Triangle Securities Wealth Management Diversified Active

CIK: 0001541353 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 14, 2021

Total Value ($000): $294,620 (100.0% shares, 0.0% debt)

Holdings (174)

SCHM SCHWAB STRATEGIC TR 4.3%
Value ($000) $12,531 Shares 163,463 Est. Cost $46.53 Unrealized
VGT VANGUARD WORLD FDS 3.8%
Value ($000) $11,171 Shares 27,838 Est. Cost $109.53 Unrealized
SLYV SPDR SER TR 3.3%
Value ($000) $9,679 Shares 118,095 Est. Cost $53.09 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $9,590 Shares 34,018 Est. Cost $51.79 Unrealized +442.0%
GOOG ALPHABET INC 2.6%
Value ($000) $7,801 Shares 2,927 Est. Cost $36.61 Unrealized +273.7%
BX BLACKSTONE INC 2.5%
Value ($000) $7,254 Shares 62,348 Est. Cost $51.82 Unrealized +93.6%
LOW LOWES COS INC 2.3%
Value ($000) $6,703 Shares 33,043 Est. Cost $78.79 Unrealized +133.0%
AAPL APPLE INC 2.1%
Value ($000) $6,093 Shares 43,062 Est. Cost $85.15 Unrealized +69.0%
SCHX SCHWAB STRATEGIC TR 2.0%
Value ($000) $5,866 Shares 56,388 Est. Cost $66.95 Unrealized
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $5,243 Shares 32,027 Est. Cost $44.22 Unrealized +217.3%
VCR VANGUARD WORLD FDS 1.7%
Value ($000) $5,117 Shares 16,508 Est. Cost $129.66 Unrealized
IJR ISHARES TR 1.7%
Value ($000) $4,902 Shares 44,896 Est. Cost $80.43 Unrealized
KKR KKR & CO INC 1.6%
Value ($000) $4,638 Shares 76,175 Est. Cost $39.75 Unrealized +52.2%
MANAGED PORTFOLIO SERIES 1.5%
Value ($000) $4,508 Shares 206,807 Est. Cost $22.52 Unrealized
BAC BK OF AMERICA CORP 1.3%
Value ($000) $3,697 Shares 87,091 Est. Cost $19.25 Unrealized +87.5%
KIE SPDR SER TR 1.2%
Value ($000) $3,503 Shares 92,725 Est. Cost $42.50 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $3,489 Shares 1,062 Est. Cost $95.24 Unrealized +81.1%
TFC TRUIST FINL CORP 1.1%
Value ($000) $3,376 Shares 57,561 Est. Cost $40.37 Unrealized +11.8%
IJH ISHARES TR 1.1%
Value ($000) $3,363 Shares 12,782 Est. Cost $155.14 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,326 Shares 20,592 Est. Cost $62.30 Unrealized +141.2%
PEP PEPSICO INC 1.1%
Value ($000) $3,302 Shares 21,957 Est. Cost $67.12 Unrealized +101.1%
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $3,288 Shares 8,698 Est. Cost $141.57 Unrealized +147.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,191 Shares 54,252 Est. Cost $48.81 Unrealized -0.7%
VYM VANGUARD WHITEHALL FDS 1.0%
Value ($000) $2,956 Shares 28,604 Est. Cost $70.65 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $2,948 Shares 21,090 Est. Cost $61.75 Unrealized +106.1%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $2,921 Shares 5,073 Est. Cost $148.97 Unrealized +322.5%
V VISA INC 1.0%
Value ($000) $2,902 Shares 13,026 Est. Cost $60.90 Unrealized +272.7%
CRM SALESFORCE COM INC 1.0%
Value ($000) $2,841 Shares 10,475 Est. Cost $95.73 Unrealized +162.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,782 Shares 10,193 Est. Cost $153.75 Unrealized +82.7%
CVS CVS HEALTH CORP 0.9%
Value ($000) $2,613 Shares 30,787 Est. Cost $47.17 Unrealized +53.7%
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $2,543 Shares 26,059 Est. Cost $50.68 Unrealized +72.2%
ENB ENBRIDGE INC 0.9%
Value ($000) $2,528 Shares 63,524 Est. Cost $24.40 Unrealized +21.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $2,509 Shares 29,188 Est. Cost $54.85 Unrealized +41.1%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $2,469 Shares 45,721 Est. Cost $29.16 Unrealized +45.1%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $2,335 Shares 39,456 Est. Cost $39.36 Unrealized +39.3%
ORCL ORACLE CORP 0.8%
Value ($000) $2,247 Shares 25,791 Est. Cost $28.62 Unrealized +191.1%
C CITIGROUP INC 0.7%
Value ($000) $2,203 Shares 31,384 Est. Cost $44.11 Unrealized +35.3%
EMR EMERSON ELEC CO 0.7%
Value ($000) $2,202 Shares 23,372 Est. Cost $45.79 Unrealized +99.2%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $2,168 Shares 27,616 Est. Cost $52.69 Unrealized +36.4%
SCHA SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,164 Shares 21,621 Est. Cost $58.80 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.7%
Value ($000) $2,085 Shares 9,469 Est. Cost $174.20 Unrealized +19.3%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,026 Shares 5,185 Est. Cost $84.02 Unrealized +358.1%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $2,026 Shares 36,216 Est. Cost $31.49 Unrealized +63.2%
META FACEBOOK INC 0.7%
Value ($000) $1,990 Shares 5,863 Est. Cost $225.76 Unrealized +58.4%
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $1,976 Shares 42,572 Est. Cost $30.88 Unrealized +34.7%
LLY LILLY ELI & CO 0.7%
Value ($000) $1,964 Shares 8,498 Est. Cost $68.20 Unrealized +247.0%
IJS ISHARES TR 0.7%
Value ($000) $1,960 Shares 19,473 Est. Cost $115.14 Unrealized
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $1,935 Shares 7,873 Est. Cost $179.90 Unrealized +26.8%
D DOMINION ENERGY INC 0.6%
Value ($000) $1,902 Shares 26,054 Est. Cost $47.76 Unrealized +30.7%
AVGO BROADCOM INC 0.6%
Value ($000) $1,872 Shares 3,860 Est. Cost $21.21 Unrealized +109.7%
AMGN AMGEN INC 0.6%
Value ($000) $1,868 Shares 8,783 Est. Cost $92.50 Unrealized +116.5%
TGT TARGET CORP 0.6%
Value ($000) $1,864 Shares 8,146 Est. Cost $99.83 Unrealized +120.3%
USB US BANCORP DEL 0.6%
Value ($000) $1,861 Shares 31,304 Est. Cost $31.02 Unrealized +50.4%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $1,760 Shares 6,633 Est. Cost $61.69 Unrealized +303.1%
STZ CONSTELLATION BRANDS INC 0.6%
Value ($000) $1,715 Shares 8,142 Est. Cost $165.26 Unrealized +22.7%
CAT CATERPILLAR INC 0.6%
Value ($000) $1,705 Shares 8,880 Est. Cost $97.79 Unrealized +96.4%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,691 Shares 3,941 Est. Cost $236.33 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $1,678 Shares 13,390 Est. Cost $67.18 Unrealized +68.9%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,678 Shares 16,540 Est. Cost $74.80 Unrealized +11.4%
WAB WABTEC 0.6%
Value ($000) $1,657 Shares 19,218 Est. Cost $61.01 Unrealized +37.7%
KO COCA COLA CO 0.6%
Value ($000) $1,642 Shares 31,290 Est. Cost $39.99 Unrealized +22.0%
VEEV VEEVA SYS INC 0.5%
Value ($000) $1,600 Shares 5,551 Est. Cost $176.47 Unrealized +79.8%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $1,585 Shares 19,262 Est. Cost $47.65 Unrealized +72.4%
GT GOODYEAR TIRE & RUBR CO 0.5%
Value ($000) $1,584 Shares 89,490 Est. Cost $18.35 Unrealized -11.5%
BWA BORGWARNER INC 0.5%
Value ($000) $1,555 Shares 35,982 Est. Cost $30.55 Unrealized +22.1%
NKE NIKE INC 0.5%
Value ($000) $1,476 Shares 10,160 Est. Cost $56.91 Unrealized +168.0%
VIACOMCBS INC 0.5%
Value ($000) $1,442 Shares 36,508 Est. Cost $41.31 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,375 Shares 18,306 Est. Cost $44.73 Unrealized +47.9%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $1,351 Shares 19,864 Est. Cost $25.59 Unrealized +10.8%
LINDE PLC 0.5%
Value ($000) $1,345 Shares 4,586 Est. Cost $156.19 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.5%
Value ($000) $1,343 Shares 31,115 Est. Cost $28.16 Unrealized +44.6%
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $1,341 Shares 4,622 Est. Cost $174.75 Unrealized
KELLOGG CO 0.5%
Value ($000) $1,332 Shares 20,838 Est. Cost $47.10 Unrealized +9.1%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,313 Shares 19,371 Est. Cost $31.93 Unrealized +54.4%
MS MORGAN STANLEY 0.4%
Value ($000) $1,298 Shares 13,335 Est. Cost $26.42 Unrealized +224.4%
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $1,283 Shares 9,017 Est. Cost $94.12 Unrealized +45.6%
PFE PFIZER INC 0.4%
Value ($000) $1,249 Shares 29,048 Est. Cost $26.03 Unrealized +37.1%
CTVA CORTEVA INC 0.4%
Value ($000) $1,249 Shares 29,683 Est. Cost $25.42 Unrealized +62.2%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,241 Shares 8,286 Est. Cost $106.77 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $1,179 Shares 5,651 Est. Cost $111.01 Unrealized +87.9%
AAP ADVANCE AUTO PARTS INC 0.4%
Value ($000) $1,126 Shares 5,390 Est. Cost $117.88 Unrealized +58.2%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,121 Shares 5,280 Est. Cost $71.18 Unrealized +173.4%
IHI ISHARES TR 0.4%
Value ($000) $1,078 Shares 17,175 Est. Cost $73.59 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,066 Shares 19,588 Est. Cost $36.82 Unrealized +33.7%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,058 Shares 8,221 Est. Cost $58.88 Unrealized +121.8%
INTC INTEL CORP 0.4%
Value ($000) $1,037 Shares 19,459 Est. Cost $23.65 Unrealized +110.6%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,032 Shares 4,280 Est. Cost $106.84 Unrealized +102.0%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,027 Shares 5,642 Est. Cost $82.75 Unrealized +96.7%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,017 Shares 5,189 Est. Cost $159.88 Unrealized +11.7%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $987 Shares 13,053 Est. Cost $53.35 Unrealized +34.4%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $981 Shares 3,509 Est. Cost $190.49 Unrealized +47.7%
BIIB BIOGEN INC 0.3%
Value ($000) $975 Shares 3,447 Est. Cost $230.67 Unrealized +42.1%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $966 Shares 3,431 Est. Cost $162.38 Unrealized
SDY SPDR SER TR 0.3%
Value ($000) $952 Shares 8,103 Est. Cost $80.87 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $943 Shares 3,985 Est. Cost $152.05 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $928 Shares 6,216 Est. Cost $44.40 Unrealized
MMM 3M CO 0.3%
Value ($000) $928 Shares 5,288 Est. Cost $103.77 Unrealized +32.3%
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $905 Shares 7,435 Est. Cost $120.76 Unrealized 0.0%
LAM RESEARCH CORP 0.3%
Value ($000) $867 Shares 1,524 Est. Cost $200.30 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $834 Shares 16,109 Est. Cost $17.13 Unrealized +196.0%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $823 Shares 12,882 Est. Cost $38.94 Unrealized
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $814 Shares 1,825 Est. Cost $367.89 Unrealized +26.8%
VYX NCR CORP NEW 0.3%
Value ($000) $802 Shares 20,683 Est. Cost $19.02 Unrealized +36.8%
TJX TJX COS INC NEW 0.3%
Value ($000) $793 Shares 12,024 Est. Cost $44.53 Unrealized +47.0%
BA BOEING CO 0.3%
Value ($000) $789 Shares 3,587 Est. Cost $131.73 Unrealized +69.3%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $782 Shares 8,250 Est. Cost $49.92 Unrealized +62.4%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $760 Shares 3,421 Est. Cost $194.72 Unrealized
WESTROCK CO 0.3%
Value ($000) $757 Shares 15,185 Est. Cost $33.12 Unrealized
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $744 Shares 2,482 Est. Cost $165.58 Unrealized +84.4%
RY ROYAL BK CDA 0.2%
Value ($000) $733 Shares 7,373 Est. Cost $67.13 Unrealized +51.8%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $723 Shares 24,390 Est. Cost $32.01 Unrealized -18.8%
YUM YUM BRANDS INC 0.2%
Value ($000) $711 Shares 5,814 Est. Cost $41.28 Unrealized +182.9%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $689 Shares 7,280 Est. Cost $52.63 Unrealized +25.3%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $683 Shares 4,214 Est. Cost $67.44 Unrealized +123.5%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $666 Shares 3,404 Est. Cost $101.38 Unrealized +58.6%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $658 Shares 4,287 Est. Cost $108.42 Unrealized
EFX EQUIFAX INC 0.2%
Value ($000) $654 Shares 2,580 Est. Cost $179.90 Unrealized +40.0%
SYY SYSCO CORP 0.2%
Value ($000) $651 Shares 8,297 Est. Cost $45.18 Unrealized +50.0%
DE DEERE & CO 0.2%
Value ($000) $644 Shares 1,921 Est. Cost $133.73 Unrealized +153.7%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $638 Shares 4,716 Est. Cost $104.57 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $636 Shares 5,766 Est. Cost $49.99 Unrealized +111.4%
WMT WALMART INC 0.2%
Value ($000) $632 Shares 4,532 Est. Cost $22.59 Unrealized +101.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $612 Shares 229 Est. Cost $40.29 Unrealized +235.2%
UNP UNION PAC CORP 0.2%
Value ($000) $573 Shares 2,924 Est. Cost $103.96 Unrealized +87.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $550 Shares 9,461 Est. Cost $46.69 Unrealized +18.7%
IBB ISHARES TR 0.2%
Value ($000) $548 Shares 3,389 Est. Cost $134.29 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $547 Shares 3,013 Est. Cost $207.21 Unrealized -5.8%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $537 Shares 3,695 Est. Cost $48.75 Unrealized +175.9%
IGV ISHARES TR 0.2%
Value ($000) $520 Shares 1,302 Est. Cost $236.33 Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $489 Shares 6,200 Est. Cost $21.97 Unrealized +199.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $482 Shares 3,740 Est. Cost $47.31 Unrealized +172.3%
DVY ISHARES TR 0.2%
Value ($000) $481 Shares 4,194 Est. Cost $81.72 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $481 Shares 13,065 Est. Cost $33.13 Unrealized -7.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $480 Shares 1,381 Est. Cost $233.10 Unrealized +52.2%
VOX VANGUARD WORLD FDS 0.2%
Value ($000) $476 Shares 3,384 Est. Cost $93.26 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $461 Shares 7,842 Est. Cost $39.90 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $461 Shares 2,943 Est. Cost $126.88 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $448 Shares 2,676 Est. Cost $64.52 Unrealized +145.3%
HD HOME DEPOT INC 0.1%
Value ($000) $437 Shares 1,330 Est. Cost $85.12 Unrealized +246.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $435 Shares 2,264 Est. Cost $65.92 Unrealized +154.8%
SABR SABRE CORP 0.1%
Value ($000) $433 Shares 36,560 Est. Cost $13.14 Unrealized -13.7%
FCNCA FIRST CTZNS BANCSHARES INC N 0.1%
Value ($000) $426 Shares 505 Est. Cost $495.92 Unrealized +65.2%
MCO MOODYS CORP 0.1%
Value ($000) $424 Shares 1,195 Est. Cost $233.06 Unrealized +55.8%
UNILEVER PLC 0.1%
Value ($000) $413 Shares 7,625 Est. Cost $47.85 Unrealized
BALL BALL CORP 0.1%
Value ($000) $408 Shares 4,535 Est. Cost $30.44 Unrealized +174.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $398 Shares 400 Est. Cost $179.26 Unrealized +87.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $363 Shares 1,053 Est. Cost $173.02 Unrealized +85.4%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $357 Shares 1,492 Est. Cost $76.64 Unrealized +204.6%
BLACKROCK INC 0.1%
Value ($000) $352 Shares 420 Est. Cost $316.57 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $340 Shares 546 Est. Cost $102.06 Unrealized +18.6%
EEM ISHARES TR 0.1%
Value ($000) $331 Shares 6,570 Est. Cost $34.08 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $312 Shares 1,586 Est. Cost $89.85 Unrealized +93.6%
CANADIAN PAC RY LTD 0.1%
Value ($000) $311 Shares 4,780 Est. Cost $105.84 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $294 Shares 2,113 Est. Cost $102.99 Unrealized +8.9%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $294 Shares 1,190 Est. Cost $228.64 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $293 Shares 5,034 Est. Cost $39.39 Unrealized +56.1%
DOW DOW INC 0.1%
Value ($000) $290 Shares 5,034 Est. Cost $36.37 Unrealized +31.5%
FDX FEDEX CORP 0.1%
Value ($000) $270 Shares 1,231 Est. Cost $157.23 Unrealized +57.7%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $269 Shares 2,609 Est. Cost $62.95 Unrealized 0.0%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $262 Shares 910 Est. Cost $253.85 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $262 Shares 584 Est. Cost $309.34 Unrealized +35.2%
T AT&T INC 0.1%
Value ($000) $254 Shares 9,394 Est. Cost $14.03 Unrealized +14.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $253 Shares 3,410 Est. Cost $59.95 Unrealized +14.8%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $244 Shares 3,396 Est. Cost $47.78 Unrealized +49.8%
VMC VULCAN MATLS CO 0.1%
Value ($000) $237 Shares 1,401 Est. Cost $104.50 Unrealized +65.5%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $236 Shares 1,175 Est. Cost $143.33 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $233 Shares 3,005 Est. Cost $77.54 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $219 Shares 5,840 Est. Cost $36.64 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $217 Shares 1,395 Est. Cost $139.07 Unrealized +12.6%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $215 Shares 1,245 Est. Cost $145.48 Unrealized +25.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $215 Shares 672 Est. Cost $241.32 Unrealized +26.6%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $206 Shares 1,983 Est. Cost $45.70 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $203 Shares 2,510 Est. Cost $78.95 Unrealized -1.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $200 Shares 4,396 Est. Cost $30.41 Unrealized +11.8%