ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 29, 2024

Total Value ($000): $458,666 (100.0% shares, 0.0% debt)

Holdings (177)

AAPL APPLE INC COM 6.4%
Value ($000) $29,336 Shares 139,283 Est. Cost $137.11 Unrealized +35.0%
PGR PROGRESSIVE CORP COM 5.4%
Value ($000) $24,971 Shares 120,222 Est. Cost $23.88 Unrealized +707.0%
MSFT MICROSOFT CORP COM 5.0%
Value ($000) $22,863 Shares 51,153 Est. Cost $106.33 Unrealized +292.4%
LLY ELI LILLY & CO COM 4.1%
Value ($000) $18,732 Shares 20,689 Est. Cost $70.44 Unrealized +1022.8%
ADP AUTOMATIC DATA PROCESSING INC COM 3.3%
Value ($000) $15,215 Shares 63,744 Est. Cost $68.80 Unrealized +243.9%
GOOG ALPHABET INC CAP STK CL C 3.3%
Value ($000) $14,950 Shares 81,505 Est. Cost $110.98 Unrealized +52.2%
KO COCA COLA CO COM 3.0%
Value ($000) $13,906 Shares 218,480 Est. Cost $31.04 Unrealized +89.7%
QCOM QUALCOMM INC COM 2.9%
Value ($000) $13,317 Shares 66,861 Est. Cost $52.31 Unrealized +248.7%
WMT WALMART INC COM 2.8%
Value ($000) $13,026 Shares 192,372 Est. Cost $44.89 Unrealized +38.0%
HD HOME DEPOT INC COM 2.5%
Value ($000) $11,301 Shares 32,829 Est. Cost $137.26 Unrealized +138.6%
JNJ JOHNSON & JOHNSON COM 2.2%
Value ($000) $10,313 Shares 70,557 Est. Cost $111.53 Unrealized +26.8%
MCD MCDONALDS CORP COM 2.2%
Value ($000) $10,176 Shares 39,932 Est. Cost $76.49 Unrealized +233.4%
XOM EXXON MOBIL CORP COM 2.1%
Value ($000) $9,746 Shares 84,660 Est. Cost $54.34 Unrealized +102.6%
CB CHUBB LIMITED COM 2.1%
Value ($000) $9,498 Shares 37,236 Est. Cost $140.27 Unrealized +80.2%
ABBV ABBVIE INC COM 1.7%
Value ($000) $8,008 Shares 46,689 Est. Cost $101.71 Unrealized +54.5%
TFC TRUIST FINL CORP COM 1.7%
Value ($000) $7,804 Shares 200,881 Est. Cost $41.35 Unrealized -15.5%
GPC GENUINE PARTS CO COM 1.7%
Value ($000) $7,727 Shares 55,861 Est. Cost $72.66 Unrealized +94.9%
CVX CHEVRON 1.6%
Value ($000) $7,305 Shares 46,704 Est. Cost $75.17 Unrealized +97.4%
INTC INTEL CORP COM 1.6%
Value ($000) $7,228 Shares 233,394 Est. Cost $28.20 Unrealized +15.3%
VZ VERIZON COMMUNICATIONS INC COM 1.5%
Value ($000) $6,982 Shares 169,310 Est. Cost $39.18 Unrealized -6.9%
CMI CUMMINS INC COM 1.5%
Value ($000) $6,698 Shares 24,187 Est. Cost $123.38 Unrealized +123.8%
CPRT COPART INC COM 1.4%
Value ($000) $6,356 Shares 117,354 Est. Cost $31.69 Unrealized +72.3%
AMGN AMGEN INC COM 1.3%
Value ($000) $5,751 Shares 18,405 Est. Cost $120.11 Unrealized +132.5%
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value ($000) $5,479 Shares 40,036 Est. Cost $87.94 Unrealized +47.8%
MRK MERCK & CO INC COM 1.2%
Value ($000) $5,383 Shares 43,478 Est. Cost $39.93 Unrealized +204.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.2%
Value ($000) $5,327 Shares 17,243 Est. Cost $136.16 Unrealized +123.3%
CFR CULLEN FROST BANKERS INC COM 1.2%
Value ($000) $5,317 Shares 52,320 Est. Cost $56.53 Unrealized +75.9%
NVDA NVIDIA CORPORATION COM 1.1%
Value ($000) $5,145 Shares 41,650 Est. Cost $93.12 Unrealized +8.5%
JPM JPMORGAN CHASE & CO. COM 1.1%
Value ($000) $5,003 Shares 24,733 Est. Cost $112.11 Unrealized +68.7%
TROW PRICE T ROWE GROUP INC COM 1.1%
Value ($000) $5,002 Shares 43,376 Est. Cost $149.24 Unrealized -29.1%
COP CONOCOPHILLIPS COM 1.0%
Value ($000) $4,709 Shares 41,172 Est. Cost $46.79 Unrealized +146.6%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $4,694 Shares 5,522 Est. Cost $157.03 Unrealized +392.8%
SYY SYSCO CORP COM 0.9%
Value ($000) $4,331 Shares 60,660 Est. Cost $34.13 Unrealized +108.5%
CTAS CINTAS CORP COM 0.9%
Value ($000) $4,279 Shares 6,110 Est. Cost $31.69 Unrealized +431.8%
WY WEYERHAEUSER CO MTN BE COM NEW 0.9%
Value ($000) $4,246 Shares 149,554 Est. Cost $20.59 Unrealized +42.9%
WERN WERNER ENTERPRISES INC COM 0.9%
Value ($000) $3,926 Shares 109,564 Est. Cost $30.15 Unrealized +21.2%
PAYX PAYCHEX INC COM 0.8%
Value ($000) $3,703 Shares 31,237 Est. Cost $61.76 Unrealized +88.4%
SON SONOCO PRODS CO COM 0.7%
Value ($000) $3,223 Shares 63,549 Est. Cost $37.77 Unrealized +42.3%
WM WASTE MGMT INC DEL COM 0.7%
Value ($000) $3,219 Shares 15,088 Est. Cost $107.61 Unrealized +88.5%
CSX CSX CORP COM 0.7%
Value ($000) $3,166 Shares 94,656 Est. Cost $30.02 Unrealized +10.3%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $3,017 Shares 27,386 Est. Cost $63.30 Unrealized +69.8%
KMB KIMBERLY-CLARK CORP COM 0.7%
Value ($000) $2,985 Shares 21,598 Est. Cost $79.35 Unrealized +57.9%
TECH BIO-TECHNE CORP COM 0.6%
Value ($000) $2,943 Shares 41,070 Est. Cost $66.78 Unrealized +9.3%
AFL AFLAC INC COM 0.6%
Value ($000) $2,800 Shares 31,349 Est. Cost $36.23 Unrealized +129.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $2,636 Shares 26,301 Est. Cost $56.42 Unrealized +67.1%
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $2,626 Shares 14,386 Est. Cost $83.12 Unrealized +109.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.6%
Value ($000) $2,610 Shares 24,493 Est. Cost $103.39 Unrealized -10.2%
MMS MAXIMUS INC COM 0.5%
Value ($000) $2,455 Shares 28,643 Est. Cost $72.67 Unrealized +15.6%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $2,371 Shares 12,186 Est. Cost $156.97 Unrealized +12.2%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $2,370 Shares 34,542 Est. Cost $54.98 Unrealized +14.8%
PFE PFIZER INC COM 0.5%
Value ($000) $2,328 Shares 83,207 Est. Cost $23.93 Unrealized +3.5%
PSA PUBLIC STORAGE OPER CO COM 0.4%
Value ($000) $1,953 Shares 6,787 Est. Cost $287.61 Unrealized -10.4%
PATTERSON COS INC COM 0.4%
Value ($000) $1,935 Shares 80,203 Est. Cost $23515.96 Unrealized
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,924 Shares 19,379 Est. Cost $132.46 Unrealized -20.3%
VRT VERTIV HOLDINGS CO COM CL A 0.4%
Value ($000) $1,835 Shares 21,196 Est. Cost $56.73 Unrealized +60.1%
TFX TELEFLEX INCORPORATED COM 0.4%
Value ($000) $1,821 Shares 8,658 Est. Cost $127.46 Unrealized +61.9%
TGT TARGET CORP COM 0.4%
Value ($000) $1,816 Shares 12,269 Est. Cost $110.27 Unrealized +34.1%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,770 Shares 9,157 Est. Cost $123.75 Unrealized +48.4%
DVN DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $1,668 Shares 35,191 Est. Cost $40.51 Unrealized +16.6%
BA BOEING CO COM 0.4%
Value ($000) $1,657 Shares 9,105 Est. Cost $195.55 Unrealized -8.8%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,648 Shares 9,992 Est. Cost $73.04 Unrealized +115.2%
EXPD EXPEDITORS INTL WASH INC COM 0.4%
Value ($000) $1,647 Shares 13,196 Est. Cost $115.08 Unrealized +1.2%
IDCC INTERDIGITAL INC COM 0.3%
Value ($000) $1,525 Shares 13,085 Est. Cost $70.25 Unrealized +52.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,459 Shares 20,606 Est. Cost $68.49 Unrealized -1.3%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,451 Shares 5,549 Est. Cost $188.71 Unrealized +39.3%
ENVA ENOVA INTL INC COM 0.3%
Value ($000) $1,428 Shares 22,942 Est. Cost $37.14 Unrealized +64.3%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $1,293 Shares 9,161 Est. Cost $71.78 Unrealized +94.5%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $1,285 Shares 9,826 Est. Cost $94564.83 Unrealized
GNTX GENTEX CORP COM 0.3%
Value ($000) $1,242 Shares 36,854 Est. Cost $34.62 Unrealized -0.3%
LULU LULULEMON ATHLETICA INC COM 0.3%
Value ($000) $1,197 Shares 4,009 Est. Cost $334.33 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,150 Shares 14,769 Est. Cost $92.75 Unrealized -15.8%
SO SOUTHERN CO COM 0.2%
Value ($000) $1,132 Shares 14,595 Est. Cost $46.30 Unrealized +55.0%
WU WESTERN UN CO COM 0.2%
Value ($000) $1,120 Shares 91,673 Est. Cost $19221.01 Unrealized
ROST ROSS STORES INC COM 0.2%
Value ($000) $1,113 Shares 7,656 Est. Cost $68.19 Unrealized +99.2%
META META PLATFORMS INC CL A 0.2%
Value ($000) $1,078 Shares 2,138 Est. Cost $294.09 Unrealized +64.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,071 Shares 2,632 Est. Cost $218.37 Unrealized +87.1%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $1,059 Shares 13,456 Est. Cost $84.55 Unrealized -7.7%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $1,040 Shares 4,387 Est. Cost $84.80 Unrealized +179.3%
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $1,027 Shares 4,595 Est. Cost $187.16 Unrealized +19.7%
PNR PENTAIR PLC SHS 0.2%
Value ($000) $1,002 Shares 13,070 Est. Cost $40.62 Unrealized +95.2%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $976 Shares 22,599 Est. Cost $53.13 Unrealized -15.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $938 Shares 2,108 Est. Cost $270.24 Unrealized +47.4%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $889 Shares 4,163 Est. Cost $79.20 Unrealized +132.1%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $887 Shares 11,305 Est. Cost $77.08 Unrealized -0.4%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $871 Shares 5,728 Est. Cost $119.05 Unrealized +14.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $825 Shares 3,082 Est. Cost $117966.58 Unrealized
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $737 Shares 4,636 Est. Cost $61.56 Unrealized +156.6%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $671 Shares 6,468 Est. Cost $45.68 Unrealized +127.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $573 Shares 9,150 Est. Cost $61.43 Unrealized +1.1%
NFLX NETFLIX INC COM 0.1%
Value ($000) $568 Shares 841 Est. Cost $26.46 Unrealized +136.1%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $557 Shares 17,777 Est. Cost $28816.18 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $552 Shares 1,475 Est. Cost $160570.86 Unrealized
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $539 Shares 4,944 Est. Cost $88.86 Unrealized +19.5%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $529 Shares 14,172 Est. Cost $48.23 Unrealized -23.1%
ORCL ORACLE CORP COM 0.1%
Value ($000) $523 Shares 3,705 Est. Cost $98.93 Unrealized +23.6%
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $512 Shares 1,345 Est. Cost $228.76 Unrealized +61.1%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $499 Shares 16,353 Est. Cost $31.42 Unrealized +0.7%
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $489 Shares 3,753 Est. Cost $78537.94 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $487 Shares 5,447 Est. Cost $54.29 Unrealized +61.7%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $481 Shares 2,773 Est. Cost $194.91 Unrealized -16.2%
FAST FASTENAL CO COM 0.1%
Value ($000) $471 Shares 7,502 Est. Cost $26.47 Unrealized +23.3%
MAS MASCO CORP COM 0.1%
Value ($000) $460 Shares 6,906 Est. Cost $21.99 Unrealized +211.5%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $457 Shares 6,441 Est. Cost $67.73 Unrealized +2.9%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $456 Shares 837 Est. Cost $331086.40 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $423 Shares 8,636 Est. Cost $59.65 Unrealized -21.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $419 Shares 2,300 Est. Cost $107.37 Unrealized +55.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $407 Shares 2,353 Est. Cost $104.14 Unrealized +59.3%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $396 Shares 1,533 Est. Cost $117.55 Unrealized +106.2%
HDPSX HODGES SMALL CAP RETAIL 0.1%
Value ($000) $395 Shares 18,496 Est. Cost $19.44 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $385 Shares 2,222 Est. Cost $35.20 Unrealized +410.2%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $375 Shares 1,258 Est. Cost $276.85 Unrealized +10.2%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $375 Shares 4,476 Est. Cost $52.79 Unrealized +61.6%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $375 Shares 1,553 Est. Cost $133.39 Unrealized +90.9%
SWYMX SCHWAB TARGET 2050 INDEX 0.1%
Value ($000) $372 Shares 20,705 Est. Cost $15.77 Unrealized
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $372 Shares 250 Est. Cost $465.09 Unrealized +177.9%
NUE NUCOR CORP COM 0.1%
Value ($000) $363 Shares 2,298 Est. Cost $118.11 Unrealized +43.0%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $351 Shares 910 Est. Cost $420.14 Unrealized -3.3%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $350 Shares 6,748 Est. Cost $47519.86 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $346 Shares 3,562 Est. Cost $53.31 Unrealized +67.1%
PEP PEPSICO INC COM 0.1%
Value ($000) $332 Shares 2,015 Est. Cost $110.73 Unrealized +46.6%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $327 Shares 16,326 Est. Cost $6.91 Unrealized +161.3%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $322 Shares 3,832 Est. Cost $54009.92 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $317 Shares 4,358 Est. Cost $49889.87 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $306 Shares 1,908 Est. Cost $90385.23 Unrealized
FSPSX FIDELITY INTERNATIONAL INDEX 0.1%
Value ($000) $298 Shares 5,978 Est. Cost $41017.25 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $274 Shares 670 Est. Cost $199.15 Unrealized +109.6%
BIO BIO RAD LABS INC CL A 0.1%
Value ($000) $267 Shares 978 Est. Cost $642.78 Unrealized -54.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $258 Shares 4,815 Est. Cost $30008.90 Unrealized
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $254 Shares 2,490 Est. Cost $200.00 Unrealized -51.3%
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $245 Shares 10,000 Est. Cost $24056.03 Unrealized
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $244 Shares 3,290 Est. Cost $75.85 Unrealized -1.6%
V VISA INC COM CL A 0.0%
Value ($000) $222 Shares 845 Est. Cost $163.51 Unrealized +65.6%
ABT ABBOTT LABS COM 0.0%
Value ($000) $220 Shares 2,116 Est. Cost $67.43 Unrealized +52.7%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $217 Shares 5,537 Est. Cost $31599.97 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $198 Shares 3,370 Est. Cost $51700.00 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $198 Shares 1,153 Est. Cost $158.10 Unrealized 0.0%
VGHAX VANGUARD HEALTH CARE ADM 0.0%
Value ($000) $191 Shares 2,063 Est. Cost $78825.34 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $190 Shares 5,679 Est. Cost $52.11 Unrealized -31.8%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $189 Shares 11,904 Est. Cost $17.01 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $184 Shares 2,181 Est. Cost $65792.27 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $181 Shares 1,806 Est. Cost $68.28 Unrealized +46.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $176 Shares 377 Est. Cost $368.64 Unrealized +19.8%
RPM RPM INTL INC COM 0.0%
Value ($000) $173 Shares 1,608 Est. Cost $88.24 Unrealized +25.5%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $173 Shares 3,096 Est. Cost $35.69 Unrealized +34.5%
AMCOR PLC ORD 0.0%
Value ($000) $169 Shares 17,286 Est. Cost $8.89 Unrealized +3.1%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $164 Shares 13,541 Est. Cost $61566.31 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $164 Shares 950 Est. Cost $159.54 Unrealized +9.6%
GLW CORNING INC COM 0.0%
Value ($000) $162 Shares 4,160 Est. Cost $30.87 Unrealized +9.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $159 Shares 3,214 Est. Cost $46.18 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $157 Shares 2,750 Est. Cost $49.01 Unrealized +12.1%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $152 Shares 1,000 Est. Cost $93.48 Unrealized +45.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $145 Shares 676 Est. Cost $206.67 Unrealized +8.5%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $144 Shares 431 Est. Cost $213.76 Unrealized +58.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $135 Shares 1,835 Est. Cost $58.47 Unrealized +23.7%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $135 Shares 5,063 Est. Cost $19.21 Unrealized +30.2%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $131 Shares 2,280 Est. Cost $52439.49 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $129 Shares 6,100 Est. Cost $18.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $129 Shares 234 Est. Cost $614.81 Unrealized -7.3%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $125 Shares 3,879 Est. Cost $27.15 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $125 Shares 245 Est. Cost $434.99 Unrealized +8.8%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $122 Shares 116 Est. Cost $818.96 Unrealized +17.7%
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $120 Shares 2,745 Est. Cost $36.86 Unrealized +13.3%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $119 Shares 270 Est. Cost $369.85 Unrealized +22.1%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $118 Shares 235 Est. Cost $329211.60 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $117 Shares 1,218 Est. Cost $90.36 Unrealized
T AT&T INC COM 0.0%
Value ($000) $114 Shares 5,965 Est. Cost $16.16 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $114 Shares 202 Est. Cost $508.04 Unrealized +5.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $111 Shares 1,042 Est. Cost $88.10 Unrealized +16.7%
CCEL CRYO-CELL INTL INC COM 0.0%
Value ($000) $110 Shares 14,433 Est. Cost $5.16 Unrealized +46.6%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $109 Shares 1,683 Est. Cost $114.28 Unrealized -44.7%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $109 Shares 405 Est. Cost $40.72 Unrealized +28.5%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $108 Shares 200 Est. Cost $539.98 Unrealized +6.6%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $108 Shares 2,279 Est. Cost $47.21 Unrealized -4.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $102 Shares 300 Est. Cost $149.57 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $101 Shares 912 Est. Cost $115.05 Unrealized -8.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $101 Shares 1,295 Est. Cost $69.79 Unrealized +16.6%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $100 Shares 1,678 Est. Cost $55.73 Unrealized 0.0%