SlateStone Wealth, LLC Diversified Active

CIK: 0001764049 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 1, 2023

Total Value ($000): $414,507 (100.0% shares, 0.0% debt)

Holdings (198)

SPDR S&P 500 ETF Tr 11.2%
Value ($000) $46,232 Shares 120,890 Est. Cost $290.29 Unrealized
AAPL Apple Inc. 5.8%
Value ($000) $24,127 Shares 185,693 Est. Cost $97.31 Unrealized +44.6%
Invesco QQQ Ser 1 5.0%
Value ($000) $20,837 Shares 78,251 Est. Cost $154.26 Unrealized
VYM Vanguard High Div Yield 3.6%
Value ($000) $14,805 Shares 136,817 Est. Cost $84.62 Unrealized
VTV Vanguard Value ETF 3.5%
Value ($000) $14,445 Shares 102,905 Est. Cost $135.31 Unrealized
PEP PepsiCo Inc 3.3%
Value ($000) $13,549 Shares 74,996 Est. Cost $118.85 Unrealized +35.4%
IWF iShares Russell 1000 Growth ET 2.7%
Value ($000) $11,374 Shares 53,091 Est. Cost $209.21 Unrealized
ProShares Short S&P 500 Ne 2.4%
Value ($000) $9,805 Shares 611,682 Est. Cost $17.00 Unrealized
SPDR S&P Mid Cap 400 ETF 2.3%
Value ($000) $9,378 Shares 21,180 Est. Cost $302.68 Unrealized
JPMorgan Equity Premium Income 2.2%
Value ($000) $9,046 Shares 166,005 Est. Cost $55.06 Unrealized
Alphabet Inc Cap Stock Cl A 1.9%
Value ($000) $8,051 Shares 91,246 Est. Cost $163.56 Unrealized
MSFT Microsoft Corp 1.8%
Value ($000) $7,278 Shares 30,350 Est. Cost $183.15 Unrealized +27.8%
APH Amphenol Corp Cl A 1.7%
Value ($000) $7,096 Shares 93,194 Est. Cost $27.55 Unrealized +33.5%
iShares USA Quality Fctr 1.7%
Value ($000) $7,014 Shares 61,546 Est. Cost $107.35 Unrealized
First Trust Global Tactical Co 1.7%
Value ($000) $6,992 Shares 285,515 Est. Cost $24.49 Unrealized
UnitedHealth Group Inc 1.5%
Value ($000) $6,050 Shares 11,411 Est. Cost $289.87 Unrealized
Alphabet Inc Cap Stock Cl C 1.4%
Value ($000) $5,854 Shares 65,975 Est. Cost $215.09 Unrealized
Costco Wholesale Corp 1.3%
Value ($000) $5,433 Shares 11,901 Est. Cost $254.95 Unrealized
Visa Inc Cl A 1.2%
Value ($000) $5,134 Shares 24,711 Est. Cost $142.76 Unrealized
IWD iShares Russell 1000 Val ETF 1.2%
Value ($000) $4,768 Shares 31,442 Est. Cost $138.04 Unrealized
CVX Chevron Corp 1.1%
Value ($000) $4,634 Shares 25,819 Est. Cost $90.12 Unrealized +70.0%
Merck & Co Inc 1.0%
Value ($000) $4,181 Shares 37,682 Est. Cost $81.91 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $4,159 Shares 23,545 Est. Cost $139.75 Unrealized +12.4%
Ares Capital Corp 1.0%
Value ($000) $4,041 Shares 218,768 Est. Cost $18.64 Unrealized
AbbVie Inc 1.0%
Value ($000) $4,006 Shares 24,787 Est. Cost $108.37 Unrealized
TJX TJX Cos Inc 0.9%
Value ($000) $3,822 Shares 48,021 Est. Cost $63.43 Unrealized +11.5%
AMZN Amazon.com Inc 0.9%
Value ($000) $3,757 Shares 44,728 Est. Cost $123.63 Unrealized -20.1%
BlackRock Inc 0.9%
Value ($000) $3,647 Shares 5,146 Est. Cost $526.80 Unrealized
WMT Wal-Mart Inc 0.8%
Value ($000) $3,359 Shares 23,689 Est. Cost $33.14 Unrealized +37.8%
IBB iShares NASDAQ Biotech 0.8%
Value ($000) $3,356 Shares 25,565 Est. Cost $99.46 Unrealized
HD Home Depot Inc 0.8%
Value ($000) $3,262 Shares 10,327 Est. Cost $228.07 Unrealized +23.3%
Zoetis Inc Cl A 0.8%
Value ($000) $3,179 Shares 21,692 Est. Cost $118.73 Unrealized
First Trust Exchng Traded Fund 0.8%
Value ($000) $3,116 Shares 100,138 Est. Cost $31.12 Unrealized
EEM iShares MSCI Emerg Mkt ETF 0.7%
Value ($000) $2,985 Shares 78,756 Est. Cost $40.85 Unrealized
VBR Vanguard Small Cap Val ETF 0.6%
Value ($000) $2,692 Shares 16,950 Est. Cost $162.41 Unrealized
DIS Disney Walt Co Disney 0.6%
Value ($000) $2,534 Shares 29,164 Est. Cost $118.05 Unrealized -20.8%
KEY KeyCorp 0.5%
Value ($000) $2,274 Shares 130,521 Est. Cost $18.79 Unrealized -21.3%
M & T Bank Corp 0.5%
Value ($000) $2,192 Shares 15,110 Est. Cost $159.37 Unrealized
TMO Thermo Fisher Scientific Inc 0.5%
Value ($000) $2,135 Shares 3,877 Est. Cost $548.87 Unrealized -4.4%
SPDR S&P Dividend ETF 0.5%
Value ($000) $2,090 Shares 16,705 Est. Cost $117.54 Unrealized
DHR Danaher Corp 0.5%
Value ($000) $2,065 Shares 7,782 Est. Cost $156.46 Unrealized +45.8%
BRK/B Berkshire Hathaway Inc Cl B 0.5%
Value ($000) $2,009 Shares 6,504 Est. Cost $241.78 Unrealized +22.8%
AMGN Amgen Inc 0.5%
Value ($000) $2,004 Shares 7,631 Est. Cost $194.42 Unrealized +24.9%
FedEx Corp 0.5%
Value ($000) $1,942 Shares 11,215 Est. Cost $211.02 Unrealized
PG Procter And Gamble Co 0.5%
Value ($000) $1,926 Shares 12,711 Est. Cost $113.97 Unrealized +13.9%
ADP Automatic Data Processing Inc 0.5%
Value ($000) $1,919 Shares 8,036 Est. Cost $146.38 Unrealized +56.4%
Vanguard Health Care ETF 0.4%
Value ($000) $1,861 Shares 7,502 Est. Cost $192.39 Unrealized
BND Vanguard Total Bond Mkt 0.4%
Value ($000) $1,847 Shares 25,712 Est. Cost $73.71 Unrealized
NOC Northrop Grumman Corp 0.4%
Value ($000) $1,838 Shares 3,369 Est. Cost $417.74 Unrealized +18.5%
TLT iShares 20 Yr Tr Bond ETF 0.4%
Value ($000) $1,736 Shares 17,436 Est. Cost $106.78 Unrealized
MCD McDonalds Corp 0.4%
Value ($000) $1,711 Shares 6,493 Est. Cost $172.73 Unrealized +42.0%
LULU Lululemon Athletica Inc 0.4%
Value ($000) $1,702 Shares 5,312 Est. Cost $313.16 Unrealized +5.0%
HSY Hershey Co 0.4%
Value ($000) $1,694 Shares 7,316 Est. Cost $106.78 Unrealized +98.7%
VXF Vanguard Index Funds EXTEND MK 0.4%
Value ($000) $1,679 Shares 12,641 Est. Cost $134.82 Unrealized
Raytheon Technologies Corp 0.4%
Value ($000) $1,676 Shares 16,604 Est. Cost $77.97 Unrealized
CAT Caterpillar Inc 0.4%
Value ($000) $1,674 Shares 6,986 Est. Cost $196.94 Unrealized +4.9%
VWO Vanguard FTSE Emerg Mkt ETF 0.4%
Value ($000) $1,636 Shares 41,961 Est. Cost $38.11 Unrealized
Goldman Sachs Group Inc 0.4%
Value ($000) $1,628 Shares 4,742 Est. Cost $319.87 Unrealized
URI United Rentals Inc 0.4%
Value ($000) $1,588 Shares 4,469 Est. Cost $257.02 Unrealized +23.8%
NVIDIA Corp 0.4%
Value ($000) $1,566 Shares 10,718 Est. Cost $207.97 Unrealized
JPMorgan Chase & Co 0.4%
Value ($000) $1,565 Shares 11,668 Est. Cost $102.88 Unrealized
APD Air Prods & Chems Inc 0.4%
Value ($000) $1,562 Shares 5,068 Est. Cost $231.49 Unrealized +12.1%
ABT Abbott Laboratories 0.4%
Value ($000) $1,553 Shares 14,145 Est. Cost $104.18 Unrealized -6.3%
AGG iShares Core US Aggbd Et 0.4%
Value ($000) $1,548 Shares 15,962 Est. Cost $100.22 Unrealized
Nextera Energy Inc 0.4%
Value ($000) $1,509 Shares 18,055 Est. Cost $112.59 Unrealized
FBND Fidelity Total Bond ETF 0.4%
Value ($000) $1,488 Shares 33,062 Est. Cost $53.65 Unrealized
Vaneck ETF BDC Income 0.4%
Value ($000) $1,477 Shares 104,400 Est. Cost $12.84 Unrealized
Invesco Exchange Traded Fund T 0.3%
Value ($000) $1,449 Shares 32,932 Est. Cost $36.72 Unrealized
iShares Intl Quality Factor 0.3%
Value ($000) $1,437 Shares 44,366 Est. Cost $33.25 Unrealized
IAU Ishares Gold Tr Ishares New 0.3%
Value ($000) $1,420 Shares 41,063 Est. Cost $33.70 Unrealized
RMD ResMed Inc 0.3%
Value ($000) $1,360 Shares 6,535 Est. Cost $219.48 Unrealized -2.7%
Adobe Inc 0.3%
Value ($000) $1,315 Shares 3,907 Est. Cost $294.45 Unrealized
UNP Union Pacific Corp 0.3%
Value ($000) $1,239 Shares 5,982 Est. Cost $218.05 Unrealized -12.8%
Coherent Corp COM 0.3%
Value ($000) $1,215 Shares 34,611 Est. Cost $34.84 Unrealized
IJH iShares Core S&P Mcp ETF 0.3%
Value ($000) $1,204 Shares 4,978 Est. Cost $220.08 Unrealized
MasterCard Incorporated Cl A 0.3%
Value ($000) $1,144 Shares 3,290 Est. Cost $253.60 Unrealized
Marathon Oil Corp 0.3%
Value ($000) $1,134 Shares 41,875 Est. Cost $17.98 Unrealized
ZBRA Zebra Technologies Corp Cl A 0.3%
Value ($000) $1,119 Shares 4,366 Est. Cost $295.94 Unrealized -12.6%
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $1,101 Shares 16,777 Est. Cost $63.97 Unrealized
Exxon Mobil Corp 0.3%
Value ($000) $1,075 Shares 9,748 Est. Cost $69.68 Unrealized
Eastern Bankshares Inc COM 0.2%
Value ($000) $1,017 Shares 58,936 Est. Cost $20.20 Unrealized
ConocoPhillips 0.2%
Value ($000) $997 Shares 8,453 Est. Cost $84.77 Unrealized
LLY Lilly Eli & Co 0.2%
Value ($000) $989 Shares 2,704 Est. Cost $200.61 Unrealized +72.4%
Starwood Property Trust Inc 0.2%
Value ($000) $950 Shares 51,816 Est. Cost $16.99 Unrealized
SPDR Gold Trust Gold 0.2%
Value ($000) $910 Shares 5,364 Est. Cost $144.54 Unrealized
Skyx Platforms Corp Com 0.2%
Value ($000) $848 Shares 336,384 Est. Cost $2.05 Unrealized
Invesco Exchng Traded Fund Tr 0.2%
Value ($000) $818 Shares 18,313 Est. Cost $34.43 Unrealized
SPDR Portfolio Agrgte 0.2%
Value ($000) $803 Shares 31,958 Est. Cost $29.26 Unrealized
RODM Lattice Strategies Tr Hartford 0.2%
Value ($000) $798 Shares 32,206 Est. Cost $26.66 Unrealized
SAP Sap SE Sp ADR 0.2%
Value ($000) $788 Shares 7,636 Est. Cost $104.78 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $753 Shares 1,548 Est. Cost $388.32 Unrealized +9.8%
PFE Pfizer Inc 0.2%
Value ($000) $746 Shares 14,565 Est. Cost $39.48 Unrealized +1.8%
GILD Gilead Sciences Inc 0.2%
Value ($000) $737 Shares 8,588 Est. Cost $55.83 Unrealized +26.8%
BAC Bank America Corp 0.2%
Value ($000) $737 Shares 22,247 Est. Cost $30.27 Unrealized +4.8%
SHEL Shell Plc SPON ADS 0.2%
Value ($000) $725 Shares 12,730 Est. Cost $56.95 Unrealized
IYR iShares US Real Estate ETF 0.2%
Value ($000) $715 Shares 8,498 Est. Cost $87.29 Unrealized
Paypal Holdings Inc 0.2%
Value ($000) $710 Shares 9,970 Est. Cost $110.61 Unrealized
IWR iShares Rus Mid Cap ETF 0.2%
Value ($000) $690 Shares 10,224 Est. Cost $64.72 Unrealized
IJK iShares S&P Mc 400Gr ETF 0.2%
Value ($000) $685 Shares 10,032 Est. Cost $72.23 Unrealized
SBUX Starbucks Corp 0.2%
Value ($000) $679 Shares 6,840 Est. Cost $71.43 Unrealized +22.6%
IVV IShares Core S&P 500 ETF 0.2%
Value ($000) $672 Shares 1,748 Est. Cost $320.01 Unrealized
Target Corp 0.2%
Value ($000) $646 Shares 4,336 Est. Cost $170.46 Unrealized
CSX CSX Corp 0.1%
Value ($000) $607 Shares 19,605 Est. Cost $27.57 Unrealized +4.2%
CME Group Inc Cl A 0.1%
Value ($000) $598 Shares 3,559 Est. Cost $221.58 Unrealized
ProShares S&P 500 Dv Arist 0.1%
Value ($000) $597 Shares 6,633 Est. Cost $75.59 Unrealized
Verizon Communications Inc 0.1%
Value ($000) $586 Shares 14,883 Est. Cost $51.76 Unrealized
IJR iShares S&P Smallcap ETF 0.1%
Value ($000) $577 Shares 6,098 Est. Cost $91.77 Unrealized
Invesco Exchange Traded Fund T 0.1%
Value ($000) $565 Shares 3,724 Est. Cost $126.78 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $550 Shares 1,565 Est. Cost $263.18 Unrealized
Broadcom Inc 0.1%
Value ($000) $544 Shares 973 Est. Cost $364.44 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $537 Shares 3,253 Est. Cost $151.68 Unrealized +0.1%
BA Boeing Co 0.1%
Value ($000) $532 Shares 2,794 Est. Cost $204.35 Unrealized -20.0%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $513 Shares 7,134 Est. Cost $48.88 Unrealized +33.4%
Travelers Companies Inc 0.1%
Value ($000) $510 Shares 2,720 Est. Cost $178.47 Unrealized
AT&T Inc 0.1%
Value ($000) $499 Shares 27,095 Est. Cost $27.35 Unrealized
SPDR Portfolio Emg MK 0.1%
Value ($000) $497 Shares 15,089 Est. Cost $35.65 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $460 Shares 2,087 Est. Cost $189.19 Unrealized +4.4%
Chubb Limited 0.1%
Value ($000) $459 Shares 2,082 Est. Cost $208.81 Unrealized
SPDR Portfolio Tl Stock 0.1%
Value ($000) $458 Shares 9,676 Est. Cost $32.27 Unrealized
Waste Management Inc 0.1%
Value ($000) $456 Shares 2,908 Est. Cost $159.31 Unrealized
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $453 Shares 2,369 Est. Cost $127.62 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $453 Shares 4,118 Est. Cost $87.68 Unrealized +24.1%
JPMorgan Exchange Traded Fund 0.1%
Value ($000) $451 Shares 9,000 Est. Cost $50.39 Unrealized
Comcast Corp Cl A 0.1%
Value ($000) $450 Shares 12,881 Est. Cost $43.10 Unrealized
Medtronic PLC 0.1%
Value ($000) $442 Shares 5,692 Est. Cost $121.89 Unrealized
3M Co 0.1%
Value ($000) $439 Shares 3,664 Est. Cost $139.22 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $403 Shares 5,600 Est. Cost $36.85 Unrealized +69.6%
GIS General Mills Inc 0.1%
Value ($000) $402 Shares 4,794 Est. Cost $62.67 Unrealized +16.4%
BDX Becton Dickinson & Co 0.1%
Value ($000) $392 Shares 1,541 Est. Cost $239.78 Unrealized -6.9%
iShares Min Vol USA ETF 0.1%
Value ($000) $390 Shares 5,406 Est. Cost $65.65 Unrealized
USB US Bancorp Del 0.1%
Value ($000) $389 Shares 8,915 Est. Cost $38.88 Unrealized -5.6%
Cisco Systems Inc 0.1%
Value ($000) $387 Shares 8,122 Est. Cost $41.75 Unrealized
SSGA SPDR ETFS Europe I PLC UC 0.1%
Value ($000) $383 Shares 1,000 Est. Cost $264.00 Unrealized
DE Deere & Co 0.1%
Value ($000) $382 Shares 892 Est. Cost $232.12 Unrealized +67.5%
Oracle Corp 0.1%
Value ($000) $374 Shares 4,570 Est. Cost $83.87 Unrealized
TD Toronto Dominion Bank Ont COM 0.1%
Value ($000) $372 Shares 5,744 Est. Cost $72.62 Unrealized -11.0%
NSRGY Nestle S A 0.1%
Value ($000) $372 Shares 3,222 Est. Cost $87.34 Unrealized
Renaissancere Holdings Ltd COM 0.1%
Value ($000) $368 Shares 2,000 Est. Cost $148.50 Unrealized
IBM International Business Machs C 0.1%
Value ($000) $363 Shares 2,575 Est. Cost $118.07 Unrealized +4.2%
Plug Power Inc 0.1%
Value ($000) $363 Shares 29,326 Est. Cost $3.15 Unrealized
Aberdeen Std Gold ETF Tr Physc 0.1%
Value ($000) $350 Shares 20,050 Est. Cost $14.96 Unrealized
CNA Cna Financial Corp COM 0.1%
Value ($000) $348 Shares 8,231 Est. Cost $35.17 Unrealized -7.7%
iShares GNMA Bond ETF 0.1%
Value ($000) $341 Shares 7,832 Est. Cost $47.48 Unrealized
BBT Berkshire Hills Bancorp Inc 0.1%
Value ($000) $340 Shares 11,370 Est. Cost $24.46 Unrealized +8.0%
Marathon Petroleum Corp 0.1%
Value ($000) $339 Shares 2,910 Est. Cost $116.39 Unrealized
Pioneer Natural Resources Co 0.1%
Value ($000) $336 Shares 1,470 Est. Cost $168.55 Unrealized
LQD iShares iBoxx Inv Cp ETF 0.1%
Value ($000) $334 Shares 3,166 Est. Cost $109.95 Unrealized
SPDR Portfolio Devlpd 0.1%
Value ($000) $328 Shares 11,062 Est. Cost $28.86 Unrealized
Enbridge Inc 0.1%
Value ($000) $322 Shares 8,236 Est. Cost $40.96 Unrealized
Technology Select Sector SPDR 0.1%
Value ($000) $316 Shares 2,541 Est. Cost $115.67 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $312 Shares 2,302 Est. Cost $114.63 Unrealized -1.7%
NKE Nike Inc Cl B 0.1%
Value ($000) $310 Shares 2,648 Est. Cost $80.56 Unrealized +18.3%
ECL Ecolab Inc 0.1%
Value ($000) $307 Shares 2,110 Est. Cost $175.16 Unrealized -19.0%
IVOL Quadratic Int Rate Vol & Infl 0.1%
Value ($000) $303 Shares 13,405 Est. Cost $27.72 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $302 Shares 3,553 Est. Cost $75.30 Unrealized +2.0%
Sea Ltd Sponsord ADS 0.1%
Value ($000) $300 Shares 5,764 Est. Cost $52.03 Unrealized
Carrier Global Corporation 0.1%
Value ($000) $298 Shares 7,228 Est. Cost $42.59 Unrealized
Select Sector SPDR Financial 0.1%
Value ($000) $298 Shares 8,706 Est. Cost $33.57 Unrealized
PPL Corp 0.1%
Value ($000) $293 Shares 10,019 Est. Cost $27.96 Unrealized
Meta Platforms, Inc 0.1%
Value ($000) $289 Shares 2,402 Est. Cost $193.49 Unrealized
BRO Brown & Brown Inc 0.1%
Value ($000) $285 Shares 5,000 Est. Cost $57.30 Unrealized 0.0%
Otis Worldwide Corp 0.1%
Value ($000) $281 Shares 3,589 Est. Cost $72.61 Unrealized
AWR American States Water Co 0.1%
Value ($000) $278 Shares 3,000 Est. Cost $86.36 Unrealized -1.5%
DOW Dow Inc 0.1%
Value ($000) $272 Shares 5,390 Est. Cost $40.52 Unrealized 0.0%
Invesco Exchange-Traded Fund T 0.1%
Value ($000) $271 Shares 12,104 Est. Cost $25.57 Unrealized
Spdr NYSE TECH ETF 0.1%
Value ($000) $270 Shares 2,786 Est. Cost $161.95 Unrealized
IGSB iShares Sh Tr Crport ETF 0.1%
Value ($000) $268 Shares 5,385 Est. Cost $51.33 Unrealized
Alnylam Pharmaceuticals Inc CO 0.1%
Value ($000) $261 Shares 1,100 Est. Cost $200.00 Unrealized
SPDR Portfolio Interm 0.1%
Value ($000) $260 Shares 8,164 Est. Cost $34.95 Unrealized
Palantir Technologies Inc Cl A 0.1%
Value ($000) $259 Shares 40,336 Est. Cost $21.57 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $259 Shares 2,557 Est. Cost $81.30 Unrealized 0.0%
Linde PLC 0.1%
Value ($000) $253 Shares 777 Est. Cost $326.18 Unrealized
WSO Watsco Inc 0.1%
Value ($000) $252 Shares 1,012 Est. Cost $263.41 Unrealized -0.2%
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $251 Shares 2,360 Est. Cost $106.44 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $250 Shares 6,698 Est. Cost $37.36 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $246 Shares 2,638 Est. Cost $85.94 Unrealized 0.0%
Blackstone Inc 0.1%
Value ($000) $245 Shares 3,300 Est. Cost $128.22 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $244 Shares 2,563 Est. Cost $83.99 Unrealized -2.8%
Ark ETF Tr Innovation ETF 0.1%
Value ($000) $244 Shares 7,798 Est. Cost $61.91 Unrealized
BHB Bar Harbor Bankshares COM 0.1%
Value ($000) $240 Shares 7,493 Est. Cost $26.01 Unrealized 0.0%
IWO iShares Rus 2000 Growth ETF 0.1%
Value ($000) $240 Shares 1,117 Est. Cost $205.91 Unrealized
DVY iShares Select Div ETF 0.1%
Value ($000) $235 Shares 1,945 Est. Cost $120.61 Unrealized
Blue Foundry Bancorp COM 0.1%
Value ($000) $221 Shares 17,225 Est. Cost $14.64 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $220 Shares 1,104 Est. Cost $188.18 Unrealized 0.0%
INTC Intel Corp 0.1%
Value ($000) $216 Shares 8,162 Est. Cost $26.65 Unrealized 0.0%
PSX Phillips 66 0.1%
Value ($000) $215 Shares 2,070 Est. Cost $91.37 Unrealized 0.0%
KO Coca-Cola Co 0.1%
Value ($000) $214 Shares 3,360 Est. Cost $54.92 Unrealized 0.0%
VTEB Vanguard Muni Bond Funds TAX E 0.1%
Value ($000) $213 Shares 4,306 Est. Cost $49.49 Unrealized
Constellation Brands Inc Cl A 0.1%
Value ($000) $212 Shares 913 Est. Cost $231.66 Unrealized
Vaneck ETF Gold Miners 0.1%
Value ($000) $210 Shares 7,339 Est. Cost $25.39 Unrealized
Tesla Inc 0.1%
Value ($000) $209 Shares 1,695 Est. Cost $387.27 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $205 Shares 2,000 Est. Cost $94.86 Unrealized 0.0%
OPKO Health Inc 0.0%
Value ($000) $20 Shares 15,770 Est. Cost $4.31 Unrealized
Sorrento Therapeutics Inc 0.0%
Value ($000) $19 Shares 21,433 Est. Cost $6.00 Unrealized
Matinas Biopharma Holdings Inc 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.60 Unrealized
Rightscorp Inc 0.0%
Value ($000) $3 Shares 200,000 Est. Cost Unrealized
Flow Beverage Corp COM SUB VTG 0.0%
Value ($000) $2 Shares 12,325 Est. Cost $0.32 Unrealized
Royal Mines & Minerals Corp 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized