WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 18, 2022

Total Value ($000): $718,092 (100.0% shares, 0.0% debt)

Holdings (181)

LLY LILLY ELI & CO 13.5%
Value ($000) $96,764 Shares 298,444 Est. Cost $43.10 Unrealized +574.9%
AAPL APPLE INC 8.5%
Value ($000) $60,869 Shares 445,208 Est. Cost $85.24 Unrealized +74.4%
MSFT MICROSOFT CORP 4.2%
Value ($000) $29,855 Shares 116,246 Est. Cost $67.67 Unrealized +289.3%
AMZN AMAZON COM INC 3.7%
Value ($000) $26,787 Shares 252,210 Est. Cost $120.59 Unrealized +3.8%
JMST J P MORGAN EXCHANGE TRADED F 3.4%
Value ($000) $24,592 Shares 485,538 Est. Cost $51.00 Unrealized
CGW INVESCO EXCH TRADED FD TR II 3.0%
Value ($000) $21,280 Shares 482,102 Est. Cost $36.75 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 2.7%
Value ($000) $19,060 Shares 380,515 Est. Cost $50.44 Unrealized
TOTL SSGA ACTIVE ETF TR 2.5%
Value ($000) $17,718 Shares 420,047 Est. Cost $47.84 Unrealized
WM WASTE MGMT INC DEL 2.3%
Value ($000) $16,663 Shares 108,925 Est. Cost $53.76 Unrealized +175.2%
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $14,613 Shares 30,490 Est. Cost $197.81 Unrealized +145.1%
XBI SPDR SER TR 2.0%
Value ($000) $14,135 Shares 190,317 Est. Cost $87.10 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.7%
Value ($000) $12,396 Shares 33,862 Est. Cost $46.71 Unrealized +771.3%
HD HOME DEPOT INC 1.7%
Value ($000) $12,040 Shares 43,897 Est. Cost $69.14 Unrealized +289.1%
GOOGL ALPHABET INC 1.6%
Value ($000) $11,341 Shares 5,204 Est. Cost $41.83 Unrealized +179.3%
ITOT ISHARES TR 1.5%
Value ($000) $11,114 Shares 132,655 Est. Cost $66.33 Unrealized
NFLX NETFLIX INC 1.4%
Value ($000) $10,159 Shares 58,097 Est. Cost $8.00 Unrealized +177.3%
SBUX STARBUCKS CORP 1.4%
Value ($000) $9,824 Shares 128,602 Est. Cost $33.42 Unrealized +110.6%
VIGI VANGUARD WHITEHALL FDS 1.4%
Value ($000) $9,822 Shares 143,154 Est. Cost $79.16 Unrealized
V VISA INC 1.3%
Value ($000) $9,616 Shares 48,840 Est. Cost $136.50 Unrealized +47.3%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $8,939 Shares 50,359 Est. Cost $73.48 Unrealized +117.7%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $8,579 Shares 16,703 Est. Cost $230.16 Unrealized +104.7%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $8,293 Shares 57,672 Est. Cost $81.38 Unrealized +68.7%
CYBERARK SOFTWARE LTD 1.2%
Value ($000) $8,286 Shares 64,755 Est. Cost $95.67 Unrealized
DIS DISNEY WALT CO 1.1%
Value ($000) $8,026 Shares 85,016 Est. Cost $108.86 Unrealized -0.4%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $6,980 Shares 16,235 Est. Cost $247.37 Unrealized +60.8%
FHLC FIDELITY COVINGTON TRUST 1.0%
Value ($000) $6,907 Shares 113,846 Est. Cost $56.82 Unrealized
FTNT FORTINET INC 0.9%
Value ($000) $6,534 Shares 115,490 Est. Cost $54.32 Unrealized +9.3%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $6,233 Shares 122,826 Est. Cost $36.08 Unrealized +11.2%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $5,843 Shares 26,264 Est. Cost $135.58 Unrealized +57.4%
COP CONOCOPHILLIPS 0.8%
Value ($000) $5,494 Shares 61,171 Est. Cost $48.05 Unrealized +87.2%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $5,381 Shares 77,051 Est. Cost $53.21 Unrealized +62.7%
DGX QUEST DIAGNOSTICS INC 0.7%
Value ($000) $5,238 Shares 39,390 Est. Cost $127.20 Unrealized -0.2%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $4,659 Shares 60,146 Est. Cost $68.18 Unrealized +1.0%
IXUS ISHARES TR 0.6%
Value ($000) $4,328 Shares 75,884 Est. Cost $61.41 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $4,118 Shares 65,030 Est. Cost $41.53 Unrealized +36.7%
ADM ARCHER DANIELS MIDLAND CO 0.6%
Value ($000) $4,063 Shares 52,356 Est. Cost $30.37 Unrealized +158.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $3,757 Shares 25,952 Est. Cost $68.70 Unrealized +107.7%
T AT&T INC 0.5%
Value ($000) $3,732 Shares 178,073 Est. Cost $13.28 Unrealized +22.8%
ASML ASML HOLDING N V 0.5%
Value ($000) $3,474 Shares 7,301 Est. Cost $495.43 Unrealized
EQIX EQUINIX INC 0.5%
Value ($000) $3,472 Shares 5,285 Est. Cost $723.36 Unrealized -11.1%
GLD SPDR GOLD TR 0.5%
Value ($000) $3,469 Shares 20,594 Est. Cost $142.84 Unrealized
SHEL SHELL PLC 0.5%
Value ($000) $3,463 Shares 66,236 Est. Cost $54.93 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $3,431 Shares 5,095 Est. Cost $107.92 Unrealized +152.9%
QCOM QUALCOMM INC 0.5%
Value ($000) $3,255 Shares 25,483 Est. Cost $46.45 Unrealized +168.9%
ABT ABBOTT LABS 0.5%
Value ($000) $3,238 Shares 29,802 Est. Cost $42.61 Unrealized +149.0%
NKE NIKE INC 0.4%
Value ($000) $3,115 Shares 30,392 Est. Cost $48.83 Unrealized +127.9%
GOOG ALPHABET INC 0.4%
Value ($000) $3,095 Shares 1,415 Est. Cost $41.67 Unrealized +181.4%
NTR NUTRIEN LTD 0.4%
Value ($000) $3,065 Shares 38,415 Est. Cost $45.69 Unrealized +89.2%
TGT TARGET CORP 0.4%
Value ($000) $2,961 Shares 20,966 Est. Cost $46.46 Unrealized +266.3%
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $2,951 Shares 14,808 Est. Cost $132.39 Unrealized +60.0%
HRL HORMEL FOODS CORP 0.4%
Value ($000) $2,852 Shares 60,220 Est. Cost $24.42 Unrealized +81.9%
GSY INVESCO ACTIVELY MANAGED ETF 0.4%
Value ($000) $2,788 Shares 56,276 Est. Cost $50.34 Unrealized
TOTALENERGIES SE 0.4%
Value ($000) $2,788 Shares 52,323 Est. Cost $46.17 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,781 Shares 21,687 Est. Cost $49.28 Unrealized
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $2,618 Shares 20,165 Est. Cost $129.96 Unrealized -6.9%
INTC INTEL CORP 0.4%
Value ($000) $2,602 Shares 69,554 Est. Cost $23.66 Unrealized +71.7%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $2,582 Shares 18,945 Est. Cost $78.49 Unrealized +46.2%
MCK MCKESSON CORP 0.3%
Value ($000) $2,497 Shares 7,644 Est. Cost $107.07 Unrealized +193.3%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,418 Shares 4,896 Est. Cost $24.48 Unrealized +262.3%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,396 Shares 15,804 Est. Cost $17.88 Unrealized +5.4%
DE DEERE & CO 0.3%
Value ($000) $2,392 Shares 7,957 Est. Cost $201.01 Unrealized +74.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,380 Shares 55,821 Est. Cost $17.54 Unrealized +144.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,369 Shares 24,651 Est. Cost $54.61 Unrealized +62.1%
IVV ISHARES TR 0.3%
Value ($000) $2,299 Shares 6,063 Est. Cost $261.01 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $2,274 Shares 28,370 Est. Cost $44.38 Unrealized +61.8%
NOW SERVICENOW INC 0.3%
Value ($000) $2,258 Shares 4,749 Est. Cost $44.11 Unrealized +116.1%
META META PLATFORMS INC 0.3%
Value ($000) $2,239 Shares 13,884 Est. Cost $94.54 Unrealized +102.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,181 Shares 7,987 Est. Cost $155.10 Unrealized +102.3%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,175 Shares 23,469 Est. Cost $53.17 Unrealized +61.6%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $2,070 Shares 32,045 Est. Cost $37.43 Unrealized -10.2%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $2,031 Shares 15,637 Est. Cost $93.73 Unrealized +41.1%
PFE PFIZER INC 0.3%
Value ($000) $1,868 Shares 35,626 Est. Cost $22.34 Unrealized +88.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,858 Shares 6,693 Est. Cost $120.12 Unrealized +136.9%
DXCM DEXCOM INC 0.3%
Value ($000) $1,842 Shares 24,716 Est. Cost $71.84 Unrealized +27.0%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,736 Shares 7,640 Est. Cost $68.20 Unrealized +232.1%
ENZL ISHARES TR 0.2%
Value ($000) $1,720 Shares 38,676 Est. Cost $46.53 Unrealized
UNILEVER PLC 0.2%
Value ($000) $1,655 Shares 36,104 Est. Cost $52.44 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $1,639 Shares 25,341 Est. Cost $72.88 Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $1,631 Shares 18,951 Est. Cost $52.27 Unrealized +51.8%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,627 Shares 7,265 Est. Cost $193.38 Unrealized +28.3%
WMT WALMART INC 0.2%
Value ($000) $1,567 Shares 12,888 Est. Cost $23.07 Unrealized +90.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,501 Shares 13,333 Est. Cost $45.90 Unrealized +146.2%
BA BOEING CO 0.2%
Value ($000) $1,475 Shares 10,785 Est. Cost $154.23 Unrealized -4.4%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,448 Shares 8,101 Est. Cost $104.86 Unrealized +88.2%
FDX FEDEX CORP 0.2%
Value ($000) $1,433 Shares 6,290 Est. Cost $166.05 Unrealized +18.5%
WESTROCK CO 0.2%
Value ($000) $1,431 Shares 35,909 Est. Cost $40.18 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,428 Shares 9,321 Est. Cost $38.32 Unrealized +250.0%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $1,423 Shares 34,026 Est. Cost $35.01 Unrealized +12.3%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,421 Shares 11,140 Est. Cost $49.75 Unrealized +141.2%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,407 Shares 8,094 Est. Cost $99.29 Unrealized +67.5%
GLW CORNING INC 0.2%
Value ($000) $1,390 Shares 44,104 Est. Cost $23.21 Unrealized +33.8%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,351 Shares 11,371 Est. Cost $61.81 Unrealized +93.9%
DEO DIAGEO PLC 0.2%
Value ($000) $1,347 Shares 7,737 Est. Cost $116.98 Unrealized
SAP SAP SE 0.2%
Value ($000) $1,228 Shares 13,539 Est. Cost $73.62 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,151 Shares 4,663 Est. Cost $77.59 Unrealized +191.7%
BLACKROCK INC 0.2%
Value ($000) $1,147 Shares 1,883 Est. Cost $387.51 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,146 Shares 39,180 Est. Cost $24.68 Unrealized +53.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,143 Shares 13,351 Est. Cost $53.40 Unrealized +49.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,132 Shares 28,851 Est. Cost $26.11 Unrealized +46.9%
DOCU DOCUSIGN INC 0.2%
Value ($000) $1,128 Shares 19,665 Est. Cost $157.61 Unrealized -48.6%
MMM 3M CO 0.2%
Value ($000) $1,126 Shares 8,701 Est. Cost $80.46 Unrealized +30.7%
CSX CSX CORP 0.2%
Value ($000) $1,123 Shares 38,660 Est. Cost $23.24 Unrealized +33.1%
BAX BAXTER INTL INC 0.2%
Value ($000) $1,117 Shares 17,317 Est. Cost $31.05 Unrealized +113.9%
AWR AMER STATES WTR CO 0.2%
Value ($000) $1,097 Shares 13,456 Est. Cost $34.06 Unrealized +118.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,075 Shares 7,614 Est. Cost $110.37 Unrealized +6.5%
INTU INTUIT 0.1%
Value ($000) $1,043 Shares 2,705 Est. Cost $222.24 Unrealized +82.0%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,042 Shares 22,534 Est. Cost $31.80 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $982 Shares 2,297 Est. Cost $88.37 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $968 Shares 3,069 Est. Cost $257.18 Unrealized +31.2%
BLCN SIREN ETF TR 0.1%
Value ($000) $902 Shares 35,528 Est. Cost $40.75 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $833 Shares 25,321 Est. Cost $39.07 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $829 Shares 4,975 Est. Cost $135.27 Unrealized +10.7%
ORCL ORACLE CORP 0.1%
Value ($000) $821 Shares 11,758 Est. Cost $38.78 Unrealized +80.1%
IJH ISHARES TR 0.1%
Value ($000) $815 Shares 3,602 Est. Cost $150.79 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $802 Shares 6,812 Est. Cost $66.22 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $766 Shares 3,150 Est. Cost $123.06 Unrealized +77.6%
MRK MERCK & CO INC 0.1%
Value ($000) $739 Shares 8,040 Est. Cost $43.13 Unrealized +83.6%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $717 Shares 5,890 Est. Cost $80.90 Unrealized +54.5%
CZFS CITIZENS FINANCIAL SERVS INC 0.1%
Value ($000) $669 Shares 9,562 Est. Cost $58.46 Unrealized 0.0%
IDXX IDEXX LABS INC 0.1%
Value ($000) $667 Shares 1,902 Est. Cost $658.55 Unrealized -38.1%
HSY HERSHEY CO 0.1%
Value ($000) $655 Shares 3,045 Est. Cost $73.64 Unrealized +169.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $655 Shares 1,730 Est. Cost $219.98 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $636 Shares 20,295 Est. Cost $37.62 Unrealized -8.3%
IR INGERSOLL RAND INC 0.1%
Value ($000) $584 Shares 13,874 Est. Cost $31.60 Unrealized +43.5%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $572 Shares 2,227 Est. Cost $109.77 Unrealized +102.4%
NUVASIVE INC 0.1%
Value ($000) $571 Shares 11,611 Est. Cost $30.23 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $569 Shares 5,811 Est. Cost $38.52 Unrealized +168.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $559 Shares 6,183 Est. Cost $59.81 Unrealized +51.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $558 Shares 1,988 Est. Cost $171.99 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $542 Shares 5,468 Est. Cost $101.50 Unrealized
SNY SANOFI 0.1%
Value ($000) $527 Shares 10,528 Est. Cost $41.57 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $526 Shares 2,145 Est. Cost $78.59 Unrealized +178.7%
IWB ISHARES TR 0.1%
Value ($000) $516 Shares 2,484 Est. Cost $93.09 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $516 Shares 13,172 Est. Cost $37.22 Unrealized +7.4%
IWF ISHARES TR 0.1%
Value ($000) $514 Shares 2,348 Est. Cost $162.26 Unrealized
CE CELANESE CORP DEL 0.1%
Value ($000) $510 Shares 4,333 Est. Cost $141.80 Unrealized -4.8%
GEN NORTONLIFELOCK INC 0.1%
Value ($000) $500 Shares 22,756 Est. Cost $12.38 Unrealized +83.7%
IWD ISHARES TR 0.1%
Value ($000) $498 Shares 3,438 Est. Cost $93.11 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $492 Shares 2,694 Est. Cost $58.40 Unrealized +162.6%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $473 Shares 35,258 Est. Cost $18.55 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $472 Shares 5,757 Est. Cost $43.76 Unrealized +85.0%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $468 Shares 9,506 Est. Cost $50.08 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $451 Shares 1,296 Est. Cost $270.77 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $435 Shares 12,045 Est. Cost $40.87 Unrealized -2.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $420 Shares 5,412 Est. Cost $45.26 Unrealized +43.5%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $417 Shares 9,435 Est. Cost $57.99 Unrealized
ATLASSIAN CORP PLC 0.1%
Value ($000) $406 Shares 2,165 Est. Cost $184.01 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $401 Shares 1,915 Est. Cost $130.67 Unrealized +62.6%
CI CIGNA CORP NEW 0.1%
Value ($000) $385 Shares 1,461 Est. Cost $190.77 Unrealized +26.5%
SRE SEMPRA 0.1%
Value ($000) $383 Shares 2,552 Est. Cost $30.30 Unrealized +135.4%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $378 Shares 42,174 Est. Cost $11.31 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $376 Shares 4,300 Est. Cost $66.03 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $358 Shares 3,961 Est. Cost $194.78 Unrealized -44.6%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $343 Shares 2,313 Est. Cost $112.53 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $326 Shares 3,038 Est. Cost $72.76 Unrealized +31.1%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $324 Shares 9,464 Est. Cost $17.95 Unrealized +59.1%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $306 Shares 1,301 Est. Cost $215.89 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $297 Shares 547 Est. Cost $339.73 Unrealized +60.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $295 Shares 1,564 Est. Cost $163.86 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $291 Shares 3,509 Est. Cost $84.64 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $290 Shares 3,644 Est. Cost $45.31 Unrealized +80.7%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $289 Shares 3,727 Est. Cost $86.40 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $288 Shares 3,025 Est. Cost $135.43 Unrealized -18.8%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $287 Shares 7,037 Est. Cost $42.12 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $286 Shares 4,055 Est. Cost $43.67 Unrealized +60.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $278 Shares 2,284 Est. Cost $117.77 Unrealized +9.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $268 Shares 6,694 Est. Cost $63.42 Unrealized -23.0%
NVS NOVARTIS AG 0.0%
Value ($000) $266 Shares 3,142 Est. Cost $85.44 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $252 Shares 1,181 Est. Cost $164.87 Unrealized +26.6%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $241 Shares 2,076 Est. Cost $18.69 Unrealized +452.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $241 Shares 5,651 Est. Cost $33.99 Unrealized +13.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $240 Shares 9,850 Est. Cost $18.20 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $234 Shares 3,741 Est. Cost $38.76 Unrealized +47.7%
FLOT ISHARES TR 0.0%
Value ($000) $228 Shares 4,560 Est. Cost $50.88 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $225 Shares 2,432 Est. Cost $109.38 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $217 Shares 3,032 Est. Cost $62.04 Unrealized 0.0%
WIP SPDR SER TR 0.0%
Value ($000) $215 Shares 4,757 Est. Cost $50.30 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $207 Shares 9,604 Est. Cost $30.54 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $207 Shares 981 Est. Cost $149.71 Unrealized +35.3%
MS MORGAN STANLEY 0.0%
Value ($000) $204 Shares 2,684 Est. Cost $65.58 Unrealized +10.4%
RYN RAYONIER INC 0.0%
Value ($000) $201 Shares 5,384 Est. Cost $40.30 Unrealized