BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 28, 2020

Total Value ($000): $330,093 (100.0% shares, 0.0% debt)

Holdings (306)

ISHARES GOLD TRUST 3.9%
Value ($000) $12,826 Shares 712,938 Est. Cost $14.85 Unrealized
SHV ISHARES TR 3.6%
Value ($000) $11,825 Shares 106,821 Est. Cost $110.74 Unrealized
DHR DANAHER CORPORATION 3.5%
Value ($000) $11,487 Shares 53,347 Est. Cost $55.15 Unrealized +215.0%
JPM JPMORGAN CHASE & CO 3.4%
Value ($000) $11,104 Shares 115,342 Est. Cost $93.90 Unrealized -9.0%
QCOM QUALCOMM INC 3.4%
Value ($000) $11,092 Shares 94,255 Est. Cost $64.42 Unrealized +47.7%
MSFT MICROSOFT CORP 3.3%
Value ($000) $11,037 Shares 52,474 Est. Cost $54.76 Unrealized +266.6%
CVS CVS HEALTH CORP 3.3%
Value ($000) $10,937 Shares 187,285 Est. Cost $52.69 Unrealized -0.6%
JACOBS ENGR GROUP INC 3.0%
Value ($000) $9,935 Shares 107,092 Est. Cost $87.97 Unrealized
HON HONEYWELL INTL INC 2.9%
Value ($000) $9,443 Shares 57,363 Est. Cost $94.96 Unrealized +40.3%
MRK MERCK & CO. INC 2.8%
Value ($000) $9,165 Shares 110,488 Est. Cost $64.89 Unrealized +1.6%
GILD GILEAD SCIENCES INC 2.7%
Value ($000) $9,012 Shares 142,617 Est. Cost $56.32 Unrealized -0.4%
NVDA NVIDIA CORPORATION 2.7%
Value ($000) $8,894 Shares 16,434 Est. Cost $5.39 Unrealized +115.4%
GOOGL ALPHABET INC 2.6%
Value ($000) $8,726 Shares 5,954 Est. Cost $60.34 Unrealized +25.3%
SONY SONY CORP 2.6%
Value ($000) $8,682 Shares 113,121 Est. Cost $55.95 Unrealized
STZ CONSTELLATION BRANDS INC 2.6%
Value ($000) $8,426 Shares 44,460 Est. Cost $168.95 Unrealized -1.2%
MDT MEDTRONIC PLC 2.5%
Value ($000) $8,240 Shares 79,295 Est. Cost $86.23 Unrealized 0.0%
DIS DISNEY WALT CO 2.5%
Value ($000) $8,124 Shares 65,471 Est. Cost $122.51 Unrealized -0.3%
ROK ROCKWELL AUTOMATION INC 2.4%
Value ($000) $7,879 Shares 35,705 Est. Cost $168.05 Unrealized +21.2%
WAB WABTEC 2.3%
Value ($000) $7,508 Shares 121,326 Est. Cost $54.81 Unrealized +13.5%
LYB LYONDELLBASELL INDUSTRIES N 2.3%
Value ($000) $7,481 Shares 106,124 Est. Cost $43.06 Unrealized +11.7%
AAPL APPLE INC 2.2%
Value ($000) $7,387 Shares 63,782 Est. Cost $84.31 Unrealized +25.7%
FSLR FIRST SOLAR INC 2.0%
Value ($000) $6,724 Shares 101,567 Est. Cost $66.40 Unrealized +0.0%
LHX L3HARRIS TECHNOLOGIES INC 2.0%
Value ($000) $6,513 Shares 38,347 Est. Cost $171.55 Unrealized -8.4%
MDLZ MONDELEZ INTL INC 1.9%
Value ($000) $6,293 Shares 109,534 Est. Cost $35.94 Unrealized +35.1%
BAC BK OF AMERICA CORP 1.8%
Value ($000) $6,069 Shares 251,949 Est. Cost $23.13 Unrealized -5.7%
PSX PHILLIPS 66 1.8%
Value ($000) $6,047 Shares 116,651 Est. Cost $50.21 Unrealized -2.3%
GTLS CHART INDS INC 1.8%
Value ($000) $5,873 Shares 83,575 Est. Cost $63.49 Unrealized +2.4%
NVS NOVARTIS AG 1.6%
Value ($000) $5,293 Shares 60,868 Est. Cost $86.86 Unrealized
V VISA INC 1.6%
Value ($000) $5,179 Shares 25,897 Est. Cost $170.59 Unrealized +12.7%
BLACKROCK INC 1.6%
Value ($000) $5,154 Shares 9,145 Est. Cost $453.40 Unrealized
RIO RIO TINTO PLC 1.5%
Value ($000) $5,043 Shares 83,503 Est. Cost $46.50 Unrealized
PLD PROLOGIS INC. 1.5%
Value ($000) $4,796 Shares 47,662 Est. Cost $70.80 Unrealized +21.7%
PYPL PAYPAL HLDGS INC 1.4%
Value ($000) $4,724 Shares 23,978 Est. Cost $109.90 Unrealized +71.0%
EPD ENTERPRISE PRODS PARTNERS L 1.0%
Value ($000) $3,332 Shares 211,044 Est. Cost $23.69 Unrealized
WMB WILLIAMS COS INC 1.0%
Value ($000) $3,262 Shares 165,996 Est. Cost $15.66 Unrealized -1.7%
COP CONOCOPHILLIPS 0.9%
Value ($000) $2,865 Shares 87,235 Est. Cost $35.71 Unrealized -12.6%
C CITIGROUP INC 0.9%
Value ($000) $2,815 Shares 65,300 Est. Cost $41.76 Unrealized -1.8%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,453 Shares 34,063 Est. Cost $82.42 Unrealized -19.3%
FIREEYE INC 0.7%
Value ($000) $2,271 Shares 184,000 Est. Cost $12.33 Unrealized
CTRA CABOT OIL & GAS CORP 0.7%
Value ($000) $2,199 Shares 126,650 Est. Cost $14.41 Unrealized -0.7%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.6%
Value ($000) $2,006 Shares 12,535 Est. Cost $123.04 Unrealized +9.0%
FMC F M C CORP 0.6%
Value ($000) $1,843 Shares 17,400 Est. Cost $73.62 Unrealized +23.3%
DHI D R HORTON INC 0.6%
Value ($000) $1,836 Shares 24,270 Est. Cost $48.56 Unrealized +33.2%
APH AMPHENOL CORP NEW 0.5%
Value ($000) $1,633 Shares 15,082 Est. Cost $22.11 Unrealized +13.3%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,539 Shares 4,015 Est. Cost $266.05 Unrealized +23.7%
BLACKROCK CR ALLOCATION INCO 0.5%
Value ($000) $1,533 Shares 107,771 Est. Cost $12.13 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $1,344 Shares 5,710 Est. Cost $190.77 Unrealized +9.5%
KNX KNIGHT SWIFT TRANSN HLDGS IN 0.4%
Value ($000) $1,343 Shares 33,000 Est. Cost $41.45 Unrealized 0.0%
TER TERADYNE INC 0.4%
Value ($000) $1,224 Shares 15,400 Est. Cost $65.89 Unrealized +25.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,190 Shares 5,589 Est. Cost $183.78 Unrealized +11.3%
AMGN AMGEN INC 0.3%
Value ($000) $1,075 Shares 4,228 Est. Cost $106.97 Unrealized +95.9%
ETN EATON CORP PLC 0.3%
Value ($000) $1,007 Shares 9,870 Est. Cost $77.20 Unrealized +15.5%
TOL TOLL BROTHERS INC 0.3%
Value ($000) $998 Shares 20,500 Est. Cost $28.31 Unrealized +42.9%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $992 Shares 63,403 Est. Cost $13.50 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $953 Shares 6,400 Est. Cost $113.36 Unrealized +12.0%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $936 Shares 75,900 Est. Cost $10.13 Unrealized -0.1%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $872 Shares 2,605 Est. Cost $326.01 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $861 Shares 5,058 Est. Cost $168.24 Unrealized
CC CHEMOURS CO 0.2%
Value ($000) $813 Shares 38,875 Est. Cost $17.82 Unrealized -10.8%
BXP BOSTON PROPERTIES INC 0.2%
Value ($000) $781 Shares 9,730 Est. Cost $68.07 Unrealized -2.7%
BLACKROCK FLOATING RATE INCO 0.2%
Value ($000) $754 Shares 67,166 Est. Cost $10.97 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $740 Shares 4,180 Est. Cost $141.21 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $674 Shares 4,500 Est. Cost $143.11 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $671 Shares 31,000 Est. Cost $21.65 Unrealized
ET ENERGY TRANSFER LP 0.2%
Value ($000) $623 Shares 115,000 Est. Cost $7.35 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $592 Shares 403 Est. Cost $58.73 Unrealized +28.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $511 Shares 8,889 Est. Cost $54.61 Unrealized -1.7%
MS MORGAN STANLEY 0.1%
Value ($000) $493 Shares 10,200 Est. Cost $42.39 Unrealized +0.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $493 Shares 31,700 Est. Cost $15.92 Unrealized +3.8%
TOTAL SE 0.1%
Value ($000) $492 Shares 14,350 Est. Cost $48.04 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $452 Shares 17,976 Est. Cost $55.10 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $446 Shares 18,521 Est. Cost $23.45 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $417 Shares 15,565 Est. Cost $20.89 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $417 Shares 3,528 Est. Cost $118.48 Unrealized
DOW DOW INC 0.1%
Value ($000) $376 Shares 8,000 Est. Cost $34.57 Unrealized -3.2%
ALLO ALLOGENE THERAPEUTICS INC 0.1%
Value ($000) $324 Shares 8,600 Est. Cost $36.33 Unrealized +3.8%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $321 Shares 2,215 Est. Cost $79.87 Unrealized +60.1%
IEFA ISHARES TR 0.1%
Value ($000) $317 Shares 5,251 Est. Cost $61.13 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $293 Shares 1,350 Est. Cost $151.11 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $292 Shares 2,655 Est. Cost $47.83 Unrealized +85.4%
IWP ISHARES TR 0.1%
Value ($000) $269 Shares 1,558 Est. Cost $135.43 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $247 Shares 1,485 Est. Cost $104.76 Unrealized +23.2%
MUB ISHARES TR 0.1%
Value ($000) $243 Shares 2,095 Est. Cost $115.99 Unrealized
OMER OMEROS CORP 0.1%
Value ($000) $243 Shares 24,000 Est. Cost $12.87 Unrealized 0.0%
TROX TRONOX HOLDINGS PLC 0.1%
Value ($000) $228 Shares 28,950 Est. Cost $8.89 Unrealized -6.1%
BP BP PLC 0.1%
Value ($000) $218 Shares 12,500 Est. Cost $28.89 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $218 Shares 213 Est. Cost $96.10 Unrealized +3.5%
WLKP WESTLAKE CHEM PARTNERS LP 0.1%
Value ($000) $197 Shares 10,500 Est. Cost $16.36 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $191 Shares 1,300 Est. Cost $97.48 Unrealized +27.4%
TFX TELEFLEX INCORPORATED 0.1%
Value ($000) $179 Shares 525 Est. Cost $335.71 Unrealized +6.7%
ARKK ARK ETF TR 0.1%
Value ($000) $177 Shares 1,925 Est. Cost $46.77 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $176 Shares 56 Est. Cost $92.94 Unrealized +69.6%
PHM PULTE GROUP INC 0.1%
Value ($000) $174 Shares 3,750 Est. Cost $40.52 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $162 Shares 455 Est. Cost $266.34 Unrealized +16.0%
CMI CUMMINS INC 0.0%
Value ($000) $158 Shares 750 Est. Cost $174.85 Unrealized 0.0%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $158 Shares 3,740 Est. Cost $20.45 Unrealized +40.8%
REALOGY HLDGS CORP 0.0%
Value ($000) $155 Shares 16,400 Est. Cost $9.33 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $155 Shares 2,945 Est. Cost $48.90 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $139 Shares 1,097 Est. Cost $119.38 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $136 Shares 1,000 Est. Cost $117.23 Unrealized +2.6%
KO COCA COLA CO 0.0%
Value ($000) $126 Shares 2,552 Est. Cost $43.99 Unrealized -7.3%
MYOVANT SCIENCES LTD 0.0%
Value ($000) $125 Shares 8,900 Est. Cost $14.04 Unrealized
BWFG BANKWELL FINL GROUP INC 0.0%
Value ($000) $118 Shares 8,350 Est. Cost $19.04 Unrealized -29.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $116 Shares 2,096 Est. Cost $25.91 Unrealized -18.6%
89BIO INC 0.0%
Value ($000) $115 Shares 4,500 Est. Cost $25.56 Unrealized
WVE WAVE LIFE SCIENCES LTD 0.0%
Value ($000) $110 Shares 13,000 Est. Cost $10.96 Unrealized 0.0%
RCMT RCM TECHNOLOGIES INC 0.0%
Value ($000) $109 Shares 78,533 Est. Cost $3.68 Unrealized -57.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $108 Shares 17,340 Est. Cost $19.82 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $108 Shares 430 Est. Cost $211.66 Unrealized +2.2%
DIREXION SHS ETF TR 0.0%
Value ($000) $106 Shares 6,250 Est. Cost $21.26 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $106 Shares 1,197 Est. Cost $84.38 Unrealized
WLK WESTLAKE CHEM CORP 0.0%
Value ($000) $95 Shares 1,500 Est. Cost $51.51 Unrealized +5.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $94 Shares 2,748 Est. Cost $66.23 Unrealized
ZYNGA INC 0.0%
Value ($000) $92 Shares 10,140 Est. Cost $9.03 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $91 Shares 550 Est. Cost $97.08 Unrealized +39.5%
GRACE W R & CO DEL NEW 0.0%
Value ($000) $89 Shares 2,200 Est. Cost $40.45 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $89 Shares 1,703 Est. Cost $51.09 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $89 Shares 1,470 Est. Cost $57.82 Unrealized
MANNING & NAPIER INC 0.0%
Value ($000) $88 Shares 20,634 Est. Cost $1.26 Unrealized
WMT WALMART INC 0.0%
Value ($000) $88 Shares 630 Est. Cost $34.46 Unrealized +19.9%
PROSHARES TR 0.0%
Value ($000) $83 Shares 3,500 Est. Cost $23.71 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $82 Shares 1,500 Est. Cost $54.67 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $82 Shares 7,500 Est. Cost $10.93 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $82 Shares 2,878 Est. Cost $18.81 Unrealized +18.7%
IWN ISHARES TR 0.0%
Value ($000) $75 Shares 757 Est. Cost $118.89 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $74 Shares 500 Est. Cost $109.72 Unrealized +12.5%
IJH ISHARES TR 0.0%
Value ($000) $74 Shares 400 Est. Cost $185.00 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $72 Shares 1,467 Est. Cost $50.44 Unrealized
BUNGE LIMITED 0.0%
Value ($000) $69 Shares 1,500 Est. Cost $46.00 Unrealized
CONFORMIS INC 0.0%
Value ($000) $67 Shares 80,500 Est. Cost $0.80 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $66 Shares 200 Est. Cost $333.72 Unrealized 0.0%
WIX WIX COM LTD 0.0%
Value ($000) $64 Shares 250 Est. Cost $275.71 Unrealized 0.0%
HEDJ WISDOMTREE TR 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $67.00 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $61 Shares 2,000 Est. Cost $28.19 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value ($000) $61 Shares 274 Est. Cost $196.75 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $61 Shares 221 Est. Cost $187.37 Unrealized +26.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $61 Shares 300 Est. Cost $155.01 Unrealized +17.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $60 Shares 1,543 Est. Cost $27.60 Unrealized -1.5%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $59 Shares 6,250 Est. Cost $8.72 Unrealized -9.3%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $56 Shares 1,068 Est. Cost $52.05 Unrealized
UNILEVER N V 0.0%
Value ($000) $56 Shares 931 Est. Cost $56.38 Unrealized
NKE NIKE INC 0.0%
Value ($000) $55 Shares 438 Est. Cost $78.77 Unrealized +26.5%
IJR ISHARES TR 0.0%
Value ($000) $52 Shares 734 Est. Cost $70.84 Unrealized
NUVEEN N Y MUN VALUE FD INC 0.0%
Value ($000) $48 Shares 4,723 Est. Cost $10.16 Unrealized
PACK RANPAK HOLDINGS CORP 0.0%
Value ($000) $48 Shares 5,000 Est. Cost $8.90 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $47 Shares 1,200 Est. Cost $30.69 Unrealized 0.0%
KAMAN CORP 0.0%
Value ($000) $47 Shares 1,200 Est. Cost $59.32 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $37.51 Unrealized +0.3%
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $46 Shares 500 Est. Cost $58.00 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $45 Shares 2,450 Est. Cost $14.17 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $44 Shares 190 Est. Cost $140.77 Unrealized +60.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $43 Shares 533 Est. Cost $75.52 Unrealized -0.4%
IBB ISHARES TR 0.0%
Value ($000) $43 Shares 320 Est. Cost $111.81 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $42 Shares 430 Est. Cost $92.64 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $40 Shares 152 Est. Cost $193.98 Unrealized +32.0%
AFL AFLAC INC 0.0%
Value ($000) $40 Shares 1,104 Est. Cost $45.37 Unrealized -29.3%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $40 Shares 1,110 Est. Cost $40.79 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $34 Shares 1,175 Est. Cost $47.18 Unrealized -36.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $37.00 Unrealized -15.7%
CYD CHINA YUCHAI INTL LTD 0.0%
Value ($000) $34 Shares 1,880 Est. Cost $9.05 Unrealized +36.1%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $33 Shares 152 Est. Cost $184.21 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $33 Shares 896 Est. Cost $27.02 Unrealized +0.4%
SDY SPDR SER TR 0.0%
Value ($000) $32 Shares 346 Est. Cost $88.44 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $29.40 Unrealized -4.6%
INTC INTEL CORP 0.0%
Value ($000) $31 Shares 600 Est. Cost $43.02 Unrealized +8.1%
IYW ISHARES TR 0.0%
Value ($000) $30 Shares 100 Est. Cost $206.90 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $29 Shares 3,300 Est. Cost $19.19 Unrealized -45.2%
NL NL INDS INC 0.0%
Value ($000) $28 Shares 6,520 Est. Cost $2.25 Unrealized +10.6%
EWJ ISHARES INC 0.0%
Value ($000) $28 Shares 475 Est. Cost $56.84 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $27 Shares 247 Est. Cost $129.55 Unrealized -20.9%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $27 Shares 795 Est. Cost $51.96 Unrealized -37.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $27 Shares 218 Est. Cost $106.18 Unrealized +4.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $26 Shares 187 Est. Cost $102.74 Unrealized +13.2%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $26 Shares 41 Est. Cost $409.39 Unrealized +44.1%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 170 Est. Cost $123.53 Unrealized
SVVC FIRSTHAND TECHNOLOGY VALUE F 0.0%
Value ($000) $25 Shares 6,150 Est. Cost $5.71 Unrealized -18.2%
TPC TUTOR PERINI CORP 0.0%
Value ($000) $23 Shares 2,050 Est. Cost $10.69 Unrealized +14.8%
LINDE PLC 0.0%
Value ($000) $23 Shares 96 Est. Cost $199.54 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $22 Shares 150 Est. Cost $130.18 Unrealized -4.1%
ICF ISHARES TR 0.0%
Value ($000) $22 Shares 214 Est. Cost $112.19 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 206 Est. Cost $92.23 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 271 Est. Cost $77.88 Unrealized
T AT&T INC 0.0%
Value ($000) $21 Shares 720 Est. Cost $16.98 Unrealized -8.4%
IWS ISHARES TR 0.0%
Value ($000) $21 Shares 260 Est. Cost $88.46 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $20 Shares 1,475 Est. Cost $9.49 Unrealized
WF WOORI FINL GROUP INC 0.0%
Value ($000) $20 Shares 900 Est. Cost $18.89 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $20 Shares 262 Est. Cost $62.53 Unrealized +7.7%
MMM 3M CO 0.0%
Value ($000) $20 Shares 126 Est. Cost $110.63 Unrealized -0.2%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 299 Est. Cost $60.20 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $19 Shares 490 Est. Cost $38.78 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $17 Shares 215 Est. Cost $58.40 Unrealized +6.2%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 300 Est. Cost $53.33 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $16 Shares 59 Est. Cost $186.67 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $16 Shares 70 Est. Cost $200.00 Unrealized
ORMP ORAMED PHARMACEUTICALS INC 0.0%
Value ($000) $15 Shares 5,627 Est. Cost $3.10 Unrealized +4.6%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $15 Shares 164 Est. Cost $70.22 Unrealized +21.4%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $14 Shares 303 Est. Cost $24.93 Unrealized +36.1%
CHGG CHEGG INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $73.63 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $14 Shares 101 Est. Cost $109.33 Unrealized +5.3%
INTU INTUIT 0.0%
Value ($000) $14 Shares 44 Est. Cost $264.00 Unrealized +14.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $14 Shares 49 Est. Cost $54.30 Unrealized +11.0%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $14 Shares 7,350 Est. Cost $2.31 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 446 Est. Cost $58.30 Unrealized
APWC ASIA PACIFIC WIRE & CABLE CO 0.0%
Value ($000) $13 Shares 10,580 Est. Cost $1.31 Unrealized -13.0%
UNP UNION PAC CORP 0.0%
Value ($000) $13 Shares 68 Est. Cost $145.81 Unrealized +13.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $12 Shares 524 Est. Cost $23.86 Unrealized -8.5%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $12 Shares 150 Est. Cost $30.29 Unrealized +30.4%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $138.28 Unrealized -2.7%
SINOPEC SHANGHAI PETROCHEMIC 0.0%
Value ($000) $12 Shares 660 Est. Cost $24.24 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $64.61 Unrealized -0.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $36.67 Unrealized +1.1%
SPAB SPDR SER TR 0.0%
Value ($000) $12 Shares 400 Est. Cost $30.00 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.19 Unrealized +0.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $11 Shares 34 Est. Cost $257.14 Unrealized +9.4%
AA ALCOA CORP 0.0%
Value ($000) $11 Shares 950 Est. Cost $18.31 Unrealized -30.0%
BB BLACKBERRY LTD 0.0%
Value ($000) $11 Shares 2,500 Est. Cost $7.02 Unrealized -31.0%
BLACKROCK DEBT STRATEGIES FD 0.0%
Value ($000) $10 Shares 957 Est. Cost $9.40 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $9 Shares 150 Est. Cost $80.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $9 Shares 20 Est. Cost $281.62 Unrealized +44.7%
SO SOUTHERN CO 0.0%
Value ($000) $9 Shares 175 Est. Cost $45.27 Unrealized -3.8%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $9 Shares 795 Est. Cost $5.03 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $8 Shares 35 Est. Cost $140.54 Unrealized +49.9%
FLS FLOWSERVE CORP 0.0%
Value ($000) $8 Shares 300 Est. Cost $41.05 Unrealized -36.7%
DE DEERE & CO 0.0%
Value ($000) $8 Shares 38 Est. Cost $146.01 Unrealized +23.1%
ZTS ZOETIS INC 0.0%
Value ($000) $8 Shares 47 Est. Cost $114.57 Unrealized +28.0%
NTNX NUTANIX INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.57 Unrealized -3.1%
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 175 Est. Cost $19.17 Unrealized +82.1%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 111 Est. Cost $54.05 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $7 Shares 269 Est. Cost $59.48 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $111.11 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $6 Shares 500 Est. Cost $11.61 Unrealized -22.9%
IDYA IDEAYA BIOSCIENCES INC 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.38 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $5 Shares 25 Est. Cost $215.83 Unrealized -3.7%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $5 Shares 5 Est. Cost $734.27 Unrealized +26.4%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $5 Shares 100 Est. Cost $39.64 Unrealized +4.1%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $47.41 Unrealized
TURQUOISE HILL RES LTD 0.0%
Value ($000) $5 Shares 6,000 Est. Cost $0.69 Unrealized
MET METLIFE INC 0.0%
Value ($000) $5 Shares 125 Est. Cost $38.02 Unrealized -15.8%
TSLA TESLA INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $118.07 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $4 Shares 62 Est. Cost $48.58 Unrealized +0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $4 Shares 600 Est. Cost $6.40 Unrealized -6.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $23.66 Unrealized +75.8%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.31 Unrealized -9.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $3 Shares 10 Est. Cost $220.00 Unrealized
PDSB PDS BIOTECHNOLOGY CORP 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $2.80 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $3 Shares 25 Est. Cost $160.00 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $39.64 Unrealized +96.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 92 Est. Cost $33.01 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $3 Shares 42 Est. Cost $59.41 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $168.85 Unrealized +33.4%
APTIV PLC 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
TWITTER INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.28 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $22.06 Unrealized -52.3%
BIO BIO RAD LABS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $506.50 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $104.97 Unrealized 0.0%
GALMED PHARMACEUTICALS LTD 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $188.44 Unrealized 0.0%
GMAB GENMAB A/S 0.0%
Value ($000) $2 Shares 41 Est. Cost $48.78 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $33.31 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $2 Shares 97 Est. Cost $20.62 Unrealized
COVETRUS INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $12.50 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $53.34 Unrealized -6.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.63 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $139.87 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.06 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $16.01 Unrealized +45.3%
TRMB TRIMBLE INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $47.78 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $145.78 Unrealized 0.0%
RAMP LIVERAMP HLDGS INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $49.99 Unrealized 0.0%
MSA MSA SAFETY INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $122.44 Unrealized 0.0%
CX CEMEX SAB DE CV 0.0%
Value ($000) $1 Shares 186 Est. Cost $5.38 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $337.41 Unrealized 0.0%
EAGG ISHARES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
ALC ALCON AG 0.0%
Value ($000) $1 Shares 18 Est. Cost $57.99 Unrealized 0.0%
VMWARE INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $206.08 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $163.00 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $46.01 Unrealized +2.6%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $1 Shares 19 Est. Cost $29.61 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
HESS CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
HILL ROM HLDGS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $132.53 Unrealized 0.0%
MIRATI THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $141.40 Unrealized 0.0%
IX ORIX CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $1 Shares 43 Est. Cost $21.22 Unrealized 0.0%
NORDSTROM INC 0.0%
Value ($000) $1 Shares 78 Est. Cost $38.46 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $1 Shares 98 Est. Cost $10.20 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $96.47 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $1 Shares 2 Est. Cost $465.18 Unrealized 0.0%
AGCO AGCO CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $57.13 Unrealized 0.0%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.55 Unrealized -8.5%
PTC PTC INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $85.19 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $303.09 Unrealized +13.7%
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 317 Est. Cost Unrealized
MHK MOHAWK INDS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.92 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $0 Shares 2 Est. Cost $258.29 Unrealized 0.0%
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $8.46 Unrealized -16.7%
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.24 Unrealized +26.1%
KOP KOPPERS HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.87 Unrealized -18.0%
CLDX CELLDEX THERAPEUTICS INC NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.43 Unrealized +164.3%
ICLN ISHARES TR 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized