MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 25, 2019

Total Value ($000): $876,422 (100.0% shares, 0.0% debt)

Holdings (172)

VTV VANGUARD VALUE ETF 4.0%
Value ($000) $34,754 Shares 354,812 Est. Cost $97.98 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $29,532 Shares 187,222 Est. Cost $24.12 Unrealized +90.8%
MSFT MICROSOFT CORP 3.0%
Value ($000) $26,026 Shares 256,241 Est. Cost $55.22 Unrealized +81.1%
AMZN AMAZON INC 2.7%
Value ($000) $24,015 Shares 15,989 Est. Cost $32.66 Unrealized +154.5%
VUG VANGUARD GROWTH ETF 2.4%
Value ($000) $21,185 Shares 157,711 Est. Cost $134.34 Unrealized
GOOGL ALPHABET INC CL A 2.3%
Value ($000) $20,011 Shares 19,150 Est. Cost $46.98 Unrealized +14.2%
ZBRA ZEBRA TECHNOLOGIES CORP 2.1%
Value ($000) $18,724 Shares 117,592 Est. Cost $136.32 Unrealized +22.1%
HD HOME DEPOT INC 2.1%
Value ($000) $18,092 Shares 105,297 Est. Cost $70.05 Unrealized +114.7%
ISRG INTUITIVE SURGICAL INC 2.0%
Value ($000) $17,667 Shares 36,890 Est. Cost $138.72 Unrealized +22.2%
MA MASTERCARD INC 1.9%
Value ($000) $17,009 Shares 90,161 Est. Cost $91.26 Unrealized +109.2%
XLU UTILITIES SELECT SECTOR SPDR 1.6%
Value ($000) $13,912 Shares 262,888 Est. Cost $51.84 Unrealized
FTNT FORTINET INC. 1.5%
Value ($000) $13,158 Shares 186,830 Est. Cost $12.90 Unrealized +18.1%
FISV FISERV INC 1.3%
Value ($000) $11,399 Shares 155,104 Est. Cost $48.30 Unrealized +60.1%
ETR ENTERGY CORP 1.3%
Value ($000) $11,107 Shares 129,050 Est. Cost $22.50 Unrealized +45.8%
CI CIGNA CORP 1.3%
Value ($000) $11,106 Shares 58,479 Est. Cost $190.77 Unrealized 0.0%
IAC INTERACTIVECORP 1.2%
Value ($000) $10,110 Shares 55,233 Est. Cost $118.54 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 1.1%
Value ($000) $10,003 Shares 76,262 Est. Cost $131.17 Unrealized
VMWARE INC CL A 1.0%
Value ($000) $9,131 Shares 66,587 Est. Cost $137.13 Unrealized
KBE SPDR S&P BANK ETF 1.0%
Value ($000) $8,761 Shares 234,571 Est. Cost $41.29 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $8,628 Shares 66,856 Est. Cost $74.65 Unrealized +52.9%
AMGN AMGEN 1.0%
Value ($000) $8,370 Shares 42,995 Est. Cost $100.47 Unrealized +56.1%
META FACEBOOK INC. 0.9%
Value ($000) $8,016 Shares 61,142 Est. Cost $160.39 Unrealized -10.3%
ACN ACCENTURE PLC 0.9%
Value ($000) $7,946 Shares 56,352 Est. Cost $146.34 Unrealized -2.4%
CNC CENTENE CORP 0.9%
Value ($000) $7,776 Shares 67,444 Est. Cost $48.54 Unrealized +37.9%
VNQ VANGUARD REIT ETF 0.9%
Value ($000) $7,620 Shares 102,182 Est. Cost $75.21 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.8%
Value ($000) $7,384 Shares 21,444 Est. Cost $17.41 Unrealized +30.8%
ADBE ADOBE INC 0.8%
Value ($000) $7,185 Shares 31,760 Est. Cost $203.33 Unrealized +18.7%
MTD METTLER-TOLEDO INTERNATIONAL 0.8%
Value ($000) $7,126 Shares 12,599 Est. Cost $322.21 Unrealized +80.3%
AZO AUTOZONE INC 0.8%
Value ($000) $6,718 Shares 8,014 Est. Cost $645.21 Unrealized +24.2%
GMED GLOBUS MEDICAL INC. 0.8%
Value ($000) $6,671 Shares 154,138 Est. Cost $31.81 Unrealized +56.9%
AME AMETEK INC 0.7%
Value ($000) $6,179 Shares 91,263 Est. Cost $39.89 Unrealized +71.4%
MRK MERCK & CO INC 0.7%
Value ($000) $6,164 Shares 80,672 Est. Cost $37.16 Unrealized +52.0%
ROYAL DUTCH SHELL PLC-ADR A 0.7%
Value ($000) $6,146 Shares 105,469 Est. Cost $56.68 Unrealized
CDW CDW CORP 0.7%
Value ($000) $6,097 Shares 75,231 Est. Cost $66.43 Unrealized +19.0%
SONY SONY CORP ADR 0.7%
Value ($000) $5,995 Shares 124,183 Est. Cost $60.65 Unrealized
EBS EMERGENT BIOSOLUTIONS INC. 0.7%
Value ($000) $5,928 Shares 100,004 Est. Cost $52.10 Unrealized +23.7%
HSY HERSHEY 0.7%
Value ($000) $5,927 Shares 55,297 Est. Cost $90.02 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.7%
Value ($000) $5,808 Shares 34,179 Est. Cost $172.26 Unrealized -2.2%
TORCHMARK CORP 0.7%
Value ($000) $5,793 Shares 77,730 Est. Cost $61.32 Unrealized
PRA HEALTH SCIENCES INC 0.7%
Value ($000) $5,787 Shares 62,926 Est. Cost $65.23 Unrealized
NOVT NOVANTA INC 0.7%
Value ($000) $5,748 Shares 91,234 Est. Cost $61.14 Unrealized +5.4%
CYBERARK SOFTWARE LTD 0.7%
Value ($000) $5,710 Shares 77,019 Est. Cost $74.14 Unrealized
NDSN NORDSON CORP 0.6%
Value ($000) $5,639 Shares 47,244 Est. Cost $108.50 Unrealized +4.7%
ADRNY KONINKLIJKE AHOLD DELHAIZE ADR 0.6%
Value ($000) $5,614 Shares 222,510 Est. Cost $25.23 Unrealized
CVX CHEVRON CORP 0.6%
Value ($000) $5,610 Shares 51,567 Est. Cost $66.59 Unrealized +27.3%
ST SENSATA TECHNOLOGIES HOLDING P 0.6%
Value ($000) $5,598 Shares 124,844 Est. Cost $52.77 Unrealized -14.2%
INGERSOLL-RAND PLC 0.6%
Value ($000) $5,564 Shares 60,990 Est. Cost $81.52 Unrealized
CMCSA COMCAST CORP CL A 0.6%
Value ($000) $5,525 Shares 162,249 Est. Cost $30.41 Unrealized +0.1%
VSH VISHAY INTERTECHNOLOGY 0.6%
Value ($000) $5,468 Shares 303,610 Est. Cost $13.82 Unrealized +17.9%
MMS MAXIMUS INC 0.6%
Value ($000) $5,440 Shares 83,582 Est. Cost $58.78 Unrealized +12.0%
DIS DISNEY WALT CO DEL 0.6%
Value ($000) $5,317 Shares 48,492 Est. Cost $97.17 Unrealized +12.3%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $5,293 Shares 21,246 Est. Cost $54.31 Unrealized +332.8%
PFE PFIZER INC 0.6%
Value ($000) $5,283 Shares 121,035 Est. Cost $17.48 Unrealized +71.8%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,255 Shares 93,467 Est. Cost $27.84 Unrealized +38.7%
FOXF FOX FACTORY HOLDING CORP 0.6%
Value ($000) $5,097 Shares 86,586 Est. Cost $61.24 Unrealized +1.7%
BIIB BIOGEN INC 0.6%
Value ($000) $5,085 Shares 16,898 Est. Cost $292.01 Unrealized +9.3%
INVA INNOVIVA INC 0.6%
Value ($000) $5,024 Shares 287,897 Est. Cost $15.43 Unrealized +5.3%
RGA REINSURANCE GROUP OF AMERICA I 0.6%
Value ($000) $4,976 Shares 35,481 Est. Cost $65.14 Unrealized +117.6%
XLP CONSUMER STAPLES SELECT SECTOR 0.6%
Value ($000) $4,878 Shares 96,057 Est. Cost $51.74 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP 0.6%
Value ($000) $4,859 Shares 93,349 Est. Cost $29.65 Unrealized +42.6%
AMEDISYS INC 0.6%
Value ($000) $4,844 Shares 41,364 Est. Cost $117.11 Unrealized
PPL PPL CORP 0.5%
Value ($000) $4,815 Shares 169,954 Est. Cost $22.28 Unrealized -0.1%
NHI NATIONAL HEALTH INVESTORS 0.5%
Value ($000) $4,810 Shares 63,675 Est. Cost $75.59 Unrealized
WELLCARE HEALTH PLANS INC. 0.5%
Value ($000) $4,798 Shares 20,321 Est. Cost $320.48 Unrealized
CNP CENTERPOINT ENERGY INC 0.5%
Value ($000) $4,784 Shares 169,470 Est. Cost $21.32 Unrealized +6.3%
ELV ANTHEM INC 0.5%
Value ($000) $4,762 Shares 18,131 Est. Cost $211.75 Unrealized +18.1%
DG DOLLAR GENERAL CORP 0.5%
Value ($000) $4,666 Shares 43,170 Est. Cost $87.12 Unrealized +13.2%
PRU PRUDENTIAL FINANCIAL INC 0.5%
Value ($000) $4,657 Shares 57,110 Est. Cost $39.86 Unrealized +62.3%
STT STATE STREET CORPORATION 0.5%
Value ($000) $4,610 Shares 73,101 Est. Cost $57.54 Unrealized -1.3%
RRX REGAL-BELOIT CORPORATION 0.5%
Value ($000) $4,502 Shares 64,268 Est. Cost $73.69 Unrealized +2.5%
CTSH COGNIZANT TECH SOLUTIONS CL A 0.5%
Value ($000) $4,497 Shares 70,835 Est. Cost $70.61 Unrealized -11.3%
AYI ACUITY BRANDS INC 0.5%
Value ($000) $4,495 Shares 39,100 Est. Cost $140.00 Unrealized -13.9%
NTRS NORTHERN TRUST CORP 0.5%
Value ($000) $4,470 Shares 53,476 Est. Cost $71.05 Unrealized +6.0%
STANLEY BLACK & DECKER INC 5.3 0.5%
Value ($000) $4,439 Shares 48,837 Est. Cost $104.28 Unrealized
MNST MONSTER BEVERAGE CORPORATION 0.5%
Value ($000) $4,349 Shares 88,361 Est. Cost $27.06 Unrealized +0.3%
EQNR EQUINOR ASA ADR 0.5%
Value ($000) $4,278 Shares 202,102 Est. Cost $27.31 Unrealized
UNILEVER PLC SPON ADR 0.5%
Value ($000) $4,270 Shares 81,732 Est. Cost $44.57 Unrealized
BBY BEST BUY 0.5%
Value ($000) $4,254 Shares 80,322 Est. Cost $53.63 Unrealized -7.4%
KO COCA COLA CO 0.5%
Value ($000) $4,225 Shares 89,234 Est. Cost $27.89 Unrealized +37.6%
DSW INC 0.5%
Value ($000) $4,164 Shares 168,591 Est. Cost $22.84 Unrealized
PDM PIEDMONT OFFICE REALTY TRUST I 0.5%
Value ($000) $4,147 Shares 243,377 Est. Cost $18.80 Unrealized
FIZZ NATIONAL BEVERAGE CORP 0.5%
Value ($000) $4,110 Shares 57,264 Est. Cost $37.56 Unrealized -1.0%
KMI KINDER MORGAN INC 0.5%
Value ($000) $4,107 Shares 267,043 Est. Cost $10.96 Unrealized +2.2%
HST HOST HOTELS AND RESORTS INC 0.5%
Value ($000) $4,041 Shares 242,425 Est. Cost $14.38 Unrealized -0.6%
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.5%
Value ($000) $4,027 Shares 58,416 Est. Cost $68.94 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 0.5%
Value ($000) $3,989 Shares 15,961 Est. Cost $223.01 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.5%
Value ($000) $3,949 Shares 30,164 Est. Cost $125.81 Unrealized
VOD VODAFONE GROUP PLC SPONSORED A 0.4%
Value ($000) $3,937 Shares 204,211 Est. Cost $20.48 Unrealized
TPR TAPESTRY INC 0.4%
Value ($000) $3,910 Shares 115,860 Est. Cost $33.11 Unrealized 0.0%
CHINA MOBILE LTD ADS 0.4%
Value ($000) $3,877 Shares 80,774 Est. Cost $50.54 Unrealized
SUNTRUST BANKS 0.4%
Value ($000) $3,844 Shares 76,208 Est. Cost $50.44 Unrealized
ORI OLD REPUBLIC INTL 0.4%
Value ($000) $3,831 Shares 186,262 Est. Cost $6.83 Unrealized +76.1%
KEY KEYCORP 0.4%
Value ($000) $3,827 Shares 258,935 Est. Cost $12.51 Unrealized 0.0%
MO ALTRIA GROUP INC 0.4%
Value ($000) $3,820 Shares 77,335 Est. Cost $17.67 Unrealized +87.5%
CVSA ADTALEM GLOBAL EDUCATION INC 0.4%
Value ($000) $3,774 Shares 79,764 Est. Cost $37.28 Unrealized +37.2%
AMCX AMC NETWORKS INC 0.4%
Value ($000) $3,767 Shares 68,637 Est. Cost $58.47 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE 0.4%
Value ($000) $3,757 Shares 33,830 Est. Cost $116.29 Unrealized
WNS HOLDINGS LIMITED ADR 0.4%
Value ($000) $3,745 Shares 90,768 Est. Cost $24.82 Unrealized
SPG SIMON PPTY GROUP REIT 0.4%
Value ($000) $3,730 Shares 22,203 Est. Cost $104.90 Unrealized +15.3%
ROYAL DUTCH PETROLEUM COMPANY 0.4%
Value ($000) $3,643 Shares 60,775 Est. Cost $69.13 Unrealized
T AT & T INC 0.4%
Value ($000) $3,621 Shares 126,879 Est. Cost $12.93 Unrealized +8.5%
MPT MEDICAL PROPERTIES TRUST INC. 0.4%
Value ($000) $3,607 Shares 224,336 Est. Cost $12.44 Unrealized
MET METLIFE INC 0.4%
Value ($000) $3,558 Shares 86,645 Est. Cost $37.04 Unrealized -9.1%
LNC LINCOLN NATL 0.4%
Value ($000) $3,550 Shares 69,195 Est. Cost $53.76 Unrealized -18.1%
IMBBY IMPERIAL BRANDS PLC 0.4%
Value ($000) $3,534 Shares 115,800 Est. Cost $41.47 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,521 Shares 30,902 Est. Cost $79.41 Unrealized +8.8%
GRMN GARMIN LTD ADR 0.4%
Value ($000) $3,487 Shares 55,076 Est. Cost $26.16 Unrealized +109.5%
ATHENE HOLDING LTD 0.4%
Value ($000) $3,485 Shares 87,507 Est. Cost $49.07 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.4%
Value ($000) $3,446 Shares 126,150 Est. Cost $25.20 Unrealized
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $3,432 Shares 30,190 Est. Cost $98.64 Unrealized -10.8%
BA BOEING CO 0.4%
Value ($000) $3,413 Shares 10,584 Est. Cost $125.30 Unrealized +167.3%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.4%
Value ($000) $3,359 Shares 108,088 Est. Cost $27.63 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $3,348 Shares 25,055 Est. Cost $119.15 Unrealized -1.4%
MLKN MILLER HERMAN 0.4%
Value ($000) $3,329 Shares 110,055 Est. Cost $26.14 Unrealized +5.6%
GIS GENERAL MILLS INC 0.4%
Value ($000) $3,278 Shares 84,185 Est. Cost $33.42 Unrealized -1.4%
INFY INFOSYS LTD SPONSORED ADR 0.4%
Value ($000) $3,249 Shares 341,260 Est. Cost $9.52 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.4%
Value ($000) $3,155 Shares 71,435 Est. Cost $42.48 Unrealized -12.3%
ARLP ALLIANCE RES PARTNR LP UT LTD 0.3%
Value ($000) $3,015 Shares 173,856 Est. Cost $18.35 Unrealized
LAZARD LTD 0.3%
Value ($000) $2,968 Shares 80,416 Est. Cost $43.16 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,932 Shares 32,750 Est. Cost $85.81 Unrealized
WFC WELLS FARGO COMPANY 0.3%
Value ($000) $2,931 Shares 63,605 Est. Cost $41.86 Unrealized +0.4%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $2,918 Shares 33,869 Est. Cost $73.27 Unrealized 0.0%
C CITIGROUP INC 0.3%
Value ($000) $2,895 Shares 55,615 Est. Cost $49.36 Unrealized 0.0%
PSA PUBLIC STORAGE INC 0.3%
Value ($000) $2,749 Shares 13,579 Est. Cost $151.89 Unrealized 0.0%
SLRC SOLAR CAPITAL LTD 0.3%
Value ($000) $2,725 Shares 142,004 Est. Cost $7.00 Unrealized +45.4%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $2,682 Shares 35,770 Est. Cost $65.55 Unrealized 0.0%
PAGP PLAINS GP HOLDINGS LP 0.3%
Value ($000) $2,603 Shares 129,485 Est. Cost $22.71 Unrealized
PACWEST BANCORP 0.3%
Value ($000) $2,592 Shares 77,881 Est. Cost $43.21 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.3%
Value ($000) $2,494 Shares 29,992 Est. Cost $57.98 Unrealized 0.0%
TGT TARGET CORP 0.3%
Value ($000) $2,472 Shares 37,403 Est. Cost $46.80 Unrealized +35.2%
HUBB HUBBELL INC 0.3%
Value ($000) $2,268 Shares 22,826 Est. Cost $95.19 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $2,234 Shares 29,552 Est. Cost $76.57 Unrealized 0.0%
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.3%
Value ($000) $2,215 Shares 44,947 Est. Cost $49.62 Unrealized
DISCOVER FINL SVCS 0.2%
Value ($000) $2,169 Shares 36,782 Est. Cost $71.18 Unrealized
HUN HUNTSMAN CORPORATION 0.2%
Value ($000) $1,912 Shares 99,096 Est. Cost $21.45 Unrealized 0.0%
UMBF UMB FINL CORP 0.2%
Value ($000) $1,910 Shares 31,328 Est. Cost $51.28 Unrealized +26.4%
MERC MERCER INTERNATIONAL INC. 0.2%
Value ($000) $1,785 Shares 170,968 Est. Cost $10.86 Unrealized 0.0%
PKG PACKAGING CORP OF AMERICA 0.2%
Value ($000) $1,765 Shares 21,150 Est. Cost $74.71 Unrealized 0.0%
INTC INTEL CORP 0.2%
Value ($000) $1,734 Shares 36,953 Est. Cost $20.11 Unrealized +99.8%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.2%
Value ($000) $1,530 Shares 5 Est. Cost $235306.12 Unrealized +33.1%
DVY ISHARES DOW JONES SELECT DVD E 0.2%
Value ($000) $1,495 Shares 16,735 Est. Cost $84.26 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,259 Shares 13,516 Est. Cost $20.91 Unrealized +37.6%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.1%
Value ($000) $1,136 Shares 5,567 Est. Cost $142.32 Unrealized +46.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,083 Shares 15,888 Est. Cost $54.98 Unrealized +2.6%
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $1,052 Shares 47,132 Est. Cost $24.50 Unrealized
USB US BANCORP 0.1%
Value ($000) $957 Shares 20,946 Est. Cost $23.80 Unrealized +60.9%
MCD MCDONALDS 0.1%
Value ($000) $743 Shares 4,186 Est. Cost $136.40 Unrealized +10.0%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $701 Shares 7,340 Est. Cost $106.65 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value ($000) $665 Shares 5,211 Est. Cost $128.19 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX 0.1%
Value ($000) $625 Shares 4,150 Est. Cost $150.60 Unrealized
LLY LILLY (ELI) 0.1%
Value ($000) $615 Shares 5,317 Est. Cost $46.00 Unrealized +120.4%
DOWDUPONT INC 0.1%
Value ($000) $602 Shares 11,258 Est. Cost $66.96 Unrealized
PEP PEPSICO 0.1%
Value ($000) $569 Shares 5,149 Est. Cost $64.98 Unrealized +39.6%
IVV ISHARES S&P 500 INDEX 0.1%
Value ($000) $567 Shares 2,253 Est. Cost $274.85 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVER 0.1%
Value ($000) $514 Shares 2,205 Est. Cost $207.68 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $507 Shares 5,464 Est. Cost $90.13 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $503 Shares 13,935 Est. Cost $62.13 Unrealized -35.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $467 Shares 7,473 Est. Cost $71.20 Unrealized -25.5%
IJR ISHARES S&P SMALLCAP 600 0.0%
Value ($000) $431 Shares 6,218 Est. Cost $80.06 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $428 Shares 4,656 Est. Cost $59.80 Unrealized +25.0%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $420 Shares 6,293 Est. Cost $51.68 Unrealized +10.9%
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $345 Shares 9,000 Est. Cost $35.63 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $343 Shares 2,563 Est. Cost $106.27 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $327 Shares 11,870 Est. Cost $28.12 Unrealized -4.6%
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $296 Shares 3,653 Est. Cost $67.26 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $277 Shares 2,740 Est. Cost $101.09 Unrealized
CERNER CORP 0.0%
Value ($000) $258 Shares 4,916 Est. Cost $59.77 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $255 Shares 246 Est. Cost $51.69 Unrealized +2.8%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $250 Shares 2,065 Est. Cost $117.99 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $216 Shares 1,241 Est. Cost $36.66 Unrealized 0.0%
GENERAL ELECTRIC 0.0%
Value ($000) $133 Shares 17,540 Est. Cost $24.86 Unrealized
WTI W&T OFFSHORE INC 0.0%
Value ($000) $43 Shares 10,343 Est. Cost $6.46 Unrealized -1.2%