TODD ASSET MANAGEMENT LLC Diversified Active

CIK: 0001071483 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 2, 2023

Total Value ($000): $4,216,792 (100.0% shares, 0.0% debt)

Holdings (207)

SHEL SHELL PLC 2.3%
Value ($000) $95,483 Shares 1,483,113 Est. Cost $54.89 Unrealized
SLB SCHLUMBERGER LTD 2.2%
Value ($000) $91,342 Shares 1,566,756 Est. Cost $48.98 Unrealized +11.1%
URI UNITED RENTALS INC 1.9%
Value ($000) $78,989 Shares 177,675 Est. Cost $237.55 Unrealized +88.4%
TOTALENERGIES, SE 1.9%
Value ($000) $78,468 Shares 1,193,255 Est. Cost $57.64 Unrealized
RIO RIO TINTO PLC ADR 1.5%
Value ($000) $63,009 Shares 990,088 Est. Cost $44.07 Unrealized
EQNR EQUINOR ASA 1.4%
Value ($000) $59,751 Shares 1,822,240 Est. Cost $29.21 Unrealized
AZO AUTOZONE INC 1.4%
Value ($000) $59,659 Shares 23,488 Est. Cost $1063.96 Unrealized +135.9%
KLAC KLA -Tencor 1.4%
Value ($000) $59,173 Shares 129,012 Est. Cost $377.40 Unrealized +24.4%
ON ON SEMICONDUCTOR CORP 1.3%
Value ($000) $56,292 Shares 605,617 Est. Cost $32.29 Unrealized +200.8%
DELL DELL TECHNOLOGIES, INC 1.3%
Value ($000) $54,106 Shares 785,283 Est. Cost $43.87 Unrealized +30.4%
AVGO BROADCOM LTD 1.2%
Value ($000) $52,457 Shares 63,157 Est. Cost $68.73 Unrealized +22.2%
MRK MERCK & CO INC 1.2%
Value ($000) $51,120 Shares 496,551 Est. Cost $104.47 Unrealized -4.4%
QCOM QUALCOMM INC 1.2%
Value ($000) $48,834 Shares 439,708 Est. Cost $102.75 Unrealized +7.1%
AMP AMERIPRISE FINANCIAL INC 1.1%
Value ($000) $47,719 Shares 144,743 Est. Cost $296.47 Unrealized +11.5%
HCA HCA HEALTHCARE INC 1.1%
Value ($000) $47,546 Shares 193,292 Est. Cost $270.74 Unrealized -0.9%
HD HOME DEPOT 1.1%
Value ($000) $46,580 Shares 154,158 Est. Cost $221.62 Unrealized +36.7%
J JACOBS SOLUTIONS INC 1.1%
Value ($000) $46,311 Shares 339,276 Est. Cost $93.17 Unrealized +13.3%
REPYY REPSOL S.A. 1.1%
Value ($000) $44,710 Shares 2,717,124 Est. Cost $14.55 Unrealized
VALE VALE SA 1.1%
Value ($000) $44,445 Shares 3,316,817 Est. Cost $13.42 Unrealized
ABBV ABBVIE 1.0%
Value ($000) $43,118 Shares 289,267 Est. Cost $133.70 Unrealized +1.2%
NXPI NXP SEMICONDUCTORS NV 1.0%
Value ($000) $41,070 Shares 205,431 Est. Cost $169.19 Unrealized +17.1%
PH PARKER HANNIFIN CORP 1.0%
Value ($000) $40,882 Shares 104,956 Est. Cost $270.75 Unrealized +44.6%
NVR NVR INC 1.0%
Value ($000) $40,861 Shares 6,852 Est. Cost $5820.19 Unrealized +6.7%
JBL JABIL INC 1.0%
Value ($000) $40,217 Shares 316,946 Est. Cost $69.00 Unrealized +57.6%
ITOCY ITOCHU CORPORATION 0.9%
Value ($000) $39,598 Shares 547,380 Est. Cost $56.25 Unrealized
CRH CRH PLC 0.9%
Value ($000) $39,052 Shares 713,540 Est. Cost $54.36 Unrealized 0.0%
PSX PHILLIPS 66 0.9%
Value ($000) $38,500 Shares 320,435 Est. Cost $75.68 Unrealized +36.5%
KMTUY KOMATSU LTD 0.9%
Value ($000) $37,813 Shares 1,401,004 Est. Cost $23.92 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $36,934 Shares 137,422 Est. Cost $141.93 Unrealized +63.4%
JPM J P MORGAN CHASE & CO 0.9%
Value ($000) $36,254 Shares 249,993 Est. Cost $132.24 Unrealized +7.6%
CMI CUMMINS INC. 0.8%
Value ($000) $34,920 Shares 152,850 Est. Cost $207.38 Unrealized +10.2%
MO ALTRIA GROUP INC COM 0.8%
Value ($000) $34,665 Shares 824,365 Est. Cost $36.57 Unrealized -0.4%
DOX AMDOCS LTD 0.8%
Value ($000) $34,664 Shares 410,270 Est. Cost $88.46 Unrealized -3.6%
MS MORGAN STANLEY COM NEW 0.8%
Value ($000) $34,313 Shares 420,146 Est. Cost $36.35 Unrealized +120.9%
ING ING GROUP N V 0.8%
Value ($000) $34,064 Shares 2,584,548 Est. Cost $11.98 Unrealized
UBS UBS GROUP AG 0.8%
Value ($000) $33,838 Shares 1,372,757 Est. Cost $20.11 Unrealized +16.2%
UNH UNITED HEALTHCARE CORP 0.8%
Value ($000) $33,704 Shares 66,847 Est. Cost $464.88 Unrealized +1.1%
TOELY TOKYO ELECTRON LTD 0.8%
Value ($000) $33,260 Shares 486,468 Est. Cost $56.98 Unrealized
PBR PETROLEO BRASILERO 0.8%
Value ($000) $32,913 Shares 2,195,686 Est. Cost $13.94 Unrealized
VIPS VIPSHOP HOLDINGS LTD ADS 0.8%
Value ($000) $32,823 Shares 2,050,135 Est. Cost $16.50 Unrealized
BNPQY BNP PARIBAS PA ADR 0.8%
Value ($000) $32,643 Shares 1,026,928 Est. Cost $31.62 Unrealized
ADRNY KONINKLIJKE 0.8%
Value ($000) $32,499 Shares 1,079,826 Est. Cost $27.37 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $32,460 Shares 559,270 Est. Cost $52.31 Unrealized +3.9%
CGEMY CAPGEMINI SE 0.8%
Value ($000) $31,836 Shares 910,503 Est. Cost $37.98 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP ADR 0.8%
Value ($000) $31,833 Shares 3,749,508 Est. Cost $5.52 Unrealized
BP BP PLC 0.8%
Value ($000) $31,663 Shares 817,744 Est. Cost $29.18 Unrealized
LYB LYONDELLBASELL INDUSTRIES 0.7%
Value ($000) $31,518 Shares 332,816 Est. Cost $75.96 Unrealized +6.7%
AXAHY AXA- SPONS ADR 0.7%
Value ($000) $31,384 Shares 1,054,756 Est. Cost $25.19 Unrealized
COP CONOCOPHILLIPS 0.7%
Value ($000) $31,333 Shares 261,546 Est. Cost $94.48 Unrealized +14.2%
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $31,064 Shares 184,222 Est. Cost $101.59 Unrealized +43.5%
AER AERCAP HOLDINGS NV 0.7%
Value ($000) $30,743 Shares 490,551 Est. Cost $56.81 Unrealized +9.1%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $30,503 Shares 204,460 Est. Cost $112.53 Unrealized +41.2%
NTES NETEASE INC. ADR 0.7%
Value ($000) $29,503 Shares 294,555 Est. Cost $97.32 Unrealized
NTTYY NIPPON TELEG & TEL CORP 0.7%
Value ($000) $28,965 Shares 976,246 Est. Cost $30.85 Unrealized
SAN BANCO SANTANDER SA ADS 0.7%
Value ($000) $28,917 Shares 7,690,756 Est. Cost $3.71 Unrealized
IBM INTL. BUSINESS MACHS CO 0.7%
Value ($000) $28,536 Shares 203,395 Est. Cost $119.36 Unrealized +10.4%
AZN ASTRAZENECA PLC-SPONS ADR 0.7%
Value ($000) $27,708 Shares 409,162 Est. Cost $61.21 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE S 0.7%
Value ($000) $27,608 Shares 462,674 Est. Cost $80.18 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 0.7%
Value ($000) $27,531 Shares 681,966 Est. Cost $40.24 Unrealized +1.8%
ASHTEAD GROUP PLC UNSP 0.6%
Value ($000) $27,209 Shares 110,812 Est. Cost $113.55 Unrealized
DBSDY DBS GROUP HOLDINGS LTD 0.6%
Value ($000) $27,133 Shares 275,472 Est. Cost $93.40 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.6%
Value ($000) $26,900 Shares 1,003,715 Est. Cost $20.65 Unrealized +24.8%
IX ORIX CORP ADR 0.6%
Value ($000) $26,839 Shares 285,888 Est. Cost $82.18 Unrealized
OKE ONEOK INC 0.6%
Value ($000) $26,639 Shares 419,979 Est. Cost $53.90 Unrealized +7.5%
ITUB ITAU UNIBANCO HOLDINGS SA 0.6%
Value ($000) $26,453 Shares 4,926,029 Est. Cost $6.79 Unrealized
NPSNY NASPERS LIMITED ADR 0.6%
Value ($000) $25,918 Shares 816,488 Est. Cost $34.75 Unrealized
AKAM AKAMAI TECHNOLGIES 0.6%
Value ($000) $25,887 Shares 242,977 Est. Cost $85.66 Unrealized +16.2%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $25,783 Shares 1,017,865 Est. Cost $25.97 Unrealized -5.7%
MAS MASCO CORP 0.6%
Value ($000) $25,661 Shares 480,089 Est. Cost $53.77 Unrealized +2.8%
ORCL ORACLE CORP COM 0.6%
Value ($000) $25,551 Shares 241,226 Est. Cost $100.39 Unrealized +12.3%
XOM EXXON MOBIL 0.6%
Value ($000) $25,367 Shares 215,739 Est. Cost $99.74 Unrealized +1.3%
APA APA CORPORATION 0.6%
Value ($000) $25,255 Shares 614,481 Est. Cost $32.48 Unrealized +15.5%
FISV FISERV INC COM 0.6%
Value ($000) $25,243 Shares 223,470 Est. Cost $120.49 Unrealized +2.2%
CHTR CHARTER COMMUNICATIONS INC DEL 0.6%
Value ($000) $25,196 Shares 57,286 Est. Cost $341.23 Unrealized +21.9%
CODYY COMPAGNIE DE SAINT GOB 0.6%
Value ($000) $24,651 Shares 2,053,034 Est. Cost $12.19 Unrealized
MARATHON OIL CORP COM 0.6%
Value ($000) $24,608 Shares 919,911 Est. Cost $26.90 Unrealized
JUNIPER NETWORKS 0.6%
Value ($000) $24,091 Shares 866,904 Est. Cost $31.28 Unrealized
MARUY MARUBENI CORP ADR 0.6%
Value ($000) $23,306 Shares 149,696 Est. Cost $160.44 Unrealized
JAZZ JAZZ PHARMACEUTICALS INC 0.5%
Value ($000) $22,679 Shares 175,210 Est. Cost $134.55 Unrealized -1.0%
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $22,421 Shares 51,493 Est. Cost $272.71 Unrealized +60.1%
SGBLY STANDARD BANK GROUP LTD 0.5%
Value ($000) $22,391 Shares 2,316,400 Est. Cost $11.36 Unrealized
BAC BANK OF AMERICA CORPORATION 0.5%
Value ($000) $22,269 Shares 813,336 Est. Cost $19.68 Unrealized +41.4%
CDW CDW CORP/DE 0.5%
Value ($000) $22,232 Shares 110,190 Est. Cost $182.86 Unrealized +5.7%
MCK MCKESSON CORP COM 0.5%
Value ($000) $22,069 Shares 50,751 Est. Cost $379.54 Unrealized +9.8%
SLF SUN LIFE FINANCIAL 0.5%
Value ($000) $21,918 Shares 449,146 Est. Cost $36.55 Unrealized +37.2%
ZTO ZTO EXPRESS INC 0.5%
Value ($000) $21,817 Shares 902,665 Est. Cost $25.08 Unrealized
PCAR PACCAR INC 0.5%
Value ($000) $21,712 Shares 255,374 Est. Cost $76.71 Unrealized 0.0%
BAESY BAE SYSTEMS PLC ADR 0.5%
Value ($000) $21,664 Shares 439,090 Est. Cost $47.84 Unrealized
KB KB FINANCIAL GROUP INC 0.5%
Value ($000) $21,527 Shares 523,641 Est. Cost $37.38 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $21,469 Shares 164,060 Est. Cost $114.24 Unrealized +12.4%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $21,385 Shares 285,363 Est. Cost $71.42 Unrealized -1.0%
BCS BARCLAYS ADR 0.5%
Value ($000) $21,375 Shares 2,743,880 Est. Cost $7.86 Unrealized
EMN EASTMAN CHEMICAL CO 0.5%
Value ($000) $21,327 Shares 277,979 Est. Cost $74.74 Unrealized +0.9%
FJTSY FUJITSU LIMITED ADR 0.5%
Value ($000) $21,291 Shares 904,515 Est. Cost $29.63 Unrealized
BIDU BAIDU INC 0.5%
Value ($000) $21,213 Shares 157,890 Est. Cost $198.30 Unrealized
NTAP NETAPP 0.5%
Value ($000) $20,899 Shares 275,417 Est. Cost $63.79 Unrealized +15.2%
THLLY THALES UNSPONSORD ADR 0.5%
Value ($000) $20,723 Shares 737,981 Est. Cost $29.67 Unrealized
AMX AMERICA MOVIL SAB DE CV SPON A 0.5%
Value ($000) $20,639 Shares 1,191,649 Est. Cost $21.64 Unrealized
EBAY EBAY INC 0.5%
Value ($000) $20,612 Shares 467,488 Est. Cost $40.36 Unrealized +5.7%
ORLY O REILLY AUTOMOTIVE INC 0.5%
Value ($000) $20,213 Shares 22,240 Est. Cost $61.07 Unrealized +2.7%
HTHIY HITACHI LTD ADR 0.5%
Value ($000) $20,074 Shares 161,355 Est. Cost $124.34 Unrealized
RHI ROBERT HALF INC. COM 0.5%
Value ($000) $20,038 Shares 273,438 Est. Cost $88.37 Unrealized -14.1%
BABA ALIBABA GROUP HOLDING 0.5%
Value ($000) $19,999 Shares 230,560 Est. Cost $84.46 Unrealized
NUE NUCOR CORP 0.5%
Value ($000) $19,985 Shares 127,821 Est. Cost $105.34 Unrealized +51.4%
KR KROGER CO 0.5%
Value ($000) $19,937 Shares 445,520 Est. Cost $44.97 Unrealized -0.8%
HDB HDFC BANK LTD 0.5%
Value ($000) $19,838 Shares 336,177 Est. Cost $69.70 Unrealized
EXPD EXPEDITORS INTL 0.5%
Value ($000) $19,815 Shares 172,864 Est. Cost $99.06 Unrealized +16.5%
NWG NATWEST GROUP PLC SP ADR 0.5%
Value ($000) $19,705 Shares 3,379,880 Est. Cost $6.31 Unrealized
LOW LOWE'S CO. 0.5%
Value ($000) $19,363 Shares 93,165 Est. Cost $184.33 Unrealized +16.6%
SYF SYNCHRONY FINANCIAL 0.4%
Value ($000) $18,974 Shares 620,675 Est. Cost $28.81 Unrealized +9.8%
SNY SANOFI AVENTIS 0.4%
Value ($000) $18,908 Shares 352,492 Est. Cost $53.90 Unrealized
AON AON CORP. 0.4%
Value ($000) $18,747 Shares 57,823 Est. Cost $318.69 Unrealized +2.1%
COF CAPITAL ONE FINANCIAL CORP 0.4%
Value ($000) $18,605 Shares 191,702 Est. Cost $95.91 Unrealized +7.4%
RTX RTX CORPORATION COM 0.4%
Value ($000) $18,404 Shares 1,248 Est. Cost $92.28 Unrealized -12.0%
MCHP MICROCHIP TECHNOLOGY INC 0.4%
Value ($000) $18,395 Shares 235,683 Est. Cost $78.72 Unrealized 0.0%
GLNCY GLENCORE PLC UNSPONSORD ADR 0.4%
Value ($000) $18,240 Shares 1,598,468 Est. Cost $11.34 Unrealized
ICLR ICON PLC - AMERICAN DEPOSITARY 0.4%
Value ($000) $18,213 Shares 73,959 Est. Cost $212.31 Unrealized +18.7%
SONY SONY GROUP CORPORATION 0.4%
Value ($000) $18,050 Shares 219,032 Est. Cost $81.79 Unrealized
TPR TAPESTRY 0.4%
Value ($000) $17,734 Shares 616,824 Est. Cost $33.08 Unrealized +3.7%
HPQ HP INC 0.4%
Value ($000) $17,687 Shares 688,211 Est. Cost $27.12 Unrealized +3.1%
JD JD.COM INC 0.4%
Value ($000) $17,285 Shares 593,365 Est. Cost $34.13 Unrealized
UHS UNIVERSAL HEALTH SERVICES INC 0.4%
Value ($000) $17,015 Shares 135,326 Est. Cost $137.79 Unrealized -2.0%
LVMUY LVMH Moet Hennessy 0.4%
Value ($000) $16,317 Shares 107,913 Est. Cost $97.10 Unrealized
UAL UNITED AIRLINES HOLDINGS, INC 0.4%
Value ($000) $16,270 Shares 384,623 Est. Cost $50.56 Unrealized 0.0%
CVS CVS CAREMARK CORPORATION COM 0.4%
Value ($000) $16,048 Shares 229,849 Est. Cost $87.04 Unrealized -25.8%
PGR PROGRESSIVE CORP OHIO 0.4%
Value ($000) $16,018 Shares 114,987 Est. Cost $69.92 Unrealized +72.1%
UNP UNION PAC CORP COM 0.4%
Value ($000) $15,810 Shares 77,640 Est. Cost $71.03 Unrealized +190.2%
VEOEY VEOLIA ENVIRONMENT 0.4%
Value ($000) $15,478 Shares 1,071,531 Est. Cost $15.90 Unrealized
CNI CANADIAN NATL RY CO 0.4%
Value ($000) $15,308 Shares 141,306 Est. Cost $70.84 Unrealized +54.3%
ULTA ULTA SALON COSMETICS & FRAGR 0.3%
Value ($000) $14,691 Shares 36,779 Est. Cost $437.16 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG CO AD 0.3%
Value ($000) $14,277 Shares 164,291 Est. Cost $51.15 Unrealized
PNGAY PING AN INSURANCE GROUP 0.3%
Value ($000) $14,112 Shares 1,246,140 Est. Cost $12.80 Unrealized
SGIOY SHIONOGI & CO LTD UNSP 0.3%
Value ($000) $14,099 Shares 1,266,439 Est. Cost $13.61 Unrealized
BBY BEST BUY INC COM 0.3%
Value ($000) $12,861 Shares 185,124 Est. Cost $70.21 Unrealized -2.2%
DWAHY DAIWA HOUSE INDUSTRY 0.3%
Value ($000) $12,728 Shares 474,040 Est. Cost $28.41 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $10,318 Shares 318,373 Est. Cost $31.20 Unrealized -7.1%
BTI BRITISH AMERN TOB PLC ADR 0.2%
Value ($000) $10,095 Shares 321,399 Est. Cost $51.68 Unrealized
SRE SEMPRA ENERGY 0.2%
Value ($000) $9,931 Shares 145,976 Est. Cost $56.12 Unrealized +18.7%
AVY AVERY DENNINSON 0.2%
Value ($000) $9,489 Shares 51,944 Est. Cost $184.72 Unrealized -6.2%
APO APOLLO GLOBAL MANAGEMENT LLC 0.2%
Value ($000) $9,105 Shares 101,439 Est. Cost $81.05 Unrealized 0.0%
BASFY B A S F A G 0.2%
Value ($000) $9,039 Shares 800,454 Est. Cost $20.24 Unrealized
DLR DIGITAL REALTY TRUST INC 0.2%
Value ($000) $7,010 Shares 57,923 Est. Cost $137.85 Unrealized -17.6%
DKS DICK'S SPORTING GOODS 0.2%
Value ($000) $6,812 Shares 62,737 Est. Cost $119.39 Unrealized 0.0%
CPRI CAPRI HOLDINGS LTD 0.1%
Value ($000) $4,572 Shares 86,900 Est. Cost $40.98 Unrealized +10.7%
IMO IMPERIAL OIL LTD CL A 0.1%
Value ($000) $3,806 Shares 61,800 Est. Cost $47.51 Unrealized +8.4%
CHGCY CHUGAI PHARMA UNSUP ADR 0.1%
Value ($000) $3,732 Shares 242,480 Est. Cost $16.35 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $3,702 Shares 11,723 Est. Cost $60.78 Unrealized +434.0%
TXRH TEXAS ROADHOUSE 0.1%
Value ($000) $3,695 Shares 38,452 Est. Cost $57.07 Unrealized +79.5%
KT KT CORPORATION 0.1%
Value ($000) $3,334 Shares 260,100 Est. Cost $11.30 Unrealized
LOGI LOGITECH INTERNATIONAL S.A. 0.1%
Value ($000) $3,309 Shares 48,000 Est. Cost $64.36 Unrealized 0.0%
ALKS ALKERMES INC 0.1%
Value ($000) $3,114 Shares 111,166 Est. Cost $29.42 Unrealized -0.4%
STLA STELLANTIS NV 0.1%
Value ($000) $3,095 Shares 161,800 Est. Cost $17.56 Unrealized
BBVA BANCO BILBAO VIZCAYA ARG ADR 0.1%
Value ($000) $3,061 Shares 380,200 Est. Cost $7.58 Unrealized
UNILEVER 0.1%
Value ($000) $3,032 Shares 61,377 Est. Cost $51.28 Unrealized
AAPL APPLE COMPUTER INC 0.1%
Value ($000) $2,963 Shares 17,305 Est. Cost $83.84 Unrealized +116.3%
HEIDELBERG MATERIALS AG 0.1%
Value ($000) $2,939 Shares 190,100 Est. Cost $16.44 Unrealized
FLEX FLEX LTD 0.1%
Value ($000) $2,903 Shares 107,600 Est. Cost $17.83 Unrealized +13.7%
RANJY RANDSTAD NV ADR UNSPON 0.1%
Value ($000) $2,902 Shares 105,200 Est. Cost $26.40 Unrealized
ISNPY INTESA SAN PAOLO SPON ADR 0.1%
Value ($000) $2,851 Shares 184,300 Est. Cost $15.80 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.1%
Value ($000) $2,731 Shares 97,500 Est. Cost $28.16 Unrealized +2.0%
MT ARCELORMITTAL SA LUXEMBOU 0.1%
Value ($000) $2,723 Shares 108,800 Est. Cost $27.15 Unrealized
LAZARD LTD 0.1%
Value ($000) $2,720 Shares 87,700 Est. Cost $31.99 Unrealized
BAYERISCHE MOTOREN WERKE AG SP 0.1%
Value ($000) $2,578 Shares 75,900 Est. Cost $41.10 Unrealized
YPF YPF S.A. 0.1%
Value ($000) $2,528 Shares 206,400 Est. Cost $14.89 Unrealized
STM SGS THOMSON MICROELEC- 0.1%
Value ($000) $2,516 Shares 58,300 Est. Cost $49.99 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $1,929 Shares 4,911 Est. Cost $229.87 Unrealized
PHM PULTEGROUP INC. 0.0%
Value ($000) $1,736 Shares 23,438 Est. Cost $21.76 Unrealized +259.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1,624 Shares 17,539 Est. Cost $58.54 Unrealized +47.2%
TE CONNECTIVITY LTD. 0.0%
Value ($000) $1,379 Shares 11,160 Est. Cost $140.16 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $1,331 Shares 3,060 Est. Cost $33.17 Unrealized +35.0%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $1,258 Shares 26,757 Est. Cost $44.94 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $1,135 Shares 4,308 Est. Cost $114.45 Unrealized +135.5%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $1,025 Shares 5,208 Est. Cost $200.78 Unrealized +8.1%
OHI OMEGA HEALTHCARE INVS 0.0%
Value ($000) $992 Shares 29,919 Est. Cost $31.09 Unrealized
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $929 Shares 37,644 Est. Cost $21.53 Unrealized +5.3%
ALIZY ALLIANZ SE 0.0%
Value ($000) $872 Shares 36,665 Est. Cost $17.05 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $829 Shares 24,992 Est. Cost $29.01 Unrealized +5.4%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $819 Shares 17,971 Est. Cost $48.42 Unrealized -12.6%
GIS GENERAL MILLS 0.0%
Value ($000) $773 Shares 12,074 Est. Cost $42.73 Unrealized +51.1%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $768 Shares 3,334 Est. Cost $71.30 Unrealized +222.7%
MMM 3M CO 0.0%
Value ($000) $757 Shares 8,081 Est. Cost $77.55 Unrealized +2.6%
ORANY ORANGE 0.0%
Value ($000) $741 Shares 64,497 Est. Cost $11.64 Unrealized
MFC MANULIFE FINANACIAL CORP 0.0%
Value ($000) $712 Shares 38,971 Est. Cost $19.09 Unrealized -1.0%
NGG NATIONAL GRID TRANSCO PLC ADR 0.0%
Value ($000) $653 Shares 10,762 Est. Cost $63.14 Unrealized
PG PROCTER & GAMBLE 0.0%
Value ($000) $620 Shares 4,254 Est. Cost $83.81 Unrealized +72.0%
PPRUY KERING UNSPONSORED ADR 0.0%
Value ($000) $572 Shares 12,583 Est. Cost $64.70 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $568 Shares 54,593 Est. Cost $10.96 Unrealized -7.9%
WALGREENS BOOT ALLIANCE, INC 0.0%
Value ($000) $514 Shares 23,101 Est. Cost $33.26 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $512 Shares 3,288 Est. Cost $76.87 Unrealized +99.4%
ROST ROSS STORES INC COM 0.0%
Value ($000) $400 Shares 3,544 Est. Cost $91.16 Unrealized +22.7%
BSV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $390 Shares 5,192 Est. Cost $80.21 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $372 Shares 3,628 Est. Cost $109.49 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $356 Shares 6,626 Est. Cost $45.51 Unrealized +10.5%
BLACKROCK INC 0.0%
Value ($000) $341 Shares 528 Est. Cost $691.14 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $313 Shares 2,070 Est. Cost $109.92 Unrealized +20.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $282 Shares 2,918 Est. Cost $58.78 Unrealized +55.1%
ST SENSATA TECHNOLOGIES HOLDING P 0.0%
Value ($000) $248 Shares 6,545 Est. Cost $42.81 Unrealized -5.8%
LNVGY LENOVO GROUP LIMITED ADS 0.0%
Value ($000) $238 Shares 11,629 Est. Cost $20.47 Unrealized
ALNPY ANA HOLDINGS INC SP ADR 0.0%
Value ($000) $235 Shares 57,405 Est. Cost $4.37 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $230 Shares 4,320 Est. Cost $58.67 Unrealized +0.9%
WPP WPP PLC ADR 0.0%
Value ($000) $224 Shares 5,021 Est. Cost $52.28 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $223 Shares 1,194 Est. Cost $173.93 Unrealized +14.9%
APTIV PLC ORDINARY 0.0%
Value ($000) $220 Shares 2,229 Est. Cost $102.09 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUN 0.0%
Value ($000) $214 Shares 2,060 Est. Cost $113.56 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $209 Shares 3,785 Est. Cost $53.44 Unrealized 0.0%
EATON VANCE MUNICIPAL BD 0.0%
Value ($000) $205 Shares 22,829 Est. Cost $9.95 Unrealized
PANASONIC CORPORATION 0.0%
Value ($000) $177 Shares 15,637 Est. Cost $12.24 Unrealized