BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 8, 2022

Total Value ($000): $3,235,950 (100.0% shares, 0.0% debt)

Holdings (220)

AAPL APPLE INC 6.5%
Value ($000) $211,293 Shares 1,210,082 Est. Cost $86.80 Unrealized +89.9%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 5.0%
Value ($000) $161,850 Shares 306 Est. Cost $230062.69 Unrealized +111.0%
MSFT MICROSOFT CORP COM 4.4%
Value ($000) $142,256 Shares 461,405 Est. Cost $99.87 Unrealized +191.8%
IJH ISHARES CORE S&P MID CAP ETF 4.2%
Value ($000) $135,614 Shares 505,378 Est. Cost $175.19 Unrealized
BRIDGES INVESTMENT FUND INC 4.1%
Value ($000) $131,641 Shares 1,372,831 Est. Cost $74.82 Unrealized
GOOGL ALPHABET INC CL A 3.5%
Value ($000) $111,866 Shares 40,220 Est. Cost $53.02 Unrealized +154.3%
IJR ISHARES CORE S&P SMALL CAP ETF 3.5%
Value ($000) $111,734 Shares 1,035,725 Est. Cost $78.34 Unrealized
AMZN AMAZON.COM INC 3.3%
Value ($000) $105,799 Shares 32,454 Est. Cost $70.97 Unrealized +117.7%
BRK/B BERKSHIRE HATHAWAY INC CLASS B 3.1%
Value ($000) $100,764 Shares 285,525 Est. Cost $171.00 Unrealized +89.2%
MA MASTERCARD 2.9%
Value ($000) $94,381 Shares 264,092 Est. Cost $129.00 Unrealized +172.6%
UNP UNION PACIFIC CORP COM 2.9%
Value ($000) $93,062 Shares 340,623 Est. Cost $100.92 Unrealized +128.5%
FINN FIRST NATL NEB INC COM 2.4%
Value ($000) $78,945 Shares 5,698 Est. Cost $4474.80 Unrealized +188.3%
IWF ISHARES RUSSELL 1000 GROWTH ET 2.0%
Value ($000) $64,521 Shares 232,400 Est. Cost $95.44 Unrealized
V VISA INC. CLASS A 1.8%
Value ($000) $59,043 Shares 266,238 Est. Cost $114.50 Unrealized +83.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.8%
Value ($000) $56,857 Shares 342,551 Est. Cost $102.33 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.7%
Value ($000) $55,175 Shares 108,193 Est. Cost $231.32 Unrealized +95.0%
GOOG ALPHABET INC CL C 1.5%
Value ($000) $49,185 Shares 17,610 Est. Cost $46.65 Unrealized +189.3%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.5%
Value ($000) $47,608 Shares 826,664 Est. Cost $51.97 Unrealized
ODFL OLD DOMINION FREIGHT LINE, INC 1.4%
Value ($000) $46,489 Shares 155,649 Est. Cost $54.97 Unrealized +177.5%
VWO VANGUARD FTSE EMERGING MARKETS 1.4%
Value ($000) $46,310 Shares 1,003,905 Est. Cost $44.10 Unrealized
PANW PALO ALTO NETWORKS INC COM 1.4%
Value ($000) $44,711 Shares 71,823 Est. Cost $36.68 Unrealized +144.0%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $42,588 Shares 156,081 Est. Cost $17.39 Unrealized +44.0%
META META PLATFORMS INC 1.3%
Value ($000) $42,003 Shares 188,895 Est. Cost $174.89 Unrealized +41.9%
BLACKROCK, INC. 1.3%
Value ($000) $41,756 Shares 54,641 Est. Cost $408.72 Unrealized
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $40,059 Shares 293,863 Est. Cost $81.81 Unrealized +63.4%
SVB FINANCIAL GROUP 1.2%
Value ($000) $39,553 Shares 70,702 Est. Cost $246.39 Unrealized
HD HOME DEPOT INC COM 1.2%
Value ($000) $37,464 Shares 125,159 Est. Cost $137.35 Unrealized +128.6%
LOW LOWES COMPANIES COM 1.1%
Value ($000) $36,599 Shares 181,010 Est. Cost $87.37 Unrealized +144.2%
TMO THERMO FISHER SCIENTIFIC 1.1%
Value ($000) $35,668 Shares 60,387 Est. Cost $236.99 Unrealized +139.7%
ADBE ADOBE INC COM 1.1%
Value ($000) $34,915 Shares 76,633 Est. Cost $290.98 Unrealized +65.3%
PGR PROGRESSIVE CORP 1.0%
Value ($000) $32,164 Shares 282,166 Est. Cost $62.90 Unrealized +56.6%
SPGI S & P GLOBAL INC 0.9%
Value ($000) $28,885 Shares 70,423 Est. Cost $218.84 Unrealized +80.1%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $28,815 Shares 63,512 Est. Cost $272.20 Unrealized
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $25,897 Shares 223,931 Est. Cost $91.69 Unrealized +44.8%
ALC ALCON AG ORD SHS 0.8%
Value ($000) $25,101 Shares 316,419 Est. Cost $56.95 Unrealized +34.0%
TRU TRANSUNION 0.8%
Value ($000) $24,918 Shares 241,127 Est. Cost $82.11 Unrealized +20.9%
WFC WELLS FARGO & CO DEL COM 0.8%
Value ($000) $24,488 Shares 505,306 Est. Cost $38.73 Unrealized +25.2%
IAA INC. 0.7%
Value ($000) $22,603 Shares 590,933 Est. Cost $42.10 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC. 0.7%
Value ($000) $22,483 Shares 170,169 Est. Cost $86.75 Unrealized +41.3%
VEA VANGUARD FTSE DEVELOPED MARKET 0.7%
Value ($000) $21,194 Shares 441,285 Est. Cost $40.14 Unrealized
PEP PEPSICO INC COM 0.6%
Value ($000) $20,321 Shares 121,408 Est. Cost $74.58 Unrealized +99.0%
TERMINIX GLOBAL HOLDINGS 0.6%
Value ($000) $20,092 Shares 440,335 Est. Cost $49.92 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $19,705 Shares 167,393 Est. Cost $77.02 Unrealized +45.7%
EOG EOG RESOURCES INC. 0.6%
Value ($000) $19,434 Shares 162,993 Est. Cost $76.52 Unrealized +22.2%
TPL TEXAS PACIFIC LAND CORP 0.6%
Value ($000) $19,015 Shares 14,063 Est. Cost $120.70 Unrealized +3.7%
SHW SHERWIN WILLIAMS CO COM 0.6%
Value ($000) $18,392 Shares 73,679 Est. Cost $211.40 Unrealized +26.1%
CRM SALESFORCE.COM INC 0.6%
Value ($000) $18,018 Shares 84,867 Est. Cost $172.26 Unrealized +23.4%
CVX CHEVRON CORP COM 0.5%
Value ($000) $17,018 Shares 104,514 Est. Cost $80.95 Unrealized +51.6%
CASY CASEYS GEN STORES COM 0.5%
Value ($000) $16,937 Shares 85,469 Est. Cost $165.94 Unrealized +10.8%
ABBV ABBVIE INC 0.5%
Value ($000) $16,793 Shares 103,596 Est. Cost $61.00 Unrealized +107.2%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $16,459 Shares 92,870 Est. Cost $97.52 Unrealized +55.7%
ULTA ULTA SALON COSMETICS & FRAGRAN 0.5%
Value ($000) $15,479 Shares 38,871 Est. Cost $278.86 Unrealized +35.0%
ATR APTARGROUP INC 0.5%
Value ($000) $14,912 Shares 126,915 Est. Cost $128.39 Unrealized -13.2%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $14,356 Shares 58,055 Est. Cost $115.60 Unrealized +97.0%
IQV IQVIA HOLDINGS INC 0.4%
Value ($000) $13,999 Shares 60,549 Est. Cost $128.76 Unrealized +83.9%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $12,902 Shares 141,831 Est. Cost $58.35 Unrealized +47.3%
AMT AMERICAN TOWER CORP COM 0.4%
Value ($000) $12,546 Shares 49,940 Est. Cost $205.64 Unrealized +4.5%
CABO CABLE ONE INC 0.4%
Value ($000) $12,363 Shares 8,443 Est. Cost $1656.28 Unrealized -14.1%
BWXT BWX TECHNOLOGIES INC 0.4%
Value ($000) $11,970 Shares 222,229 Est. Cost $54.68 Unrealized -14.0%
ADSK AUTODESK INC 0.4%
Value ($000) $11,845 Shares 55,261 Est. Cost $167.07 Unrealized +37.9%
IWS ISHARES RUSSELL MID CAP VALUE 0.3%
Value ($000) $11,080 Shares 92,615 Est. Cost $81.77 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $11,022 Shares 51,937 Est. Cost $55.23 Unrealized +246.4%
CHE CHEMED CORP COM 0.3%
Value ($000) $10,783 Shares 21,287 Est. Cost $468.20 Unrealized +1.1%
ABT ABBOTT LABS COM 0.3%
Value ($000) $9,372 Shares 79,184 Est. Cost $52.00 Unrealized +121.9%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $9,121 Shares 15,841 Est. Cost $199.17 Unrealized +151.5%
QDF FLEXSHARES QUALITY DIVIDEND IN 0.3%
Value ($000) $8,194 Shares 138,218 Est. Cost $42.18 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $7,664 Shares 31,692 Est. Cost $128.64 Unrealized +58.0%
ACN ACCENTURE PLC F CLASS A 0.2%
Value ($000) $7,486 Shares 22,199 Est. Cost $150.32 Unrealized +111.9%
EEM ISHARES MSCI EMERGING MKTS ETF 0.2%
Value ($000) $7,371 Shares 163,272 Est. Cost $44.56 Unrealized
PM PHILIP MORRIS INTERNATIONAL IN 0.2%
Value ($000) $6,903 Shares 73,484 Est. Cost $59.21 Unrealized +39.8%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $6,525 Shares 79,014 Est. Cost $56.27 Unrealized +20.7%
QUAL ISHARES EDGE MSCI USA QUALITY 0.2%
Value ($000) $6,446 Shares 47,880 Est. Cost $95.94 Unrealized
HON HONEYWELL INTERNATIONAL INC CO 0.2%
Value ($000) $6,079 Shares 31,242 Est. Cost $104.95 Unrealized +62.3%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $5,992 Shares 32,660 Est. Cost $95.28 Unrealized +65.1%
USB U.S. BANCORP COM (NEW) 0.2%
Value ($000) $5,613 Shares 105,598 Est. Cost $34.52 Unrealized +38.6%
CMCSA COMCAST CORP CL A 0.2%
Value ($000) $5,503 Shares 117,534 Est. Cost $31.15 Unrealized +37.5%
NOW SERVICENOW INC COM 0.2%
Value ($000) $5,470 Shares 9,821 Est. Cost $112.05 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $5,366 Shares 35,120 Est. Cost $64.35 Unrealized +120.9%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $5,064 Shares 10,724 Est. Cost $212.23 Unrealized +106.9%
NKE NIKE INC CL B 0.2%
Value ($000) $4,888 Shares 36,327 Est. Cost $55.60 Unrealized +137.3%
BA BOEING CO COM 0.1%
Value ($000) $4,773 Shares 24,921 Est. Cost $270.79 Unrealized -25.9%
MRK MERCK & CO INC COM 0.1%
Value ($000) $4,705 Shares 57,337 Est. Cost $50.84 Unrealized +37.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $4,543 Shares 86,953 Est. Cost $27.65 Unrealized +34.3%
WMT WALMART INC 0.1%
Value ($000) $4,525 Shares 30,384 Est. Cost $23.32 Unrealized +91.2%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $4,449 Shares 57,004 Est. Cost $71.97 Unrealized
GNRC GENERAC HOLDINGS INC 0.1%
Value ($000) $4,361 Shares 14,670 Est. Cost $299.98 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $4,349 Shares 9,853 Est. Cost $273.75 Unrealized +33.4%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $4,248 Shares 76,195 Est. Cost $27.81 Unrealized +80.8%
DIS DISNEY (WALT) 0.1%
Value ($000) $4,224 Shares 30,801 Est. Cost $93.16 Unrealized +51.6%
ADP AUTOMATIC DATA PROCESSING COM 0.1%
Value ($000) $4,090 Shares 17,977 Est. Cost $115.73 Unrealized +70.2%
TSLA TESLA INC 0.1%
Value ($000) $3,956 Shares 3,672 Est. Cost $133.17 Unrealized +133.9%
AVGO BROADCOM INC 0.1%
Value ($000) $3,786 Shares 6,012 Est. Cost $29.69 Unrealized +85.5%
ZFSVF ZURICH INSURANCE GROUP AG 0.1%
Value ($000) $3,728 Shares 7,510 Est. Cost $359.22 Unrealized +30.1%
ING ING GROEP NV ADR 0.1%
Value ($000) $3,610 Shares 346,085 Est. Cost $16.98 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $3,598 Shares 22,289 Est. Cost $117.10 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $3,503 Shares 23,075 Est. Cost $69.89 Unrealized +110.8%
LINDE PLC 0.1%
Value ($000) $3,400 Shares 10,645 Est. Cost $174.55 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $3,317 Shares 21,705 Est. Cost $57.57 Unrealized +166.8%
FISV FISERV INC WISCONSIN COM 0.1%
Value ($000) $3,311 Shares 32,650 Est. Cost $74.60 Unrealized +35.7%
DE DEERE & CO COM 0.1%
Value ($000) $3,295 Shares 7,930 Est. Cost $167.50 Unrealized +116.7%
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $3,270 Shares 64,191 Est. Cost $33.00 Unrealized +25.8%
FIRST TRUST MLP & ENERGY INCOM 0.1%
Value ($000) $3,119 Shares 377,600 Est. Cost $7.87 Unrealized
IBM INTERNATIONAL BUS MACH COM 0.1%
Value ($000) $3,106 Shares 23,892 Est. Cost $105.63 Unrealized +6.1%
SYK STRYKER CORP COM 0.1%
Value ($000) $3,067 Shares 11,471 Est. Cost $179.39 Unrealized +38.4%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $3,054 Shares 10,663 Est. Cost $76.93 Unrealized +223.0%
VB VANGUARD SMALL CAP INDEX FUND 0.1%
Value ($000) $3,023 Shares 14,226 Est. Cost $136.93 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $3,019 Shares 58,301 Est. Cost $22.24 Unrealized +91.0%
ECL ECOLAB INC 0.1%
Value ($000) $2,948 Shares 16,696 Est. Cost $98.04 Unrealized +83.1%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $2,887 Shares 13,464 Est. Cost $90.42 Unrealized +95.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,828 Shares 28,547 Est. Cost $55.17 Unrealized +57.3%
IEMG ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $2,658 Shares 47,845 Est. Cost $47.61 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,543 Shares 30,023 Est. Cost $57.79 Unrealized +24.7%
VO VANGUARD MID-CAP INDEX FUND -E 0.1%
Value ($000) $2,534 Shares 10,655 Est. Cost $133.15 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,431 Shares 5,856 Est. Cost $251.84 Unrealized
TLTD FLEXSHARES MSTAR DEVELOPED MAR 0.1%
Value ($000) $2,423 Shares 35,612 Est. Cost $57.03 Unrealized
IJS ISHARES S&P SMALL CAP 600 VALU 0.1%
Value ($000) $2,310 Shares 22,566 Est. Cost $109.63 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $2,283 Shares 5,367 Est. Cost $70.05 Unrealized +34.0%
IBKR INTERACTIVE BROKERS GROUPS, IN 0.1%
Value ($000) $2,228 Shares 33,800 Est. Cost $10.11 Unrealized +66.6%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $2,205 Shares 65,686 Est. Cost $24.69 Unrealized +14.7%
AMP AMERIPRISE FINANCIAL INC COM 0.1%
Value ($000) $2,070 Shares 6,893 Est. Cost $119.65 Unrealized +138.7%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,997 Shares 7,507 Est. Cost $195.08 Unrealized +23.6%
TILT FLEXSHARES MORNINGSTAR US MARK 0.1%
Value ($000) $1,985 Shares 11,396 Est. Cost $107.93 Unrealized
KLAC KLA CORP COM 0.1%
Value ($000) $1,949 Shares 5,322 Est. Cost $237.18 Unrealized +51.4%
TJX TJX COMPANIES INC 0.1%
Value ($000) $1,945 Shares 32,107 Est. Cost $47.98 Unrealized +31.8%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $1,918 Shares 22,743 Est. Cost $39.46 Unrealized +111.3%
COF CAPITAL ONE FINANCIAL COM 0.1%
Value ($000) $1,891 Shares 14,395 Est. Cost $73.17 Unrealized +85.7%
KO COCA COLA CO COM 0.1%
Value ($000) $1,869 Shares 30,147 Est. Cost $33.47 Unrealized +61.5%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1,756 Shares 21,922 Est. Cost $78.11 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,730 Shares 67,025 Est. Cost $28.43 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,698 Shares 20,524 Est. Cost $48.77 Unrealized +57.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,645 Shares 14,829 Est. Cost $85.46 Unrealized +9.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,630 Shares 16,625 Est. Cost $52.71 Unrealized +65.9%
MDLZ MONDELEZ INTERNATIONAL INC CL 0.0%
Value ($000) $1,530 Shares 24,360 Est. Cost $36.88 Unrealized +59.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1,502 Shares 6,045 Est. Cost $188.25 Unrealized +14.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,447 Shares 616 Est. Cost $1877.65 Unrealized +22.4%
TLTE FLEXSHARES MORNINGSTAR EMERGIN 0.0%
Value ($000) $1,407 Shares 25,226 Est. Cost $49.45 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1,399 Shares 12,913 Est. Cost $89.95 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $1,383 Shares 2,876 Est. Cost $381.16 Unrealized +31.0%
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $1,312 Shares 17,174 Est. Cost $91.86 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1,258 Shares 16,587 Est. Cost $56.08 Unrealized +29.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1,230 Shares 8,137 Est. Cost $89.81 Unrealized +43.7%
BMY BRISTOL MYERS SQUIBB COM 0.0%
Value ($000) $1,202 Shares 16,464 Est. Cost $39.95 Unrealized +42.3%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $1,175 Shares 33,750 Est. Cost $43.83 Unrealized -12.6%
T AT&T INC COM 0.0%
Value ($000) $1,119 Shares 47,347 Est. Cost $14.75 Unrealized +1.1%
STT STATE STREET CORP COM 0.0%
Value ($000) $1,100 Shares 12,620 Est. Cost $57.59 Unrealized +40.6%
MMM 3M CO COM 0.0%
Value ($000) $1,098 Shares 7,376 Est. Cost $111.76 Unrealized +2.5%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $1,056 Shares 17,627 Est. Cost $67.77 Unrealized -14.2%
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $1,039 Shares 6,673 Est. Cost $115.70 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1,009 Shares 20,367 Est. Cost $35.66 Unrealized +29.5%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $978 Shares 14,440 Est. Cost $51.45 Unrealized +14.2%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $954 Shares 85,260 Est. Cost $8.23 Unrealized
MKC MCCORMICK & COMPANY, INC. 0.0%
Value ($000) $942 Shares 9,440 Est. Cost $65.36 Unrealized +37.0%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $934 Shares 5,920 Est. Cost $110.59 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $932 Shares 10,176 Est. Cost $62.95 Unrealized -7.0%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $902 Shares 4,050 Est. Cost $102.99 Unrealized +89.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $895 Shares 4,900 Est. Cost $115.59 Unrealized +37.4%
MCO MOODY'S CORP 0.0%
Value ($000) $878 Shares 2,600 Est. Cost $229.08 Unrealized +42.0%
PAA PLAINS ALL AMERICAN PIPELINE L 0.0%
Value ($000) $875 Shares 81,361 Est. Cost $9.35 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $874 Shares 19,043 Est. Cost $17.13 Unrealized +160.3%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $829 Shares 15,300 Est. Cost $11.21 Unrealized +138.9%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $762 Shares 11,440 Est. Cost $86.44 Unrealized -23.2%
HSY HERSHEY COMPANY 0.0%
Value ($000) $736 Shares 3,399 Est. Cost $109.24 Unrealized +68.8%
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $720 Shares 14,400 Est. Cost $69.69 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $705 Shares 9,164 Est. Cost $47.48 Unrealized +58.2%
ELV ANTHEM INC COM 0.0%
Value ($000) $700 Shares 1,425 Est. Cost $214.53 Unrealized +101.7%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $673 Shares 14,648 Est. Cost $69.60 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $668 Shares 5,100 Est. Cost $86.09 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $656 Shares 14,642 Est. Cost $52.11 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $654 Shares 22,507 Est. Cost $40.56 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $630 Shares 2,641 Est. Cost $142.36 Unrealized +59.7%
BP BP PLC SPONS ADR 0.0%
Value ($000) $627 Shares 21,293 Est. Cost $36.81 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $599 Shares 6,000 Est. Cost $43.50 Unrealized +90.0%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $595 Shares 4,831 Est. Cost $89.24 Unrealized +27.8%
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $589 Shares 6,300 Est. Cost $52.21 Unrealized +72.8%
DOX AMDOCS LTD 0.0%
Value ($000) $579 Shares 7,043 Est. Cost $56.92 Unrealized +26.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $541 Shares 3,960 Est. Cost $52.87 Unrealized +107.6%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $528 Shares 6,217 Est. Cost $52.21 Unrealized +28.2%
EL ESTEE LAUDER COMPANY COM 0.0%
Value ($000) $498 Shares 1,827 Est. Cost $291.16 Unrealized -3.1%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $486 Shares 2,766 Est. Cost $115.64 Unrealized +38.6%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $480 Shares 2,958 Est. Cost $119.35 Unrealized
APH AMPHENOL CORP CL A 0.0%
Value ($000) $464 Shares 6,155 Est. Cost $34.22 Unrealized +9.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $463 Shares 3,333 Est. Cost $114.75 Unrealized +17.4%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $462 Shares 7,052 Est. Cost $27.45 Unrealized +131.9%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $459 Shares 5,120 Est. Cost $68.15 Unrealized +17.9%
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $441 Shares 5,703 Est. Cost $101.66 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $425 Shares 5,850 Est. Cost $32.35 Unrealized +81.4%
AZO AUTOZONE INC COM 0.0%
Value ($000) $409 Shares 200 Est. Cost $1077.64 Unrealized +81.4%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $409 Shares 11,900 Est. Cost $15.54 Unrealized +68.5%
QLV FLEXSHARES US QUALITY LOW VOLA 0.0%
Value ($000) $407 Shares 7,420 Est. Cost $56.87 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $399 Shares 5,590 Est. Cost $54.62 Unrealized
SPY SPDR S&P 500 SER 1 ETF TR 0.0%
Value ($000) $371 Shares 823 Est. Cost $277.07 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $371 Shares 2,961 Est. Cost $155.33 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $365 Shares 6,636 Est. Cost $55.00 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $340 Shares 1,360 Est. Cost $139.76 Unrealized +65.9%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $324 Shares 2,895 Est. Cost $62.81 Unrealized +42.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $322 Shares 2,032 Est. Cost $78.34 Unrealized +81.9%
CANADIAN PAC RY LTD COM 0.0%
Value ($000) $320 Shares 3,880 Est. Cost $71.94 Unrealized
IJJ ISHARES S&P MID CAP VALUE ETF 0.0%
Value ($000) $317 Shares 2,887 Est. Cost $107.86 Unrealized
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $312 Shares 3,500 Est. Cost $44.03 Unrealized +86.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $311 Shares 695 Est. Cost $282.57 Unrealized +37.2%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $309 Shares 3,095 Est. Cost $55.99 Unrealized +41.5%
DOW DOW INC 0.0%
Value ($000) $309 Shares 4,846 Est. Cost $36.37 Unrealized +32.7%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $305 Shares 4,875 Est. Cost $24.81 Unrealized +111.1%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $303 Shares 1,209 Est. Cost $263.91 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $282 Shares 1,525 Est. Cost $107.67 Unrealized +61.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $271 Shares 3,686 Est. Cost $27.25 Unrealized +10.4%
DHR DANAHER CORP DEL 0.0%
Value ($000) $247 Shares 843 Est. Cost $217.78 Unrealized +12.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $247 Shares 1,321 Est. Cost $86.22 Unrealized +99.2%
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $244 Shares 4,975 Est. Cost $56.93 Unrealized
BMO BANK OF MONTREAL 0.0%
Value ($000) $236 Shares 2,000 Est. Cost $90.58 Unrealized +8.5%
AEROJET ROCKETDYNE HLDGS INC C 0.0%
Value ($000) $236 Shares 6,000 Est. Cost $31.36 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $233 Shares 2,144 Est. Cost $99.35 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $233 Shares 2,325 Est. Cost $79.66 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $231 Shares 802 Est. Cost $290.28 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $202 Shares 984 Est. Cost $155.33 Unrealized
CRLBF CRESCO LABORATORIES INC 0.0%
Value ($000) $93 Shares 15,443 Est. Cost $11.85 Unrealized -45.4%
NIOCORP DEVS LTD 0.0%
Value ($000) $24 Shares 28,200 Est. Cost $0.85 Unrealized
ANZFF AIR NEW ZEALAND LIMITED 0.0%
Value ($000) $24 Shares 26,315 Est. Cost $0.68 Unrealized +21.2%
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 -85.9%