NICOLET ADVISORY SERVICES, LLC Diversified Active

CIK: 0001775863 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 10, 2022

Total Value ($000): $613,058 (100.0% shares, 0.0% debt)

Holdings (193)

SPYV SPDR SER TR 19.4%
Value ($000) $118,829 Shares 3,392,221 Est. Cost $30.92 Unrealized
SPYG SPDR SER TR 15.5%
Value ($000) $94,909 Shares 1,896,291 Est. Cost $40.32 Unrealized
BND VANGUARD BD INDEX FDS 13.3%
Value ($000) $81,574 Shares 1,155,282 Est. Cost $83.23 Unrealized
ITOT ISHARES TR 4.5%
Value ($000) $27,364 Shares 341,326 Est. Cost $72.13 Unrealized
VEA VANGUARD TAX-MANAGED FDS 4.2%
Value ($000) $25,861 Shares 704,480 Est. Cost $40.89 Unrealized
BSV VANGUARD BD INDEX FDS 2.3%
Value ($000) $13,826 Shares 185,483 Est. Cost $82.44 Unrealized
VO VANGUARD INDEX FDS 2.0%
Value ($000) $12,327 Shares 64,716 Est. Cost $159.10 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $11,413 Shares 81,277 Est. Cost $93.50 Unrealized +65.0%
JPMORGAN CHASE & CO 1.8%
Value ($000) $11,150 Shares 542,311 Est. Cost $13.93 Unrealized
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $10,060 Shares 81,285 Est. Cost $88.80 Unrealized +47.1%
WEC WEC ENERGY GROUP INC 1.4%
Value ($000) $8,888 Shares 104,197 Est. Cost $68.60 Unrealized +32.3%
AMLP ALPS ETF TR 1.3%
Value ($000) $7,864 Shares 210,835 Est. Cost $24.68 Unrealized
VUG VANGUARD INDEX FDS 1.3%
Value ($000) $7,777 Shares 36,398 Est. Cost $156.42 Unrealized
VTV VANGUARD INDEX FDS 1.0%
Value ($000) $6,353 Shares 50,693 Est. Cost $108.14 Unrealized
IEMG ISHARES INC 1.0%
Value ($000) $6,194 Shares 142,948 Est. Cost $48.56 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $6,075 Shares 34,797 Est. Cost $164.08 Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $5,913 Shares 139,824 Est. Cost $50.54 Unrealized
HYG ISHARES TR 0.9%
Value ($000) $5,669 Shares 79,577 Est. Cost $82.40 Unrealized
SPAB SPDR SER TR 0.8%
Value ($000) $5,122 Shares 207,192 Est. Cost $28.62 Unrealized
JNK SPDR SER TR 0.7%
Value ($000) $4,460 Shares 51,003 Est. Cost $106.17 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $4,453 Shares 98,955 Est. Cost $47.92 Unrealized
SPDW SPDR INDEX SHS FDS 0.7%
Value ($000) $4,346 Shares 166,822 Est. Cost $29.25 Unrealized
IGF ISHARES TR 0.7%
Value ($000) $4,307 Shares 104,012 Est. Cost $37.66 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $4,194 Shares 39,949 Est. Cost $91.64 Unrealized +15.3%
KO COCA COLA CO 0.7%
Value ($000) $4,116 Shares 75,683 Est. Cost $45.72 Unrealized +22.6%
DFAC DIMENSIONAL ETF TRUST 0.7%
Value ($000) $4,057 Shares 178,732 Est. Cost $23.92 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $4,018 Shares 17,525 Est. Cost $171.08 Unrealized +50.2%
GUNR FLEXSHARES TR 0.6%
Value ($000) $3,786 Shares 96,144 Est. Cost $32.26 Unrealized
SHM SPDR SER TR 0.6%
Value ($000) $3,444 Shares 74,643 Est. Cost $48.45 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,143 Shares 31,796 Est. Cost $53.00 Unrealized +53.5%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,992 Shares 26,321 Est. Cost $125.07 Unrealized +1.1%
SPMD SPDR SER TR 0.5%
Value ($000) $2,867 Shares 72,429 Est. Cost $33.65 Unrealized
ASB ASSOCIATED BANC CORP 0.5%
Value ($000) $2,858 Shares 135,832 Est. Cost $15.74 Unrealized +11.2%
MUB ISHARES TR 0.4%
Value ($000) $2,660 Shares 25,753 Est. Cost $106.95 Unrealized
SPTM SPDR SER TR 0.4%
Value ($000) $2,635 Shares 59,232 Est. Cost $35.40 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $2,460 Shares 6,802 Est. Cost $295.10 Unrealized
SPSB SPDR SER TR 0.4%
Value ($000) $2,373 Shares 81,443 Est. Cost $30.58 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $2,297 Shares 16,844 Est. Cost $110.93 Unrealized
SCZ ISHARES TR 0.3%
Value ($000) $2,052 Shares 42,032 Est. Cost $52.62 Unrealized
TFI SPDR SER TR 0.3%
Value ($000) $1,633 Shares 36,886 Est. Cost $49.38 Unrealized
GII SPDR INDEX SHS FDS 0.3%
Value ($000) $1,613 Shares 33,959 Est. Cost $52.79 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,580 Shares 9,761 Est. Cost $106.51 Unrealized +45.0%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $1,579 Shares 9,085 Est. Cost $127.02 Unrealized
REET ISHARES TR 0.2%
Value ($000) $1,420 Shares 69,152 Est. Cost $20.91 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,337 Shares 8,336 Est. Cost $125.06 Unrealized +22.3%
WMT WALMART INC 0.2%
Value ($000) $1,330 Shares 10,286 Est. Cost $35.84 Unrealized +17.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,308 Shares 4,899 Est. Cost $213.66 Unrealized +33.2%
HUM HUMANA INC 0.2%
Value ($000) $1,230 Shares 2,474 Est. Cost $394.97 Unrealized +18.8%
GOOG ALPHABET INC 0.2%
Value ($000) $1,228 Shares 12,440 Est. Cost $108.81 Unrealized +1.9%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,228 Shares 12,552 Est. Cost $109.92 Unrealized +0.1%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $1,151 Shares 6,678 Est. Cost $145.62 Unrealized
BFC BANK FIRST CORP 0.2%
Value ($000) $1,130 Shares 14,709 Est. Cost $60.23 Unrealized +19.2%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $1,126 Shares 14,875 Est. Cost $110.57 Unrealized -22.9%
SJNK SPDR SER TR 0.2%
Value ($000) $1,081 Shares 45,637 Est. Cost $27.25 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,045 Shares 25,022 Est. Cost $29.93 Unrealized +35.0%
TSLA TESLA INC 0.2%
Value ($000) $1,036 Shares 4,648 Est. Cost $221.64 Unrealized +26.0%
ABT ABBOTT LABS 0.2%
Value ($000) $977 Shares 9,666 Est. Cost $85.27 Unrealized +17.3%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $949 Shares 8,614 Est. Cost $98.83 Unrealized +15.7%
MRK MERCK & CO INC 0.1%
Value ($000) $907 Shares 10,027 Est. Cost $62.83 Unrealized +28.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $892 Shares 9,235 Est. Cost $91.94 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $890 Shares 9,353 Est. Cost $118.20 Unrealized -11.5%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $857 Shares 23,402 Est. Cost $41.86 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $846 Shares 5,383 Est. Cost $101.89 Unrealized +30.4%
AOA ISHARES TR 0.1%
Value ($000) $838 Shares 15,078 Est. Cost $54.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $825 Shares 1,615 Est. Cost $280.37 Unrealized +97.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $811 Shares 4,482 Est. Cost $164.43 Unrealized
FLTB FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $801 Shares 16,883 Est. Cost $52.86 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $782 Shares 6,645 Est. Cost $100.20 Unrealized +15.4%
T AT&T INC 0.1%
Value ($000) $760 Shares 51,027 Est. Cost $15.21 Unrealized -0.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $755 Shares 3,212 Est. Cost $187.02 Unrealized +26.3%
AOR ISHARES TR 0.1%
Value ($000) $753 Shares 16,844 Est. Cost $45.26 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $724 Shares 5,234 Est. Cost $72.59 Unrealized +75.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $723 Shares 8,591 Est. Cost $86.76 Unrealized -3.4%
IWF ISHARES TR 0.1%
Value ($000) $721 Shares 3,420 Est. Cost $155.32 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $713 Shares 2,525 Est. Cost $203.77 Unrealized +32.8%
OSK OSHKOSH CORP 0.1%
Value ($000) $703 Shares 9,420 Est. Cost $67.82 Unrealized +12.7%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $703 Shares 1,952 Est. Cost $356.51 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $695 Shares 9,058 Est. Cost $67.59 Unrealized +14.1%
AOM ISHARES TR 0.1%
Value ($000) $692 Shares 18,975 Est. Cost $39.60 Unrealized
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $675 Shares 12,984 Est. Cost $46.20 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $650 Shares 3,308 Est. Cost $182.55 Unrealized
DE DEERE & CO 0.1%
Value ($000) $649 Shares 1,803 Est. Cost $220.08 Unrealized +48.4%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $643 Shares 20,962 Est. Cost $25.36 Unrealized +20.6%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $622 Shares 1,881 Est. Cost $407.33 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $620 Shares 19,912 Est. Cost $35.76 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $593 Shares 16,666 Est. Cost $17.13 Unrealized +119.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $559 Shares 14,005 Est. Cost $40.25 Unrealized -0.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $538 Shares 6,410 Est. Cost $61.48 Unrealized +31.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $538 Shares 1,842 Est. Cost $326.42 Unrealized -0.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $538 Shares 9,676 Est. Cost $50.78 Unrealized +11.5%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $535 Shares 6,262 Est. Cost $57.69 Unrealized +45.0%
TDTF FLEXSHARES TR 0.1%
Value ($000) $533 Shares 22,752 Est. Cost $26.54 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $531 Shares 13,343 Est. Cost $37.67 Unrealized +4.1%
ORCL ORACLE CORP 0.1%
Value ($000) $521 Shares 8,319 Est. Cost $46.82 Unrealized +49.9%
PLXS PLEXUS CORP 0.1%
Value ($000) $501 Shares 5,577 Est. Cost $57.74 Unrealized +54.5%
META META PLATFORMS INC 0.1%
Value ($000) $498 Shares 3,723 Est. Cost $215.48 Unrealized -25.3%
AMGN AMGEN INC 0.1%
Value ($000) $496 Shares 2,137 Est. Cost $160.72 Unrealized +35.6%
TIP ISHARES TR 0.1%
Value ($000) $492 Shares 4,692 Est. Cost $113.60 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $487 Shares 18,580 Est. Cost $30.25 Unrealized
NKE NIKE INC 0.1%
Value ($000) $484 Shares 5,584 Est. Cost $101.43 Unrealized +0.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $482 Shares 11,086 Est. Cost $29.52 Unrealized +12.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $480 Shares 1,028 Est. Cost $466.30 Unrealized +6.8%
SPYM SPDR SER TR 0.1%
Value ($000) $478 Shares 11,297 Est. Cost $36.50 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $459 Shares 5,277 Est. Cost $85.41 Unrealized -8.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $458 Shares 5,194 Est. Cost $78.59 Unrealized +11.5%
AOK ISHARES TR 0.1%
Value ($000) $448 Shares 13,811 Est. Cost $36.15 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $446 Shares 10,759 Est. Cost $38.72 Unrealized +1.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $445 Shares 1,374 Est. Cost $134.22 Unrealized +129.5%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $441 Shares 3,782 Est. Cost $19.76 Unrealized -20.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $438 Shares 2,743 Est. Cost $156.02 Unrealized +2.9%
INTC INTEL CORP 0.1%
Value ($000) $434 Shares 17,240 Est. Cost $44.04 Unrealized -26.6%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $432 Shares 22,611 Est. Cost $21.24 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $428 Shares 3,260 Est. Cost $106.90 Unrealized +7.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $427 Shares 10,147 Est. Cost $26.88 Unrealized +24.3%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $406 Shares 2,358 Est. Cost $172.18 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.1%
Value ($000) $398 Shares 36,743 Est. Cost $10.83 Unrealized
INVESCO QQQ TR 0.1%
Value ($000) $396 Shares 1,487 Est. Cost $295.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $380 Shares 10,379 Est. Cost $39.28 Unrealized -9.0%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $377 Shares 7,553 Est. Cost $38.51 Unrealized +39.9%
SPYD SPDR SER TR 0.1%
Value ($000) $376 Shares 10,519 Est. Cost $39.67 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $371 Shares 12,724 Est. Cost $38.13 Unrealized -11.7%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $364 Shares 8,156 Est. Cost $50.15 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $363 Shares 2,492 Est. Cost $191.40 Unrealized -12.5%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $348 Shares 1,834 Est. Cost $219.21 Unrealized +4.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $341 Shares 2,915 Est. Cost $49.31 Unrealized +78.8%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $334 Shares 1,800 Est. Cost $121.76 Unrealized +54.2%
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $334 Shares 8,925 Est. Cost $50.02 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $333 Shares 1,477 Est. Cost $188.15 Unrealized +12.1%
STIP ISHARES TR 0.1%
Value ($000) $330 Shares 3,411 Est. Cost $99.79 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $321 Shares 2,325 Est. Cost $120.41 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $320 Shares 1,791 Est. Cost $132.03 Unrealized +30.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $316 Shares 3,502 Est. Cost $105.69 Unrealized -9.4%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $312 Shares 2,069 Est. Cost $102.36 Unrealized +38.7%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $311 Shares 1,464 Est. Cost $244.38 Unrealized -8.8%
DBEF DBX ETF TR 0.1%
Value ($000) $308 Shares 9,000 Est. Cost $31.76 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $304 Shares 4,440 Est. Cost $58.28 Unrealized +6.9%
EOG EOG RES INC 0.0%
Value ($000) $301 Shares 2,436 Est. Cost $97.66 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $299 Shares 3,253 Est. Cost $117.59 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $297 Shares 748 Est. Cost $82.61 Unrealized +19.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $293 Shares 714 Est. Cost $256.00 Unrealized +48.7%
IJH ISHARES TR 0.0%
Value ($000) $289 Shares 1,281 Est. Cost $225.60 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $285 Shares 3,197 Est. Cost $68.67 Unrealized +36.9%
IWP ISHARES TR 0.0%
Value ($000) $281 Shares 3,529 Est. Cost $121.71 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $280 Shares 562 Est. Cost $431.86 Unrealized +14.6%
IDXX IDEXX LABS INC 0.0%
Value ($000) $277 Shares 852 Est. Cost $448.73 Unrealized -18.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $276 Shares 1,608 Est. Cost $162.15 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $274 Shares 2,766 Est. Cost $56.37 Unrealized +97.8%
OSBC OLD SECOND BANCORP INC ILL 0.0%
Value ($000) $272 Shares 20,210 Est. Cost $12.79 Unrealized +4.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $272 Shares 2,544 Est. Cost $113.87 Unrealized -6.5%
UNP UNION PAC CORP 0.0%
Value ($000) $271 Shares 1,396 Est. Cost $153.15 Unrealized +33.4%
GWW GRAINGER W W INC 0.0%
Value ($000) $261 Shares 518 Est. Cost $435.60 Unrealized +17.1%
LOW LOWES COS INC 0.0%
Value ($000) $259 Shares 1,331 Est. Cost $217.12 Unrealized -16.0%
MS MORGAN STANLEY 0.0%
Value ($000) $250 Shares 3,192 Est. Cost $86.26 Unrealized -12.8%
BIL SPDR SER TR 0.0%
Value ($000) $250 Shares 2,733 Est. Cost $91.47 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $250 Shares 2,026 Est. Cost $116.15 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $248 Shares 10,075 Est. Cost $23.62 Unrealized
CSX CSX CORP 0.0%
Value ($000) $246 Shares 9,256 Est. Cost $33.29 Unrealized -11.1%
KRE SPDR SER TR 0.0%
Value ($000) $246 Shares 4,087 Est. Cost $66.10 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $244 Shares 16,920 Est. Cost $14.10 Unrealized -11.1%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $241 Shares 7,068 Est. Cost $49.38 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $240 Shares 3,748 Est. Cost $41.86 Unrealized +59.9%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $240 Shares 8,149 Est. Cost $38.93 Unrealized -20.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $239 Shares 3,682 Est. Cost $47.48 Unrealized +45.9%
FSK FS KKR CAP CORP 0.0%
Value ($000) $239 Shares 13,334 Est. Cost $11.35 Unrealized +9.8%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $231 Shares 1,561 Est. Cost $142.18 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $230 Shares 2,729 Est. Cost $86.63 Unrealized +0.6%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $229 Shares 7,301 Est. Cost $16.13 Unrealized +101.5%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $224 Shares 22,326 Est. Cost $11.35 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $223 Shares 3,063 Est. Cost $85.16 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $220 Shares 7,643 Est. Cost $29.79 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $220 Shares 1,012 Est. Cost $240.54 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value ($000) $217 Shares 2,354 Est. Cost $101.86 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $212 Shares 7,717 Est. Cost $27.47 Unrealized
BP BP PLC 0.0%
Value ($000) $211 Shares 6,944 Est. Cost $30.39 Unrealized
BA BOEING CO 0.0%
Value ($000) $210 Shares 1,589 Est. Cost $318.83 Unrealized -51.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $210 Shares 802 Est. Cost $233.17 Unrealized +3.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $208 Shares 7,124 Est. Cost $27.89 Unrealized 0.0%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $207 Shares 1,642 Est. Cost $93.28 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $206 Shares 3,545 Est. Cost $54.56 Unrealized 0.0%
MGEE MGE ENERGY INC 0.0%
Value ($000) $205 Shares 3,229 Est. Cost $60.96 Unrealized +19.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $203 Shares 2,536 Est. Cost $53.91 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $202 Shares 1,280 Est. Cost $161.81 Unrealized -5.9%
IUSV ISHARES TR 0.0%
Value ($000) $201 Shares 3,154 Est. Cost $68.80 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $193 Shares 16,976 Est. Cost $7.09 Unrealized +53.3%
MTW MANITOWOC CO INC 0.0%
Value ($000) $172 Shares 21,222 Est. Cost $10.12 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $156 Shares 12,949 Est. Cost $19.18 Unrealized -27.3%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $110 Shares 16,240 Est. Cost $8.27 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $75 Shares 17,342 Est. Cost $3.20 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $63 Shares 10,559 Est. Cost $5.68 Unrealized
AMBP ARDAGH METAL PACKAGING S A 0.0%
Value ($000) $49 Shares 10,000 Est. Cost $4.65 Unrealized -7.4%
ALAUNOS THERAPEUTICS INC 0.0%
Value ($000) $31 Shares 21,500 Est. Cost $2.53 Unrealized
GENPREX INC 0.0%
Value ($000) $19 Shares 15,000 Est. Cost $3.33 Unrealized
VISTAGEN THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.70 Unrealized