VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Diversified Active

CIK: 0001021642 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 4, 2022

Total Value ($000): $6,906,347 (100.0% shares, 0.0% debt)

Holdings (204)

MSI MOTOROLA SOLUTIONS INC 3.3%
Value ($000) $228,878 Shares 1,021,923 Est. Cost $154.76 Unrealized +46.6%
NEE NEXTERA ENERGY INC 3.0%
Value ($000) $209,425 Shares 2,670,896 Est. Cost $68.26 Unrealized +13.0%
DG DOLLAR GENERAL CORP 2.9%
Value ($000) $201,797 Shares 841,313 Est. Cost $209.15 Unrealized +10.9%
MSFT MICROSOFT CORP 2.7%
Value ($000) $183,545 Shares 788,090 Est. Cost $58.61 Unrealized +338.3%
DHR DANAHER CORP 2.6%
Value ($000) $179,943 Shares 696,672 Est. Cost $259.59 Unrealized -7.3%
AMZN AMAZON.COM INC 2.6%
Value ($000) $179,102 Shares 1,584,982 Est. Cost $125.06 Unrealized +1.1%
SHW SHERWIN WILLIAMS 2.5%
Value ($000) $175,905 Shares 859,123 Est. Cost $248.19 Unrealized -7.5%
WPM WHEATON PRECIOUS METALS CORP 2.5%
Value ($000) $174,071 Shares 5,379,222 Est. Cost $40.10 Unrealized -20.9%
ICE INTERCONTINENTAL EXCHANGE INC 2.4%
Value ($000) $165,270 Shares 1,829,209 Est. Cost $115.14 Unrealized -16.8%
MKC MCCORMICK & CO NON VTG 2.4%
Value ($000) $163,775 Shares 2,297,939 Est. Cost $86.86 Unrealized -10.9%
CLX CLOROX CO 2.3%
Value ($000) $160,517 Shares 1,250,223 Est. Cost $148.14 Unrealized -13.0%
AON AON PLC 2.3%
Value ($000) $158,201 Shares 590,587 Est. Cost $198.51 Unrealized +39.0%
JKHY HENRY JACK & ASSOCIATES 2.2%
Value ($000) $150,670 Shares 826,634 Est. Cost $152.40 Unrealized +23.2%
VRTX VERTEX PHARMACEUTICALS INC 2.1%
Value ($000) $146,005 Shares 504,261 Est. Cost $194.45 Unrealized +48.0%
UNP UNION PACIFIC 2.1%
Value ($000) $145,652 Shares 747,626 Est. Cost $152.98 Unrealized +33.5%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $113,184 Shares 692,857 Est. Cost $151.25 Unrealized +1.1%
GOOGL ALPHABET INC-CL A 1.6%
Value ($000) $110,797 Shares 1,158,352 Est. Cost $109.71 Unrealized +0.3%
NVDA NVIDIA CORP 1.5%
Value ($000) $106,697 Shares 878,952 Est. Cost $17.47 Unrealized -9.7%
CCOI COGENT COMMUNICATIONS HOLDINGS 1.5%
Value ($000) $102,502 Shares 1,965,134 Est. Cost $50.95 Unrealized -7.7%
SAIA SAIA INC 1.5%
Value ($000) $101,902 Shares 536,332 Est. Cost $156.87 Unrealized +35.1%
KOS KOSMOS ENERGY LTD 1.4%
Value ($000) $99,081 Shares 19,164,819 Est. Cost $4.69 Unrealized +29.1%
CBOE CBOE HOLDINGS INC 1.3%
Value ($000) $90,152 Shares 768,099 Est. Cost $112.27 Unrealized +3.1%
VRSN VERISIGN INC 1.1%
Value ($000) $78,136 Shares 449,830 Est. Cost $183.39 Unrealized 0.0%
CHE CHEMED CORP 1.1%
Value ($000) $75,661 Shares 173,312 Est. Cost $475.26 Unrealized 0.0%
ENTG ENTEGRIS INC 1.1%
Value ($000) $75,091 Shares 904,482 Est. Cost $85.39 Unrealized +12.7%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.1%
Value ($000) $73,142 Shares 273,925 Est. Cost $286.41 Unrealized -0.6%
NXST NEXSTAR MEDIA GROUP INC 1.0%
Value ($000) $71,735 Shares 429,942 Est. Cost $74.18 Unrealized +119.4%
MPWR MONOLITHIC POWER SYSTEMS INC 1.0%
Value ($000) $71,710 Shares 197,328 Est. Cost $438.60 Unrealized -1.3%
ESI ELEMENT SOLUTIONS INC 1.0%
Value ($000) $70,247 Shares 4,317,632 Est. Cost $11.48 Unrealized +54.9%
NSIT INSIGHT ENTERPRISES INC 1.0%
Value ($000) $69,747 Shares 846,340 Est. Cost $58.27 Unrealized +52.6%
FMC FMC CORP NEW 1.0%
Value ($000) $65,862 Shares 623,099 Est. Cost $84.87 Unrealized +11.8%
WNS HOLDINGS LTD-ADR 0.9%
Value ($000) $59,173 Shares 723,021 Est. Cost $81.61 Unrealized
EXLS EXLSERVICE HOLDINGS INC 0.8%
Value ($000) $58,261 Shares 395,367 Est. Cost $19.86 Unrealized +64.3%
ASGN ASGN INC 0.7%
Value ($000) $51,600 Shares 570,983 Est. Cost $65.41 Unrealized +48.3%
FDS FACTSET RESEARCH SYSTEMS INC 0.7%
Value ($000) $51,553 Shares 128,848 Est. Cost $398.04 Unrealized +2.9%
VST VISTRA CORP 0.7%
Value ($000) $50,428 Shares 2,401,342 Est. Cost $19.53 Unrealized +17.0%
RSG REPUBLIC SERVICES INC 0.7%
Value ($000) $48,764 Shares 358,447 Est. Cost $124.01 Unrealized +7.9%
WSC WILLSCOT MOBILE MINI HOLDINGS 0.7%
Value ($000) $46,996 Shares 1,165,242 Est. Cost $15.94 Unrealized +144.7%
AVTR AVANTOR INC 0.7%
Value ($000) $46,439 Shares 2,369,317 Est. Cost $29.89 Unrealized -10.4%
GATX GATX CORP 0.7%
Value ($000) $46,326 Shares 544,045 Est. Cost $72.09 Unrealized +25.9%
SOUTHWESTERN ENERGY CO 0.6%
Value ($000) $44,101 Shares 7,206,032 Est. Cost $6.38 Unrealized
FSS FEDERAL SIGNAL CORP 0.6%
Value ($000) $43,994 Shares 1,178,827 Est. Cost $30.22 Unrealized +27.3%
FELE FRANKLIN ELECTRIC CO INC 0.6%
Value ($000) $43,577 Shares 533,315 Est. Cost $71.84 Unrealized +14.4%
FN FABRINET 0.6%
Value ($000) $41,289 Shares 432,587 Est. Cost $68.40 Unrealized +40.7%
NDAQ NASDAQ INC 0.6%
Value ($000) $40,876 Shares 721,166 Est. Cost $48.14 Unrealized +16.4%
ALL ALLSTATE CORP 0.6%
Value ($000) $40,308 Shares 323,684 Est. Cost $105.54 Unrealized +8.6%
RMBS RAMBUS INC 0.6%
Value ($000) $40,268 Shares 1,584,075 Est. Cost $26.05 Unrealized -4.0%
EVRG EVERGY INC 0.6%
Value ($000) $38,658 Shares 650,804 Est. Cost $51.05 Unrealized +14.2%
AEE AMEREN CORPORATION 0.6%
Value ($000) $38,538 Shares 478,429 Est. Cost $69.72 Unrealized +17.8%
CMS CMS ENERGY CORP 0.6%
Value ($000) $38,394 Shares 659,257 Est. Cost $52.96 Unrealized +14.2%
LNT ALLIANT ENERGY CORP 0.6%
Value ($000) $38,109 Shares 719,178 Est. Cost $50.11 Unrealized +7.5%
AJG GALLAGHER A J 0.5%
Value ($000) $37,579 Shares 219,479 Est. Cost $87.91 Unrealized +95.5%
PFGC PERFORMANCE FOOD GROUP CO 0.5%
Value ($000) $37,184 Shares 865,761 Est. Cost $41.95 Unrealized +17.8%
FCN FTI CONSULTING INC 0.5%
Value ($000) $36,874 Shares 222,522 Est. Cost $125.11 Unrealized +34.4%
WTS WATTS WATER TECHNOLOGIES-A 0.5%
Value ($000) $36,372 Shares 289,285 Est. Cost $145.28 Unrealized -6.5%
CHD CHURCH & DWIGHT CO INC 0.5%
Value ($000) $36,236 Shares 507,228 Est. Cost $90.44 Unrealized -8.4%
COR AMERISOURCEBERGEN CORP 0.5%
Value ($000) $35,698 Shares 263,790 Est. Cost $139.06 Unrealized 0.0%
IBP INSTALLED BUILDING PRODUCTS 0.5%
Value ($000) $35,646 Shares 440,145 Est. Cost $106.06 Unrealized -17.5%
CCK CROWN CORK & SEAL CO INC 0.5%
Value ($000) $35,346 Shares 436,206 Est. Cost $64.85 Unrealized +38.4%
LSTR LANDSTAR SYSTEM INC 0.5%
Value ($000) $35,118 Shares 243,250 Est. Cost $156.18 Unrealized
LUMINAR TECHNOLOGIES INC 0.5%
Value ($000) $35,002 Shares 4,804,594 Est. Cost $14.37 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC 0.5%
Value ($000) $34,873 Shares 499,964 Est. Cost $68.67 Unrealized +18.1%
KEX KIRBY CORP 0.5%
Value ($000) $34,459 Shares 567,045 Est. Cost $66.16 Unrealized -3.2%
CACI CACI INTERNATIONAL INC CL A 0.5%
Value ($000) $34,148 Shares 130,804 Est. Cost $115.71 Unrealized +143.5%
WSO WATSCO INC 0.5%
Value ($000) $33,990 Shares 132,020 Est. Cost $276.73 Unrealized -2.1%
BEACON ROOFING SUPPLY INC 0.5%
Value ($000) $33,566 Shares 613,395 Est. Cost $57.54 Unrealized
ALG ALAMO GROUP INC 0.5%
Value ($000) $33,407 Shares 273,216 Est. Cost $116.91 Unrealized +6.6%
ONB OLD NATL BANCORP 0.5%
Value ($000) $33,234 Shares 2,017,835 Est. Cost $18.66 Unrealized -10.4%
MMS MAXIMUS INC 0.5%
Value ($000) $32,717 Shares 565,350 Est. Cost $74.74 Unrealized -16.6%
BRO BROWN & BROWN INC 0.5%
Value ($000) $32,307 Shares 534,175 Est. Cost $54.11 Unrealized +13.7%
MRVI MARAVAI LIFESCIENCES HLDGS-A 0.5%
Value ($000) $32,269 Shares 1,263,950 Est. Cost $31.14 Unrealized -19.4%
CNM CORE & MAIN INC-CLASS A 0.5%
Value ($000) $32,207 Shares 1,416,270 Est. Cost $23.51 Unrealized -0.6%
SIGI SELECTIVE INSURANCE GROUP 0.5%
Value ($000) $31,858 Shares 391,383 Est. Cost $71.67 Unrealized +7.5%
MKSI MKS INSTRUMENTS INC 0.5%
Value ($000) $31,853 Shares 385,449 Est. Cost $101.41 Unrealized -1.4%
SR SPIRE INC 0.5%
Value ($000) $31,569 Shares 506,470 Est. Cost $69.61 Unrealized
CC CHEMOURS CO/THE 0.5%
Value ($000) $31,126 Shares 1,262,692 Est. Cost $23.88 Unrealized +21.8%
FAF FIRST AMERICAN FINL CORP 0.4%
Value ($000) $30,313 Shares 657,570 Est. Cost $48.32 Unrealized -1.1%
AEIS ADVANCED ENERGY INDS 0.4%
Value ($000) $30,253 Shares 390,810 Est. Cost $90.06 Unrealized -5.9%
EVERI HOLDINGS INC 0.4%
Value ($000) $29,795 Shares 1,836,870 Est. Cost $22.11 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOG 0.4%
Value ($000) $29,626 Shares 1,875,078 Est. Cost $11.51 Unrealized +18.6%
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $27,045 Shares 224,519 Est. Cost $65.70 Unrealized +63.6%
KFRC KFORCE INC 0.4%
Value ($000) $26,674 Shares 454,800 Est. Cost $59.60 Unrealized 0.0%
UCB UNITED COMMUNITY BANKS/GA 0.4%
Value ($000) $25,445 Shares 768,725 Est. Cost $30.41 Unrealized +9.3%
UNIVAR INC 0.4%
Value ($000) $25,150 Shares 1,105,957 Est. Cost $22.55 Unrealized
PIONEER NAT 0.4%
Value ($000) $24,999 Shares 115,455 Est. Cost $150.42 Unrealized
RITCHIE BROS AUCTIONEERS 0.4%
Value ($000) $24,824 Shares 397,309 Est. Cost $59.52 Unrealized
PDC ENERGY INC 0.4%
Value ($000) $24,734 Shares 428,005 Est. Cost $50.42 Unrealized
AME AMETEK INC 0.4%
Value ($000) $24,220 Shares 213,560 Est. Cost $79.53 Unrealized +47.4%
BALLYS INC 0.3%
Value ($000) $23,690 Shares 1,198,910 Est. Cost $35.92 Unrealized
LESLIES INC 0.3%
Value ($000) $23,256 Shares 1,581,005 Est. Cost $23.97 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND 0.3%
Value ($000) $23,122 Shares 240,725 Est. Cost $110.34 Unrealized
SOUTH STATE CORP 0.3%
Value ($000) $23,094 Shares 291,895 Est. Cost $75.08 Unrealized
UBSI UNITED BANKSHARES INC 0.3%
Value ($000) $22,741 Shares 636,125 Est. Cost $35.17 Unrealized +6.0%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $22,438 Shares 351,705 Est. Cost $53.59 Unrealized +29.2%
RGA REINSURANCE GRP OF AMERI-A 0.3%
Value ($000) $22,222 Shares 176,631 Est. Cost $98.14 Unrealized +25.3%
CPRI CAPRI HOLDINGS LTD 0.3%
Value ($000) $22,107 Shares 575,101 Est. Cost $37.14 Unrealized +25.8%
ICHR ICHOR HOLDINGS LTD 0.3%
Value ($000) $21,014 Shares 867,995 Est. Cost $40.35 Unrealized -26.7%
OVV OVINTIV INC 0.3%
Value ($000) $20,701 Shares 450,030 Est. Cost $21.95 Unrealized +117.6%
AR ANTERO RESOURCES CORP 0.3%
Value ($000) $20,628 Shares 675,685 Est. Cost $19.94 Unrealized +85.1%
THOUGHTWORKS HOLDING INC 0.3%
Value ($000) $20,383 Shares 1,943,080 Est. Cost $11.27 Unrealized
MC MOELIS & CO - CLASS A 0.3%
Value ($000) $20,072 Shares 593,662 Est. Cost $32.91 Unrealized +7.5%
UCTT ULTRA CLEAN HOLDINGS 0.3%
Value ($000) $19,233 Shares 746,900 Est. Cost $42.62 Unrealized -28.2%
HOLX HOLOGIC INC 0.3%
Value ($000) $19,103 Shares 296,078 Est. Cost $64.21 Unrealized +7.9%
RUSHA RUSH ENTERPRISES INC CL A 0.3%
Value ($000) $18,673 Shares 425,727 Est. Cost $23.03 Unrealized +39.7%
IQV IQIVA HOLDINGS INC 0.3%
Value ($000) $18,593 Shares 102,642 Est. Cost $143.09 Unrealized +53.1%
NABL N-ABLE INC 0.3%
Value ($000) $18,212 Shares 1,973,030 Est. Cost $13.12 Unrealized -25.8%
COOPER COMPANIES INC 0.3%
Value ($000) $18,159 Shares 68,808 Est. Cost $338.96 Unrealized
RITM RITHM CAPITAL CORP 0.3%
Value ($000) $17,725 Shares 2,421,374 Est. Cost $11.01 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT CL A 0.2%
Value ($000) $16,725 Shares 621,040 Est. Cost $30.29 Unrealized -13.3%
CRK COMSTOCK RESOURCES INC 0.2%
Value ($000) $15,700 Shares 908,065 Est. Cost $6.07 Unrealized +158.7%
ARMK ARAMARK HOLDINGS CORP 0.2%
Value ($000) $15,210 Shares 487,505 Est. Cost $23.61 Unrealized +1.0%
RH RH 0.2%
Value ($000) $15,075 Shares 61,260 Est. Cost $293.32 Unrealized -8.0%
COTY COTY INC-CL A 0.2%
Value ($000) $14,386 Shares 2,276,373 Est. Cost $7.68 Unrealized -1.5%
SSNC SS&C TECHNOLOGIES HOLDINGS 0.2%
Value ($000) $13,988 Shares 292,958 Est. Cost $71.52 Unrealized -19.5%
HUBB HUBBELL INC CL B 0.2%
Value ($000) $13,686 Shares 61,370 Est. Cost $115.62 Unrealized +72.9%
MTH MERITAGE CORP 0.2%
Value ($000) $12,735 Shares 181,235 Est. Cost $40.46 Unrealized 0.0%
LYB LYONDELLBASELL INDU-CL A 0.2%
Value ($000) $12,311 Shares 163,539 Est. Cost $61.94 Unrealized +9.0%
CDW CDW CORP/DE 0.2%
Value ($000) $12,276 Shares 78,650 Est. Cost $121.69 Unrealized +34.9%
NTB BANK OF NT BUTTERFIELD & SON 0.2%
Value ($000) $11,797 Shares 363,426 Est. Cost $24.66 Unrealized +13.9%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $11,532 Shares 94,875 Est. Cost $82.38 Unrealized +52.3%
LOPE GRAND CANYON EDUCATION INC 0.2%
Value ($000) $11,252 Shares 136,798 Est. Cost $108.81 Unrealized -20.4%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $10,317 Shares 89,136 Est. Cost $137.15 Unrealized -17.4%
AAMI BRIGHTSPHERE INVESTMENT GROUP PLC 0.1%
Value ($000) $9,768 Shares 655,216 Est. Cost $14.28 Unrealized +24.9%
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.1%
Value ($000) $9,006 Shares 69,855 Est. Cost $111.00 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $8,967 Shares 52,306 Est. Cost $225.37 Unrealized -15.2%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $8,766 Shares 277,297 Est. Cost $19.07 Unrealized +67.5%
KEYS KEYSIGHT TECHNOLOGIES IN 0.1%
Value ($000) $8,232 Shares 52,311 Est. Cost $89.56 Unrealized +78.7%
RJF RAYMOND JAMES FINANCIAL INC 0.1%
Value ($000) $8,120 Shares 82,174 Est. Cost $55.58 Unrealized +73.1%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $7,815 Shares 56,087 Est. Cost $68.98 Unrealized +116.0%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $7,730 Shares 622,831 Est. Cost $33.06 Unrealized -47.1%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $7,685 Shares 47,237 Est. Cost $73.70 Unrealized +131.5%
AVAH AVEANNA HEALTHCARE HOLDINGS 0.1%
Value ($000) $7,518 Shares 5,011,476 Est. Cost $10.28 Unrealized -80.0%
SKECHERS USA INC 0.1%
Value ($000) $7,475 Shares 235,667 Est. Cost $43.15 Unrealized
ARES ARES MANAGEMENT CORP - A 0.1%
Value ($000) $7,306 Shares 117,946 Est. Cost $17.30 Unrealized +265.7%
AXTA AXALTA COATING SYSTEMS LTD 0.1%
Value ($000) $6,922 Shares 328,656 Est. Cost $25.04 Unrealized -1.8%
ALLE ALLEGION PLC 0.1%
Value ($000) $6,760 Shares 75,389 Est. Cost $128.64 Unrealized -26.5%
THE AZEK CO INC 0.1%
Value ($000) $5,976 Shares 359,532 Est. Cost $24.84 Unrealized
TREAN INSURANCE GROUP INC 0.1%
Value ($000) $4,703 Shares 1,383,085 Est. Cost $14.91 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $4,587 Shares 34,175 Est. Cost $77.94 Unrealized +63.1%
CSTM CONSTELLIUM SE 0.1%
Value ($000) $4,558 Shares 449,616 Est. Cost $11.46 Unrealized +15.6%
MRK MERCK & CO. INC. 0.1%
Value ($000) $4,315 Shares 50,100 Est. Cost $54.96 Unrealized +46.3%
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $4,282 Shares 324,942 Est. Cost $12.39 Unrealized -7.9%
PFE PFIZER INC 0.1%
Value ($000) $3,900 Shares 89,125 Est. Cost $29.42 Unrealized +37.3%
KO COCA-COLA CO/THE 0.1%
Value ($000) $3,850 Shares 68,725 Est. Cost $40.22 Unrealized +39.4%
MS MORGAN STANLEY 0.1%
Value ($000) $3,587 Shares 45,400 Est. Cost $53.35 Unrealized +41.0%
VNSE NATIXIS VAUGHAN NELSON SELECT 0.1%
Value ($000) $3,583 Shares 151,325 Est. Cost $24.17 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $3,440 Shares 36,075 Est. Cost $66.02 Unrealized +32.7%
JPM JP MORGAN CHASE & CO 0.0%
Value ($000) $3,333 Shares 31,895 Est. Cost $99.27 Unrealized +6.4%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $3,314 Shares 35,625 Est. Cost $64.74 Unrealized +45.2%
UPS UNITED PARCEL SERVICE CL B 0.0%
Value ($000) $3,227 Shares 19,975 Est. Cost $104.20 Unrealized +54.0%
CVX CHEVRON CORP 0.0%
Value ($000) $3,187 Shares 22,180 Est. Cost $66.82 Unrealized +98.8%
PACWEST BANCORP 0.0%
Value ($000) $3,129 Shares 138,443 Est. Cost $38.98 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $3,111 Shares 77,775 Est. Cost $35.50 Unrealized +12.8%
D DOMINION RES INC VA 0.0%
Value ($000) $3,062 Shares 44,300 Est. Cost $51.94 Unrealized +31.6%
AVGO BROADCOM INC 0.0%
Value ($000) $2,964 Shares 6,675 Est. Cost $28.34 Unrealized +69.7%
CMI CUMMINS INC 0.0%
Value ($000) $2,869 Shares 14,100 Est. Cost $195.15 Unrealized +0.5%
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value ($000) $2,804 Shares 63,801 Est. Cost $25.98 Unrealized +77.3%
WFC WELLS FARGO & CO 0.0%
Value ($000) $2,731 Shares 67,905 Est. Cost $34.70 Unrealized +13.5%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $2,188 Shares 57,625 Est. Cost $36.13 Unrealized -1.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $1,998 Shares 22,889 Est. Cost $55.87 Unrealized +45.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,919 Shares 18,750 Est. Cost $40.51 Unrealized +117.7%
INTC INTEL CORP 0.0%
Value ($000) $1,908 Shares 74,050 Est. Cost $35.96 Unrealized -10.1%
EMR EMERSON ELEC 0.0%
Value ($000) $1,825 Shares 24,925 Est. Cost $52.88 Unrealized +46.8%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $1,631 Shares 68,600 Est. Cost $25.73 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $1,630 Shares 34,300 Est. Cost $43.35 Unrealized
T AT&T INC 0.0%
Value ($000) $1,494 Shares 97,375 Est. Cost $15.32 Unrealized -1.5%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $1,430 Shares 24,270 Est. Cost $35.39 Unrealized +76.7%
LPLA LPL FINANCIAL HOLDING INC 0.0%
Value ($000) $1,373 Shares 6,286 Est. Cost $106.22 Unrealized +100.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $1,347 Shares 12,350 Est. Cost $151.70 Unrealized -18.1%
SUB ISHARES S/T NATL MUNI BOND ETF 0.0%
Value ($000) $981 Shares 9,560 Est. Cost $107.79 Unrealized
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $881 Shares 28,995 Est. Cost $27.51 Unrealized +6.5%
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $766 Shares 10,418 Est. Cost $89.47 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $683 Shares 3,645 Est. Cost $260.52 Unrealized -17.6%
HIG HARTFORD FINANCIAL SVCS GRP 0.0%
Value ($000) $631 Shares 10,185 Est. Cost $35.58 Unrealized +70.9%
IGIB ISHARES 5-10Y INV GRADE CORP 0.0%
Value ($000) $544 Shares 11,275 Est. Cost $59.25 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $540 Shares 6,700 Est. Cost $93.98 Unrealized -9.9%
BIO BIO-RAD LABORATORIES-CL A 0.0%
Value ($000) $513 Shares 1,230 Est. Cost $498.57 Unrealized 0.0%
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value ($000) $435 Shares 5,855 Est. Cost $82.66 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $412 Shares 815 Est. Cost $451.15 Unrealized +9.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $315 Shares 4,215 Est. Cost $81.65 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM C 0.0%
Value ($000) $314 Shares 4,155 Est. Cost $94.35 Unrealized
GPRK GEOPARK LTD 0.0%
Value ($000) $310 Shares 26,415 Est. Cost $13.11 Unrealized -6.2%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN E 0.0%
Value ($000) $261 Shares 4,455 Est. Cost $69.14 Unrealized
ATHM AUTOHOME INC-ADR 0.0%
Value ($000) $241 Shares 8,367 Est. Cost $30.28 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $227 Shares 2,210 Est. Cost $117.08 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $181 Shares 505 Est. Cost $385.89 Unrealized
KARO KAROOOOO LTD 0.0%
Value ($000) $142 Shares 5,960 Est. Cost $24.11 Unrealized -6.9%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $113 Shares 905 Est. Cost $152.49 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BO 0.0%
Value ($000) $107 Shares 2,325 Est. Cost $50.37 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $84 Shares 405 Est. Cost $217.64 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $83 Shares 3,535 Est. Cost $26.93 Unrealized -4.8%
OXY/WS OCCIDENTAL PETROLEUM -CW27 0.0%
Value ($000) $81 Shares 2,050 Est. Cost $14.15 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $67 Shares 355 Est. Cost $236.62 Unrealized
ILF ISHARES S&P LATIN AMERICA 40 0.0%
Value ($000) $62 Shares 2,610 Est. Cost $31.42 Unrealized
VGSH VANGUARD SHORT-TERM GOV BD 0.0%
Value ($000) $51 Shares 875 Est. Cost $61.71 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $37 Shares 4,373 Est. Cost $11.87 Unrealized -29.0%
NATIXIS VAUGHAN NELSON MIDC 0.0%
Value ($000) $8 Shares 325 Est. Cost $33.85 Unrealized
SHM SPDR NUVEEN BAR S/T MUNI BD ETF 0.0%
Value ($000) $7 Shares 155 Est. Cost $50.00 Unrealized
MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $57.14 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $5 Shares 139 Est. Cost $35.97 Unrealized
EWY ISHARES MSCI SOUTH KOREA CAP ETF 0.0%
Value ($000) $3 Shares 67 Est. Cost $89.55 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $3 Shares 73 Est. Cost $41.10 Unrealized
EXPE EXPEDIA INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $101.25 Unrealized 0.0%
VXUS VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized