BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 13, 2023

Total Value ($000): $2,722,828 (100.0% shares, 0.0% debt)

Holdings (213)

AAPL APPLE INC 5.2%
Value ($000) $142,552 Shares 1,097,145 Est. Cost $86.80 Unrealized +62.1%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 4.9%
Value ($000) $134,520 Shares 287 Est. Cost $230062.69 Unrealized +95.1%
IJH ISHARES CORE S&P MID CAP ETF 4.5%
Value ($000) $122,405 Shares 506,037 Est. Cost $177.81 Unrealized
MSFT MICROSOFT CORP COM 4.1%
Value ($000) $110,793 Shares 461,982 Est. Cost $104.48 Unrealized +124.0%
IJR ISHARES CORE S&P SMALL CAP ETF 3.6%
Value ($000) $97,016 Shares 1,025,111 Est. Cost $78.66 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 3.4%
Value ($000) $92,630 Shares 2,376,356 Est. Cost $40.67 Unrealized
BRGIX BRIDGES INVESTMENT FUND INC 3.3%
Value ($000) $91,127 Shares 1,308,548 Est. Cost $69.64 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 3.3%
Value ($000) $90,100 Shares 2,146,779 Est. Cost $38.58 Unrealized
MA MASTERCARD 3.2%
Value ($000) $87,560 Shares 251,804 Est. Cost $129.00 Unrealized +150.7%
BRK/B BERKSHIRE HATHAWAY INC CLASS B 3.0%
Value ($000) $81,154 Shares 262,720 Est. Cost $171.00 Unrealized +73.7%
FINN FIRST NATL NEB INC COM 2.8%
Value ($000) $75,117 Shares 5,483 Est. Cost $4474.80 Unrealized +184.4%
GOOGL ALPHABET INC CL A 2.6%
Value ($000) $71,755 Shares 813,273 Est. Cost $106.83 Unrealized -11.7%
UNP UNION PACIFIC CORP COM 2.3%
Value ($000) $63,555 Shares 306,924 Est. Cost $100.92 Unrealized +88.5%
AMZN AMAZON.COM INC 2.1%
Value ($000) $57,101 Shares 679,772 Est. Cost $122.29 Unrealized -19.2%
UNH UNITEDHEALTH GROUP INC COM 2.1%
Value ($000) $56,079 Shares 105,774 Est. Cost $237.32 Unrealized +110.9%
V VISA INC. CLASS A 1.9%
Value ($000) $51,851 Shares 249,574 Est. Cost $115.68 Unrealized +70.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.7%
Value ($000) $45,697 Shares 301,334 Est. Cost $102.33 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 1.6%
Value ($000) $44,224 Shares 206,424 Est. Cost $95.44 Unrealized
JPM JPMORGAN CHASE & CO COM 1.6%
Value ($000) $42,678 Shares 318,253 Est. Cost $84.02 Unrealized +40.0%
ODFL OLD DOMINION FREIGHT LINE, INC 1.5%
Value ($000) $41,686 Shares 146,897 Est. Cost $54.97 Unrealized +153.9%
HD HOME DEPOT INC COM 1.5%
Value ($000) $39,847 Shares 126,153 Est. Cost $138.90 Unrealized +102.4%
BLACKROCK, INC. 1.3%
Value ($000) $36,237 Shares 51,136 Est. Cost $408.72 Unrealized
PGR PROGRESSIVE CORP 1.3%
Value ($000) $35,437 Shares 273,199 Est. Cost $64.08 Unrealized +80.5%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.2%
Value ($000) $32,849 Shares 655,155 Est. Cost $51.93 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $32,407 Shares 84,346 Est. Cost $294.84 Unrealized
TMO THERMO FISHER SCIENTIFIC 1.1%
Value ($000) $30,993 Shares 56,281 Est. Cost $236.99 Unrealized +121.5%
GOOG ALPHABET INC CL C 1.1%
Value ($000) $30,664 Shares 345,593 Est. Cost $107.59 Unrealized -12.0%
LOW LOWES COMPANIES COM 1.1%
Value ($000) $30,493 Shares 153,045 Est. Cost $87.37 Unrealized +115.4%
TPL TEXAS PACIFIC LAND CORP 1.0%
Value ($000) $28,358 Shares 12,097 Est. Cost $120.70 Unrealized +112.0%
PANW PALO ALTO NETWORKS INC COM 1.0%
Value ($000) $27,920 Shares 200,086 Est. Cost $69.91 Unrealized +14.9%
SPGI S & P GLOBAL INC 1.0%
Value ($000) $26,529 Shares 79,206 Est. Cost $234.39 Unrealized +37.0%
ADBE ADOBE INC COM 0.9%
Value ($000) $24,359 Shares 72,383 Est. Cost $293.75 Unrealized +8.9%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $22,855 Shares 156,391 Est. Cost $17.43 Unrealized -16.0%
EOG EOG RESOURCES INC. 0.8%
Value ($000) $21,955 Shares 169,508 Est. Cost $78.11 Unrealized +50.8%
IAA INC. 0.8%
Value ($000) $21,891 Shares 547,269 Est. Cost $41.28 Unrealized
ALC ALCON AG ORD SHS 0.8%
Value ($000) $21,837 Shares 318,556 Est. Cost $57.11 Unrealized +10.6%
SVB FINANCIAL GROUP 0.7%
Value ($000) $20,122 Shares 87,433 Est. Cost $247.52 Unrealized
CASY CASEYS GEN STORES COM 0.7%
Value ($000) $19,796 Shares 88,235 Est. Cost $167.44 Unrealized +33.6%
PEP PEPSICO INC COM 0.7%
Value ($000) $19,758 Shares 109,366 Est. Cost $74.58 Unrealized +115.7%
SHW SHERWIN WILLIAMS CO COM 0.7%
Value ($000) $19,210 Shares 80,942 Est. Cost $213.74 Unrealized +5.2%
ULTA ULTA SALON COSMETICS & FRAGRAN 0.7%
Value ($000) $19,176 Shares 40,881 Est. Cost $284.88 Unrealized +51.4%
ICE INTERCONTINENTAL EXCHANGE INC. 0.6%
Value ($000) $17,682 Shares 172,359 Est. Cost $87.40 Unrealized +9.3%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $17,655 Shares 247,887 Est. Cost $90.90 Unrealized -12.2%
CVX CHEVRON CORP COM 0.6%
Value ($000) $16,993 Shares 94,675 Est. Cost $80.95 Unrealized +89.3%
ABBV ABBVIE INC 0.6%
Value ($000) $16,819 Shares 104,070 Est. Cost $63.10 Unrealized +117.5%
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $16,129 Shares 216,176 Est. Cost $77.26 Unrealized -0.2%
META META PLATFORMS INC 0.6%
Value ($000) $15,884 Shares 131,989 Est. Cost $174.89 Unrealized -33.3%
BWXT BWX TECHNOLOGIES INC 0.5%
Value ($000) $14,910 Shares 256,709 Est. Cost $54.29 Unrealized +2.4%
TRU TRANSUNION 0.5%
Value ($000) $14,552 Shares 256,423 Est. Cost $81.36 Unrealized -29.2%
ATR APTARGROUP INC 0.5%
Value ($000) $14,394 Shares 130,882 Est. Cost $125.91 Unrealized -21.8%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $14,091 Shares 53,471 Est. Cost $115.60 Unrealized +112.2%
CHE CHEMED CORP COM 0.5%
Value ($000) $14,019 Shares 27,465 Est. Cost $471.14 Unrealized +2.2%
NOW SERVICENOW INC COM 0.5%
Value ($000) $13,574 Shares 34,959 Est. Cost $94.72 Unrealized -17.5%
AMT AMERICAN TOWER CORP COM 0.5%
Value ($000) $13,260 Shares 62,589 Est. Cost $203.00 Unrealized -8.0%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $12,697 Shares 71,876 Est. Cost $97.52 Unrealized +61.1%
IQV IQVIA HOLDINGS INC 0.4%
Value ($000) $12,188 Shares 59,485 Est. Cost $128.76 Unrealized +57.5%
CABO CABLE ONE INC 0.4%
Value ($000) $9,987 Shares 14,030 Est. Cost $1433.98 Unrealized -51.1%
IWS ISHARES RUSSELL MID CAP VALUE 0.4%
Value ($000) $9,756 Shares 92,615 Est. Cost $81.77 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $9,460 Shares 86,169 Est. Cost $56.68 Unrealized +72.2%
CRM SALESFORCE.COM INC 0.3%
Value ($000) $9,021 Shares 68,037 Est. Cost $172.30 Unrealized -16.3%
AMGN AMGEN INC COM 0.3%
Value ($000) $8,654 Shares 32,950 Est. Cost $136.29 Unrealized +78.1%
ISRG INTUITIVE SURGICAL, INC. 0.3%
Value ($000) $8,301 Shares 31,282 Est. Cost $221.29 Unrealized +10.2%
TGT TARGET CORP COM 0.3%
Value ($000) $7,818 Shares 52,456 Est. Cost $58.40 Unrealized +141.3%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $7,319 Shares 66,359 Est. Cost $56.27 Unrealized +71.1%
QDF FLEXSHARES QUALITY DIVIDEND IN 0.3%
Value ($000) $7,319 Shares 139,152 Est. Cost $42.18 Unrealized
WFC WELLS FARGO & CO DEL COM 0.3%
Value ($000) $7,244 Shares 175,430 Est. Cost $38.77 Unrealized +5.3%
MRK MERCK & CO INC COM 0.2%
Value ($000) $6,245 Shares 56,287 Est. Cost $51.96 Unrealized +78.6%
HON HONEYWELL INTERNATIONAL INC CO 0.2%
Value ($000) $6,194 Shares 28,905 Est. Cost $104.95 Unrealized +70.3%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $6,130 Shares 13,429 Est. Cost $206.58 Unrealized +126.9%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $5,802 Shares 35,118 Est. Cost $98.99 Unrealized +53.5%
PM PHILIP MORRIS INTERNATIONAL IN 0.2%
Value ($000) $5,785 Shares 57,163 Est. Cost $59.21 Unrealized +37.3%
ING ING GROEP NV ADR 0.2%
Value ($000) $5,716 Shares 469,690 Est. Cost $15.09 Unrealized
ACN ACCENTURE PLC F CLASS A 0.2%
Value ($000) $5,574 Shares 20,890 Est. Cost $152.40 Unrealized +73.3%
AVGO BROADCOM INC 0.2%
Value ($000) $5,512 Shares 9,858 Est. Cost $37.01 Unrealized +28.6%
QUAL ISHARES EDGE MSCI USA QUALITY 0.2%
Value ($000) $5,360 Shares 47,032 Est. Cost $95.94 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $5,015 Shares 10,308 Est. Cost $284.67 Unrealized +49.8%
BA BOEING CO COM 0.2%
Value ($000) $4,553 Shares 23,901 Est. Cost $270.79 Unrealized -39.6%
NKE NIKE INC CL B 0.2%
Value ($000) $4,401 Shares 37,610 Est. Cost $58.35 Unrealized +63.3%
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $4,395 Shares 28,999 Est. Cost $64.35 Unrealized +101.7%
GNRC GENERAC HOLDINGS INC 0.2%
Value ($000) $4,374 Shares 43,449 Est. Cost $226.62 Unrealized -50.1%
ADP AUTOMATIC DATA PROCESSING COM 0.2%
Value ($000) $4,366 Shares 18,277 Est. Cost $118.21 Unrealized +93.7%
IWR ISHARES RUSSELL MID CAP ETF 0.2%
Value ($000) $4,247 Shares 62,965 Est. Cost $70.19 Unrealized
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $3,972 Shares 113,577 Est. Cost $31.50 Unrealized -4.6%
WMT WALMART INC 0.1%
Value ($000) $3,917 Shares 27,623 Est. Cost $23.32 Unrealized +95.8%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $3,858 Shares 101,798 Est. Cost $44.56 Unrealized
USB U.S. BANCORP COM (NEW) 0.1%
Value ($000) $3,746 Shares 85,888 Est. Cost $34.52 Unrealized +6.3%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $3,718 Shares 10,164 Est. Cost $76.93 Unrealized +349.5%
LINDE PLC 0.1%
Value ($000) $3,702 Shares 11,351 Est. Cost $180.92 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $3,381 Shares 70,960 Est. Cost $27.81 Unrealized +49.1%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $3,186 Shares 18,328 Est. Cost $105.98 Unrealized +39.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $3,178 Shares 69,534 Est. Cost $27.65 Unrealized +26.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $3,091 Shares 22,289 Est. Cost $117.10 Unrealized
ZFSVF ZURICH INSURANCE GROUP AG 0.1%
Value ($000) $3,073 Shares 6,424 Est. Cost $359.22 Unrealized +23.9%
SYK STRYKER CORP COM 0.1%
Value ($000) $3,041 Shares 12,440 Est. Cost $182.62 Unrealized +20.3%
FIRST TRUST MLP & ENERGY INCOM 0.1%
Value ($000) $2,855 Shares 365,600 Est. Cost $7.87 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,818 Shares 27,927 Est. Cost $55.17 Unrealized +58.9%
CTAS CINTAS CORP COM 0.1%
Value ($000) $2,818 Shares 6,239 Est. Cost $73.93 Unrealized +42.3%
PFE PFIZER INC COM 0.1%
Value ($000) $2,801 Shares 54,664 Est. Cost $22.24 Unrealized +80.7%
DE DEERE & CO COM 0.1%
Value ($000) $2,768 Shares 6,455 Est. Cost $167.50 Unrealized +132.1%
ETN EATON CORP PLC 0.1%
Value ($000) $2,629 Shares 16,748 Est. Cost $69.89 Unrealized +110.3%
IBM INTERNATIONAL BUS MACH COM 0.1%
Value ($000) $2,612 Shares 18,536 Est. Cost $105.63 Unrealized +16.5%
VB VANGUARD SMALL CAP INDEX FUND 0.1%
Value ($000) $2,608 Shares 14,211 Est. Cost $136.93 Unrealized
KLAC KLA CORP COM 0.1%
Value ($000) $2,591 Shares 6,873 Est. Cost $257.83 Unrealized +31.1%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $2,517 Shares 25,377 Est. Cost $58.35 Unrealized +50.0%
FISV FISERV INC WISCONSIN COM 0.1%
Value ($000) $2,442 Shares 24,165 Est. Cost $74.60 Unrealized +33.5%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $2,436 Shares 5,637 Est. Cost $212.23 Unrealized +90.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,406 Shares 28,780 Est. Cost $57.79 Unrealized +27.7%
ADSK AUTODESK INC 0.1%
Value ($000) $2,333 Shares 12,487 Est. Cost $167.07 Unrealized +20.1%
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $2,297 Shares 58,292 Est. Cost $33.00 Unrealized -6.8%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $2,266 Shares 20,615 Est. Cost $58.19 Unrealized +87.1%
VO VANGUARD MID-CAP INDEX FUND -E 0.1%
Value ($000) $2,192 Shares 10,755 Est. Cost $133.15 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $2,165 Shares 46,360 Est. Cost $47.61 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,057 Shares 5,856 Est. Cost $251.84 Unrealized
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $2,021 Shares 18,535 Est. Cost $96.85 Unrealized +0.6%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $2,013 Shares 9,666 Est. Cost $197.64 Unrealized +6.8%
ECL ECOLAB INC 0.1%
Value ($000) $1,986 Shares 13,641 Est. Cost $98.04 Unrealized +44.7%
IJS ISHARES S&P SMALL CAP 600 VALU 0.1%
Value ($000) $1,975 Shares 21,631 Est. Cost $109.63 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,909 Shares 7,507 Est. Cost $195.08 Unrealized +14.4%
INTU INTUIT INC 0.1%
Value ($000) $1,872 Shares 4,809 Est. Cost $386.16 Unrealized +0.7%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $1,829 Shares 21,973 Est. Cost $39.46 Unrealized +88.1%
KO COCA COLA CO COM 0.1%
Value ($000) $1,794 Shares 28,198 Est. Cost $33.47 Unrealized +64.1%
DIS DISNEY (WALT) 0.1%
Value ($000) $1,760 Shares 20,262 Est. Cost $93.16 Unrealized +0.3%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1,736 Shares 22,684 Est. Cost $78.07 Unrealized
TJX TJX COMPANIES INC 0.1%
Value ($000) $1,708 Shares 21,459 Est. Cost $49.32 Unrealized +43.4%
TILT FLEXSHARES MORNINGSTAR US MARK 0.1%
Value ($000) $1,681 Shares 11,315 Est. Cost $107.93 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,651 Shares 20,199 Est. Cost $48.77 Unrealized +50.1%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,605 Shares 66,525 Est. Cost $28.43 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,583 Shares 16,475 Est. Cost $52.71 Unrealized +60.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1,351 Shares 21,707 Est. Cost $66.02 Unrealized -11.7%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $1,330 Shares 5,550 Est. Cost $125.87 Unrealized +64.1%
COF CAPITAL ONE FINANCIAL COM 0.0%
Value ($000) $1,282 Shares 13,795 Est. Cost $73.17 Unrealized +27.2%
EL ESTEE LAUDER COMPANY COM 0.0%
Value ($000) $1,259 Shares 5,074 Est. Cost $250.25 Unrealized -15.7%
TSLA TESLA INC 0.0%
Value ($000) $1,249 Shares 10,143 Est. Cost $230.57 Unrealized -17.9%
PLD PROLOGIS INC COM 0.0%
Value ($000) $1,243 Shares 11,023 Est. Cost $100.19 Unrealized 0.0%
TLTD FLEXSHARES MSTAR DEVELOPED MAR 0.0%
Value ($000) $1,153 Shares 19,101 Est. Cost $57.03 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1,141 Shares 14,476 Est. Cost $56.08 Unrealized +24.3%
HSY HERSHEY COMPANY 0.0%
Value ($000) $1,131 Shares 4,885 Est. Cost $138.31 Unrealized +53.4%
MDLZ MONDELEZ INTERNATIONAL INC CL 0.0%
Value ($000) $1,119 Shares 16,794 Est. Cost $36.88 Unrealized +57.3%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $1,112 Shares 3,572 Est. Cost $119.65 Unrealized +143.9%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $1,026 Shares 12,240 Est. Cost $51.45 Unrealized +41.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1,018 Shares 12,343 Est. Cost $89.63 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $1,012 Shares 85,260 Est. Cost $8.23 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.0%
Value ($000) $965 Shares 13,414 Est. Cost $39.95 Unrealized +63.3%
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $952 Shares 16,274 Est. Cost $91.86 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $929 Shares 2,810 Est. Cost $152.87 Unrealized +107.5%
ZTS ZOETIS INC 0.0%
Value ($000) $929 Shares 6,336 Est. Cost $143.20 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $925 Shares 6,378 Est. Cost $115.70 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $921 Shares 457 Est. Cost $1877.65 Unrealized -0.5%
PAA PLAINS ALL AMERICAN PIPELINE L 0.0%
Value ($000) $919 Shares 78,111 Est. Cost $9.35 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $892 Shares 6,314 Est. Cost $111.63 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $843 Shares 21,786 Est. Cost $24.69 Unrealized +25.4%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $827 Shares 25,650 Est. Cost $43.83 Unrealized -23.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $809 Shares 4,315 Est. Cost $115.59 Unrealized +46.5%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $806 Shares 10,587 Est. Cost $34.30 Unrealized +7.2%
T AT&T INC COM 0.0%
Value ($000) $806 Shares 43,773 Est. Cost $14.75 Unrealized +2.4%
MKC MCCORMICK & COMPANY, INC. 0.0%
Value ($000) $782 Shares 9,440 Est. Cost $65.36 Unrealized +14.5%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $781 Shares 18,943 Est. Cost $17.13 Unrealized +126.9%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $771 Shares 9,200 Est. Cost $62.95 Unrealized -23.1%
STT STATE STREET CORP COM 0.0%
Value ($000) $747 Shares 9,625 Est. Cost $57.59 Unrealized +14.7%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $740 Shares 4,871 Est. Cost $128.84 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $734 Shares 6,121 Est. Cost $111.76 Unrealized -18.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $731 Shares 1,425 Est. Cost $214.53 Unrealized +125.8%
MCO MOODY'S CORP 0.0%
Value ($000) $724 Shares 2,600 Est. Cost $229.08 Unrealized +16.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $716 Shares 9,140 Est. Cost $47.48 Unrealized +47.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $678 Shares 3,890 Est. Cost $165.10 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $649 Shares 4,783 Est. Cost $89.24 Unrealized +26.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $563 Shares 6,000 Est. Cost $43.50 Unrealized +90.2%
BP BP PLC SPONS ADR 0.0%
Value ($000) $539 Shares 15,428 Est. Cost $36.81 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $534 Shares 14,287 Est. Cost $52.11 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $505 Shares 4,400 Est. Cost $86.09 Unrealized
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $503 Shares 6,300 Est. Cost $52.21 Unrealized +44.4%
AZO AUTOZONE INC COM 0.0%
Value ($000) $493 Shares 200 Est. Cost $1077.64 Unrealized +124.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $468 Shares 3,333 Est. Cost $114.75 Unrealized +11.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $452 Shares 3,910 Est. Cost $52.87 Unrealized +101.6%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $447 Shares 5,001 Est. Cost $67.77 Unrealized +18.6%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $431 Shares 7,300 Est. Cost $11.21 Unrealized +172.8%
INTC INTEL CORP 0.0%
Value ($000) $412 Shares 15,600 Est. Cost $35.66 Unrealized -25.3%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $412 Shares 2,766 Est. Cost $117.81 Unrealized +26.6%
TRMB TRIMBLE INC 0.0%
Value ($000) $374 Shares 7,400 Est. Cost $63.25 Unrealized -12.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $373 Shares 13,229 Est. Cost $69.60 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $373 Shares 1,210 Est. Cost $139.76 Unrealized +85.7%
QLV FLEXSHARES US QUALITY LOW VOLA 0.0%
Value ($000) $373 Shares 7,420 Est. Cost $56.87 Unrealized
SPY SPDR S&P 500 SER 1 ETF TR 0.0%
Value ($000) $366 Shares 956 Est. Cost $292.50 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $363 Shares 5,505 Est. Cost $54.62 Unrealized
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $355 Shares 5,203 Est. Cost $101.66 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $346 Shares 4,850 Est. Cost $32.35 Unrealized +84.3%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $337 Shares 11,400 Est. Cost $15.54 Unrealized +56.8%
AEROJET ROCKETDYNE HLDGS INC C 0.0%
Value ($000) $336 Shares 6,000 Est. Cost $31.36 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $332 Shares 5,836 Est. Cost $55.00 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $329 Shares 5,142 Est. Cost $27.45 Unrealized +110.2%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $324 Shares 3,500 Est. Cost $44.03 Unrealized +93.2%
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $320 Shares 2,961 Est. Cost $155.33 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $309 Shares 21,637 Est. Cost $39.25 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $304 Shares 4,950 Est. Cost $52.21 Unrealized +2.8%
IJJ ISHARES S&P MID CAP VALUE ETF 0.0%
Value ($000) $291 Shares 2,887 Est. Cost $107.86 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $290 Shares 1,849 Est. Cost $78.34 Unrealized +95.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $271 Shares 3,483 Est. Cost $85.59 Unrealized -14.2%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $269 Shares 4,875 Est. Cost $24.81 Unrealized +93.8%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $262 Shares 480 Est. Cost $282.57 Unrealized +75.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $251 Shares 2,125 Est. Cost $79.66 Unrealized +37.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $250 Shares 2,429 Est. Cost $62.81 Unrealized +35.0%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $249 Shares 2,620 Est. Cost $55.99 Unrealized +44.5%
THOMSON REUTERS CORP 0.0%
Value ($000) $245 Shares 2,144 Est. Cost $99.35 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $238 Shares 4,750 Est. Cost $56.93 Unrealized
DHR DANAHER CORP DEL 0.0%
Value ($000) $226 Shares 852 Est. Cost $217.87 Unrealized +4.7%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $217 Shares 1,375 Est. Cost $107.67 Unrealized +29.3%
LILY PAD, LLC 0.0%
Value ($000) $135 Shares 134,810 Est. Cost $1.00 Unrealized
NIOCORP DEVS LTD 0.0%
Value ($000) $21 Shares 28,200 Est. Cost $0.85 Unrealized
CRLBF CRESCO LABORATORIES INC 0.0%
Value ($000) $21 Shares 11,443 Est. Cost $11.85 Unrealized -74.6%
LEAFLY HOLDINGS INC 0.0%
Value ($000) $17 Shares 26,249 Est. Cost $0.69 Unrealized
ANZFF AIR NEW ZEALAND LIMITED 0.0%
Value ($000) $12 Shares 26,315 Est. Cost $0.68 Unrealized -43.5%
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%