NICOLET ADVISORY SERVICES, LLC Diversified Active

CIK: 0001775863 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 8, 2022

Total Value ($000): $673,550 (100.0% shares, 0.0% debt)

Holdings (186)

SPYV SPDR SER TR 18.3%
Value ($000) $123,100 Shares 3,297,627 Est. Cost $30.80 Unrealized
SPYG SPDR SER TR 15.1%
Value ($000) $101,730 Shares 1,855,376 Est. Cost $40.10 Unrealized
BND VANGUARD BD INDEX FDS 10.2%
Value ($000) $68,446 Shares 910,552 Est. Cost $86.62 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 8.3%
Value ($000) $56,229 Shares 1,382,902 Est. Cost $40.89 Unrealized
ITOT ISHARES TR 4.4%
Value ($000) $29,357 Shares 339,581 Est. Cost $72.13 Unrealized
BSV VANGUARD BD INDEX FDS 2.2%
Value ($000) $14,749 Shares 192,067 Est. Cost $82.44 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 2.2%
Value ($000) $14,726 Shares 307,309 Est. Cost $47.92 Unrealized
VO VANGUARD INDEX FDS 2.0%
Value ($000) $13,438 Shares 66,135 Est. Cost $159.10 Unrealized
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $11,625 Shares 79,623 Est. Cost $87.93 Unrealized +56.1%
AAPL APPLE INC 1.7%
Value ($000) $11,316 Shares 77,319 Est. Cost $90.39 Unrealized +64.5%
JPMORGAN CHASE & CO 1.6%
Value ($000) $10,948 Shares 571,403 Est. Cost $13.93 Unrealized
IEMG ISHARES INC 1.4%
Value ($000) $9,557 Shares 194,957 Est. Cost $48.56 Unrealized
WEC WEC ENERGY GROUP INC 1.3%
Value ($000) $8,546 Shares 85,624 Est. Cost $63.79 Unrealized +40.2%
VUG VANGUARD INDEX FDS 1.3%
Value ($000) $8,483 Shares 36,124 Est. Cost $156.42 Unrealized
AMLP ALPS ETF TR 1.1%
Value ($000) $7,739 Shares 222,016 Est. Cost $24.68 Unrealized
VTV VANGUARD INDEX FDS 1.0%
Value ($000) $6,659 Shares 49,988 Est. Cost $107.90 Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $6,433 Shares 145,499 Est. Cost $50.54 Unrealized
SPAB SPDR SER TR 0.9%
Value ($000) $6,327 Shares 240,216 Est. Cost $28.62 Unrealized
HYG ISHARES TR 0.9%
Value ($000) $6,227 Shares 83,212 Est. Cost $82.40 Unrealized
SPDW SPDR INDEX SHS FDS 0.8%
Value ($000) $5,541 Shares 192,535 Est. Cost $29.25 Unrealized
IGF ISHARES TR 0.8%
Value ($000) $5,371 Shares 116,089 Est. Cost $37.66 Unrealized
VB VANGUARD INDEX FDS 0.8%
Value ($000) $5,124 Shares 28,128 Est. Cost $161.59 Unrealized
JNK SPDR SER TR 0.7%
Value ($000) $4,796 Shares 52,086 Est. Cost $106.17 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $4,574 Shares 39,875 Est. Cost $91.64 Unrealized +23.3%
MSFT MICROSOFT CORP 0.7%
Value ($000) $4,392 Shares 16,362 Est. Cost $164.98 Unrealized +59.7%
DFAC DIMENSIONAL ETF TRUST 0.6%
Value ($000) $4,376 Shares 182,943 Est. Cost $23.92 Unrealized
SHM SPDR SER TR 0.6%
Value ($000) $4,293 Shares 90,578 Est. Cost $48.45 Unrealized
SCZ ISHARES TR 0.6%
Value ($000) $3,860 Shares 71,081 Est. Cost $52.62 Unrealized
GUNR FLEXSHARES TR 0.6%
Value ($000) $3,749 Shares 95,993 Est. Cost $32.26 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $3,717 Shares 59,092 Est. Cost $42.82 Unrealized +32.6%
SPTM SPDR SER TR 0.5%
Value ($000) $3,221 Shares 67,265 Est. Cost $35.40 Unrealized
SPMD SPDR SER TR 0.5%
Value ($000) $3,131 Shares 76,819 Est. Cost $33.65 Unrealized
SPSB SPDR SER TR 0.4%
Value ($000) $2,921 Shares 98,108 Est. Cost $30.58 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $2,833 Shares 24,357 Est. Cost $124.97 Unrealized +0.1%
IVV ISHARES TR 0.4%
Value ($000) $2,672 Shares 6,835 Est. Cost $295.10 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,615 Shares 30,433 Est. Cost $51.73 Unrealized +53.8%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $2,508 Shares 17,177 Est. Cost $110.93 Unrealized
ASB ASSOCIATED BANC CORP 0.4%
Value ($000) $2,400 Shares 129,214 Est. Cost $15.64 Unrealized +11.5%
MUB ISHARES TR 0.3%
Value ($000) $2,224 Shares 20,816 Est. Cost $107.81 Unrealized
GII SPDR INDEX SHS FDS 0.3%
Value ($000) $2,081 Shares 39,170 Est. Cost $52.79 Unrealized
TFI SPDR SER TR 0.3%
Value ($000) $1,986 Shares 42,953 Est. Cost $49.38 Unrealized
REET ISHARES TR 0.3%
Value ($000) $1,744 Shares 71,353 Est. Cost $20.91 Unrealized
MGK VANGUARD WORLD FD 0.3%
Value ($000) $1,721 Shares 8,981 Est. Cost $126.48 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,664 Shares 9,765 Est. Cost $106.51 Unrealized +40.7%
GOOG ALPHABET INC 0.2%
Value ($000) $1,484 Shares 622 Est. Cost $70.31 Unrealized +66.8%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $1,397 Shares 14,885 Est. Cost $110.57 Unrealized -18.1%
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $1,373 Shares 47,491 Est. Cost $30.25 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,367 Shares 4,896 Est. Cost $213.66 Unrealized +46.8%
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $1,354 Shares 38,960 Est. Cost $35.76 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,342 Shares 7,521 Est. Cost $122.04 Unrealized +31.1%
WMT WALMART INC 0.2%
Value ($000) $1,289 Shares 10,287 Est. Cost $35.84 Unrealized +22.9%
SJNK SPDR SER TR 0.2%
Value ($000) $1,270 Shares 52,168 Est. Cost $27.25 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $1,227 Shares 6,677 Est. Cost $145.62 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,205 Shares 22,550 Est. Cost $28.78 Unrealized +45.9%
HUM HUMANA INC 0.2%
Value ($000) $1,201 Shares 2,522 Est. Cost $394.97 Unrealized +8.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,200 Shares 505 Est. Cost $106.69 Unrealized +9.5%
AOR ISHARES TR 0.2%
Value ($000) $1,185 Shares 24,652 Est. Cost $45.26 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,172 Shares 28,139 Est. Cost $41.86 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,163 Shares 8,573 Est. Cost $98.83 Unrealized +16.1%
TSLA TESLA INC 0.2%
Value ($000) $1,109 Shares 1,511 Est. Cost $102.00 Unrealized +167.6%
BFC BANK FIRST CORP 0.2%
Value ($000) $1,017 Shares 13,196 Est. Cost $58.91 Unrealized +12.3%
T AT&T INC 0.2%
Value ($000) $1,011 Shares 47,806 Est. Cost $15.21 Unrealized +7.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $968 Shares 4,970 Est. Cost $164.43 Unrealized
TDTF FLEXSHARES TR 0.1%
Value ($000) $965 Shares 38,400 Est. Cost $26.54 Unrealized
FLTB FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $935 Shares 19,165 Est. Cost $52.86 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $933 Shares 9,083 Est. Cost $91.86 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $923 Shares 9,921 Est. Cost $62.64 Unrealized +26.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $896 Shares 9,201 Est. Cost $118.43 Unrealized -8.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $894 Shares 1,615 Est. Cost $280.37 Unrealized +94.3%
AOA ISHARES TR 0.1%
Value ($000) $876 Shares 14,542 Est. Cost $54.59 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $836 Shares 7,633 Est. Cost $81.34 Unrealized +30.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $824 Shares 8,771 Est. Cost $86.76 Unrealized +2.0%
IWF ISHARES TR 0.1%
Value ($000) $810 Shares 3,535 Est. Cost $155.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $805 Shares 5,714 Est. Cost $97.68 Unrealized +20.3%
STIP ISHARES TR 0.1%
Value ($000) $798 Shares 7,907 Est. Cost $99.79 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $796 Shares 5,237 Est. Cost $72.59 Unrealized +84.8%
AOM ISHARES TR 0.1%
Value ($000) $755 Shares 19,341 Est. Cost $39.60 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $742 Shares 1,908 Est. Cost $356.42 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $718 Shares 8,756 Est. Cost $67.17 Unrealized +27.9%
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $705 Shares 13,756 Est. Cost $46.20 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $689 Shares 4,800 Est. Cost $98.13 Unrealized +45.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $674 Shares 2,666 Est. Cost $176.93 Unrealized +27.9%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $672 Shares 1,879 Est. Cost $407.33 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $663 Shares 20,808 Est. Cost $25.36 Unrealized +29.1%
TIP ISHARES TR 0.1%
Value ($000) $661 Shares 5,813 Est. Cost $113.60 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $653 Shares 2,277 Est. Cost $196.49 Unrealized +36.9%
ORCL ORACLE CORP 0.1%
Value ($000) $626 Shares 8,720 Est. Cost $46.82 Unrealized +49.2%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $611 Shares 6,275 Est. Cost $57.69 Unrealized +57.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $610 Shares 7,586 Est. Cost $65.75 Unrealized +4.7%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $605 Shares 16,622 Est. Cost $17.13 Unrealized +117.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $581 Shares 1,772 Est. Cost $134.22 Unrealized +116.7%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $571 Shares 2,747 Est. Cost $179.71 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $569 Shares 13,165 Est. Cost $40.27 Unrealized +6.3%
AMGN AMGEN INC 0.1%
Value ($000) $539 Shares 2,177 Est. Cost $160.72 Unrealized +36.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $536 Shares 5,646 Est. Cost $58.85 Unrealized +45.1%
META META PLATFORMS INC 0.1%
Value ($000) $517 Shares 3,003 Est. Cost $228.55 Unrealized -16.2%
NKE NIKE INC 0.1%
Value ($000) $516 Shares 4,772 Est. Cost $101.41 Unrealized +9.7%
INTC INTEL CORP 0.1%
Value ($000) $516 Shares 13,524 Est. Cost $47.26 Unrealized -14.0%
USB US BANCORP DEL 0.1%
Value ($000) $513 Shares 10,980 Est. Cost $37.33 Unrealized +12.3%
DE DEERE & CO 0.1%
Value ($000) $510 Shares 1,679 Est. Cost $212.22 Unrealized +64.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $505 Shares 2,714 Est. Cost $155.97 Unrealized -1.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $503 Shares 3,832 Est. Cost $106.90 Unrealized +12.3%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $497 Shares 23,396 Est. Cost $21.24 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $496 Shares 3,125 Est. Cost $20.60 Unrealized -8.5%
INVESCO QQQ TR 0.1%
Value ($000) $483 Shares 1,637 Est. Cost $295.05 Unrealized
AOK ISHARES TR 0.1%
Value ($000) $481 Shares 13,891 Est. Cost $36.15 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $465 Shares 9,166 Est. Cost $39.75 Unrealized +0.9%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $461 Shares 1,422 Est. Cost $326.79 Unrealized +3.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $442 Shares 7,085 Est. Cost $48.66 Unrealized +17.6%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $437 Shares 8,779 Est. Cost $50.15 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $435 Shares 7,527 Est. Cost $38.51 Unrealized +38.9%
PLXS PLEXUS CORP 0.1%
Value ($000) $433 Shares 5,578 Est. Cost $57.74 Unrealized +40.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $420 Shares 10,514 Est. Cost $39.07 Unrealized -1.8%
SPYD SPDR SER TR 0.1%
Value ($000) $419 Shares 10,475 Est. Cost $39.67 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $419 Shares 9,155 Est. Cost $35.14 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $417 Shares 5,266 Est. Cost $85.41 Unrealized -17.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $416 Shares 9,942 Est. Cost $29.11 Unrealized +32.1%
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $415 Shares 9,314 Est. Cost $50.02 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $415 Shares 10,337 Est. Cost $38.70 Unrealized +3.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $382 Shares 3,116 Est. Cost $56.37 Unrealized +118.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $369 Shares 746 Est. Cost $454.28 Unrealized +6.7%
DBEF DBX ETF TR 0.1%
Value ($000) $366 Shares 10,385 Est. Cost $31.76 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $357 Shares 2,020 Est. Cost $196.98 Unrealized -11.4%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $345 Shares 1,342 Est. Cost $215.70 Unrealized +3.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $337 Shares 3,595 Est. Cost $74.56 Unrealized +15.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $336 Shares 2,069 Est. Cost $102.36 Unrealized +42.2%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $335 Shares 1,800 Est. Cost $121.76 Unrealized +46.8%
DISCOVER FINL SVCS 0.0%
Value ($000) $331 Shares 3,321 Est. Cost $117.59 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $331 Shares 784 Est. Cost $256.00 Unrealized +55.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $329 Shares 1,824 Est. Cost $132.03 Unrealized +49.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $327 Shares 3,056 Est. Cost $67.50 Unrealized +41.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $326 Shares 852 Est. Cost $448.73 Unrealized -9.1%
IWD ISHARES TR 0.0%
Value ($000) $324 Shares 2,192 Est. Cost $119.34 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $310 Shares 1,460 Est. Cost $153.15 Unrealized +36.3%
BIL SPDR SER TR 0.0%
Value ($000) $307 Shares 3,358 Est. Cost $91.47 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $300 Shares 3,598 Est. Cost $121.71 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $292 Shares 6,965 Est. Cost $49.60 Unrealized
OSBC OLD SECOND BANCORP INC ILL 0.0%
Value ($000) $287 Shares 20,210 Est. Cost $12.79 Unrealized +5.9%
CTAS CINTAS CORP 0.0%
Value ($000) $285 Shares 748 Est. Cost $82.61 Unrealized +14.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $279 Shares 541 Est. Cost $429.41 Unrealized +9.7%
FSK FS KKR CAP CORP 0.0%
Value ($000) $274 Shares 13,334 Est. Cost $11.35 Unrealized +7.8%
CSX CSX CORP 0.0%
Value ($000) $271 Shares 9,256 Est. Cost $33.29 Unrealized -7.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $269 Shares 2,779 Est. Cost $108.27 Unrealized -6.0%
SO SOUTHERN CO 0.0%
Value ($000) $264 Shares 3,705 Est. Cost $41.57 Unrealized +54.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $263 Shares 7,644 Est. Cost $24.73 Unrealized +54.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $262 Shares 3,486 Est. Cost $57.19 Unrealized +13.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $258 Shares 3,675 Est. Cost $47.48 Unrealized +46.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $258 Shares 2,727 Est. Cost $86.63 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $256 Shares 2,493 Est. Cost $104.12 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $252 Shares 2,914 Est. Cost $49.31 Unrealized +82.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $252 Shares 1,145 Est. Cost $181.56 Unrealized +17.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $251 Shares 1,550 Est. Cost $159.67 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $249 Shares 4,187 Est. Cost $66.10 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $248 Shares 3,229 Est. Cost $60.96 Unrealized +20.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $248 Shares 10,075 Est. Cost $23.62 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $248 Shares 1,839 Est. Cost $93.28 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $245 Shares 22,654 Est. Cost $11.35 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $244 Shares 1,854 Est. Cost $115.48 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $244 Shares 8,149 Est. Cost $38.93 Unrealized -4.7%
LOW LOWES COS INC 0.0%
Value ($000) $244 Shares 1,345 Est. Cost $217.12 Unrealized -17.3%
MS MORGAN STANLEY 0.0%
Value ($000) $239 Shares 3,105 Est. Cost $86.57 Unrealized -16.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $239 Shares 1,043 Est. Cost $253.07 Unrealized -10.5%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $238 Shares 1,559 Est. Cost $142.18 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $235 Shares 3,019 Est. Cost $85.34 Unrealized
V VISA INC 0.0%
Value ($000) $226 Shares 1,114 Est. Cost $203.41 Unrealized -1.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $226 Shares 3,190 Est. Cost $53.91 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $225 Shares 7,643 Est. Cost $29.79 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $225 Shares 2,347 Est. Cost $101.86 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $221 Shares 1,305 Est. Cost $161.81 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $217 Shares 824 Est. Cost $233.17 Unrealized -3.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $217 Shares 7,300 Est. Cost $16.13 Unrealized +122.4%
IUSV ISHARES TR 0.0%
Value ($000) $214 Shares 3,154 Est. Cost $68.80 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $208 Shares 439 Est. Cost $422.20 Unrealized +11.2%
BA BOEING CO 0.0%
Value ($000) $208 Shares 1,483 Est. Cost $330.65 Unrealized -55.4%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $207 Shares 16,920 Est. Cost $14.10 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $203 Shares 1,560 Est. Cost $128.25 Unrealized -18.0%
F FORD MTR CO DEL 0.0%
Value ($000) $202 Shares 17,327 Est. Cost $7.09 Unrealized +48.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $201 Shares 1,894 Est. Cost $116.40 Unrealized -1.3%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $183 Shares 12,949 Est. Cost $19.18 Unrealized -13.2%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $106 Shares 16,240 Est. Cost $8.27 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $80 Shares 17,338 Est. Cost $3.20 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $66 Shares 10,526 Est. Cost $5.68 Unrealized
AMBP ARDAGH METAL PACKAGING S A 0.0%
Value ($000) $63 Shares 10,000 Est. Cost $4.65 Unrealized 0.0%
ALAUNOS THERAPEUTICS INC 0.0%
Value ($000) $30 Shares 21,500 Est. Cost $2.53 Unrealized
GENPREX INC 0.0%
Value ($000) $21 Shares 15,000 Est. Cost $3.33 Unrealized
VISTAGEN THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.70 Unrealized