KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 1, 2024

Total Value ($000): $2,413,672 (100.0% shares, 0.0% debt)

Holdings (182)

AVGO BROADCOM INC 4.8%
Value ($000) $115,577 Shares 71,987 Est. Cost $19.93 Unrealized +590.7%
MSFT MICROSOFT CORP 4.5%
Value ($000) $108,806 Shares 243,441 Est. Cost $105.14 Unrealized +296.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.6%
Value ($000) $87,655 Shares 215,475 Est. Cost $114.13 Unrealized +258.0%
GOOGL ALPHABET INC 3.5%
Value ($000) $85,160 Shares 467,527 Est. Cost $107.52 Unrealized +55.6%
LLY ELI LILLY & CO 3.5%
Value ($000) $84,800 Shares 93,662 Est. Cost $43.16 Unrealized +1732.4%
AAPL APPLE INC 3.4%
Value ($000) $82,658 Shares 392,452 Est. Cost $100.66 Unrealized +83.9%
PANW PALO ALTO NETWORKS INC 3.4%
Value ($000) $80,871 Shares 238,550 Est. Cost $64.51 Unrealized +131.8%
AMZN AMAZON COM INC 3.2%
Value ($000) $78,293 Shares 405,136 Est. Cost $120.33 Unrealized +52.7%
PEP PEPSICO INC 3.0%
Value ($000) $72,636 Shares 440,404 Est. Cost $56.41 Unrealized +187.8%
UNP UNION PAC CORP 2.6%
Value ($000) $63,334 Shares 279,915 Est. Cost $66.63 Unrealized +238.4%
DIS DISNEY WALT CO 2.6%
Value ($000) $62,737 Shares 631,854 Est. Cost $57.57 Unrealized +83.3%
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $48,969 Shares 396,383 Est. Cost $96.94 Unrealized +4.2%
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $48,231 Shares 56,743 Est. Cost $240.40 Unrealized +221.9%
NXPI NXP SEMICONDUCTORS N V 1.9%
Value ($000) $46,489 Shares 172,762 Est. Cost $74.32 Unrealized +236.5%
JPM JPMORGAN CHASE & CO. 1.8%
Value ($000) $42,761 Shares 211,415 Est. Cost $71.57 Unrealized +164.3%
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $42,128 Shares 76,180 Est. Cost $145.76 Unrealized +290.9%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $39,889 Shares 88,187 Est. Cost $178.84 Unrealized +136.9%
QQQ INVESCO QQQ TR 1.6%
Value ($000) $38,070 Shares 79,460 Est. Cost $325.52 Unrealized
GOOG ALPHABET INC 1.6%
Value ($000) $37,974 Shares 207,032 Est. Cost $108.09 Unrealized +56.2%
ISRG INTUITIVE SURGICAL INC 1.6%
Value ($000) $37,953 Shares 85,317 Est. Cost $287.47 Unrealized +38.5%
HON HONEYWELL INTL INC 1.5%
Value ($000) $36,742 Shares 172,060 Est. Cost $56.23 Unrealized +226.9%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $36,103 Shares 247,010 Est. Cost $72.32 Unrealized +95.6%
MRK MERCK & CO INC 1.5%
Value ($000) $35,268 Shares 284,878 Est. Cost $38.96 Unrealized +212.4%
RTX RTX CORPORATION 1.4%
Value ($000) $34,101 Shares 339,684 Est. Cost $54.58 Unrealized +83.4%
SCHA SCHWAB STRATEGIC TR 1.4%
Value ($000) $32,978 Shares 695,008 Est. Cost $57.68 Unrealized
SCHF SCHWAB STRATEGIC TR 1.3%
Value ($000) $32,202 Shares 838,145 Est. Cost $32.63 Unrealized
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $31,129 Shares 320,782 Est. Cost $45.68 Unrealized +95.0%
ETN EATON CORP PLC 1.3%
Value ($000) $30,663 Shares 97,794 Est. Cost $133.89 Unrealized +137.0%
STZ CONSTELLATION BRANDS INC 1.2%
Value ($000) $29,389 Shares 114,231 Est. Cost $153.53 Unrealized +61.8%
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $28,641 Shares 52,627 Est. Cost $375.27 Unrealized
CB CHUBB LIMITED 1.2%
Value ($000) $27,927 Shares 109,483 Est. Cost $107.14 Unrealized +135.9%
SCHE SCHWAB STRATEGIC TR 1.1%
Value ($000) $27,734 Shares 1,044,192 Est. Cost $26.58 Unrealized
VMC VULCAN MATLS CO 1.1%
Value ($000) $27,071 Shares 108,859 Est. Cost $106.04 Unrealized +140.8%
AMT AMERICAN TOWER CORP NEW 1.1%
Value ($000) $27,031 Shares 139,063 Est. Cost $87.64 Unrealized +101.1%
NFLX NETFLIX INC 1.1%
Value ($000) $26,738 Shares 39,619 Est. Cost $40.49 Unrealized +54.3%
SYK STRYKER CORPORATION 1.1%
Value ($000) $26,347 Shares 77,434 Est. Cost $169.29 Unrealized +96.9%
HD HOME DEPOT INC 1.0%
Value ($000) $24,067 Shares 69,912 Est. Cost $134.34 Unrealized +143.8%
FTV FORTIVE CORP 0.9%
Value ($000) $21,778 Shares 293,897 Est. Cost $43.25 Unrealized +33.2%
ROP ROPER TECHNOLOGIES INC 0.9%
Value ($000) $21,624 Shares 38,363 Est. Cost $432.88 Unrealized +23.2%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $21,096 Shares 154,157 Est. Cost $72.33 Unrealized +79.7%
PLD PROLOGIS INC. 0.9%
Value ($000) $20,919 Shares 186,263 Est. Cost $57.74 Unrealized +81.0%
NOW SERVICENOW INC 0.9%
Value ($000) $20,607 Shares 26,195 Est. Cost $81.08 Unrealized +81.0%
DD DUPONT DE NEMOURS INC 0.8%
Value ($000) $20,445 Shares 254,011 Est. Cost $25.82 Unrealized +22.2%
BN BROOKFIELD CORP 0.8%
Value ($000) $19,410 Shares 467,262 Est. Cost $22.00 Unrealized +25.3%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $19,225 Shares 331,289 Est. Cost $41.79 Unrealized +51.9%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $18,940 Shares 83,722 Est. Cost $119.20 Unrealized
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $18,672 Shares 61,541 Est. Cost $281.31 Unrealized +6.4%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $17,779 Shares 271,678 Est. Cost $35.91 Unrealized +81.4%
SBUX STARBUCKS CORP 0.7%
Value ($000) $17,530 Shares 225,176 Est. Cost $57.58 Unrealized +35.6%
SHEL SHELL PLC 0.7%
Value ($000) $17,183 Shares 238,053 Est. Cost $60.27 Unrealized
ZS ZSCALER INC 0.7%
Value ($000) $17,175 Shares 89,366 Est. Cost $127.86 Unrealized +39.2%
CVS CVS HEALTH CORP 0.7%
Value ($000) $16,105 Shares 272,696 Est. Cost $56.18 Unrealized +4.2%
YUM YUM BRANDS INC 0.6%
Value ($000) $14,323 Shares 108,128 Est. Cost $39.31 Unrealized +239.1%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $14,275 Shares 32,359 Est. Cost $307.96 Unrealized +46.6%
DHR DANAHER CORPORATION 0.6%
Value ($000) $13,793 Shares 55,205 Est. Cost $93.87 Unrealized +166.6%
ADBE ADOBE INC 0.6%
Value ($000) $13,435 Shares 24,183 Est. Cost $566.55 Unrealized -14.5%
NKE NIKE INC 0.6%
Value ($000) $13,389 Shares 177,642 Est. Cost $87.54 Unrealized +2.5%
ABT ABBOTT LABS 0.5%
Value ($000) $13,220 Shares 127,230 Est. Cost $56.69 Unrealized +81.6%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $12,697 Shares 324,228 Est. Cost $25.23 Unrealized +47.1%
MMM 3M CO 0.5%
Value ($000) $12,388 Shares 121,226 Est. Cost $62.22 Unrealized +51.5%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $11,902 Shares 103,385 Est. Cost $91.84 Unrealized +19.9%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $11,628 Shares 49,070 Est. Cost $51.25 Unrealized +362.0%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $11,233 Shares 48,512 Est. Cost $60.57 Unrealized +275.3%
SNPS SYNOPSYS INC 0.5%
Value ($000) $11,216 Shares 18,849 Est. Cost $515.15 Unrealized +9.8%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $10,794 Shares 152,434 Est. Cost $66.72 Unrealized +1.3%
SO SOUTHERN CO 0.4%
Value ($000) $10,624 Shares 136,961 Est. Cost $71.79 Unrealized 0.0%
PFE PFIZER INC 0.4%
Value ($000) $9,742 Shares 348,187 Est. Cost $22.50 Unrealized +10.1%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $9,311 Shares 59,525 Est. Cost $139.50 Unrealized +6.4%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $7,576 Shares 17,735 Est. Cost $60.12 Unrealized +596.1%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $6,924 Shares 32,251 Est. Cost $59.78 Unrealized +275.1%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $6,556 Shares 39,753 Est. Cost $64.78 Unrealized +142.7%
TJX TJX COS INC NEW 0.2%
Value ($000) $5,737 Shares 52,109 Est. Cost $35.30 Unrealized +179.5%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $5,518 Shares 85,878 Est. Cost $55.52 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $5,510 Shares 9 Est. Cost $182000.72 Unrealized +238.7%
META META PLATFORMS INC 0.2%
Value ($000) $4,057 Shares 8,046 Est. Cost $111.51 Unrealized +333.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $3,332 Shares 83,794 Est. Cost $14.62 Unrealized +151.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $3,222 Shares 20,183 Est. Cost $37.26 Unrealized +333.3%
GL GLOBE LIFE INC 0.1%
Value ($000) $2,681 Shares 32,578 Est. Cost $86.06 Unrealized -5.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2,580 Shares 14,915 Est. Cost $110.64 Unrealized +49.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $2,551 Shares 5,462 Est. Cost $71.65 Unrealized +516.3%
KO COCA COLA CO 0.1%
Value ($000) $2,117 Shares 33,265 Est. Cost $44.59 Unrealized +32.1%
ABBV ABBVIE INC 0.1%
Value ($000) $2,061 Shares 12,014 Est. Cost $37.72 Unrealized +316.5%
SMH VANECK ETF TRUST 0.1%
Value ($000) $2,030 Shares 7,786 Est. Cost $104.62 Unrealized
SOLV SOLVENTUM CORP 0.1%
Value ($000) $1,589 Shares 30,053 Est. Cost $60.70 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,530 Shares 10,720 Est. Cost $79.24 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $1,447 Shares 18,376 Est. Cost $77.51 Unrealized +3.8%
SMMD ISHARES TR 0.1%
Value ($000) $1,421 Shares 22,700 Est. Cost $54.51 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1,189 Shares 17,656 Est. Cost $43.99 Unrealized +41.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $1,189 Shares 4,666 Est. Cost $106.18 Unrealized +140.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,158 Shares 4,852 Est. Cost $65.43 Unrealized +261.6%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1,149 Shares 19,192 Est. Cost $24.43 Unrealized +128.1%
FDX FEDEX CORP 0.0%
Value ($000) $1,102 Shares 3,674 Est. Cost $104.10 Unrealized +141.9%
IVV ISHARES TR 0.0%
Value ($000) $1,056 Shares 1,930 Est. Cost $425.03 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1,029 Shares 10,158 Est. Cost $52.15 Unrealized +75.1%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $952 Shares 19,233 Est. Cost $49.13 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $945 Shares 1,890 Est. Cost $357.61 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $917 Shares 4,161 Est. Cost $97.82 Unrealized +126.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $880 Shares 2,643 Est. Cost $261.23 Unrealized +29.7%
OC OWENS CORNING NEW 0.0%
Value ($000) $869 Shares 5,000 Est. Cost $137.41 Unrealized +26.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $765 Shares 16,803 Est. Cost $17.56 Unrealized +122.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $742 Shares 10,814 Est. Cost $57.31 Unrealized +10.2%
NVS NOVARTIS AG 0.0%
Value ($000) $724 Shares 6,797 Est. Cost $76.83 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $718 Shares 9,165 Est. Cost $64.26 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $711 Shares 391 Est. Cost $698.00 Unrealized +153.4%
BIIB BIOGEN INC 0.0%
Value ($000) $708 Shares 3,056 Est. Cost $242.42 Unrealized -10.4%
ITOT ISHARES TR 0.0%
Value ($000) $680 Shares 5,722 Est. Cost $77.85 Unrealized
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $666 Shares 23,453 Est. Cost $55.66 Unrealized
CRC CALIFORNIA RES CORP 0.0%
Value ($000) $625 Shares 11,737 Est. Cost $49.62 Unrealized -2.5%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $622 Shares 3,057 Est. Cost $199.50 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $620 Shares 15,946 Est. Cost $12.56 Unrealized +168.2%
CSX CSX CORP 0.0%
Value ($000) $619 Shares 18,517 Est. Cost $30.86 Unrealized +7.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $604 Shares 575 Est. Cost $514.52 Unrealized +87.4%
GLD SPDR GOLD TR 0.0%
Value ($000) $557 Shares 2,591 Est. Cost $158.20 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $548 Shares 4,000 Est. Cost $50.62 Unrealized +162.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $545 Shares 3,984 Est. Cost $60.28 Unrealized +118.5%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $512 Shares 11,865 Est. Cost $26.76 Unrealized +42.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $510 Shares 12,282 Est. Cost $37.54 Unrealized +9.2%
UITB VICTORY PORTFOLIOS II 0.0%
Value ($000) $487 Shares 10,578 Est. Cost $46.73 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $471 Shares 925 Est. Cost $393.82 Unrealized +20.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $469 Shares 1,000 Est. Cost $422.74 Unrealized +2.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $467 Shares 18,453 Est. Cost $20.25 Unrealized +11.2%
IWF ISHARES TR 0.0%
Value ($000) $458 Shares 1,257 Est. Cost $108.64 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $458 Shares 2,300 Est. Cost $86.96 Unrealized +109.7%
LIN LINDE PLC 0.0%
Value ($000) $452 Shares 1,029 Est. Cost $322.30 Unrealized +33.6%
UBS UBS GROUP AG 0.0%
Value ($000) $441 Shares 14,930 Est. Cost $23.36 Unrealized +27.3%
EUSA ISHARES INC 0.0%
Value ($000) $418 Shares 4,737 Est. Cost $90.99 Unrealized
DOW DOW INC 0.0%
Value ($000) $415 Shares 7,814 Est. Cost $46.31 Unrealized +10.6%
SPXE PROSHARES TR 0.0%
Value ($000) $413 Shares 7,070 Est. Cost $69.50 Unrealized
CBT CABOT CORP 0.0%
Value ($000) $395 Shares 4,300 Est. Cost $37.10 Unrealized +152.2%
AMGN AMGEN INC 0.0%
Value ($000) $375 Shares 1,199 Est. Cost $198.11 Unrealized +41.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $372 Shares 8,498 Est. Cost $40.99 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $364 Shares 2,000 Est. Cost $100.68 Unrealized +78.5%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $362 Shares 7,330 Est. Cost $38.32 Unrealized
EAGL 2023 ETF SERIES TRUST 0.0%
Value ($000) $361 Shares 13,634 Est. Cost $26.47 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $354 Shares 1,350 Est. Cost $169.01 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $350 Shares 12,366 Est. Cost $30.09 Unrealized
V VISA INC 0.0%
Value ($000) $348 Shares 1,325 Est. Cost $185.66 Unrealized +45.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $337 Shares 8,179 Est. Cost $28.74 Unrealized +26.9%
EG EVEREST GROUP LTD 0.0%
Value ($000) $324 Shares 850 Est. Cost $216.58 Unrealized +70.2%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $322 Shares 7,909 Est. Cost $27.09 Unrealized +32.2%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $320 Shares 6,000 Est. Cost $30.32 Unrealized +71.7%
USRT ISHARES TR 0.0%
Value ($000) $314 Shares 5,867 Est. Cost $51.41 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $312 Shares 1,577 Est. Cost $176.84 Unrealized -1.2%
ARKK ARK ETF TR 0.0%
Value ($000) $311 Shares 7,086 Est. Cost $53.20 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $289 Shares 3,120 Est. Cost $92.54 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $289 Shares 1,370 Est. Cost $141.63 Unrealized +41.3%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $287 Shares 3,890 Est. Cost $50.80 Unrealized +42.4%
CRM SALESFORCE INC 0.0%
Value ($000) $286 Shares 1,114 Est. Cost $166.88 Unrealized +58.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $284 Shares 4,777 Est. Cost $37.74 Unrealized +50.7%
QUAL ISHARES TR 0.0%
Value ($000) $283 Shares 1,658 Est. Cost $124.07 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $279 Shares 1,321 Est. Cost $187.75 Unrealized +21.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $277 Shares 954 Est. Cost $97.02 Unrealized +192.8%
FAST FASTENAL CO 0.0%
Value ($000) $276 Shares 4,400 Est. Cost $20.72 Unrealized +57.4%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $270 Shares 5,461 Est. Cost $12.25 Unrealized +273.6%
GM GENERAL MTRS CO 0.0%
Value ($000) $268 Shares 5,758 Est. Cost $30.24 Unrealized +46.8%
CTAS CINTAS CORP 0.0%
Value ($000) $261 Shares 373 Est. Cost $105.21 Unrealized +60.2%
DVY ISHARES TR 0.0%
Value ($000) $252 Shares 2,087 Est. Cost $103.42 Unrealized
CDW CDW CORP 0.0%
Value ($000) $252 Shares 1,126 Est. Cost $168.86 Unrealized +34.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $246 Shares 920 Est. Cost $237.20 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $246 Shares 4,082 Est. Cost $60.30 Unrealized
WMT WALMART INC 0.0%
Value ($000) $246 Shares 3,628 Est. Cost $45.66 Unrealized +35.7%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $245 Shares 1,180 Est. Cost $170.60 Unrealized +13.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $242 Shares 7,523 Est. Cost $48.27 Unrealized -32.6%
IWB ISHARES TR 0.0%
Value ($000) $241 Shares 810 Est. Cost $262.26 Unrealized
BLACKROCK INC 0.0%
Value ($000) $239 Shares 304 Est. Cost $811.80 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $238 Shares 921 Est. Cost $261.46 Unrealized -7.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $237 Shares 4,994 Est. Cost $23.63 Unrealized +91.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $237 Shares 7,080 Est. Cost $32.21 Unrealized +10.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $230 Shares 5,912 Est. Cost $28.22 Unrealized +23.8%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $229 Shares 6,347 Est. Cost $24.48 Unrealized +34.0%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $227 Shares 3,500 Est. Cost $60.86 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $226 Shares 1,237 Est. Cost $151.85 Unrealized
FNB F N B CORP 0.0%
Value ($000) $225 Shares 16,452 Est. Cost $9.76 Unrealized +30.9%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $220 Shares 3,233 Est. Cost $65.65 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $218 Shares 1,373 Est. Cost $116.41 Unrealized +35.7%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $216 Shares 2,010 Est. Cost $109.15 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $214 Shares 2,015 Est. Cost $88.10 Unrealized +16.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $209 Shares 3,311 Est. Cost $57.57 Unrealized +7.7%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $206 Shares 763 Est. Cost $242.08 Unrealized 0.0%
IBB ISHARES TR 0.0%
Value ($000) $205 Shares 1,492 Est. Cost $135.85 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $201 Shares 190 Est. Cost $69.94 Unrealized -1.2%
FISCALNOTE HOLDINGS INC 0.0%
Value ($000) $175 Shares 119,931 Est. Cost $2.23 Unrealized