Cadence Bank Diversified Active

CIK: 0001299939 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $803,115 (100.0% shares, 0.0% debt)

Holdings (192)

MUSA MURPHY USA INC 10.5%
Value ($000) $84,279 Shares 421,477 Est. Cost $73.43 Unrealized +151.0%
MGC VANGUARD WORLD FD 9.3%
Value ($000) $75,076 Shares 472,059 Est. Cost $100.20 Unrealized
MUR MURPHY OIL CORP 7.5%
Value ($000) $60,458 Shares 1,496,844 Est. Cost $20.74 Unrealized +43.4%
MSFT MICROSOFT CORP 3.3%
Value ($000) $26,198 Shares 84,973 Est. Cost $101.14 Unrealized +188.1%
ACWX ISHARES TR 2.9%
Value ($000) $23,691 Shares 453,240 Est. Cost $49.96 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $21,782 Shares 124,746 Est. Cost $93.39 Unrealized +76.5%
AMAT APPLIED MATLS INC 2.7%
Value ($000) $21,735 Shares 164,906 Est. Cost $47.08 Unrealized +182.3%
CADE CADENCE BANK 2.2%
Value ($000) $17,845 Shares 609,865 Est. Cost $26.11 Unrealized +4.0%
PRU PRUDENTIAL FINL INC 2.2%
Value ($000) $17,317 Shares 146,545 Est. Cost $64.16 Unrealized +46.7%
NTR NUTRIEN LTD 1.8%
Value ($000) $14,631 Shares 140,692 Est. Cost $37.27 Unrealized +97.0%
AVGO BROADCOM INC 1.8%
Value ($000) $14,617 Shares 23,213 Est. Cost $24.72 Unrealized +122.8%
VO VANGUARD INDEX FDS 1.8%
Value ($000) $14,382 Shares 60,470 Est. Cost $166.00 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $13,281 Shares 81,929 Est. Cost $63.46 Unrealized +99.2%
VB VANGUARD INDEX FDS 1.6%
Value ($000) $13,248 Shares 62,340 Est. Cost $168.93 Unrealized
FHN FIRST HORIZON CORPORATION 1.5%
Value ($000) $12,059 Shares 513,396 Est. Cost $12.72 Unrealized +36.8%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $10,547 Shares 49,179 Est. Cost $91.26 Unrealized +94.1%
RTX RAYTHEON TECHNOLOGIES CORP 1.3%
Value ($000) $10,300 Shares 103,972 Est. Cost $55.59 Unrealized +56.1%
EOG EOG RES INC 1.2%
Value ($000) $9,855 Shares 82,652 Est. Cost $47.75 Unrealized +95.8%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $9,679 Shares 190,003 Est. Cost $37.99 Unrealized +9.2%
INTC INTEL CORP 1.2%
Value ($000) $9,631 Shares 194,342 Est. Cost $39.44 Unrealized +17.1%
KMI KINDER MORGAN INC DEL 1.2%
Value ($000) $9,612 Shares 508,310 Est. Cost $14.19 Unrealized 0.0%
WMT WALMART INC 1.1%
Value ($000) $8,807 Shares 59,137 Est. Cost $33.43 Unrealized +33.4%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $8,697 Shares 105,314 Est. Cost $56.98 Unrealized +19.1%
QSR RESTAURANT BRANDS INTL INC 1.1%
Value ($000) $8,639 Shares 147,945 Est. Cost $54.70 Unrealized +4.0%
QCOM QUALCOMM INC 1.1%
Value ($000) $8,617 Shares 56,388 Est. Cost $79.87 Unrealized +92.3%
FDX FEDEX CORP 1.0%
Value ($000) $8,428 Shares 36,424 Est. Cost $176.87 Unrealized +22.1%
KO COCA COLA CO 1.0%
Value ($000) $8,311 Shares 134,042 Est. Cost $42.81 Unrealized +26.3%
BND VANGUARD BD INDEX FDS 1.0%
Value ($000) $8,122 Shares 102,105 Est. Cost $85.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $7,948 Shares 108,825 Est. Cost $42.02 Unrealized +35.2%
NEM NEWMONT CORP 1.0%
Value ($000) $7,938 Shares 99,911 Est. Cost $51.62 Unrealized +16.3%
EXE CHESAPEAKE ENERGY CORP 1.0%
Value ($000) $7,686 Shares 88,341 Est. Cost $51.45 Unrealized +16.7%
SCHW SCHWAB CHARLES CORP 1.0%
Value ($000) $7,665 Shares 90,920 Est. Cost $35.35 Unrealized +135.8%
CSCO CISCO SYS INC 0.9%
Value ($000) $7,435 Shares 133,346 Est. Cost $32.01 Unrealized +57.0%
GD GENERAL DYNAMICSCORP 0.9%
Value ($000) $7,328 Shares 30,383 Est. Cost $168.62 Unrealized +21.5%
ORI OLD REP INTL CORP 0.9%
Value ($000) $7,227 Shares 279,369 Est. Cost $12.79 Unrealized +50.8%
KSS KOHLS CORP 0.9%
Value ($000) $7,180 Shares 118,754 Est. Cost $56.49 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.8%
Value ($000) $6,776 Shares 65,902 Est. Cost $51.46 Unrealized +44.4%
STZ CONSTELLATION BRANDS INC 0.8%
Value ($000) $6,708 Shares 29,124 Est. Cost $177.69 Unrealized +21.5%
TOTALENERGIES SE 0.8%
Value ($000) $6,676 Shares 132,089 Est. Cost $48.05 Unrealized
GILD GILEAD SCIENCES INC 0.8%
Value ($000) $6,336 Shares 106,575 Est. Cost $55.16 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.8%
Value ($000) $6,306 Shares 105,254 Est. Cost $60.46 Unrealized -3.8%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $6,088 Shares 34,351 Est. Cost $125.40 Unrealized +21.1%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $5,962 Shares 14,362 Est. Cost $267.46 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.7%
Value ($000) $5,681 Shares 47,847 Est. Cost $108.33 Unrealized -3.7%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $5,433 Shares 57,833 Est. Cost $68.72 Unrealized +20.5%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $5,318 Shares 40,900 Est. Cost $101.41 Unrealized +10.5%
RDIV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $5,278 Shares 120,385 Est. Cost $34.84 Unrealized
MMM 3M CO 0.5%
Value ($000) $4,407 Shares 29,598 Est. Cost $107.55 Unrealized +6.6%
GOOGL ALPHABET INC 0.5%
Value ($000) $4,035 Shares 1,451 Est. Cost $57.23 Unrealized +135.5%
FHI FEDERATED HERMES INC 0.5%
Value ($000) $4,001 Shares 117,468 Est. Cost $28.99 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.5%
Value ($000) $3,728 Shares 82,240 Est. Cost $26.05 Unrealized +66.3%
V VISA INC 0.3%
Value ($000) $2,803 Shares 12,641 Est. Cost $159.48 Unrealized +31.7%
FLOT ISHARES TR 0.3%
Value ($000) $2,798 Shares 55,380 Est. Cost $50.82 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,682 Shares 7,600 Est. Cost $247.23 Unrealized +30.8%
PCH POTLATCHDELTIC CORPORATION 0.3%
Value ($000) $2,543 Shares 48,220 Est. Cost $43.58 Unrealized
LAM RESEARCH CORP 0.3%
Value ($000) $2,419 Shares 4,498 Est. Cost $206.89 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $2,035 Shares 6,939 Est. Cost $97.91 Unrealized +151.0%
RNST RENASANT CORP 0.2%
Value ($000) $1,889 Shares 56,458 Est. Cost $37.48 Unrealized -2.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1,820 Shares 3,995 Est. Cost $181.97 Unrealized +164.4%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $1,816 Shares 12,291 Est. Cost $115.61 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,689 Shares 10,373 Est. Cost $87.15 Unrealized +40.9%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,686 Shares 4,999 Est. Cost $135.63 Unrealized +134.8%
CIZN CITIZENS HLDG CO MISS 0.2%
Value ($000) $1,620 Shares 83,764 Est. Cost $15.77 Unrealized -5.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,620 Shares 11,887 Est. Cost $87.72 Unrealized +52.4%
FISV FISERV INC 0.2%
Value ($000) $1,619 Shares 15,963 Est. Cost $71.94 Unrealized +40.7%
HD HOME DEPOT INC 0.2%
Value ($000) $1,594 Shares 5,325 Est. Cost $223.72 Unrealized +40.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,587 Shares 3 Est. Cost $284799.47 Unrealized +70.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $1,563 Shares 14,991 Est. Cost $43.53 Unrealized
UFPI UFP INDUSTRIES INC 0.2%
Value ($000) $1,550 Shares 20,089 Est. Cost $43.37 Unrealized +92.4%
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,483 Shares 5,548 Est. Cost $187.76 Unrealized +32.2%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $1,481 Shares 11,110 Est. Cost $92.34 Unrealized +35.5%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $1,421 Shares 63,836 Est. Cost $12.87 Unrealized +54.6%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $1,407 Shares 9,306 Est. Cost $85.20 Unrealized +51.4%
ADSK AUTODESK INC 0.2%
Value ($000) $1,353 Shares 6,314 Est. Cost $116.60 Unrealized +97.6%
GIS GENERAL MLS INC 0.2%
Value ($000) $1,317 Shares 19,441 Est. Cost $43.32 Unrealized +35.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,283 Shares 2,842 Est. Cost $277.57 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,232 Shares 5,094 Est. Cost $162.20 Unrealized +25.3%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $1,197 Shares 5,578 Est. Cost $86.69 Unrealized +121.7%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,138 Shares 6,204 Est. Cost $87.80 Unrealized +79.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,117 Shares 4,520 Est. Cost $169.46 Unrealized +34.4%
CPRT COPART INC 0.1%
Value ($000) $1,117 Shares 8,905 Est. Cost $29.22 Unrealized +8.7%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $1,087 Shares 14,426 Est. Cost $25.69 Unrealized +45.3%
SIMO SILICON MOTION TECHNOLOGY CO 0.1%
Value ($000) $1,077 Shares 16,122 Est. Cost $52.21 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,074 Shares 9,415 Est. Cost $53.54 Unrealized +84.0%
ABT ABBOTT LABS 0.1%
Value ($000) $1,048 Shares 8,853 Est. Cost $94.86 Unrealized +21.6%
GE GENERAL ELECTRICCO 0.1%
Value ($000) $1,015 Shares 11,099 Est. Cost $62.95 Unrealized -7.0%
RHHBY ROCHE HLDG LTD 0.1%
Value ($000) $1,010 Shares 20,295 Est. Cost $31.61 Unrealized
RHI ROBERT HALF INTL INC 0.1%
Value ($000) $1,006 Shares 8,812 Est. Cost $56.61 Unrealized +103.8%
SNPS SYNOPSYS INC 0.1%
Value ($000) $1,000 Shares 3,001 Est. Cost $86.51 Unrealized +260.8%
ICLR ICON PLC 0.1%
Value ($000) $999 Shares 4,108 Est. Cost $122.40 Unrealized +104.7%
AMZN AMAZON COM INC 0.1%
Value ($000) $971 Shares 298 Est. Cost $108.19 Unrealized +42.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $971 Shares 2,367 Est. Cost $358.57 Unrealized +9.9%
PFE PFIZER INC 0.1%
Value ($000) $968 Shares 18,706 Est. Cost $25.68 Unrealized +65.4%
MRK MERCK & CO INC 0.1%
Value ($000) $948 Shares 11,561 Est. Cost $49.30 Unrealized +41.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $929 Shares 4,173 Est. Cost $123.58 Unrealized +58.2%
SO SOUTHERN CO 0.1%
Value ($000) $876 Shares 12,078 Est. Cost $38.48 Unrealized +52.5%
NVGS NAVIGATOR HLDGS LTD 0.1%
Value ($000) $855 Shares 70,000 Est. Cost $10.53 Unrealized -7.4%
COOPER COS INC 0.1%
Value ($000) $854 Shares 2,044 Est. Cost $217.95 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $843 Shares 2,360 Est. Cost $286.91 Unrealized +22.6%
NTES NETEASE INC 0.1%
Value ($000) $830 Shares 9,255 Est. Cost $145.60 Unrealized
MGA MAGNA INTL INC 0.1%
Value ($000) $827 Shares 12,850 Est. Cost $44.73 Unrealized +44.2%
BAX BAXTER INTL INC 0.1%
Value ($000) $787 Shares 10,156 Est. Cost $56.70 Unrealized +34.7%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $785 Shares 4,465 Est. Cost $175.20 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $775 Shares 21,868 Est. Cost $15.52 Unrealized +99.9%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $762 Shares 4,248 Est. Cost $127.01 Unrealized +50.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $761 Shares 2,099 Est. Cost $281.88 Unrealized
T AT&T INC 0.1%
Value ($000) $755 Shares 31,924 Est. Cost $15.66 Unrealized -4.8%
SSD SIMPSON MFG INC 0.1%
Value ($000) $754 Shares 6,909 Est. Cost $57.45 Unrealized +99.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $748 Shares 8,746 Est. Cost $53.43 Unrealized +30.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $740 Shares 3,958 Est. Cost $93.24 Unrealized +84.2%
PEP PEPSICO INC 0.1%
Value ($000) $740 Shares 4,420 Est. Cost $97.86 Unrealized +51.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $739 Shares 2,941 Est. Cost $192.68 Unrealized +11.5%
EVR EVERCORE INC 0.1%
Value ($000) $728 Shares 6,536 Est. Cost $75.43 Unrealized +51.5%
GNTX GENTEX CORP 0.1%
Value ($000) $726 Shares 24,869 Est. Cost $21.05 Unrealized +47.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $722 Shares 1,055 Est. Cost $40.62 Unrealized +10.0%
TSN TYSON FOODS INC 0.1%
Value ($000) $711 Shares 7,928 Est. Cost $61.11 Unrealized +31.5%
THRM GENTHERM INC 0.1%
Value ($000) $695 Shares 9,517 Est. Cost $38.62 Unrealized +115.6%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $690 Shares 6,151 Est. Cost $84.75 Unrealized
SEIC SEI INVTS CO 0.1%
Value ($000) $683 Shares 11,339 Est. Cost $47.70 Unrealized +18.2%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $659 Shares 14,389 Est. Cost $51.47 Unrealized -20.5%
THO THOR INDS INC 0.1%
Value ($000) $647 Shares 8,222 Est. Cost $98.99 Unrealized -14.6%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $633 Shares 4,233 Est. Cost $149.89 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $627 Shares 3,878 Est. Cost $55.69 Unrealized +143.2%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $626 Shares 5,831 Est. Cost $107.28 Unrealized
TRMK TRUSTMARK CORP 0.1%
Value ($000) $610 Shares 20,058 Est. Cost $24.74 Unrealized +16.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $600 Shares 3,700 Est. Cost $117.16 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.1%
Value ($000) $570 Shares 2,839 Est. Cost $127.99 Unrealized +50.0%
PII POLARIS INC 0.1%
Value ($000) $556 Shares 5,279 Est. Cost $117.41 Unrealized -2.9%
FRFHF FAIRFAX FINL HLDGS LTD 0.1%
Value ($000) $545 Shares 1,000 Est. Cost $452.48 Unrealized +3.8%
SFNC SIMMONS 1ST NATL CORP 0.1%
Value ($000) $544 Shares 20,732 Est. Cost $19.31 Unrealized +49.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $531 Shares 3,477 Est. Cost $117.15 Unrealized +21.3%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $531 Shares 5,292 Est. Cost $118.77 Unrealized -20.1%
DE DEERE & CO 0.1%
Value ($000) $527 Shares 1,268 Est. Cost $208.94 Unrealized +73.7%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $526 Shares 1,320 Est. Cost $235.04 Unrealized +60.2%
BIIB BIOGEN INC 0.1%
Value ($000) $507 Shares 2,411 Est. Cost $314.46 Unrealized -30.8%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $497 Shares 8,563 Est. Cost $65.76 Unrealized -17.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $483 Shares 4,829 Est. Cost $41.39 Unrealized +92.4%
TIP ISHARES TR 0.1%
Value ($000) $465 Shares 3,732 Est. Cost $126.81 Unrealized
GPN GLOBAL PMTS INC 0.1%
Value ($000) $454 Shares 3,317 Est. Cost $155.39 Unrealized -13.4%
CRI CARTERS INC 0.1%
Value ($000) $453 Shares 4,927 Est. Cost $83.02 Unrealized -4.8%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $444 Shares 1,950 Est. Cost $104.22 Unrealized +88.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $442 Shares 1,543 Est. Cost $149.39 Unrealized +66.3%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $430 Shares 4,608 Est. Cost $84.42 Unrealized
DK DELEK US HLDGS INC NEW 0.1%
Value ($000) $424 Shares 20,000 Est. Cost $15.14 Unrealized +2.7%
DVY ISHARES TR 0.1%
Value ($000) $422 Shares 3,294 Est. Cost $97.83 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value ($000) $416 Shares 1,762 Est. Cost $141.02 Unrealized +54.0%
META META PLATFORMS INC 0.1%
Value ($000) $409 Shares 1,839 Est. Cost $176.35 Unrealized +40.7%
SNBR SLEEP NUMBER CORP 0.1%
Value ($000) $407 Shares 8,036 Est. Cost $35.72 Unrealized +90.0%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $393 Shares 3,000 Est. Cost $74.59 Unrealized +79.1%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $390 Shares 1,713 Est. Cost $141.71 Unrealized
VEGN ETF SER SOLUTIONS 0.0%
Value ($000) $390 Shares 9,763 Est. Cost $39.43 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $377 Shares 3,253 Est. Cost $275.54 Unrealized -51.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $377 Shares 3,205 Est. Cost $78.64 Unrealized +42.7%
SMCAY SMC CORP JAPAN 0.0%
Value ($000) $364 Shares 12,840 Est. Cost $20.60 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $352 Shares 4,650 Est. Cost $69.55 Unrealized +4.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $344 Shares 780 Est. Cost $324.07 Unrealized +12.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $338 Shares 3,385 Est. Cost $73.08 Unrealized +8.4%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $338 Shares 2,556 Est. Cost $95.09 Unrealized +40.9%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $321 Shares 3,000 Est. Cost $107.00 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $320 Shares 2,291 Est. Cost $125.24 Unrealized +13.7%
MASI MASIMO CORP 0.0%
Value ($000) $316 Shares 2,172 Est. Cost $95.08 Unrealized +101.9%
ORCL ORACLE CORP 0.0%
Value ($000) $307 Shares 3,709 Est. Cost $50.37 Unrealized +52.8%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $301 Shares 2,000 Est. Cost $123.50 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $299 Shares 1,458 Est. Cost $134.43 Unrealized +46.3%
CGEMY CAPGEMINI S E 0.0%
Value ($000) $286 Shares 6,357 Est. Cost $23.72 Unrealized
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $281 Shares 2,991 Est. Cost $68.26 Unrealized +49.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $276 Shares 2,469 Est. Cost $63.30 Unrealized +40.9%
DCH AMERICAN AXLE & MFG HLDGS IN 0.0%
Value ($000) $272 Shares 35,000 Est. Cost $9.91 Unrealized -14.0%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $262 Shares 951 Est. Cost $156.49 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $254 Shares 4,774 Est. Cost $41.79 Unrealized +14.5%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $253 Shares 5,275 Est. Cost $47.33 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $251 Shares 905 Est. Cost $272.64 Unrealized
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $248 Shares 5,000 Est. Cost $33.07 Unrealized +23.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $248 Shares 2,290 Est. Cost $103.19 Unrealized
LZAGY LONZA GROUP AG 0.0%
Value ($000) $243 Shares 3,324 Est. Cost $71.00 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $236 Shares 5,594 Est. Cost $41.46 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $235 Shares 1,850 Est. Cost $100.33 Unrealized +6.8%
CTVA CORTEVA INC 0.0%
Value ($000) $235 Shares 4,097 Est. Cost $48.99 Unrealized 0.0%
CM CANADIAN IMP BK COMM 0.0%
Value ($000) $229 Shares 1,885 Est. Cost $37.28 Unrealized +41.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $223 Shares 4,263 Est. Cost $32.79 Unrealized +13.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $218 Shares 1,660 Est. Cost $107.90 Unrealized +25.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $214 Shares 6,402 Est. Cost $25.54 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $213 Shares 1,057 Est. Cost $183.57 Unrealized +16.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $208 Shares 8,076 Est. Cost $25.76 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $207 Shares 4,226 Est. Cost $51.59 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $207 Shares 3,712 Est. Cost $51.43 Unrealized +7.1%
PSA PUBLIC STORAGE 0.0%
Value ($000) $207 Shares 530 Est. Cost $275.62 Unrealized +9.3%
IJR ISHARES TR 0.0%
Value ($000) $200 Shares 1,858 Est. Cost $107.64 Unrealized
KBR KBR INC 0.0%
Value ($000) $200 Shares 3,658 Est. Cost $46.60 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $200 Shares 18,371 Est. Cost $13.26 Unrealized -16.7%
OIS OIL STS INTL INC 0.0%
Value ($000) $97 Shares 13,931 Est. Cost $6.82 Unrealized -7.0%
CRRFY CARREFOUR SA 0.0%
Value ($000) $48 Shares 11,029 Est. Cost $3.17 Unrealized