Triangle Securities Wealth Management Diversified Active

CIK: 0001541353 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 12, 2021

Total Value ($000): $295,733 (100.0% shares, 0.0% debt)

Holdings (175)

SCHM SCHWAB STRATEGIC TR 4.3%
Value ($000) $12,620 Shares 161,238 Est. Cost $46.11 Unrealized
VGT VANGUARD WORLD FDS 3.9%
Value ($000) $11,579 Shares 29,038 Est. Cost $109.53 Unrealized
SLYV SPDR SER TR 3.4%
Value ($000) $10,007 Shares 116,757 Est. Cost $52.76 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $9,347 Shares 34,502 Est. Cost $51.79 Unrealized +372.5%
GOOG ALPHABET INC 2.6%
Value ($000) $7,574 Shares 3,022 Est. Cost $36.61 Unrealized +223.1%
LOW LOWES COS INC 2.2%
Value ($000) $6,424 Shares 33,121 Est. Cost $78.79 Unrealized +127.8%
AAPL APPLE INC 2.0%
Value ($000) $6,046 Shares 44,141 Est. Cost $85.15 Unrealized +48.5%
BX BLACKSTONE GROUP INC 2.0%
Value ($000) $5,967 Shares 61,430 Est. Cost $51.09 Unrealized +49.2%
SCHX SCHWAB STRATEGIC TR 1.9%
Value ($000) $5,693 Shares 54,755 Est. Cost $65.85 Unrealized
VCR VANGUARD WORLD FDS 1.8%
Value ($000) $5,206 Shares 16,578 Est. Cost $129.66 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $5,037 Shares 32,382 Est. Cost $44.22 Unrealized +216.0%
MANAGED PORTFOLIO SERIES 1.5%
Value ($000) $4,535 Shares 201,285 Est. Cost $22.54 Unrealized
IJR ISHARES TR 1.5%
Value ($000) $4,400 Shares 38,941 Est. Cost $76.03 Unrealized
KKR KKR & CO INC 1.4%
Value ($000) $4,276 Shares 72,178 Est. Cost $38.60 Unrealized +38.2%
V VISA INC 1.2%
Value ($000) $3,696 Shares 15,809 Est. Cost $60.90 Unrealized +262.9%
BAC BK OF AMERICA CORP 1.2%
Value ($000) $3,589 Shares 87,036 Est. Cost $19.25 Unrealized +89.9%
KIE SPDR SER TR 1.2%
Value ($000) $3,563 Shares 92,440 Est. Cost $42.50 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $3,423 Shares 995 Est. Cost $90.04 Unrealized +84.6%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,417 Shares 54,161 Est. Cost $48.81 Unrealized +2.5%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $3,403 Shares 20,656 Est. Cost $62.30 Unrealized +132.6%
IJH ISHARES TR 1.1%
Value ($000) $3,387 Shares 12,603 Est. Cost $153.61 Unrealized
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $3,341 Shares 8,802 Est. Cost $141.57 Unrealized +125.6%
PEP PEPSICO INC 1.1%
Value ($000) $3,261 Shares 22,010 Est. Cost $67.12 Unrealized +88.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $3,017 Shares 5,151 Est. Cost $148.97 Unrealized +246.0%
VYM VANGUARD WHITEHALL FDS 1.0%
Value ($000) $2,960 Shares 28,254 Est. Cost $70.25 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $2,888 Shares 21,401 Est. Cost $61.75 Unrealized +95.5%
TFC TRUIST FINL CORP 1.0%
Value ($000) $2,880 Shares 51,894 Est. Cost $39.85 Unrealized +18.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,804 Shares 10,088 Est. Cost $152.42 Unrealized +83.3%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $2,650 Shares 39,652 Est. Cost $39.36 Unrealized +36.9%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,573 Shares 45,921 Est. Cost $29.16 Unrealized +48.9%
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $2,564 Shares 25,967 Est. Cost $50.68 Unrealized +65.5%
CVS CVS HEALTH CORP 0.9%
Value ($000) $2,557 Shares 30,643 Est. Cost $47.17 Unrealized +49.4%
ENB ENBRIDGE INC 0.9%
Value ($000) $2,534 Shares 63,299 Est. Cost $24.40 Unrealized +17.4%
CRM SALESFORCE COM INC 0.9%
Value ($000) $2,531 Shares 10,362 Est. Cost $94.03 Unrealized +142.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $2,492 Shares 29,211 Est. Cost $54.85 Unrealized +38.0%
EMR EMERSON ELEC CO 0.8%
Value ($000) $2,269 Shares 23,572 Est. Cost $45.79 Unrealized +86.7%
SCHA SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,193 Shares 21,045 Est. Cost $57.67 Unrealized
C CITIGROUP INC 0.7%
Value ($000) $2,189 Shares 30,939 Est. Cost $43.89 Unrealized +42.9%
AMGN AMGEN INC 0.7%
Value ($000) $2,163 Shares 8,872 Est. Cost $92.50 Unrealized +129.7%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $2,098 Shares 36,794 Est. Cost $31.49 Unrealized +55.8%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,077 Shares 5,186 Est. Cost $84.02 Unrealized +339.2%
ORCL ORACLE CORP 0.7%
Value ($000) $2,073 Shares 26,630 Est. Cost $28.62 Unrealized +157.1%
IJS ISHARES TR 0.7%
Value ($000) $2,067 Shares 19,602 Est. Cost $115.14 Unrealized
LLY LILLY ELI & CO 0.7%
Value ($000) $2,063 Shares 8,989 Est. Cost $68.20 Unrealized +181.4%
LHX L3HARRIS TECHNOLOGIES INC 0.7%
Value ($000) $2,040 Shares 9,437 Est. Cost $174.20 Unrealized +12.3%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $2,024 Shares 27,616 Est. Cost $52.69 Unrealized +26.2%
META FACEBOOK INC 0.7%
Value ($000) $2,020 Shares 5,809 Est. Cost $225.76 Unrealized +41.1%
TGT TARGET CORP 0.7%
Value ($000) $2,014 Shares 8,331 Est. Cost $99.83 Unrealized +91.9%
AMAT APPLIED MATLS INC 0.7%
Value ($000) $1,954 Shares 13,725 Est. Cost $58.88 Unrealized +118.8%
CAT CATERPILLAR INC 0.7%
Value ($000) $1,942 Shares 8,924 Est. Cost $97.79 Unrealized +116.6%
D DOMINION ENERGY INC 0.6%
Value ($000) $1,906 Shares 25,904 Est. Cost $47.76 Unrealized +31.2%
AVGO BROADCOM INC 0.6%
Value ($000) $1,895 Shares 3,974 Est. Cost $21.21 Unrealized +98.3%
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $1,890 Shares 7,772 Est. Cost $179.28 Unrealized +23.9%
STZ CONSTELLATION BRANDS INC 0.6%
Value ($000) $1,871 Shares 8,001 Est. Cost $164.60 Unrealized +32.1%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $1,807 Shares 39,888 Est. Cost $30.16 Unrealized +32.6%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $1,793 Shares 6,638 Est. Cost $61.69 Unrealized +258.7%
USB US BANCORP DEL 0.6%
Value ($000) $1,783 Shares 31,300 Est. Cost $31.02 Unrealized +53.8%
VEEV VEEVA SYS INC 0.6%
Value ($000) $1,734 Shares 5,576 Est. Cost $176.47 Unrealized +58.0%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,725 Shares 4,030 Est. Cost $236.33 Unrealized
BWA BORGWARNER INC 0.6%
Value ($000) $1,698 Shares 34,985 Est. Cost $30.35 Unrealized +35.6%
MDT MEDTRONIC PLC 0.6%
Value ($000) $1,694 Shares 13,645 Est. Cost $67.18 Unrealized +63.0%
KO COCA COLA CO 0.6%
Value ($000) $1,693 Shares 31,286 Est. Cost $39.99 Unrealized +18.2%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,682 Shares 16,056 Est. Cost $74.55 Unrealized +16.8%
NKE NIKE INC 0.5%
Value ($000) $1,619 Shares 10,480 Est. Cost $56.91 Unrealized +120.8%
VIACOMCBS INC 0.5%
Value ($000) $1,605 Shares 35,501 Est. Cost $41.36 Unrealized
WAB WABTEC 0.5%
Value ($000) $1,604 Shares 19,493 Est. Cost $61.01 Unrealized +29.6%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $1,581 Shares 19,339 Est. Cost $47.65 Unrealized +50.5%
GT GOODYEAR TIRE & RUBR CO 0.5%
Value ($000) $1,486 Shares 86,665 Est. Cost $18.42 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $1,450 Shares 18,734 Est. Cost $25.42 Unrealized +20.3%
MRK MERCK & CO INC 0.5%
Value ($000) $1,415 Shares 18,197 Est. Cost $44.73 Unrealized +43.4%
MGM MGM RESORTS INTERNATIONAL 0.4%
Value ($000) $1,327 Shares 31,115 Est. Cost $28.16 Unrealized +46.8%
LINDE PLC 0.4%
Value ($000) $1,326 Shares 4,586 Est. Cost $156.19 Unrealized
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $1,319 Shares 9,172 Est. Cost $94.12 Unrealized +47.0%
CTVA CORTEVA INC 0.4%
Value ($000) $1,301 Shares 29,331 Est. Cost $25.23 Unrealized +74.0%
KELLOGG CO 0.4%
Value ($000) $1,299 Shares 20,186 Est. Cost $46.96 Unrealized +9.8%
MS MORGAN STANLEY 0.4%
Value ($000) $1,254 Shares 13,675 Est. Cost $26.42 Unrealized +179.0%
BIIB BIOGEN INC 0.4%
Value ($000) $1,207 Shares 3,485 Est. Cost $230.67 Unrealized +31.3%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,190 Shares 5,724 Est. Cost $82.75 Unrealized +98.4%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,186 Shares 5,405 Est. Cost $71.18 Unrealized +170.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,171 Shares 19,226 Est. Cost $31.93 Unrealized +47.8%
ECL ECOLAB INC 0.4%
Value ($000) $1,164 Shares 5,651 Est. Cost $111.01 Unrealized +85.9%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,157 Shares 7,675 Est. Cost $103.35 Unrealized
AAP ADVANCE AUTO PARTS INC 0.4%
Value ($000) $1,113 Shares 5,425 Est. Cost $117.88 Unrealized +48.2%
INTC INTEL CORP 0.4%
Value ($000) $1,081 Shares 19,256 Est. Cost $23.37 Unrealized +129.2%
IHI ISHARES TR 0.4%
Value ($000) $1,074 Shares 2,975 Est. Cost $125.23 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,065 Shares 13,086 Est. Cost $53.35 Unrealized +37.6%
MMM 3M CO 0.4%
Value ($000) $1,045 Shares 5,260 Est. Cost $103.77 Unrealized +35.3%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,038 Shares 19,583 Est. Cost $36.82 Unrealized +24.5%
LAM RESEARCH CORP 0.3%
Value ($000) $1,033 Shares 1,588 Est. Cost $200.30 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $992 Shares 4,293 Est. Cost $106.84 Unrealized +95.9%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $992 Shares 5,269 Est. Cost $159.88 Unrealized +6.9%
VYX NCR CORP NEW 0.3%
Value ($000) $979 Shares 21,458 Est. Cost $19.02 Unrealized +45.5%
SDY SPDR SER TR 0.3%
Value ($000) $973 Shares 7,957 Est. Cost $80.19 Unrealized
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $969 Shares 3,511 Est. Cost $162.38 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $963 Shares 3,356 Est. Cost $131.22 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $956 Shares 3,509 Est. Cost $190.49 Unrealized +38.0%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $946 Shares 3,985 Est. Cost $152.05 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $920 Shares 6,230 Est. Cost $44.40 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $896 Shares 18,442 Est. Cost $17.13 Unrealized +145.0%
SPLUNK INC 0.3%
Value ($000) $861 Shares 5,955 Est. Cost $137.01 Unrealized
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $858 Shares 1,825 Est. Cost $367.89 Unrealized +16.9%
BA BOEING CO 0.3%
Value ($000) $851 Shares 3,553 Est. Cost $131.73 Unrealized +83.5%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $822 Shares 8,292 Est. Cost $49.92 Unrealized +53.1%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $815 Shares 12,882 Est. Cost $38.94 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $813 Shares 12,054 Est. Cost $44.53 Unrealized +43.0%
WESTROCK CO 0.3%
Value ($000) $808 Shares 15,185 Est. Cost $33.12 Unrealized
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $789 Shares 2,482 Est. Cost $165.58 Unrealized +70.8%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $762 Shares 3,421 Est. Cost $194.72 Unrealized
RY ROYAL BK CDA 0.3%
Value ($000) $747 Shares 7,373 Est. Cost $67.13 Unrealized +47.6%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $745 Shares 23,275 Est. Cost $32.29 Unrealized -14.0%
PFE PFIZER INC 0.3%
Value ($000) $741 Shares 18,931 Est. Cost $20.87 Unrealized +48.5%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $709 Shares 4,584 Est. Cost $67.44 Unrealized +105.5%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $689 Shares 3,614 Est. Cost $101.38 Unrealized +56.5%
DE DEERE & CO 0.2%
Value ($000) $683 Shares 1,936 Est. Cost $133.73 Unrealized +156.4%
YUM YUM BRANDS INC 0.2%
Value ($000) $672 Shares 5,839 Est. Cost $41.28 Unrealized +161.8%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $666 Shares 7,090 Est. Cost $52.28 Unrealized +28.7%
SYY SYSCO CORP 0.2%
Value ($000) $657 Shares 8,447 Est. Cost $45.18 Unrealized +57.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $647 Shares 5,789 Est. Cost $49.99 Unrealized +103.4%
WMT WALMART INC 0.2%
Value ($000) $643 Shares 4,563 Est. Cost $22.59 Unrealized +93.9%
UNP UNION PAC CORP 0.2%
Value ($000) $643 Shares 2,924 Est. Cost $103.96 Unrealized +92.7%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $593 Shares 9,497 Est. Cost $46.69 Unrealized +17.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $559 Shares 229 Est. Cost $40.29 Unrealized +187.7%
QCOM QUALCOMM INC 0.2%
Value ($000) $559 Shares 3,914 Est. Cost $47.31 Unrealized +158.2%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $555 Shares 1,520 Est. Cost $233.10 Unrealized +55.4%
IBB ISHARES TR 0.2%
Value ($000) $555 Shares 3,389 Est. Cost $134.29 Unrealized
EFX EQUIFAX INC 0.2%
Value ($000) $547 Shares 2,285 Est. Cost $170.61 Unrealized +26.8%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $533 Shares 3,441 Est. Cost $97.34 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $522 Shares 2,588 Est. Cost $209.17 Unrealized 0.0%
IGV ISHARES TR 0.2%
Value ($000) $518 Shares 1,327 Est. Cost $236.33 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $515 Shares 3,746 Est. Cost $96.61 Unrealized
CERNER CORP 0.2%
Value ($000) $503 Shares 6,438 Est. Cost $73.90 Unrealized
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $490 Shares 3,715 Est. Cost $48.75 Unrealized +145.7%
DVY ISHARES TR 0.2%
Value ($000) $489 Shares 4,194 Est. Cost $81.72 Unrealized
VOX VANGUARD WORLD FDS 0.2%
Value ($000) $489 Shares 3,399 Est. Cost $93.26 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $465 Shares 7,793 Est. Cost $39.90 Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $457 Shares 6,200 Est. Cost $21.97 Unrealized +206.1%
UNILEVER PLC 0.2%
Value ($000) $446 Shares 7,625 Est. Cost $47.85 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $445 Shares 2,314 Est. Cost $65.92 Unrealized +149.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $442 Shares 2,676 Est. Cost $64.52 Unrealized +129.2%
FCNCA FIRST CTZNS BANCSHARES INC N 0.1%
Value ($000) $441 Shares 530 Est. Cost $495.92 Unrealized +69.3%
MCO MOODYS CORP 0.1%
Value ($000) $433 Shares 1,195 Est. Cost $233.06 Unrealized +37.4%
HD HOME DEPOT INC 0.1%
Value ($000) $424 Shares 1,330 Est. Cost $85.12 Unrealized +233.5%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $421 Shares 10,325 Est. Cost $33.82 Unrealized 0.0%
IWD ISHARES TR 0.1%
Value ($000) $407 Shares 2,569 Est. Cost $122.55 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $396 Shares 1,492 Est. Cost $76.64 Unrealized +226.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $383 Shares 1,012 Est. Cost $167.03 Unrealized +102.7%
BLACKROCK INC 0.1%
Value ($000) $372 Shares 425 Est. Cost $316.57 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $370 Shares 1,241 Est. Cost $157.23 Unrealized +71.9%
CANADIAN PAC RY LTD 0.1%
Value ($000) $368 Shares 4,780 Est. Cost $105.84 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $368 Shares 400 Est. Cost $179.26 Unrealized +56.5%
BALL BALL CORP 0.1%
Value ($000) $367 Shares 4,535 Est. Cost $30.44 Unrealized +167.9%
SABR SABRE CORP 0.1%
Value ($000) $365 Shares 29,231 Est. Cost $13.59 Unrealized +3.5%
EEM ISHARES TR 0.1%
Value ($000) $362 Shares 6,570 Est. Cost $34.08 Unrealized
DOW DOW INC 0.1%
Value ($000) $336 Shares 5,310 Est. Cost $36.37 Unrealized +40.4%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $334 Shares 5,034 Est. Cost $39.39 Unrealized +61.9%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $332 Shares 1,676 Est. Cost $89.85 Unrealized +68.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $331 Shares 2,257 Est. Cost $102.99 Unrealized +10.1%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $321 Shares 1,300 Est. Cost $228.64 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $290 Shares 527 Est. Cost $101.38 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $281 Shares 20,899 Est. Cost $23.86 Unrealized
T AT&T INC 0.1%
Value ($000) $266 Shares 9,237 Est. Cost $14.00 Unrealized +21.4%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $264 Shares 910 Est. Cost $253.85 Unrealized
VMC VULCAN MATLS CO 0.1%
Value ($000) $256 Shares 1,471 Est. Cost $104.50 Unrealized +64.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $236 Shares 3,410 Est. Cost $59.95 Unrealized +15.5%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $236 Shares 1,175 Est. Cost $143.33 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $231 Shares 584 Est. Cost $309.34 Unrealized +16.1%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $229 Shares 3,396 Est. Cost $47.78 Unrealized +47.4%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $229 Shares 1,245 Est. Cost $145.48 Unrealized +15.5%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $222 Shares 2,510 Est. Cost $78.95 Unrealized +2.2%
PPG PPG INDS INC 0.1%
Value ($000) $215 Shares 1,269 Est. Cost $156.34 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $214 Shares 5,840 Est. Cost $36.64 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $212 Shares 727 Est. Cost $263.52 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $210 Shares 4,396 Est. Cost $30.41 Unrealized +11.7%
DOV DOVER CORP 0.1%
Value ($000) $210 Shares 1,395 Est. Cost $139.07 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $204 Shares 692 Est. Cost $241.32 Unrealized +11.1%