ARCADIA INVESTMENT MANAGEMENT CORP/MI Diversified Active

CIK: 0001016972 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $464,557 (100.0% shares, 0.0% debt)

Holdings (275)

AAPL APPLE INC 4.5%
Value ($000) $21,094 Shares 182,146 Est. Cost $84.30 Unrealized +25.7%
SYK STRYKER CORPORATION 4.5%
Value ($000) $20,788 Shares 99,767 Est. Cost $96.16 Unrealized +91.0%
TMO THERMO FISHER SCIENTIFIC INC 4.1%
Value ($000) $19,256 Shares 43,614 Est. Cost $134.06 Unrealized +203.9%
ACN ACCENTURE PLC IRELAND 3.1%
Value ($000) $14,462 Shares 63,992 Est. Cost $67.67 Unrealized +213.7%
ITW ILLINOIS TOOL WKS INC 3.0%
Value ($000) $13,820 Shares 71,526 Est. Cost $56.43 Unrealized +196.5%
COST COSTCO WHSL CORP NEW 2.9%
Value ($000) $13,359 Shares 37,631 Est. Cost $92.56 Unrealized +233.9%
SBUX STARBUCKS CORP 2.8%
Value ($000) $13,196 Shares 153,586 Est. Cost $35.42 Unrealized +99.9%
MSFT MICROSOFT CORP 2.8%
Value ($000) $13,123 Shares 62,392 Est. Cost $100.47 Unrealized +99.8%
MINT PIMCO ETF TR 2.7%
Value ($000) $12,683 Shares 124,395 Est. Cost $101.49 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 2.7%
Value ($000) $12,377 Shares 123,707 Est. Cost $48.40 Unrealized +90.1%
AMZN AMAZON COM INC 2.6%
Value ($000) $12,126 Shares 3,851 Est. Cost $78.37 Unrealized +101.2%
ADBE ADOBE SYSTEMS INCORPORATED 2.6%
Value ($000) $11,887 Shares 24,238 Est. Cost $62.94 Unrealized +639.0%
V VISA INC 2.3%
Value ($000) $10,543 Shares 52,721 Est. Cost $107.26 Unrealized +79.2%
AVGO BROADCOM INC 2.3%
Value ($000) $10,532 Shares 28,908 Est. Cost $20.15 Unrealized +47.1%
MPWR MONOLITHIC PWR SYS INC 2.2%
Value ($000) $10,029 Shares 35,869 Est. Cost $98.20 Unrealized +154.7%
EL LAUDER ESTEE COS INC 2.1%
Value ($000) $9,946 Shares 45,572 Est. Cost $60.50 Unrealized +215.4%
ECL ECOLAB INC 2.0%
Value ($000) $9,478 Shares 47,428 Est. Cost $78.25 Unrealized +140.8%
PANW PALO ALTO NETWORKS INC 2.0%
Value ($000) $9,473 Shares 38,705 Est. Cost $24.66 Unrealized +68.7%
VEEV VEEVA SYS INC 1.9%
Value ($000) $9,051 Shares 32,189 Est. Cost $161.20 Unrealized +63.5%
INTU INTUIT 1.9%
Value ($000) $8,891 Shares 27,255 Est. Cost $56.34 Unrealized +437.2%
BDX BECTON DICKINSON & CO 1.9%
Value ($000) $8,681 Shares 37,310 Est. Cost $102.33 Unrealized +120.2%
PYPL PAYPAL HLDGS INC 1.8%
Value ($000) $8,146 Shares 41,344 Est. Cost $111.96 Unrealized +67.8%
ORLY OREILLY AUTOMOTIVE INC 1.7%
Value ($000) $7,947 Shares 17,235 Est. Cost $7.38 Unrealized +311.9%
APD AIR PRODS & CHEMS INC 1.6%
Value ($000) $7,209 Shares 24,203 Est. Cost $81.46 Unrealized +209.0%
GOOGL ALPHABET INC 1.5%
Value ($000) $7,089 Shares 4,837 Est. Cost $39.13 Unrealized +93.3%
HD HOME DEPOT INC 1.4%
Value ($000) $6,694 Shares 24,105 Est. Cost $130.33 Unrealized +82.4%
NOW SERVICENOW INC 1.4%
Value ($000) $6,281 Shares 12,950 Est. Cost $59.72 Unrealized +49.5%
BMY BRISTOL-MYERS SQUIBB CO 1.2%
Value ($000) $5,399 Shares 89,556 Est. Cost $48.55 Unrealized +0.1%
TSCO TRACTOR SUPPLY CO 1.2%
Value ($000) $5,353 Shares 37,348 Est. Cost $14.83 Unrealized +77.8%
FAST FASTENAL CO 1.1%
Value ($000) $5,265 Shares 116,768 Est. Cost $11.36 Unrealized +76.6%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $5,135 Shares 51,217 Est. Cost $85.46 Unrealized +7.5%
SJNK SPDR SER TR 1.1%
Value ($000) $5,111 Shares 197,571 Est. Cost $27.11 Unrealized
TT TRANE TECHNOLOGIES PLC 1.1%
Value ($000) $4,897 Shares 40,385 Est. Cost $91.63 Unrealized +14.2%
DHR DANAHER CORPORATION 1.0%
Value ($000) $4,606 Shares 21,391 Est. Cost $49.58 Unrealized +250.4%
FTV FORTIVE CORP 1.0%
Value ($000) $4,573 Shares 60,005 Est. Cost $32.36 Unrealized +37.7%
NFLX NETFLIX INC 1.0%
Value ($000) $4,493 Shares 8,986 Est. Cost $26.37 Unrealized +88.7%
WSO WATSCO INC 1.0%
Value ($000) $4,491 Shares 19,285 Est. Cost $158.52 Unrealized +42.1%
GOOG ALPHABET INC 1.0%
Value ($000) $4,481 Shares 3,049 Est. Cost $35.68 Unrealized +112.2%
VFC V F CORP 0.9%
Value ($000) $4,254 Shares 60,554 Est. Cost $51.95 Unrealized +24.3%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $3,912 Shares 68,089 Est. Cost $38.05 Unrealized +27.6%
DLR DIGITAL RLTY TR INC 0.8%
Value ($000) $3,886 Shares 26,481 Est. Cost $55.88 Unrealized +122.2%
BSV VANGUARD BD INDEX FDS 0.8%
Value ($000) $3,596 Shares 43,300 Est. Cost $81.64 Unrealized
CBRE CBRE GROUP INC 0.8%
Value ($000) $3,499 Shares 74,487 Est. Cost $28.74 Unrealized +58.8%
BWXT BWX TECHNOLOGIES INC 0.7%
Value ($000) $3,195 Shares 56,737 Est. Cost $52.16 Unrealized +0.6%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $3,156 Shares 22,628 Est. Cost $81.94 Unrealized +52.5%
KMX CARMAX INC 0.6%
Value ($000) $2,810 Shares 30,576 Est. Cost $48.25 Unrealized +107.0%
EEMA ISHARES INC 0.6%
Value ($000) $2,612 Shares 34,973 Est. Cost $71.88 Unrealized
ZTS ZOETIS INC 0.6%
Value ($000) $2,561 Shares 15,486 Est. Cost $76.79 Unrealized +91.1%
IWM ISHARES TR 0.5%
Value ($000) $2,547 Shares 17,006 Est. Cost $138.97 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $2,449 Shares 7,288 Est. Cost $261.52 Unrealized
MKTX MARKETAXESS HLDGS INC 0.5%
Value ($000) $2,431 Shares 5,048 Est. Cost $364.15 Unrealized +27.8%
RVTY PERKINELMER INC 0.4%
Value ($000) $1,970 Shares 15,695 Est. Cost $45.12 Unrealized +151.7%
TEXAS PAC LD TR 0.4%
Value ($000) $1,806 Shares 4,000 Est. Cost $451.50 Unrealized
MASI MASIMO CORP 0.4%
Value ($000) $1,782 Shares 7,548 Est. Cost $177.90 Unrealized +26.0%
CGNX COGNEX CORP 0.4%
Value ($000) $1,687 Shares 25,921 Est. Cost $38.38 Unrealized +58.8%
ORCL ORACLE CORP 0.3%
Value ($000) $1,624 Shares 27,200 Est. Cost $29.60 Unrealized +78.2%
COOPER COS INC 0.3%
Value ($000) $1,601 Shares 4,750 Est. Cost $192.16 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,572 Shares 36,344 Est. Cost $39.93 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,571 Shares 4,692 Est. Cost $246.88 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,496 Shares 13,749 Est. Cost $47.91 Unrealized +92.7%
CITRIX SYS INC 0.3%
Value ($000) $1,484 Shares 10,775 Est. Cost $80.71 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,390 Shares 21,840 Est. Cost $64.44 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,381 Shares 9,967 Est. Cost $57.78 Unrealized +99.3%
SITE SITEONE LANDSCAPE SUPPLY INC 0.3%
Value ($000) $1,368 Shares 11,220 Est. Cost $85.22 Unrealized +40.5%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,361 Shares 9,790 Est. Cost $80.65 Unrealized +44.3%
ILMN ILLUMINA INC 0.3%
Value ($000) $1,241 Shares 4,015 Est. Cost $310.19 Unrealized +11.1%
ABBV ABBVIE INC 0.2%
Value ($000) $1,155 Shares 13,190 Est. Cost $37.38 Unrealized +104.1%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $1,100 Shares 60,000 Est. Cost $12.54 Unrealized
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $1,066 Shares 87,194 Est. Cost $21.40 Unrealized -40.8%
CERNER CORP 0.2%
Value ($000) $1,013 Shares 14,015 Est. Cost $63.97 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $998 Shares 6,150 Est. Cost $101.42 Unrealized +29.3%
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $992 Shares 5,125 Est. Cost $108.94 Unrealized +51.1%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $988 Shares 5,330 Est. Cost $161.04 Unrealized +9.8%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $980 Shares 8,400 Est. Cost $80.36 Unrealized
STERICYCLE INC 0.2%
Value ($000) $977 Shares 15,500 Est. Cost $63.03 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $911 Shares 891 Est. Cost $99.42 Unrealized 0.0%
AMGN AMGEN INC 0.2%
Value ($000) $882 Shares 3,470 Est. Cost $165.72 Unrealized +26.4%
PFE PFIZER INC 0.2%
Value ($000) $839 Shares 22,854 Est. Cost $20.94 Unrealized +29.5%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $763 Shares 446 Est. Cost $1927.71 Unrealized -10.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $747 Shares 5,017 Est. Cost $80.44 Unrealized +57.9%
WTRG ESSENTIAL UTILS INC 0.2%
Value ($000) $740 Shares 18,380 Est. Cost $45.40 Unrealized -5.4%
SMG SCOTTS MIRACLE GRO CO 0.2%
Value ($000) $703 Shares 4,600 Est. Cost $81.91 Unrealized +53.4%
ZS ZSCALER INC 0.1%
Value ($000) $688 Shares 4,890 Est. Cost $92.98 Unrealized +39.6%
AGG ISHARES TR 0.1%
Value ($000) $679 Shares 5,750 Est. Cost $115.13 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $642 Shares 11,000 Est. Cost $52.38 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $639 Shares 6,635 Est. Cost $43.49 Unrealized +96.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $621 Shares 39,316 Est. Cost $33.76 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $606 Shares 1,680 Est. Cost $96.34 Unrealized +250.2%
STT STATE STR CORP 0.1%
Value ($000) $581 Shares 9,800 Est. Cost $44.76 Unrealized +21.8%
TRMB TRIMBLE INC 0.1%
Value ($000) $534 Shares 10,975 Est. Cost $34.80 Unrealized +37.3%
IWO ISHARES TR 0.1%
Value ($000) $531 Shares 2,397 Est. Cost $168.63 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $523 Shares 5,773 Est. Cost $40.11 Unrealized +99.4%
META FACEBOOK INC 0.1%
Value ($000) $519 Shares 1,980 Est. Cost $167.75 Unrealized +52.7%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $511 Shares 23,500 Est. Cost $22.75 Unrealized
FLO FLOWERS FOODS INC 0.1%
Value ($000) $491 Shares 20,199 Est. Cost $13.18 Unrealized +41.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $468 Shares 2,134 Est. Cost $77.47 Unrealized +134.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $466 Shares 1,374 Est. Cost $265.77 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $466 Shares 1,400 Est. Cost $19.64 Unrealized +271.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $420 Shares 11,700 Est. Cost $77.09 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $374 Shares 3,860 Est. Cost $44.09 Unrealized +77.1%
MMM 3M CO 0.1%
Value ($000) $368 Shares 2,300 Est. Cost $67.06 Unrealized +64.6%
IWF ISHARES TR 0.1%
Value ($000) $349 Shares 1,610 Est. Cost $129.45 Unrealized
FISV FISERV INC 0.1%
Value ($000) $340 Shares 3,300 Est. Cost $49.98 Unrealized +99.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $332 Shares 2,817 Est. Cost $53.32 Unrealized +78.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $286 Shares 8,336 Est. Cost $54.29 Unrealized -40.5%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $284 Shares 6,350 Est. Cost $45.75 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $271 Shares 6,892 Est. Cost $51.77 Unrealized
RPM RPM INTL INC 0.1%
Value ($000) $256 Shares 3,085 Est. Cost $40.39 Unrealized +102.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $250 Shares 4,200 Est. Cost $31.70 Unrealized +34.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $250 Shares 3,478 Est. Cost $71.79 Unrealized -7.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $234 Shares 762 Est. Cost $229.33 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $229 Shares 1,583 Est. Cost $53.22 Unrealized +140.2%
MRK MERCK & CO. INC 0.0%
Value ($000) $216 Shares 2,600 Est. Cost $57.05 Unrealized +15.6%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $213 Shares 2,375 Est. Cost $100.77 Unrealized -10.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $211 Shares 1,600 Est. Cost $44.18 Unrealized +176.4%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $204 Shares 1,200 Est. Cost $165.04 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $197 Shares 1,410 Est. Cost $26.16 Unrealized +57.9%
GRMN GARMIN LTD 0.0%
Value ($000) $190 Shares 2,000 Est. Cost $84.98 Unrealized +4.5%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $177 Shares 11,750 Est. Cost $10.30 Unrealized
BLACKROCK MUNIYLD MICH QLTY 0.0%
Value ($000) $170 Shares 12,151 Est. Cost $13.28 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $169 Shares 980 Est. Cost $121.43 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $162 Shares 2,000 Est. Cost $81.00 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $159 Shares 6,752 Est. Cost $35.45 Unrealized -38.4%
SPDR SER TR 0.0%
Value ($000) $158 Shares 2,595 Est. Cost $89.45 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $157 Shares 2,000 Est. Cost $26.81 Unrealized +42.7%
CME CME GROUP INC 0.0%
Value ($000) $157 Shares 940 Est. Cost $63.83 Unrealized +113.5%
MDYG SPDR SER TR 0.0%
Value ($000) $155 Shares 2,703 Est. Cost $83.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $151 Shares 710 Est. Cost $146.33 Unrealized +39.8%
ABIOMED INC 0.0%
Value ($000) $149 Shares 537 Est. Cost $277.47 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $149 Shares 2,355 Est. Cost $56.12 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $143 Shares 485 Est. Cost $173.90 Unrealized
BLACKROCK INC 0.0%
Value ($000) $141 Shares 250 Est. Cost $564.00 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $136 Shares 16,500 Est. Cost $5.58 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $125 Shares 750 Est. Cost $75.14 Unrealized +56.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $120 Shares 985 Est. Cost $95.28 Unrealized -1.5%
CDW CDW CORP 0.0%
Value ($000) $120 Shares 1,000 Est. Cost $62.44 Unrealized +71.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $118 Shares 550 Est. Cost $98.05 Unrealized +83.5%
HOLLYFRONTIER CORP 0.0%
Value ($000) $118 Shares 6,000 Est. Cost $51.17 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $115 Shares 9,562 Est. Cost $36.41 Unrealized -63.8%
NEM NEWMONT CORP 0.0%
Value ($000) $114 Shares 1,800 Est. Cost $37.89 Unrealized +45.5%
LOW LOWES COS INC 0.0%
Value ($000) $110 Shares 662 Est. Cost $104.45 Unrealized +33.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $108 Shares 1,400 Est. Cost $53.84 Unrealized +25.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $107 Shares 2,725 Est. Cost $21.35 Unrealized +73.6%
URI UNITED RENTALS INC 0.0%
Value ($000) $107 Shares 614 Est. Cost $74.06 Unrealized +119.8%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $107 Shares 7,335 Est. Cost $14.04 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $107 Shares 365 Est. Cost $262.12 Unrealized 0.0%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $105 Shares 8,230 Est. Cost $12.39 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $104 Shares 2,000 Est. Cost $25.10 Unrealized +85.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $100 Shares 500 Est. Cost $160.37 Unrealized +11.6%
SYY SYSCO CORP 0.0%
Value ($000) $100 Shares 1,608 Est. Cost $50.92 Unrealized -1.0%
KNX KNIGHT SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $98 Shares 2,400 Est. Cost $34.80 Unrealized +19.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $97 Shares 400 Est. Cost $93.40 Unrealized +132.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $94 Shares 900 Est. Cost $60.74 Unrealized +42.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $92 Shares 1,850 Est. Cost $41.74 Unrealized +5.4%
IWB ISHARES TR 0.0%
Value ($000) $90 Shares 480 Est. Cost $147.92 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $88 Shares 1,600 Est. Cost $55.00 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $86 Shares 600 Est. Cost $73.07 Unrealized +70.9%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $85 Shares 10,000 Est. Cost $8.30 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $85 Shares 700 Est. Cost $107.14 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $34.25 Unrealized +0.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $82 Shares 1,255 Est. Cost $56.18 Unrealized +4.6%
KO COCA COLA CO 0.0%
Value ($000) $74 Shares 1,500 Est. Cost $29.72 Unrealized +37.3%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $74 Shares 600 Est. Cost $104.36 Unrealized +28.9%
DIS DISNEY WALT CO 0.0%
Value ($000) $74 Shares 600 Est. Cost $119.22 Unrealized +2.4%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $35.51 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $73 Shares 600 Est. Cost $89.30 Unrealized +20.3%
WELL WELLTOWER INC 0.0%
Value ($000) $72 Shares 1,301 Est. Cost $50.81 Unrealized -7.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $71 Shares 200 Est. Cost $201.89 Unrealized +60.6%
CCJ CAMECO CORP 0.0%
Value ($000) $71 Shares 7,000 Est. Cost $9.03 Unrealized +17.8%
BAND BANDWIDTH INC 0.0%
Value ($000) $70 Shares 400 Est. Cost $148.05 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $70 Shares 751 Est. Cost $42.85 Unrealized +98.9%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $64 Shares 805 Est. Cost $73.65 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $62 Shares 115 Est. Cost $2.88 Unrealized +302.5%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $61 Shares 600 Est. Cost $71.28 Unrealized +15.9%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $60 Shares 1,250 Est. Cost $43.25 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $45.26 Unrealized +30.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $58 Shares 2,000 Est. Cost $22.27 Unrealized -1.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $58 Shares 907 Est. Cost $53.25 Unrealized -5.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $57 Shares 1,664 Est. Cost $60.86 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $57 Shares 1,018 Est. Cost $38.39 Unrealized +30.4%
IJR ISHARES TR 0.0%
Value ($000) $54 Shares 770 Est. Cost $64.45 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $54 Shares 428 Est. Cost $113.81 Unrealized 0.0%
ELV ANTHEM INC 0.0%
Value ($000) $54 Shares 200 Est. Cost $249.81 Unrealized +0.1%
FMC F M C CORP 0.0%
Value ($000) $53 Shares 503 Est. Cost $90.74 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $53 Shares 688 Est. Cost $10.66 Unrealized +115.4%
SNPS SYNOPSYS INC 0.0%
Value ($000) $53 Shares 250 Est. Cost $127.63 Unrealized +59.5%
RENEWABLE ENERGY GROUP INC 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $12.00 Unrealized
CORE LABORATORIES N V 0.0%
Value ($000) $52 Shares 3,398 Est. Cost $149.02 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $51 Shares 620 Est. Cost $79.03 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $48 Shares 246 Est. Cost $69.65 Unrealized +136.7%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $47 Shares 375 Est. Cost $125.33 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $46 Shares 730 Est. Cost $66.49 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $45 Shares 1,050 Est. Cost $39.22 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $45 Shares 390 Est. Cost $99.96 Unrealized +15.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $45 Shares 1,875 Est. Cost $24.00 Unrealized
BP BP PLC 0.0%
Value ($000) $44 Shares 2,500 Est. Cost $40.09 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $44 Shares 320 Est. Cost $103.38 Unrealized +20.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $43 Shares 618 Est. Cost $24.05 Unrealized +139.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $59.68 Unrealized -28.6%
MDYV SPDR SER TR 0.0%
Value ($000) $43 Shares 986 Est. Cost $73.53 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $42 Shares 453 Est. Cost $80.92 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $42 Shares 200 Est. Cost $82.95 Unrealized +127.8%
AGZD WISDOMTREE TR 0.0%
Value ($000) $42 Shares 900 Est. Cost $48.60 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $42 Shares 250 Est. Cost $96.59 Unrealized +33.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $42 Shares 200 Est. Cost $115.73 Unrealized +57.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $41 Shares 733 Est. Cost $23.79 Unrealized -11.4%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $32.82 Unrealized +7.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $41 Shares 122 Est. Cost $94.67 Unrealized +233.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $41 Shares 146 Est. Cost $157.53 Unrealized
T AT&T INC 0.0%
Value ($000) $40 Shares 1,400 Est. Cost $12.28 Unrealized +26.7%
IAT ISHARES TR 0.0%
Value ($000) $39 Shares 1,200 Est. Cost $34.17 Unrealized
NKE NIKE INC 0.0%
Value ($000) $39 Shares 314 Est. Cost $57.56 Unrealized +73.1%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $39 Shares 500 Est. Cost $56.07 Unrealized +21.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $38 Shares 400 Est. Cost $54.31 Unrealized +50.6%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $36 Shares 6,000 Est. Cost $15.04 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $32.91 Unrealized +0.3%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $14.00 Unrealized
SPHR MADISON SQUARE GRDN ENTERTNM 0.0%
Value ($000) $34 Shares 500 Est. Cost $33.31 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $34 Shares 700 Est. Cost $33.55 Unrealized +22.9%
YORW YORK WTR CO 0.0%
Value ($000) $34 Shares 800 Est. Cost $28.55 Unrealized +43.0%
GNTX GENTEX CORP 0.0%
Value ($000) $33 Shares 1,266 Est. Cost $19.05 Unrealized +39.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $32 Shares 45 Est. Cost $109.76 Unrealized +104.6%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $31 Shares 202 Est. Cost $113.86 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $31 Shares 125 Est. Cost $107.60 Unrealized +101.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $17.13 Unrealized +53.9%
ETN EATON CORP PLC 0.0%
Value ($000) $31 Shares 300 Est. Cost $71.40 Unrealized +24.9%
LLY LILLY ELI & CO 0.0%
Value ($000) $30 Shares 200 Est. Cost $108.01 Unrealized +35.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $29 Shares 500 Est. Cost $54.61 Unrealized -1.7%
MPC MARATHON PETE CORP 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $44.26 Unrealized -31.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $29 Shares 896 Est. Cost $42.40 Unrealized -26.4%
IAGG ISHARES TR 0.0%
Value ($000) $28 Shares 500 Est. Cost $52.00 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $28 Shares 100 Est. Cost $230.00 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $26 Shares 675 Est. Cost $43.34 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $12.11 Unrealized -16.4%
GENERAL ELECTRIC CO 0.0%
Value ($000) $25 Shares 4,000 Est. Cost $10.50 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $22 Shares 450 Est. Cost $33.14 Unrealized
WLK WESTLAKE CHEM CORP 0.0%
Value ($000) $22 Shares 350 Est. Cost $55.73 Unrealized -2.7%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $21 Shares 300 Est. Cost $154.44 Unrealized -54.8%
GVI ISHARES TR 0.0%
Value ($000) $21 Shares 182 Est. Cost $109.89 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $20 Shares 568 Est. Cost $22.27 Unrealized +49.5%
USB US BANCORP DEL 0.0%
Value ($000) $19 Shares 540 Est. Cost $35.09 Unrealized -17.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $19 Shares 50 Est. Cost $208.16 Unrealized +58.1%
CMA COMERICA INC 0.0%
Value ($000) $18 Shares 465 Est. Cost $52.81 Unrealized -43.7%
MERIDIAN BIOSCIENCE INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $14.00 Unrealized
SPRING BK PHARMACEUTICALS IN 0.0%
Value ($000) $16 Shares 12,000 Est. Cost $3.67 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $16 Shares 250 Est. Cost $47.48 Unrealized +18.9%
GRUBHUB INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $40.00 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $14 Shares 400 Est. Cost $44.00 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $13 Shares 900 Est. Cost $8.45 Unrealized +1.3%
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $13 Shares 385 Est. Cost $34.99 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $13 Shares 365 Est. Cost $31.60 Unrealized +5.4%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 304 Est. Cost $46.05 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $12 Shares 213 Est. Cost $51.03 Unrealized +4.5%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.50 Unrealized 0.0%
JNK SPDR SER TR 0.0%
Value ($000) $9 Shares 91 Est. Cost $108.91 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $51.97 Unrealized +60.4%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $9 Shares 883 Est. Cost $11.33 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $9 Shares 186 Est. Cost $27.32 Unrealized +37.7%
EVOFEM BIOSCIENCES INC 0.0%
Value ($000) $7 Shares 3,000 Est. Cost $2.67 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.14 Unrealized -21.3%
RPT REALTY 0.0%
Value ($000) $7 Shares 1,200 Est. Cost $11.67 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $7 Shares 35 Est. Cost $171.43 Unrealized
ANAPLAN INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
CHINA PETROLEUM & CHEMICAL C 0.0%
Value ($000) $5 Shares 130 Est. Cost $76.92 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $5 Shares 204 Est. Cost $63.63 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $4 Shares 21 Est. Cost $190.48 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.59 Unrealized +45.8%
ETF MANAGERS TR 0.0%
Value ($000) $3 Shares 300 Est. Cost $32.32 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 3 Est. Cost $602.99 Unrealized 0.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $29.07 Unrealized -28.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $180.55 Unrealized -12.9%
MOLECULAR TEMPLATES INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.11 Unrealized
BA BOEING CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $126.35 Unrealized +34.9%
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $58.51 Unrealized +39.8%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $12.27 Unrealized