Cadence Bank Diversified Active

CIK: 0001299939 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 10, 2021

Total Value ($000): $716,934 (100.0% shares, 0.0% debt)

Holdings (193)

MGC VANGUARD WORLD FD 10.0%
Value ($000) $71,586 Shares 469,754 Est. Cost $96.84 Unrealized
MUSA MURPHY USA INC 9.8%
Value ($000) $70,528 Shares 421,671 Est. Cost $73.43 Unrealized +100.9%
MUR MURPHY OIL CORP 5.2%
Value ($000) $37,382 Shares 1,497,098 Est. Cost $20.74 Unrealized -10.6%
ACWX ISHARES TR 3.4%
Value ($000) $24,266 Shares 437,928 Est. Cost $49.66 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $24,143 Shares 85,637 Est. Cost $101.14 Unrealized +177.6%
AMAT APPLIED MATLS INC 2.9%
Value ($000) $21,110 Shares 163,989 Est. Cost $47.08 Unrealized +177.4%
AAPL APPLE INC 2.7%
Value ($000) $19,441 Shares 137,395 Est. Cost $93.39 Unrealized +54.1%
BANCORPSOUTH BK TUPELO MISS 2.6%
Value ($000) $18,706 Shares 628,146 Est. Cost $30.06 Unrealized
PRU PRUDENTIAL FINL INC 2.1%
Value ($000) $14,709 Shares 139,824 Est. Cost $62.86 Unrealized +32.7%
VO VANGUARD INDEX FDS 1.9%
Value ($000) $13,771 Shares 58,163 Est. Cost $161.68 Unrealized
VB VANGUARD INDEX FDS 1.8%
Value ($000) $13,050 Shares 59,681 Est. Cost $164.31 Unrealized
AVGO BROADCOM INC 1.6%
Value ($000) $11,134 Shares 22,959 Est. Cost $24.72 Unrealized +79.9%
INTC INTEL CORP 1.4%
Value ($000) $10,171 Shares 190,889 Est. Cost $39.29 Unrealized +26.8%
NTR NUTRIEN LTD 1.4%
Value ($000) $10,097 Shares 155,751 Est. Cost $37.27 Unrealized +43.5%
ABBV ABBVIE INC 1.4%
Value ($000) $9,946 Shares 92,212 Est. Cost $63.06 Unrealized +54.2%
BND VANGUARD BD INDEX FDS 1.3%
Value ($000) $9,578 Shares 112,097 Est. Cost $85.48 Unrealized
V VISA INC 1.3%
Value ($000) $9,037 Shares 40,571 Est. Cost $158.62 Unrealized +43.1%
RTX RAYTHEON TECHNOLOGIES CORP 1.2%
Value ($000) $8,911 Shares 103,659 Est. Cost $55.59 Unrealized +39.2%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $8,773 Shares 48,176 Est. Cost $89.56 Unrealized +81.7%
QSR RESTAURANT BRANDS INTL INC 1.2%
Value ($000) $8,662 Shares 141,556 Est. Cost $54.56 Unrealized +17.4%
WMT WALMART INC 1.2%
Value ($000) $8,399 Shares 60,261 Est. Cost $33.43 Unrealized +36.0%
VLO VALERO ENERGY CORP 1.1%
Value ($000) $7,767 Shares 110,050 Est. Cost $49.89 Unrealized +15.4%
FDX FEDEX CORP 1.1%
Value ($000) $7,698 Shares 35,102 Est. Cost $175.31 Unrealized +41.4%
MCD MCDONALDS CORP 1.1%
Value ($000) $7,630 Shares 31,643 Est. Cost $168.79 Unrealized +27.9%
FHN FIRST HORIZON CORPORATION 1.0%
Value ($000) $7,069 Shares 433,963 Est. Cost $12.33 Unrealized +10.7%
QCOM QUALCOMM INC 1.0%
Value ($000) $7,059 Shares 54,729 Est. Cost $77.75 Unrealized +65.7%
CSCO CISCO SYS INC 1.0%
Value ($000) $7,047 Shares 129,477 Est. Cost $31.46 Unrealized +56.5%
KO COCA COLA CO 1.0%
Value ($000) $6,954 Shares 132,531 Est. Cost $42.81 Unrealized +14.0%
PEP PEPSICO INC 0.9%
Value ($000) $6,500 Shares 43,212 Est. Cost $96.41 Unrealized +40.0%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $6,476 Shares 119,908 Est. Cost $36.52 Unrealized +15.9%
SCHW SCHWAB CHARLES CORP 0.9%
Value ($000) $6,446 Shares 88,506 Est. Cost $34.12 Unrealized +97.5%
EOG EOG RES INC 0.9%
Value ($000) $6,425 Shares 80,044 Est. Cost $47.15 Unrealized +24.7%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,416 Shares 109,072 Est. Cost $54.53 Unrealized -11.2%
ORI OLD REP INTL CORP 0.9%
Value ($000) $6,241 Shares 269,821 Est. Cost $12.57 Unrealized +37.6%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $6,229 Shares 105,281 Est. Cost $41.82 Unrealized +31.1%
TOTALENERGIES SE 0.8%
Value ($000) $5,958 Shares 124,300 Est. Cost $47.93 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.8%
Value ($000) $5,933 Shares 63,218 Est. Cost $50.64 Unrealized +41.1%
STZ CONSTELLATION BRANDS INC 0.8%
Value ($000) $5,884 Shares 27,926 Est. Cost $176.12 Unrealized +15.1%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $5,754 Shares 41,423 Est. Cost $101.27 Unrealized +10.7%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $5,549 Shares 14,069 Est. Cost $250.33 Unrealized
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $5,408 Shares 27,591 Est. Cost $165.30 Unrealized +8.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $5,376 Shares 33,286 Est. Cost $124.64 Unrealized +20.6%
NEM NEWMONT CORP 0.7%
Value ($000) $5,290 Shares 97,414 Est. Cost $51.65 Unrealized -0.6%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $5,277 Shares 55,667 Est. Cost $68.32 Unrealized +18.6%
MMM 3M CO 0.7%
Value ($000) $5,112 Shares 29,138 Est. Cost $107.32 Unrealized +28.0%
LW LAMB WESTON HLDGS INC 0.7%
Value ($000) $4,700 Shares 76,575 Est. Cost $62.86 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $4,212 Shares 31,808 Est. Cost $111.68 Unrealized +3.4%
RDIV INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $4,047 Shares 103,890 Est. Cost $33.40 Unrealized
CFG CITIZENS FINL GROUP INC 0.5%
Value ($000) $3,909 Shares 83,188 Est. Cost $25.88 Unrealized +40.7%
GOOGL ALPHABET INC 0.5%
Value ($000) $3,866 Shares 1,446 Est. Cost $56.11 Unrealized +140.7%
CMA COMERICA INC 0.5%
Value ($000) $3,739 Shares 46,450 Est. Cost $41.52 Unrealized +40.6%
ELV ANTHEM INC 0.5%
Value ($000) $3,662 Shares 9,821 Est. Cost $253.91 Unrealized +40.8%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $3,464 Shares 20,676 Est. Cost $91.46 Unrealized +73.1%
FLOT ISHARES TR 0.5%
Value ($000) $3,239 Shares 63,713 Est. Cost $50.82 Unrealized
LAM RESEARCH CORP 0.4%
Value ($000) $2,657 Shares 4,668 Est. Cost $206.89 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.3%
Value ($000) $2,409 Shares 46,693 Est. Cost $43.28 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $2,296 Shares 3,988 Est. Cost $181.97 Unrealized +245.9%
DHR DANAHER CORPORATION 0.3%
Value ($000) $2,173 Shares 7,139 Est. Cost $97.91 Unrealized +172.5%
RNST RENASANT CORP 0.3%
Value ($000) $2,052 Shares 56,929 Est. Cost $37.48 Unrealized -4.8%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,940 Shares 11,854 Est. Cost $87.72 Unrealized +59.9%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $1,925 Shares 11,683 Est. Cost $92.34 Unrealized +75.3%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $1,898 Shares 9,650 Est. Cost $85.20 Unrealized +104.2%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1,872 Shares 18,166 Est. Cost $62.95 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value ($000) $1,863 Shares 5,675 Est. Cost $223.72 Unrealized +31.7%
ADSK AUTODESK INC 0.3%
Value ($000) $1,801 Shares 6,314 Est. Cost $116.60 Unrealized +162.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $1,733 Shares 15,516 Est. Cost $43.53 Unrealized
FISV FISERV INC 0.2%
Value ($000) $1,699 Shares 15,663 Est. Cost $71.37 Unrealized +56.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,594 Shares 4,983 Est. Cost $135.63 Unrealized +125.3%
CIZN CITIZENS HLDG CO MISS 0.2%
Value ($000) $1,587 Shares 83,764 Est. Cost $15.77 Unrealized -9.5%
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,463 Shares 5,548 Est. Cost $187.76 Unrealized +35.9%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $1,426 Shares 66,921 Est. Cost $12.87 Unrealized +28.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,377 Shares 5,044 Est. Cost $208.61 Unrealized +34.6%
NESTLE SA REGISTERED 0.2%
Value ($000) $1,373 Shares 11,369 Est. Cost $111.98 Unrealized
UFPI UFP INDUSTRIES INC 0.2%
Value ($000) $1,373 Shares 20,205 Est. Cost $43.37 Unrealized +67.5%
EVR EVERCORE INC 0.2%
Value ($000) $1,343 Shares 10,045 Est. Cost $75.43 Unrealized +65.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,300 Shares 12,818 Est. Cost $87.15 Unrealized -4.4%
GIS GENERAL MLS INC 0.2%
Value ($000) $1,295 Shares 21,641 Est. Cost $43.32 Unrealized +17.7%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $1,285 Shares 9,491 Est. Cost $106.13 Unrealized
CPRT COPART INC 0.2%
Value ($000) $1,270 Shares 9,151 Est. Cost $29.22 Unrealized +22.3%
RHI ROBERT HALF INTL INC 0.2%
Value ($000) $1,248 Shares 12,442 Est. Cost $56.61 Unrealized +72.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,234 Shares 3 Est. Cost $284799.47 Unrealized +48.4%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,226 Shares 2,857 Est. Cost $277.57 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,210 Shares 6,296 Est. Cost $87.80 Unrealized +91.3%
SIMO SILICON MOTION TECHNOLOGY CO 0.2%
Value ($000) $1,153 Shares 16,715 Est. Cost $52.21 Unrealized
ICLR ICON PLC 0.2%
Value ($000) $1,114 Shares 4,253 Est. Cost $122.40 Unrealized +98.6%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $1,109 Shares 5,538 Est. Cost $86.69 Unrealized +117.2%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1,078 Shares 14,726 Est. Cost $25.69 Unrealized +37.1%
AMGN AMGEN INC 0.1%
Value ($000) $1,071 Shares 5,034 Est. Cost $161.71 Unrealized +23.8%
THO THOR INDS INC 0.1%
Value ($000) $1,047 Shares 8,532 Est. Cost $98.99 Unrealized +5.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,037 Shares 2,440 Est. Cost $358.57 Unrealized +16.5%
CHRD OASIS PETROLEUM INC 0.1%
Value ($000) $994 Shares 10,000 Est. Cost $31.82 Unrealized +90.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $963 Shares 293 Est. Cost $103.89 Unrealized +66.0%
MGA MAGNA INTL INC 0.1%
Value ($000) $958 Shares 12,731 Est. Cost $44.32 Unrealized +60.1%
PFE PFIZER INC 0.1%
Value ($000) $935 Shares 21,746 Est. Cost $25.68 Unrealized +38.9%
RHHBY ROCHE HLDG LTD 0.1%
Value ($000) $930 Shares 20,295 Est. Cost $31.61 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $901 Shares 12,001 Est. Cost $49.30 Unrealized +34.2%
SNPS SYNOPSYS INC 0.1%
Value ($000) $899 Shares 3,001 Est. Cost $86.51 Unrealized +250.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $883 Shares 9,774 Est. Cost $53.54 Unrealized +59.4%
BAX BAXTER INTL INC 0.1%
Value ($000) $872 Shares 10,845 Est. Cost $56.70 Unrealized +26.2%
T AT&T INC 0.1%
Value ($000) $863 Shares 31,947 Est. Cost $15.66 Unrealized +2.6%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $847 Shares 3,253 Est. Cost $275.54 Unrealized +2.7%
COOPER COS INC 0.1%
Value ($000) $845 Shares 2,044 Est. Cost $217.95 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $844 Shares 25,582 Est. Cost $21.05 Unrealized +53.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $829 Shares 2,383 Est. Cost $286.91 Unrealized +23.6%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $827 Shares 22,549 Est. Cost $15.52 Unrealized +95.5%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $815 Shares 4,413 Est. Cost $127.01 Unrealized +55.1%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $809 Shares 15,723 Est. Cost $51.47 Unrealized -8.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $801 Shares 4,173 Est. Cost $123.58 Unrealized +55.4%
THRM GENTHERM INC 0.1%
Value ($000) $798 Shares 9,863 Est. Cost $38.62 Unrealized +105.0%
NTES NETEASE INC 0.1%
Value ($000) $790 Shares 9,255 Est. Cost $145.60 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $789 Shares 12,728 Est. Cost $38.22 Unrealized +43.1%
SNBR SLEEP NUMBER CORP 0.1%
Value ($000) $781 Shares 8,350 Est. Cost $35.72 Unrealized +177.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $779 Shares 2,934 Est. Cost $191.48 Unrealized +29.9%
SSD SIMPSON MFG INC 0.1%
Value ($000) $768 Shares 7,178 Est. Cost $57.45 Unrealized +85.9%
BIIB BIOGEN INC 0.1%
Value ($000) $705 Shares 2,493 Est. Cost $314.46 Unrealized +4.2%
SEIC SEI INVTS CO 0.1%
Value ($000) $699 Shares 11,789 Est. Cost $47.70 Unrealized +20.5%
META FACEBOOK INC 0.1%
Value ($000) $689 Shares 2,030 Est. Cost $176.35 Unrealized +102.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $682 Shares 6,601 Est. Cost $84.75 Unrealized
TRMK TRUSTMARK CORP 0.1%
Value ($000) $675 Shares 20,958 Est. Cost $24.74 Unrealized +8.5%
PII POLARIS INC 0.1%
Value ($000) $650 Shares 5,432 Est. Cost $117.41 Unrealized +8.2%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $649 Shares 5,332 Est. Cost $118.77 Unrealized +1.7%
TSN TYSON FOODS INC 0.1%
Value ($000) $649 Shares 8,233 Est. Cost $61.11 Unrealized +7.7%
NVGS NAVIGATOR HLDGS LTD 0.1%
Value ($000) $623 Shares 70,000 Est. Cost $10.53 Unrealized -15.5%
SFNC SIMMONS 1ST NATL CORP 0.1%
Value ($000) $599 Shares 20,272 Est. Cost $19.09 Unrealized +48.1%
USA TRUCK INC 0.1%
Value ($000) $599 Shares 39,170 Est. Cost $18.14 Unrealized
MASI MASIMO CORP 0.1%
Value ($000) $588 Shares 2,172 Est. Cost $95.08 Unrealized +185.2%
EEM ISHARES TR 0.1%
Value ($000) $585 Shares 11,614 Est. Cost $40.40 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $579 Shares 4,899 Est. Cost $78.19 Unrealized +45.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $560 Shares 9,061 Est. Cost $53.43 Unrealized -3.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $536 Shares 3,488 Est. Cost $114.42 Unrealized
GPN GLOBAL PMTS INC 0.1%
Value ($000) $523 Shares 3,317 Est. Cost $155.39 Unrealized +7.3%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $521 Shares 8,887 Est. Cost $65.76 Unrealized -12.4%
NUE NUCOR CORP 0.1%
Value ($000) $512 Shares 5,196 Est. Cost $50.26 Unrealized +97.5%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $505 Shares 3,000 Est. Cost $74.59 Unrealized +119.4%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $499 Shares 1,383 Est. Cost $235.04 Unrealized +53.7%
TENNECO INC 0.1%
Value ($000) $499 Shares 35,000 Est. Cost $10.71 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $499 Shares 3,978 Est. Cost $55.69 Unrealized +105.0%
CRI CARTERS INC 0.1%
Value ($000) $496 Shares 5,106 Est. Cost $83.02 Unrealized +1.2%
JBHT HUNT J B TRANS SVCS INC 0.1%
Value ($000) $493 Shares 2,948 Est. Cost $127.99 Unrealized +27.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $493 Shares 3,526 Est. Cost $116.71 Unrealized +9.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $478 Shares 1,334 Est. Cost $230.32 Unrealized
DE DEERE & CO 0.1%
Value ($000) $454 Shares 1,355 Est. Cost $207.35 Unrealized +63.6%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $427 Shares 4,608 Est. Cost $84.42 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $424 Shares 3,694 Est. Cost $97.83 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value ($000) $410 Shares 1,762 Est. Cost $141.02 Unrealized +48.7%
FRFHF FAIRFAX FINL HLDGS LTD 0.1%
Value ($000) $404 Shares 1,000 Est. Cost $452.48 Unrealized -10.2%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $403 Shares 2,556 Est. Cost $95.09 Unrealized +65.2%
SMCAY SMC CORP JAPAN 0.1%
Value ($000) $403 Shares 12,840 Est. Cost $20.60 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $402 Shares 2,291 Est. Cost $125.24 Unrealized +33.1%
CGEMY CAPGEMINI S E 0.1%
Value ($000) $391 Shares 9,357 Est. Cost $23.72 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $390 Shares 1,950 Est. Cost $104.22 Unrealized +80.1%
VEGN ETF SER SOLUTIONS 0.1%
Value ($000) $384 Shares 9,763 Est. Cost $39.43 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $381 Shares 9,727 Est. Cost $37.08 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $380 Shares 1,713 Est. Cost $141.71 Unrealized
ALIZY ALLIANZ SE 0.1%
Value ($000) $375 Shares 16,611 Est. Cost $17.22 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $369 Shares 4,882 Est. Cost $69.55 Unrealized +3.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $360 Shares 3,180 Est. Cost $78.64 Unrealized +45.1%
DISCOVERY INC 0.0%
Value ($000) $355 Shares 14,020 Est. Cost $23.78 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $354 Shares 1,530 Est. Cost $149.39 Unrealized +58.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $337 Shares 4,981 Est. Cost $41.39 Unrealized +19.1%
USB US BANCORP DEL 0.0%
Value ($000) $330 Shares 5,564 Est. Cost $41.79 Unrealized +11.7%
CMI CUMMINS INC 0.0%
Value ($000) $327 Shares 1,458 Est. Cost $134.43 Unrealized +56.5%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $324 Shares 2,991 Est. Cost $68.26 Unrealized +70.7%
ORCL ORACLE CORP 0.0%
Value ($000) $323 Shares 3,709 Est. Cost $50.37 Unrealized +65.4%
DCH AMERICAN AXLE & MFG HLDGS IN 0.0%
Value ($000) $308 Shares 35,000 Est. Cost $9.91 Unrealized -7.5%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $308 Shares 5,329 Est. Cost $34.36 Unrealized +53.6%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $289 Shares 9,630 Est. Cost $30.01 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $286 Shares 5,566 Est. Cost $51.43 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $282 Shares 5,000 Est. Cost $33.07 Unrealized +43.1%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $281 Shares 2,000 Est. Cost $123.50 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $269 Shares 1,660 Est. Cost $107.90 Unrealized +39.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $263 Shares 1,551 Est. Cost $145.15 Unrealized +20.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $260 Shares 2,669 Est. Cost $63.30 Unrealized +37.8%
VTRS VIATRIS INC 0.0%
Value ($000) $255 Shares 18,819 Est. Cost $13.26 Unrealized -11.6%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $254 Shares 951 Est. Cost $156.49 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $250 Shares 1,599 Est. Cost $126.89 Unrealized +15.8%
LZAGY LONZA GROUP AG 0.0%
Value ($000) $250 Shares 3,324 Est. Cost $71.00 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $240 Shares 393 Est. Cost $35.87 Unrealized +11.6%
LOW LOWES COS INC 0.0%
Value ($000) $237 Shares 1,164 Est. Cost $183.57 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $235 Shares 4,645 Est. Cost $47.25 Unrealized
GMAB GENMAB A/S 0.0%
Value ($000) $228 Shares 5,216 Est. Cost $40.84 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $227 Shares 2,996 Est. Cost $56.33 Unrealized +25.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $222 Shares 2,745 Est. Cost $71.65 Unrealized +3.8%
IWF ISHARES TR 0.0%
Value ($000) $221 Shares 805 Est. Cost $272.05 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $221 Shares 513 Est. Cost $397.66 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $215 Shares 1,850 Est. Cost $100.33 Unrealized 0.0%
CM CANADIAN IMP BK COMM 0.0%
Value ($000) $213 Shares 1,910 Est. Cost $37.28 Unrealized +27.3%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $212 Shares 2,080 Est. Cost $101.92 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $205 Shares 3,961 Est. Cost $50.71 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $204 Shares 1,206 Est. Cost $173.53 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION 0.0%
Value ($000) $202 Shares 392 Est. Cost $498.37 Unrealized +11.8%
OIS OIL STS INTL INC 0.0%
Value ($000) $178 Shares 27,862 Est. Cost $6.82 Unrealized -11.8%
CRRFY CARREFOUR SA 0.0%
Value ($000) $40 Shares 11,029 Est. Cost $3.17 Unrealized