KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 29, 2024

Total Value ($000): $2,515,532 (100.0% shares, 0.0% debt)

Holdings (184)

AVGO BROADCOM INC 4.9%
Value ($000) $122,638 Shares 710,943 Est. Cost $144.03 Unrealized +9.7%
MSFT MICROSOFT CORP 4.2%
Value ($000) $104,945 Shares 243,889 Est. Cost $105.14 Unrealized +302.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.9%
Value ($000) $99,062 Shares 215,230 Est. Cost $114.13 Unrealized +287.4%
LLY ELI LILLY & CO 3.6%
Value ($000) $90,611 Shares 102,277 Est. Cost $114.52 Unrealized +677.4%
AAPL APPLE INC 3.6%
Value ($000) $90,313 Shares 387,610 Est. Cost $100.66 Unrealized +120.5%
PANW PALO ALTO NETWORKS INC 3.2%
Value ($000) $81,371 Shares 238,066 Est. Cost $64.51 Unrealized +160.9%
GOOGL ALPHABET INC 3.1%
Value ($000) $77,357 Shares 466,430 Est. Cost $107.52 Unrealized +55.1%
AMZN AMAZON COM INC 3.0%
Value ($000) $75,508 Shares 405,239 Est. Cost $120.33 Unrealized +51.6%
PEP PEPSICO INC 3.0%
Value ($000) $74,808 Shares 439,915 Est. Cost $56.41 Unrealized +188.8%
UNP UNION PAC CORP 2.7%
Value ($000) $67,831 Shares 275,197 Est. Cost $66.63 Unrealized +252.2%
DIS DISNEY WALT CO 2.4%
Value ($000) $60,534 Shares 629,322 Est. Cost $57.57 Unrealized +57.3%
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $50,423 Shares 415,208 Est. Cost $97.90 Unrealized +20.6%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $48,887 Shares 55,145 Est. Cost $240.40 Unrealized +258.5%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $47,206 Shares 76,315 Est. Cost $145.76 Unrealized +304.2%
JPM JPMORGAN CHASE & CO. 1.8%
Value ($000) $44,418 Shares 210,652 Est. Cost $71.57 Unrealized +186.4%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $43,659 Shares 76,093 Est. Cost $436.48 Unrealized
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $43,013 Shares 86,875 Est. Cost $178.84 Unrealized +165.6%
ISRG INTUITIVE SURGICAL INC 1.7%
Value ($000) $41,780 Shares 85,045 Est. Cost $287.47 Unrealized +61.9%
NXPI NXP SEMICONDUCTORS N V 1.6%
Value ($000) $41,223 Shares 171,757 Est. Cost $74.32 Unrealized +228.4%
RTX RTX CORPORATION 1.6%
Value ($000) $40,651 Shares 335,515 Est. Cost $54.58 Unrealized +103.5%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $39,700 Shares 244,972 Est. Cost $72.32 Unrealized +111.1%
QQQ INVESCO QQQ TR 1.5%
Value ($000) $37,475 Shares 76,783 Est. Cost $325.52 Unrealized
HON HONEYWELL INTL INC 1.4%
Value ($000) $35,632 Shares 172,376 Est. Cost $56.23 Unrealized +235.0%
GOOG ALPHABET INC 1.4%
Value ($000) $34,484 Shares 206,258 Est. Cost $108.09 Unrealized +55.6%
SCHA SCHWAB STRATEGIC TR 1.4%
Value ($000) $34,169 Shares 663,482 Est. Cost $57.68 Unrealized
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $33,174 Shares 319,566 Est. Cost $45.68 Unrealized +116.6%
SCHF SCHWAB STRATEGIC TR 1.3%
Value ($000) $32,836 Shares 798,531 Est. Cost $32.63 Unrealized
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $32,479 Shares 139,657 Est. Cost $87.64 Unrealized +140.5%
ETN EATON CORP PLC 1.3%
Value ($000) $32,075 Shares 96,774 Est. Cost $133.89 Unrealized +125.0%
MRK MERCK & CO INC 1.3%
Value ($000) $31,706 Shares 279,198 Est. Cost $38.96 Unrealized +190.0%
CB CHUBB LIMITED 1.3%
Value ($000) $31,451 Shares 109,057 Est. Cost $107.14 Unrealized +152.7%
STZ CONSTELLATION BRANDS INC 1.2%
Value ($000) $29,544 Shares 114,649 Est. Cost $153.53 Unrealized +56.5%
SCHE SCHWAB STRATEGIC TR 1.2%
Value ($000) $29,036 Shares 995,072 Est. Cost $26.58 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $28,406 Shares 70,104 Est. Cost $134.34 Unrealized +162.5%
NFLX NETFLIX INC 1.1%
Value ($000) $28,103 Shares 39,623 Est. Cost $40.49 Unrealized +65.2%
SYK STRYKER CORPORATION 1.1%
Value ($000) $27,993 Shares 77,488 Est. Cost $169.29 Unrealized +101.1%
VMC VULCAN MATLS CO 1.1%
Value ($000) $27,294 Shares 108,989 Est. Cost $106.04 Unrealized +131.8%
PYPL PAYPAL HLDGS INC 1.0%
Value ($000) $26,243 Shares 336,325 Est. Cost $42.16 Unrealized +58.3%
BN BROOKFIELD CORP 1.0%
Value ($000) $25,025 Shares 470,830 Est. Cost $22.00 Unrealized +42.2%
PLD PROLOGIS INC. 0.9%
Value ($000) $23,699 Shares 187,671 Est. Cost $57.74 Unrealized +104.5%
NOW SERVICENOW INC 0.9%
Value ($000) $23,620 Shares 26,409 Est. Cost $81.08 Unrealized +102.8%
FTV FORTIVE CORP 0.9%
Value ($000) $23,196 Shares 293,886 Est. Cost $43.25 Unrealized +26.4%
DD DUPONT DE NEMOURS INC 0.9%
Value ($000) $22,627 Shares 253,918 Est. Cost $25.82 Unrealized +27.7%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $22,509 Shares 63,679 Est. Cost $282.70 Unrealized +14.2%
SBUX STARBUCKS CORP 0.9%
Value ($000) $21,822 Shares 223,843 Est. Cost $57.58 Unrealized +43.9%
ROP ROPER TECHNOLOGIES INC 0.9%
Value ($000) $21,816 Shares 39,207 Est. Cost $435.28 Unrealized +25.1%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $20,159 Shares 273,644 Est. Cost $35.91 Unrealized +87.1%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $18,507 Shares 81,978 Est. Cost $119.20 Unrealized
MMM 3M CO 0.7%
Value ($000) $16,572 Shares 121,226 Est. Cost $62.22 Unrealized +91.5%
ZS ZSCALER INC 0.6%
Value ($000) $16,073 Shares 94,026 Est. Cost $130.57 Unrealized +39.9%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $16,043 Shares 32,489 Est. Cost $307.96 Unrealized +49.9%
SHEL SHELL PLC 0.6%
Value ($000) $15,765 Shares 239,046 Est. Cost $60.27 Unrealized
NKE NIKE INC 0.6%
Value ($000) $15,670 Shares 177,265 Est. Cost $87.54 Unrealized -13.2%
DHR DANAHER CORPORATION 0.6%
Value ($000) $15,514 Shares 55,803 Est. Cost $95.68 Unrealized +174.3%
META META PLATFORMS INC 0.6%
Value ($000) $15,267 Shares 26,670 Est. Cost $391.26 Unrealized +30.9%
YUM YUM BRANDS INC 0.6%
Value ($000) $15,107 Shares 108,128 Est. Cost $39.31 Unrealized +229.1%
ABT ABBOTT LABS 0.6%
Value ($000) $14,525 Shares 127,401 Est. Cost $56.69 Unrealized +88.9%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $13,135 Shares 155,391 Est. Cost $66.88 Unrealized +11.9%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $13,078 Shares 48,222 Est. Cost $60.57 Unrealized +304.7%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $13,001 Shares 311,264 Est. Cost $25.23 Unrealized +49.6%
ADBE ADOBE INC 0.5%
Value ($000) $12,966 Shares 25,042 Est. Cost $565.93 Unrealized -3.1%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $12,715 Shares 48,518 Est. Cost $51.25 Unrealized +363.0%
SO SOUTHERN CO 0.5%
Value ($000) $12,570 Shares 139,390 Est. Cost $71.96 Unrealized +13.4%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $12,221 Shares 104,259 Est. Cost $91.84 Unrealized +19.8%
SNPS SYNOPSYS INC 0.4%
Value ($000) $10,846 Shares 21,419 Est. Cost $517.72 Unrealized +3.6%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $8,817 Shares 59,872 Est. Cost $139.50 Unrealized +0.3%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $8,332 Shares 17,735 Est. Cost $60.12 Unrealized +609.5%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $7,925 Shares 31,891 Est. Cost $59.78 Unrealized +289.8%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $6,831 Shares 39,440 Est. Cost $64.78 Unrealized +153.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $6,221 Shares 9 Est. Cost $182000.72 Unrealized +264.8%
TJX TJX COS INC NEW 0.2%
Value ($000) $6,122 Shares 52,084 Est. Cost $35.30 Unrealized +219.3%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $5,807 Shares 85,582 Est. Cost $55.52 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $3,874 Shares 28,413 Est. Cost $72.33 Unrealized +66.6%
GL GLOBE LIFE INC 0.1%
Value ($000) $3,450 Shares 32,578 Est. Cost $86.06 Unrealized +10.2%
BAC BANK AMERICA CORP 0.1%
Value ($000) $3,312 Shares 83,460 Est. Cost $14.62 Unrealized +165.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $3,262 Shares 14,755 Est. Cost $110.64 Unrealized +70.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $2,896 Shares 4,953 Est. Cost $71.65 Unrealized +620.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $2,840 Shares 14,973 Est. Cost $37.26 Unrealized +363.9%
ABBV ABBVIE INC 0.1%
Value ($000) $2,340 Shares 11,850 Est. Cost $37.72 Unrealized +373.7%
KO COCA COLA CO 0.1%
Value ($000) $2,326 Shares 32,365 Est. Cost $44.59 Unrealized +47.2%
SOLV SOLVENTUM CORP 0.1%
Value ($000) $2,069 Shares 29,678 Est. Cost $60.70 Unrealized -0.9%
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $2,045 Shares 32,215 Est. Cost $63.47 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,862 Shares 7,586 Est. Cost $104.62 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $1,572 Shares 18,376 Est. Cost $77.51 Unrealized +5.1%
SMMD ISHARES TR 0.1%
Value ($000) $1,537 Shares 22,700 Est. Cost $54.51 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,360 Shares 18,931 Est. Cost $24.43 Unrealized +161.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,343 Shares 4,852 Est. Cost $65.43 Unrealized +287.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,337 Shares 4,390 Est. Cost $106.18 Unrealized +151.2%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,263 Shares 10,604 Est. Cost $79.24 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1,231 Shares 10,139 Est. Cost $52.15 Unrealized +110.6%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1,133 Shares 17,386 Est. Cost $43.99 Unrealized +45.6%
IVV ISHARES TR 0.0%
Value ($000) $1,115 Shares 1,933 Est. Cost $425.03 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $1,100 Shares 4,062 Est. Cost $97.82 Unrealized +141.4%
IJR ISHARES TR 0.0%
Value ($000) $1,040 Shares 8,895 Est. Cost $116.96 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1,034 Shares 2,643 Est. Cost $261.23 Unrealized +29.7%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,026 Shares 20,539 Est. Cost $49.18 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $1,006 Shares 3,675 Est. Cost $104.10 Unrealized +170.2%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $997 Shares 1,890 Est. Cost $357.61 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $886 Shares 10,564 Est. Cost $57.31 Unrealized +27.5%
OC OWENS CORNING NEW 0.0%
Value ($000) $883 Shares 5,000 Est. Cost $137.41 Unrealized +22.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $858 Shares 16,803 Est. Cost $17.56 Unrealized +159.3%
NVS NOVARTIS AG 0.0%
Value ($000) $782 Shares 6,797 Est. Cost $76.83 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $766 Shares 9,165 Est. Cost $64.26 Unrealized
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $766 Shares 23,453 Est. Cost $55.66 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $726 Shares 5,783 Est. Cost $78.36 Unrealized
GLW CORNING INC 0.0%
Value ($000) $720 Shares 15,946 Est. Cost $12.56 Unrealized +225.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $684 Shares 18,391 Est. Cost $20.25 Unrealized +51.5%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $663 Shares 391 Est. Cost $698.00 Unrealized +149.8%
CSX CSX CORP 0.0%
Value ($000) $639 Shares 18,517 Est. Cost $30.86 Unrealized +7.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $630 Shares 2,591 Est. Cost $158.20 Unrealized
EAGL 2023 ETF SERIES TRUST 0.0%
Value ($000) $629 Shares 22,991 Est. Cost $26.83 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $621 Shares 4,000 Est. Cost $50.62 Unrealized +188.1%
CRC CALIFORNIA RES CORP 0.0%
Value ($000) $616 Shares 11,737 Est. Cost $49.62 Unrealized -2.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $604 Shares 575 Est. Cost $514.52 Unrealized +115.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $592 Shares 3,684 Est. Cost $60.28 Unrealized +151.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $580 Shares 11,865 Est. Cost $26.76 Unrealized +65.2%
BIIB BIOGEN INC 0.0%
Value ($000) $573 Shares 2,956 Est. Cost $242.42 Unrealized -13.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $541 Shares 925 Est. Cost $393.82 Unrealized +39.2%
UITB VICTORY PORTFOLIOS II 0.0%
Value ($000) $536 Shares 11,179 Est. Cost $46.79 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $500 Shares 17,262 Est. Cost $22.50 Unrealized +18.6%
LIN LINDE PLC 0.0%
Value ($000) $491 Shares 1,029 Est. Cost $322.30 Unrealized +39.0%
CBT CABOT CORP 0.0%
Value ($000) $481 Shares 4,300 Est. Cost $37.10 Unrealized +160.6%
IWF ISHARES TR 0.0%
Value ($000) $472 Shares 1,257 Est. Cost $108.64 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $465 Shares 1,000 Est. Cost $422.74 Unrealized +13.6%
UBS UBS GROUP AG 0.0%
Value ($000) $461 Shares 14,930 Est. Cost $23.36 Unrealized +28.7%
EUSA ISHARES INC 0.0%
Value ($000) $454 Shares 4,737 Est. Cost $90.99 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $444 Shares 8,582 Est. Cost $37.54 Unrealized +16.3%
SPXE PROSHARES TR 0.0%
Value ($000) $437 Shares 7,070 Est. Cost $69.50 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $431 Shares 1,930 Est. Cost $199.50 Unrealized +8.4%
DOW DOW INC 0.0%
Value ($000) $427 Shares 7,814 Est. Cost $46.31 Unrealized +3.5%
TSLA TESLA INC 0.0%
Value ($000) $413 Shares 1,577 Est. Cost $176.84 Unrealized +29.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $407 Shares 8,498 Est. Cost $40.99 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $401 Shares 2,000 Est. Cost $100.68 Unrealized +78.9%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $387 Shares 7,330 Est. Cost $38.32 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $387 Shares 2,275 Est. Cost $86.96 Unrealized +96.8%
AMGN AMGEN INC 0.0%
Value ($000) $386 Shares 1,199 Est. Cost $198.11 Unrealized +58.1%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $382 Shares 7,909 Est. Cost $27.09 Unrealized +60.6%
IWO ISHARES TR 0.0%
Value ($000) $379 Shares 1,335 Est. Cost $169.01 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $376 Shares 12,366 Est. Cost $30.09 Unrealized
V VISA INC 0.0%
Value ($000) $364 Shares 1,325 Est. Cost $185.66 Unrealized +44.2%
USRT ISHARES TR 0.0%
Value ($000) $361 Shares 5,867 Est. Cost $51.41 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $339 Shares 5,461 Est. Cost $12.25 Unrealized +320.5%
EG EVEREST GROUP LTD 0.0%
Value ($000) $333 Shares 850 Est. Cost $216.58 Unrealized +72.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $327 Shares 7,276 Est. Cost $28.74 Unrealized +33.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $323 Shares 5,141 Est. Cost $56.18 Unrealized -1.7%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $313 Shares 1,321 Est. Cost $187.75 Unrealized +25.7%
CTAS CINTAS CORP 0.0%
Value ($000) $307 Shares 1,492 Est. Cost $169.46 Unrealized +12.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $306 Shares 1,370 Est. Cost $141.63 Unrealized +53.2%
CRM SALESFORCE INC 0.0%
Value ($000) $304 Shares 1,109 Est. Cost $166.88 Unrealized +52.1%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $299 Shares 1,180 Est. Cost $170.60 Unrealized +25.5%
IVW ISHARES TR 0.0%
Value ($000) $299 Shares 3,120 Est. Cost $92.54 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $297 Shares 1,658 Est. Cost $124.07 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $293 Shares 4,100 Est. Cost $20.72 Unrealized +58.9%
WMT WALMART INC 0.0%
Value ($000) $289 Shares 3,584 Est. Cost $45.66 Unrealized +58.8%
BLACKROCK INC 0.0%
Value ($000) $289 Shares 304 Est. Cost $811.80 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $282 Shares 2,087 Est. Cost $103.42 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $274 Shares 921 Est. Cost $261.46 Unrealized +0.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $273 Shares 4,830 Est. Cost $37.93 Unrealized +44.6%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $267 Shares 6,000 Est. Cost $30.32 Unrealized +47.1%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $264 Shares 4,082 Est. Cost $60.30 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $264 Shares 7,523 Est. Cost $48.27 Unrealized -34.1%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $261 Shares 921 Est. Cost $237.20 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $261 Shares 6,347 Est. Cost $24.48 Unrealized +56.9%
GE GE AEROSPACE 0.0%
Value ($000) $259 Shares 1,373 Est. Cost $116.41 Unrealized +44.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $258 Shares 5,758 Est. Cost $30.24 Unrealized +51.1%
CDW CDW CORP 0.0%
Value ($000) $255 Shares 1,126 Est. Cost $168.86 Unrealized +28.8%
IWB ISHARES TR 0.0%
Value ($000) $255 Shares 810 Est. Cost $262.26 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $254 Shares 842 Est. Cost $97.02 Unrealized +195.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $253 Shares 5,912 Est. Cost $28.22 Unrealized +40.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $252 Shares 4,744 Est. Cost $23.63 Unrealized +98.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $252 Shares 3,890 Est. Cost $50.80 Unrealized +27.1%
RY ROYAL BK CDA 0.0%
Value ($000) $251 Shares 2,015 Est. Cost $88.10 Unrealized +30.3%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $247 Shares 3,500 Est. Cost $60.86 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $246 Shares 6,490 Est. Cost $32.21 Unrealized +10.9%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $245 Shares 1,237 Est. Cost $151.85 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $235 Shares 2,907 Est. Cost $65.65 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $234 Shares 899 Est. Cost $197.12 Unrealized 0.0%
FNB F N B CORP 0.0%
Value ($000) $232 Shares 16,452 Est. Cost $9.76 Unrealized +40.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $219 Shares 190 Est. Cost $69.94 Unrealized +5.0%
IBB ISHARES TR 0.0%
Value ($000) $217 Shares 1,492 Est. Cost $135.85 Unrealized
UNILEVER PLC 0.0%
Value ($000) $216 Shares 3,325 Est. Cost $64.96 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $215 Shares 2,015 Est. Cost $106.73 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $204 Shares 763 Est. Cost $242.08 Unrealized +10.8%
FISCALNOTE HOLDINGS INC 0.0%
Value ($000) $154 Shares 119,931 Est. Cost $2.23 Unrealized