Ellsworth Advisors, LLC Diversified Active

CIK: 0001843553 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 16, 2024

Total Value ($000): $386,186 (100.0% shares, 0.0% debt)

Holdings (175)

GLD SPDR GOLD TR 2.9%
Value ($000) $11,121 Shares 45,755 Est. Cost $170.43 Unrealized
GIS GENERAL MLS INC 2.8%
Value ($000) $10,697 Shares 144,851 Est. Cost $65.06 Unrealized +0.9%
FTSM FIRST TR EXCHANGE-TRADED FD 2.6%
Value ($000) $10,206 Shares 170,468 Est. Cost $59.62 Unrealized
PSA PUBLIC STORAGE OPER CO 2.1%
Value ($000) $8,134 Shares 22,353 Est. Cost $248.72 Unrealized +23.3%
AAPL APPLE INC 2.1%
Value ($000) $7,981 Shares 34,252 Est. Cost $106.87 Unrealized +107.7%
PKG PACKAGING CORP AMER 2.0%
Value ($000) $7,531 Shares 34,965 Est. Cost $118.23 Unrealized +62.3%
MRK MERCK & CO INC 1.9%
Value ($000) $7,258 Shares 63,910 Est. Cost $76.17 Unrealized +48.3%
CAT CATERPILLAR INC 1.8%
Value ($000) $6,893 Shares 17,623 Est. Cost $200.69 Unrealized +68.8%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $6,662 Shares 41,109 Est. Cost $146.52 Unrealized +4.2%
SO SOUTHERN CO 1.7%
Value ($000) $6,473 Shares 71,782 Est. Cost $54.73 Unrealized +49.2%
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $6,453 Shares 53,133 Est. Cost $92.68 Unrealized +27.4%
BX BLACKSTONE INC 1.7%
Value ($000) $6,452 Shares 42,137 Est. Cost $69.20 Unrealized +93.2%
ACGL ARCH CAP GROUP LTD 1.6%
Value ($000) $6,185 Shares 55,286 Est. Cost $74.52 Unrealized +32.7%
ALL ALLSTATE CORP 1.6%
Value ($000) $6,175 Shares 32,558 Est. Cost $126.34 Unrealized +36.8%
PRU PRUDENTIAL FINL INC 1.6%
Value ($000) $6,152 Shares 50,800 Est. Cost $76.55 Unrealized +44.4%
MCD MCDONALDS CORP 1.5%
Value ($000) $5,927 Shares 19,464 Est. Cost $209.73 Unrealized +27.2%
KO COCA COLA CO 1.5%
Value ($000) $5,894 Shares 82,015 Est. Cost $48.27 Unrealized +36.0%
HGER HARBOR ETF TRUST 1.5%
Value ($000) $5,783 Shares 255,808 Est. Cost $23.07 Unrealized
ED CONSOLIDATED EDISON INC 1.5%
Value ($000) $5,780 Shares 55,511 Est. Cost $70.27 Unrealized +34.4%
PAYX PAYCHEX INC 1.5%
Value ($000) $5,737 Shares 42,750 Est. Cost $90.30 Unrealized +35.0%
INTU INTUIT 1.5%
Value ($000) $5,720 Shares 9,212 Est. Cost $410.38 Unrealized +54.2%
LNT ALLIANT ENERGY CORP 1.4%
Value ($000) $5,577 Shares 91,901 Est. Cost $47.62 Unrealized +14.2%
PGR PROGRESSIVE CORP 1.4%
Value ($000) $5,491 Shares 21,639 Est. Cost $192.70 Unrealized +11.1%
CSCO CISCO SYS INC 1.4%
Value ($000) $5,483 Shares 103,033 Est. Cost $42.44 Unrealized +10.2%
USB US BANCORP DEL 1.4%
Value ($000) $5,450 Shares 119,184 Est. Cost $37.31 Unrealized +10.2%
CI THE CIGNA GROUP 1.4%
Value ($000) $5,254 Shares 15,167 Est. Cost $282.76 Unrealized +18.5%
LYB LYONDELLBASELL INDUSTRIES N 1.3%
Value ($000) $5,199 Shares 54,210 Est. Cost $67.09 Unrealized +26.9%
SPARTANNASH CO 1.3%
Value ($000) $5,014 Shares 223,742 Est. Cost $18.73 Unrealized
DOW DOW INC 1.3%
Value ($000) $5,006 Shares 91,644 Est. Cost $48.98 Unrealized -2.2%
CNC CENTENE CORP DEL 1.3%
Value ($000) $4,995 Shares 66,347 Est. Cost $67.10 Unrealized +9.2%
RMD RESMED INC 1.3%
Value ($000) $4,917 Shares 20,140 Est. Cost $220.76 Unrealized 0.0%
KHC KRAFT HEINZ CO 1.3%
Value ($000) $4,913 Shares 139,934 Est. Cost $32.75 Unrealized -2.9%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $4,908 Shares 33,324 Est. Cost $139.96 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,880 Shares 10,603 Est. Cost $246.51 Unrealized +79.4%
TKR TIMKEN CO 1.2%
Value ($000) $4,782 Shares 56,734 Est. Cost $80.98 Unrealized +1.6%
GPK GRAPHIC PACKAGING HLDG CO 1.2%
Value ($000) $4,756 Shares 160,726 Est. Cost $26.19 Unrealized +8.6%
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $4,726 Shares 15,872 Est. Cost $263.17 Unrealized 0.0%
MKL MARKEL GROUP INC 1.2%
Value ($000) $4,519 Shares 2,881 Est. Cost $1468.73 Unrealized +6.6%
GPC GENUINE PARTS CO 1.2%
Value ($000) $4,483 Shares 32,092 Est. Cost $129.11 Unrealized +2.8%
GOOG ALPHABET INC 1.1%
Value ($000) $4,423 Shares 26,456 Est. Cost $168.88 Unrealized -0.4%
ADBE ADOBE INC 1.1%
Value ($000) $4,407 Shares 8,511 Est. Cost $548.46 Unrealized 0.0%
MSFT MICROSOFT CORP 1.1%
Value ($000) $4,397 Shares 10,219 Est. Cost $419.98 Unrealized +0.7%
JAZZ JAZZ PHARMACEUTICALS PLC 1.1%
Value ($000) $4,213 Shares 37,813 Est. Cost $121.81 Unrealized -10.0%
OC OWENS CORNING NEW 1.1%
Value ($000) $4,097 Shares 23,207 Est. Cost $168.42 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 1.1%
Value ($000) $4,095 Shares 20,788 Est. Cost $207.82 Unrealized 0.0%
REIT ALPS ETF TR 0.9%
Value ($000) $3,383 Shares 115,948 Est. Cost $24.71 Unrealized
LEN LENNAR CORP 0.8%
Value ($000) $3,038 Shares 16,207 Est. Cost $70.15 Unrealized +134.1%
IRM IRON MTN INC DEL 0.8%
Value ($000) $2,927 Shares 24,629 Est. Cost $51.27 Unrealized +99.1%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,872 Shares 24,504 Est. Cost $66.77 Unrealized +64.8%
BUFG FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $2,789 Shares 115,658 Est. Cost $19.83 Unrealized
V VISA INC 0.6%
Value ($000) $2,470 Shares 8,983 Est. Cost $202.59 Unrealized +32.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.6%
Value ($000) $2,374 Shares 29,573 Est. Cost $59.73 Unrealized +32.6%
YEAR AB ACTIVE ETFS INC 0.6%
Value ($000) $2,259 Shares 44,435 Est. Cost $50.21 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $2,198 Shares 12,925 Est. Cost $123.46 Unrealized +31.9%
DIS DISNEY WALT CO 0.6%
Value ($000) $2,186 Shares 22,728 Est. Cost $107.49 Unrealized -15.7%
NUE NUCOR CORP 0.5%
Value ($000) $2,111 Shares 14,045 Est. Cost $90.34 Unrealized +62.5%
RTX RTX CORPORATION 0.5%
Value ($000) $2,073 Shares 17,113 Est. Cost $92.26 Unrealized +20.4%
HON HONEYWELL INTL INC 0.5%
Value ($000) $2,011 Shares 9,727 Est. Cost $129.88 Unrealized +45.0%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $1,739 Shares 8,246 Est. Cost $146.75 Unrealized +39.7%
BAC BANK AMERICA CORP 0.5%
Value ($000) $1,738 Shares 43,801 Est. Cost $31.12 Unrealized +24.6%
SONY SONY GROUP CORP 0.4%
Value ($000) $1,716 Shares 17,769 Est. Cost $85.69 Unrealized
GEN GEN DIGITAL INC 0.4%
Value ($000) $1,695 Shares 61,784 Est. Cost $19.78 Unrealized +26.7%
NKE NIKE INC 0.4%
Value ($000) $1,694 Shares 19,162 Est. Cost $88.18 Unrealized -13.8%
LAMR LAMAR ADVERTISING CO NEW 0.4%
Value ($000) $1,694 Shares 12,678 Est. Cost $102.54 Unrealized
PNW PINNACLE WEST CAP CORP 0.4%
Value ($000) $1,675 Shares 18,911 Est. Cost $67.15 Unrealized +20.5%
TM TOYOTA MOTOR CORP 0.4%
Value ($000) $1,665 Shares 9,326 Est. Cost $195.55 Unrealized
EOG EOG RES INC 0.4%
Value ($000) $1,602 Shares 13,032 Est. Cost $103.02 Unrealized +16.9%
ET ENERGY TRANSFER L P 0.4%
Value ($000) $1,597 Shares 99,532 Est. Cost $13.90 Unrealized
APTIV PLC 0.4%
Value ($000) $1,584 Shares 22,000 Est. Cost $70.46 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $1,566 Shares 70,905 Est. Cost $16.70 Unrealized +18.9%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,530 Shares 4,008 Est. Cost $246.58 Unrealized +39.9%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,505 Shares 12,394 Est. Cost $109.82 Unrealized 0.0%
EQH EQUITABLE HLDGS INC 0.4%
Value ($000) $1,504 Shares 35,790 Est. Cost $30.35 Unrealized +31.4%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $1,503 Shares 13,644 Est. Cost $90.38 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.4%
Value ($000) $1,465 Shares 71,583 Est. Cost $17.76 Unrealized +3.5%
HPQ HP INC 0.4%
Value ($000) $1,416 Shares 39,477 Est. Cost $30.18 Unrealized +10.2%
SHEL SHELL PLC 0.4%
Value ($000) $1,377 Shares 20,885 Est. Cost $61.85 Unrealized
AES AES CORP 0.4%
Value ($000) $1,376 Shares 68,595 Est. Cost $17.31 Unrealized -5.1%
UNP UNION PAC CORP 0.3%
Value ($000) $1,272 Shares 5,161 Est. Cost $207.41 Unrealized +13.1%
RDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,247 Shares 21,053 Est. Cost $43.57 Unrealized
BG BUNGE GLOBAL SA 0.3%
Value ($000) $1,246 Shares 12,891 Est. Cost $97.10 Unrealized +0.6%
STRL STERLING INFRASTRUCTURE INC 0.3%
Value ($000) $1,179 Shares 8,133 Est. Cost $38.25 Unrealized +210.7%
NFLX NETFLIX INC 0.3%
Value ($000) $1,179 Shares 1,662 Est. Cost $30.22 Unrealized +121.3%
MOS MOSAIC CO NEW 0.3%
Value ($000) $1,166 Shares 43,556 Est. Cost $29.07 Unrealized -9.5%
IESC IES HLDGS INC 0.3%
Value ($000) $1,156 Shares 5,789 Est. Cost $97.01 Unrealized +67.1%
AGX ARGAN INC 0.3%
Value ($000) $1,089 Shares 10,740 Est. Cost $46.47 Unrealized +67.9%
PH PARKER-HANNIFIN CORP 0.3%
Value ($000) $979 Shares 1,550 Est. Cost $498.54 Unrealized +12.4%
HWKN HAWKINS INC 0.2%
Value ($000) $964 Shares 7,560 Est. Cost $64.09 Unrealized +76.6%
USLM UNITED STS LIME & MINERALS I 0.2%
Value ($000) $942 Shares 9,641 Est. Cost $74.34 Unrealized +7.9%
GHM GRAHAM CORP 0.2%
Value ($000) $938 Shares 31,684 Est. Cost $13.51 Unrealized +121.1%
META META PLATFORMS INC 0.2%
Value ($000) $933 Shares 1,629 Est. Cost $340.38 Unrealized +50.5%
NBN NORTHEAST BK LEWISTON ME 0.2%
Value ($000) $888 Shares 11,512 Est. Cost $36.79 Unrealized +84.5%
NEM NEWMONT CORP 0.2%
Value ($000) $867 Shares 16,220 Est. Cost $38.81 Unrealized +24.7%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $799 Shares 1,367 Est. Cost $365.24 Unrealized +50.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $786 Shares 15,405 Est. Cost $36.62 Unrealized +24.3%
AN AUTONATION INC 0.2%
Value ($000) $776 Shares 4,335 Est. Cost $67.91 Unrealized +152.9%
CRVL CORVEL CORP 0.2%
Value ($000) $765 Shares 2,340 Est. Cost $62.33 Unrealized +60.4%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $754 Shares 14,860 Est. Cost $50.47 Unrealized
NWPX NORTHWEST PIPE CO 0.2%
Value ($000) $731 Shares 16,207 Est. Cost $34.17 Unrealized +16.7%
RIO RIO TINTO PLC 0.2%
Value ($000) $728 Shares 10,229 Est. Cost $73.15 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $727 Shares 1,893 Est. Cost $281.52 Unrealized
PJT PJT PARTNERS INC 0.2%
Value ($000) $726 Shares 5,442 Est. Cost $97.96 Unrealized +23.6%
MLR MILLER INDS INC TENN 0.2%
Value ($000) $722 Shares 11,842 Est. Cost $38.68 Unrealized +51.7%
ESP ESPEY MFG & ELECTRS CORP 0.2%
Value ($000) $721 Shares 23,977 Est. Cost $21.29 Unrealized +0.4%
ADUS ADDUS HOMECARE CORP 0.2%
Value ($000) $711 Shares 5,344 Est. Cost $107.75 Unrealized +17.2%
CCI CROWN CASTLE INC 0.2%
Value ($000) $696 Shares 5,863 Est. Cost $93.05 Unrealized +9.6%
SQUARESPACE INC 0.2%
Value ($000) $691 Shares 14,883 Est. Cost $37.27 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $682 Shares 3,935 Est. Cost $132.33 Unrealized +24.1%
ENSG ENSIGN GROUP INC 0.2%
Value ($000) $676 Shares 4,699 Est. Cost $98.28 Unrealized +44.6%
AGM FEDERAL AGRIC MTG CORP 0.2%
Value ($000) $670 Shares 3,574 Est. Cost $134.44 Unrealized +35.8%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $659 Shares 22,642 Est. Cost $25.49 Unrealized
CVLT COMMVAULT SYS INC 0.2%
Value ($000) $654 Shares 4,252 Est. Cost $108.81 Unrealized +29.4%
RDN RADIAN GROUP INC 0.2%
Value ($000) $651 Shares 18,776 Est. Cost $23.85 Unrealized +39.2%
ESNT ESSENT GROUP LTD 0.2%
Value ($000) $647 Shares 10,070 Est. Cost $48.94 Unrealized +22.7%
DFIN DONNELLEY FINL SOLUTIONS INC 0.2%
Value ($000) $647 Shares 9,824 Est. Cost $50.53 Unrealized +28.5%
VERX VERTEX INC 0.2%
Value ($000) $643 Shares 16,707 Est. Cost $27.70 Unrealized +33.1%
VLGEA VILLAGE SUPER MKT INC 0.2%
Value ($000) $635 Shares 19,981 Est. Cost $26.58 Unrealized +11.7%
VITL VITAL FARMS INC 0.2%
Value ($000) $635 Shares 18,101 Est. Cost $35.35 Unrealized 0.0%
GENC GENCOR INDS INC 0.2%
Value ($000) $626 Shares 30,007 Est. Cost $20.17 Unrealized 0.0%
TRNS TRANSCAT INC 0.2%
Value ($000) $609 Shares 5,041 Est. Cost $89.85 Unrealized +38.3%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $605 Shares 3,056 Est. Cost $140.72 Unrealized
MHO M/I HOMES INC 0.2%
Value ($000) $603 Shares 3,521 Est. Cost $151.70 Unrealized 0.0%
HESS CORP 0.2%
Value ($000) $602 Shares 4,436 Est. Cost $135.80 Unrealized
EEFT EURONET WORLDWIDE INC 0.2%
Value ($000) $593 Shares 5,972 Est. Cost $107.96 Unrealized -6.3%
DSGX DESCARTES SYS GROUP INC 0.2%
Value ($000) $592 Shares 5,748 Est. Cost $94.31 Unrealized +5.4%
EIG EMPLOYERS HLDGS INC 0.2%
Value ($000) $591 Shares 12,312 Est. Cost $40.85 Unrealized +9.1%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $581 Shares 11,006 Est. Cost $45.82 Unrealized
HSTM HEALTHSTREAM INC 0.1%
Value ($000) $578 Shares 20,035 Est. Cost $26.84 Unrealized +6.7%
UTL UNITIL CORP 0.1%
Value ($000) $575 Shares 9,494 Est. Cost $58.37 Unrealized 0.0%
PEGA PEGASYSTEMS INC 0.1%
Value ($000) $571 Shares 7,819 Est. Cost $32.93 Unrealized 0.0%
KRT KARAT PACKAGING INC 0.1%
Value ($000) $564 Shares 21,783 Est. Cost $22.47 Unrealized +19.2%
KD KYNDRYL HLDGS INC 0.1%
Value ($000) $553 Shares 24,069 Est. Cost $21.55 Unrealized +13.2%
HAL HALLIBURTON CO 0.1%
Value ($000) $552 Shares 18,988 Est. Cost $35.02 Unrealized -13.4%
ACNB ACNB CORP 0.1%
Value ($000) $547 Shares 12,531 Est. Cost $38.03 Unrealized 0.0%
OSPN ONESPAN INC 0.1%
Value ($000) $545 Shares 32,695 Est. Cost $14.34 Unrealized 0.0%
XOMA XOMA ROYALTY CORPORATION 0.1%
Value ($000) $516 Shares 19,475 Est. Cost $27.09 Unrealized 0.0%
IIIN INSTEEL INDS INC 0.1%
Value ($000) $514 Shares 16,527 Est. Cost $30.45 Unrealized -2.2%
INFORMATICA INC 0.1%
Value ($000) $506 Shares 20,008 Est. Cost $30.42 Unrealized
CUSD TRUST FOR PROFESSIONAL MANAG 0.1%
Value ($000) $504 Shares 23,404 Est. Cost $20.51 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $497 Shares 15,692 Est. Cost $35.88 Unrealized -15.9%
WMT WALMART INC 0.1%
Value ($000) $482 Shares 5,968 Est. Cost $54.30 Unrealized +33.5%
INSW INTERNATIONAL SEAWAYS INC 0.1%
Value ($000) $481 Shares 9,325 Est. Cost $46.28 Unrealized 0.0%
PCOR PROCORE TECHNOLOGIES INC 0.1%
Value ($000) $467 Shares 7,561 Est. Cost $66.86 Unrealized -8.2%
ETN EATON CORP PLC 0.1%
Value ($000) $462 Shares 1,395 Est. Cost $117.78 Unrealized +155.8%
IJH ISHARES TR 0.1%
Value ($000) $458 Shares 7,352 Est. Cost $90.21 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $440 Shares 1,669 Est. Cost $221.36 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $416 Shares 10,232 Est. Cost $31.86 Unrealized +11.5%
IVV ISHARES TR 0.1%
Value ($000) $395 Shares 685 Est. Cost $399.20 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $373 Shares 1,362 Est. Cost $251.41 Unrealized +11.9%
ITOT ISHARES TR 0.1%
Value ($000) $359 Shares 2,858 Est. Cost $86.08 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $354 Shares 9,729 Est. Cost $34.09 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $351 Shares 396 Est. Cost $516.93 Unrealized +72.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $344 Shares 4,783 Est. Cost $57.97 Unrealized +10.1%
TOWN TOWNEBANK PORTSMOUTH VA 0.1%
Value ($000) $337 Shares 10,191 Est. Cost $20.86 Unrealized +54.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $332 Shares 2,051 Est. Cost $117.21 Unrealized +25.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $327 Shares 906 Est. Cost $237.79 Unrealized +43.2%
AMZN AMAZON COM INC 0.1%
Value ($000) $324 Shares 1,739 Est. Cost $172.52 Unrealized +5.8%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $306 Shares 8,918 Est. Cost $25.89 Unrealized
OUSM ALPS ETF TR 0.1%
Value ($000) $304 Shares 6,735 Est. Cost $40.37 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $278 Shares 1,591 Est. Cost $174.54 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $274 Shares 803 Est. Cost $104.05 Unrealized +61.8%
MS MORGAN STANLEY 0.1%
Value ($000) $273 Shares 2,620 Est. Cost $74.81 Unrealized +29.5%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $267 Shares 1,147 Est. Cost $182.21 Unrealized +15.7%
AZO AUTOZONE INC 0.1%
Value ($000) $246 Shares 78 Est. Cost $3070.23 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $239 Shares 1,081 Est. Cost $188.97 Unrealized 0.0%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $228 Shares 1,255 Est. Cost $164.44 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $227 Shares 4,500 Est. Cost $59.55 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $224 Shares 552 Est. Cost $352.64 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $223 Shares 801 Est. Cost $262.43 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $218 Shares 2,104 Est. Cost $89.06 Unrealized +11.1%
CRM SALESFORCE INC 0.1%
Value ($000) $218 Shares 796 Est. Cost $285.15 Unrealized -11.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $209 Shares 424 Est. Cost $461.72 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $201 Shares 848 Est. Cost $237.16 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $10 Shares 30,332 Est. Cost $0.81 Unrealized -56.7%
COLISEUM ACQUISITION CORP 0.0%
Value ($000) $8 Shares 166,666 Est. Cost $0.11 Unrealized