VAUGHAN DAVID INVESTMENTS LLC/IL Diversified Active

CIK: 0001063571 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $2,985,378 (100.0% shares, 0.0% debt)

Holdings (191)

MSFT MICROSOFT CORP 2.6%
Value ($000) $77,854 Shares 334,281 Est. Cost $22.75 Unrealized +1029.4%
UNH UNITEDHEALTH GROUP 2.5%
Value ($000) $73,262 Shares 145,062 Est. Cost $46.96 Unrealized +954.3%
DE DEERE & CO 2.0%
Value ($000) $58,413 Shares 174,948 Est. Cost $72.27 Unrealized +351.8%
COP CONOCOPHILLIPS 1.8%
Value ($000) $52,568 Shares 513,657 Est. Cost $37.77 Unrealized +133.5%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $47,968 Shares 293,633 Est. Cost $60.29 Unrealized +153.6%
NEXTERA ENERGY INC 1.6%
Value ($000) $47,568 Shares 606,656 Est. Cost $77.87 Unrealized
ABBVIE INC 1.6%
Value ($000) $47,534 Shares 354,177 Est. Cost $80.90 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $42,941 Shares 263,024 Est. Cost $58.72 Unrealized +163.0%
TXN TEXAS INSTRUMENTS INC 1.4%
Value ($000) $42,685 Shares 275,778 Est. Cost $23.77 Unrealized +537.9%
CVX CHEVRON CORPORATION 1.4%
Value ($000) $42,561 Shares 296,242 Est. Cost $71.27 Unrealized +86.4%
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $40,809 Shares 421,759 Est. Cost $37.25 Unrealized +168.5%
GPC GENUINE PARTS CO 1.3%
Value ($000) $40,302 Shares 269,906 Est. Cost $56.61 Unrealized +142.7%
BMY BRISTOL MYERS SQUIBB CO 1.3%
Value ($000) $39,771 Shares 559,450 Est. Cost $38.39 Unrealized +62.3%
AMGN AMGEN INC 1.3%
Value ($000) $39,468 Shares 175,103 Est. Cost $68.90 Unrealized +216.2%
QCOM QUALCOMM INC 1.3%
Value ($000) $39,237 Shares 347,288 Est. Cost $48.47 Unrealized +162.1%
TARGET CORP 1.3%
Value ($000) $39,112 Shares 263,574 Est. Cost $238.90 Unrealized
CI CIGNA CORP NEW 1.3%
Value ($000) $38,847 Shares 140,004 Est. Cost $203.02 Unrealized +30.4%
HON HONEYWELL INTERNATL INC 1.3%
Value ($000) $38,711 Shares 231,842 Est. Cost $53.21 Unrealized +204.8%
JPM JP MORGAN CHASE & CO 1.3%
Value ($000) $38,644 Shares 369,797 Est. Cost $38.35 Unrealized +175.4%
MRSH MARSH & MCLENNAN COS 1.3%
Value ($000) $38,618 Shares 258,680 Est. Cost $33.73 Unrealized +351.7%
BAH BOOZ ALLEN HAMILTON HOLDING CORP 1.3%
Value ($000) $37,806 Shares 409,375 Est. Cost $76.46 Unrealized +16.0%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $37,562 Shares 939,052 Est. Cost $15.05 Unrealized +166.0%
GIS GENERAL MILLS INC 1.2%
Value ($000) $37,125 Shares 484,594 Est. Cost $30.91 Unrealized +119.3%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $36,886 Shares 513,226 Est. Cost $42.32 Unrealized +56.4%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $36,712 Shares 290,792 Est. Cost $55.93 Unrealized +133.5%
XEL XCEL ENERGY 1.2%
Value ($000) $36,356 Shares 568,055 Est. Cost $23.55 Unrealized +175.4%
ORCL ORACLE CORP 1.2%
Value ($000) $35,610 Shares 583,102 Est. Cost $30.59 Unrealized +129.3%
AEP AMERICAN ELECTRIC POWER 1.2%
Value ($000) $35,282 Shares 408,116 Est. Cost $38.13 Unrealized +128.5%
SO SOUTHERN CO 1.2%
Value ($000) $35,180 Shares 517,358 Est. Cost $28.40 Unrealized +135.7%
S&P GLOBAL INC 1.2%
Value ($000) $35,011 Shares 114,657 Est. Cost $112.28 Unrealized
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $34,794 Shares 257,906 Est. Cost $58.35 Unrealized +148.4%
DISCOVER FINANCIAL SERVICES 1.2%
Value ($000) $34,534 Shares 379,829 Est. Cost $53.03 Unrealized
FE FIRSTENERGY CORP 1.1%
Value ($000) $34,295 Shares 926,888 Est. Cost $25.06 Unrealized +37.2%
LNT ALLIANT ENERGY CORP 1.1%
Value ($000) $33,875 Shares 639,279 Est. Cost $25.68 Unrealized +109.7%
CVS CVS HEALTH CORP 1.1%
Value ($000) $33,497 Shares 351,237 Est. Cost $65.74 Unrealized +33.3%
PNC PNC FINANCIAL SERVICES GROUP 1.1%
Value ($000) $33,202 Shares 222,207 Est. Cost $54.41 Unrealized +161.0%
ALL ALLSTATE CORP 1.1%
Value ($000) $32,913 Shares 264,299 Est. Cost $42.53 Unrealized +169.4%
EVERGY INC 1.1%
Value ($000) $32,840 Shares 552,867 Est. Cost $57.48 Unrealized
KO COCA COLA CO 1.1%
Value ($000) $32,695 Shares 583,631 Est. Cost $29.65 Unrealized +89.0%
HD HOME DEPOT INC 1.1%
Value ($000) $32,087 Shares 116,283 Est. Cost $185.23 Unrealized +46.1%
EVERSOURCE ENERGY 1.1%
Value ($000) $31,690 Shares 406,496 Est. Cost $53.59 Unrealized
BROADCOM INC 1.1%
Value ($000) $31,418 Shares 70,759 Est. Cost $479.69 Unrealized
MERCK AND CO INC NEW 1.1%
Value ($000) $31,371 Shares 364,272 Est. Cost $74.97 Unrealized
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $31,290 Shares 81,001 Est. Cost $312.65 Unrealized +21.8%
ACCENTURE PLC-CL A 1.0%
Value ($000) $31,061 Shares 120,718 Est. Cost $221.34 Unrealized
RF REGIONS FINANCIAL CORP 1.0%
Value ($000) $30,953 Shares 1,542,236 Est. Cost $16.31 Unrealized +11.2%
DUKE ENERGY HOLDING CORP 1.0%
Value ($000) $30,363 Shares 326,415 Est. Cost $77.39 Unrealized
ETR ENTERGY CORP 1.0%
Value ($000) $30,016 Shares 298,277 Est. Cost $43.75 Unrealized +15.8%
VERIZON COMMUNICATIONS 1.0%
Value ($000) $29,776 Shares 784,196 Est. Cost $49.45 Unrealized
ENBRIDGE INC 1.0%
Value ($000) $29,674 Shares 799,834 Est. Cost $39.34 Unrealized
BLACKROCK INC 1.0%
Value ($000) $29,031 Shares 52,757 Est. Cost $341.64 Unrealized
TRUIST FINANCIAL CORP 1.0%
Value ($000) $28,782 Shares 661,040 Est. Cost $52.98 Unrealized
D DOMINION ENERGY INC 1.0%
Value ($000) $28,643 Shares 414,462 Est. Cost $43.86 Unrealized +55.8%
EXC EXELON CORPORATION 1.0%
Value ($000) $28,516 Shares 761,238 Est. Cost $26.75 Unrealized +46.0%
DTE DTE ENERGY COMPANY 1.0%
Value ($000) $28,370 Shares 246,592 Est. Cost $52.02 Unrealized +120.7%
WMB WILLIAMS COS INC 0.9%
Value ($000) $27,411 Shares 957,425 Est. Cost $17.01 Unrealized +64.0%
SBUX STARBUCKS CORP 0.9%
Value ($000) $27,386 Shares 325,019 Est. Cost $70.53 Unrealized +11.1%
LECO LINCOLN ELECTRIC HOLDINGS INC 0.9%
Value ($000) $27,379 Shares 217,780 Est. Cost $131.15 Unrealized +2.9%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $27,275 Shares 497,440 Est. Cost $47.86 Unrealized +18.3%
AMDOCS LTD 0.9%
Value ($000) $27,122 Shares 341,374 Est. Cost $71.92 Unrealized
ACTIVISION BLIZZARD INC 0.9%
Value ($000) $26,919 Shares 362,105 Est. Cost $67.45 Unrealized
BP BP PLC-SPONS ADR 0.9%
Value ($000) $26,822 Shares 939,478 Est. Cost $24.78 Unrealized
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $26,747 Shares 237,667 Est. Cost $69.49 Unrealized +64.5%
DIS THE WALT DISNEY CO 0.9%
Value ($000) $26,681 Shares 282,847 Est. Cost $57.19 Unrealized +82.8%
EOG EOG RESOURCES INC 0.9%
Value ($000) $26,517 Shares 237,329 Est. Cost $97.66 Unrealized 0.0%
ETN EATON CORPORATION PLC F 0.9%
Value ($000) $26,432 Shares 198,197 Est. Cost $133.40 Unrealized 0.0%
OMC OMNICOM GROUP 0.9%
Value ($000) $26,185 Shares 415,046 Est. Cost $49.27 Unrealized +22.4%
PPG PPG INDUSTRIES INC 0.9%
Value ($000) $25,732 Shares 232,469 Est. Cost $80.11 Unrealized +43.4%
CONSTELLATION BRANDS INC 0.8%
Value ($000) $25,297 Shares 110,140 Est. Cost $245.75 Unrealized
PM PHILIP MORRIS INTL 0.8%
Value ($000) $25,184 Shares 303,391 Est. Cost $53.95 Unrealized +50.0%
APOLLO GLOBAL MANAGEMENT LLC 0.8%
Value ($000) $24,973 Shares 537,050 Est. Cost $71.01 Unrealized
USB US BANCORP 0.8%
Value ($000) $24,840 Shares 616,079 Est. Cost $25.38 Unrealized +54.6%
EMN EASTMAN CHEMICAL COMPANY 0.8%
Value ($000) $24,015 Shares 338,003 Est. Cost $63.65 Unrealized +23.5%
ICE INTERCONTINENTIAL EXCHANGE INC 0.8%
Value ($000) $23,941 Shares 264,985 Est. Cost $120.37 Unrealized -20.4%
T AT&T INC 0.8%
Value ($000) $23,732 Shares 1,547,098 Est. Cost $12.99 Unrealized +16.1%
LAM RESEARCH CORP 0.8%
Value ($000) $23,524 Shares 64,272 Est. Cost $424.15 Unrealized
MEDTRONIC PLC 0.8%
Value ($000) $22,572 Shares 279,532 Est. Cost $95.36 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.7%
Value ($000) $21,676 Shares 286,827 Est. Cost $85.24 Unrealized 0.0%
SCHD SCHWAB US DVD EQUITY ETF 0.7%
Value ($000) $20,558 Shares 309,467 Est. Cost $59.86 Unrealized
CMCSA COMCAST CORP CLASS A 0.6%
Value ($000) $19,188 Shares 654,219 Est. Cost $37.02 Unrealized -9.0%
PII POLARIS INDUSTRIES INC 0.6%
Value ($000) $19,006 Shares 198,703 Est. Cost $129.36 Unrealized -13.3%
ISHARES CORE DIVIDEND GROWTH ETF 0.6%
Value ($000) $18,741 Shares 421,421 Est. Cost $42.92 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $18,549 Shares 113,050 Est. Cost $136.31 Unrealized +26.3%
CONSTELLATION ENERGY CORP 0.6%
Value ($000) $17,932 Shares 215,552 Est. Cost $56.25 Unrealized
SWK STANLEY BLACK & DECKER INC. 0.6%
Value ($000) $16,532 Shares 219,809 Est. Cost $102.71 Unrealized -18.2%
RLI RLI CORP 0.5%
Value ($000) $15,958 Shares 155,870 Est. Cost $27.41 Unrealized +75.2%
INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $11,348 Shares 89,157 Est. Cost $150.56 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.3%
Value ($000) $9,188 Shares 140,246 Est. Cost $60.56 Unrealized
INVESCO BULLETSHARES 2023 CORP BOND 0.3%
Value ($000) $8,749 Shares 419,228 Est. Cost $21.48 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.3%
Value ($000) $8,541 Shares 37,760 Est. Cost $147.79 Unrealized +48.2%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $8,414 Shares 39,656 Est. Cost $57.23 Unrealized +268.5%
INVESCO BULLETSHARES 2024 CORP BOND 0.3%
Value ($000) $7,960 Shares 390,386 Est. Cost $21.57 Unrealized
DT MIDSTREAM INC 0.2%
Value ($000) $6,245 Shares 120,352 Est. Cost $46.42 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $6,048 Shares 100,000 Est. Cost $18.67 Unrealized +229.6%
INVESCO BULLETSHARES 2022 CORP BOND 0.2%
Value ($000) $5,998 Shares 283,211 Est. Cost $21.54 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $5,330 Shares 25,425 Est. Cost $132.39 Unrealized +68.3%
AAPL APPLE INC 0.2%
Value ($000) $4,949 Shares 35,810 Est. Cost $94.99 Unrealized +62.4%
INTC INTEL CORPORATION 0.2%
Value ($000) $4,731 Shares 183,573 Est. Cost $16.07 Unrealized +101.1%
ENERGY SELECT SECTOR SPDR 0.2%
Value ($000) $4,632 Shares 64,322 Est. Cost $55.71 Unrealized
INVESCO BULLETSHARES 2025 CORP BOND 0.1%
Value ($000) $4,457 Shares 223,451 Est. Cost $20.62 Unrealized
EXXON MOBIL CORPORATION 0.1%
Value ($000) $4,166 Shares 47,714 Est. Cost $83.69 Unrealized
UPS UNITED PARCEL SERVICE B 0.1%
Value ($000) $4,131 Shares 25,573 Est. Cost $57.71 Unrealized +178.1%
FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $4,007 Shares 131,998 Est. Cost $31.43 Unrealized
HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $3,845 Shares 31,750 Est. Cost $121.10 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $3,687 Shares 44,254 Est. Cost $32.61 Unrealized +172.4%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $3,013 Shares 42,282 Est. Cost $49.76 Unrealized +55.6%
INVESCO BULLETSHARES 2026 CORP BOND 0.1%
Value ($000) $2,864 Shares 153,671 Est. Cost $19.01 Unrealized
3M COMPANY 0.1%
Value ($000) $2,121 Shares 19,192 Est. Cost $175.85 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $2,095 Shares 24,434 Est. Cost $36.24 Unrealized +136.9%
POR PORTLAND GENERAL ELECTRIC CO 0.1%
Value ($000) $1,832 Shares 42,147 Est. Cost $19.66 Unrealized +123.2%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $1,766 Shares 6,615 Est. Cost $173.48 Unrealized +64.0%
COMMUNICATION SERV SEL SEC SPDR ETF 0.1%
Value ($000) $1,706 Shares 35,626 Est. Cost $64.96 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $1,611 Shares 13,561 Est. Cost $112.38 Unrealized +2.9%
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $1,327 Shares 5,753 Est. Cost $78.97 Unrealized +199.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1,283 Shares 111,561 Est. Cost $18.55 Unrealized -26.7%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $1,192 Shares 18,022 Est. Cost $31.09 Unrealized +80.9%
WMT WALMART INC 0.0%
Value ($000) $1,161 Shares 8,951 Est. Cost $25.31 Unrealized +65.9%
BA BOEING CO 0.0%
Value ($000) $1,118 Shares 9,236 Est. Cost $108.00 Unrealized +42.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $1,098 Shares 3,396 Est. Cost $80.38 Unrealized +283.3%
PFE PFIZER INC 0.0%
Value ($000) $1,096 Shares 25,048 Est. Cost $19.55 Unrealized +106.7%
SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $1,081 Shares 3,027 Est. Cost $328.51 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,055 Shares 39,600 Est. Cost $22.79 Unrealized +29.9%
TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,047 Shares 6,831 Est. Cost $84.60 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $1,047 Shares 5,573 Est. Cost $42.38 Unrealized +330.3%
TC ENERGY CORP 0.0%
Value ($000) $1,028 Shares 25,511 Est. Cost $48.75 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $932 Shares 1,973 Est. Cost $172.67 Unrealized +188.5%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $915 Shares 4,696 Est. Cost $83.44 Unrealized +144.8%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $907 Shares 23,537 Est. Cost $33.15 Unrealized +16.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $841 Shares 6,221 Est. Cost $107.12 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $827 Shares 4,083 Est. Cost $156.61 Unrealized +29.6%
SPDR GOLD TRUST 0.0%
Value ($000) $818 Shares 5,286 Est. Cost $158.25 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $679 Shares 5,375 Est. Cost $54.44 Unrealized +106.1%
T ROWE PRICE ASSOCIATES 0.0%
Value ($000) $677 Shares 6,443 Est. Cost $76.76 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $661 Shares 1,405 Est. Cost $319.10 Unrealized +41.2%
INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $659 Shares 7,952 Est. Cost $49.57 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $649 Shares 8,060 Est. Cost $31.41 Unrealized +161.6%
TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $637 Shares 5,362 Est. Cost $127.10 Unrealized
VANGUARD SHORT-TERM CORPORATE ETF 0.0%
Value ($000) $637 Shares 8,572 Est. Cost $78.58 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $636 Shares 5,180 Est. Cost $91.25 Unrealized +35.1%
ALPHABET INC CL C 0.0%
Value ($000) $636 Shares 6,610 Est. Cost $125.74 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $616 Shares 5,301 Est. Cost $69.57 Unrealized +57.9%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $600 Shares 13,243 Est. Cost $50.87 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $571 Shares 18,920 Est. Cost $14.62 Unrealized +109.2%
PHILLIPS EDISON & CO INC 0.0%
Value ($000) $558 Shares 19,882 Est. Cost $34.40 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $551 Shares 4,873 Est. Cost $124.47 Unrealized +1.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $547 Shares 7,785 Est. Cost $44.81 Unrealized +61.7%
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $511 Shares 6,238 Est. Cost $68.28 Unrealized
FHN FIRST HORIZON CORP 0.0%
Value ($000) $461 Shares 20,142 Est. Cost $7.71 Unrealized +160.3%
AFL AFLAC INC 0.0%
Value ($000) $453 Shares 8,060 Est. Cost $31.25 Unrealized +74.6%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $449 Shares 2,485 Est. Cost $105.50 Unrealized +72.2%
ALPHABET INC CL A 0.0%
Value ($000) $442 Shares 4,620 Est. Cost $158.78 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $429 Shares 1,306 Est. Cost $325.78 Unrealized
BRK/A BERKSHIRE HATHAWAY CL A 0.0%
Value ($000) $406 Shares 1 Est. Cost $325723.70 Unrealized +31.4%
SHEL SHELL PLC ADR 0.0%
Value ($000) $399 Shares 8,010 Est. Cost $54.88 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $392 Shares 4,856 Est. Cost $45.28 Unrealized +66.5%
OGE OGE ENERGY CORP 0.0%
Value ($000) $379 Shares 10,400 Est. Cost $33.00 Unrealized +22.3%
META PLATFORMS INC CL A 0.0%
Value ($000) $347 Shares 2,558 Est. Cost $139.08 Unrealized
BLACKSTONE INC 0.0%
Value ($000) $328 Shares 3,917 Est. Cost $111.31 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $325 Shares 4,147 Est. Cost $79.33 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $317 Shares 5,877 Est. Cost $32.33 Unrealized +71.1%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $315 Shares 5,560 Est. Cost $32.43 Unrealized +74.9%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $305 Shares 1,383 Est. Cost $130.99 Unrealized +56.7%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $303 Shares 15,847 Est. Cost $19.12 Unrealized
INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $301 Shares 1,125 Est. Cost $219.37 Unrealized
VISA INC CLASS A SHARES 0.0%
Value ($000) $298 Shares 1,677 Est. Cost $194.33 Unrealized
O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $297 Shares 422 Est. Cost $703.79 Unrealized
PRIMERICA INC 0.0%
Value ($000) $281 Shares 2,280 Est. Cost $134.64 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $277 Shares 4,500 Est. Cost $55.84 Unrealized +23.5%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $273 Shares 1,703 Est. Cost $101.34 Unrealized +54.4%
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $272 Shares 11,440 Est. Cost $21.99 Unrealized
IVE ISHARES S&P500 VALUE INDEX ETF 0.0%
Value ($000) $270 Shares 2,098 Est. Cost $130.16 Unrealized
WEC ENERGY GROUP INC 0.0%
Value ($000) $269 Shares 3,003 Est. Cost $50.08 Unrealized
METLIFE INC 0.0%
Value ($000) $267 Shares 4,389 Est. Cost $42.55 Unrealized
MASTERCARD INC 0.0%
Value ($000) $265 Shares 933 Est. Cost $284.03 Unrealized
NSRGY NESTLE SA SPONSORED ADR 0.0%
Value ($000) $261 Shares 2,427 Est. Cost $78.42 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $248 Shares 6,151 Est. Cost $22.48 Unrealized +47.1%
YUM YUM! BRANDS INC 0.0%
Value ($000) $238 Shares 2,238 Est. Cost $93.44 Unrealized +16.4%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $231 Shares 3,150 Est. Cost $50.28 Unrealized +54.4%
TESLA INC 0.0%
Value ($000) $224 Shares 846 Est. Cost $264.78 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $223 Shares 1,003 Est. Cost $187.55 Unrealized +25.0%
DOW DOW INC 0.0%
Value ($000) $221 Shares 5,042 Est. Cost $42.40 Unrealized -2.2%
XLY CONSUMER DISC SELECT SECTOR SPDR 0.0%
Value ($000) $218 Shares 1,529 Est. Cost $60.26 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $218 Shares 1,940 Est. Cost $109.87 Unrealized +2.0%
DHR DANAHER CORP 0.0%
Value ($000) $213 Shares 823 Est. Cost $240.69 Unrealized 0.0%
WSM WILLIAMS SONOMA 0.0%
Value ($000) $212 Shares 1,800 Est. Cost $66.48 Unrealized 0.0%
WOR WORTHINGTON INDUSTRIES INC 0.0%
Value ($000) $212 Shares 5,563 Est. Cost $17.50 Unrealized +74.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $207 Shares 1,000 Est. Cost $206.00 Unrealized
SRE SEMPRA 0.0%
Value ($000) $202 Shares 1,346 Est. Cost $63.43 Unrealized +14.3%
VERU INC 0.0%
Value ($000) $173 Shares 15,000 Est. Cost $11.33 Unrealized
ATI PHYSICAL THERAPY INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
ANTS SOFTWARE INC 0.0%
Value ($000) $0 Shares 46,666 Est. Cost Unrealized