VAUGHAN DAVID INVESTMENTS LLC/IL Diversified Active

CIK: 0001063571 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 13, 2019

Total Value ($000): $2,610,930 (100.0% shares, 0.0% debt)

Holdings (185)

RLI RLI CORP 7.4%
Value ($000) $193,369 Shares 2,081,252 Est. Cost $26.57 Unrealized +36.7%
MSFT MICROSOFT CORP 2.8%
Value ($000) $73,155 Shares 526,179 Est. Cost $22.75 Unrealized +471.2%
T AT&T INC 1.9%
Value ($000) $49,225 Shares 1,300,860 Est. Cost $12.38 Unrealized +37.3%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $46,413 Shares 939,349 Est. Cost $14.67 Unrealized +191.8%
TXN TEXAS INSTRUMENTS INC 1.8%
Value ($000) $46,060 Shares 356,390 Est. Cost $23.77 Unrealized +332.7%
INTC INTEL CORPORATION 1.7%
Value ($000) $44,703 Shares 867,511 Est. Cost $16.07 Unrealized +167.8%
JPM JP MORGAN CHASE & CO 1.7%
Value ($000) $44,425 Shares 377,473 Est. Cost $34.50 Unrealized +175.6%
VERIZON COMMUNICATIONS 1.6%
Value ($000) $42,373 Shares 702,004 Est. Cost $49.26 Unrealized
HON HONEYWELL INTERNATL INC 1.5%
Value ($000) $39,356 Shares 232,603 Est. Cost $49.02 Unrealized +184.2%
NEXTERA ENERGY INC 1.5%
Value ($000) $38,066 Shares 163,379 Est. Cost $80.02 Unrealized
DE DEERE & CO 1.5%
Value ($000) $37,904 Shares 224,710 Est. Cost $72.27 Unrealized +102.0%
DIS THE WALT DISNEY CO 1.4%
Value ($000) $37,792 Shares 289,996 Est. Cost $53.57 Unrealized +150.6%
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $37,752 Shares 451,201 Est. Cost $34.94 Unrealized +117.8%
UNH UNITEDHEALTH GROUP 1.4%
Value ($000) $36,861 Shares 169,616 Est. Cost $46.96 Unrealized +362.4%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $36,377 Shares 281,163 Est. Cost $56.85 Unrealized +93.5%
S&P GLOBAL INC 1.4%
Value ($000) $35,282 Shares 144,018 Est. Cost $107.26 Unrealized
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $35,177 Shares 282,816 Est. Cost $53.66 Unrealized +88.2%
PEP PEPSICO INC 1.3%
Value ($000) $34,261 Shares 249,901 Est. Cost $53.69 Unrealized +103.6%
AMGN AMGEN INC 1.3%
Value ($000) $33,547 Shares 173,360 Est. Cost $67.21 Unrealized +135.1%
TGT TARGET CORP 1.3%
Value ($000) $33,480 Shares 313,160 Est. Cost $44.84 Unrealized +79.3%
XEL XCEL ENERGY 1.3%
Value ($000) $33,282 Shares 512,900 Est. Cost $20.05 Unrealized +155.4%
ORCL ORACLE CORP 1.3%
Value ($000) $32,894 Shares 597,750 Est. Cost $29.69 Unrealized +69.7%
EVERSOURCE ENERGY 1.2%
Value ($000) $32,447 Shares 379,630 Est. Cost $52.13 Unrealized
AEP AMERICAN ELECTRIC POWER 1.2%
Value ($000) $32,082 Shares 342,428 Est. Cost $30.95 Unrealized +134.1%
FE FIRSTENERGY CORP 1.2%
Value ($000) $30,736 Shares 637,277 Est. Cost $23.68 Unrealized +47.1%
RPM RPM INTERNATIONAL INC 1.2%
Value ($000) $30,469 Shares 442,797 Est. Cost $32.61 Unrealized +103.1%
MKC MCCORMICK & CO INC 1.2%
Value ($000) $30,143 Shares 192,853 Est. Cost $27.17 Unrealized +161.0%
SO SOUTHERN CO 1.1%
Value ($000) $29,823 Shares 482,813 Est. Cost $26.74 Unrealized +69.3%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $29,655 Shares 250,718 Est. Cost $56.30 Unrealized +99.9%
LNT ALLIANT ENERGY CORP 1.1%
Value ($000) $29,632 Shares 549,446 Est. Cost $22.54 Unrealized +86.7%
KMB KIMBERLY CLARK CORP 1.1%
Value ($000) $28,449 Shares 200,275 Est. Cost $61.34 Unrealized +78.9%
MRSH MARSH & MCLENNAN COS 1.1%
Value ($000) $27,988 Shares 279,739 Est. Cost $33.73 Unrealized +168.5%
UPS UNITED PARCEL SERVICE B 1.1%
Value ($000) $27,798 Shares 232,002 Est. Cost $56.99 Unrealized +56.1%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $27,596 Shares 151,022 Est. Cost $55.21 Unrealized +190.5%
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $27,595 Shares 202,133 Est. Cost $95.50 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 1.1%
Value ($000) $27,535 Shares 196,451 Est. Cost $45.87 Unrealized +134.7%
DISCOVER FINANCIAL SERVICES 1.1%
Value ($000) $27,438 Shares 338,368 Est. Cost $54.15 Unrealized
KO COCA COLA CO 1.1%
Value ($000) $27,424 Shares 503,741 Est. Cost $26.96 Unrealized +63.0%
QCOM QUALCOMM INC 1.0%
Value ($000) $27,303 Shares 357,933 Est. Cost $46.47 Unrealized +39.9%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $26,781 Shares 225,812 Est. Cost $68.92 Unrealized +32.8%
BB & T CORPORATION 1.0%
Value ($000) $26,650 Shares 499,348 Est. Cost $32.79 Unrealized
AFL AFLAC INC 1.0%
Value ($000) $26,530 Shares 507,081 Est. Cost $30.63 Unrealized +48.1%
USB US BANCORP 1.0%
Value ($000) $26,507 Shares 478,986 Est. Cost $23.03 Unrealized +78.6%
IBM INTL BUSINESS MACHINES CORP 1.0%
Value ($000) $26,229 Shares 180,366 Est. Cost $113.18 Unrealized -9.5%
DUKE ENERGY HOLDING CORP 1.0%
Value ($000) $26,192 Shares 273,233 Est. Cost $74.22 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $26,031 Shares 724,483 Est. Cost $15.90 Unrealized +69.9%
GIS GENERAL MILLS INC 1.0%
Value ($000) $25,469 Shares 462,072 Est. Cost $30.49 Unrealized +42.3%
ALL ALLSTATE CORP 1.0%
Value ($000) $25,363 Shares 233,372 Est. Cost $36.61 Unrealized +144.8%
WFC WELLS FARGO & COMPANY 1.0%
Value ($000) $25,348 Shares 502,547 Est. Cost $27.16 Unrealized +46.5%
DTE DTE ENERGY COMPANY 1.0%
Value ($000) $25,289 Shares 190,201 Est. Cost $39.89 Unrealized +123.0%
EVERGY INC 1.0%
Value ($000) $25,109 Shares 377,236 Est. Cost $56.32 Unrealized
T ROWE PRICE ASSOCIATES 1.0%
Value ($000) $25,043 Shares 219,193 Est. Cost $76.00 Unrealized
D DOMINION ENERGY INC 0.9%
Value ($000) $24,515 Shares 302,504 Est. Cost $36.79 Unrealized +58.7%
PPG PPG INDUSTRIES INC 0.9%
Value ($000) $24,477 Shares 206,537 Est. Cost $76.33 Unrealized +33.4%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $23,874 Shares 470,786 Est. Cost $36.05 Unrealized +2.0%
COP CONOCOPHILLIPS 0.9%
Value ($000) $23,841 Shares 418,402 Est. Cost $37.50 Unrealized +20.8%
DGX QUEST DIAGNOSTICS INC 0.9%
Value ($000) $23,810 Shares 222,460 Est. Cost $90.53 Unrealized 0.0%
MMM 3M COMPANY 0.9%
Value ($000) $23,669 Shares 143,973 Est. Cost $63.41 Unrealized +74.5%
BLACKROCK INC 0.9%
Value ($000) $23,606 Shares 52,972 Est. Cost $327.54 Unrealized
TC ENERGY CORP 0.9%
Value ($000) $23,483 Shares 453,418 Est. Cost $49.52 Unrealized
GPC GENUINE PARTS CO 0.9%
Value ($000) $23,465 Shares 235,613 Est. Cost $52.59 Unrealized +51.7%
ROYAL DUTCH SHELL PLC B ADR 0.8%
Value ($000) $21,921 Shares 365,966 Est. Cost $54.25 Unrealized
EXXON MOBIL CORPORATION 0.8%
Value ($000) $21,609 Shares 306,031 Est. Cost $85.02 Unrealized
MERCK AND CO INC NEW 0.8%
Value ($000) $21,321 Shares 253,274 Est. Cost $72.40 Unrealized
ROYAL CARIBBEAN CRUISE 0.8%
Value ($000) $20,444 Shares 188,722 Est. Cost $105.41 Unrealized
ENBRIDGE INC 0.8%
Value ($000) $20,311 Shares 578,991 Est. Cost $41.08 Unrealized
POR PORTLAND GENERAL ELECTRIC CO 0.7%
Value ($000) $19,571 Shares 347,187 Est. Cost $19.66 Unrealized +118.4%
BK BANK OF NEW YORK MELLON CORP 0.7%
Value ($000) $19,487 Shares 431,032 Est. Cost $33.13 Unrealized +11.7%
SOUTH JERSEY INDUSTRIES 0.7%
Value ($000) $19,431 Shares 590,415 Est. Cost $36.52 Unrealized
NSC NORFOLK SOUTHERN CORP 0.7%
Value ($000) $19,400 Shares 107,982 Est. Cost $127.22 Unrealized +27.0%
EAT BRINKER INTL INC 0.7%
Value ($000) $19,295 Shares 452,201 Est. Cost $29.44 Unrealized +32.6%
HD HOME DEPOT INC 0.7%
Value ($000) $18,752 Shares 80,819 Est. Cost $165.50 Unrealized +13.0%
MARATHON PETROLEUM CORP 0.7%
Value ($000) $18,164 Shares 298,995 Est. Cost $67.76 Unrealized
PM PHILIP MORRIS INTL 0.7%
Value ($000) $18,003 Shares 237,104 Est. Cost $50.04 Unrealized +13.4%
WDC WESTERN DIGITAL CORP 0.7%
Value ($000) $17,978 Shares 301,445 Est. Cost $42.58 Unrealized -3.1%
CVS CVS HEALTH CORP 0.7%
Value ($000) $17,860 Shares 283,176 Est. Cost $65.26 Unrealized -25.9%
SCHW CHARLES SCHWAB CORP 0.7%
Value ($000) $17,572 Shares 420,088 Est. Cost $40.74 Unrealized -9.4%
KR KROGER CO 0.6%
Value ($000) $16,372 Shares 635,050 Est. Cost $27.11 Unrealized -25.1%
NGG NATIONAL GRID PLC 0.6%
Value ($000) $15,688 Shares 289,822 Est. Cost $61.15 Unrealized
ALERIAN MLP ETF 0.6%
Value ($000) $15,390 Shares 1,683,836 Est. Cost $11.63 Unrealized
WMB WILLIAMS COS INC 0.5%
Value ($000) $12,988 Shares 539,835 Est. Cost $17.57 Unrealized +0.3%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $12,897 Shares 377,449 Est. Cost $48.37 Unrealized -36.0%
AMG AFFILIATED MANAGERS GROUP INC 0.4%
Value ($000) $9,635 Shares 115,599 Est. Cost $136.35 Unrealized -39.4%
IWV ISHARES RUSSELL 3000 ETF 0.4%
Value ($000) $9,518 Shares 54,775 Est. Cost $97.63 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $8,756 Shares 69,322 Est. Cost $87.81 Unrealized +26.5%
BRO BROWN & BROWN INC 0.3%
Value ($000) $7,212 Shares 200,000 Est. Cost $18.67 Unrealized +83.2%
BA BOEING CO 0.3%
Value ($000) $6,999 Shares 18,394 Est. Cost $106.28 Unrealized +231.6%
EXC EXELON CORPORATION 0.3%
Value ($000) $6,745 Shares 139,626 Est. Cost $26.27 Unrealized +1.9%
SCHD SCHWAB US DVD EQUITY ETF 0.2%
Value ($000) $6,482 Shares 118,336 Est. Cost $51.00 Unrealized
ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $5,377 Shares 137,375 Est. Cost $37.62 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $5,089 Shares 78,036 Est. Cost $58.02 Unrealized
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $4,617 Shares 48,874 Est. Cost $35.76 Unrealized +97.3%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $3,188 Shares 49,246 Est. Cost $55.60 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $3,073 Shares 109,760 Est. Cost $26.21 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $2,594 Shares 11,582 Est. Cost $24.53 Unrealized +104.8%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $2,139 Shares 23,732 Est. Cost $88.16 Unrealized
SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2,039 Shares 6,871 Est. Cost $263.74 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $1,944 Shares 36,094 Est. Cost $50.77 Unrealized
EPD ENTERPRISE PRODUCTS 0.1%
Value ($000) $1,927 Shares 67,440 Est. Cost $24.99 Unrealized
ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,876 Shares 31,691 Est. Cost $63.02 Unrealized
ABBVIE INC 0.1%
Value ($000) $1,632 Shares 21,556 Est. Cost $55.32 Unrealized
VANGUARD SHORT-TERM CORPORATE ETF 0.1%
Value ($000) $1,614 Shares 19,916 Est. Cost $78.47 Unrealized
TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,528 Shares 10,279 Est. Cost $84.60 Unrealized
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $1,391 Shares 6,477 Est. Cost $74.22 Unrealized +148.9%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $1,320 Shares 6,345 Est. Cost $124.19 Unrealized +65.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $1,201 Shares 29,829 Est. Cost $36.64 Unrealized
XLY CONSUMER DISC SELECT SECTOR SPDR 0.0%
Value ($000) $1,193 Shares 9,882 Est. Cost $60.26 Unrealized
WMT WALMART INC 0.0%
Value ($000) $1,187 Shares 10,002 Est. Cost $24.63 Unrealized +39.9%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $1,178 Shares 19,421 Est. Cost $21.83 Unrealized +88.5%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $1,116 Shares 6,890 Est. Cost $75.15 Unrealized +94.0%
VANECK VECTORS OIL SERVICE 0.0%
Value ($000) $1,112 Shares 94,625 Est. Cost $14.03 Unrealized
INVESCO BULLETSHARES 2021 CORP BOND 0.0%
Value ($000) $1,027 Shares 48,308 Est. Cost $21.21 Unrealized
INVESCO BULLETSHARES 2022 CORP BOND 0.0%
Value ($000) $1,022 Shares 47,540 Est. Cost $21.43 Unrealized
INVESCO BULLETSHARES 2020 CORP BOND 0.0%
Value ($000) $1,022 Shares 47,991 Est. Cost $21.27 Unrealized
INVESCO BULLETSHARES 2023 CORP BOND 0.0%
Value ($000) $980 Shares 46,037 Est. Cost $21.20 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $963 Shares 13,096 Est. Cost $44.81 Unrealized +39.6%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $961 Shares 11,937 Est. Cost $61.97 Unrealized
CSX CSX CORP 0.0%
Value ($000) $949 Shares 13,700 Est. Cost $6.43 Unrealized +231.9%
INVESCO BULLETSHARES 2024 CORP BOND 0.0%
Value ($000) $926 Shares 43,224 Est. Cost $21.30 Unrealized
METLIFE INC 0.0%
Value ($000) $910 Shares 19,289 Est. Cost $42.55 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $891 Shares 10,191 Est. Cost $32.33 Unrealized +133.6%
SYK STRYKER CORP 0.0%
Value ($000) $873 Shares 4,038 Est. Cost $154.78 Unrealized +29.3%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $836 Shares 3,067 Est. Cost $242.03 Unrealized
INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $795 Shares 10,245 Est. Cost $49.57 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $763 Shares 6,450 Est. Cost $28.22 Unrealized +262.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $761 Shares 6,367 Est. Cost $101.77 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $754 Shares 9,417 Est. Cost $26.35 Unrealized +142.5%
BP BP PLC-SPONS ADR 0.0%
Value ($000) $734 Shares 19,319 Est. Cost $41.05 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $731 Shares 25,048 Est. Cost $14.32 Unrealized +71.5%
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $726 Shares 16,115 Est. Cost $30.54 Unrealized +22.8%
MEDTRONIC PLC 0.0%
Value ($000) $690 Shares 6,351 Est. Cost $76.99 Unrealized
ISHARES CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $652 Shares 13,296 Est. Cost $46.13 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $635 Shares 5,772 Est. Cost $39.34 Unrealized +139.0%
PSX PHILLIPS 66 0.0%
Value ($000) $619 Shares 6,043 Est. Cost $41.75 Unrealized +85.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $611 Shares 68,312 Est. Cost $24.23 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $563 Shares 3,487 Est. Cost $57.22 Unrealized +151.6%
WOR WORTHINGTON INDUSTRIES INC 0.0%
Value ($000) $562 Shares 15,576 Est. Cost $17.50 Unrealized +32.4%
WEC ENERGY GROUP INC 0.0%
Value ($000) $505 Shares 5,312 Est. Cost $45.25 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $488 Shares 1,693 Est. Cost $141.68 Unrealized +80.9%
ROYAL DUTCH SHELL PLC A 0.0%
Value ($000) $474 Shares 8,050 Est. Cost $64.12 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $461 Shares 6,115 Est. Cost $32.20 Unrealized +68.3%
AMZN AMAZON.COM INC 0.0%
Value ($000) $453 Shares 261 Est. Cost $63.53 Unrealized +46.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $451 Shares 9,934 Est. Cost $32.94 Unrealized +31.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $450 Shares 8,142 Est. Cost $74.79 Unrealized
SCHB SCHWAB US BROAD MKT ETF 0.0%
Value ($000) $443 Shares 6,236 Est. Cost $69.16 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $433 Shares 2,770 Est. Cost $101.41 Unrealized +28.4%
ALPHABET INC CL A 0.0%
Value ($000) $429 Shares 351 Est. Cost $1131.89 Unrealized
SWK STANLEY BLACK & DECKER INC. 0.0%
Value ($000) $429 Shares 2,972 Est. Cost $82.03 Unrealized +42.3%
ALPHABET INC CL C 0.0%
Value ($000) $424 Shares 348 Est. Cost $929.54 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $404 Shares 3,650 Est. Cost $110.68 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $381 Shares 977 Est. Cost $138.29 Unrealized +128.8%
LLY ELI LILLY & CO 0.0%
Value ($000) $370 Shares 3,310 Est. Cost $54.37 Unrealized +88.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $367 Shares 1,451 Est. Cost $187.11 Unrealized +19.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $367 Shares 4,154 Est. Cost $46.36 Unrealized +73.9%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $360 Shares 7,683 Est. Cost $55.84 Unrealized -13.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $341 Shares 2,313 Est. Cost $45.21 Unrealized +25.7%
DUPONT DE NEMOURS INC 0.0%
Value ($000) $334 Shares 4,687 Est. Cost $75.01 Unrealized
IBERIABANK CORP 0.0%
Value ($000) $332 Shares 4,394 Est. Cost $51.26 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $332 Shares 2,185 Est. Cost $60.15 Unrealized +117.5%
CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $330 Shares 5,375 Est. Cost $50.85 Unrealized
ACCENTURE PLC-CL A 0.0%
Value ($000) $322 Shares 1,673 Est. Cost $128.05 Unrealized
FACEBOOK INC A 0.0%
Value ($000) $320 Shares 1,797 Est. Cost $122.84 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $318 Shares 4,758 Est. Cost $40.94 Unrealized +32.8%
RAYTHEON COMPANY 0.0%
Value ($000) $314 Shares 1,598 Est. Cost $101.23 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $308 Shares 5,500 Est. Cost $81.34 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $301 Shares 6,650 Est. Cost $15.39 Unrealized +140.5%
RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $286 Shares 19,916 Est. Cost $20.55 Unrealized
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $282 Shares 2,597 Est. Cost $77.73 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $276 Shares 1,781 Est. Cost $90.02 Unrealized +44.6%
CHARTER COMMUNICATIONS (NEW) 0.0%
Value ($000) $252 Shares 612 Est. Cost $346.41 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $251 Shares 6,130 Est. Cost $20.34 Unrealized +35.7%
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $248 Shares 3,739 Est. Cost $75.99 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $241 Shares 3,494 Est. Cost $49.06 Unrealized +10.4%
ETR ENTERGY CORP 0.0%
Value ($000) $238 Shares 2,031 Est. Cost $35.22 Unrealized +23.4%
DOW DOW INC 0.0%
Value ($000) $224 Shares 4,704 Est. Cost $36.37 Unrealized -10.0%
SCHG SCHWAB US LARGE GROWTH ETF 0.0%
Value ($000) $222 Shares 2,639 Est. Cost $55.30 Unrealized
HE HAWAIIAN ELEC INDS 0.0%
Value ($000) $214 Shares 4,694 Est. Cost $41.96 Unrealized +6.0%
MAS MASCO CORP 0.0%
Value ($000) $213 Shares 5,100 Est. Cost $31.91 Unrealized +13.1%
IVE ISHARES S&P500 VALUE INDEX ETF 0.0%
Value ($000) $210 Shares 1,762 Est. Cost $107.31 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $127 Shares 11,185 Est. Cost $37.13 Unrealized -69.2%
GTX GARRETT MOTION INC 0.0%
Value ($000) $115 Shares 11,568 Est. Cost $13.59 Unrealized -9.6%
INRAD OPTICS INC 0.0%
Value ($000) $28 Shares 16,863 Est. Cost $1.66 Unrealized
VALHI INC 0.0%
Value ($000) $22 Shares 11,421 Est. Cost $16.02 Unrealized
WEATHERFORD INTL PLC 0.0%
Value ($000) $0 Shares 16,052 Est. Cost Unrealized
ANTS SOFTWARE INC 0.0%
Value ($000) $0 Shares 46,666 Est. Cost Unrealized