VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 2, 2022

Total Value ($000): $1,246,734 (100.0% shares, 0.0% debt)

Holdings (191)

AAPL APPLE INC 4.3%
Value ($000) $53,264 Shares 299,958 Est. Cost $84.66 Unrealized +82.7%
MSFT MICROSOFT CORPORATION 3.0%
Value ($000) $37,084 Shares 110,261 Est. Cost $41.05 Unrealized +663.5%
AVGO BROADCOM INC 2.3%
Value ($000) $28,903 Shares 43,436 Est. Cost $18.38 Unrealized +181.7%
PFE PFIZER INC 2.3%
Value ($000) $28,387 Shares 480,722 Est. Cost $27.18 Unrealized +48.0%
ACN ACCENTURE PLC 2.3%
Value ($000) $28,156 Shares 67,919 Est. Cost $65.51 Unrealized +424.1%
CSCO CISCO SYSTEMS INC 2.2%
Value ($000) $27,300 Shares 430,808 Est. Cost $18.63 Unrealized +170.8%
CVS CVS HEALTH CORPORATION 2.1%
Value ($000) $26,749 Shares 259,299 Est. Cost $49.94 Unrealized +61.2%
NFG NATIONAL FUEL & GAS CO 2.0%
Value ($000) $25,213 Shares 394,319 Est. Cost $40.82 Unrealized +46.4%
GOOGL ALPHABET CLASS A 2.0%
Value ($000) $24,573 Shares 8,482 Est. Cost $92.37 Unrealized +54.8%
MCHP MICROCHIP TECHNOLOGY INC 1.9%
Value ($000) $23,790 Shares 273,258 Est. Cost $42.72 Unrealized +72.9%
ELV ANTHEM INC 1.9%
Value ($000) $23,357 Shares 50,388 Est. Cost $124.57 Unrealized +218.8%
MS MORGAN STANLEY 1.8%
Value ($000) $22,486 Shares 229,077 Est. Cost $48.82 Unrealized +77.7%
ORCL ORACLE CORPORATION 1.8%
Value ($000) $22,188 Shares 254,422 Est. Cost $29.44 Unrealized +202.0%
CVX CHEVRON CORPORATION 1.8%
Value ($000) $22,137 Shares 188,643 Est. Cost $70.66 Unrealized +36.0%
AAP ADVANCE AUTO PARTS INC 1.7%
Value ($000) $21,803 Shares 90,890 Est. Cost $133.45 Unrealized +53.9%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $21,605 Shares 126,290 Est. Cost $72.13 Unrealized +101.2%
CE CELANESE CORP 1.7%
Value ($000) $21,412 Shares 127,410 Est. Cost $85.73 Unrealized +77.1%
LKQ LKQ CORP 1.7%
Value ($000) $20,926 Shares 348,588 Est. Cost $27.41 Unrealized +85.3%
VRTX VERTEX PHARMACEUTICALS INC 1.7%
Value ($000) $20,915 Shares 95,238 Est. Cost $195.24 Unrealized -0.4%
META META PLATFORMS INC 1.7%
Value ($000) $20,845 Shares 61,976 Est. Cost $184.65 Unrealized +78.5%
CNP CENTERPOINT ENERGY INC 1.7%
Value ($000) $20,823 Shares 746,091 Est. Cost $18.80 Unrealized +27.8%
AMGN AMGEN INC 1.7%
Value ($000) $20,797 Shares 92,442 Est. Cost $123.26 Unrealized +50.2%
PGR PROGRESSIVE CORP 1.6%
Value ($000) $20,160 Shares 196,389 Est. Cost $55.57 Unrealized +54.4%
DRI DARDEN RESTAURANTS INC 1.6%
Value ($000) $19,716 Shares 130,885 Est. Cost $121.23 Unrealized +6.6%
CMCSA COMCAST CORPORATION 1.6%
Value ($000) $19,634 Shares 390,093 Est. Cost $36.71 Unrealized +25.7%
HON HONEYWELL INTERNATIONAL INC 1.6%
Value ($000) $19,564 Shares 93,832 Est. Cost $56.45 Unrealized +227.8%
VZ VERIZON COMMUNICATIONS 1.6%
Value ($000) $19,503 Shares 375,345 Est. Cost $30.22 Unrealized +33.6%
AIZ ASSURANT INC 1.6%
Value ($000) $19,492 Shares 125,062 Est. Cost $85.31 Unrealized +73.1%
EME EMCOR GROUP INC 1.6%
Value ($000) $19,446 Shares 152,650 Est. Cost $78.88 Unrealized +54.8%
HUBB HUBBELL INC 1.6%
Value ($000) $19,340 Shares 92,858 Est. Cost $113.78 Unrealized +64.6%
DG DOLLAR GENERAL CORP 1.5%
Value ($000) $19,060 Shares 80,819 Est. Cost $182.11 Unrealized +13.3%
TPR TAPESTRY INC 1.5%
Value ($000) $19,012 Shares 468,264 Est. Cost $22.37 Unrealized +63.8%
COR AMERISOURCEBERGEN CORP 1.5%
Value ($000) $18,794 Shares 141,424 Est. Cost $46.51 Unrealized +151.8%
CACI CACI INTERNATIONAL INC 1.5%
Value ($000) $18,429 Shares 68,457 Est. Cost $230.95 Unrealized +18.6%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 1.5%
Value ($000) $18,216 Shares 222,205 Est. Cost $56.25 Unrealized +36.8%
ROST ROSS STORES INC 1.4%
Value ($000) $17,640 Shares 154,355 Est. Cost $38.02 Unrealized +180.4%
CI CIGNA CORPORATION 1.4%
Value ($000) $17,129 Shares 74,592 Est. Cost $189.93 Unrealized +3.9%
STWD STARWOOD PROPERTY TRUST INC 1.4%
Value ($000) $16,952 Shares 697,591 Est. Cost $21.43 Unrealized
NEM NEWMONT MINING CORP 1.4%
Value ($000) $16,870 Shares 272,020 Est. Cost $50.89 Unrealized -2.1%
PB PROSPERITY BANCSHARES INC 1.3%
Value ($000) $16,782 Shares 232,114 Est. Cost $47.96 Unrealized +34.1%
AMG AFFILIATED MANAGERS GROUP 1.3%
Value ($000) $16,064 Shares 97,648 Est. Cost $159.33 Unrealized +5.1%
TMUS T-MOBILE US INC 1.2%
Value ($000) $14,975 Shares 129,121 Est. Cost $62.68 Unrealized +81.4%
LITE LUMENTUM HOLDINGS INC 1.1%
Value ($000) $14,327 Shares 135,457 Est. Cost $91.05 Unrealized 0.0%
SPY SPDR S&P 500 TRUST ETF 1.1%
Value ($000) $13,854 Shares 29,169 Est. Cost $289.15 Unrealized
INGR INGREDION INC 1.1%
Value ($000) $13,799 Shares 142,779 Est. Cost $86.43 Unrealized +11.3%
IWF ISHARES RUSSELL 1000 GROWTH FU 0.6%
Value ($000) $7,951 Shares 26,020 Est. Cost $152.39 Unrealized
JPM J P MORGAN CHASE & CO 0.6%
Value ($000) $7,152 Shares 45,169 Est. Cost $64.21 Unrealized +130.2%
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $6,578 Shares 50,947 Est. Cost $99.15 Unrealized
PG PROCTER & GAMBLE COMPANY 0.5%
Value ($000) $6,481 Shares 39,618 Est. Cost $76.16 Unrealized +76.1%
HD HOME DEPOT INC 0.5%
Value ($000) $6,231 Shares 15,013 Est. Cost $142.30 Unrealized +141.2%
ABBV ABBVIE INC 0.5%
Value ($000) $5,881 Shares 43,432 Est. Cost $54.10 Unrealized +88.0%
LIFE STORAGE INC 0.5%
Value ($000) $5,794 Shares 37,827 Est. Cost $92.13 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $5,732 Shares 32,998 Est. Cost $87.63 Unrealized +63.7%
QCOM QUALCOMM INC 0.4%
Value ($000) $5,369 Shares 29,359 Est. Cost $77.96 Unrealized +87.4%
NTAP NETAPP INC 0.4%
Value ($000) $5,214 Shares 56,682 Est. Cost $38.97 Unrealized +109.1%
DKS DICKS SPORTING GOODS INC 0.4%
Value ($000) $5,057 Shares 43,979 Est. Cost $48.81 Unrealized +123.0%
HPQ HP INC 0.4%
Value ($000) $4,920 Shares 130,603 Est. Cost $16.47 Unrealized +71.2%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $4,901 Shares 22,861 Est. Cost $91.50 Unrealized +84.2%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $4,835 Shares 108,664 Est. Cost $25.97 Unrealized +57.9%
MRK MERCK & COMPANY 0.4%
Value ($000) $4,795 Shares 62,555 Est. Cost $49.89 Unrealized +40.1%
VOT VANGUARD MID-CAP GROWTH ETF 0.4%
Value ($000) $4,545 Shares 17,850 Est. Cost $164.59 Unrealized
KR KROGER CO 0.4%
Value ($000) $4,401 Shares 97,246 Est. Cost $22.18 Unrealized +73.5%
MCD MC DONALD'S CORPORATION 0.4%
Value ($000) $4,394 Shares 16,389 Est. Cost $174.94 Unrealized +31.2%
GIS GENERAL MILLS INC 0.4%
Value ($000) $4,386 Shares 65,100 Est. Cost $49.25 Unrealized +12.2%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.3%
Value ($000) $4,319 Shares 64,737 Est. Cost $37.51 Unrealized +46.7%
IVW ISHARES S&P 500 GROWTH INDEX F 0.3%
Value ($000) $4,297 Shares 51,350 Est. Cost $84.82 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $4,269 Shares 20,477 Est. Cost $148.48 Unrealized +24.8%
POR PORTLAND GENERAL ELECTRIC COMP 0.3%
Value ($000) $4,195 Shares 79,266 Est. Cost $32.87 Unrealized +27.0%
MPT MEDICAL PROPERTIES TRUST INC 0.3%
Value ($000) $4,129 Shares 174,742 Est. Cost $19.97 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $4,119 Shares 29,379 Est. Cost $82.95 Unrealized +42.3%
WPC W P CAREY INC 0.3%
Value ($000) $4,103 Shares 50,001 Est. Cost $70.86 Unrealized
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $4,045 Shares 25,860 Est. Cost $115.32 Unrealized +24.8%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $3,885 Shares 66,354 Est. Cost $40.50 Unrealized +22.8%
MET METLIFE INC 0.3%
Value ($000) $3,866 Shares 61,870 Est. Cost $35.31 Unrealized +56.8%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,804 Shares 52,389 Est. Cost $55.69 Unrealized +5.6%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.3%
Value ($000) $3,759 Shares 60,289 Est. Cost $49.22 Unrealized +0.0%
T A T & T INC 0.3%
Value ($000) $3,748 Shares 152,380 Est. Cost $14.53 Unrealized +1.0%
PRU PRUDENTIAL FINANCIAL INC 0.3%
Value ($000) $3,682 Shares 34,024 Est. Cost $58.51 Unrealized +51.9%
MSM MSC INDUSTRIAL DIRECT CO INC 0.3%
Value ($000) $3,671 Shares 43,670 Est. Cost $68.88 Unrealized +21.4%
DOX AMDOCS LTD 0.3%
Value ($000) $3,662 Shares 48,929 Est. Cost $68.63 Unrealized 0.0%
VICI VICI PROPERTIES INC 0.3%
Value ($000) $3,630 Shares 120,547 Est. Cost $24.04 Unrealized -3.7%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $3,628 Shares 27,149 Est. Cost $98.76 Unrealized +7.8%
LMT LOCKHEED MARTIN CORPORATION 0.3%
Value ($000) $3,610 Shares 10,159 Est. Cost $299.89 Unrealized +3.0%
KMI KINDER MORGAN INC 0.3%
Value ($000) $3,538 Shares 223,129 Est. Cost $10.35 Unrealized +27.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $3,473 Shares 46,534 Est. Cost $62.46 Unrealized
BROADCOM INC CONVERTIBLE PFD 8 0.3%
Value ($000) $3,400 Shares 1,638 Est. Cost $1073.10 Unrealized
IVV ISHARE CORE S&P 500 ETF 0.3%
Value ($000) $3,302 Shares 6,923 Est. Cost $340.95 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V 0.3%
Value ($000) $3,263 Shares 35,384 Est. Cost $54.50 Unrealized +25.4%
SON SONOCO PRODUCTS CO 0.3%
Value ($000) $3,204 Shares 55,357 Est. Cost $38.33 Unrealized +33.3%
CMI CUMMINS ENGINE INC 0.3%
Value ($000) $3,192 Shares 14,631 Est. Cost $140.96 Unrealized +46.0%
GLW CORNING INC 0.2%
Value ($000) $3,000 Shares 80,586 Est. Cost $35.29 Unrealized -5.5%
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $2,956 Shares 19,667 Est. Cost $112.51 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $2,850 Shares 19,371 Est. Cost $116.34 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $2,818 Shares 7,205 Est. Cost $55.79 Unrealized +18.0%
IWM ISHARES RUSSELL 2000 INDEX ETF 0.2%
Value ($000) $2,764 Shares 12,426 Est. Cost $138.81 Unrealized
GSLC GOLDMAN SACHS LARGE-CAP ETF 0.2%
Value ($000) $2,559 Shares 26,895 Est. Cost $71.87 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $2,554 Shares 9,062 Est. Cost $221.87 Unrealized
VGT VANGUARD INFORMATION TECHNOLOG 0.2%
Value ($000) $2,537 Shares 5,538 Est. Cost $193.46 Unrealized
VONG RUSSELL 1000 GROWTH INDEX ETF 0.2%
Value ($000) $2,525 Shares 32,153 Est. Cost $69.95 Unrealized
AMZN AMAZON INC 0.2%
Value ($000) $2,291 Shares 687 Est. Cost $120.98 Unrealized +41.5%
VWO VANGUARD MSCI EMERGING MARKETS 0.2%
Value ($000) $2,119 Shares 42,828 Est. Cost $43.44 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $1,623 Shares 5,734 Est. Cost $186.49 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,491 Shares 6,110 Est. Cost $97.72 Unrealized +115.4%
DIS DISNEY, WALT COMPANY 0.1%
Value ($000) $1,273 Shares 8,223 Est. Cost $103.89 Unrealized +51.9%
IJS ISHARES S&P SMALLCAP 600 VALUE 0.1%
Value ($000) $1,180 Shares 11,293 Est. Cost $99.09 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,164 Shares 2,318 Est. Cost $159.43 Unrealized +164.8%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,121 Shares 6,449 Est. Cost $71.25 Unrealized
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $1,043 Shares 75,837 Est. Cost $9.70 Unrealized +43.2%
GOOG ALPHABET INC 0.1%
Value ($000) $923 Shares 319 Est. Cost $61.34 Unrealized +133.9%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $916 Shares 2,854 Est. Cost $246.75 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $914 Shares 6,499 Est. Cost $83.89 Unrealized +41.5%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $889 Shares 5,652 Est. Cost $90.36 Unrealized +54.5%
INTC INTEL CORPORATION 0.1%
Value ($000) $881 Shares 17,117 Est. Cost $27.03 Unrealized +75.0%
SLYV SPDR S&P 600 SMALL CAP VALUE E 0.1%
Value ($000) $762 Shares 8,994 Est. Cost $83.72 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $751 Shares 2,907 Est. Cost $91.64 Unrealized +139.9%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $711 Shares 3,768 Est. Cost $83.10 Unrealized +159.8%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $706 Shares 4,084 Est. Cost $66.61 Unrealized +133.4%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $697 Shares 2,828 Est. Cost $146.54 Unrealized +41.5%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $681 Shares 4,834 Est. Cost $84.26 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $649 Shares 6,978 Est. Cost $48.60 Unrealized +78.0%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value ($000) $646 Shares 1,138 Est. Cost $232.40 Unrealized +110.0%
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $614 Shares 3,253 Est. Cost $98.49 Unrealized +61.0%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $602 Shares 4,653 Est. Cost $39.65 Unrealized +192.9%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $584 Shares 3,499 Est. Cost $92.56 Unrealized +62.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $563 Shares 4,339 Est. Cost $97.08 Unrealized +20.2%
XLY CONSUMER DISC SELECT SECTOR SP 0.0%
Value ($000) $562 Shares 2,750 Est. Cost $122.14 Unrealized
WMT WALMART INC 0.0%
Value ($000) $538 Shares 3,715 Est. Cost $20.00 Unrealized +125.9%
VYM VANGUARD HIGH DIVIDEND YIELD E 0.0%
Value ($000) $525 Shares 4,682 Est. Cost $94.78 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $500 Shares 7,537 Est. Cost $36.91 Unrealized +49.9%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $496 Shares 2,634 Est. Cost $154.47 Unrealized +10.1%
XLF FINANCIAL SELECT SECTOR SPDR E 0.0%
Value ($000) $493 Shares 12,617 Est. Cost $23.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $478 Shares 1,598 Est. Cost $223.67 Unrealized +28.1%
MA MASTERCARD INC 0.0%
Value ($000) $472 Shares 1,315 Est. Cost $226.28 Unrealized +49.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $463 Shares 694 Est. Cost $485.19 Unrealized +27.2%
RH RH INC 0.0%
Value ($000) $461 Shares 860 Est. Cost $181.18 Unrealized +239.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $449 Shares 5,211 Est. Cost $57.56 Unrealized +37.8%
MAS MASCO CORP 0.0%
Value ($000) $449 Shares 6,388 Est. Cost $34.07 Unrealized +75.6%
CDW CDW CORPORATION 0.0%
Value ($000) $414 Shares 2,024 Est. Cost $146.19 Unrealized +23.5%
TER TERADYNE INC 0.0%
Value ($000) $402 Shares 2,458 Est. Cost $125.29 Unrealized +10.3%
USB U S BANCORP 0.0%
Value ($000) $396 Shares 7,053 Est. Cost $31.88 Unrealized +53.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $395 Shares 1,911 Est. Cost $148.33 Unrealized +26.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $394 Shares 286 Est. Cost $116.11 Unrealized +25.8%
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $383 Shares 2,445 Est. Cost $120.88 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $380 Shares 1,107 Est. Cost $328.58 Unrealized 0.0%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $379 Shares 1,075 Est. Cost $269.07 Unrealized +15.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $376 Shares 3,582 Est. Cost $76.59 Unrealized +12.6%
IWD ISHARES RUSSELL 1000 VALUE IND 0.0%
Value ($000) $376 Shares 2,238 Est. Cost $133.38 Unrealized
IYR ISHARES DOW JONES U S REAL EST 0.0%
Value ($000) $375 Shares 3,231 Est. Cost $75.20 Unrealized
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $375 Shares 871 Est. Cost $311.91 Unrealized +18.5%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $374 Shares 530 Est. Cost $36.92 Unrealized +17.2%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $367 Shares 4,282 Est. Cost $59.15 Unrealized +23.7%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $361 Shares 637 Est. Cost $526.90 Unrealized +18.6%
ENTG ENTEGRIS INC 0.0%
Value ($000) $355 Shares 2,562 Est. Cost $115.38 Unrealized +19.1%
XLC COMMUNICATION SELECT SECTOR SP 0.0%
Value ($000) $350 Shares 4,505 Est. Cost $52.95 Unrealized
EL LAUDER, ESTEE COS INC 0.0%
Value ($000) $350 Shares 945 Est. Cost $288.58 Unrealized +10.1%
HSY HERSHEY FOODS CORPORATION 0.0%
Value ($000) $348 Shares 1,801 Est. Cost $152.51 Unrealized +7.3%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $341 Shares 659 Est. Cost $106.18 Unrealized +13.4%
NVR NVR INC 0.0%
Value ($000) $337 Shares 57 Est. Cost $4912.50 Unrealized +7.4%
LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $335 Shares 1,065 Est. Cost $107.18 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $330 Shares 3,119 Est. Cost $76.58 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $325 Shares 1,255 Est. Cost $177.62 Unrealized +23.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $325 Shares 3,426 Est. Cost $59.28 Unrealized +28.7%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $324 Shares 2,907 Est. Cost $111.35 Unrealized 0.0%
AON AON PLC CL A 0.0%
Value ($000) $323 Shares 1,075 Est. Cost $263.91 Unrealized +10.2%
NKE NIKE INC 0.0%
Value ($000) $321 Shares 1,926 Est. Cost $129.91 Unrealized +19.0%
GGG GRACO INC 0.0%
Value ($000) $312 Shares 3,867 Est. Cost $71.03 Unrealized +1.2%
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $303 Shares 4,937 Est. Cost $54.21 Unrealized -0.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $303 Shares 1,855 Est. Cost $85.61 Unrealized +89.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $296 Shares 850 Est. Cost $175.54 Unrealized +75.5%
V VISA INC 0.0%
Value ($000) $290 Shares 1,337 Est. Cost $224.28 Unrealized -7.2%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $281 Shares 1,569 Est. Cost $161.35 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $271 Shares 626 Est. Cost $486.59 Unrealized -18.4%
NVDA NVIDIA CORP 0.0%
Value ($000) $270 Shares 916 Est. Cost $27.46 Unrealized 0.0%
DBX DROPBOX INC 0.0%
Value ($000) $268 Shares 10,937 Est. Cost $27.51 Unrealized -2.2%
LAD LITHIA MOTORS INC 0.0%
Value ($000) $266 Shares 895 Est. Cost $342.59 Unrealized -9.8%
EPI WISDOMTREE TRUST INDIA EARNING 0.0%
Value ($000) $263 Shares 7,205 Est. Cost $26.32 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $257 Shares 2,526 Est. Cost $94.57 Unrealized -0.8%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $254 Shares 582 Est. Cost $363.79 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $243 Shares 2,118 Est. Cost $113.01 Unrealized
VMWARE INC 0.0%
Value ($000) $241 Shares 2,085 Est. Cost $151.14 Unrealized
AMEDISYS INC 0.0%
Value ($000) $240 Shares 1,485 Est. Cost $161.62 Unrealized
LLY LILLY, ELI AND COMPANY 0.0%
Value ($000) $238 Shares 860 Est. Cost $243.85 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $228 Shares 3,927 Est. Cost $43.85 Unrealized +16.4%
KO COCA-COLA COMPANY 0.0%
Value ($000) $218 Shares 3,681 Est. Cost $49.18 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $217 Shares 3,907 Est. Cost $53.75 Unrealized
PNC P N C FINANCIAL CORP 0.0%
Value ($000) $217 Shares 1,083 Est. Cost $62.47 Unrealized +179.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $213 Shares 2,286 Est. Cost $77.35 Unrealized 0.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD 0.0%
Value ($000) $212 Shares 5,825 Est. Cost $35.32 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $208 Shares 826 Est. Cost $214.98 Unrealized 0.0%
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $206 Shares 1,777 Est. Cost $115.93 Unrealized
HST HOST MARRIOTT CORP 0.0%
Value ($000) $184 Shares 10,570 Est. Cost $14.30 Unrealized -2.4%