ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 8, 2024

Total Value ($000): $473,754 (100.0% shares, 0.0% debt)

Holdings (181)

PGR PROGRESSIVE CORP COM 5.5%
Value ($000) $25,999 Shares 125,708 Est. Cost $23.88 Unrealized +614.5%
AAPL APPLE INC COM 5.3%
Value ($000) $25,056 Shares 146,117 Est. Cost $137.11 Unrealized +31.5%
MSFT MICROSOFT CORP COM 4.5%
Value ($000) $21,431 Shares 50,938 Est. Cost $106.33 Unrealized +275.5%
LLY ELI LILLY & CO COM 3.7%
Value ($000) $17,433 Shares 22,408 Est. Cost $70.44 Unrealized +897.2%
ADP AUTOMATIC DATA PROCESSING INC COM 3.5%
Value ($000) $16,787 Shares 67,218 Est. Cost $68.80 Unrealized +240.5%
KO COCA COLA CO COM 3.0%
Value ($000) $14,187 Shares 231,897 Est. Cost $31.04 Unrealized +82.7%
HD HOME DEPOT INC COM 2.8%
Value ($000) $13,339 Shares 34,773 Est. Cost $137.26 Unrealized +153.9%
GOOG ALPHABET INC CAP STK CL C 2.7%
Value ($000) $12,725 Shares 83,575 Est. Cost $110.98 Unrealized +29.1%
QCOM QUALCOMM INC COM 2.6%
Value ($000) $12,403 Shares 73,261 Est. Cost $52.31 Unrealized +184.0%
MCD MCDONALDS CORP COM 2.5%
Value ($000) $11,883 Shares 42,144 Est. Cost $76.49 Unrealized +263.5%
WMT WALMART INC COM 2.5%
Value ($000) $11,682 Shares 194,157 Est. Cost $44.89 Unrealized +24.8%
JNJ JOHNSON & JOHNSON COM 2.4%
Value ($000) $11,353 Shares 71,765 Est. Cost $111.53 Unrealized +34.7%
INTC INTEL CORP COM 2.2%
Value ($000) $10,601 Shares 240,007 Est. Cost $28.20 Unrealized +56.2%
XOM EXXON MOBIL CORP COM 2.1%
Value ($000) $9,749 Shares 83,871 Est. Cost $54.34 Unrealized +80.5%
CB CHUBB LIMITED COM 2.0%
Value ($000) $9,620 Shares 37,123 Est. Cost $140.27 Unrealized +72.0%
GPC GENUINE PARTS CO COM 1.9%
Value ($000) $8,778 Shares 56,656 Est. Cost $72.66 Unrealized +89.3%
ABBV ABBVIE INC COM 1.8%
Value ($000) $8,518 Shares 46,779 Est. Cost $101.71 Unrealized +59.3%
TFC TRUIST FINL CORP COM 1.8%
Value ($000) $8,440 Shares 216,523 Est. Cost $41.35 Unrealized -19.3%
CMI CUMMINS INC COM 1.7%
Value ($000) $7,851 Shares 26,644 Est. Cost $123.38 Unrealized +100.7%
VZ VERIZON COMMUNICATIONS INC COM 1.6%
Value ($000) $7,659 Shares 182,525 Est. Cost $39.18 Unrealized -8.3%
CVX CHEVRON 1.5%
Value ($000) $7,339 Shares 46,529 Est. Cost $75.17 Unrealized +84.9%
CPRT COPART INC COM 1.5%
Value ($000) $6,903 Shares 119,189 Est. Cost $31.69 Unrealized +62.3%
CFR CULLEN FROST BANKERS INC COM 1.3%
Value ($000) $6,306 Shares 56,014 Est. Cost $56.53 Unrealized +78.0%
UPS UNITED PARCEL SERVICE INC CL B 1.3%
Value ($000) $6,029 Shares 40,563 Est. Cost $87.94 Unrealized +55.1%
MRK MERCK & CO INC COM 1.3%
Value ($000) $5,992 Shares 45,413 Est. Cost $39.93 Unrealized +189.9%
WY WEYERHAEUSER CO MTN BE COM NEW 1.2%
Value ($000) $5,658 Shares 157,552 Est. Cost $20.59 Unrealized +55.0%
TROW PRICE T ROWE GROUP INC COM 1.2%
Value ($000) $5,534 Shares 45,387 Est. Cost $149.24 Unrealized -31.8%
COP CONOCOPHILLIPS COM 1.1%
Value ($000) $5,428 Shares 42,646 Est. Cost $46.79 Unrealized +130.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.1%
Value ($000) $5,368 Shares 17,809 Est. Cost $136.16 Unrealized +96.6%
AMGN AMGEN INC COM 1.1%
Value ($000) $5,321 Shares 18,715 Est. Cost $120.11 Unrealized +129.8%
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $5,201 Shares 25,963 Est. Cost $112.11 Unrealized +54.9%
SYY SYSCO CORP COM 1.0%
Value ($000) $4,961 Shares 61,108 Est. Cost $34.13 Unrealized +118.6%
WERN WERNER ENTERPRISES INC COM 0.9%
Value ($000) $4,362 Shares 111,503 Est. Cost $30.15 Unrealized +32.2%
COST COSTCO WHSL CORP NEW COM 0.9%
Value ($000) $4,200 Shares 5,732 Est. Cost $157.03 Unrealized +350.1%
CTAS CINTAS CORP COM 0.9%
Value ($000) $4,198 Shares 6,110 Est. Cost $31.69 Unrealized +378.6%
CSX CSX CORP COM 0.9%
Value ($000) $4,168 Shares 112,447 Est. Cost $30.02 Unrealized +18.2%
SON SONOCO PRODS CO COM 0.8%
Value ($000) $3,970 Shares 68,629 Est. Cost $37.77 Unrealized +39.1%
PAYX PAYCHEX INC COM 0.8%
Value ($000) $3,890 Shares 31,675 Est. Cost $61.76 Unrealized +85.6%
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $3,783 Shares 4,187 Est. Cost $22.10 Unrealized +227.8%
TECH BIO-TECHNE CORP COM 0.7%
Value ($000) $3,346 Shares 47,535 Est. Cost $66.78 Unrealized +6.2%
WM WASTE MGMT INC DEL COM 0.7%
Value ($000) $3,241 Shares 15,203 Est. Cost $107.61 Unrealized +77.5%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $3,113 Shares 27,444 Est. Cost $63.30 Unrealized +57.0%
KMB KIMBERLY-CLARK CORP COM 0.7%
Value ($000) $3,102 Shares 23,982 Est. Cost $79.35 Unrealized +43.8%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $2,970 Shares 40,546 Est. Cost $54.98 Unrealized +31.0%
MMS MAXIMUS INC COM 0.6%
Value ($000) $2,792 Shares 33,272 Est. Cost $72.67 Unrealized +13.2%
AFL AFLAC INC COM 0.6%
Value ($000) $2,765 Shares 32,200 Est. Cost $36.23 Unrealized +117.4%
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $2,651 Shares 13,971 Est. Cost $80.41 Unrealized +105.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $2,549 Shares 26,358 Est. Cost $56.42 Unrealized +56.8%
PATTERSON COS INC COM 0.5%
Value ($000) $2,532 Shares 91,575 Est. Cost $23515.96 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.5%
Value ($000) $2,518 Shares 23,243 Est. Cost $103.96 Unrealized -5.6%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $2,381 Shares 19,459 Est. Cost $132.46 Unrealized -22.7%
TGT TARGET CORP COM 0.5%
Value ($000) $2,195 Shares 12,384 Est. Cost $110.27 Unrealized +28.8%
PFE PFIZER INC COM 0.5%
Value ($000) $2,189 Shares 78,868 Est. Cost $23.88 Unrealized +3.2%
TFX TELEFLEX INCORPORATED COM 0.4%
Value ($000) $2,022 Shares 8,938 Est. Cost $127.46 Unrealized +83.2%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $2,011 Shares 22,009 Est. Cost $92.75 Unrealized -4.5%
PSA PUBLIC STORAGE OPER CO COM 0.4%
Value ($000) $1,980 Shares 6,827 Est. Cost $287.61 Unrealized -7.8%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $1,812 Shares 11,096 Est. Cost $71.78 Unrealized +88.1%
VRT VERTIV HOLDINGS CO COM CL A 0.4%
Value ($000) $1,778 Shares 21,766 Est. Cost $56.73 Unrealized +10.5%
DVN DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $1,774 Shares 35,351 Est. Cost $40.51 Unrealized +3.2%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,753 Shares 9,720 Est. Cost $123.75 Unrealized +34.9%
EXPD EXPEDITORS INTL WASH INC COM 0.3%
Value ($000) $1,650 Shares 13,571 Est. Cost $115.08 Unrealized +4.8%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,621 Shares 9,990 Est. Cost $73.04 Unrealized +105.2%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,619 Shares 5,464 Est. Cost $187.55 Unrealized +43.9%
BA BOEING CO COM 0.3%
Value ($000) $1,613 Shares 8,358 Est. Cost $197.09 Unrealized +4.3%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,595 Shares 9,156 Est. Cost $150.62 Unrealized +4.8%
ENVA ENOVA INTL INC COM 0.3%
Value ($000) $1,512 Shares 24,062 Est. Cost $37.14 Unrealized +57.8%
IDCC INTERDIGITAL INC COM 0.3%
Value ($000) $1,393 Shares 13,083 Est. Cost $70.25 Unrealized +50.5%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $1,389 Shares 10,596 Est. Cost $94564.83 Unrealized
GNTX GENTEX CORP COM 0.3%
Value ($000) $1,353 Shares 37,450 Est. Cost $34.62 Unrealized -0.1%
WU WESTERN UN CO COM 0.3%
Value ($000) $1,349 Shares 96,503 Est. Cost $19221.01 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,305 Shares 20,416 Est. Cost $68.49 Unrealized -19.1%
PNR PENTAIR PLC SHS 0.3%
Value ($000) $1,303 Shares 15,250 Est. Cost $40.62 Unrealized +83.1%
RNR RENAISSANCERE HLDGS LTD COM 0.3%
Value ($000) $1,219 Shares 5,185 Est. Cost $187.16 Unrealized +18.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,178 Shares 4,532 Est. Cost $117966.58 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $1,176 Shares 4,381 Est. Cost $84.80 Unrealized +192.0%
ROST ROSS STORES INC COM 0.2%
Value ($000) $1,149 Shares 7,831 Est. Cost $68.19 Unrealized +105.8%
META META PLATFORMS INC CL A 0.2%
Value ($000) $1,049 Shares 2,161 Est. Cost $294.09 Unrealized +50.7%
SO SOUTHERN CO COM 0.2%
Value ($000) $1,047 Shares 14,595 Est. Cost $46.30 Unrealized +39.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,006 Shares 2,392 Est. Cost $199.28 Unrealized +97.4%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $928 Shares 11,305 Est. Cost $77.08 Unrealized -2.4%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $853 Shares 4,157 Est. Cost $79.20 Unrealized +128.2%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $821 Shares 5,701 Est. Cost $119.05 Unrealized +11.8%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $814 Shares 4,635 Est. Cost $61.56 Unrealized +89.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $791 Shares 1,982 Est. Cost $262.10 Unrealized +44.2%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $722 Shares 7,947 Est. Cost $54.29 Unrealized +55.0%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $701 Shares 6,718 Est. Cost $45.68 Unrealized +114.1%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $667 Shares 12,919 Est. Cost $59.23 Unrealized -10.4%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $622 Shares 4,944 Est. Cost $88.86 Unrealized +32.5%
FAST FASTENAL CO COM 0.1%
Value ($000) $608 Shares 7,887 Est. Cost $26.47 Unrealized +28.4%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $571 Shares 6,548 Est. Cost $91.40 Unrealized -11.8%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $571 Shares 16,353 Est. Cost $31.42 Unrealized -5.3%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $569 Shares 17,777 Est. Cost $28816.18 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $546 Shares 14,730 Est. Cost $48.23 Unrealized -24.8%
MAS MASCO CORP COM 0.1%
Value ($000) $544 Shares 6,899 Est. Cost $21.99 Unrealized +217.2%
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $535 Shares 1,345 Est. Cost $228.76 Unrealized +58.9%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $532 Shares 183 Est. Cost $27.21 Unrealized +87.9%
NFLX NETFLIX INC COM 0.1%
Value ($000) $511 Shares 841 Est. Cost $26.46 Unrealized +113.1%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $508 Shares 1,475 Est. Cost $160570.86 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $494 Shares 6,436 Est. Cost $67.73 Unrealized -4.4%
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $488 Shares 3,853 Est. Cost $78537.94 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $469 Shares 2,773 Est. Cost $194.91 Unrealized -5.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $465 Shares 3,705 Est. Cost $98.93 Unrealized +13.6%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $465 Shares 890 Est. Cost $420.44 Unrealized +22.8%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $448 Shares 2,222 Est. Cost $35.20 Unrealized +366.9%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $438 Shares 837 Est. Cost $331086.40 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $438 Shares 2,293 Est. Cost $102.52 Unrealized +68.3%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $437 Shares 4,476 Est. Cost $52.79 Unrealized +66.1%
NUE NUCOR CORP COM 0.1%
Value ($000) $431 Shares 2,178 Est. Cost $115.31 Unrealized +53.7%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $429 Shares 8,716 Est. Cost $59.65 Unrealized -28.5%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $417 Shares 1,553 Est. Cost $133.39 Unrealized +80.7%
HDPSX HODGES SMALL CAP RETAIL 0.1%
Value ($000) $409 Shares 18,496 Est. Cost $19.44 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $402 Shares 1,158 Est. Cost $274.41 Unrealized +14.2%
PEP PEPSICO INC COM 0.1%
Value ($000) $392 Shares 2,240 Est. Cost $110.73 Unrealized +42.0%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $380 Shares 17,506 Est. Cost $61566.31 Unrealized
GL GLOBE LIFE INC COM 0.1%
Value ($000) $373 Shares 3,207 Est. Cost $86.50 Unrealized +39.2%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $372 Shares 1,533 Est. Cost $117.55 Unrealized +97.8%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $367 Shares 6,748 Est. Cost $47519.86 Unrealized
SWYMX SCHWAB TARGET 2050 INDEX 0.1%
Value ($000) $365 Shares 20,705 Est. Cost $15.77 Unrealized
BIO BIO RAD LABS INC CL A 0.1%
Value ($000) $364 Shares 1,053 Est. Cost $642.78 Unrealized -48.8%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $353 Shares 2,340 Est. Cost $107.37 Unrealized +32.2%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $343 Shares 16,326 Est. Cost $6.91 Unrealized +151.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $323 Shares 4,358 Est. Cost $49889.87 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $321 Shares 3,562 Est. Cost $53.31 Unrealized +52.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $320 Shares 3,832 Est. Cost $54009.92 Unrealized
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $312 Shares 250 Est. Cost $465.09 Unrealized +168.9%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $311 Shares 1,908 Est. Cost $90385.23 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $304 Shares 670 Est. Cost $199.15 Unrealized +129.5%
CMP COMPASS MINERALS INTL INC COM 0.1%
Value ($000) $299 Shares 18,980 Est. Cost $51.39 Unrealized -59.4%
FSPSX FIDELITY INTERNATIONAL INDEX 0.1%
Value ($000) $298 Shares 5,956 Est. Cost $41017.25 Unrealized
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $298 Shares 2,490 Est. Cost $200.00 Unrealized -44.3%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $273 Shares 6,398 Est. Cost $52.11 Unrealized -25.3%
ABT ABBOTT LABS COM 0.1%
Value ($000) $259 Shares 2,283 Est. Cost $67.43 Unrealized +64.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $248 Shares 4,815 Est. Cost $30008.90 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $248 Shares 888 Est. Cost $163.51 Unrealized +66.6%
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $239 Shares 10,000 Est. Cost $24056.03 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $226 Shares 5,537 Est. Cost $31599.97 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $214 Shares 2,575 Est. Cost $76.19 Unrealized 0.0%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $192 Shares 3,370 Est. Cost $51700.00 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $191 Shares 1,601 Est. Cost $88.24 Unrealized +26.0%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $187 Shares 11,904 Est. Cost $17.01 Unrealized
VGHAX VANGUARD HEALTH CARE ADM 0.0%
Value ($000) $186 Shares 2,063 Est. Cost $78825.34 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $180 Shares 950 Est. Cost $159.54 Unrealized +15.6%
RTX RTX CORPORATION COM 0.0%
Value ($000) $176 Shares 1,806 Est. Cost $68.28 Unrealized +27.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $173 Shares 2,385 Est. Cost $58.47 Unrealized +9.9%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $172 Shares 676 Est. Cost $206.67 Unrealized +15.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $171 Shares 377 Est. Cost $368.64 Unrealized +12.8%
VFIAX VANGUARD 500 INDEX ADMIRAL 0.0%
Value ($000) $171 Shares 353 Est. Cost $440917.66 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $166 Shares 3,311 Est. Cost $46.18 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $165 Shares 2,040 Est. Cost $70333.85 Unrealized
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $165 Shares 3,096 Est. Cost $35.69 Unrealized +28.4%
AMCOR PLC ORD 0.0%
Value ($000) $164 Shares 17,286 Est. Cost $8.89 Unrealized -1.9%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $158 Shares 431 Est. Cost $213.76 Unrealized +45.5%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $156 Shares 1,000 Est. Cost $93.48 Unrealized +42.5%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $153 Shares 585 Est. Cost $40.72 Unrealized +13.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $142 Shares 556 Est. Cost $219.58 Unrealized +1.1%
GLW CORNING INC COM 0.0%
Value ($000) $137 Shares 4,160 Est. Cost $30.87 Unrealized -1.3%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $137 Shares 1,833 Est. Cost $114.28 Unrealized -50.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $136 Shares 234 Est. Cost $614.81 Unrealized -9.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $135 Shares 1,206 Est. Cost $115.05 Unrealized -12.3%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $132 Shares 2,280 Est. Cost $52439.49 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $132 Shares 2,450 Est. Cost $48.29 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $130 Shares 270 Est. Cost $369.85 Unrealized +22.4%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $127 Shares 5,063 Est. Cost $19.21 Unrealized +19.7%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $124 Shares 3,879 Est. Cost $27.15 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $124 Shares 6,100 Est. Cost $18.45 Unrealized
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $123 Shares 2,845 Est. Cost $36.86 Unrealized +0.3%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $123 Shares 256 Est. Cost $329211.60 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $123 Shares 200 Est. Cost $539.98 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $121 Shares 1,198 Est. Cost $90.27 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $121 Shares 245 Est. Cost $434.99 Unrealized +12.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $118 Shares 1,295 Est. Cost $69.79 Unrealized +18.9%
MED MEDIFAST INC COM 0.0%
Value ($000) $114 Shares 2,976 Est. Cost $149.37 Unrealized -67.6%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $114 Shares 2,279 Est. Cost $47.21 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $113 Shares 202 Est. Cost $508.04 Unrealized +6.1%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $112 Shares 116 Est. Cost $818.96 Unrealized +15.5%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $110 Shares 716 Est. Cost $124.04 Unrealized +13.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $109 Shares 750 Est. Cost $128.87 Unrealized +5.5%
CCEL CRYO-CELL INTL INC COM 0.0%
Value ($000) $108 Shares 14,433 Est. Cost $5.16 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $105 Shares 1,042 Est. Cost $88.10 Unrealized +12.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $103 Shares 479 Est. Cost $272.74 Unrealized -14.1%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $101 Shares 1,035 Est. Cost $80.71 Unrealized +5.5%