OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0001005607 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 27, 2022

Total Value ($000): $1,195,457 (100.0% shares, 0.0% debt)

Holdings (200)

VEU VANGUARD INTL EQUITY INDEX F 7.1%
Value ($000) $84,899 Shares 1,913,862 Est. Cost $60.04 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $41,165 Shares 297,869 Est. Cost $100.54 Unrealized +53.5%
VWO VANGUARD INTL EQUITY INDEX F 3.2%
Value ($000) $37,789 Shares 1,035,590 Est. Cost $50.95 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $34,026 Shares 146,095 Est. Cost $193.83 Unrealized +32.5%
VNQ VANGUARD INDEX FDS 2.2%
Value ($000) $26,339 Shares 328,536 Est. Cost $93.50 Unrealized
DJP BARCLAYS BANK PLC 2.0%
Value ($000) $24,278 Shares 737,697 Est. Cost $24.75 Unrealized
DHR DANAHER CORPORATION 1.9%
Value ($000) $22,832 Shares 88,395 Est. Cost $173.94 Unrealized +38.4%
EWJ ISHARES INC 1.9%
Value ($000) $22,573 Shares 462,083 Est. Cost $67.35 Unrealized
ICSH ISHARES TR 1.9%
Value ($000) $22,294 Shares 445,793 Est. Cost $50.12 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $21,883 Shares 474,177 Est. Cost $63.15 Unrealized
RWX SPDR INDEX SHS FDS 1.8%
Value ($000) $21,191 Shares 878,947 Est. Cost $24.11 Unrealized
INCO COLUMBIA ETF TR II 1.6%
Value ($000) $19,483 Shares 380,235 Est. Cost $51.28 Unrealized
SRLN SSGA ACTIVE ETF TR 1.6%
Value ($000) $18,907 Shares 462,611 Est. Cost $45.76 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $18,693 Shares 251,662 Est. Cost $82.46 Unrealized
GOOG ALPHABET INC 1.5%
Value ($000) $17,699 Shares 184,079 Est. Cost $109.34 Unrealized +1.4%
LNG CHENIERE ENERGY INC 1.5%
Value ($000) $17,662 Shares 106,458 Est. Cost $56.35 Unrealized +169.2%
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $15,128 Shares 92,362 Est. Cost $72.81 Unrealized +18.9%
CNC CENTENE CORP DEL 1.2%
Value ($000) $14,686 Shares 188,741 Est. Cost $54.94 Unrealized +62.7%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $14,211 Shares 135,988 Est. Cost $48.46 Unrealized +117.9%
EWN ISHARES INC 1.2%
Value ($000) $14,144 Shares 462,678 Est. Cost $45.57 Unrealized
ILF ISHARES TR 1.1%
Value ($000) $13,380 Shares 564,078 Est. Cost $27.39 Unrealized
MNA INDEXIQ ETF TR 1.1%
Value ($000) $13,357 Shares 426,887 Est. Cost $32.86 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $13,224 Shares 26,073 Est. Cost $121.29 Unrealized +356.8%
MRSH MARSH & MCLENNAN COS INC 1.1%
Value ($000) $12,756 Shares 85,447 Est. Cost $85.47 Unrealized +78.2%
CVS CVS HEALTH CORP 1.1%
Value ($000) $12,721 Shares 133,383 Est. Cost $49.10 Unrealized +78.5%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $11,897 Shares 52,597 Est. Cost $183.13 Unrealized +19.6%
UNP UNION PAC CORP 1.0%
Value ($000) $11,629 Shares 59,694 Est. Cost $130.31 Unrealized +56.7%
IAU ISHARES GOLD TR 1.0%
Value ($000) $11,471 Shares 363,817 Est. Cost $33.77 Unrealized
UUP INVESCO DB US DLR INDEX TR 1.0%
Value ($000) $11,377 Shares 377,352 Est. Cost $25.23 Unrealized
DAX GLOBAL X FDS 0.9%
Value ($000) $11,329 Shares 555,880 Est. Cost $20.38 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $11,277 Shares 117,896 Est. Cost $107.97 Unrealized +1.9%
ABT ABBOTT LABS 0.9%
Value ($000) $10,807 Shares 111,693 Est. Cost $38.65 Unrealized +158.8%
TAIL CAMBRIA ETF TR 0.9%
Value ($000) $10,767 Shares 639,019 Est. Cost $18.54 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $10,521 Shares 83,336 Est. Cost $129.12 Unrealized +1.1%
GXC SPDR INDEX SHS FDS 0.9%
Value ($000) $10,202 Shares 144,116 Est. Cost $122.70 Unrealized
XRAY DENTSPLY SIRONA INC 0.8%
Value ($000) $10,078 Shares 355,474 Est. Cost $49.30 Unrealized -30.7%
META META PLATFORMS INC 0.8%
Value ($000) $10,077 Shares 74,267 Est. Cost $250.02 Unrealized -35.6%
ESTC ELASTIC N V 0.8%
Value ($000) $9,318 Shares 129,888 Est. Cost $106.87 Unrealized -25.6%
PRF INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $9,258 Shares 66,713 Est. Cost $112.06 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $9,224 Shares 34,545 Est. Cost $299.80 Unrealized -5.1%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $9,125 Shares 104,514 Est. Cost $71.52 Unrealized +13.8%
JPMORGAN CHASE & CO 0.8%
Value ($000) $9,082 Shares 452,746 Est. Cost $17.00 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.8%
Value ($000) $9,057 Shares 61,402 Est. Cost $112.48 Unrealized +39.5%
WMT WALMART INC 0.7%
Value ($000) $8,772 Shares 67,634 Est. Cost $44.05 Unrealized -4.7%
FMC FMC CORP 0.7%
Value ($000) $8,671 Shares 82,032 Est. Cost $67.62 Unrealized +40.3%
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $8,590 Shares 63,555 Est. Cost $90.12 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $8,586 Shares 113,458 Est. Cost $92.85 Unrealized
V VISA INC 0.7%
Value ($000) $8,544 Shares 48,095 Est. Cost $186.07 Unrealized +6.6%
DLTR DOLLAR TREE INC 0.7%
Value ($000) $8,502 Shares 62,465 Est. Cost $106.27 Unrealized +46.4%
PEP PEPSICO INC 0.7%
Value ($000) $8,400 Shares 51,453 Est. Cost $73.62 Unrealized +109.8%
MGM MGM RESORTS INTERNATIONAL 0.7%
Value ($000) $8,276 Shares 278,480 Est. Cost $26.98 Unrealized +20.5%
DIS DISNEY WALT CO 0.7%
Value ($000) $8,197 Shares 86,893 Est. Cost $86.21 Unrealized +21.3%
PFE PFIZER INC 0.7%
Value ($000) $8,094 Shares 184,965 Est. Cost $39.50 Unrealized +2.3%
LOW LOWES COS INC 0.7%
Value ($000) $7,960 Shares 42,382 Est. Cost $53.59 Unrealized +240.3%
VGLT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $7,831 Shares 124,415 Est. Cost $69.89 Unrealized
ICVT ISHARES TR 0.6%
Value ($000) $7,718 Shares 112,019 Est. Cost $95.87 Unrealized
TCOM TRIP COM GROUP LTD 0.6%
Value ($000) $7,295 Shares 267,120 Est. Cost $34.63 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $7,087 Shares 15,961 Est. Cost $23.60 Unrealized +103.8%
FDX FEDEX CORP 0.6%
Value ($000) $7,081 Shares 47,696 Est. Cost $182.95 Unrealized +7.0%
CZR CAESARS ENTERTAINMENT INC NE 0.6%
Value ($000) $7,026 Shares 217,795 Est. Cost $64.03 Unrealized -32.1%
VMC VULCAN MATLS CO 0.6%
Value ($000) $7,012 Shares 44,461 Est. Cost $124.34 Unrealized +27.2%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $6,967 Shares 194,069 Est. Cost $36.59 Unrealized -8.7%
PLNT PLANET FITNESS INC 0.6%
Value ($000) $6,926 Shares 120,120 Est. Cost $72.62 Unrealized -0.8%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $6,739 Shares 94,797 Est. Cost $64.19 Unrealized -2.9%
XBI SPDR SER TR 0.5%
Value ($000) $6,544 Shares 82,500 Est. Cost $89.10 Unrealized
MELI MERCADOLIBRE INC 0.5%
Value ($000) $6,300 Shares 7,611 Est. Cost $1176.48 Unrealized -26.9%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $6,053 Shares 363,790 Est. Cost $11.75 Unrealized +25.7%
BWA BORGWARNER INC 0.5%
Value ($000) $5,950 Shares 189,478 Est. Cost $31.12 Unrealized -1.2%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $5,901 Shares 12,495 Est. Cost $482.53 Unrealized +3.2%
NICE NICE LTD 0.5%
Value ($000) $5,883 Shares 31,253 Est. Cost $234.44 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $5,855 Shares 21,219 Est. Cost $268.55 Unrealized +0.8%
PSX PHILLIPS 66 0.5%
Value ($000) $5,640 Shares 69,874 Est. Cost $52.74 Unrealized +42.9%
CPRT COPART INC 0.5%
Value ($000) $5,603 Shares 52,660 Est. Cost $29.77 Unrealized 0.0%
TNET TRINET GROUP INC 0.5%
Value ($000) $5,563 Shares 78,106 Est. Cost $58.04 Unrealized +36.6%
POOL POOL CORP 0.5%
Value ($000) $5,505 Shares 17,301 Est. Cost $340.81 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.5%
Value ($000) $5,448 Shares 50,420 Est. Cost $132.43 Unrealized -10.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $5,435 Shares 66,392 Est. Cost $59.37 Unrealized +41.2%
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $5,282 Shares 69,900 Est. Cost $101.13 Unrealized -15.7%
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $5,184 Shares 81,254 Est. Cost $54.43 Unrealized +27.2%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $5,075 Shares 68,274 Est. Cost $66.20 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.4%
Value ($000) $5,036 Shares 170,755 Est. Cost $35.21 Unrealized
INTU INTUIT 0.4%
Value ($000) $4,991 Shares 12,886 Est. Cost $404.46 Unrealized +4.5%
LEN LENNAR CORP 0.4%
Value ($000) $4,942 Shares 66,289 Est. Cost $79.67 Unrealized -7.1%
TWLO TWILIO INC 0.4%
Value ($000) $4,937 Shares 71,408 Est. Cost $208.60 Unrealized -61.7%
CRM SALESFORCE INC 0.4%
Value ($000) $4,924 Shares 34,230 Est. Cost $174.07 Unrealized -3.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4,781 Shares 29,269 Est. Cost $86.49 Unrealized +76.8%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $4,732 Shares 2,880 Est. Cost $2199.78 Unrealized -16.0%
LAZARD LTD 0.4%
Value ($000) $4,489 Shares 141,034 Est. Cost $44.11 Unrealized
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $4,461 Shares 88,510 Est. Cost $27.30 Unrealized -18.5%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $4,378 Shares 12,257 Est. Cost $394.18 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $4,270 Shares 53,379 Est. Cost $122.48 Unrealized
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $4,255 Shares 155,687 Est. Cost $30.48 Unrealized -8.5%
RYAAY RYANAIR HOLDINGS PLC 0.3%
Value ($000) $4,139 Shares 70,848 Est. Cost $93.38 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $3,925 Shares 31,784 Est. Cost $71.71 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $3,834 Shares 14,899 Est. Cost $276.15 Unrealized -0.5%
NKE NIKE INC 0.3%
Value ($000) $3,742 Shares 45,022 Est. Cost $111.29 Unrealized -8.7%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $3,530 Shares 42,520 Est. Cost $84.04 Unrealized -3.7%
PDP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $3,237 Shares 47,897 Est. Cost $55.34 Unrealized
CBRE CBRE GROUP INC 0.3%
Value ($000) $3,176 Shares 47,043 Est. Cost $71.70 Unrealized +10.6%
IWF ISHARES TR 0.3%
Value ($000) $3,167 Shares 15,050 Est. Cost $79.53 Unrealized
NUE NUCOR CORP 0.3%
Value ($000) $2,990 Shares 27,950 Est. Cost $127.87 Unrealized -6.9%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value ($000) $2,956 Shares 27,118 Est. Cost $179.63 Unrealized -30.9%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $2,929 Shares 13,688 Est. Cost $87.29 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $2,910 Shares 59,070 Est. Cost $50.18 Unrealized
PENN PENN ENTERTAINMENT INC 0.2%
Value ($000) $2,878 Shares 104,633 Est. Cost $57.76 Unrealized -44.1%
AMGN AMGEN INC 0.2%
Value ($000) $2,832 Shares 12,565 Est. Cost $218.58 Unrealized -0.3%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2,588 Shares 20,329 Est. Cost $101.68 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2,533 Shares 16,533 Est. Cost $147.14 Unrealized +3.4%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $2,451 Shares 44,708 Est. Cost $57.24 Unrealized -1.1%
FTV FORTIVE CORP 0.2%
Value ($000) $2,431 Shares 41,700 Est. Cost $43.54 Unrealized +5.8%
DVY ISHARES TR 0.2%
Value ($000) $2,359 Shares 21,997 Est. Cost $64.01 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,336 Shares 20,757 Est. Cost $114.30 Unrealized +0.0%
AZO AUTOZONE INC 0.2%
Value ($000) $1,870 Shares 873 Est. Cost $678.83 Unrealized +220.9%
KO COCA COLA CO 0.2%
Value ($000) $1,866 Shares 33,316 Est. Cost $28.78 Unrealized +94.8%
ECL ECOLAB INC 0.2%
Value ($000) $1,847 Shares 12,787 Est. Cost $158.07 Unrealized -1.3%
YUM YUM BRANDS INC 0.2%
Value ($000) $1,806 Shares 16,980 Est. Cost $109.55 Unrealized -0.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,788 Shares 8,329 Est. Cost $218.18 Unrealized +4.9%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,773 Shares 87,813 Est. Cost $21.26 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,750 Shares 13,038 Est. Cost $110.18 Unrealized +15.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,689 Shares 11,754 Est. Cost $80.65 Unrealized +64.7%
IWD ISHARES TR 0.1%
Value ($000) $1,623 Shares 11,935 Est. Cost $87.01 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,599 Shares 39,751 Est. Cost $36.29 Unrealized +8.5%
IWM ISHARES TR 0.1%
Value ($000) $1,562 Shares 9,469 Est. Cost $193.41 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,475 Shares 12,750 Est. Cost $124.98 Unrealized -0.7%
PWR QUANTA SVCS INC 0.1%
Value ($000) $1,270 Shares 9,971 Est. Cost $36.35 Unrealized +274.2%
EFA ISHARES TR 0.1%
Value ($000) $1,267 Shares 22,620 Est. Cost $75.74 Unrealized
AMCOR PLC 0.1%
Value ($000) $1,236 Shares 115,220 Est. Cost $10.63 Unrealized -0.0%
KMX CARMAX INC 0.1%
Value ($000) $1,216 Shares 18,412 Est. Cost $95.13 Unrealized -3.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,193 Shares 7,272 Est. Cost $71.41 Unrealized +141.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,187 Shares 2,956 Est. Cost $402.70 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,116 Shares 8,274 Est. Cost $72.25 Unrealized +100.6%
RWR SPDR SER TR 0.1%
Value ($000) $1,109 Shares 13,161 Est. Cost $94.69 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,068 Shares 26,712 Est. Cost $20.79 Unrealized +92.7%
DE DEERE & CO 0.1%
Value ($000) $1,018 Shares 3,050 Est. Cost $156.49 Unrealized +108.7%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $947 Shares 24,825 Est. Cost $55.55 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $936 Shares 5,215 Est. Cost $146.04 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $927 Shares 12,900 Est. Cost $29.28 Unrealized +126.0%
SHEL SHELL PLC 0.1%
Value ($000) $908 Shares 18,248 Est. Cost $53.35 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $840 Shares 18,369 Est. Cost $49.41 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $838 Shares 23,050 Est. Cost $49.13 Unrealized
NORDSTROM INC 0.1%
Value ($000) $837 Shares 50,000 Est. Cost $21.14 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $804 Shares 16,980 Est. Cost $42.11 Unrealized +14.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $753 Shares 2,818 Est. Cost $275.78 Unrealized
SMOG VANECK ETF TRUST 0.1%
Value ($000) $738 Shares 6,506 Est. Cost $156.71 Unrealized
EWG ISHARES INC 0.1%
Value ($000) $718 Shares 36,375 Est. Cost $33.05 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $711 Shares 6,289 Est. Cost $124.47 Unrealized +1.5%
ORCL ORACLE CORP 0.1%
Value ($000) $668 Shares 10,938 Est. Cost $32.82 Unrealized +113.8%
DOCS DOXIMITY INC 0.1%
Value ($000) $662 Shares 21,892 Est. Cost $65.10 Unrealized -43.7%
CF CF INDS HLDGS INC 0.1%
Value ($000) $630 Shares 6,547 Est. Cost $27.32 Unrealized +231.2%
ICLN ISHARES TR 0.1%
Value ($000) $626 Shares 32,779 Est. Cost $23.96 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $626 Shares 15,011 Est. Cost $43.77 Unrealized -0.2%
SHM SPDR SER TR 0.1%
Value ($000) $625 Shares 13,550 Est. Cost $49.59 Unrealized
BP BP PLC 0.1%
Value ($000) $609 Shares 21,340 Est. Cost $28.35 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $607 Shares 5,111 Est. Cost $100.14 Unrealized +15.5%
EEM ISHARES TR 0.0%
Value ($000) $595 Shares 17,068 Est. Cost $53.32 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $530 Shares 20,559 Est. Cost $32.29 Unrealized +0.1%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $524 Shares 10,651 Est. Cost $36.21 Unrealized +37.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $452 Shares 11,903 Est. Cost $38.74 Unrealized -7.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $428 Shares 4,967 Est. Cost $35.44 Unrealized +149.7%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $422 Shares 10,896 Est. Cost $47.21 Unrealized
NUVEEN CALIFORNIA MUNI VLU F 0.0%
Value ($000) $413 Shares 50,000 Est. Cost $10.22 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $400 Shares 16,805 Est. Cost $27.31 Unrealized
IT GARTNER INC 0.0%
Value ($000) $397 Shares 1,435 Est. Cost $136.39 Unrealized +105.6%
EFV ISHARES TR 0.0%
Value ($000) $387 Shares 10,050 Est. Cost $51.05 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $377 Shares 9,420 Est. Cost $40.02 Unrealized
ATLASSIAN CORP PLC 0.0%
Value ($000) $358 Shares 1,700 Est. Cost $286.47 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $352 Shares 9,894 Est. Cost $19.73 Unrealized +90.5%
IWR ISHARES TR 0.0%
Value ($000) $347 Shares 5,590 Est. Cost $78.24 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $342 Shares 4,950 Est. Cost $36.62 Unrealized +86.7%
USB US BANCORP DEL 0.0%
Value ($000) $333 Shares 8,266 Est. Cost $46.81 Unrealized -16.2%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $331 Shares 1,421 Est. Cost $145.59 Unrealized +55.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $309 Shares 1,340 Est. Cost $147.15 Unrealized +60.6%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $298 Shares 9,859 Est. Cost $14.30 Unrealized +113.9%
OGE OGE ENERGY CORP 0.0%
Value ($000) $295 Shares 8,100 Est. Cost $31.52 Unrealized +28.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $283 Shares 3,610 Est. Cost $77.12 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $277 Shares 2,983 Est. Cost $44.10 Unrealized +113.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $275 Shares 3,825 Est. Cost $49.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $264 Shares 2,176 Est. Cost $114.76 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $262 Shares 1,623 Est. Cost $167.71 Unrealized -4.3%
ESGU ISHARES TR 0.0%
Value ($000) $255 Shares 3,210 Est. Cost $77.86 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $254 Shares 540 Est. Cost $348.21 Unrealized +29.4%
MRK MERCK & CO INC 0.0%
Value ($000) $247 Shares 2,873 Est. Cost $45.10 Unrealized +78.3%
BIIB BIOGEN INC 0.0%
Value ($000) $247 Shares 925 Est. Cost $212.38 Unrealized 0.0%
MTUM ISHARES TR 0.0%
Value ($000) $243 Shares 1,850 Est. Cost $103.99 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $238 Shares 2,823 Est. Cost $78.36 Unrealized 0.0%
KTCC KEY TRONIC CORP 0.0%
Value ($000) $231 Shares 57,300 Est. Cost $11.04 Unrealized -57.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $225 Shares 737 Est. Cost $208.48 Unrealized +66.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $221 Shares 2,580 Est. Cost $44.06 Unrealized +94.9%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $217 Shares 9,475 Est. Cost $23.46 Unrealized -8.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $215 Shares 1,902 Est. Cost $57.28 Unrealized +121.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $212 Shares 1,788 Est. Cost $76.30 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $209 Shares 3,828 Est. Cost $70.30 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $207 Shares 3,215 Est. Cost $39.29 Unrealized +62.0%
CAC CAMDEN NATL CORP 0.0%
Value ($000) $205 Shares 4,809 Est. Cost $25.76 Unrealized +50.2%
CDC VICTORY PORTFOLIOS II 0.0%
Value ($000) $204 Shares 3,429 Est. Cost $69.59 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $204 Shares 2,277 Est. Cost $34.80 Unrealized +160.8%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $204 Shares 3,303 Est. Cost $62.95 Unrealized -31.4%
SWEDISH EXPT CR CORP 0.0%
Value ($000) $166 Shares 18,296 Est. Cost $7.13 Unrealized
HTBK HERITAGE COMM CORP 0.0%
Value ($000) $122 Shares 10,719 Est. Cost $11.99 Unrealized -4.1%
INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $92 Shares 10,890 Est. Cost $14.51 Unrealized