VAUGHAN DAVID INVESTMENTS LLC/IL Diversified Active

CIK: 0001063571 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 9, 2022

Total Value ($000): $3,391,712 (100.0% shares, 0.0% debt)

Holdings (194)

MSFT MICROSOFT CORP 3.0%
Value ($000) $103,148 Shares 334,559 Est. Cost $22.75 Unrealized +1181.1%
UNH UNITEDHEALTH GROUP 2.2%
Value ($000) $74,290 Shares 145,674 Est. Cost $46.96 Unrealized +860.7%
DE DEERE & CO 2.1%
Value ($000) $72,846 Shares 175,338 Est. Cost $72.27 Unrealized +402.3%
ABBVIE INC 1.7%
Value ($000) $56,388 Shares 347,839 Est. Cost $80.12 Unrealized
TARGET CORP 1.6%
Value ($000) $53,894 Shares 253,955 Est. Cost $241.74 Unrealized
COP CONOCOPHILLIPS 1.5%
Value ($000) $51,660 Shares 516,600 Est. Cost $37.77 Unrealized +110.9%
QCOM QUALCOMM INC 1.5%
Value ($000) $51,609 Shares 337,712 Est. Cost $46.77 Unrealized +228.4%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $51,359 Shares 921,069 Est. Cost $14.67 Unrealized +242.8%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $51,292 Shares 289,408 Est. Cost $59.10 Unrealized +156.9%
TXN TEXAS INSTRUMENTS INC 1.5%
Value ($000) $50,672 Shares 276,174 Est. Cost $23.77 Unrealized +561.6%
NEXTERA ENERGY INC 1.5%
Value ($000) $50,284 Shares 593,602 Est. Cost $77.88 Unrealized
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $48,778 Shares 412,113 Est. Cost $35.72 Unrealized +222.9%
JPM JP MORGAN CHASE & CO 1.4%
Value ($000) $48,402 Shares 355,061 Est. Cost $35.34 Unrealized +278.2%
CVX CHEVRON CORPORATION 1.4%
Value ($000) $47,534 Shares 291,922 Est. Cost $70.51 Unrealized +74.1%
ORCL ORACLE CORP 1.4%
Value ($000) $47,332 Shares 572,130 Est. Cost $30.15 Unrealized +155.3%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $47,140 Shares 252,086 Est. Cost $56.97 Unrealized +201.5%
S&P GLOBAL INC 1.4%
Value ($000) $45,936 Shares 111,991 Est. Cost $107.26 Unrealized
HON HONEYWELL INTERNATL INC 1.3%
Value ($000) $43,796 Shares 225,080 Est. Cost $49.85 Unrealized +241.7%
MRSH MARSH & MCLENNAN COS 1.3%
Value ($000) $43,706 Shares 256,460 Est. Cost $33.73 Unrealized +340.7%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $43,339 Shares 283,632 Est. Cost $54.50 Unrealized +160.8%
PEP PEPSICO INC 1.3%
Value ($000) $42,665 Shares 254,901 Est. Cost $56.57 Unrealized +162.4%
BROADCOM INC 1.2%
Value ($000) $42,238 Shares 67,078 Est. Cost $480.18 Unrealized
AMGN AMGEN INC 1.2%
Value ($000) $41,941 Shares 173,438 Est. Cost $68.90 Unrealized +195.1%
DISCOVER FINANCIAL SERVICES 1.2%
Value ($000) $41,258 Shares 374,422 Est. Cost $53.03 Unrealized
FE FIRSTENERGY CORP 1.2%
Value ($000) $41,038 Shares 894,852 Est. Cost $24.75 Unrealized +45.9%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $40,593 Shares 481,471 Est. Cost $40.98 Unrealized +103.5%
BMY BRISTOL MYERS SQUIBB CO 1.2%
Value ($000) $40,022 Shares 548,016 Est. Cost $38.09 Unrealized +49.2%
XEL XCEL ENERGY 1.2%
Value ($000) $40,001 Shares 554,254 Est. Cost $22.74 Unrealized +165.5%
PNC PNC FINANCIAL SERVICES GROUP 1.2%
Value ($000) $39,652 Shares 214,975 Est. Cost $51.39 Unrealized +238.8%
AEP AMERICAN ELECTRIC POWER 1.2%
Value ($000) $39,480 Shares 395,706 Est. Cost $36.94 Unrealized +114.4%
ACCENTURE PLC-CL A 1.2%
Value ($000) $39,280 Shares 116,477 Est. Cost $219.55 Unrealized
BLACKROCK INC 1.1%
Value ($000) $38,798 Shares 50,772 Est. Cost $331.94 Unrealized
LNT ALLIANT ENERGY CORP 1.1%
Value ($000) $38,525 Shares 616,595 Est. Cost $24.94 Unrealized +110.0%
VERIZON COMMUNICATIONS 1.1%
Value ($000) $38,393 Shares 753,691 Est. Cost $49.61 Unrealized
DT MIDSTREAM INC 1.1%
Value ($000) $37,721 Shares 695,183 Est. Cost $46.36 Unrealized
SO SOUTHERN CO 1.1%
Value ($000) $36,984 Shares 510,053 Est. Cost $28.40 Unrealized +106.7%
DIS THE WALT DISNEY CO 1.1%
Value ($000) $36,947 Shares 269,374 Est. Cost $54.67 Unrealized +158.4%
EMN EASTMAN CHEMICAL COMPANY 1.1%
Value ($000) $36,531 Shares 325,996 Est. Cost $62.87 Unrealized +60.6%
TRUIST FINANCIAL CORP 1.1%
Value ($000) $36,236 Shares 639,090 Est. Cost $53.13 Unrealized
EVERGY INC 1.1%
Value ($000) $35,975 Shares 526,413 Est. Cost $57.17 Unrealized
ADP AUTOMATIC DATA PROCESSING 1.1%
Value ($000) $35,764 Shares 157,175 Est. Cost $147.79 Unrealized +33.2%
ENBRIDGE INC 1.0%
Value ($000) $35,581 Shares 771,998 Est. Cost $39.30 Unrealized
ALL ALLSTATE CORP 1.0%
Value ($000) $35,550 Shares 256,660 Est. Cost $40.30 Unrealized +183.6%
EVERSOURCE ENERGY 1.0%
Value ($000) $35,389 Shares 401,277 Est. Cost $53.23 Unrealized
DUKE ENERGY HOLDING CORP 1.0%
Value ($000) $35,217 Shares 315,395 Est. Cost $76.51 Unrealized
KO COCA COLA CO 1.0%
Value ($000) $35,166 Shares 567,199 Est. Cost $28.88 Unrealized +87.2%
BAH BOOZ ALLEN HAMILTON HOLDING CORP 1.0%
Value ($000) $35,088 Shares 399,455 Est. Cost $76.41 Unrealized -0.2%
EXC EXELON CORPORATION 1.0%
Value ($000) $34,434 Shares 722,958 Est. Cost $26.03 Unrealized +41.5%
CVS CVS HEALTH CORP 1.0%
Value ($000) $34,309 Shares 338,992 Est. Cost $64.99 Unrealized +41.6%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $34,081 Shares 77,210 Est. Cost $308.81 Unrealized +18.2%
OMC OMNICOM GROUP 1.0%
Value ($000) $33,951 Shares 399,990 Est. Cost $48.74 Unrealized +44.0%
ETR ENTERGY CORP 1.0%
Value ($000) $33,422 Shares 286,273 Est. Cost $43.43 Unrealized +9.4%
D DOMINION ENERGY INC 1.0%
Value ($000) $33,372 Shares 392,745 Est. Cost $42.47 Unrealized +57.5%
GPC GENUINE PARTS CO 1.0%
Value ($000) $33,178 Shares 263,272 Est. Cost $55.05 Unrealized +110.9%
T AT&T INC 1.0%
Value ($000) $33,075 Shares 1,399,692 Est. Cost $12.68 Unrealized +17.6%
RF REGIONS FINANCIAL CORP 1.0%
Value ($000) $32,642 Shares 1,466,418 Est. Cost $16.24 Unrealized +22.5%
HD HOME DEPOT INC 1.0%
Value ($000) $32,585 Shares 108,861 Est. Cost $179.48 Unrealized +74.9%
GIS GENERAL MILLS INC 1.0%
Value ($000) $32,476 Shares 479,556 Est. Cost $30.91 Unrealized +90.1%
CI CIGNA CORP NEW 1.0%
Value ($000) $32,265 Shares 134,657 Est. Cost $201.25 Unrealized +8.5%
USB US BANCORP 0.9%
Value ($000) $31,348 Shares 589,811 Est. Cost $24.69 Unrealized +93.8%
DTE DTE ENERGY COMPANY 0.9%
Value ($000) $31,260 Shares 236,439 Est. Cost $49.89 Unrealized +114.2%
APOLLO GLOBAL MANAGEMENT LLC 0.9%
Value ($000) $31,255 Shares 504,195 Est. Cost $72.25 Unrealized
WMB WILLIAMS COS INC 0.9%
Value ($000) $31,070 Shares 929,970 Est. Cost $16.76 Unrealized +52.4%
ICE INTERCONTINENTIAL EXCHANGE INC 0.9%
Value ($000) $31,033 Shares 234,885 Est. Cost $122.58 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $30,144 Shares 480,155 Est. Cost $47.53 Unrealized +23.4%
MERCK AND CO INC NEW 0.9%
Value ($000) $28,881 Shares 351,989 Est. Cost $74.49 Unrealized
MEDTRONIC PLC 0.8%
Value ($000) $28,682 Shares 258,516 Est. Cost $96.08 Unrealized
PPG PPG INDUSTRIES INC 0.8%
Value ($000) $28,408 Shares 216,737 Est. Cost $77.54 Unrealized +72.6%
ACTIVISION BLIZZARD INC 0.8%
Value ($000) $28,248 Shares 352,617 Est. Cost $67.27 Unrealized
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $28,186 Shares 228,858 Est. Cost $67.76 Unrealized +68.3%
CMCSA COMCAST CORP CLASS A 0.8%
Value ($000) $28,061 Shares 599,335 Est. Cost $37.04 Unrealized +15.7%
SWK STANLEY BLACK & DECKER INC. 0.8%
Value ($000) $27,779 Shares 198,717 Est. Cost $102.94 Unrealized +38.3%
PM PHILIP MORRIS INTL 0.8%
Value ($000) $27,481 Shares 292,535 Est. Cost $52.83 Unrealized +56.7%
PRIMERICA INC 0.8%
Value ($000) $27,405 Shares 200,298 Est. Cost $134.96 Unrealized
BP BP PLC-SPONS ADR 0.8%
Value ($000) $27,059 Shares 920,369 Est. Cost $24.71 Unrealized
AMDOCS LTD 0.8%
Value ($000) $26,376 Shares 320,840 Est. Cost $71.28 Unrealized
SIEGY SIEMENS AG-SPONS ADR 0.7%
Value ($000) $24,402 Shares 352,938 Est. Cost $81.58 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $24,184 Shares 108,535 Est. Cost $135.03 Unrealized +44.7%
SCHD SCHWAB US DVD EQUITY ETF 0.7%
Value ($000) $23,613 Shares 299,309 Est. Cost $59.52 Unrealized
LECO LINCOLN ELECTRIC HOLDINGS INC 0.7%
Value ($000) $23,335 Shares 169,330 Est. Cost $130.94 Unrealized 0.0%
CONSTELLATION BRANDS INC 0.7%
Value ($000) $22,195 Shares 96,365 Est. Cost $247.75 Unrealized
ISHARES CORE DIVIDEND GROWTH ETF 0.6%
Value ($000) $21,614 Shares 404,687 Est. Cost $42.76 Unrealized
PII POLARIS INDUSTRIES INC 0.5%
Value ($000) $18,058 Shares 171,458 Est. Cost $133.30 Unrealized -14.5%
RLI RLI CORP 0.5%
Value ($000) $17,581 Shares 158,915 Est. Cost $27.41 Unrealized +64.5%
INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $14,061 Shares 89,157 Est. Cost $150.56 Unrealized
CONSTELLATION ENERGY CORP 0.4%
Value ($000) $12,950 Shares 230,216 Est. Cost $56.25 Unrealized
INTC INTEL CORPORATION 0.3%
Value ($000) $10,790 Shares 217,717 Est. Cost $16.07 Unrealized +187.4%
XLU UTILITIES SELECT SECTOR SPDR 0.3%
Value ($000) $10,350 Shares 138,996 Est. Cost $60.56 Unrealized
INVESCO BULLETSHARES 2022 CORP BOND 0.3%
Value ($000) $10,062 Shares 473,283 Est. Cost $21.54 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $10,008 Shares 41,496 Est. Cost $57.23 Unrealized +257.9%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $7,745 Shares 27,153 Est. Cost $132.39 Unrealized +91.1%
INVESCO BULLETSHARES 2023 CORP BOND 0.2%
Value ($000) $7,728 Shares 366,267 Est. Cost $21.56 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $7,227 Shares 100,000 Est. Cost $18.67 Unrealized +250.2%
3M COMPANY 0.2%
Value ($000) $6,803 Shares 45,691 Est. Cost $175.85 Unrealized
INVESCO BULLETSHARES 2024 CORP BOND 0.2%
Value ($000) $6,484 Shares 307,750 Est. Cost $21.84 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $6,222 Shares 35,634 Est. Cost $94.99 Unrealized +73.5%
UPS UNITED PARCEL SERVICE B 0.2%
Value ($000) $5,853 Shares 27,293 Est. Cost $57.71 Unrealized +207.0%
ENERGY SELECT SECTOR SPDR 0.2%
Value ($000) $5,091 Shares 66,600 Est. Cost $55.71 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $4,921 Shares 128,418 Est. Cost $28.10 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $4,478 Shares 32,687 Est. Cost $97.57 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $4,397 Shares 44,057 Est. Cost $49.76 Unrealized +80.0%
EXXON MOBIL CORPORATION 0.1%
Value ($000) $4,053 Shares 49,070 Est. Cost $83.69 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $3,842 Shares 47,171 Est. Cost $32.61 Unrealized +163.1%
POR PORTLAND GENERAL ELECTRIC CO 0.1%
Value ($000) $2,384 Shares 43,230 Est. Cost $19.66 Unrealized +125.6%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $2,361 Shares 24,934 Est. Cost $36.24 Unrealized +108.6%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $2,333 Shares 6,612 Est. Cost $169.93 Unrealized +90.4%
SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2,328 Shares 5,155 Est. Cost $328.51 Unrealized
COMMUNICATION SERV SEL SEC SPDR ETF 0.1%
Value ($000) $2,157 Shares 31,367 Est. Cost $66.78 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $2,126 Shares 16,348 Est. Cost $112.38 Unrealized -0.3%
TC ENERGY CORP 0.1%
Value ($000) $1,973 Shares 34,969 Est. Cost $48.75 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,763 Shares 9,205 Est. Cost $106.28 Unrealized +88.9%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $1,704 Shares 34,335 Est. Cost $33.15 Unrealized +53.1%
INVESCO BULLETSHARES 2025 CORP BOND 0.0%
Value ($000) $1,523 Shares 72,834 Est. Cost $21.53 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,483 Shares 39,600 Est. Cost $22.79 Unrealized +47.0%
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $1,467 Shares 5,932 Est. Cost $78.97 Unrealized +188.4%
T ROWE PRICE ASSOCIATES 0.0%
Value ($000) $1,373 Shares 9,078 Est. Cost $76.00 Unrealized
WMT WALMART INC 0.0%
Value ($000) $1,363 Shares 9,151 Est. Cost $25.31 Unrealized +76.2%
PFE PFIZER INC 0.0%
Value ($000) $1,323 Shares 25,562 Est. Cost $19.55 Unrealized +117.3%
TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,321 Shares 7,231 Est. Cost $84.60 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $1,292 Shares 18,047 Est. Cost $31.09 Unrealized +83.7%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $1,214 Shares 4,442 Est. Cost $75.15 Unrealized +206.8%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1,194 Shares 8,725 Est. Cost $91.25 Unrealized +41.5%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $1,157 Shares 2,009 Est. Cost $172.67 Unrealized +190.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $1,132 Shares 6,982 Est. Cost $107.12 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $1,127 Shares 5,573 Est. Cost $42.38 Unrealized +403.4%
SYK STRYKER CORP 0.0%
Value ($000) $1,089 Shares 4,075 Est. Cost $156.61 Unrealized +58.5%
LLY ELI LILLY & CO 0.0%
Value ($000) $966 Shares 3,373 Est. Cost $80.38 Unrealized +209.2%
VANGUARD SHORT-TERM CORPORATE ETF 0.0%
Value ($000) $934 Shares 11,962 Est. Cost $78.58 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $908 Shares 5,712 Est. Cost $64.52 Unrealized
INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $819 Shares 7,952 Est. Cost $49.57 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $776 Shares 18,835 Est. Cost $14.43 Unrealized +182.9%
AEE AMEREN CORPORATION 0.0%
Value ($000) $774 Shares 8,257 Est. Cost $31.41 Unrealized +147.7%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $736 Shares 14,546 Est. Cost $50.87 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $714 Shares 219 Est. Cost $109.45 Unrealized +41.2%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $706 Shares 6,195 Est. Cost $59.91 Unrealized +64.4%
PHILLIPS EDISON & CO INC 0.0%
Value ($000) $684 Shares 19,882 Est. Cost $34.40 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $619 Shares 1,385 Est. Cost $317.45 Unrealized +22.1%
ALPHABET INC CL A 0.0%
Value ($000) $615 Shares 221 Est. Cost $1348.92 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $609 Shares 8,035 Est. Cost $44.81 Unrealized +61.4%
ALPHABET INC CL C 0.0%
Value ($000) $600 Shares 215 Est. Cost $1003.94 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $579 Shares 5,841 Est. Cost $67.12 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $540 Shares 2,580 Est. Cost $105.50 Unrealized +93.1%
BRK/A BERKSHIRE HATHAWAY CL A 0.0%
Value ($000) $529 Shares 1 Est. Cost $325723.70 Unrealized +49.1%
AFL AFLAC INC 0.0%
Value ($000) $511 Shares 7,935 Est. Cost $30.65 Unrealized +86.9%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $502 Shares 1,208 Est. Cost $325.56 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $500 Shares 3,763 Est. Cost $30.25 Unrealized +301.8%
SHEL SHELL PLC ADR 0.0%
Value ($000) $498 Shares 9,075 Est. Cost $54.88 Unrealized
BLACKSTONE INC 0.0%
Value ($000) $495 Shares 3,900 Est. Cost $111.31 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $476 Shares 6,114 Est. Cost $82.77 Unrealized
FHN FIRST HORIZON CORP 0.0%
Value ($000) $473 Shares 20,142 Est. Cost $7.71 Unrealized +125.6%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $465 Shares 5,994 Est. Cost $32.33 Unrealized +136.3%
META PLATFORMS INC CL A 0.0%
Value ($000) $441 Shares 1,983 Est. Cost $139.65 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $435 Shares 5,032 Est. Cost $45.28 Unrealized +60.8%
OGE OGE ENERGY CORP 0.0%
Value ($000) $424 Shares 10,400 Est. Cost $33.00 Unrealized +14.9%
WEC ENERGY GROUP INC 0.0%
Value ($000) $412 Shares 4,126 Est. Cost $50.08 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $390 Shares 5,560 Est. Cost $32.43 Unrealized +65.2%
XLY CONSUMER DISC SELECT SECTOR SPDR 0.0%
Value ($000) $375 Shares 2,029 Est. Cost $60.26 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $372 Shares 1,363 Est. Cost $19.70 Unrealized +27.1%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $366 Shares 5,333 Est. Cost $55.84 Unrealized +13.3%
INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $365 Shares 1,006 Est. Cost $213.08 Unrealized
METLIFE INC 0.0%
Value ($000) $357 Shares 5,073 Est. Cost $42.55 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $325 Shares 1,077 Est. Cost $304.22 Unrealized -4.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $323 Shares 6,181 Est. Cost $22.48 Unrealized +65.2%
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $316 Shares 2,427 Est. Cost $78.42 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $309 Shares 3,150 Est. Cost $50.28 Unrealized +73.9%
DOW DOW INC 0.0%
Value ($000) $304 Shares 4,764 Est. Cost $42.46 Unrealized +13.7%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $300 Shares 1,383 Est. Cost $130.99 Unrealized +40.8%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $300 Shares 3,279 Est. Cost $65.27 Unrealized -10.3%
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $295 Shares 11,440 Est. Cost $21.94 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $294 Shares 1,104 Est. Cost $187.55 Unrealized +28.5%
BND VANGUARD TOTAL BOND MKT 0.0%
Value ($000) $292 Shares 3,677 Est. Cost $86.80 Unrealized
TESLA INC 0.0%
Value ($000) $289 Shares 268 Est. Cost $774.74 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $288 Shares 3,168 Est. Cost $48.80 Unrealized +76.1%
WOR WORTHINGTON INDUSTRIES INC 0.0%
Value ($000) $286 Shares 5,563 Est. Cost $17.50 Unrealized +97.4%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $284 Shares 1,792 Est. Cost $101.34 Unrealized +40.6%
IVE ISHARES S&P500 VALUE INDEX ETF 0.0%
Value ($000) $273 Shares 1,753 Est. Cost $128.65 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $266 Shares 583 Est. Cost $474.90 Unrealized +1.3%
INVESCO BULLETSHARES 2026 CORP BOND 0.0%
Value ($000) $265 Shares 13,250 Est. Cost $20.00 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $265 Shares 2,238 Est. Cost $93.44 Unrealized +22.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $265 Shares 1,940 Est. Cost $109.87 Unrealized -0.1%
WSM WILLIAMS SONOMA 0.0%
Value ($000) $261 Shares 1,800 Est. Cost $46.50 Unrealized +50.8%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $261 Shares 1,983 Est. Cost $71.59 Unrealized +85.6%
CHARTER COMMUNICATIONS (NEW) 0.0%
Value ($000) $250 Shares 459 Est. Cost $346.41 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $245 Shares 1,762 Est. Cost $63.12 Unrealized +113.5%
INVESCO BULLETSHARES 2027 CORP BOND 0.0%
Value ($000) $244 Shares 12,078 Est. Cost $20.20 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $243 Shares 5,300 Est. Cost $33.14 Unrealized +8.7%
VISA INC CLASS A SHARES 0.0%
Value ($000) $241 Shares 1,087 Est. Cost $203.14 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $231 Shares 3,007 Est. Cost $72.35 Unrealized
WFC WELLS FARGO & COMPANY 0.0%
Value ($000) $228 Shares 4,706 Est. Cost $27.52 Unrealized +76.2%
SRE SEMPRA 0.0%
Value ($000) $226 Shares 1,346 Est. Cost $63.43 Unrealized 0.0%
ALG ALAMO GROUP INC 0.0%
Value ($000) $216 Shares 1,500 Est. Cost $125.94 Unrealized +12.4%
KR KROGER CO 0.0%
Value ($000) $215 Shares 3,750 Est. Cost $27.03 Unrealized +68.9%
MARATHON PETROLEUM CORP 0.0%
Value ($000) $209 Shares 2,440 Est. Cost $85.66 Unrealized
ANTS SOFTWARE INC 0.0%
Value ($000) $0 Shares 46,666 Est. Cost Unrealized