ALERUS FINANCIAL NA Diversified Active

CIK: 0000919458 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $888,401 (100.0% shares, 0.0% debt)

Holdings (165)

VOO VANGUARD INDEX FDS 7.7%
Value ($000) $68,615 Shares 223,030 Est. Cost $197.11 Unrealized
MSFT MICROSOFT INC 7.4%
Value ($000) $65,726 Shares 312,494 Est. Cost $72.48 Unrealized +177.0%
AGG ISHARES TRUST 7.4%
Value ($000) $65,418 Shares 554,109 Est. Cost $112.34 Unrealized
IWM ISHARES TRUST 4.8%
Value ($000) $43,059 Shares 287,462 Est. Cost $124.55 Unrealized
ALRS ALERUS FINANCIAL CORP 4.6%
Value ($000) $40,789 Shares 2,081,084 Est. Cost $17.87 Unrealized -5.3%
AAPL APPLE COMPUTER 4.3%
Value ($000) $38,345 Shares 331,106 Est. Cost $85.74 Unrealized +23.6%
SPY SPDR S &P 500 ETF TR 2.4%
Value ($000) $21,379 Shares 63,839 Est. Cost $239.59 Unrealized
AMZN AMAZON.COM INC 2.2%
Value ($000) $19,494 Shares 6,191 Est. Cost $88.24 Unrealized +78.7%
GOOGL ALPHABET INC 1.6%
Value ($000) $14,108 Shares 9,626 Est. Cost $39.43 Unrealized +91.8%
JPM JP MORGAN CHASE & CO 1.5%
Value ($000) $13,493 Shares 140,153 Est. Cost $61.29 Unrealized +39.4%
IWR ISHARES RUSSELL MIDCAP 1.5%
Value ($000) $13,466 Shares 234,681 Est. Cost $70.52 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $13,071 Shares 122,292 Est. Cost $102.36 Unrealized
GLD SPDR GOLD TRUST 1.4%
Value ($000) $12,855 Shares 72,580 Est. Cost $142.90 Unrealized
META FACEBOOK INC 1.3%
Value ($000) $11,701 Shares 44,679 Est. Cost $131.82 Unrealized +94.3%
JNJ JOHNSON AND JOHNSON 1.3%
Value ($000) $11,109 Shares 74,616 Est. Cost $99.17 Unrealized +28.1%
V VISA INC 1.2%
Value ($000) $10,657 Shares 53,292 Est. Cost $75.92 Unrealized +153.2%
XLK SELECT SECTOR SPDR ETF 1.2%
Value ($000) $10,625 Shares 91,049 Est. Cost $76.31 Unrealized
IWN ISHARES TRUST 1.2%
Value ($000) $10,600 Shares 106,715 Est. Cost $113.62 Unrealized
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $10,274 Shares 45,464 Est. Cost $160.59 Unrealized +32.2%
TXN TEXAS INSTRUMENTS INC 1.1%
Value ($000) $9,626 Shares 67,413 Est. Cost $94.71 Unrealized +23.4%
HD HOME DEPOT INC 1.0%
Value ($000) $8,781 Shares 31,621 Est. Cost $166.08 Unrealized +43.1%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $7,953 Shares 25,509 Est. Cost $146.54 Unrealized +91.9%
ETN EATON CORP PLC 0.9%
Value ($000) $7,884 Shares 77,268 Est. Cost $67.17 Unrealized +32.8%
XLI SELECT SECTOR SPDR ETF 0.8%
Value ($000) $7,267 Shares 94,405 Est. Cost $75.10 Unrealized
NVDA NIVIDIA CORP 0.8%
Value ($000) $6,975 Shares 12,887 Est. Cost $4.68 Unrealized +148.0%
MDT MEDTRONIC HLDG PLC 0.8%
Value ($000) $6,786 Shares 65,302 Est. Cost $63.78 Unrealized +35.2%
ADBE ADOBE SYSTEMS INC 0.8%
Value ($000) $6,726 Shares 13,715 Est. Cost $263.94 Unrealized +76.2%
CRM SALESFORCE.COM INC 0.7%
Value ($000) $6,646 Shares 26,446 Est. Cost $149.34 Unrealized +44.8%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $6,418 Shares 58,975 Est. Cost $68.93 Unrealized +34.0%
AVGO BROADCOM INC 0.7%
Value ($000) $6,364 Shares 17,467 Est. Cost $19.57 Unrealized +51.4%
BAC BANK OF AMERICA 0.7%
Value ($000) $6,341 Shares 263,226 Est. Cost $22.81 Unrealized -4.3%
PFE PFIZER INC 0.7%
Value ($000) $6,172 Shares 168,167 Est. Cost $23.18 Unrealized +17.0%
ICE INTERCONTINENTAL EXCHAN 0.7%
Value ($000) $5,805 Shares 58,017 Est. Cost $68.82 Unrealized +33.6%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $5,619 Shares 14,660 Est. Cost $294.36 Unrealized +11.8%
DHR DANAHER CORPORATION 0.6%
Value ($000) $5,572 Shares 25,877 Est. Cost $67.44 Unrealized +157.6%
TGT TARGET CORP 0.6%
Value ($000) $5,560 Shares 35,320 Est. Cost $67.37 Unrealized +76.1%
NKE NIKE INC 0.6%
Value ($000) $5,418 Shares 43,159 Est. Cost $78.94 Unrealized +26.2%
HAS HASBRO INC 0.6%
Value ($000) $5,337 Shares 64,522 Est. Cost $62.72 Unrealized 0.0%
WMT WAL-MART STORES INC 0.6%
Value ($000) $5,334 Shares 38,125 Est. Cost $38.36 Unrealized +7.7%
XLP SELECT SECTOR SPDR ETF 0.6%
Value ($000) $5,236 Shares 81,678 Est. Cost $55.84 Unrealized
PG PROCTER AND GAMBLE COMP 0.6%
Value ($000) $5,208 Shares 37,468 Est. Cost $75.11 Unrealized +54.9%
VZ VERIZON COMMUNICATION 0.6%
Value ($000) $5,113 Shares 85,946 Est. Cost $35.24 Unrealized +20.8%
TLT ISHARES TRUST 0.5%
Value ($000) $4,877 Shares 29,871 Est. Cost $124.68 Unrealized
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $4,732 Shares 53,428 Est. Cost $61.48 Unrealized +8.5%
NSC NORFOLK SOUTHERN CORP 0.5%
Value ($000) $4,690 Shares 21,915 Est. Cost $127.20 Unrealized +41.4%
IBM IBM 0.5%
Value ($000) $4,585 Shares 37,686 Est. Cost $98.39 Unrealized -4.6%
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $4,514 Shares 18,674 Est. Cost $116.80 Unrealized +85.5%
T AT&T INC 0.5%
Value ($000) $4,361 Shares 152,956 Est. Cost $15.83 Unrealized -1.7%
KO COCA COLA COMPANY 0.5%
Value ($000) $4,287 Shares 86,825 Est. Cost $39.48 Unrealized +3.3%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,193 Shares 15,108 Est. Cost $48.11 Unrealized +25.3%
CVX CHEVRON TEXACO 0.5%
Value ($000) $4,171 Shares 57,924 Est. Cost $72.63 Unrealized -8.4%
BRK/B BERKSHIRE HATHAWAY 0.5%
Value ($000) $4,136 Shares 19,425 Est. Cost $166.02 Unrealized +23.2%
GLAXOSMITHKLINE PLC 0.5%
Value ($000) $4,132 Shares 109,766 Est. Cost $39.67 Unrealized
FTV FORTIVE CORP 0.5%
Value ($000) $4,095 Shares 53,729 Est. Cost $39.01 Unrealized +14.3%
TMO THERMO FISHER SCIENTIFIC 0.5%
Value ($000) $4,081 Shares 9,242 Est. Cost $241.28 Unrealized +68.8%
DE DEERE & CO 0.5%
Value ($000) $4,058 Shares 18,310 Est. Cost $162.03 Unrealized +11.0%
LINDE PLC 0.5%
Value ($000) $4,005 Shares 16,819 Est. Cost $194.23 Unrealized
ACTIVISION BLIZZARD INC 0.5%
Value ($000) $4,004 Shares 49,457 Est. Cost $79.51 Unrealized
QSR RESTURANT BRANDS INTERNATIONAL INC 0.4%
Value ($000) $3,917 Shares 68,102 Est. Cost $55.01 Unrealized +1.4%
SO SOUTHERN COMPANY 0.4%
Value ($000) $3,893 Shares 71,797 Est. Cost $37.04 Unrealized +17.6%
EMR EMERSON ELECTIC CO 0.4%
Value ($000) $3,843 Shares 58,607 Est. Cost $54.27 Unrealized +8.3%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $3,806 Shares 37,962 Est. Cost $70.68 Unrealized +30.0%
MRK MERCK & CO INC 0.4%
Value ($000) $3,749 Shares 45,201 Est. Cost $54.63 Unrealized +20.7%
LLY LILLY ELI & CO 0.4%
Value ($000) $3,726 Shares 25,171 Est. Cost $145.18 Unrealized +0.4%
MCD MCDONALDS CORP 0.4%
Value ($000) $3,661 Shares 16,679 Est. Cost $116.27 Unrealized +56.0%
DIS DISNEY 0.4%
Value ($000) $3,600 Shares 29,017 Est. Cost $125.60 Unrealized -2.8%
BDX BECTON DICKINSON & COMP 0.4%
Value ($000) $3,576 Shares 15,367 Est. Cost $171.35 Unrealized +31.5%
EQIX EQUINIX INC 0.4%
Value ($000) $3,538 Shares 4,655 Est. Cost $608.81 Unrealized +12.3%
ROST ROSS STORES INC 0.4%
Value ($000) $3,504 Shares 37,544 Est. Cost $84.67 Unrealized +0.2%
PM PHILIP MORRIS 0.4%
Value ($000) $3,433 Shares 45,785 Est. Cost $63.74 Unrealized -7.6%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $3,370 Shares 58,665 Est. Cost $39.09 Unrealized +24.2%
NFLX NETFLIX INC 0.4%
Value ($000) $3,352 Shares 6,704 Est. Cost $33.18 Unrealized +50.0%
PEP PEPSICO INC 0.4%
Value ($000) $3,204 Shares 23,116 Est. Cost $107.31 Unrealized +7.3%
SYK STRYKER CORP 0.4%
Value ($000) $3,148 Shares 15,106 Est. Cost $183.13 Unrealized +0.3%
IBB ISHARES TRUST 0.3%
Value ($000) $3,047 Shares 22,505 Est. Cost $140.73 Unrealized
XLE SELECT SECTOR SPDR ETF 0.3%
Value ($000) $3,046 Shares 101,712 Est. Cost $37.85 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $2,976 Shares 37,696 Est. Cost $84.34 Unrealized
TTWO TAKE-2 INTERACTIVE SOFTWAR 0.3%
Value ($000) $2,856 Shares 17,286 Est. Cost $112.29 Unrealized +44.6%
PRU PRUDENTIAL FINANCIAL IN 0.3%
Value ($000) $2,837 Shares 44,657 Est. Cost $59.22 Unrealized -14.9%
CVS CVS CORP 0.3%
Value ($000) $2,804 Shares 48,006 Est. Cost $55.96 Unrealized -6.4%
XLV SELECT SECTOR SPDR ETF 0.3%
Value ($000) $2,683 Shares 25,437 Est. Cost $97.64 Unrealized
BALL BALL CORPORATION 0.3%
Value ($000) $2,677 Shares 32,212 Est. Cost $63.26 Unrealized +13.9%
CHTR CHARTER COMMUNICATIONS INC 0.3%
Value ($000) $2,636 Shares 4,222 Est. Cost $491.67 Unrealized +20.0%
C CITIGROUP INC 0.3%
Value ($000) $2,621 Shares 60,802 Est. Cost $39.86 Unrealized +2.9%
ZTS ZOETIS INC 0.3%
Value ($000) $2,593 Shares 15,677 Est. Cost $143.48 Unrealized +2.2%
EA ELECTRONIC ARTS INC DEL 0.3%
Value ($000) $2,590 Shares 19,860 Est. Cost $110.50 Unrealized +19.9%
MS MORGAN STANLEY 0.3%
Value ($000) $2,562 Shares 52,982 Est. Cost $42.54 Unrealized 0.0%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $2,510 Shares 15,131 Est. Cost $70.35 Unrealized +98.8%
BX BLACKSTONE GROUP INC 0.3%
Value ($000) $2,500 Shares 47,893 Est. Cost $44.51 Unrealized 0.0%
XEL XCEL ENERGY INC 0.3%
Value ($000) $2,494 Shares 36,140 Est. Cost $53.06 Unrealized +8.5%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $2,488 Shares 11,868 Est. Cost $106.90 Unrealized +70.3%
AEP AMERICAN ELECTRIC POWER 0.3%
Value ($000) $2,456 Shares 30,055 Est. Cost $73.37 Unrealized -7.6%
BSX BOSTON SCIENTIFIC 0.3%
Value ($000) $2,347 Shares 61,423 Est. Cost $38.90 Unrealized -1.0%
MET METLIFE INC 0.3%
Value ($000) $2,262 Shares 60,856 Est. Cost $36.21 Unrealized -11.6%
XBI SPDR SERIES TRUST 0.3%
Value ($000) $2,254 Shares 20,224 Est. Cost $94.24 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $2,156 Shares 3,094 Est. Cost $188.72 Unrealized +10.4%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $2,144 Shares 3,022 Est. Cost $177.32 Unrealized +26.6%
ECL ECOLAB INC 0.2%
Value ($000) $2,042 Shares 10,217 Est. Cost $151.12 Unrealized +24.7%
SYY SYSCO CORPORATION 0.2%
Value ($000) $2,009 Shares 32,283 Est. Cost $53.35 Unrealized -5.5%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $1,958 Shares 8,969 Est. Cost $95.75 Unrealized +99.3%
IEF ISHARES TRUST 0.2%
Value ($000) $1,926 Shares 15,813 Est. Cost $112.29 Unrealized
XLB SELECT SECTOR SPDR ETF 0.2%
Value ($000) $1,899 Shares 29,837 Est. Cost $63.65 Unrealized
TJX TJX COMPANIES 0.2%
Value ($000) $1,708 Shares 30,684 Est. Cost $46.59 Unrealized +7.4%
XLU SELECT SECTOR SPDR ETF 0.2%
Value ($000) $1,661 Shares 27,977 Est. Cost $56.70 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $1,657 Shares 4,994 Est. Cost $331.80 Unrealized
VIACOMCBS INC 0.2%
Value ($000) $1,600 Shares 57,112 Est. Cost $24.48 Unrealized
IVV ISHARES TRUST 0.2%
Value ($000) $1,600 Shares 4,760 Est. Cost $239.26 Unrealized
SBAC SBA COMMUNICATIONS 0.2%
Value ($000) $1,567 Shares 4,919 Est. Cost $219.47 Unrealized +29.5%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $1,381 Shares 15,124 Est. Cost $86.22 Unrealized +9.1%
IVW ISHARES S&P 500 GROWTH 0.2%
Value ($000) $1,379 Shares 5,969 Est. Cost $134.50 Unrealized
AON AON PLC 0.1%
Value ($000) $1,327 Shares 6,432 Est. Cost $191.78 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $1,327 Shares 11,566 Est. Cost $105.63 Unrealized 0.0%
IQV IQVIA HOLDINGS INC 0.1%
Value ($000) $1,282 Shares 8,134 Est. Cost $142.62 Unrealized +9.9%
USB US BANCORP DEL 0.1%
Value ($000) $1,265 Shares 35,292 Est. Cost $29.85 Unrealized -3.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,247 Shares 7,576 Est. Cost $97.26 Unrealized +37.0%
TOTAL S A 0.1%
Value ($000) $1,237 Shares 36,068 Est. Cost $48.75 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $1,200 Shares 5,194 Est. Cost $161.33 Unrealized +47.3%
XHB SPDR SERIES TRUST 0.1%
Value ($000) $1,183 Shares 21,964 Est. Cost $53.86 Unrealized
CAG CONAGRA FOOD INC 0.1%
Value ($000) $1,179 Shares 33,029 Est. Cost $22.21 Unrealized +30.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $1,177 Shares 14,747 Est. Cost $73.67 Unrealized +5.9%
MAS MASCO CORP 0.1%
Value ($000) $1,152 Shares 20,891 Est. Cost $39.73 Unrealized +28.4%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1,096 Shares 10,669 Est. Cost $46.84 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $972 Shares 5,311 Est. Cost $172.50 Unrealized +5.5%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $958 Shares 11,950 Est. Cost $39.50 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $941 Shares 4,680 Est. Cost $178.97 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $937 Shares 20,777 Est. Cost $20.06 Unrealized 0.0%
LW LAMB WESTON HOLDINGS INC 0.1%
Value ($000) $919 Shares 13,875 Est. Cost $55.13 Unrealized +6.4%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $914 Shares 36,322 Est. Cost $52.12 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $892 Shares 5,705 Est. Cost $115.34 Unrealized
INTC INTEL INC 0.1%
Value ($000) $879 Shares 16,985 Est. Cost $34.86 Unrealized +33.5%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $871 Shares 11,294 Est. Cost $59.06 Unrealized +14.0%
BLACKROCK INC 0.1%
Value ($000) $786 Shares 1,395 Est. Cost $504.65 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $727 Shares 14,695 Est. Cost $44.01 Unrealized 0.0%
DVY ISHARES TRUST 0.1%
Value ($000) $690 Shares 8,458 Est. Cost $85.50 Unrealized
NOC NORTHRUP GRUMMAN CORP 0.1%
Value ($000) $685 Shares 2,171 Est. Cost $298.50 Unrealized -0.1%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $674 Shares 9,392 Est. Cost $77.07 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $670 Shares 2,034 Est. Cost $255.73 Unrealized +30.5%
CSCO CISCO SYSTEMS 0.1%
Value ($000) $660 Shares 16,756 Est. Cost $30.45 Unrealized +21.7%
EFG ISHARES TRUST 0.1%
Value ($000) $635 Shares 7,060 Est. Cost $77.34 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $526 Shares 2,669 Est. Cost $84.56 Unrealized +122.2%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $512 Shares 8,576 Est. Cost $49.16 Unrealized +7.3%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $494 Shares 5,387 Est. Cost $89.22 Unrealized 0.0%
IJH ISHARES TRUST 0.1%
Value ($000) $493 Shares 2,659 Est. Cost $159.94 Unrealized
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $454 Shares 5,151 Est. Cost $84.04 Unrealized
IJR ISHARES TRUST 0.1%
Value ($000) $450 Shares 6,404 Est. Cost $74.17 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $423 Shares 900 Est. Cost $98.68 Unrealized +224.1%
EFV ISHARES TRUST 0.0%
Value ($000) $420 Shares 10,408 Est. Cost $54.57 Unrealized
IJK ISHARES TRUST 0.0%
Value ($000) $406 Shares 1,696 Est. Cost $202.47 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $377 Shares 1,058 Est. Cost $324.27 Unrealized 0.0%
WFC WELLS FARGO & CO NEW CO 0.0%
Value ($000) $336 Shares 14,294 Est. Cost $37.28 Unrealized -41.5%
CTSH COGNIZANT TECH SOLUTION 0.0%
Value ($000) $333 Shares 4,791 Est. Cost $56.82 Unrealized +5.5%
COST COSTCO WHSL CORP 0.0%
Value ($000) $329 Shares 928 Est. Cost $261.11 Unrealized +18.4%
EEM ISHARES TRUST 0.0%
Value ($000) $322 Shares 7,292 Est. Cost $42.38 Unrealized
BRK/A BERKSHIRE HATHAWAY 0.0%
Value ($000) $320 Shares 1 Est. Cost $302764.90 Unrealized +1.4%
IYR ISHARES TRUST 0.0%
Value ($000) $308 Shares 3,855 Est. Cost $79.90 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $287 Shares 1,736 Est. Cost $352.00 Unrealized -51.6%
CMCSA COMCAST CORP 0.0%
Value ($000) $274 Shares 5,927 Est. Cost $29.03 Unrealized +29.6%
MKC MCCORMICK & CO 0.0%
Value ($000) $264 Shares 1,358 Est. Cost $73.13 Unrealized +19.9%
CF CF INDUSTRIES HOLDINGS 0.0%
Value ($000) $242 Shares 7,875 Est. Cost $40.27 Unrealized -30.0%
CHE CHEMED CORP 0.0%
Value ($000) $240 Shares 500 Est. Cost $399.91 Unrealized +20.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $240 Shares 1,561 Est. Cost $145.42 Unrealized
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $232 Shares 20,000 Est. Cost $11.60 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $206 Shares 1,230 Est. Cost $136.26 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $204 Shares 2,205 Est. Cost $90.98 Unrealized 0.0%
GENERAL ELECTRIC COMPAN 0.0%
Value ($000) $135 Shares 21,706 Est. Cost $24.82 Unrealized