HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

CIK: 0000937589 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 28, 2022

Total Value ($000): $2,573,407 (100.0% shares, 0.0% debt)

Holdings (276)

AAPL APPLE INC 5.8%
Value ($000) $149,103 Shares 839,687 Est. Cost $83.43 Unrealized +85.4%
MSFT MICROSOFT CORP 4.2%
Value ($000) $109,219 Shares 324,747 Est. Cost $27.16 Unrealized +1053.9%
GOOGL ALPHABET INC 2.5%
Value ($000) $63,816 Shares 22,028 Est. Cost $38.22 Unrealized +274.0%
PANW PALO ALTO NETWORKS 2.4%
Value ($000) $61,044 Shares 109,632 Est. Cost $31.12 Unrealized +178.0%
GOOG ALPHABET INC 2.3%
Value ($000) $59,837 Shares 20,679 Est. Cost $35.90 Unrealized +299.6%
MA MASTERCARD INCORPORA 2.1%
Value ($000) $55,195 Shares 153,609 Est. Cost $83.32 Unrealized +305.4%
HD HOME DEPOT INC 2.0%
Value ($000) $50,509 Shares 121,705 Est. Cost $68.63 Unrealized +400.0%
AVGO BROADCOM INC 1.8%
Value ($000) $45,884 Shares 68,956 Est. Cost $20.33 Unrealized +154.8%
NKE NIKE INC 1.7%
Value ($000) $44,861 Shares 269,158 Est. Cost $49.40 Unrealized +212.9%
MAR MARRIOTT INTL INC NE 1.7%
Value ($000) $44,630 Shares 270,095 Est. Cost $41.37 Unrealized +266.7%
AMZN AMAZON COM INC 1.7%
Value ($000) $44,207 Shares 13,258 Est. Cost $99.65 Unrealized +71.8%
CSCO CISCO SYS INC 1.6%
Value ($000) $41,186 Shares 649,924 Est. Cost $17.02 Unrealized +196.6%
DIS DISNEY WALT CO 1.5%
Value ($000) $39,340 Shares 253,987 Est. Cost $69.04 Unrealized +128.5%
ZTS ZOETIS INC 1.5%
Value ($000) $38,687 Shares 158,532 Est. Cost $29.52 Unrealized +612.9%
VB VANGUARD INDEX FDS 1.4%
Value ($000) $36,145 Shares 159,196 Est. Cost $96.69 Unrealized
CRM SALESFORCE COM INC 1.4%
Value ($000) $36,040 Shares 141,816 Est. Cost $163.66 Unrealized +69.6%
MLM MARTIN MARIETTA MATL 1.3%
Value ($000) $34,553 Shares 78,436 Est. Cost $119.40 Unrealized +230.8%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $33,959 Shares 214,454 Est. Cost $37.76 Unrealized +291.5%
MCD MCDONALDS CORP 1.3%
Value ($000) $33,883 Shares 126,396 Est. Cost $84.04 Unrealized +173.2%
UNH UNITEDHEALTH GROUP I 1.3%
Value ($000) $33,818 Shares 67,347 Est. Cost $187.33 Unrealized +125.4%
CAT CATERPILLAR INC 1.3%
Value ($000) $33,570 Shares 162,378 Est. Cost $61.46 Unrealized +203.7%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $31,515 Shares 192,636 Est. Cost $60.34 Unrealized +168.1%
MDY SPDR S&P MIDCAP 400 1.2%
Value ($000) $31,128 Shares 60,108 Est. Cost $213.13 Unrealized
TROW PRICE T ROWE GROUP 1.2%
Value ($000) $30,539 Shares 155,307 Est. Cost $48.65 Unrealized +246.7%
STZ CONSTELLATION BRANDS 1.2%
Value ($000) $30,487 Shares 121,476 Est. Cost $78.66 Unrealized +170.1%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $29,720 Shares 173,732 Est. Cost $66.25 Unrealized +119.0%
BLACKROCK INC 1.1%
Value ($000) $29,591 Shares 32,320 Est. Cost $378.21 Unrealized
WMT WALMART INC 1.1%
Value ($000) $29,316 Shares 202,615 Est. Cost $20.86 Unrealized +116.6%
INTC INTEL CORP 1.1%
Value ($000) $27,735 Shares 538,535 Est. Cost $17.88 Unrealized +164.5%
BAC BK OF AMERICA CORP 1.0%
Value ($000) $25,054 Shares 563,136 Est. Cost $11.58 Unrealized +254.3%
TMO THERMO FISHER SCIENTIFIC 1.0%
Value ($000) $25,013 Shares 37,488 Est. Cost $245.46 Unrealized +151.5%
GS GOLDMAN SACHS 0.9%
Value ($000) $23,916 Shares 62,518 Est. Cost $124.95 Unrealized +185.3%
MS MORGAN STANLEY 0.9%
Value ($000) $23,873 Shares 243,202 Est. Cost $22.87 Unrealized +279.3%
RTX RAYTHEON TECHNOLOGIE 0.9%
Value ($000) $23,274 Shares 270,436 Est. Cost $54.78 Unrealized +44.8%
MRK MERCK & CO INC 0.9%
Value ($000) $23,249 Shares 303,349 Est. Cost $37.92 Unrealized +84.3%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $22,448 Shares 76,744 Est. Cost $141.73 Unrealized +69.0%
PFE PFIZER INC 0.9%
Value ($000) $21,896 Shares 370,807 Est. Cost $16.96 Unrealized +137.2%
PEP PEPSICO INC 0.8%
Value ($000) $21,322 Shares 122,744 Est. Cost $58.19 Unrealized +146.5%
CSX CSX CORP 0.8%
Value ($000) $21,088 Shares 560,840 Est. Cost $22.74 Unrealized +46.4%
ADP AUTOMATIC DATA PROC 0.8%
Value ($000) $20,853 Shares 84,567 Est. Cost $56.68 Unrealized +265.7%
SYF SYNCHRONY FINANCIAL 0.8%
Value ($000) $20,833 Shares 449,087 Est. Cost $24.38 Unrealized +79.2%
YUMC YUM CHINA HLDGS INC 0.8%
Value ($000) $20,702 Shares 415,372 Est. Cost $30.62 Unrealized +77.2%
FDX FEDEX CORP 0.8%
Value ($000) $20,701 Shares 80,038 Est. Cost $124.89 Unrealized +76.1%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $20,592 Shares 175,474 Est. Cost $69.72 Unrealized +37.8%
EQIX EQUINIX INC 0.8%
Value ($000) $20,556 Shares 24,303 Est. Cost $394.63 Unrealized +87.0%
YUM YUM BRANDS INC 0.8%
Value ($000) $20,542 Shares 147,930 Est. Cost $39.62 Unrealized +198.3%
COF CAPITAL ONE FINANCIAL 0.8%
Value ($000) $20,469 Shares 141,078 Est. Cost $57.48 Unrealized +149.5%
C CITIGROUP INC 0.8%
Value ($000) $20,113 Shares 333,046 Est. Cost $39.26 Unrealized +45.6%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $19,455 Shares 374,420 Est. Cost $27.95 Unrealized +44.5%
AMGN AMGEN INC 0.7%
Value ($000) $18,731 Shares 83,259 Est. Cost $78.18 Unrealized +136.8%
UPS UNITED PARCEL SERVICE 0.7%
Value ($000) $17,722 Shares 82,680 Est. Cost $59.01 Unrealized +185.7%
ZBH ZIMMER BIOMET HOLDIN 0.7%
Value ($000) $17,566 Shares 138,269 Est. Cost $88.37 Unrealized +42.8%
KO COCA COLA CO 0.7%
Value ($000) $17,493 Shares 295,446 Est. Cost $29.07 Unrealized +69.1%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $17,282 Shares 343,368 Est. Cost $29.38 Unrealized +57.0%
APD AIR PRODS & CHEMS IN 0.7%
Value ($000) $17,230 Shares 56,628 Est. Cost $90.27 Unrealized +192.1%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $16,599 Shares 65,153 Est. Cost $160.87 Unrealized
PG PROCTER AND GAMBLE 0.6%
Value ($000) $16,427 Shares 100,424 Est. Cost $57.88 Unrealized +131.7%
COP CONOCOPHILLIPS 0.6%
Value ($000) $16,211 Shares 224,597 Est. Cost $40.25 Unrealized +55.6%
META META PLATFORMS INC 0.6%
Value ($000) $16,030 Shares 47,659 Est. Cost $180.97 Unrealized +82.2%
BA BOEING CO 0.6%
Value ($000) $15,690 Shares 77,934 Est. Cost $93.03 Unrealized +127.1%
SPLUNK INC 0.6%
Value ($000) $15,372 Shares 132,837 Est. Cost $150.16 Unrealized
PCAR PACCAR INC 0.6%
Value ($000) $14,742 Shares 167,034 Est. Cost $22.97 Unrealized +112.3%
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $13,706 Shares 46,038 Est. Cost $60.15 Unrealized +324.3%
HON HONEYWELL INTL INC 0.5%
Value ($000) $13,399 Shares 64,259 Est. Cost $65.80 Unrealized +181.3%
T AT&T INC 0.5%
Value ($000) $13,387 Shares 544,177 Est. Cost $12.50 Unrealized +17.3%
DD DUPONT DE NEMOURS IN 0.5%
Value ($000) $12,956 Shares 160,387 Est. Cost $24.88 Unrealized +17.4%
IEFA ISHARES TR 0.5%
Value ($000) $12,363 Shares 165,594 Est. Cost $60.92 Unrealized
LINDE PLC 0.5%
Value ($000) $12,340 Shares 35,620 Est. Cost $156.05 Unrealized
BURL BURLINGTON STORES IN 0.5%
Value ($000) $11,798 Shares 40,471 Est. Cost $144.69 Unrealized +94.3%
ABBV ABBVIE INC 0.4%
Value ($000) $11,563 Shares 85,400 Est. Cost $34.77 Unrealized +192.5%
ADM ARCHER DANIELS MIDLA 0.4%
Value ($000) $11,501 Shares 170,155 Est. Cost $23.94 Unrealized +139.7%
PM PHILIP MORRIS INTL I 0.4%
Value ($000) $11,286 Shares 118,802 Est. Cost $50.61 Unrealized +50.8%
CMG CHIPOTLE MEXICAN GRI 0.4%
Value ($000) $11,241 Shares 6,430 Est. Cost $9.94 Unrealized +254.2%
EFA ISHARES TR 0.4%
Value ($000) $11,033 Shares 140,143 Est. Cost $57.97 Unrealized
VEU VANGUARD INTL EQUITY 0.4%
Value ($000) $10,827 Shares 176,625 Est. Cost $45.78 Unrealized
LDOS LEIDOS HOLDINGS INC 0.4%
Value ($000) $10,777 Shares 121,230 Est. Cost $75.37 Unrealized +17.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $10,560 Shares 29,711 Est. Cost $127.92 Unrealized +141.5%
BMY BRISTOL-MYERS SQUIBB 0.4%
Value ($000) $10,411 Shares 166,980 Est. Cost $34.56 Unrealized +42.5%
BSX BOSTON SCIENTIFIC CO 0.4%
Value ($000) $10,226 Shares 240,734 Est. Cost $30.19 Unrealized +39.2%
RPD RAPID7 INC 0.4%
Value ($000) $10,059 Shares 85,474 Est. Cost $69.01 Unrealized +78.7%
MTCH MATCH GROUP INC NEW 0.4%
Value ($000) $9,848 Shares 74,462 Est. Cost $103.47 Unrealized +36.8%
V VISA INC 0.4%
Value ($000) $9,516 Shares 43,912 Est. Cost $115.57 Unrealized +80.1%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $9,493 Shares 50,337 Est. Cost $234.10 Unrealized -7.8%
TM TOYOTA MOTOR CORP 0.4%
Value ($000) $9,104 Shares 49,131 Est. Cost $118.17 Unrealized
IBM INTL BUSINESS MACH 0.3%
Value ($000) $8,979 Shares 67,180 Est. Cost $114.68 Unrealized -7.1%
IAC IAC INTERACTIVECORP 0.3%
Value ($000) $8,742 Shares 66,881 Est. Cost $126.01 Unrealized -10.5%
EXAS EXACT SCIENCES CORP 0.3%
Value ($000) $8,707 Shares 111,872 Est. Cost $94.64 Unrealized -6.8%
AER AERCAP HOLDINGS NV 0.3%
Value ($000) $8,167 Shares 124,845 Est. Cost $42.94 Unrealized +41.9%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $7,800 Shares 117,636 Est. Cost $47.27 Unrealized +17.0%
RNG RINGCENTRAL INC 0.3%
Value ($000) $7,531 Shares 40,195 Est. Cost $230.09 Unrealized -3.5%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $7,366 Shares 11,208 Est. Cost $237.29 Unrealized +171.0%
MCK MCKESSON CORP 0.3%
Value ($000) $7,218 Shares 29,039 Est. Cost $118.99 Unrealized +80.5%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $7,192 Shares 117,535 Est. Cost $53.74 Unrealized +0.3%
PSX PHILLIPS 66 0.3%
Value ($000) $6,925 Shares 95,565 Est. Cost $43.65 Unrealized +48.3%
UNP UNION PAC CORP 0.3%
Value ($000) $6,845 Shares 27,172 Est. Cost $71.47 Unrealized +200.8%
SLM SLM CORP 0.3%
Value ($000) $6,749 Shares 343,088 Est. Cost $8.79 Unrealized +108.3%
HSY HERSHEY CO 0.3%
Value ($000) $6,686 Shares 34,557 Est. Cost $71.27 Unrealized +129.5%
MMM 3M CO 0.3%
Value ($000) $6,681 Shares 37,611 Est. Cost $75.86 Unrealized +67.8%
ACN ACCENTURE PLC IRELAN 0.3%
Value ($000) $6,598 Shares 15,915 Est. Cost $105.82 Unrealized +224.4%
LHX L3HARRIS TECHNOLOGIE 0.2%
Value ($000) $6,389 Shares 29,960 Est. Cost $173.93 Unrealized +17.0%
ABT ABBOTT LABS 0.2%
Value ($000) $6,242 Shares 44,348 Est. Cost $36.69 Unrealized +223.5%
TGT TARGET CORP 0.2%
Value ($000) $6,161 Shares 26,619 Est. Cost $61.33 Unrealized +249.2%
BRK/B BERKSHIRE HATHAWAY I 0.2%
Value ($000) $6,046 Shares 20,222 Est. Cost $126.28 Unrealized +126.8%
VWO VANGUARD INTL EQUITY 0.2%
Value ($000) $5,883 Shares 118,955 Est. Cost $40.05 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $5,873 Shares 10,345 Est. Cost $152.98 Unrealized +219.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $5,859 Shares 56,635 Est. Cost $59.65 Unrealized +71.0%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $5,518 Shares 184,247 Est. Cost $48.80 Unrealized -41.2%
IEMG ISHARES INC 0.2%
Value ($000) $5,461 Shares 91,256 Est. Cost $50.71 Unrealized
REZI RESIDEO TECHNOLOGIES 0.2%
Value ($000) $5,080 Shares 195,160 Est. Cost $19.70 Unrealized +31.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $4,940 Shares 104,250 Est. Cost $18.43 Unrealized +77.9%
ELAN ELANCO ANIMAL HEALTH 0.2%
Value ($000) $4,871 Shares 171,645 Est. Cost $30.65 Unrealized +1.5%
EOG EOG RES INC 0.2%
Value ($000) $4,484 Shares 50,482 Est. Cost $62.86 Unrealized +16.6%
IWM ISHARES TR 0.2%
Value ($000) $4,462 Shares 20,050 Est. Cost $102.65 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $4,412 Shares 10,110 Est. Cost $323.01 Unrealized
CTVA CORTEVA INC 0.2%
Value ($000) $4,410 Shares 93,283 Est. Cost $25.50 Unrealized +70.7%
QCOM QUALCOMM INC 0.2%
Value ($000) $4,332 Shares 23,688 Est. Cost $83.14 Unrealized +75.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $3,984 Shares 42,674 Est. Cost $66.49 Unrealized +16.3%
CI CIGNA CORP NEW 0.1%
Value ($000) $3,666 Shares 15,964 Est. Cost $182.21 Unrealized +8.2%
CC CHEMOURS CO 0.1%
Value ($000) $3,616 Shares 107,761 Est. Cost $10.16 Unrealized +164.1%
TAK TAKEDA PHARMACEUTICAL 0.1%
Value ($000) $3,466 Shares 254,325 Est. Cost $18.94 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $3,459 Shares 47,476 Est. Cost $31.33 Unrealized +108.6%
WALGREENS BOOTS ALLI 0.1%
Value ($000) $3,342 Shares 64,072 Est. Cost $70.32 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $3,312 Shares 28,661 Est. Cost $56.19 Unrealized
DOW DOW INC 0.1%
Value ($000) $3,281 Shares 57,852 Est. Cost $35.94 Unrealized +25.3%
IJR ISHARES TR 0.1%
Value ($000) $3,267 Shares 28,520 Est. Cost $82.95 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $3,184 Shares 11,250 Est. Cost $203.58 Unrealized
CARR CARRIER GLOBAL CORPO 0.1%
Value ($000) $2,953 Shares 54,436 Est. Cost $17.13 Unrealized +197.4%
BAX BAXTER INTL INC 0.1%
Value ($000) $2,879 Shares 33,544 Est. Cost $31.39 Unrealized +133.1%
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $2,780 Shares 86,375 Est. Cost $41.02 Unrealized -20.6%
DIA SPDR DOW JONES INDL 0.1%
Value ($000) $2,617 Shares 7,200 Est. Cost $221.47 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $2,555 Shares 27,046 Est. Cost $62.95 Unrealized -2.2%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $2,498 Shares 28,694 Est. Cost $47.48 Unrealized +65.2%
GM GENERAL MTRS CO 0.1%
Value ($000) $2,496 Shares 42,569 Est. Cost $26.17 Unrealized +115.4%
ROYAL DUTCH SHELL PL 0.1%
Value ($000) $2,462 Shares 56,789 Est. Cost $46.98 Unrealized
ROYAL DUTCH SHELL PL 0.1%
Value ($000) $2,260 Shares 52,073 Est. Cost $61.49 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,119 Shares 5,325 Est. Cost $179.07 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $2,064 Shares 42,236 Est. Cost $35.20 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $1,996 Shares 87,280 Est. Cost $30.18 Unrealized -27.8%
SMID SMITH MIDLAND CORP 0.1%
Value ($000) $1,946 Shares 41,402 Est. Cost $7.86 Unrealized +255.7%
OGN ORGANON & CO 0.1%
Value ($000) $1,940 Shares 63,726 Est. Cost $26.71 Unrealized +1.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,925 Shares 18,355 Est. Cost $45.01 Unrealized +91.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,816 Shares 5,520 Est. Cost $76.22 Unrealized +254.4%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $1,780 Shares 3,269 Est. Cost $13.03 Unrealized +427.7%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,763 Shares 17,089 Est. Cost $56.61 Unrealized +42.2%
AMERICA MOVIL SAB DE 0.1%
Value ($000) $1,717 Shares 81,316 Est. Cost $12.88 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $1,677 Shares 20,198 Est. Cost $66.02 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $1,595 Shares 10,160 Est. Cost $66.62 Unrealized +152.0%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $1,487 Shares 46,702 Est. Cost $12.97 Unrealized +134.7%
VIMEO INC 0.1%
Value ($000) $1,485 Shares 82,695 Est. Cost $48.42 Unrealized
EME EMCOR GROUP INC 0.1%
Value ($000) $1,459 Shares 11,455 Est. Cost $67.68 Unrealized +80.4%
USLM UNITED STS LIME & MI 0.1%
Value ($000) $1,394 Shares 10,804 Est. Cost $16.12 Unrealized +55.2%
AEHR AEHR TEST SYS 0.1%
Value ($000) $1,390 Shares 57,498 Est. Cost $1.67 Unrealized +1071.1%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,339 Shares 4,556 Est. Cost $20.71 Unrealized +32.6%
BROOKFIELD ASSET MGM 0.1%
Value ($000) $1,293 Shares 21,409 Est. Cost $38.18 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $1,207 Shares 12,980 Est. Cost $53.94 Unrealized +51.9%
QUIDEL CORP 0.0%
Value ($000) $1,206 Shares 8,934 Est. Cost $161.82 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $1,203 Shares 6,802 Est. Cost $93.60 Unrealized +47.6%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $1,127 Shares 39,605 Est. Cost $35.56 Unrealized
EGBN EAGLE BANCORP INC MD 0.0%
Value ($000) $1,107 Shares 18,976 Est. Cost $30.75 Unrealized +55.6%
NOW SERVICENOW INC 0.0%
Value ($000) $1,096 Shares 1,688 Est. Cost $131.29 Unrealized 0.0%
CHANGE HEALTHCARE IN 0.0%
Value ($000) $1,032 Shares 48,248 Est. Cost $9.99 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $960 Shares 46,200 Est. Cost $9.34 Unrealized +49.9%
EVI EVI INDS INC 0.0%
Value ($000) $947 Shares 30,331 Est. Cost $20.11 Unrealized +53.4%
ORCL ORACLE CORP 0.0%
Value ($000) $937 Shares 10,743 Est. Cost $64.42 Unrealized +38.0%
AVID TECHNOLOGY INC 0.0%
Value ($000) $925 Shares 28,391 Est. Cost $7.26 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $891 Shares 1,479 Est. Cost $14.01 Unrealized +356.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $874 Shares 11,122 Est. Cost $62.43 Unrealized -0.5%
KEY KEYCORP 0.0%
Value ($000) $865 Shares 37,406 Est. Cost $13.60 Unrealized +38.2%
BNL BROADSTONE NET LEASE 0.0%
Value ($000) $788 Shares 31,750 Est. Cost $23.41 Unrealized
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $763 Shares 35,064 Est. Cost $6.62 Unrealized +225.2%
NSSC NAPCO SEC TECHNOLOGI 0.0%
Value ($000) $760 Shares 15,210 Est. Cost $10.18 Unrealized +123.9%
SENEA SENECA FOODS CORP NE 0.0%
Value ($000) $702 Shares 14,650 Est. Cost $31.59 Unrealized +55.8%
NBIX NEUROCRINE BIOSCIENC 0.0%
Value ($000) $694 Shares 8,143 Est. Cost $101.74 Unrealized -9.6%
BX BLACKSTONE INC 0.0%
Value ($000) $693 Shares 5,353 Est. Cost $105.64 Unrealized +9.9%
GHM GRAHAM CORP 0.0%
Value ($000) $668 Shares 53,674 Est. Cost $15.61 Unrealized -18.3%
GTLS CHART INDS INC 0.0%
Value ($000) $637 Shares 3,992 Est. Cost $65.02 Unrealized +171.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $620 Shares 450 Est. Cost $45.08 Unrealized +224.2%
STX SEAGATE TECHNOLOGY H 0.0%
Value ($000) $592 Shares 5,238 Est. Cost $79.08 Unrealized +7.1%
AVNW AVIAT NETWORKS INC 0.0%
Value ($000) $591 Shares 18,428 Est. Cost $22.56 Unrealized +38.5%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $572 Shares 3,975 Est. Cost $134.42 Unrealized 0.0%
SCI SERVICE CORP INTL 0.0%
Value ($000) $571 Shares 8,039 Est. Cost $38.41 Unrealized +73.0%
TSPH TUSIMPLE HLDGS INC 0.0%
Value ($000) $565 Shares 15,767 Est. Cost $37.10 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $564 Shares 4,826 Est. Cost $74.04 Unrealized +38.1%
MTRN MATERION CORP 0.0%
Value ($000) $553 Shares 6,020 Est. Cost $50.77 Unrealized +64.2%
PNC PNC FINL SVCS GROUP 0.0%
Value ($000) $539 Shares 2,690 Est. Cost $68.32 Unrealized +155.1%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $526 Shares 2,179 Est. Cost $166.70 Unrealized
PNRG PRIMEENERGY RESOURCE 0.0%
Value ($000) $513 Shares 7,430 Est. Cost $97.48 Unrealized -32.2%
EARTHSTONE ENERGY IN 0.0%
Value ($000) $503 Shares 46,004 Est. Cost $3.91 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $483 Shares 18,118 Est. Cost $25.83 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $483 Shares 1,870 Est. Cost $219.81 Unrealized 0.0%
SDY SPDR SER TR 0.0%
Value ($000) $470 Shares 3,640 Est. Cost $116.54 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $463 Shares 975 Est. Cost $242.26 Unrealized
GLW CORNING INC 0.0%
Value ($000) $456 Shares 12,250 Est. Cost $20.85 Unrealized +59.9%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $453 Shares 9,450 Est. Cost $33.66 Unrealized +31.9%
II-VI INC 0.0%
Value ($000) $449 Shares 6,575 Est. Cost $47.15 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $446 Shares 2,671 Est. Cost $92.63 Unrealized +62.7%
TEVA TEVA PHARMACEUTICAL 0.0%
Value ($000) $445 Shares 55,505 Est. Cost $38.10 Unrealized
TROX TRONOX HOLDINGS PLC 0.0%
Value ($000) $432 Shares 17,965 Est. Cost $7.72 Unrealized +209.9%
IVV ISHARES TR 0.0%
Value ($000) $432 Shares 906 Est. Cost $296.80 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $430 Shares 3,011 Est. Cost $65.51 Unrealized +75.9%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $422 Shares 1,907 Est. Cost $186.08 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $422 Shares 10,106 Est. Cost $8.79 Unrealized +307.2%
PKOH PARK-OHIO HLDGS CORP 0.0%
Value ($000) $420 Shares 19,825 Est. Cost $19.81 Unrealized +2.0%
OVV OVINTIV INC 0.0%
Value ($000) $408 Shares 12,100 Est. Cost $35.71 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $406 Shares 5,917 Est. Cost $28.96 Unrealized +88.9%
TTD THE TRADE DESK INC 0.0%
Value ($000) $399 Shares 4,350 Est. Cost $66.75 Unrealized +31.2%
CDK GLOBAL INC 0.0%
Value ($000) $382 Shares 9,157 Est. Cost $40.76 Unrealized
VEA VANGUARD TAX-MANAGED 0.0%
Value ($000) $374 Shares 7,324 Est. Cost $42.60 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $368 Shares 3,113 Est. Cost $57.20 Unrealized +82.2%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $358 Shares 781 Est. Cost $337.07 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $348 Shares 8,907 Est. Cost $21.44 Unrealized +43.0%
FERRO CORP 0.0%
Value ($000) $344 Shares 15,765 Est. Cost $11.92 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $344 Shares 11,866 Est. Cost $29.61 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $338 Shares 4,500 Est. Cost $40.57 Unrealized +60.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $335 Shares 5,228 Est. Cost $31.29 Unrealized +86.7%
CME CME GROUP INC 0.0%
Value ($000) $331 Shares 1,450 Est. Cost $175.60 Unrealized +5.3%
SANDY SPRING BANCORP 0.0%
Value ($000) $329 Shares 6,840 Est. Cost $45.87 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $316 Shares 1,245 Est. Cost $333.51 Unrealized -12.3%
ACA ARCOSA INC 0.0%
Value ($000) $315 Shares 5,986 Est. Cost $37.94 Unrealized +39.3%
ITRI ITRON INC 0.0%
Value ($000) $309 Shares 4,510 Est. Cost $63.70 Unrealized +10.5%
GT GOODYEAR TIRE & RUBR 0.0%
Value ($000) $309 Shares 14,483 Est. Cost $8.91 Unrealized +132.9%
BCPC BALCHEM CORP 0.0%
Value ($000) $303 Shares 1,800 Est. Cost $102.27 Unrealized +52.9%
AES AES CORP 0.0%
Value ($000) $302 Shares 12,417 Est. Cost $20.54 Unrealized +0.7%
WD WALKER & DUNLOP INC 0.0%
Value ($000) $302 Shares 2,000 Est. Cost $85.15 Unrealized +45.5%
CSV CARRIAGE SVCS INC 0.0%
Value ($000) $290 Shares 4,500 Est. Cost $38.05 Unrealized +28.3%
DOC HEALTHPEAK PROPERTIE 0.0%
Value ($000) $275 Shares 7,622 Est. Cost $27.87 Unrealized -1.7%
TGNA TEGNA INC 0.0%
Value ($000) $271 Shares 14,600 Est. Cost $14.45 Unrealized +38.4%
RVTY PERKINELMER INC 0.0%
Value ($000) $271 Shares 1,346 Est. Cost $139.07 Unrealized +28.7%
BIOMERICA INC 0.0%
Value ($000) $270 Shares 69,350 Est. Cost $6.15 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $268 Shares 19,811 Est. Cost $13.32 Unrealized -16.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $263 Shares 1,395 Est. Cost $134.60 Unrealized +26.4%
TRN TRINITY INDS INC 0.0%
Value ($000) $263 Shares 8,724 Est. Cost $15.50 Unrealized +55.5%
IJJ ISHARES TR 0.0%
Value ($000) $263 Shares 2,380 Est. Cost $86.13 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $258 Shares 1,652 Est. Cost $124.00 Unrealized +28.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $256 Shares 797 Est. Cost $287.15 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $255 Shares 6,457 Est. Cost $37.50 Unrealized
CMC MATERIALS INC 0.0%
Value ($000) $253 Shares 1,320 Est. Cost $191.67 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $253 Shares 54,250 Est. Cost $4.66 Unrealized
HOLLYFRONTIER CORP 0.0%
Value ($000) $252 Shares 7,687 Est. Cost $35.77 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $250 Shares 1,460 Est. Cost $170.01 Unrealized
SPH SUBURBAN PROPANE PAR 0.0%
Value ($000) $249 Shares 17,000 Est. Cost $15.35 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $248 Shares 2,900 Est. Cost $72.07 Unrealized
OPCH OPTION CARE HEALTH I 0.0%
Value ($000) $244 Shares 8,590 Est. Cost $23.20 Unrealized +13.2%
KD KYNDRYL HOLDINGS 0.0%
Value ($000) $240 Shares 13,266 Est. Cost $21.59 Unrealized 0.0%
IDEANOMICS INC 0.0%
Value ($000) $240 Shares 200,000 Est. Cost $1.20 Unrealized
MWA MUELLER WTR PRODS IN 0.0%
Value ($000) $235 Shares 16,300 Est. Cost $8.17 Unrealized +72.2%
TSLA TESLA INC 0.0%
Value ($000) $234 Shares 221 Est. Cost $335.39 Unrealized 0.0%
UG UNITED GUARDIAN INC 0.0%
Value ($000) $228 Shares 13,899 Est. Cost $14.95 Unrealized +0.8%
IJT ISHARES TR 0.0%
Value ($000) $222 Shares 1,600 Est. Cost $128.13 Unrealized
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $221 Shares 2,825 Est. Cost $68.53 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $220 Shares 3,801 Est. Cost $55.04 Unrealized +1.6%
IJS ISHARES TR 0.0%
Value ($000) $220 Shares 2,100 Est. Cost $100.95 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $215 Shares 849 Est. Cost $229.23 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $214 Shares 8,032 Est. Cost $26.41 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $209 Shares 9,849 Est. Cost $23.25 Unrealized
HIG HARTFORD FINL SVCS G 0.0%
Value ($000) $204 Shares 2,956 Est. Cost $60.45 Unrealized +7.3%
IWO ISHARES TR 0.0%
Value ($000) $200 Shares 683 Est. Cost $221.93 Unrealized
MERC MERCER INTL INC 0.0%
Value ($000) $199 Shares 16,600 Est. Cost $7.76 Unrealized +24.7%
GSE SYS INC 0.0%
Value ($000) $193 Shares 112,775 Est. Cost $1.53 Unrealized
TV GRUPO TELEVISA S A B 0.0%
Value ($000) $173 Shares 18,470 Est. Cost $5.27 Unrealized
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $155 Shares 19,790 Est. Cost $7.24 Unrealized +20.7%
HLIT HARMONIC INC 0.0%
Value ($000) $139 Shares 11,790 Est. Cost $5.59 Unrealized +84.3%
BARK BARK INC 0.0%
Value ($000) $136 Shares 32,116 Est. Cost $10.79 Unrealized -46.9%
GGB GERDAU SA 0.0%
Value ($000) $128 Shares 26,110 Est. Cost $2.28 Unrealized
NUVEEN MUN VALUE FD 0.0%
Value ($000) $104 Shares 10,000 Est. Cost $11.30 Unrealized
DIGITALBRIDGE GROUP 0.0%
Value ($000) $99 Shares 11,870 Est. Cost $6.07 Unrealized
ASPIRA WOMENS HEALTH 0.0%
Value ($000) $90 Shares 50,664 Est. Cost $3.81 Unrealized
EMCORE CORP 0.0%
Value ($000) $89 Shares 12,729 Est. Cost $3.14 Unrealized
QUANTUM CORP 0.0%
Value ($000) $67 Shares 12,190 Est. Cost $3.91 Unrealized
HDSN HUDSON TECHNOLOGIES 0.0%
Value ($000) $50 Shares 11,200 Est. Cost $0.86 Unrealized +349.2%
TELLURIAN INC NEW 0.0%
Value ($000) $48 Shares 15,594 Est. Cost $0.94 Unrealized
CYANOTECH CORP 0.0%
Value ($000) $44 Shares 13,786 Est. Cost $2.33 Unrealized
MIND TECHNOLOGY INC 0.0%
Value ($000) $40 Shares 24,252 Est. Cost $2.09 Unrealized
WIRELESS TELECOM GRO 0.0%
Value ($000) $24 Shares 11,100 Est. Cost $0.99 Unrealized
CASI PHARMACEUTICALS 0.0%
Value ($000) $23 Shares 28,703 Est. Cost $2.46 Unrealized
PALATIN TECHNOLOGIES 0.0%
Value ($000) $9 Shares 17,000 Est. Cost $1.18 Unrealized