Inscription Capital, LLC Diversified Active

CIK: 0001767868 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $259,552 (100.0% shares, 0.0% debt)

Holdings (180)

SPY SPDR S&P 500 ETF (trust Unit Ser 1 S&P) 7.6%
Value ($000) $19,685 Shares 52,430 Est. Cost $321.80 Unrealized
GSLC Goldman Sachs ETF TR (equity Etf) 5.1%
Value ($000) $13,227 Shares 174,758 Est. Cost $51.16 Unrealized
AAPL Apple Inc 5.0%
Value ($000) $12,943 Shares 97,546 Est. Cost $92.59 Unrealized +26.4%
QUAL iShares Quality Factor ETF 3.6%
Value ($000) $9,235 Shares 79,466 Est. Cost $76.76 Unrealized
VT Vanguard Intl Equity (index Fund Inc Total World STK Index Fund ETF SHS) 3.5%
Value ($000) $9,094 Shares 98,231 Est. Cost $86.04 Unrealized
ECL Ecolab Inc 3.1%
Value ($000) $8,034 Shares 37,051 Est. Cost $141.48 Unrealized +39.6%
IGOV iShares International TRSRY BND ETF 2.6%
Value ($000) $6,720 Shares 120,796 Est. Cost $54.52 Unrealized
AMZN Amazon.Com Inc 2.4%
Value ($000) $6,198 Shares 1,903 Est. Cost $107.83 Unrealized +48.0%
MSFT Microsoft Corp 2.4%
Value ($000) $6,117 Shares 27,503 Est. Cost $118.55 Unrealized +73.8%
BND Vanguard BD Index FD (inc Total BD Market Etf) 2.0%
Value ($000) $5,310 Shares 60,208 Est. Cost $88.20 Unrealized
VTI Vanguard Index FDS (vanguard Total STK MKT Etf) 1.6%
Value ($000) $4,034 Shares 20,726 Est. Cost $173.34 Unrealized
WMT WalMart Inc Com 1.5%
Value ($000) $3,850 Shares 26,610 Est. Cost $35.06 Unrealized +29.1%
GLD SPDR Gold TR Gold (SHS) 1.5%
Value ($000) $3,815 Shares 21,391 Est. Cost $176.44 Unrealized
iShares Gold ETF 1.3%
Value ($000) $3,307 Shares 182,392 Est. Cost $14.83 Unrealized
USMV iShares Min Vol Factor ETF 1.2%
Value ($000) $3,080 Shares 45,371 Est. Cost $59.18 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $3,010 Shares 19,123 Est. Cost $113.50 Unrealized +12.4%
TGT Target Corp Com 1.1%
Value ($000) $2,956 Shares 16,743 Est. Cost $85.92 Unrealized +68.6%
SBUX Starbucks Corp Com 1.1%
Value ($000) $2,838 Shares 26,525 Est. Cost $65.27 Unrealized +30.5%
HD Home Depot Inc 1.1%
Value ($000) $2,826 Shares 10,641 Est. Cost $170.87 Unrealized +41.9%
PEP Pepsico Inc 1.1%
Value ($000) $2,793 Shares 18,708 Est. Cost $108.84 Unrealized +11.4%
GOOG Alphabet Inc Cap STK 1.1%
Value ($000) $2,750 Shares 1,570 Est. Cost $59.63 Unrealized +40.4%
MCD McDonalds Corp 1.1%
Value ($000) $2,728 Shares 12,714 Est. Cost $170.91 Unrealized +13.1%
BlackRock Inc 1.0%
Value ($000) $2,673 Shares 3,704 Est. Cost $544.16 Unrealized
Veritex Holdings Inc 1.0%
Value ($000) $2,648 Shares 103,196 Est. Cost $17.03 Unrealized
MRK Merck & Co Inc New 1.0%
Value ($000) $2,612 Shares 31,690 Est. Cost $65.62 Unrealized -1.2%
PG Procter And Gamble 1.0%
Value ($000) $2,607 Shares 18,738 Est. Cost $94.64 Unrealized +30.1%
VWO Vanguard Intl Equity (index Fund Inc FTSE Emerging Markets Etf) 1.0%
Value ($000) $2,586 Shares 51,600 Est. Cost $43.64 Unrealized
DIS Disney Walt Co 0.9%
Value ($000) $2,455 Shares 13,549 Est. Cost $131.00 Unrealized +7.0%
CVX Chevron 0.9%
Value ($000) $2,269 Shares 26,866 Est. Cost $88.07 Unrealized -26.2%
AMT American Tower 0.9%
Value ($000) $2,269 Shares 10,055 Est. Cost $183.87 Unrealized +8.6%
GS Goldman Sachs Group Inc 0.9%
Value ($000) $2,234 Shares 8,470 Est. Cost $166.49 Unrealized +18.3%
GSG iShares S&P Gsci Commodity Indxd ETF 0.8%
Value ($000) $2,195 Shares 178,007 Est. Cost $11.61 Unrealized
CAT Caterpillar Inc (delaware) CMN 0.8%
Value ($000) $2,146 Shares 11,790 Est. Cost $150.40 Unrealized +2.4%
V Visa Inc Com CL A 0.8%
Value ($000) $2,115 Shares 9,670 Est. Cost $170.25 Unrealized +15.8%
CSCO Cisco SYS Inc Com 0.8%
Value ($000) $2,067 Shares 46,179 Est. Cost $40.83 Unrealized -13.6%
BKNG Booking Holdings Inc 0.8%
Value ($000) $2,051 Shares 921 Est. Cost $1733.47 Unrealized +9.5%
META Facebook Inc Com 0.8%
Value ($000) $1,957 Shares 7,166 Est. Cost $185.34 Unrealized +46.9%
CRM Salesforce Com Inc 0.7%
Value ($000) $1,931 Shares 8,677 Est. Cost $169.75 Unrealized +41.5%
AMGN Amgen Inc. CMN 0.7%
Value ($000) $1,923 Shares 8,362 Est. Cost $163.47 Unrealized +20.1%
MDT Medtronic PLC 0.7%
Value ($000) $1,915 Shares 16,263 Est. Cost $84.15 Unrealized +13.0%
NKE Nike Inc Class B 0.7%
Value ($000) $1,894 Shares 13,389 Est. Cost $81.07 Unrealized +52.0%
SHV iShares Short Treasury Bond 0.7%
Value ($000) $1,861 Shares 16,838 Est. Cost $110.72 Unrealized
RTX Raytheon Technologies 0.7%
Value ($000) $1,778 Shares 24,859 Est. Cost $54.69 Unrealized +6.8%
HON Honeywell Intl Inc 0.7%
Value ($000) $1,767 Shares 8,307 Est. Cost $136.33 Unrealized +20.1%
JPM JPMorgan Chase & Co 0.7%
Value ($000) $1,761 Shares 13,861 Est. Cost $94.97 Unrealized +3.3%
XLK Sector SPDR TR SHS (ben Int Technology) 0.7%
Value ($000) $1,696 Shares 13,041 Est. Cost $94.60 Unrealized
ABBV Abbvie Inc Com 0.6%
Value ($000) $1,686 Shares 15,737 Est. Cost $54.20 Unrealized +45.6%
GOOGL Alphabet Inc 0.6%
Value ($000) $1,614 Shares 921 Est. Cost $61.12 Unrealized +36.6%
KMI Kinder Morgan 0.6%
Value ($000) $1,611 Shares 117,851 Est. Cost $12.85 Unrealized -22.7%
MUB iShares National Muni Bond 0.6%
Value ($000) $1,564 Shares 13,341 Est. Cost $109.29 Unrealized
KO Coca Cola Co 0.6%
Value ($000) $1,488 Shares 27,134 Est. Cost $41.17 Unrealized +7.5%
EPD Enterprise Prods 0.6%
Value ($000) $1,466 Shares 74,856 Est. Cost $24.73 Unrealized
EMB iShares TR JP Mor Em (MK Etf) 0.5%
Value ($000) $1,335 Shares 11,519 Est. Cost $114.29 Unrealized
GSIE Goldman Sachs ETF TR (activebeta Int) 0.5%
Value ($000) $1,316 Shares 41,268 Est. Cost $24.00 Unrealized
T AT&T Inc Com Usd1 0.5%
Value ($000) $1,288 Shares 44,799 Est. Cost $17.12 Unrealized -10.2%
BX Blackstone Group Inc/The CMN Class A 0.5%
Value ($000) $1,285 Shares 19,829 Est. Cost $45.18 Unrealized +8.1%
UNH Unitedhealth Group 0.5%
Value ($000) $1,271 Shares 3,624 Est. Cost $226.51 Unrealized +36.1%
TMO Thermo Fisher 0.5%
Value ($000) $1,270 Shares 2,725 Est. Cost $390.24 Unrealized +18.5%
MLPA Global X FDS GLBL X (MLP Etf) 0.5%
Value ($000) $1,235 Shares 45,054 Est. Cost $27.24 Unrealized
TSLA Tesla Inc 0.4%
Value ($000) $1,136 Shares 1,610 Est. Cost $110.47 Unrealized +54.5%
BA Boeing Co 0.4%
Value ($000) $1,124 Shares 5,250 Est. Cost $192.22 Unrealized 0.0%
BAC Bank Of America Corp CMN 0.4%
Value ($000) $1,072 Shares 35,381 Est. Cost $24.97 Unrealized -5.3%
BNDW Vanguard Total World Bond ETF IV 0.4%
Value ($000) $1,059 Shares 12,881 Est. Cost $81.83 Unrealized
IJR iShares Core S&P (small-Cap Etf) 0.4%
Value ($000) $1,041 Shares 11,331 Est. Cost $58.72 Unrealized
Allegiance 0.4%
Value ($000) $1,024 Shares 30,000 Est. Cost $23.37 Unrealized
NEE Nextera Energy Inc 0.4%
Value ($000) $993 Shares 12,876 Est. Cost $57.22 Unrealized +14.7%
VEA Vanguard FTSE (developed Market Etf) 0.4%
Value ($000) $944 Shares 19,993 Est. Cost $42.81 Unrealized
SUB iShares Short-Term Muni Bond 0.4%
Value ($000) $937 Shares 8,671 Est. Cost $105.45 Unrealized
DGX Quest Diagnostics Inc 0.4%
Value ($000) $933 Shares 7,830 Est. Cost $91.31 Unrealized +21.0%
ACN Accenture PLC CLS A 0.4%
Value ($000) $931 Shares 3,565 Est. Cost $142.86 Unrealized +56.1%
PM Philip Morris Intl 0.4%
Value ($000) $917 Shares 10,914 Est. Cost $56.97 Unrealized +5.9%
VZ Verizon 0.3%
Value ($000) $902 Shares 15,358 Est. Cost $40.02 Unrealized +9.9%
SM SM Energy Co 0.3%
Value ($000) $887 Shares 145,000 Est. Cost $2.85 Unrealized +9.2%
UNP Union Pacific Corp 0.3%
Value ($000) $784 Shares 3,767 Est. Cost $126.91 Unrealized +40.3%
XOM Exxon Mobil Corp 0.3%
Value ($000) $783 Shares 19,000 Est. Cost $51.84 Unrealized -41.4%
PB Prosperity Bancshares, Inc. CMN 0.3%
Value ($000) $768 Shares 10,994 Est. Cost $45.92 Unrealized +13.0%
INTC Intel Corp 0.3%
Value ($000) $763 Shares 15,306 Est. Cost $40.82 Unrealized +7.8%
TXN Texas Instruments 0.3%
Value ($000) $754 Shares 4,594 Est. Cost $79.73 Unrealized +68.8%
AGG iShares Core US Aggregate Bond ETF 0.3%
Value ($000) $751 Shares 6,352 Est. Cost $118.14 Unrealized
SPXL Direxion Daily S&P 500 Bull 3X ETF 0.3%
Value ($000) $723 Shares 10,000 Est. Cost $52.70 Unrealized
DGRO iShares Dividend Growth ETF 0.3%
Value ($000) $714 Shares 15,926 Est. Cost $33.19 Unrealized
GEM GS Emerging Markets Multi-Factor ETF 0.3%
Value ($000) $711 Shares 18,635 Est. Cost $30.76 Unrealized
C Citigroup Inc. 0.3%
Value ($000) $671 Shares 10,877 Est. Cost $54.11 Unrealized -21.7%
PFGC Performance Food Group Company 0.2%
Value ($000) $647 Shares 13,600 Est. Cost $42.14 Unrealized 0.0%
ILTB iShares Core 10 Year Usd Bond ETF 0.2%
Value ($000) $647 Shares 8,467 Est. Cost $68.09 Unrealized
Cyberark Softwre LTD F 0.2%
Value ($000) $646 Shares 4,000 Est. Cost $103.50 Unrealized
SPAB SPDR Aggregate Bond ETF 0.2%
Value ($000) $640 Shares 20,773 Est. Cost $29.39 Unrealized
XLY Select Sector SPDR (TR Consumer Discretionary Formerly Cyclical/) 0.2%
Value ($000) $631 Shares 3,927 Est. Cost $134.65 Unrealized
ARKK Ark Innovation ETF 0.2%
Value ($000) $628 Shares 5,047 Est. Cost $91.94 Unrealized
PFF iShares TR S&P US (PFD STK) 0.2%
Value ($000) $622 Shares 16,142 Est. Cost $38.53 Unrealized
BRK/B Berkshire Hathaway Inc. Class B 0.2%
Value ($000) $613 Shares 2,644 Est. Cost $206.20 Unrealized +6.8%
HCA Hca Holdings Inc 0.2%
Value ($000) $601 Shares 3,655 Est. Cost $127.66 Unrealized +9.5%
APPS Digital Turbine Inc 0.2%
Value ($000) $566 Shares 10,000 Est. Cost $3.21 Unrealized +1176.0%
VFH Vanguard Sector (index FDS Vanguard Finls Vipers) 0.2%
Value ($000) $552 Shares 7,578 Est. Cost $61.04 Unrealized
Duff & Phelps Global (util Income FD Com) 0.2%
Value ($000) $548 Shares 44,908 Est. Cost $11.86 Unrealized
Royal Dutch Shell 0.2%
Value ($000) $546 Shares 15,538 Est. Cost $46.04 Unrealized
FFIN First Fincl Bankshares Inc 0.2%
Value ($000) $537 Shares 14,800 Est. Cost $26.73 Unrealized +11.1%
John Hancock ETF (trust Multifactor He) 0.2%
Value ($000) $535 Shares 12,371 Est. Cost $32.58 Unrealized
IEFA iShares Trust Core (msci EAFE Etf) 0.2%
Value ($000) $523 Shares 7,568 Est. Cost $51.38 Unrealized
NOBL ProShares Trust S&P (500 Divid Aristocrats Etf) 0.2%
Value ($000) $513 Shares 6,422 Est. Cost $69.29 Unrealized
IEMG iShares Inc Core (msci Emerging MKTS Etf) 0.2%
Value ($000) $507 Shares 8,178 Est. Cost $53.33 Unrealized
ROK Rockwell Automation 0.2%
Value ($000) $496 Shares 1,976 Est. Cost $146.34 Unrealized +53.1%
Landmark 0.2%
Value ($000) $477 Shares 44,491 Est. Cost $11.53 Unrealized
FTNT Fortinet Inc Com 0.2%
Value ($000) $475 Shares 3,195 Est. Cost $15.23 Unrealized +65.9%
MO Altria Group Inc 0.2%
Value ($000) $459 Shares 10,971 Est. Cost $29.44 Unrealized -9.3%
IYR iShares (u S Real Estate Etf) 0.2%
Value ($000) $455 Shares 5,310 Est. Cost $75.85 Unrealized
RPM RPM Intl Inc 0.2%
Value ($000) $454 Shares 5,000 Est. Cost $81.68 Unrealized +7.9%
INTF iShares Edge MSCI (multifactor International Etf) 0.2%
Value ($000) $447 Shares 16,455 Est. Cost $25.38 Unrealized
VIS Vanguard Sector (index FDS Vanguard Indls Vipers) 0.2%
Value ($000) $442 Shares 2,599 Est. Cost $140.34 Unrealized
BNDX Vanguard Total Internatl BND ETF IV 0.2%
Value ($000) $432 Shares 7,375 Est. Cost $58.58 Unrealized
LULU Lululemon Athletica 0.2%
Value ($000) $427 Shares 1,228 Est. Cost $347.27 Unrealized 0.0%
ADBE Adobe SYS Inc 0.2%
Value ($000) $424 Shares 848 Est. Cost $281.41 Unrealized +71.7%
CMCSA Comcast Corp New 0.2%
Value ($000) $422 Shares 8,044 Est. Cost $33.11 Unrealized +25.8%
XLC Select Sector SPDR (TR Communication) 0.2%
Value ($000) $416 Shares 6,160 Est. Cost $44.32 Unrealized
XLV Select Sector SPDR (TR Health Care Formerly Consumer SVCS To 06/24/2002) 0.2%
Value ($000) $405 Shares 3,571 Est. Cost $103.19 Unrealized
Walgreens Boots 0.2%
Value ($000) $395 Shares 9,910 Est. Cost $56.79 Unrealized
Draftkings Inc Com 0.2%
Value ($000) $393 Shares 8,450 Est. Cost $46.51 Unrealized
VEU Vanguard Intl Equity Index FD Inc 0.1%
Value ($000) $383 Shares 6,560 Est. Cost $50.87 Unrealized
Nuveen Muni Value 0.1%
Value ($000) $375 Shares 33,746 Est. Cost $9.27 Unrealized
LUV Southwest Airlines Co 0.1%
Value ($000) $374 Shares 8,015 Est. Cost $40.31 Unrealized 0.0%
DTE Dte Energy Co Com 0.1%
Value ($000) $367 Shares 3,000 Est. Cost $88.96 Unrealized -0.2%
DMLP Dorchester Minerals 0.1%
Value ($000) $365 Shares 33,500 Est. Cost $10.33 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $364 Shares 698 Est. Cost $8.34 Unrealized +60.1%
GIS General Mills Inc CMN 0.1%
Value ($000) $350 Shares 5,950 Est. Cost $52.02 Unrealized -2.2%
BCE Bce Inc Com New 0.1%
Value ($000) $331 Shares 7,625 Est. Cost $30.99 Unrealized -3.0%
LMT Lockheed Martin Corp 0.1%
Value ($000) $329 Shares 927 Est. Cost $277.08 Unrealized +15.1%
Arista Networks Inc 0.1%
Value ($000) $324 Shares 1,114 Est. Cost $210.76 Unrealized
LOW Lowes Cos Inc Com 0.1%
Value ($000) $321 Shares 2,002 Est. Cost $106.69 Unrealized +38.8%
PSX Phillips 66 Com 0.1%
Value ($000) $321 Shares 4,586 Est. Cost $47.97 Unrealized 0.0%
SPHY SPDR Portfolio High Yield BND ETF 0.1%
Value ($000) $320 Shares 12,073 Est. Cost $26.51 Unrealized
DHR Danaher Corp Com 0.1%
Value ($000) $318 Shares 1,430 Est. Cost $150.01 Unrealized +30.7%
MAR Marriott International Inc Class A 0.1%
Value ($000) $305 Shares 2,315 Est. Cost $110.17 Unrealized 0.0%
HSY The Hershey Company 0.1%
Value ($000) $299 Shares 1,965 Est. Cost $126.30 Unrealized +3.7%
ED Consolidated Edison Inc 0.1%
Value ($000) $296 Shares 4,100 Est. Cost $68.99 Unrealized -6.3%
MMM 3M Company 0.1%
Value ($000) $295 Shares 1,689 Est. Cost $104.31 Unrealized +12.7%
MPLX MPLX LP Com Unit Rep 0.1%
Value ($000) $292 Shares 13,502 Est. Cost $29.43 Unrealized
NEAR iShares Short Maturity Bond ETF 0.1%
Value ($000) $291 Shares 5,808 Est. Cost $50.17 Unrealized
COMB Graniteshares Bloomberg Commodity Broad Strategy No K-1 ETF 0.1%
Value ($000) $291 Shares 12,367 Est. Cost $23.53 Unrealized
Kansas City 0.1%
Value ($000) $289 Shares 1,411 Est. Cost $151.19 Unrealized
CB Chubb Limited Com 0.1%
Value ($000) $285 Shares 1,843 Est. Cost $118.62 Unrealized +9.6%
PFE Pfizer Inc 0.1%
Value ($000) $283 Shares 7,679 Est. Cost $27.16 Unrealized +5.4%
ORCL Oracle Corporation CMN 0.1%
Value ($000) $279 Shares 4,310 Est. Cost $50.38 Unrealized +10.2%
EPAM Epam SYS Inc Com 0.1%
Value ($000) $277 Shares 774 Est. Cost $298.58 Unrealized +11.8%
NSC Norfolk Southern Corp 0.1%
Value ($000) $276 Shares 1,160 Est. Cost $161.51 Unrealized +26.8%
IBM Intl Business Mach 0.1%
Value ($000) $275 Shares 2,182 Est. Cost $94.94 Unrealized -1.6%
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond 0.1%
Value ($000) $274 Shares 5,228 Est. Cost $52.02 Unrealized
HDV iShares Trust (ishares Core High Dividend) 0.1%
Value ($000) $274 Shares 3,131 Est. Cost $84.42 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $268 Shares 15,500 Est. Cost $40.24 Unrealized -67.9%
IGSB iShares TR 1 3 YR CR (BD Etf) 0.1%
Value ($000) $266 Shares 4,827 Est. Cost $55.11 Unrealized
PAAS Pan American Silver 0.1%
Value ($000) $266 Shares 7,706 Est. Cost $34.37 Unrealized -6.1%
FLOT iShares Floating Rate Bond 0.1%
Value ($000) $258 Shares 5,086 Est. Cost $50.73 Unrealized
FSTA Fidelity MSCI (consumer Staples Index Etf) 0.1%
Value ($000) $253 Shares 6,210 Est. Cost $32.37 Unrealized
VB Vanguard Small Cap ETF 0.1%
Value ($000) $250 Shares 1,285 Est. Cost $194.55 Unrealized
CHIQ Global X MSCI China Consumer Disc ETF 0.1%
Value ($000) $247 Shares 6,940 Est. Cost $35.59 Unrealized
First TR MLP &energy (income Com) 0.1%
Value ($000) $244 Shares 41,995 Est. Cost $9.80 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $242 Shares 3,875 Est. Cost $48.61 Unrealized +2.9%
MRSH Marsh & Mclennan Cos 0.1%
Value ($000) $237 Shares 2,022 Est. Cost $74.53 Unrealized +41.2%
Magellan Midstream 0.1%
Value ($000) $236 Shares 5,567 Est. Cost $42.39 Unrealized
BOND PIMCO Active Bond ETF 0.1%
Value ($000) $236 Shares 2,086 Est. Cost $109.26 Unrealized
WYNN WYNN Resorts LTD 0.1%
Value ($000) $234 Shares 2,070 Est. Cost $89.68 Unrealized 0.0%
DPZ Dominos Pizza Inc 0.1%
Value ($000) $231 Shares 603 Est. Cost $368.31 Unrealized 0.0%
ICE Intercontinental Exchange 0.1%
Value ($000) $231 Shares 2,002 Est. Cost $91.98 Unrealized +5.6%
OGE Oge Energy Corp (holding Co) CMN 0.1%
Value ($000) $223 Shares 7,000 Est. Cost $31.47 Unrealized +2.7%
TIP iShares TIPS Bond (etf) 0.1%
Value ($000) $221 Shares 1,734 Est. Cost $127.45 Unrealized
ENB Enbridge Inc Com 0.1%
Value ($000) $221 Shares 6,897 Est. Cost $20.63 Unrealized +5.2%
MKC McCormick &co Inc 0.1%
Value ($000) $215 Shares 2,246 Est. Cost $79.15 Unrealized +7.2%
XLU Sector SPDR TR SHS (ben Int Utilities) 0.1%
Value ($000) $214 Shares 3,409 Est. Cost $59.30 Unrealized
CNC Centene Corp Del 0.1%
Value ($000) $212 Shares 3,530 Est. Cost $54.48 Unrealized +16.6%
BDX Becton Dickinson Co 0.1%
Value ($000) $210 Shares 840 Est. Cost $214.58 Unrealized 0.0%
ATO Atmos Energy Corp 0.1%
Value ($000) $205 Shares 2,147 Est. Cost $87.17 Unrealized -2.9%
SHOP Shopify Inc Com NPV 0.1%
Value ($000) $201 Shares 178 Est. Cost $104.97 Unrealized 0.0%
AEM Agnico Eagle Mines 0.1%
Value ($000) $200 Shares 2,836 Est. Cost $65.59 Unrealized 0.0%
VDC Vanguard World FDS (vanguard Consumer Staples Etf) 0.1%
Value ($000) $200 Shares 1,150 Est. Cost $173.91 Unrealized
SU Suncor Energy Com 0.1%
Value ($000) $174 Shares 10,342 Est. Cost $24.61 Unrealized -51.1%
Eaton Vance TX MGD (div Eq Incm Com) 0.1%
Value ($000) $172 Shares 14,000 Est. Cost $10.51 Unrealized
ProShares TR (ultrapro Short S) 0.1%
Value ($000) $168 Shares 28,345 Est. Cost $20.00 Unrealized
General Electric Co CMN 0.0%
Value ($000) $124 Shares 11,468 Est. Cost $8.11 Unrealized
ET Energy Transfer 0.0%
Value ($000) $119 Shares 19,209 Est. Cost $6.20 Unrealized
SMMT Summit Therapeutics 0.0%
Value ($000) $80 Shares 17,000 Est. Cost $3.46 Unrealized +22.3%
La Jolla 0.0%
Value ($000) $39 Shares 10,000 Est. Cost $4.30 Unrealized