GREEN SQUARE CAPITAL ADVISORS LLC Diversified Active

CIK: 0001166308 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $748,598 (100.0% shares, 0.0% debt)

Holdings (197)

VOO VANGUARD INDEX FDS 31.2%
Value ($000) $233,270 Shares 594,016 Est. Cost $356.20 Unrealized
QQQ INVESCO QQQ TR 16.7%
Value ($000) $125,171 Shares 349,375 Est. Cost $354.70 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 4.8%
Value ($000) $35,844 Shares 107,013 Est. Cost $286.16 Unrealized
DSTL ETF SER SOLUTIONS 3.9%
Value ($000) $29,221 Shares 654,588 Est. Cost $41.34 Unrealized
GOOGL ALPHABET INC 2.9%
Value ($000) $21,350 Shares 163,155 Est. Cost $110.34 Unrealized +16.4%
MUB ISHARES TR 1.8%
Value ($000) $13,690 Shares 133,511 Est. Cost $105.21 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $12,972 Shares 30,207 Est. Cost $375.35 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $11,363 Shares 32,437 Est. Cost $210.18 Unrealized +68.8%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $8,871 Shares 19,427 Est. Cost $424.70 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 1.0%
Value ($000) $7,662 Shares 512,495 Est. Cost $14.78 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $7,272 Shares 16,717 Est. Cost $33.17 Unrealized +35.0%
AGG ISHARES TR 1.0%
Value ($000) $7,119 Shares 75,699 Est. Cost $101.50 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value ($000) $6,817 Shares 155,921 Est. Cost $45.47 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $6,787 Shares 39,642 Est. Cost $134.34 Unrealized +35.0%
INFL LISTED FD TR 0.9%
Value ($000) $6,491 Shares 213,223 Est. Cost $31.47 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $6,349 Shares 49,941 Est. Cost $120.36 Unrealized +11.3%
BIL SPDR SER TR 0.8%
Value ($000) $5,688 Shares 61,943 Est. Cost $91.47 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $5,508 Shares 293,209 Est. Cost $18.92 Unrealized
SUB ISHARES TR 0.7%
Value ($000) $5,224 Shares 50,784 Est. Cost $104.27 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $5,072 Shares 90,595 Est. Cost $36.30 Unrealized +53.5%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $5,044 Shares 34,781 Est. Cost $53.25 Unrealized +167.2%
MSFT MICROSOFT CORP 0.7%
Value ($000) $4,957 Shares 15,699 Est. Cost $220.30 Unrealized +47.3%
VGSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $4,355 Shares 75,613 Est. Cost $61.35 Unrealized
VGT VANGUARD WORLD FDS 0.6%
Value ($000) $4,292 Shares 10,345 Est. Cost $339.56 Unrealized
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $4,022 Shares 57,635 Est. Cost $71.84 Unrealized
IWO ISHARES TR 0.5%
Value ($000) $3,787 Shares 16,895 Est. Cost $210.95 Unrealized
PIONEER NAT RES CO 0.5%
Value ($000) $3,772 Shares 16,433 Est. Cost $206.36 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,683 Shares 31,321 Est. Cost $50.89 Unrealized +98.5%
IEFA ISHARES TR 0.5%
Value ($000) $3,578 Shares 55,599 Est. Cost $53.56 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value ($000) $3,522 Shares 128,690 Est. Cost $38.75 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $3,235 Shares 24,539 Est. Cost $101.48 Unrealized +27.2%
COP CONOCOPHILLIPS 0.4%
Value ($000) $3,201 Shares 26,720 Est. Cost $105.91 Unrealized +1.9%
HD HOME DEPOT INC 0.4%
Value ($000) $2,638 Shares 8,732 Est. Cost $256.00 Unrealized +18.3%
CSCO CISCO SYS INC 0.4%
Value ($000) $2,620 Shares 48,738 Est. Cost $38.44 Unrealized +30.9%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $2,489 Shares 150,090 Est. Cost $13.57 Unrealized +12.5%
MRK MERCK & CO INC 0.3%
Value ($000) $2,481 Shares 24,104 Est. Cost $78.98 Unrealized +26.4%
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $2,334 Shares 65,797 Est. Cost $31.90 Unrealized -3.8%
OKE ONEOK INC NEW 0.3%
Value ($000) $2,301 Shares 36,270 Est. Cost $55.72 Unrealized +4.0%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,285 Shares 16,286 Est. Cost $110.06 Unrealized +19.7%
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $2,223 Shares 22,653 Est. Cost $71.46 Unrealized +38.1%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $2,178 Shares 49,124 Est. Cost $34.63 Unrealized +19.8%
ORI OLD REP INTL CORP 0.3%
Value ($000) $2,142 Shares 79,524 Est. Cost $19.12 Unrealized +16.8%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $2,140 Shares 22,552 Est. Cost $89.10 Unrealized -5.4%
DVY ISHARES TR 0.3%
Value ($000) $2,123 Shares 19,724 Est. Cost $120.60 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $2,099 Shares 21,222 Est. Cost $103.46 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $2,053 Shares 31,718 Est. Cost $47.28 Unrealized +34.9%
LYB LYONDELLBASELL INDUSTRIES N 0.3%
Value ($000) $2,045 Shares 21,597 Est. Cost $61.39 Unrealized +32.0%
PCAR PACCAR INC 0.3%
Value ($000) $2,045 Shares 24,049 Est. Cost $64.13 Unrealized +19.6%
PFE PFIZER INC 0.3%
Value ($000) $2,020 Shares 60,887 Est. Cost $29.42 Unrealized +3.9%
T AT&T INC 0.3%
Value ($000) $1,999 Shares 133,112 Est. Cost $15.16 Unrealized -14.6%
MINT PIMCO ETF TR 0.3%
Value ($000) $1,959 Shares 19,558 Est. Cost $101.44 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,955 Shares 22,152 Est. Cost $66.77 Unrealized +25.1%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,945 Shares 13,725 Est. Cost $142.50 Unrealized
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $1,925 Shares 40,352 Est. Cost $54.99 Unrealized -16.1%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,913 Shares 25,530 Est. Cost $54.00 Unrealized +30.9%
MET METLIFE INC 0.3%
Value ($000) $1,909 Shares 30,349 Est. Cost $59.82 Unrealized -3.0%
ET ENERGY TRANSFER L P 0.3%
Value ($000) $1,896 Shares 135,165 Est. Cost $11.13 Unrealized
DOW DOW INC 0.3%
Value ($000) $1,896 Shares 36,770 Est. Cost $48.19 Unrealized -3.9%
EXC EXELON CORP 0.3%
Value ($000) $1,882 Shares 49,813 Est. Cost $30.01 Unrealized +24.1%
C CITIGROUP INC 0.2%
Value ($000) $1,829 Shares 44,475 Est. Cost $45.64 Unrealized -11.3%
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $1,802 Shares 14,215 Est. Cost $121.58 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,797 Shares 55,433 Est. Cost $33.67 Unrealized -13.9%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,792 Shares 42,623 Est. Cost $30.75 Unrealized +18.4%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,790 Shares 16,113 Est. Cost $110.06 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,774 Shares 4,151 Est. Cost $311.31 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,763 Shares 11,085 Est. Cost $159.07 Unrealized -0.1%
MMM 3M CO 0.2%
Value ($000) $1,751 Shares 18,700 Est. Cost $91.67 Unrealized -13.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,731 Shares 29,822 Est. Cost $55.31 Unrealized -1.8%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $1,712 Shares 50,886 Est. Cost $32.51 Unrealized -6.2%
BBY BEST BUY INC 0.2%
Value ($000) $1,711 Shares 24,635 Est. Cost $63.34 Unrealized +8.4%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,649 Shares 22,136 Est. Cost $66.65 Unrealized +13.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,612 Shares 10,341 Est. Cost $154.55 Unrealized -1.9%
LEG LEGGETT & PLATT INC 0.2%
Value ($000) $1,577 Shares 62,067 Est. Cost $39.79 Unrealized -29.4%
NEM NEWMONT CORP 0.2%
Value ($000) $1,557 Shares 42,148 Est. Cost $50.63 Unrealized -24.3%
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $1,498 Shares 11,645 Est. Cost $137.82 Unrealized -4.7%
EVRG EVERGY INC 0.2%
Value ($000) $1,493 Shares 29,438 Est. Cost $53.63 Unrealized -4.5%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.2%
Value ($000) $1,428 Shares 22,859 Est. Cost $38.87 Unrealized +51.9%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $1,424 Shares 64,022 Est. Cost $35.02 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $1,407 Shares 81,226 Est. Cost $18.19 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,269 Shares 4,770 Est. Cost $210.36 Unrealized
TPR TAPESTRY INC 0.2%
Value ($000) $1,210 Shares 42,100 Est. Cost $34.31 Unrealized 0.0%
ISTB ISHARES TR 0.2%
Value ($000) $1,181 Shares 25,465 Est. Cost $46.44 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $1,174 Shares 6,848 Est. Cost $154.64 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,114 Shares 25,450 Est. Cost $43.77 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,105 Shares 6,254 Est. Cost $184.49 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $1,072 Shares 14,682 Est. Cost $76.29 Unrealized
PINNACLE FINL PARTNERS INC 0.1%
Value ($000) $1,058 Shares 15,789 Est. Cost $55.88 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,045 Shares 6,536 Est. Cost $39.00 Unrealized +32.9%
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $988 Shares 19,803 Est. Cost $49.76 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $983 Shares 5,832 Est. Cost $110.62 Unrealized +31.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $958 Shares 5,069 Est. Cost $191.34 Unrealized
V VISA INC 0.1%
Value ($000) $908 Shares 3,946 Est. Cost $203.79 Unrealized +15.9%
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $858 Shares 17,181 Est. Cost $49.88 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $792 Shares 15,885 Est. Cost $54.29 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $747 Shares 1,886 Est. Cost $341.98 Unrealized +15.9%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $744 Shares 48,589 Est. Cost $43.06 Unrealized
ROVER GROUP INC 0.1%
Value ($000) $736 Shares 117,501 Est. Cost $5.77 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $622 Shares 18,456 Est. Cost $16.71 Unrealized +84.8%
APA APA CORPORATION 0.1%
Value ($000) $617 Shares 15,015 Est. Cost $40.05 Unrealized -6.3%
ISTR INVESTAR HLDG CORP 0.1%
Value ($000) $595 Shares 56,164 Est. Cost $16.59 Unrealized -22.6%
GDX VANECK ETF TRUST 0.1%
Value ($000) $594 Shares 22,079 Est. Cost $24.11 Unrealized
NKE NIKE INC 0.1%
Value ($000) $593 Shares 6,201 Est. Cost $107.31 Unrealized -8.4%
FDX FEDEX CORP 0.1%
Value ($000) $579 Shares 2,186 Est. Cost $148.18 Unrealized +66.5%
META META PLATFORMS INC 0.1%
Value ($000) $571 Shares 1,903 Est. Cost $209.11 Unrealized +43.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $566 Shares 3,632 Est. Cost $149.96 Unrealized +2.2%
INTC INTEL CORP 0.1%
Value ($000) $540 Shares 15,186 Est. Cost $30.73 Unrealized +11.3%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $536 Shares 7,136 Est. Cost $78.90 Unrealized
MUSA MURPHY USA INC 0.1%
Value ($000) $533 Shares 1,561 Est. Cost $128.55 Unrealized +144.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $531 Shares 1 Est. Cost $306852.94 Unrealized +75.7%
ABBV ABBVIE INC 0.1%
Value ($000) $522 Shares 3,500 Est. Cost $90.73 Unrealized +49.2%
ADBE ADOBE INC 0.1%
Value ($000) $507 Shares 995 Est. Cost $465.65 Unrealized +12.7%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $502 Shares 6,679 Est. Cost $78.87 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $482 Shares 3,555 Est. Cost $138.67 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $472 Shares 568 Est. Cost $33.60 Unrealized +149.9%
IJR ISHARES TR 0.1%
Value ($000) $451 Shares 4,782 Est. Cost $97.64 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $449 Shares 3,078 Est. Cost $137.71 Unrealized +4.7%
USAI PACER FDS TR 0.1%
Value ($000) $443 Shares 16,166 Est. Cost $24.63 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $426 Shares 2,514 Est. Cost $146.63 Unrealized +14.0%
KODK EASTMAN KODAK CO 0.1%
Value ($000) $421 Shares 100,000 Est. Cost $5.04 Unrealized -2.9%
CE CELANESE CORP DEL 0.1%
Value ($000) $420 Shares 3,350 Est. Cost $78.82 Unrealized +51.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $419 Shares 827 Est. Cost $541.21 Unrealized -2.3%
AMLP ALPS ETF TR 0.1%
Value ($000) $418 Shares 9,902 Est. Cost $25.26 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $395 Shares 2,322 Est. Cost $154.31 Unrealized +24.0%
PSX PHILLIPS 66 0.1%
Value ($000) $390 Shares 3,242 Est. Cost $65.45 Unrealized +57.9%
IGF ISHARES TR 0.1%
Value ($000) $387 Shares 8,932 Est. Cost $50.47 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $379 Shares 3,430 Est. Cost $179.64 Unrealized -35.2%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $378 Shares 4,351 Est. Cost $73.92 Unrealized +17.3%
TRGP TARGA RES CORP 0.0%
Value ($000) $363 Shares 4,233 Est. Cost $49.03 Unrealized +60.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $362 Shares 2,219 Est. Cost $141.48 Unrealized +12.9%
NUSTAR ENERGY LP 0.0%
Value ($000) $362 Shares 20,755 Est. Cost $44.40 Unrealized
BP BP PLC 0.0%
Value ($000) $360 Shares 9,287 Est. Cost $27.61 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $359 Shares 1,762 Est. Cost $188.45 Unrealized +9.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $358 Shares 1,105 Est. Cost $176.40 Unrealized +78.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $342 Shares 1,254 Est. Cost $230.59 Unrealized +13.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $336 Shares 6,129 Est. Cost $67.26 Unrealized -13.1%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $322 Shares 7,088 Est. Cost $43.84 Unrealized +6.4%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $313 Shares 1,460 Est. Cost $218.46 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $311 Shares 7,219 Est. Cost $21.65 Unrealized +59.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $299 Shares 4,611 Est. Cost $59.16 Unrealized +1.9%
PLD PROLOGIS INC. 0.0%
Value ($000) $293 Shares 2,608 Est. Cost $125.75 Unrealized -10.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $292 Shares 3,874 Est. Cost $78.51 Unrealized -5.0%
ETN EATON CORP PLC 0.0%
Value ($000) $292 Shares 1,369 Est. Cost $170.34 Unrealized +23.1%
OEF ISHARES TR 0.0%
Value ($000) $292 Shares 1,455 Est. Cost $142.27 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $284 Shares 1,981 Est. Cost $89.70 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $283 Shares 8,346 Est. Cost $28.30 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $283 Shares 2,871 Est. Cost $142.00 Unrealized -30.9%
EFG ISHARES TR 0.0%
Value ($000) $278 Shares 3,225 Est. Cost $72.62 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $276 Shares 10,121 Est. Cost $22.54 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $274 Shares 4,260 Est. Cost $54.93 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $270 Shares 1,003 Est. Cost $236.17 Unrealized -1.8%
SPWH SPORTSMANS WHSE HLDGS INC 0.0%
Value ($000) $269 Shares 60,000 Est. Cost $5.17 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $269 Shares 605 Est. Cost $318.25 Unrealized +40.6%
LOW LOWES COS INC 0.0%
Value ($000) $266 Shares 1,282 Est. Cost $197.77 Unrealized +8.7%
F FORD MTR CO DEL 0.0%
Value ($000) $266 Shares 21,430 Est. Cost $8.01 Unrealized +38.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $257 Shares 4,394 Est. Cost $67.07 Unrealized -3.1%
MPLX MPLX LP 0.0%
Value ($000) $255 Shares 7,178 Est. Cost $34.05 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $252 Shares 2,188 Est. Cost $155.39 Unrealized -25.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $251 Shares 3,103 Est. Cost $95.66 Unrealized -12.8%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $246 Shares 11,025 Est. Cost $25.10 Unrealized -8.6%
FXB INVESCO CURRENCYSHARES BRIT 0.0%
Value ($000) $245 Shares 2,086 Est. Cost $119.34 Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $242 Shares 1,000 Est. Cost $207.72 Unrealized +23.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $238 Shares 2,612 Est. Cost $125.73 Unrealized
INDS PACER FDS TR 0.0%
Value ($000) $234 Shares 6,676 Est. Cost $36.84 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $232 Shares 3,022 Est. Cost $70.52 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $226 Shares 2,983 Est. Cost $80.17 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $224 Shares 515 Est. Cost $380.04 Unrealized +9.7%
BARRICK GOLD CORP 0.0%
Value ($000) $222 Shares 15,239 Est. Cost $17.18 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $220 Shares 1,406 Est. Cost $140.25 Unrealized +13.7%
MLPX GLOBAL X FDS 0.0%
Value ($000) $220 Shares 5,180 Est. Cost $42.38 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $219 Shares 2,361 Est. Cost $84.48 Unrealized +2.0%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $216 Shares 5,326 Est. Cost $39.42 Unrealized +3.5%
FBK FB FINL CORP 0.0%
Value ($000) $213 Shares 7,526 Est. Cost $33.94 Unrealized -12.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $212 Shares 6,334 Est. Cost $27.33 Unrealized +11.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $212 Shares 375 Est. Cost $487.14 Unrealized +9.3%
ZTS ZOETIS INC 0.0%
Value ($000) $208 Shares 1,196 Est. Cost $168.11 Unrealized +5.2%
NOW SERVICENOW INC 0.0%
Value ($000) $208 Shares 371 Est. Cost $114.08 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $207 Shares 823 Est. Cost $222.70 Unrealized +11.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $205 Shares 1,358 Est. Cost $132.62 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $205 Shares 5,012 Est. Cost $37.71 Unrealized +7.9%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $205 Shares 1,223 Est. Cost $146.18 Unrealized +15.3%
EOG EOG RES INC 0.0%
Value ($000) $202 Shares 1,594 Est. Cost $117.17 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $190 Shares 133,887 Est. Cost $9.47 Unrealized -82.1%
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $185 Shares 10,480 Est. Cost $14.60 Unrealized
OLO INC 0.0%
Value ($000) $184 Shares 30,439 Est. Cost $16.50 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $175 Shares 16,588 Est. Cost $54.63 Unrealized -79.6%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $167 Shares 15,114 Est. Cost $11.44 Unrealized -0.8%
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value ($000) $144 Shares 13,817 Est. Cost $14.18 Unrealized -12.3%
NOK NOKIA CORP 0.0%
Value ($000) $142 Shares 38,000 Est. Cost $4.22 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $123 Shares 13,579 Est. Cost $13.56 Unrealized -33.9%
NU NU HLDGS LTD 0.0%
Value ($000) $94 Shares 13,015 Est. Cost $4.46 Unrealized +67.9%
NEUBERGER BERMAN ENERGY INFR 0.0%
Value ($000) $78 Shares 11,325 Est. Cost $6.66 Unrealized
NUVEEN PFD & INCOME SECS FD 0.0%
Value ($000) $75 Shares 12,100 Est. Cost $9.53 Unrealized
UPLD UPLAND SOFTWARE INC 0.0%
Value ($000) $67 Shares 14,411 Est. Cost $9.26 Unrealized -60.6%
CYH COMMUNITY HEALTH SYS INC NEW 0.0%
Value ($000) $58 Shares 20,000 Est. Cost $4.17 Unrealized -11.1%
HANESBRANDS INC 0.0%
Value ($000) $53 Shares 13,390 Est. Cost $7.13 Unrealized
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $53 Shares 14,508 Est. Cost $5.18 Unrealized
ISHARES TR 0.0%
Value ($000) $1 Shares 10,000 Est. Cost Unrealized