VAUGHAN DAVID INVESTMENTS LLC/IL Diversified Active

CIK: 0001063571 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value ($000): $2,517,437 (100.0% shares, 0.0% debt)

Holdings (186)

RLI RLI CORP 7.0%
Value ($000) $177,141 Shares 2,066,750 Est. Cost $26.57 Unrealized +23.8%
MSFT MICROSOFT CORP 2.9%
Value ($000) $72,208 Shares 539,027 Est. Cost $22.75 Unrealized +425.5%
CSCO CISCO SYSTEMS INC 2.0%
Value ($000) $51,477 Shares 940,566 Est. Cost $14.67 Unrealized +208.1%
T AT&T INC 1.7%
Value ($000) $43,841 Shares 1,308,297 Est. Cost $12.38 Unrealized +21.8%
JPM JP MORGAN CHASE & CO 1.7%
Value ($000) $42,583 Shares 380,886 Est. Cost $34.50 Unrealized +166.7%
INTC INTEL CORPORATION 1.7%
Value ($000) $41,872 Shares 874,709 Est. Cost $16.07 Unrealized +168.2%
TXN TEXAS INSTRUMENTS INC 1.7%
Value ($000) $41,744 Shares 363,750 Est. Cost $23.77 Unrealized +290.2%
UNH UNITEDHEALTH GROUP 1.7%
Value ($000) $41,539 Shares 170,236 Est. Cost $46.96 Unrealized +358.8%
DIS THE WALT DISNEY CO 1.6%
Value ($000) $40,691 Shares 291,398 Est. Cost $53.57 Unrealized +139.0%
HON HONEYWELL INTERNATL INC 1.6%
Value ($000) $40,625 Shares 232,689 Est. Cost $49.02 Unrealized +182.8%
VERIZON COMMUNICATIONS 1.6%
Value ($000) $39,748 Shares 695,743 Est. Cost $49.26 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $38,905 Shares 279,326 Est. Cost $56.85 Unrealized +101.9%
ABT ABBOTT LABORATORIES 1.5%
Value ($000) $38,256 Shares 454,886 Est. Cost $34.94 Unrealized +101.0%
DE DEERE & CO 1.5%
Value ($000) $37,441 Shares 225,945 Est. Cost $72.27 Unrealized +95.7%
ORCL ORACLE CORP 1.4%
Value ($000) $34,044 Shares 597,576 Est. Cost $29.69 Unrealized +65.6%
S&P GLOBAL INC 1.3%
Value ($000) $33,724 Shares 148,049 Est. Cost $107.26 Unrealized
NEXTERA ENERGY INC 1.3%
Value ($000) $33,682 Shares 164,417 Est. Cost $80.02 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $32,623 Shares 248,785 Est. Cost $53.69 Unrealized +95.1%
AMGN AMGEN INC 1.3%
Value ($000) $31,658 Shares 171,793 Est. Cost $67.21 Unrealized +117.5%
PFE PFIZER INC 1.2%
Value ($000) $31,307 Shares 722,681 Est. Cost $15.90 Unrealized +83.8%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $31,050 Shares 283,175 Est. Cost $53.66 Unrealized +68.7%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $30,989 Shares 251,044 Est. Cost $56.30 Unrealized +90.9%
XEL XCEL ENERGY 1.2%
Value ($000) $30,628 Shares 514,835 Est. Cost $20.05 Unrealized +134.1%
MKC MCCORMICK & CO INC 1.2%
Value ($000) $30,559 Shares 197,145 Est. Cost $27.17 Unrealized +149.5%
AEP AMERICAN ELECTRIC POWER 1.2%
Value ($000) $30,275 Shares 343,992 Est. Cost $30.95 Unrealized +120.5%
EVERSOURCE ENERGY 1.1%
Value ($000) $28,710 Shares 378,966 Est. Cost $52.13 Unrealized
CVX CHEVRON CORPORATION 1.1%
Value ($000) $27,963 Shares 224,710 Est. Cost $68.92 Unrealized +30.9%
MRSH MARSH & MCLENNAN COS 1.1%
Value ($000) $27,909 Shares 279,786 Est. Cost $33.73 Unrealized +155.8%
AFL AFLAC INC 1.1%
Value ($000) $27,780 Shares 506,849 Est. Cost $30.63 Unrealized +43.9%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $27,418 Shares 150,798 Est. Cost $55.21 Unrealized +167.6%
QCOM QUALCOMM INC 1.1%
Value ($000) $27,306 Shares 358,957 Est. Cost $46.47 Unrealized +35.0%
FE FIRSTENERGY CORP 1.1%
Value ($000) $27,280 Shares 637,240 Est. Cost $23.68 Unrealized +35.3%
TGT TARGET CORP 1.1%
Value ($000) $27,257 Shares 314,710 Est. Cost $44.84 Unrealized +51.1%
LNT ALLIANT ENERGY CORP 1.1%
Value ($000) $27,077 Shares 551,685 Est. Cost $22.54 Unrealized +72.1%
RPM RPM INTERNATIONAL INC 1.1%
Value ($000) $27,027 Shares 442,268 Est. Cost $32.61 Unrealized +81.0%
SO SOUTHERN CO 1.1%
Value ($000) $26,742 Shares 483,753 Est. Cost $26.74 Unrealized +54.6%
PNC PNC FINANCIAL SERVICES GROUP 1.1%
Value ($000) $26,665 Shares 194,236 Est. Cost $45.16 Unrealized +130.5%
KMB KIMBERLY CLARK CORP 1.1%
Value ($000) $26,505 Shares 198,868 Est. Cost $61.34 Unrealized +66.6%
UNITED TECHNOLOGIES CORP 1.0%
Value ($000) $26,373 Shares 202,560 Est. Cost $95.50 Unrealized
DISCOVER FINANCIAL SERVICES 1.0%
Value ($000) $26,336 Shares 339,425 Est. Cost $54.15 Unrealized
KO COCA COLA CO 1.0%
Value ($000) $25,561 Shares 501,982 Est. Cost $26.96 Unrealized +48.1%
COP CONOCOPHILLIPS 1.0%
Value ($000) $25,327 Shares 415,194 Est. Cost $37.50 Unrealized +31.3%
POR PORTLAND GENERAL ELECTRIC CO 1.0%
Value ($000) $25,291 Shares 466,888 Est. Cost $19.66 Unrealized +106.3%
USB US BANCORP 1.0%
Value ($000) $25,063 Shares 478,297 Est. Cost $23.03 Unrealized +69.1%
IBM INTL BUSINESS MACHINES CORP 1.0%
Value ($000) $24,800 Shares 179,838 Est. Cost $113.18 Unrealized -12.9%
BLACKROCK INC 1.0%
Value ($000) $24,793 Shares 52,829 Est. Cost $327.54 Unrealized
MMM 3M COMPANY 1.0%
Value ($000) $24,696 Shares 142,472 Est. Cost $62.92 Unrealized +91.7%
BB & T CORPORATION 1.0%
Value ($000) $24,357 Shares 495,770 Est. Cost $32.79 Unrealized
GIS GENERAL MILLS INC 1.0%
Value ($000) $24,110 Shares 459,060 Est. Cost $30.49 Unrealized +35.2%
DTE DTE ENERGY COMPANY 1.0%
Value ($000) $24,081 Shares 188,309 Est. Cost $39.40 Unrealized +117.7%
PPG PPG INDUSTRIES INC 1.0%
Value ($000) $24,009 Shares 205,719 Est. Cost $76.33 Unrealized +31.5%
T ROWE PRICE ASSOCIATES 1.0%
Value ($000) $23,970 Shares 218,489 Est. Cost $76.00 Unrealized
UPS UNITED PARCEL SERVICE B 0.9%
Value ($000) $23,893 Shares 231,369 Est. Cost $56.99 Unrealized +40.6%
GPC GENUINE PARTS CO 0.9%
Value ($000) $23,878 Shares 230,530 Est. Cost $51.99 Unrealized +64.3%
ALL ALLSTATE CORP 0.9%
Value ($000) $23,764 Shares 233,687 Est. Cost $36.61 Unrealized +128.1%
DUKE ENERGY HOLDING CORP 0.9%
Value ($000) $23,762 Shares 269,287 Est. Cost $73.90 Unrealized
ROYAL DUTCH SHELL PLC B ADR 0.9%
Value ($000) $23,678 Shares 360,174 Est. Cost $54.16 Unrealized
EXXON MOBIL CORPORATION 0.9%
Value ($000) $23,464 Shares 306,200 Est. Cost $85.02 Unrealized
WFC WELLS FARGO & COMPANY 0.9%
Value ($000) $23,440 Shares 495,342 Est. Cost $26.97 Unrealized +44.9%
D DOMINION ENERGY INC 0.9%
Value ($000) $23,246 Shares 300,651 Est. Cost $36.79 Unrealized +54.5%
EVERGY INC 0.9%
Value ($000) $22,654 Shares 376,619 Est. Cost $56.32 Unrealized
TC ENERGY CORP 0.9%
Value ($000) $22,560 Shares 455,567 Est. Cost $49.52 Unrealized
ROYAL CARIBBEAN CRUISE 0.9%
Value ($000) $22,449 Shares 185,205 Est. Cost $105.35 Unrealized
NSC NORFOLK SOUTHERN CORP 0.8%
Value ($000) $20,942 Shares 105,060 Est. Cost $126.27 Unrealized +37.3%
MERCK AND CO INC NEW 0.8%
Value ($000) $20,860 Shares 248,775 Est. Cost $72.19 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $20,848 Shares 459,708 Est. Cost $36.03 Unrealized +0.2%
ENBRIDGE INC 0.8%
Value ($000) $20,570 Shares 570,115 Est. Cost $41.18 Unrealized
SOUTH JERSEY INDUSTRIES 0.8%
Value ($000) $19,746 Shares 585,399 Est. Cost $36.52 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.8%
Value ($000) $18,881 Shares 427,653 Est. Cost $33.13 Unrealized +17.1%
PM PHILIP MORRIS INTL 0.7%
Value ($000) $17,775 Shares 226,341 Est. Cost $49.72 Unrealized +17.2%
COR AMERISOURCE BERGEN CORP 0.7%
Value ($000) $17,555 Shares 205,896 Est. Cost $66.17 Unrealized -4.5%
EAT BRINKER INTL INC 0.7%
Value ($000) $17,356 Shares 441,065 Est. Cost $29.20 Unrealized +36.0%
ALERIAN MLP ETF 0.7%
Value ($000) $16,467 Shares 1,671,810 Est. Cost $11.63 Unrealized
SCHW CHARLES SCHWAB CORP 0.6%
Value ($000) $16,303 Shares 405,648 Est. Cost $40.88 Unrealized -2.9%
MARATHON PETROLEUM CORP 0.6%
Value ($000) $16,147 Shares 288,957 Est. Cost $68.01 Unrealized
NGG NATIONAL GRID PLC 0.6%
Value ($000) $14,911 Shares 280,383 Est. Cost $61.38 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $14,828 Shares 272,130 Est. Cost $65.94 Unrealized -33.9%
WMB WILLIAMS COS INC 0.6%
Value ($000) $14,688 Shares 523,809 Est. Cost $17.57 Unrealized +9.2%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $14,518 Shares 365,322 Est. Cost $48.95 Unrealized -31.3%
HD HOME DEPOT INC 0.6%
Value ($000) $14,327 Shares 68,890 Est. Cost $161.77 Unrealized +4.8%
WDC WESTERN DIGITAL CORP 0.6%
Value ($000) $14,249 Shares 299,660 Est. Cost $42.58 Unrealized -23.0%
KR KROGER CO 0.5%
Value ($000) $13,518 Shares 622,660 Est. Cost $27.24 Unrealized -22.7%
AMG AFFILIATED MANAGERS GROUP INC 0.4%
Value ($000) $10,276 Shares 111,523 Est. Cost $138.31 Unrealized -30.1%
CAT CATERPILLAR INC 0.4%
Value ($000) $9,678 Shares 71,007 Est. Cost $87.81 Unrealized +30.6%
IWV ISHARES RUSSELL 3000 ETF 0.4%
Value ($000) $9,441 Shares 54,775 Est. Cost $97.63 Unrealized
BA BOEING CO 0.3%
Value ($000) $6,774 Shares 18,609 Est. Cost $106.28 Unrealized +236.1%
BRO BROWN & BROWN INC 0.3%
Value ($000) $6,700 Shares 200,000 Est. Cost $18.67 Unrealized +62.0%
SCHD SCHWAB US DVD EQUITY ETF 0.2%
Value ($000) $5,609 Shares 105,685 Est. Cost $50.54 Unrealized
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $5,191 Shares 59,207 Est. Cost $35.76 Unrealized +89.8%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $5,129 Shares 78,036 Est. Cost $58.02 Unrealized
ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $4,319 Shares 113,070 Est. Cost $37.29 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $2,768 Shares 100,280 Est. Cost $26.04 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $2,637 Shares 44,220 Est. Cost $54.56 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $2,465 Shares 46,514 Est. Cost $50.77 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $2,274 Shares 11,487 Est. Cost $24.53 Unrealized +90.1%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $2,043 Shares 22,050 Est. Cost $88.01 Unrealized
VANGUARD SHORT-TERM CORPORATE ETF 0.1%
Value ($000) $2,038 Shares 25,258 Est. Cost $78.47 Unrealized
SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2,035 Shares 6,946 Est. Cost $263.74 Unrealized
EPD ENTERPRISE PRODUCTS 0.1%
Value ($000) $1,982 Shares 68,668 Est. Cost $24.99 Unrealized
ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,893 Shares 29,711 Est. Cost $63.28 Unrealized
ABBVIE INC 0.1%
Value ($000) $1,616 Shares 22,218 Est. Cost $55.32 Unrealized
TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,588 Shares 10,620 Est. Cost $84.60 Unrealized
VANECK VECTORS OIL SERVICE 0.1%
Value ($000) $1,513 Shares 102,075 Est. Cost $14.03 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $1,353 Shares 6,345 Est. Cost $124.19 Unrealized +66.6%
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $1,341 Shares 6,456 Est. Cost $74.22 Unrealized +128.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,263 Shares 29,702 Est. Cost $36.64 Unrealized
XLY CONSUMER DISC SELECT SECTOR SPDR 0.0%
Value ($000) $1,214 Shares 10,182 Est. Cost $60.26 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $1,177 Shares 6,960 Est. Cost $75.15 Unrealized +96.6%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $1,172 Shares 19,652 Est. Cost $21.83 Unrealized +89.8%
METLIFE INC 0.0%
Value ($000) $1,128 Shares 22,709 Est. Cost $42.55 Unrealized
WMT WALMART INC 0.0%
Value ($000) $1,102 Shares 9,972 Est. Cost $24.63 Unrealized +27.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,077 Shares 15,023 Est. Cost $44.81 Unrealized +35.8%
CSX CSX CORP 0.0%
Value ($000) $1,060 Shares 13,700 Est. Cost $6.43 Unrealized +266.1%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $945 Shares 12,112 Est. Cost $61.97 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $920 Shares 7,988 Est. Cost $101.77 Unrealized
MEDTRONIC PLC 0.0%
Value ($000) $873 Shares 8,966 Est. Cost $76.99 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $835 Shares 10,191 Est. Cost $32.33 Unrealized +111.8%
SYK STRYKER CORP 0.0%
Value ($000) $835 Shares 4,064 Est. Cost $154.78 Unrealized +14.9%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $825 Shares 3,067 Est. Cost $242.03 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $810 Shares 10,785 Est. Cost $26.35 Unrealized +131.4%
BP BP PLC-SPONS ADR 0.0%
Value ($000) $804 Shares 19,284 Est. Cost $41.05 Unrealized
INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $793 Shares 10,245 Est. Cost $49.57 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $785 Shares 6,450 Est. Cost $28.22 Unrealized +250.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $771 Shares 73,431 Est. Cost $24.23 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $748 Shares 25,809 Est. Cost $14.32 Unrealized +71.0%
ISHARES CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $684 Shares 13,296 Est. Cost $46.13 Unrealized
INVESCO BULLETSHARES 2022 CORP BOND 0.0%
Value ($000) $678 Shares 31,694 Est. Cost $21.39 Unrealized
INVESCO BULLETSHARES 2021 CORP BOND 0.0%
Value ($000) $671 Shares 31,679 Est. Cost $21.18 Unrealized
INVESCO BULLETSHARES 2020 CORP BOND 0.0%
Value ($000) $659 Shares 31,004 Est. Cost $21.26 Unrealized
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $652 Shares 15,429 Est. Cost $30.23 Unrealized +17.6%
INVESCO BULLETSHARES 2023 CORP BOND 0.0%
Value ($000) $643 Shares 30,392 Est. Cost $21.16 Unrealized
WOR WORTHINGTON INDUSTRIES INC 0.0%
Value ($000) $639 Shares 15,876 Est. Cost $17.50 Unrealized +34.1%
RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $637 Shares 29,044 Est. Cost $20.55 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $606 Shares 3,667 Est. Cost $57.22 Unrealized +146.4%
LOW LOWES COS INC 0.0%
Value ($000) $603 Shares 5,978 Est. Cost $39.34 Unrealized +137.6%
INVESCO BULLETSHARES 2024 CORP BOND 0.0%
Value ($000) $593 Shares 27,922 Est. Cost $21.24 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $587 Shares 6,276 Est. Cost $41.75 Unrealized +64.1%
SCHB SCHWAB US BROAD MKT ETF 0.0%
Value ($000) $578 Shares 8,194 Est. Cost $69.16 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $507 Shares 268 Est. Cost $63.53 Unrealized +46.6%
WEC ENERGY GROUP INC 0.0%
Value ($000) $506 Shares 6,066 Est. Cost $45.25 Unrealized
ROYAL DUTCH SHELL PLC A 0.0%
Value ($000) $493 Shares 7,570 Est. Cost $64.45 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $469 Shares 1,775 Est. Cost $141.68 Unrealized +59.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $444 Shares 8,122 Est. Cost $74.79 Unrealized
SWK STANLEY BLACK & DECKER INC. 0.0%
Value ($000) $430 Shares 2,972 Est. Cost $82.03 Unrealized +41.1%
OGE OGE ENERGY CORP 0.0%
Value ($000) $423 Shares 9,934 Est. Cost $32.94 Unrealized +28.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $423 Shares 1,680 Est. Cost $187.11 Unrealized +12.1%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $418 Shares 2,770 Est. Cost $101.41 Unrealized +26.8%
DUPONT DE NEMOURS INC 0.0%
Value ($000) $411 Shares 5,479 Est. Cost $75.01 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $405 Shares 7,683 Est. Cost $55.84 Unrealized +2.0%
ACCENTURE PLC-CL A 0.0%
Value ($000) $396 Shares 2,142 Est. Cost $128.05 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $378 Shares 3,415 Est. Cost $54.37 Unrealized +98.6%
ALPHABET INC CL A 0.0%
Value ($000) $370 Shares 342 Est. Cost $1129.51 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $370 Shares 5,490 Est. Cost $29.70 Unrealized +56.0%
FACEBOOK INC A 0.0%
Value ($000) $366 Shares 1,897 Est. Cost $122.84 Unrealized
ALPHABET INC CL C 0.0%
Value ($000) $366 Shares 339 Est. Cost $921.87 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $355 Shares 977 Est. Cost $138.29 Unrealized +102.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $354 Shares 4,217 Est. Cost $46.36 Unrealized +46.5%
CLX CLOROX COMPANY 0.0%
Value ($000) $338 Shares 2,207 Est. Cost $60.15 Unrealized +109.0%
IBERIABANK CORP 0.0%
Value ($000) $333 Shares 4,394 Est. Cost $51.26 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $331 Shares 6,650 Est. Cost $15.39 Unrealized +151.4%
SRE SEMPRA ENERGY 0.0%
Value ($000) $320 Shares 2,328 Est. Cost $45.21 Unrealized +16.9%
BERKSHIRE HATHAWAY CL A 1/100 0.0%
Value ($000) $318 Shares 100 Est. Cost $2130.00 Unrealized
CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $312 Shares 5,375 Est. Cost $50.85 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $309 Shares 4,633 Est. Cost $40.57 Unrealized +41.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $307 Shares 5,500 Est. Cost $81.34 Unrealized
DOW DOW INC 0.0%
Value ($000) $300 Shares 6,087 Est. Cost $36.37 Unrealized 0.0%
IVE ISHARES S&P500 VALUE INDEX ETF 0.0%
Value ($000) $300 Shares 2,570 Est. Cost $107.31 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $299 Shares 6,236 Est. Cost $15.51 Unrealized +80.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $298 Shares 6,297 Est. Cost $20.34 Unrealized +52.0%
C CITIGROUP INC 0.0%
Value ($000) $288 Shares 4,119 Est. Cost $49.06 Unrealized +7.8%
RAYTHEON COMPANY 0.0%
Value ($000) $285 Shares 1,637 Est. Cost $101.23 Unrealized
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $269 Shares 2,597 Est. Cost $77.73 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $262 Shares 3,739 Est. Cost $75.99 Unrealized
INGERSOLL RAND PLC 0.0%
Value ($000) $252 Shares 1,990 Est. Cost $108.04 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $244 Shares 1,822 Est. Cost $90.02 Unrealized +21.0%
CHARTER COMMUNICATIONS (NEW) 0.0%
Value ($000) $242 Shares 612 Est. Cost $346.41 Unrealized
SCHG SCHWAB US LARGE GROWTH ETF 0.0%
Value ($000) $228 Shares 2,739 Est. Cost $55.30 Unrealized
INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $213 Shares 1,140 Est. Cost $179.57 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $212 Shares 2,056 Est. Cost $35.22 Unrealized +8.9%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $202 Shares 1,825 Est. Cost $110.68 Unrealized
HE HAWAIIAN ELEC INDS 0.0%
Value ($000) $200 Shares 4,600 Est. Cost $41.91 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $200 Shares 5,100 Est. Cost $31.91 Unrealized +8.4%
GTX GARRETT MOTION INC 0.0%
Value ($000) $195 Shares 12,688 Est. Cost $13.59 Unrealized +24.9%
MAT MATTEL INC 0.0%
Value ($000) $139 Shares 12,385 Est. Cost $37.13 Unrealized -68.4%
VALHI INC 0.0%
Value ($000) $34 Shares 11,421 Est. Cost $16.02 Unrealized
ANTS SOFTWARE INC 0.0%
Value ($000) $0 Shares 46,666 Est. Cost Unrealized