HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

Location: Bethesda, MD

CIK: 0000937589 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value: $2.391B

Holdings (246)

AAPL APPLE INC 5.6%
Value $133M Shares 776,692 Est. Cost $83.43 Unrealized +117.3%
MSFT MICROSOFT CORP 4.2%
Value $101M Shares 319,917 Est. Cost $33.52 Unrealized +868.2%
PANW PALO ALTO NETWORKS INC 3.0%
Value $72M Shares 307,134 Est. Cost $68.10 Unrealized +73.8%
MA MASTERCARD INCORPORATED 2.4%
Value $57.1M Shares 144,227 Est. Cost $83.32 Unrealized +375.5%
GOOGL ALPHABET INC 2.4%
Value $56.77M Shares 433,804 Est. Cost $106.44 Unrealized +20.6%
GOOG ALPHABET INC 2.3%
Value $55.96M Shares 424,455 Est. Cost $106.99 Unrealized +20.6%
AVGO BROADCOM INC 2.3%
Value $54.82M Shares 66,001 Est. Cost $21.45 Unrealized +291.5%
MAR MARRIOTT INTL INC NEW 2.0%
Value $48.49M Shares 246,673 Est. Cost $41.37 Unrealized +369.1%
AMZN AMAZON COM INC 1.8%
Value $42.04M Shares 330,663 Est. Cost $121.66 Unrealized +10.1%
CAT CATERPILLAR INC 1.7%
Value $39.7M Shares 145,415 Est. Cost $63.29 Unrealized +313.1%
HD HOME DEPOT INC 1.6%
Value $39.44M Shares 130,507 Est. Cost $87.11 Unrealized +247.8%
CSCO CISCO SYS INC 1.5%
Value $36.28M Shares 674,818 Est. Cost $17.98 Unrealized +179.7%
JPM JPMORGAN CHASE & CO 1.4%
Value $34.23M Shares 236,048 Est. Cost $45.83 Unrealized +210.5%
CRM SALESFORCE INC 1.4%
Value $33.67M Shares 166,028 Est. Cost $166.70 Unrealized +28.1%
UNH UNITEDHEALTH GROUP INC 1.4%
Value $32.92M Shares 65,293 Est. Cost $207.49 Unrealized +126.5%
DIS DISNEY WALT CO 1.3%
Value $32.08M Shares 395,771 Est. Cost $79.66 Unrealized +4.7%
WMT WALMART INC 1.3%
Value $31.52M Shares 197,095 Est. Cost $21.54 Unrealized +140.5%
NKE NIKE INC 1.3%
Value $30.16M Shares 315,358 Est. Cost $57.74 Unrealized +70.1%
ZTS ZOETIS INC 1.3%
Value $30.1M Shares 172,976 Est. Cost $40.38 Unrealized +338.2%
STZ CONSTELLATION BRANDS INC 1.2%
Value $29.33M Shares 116,704 Est. Cost $87.59 Unrealized +184.6%
VB VANGUARD INDEX FDS 1.2%
Value $29.31M Shares 155,008 Est. Cost $96.69 Unrealized
MLM MARTIN MARIETTA MATLS INC 1.2%
Value $28.51M Shares 69,433 Est. Cost $121.91 Unrealized +257.7%
MRK MERCK & CO INC 1.2%
Value $28.27M Shares 274,584 Est. Cost $39.63 Unrealized +151.9%
MCD MCDONALDS CORP 1.2%
Value $27.79M Shares 105,476 Est. Cost $84.04 Unrealized +220.7%
AXP AMERICAN EXPRESS CO 1.1%
Value $27.49M Shares 184,243 Est. Cost $61.37 Unrealized +158.9%
JNJ JOHNSON & JOHNSON 1.1%
Value $25.81M Shares 165,681 Est. Cost $70.32 Unrealized +118.0%
CVX CHEVRON CORP NEW 1.1%
Value $25.74M Shares 152,644 Est. Cost $70.90 Unrealized +105.6%
MDY SPDR S&P MIDCAP 400 ETF TR 1.1%
Value $25.48M Shares 55,800 Est. Cost $213.13 Unrealized
BLACKROCK INC 1.0%
Value $24.3M Shares 37,590 Est. Cost $416.78 Unrealized
SPLUNK INC 1.0%
Value $24.1M Shares 164,779 Est. Cost $143.29 Unrealized
FDX FEDEX CORP 1.0%
Value $23.85M Shares 90,017 Est. Cost $134.87 Unrealized +83.0%
COP CONOCOPHILLIPS 1.0%
Value $23.47M Shares 195,949 Est. Cost $41.79 Unrealized +158.2%
GS GOLDMAN SACHS GROUP INC 0.9%
Value $22.38M Shares 69,167 Est. Cost $143.45 Unrealized +119.8%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value $22.29M Shares 44,029 Est. Cost $290.46 Unrealized +82.1%
YUMC YUM CHINA HLDGS INC 0.9%
Value $22.17M Shares 397,809 Est. Cost $31.07 Unrealized +80.1%
NVDA NVIDIA CORPORATION 0.9%
Value $21.49M Shares 49,399 Est. Cost $18.16 Unrealized +146.5%
MS MORGAN STANLEY 0.9%
Value $21.07M Shares 257,965 Est. Cost $25.25 Unrealized +218.0%
BAC BANK AMERICA CORP 0.9%
Value $21.03M Shares 767,933 Est. Cost $16.43 Unrealized +69.3%
TROW PRICE T ROWE GROUP INC 0.9%
Value $20.88M Shares 199,048 Est. Cost $60.79 Unrealized +65.0%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value $20.25M Shares 84,189 Est. Cost $76.70 Unrealized +201.4%
RTX RTX CORPORATION 0.8%
Value $20.24M Shares 281,204 Est. Cost $58.24 Unrealized +39.5%
EQIX EQUINIX INC 0.8%
Value $20.01M Shares 27,557 Est. Cost $423.69 Unrealized +73.7%
INTC INTEL CORP 0.8%
Value $18.6M Shares 523,214 Est. Cost $18.44 Unrealized +85.6%
AMGN AMGEN INC 0.7%
Value $17.79M Shares 66,199 Est. Cost $78.18 Unrealized +196.6%
BA BOEING CO 0.7%
Value $17.36M Shares 90,512 Est. Cost $104.15 Unrealized +110.1%
CSX CSX CORP 0.7%
Value $16.89M Shares 549,384 Est. Cost $22.80 Unrealized +34.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.7%
Value $16.56M Shares 147,533 Est. Cost $92.14 Unrealized +34.8%
YUM YUM BRANDS INC 0.7%
Value $16.46M Shares 131,721 Est. Cost $39.62 Unrealized +216.9%
AMT AMERICAN TOWER CORP NEW 0.7%
Value $16.44M Shares 99,980 Est. Cost $152.75 Unrealized +9.8%
CMCSA COMCAST CORP NEW 0.7%
Value $16.37M Shares 369,144 Est. Cost $29.89 Unrealized +38.8%
PEP PEPSICO INC 0.7%
Value $16.22M Shares 95,732 Est. Cost $58.19 Unrealized +187.3%
APD AIR PRODS & CHEMS INC 0.7%
Value $16.09M Shares 56,770 Est. Cost $102.13 Unrealized +169.1%
SYF SYNCHRONY FINANCIAL 0.7%
Value $15.96M Shares 522,115 Est. Cost $25.25 Unrealized +25.3%
PCAR PACCAR INC 0.7%
Value $15.63M Shares 183,889 Est. Cost $35.81 Unrealized +114.2%
KO COCA COLA CO 0.6%
Value $15.28M Shares 272,863 Est. Cost $29.07 Unrealized +91.7%
C CITIGROUP INC 0.6%
Value $15.22M Shares 369,960 Est. Cost $39.87 Unrealized +1.5%
COF CAPITAL ONE FINL CORP 0.6%
Value $14.67M Shares 151,122 Est. Cost $60.68 Unrealized +69.8%
VO VANGUARD INDEX FDS 0.6%
Value $14.52M Shares 69,689 Est. Cost $163.13 Unrealized
PFE PFIZER INC 0.6%
Value $14.41M Shares 434,246 Est. Cost $19.66 Unrealized +55.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.6%
Value $14.1M Shares 7,696 Est. Cost $13.66 Unrealized +185.3%
COST COSTCO WHSL CORP NEW 0.6%
Value $13.92M Shares 24,633 Est. Cost $347.56 Unrealized +53.1%
IQV IQVIA HLDGS INC 0.6%
Value $13.51M Shares 68,647 Est. Cost $216.22 Unrealized +0.4%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $13.31M Shares 410,743 Est. Cost $28.74 Unrealized +0.9%
UPS UNITED PARCEL SERVICE INC 0.5%
Value $12.57M Shares 80,637 Est. Cost $61.22 Unrealized +147.7%
ACN ACCENTURE PLC IRELAND 0.5%
Value $12.29M Shares 40,036 Est. Cost $214.89 Unrealized +41.6%
PG PROCTER AND GAMBLE CO 0.5%
Value $12.29M Shares 84,276 Est. Cost $57.88 Unrealized +149.0%
DD DUPONT DE NEMOURS INC 0.5%
Value $12.04M Shares 161,382 Est. Cost $24.84 Unrealized +20.3%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $11.71M Shares 221,732 Est. Cost $30.19 Unrealized +73.7%
XOM EXXON MOBIL CORP 0.5%
Value $11.51M Shares 97,897 Est. Cost $53.74 Unrealized +87.9%
NOW SERVICENOW INC 0.5%
Value $11.41M Shares 20,414 Est. Cost $100.19 Unrealized +13.9%
HON HONEYWELL INTL INC 0.5%
Value $11.33M Shares 61,341 Est. Cost $65.80 Unrealized +164.2%
ABBV ABBVIE INC 0.5%
Value $11.22M Shares 75,289 Est. Cost $34.77 Unrealized +289.2%
ADM ARCHER DANIELS MIDLAND CO 0.5%
Value $11.08M Shares 146,886 Est. Cost $24.99 Unrealized +198.5%
T AT&T INC 0.5%
Value $10.78M Shares 717,695 Est. Cost $12.90 Unrealized +0.4%
LIN LINDE PLC 0.4%
Value $10.68M Shares 28,682 Est. Cost $322.30 Unrealized +14.5%
PSX PHILLIPS 66 0.4%
Value $10.52M Shares 87,607 Est. Cost $43.65 Unrealized +136.7%
IEFA ISHARES TR 0.4%
Value $10.32M Shares 160,455 Est. Cost $60.90 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value $10.16M Shares 24,830 Est. Cost $131.51 Unrealized +215.6%
LDOS LEIDOS HOLDINGS INC 0.4%
Value $10.14M Shares 110,069 Est. Cost $75.72 Unrealized +20.9%
META META PLATFORMS INC 0.4%
Value $9.857M Shares 32,835 Est. Cost $180.97 Unrealized +65.3%
V VISA INC 0.4%
Value $9.812M Shares 42,660 Est. Cost $117.26 Unrealized +101.4%
SLB SCHLUMBERGER LTD 0.4%
Value $9.764M Shares 167,472 Est. Cost $48.80 Unrealized +11.5%
PM PHILIP MORRIS INTL INC 0.4%
Value $9.739M Shares 105,191 Est. Cost $50.61 Unrealized +70.3%
MCK MCKESSON CORP 0.4%
Value $9.524M Shares 21,902 Est. Cost $118.99 Unrealized +250.2%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value $9.207M Shares 177,487 Est. Cost $45.90 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value $9.068M Shares 158,289 Est. Cost $69.11 Unrealized -6.8%
EFA ISHARES TR 0.4%
Value $8.927M Shares 129,527 Est. Cost $57.97 Unrealized
NSC NORFOLK SOUTHN CORP 0.4%
Value $8.833M Shares 44,855 Est. Cost $63.45 Unrealized +223.1%
TM TOYOTA MOTOR CORP 0.4%
Value $8.688M Shares 48,332 Est. Cost $119.50 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value $8.552M Shares 147,349 Est. Cost $34.56 Unrealized +57.3%
MDLZ MONDELEZ INTL INC 0.3%
Value $8.137M Shares 117,249 Est. Cost $48.20 Unrealized +39.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $7.933M Shares 56,546 Est. Cost $114.68 Unrealized +14.9%
PYPL PAYPAL HLDGS INC 0.3%
Value $7.802M Shares 133,466 Est. Cost $144.59 Unrealized -55.1%
EXAS EXACT SCIENCES CORP 0.3%
Value $7.446M Shares 109,146 Est. Cost $91.07 Unrealized -6.8%
AER AERCAP HOLDINGS NV 0.3%
Value $7.092M Shares 113,172 Est. Cost $42.94 Unrealized +44.3%
VOO VANGUARD INDEX FDS 0.3%
Value $6.91M Shares 17,597 Est. Cost $343.11 Unrealized
SHEL SHELL PLC 0.3%
Value $6.463M Shares 100,383 Est. Cost $54.93 Unrealized
BURL BURLINGTON STORES INC 0.3%
Value $6.462M Shares 47,762 Est. Cost $149.33 Unrealized +7.4%
VTI VANGUARD INDEX FDS 0.3%
Value $6.257M Shares 29,457 Est. Cost $190.73 Unrealized
UNP UNION PAC CORP 0.3%
Value $6.138M Shares 30,141 Est. Cost $81.57 Unrealized +152.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $5.926M Shares 16,912 Est. Cost $129.52 Unrealized +173.9%
EOG EOG RES INC 0.2%
Value $5.692M Shares 44,890 Est. Cost $63.31 Unrealized +85.1%
MDT MEDTRONIC PLC 0.2%
Value $5.519M Shares 70,431 Est. Cost $63.94 Unrealized +21.7%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $5.403M Shares 31,033 Est. Cost $174.11 Unrealized +0.5%
IEMG ISHARES INC 0.2%
Value $5.384M Shares 113,128 Est. Cost $50.30 Unrealized
RPD RAPID7 INC 0.2%
Value $5.383M Shares 117,593 Est. Cost $64.88 Unrealized -28.9%
IAC IAC INC 0.2%
Value $5.164M Shares 102,476 Est. Cost $97.91 Unrealized -50.5%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $5.024M Shares 128,132 Est. Cost $39.93 Unrealized
HSY HERSHEY CO 0.2%
Value $4.983M Shares 24,903 Est. Cost $71.27 Unrealized +192.8%
TGT TARGET CORP 0.2%
Value $4.831M Shares 43,689 Est. Cost $92.31 Unrealized +26.1%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value $4.59M Shares 15,033 Est. Cost $258.01 Unrealized +33.9%
ABT ABBOTT LABS 0.2%
Value $4.404M Shares 45,472 Est. Cost $38.74 Unrealized +159.3%
RNG RINGCENTRAL INC 0.2%
Value $4.119M Shares 139,007 Est. Cost $105.98 Unrealized -68.7%
CTVA CORTEVA INC 0.2%
Value $4.08M Shares 79,754 Est. Cost $25.50 Unrealized +102.1%
CI THE CIGNA GROUP 0.2%
Value $3.947M Shares 13,796 Est. Cost $182.21 Unrealized +49.7%
SLM SLM CORP 0.2%
Value $3.888M Shares 285,480 Est. Cost $8.79 Unrealized +71.1%
HAL HALLIBURTON CO 0.1%
Value $3.445M Shares 85,060 Est. Cost $30.18 Unrealized +22.6%
IJH ISHARES TR 0.1%
Value $3.375M Shares 13,536 Est. Cost $211.87 Unrealized
IWM ISHARES TR 0.1%
Value $3.269M Shares 18,470 Est. Cost $102.65 Unrealized
IJR ISHARES TR 0.1%
Value $3.219M Shares 34,124 Est. Cost $84.90 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $3.116M Shares 74,112 Est. Cost $18.43 Unrealized +97.7%
QCOM QUALCOMM INC 0.1%
Value $3.024M Shares 27,225 Est. Cost $88.31 Unrealized +24.6%
CC CHEMOURS CO 0.1%
Value $2.934M Shares 104,598 Est. Cost $10.16 Unrealized +207.1%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value $2.779M Shares 175,910 Est. Cost $19.70 Unrealized -14.6%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $2.762M Shares 50,042 Est. Cost $18.01 Unrealized +196.8%
MMM 3M CO 0.1%
Value $2.712M Shares 28,966 Est. Cost $75.86 Unrealized +4.9%
DOW DOW INC 0.1%
Value $2.686M Shares 52,091 Est. Cost $35.94 Unrealized +28.8%
CVS CVS HEALTH CORP 0.1%
Value $2.658M Shares 38,066 Est. Cost $66.73 Unrealized -3.2%
GE GENERAL ELECTRIC CO 0.1%
Value $2.565M Shares 23,206 Est. Cost $62.95 Unrealized +40.8%
DISCOVER FINL SVCS 0.1%
Value $2.292M Shares 26,460 Est. Cost $56.19 Unrealized
AEHR AEHR TEST SYS 0.1%
Value $2.212M Shares 48,413 Est. Cost $2.00 Unrealized +2220.9%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $2.211M Shares 6,600 Est. Cost $223.19 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $2.083M Shares 5,815 Est. Cost $197.83 Unrealized
MTCH MATCH GROUP INC NEW 0.1%
Value $2.054M Shares 52,421 Est. Cost $92.26 Unrealized -53.1%
OTIS OTIS WORLDWIDE CORP 0.1%
Value $2.016M Shares 25,097 Est. Cost $47.48 Unrealized +73.1%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value $1.985M Shares 176,596 Est. Cost $29.31 Unrealized -60.4%
BF/B BROWN FORMAN CORP 0.1%
Value $1.948M Shares 33,685 Est. Cost $31.33 Unrealized +101.0%
EME EMCOR GROUP INC 0.1%
Value $1.915M Shares 9,104 Est. Cost $68.27 Unrealized +204.7%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value $1.91M Shares 123,459 Est. Cost $18.94 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value $1.856M Shares 9,328 Est. Cost $67.95 Unrealized +189.4%
HWM HOWMET AEROSPACE INC 0.1%
Value $1.794M Shares 38,790 Est. Cost $12.97 Unrealized +273.2%
USLM UNITED STS LIME & MINERALS I 0.1%
Value $1.663M Shares 8,274 Est. Cost $16.12 Unrealized +158.1%
GM GENERAL MTRS CO 0.1%
Value $1.64M Shares 49,753 Est. Cost $28.06 Unrealized +23.4%
EEM ISHARES TR 0.1%
Value $1.536M Shares 40,462 Est. Cost $35.29 Unrealized
DXC DXC TECHNOLOGY CO 0.1%
Value $1.491M Shares 71,579 Est. Cost $41.02 Unrealized -44.0%
BAX BAXTER INTL INC 0.1%
Value $1.435M Shares 38,014 Est. Cost $32.70 Unrealized +22.8%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value $1.354M Shares 60,875 Est. Cost $70.32 Unrealized
DHR DANAHER CORPORATION 0.1%
Value $1.296M Shares 5,225 Est. Cost $83.00 Unrealized +165.3%
IWR ISHARES TR 0.1%
Value $1.293M Shares 18,675 Est. Cost $66.05 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.1%
Value $1.258M Shares 72,635 Est. Cost $21.05 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $1.206M Shares 13,662 Est. Cost $45.01 Unrealized +85.6%
OGN ORGANON & CO 0.0%
Value $1.174M Shares 67,602 Est. Cost $25.56 Unrealized -27.4%
SPY SPDR S&P 500 ETF TR 0.0%
Value $1.124M Shares 2,630 Est. Cost $350.45 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value $1.055M Shares 3,214 Est. Cost $13.20 Unrealized +185.2%
EARTHSTONE ENERGY INC 0.0%
Value $929K Shares 45,877 Est. Cost $4.17 Unrealized
SMID SMITH MIDLAND CORP 0.0%
Value $839K Shares 44,268 Est. Cost $9.10 Unrealized +135.6%
HMC HONDA MOTOR LTD 0.0%
Value $805K Shares 23,917 Est. Cost $35.40 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $792K Shares 7,040 Est. Cost $101.74 Unrealized +3.5%
AVID TECHNOLOGY INC 0.0%
Value $774K Shares 28,813 Est. Cost $7.90 Unrealized
EVI EVI INDS INC 0.0%
Value $753K Shares 30,326 Est. Cost $20.11 Unrealized +21.0%
MPC MARATHON PETE CORP 0.0%
Value $746K Shares 4,931 Est. Cost $31.29 Unrealized +323.9%
STT STATE STR CORP 0.0%
Value $746K Shares 11,140 Est. Cost $53.94 Unrealized +20.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $725K Shares 66,750 Est. Cost $18.55 Unrealized -32.7%
GHM GRAHAM CORP 0.0%
Value $710K Shares 42,782 Est. Cost $15.44 Unrealized -2.1%
IWF ISHARES TR 0.0%
Value $694K Shares 2,610 Est. Cost $266.61 Unrealized
BN BROOKFIELD CORP 0.0%
Value $671K Shares 21,453 Est. Cost $21.90 Unrealized +1.2%
SENEA SENECA FOODS CORP NEW 0.0%
Value $658K Shares 12,218 Est. Cost $31.59 Unrealized +41.7%
DLR DIGITAL RLTY TR INC 0.0%
Value $650K Shares 5,367 Est. Cost $94.40 Unrealized +20.3%
PNRG PRIMEENERGY RESOURCES CORP 0.0%
Value $649K Shares 5,595 Est. Cost $97.48 Unrealized +1.1%
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value $648K Shares 29,112 Est. Cost $15.17 Unrealized +93.5%
GTLS CHART INDS INC 0.0%
Value $618K Shares 3,657 Est. Cost $65.02 Unrealized +158.6%
VLO VALERO ENERGY CORP 0.0%
Value $609K Shares 4,298 Est. Cost $50.02 Unrealized +144.2%
AVNW AVIAT NETWORKS INC 0.0%
Value $598K Shares 19,175 Est. Cost $22.81 Unrealized +38.6%
MTRN MATERION CORP 0.0%
Value $584K Shares 5,727 Est. Cost $51.30 Unrealized +112.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $560K Shares 54,855 Est. Cost $38.10 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $558K Shares 8,196 Est. Cost $71.08 Unrealized +2.0%
F FORD MTR CO DEL 0.0%
Value $546K Shares 43,924 Est. Cost $9.39 Unrealized +18.1%
MRNA MODERNA INC 0.0%
Value $530K Shares 5,135 Est. Cost $152.40 Unrealized -26.8%
NFLX NETFLIX INC 0.0%
Value $514K Shares 1,360 Est. Cost $14.38 Unrealized +194.8%
BX BLACKSTONE INC 0.0%
Value $513K Shares 4,789 Est. Cost $95.98 Unrealized +1.5%
D DOMINION ENERGY INC 0.0%
Value $481K Shares 10,777 Est. Cost $62.43 Unrealized -29.5%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $477K Shares 30,531 Est. Cost $8.42 Unrealized +85.4%
QDEL QUIDELORTHO CORP 0.0%
Value $460K Shares 6,298 Est. Cost $99.86 Unrealized -20.0%
SCI SERVICE CORP INTL 0.0%
Value $457K Shares 7,996 Est. Cost $38.41 Unrealized +64.4%
VTEB VANGUARD MUN BD FDS 0.0%
Value $454K Shares 9,440 Est. Cost $48.16 Unrealized
ACA ARCOSA INC 0.0%
Value $438K Shares 6,096 Est. Cost $39.84 Unrealized +89.3%
GLW CORNING INC 0.0%
Value $434K Shares 14,247 Est. Cost $22.33 Unrealized +37.5%
LLY ELI LILLY & CO 0.0%
Value $417K Shares 776 Est. Cost $351.01 Unrealized +44.4%
TTD THE TRADE DESK INC 0.0%
Value $383K Shares 4,900 Est. Cost $64.66 Unrealized +25.0%
SHM SPDR SER TR 0.0%
Value $370K Shares 8,000 Est. Cost $46.25 Unrealized
EGBN EAGLE BANCORP INC MD 0.0%
Value $365K Shares 17,036 Est. Cost $36.31 Unrealized -40.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value $362K Shares 9,702 Est. Cost $10.87 Unrealized +258.8%
PKOH PARK-OHIO HLDGS CORP 0.0%
Value $355K Shares 17,844 Est. Cost $19.81 Unrealized -10.0%
ORCL ORACLE CORP 0.0%
Value $349K Shares 3,298 Est. Cost $64.42 Unrealized +75.1%
SBUX STARBUCKS CORP 0.0%
Value $333K Shares 3,649 Est. Cost $75.01 Unrealized +23.3%
EEMV ISHARES INC 0.0%
Value $310K Shares 5,820 Est. Cost $53.26 Unrealized
SUB ISHARES TR 0.0%
Value $309K Shares 3,000 Est. Cost $103.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $297K Shares 2,456 Est. Cost $65.51 Unrealized +79.8%
WM WASTE MGMT INC DEL 0.0%
Value $282K Shares 1,849 Est. Cost $92.63 Unrealized +68.4%
OPCH OPTION CARE HEALTH INC 0.0%
Value $281K Shares 8,684 Est. Cost $23.28 Unrealized +44.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value $275K Shares 3,045 Est. Cost $87.36 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $273K Shares 4,135 Est. Cost $79.25 Unrealized -24.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $270K Shares 2,203 Est. Cost $70.31 Unrealized +63.7%
NSP INSPERITY INC 0.0%
Value $264K Shares 2,707 Est. Cost $57.20 Unrealized +68.8%
ICLN ISHARES TR 0.0%
Value $257K Shares 17,574 Est. Cost $21.48 Unrealized
TROX TRONOX HOLDINGS PLC 0.0%
Value $256K Shares 19,046 Est. Cost $8.31 Unrealized +60.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $247K Shares 2,401 Est. Cost $81.38 Unrealized +33.4%
SHOP SHOPIFY INC 0.0%
Value $246K Shares 4,500 Est. Cost $44.00 Unrealized +37.7%
TXN TEXAS INSTRS INC 0.0%
Value $244K Shares 1,536 Est. Cost $137.39 Unrealized +15.6%
TSLA TESLA INC 0.0%
Value $242K Shares 969 Est. Cost $256.88 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value $240K Shares 2,380 Est. Cost $86.13 Unrealized
CME CME GROUP INC 0.0%
Value $230K Shares 1,150 Est. Cost $175.60 Unrealized +2.6%
DINO HF SINCLAIR CORP 0.0%
Value $228K Shares 4,011 Est. Cost $30.32 Unrealized +62.0%
QRVO QORVO INC 0.0%
Value $227K Shares 2,376 Est. Cost $90.32 Unrealized +13.0%
GLD SPDR GOLD TR 0.0%
Value $225K Shares 1,310 Est. Cost $169.74 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value $224K Shares 3,152 Est. Cost $60.97 Unrealized +13.8%
L LOEWS CORP 0.0%
Value $224K Shares 3,540 Est. Cost $55.15 Unrealized +12.2%
BCPC BALCHEM CORP 0.0%
Value $223K Shares 1,800 Est. Cost $102.27 Unrealized +27.8%
IVV ISHARES TR 0.0%
Value $219K Shares 510 Est. Cost $309.50 Unrealized
COHR COHERENT CORP 0.0%
Value $218K Shares 6,671 Est. Cost $47.89 Unrealized -14.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $216K Shares 491 Est. Cost $495.16 Unrealized -14.8%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $216K Shares 2,384 Est. Cost $87.98 Unrealized +0.6%
ACTIVISION BLIZZARD INC 0.0%
Value $216K Shares 2,308 Est. Cost $85.69 Unrealized
TGNA TEGNA INC 0.0%
Value $214K Shares 14,680 Est. Cost $14.45 Unrealized +12.2%
VV VANGUARD INDEX FDS 0.0%
Value $210K Shares 1,075 Est. Cost $173.91 Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value $210K Shares 3,695 Est. Cost $43.06 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $209K Shares 1,916 Est. Cost $81.35 Unrealized +24.7%
IJK ISHARES TR 0.0%
Value $209K Shares 2,900 Est. Cost $71.38 Unrealized
GLDM WORLD GOLD TR 0.0%
Value $208K Shares 5,685 Est. Cost $36.24 Unrealized
IJS ISHARES TR 0.0%
Value $206K Shares 2,306 Est. Cost $91.50 Unrealized
ASUR ASURE SOFTWARE INC 0.0%
Value $193K Shares 20,442 Est. Cost $7.20 Unrealized +68.0%
BNL BROADSTONE NET LEASE INC 0.0%
Value $179K Shares 12,500 Est. Cost $23.41 Unrealized
HDSN HUDSON TECHNOLOGIES INC 0.0%
Value $176K Shares 13,199 Est. Cost $2.26 Unrealized +378.5%
JBGS JBG SMITH PPTYS 0.0%
Value $174K Shares 12,042 Est. Cost $25.91 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value $153K Shares 12,100 Est. Cost $8.17 Unrealized +70.4%
GGB GERDAU SA 0.0%
Value $131K Shares 27,405 Est. Cost $2.54 Unrealized
MERC MERCER INTL INC 0.0%
Value $129K Shares 15,012 Est. Cost $7.76 Unrealized +1.6%
HLIT HARMONIC INC 0.0%
Value $113K Shares 11,786 Est. Cost $5.59 Unrealized +113.3%
VTRS VIATRIS INC 0.0%
Value $111K Shares 11,305 Est. Cost $13.32 Unrealized -29.9%
SOUTHWESTERN ENERGY CO 0.0%
Value $99,000 Shares 15,380 Est. Cost $4.66 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value $83,000 Shares 10,000 Est. Cost $11.30 Unrealized
BIOMERICA INC 0.0%
Value $60,000 Shares 70,348 Est. Cost $6.10 Unrealized
BARK BARK INC 0.0%
Value $39,000 Shares 32,116 Est. Cost $10.79 Unrealized -87.1%
TSPH TUSIMPLE HLDGS INC 0.0%
Value $25,000 Shares 15,767 Est. Cost $37.10 Unrealized
ALLBIRDS INC 0.0%
Value $18,000 Shares 16,459 Est. Cost $6.01 Unrealized
GSE SYS INC 0.0%
Value $3,000 Shares 16,092 Est. Cost $1.52 Unrealized