VAUGHAN DAVID INVESTMENTS LLC/IL Diversified Active

CIK: 0001063571 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 8, 2019

Total Value ($000): $2,368,907 (100.0% shares, 0.0% debt)

Holdings (183)

RLI RLI CORP 6.3%
Value ($000) $148,429 Shares 2,068,695 Est. Cost $26.57 Unrealized +3.5%
MSFT MICROSOFT CORP 2.8%
Value ($000) $65,432 Shares 554,791 Est. Cost $22.75 Unrealized +349.7%
CSCO CISCO SYSTEMS INC 2.2%
Value ($000) $51,368 Shares 951,433 Est. Cost $14.67 Unrealized +169.4%
INTC INTEL CORPORATION 2.0%
Value ($000) $46,621 Shares 868,167 Est. Cost $16.07 Unrealized +172.8%
UNH UNITEDHEALTH GROUP 1.8%
Value ($000) $41,510 Shares 167,878 Est. Cost $44.59 Unrealized +410.5%
T AT&T INC 1.7%
Value ($000) $40,579 Shares 1,293,981 Est. Cost $12.35 Unrealized +14.7%
VERIZON COMMUNICATIONS 1.7%
Value ($000) $40,507 Shares 685,055 Est. Cost $49.14 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $39,112 Shares 279,792 Est. Cost $56.85 Unrealized +94.1%
TXN TEXAS INSTRUMENTS INC 1.6%
Value ($000) $39,044 Shares 368,100 Est. Cost $23.77 Unrealized +259.2%
JPM JP MORGAN CHASE & CO 1.6%
Value ($000) $38,351 Shares 378,853 Est. Cost $34.50 Unrealized +147.4%
HON HONEYWELL INTERNATL INC 1.6%
Value ($000) $37,091 Shares 233,393 Est. Cost $49.02 Unrealized +147.1%
ABT ABBOTT LABORATORIES 1.5%
Value ($000) $36,162 Shares 452,368 Est. Cost $34.94 Unrealized +89.2%
DE DEERE & CO 1.5%
Value ($000) $35,558 Shares 222,462 Est. Cost $71.19 Unrealized +103.0%
DIS THE WALT DISNEY CO 1.4%
Value ($000) $32,664 Shares 294,191 Est. Cost $53.57 Unrealized +101.4%
S&P GLOBAL INC 1.4%
Value ($000) $32,279 Shares 153,307 Est. Cost $107.26 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $31,979 Shares 168,329 Est. Cost $65.59 Unrealized +135.8%
ORCL ORACLE CORP 1.3%
Value ($000) $31,833 Shares 592,690 Est. Cost $29.69 Unrealized +55.2%
NEXTERA ENERGY INC 1.3%
Value ($000) $31,608 Shares 163,499 Est. Cost $80.02 Unrealized
MKC MCCORMICK & CO INC 1.3%
Value ($000) $30,964 Shares 205,565 Est. Cost $27.17 Unrealized +117.5%
PFE PFIZER INC 1.3%
Value ($000) $30,835 Shares 726,040 Est. Cost $15.90 Unrealized +83.9%
PEP PEPSICO INC 1.3%
Value ($000) $30,062 Shares 245,307 Est. Cost $52.97 Unrealized +74.5%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $29,187 Shares 280,513 Est. Cost $53.66 Unrealized +52.9%
MMM 3M COMPANY 1.2%
Value ($000) $28,714 Shares 138,194 Est. Cost $61.13 Unrealized +114.4%
AEP AMERICAN ELECTRIC POWER 1.2%
Value ($000) $28,626 Shares 341,799 Est. Cost $30.95 Unrealized +101.8%
XEL XCEL ENERGY 1.2%
Value ($000) $28,483 Shares 506,730 Est. Cost $19.62 Unrealized +119.7%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $27,135 Shares 248,266 Est. Cost $55.73 Unrealized +71.9%
COP CONOCOPHILLIPS 1.1%
Value ($000) $27,099 Shares 406,033 Est. Cost $37.24 Unrealized +42.3%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $27,029 Shares 219,423 Est. Cost $68.41 Unrealized +27.8%
EVERSOURCE ENERGY 1.1%
Value ($000) $26,620 Shares 375,195 Est. Cost $51.89 Unrealized
MRSH MARSH & MCLENNAN COS 1.1%
Value ($000) $26,340 Shares 280,516 Est. Cost $33.73 Unrealized +135.2%
FE FIRSTENERGY CORP 1.1%
Value ($000) $25,811 Shares 620,309 Est. Cost $23.45 Unrealized +28.0%
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $25,643 Shares 198,949 Est. Cost $94.87 Unrealized
LNT ALLIANT ENERGY CORP 1.1%
Value ($000) $25,546 Shares 542,035 Est. Cost $22.25 Unrealized +62.4%
RPM RPM INTERNATIONAL INC 1.1%
Value ($000) $25,406 Shares 437,734 Est. Cost $32.34 Unrealized +75.5%
GPC GENUINE PARTS CO 1.1%
Value ($000) $25,197 Shares 224,917 Est. Cost $51.16 Unrealized +65.7%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $25,185 Shares 148,776 Est. Cost $53.95 Unrealized +166.4%
UPS UNITED PARCEL SERVICE B 1.1%
Value ($000) $25,137 Shares 224,957 Est. Cost $56.33 Unrealized +43.7%
AFL AFLAC INC 1.1%
Value ($000) $25,050 Shares 500,999 Est. Cost $30.47 Unrealized +34.5%
IBM INTL BUSINESS MACHINES CORP 1.1%
Value ($000) $24,941 Shares 176,763 Est. Cost $113.43 Unrealized -16.6%
TGT TARGET CORP 1.0%
Value ($000) $24,733 Shares 308,166 Est. Cost $44.35 Unrealized +36.8%
SO SOUTHERN CO 1.0%
Value ($000) $24,657 Shares 477,113 Est. Cost $26.54 Unrealized +41.0%
EXXON MOBIL CORPORATION 1.0%
Value ($000) $24,506 Shares 303,289 Est. Cost $85.02 Unrealized
KMB KIMBERLY CLARK CORP 1.0%
Value ($000) $24,213 Shares 195,420 Est. Cost $60.62 Unrealized +50.6%
POR PORTLAND GENERAL ELECTRIC CO 1.0%
Value ($000) $23,950 Shares 461,996 Est. Cost $19.44 Unrealized +91.0%
DUKE ENERGY HOLDING CORP 1.0%
Value ($000) $23,871 Shares 265,237 Est. Cost $73.68 Unrealized
DISCOVER FINANCIAL SERVICES 1.0%
Value ($000) $23,701 Shares 333,071 Est. Cost $53.70 Unrealized
WFC WELLS FARGO & COMPANY 1.0%
Value ($000) $23,445 Shares 485,212 Est. Cost $26.72 Unrealized +52.6%
PNC PNC FINANCIAL SERVICES GROUP 1.0%
Value ($000) $23,442 Shares 191,112 Est. Cost $44.20 Unrealized +119.0%
GIS GENERAL MILLS INC 1.0%
Value ($000) $23,176 Shares 447,840 Est. Cost $30.23 Unrealized +18.4%
DTE DTE ENERGY COMPANY 1.0%
Value ($000) $23,108 Shares 185,249 Est. Cost $38.63 Unrealized +107.3%
KO COCA COLA CO 1.0%
Value ($000) $22,934 Shares 489,421 Est. Cost $26.63 Unrealized +41.9%
PPG PPG INDUSTRIES INC 1.0%
Value ($000) $22,871 Shares 202,629 Est. Cost $75.97 Unrealized +23.6%
USB US BANCORP 1.0%
Value ($000) $22,722 Shares 471,501 Est. Cost $22.80 Unrealized +64.9%
BB & T CORPORATION 1.0%
Value ($000) $22,666 Shares 487,123 Est. Cost $32.50 Unrealized
ROYAL DUTCH SHELL PLC B ADR 1.0%
Value ($000) $22,516 Shares 352,094 Est. Cost $53.90 Unrealized
D DOMINION ENERGY INC 0.9%
Value ($000) $22,495 Shares 293,445 Est. Cost $36.30 Unrealized +48.5%
BLACKROCK INC 0.9%
Value ($000) $22,149 Shares 51,826 Est. Cost $324.79 Unrealized
ALL ALLSTATE CORP 0.9%
Value ($000) $21,715 Shares 230,572 Est. Cost $35.97 Unrealized +113.8%
T ROWE PRICE ASSOCIATES 0.9%
Value ($000) $21,550 Shares 215,239 Est. Cost $75.49 Unrealized
EVERGY INC 0.9%
Value ($000) $21,194 Shares 365,101 Est. Cost $56.20 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.9%
Value ($000) $20,951 Shares 415,451 Est. Cost $32.96 Unrealized +28.4%
TRANSCANADA CORP 0.9%
Value ($000) $20,698 Shares 460,565 Est. Cost $43.88 Unrealized
ROYAL CARIBBEAN CRUISE 0.9%
Value ($000) $20,600 Shares 179,720 Est. Cost $104.87 Unrealized
MERCK AND CO INC NEW 0.9%
Value ($000) $20,287 Shares 243,920 Est. Cost $71.96 Unrealized
ENBRIDGE INC 0.9%
Value ($000) $20,216 Shares 557,528 Est. Cost $41.29 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $20,109 Shares 352,597 Est. Cost $46.17 Unrealized -0.9%
PM PHILIP MORRIS INTL 0.8%
Value ($000) $19,582 Shares 221,542 Est. Cost $49.53 Unrealized +13.2%
EAT BRINKER INTL INC 0.8%
Value ($000) $18,887 Shares 425,574 Est. Cost $28.81 Unrealized +49.5%
NSC NORFOLK SOUTHERN CORP 0.8%
Value ($000) $18,876 Shares 101,000 Est. Cost $124.37 Unrealized +21.0%
CL COLGATE PALMOLIVE CO 0.8%
Value ($000) $18,753 Shares 273,604 Est. Cost $44.81 Unrealized +22.7%
SOUTH JERSEY INDUSTRIES 0.8%
Value ($000) $18,462 Shares 575,674 Est. Cost $36.56 Unrealized
ALERIAN MLP ETF 0.7%
Value ($000) $16,525 Shares 1,647,510 Est. Cost $11.65 Unrealized
SCHW CHARLES SCHWAB CORP 0.7%
Value ($000) $16,314 Shares 381,519 Est. Cost $40.95 Unrealized 0.0%
MARATHON PETROLEUM CORP 0.7%
Value ($000) $15,895 Shares 265,577 Est. Cost $69.08 Unrealized
COR AMERISOURCE BERGEN CORP 0.7%
Value ($000) $15,715 Shares 197,621 Est. Cost $66.29 Unrealized -5.0%
NGG NATIONAL GRID PLC 0.6%
Value ($000) $15,061 Shares 269,711 Est. Cost $61.71 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $14,625 Shares 335,666 Est. Cost $50.30 Unrealized -29.0%
KR KROGER CO 0.6%
Value ($000) $14,534 Shares 590,828 Est. Cost $27.58 Unrealized -14.4%
WMB WILLIAMS COS INC 0.6%
Value ($000) $14,397 Shares 501,271 Est. Cost $17.49 Unrealized +4.3%
CVS CVS HEALTH CORP 0.6%
Value ($000) $13,658 Shares 253,252 Est. Cost $67.61 Unrealized -26.8%
WDC WESTERN DIGITAL CORP 0.6%
Value ($000) $13,416 Shares 279,155 Est. Cost $43.30 Unrealized -25.2%
AMG AFFILIATED MANAGERS GROUP INC 0.5%
Value ($000) $10,983 Shares 102,543 Est. Cost $141.96 Unrealized -26.5%
IWV ISHARES RUSSELL 3000 ETF 0.4%
Value ($000) $9,131 Shares 54,775 Est. Cost $97.63 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $8,301 Shares 61,265 Est. Cost $83.54 Unrealized +37.2%
BA BOEING CO 0.3%
Value ($000) $7,168 Shares 18,792 Est. Cost $106.28 Unrealized +253.0%
BRO BROWN & BROWN INC 0.2%
Value ($000) $5,902 Shares 200,000 Est. Cost $18.67 Unrealized +45.5%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $5,250 Shares 61,907 Est. Cost $35.76 Unrealized +74.5%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $5,067 Shares 78,116 Est. Cost $58.02 Unrealized
SCHD SCHWAB US DVD EQUITY ETF 0.2%
Value ($000) $3,987 Shares 76,270 Est. Cost $49.57 Unrealized
ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $2,618 Shares 71,230 Est. Cost $36.75 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $2,587 Shares 49,857 Est. Cost $50.77 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $2,239 Shares 11,786 Est. Cost $24.53 Unrealized +64.9%
VANECK VECTORS OIL SERVICE 0.1%
Value ($000) $2,087 Shares 121,110 Est. Cost $14.03 Unrealized
VANGUARD SHORT-TERM CORPORATE ETF 0.1%
Value ($000) $2,083 Shares 26,110 Est. Cost $78.47 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $2,021 Shares 78,594 Est. Cost $25.61 Unrealized
SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $1,977 Shares 6,998 Est. Cost $263.74 Unrealized
EPD ENTERPRISE PRODUCTS 0.1%
Value ($000) $1,974 Shares 67,840 Est. Cost $24.94 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $1,878 Shares 20,464 Est. Cost $87.65 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,872 Shares 32,188 Est. Cost $52.66 Unrealized
ABBVIE INC 0.1%
Value ($000) $1,795 Shares 22,268 Est. Cost $55.32 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,638 Shares 8,535 Est. Cost $106.77 Unrealized +44.9%
ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,629 Shares 24,641 Est. Cost $63.19 Unrealized
TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,515 Shares 11,044 Est. Cost $84.60 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $1,358 Shares 22,400 Est. Cost $68.17 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $1,262 Shares 6,283 Est. Cost $124.19 Unrealized +62.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,258 Shares 29,589 Est. Cost $36.64 Unrealized
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $1,247 Shares 6,565 Est. Cost $74.22 Unrealized +108.3%
XLY CONSUMER DISC SELECT SECTOR SPDR 0.0%
Value ($000) $1,182 Shares 10,382 Est. Cost $60.26 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $1,172 Shares 7,007 Est. Cost $75.15 Unrealized +83.8%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $1,141 Shares 19,652 Est. Cost $21.83 Unrealized +91.8%
METLIFE INC 0.0%
Value ($000) $1,135 Shares 26,673 Est. Cost $42.55 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $1,028 Shares 13,887 Est. Cost $61.97 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,025 Shares 13,700 Est. Cost $6.43 Unrealized +227.9%
WMT WALMART INC 0.0%
Value ($000) $995 Shares 10,201 Est. Cost $24.63 Unrealized +18.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $981 Shares 8,948 Est. Cost $101.77 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $899 Shares 11,061 Est. Cost $32.33 Unrealized +98.1%
DOWDUPONT INC 0.0%
Value ($000) $883 Shares 16,559 Est. Cost $65.37 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $859 Shares 11,685 Est. Cost $26.35 Unrealized +117.3%
BP BP PLC-SPONS ADR 0.0%
Value ($000) $841 Shares 19,234 Est. Cost $41.05 Unrealized
INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $829 Shares 11,045 Est. Cost $49.57 Unrealized
MEDTRONIC PLC 0.0%
Value ($000) $809 Shares 8,883 Est. Cost $76.99 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $803 Shares 4,064 Est. Cost $154.78 Unrealized +8.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $796 Shares 3,067 Est. Cost $242.03 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $783 Shares 6,450 Est. Cost $28.22 Unrealized +221.2%
GENERAL ELECTRIC CO 0.0%
Value ($000) $725 Shares 72,577 Est. Cost $24.39 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $698 Shares 25,281 Est. Cost $14.11 Unrealized +69.4%
ISHARES CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $688 Shares 13,296 Est. Cost $46.13 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $641 Shares 5,851 Est. Cost $38.16 Unrealized +130.8%
RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $622 Shares 32,229 Est. Cost $20.55 Unrealized
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $609 Shares 15,225 Est. Cost $30.16 Unrealized +4.6%
WOR WORTHINGTON INDUSTRIES INC 0.0%
Value ($000) $600 Shares 16,076 Est. Cost $17.50 Unrealized +30.9%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $599 Shares 3,752 Est. Cost $57.22 Unrealized +119.3%
PSX PHILLIPS 66 0.0%
Value ($000) $594 Shares 6,246 Est. Cost $41.75 Unrealized +72.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $517 Shares 10,840 Est. Cost $32.43 Unrealized +18.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $491 Shares 7,755 Est. Cost $75.74 Unrealized
WEC ENERGY GROUP INC 0.0%
Value ($000) $480 Shares 6,066 Est. Cost $45.25 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $479 Shares 1,977 Est. Cost $141.68 Unrealized +40.0%
ROYAL DUTCH SHELL PLC A 0.0%
Value ($000) $474 Shares 7,570 Est. Cost $64.45 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $468 Shares 7,683 Est. Cost $55.84 Unrealized +4.0%
AMZN AMAZON.COM INC 0.0%
Value ($000) $452 Shares 254 Est. Cost $61.90 Unrealized +34.4%
LLY ELI LILLY & CO 0.0%
Value ($000) $430 Shares 3,310 Est. Cost $52.67 Unrealized +110.6%
OGE OGE ENERGY CORP 0.0%
Value ($000) $428 Shares 9,934 Est. Cost $32.94 Unrealized +25.8%
SWK STANLEY BLACK & DECKER INC. 0.0%
Value ($000) $422 Shares 3,099 Est. Cost $82.03 Unrealized +30.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $420 Shares 1,681 Est. Cost $187.11 Unrealized +13.7%
ALPHABET INC CL A 0.0%
Value ($000) $418 Shares 355 Est. Cost $1129.51 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $404 Shares 3,650 Est. Cost $110.68 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $398 Shares 2,770 Est. Cost $101.41 Unrealized +15.4%
EXC EXELON CORPORATION 0.0%
Value ($000) $378 Shares 7,545 Est. Cost $15.51 Unrealized +72.3%
ACCENTURE PLC-CL A 0.0%
Value ($000) $373 Shares 2,120 Est. Cost $127.46 Unrealized
ALPHABET INC CL C 0.0%
Value ($000) $363 Shares 309 Est. Cost $906.55 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $362 Shares 2,257 Est. Cost $60.15 Unrealized +110.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $350 Shares 6,100 Est. Cost $20.00 Unrealized +48.6%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $340 Shares 5,490 Est. Cost $29.70 Unrealized +48.6%
CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $339 Shares 6,050 Est. Cost $50.85 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $331 Shares 6,650 Est. Cost $15.39 Unrealized +141.5%
SCHB SCHWAB US BROAD MKT ETF 0.0%
Value ($000) $322 Shares 4,725 Est. Cost $68.15 Unrealized
IBERIABANK CORP 0.0%
Value ($000) $315 Shares 4,394 Est. Cost $51.26 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $314 Shares 4,591 Est. Cost $40.57 Unrealized +38.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $313 Shares 1,041 Est. Cost $138.29 Unrealized +76.2%
FACEBOOK INC A 0.0%
Value ($000) $307 Shares 1,841 Est. Cost $120.70 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $305 Shares 4,104 Est. Cost $45.77 Unrealized +29.5%
BERKSHIRE HATHAWAY CL A 1/100 0.0%
Value ($000) $301 Shares 100 Est. Cost $2130.00 Unrealized
IVE ISHARES S&P500 VALUE INDEX ETF 0.0%
Value ($000) $300 Shares 2,660 Est. Cost $107.31 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $297 Shares 5,500 Est. Cost $81.34 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $296 Shares 1,628 Est. Cost $101.23 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $293 Shares 2,328 Est. Cost $45.21 Unrealized +4.3%
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $264 Shares 2,767 Est. Cost $77.73 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $264 Shares 3,739 Est. Cost $75.99 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $263 Shares 17,887 Est. Cost $13.59 Unrealized +10.9%
C CITIGROUP INC 0.0%
Value ($000) $238 Shares 3,833 Est. Cost $48.78 Unrealized 0.0%
DEO DIAGEO PlLC SPNSRD ADR 0.0%
Value ($000) $225 Shares 1,376 Est. Cost $163.52 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $225 Shares 1,956 Est. Cost $90.02 Unrealized +3.1%
SCHG SCHWAB US LARGE GROWTH ETF 0.0%
Value ($000) $218 Shares 2,739 Est. Cost $55.30 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $216 Shares 2,256 Est. Cost $35.22 Unrealized 0.0%
INGERSOLL RAND PLC 0.0%
Value ($000) $215 Shares 1,990 Est. Cost $108.04 Unrealized
CHARTER COMMUNICATIONS (NEW) 0.0%
Value ($000) $212 Shares 612 Est. Cost $346.41 Unrealized
INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $211 Shares 1,175 Est. Cost $179.57 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $209 Shares 4,527 Est. Cost $31.79 Unrealized 0.0%
SPDR GOLD TRUST 0.0%
Value ($000) $204 Shares 1,670 Est. Cost $118.68 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $200 Shares 5,100 Est. Cost $31.91 Unrealized 0.0%
MAT MATTEL INC 0.0%
Value ($000) $161 Shares 12,385 Est. Cost $37.13 Unrealized -64.0%
VALHI INC 0.0%
Value ($000) $26 Shares 11,421 Est. Cost $16.02 Unrealized
ANTS SOFTWARE INC 0.0%
Value ($000) $0 Shares 46,666 Est. Cost Unrealized