MEANS INVESTMENT CO., INC. Diversified Active

CIK: 0000701516 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 21, 2022

Total Value ($000): $471,751 (100.0% shares, 0.0% debt)

Holdings (191)

AAPL APPLE INC 13.1%
Value ($000) $61,738 Shares 451,562 Est. Cost $91.73 Unrealized +62.0%
MGK VANGUARD WORLD FD 7.2%
Value ($000) $33,756 Shares 185,791 Est. Cost $168.27 Unrealized
MSFT MICROSOFT CORP 5.9%
Value ($000) $27,905 Shares 108,651 Est. Cost $133.74 Unrealized +97.0%
AMZN AMAZON COM INC 5.5%
Value ($000) $25,991 Shares 244,713 Est. Cost $124.00 Unrealized +0.9%
MGV VANGUARD WORLD FD 4.2%
Value ($000) $20,015 Shares 208,102 Est. Cost $99.01 Unrealized
IHI ISHARES TR 2.7%
Value ($000) $12,706 Shares 251,894 Est. Cost $89.50 Unrealized
GOOG ALPHABET INC 2.5%
Value ($000) $11,688 Shares 5,343 Est. Cost $76.08 Unrealized +54.2%
IJR ISHARES TR 2.3%
Value ($000) $10,698 Shares 115,767 Est. Cost $83.30 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $9,852 Shares 87,484 Est. Cost $94.52 Unrealized +19.6%
CVX CHEVRON CORP NEW 2.1%
Value ($000) $9,731 Shares 67,209 Est. Cost $83.17 Unrealized +71.6%
META META PLATFORMS INC 1.6%
Value ($000) $7,515 Shares 46,604 Est. Cost $188.11 Unrealized +1.8%
XBI SPDR SER TR 1.5%
Value ($000) $7,166 Shares 96,485 Est. Cost $89.10 Unrealized
CRM SALESFORCE INC 1.3%
Value ($000) $6,170 Shares 37,387 Est. Cost $170.87 Unrealized +2.2%
VWO VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $6,062 Shares 145,558 Est. Cost $49.18 Unrealized
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $5,791 Shares 16,695 Est. Cost $370.99 Unrealized
LAM RESEARCH CORP 1.2%
Value ($000) $5,722 Shares 13,427 Est. Cost $278.24 Unrealized
BAC BK OF AMERICA CORP 1.2%
Value ($000) $5,625 Shares 180,709 Est. Cost $23.00 Unrealized +42.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $5,572 Shares 20,408 Est. Cost $243.35 Unrealized +28.9%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $5,531 Shares 31,158 Est. Cost $119.59 Unrealized +33.7%
V VISA INC 1.1%
Value ($000) $5,136 Shares 26,085 Est. Cost $171.28 Unrealized +17.4%
DIS DISNEY WALT CO 1.0%
Value ($000) $4,911 Shares 52,024 Est. Cost $130.44 Unrealized -16.9%
NOC NORTHROP GRUMMAN CORP 1.0%
Value ($000) $4,895 Shares 10,228 Est. Cost $298.36 Unrealized +45.1%
ABBV ABBVIE INC 1.0%
Value ($000) $4,565 Shares 29,803 Est. Cost $64.03 Unrealized +109.5%
NKE NIKE INC 0.9%
Value ($000) $4,479 Shares 43,824 Est. Cost $91.50 Unrealized +21.6%
BABA ALIBABA GROUP HLDG LTD 0.9%
Value ($000) $4,240 Shares 37,293 Est. Cost $196.16 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $4,194 Shares 54,463 Est. Cost $42.05 Unrealized +54.5%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $3,868 Shares 39,170 Est. Cost $58.13 Unrealized +46.9%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $3,837 Shares 26,687 Est. Cost $81.78 Unrealized +67.9%
ABT ABBOTT LABS 0.8%
Value ($000) $3,814 Shares 35,102 Est. Cost $64.71 Unrealized +64.0%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $3,712 Shares 12,499 Est. Cost $210.98 Unrealized +34.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $3,688 Shares 66,510 Est. Cost $60.24 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $3,480 Shares 14,094 Est. Cost $164.71 Unrealized +37.4%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $3,270 Shares 52,666 Est. Cost $40.57 Unrealized +41.1%
MRK MERCK & CO INC 0.7%
Value ($000) $3,067 Shares 33,640 Est. Cost $59.14 Unrealized +33.9%
ETF MANAGERS TR 0.6%
Value ($000) $2,647 Shares 67,648 Est. Cost $64.22 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,632 Shares 51,868 Est. Cost $39.70 Unrealized +1.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $2,572 Shares 5,008 Est. Cost $276.04 Unrealized +70.6%
BX BLACKSTONE INC 0.5%
Value ($000) $2,571 Shares 28,179 Est. Cost $48.90 Unrealized +96.5%
WMT WALMART INC 0.5%
Value ($000) $2,563 Shares 21,077 Est. Cost $33.22 Unrealized +32.6%
BLACKROCK INC 0.5%
Value ($000) $2,503 Shares 4,109 Est. Cost $695.05 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $2,502 Shares 35,813 Est. Cost $43.77 Unrealized +59.6%
WRB BERKLEY W R CORP 0.5%
Value ($000) $2,400 Shares 35,166 Est. Cost $25.90 Unrealized +60.4%
ARKG ARK ETF TR 0.5%
Value ($000) $2,388 Shares 75,842 Est. Cost $75.62 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,386 Shares 31,228 Est. Cost $56.11 Unrealized +25.4%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,296 Shares 6,085 Est. Cost $303.36 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $2,284 Shares 43,555 Est. Cost $30.17 Unrealized +39.2%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,227 Shares 26,001 Est. Cost $56.46 Unrealized +41.0%
CAC CAMDEN NATL CORP 0.5%
Value ($000) $2,201 Shares 49,963 Est. Cost $33.03 Unrealized +14.7%
MINT PIMCO ETF TR 0.4%
Value ($000) $2,045 Shares 20,637 Est. Cost $101.59 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $2,029 Shares 12,174 Est. Cost $99.53 Unrealized +50.5%
ROBO EXCHANGE TRADED CONCEPTS TR 0.4%
Value ($000) $2,001 Shares 44,511 Est. Cost $62.70 Unrealized
BHB BAR HBR BANKSHARES 0.4%
Value ($000) $1,916 Shares 74,085 Est. Cost $19.63 Unrealized +15.3%
XHE SPDR SER TR 0.4%
Value ($000) $1,871 Shares 22,046 Est. Cost $77.92 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $1,846 Shares 48,699 Est. Cost $68.33 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,838 Shares 43,095 Est. Cost $38.29 Unrealized +11.8%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,783 Shares 11,760 Est. Cost $20.29 Unrealized -7.2%
VT VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,780 Shares 20,861 Est. Cost $91.21 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,740 Shares 22,464 Est. Cost $55.11 Unrealized +24.9%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,725 Shares 792 Est. Cost $66.19 Unrealized +76.5%
PIMCO DYNAMIC INCOME FD 0.4%
Value ($000) $1,721 Shares 82,449 Est. Cost $21.53 Unrealized
IDXX IDEXX LABS INC 0.3%
Value ($000) $1,620 Shares 4,620 Est. Cost $205.02 Unrealized +98.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,608 Shares 38,487 Est. Cost $32.94 Unrealized +16.7%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $1,568 Shares 11,276 Est. Cost $254.04 Unrealized -37.6%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $1,526 Shares 15,948 Est. Cost $48.98 Unrealized +80.7%
IXUS ISHARES TR 0.3%
Value ($000) $1,450 Shares 25,429 Est. Cost $52.72 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,426 Shares 5,201 Est. Cost $173.99 Unrealized +54.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,410 Shares 14,671 Est. Cost $55.05 Unrealized +60.8%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,402 Shares 25,095 Est. Cost $49.18 Unrealized +16.8%
KRE SPDR SER TR 0.3%
Value ($000) $1,395 Shares 24,006 Est. Cost $68.12 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $1,386 Shares 2,914 Est. Cost $72.16 Unrealized +32.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,364 Shares 15,201 Est. Cost $85.08 Unrealized +6.2%
TSLA TESLA INC 0.3%
Value ($000) $1,359 Shares 2,018 Est. Cost $236.33 Unrealized +15.5%
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,329 Shares 10,459 Est. Cost $131.79 Unrealized
SMMD ISHARES TR 0.3%
Value ($000) $1,283 Shares 24,861 Est. Cost $62.00 Unrealized
STAG STAG INDL INC 0.3%
Value ($000) $1,275 Shares 41,297 Est. Cost $37.78 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,269 Shares 33,922 Est. Cost $41.98 Unrealized -3.2%
FMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,260 Shares 24,892 Est. Cost $53.15 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,243 Shares 19,758 Est. Cost $40.77 Unrealized +39.2%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,211 Shares 3,735 Est. Cost $136.37 Unrealized +113.3%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,184 Shares 8,382 Est. Cost $98.36 Unrealized +19.5%
BA BOEING CO 0.2%
Value ($000) $1,176 Shares 8,600 Est. Cost $205.28 Unrealized -28.1%
IBB ISHARES TR 0.2%
Value ($000) $1,160 Shares 9,860 Est. Cost $132.71 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $1,138 Shares 43,186 Est. Cost $26.77 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,116 Shares 22,346 Est. Cost $51.66 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $985 Shares 9,432 Est. Cost $45.79 Unrealized +179.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $983 Shares 2,686 Est. Cost $427.27 Unrealized -4.7%
SCHH SCHWAB STRATEGIC TR 0.2%
Value ($000) $932 Shares 44,200 Est. Cost $22.81 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $859 Shares 4,918 Est. Cost $101.39 Unrealized +77.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $851 Shares 2,058 Est. Cost $483.75 Unrealized
MET METLIFE INC 0.2%
Value ($000) $799 Shares 12,719 Est. Cost $56.13 Unrealized +5.6%
EES WISDOMTREE TR 0.2%
Value ($000) $796 Shares 19,349 Est. Cost $33.29 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $757 Shares 1,760 Est. Cost $310.65 Unrealized +28.1%
BARRICK GOLD CORP 0.2%
Value ($000) $708 Shares 40,016 Est. Cost $14.35 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $696 Shares 8,229 Est. Cost $85.54 Unrealized
DE DEERE & CO 0.1%
Value ($000) $651 Shares 2,173 Est. Cost $182.62 Unrealized +91.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $643 Shares 7,165 Est. Cost $52.28 Unrealized +72.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $643 Shares 8,548 Est. Cost $75.22 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $638 Shares 3,134 Est. Cost $110.56 Unrealized
UCO PROSHARES TR II 0.1%
Value ($000) $629 Shares 15,032 Est. Cost $53.11 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $619 Shares 1,632 Est. Cost $296.06 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $598 Shares 8,380 Est. Cost $45.71 Unrealized +40.6%
AMGN AMGEN INC 0.1%
Value ($000) $591 Shares 2,431 Est. Cost $165.13 Unrealized +32.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $585 Shares 14,905 Est. Cost $33.07 Unrealized +16.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $563 Shares 62,060 Est. Cost $22.43 Unrealized -55.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $558 Shares 4,365 Est. Cost $128.08 Unrealized -2.5%
SMART GLOBAL HLDGS INC 0.1%
Value ($000) $553 Shares 33,759 Est. Cost $25.66 Unrealized
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $551 Shares 11,330 Est. Cost $50.09 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $531 Shares 11,126 Est. Cost $47.73 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $523 Shares 8,733 Est. Cost $48.62 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $509 Shares 6,562 Est. Cost $52.66 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $496 Shares 4,628 Est. Cost $67.26 Unrealized +41.8%
MTB M & T BK CORP 0.1%
Value ($000) $493 Shares 3,096 Est. Cost $149.08 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $492 Shares 2,309 Est. Cost $134.14 Unrealized +55.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $485 Shares 1,537 Est. Cost $203.08 Unrealized +66.1%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $480 Shares 7,314 Est. Cost $56.86 Unrealized +27.7%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $478 Shares 90,721 Est. Cost $10.72 Unrealized -36.9%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $473 Shares 9,550 Est. Cost $49.53 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $457 Shares 12,826 Est. Cost $15.60 Unrealized +139.1%
AGG ISHARES TR 0.1%
Value ($000) $453 Shares 4,456 Est. Cost $104.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $450 Shares 828 Est. Cost $489.77 Unrealized +11.2%
ETN EATON CORP PLC 0.1%
Value ($000) $444 Shares 3,528 Est. Cost $85.79 Unrealized +54.5%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $437 Shares 6,185 Est. Cost $40.97 Unrealized +69.5%
ARKQ ARK ETF TR 0.1%
Value ($000) $435 Shares 8,680 Est. Cost $94.58 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $425 Shares 4,188 Est. Cost $81.34 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $418 Shares 7,417 Est. Cost $56.36 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $409 Shares 1 Est. Cost $313083.50 Unrealized +50.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $408 Shares 6,598 Est. Cost $53.19 Unrealized +1.7%
BP BP PLC 0.1%
Value ($000) $398 Shares 14,038 Est. Cost $36.59 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $394 Shares 841 Est. Cost $313.65 Unrealized +55.4%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $389 Shares 8,700 Est. Cost $56.79 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $379 Shares 5,052 Est. Cost $63.10 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $378 Shares 1,349 Est. Cost $274.43 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $375 Shares 4,569 Est. Cost $73.29 Unrealized +10.5%
HDV ISHARES TR 0.1%
Value ($000) $365 Shares 3,636 Est. Cost $85.00 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $356 Shares 5,407 Est. Cost $63.72 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $351 Shares 6,293 Est. Cost $55.78 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $346 Shares 3,253 Est. Cost $40.57 Unrealized +161.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $340 Shares 2,455 Est. Cost $101.78 Unrealized +54.8%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $332 Shares 10,631 Est. Cost $31.23 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $329 Shares 2,306 Est. Cost $167.17 Unrealized -14.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $327 Shares 5,922 Est. Cost $51.66 Unrealized +28.7%
EFG ISHARES TR 0.1%
Value ($000) $327 Shares 4,066 Est. Cost $95.19 Unrealized
T AT&T INC 0.1%
Value ($000) $327 Shares 15,611 Est. Cost $14.65 Unrealized +11.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $326 Shares 2,542 Est. Cost $133.13 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $324 Shares 15,855 Est. Cost $39.81 Unrealized -33.3%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $316 Shares 1,795 Est. Cost $136.14 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $314 Shares 2,321 Est. Cost $87.79 Unrealized +30.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $312 Shares 4,085 Est. Cost $89.54 Unrealized +4.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $312 Shares 2,173 Est. Cost $131.14 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $309 Shares 1,363 Est. Cost $215.91 Unrealized -8.9%
IJS ISHARES TR 0.1%
Value ($000) $307 Shares 3,447 Est. Cost $109.71 Unrealized
JBLU JETBLUE AWYS CORP 0.1%
Value ($000) $304 Shares 36,279 Est. Cost $13.54 Unrealized -21.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $303 Shares 1,197 Est. Cost $222.09 Unrealized +1.9%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $294 Shares 1,318 Est. Cost $166.52 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $294 Shares 1,608 Est. Cost $89.25 Unrealized +71.8%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $293 Shares 2,221 Est. Cost $127.85 Unrealized
NDAQ NASDAQ INC 0.1%
Value ($000) $293 Shares 1,924 Est. Cost $31.21 Unrealized +61.0%
NFLX NETFLIX INC 0.1%
Value ($000) $280 Shares 1,603 Est. Cost $33.32 Unrealized -33.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $279 Shares 7,114 Est. Cost $41.45 Unrealized -3.6%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $275 Shares 3,258 Est. Cost $50.64 Unrealized +50.7%
CB CHUBB LIMITED 0.1%
Value ($000) $270 Shares 1,374 Est. Cost $130.07 Unrealized +50.9%
GSK PLC 0.1%
Value ($000) $265 Shares 6,091 Est. Cost $39.21 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $263 Shares 1,860 Est. Cost $134.98 Unrealized +26.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $258 Shares 3,420 Est. Cost $36.10 Unrealized +71.3%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $250 Shares 1,481 Est. Cost $118.64 Unrealized +52.7%
SYY SYSCO CORP 0.1%
Value ($000) $248 Shares 2,932 Est. Cost $68.49 Unrealized +10.6%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $248 Shares 1,845 Est. Cost $134.42 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $246 Shares 933 Est. Cost $197.24 Unrealized +22.4%
MMM 3M CO 0.1%
Value ($000) $244 Shares 1,888 Est. Cost $127.88 Unrealized -17.7%
ZG ZILLOW GROUP INC 0.1%
Value ($000) $242 Shares 7,610 Est. Cost $114.98 Unrealized -65.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $240 Shares 992 Est. Cost $195.61 Unrealized +14.3%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $235 Shares 8,116 Est. Cost $25.72 Unrealized +39.4%
BRO BROWN & BROWN INC 0.0%
Value ($000) $233 Shares 4,000 Est. Cost $49.88 Unrealized +20.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $231 Shares 7,408 Est. Cost $42.70 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $230 Shares 1,287 Est. Cost $156.60 Unrealized +26.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $228 Shares 1,960 Est. Cost $98.48 Unrealized +4.9%
UNM UNUM GROUP 0.0%
Value ($000) $223 Shares 6,554 Est. Cost $27.94 Unrealized +21.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $218 Shares 6,941 Est. Cost $38.13 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $218 Shares 1,639 Est. Cost $121.52 Unrealized +12.1%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $216 Shares 451 Est. Cost $488.10 Unrealized -0.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $216 Shares 3,088 Est. Cost $122.97 Unrealized -29.6%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $211 Shares 2,709 Est. Cost $80.21 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $208 Shares 5,343 Est. Cost $37.35 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $207 Shares 1,349 Est. Cost $140.05 Unrealized +7.8%
INMD INMODE LTD 0.0%
Value ($000) $201 Shares 8,958 Est. Cost $38.35 Unrealized -31.5%
STT STATE STR CORP 0.0%
Value ($000) $201 Shares 3,258 Est. Cost $57.49 Unrealized +8.3%
F FORD MTR CO DEL 0.0%
Value ($000) $192 Shares 17,286 Est. Cost $7.78 Unrealized +35.5%
ZETA ZETA GLOBAL HOLDINGS CORP 0.0%
Value ($000) $97 Shares 21,542 Est. Cost $6.43 Unrealized +36.6%
AMYRIS INC 0.0%
Value ($000) $41 Shares 22,295 Est. Cost $5.40 Unrealized
DESKTOP METAL INC 0.0%
Value ($000) $22 Shares 10,051 Est. Cost $2.19 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 28,000 Est. Cost Unrealized