Bradley & Co. Private Wealth Management, LLC Diversified Active

CIK: 0001861678 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 25, 2022

Total Value ($000): $90,754 (100.0% shares, 0.0% debt)

Holdings (189)

AAPL APPLE INC 10.0%
Value ($000) $9,063 Shares 66,289 Est. Cost $125.06 Unrealized +18.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 7.5%
Value ($000) $6,768 Shares 24,788 Est. Cost $245.39 Unrealized +27.8%
MSFT MICROSOFT CORP 7.0%
Value ($000) $6,348 Shares 24,720 Est. Cost $223.43 Unrealized +17.9%
COST COSTCO WHSL CORP NEW 6.7%
Value ($000) $6,038 Shares 12,598 Est. Cost $331.83 Unrealized +46.1%
GOOG ALPHABET INC 6.6%
Value ($000) $6,018 Shares 2,751 Est. Cost $99.16 Unrealized +18.3%
SBUX STARBUCKS CORP 5.8%
Value ($000) $5,246 Shares 68,672 Est. Cost $92.64 Unrealized -24.0%
JPM JPMORGAN CHASE & CO 5.2%
Value ($000) $4,728 Shares 41,986 Est. Cost $128.62 Unrealized -12.1%
AMZN AMAZON COM INC 5.1%
Value ($000) $4,672 Shares 43,986 Est. Cost $126.76 Unrealized -1.3%
TSLA TESLA INC 4.9%
Value ($000) $4,443 Shares 6,598 Est. Cost $255.14 Unrealized +7.0%
DIS DISNEY WALT CO 4.7%
Value ($000) $4,275 Shares 45,290 Est. Cost $172.10 Unrealized -37.0%
VTI VANGUARD INDEX FDS 4.3%
Value ($000) $3,921 Shares 20,789 Est. Cost $208.70 Unrealized
NKE NIKE INC 2.4%
Value ($000) $2,222 Shares 21,743 Est. Cost $111.53 Unrealized -0.2%
ITOT ISHARES TR 2.3%
Value ($000) $2,123 Shares 25,334 Est. Cost $91.25 Unrealized
STIP ISHARES TR 2.1%
Value ($000) $1,917 Shares 18,900 Est. Cost $102.55 Unrealized
GOOGL ALPHABET INC 1.7%
Value ($000) $1,569 Shares 720 Est. Cost $97.95 Unrealized +19.3%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $1,268 Shares 9,151 Est. Cost $124.36 Unrealized +26.7%
IBDU ISHARES TR 1.2%
Value ($000) $1,113 Shares 48,687 Est. Cost $25.84 Unrealized
IBDT ISHARES TR 1.2%
Value ($000) $1,105 Shares 44,247 Est. Cost $27.99 Unrealized
FDX FEDEX CORP 1.1%
Value ($000) $961 Shares 4,236 Est. Cost $234.19 Unrealized -16.0%
ISHARES TR 1.1%
Value ($000) $957 Shares 38,757 Est. Cost $26.82 Unrealized
IBDS ISHARES TR 1.0%
Value ($000) $921 Shares 38,603 Est. Cost $26.71 Unrealized
IBDV ISHARES TR 1.0%
Value ($000) $887 Shares 41,454 Est. Cost $24.17 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $825 Shares 33,932 Est. Cost $25.79 Unrealized
CRM SALESFORCE INC 0.8%
Value ($000) $683 Shares 4,138 Est. Cost $220.08 Unrealized -20.7%
IAU ISHARES GOLD TR 0.8%
Value ($000) $682 Shares 19,878 Est. Cost $33.71 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $627 Shares 3,724 Est. Cost $160.31 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $608 Shares 3,771 Est. Cost $267.39 Unrealized -28.4%
KO COCA COLA CO 0.6%
Value ($000) $580 Shares 9,223 Est. Cost $43.39 Unrealized +30.8%
LUV SOUTHWEST AIRLS CO 0.5%
Value ($000) $461 Shares 12,769 Est. Cost $49.06 Unrealized -18.5%
CDNA CAREDX INC 0.5%
Value ($000) $424 Shares 19,751 Est. Cost $77.64 Unrealized -64.3%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $338 Shares 6,763 Est. Cost $60.62 Unrealized
IWV ISHARES TR 0.4%
Value ($000) $338 Shares 1,557 Est. Cost $236.99 Unrealized
ISHARES TR 0.4%
Value ($000) $338 Shares 13,670 Est. Cost $26.33 Unrealized
ISHARES TR 0.4%
Value ($000) $323 Shares 12,865 Est. Cost $26.10 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $322 Shares 850 Est. Cost $378.82 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $310 Shares 14,942 Est. Cost $21.18 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $294 Shares 3,790 Est. Cost $69.89 Unrealized -1.5%
AGG ISHARES TR 0.3%
Value ($000) $278 Shares 2,729 Est. Cost $114.29 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $270 Shares 2,371 Est. Cost $125.89 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $230 Shares 11,850 Est. Cost $19.41 Unrealized
JACOBS ENGR GROUP INC 0.3%
Value ($000) $229 Shares 1,805 Est. Cost $129.26 Unrealized
BCS BARCLAYS PLC 0.2%
Value ($000) $222 Shares 29,264 Est. Cost $10.10 Unrealized
CMF ISHARES TR 0.2%
Value ($000) $216 Shares 3,828 Est. Cost $62.17 Unrealized
IBDW ISHARES TR 0.2%
Value ($000) $188 Shares 9,073 Est. Cost $24.86 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $181 Shares 734 Est. Cost $192.22 Unrealized +17.8%
ISHARES TR 0.2%
Value ($000) $176 Shares 7,041 Est. Cost $25.42 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $168 Shares 2,555 Est. Cost $61.05 Unrealized +18.9%
NOW SERVICENOW INC 0.2%
Value ($000) $163 Shares 342 Est. Cost $105.57 Unrealized -9.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $161 Shares 906 Est. Cost $146.08 Unrealized +9.5%
SUSA ISHARES TR 0.2%
Value ($000) $145 Shares 1,800 Est. Cost $87.91 Unrealized
IBDR ISHARES TR 0.2%
Value ($000) $140 Shares 5,900 Est. Cost $26.07 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $140 Shares 6,665 Est. Cost $21.01 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $135 Shares 1,063 Est. Cost $132.64 Unrealized
ISHARES TR 0.1%
Value ($000) $133 Shares 5,717 Est. Cost $24.67 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $133 Shares 7,340 Est. Cost $20.77 Unrealized
ANSYS INC 0.1%
Value ($000) $130 Shares 543 Est. Cost $338.86 Unrealized
GLW CORNING INC 0.1%
Value ($000) $126 Shares 3,983 Est. Cost $33.60 Unrealized -7.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $113 Shares 790 Est. Cost $116.39 Unrealized +18.0%
WDAY WORKDAY INC 0.1%
Value ($000) $113 Shares 813 Est. Cost $247.04 Unrealized -26.5%
ISHARES TR 0.1%
Value ($000) $103 Shares 4,608 Est. Cost $25.12 Unrealized
ISHARES TR 0.1%
Value ($000) $100 Shares 4,495 Est. Cost $24.64 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $98 Shares 680 Est. Cost $159.91 Unrealized -6.9%
IEFA ISHARES TR 0.1%
Value ($000) $95 Shares 1,617 Est. Cost $72.36 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $93 Shares 4,218 Est. Cost $23.23 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $89 Shares 4,064 Est. Cost $24.61 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $89 Shares 3,884 Est. Cost $25.31 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $84 Shares 3,866 Est. Cost $24.99 Unrealized
TILE INTERFACE INC 0.1%
Value ($000) $83 Shares 6,623 Est. Cost $14.39 Unrealized -7.9%
LAB STANDARD BIOTOOLS INC 0.1%
Value ($000) $80 Shares 50,000 Est. Cost $5.49 Unrealized -55.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $76 Shares 506 Est. Cost $166.01 Unrealized
EWUS ISHARES TR 0.1%
Value ($000) $72 Shares 2,285 Est. Cost $45.60 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $72 Shares 610 Est. Cost $129.51 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $68 Shares 846 Est. Cost $69.98 Unrealized +2.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $67 Shares 867 Est. Cost $51.03 Unrealized +27.3%
IEF ISHARES TR 0.1%
Value ($000) $66 Shares 643 Est. Cost $113.53 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $64 Shares 366 Est. Cost $176.65 Unrealized -5.9%
NACP IMPACT SHS TR I 0.1%
Value ($000) $64 Shares 2,320 Est. Cost $32.76 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $63 Shares 284 Est. Cost $257.04 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $58 Shares 824 Est. Cost $251.93 Unrealized -65.6%
V VISA INC 0.1%
Value ($000) $56 Shares 284 Est. Cost $201.06 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $50 Shares 522 Est. Cost $69.62 Unrealized +27.2%
LQD ISHARES TR 0.1%
Value ($000) $48 Shares 433 Est. Cost $128.46 Unrealized
INCY INCYTE CORP 0.1%
Value ($000) $46 Shares 610 Est. Cost $85.35 Unrealized -11.0%
BSJS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $46 Shares 2,190 Est. Cost $21.00 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $46 Shares 320 Est. Cost $83.52 Unrealized +70.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $43 Shares 220 Est. Cost $222.73 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $43 Shares 194 Est. Cost $153.52 Unrealized +39.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $43 Shares 305 Est. Cost $98.90 Unrealized +18.8%
NFLX NETFLIX INC 0.0%
Value ($000) $43 Shares 247 Est. Cost $49.77 Unrealized -55.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $42 Shares 150 Est. Cost $320.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $41 Shares 1,300 Est. Cost $51.24 Unrealized -29.4%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 200 Est. Cost $275.00 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $38 Shares 1,143 Est. Cost $38.15 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $36 Shares 506 Est. Cost $77.08 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $36 Shares 70 Est. Cost $319.66 Unrealized +47.4%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $35 Shares 388 Est. Cost $91.30 Unrealized -1.6%
EWU ISHARES TR 0.0%
Value ($000) $34 Shares 1,150 Est. Cost $31.30 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $34 Shares 422 Est. Cost $99.53 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $33 Shares 181 Est. Cost $378.89 Unrealized -32.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 130 Est. Cost $169.70 Unrealized +31.7%
ABBV ABBVIE INC 0.0%
Value ($000) $27 Shares 177 Est. Cost $109.08 Unrealized +22.9%
IJR ISHARES TR 0.0%
Value ($000) $27 Shares 290 Est. Cost $106.90 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $25 Shares 109 Est. Cost $293.58 Unrealized
ISHARES TR 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.40 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $24 Shares 88 Est. Cost $327.54 Unrealized -2.2%
IYJ ISHARES TR 0.0%
Value ($000) $23 Shares 262 Est. Cost $106.87 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $23 Shares 212 Est. Cost $95.38 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $22 Shares 445 Est. Cost $41.07 Unrealized -2.3%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $21 Shares 221 Est. Cost $131.22 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $21 Shares 534 Est. Cost $31.62 Unrealized +26.4%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $20 Shares 975 Est. Cost $22.13 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $20 Shares 83 Est. Cost $234.34 Unrealized +7.5%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $20 Shares 119 Est. Cost $143.46 Unrealized +4.7%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $19 Shares 424 Est. Cost $46.45 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $19 Shares 80 Est. Cost $250.00 Unrealized
ARAVIVE INC 0.0%
Value ($000) $18 Shares 18,339 Est. Cost $1.91 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $18 Shares 274 Est. Cost $90.56 Unrealized -22.9%
HD HOME DEPOT INC 0.0%
Value ($000) $18 Shares 66 Est. Cost $250.39 Unrealized +7.4%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $17 Shares 91 Est. Cost $175.82 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $17 Shares 105 Est. Cost $149.80 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $17 Shares 329 Est. Cost $28.04 Unrealized +49.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $16 Shares 460 Est. Cost $36.44 Unrealized +2.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $16 Shares 230 Est. Cost $60.74 Unrealized +14.3%
BA BOEING CO 0.0%
Value ($000) $15 Shares 111 Est. Cost $222.27 Unrealized -33.6%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $15 Shares 100 Est. Cost $160.00 Unrealized
MMM 3M CO 0.0%
Value ($000) $15 Shares 117 Est. Cost $125.09 Unrealized -15.9%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $14 Shares 332 Est. Cost $136.88 Unrealized -60.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $112.12 Unrealized +13.2%
USB US BANCORP DEL 0.0%
Value ($000) $12 Shares 263 Est. Cost $40.70 Unrealized +3.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $10 Shares 35 Est. Cost $276.90 Unrealized +2.4%
PARAMOUNT GLOBAL 0.0%
Value ($000) $10 Shares 386 Est. Cost $25.91 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $10 Shares 212 Est. Cost $40.78 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $10 Shares 280 Est. Cost $23.71 Unrealized +61.5%
T AT&T INC 0.0%
Value ($000) $10 Shares 482 Est. Cost $16.30 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $58.60 Unrealized +64.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $9 Shares 94 Est. Cost $67.80 Unrealized +30.5%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $9 Shares 27 Est. Cost $370.37 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $8 Shares 250 Est. Cost $37.18 Unrealized -4.4%
BLACKROCK RES & COMMODITIES 0.0%
Value ($000) $8 Shares 848 Est. Cost $9.43 Unrealized
ALXO ALX ONCOLOGY HLDGS INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $10.89 Unrealized 0.0%
MARA MARATHON DIGITAL HOLDINGS IN 0.0%
Value ($000) $7 Shares 1,269 Est. Cost $25.99 Unrealized -48.5%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $7 Shares 99 Est. Cost $116.28 Unrealized -29.7%
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $7 Shares 46 Est. Cost $173.91 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $6 Shares 13 Est. Cost $397.88 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $43.31 Unrealized +1.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $5 Shares 22 Est. Cost $202.51 Unrealized 0.0%
HYG ISHARES TR 0.0%
Value ($000) $5 Shares 62 Est. Cost $87.28 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $228.42 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $5 Shares 60 Est. Cost $79.58 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $49.78 Unrealized +15.0%
MRK MERCK & CO INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $79.21 Unrealized 0.0%
MTB M & T BK CORP 0.0%
Value ($000) $4 Shares 22 Est. Cost $149.08 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $4 Shares 26 Est. Cost $147.93 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $4 Shares 44 Est. Cost $58.48 Unrealized +18.6%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 370 Est. Cost $10.31 Unrealized +0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $153.35 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $4 Shares 44 Est. Cost $80.94 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $3 Shares 24 Est. Cost $170.18 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 14 Est. Cost $228.40 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $54.09 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $3 Shares 23 Est. Cost $129.06 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $3 Shares 26 Est. Cost $120.31 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $3 Shares 86 Est. Cost $38.36 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $3 Shares 65 Est. Cost $42.82 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $182.99 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $3 Shares 8 Est. Cost $404.46 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $151.71 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $3 Shares 71 Est. Cost $40.06 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $86.63 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $218.58 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $48.83 Unrealized -10.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $64.35 Unrealized 0.0%
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $116.59 Unrealized -37.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $114.77 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $21.59 Unrealized -46.1%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 63 Est. Cost $26.43 Unrealized -14.6%
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 198 Est. Cost $5.05 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $41.65 Unrealized +25.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.50 Unrealized +17.2%
UA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 139 Est. Cost $17.58 Unrealized -36.0%
GALT GALECTIN THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.24 Unrealized -35.8%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $93.83 Unrealized -6.8%
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $6.45 Unrealized -78.3%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $13.32 Unrealized -30.3%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $159.27 Unrealized -18.3%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $52.44 Unrealized -74.5%
NIO NIO INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $6.62 Unrealized +2.2%