NORTHEAST INVESTMENT MANAGEMENT Diversified Active

CIK: 0001082215 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 7, 2022

Total Value ($000): $2,050,683 (100.0% shares, 0.0% debt)

Holdings (206)

AAPL APPLE INC 7.2%
Value ($000) $148,332 Shares 835,341 Est. Cost $85.67 Unrealized +80.6%
AMZN AMAZON.COM INC 4.7%
Value ($000) $96,216 Shares 28,856 Est. Cost $42.33 Unrealized +304.3%
GOOGL ALPHABET INC CL A 4.4%
Value ($000) $89,209 Shares 30,793 Est. Cost $38.86 Unrealized +267.8%
MSFT MICROSOFT CORP 4.2%
Value ($000) $86,949 Shares 258,530 Est. Cost $62.55 Unrealized +401.0%
TMO THERMO FISHER SCIENTIFIC INC 3.3%
Value ($000) $67,377 Shares 100,979 Est. Cost $146.42 Unrealized +321.6%
DHR DANAHER CORP 3.2%
Value ($000) $65,157 Shares 198,039 Est. Cost $41.83 Unrealized +545.7%
V VISA INC CL A 3.1%
Value ($000) $63,923 Shares 294,970 Est. Cost $55.99 Unrealized +271.7%
COST COSTCO WHOLESALE CORP 2.9%
Value ($000) $59,368 Shares 104,577 Est. Cost $124.13 Unrealized +293.2%
META META PLATFORMS 2.9%
Value ($000) $58,605 Shares 174,237 Est. Cost $70.91 Unrealized +365.0%
AMT AMERICAN TOWER CORP 2.8%
Value ($000) $57,784 Shares 197,552 Est. Cost $79.18 Unrealized +202.5%
UNP UNION PACIFIC CORP 2.8%
Value ($000) $56,611 Shares 224,709 Est. Cost $66.58 Unrealized +222.9%
NVDA NVIDIA CORP 2.8%
Value ($000) $56,504 Shares 192,120 Est. Cost $16.71 Unrealized +64.4%
ACN ACCENTURE PLC IRELAND CLASS A 2.7%
Value ($000) $54,791 Shares 132,171 Est. Cost $128.69 Unrealized +166.8%
LOW LOWES COS INC 2.4%
Value ($000) $48,486 Shares 187,581 Est. Cost $39.85 Unrealized +451.5%
BRK/B BERKSHIRE HATHAWAY INC CL B 2.2%
Value ($000) $44,363 Shares 148,370 Est. Cost $155.03 Unrealized +84.7%
DIS DISNEY WALT CO 2.1%
Value ($000) $43,267 Shares 279,341 Est. Cost $57.71 Unrealized +173.4%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $42,009 Shares 449,967 Est. Cost $58.93 Unrealized +31.3%
HON HONEYWELL INTL INC 1.9%
Value ($000) $39,147 Shares 187,747 Est. Cost $59.16 Unrealized +212.8%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $38,186 Shares 223,218 Est. Cost $64.91 Unrealized +123.5%
NKE NIKE INC CL B 1.7%
Value ($000) $35,804 Shares 214,817 Est. Cost $42.57 Unrealized +263.0%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $33,941 Shares 214,343 Est. Cost $67.26 Unrealized +119.8%
PYPL PAYPAL HOLDINGS INC 1.6%
Value ($000) $32,706 Shares 173,434 Est. Cost $110.57 Unrealized +95.2%
FRCB FIRST REPUBLIC BANK 1.5%
Value ($000) $29,859 Shares 144,587 Est. Cost $69.45 Unrealized +200.9%
ISRG INTUITIVE SURGICAL INC 1.4%
Value ($000) $29,174 Shares 81,196 Est. Cost $276.79 Unrealized +24.3%
MCD MCDONALDS CORP 1.4%
Value ($000) $28,359 Shares 105,789 Est. Cost $78.14 Unrealized +193.8%
TROW T ROWE PRICE GROUP INC 1.4%
Value ($000) $28,289 Shares 143,864 Est. Cost $81.26 Unrealized +107.5%
ABBNY ABB LTD SP ADR 1.3%
Value ($000) $27,309 Shares 715,466 Est. Cost $24.05 Unrealized
CVS CVS HEALTH CORP 1.3%
Value ($000) $27,182 Shares 263,495 Est. Cost $46.68 Unrealized +72.4%
VOO VANGUARD S&P 500 ETF 1.3%
Value ($000) $25,803 Shares 59,103 Est. Cost $232.18 Unrealized
BX BLACKSTONE INC COM 1.1%
Value ($000) $23,135 Shares 178,804 Est. Cost $55.11 Unrealized +110.7%
GOOG ALPHABET INC CL C 1.0%
Value ($000) $20,942 Shares 7,237 Est. Cost $37.10 Unrealized +286.6%
ECL ECOLAB INC 1.0%
Value ($000) $20,919 Shares 89,172 Est. Cost $156.40 Unrealized +37.8%
BLACKROCK INC 1.0%
Value ($000) $20,305 Shares 22,178 Est. Cost $371.48 Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $18,563 Shares 131,898 Est. Cost $46.94 Unrealized +152.9%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $17,887 Shares 109,348 Est. Cost $61.90 Unrealized +116.7%
PEP PEPSICO INC 0.9%
Value ($000) $17,596 Shares 101,295 Est. Cost $60.37 Unrealized +137.6%
PFE PFIZER INC 0.8%
Value ($000) $17,228 Shares 291,751 Est. Cost $25.70 Unrealized +56.6%
AKAM AKAMAI TECHNOLOGIES INC 0.8%
Value ($000) $16,764 Shares 143,233 Est. Cost $57.26 Unrealized +92.1%
ASML ASML HOLDING NV 0.8%
Value ($000) $16,633 Shares 20,892 Est. Cost $644.85 Unrealized
CLX CLOROX CO 0.8%
Value ($000) $15,982 Shares 91,659 Est. Cost $75.06 Unrealized +94.0%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $14,825 Shares 38,753 Est. Cost $140.92 Unrealized +153.0%
WMT WALMART INC 0.7%
Value ($000) $14,189 Shares 98,065 Est. Cost $33.45 Unrealized +35.1%
UPS UNITED PARCEL SERVICE INC CL B 0.5%
Value ($000) $11,142 Shares 51,982 Est. Cost $59.81 Unrealized +181.8%
CVX CHEVRON CORP 0.5%
Value ($000) $10,533 Shares 89,760 Est. Cost $73.37 Unrealized +31.0%
VIG VANGUARD DIV APPREC ETF 0.5%
Value ($000) $10,379 Shares 60,431 Est. Cost $108.31 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $9,984 Shares 163,162 Est. Cost $53.41 Unrealized +0.9%
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $9,306 Shares 90,793 Est. Cost $46.52 Unrealized +85.6%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $9,292 Shares 208,845 Est. Cost $19.57 Unrealized +109.6%
DE DEERE & CO 0.4%
Value ($000) $8,986 Shares 26,207 Est. Cost $249.77 Unrealized +31.6%
VB VANGUARD SMALL CAP ETF 0.4%
Value ($000) $7,694 Shares 34,041 Est. Cost $113.60 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $7,266 Shares 20,222 Est. Cost $140.39 Unrealized +140.6%
VO VANGUARD MID CAP ETF 0.3%
Value ($000) $6,920 Shares 27,163 Est. Cost $119.51 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $6,705 Shares 16,155 Est. Cost $87.63 Unrealized +291.6%
SVB FINANCIAL GROUP 0.3%
Value ($000) $6,453 Shares 9,514 Est. Cost $643.17 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $6,267 Shares 9,654 Est. Cost $112.80 Unrealized +16.4%
TSLA TESLA INC 0.3%
Value ($000) $5,824 Shares 5,511 Est. Cost $141.20 Unrealized +137.5%
EL ESTEE LAUDER COS INC CL A 0.3%
Value ($000) $5,597 Shares 15,118 Est. Cost $227.89 Unrealized +39.4%
MMM 3M CO 0.3%
Value ($000) $5,265 Shares 29,641 Est. Cost $68.93 Unrealized +84.7%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $5,200 Shares 60,937 Est. Cost $47.10 Unrealized +50.6%
TGT TARGET CORP 0.3%
Value ($000) $5,133 Shares 22,179 Est. Cost $161.44 Unrealized +32.7%
MRK MERCK & CO INC 0.2%
Value ($000) $4,861 Shares 63,430 Est. Cost $52.81 Unrealized +32.4%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $4,853 Shares 73,184 Est. Cost $29.11 Unrealized +90.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $4,758 Shares 15,637 Est. Cost $128.80 Unrealized +104.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $4,745 Shares 13,351 Est. Cost $280.61 Unrealized +10.1%
AMCOR PLC 0.2%
Value ($000) $4,729 Shares 393,750 Est. Cost $8.54 Unrealized +17.1%
ETSY ETSY INC 0.2%
Value ($000) $4,480 Shares 20,463 Est. Cost $150.61 Unrealized +59.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $4,236 Shares 20,489 Est. Cost $92.00 Unrealized +102.9%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $4,011 Shares 63,292 Est. Cost $32.99 Unrealized +53.0%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $3,759 Shares 10,674 Est. Cost $215.08 Unrealized +44.7%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $3,726 Shares 51,140 Est. Cost $31.73 Unrealized +105.9%
EXAS EXACT SCIENCES CORP 0.2%
Value ($000) $3,669 Shares 47,136 Est. Cost $85.41 Unrealized +3.3%
VWO VANGUARD FTSE EMERG MKT ETF 0.2%
Value ($000) $3,486 Shares 70,481 Est. Cost $40.36 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $3,463 Shares 35,282 Est. Cost $64.03 Unrealized +35.5%
USB US BANCORP DEL 0.1%
Value ($000) $2,817 Shares 50,143 Est. Cost $22.45 Unrealized +117.6%
KO COCA-COLA CO 0.1%
Value ($000) $2,722 Shares 45,979 Est. Cost $30.58 Unrealized +60.8%
NVS NOVARTIS AG SP ADR 0.1%
Value ($000) $2,721 Shares 31,106 Est. Cost $72.00 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $2,700 Shares 9,776 Est. Cost $44.89 Unrealized +443.2%
EEM ISHARES MSCI EMERG MKT ETF 0.1%
Value ($000) $2,694 Shares 55,147 Est. Cost $38.52 Unrealized
TDOC TELADOC INC 0.1%
Value ($000) $2,678 Shares 29,164 Est. Cost $79.96 Unrealized +49.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $2,650 Shares 50,996 Est. Cost $35.65 Unrealized +13.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,472 Shares 28,721 Est. Cost $54.61 Unrealized +45.3%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $2,385 Shares 5,000 Est. Cost $264.64 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $2,320 Shares 9,407 Est. Cost $93.25 Unrealized +122.3%
VSGX VANGUARD ESG INTL STOCK ETF 0.1%
Value ($000) $2,302 Shares 37,109 Est. Cost $61.27 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $2,242 Shares 24,111 Est. Cost $42.70 Unrealized +102.6%
CAMBRIDGE BANCORP 0.1%
Value ($000) $2,227 Shares 23,795 Est. Cost $79.87 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $2,180 Shares 16,103 Est. Cost $52.68 Unrealized +93.1%
STT STATE STREET CORP 0.1%
Value ($000) $2,177 Shares 23,405 Est. Cost $81.94 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $2,105 Shares 40,878 Est. Cost $25.86 Unrealized +82.9%
VEU VANGUARD ALL WORLD EX-US ETF 0.1%
Value ($000) $2,063 Shares 33,670 Est. Cost $45.52 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $2,060 Shares 8,112 Est. Cost $73.06 Unrealized +300.2%
ESGV VANGUARD ESG US STOCK ETF 0.1%
Value ($000) $1,792 Shares 20,386 Est. Cost $72.13 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $1,718 Shares 11,282 Est. Cost $148.75 Unrealized +53.3%
VTIP VANGUARD SHORT TERM INFL PROT 0.1%
Value ($000) $1,562 Shares 30,392 Est. Cost $50.37 Unrealized
UNILEVER PLC SP ADR 0.1%
Value ($000) $1,509 Shares 28,060 Est. Cost $60.35 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,495 Shares 12,779 Est. Cost $58.83 Unrealized +73.7%
AMGN AMGEN INC 0.1%
Value ($000) $1,452 Shares 6,454 Est. Cost $137.23 Unrealized +34.9%
SYY SYSCO CORP 0.1%
Value ($000) $1,415 Shares 18,019 Est. Cost $33.08 Unrealized +107.9%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,377 Shares 17,496 Est. Cost $57.95 Unrealized
MGK VANGUARD MEGA GROWTH IND 0.1%
Value ($000) $1,292 Shares 4,955 Est. Cost $178.58 Unrealized
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $1,269 Shares 25,205 Est. Cost $37.20 Unrealized +24.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,239 Shares 10,683 Est. Cost $78.99 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $1,204 Shares 7,456 Est. Cost $124.71 Unrealized +73.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,178 Shares 6,444 Est. Cost $76.71 Unrealized +90.4%
NUE NUCOR CORP 0.1%
Value ($000) $1,096 Shares 9,600 Est. Cost $45.31 Unrealized +126.3%
FAST FASTENAL CO 0.1%
Value ($000) $1,076 Shares 16,800 Est. Cost $13.93 Unrealized +91.4%
VEA VANGUARD FTSE DEV MKT ETF 0.0%
Value ($000) $1,024 Shares 20,053 Est. Cost $43.48 Unrealized
T AT&T INC 0.0%
Value ($000) $1,016 Shares 41,307 Est. Cost $14.94 Unrealized -1.9%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $994 Shares 2,092 Est. Cost $252.87 Unrealized
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $969 Shares 7,250 Est. Cost $105.51 Unrealized +0.9%
GIS GENERAL MILLS INC 0.0%
Value ($000) $962 Shares 14,282 Est. Cost $35.73 Unrealized +54.7%
WY WEYERHAEUSER CO 0.0%
Value ($000) $955 Shares 23,200 Est. Cost $20.30 Unrealized +57.5%
NFLX NETFLIX INC 0.0%
Value ($000) $941 Shares 1,562 Est. Cost $38.77 Unrealized +64.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $932 Shares 6,522 Est. Cost $87.03 Unrealized +32.4%
BSV VANGUARD SHORT TERM BOND 0.0%
Value ($000) $863 Shares 10,673 Est. Cost $80.86 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $847 Shares 13,577 Est. Cost $43.18 Unrealized +14.0%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $801 Shares 472 Est. Cost $253.56 Unrealized +496.2%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $775 Shares 5,145 Est. Cost $111.92 Unrealized +15.8%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $757 Shares 1,150 Est. Cost $54.76 Unrealized +1046.4%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $756 Shares 2,538 Est. Cost $173.20 Unrealized +47.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $720 Shares 1,810 Est. Cost $189.77 Unrealized
WFC WELLS FARGO CO 0.0%
Value ($000) $709 Shares 14,785 Est. Cost $32.48 Unrealized +36.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $704 Shares 23,507 Est. Cost $37.13 Unrealized -22.7%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $670 Shares 3,643 Est. Cost $151.82 Unrealized +54.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $669 Shares 1,332 Est. Cost $282.15 Unrealized +49.6%
ORCL ORACLE CORP 0.0%
Value ($000) $661 Shares 7,585 Est. Cost $28.16 Unrealized +215.7%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $629 Shares 9,220 Est. Cost $65.66 Unrealized
GLW CORNING INC 0.0%
Value ($000) $578 Shares 15,529 Est. Cost $15.85 Unrealized +110.3%
VCSH VANGUARD SHORT TERM CORP BOND 0.0%
Value ($000) $575 Shares 7,070 Est. Cost $82.13 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $572 Shares 4,659 Est. Cost $72.18 Unrealized +61.8%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $563 Shares 1,046 Est. Cost $200.04 Unrealized +158.8%
W WAYFAIR INC CL A 0.0%
Value ($000) $561 Shares 2,952 Est. Cost $64.05 Unrealized +268.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $516 Shares 3,585 Est. Cost $74.25 Unrealized +81.0%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $515 Shares 4,970 Est. Cost $115.22 Unrealized 0.0%
VFC VF CORP 0.0%
Value ($000) $511 Shares 6,980 Est. Cost $57.86 Unrealized +26.3%
BA BOEING CO 0.0%
Value ($000) $493 Shares 2,450 Est. Cost $189.83 Unrealized +11.3%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $456 Shares 805 Est. Cost $627.35 Unrealized -0.4%
VYM VANGUARD HIGH DIV YIELD 0.0%
Value ($000) $449 Shares 4,004 Est. Cost $86.62 Unrealized
KKR KKR & CO INC CL A 0.0%
Value ($000) $447 Shares 6,000 Est. Cost $45.45 Unrealized +56.7%
DOW DOW INC 0.0%
Value ($000) $445 Shares 7,838 Est. Cost $43.01 Unrealized +4.7%
HSY HERSHEY CO 0.0%
Value ($000) $443 Shares 2,291 Est. Cost $108.95 Unrealized +50.2%
AZEK CO INC CL A 0.0%
Value ($000) $429 Shares 9,288 Est. Cost $41.10 Unrealized
CPRT COPART INC 0.0%
Value ($000) $425 Shares 2,801 Est. Cost $17.16 Unrealized +116.3%
TJX TJX COS INC 0.0%
Value ($000) $424 Shares 5,579 Est. Cost $40.35 Unrealized +61.8%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $414 Shares 1,468 Est. Cost $282.02 Unrealized
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $403 Shares 20,000 Est. Cost $18.74 Unrealized -1.3%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $402 Shares 2,128 Est. Cost $160.41 Unrealized 0.0%
BITO PROSHARES BITCOIN STRATE 0.0%
Value ($000) $401 Shares 13,860 Est. Cost $28.93 Unrealized
KELLOGG CO 0.0%
Value ($000) $396 Shares 6,145 Est. Cost $45.97 Unrealized +11.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $395 Shares 1,455 Est. Cost $131.57 Unrealized +82.1%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $394 Shares 2,386 Est. Cost $90.98 Unrealized +66.7%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $391 Shares 2,498 Est. Cost $132.40 Unrealized
DEO DIAGEO PLC SP ADR 0.0%
Value ($000) $386 Shares 1,755 Est. Cost $142.25 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $384 Shares 2,452 Est. Cost $87.82 Unrealized +63.9%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $376 Shares 1,700 Est. Cost $161.56 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $374 Shares 2,169 Est. Cost $86.36 Unrealized +70.8%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $372 Shares 1,464 Est. Cost $178.61 Unrealized +55.4%
IWR ISHARES RUS MID CAP ETF 0.0%
Value ($000) $362 Shares 4,364 Est. Cost $74.78 Unrealized
VCIT VANGUARD INTERM TERM CORP 0.0%
Value ($000) $360 Shares 3,877 Est. Cost $95.80 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value ($000) $358 Shares 2,151 Est. Cost $180.02 Unrealized -2.2%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $358 Shares 1,451 Est. Cost $148.73 Unrealized +41.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $356 Shares 3,443 Est. Cost $76.80 Unrealized +32.8%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $353 Shares 2,402 Est. Cost $146.96 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $353 Shares 5,220 Est. Cost $31.91 Unrealized +79.9%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $348 Shares 2,084 Est. Cost $130.33 Unrealized +15.6%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $348 Shares 1,849 Est. Cost $158.09 Unrealized +7.6%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $345 Shares 3,872 Est. Cost $63.17 Unrealized +14.7%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $345 Shares 1,551 Est. Cost $143.35 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $343 Shares 6,327 Est. Cost $17.55 Unrealized +190.3%
GM GENERAL MOTORS CO 0.0%
Value ($000) $339 Shares 5,780 Est. Cost $53.47 Unrealized +5.4%
VTR VENTAS INC 0.0%
Value ($000) $307 Shares 6,000 Est. Cost $49.08 Unrealized -8.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $305 Shares 5,250 Est. Cost $35.94 Unrealized +42.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $305 Shares 3,506 Est. Cost $47.91 Unrealized +63.7%
EGP EASTGROUP PROPERTY INC 0.0%
Value ($000) $296 Shares 1,300 Est. Cost $164.62 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $295 Shares 4,973 Est. Cost $40.36 Unrealized +37.0%
BP BP PLC SP ADR 0.0%
Value ($000) $293 Shares 10,997 Est. Cost $37.65 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $281 Shares 2,029 Est. Cost $126.31 Unrealized +5.3%
FDX FEDEX CORP 0.0%
Value ($000) $279 Shares 1,080 Est. Cost $113.18 Unrealized +94.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $278 Shares 3,845 Est. Cost $41.39 Unrealized +51.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $275 Shares 703 Est. Cost $255.73 Unrealized +67.1%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $274 Shares 1,758 Est. Cost $114.12 Unrealized +24.7%
CG CARLYLE GROUP INC 0.0%
Value ($000) $274 Shares 5,000 Est. Cost $47.16 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value ($000) $265 Shares 904 Est. Cost $216.27 Unrealized +24.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $254 Shares 1,444 Est. Cost $90.56 Unrealized +81.8%
ELV ANTHEM INC 0.0%
Value ($000) $253 Shares 546 Est. Cost $358.54 Unrealized +10.8%
DVY ISHARES SELECT DIV ETF 0.0%
Value ($000) $252 Shares 2,053 Est. Cost $122.75 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $250 Shares 1,089 Est. Cost $190.26 Unrealized +3.7%
NEM NEWMONT CORP 0.0%
Value ($000) $248 Shares 4,000 Est. Cost $49.84 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $247 Shares 2,294 Est. Cost $87.80 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $232 Shares 1,159 Est. Cost $174.29 Unrealized 0.0%
SMARTSHEET INC CL A 0.0%
Value ($000) $232 Shares 3,000 Est. Cost $72.33 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $231 Shares 3,183 Est. Cost $59.38 Unrealized -1.0%
WAB WABTEC CORP 0.0%
Value ($000) $228 Shares 2,475 Est. Cost $66.42 Unrealized +34.8%
NVO NOVO-NORDISK AS ADR 0.0%
Value ($000) $227 Shares 2,030 Est. Cost $111.82 Unrealized
MTCH MATCH GROUP INC 0.0%
Value ($000) $227 Shares 1,719 Est. Cost $145.75 Unrealized -2.9%
URI UNITED RENTALS INC 0.0%
Value ($000) $222 Shares 667 Est. Cost $345.28 Unrealized 0.0%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $219 Shares 3,232 Est. Cost $52.51 Unrealized +16.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $216 Shares 2,278 Est. Cost $51.78 Unrealized +47.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $214 Shares 8,224 Est. Cost $20.40 Unrealized +11.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $211 Shares 4,044 Est. Cost $52.18 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $211 Shares 1,009 Est. Cost $150.02 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $206 Shares 2,183 Est. Cost $62.95 Unrealized -2.2%
F FORD MOTOR CO 0.0%
Value ($000) $204 Shares 9,805 Est. Cost $14.00 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $200 Shares 749 Est. Cost $251.12 Unrealized 0.0%
DRIVE SHACK INC 0.0%
Value ($000) $104 Shares 72,459 Est. Cost $3.19 Unrealized
EXNRF EXCELLON RESOURCES INC 0.0%
Value ($000) $67 Shares 60,609 Est. Cost $3.50 Unrealized -62.5%