MEANS INVESTMENT CO., INC. Diversified Active

CIK: 0000701516 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $438,636 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC 13.9%
Value ($000) $60,935 Shares 450,936 Est. Cost $91.73 Unrealized +27.6%
MGK VANGUARD WORLD FD 10.1%
Value ($000) $44,229 Shares 206,512 Est. Cost $157.75 Unrealized
AMZN AMAZON COM INC 7.6%
Value ($000) $33,401 Shares 10,239 Est. Cost $92.40 Unrealized +72.7%
MSFT MICROSOFT CORP 5.8%
Value ($000) $25,267 Shares 103,347 Est. Cost $124.97 Unrealized +64.9%
XBI SPDR SER TR 3.0%
Value ($000) $13,091 Shares 78,945 Est. Cost $84.03 Unrealized
IJR ISHARES TR 2.4%
Value ($000) $10,516 Shares 98,816 Est. Cost $78.49 Unrealized
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $10,463 Shares 75,131 Est. Cost $88.32 Unrealized +11.1%
META FACEBOOK INC 2.1%
Value ($000) $9,224 Shares 34,113 Est. Cost $156.81 Unrealized +73.6%
IHI ISHARES TR 2.0%
Value ($000) $8,760 Shares 25,286 Est. Cost $265.26 Unrealized
GOOG ALPHABET INC 1.9%
Value ($000) $8,238 Shares 3,930 Est. Cost $57.46 Unrealized +45.7%
BABA ALIBABA GROUP HLDG LTD 1.8%
Value ($000) $8,027 Shares 29,849 Est. Cost $212.51 Unrealized
CRM SALESFORCE COM INC 1.7%
Value ($000) $7,349 Shares 30,464 Est. Cost $158.59 Unrealized +51.5%
DIS DISNEY WALT CO 1.6%
Value ($000) $6,960 Shares 36,456 Est. Cost $121.60 Unrealized +15.3%
ARKG ARK ETF TR 1.4%
Value ($000) $6,304 Shares 56,815 Est. Cost $75.22 Unrealized
LAM RESEARCH CORP 1.4%
Value ($000) $6,254 Shares 10,929 Est. Cost $204.97 Unrealized
BAC BK OF AMERICA CORP 1.4%
Value ($000) $5,930 Shares 180,358 Est. Cost $23.00 Unrealized +2.9%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $4,923 Shares 53,502 Est. Cost $79.23 Unrealized -17.9%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $4,812 Shares 28,976 Est. Cost $116.74 Unrealized +9.2%
NKE NIKE INC 1.1%
Value ($000) $4,778 Shares 33,289 Est. Cost $78.07 Unrealized +57.8%
ABT ABBOTT LABS 1.0%
Value ($000) $4,455 Shares 35,122 Est. Cost $64.16 Unrealized +54.7%
V VISA INC 0.8%
Value ($000) $3,655 Shares 17,352 Est. Cost $149.50 Unrealized +31.9%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $3,508 Shares 41,098 Est. Cost $57.25 Unrealized +5.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $3,323 Shares 13,859 Est. Cost $208.77 Unrealized +5.5%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $3,322 Shares 25,888 Est. Cost $80.18 Unrealized +53.6%
ETF MANAGERS TR 0.7%
Value ($000) $3,281 Shares 46,114 Est. Cost $62.93 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $3,271 Shares 54,531 Est. Cost $41.36 Unrealized +20.9%
SBUX STARBUCKS CORP 0.7%
Value ($000) $3,224 Shares 30,460 Est. Cost $54.81 Unrealized +55.4%
ABBV ABBVIE INC 0.7%
Value ($000) $3,063 Shares 29,519 Est. Cost $64.03 Unrealized +23.3%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $2,901 Shares 53,129 Est. Cost $39.59 Unrealized +11.1%
MCD MCDONALDS CORP 0.7%
Value ($000) $2,889 Shares 13,483 Est. Cost $160.34 Unrealized +20.5%
INTC INTEL CORP 0.6%
Value ($000) $2,819 Shares 46,471 Est. Cost $41.98 Unrealized +4.9%
IDXX IDEXX LABS INC 0.6%
Value ($000) $2,777 Shares 5,254 Est. Cost $205.02 Unrealized +118.2%
PIMCO DYNAMIC INCOME FD 0.6%
Value ($000) $2,774 Shares 104,098 Est. Cost $30.17 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,763 Shares 11,458 Est. Cost $131.79 Unrealized
MRK MERCK & CO. INC 0.6%
Value ($000) $2,731 Shares 36,546 Est. Cost $59.14 Unrealized +9.7%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $2,700 Shares 8,929 Est. Cost $170.20 Unrealized +15.8%
XHE SPDR SER TR 0.6%
Value ($000) $2,699 Shares 21,100 Est. Cost $76.44 Unrealized
MINT PIMCO ETF TR 0.6%
Value ($000) $2,697 Shares 26,413 Est. Cost $101.59 Unrealized
WMT WALMART INC 0.6%
Value ($000) $2,606 Shares 18,094 Est. Cost $31.40 Unrealized +44.1%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $2,529 Shares 45,426 Est. Cost $37.66 Unrealized +33.1%
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $2,522 Shares 50,316 Est. Cost $68.33 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,336 Shares 5,978 Est. Cost $295.61 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $2,329 Shares 37,141 Est. Cost $43.77 Unrealized +26.8%
T AT&T INC 0.5%
Value ($000) $2,317 Shares 80,744 Est. Cost $14.41 Unrealized +6.8%
CSCO CISCO SYS INC 0.5%
Value ($000) $2,214 Shares 46,542 Est. Cost $37.10 Unrealized -4.9%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,893 Shares 6,319 Est. Cost $266.79 Unrealized +5.3%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,887 Shares 43,571 Est. Cost $32.94 Unrealized -19.0%
IXUS ISHARES TR 0.4%
Value ($000) $1,847 Shares 25,776 Est. Cost $52.53 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,826 Shares 21,756 Est. Cost $54.58 Unrealized +20.3%
TJX TJX COS INC NEW 0.4%
Value ($000) $1,787 Shares 25,885 Est. Cost $48.87 Unrealized +15.6%
BX BLACKSTONE GROUP INC 0.4%
Value ($000) $1,750 Shares 24,761 Est. Cost $40.53 Unrealized +20.5%
BHB BAR HBR BANKSHARES 0.4%
Value ($000) $1,714 Shares 70,315 Est. Cost $19.32 Unrealized -4.2%
WRB BERKLEY W R CORP 0.4%
Value ($000) $1,607 Shares 23,442 Est. Cost $20.66 Unrealized +23.7%
PEP PEPSICO INC 0.3%
Value ($000) $1,527 Shares 11,310 Est. Cost $96.44 Unrealized +25.7%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $1,509 Shares 5,052 Est. Cost $265.71 Unrealized +7.1%
NOW SERVICENOW INC 0.3%
Value ($000) $1,445 Shares 2,430 Est. Cost $66.69 Unrealized +55.9%
CAC CAMDEN NATL CORP 0.3%
Value ($000) $1,417 Shares 35,733 Est. Cost $30.18 Unrealized -8.4%
BLACKROCK INC 0.3%
Value ($000) $1,417 Shares 1,965 Est. Cost $555.91 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,393 Shares 667 Est. Cost $56.89 Unrealized +46.8%
FMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,385 Shares 24,146 Est. Cost $52.99 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,362 Shares 11,474 Est. Cost $79.55 Unrealized +19.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1,361 Shares 2,741 Est. Cost $427.27 Unrealized +13.1%
PFE PFIZER INC 0.3%
Value ($000) $1,347 Shares 39,111 Est. Cost $29.83 Unrealized -4.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,316 Shares 3,950 Est. Cost $247.60 Unrealized +24.5%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $1,308 Shares 16,085 Est. Cost $47.21 Unrealized +19.3%
HD HOME DEPOT INC 0.3%
Value ($000) $1,283 Shares 4,631 Est. Cost $159.72 Unrealized +51.8%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,252 Shares 25,118 Est. Cost $55.51 Unrealized -45.3%
VNLA JANUS DETROIT STR TR 0.2%
Value ($000) $1,094 Shares 21,708 Est. Cost $49.95 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,076 Shares 1,764 Est. Cost $9.76 Unrealized +36.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $1,043 Shares 14,414 Est. Cost $54.61 Unrealized +7.0%
SMART GLOBAL HLDGS INC 0.2%
Value ($000) $955 Shares 20,999 Est. Cost $25.51 Unrealized
DOCU DOCUSIGN INC 0.2%
Value ($000) $940 Shares 3,668 Est. Cost $125.38 Unrealized +79.1%
BARRICK GOLD CORP 0.2%
Value ($000) $916 Shares 41,263 Est. Cost $14.35 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $901 Shares 7,449 Est. Cost $93.13 Unrealized +0.3%
KO COCA COLA CO 0.2%
Value ($000) $871 Shares 17,324 Est. Cost $39.30 Unrealized +12.6%
ARKQ ARK ETF TR 0.2%
Value ($000) $850 Shares 8,615 Est. Cost $98.67 Unrealized
ARKF ARK ETF TR 0.2%
Value ($000) $833 Shares 13,450 Est. Cost $61.93 Unrealized
EES WISDOMTREE TR 0.2%
Value ($000) $820 Shares 18,334 Est. Cost $32.48 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $810 Shares 1,453 Est. Cost $31.70 Unrealized +59.9%
IBB ISHARES TR 0.2%
Value ($000) $806 Shares 4,746 Est. Cost $116.87 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $797 Shares 14,976 Est. Cost $31.50 Unrealized +32.3%
JBLU JETBLUE AWYS CORP 0.2%
Value ($000) $793 Shares 48,026 Est. Cost $13.17 Unrealized +4.2%
LOW LOWES COS INC 0.2%
Value ($000) $788 Shares 4,487 Est. Cost $90.41 Unrealized +63.8%
SMH VANECK VECTORS ETF TR 0.2%
Value ($000) $771 Shares 3,062 Est. Cost $88.52 Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $757 Shares 8,215 Est. Cost $85.81 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $723 Shares 2 Est. Cost $313083.50 Unrealized +5.6%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.2%
Value ($000) $696 Shares 1,609 Est. Cost $225.13 Unrealized +98.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $692 Shares 6,294 Est. Cost $63.31 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $634 Shares 9,462 Est. Cost $48.62 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $622 Shares 3,068 Est. Cost $111.14 Unrealized +27.2%
IVV ISHARES TR 0.1%
Value ($000) $613 Shares 1,562 Est. Cost $293.53 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $607 Shares 2,129 Est. Cost $84.11 Unrealized +145.8%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $582 Shares 2,480 Est. Cost $116.53 Unrealized +33.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $575 Shares 1,720 Est. Cost $272.18 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $561 Shares 10,225 Est. Cost $45.79 Unrealized +3.5%
AMGN AMGEN INC 0.1%
Value ($000) $547 Shares 2,328 Est. Cost $163.54 Unrealized +20.0%
BA BOEING CO 0.1%
Value ($000) $534 Shares 2,533 Est. Cost $192.22 Unrealized 0.0%
AOM ISHARES TR 0.1%
Value ($000) $534 Shares 12,128 Est. Cost $37.35 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $531 Shares 1,548 Est. Cost $201.06 Unrealized +60.8%
DE DEERE & CO 0.1%
Value ($000) $525 Shares 1,671 Est. Cost $131.78 Unrealized +76.1%
PKW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $524 Shares 6,638 Est. Cost $52.66 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $520 Shares 841 Est. Cost $313.65 Unrealized +102.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $515 Shares 1,520 Est. Cost $285.43 Unrealized +11.7%
ROKU ROKU INC 0.1%
Value ($000) $510 Shares 1,095 Est. Cost $158.12 Unrealized +65.9%
RH RH 0.1%
Value ($000) $504 Shares 995 Est. Cost $412.11 Unrealized 0.0%
SHV ISHARES TR 0.1%
Value ($000) $492 Shares 4,454 Est. Cost $110.46 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $487 Shares 8,435 Est. Cost $43.94 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $483 Shares 5,547 Est. Cost $33.10 Unrealized +81.2%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $480 Shares 12,899 Est. Cost $12.86 Unrealized +163.0%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $479 Shares 5,000 Est. Cost $59.69 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $467 Shares 6,986 Est. Cost $53.18 Unrealized -7.2%
UNP UNION PAC CORP 0.1%
Value ($000) $456 Shares 2,199 Est. Cost $128.96 Unrealized +38.1%
SO SOUTHERN CO 0.1%
Value ($000) $439 Shares 7,166 Est. Cost $40.74 Unrealized +21.6%
ETN EATON CORP PLC 0.1%
Value ($000) $426 Shares 3,451 Est. Cost $85.79 Unrealized +21.1%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $406 Shares 6,863 Est. Cost $54.39 Unrealized -6.8%
EFG ISHARES TR 0.1%
Value ($000) $403 Shares 3,856 Est. Cost $93.55 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.1%
Value ($000) $401 Shares 2,404 Est. Cost $145.43 Unrealized +2.4%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $396 Shares 6,237 Est. Cost $40.97 Unrealized +46.6%
TSLA TESLA INC 0.1%
Value ($000) $396 Shares 488 Est. Cost $170.65 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $387 Shares 1,783 Est. Cost $136.14 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $386 Shares 4,762 Est. Cost $62.34 Unrealized
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $378 Shares 25,114 Est. Cost $14.46 Unrealized
DRAFTKINGS INC 0.1%
Value ($000) $376 Shares 6,356 Est. Cost $59.16 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $375 Shares 11,336 Est. Cost $17.89 Unrealized 0.0%
STAG STAG INDL INC 0.1%
Value ($000) $371 Shares 11,624 Est. Cost $32.42 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $370 Shares 4,092 Est. Cost $64.40 Unrealized +17.5%
IWS ISHARES TR 0.1%
Value ($000) $370 Shares 3,559 Est. Cost $77.88 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $364 Shares 4,210 Est. Cost $39.31 Unrealized +49.7%
HDV ISHARES TR 0.1%
Value ($000) $360 Shares 4,011 Est. Cost $84.84 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $355 Shares 866 Est. Cost $89.43 Unrealized -0.2%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $351 Shares 9,956 Est. Cost $25.72 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $350 Shares 1,309 Est. Cost $166.52 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $349 Shares 1,126 Est. Cost $309.95 Unrealized
BP BP PLC 0.1%
Value ($000) $347 Shares 16,250 Est. Cost $38.16 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $342 Shares 1,866 Est. Cost $101.17 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.1%
Value ($000) $338 Shares 3,830 Est. Cost $43.15 Unrealized +48.2%
PSX PHILLIPS 66 0.1%
Value ($000) $336 Shares 4,351 Est. Cost $73.58 Unrealized -34.8%
IJS ISHARES TR 0.1%
Value ($000) $331 Shares 3,547 Est. Cost $109.86 Unrealized
XYZ SQUARE INC 0.1%
Value ($000) $331 Shares 1,244 Est. Cost $148.38 Unrealized +31.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $325 Shares 6,999 Est. Cost $52.07 Unrealized -41.0%
MMM 3M CO 0.1%
Value ($000) $318 Shares 1,793 Est. Cost $128.25 Unrealized -8.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $310 Shares 2,419 Est. Cost $96.85 Unrealized +7.2%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $309 Shares 4,785 Est. Cost $40.57 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $306 Shares 1,607 Est. Cost $122.84 Unrealized +17.9%
DIREXION SHS ETF TR 0.1%
Value ($000) $301 Shares 1,900 Est. Cost $158.42 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $298 Shares 2,254 Est. Cost $87.20 Unrealized +33.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $290 Shares 3,359 Est. Cost $50.64 Unrealized +44.4%
USMV ISHARES TR 0.1%
Value ($000) $285 Shares 4,202 Est. Cost $60.14 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $279 Shares 1,919 Est. Cost $97.63 Unrealized +27.7%
NDAQ NASDAQ INC 0.1%
Value ($000) $274 Shares 1,924 Est. Cost $31.21 Unrealized +26.4%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $274 Shares 2,656 Est. Cost $103.16 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $258 Shares 861 Est. Cost $235.77 Unrealized
DESKTOP METAL INC 0.1%
Value ($000) $256 Shares 8,734 Est. Cost $29.31 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $253 Shares 1,276 Est. Cost $153.98 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $249 Shares 5,318 Est. Cost $36.33 Unrealized 0.0%
RUN SUNRUN INC 0.1%
Value ($000) $247 Shares 3,009 Est. Cost $62.08 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $234 Shares 3,857 Est. Cost $44.81 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $232 Shares 470 Est. Cost $462.59 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $231 Shares 1,421 Est. Cost $80.35 Unrealized +70.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $230 Shares 4,038 Est. Cost $36.10 Unrealized +40.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $230 Shares 1,604 Est. Cost $126.81 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $230 Shares 3,159 Est. Cost $57.49 Unrealized 0.0%
CB CHUBB LIMITED 0.1%
Value ($000) $227 Shares 1,366 Est. Cost $130.07 Unrealized 0.0%
INVITAE CORP 0.1%
Value ($000) $226 Shares 4,415 Est. Cost $51.19 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $226 Shares 489 Est. Cost $462.17 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $222 Shares 1,241 Est. Cost $134.60 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $216 Shares 1,326 Est. Cost $114.35 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $214 Shares 888 Est. Cost $173.71 Unrealized +12.8%
ARKK ARK ETF TR 0.0%
Value ($000) $212 Shares 1,369 Est. Cost $154.86 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $211 Shares 1,980 Est. Cost $106.57 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $208 Shares 1,678 Est. Cost $123.96 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $208 Shares 1,281 Est. Cost $135.38 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $206 Shares 5,838 Est. Cost $38.49 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $202 Shares 1,341 Est. Cost $129.28 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $141 Shares 12,282 Est. Cost $6.22 Unrealized +2.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $212.51 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $91.73 Unrealized +27.6%
MSFT MICROSOFT CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $124.97 Unrealized +64.9%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $17.89 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $11 Shares 4,000 Est. Cost $54.81 Unrealized +55.4%
DRAFTKINGS INC 0.0%
Value ($000) $9 Shares 800 Est. Cost $59.16 Unrealized
BA BOEING CO 0.0%
Value ($000) $3 Shares 800 Est. Cost $192.22 Unrealized 0.0%
DESKTOP METAL INC 0.0%
Value ($000) $3 Shares 400 Est. Cost $29.31 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $3 Shares 900 Est. Cost $13.17 Unrealized +4.2%
NKE NIKE INC 0.0%
Value ($000) $3 Shares 400 Est. Cost $78.07 Unrealized +57.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $53.18 Unrealized -7.2%
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $39.30 Unrealized +12.6%