Octavia Wealth Advisors, LLC Diversified Active

CIK: 0001841259 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $391,280 (100.0% shares, 0.0% debt)

Holdings (182)

AAPL APPLE INC 6.9%
Value ($000) $26,833 Shares 189,612 Est. Cost $117.11 Unrealized +22.9%
QQQ INVESCO QQQ TR 5.3%
Value ($000) $20,664 Shares 57,725 Est. Cost $357.97 Unrealized
AGOX STARBOARD INVT TR 5.1%
Value ($000) $19,828 Shares 771,351 Est. Cost $25.83 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 4.0%
Value ($000) $15,620 Shares 397,877 Est. Cost $35.51 Unrealized
AMZN AMAZON COM INC 3.8%
Value ($000) $14,811 Shares 4,509 Est. Cost $159.66 Unrealized +8.0%
GOOGL ALPHABET INC 3.7%
Value ($000) $14,345 Shares 5,367 Est. Cost $84.35 Unrealized +60.1%
VYM VANGUARD WHITEHALL FDS 3.5%
Value ($000) $13,563 Shares 131,086 Est. Cost $100.36 Unrealized
CWB SPDR SER TR 3.4%
Value ($000) $13,318 Shares 155,858 Est. Cost $83.27 Unrealized
SPYG SPDR SER TR 3.3%
Value ($000) $12,962 Shares 202,499 Est. Cost $55.92 Unrealized
VUG VANGUARD INDEX FDS 2.5%
Value ($000) $9,955 Shares 34,304 Est. Cost $290.20 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 2.4%
Value ($000) $9,252 Shares 139,019 Est. Cost $62.96 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 2.4%
Value ($000) $9,206 Shares 192,872 Est. Cost $47.76 Unrealized
ESGE ISHARES INC 2.3%
Value ($000) $8,993 Shares 217,632 Est. Cost $42.59 Unrealized
FLOT ISHARES TR 2.2%
Value ($000) $8,768 Shares 172,335 Est. Cost $50.72 Unrealized
ANGL VANECK ETF TRUST 2.1%
Value ($000) $8,305 Shares 251,512 Est. Cost $32.45 Unrealized
SLYG SPDR SER TR 2.1%
Value ($000) $8,111 Shares 93,425 Est. Cost $80.65 Unrealized
VBR VANGUARD INDEX FDS 2.0%
Value ($000) $7,875 Shares 46,262 Est. Cost $153.10 Unrealized
FPE FIRST TR EXCH TRADED FD III 1.8%
Value ($000) $7,141 Shares 348,801 Est. Cost $20.47 Unrealized
VWOB VANGUARD WHITEHALL FDS 1.8%
Value ($000) $6,937 Shares 88,842 Est. Cost $79.51 Unrealized
IWP ISHARES TR 1.7%
Value ($000) $6,698 Shares 60,039 Est. Cost $104.47 Unrealized
VOE VANGUARD INDEX FDS 1.6%
Value ($000) $6,339 Shares 45,375 Est. Cost $130.02 Unrealized
SCHP SCHWAB STRATEGIC TR 1.6%
Value ($000) $6,134 Shares 98,165 Est. Cost $62.49 Unrealized
DWM WISDOMTREE TR 1.5%
Value ($000) $5,753 Shares 109,208 Est. Cost $51.50 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $5,571 Shares 19,771 Est. Cost $210.83 Unrealized +33.2%
FPXI FIRST TR EXCHANGE TRADED FD 1.4%
Value ($000) $5,474 Shares 85,689 Est. Cost $66.76 Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $4,796 Shares 34,314 Est. Cost $123.16 Unrealized +3.3%
VCSH VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $3,903 Shares 47,556 Est. Cost $83.21 Unrealized
XLRE SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,655 Shares 82,299 Est. Cost $41.64 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $2,876 Shares 17,555 Est. Cost $104.94 Unrealized +33.7%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $2,673 Shares 17,930 Est. Cost $107.44 Unrealized +30.0%
FDVV FIDELITY COVINGTON TRUST 0.7%
Value ($000) $2,608 Shares 70,440 Est. Cost $33.53 Unrealized
WMT WALMART INC 0.7%
Value ($000) $2,577 Shares 18,455 Est. Cost $45.13 Unrealized +0.8%
VB VANGUARD INDEX FDS 0.7%
Value ($000) $2,567 Shares 11,723 Est. Cost $194.67 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,381 Shares 11,484 Est. Cost $18.96 Unrealized +9.3%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $2,343 Shares 24,400 Est. Cost $60.46 Unrealized +34.0%
GOOG ALPHABET INC 0.6%
Value ($000) $2,282 Shares 857 Est. Cost $84.44 Unrealized +62.1%
T AT&T INC 0.6%
Value ($000) $2,161 Shares 79,852 Est. Cost $15.40 Unrealized +4.4%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,111 Shares 39,018 Est. Cost $43.67 Unrealized -3.1%
GSY INVESCO ACTIVELY MANAGED ETF 0.5%
Value ($000) $1,825 Shares 36,133 Est. Cost $50.58 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,814 Shares 12,042 Est. Cost $121.34 Unrealized +11.3%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $1,797 Shares 40,261 Est. Cost $35.41 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,775 Shares 10,997 Est. Cost $129.33 Unrealized +16.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,663 Shares 6,100 Est. Cost $220.20 Unrealized +27.5%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,655 Shares 3,849 Est. Cost $375.38 Unrealized
BAC BK OF AMERICA CORP 0.4%
Value ($000) $1,630 Shares 38,453 Est. Cost $24.03 Unrealized +50.2%
IVOO VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $1,572 Shares 8,786 Est. Cost $157.32 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $1,499 Shares 5,698 Est. Cost $229.81 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $1,494 Shares 17,631 Est. Cost $59.08 Unrealized +22.8%
CM CANADIAN IMP BK COMM 0.4%
Value ($000) $1,478 Shares 13,153 Est. Cost $32.44 Unrealized +46.4%
EEM ISHARES TR 0.4%
Value ($000) $1,461 Shares 29,013 Est. Cost $52.06 Unrealized
ICSH ISHARES TR 0.4%
Value ($000) $1,421 Shares 28,142 Est. Cost $50.52 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $1,327 Shares 3,907 Est. Cost $272.99 Unrealized +31.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,303 Shares 27,986 Est. Cost $26.77 Unrealized +27.0%
BA BOEING CO 0.3%
Value ($000) $1,273 Shares 5,814 Est. Cost $192.22 Unrealized +16.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,235 Shares 7,295 Est. Cost $145.84 Unrealized +19.4%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,159 Shares 5,221 Est. Cost $194.67 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $1,138 Shares 20,836 Est. Cost $55.19 Unrealized
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $1,121 Shares 31,108 Est. Cost $38.23 Unrealized
V VISA INC 0.3%
Value ($000) $1,079 Shares 4,845 Est. Cost $199.33 Unrealized +13.9%
FSK FS KKR CAP CORP 0.3%
Value ($000) $1,076 Shares 47,438 Est. Cost $8.32 Unrealized +40.4%
DON WISDOMTREE TR 0.3%
Value ($000) $1,034 Shares 25,064 Est. Cost $34.82 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $991 Shares 18,712 Est. Cost $44.33 Unrealized +10.1%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $964 Shares 7,475 Est. Cost $71.86 Unrealized +81.7%
TSLA TESLA INC 0.2%
Value ($000) $857 Shares 1,104 Est. Cost $185.03 Unrealized +27.2%
BERKSHIRE HAT A 100th 0.2%
Value ($000) $823 Shares 200 Est. Cost $4115.00 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $812 Shares 2,996 Est. Cost $220.90 Unrealized +13.6%
AIA ISHARES TR 0.2%
Value ($000) $804 Shares 10,293 Est. Cost $88.13 Unrealized
CYRUSONE INC 0.2%
Value ($000) $802 Shares 10,293 Est. Cost $73.64 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $780 Shares 2,377 Est. Cost $242.57 Unrealized +21.4%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $767 Shares 49,218 Est. Cost $9.17 Unrealized +31.5%
XOP SPDR SER TR 0.2%
Value ($000) $764 Shares 7,886 Est. Cost $59.04 Unrealized
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $743 Shares 6,468 Est. Cost $70.11 Unrealized +51.4%
INTC INTEL CORP 0.2%
Value ($000) $721 Shares 13,555 Est. Cost $44.80 Unrealized +11.2%
IJK ISHARES TR 0.2%
Value ($000) $694 Shares 8,762 Est. Cost $72.26 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $679 Shares 4,574 Est. Cost $232.54 Unrealized
IUSG ISHARES TR 0.2%
Value ($000) $660 Shares 6,437 Est. Cost $88.69 Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $654 Shares 3,076 Est. Cost $198.05 Unrealized +6.3%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $641 Shares 9,010 Est. Cost $61.67 Unrealized +18.8%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $639 Shares 16,926 Est. Cost $29.56 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $631 Shares 5,424 Est. Cost $48.92 Unrealized +105.1%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $614 Shares 5,972 Est. Cost $85.57 Unrealized +19.5%
XYZ SQUARE INC 0.2%
Value ($000) $595 Shares 2,483 Est. Cost $213.64 Unrealized +20.2%
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $594 Shares 6,365 Est. Cost $72.82 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $580 Shares 3,015 Est. Cost $162.95 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $574 Shares 1,332 Est. Cost $379.44 Unrealized
BILL BILL COM HLDGS INC 0.1%
Value ($000) $574 Shares 2,141 Est. Cost $150.95 Unrealized +52.8%
IWM ISHARES TR 0.1%
Value ($000) $559 Shares 2,548 Est. Cost $196.04 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $556 Shares 2,152 Est. Cost $230.70 Unrealized +24.9%
FDX FEDEX CORP 0.1%
Value ($000) $555 Shares 2,516 Est. Cost $251.15 Unrealized -1.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $549 Shares 9,733 Est. Cost $42.05 Unrealized +22.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $547 Shares 3,010 Est. Cost $138.96 Unrealized +17.1%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $545 Shares 2,300 Est. Cost $210.13 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $515 Shares 12,064 Est. Cost $21.26 Unrealized +51.8%
MRK MERCK & CO INC 0.1%
Value ($000) $508 Shares 6,718 Est. Cost $64.81 Unrealized +2.1%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $495 Shares 2,000 Est. Cost $223.81 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $489 Shares 15,659 Est. Cost $31.39 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $487 Shares 4,335 Est. Cost $111.14 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $487 Shares 9,733 Est. Cost $49.45 Unrealized -1.2%
IDHQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $486 Shares 16,044 Est. Cost $29.43 Unrealized
KR KROGER CO 0.1%
Value ($000) $485 Shares 12,020 Est. Cost $30.73 Unrealized +24.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $471 Shares 4,648 Est. Cost $69.97 Unrealized +19.1%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $468 Shares 9,080 Est. Cost $40.31 Unrealized +16.6%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $463 Shares 3,538 Est. Cost $57.65 Unrealized +77.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $450 Shares 7,674 Est. Cost $35.30 Unrealized +37.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $441 Shares 5,126 Est. Cost $59.93 Unrealized +29.2%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $433 Shares 4,108 Est. Cost $83.42 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $420 Shares 2,808 Est. Cost $127.69 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $413 Shares 1,044 Est. Cost $343.72 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $408 Shares 5,167 Est. Cost $60.18 Unrealized +12.6%
AVGO BROADCOM INC 0.1%
Value ($000) $406 Shares 835 Est. Cost $41.93 Unrealized +6.1%
ABT ABBOTT LABS 0.1%
Value ($000) $393 Shares 3,333 Est. Cost $102.02 Unrealized +11.2%
IJR ISHARES TR 0.1%
Value ($000) $390 Shares 3,568 Est. Cost $91.87 Unrealized
FLRN SPDR SER TR 0.1%
Value ($000) $389 Shares 12,667 Est. Cost $30.56 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $383 Shares 4,401 Est. Cost $60.61 Unrealized +37.5%
NIO NIO INC 0.1%
Value ($000) $371 Shares 10,410 Est. Cost $47.52 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $371 Shares 2,803 Est. Cost $116.30 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $367 Shares 8,540 Est. Cost $29.89 Unrealized +19.3%
GLD SPDR GOLD TR 0.1%
Value ($000) $359 Shares 2,190 Est. Cost $171.96 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $356 Shares 1,031 Est. Cost $360.91 Unrealized -1.7%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $356 Shares 4,173 Est. Cost $88.19 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $345 Shares 3,202 Est. Cost $90.88 Unrealized +7.0%
SHM SPDR SER TR 0.1%
Value ($000) $342 Shares 6,919 Est. Cost $49.73 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $338 Shares 584 Est. Cost $474.91 Unrealized +32.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $334 Shares 964 Est. Cost $319.23 Unrealized +0.5%
FLBL FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $333 Shares 13,284 Est. Cost $25.07 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $325 Shares 1,244 Est. Cost $263.52 Unrealized +7.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $312 Shares 4,505 Est. Cost $49.35 Unrealized +20.3%
ITA ISHARES TR 0.1%
Value ($000) $309 Shares 2,965 Est. Cost $94.79 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $309 Shares 6,612 Est. Cost $42.47 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $303 Shares 1,898 Est. Cost $153.95 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $302 Shares 21,358 Est. Cost $8.09 Unrealized +27.7%
IUSV ISHARES TR 0.1%
Value ($000) $297 Shares 4,190 Est. Cost $62.25 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $293 Shares 3,506 Est. Cost $72.04 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $291 Shares 1,614 Est. Cost $179.16 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $291 Shares 3,071 Est. Cost $97.18 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $285 Shares 2,239 Est. Cost $127.29 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $283 Shares 1,915 Est. Cost $110.78 Unrealized +21.5%
USB US BANCORP DEL 0.1%
Value ($000) $280 Shares 4,689 Est. Cost $40.41 Unrealized +15.5%
KEY KEYCORP 0.1%
Value ($000) $278 Shares 12,869 Est. Cost $16.22 Unrealized 0.0%
SRE SEMPRA 0.1%
Value ($000) $276 Shares 2,165 Est. Cost $54.48 Unrealized +5.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $276 Shares 610 Est. Cost $359.04 Unrealized +16.5%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $271 Shares 1,107 Est. Cost $223.39 Unrealized +15.5%
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $269 Shares 9,985 Est. Cost $28.81 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $267 Shares 4,420 Est. Cost $48.14 Unrealized +22.3%
LOW LOWES COS INC 0.1%
Value ($000) $266 Shares 1,308 Est. Cost $183.57 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $266 Shares 686 Est. Cost $384.84 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $265 Shares 551 Est. Cost $421.62 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $264 Shares 1,677 Est. Cost $137.96 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $260 Shares 721 Est. Cost $280.94 Unrealized +19.7%
IEFA ISHARES TR 0.1%
Value ($000) $260 Shares 3,509 Est. Cost $69.16 Unrealized
IWL ISHARES TR 0.1%
Value ($000) $258 Shares 2,504 Est. Cost $90.40 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $257 Shares 1,724 Est. Cost $149.07 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $255 Shares 1,981 Est. Cost $124.23 Unrealized +3.7%
MUB ISHARES TR 0.1%
Value ($000) $253 Shares 2,179 Est. Cost $116.11 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $251 Shares 6,275 Est. Cost $25.62 Unrealized +15.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $250 Shares 5,357 Est. Cost $41.59 Unrealized 0.0%
IHI ISHARES TR 0.1%
Value ($000) $247 Shares 3,960 Est. Cost $110.16 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $245 Shares 2,129 Est. Cost $117.93 Unrealized
NKE NIKE INC 0.1%
Value ($000) $245 Shares 1,693 Est. Cost $123.21 Unrealized +23.8%
SHOP SHOPIFY INC 0.1%
Value ($000) $243 Shares 180 Est. Cost $123.22 Unrealized +21.6%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $243 Shares 5,282 Est. Cost $46.01 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $242 Shares 803 Est. Cost $284.41 Unrealized 0.0%
VSAT VIASAT INC 0.1%
Value ($000) $239 Shares 4,350 Est. Cost $48.42 Unrealized +5.5%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $237 Shares 590 Est. Cost $353.70 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $237 Shares 3,861 Est. Cost $61.97 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $235 Shares 2,106 Est. Cost $115.99 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $230 Shares 2,350 Est. Cost $75.89 Unrealized +15.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $221 Shares 2,004 Est. Cost $105.71 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $220 Shares 962 Est. Cost $191.53 Unrealized +14.8%
HDV ISHARES TR 0.1%
Value ($000) $215 Shares 2,274 Est. Cost $87.53 Unrealized
DBEM DBX ETF TR 0.1%
Value ($000) $213 Shares 7,872 Est. Cost $27.65 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $212 Shares 3,438 Est. Cost $54.69 Unrealized 0.0%
ELV ANTHEM INC 0.1%
Value ($000) $209 Shares 560 Est. Cost $357.60 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $209 Shares 794 Est. Cost $219.53 Unrealized +16.3%
SUB ISHARES TR 0.1%
Value ($000) $207 Shares 1,923 Est. Cost $107.64 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $207 Shares 540 Est. Cost $368.80 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $207 Shares 1,643 Est. Cost $113.45 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $206 Shares 4,775 Est. Cost $41.35 Unrealized -1.5%
STIP ISHARES TR 0.1%
Value ($000) $206 Shares 1,958 Est. Cost $105.21 Unrealized
MORGAN STANLEY EMERGING MKTS 0.0%
Value ($000) $130 Shares 21,694 Est. Cost $5.99 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $88 Shares 16,034 Est. Cost $3.93 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $27 Shares 10,481 Est. Cost $2.58 Unrealized