BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 10, 2020

Total Value ($000): $2,743,027 (100.0% shares, 0.0% debt)

Holdings (225)

AAPL APPLE INC 6.6%
Value ($000) $181,695 Shares 498,067 Est. Cost $33.10 Unrealized +126.9%
BRIDGES INVESTMENT FUND INC CO 4.8%
Value ($000) $131,664 Shares 1,759,743 Est. Cost $74.82 Unrealized
MSFT MICROSOFT CORP COM 4.6%
Value ($000) $125,952 Shares 618,897 Est. Cost $99.87 Unrealized +73.3%
AMZN AMAZON.COM INC 4.5%
Value ($000) $122,417 Shares 44,373 Est. Cost $69.73 Unrealized +73.2%
MA MASTERCARD 3.7%
Value ($000) $101,822 Shares 344,342 Est. Cost $129.00 Unrealized +111.9%
GOOGL ALPHABET INC CL A 3.1%
Value ($000) $84,231 Shares 59,399 Est. Cost $53.02 Unrealized +26.2%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 3.1%
Value ($000) $84,199 Shares 315 Est. Cost $216567.50 Unrealized +26.5%
IJH ISHARES CORE S&P MID CAP ETF 3.1%
Value ($000) $83,761 Shares 471,040 Est. Cost $164.27 Unrealized
UNP UNION PACIFIC CORP COM 2.9%
Value ($000) $80,709 Shares 477,367 Est. Cost $100.92 Unrealized +40.2%
IJR ISHARES CORE S&P SMALL CAP ETF 2.9%
Value ($000) $80,058 Shares 1,172,326 Est. Cost $78.02 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 2.6%
Value ($000) $72,630 Shares 378,384 Est. Cost $95.44 Unrealized
V VISA INC. CLASS A 2.5%
Value ($000) $68,175 Shares 352,924 Est. Cost $112.65 Unrealized +55.8%
BRK/B BERKSHIRE HATHAWAY INC CLASS B 2.3%
Value ($000) $63,793 Shares 357,364 Est. Cost $171.00 Unrealized +6.8%
FINN FIRST NATL NEB INC COM 2.1%
Value ($000) $58,006 Shares 6,011 Est. Cost $4049.21 Unrealized +103.2%
BLACKROCK, INC. 1.9%
Value ($000) $51,388 Shares 94,447 Est. Cost $408.72 Unrealized
META FACEBOOK, INC. 1.8%
Value ($000) $48,217 Shares 212,344 Est. Cost $163.57 Unrealized +26.7%
UNH UNITEDHEALTH GROUP INC COM 1.7%
Value ($000) $45,764 Shares 155,158 Est. Cost $228.42 Unrealized +14.3%
LOW LOWES COMPANIES COM 1.5%
Value ($000) $42,179 Shares 312,160 Est. Cost $84.54 Unrealized +22.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.5%
Value ($000) $41,724 Shares 370,483 Est. Cost $101.62 Unrealized
HD HOME DEPOT INC COM 1.5%
Value ($000) $40,307 Shares 160,902 Est. Cost $137.35 Unrealized +45.4%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.4%
Value ($000) $38,676 Shares 812,360 Est. Cost $50.40 Unrealized
ADBE ADOBE INC COM 1.3%
Value ($000) $36,434 Shares 83,696 Est. Cost $280.62 Unrealized +32.0%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $34,924 Shares 371,294 Est. Cost $80.72 Unrealized +1.3%
PYPL PAYPAL HOLDINGS INC 1.2%
Value ($000) $34,087 Shares 195,646 Est. Cost $60.60 Unrealized +127.5%
TMO THERMO FISHER SCIENTIFIC 1.2%
Value ($000) $33,564 Shares 92,633 Est. Cost $219.18 Unrealized +50.7%
VWO VANGUARD FTSE EMERGING MARKETS 1.2%
Value ($000) $33,281 Shares 840,225 Est. Cost $42.53 Unrealized
DIS DISNEY (WALT) 1.2%
Value ($000) $32,545 Shares 291,852 Est. Cost $91.90 Unrealized +17.4%
ODFL OLD DOMINION FREIGHT LINE, INC 1.1%
Value ($000) $30,476 Shares 179,702 Est. Cost $53.72 Unrealized +37.7%
BKNG BOOKING HOLDINGS INC 1.1%
Value ($000) $28,872 Shares 18,132 Est. Cost $1877.65 Unrealized -20.2%
GOOG ALPHABET INC CL C 1.0%
Value ($000) $27,096 Shares 19,168 Est. Cost $44.75 Unrealized +49.7%
PEP PEPSICO INC COM 0.8%
Value ($000) $22,740 Shares 171,934 Est. Cost $74.58 Unrealized +48.5%
PGR PROGRESSIVE CORP 0.8%
Value ($000) $22,487 Shares 280,703 Est. Cost $62.23 Unrealized +6.6%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $21,460 Shares 152,594 Est. Cost $97.52 Unrealized +27.4%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $20,825 Shares 67,244 Est. Cost $265.25 Unrealized
ROP ROPER TECHNOLOGIES INC 0.8%
Value ($000) $20,796 Shares 53,562 Est. Cost $212.23 Unrealized +63.3%
TRU TRANSUNION 0.8%
Value ($000) $20,623 Shares 236,935 Est. Cost $80.39 Unrealized -3.4%
ALC ALCON AG ORD SHS 0.8%
Value ($000) $20,599 Shares 359,368 Est. Cost $56.71 Unrealized -1.6%
SPGI S & P GLOBAL INC 0.7%
Value ($000) $20,335 Shares 61,716 Est. Cost $183.68 Unrealized +56.3%
VEA VANGUARD FTSE DEVELOPED MARKET 0.7%
Value ($000) $18,722 Shares 482,673 Est. Cost $39.55 Unrealized
SVB FINANCIAL GROUP 0.7%
Value ($000) $18,675 Shares 86,651 Est. Cost $213.89 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.7%
Value ($000) $18,489 Shares 31,995 Est. Cost $127.76 Unrealized +34.3%
IAA INC. 0.7%
Value ($000) $17,966 Shares 465,819 Est. Cost $40.96 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.6%
Value ($000) $16,974 Shares 73,903 Est. Cost $36.68 Unrealized -3.9%
ADSK AUTODESK INC 0.6%
Value ($000) $16,551 Shares 69,197 Est. Cost $158.24 Unrealized +24.2%
WFC WELLS FARGO & CO DEL COM 0.6%
Value ($000) $16,026 Shares 626,008 Est. Cost $39.44 Unrealized -39.2%
CMCSA COMCAST CORP CL A 0.6%
Value ($000) $15,983 Shares 410,033 Est. Cost $29.80 Unrealized +9.9%
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $15,186 Shares 206,362 Est. Cost $55.27 Unrealized +20.0%
CVX CHEVRON CORP COM 0.5%
Value ($000) $14,628 Shares 163,932 Est. Cost $79.94 Unrealized -12.6%
FISV FISERV INC WISCONSIN COM 0.5%
Value ($000) $14,510 Shares 148,642 Est. Cost $70.16 Unrealized +43.5%
SCHW CHARLES SCHWAB CORP 0.5%
Value ($000) $14,102 Shares 417,948 Est. Cost $39.46 Unrealized -15.9%
SERVICEMASTER GLOBAL HOLDINGS 0.5%
Value ($000) $13,875 Shares 388,782 Est. Cost $35.69 Unrealized
CRM SALESFORCE.COM INC 0.5%
Value ($000) $13,763 Shares 73,468 Est. Cost $160.29 Unrealized +3.9%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $13,513 Shares 73,250 Est. Cost $114.57 Unrealized +40.5%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $12,768 Shares 33,609 Est. Cost $6.31 Unrealized +27.7%
BA BOEING CO COM 0.5%
Value ($000) $12,632 Shares 68,915 Est. Cost $274.07 Unrealized -43.9%
ICE INTERCONTINENTAL EXCHANGE INC. 0.5%
Value ($000) $12,394 Shares 135,307 Est. Cost $82.85 Unrealized +2.8%
ABT ABBOTT LABS COM 0.4%
Value ($000) $11,636 Shares 127,272 Est. Cost $47.03 Unrealized +74.3%
IWS ISHARES RUSSELL MID CAP VALUE 0.4%
Value ($000) $11,336 Shares 148,123 Est. Cost $81.77 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.4%
Value ($000) $11,284 Shares 115,778 Est. Cost $117.10 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $10,982 Shares 111,856 Est. Cost $58.72 Unrealized +20.1%
AMGN AMGEN INC COM 0.4%
Value ($000) $10,731 Shares 45,500 Est. Cost $118.43 Unrealized +61.9%
IQV IQVIA HOLDINGS INC 0.4%
Value ($000) $10,421 Shares 73,441 Est. Cost $119.58 Unrealized +13.3%
ULTA ULTA SALON COSMETICS & FRAGRAN 0.4%
Value ($000) $10,130 Shares 49,801 Est. Cost $267.68 Unrealized -19.7%
ECL ECOLAB INC 0.3%
Value ($000) $8,724 Shares 43,849 Est. Cost $98.04 Unrealized +85.8%
PM PHILIP MORRIS INTERNATIONAL IN 0.3%
Value ($000) $7,588 Shares 108,300 Est. Cost $59.21 Unrealized -7.5%
EOG EOG RESOURCES INC. 0.3%
Value ($000) $7,462 Shares 147,281 Est. Cost $80.74 Unrealized -53.7%
TGT TARGET CORP COM 0.3%
Value ($000) $7,370 Shares 61,450 Est. Cost $52.75 Unrealized +86.1%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.3%
Value ($000) $7,191 Shares 33,491 Est. Cost $150.32 Unrealized +16.2%
DAL DELTA AIR LINES INC 0.3%
Value ($000) $7,153 Shares 255,020 Est. Cost $48.87 Unrealized -49.4%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $6,842 Shares 98,998 Est. Cost $71.31 Unrealized -0.3%
QDF FLEXSHARES QUALITY DIVIDEND IN 0.2%
Value ($000) $6,432 Shares 152,236 Est. Cost $41.95 Unrealized
CASY CASEYS GEN STORES COM 0.2%
Value ($000) $6,326 Shares 42,312 Est. Cost $151.71 Unrealized -4.2%
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $6,102 Shares 51,030 Est. Cost $64.35 Unrealized +57.8%
HON HONEYWELL INTERNATIONAL INC CO 0.2%
Value ($000) $6,032 Shares 41,713 Est. Cost $104.95 Unrealized +12.3%
EEM ISHARES MSCI EMERGING MKTS ETF 0.2%
Value ($000) $5,986 Shares 149,671 Est. Cost $42.22 Unrealized
USB U.S. BANCORP COM (NEW) 0.2%
Value ($000) $5,589 Shares 151,798 Est. Cost $34.52 Unrealized -19.3%
MRK MERCK & CO INC COM 0.2%
Value ($000) $5,525 Shares 71,454 Est. Cost $50.84 Unrealized +23.6%
IBM INTERNATIONAL BUS MACH COM 0.2%
Value ($000) $5,286 Shares 43,765 Est. Cost $105.33 Unrealized -13.2%
ETN EATON CORP PLC 0.2%
Value ($000) $4,979 Shares 56,907 Est. Cost $69.89 Unrealized +7.0%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $4,975 Shares 39,179 Est. Cost $87.32 Unrealized +14.0%
QUAL ISHARES EDGE MSCI USA QUALITY 0.2%
Value ($000) $4,909 Shares 51,168 Est. Cost $95.94 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $4,813 Shares 15,876 Est. Cost $174.42 Unrealized +60.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $4,734 Shares 120,594 Est. Cost $27.65 Unrealized -9.7%
WMT WALMART INC 0.2%
Value ($000) $4,716 Shares 39,370 Est. Cost $23.32 Unrealized +63.3%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $4,600 Shares 98,618 Est. Cost $27.81 Unrealized +33.1%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $4,534 Shares 101,386 Est. Cost $56.45 Unrealized -38.3%
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $4,455 Shares 80,820 Est. Cost $31.43 Unrealized +29.7%
NKE NIKE INC CL B 0.1%
Value ($000) $3,983 Shares 40,620 Est. Cost $53.84 Unrealized +58.7%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $3,523 Shares 65,727 Est. Cost $71.27 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $3,439 Shares 9,426 Est. Cost $269.33 Unrealized +20.2%
INTC INTEL CORP 0.1%
Value ($000) $3,411 Shares 57,006 Est. Cost $35.66 Unrealized +49.2%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $3,269 Shares 92,937 Est. Cost $24.69 Unrealized +6.1%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $3,131 Shares 42,737 Est. Cost $56.08 Unrealized +11.2%
ZFSVF ZURICH INSURANCE GROUP AG 0.1%
Value ($000) $3,115 Shares 8,831 Est. Cost $359.22 Unrealized -10.2%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $3,033 Shares 8,191 Est. Cost $321.78 Unrealized 0.0%
MMM 3M CO COM 0.1%
Value ($000) $3,021 Shares 19,365 Est. Cost $111.76 Unrealized -8.4%
COF CAPITAL ONE FINANCIAL COM 0.1%
Value ($000) $3,017 Shares 48,207 Est. Cost $73.17 Unrealized -22.6%
TLTD FLEXSHARES MORNINGSTAR DEVELOP 0.1%
Value ($000) $2,974 Shares 55,683 Est. Cost $57.03 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,674 Shares 43,389 Est. Cost $54.61 Unrealized 0.0%
LINDE PLC 0.1%
Value ($000) $2,601 Shares 12,260 Est. Cost $174.55 Unrealized
IJS ISHARES S&P SMALL CAP 600 VALU 0.1%
Value ($000) $2,532 Shares 21,032 Est. Cost $135.44 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,419 Shares 10,074 Est. Cost $35.46 Unrealized +46.6%
PFE PFIZER INC COM 0.1%
Value ($000) $2,409 Shares 73,658 Est. Cost $22.24 Unrealized +16.9%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $2,394 Shares 26,248 Est. Cost $47.82 Unrealized +48.4%
ING ING GROEP NV ADR 0.1%
Value ($000) $2,392 Shares 346,720 Est. Cost $16.98 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $2,299 Shares 12,762 Est. Cost $175.81 Unrealized -1.2%
IEMG ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $2,291 Shares 48,124 Est. Cost $47.61 Unrealized
VB VANGUARD SMALL CAP INDEX FUND 0.1%
Value ($000) $2,145 Shares 14,717 Est. Cost $136.93 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $2,070 Shares 16,400 Est. Cost $87.35 Unrealized +20.6%
TEXAS PACIFIC LAND TRUST 0.1%
Value ($000) $2,021 Shares 3,399 Est. Cost $455.65 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,921 Shares 8,028 Est. Cost $193.90 Unrealized +13.6%
ADP AUTOMATIC DATA PROCESSING COM 0.1%
Value ($000) $1,878 Shares 12,611 Est. Cost $106.17 Unrealized +19.6%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $1,838 Shares 11,192 Est. Cost $76.93 Unrealized +87.1%
VO VANGUARD MID-CAP INDEX FUND -E 0.1%
Value ($000) $1,794 Shares 10,946 Est. Cost $133.15 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $1,780 Shares 39,830 Est. Cost $33.47 Unrealized +15.7%
MKC MCCORMICK & COMPANY, INC. 0.1%
Value ($000) $1,773 Shares 9,885 Est. Cost $45.91 Unrealized +60.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,703 Shares 6,008 Est. Cost $251.84 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.1%
Value ($000) $1,689 Shares 28,720 Est. Cost $39.95 Unrealized +20.0%
LW LAMB WESTON HOLDINGS INC 0.1%
Value ($000) $1,668 Shares 26,093 Est. Cost $67.77 Unrealized -18.7%
TLTE FLEXSHARES MORNINGSTAR EMERGIN 0.1%
Value ($000) $1,554 Shares 34,749 Est. Cost $47.97 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $1,521 Shares 9,675 Est. Cost $129.29 Unrealized +3.8%
TILT FLEXSHARES MORNINGSTAR US MARK 0.1%
Value ($000) $1,499 Shares 13,201 Est. Cost $107.93 Unrealized
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $1,461 Shares 41,555 Est. Cost $43.83 Unrealized -29.3%
MDLZ MONDELEZ INTERNATIONAL INC CL 0.1%
Value ($000) $1,448 Shares 28,312 Est. Cost $35.27 Unrealized +26.3%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,448 Shares 26,189 Est. Cost $43.83 Unrealized +11.8%
IBKR INTERACTIVE BROKERS GROUPS, IN 0.1%
Value ($000) $1,420 Shares 34,000 Est. Cost $10.11 Unrealized 0.0%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $1,340 Shares 9,479 Est. Cost $89.24 Unrealized +26.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1,194 Shares 19,248 Est. Cost $52.71 Unrealized -4.6%
TJX TJX COMPANIES INC 0.0%
Value ($000) $1,191 Shares 23,544 Est. Cost $41.88 Unrealized +11.3%
UPS UNITED PARCEL SERVICE CL B 0.0%
Value ($000) $1,182 Shares 10,635 Est. Cost $73.17 Unrealized +9.0%
BP BP PLC SPONS ADR 0.0%
Value ($000) $1,149 Shares 49,302 Est. Cost $39.03 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $1,128 Shares 5,436 Est. Cost $159.12 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $1,124 Shares 42,300 Est. Cost $11.21 Unrealized +4.1%
T AT&T INC COM 0.0%
Value ($000) $1,092 Shares 36,140 Est. Cost $14.86 Unrealized +4.3%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $1,083 Shares 7,213 Est. Cost $102.37 Unrealized +14.1%
AVGO BROADCOM INC 0.0%
Value ($000) $1,033 Shares 3,274 Est. Cost $20.78 Unrealized +18.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $965 Shares 18,161 Est. Cost $27.19 Unrealized -35.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $920 Shares 11,710 Est. Cost $83.67 Unrealized
STT STATE STREET CORP COM 0.0%
Value ($000) $910 Shares 14,320 Est. Cost $57.82 Unrealized -13.1%
CTAS CINTAS CORP COM 0.0%
Value ($000) $906 Shares 3,404 Est. Cost $61.08 Unrealized -10.5%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $890 Shares 48,938 Est. Cost $33.16 Unrealized
DOW DOW INC 0.0%
Value ($000) $887 Shares 21,749 Est. Cost $36.37 Unrealized -26.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $828 Shares 9,452 Est. Cost $43.50 Unrealized +72.6%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $825 Shares 10,157 Est. Cost $52.21 Unrealized +20.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $819 Shares 3,733 Est. Cost $114.75 Unrealized +47.0%
GENERAL ELEC CO COM 0.0%
Value ($000) $777 Shares 113,882 Est. Cost $20.33 Unrealized
TIFFANY & CO NEW COM 0.0%
Value ($000) $732 Shares 6,000 Est. Cost $72.86 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $727 Shares 7,924 Est. Cost $70.96 Unrealized +15.3%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $726 Shares 5,880 Est. Cost $60.39 Unrealized +48.8%
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $723 Shares 6,673 Est. Cost $115.70 Unrealized
MCO MOODY'S CORP 0.0%
Value ($000) $714 Shares 2,600 Est. Cost $158.62 Unrealized +52.8%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $667 Shares 5,276 Est. Cost $102.99 Unrealized +3.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $666 Shares 11,728 Est. Cost $47.48 Unrealized 0.0%
DOX AMDOCS LTD 0.0%
Value ($000) $645 Shares 10,595 Est. Cost $56.92 Unrealized -3.7%
VFC V F CORP COM 0.0%
Value ($000) $615 Shares 10,100 Est. Cost $59.24 Unrealized -1.7%
AEROJET ROCKETDYNE HLDGS INC C 0.0%
Value ($000) $615 Shares 15,500 Est. Cost $31.36 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $609 Shares 2,317 Est. Cost $214.53 Unrealized +15.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $591 Shares 5,186 Est. Cost $115.59 Unrealized -19.1%
SO SOUTHERN CO COM 0.0%
Value ($000) $589 Shares 11,367 Est. Cost $32.35 Unrealized +38.4%
BRIDGES HOLDING COMPANY 0.0%
Value ($000) $547 Shares 387 Est. Cost $1413.44 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $539 Shares 5,295 Est. Cost $104.44 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $526 Shares 23,672 Est. Cost $17.13 Unrealized 0.0%
KANSAS CITY SOUTHERN IND INC C 0.0%
Value ($000) $522 Shares 3,496 Est. Cost $105.83 Unrealized
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $512 Shares 5,260 Est. Cost $57.50 Unrealized +44.4%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $492 Shares 5,550 Est. Cost $66.69 Unrealized +12.1%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $444 Shares 4,215 Est. Cost $107.67 Unrealized -20.2%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $439 Shares 9,845 Est. Cost $56.83 Unrealized -25.1%
TE CONNECTIVITY LTD 0.0%
Value ($000) $424 Shares 5,200 Est. Cost $86.09 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $416 Shares 4,791 Est. Cost $79.21 Unrealized -3.0%
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $406 Shares 9,408 Est. Cost $56.93 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $400 Shares 370 Est. Cost $54.10 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $384 Shares 1,590 Est. Cost $139.76 Unrealized +42.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $381 Shares 3,604 Est. Cost $68.74 Unrealized +34.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $375 Shares 2,621 Est. Cost $155.33 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $374 Shares 2,886 Est. Cost $98.37 Unrealized +19.6%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $370 Shares 6,023 Est. Cost $40.79 Unrealized +22.3%
KLAC KLA CORP COM 0.0%
Value ($000) $367 Shares 1,888 Est. Cost $112.69 Unrealized +42.3%
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $367 Shares 1,636 Est. Cost $225.83 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $363 Shares 36,196 Est. Cost $9.45 Unrealized
VMI VALMONT INDS INC 0.0%
Value ($000) $353 Shares 3,111 Est. Cost $142.36 Unrealized -22.0%
MRSH MARSH & MCLENNAN COS COM 0.0%
Value ($000) $346 Shares 3,220 Est. Cost $95.28 Unrealized -2.4%
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $345 Shares 6,300 Est. Cost $52.21 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $343 Shares 12,811 Est. Cost $25.02 Unrealized -2.7%
INTU INTUIT INC 0.0%
Value ($000) $342 Shares 1,154 Est. Cost $261.58 Unrealized +1.3%
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $336 Shares 1,800 Est. Cost $186.67 Unrealized
NVR NVR INC 0.0%
Value ($000) $329 Shares 101 Est. Cost $3586.02 Unrealized -14.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $326 Shares 4,300 Est. Cost $52.87 Unrealized +11.5%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $324 Shares 4,070 Est. Cost $55.99 Unrealized +19.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $311 Shares 4,324 Est. Cost $71.52 Unrealized -21.4%
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $304 Shares 1,789 Est. Cost $185.08 Unrealized
SPY SPDR S&P 500 SER 1 ETF TR 0.0%
Value ($000) $304 Shares 987 Est. Cost $262.47 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $298 Shares 3,125 Est. Cost $86.22 Unrealized -0.7%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $291 Shares 3,391 Est. Cost $115.64 Unrealized -27.6%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $288 Shares 13,500 Est. Cost $15.54 Unrealized -0.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $286 Shares 929 Est. Cost $282.57 Unrealized +5.6%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $284 Shares 5,675 Est. Cost $54.62 Unrealized
DUK DUKE ENERGY CORP COM NEW 0.0%
Value ($000) $276 Shares 3,461 Est. Cost $62.81 Unrealized +7.6%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $275 Shares 3,500 Est. Cost $44.03 Unrealized +61.9%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $273 Shares 2,337 Est. Cost $98.55 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $268 Shares 1,642 Est. Cost $124.24 Unrealized
TILRAY INC CL 2 0.0%
Value ($000) $264 Shares 37,115 Est. Cost $7.11 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $262 Shares 8,011 Est. Cost $61.40 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $257 Shares 8,436 Est. Cost $20.25 Unrealized +4.2%
DHR DANAHER CORP DEL 0.0%
Value ($000) $257 Shares 1,450 Est. Cost $119.38 Unrealized +17.3%
KHC KRAFT HEINZ COMPANY COM 0.0%
Value ($000) $251 Shares 7,854 Est. Cost $23.07 Unrealized 0.0%
RAWHIDE PICTURES, LLC - REAGAN 0.0%
Value ($000) $250 Shares 5 Est. Cost $50000.00 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $243 Shares 2,504 Est. Cost $87.37 Unrealized -2.0%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $241 Shares 7,052 Est. Cost $27.45 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $234 Shares 4,900 Est. Cost $24.81 Unrealized +64.1%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $230 Shares 3,770 Est. Cost $65.02 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.0%
Value ($000) $229 Shares 2,950 Est. Cost $33.64 Unrealized +102.0%
SWK STANLEY BLACK & DECKER, INC. 0.0%
Value ($000) $227 Shares 1,629 Est. Cost $98.62 Unrealized +2.6%
AZO AUTOZONE INC COM 0.0%
Value ($000) $226 Shares 200 Est. Cost $1053.52 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $220 Shares 1,472 Est. Cost $176.64 Unrealized -29.6%
IJJ ISHARES S&P MID CAP VALUE ETF 0.0%
Value ($000) $215 Shares 1,616 Est. Cost $133.04 Unrealized
NFLX NETFLIX 0.0%
Value ($000) $211 Shares 465 Est. Cost $42.56 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $211 Shares 8,917 Est. Cost $25.76 Unrealized -20.2%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $138 Shares 19,404 Est. Cost $7.11 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L 0.0%
Value ($000) $135 Shares 15,334 Est. Cost $33.98 Unrealized
NIOCORP DEVELOPMENTS LTD 0.0%
Value ($000) $23 Shares 38,200 Est. Cost $0.60 Unrealized
ANZFF AIR NEW ZEALAND LIMITED 0.0%
Value ($000) $22 Shares 26,315 Est. Cost $0.68 Unrealized 0.0%
USGA U.S. GLOBAL NANOSPACE INC 0.0%
Value ($000) $0 Shares 107,000 Est. Cost $0.00 Unrealized 0.0%
AMERICAN GOLF CAR INC 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
CGTV MEDIA GROUP, INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
ATOM SCIENCES INC 0.0%
Value ($000) $0 Shares 117,553 Est. Cost Unrealized