Platform Technology Partners Diversified Active

CIK: 0001830817 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Nov 30, 2020

Total Value ($000): $142,471 (100.0% shares, 0.0% debt)

Holdings (199)

SPY SPDR S&P 500 ETF TR 6.5%
Value ($000) $9,313 Shares 30,201 Est. Cost $320.79 Unrealized
AAPL APPLE INC 6.3%
Value ($000) $8,929 Shares 24,475 Est. Cost $64.38 Unrealized +16.6%
MSFT MICROSOFT CORP 5.5%
Value ($000) $7,828 Shares 38,466 Est. Cost $144.52 Unrealized +19.7%
AMZN AMAZON COM INC 2.9%
Value ($000) $4,105 Shares 1,488 Est. Cost $91.59 Unrealized +31.9%
META FACEBOOK INC 2.2%
Value ($000) $3,112 Shares 13,704 Est. Cost $192.35 Unrealized +7.8%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $2,954 Shares 31,407 Est. Cost $106.95 Unrealized -23.6%
GOOG ALPHABET INC 2.0%
Value ($000) $2,884 Shares 2,040 Est. Cost $64.99 Unrealized +3.1%
PFE PFIZER INC 1.7%
Value ($000) $2,449 Shares 74,889 Est. Cost $26.46 Unrealized -1.8%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $2,333 Shares 16,589 Est. Cost $115.19 Unrealized +7.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $2,328 Shares 13,040 Est. Cost $215.01 Unrealized -15.1%
IVV ISHARES TR 1.6%
Value ($000) $2,258 Shares 7,291 Est. Cost $309.70 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $2,014 Shares 36,539 Est. Cost $42.13 Unrealized -3.3%
T AT&T INC 1.3%
Value ($000) $1,833 Shares 60,622 Est. Cost $17.95 Unrealized -13.7%
BMY BRISTOL-MYERS SQUIBB CO 1.3%
Value ($000) $1,822 Shares 30,982 Est. Cost $45.78 Unrealized +4.7%
PEP PEPSICO INC 1.3%
Value ($000) $1,791 Shares 13,542 Est. Cost $112.77 Unrealized -1.8%
BR BROADRIDGE FINL SOLUTIONS IN 1.2%
Value ($000) $1,735 Shares 13,751 Est. Cost $106.68 Unrealized -1.3%
VYM VANGUARD WHITEHALL FDS 1.2%
Value ($000) $1,657 Shares 21,034 Est. Cost $74.46 Unrealized
UNP UNION PAC CORP 1.1%
Value ($000) $1,610 Shares 9,521 Est. Cost $148.64 Unrealized -4.8%
EPD ENTERPRISE PRODS PARTNERS L 1.0%
Value ($000) $1,427 Shares 78,521 Est. Cost $28.16 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $1,392 Shares 7,546 Est. Cost $171.71 Unrealized -6.2%
ABT ABBOTT LABS 0.9%
Value ($000) $1,254 Shares 13,711 Est. Cost $75.30 Unrealized +8.8%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $1,215 Shares 4,108 Est. Cost $273.46 Unrealized -0.0%
AMGN AMGEN INC 0.8%
Value ($000) $1,208 Shares 5,121 Est. Cost $182.57 Unrealized +5.0%
BAC BK OF AMERICA CORP 0.8%
Value ($000) $1,208 Shares 50,853 Est. Cost $26.76 Unrealized -23.1%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $1,196 Shares 10,003 Est. Cost $104.81 Unrealized -3.1%
MRK MERCK & CO. INC 0.8%
Value ($000) $1,149 Shares 14,853 Est. Cost $66.78 Unrealized -5.9%
SO SOUTHERN CO 0.8%
Value ($000) $1,147 Shares 22,117 Est. Cost $49.34 Unrealized -9.3%
ABBV ABBVIE INC 0.8%
Value ($000) $1,129 Shares 11,497 Est. Cost $66.23 Unrealized +6.4%
V VISA INC 0.8%
Value ($000) $1,121 Shares 5,805 Est. Cost $176.09 Unrealized -0.3%
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,104 Shares 7,637 Est. Cost $142.86 Unrealized -17.5%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,076 Shares 12,061 Est. Cost $82.66 Unrealized -15.5%
HD HOME DEPOT INC 0.7%
Value ($000) $1,037 Shares 4,138 Est. Cost $193.46 Unrealized +3.2%
NKE NIKE INC 0.7%
Value ($000) $1,007 Shares 10,274 Est. Cost $86.49 Unrealized -1.2%
DIS DISNEY WALT CO 0.7%
Value ($000) $1,005 Shares 9,009 Est. Cost $131.10 Unrealized -17.7%
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $998 Shares 19,282 Est. Cost $51.76 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $895 Shares 3,158 Est. Cost $249.84 Unrealized
LORAL SPACE & COMMUNICATNS I 0.6%
Value ($000) $892 Shares 45,711 Est. Cost $27.47 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $885 Shares 3,685 Est. Cost $52.21 Unrealized -0.4%
ED CONSOLIDATED EDISON INC 0.6%
Value ($000) $875 Shares 12,166 Est. Cost $69.49 Unrealized -9.9%
DES WISDOMTREE TR 0.6%
Value ($000) $864 Shares 40,781 Est. Cost $19.49 Unrealized
SPGI S&P GLOBAL INC 0.6%
Value ($000) $849 Shares 2,575 Est. Cost $249.89 Unrealized +14.9%
DLN WISDOMTREE TR 0.6%
Value ($000) $840 Shares 9,041 Est. Cost $81.31 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $827 Shares 8,305 Est. Cost $89.22 Unrealized
WMT WALMART INC 0.6%
Value ($000) $827 Shares 6,904 Est. Cost $36.29 Unrealized +4.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $821 Shares 13,331 Est. Cost $54.61 Unrealized 0.0%
SBUX STARBUCKS CORP 0.6%
Value ($000) $803 Shares 10,917 Est. Cost $73.73 Unrealized -10.0%
MDT MEDTRONIC PLC 0.6%
Value ($000) $792 Shares 8,633 Est. Cost $91.94 Unrealized -11.0%
CLX CLOROX CO DEL 0.5%
Value ($000) $780 Shares 3,556 Est. Cost $127.81 Unrealized +32.0%
D DOMINION ENERGY INC 0.5%
Value ($000) $742 Shares 9,136 Est. Cost $62.69 Unrealized -0.1%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $735 Shares 2,493 Est. Cost $240.55 Unrealized +8.5%
WMB WILLIAMS COS INC 0.5%
Value ($000) $703 Shares 36,949 Est. Cost $16.27 Unrealized -15.2%
BA BOEING CO 0.5%
Value ($000) $693 Shares 3,782 Est. Cost $315.36 Unrealized -51.3%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $678 Shares 3,432 Est. Cost $186.40 Unrealized -11.9%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $671 Shares 8,402 Est. Cost $70.86 Unrealized -4.6%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $668 Shares 3,113 Est. Cost $178.02 Unrealized -1.9%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $662 Shares 4,448 Est. Cost $142.66 Unrealized -11.0%
IQV IQVIA HLDGS INC 0.5%
Value ($000) $659 Shares 4,645 Est. Cost $145.01 Unrealized -6.6%
ET ENERGY TRANSFER LP 0.5%
Value ($000) $653 Shares 91,766 Est. Cost $12.74 Unrealized
CB CHUBB LIMITED 0.5%
Value ($000) $645 Shares 5,094 Est. Cost $135.66 Unrealized -21.7%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $642 Shares 8,769 Est. Cost $59.79 Unrealized +4.3%
FMHI FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $640 Shares 12,600 Est. Cost $50.79 Unrealized
MGK VANGUARD WORLD FD 0.4%
Value ($000) $639 Shares 3,911 Est. Cost $131.10 Unrealized
NATIXIS ETF TR 0.4%
Value ($000) $630 Shares 24,350 Est. Cost $25.87 Unrealized
VIACOMCBS INC 0.4%
Value ($000) $619 Shares 26,527 Est. Cost $23.33 Unrealized
NOBL PROSHARES TR 0.4%
Value ($000) $618 Shares 9,171 Est. Cost $69.46 Unrealized
MMM 3M CO 0.4%
Value ($000) $613 Shares 3,928 Est. Cost $108.89 Unrealized -5.9%
SRPT SAREPTA THERAPEUTICS INC 0.4%
Value ($000) $611 Shares 3,810 Est. Cost $100.93 Unrealized +34.8%
DVY ISHARES TR 0.4%
Value ($000) $606 Shares 7,503 Est. Cost $96.22 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $598 Shares 3,640 Est. Cost $128.17 Unrealized +12.3%
GOOGL ALPHABET INC 0.4%
Value ($000) $596 Shares 420 Est. Cost $64.47 Unrealized +3.8%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $583 Shares 4,127 Est. Cost $109.94 Unrealized +2.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $577 Shares 12,907 Est. Cost $44.24 Unrealized -21.3%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $577 Shares 3,314 Est. Cost $137.88 Unrealized 0.0%
ZTS ZOETIS INC 0.4%
Value ($000) $574 Shares 4,189 Est. Cost $118.98 Unrealized +4.6%
ETF SER SOLUTIONS 0.4%
Value ($000) $565 Shares 20,750 Est. Cost $24.86 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $563 Shares 1,857 Est. Cost $273.71 Unrealized +2.0%
TGT TARGET CORP 0.4%
Value ($000) $547 Shares 4,564 Est. Cost $98.57 Unrealized -0.4%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $516 Shares 1,358 Est. Cost $6.28 Unrealized +28.3%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $509 Shares 4,218 Est. Cost $99.41 Unrealized -8.1%
TJX TJX COS INC NEW 0.3%
Value ($000) $498 Shares 9,841 Est. Cost $54.38 Unrealized -14.2%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $496 Shares 6,233 Est. Cost $74.56 Unrealized -10.6%
DON WISDOMTREE TR 0.3%
Value ($000) $489 Shares 17,251 Est. Cost $26.09 Unrealized
KANSAS CITY SOUTHERN 0.3%
Value ($000) $488 Shares 3,267 Est. Cost $153.29 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $480 Shares 3,447 Est. Cost $126.58 Unrealized -20.1%
NFLX NETFLIX INC 0.3%
Value ($000) $477 Shares 1,048 Est. Cost $36.51 Unrealized +16.6%
YUM YUM BRANDS INC 0.3%
Value ($000) $477 Shares 5,484 Est. Cost $91.74 Unrealized -16.2%
CRM SALESFORCE COM INC 0.3%
Value ($000) $470 Shares 2,510 Est. Cost $160.02 Unrealized +4.0%
EXC EXELON CORP 0.3%
Value ($000) $467 Shares 12,871 Est. Cost $25.07 Unrealized -13.4%
IYR ISHARES TR 0.3%
Value ($000) $464 Shares 5,887 Est. Cost $69.57 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $462 Shares 4,850 Est. Cost $109.77 Unrealized -22.0%
KKR KKR & CO INC 0.3%
Value ($000) $442 Shares 14,305 Est. Cost $26.76 Unrealized -4.9%
BKH BLACK HILLS CORP 0.3%
Value ($000) $437 Shares 7,720 Est. Cost $60.02 Unrealized -20.2%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $425 Shares 28,041 Est. Cost $13.90 Unrealized -21.9%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $424 Shares 5,403 Est. Cost $73.49 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $423 Shares 2,700 Est. Cost $156.67 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $412 Shares 1,420 Est. Cost $206.20 Unrealized +31.5%
DOUBLELINE INCOME SOLUTIONS 0.3%
Value ($000) $406 Shares 26,425 Est. Cost $19.77 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $403 Shares 1,867 Est. Cost $203.55 Unrealized
BX BLACKSTONE GROUP INC 0.3%
Value ($000) $400 Shares 7,067 Est. Cost $42.09 Unrealized +3.3%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $396 Shares 4,138 Est. Cost $24.08 Unrealized -12.1%
CDW CDW CORP 0.3%
Value ($000) $395 Shares 3,397 Est. Cost $112.64 Unrealized -10.2%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $392 Shares 2,302 Est. Cost $142.41 Unrealized +7.0%
CSX CSX CORP 0.3%
Value ($000) $386 Shares 5,541 Est. Cost $21.73 Unrealized -5.6%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $383 Shares 5,853 Est. Cost $57.85 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $379 Shares 8,132 Est. Cost $38.35 Unrealized -3.5%
TSLA TESLA INC 0.3%
Value ($000) $377 Shares 349 Est. Cost $54.10 Unrealized 0.0%
STERICYCLE INC 0.3%
Value ($000) $375 Shares 6,701 Est. Cost $63.87 Unrealized
BLACKROCK MUNIHLDGS NY QLTY 0.3%
Value ($000) $371 Shares 27,908 Est. Cost $13.25 Unrealized
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $370 Shares 10,964 Est. Cost $40.31 Unrealized -17.7%
ORCL ORACLE CORP 0.3%
Value ($000) $366 Shares 6,614 Est. Cost $50.37 Unrealized -2.7%
ALLE ALLEGION PLC 0.3%
Value ($000) $361 Shares 3,536 Est. Cost $106.23 Unrealized -13.8%
TWITTER INC 0.3%
Value ($000) $359 Shares 12,059 Est. Cost $31.14 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $346 Shares 8,017 Est. Cost $62.84 Unrealized
SRE SEMPRA ENERGY 0.2%
Value ($000) $341 Shares 2,906 Est. Cost $59.06 Unrealized -13.5%
FE FIRSTENERGY CORP 0.2%
Value ($000) $337 Shares 8,683 Est. Cost $35.72 Unrealized -8.7%
REAVES UTIL INCOME FD 0.2%
Value ($000) $332 Shares 11,005 Est. Cost $28.71 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $331 Shares 12,940 Est. Cost $41.05 Unrealized -41.6%
INTC INTEL CORP 0.2%
Value ($000) $330 Shares 5,510 Est. Cost $49.82 Unrealized +6.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $328 Shares 6,412 Est. Cost $45.89 Unrealized -2.9%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $327 Shares 8,226 Est. Cost $25.48 Unrealized +16.3%
APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $325 Shares 6,512 Est. Cost $46.64 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $325 Shares 1,214 Est. Cost $277.46 Unrealized +8.3%
COP CONOCOPHILLIPS 0.2%
Value ($000) $323 Shares 7,679 Est. Cost $45.67 Unrealized -27.9%
NUVEEN MUN VALUE FD INC 0.2%
Value ($000) $321 Shares 31,509 Est. Cost $10.22 Unrealized
BP BP PLC 0.2%
Value ($000) $318 Shares 13,637 Est. Cost $31.18 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $311 Shares 6,304 Est. Cost $49.33 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $308 Shares 4,924 Est. Cost $86.32 Unrealized -34.4%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $307 Shares 7,882 Est. Cost $36.05 Unrealized -9.1%
BLACKROCK INC 0.2%
Value ($000) $304 Shares 559 Est. Cost $503.86 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $300 Shares 2,448 Est. Cost $108.10 Unrealized +0.3%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $300 Shares 5,800 Est. Cost $51.72 Unrealized
BROOKFIELD ASSET MGMT INC 0.2%
Value ($000) $299 Shares 9,087 Est. Cost $54.76 Unrealized
APTIV PLC 0.2%
Value ($000) $297 Shares 3,812 Est. Cost $77.91 Unrealized
CLEARBRIDGE ENERGY MIDSTRM O 0.2%
Value ($000) $291 Shares 123,162 Est. Cost $8.41 Unrealized
EXAS EXACT SCIENCES CORP 0.2%
Value ($000) $286 Shares 3,293 Est. Cost $79.90 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $284 Shares 3,690 Est. Cost $61.47 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $283 Shares 1,392 Est. Cost $243.70 Unrealized -11.8%
VOYA PRIME RATE TR 0.2%
Value ($000) $272 Shares 66,895 Est. Cost $5.01 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $260 Shares 6,612 Est. Cost $27.41 Unrealized -8.9%
UNILEVER PLC 0.2%
Value ($000) $256 Shares 4,662 Est. Cost $57.11 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $255 Shares 586 Est. Cost $370.53 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $252 Shares 3,592 Est. Cost $60.74 Unrealized -9.8%
PHASEBIO PHARMACEUTICALS INC 0.2%
Value ($000) $248 Shares 53,974 Est. Cost $3.77 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $247 Shares 5,929 Est. Cost $41.66 Unrealized
CG CARLYLE GROUP INC 0.2%
Value ($000) $246 Shares 8,820 Est. Cost $23.69 Unrealized -10.0%
GABELLI DIVID & INCOME TR 0.2%
Value ($000) $245 Shares 13,930 Est. Cost $14.79 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TR 0.2%
Value ($000) $241 Shares 17,857 Est. Cost $14.02 Unrealized
ETR ENTERGY CORP NEW 0.2%
Value ($000) $239 Shares 2,549 Est. Cost $47.77 Unrealized -17.3%
KAYNE ANDERSN MLP MIDS INVT 0.2%
Value ($000) $238 Shares 45,072 Est. Cost $13.93 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $236 Shares 1,863 Est. Cost $120.54 Unrealized -11.9%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $230 Shares 3,789 Est. Cost $58.39 Unrealized
YUMC YUM CHINA HLDGS INC 0.2%
Value ($000) $228 Shares 4,734 Est. Cost $44.45 Unrealized +6.1%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $225 Shares 2,218 Est. Cost $101.44 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $217 Shares 4,323 Est. Cost $50.20 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $216 Shares 1,293 Est. Cost $167.05 Unrealized
PAGP PLAINS GP HLDGS L P 0.2%
Value ($000) $215 Shares 24,103 Est. Cost $16.60 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $213 Shares 3,491 Est. Cost $44.25 Unrealized 0.0%
DLS WISDOMTREE TR 0.1%
Value ($000) $213 Shares 3,824 Est. Cost $55.70 Unrealized
MET METLIFE INC 0.1%
Value ($000) $209 Shares 5,713 Est. Cost $28.97 Unrealized 0.0%
RACE FERRARI N V 0.1%
Value ($000) $207 Shares 1,212 Est. Cost $161.16 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $203 Shares 6,664 Est. Cost $24.85 Unrealized -15.1%
DIM WISDOMTREE TR 0.1%
Value ($000) $202 Shares 3,765 Est. Cost $53.65 Unrealized
SNAP SNAP INC 0.1%
Value ($000) $201 Shares 8,550 Est. Cost $17.78 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $200 Shares 549 Est. Cost $323.73 Unrealized 0.0%
STERLING BANCORP DEL 0.1%
Value ($000) $180 Shares 15,387 Est. Cost $21.11 Unrealized
UNITI GROUP INC 0.1%
Value ($000) $174 Shares 18,660 Est. Cost $9.32 Unrealized
NEUROTROPE INC 0.1%
Value ($000) $174 Shares 150,000 Est. Cost $0.83 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $172 Shares 25,242 Est. Cost $10.36 Unrealized
CORBUS PHARMACEUTICALS HLDGS 0.1%
Value ($000) $168 Shares 20,000 Est. Cost $5.25 Unrealized
NUVEEN INTER DURATION MN TMF 0.1%
Value ($000) $155 Shares 11,745 Est. Cost $13.88 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $155 Shares 11,144 Est. Cost $14.36 Unrealized
BLACKROCK MUNIYILD QULT FD I 0.1%
Value ($000) $154 Shares 10,224 Est. Cost $15.06 Unrealized
BLACKROCK MUN INCOME QUALITY 0.1%
Value ($000) $151 Shares 11,022 Est. Cost $14.06 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $145 Shares 11,900 Est. Cost $12.18 Unrealized
BLACKROCK MUNIHOLDINGS QUALI 0.1%
Value ($000) $141 Shares 11,416 Est. Cost $12.65 Unrealized
ACRE ARES COML REAL ESTATE CORP 0.1%
Value ($000) $133 Shares 14,627 Est. Cost $6.97 Unrealized
KOS KOSMOS ENERGY LTD 0.1%
Value ($000) $132 Shares 79,500 Est. Cost $1.61 Unrealized 0.0%
KAYNE ANDERSON MDSTM ENERGY 0.1%
Value ($000) $122 Shares 26,992 Est. Cost $10.52 Unrealized
BROOKFIELD PROPERTY PARTRS L 0.1%
Value ($000) $120 Shares 12,100 Est. Cost $8.10 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.1%
Value ($000) $114 Shares 11,842 Est. Cost $15.95 Unrealized
MATINAS BIOPHARMA HLDGS INC 0.1%
Value ($000) $112 Shares 145,000 Est. Cost $1.81 Unrealized
VBI VACCINES INC 0.1%
Value ($000) $93 Shares 30,100 Est. Cost $1.75 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOG 0.1%
Value ($000) $91 Shares 10,257 Est. Cost $5.52 Unrealized 0.0%
INVESTORS BANCORP INC NEW 0.1%
Value ($000) $88 Shares 10,315 Est. Cost $7.95 Unrealized
OPK OPKO HEALTH INC 0.1%
Value ($000) $72 Shares 21,100 Est. Cost $1.57 Unrealized +42.9%
GABELLI EQUITY TR INC 0.1%
Value ($000) $72 Shares 14,350 Est. Cost $5.02 Unrealized
CLEARBRIDGE MLP AND MIDSTRM 0.0%
Value ($000) $66 Shares 20,562 Est. Cost $11.27 Unrealized
NUVEEN SR INCOME FD 0.0%
Value ($000) $64 Shares 13,641 Est. Cost $4.40 Unrealized
SERES THERAPEUTICS INC 0.0%
Value ($000) $63 Shares 13,250 Est. Cost $4.75 Unrealized
AMRX AMNEAL PHARMACEUTICALS INC 0.0%
Value ($000) $63 Shares 13,250 Est. Cost $4.12 Unrealized 0.0%
ABEONA THERAPEUTICS INC 0.0%
Value ($000) $60 Shares 20,500 Est. Cost $2.77 Unrealized
THERAPEUTICSMD INC 0.0%
Value ($000) $56 Shares 45,000 Est. Cost $1.93 Unrealized
CYPRESS ENVIRONMENTL PARTNR 0.0%
Value ($000) $50 Shares 12,003 Est. Cost $9.21 Unrealized
ENLINK MIDSTREAM LLC 0.0%
Value ($000) $47 Shares 19,266 Est. Cost $6.13 Unrealized
EXICURE INC 0.0%
Value ($000) $44 Shares 18,000 Est. Cost $1.50 Unrealized
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $44 Shares 12,296 Est. Cost $3.03 Unrealized
ALTUS MIDSTREAM CO 0.0%
Value ($000) $26 Shares 41,500 Est. Cost $1.49 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $25 Shares 16,720 Est. Cost $3.27 Unrealized
CENTENNIAL RESOURCE DEV INC 0.0%
Value ($000) $17 Shares 19,000 Est. Cost $0.89 Unrealized