WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 12, 2019

Total Value ($000): $422,351 (99.9% shares, 0.1% debt)

Holdings (177)

LLY LILLY ELI & CO 9.0%
Value ($000) $37,883 Shares 327,370 Est. Cost $43.10 Unrealized +135.2%
NFLX NETFLIX INC 6.3%
Value ($000) $26,578 Shares 99,299 Est. Cost $8.00 Unrealized +274.3%
AMZN AMAZON COM INC 5.8%
Value ($000) $24,287 Shares 16,170 Est. Cost $36.57 Unrealized +127.3%
AAPL APPLE INC 5.4%
Value ($000) $22,862 Shares 144,934 Est. Cost $26.10 Unrealized +76.3%
CGW INVESCO EXCHNG TRADED FD TR 3.2%
Value ($000) $13,361 Shares 429,058 Est. Cost $34.82 Unrealized
XBI SPDR SERIES TRUST 2.5%
Value ($000) $10,750 Shares 149,819 Est. Cost $80.53 Unrealized
ADBE ADOBE INC 2.5%
Value ($000) $10,740 Shares 47,470 Est. Cost $46.71 Unrealized +416.8%
HD HOME DEPOT INC 2.4%
Value ($000) $9,977 Shares 58,065 Est. Cost $69.14 Unrealized +117.5%
SBUX STARBUCKS CORP 2.3%
Value ($000) $9,591 Shares 148,925 Est. Cost $33.42 Unrealized +60.5%
MSFT MICROSOFT CORP 2.1%
Value ($000) $8,893 Shares 87,556 Est. Cost $47.80 Unrealized +109.2%
PYPL PAYPAL HLDGS INC 1.8%
Value ($000) $7,607 Shares 90,458 Est. Cost $47.61 Unrealized +74.6%
WM WASTE MGMT INC DEL 1.7%
Value ($000) $7,056 Shares 79,294 Est. Cost $32.11 Unrealized +148.1%
T AT&T INC 1.6%
Value ($000) $6,947 Shares 243,405 Est. Cost $12.86 Unrealized +9.1%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $6,693 Shares 51,863 Est. Cost $66.83 Unrealized +70.8%
GOOGL ALPHABET INC 1.4%
Value ($000) $5,856 Shares 5,604 Est. Cost $41.35 Unrealized +29.7%
DIS DISNEY WALT CO 1.4%
Value ($000) $5,816 Shares 53,038 Est. Cost $91.65 Unrealized +19.0%
ITOT ISHARES TR 1.4%
Value ($000) $5,733 Shares 100,997 Est. Cost $63.13 Unrealized
BA BOEING CO 1.2%
Value ($000) $5,046 Shares 15,647 Est. Cost $143.66 Unrealized +133.2%
IWR ISHARES TR 1.2%
Value ($000) $4,907 Shares 105,564 Est. Cost $72.88 Unrealized
REALITY SHS ETF TR 1.2%
Value ($000) $4,869 Shares 250,996 Est. Cost $22.59 Unrealized
INTC INTEL CORP 1.1%
Value ($000) $4,564 Shares 97,248 Est. Cost $21.82 Unrealized +84.2%
V VISA INC 1.0%
Value ($000) $4,123 Shares 31,252 Est. Cost $111.24 Unrealized +18.1%
GD GENERAL DYNAMICS CORP 1.0%
Value ($000) $4,037 Shares 25,676 Est. Cost $136.62 Unrealized +11.3%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $4,034 Shares 71,755 Est. Cost $30.56 Unrealized +26.4%
CSCO CISCO SYS INC 0.9%
Value ($000) $3,936 Shares 90,839 Est. Cost $17.54 Unrealized +110.4%
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $3,757 Shares 32,978 Est. Cost $78.49 Unrealized +10.1%
HRL HORMEL FOODS CORP 0.8%
Value ($000) $3,437 Shares 80,535 Est. Cost $24.42 Unrealized +46.2%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $3,424 Shares 37,245 Est. Cost $61.27 Unrealized +22.0%
QCOM QUALCOMM INC 0.8%
Value ($000) $3,283 Shares 57,685 Est. Cost $45.42 Unrealized +11.9%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $3,051 Shares 12,246 Est. Cost $230.38 Unrealized +2.0%
ADM ARCHER DANIELS MIDLAND CO 0.7%
Value ($000) $2,960 Shares 72,255 Est. Cost $30.37 Unrealized +24.2%
ROYAL DUTCH SHELL PLC 0.7%
Value ($000) $2,888 Shares 49,568 Est. Cost $60.51 Unrealized
TOTAL S A 0.7%
Value ($000) $2,833 Shares 54,300 Est. Cost $50.70 Unrealized
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $2,805 Shares 18,643 Est. Cost $132.39 Unrealized +10.5%
NKE NIKE INC 0.7%
Value ($000) $2,751 Shares 37,112 Est. Cost $48.83 Unrealized +39.6%
META FACEBOOK INC 0.6%
Value ($000) $2,686 Shares 20,493 Est. Cost $94.54 Unrealized +52.2%
MMM 3M CO 0.6%
Value ($000) $2,605 Shares 13,673 Est. Cost $78.84 Unrealized +62.7%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $2,419 Shares 11,873 Est. Cost $95.27 Unrealized +112.0%
HAL HALLIBURTON CO 0.6%
Value ($000) $2,413 Shares 90,800 Est. Cost $37.62 Unrealized -22.5%
EFAV ISHARES TR 0.6%
Value ($000) $2,346 Shares 35,198 Est. Cost $65.24 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $2,341 Shares 8,941 Est. Cost $172.79 Unrealized +44.7%
RAYTHEON CO 0.5%
Value ($000) $2,284 Shares 14,897 Est. Cost $179.62 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $2,283 Shares 31,559 Est. Cost $36.51 Unrealized +70.2%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,189 Shares 25,303 Est. Cost $47.60 Unrealized
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $2,126 Shares 28,682 Est. Cost $62.33 Unrealized +16.3%
INGERSOLL-RAND PLC 0.5%
Value ($000) $2,118 Shares 23,219 Est. Cost $55.52 Unrealized
TOTL SSGA ACTIVE ETF TR 0.5%
Value ($000) $2,101 Shares 44,358 Est. Cost $49.02 Unrealized
CYBERARK SOFTWARE LTD 0.5%
Value ($000) $2,085 Shares 28,120 Est. Cost $76.40 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $2,082 Shares 2,010 Est. Cost $40.14 Unrealized +32.4%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $2,073 Shares 34,832 Est. Cost $44.38 Unrealized +19.2%
ENZL ISHARES TR 0.5%
Value ($000) $2,072 Shares 45,031 Est. Cost $46.61 Unrealized
IP INTL PAPER CO 0.5%
Value ($000) $2,065 Shares 51,170 Est. Cost $35.26 Unrealized -13.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,062 Shares 10,097 Est. Cost $149.40 Unrealized +39.8%
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,051 Shares 31,306 Est. Cost $53.17 Unrealized +11.7%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,902 Shares 16,736 Est. Cost $110.68 Unrealized -20.5%
IXUS ISHARES TR 0.4%
Value ($000) $1,781 Shares 33,897 Est. Cost $59.56 Unrealized
BAX BAXTER INTL INC 0.4%
Value ($000) $1,767 Shares 26,845 Est. Cost $31.05 Unrealized +89.8%
NTR NUTRIEN LTD 0.4%
Value ($000) $1,735 Shares 36,907 Est. Cost $38.37 Unrealized +6.5%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $1,730 Shares 11,567 Est. Cost $68.20 Unrealized +108.7%
TGT TARGET CORP 0.4%
Value ($000) $1,728 Shares 26,148 Est. Cost $43.51 Unrealized +45.4%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,698 Shares 15,605 Est. Cost $65.54 Unrealized +29.3%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,676 Shares 26,884 Est. Cost $42.18 Unrealized +26.6%
SAP SAP SE 0.4%
Value ($000) $1,600 Shares 16,075 Est. Cost $73.62 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,525 Shares 15,622 Est. Cost $41.79 Unrealized +109.4%
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $1,492 Shares 11,745 Est. Cost $63.45 Unrealized +75.7%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,472 Shares 21,582 Est. Cost $53.72 Unrealized +5.0%
TSN TYSON FOODS INC 0.3%
Value ($000) $1,359 Shares 25,457 Est. Cost $50.32 Unrealized -4.6%
SYMANTEC CORP 0.3%
Value ($000) $1,347 Shares 71,264 Est. Cost $31.96 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,339 Shares 7,541 Est. Cost $77.59 Unrealized +93.4%
PFE PFIZER INC 0.3%
Value ($000) $1,335 Shares 30,573 Est. Cost $17.94 Unrealized +67.4%
MCK MCKESSON CORP 0.3%
Value ($000) $1,327 Shares 12,010 Est. Cost $107.07 Unrealized +10.3%
WMT WALMART INC 0.3%
Value ($000) $1,283 Shares 13,779 Est. Cost $21.91 Unrealized +31.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,278 Shares 37,545 Est. Cost $25.52 Unrealized +19.2%
PFF ISHARES TR 0.3%
Value ($000) $1,275 Shares 37,239 Est. Cost $39.28 Unrealized
BLACKROCK INC 0.3%
Value ($000) $1,269 Shares 3,230 Est. Cost $385.56 Unrealized
ALL ALLSTATE CORP 0.3%
Value ($000) $1,260 Shares 15,255 Est. Cost $49.75 Unrealized +52.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,253 Shares 6,651 Est. Cost $23.81 Unrealized +30.9%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,234 Shares 8,752 Est. Cost $119.02 Unrealized +20.0%
ORCL ORACLE CORP 0.3%
Value ($000) $1,189 Shares 26,326 Est. Cost $38.34 Unrealized +12.6%
IJH ISHARES TR 0.3%
Value ($000) $1,184 Shares 7,133 Est. Cost $138.04 Unrealized
AWR AMERICAN STS WTR CO 0.3%
Value ($000) $1,179 Shares 17,580 Est. Cost $34.06 Unrealized +64.8%
GSY INVESCO ACTIVELY MANAGD ETF 0.3%
Value ($000) $1,166 Shares 23,291 Est. Cost $50.23 Unrealized
MINT PIMCO ETF TR 0.3%
Value ($000) $1,155 Shares 11,446 Est. Cost $101.03 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,153 Shares 25,019 Est. Cost $35.08 Unrealized +19.8%
DEO DIAGEO P L C 0.3%
Value ($000) $1,150 Shares 8,112 Est. Cost $114.70 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,131 Shares 8,560 Est. Cost $94.43 Unrealized +24.6%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,131 Shares 2,875 Est. Cost $54.79 Unrealized +131.0%
DE DEERE & CO 0.3%
Value ($000) $1,115 Shares 7,477 Est. Cost $71.96 Unrealized +83.1%
CSX CSX CORP 0.3%
Value ($000) $1,064 Shares 17,120 Est. Cost $7.98 Unrealized +161.7%
FHLC FIDELITY 0.3%
Value ($000) $1,059 Shares 25,624 Est. Cost $35.46 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,018 Shares 21,501 Est. Cost $28.14 Unrealized +36.5%
IVV ISHARES TR 0.2%
Value ($000) $1,015 Shares 4,034 Est. Cost $234.25 Unrealized
UNILEVER PLC 0.2%
Value ($000) $1,000 Shares 19,144 Est. Cost $53.43 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $995 Shares 14,749 Est. Cost $61.81 Unrealized +3.4%
JPST JP MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $973 Shares 19,407 Est. Cost $50.16 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $940 Shares 5,828 Est. Cost $130.74 Unrealized +42.2%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $921 Shares 3,685 Est. Cost $193.77 Unrealized
DXCM DEXCOM INC 0.2%
Value ($000) $902 Shares 7,533 Est. Cost $18.57 Unrealized +70.8%
DVY ISHARES TR 0.2%
Value ($000) $847 Shares 9,480 Est. Cost $64.42 Unrealized
NUVASIVE INC 0.2%
Value ($000) $819 Shares 16,518 Est. Cost $30.23 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $816 Shares 28,935 Est. Cost $31.80 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $798 Shares 8,652 Est. Cost $32.16 Unrealized +101.5%
WIP SPDR SERIES TRUST 0.2%
Value ($000) $790 Shares 15,189 Est. Cost $50.30 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $780 Shares 15,483 Est. Cost $50.88 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $775 Shares 102,354 Est. Cost $24.61 Unrealized
GLW CORNING INC 0.2%
Value ($000) $772 Shares 25,561 Est. Cost $15.66 Unrealized +67.1%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $761 Shares 6,274 Est. Cost $118.34 Unrealized
ALLE ALLEGION PUB LTD CO 0.2%
Value ($000) $741 Shares 9,296 Est. Cost $38.52 Unrealized +104.8%
ALK ALASKA AIR GROUP INC 0.2%
Value ($000) $712 Shares 11,702 Est. Cost $64.49 Unrealized -2.7%
PSX PHILLIPS 66 0.2%
Value ($000) $708 Shares 8,214 Est. Cost $42.37 Unrealized +72.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $681 Shares 7,488 Est. Cost $59.21 Unrealized +30.3%
AMGN AMGEN INC 0.2%
Value ($000) $665 Shares 3,414 Est. Cost $116.60 Unrealized +34.5%
IWB ISHARES TR 0.2%
Value ($000) $664 Shares 4,790 Est. Cost $93.09 Unrealized
JACOBS ENGR GROUP INC DEL 0.2%
Value ($000) $657 Shares 11,239 Est. Cost $52.99 Unrealized
DOWDUPONT INC 0.2%
Value ($000) $655 Shares 12,244 Est. Cost $64.85 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $645 Shares 62,597 Est. Cost $24.68 Unrealized -56.8%
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $645 Shares 6,350 Est. Cost $112.53 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $643 Shares 8,153 Est. Cost $79.68 Unrealized +11.9%
SNY SANOFI 0.1%
Value ($000) $618 Shares 14,245 Est. Cost $41.24 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $611 Shares 10,192 Est. Cost $61.56 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $598 Shares 3,782 Est. Cost $109.77 Unrealized +18.0%
MRK MERCK & CO INC 0.1%
Value ($000) $596 Shares 7,806 Est. Cost $32.95 Unrealized +71.5%
ACWI ISHARES TR 0.1%
Value ($000) $574 Shares 8,940 Est. Cost $57.83 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $547 Shares 5,105 Est. Cost $73.64 Unrealized +22.2%
NOW SERVICENOW INC 0.1%
Value ($000) $542 Shares 3,045 Est. Cost $18.51 Unrealized +91.7%
TSLA TESLA INC 0.1%
Value ($000) $539 Shares 1,620 Est. Cost $11.72 Unrealized +83.6%
IWD ISHARES TR 0.1%
Value ($000) $522 Shares 4,702 Est. Cost $93.11 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $510 Shares 7,914 Est. Cost $66.03 Unrealized
SHIRE PLC 0.1%
Value ($000) $495 Shares 2,847 Est. Cost $184.07 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $486 Shares 3,153 Est. Cost $171.99 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $474 Shares 9,505 Est. Cost $50.08 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $468 Shares 2,463 Est. Cost $190.77 Unrealized 0.0%
SRE SEMPRA ENERGY 0.1%
Value ($000) $440 Shares 4,068 Est. Cost $27.85 Unrealized +62.3%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $421 Shares 6,140 Est. Cost $59.71 Unrealized +22.3%
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $415 Shares 7,392 Est. Cost $80.63 Unrealized -36.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $414 Shares 16,851 Est. Cost $44.59 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $397 Shares 4,067 Est. Cost $57.93 Unrealized +41.7%
USMV ISHARES TR 0.1%
Value ($000) $378 Shares 7,214 Est. Cost $45.04 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $376 Shares 15,270 Est. Cost $17.04 Unrealized +33.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $371 Shares 10,296 Est. Cost $54.33 Unrealized -26.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $363 Shares 3,404 Est. Cost $118.83 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $354 Shares 7,937 Est. Cost $41.85 Unrealized +0.9%
IGE ISHARES TR 0.1%
Value ($000) $343 Shares 12,624 Est. Cost $38.24 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $341 Shares 2,501 Est. Cost $80.02 Unrealized
ITRI ITRON INC 0.1%
Value ($000) $339 Shares 7,166 Est. Cost $42.64 Unrealized +23.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $336 Shares 5,036 Est. Cost $51.16 Unrealized +12.0%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $326 Shares 4,427 Est. Cost $38.66 Unrealized +77.8%
IWF ISHARES TR 0.1%
Value ($000) $326 Shares 2,494 Est. Cost $122.86 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $321 Shares 1,588 Est. Cost $117.31 Unrealized +29.5%
CYRUSONE INC 0.1%
Value ($000) $320 Shares 6,045 Est. Cost $44.67 Unrealized
FLR FLUOR CORP NEW 0.1%
Value ($000) $318 Shares 9,883 Est. Cost $53.56 Unrealized -23.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $307 Shares 5,144 Est. Cost $44.74 Unrealized +27.4%
INDIA FD INC 0.1%
Value ($000) $304 Shares 15,005 Est. Cost $19.16 Unrealized
HMC HONDA MOTOR LTD 0.1%
Value ($000) $301 Shares 11,397 Est. Cost $32.23 Unrealized
NVS NOVARTIS A G 0.1%
Value ($000) $297 Shares 3,457 Est. Cost $85.14 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $275 Shares 6,955 Est. Cost $31.31 Unrealized +31.0%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $274 Shares 2,532 Est. Cost $77.43 Unrealized +27.4%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $272 Shares 5,857 Est. Cost $22.34 Unrealized +116.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $269 Shares 1,965 Est. Cost $152.79 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $268 Shares 1,544 Est. Cost $28.19 Unrealized +30.1%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $266 Shares 12,464 Est. Cost $17.95 Unrealized +35.5%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $255 Shares 4,230 Est. Cost $17.31 Unrealized +203.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $253 Shares 5,121 Est. Cost $29.16 Unrealized +13.6%
ALLERGAN PLC 0.1%
Value ($000) $252 Shares 1,885 Est. Cost $214.36 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $245 Shares 4,716 Est. Cost $40.78 Unrealized +0.5%
BB&T CORP 0.1%
Value ($000) $238 Shares 5,501 Est. Cost $47.08 Unrealized
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $236 Shares 137 Est. Cost $1933.58 Unrealized -6.7%
CMA COMERICA INC 0.1%
Value ($000) $232 Shares 3,375 Est. Cost $66.87 Unrealized -15.5%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $225 Shares 1,325 Est. Cost $168.43 Unrealized 0.0%
RYN RAYONIER INC 0.1%
Value ($000) $224 Shares 8,089 Est. Cost $35.51 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $213 Shares 3,355 Est. Cost $65.14 Unrealized -3.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $212 Shares 3,097 Est. Cost $72.53 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $212 Shares 2,116 Est. Cost $95.66 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $209 Shares 1,965 Est. Cost $110.84 Unrealized
INTU INTUIT 0.0%
Value ($000) $208 Shares 1,057 Est. Cost $182.24 Unrealized +8.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $207 Shares 1,576 Est. Cost $121.16 Unrealized 0.0%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $203 Shares 10,898 Est. Cost $33.44 Unrealized -57.6%