Naviter Wealth, LLC Diversified Active

CIK: 0001855567 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 18, 2022

Total Value ($000): $243,775 (100.0% shares, 0.0% debt)

Holdings (182)

AMLP ALPS ETF TR 8.8%
Value ($000) $21,412 Shares 621,528 Est. Cost $32.85 Unrealized
IAU ISHARES GOLD TR 7.3%
Value ($000) $17,744 Shares 517,165 Est. Cost $34.81 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 5.6%
Value ($000) $13,670 Shares 757,755 Est. Cost $17.64 Unrealized
ARCC ARES CAPITAL CORP 5.1%
Value ($000) $12,418 Shares 692,593 Est. Cost $14.01 Unrealized -1.3%
XOM EXXON MOBIL CORP 4.2%
Value ($000) $10,332 Shares 120,640 Est. Cost $56.69 Unrealized +40.4%
MEG MONTROSE ENVIRONMENTAL GROUP 3.2%
Value ($000) $7,751 Shares 229,603 Est. Cost $46.08 Unrealized -9.3%
AAPL APPLE INC 2.9%
Value ($000) $6,953 Shares 50,856 Est. Cost $149.19 Unrealized -0.4%
MSFT MICROSOFT CORP 2.4%
Value ($000) $5,746 Shares 22,374 Est. Cost $291.95 Unrealized -9.8%
USA TRUCK INC 2.3%
Value ($000) $5,591 Shares 177,943 Est. Cost $27.15 Unrealized
GOOG ALPHABET INC 1.5%
Value ($000) $3,570 Shares 1,632 Est. Cost $117.28 Unrealized 0.0%
AMZN AMAZON COM INC 1.4%
Value ($000) $3,479 Shares 32,752 Est. Cost $125.13 Unrealized 0.0%
IYR ISHARES TR 1.3%
Value ($000) $3,195 Shares 34,732 Est. Cost $115.29 Unrealized
TSLA TESLA INC 1.3%
Value ($000) $3,166 Shares 4,702 Est. Cost $303.36 Unrealized -10.0%
TDW TIDEWATER INC NEW 1.2%
Value ($000) $2,965 Shares 140,577 Est. Cost $11.75 Unrealized +95.8%
JPST J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $2,959 Shares 59,073 Est. Cost $50.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value ($000) $2,946 Shares 35,830 Est. Cost $82.22 Unrealized
AMT AMERICAN TOWER CORP NEW 1.2%
Value ($000) $2,842 Shares 11,077 Est. Cost $234.67 Unrealized -5.3%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $2,764 Shares 7,297 Est. Cost $475.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,977 Shares 7,241 Est. Cost $310.92 Unrealized +0.9%
TM TOYOTA MOTOR CORP 0.8%
Value ($000) $1,892 Shares 12,270 Est. Cost $154.20 Unrealized
AZN ASTRAZENECA PLC 0.8%
Value ($000) $1,857 Shares 28,107 Est. Cost $66.07 Unrealized
NVS NOVARTIS AG 0.8%
Value ($000) $1,853 Shares 21,916 Est. Cost $84.55 Unrealized
ASML ASML HOLDING N V 0.7%
Value ($000) $1,808 Shares 3,800 Est. Cost $475.79 Unrealized
NVO NOVO-NORDISK A S 0.7%
Value ($000) $1,769 Shares 15,873 Est. Cost $111.45 Unrealized
SHEL SHELL PLC 0.7%
Value ($000) $1,675 Shares 32,039 Est. Cost $52.28 Unrealized
EQIX EQUINIX INC 0.7%
Value ($000) $1,641 Shares 2,497 Est. Cost $733.56 Unrealized -12.3%
BABA ALIBABA GROUP HLDG LTD 0.6%
Value ($000) $1,568 Shares 13,797 Est. Cost $113.65 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,536 Shares 10,130 Est. Cost $27.41 Unrealized -31.3%
CCI CROWN CASTLE INTL CORP NEW 0.6%
Value ($000) $1,530 Shares 9,088 Est. Cost $150.03 Unrealized +0.1%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,389 Shares 7,824 Est. Cost $159.93 Unrealized 0.0%
PIONEER NAT RES CO 0.5%
Value ($000) $1,323 Shares 5,931 Est. Cost $182.50 Unrealized
BHP BHP GROUP LTD 0.5%
Value ($000) $1,323 Shares 23,557 Est. Cost $56.16 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,274 Shares 14,076 Est. Cost $62.64 Unrealized +43.6%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,274 Shares 2,480 Est. Cost $471.05 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,246 Shares 11,066 Est. Cost $113.02 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,221 Shares 8,432 Est. Cost $142.70 Unrealized 0.0%
WMT WALMART INC 0.5%
Value ($000) $1,219 Shares 10,030 Est. Cost $44.66 Unrealized -1.4%
META META PLATFORMS INC 0.5%
Value ($000) $1,180 Shares 7,320 Est. Cost $191.58 Unrealized 0.0%
UNILEVER PLC 0.5%
Value ($000) $1,161 Shares 25,324 Est. Cost $45.85 Unrealized
HSBC HSBC HLDGS PLC 0.5%
Value ($000) $1,151 Shares 35,240 Est. Cost $32.66 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $1,136 Shares 18,053 Est. Cost $56.76 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,122 Shares 7,802 Est. Cost $137.29 Unrealized 0.0%
ABT ABBOTT LABS 0.5%
Value ($000) $1,117 Shares 10,284 Est. Cost $118.49 Unrealized -10.5%
BAC BK OF AMERICA CORP 0.5%
Value ($000) $1,116 Shares 35,862 Est. Cost $32.74 Unrealized 0.0%
CRM SALESFORCE INC 0.4%
Value ($000) $1,070 Shares 6,485 Est. Cost $174.57 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,069 Shares 2,231 Est. Cost $488.10 Unrealized -0.7%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $1,065 Shares 27,189 Est. Cost $39.95 Unrealized 0.0%
V VISA INC 0.4%
Value ($000) $1,046 Shares 5,311 Est. Cost $201.06 Unrealized 0.0%
GSK PLC 0.4%
Value ($000) $1,040 Shares 23,887 Est. Cost $43.54 Unrealized
EGP EASTGROUP PPTYS INC 0.4%
Value ($000) $1,023 Shares 6,581 Est. Cost $228.95 Unrealized
LINDE PLC 0.4%
Value ($000) $1,017 Shares 3,538 Est. Cost $287.45 Unrealized
DEO DIAGEO PLC 0.4%
Value ($000) $1,014 Shares 5,826 Est. Cost $174.05 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,010 Shares 4,092 Est. Cost $226.36 Unrealized 0.0%
AVGO BROADCOM INC 0.4%
Value ($000) $981 Shares 2,020 Est. Cost $52.39 Unrealized 0.0%
PEP PEPSICO INC 0.4%
Value ($000) $963 Shares 5,780 Est. Cost $149.80 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $963 Shares 2,631 Est. Cost $406.98 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value ($000) $956 Shares 3,486 Est. Cost $269.01 Unrealized 0.0%
SAP SAP SE 0.4%
Value ($000) $931 Shares 10,258 Est. Cost $90.76 Unrealized
SONY SONY GROUP CORPORATION 0.4%
Value ($000) $907 Shares 11,096 Est. Cost $81.74 Unrealized
TRNO TERRENO RLTY CORP 0.4%
Value ($000) $903 Shares 16,109 Est. Cost $85.66 Unrealized
PSA PUBLIC STORAGE 0.4%
Value ($000) $896 Shares 2,865 Est. Cost $275.62 Unrealized +4.8%
ABBV ABBVIE INC 0.4%
Value ($000) $871 Shares 5,686 Est. Cost $134.11 Unrealized 0.0%
FR FIRST INDL RLTY TR INC 0.4%
Value ($000) $862 Shares 18,050 Est. Cost $66.43 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $860 Shares 20,171 Est. Cost $42.82 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $854 Shares 2,707 Est. Cost $337.29 Unrealized 0.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $849 Shares 8,989 Est. Cost $154.98 Unrealized -30.0%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $848 Shares 19,762 Est. Cost $42.91 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $839 Shares 8,725 Est. Cost $88.52 Unrealized 0.0%
MRK MERCK & CO INC 0.3%
Value ($000) $835 Shares 9,142 Est. Cost $79.21 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $823 Shares 12,739 Est. Cost $38.83 Unrealized -13.5%
BROOKLYN IMMUNOTHERAPEUTICS 0.3%
Value ($000) $814 Shares 1,572,803 Est. Cost $4.17 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $813 Shares 1,497 Est. Cost $544.70 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $803 Shares 15,816 Est. Cost $40.11 Unrealized 0.0%
BX BLACKSTONE INC 0.3%
Value ($000) $788 Shares 8,635 Est. Cost $115.57 Unrealized -16.9%
BP BP PLC 0.3%
Value ($000) $773 Shares 27,263 Est. Cost $28.35 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $763 Shares 2,013 Est. Cost $476.91 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $763 Shares 32,636 Est. Cost $28.50 Unrealized
GEM GOLDMAN SACHS ETF TR 0.3%
Value ($000) $734 Shares 24,677 Est. Cost $37.01 Unrealized
WELL WELLTOWER INC 0.3%
Value ($000) $732 Shares 8,891 Est. Cost $75.03 Unrealized +8.2%
PFE PFIZER INC 0.3%
Value ($000) $730 Shares 13,932 Est. Cost $42.00 Unrealized 0.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $691 Shares 3,978 Est. Cost $166.30 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $690 Shares 8,899 Est. Cost $64.97 Unrealized 0.0%
DHR DANAHER CORPORATION 0.3%
Value ($000) $689 Shares 2,714 Est. Cost $269.08 Unrealized -15.9%
UNP UNION PAC CORP 0.3%
Value ($000) $677 Shares 3,172 Est. Cost $208.79 Unrealized 0.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $674 Shares 2,078 Est. Cost $290.91 Unrealized 0.0%
C CITIGROUP INC 0.3%
Value ($000) $674 Shares 14,646 Est. Cost $43.77 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $663 Shares 8,565 Est. Cost $68.84 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $662 Shares 14,441 Est. Cost $48.76 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $659 Shares 7,288 Est. Cost $90.37 Unrealized 0.0%
INFY INFOSYS LTD 0.3%
Value ($000) $657 Shares 35,490 Est. Cost $18.51 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.3%
Value ($000) $655 Shares 9,248 Est. Cost $88.01 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $652 Shares 1,371 Est. Cost $95.32 Unrealized 0.0%
MMM 3M CO 0.3%
Value ($000) $646 Shares 4,992 Est. Cost $105.20 Unrealized 0.0%
QCOM QUALCOMM INC 0.3%
Value ($000) $624 Shares 4,885 Est. Cost $124.91 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.3%
Value ($000) $624 Shares 116,906 Est. Cost $5.34 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $622 Shares 6,549 Est. Cost $121.13 Unrealized -23.0%
VICI VICI PPTYS INC 0.3%
Value ($000) $617 Shares 20,474 Est. Cost $23.12 Unrealized +4.5%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $616 Shares 15,695 Est. Cost $38.36 Unrealized 0.0%
KRG KITE RLTY GROUP TR 0.3%
Value ($000) $615 Shares 35,551 Est. Cost $21.79 Unrealized
CPT CAMDEN PPTY TR 0.2%
Value ($000) $607 Shares 4,485 Est. Cost $142.38 Unrealized -9.3%
USB US BANCORP DEL 0.2%
Value ($000) $601 Shares 12,930 Est. Cost $41.90 Unrealized 0.0%
GOOS CANADA GOOSE HLDGS INC 0.2%
Value ($000) $595 Shares 33,040 Est. Cost $40.94 Unrealized -48.4%
INTC INTEL CORP 0.2%
Value ($000) $593 Shares 15,854 Est. Cost $40.62 Unrealized 0.0%
RIO RIO TINTO PLC 0.2%
Value ($000) $592 Shares 9,710 Est. Cost $60.97 Unrealized
JD JD.COM INC 0.2%
Value ($000) $591 Shares 9,202 Est. Cost $64.23 Unrealized
T AT&T INC 0.2%
Value ($000) $584 Shares 27,863 Est. Cost $16.30 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $580 Shares 7,597 Est. Cost $70.38 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $575 Shares 6,201 Est. Cost $85.91 Unrealized 0.0%
NXRT NEXPOINT RESIDENTIAL TR INC 0.2%
Value ($000) $566 Shares 9,053 Est. Cost $84.10 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $558 Shares 3,192 Est. Cost $22.17 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.2%
Value ($000) $545 Shares 34,612 Est. Cost $14.02 Unrealized +12.5%
TGT TARGET CORP 0.2%
Value ($000) $542 Shares 3,841 Est. Cost $170.18 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $539 Shares 3,686 Est. Cost $168.53 Unrealized -15.6%
LOW LOWES COS INC 0.2%
Value ($000) $533 Shares 3,049 Est. Cost $179.56 Unrealized 0.0%
AMGN AMGEN INC 0.2%
Value ($000) $528 Shares 2,169 Est. Cost $218.58 Unrealized 0.0%
VALE VALE S A 0.2%
Value ($000) $526 Shares 35,943 Est. Cost $14.63 Unrealized
VRSN VERISIGN INC 0.2%
Value ($000) $511 Shares 3,051 Est. Cost $228.54 Unrealized -20.4%
NKE NIKE INC 0.2%
Value ($000) $510 Shares 4,994 Est. Cost $111.29 Unrealized 0.0%
RELX RELX PLC 0.2%
Value ($000) $510 Shares 18,931 Est. Cost $26.94 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $509 Shares 5,590 Est. Cost $106.08 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $500 Shares 6,537 Est. Cost $93.61 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $499 Shares 2,735 Est. Cost $153.35 Unrealized 0.0%
IWC ISHARES TR 0.2%
Value ($000) $492 Shares 4,735 Est. Cost $139.73 Unrealized
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $490 Shares 14,789 Est. Cost $31.98 Unrealized +5.0%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $489 Shares 7,327 Est. Cost $66.74 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $486 Shares 3,741 Est. Cost $136.62 Unrealized -11.4%
KRP KIMBELL RTY PARTNERS LP 0.2%
Value ($000) $474 Shares 30,250 Est. Cost $13.63 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $444 Shares 8,234 Est. Cost $53.92 Unrealized
ABBNY ABB LTD 0.2%
Value ($000) $439 Shares 16,419 Est. Cost $26.74 Unrealized
BXP BOSTON PROPERTIES INC 0.2%
Value ($000) $435 Shares 4,837 Est. Cost $92.42 Unrealized -3.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $435 Shares 3,079 Est. Cost $117.50 Unrealized 0.0%
APARTMENT INCOME REIT CORP 0.2%
Value ($000) $433 Shares 10,417 Est. Cost $54.66 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $432 Shares 7,743 Est. Cost $57.42 Unrealized 0.0%
INVH INVITATION HOMES INC 0.2%
Value ($000) $428 Shares 12,041 Est. Cost $36.05 Unrealized -6.8%
IBN ICICI BANK LIMITED 0.2%
Value ($000) $422 Shares 23,778 Est. Cost $17.75 Unrealized
BA BOEING CO 0.2%
Value ($000) $415 Shares 3,039 Est. Cost $147.52 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.2%
Value ($000) $413 Shares 29,388 Est. Cost $14.05 Unrealized
SAN BANCO SANTANDER S.A. 0.2%
Value ($000) $408 Shares 145,740 Est. Cost $2.80 Unrealized
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $408 Shares 1,549 Est. Cost $291.56 Unrealized -10.0%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $406 Shares 6,376 Est. Cost $47.56 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.2%
Value ($000) $403 Shares 16,700 Est. Cost $24.13 Unrealized
AMH AMERICAN HOMES 4 RENT 0.2%
Value ($000) $393 Shares 11,093 Est. Cost $43.65 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $387 Shares 8,401 Est. Cost $58.09 Unrealized
HEALTHCARE RLTY TR 0.2%
Value ($000) $382 Shares 14,029 Est. Cost $31.65 Unrealized
CSR CENTERSPACE 0.2%
Value ($000) $380 Shares 4,611 Est. Cost $111.71 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $373 Shares 5,338 Est. Cost $86.55 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.2%
Value ($000) $370 Shares 23,034 Est. Cost $16.06 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.2%
Value ($000) $369 Shares 3,817 Est. Cost $103.82 Unrealized -8.1%
SMFG SUMITOMO MITSUI FINL GROUP I 0.2%
Value ($000) $367 Shares 62,126 Est. Cost $5.91 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $352 Shares 4,296 Est. Cost $80.94 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $344 Shares 5,222 Est. Cost $64.85 Unrealized +0.5%
BIDU BAIDU INC 0.1%
Value ($000) $341 Shares 2,294 Est. Cost $148.65 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $336 Shares 16,438 Est. Cost $26.55 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $335 Shares 1,048 Est. Cost $329.05 Unrealized -3.5%
LYG LLOYDS BANKING GROUP PLC 0.1%
Value ($000) $334 Shares 163,507 Est. Cost $2.04 Unrealized
EQNR EQUINOR ASA 0.1%
Value ($000) $320 Shares 9,207 Est. Cost $34.76 Unrealized
PUK PRUDENTIAL PLC 0.1%
Value ($000) $309 Shares 12,301 Est. Cost $25.12 Unrealized
ING ING GROEP N.V. 0.1%
Value ($000) $306 Shares 30,880 Est. Cost $9.91 Unrealized
NTES NETEASE INC 0.1%
Value ($000) $301 Shares 3,222 Est. Cost $93.42 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $301 Shares 1,014 Est. Cost $283.57 Unrealized 0.0%
MNDY MONDAY COM LTD 0.1%
Value ($000) $294 Shares 2,850 Est. Cost $239.69 Unrealized -49.3%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $283 Shares 1,661 Est. Cost $167.31 Unrealized -5.2%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $276 Shares 61,100 Est. Cost $4.52 Unrealized
CUBE CUBESMART 0.1%
Value ($000) $266 Shares 6,164 Est. Cost $57.37 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $261 Shares 5,026 Est. Cost $49.12 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $254 Shares 753 Est. Cost $394.19 Unrealized -12.3%
CITY OFFICE REIT INC 0.1%
Value ($000) $253 Shares 19,522 Est. Cost $17.68 Unrealized
EWY ISHARES INC 0.1%
Value ($000) $250 Shares 4,300 Est. Cost $77.78 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $242 Shares 3,932 Est. Cost $91.37 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $239 Shares 2,574 Est. Cost $44.16 Unrealized -1.5%
CRH PLC 0.1%
Value ($000) $239 Shares 6,868 Est. Cost $34.80 Unrealized
PSTL POSTAL REALTY TRUST INC 0.1%
Value ($000) $226 Shares 15,137 Est. Cost $19.80 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.1%
Value ($000) $212 Shares 4,806 Est. Cost $59.87 Unrealized
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $206 Shares 3,186 Est. Cost $71.93 Unrealized -10.1%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $204 Shares 3,000 Est. Cost $71.18 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $202 Shares 1,200 Est. Cost $170.95 Unrealized
ADC AGREE RLTY CORP 0.1%
Value ($000) $201 Shares 2,778 Est. Cost $72.35 Unrealized
PARAMOUNT GROUP INC 0.1%
Value ($000) $193 Shares 26,455 Est. Cost $7.30 Unrealized
AIV APARTMENT INVT & MGMT CO 0.1%
Value ($000) $175 Shares 27,315 Est. Cost $7.68 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $89 Shares 18,143 Est. Cost $7.07 Unrealized -25.5%
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $85 Shares 20,000 Est. Cost $6.77 Unrealized -12.7%
SUNDIAL GROWERS INC 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.60 Unrealized