Ellsworth Advisors, LLC Diversified Active

CIK: 0001843553 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 18, 2024

Total Value ($000): $358,695 (100.0% shares, 0.0% debt)

Holdings (177)

GLD SPDR GOLD TR 3.6%
Value ($000) $12,866 Shares 59,839 Est. Cost $170.43 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 2.7%
Value ($000) $9,529 Shares 159,875 Est. Cost $59.60 Unrealized
ETN EATON CORP PLC 2.4%
Value ($000) $8,486 Shares 27,065 Est. Cost $117.78 Unrealized +169.4%
MRK MERCK & CO INC 2.1%
Value ($000) $7,602 Shares 61,402 Est. Cost $74.67 Unrealized +63.0%
AAPL APPLE INC 2.0%
Value ($000) $7,093 Shares 33,678 Est. Cost $104.91 Unrealized +76.5%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $6,639 Shares 53,736 Est. Cost $92.68 Unrealized +9.0%
WM WASTE MGMT INC DEL 1.8%
Value ($000) $6,584 Shares 30,863 Est. Cost $126.48 Unrealized +60.4%
INTU INTUIT 1.8%
Value ($000) $6,354 Shares 9,668 Est. Cost $410.38 Unrealized +49.7%
PKG PACKAGING CORP AMER 1.8%
Value ($000) $6,353 Shares 34,799 Est. Cost $118.23 Unrealized +47.5%
IBKR INTERACTIVE BROKERS GROUP IN 1.7%
Value ($000) $6,271 Shares 51,147 Est. Cost $20.31 Unrealized +45.5%
PSA PUBLIC STORAGE OPER CO 1.7%
Value ($000) $6,260 Shares 21,762 Est. Cost $247.15 Unrealized +4.3%
PRU PRUDENTIAL FINL INC 1.6%
Value ($000) $5,783 Shares 49,345 Est. Cost $75.55 Unrealized +41.3%
HGER HARBOR ETF TRUST 1.6%
Value ($000) $5,748 Shares 255,502 Est. Cost $23.07 Unrealized
CAT CATERPILLAR INC 1.6%
Value ($000) $5,738 Shares 17,226 Est. Cost $197.51 Unrealized +71.5%
ACGL ARCH CAP GROUP LTD 1.6%
Value ($000) $5,691 Shares 56,406 Est. Cost $74.52 Unrealized +24.1%
SO SOUTHERN CO 1.5%
Value ($000) $5,551 Shares 71,560 Est. Cost $54.73 Unrealized +31.2%
BX BLACKSTONE INC 1.5%
Value ($000) $5,226 Shares 42,210 Est. Cost $69.20 Unrealized +70.3%
ALL ALLSTATE CORP 1.4%
Value ($000) $5,186 Shares 32,479 Est. Cost $126.34 Unrealized +27.8%
KO COCA COLA CO 1.4%
Value ($000) $5,179 Shares 81,362 Est. Cost $48.27 Unrealized +22.0%
CI THE CIGNA GROUP 1.4%
Value ($000) $5,080 Shares 15,367 Est. Cost $282.76 Unrealized +18.2%
LYB LYONDELLBASELL INDUSTRIES N 1.4%
Value ($000) $4,954 Shares 51,784 Est. Cost $66.25 Unrealized +31.0%
PAYX PAYCHEX INC 1.4%
Value ($000) $4,893 Shares 41,274 Est. Cost $89.17 Unrealized +30.5%
GOOG ALPHABET INC 1.3%
Value ($000) $4,831 Shares 26,336 Est. Cost $168.88 Unrealized 0.0%
MCD MCDONALDS CORP 1.3%
Value ($000) $4,827 Shares 18,943 Est. Cost $208.16 Unrealized +22.5%
ED CONSOLIDATED EDISON INC 1.3%
Value ($000) $4,803 Shares 53,717 Est. Cost $69.47 Unrealized +26.3%
RNR RENAISSANCERE HLDGS LTD 1.3%
Value ($000) $4,707 Shares 21,058 Est. Cost $221.93 Unrealized +0.9%
DOW DOW INC 1.3%
Value ($000) $4,652 Shares 87,683 Est. Cost $49.02 Unrealized +4.5%
CSCO CISCO SYS INC 1.3%
Value ($000) $4,638 Shares 97,616 Est. Cost $42.20 Unrealized +7.3%
TKR TIMKEN CO 1.3%
Value ($000) $4,588 Shares 57,251 Est. Cost $80.98 Unrealized +6.5%
DE DEERE & CO 1.3%
Value ($000) $4,568 Shares 12,225 Est. Cost $365.86 Unrealized +4.0%
USB US BANCORP DEL 1.3%
Value ($000) $4,565 Shares 114,979 Est. Cost $37.17 Unrealized +1.6%
MKL MARKEL GROUP INC 1.3%
Value ($000) $4,563 Shares 2,896 Est. Cost $1468.73 Unrealized +5.7%
PGR PROGRESSIVE CORP 1.3%
Value ($000) $4,516 Shares 21,742 Est. Cost $192.70 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 1.2%
Value ($000) $4,477 Shares 87,964 Est. Cost $47.32 Unrealized +0.8%
GIS GENERAL MLS INC 1.2%
Value ($000) $4,453 Shares 70,395 Est. Cost $64.44 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $4,439 Shares 10,912 Est. Cost $246.51 Unrealized +65.8%
CNC CENTENE CORP DEL 1.2%
Value ($000) $4,396 Shares 66,302 Est. Cost $67.10 Unrealized +8.4%
GPC GENUINE PARTS CO 1.2%
Value ($000) $4,396 Shares 31,778 Est. Cost $129.11 Unrealized +9.7%
KHC KRAFT HEINZ CO 1.2%
Value ($000) $4,317 Shares 133,999 Est. Cost $32.79 Unrealized -0.8%
GPK GRAPHIC PACKAGING HLDG CO 1.2%
Value ($000) $4,197 Shares 160,135 Est. Cost $26.19 Unrealized +5.5%
SPARTANNASH CO 1.2%
Value ($000) $4,164 Shares 221,939 Est. Cost $18.73 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 1.1%
Value ($000) $3,968 Shares 37,181 Est. Cost $122.02 Unrealized -9.9%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $3,825 Shares 27,949 Est. Cost $135.52 Unrealized -4.1%
AGCO AGCO CORP 1.0%
Value ($000) $3,556 Shares 36,328 Est. Cost $119.17 Unrealized -9.6%
IART INTEGRA LIFESCIENCES HLDGS C 1.0%
Value ($000) $3,487 Shares 119,668 Est. Cost $41.08 Unrealized -27.8%
AMPH AMPHASTAR PHARMACEUTICALS IN 1.0%
Value ($000) $3,456 Shares 86,391 Est. Cost $51.03 Unrealized -18.8%
REIT ALPS ETF TR 0.8%
Value ($000) $2,856 Shares 112,307 Est. Cost $24.57 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,788 Shares 24,220 Est. Cost $66.27 Unrealized +66.1%
YEAR AB ACTIVE ETFS INC 0.8%
Value ($000) $2,765 Shares 54,732 Est. Cost $50.21 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.7%
Value ($000) $2,654 Shares 29,002 Est. Cost $59.35 Unrealized +47.2%
BUFG FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $2,598 Shares 111,979 Est. Cost $19.69 Unrealized
LEN LENNAR CORP 0.7%
Value ($000) $2,417 Shares 16,125 Est. Cost $70.15 Unrealized +111.8%
V VISA INC 0.6%
Value ($000) $2,249 Shares 8,569 Est. Cost $199.44 Unrealized +35.8%
IRM IRON MTN INC DEL 0.6%
Value ($000) $2,193 Shares 24,471 Est. Cost $51.27 Unrealized +49.5%
NUE NUCOR CORP 0.6%
Value ($000) $2,189 Shares 13,847 Est. Cost $89.53 Unrealized +88.7%
PEP PEPSICO INC 0.6%
Value ($000) $2,087 Shares 12,656 Est. Cost $122.62 Unrealized +32.4%
DIS DISNEY WALT CO 0.6%
Value ($000) $2,086 Shares 21,009 Est. Cost $108.87 Unrealized -3.1%
HON HONEYWELL INTL INC 0.6%
Value ($000) $2,038 Shares 9,543 Est. Cost $128.75 Unrealized +42.7%
TM TOYOTA MOTOR CORP 0.5%
Value ($000) $1,882 Shares 9,180 Est. Cost $195.82 Unrealized
UNG UNITED STS NAT GAS FD LP 0.5%
Value ($000) $1,760 Shares 101,000 Est. Cost $14.89 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,722 Shares 11,780 Est. Cost $131.25 Unrealized +7.8%
RTX RTX CORPORATION 0.5%
Value ($000) $1,676 Shares 16,698 Est. Cost $91.79 Unrealized +9.1%
EOG EOG RES INC 0.4%
Value ($000) $1,601 Shares 12,721 Est. Cost $102.59 Unrealized +19.0%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,586 Shares 39,888 Est. Cost $30.37 Unrealized +21.3%
APTIV PLC 0.4%
Value ($000) $1,511 Shares 21,456 Est. Cost $70.42 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,505 Shares 29,821 Est. Cost $50.47 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,485 Shares 7,342 Est. Cost $139.58 Unrealized +35.5%
SONY SONY GROUP CORP 0.4%
Value ($000) $1,413 Shares 16,634 Est. Cost $84.95 Unrealized
ET ENERGY TRANSFER L P 0.4%
Value ($000) $1,395 Shares 86,012 Est. Cost $13.56 Unrealized
GEN GEN DIGITAL INC 0.4%
Value ($000) $1,394 Shares 55,812 Est. Cost $19.21 Unrealized +15.6%
NKE NIKE INC 0.4%
Value ($000) $1,387 Shares 18,403 Est. Cost $88.68 Unrealized +1.1%
LAMR LAMAR ADVERTISING CO NEW 0.4%
Value ($000) $1,367 Shares 11,434 Est. Cost $99.16 Unrealized
PNW PINNACLE WEST CAP CORP 0.4%
Value ($000) $1,315 Shares 17,211 Est. Cost $65.79 Unrealized +7.5%
EQH EQUITABLE HLDGS INC 0.4%
Value ($000) $1,307 Shares 31,990 Est. Cost $29.22 Unrealized +29.3%
SHEL SHELL PLC 0.4%
Value ($000) $1,274 Shares 17,646 Est. Cost $61.09 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value ($000) $1,239 Shares 58,504 Est. Cost $17.62 Unrealized 0.0%
ALV AUTOLIV INC 0.3%
Value ($000) $1,237 Shares 11,561 Est. Cost $93.40 Unrealized +22.6%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $1,217 Shares 61,228 Est. Cost $16.20 Unrealized +9.4%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,209 Shares 4,053 Est. Cost $246.58 Unrealized +23.7%
HPQ HP INC 0.3%
Value ($000) $1,197 Shares 34,174 Est. Cost $29.71 Unrealized 0.0%
BG BUNGE GLOBAL SA 0.3%
Value ($000) $1,137 Shares 10,650 Est. Cost $96.97 Unrealized +2.7%
RDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,134 Shares 20,719 Est. Cost $43.32 Unrealized
TBT PROSHARES TR 0.3%
Value ($000) $1,103 Shares 32,000 Est. Cost $32.93 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,044 Shares 1,547 Est. Cost $27.49 Unrealized +127.2%
KVUE KENVUE INC 0.3%
Value ($000) $1,020 Shares 56,127 Est. Cost $18.74 Unrealized -2.9%
MOS MOSAIC CO NEW 0.3%
Value ($000) $1,003 Shares 34,714 Est. Cost $29.77 Unrealized -3.9%
STRL STERLING INFRASTRUCTURE INC 0.3%
Value ($000) $1,002 Shares 8,470 Est. Cost $38.25 Unrealized +198.2%
AES AES CORP 0.3%
Value ($000) $992 Shares 56,440 Est. Cost $17.50 Unrealized 0.0%
UNP UNION PAC CORP 0.3%
Value ($000) $966 Shares 4,268 Est. Cost $201.71 Unrealized +11.8%
CAMT CAMTEK LTD 0.3%
Value ($000) $926 Shares 7,393 Est. Cost $61.70 Unrealized +54.6%
GHM GRAHAM CORP 0.2%
Value ($000) $883 Shares 31,364 Est. Cost $13.34 Unrealized +115.6%
IESC IES HLDGS INC 0.2%
Value ($000) $809 Shares 5,806 Est. Cost $97.01 Unrealized +44.9%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $807 Shares 1,596 Est. Cost $498.54 Unrealized +5.8%
AGX ARGAN INC 0.2%
Value ($000) $795 Shares 10,862 Est. Cost $46.47 Unrealized +38.5%
NBN NORTHEAST BK LEWISTON ME 0.2%
Value ($000) $768 Shares 12,613 Est. Cost $36.79 Unrealized +49.9%
USLM UNITED STS LIME & MINERALS I 0.2%
Value ($000) $739 Shares 2,028 Est. Cost $52.17 Unrealized +27.7%
META META PLATFORMS INC 0.2%
Value ($000) $726 Shares 1,439 Est. Cost $317.71 Unrealized +52.1%
HWKN HAWKINS INC 0.2%
Value ($000) $680 Shares 7,471 Est. Cost $63.50 Unrealized +29.1%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $636 Shares 21,959 Est. Cost $25.38 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $635 Shares 20,517 Est. Cost $44.87 Unrealized -27.6%
CUSD TRUST FOR PROFESSIONAL MANAG 0.2%
Value ($000) $630 Shares 29,078 Est. Cost $20.51 Unrealized
MLR MILLER INDS INC TENN 0.2%
Value ($000) $629 Shares 11,431 Est. Cost $37.97 Unrealized +40.8%
SQUARESPACE INC 0.2%
Value ($000) $627 Shares 14,370 Est. Cost $36.94 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $625 Shares 1,228 Est. Cost $344.52 Unrealized +37.3%
AGM FEDERAL AGRIC MTG CORP 0.2%
Value ($000) $619 Shares 3,421 Est. Cost $132.28 Unrealized +29.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $616 Shares 3,736 Est. Cost $130.64 Unrealized +20.3%
AN AUTONATION INC 0.2%
Value ($000) $612 Shares 3,841 Est. Cost $54.56 Unrealized +199.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $611 Shares 13,407 Est. Cost $35.29 Unrealized +10.8%
NEM NEWMONT CORP 0.2%
Value ($000) $609 Shares 14,534 Est. Cost $37.70 Unrealized +5.1%
KD KYNDRYL HLDGS INC 0.2%
Value ($000) $604 Shares 22,975 Est. Cost $21.41 Unrealized +11.9%
KRT KARAT PACKAGING INC 0.2%
Value ($000) $603 Shares 20,402 Est. Cost $22.18 Unrealized +26.7%
ADUS ADDUS HOMECARE CORP 0.2%
Value ($000) $598 Shares 5,151 Est. Cost $107.06 Unrealized 0.0%
CRVL CORVEL CORP 0.2%
Value ($000) $579 Shares 2,279 Est. Cost $61.33 Unrealized +34.6%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $578 Shares 1,545 Est. Cost $258.46 Unrealized
TRNS TRANSCAT INC 0.2%
Value ($000) $578 Shares 4,828 Est. Cost $88.33 Unrealized +33.7%
VERX VERTEX INC 0.2%
Value ($000) $577 Shares 16,010 Est. Cost $27.30 Unrealized +17.9%
INFORMATICA INC 0.2%
Value ($000) $567 Shares 18,350 Est. Cost $30.88 Unrealized
PJT PJT PARTNERS INC 0.2%
Value ($000) $565 Shares 5,237 Est. Cost $97.06 Unrealized +2.3%
ENSG ENSIGN GROUP INC 0.2%
Value ($000) $561 Shares 4,538 Est. Cost $96.73 Unrealized +22.9%
DFIN DONNELLEY FINL SOLUTIONS INC 0.2%
Value ($000) $561 Shares 9,409 Est. Cost $49.90 Unrealized +22.3%
RDN RADIAN GROUP INC 0.2%
Value ($000) $559 Shares 17,979 Est. Cost $23.44 Unrealized +25.4%
RIO RIO TINTO PLC 0.2%
Value ($000) $558 Shares 8,468 Est. Cost $73.56 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $558 Shares 3,054 Est. Cost $140.72 Unrealized
BLUEPRINT MEDICINES CORP 0.2%
Value ($000) $558 Shares 5,173 Est. Cost $88.56 Unrealized
ESNT ESSENT GROUP LTD 0.1%
Value ($000) $538 Shares 9,572 Est. Cost $48.36 Unrealized +12.4%
HSTM HEALTHSTREAM INC 0.1%
Value ($000) $532 Shares 19,063 Est. Cost $26.75 Unrealized -0.3%
NWPX NORTHWEST PIPE CO 0.1%
Value ($000) $529 Shares 15,560 Est. Cost $33.94 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $527 Shares 5,440 Est. Cost $94.02 Unrealized 0.0%
CLW CLEARWATER PAPER CORP 0.1%
Value ($000) $525 Shares 10,826 Est. Cost $47.02 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $525 Shares 15,528 Est. Cost $36.06 Unrealized -2.1%
EEFT EURONET WORLDWIDE INC 0.1%
Value ($000) $514 Shares 4,965 Est. Cost $109.34 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION 0.1%
Value ($000) $511 Shares 3,048 Est. Cost $144.96 Unrealized +11.8%
NSSC NAPCO SEC TECHNOLOGIES INC 0.1%
Value ($000) $504 Shares 9,711 Est. Cost $44.67 Unrealized 0.0%
VLGEA VILLAGE SUPER MKT INC 0.1%
Value ($000) $501 Shares 18,983 Est. Cost $26.42 Unrealized +6.4%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $498 Shares 10,069 Est. Cost $45.17 Unrealized
EIG EMPLOYERS HLDGS INC 0.1%
Value ($000) $495 Shares 11,620 Est. Cost $40.63 Unrealized +0.4%
CVLT COMMVAULT SYS INC 0.1%
Value ($000) $495 Shares 4,071 Est. Cost $107.39 Unrealized 0.0%
CCI CROWN CASTLE INC 0.1%
Value ($000) $489 Shares 5,009 Est. Cost $91.53 Unrealized -1.9%
ODC OIL DRI CORP AMER 0.1%
Value ($000) $478 Shares 7,453 Est. Cost $32.36 Unrealized +13.6%
IIIN INSTEEL INDS INC 0.1%
Value ($000) $477 Shares 15,418 Est. Cost $30.50 Unrealized 0.0%
ESP ESPEY MFG & ELECTRS CORP 0.1%
Value ($000) $476 Shares 22,422 Est. Cost $21.29 Unrealized 0.0%
PCOR PROCORE TECHNOLOGIES INC 0.1%
Value ($000) $460 Shares 6,930 Est. Cost $67.36 Unrealized +3.0%
SM SM ENERGY CO 0.1%
Value ($000) $451 Shares 10,422 Est. Cost $39.26 Unrealized +18.9%
ANDE ANDERSONS INC 0.1%
Value ($000) $449 Shares 9,050 Est. Cost $52.00 Unrealized -0.3%
CASS CASS INFORMATION SYS INC 0.1%
Value ($000) $433 Shares 10,809 Est. Cost $42.79 Unrealized -3.0%
WMT WALMART INC 0.1%
Value ($000) $408 Shares 6,026 Est. Cost $54.30 Unrealized +14.1%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $403 Shares 1,663 Est. Cost $221.36 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $381 Shares 12,495 Est. Cost $37.34 Unrealized -15.2%
IVV ISHARES TR 0.1%
Value ($000) $374 Shares 683 Est. Cost $399.20 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $364 Shares 10,232 Est. Cost $31.86 Unrealized +1.6%
LLY ELI LILLY & CO 0.1%
Value ($000) $352 Shares 388 Est. Cost $509.23 Unrealized +55.3%
ITOT ISHARES TR 0.1%
Value ($000) $339 Shares 2,857 Est. Cost $86.08 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $311 Shares 1,037 Est. Cost $242.06 Unrealized +4.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $310 Shares 1,603 Est. Cost $171.68 Unrealized +7.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $309 Shares 2,035 Est. Cost $117.21 Unrealized +16.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $307 Shares 904 Est. Cost $237.79 Unrealized +40.2%
IJH ISHARES TR 0.1%
Value ($000) $306 Shares 5,226 Est. Cost $101.56 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $303 Shares 4,449 Est. Cost $59.58 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $301 Shares 1,520 Est. Cost $195.37 Unrealized -10.5%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $287 Shares 8,894 Est. Cost $25.89 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $282 Shares 632 Est. Cost $372.55 Unrealized +12.0%
TOWN TOWNEBANK PORTSMOUTH VA 0.1%
Value ($000) $276 Shares 10,105 Est. Cost $20.86 Unrealized +29.0%
OUSM ALPS ETF TR 0.1%
Value ($000) $275 Shares 6,661 Est. Cost $40.32 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $272 Shares 803 Est. Cost $104.05 Unrealized +43.7%
F FORD MTR CO DEL 0.1%
Value ($000) $267 Shares 21,282 Est. Cost $11.13 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $253 Shares 2,600 Est. Cost $74.81 Unrealized +21.4%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $248 Shares 7,426 Est. Cost $33.38 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $240 Shares 4,500 Est. Cost $59.55 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $223 Shares 1,147 Est. Cost $182.21 Unrealized -3.3%
CRM SALESFORCE INC 0.1%
Value ($000) $213 Shares 828 Est. Cost $285.15 Unrealized -7.2%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $211 Shares 1,252 Est. Cost $164.44 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $207 Shares 3,463 Est. Cost $55.73 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $203 Shares 2,094 Est. Cost $89.06 Unrealized 0.0%
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $9 Shares 30,332 Est. Cost $0.81 Unrealized -62.9%
COLISEUM ACQUISITION CORP 0.0%
Value ($000) $8 Shares 166,666 Est. Cost $0.11 Unrealized
BENSON HILL INC 0.0%
Value ($000) $7 Shares 45,454 Est. Cost $0.15 Unrealized
BURGERFI INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 25,406 Est. Cost $0.40 Unrealized