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| Name: |
Tolleson Wealth Management Inc. |
| City: |
DALLAS |
| State: |
TX |
| Zip: |
75205 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.B |
Berkshire Hathaway B |
58 |
New |
$412.05 |
$522,000 |
1,464 |
0.11% |
522,000 |
1,464 |
0 |
Property & Casualty I... |
|
|
BKT |
Blackrock Income Trust Inc |
67 |
New |
$11.56 |
$362,000 |
29,756 |
0.07% |
362,000 |
29,756 |
0.14 |
Closed - End Fund - Debt |
|
|
BHK |
Blackrock Core Bond Trust |
68 |
New |
$10.45 |
$359,000 |
32,940 |
0.07% |
359,000 |
32,940 |
0.061 |
Closed - End Fund - F... |
|
|
MIN |
MFS Intermediate Income Trust |
69 |
New |
$2.61 |
$351,000 |
130,836 |
0.07% |
351,000 |
130,836 |
0.111 |
Closed - End Fund - Debt |
|
|
XT |
Ishares Exponential Technol... |
78 |
New |
$0.00 |
$210,000 |
3,511 |
0.04% |
210,000 |
3,511 |
0.006 |
N/A |
|
|
INTC |
Intel Corp |
79 |
New |
$29.85 |
$201,000 |
4,003 |
0.04% |
201,000 |
4,003 |
0 |
Semiconductor- Broad... |
|
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EMR |
Emerson Electric Co |
81 |
New |
$115.55 |
$200,000 |
2,052 |
0.04% |
200,000 |
2,052 |
0 |
Industrial Electrical... |
|
|
AMG |
Affiliated Managers Group Inc |
80 |
New |
$157.67 |
$200,000 |
1,319 |
0.04% |
200,000 |
1,319 |
0.003 |
Asset Management |
|
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QUBT |
Quantum Computing Inc. |
82 |
New |
$0.75 |
$15,000 |
16,000 |
0% |
15,000 |
16,000 |
0.055 |
N/A |
|
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VGZ |
Vista Gold Corp |
83 |
New |
$0.54 |
$5,000 |
10,000 |
0% |
5,000 |
10,000 |
0.01 |
Gold |
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