KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 27, 2023

Total Value ($000): $2,047,928 (100.0% shares, 0.0% debt)

Holdings (176)

MSFT MICROSOFT CORP 3.9%
Value ($000) $80,367 Shares 254,527 Est. Cost $105.14 Unrealized +208.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.9%
Value ($000) $79,792 Shares 227,783 Est. Cost $114.13 Unrealized +210.8%
PEP PEPSICO INC 3.8%
Value ($000) $77,025 Shares 454,587 Est. Cost $56.41 Unrealized +196.3%
AAPL APPLE INC 3.5%
Value ($000) $71,914 Shares 420,034 Est. Cost $100.66 Unrealized +80.1%
AVGO BROADCOM INC 3.3%
Value ($000) $68,232 Shares 82,150 Est. Cost $19.93 Unrealized +321.3%
PANW PALO ALTO NETWORKS INC 3.1%
Value ($000) $63,951 Shares 272,780 Est. Cost $64.51 Unrealized +83.4%
GOOGL ALPHABET INC 3.1%
Value ($000) $63,234 Shares 483,217 Est. Cost $107.52 Unrealized +19.4%
UNP UNION PAC CORP 2.9%
Value ($000) $58,474 Shares 287,158 Est. Cost $66.63 Unrealized +209.4%
DIS DISNEY WALT CO 2.6%
Value ($000) $53,509 Shares 660,194 Est. Cost $57.57 Unrealized +44.9%
LLY ELI LILLY & CO 2.6%
Value ($000) $52,488 Shares 97,720 Est. Cost $43.16 Unrealized +1074.1%
AMZN AMAZON COM INC 2.6%
Value ($000) $52,479 Shares 412,833 Est. Cost $120.33 Unrealized +11.4%
CMCSA COMCAST CORP NEW 2.1%
Value ($000) $42,424 Shares 956,783 Est. Cost $25.23 Unrealized +64.5%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $41,893 Shares 268,979 Est. Cost $72.32 Unrealized +111.9%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $41,581 Shares 82,148 Est. Cost $145.76 Unrealized +262.9%
NXPI NXP SEMICONDUCTORS N V 1.8%
Value ($000) $36,289 Shares 181,520 Est. Cost $74.32 Unrealized +166.5%
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $34,494 Shares 61,056 Est. Cost $240.40 Unrealized +121.4%
XLK SELECT SECTOR SPDR TR 1.6%
Value ($000) $32,588 Shares 198,792 Est. Cost $119.20 Unrealized
HON HONEYWELL INTL INC 1.6%
Value ($000) $32,562 Shares 176,257 Est. Cost $56.23 Unrealized +209.2%
MRK MERCK & CO INC 1.6%
Value ($000) $32,468 Shares 315,376 Est. Cost $38.96 Unrealized +156.3%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $31,381 Shares 216,390 Est. Cost $70.68 Unrealized +101.3%
GOOG ALPHABET INC 1.5%
Value ($000) $29,905 Shares 226,814 Est. Cost $108.09 Unrealized +19.4%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $29,607 Shares 91,501 Est. Cost $178.84 Unrealized +76.3%
SCHA SCHWAB STRATEGIC TR 1.4%
Value ($000) $29,289 Shares 707,123 Est. Cost $58.00 Unrealized
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $28,869 Shares 850,099 Est. Cost $32.49 Unrealized
STZ CONSTELLATION BRANDS INC 1.4%
Value ($000) $28,764 Shares 114,447 Est. Cost $152.44 Unrealized +63.5%
ISRG INTUITIVE SURGICAL INC 1.3%
Value ($000) $27,636 Shares 94,551 Est. Cost $287.47 Unrealized +8.6%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $25,418 Shares 357,451 Est. Cost $45.68 Unrealized +55.2%
RTX RTX CORPORATION 1.2%
Value ($000) $25,380 Shares 352,643 Est. Cost $54.58 Unrealized +48.8%
SCHE SCHWAB STRATEGIC TR 1.2%
Value ($000) $25,104 Shares 1,048,622 Est. Cost $26.64 Unrealized
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $24,472 Shares 157,003 Est. Cost $71.69 Unrealized +111.5%
AMT AMERICAN TOWER CORP NEW 1.2%
Value ($000) $23,581 Shares 143,393 Est. Cost $87.64 Unrealized +91.3%
VMC VULCAN MATLS CO 1.1%
Value ($000) $23,137 Shares 114,526 Est. Cost $106.04 Unrealized +101.6%
CB CHUBB LIMITED 1.1%
Value ($000) $23,065 Shares 110,792 Est. Cost $107.14 Unrealized +83.7%
SYK STRYKER CORPORATION 1.1%
Value ($000) $23,042 Shares 84,318 Est. Cost $169.29 Unrealized +65.4%
ETN EATON CORP PLC 1.1%
Value ($000) $22,906 Shares 107,401 Est. Cost $133.89 Unrealized +56.6%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $22,490 Shares 52,612 Est. Cost $373.57 Unrealized
FTV FORTIVE CORP 1.1%
Value ($000) $22,082 Shares 297,759 Est. Cost $42.99 Unrealized +32.4%
HD HOME DEPOT INC 1.0%
Value ($000) $21,445 Shares 70,973 Est. Cost $134.34 Unrealized +125.5%
PLD PROLOGIS INC. 1.0%
Value ($000) $21,055 Shares 187,640 Est. Cost $57.21 Unrealized +97.5%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $20,763 Shares 57,954 Est. Cost $261.09 Unrealized
CVS CVS HEALTH CORP 1.0%
Value ($000) $20,728 Shares 296,874 Est. Cost $56.18 Unrealized +14.9%
SBUX STARBUCKS CORP 1.0%
Value ($000) $19,762 Shares 216,520 Est. Cost $56.47 Unrealized +63.7%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $18,873 Shares 322,831 Est. Cost $38.47 Unrealized +68.9%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $18,830 Shares 271,329 Est. Cost $35.59 Unrealized +88.8%
DD DUPONT DE NEMOURS INC 0.9%
Value ($000) $18,355 Shares 246,083 Est. Cost $25.65 Unrealized +16.5%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $17,887 Shares 58,243 Est. Cost $280.33 Unrealized +8.6%
ROP ROPER TECHNOLOGIES INC 0.9%
Value ($000) $17,514 Shares 36,165 Est. Cost $426.80 Unrealized +13.1%
NKE NIKE INC 0.8%
Value ($000) $16,236 Shares 169,798 Est. Cost $87.14 Unrealized +12.7%
MDT MEDTRONIC PLC 0.8%
Value ($000) $15,693 Shares 200,273 Est. Cost $59.10 Unrealized +31.6%
NFLX NETFLIX INC 0.8%
Value ($000) $15,637 Shares 41,412 Est. Cost $40.49 Unrealized +4.7%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $15,169 Shares 101,673 Est. Cost $60.57 Unrealized +162.3%
SHEL SHELL PLC 0.7%
Value ($000) $15,021 Shares 233,313 Est. Cost $60.19 Unrealized
NOW SERVICENOW INC 0.7%
Value ($000) $14,909 Shares 26,672 Est. Cost $79.40 Unrealized +43.7%
BN BROOKFIELD CORP 0.7%
Value ($000) $14,592 Shares 466,603 Est. Cost $21.90 Unrealized +1.2%
ZS ZSCALER INC 0.7%
Value ($000) $14,268 Shares 91,703 Est. Cost $126.42 Unrealized +18.6%
YUM YUM BRANDS INC 0.7%
Value ($000) $14,210 Shares 113,735 Est. Cost $39.31 Unrealized +219.4%
DHR DANAHER CORPORATION 0.7%
Value ($000) $13,446 Shares 54,196 Est. Cost $92.07 Unrealized +139.2%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $13,370 Shares 33,771 Est. Cost $307.96 Unrealized +28.7%
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $13,032 Shares 56,585 Est. Cost $51.25 Unrealized +348.9%
ABT ABBOTT LABS 0.6%
Value ($000) $12,752 Shares 131,670 Est. Cost $56.69 Unrealized +77.2%
BROOKFIELD RENEWABLE CORP 0.6%
Value ($000) $12,746 Shares 532,402 Est. Cost $56.37 Unrealized
MMM 3M CO 0.5%
Value ($000) $11,254 Shares 120,205 Est. Cost $62.09 Unrealized +28.1%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $11,056 Shares 94,026 Est. Cost $90.93 Unrealized +11.1%
PFE PFIZER INC 0.5%
Value ($000) $10,995 Shares 331,480 Est. Cost $22.28 Unrealized +37.2%
ARKK ARK ETF TR 0.5%
Value ($000) $10,355 Shares 261,020 Est. Cost $53.24 Unrealized
SNOW SNOWFLAKE INC 0.5%
Value ($000) $10,171 Shares 66,577 Est. Cost $189.17 Unrealized -13.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $9,389 Shares 55,683 Est. Cost $139.47 Unrealized +4.5%
XIFR NEXTERA ENERGY PARTNERS LP 0.4%
Value ($000) $7,286 Shares 245,326 Est. Cost $70.71 Unrealized -28.4%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $6,632 Shares 33,677 Est. Cost $59.78 Unrealized +242.9%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $6,203 Shares 42,527 Est. Cost $64.78 Unrealized +122.5%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $5,888 Shares 17,859 Est. Cost $60.12 Unrealized +449.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $5,315 Shares 10 Est. Cost $182000.72 Unrealized +196.1%
TJX TJX COS INC NEW 0.2%
Value ($000) $4,643 Shares 52,239 Est. Cost $35.30 Unrealized +141.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $4,386 Shares 86,687 Est. Cost $55.41 Unrealized
GL GLOBE LIFE INC 0.2%
Value ($000) $3,868 Shares 35,578 Est. Cost $86.06 Unrealized +27.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $3,234 Shares 7,908 Est. Cost $71.65 Unrealized +479.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $2,460 Shares 22,085 Est. Cost $37.26 Unrealized +178.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $2,436 Shares 88,987 Est. Cost $14.62 Unrealized +90.2%
META META PLATFORMS INC 0.1%
Value ($000) $2,354 Shares 7,840 Est. Cost $99.05 Unrealized +202.1%
ABBV ABBVIE INC 0.1%
Value ($000) $2,265 Shares 15,195 Est. Cost $37.72 Unrealized +258.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,997 Shares 14,232 Est. Cost $108.67 Unrealized +21.2%
FDX FEDEX CORP 0.1%
Value ($000) $1,636 Shares 6,176 Est. Cost $104.10 Unrealized +137.0%
KO COCA COLA CO 0.1%
Value ($000) $1,540 Shares 27,501 Est. Cost $42.33 Unrealized +31.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,465 Shares 5,561 Est. Cost $106.18 Unrealized +153.8%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $1,367 Shares 18,376 Est. Cost $77.51 Unrealized +0.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,322 Shares 22,782 Est. Cost $37.54 Unrealized +44.8%
SMMD ISHARES TR 0.1%
Value ($000) $1,237 Shares 22,700 Est. Cost $54.51 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,168 Shares 4,856 Est. Cost $65.43 Unrealized +253.3%
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,129 Shares 7,786 Est. Cost $104.62 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,099 Shares 11,870 Est. Cost $52.15 Unrealized +65.3%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $990 Shares 10,886 Est. Cost $79.24 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $950 Shares 19,318 Est. Cost $49.13 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $879 Shares 11,727 Est. Cost $57.31 Unrealized +23.3%
LOW LOWES COS INC 0.0%
Value ($000) $866 Shares 4,166 Est. Cost $97.82 Unrealized +119.7%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $858 Shares 20,117 Est. Cost $24.43 Unrealized +71.2%
NVS NOVARTIS AG 0.0%
Value ($000) $840 Shares 8,243 Est. Cost $75.37 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $808 Shares 3,143 Est. Cost $242.42 Unrealized +10.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $782 Shares 18,602 Est. Cost $17.56 Unrealized +107.5%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $766 Shares 1,761 Est. Cost $16.18 Unrealized +176.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $756 Shares 1,925 Est. Cost $357.61 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $755 Shares 13,180 Est. Cost $57.33 Unrealized +12.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $741 Shares 8,828 Est. Cost $25.75 Unrealized +63.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $720 Shares 2,639 Est. Cost $261.47 Unrealized 0.0%
OC OWENS CORNING NEW 0.0%
Value ($000) $682 Shares 5,000 Est. Cost $137.41 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $666 Shares 5,505 Est. Cost $103.69 Unrealized +9.6%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $658 Shares 3,274 Est. Cost $122.69 Unrealized
CRC CALIFORNIA RES CORP 0.0%
Value ($000) $657 Shares 11,737 Est. Cost $49.62 Unrealized 0.0%
IVV ISHARES TR 0.0%
Value ($000) $634 Shares 1,477 Est. Cost $386.65 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $632 Shares 9,165 Est. Cost $64.26 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $585 Shares 391 Est. Cost $698.00 Unrealized +120.0%
ITOT ISHARES TR 0.0%
Value ($000) $539 Shares 5,722 Est. Cost $77.85 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $487 Shares 4,000 Est. Cost $50.62 Unrealized +151.3%
GLW CORNING INC 0.0%
Value ($000) $486 Shares 15,946 Est. Cost $12.56 Unrealized +144.5%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $482 Shares 11,661 Est. Cost $12.25 Unrealized +188.5%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $477 Shares 6,862 Est. Cost $46.85 Unrealized +49.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $474 Shares 576 Est. Cost $514.52 Unrealized +51.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $465 Shares 923 Est. Cost $393.82 Unrealized +19.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $461 Shares 2,691 Est. Cost $158.20 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $460 Shares 4,179 Est. Cost $60.28 Unrealized +84.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $442 Shares 12,465 Est. Cost $26.76 Unrealized +14.7%
DVY ISHARES TR 0.0%
Value ($000) $422 Shares 3,925 Est. Cost $103.42 Unrealized
DOW DOW INC 0.0%
Value ($000) $413 Shares 8,010 Est. Cost $46.31 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $400 Shares 1,599 Est. Cost $176.84 Unrealized +45.3%
LIN LINDE PLC 0.0%
Value ($000) $381 Shares 1,024 Est. Cost $322.30 Unrealized +14.5%
UBS UBS GROUP AG 0.0%
Value ($000) $368 Shares 14,930 Est. Cost $23.36 Unrealized 0.0%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $351 Shares 9,432 Est. Cost $27.09 Unrealized +19.6%
AMGN AMGEN INC 0.0%
Value ($000) $350 Shares 1,301 Est. Cost $198.11 Unrealized +17.0%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $342 Shares 6,000 Est. Cost $30.32 Unrealized +62.0%
IWF ISHARES TR 0.0%
Value ($000) $340 Shares 1,280 Est. Cost $108.64 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $339 Shares 6,140 Est. Cost $72.82 Unrealized -25.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $336 Shares 21,008 Est. Cost $20.25 Unrealized -21.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $336 Shares 3,024 Est. Cost $86.96 Unrealized +26.6%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $333 Shares 8,498 Est. Cost $40.99 Unrealized
SPXE PROSHARES TR 0.0%
Value ($000) $318 Shares 3,500 Est. Cost $80.74 Unrealized
EG EVEREST GROUP LTD 0.0%
Value ($000) $316 Shares 850 Est. Cost $216.58 Unrealized +61.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $315 Shares 5,859 Est. Cost $23.63 Unrealized +112.9%
INTC INTEL CORP 0.0%
Value ($000) $314 Shares 8,841 Est. Cost $31.31 Unrealized +9.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $313 Shares 1,417 Est. Cost $97.02 Unrealized +117.6%
IWO ISHARES TR 0.0%
Value ($000) $307 Shares 1,371 Est. Cost $169.01 Unrealized
V VISA INC 0.0%
Value ($000) $306 Shares 1,332 Est. Cost $185.66 Unrealized +27.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $302 Shares 8,005 Est. Cost $32.21 Unrealized +24.6%
ADBE ADOBE INC 0.0%
Value ($000) $299 Shares 586 Est. Cost $357.61 Unrealized +46.7%
CBT CABOT CORP 0.0%
Value ($000) $298 Shares 4,300 Est. Cost $37.10 Unrealized +78.4%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $296 Shares 11,888 Est. Cost $30.36 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $277 Shares 5,867 Est. Cost $51.41 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $272 Shares 3,214 Est. Cost $84.56 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $270 Shares 4,623 Est. Cost $26.88 Unrealized +102.4%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $266 Shares 6,080 Est. Cost $36.35 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $264 Shares 3,514 Est. Cost $78.13 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $262 Shares 1,376 Est. Cost $141.63 Unrealized +30.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $261 Shares 921 Est. Cost $261.46 Unrealized +5.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $260 Shares 5,828 Est. Cost $36.87 Unrealized +19.4%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $260 Shares 1,321 Est. Cost $187.75 Unrealized +15.7%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $255 Shares 1,200 Est. Cost $121.84 Unrealized +75.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $254 Shares 7,557 Est. Cost $48.27 Unrealized -36.8%
FISCALNOTE HOLDINGS INC 0.0%
Value ($000) $249 Shares 119,931 Est. Cost $2.23 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $249 Shares 6,104 Est. Cost $37.74 Unrealized +7.8%
WMT WALMART INC 0.0%
Value ($000) $245 Shares 1,531 Est. Cost $25.63 Unrealized +102.2%
FAST FASTENAL CO 0.0%
Value ($000) $240 Shares 4,400 Est. Cost $20.72 Unrealized +29.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $240 Shares 7,391 Est. Cost $28.18 Unrealized +2.9%
UNILEVER PLC 0.0%
Value ($000) $233 Shares 4,725 Est. Cost $54.57 Unrealized
CDW CDW CORP 0.0%
Value ($000) $227 Shares 1,126 Est. Cost $168.86 Unrealized +14.5%
CTAS CINTAS CORP 0.0%
Value ($000) $227 Shares 472 Est. Cost $105.21 Unrealized +16.0%
CRM SALESFORCE INC 0.0%
Value ($000) $226 Shares 1,114 Est. Cost $166.88 Unrealized +27.9%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $223 Shares 2,000 Est. Cost $100.68 Unrealized +0.0%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $219 Shares 2,010 Est. Cost $109.15 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $219 Shares 1,658 Est. Cost $124.07 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $215 Shares 3,311 Est. Cost $60.27 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $212 Shares 1,840 Est. Cost $116.10 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $212 Shares 2,058 Est. Cost $119.38 Unrealized -9.1%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $211 Shares 1,360 Est. Cost $151.85 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $207 Shares 7,707 Est. Cost $24.48 Unrealized +5.2%
PIONEER NAT RES CO 0.0%
Value ($000) $206 Shares 896 Est. Cost $229.55 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $201 Shares 3,667 Est. Cost $50.45 Unrealized +15.9%
FNB F N B CORP 0.0%
Value ($000) $178 Shares 16,452 Est. Cost $9.76 Unrealized +11.2%
AES AES CORP 0.0%
Value ($000) $156 Shares 10,291 Est. Cost $8.71 Unrealized +95.1%