TODD ASSET MANAGEMENT LLC Diversified Active

CIK: 0001071483 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 27, 2022

Total Value ($000): $4,543,351 (100.0% shares, 0.0% debt)

Holdings (207)

SHEL SHELL PLC 1.8%
Value ($000) $82,722 Shares 1,506,982 Est. Cost $54.89 Unrealized
RIO RIO TINTO PLC ADR 1.8%
Value ($000) $82,152 Shares 1,022,395 Est. Cost $44.07 Unrealized
EQNR EQUINOR ASA 1.8%
Value ($000) $79,615 Shares 2,123,889 Est. Cost $24.53 Unrealized
TOTALENERGIES, SE 1.7%
Value ($000) $78,792 Shares 1,559,888 Est. Cost $48.47 Unrealized
GOOGL ALPHABET INC 1.7%
Value ($000) $78,729 Shares 28,306 Est. Cost $71.30 Unrealized +89.1%
AMP AMERIPRISE FINANCIAL INC 1.5%
Value ($000) $67,262 Shares 223,939 Est. Cost $95.16 Unrealized +200.1%
QCOM QUALCOMM INC 1.5%
Value ($000) $65,975 Shares 431,719 Est. Cost $101.50 Unrealized +51.3%
VALE VALE SA 1.5%
Value ($000) $65,933 Shares 3,300,282 Est. Cost $19.19 Unrealized
AZO AUTOZONE INC 1.4%
Value ($000) $63,597 Shares 31,105 Est. Cost $1030.77 Unrealized +89.6%
HORIZON THERAPEUTICS INC. 1.3%
Value ($000) $58,638 Shares 557,695 Est. Cost $97.03 Unrealized
FITB FIFTH THIRD BANCORP 1.3%
Value ($000) $57,796 Shares 1,342,841 Est. Cost $25.05 Unrealized +59.3%
URI UNITED RENTALS INC 1.3%
Value ($000) $57,403 Shares 161,602 Est. Cost $161.70 Unrealized +95.6%
ABBV ABBVIE 1.2%
Value ($000) $55,540 Shares 342,605 Est. Cost $69.34 Unrealized +82.3%
DVA DAVITA INC 1.2%
Value ($000) $55,133 Shares 487,434 Est. Cost $112.29 Unrealized -0.0%
TGT TARGET CORP COM 1.1%
Value ($000) $51,972 Shares 244,894 Est. Cost $77.14 Unrealized +148.0%
ON ON SEMICONDUCTOR CORP 1.1%
Value ($000) $49,302 Shares 787,444 Est. Cost $17.03 Unrealized +258.0%
CFG CITIZENS FINANCIAL GROUP INC 1.1%
Value ($000) $48,871 Shares 1,078,125 Est. Cost $20.58 Unrealized +110.5%
HMC HONDA MOTOR LTD AMERN SHS 1.1%
Value ($000) $48,331 Shares 1,711,242 Est. Cost $31.97 Unrealized
JACOBS ENGINEERING GROUP 1.0%
Value ($000) $47,576 Shares 345,232 Est. Cost $132.44 Unrealized
AVGO BROADCOM LTD 1.0%
Value ($000) $47,209 Shares 74,973 Est. Cost $23.76 Unrealized +131.8%
UNITED HEALTHCARE CORP 1.0%
Value ($000) $45,528 Shares 89,274 Est. Cost $116.53 Unrealized
MS MORGAN STANLEY COM NEW 1.0%
Value ($000) $45,202 Shares 517,183 Est. Cost $36.35 Unrealized +132.8%
BBY BEST BUY INC COM 1.0%
Value ($000) $44,887 Shares 493,801 Est. Cost $70.55 Unrealized +16.5%
UBS UBS GROUP AG 1.0%
Value ($000) $44,603 Shares 2,285,447 Est. Cost $16.15 Unrealized +17.1%
MAS MASCO CORP 1.0%
Value ($000) $43,416 Shares 851,294 Est. Cost $54.03 Unrealized +2.1%
BAC BANK OF AMERICA CORPORATION 0.9%
Value ($000) $42,963 Shares 1,042,284 Est. Cost $19.68 Unrealized +107.4%
BMO BANK OF MONTREAL 0.9%
Value ($000) $42,575 Shares 361,366 Est. Cost $49.31 Unrealized +99.3%
COP CONOCOPHILLIPS 0.9%
Value ($000) $42,483 Shares 424,829 Est. Cost $47.91 Unrealized +66.2%
AAPL APPLE COMPUTER INC 0.9%
Value ($000) $42,277 Shares 242,125 Est. Cost $83.84 Unrealized +96.6%
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $40,971 Shares 251,619 Est. Cost $86.36 Unrealized +42.1%
CGEMY CAPGEMINI SE 0.9%
Value ($000) $39,809 Shares 896,826 Est. Cost $35.08 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $38,889 Shares 207,960 Est. Cost $107.40 Unrealized +59.9%
MOS MOSAIC COMPANY 0.8%
Value ($000) $38,531 Shares 579,413 Est. Cost $45.45 Unrealized 0.0%
DBSDY DBS GROUP HOLDINGS LTD 0.8%
Value ($000) $38,173 Shares 366,571 Est. Cost $58.56 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.8%
Value ($000) $37,493 Shares 202,834 Est. Cost $89.90 Unrealized +103.4%
FFIV F5 NETWORKS 0.8%
Value ($000) $37,416 Shares 179,069 Est. Cost $165.07 Unrealized +27.1%
ELV ANTHEM, INC 0.8%
Value ($000) $36,967 Shares 75,255 Est. Cost $183.47 Unrealized +135.8%
TOELY TOKYO ELECTRON LTD 0.8%
Value ($000) $36,874 Shares 287,362 Est. Cost $44.96 Unrealized
REPYY REPSOL S.A. 0.8%
Value ($000) $36,623 Shares 2,785,880 Est. Cost $13.62 Unrealized
JPM J P MORGAN CHASE & CO 0.8%
Value ($000) $36,392 Shares 266,960 Est. Cost $41.76 Unrealized +220.1%
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $36,266 Shares 318,149 Est. Cost $69.92 Unrealized +40.9%
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $35,955 Shares 492,333 Est. Cost $50.51 Unrealized +12.5%
SONY SONY GROUP CORPORATION 0.8%
Value ($000) $35,545 Shares 346,491 Est. Cost $78.29 Unrealized
OTEX OPEN TEXT CORPORATION 0.8%
Value ($000) $35,147 Shares 829,417 Est. Cost $36.73 Unrealized +7.4%
PH PARKER HANNIFIN CORP 0.8%
Value ($000) $34,745 Shares 122,447 Est. Cost $257.60 Unrealized +11.1%
NVR NVR INC 0.8%
Value ($000) $34,487 Shares 7,720 Est. Cost $1606.91 Unrealized +217.1%
ITOCY ITOCHU CORPORATION 0.8%
Value ($000) $34,409 Shares 508,879 Est. Cost $56.52 Unrealized
IQV IQVIA HOLDINGS INC 0.8%
Value ($000) $34,363 Shares 148,625 Est. Cost $102.89 Unrealized +130.2%
DOX AMDOCS LTD 0.8%
Value ($000) $34,152 Shares 415,867 Est. Cost $50.88 Unrealized +41.4%
LYB LYONDELLBASELL INDUSTRIES 0.7%
Value ($000) $33,584 Shares 327,019 Est. Cost $50.39 Unrealized +47.4%
TE CONNECTIVITY LTD. 0.7%
Value ($000) $33,368 Shares 254,750 Est. Cost $73.73 Unrealized
CF CF INDUSTRIES 0.7%
Value ($000) $33,361 Shares 323,708 Est. Cost $74.27 Unrealized 0.0%
AMGN AMGEN INC 0.7%
Value ($000) $32,837 Shares 135,794 Est. Cost $140.01 Unrealized +45.2%
ASHTEAD GROUP PLC UNSP 0.7%
Value ($000) $31,924 Shares 124,712 Est. Cost $102.40 Unrealized
EMN EASTMAN CHEMICAL CO 0.7%
Value ($000) $31,910 Shares 284,764 Est. Cost $74.74 Unrealized +35.1%
ZION ZIONS BANCORPORATION 0.7%
Value ($000) $31,489 Shares 480,315 Est. Cost $51.90 Unrealized +31.8%
OSK OSHKOSH CORPORATION 0.7%
Value ($000) $30,997 Shares 307,972 Est. Cost $60.83 Unrealized +72.1%
DVN DEVON ENERGY CORP 0.7%
Value ($000) $30,621 Shares 517,858 Est. Cost $44.56 Unrealized 0.0%
LNC LINCOLN NATIONAL CORP 0.7%
Value ($000) $30,520 Shares 466,945 Est. Cost $37.99 Unrealized +44.1%
TPR TAPESTRY 0.7%
Value ($000) $30,409 Shares 818,561 Est. Cost $35.85 Unrealized -4.2%
AKAM AKAMAI TECHNOLGIES 0.7%
Value ($000) $30,366 Shares 254,340 Est. Cost $104.97 Unrealized +6.8%
AON AON CORP. 0.7%
Value ($000) $29,871 Shares 91,850 Est. Cost $198.42 Unrealized +42.5%
NUE NUCOR CORP 0.7%
Value ($000) $29,619 Shares 199,256 Est. Cost $102.52 Unrealized +12.7%
MCK MCKESSON CORP COM 0.6%
Value ($000) $29,403 Shares 96,049 Est. Cost $164.19 Unrealized +62.4%
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $29,259 Shares 536,414 Est. Cost $26.32 Unrealized +41.1%
IX ORIX CORP ADR 0.6%
Value ($000) $29,230 Shares 293,044 Est. Cost $80.25 Unrealized
SLF SUN LIFE FINANCIAL 0.6%
Value ($000) $29,004 Shares 520,133 Est. Cost $35.94 Unrealized +53.2%
INFY INFOSYS TECHNOLOGIES LTD 0.6%
Value ($000) $28,948 Shares 1,164,706 Est. Cost $13.75 Unrealized
LITE LUMENTUM HOLDINGS INC 0.6%
Value ($000) $28,918 Shares 296,295 Est. Cost $82.05 Unrealized +19.2%
PHM PULTEGROUP INC. 0.6%
Value ($000) $28,665 Shares 684,131 Est. Cost $21.76 Unrealized +119.7%
BNPQY BNP PARIBAS PA ADR 0.6%
Value ($000) $28,636 Shares 1,005,620 Est. Cost $29.53 Unrealized
FANG DIAMONDBACK ENERGY INC 0.6%
Value ($000) $28,391 Shares 207,109 Est. Cost $89.41 Unrealized +20.4%
CRH PLC ADR 0.6%
Value ($000) $28,013 Shares 700,178 Est. Cost $35.65 Unrealized
FUJIY FUJIFILM HOLDINGS CORP 0.6%
Value ($000) $27,721 Shares 453,894 Est. Cost $44.20 Unrealized
NTTYY NIPPON TELEG & TEL CORP 0.6%
Value ($000) $27,715 Shares 953,245 Est. Cost $30.93 Unrealized
HDB HDFC BANK LTD 0.6%
Value ($000) $27,676 Shares 451,832 Est. Cost $56.65 Unrealized
VRTX VERTEX PHARMACEUTICALS 0.6%
Value ($000) $27,609 Shares 105,794 Est. Cost $237.33 Unrealized 0.0%
ZTO ZTO EXPRESS INC 0.6%
Value ($000) $27,525 Shares 1,102,190 Est. Cost $23.80 Unrealized
AER AERCAP HOLDINGS NV 0.6%
Value ($000) $27,247 Shares 542,621 Est. Cost $50.56 Unrealized +16.7%
QRVO QORVO, INC 0.6%
Value ($000) $27,221 Shares 219,348 Est. Cost $71.16 Unrealized +90.2%
KB KB FINANCIAL GROUP INC 0.6%
Value ($000) $26,965 Shares 552,912 Est. Cost $48.35 Unrealized
ANGLO AMERICAN PLC ADR 0.6%
Value ($000) $26,802 Shares 1,022,712 Est. Cost $20.00 Unrealized
HD HOME DEPOT 0.6%
Value ($000) $26,481 Shares 88,465 Est. Cost $173.66 Unrealized +80.8%
SAN BANCO SANTANDER SA ADS 0.6%
Value ($000) $25,577 Shares 7,576,220 Est. Cost $3.76 Unrealized
ITUB ITAU UNIBANCO HOLDINGS SA 0.6%
Value ($000) $25,441 Shares 4,461,052 Est. Cost $7.35 Unrealized
INCY INCYTE CORP 0.6%
Value ($000) $25,255 Shares 317,990 Est. Cost $67.86 Unrealized +7.2%
CI CIGNA CORP 0.5%
Value ($000) $24,129 Shares 100,702 Est. Cost $200.33 Unrealized +9.0%
TSM TAIWAN SEMICONDUCTOR MFG CO AD 0.5%
Value ($000) $24,094 Shares 231,377 Est. Cost $50.30 Unrealized
ING ING GROUP N V 0.5%
Value ($000) $23,964 Shares 2,300,540 Est. Cost $12.29 Unrealized
DELL DELL TECHNOLOGIES, INC 0.5%
Value ($000) $23,603 Shares 470,270 Est. Cost $51.15 Unrealized +0.0%
GWW W.W. GRAINGER INC. 0.5%
Value ($000) $23,448 Shares 45,460 Est. Cost $421.58 Unrealized +12.3%
HCA HCA HEALTHCARE INC 0.5%
Value ($000) $22,996 Shares 91,755 Est. Cost $236.19 Unrealized +2.7%
ORLY O REILLY AUTOMOTIVE INC 0.5%
Value ($000) $22,771 Shares 33,244 Est. Cost $44.67 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP ADR 0.5%
Value ($000) $22,596 Shares 3,654,783 Est. Cost $5.52 Unrealized
ARISTA NETWORKS 0.5%
Value ($000) $22,502 Shares 161,905 Est. Cost $138.98 Unrealized
HPQ HP INC 0.5%
Value ($000) $22,257 Shares 613,154 Est. Cost $18.83 Unrealized +70.2%
PSX PHILLIPS 66 0.5%
Value ($000) $22,249 Shares 257,538 Est. Cost $75.76 Unrealized -3.9%
UNP UNION PAC CORP COM 0.5%
Value ($000) $21,790 Shares 79,755 Est. Cost $71.03 Unrealized +224.6%
ADRNY KONINKLIJKE 0.5%
Value ($000) $21,744 Shares 675,885 Est. Cost $24.93 Unrealized
STX SEAGATE TECHNOLOGY HOLDINGS PL 0.5%
Value ($000) $21,359 Shares 237,587 Est. Cost $83.68 Unrealized +7.3%
BCS BARCLAYS ADR 0.5%
Value ($000) $21,057 Shares 2,668,692 Est. Cost $9.91 Unrealized
LVMUY LVMH Moet Hennessy 0.5%
Value ($000) $20,909 Shares 146,844 Est. Cost $43.90 Unrealized
NTAP NETAPP 0.5%
Value ($000) $20,883 Shares 251,603 Est. Cost $51.38 Unrealized +53.9%
AXAHY AXA- SPONS ADR 0.5%
Value ($000) $20,815 Shares 714,420 Est. Cost $26.35 Unrealized
KMTUY KOMATSU LTD 0.5%
Value ($000) $20,487 Shares 853,608 Est. Cost $26.86 Unrealized
EBAY EBAY INC 0.4%
Value ($000) $20,169 Shares 352,244 Est. Cost $40.23 Unrealized +34.3%
SGBLY STANDARD BANK GROUP LTD 0.4%
Value ($000) $20,074 Shares 1,605,343 Est. Cost $12.50 Unrealized
KLAC KLA -Tencor 0.4%
Value ($000) $19,786 Shares 54,050 Est. Cost $358.99 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC DEL 0.4%
Value ($000) $19,669 Shares 36,056 Est. Cost $717.13 Unrealized -18.1%
PNGAY PING AN INSURANCE GROUP 0.4%
Value ($000) $18,954 Shares 1,362,384 Est. Cost $19.85 Unrealized
SGIOY SHIONOGI & CO LTD UNSP 0.4%
Value ($000) $18,895 Shares 1,232,029 Est. Cost $15.20 Unrealized
PBR PETROLEO BRASILERO 0.4%
Value ($000) $18,565 Shares 1,255,897 Est. Cost $14.78 Unrealized
BIDU BAIDU INC 0.4%
Value ($000) $18,539 Shares 140,297 Est. Cost $206.36 Unrealized
NPSNY NASPERS LIMITED ADR 0.4%
Value ($000) $18,494 Shares 820,400 Est. Cost $35.18 Unrealized
AVY AVERY DENNINSON 0.4%
Value ($000) $17,687 Shares 101,664 Est. Cost $184.90 Unrealized -6.2%
VEOEY VEOLIA ENVIRONMENT 0.4%
Value ($000) $17,685 Shares 554,042 Est. Cost $25.56 Unrealized
LKQ LKQ CORP. 0.4%
Value ($000) $17,582 Shares 387,177 Est. Cost $46.20 Unrealized 0.0%
SNY SANOFI AVENTIS 0.4%
Value ($000) $17,060 Shares 332,725 Est. Cost $51.27 Unrealized
LAZARD LTD 0.4%
Value ($000) $17,029 Shares 493,599 Est. Cost $39.81 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $16,968 Shares 333,109 Est. Cost $33.47 Unrealized +24.0%
ICLR ICON PLC - AMERICAN DEPOSITARY 0.4%
Value ($000) $16,950 Shares 69,766 Est. Cost $125.89 Unrealized +99.1%
ST SENSATA TECHNOLOGIES HOLDING P 0.4%
Value ($000) $16,898 Shares 332,743 Est. Cost $52.85 Unrealized +7.8%
BASFY B A S F A G 0.4%
Value ($000) $16,875 Shares 1,189,745 Est. Cost $21.04 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $16,807 Shares 80,261 Est. Cost $59.48 Unrealized +242.4%
CNI CANADIAN NATL RY CO 0.4%
Value ($000) $16,793 Shares 125,347 Est. Cost $51.06 Unrealized +126.6%
BP BP PLC 0.4%
Value ($000) $16,465 Shares 560,692 Est. Cost $29.37 Unrealized
CODYY COMPAGNIE DE SAINT GOB 0.3%
Value ($000) $15,528 Shares 1,308,665 Est. Cost $13.63 Unrealized
FJTSY FUJITSU LIMITED ADR 0.3%
Value ($000) $14,825 Shares 494,321 Est. Cost $33.67 Unrealized
BTI BRITISH AMERN TOB PLC ADR 0.3%
Value ($000) $14,385 Shares 341,712 Est. Cost $59.15 Unrealized
NTES NETEASE INC. ADR 0.3%
Value ($000) $13,715 Shares 153,107 Est. Cost $107.02 Unrealized
RHHBY ROCHE HLDG LTD 0.3%
Value ($000) $13,630 Shares 276,197 Est. Cost $43.66 Unrealized
TTNDY TECHTRONIC INDUSTRIES CO 0.3%
Value ($000) $13,355 Shares 168,525 Est. Cost $40.70 Unrealized
SRE SEMPRA ENERGY 0.3%
Value ($000) $12,912 Shares 76,802 Est. Cost $45.66 Unrealized +38.9%
VIPS VIPSHOP HOLDINGS LTD ADS 0.3%
Value ($000) $12,696 Shares 1,411,867 Est. Cost $11.02 Unrealized
MGA MAGNA INTERNATIONAL INC 0.3%
Value ($000) $12,663 Shares 197,174 Est. Cost $41.66 Unrealized +54.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $10,513 Shares 106,116 Est. Cost $85.44 Unrealized +1.6%
BABA ALIBABA GROUP HOLDING 0.2%
Value ($000) $9,781 Shares 89,899 Est. Cost $152.41 Unrealized
DLR DIGITAL REALTY TRUST INC 0.2%
Value ($000) $8,585 Shares 60,540 Est. Cost $137.85 Unrealized -9.0%
DWAHY DAIWA HOUSE INDUSTRY 0.2%
Value ($000) $8,132 Shares 313,088 Est. Cost $29.80 Unrealized
DHLGY DEUTSCHE POST AG SPON 0.2%
Value ($000) $7,013 Shares 146,783 Est. Cost $66.69 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.1%
Value ($000) $4,574 Shares 63,777 Est. Cost $52.01 Unrealized +12.7%
JBAXY JULIUS BAER GROUP LTD ADR 0.1%
Value ($000) $4,192 Shares 366,620 Est. Cost $10.41 Unrealized
AEM AGNICO EAGLE MINES 0.1%
Value ($000) $4,077 Shares 66,575 Est. Cost $49.03 Unrealized 0.0%
SSL SASOL LTD ADR 0.1%
Value ($000) $3,942 Shares 163,020 Est. Cost $15.74 Unrealized
TECK TECK RESOURCES LIMITED 0.1%
Value ($000) $3,930 Shares 97,300 Est. Cost $28.13 Unrealized +27.1%
UNILEVER 0.1%
Value ($000) $3,872 Shares 84,971 Est. Cost $54.47 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $3,860 Shares 12,519 Est. Cost $60.78 Unrealized +379.4%
CRRFY CAREFOUR SA SPON ADR 0.1%
Value ($000) $3,686 Shares 839,700 Est. Cost $3.66 Unrealized
KT KT CORPORATION 0.1%
Value ($000) $3,617 Shares 252,200 Est. Cost $13.75 Unrealized
CHGCY CHUGAI PHARMA UNSUP ADR 0.1%
Value ($000) $3,587 Shares 215,300 Est. Cost $17.53 Unrealized
FSUGY FORTESCUE METAL GROUP 0.1%
Value ($000) $3,496 Shares 113,500 Est. Cost $30.80 Unrealized
BAK BRASKEM SA 0.1%
Value ($000) $3,458 Shares 185,500 Est. Cost $21.14 Unrealized
TXRH TEXAS ROADHOUSE 0.1%
Value ($000) $3,457 Shares 41,282 Est. Cost $57.07 Unrealized +39.8%
SZLMY SWISS LIFE HOLDINGS UNSP 0.1%
Value ($000) $3,302 Shares 100,200 Est. Cost $32.95 Unrealized
TX TERNIUM SA ADR 0.1%
Value ($000) $3,290 Shares 72,060 Est. Cost $38.46 Unrealized
POAHY PORSCHE AUTOMOBILE HOLDINGS 0.1%
Value ($000) $3,205 Shares 334,560 Est. Cost $10.67 Unrealized
ALPMY ASTELLAS PHARMA INC 0.1%
Value ($000) $3,153 Shares 202,400 Est. Cost $16.44 Unrealized
KNBWY KIRIN HOLDINGS 0.1%
Value ($000) $3,142 Shares 209,770 Est. Cost $18.74 Unrealized
YARIY YARA INTL ASA ADR 0.1%
Value ($000) $3,110 Shares 124,200 Est. Cost $24.85 Unrealized
CM CANADIAN IMPERIAL BANK 0.1%
Value ($000) $3,103 Shares 25,500 Est. Cost $52.58 Unrealized 0.0%
LOGI LOGITECH INTERNATIONAL S.A. 0.1%
Value ($000) $3,086 Shares 41,830 Est. Cost $98.11 Unrealized -26.2%
AEGON NV-ORD AMERICAN REGD 0.1%
Value ($000) $3,075 Shares 581,300 Est. Cost $5.29 Unrealized
AMKBY AP MOLLER MAERSK 0.1%
Value ($000) $2,991 Shares 199,250 Est. Cost $11.50 Unrealized
CPRI CAPRI HOLDINGS LTD 0.1%
Value ($000) $2,985 Shares 58,080 Est. Cost $54.41 Unrealized +10.1%
ASEKY AISIN CORP ADR 0.1%
Value ($000) $2,816 Shares 81,800 Est. Cost $34.43 Unrealized
NATWEST GR 0.1%
Value ($000) $2,788 Shares 490,900 Est. Cost $6.11 Unrealized
STELLANTIS NV 0.1%
Value ($000) $2,510 Shares 154,260 Est. Cost $19.70 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,290 Shares 5,516 Est. Cost $229.87 Unrealized
ACWX ISHARE MSCI ACWI EX US ETF 0.0%
Value ($000) $2,096 Shares 40,108 Est. Cost $55.28 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $1,948 Shares 28,763 Est. Cost $42.08 Unrealized +39.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1,815 Shares 19,319 Est. Cost $58.20 Unrealized +42.2%
XOM EXXON MOBIL 0.0%
Value ($000) $1,813 Shares 21,946 Est. Cost $62.04 Unrealized +9.4%
PFE PFIZER INC 0.0%
Value ($000) $1,617 Shares 31,227 Est. Cost $28.12 Unrealized +51.1%
MET METLIFE INC. 0.0%
Value ($000) $1,298 Shares 18,463 Est. Cost $33.61 Unrealized +78.8%
BAESY BAE SYSTEMS PLC ADR 0.0%
Value ($000) $1,238 Shares 32,865 Est. Cost $29.39 Unrealized
NVIDIA CORP 0.0%
Value ($000) $1,171 Shares 4,290 Est. Cost $225.02 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $1,167 Shares 4,718 Est. Cost $114.45 Unrealized +99.0%
NGG NATIONAL GRID TRANSCO PLC ADR 0.0%
Value ($000) $1,113 Shares 14,481 Est. Cost $60.77 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,096 Shares 7,360 Est. Cost $114.60 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS 0.0%
Value ($000) $1,058 Shares 33,938 Est. Cost $32.13 Unrealized
ALIZY ALLIANZ SE 0.0%
Value ($000) $1,054 Shares 44,343 Est. Cost $17.04 Unrealized
MFC MANULIFE FINANACIAL CORP 0.0%
Value ($000) $989 Shares 46,300 Est. Cost $14.42 Unrealized +42.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $930 Shares 15,648 Est. Cost $53.38 Unrealized +3.3%
ORANY ORANGE 0.0%
Value ($000) $868 Shares 73,427 Est. Cost $11.67 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $863 Shares 59,055 Est. Cost $12.41 Unrealized +5.4%
IBM INTL. BUSINESS MACHS CO 0.0%
Value ($000) $821 Shares 6,315 Est. Cost $94.05 Unrealized +19.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $724 Shares 6,625 Est. Cost $109.49 Unrealized
PG PROCTER & GAMBLE 0.0%
Value ($000) $645 Shares 4,219 Est. Cost $75.30 Unrealized +88.8%
ELUXY ELECTROLUX 0.0%
Value ($000) $623 Shares 20,324 Est. Cost $43.46 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $583 Shares 3,288 Est. Cost $76.87 Unrealized +97.5%
BSV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $549 Shares 7,050 Est. Cost $80.21 Unrealized
JAZZ JAZZ PHARMACEUTICALS INC 0.0%
Value ($000) $489 Shares 3,143 Est. Cost $133.55 Unrealized +8.7%
PPRUY KERING UNSPONSORED ADR 0.0%
Value ($000) $482 Shares 7,622 Est. Cost $72.49 Unrealized
BLACKROCK INC 0.0%
Value ($000) $403 Shares 528 Est. Cost $188.72 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $388 Shares 7,821 Est. Cost $27.20 Unrealized +69.8%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $369 Shares 6,626 Est. Cost $20.80 Unrealized +141.7%
APTIV PLC ORDINARY 0.0%
Value ($000) $351 Shares 2,929 Est. Cost $83.32 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $321 Shares 3,544 Est. Cost $91.16 Unrealized -0.1%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $317 Shares 2,406 Est. Cost $80.65 Unrealized +36.9%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $286 Shares 2,918 Est. Cost $58.78 Unrealized +48.8%
LLY ELI LILLY & CO 0.0%
Value ($000) $286 Shares 1,000 Est. Cost $243.85 Unrealized +1.9%
EATON VANCE MUNICIPAL BD 0.0%
Value ($000) $263 Shares 22,829 Est. Cost $11.78 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUN 0.0%
Value ($000) $256 Shares 2,060 Est. Cost $113.56 Unrealized
BF/B BROWN FORMAN CL B 0.0%
Value ($000) $220 Shares 3,279 Est. Cost $65.35 Unrealized -5.2%
ASHLAND GLOBAL HOLDINGS INC 0.0%
Value ($000) $220 Shares 2,240 Est. Cost $107.59 Unrealized
PANASONIC CORPORATION 0.0%
Value ($000) $219 Shares 22,611 Est. Cost $9.01 Unrealized
BHC BAUSCH HEALTH COMPANIES 0.0%
Value ($000) $211 Shares 9,251 Est. Cost $24.44 Unrealized 0.0%