BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 5, 2021

Total Value ($000): $3,420,558 (100.0% shares, 0.0% debt)

Holdings (217)

AAPL APPLE INC 6.3%
Value ($000) $214,145 Shares 1,753,133 Est. Cost $86.80 Unrealized +44.1%
BRIDGES INVESTMENT FUND INC 4.4%
Value ($000) $152,203 Shares 1,663,601 Est. Cost $74.82 Unrealized
MSFT MICROSOFT CORP COM 4.2%
Value ($000) $144,799 Shares 614,152 Est. Cost $99.87 Unrealized +123.2%
AMZN AMAZON.COM INC 4.0%
Value ($000) $135,704 Shares 43,859 Est. Cost $70.97 Unrealized +123.3%
IJH ISHARES CORE S&P MID CAP ETF 3.7%
Value ($000) $125,071 Shares 480,525 Est. Cost $169.96 Unrealized
GOOGL ALPHABET INC CL A 3.5%
Value ($000) $121,353 Shares 58,837 Est. Cost $53.02 Unrealized +84.7%
MA MASTERCARD 3.4%
Value ($000) $116,996 Shares 328,594 Est. Cost $129.00 Unrealized +163.2%
IJR ISHARES CORE S&P SMALL CAP ETF 3.4%
Value ($000) $116,914 Shares 1,077,244 Est. Cost $78.02 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CLASS A 3.4%
Value ($000) $116,482 Shares 302 Est. Cost $216567.50 Unrealized +69.3%
UNP UNION PACIFIC CORP COM 2.9%
Value ($000) $97,644 Shares 443,013 Est. Cost $100.92 Unrealized +86.4%
BRK/B BERKSHIRE HATHAWAY INC CLASS B 2.5%
Value ($000) $85,725 Shares 335,562 Est. Cost $171.00 Unrealized +42.0%
IWF ISHARES RUSSELL 1000 GROWTH ET 2.5%
Value ($000) $84,422 Shares 347,357 Est. Cost $95.44 Unrealized
V VISA INC. CLASS A 2.2%
Value ($000) $75,955 Shares 358,731 Est. Cost $114.50 Unrealized +77.4%
FINN FIRST NATL NEB INC COM 2.1%
Value ($000) $71,388 Shares 5,949 Est. Cost $4364.36 Unrealized +143.8%
META FACEBOOK, INC. 2.0%
Value ($000) $69,518 Shares 236,033 Est. Cost $173.61 Unrealized +54.0%
BLACKROCK, INC. 1.9%
Value ($000) $65,125 Shares 86,378 Est. Cost $408.72 Unrealized
LOW LOWES COMPANIES COM 1.8%
Value ($000) $60,778 Shares 319,582 Est. Cost $87.37 Unrealized +79.7%
UNH UNITEDHEALTH GROUP INC COM 1.7%
Value ($000) $58,273 Shares 156,618 Est. Cost $229.03 Unrealized +39.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.6%
Value ($000) $53,924 Shares 355,813 Est. Cost $101.62 Unrealized
DIS DISNEY (WALT) 1.6%
Value ($000) $53,352 Shares 289,139 Est. Cost $93.16 Unrealized +93.4%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $48,518 Shares 318,712 Est. Cost $80.72 Unrealized +57.6%
VWO VANGUARD FTSE EMERGING MARKETS 1.4%
Value ($000) $47,623 Shares 914,954 Est. Cost $43.47 Unrealized
HD HOME DEPOT INC COM 1.4%
Value ($000) $46,941 Shares 153,781 Est. Cost $137.35 Unrealized +78.0%
TMO THERMO FISHER SCIENTIFIC 1.3%
Value ($000) $45,404 Shares 99,488 Est. Cost $236.99 Unrealized +98.8%
PYPL PAYPAL HOLDINGS INC 1.3%
Value ($000) $44,510 Shares 183,291 Est. Cost $60.60 Unrealized +315.7%
ODFL OLD DOMINION FREIGHT LINE, INC 1.3%
Value ($000) $43,238 Shares 179,849 Est. Cost $54.97 Unrealized +90.7%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.2%
Value ($000) $42,437 Shares 699,361 Est. Cost $50.40 Unrealized
ADBE ADOBE INC COM 1.2%
Value ($000) $39,923 Shares 83,984 Est. Cost $280.62 Unrealized +66.6%
GOOG ALPHABET INC CL C 1.1%
Value ($000) $38,739 Shares 18,727 Est. Cost $46.65 Unrealized +111.1%
SVB FINANCIAL GROUP 1.1%
Value ($000) $36,935 Shares 74,818 Est. Cost $216.33 Unrealized
PGR PROGRESSIVE CORP 0.8%
Value ($000) $27,809 Shares 290,856 Est. Cost $62.90 Unrealized +28.8%
IAA INC. 0.8%
Value ($000) $26,988 Shares 489,440 Est. Cost $41.52 Unrealized
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $26,466 Shares 11,360 Est. Cost $1877.65 Unrealized +16.4%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $26,315 Shares 66,148 Est. Cost $265.25 Unrealized
SPGI S & P GLOBAL INC 0.7%
Value ($000) $25,552 Shares 72,411 Est. Cost $203.81 Unrealized +56.8%
SBUX STARBUCKS CORP COM 0.7%
Value ($000) $24,874 Shares 227,646 Est. Cost $58.35 Unrealized +61.1%
SHW SHERWIN WILLIAMS CO COM 0.7%
Value ($000) $24,360 Shares 33,008 Est. Cost $130.35 Unrealized +75.0%
VEA VANGUARD FTSE DEVELOPED MARKET 0.7%
Value ($000) $23,989 Shares 488,477 Est. Cost $39.73 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.7%
Value ($000) $23,464 Shares 72,854 Est. Cost $36.68 Unrealized +62.1%
ALC ALCON AG ORD SHS 0.7%
Value ($000) $23,363 Shares 332,902 Est. Cost $56.95 Unrealized +22.6%
TRU TRANSUNION 0.7%
Value ($000) $22,390 Shares 248,787 Est. Cost $80.81 Unrealized +8.9%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $22,102 Shares 134,479 Est. Cost $97.52 Unrealized +44.4%
FISV FISERV INC WISCONSIN COM 0.6%
Value ($000) $20,607 Shares 173,105 Est. Cost $74.60 Unrealized +53.8%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $20,597 Shares 51,067 Est. Cost $212.23 Unrealized +83.6%
PEP PEPSICO INC COM 0.6%
Value ($000) $20,507 Shares 144,977 Est. Cost $74.58 Unrealized +58.1%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $20,461 Shares 38,320 Est. Cost $7.26 Unrealized +84.7%
WFC WELLS FARGO & CO DEL COM 0.6%
Value ($000) $20,180 Shares 516,503 Est. Cost $38.55 Unrealized -18.0%
ADSK AUTODESK INC 0.6%
Value ($000) $19,975 Shares 72,070 Est. Cost $166.14 Unrealized +73.6%
TERMINIX GLOBAL HOLDINGS 0.6%
Value ($000) $18,835 Shares 395,099 Est. Cost $51.01 Unrealized
CRM SALESFORCE.COM INC 0.5%
Value ($000) $18,629 Shares 87,926 Est. Cost $171.19 Unrealized +28.5%
ICE INTERCONTINENTAL EXCHANGE INC. 0.5%
Value ($000) $18,209 Shares 163,042 Est. Cost $85.79 Unrealized +24.1%
TPL TEXAS PACIFIC LAND CORP 0.5%
Value ($000) $15,986 Shares 10,057 Est. Cost $117.17 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $15,177 Shares 67,708 Est. Cost $115.60 Unrealized +65.4%
CASY CASEYS GEN STORES COM 0.4%
Value ($000) $14,661 Shares 67,818 Est. Cost $159.03 Unrealized +22.0%
IQV IQVIA HOLDINGS INC 0.4%
Value ($000) $14,334 Shares 74,214 Est. Cost $126.14 Unrealized +48.8%
ABT ABBOTT LABS COM 0.4%
Value ($000) $13,672 Shares 114,093 Est. Cost $47.03 Unrealized +131.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.4%
Value ($000) $13,436 Shares 84,255 Est. Cost $117.10 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.4%
Value ($000) $13,312 Shares 159,159 Est. Cost $75.49 Unrealized +12.0%
CVX CHEVRON CORP COM 0.4%
Value ($000) $12,049 Shares 114,986 Est. Cost $79.94 Unrealized -0.4%
ULTA ULTA SALON COSMETICS & FRAGRAN 0.3%
Value ($000) $11,701 Shares 37,847 Est. Cost $268.56 Unrealized +15.7%
CMCSA COMCAST CORP CL A 0.3%
Value ($000) $11,558 Shares 213,594 Est. Cost $29.80 Unrealized +54.8%
IWS ISHARES RUSSELL MID CAP VALUE 0.3%
Value ($000) $11,324 Shares 103,597 Est. Cost $81.77 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $11,274 Shares 56,921 Est. Cost $52.75 Unrealized +209.4%
EOG EOG RESOURCES INC. 0.3%
Value ($000) $10,952 Shares 151,002 Est. Cost $77.74 Unrealized -35.2%
ABBV ABBVIE INC 0.3%
Value ($000) $10,648 Shares 98,392 Est. Cost $58.72 Unrealized +51.4%
BWXT BWX TECHNOLOGIES INC 0.3%
Value ($000) $8,561 Shares 129,835 Est. Cost $55.02 Unrealized +2.5%
ECL ECOLAB INC 0.2%
Value ($000) $8,486 Shares 39,639 Est. Cost $98.04 Unrealized +105.6%
BA BOEING CO COM 0.2%
Value ($000) $8,337 Shares 32,728 Est. Cost $271.52 Unrealized -18.1%
HON HONEYWELL INTERNATIONAL INC CO 0.2%
Value ($000) $8,016 Shares 36,933 Est. Cost $104.95 Unrealized +68.3%
ACN ACCENTURE PLC F CLASS A 0.2%
Value ($000) $7,876 Shares 28,512 Est. Cost $150.32 Unrealized +60.5%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $7,719 Shares 40,838 Est. Cost $89.69 Unrealized +68.8%
PM PHILIP MORRIS INTERNATIONAL IN 0.2%
Value ($000) $7,672 Shares 86,442 Est. Cost $59.21 Unrealized +12.8%
AMGN AMGEN INC COM 0.2%
Value ($000) $7,578 Shares 30,457 Est. Cost $120.12 Unrealized +70.4%
USB U.S. BANCORP COM (NEW) 0.2%
Value ($000) $7,522 Shares 136,016 Est. Cost $34.52 Unrealized +16.8%
EEM ISHARES MSCI EMERGING MKTS ETF 0.2%
Value ($000) $7,352 Shares 137,840 Est. Cost $42.58 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND IN 0.2%
Value ($000) $7,316 Shares 137,272 Est. Cost $41.95 Unrealized
AMT AMERICAN TOWER CORP COM 0.2%
Value ($000) $7,162 Shares 29,961 Est. Cost $192.66 Unrealized -0.2%
ETN EATON CORP PLC 0.2%
Value ($000) $6,360 Shares 46,000 Est. Cost $69.89 Unrealized +70.2%
QUAL ISHARES EDGE MSCI USA QUALITY 0.2%
Value ($000) $6,132 Shares 50,350 Est. Cost $95.94 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $5,714 Shares 16,212 Est. Cost $195.69 Unrealized +68.5%
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $5,270 Shares 38,910 Est. Cost $64.35 Unrealized +79.8%
MRK MERCK & CO INC COM 0.2%
Value ($000) $5,171 Shares 67,077 Est. Cost $50.84 Unrealized +24.0%
WMT WALMART INC 0.1%
Value ($000) $5,092 Shares 37,489 Est. Cost $23.32 Unrealized +85.7%
NKE NIKE INC CL B 0.1%
Value ($000) $4,964 Shares 37,355 Est. Cost $55.60 Unrealized +133.0%
IBM INTERNATIONAL BUS MACH COM 0.1%
Value ($000) $4,837 Shares 36,292 Est. Cost $105.33 Unrealized -6.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $4,773 Shares 93,306 Est. Cost $27.65 Unrealized +10.0%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $4,298 Shares 58,142 Est. Cost $71.33 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $4,238 Shares 75,913 Est. Cost $56.45 Unrealized -23.3%
ING ING GROEP NV ADR 0.1%
Value ($000) $4,233 Shares 346,085 Est. Cost $16.98 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $4,229 Shares 81,761 Est. Cost $27.81 Unrealized +46.1%
DE DEERE & CO COM 0.1%
Value ($000) $4,227 Shares 11,298 Est. Cost $167.50 Unrealized +83.6%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $4,060 Shares 62,289 Est. Cost $39.46 Unrealized +44.2%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $3,631 Shares 27,383 Est. Cost $57.57 Unrealized +125.3%
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $3,453 Shares 59,377 Est. Cost $31.43 Unrealized +34.4%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $3,437 Shares 9,301 Est. Cost $269.98 Unrealized +11.1%
LINDE PLC 0.1%
Value ($000) $3,312 Shares 11,824 Est. Cost $174.55 Unrealized
ZFSVF ZURICH INSURANCE GROUP AG 0.1%
Value ($000) $3,271 Shares 7,631 Est. Cost $359.22 Unrealized +17.2%
ADP AUTOMATIC DATA PROCESSING COM 0.1%
Value ($000) $3,197 Shares 16,962 Est. Cost $112.07 Unrealized +39.8%
VB VANGUARD SMALL CAP INDEX FUND 0.1%
Value ($000) $3,105 Shares 14,501 Est. Cost $136.93 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $3,104 Shares 48,224 Est. Cost $47.61 Unrealized
IJS ISHARES S&P SMALL CAP 600 VALU 0.1%
Value ($000) $2,998 Shares 29,762 Est. Cost $109.63 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $2,962 Shares 12,160 Est. Cost $176.15 Unrealized +29.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $2,836 Shares 35,987 Est. Cost $56.08 Unrealized +24.8%
MMM 3M CO COM 0.1%
Value ($000) $2,752 Shares 14,287 Est. Cost $111.76 Unrealized +11.9%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $2,688 Shares 71,487 Est. Cost $24.69 Unrealized +15.0%
TLTD FLEXSHARES MORNINGSTAR DEVELOP 0.1%
Value ($000) $2,658 Shares 37,972 Est. Cost $57.03 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,569 Shares 33,973 Est. Cost $57.79 Unrealized +19.1%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $2,511 Shares 16,400 Est. Cost $87.35 Unrealized +55.7%
IBKR INTERACTIVE BROKERS GROUPS, IN 0.1%
Value ($000) $2,469 Shares 33,800 Est. Cost $10.11 Unrealized +73.4%
VO VANGUARD MID-CAP INDEX FUND -E 0.1%
Value ($000) $2,419 Shares 10,931 Est. Cost $133.15 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,386 Shares 30,885 Est. Cost $54.61 Unrealized +19.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $2,373 Shares 33,806 Est. Cost $47.52 Unrealized +27.6%
PFE PFIZER INC COM 0.1%
Value ($000) $2,276 Shares 62,852 Est. Cost $22.24 Unrealized +26.1%
AVGO BROADCOM INC 0.1%
Value ($000) $2,183 Shares 4,709 Est. Cost $24.70 Unrealized +68.6%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,124 Shares 5,831 Est. Cost $251.84 Unrealized
COF CAPITAL ONE FINANCIAL COM 0.1%
Value ($000) $2,108 Shares 16,570 Est. Cost $73.17 Unrealized +47.5%
MCO MOODY'S CORP 0.1%
Value ($000) $2,101 Shares 7,038 Est. Cost $229.08 Unrealized +18.0%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $2,059 Shares 11,020 Est. Cost $76.93 Unrealized +141.9%
KO COCA COLA CO COM 0.1%
Value ($000) $1,951 Shares 37,025 Est. Cost $33.47 Unrealized +29.6%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $1,944 Shares 11,437 Est. Cost $76.97 Unrealized +71.5%
TILT FLEXSHARES MORNINGSTAR US MARK 0.1%
Value ($000) $1,939 Shares 12,158 Est. Cost $107.93 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,919 Shares 2,872 Est. Cost $109.80 Unrealized +128.7%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,808 Shares 7,437 Est. Cost $194.62 Unrealized +15.9%
AMP AMERIPRISE FINANCIAL INC COM 0.1%
Value ($000) $1,783 Shares 7,674 Est. Cost $107.69 Unrealized +86.5%
MKC MCCORMICK & COMPANY, INC. 0.1%
Value ($000) $1,763 Shares 19,770 Est. Cost $65.36 Unrealized +22.7%
INTC INTEL CORP 0.0%
Value ($000) $1,706 Shares 26,649 Est. Cost $35.66 Unrealized +51.7%
TJX TJX COMPANIES INC 0.0%
Value ($000) $1,609 Shares 24,328 Est. Cost $42.74 Unrealized +45.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1,583 Shares 17,548 Est. Cost $52.71 Unrealized +47.6%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $1,554 Shares 34,050 Est. Cost $43.83 Unrealized +1.5%
BMY BRISTOL MYERS SQUIBB COM 0.0%
Value ($000) $1,516 Shares 24,002 Est. Cost $39.95 Unrealized +27.7%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1,509 Shares 4,421 Est. Cost $65.40 Unrealized +23.7%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $1,428 Shares 18,427 Est. Cost $67.77 Unrealized +7.3%
TLTE FLEXSHARES MORNINGSTAR EMERGIN 0.0%
Value ($000) $1,407 Shares 22,814 Est. Cost $47.97 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CL 0.0%
Value ($000) $1,395 Shares 23,831 Est. Cost $35.27 Unrealized +41.2%
STT STATE STREET CORP COM 0.0%
Value ($000) $1,333 Shares 15,874 Est. Cost $57.59 Unrealized +14.7%
CATALENT INC 0.0%
Value ($000) $1,309 Shares 12,426 Est. Cost $105.34 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $1,222 Shares 10,338 Est. Cost $76.18 Unrealized +33.5%
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $1,204 Shares 18,483 Est. Cost $91.86 Unrealized
GENERAL ELEC CO COM 0.0%
Value ($000) $1,176 Shares 89,560 Est. Cost $20.33 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1,089 Shares 11,863 Est. Cost $83.77 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $1,066 Shares 48,363 Est. Cost $33.16 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $1,004 Shares 7,223 Est. Cost $89.24 Unrealized +24.2%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1,003 Shares 20,772 Est. Cost $48.87 Unrealized -11.9%
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $995 Shares 4,387 Est. Cost $226.81 Unrealized
KLAC KLA CORP COM 0.0%
Value ($000) $951 Shares 2,878 Est. Cost $154.23 Unrealized +85.4%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $950 Shares 4,100 Est. Cost $102.99 Unrealized +83.6%
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $943 Shares 6,673 Est. Cost $115.70 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $940 Shares 1,144 Est. Cost $86.33 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $840 Shares 2,188 Est. Cost $373.21 Unrealized +9.3%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $832 Shares 4,850 Est. Cost $60.39 Unrealized +118.4%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $821 Shares 19,443 Est. Cost $17.13 Unrealized +112.7%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $766 Shares 8,405 Est. Cost $44.80 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $755 Shares 24,911 Est. Cost $14.86 Unrealized +8.6%
VFC V F CORP COM 0.0%
Value ($000) $751 Shares 9,400 Est. Cost $59.24 Unrealized +37.0%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $750 Shares 5,295 Est. Cost $104.44 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $737 Shares 4,900 Est. Cost $115.59 Unrealized +15.2%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $715 Shares 17,300 Est. Cost $11.21 Unrealized +64.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $674 Shares 7,200 Est. Cost $43.50 Unrealized +70.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $672 Shares 3,483 Est. Cost $114.75 Unrealized +43.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $671 Shares 5,200 Est. Cost $86.09 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $651 Shares 2,736 Est. Cost $142.36 Unrealized +55.8%
INTU INTUIT INC 0.0%
Value ($000) $646 Shares 1,689 Est. Cost $289.42 Unrealized +29.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $632 Shares 9,239 Est. Cost $47.48 Unrealized +27.9%
TILRAY INC CL 2 0.0%
Value ($000) $600 Shares 26,390 Est. Cost $7.27 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $591 Shares 5,100 Est. Cost $66.69 Unrealized +51.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $588 Shares 7,747 Est. Cost $52.21 Unrealized +12.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $577 Shares 9,300 Est. Cost $32.35 Unrealized +54.1%
BP BP PLC SPONS ADR 0.0%
Value ($000) $572 Shares 23,493 Est. Cost $39.03 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $572 Shares 2,587 Est. Cost $155.33 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $543 Shares 2,684 Est. Cost $169.70 Unrealized 0.0%
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $541 Shares 7,200 Est. Cost $89.38 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $538 Shares 1,500 Est. Cost $214.53 Unrealized +40.2%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $528 Shares 5,948 Est. Cost $93.31 Unrealized
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $526 Shares 6,300 Est. Cost $52.21 Unrealized +41.2%
MRSH MARSH & MCLENNAN COS COM 0.0%
Value ($000) $508 Shares 4,174 Est. Cost $97.66 Unrealized +9.6%
HSY HERSHEY COMPANY 0.0%
Value ($000) $501 Shares 3,167 Est. Cost $101.02 Unrealized +32.7%
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $501 Shares 6,393 Est. Cost $110.67 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $494 Shares 7,043 Est. Cost $56.92 Unrealized +19.7%
AEROJET ROCKETDYNE HLDGS INC C 0.0%
Value ($000) $470 Shares 10,000 Est. Cost $31.36 Unrealized
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $439 Shares 2,966 Est. Cost $115.64 Unrealized +13.9%
KANSAS CITY SOUTHERN IND INC C 0.0%
Value ($000) $421 Shares 1,596 Est. Cost $105.83 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $420 Shares 7,052 Est. Cost $27.45 Unrealized +82.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $414 Shares 1,472 Est. Cost $139.76 Unrealized +71.9%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $406 Shares 7,945 Est. Cost $49.72 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $405 Shares 9,333 Est. Cost $56.93 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $398 Shares 4,060 Est. Cost $52.87 Unrealized +52.0%
SPY SPDR S&P 500 SER 1 ETF TR 0.0%
Value ($000) $391 Shares 987 Est. Cost $277.07 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $388 Shares 3,026 Est. Cost $155.33 Unrealized
TRN TRINITY INDS INC COM 0.0%
Value ($000) $385 Shares 13,500 Est. Cost $15.54 Unrealized +56.1%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $379 Shares 2,581 Est. Cost $103.86 Unrealized
DOW DOW INC 0.0%
Value ($000) $378 Shares 5,911 Est. Cost $36.37 Unrealized +26.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $372 Shares 4,802 Est. Cost $27.19 Unrealized +6.9%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $370 Shares 5,675 Est. Cost $54.62 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $361 Shares 3,894 Est. Cost $92.71 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $325 Shares 5,300 Est. Cost $40.79 Unrealized +20.0%
IJJ ISHARES S&P MID CAP VALUE ETF 0.0%
Value ($000) $323 Shares 3,166 Est. Cost $109.68 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $318 Shares 3,295 Est. Cost $62.81 Unrealized +20.1%
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $291 Shares 7,423 Est. Cost $35.11 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $284 Shares 2,204 Est. Cost $68.74 Unrealized +57.4%
AZO AUTOZONE INC COM 0.0%
Value ($000) $281 Shares 200 Est. Cost $1077.64 Unrealized +14.9%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $277 Shares 1,577 Est. Cost $107.67 Unrealized +28.7%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $271 Shares 3,195 Est. Cost $55.99 Unrealized +20.5%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $265 Shares 3,500 Est. Cost $44.03 Unrealized +58.4%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $264 Shares 4,875 Est. Cost $24.81 Unrealized +71.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $263 Shares 3,470 Est. Cost $65.02 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $258 Shares 1,425 Est. Cost $164.34 Unrealized -10.5%
SWK STANLEY BLACK & DECKER, INC. 0.0%
Value ($000) $257 Shares 1,287 Est. Cost $98.62 Unrealized +56.1%
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $250 Shares 2,000 Est. Cost $57.50 Unrealized +99.3%
VTV VANGUARD VALUE INDEX FUND - ET 0.0%
Value ($000) $237 Shares 1,804 Est. Cost $118.63 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $225 Shares 695 Est. Cost $282.57 Unrealized -1.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $220 Shares 6,037 Est. Cost $25.56 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $217 Shares 4,010 Est. Cost $39.42 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $202 Shares 1,425 Est. Cost $86.22 Unrealized +44.2%
NIOCORP DEVELOPMENTS LTD 0.0%
Value ($000) $38 Shares 38,200 Est. Cost $0.60 Unrealized
ANZFF AIR NEW ZEALAND LIMITED 0.0%
Value ($000) $31 Shares 26,315 Est. Cost $0.68 Unrealized +45.7%
CGTV MEDIA GROUP, INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
USGA U.S. GLOBAL NANOSPACE INC 0.0%
Value ($000) $0 Shares 107,000 Est. Cost $0.00 Unrealized +199.8%