Smith Salley Wealth Management Diversified Active

Location: Greensboro, NC

CIK: 0001482012 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 5, 2020

Total Value: $827M (100.0% shares, 0.0% debt)

Holdings (189)

AAPL APPLE INC 5.5%
Value $45.29M Shares 391,045 Est. Cost $84.58 Unrealized +25.3%
MSFT MICROSOFT CORP 4.7%
Value $38.5M Shares 183,043 Est. Cost $44.88 Unrealized +347.3%
AMZN AMAZON COM INC 3.6%
Value $30M Shares 9,526 Est. Cost $64.70 Unrealized +143.7%
PG PROCTER AND GAMBLE CO 2.7%
Value $22.21M Shares 159,784 Est. Cost $69.29 Unrealized +67.9%
LOW LOWES COS INC 2.5%
Value $20.87M Shares 125,808 Est. Cost $81.40 Unrealized +71.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%
Value $19.84M Shares 93,188 Est. Cost $147.91 Unrealized +38.3%
V VISA INC 2.2%
Value $18.57M Shares 92,858 Est. Cost $96.27 Unrealized +99.7%
TJX TJX COS INC NEW 2.2%
Value $18.5M Shares 332,335 Est. Cost $38.50 Unrealized +30.0%
JPM JPMORGAN CHASE & CO 2.1%
Value $17.37M Shares 180,466 Est. Cost $54.55 Unrealized +56.6%
ABBV ABBVIE INC 2.1%
Value $17.31M Shares 197,605 Est. Cost $49.37 Unrealized +54.6%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value $17.02M Shares 38,545 Est. Cost $187.86 Unrealized +116.9%
CSCO CISCO SYS INC 2.0%
Value $16.39M Shares 416,177 Est. Cost $23.51 Unrealized +57.6%
GOOG ALPHABET INC 2.0%
Value $16.34M Shares 11,116 Est. Cost $41.98 Unrealized +80.4%
D DOMINION ENERGY INC 1.9%
Value $15.7M Shares 198,896 Est. Cost $54.18 Unrealized +14.5%
MDT MEDTRONIC PLC 1.9%
Value $15.46M Shares 148,736 Est. Cost $78.59 Unrealized +9.7%
ABT ABBOTT LABS 1.9%
Value $15.38M Shares 141,319 Est. Cost $40.04 Unrealized +130.6%
MA MASTERCARD INCORPORATED 1.7%
Value $14.12M Shares 41,761 Est. Cost $121.71 Unrealized +159.4%
DEO DIAGEO PLC 1.6%
Value $13.07M Shares 94,958 Est. Cost $133.97 Unrealized
LABORATORY CORP AMER HLDGS 1.5%
Value $12.62M Shares 67,053 Est. Cost $121.97 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value $12.62M Shares 37,668 Est. Cost $237.18 Unrealized
ACN ACCENTURE PLC IRELAND 1.5%
Value $12.37M Shares 54,744 Est. Cost $176.86 Unrealized +20.0%
UNP UNION PAC CORP 1.4%
Value $11.83M Shares 60,089 Est. Cost $98.46 Unrealized +67.4%
T AT&T INC 1.4%
Value $11.73M Shares 411,375 Est. Cost $14.05 Unrealized +10.7%
ICSH ISHARES TR 1.4%
Value $11.44M Shares 226,263 Est. Cost $50.56 Unrealized
AME AMETEK INC 1.3%
Value $11.16M Shares 112,272 Est. Cost $62.25 Unrealized +49.9%
STZ CONSTELLATION BRANDS INC 1.3%
Value $10.75M Shares 56,710 Est. Cost $154.07 Unrealized +8.4%
AGG ISHARES TR 1.3%
Value $10.69M Shares 90,543 Est. Cost $115.08 Unrealized
PEP PEPSICO INC 1.3%
Value $10.5M Shares 75,764 Est. Cost $78.43 Unrealized +46.9%
NXPI NXP SEMICONDUCTORS N V 1.3%
Value $10.39M Shares 83,279 Est. Cost $95.56 Unrealized +16.5%
BROOKFIELD ASSET MGMT INC 1.2%
Value $10.17M Shares 307,720 Est. Cost $36.71 Unrealized
MRK MERCK & CO. INC 1.2%
Value $10.17M Shares 122,594 Est. Cost $44.14 Unrealized +49.4%
DIS DISNEY WALT CO 1.2%
Value $9.973M Shares 80,379 Est. Cost $90.41 Unrealized +35.1%
ADI ANALOG DEVICES INC 1.2%
Value $9.71M Shares 83,170 Est. Cost $81.86 Unrealized +30.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.2%
Value $9.586M Shares 166,596 Est. Cost $54.61 Unrealized -1.7%
LINDE PLC 1.1%
Value $9.351M Shares 39,267 Est. Cost $185.73 Unrealized
HON HONEYWELL INTL INC 1.1%
Value $9.171M Shares 55,715 Est. Cost $91.96 Unrealized +44.9%
CVX CHEVRON CORP NEW 1.1%
Value $9.066M Shares 125,925 Est. Cost $76.14 Unrealized -12.7%
PNC PNC FINL SVCS GROUP INC 1.0%
Value $8.678M Shares 78,954 Est. Cost $66.52 Unrealized +33.4%
USB US BANCORP DEL 1.0%
Value $8.643M Shares 241,134 Est. Cost $38.47 Unrealized -24.8%
XYL XYLEM INC 1.0%
Value $8.641M Shares 102,724 Est. Cost $72.76 Unrealized +0.5%
SPGI S&P GLOBAL INC 0.9%
Value $7.154M Shares 19,836 Est. Cost $252.99 Unrealized +33.4%
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value $6.79M Shares 39,981 Est. Cost $181.10 Unrealized -13.2%
QCOM QUALCOMM INC 0.7%
Value $6.202M Shares 52,699 Est. Cost $72.22 Unrealized +31.8%
GVI ISHARES TR 0.7%
Value $6.149M Shares 52,226 Est. Cost $109.96 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value $6.05M Shares 40,632 Est. Cost $74.35 Unrealized +70.8%
AVGO BROADCOM INC 0.7%
Value $5.737M Shares 15,750 Est. Cost $20.07 Unrealized +47.7%
TGT TARGET CORP 0.7%
Value $5.648M Shares 35,876 Est. Cost $68.72 Unrealized +72.7%
ROP ROPER TECHNOLOGIES INC 0.6%
Value $5.357M Shares 13,560 Est. Cost $348.46 Unrealized +15.6%
MKL MARKEL CORP 0.6%
Value $5.355M Shares 5,499 Est. Cost $1111.04 Unrealized -8.6%
DUK DUKE ENERGY CORP NEW 0.6%
Value $5.233M Shares 59,098 Est. Cost $56.22 Unrealized +18.7%
HD HOME DEPOT INC 0.6%
Value $5.16M Shares 18,581 Est. Cost $190.07 Unrealized +25.0%
EFA ISHARES TR 0.6%
Value $4.625M Shares 72,655 Est. Cost $59.22 Unrealized
DLR DIGITAL RLTY TR INC 0.5%
Value $4.498M Shares 30,646 Est. Cost $82.82 Unrealized +49.9%
AMERICAN NATL BANKSHARES INC 0.5%
Value $4.195M Shares 200,603 Est. Cost $23.76 Unrealized
TFC TRUIST FINL CORP 0.5%
Value $4.179M Shares 109,835 Est. Cost $40.89 Unrealized -28.2%
MAXIM INTEGRATED PRODS INC 0.5%
Value $4.082M Shares 60,367 Est. Cost $50.82 Unrealized
PFE PFIZER INC 0.5%
Value $4.072M Shares 110,954 Est. Cost $19.52 Unrealized +38.9%
AMGN AMGEN INC 0.5%
Value $3.982M Shares 15,667 Est. Cost $123.20 Unrealized +70.1%
GIS GENERAL MLS INC 0.5%
Value $3.782M Shares 61,326 Est. Cost $38.06 Unrealized +36.9%
ETN EATON CORP PLC 0.4%
Value $3.621M Shares 35,495 Est. Cost $60.68 Unrealized +47.0%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $3.568M Shares 59,991 Est. Cost $34.16 Unrealized +24.6%
ENB ENBRIDGE INC 0.4%
Value $3.401M Shares 116,470 Est. Cost $24.22 Unrealized -9.2%
IEFA ISHARES TR 0.4%
Value $3.378M Shares 56,043 Est. Cost $63.91 Unrealized
NVS NOVARTIS AG 0.4%
Value $3.221M Shares 37,046 Est. Cost $86.03 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.4%
Value $3.207M Shares 118,137 Est. Cost $25.36 Unrealized -18.5%
LQD ISHARES TR 0.4%
Value $3.189M Shares 23,672 Est. Cost $131.62 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value $3.075M Shares 48,672 Est. Cost $54.71 Unrealized +2.6%
FTEC FIDELITY COVINGTON TRUST 0.4%
Value $3.053M Shares 33,162 Est. Cost $59.20 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.4%
Value $2.968M Shares 17,825 Est. Cost $126.98 Unrealized +1.6%
UPS UNITED PARCEL SERVICE INC 0.4%
Value $2.911M Shares 17,470 Est. Cost $85.00 Unrealized +38.0%
BROOKFIELD RENEWABLE CORP 0.3%
Value $2.771M Shares 47,283 Est. Cost $58.60 Unrealized
VGT VANGUARD WORLD FDS 0.3%
Value $2.584M Shares 8,298 Est. Cost $106.88 Unrealized
PAYX PAYCHEX INC 0.3%
Value $2.487M Shares 31,182 Est. Cost $53.33 Unrealized +21.0%
FBNC FIRST BANCORP N C 0.3%
Value $2.384M Shares 113,894 Est. Cost $24.85 Unrealized -23.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value $2.327M Shares 6,072 Est. Cost $278.38 Unrealized +18.2%
AGNC AGNC INVT CORP 0.3%
Value $2.321M Shares 166,849 Est. Cost $17.51 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value $2.167M Shares 7,274 Est. Cost $251.75 Unrealized 0.0%
EMR EMERSON ELEC CO 0.3%
Value $2.076M Shares 31,655 Est. Cost $45.00 Unrealized +30.6%
ABBNY ABB LTD 0.2%
Value $2.012M Shares 79,055 Est. Cost $24.05 Unrealized
INGR INGREDION INC 0.2%
Value $1.96M Shares 25,905 Est. Cost $85.60 Unrealized -5.1%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value $1.952M Shares 212,899 Est. Cost $9.71 Unrealized -25.0%
EOG EOG RES INC 0.2%
Value $1.946M Shares 54,152 Est. Cost $61.40 Unrealized -43.2%
GOOGL ALPHABET INC 0.2%
Value $1.858M Shares 1,268 Est. Cost $58.27 Unrealized +29.8%
IWV ISHARES TR 0.2%
Value $1.823M Shares 9,314 Est. Cost $152.16 Unrealized
MMM 3M CO 0.2%
Value $1.813M Shares 11,323 Est. Cost $105.77 Unrealized +4.3%
NVDA NVIDIA CORPORATION 0.2%
Value $1.747M Shares 3,228 Est. Cost $3.23 Unrealized +259.2%
COST COSTCO WHSL CORP NEW 0.2%
Value $1.698M Shares 4,783 Est. Cost $91.81 Unrealized +236.6%
NKE NIKE INC 0.2%
Value $1.67M Shares 13,301 Est. Cost $74.74 Unrealized +33.3%
CME CME GROUP INC 0.2%
Value $1.605M Shares 9,591 Est. Cost $144.33 Unrealized -5.6%
FCOM FIDELITY COVINGTON TRUST 0.2%
Value $1.583M Shares 41,031 Est. Cost $31.87 Unrealized
UNILEVER PLC 0.2%
Value $1.521M Shares 24,658 Est. Cost $57.74 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value $1.322M Shares 6,180 Est. Cost $75.00 Unrealized +139.9%
AXP AMERICAN EXPRESS CO 0.1%
Value $1.188M Shares 11,850 Est. Cost $61.69 Unrealized +49.0%
IWF ISHARES TR 0.1%
Value $1.163M Shares 5,362 Est. Cost $152.50 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value $1.148M Shares 2,340 Est. Cost $281.87 Unrealized +65.0%
MCO MOODYS CORP 0.1%
Value $1.146M Shares 3,955 Est. Cost $174.43 Unrealized +56.5%
TYL TYLER TECHNOLOGIES INC 0.1%
Value $1.145M Shares 3,286 Est. Cost $309.88 Unrealized +11.6%
PM PHILIP MORRIS INTL INC 0.1%
Value $1.135M Shares 15,134 Est. Cost $55.04 Unrealized +6.9%
FHLC FIDELITY COVINGTON TRUST 0.1%
Value $1.114M Shares 21,178 Est. Cost $43.28 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value $1.098M Shares 7,364 Est. Cost $68.39 Unrealized +85.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $1.065M Shares 1,502 Est. Cost $97.61 Unrealized +130.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value $1.048M Shares 9,936 Est. Cost $57.12 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $964K Shares 12,502 Est. Cost $51.33 Unrealized +31.2%
FIDU FIDELITY COVINGTON TRUST 0.1%
Value $910K Shares 22,668 Est. Cost $39.56 Unrealized
IEMG ISHARES INC 0.1%
Value $831K Shares 15,745 Est. Cost $49.92 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.1%
Value $818K Shares 13,194 Est. Cost $41.38 Unrealized
KO COCA COLA CO 0.1%
Value $814K Shares 16,482 Est. Cost $29.96 Unrealized +36.2%
HELE HELEN OF TROY LTD 0.1%
Value $798K Shares 4,125 Est. Cost $83.95 Unrealized +136.6%
XLF SELECT SECTOR SPDR TR 0.1%
Value $792K Shares 32,915 Est. Cost $20.30 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.1%
Value $791K Shares 23,383 Est. Cost $40.45 Unrealized
VFC V F CORP 0.1%
Value $779K Shares 11,094 Est. Cost $58.65 Unrealized +10.1%
PHM PULTE GROUP INC 0.1%
Value $756K Shares 16,323 Est. Cost $22.73 Unrealized +78.3%
XLI SELECT SECTOR SPDR TR 0.1%
Value $753K Shares 9,780 Est. Cost $51.54 Unrealized
BLACKROCK INC 0.1%
Value $671K Shares 1,191 Est. Cost $323.91 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $644K Shares 4,382 Est. Cost $57.17 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $641K Shares 7,464 Est. Cost $55.07 Unrealized +28.6%
LLY LILLY ELI & CO 0.1%
Value $617K Shares 4,170 Est. Cost $55.59 Unrealized +162.3%
FMAT FIDELITY COVINGTON TRUST 0.1%
Value $615K Shares 17,916 Est. Cost $33.84 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $603K Shares 10,497 Est. Cost $32.77 Unrealized +48.2%
VUG VANGUARD INDEX FDS 0.1%
Value $583K Shares 2,560 Est. Cost $163.89 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $582K Shares 16,955 Est. Cost $56.92 Unrealized -43.2%
MO ALTRIA GROUP INC 0.1%
Value $570K Shares 14,739 Est. Cost $27.64 Unrealized -1.6%
NEE NEXTERA ENERGY INC 0.1%
Value $568K Shares 2,048 Est. Cost $33.74 Unrealized +78.6%
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value $541K Shares 10,654 Est. Cost $50.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $541K Shares 8,981 Est. Cost $43.31 Unrealized +12.2%
NDAQ NASDAQ INC 0.1%
Value $529K Shares 4,310 Est. Cost $13.95 Unrealized +183.6%
ECL ECOLAB INC 0.1%
Value $516K Shares 2,584 Est. Cost $156.86 Unrealized +20.1%
TSCO TRACTOR SUPPLY CO 0.1%
Value $512K Shares 3,571 Est. Cost $11.10 Unrealized +137.4%
IQV IQVIA HLDGS INC 0.1%
Value $512K Shares 3,248 Est. Cost $137.67 Unrealized +13.8%
MCD MCDONALDS CORP 0.1%
Value $504K Shares 2,295 Est. Cost $127.29 Unrealized +42.5%
ILMN ILLUMINA INC 0.1%
Value $500K Shares 1,619 Est. Cost $149.19 Unrealized +131.0%
BDX BECTON DICKINSON & CO 0.1%
Value $488K Shares 2,096 Est. Cost $218.48 Unrealized +3.1%
MAR MARRIOTT INTL INC NEW 0.1%
Value $484K Shares 5,224 Est. Cost $111.57 Unrealized -18.5%
FREL FIDELITY COVINGTON TRUST 0.1%
Value $477K Shares 20,313 Est. Cost $25.70 Unrealized
CRM SALESFORCE COM INC 0.1%
Value $473K Shares 1,883 Est. Cost $166.47 Unrealized +29.9%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value $444K Shares 15,893 Est. Cost $26.11 Unrealized -2.9%
BAC BK OF AMERICA CORP 0.1%
Value $439K Shares 18,237 Est. Cost $13.84 Unrealized +57.6%
ARISTA NETWORKS INC 0.1%
Value $431K Shares 2,081 Est. Cost $210.13 Unrealized
IVV ISHARES TR 0.1%
Value $426K Shares 1,266 Est. Cost $293.52 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value $407K Shares 5,106 Est. Cost $70.51 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value $405K Shares 3,880 Est. Cost $101.36 Unrealized +10.8%
IWP ISHARES TR 0.0%
Value $403K Shares 2,329 Est. Cost $142.55 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value $403K Shares 10,554 Est. Cost $33.66 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $397K Shares 4,346 Est. Cost $89.75 Unrealized +4.8%
CSX CSX CORP 0.0%
Value $394K Shares 5,073 Est. Cost $21.35 Unrealized +7.5%
KMB KIMBERLY CLARK CORP 0.0%
Value $388K Shares 2,625 Est. Cost $83.82 Unrealized +47.3%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $388K Shares 2,638 Est. Cost $123.12 Unrealized +4.6%
ALL ALLSTATE CORP 0.0%
Value $369K Shares 3,925 Est. Cost $45.51 Unrealized +79.7%
EA ELECTRONIC ARTS INC 0.0%
Value $365K Shares 2,800 Est. Cost $96.75 Unrealized +37.0%
HSY HERSHEY CO 0.0%
Value $365K Shares 2,547 Est. Cost $93.49 Unrealized +33.6%
SHY ISHARES TR 0.0%
Value $359K Shares 4,153 Est. Cost $85.07 Unrealized
IJR ISHARES TR 0.0%
Value $353K Shares 5,020 Est. Cost $91.74 Unrealized
JBL JABIL INC 0.0%
Value $352K Shares 10,270 Est. Cost $28.08 Unrealized +16.5%
JACOBS ENGR GROUP INC 0.0%
Value $350K Shares 3,772 Est. Cost $53.01 Unrealized
EFG ISHARES TR 0.0%
Value $340K Shares 3,785 Est. Cost $80.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $331K Shares 2,722 Est. Cost $91.40 Unrealized +2.7%
HD SUPPLY HLDGS INC 0.0%
Value $323K Shares 7,825 Est. Cost $38.96 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $320K Shares 1 Est. Cost $199512.94 Unrealized +53.8%
XLP SELECT SECTOR SPDR TR 0.0%
Value $320K Shares 4,986 Est. Cost $40.82 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $317K Shares 3,916 Est. Cost $87.47 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $317K Shares 6,844 Est. Cost $28.54 Unrealized +31.8%
SCHO SCHWAB STRATEGIC TR 0.0%
Value $316K Shares 6,130 Est. Cost $50.56 Unrealized
ATR APTARGROUP INC 0.0%
Value $311K Shares 2,744 Est. Cost $67.94 Unrealized +60.5%
NFLX NETFLIX INC 0.0%
Value $307K Shares 613 Est. Cost $29.65 Unrealized +67.9%
KLAC KLA CORP 0.0%
Value $306K Shares 1,580 Est. Cost $129.13 Unrealized +44.1%
BA BOEING CO 0.0%
Value $298K Shares 1,804 Est. Cost $347.13 Unrealized -50.9%
FUTY FIDELITY COVINGTON TRUST 0.0%
Value $288K Shares 7,583 Est. Cost $36.19 Unrealized
DE DEERE & CO 0.0%
Value $278K Shares 1,255 Est. Cost $179.78 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value $275K Shares 5,851 Est. Cost $33.65 Unrealized +35.6%
SYY SYSCO CORP 0.0%
Value $272K Shares 4,365 Est. Cost $28.13 Unrealized +79.2%
RY ROYAL BK CDA 0.0%
Value $270K Shares 3,853 Est. Cost $72.46 Unrealized -0.8%
MGA MAGNA INTL INC 0.0%
Value $257K Shares 5,621 Est. Cost $33.01 Unrealized +22.9%
AFL AFLAC INC 0.0%
Value $245K Shares 6,747 Est. Cost $31.36 Unrealized +2.3%
PPG PPG INDS INC 0.0%
Value $244K Shares 2,000 Est. Cost $86.36 Unrealized +21.9%
IT GARTNER INC 0.0%
Value $239K Shares 1,911 Est. Cost $115.96 Unrealized +9.6%
HOFT HOOKER FURNITURE CORP 0.0%
Value $236K Shares 9,140 Est. Cost $23.46 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value $232K Shares 1,006 Est. Cost $54.65 Unrealized +334.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value $227K Shares 1,944 Est. Cost $116.77 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $222K Shares 712 Est. Cost $281.21 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value $219K Shares 867 Est. Cost $234.34 Unrealized +14.9%
HDV ISHARES TR 0.0%
Value $215K Shares 2,674 Est. Cost $84.27 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $212K Shares 3,050 Est. Cost $49.31 Unrealized +21.6%
TM TOYOTA MOTOR CORP 0.0%
Value $210K Shares 1,586 Est. Cost $132.41 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $208K Shares 1,622 Est. Cost $89.85 Unrealized +16.8%
SPDW SPDR INDEX SHS FDS 0.0%
Value $203K Shares 6,930 Est. Cost $29.29 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value $111K Shares 20,774 Est. Cost $3.60 Unrealized
MFS INTER INCOME TR 0.0%
Value $68,000 Shares 18,325 Est. Cost $4.31 Unrealized
U S SILICA HLDGS INC 0.0%
Value $36,000 Shares 12,150 Est. Cost $1.81 Unrealized
BRICKELL BIOTECH INC 0.0%
Value $11,000 Shares 11,947 Est. Cost $1.00 Unrealized