BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 1, 2022

Total Value ($000): $3,418,208 (100.0% shares, 0.0% debt)

Holdings (224)

AAPL APPLE INC 6.4%
Value ($000) $219,172 Shares 1,234,292 Est. Cost $86.80 Unrealized +78.2%
MSFT MICROSOFT CORP COM 4.5%
Value ($000) $154,712 Shares 460,014 Est. Cost $99.87 Unrealized +213.8%
BRIDGES INVESTMENT FUND INC 4.3%
Value ($000) $145,905 Shares 1,398,637 Est. Cost $74.82 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CLASS A 4.2%
Value ($000) $143,761 Shares 319 Est. Cost $230062.69 Unrealized +87.7%
IJH ISHARES CORE S&P MID CAP ETF 4.1%
Value ($000) $139,876 Shares 494,118 Est. Cost $173.06 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 3.4%
Value ($000) $117,325 Shares 1,024,591 Est. Cost $78.02 Unrealized
GOOGL ALPHABET INC CL A 3.4%
Value ($000) $115,415 Shares 39,839 Est. Cost $53.02 Unrealized +169.6%
AMZN AMAZON.COM INC 3.1%
Value ($000) $107,356 Shares 32,197 Est. Cost $70.97 Unrealized +141.1%
MA MASTERCARD 2.8%
Value ($000) $95,850 Shares 266,755 Est. Cost $129.00 Unrealized +161.9%
UNP UNION PACIFIC CORP COM 2.6%
Value ($000) $87,601 Shares 347,720 Est. Cost $100.92 Unrealized +113.0%
BRK/B BERKSHIRE HATHAWAY INC CLASS B 2.5%
Value ($000) $86,894 Shares 290,615 Est. Cost $171.00 Unrealized +67.5%
IWF ISHARES RUSSELL 1000 GROWTH ET 2.5%
Value ($000) $85,072 Shares 278,385 Est. Cost $95.44 Unrealized
FINN FIRST NATL NEB INC COM 2.4%
Value ($000) $80,600 Shares 5,703 Est. Cost $4474.80 Unrealized +182.7%
META META PLATFORMS INC 1.8%
Value ($000) $62,440 Shares 185,640 Est. Cost $173.61 Unrealized +89.9%
V VISA INC. CLASS A 1.7%
Value ($000) $58,456 Shares 269,743 Est. Cost $114.50 Unrealized +81.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.7%
Value ($000) $57,503 Shares 342,426 Est. Cost $102.33 Unrealized
ODFL OLD DOMINION FREIGHT LINE, INC 1.7%
Value ($000) $56,724 Shares 158,280 Est. Cost $54.97 Unrealized +200.3%
UNH UNITEDHEALTH GROUP INC COM 1.6%
Value ($000) $54,060 Shares 107,659 Est. Cost $231.32 Unrealized +82.5%
HD HOME DEPOT INC COM 1.5%
Value ($000) $52,099 Shares 125,536 Est. Cost $137.35 Unrealized +149.9%
GOOG ALPHABET INC CL C 1.5%
Value ($000) $50,911 Shares 17,594 Est. Cost $46.65 Unrealized +207.5%
BLACKROCK, INC. 1.5%
Value ($000) $50,167 Shares 54,794 Est. Cost $408.72 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 1.5%
Value ($000) $49,805 Shares 1,006,977 Est. Cost $44.10 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.4%
Value ($000) $47,636 Shares 777,348 Est. Cost $51.61 Unrealized
LOW LOWES COMPANIES COM 1.4%
Value ($000) $47,393 Shares 183,350 Est. Cost $87.37 Unrealized +151.6%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $46,601 Shares 294,284 Est. Cost $81.81 Unrealized +80.7%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $45,973 Shares 156,313 Est. Cost $17.39 Unrealized +57.9%
SVB FINANCIAL GROUP 1.3%
Value ($000) $43,753 Shares 64,509 Est. Cost $216.33 Unrealized
ADBE ADOBE INC COM 1.2%
Value ($000) $41,211 Shares 72,675 Est. Cost $280.62 Unrealized +122.7%
TMO THERMO FISHER SCIENTIFIC 1.2%
Value ($000) $40,051 Shares 60,026 Est. Cost $236.99 Unrealized +160.4%
PANW PALO ALTO NETWORKS INC COM 1.2%
Value ($000) $39,741 Shares 71,379 Est. Cost $36.68 Unrealized +135.9%
PYPL PAYPAL HOLDINGS INC 1.0%
Value ($000) $35,684 Shares 189,224 Est. Cost $84.15 Unrealized +156.5%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $31,935 Shares 66,950 Est. Cost $272.20 Unrealized
SPGI S & P GLOBAL INC 0.9%
Value ($000) $30,610 Shares 64,863 Est. Cost $203.81 Unrealized +116.8%
PGR PROGRESSIVE CORP 0.8%
Value ($000) $28,696 Shares 279,556 Est. Cost $62.90 Unrealized +36.4%
TRU TRANSUNION 0.8%
Value ($000) $27,859 Shares 234,932 Est. Cost $81.66 Unrealized +37.3%
ALC ALCON AG ORD SHS 0.8%
Value ($000) $27,357 Shares 314,011 Est. Cost $56.95 Unrealized +42.8%
IAA INC. 0.8%
Value ($000) $27,045 Shares 534,273 Est. Cost $42.51 Unrealized
SBUX STARBUCKS CORP COM 0.8%
Value ($000) $26,473 Shares 226,320 Est. Cost $58.35 Unrealized +75.2%
SHW SHERWIN WILLIAMS CO COM 0.8%
Value ($000) $25,733 Shares 73,072 Est. Cost $211.40 Unrealized +47.2%
WFC WELLS FARGO & CO DEL COM 0.7%
Value ($000) $23,942 Shares 499,006 Est. Cost $38.61 Unrealized +15.0%
ICE INTERCONTINENTAL EXCHANGE INC. 0.7%
Value ($000) $23,178 Shares 169,464 Est. Cost $86.75 Unrealized +44.5%
VEA VANGUARD FTSE DEVELOPED MARKET 0.7%
Value ($000) $22,409 Shares 438,883 Est. Cost $40.14 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $21,278 Shares 164,241 Est. Cost $76.35 Unrealized +52.8%
PEP PEPSICO INC COM 0.6%
Value ($000) $21,267 Shares 122,430 Est. Cost $74.58 Unrealized +92.3%
CRM SALESFORCE.COM INC 0.6%
Value ($000) $21,009 Shares 82,671 Est. Cost $171.19 Unrealized +62.2%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $20,584 Shares 120,320 Est. Cost $97.52 Unrealized +48.8%
TERMINIX GLOBAL HOLDINGS 0.6%
Value ($000) $19,953 Shares 441,136 Est. Cost $49.92 Unrealized
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $16,679 Shares 59,117 Est. Cost $126.14 Unrealized +105.7%
CASY CASEYS GEN STORES COM 0.5%
Value ($000) $16,280 Shares 82,497 Est. Cost $165.30 Unrealized +14.0%
ULTA ULTA SALON COSMETICS & FRAGRAN 0.5%
Value ($000) $15,926 Shares 38,625 Est. Cost $278.86 Unrealized +39.3%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $15,713 Shares 58,611 Est. Cost $115.60 Unrealized +98.6%
ADSK AUTODESK INC 0.4%
Value ($000) $15,312 Shares 54,455 Est. Cost $166.14 Unrealized +75.4%
EOG EOG RESOURCES INC. 0.4%
Value ($000) $14,549 Shares 163,780 Est. Cost $76.52 Unrealized -4.2%
ATR APTARGROUP INC 0.4%
Value ($000) $14,544 Shares 118,742 Est. Cost $129.56 Unrealized -9.2%
ABBV ABBVIE INC 0.4%
Value ($000) $14,021 Shares 103,545 Est. Cost $61.00 Unrealized +66.7%
TPL TEXAS PACIFIC LAND CORP 0.4%
Value ($000) $14,017 Shares 11,223 Est. Cost $119.58 Unrealized +10.4%
AMT AMERICAN TOWER CORP COM 0.4%
Value ($000) $13,533 Shares 46,265 Est. Cost $204.90 Unrealized +16.9%
CABO CABLE ONE INC 0.4%
Value ($000) $12,563 Shares 7,124 Est. Cost $1699.61 Unrealized -2.7%
CVX CHEVRON CORP COM 0.4%
Value ($000) $12,509 Shares 106,591 Est. Cost $80.95 Unrealized +18.7%
TGT TARGET CORP COM 0.3%
Value ($000) $11,805 Shares 51,005 Est. Cost $52.75 Unrealized +306.1%
IWS ISHARES RUSSELL MID CAP VALUE 0.3%
Value ($000) $11,334 Shares 92,615 Est. Cost $81.77 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $10,334 Shares 73,424 Est. Cost $47.03 Unrealized +152.4%
BWXT BWX TECHNOLOGIES INC 0.3%
Value ($000) $9,542 Shares 199,296 Est. Cost $55.56 Unrealized -10.3%
ACN ACCENTURE PLC F CLASS A 0.3%
Value ($000) $9,116 Shares 21,989 Est. Cost $150.32 Unrealized +128.4%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $8,964 Shares 15,788 Est. Cost $199.17 Unrealized +145.1%
QDF FLEXSHARES QUALITY DIVIDEND IN 0.2%
Value ($000) $8,486 Shares 138,342 Est. Cost $42.18 Unrealized
CHE CHEMED CORP COM 0.2%
Value ($000) $8,057 Shares 15,230 Est. Cost $466.22 Unrealized +1.5%
EEM ISHARES MSCI EMERGING MKTS ETF 0.2%
Value ($000) $7,902 Shares 161,772 Est. Cost $44.56 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $7,337 Shares 14,917 Est. Cost $212.23 Unrealized +118.6%
PM PHILIP MORRIS INTERNATIONAL IN 0.2%
Value ($000) $7,169 Shares 75,470 Est. Cost $59.21 Unrealized +28.9%
AMGN AMGEN INC COM 0.2%
Value ($000) $7,163 Shares 31,837 Est. Cost $128.64 Unrealized +43.9%
QUAL ISHARES EDGE MSCI USA QUALITY 0.2%
Value ($000) $6,969 Shares 47,880 Est. Cost $95.94 Unrealized
DIS DISNEY (WALT) 0.2%
Value ($000) $6,966 Shares 44,975 Est. Cost $93.16 Unrealized +69.4%
HON HONEYWELL INTERNATIONAL INC CO 0.2%
Value ($000) $6,592 Shares 31,613 Est. Cost $104.95 Unrealized +76.3%
USB U.S. BANCORP COM (NEW) 0.2%
Value ($000) $6,479 Shares 115,346 Est. Cost $34.52 Unrealized +41.5%
NKE NIKE INC CL B 0.2%
Value ($000) $6,020 Shares 36,123 Est. Cost $55.60 Unrealized +178.0%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $5,969 Shares 31,672 Est. Cost $93.35 Unrealized +82.3%
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $5,695 Shares 34,816 Est. Cost $64.35 Unrealized +108.5%
CMCSA COMCAST CORP CL A 0.2%
Value ($000) $5,577 Shares 110,824 Est. Cost $30.44 Unrealized +51.5%
BA BOEING CO COM 0.1%
Value ($000) $5,058 Shares 25,121 Est. Cost $270.79 Unrealized -22.0%
IBM INTERNATIONAL BUS MACH COM 0.1%
Value ($000) $5,044 Shares 37,736 Est. Cost $105.63 Unrealized +0.8%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $4,911 Shares 80,261 Est. Cost $56.27 Unrealized -4.2%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $4,894 Shares 58,962 Est. Cost $71.97 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $4,883 Shares 77,068 Est. Cost $27.81 Unrealized +81.5%
ING ING GROEP NV ADR 0.1%
Value ($000) $4,818 Shares 346,085 Est. Cost $16.98 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $4,762 Shares 26,040 Est. Cost $57.57 Unrealized +153.7%
FISV FISERV INC WISCONSIN COM 0.1%
Value ($000) $4,677 Shares 45,056 Est. Cost $74.60 Unrealized +38.6%
MRK MERCK & CO INC COM 0.1%
Value ($000) $4,597 Shares 59,995 Est. Cost $50.84 Unrealized +37.5%
WMT WALMART INC 0.1%
Value ($000) $4,523 Shares 31,260 Est. Cost $23.32 Unrealized +93.8%
ADP AUTOMATIC DATA PROCESSING COM 0.1%
Value ($000) $4,462 Shares 18,100 Est. Cost $115.73 Unrealized +79.1%
ECL ECOLAB INC 0.1%
Value ($000) $4,217 Shares 17,974 Est. Cost $98.04 Unrealized +119.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $4,185 Shares 88,323 Est. Cost $27.65 Unrealized +18.6%
LINDE PLC 0.1%
Value ($000) $4,029 Shares 11,628 Est. Cost $174.55 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $3,988 Shares 23,075 Est. Cost $69.89 Unrealized +122.4%
TSLA TESLA INC 0.1%
Value ($000) $3,881 Shares 3,672 Est. Cost $133.17 Unrealized +151.8%
AVGO BROADCOM INC 0.1%
Value ($000) $3,878 Shares 5,829 Est. Cost $28.89 Unrealized +79.3%
DE DEERE & CO COM 0.1%
Value ($000) $3,796 Shares 11,073 Est. Cost $167.50 Unrealized +96.2%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $3,702 Shares 22,289 Est. Cost $117.10 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $3,597 Shares 60,900 Est. Cost $22.24 Unrealized +80.9%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $3,523 Shares 9,913 Est. Cost $273.75 Unrealized +12.9%
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $3,445 Shares 66,289 Est. Cost $33.00 Unrealized +22.4%
ZFSVF ZURICH INSURANCE GROUP AG 0.1%
Value ($000) $3,374 Shares 7,510 Est. Cost $359.22 Unrealized +19.7%
VB VANGUARD SMALL CAP INDEX FUND 0.1%
Value ($000) $3,215 Shares 14,226 Est. Cost $136.93 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $2,979 Shares 10,788 Est. Cost $76.93 Unrealized +217.0%
SYK STRYKER CORP COM 0.1%
Value ($000) $2,974 Shares 11,119 Est. Cost $177.21 Unrealized +41.7%
IEMG ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $2,864 Shares 47,845 Est. Cost $47.61 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,855 Shares 30,573 Est. Cost $57.79 Unrealized +33.8%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $2,803 Shares 13,082 Est. Cost $87.89 Unrealized +91.8%
MCO MOODY'S CORP 0.1%
Value ($000) $2,749 Shares 7,038 Est. Cost $229.08 Unrealized +62.5%
VO VANGUARD MID-CAP INDEX FUND -E 0.1%
Value ($000) $2,748 Shares 10,785 Est. Cost $133.15 Unrealized
IBKR INTERACTIVE BROKERS GROUPS, IN 0.1%
Value ($000) $2,684 Shares 33,800 Est. Cost $10.11 Unrealized +79.8%
TLTD FLEXSHARES MSTAR DEVELOPED MAR 0.1%
Value ($000) $2,563 Shares 35,612 Est. Cost $57.03 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,550 Shares 5,841 Est. Cost $251.84 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.1%
Value ($000) $2,543 Shares 8,431 Est. Cost $119.65 Unrealized +132.6%
IJS ISHARES S&P SMALL CAP 600 VALU 0.1%
Value ($000) $2,510 Shares 24,015 Est. Cost $109.63 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,495 Shares 28,998 Est. Cost $55.17 Unrealized +43.8%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2,387 Shares 995 Est. Cost $1877.65 Unrealized +24.2%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $2,277 Shares 66,686 Est. Cost $24.69 Unrealized +9.2%
CTAS CINTAS CORP COM 0.1%
Value ($000) $2,256 Shares 5,092 Est. Cost $68.76 Unrealized +50.9%
TJX TJX COMPANIES INC 0.1%
Value ($000) $2,193 Shares 28,888 Est. Cost $46.29 Unrealized +41.0%
COF CAPITAL ONE FINANCIAL COM 0.1%
Value ($000) $2,099 Shares 14,470 Est. Cost $73.17 Unrealized +96.0%
TILT FLEXSHARES MORNINGSTAR US MARK 0.1%
Value ($000) $2,079 Shares 11,396 Est. Cost $107.93 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $1,930 Shares 22,951 Est. Cost $39.46 Unrealized +93.9%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,900 Shares 7,557 Est. Cost $195.08 Unrealized +14.6%
KLAC KLA CORP COM 0.1%
Value ($000) $1,891 Shares 4,397 Est. Cost $211.56 Unrealized +74.7%
KO COCA COLA CO COM 0.1%
Value ($000) $1,871 Shares 31,605 Est. Cost $33.47 Unrealized +46.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,867 Shares 21,414 Est. Cost $48.77 Unrealized +82.3%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $1,677 Shares 76,377 Est. Cost $28.43 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CL 0.0%
Value ($000) $1,630 Shares 24,585 Est. Cost $36.88 Unrealized +50.0%
CATALENT INC 0.0%
Value ($000) $1,600 Shares 12,493 Est. Cost $105.37 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1,573 Shares 16,925 Est. Cost $52.71 Unrealized +64.1%
MMM 3M CO COM 0.0%
Value ($000) $1,501 Shares 8,450 Est. Cost $111.76 Unrealized +13.9%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1,498 Shares 12,913 Est. Cost $89.95 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $1,495 Shares 17,861 Est. Cost $91.86 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1,485 Shares 17,387 Est. Cost $56.08 Unrealized +26.5%
TLTE FLEXSHARES MORNINGSTAR EMERGIN 0.0%
Value ($000) $1,479 Shares 25,026 Est. Cost $49.45 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $1,473 Shares 22,134 Est. Cost $78.11 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $1,433 Shares 13,857 Est. Cost $84.88 Unrealized +20.2%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $1,389 Shares 33,750 Est. Cost $43.83 Unrealized -0.9%
INTU INTUIT INC 0.0%
Value ($000) $1,379 Shares 2,146 Est. Cost $340.90 Unrealized +76.4%
INTC INTEL CORP 0.0%
Value ($000) $1,222 Shares 23,732 Est. Cost $35.66 Unrealized +32.6%
STT STATE STREET CORP COM 0.0%
Value ($000) $1,210 Shares 13,010 Est. Cost $57.59 Unrealized +42.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1,193 Shares 5,596 Est. Cost $186.13 Unrealized +9.3%
T AT&T INC COM 0.0%
Value ($000) $1,182 Shares 48,047 Est. Cost $14.75 Unrealized -0.6%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $1,146 Shares 18,077 Est. Cost $67.77 Unrealized -20.7%
BMY BRISTOL MYERS SQUIBB COM 0.0%
Value ($000) $1,114 Shares 17,864 Est. Cost $39.95 Unrealized +23.2%
FIRST TRUST MLP & ENERGY INCOM 0.0%
Value ($000) $1,059 Shares 146,000 Est. Cost $7.25 Unrealized
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $1,046 Shares 6,673 Est. Cost $115.70 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $1,033 Shares 19,043 Est. Cost $17.13 Unrealized +197.4%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $973 Shares 14,440 Est. Cost $51.45 Unrealized +7.4%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $966 Shares 10,226 Est. Cost $62.95 Unrealized -2.2%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $963 Shares 5,920 Est. Cost $110.59 Unrealized
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $917 Shares 7,200 Est. Cost $89.38 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $915 Shares 4,650 Est. Cost $60.39 Unrealized +179.2%
MKC MCCORMICK & COMPANY, INC. 0.0%
Value ($000) $912 Shares 9,440 Est. Cost $65.36 Unrealized +18.9%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $908 Shares 15,300 Est. Cost $11.21 Unrealized +127.5%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $904 Shares 11,440 Est. Cost $86.44 Unrealized -2.9%
TE CONNECTIVITY LTD 0.0%
Value ($000) $839 Shares 5,200 Est. Cost $86.09 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $837 Shares 4,050 Est. Cost $102.99 Unrealized +81.3%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $825 Shares 5,773 Est. Cost $89.24 Unrealized +29.2%
PAA PLAINS ALL AMERICAN PIPELINE L 0.0%
Value ($000) $802 Shares 85,811 Est. Cost $9.35 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $798 Shares 9,164 Est. Cost $47.48 Unrealized +65.2%
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $780 Shares 9,150 Est. Cost $101.66 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $766 Shares 4,900 Est. Cost $115.59 Unrealized +24.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $763 Shares 14,642 Est. Cost $52.11 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $716 Shares 3,705 Est. Cost $109.24 Unrealized +49.7%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $710 Shares 86,220 Est. Cost $8.23 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $696 Shares 1,500 Est. Cost $214.53 Unrealized +85.1%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $662 Shares 2,641 Est. Cost $142.36 Unrealized +72.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $650 Shares 6,700 Est. Cost $43.50 Unrealized +82.6%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $639 Shares 1,678 Est. Cost $373.21 Unrealized +1.5%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $636 Shares 3,706 Est. Cost $119.35 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $635 Shares 15,534 Est. Cost $45.73 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $624 Shares 10,193 Est. Cost $79.94 Unrealized
IJJ ISHARES S&P MID CAP VALUE ETF 0.0%
Value ($000) $608 Shares 5,494 Est. Cost $107.86 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $599 Shares 3,433 Est. Cost $114.75 Unrealized +26.9%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $574 Shares 7,052 Est. Cost $27.45 Unrealized +153.7%
BP BP PLC SPONS ADR 0.0%
Value ($000) $566 Shares 21,293 Est. Cost $36.81 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $541 Shares 3,960 Est. Cost $52.87 Unrealized +107.8%
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $540 Shares 6,300 Est. Cost $52.21 Unrealized +41.3%
DOX AMDOCS LTD 0.0%
Value ($000) $527 Shares 7,043 Est. Cost $56.92 Unrealized +20.6%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $500 Shares 6,367 Est. Cost $52.21 Unrealized +19.0%
EL ESTEE LAUDER COMPANY COM 0.0%
Value ($000) $489 Shares 1,322 Est. Cost $294.57 Unrealized +7.9%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $457 Shares 2,766 Est. Cost $115.64 Unrealized +31.2%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $454 Shares 5,191 Est. Cost $33.65 Unrealized +15.7%
QLV FLEXSHARES US QUALITY LOW VOLA 0.0%
Value ($000) $422 Shares 7,420 Est. Cost $56.87 Unrealized
CANADIAN PAC RY LTD COM 0.0%
Value ($000) $421 Shares 5,852 Est. Cost $71.94 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $420 Shares 3,026 Est. Cost $155.33 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $419 Shares 200 Est. Cost $1077.64 Unrealized +72.8%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $414 Shares 1,360 Est. Cost $139.76 Unrealized +88.6%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $412 Shares 5,625 Est. Cost $54.62 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $401 Shares 5,850 Est. Cost $32.35 Unrealized +69.2%
SPY SPDR S&P 500 SER 1 ETF TR 0.0%
Value ($000) $391 Shares 823 Est. Cost $277.07 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $385 Shares 4,413 Est. Cost $66.19 Unrealized +8.9%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $378 Shares 2,270 Est. Cost $78.34 Unrealized +92.3%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $378 Shares 12,500 Est. Cost $15.54 Unrealized +55.1%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $362 Shares 3,500 Est. Cost $44.03 Unrealized +96.2%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $336 Shares 3,195 Est. Cost $62.81 Unrealized +37.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $321 Shares 3,966 Est. Cost $27.25 Unrealized +7.2%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $306 Shares 1,525 Est. Cost $107.67 Unrealized +61.9%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $300 Shares 4,875 Est. Cost $24.81 Unrealized +101.7%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $293 Shares 1,105 Est. Cost $265.16 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $288 Shares 6,636 Est. Cost $35.11 Unrealized
VTV VANGUARD VALUE INDEX FUND - ET 0.0%
Value ($000) $283 Shares 1,926 Est. Cost $120.26 Unrealized
AEROJET ROCKETDYNE HLDGS INC C 0.0%
Value ($000) $281 Shares 6,000 Est. Cost $31.36 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $276 Shares 3,095 Est. Cost $55.99 Unrealized +29.4%
DOW DOW INC 0.0%
Value ($000) $274 Shares 4,846 Est. Cost $36.37 Unrealized +23.9%
DHR DANAHER CORP DEL 0.0%
Value ($000) $271 Shares 824 Est. Cost $217.14 Unrealized +24.4%
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $271 Shares 1,600 Est. Cost $57.50 Unrealized +172.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $269 Shares 695 Est. Cost $282.57 Unrealized +23.2%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $257 Shares 802 Est. Cost $290.28 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $256 Shares 2,144 Est. Cost $99.35 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $231 Shares 4,975 Est. Cost $56.93 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $229 Shares 1,100 Est. Cost $164.34 Unrealized +12.7%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $225 Shares 1,375 Est. Cost $86.22 Unrealized +87.7%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $219 Shares 984 Est. Cost $155.33 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 0.0%
Value ($000) $217 Shares 7,500 Est. Cost $26.96 Unrealized
BMO BANK OF MONTREAL 0.0%
Value ($000) $215 Shares 2,000 Est. Cost $90.58 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $214 Shares 5,700 Est. Cost $33.29 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS COM 0.0%
Value ($000) $212 Shares 1,218 Est. Cost $97.66 Unrealized +60.0%
CRLBF CRESCO LABORATORIES INC 0.0%
Value ($000) $103 Shares 15,443 Est. Cost $11.85 Unrealized -32.6%
ANZFF AIR NEW ZEALAND LIMITED 0.0%
Value ($000) $27 Shares 26,315 Est. Cost $0.68 Unrealized +34.4%
USGA U.S. GLOBAL NANOSPACE INC 0.0%
Value ($000) $0 Shares 107,000 Est. Cost $0.00 Unrealized -85.9%
CGTV MEDIA GROUP, INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized