GREEN SQUARE CAPITAL ADVISORS LLC Diversified Active

CIK: 0001166308 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 18, 2024

Total Value ($000): $740,269 (100.0% shares, 0.0% debt)

Holdings (193)

VOO VANGUARD INDEX FDS 31.9%
Value ($000) $236,494 Shares 541,423 Est. Cost $356.20 Unrealized
QQQ INVESCO QQQ TR 18.4%
Value ($000) $136,039 Shares 332,191 Est. Cost $354.70 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 5.4%
Value ($000) $40,330 Shares 107,013 Est. Cost $286.16 Unrealized
DSTL ETF SER SOLUTIONS 4.4%
Value ($000) $32,232 Shares 652,866 Est. Cost $41.34 Unrealized
GOOGL ALPHABET INC 2.5%
Value ($000) $18,600 Shares 133,149 Est. Cost $110.34 Unrealized +20.9%
IVV ISHARES TR 1.8%
Value ($000) $13,555 Shares 28,381 Est. Cost $375.35 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $11,078 Shares 22,370 Est. Cost $36.49 Unrealized +26.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $10,834 Shares 30,376 Est. Cost $210.18 Unrealized +67.0%
MUB ISHARES TR 1.3%
Value ($000) $9,728 Shares 89,734 Est. Cost $105.21 Unrealized
HDV ISHARES TR 1.1%
Value ($000) $8,499 Shares 83,328 Est. Cost $102.36 Unrealized
VYM VANGUARD WHITEHALL FDS 1.1%
Value ($000) $7,916 Shares 70,914 Est. Cost $111.63 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value ($000) $7,313 Shares 14,413 Est. Cost $424.70 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $6,046 Shares 126,230 Est. Cost $45.47 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $5,928 Shares 59,732 Est. Cost $101.50 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $5,805 Shares 30,152 Est. Cost $134.34 Unrealized +36.1%
INFL LISTED FD TR 0.8%
Value ($000) $5,630 Shares 178,887 Est. Cost $31.47 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $5,410 Shares 31,807 Est. Cost $53.25 Unrealized +172.1%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $5,394 Shares 279,494 Est. Cost $18.92 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $5,346 Shares 90,725 Est. Cost $36.30 Unrealized +46.7%
VGT VANGUARD WORLD FDS 0.7%
Value ($000) $5,126 Shares 10,590 Est. Cost $342.90 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $5,103 Shares 13,570 Est. Cost $220.30 Unrealized +59.0%
DJP BARCLAYS BANK PLC 0.6%
Value ($000) $4,364 Shares 143,598 Est. Cost $30.39 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $3,809 Shares 25,071 Est. Cost $120.36 Unrealized +16.5%
PIONEER NAT RES CO 0.5%
Value ($000) $3,383 Shares 15,044 Est. Cost $206.36 Unrealized
IWO ISHARES TR 0.4%
Value ($000) $3,313 Shares 13,136 Est. Cost $210.95 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $3,244 Shares 123,104 Est. Cost $38.75 Unrealized
SUB ISHARES TR 0.4%
Value ($000) $3,092 Shares 29,332 Est. Cost $104.27 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $2,990 Shares 21,214 Est. Cost $101.48 Unrealized +32.7%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,985 Shares 29,854 Est. Cost $50.89 Unrealized +91.8%
HD HOME DEPOT INC 0.4%
Value ($000) $2,954 Shares 8,524 Est. Cost $256.00 Unrealized +14.7%
BIL SPDR SER TR 0.4%
Value ($000) $2,818 Shares 30,837 Est. Cost $91.47 Unrealized
IEFA ISHARES TR 0.4%
Value ($000) $2,795 Shares 39,737 Est. Cost $53.56 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $2,709 Shares 46,446 Est. Cost $61.35 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,521 Shares 23,126 Est. Cost $78.98 Unrealized +22.6%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $2,498 Shares 33,969 Est. Cost $71.84 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $2,487 Shares 140,982 Est. Cost $13.57 Unrealized +13.0%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,455 Shares 15,010 Est. Cost $110.06 Unrealized +28.6%
OKE ONEOK INC NEW 0.3%
Value ($000) $2,393 Shares 34,085 Est. Cost $55.72 Unrealized +8.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $2,288 Shares 15,820 Est. Cost $110.06 Unrealized +7.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,274 Shares 45,008 Est. Cost $38.44 Unrealized +24.8%
SO SOUTHERN CO 0.3%
Value ($000) $2,180 Shares 31,094 Est. Cost $47.28 Unrealized +34.8%
PCAR PACCAR INC 0.3%
Value ($000) $2,129 Shares 21,803 Est. Cost $64.13 Unrealized +27.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,097 Shares 14,062 Est. Cost $126.53 Unrealized +8.9%
ORI OLD REP INTL CORP 0.3%
Value ($000) $2,072 Shares 70,491 Est. Cost $19.12 Unrealized +22.8%
DDS DILLARDS INC 0.3%
Value ($000) $2,038 Shares 5,050 Est. Cost $293.10 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $2,003 Shares 20,645 Est. Cost $66.77 Unrealized +25.6%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,983 Shares 24,484 Est. Cost $54.00 Unrealized +33.7%
LYB LYONDELLBASELL INDUSTRIES N 0.3%
Value ($000) $1,971 Shares 20,725 Est. Cost $61.39 Unrealized +30.1%
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $1,960 Shares 19,358 Est. Cost $71.46 Unrealized +38.5%
C CITIGROUP INC 0.3%
Value ($000) $1,929 Shares 37,498 Est. Cost $45.64 Unrealized -9.4%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $1,869 Shares 21,608 Est. Cost $66.65 Unrealized +9.8%
BBY BEST BUY INC 0.3%
Value ($000) $1,862 Shares 23,782 Est. Cost $63.34 Unrealized +0.2%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $1,855 Shares 50,163 Est. Cost $32.51 Unrealized -6.5%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,822 Shares 11,549 Est. Cost $142.50 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.2%
Value ($000) $1,820 Shares 136,829 Est. Cost $14.78 Unrealized
CPB CAMPBELL SOUP CO 0.2%
Value ($000) $1,788 Shares 41,363 Est. Cost $38.09 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,783 Shares 40,664 Est. Cost $34.63 Unrealized +15.8%
MET METLIFE INC 0.2%
Value ($000) $1,761 Shares 26,628 Est. Cost $59.82 Unrealized -1.8%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,741 Shares 10,213 Est. Cost $159.07 Unrealized -8.5%
EXC EXELON CORP 0.2%
Value ($000) $1,698 Shares 47,293 Est. Cost $30.01 Unrealized +18.3%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $1,672 Shares 121,165 Est. Cost $11.13 Unrealized
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $1,566 Shares 11,645 Est. Cost $137.82 Unrealized -15.3%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,528 Shares 3,214 Est. Cost $311.31 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $1,522 Shares 79,501 Est. Cost $18.19 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.2%
Value ($000) $1,518 Shares 22,744 Est. Cost $38.87 Unrealized +47.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,512 Shares 37,484 Est. Cost $30.75 Unrealized +13.2%
DVY ISHARES TR 0.2%
Value ($000) $1,502 Shares 12,811 Est. Cost $120.60 Unrealized
PINNACLE FINL PARTNERS INC 0.2%
Value ($000) $1,486 Shares 17,039 Est. Cost $58.18 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,450 Shares 30,050 Est. Cost $44.46 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,287 Shares 4,245 Est. Cost $210.36 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,255 Shares 6,254 Est. Cost $184.49 Unrealized
ARM ARM HOLDINGS PLC 0.2%
Value ($000) $1,229 Shares 16,350 Est. Cost $75.15 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,144 Shares 13,641 Est. Cost $83.84 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $976 Shares 10,933 Est. Cost $76.29 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $926 Shares 4,842 Est. Cost $154.64 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $900 Shares 17,807 Est. Cost $49.76 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $899 Shares 4,216 Est. Cost $191.34 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $884 Shares 15,885 Est. Cost $54.29 Unrealized
ISTR INVESTAR HLDG CORP 0.1%
Value ($000) $845 Shares 56,695 Est. Cost $16.59 Unrealized -31.5%
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $776 Shares 15,511 Est. Cost $49.88 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $771 Shares 6,646 Est. Cost $105.91 Unrealized +3.6%
V VISA INC 0.1%
Value ($000) $759 Shares 2,917 Est. Cost $203.79 Unrealized +19.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $743 Shares 1,743 Est. Cost $341.98 Unrealized +16.1%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $737 Shares 48,624 Est. Cost $43.06 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $673 Shares 18,609 Est. Cost $31.90 Unrealized +0.2%
ADBE ADOBE INC 0.1%
Value ($000) $669 Shares 1,121 Est. Cost $478.14 Unrealized +20.6%
GDX VANECK ETF TRUST 0.1%
Value ($000) $654 Shares 21,090 Est. Cost $24.11 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $623 Shares 17,876 Est. Cost $16.71 Unrealized +92.5%
T AT&T INC 0.1%
Value ($000) $612 Shares 36,487 Est. Cost $15.16 Unrealized -6.2%
NKE NIKE INC 0.1%
Value ($000) $587 Shares 5,408 Est. Cost $107.31 Unrealized -4.0%
AVGO BROADCOM INC 0.1%
Value ($000) $584 Shares 523 Est. Cost $33.60 Unrealized +174.5%
MUSA MURPHY USA INC 0.1%
Value ($000) $557 Shares 1,561 Est. Cost $128.55 Unrealized +179.1%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $556 Shares 5,360 Est. Cost $89.10 Unrealized -2.8%
DOW DOW INC 0.1%
Value ($000) $554 Shares 10,108 Est. Cost $48.19 Unrealized -7.3%
IWN ISHARES TR 0.1%
Value ($000) $552 Shares 3,555 Est. Cost $138.67 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $546 Shares 5,042 Est. Cost $98.18 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $543 Shares 1 Est. Cost $306852.94 Unrealized +74.0%
INTC INTEL CORP 0.1%
Value ($000) $534 Shares 10,636 Est. Cost $30.73 Unrealized +30.3%
MMM 3M CO 0.1%
Value ($000) $497 Shares 4,542 Est. Cost $91.67 Unrealized -17.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $495 Shares 3,160 Est. Cost $149.96 Unrealized -4.3%
ABBV ABBVIE INC 0.1%
Value ($000) $475 Shares 3,068 Est. Cost $90.73 Unrealized +49.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $468 Shares 12,407 Est. Cost $33.67 Unrealized -7.9%
FDX FEDEX CORP 0.1%
Value ($000) $463 Shares 1,831 Est. Cost $148.18 Unrealized +63.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $459 Shares 2,921 Est. Cost $154.55 Unrealized -13.1%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $439 Shares 4,351 Est. Cost $73.92 Unrealized +29.5%
USAI PACER FDS TR 0.1%
Value ($000) $433 Shares 15,029 Est. Cost $24.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $433 Shares 816 Est. Cost $541.21 Unrealized -11.2%
PFE PFIZER INC 0.1%
Value ($000) $431 Shares 14,980 Est. Cost $29.42 Unrealized -10.3%
PSX PHILLIPS 66 0.1%
Value ($000) $430 Shares 3,232 Est. Cost $65.45 Unrealized +69.7%
ISTB ISHARES TR 0.1%
Value ($000) $425 Shares 8,935 Est. Cost $46.44 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $424 Shares 2,895 Est. Cost $137.71 Unrealized +2.1%
NEM NEWMONT CORP 0.1%
Value ($000) $424 Shares 10,246 Est. Cost $50.63 Unrealized -27.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $422 Shares 2,217 Est. Cost $141.48 Unrealized +17.8%
PEP PEPSICO INC 0.1%
Value ($000) $421 Shares 2,477 Est. Cost $146.63 Unrealized +4.9%
IGF ISHARES TR 0.1%
Value ($000) $418 Shares 8,881 Est. Cost $50.47 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $416 Shares 9,795 Est. Cost $25.26 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $416 Shares 5,403 Est. Cost $78.90 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $406 Shares 5,900 Est. Cost $67.26 Unrealized -16.6%
KODK EASTMAN KODAK CO 0.1%
Value ($000) $390 Shares 100,000 Est. Cost $5.04 Unrealized -23.6%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $389 Shares 7,088 Est. Cost $43.84 Unrealized +9.4%
NUSTAR ENERGY LP 0.1%
Value ($000) $388 Shares 20,755 Est. Cost $44.40 Unrealized
SPWH SPORTSMANS WHSE HLDGS INC 0.1%
Value ($000) $383 Shares 90,000 Est. Cost $5.03 Unrealized -5.6%
TPR TAPESTRY INC 0.1%
Value ($000) $375 Shares 10,178 Est. Cost $34.31 Unrealized -14.9%
TRGP TARGA RES CORP 0.0%
Value ($000) $368 Shares 4,233 Est. Cost $49.03 Unrealized +67.3%
META META PLATFORMS INC 0.0%
Value ($000) $359 Shares 1,014 Est. Cost $209.11 Unrealized +54.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $359 Shares 930 Est. Cost $176.40 Unrealized +80.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $358 Shares 1,209 Est. Cost $230.59 Unrealized +8.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $356 Shares 6,939 Est. Cost $55.31 Unrealized -15.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $356 Shares 4,596 Est. Cost $78.87 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $344 Shares 600 Est. Cost $318.25 Unrealized +45.4%
HRB BLOCK H & R INC 0.0%
Value ($000) $340 Shares 7,019 Est. Cost $21.65 Unrealized +93.6%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $333 Shares 2,840 Est. Cost $121.58 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $333 Shares 6,380 Est. Cost $53.63 Unrealized -14.4%
OEF ISHARES TR 0.0%
Value ($000) $325 Shares 1,455 Est. Cost $142.27 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $323 Shares 2,871 Est. Cost $142.00 Unrealized -36.0%
BP BP PLC 0.0%
Value ($000) $322 Shares 9,105 Est. Cost $27.61 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $321 Shares 13,025 Est. Cost $24.69 Unrealized -9.2%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $317 Shares 1,310 Est. Cost $218.46 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $312 Shares 3,225 Est. Cost $72.62 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $308 Shares 8,346 Est. Cost $28.30 Unrealized
FBK FB FINL CORP 0.0%
Value ($000) $300 Shares 7,526 Est. Cost $33.94 Unrealized -5.9%
EWJ ISHARES INC 0.0%
Value ($000) $298 Shares 4,650 Est. Cost $64.14 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $296 Shares 10,121 Est. Cost $22.54 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $292 Shares 6,455 Est. Cost $54.99 Unrealized -22.9%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $289 Shares 8,500 Est. Cost $34.01 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $283 Shares 983 Est. Cost $236.17 Unrealized +8.0%
TGT TARGET CORP 0.0%
Value ($000) $282 Shares 1,982 Est. Cost $179.64 Unrealized -37.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $279 Shares 3,864 Est. Cost $78.51 Unrealized -13.7%
NOW SERVICENOW INC 0.0%
Value ($000) $278 Shares 393 Est. Cost $114.75 Unrealized +9.8%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $277 Shares 2,178 Est. Cost $155.39 Unrealized -27.1%
BARRICK GOLD CORP 0.0%
Value ($000) $276 Shares 15,239 Est. Cost $17.18 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $271 Shares 4,111 Est. Cost $54.93 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $270 Shares 409 Est. Cost $494.32 Unrealized +16.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $270 Shares 4,518 Est. Cost $59.16 Unrealized -0.9%
MPLX MPLX LP 0.0%
Value ($000) $264 Shares 7,195 Est. Cost $34.05 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $259 Shares 21,267 Est. Cost $8.01 Unrealized +20.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $259 Shares 2,504 Est. Cost $125.73 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $258 Shares 5,771 Est. Cost $42.61 Unrealized
FXB INVESCO CURRENCYSHARES BRIT 0.0%
Value ($000) $256 Shares 2,086 Est. Cost $119.34 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $250 Shares 1,872 Est. Cost $125.75 Unrealized -16.0%
AFL AFLAC INC 0.0%
Value ($000) $248 Shares 3,002 Est. Cost $70.52 Unrealized +9.2%
NUE NUCOR CORP 0.0%
Value ($000) $243 Shares 1,396 Est. Cost $140.25 Unrealized +9.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $241 Shares 4,902 Est. Cost $37.71 Unrealized +8.8%
HBCP HOME BANCORP INC 0.0%
Value ($000) $241 Shares 5,733 Est. Cost $34.65 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $240 Shares 783 Est. Cost $207.72 Unrealized +30.0%
MCK MCKESSON CORP 0.0%
Value ($000) $235 Shares 508 Est. Cost $380.04 Unrealized +18.5%
ZTS ZOETIS INC 0.0%
Value ($000) $233 Shares 1,180 Est. Cost $168.11 Unrealized +2.8%
WMT WALMART INC 0.0%
Value ($000) $231 Shares 1,468 Est. Cost $39.00 Unrealized +32.4%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $230 Shares 5,326 Est. Cost $39.42 Unrealized +3.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $228 Shares 2,583 Est. Cost $80.17 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $228 Shares 2,524 Est. Cost $95.66 Unrealized -9.9%
LLY ELI LILLY & CO 0.0%
Value ($000) $226 Shares 388 Est. Cost $575.10 Unrealized 0.0%
EQIX EQUINIX INC 0.0%
Value ($000) $226 Shares 280 Est. Cost $733.71 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $223 Shares 2,029 Est. Cost $96.07 Unrealized 0.0%
SNA SNAP ON INC 0.0%
Value ($000) $219 Shares 757 Est. Cost $254.93 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $218 Shares 2,319 Est. Cost $84.48 Unrealized -0.9%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $216 Shares 15,221 Est. Cost $11.44 Unrealized -2.3%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $213 Shares 1,223 Est. Cost $146.18 Unrealized +12.3%
DHI D R HORTON INC 0.0%
Value ($000) $213 Shares 1,400 Est. Cost $120.55 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $210 Shares 712 Est. Cost $133.70 Unrealized 0.0%
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $207 Shares 10,480 Est. Cost $14.60 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $205 Shares 851 Est. Cost $170.34 Unrealized +26.5%
OLO INC 0.0%
Value ($000) $174 Shares 30,439 Est. Cost $16.50 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $154 Shares 83,887 Est. Cost $9.47 Unrealized -85.0%
LYFT LYFT INC 0.0%
Value ($000) $153 Shares 10,174 Est. Cost $54.63 Unrealized -78.7%
NOK NOKIA CORP 0.0%
Value ($000) $130 Shares 38,000 Est. Cost $4.22 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $108 Shares 13,015 Est. Cost $4.46 Unrealized +81.4%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $84 Shares 12,359 Est. Cost $6.76 Unrealized
NEUBERGER BERMAN ENERGY INFR 0.0%
Value ($000) $78 Shares 11,325 Est. Cost $6.66 Unrealized
CYH COMMUNITY HEALTH SYS INC NEW 0.0%
Value ($000) $63 Shares 20,000 Est. Cost $4.17 Unrealized -35.3%
UPLD UPLAND SOFTWARE INC 0.0%
Value ($000) $61 Shares 14,411 Est. Cost $9.26 Unrealized -53.3%
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $56 Shares 14,508 Est. Cost $5.18 Unrealized
ISHARES TR 0.0%
Value ($000) $1 Shares 10,000 Est. Cost Unrealized