WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 29, 2025

Total Value ($000): $1,127,156 (100.0% shares, 0.0% debt)

Holdings (181)

LLY ELI LILLY & CO 19.9%
Value ($000) $224,430 Shares 290,713 Est. Cost $50.23 Unrealized +1534.7%
AAPL APPLE INC 8.0%
Value ($000) $89,810 Shares 358,639 Est. Cost $85.24 Unrealized +175.1%
AMZN AMAZON COM INC 4.6%
Value ($000) $51,526 Shares 234,862 Est. Cost $120.59 Unrealized +69.7%
MSFT MICROSOFT CORP 3.9%
Value ($000) $43,538 Shares 103,293 Est. Cost $67.67 Unrealized +524.1%
NFLX NETFLIX INC 3.6%
Value ($000) $40,884 Shares 45,868 Est. Cost $8.00 Unrealized +929.4%
FBND FIDELITY MERRIMACK STR TR 2.8%
Value ($000) $31,646 Shares 701,958 Est. Cost $45.57 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 2.6%
Value ($000) $29,688 Shares 584,147 Est. Cost $50.94 Unrealized
COST COSTCO WHSL CORP NEW 2.3%
Value ($000) $26,478 Shares 28,897 Est. Cost $203.39 Unrealized +353.6%
JPST J P MORGAN EXCHANGE TRADED F 2.0%
Value ($000) $23,072 Shares 456,304 Est. Cost $50.45 Unrealized
CGW INVESCO EXCH TRADED FD TR II 2.0%
Value ($000) $22,566 Shares 416,341 Est. Cost $37.02 Unrealized
WM WASTE MGMT INC DEL 2.0%
Value ($000) $22,394 Shares 110,979 Est. Cost $62.28 Unrealized +239.0%
GOOGL ALPHABET INC 1.8%
Value ($000) $20,451 Shares 108,037 Est. Cost $108.50 Unrealized +60.5%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $20,193 Shares 150,366 Est. Cost $92.33 Unrealized +49.2%
TOTL SSGA ACTIVE ETF TR 1.8%
Value ($000) $19,931 Shares 505,998 Est. Cost $46.35 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.8%
Value ($000) $19,738 Shares 246,759 Est. Cost $78.88 Unrealized
ITOT ISHARES TR 1.7%
Value ($000) $19,439 Shares 151,132 Est. Cost $69.28 Unrealized
CYBERARK SOFTWARE LTD 1.6%
Value ($000) $17,829 Shares 53,517 Est. Cost $95.67 Unrealized
V VISA INC 1.5%
Value ($000) $17,023 Shares 53,864 Est. Cost $148.88 Unrealized +100.4%
FHLC FIDELITY COVINGTON TRUST 1.5%
Value ($000) $16,545 Shares 253,170 Est. Cost $61.80 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $15,253 Shares 39,213 Est. Cost $69.14 Unrealized +474.6%
XBI SPDR SER TR 1.3%
Value ($000) $14,225 Shares 157,945 Est. Cost $87.10 Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $13,327 Shares 79,494 Est. Cost $104.56 Unrealized +58.5%
ADBE ADOBE INC 1.0%
Value ($000) $11,695 Shares 26,299 Est. Cost $46.71 Unrealized +960.1%
FTNT FORTINET INC 1.0%
Value ($000) $10,973 Shares 116,146 Est. Cost $54.89 Unrealized +62.0%
SBUX STARBUCKS CORP 0.8%
Value ($000) $9,489 Shares 103,994 Est. Cost $33.42 Unrealized +181.1%
ANET ARISTA NETWORKS INC 0.8%
Value ($000) $9,097 Shares 82,299 Est. Cost $102.84 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $8,345 Shares 31,670 Est. Cost $158.94 Unrealized +77.4%
NOW SERVICENOW INC 0.7%
Value ($000) $8,264 Shares 7,796 Est. Cost $77.12 Unrealized +162.7%
ASML ASML HOLDING N V 0.7%
Value ($000) $8,161 Shares 11,774 Est. Cost $577.79 Unrealized
DLR DIGITAL RLTY TR INC 0.7%
Value ($000) $8,138 Shares 45,625 Est. Cost $130.10 Unrealized +31.6%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $7,420 Shares 15,269 Est. Cost $273.47 Unrealized +92.8%
DIS DISNEY WALT CO 0.6%
Value ($000) $6,634 Shares 59,321 Est. Cost $108.86 Unrealized -4.9%
DE DEERE & CO 0.6%
Value ($000) $6,419 Shares 15,100 Est. Cost $283.48 Unrealized +46.0%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $6,338 Shares 34,832 Est. Cost $138.57 Unrealized +36.3%
META META PLATFORMS INC 0.6%
Value ($000) $6,324 Shares 10,800 Est. Cost $113.87 Unrealized +413.5%
KO COCA COLA CO 0.5%
Value ($000) $6,186 Shares 99,362 Est. Cost $47.41 Unrealized +33.1%
TSLA TESLA INC 0.5%
Value ($000) $6,049 Shares 14,979 Est. Cost $221.69 Unrealized +45.1%
COP CONOCOPHILLIPS 0.5%
Value ($000) $6,018 Shares 60,682 Est. Cost $53.59 Unrealized +90.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $5,922 Shares 11,707 Est. Cost $230.16 Unrealized +140.2%
IXUS ISHARES TR 0.5%
Value ($000) $5,337 Shares 80,693 Est. Cost $61.67 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $5,158 Shares 27,086 Est. Cost $108.91 Unrealized +61.3%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4,819 Shares 33,324 Est. Cost $73.48 Unrealized +103.6%
EQIX EQUINIX INC 0.4%
Value ($000) $4,743 Shares 5,030 Est. Cost $723.53 Unrealized +24.0%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $4,569 Shares 12,371 Est. Cost $93.73 Unrealized +319.9%
WMT WALMART INC 0.4%
Value ($000) $4,354 Shares 48,096 Est. Cost $54.91 Unrealized +56.3%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $4,345 Shares 50,903 Est. Cost $53.21 Unrealized +57.6%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $4,238 Shares 59,111 Est. Cost $68.58 Unrealized +9.4%
GLD SPDR GOLD TR 0.4%
Value ($000) $4,140 Shares 17,100 Est. Cost $143.27 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $3,940 Shares 6,905 Est. Cost $107.07 Unrealized +420.5%
SHEL SHELL PLC 0.3%
Value ($000) $3,916 Shares 62,505 Est. Cost $56.16 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,793 Shares 8,367 Est. Cost $224.95 Unrealized +105.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,705 Shares 24,118 Est. Cost $46.45 Unrealized +243.4%
TOTALENERGIES SE 0.3%
Value ($000) $3,544 Shares 64,216 Est. Cost $52.20 Unrealized
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $3,506 Shares 12,268 Est. Cost $132.39 Unrealized +108.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,377 Shares 23,316 Est. Cost $72.82 Unrealized +99.8%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $3,252 Shares 13,567 Est. Cost $70.80 Unrealized +222.1%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $3,128 Shares 78,228 Est. Cost $36.08 Unrealized +9.2%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $3,071 Shares 44,120 Est. Cost $48.67 Unrealized +42.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $3,053 Shares 51,579 Est. Cost $18.11 Unrealized +205.8%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $3,035 Shares 5,764 Est. Cost $303.84 Unrealized +69.4%
FDX FEDEX CORP 0.2%
Value ($000) $2,768 Shares 9,790 Est. Cost $203.62 Unrealized +33.4%
ABT ABBOTT LABS 0.2%
Value ($000) $2,755 Shares 24,360 Est. Cost $42.61 Unrealized +166.0%
SAP SAP SE 0.2%
Value ($000) $2,670 Shares 10,845 Est. Cost $73.62 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $2,537 Shares 18,770 Est. Cost $46.46 Unrealized +194.2%
T AT&T INC 0.2%
Value ($000) $2,524 Shares 110,836 Est. Cost $13.31 Unrealized +61.6%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,461 Shares 17,887 Est. Cost $49.28 Unrealized
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $2,426 Shares 16,080 Est. Cost $127.20 Unrealized +20.0%
RTX RTX CORPORATION 0.2%
Value ($000) $2,408 Shares 20,806 Est. Cost $58.96 Unrealized +100.6%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,358 Shares 25,943 Est. Cost $44.38 Unrealized +109.7%
GLW CORNING INC 0.2%
Value ($000) $2,358 Shares 49,612 Est. Cost $28.50 Unrealized +62.6%
ZS ZSCALER INC 0.2%
Value ($000) $2,298 Shares 12,740 Est. Cost $184.20 Unrealized +5.1%
CAT CATERPILLAR INC 0.2%
Value ($000) $2,253 Shares 6,212 Est. Cost $125.49 Unrealized +204.2%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,186 Shares 4,275 Est. Cost $358.77 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $2,179 Shares 3,701 Est. Cost $280.62 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $2,141 Shares 6,300 Est. Cost $193.38 Unrealized +91.1%
AVGO BROADCOM INC 0.2%
Value ($000) $2,098 Shares 9,049 Est. Cost $168.60 Unrealized +8.5%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $2,018 Shares 39,944 Est. Cost $30.37 Unrealized +70.5%
IWR ISHARES TR 0.2%
Value ($000) $1,960 Shares 22,176 Est. Cost $72.88 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,892 Shares 11,353 Est. Cost $51.93 Unrealized +238.6%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,879 Shares 5,343 Est. Cost $120.12 Unrealized +195.3%
NTR NUTRIEN LTD 0.2%
Value ($000) $1,798 Shares 39,723 Est. Cost $47.41 Unrealized -3.1%
ABBV ABBVIE INC 0.2%
Value ($000) $1,762 Shares 9,918 Est. Cost $56.82 Unrealized +212.3%
NKE NIKE INC 0.2%
Value ($000) $1,724 Shares 22,662 Est. Cost $48.83 Unrealized +56.7%
BLK BLACKROCK INC 0.1%
Value ($000) $1,675 Shares 1,634 Est. Cost $991.05 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,635 Shares 7,238 Est. Cost $99.29 Unrealized +105.0%
DXCM DEXCOM INC 0.1%
Value ($000) $1,566 Shares 20,134 Est. Cost $71.84 Unrealized +3.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,547 Shares 6,590 Est. Cost $68.20 Unrealized +264.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,478 Shares 7,629 Est. Cost $49.75 Unrealized +281.6%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $1,473 Shares 20,330 Est. Cost $74.98 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,468 Shares 11,099 Est. Cost $78.49 Unrealized +65.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,380 Shares 2,349 Est. Cost $338.22 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,360 Shares 4,691 Est. Cost $94.84 Unrealized +206.0%
SW SMURFIT WESTROCK PLC 0.1%
Value ($000) $1,272 Shares 23,623 Est. Cost $43.84 Unrealized +12.7%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,255 Shares 19,072 Est. Cost $31.80 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $1,241 Shares 32,601 Est. Cost $25.02 Unrealized +76.0%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $1,237 Shares 9,189 Est. Cost $61.81 Unrealized +119.9%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $1,234 Shares 39,342 Est. Cost $24.42 Unrealized +23.0%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,099 Shares 20,429 Est. Cost $35.01 Unrealized +46.6%
AWR AMER STATES WTR CO 0.1%
Value ($000) $1,052 Shares 13,537 Est. Cost $36.47 Unrealized +121.9%
IR INGERSOLL RAND INC 0.1%
Value ($000) $1,052 Shares 11,624 Est. Cost $32.40 Unrealized +206.9%
UNILEVER PLC 0.1%
Value ($000) $1,029 Shares 18,142 Est. Cost $52.44 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,026 Shares 31,786 Est. Cost $23.24 Unrealized +44.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $994 Shares 9,237 Est. Cost $58.42 Unrealized +92.3%
INTU INTUIT 0.1%
Value ($000) $986 Shares 1,569 Est. Cost $222.24 Unrealized +185.6%
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $982 Shares 19,595 Est. Cost $50.26 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $974 Shares 33,333 Est. Cost $29.22 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $941 Shares 25,077 Est. Cost $26.11 Unrealized +53.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $925 Shares 13,170 Est. Cost $37.22 Unrealized +79.1%
AMGN AMGEN INC 0.1%
Value ($000) $880 Shares 3,375 Est. Cost $155.96 Unrealized +83.4%
PEP PEPSICO INC 0.1%
Value ($000) $878 Shares 5,724 Est. Cost $146.58 Unrealized +6.8%
DEO DIAGEO PLC 0.1%
Value ($000) $870 Shares 6,844 Est. Cost $116.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $867 Shares 3,943 Est. Cost $110.37 Unrealized +96.0%
INTC INTEL CORP 0.1%
Value ($000) $792 Shares 39,491 Est. Cost $23.66 Unrealized -4.7%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $777 Shares 2,270 Est. Cost $317.12 Unrealized +4.9%
IWF ISHARES TR 0.1%
Value ($000) $769 Shares 1,915 Est. Cost $162.26 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $724 Shares 4,950 Est. Cost $80.90 Unrealized +89.2%
IJH ISHARES TR 0.1%
Value ($000) $665 Shares 10,677 Est. Cost $78.92 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $657 Shares 8,420 Est. Cost $78.01 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $632 Shares 4,816 Est. Cost $66.22 Unrealized
CZFS CITIZENS FINL SVCS INC 0.1%
Value ($000) $617 Shares 9,752 Est. Cost $58.62 Unrealized +5.7%
MRK MERCK & CO INC 0.1%
Value ($000) $612 Shares 6,112 Est. Cost $55.98 Unrealized +76.3%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $600 Shares 26,415 Est. Cost $34.46 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $590 Shares 13,137 Est. Cost $53.39 Unrealized +0.5%
CE CELANESE CORP DEL 0.1%
Value ($000) $586 Shares 8,467 Est. Cost $131.66 Unrealized -27.4%
PSX PHILLIPS 66 0.1%
Value ($000) $585 Shares 5,137 Est. Cost $46.20 Unrealized +164.1%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $577 Shares 2,577 Est. Cost $230.53 Unrealized +7.5%
ALLE ALLEGION PLC 0.1%
Value ($000) $564 Shares 4,315 Est. Cost $38.52 Unrealized +263.4%
IDXX IDEXX LABS INC 0.0%
Value ($000) $561 Shares 1,357 Est. Cost $642.86 Unrealized -31.8%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $546 Shares 14,695 Est. Cost $37.17 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $532 Shares 9,268 Est. Cost $52.27 Unrealized +11.0%
IMVP INVESCO INDIA EXCHANGE-TRADE 0.0%
Value ($000) $519 Shares 20,156 Est. Cost $30.71 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $460 Shares 1,120 Est. Cost $272.31 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $458 Shares 2,705 Est. Cost $77.92 Unrealized +121.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $449 Shares 2,653 Est. Cost $137.93 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $445 Shares 1,828 Est. Cost $159.19 Unrealized +43.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $434 Shares 3,499 Est. Cost $50.63 Unrealized +135.1%
SRE SEMPRA 0.0%
Value ($000) $433 Shares 4,906 Est. Cost $50.00 Unrealized +68.7%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $431 Shares 10,683 Est. Cost $47.97 Unrealized
GMED GLOBUS MED INC 0.0%
Value ($000) $426 Shares 5,145 Est. Cost $55.92 Unrealized +41.0%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $408 Shares 6,930 Est. Cost $53.52 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $405 Shares 751 Est. Cost $296.41 Unrealized
SNY SANOFI 0.0%
Value ($000) $402 Shares 8,332 Est. Cost $43.30 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $394 Shares 2,128 Est. Cost $93.11 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $393 Shares 3,117 Est. Cost $70.96 Unrealized +72.4%
MMM 3M CO 0.0%
Value ($000) $357 Shares 2,765 Est. Cost $82.27 Unrealized +56.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $351 Shares 4,443 Est. Cost $68.96 Unrealized +14.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $343 Shares 1,242 Est. Cost $208.69 Unrealized +49.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $315 Shares 606 Est. Cost $389.50 Unrealized +40.6%
MINT PIMCO ETF TR 0.0%
Value ($000) $314 Shares 3,116 Est. Cost $100.42 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $311 Shares 3,065 Est. Cost $113.24 Unrealized -5.6%
PFE PFIZER INC 0.0%
Value ($000) $304 Shares 11,461 Est. Cost $22.34 Unrealized +12.4%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $302 Shares 3,615 Est. Cost $48.09 Unrealized +78.3%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $296 Shares 4,643 Est. Cost $44.43 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $290 Shares 8,218 Est. Cost $35.26 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $290 Shares 1,271 Est. Cost $169.91 Unrealized +35.5%
NVS NOVARTIS AG 0.0%
Value ($000) $278 Shares 2,858 Est. Cost $85.44 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $272 Shares 813 Est. Cost $256.53 Unrealized +23.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $266 Shares 2,468 Est. Cost $76.81 Unrealized +41.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $259 Shares 1,402 Est. Cost $109.77 Unrealized +80.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $255 Shares 3,372 Est. Cost $58.25 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $254 Shares 855 Est. Cost $245.13 Unrealized +15.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $250 Shares 1,340 Est. Cost $117.77 Unrealized +59.9%
DDOG DATADOG INC 0.0%
Value ($000) $239 Shares 1,670 Est. Cost $137.35 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $233 Shares 4,650 Est. Cost $48.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $228 Shares 776 Est. Cost $253.49 Unrealized +13.6%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $227 Shares 3,814 Est. Cost $50.34 Unrealized -0.5%
MS MORGAN STANLEY 0.0%
Value ($000) $226 Shares 1,799 Est. Cost $119.51 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $221 Shares 2,453 Est. Cost $79.85 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $220 Shares 664 Est. Cost $267.60 Unrealized +29.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $218 Shares 1,102 Est. Cost $197.75 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $216 Shares 723 Est. Cost $307.91 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $216 Shares 3,730 Est. Cost $57.84 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $216 Shares 635 Est. Cost $265.72 Unrealized +23.2%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $209 Shares 873 Est. Cost $214.15 Unrealized +8.3%
IUSG ISHARES TR 0.0%
Value ($000) $207 Shares 1,487 Est. Cost $139.38 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $205 Shares 7,795 Est. Cost $26.57 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $205 Shares 8,500 Est. Cost $37.07 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $204 Shares 7,353 Est. Cost $17.95 Unrealized +47.3%
LIN LINDE PLC 0.0%
Value ($000) $202 Shares 483 Est. Cost $447.95 Unrealized +0.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $201 Shares 2,494 Est. Cost $80.83 Unrealized +3.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $201 Shares 3,333 Est. Cost $39.40 Unrealized +61.5%