BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 24, 2023

Total Value ($000): $2,815,037 (100.0% shares, 0.0% debt)

Holdings (197)

BRK/A BERKSHIRE HATHAWAY INC CLASS A 6.3%
Value ($000) $177,513 Shares 334 Est. Cost $272171.22 Unrealized +98.0%
AAPL APPLE INC 5.9%
Value ($000) $164,901 Shares 963,149 Est. Cost $86.80 Unrealized +108.9%
MSFT MICROSOFT CORP COM 4.9%
Value ($000) $137,558 Shares 435,655 Est. Cost $104.48 Unrealized +210.7%
IJH ISHARES CORE S&P MID CAP ETF 4.6%
Value ($000) $129,106 Shares 517,771 Est. Cost $180.99 Unrealized
GOOGL ALPHABET INC CL A 3.6%
Value ($000) $101,933 Shares 778,948 Est. Cost $106.83 Unrealized +20.2%
BRGIX BRIDGES INVESTMENT FUND INC 3.5%
Value ($000) $99,263 Shares 1,144,640 Est. Cost $69.64 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 3.5%
Value ($000) $98,688 Shares 2,516,902 Est. Cost $40.61 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 3.3%
Value ($000) $94,031 Shares 2,150,763 Est. Cost $38.58 Unrealized
MA MASTERCARD 3.2%
Value ($000) $90,296 Shares 228,073 Est. Cost $129.00 Unrealized +207.2%
AMZN AMAZON.COM INC 3.2%
Value ($000) $89,678 Shares 705,456 Est. Cost $120.88 Unrealized +10.8%
IJR ISHARES CORE S&P SMALL CAP ETF 3.1%
Value ($000) $88,587 Shares 939,122 Est. Cost $78.66 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CLASS B 3.0%
Value ($000) $84,575 Shares 241,436 Est. Cost $172.88 Unrealized +105.2%
ODFL OLD DOMINION FREIGHT LINE, INC 2.0%
Value ($000) $56,578 Shares 138,284 Est. Cost $54.97 Unrealized +262.9%
UNH UNITEDHEALTH GROUP INC COM 2.0%
Value ($000) $55,043 Shares 109,172 Est. Cost $249.69 Unrealized +88.2%
V VISA INC. CLASS A 1.8%
Value ($000) $51,539 Shares 224,074 Est. Cost $115.68 Unrealized +104.2%
UNP UNION PACIFIC CORP COM 1.8%
Value ($000) $51,498 Shares 252,900 Est. Cost $100.92 Unrealized +104.3%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $50,490 Shares 116,072 Est. Cost $17.43 Unrealized +156.8%
IWF ISHARES RUSSELL 1000 GROWTH ET 1.7%
Value ($000) $46,999 Shares 176,694 Est. Cost $95.44 Unrealized
PANW PALO ALTO NETWORKS INC COM 1.6%
Value ($000) $44,875 Shares 191,414 Est. Cost $70.24 Unrealized +68.5%
GOOG ALPHABET INC CL C 1.4%
Value ($000) $40,610 Shares 308,001 Est. Cost $107.59 Unrealized +20.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.4%
Value ($000) $39,777 Shares 261,998 Est. Cost $103.02 Unrealized
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $37,122 Shares 255,979 Est. Cost $84.02 Unrealized +69.4%
ADBE ADOBE INC COM 1.3%
Value ($000) $35,346 Shares 69,320 Est. Cost $293.75 Unrealized +78.6%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.2%
Value ($000) $34,603 Shares 667,108 Est. Cost $51.93 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $34,076 Shares 79,352 Est. Cost $294.84 Unrealized
HD HOME DEPOT INC COM 1.2%
Value ($000) $33,620 Shares 111,267 Est. Cost $138.90 Unrealized +118.1%
PGR PROGRESSIVE CORP 1.1%
Value ($000) $31,552 Shares 226,504 Est. Cost $64.08 Unrealized +87.8%
SPGI S & P GLOBAL INC 1.0%
Value ($000) $29,170 Shares 79,828 Est. Cost $238.20 Unrealized +62.0%
BLACKROCK, INC. 1.0%
Value ($000) $28,980 Shares 44,827 Est. Cost $408.72 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $28,240 Shares 94,066 Est. Cost $174.89 Unrealized +71.1%
LOW LOWES COMPANIES COM 1.0%
Value ($000) $27,471 Shares 132,176 Est. Cost $87.37 Unrealized +146.0%
TMO THERMO FISHER SCIENTIFIC 1.0%
Value ($000) $27,136 Shares 53,610 Est. Cost $236.99 Unrealized +123.2%
NOW SERVICENOW INC COM 0.9%
Value ($000) $25,206 Shares 45,095 Est. Cost $92.86 Unrealized +22.8%
CASY CASEYS GEN STORES COM 0.8%
Value ($000) $23,889 Shares 87,983 Est. Cost $169.18 Unrealized +47.8%
ALC ALCON AG ORD SHS 0.8%
Value ($000) $23,214 Shares 301,249 Est. Cost $57.11 Unrealized +43.0%
EOG EOG RESOURCES INC. 0.8%
Value ($000) $21,129 Shares 166,682 Est. Cost $79.51 Unrealized +47.4%
BWXT BWX TECHNOLOGIES INC 0.7%
Value ($000) $19,712 Shares 262,893 Est. Cost $54.50 Unrealized +29.8%
ICE INTERCONTINENTAL EXCHANGE INC. 0.6%
Value ($000) $18,200 Shares 165,420 Est. Cost $87.54 Unrealized +27.0%
CHE CHEMED CORP COM 0.6%
Value ($000) $18,155 Shares 34,933 Est. Cost $484.48 Unrealized +6.4%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $17,952 Shares 307,079 Est. Cost $86.10 Unrealized -24.5%
ISRG INTUITIVE SURGICAL, INC. 0.6%
Value ($000) $17,223 Shares 58,926 Est. Cost $257.35 Unrealized +21.4%
TRU TRANSUNION 0.6%
Value ($000) $16,781 Shares 233,746 Est. Cost $81.36 Unrealized -4.9%
PEP PEPSICO INC COM 0.6%
Value ($000) $16,041 Shares 94,672 Est. Cost $76.93 Unrealized +117.3%
ATR APTARGROUP INC 0.6%
Value ($000) $15,899 Shares 127,149 Est. Cost $125.59 Unrealized -5.4%
LAD LITHIA MTRS INC CL A 0.5%
Value ($000) $15,431 Shares 52,251 Est. Cost $259.03 Unrealized +17.7%
CABO CABLE ONE INC 0.5%
Value ($000) $14,962 Shares 24,303 Est. Cost $1103.02 Unrealized -43.1%
EW EDWARDS LIFESCIENCES CORP COM 0.5%
Value ($000) $14,820 Shares 213,913 Est. Cost $77.32 Unrealized +3.9%
CVX CHEVRON CORP COM 0.5%
Value ($000) $14,707 Shares 87,218 Est. Cost $81.93 Unrealized +77.9%
ULTA ULTA SALON COSMETICS & FRAGRAN 0.5%
Value ($000) $14,423 Shares 36,108 Est. Cost $288.11 Unrealized +51.7%
CPRT COPART INC 0.5%
Value ($000) $14,207 Shares 329,715 Est. Cost $40.26 Unrealized +10.4%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $12,971 Shares 49,236 Est. Cost $117.59 Unrealized +129.2%
AMT AMERICAN TOWER CORP COM 0.4%
Value ($000) $12,328 Shares 74,965 Est. Cost $199.49 Unrealized -16.0%
ABBV ABBVIE INC 0.4%
Value ($000) $11,948 Shares 80,156 Est. Cost $63.10 Unrealized +114.5%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $10,852 Shares 42,549 Est. Cost $213.74 Unrealized +22.7%
ZTS ZOETIS INC 0.4%
Value ($000) $10,074 Shares 57,902 Est. Cost $168.24 Unrealized +5.2%
GNRC GENERAC HOLDINGS INC 0.3%
Value ($000) $9,782 Shares 89,776 Est. Cost $167.21 Unrealized -26.0%
IWS ISHARES RUSSELL MID CAP VALUE 0.3%
Value ($000) $9,232 Shares 88,480 Est. Cost $81.77 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $8,258 Shares 53,018 Est. Cost $97.52 Unrealized +57.2%
AMGN AMGEN INC COM 0.3%
Value ($000) $8,150 Shares 30,323 Est. Cost $136.29 Unrealized +70.1%
AVGO BROADCOM INC 0.3%
Value ($000) $7,935 Shares 9,553 Est. Cost $37.01 Unrealized +126.9%
ABT ABBOTT LABS COM 0.3%
Value ($000) $7,890 Shares 81,462 Est. Cost $56.68 Unrealized +77.2%
POOL POOL CORP 0.3%
Value ($000) $7,712 Shares 21,658 Est. Cost $336.06 Unrealized +4.7%
QDF FLEXSHARES QUALITY DIVIDEND IN 0.3%
Value ($000) $7,595 Shares 136,161 Est. Cost $42.18 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $7,094 Shares 60,336 Est. Cost $56.27 Unrealized +79.5%
ACN ACCENTURE PLC F CLASS A 0.2%
Value ($000) $6,920 Shares 22,532 Est. Cost $161.17 Unrealized +88.8%
FINN FIRST NATL NEB INC COM 0.2%
Value ($000) $6,910 Shares 544 Est. Cost $4474.80 Unrealized +170.9%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $6,903 Shares 12,218 Est. Cost $221.39 Unrealized +140.4%
ING ING GROEP NV ADR 0.2%
Value ($000) $6,881 Shares 522,095 Est. Cost $14.77 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $5,385 Shares 10,026 Est. Cost $76.93 Unrealized +558.8%
TGT TARGET CORP COM 0.2%
Value ($000) $5,089 Shares 46,027 Est. Cost $60.05 Unrealized +93.8%
CMCSA COMCAST CORP CL A 0.2%
Value ($000) $4,999 Shares 112,752 Est. Cost $31.58 Unrealized +31.4%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $4,989 Shares 31,377 Est. Cost $98.99 Unrealized +60.5%
QUAL ISHARES EDGE MSCI USA QUALITY 0.2%
Value ($000) $4,705 Shares 35,701 Est. Cost $95.94 Unrealized
PM PHILIP MORRIS INTERNATIONAL IN 0.2%
Value ($000) $4,668 Shares 50,424 Est. Cost $59.21 Unrealized +45.5%
MRK MERCK & CO INC COM 0.2%
Value ($000) $4,639 Shares 45,065 Est. Cost $51.96 Unrealized +92.1%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $4,545 Shares 11,114 Est. Cost $294.02 Unrealized +41.2%
HON HONEYWELL INTERNATIONAL INC CO 0.2%
Value ($000) $4,483 Shares 24,266 Est. Cost $104.95 Unrealized +65.7%
TPL TEXAS PACIFIC LAND CORP 0.1%
Value ($000) $4,163 Shares 2,283 Est. Cost $120.70 Unrealized +51.8%
ADP AUTOMATIC DATA PROCESSING COM 0.1%
Value ($000) $4,153 Shares 17,262 Est. Cost $118.21 Unrealized +95.6%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $3,893 Shares 102,578 Est. Cost $44.44 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $3,596 Shares 37,605 Est. Cost $59.33 Unrealized +65.6%
LIN LINDE PLC 0.1%
Value ($000) $3,542 Shares 9,512 Est. Cost $322.30 Unrealized +14.5%
BA BOEING CO COM 0.1%
Value ($000) $3,322 Shares 17,331 Est. Cost $270.79 Unrealized -19.2%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $3,273 Shares 47,269 Est. Cost $70.19 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $3,268 Shares 11,960 Est. Cost $183.45 Unrealized +52.6%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $3,198 Shares 21,922 Est. Cost $64.35 Unrealized +124.0%
WMT WALMART INC 0.1%
Value ($000) $3,108 Shares 19,432 Est. Cost $23.32 Unrealized +122.2%
KLAC KLA CORP COM 0.1%
Value ($000) $2,957 Shares 6,448 Est. Cost $264.27 Unrealized +77.6%
CTAS CINTAS CORP COM 0.1%
Value ($000) $2,695 Shares 5,602 Est. Cost $73.93 Unrealized +65.1%
FIRST TRUST MLP & ENERGY INCOM 0.1%
Value ($000) $2,674 Shares 338,055 Est. Cost $7.87 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $2,627 Shares 10,498 Est. Cost $228.67 Unrealized +12.3%
USB U.S. BANCORP COM (NEW) 0.1%
Value ($000) $2,593 Shares 78,432 Est. Cost $34.52 Unrealized -5.8%
ETN EATON CORP PLC 0.1%
Value ($000) $2,568 Shares 12,040 Est. Cost $69.89 Unrealized +200.0%
INTU INTUIT INC 0.1%
Value ($000) $2,550 Shares 4,990 Est. Cost $387.62 Unrealized +28.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $2,526 Shares 18,636 Est. Cost $117.10 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $2,513 Shares 5,190 Est. Cost $212.23 Unrealized +127.4%
VO VANGUARD MID-CAP INDEX FUND -E 0.1%
Value ($000) $2,470 Shares 11,859 Est. Cost $140.39 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $2,463 Shares 15,804 Est. Cost $107.84 Unrealized +40.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,427 Shares 57,707 Est. Cost $27.65 Unrealized +31.7%
VB VANGUARD SMALL CAP INDEX FUND 0.1%
Value ($000) $2,378 Shares 12,577 Est. Cost $136.93 Unrealized
ZFSVF ZURICH INSURANCE GROUP AG 0.1%
Value ($000) $2,282 Shares 4,970 Est. Cost $359.22 Unrealized +30.9%
IBM INTERNATIONAL BUS MACH COM 0.1%
Value ($000) $2,252 Shares 16,048 Est. Cost $105.63 Unrealized +24.7%
DE DEERE & CO COM 0.1%
Value ($000) $2,249 Shares 5,960 Est. Cost $167.50 Unrealized +137.6%
ORCL ORACLE CORP COM 0.1%
Value ($000) $2,139 Shares 20,199 Est. Cost $48.77 Unrealized +131.2%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,925 Shares 7,445 Est. Cost $195.08 Unrealized +32.4%
HSY HERSHEY COMPANY 0.1%
Value ($000) $1,846 Shares 9,226 Est. Cost $172.85 Unrealized +20.7%
TJX TJX COMPANIES INC 0.1%
Value ($000) $1,832 Shares 20,607 Est. Cost $50.04 Unrealized +70.5%
IJS ISHARES S&P SMALL CAP 600 VALU 0.1%
Value ($000) $1,789 Shares 20,054 Est. Cost $109.63 Unrealized
TILT FLEXSHARES MORNINGSTAR US MARK 0.1%
Value ($000) $1,710 Shares 10,496 Est. Cost $107.93 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $1,702 Shares 35,759 Est. Cost $47.61 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,668 Shares 60,945 Est. Cost $28.43 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $1,655 Shares 49,900 Est. Cost $22.24 Unrealized +37.5%
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,639 Shares 22,779 Est. Cost $55.17 Unrealized +47.2%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $1,582 Shares 29,427 Est. Cost $27.81 Unrealized +80.9%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1,571 Shares 9,021 Est. Cost $197.53 Unrealized -11.4%
DIS DISNEY (WALT) 0.1%
Value ($000) $1,544 Shares 19,054 Est. Cost $93.16 Unrealized -10.4%
KO COCA COLA CO COM 0.1%
Value ($000) $1,492 Shares 26,650 Est. Cost $33.47 Unrealized +66.5%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,443 Shares 12,992 Est. Cost $58.19 Unrealized +89.1%
PLD PROLOGIS INC COM 0.1%
Value ($000) $1,434 Shares 12,780 Est. Cost $101.80 Unrealized +11.0%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.0%
Value ($000) $1,276 Shares 11,676 Est. Cost $91.20 Unrealized +20.1%
EL ESTEE LAUDER COMPANY COM 0.0%
Value ($000) $1,243 Shares 8,600 Est. Cost $226.22 Unrealized -29.7%
GGG GRACO INC COM 0.0%
Value ($000) $1,217 Shares 16,694 Est. Cost $76.53 Unrealized 0.0%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $1,196 Shares 85,260 Est. Cost $8.23 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L 0.0%
Value ($000) $1,193 Shares 77,861 Est. Cost $9.35 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1,175 Shares 20,505 Est. Cost $57.79 Unrealized +11.5%
VZ VERIZON COMMUNICATIONS COM 0.0%
Value ($000) $1,116 Shares 34,442 Est. Cost $33.00 Unrealized -12.1%
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $1,065 Shares 15,570 Est. Cost $91.86 Unrealized
TLTD FLEXSHARES MSTAR DEVELOPED MAR 0.0%
Value ($000) $1,063 Shares 16,993 Est. Cost $57.03 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1,048 Shares 13,847 Est. Cost $88.91 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $1,043 Shares 18,895 Est. Cost $17.13 Unrealized +211.9%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $1,040 Shares 3,155 Est. Cost $119.65 Unrealized +176.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,027 Shares 333 Est. Cost $1877.65 Unrealized +58.7%
COF CAPITAL ONE FINANCIAL COM 0.0%
Value ($000) $1,026 Shares 10,575 Est. Cost $73.17 Unrealized +40.8%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $954 Shares 9,875 Est. Cost $54.58 Unrealized +67.0%
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $931 Shares 6,050 Est. Cost $115.70 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $913 Shares 8,255 Est. Cost $62.95 Unrealized +40.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $899 Shares 12,637 Est. Cost $56.08 Unrealized +26.4%
MDLZ MONDELEZ INTERNATIONAL INC CL 0.0%
Value ($000) $884 Shares 12,743 Est. Cost $36.88 Unrealized +82.2%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $825 Shares 5,820 Est. Cost $111.63 Unrealized
MCO MOODY'S CORP 0.0%
Value ($000) $822 Shares 2,600 Est. Cost $229.08 Unrealized +45.7%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $776 Shares 9,245 Est. Cost $34.41 Unrealized +22.5%
FISV FISERV INC WISCONSIN COM 0.0%
Value ($000) $765 Shares 6,775 Est. Cost $74.60 Unrealized +65.1%
BMY BRISTOL MYERS SQUIBB COM 0.0%
Value ($000) $739 Shares 12,729 Est. Cost $39.95 Unrealized +36.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $734 Shares 9,140 Est. Cost $47.48 Unrealized +73.1%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $730 Shares 1,858 Est. Cost $251.84 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $716 Shares 44,664 Est. Cost $16.03 Unrealized
MKC MCCORMICK & COMPANY, INC. 0.0%
Value ($000) $714 Shares 9,440 Est. Cost $65.36 Unrealized +20.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $705 Shares 4,315 Est. Cost $115.59 Unrealized +38.2%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $692 Shares 2,535 Est. Cost $125.87 Unrealized +107.7%
REM ISHARES MORTGAGE REAL ESTATE E 0.0%
Value ($000) $670 Shares 29,977 Est. Cost $22.34 Unrealized
T AT&T INC COM 0.0%
Value ($000) $648 Shares 43,143 Est. Cost $14.75 Unrealized -12.2%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $648 Shares 25,500 Est. Cost $43.83 Unrealized -35.9%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $644 Shares 3,174 Est. Cost $172.30 Unrealized +23.9%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $629 Shares 2,617 Est. Cost $152.87 Unrealized +68.2%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $584 Shares 21,286 Est. Cost $24.69 Unrealized +9.7%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $578 Shares 4,783 Est. Cost $89.24 Unrealized +31.9%
STT STATE STREET CORP COM 0.0%
Value ($000) $569 Shares 8,500 Est. Cost $57.59 Unrealized +12.7%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $544 Shares 2,766 Est. Cost $117.81 Unrealized +64.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $544 Shares 4,400 Est. Cost $86.09 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $540 Shares 8,441 Est. Cost $51.45 Unrealized +25.5%
ECL ECOLAB INC 0.0%
Value ($000) $539 Shares 3,180 Est. Cost $98.04 Unrealized +80.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $524 Shares 5,739 Est. Cost $58.35 Unrealized +58.4%
WFC WELLS FARGO & CO DEL COM 0.0%
Value ($000) $524 Shares 12,814 Est. Cost $38.77 Unrealized +5.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $483 Shares 6,000 Est. Cost $43.50 Unrealized +83.3%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $458 Shares 23,642 Est. Cost $37.52 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $448 Shares 3,885 Est. Cost $52.87 Unrealized +112.2%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $424 Shares 4,046 Est. Cost $96.90 Unrealized +3.5%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $424 Shares 3,233 Est. Cost $114.75 Unrealized +21.9%
AZO AUTOZONE INC COM 0.0%
Value ($000) $414 Shares 163 Est. Cost $1077.64 Unrealized +132.9%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $399 Shares 14,339 Est. Cost $66.54 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $393 Shares 11,050 Est. Cost $35.66 Unrealized -4.0%
SPY SPDR S&P 500 SER 1 ETF TR 0.0%
Value ($000) $389 Shares 911 Est. Cost $292.50 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $370 Shares 4,001 Est. Cost $67.77 Unrealized +42.5%
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $364 Shares 5,036 Est. Cost $101.66 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $361 Shares 4,800 Est. Cost $11.21 Unrealized +242.6%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $344 Shares 5,330 Est. Cost $54.62 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $343 Shares 1,210 Est. Cost $139.76 Unrealized +96.7%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $337 Shares 5,236 Est. Cost $55.00 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $329 Shares 8,488 Est. Cost $36.81 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $318 Shares 14,287 Est. Cost $52.11 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $301 Shares 1,532 Est. Cost $128.76 Unrealized +68.6%
IJJ ISHARES S&P MID CAP VALUE ETF 0.0%
Value ($000) $281 Shares 2,789 Est. Cost $107.86 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $280 Shares 4,325 Est. Cost $32.35 Unrealized +97.2%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $278 Shares 11,400 Est. Cost $15.54 Unrealized +46.3%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $274 Shares 5,142 Est. Cost $27.45 Unrealized +115.6%
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $271 Shares 2,474 Est. Cost $155.33 Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $253 Shares 2,066 Est. Cost $122.38 Unrealized +1.8%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $236 Shares 4,875 Est. Cost $24.81 Unrealized +92.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $226 Shares 830 Est. Cost $282.96 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $221 Shares 1,449 Est. Cost $78.34 Unrealized +99.2%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $214 Shares 2,429 Est. Cost $62.81 Unrealized +33.0%
OKE ONEOK INC COM 0.0%
Value ($000) $207 Shares 3,266 Est. Cost $57.97 Unrealized 0.0%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $201 Shares 232 Est. Cost $858.21 Unrealized 0.0%
CRLBF CRESCO LABORATORIES INC 0.0%
Value ($000) $23 Shares 11,443 Est. Cost $11.85 Unrealized -85.7%
ANZFF AIR NEW ZEALAND LIMITED 0.0%
Value ($000) $12 Shares 26,315 Est. Cost $0.68 Unrealized -41.8%
USGA U.S. GLOBAL NANOSPACE INC 0.0%
Value ($000) $0 Shares 107,000 Est. Cost $0.00 Unrealized -95.8%
CGTV MEDIA GROUP, INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized