FARMERS & MERCHANTS TRUST Co OF LONG BEACH Diversified Active

CIK: 0001737090 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 22, 2022

Total Value ($000): $384,276 (100.0% shares, 0.0% debt)

Holdings (179)

FMBL FARMERS & MERCHANTS BK LONG 19.2%
Value ($000) $73,784 Shares 8,998 Est. Cost $7255.67 Unrealized +2.5%
AAPL APPLE INC 7.6%
Value ($000) $29,359 Shares 168,138 Est. Cost $95.32 Unrealized +72.9%
MSFT MICROSOFT CORP 5.4%
Value ($000) $20,883 Shares 67,735 Est. Cost $122.48 Unrealized +137.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $11,636 Shares 32,971 Est. Cost $193.65 Unrealized +67.0%
COST COSTCO WHSL CORP NEW 2.9%
Value ($000) $11,224 Shares 19,491 Est. Cost $215.49 Unrealized +132.4%
AMZN AMAZON COM INC 2.6%
Value ($000) $10,165 Shares 3,118 Est. Cost $108.55 Unrealized +42.3%
GOOGL ALPHABET INC 2.6%
Value ($000) $9,954 Shares 3,579 Est. Cost $65.58 Unrealized +105.6%
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $9,277 Shares 18,192 Est. Cost $235.05 Unrealized +91.9%
CVX CHEVRON CORP NEW 1.7%
Value ($000) $6,617 Shares 40,640 Est. Cost $82.25 Unrealized +49.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $6,348 Shares 12 Est. Cost $313083.50 Unrealized +55.1%
EFA ISHARES TR 1.6%
Value ($000) $6,288 Shares 85,428 Est. Cost $68.07 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $6,122 Shares 44,910 Est. Cost $90.22 Unrealized +48.2%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $5,681 Shares 30,379 Est. Cost $103.47 Unrealized +66.0%
QUCT QUEEN CITY INVTS INC 1.4%
Value ($000) $5,530 Shares 4,130 Est. Cost $1180.98 Unrealized +8.1%
AWK AMERICAN WTR WKS CO INC NEW 1.4%
Value ($000) $5,220 Shares 31,532 Est. Cost $81.94 Unrealized +78.3%
DIS DISNEY WALT CO 1.3%
Value ($000) $5,162 Shares 37,631 Est. Cost $119.74 Unrealized +18.0%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $4,975 Shares 60,232 Est. Cost $50.51 Unrealized +34.4%
ADBE ADOBE SYSTEMS INCORPORATED 1.3%
Value ($000) $4,869 Shares 10,687 Est. Cost $326.68 Unrealized +47.3%
ORCL ORACLE CORP 1.2%
Value ($000) $4,627 Shares 55,920 Est. Cost $47.59 Unrealized +61.7%
V VISA INC 1.1%
Value ($000) $4,380 Shares 19,751 Est. Cost $171.95 Unrealized +22.2%
IWM ISHARES TR 1.1%
Value ($000) $4,288 Shares 20,893 Est. Cost $170.14 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,850 Shares 21,722 Est. Cost $116.85 Unrealized +29.9%
DHR DANAHER CORPORATION 1.0%
Value ($000) $3,742 Shares 12,760 Est. Cost $129.75 Unrealized +89.4%
BA BOEING CO 1.0%
Value ($000) $3,703 Shares 19,335 Est. Cost $285.39 Unrealized -29.7%
NEM NEWMONT CORP 0.9%
Value ($000) $3,545 Shares 44,619 Est. Cost $31.04 Unrealized +93.4%
MSI MOTOROLA SOLUTIONS INC 0.9%
Value ($000) $3,486 Shares 14,394 Est. Cost $134.61 Unrealized +64.8%
NKE NIKE INC 0.9%
Value ($000) $3,387 Shares 25,172 Est. Cost $76.11 Unrealized +73.3%
NSRGY NESTLE S A 0.9%
Value ($000) $3,278 Shares 25,099 Est. Cost $86.80 Unrealized
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $3,062 Shares 6,846 Est. Cost $253.82 Unrealized +52.7%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,923 Shares 19,127 Est. Cost $98.33 Unrealized +44.6%
PFE PFIZER INC 0.7%
Value ($000) $2,836 Shares 54,786 Est. Cost $30.45 Unrealized +39.5%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $2,635 Shares 7,981 Est. Cost $218.11 Unrealized +46.6%
LOW LOWES COS INC 0.7%
Value ($000) $2,514 Shares 12,435 Est. Cost $180.91 Unrealized +17.9%
HON HONEYWELL INTL INC 0.6%
Value ($000) $2,296 Shares 11,800 Est. Cost $129.18 Unrealized +31.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $2,122 Shares 4,327 Est. Cost $316.65 Unrealized
IWR ISHARES TR 0.5%
Value ($000) $2,050 Shares 26,268 Est. Cost $62.87 Unrealized
WM WASTE MGMT INC DEL 0.5%
Value ($000) $2,020 Shares 12,746 Est. Cost $79.83 Unrealized +78.5%
GOOG ALPHABET INC 0.5%
Value ($000) $2,000 Shares 716 Est. Cost $69.95 Unrealized +92.9%
USB US BANCORP DEL 0.5%
Value ($000) $1,942 Shares 36,542 Est. Cost $37.62 Unrealized +27.2%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1,916 Shares 30,520 Est. Cost $40.21 Unrealized +45.9%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,865 Shares 18,656 Est. Cost $53.02 Unrealized +50.2%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,784 Shares 5,291 Est. Cost $161.71 Unrealized +97.0%
CI CIGNA CORP NEW 0.5%
Value ($000) $1,778 Shares 7,422 Est. Cost $190.77 Unrealized +14.5%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $1,687 Shares 33,989 Est. Cost $40.10 Unrealized +26.6%
EFG ISHARES TR 0.4%
Value ($000) $1,675 Shares 17,400 Est. Cost $69.21 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,673 Shares 3,790 Est. Cost $273.96 Unrealized +33.3%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,641 Shares 3,633 Est. Cost $309.59 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,517 Shares 25,046 Est. Cost $46.85 Unrealized +35.0%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1,477 Shares 11,150 Est. Cost $65.73 Unrealized +84.0%
EEM ISHARES TR 0.4%
Value ($000) $1,475 Shares 32,666 Est. Cost $39.03 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $1,439 Shares 6,775 Est. Cost $206.97 Unrealized +2.7%
ABBV ABBVIE INC 0.4%
Value ($000) $1,418 Shares 8,745 Est. Cost $64.90 Unrealized +94.8%
HD HOME DEPOT INC 0.4%
Value ($000) $1,404 Shares 4,692 Est. Cost $221.76 Unrealized +41.6%
AMGN AMGEN INC 0.4%
Value ($000) $1,402 Shares 5,800 Est. Cost $168.33 Unrealized +20.8%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,374 Shares 3,846 Est. Cost $281.10 Unrealized +25.1%
META META PLATFORMS INC 0.3%
Value ($000) $1,318 Shares 5,929 Est. Cost $251.81 Unrealized -1.4%
FTV FORTIVE CORP 0.3%
Value ($000) $1,246 Shares 20,438 Est. Cost $46.81 Unrealized +3.9%
IVV ISHARES TR 0.3%
Value ($000) $1,215 Shares 2,678 Est. Cost $294.27 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,215 Shares 23,846 Est. Cost $39.41 Unrealized +5.3%
SO SOUTHERN CO 0.3%
Value ($000) $1,195 Shares 16,469 Est. Cost $36.27 Unrealized +61.8%
PEP PEPSICO INC 0.3%
Value ($000) $1,094 Shares 6,536 Est. Cost $101.36 Unrealized +46.4%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,091 Shares 23,300 Est. Cost $32.43 Unrealized +32.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,060 Shares 8,285 Est. Cost $114.79 Unrealized +1.5%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,059 Shares 2,550 Est. Cost $308.79 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $1,045 Shares 3,824 Est. Cost $172.24 Unrealized +33.9%
NJR NEW JERSEY RES CORP 0.3%
Value ($000) $1,028 Shares 22,406 Est. Cost $36.60 Unrealized -1.6%
DVY ISHARES TR 0.3%
Value ($000) $1,003 Shares 7,832 Est. Cost $95.60 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $995 Shares 8,402 Est. Cost $64.56 Unrealized +78.7%
TSLA TESLA INC 0.3%
Value ($000) $983 Shares 912 Est. Cost $136.44 Unrealized +128.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $968 Shares 10,640 Est. Cost $84.80 Unrealized +1.4%
T AT&T INC 0.3%
Value ($000) $965 Shares 40,839 Est. Cost $15.23 Unrealized -2.1%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $957 Shares 19,745 Est. Cost $42.11 Unrealized +15.1%
LLY LILLY ELI & CO 0.2%
Value ($000) $941 Shares 3,285 Est. Cost $101.64 Unrealized +144.5%
WMT WALMART INC 0.2%
Value ($000) $877 Shares 5,891 Est. Cost $42.40 Unrealized +5.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $875 Shares 8,832 Est. Cost $63.17 Unrealized +37.3%
CWT CALIFORNIA WTR SVC GROUP 0.2%
Value ($000) $872 Shares 14,718 Est. Cost $38.36 Unrealized +43.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $855 Shares 9,100 Est. Cost $58.17 Unrealized +42.3%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $831 Shares 5,621 Est. Cost $147.84 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $825 Shares 3,887 Est. Cost $66.06 Unrealized +189.6%
IVE ISHARES TR 0.2%
Value ($000) $810 Shares 5,200 Est. Cost $101.16 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $802 Shares 9,471 Est. Cost $62.06 Unrealized +16.1%
IWS ISHARES TR 0.2%
Value ($000) $787 Shares 6,579 Est. Cost $76.30 Unrealized
SRE SEMPRA 0.2%
Value ($000) $766 Shares 4,556 Est. Cost $55.03 Unrealized +15.3%
IWD ISHARES TR 0.2%
Value ($000) $750 Shares 4,520 Est. Cost $119.07 Unrealized
AWR AMER STATES WTR CO 0.2%
Value ($000) $728 Shares 8,181 Est. Cost $60.10 Unrealized +36.6%
EIX EDISON INTL 0.2%
Value ($000) $723 Shares 10,316 Est. Cost $45.95 Unrealized +16.6%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $716 Shares 17,368 Est. Cost $28.14 Unrealized +45.0%
NFLX NETFLIX INC 0.2%
Value ($000) $688 Shares 1,838 Est. Cost $51.77 Unrealized -19.6%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $665 Shares 3,097 Est. Cost $99.44 Unrealized +78.2%
MPC MARATHON PETE CORP 0.2%
Value ($000) $635 Shares 7,430 Est. Cost $53.97 Unrealized +29.1%
DE DEERE & CO 0.2%
Value ($000) $628 Shares 1,511 Est. Cost $269.02 Unrealized +34.9%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $628 Shares 2,092 Est. Cost $109.91 Unrealized +159.8%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $612 Shares 4,970 Est. Cost $98.81 Unrealized +15.4%
KO COCA COLA CO 0.2%
Value ($000) $610 Shares 9,839 Est. Cost $40.26 Unrealized +34.3%
BLACKROCK INC 0.2%
Value ($000) $600 Shares 785 Est. Cost $883.05 Unrealized
MSEX MIDDLESEX WTR CO 0.2%
Value ($000) $587 Shares 5,579 Est. Cost $49.45 Unrealized +106.2%
AVGO BROADCOM INC 0.1%
Value ($000) $573 Shares 910 Est. Cost $46.17 Unrealized +19.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $564 Shares 10,796 Est. Cost $30.22 Unrealized +22.9%
AVA AVISTA CORP 0.1%
Value ($000) $556 Shares 12,306 Est. Cost $36.19 Unrealized +0.9%
MRK MERCK & CO INC 0.1%
Value ($000) $550 Shares 6,698 Est. Cost $61.90 Unrealized +12.8%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $528 Shares 8,863 Est. Cost $59.92 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $500 Shares 9,095 Est. Cost $54.98 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $496 Shares 1,619 Est. Cost $118.11 Unrealized +125.7%
INTC INTEL CORP 0.1%
Value ($000) $478 Shares 9,638 Est. Cost $41.29 Unrealized +11.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $458 Shares 1,896 Est. Cost $151.32 Unrealized +35.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $454 Shares 769 Est. Cost $427.94 Unrealized +32.8%
MMM 3M CO 0.1%
Value ($000) $453 Shares 3,041 Est. Cost $127.03 Unrealized -9.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $450 Shares 8,071 Est. Cost $38.00 Unrealized +32.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $444 Shares 2,427 Est. Cost $107.19 Unrealized +48.1%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $437 Shares 7,000 Est. Cost $35.19 Unrealized +48.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $436 Shares 700 Est. Cost $46.72 Unrealized +91.6%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $431 Shares 3,728 Est. Cost $177.25 Unrealized -25.1%
IJR ISHARES TR 0.1%
Value ($000) $410 Shares 3,793 Est. Cost $77.70 Unrealized
INDS PACER FDS TR 0.1%
Value ($000) $406 Shares 8,000 Est. Cost $43.13 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $406 Shares 2,661 Est. Cost $95.32 Unrealized +63.4%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $397 Shares 1,399 Est. Cost $149.40 Unrealized +91.6%
F FORD MTR CO DEL 0.1%
Value ($000) $386 Shares 22,856 Est. Cost $8.59 Unrealized +69.4%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $379 Shares 1,612 Est. Cost $234.49 Unrealized
TRP TC ENERGY CORP 0.1%
Value ($000) $377 Shares 6,690 Est. Cost $34.25 Unrealized +25.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $373 Shares 3,406 Est. Cost $86.65 Unrealized +37.8%
YUM YUM BRANDS INC 0.1%
Value ($000) $367 Shares 3,100 Est. Cost $82.43 Unrealized +38.8%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $363 Shares 1,328 Est. Cost $19.50 Unrealized +28.4%
CMF ISHARES TR 0.1%
Value ($000) $360 Shares 6,188 Est. Cost $62.52 Unrealized
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $358 Shares 7,300 Est. Cost $50.18 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $346 Shares 622 Est. Cost $111.42 Unrealized +0.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $337 Shares 1,364 Est. Cost $159.42 Unrealized +42.9%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $332 Shares 1,561 Est. Cost $145.62 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $329 Shares 3,259 Est. Cost $71.13 Unrealized +29.3%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $319 Shares 268 Est. Cost $1563.39 Unrealized -30.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $317 Shares 875 Est. Cost $296.04 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $314 Shares 2,800 Est. Cost $51.71 Unrealized +95.2%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $297 Shares 1,092 Est. Cost $165.58 Unrealized +70.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $293 Shares 2,253 Est. Cost $90.83 Unrealized +23.4%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $287 Shares 6,395 Est. Cost $66.51 Unrealized
POST POST HLDGS INC 0.1%
Value ($000) $281 Shares 4,060 Est. Cost $60.24 Unrealized +16.1%
ENR ENERGIZER HLDGS INC NEW 0.1%
Value ($000) $278 Shares 9,040 Est. Cost $40.99 Unrealized -28.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $275 Shares 910 Est. Cost $312.14 Unrealized -6.4%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $275 Shares 2,759 Est. Cost $56.43 Unrealized +46.5%
LIFE STORAGE INC 0.1%
Value ($000) $274 Shares 1,950 Est. Cost $107.18 Unrealized
GFS GLOBALFOUNDRIES INC 0.1%
Value ($000) $267 Shares 4,279 Est. Cost $58.98 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $262 Shares 1,492 Est. Cost $139.29 Unrealized +15.1%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $262 Shares 2,636 Est. Cost $68.30 Unrealized +39.3%
PSA PUBLIC STORAGE 0.1%
Value ($000) $259 Shares 662 Est. Cost $275.62 Unrealized +9.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $257 Shares 2,305 Est. Cost $87.25 Unrealized +2.2%
IDA IDACORP INC 0.1%
Value ($000) $257 Shares 2,230 Est. Cost $91.04 Unrealized +19.6%
IWF ISHARES TR 0.1%
Value ($000) $253 Shares 910 Est. Cost $223.70 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $252 Shares 900 Est. Cost $175.54 Unrealized +52.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $249 Shares 3,678 Est. Cost $41.90 Unrealized +40.3%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $248 Shares 2,714 Est. Cost $62.95 Unrealized -7.0%
ZTS ZOETIS INC 0.1%
Value ($000) $243 Shares 1,293 Est. Cost $167.45 Unrealized +13.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $236 Shares 944 Est. Cost $244.82 Unrealized +8.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $236 Shares 1,280 Est. Cost $138.54 Unrealized +25.7%
IYW ISHARES TR 0.1%
Value ($000) $233 Shares 2,260 Est. Cost $99.56 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $231 Shares 470 Est. Cost $397.15 Unrealized +8.9%
PSX PHILLIPS 66 0.1%
Value ($000) $230 Shares 2,665 Est. Cost $70.89 Unrealized +2.8%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $230 Shares 1,714 Est. Cost $116.80 Unrealized -0.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $228 Shares 2,250 Est. Cost $76.96 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $224 Shares 1,069 Est. Cost $168.19 Unrealized +21.1%
DEO DIAGEO PLC 0.1%
Value ($000) $223 Shares 1,100 Est. Cost $191.82 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $223 Shares 2,868 Est. Cost $81.90 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $222 Shares 2,222 Est. Cost $77.71 Unrealized +15.3%
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $220 Shares 4,127 Est. Cost $56.76 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $218 Shares 462 Est. Cost $402.72 Unrealized +9.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $218 Shares 2,882 Est. Cost $53.17 Unrealized +36.0%
FDX FEDEX CORP 0.1%
Value ($000) $215 Shares 926 Est. Cost $268.84 Unrealized -19.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $215 Shares 2,923 Est. Cost $30.58 Unrealized -1.7%
WEN WENDYS CO 0.1%
Value ($000) $215 Shares 9,781 Est. Cost $17.05 Unrealized +32.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $213 Shares 4,613 Est. Cost $33.29 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $212 Shares 2,360 Est. Cost $84.69 Unrealized +6.0%
PPG PPG INDS INC 0.1%
Value ($000) $204 Shares 1,558 Est. Cost $125.98 Unrealized +6.3%
BP BP PLC 0.1%
Value ($000) $201 Shares 6,839 Est. Cost $29.39 Unrealized
CHTH CNL HEALTHCARE PPTYS INC 0.0%
Value ($000) $75 Shares 16,372 Est. Cost $4.58 Unrealized
CARTER VALIDUS MISSION CRITI 0.0%
Value ($000) $74 Shares 10,023 Est. Cost $6.78 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $69 Shares 20,000 Est. Cost $1.62 Unrealized +118.2%
FS ENERGY & PWR FD 0.0%
Value ($000) $53 Shares 15,119 Est. Cost $9.16 Unrealized
WIRELESS TELECOM GROUP INC 0.0%
Value ($000) $43 Shares 25,000 Est. Cost $1.20 Unrealized
MUSCLEPHARM CORP 0.0%
Value ($000) $5 Shares 17,320 Est. Cost $0.23 Unrealized
NIMU NON INVASIVE MONITORING SYS 0.0%
Value ($000) $3 Shares 192,818 Est. Cost $0.05 Unrealized -60.6%
INTERNATIONAL DISPENSING COR 0.0%
Value ($000) $1 Shares 14,000 Est. Cost $0.14 Unrealized