Colonial River Wealth Management, LLC Diversified Active

CIK: 0001845859 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $152,649 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC 4.2%
Value ($000) $6,432 Shares 47,047 Est. Cost $141.92 Unrealized +4.7%
SPYM SPDR SER TR 3.8%
Value ($000) $5,731 Shares 129,257 Est. Cost $48.92 Unrealized
XLE SELECT SECTOR SPDR TR 2.8%
Value ($000) $4,267 Shares 59,676 Est. Cost $58.01 Unrealized
SPTM SPDR SER TR 2.7%
Value ($000) $4,145 Shares 89,188 Est. Cost $54.09 Unrealized
SPSM SPDR SER TR 2.7%
Value ($000) $4,064 Shares 112,960 Est. Cost $43.00 Unrealized
QLV FLEXSHARES TR 2.4%
Value ($000) $3,718 Shares 75,593 Est. Cost $49.18 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 2.4%
Value ($000) $3,654 Shares 31,720 Est. Cost $146.36 Unrealized
D DOMINION ENERGY INC 2.2%
Value ($000) $3,331 Shares 41,734 Est. Cost $62.13 Unrealized +11.6%
IJR ISHARES TR 2.1%
Value ($000) $3,200 Shares 34,633 Est. Cost $102.66 Unrealized
SPDW SPDR INDEX SHS FDS 1.6%
Value ($000) $2,506 Shares 86,886 Est. Cost $34.73 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $2,304 Shares 36,240 Est. Cost $74.18 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $2,252 Shares 8,769 Est. Cost $226.95 Unrealized +16.1%
XLV SELECT SECTOR SPDR TR 1.5%
Value ($000) $2,245 Shares 17,505 Est. Cost $137.33 Unrealized
IXUS ISHARES TR 1.5%
Value ($000) $2,232 Shares 39,134 Est. Cost $61.96 Unrealized
XLK SELECT SECTOR SPDR TR 1.4%
Value ($000) $2,133 Shares 16,777 Est. Cost $173.85 Unrealized
XLI SELECT SECTOR SPDR TR 1.3%
Value ($000) $1,986 Shares 22,742 Est. Cost $99.95 Unrealized
TIPX SPDR SER TR 1.3%
Value ($000) $1,939 Shares 99,626 Est. Cost $20.11 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $1,911 Shares 877 Est. Cost $142.94 Unrealized -18.3%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $1,877 Shares 10,574 Est. Cost $145.26 Unrealized +10.1%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,745 Shares 20,379 Est. Cost $54.65 Unrealized +45.6%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $1,725 Shares 6,154 Est. Cost $397.83 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $1,665 Shares 8,828 Est. Cost $241.40 Unrealized
XLC SELECT SECTOR SPDR TR 1.1%
Value ($000) $1,655 Shares 30,500 Est. Cost $67.86 Unrealized
ITOT ISHARES TR 1.0%
Value ($000) $1,575 Shares 18,801 Est. Cost $83.77 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $1,557 Shares 15,771 Est. Cost $79.64 Unrealized +7.2%
SPYV SPDR SER TR 1.0%
Value ($000) $1,550 Shares 42,091 Est. Cost $42.00 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $1,531 Shares 14,414 Est. Cost $127.23 Unrealized -1.6%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,515 Shares 29,858 Est. Cost $40.39 Unrealized -0.7%
OMFL INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $1,507 Shares 36,579 Est. Cost $46.70 Unrealized
XLU SELECT SECTOR SPDR TR 1.0%
Value ($000) $1,478 Shares 21,080 Est. Cost $71.51 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $1,467 Shares 5,348 Est. Cost $261.47 Unrealized +2.9%
SPLV INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,320 Shares 21,296 Est. Cost $68.46 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $1,264 Shares 5,118 Est. Cost $229.37 Unrealized -1.3%
PDN INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,238 Shares 42,531 Est. Cost $35.22 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,218 Shares 2,371 Est. Cost $428.04 Unrealized +10.0%
STIP ISHARES TR 0.8%
Value ($000) $1,212 Shares 11,950 Est. Cost $101.42 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $1,197 Shares 22,828 Est. Cost $41.08 Unrealized +2.2%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,120 Shares 7,390 Est. Cost $21.01 Unrealized -10.3%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,112 Shares 7,733 Est. Cost $134.78 Unrealized +1.9%
FLTR VANECK ETF TRUST 0.7%
Value ($000) $1,106 Shares 44,809 Est. Cost $24.68 Unrealized
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,066 Shares 26,080 Est. Cost $48.59 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $996 Shares 8,849 Est. Cost $119.52 Unrealized -5.4%
TSLA TESLA INC 0.6%
Value ($000) $987 Shares 1,466 Est. Cost $215.30 Unrealized +26.8%
IEF ISHARES TR 0.6%
Value ($000) $929 Shares 9,077 Est. Cost $106.80 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $914 Shares 1,907 Est. Cost $395.95 Unrealized +22.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $907 Shares 3,323 Est. Cost $297.85 Unrealized +5.3%
CZA INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $900 Shares 10,733 Est. Cost $96.10 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $893 Shares 9,797 Est. Cost $70.87 Unrealized +11.8%
VSS VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $871 Shares 8,438 Est. Cost $115.51 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $859 Shares 5,326 Est. Cost $293.05 Unrealized -34.6%
QYLD GLOBAL X FDS 0.6%
Value ($000) $859 Shares 49,163 Est. Cost $22.19 Unrealized
SDY SPDR SER TR 0.6%
Value ($000) $851 Shares 7,168 Est. Cost $129.13 Unrealized
ELV ANTHEM INC 0.5%
Value ($000) $828 Shares 1,716 Est. Cost $397.15 Unrealized +18.2%
IJH ISHARES TR 0.5%
Value ($000) $816 Shares 3,608 Est. Cost $283.15 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $809 Shares 12,862 Est. Cost $49.42 Unrealized +14.9%
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $808 Shares 5,121 Est. Cost $172.27 Unrealized -15.5%
INTC INTEL CORP 0.5%
Value ($000) $796 Shares 21,269 Est. Cost $45.48 Unrealized -10.7%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $793 Shares 5,164 Est. Cost $160.06 Unrealized -5.7%
BX BLACKSTONE INC 0.5%
Value ($000) $779 Shares 8,540 Est. Cost $112.63 Unrealized -14.7%
FDL FIRST TR MORNINGSTAR DIVID L 0.5%
Value ($000) $757 Shares 21,493 Est. Cost $35.57 Unrealized
SHV ISHARES TR 0.5%
Value ($000) $743 Shares 6,744 Est. Cost $110.26 Unrealized
RYLD GLOBAL X FDS 0.5%
Value ($000) $737 Shares 35,890 Est. Cost $24.00 Unrealized
BIL SPDR SER TR 0.5%
Value ($000) $722 Shares 7,891 Est. Cost $91.44 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $698 Shares 4,557 Est. Cost $101.71 Unrealized +31.9%
FTA FIRST TR LRG CP VL ALPHADEX 0.5%
Value ($000) $690 Shares 11,117 Est. Cost $69.84 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $662 Shares 6,178 Est. Cost $86.27 Unrealized +10.6%
SBUX STARBUCKS CORP 0.4%
Value ($000) $660 Shares 8,642 Est. Cost $98.18 Unrealized -28.3%
TFC TRUIST FINL CORP 0.4%
Value ($000) $652 Shares 13,743 Est. Cost $49.90 Unrealized -18.3%
CSCO CISCO SYS INC 0.4%
Value ($000) $638 Shares 14,965 Est. Cost $50.41 Unrealized -15.1%
PAYX PAYCHEX INC 0.4%
Value ($000) $617 Shares 5,417 Est. Cost $110.44 Unrealized +2.2%
TDTT FLEXSHARES TR 0.4%
Value ($000) $608 Shares 24,502 Est. Cost $24.81 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $595 Shares 34,527 Est. Cost $17.23 Unrealized
XSOE WISDOMTREE TR 0.4%
Value ($000) $573 Shares 19,981 Est. Cost $36.35 Unrealized
HYGV FLEXSHARES TR 0.4%
Value ($000) $568 Shares 14,059 Est. Cost $40.40 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $566 Shares 3,911 Est. Cost $96.10 Unrealized +48.5%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $564 Shares 7,810 Est. Cost $72.22 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $563 Shares 12,744 Est. Cost $45.29 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $554 Shares 3,322 Est. Cost $143.45 Unrealized +4.4%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $554 Shares 4,200 Est. Cost $147.36 Unrealized
WMT WALMART INC 0.4%
Value ($000) $547 Shares 4,496 Est. Cost $45.18 Unrealized -2.5%
T AT&T INC 0.4%
Value ($000) $541 Shares 25,800 Est. Cost $14.67 Unrealized +11.2%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $539 Shares 1,429 Est. Cost $448.55 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $536 Shares 13,105 Est. Cost $48.65 Unrealized
SPDR SER TR 0.3%
Value ($000) $521 Shares 6,506 Est. Cost $99.41 Unrealized
FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $520 Shares 7,440 Est. Cost $69.89 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $512 Shares 6,606 Est. Cost $77.11 Unrealized -10.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $507 Shares 1,178 Est. Cost $308.96 Unrealized +28.8%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $493 Shares 2,214 Est. Cost $300.27 Unrealized
IRM IRON MTN INC NEW 0.3%
Value ($000) $490 Shares 10,060 Est. Cost $40.12 Unrealized +14.1%
IUSG ISHARES TR 0.3%
Value ($000) $488 Shares 5,835 Est. Cost $115.59 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $474 Shares 11,346 Est. Cost $32.79 Unrealized +17.3%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.3%
Value ($000) $473 Shares 5,366 Est. Cost $118.47 Unrealized
ROUS LATTICE STRATEGIES TR 0.3%
Value ($000) $473 Shares 12,617 Est. Cost $44.04 Unrealized
SPIB SPDR SER TR 0.3%
Value ($000) $469 Shares 14,380 Est. Cost $36.15 Unrealized
BAC BK OF AMERICA CORP 0.3%
Value ($000) $468 Shares 15,027 Est. Cost $38.18 Unrealized -14.2%
CMI CUMMINS INC 0.3%
Value ($000) $464 Shares 2,399 Est. Cost $198.89 Unrealized -8.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.3%
Value ($000) $461 Shares 11,291 Est. Cost $47.65 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $441 Shares 11,351 Est. Cost $42.69 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $426 Shares 27,397 Est. Cost $18.82 Unrealized
SUI SUN CMNTYS INC 0.3%
Value ($000) $418 Shares 2,625 Est. Cost $208.07 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.3%
Value ($000) $411 Shares 12,129 Est. Cost $30.86 Unrealized -3.4%
MINT PIMCO ETF TR 0.3%
Value ($000) $409 Shares 4,123 Est. Cost $100.88 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $409 Shares 4,072 Est. Cost $100.44 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $383 Shares 1,782 Est. Cost $167.31 Unrealized +18.8%
SRLN SSGA ACTIVE ETF TR 0.3%
Value ($000) $382 Shares 9,176 Est. Cost $41.63 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $381 Shares 2,179 Est. Cost $208.43 Unrealized -13.9%
GLD SPDR GOLD TR 0.2%
Value ($000) $380 Shares 2,253 Est. Cost $170.80 Unrealized
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $372 Shares 3,127 Est. Cost $106.37 Unrealized +8.5%
SPHY SPDR SER TR 0.2%
Value ($000) $368 Shares 16,394 Est. Cost $26.57 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $365 Shares 4,753 Est. Cost $80.83 Unrealized
AGGY WISDOMTREE TR 0.2%
Value ($000) $364 Shares 8,152 Est. Cost $51.67 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $363 Shares 2,202 Est. Cost $245.76 Unrealized -29.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $362 Shares 2,847 Est. Cost $193.22 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $361 Shares 2,847 Est. Cost $107.04 Unrealized +12.1%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $351 Shares 1,924 Est. Cost $166.90 Unrealized -8.1%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $345 Shares 1,241 Est. Cost $306.80 Unrealized -7.2%
MET METLIFE INC 0.2%
Value ($000) $345 Shares 5,495 Est. Cost $59.87 Unrealized -1.0%
AFL AFLAC INC 0.2%
Value ($000) $343 Shares 6,193 Est. Cost $53.14 Unrealized +2.3%
ORCL ORACLE CORP 0.2%
Value ($000) $339 Shares 4,855 Est. Cost $69.84 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $339 Shares 3,778 Est. Cost $79.66 Unrealized +12.9%
JXN JACKSON FINANCIAL INC 0.2%
Value ($000) $335 Shares 12,526 Est. Cost $29.95 Unrealized +1.5%
O REALTY INCOME CORP 0.2%
Value ($000) $334 Shares 4,886 Est. Cost $55.37 Unrealized +2.0%
QLVD FLEXSHARES TR 0.2%
Value ($000) $333 Shares 14,025 Est. Cost $23.74 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $332 Shares 6,692 Est. Cost $52.31 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $324 Shares 4,212 Est. Cost $49.23 Unrealized +32.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $323 Shares 1,805 Est. Cost $187.53 Unrealized +5.2%
QTEC FIRST TR NASDAQ 100 TECH IND 0.2%
Value ($000) $322 Shares 2,815 Est. Cost $167.99 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $322 Shares 147 Est. Cost $128.59 Unrealized -8.8%
FEP FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $316 Shares 10,074 Est. Cost $43.06 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $311 Shares 6,700 Est. Cost $53.15 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $308 Shares 11,829 Est. Cost $26.04 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $303 Shares 5,351 Est. Cost $59.39 Unrealized 0.0%
SO SOUTHERN CO 0.2%
Value ($000) $303 Shares 4,245 Est. Cost $55.36 Unrealized +16.1%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $300 Shares 6,285 Est. Cost $46.55 Unrealized
V VISA INC 0.2%
Value ($000) $299 Shares 1,517 Est. Cost $223.56 Unrealized -10.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $297 Shares 3,143 Est. Cost $158.71 Unrealized -31.7%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $295 Shares 12,119 Est. Cost $22.02 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $293 Shares 772 Est. Cost $423.36 Unrealized
IUSV ISHARES TR 0.2%
Value ($000) $281 Shares 4,198 Est. Cost $76.26 Unrealized
BLACKROCK INC 0.2%
Value ($000) $280 Shares 460 Est. Cost $608.70 Unrealized
CI CIGNA CORP NEW 0.2%
Value ($000) $278 Shares 1,055 Est. Cost $241.40 Unrealized 0.0%
IXN ISHARES TR 0.2%
Value ($000) $276 Shares 6,040 Est. Cost $64.44 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $272 Shares 1,156 Est. Cost $243.36 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $272 Shares 4,630 Est. Cost $73.23 Unrealized
ROST ROSS STORES INC 0.2%
Value ($000) $266 Shares 3,783 Est. Cost $106.60 Unrealized -19.9%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $265 Shares 6,093 Est. Cost $73.44 Unrealized -24.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $261 Shares 1,847 Est. Cost $106.49 Unrealized +10.3%
BA BOEING CO 0.2%
Value ($000) $260 Shares 1,901 Est. Cost $192.64 Unrealized -23.4%
AGG ISHARES TR 0.2%
Value ($000) $255 Shares 2,503 Est. Cost $114.16 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $254 Shares 1,662 Est. Cost $132.47 Unrealized +11.7%
L LOEWS CORP 0.2%
Value ($000) $253 Shares 4,276 Est. Cost $62.12 Unrealized 0.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $251 Shares 1,444 Est. Cost $169.30 Unrealized -1.8%
CHDN CHURCHILL DOWNS INC 0.2%
Value ($000) $251 Shares 1,310 Est. Cost $116.88 Unrealized -16.1%
MMM 3M CO 0.2%
Value ($000) $248 Shares 1,919 Est. Cost $112.68 Unrealized -6.6%
ESGU ISHARES TR 0.2%
Value ($000) $242 Shares 2,886 Est. Cost $107.88 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.2%
Value ($000) $241 Shares 6,307 Est. Cost $53.35 Unrealized
PICK ISHARES INC 0.2%
Value ($000) $238 Shares 6,688 Est. Cost $42.63 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $237 Shares 1,529 Est. Cost $151.71 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $235 Shares 744 Est. Cost $337.75 Unrealized -0.1%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $232 Shares 3,078 Est. Cost $83.86 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $228 Shares 477 Est. Cost $348.21 Unrealized +24.3%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $228 Shares 2,936 Est. Cost $78.47 Unrealized 0.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $227 Shares 2,000 Est. Cost $108.39 Unrealized 0.0%
NSA NATIONAL STORAGE AFFILIATES 0.1%
Value ($000) $226 Shares 4,516 Est. Cost $69.04 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $225 Shares 4,665 Est. Cost $62.49 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $224 Shares 1,644 Est. Cost $181.77 Unrealized
GUNR FLEXSHARES TR 0.1%
Value ($000) $222 Shares 5,592 Est. Cost $39.70 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $221 Shares 10,406 Est. Cost $25.76 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $219 Shares 1,555 Est. Cost $145.62 Unrealized -13.1%
QLC FLEXSHARES TR 0.1%
Value ($000) $219 Shares 5,231 Est. Cost $41.87 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $215 Shares 1,497 Est. Cost $143.62 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $214 Shares 4,266 Est. Cost $50.16 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $213 Shares 1,433 Est. Cost $148.64 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $213 Shares 1,579 Est. Cost $115.07 Unrealized -0.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $212 Shares 5,083 Est. Cost $41.71 Unrealized
FERG1GBX FERGUSON PLC NEW 0.1%
Value ($000) $208 Shares 1,883 Est. Cost $179.33 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $204 Shares 4,099 Est. Cost $54.77 Unrealized -6.1%
DOW DOW INC 0.1%
Value ($000) $202 Shares 3,918 Est. Cost $48.67 Unrealized +6.4%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $200 Shares 1,346 Est. Cost $160.41 Unrealized -12.1%
AQN ALGONQUIN PWR UTILS CORP 0.1%
Value ($000) $178 Shares 13,285 Est. Cost $11.41 Unrealized +3.5%
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $137 Shares 23,180 Est. Cost $7.82 Unrealized
GABELLI MULTIMEDIA TR INC 0.1%
Value ($000) $95 Shares 13,170 Est. Cost $8.65 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $75 Shares 10,079 Est. Cost $7.44 Unrealized
SUNWQ SUNWORKS INC 0.0%
Value ($000) $17 Shares 10,625 Est. Cost $5.12 Unrealized -62.7%
AVROBIO INC 0.0%
Value ($000) $16 Shares 17,362 Est. Cost $1.30 Unrealized
SHIFT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 13,483 Est. Cost $2.19 Unrealized
ROMEO POWER INC 0.0%
Value ($000) $5 Shares 12,165 Est. Cost $0.41 Unrealized