HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

CIK: 0000937589 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 28, 2019

Total Value ($000): $1,493,950 (100.0% shares, 0.0% debt)

Holdings (181)

AAPL APPLE INC 3.1%
Value ($000) $45,815 Shares 290,448 Est. Cost $18.24 Unrealized +152.2%
MSFT MICROSOFT CORP 2.7%
Value ($000) $40,509 Shares 398,831 Est. Cost $27.16 Unrealized +268.2%
MA MASTERCARD INC 2.4%
Value ($000) $35,576 Shares 188,582 Est. Cost $71.38 Unrealized +167.5%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $30,962 Shares 714,552 Est. Cost $15.92 Unrealized +131.9%
MAR MARRIOTT INTL INC NEW 2.1%
Value ($000) $30,706 Shares 282,843 Est. Cost $39.73 Unrealized +173.1%
INTC INTEL CORP 2.0%
Value ($000) $30,307 Shares 645,801 Est. Cost $17.88 Unrealized +124.8%
MDY SPDR S&P MIDCAP 400 ETF TR 1.9%
Value ($000) $28,593 Shares 94,468 Est. Cost $213.13 Unrealized
BA BOEING CO 1.8%
Value ($000) $27,139 Shares 84,151 Est. Cost $88.36 Unrealized +279.1%
DIS DISNEY WALT CO 1.8%
Value ($000) $27,112 Shares 247,255 Est. Cost $64.08 Unrealized +70.3%
CAT CATERPILLAR INC 1.7%
Value ($000) $25,363 Shares 199,602 Est. Cost $61.46 Unrealized +81.4%
MCD MCDONALDS CORP 1.7%
Value ($000) $25,239 Shares 142,137 Est. Cost $76.84 Unrealized +95.3%
HD HOME DEPOT INC 1.7%
Value ($000) $25,003 Shares 145,518 Est. Cost $64.26 Unrealized +134.0%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $24,705 Shares 253,073 Est. Cost $36.97 Unrealized +136.8%
GOOG ALPHABET INC 1.6%
Value ($000) $23,595 Shares 22,784 Est. Cost $35.90 Unrealized +48.0%
GOOGL ALPHABET INC 1.6%
Value ($000) $23,567 Shares 22,553 Est. Cost $37.27 Unrealized +43.9%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $23,541 Shares 246,965 Est. Cost $60.34 Unrealized +57.5%
VB VANGUARD INDEX FUNDS 1.5%
Value ($000) $22,808 Shares 172,801 Est. Cost $95.04 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $22,768 Shares 176,424 Est. Cost $64.46 Unrealized +77.1%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $22,392 Shares 398,285 Est. Cost $27.57 Unrealized +40.1%
WMT WAL-MART STORES INC 1.4%
Value ($000) $21,331 Shares 228,993 Est. Cost $20.06 Unrealized +43.4%
NKE NIKE INC 1.4%
Value ($000) $21,208 Shares 286,060 Est. Cost $42.60 Unrealized +60.0%
ZTS ZOETIS INC 1.3%
Value ($000) $19,835 Shares 231,885 Est. Cost $29.52 Unrealized +187.9%
AMGN AMGEN INC 1.3%
Value ($000) $19,786 Shares 101,639 Est. Cost $77.27 Unrealized +103.0%
TROW PRICE T ROWE GROUP INC 1.3%
Value ($000) $19,360 Shares 209,704 Est. Cost $48.65 Unrealized +50.3%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $18,853 Shares 177,053 Est. Cost $95.63 Unrealized
MRK MERCK & CO INC 1.3%
Value ($000) $18,842 Shares 246,585 Est. Cost $31.72 Unrealized +78.1%
PEP PEPSICO INC 1.2%
Value ($000) $17,932 Shares 162,306 Est. Cost $58.19 Unrealized +55.8%
PFE PFIZER INC 1.2%
Value ($000) $17,835 Shares 408,586 Est. Cost $16.96 Unrealized +77.1%
MLM MARTIN MARIETTA MATLS INC 1.2%
Value ($000) $17,196 Shares 100,055 Est. Cost $119.40 Unrealized +41.2%
DOWDUPONT INC 1.1%
Value ($000) $17,054 Shares 318,877 Est. Cost $68.62 Unrealized
AVGO BROADCOM INC. 1.1%
Value ($000) $16,919 Shares 66,536 Est. Cost $19.53 Unrealized -0.8%
T AT&T INC 1.1%
Value ($000) $16,525 Shares 579,014 Est. Cost $12.30 Unrealized +14.0%
YUM YUM! BRANDS INC 1.1%
Value ($000) $16,478 Shares 179,265 Est. Cost $39.62 Unrealized +97.9%
PCAR PACCAR INC 1.1%
Value ($000) $16,325 Shares 285,695 Est. Cost $22.55 Unrealized +32.8%
STZ CONSTELLATION BRANDS INC 1.1%
Value ($000) $16,242 Shares 100,995 Est. Cost $55.87 Unrealized +216.6%
KO COCA COLA CO 1.1%
Value ($000) $15,699 Shares 331,562 Est. Cost $27.99 Unrealized +37.1%
CVX CHEVRON CORP 1.0%
Value ($000) $15,536 Shares 142,811 Est. Cost $70.10 Unrealized +20.9%
EFA ISHARES 1.0%
Value ($000) $15,502 Shares 263,735 Est. Cost $57.97 Unrealized
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $15,158 Shares 615,166 Est. Cost $10.97 Unrealized +107.8%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $14,895 Shares 218,428 Est. Cost $53.74 Unrealized +4.9%
CSX CSX CORP 1.0%
Value ($000) $14,257 Shares 229,478 Est. Cost $6.75 Unrealized +209.5%
YUMC YUM CHINA HLDGS INC 0.9%
Value ($000) $13,316 Shares 397,125 Est. Cost $28.35 Unrealized +21.0%
COP CONOCOPHILLIPS 0.9%
Value ($000) $13,290 Shares 213,155 Est. Cost $38.81 Unrealized +37.6%
ZBH ZIMMER BIOMET HLDGS INC 0.9%
Value ($000) $13,167 Shares 126,943 Est. Cost $78.00 Unrealized +36.0%
BLACKROCK INC 0.9%
Value ($000) $12,775 Shares 32,520 Est. Cost $353.05 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $12,731 Shares 112,002 Est. Cost $114.68 Unrealized -23.3%
SYF SYNCHRONY FINANCIAL 0.8%
Value ($000) $12,271 Shares 523,078 Est. Cost $24.38 Unrealized -7.2%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $12,160 Shares 48,813 Est. Cost $170.03 Unrealized +38.2%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $11,933 Shares 91,006 Est. Cost $46.29 Unrealized +161.8%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $11,389 Shares 123,899 Est. Cost $56.68 Unrealized +31.9%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $11,205 Shares 67,074 Est. Cost $124.95 Unrealized +36.8%
MO ALTRIA GROUP INC 0.7%
Value ($000) $11,100 Shares 224,738 Est. Cost $18.43 Unrealized +79.7%
FDX FEDEX CORP 0.7%
Value ($000) $11,030 Shares 68,369 Est. Cost $105.56 Unrealized +76.1%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $10,953 Shares 58,151 Est. Cost $24.17 Unrealized +29.0%
C CITIGROUP INC 0.7%
Value ($000) $10,641 Shares 204,405 Est. Cost $35.98 Unrealized +37.2%
MMM 3M CO 0.7%
Value ($000) $10,474 Shares 54,970 Est. Cost $74.97 Unrealized +71.1%
APD AIR PRODS & CHEMS INC 0.7%
Value ($000) $10,172 Shares 63,553 Est. Cost $65.32 Unrealized +103.9%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $10,139 Shares 103,961 Est. Cost $59.01 Unrealized +39.1%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $9,679 Shares 64,723 Est. Cost $58.23 Unrealized +144.5%
MS MORGAN STANLEY 0.6%
Value ($000) $9,660 Shares 243,641 Est. Cost $21.16 Unrealized +65.5%
ADM ARCHER DANIELS MIDLAND CO 0.6%
Value ($000) $9,629 Shares 235,014 Est. Cost $23.94 Unrealized +57.5%
AMT AMERICAN TOWER CORP 0.6%
Value ($000) $9,583 Shares 60,581 Est. Cost $105.72 Unrealized +22.5%
WFC WELLS FARGO & CO 0.6%
Value ($000) $9,457 Shares 205,230 Est. Cost $29.53 Unrealized +42.3%
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value ($000) $9,341 Shares 123,570 Est. Cost $53.81 Unrealized +42.3%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $9,148 Shares 137,019 Est. Cost $50.16 Unrealized +14.2%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $9,078 Shares 68,711 Est. Cost $60.13 Unrealized +95.8%
VEU VANGUARD INTL EQUITY INDEX FD 0.6%
Value ($000) $8,936 Shares 196,045 Est. Cost $45.00 Unrealized
CMCSA COMCAST CORP 0.6%
Value ($000) $8,875 Shares 260,657 Est. Cost $26.69 Unrealized +14.0%
ABBV ABBVIE INC 0.6%
Value ($000) $8,242 Shares 89,402 Est. Cost $32.88 Unrealized +97.0%
MCK MCKESSON CORP 0.5%
Value ($000) $7,819 Shares 70,782 Est. Cost $118.99 Unrealized -0.7%
EQIX EQUINIX INC 0.5%
Value ($000) $7,630 Shares 21,643 Est. Cost $364.68 Unrealized -6.5%
LINDE PLC 0.5%
Value ($000) $7,412 Shares 47,499 Est. Cost $156.05 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $7,375 Shares 28,166 Est. Cost $102.08 Unrealized +145.0%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $7,296 Shares 106,771 Est. Cost $71.73 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $7,227 Shares 200,306 Est. Cost $53.87 Unrealized -25.4%
PSX PHILLIPS 66 0.5%
Value ($000) $7,177 Shares 83,311 Est. Cost $42.15 Unrealized +73.8%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $7,042 Shares 31,465 Est. Cost $217.08 Unrealized +6.1%
TM TOYOTA MOTOR CORP 0.5%
Value ($000) $6,965 Shares 60,000 Est. Cost $118.17 Unrealized
FLR FLUOR CORP 0.4%
Value ($000) $6,664 Shares 206,972 Est. Cost $51.00 Unrealized -19.1%
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $6,074 Shares 104,232 Est. Cost $62.65 Unrealized
BURL BURLINGTON STORES INC 0.4%
Value ($000) $5,928 Shares 36,443 Est. Cost $99.88 Unrealized +61.7%
SHIRE PLC 0.4%
Value ($000) $5,518 Shares 31,703 Est. Cost $172.16 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $5,443 Shares 59,840 Est. Cost $58.03 Unrealized +32.9%
LLY LILLY ELI & CO 0.4%
Value ($000) $5,442 Shares 47,024 Est. Cost $46.46 Unrealized +118.2%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $5,326 Shares 38,532 Est. Cost $69.72 Unrealized +81.3%
HSY HERSHEY CO 0.3%
Value ($000) $5,090 Shares 47,488 Est. Cost $71.27 Unrealized +26.3%
HAL HALLIBURTON CO 0.3%
Value ($000) $5,042 Shares 189,685 Est. Cost $31.48 Unrealized -7.5%
IEFA ISHARES TR 0.3%
Value ($000) $5,038 Shares 91,600 Est. Cost $60.85 Unrealized
SLM SLM CORP 0.3%
Value ($000) $4,993 Shares 600,883 Est. Cost $8.79 Unrealized +13.2%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $4,922 Shares 94,690 Est. Cost $29.55 Unrealized +38.7%
META FACEBOOK INC 0.3%
Value ($000) $4,747 Shares 36,210 Est. Cost $166.91 Unrealized -13.8%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $4,677 Shares 22,905 Est. Cost $118.81 Unrealized +75.8%
ANADARKO PETROLEUM CORP 0.3%
Value ($000) $4,527 Shares 103,273 Est. Cost $61.15 Unrealized
VWO VANGUARD INTL EQUITY INDEX FD 0.3%
Value ($000) $4,519 Shares 118,616 Est. Cost $39.60 Unrealized
CRM SALESFORCE COM INC 0.3%
Value ($000) $4,285 Shares 31,284 Est. Cost $123.94 Unrealized +9.7%
V VISA INC 0.3%
Value ($000) $4,111 Shares 31,157 Est. Cost $80.59 Unrealized +63.1%
IWM ISHARES 0.3%
Value ($000) $4,093 Shares 30,565 Est. Cost $101.42 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $3,845 Shares 53,159 Est. Cost $34.25 Unrealized +81.4%
AER AERCAP HOLDINGS NV 0.3%
Value ($000) $3,793 Shares 95,795 Est. Cost $43.88 Unrealized +12.3%
VO VANGUARD INDEX FUNDS 0.2%
Value ($000) $3,694 Shares 26,730 Est. Cost $104.20 Unrealized
ARCONIC INC 0.2%
Value ($000) $3,644 Shares 216,105 Est. Cost $18.54 Unrealized
CC CHEMOURS CO 0.2%
Value ($000) $3,605 Shares 127,760 Est. Cost $10.08 Unrealized +133.7%
RAYTHEON CO 0.2%
Value ($000) $3,522 Shares 22,970 Est. Cost $108.21 Unrealized
BF/B BROWN FORMAN CORP 0.2%
Value ($000) $3,455 Shares 72,617 Est. Cost $31.33 Unrealized +34.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $3,254 Shares 7,537 Est. Cost $9.34 Unrealized -3.3%
IEMG ISHARES INC 0.2%
Value ($000) $3,194 Shares 67,747 Est. Cost $49.26 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $3,183 Shares 2,119 Est. Cost $41.26 Unrealized +101.5%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $3,139 Shares 88,820 Est. Cost $16.70 Unrealized +117.2%
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $2,839 Shares 43,138 Est. Cost $30.62 Unrealized +92.5%
VERSUM MATLS INC 0.2%
Value ($000) $2,749 Shares 99,169 Est. Cost $29.74 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $2,727 Shares 360,205 Est. Cost $23.55 Unrealized
EEM ISHARES 0.2%
Value ($000) $2,520 Shares 64,514 Est. Cost $35.09 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $2,516 Shares 12,351 Est. Cost $134.63 Unrealized +50.0%
LDOS LEIDOS HLDGS INC 0.2%
Value ($000) $2,384 Shares 45,229 Est. Cost $54.09 Unrealized +3.8%
HMC HONDA MOTOR CO LTD 0.2%
Value ($000) $2,356 Shares 89,086 Est. Cost $35.73 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $2,250 Shares 15,958 Est. Cost $85.83 Unrealized +66.4%
EOG EOG RES INC 0.1%
Value ($000) $2,135 Shares 24,478 Est. Cost $81.47 Unrealized -1.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $2,132 Shares 8,530 Est. Cost $212.65 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $2,082 Shares 35,297 Est. Cost $55.75 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $2,066 Shares 23,942 Est. Cost $42.74 Unrealized +49.5%
APACHE CORP 0.1%
Value ($000) $2,007 Shares 76,471 Est. Cost $66.11 Unrealized
CELGENE CORP 0.1%
Value ($000) $1,989 Shares 31,035 Est. Cost $114.35 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $1,948 Shares 29,468 Est. Cost $47.53 Unrealized +33.1%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $1,901 Shares 8,150 Est. Cost $217.17 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,882 Shares 33,066 Est. Cost $45.92 Unrealized +10.7%
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $1,779 Shares 33,463 Est. Cost $64.63 Unrealized +2.5%
L BRANDS INC 0.1%
Value ($000) $1,582 Shares 61,646 Est. Cost $56.49 Unrealized
GM GENERAL MOTORS CO 0.1%
Value ($000) $1,581 Shares 47,263 Est. Cost $23.67 Unrealized +32.4%
AA ALCOA CORP 0.1%
Value ($000) $1,467 Shares 55,207 Est. Cost $26.38 Unrealized +21.8%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $1,352 Shares 6,456 Est. Cost $252.66 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $1,305 Shares 84,631 Est. Cost $38.39 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $1,167 Shares 19,476 Est. Cost $65.86 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $1,159 Shares 18,370 Est. Cost $54.16 Unrealized +4.9%
L3 TECHNOLOGIES INC 0.1%
Value ($000) $1,156 Shares 6,658 Est. Cost $163.74 Unrealized
IWR ISHARES 0.1%
Value ($000) $1,146 Shares 24,664 Est. Cost $66.61 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1,121 Shares 16,172 Est. Cost $76.07 Unrealized
PERSPECTA INC 0.1%
Value ($000) $1,086 Shares 63,065 Est. Cost $20.71 Unrealized
KEY KEYCORP 0.1%
Value ($000) $1,043 Shares 70,540 Est. Cost $14.07 Unrealized -11.1%
CI CIGNA CORP 0.1%
Value ($000) $1,007 Shares 5,304 Est. Cost $190.77 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $975 Shares 6,319 Est. Cost $171.68 Unrealized
F FORD MOTOR CO 0.1%
Value ($000) $973 Shares 127,146 Est. Cost $7.75 Unrealized -19.9%
IJH ISHARES TR 0.1%
Value ($000) $955 Shares 5,748 Est. Cost $185.58 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.1%
Value ($000) $917 Shares 69,427 Est. Cost $6.59 Unrealized +81.0%
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $869 Shares 25,473 Est. Cost $54.96 Unrealized -28.7%
NAVI NAVIENT CORP 0.1%
Value ($000) $843 Shares 95,733 Est. Cost $16.58 Unrealized -30.9%
DHR DANAHER CORP 0.1%
Value ($000) $825 Shares 8,001 Est. Cost $27.39 Unrealized +220.9%
BP BP PLC 0.1%
Value ($000) $810 Shares 21,371 Est. Cost $42.10 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $671 Shares 15,287 Est. Cost $28.06 Unrealized +22.1%
ORCL ORACLE CORP 0.0%
Value ($000) $617 Shares 13,657 Est. Cost $39.73 Unrealized +8.6%
LQD ISHARES 0.0%
Value ($000) $581 Shares 5,150 Est. Cost $117.29 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $571 Shares 11,916 Est. Cost $40.76 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $524 Shares 1,958 Est. Cost $13.08 Unrealized +128.8%
EGBN EAGLE BANCORP INC 0.0%
Value ($000) $509 Shares 10,445 Est. Cost $24.77 Unrealized +60.4%
IVV ISHARES 0.0%
Value ($000) $483 Shares 1,920 Est. Cost $252.09 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $466 Shares 4,087 Est. Cost $64.57 Unrealized +33.8%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $454 Shares 3,745 Est. Cost $120.30 Unrealized
GAP GAP INC 0.0%
Value ($000) $447 Shares 17,345 Est. Cost $26.20 Unrealized -20.8%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $338 Shares 2,893 Est. Cost $64.19 Unrealized +54.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $330 Shares 5,126 Est. Cost $46.91 Unrealized +14.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $317 Shares 15,442 Est. Cost $21.34 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $297 Shares 14,520 Est. Cost $9.12 Unrealized +99.9%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $296 Shares 2,510 Est. Cost $104.11 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $291 Shares 2,735 Est. Cost $67.63 Unrealized +27.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $277 Shares 3,873 Est. Cost $52.00 Unrealized +2.4%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $273 Shares 12,760 Est. Cost $21.41 Unrealized +13.6%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $254 Shares 4,245 Est. Cost $37.60 Unrealized +51.6%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $253 Shares 4,128 Est. Cost $55.60 Unrealized +7.0%
ETN EATON CORP PLC 0.0%
Value ($000) $248 Shares 3,619 Est. Cost $47.23 Unrealized +37.7%
VTI VANGUARD INDEX FUNDS 0.0%
Value ($000) $246 Shares 1,925 Est. Cost $115.55 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $236 Shares 3,609 Est. Cost $51.69 Unrealized +14.9%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $234 Shares 3,200 Est. Cost $50.68 Unrealized +21.9%
CME CME GROUP INC 0.0%
Value ($000) $226 Shares 1,200 Est. Cost $129.10 Unrealized +10.2%
VOO VANGUARD INDEX FUNDS 0.0%
Value ($000) $218 Shares 950 Est. Cost $222.65 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $213 Shares 1,599 Est. Cost $4.90 Unrealized -3.2%
L LOEWS CORP 0.0%
Value ($000) $206 Shares 4,528 Est. Cost $41.84 Unrealized +9.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $206 Shares 6,628 Est. Cost $20.25 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $167 Shares 10,000 Est. Cost $10.74 Unrealized +33.1%
FSP FRANKLIN STREET PPTYS CORP 0.0%
Value ($000) $115 Shares 18,500 Est. Cost $13.18 Unrealized
COTY COTY INC CL A 0.0%
Value ($000) $105 Shares 16,068 Est. Cost $18.17 Unrealized -52.4%
PBI PITNEY BOWES INC 0.0%
Value ($000) $69 Shares 11,645 Est. Cost $8.08 Unrealized -10.8%
PLURISTEM THERAPEUTICS IN 0.0%
Value ($000) $59 Shares 74,878 Est. Cost $1.51 Unrealized