BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 4, 2020

Total Value ($000): $211,721 (100.0% shares, 0.0% debt)

Holdings (236)

MSFT MICROSOFT CORP 4.4%
Value ($000) $9,214 Shares 58,427 Est. Cost $42.73 Unrealized +225.8%
JPM JPMORGAN CHASE & CO 4.3%
Value ($000) $9,064 Shares 65,020 Est. Cost $95.08 Unrealized +14.3%
FORTY SEVEN INC 4.2%
Value ($000) $8,899 Shares 226,034 Est. Cost $15.72 Unrealized
DHR DANAHER CORPORATION 4.0%
Value ($000) $8,370 Shares 54,534 Est. Cost $50.65 Unrealized +142.8%
CVS CVS HEALTH CORP 3.9%
Value ($000) $8,235 Shares 110,851 Est. Cost $52.19 Unrealized +10.7%
MPC MARATHON PETE CORP 3.7%
Value ($000) $7,748 Shares 128,595 Est. Cost $48.13 Unrealized +7.3%
HON HONEYWELL INTL INC 3.3%
Value ($000) $6,899 Shares 38,975 Est. Cost $78.37 Unrealized +83.6%
QCOM QUALCOMM INC 3.2%
Value ($000) $6,776 Shares 76,800 Est. Cost $62.73 Unrealized +16.1%
MRK MERCK & CO INC 3.2%
Value ($000) $6,734 Shares 74,041 Est. Cost $65.47 Unrealized +3.2%
WY WEYERHAEUSER CO 3.1%
Value ($000) $6,529 Shares 216,189 Est. Cost $18.68 Unrealized +23.7%
GOOGL ALPHABET INC 3.0%
Value ($000) $6,438 Shares 4,807 Est. Cost $58.78 Unrealized +8.9%
ISHARES GOLD TRUST 2.8%
Value ($000) $6,002 Shares 413,942 Est. Cost $14.10 Unrealized
V VISA INC 2.7%
Value ($000) $5,735 Shares 30,520 Est. Cost $170.31 Unrealized +1.3%
BAC BANK AMER CORP 2.6%
Value ($000) $5,559 Shares 157,832 Est. Cost $23.56 Unrealized +17.9%
NVDA NVIDIA CORP 2.6%
Value ($000) $5,443 Shares 23,131 Est. Cost $5.15 Unrealized +0.4%
NVS NOVARTIS A G 2.5%
Value ($000) $5,238 Shares 55,321 Est. Cost $86.90 Unrealized
MDLZ MONDELEZ INTL INC 2.3%
Value ($000) $4,773 Shares 86,657 Est. Cost $33.51 Unrealized +36.9%
FEZ SPDR INDEX SHS FDS 2.1%
Value ($000) $4,512 Shares 110,605 Est. Cost $40.79 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $4,421 Shares 15,056 Est. Cost $20.20 Unrealized +207.0%
CEF SPROTT PHYSICAL GOLD & SILVE 2.0%
Value ($000) $4,173 Shares 284,665 Est. Cost $14.17 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 2.0%
Value ($000) $4,171 Shares 21,079 Est. Cost $180.46 Unrealized -1.6%
BDX BECTON DICKINSON & CO 2.0%
Value ($000) $4,152 Shares 15,267 Est. Cost $115.96 Unrealized +95.3%
DD DUPONT DE NEMOURS INC 2.0%
Value ($000) $4,129 Shares 64,316 Est. Cost $25.91 Unrealized -5.4%
SONY SONY CORP 1.9%
Value ($000) $4,127 Shares 60,695 Est. Cost $44.92 Unrealized
BLACKROCK INC 1.9%
Value ($000) $4,100 Shares 8,156 Est. Cost $447.36 Unrealized
IBB ISHARES TR 1.9%
Value ($000) $4,082 Shares 33,876 Est. Cost $111.81 Unrealized
DOW DOW INC 1.9%
Value ($000) $4,041 Shares 73,843 Est. Cost $36.38 Unrealized +0.9%
STZ CONSTELLATION BRANDS INC 1.8%
Value ($000) $3,811 Shares 20,083 Est. Cost $180.50 Unrealized -5.4%
PANW PALO ALTO NETWORKS INC 1.8%
Value ($000) $3,752 Shares 16,226 Est. Cost $23.66 Unrealized +59.9%
EPD ENTERPRISE PRODS PARTNERS L 1.7%
Value ($000) $3,633 Shares 129,005 Est. Cost $29.66 Unrealized
PYPL PAYPAL HLDGS INC 1.7%
Value ($000) $3,505 Shares 32,407 Est. Cost $109.90 Unrealized -5.4%
PLD PROLOGIS INC 1.5%
Value ($000) $3,076 Shares 34,505 Est. Cost $69.27 Unrealized +7.8%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $2,766 Shares 22,948 Est. Cost $89.26 Unrealized +0.5%
ROYAL DUTCH SHELL PLC 1.0%
Value ($000) $2,203 Shares 37,355 Est. Cost $61.95 Unrealized
C CITIGROUP INC 0.9%
Value ($000) $1,885 Shares 23,600 Est. Cost $42.74 Unrealized +38.7%
FMC F M C CORP 0.8%
Value ($000) $1,657 Shares 16,600 Est. Cost $70.63 Unrealized +10.0%
BX BLACKSTONE GROUP INC 0.8%
Value ($000) $1,589 Shares 28,400 Est. Cost $39.22 Unrealized +7.3%
WMB WILLIAMS COS INC DEL 0.7%
Value ($000) $1,510 Shares 63,680 Est. Cost $18.36 Unrealized -11.4%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $1,321 Shares 8,275 Est. Cost $47.83 Unrealized +151.2%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,271 Shares 19,541 Est. Cost $45.38 Unrealized +3.9%
AMGN AMGEN INC 0.5%
Value ($000) $994 Shares 4,124 Est. Cost $102.61 Unrealized +78.0%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $804 Shares 5,624 Est. Cost $138.87 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $765 Shares 2,735 Est. Cost $184.72 Unrealized +38.4%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $759 Shares 1,950 Est. Cost $197.65 Unrealized +64.3%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $752 Shares 12,650 Est. Cost $52.95 Unrealized
RCMT RCM TECHNOLOGIES INC 0.3%
Value ($000) $727 Shares 242,236 Est. Cost $4.71 Unrealized -39.1%
TOTAL S A 0.3%
Value ($000) $727 Shares 13,150 Est. Cost $52.02 Unrealized
CTRA CABOT OIL & GAS CORP 0.3%
Value ($000) $585 Shares 33,600 Est. Cost $14.36 Unrealized -8.9%
GOOG ALPHABET INC 0.3%
Value ($000) $560 Shares 419 Est. Cost $58.73 Unrealized +9.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $538 Shares 3,688 Est. Cost $95.79 Unrealized +19.1%
UNILEVER N V 0.2%
Value ($000) $483 Shares 8,400 Est. Cost $56.25 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $482 Shares 3,528 Est. Cost $118.48 Unrealized
BP BP PLC 0.2%
Value ($000) $476 Shares 12,625 Est. Cost $37.68 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $470 Shares 4,975 Est. Cost $55.41 Unrealized +10.4%
DIREXION SHS ETF TR 0.2%
Value ($000) $418 Shares 12,000 Est. Cost $27.86 Unrealized
FIREEYE INC 0.2%
Value ($000) $402 Shares 24,320 Est. Cost $13.33 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $343 Shares 5,251 Est. Cost $61.13 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $334 Shares 12,850 Est. Cost $18.06 Unrealized -9.7%
GTLS CHART INDS INC 0.1%
Value ($000) $310 Shares 4,600 Est. Cost $60.48 Unrealized -3.3%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $272 Shares 2,215 Est. Cost $79.87 Unrealized +35.2%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $262 Shares 20,000 Est. Cost $10.23 Unrealized 0.0%
AA ALCOA CORP 0.1%
Value ($000) $253 Shares 11,750 Est. Cost $19.77 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $250 Shares 3,850 Est. Cost $50.88 Unrealized +0.8%
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $248 Shares 9,690 Est. Cost $20.78 Unrealized -8.0%
IWP ISHARES TR 0.1%
Value ($000) $238 Shares 1,558 Est. Cost $135.43 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $237 Shares 1,350 Est. Cost $151.11 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $211 Shares 1,485 Est. Cost $104.76 Unrealized -0.5%
DIREXION SHS ETF TR 0.1%
Value ($000) $211 Shares 6,000 Est. Cost $47.00 Unrealized
BLACKROCK CR ALLCTN INC TR 0.1%
Value ($000) $210 Shares 15,000 Est. Cost $13.60 Unrealized
TFX TELEFLEX INC 0.1%
Value ($000) $198 Shares 525 Est. Cost $335.71 Unrealized -1.1%
META FACEBOOK INC 0.1%
Value ($000) $197 Shares 960 Est. Cost $189.69 Unrealized +1.4%
GENERAL ELECTRIC CO 0.1%
Value ($000) $194 Shares 17,340 Est. Cost $20.39 Unrealized
XILINX INC 0.1%
Value ($000) $186 Shares 1,900 Est. Cost $97.89 Unrealized
TROX TRONOX HOLDINGS PLC 0.1%
Value ($000) $185 Shares 16,229 Est. Cost $10.58 Unrealized -5.5%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $173 Shares 2,748 Est. Cost $66.23 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $160 Shares 12,500 Est. Cost $12.98 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $158 Shares 2,945 Est. Cost $48.90 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $156 Shares 1,300 Est. Cost $97.48 Unrealized +2.0%
TIFFANY & CO NEW 0.1%
Value ($000) $155 Shares 1,158 Est. Cost $105.35 Unrealized
CALIFORNIA RES CORP 0.1%
Value ($000) $147 Shares 16,250 Est. Cost $10.22 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $146 Shares 2,925 Est. Cost $46.77 Unrealized
BWFG BANKWELL FINL GROUP INC 0.1%
Value ($000) $144 Shares 5,000 Est. Cost $22.90 Unrealized +5.4%
TGT TARGET CORP 0.1%
Value ($000) $141 Shares 1,100 Est. Cost $80.37 Unrealized +24.2%
KO COCA COLA CO 0.1%
Value ($000) $136 Shares 2,460 Est. Cost $43.96 Unrealized +1.3%
CC CHEMOURS CO 0.1%
Value ($000) $129 Shares 7,150 Est. Cost $35.27 Unrealized -63.1%
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $120 Shares 3,740 Est. Cost $20.45 Unrealized +7.7%
PSX PHILLIPS 66 0.1%
Value ($000) $117 Shares 1,050 Est. Cost $73.22 Unrealized +19.3%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $110 Shares 800 Est. Cost $109.72 Unrealized -0.9%
TIP ISHARES TR 0.1%
Value ($000) $108 Shares 930 Est. Cost $116.13 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $107 Shares 800 Est. Cost $112.51 Unrealized 0.0%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $100 Shares 1,197 Est. Cost $84.38 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $100 Shares 54 Est. Cost $92.73 Unrealized -4.5%
IWN ISHARES TR 0.0%
Value ($000) $97 Shares 757 Est. Cost $118.89 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $87 Shares 1,703 Est. Cost $51.09 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $87 Shares 529 Est. Cost $151.23 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $85 Shares 1,470 Est. Cost $57.82 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $79 Shares 1,467 Est. Cost $50.44 Unrealized
KAMAN CORP 0.0%
Value ($000) $78 Shares 1,184 Est. Cost $59.32 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $77 Shares 1,543 Est. Cost $27.60 Unrealized +4.3%
WMT WALMART INC 0.0%
Value ($000) $75 Shares 630 Est. Cost $34.46 Unrealized +5.6%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $73 Shares 250 Est. Cost $256.34 Unrealized +5.9%
INTC INTEL CORP 0.0%
Value ($000) $72 Shares 1,200 Est. Cost $43.02 Unrealized +14.5%
HEDJ WISDOMTREE TR 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $67.00 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $71 Shares 1,268 Est. Cost $52.05 Unrealized
OMER OMEROS CORP 0.0%
Value ($000) $68 Shares 4,850 Est. Cost $15.93 Unrealized -8.1%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $68 Shares 630 Est. Cost $21.68 Unrealized +11.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $67 Shares 463 Est. Cost $134.27 Unrealized +1.1%
NFLX NETFLIX INC 0.0%
Value ($000) $65 Shares 200 Est. Cost $31.29 Unrealized -5.2%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $62 Shares 300 Est. Cost $155.01 Unrealized +14.6%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $62 Shares 300 Est. Cost $176.07 Unrealized +1.8%
IWO ISHARES TR 0.0%
Value ($000) $59 Shares 274 Est. Cost $196.75 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $59 Shares 845 Est. Cost $53.76 Unrealized -3.2%
FLR FLUOR CORP NEW 0.0%
Value ($000) $58 Shares 3,050 Est. Cost $32.55 Unrealized -44.9%
AFL AFLAC INC 0.0%
Value ($000) $57 Shares 1,080 Est. Cost $45.37 Unrealized +1.1%
TSN TYSON FOODS INC 0.0%
Value ($000) $55 Shares 600 Est. Cost $71.79 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $37.00 Unrealized +7.9%
NUVEEN NY MUN VALUE FD 0.0%
Value ($000) $49 Shares 4,723 Est. Cost $10.16 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $48 Shares 212 Est. Cost $206.04 Unrealized +5.4%
T AT&T INC 0.0%
Value ($000) $46 Shares 1,185 Est. Cost $17.00 Unrealized +11.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $37.51 Unrealized +1.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $45 Shares 533 Est. Cost $75.52 Unrealized -2.8%
NKE NIKE INC 0.0%
Value ($000) $44 Shares 438 Est. Cost $78.77 Unrealized +10.2%
HD HOME DEPOT INC 0.0%
Value ($000) $44 Shares 200 Est. Cost $187.08 Unrealized +4.2%
TE CONNECTIVITY LTD 0.0%
Value ($000) $41 Shares 423 Est. Cost $92.64 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $37 Shares 346 Est. Cost $101.16 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $35 Shares 896 Est. Cost $27.02 Unrealized -1.1%
TREVENA INC 0.0%
Value ($000) $34 Shares 41,000 Est. Cost $0.93 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $34 Shares 188 Est. Cost $145.81 Unrealized +2.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $33 Shares 242 Est. Cost $129.55 Unrealized -7.9%
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value ($000) $32 Shares 1,250 Est. Cost $27.54 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $32 Shares 150 Est. Cost $186.67 Unrealized
ASCENA RETAIL GROUP INC 0.0%
Value ($000) $32 Shares 4,200 Est. Cost $7.62 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $31 Shares 1,021 Est. Cost $28.40 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $31 Shares 105 Est. Cost $232.85 Unrealized +19.2%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 152 Est. Cost $184.21 Unrealized
ORMP ORAMED PHARM INC 0.0%
Value ($000) $29 Shares 5,627 Est. Cost $3.10 Unrealized +12.5%
SHY ISHARES TR 0.0%
Value ($000) $28 Shares 328 Est. Cost $85.37 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $28 Shares 475 Est. Cost $56.84 Unrealized
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $27 Shares 900 Est. Cost $29.48 Unrealized 0.0%
IYW ISHARES TR 0.0%
Value ($000) $27 Shares 116 Est. Cost $206.90 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 446 Est. Cost $58.30 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 321 Est. Cost $77.88 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $25 Shares 200 Est. Cost $91.84 Unrealized +14.0%
IWS ISHARES TR 0.0%
Value ($000) $25 Shares 260 Est. Cost $88.46 Unrealized
MMM 3M CO 0.0%
Value ($000) $22 Shares 126 Est. Cost $110.63 Unrealized +1.0%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $22 Shares 375 Est. Cost $53.33 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $22 Shares 150 Est. Cost $130.18 Unrealized -1.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 206 Est. Cost $92.23 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $21 Shares 490 Est. Cost $38.78 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 170 Est. Cost $123.53 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $20 Shares 41 Est. Cost $403.56 Unrealized +14.0%
BLUEBIRD BIO INC 0.0%
Value ($000) $20 Shares 225 Est. Cost $88.89 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 299 Est. Cost $60.20 Unrealized
LINDE PLC 0.0%
Value ($000) $18 Shares 87 Est. Cost $195.40 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $18 Shares 215 Est. Cost $58.40 Unrealized +6.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $18 Shares 257 Est. Cost $62.53 Unrealized -5.5%
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $18 Shares 1,750 Est. Cost $14.88 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.33 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $16 Shares 269 Est. Cost $59.48 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $16 Shares 2,500 Est. Cost $7.02 Unrealized -21.8%
ICF ISHARES TR 0.0%
Value ($000) $16 Shares 139 Est. Cost $122.30 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $16 Shares 70 Est. Cost $200.00 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $16 Shares 400 Est. Cost $51.11 Unrealized -39.9%
RWL INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $15 Shares 260 Est. Cost $53.85 Unrealized
FLS FLOWSERVE CORP 0.0%
Value ($000) $15 Shares 300 Est. Cost $41.05 Unrealized +1.8%
PEP PEPSICO INC 0.0%
Value ($000) $14 Shares 101 Est. Cost $109.33 Unrealized +3.1%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $138.28 Unrealized +1.9%
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $13 Shares 500 Est. Cost $23.33 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $13 Shares 303 Est. Cost $24.93 Unrealized +11.1%
DISCOVER FINL SVCS 0.0%
Value ($000) $13 Shares 150 Est. Cost $80.00 Unrealized
BLACKROCK DEBT STRAT FD INC 0.0%
Value ($000) $13 Shares 1,119 Est. Cost $10.72 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $64.61 Unrealized +2.4%
NEOG NEOGEN CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $34.61 Unrealized -5.0%
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $12 Shares 400 Est. Cost $30.00 Unrealized
INTU INTUIT 0.0%
Value ($000) $12 Shares 44 Est. Cost $264.00 Unrealized -4.8%
USB US BANCORP DEL 0.0%
Value ($000) $12 Shares 200 Est. Cost $41.13 Unrealized +7.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $11 Shares 50 Est. Cost $176.52 Unrealized +1.1%
SO SOUTHERN CO 0.0%
Value ($000) $11 Shares 175 Est. Cost $45.27 Unrealized +8.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $11 Shares 163 Est. Cost $70.22 Unrealized -5.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $10 Shares 150 Est. Cost $30.29 Unrealized -3.0%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $10 Shares 80 Est. Cost $100.99 Unrealized +4.2%
KSS KOHLS CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.04 Unrealized +3.7%
VIG VANGUARD GROUP 0.0%
Value ($000) $10 Shares 77 Est. Cost $129.87 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $10 Shares 200 Est. Cost $35.02 Unrealized +11.6%
EEM ISHARES TR 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $9 Shares 100 Est. Cost $72.11 Unrealized +10.5%
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $9 Shares 500 Est. Cost $11.61 Unrealized +10.1%
NTNX NUTANIX INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $23.57 Unrealized +25.3%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $9 Shares 67 Est. Cost $134.33 Unrealized
ZYNGA INC 0.0%
Value ($000) $8 Shares 1,340 Est. Cost $5.97 Unrealized
SIBANYE STILLWATER 0.0%
Value ($000) $8 Shares 795 Est. Cost $5.03 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 50 Est. Cost $143.27 Unrealized -4.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $7 Shares 50 Est. Cost $102.47 Unrealized -2.5%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 111 Est. Cost $54.05 Unrealized
DE DEERE & CO 0.0%
Value ($000) $7 Shares 38 Est. Cost $146.01 Unrealized +8.2%
REALOGY HLDGS CORP 0.0%
Value ($000) $7 Shares 750 Est. Cost $6.67 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $22.38 Unrealized +0.5%
PODD INSULET CORP 0.0%
Value ($000) $6 Shares 35 Est. Cost $140.54 Unrealized +18.6%
RWK INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $281.62 Unrealized +6.0%
WAT WATERS CORP 0.0%
Value ($000) $6 Shares 25 Est. Cost $215.83 Unrealized +2.3%
ZTS ZOETIS INC 0.0%
Value ($000) $6 Shares 47 Est. Cost $114.57 Unrealized +3.1%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $6 Shares 38 Est. Cost $131.58 Unrealized
MET METLIFE INC 0.0%
Value ($000) $6 Shares 125 Est. Cost $38.47 Unrealized +2.2%
UNILEVER PLC 0.0%
Value ($000) $6 Shares 101 Est. Cost $59.41 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $111.11 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $67.93 Unrealized -5.9%
TURQUOISE HILL RES LTD 0.0%
Value ($000) $6 Shares 8,000 Est. Cost $0.63 Unrealized
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $6 Shares 700 Est. Cost $7.50 Unrealized 0.0%
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $5 Shares 50 Est. Cost $120.00 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $5 Shares 50 Est. Cost $75.31 Unrealized +12.3%
CRM SALESFORCE COM INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $150.15 Unrealized +3.2%
ACA ARCOSA INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.88 Unrealized +11.2%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.08 Unrealized -0.2%
DEO DIAGEO P L C 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $4 Shares 5 Est. Cost $734.27 Unrealized -1.7%
RWJ INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
NORDSTROM INC 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $22.06 Unrealized -12.0%
BHP GROUP PLC 0.0%
Value ($000) $3 Shares 67 Est. Cost $44.78 Unrealized
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 175 Est. Cost $19.17 Unrealized -17.2%
GALMED PHARMACEUTICALS LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.00 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 5 Est. Cost $240.00 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $39.64 Unrealized -6.7%
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $16.01 Unrealized -8.1%
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.55 Unrealized +3.9%
COVETRUS INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $303.09 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.86 Unrealized +17.1%
KOP KOPPERS HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.87 Unrealized +26.7%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $12.29 Unrealized -17.1%
SYK STRYKER CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $200.19 Unrealized -3.0%
WAB WABTEC CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $68.47 Unrealized +4.2%
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 317 Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $16.77 Unrealized -32.1%