VAUGHAN DAVID INVESTMENTS LLC/IL Diversified Active

CIK: 0001063571 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $2,913,588 (100.0% shares, 0.0% debt)

Holdings (189)

RLI RLI CORP 7.3%
Value ($000) $213,688 Shares 2,051,737 Est. Cost $27.41 Unrealized +44.2%
MSFT MICROSOFT CORP 3.3%
Value ($000) $95,599 Shares 429,813 Est. Cost $22.75 Unrealized +805.9%
DE DEERE & CO 1.9%
Value ($000) $56,329 Shares 209,364 Est. Cost $72.27 Unrealized +221.2%
TXN TEXAS INSTRUMENTS INC 1.9%
Value ($000) $55,331 Shares 337,116 Est. Cost $23.77 Unrealized +466.2%
UNH UNITEDHEALTH GROUP 1.9%
Value ($000) $54,453 Shares 155,279 Est. Cost $46.96 Unrealized +556.3%
QCOM QUALCOMM INC 1.9%
Value ($000) $54,250 Shares 356,110 Est. Cost $46.77 Unrealized +166.7%
TGT TARGET CORP 1.8%
Value ($000) $51,455 Shares 291,479 Est. Cost $44.84 Unrealized +223.1%
DIS THE WALT DISNEY CO 1.7%
Value ($000) $50,382 Shares 278,079 Est. Cost $53.57 Unrealized +161.8%
HON HONEYWELL INTERNATL INC 1.7%
Value ($000) $49,286 Shares 231,714 Est. Cost $49.85 Unrealized +228.4%
NEXTERA ENERGY INC 1.6%
Value ($000) $47,324 Shares 613,398 Est. Cost $77.88 Unrealized
ABT ABBOTT LABORATORIES 1.6%
Value ($000) $46,735 Shares 426,840 Est. Cost $34.94 Unrealized +184.1%
JPM JP MORGAN CHASE & CO 1.6%
Value ($000) $45,828 Shares 360,652 Est. Cost $35.34 Unrealized +177.7%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $44,803 Shares 284,679 Est. Cost $56.85 Unrealized +124.3%
VERIZON COMMUNICATIONS 1.4%
Value ($000) $41,994 Shares 714,785 Est. Cost $49.34 Unrealized
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $41,798 Shares 934,041 Est. Cost $14.67 Unrealized +140.5%
INTC INTEL CORPORATION 1.4%
Value ($000) $41,596 Shares 834,931 Est. Cost $16.07 Unrealized +174.0%
S&P GLOBAL INC 1.4%
Value ($000) $40,624 Shares 123,578 Est. Cost $107.26 Unrealized
UPS UNITED PARCEL SERVICE B 1.3%
Value ($000) $39,267 Shares 233,178 Est. Cost $57.71 Unrealized +137.2%
ORCL ORACLE CORP 1.3%
Value ($000) $39,254 Shares 606,798 Est. Cost $30.15 Unrealized +84.1%
AMGN AMGEN INC 1.3%
Value ($000) $39,102 Shares 170,066 Est. Cost $67.21 Unrealized +192.1%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $39,040 Shares 280,578 Est. Cost $53.66 Unrealized +129.5%
T AT&T INC 1.3%
Value ($000) $37,478 Shares 1,303,136 Est. Cost $12.48 Unrealized +23.2%
BLACKROCK INC 1.3%
Value ($000) $37,092 Shares 51,407 Est. Cost $327.54 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $36,835 Shares 248,383 Est. Cost $54.26 Unrealized +123.4%
DISCOVER FINANCIAL SERVICES 1.2%
Value ($000) $35,494 Shares 392,072 Est. Cost $53.03 Unrealized
SWK STANLEY BLACK & DECKER INC. 1.2%
Value ($000) $35,154 Shares 196,875 Est. Cost $101.15 Unrealized +48.3%
XEL XCEL ENERGY 1.2%
Value ($000) $34,783 Shares 521,724 Est. Cost $20.47 Unrealized +188.8%
ABBVIE INC 1.1%
Value ($000) $33,311 Shares 310,878 Est. Cost $76.55 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 1.1%
Value ($000) $33,092 Shares 222,091 Est. Cost $51.39 Unrealized +107.2%
EMN EASTMAN CHEMICAL COMPANY 1.1%
Value ($000) $32,684 Shares 325,930 Est. Cost $62.87 Unrealized +23.2%
EVERSOURCE ENERGY 1.1%
Value ($000) $32,655 Shares 377,468 Est. Cost $52.13 Unrealized
T ROWE PRICE ASSOCIATES 1.1%
Value ($000) $32,480 Shares 214,548 Est. Cost $76.00 Unrealized
MRSH MARSH & MCLENNAN COS 1.1%
Value ($000) $31,879 Shares 272,467 Est. Cost $33.73 Unrealized +212.0%
BMY BRISTOL MYERS SQUIBB CO 1.1%
Value ($000) $31,623 Shares 509,796 Est. Cost $36.95 Unrealized +35.4%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $30,505 Shares 252,297 Est. Cost $56.97 Unrealized +82.3%
PPG PPG INDUSTRIES INC 1.0%
Value ($000) $30,415 Shares 210,892 Est. Cost $76.66 Unrealized +64.3%
ACCENTURE PLC-CL A 1.0%
Value ($000) $30,134 Shares 115,362 Est. Cost $215.80 Unrealized
LNT ALLIANT ENERGY CORP 1.0%
Value ($000) $29,558 Shares 573,604 Est. Cost $23.21 Unrealized +96.5%
SO SOUTHERN CO 1.0%
Value ($000) $29,552 Shares 481,069 Est. Cost $27.38 Unrealized +80.8%
AEP AMERICAN ELECTRIC POWER 1.0%
Value ($000) $29,396 Shares 353,022 Est. Cost $32.70 Unrealized +120.2%
TRUIST FINANCIAL CORP 1.0%
Value ($000) $29,369 Shares 612,756 Est. Cost $53.02 Unrealized
KO COCA COLA CO 1.0%
Value ($000) $29,018 Shares 529,140 Est. Cost $27.73 Unrealized +59.7%
DGX QUEST DIAGNOSTICS INC 1.0%
Value ($000) $28,685 Shares 240,702 Est. Cost $90.70 Unrealized +21.8%
NSC NORFOLK SOUTHERN CORP 1.0%
Value ($000) $28,430 Shares 119,650 Est. Cost $130.69 Unrealized +56.7%
PGR PROGRESSIVE CORP 1.0%
Value ($000) $27,973 Shares 282,902 Est. Cost $59.91 Unrealized +34.5%
HD HOME DEPOT INC 1.0%
Value ($000) $27,842 Shares 104,820 Est. Cost $173.11 Unrealized +40.1%
CMCSA COMCAST CORP CLASS A 1.0%
Value ($000) $27,838 Shares 531,257 Est. Cost $35.99 Unrealized +15.7%
GIS GENERAL MILLS INC 0.9%
Value ($000) $27,594 Shares 469,289 Est. Cost $30.49 Unrealized +66.8%
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $27,582 Shares 204,567 Est. Cost $62.80 Unrealized +84.7%
DUKE ENERGY HOLDING CORP 0.9%
Value ($000) $26,898 Shares 293,772 Est. Cost $75.00 Unrealized
3M COMPANY 0.9%
Value ($000) $26,659 Shares 152,517 Est. Cost $174.79 Unrealized
EXC EXELON CORPORATION 0.9%
Value ($000) $26,634 Shares 630,831 Est. Cost $25.47 Unrealized -3.3%
USB US BANCORP 0.9%
Value ($000) $26,612 Shares 571,202 Est. Cost $24.02 Unrealized +40.9%
ALL ALLSTATE CORP 0.9%
Value ($000) $26,192 Shares 238,264 Est. Cost $36.61 Unrealized +136.7%
DTE DTE ENERGY COMPANY 0.9%
Value ($000) $25,921 Shares 213,500 Est. Cost $44.49 Unrealized +99.4%
MEDTRONIC PLC 0.9%
Value ($000) $25,831 Shares 220,516 Est. Cost $92.87 Unrealized
GPC GENUINE PARTS CO 0.9%
Value ($000) $25,592 Shares 254,821 Est. Cost $54.33 Unrealized +56.1%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $25,365 Shares 433,806 Est. Cost $46.87 Unrealized +7.0%
PRIMERICA INC 0.9%
Value ($000) $25,080 Shares 187,260 Est. Cost $133.93 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.9%
Value ($000) $25,042 Shares 142,123 Est. Cost $145.26 Unrealized +1.5%
D DOMINION ENERGY INC 0.9%
Value ($000) $24,996 Shares 332,391 Est. Cost $38.99 Unrealized +62.7%
EVERGY INC 0.9%
Value ($000) $24,973 Shares 449,889 Est. Cost $56.22 Unrealized
SCHW CHARLES SCHWAB CORP 0.9%
Value ($000) $24,902 Shares 469,495 Est. Cost $40.34 Unrealized +5.0%
MERCK AND CO INC NEW 0.8%
Value ($000) $24,199 Shares 295,828 Est. Cost $73.82 Unrealized
FE FIRSTENERGY CORP 0.8%
Value ($000) $23,643 Shares 772,390 Est. Cost $24.09 Unrealized +0.6%
ETR ENTERGY CORP 0.8%
Value ($000) $23,554 Shares 235,922 Est. Cost $43.60 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $23,256 Shares 156,272 Est. Cost $57.23 Unrealized +128.3%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $23,083 Shares 273,330 Est. Cost $69.21 Unrealized -6.1%
ENBRIDGE INC 0.8%
Value ($000) $23,015 Shares 719,447 Est. Cost $39.35 Unrealized
PM PHILIP MORRIS INTL 0.8%
Value ($000) $22,612 Shares 273,126 Est. Cost $51.19 Unrealized +17.9%
OMC OMNICOM GROUP 0.8%
Value ($000) $22,540 Shares 361,390 Est. Cost $47.57 Unrealized 0.0%
TC ENERGY CORP 0.7%
Value ($000) $20,649 Shares 507,087 Est. Cost $48.85 Unrealized
CVS CVS HEALTH CORP 0.7%
Value ($000) $20,535 Shares 300,661 Est. Cost $64.55 Unrealized -14.5%
COP CONOCOPHILLIPS 0.7%
Value ($000) $20,515 Shares 513,001 Est. Cost $37.57 Unrealized -18.2%
BK BANK OF NEW YORK MELLON CORP 0.7%
Value ($000) $20,434 Shares 481,472 Est. Cost $33.01 Unrealized +0.5%
WMB WILLIAMS COS INC 0.6%
Value ($000) $17,365 Shares 866,061 Est. Cost $16.56 Unrealized -5.6%
BP BP PLC-SPONS ADR 0.6%
Value ($000) $17,137 Shares 835,122 Est. Cost $24.50 Unrealized
SCHD SCHWAB US DVD EQUITY ETF 0.5%
Value ($000) $13,474 Shares 210,071 Est. Cost $52.49 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $12,710 Shares 69,825 Est. Cost $91.13 Unrealized +69.0%
IWV ISHARES RUSSELL 3000 ETF 0.4%
Value ($000) $12,245 Shares 54,775 Est. Cost $97.63 Unrealized
ISHARES CORE DIVIDEND GROWTH ETF 0.4%
Value ($000) $11,992 Shares 267,550 Est. Cost $38.52 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $10,221 Shares 28,794 Est. Cost $312.85 Unrealized +2.0%
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $6,029 Shares 96,154 Est. Cost $57.84 Unrealized
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $5,722 Shares 63,030 Est. Cost $32.61 Unrealized +170.3%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $5,692 Shares 78,021 Est. Cost $58.02 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $5,546 Shares 58,008 Est. Cost $49.76 Unrealized +70.5%
INVESCO BULLETSHARES 2021 CORP BOND 0.2%
Value ($000) $5,146 Shares 242,631 Est. Cost $21.20 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $4,750 Shares 100,200 Est. Cost $18.67 Unrealized +138.2%
AAPL APPLE INC 0.2%
Value ($000) $4,636 Shares 34,939 Est. Cost $86.20 Unrealized +35.7%
INVESCO BULLETSHARES 2022 CORP BOND 0.1%
Value ($000) $4,287 Shares 197,104 Est. Cost $21.56 Unrealized
INVESCO BULLETSHARES 2023 CORP BOND 0.1%
Value ($000) $3,696 Shares 168,747 Est. Cost $21.51 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $3,596 Shares 31,698 Est. Cost $94.36 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $3,142 Shares 106,570 Est. Cost $25.89 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $3,067 Shares 24,362 Est. Cost $112.38 Unrealized -16.9%
BA BOEING CO 0.1%
Value ($000) $2,575 Shares 12,028 Est. Cost $106.28 Unrealized +80.9%
PFE PFIZER INC 0.1%
Value ($000) $2,522 Shares 68,516 Est. Cost $15.90 Unrealized +80.1%
POR PORTLAND GENERAL ELECTRIC CO 0.1%
Value ($000) $2,513 Shares 58,746 Est. Cost $19.66 Unrealized +67.2%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $2,463 Shares 34,082 Est. Cost $35.76 Unrealized +80.7%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,268 Shares 6,598 Est. Cost $319.41 Unrealized
EXXON MOBIL CORPORATION 0.1%
Value ($000) $2,105 Shares 51,065 Est. Cost $85.02 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,825 Shares 7,203 Est. Cost $253.37 Unrealized
SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $1,793 Shares 4,796 Est. Cost $265.54 Unrealized
ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,778 Shares 46,924 Est. Cost $56.79 Unrealized
INVESCO BULLETSHARES 2024 CORP BOND 0.1%
Value ($000) $1,605 Shares 71,692 Est. Cost $21.32 Unrealized
XLY CONSUMER DISC SELECT SECTOR SPDR 0.1%
Value ($000) $1,589 Shares 9,882 Est. Cost $60.26 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $1,492 Shares 22,705 Est. Cost $31.09 Unrealized +49.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $1,436 Shares 28,649 Est. Cost $36.64 Unrealized
WMT WALMART INC 0.0%
Value ($000) $1,351 Shares 9,370 Est. Cost $24.63 Unrealized +83.7%
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $1,309 Shares 6,101 Est. Cost $76.64 Unrealized +152.1%
BRK/B BERKSHIRE HATHAWAY CL B 0.0%
Value ($000) $1,254 Shares 5,408 Est. Cost $130.60 Unrealized +68.6%
CSX CSX CORP 0.0%
Value ($000) $1,243 Shares 13,700 Est. Cost $6.43 Unrealized +316.7%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $1,235 Shares 9,497 Est. Cost $63.41 Unrealized
TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,184 Shares 8,437 Est. Cost $84.60 Unrealized
COMMUNICATION SERV SEL SEC SPDR ETF 0.0%
Value ($000) $1,062 Shares 15,738 Est. Cost $57.41 Unrealized
VANGUARD SHORT-TERM CORPORATE ETF 0.0%
Value ($000) $1,053 Shares 12,652 Est. Cost $78.47 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $1,047 Shares 5,028 Est. Cost $75.15 Unrealized +136.9%
INVESCO BULLETSHARES 2025 CORP BOND 0.0%
Value ($000) $1,039 Shares 45,930 Est. Cost $21.67 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $1,037 Shares 4,230 Est. Cost $156.61 Unrealized +37.0%
LOW LOWES COS INC 0.0%
Value ($000) $972 Shares 6,054 Est. Cost $42.38 Unrealized +249.3%
AMZN AMAZON.COM INC 0.0%
Value ($000) $945 Shares 290 Est. Cost $101.00 Unrealized +58.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $944 Shares 16,841 Est. Cost $50.77 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $934 Shares 6,615 Est. Cost $103.56 Unrealized
ISHARES CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $844 Shares 13,599 Est. Cost $46.48 Unrealized
INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $804 Shares 9,084 Est. Cost $49.57 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $792 Shares 6,652 Est. Cost $30.25 Unrealized +202.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $784 Shares 9,165 Est. Cost $44.81 Unrealized +63.8%
AFL AFLAC INC 0.0%
Value ($000) $698 Shares 15,685 Est. Cost $30.65 Unrealized +18.5%
AEE AMEREN CORPORATION 0.0%
Value ($000) $645 Shares 8,264 Est. Cost $26.35 Unrealized +161.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $643 Shares 21,229 Est. Cost $14.43 Unrealized +63.9%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $643 Shares 1,707 Est. Cost $143.31 Unrealized +142.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $564 Shares 6,807 Est. Cost $82.82 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $564 Shares 7,029 Est. Cost $32.33 Unrealized +119.7%
FACEBOOK INC A 0.0%
Value ($000) $551 Shares 2,016 Est. Cost $128.85 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $541 Shares 3,203 Est. Cost $54.37 Unrealized +160.0%
WEC ENERGY GROUP INC 0.0%
Value ($000) $534 Shares 5,798 Est. Cost $50.08 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $516 Shares 2,533 Est. Cost $102.17 Unrealized +77.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $491 Shares 4,592 Est. Cost $48.80 Unrealized +74.5%
METLIFE INC 0.0%
Value ($000) $482 Shares 10,275 Est. Cost $42.55 Unrealized
SCHB SCHWAB US BROAD MKT ETF 0.0%
Value ($000) $469 Shares 5,151 Est. Cost $78.33 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $446 Shares 6,243 Est. Cost $61.40 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $435 Shares 6,218 Est. Cost $44.63 Unrealized +7.5%
WOR WORTHINGTON INDUSTRIES INC 0.0%
Value ($000) $429 Shares 8,363 Est. Cost $17.50 Unrealized +77.9%
ALPHABET INC CL C 0.0%
Value ($000) $426 Shares 243 Est. Cost $1003.94 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $425 Shares 39,366 Est. Cost $24.23 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $415 Shares 565 Est. Cost $171.57 Unrealized +32.1%
SOUTH JERSEY INDUSTRIES 0.0%
Value ($000) $415 Shares 19,247 Est. Cost $35.12 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $413 Shares 1,356 Est. Cost $315.50 Unrealized -11.0%
PHILLIPS EDISON & COMPANY 0.0%
Value ($000) $410 Shares 46,846 Est. Cost $8.75 Unrealized
ALPHABET INC CL A 0.0%
Value ($000) $405 Shares 231 Est. Cost $1131.89 Unrealized
INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $403 Shares 1,286 Est. Cost $190.23 Unrealized
CHARTER COMMUNICATIONS (NEW) 0.0%
Value ($000) $360 Shares 544 Est. Cost $346.41 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $351 Shares 1,736 Est. Cost $60.15 Unrealized +193.2%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $351 Shares 5,580 Est. Cost $32.43 Unrealized +47.5%
BRK/A BERKSHIRE HATHAWAY CL A 0.0%
Value ($000) $348 Shares 1 Est. Cost $325723.70 Unrealized +1.5%
WFC WELLS FARGO & COMPANY 0.0%
Value ($000) $347 Shares 11,495 Est. Cost $27.52 Unrealized -16.3%
SCHG SCHWAB US LARGE GROWTH ETF 0.0%
Value ($000) $345 Shares 2,689 Est. Cost $60.07 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $316 Shares 9,934 Est. Cost $32.94 Unrealized -1.9%
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $311 Shares 2,643 Est. Cost $78.42 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $298 Shares 5,372 Est. Cost $42.59 Unrealized -22.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $296 Shares 7,212 Est. Cost $21.57 Unrealized +23.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $295 Shares 3,674 Est. Cost $50.28 Unrealized +32.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $294 Shares 359 Est. Cost $224.54 Unrealized +10.6%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $283 Shares 6,883 Est. Cost $55.84 Unrealized -25.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $276 Shares 1,104 Est. Cost $187.55 Unrealized +14.4%
BND VANGUARD TOTAL BOND MKT 0.0%
Value ($000) $271 Shares 3,078 Est. Cost $88.43 Unrealized
DUPONT DE NEMOURS INC 0.0%
Value ($000) $264 Shares 3,709 Est. Cost $55.62 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $260 Shares 4,404 Est. Cost $61.16 Unrealized
DOW DOW INC 0.0%
Value ($000) $257 Shares 4,633 Est. Cost $33.48 Unrealized +16.6%
ROYAL DUTCH SHELL PLC A 0.0%
Value ($000) $257 Shares 7,305 Est. Cost $35.18 Unrealized
FHN FIRST HORIZON CORP 0.0%
Value ($000) $257 Shares 20,142 Est. Cost $7.71 Unrealized +26.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $248 Shares 6,207 Est. Cost $74.79 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $247 Shares 2,868 Est. Cost $70.69 Unrealized 0.0%
SPDR GOLD TRUST 0.0%
Value ($000) $242 Shares 1,355 Est. Cost $167.42 Unrealized
IVE ISHARES S&P500 VALUE INDEX ETF 0.0%
Value ($000) $238 Shares 1,856 Est. Cost $128.23 Unrealized
KR KROGER CO 0.0%
Value ($000) $237 Shares 7,465 Est. Cost $27.03 Unrealized +7.5%
SRE SEMPRA ENERGY 0.0%
Value ($000) $235 Shares 1,843 Est. Cost $45.21 Unrealized +20.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $232 Shares 2,138 Est. Cost $92.76 Unrealized 0.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $228 Shares 1,093 Est. Cost $179.43 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $225 Shares 450 Est. Cost $465.18 Unrealized +3.9%
MAS MASCO CORP 0.0%
Value ($000) $214 Shares 3,900 Est. Cost $51.02 Unrealized -1.4%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $212 Shares 1,389 Est. Cost $130.99 Unrealized 0.0%
VISA INC CLASS A SHARES 0.0%
Value ($000) $212 Shares 967 Est. Cost $200.40 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $211 Shares 1,792 Est. Cost $101.34 Unrealized +6.0%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $210 Shares 5,900 Est. Cost $26.92 Unrealized 0.0%
TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $209 Shares 1,440 Est. Cost $145.14 Unrealized
ALG ALAMO GROUP INC 0.0%
Value ($000) $207 Shares 1,500 Est. Cost $125.94 Unrealized 0.0%
TESLA INC 0.0%
Value ($000) $206 Shares 292 Est. Cost $429.89 Unrealized
WSM WILLIAMS SONOMA 0.0%
Value ($000) $204 Shares 2,000 Est. Cost $46.50 Unrealized 0.0%
ANTS SOFTWARE INC 0.0%
Value ($000) $0 Shares 46,666 Est. Cost Unrealized