WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 29, 2024

Total Value ($000): $1,141,103 (100.0% shares, 0.0% debt)

Holdings (179)

LLY ELI LILLY & CO 22.9%
Value ($000) $261,289 Shares 294,928 Est. Cost $50.23 Unrealized +1672.5%
AAPL APPLE INC 7.5%
Value ($000) $85,201 Shares 365,668 Est. Cost $85.24 Unrealized +160.4%
MSFT MICROSOFT CORP 3.9%
Value ($000) $44,454 Shares 103,308 Est. Cost $67.67 Unrealized +525.2%
AMZN AMAZON COM INC 3.8%
Value ($000) $43,630 Shares 234,154 Est. Cost $120.59 Unrealized +51.3%
NFLX NETFLIX INC 2.9%
Value ($000) $33,179 Shares 46,778 Est. Cost $8.00 Unrealized +736.4%
JMST J P MORGAN EXCHANGE TRADED F 2.6%
Value ($000) $30,072 Shares 590,349 Est. Cost $50.94 Unrealized
FBND FIDELITY MERRIMACK STR TR 2.6%
Value ($000) $29,378 Shares 626,386 Est. Cost $45.63 Unrealized
CGW INVESCO EXCH TRADED FD TR II 2.4%
Value ($000) $27,593 Shares 450,867 Est. Cost $37.02 Unrealized
COST COSTCO WHSL CORP NEW 2.3%
Value ($000) $25,977 Shares 29,302 Est. Cost $203.39 Unrealized +323.8%
WM WASTE MGMT INC DEL 2.0%
Value ($000) $22,665 Shares 109,176 Est. Cost $59.82 Unrealized +241.5%
JPST J P MORGAN EXCHANGE TRADED F 1.9%
Value ($000) $21,847 Shares 430,572 Est. Cost $50.44 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.8%
Value ($000) $20,847 Shares 236,152 Est. Cost $78.83 Unrealized
TOTL SSGA ACTIVE ETF TR 1.7%
Value ($000) $19,502 Shares 471,071 Est. Cost $46.87 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $18,967 Shares 156,171 Est. Cost $92.33 Unrealized +27.9%
ITOT ISHARES TR 1.7%
Value ($000) $18,889 Shares 150,364 Est. Cost $69.28 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $17,770 Shares 107,148 Est. Cost $108.50 Unrealized +53.7%
FHLC FIDELITY COVINGTON TRUST 1.5%
Value ($000) $17,118 Shares 235,143 Est. Cost $61.53 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $16,056 Shares 39,624 Est. Cost $69.14 Unrealized +410.0%
CYBERARK SOFTWARE LTD 1.4%
Value ($000) $15,658 Shares 53,694 Est. Cost $95.67 Unrealized
XBI SPDR SER TR 1.4%
Value ($000) $15,552 Shares 157,413 Est. Cost $87.10 Unrealized
V VISA INC 1.3%
Value ($000) $14,506 Shares 52,759 Est. Cost $145.75 Unrealized +83.7%
ADBE ADOBE INC 1.2%
Value ($000) $13,848 Shares 26,744 Est. Cost $46.71 Unrealized +1074.2%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $12,924 Shares 74,619 Est. Cost $100.57 Unrealized +63.3%
SBUX STARBUCKS CORP 0.9%
Value ($000) $10,235 Shares 104,986 Est. Cost $33.42 Unrealized +147.9%
ASML ASML HOLDING N V 0.8%
Value ($000) $9,579 Shares 11,496 Est. Cost $575.00 Unrealized
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $9,151 Shares 30,282 Est. Cost $153.30 Unrealized +86.9%
FTNT FORTINET INC 0.8%
Value ($000) $8,957 Shares 115,503 Est. Cost $54.89 Unrealized +24.5%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $8,878 Shares 15,188 Est. Cost $273.47 Unrealized +88.8%
ARISTA NETWORKS INC 0.7%
Value ($000) $7,665 Shares 19,971 Est. Cost $245.48 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $7,015 Shares 11,997 Est. Cost $230.16 Unrealized +138.2%
KO COCA COLA CO 0.6%
Value ($000) $6,919 Shares 95,683 Est. Cost $46.81 Unrealized +40.3%
NOW SERVICENOW INC 0.6%
Value ($000) $6,758 Shares 7,556 Est. Cost $73.13 Unrealized +124.8%
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $6,754 Shares 41,737 Est. Cost $126.27 Unrealized +16.3%
DE DEERE & CO 0.5%
Value ($000) $6,257 Shares 14,946 Est. Cost $282.14 Unrealized +30.9%
META META PLATFORMS INC 0.5%
Value ($000) $6,171 Shares 10,780 Est. Cost $113.87 Unrealized +349.8%
COP CONOCOPHILLIPS 0.5%
Value ($000) $5,992 Shares 56,919 Est. Cost $50.37 Unrealized +108.6%
DIS DISNEY WALT CO 0.5%
Value ($000) $5,883 Shares 61,162 Est. Cost $108.86 Unrealized -16.8%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $5,850 Shares 36,096 Est. Cost $73.48 Unrealized +107.8%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $5,520 Shares 16,151 Est. Cost $80.35 Unrealized +109.5%
IXUS ISHARES TR 0.5%
Value ($000) $5,343 Shares 73,561 Est. Cost $61.24 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $5,199 Shares 61,501 Est. Cost $68.58 Unrealized +9.2%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $4,934 Shares 12,692 Est. Cost $93.73 Unrealized +266.0%
TOTALENERGIES SE 0.4%
Value ($000) $4,854 Shares 74,188 Est. Cost $52.20 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $4,545 Shares 27,186 Est. Cost $108.91 Unrealized +54.5%
EQIX EQUINIX INC 0.4%
Value ($000) $4,427 Shares 4,987 Est. Cost $723.53 Unrealized +9.8%
GLD SPDR GOLD TR 0.4%
Value ($000) $4,165 Shares 17,138 Est. Cost $143.27 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $4,097 Shares 24,093 Est. Cost $46.45 Unrealized +268.5%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $4,066 Shares 52,113 Est. Cost $53.21 Unrealized +25.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,930 Shares 8,538 Est. Cost $224.95 Unrealized +96.6%
TSLA TESLA INC 0.3%
Value ($000) $3,908 Shares 14,939 Est. Cost $221.69 Unrealized +2.9%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $3,541 Shares 78,841 Est. Cost $36.08 Unrealized +6.4%
SHEL SHELL PLC 0.3%
Value ($000) $3,468 Shares 52,591 Est. Cost $54.93 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,432 Shares 23,301 Est. Cost $72.82 Unrealized +92.2%
MCK MCKESSON CORP 0.3%
Value ($000) $3,419 Shares 6,905 Est. Cost $107.07 Unrealized +416.8%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $3,401 Shares 12,667 Est. Cost $132.39 Unrealized +96.0%
FDX FEDEX CORP 0.3%
Value ($000) $3,055 Shares 11,111 Est. Cost $203.62 Unrealized +38.1%
WMT WALMART INC 0.3%
Value ($000) $2,979 Shares 36,886 Est. Cost $45.53 Unrealized +59.2%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $2,957 Shares 45,270 Est. Cost $48.67 Unrealized +31.6%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $2,951 Shares 19,010 Est. Cost $127.20 Unrealized +14.6%
TGT TARGET CORP 0.3%
Value ($000) $2,946 Shares 18,900 Est. Cost $46.46 Unrealized +203.5%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $2,880 Shares 13,657 Est. Cost $70.80 Unrealized +189.5%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $2,854 Shares 5,779 Est. Cost $303.84 Unrealized +52.0%
ABT ABBOTT LABS 0.2%
Value ($000) $2,772 Shares 24,315 Est. Cost $42.61 Unrealized +151.3%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,755 Shares 17,887 Est. Cost $49.28 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $2,740 Shares 51,489 Est. Cost $18.11 Unrealized +158.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,693 Shares 25,943 Est. Cost $44.38 Unrealized +122.9%
RTX RTX CORPORATION 0.2%
Value ($000) $2,510 Shares 20,719 Est. Cost $58.96 Unrealized +88.4%
SAP SAP SE 0.2%
Value ($000) $2,485 Shares 10,845 Est. Cost $73.62 Unrealized
T ASML HOLDING N V 0.2%
Value ($000) $2,443 Shares 111,048 Est. Cost $13.31 Unrealized +41.1%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $2,441 Shares 6,395 Est. Cost $193.38 Unrealized +78.4%
CAT CATERPILLAR INC 0.2%
Value ($000) $2,420 Shares 6,187 Est. Cost $125.49 Unrealized +169.9%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $2,386 Shares 39,944 Est. Cost $30.37 Unrealized +90.5%
NKE NIKE INC 0.2%
Value ($000) $2,211 Shares 24,911 Est. Cost $48.83 Unrealized +55.7%
GLW CORNING INC 0.2%
Value ($000) $2,201 Shares 48,750 Est. Cost $28.18 Unrealized +45.0%
IVV ISHARES TR 0.2%
Value ($000) $2,135 Shares 3,701 Est. Cost $280.62 Unrealized
NTR NUTRIEN LTD 0.2%
Value ($000) $2,028 Shares 41,743 Est. Cost $47.41 Unrealized -2.7%
IWR ISHARES TR 0.2%
Value ($000) $2,007 Shares 22,776 Est. Cost $72.88 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,977 Shares 10,010 Est. Cost $56.82 Unrealized +214.5%
ORCL ORACLE CORP 0.2%
Value ($000) $1,939 Shares 11,381 Est. Cost $51.93 Unrealized +175.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,892 Shares 5,353 Est. Cost $120.12 Unrealized +168.7%
LAM RESEARCH CORP 0.1%
Value ($000) $1,664 Shares 2,033 Est. Cost $88.37 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,638 Shares 6,590 Est. Cost $68.20 Unrealized +241.6%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $1,633 Shares 32,716 Est. Cost $25.02 Unrealized +76.8%
ZS ZSCALER INC 0.1%
Value ($000) $1,612 Shares 9,430 Est. Cost $180.92 Unrealized +0.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,596 Shares 11,124 Est. Cost $78.49 Unrealized +71.0%
BLACKROCK INC 0.1%
Value ($000) $1,557 Shares 1,640 Est. Cost $416.30 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,491 Shares 7,213 Est. Cost $99.29 Unrealized +89.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,474 Shares 7,734 Est. Cost $49.75 Unrealized +247.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,451 Shares 4,765 Est. Cost $94.84 Unrealized +181.2%
DXCM DEXCOM INC 0.1%
Value ($000) $1,367 Shares 20,384 Est. Cost $71.84 Unrealized +14.3%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $1,364 Shares 9,189 Est. Cost $61.81 Unrealized +119.4%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,356 Shares 2,359 Est. Cost $338.22 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,345 Shares 19,072 Est. Cost $31.80 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $1,249 Shares 39,412 Est. Cost $24.42 Unrealized +23.5%
SW SMURFIT WESTROCK PLC 0.1%
Value ($000) $1,228 Shares 24,846 Est. Cost $43.84 Unrealized 0.0%
CE CELANESE CORP DEL 0.1%
Value ($000) $1,211 Shares 8,907 Est. Cost $131.66 Unrealized -1.1%
UNILEVER PLC 0.1%
Value ($000) $1,198 Shares 18,440 Est. Cost $52.44 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $1,141 Shares 11,624 Est. Cost $32.40 Unrealized +186.4%
AWR AMER STATES WTR CO 0.1%
Value ($000) $1,127 Shares 13,537 Est. Cost $36.47 Unrealized +113.8%
CSX CSX CORP 0.1%
Value ($000) $1,098 Shares 31,786 Est. Cost $23.24 Unrealized +42.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,095 Shares 9,343 Est. Cost $58.42 Unrealized +88.3%
AMGN AMGEN INC 0.1%
Value ($000) $1,063 Shares 3,298 Est. Cost $152.92 Unrealized +104.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,041 Shares 24,933 Est. Cost $26.11 Unrealized +44.6%
IMVP INVESCO INDIA EXCHANGE-TRADE 0.1%
Value ($000) $1,032 Shares 33,605 Est. Cost $30.71 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $1,018 Shares 20,287 Est. Cost $50.26 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,013 Shares 5,957 Est. Cost $146.58 Unrealized +11.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,010 Shares 2,067 Est. Cost $195.90 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,006 Shares 20,589 Est. Cost $35.01 Unrealized +26.2%
DEO DIAGEO PLC 0.1%
Value ($000) $1,000 Shares 6,994 Est. Cost $116.98 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $983 Shares 41,885 Est. Cost $23.66 Unrealized +5.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $970 Shares 15,426 Est. Cost $53.39 Unrealized +3.4%
INTU INTUIT 0.1%
Value ($000) $965 Shares 1,554 Est. Cost $222.24 Unrealized +184.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $872 Shares 3,943 Est. Cost $110.37 Unrealized +71.2%
IDXX IDEXX LABS INC 0.1%
Value ($000) $778 Shares 1,539 Est. Cost $642.86 Unrealized -24.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $744 Shares 13,170 Est. Cost $37.22 Unrealized +47.4%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $737 Shares 5,140 Est. Cost $80.90 Unrealized +78.0%
IWF ISHARES TR 0.1%
Value ($000) $719 Shares 1,915 Est. Cost $162.26 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $714 Shares 2,545 Est. Cost $317.12 Unrealized -10.4%
MRK MERCK & CO INC 0.1%
Value ($000) $710 Shares 6,212 Est. Cost $55.98 Unrealized +101.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $689 Shares 2,542 Est. Cost $245.13 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $676 Shares 5,142 Est. Cost $46.20 Unrealized +177.9%
AVGO BROADCOM INC 0.1%
Value ($000) $666 Shares 3,859 Est. Cost $149.40 Unrealized +5.8%
IJH ISHARES TR 0.1%
Value ($000) $665 Shares 10,677 Est. Cost $78.92 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $650 Shares 4,816 Est. Cost $66.22 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $629 Shares 4,315 Est. Cost $38.52 Unrealized +238.8%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $586 Shares 8,805 Est. Cost $57.99 Unrealized
CZFS CITIZENS FINL SVCS INC 0.1%
Value ($000) $573 Shares 9,752 Est. Cost $58.62 Unrealized -17.4%
TSN TYSON FOODS INC 0.0%
Value ($000) $564 Shares 9,467 Est. Cost $52.27 Unrealized +11.3%
HSY HERSHEY CO 0.0%
Value ($000) $539 Shares 2,812 Est. Cost $77.92 Unrealized +138.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $523 Shares 2,994 Est. Cost $137.93 Unrealized
SNY SANOFI 0.0%
Value ($000) $490 Shares 8,507 Est. Cost $43.30 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $478 Shares 1,246 Est. Cost $272.31 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $460 Shares 7,108 Est. Cost $53.52 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $444 Shares 10,933 Est. Cost $47.97 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $432 Shares 1,247 Est. Cost $208.69 Unrealized +60.5%
SRE SEMPRA 0.0%
Value ($000) $413 Shares 4,906 Est. Cost $50.00 Unrealized +52.8%
TKR TIMKEN CO 0.0%
Value ($000) $412 Shares 4,890 Est. Cost $82.24 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $404 Shares 2,128 Est. Cost $93.11 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $398 Shares 751 Est. Cost $296.41 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $383 Shares 4,917 Est. Cost $68.96 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $377 Shares 6,330 Est. Cost $57.84 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $376 Shares 3,439 Est. Cost $49.44 Unrealized +112.5%
PFE PFIZER INC 0.0%
Value ($000) $375 Shares 12,946 Est. Cost $22.34 Unrealized +19.4%
MMM 3M CO 0.0%
Value ($000) $373 Shares 2,730 Est. Cost $81.68 Unrealized +45.9%
GMED GLOBUS MED INC 0.0%
Value ($000) $369 Shares 5,163 Est. Cost $55.92 Unrealized +26.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $366 Shares 591 Est. Cost $385.49 Unrealized +52.8%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $359 Shares 3,065 Est. Cost $113.24 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $357 Shares 2,622 Est. Cost $61.26 Unrealized +96.8%
NVS NOVARTIS AG 0.0%
Value ($000) $329 Shares 2,858 Est. Cost $85.44 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $326 Shares 1,402 Est. Cost $109.77 Unrealized +92.0%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $324 Shares 1,083 Est. Cost $154.47 Unrealized 0.0%
MINT PIMCO ETF TR 0.0%
Value ($000) $324 Shares 3,216 Est. Cost $100.42 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $313 Shares 3,615 Est. Cost $48.09 Unrealized +55.3%
UNP UNION PAC CORP 0.0%
Value ($000) $307 Shares 1,244 Est. Cost $168.60 Unrealized +39.2%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $290 Shares 1,828 Est. Cost $159.19 Unrealized +3.3%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $289 Shares 4,643 Est. Cost $44.43 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $284 Shares 2,466 Est. Cost $76.81 Unrealized +37.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $272 Shares 2,282 Est. Cost $107.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $263 Shares 5,084 Est. Cost $43.65 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $260 Shares 3,814 Est. Cost $50.34 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $258 Shares 1,340 Est. Cost $117.77 Unrealized +55.5%
LIN LINDE PLC 0.0%
Value ($000) $257 Shares 539 Est. Cost $447.95 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $243 Shares 7,485 Est. Cost $17.95 Unrealized +57.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $241 Shares 3,248 Est. Cost $38.76 Unrealized +73.3%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $238 Shares 4,650 Est. Cost $48.10 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $234 Shares 809 Est. Cost $270.79 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value ($000) $234 Shares 796 Est. Cost $279.16 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $231 Shares 2,553 Est. Cost $80.83 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $228 Shares 877 Est. Cost $197.12 Unrealized 0.0%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $222 Shares 784 Est. Cost $215.89 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $222 Shares 873 Est. Cost $214.15 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $221 Shares 7,795 Est. Cost $26.57 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $220 Shares 663 Est. Cost $267.60 Unrealized +12.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $217 Shares 1,335 Est. Cost $132.62 Unrealized +23.6%
SNA SNAP ON INC 0.0%
Value ($000) $216 Shares 747 Est. Cost $265.72 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $216 Shares 776 Est. Cost $253.49 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $213 Shares 778 Est. Cost $253.82 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $212 Shares 1,295 Est. Cost $160.87 Unrealized -5.6%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $208 Shares 4,250 Est. Cost $50.08 Unrealized