VAUGHAN DAVID INVESTMENTS LLC/IL Diversified Active

CIK: 0001063571 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 11, 2021

Total Value ($000): $3,200,418 (100.0% shares, 0.0% debt)

Holdings (197)

MSFT MICROSOFT CORP 3.1%
Value ($000) $99,002 Shares 365,454 Est. Cost $22.75 Unrealized +976.0%
TARGET CORP 2.1%
Value ($000) $67,552 Shares 279,440 Est. Cost $241.74 Unrealized
DE DEERE & CO 2.0%
Value ($000) $65,031 Shares 184,374 Est. Cost $72.27 Unrealized +374.4%
UNH UNITEDHEALTH GROUP 1.9%
Value ($000) $60,760 Shares 151,733 Est. Cost $46.96 Unrealized +685.8%
JPM JP MORGAN CHASE & CO 1.7%
Value ($000) $55,651 Shares 357,791 Est. Cost $35.34 Unrealized +295.4%
TXN TEXAS INSTRUMENTS INC 1.7%
Value ($000) $55,583 Shares 289,042 Est. Cost $23.77 Unrealized +590.8%
HON HONEYWELL INTERNATL INC 1.6%
Value ($000) $50,112 Shares 228,456 Est. Cost $49.85 Unrealized +285.5%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $49,735 Shares 938,401 Est. Cost $14.67 Unrealized +212.5%
QCOM QUALCOMM INC 1.6%
Value ($000) $49,731 Shares 347,936 Est. Cost $46.77 Unrealized +161.2%
ABT ABBOTT LABORATORIES 1.5%
Value ($000) $49,026 Shares 422,891 Est. Cost $35.72 Unrealized +200.3%
S&P GLOBAL INC 1.5%
Value ($000) $48,576 Shares 118,349 Est. Cost $107.26 Unrealized
ORCL ORACLE CORP 1.5%
Value ($000) $47,539 Shares 610,726 Est. Cost $30.15 Unrealized +144.1%
DIS THE WALT DISNEY CO 1.5%
Value ($000) $47,444 Shares 269,920 Est. Cost $53.57 Unrealized +228.0%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $47,245 Shares 286,785 Est. Cost $57.97 Unrealized +150.0%
DISCOVER FINANCIAL SERVICES 1.4%
Value ($000) $45,917 Shares 388,173 Est. Cost $53.03 Unrealized
BLACKROCK INC 1.4%
Value ($000) $45,185 Shares 51,642 Est. Cost $327.54 Unrealized
NEXTERA ENERGY INC 1.4%
Value ($000) $44,431 Shares 606,325 Est. Cost $77.88 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $42,418 Shares 222,361 Est. Cost $51.39 Unrealized +208.8%
T ROWE PRICE ASSOCIATES 1.3%
Value ($000) $42,011 Shares 212,211 Est. Cost $76.00 Unrealized
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $41,940 Shares 253,830 Est. Cost $56.97 Unrealized +159.6%
AMGN AMGEN INC 1.3%
Value ($000) $41,735 Shares 171,219 Est. Cost $68.90 Unrealized +208.4%
VERIZON COMMUNICATIONS 1.3%
Value ($000) $41,564 Shares 741,817 Est. Cost $49.61 Unrealized
SWK STANLEY BLACK & DECKER INC. 1.2%
Value ($000) $39,160 Shares 191,035 Est. Cost $101.15 Unrealized +74.6%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $38,646 Shares 286,414 Est. Cost $54.50 Unrealized +121.5%
T AT&T INC 1.2%
Value ($000) $38,555 Shares 1,339,629 Est. Cost $12.54 Unrealized +35.4%
ABBVIE INC 1.2%
Value ($000) $38,393 Shares 340,849 Est. Cost $79.52 Unrealized
EMN EASTMAN CHEMICAL COMPANY 1.2%
Value ($000) $38,327 Shares 328,282 Est. Cost $62.87 Unrealized +61.5%
PEP PEPSICO INC 1.2%
Value ($000) $38,071 Shares 256,939 Est. Cost $56.57 Unrealized +123.0%
MRSH MARSH & MCLENNAN COS 1.2%
Value ($000) $37,423 Shares 266,017 Est. Cost $33.73 Unrealized +271.2%
RLI RLI CORP 1.2%
Value ($000) $36,913 Shares 352,932 Est. Cost $27.41 Unrealized +65.3%
PPG PPG INDUSTRIES INC 1.1%
Value ($000) $36,265 Shares 213,612 Est. Cost $76.66 Unrealized +103.9%
ACCENTURE PLC-CL A 1.1%
Value ($000) $35,856 Shares 121,633 Est. Cost $219.55 Unrealized
BMY BRISTOL MYERS SQUIBB CO 1.1%
Value ($000) $35,838 Shares 536,338 Est. Cost $37.73 Unrealized +42.8%
XEL XCEL ENERGY 1.1%
Value ($000) $35,708 Shares 542,010 Est. Cost $21.87 Unrealized +173.9%
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $34,968 Shares 480,268 Est. Cost $40.98 Unrealized +62.5%
TRUIST FINANCIAL CORP 1.1%
Value ($000) $34,842 Shares 627,782 Est. Cost $53.07 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $34,731 Shares 108,913 Est. Cost $176.66 Unrealized +60.7%
LNT ALLIANT ENERGY CORP 1.1%
Value ($000) $33,682 Shares 604,054 Est. Cost $24.34 Unrealized +100.6%
USB US BANCORP 1.0%
Value ($000) $33,602 Shares 589,820 Est. Cost $24.69 Unrealized +93.3%
ALL ALLSTATE CORP 1.0%
Value ($000) $32,957 Shares 252,658 Est. Cost $40.30 Unrealized +186.1%
CMCSA COMCAST CORP CLASS A 1.0%
Value ($000) $32,940 Shares 577,696 Est. Cost $36.90 Unrealized +33.0%
GPC GENUINE PARTS CO 1.0%
Value ($000) $32,938 Shares 260,445 Est. Cost $55.05 Unrealized +101.2%
BAH BOOZ ALLEN HAMILTON HOLDING CORP 1.0%
Value ($000) $32,868 Shares 385,865 Est. Cost $76.39 Unrealized +1.0%
DGX QUEST DIAGNOSTICS INC 1.0%
Value ($000) $32,433 Shares 245,764 Est. Cost $91.25 Unrealized +31.3%
AEP AMERICAN ELECTRIC POWER 1.0%
Value ($000) $32,303 Shares 381,872 Est. Cost $35.55 Unrealized +104.5%
COP CONOCOPHILLIPS 1.0%
Value ($000) $32,060 Shares 526,436 Est. Cost $37.77 Unrealized +24.9%
FE FIRSTENERGY CORP 1.0%
Value ($000) $31,951 Shares 858,662 Est. Cost $24.51 Unrealized +25.7%
3M COMPANY 1.0%
Value ($000) $31,911 Shares 160,656 Est. Cost $175.82 Unrealized
NSC NORFOLK SOUTHERN CORP 1.0%
Value ($000) $31,719 Shares 119,509 Est. Cost $132.39 Unrealized +89.1%
EVERSOURCE ENERGY 1.0%
Value ($000) $31,373 Shares 390,991 Est. Cost $52.93 Unrealized
OMC OMNICOM GROUP 1.0%
Value ($000) $30,784 Shares 384,849 Est. Cost $48.49 Unrealized +42.2%
DUKE ENERGY HOLDING CORP 1.0%
Value ($000) $30,588 Shares 309,850 Est. Cost $76.17 Unrealized
EXC EXELON CORPORATION 0.9%
Value ($000) $30,248 Shares 682,656 Est. Cost $25.53 Unrealized +7.2%
ADP AUTOMATIC DATA PROCESSING 0.9%
Value ($000) $30,246 Shares 152,282 Est. Cost $146.51 Unrealized +20.3%
SO SOUTHERN CO 0.9%
Value ($000) $30,197 Shares 499,035 Est. Cost $28.08 Unrealized +91.5%
KO COCA COLA CO 0.9%
Value ($000) $30,162 Shares 557,415 Est. Cost $28.61 Unrealized +65.3%
ENBRIDGE INC 0.9%
Value ($000) $30,128 Shares 752,455 Est. Cost $39.31 Unrealized
CVX CHEVRON CORPORATION 0.9%
Value ($000) $29,945 Shares 285,896 Est. Cost $69.83 Unrealized +24.7%
EVERGY INC 0.9%
Value ($000) $29,822 Shares 493,496 Est. Cost $56.55 Unrealized
BROADCOM INC 0.9%
Value ($000) $29,779 Shares 62,450 Est. Cost $476.85 Unrealized
PRIMERICA INC 0.9%
Value ($000) $29,654 Shares 193,637 Est. Cost $134.50 Unrealized
MEDTRONIC PLC 0.9%
Value ($000) $29,601 Shares 238,470 Est. Cost $94.95 Unrealized
GIS GENERAL MILLS INC 0.9%
Value ($000) $29,228 Shares 479,698 Est. Cost $30.91 Unrealized +71.2%
APOLLO GLOBAL MANAGEMENT LLC 0.9%
Value ($000) $29,164 Shares 468,879 Est. Cost $62.20 Unrealized
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $28,998 Shares 464,410 Est. Cost $47.19 Unrealized +15.7%
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $28,759 Shares 214,976 Est. Cost $65.17 Unrealized +72.4%
DTE DTE ENERGY COMPANY 0.9%
Value ($000) $28,574 Shares 220,477 Est. Cost $46.11 Unrealized +117.3%
PM PHILIP MORRIS INTL 0.9%
Value ($000) $28,175 Shares 284,277 Est. Cost $51.99 Unrealized +47.0%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $27,247 Shares 72,014 Est. Cost $307.54 Unrealized +10.1%
RF REGIONS FINANCIAL CORP 0.9%
Value ($000) $27,235 Shares 1,349,589 Est. Cost $16.12 Unrealized +10.9%
CVS CVS HEALTH CORP 0.8%
Value ($000) $27,139 Shares 325,256 Est. Cost $64.62 Unrealized +9.1%
TC ENERGY CORP 0.8%
Value ($000) $27,079 Shares 546,835 Est. Cost $48.75 Unrealized
ETR ENTERGY CORP 0.8%
Value ($000) $27,020 Shares 271,009 Est. Cost $43.28 Unrealized +2.9%
D DOMINION ENERGY INC 0.8%
Value ($000) $26,916 Shares 365,855 Est. Cost $40.95 Unrealized +53.1%
MERCK AND CO INC NEW 0.8%
Value ($000) $25,677 Shares 330,164 Est. Cost $74.20 Unrealized
PII POLARIS INDUSTRIES INC 0.8%
Value ($000) $24,651 Shares 179,984 Est. Cost $135.56 Unrealized 0.0%
CAT CATERPILLAR INC 0.8%
Value ($000) $24,061 Shares 110,558 Est. Cost $135.03 Unrealized +56.9%
WMB WILLIAMS COS INC 0.8%
Value ($000) $24,028 Shares 904,998 Est. Cost $16.68 Unrealized +22.5%
BP BP PLC-SPONS ADR 0.7%
Value ($000) $23,157 Shares 876,491 Est. Cost $24.56 Unrealized
AMDOCS LTD 0.7%
Value ($000) $22,981 Shares 297,068 Est. Cost $70.67 Unrealized
SCHD SCHWAB US DVD EQUITY ETF 0.6%
Value ($000) $18,814 Shares 248,797 Est. Cost $55.83 Unrealized
INTC INTEL CORPORATION 0.5%
Value ($000) $17,081 Shares 304,255 Est. Cost $16.07 Unrealized +233.5%
ISHARES CORE DIVIDEND GROWTH ETF 0.5%
Value ($000) $16,703 Shares 331,671 Est. Cost $40.57 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.4%
Value ($000) $14,017 Shares 54,775 Est. Cost $97.63 Unrealized
INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $13,455 Shares 89,263 Est. Cost $150.56 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $11,662 Shares 61,944 Est. Cost $57.23 Unrealized +198.6%
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $7,284 Shares 115,206 Est. Cost $58.81 Unrealized
INVESCO BULLETSHARES 2022 CORP BOND 0.2%
Value ($000) $7,198 Shares 333,397 Est. Cost $21.58 Unrealized
INVESCO BULLETSHARES 2021 CORP BOND 0.2%
Value ($000) $6,959 Shares 329,796 Est. Cost $21.17 Unrealized
UPS UNITED PARCEL SERVICE B 0.2%
Value ($000) $6,217 Shares 29,893 Est. Cost $57.71 Unrealized +184.5%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $6,169 Shares 78,203 Est. Cost $58.02 Unrealized
INVESCO BULLETSHARES 2023 CORP BOND 0.2%
Value ($000) $5,701 Shares 262,341 Est. Cost $21.60 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $5,314 Shares 100,000 Est. Cost $18.67 Unrealized +167.2%
AAPL APPLE INC 0.2%
Value ($000) $5,009 Shares 36,570 Est. Cost $93.83 Unrealized +34.8%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $4,759 Shares 53,878 Est. Cost $49.76 Unrealized +62.2%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $4,372 Shares 49,305 Est. Cost $32.61 Unrealized +185.3%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $4,324 Shares 34,332 Est. Cost $96.80 Unrealized
INVESCO BULLETSHARES 2024 CORP BOND 0.1%
Value ($000) $4,169 Shares 187,869 Est. Cost $21.85 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $4,068 Shares 110,873 Est. Cost $26.50 Unrealized
EXXON MOBIL CORPORATION 0.1%
Value ($000) $3,416 Shares 54,152 Est. Cost $83.69 Unrealized
SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $3,059 Shares 7,146 Est. Cost $318.99 Unrealized
ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $2,937 Shares 54,512 Est. Cost $56.32 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $2,761 Shares 18,836 Est. Cost $112.38 Unrealized +0.9%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $2,713 Shares 52,948 Est. Cost $33.15 Unrealized +32.3%
BA BOEING CO 0.1%
Value ($000) $2,509 Shares 10,473 Est. Cost $106.28 Unrealized +127.5%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,493 Shares 6,335 Est. Cost $325.56 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $2,172 Shares 7,816 Est. Cost $168.01 Unrealized +66.3%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $2,140 Shares 7,461 Est. Cost $254.48 Unrealized
POR PORTLAND GENERAL ELECTRIC CO 0.1%
Value ($000) $2,136 Shares 46,347 Est. Cost $19.66 Unrealized +105.2%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $2,011 Shares 28,034 Est. Cost $35.76 Unrealized +82.3%
COMMUNICATION SERV SEL SEC SPDR ETF 0.1%
Value ($000) $1,848 Shares 22,825 Est. Cost $63.40 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $1,690 Shares 22,661 Est. Cost $31.09 Unrealized +87.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $1,558 Shares 28,683 Est. Cost $36.87 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1,536 Shares 15,640 Est. Cost $59.91 Unrealized +47.7%
WHITING PETROLEUM CORP 0.0%
Value ($000) $1,446 Shares 26,500 Est. Cost $48.07 Unrealized
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $1,363 Shares 5,901 Est. Cost $76.64 Unrealized +173.1%
CSX CSX CORP 0.0%
Value ($000) $1,318 Shares 41,100 Est. Cost $22.79 Unrealized +35.9%
WMT WALMART INC 0.0%
Value ($000) $1,261 Shares 8,944 Est. Cost $24.94 Unrealized +75.7%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $1,222 Shares 8,277 Est. Cost $63.41 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $1,174 Shares 6,054 Est. Cost $42.38 Unrealized +323.5%
PFE PFIZER INC 0.0%
Value ($000) $1,148 Shares 29,328 Est. Cost $15.90 Unrealized +94.9%
TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,130 Shares 7,548 Est. Cost $84.60 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $1,099 Shares 4,230 Est. Cost $156.61 Unrealized +55.5%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $1,084 Shares 4,928 Est. Cost $75.15 Unrealized +166.6%
VANGUARD SHORT-TERM CORPORATE ETF 0.0%
Value ($000) $1,068 Shares 12,918 Est. Cost $78.58 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $1,056 Shares 6,821 Est. Cost $104.87 Unrealized
ISHARES CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $980 Shares 14,630 Est. Cost $48.31 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $971 Shares 6,652 Est. Cost $30.25 Unrealized +300.7%
INVESCO BULLETSHARES 2025 CORP BOND 0.0%
Value ($000) $942 Shares 42,207 Est. Cost $21.69 Unrealized
ORGANON & CO 0.0%
Value ($000) $931 Shares 30,771 Est. Cost $30.26 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $913 Shares 16,721 Est. Cost $50.87 Unrealized
SCHB SCHWAB US BROAD MKT ETF 0.0%
Value ($000) $895 Shares 8,582 Est. Cost $87.37 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $843 Shares 245 Est. Cost $103.65 Unrealized +60.3%
INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $811 Shares 7,922 Est. Cost $49.57 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $796 Shares 2,012 Est. Cost $172.67 Unrealized +107.9%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $780 Shares 18,910 Est. Cost $14.43 Unrealized +153.3%
XLY CONSUMER DISC SELECT SECTOR SPDR 0.0%
Value ($000) $767 Shares 4,296 Est. Cost $60.26 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $763 Shares 3,323 Est. Cost $59.22 Unrealized +224.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $709 Shares 8,715 Est. Cost $44.81 Unrealized +63.9%
FACEBOOK INC A 0.0%
Value ($000) $700 Shares 2,013 Est. Cost $131.05 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $619 Shares 11,535 Est. Cost $30.65 Unrealized +59.9%
AEE AMEREN CORPORATION 0.0%
Value ($000) $610 Shares 7,621 Est. Cost $26.35 Unrealized +176.8%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $573 Shares 2,565 Est. Cost $103.45 Unrealized +98.2%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $566 Shares 7,029 Est. Cost $32.33 Unrealized +134.1%
ALPHABET INC CL C 0.0%
Value ($000) $554 Shares 221 Est. Cost $1003.94 Unrealized
DOW DOW INC 0.0%
Value ($000) $546 Shares 8,621 Est. Cost $41.56 Unrealized +22.8%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $540 Shares 40,108 Est. Cost $65.27 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $529 Shares 6,168 Est. Cost $44.98 Unrealized +56.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $515 Shares 1,418 Est. Cost $316.53 Unrealized +5.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $501 Shares 4,478 Est. Cost $48.80 Unrealized +108.3%
PHILLIPS EDISON & COMPANY CLASS B 0.0%
Value ($000) $494 Shares 46,846 Est. Cost $10.55 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $489 Shares 5,957 Est. Cost $82.82 Unrealized
DUPONT DE NEMOURS INC 0.0%
Value ($000) $489 Shares 6,320 Est. Cost $77.37 Unrealized
ALPHABET INC CL A 0.0%
Value ($000) $488 Shares 200 Est. Cost $1131.89 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $484 Shares 5,678 Est. Cost $62.38 Unrealized
METLIFE INC 0.0%
Value ($000) $466 Shares 7,785 Est. Cost $42.55 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $435 Shares 1,595 Est. Cost $230.57 Unrealized +14.0%
BRK/A BERKSHIRE HATHAWAY CL A 0.0%
Value ($000) $419 Shares 1 Est. Cost $325723.70 Unrealized +29.0%
INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $419 Shares 1,181 Est. Cost $190.23 Unrealized
WOR WORTHINGTON INDUSTRIES INC 0.0%
Value ($000) $395 Shares 6,463 Est. Cost $17.50 Unrealized +131.2%
CHARTER COMMUNICATIONS (NEW) 0.0%
Value ($000) $378 Shares 524 Est. Cost $346.41 Unrealized
WEC ENERGY GROUP INC 0.0%
Value ($000) $367 Shares 4,126 Est. Cost $50.08 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $363 Shares 10,800 Est. Cost $33.00 Unrealized +2.2%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $360 Shares 6,883 Est. Cost $55.84 Unrealized -7.1%
FHN FIRST HORIZON CORP 0.0%
Value ($000) $348 Shares 20,142 Est. Cost $7.71 Unrealized +99.9%
SOUTH JERSEY INDUSTRIES 0.0%
Value ($000) $347 Shares 13,400 Est. Cost $34.71 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $330 Shares 359 Est. Cost $224.54 Unrealized +24.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $326 Shares 6,844 Est. Cost $21.57 Unrealized +57.5%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $323 Shares 5,580 Est. Cost $32.43 Unrealized +45.5%
CLX CLOROX COMPANY 0.0%
Value ($000) $312 Shares 1,736 Est. Cost $60.15 Unrealized +161.7%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $306 Shares 3,175 Est. Cost $50.28 Unrealized +70.0%
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $303 Shares 2,427 Est. Cost $78.42 Unrealized
WSM WILLIAMS SONOMA 0.0%
Value ($000) $287 Shares 1,800 Est. Cost $46.50 Unrealized +67.5%
IVE ISHARES S&P500 VALUE INDEX ETF 0.0%
Value ($000) $282 Shares 1,913 Est. Cost $128.65 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $280 Shares 1,968 Est. Cost $70.69 Unrealized +82.2%
WFC WELLS FARGO & COMPANY 0.0%
Value ($000) $275 Shares 6,066 Est. Cost $27.52 Unrealized +45.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $268 Shares 1,104 Est. Cost $187.55 Unrealized +18.4%
ROYAL DUTCH SHELL PLC A 0.0%
Value ($000) $267 Shares 6,598 Est. Cost $35.18 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $266 Shares 455 Est. Cost $465.25 Unrealized +10.8%
TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $264 Shares 1,431 Est. Cost $145.14 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $257 Shares 2,238 Est. Cost $93.44 Unrealized +15.7%
NVDA NVIDIA CORP 0.0%
Value ($000) $257 Shares 321 Est. Cost $15.99 Unrealized 0.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $255 Shares 1,076 Est. Cost $179.43 Unrealized +28.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $251 Shares 1,792 Est. Cost $101.34 Unrealized +26.9%
BND VANGUARD TOTAL BOND MKT 0.0%
Value ($000) $247 Shares 2,878 Est. Cost $88.43 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $244 Shares 3,422 Est. Cost $42.59 Unrealized +26.5%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $242 Shares 1,389 Est. Cost $130.99 Unrealized +15.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $236 Shares 4,477 Est. Cost $74.79 Unrealized
SPDR GOLD TRUST 0.0%
Value ($000) $234 Shares 1,415 Est. Cost $167.33 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $233 Shares 5,900 Est. Cost $26.92 Unrealized +32.1%
ALG ALAMO GROUP INC 0.0%
Value ($000) $229 Shares 1,500 Est. Cost $125.94 Unrealized +20.0%
VISA INC CLASS A SHARES 0.0%
Value ($000) $221 Shares 946 Est. Cost $200.40 Unrealized
BLACKSTONE GROUP INC 0.0%
Value ($000) $214 Shares 2,200 Est. Cost $97.27 Unrealized
SRE SEMPRA 0.0%
Value ($000) $211 Shares 1,593 Est. Cost $45.21 Unrealized +30.2%
KR KROGER CO 0.0%
Value ($000) $209 Shares 5,450 Est. Cost $27.03 Unrealized +26.2%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $207 Shares 3,233 Est. Cost $61.16 Unrealized
ANTS SOFTWARE INC 0.0%
Value ($000) $0 Shares 46,666 Est. Cost Unrealized