Cladis Investment Advisory, LLC Diversified Active

Location: Billings, MT

CIK: 0001911520 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Oct 9, 2024

Total Value: $150M

Holdings (198)

AAPL APPLE INC 5.9%
Value $8.925M Shares 65,278 Est. Cost $154.71 Unrealized -3.9%
AAPL APPLE INC 5.7%
Value $8.515M Shares 62,278 Est. Cost $154.71 Unrealized -3.9%
BMY BRISTOL MYERS SQUIBB CO 1.6%
Value $2.415M Shares 31,368 Est. Cost $49.23 Unrealized +32.0%
MSFT MICROSOFT CORP 1.6%
Value $2.409M Shares 9,378 Est. Cost $313.41 Unrealized -15.9%
LLY LILLY ELI & CO 1.5%
Value $2.292M Shares 7,070 Est. Cost $243.85 Unrealized +19.3%
PFE PFIZER INC 1.5%
Value $2.285M Shares 43,581 Est. Cost $40.23 Unrealized +4.4%
MSFT MICROSOFT CORP 1.5%
Value $2.229M Shares 8,678 Est. Cost $313.41 Unrealized -15.9%
DADA NEXUS LTD 1.5%
Value $2.208M Shares 272,300 Est. Cost $10.39 Unrealized
MDU MDU RES GROUP INC 1.5%
Value $2.195M Shares 81,343 Est. Cost $9.99 Unrealized -8.4%
BMY BRISTOL MYERS SQUIBB CO 1.4%
Value $2.107M Shares 27,368 Est. Cost $49.23 Unrealized +32.0%
PFE PFIZER INC 1.3%
Value $2.023M Shares 38,581 Est. Cost $40.23 Unrealized +4.4%
LLY LILLY ELI & CO 1.3%
Value $1.968M Shares 6,070 Est. Cost $243.85 Unrealized +19.3%
DADA NEXUS LTD 1.3%
Value $1.965M Shares 242,300 Est. Cost $10.39 Unrealized
NEE NEXTERA ENERGY INC 1.3%
Value $1.96M Shares 25,300 Est. Cost $77.14 Unrealized -10.8%
NEE NEXTERA ENERGY INC 1.3%
Value $1.96M Shares 25,300 Est. Cost $77.14 Unrealized -10.8%
MDU MDU RES GROUP INC 1.3%
Value $1.926M Shares 71,343 Est. Cost $9.99 Unrealized -8.4%
GE GENERAL ELECTRIC CO 1.1%
Value $1.723M Shares 27,062 Est. Cost $61.56 Unrealized -22.7%
AMZN AMAZON COM INC 1.1%
Value $1.69M Shares 15,915 Est. Cost $127.16 Unrealized -1.6%
CVS CVS HEALTH CORP 1.1%
Value $1.675M Shares 18,073 Est. Cost $82.26 Unrealized +4.4%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value $1.614M Shares 11,430 Est. Cost $107.24 Unrealized +9.6%
BA BOEING CO 1.0%
Value $1.572M Shares 11,500 Est. Cost $197.00 Unrealized -25.1%
GE GENERAL ELECTRIC CO 1.0%
Value $1.532M Shares 24,062 Est. Cost $61.56 Unrealized -22.7%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value $1.526M Shares 30,068 Est. Cost $40.38 Unrealized -0.7%
KHC KRAFT HEINZ CO 1.0%
Value $1.488M Shares 39,016 Est. Cost $29.52 Unrealized +13.7%
DIS DISNEY WALT CO 1.0%
Value $1.458M Shares 15,447 Est. Cost $139.00 Unrealized -22.0%
XOM EXXON MOBIL CORP 1.0%
Value $1.435M Shares 16,762 Est. Cost $54.89 Unrealized +45.0%
BABA ALIBABA GRP HLDG LTD 0.9%
Value $1.411M Shares 12,415 Est. Cost $117.82 Unrealized
T AT&T INC 0.9%
Value $1.398M Shares 66,714 Est. Cost $14.67 Unrealized +11.1%
KHC KRAFT HEINZ CO 0.9%
Value $1.374M Shares 36,016 Est. Cost $29.52 Unrealized +13.7%
AMZN AMAZON COM INC 0.9%
Value $1.372M Shares 12,915 Est. Cost $127.16 Unrealized -1.6%
GBCI GLACIER BANCORP INC NEW 0.9%
Value $1.371M Shares 28,905 Est. Cost $49.57 Unrealized -15.7%
KD KYNDRYL HLDGS INC 0.9%
Value $1.354M Shares 138,480 Est. Cost $17.53 Unrealized -33.6%
T AT&T INC 0.9%
Value $1.314M Shares 62,714 Est. Cost $14.67 Unrealized +11.1%
XOM EXXON MOBIL CORP 0.9%
Value $1.307M Shares 15,262 Est. Cost $54.89 Unrealized +45.0%
BA BOEING CO 0.8%
Value $1.272M Shares 9,300 Est. Cost $197.00 Unrealized -25.1%
F FORD MTR CO DEL 0.8%
Value $1.205M Shares 108,277 Est. Cost $14.00 Unrealized -24.7%
FIBK FIRST INTST BANCSYSTEM INC 0.8%
Value $1.155M Shares 30,318 Est. Cost $32.08 Unrealized -12.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value $1.118M Shares 2,177 Est. Cost $422.19 Unrealized +11.6%
UNH UNITEDHEALTH GROUP INC 0.7%
Value $1.118M Shares 2,177 Est. Cost $422.19 Unrealized +11.6%
KD KYNDRYL HLDGS INC 0.7%
Value $1.11M Shares 113,480 Est. Cost $17.53 Unrealized -33.6%
CPK CHESAPEAKE UTILS CORP 0.7%
Value $1.036M Shares 8,000 Est. Cost $122.43 Unrealized -1.2%
CPK CHESAPEAKE UTILS CORP 0.7%
Value $1.036M Shares 8,000 Est. Cost $122.43 Unrealized -1.2%
CLF CLEVELAND-CLIFFS INC NEW 0.7%
Value $1.022M Shares 66,500 Est. Cost $21.54 Unrealized +11.0%
XLK SELECT SECTOR SPDR TR 0.7%
Value $1.019M Shares 8,020 Est. Cost $173.27 Unrealized
DIS DISNEY WALT CO 0.7%
Value $986K Shares 10,447 Est. Cost $139.00 Unrealized -22.0%
HON HONEYWELL INTL INC 0.6%
Value $973K Shares 5,600 Est. Cost $184.02 Unrealized -9.6%
FIBK FIRST INTST BANCSYSTEM INC 0.6%
Value $965K Shares 25,318 Est. Cost $32.08 Unrealized -12.2%
CAT CATERPILLAR INC 0.6%
Value $953K Shares 5,333 Est. Cost $188.61 Unrealized +4.6%
NVIDIA CORPORATION 0.6%
Value $942K Shares 6,215 Est. Cost $258.19 Unrealized
MRK MERCK & CO INC 0.6%
Value $933K Shares 10,233 Est. Cost $69.99 Unrealized +13.2%
HON HONEYWELL INTL INC 0.6%
Value $921K Shares 5,300 Est. Cost $184.02 Unrealized -9.6%
QQQ INVESCO QQQ TR 0.6%
Value $893K Shares 3,187 Est. Cost $397.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $877K Shares 3,214 Est. Cost $286.41 Unrealized +9.5%
CLF CLEVELAND-CLIFFS INC NEW 0.6%
Value $838K Shares 54,500 Est. Cost $21.54 Unrealized +11.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value $818K Shares 10,000 Est. Cost $120.30 Unrealized
CAT CATERPILLAR INC 0.5%
Value $775K Shares 4,333 Est. Cost $188.61 Unrealized +4.6%
JPM JPMORGAN CHASE & CO 0.5%
Value $748K Shares 6,643 Est. Cost $143.88 Unrealized -21.5%
JOHNSON & JOHNSON 0.5%
Value $740K Shares 4,167 Est. Cost $177.25 Unrealized
INTC INTEL CORP 0.5%
Value $733K Shares 19,594 Est. Cost $47.01 Unrealized -13.6%
MP MP MATERIALS CORP 0.5%
Value $730K Shares 22,760 Est. Cost $39.42 Unrealized +2.4%
PYPL PAYPAL HLDGS INC 0.5%
Value $730K Shares 10,450 Est. Cost $140.32 Unrealized -38.3%
3M CO 0.5%
Value $719K Shares 5,555 Est. Cost $144.34 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.5%
Value $706K Shares 9,226 Est. Cost $126.88 Unrealized -26.2%
XLE SELECT SECTOR SPDR TR 0.5%
Value $698K Shares 9,755 Est. Cost $55.47 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value $683K Shares 4,753 Est. Cost $136.20 Unrealized +0.8%
PEP PEPSICO INC 0.4%
Value $667K Shares 4,000 Est. Cost $143.45 Unrealized +4.4%
VFH VANGUARD WORLD FDS 0.4%
Value $655K Shares 8,484 Est. Cost $96.53 Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value $653K Shares 16,669 Est. Cost $45.16 Unrealized -11.5%
GIS GENERAL MLS INC 0.4%
Value $648K Shares 8,590 Est. Cost $55.87 Unrealized +10.7%
VTRS VIATRIS INC 0.4%
Value $646K Shares 61,688 Est. Cost $10.80 Unrealized -14.0%
HD HOME DEPOT INC 0.4%
Value $644K Shares 2,348 Est. Cost $343.18 Unrealized -21.6%
INTC INTEL CORP 0.4%
Value $639K Shares 17,094 Est. Cost $47.01 Unrealized -13.6%
IP INTERNATIONAL PAPER CO 0.4%
Value $636K Shares 15,200 Est. Cost $40.85 Unrealized -3.8%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $629K Shares 8,226 Est. Cost $126.88 Unrealized -26.2%
ACCELERATE DIAGNOSTICS INC 0.4%
Value $619K Shares 623,500 Est. Cost $3.62 Unrealized
TXN TEXAS INSTRS INC 0.4%
Value $615K Shares 4,000 Est. Cost $170.14 Unrealized -11.3%
TXN TEXAS INSTRS INC 0.4%
Value $615K Shares 4,000 Est. Cost $170.14 Unrealized -11.3%
XLC SELECT SECTOR SPDR TR 0.4%
Value $611K Shares 11,265 Est. Cost $77.27 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value $599K Shares 4,135 Est. Cost $102.68 Unrealized +39.0%
JPM JPMORGAN CHASE & CO 0.4%
Value $579K Shares 5,143 Est. Cost $143.88 Unrealized -21.5%
ACCELERATE DIAGNOSTICS INC 0.4%
Value $579K Shares 583,500 Est. Cost $3.62 Unrealized
ARKK ARK ETF TR 0.4%
Value $572K Shares 14,340 Est. Cost $61.15 Unrealized
PSX PHILLIPS 66 0.4%
Value $571K Shares 6,969 Est. Cost $64.72 Unrealized +25.1%
PSX PHILLIPS 66 0.4%
Value $571K Shares 6,969 Est. Cost $64.72 Unrealized +25.1%
GOOG ALPHABET INC 0.4%
Value $571K Shares 261 Est. Cost $140.85 Unrealized -16.7%
FDX FEDEX CORP 0.4%
Value $567K Shares 2,500 Est. Cost $219.91 Unrealized -10.5%
3M CO 0.4%
Value $564K Shares 4,355 Est. Cost $144.34 Unrealized
JOHNSON & JOHNSON 0.4%
Value $562K Shares 3,167 Est. Cost $177.25 Unrealized
KO COCA COLA CO 0.4%
Value $546K Shares 8,685 Est. Cost $50.11 Unrealized +13.3%
GIS GENERAL MLS INC 0.4%
Value $535K Shares 7,090 Est. Cost $55.87 Unrealized +10.7%
AMGN AMGEN INC 0.4%
Value $527K Shares 2,165 Est. Cost $185.15 Unrealized +18.1%
PYPL PAYPAL HLDGS INC 0.3%
Value $520K Shares 7,450 Est. Cost $140.32 Unrealized -38.3%
COST COSTCO WHSL CORP NEW 0.3%
Value $520K Shares 1,085 Est. Cost $487.98 Unrealized -0.6%
PG PROCTER AND GAMBLE CO 0.3%
Value $511K Shares 3,553 Est. Cost $136.20 Unrealized +0.8%
IP INTERNATIONAL PAPER CO 0.3%
Value $510K Shares 12,200 Est. Cost $40.85 Unrealized -3.8%
WFC WELLS FARGO CO NEW 0.3%
Value $496K Shares 12,669 Est. Cost $45.16 Unrealized -11.5%
PRGO PERRIGO CO PLC 0.3%
Value $487K Shares 12,000 Est. Cost $40.82 Unrealized -9.0%
CVX CHEVRON CORP NEW 0.3%
Value $483K Shares 3,335 Est. Cost $102.68 Unrealized +39.0%
MCD MCDONALDS CORP 0.3%
Value $481K Shares 1,950 Est. Cost $229.13 Unrealized -1.2%
NOW SERVICENOW INC 0.3%
Value $476K Shares 1,000 Est. Cost $129.49 Unrealized -26.4%
BX BLACKSTONE INC 0.3%
Value $465K Shares 5,100 Est. Cost $96.09 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.3%
Value $453K Shares 1,201 Est. Cost $474.60 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value $450K Shares 3,413 Est. Cost $60.90 Unrealized
COP CONOCOPHILLIPS 0.3%
Value $446K Shares 4,968 Est. Cost $67.31 Unrealized +33.6%
XLU SELECT SECTOR SPDR TR 0.3%
Value $435K Shares 6,204 Est. Cost $71.59 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $434K Shares 10,400 Est. Cost $33.96 Unrealized +13.2%
MO ALTRIA GROUP INC 0.3%
Value $434K Shares 10,400 Est. Cost $33.96 Unrealized +13.2%
GM GENERAL MTRS CO 0.3%
Value $431K Shares 13,578 Est. Cost $56.36 Unrealized -35.8%
SNOW SNOWFLAKE INC 0.3%
Value $431K Shares 3,100 Est. Cost $189.08 Unrealized -16.2%
GM GENERAL MTRS CO 0.3%
Value $431K Shares 13,578 Est. Cost $56.36 Unrealized -35.8%
RVTY PERKINELMER INC 0.3%
Value $427K Shares 3,000 Est. Cost $179.04 Unrealized -17.0%
RVTY PERKINELMER INC 0.3%
Value $427K Shares 3,000 Est. Cost $179.04 Unrealized -17.0%
HD HOME DEPOT INC 0.3%
Value $425K Shares 1,548 Est. Cost $343.18 Unrealized -21.6%
XLF SELECT SECTOR SPDR TR 0.3%
Value $417K Shares 13,260 Est. Cost $38.87 Unrealized
BUD ANHEUSER BUSH INBEV SA/NV 0.3%
Value $413K Shares 7,650 Est. Cost $60.56 Unrealized
AMGN AMGEN INC 0.3%
Value $405K Shares 1,665 Est. Cost $185.15 Unrealized +18.1%
DFUS DIMENSIONAL ETF TRUST 0.3%
Value $403K Shares 9,883 Est. Cost $51.70 Unrealized
BAC BK OF AMERICA CORP 0.3%
Value $394K Shares 12,656 Est. Cost $41.02 Unrealized -20.2%
WBD WARNER BROS DISCOVERY INC 0.3%
Value $392K Shares 29,215 Est. Cost $18.55 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.3%
Value $391K Shares 3,675 Est. Cost $65.12 Unrealized +62.6%
XOP SPDR SER TR 0.3%
Value $385K Shares 3,224 Est. Cost $95.98 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.3%
Value $380K Shares 7,917 Est. Cost $60.00 Unrealized
PRGO PERRIGO CO PLC 0.2%
Value $365K Shares 9,000 Est. Cost $40.82 Unrealized -9.0%
MCD MCDONALDS CORP 0.2%
Value $358K Shares 1,450 Est. Cost $229.13 Unrealized -1.2%
SO SOUTHERN CO 0.2%
Value $357K Shares 5,000 Est. Cost $54.72 Unrealized +17.5%
COP CONOCOPHILLIPS 0.2%
Value $356K Shares 3,968 Est. Cost $67.31 Unrealized +33.6%
META META PLATFORMS INC 0.2%
Value $355K Shares 2,200 Est. Cost $329.69 Unrealized -41.9%
SAM BOSTON BEER INC 0.2%
Value $348K Shares 1,150 Est. Cost $466.87 Unrealized -25.5%
LUMN LUMEN TECHNOLOGIES INC 0.2%
Value $340K Shares 31,207 Est. Cost $11.69 Unrealized -7.4%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $337K Shares 2,000 Est. Cost $240.75 Unrealized -24.8%
GLAXOSMITHKLINE PLC 0.2%
Value $335K Shares 7,700 Est. Cost $44.04 Unrealized
GLAXOSMITHKLINE PLC 0.2%
Value $335K Shares 7,700 Est. Cost $44.04 Unrealized
DUK DUKE ENERGY CORP COM NEW 0.2%
Value $335K Shares 3,124 Est. Cost $87.21 Unrealized +9.4%
SWEDISH EXPT CR CORP 0.2%
Value $327K Shares 35,000 Est. Cost $8.66 Unrealized
WMT WALMART INC 0.2%
Value $323K Shares 2,658 Est. Cost $44.93 Unrealized -2.0%
PIONEER NAT RES CO 0.2%
Value $312K Shares 1,400 Est. Cost $250.03 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value $312K Shares 7,950 Est. Cost $46.14 Unrealized -16.9%
PIONEER NAT RES CO 0.2%
Value $312K Shares 1,400 Est. Cost $250.03 Unrealized
PARAMOUNT GLOBAL 0.2%
Value $307K Shares 12,450 Est. Cost $33.07 Unrealized
TGT TARGET CORP 0.2%
Value $303K Shares 2,144 Est. Cost $214.19 Unrealized -20.5%
CSCO CISCO SYS INC 0.2%
Value $300K Shares 7,027 Est. Cost $49.98 Unrealized -14.3%
CSCO CISCO SYS INC 0.2%
Value $300K Shares 7,027 Est. Cost $49.98 Unrealized -14.3%
WTW WILLIS TOWERS WATSON PLC LTD 0.2%
Value $298K Shares 1,510 Est. Cost $223.66 Unrealized -8.8%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value $288K Shares 3,000 Est. Cost $72.48 Unrealized +19.5%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value $288K Shares 3,000 Est. Cost $72.48 Unrealized +19.5%
SHOP SHOPIFY INC 0.2%
Value $287K Shares 9,200 Est. Cost $44.01 Unrealized -3.0%
MEG MONTROSE ENVIRONMENTAL GROUP 0.2%
Value $284K Shares 8,400 Est. Cost $66.52 Unrealized -37.1%
VANGUARD INDEX FDS 0.2%
Value $277K Shares 1,245 Est. Cost $287.60 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value $277K Shares 1,190 Est. Cost $212.48 Unrealized +7.5%
VANGUARD INDEX FDS 0.2%
Value $277K Shares 1,245 Est. Cost $287.60 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value $266K Shares 4,782 Est. Cost $29.39 Unrealized -13.8%
SIO GENE THERAPIES INC 0.2%
Value $265K Shares 737,000 Est. Cost $1.17 Unrealized
SIO GENE THERAPIES INC 0.2%
Value $265K Shares 737,000 Est. Cost $1.17 Unrealized
DOW DOW INC 0.2%
Value $259K Shares 5,015 Est. Cost $45.69 Unrealized +13.4%
IEP ICAHN ENTERPRISES LP 0.2%
Value $257K Shares 5,350 Est. Cost $49.36 Unrealized
IEP ICAHN ENTERPRISES LP 0.2%
Value $257K Shares 5,350 Est. Cost $49.36 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $257K Shares 2,600 Est. Cost $76.31 Unrealized +11.9%
PM PHILIP MORRIS INTL INC 0.2%
Value $257K Shares 2,600 Est. Cost $76.31 Unrealized +11.9%
SBUX STARBUCKS CORP 0.2%
Value $246K Shares 3,214 Est. Cost $96.07 Unrealized -26.7%
NOW SERVICENOW INC 0.2%
Value $238K Shares 500 Est. Cost $129.49 Unrealized -26.4%
C CITIGROUP INC 0.2%
Value $235K Shares 5,106 Est. Cost $57.18 Unrealized -23.5%
TRMB TRIMBLE INC 0.2%
Value $233K Shares 4,000 Est. Cost $85.87 Unrealized -23.5%
MEG MONTROSE ENVIRONMENTAL GROUP 0.2%
Value $233K Shares 6,900 Est. Cost $66.52 Unrealized -37.1%
TRMB TRIMBLE INC 0.2%
Value $233K Shares 4,000 Est. Cost $85.87 Unrealized -23.5%
OXY OCCIDENTAL PETE CORP 0.2%
Value $230K Shares 3,900 Est. Cost $41.76 Unrealized +39.2%
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value $229K Shares 489 Est. Cost $680.89 Unrealized -28.4%
DUK DUKE ENERGY CORP COM NEW 0.2%
Value $228K Shares 2,124 Est. Cost $87.21 Unrealized +9.4%
NKE NIKE INC 0.2%
Value $227K Shares 2,220 Est. Cost $144.81 Unrealized -23.1%
ABBV ABBVIE INC 0.2%
Value $226K Shares 1,475 Est. Cost $127.19 Unrealized +5.4%
ABBV ABBVIE INC 0.2%
Value $226K Shares 1,475 Est. Cost $127.19 Unrealized +5.4%
MET METLIFE INC 0.1%
Value $220K Shares 3,500 Est. Cost $55.38 Unrealized +7.0%
MET METLIFE INC 0.1%
Value $220K Shares 3,500 Est. Cost $55.38 Unrealized +7.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $219K Shares 1,198 Est. Cost $168.57 Unrealized -9.0%
SLB SCHLUMBERGER LTD 0.1%
Value $219K Shares 6,120 Est. Cost $28.71 Unrealized +33.4%
SLB SCHLUMBERGER LTD 0.1%
Value $219K Shares 6,120 Est. Cost $28.71 Unrealized +33.4%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value $216K Shares 8,400 Est. Cost $46.04 Unrealized -32.2%
MDLZ MONDELEZ INTL INC 0.1%
Value $212K Shares 3,415 Est. Cost $55.31 Unrealized +3.5%
MDLZ MONDELEZ INTL INC 0.1%
Value $212K Shares 3,415 Est. Cost $55.31 Unrealized +3.5%
DD DUPONT DE NEMOURS INC 0.1%
Value $210K Shares 3,782 Est. Cost $29.39 Unrealized -13.8%
DOW DOW INC 0.1%
Value $207K Shares 4,015 Est. Cost $45.69 Unrealized +13.4%
ASH ASHLAND GLOBAL HLDGS INC 0.1%
Value $206K Shares 2,000 Est. Cost $95.10 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value $205K Shares 2,210 Est. Cost $142.00 Unrealized -31.9%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value $205K Shares 2,210 Est. Cost $142.00 Unrealized -31.9%
SMH VANECK VECTORS TR ETF 0.1%
Value $204K Shares 1,000 Est. Cost $309.00 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.1%
Value $201K Shares 9,338 Est. Cost $36.85 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.1%
Value $201K Shares 9,338 Est. Cost $36.85 Unrealized
FORTRESS TRANS INFRST INVS L 0.1%
Value $193K Shares 10,000 Est. Cost $28.90 Unrealized
XTEAX ECOFIN SUSTAINABLE & SOCIAL 0.1%
Value $166K Shares 12,000 Est. Cost $13.83 Unrealized
ANNALY CAPITAL MANAGEMNT INC REIT 0.1%
Value $142K Shares 24,000 Est. Cost $7.83 Unrealized
ANNALY CAPITAL MANAGEMNT INC REIT 0.1%
Value $142K Shares 24,000 Est. Cost $7.83 Unrealized
NUVEEN CR STRATEGIES INCOME 0.1%
Value $138K Shares 26,569 Est. Cost $5.19 Unrealized
DDD 3D SYSTEMS CORP 0.1%
Value $126K Shares 13,000 Est. Cost $23.15 Unrealized -49.6%
SBSW SIBANYE STILLWATER LTD 0.1%
Value $100K Shares 10,000 Est. Cost $12.50 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value $70,000 Shares 10,000 Est. Cost $6.58 Unrealized +11.5%
NGD NEW GOLD INC CDA 0.0%
Value $21,400 Shares 20,000 Est. Cost $1.44 Unrealized -0.7%
NGD NEW GOLD INC CDA 0.0%
Value $21,000 Shares 20,000 Est. Cost $1.44 Unrealized -0.7%
ASM AVINO SILVER & GOLD MINES LTD 0.0%
Value $5,411 Shares 10,000 Est. Cost $0.89 Unrealized -18.4%
ASM AVINO SILVER & GOLD MINES LTD 0.0%
Value $5,000 Shares 10,000 Est. Cost $0.89 Unrealized -18.4%