MOODY LYNN & LIEBERSON, LLC Diversified Active

CIK: 0000938592 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 24, 2023

Total Value ($000): $1,166,701 (100.0% shares, 0.0% debt)

Holdings (206)

MSFT MICROSOFT CORP 5.3%
Value ($000) $61,343 Shares 194,278 Est. Cost $67.28 Unrealized +382.4%
AAPL APPLE INC 4.4%
Value ($000) $50,886 Shares 297,216 Est. Cost $96.94 Unrealized +87.0%
GOOGL ALPHABET INC CAP STOCK CL A 4.3%
Value ($000) $50,528 Shares 386,121 Est. Cost $113.69 Unrealized +12.9%
LLY LILLY ELI & CO 4.2%
Value ($000) $48,723 Shares 90,709 Est. Cost $146.55 Unrealized +245.8%
AVGO BROADCOM INC 3.9%
Value ($000) $45,440 Shares 54,709 Est. Cost $28.24 Unrealized +197.4%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 3.3%
Value ($000) $38,923 Shares 111,112 Est. Cost $289.91 Unrealized +22.4%
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $38,737 Shares 89,053 Est. Cost $17.05 Unrealized +162.5%
GLD SPDR GOLD SHARES 2.7%
Value ($000) $31,336 Shares 182,769 Est. Cost $171.96 Unrealized
BX BLACKSTONE INC 2.6%
Value ($000) $30,792 Shares 287,401 Est. Cost $49.68 Unrealized +96.1%
MA MASTERCARD INCORPORATED CL A 2.6%
Value ($000) $30,727 Shares 77,610 Est. Cost $148.38 Unrealized +167.0%
WM WASTE MANAGEMENT INC DEL 2.4%
Value ($000) $27,649 Shares 181,375 Est. Cost $87.19 Unrealized +78.9%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $27,422 Shares 189,094 Est. Cost $77.97 Unrealized +82.5%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value ($000) $24,872 Shares 49,138 Est. Cost $187.58 Unrealized +182.0%
VRTX VERTEX PHARMACEUTICALS INC 2.1%
Value ($000) $24,203 Shares 69,601 Est. Cost $279.34 Unrealized +25.2%
LIN LINDE PLC 2.0%
Value ($000) $23,583 Shares 63,335 Est. Cost $322.87 Unrealized +14.3%
MS MORGAN STANLEY 2.0%
Value ($000) $23,227 Shares 284,401 Est. Cost $57.36 Unrealized +40.0%
PEP PEPSICO INC 2.0%
Value ($000) $23,057 Shares 136,080 Est. Cost $120.66 Unrealized +38.5%
AMZN AMAZON.COM INC 1.9%
Value ($000) $22,438 Shares 176,508 Est. Cost $120.41 Unrealized +11.3%
ABT ABBOTT LABORATORIES 1.8%
Value ($000) $20,454 Shares 211,192 Est. Cost $60.87 Unrealized +65.0%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $20,235 Shares 129,917 Est. Cost $118.12 Unrealized +29.8%
HD HOME DEPOT INC 1.7%
Value ($000) $20,175 Shares 66,769 Est. Cost $150.04 Unrealized +101.9%
HON HONEYWELL INTL INC 1.6%
Value ($000) $18,538 Shares 100,347 Est. Cost $136.25 Unrealized +27.6%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $18,241 Shares 44,604 Est. Cost $314.59 Unrealized +31.9%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $18,056 Shares 311,098 Est. Cost $45.96 Unrealized +18.2%
ETN EATON CORP PLC 1.5%
Value ($000) $17,921 Shares 84,026 Est. Cost $171.00 Unrealized +22.6%
NOW SERVICENOW INC 1.5%
Value ($000) $17,209 Shares 30,787 Est. Cost $77.48 Unrealized +47.2%
SYK STRYKER CORPORATION 1.5%
Value ($000) $17,130 Shares 62,687 Est. Cost $170.57 Unrealized +64.2%
CVX CHEVRON CORP 1.3%
Value ($000) $15,716 Shares 93,201 Est. Cost $150.82 Unrealized -3.4%
ABBV ABBVIE INC 1.3%
Value ($000) $15,405 Shares 103,348 Est. Cost $105.04 Unrealized +28.8%
PAYC PAYCOM SOFTWARE INC 1.1%
Value ($000) $13,299 Shares 51,294 Est. Cost $247.48 Unrealized +20.9%
V VISA INC CL A 1.0%
Value ($000) $12,184 Shares 52,970 Est. Cost $167.92 Unrealized +40.6%
MCD MCDONALDS CORP 1.0%
Value ($000) $11,306 Shares 42,918 Est. Cost $126.61 Unrealized +112.9%
MDB MONGODB INC CL A 0.9%
Value ($000) $10,988 Shares 31,769 Est. Cost $212.31 Unrealized +78.8%
XOM EXXON MOBILE CORP 0.9%
Value ($000) $10,902 Shares 92,723 Est. Cost $88.16 Unrealized +14.6%
MRK MERCK & CO INC 0.9%
Value ($000) $10,587 Shares 102,834 Est. Cost $71.74 Unrealized +39.2%
KO COCA-COLA CO 0.9%
Value ($000) $10,355 Shares 184,977 Est. Cost $36.81 Unrealized +51.4%
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $9,103 Shares 21,295 Est. Cost $260.96 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $8,608 Shares 59,017 Est. Cost $103.02 Unrealized +39.9%
MAR MARRIOTT INTL INC CL A 0.7%
Value ($000) $8,474 Shares 43,111 Est. Cost $125.46 Unrealized +54.7%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $7,908 Shares 49,733 Est. Cost $93.83 Unrealized +69.3%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $7,743 Shares 33,028 Est. Cost $78.22 Unrealized +51.3%
GOOG ALPHABET INC CAP STOCK CL C 0.6%
Value ($000) $6,955 Shares 52,750 Est. Cost $113.97 Unrealized +13.2%
EXR EXTRA SPACE STORAGE INC 0.6%
Value ($000) $6,778 Shares 55,746 Est. Cost $98.12 Unrealized +23.5%
NVO NOVO-NORDISK AS ADR 0.5%
Value ($000) $5,940 Shares 65,320 Est. Cost $41.33 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $5,686 Shares 15,057 Est. Cost $28.05 Unrealized +51.1%
ORCL ORACLE CORP 0.5%
Value ($000) $5,665 Shares 53,486 Est. Cost $79.83 Unrealized +41.3%
EL LAUDER ESTEE COS INC CL A 0.5%
Value ($000) $5,384 Shares 37,244 Est. Cost $184.53 Unrealized -13.8%
ITW ILLINOIS TOOL WORKS INC 0.4%
Value ($000) $5,126 Shares 22,255 Est. Cost $200.29 Unrealized +14.9%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $4,583 Shares 10,411 Est. Cost $352.05 Unrealized +19.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $4,577 Shares 9,077 Est. Cost $262.75 Unrealized +78.9%
WMT WAL-MART INC 0.4%
Value ($000) $4,486 Shares 28,052 Est. Cost $45.66 Unrealized +13.5%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $4,471 Shares 18,586 Est. Cost $71.66 Unrealized +222.6%
TEAM ATLASSIAN CORPORATION CL A 0.4%
Value ($000) $4,407 Shares 21,870 Est. Cost $171.00 Unrealized +11.0%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $3,914 Shares 56,394 Est. Cost $56.62 Unrealized +18.7%
VTI VANGUARD TOTAL STOCK MARKET IN 0.3%
Value ($000) $3,797 Shares 17,874 Est. Cost $164.42 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $3,730 Shares 48,599 Est. Cost $70.52 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $3,592 Shares 7,417 Est. Cost $403.95 Unrealized +19.5%
CRWD CROWDSTRIKE HOLDINGS INC CL A 0.3%
Value ($000) $3,295 Shares 19,686 Est. Cost $139.36 Unrealized +11.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $3,257 Shares 6,387 Est. Cost $308.55 Unrealized +70.0%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $3,206 Shares 12,401 Est. Cost $243.04 Unrealized +6.3%
IDXX IDEXX LABORATORIES INC 0.3%
Value ($000) $3,147 Shares 7,196 Est. Cost $417.21 Unrealized +19.5%
ACN ACCENTURE PLC IRELAND CLASS A 0.3%
Value ($000) $3,141 Shares 10,228 Est. Cost $135.61 Unrealized +124.4%
URA GLOBAL X URANIUM ETF 0.3%
Value ($000) $3,109 Shares 114,986 Est. Cost $27.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $3,087 Shares 30,027 Est. Cost $96.37 Unrealized +12.6%
CCJ CAMECO CORP 0.3%
Value ($000) $3,077 Shares 77,621 Est. Cost $35.17 Unrealized 0.0%
FDX FEDEX CORP 0.3%
Value ($000) $3,018 Shares 11,392 Est. Cost $246.77 Unrealized 0.0%
SPOTIFY TECHNOLOGY SA 0.3%
Value ($000) $2,951 Shares 19,082 Est. Cost $160.55 Unrealized
ISRG INTUITIVE SURGICAL INC NEW 0.3%
Value ($000) $2,921 Shares 9,992 Est. Cost $301.10 Unrealized +3.7%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $2,901 Shares 31,661 Est. Cost $47.27 Unrealized +97.0%
GE GENERAL ELECTRIC CO NEW 0.2%
Value ($000) $2,899 Shares 26,222 Est. Cost $65.91 Unrealized +34.5%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $2,516 Shares 93,000 Est. Cost $18.17 Unrealized +38.7%
URI UNITED RENTALS INC 0.2%
Value ($000) $2,515 Shares 5,657 Est. Cost $447.53 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $2,444 Shares 44,789 Est. Cost $56.53 Unrealized +7.2%
FLR FLUOR CORP 0.2%
Value ($000) $2,421 Shares 65,961 Est. Cost $33.49 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ET 0.2%
Value ($000) $2,421 Shares 10,799 Est. Cost $154.20 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,320 Shares 40,503 Est. Cost $72.09 Unrealized -10.6%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $2,149 Shares 39,981 Est. Cost $40.70 Unrealized +23.6%
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $2,031 Shares 14,882 Est. Cost $104.90 Unrealized +0.7%
PFE PFIZER INC 0.2%
Value ($000) $1,935 Shares 58,323 Est. Cost $35.10 Unrealized -12.9%
DHR DANAHER CORPORATION 0.2%
Value ($000) $1,899 Shares 7,656 Est. Cost $234.06 Unrealized -5.9%
INTU INTUIT 0.2%
Value ($000) $1,855 Shares 3,631 Est. Cost $490.74 Unrealized +1.6%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,768 Shares 6,933 Est. Cost $252.28 Unrealized +3.9%
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,709 Shares 23,744 Est. Cost $84.08 Unrealized -3.4%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $1,697 Shares 21,127 Est. Cost $50.66 Unrealized +62.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,658 Shares 20,452 Est. Cost $132.23 Unrealized -36.9%
SNPS SYNOPSYS INC 0.1%
Value ($000) $1,606 Shares 3,500 Est. Cost $447.51 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $1,603 Shares 3,687 Est. Cost $370.54 Unrealized +12.5%
ATLKY ATLAS COPCO AB SP ADR A NEW 0.1%
Value ($000) $1,521 Shares 113,532 Est. Cost $14.31 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $1,513 Shares 15,822 Est. Cost $87.65 Unrealized +12.1%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $1,370 Shares 6,727 Est. Cost $137.99 Unrealized +49.4%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $1,344 Shares 16,000 Est. Cost $23.92 Unrealized +76.2%
CRM SALESFORCE INC 0.1%
Value ($000) $1,340 Shares 6,606 Est. Cost $199.16 Unrealized +7.2%
META META PLATFORMS INC CL A 0.1%
Value ($000) $1,312 Shares 4,369 Est. Cost $184.69 Unrealized +62.0%
NSRGY NESTLE SA SP ADR 0.1%
Value ($000) $1,294 Shares 11,436 Est. Cost $81.77 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $1,282 Shares 5,473 Est. Cost $234.06 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $1,264 Shares 21,548 Est. Cost $64.22 Unrealized +3.1%
DIA SPDR DOW JONES INDUSTRIAL AVER 0.1%
Value ($000) $1,191 Shares 3,555 Est. Cost $150.08 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $1,168 Shares 6,350 Est. Cost $134.89 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $1,150 Shares 2,519 Est. Cost $317.92 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $1,138 Shares 6,085 Est. Cost $35.46 Unrealized +463.6%
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $1,101 Shares 9,005 Est. Cost $149.18 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $1,080 Shares 1,561 Est. Cost $166.15 Unrealized +326.4%
BHP BHP GROUP LTD SP ADS 0.1%
Value ($000) $1,068 Shares 18,768 Est. Cost $63.29 Unrealized
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $1,066 Shares 7,477 Est. Cost $41.53 Unrealized +247.4%
PSA PUBLIC STORAGE 0.1%
Value ($000) $1,054 Shares 4,000 Est. Cost $151.11 Unrealized +67.9%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $1,045 Shares 2,682 Est. Cost $213.27 Unrealized +83.5%
CBT CABOT CORP 0.1%
Value ($000) $1,039 Shares 15,000 Est. Cost $58.58 Unrealized +13.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $922 Shares 13,374 Est. Cost $74.86 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $879 Shares 4,971 Est. Cost $203.38 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.1%
Value ($000) $876 Shares 5,636 Est. Cost $66.16 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $868 Shares 783 Est. Cost $352.45 Unrealized +247.7%
YUM YUM BRANDS INC 0.1%
Value ($000) $856 Shares 6,850 Est. Cost $64.82 Unrealized +93.7%
BLACKROCK INC 0.1%
Value ($000) $843 Shares 1,304 Est. Cost $463.73 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $839 Shares 8,683 Est. Cost $63.02 Unrealized +44.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $797 Shares 8,736 Est. Cost $56.65 Unrealized +63.2%
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $797 Shares 13,405 Est. Cost $42.72 Unrealized +31.9%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $795 Shares 11,626 Est. Cost $0.06 Unrealized
TJX TJX COS INC 0.1%
Value ($000) $766 Shares 8,616 Est. Cost $56.47 Unrealized +51.1%
AMGN AMGEN INC 0.1%
Value ($000) $764 Shares 2,842 Est. Cost $226.24 Unrealized +2.5%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $755 Shares 4,590 Est. Cost $220.91 Unrealized -24.1%
INTC INTEL CORP 0.1%
Value ($000) $739 Shares 20,786 Est. Cost $47.24 Unrealized -27.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $712 Shares 16,921 Est. Cost $17.60 Unrealized +106.9%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $711 Shares 2,853 Est. Cost $149.73 Unrealized
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $701 Shares 14,197 Est. Cost $35.74 Unrealized +47.2%
MSCI MSCI INC 0.1%
Value ($000) $699 Shares 1,363 Est. Cost $155.32 Unrealized +229.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $695 Shares 25,387 Est. Cost $27.74 Unrealized +0.3%
DEO DIAGEO PLC SP ADR NEW 0.1%
Value ($000) $686 Shares 4,601 Est. Cost $140.18 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $649 Shares 4,580 Est. Cost $59.28 Unrealized +106.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $644 Shares 5,005 Est. Cost $129.59 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $635 Shares 1,616 Est. Cost $0.35 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $607 Shares 3,469 Est. Cost $127.09 Unrealized +39.2%
WSO WATSCO INC 0.1%
Value ($000) $607 Shares 1,606 Est. Cost $228.37 Unrealized +58.3%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $585 Shares 6,206 Est. Cost $70.74 Unrealized
RTO RENTOKIL INITIAL PLC SP ADR 0.0%
Value ($000) $582 Shares 15,715 Est. Cost $0.03 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $579 Shares 8,946 Est. Cost $63.78 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $576 Shares 3,389 Est. Cost $151.43 Unrealized +26.3%
TXNM PNM RESOURCES INC 0.0%
Value ($000) $549 Shares 12,308 Est. Cost $27.01 Unrealized +65.4%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $547 Shares 7,902 Est. Cost $73.88 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $542 Shares 4,521 Est. Cost $49.98 Unrealized +115.8%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $538 Shares 2,649 Est. Cost $169.90 Unrealized +15.2%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $535 Shares 2,571 Est. Cost $29.99 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $510 Shares 605 Est. Cost $117.83 Unrealized +536.4%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.0%
Value ($000) $487 Shares 8,563 Est. Cost $56.76 Unrealized -0.0%
BLACKSTONE REIT INC CL I 0.0%
Value ($000) $482 Shares 32,370 Est. Cost $14.60 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $480 Shares 850 Est. Cost $494.28 Unrealized +7.7%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $477 Shares 3,401 Est. Cost $129.35 Unrealized +11.3%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.0%
Value ($000) $469 Shares 8,918 Est. Cost $49.63 Unrealized +15.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $468 Shares 4,750 Est. Cost $67.44 Unrealized +45.5%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $455 Shares 2,961 Est. Cost $106.00 Unrealized +29.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $446 Shares 13,265 Est. Cost $23.40 Unrealized +30.3%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $439 Shares 1,023 Est. Cost $215.74 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $433 Shares 3,104 Est. Cost $65.18 Unrealized +115.3%
LPLA LPL FINANCIAL HOLDINGS INC 0.0%
Value ($000) $428 Shares 1,800 Est. Cost $143.63 Unrealized +61.7%
BJ BJS WHSL CLUB HOLDINGS INC 0.0%
Value ($000) $426 Shares 5,973 Est. Cost $66.80 Unrealized +0.7%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $413 Shares 15,098 Est. Cost $26.36 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $411 Shares 1,611 Est. Cost $226.26 Unrealized +12.1%
WMB WILLIAMS COS INC 0.0%
Value ($000) $395 Shares 11,723 Est. Cost $20.94 Unrealized +47.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $395 Shares 4,903 Est. Cost $52.48 Unrealized +51.9%
FISV FISERV INC 0.0%
Value ($000) $393 Shares 3,480 Est. Cost $87.63 Unrealized +40.5%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $388 Shares 3,600 Est. Cost $91.52 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $379 Shares 5,056 Est. Cost $69.76 Unrealized +1.3%
HEI HEICO CORP 0.0%
Value ($000) $378 Shares 2,335 Est. Cost $168.55 Unrealized +0.7%
ECL ECOLAB INC 0.0%
Value ($000) $378 Shares 2,231 Est. Cost $175.79 Unrealized +0.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $375 Shares 2,297 Est. Cost $95.13 Unrealized +67.9%
LNG CHENIERE ENERGY INC NEW 0.0%
Value ($000) $361 Shares 2,177 Est. Cost $148.05 Unrealized +9.0%
CPRT COPART INC 0.0%
Value ($000) $359 Shares 8,339 Est. Cost $35.60 Unrealized +24.9%
LEA LEAR CORP NEW 0.0%
Value ($000) $357 Shares 2,658 Est. Cost $64.32 Unrealized +110.4%
EPI WISDOMTREE INDIA EARNINGS FUND 0.0%
Value ($000) $335 Shares 9,117 Est. Cost $23.30 Unrealized
DDOG DATADOG INC CL A 0.0%
Value ($000) $332 Shares 3,650 Est. Cost $98.92 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $324 Shares 1,180 Est. Cost $149.35 Unrealized +85.0%
CB CHUBB LIMITED 0.0%
Value ($000) $304 Shares 1,461 Est. Cost $196.32 Unrealized +0.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $300 Shares 2,696 Est. Cost $98.38 Unrealized +5.3%
ASML ASML HOLDING NV NY REGISTRY 0.0%
Value ($000) $291 Shares 495 Est. Cost $299.03 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $289 Shares 8,740 Est. Cost $31.93 Unrealized +1.8%
SJM SMUCKER J M CO NEW 0.0%
Value ($000) $281 Shares 2,289 Est. Cost $79.17 Unrealized +64.0%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $273 Shares 2,525 Est. Cost $67.40 Unrealized +53.2%
LAM RESEARCH CORP 0.0%
Value ($000) $271 Shares 433 Est. Cost $531.46 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $262 Shares 4,120 Est. Cost $38.71 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $257 Shares 3,800 Est. Cost $52.67 Unrealized +26.1%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $256 Shares 2,089 Est. Cost $108.60 Unrealized +6.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $256 Shares 7,894 Est. Cost $39.51 Unrealized -26.6%
NVS NOVARTIS AG SP ADR 0.0%
Value ($000) $254 Shares 2,489 Est. Cost $82.77 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $252 Shares 1,636 Est. Cost $161.19 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $250 Shares 1,974 Est. Cost $109.40 Unrealized +7.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $250 Shares 5,600 Est. Cost $44.83 Unrealized -1.8%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $249 Shares 1,772 Est. Cost $112.10 Unrealized +17.5%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $247 Shares 4,433 Est. Cost $42.11 Unrealized +32.9%
MMM 3M CO 0.0%
Value ($000) $246 Shares 2,632 Est. Cost $118.83 Unrealized -33.1%
TTD THE TRADE DESK INC CL A 0.0%
Value ($000) $234 Shares 3,000 Est. Cost $80.85 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $234 Shares 4,050 Est. Cost $37.83 Unrealized +66.4%
COOPER COS INC NEW 0.0%
Value ($000) $232 Shares 728 Est. Cost $383.43 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $227 Shares 801 Est. Cost $260.83 Unrealized +5.4%
VEA VANGUARD FTSE DEVELOPED MARKET 0.0%
Value ($000) $226 Shares 5,173 Est. Cost $45.02 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $225 Shares 900 Est. Cost $197.74 Unrealized +29.9%
DE DEERE & CO 0.0%
Value ($000) $224 Shares 594 Est. Cost $388.98 Unrealized +2.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $221 Shares 1,484 Est. Cost $144.95 Unrealized +9.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $220 Shares 267 Est. Cost $781.58 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $215 Shares 1,035 Est. Cost $197.77 Unrealized +8.7%
PSX PHILLIPS 66 0.0%
Value ($000) $211 Shares 1,755 Est. Cost $103.33 Unrealized 0.0%
HEFA ISHARES CURRENCY HEDGED MSCI E 0.0%
Value ($000) $211 Shares 7,000 Est. Cost $31.00 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $207 Shares 1,554 Est. Cost $131.35 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $206 Shares 1,045 Est. Cost $226.47 Unrealized -9.5%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $201 Shares 221 Est. Cost $61.07 Unrealized +2.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $201 Shares 620 Est. Cost $315.37 Unrealized 0.0%
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $160 Shares 14,150 Est. Cost $11.25 Unrealized
SRCH SEARCHLIGHT MINERALS CORP NEW 0.0%
Value ($000) $0 Shares 27,000 Est. Cost $0.00 Unrealized -28.7%