SevenBridge Financial Group, LLC Diversified Active

CIK: 0001673954 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 20, 2023

Total Value ($000): $362,801 (100.0% shares, 0.0% debt)

Holdings (175)

AAPL APPLE INC 6.7%
Value ($000) $24,263 Shares 147,140 Est. Cost $84.21 Unrealized +72.8%
MSFT MICROSOFT CORP 4.8%
Value ($000) $17,405 Shares 60,370 Est. Cost $71.43 Unrealized +249.2%
GOOGL ALPHABET INC 2.8%
Value ($000) $10,015 Shares 96,550 Est. Cost $106.02 Unrealized -10.2%
SHY ISHARES TR 2.6%
Value ($000) $9,591 Shares 116,741 Est. Cost $81.59 Unrealized
LQD ISHARES TR 2.4%
Value ($000) $8,856 Shares 80,797 Est. Cost $104.62 Unrealized
SCHD SCHWAB STRATEGIC TR 2.3%
Value ($000) $8,257 Shares 112,863 Est. Cost $53.69 Unrealized
HSY HERSHEY CO 2.2%
Value ($000) $8,094 Shares 31,813 Est. Cost $87.71 Unrealized +147.6%
VCIT VANGUARD SCOTTSDALE FDS 2.1%
Value ($000) $7,555 Shares 94,182 Est. Cost $75.68 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $7,115 Shares 45,906 Est. Cost $104.76 Unrealized +41.2%
PEP PEPSICO INC 2.0%
Value ($000) $7,107 Shares 38,983 Est. Cost $93.29 Unrealized +70.1%
AMZN AMAZON COM INC 1.8%
Value ($000) $6,577 Shares 63,671 Est. Cost $121.60 Unrealized -20.5%
IGSB ISHARES TR 1.7%
Value ($000) $6,329 Shares 125,222 Est. Cost $49.33 Unrealized
HYG ISHARES TR 1.7%
Value ($000) $6,076 Shares 80,419 Est. Cost $71.96 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $6,045 Shares 46,390 Est. Cost $68.64 Unrealized +86.7%
MRK MERCK & CO INC 1.7%
Value ($000) $6,008 Shares 56,467 Est. Cost $54.79 Unrealized +80.1%
TAFI AB ACTIVE ETFS INC 1.5%
Value ($000) $5,567 Shares 221,362 Est. Cost $25.01 Unrealized
CSCO CISCO SYS INC 1.5%
Value ($000) $5,557 Shares 106,305 Est. Cost $25.98 Unrealized +72.6%
PFE PFIZER INC 1.5%
Value ($000) $5,403 Shares 132,427 Est. Cost $26.73 Unrealized +36.7%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $4,561 Shares 41,593 Est. Cost $54.11 Unrealized +85.2%
TGT TARGET CORP 1.3%
Value ($000) $4,536 Shares 27,389 Est. Cost $70.91 Unrealized +109.6%
BAC BANK AMERICA CORP 1.2%
Value ($000) $4,514 Shares 157,829 Est. Cost $19.31 Unrealized +58.3%
ORCL ORACLE CORP 1.2%
Value ($000) $4,483 Shares 48,242 Est. Cost $46.15 Unrealized +83.7%
LLY LILLY ELI & CO 1.2%
Value ($000) $4,310 Shares 12,550 Est. Cost $284.84 Unrealized +15.8%
IJR ISHARES TR 1.2%
Value ($000) $4,209 Shares 43,529 Est. Cost $77.06 Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $4,196 Shares 28,221 Est. Cost $70.37 Unrealized +89.3%
APD AIR PRODS & CHEMS INC 1.1%
Value ($000) $4,041 Shares 14,069 Est. Cost $133.42 Unrealized +102.5%
AMGN AMGEN INC 1.1%
Value ($000) $4,001 Shares 16,551 Est. Cost $127.37 Unrealized +75.9%
IEF ISHARES TR 1.0%
Value ($000) $3,706 Shares 37,388 Est. Cost $97.86 Unrealized
WMT WALMART INC 1.0%
Value ($000) $3,694 Shares 25,052 Est. Cost $21.76 Unrealized +110.5%
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $3,532 Shares 14,266 Est. Cost $156.59 Unrealized +48.3%
ABT ABBOTT LABS 1.0%
Value ($000) $3,530 Shares 34,865 Est. Cost $59.44 Unrealized +68.2%
MUB ISHARES TR 1.0%
Value ($000) $3,515 Shares 32,625 Est. Cost $106.35 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $3,349 Shares 48,315 Est. Cost $52.13 Unrealized +18.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $3,347 Shares 34,180 Est. Cost $84.15 Unrealized +9.7%
ABBV ABBVIE INC 0.9%
Value ($000) $3,182 Shares 19,968 Est. Cost $91.08 Unrealized +51.7%
GLD SPDR GOLD TR 0.9%
Value ($000) $3,085 Shares 16,838 Est. Cost $176.53 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $2,967 Shares 29,627 Est. Cost $121.76 Unrealized -19.1%
NSC NORFOLK SOUTHN CORP 0.8%
Value ($000) $2,899 Shares 13,672 Est. Cost $81.24 Unrealized +166.8%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,869 Shares 6,070 Est. Cost $180.93 Unrealized +152.7%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $2,845 Shares 36,913 Est. Cost $63.55 Unrealized +11.2%
V VISA INC 0.8%
Value ($000) $2,831 Shares 12,557 Est. Cost $102.57 Unrealized +112.4%
IJH ISHARES TR 0.7%
Value ($000) $2,673 Shares 10,685 Est. Cost $200.70 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $2,611 Shares 67,127 Est. Cost $35.50 Unrealized -7.9%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $2,576 Shares 5,449 Est. Cost $199.11 Unrealized +117.6%
GOOG ALPHABET INC 0.7%
Value ($000) $2,568 Shares 24,688 Est. Cost $106.08 Unrealized -9.7%
PSX PHILLIPS 66 0.7%
Value ($000) $2,555 Shares 25,205 Est. Cost $61.07 Unrealized +50.1%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $2,510 Shares 9,037 Est. Cost $16.31 Unrealized +32.6%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $2,431 Shares 19,126 Est. Cost $83.40 Unrealized +61.4%
HON HONEYWELL INTL INC 0.7%
Value ($000) $2,410 Shares 12,609 Est. Cost $94.70 Unrealized +86.5%
UNILEVER PLC 0.7%
Value ($000) $2,384 Shares 45,917 Est. Cost $48.92 Unrealized
FDX FEDEX CORP 0.6%
Value ($000) $2,274 Shares 9,954 Est. Cost $161.49 Unrealized +18.1%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $2,191 Shares 9,601 Est. Cost $117.20 Unrealized +85.8%
LHX L3HARRIS TECHNOLOGIES INC 0.6%
Value ($000) $2,183 Shares 11,122 Est. Cost $206.61 Unrealized -7.0%
META META PLATFORMS INC 0.6%
Value ($000) $2,051 Shares 9,675 Est. Cost $174.86 Unrealized -3.3%
HD HOME DEPOT INC 0.5%
Value ($000) $1,985 Shares 6,728 Est. Cost $245.04 Unrealized +16.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,885 Shares 6,106 Est. Cost $280.68 Unrealized +9.8%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,870 Shares 14,267 Est. Cost $110.97 Unrealized +8.8%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1,798 Shares 25,786 Est. Cost $47.61 Unrealized +28.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,782 Shares 10,922 Est. Cost $78.80 Unrealized +88.4%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $1,736 Shares 54,758 Est. Cost $33.33 Unrealized -4.8%
INTC INTEL CORP 0.5%
Value ($000) $1,733 Shares 53,033 Est. Cost $38.32 Unrealized -28.2%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $1,704 Shares 7,582 Est. Cost $216.97 Unrealized +2.8%
MCD MCDONALDS CORP 0.5%
Value ($000) $1,680 Shares 6,009 Est. Cost $110.84 Unrealized +126.0%
NTR NUTRIEN LTD 0.4%
Value ($000) $1,609 Shares 21,781 Est. Cost $76.34 Unrealized -8.4%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,593 Shares 19,756 Est. Cost $84.22 Unrealized -11.5%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $1,559 Shares 11,613 Est. Cost $98.58 Unrealized +17.9%
EOG EOG RES INC 0.4%
Value ($000) $1,520 Shares 13,262 Est. Cost $110.93 Unrealized -1.5%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,508 Shares 11,819 Est. Cost $113.45 Unrealized +2.6%
HYMB SPDR SER TR 0.4%
Value ($000) $1,507 Shares 60,202 Est. Cost $37.03 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,471 Shares 7,585 Est. Cost $80.91 Unrealized +95.5%
SO SOUTHERN CO 0.4%
Value ($000) $1,464 Shares 21,046 Est. Cost $34.48 Unrealized +75.9%
NVS NOVARTIS AG 0.4%
Value ($000) $1,450 Shares 15,765 Est. Cost $82.14 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,449 Shares 38,219 Est. Cost $31.88 Unrealized +8.6%
NKE NIKE INC 0.4%
Value ($000) $1,414 Shares 11,532 Est. Cost $57.24 Unrealized +103.8%
GIS GENERAL MLS INC 0.4%
Value ($000) $1,347 Shares 15,767 Est. Cost $44.06 Unrealized +63.3%
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,332 Shares 38,277 Est. Cost $32.42 Unrealized
SAP SAP SE 0.4%
Value ($000) $1,295 Shares 10,229 Est. Cost $105.64 Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $1,279 Shares 14,565 Est. Cost $34.24 Unrealized +147.7%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,260 Shares 6,775 Est. Cost $101.48 Unrealized +59.0%
LAM RESEARCH CORP 0.3%
Value ($000) $1,248 Shares 2,354 Est. Cost $471.62 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,208 Shares 5,427 Est. Cost $177.38 Unrealized +19.2%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,184 Shares 5,174 Est. Cost $118.90 Unrealized +93.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,176 Shares 21,538 Est. Cost $54.52 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,167 Shares 3,567 Est. Cost $194.81 Unrealized +66.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,112 Shares 11,204 Est. Cost $88.18 Unrealized +12.8%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,070 Shares 11,003 Est. Cost $79.73 Unrealized +9.1%
ASML ASML HOLDING N V 0.3%
Value ($000) $1,059 Shares 1,555 Est. Cost $472.53 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $1,046 Shares 5,199 Est. Cost $93.64 Unrealized +102.3%
CMI CUMMINS INC 0.3%
Value ($000) $1,027 Shares 4,301 Est. Cost $142.70 Unrealized +59.7%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,014 Shares 5,143 Est. Cost $112.87 Unrealized +51.1%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $996 Shares 10,325 Est. Cost $87.22 Unrealized +1.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $990 Shares 10,644 Est. Cost $71.28 Unrealized
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $927 Shares 6,859 Est. Cost $75.86 Unrealized +63.2%
ENB ENBRIDGE INC 0.3%
Value ($000) $926 Shares 24,280 Est. Cost $31.27 Unrealized +3.7%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $877 Shares 3,067 Est. Cost $112.18 Unrealized +133.0%
LOW LOWES COS INC 0.2%
Value ($000) $851 Shares 4,254 Est. Cost $80.63 Unrealized +138.4%
CSL CARLISLE COS INC 0.2%
Value ($000) $841 Shares 3,719 Est. Cost $89.91 Unrealized +161.2%
TMP TOMPKINS FINL CORP 0.2%
Value ($000) $837 Shares 12,646 Est. Cost $65.02 Unrealized -0.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $831 Shares 2,286 Est. Cost $324.28 Unrealized +10.2%
USB US BANCORP DEL 0.2%
Value ($000) $822 Shares 22,802 Est. Cost $31.79 Unrealized +21.5%
GXO GXO LOGISTICS INCORPORATED 0.2%
Value ($000) $809 Shares 16,027 Est. Cost $50.60 Unrealized -1.7%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $793 Shares 965 Est. Cost $539.04 Unrealized +39.1%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $790 Shares 9,807 Est. Cost $81.46 Unrealized -7.9%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $790 Shares 9,520 Est. Cost $57.21 Unrealized +30.5%
SDY SPDR SER TR 0.2%
Value ($000) $766 Shares 6,192 Est. Cost $85.65 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $748 Shares 12,067 Est. Cost $43.80 Unrealized +26.5%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $734 Shares 24,164 Est. Cost $32.63 Unrealized +5.3%
EMR EMERSON ELEC CO 0.2%
Value ($000) $729 Shares 8,361 Est. Cost $48.01 Unrealized +72.0%
MTB M & T BK CORP 0.2%
Value ($000) $705 Shares 5,900 Est. Cost $129.77 Unrealized +1.3%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $696 Shares 5,669 Est. Cost $50.10 Unrealized +123.3%
T AT&T INC 0.2%
Value ($000) $673 Shares 34,952 Est. Cost $15.26 Unrealized +7.2%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $635 Shares 1,789 Est. Cost $332.37 Unrealized +3.7%
VMC VULCAN MATLS CO 0.2%
Value ($000) $623 Shares 3,634 Est. Cost $138.91 Unrealized +25.0%
CLX CLOROX CO DEL 0.2%
Value ($000) $589 Shares 3,721 Est. Cost $117.26 Unrealized +16.2%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $568 Shares 1,667 Est. Cost $38.60 Unrealized +326.7%
NFLX NETFLIX INC 0.2%
Value ($000) $565 Shares 1,634 Est. Cost $28.05 Unrealized +18.0%
SYY SYSCO CORP 0.2%
Value ($000) $550 Shares 7,120 Est. Cost $42.21 Unrealized +67.4%
BHP BHP GROUP LTD 0.1%
Value ($000) $542 Shares 8,555 Est. Cost $62.34 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $531 Shares 5,417 Est. Cost $66.57 Unrealized +22.2%
ETN EATON CORP PLC 0.1%
Value ($000) $530 Shares 3,091 Est. Cost $155.46 Unrealized +3.0%
AOS SMITH A O CORP 0.1%
Value ($000) $502 Shares 7,256 Est. Cost $54.94 Unrealized +12.4%
TFC TRUIST FINL CORP 0.1%
Value ($000) $500 Shares 14,675 Est. Cost $39.74 Unrealized -6.1%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $488 Shares 6,424 Est. Cost $120.78 Unrealized -36.4%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $477 Shares 7,313 Est. Cost $98.75 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $475 Shares 10,129 Est. Cost $45.74 Unrealized -3.2%
IBB ISHARES TR 0.1%
Value ($000) $472 Shares 3,656 Est. Cost $119.98 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $456 Shares 7,948 Est. Cost $45.54 Unrealized +23.9%
NEM NEWMONT CORP 0.1%
Value ($000) $448 Shares 9,146 Est. Cost $52.81 Unrealized -15.1%
BAX BAXTER INTL INC 0.1%
Value ($000) $437 Shares 10,778 Est. Cost $55.31 Unrealized -28.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $420 Shares 917 Est. Cost $292.93 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $412 Shares 1,309 Est. Cost $226.36 Unrealized +32.5%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $397 Shares 1,631 Est. Cost $101.94 Unrealized +113.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $393 Shares 1,378 Est. Cost $201.44 Unrealized +27.9%
AVGO BROADCOM INC 0.1%
Value ($000) $385 Shares 600 Est. Cost $29.70 Unrealized +93.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $384 Shares 2,971 Est. Cost $131.25 Unrealized -6.8%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $382 Shares 15,585 Est. Cost $21.30 Unrealized +3.6%
PPL PPL CORP 0.1%
Value ($000) $382 Shares 13,738 Est. Cost $24.46 Unrealized +4.7%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $378 Shares 4,557 Est. Cost $82.55 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $377 Shares 4,940 Est. Cost $47.25 Unrealized +33.9%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $373 Shares 811 Est. Cost $367.96 Unrealized +23.7%
WAT WATERS CORP 0.1%
Value ($000) $372 Shares 1,200 Est. Cost $319.20 Unrealized +1.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $365 Shares 4,862 Est. Cost $64.05 Unrealized +8.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $345 Shares 3,008 Est. Cost $59.48 Unrealized +75.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $329 Shares 804 Est. Cost $313.87 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $318 Shares 7,060 Est. Cost $41.06 Unrealized
BLACKROCK INC 0.1%
Value ($000) $310 Shares 463 Est. Cost $597.46 Unrealized
KELLOGG CO 0.1%
Value ($000) $306 Shares 4,573 Est. Cost $54.21 Unrealized +5.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $306 Shares 6,229 Est. Cost $38.03 Unrealized +29.9%
SHEL SHELL PLC 0.1%
Value ($000) $305 Shares 5,301 Est. Cost $54.90 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $300 Shares 4,664 Est. Cost $41.04 Unrealized +48.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $297 Shares 4,000 Est. Cost $87.59 Unrealized -14.2%
AFL AFLAC INC 0.1%
Value ($000) $295 Shares 4,568 Est. Cost $32.19 Unrealized +99.6%
FULT FULTON FINL CORP PA 0.1%
Value ($000) $294 Shares 21,289 Est. Cost $13.91 Unrealized +2.6%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $279 Shares 6,176 Est. Cost $105.22 Unrealized -53.8%
HUBB HUBBELL INC 0.1%
Value ($000) $264 Shares 1,083 Est. Cost $199.94 Unrealized +15.0%
DOW DOW INC 0.1%
Value ($000) $261 Shares 4,759 Est. Cost $48.33 Unrealized -2.1%
BP BP PLC 0.1%
Value ($000) $261 Shares 6,868 Est. Cost $28.60 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $256 Shares 4,338 Est. Cost $59.05 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $255 Shares 1,622 Est. Cost $121.23 Unrealized +13.0%
IEMG ISHARES INC 0.1%
Value ($000) $253 Shares 5,186 Est. Cost $53.26 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $250 Shares 1,748 Est. Cost $115.68 Unrealized +8.9%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $247 Shares 842 Est. Cost $270.53 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $247 Shares 2,967 Est. Cost $71.13 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $240 Shares 1,525 Est. Cost $151.67 Unrealized -0.5%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $239 Shares 2,930 Est. Cost $38.49 Unrealized 0.0%
IEUR ISHARES TR 0.1%
Value ($000) $235 Shares 4,479 Est. Cost $47.50 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $232 Shares 2,800 Est. Cost $78.60 Unrealized 0.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $227 Shares 2,298 Est. Cost $90.89 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $227 Shares 1,135 Est. Cost $166.88 Unrealized 0.0%
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $225 Shares 3,450 Est. Cost $64.09 Unrealized -4.5%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $224 Shares 5,802 Est. Cost $32.51 Unrealized +5.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $221 Shares 4,963 Est. Cost $35.03 Unrealized +3.6%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $211 Shares 1,367 Est. Cost $146.61 Unrealized 0.0%
ALAUNOS THERAPEUTICS INC 0.0%
Value ($000) $13 Shares 20,000 Est. Cost $1.70 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $8 Shares 31,421 Est. Cost $0.53 Unrealized -56.8%