS CO 0.4%
Value ($000) $1 Shares 8,500 Est. Cost $101.97 Unrealized +30.7%
CB CHUBB LIMITED 0.4%
Value ($000) $1 Shares 4,500 Est. Cost $191.50 Unrealized +43.7%
CSCO CISCO SYS INC 0.4%
Value ($000) $1 Shares 18,533 Est. Cost $32.00 Unrealized +110.6%
HII HUNTINGTON INGALLS INDS INC 0.4%
Value ($000) $1 Shares 4,400 Est. Cost $224.44 Unrealized +17.8%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1 Shares 3,700 Est. Cost $220.84 Unrealized +42.1%
INTU INTUIT 0.4%
Value ($000) $1 Shares 1,800 Est. Cost $719.44 Unrealized 0.0%
KO COCA COLA CO 0.4%
Value ($000) $1 Shares 18,360 Est. Cost $36.42 Unrealized +86.5%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1 Shares 6,000 Est. Cost $191.42 Unrealized 0.0%
TGT TARGET CORP 0.4%
Value ($000) $1 Shares 13,613 Est. Cost $117.83 Unrealized -17.9%
IVV ISHARES TR 0.3%
Value ($000) $1 Shares 1,789 Est. Cost $0.44 Unrealized
ROL ROLLINS INC 0.3%
Value ($000) $1 Shares 20,250 Est. Cost $23.29 Unrealized +143.0%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1 Shares 5,351 Est. Cost $178.52 Unrealized +25.3%
AIG AMERICAN INTL GROUP INC 0.3%
Value ($000) $1 Shares 14,700 Est. Cost $71.46 Unrealized +10.7%
MET METLIFE INC 0.3%
Value ($000) $1 Shares 14,000 Est. Cost $80.23 Unrealized -2.9%
DELL DELL TECHNOLOGIES 0.3%
Value ($000) $1 Shares 8,000 Est. Cost $117.29 Unrealized +10.1%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1 Shares 7,000 Est. Cost $115.18 Unrealized +40.1%
C CITIGROUP INC 0.3%
Value ($000) $1 Shares 11,151 Est. Cost $50.81 Unrealized +85.2%
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $1 Shares 10,000 Est. Cost $68.96 Unrealized +55.0%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $1 Shares 35,000 Est. Cost $32.14 Unrealized +3.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $1 Shares 26,500 Est. Cost $45.03 Unrealized 0.0%
NOW SERVICENOW INC 0.3%
Value ($000) $1 Shares 1,123 Est. Cost $185.01 Unrealized +1.0%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $1 Shares 8,150 Est. Cost $105.71 Unrealized +20.0%
TJX TJX COS INC NEW 0.3%
Value ($000) $1 Shares 7,000 Est. Cost $112.73 Unrealized +17.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1 Shares 2,000 Est. Cost $412.99 Unrealized +8.5%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $1 Shares 9,650 Est. Cost $119.35 Unrealized -8.7%
GIS GENERAL MLS INC 0.3%
Value ($000) $1 Shares 19,550 Est. Cost $46.87 Unrealized +5.5%
CLX CLOROX CO DEL 0.3%
Value ($000) $1 Shares 7,950 Est. Cost $112.11 Unrealized +9.0%
NFLX NETFLIX INC 0.3%
Value ($000) $1 Shares 800 Est. Cost $95.10 Unrealized +28.3%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1 Shares 10,000 Est. Cost $96.44 Unrealized -3.3%
RF REGIONS FINL CORP 0.3%
Value ($000) $1 Shares 35,500 Est. Cost $11.19 Unrealized +128.2%
D DOMINION ENERGY INC 0.3%
Value ($000) $1 Shares 15,000 Est. Cost $54.04 Unrealized +7.9%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1 Shares 1,500 Est. Cost $437.17 Unrealized +28.8%
ALLE ALLEGION PLC 0.3%
Value ($000) $1 Shares 5,070 Est. Cost $84.44 Unrealized +95.6%
TSLA TESLA INC 0.3%
Value ($000) $1 Shares 2,000 Est. Cost $346.84 Unrealized 0.0%
NEXT NEXTDECADE CORP 0.3%
Value ($000) $1 Shares 129,000 Est. Cost $5.79 Unrealized +67.0%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $1 Shares 4,300 Est. Cost $202.05 Unrealized +1.0%
TXT TEXTRON INC 0.2%
Value ($000) $1 Shares 10,000 Est. Cost $81.39 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1 Shares 2,400 Est. Cost $194.89 Unrealized +76.2%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1 Shares 2,056 Est. Cost $417.92 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1 Shares 7,988 Est. Cost $86.50 Unrealized +5.5%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1 Shares 3,096 Est. Cost $257.53 Unrealized -10.0%
FDX FEDEX CORP 0.2%
Value ($000) $1 Shares 3,200 Est. Cost $281.24 Unrealized -18.8%
USB US BANCORP DEL 0.2%
Value ($000) $1 Shares 15,000 Est. Cost $40.76 Unrealized +13.7%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $1 Shares 5,800 Est. Cost $170.44 Unrealized -8.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1 Shares 15,768 Est. Cost $34.56 Unrealized +23.0%
TOL TOLL BROTHERS INC 0.2%
Value ($000) $1 Shares 5,000 Est. Cost $40.45 Unrealized +222.7%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1 Shares 6,200 Est. Cost $55.95 Unrealized +100.7%
NUE NUCOR CORP 0.2%
Value ($000) $1 Shares 5,000 Est. Cost $122.27 Unrealized +14.9%
PSX PHILLIPS 66 0.2%
Value ($000) $1 Shares 5,000 Est. Cost $96.91 Unrealized +30.4%
KMPR KEMPER CORP 0.2%
Value ($000) $1 Shares 12,910 Est. Cost $74.92 Unrealized -25.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1 Shares 3,900 Est. Cost $73.61 Unrealized +124.4%
GEV GE VERNOVA INC 0.2%
Value ($000) $1 Shares 1,004 Est. Cost $265.75 Unrealized +127.9%
SHV ISHARES TR 0.2%
Value ($000) $1 Shares 5,500 Est. Cost $70.40 Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $1 Shares 4,000 Est. Cost $64.74 Unrealized +125.6%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $1 Shares 27,500 Est. Cost $20.29 Unrealized +4.9%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $1 Shares 6,000 Est. Cost $93.52 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1 Shares 10,000 Est. Cost $51.81 Unrealized +13.0%
BDL FLANIGANS ENTERPRISES INC 0.2%
Value ($000) $1 Shares 17,550 Est. Cost $23.51 Unrealized +31.2%
GS GOLDMAN SACHS GROUP 0.2%
Value ($000) $1 Shares 700 Est. Cost $207.40 Unrealized +254.3%
ADBE ADOBE INC 0.2%
Value ($000) $1 Shares 1,580 Est. Cost $419.27 Unrealized -14.4%
B BARRICK MNG CORP 0.2%
Value ($000) $1 Shares 17,000 Est. Cost $19.29 Unrealized +30.4%
FLRN SPDR SER TR 0.2%
Value ($000) $1 Shares 18,000 Est. Cost $0.03 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $1 Shares 2,300 Est. Cost $65.13 Unrealized +269.0%
ACVF ETF OPPORTUNITIES TRUST 0.2%
Value ($000) $1 Shares 11,000 Est. Cost $0.05 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $1 Shares 10,500 Est. Cost $0.05 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1 Shares 2,500 Est. Cost $133.56 Unrealized +55.1%
NEM NEWMONT CORP 0.1%
Value ($000) $1 Shares 6,000 Est. Cost $46.09 Unrealized +50.5%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $0 Shares 12,000 Est. Cost $49.94 Unrealized -24.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $0 Shares 7,687 Est. Cost $51.74 Unrealized +22.5%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $0 Shares 10,000 Est. Cost $47.75 Unrealized 0.0%
NBIS NEBIUS GROUP N.V. 0.1%
Value ($000) $0 Shares 4,200 Est. Cost $69.43 Unrealized 0.0%
SCHI SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 20,000 Est. Cost $0.03 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $0 Shares 900 Est. Cost $118.64 Unrealized +330.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $0 Shares 5,500 Est. Cost $59.21 Unrealized +42.9%
IGIB ISHARES TR 0.1%
Value ($000) $0 Shares 8,000 Est. Cost $0.05 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $0 Shares 11,000 Est. Cost $12.76 Unrealized +238.6%
IGSB ISHARES TR 0.1%
Value ($000) $0 Shares 8,000 Est. Cost $51.62 Unrealized
NKE NIKE INC 0.1%
Value ($000) $0 Shares 5,608 Est. Cost $79.16 Unrealized -6.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $0 Shares 5,200 Est. Cost $52.68 Unrealized +28.7%
SPSB SPDR SER TR 0.1%
Value ($000) $0 Shares 12,500 Est. Cost $32.21 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $0 Shares 1,700 Est. Cost $182.31 Unrealized +18.2%
ZTS ZOETIS INC 0.1%
Value ($000) $0 Shares 2,549 Est. Cost $80.20 Unrealized +87.7%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 15,000 Est. Cost $25.25 Unrealized
CSX CSX CORP 0.1%
Value ($000) $0 Shares 10,262 Est. Cost $28.71 Unrealized +18.2%
CTVA CORTEVA INC 0.1%
Value ($000) $0 Shares 5,128 Est. Cost $25.02 Unrealized +188.4%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $339.07 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $61.51 Unrealized
PIMCO MUN INCOME FD II 0.1%
Value ($000) $0 Shares 38,804 Est. Cost $4174.97 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 628 Est. Cost $0.48 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 3,000 Est. Cost $0.09 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $0 Shares 3,033 Est. Cost $73.53 Unrealized +28.6%
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 773 Est. Cost $308.44 Unrealized +17.8%
T AT&T INC 0.1%
Value ($000) $0 Shares 10,224 Est. Cost $22.58 Unrealized +24.3%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $0 Shares 1,700 Est. Cost $262.66 Unrealized -33.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $0 Shares 4,228 Est. Cost $38.06 Unrealized +61.4%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $0 Shares 2,725 Est. Cost $140.55 Unrealized -22.4%
IGV ISHARE TR 0.1%
Value ($000) $0 Shares 2,375 Est. Cost $0.09 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $0 Shares 2,544 Est. Cost $0.11 Unrealized
ONON ON HLDG AG 0.1%
Value ($000) $0 Shares 5,350 Est. Cost $50.96 Unrealized -6.6%
SSB SOUTHSTATE BK CORP 0.1%
Value ($000) $0 Shares 2,258 Est. Cost $96.71 Unrealized 0.0%
GABC GERMAN AMERN BANCORP INC 0.1%
Value ($000) $0 Shares 5,623 Est. Cost $36.66 Unrealized +8.0%
BHRB BURKE HERBERT FINL SVCS CORP 0.1%
Value ($000) $0 Shares 3,536 Est. Cost $57.89 Unrealized +4.6%
GEHC GE HEALTHCARE 0.1%
Value ($000) $0 Shares 2,790 Est. Cost $79.15 Unrealized -5.8%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $103.23 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $0 Shares 375 Est. Cost $381.12 Unrealized +34.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 1,100 Est. Cost $134.40 Unrealized +43.8%
BLK BLACKROCK INC 0.1%
Value ($000) $0 Shares 171 Est. Cost $1108.77 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $119.02 Unrealized +13.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $0 Shares 324 Est. Cost $0.32 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,019 Est. Cost $0.19 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $34.31 Unrealized +25.4%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $0 Shares 2,973 Est. Cost $0.06 Unrealized
GOGO GOGO INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $11.65 Unrealized +8.8%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $33.29 Unrealized +36.6%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $40.36 Unrealized -40.0%
MTN VAIL RESORTS INC 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $204.34 Unrealized -24.0%
BLACKROCK MUNI INCOME TR II 0.0%
Value ($000) $0 Shares 15,200 Est. Cost $11093.80 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $37.02 Unrealized -7.2%
DOW DOW INC 0.0%
Value ($000) $0 Shares 6,716 Est. Cost $30.91 Unrealized -21.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $54.42 Unrealized -0.7%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 481 Est. Cost $0.30 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 312 Est. Cost $520.85 Unrealized -7.9%
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 1,036 Est. Cost $0.11 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 2,206 Est. Cost $0.11 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $11.65 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 2,250 Est. Cost $51.57 Unrealized -13.2%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.01 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 352 Est. Cost $0.22 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $21.88 Unrealized 0.0%