VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 1, 2021

Total Value ($000): $1,146,779 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC 3.8%
Value ($000) $43,964 Shares 310,703 Est. Cost $84.66 Unrealized +70.0%
MSFT MICROSOFT CORPORATION 2.8%
Value ($000) $32,584 Shares 115,580 Est. Cost $41.05 Unrealized +583.9%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $23,970 Shares 440,380 Est. Cost $18.63 Unrealized +164.2%
ACN ACCENTURE PLC 2.0%
Value ($000) $23,343 Shares 72,964 Est. Cost $65.51 Unrealized +366.4%
GOOGL ALPHABET CLASS A 2.0%
Value ($000) $23,342 Shares 8,731 Est. Cost $92.37 Unrealized +46.2%
ORCL ORACLE CORPORATION 2.0%
Value ($000) $23,256 Shares 266,908 Est. Cost $29.44 Unrealized +183.1%
MS MORGAN STANLEY 2.0%
Value ($000) $23,075 Shares 237,132 Est. Cost $48.82 Unrealized +75.6%
CVS CVS HEALTH CORPORATION 2.0%
Value ($000) $22,986 Shares 270,870 Est. Cost $49.94 Unrealized +45.2%
AVGO BROADCOM INC 2.0%
Value ($000) $22,702 Shares 46,816 Est. Cost $18.38 Unrealized +141.9%
META FACEBOOK INC 1.9%
Value ($000) $21,977 Shares 64,754 Est. Cost $184.65 Unrealized +93.7%
MCHP MICROCHIP TECHNOLOGY INC 1.9%
Value ($000) $21,897 Shares 285,315 Est. Cost $42.72 Unrealized +59.8%
NFG NATIONAL FUEL & GAS CO 1.9%
Value ($000) $21,835 Shares 415,762 Est. Cost $40.82 Unrealized +26.9%
PFE PFIZER INC 1.9%
Value ($000) $21,725 Shares 505,125 Est. Cost $27.18 Unrealized +31.3%
CMCSA COMCAST CORPORATION 1.9%
Value ($000) $21,291 Shares 380,689 Est. Cost $36.48 Unrealized +40.9%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $20,306 Shares 125,734 Est. Cost $72.13 Unrealized +108.3%
DRI DARDEN RESTAURANTS INC 1.8%
Value ($000) $20,304 Shares 134,041 Est. Cost $121.23 Unrealized +5.2%
AIZ ASSURANT INC 1.8%
Value ($000) $20,154 Shares 127,758 Est. Cost $85.31 Unrealized +75.4%
AAP ADVANCE AUTO PARTS INC 1.7%
Value ($000) $19,928 Shares 95,398 Est. Cost $133.45 Unrealized +39.7%
HON HONEYWELL INTERNATIONAL INC 1.7%
Value ($000) $19,906 Shares 93,773 Est. Cost $56.45 Unrealized +244.7%
CE CELANESE CORP 1.7%
Value ($000) $19,776 Shares 131,280 Est. Cost $85.73 Unrealized +66.8%
CVX CHEVRON CORPORATION 1.7%
Value ($000) $19,691 Shares 194,100 Est. Cost $70.66 Unrealized +17.9%
VZ VERIZON COMMUNICATIONS 1.7%
Value ($000) $19,570 Shares 362,349 Est. Cost $29.86 Unrealized +41.7%
ELV ANTHEM INC 1.7%
Value ($000) $19,477 Shares 52,245 Est. Cost $124.57 Unrealized +187.1%
AMGN AMGEN INC 1.7%
Value ($000) $19,352 Shares 91,004 Est. Cost $122.28 Unrealized +63.8%
CNP CENTERPOINT ENERGY INC 1.7%
Value ($000) $19,040 Shares 773,973 Est. Cost $18.80 Unrealized +21.6%
LKQ LKQ CORP 1.6%
Value ($000) $18,802 Shares 373,654 Est. Cost $27.41 Unrealized +66.7%
CACI CACI INTERNATIONAL INC 1.6%
Value ($000) $18,071 Shares 68,946 Est. Cost $230.95 Unrealized +11.8%
PGR PROGRESSIVE CORP 1.6%
Value ($000) $17,987 Shares 198,999 Est. Cost $55.57 Unrealized +53.6%
EME EMCOR GROUP INC 1.6%
Value ($000) $17,947 Shares 155,550 Est. Cost $78.88 Unrealized +49.7%
LMT LOCKHEED MARTIN CORPORATION 1.5%
Value ($000) $17,602 Shares 51,004 Est. Cost $299.89 Unrealized +7.0%
VRTX VERTEX PHARMACEUTICALS INC 1.5%
Value ($000) $17,479 Shares 96,363 Est. Cost $195.24 Unrealized 0.0%
HUBB HUBBELL INC 1.5%
Value ($000) $17,466 Shares 96,677 Est. Cost $113.78 Unrealized +59.7%
COR AMERISOURCEBERGEN CORP 1.5%
Value ($000) $17,313 Shares 144,936 Est. Cost $46.51 Unrealized +141.6%
DG DOLLAR GENERAL CORP 1.5%
Value ($000) $17,261 Shares 81,367 Est. Cost $182.11 Unrealized +15.6%
TPR TAPESTRY INC 1.5%
Value ($000) $17,206 Shares 464,787 Est. Cost $22.37 Unrealized +62.8%
STWD STARWOOD PROPERTY TRUST INC 1.5%
Value ($000) $17,124 Shares 701,503 Est. Cost $21.43 Unrealized
ROST ROSS STORES INC 1.5%
Value ($000) $16,663 Shares 153,084 Est. Cost $38.02 Unrealized +199.7%
PB PROSPERITY BANCSHARES INC 1.5%
Value ($000) $16,629 Shares 233,787 Est. Cost $47.96 Unrealized +24.5%
AMG AFFILIATED MANAGERS GROUP 1.4%
Value ($000) $16,273 Shares 107,703 Est. Cost $159.33 Unrealized +2.7%
TMUS T-MOBILE US INC 1.4%
Value ($000) $15,791 Shares 123,602 Est. Cost $60.41 Unrealized +122.8%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 1.4%
Value ($000) $15,588 Shares 224,611 Est. Cost $56.25 Unrealized +31.8%
CI CIGNA CORPORATION 1.3%
Value ($000) $14,991 Shares 74,898 Est. Cost $189.93 Unrealized +5.7%
SPY SPDR S&P 500 TRUST ETF 1.1%
Value ($000) $12,929 Shares 30,128 Est. Cost $289.15 Unrealized
INGR INGREDION INC 1.1%
Value ($000) $12,865 Shares 144,539 Est. Cost $86.43 Unrealized +1.9%
NEM NEWMONT MINING CORP 1.1%
Value ($000) $12,097 Shares 222,765 Est. Cost $51.13 Unrealized +0.4%
IWF ISHARES RUSSELL 1000 GROWTH FU 0.7%
Value ($000) $8,385 Shares 30,599 Est. Cost $152.39 Unrealized
JPM J P MORGAN CHASE & CO 0.7%
Value ($000) $7,517 Shares 45,922 Est. Cost $64.21 Unrealized +118.5%
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $5,887 Shares 50,082 Est. Cost $98.63 Unrealized
PG PROCTER & GAMBLE COMPANY 0.5%
Value ($000) $5,529 Shares 39,553 Est. Cost $76.16 Unrealized +67.1%
DKS DICKS SPORTING GOODS INC 0.5%
Value ($000) $5,263 Shares 43,940 Est. Cost $48.81 Unrealized +109.4%
HD HOME DEPOT INC 0.4%
Value ($000) $5,157 Shares 15,711 Est. Cost $142.30 Unrealized +107.0%
NTAP NETAPP INC 0.4%
Value ($000) $5,112 Shares 56,948 Est. Cost $38.97 Unrealized +94.9%
PEP PEPSICO INC 0.4%
Value ($000) $4,980 Shares 33,112 Est. Cost $87.63 Unrealized +54.0%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $4,848 Shares 114,207 Est. Cost $25.97 Unrealized +38.9%
MRK MERCK & COMPANY 0.4%
Value ($000) $4,622 Shares 61,536 Est. Cost $49.56 Unrealized +33.5%
LIFE STORAGE INC 0.4%
Value ($000) $4,506 Shares 39,271 Est. Cost $92.13 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $4,437 Shares 41,133 Est. Cost $51.44 Unrealized +89.0%
CORESITE REALTY CORP 0.4%
Value ($000) $4,238 Shares 30,591 Est. Cost $134.60 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.4%
Value ($000) $4,174 Shares 17,662 Est. Cost $163.63 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $4,139 Shares 22,726 Est. Cost $91.50 Unrealized +77.9%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $4,037 Shares 20,595 Est. Cost $148.48 Unrealized +20.3%
MCD MC DONALD'S CORPORATION 0.3%
Value ($000) $3,977 Shares 16,494 Est. Cost $174.94 Unrealized +23.4%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.3%
Value ($000) $3,964 Shares 65,084 Est. Cost $37.51 Unrealized +43.6%
KR KROGER CO 0.3%
Value ($000) $3,945 Shares 97,586 Est. Cost $22.18 Unrealized +72.4%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $3,940 Shares 25,914 Est. Cost $115.32 Unrealized +22.9%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $3,927 Shares 66,955 Est. Cost $40.50 Unrealized +11.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,903 Shares 30,266 Est. Cost $77.96 Unrealized +65.3%
GIS GENERAL MILLS INC 0.3%
Value ($000) $3,871 Shares 64,716 Est. Cost $49.25 Unrealized +3.5%
MET METLIFE INC 0.3%
Value ($000) $3,812 Shares 61,764 Est. Cost $35.31 Unrealized +49.3%
IVW ISHARES S&P 500 GROWTH INDEX F 0.3%
Value ($000) $3,804 Shares 51,464 Est. Cost $84.82 Unrealized
KMI KINDER MORGAN INC 0.3%
Value ($000) $3,724 Shares 222,571 Est. Cost $10.35 Unrealized +28.2%
POR PORTLAND GENERAL ELECTRIC COMP 0.3%
Value ($000) $3,722 Shares 79,206 Est. Cost $32.87 Unrealized +24.1%
PRU PRUDENTIAL FINANCIAL INC 0.3%
Value ($000) $3,649 Shares 34,689 Est. Cost $58.51 Unrealized +42.6%
WPC W P CAREY INC 0.3%
Value ($000) $3,639 Shares 49,821 Est. Cost $70.86 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $3,622 Shares 26,066 Est. Cost $98.44 Unrealized +13.9%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,606 Shares 51,631 Est. Cost $55.65 Unrealized +6.7%
HPQ HP INC 0.3%
Value ($000) $3,597 Shares 131,440 Est. Cost $16.47 Unrealized +49.3%
GPC GENUINE PARTS CO 0.3%
Value ($000) $3,588 Shares 29,594 Est. Cost $82.95 Unrealized +33.2%
VICI VICI PROPERTIES INC 0.3%
Value ($000) $3,516 Shares 123,771 Est. Cost $24.04 Unrealized 0.0%
T A T & T INC 0.3%
Value ($000) $3,480 Shares 128,814 Est. Cost $14.50 Unrealized +10.8%
MPT MEDICAL PROPERTIES TRUST INC 0.3%
Value ($000) $3,461 Shares 172,427 Est. Cost $19.92 Unrealized
MSM MSC INDUSTRIAL DIRECT CO INC 0.3%
Value ($000) $3,413 Shares 42,563 Est. Cost $68.50 Unrealized +24.0%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.3%
Value ($000) $3,379 Shares 57,109 Est. Cost $49.22 Unrealized +11.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $3,351 Shares 45,132 Est. Cost $62.08 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V 0.3%
Value ($000) $3,340 Shares 35,588 Est. Cost $54.50 Unrealized +31.1%
CMI CUMMINS ENGINE INC 0.3%
Value ($000) $3,248 Shares 14,463 Est. Cost $140.20 Unrealized +50.1%
GLW CORNING INC 0.3%
Value ($000) $3,220 Shares 88,265 Est. Cost $35.29 Unrealized 0.0%
SON SONOCO PRODUCTS CO 0.3%
Value ($000) $3,205 Shares 53,796 Est. Cost $37.96 Unrealized +43.1%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $3,153 Shares 63,742 Est. Cost $52.20 Unrealized -6.4%
IVV ISHARE CORE S&P 500 ETF 0.2%
Value ($000) $2,809 Shares 6,520 Est. Cost $332.54 Unrealized
IWM ISHARES RUSSELL 2000 INDEX ETF 0.2%
Value ($000) $2,719 Shares 12,426 Est. Cost $138.81 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $2,688 Shares 19,260 Est. Cost $111.71 Unrealized
BROADCOM INC CONVERTIBLE PFD 8 0.2%
Value ($000) $2,647 Shares 1,728 Est. Cost $1073.10 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $2,513 Shares 18,564 Est. Cost $115.00 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $2,511 Shares 8,961 Est. Cost $221.19 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $2,389 Shares 6,889 Est. Cost $55.33 Unrealized +4.6%
GSLC GOLDMAN SACHS LARGE-CAP ETF 0.2%
Value ($000) $2,295 Shares 26,680 Est. Cost $71.87 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.2%
Value ($000) $2,243 Shares 44,845 Est. Cost $43.44 Unrealized
VONG RUSSELL 1000 GROWTH INDEX ETF 0.2%
Value ($000) $2,237 Shares 31,749 Est. Cost $69.84 Unrealized
VGT VANGUARD INFORMATION TECHNOLOG 0.2%
Value ($000) $2,229 Shares 5,555 Est. Cost $193.46 Unrealized
AMZN AMAZON INC 0.2%
Value ($000) $2,142 Shares 652 Est. Cost $118.29 Unrealized +45.8%
DIS DISNEY, WALT COMPANY 0.2%
Value ($000) $1,727 Shares 10,206 Est. Cost $103.89 Unrealized +67.6%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $1,508 Shares 5,734 Est. Cost $186.49 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE 0.1%
Value ($000) $1,191 Shares 11,827 Est. Cost $99.09 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,160 Shares 5,976 Est. Cost $95.19 Unrealized +103.5%
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $1,148 Shares 86,257 Est. Cost $9.70 Unrealized +33.2%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $980 Shares 3,768 Est. Cost $83.10 Unrealized +240.6%
INTC INTEL CORPORATION 0.1%
Value ($000) $920 Shares 17,267 Est. Cost $27.03 Unrealized +84.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $914 Shares 2,338 Est. Cost $159.43 Unrealized +141.4%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $904 Shares 6,052 Est. Cost $64.52 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $850 Shares 319 Est. Cost $61.34 Unrealized +123.1%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $841 Shares 6,608 Est. Cost $84.26 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $830 Shares 2,860 Est. Cost $246.75 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $739 Shares 6,261 Est. Cost $82.56 Unrealized +37.4%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $697 Shares 5,414 Est. Cost $88.20 Unrealized +48.1%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $695 Shares 4,659 Est. Cost $66.61 Unrealized +124.0%
SLYV SPDR S&P 600 SMALL CAP VALUE E 0.1%
Value ($000) $679 Shares 8,286 Est. Cost $83.63 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $664 Shares 7,053 Est. Cost $48.60 Unrealized +87.7%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $589 Shares 2,907 Est. Cost $91.64 Unrealized +100.3%
SWK STANLEY BLACK AND DECKER INC 0.1%
Value ($000) $577 Shares 3,293 Est. Cost $98.49 Unrealized +69.3%
RH RH INC 0.1%
Value ($000) $574 Shares 860 Est. Cost $181.18 Unrealized +279.9%
WMT WALMART INC 0.0%
Value ($000) $546 Shares 3,915 Est. Cost $20.00 Unrealized +127.3%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $544 Shares 4,678 Est. Cost $39.65 Unrealized +153.1%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $540 Shares 2,703 Est. Cost $143.73 Unrealized +30.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $537 Shares 3,599 Est. Cost $92.56 Unrealized +50.9%
COST COSTCO WHOLESALE CORPORATION 0.0%
Value ($000) $511 Shares 1,138 Est. Cost $232.40 Unrealized +80.0%
XLF FINANCIAL SELECT SECTOR SPDR E 0.0%
Value ($000) $504 Shares 13,439 Est. Cost $23.97 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $483 Shares 2,511 Est. Cost $153.71 Unrealized +9.3%
LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $477 Shares 1,693 Est. Cost $107.18 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $474 Shares 8,538 Est. Cost $34.07 Unrealized +60.4%
MA MASTERCARD INC 0.0%
Value ($000) $470 Shares 1,351 Est. Cost $226.28 Unrealized +56.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $454 Shares 4,015 Est. Cost $95.50 Unrealized +19.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $448 Shares 5,211 Est. Cost $57.56 Unrealized +34.5%
XLY CONSUMER DISC SELECT SECTOR SP 0.0%
Value ($000) $444 Shares 2,476 Est. Cost $113.04 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $439 Shares 7,537 Est. Cost $36.91 Unrealized +50.2%
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $436 Shares 1,598 Est. Cost $223.67 Unrealized +25.6%
USB U S BANCORP 0.0%
Value ($000) $425 Shares 7,153 Est. Cost $31.88 Unrealized +46.4%
VYM VANGUARD HIGH DIVIDEND YIELD E 0.0%
Value ($000) $407 Shares 3,942 Est. Cost $91.52 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $388 Shares 286 Est. Cost $116.11 Unrealized +29.1%
XLC COMMUNICATION SELECT SECTOR SP 0.0%
Value ($000) $386 Shares 4,820 Est. Cost $52.95 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $373 Shares 3,811 Est. Cost $76.58 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $364 Shares 637 Est. Cost $473.37 Unrealized +14.6%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $362 Shares 4,507 Est. Cost $59.15 Unrealized +21.0%
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $351 Shares 2,413 Est. Cost $120.40 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 0.0%
Value ($000) $350 Shares 2,238 Est. Cost $133.38 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $349 Shares 3,582 Est. Cost $76.59 Unrealized +13.9%
CDW CDW CORPORATION 0.0%
Value ($000) $335 Shares 1,839 Est. Cost $142.74 Unrealized +25.4%
IYR ISHARES DOW JONES U S REAL EST 0.0%
Value ($000) $335 Shares 3,273 Est. Cost $75.20 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $335 Shares 582 Est. Cost $517.62 Unrealized +21.6%
PNC P N C FINANCIAL CORP 0.0%
Value ($000) $330 Shares 1,683 Est. Cost $62.47 Unrealized +157.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $329 Shares 3,476 Est. Cost $59.28 Unrealized +36.7%
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $314 Shares 5,338 Est. Cost $54.21 Unrealized -10.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $311 Shares 1,855 Est. Cost $85.61 Unrealized +84.9%
ENTG ENTEGRIS INC 0.0%
Value ($000) $294 Shares 2,333 Est. Cost $113.22 Unrealized +4.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $290 Shares 1,764 Est. Cost $145.10 Unrealized +15.7%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $290 Shares 475 Est. Cost $36.18 Unrealized +10.6%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $282 Shares 581 Est. Cost $104.27 Unrealized +14.5%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $279 Shares 950 Est. Cost $175.54 Unrealized +62.2%
HSY HERSHEY FOODS CORPORATION 0.0%
Value ($000) $276 Shares 1,628 Est. Cost $151.33 Unrealized +5.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $275 Shares 1,255 Est. Cost $177.62 Unrealized +39.6%
DBX DROPBOX INC 0.0%
Value ($000) $274 Shares 9,362 Est. Cost $27.61 Unrealized +12.5%
AON AON PLC CL A 0.0%
Value ($000) $271 Shares 948 Est. Cost $260.29 Unrealized 0.0%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $270 Shares 965 Est. Cost $264.26 Unrealized +6.5%
EPI WISDOMTREE TRUST INDIA EARNING 0.0%
Value ($000) $269 Shares 7,205 Est. Cost $26.32 Unrealized
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $264 Shares 789 Est. Cost $305.93 Unrealized +4.2%
IEMG ISHARES CORE MSCI EMERGING MAR 0.0%
Value ($000) $259 Shares 4,200 Est. Cost $66.95 Unrealized
NKE NIKE INC 0.0%
Value ($000) $257 Shares 1,768 Est. Cost $127.71 Unrealized +19.4%
VMWARE INC 0.0%
Value ($000) $255 Shares 1,714 Est. Cost $158.84 Unrealized
V VISA INC 0.0%
Value ($000) $255 Shares 1,145 Est. Cost $226.99 Unrealized 0.0%
NVR NVR INC 0.0%
Value ($000) $254 Shares 53 Est. Cost $4884.90 Unrealized +3.9%
EL LAUDER, ESTEE COS INC 0.0%
Value ($000) $251 Shares 838 Est. Cost $284.86 Unrealized +7.2%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $249 Shares 1,206 Est. Cost $204.82 Unrealized -0.9%
TER TERADYNE INC 0.0%
Value ($000) $248 Shares 2,273 Est. Cost $124.24 Unrealized -4.0%
LAD LITHIA MOTORS INC 0.0%
Value ($000) $243 Shares 768 Est. Cost $348.16 Unrealized 0.0%
GGG GRACO INC 0.0%
Value ($000) $241 Shares 3,438 Est. Cost $70.92 Unrealized +2.2%
BBY BEST BUY INC 0.0%
Value ($000) $237 Shares 2,238 Est. Cost $94.67 Unrealized -2.8%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $231 Shares 2,118 Est. Cost $113.01 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $229 Shares 581 Est. Cost $363.79 Unrealized
GTBIF GREEN THUMB INDUSTRIES INC 0.0%
Value ($000) $222 Shares 8,000 Est. Cost $19.13 Unrealized +55.9%
BA BOEING CO 0.0%
Value ($000) $216 Shares 980 Est. Cost $192.22 Unrealized +16.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $211 Shares 529 Est. Cost $503.00 Unrealized -5.4%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $210 Shares 1,328 Est. Cost $158.13 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD 0.0%
Value ($000) $209 Shares 5,775 Est. Cost $35.32 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $205 Shares 2,653 Est. Cost $95.44 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $204 Shares 3,907 Est. Cost $53.75 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $204 Shares 3,927 Est. Cost $43.85 Unrealized +4.6%
HST HOST MARRIOTT CORP 0.0%
Value ($000) $173 Shares 10,570 Est. Cost $14.30 Unrealized -6.2%