VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 2, 2022

Total Value ($000): $1,196,408 (100.0% shares, 0.0% debt)

Holdings (185)

AAPL APPLE INC 4.2%
Value ($000) $49,748 Shares 284,909 Est. Cost $84.66 Unrealized +94.7%
MSFT MICROSOFT CORPORATION 2.8%
Value ($000) $33,506 Shares 108,676 Est. Cost $41.05 Unrealized +609.8%
CVX CHEVRON CORPORATION 2.4%
Value ($000) $28,187 Shares 173,109 Est. Cost $70.66 Unrealized +73.7%
NFG NATIONAL FUEL & GAS CO 2.2%
Value ($000) $26,498 Shares 385,693 Est. Cost $40.82 Unrealized +55.0%
AVGO BROADCOM INC 2.2%
Value ($000) $26,115 Shares 41,473 Est. Cost $18.38 Unrealized +199.6%
CVS CVS HEALTH CORPORATION 2.1%
Value ($000) $25,102 Shares 248,015 Est. Cost $49.94 Unrealized +84.2%
PFE PFIZER INC 2.1%
Value ($000) $24,659 Shares 476,313 Est. Cost $27.18 Unrealized +56.3%
CSCO CISCO SYSTEMS INC 2.0%
Value ($000) $24,372 Shares 437,088 Est. Cost $19.09 Unrealized +163.4%
ELV ANTHEM INC 2.0%
Value ($000) $23,897 Shares 48,649 Est. Cost $124.57 Unrealized +247.3%
GOOGL ALPHABET CLASS A 2.0%
Value ($000) $23,708 Shares 8,524 Est. Cost $92.37 Unrealized +45.9%
VRTX VERTEX PHARMACEUTICALS INC 2.0%
Value ($000) $23,619 Shares 90,503 Est. Cost $195.24 Unrealized +21.6%
AMGN AMGEN INC 1.9%
Value ($000) $23,029 Shares 95,233 Est. Cost $125.60 Unrealized +61.9%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $22,967 Shares 129,589 Est. Cost $74.15 Unrealized +104.7%
ACN ACCENTURE PLC 1.9%
Value ($000) $22,543 Shares 66,847 Est. Cost $65.51 Unrealized +386.2%
CNP CENTERPOINT ENERGY INC 1.9%
Value ($000) $22,307 Shares 728,023 Est. Cost $18.80 Unrealized +35.2%
AIZ ASSURANT INC 1.8%
Value ($000) $21,891 Shares 120,392 Est. Cost $85.31 Unrealized +79.5%
PGR PROGRESSIVE CORP 1.8%
Value ($000) $21,386 Shares 187,621 Est. Cost $55.57 Unrealized +77.2%
ORCL ORACLE CORPORATION 1.8%
Value ($000) $21,042 Shares 254,343 Est. Cost $29.44 Unrealized +161.5%
COR AMERISOURCEBERGEN CORP 1.7%
Value ($000) $20,723 Shares 133,948 Est. Cost $46.51 Unrealized +192.8%
MCHP MICROCHIP TECHNOLOGY INC 1.7%
Value ($000) $20,699 Shares 275,468 Est. Cost $42.72 Unrealized +61.4%
NEM NEWMONT MINING CORP 1.7%
Value ($000) $20,593 Shares 259,191 Est. Cost $50.89 Unrealized +18.0%
VZ VERIZON COMMUNICATIONS 1.7%
Value ($000) $20,033 Shares 393,265 Est. Cost $30.74 Unrealized +35.0%
CMCSA COMCAST CORPORATION 1.6%
Value ($000) $19,696 Shares 420,673 Est. Cost $37.16 Unrealized +15.3%
CACI CACI INTERNATIONAL INC 1.6%
Value ($000) $19,522 Shares 64,802 Est. Cost $230.95 Unrealized +19.5%
AAP ADVANCE AUTO PARTS INC 1.6%
Value ($000) $18,633 Shares 90,033 Est. Cost $133.45 Unrealized +48.9%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $18,512 Shares 95,138 Est. Cost $58.01 Unrealized +193.6%
MS MORGAN STANLEY 1.5%
Value ($000) $18,439 Shares 210,971 Est. Cost $48.82 Unrealized +73.3%
DG DOLLAR GENERAL CORP 1.5%
Value ($000) $18,382 Shares 82,570 Est. Cost $182.47 Unrealized +9.0%
CE CELANESE CORP 1.5%
Value ($000) $18,036 Shares 126,240 Est. Cost $85.73 Unrealized +66.6%
CI CIGNA CORPORATION 1.5%
Value ($000) $17,859 Shares 74,535 Est. Cost $189.93 Unrealized +15.0%
DRI DARDEN RESTAURANTS INC 1.5%
Value ($000) $17,564 Shares 132,107 Est. Cost $121.23 Unrealized +0.3%
EME EMCOR GROUP INC 1.5%
Value ($000) $17,350 Shares 154,043 Est. Cost $78.88 Unrealized +47.4%
STWD STARWOOD PROPERTY TRUST INC 1.4%
Value ($000) $17,264 Shares 714,298 Est. Cost $21.50 Unrealized
TPR TAPESTRY INC 1.4%
Value ($000) $17,232 Shares 463,826 Est. Cost $22.37 Unrealized +53.5%
HUBB HUBBELL INC 1.4%
Value ($000) $17,075 Shares 92,912 Est. Cost $113.78 Unrealized +55.3%
TMUS T-MOBILE US INC 1.4%
Value ($000) $16,559 Shares 129,013 Est. Cost $62.68 Unrealized +83.6%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 1.4%
Value ($000) $16,486 Shares 219,757 Est. Cost $56.25 Unrealized +39.0%
PB PROSPERITY BANCSHARES INC 1.4%
Value ($000) $16,344 Shares 235,572 Est. Cost $48.21 Unrealized +33.9%
LKQ LKQ CORP 1.3%
Value ($000) $15,431 Shares 339,819 Est. Cost $27.41 Unrealized +68.6%
ROST ROSS STORES INC 1.2%
Value ($000) $14,544 Shares 160,773 Est. Cost $40.14 Unrealized +126.9%
AMG AFFILIATED MANAGERS GROUP 1.2%
Value ($000) $14,068 Shares 99,811 Est. Cost $158.99 Unrealized -9.7%
LITE LUMENTUM HOLDINGS INC 1.2%
Value ($000) $14,027 Shares 143,721 Est. Cost $91.44 Unrealized +7.0%
CNXC CONCENTRIX CORP 1.2%
Value ($000) $13,858 Shares 83,199 Est. Cost $176.37 Unrealized 0.0%
INGR INGREDION INC 1.1%
Value ($000) $12,862 Shares 147,589 Est. Cost $86.56 Unrealized +4.6%
SPY SPDR S&P 500 TRUST ETF 1.1%
Value ($000) $12,688 Shares 28,095 Est. Cost $289.15 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $6,828 Shares 42,116 Est. Cost $54.10 Unrealized +133.6%
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $6,346 Shares 49,535 Est. Cost $99.15 Unrealized
JPM J P MORGAN CHASE & CO 0.5%
Value ($000) $6,335 Shares 46,478 Est. Cost $66.16 Unrealized +102.0%
PG PROCTER & GAMBLE COMPANY 0.5%
Value ($000) $6,043 Shares 39,548 Est. Cost $76.16 Unrealized +86.6%
PEP PEPSICO INC 0.5%
Value ($000) $5,581 Shares 33,343 Est. Cost $88.26 Unrealized +68.2%
MRK MERCK & COMPANY 0.4%
Value ($000) $5,364 Shares 65,378 Est. Cost $50.75 Unrealized +37.6%
LIFE STORAGE INC 0.4%
Value ($000) $5,237 Shares 37,297 Est. Cost $92.13 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $4,957 Shares 20,553 Est. Cost $148.48 Unrealized +37.9%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $4,934 Shares 23,007 Est. Cost $91.50 Unrealized +93.6%
CAT CATERPILLAR INC 0.4%
Value ($000) $4,862 Shares 21,820 Est. Cost $195.46 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $4,796 Shares 26,244 Est. Cost $115.96 Unrealized +36.9%
NTAP NETAPP INC 0.4%
Value ($000) $4,729 Shares 56,980 Est. Cost $38.97 Unrealized +103.0%
IWF ISHARES RUSSELL 1000 GROWTH FU 0.4%
Value ($000) $4,727 Shares 17,028 Est. Cost $152.39 Unrealized
HPQ HP INC 0.4%
Value ($000) $4,693 Shares 129,276 Est. Cost $16.47 Unrealized +94.6%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.4%
Value ($000) $4,591 Shares 65,586 Est. Cost $37.78 Unrealized +53.6%
HD HOME DEPOT INC 0.4%
Value ($000) $4,569 Shares 15,262 Est. Cost $145.10 Unrealized +116.4%
LMT LOCKHEED MARTIN CORPORATION 0.4%
Value ($000) $4,562 Shares 10,334 Est. Cost $300.99 Unrealized +21.3%
POR PORTLAND GENERAL ELECTRIC COMP 0.4%
Value ($000) $4,553 Shares 82,549 Est. Cost $33.33 Unrealized +33.1%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.4%
Value ($000) $4,532 Shares 62,063 Est. Cost $49.44 Unrealized +15.0%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $4,509 Shares 109,379 Est. Cost $25.97 Unrealized +57.2%
MET METLIFE INC 0.4%
Value ($000) $4,432 Shares 63,063 Est. Cost $35.78 Unrealized +68.0%
GIS GENERAL MILLS INC 0.4%
Value ($000) $4,423 Shares 65,307 Est. Cost $49.25 Unrealized +19.3%
QCOM QUALCOMM INC 0.4%
Value ($000) $4,406 Shares 28,835 Est. Cost $77.96 Unrealized +97.0%
KMI KINDER MORGAN INC 0.4%
Value ($000) $4,381 Shares 231,701 Est. Cost $10.49 Unrealized +35.3%
MCD MC DONALD'S CORPORATION 0.4%
Value ($000) $4,370 Shares 17,673 Est. Cost $178.77 Unrealized +27.4%
DKS DICKS SPORTING GOODS INC 0.4%
Value ($000) $4,232 Shares 42,316 Est. Cost $48.81 Unrealized +105.4%
MSM MSC INDUSTRIAL DIRECT CO INC 0.3%
Value ($000) $4,149 Shares 48,702 Est. Cost $70.13 Unrealized +15.5%
DOX AMDOCS LTD 0.3%
Value ($000) $4,144 Shares 50,402 Est. Cost $68.72 Unrealized +4.7%
WPC W P CAREY INC 0.3%
Value ($000) $4,114 Shares 50,894 Est. Cost $71.04 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.3%
Value ($000) $4,047 Shares 18,160 Est. Cost $165.59 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $4,016 Shares 70,834 Est. Cost $41.14 Unrealized +23.1%
LYB LYONDELLBASELL INDUSTRIES N V 0.3%
Value ($000) $3,977 Shares 38,679 Est. Cost $56.18 Unrealized +32.2%
PRU PRUDENTIAL FINANCIAL INC 0.3%
Value ($000) $3,975 Shares 33,641 Est. Cost $58.51 Unrealized +60.9%
MPT MEDICAL PROPERTIES TRUST INC 0.3%
Value ($000) $3,971 Shares 187,845 Est. Cost $20.05 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $3,901 Shares 30,953 Est. Cost $84.64 Unrealized +37.2%
VICI VICI PROPERTIES INC 0.3%
Value ($000) $3,876 Shares 136,182 Est. Cost $23.88 Unrealized -5.0%
IVW ISHARES S&P 500 GROWTH INDEX F 0.3%
Value ($000) $3,859 Shares 50,526 Est. Cost $84.82 Unrealized
T A T & T INC 0.3%
Value ($000) $3,858 Shares 163,267 Est. Cost $14.55 Unrealized +2.5%
SON SONOCO PRODUCTS CO 0.3%
Value ($000) $3,837 Shares 61,333 Est. Cost $39.45 Unrealized +26.4%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $3,826 Shares 29,423 Est. Cost $99.79 Unrealized +12.3%
GLW CORNING INC 0.3%
Value ($000) $3,686 Shares 99,840 Est. Cost $35.22 Unrealized -0.8%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,460 Shares 58,190 Est. Cost $55.64 Unrealized -0.9%
CMI CUMMINS ENGINE INC 0.3%
Value ($000) $3,458 Shares 16,860 Est. Cost $148.32 Unrealized +32.6%
IVV ISHARE CORE S&P 500 ETF 0.3%
Value ($000) $3,060 Shares 6,744 Est. Cost $340.95 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $3,050 Shares 43,877 Est. Cost $62.46 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.3%
Value ($000) $3,018 Shares 20,165 Est. Cost $113.43 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $2,975 Shares 20,135 Est. Cost $117.53 Unrealized
BROADCOM INC CONVERTIBLE PFD 8 0.2%
Value ($000) $2,957 Shares 1,506 Est. Cost $1073.10 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $2,565 Shares 7,142 Est. Cost $55.79 Unrealized +11.4%
IWM ISHARES RUSSELL 2000 INDEX ETF 0.2%
Value ($000) $2,385 Shares 11,619 Est. Cost $138.81 Unrealized
GSLC GOLDMAN SACHS LARGE-CAP ETF 0.2%
Value ($000) $2,321 Shares 26,064 Est. Cost $71.87 Unrealized
AMZN AMAZON INC 0.2%
Value ($000) $2,315 Shares 710 Est. Cost $122.07 Unrealized +26.6%
VONG RUSSELL 1000 GROWTH INDEX ETF 0.2%
Value ($000) $2,268 Shares 31,780 Est. Cost $69.95 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $2,176 Shares 8,772 Est. Cost $221.87 Unrealized
VGT VANGUARD INFORMATION TECHNOLOG 0.2%
Value ($000) $2,155 Shares 5,174 Est. Cost $193.46 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.2%
Value ($000) $2,019 Shares 43,782 Est. Cost $43.49 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,526 Shares 2,993 Est. Cost $225.22 Unrealized +100.3%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $1,414 Shares 5,268 Est. Cost $186.49 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,152 Shares 6,105 Est. Cost $97.72 Unrealized +94.7%
IJS ISHARES S&P SMALLCAP 600 VALUE 0.1%
Value ($000) $1,071 Shares 10,466 Est. Cost $99.09 Unrealized
DIS DISNEY, WALT COMPANY 0.1%
Value ($000) $1,057 Shares 7,710 Est. Cost $103.89 Unrealized +35.9%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,011 Shares 6,359 Est. Cost $71.25 Unrealized
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $988 Shares 75,837 Est. Cost $9.70 Unrealized +43.7%
INTC INTEL CORPORATION 0.1%
Value ($000) $888 Shares 17,917 Est. Cost $27.88 Unrealized +65.6%
GOOG ALPHABET INC 0.1%
Value ($000) $888 Shares 318 Est. Cost $61.34 Unrealized +120.0%
SLYV SPDR S&P 600 SMALL CAP VALUE E 0.1%
Value ($000) $827 Shares 9,920 Est. Cost $83.69 Unrealized
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $765 Shares 5,807 Est. Cost $91.50 Unrealized +45.2%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $749 Shares 6,323 Est. Cost $83.89 Unrealized +37.5%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $705 Shares 2,452 Est. Cost $246.75 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $685 Shares 6,978 Est. Cost $48.60 Unrealized +79.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $666 Shares 4,863 Est. Cost $84.26 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value ($000) $649 Shares 1,127 Est. Cost $232.40 Unrealized +115.5%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $618 Shares 4,071 Est. Cost $66.61 Unrealized +121.2%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $608 Shares 2,671 Est. Cost $146.54 Unrealized +34.4%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $591 Shares 4,653 Est. Cost $39.65 Unrealized +170.4%
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $556 Shares 1,577 Est. Cost $223.67 Unrealized +44.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $540 Shares 4,582 Est. Cost $97.88 Unrealized +14.6%
VYM VANGUARD HIGH DIVIDEND YIELD E 0.0%
Value ($000) $536 Shares 4,777 Est. Cost $95.13 Unrealized
WMT WALMART INC 0.0%
Value ($000) $527 Shares 3,533 Est. Cost $20.00 Unrealized +122.9%
XLY CONSUMER DISC SELECT SECTOR SP 0.0%
Value ($000) $505 Shares 2,731 Est. Cost $122.14 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $485 Shares 3,059 Est. Cost $92.56 Unrealized +54.0%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $480 Shares 2,375 Est. Cost $91.64 Unrealized +132.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $478 Shares 4,822 Est. Cost $57.56 Unrealized +50.7%
DE DEERE & COMPANY 0.0%
Value ($000) $477 Shares 1,147 Est. Cost $329.78 Unrealized +10.1%
XLF FINANCIAL SELECT SECTOR SPDR E 0.0%
Value ($000) $475 Shares 12,404 Est. Cost $23.97 Unrealized
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $455 Shares 3,253 Est. Cost $98.49 Unrealized +44.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $436 Shares 738 Est. Cost $490.14 Unrealized +15.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $429 Shares 6,837 Est. Cost $36.91 Unrealized +58.9%
MA MASTERCARD INC 0.0%
Value ($000) $420 Shares 1,174 Est. Cost $226.28 Unrealized +55.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $419 Shares 1,427 Est. Cost $245.73 Unrealized 0.0%
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $408 Shares 4,937 Est. Cost $54.21 Unrealized +25.2%
HSY HERSHEY FOODS CORPORATION 0.0%
Value ($000) $393 Shares 1,813 Est. Cost $152.51 Unrealized +20.9%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $387 Shares 3,345 Est. Cost $83.10 Unrealized +59.8%
EOG E O G RESOURCES INC 0.0%
Value ($000) $383 Shares 3,213 Est. Cost $93.49 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $380 Shares 2,445 Est. Cost $120.88 Unrealized
AON AON PLC CL A 0.0%
Value ($000) $378 Shares 1,161 Est. Cost $265.31 Unrealized +6.6%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $371 Shares 3,323 Est. Cost $76.59 Unrealized +16.5%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $369 Shares 538 Est. Cost $37.03 Unrealized +20.6%
ENTG ENTEGRIS INC 0.0%
Value ($000) $365 Shares 2,782 Est. Cost $116.26 Unrealized +8.8%
USB U S BANCORP 0.0%
Value ($000) $359 Shares 6,753 Est. Cost $31.88 Unrealized +50.1%
CDW CDW CORPORATION 0.0%
Value ($000) $359 Shares 2,005 Est. Cost $146.19 Unrealized +19.2%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $352 Shares 3,080 Est. Cost $111.57 Unrealized +3.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $347 Shares 1,855 Est. Cost $85.61 Unrealized +100.7%
IYR ISHARES DOW JONES U S REAL EST 0.0%
Value ($000) $345 Shares 3,185 Est. Cost $75.20 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDING CO 0.0%
Value ($000) $345 Shares 3,927 Est. Cost $76.25 Unrealized 0.0%
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $344 Shares 941 Est. Cost $315.41 Unrealized +13.8%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $332 Shares 4,282 Est. Cost $59.15 Unrealized +29.2%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $318 Shares 734 Est. Cost $105.69 Unrealized -4.1%
MAS MASCO CORP 0.0%
Value ($000) $315 Shares 6,175 Est. Cost $34.07 Unrealized +61.9%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $315 Shares 675 Est. Cost $485.54 Unrealized -2.8%
V VISA INC 0.0%
Value ($000) $310 Shares 1,398 Est. Cost $223.66 Unrealized -6.1%
XLC COMMUNICATION SELECT SECTOR SP 0.0%
Value ($000) $307 Shares 4,465 Est. Cost $52.95 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $305 Shares 670 Est. Cost $524.65 Unrealized -8.3%
FDX FEDEX CORPORATION 0.0%
Value ($000) $303 Shares 1,308 Est. Cost $179.18 Unrealized +20.6%
GGG GRACO INC 0.0%
Value ($000) $295 Shares 4,231 Est. Cost $70.80 Unrealized -3.4%
IWD ISHARES RUSSELL 1000 VALUE IND 0.0%
Value ($000) $293 Shares 1,763 Est. Cost $133.38 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $293 Shares 1,172 Est. Cost $268.85 Unrealized -0.9%
NKE NIKE INC 0.0%
Value ($000) $285 Shares 2,116 Est. Cost $130.09 Unrealized +1.4%
LAD LITHIA MOTORS INC 0.0%
Value ($000) $283 Shares 943 Est. Cost $341.04 Unrealized -8.5%
EL LAUDER, ESTEE COS INC 0.0%
Value ($000) $282 Shares 1,036 Est. Cost $288.02 Unrealized -2.0%
XLE ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $281 Shares 3,672 Est. Cost $53.75 Unrealized
NVR NVR INC 0.0%
Value ($000) $281 Shares 63 Est. Cost $4929.89 Unrealized +3.4%
RH RH INC 0.0%
Value ($000) $280 Shares 860 Est. Cost $181.18 Unrealized +120.8%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $263 Shares 2,551 Est. Cost $76.58 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $262 Shares 1,738 Est. Cost $160.32 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $261 Shares 956 Est. Cost $27.36 Unrealized -8.5%
VMWARE INC 0.0%
Value ($000) $259 Shares 2,275 Est. Cost $148.03 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $255 Shares 2,800 Est. Cost $93.36 Unrealized -12.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $242 Shares 583 Est. Cost $363.79 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $238 Shares 850 Est. Cost $175.54 Unrealized +52.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $236 Shares 2,512 Est. Cost $59.28 Unrealized +39.7%
FMC F M C CORP 0.0%
Value ($000) $227 Shares 1,725 Est. Cost $102.48 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $226 Shares 826 Est. Cost $214.98 Unrealized +7.3%
LLY LILLY, ELI AND COMPANY 0.0%
Value ($000) $225 Shares 785 Est. Cost $243.85 Unrealized +1.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $205 Shares 2,045 Est. Cost $79.66 Unrealized 0.0%
KO COCA-COLA COMPANY 0.0%
Value ($000) $202 Shares 3,256 Est. Cost $49.18 Unrealized +9.9%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $202 Shares 1,868 Est. Cost $113.01 Unrealized
AMEDISYS INC 0.0%
Value ($000) $201 Shares 1,165 Est. Cost $161.62 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD 0.0%
Value ($000) $200 Shares 5,825 Est. Cost $35.32 Unrealized
PNC P N C FINANCIAL CORP 0.0%
Value ($000) $200 Shares 1,083 Est. Cost $62.47 Unrealized +178.7%