ROMAN BUTLER FULLERTON & CO Diversified Active

CIK: 0000733444 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 29, 2021

Total Value ($000): $205,485 (100.0% shares, 0.0% debt)

Holdings (183)

MSFT MICROSOFT CORP 4.9%
Value ($000) $10,059 Shares 37,130 Est. Cost $124.28 Unrealized +96.9%
AAPL APPLE INC 4.1%
Value ($000) $8,508 Shares 62,120 Est. Cost $94.07 Unrealized +34.4%
AMZN AMAZON COM INC 2.9%
Value ($000) $6,034 Shares 1,754 Est. Cost $89.48 Unrealized +85.7%
MA MASTERCARD INCORPORATED 2.4%
Value ($000) $4,903 Shares 13,428 Est. Cost $210.84 Unrealized +71.8%
PFF ISHARES TR 2.2%
Value ($000) $4,558 Shares 115,878 Est. Cost $35.08 Unrealized
NVDA NVIDIA CORP 2.2%
Value ($000) $4,455 Shares 5,568 Est. Cost $4.97 Unrealized +221.6%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $3,837 Shares 28,435 Est. Cost $75.73 Unrealized +59.4%
VIG VANGUARD GROUP 1.8%
Value ($000) $3,748 Shares 24,216 Est. Cost $116.54 Unrealized
META FACEBOOK INC 1.8%
Value ($000) $3,739 Shares 10,754 Est. Cost $175.15 Unrealized +81.9%
ADBE ADOBE INC 1.8%
Value ($000) $3,691 Shares 6,302 Est. Cost $250.64 Unrealized +105.7%
FTCS FIRST TR EXCHANGE TRADED FD 1.7%
Value ($000) $3,542 Shares 46,886 Est. Cost $58.53 Unrealized
GOOGL ALPHABET INC 1.7%
Value ($000) $3,438 Shares 1,408 Est. Cost $69.90 Unrealized +65.8%
HD HOME DEPOT INC 1.5%
Value ($000) $3,125 Shares 9,799 Est. Cost $166.26 Unrealized +70.7%
DIS DISNEY WALT CO 1.4%
Value ($000) $2,956 Shares 16,820 Est. Cost $109.76 Unrealized +60.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $2,910 Shares 10,470 Est. Cost $209.18 Unrealized +33.6%
EATON VANCE ENHANCED EQ INC 1.4%
Value ($000) $2,822 Shares 152,039 Est. Cost $13.61 Unrealized
IJS ISHARES TR 1.4%
Value ($000) $2,794 Shares 26,502 Est. Cost $102.31 Unrealized
TGT TARGET CORP 1.2%
Value ($000) $2,561 Shares 10,594 Est. Cost $127.16 Unrealized +50.6%
NOBL PROSHARES TR 1.2%
Value ($000) $2,553 Shares 28,164 Est. Cost $67.43 Unrealized
VUG VANGUARD INDEX FDS 1.2%
Value ($000) $2,543 Shares 8,866 Est. Cost $180.66 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $2,534 Shares 45,139 Est. Cost $48.40 Unrealized +10.7%
GOOG ALPHABET INC 1.0%
Value ($000) $2,138 Shares 853 Est. Cost $59.12 Unrealized +100.1%
ASML ASML HOLDING N V 1.0%
Value ($000) $2,068 Shares 2,993 Est. Cost $412.92 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $2,052 Shares 52,406 Est. Cost $29.42 Unrealized +5.3%
FDX FEDEX CORP 1.0%
Value ($000) $2,037 Shares 6,827 Est. Cost $256.56 Unrealized +5.4%
WMT WALMART INC 0.9%
Value ($000) $1,949 Shares 13,820 Est. Cost $31.34 Unrealized +39.8%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,939 Shares 11,769 Est. Cost $114.77 Unrealized +26.3%
T AT&T INC 0.9%
Value ($000) $1,864 Shares 64,776 Est. Cost $18.31 Unrealized -7.2%
IVV ISHARES TR 0.9%
Value ($000) $1,828 Shares 4,252 Est. Cost $260.75 Unrealized
EPAM EPAM SYS INC 0.9%
Value ($000) $1,783 Shares 3,489 Est. Cost $301.61 Unrealized +55.4%
NDAQ NASDAQ INC 0.8%
Value ($000) $1,692 Shares 9,624 Est. Cost $25.58 Unrealized +101.8%
NOW SERVICENOW INC 0.8%
Value ($000) $1,683 Shares 3,063 Est. Cost $39.43 Unrealized +157.1%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $1,667 Shares 10,715 Est. Cost $88.36 Unrealized +58.1%
EATON VANCE TXMGD GL BUYWR O 0.8%
Value ($000) $1,609 Shares 147,785 Est. Cost $9.66 Unrealized
ATLASSIAN CORP PLC 0.8%
Value ($000) $1,583 Shares 6,164 Est. Cost $114.19 Unrealized
NUE NUCOR CORP 0.8%
Value ($000) $1,581 Shares 16,485 Est. Cost $79.59 Unrealized +9.3%
F FORD MTR CO DEL 0.7%
Value ($000) $1,535 Shares 103,294 Est. Cost $9.02 Unrealized +11.8%
FTNT FORTINET INC 0.7%
Value ($000) $1,482 Shares 6,221 Est. Cost $33.84 Unrealized +26.1%
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,452 Shares 11,525 Est. Cost $90.70 Unrealized
GM GENERAL MTRS CO 0.7%
Value ($000) $1,429 Shares 24,152 Est. Cost $45.06 Unrealized +25.9%
CBRE CLARION GLOBAL REAL EST 0.7%
Value ($000) $1,417 Shares 160,852 Est. Cost $6.95 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $1,409 Shares 12,153 Est. Cost $63.22 Unrealized +69.7%
USMV ISHARES TR 0.7%
Value ($000) $1,400 Shares 19,023 Est. Cost $58.98 Unrealized
LOW LOWES COS INC 0.7%
Value ($000) $1,383 Shares 7,130 Est. Cost $93.68 Unrealized +91.6%
IWD ISHARES TR 0.7%
Value ($000) $1,362 Shares 8,587 Est. Cost $155.89 Unrealized
PH PARKER HANNIFIN CORP 0.7%
Value ($000) $1,360 Shares 4,430 Est. Cost $156.48 Unrealized +86.0%
ORCL ORACLE CORP 0.7%
Value ($000) $1,355 Shares 17,402 Est. Cost $43.21 Unrealized +70.3%
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $1,326 Shares 8,816 Est. Cost $86.18 Unrealized +49.0%
PKW INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,280 Shares 14,186 Est. Cost $55.22 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,262 Shares 3,560 Est. Cost $211.38 Unrealized
AEE AMEREN CORP 0.6%
Value ($000) $1,242 Shares 15,514 Est. Cost $55.28 Unrealized +32.0%
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,231 Shares 14,756 Est. Cost $55.67 Unrealized +26.6%
DG DOLLAR GEN CORP NEW 0.6%
Value ($000) $1,217 Shares 5,624 Est. Cost $98.63 Unrealized +98.3%
GLOB GLOBANT S A 0.6%
Value ($000) $1,204 Shares 5,492 Est. Cost $150.19 Unrealized +46.3%
VOT VANGUARD INDEX FDS 0.6%
Value ($000) $1,191 Shares 5,038 Est. Cost $167.99 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,184 Shares 17,718 Est. Cost $41.01 Unrealized +31.4%
DGRO ISHARES TR 0.6%
Value ($000) $1,169 Shares 23,205 Est. Cost $37.93 Unrealized
BAC BANK AMER CORP 0.6%
Value ($000) $1,156 Shares 28,048 Est. Cost $23.50 Unrealized +55.6%
EATON VANCE ENH EQTY INC FD 0.6%
Value ($000) $1,141 Shares 49,009 Est. Cost $16.62 Unrealized
CRM SALESFORCE COM INC 0.5%
Value ($000) $1,097 Shares 4,489 Est. Cost $145.19 Unrealized +56.8%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,079 Shares 19,259 Est. Cost $39.78 Unrealized +9.1%
LAM RESEARCH CORP 0.5%
Value ($000) $1,065 Shares 1,636 Est. Cost $650.98 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,065 Shares 7,190 Est. Cost $94.56 Unrealized +33.4%
ILCG ISHARES TR 0.5%
Value ($000) $1,022 Shares 15,783 Est. Cost $113.70 Unrealized
VRP INVESCO EXCHNG TRADED FD TR 0.5%
Value ($000) $1,007 Shares 38,297 Est. Cost $23.77 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $996 Shares 10,345 Est. Cost $56.01 Unrealized +52.7%
FNCL FIDELITY 0.5%
Value ($000) $988 Shares 18,865 Est. Cost $50.68 Unrealized
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $986 Shares 2,656 Est. Cost $56.33 Unrealized +5.2%
IRM IRON MTN INC NEW 0.5%
Value ($000) $949 Shares 22,422 Est. Cost $23.83 Unrealized +45.5%
CSCO CISCO SYS INC 0.5%
Value ($000) $941 Shares 17,746 Est. Cost $38.19 Unrealized +20.0%
IJT ISHARES TR 0.5%
Value ($000) $925 Shares 6,977 Est. Cost $130.89 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.4%
Value ($000) $918 Shares 12,753 Est. Cost $55.73 Unrealized
XYZ SQUARE INC 0.4%
Value ($000) $910 Shares 3,733 Est. Cost $70.61 Unrealized +228.5%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $908 Shares 24,455 Est. Cost $36.53 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $901 Shares 4,535 Est. Cost $125.20 Unrealized +40.8%
IWM ISHARES TR 0.4%
Value ($000) $863 Shares 3,763 Est. Cost $215.12 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $858 Shares 11,027 Est. Cost $62.87 Unrealized +2.0%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $856 Shares 9,115 Est. Cost $64.23 Unrealized +25.8%
MCD MCDONALDS CORP 0.4%
Value ($000) $826 Shares 3,577 Est. Cost $160.43 Unrealized +30.5%
CTAS CINTAS CORP 0.4%
Value ($000) $825 Shares 2,160 Est. Cost $42.52 Unrealized +99.8%
DVY ISHARES TR 0.4%
Value ($000) $818 Shares 7,017 Est. Cost $92.49 Unrealized
SR SPIRE INC 0.4%
Value ($000) $809 Shares 11,198 Est. Cost $73.27 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $804 Shares 44,095 Est. Cost $13.45 Unrealized +2.0%
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $793 Shares 3,645 Est. Cost $115.24 Unrealized +83.8%
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $787 Shares 10,083 Est. Cost $63.87 Unrealized +3.3%
UNILEVER PLC 0.4%
Value ($000) $778 Shares 13,304 Est. Cost $53.08 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $767 Shares 3,343 Est. Cost $117.94 Unrealized +62.7%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $711 Shares 13,509 Est. Cost $68.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $707 Shares 4,824 Est. Cost $96.16 Unrealized +18.0%
IVW ISHARES TR 0.3%
Value ($000) $702 Shares 9,656 Est. Cost $90.66 Unrealized
CNC CENTENE CORP DEL 0.3%
Value ($000) $702 Shares 9,632 Est. Cost $63.34 Unrealized +8.2%
STM STMICROELECTRONICS N V 0.3%
Value ($000) $661 Shares 18,170 Est. Cost $38.95 Unrealized
PFXF VANECK VECTORS ETF TR 0.3%
Value ($000) $653 Shares 30,586 Est. Cost $19.03 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $636 Shares 47,254 Est. Cost $9.17 Unrealized
NHI NATIONAL HEALTH INVS INC 0.3%
Value ($000) $594 Shares 8,853 Est. Cost $74.62 Unrealized
CI CIGNA CORP NEW 0.3%
Value ($000) $576 Shares 2,428 Est. Cost $185.51 Unrealized +23.8%
AOM ISHARES TR 0.3%
Value ($000) $567 Shares 12,595 Est. Cost $37.99 Unrealized
V VISA INC 0.3%
Value ($000) $562 Shares 2,403 Est. Cost $184.18 Unrealized +20.0%
SE SEA LTD 0.3%
Value ($000) $557 Shares 2,027 Est. Cost $263.52 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $556 Shares 4,925 Est. Cost $84.00 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $544 Shares 10,057 Est. Cost $39.30 Unrealized +20.3%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $542 Shares 4,929 Est. Cost $75.19 Unrealized +34.4%
PAYX PAYCHEX INC 0.3%
Value ($000) $537 Shares 4,959 Est. Cost $55.80 Unrealized +58.2%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $533 Shares 3,744 Est. Cost $105.71 Unrealized +21.9%
KR KROGER CO 0.3%
Value ($000) $518 Shares 13,527 Est. Cost $27.20 Unrealized +25.4%
FSTA FIDELITY 0.2%
Value ($000) $505 Shares 11,856 Est. Cost $34.24 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $496 Shares 5,775 Est. Cost $71.47 Unrealized -1.3%
VTR VENTAS INC 0.2%
Value ($000) $491 Shares 8,603 Est. Cost $43.98 Unrealized +7.9%
AMGN AMGEN INC 0.2%
Value ($000) $490 Shares 2,010 Est. Cost $154.93 Unrealized +37.2%
FHLC FIDELITY 0.2%
Value ($000) $487 Shares 7,641 Est. Cost $43.75 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $470 Shares 6,046 Est. Cost $54.30 Unrealized +31.3%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $469 Shares 8,714 Est. Cost $53.82 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $464 Shares 4,115 Est. Cost $67.01 Unrealized +41.4%
IYW ISHARES TR 0.2%
Value ($000) $460 Shares 4,627 Est. Cost $109.96 Unrealized
DEO DIAGEO P L C 0.2%
Value ($000) $457 Shares 2,384 Est. Cost $141.96 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $456 Shares 2,046 Est. Cost $132.59 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $454 Shares 7,460 Est. Cost $49.48 Unrealized
RGR STURM RUGER & CO INC 0.2%
Value ($000) $449 Shares 4,995 Est. Cost $53.15 Unrealized +41.0%
UA UNDER ARMOUR INC 0.2%
Value ($000) $448 Shares 24,133 Est. Cost $8.50 Unrealized +121.7%
TMUS T MOBILE US INC 0.2%
Value ($000) $444 Shares 3,064 Est. Cost $92.61 Unrealized +43.8%
BA BOEING CO 0.2%
Value ($000) $439 Shares 1,834 Est. Cost $296.38 Unrealized -18.4%
PSEC PROSPECT CAPITAL CORPORATION 0.2%
Value ($000) $432 Shares 51,453 Est. Cost $2.45 Unrealized +91.6%
IWP ISHARES TR 0.2%
Value ($000) $431 Shares 3,807 Est. Cost $124.46 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $409 Shares 7,411 Est. Cost $54.20 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $403 Shares 6,383 Est. Cost $47.02 Unrealized +6.4%
NUVEEN MUN VALUE FD INC 0.2%
Value ($000) $402 Shares 34,835 Est. Cost $9.59 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.2%
Value ($000) $389 Shares 3,837 Est. Cost $73.88 Unrealized +34.2%
HDV ISHARES TR 0.2%
Value ($000) $387 Shares 4,004 Est. Cost $86.50 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $386 Shares 3,791 Est. Cost $95.85 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $384 Shares 3,665 Est. Cost $65.94 Unrealized +32.1%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $382 Shares 1,707 Est. Cost $171.66 Unrealized +19.4%
SEAGATE TECHNOLOGY PLC 0.2%
Value ($000) $370 Shares 4,550 Est. Cost $81.32 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $359 Shares 896 Est. Cost $235.05 Unrealized +57.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $357 Shares 5,182 Est. Cost $61.47 Unrealized -9.1%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $352 Shares 2,338 Est. Cost $147.74 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $347 Shares 656 Est. Cost $37.11 Unrealized +37.7%
MRNA MODERNA INC 0.2%
Value ($000) $345 Shares 1,470 Est. Cost $144.91 Unrealized +23.3%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $343 Shares 2,220 Est. Cost $77.69 Unrealized +78.4%
HON HONEYWELL INTL INC 0.2%
Value ($000) $342 Shares 1,561 Est. Cost $121.41 Unrealized +58.3%
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $340 Shares 2,453 Est. Cost $145.94 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $340 Shares 1,257 Est. Cost $146.03 Unrealized +51.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $332 Shares 2,373 Est. Cost $92.85 Unrealized +38.5%
IWS ISHARES TR 0.2%
Value ($000) $327 Shares 2,843 Est. Cost $80.73 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.2%
Value ($000) $327 Shares 18,320 Est. Cost $14.36 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $326 Shares 1,196 Est. Cost $209.31 Unrealized +25.6%
URI UNITED RENTALS INC 0.2%
Value ($000) $319 Shares 1,000 Est. Cost $204.61 Unrealized +52.8%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $318 Shares 5,020 Est. Cost $52.42 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $312 Shares 783 Est. Cost $279.02 Unrealized
DHR DANAHER CORP DEL 0.1%
Value ($000) $307 Shares 1,144 Est. Cost $173.99 Unrealized +24.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $303 Shares 707 Est. Cost $309.46 Unrealized
MMM 3M CO 0.1%
Value ($000) $302 Shares 1,519 Est. Cost $125.09 Unrealized +12.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $301 Shares 2,106 Est. Cost $124.43 Unrealized -1.8%
ROL ROLLINS INC 0.1%
Value ($000) $296 Shares 8,664 Est. Cost $27.47 Unrealized +19.8%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $293 Shares 8,079 Est. Cost $36.31 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $279 Shares 3,789 Est. Cost $53.36 Unrealized +17.5%
FDN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $278 Shares 1,135 Est. Cost $244.93 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $277 Shares 3,664 Est. Cost $75.60 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $276 Shares 2,331 Est. Cost $90.44 Unrealized
HAWAIIAN HOLDINGS INC 0.1%
Value ($000) $274 Shares 11,237 Est. Cost $25.18 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $267 Shares 2,153 Est. Cost $86.75 Unrealized +26.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $266 Shares 672 Est. Cost $349.12 Unrealized +2.8%
NIO NIO INC 0.1%
Value ($000) $261 Shares 4,910 Est. Cost $53.16 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $261 Shares 2,520 Est. Cost $78.03 Unrealized +20.8%
DE DEERE & CO 0.1%
Value ($000) $259 Shares 735 Est. Cost $307.48 Unrealized +11.5%
QRVO QORVO INC 0.1%
Value ($000) $256 Shares 1,310 Est. Cost $148.27 Unrealized +24.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $255 Shares 865 Est. Cost $244.42 Unrealized +9.7%
DNP SELECT INCOME FD 0.1%
Value ($000) $255 Shares 24,422 Est. Cost $10.97 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $251 Shares 1,444 Est. Cost $173.82 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $250 Shares 3,389 Est. Cost $53.24 Unrealized +26.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $244 Shares 484 Est. Cost $412.67 Unrealized +12.9%
IJH ISHARES TR 0.1%
Value ($000) $243 Shares 903 Est. Cost $177.57 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $239 Shares 1,185 Est. Cost $217.68 Unrealized -3.9%
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $238 Shares 26,305 Est. Cost $8.36 Unrealized
GHYB GOLDMAN SACHS ETF TR 0.1%
Value ($000) $234 Shares 4,649 Est. Cost $50.06 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $233 Shares 4,393 Est. Cost $40.31 Unrealized +38.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $225 Shares 3,941 Est. Cost $46.15 Unrealized +6.3%
GIS GENERAL MLS INC 0.1%
Value ($000) $218 Shares 3,581 Est. Cost $49.89 Unrealized +6.0%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $210 Shares 4,822 Est. Cost $34.99 Unrealized 0.0%
DOCU DOCUSIGN INC 0.1%
Value ($000) $209 Shares 747 Est. Cost $223.60 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $207 Shares 2,329 Est. Cost $78.10 Unrealized +3.2%
SAM BOSTON BEER INC 0.1%
Value ($000) $204 Shares 200 Est. Cost $1122.26 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $204 Shares 4,789 Est. Cost $41.35 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $201 Shares 966 Est. Cost $164.16 Unrealized 0.0%