NORTHEAST INVESTMENT MANAGEMENT Diversified Active

CIK: 0001082215 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 4, 2022

Total Value ($000): $1,900,226 (100.0% shares, 0.0% debt)

Holdings (203)

AAPL APPLE INC 7.5%
Value ($000) $141,901 Shares 812,674 Est. Cost $85.67 Unrealized +92.4%
AMZN AMAZON.COM INC 5.0%
Value ($000) $94,803 Shares 29,081 Est. Cost $42.33 Unrealized +265.0%
GOOGL ALPHABET INC CL A 4.5%
Value ($000) $85,476 Shares 30,732 Est. Cost $38.86 Unrealized +246.9%
MSFT MICROSOFT CORP 4.2%
Value ($000) $79,951 Shares 259,320 Est. Cost $62.55 Unrealized +365.8%
V VISA INC CL A 3.4%
Value ($000) $65,397 Shares 294,886 Est. Cost $55.99 Unrealized +275.2%
UNP UNION PACIFIC CORP 3.2%
Value ($000) $61,308 Shares 224,398 Est. Cost $66.58 Unrealized +246.3%
COST COSTCO WHOLESALE CORP 3.2%
Value ($000) $60,157 Shares 104,467 Est. Cost $124.13 Unrealized +303.5%
TMO THERMO FISHER SCIENTIFIC INC 3.1%
Value ($000) $58,312 Shares 98,726 Est. Cost $146.42 Unrealized +288.0%
DHR DANAHER CORP 3.0%
Value ($000) $57,003 Shares 194,329 Est. Cost $41.83 Unrealized +487.4%
NVDA NVIDIA CORP 2.9%
Value ($000) $54,650 Shares 200,286 Est. Cost $17.05 Unrealized +46.9%
BRK/B BERKSHIRE HATHAWAY INC CL B 2.8%
Value ($000) $52,694 Shares 149,314 Est. Cost $155.03 Unrealized +108.6%
AMT AMERICAN TOWER CORP 2.6%
Value ($000) $50,069 Shares 199,302 Est. Cost $79.18 Unrealized +171.4%
ACN ACCENTURE PLC IRELAND CLASS A 2.4%
Value ($000) $44,874 Shares 133,066 Est. Cost $128.69 Unrealized +147.5%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $39,835 Shares 224,763 Est. Cost $64.91 Unrealized +133.9%
META META PLATFORMS 2.1%
Value ($000) $39,448 Shares 177,407 Est. Cost $74.07 Unrealized +235.1%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $38,383 Shares 453,113 Est. Cost $58.93 Unrealized +22.3%
DIS DISNEY WALT CO 2.0%
Value ($000) $37,949 Shares 276,678 Est. Cost $57.71 Unrealized +144.8%
LOW LOWES COS INC 2.0%
Value ($000) $37,793 Shares 186,917 Est. Cost $39.85 Unrealized +435.4%
HON HONEYWELL INTL INC 1.9%
Value ($000) $36,718 Shares 188,706 Est. Cost $59.16 Unrealized +188.0%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $29,521 Shares 216,560 Est. Cost $67.94 Unrealized +96.7%
NKE NIKE INC CL B 1.5%
Value ($000) $27,774 Shares 206,406 Est. Cost $42.57 Unrealized +209.9%
CVS CVS HEALTH CORP 1.4%
Value ($000) $26,789 Shares 264,690 Est. Cost $46.68 Unrealized +97.1%
MCD MCDONALDS CORP 1.4%
Value ($000) $26,341 Shares 106,524 Est. Cost $78.14 Unrealized +191.5%
VOO VANGUARD S&P 500 ETF 1.3%
Value ($000) $25,211 Shares 60,725 Est. Cost $237.07 Unrealized
ISRG INTUITIVE SURGICAL INC 1.3%
Value ($000) $24,850 Shares 82,372 Est. Cost $277.01 Unrealized +5.5%
BX BLACKSTONE INC COM 1.2%
Value ($000) $23,558 Shares 185,583 Est. Cost $57.01 Unrealized +88.0%
ABBNY ABB LTD SP ADR 1.2%
Value ($000) $23,543 Shares 727,974 Est. Cost $24.19 Unrealized
FRCB FIRST REPUBLIC BANK 1.2%
Value ($000) $23,234 Shares 143,331 Est. Cost $69.45 Unrealized +149.2%
TROW T ROWE PRICE GROUP INC 1.2%
Value ($000) $23,176 Shares 153,290 Est. Cost $84.20 Unrealized +53.2%
PYPL PAYPAL HOLDINGS INC 1.0%
Value ($000) $19,868 Shares 171,796 Est. Cost $110.57 Unrealized +20.1%
GOOG ALPHABET INC CL C 1.0%
Value ($000) $19,239 Shares 6,888 Est. Cost $37.10 Unrealized +263.7%
BLACKROCK INC 0.9%
Value ($000) $16,987 Shares 22,230 Est. Cost $371.48 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $16,973 Shares 101,404 Est. Cost $60.37 Unrealized +145.9%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $16,716 Shares 109,397 Est. Cost $61.90 Unrealized +129.6%
AKAM AKAMAI TECHNOLOGIES INC 0.9%
Value ($000) $16,225 Shares 135,895 Est. Cost $57.26 Unrealized +95.9%
PFE PFIZER INC 0.8%
Value ($000) $15,595 Shares 301,241 Est. Cost $26.22 Unrealized +62.0%
CVX CHEVRON CORP 0.8%
Value ($000) $15,591 Shares 95,753 Est. Cost $76.46 Unrealized +60.5%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $15,545 Shares 131,339 Est. Cost $46.94 Unrealized +145.8%
DE DEERE & CO 0.8%
Value ($000) $15,491 Shares 37,286 Est. Cost $283.42 Unrealized +28.1%
ASML ASML HOLDING NV 0.8%
Value ($000) $15,354 Shares 22,988 Est. Cost $646.95 Unrealized
WMT WALMART INC 0.8%
Value ($000) $15,096 Shares 101,372 Est. Cost $33.81 Unrealized +31.9%
ECL ECOLAB INC 0.8%
Value ($000) $14,752 Shares 83,550 Est. Cost $156.40 Unrealized +14.8%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $14,252 Shares 172,568 Est. Cost $54.20 Unrealized +25.3%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $13,658 Shares 41,375 Est. Cost $152.26 Unrealized +110.0%
CLX CLOROX CO 0.7%
Value ($000) $12,519 Shares 90,048 Est. Cost $75.06 Unrealized +79.5%
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $11,253 Shares 52,473 Est. Cost $59.81 Unrealized +196.2%
VIG VANGUARD DIV APPREC ETF 0.5%
Value ($000) $9,842 Shares 60,691 Est. Cost $108.31 Unrealized
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $8,978 Shares 90,339 Est. Cost $46.52 Unrealized +104.5%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $8,693 Shares 210,898 Est. Cost $19.57 Unrealized +108.6%
VB VANGUARD SMALL CAP ETF 0.4%
Value ($000) $7,483 Shares 35,209 Est. Cost $116.88 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $6,865 Shares 19,208 Est. Cost $140.39 Unrealized +150.4%
VO VANGUARD MID CAP ETF 0.3%
Value ($000) $6,590 Shares 27,708 Est. Cost $121.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $6,256 Shares 14,172 Est. Cost $285.51 Unrealized +27.9%
TSLA TESLA INC 0.3%
Value ($000) $5,958 Shares 5,529 Est. Cost $141.20 Unrealized +120.6%
NOW SERVICENOW INC 0.3%
Value ($000) $5,579 Shares 10,018 Est. Cost $112.77 Unrealized -0.6%
SVB FINANCIAL GROUP 0.3%
Value ($000) $5,323 Shares 9,514 Est. Cost $643.17 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $5,190 Shares 24,456 Est. Cost $164.22 Unrealized +16.5%
MRK MERCK & CO INC 0.3%
Value ($000) $5,111 Shares 62,297 Est. Cost $52.81 Unrealized +32.3%
HD HOME DEPOT INC 0.3%
Value ($000) $4,863 Shares 16,247 Est. Cost $87.63 Unrealized +258.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $4,674 Shares 20,976 Est. Cost $94.40 Unrealized +107.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $4,548 Shares 59,978 Est. Cost $47.10 Unrealized +53.5%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $4,535 Shares 72,233 Est. Cost $29.11 Unrealized +101.5%
AMCOR PLC 0.2%
Value ($000) $4,334 Shares 382,500 Est. Cost $8.54 Unrealized +16.4%
EL ESTEE LAUDER COS INC CL A 0.2%
Value ($000) $4,299 Shares 15,786 Est. Cost $230.19 Unrealized +22.6%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $3,834 Shares 15,340 Est. Cost $128.80 Unrealized +80.1%
MMM 3M CO 0.2%
Value ($000) $3,789 Shares 25,451 Est. Cost $68.93 Unrealized +66.3%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $3,547 Shares 63,617 Est. Cost $32.99 Unrealized +52.4%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $3,376 Shares 50,378 Est. Cost $31.73 Unrealized +95.2%
LLY LILLY ELI & CO 0.2%
Value ($000) $3,308 Shares 11,550 Est. Cost $76.17 Unrealized +226.3%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $3,259 Shares 7,184 Est. Cost $322.10 Unrealized
VWO VANGUARD FTSE EMERG MKT ETF 0.2%
Value ($000) $3,184 Shares 69,028 Est. Cost $40.36 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $2,897 Shares 29,241 Est. Cost $55.18 Unrealized +57.2%
KO COCA-COLA CO 0.2%
Value ($000) $2,880 Shares 46,449 Est. Cost $30.82 Unrealized +75.4%
MS MORGAN STANLEY 0.1%
Value ($000) $2,741 Shares 31,356 Est. Cost $64.03 Unrealized +32.1%
USB US BANCORP DEL 0.1%
Value ($000) $2,714 Shares 51,063 Est. Cost $22.90 Unrealized +108.9%
NVS NOVARTIS AG SP ADR 0.1%
Value ($000) $2,702 Shares 30,795 Est. Cost $72.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $2,692 Shares 52,850 Est. Cost $35.85 Unrealized +15.8%
ABBV ABBVIE INC 0.1%
Value ($000) $2,653 Shares 16,363 Est. Cost $53.85 Unrealized +134.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $2,622 Shares 10,502 Est. Cost $215.08 Unrealized +23.9%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $2,577 Shares 36,850 Est. Cost $85.41 Unrealized -14.4%
EEM ISHARES MSCI EMERG MKT ETF 0.1%
Value ($000) $2,310 Shares 51,171 Est. Cost $38.52 Unrealized
ETSY ETSY INC 0.1%
Value ($000) $2,284 Shares 18,378 Est. Cost $150.61 Unrealized -1.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,193 Shares 4,301 Est. Cost $398.81 Unrealized +13.1%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $2,100 Shares 21,416 Est. Cost $42.70 Unrealized +104.8%
INTC INTEL CORP 0.1%
Value ($000) $2,045 Shares 41,257 Est. Cost $25.86 Unrealized +78.6%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $2,026 Shares 8,905 Est. Cost $93.25 Unrealized +111.2%
CAMBRIDGE BANCORP 0.1%
Value ($000) $2,023 Shares 23,795 Est. Cost $79.87 Unrealized
VEU VANGUARD ALL WORLD EX-US ETF 0.1%
Value ($000) $1,978 Shares 34,354 Est. Cost $45.76 Unrealized
VSGX VANGUARD ESG INTL STOCK ETF 0.1%
Value ($000) $1,771 Shares 30,963 Est. Cost $61.27 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,682 Shares 15,518 Est. Cost $88.15 Unrealized
TDOC TELADOC INC 0.1%
Value ($000) $1,613 Shares 22,365 Est. Cost $79.96 Unrealized -9.9%
STT STATE STREET CORP 0.1%
Value ($000) $1,575 Shares 18,083 Est. Cost $81.94 Unrealized -1.1%
ESGV VANGUARD ESG US STOCK ETF 0.1%
Value ($000) $1,560 Shares 19,246 Est. Cost $72.13 Unrealized
VTIP VANGUARD SHORT TERM INFL PROT 0.1%
Value ($000) $1,556 Shares 30,392 Est. Cost $50.37 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,545 Shares 6,390 Est. Cost $137.23 Unrealized +48.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,496 Shares 36,206 Est. Cost $36.70 Unrealized -2.2%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $1,485 Shares 8,972 Est. Cost $149.46 Unrealized -2.3%
SYY SYSCO CORP 0.1%
Value ($000) $1,457 Shares 17,844 Est. Cost $33.08 Unrealized +119.6%
NUE NUCOR CORP 0.1%
Value ($000) $1,427 Shares 9,600 Est. Cost $45.31 Unrealized +155.0%
VEA VANGUARD FTSE DEV MKT ETF 0.1%
Value ($000) $1,361 Shares 28,333 Est. Cost $44.81 Unrealized
UNILEVER PLC SP ADR 0.1%
Value ($000) $1,339 Shares 29,390 Est. Cost $59.68 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,244 Shares 16,905 Est. Cost $57.95 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $1,237 Shares 11,545 Est. Cost $147.98 Unrealized -22.4%
MGK VANGUARD MEGA GROWTH IND 0.1%
Value ($000) $1,219 Shares 5,178 Est. Cost $181.03 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $1,204 Shares 6,992 Est. Cost $73.06 Unrealized +130.4%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $1,176 Shares 25,116 Est. Cost $37.20 Unrealized +15.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,168 Shares 12,837 Est. Cost $58.83 Unrealized +46.1%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,015 Shares 7,810 Est. Cost $105.98 Unrealized +5.8%
T AT&T INC 0.1%
Value ($000) $1,012 Shares 42,827 Est. Cost $14.94 Unrealized -0.2%
XYZ BLOCK INC 0.1%
Value ($000) $1,000 Shares 7,373 Est. Cost $124.71 Unrealized -2.9%
FAST FASTENAL CO 0.1%
Value ($000) $998 Shares 16,800 Est. Cost $13.93 Unrealized +82.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $985 Shares 6,444 Est. Cost $76.71 Unrealized +100.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $975 Shares 13,346 Est. Cost $43.18 Unrealized +31.6%
GIS GENERAL MILLS INC 0.1%
Value ($000) $967 Shares 14,282 Est. Cost $35.73 Unrealized +64.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $963 Shares 2,132 Est. Cost $256.60 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $881 Shares 23,250 Est. Cost $20.30 Unrealized +68.1%
WFC WELLS FARGO CO 0.0%
Value ($000) $849 Shares 17,523 Est. Cost $34.98 Unrealized +38.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $812 Shares 6,590 Est. Cost $87.31 Unrealized +30.6%
DISCOVERY INC SER A 0.0%
Value ($000) $774 Shares 31,061 Est. Cost $24.92 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $770 Shares 2,168 Est. Cost $325.17 Unrealized -2.7%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $724 Shares 2,538 Est. Cost $173.20 Unrealized +46.0%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $676 Shares 5,145 Est. Cost $111.92 Unrealized +6.2%
VCSH VANGUARD SHORT TERM CORP BOND 0.0%
Value ($000) $669 Shares 8,565 Est. Cost $81.43 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $630 Shares 1,737 Est. Cost $189.77 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $625 Shares 4,659 Est. Cost $72.18 Unrealized +60.3%
ORCL ORACLE CORP 0.0%
Value ($000) $619 Shares 7,485 Est. Cost $28.16 Unrealized +173.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $580 Shares 5,301 Est. Cost $88.86 Unrealized +34.3%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $578 Shares 421 Est. Cost $253.56 Unrealized +469.2%
GLW CORNING INC 0.0%
Value ($000) $576 Shares 15,599 Est. Cost $15.85 Unrealized +120.3%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $564 Shares 1,237 Est. Cost $576.28 Unrealized -16.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $549 Shares 3,002 Est. Cost $100.82 Unrealized +57.5%
NFLX NETFLIX INC 0.0%
Value ($000) $547 Shares 1,459 Est. Cost $38.77 Unrealized +7.4%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $531 Shares 970 Est. Cost $54.76 Unrealized +860.6%
BITO PROSHARES BITCOIN STRATE 0.0%
Value ($000) $505 Shares 17,670 Est. Cost $28.86 Unrealized
DOW DOW INC 0.0%
Value ($000) $499 Shares 7,838 Est. Cost $43.01 Unrealized +12.2%
HSY HERSHEY CO 0.0%
Value ($000) $496 Shares 2,291 Est. Cost $108.95 Unrealized +69.2%
TJX TJX COS INC 0.0%
Value ($000) $490 Shares 8,086 Est. Cost $47.44 Unrealized +33.3%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $471 Shares 5,220 Est. Cost $31.91 Unrealized +118.2%
BA BOEING CO 0.0%
Value ($000) $469 Shares 2,450 Est. Cost $189.83 Unrealized +5.7%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $465 Shares 1,046 Est. Cost $200.04 Unrealized +124.8%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $453 Shares 3,062 Est. Cost $147.17 Unrealized
VYM VANGUARD HIGH DIV YIELD 0.0%
Value ($000) $450 Shares 4,004 Est. Cost $86.62 Unrealized
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $431 Shares 20,000 Est. Cost $18.74 Unrealized +1.7%
KELLOGG CO 0.0%
Value ($000) $423 Shares 6,555 Est. Cost $46.38 Unrealized +13.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $421 Shares 3,791 Est. Cost $78.35 Unrealized +19.6%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $419 Shares 2,386 Est. Cost $90.98 Unrealized +76.2%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $404 Shares 2,498 Est. Cost $132.40 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $404 Shares 4,045 Est. Cost $43.29 Unrealized +84.0%
VFC VF CORP 0.0%
Value ($000) $397 Shares 6,980 Est. Cost $57.86 Unrealized +7.2%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $387 Shares 3,298 Est. Cost $151.82 Unrealized -10.4%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $386 Shares 3,872 Est. Cost $63.17 Unrealized +25.4%
XLK SELECT SECTOR SPDR TR TECHNOLO 0.0%
Value ($000) $380 Shares 2,391 Est. Cost $158.93 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value ($000) $377 Shares 2,197 Est. Cost $179.59 Unrealized -11.3%
VTR VENTAS INC 0.0%
Value ($000) $371 Shares 6,000 Est. Cost $49.08 Unrealized -3.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $361 Shares 1,726 Est. Cost $157.48 Unrealized +29.3%
AZEK CO INC CL A 0.0%
Value ($000) $361 Shares 14,540 Est. Cost $35.22 Unrealized
DEO DIAGEO PLC SP ADR 0.0%
Value ($000) $357 Shares 1,755 Est. Cost $142.25 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $354 Shares 1,700 Est. Cost $161.56 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $352 Shares 1,455 Est. Cost $131.57 Unrealized +68.6%
KKR KKR & CO INC CL A 0.0%
Value ($000) $351 Shares 6,000 Est. Cost $45.45 Unrealized +33.9%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $349 Shares 1,408 Est. Cost $282.02 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $339 Shares 1,849 Est. Cost $158.09 Unrealized -0.5%
VCIT VANGUARD INTERM TERM CORP 0.0%
Value ($000) $334 Shares 3,877 Est. Cost $95.80 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $333 Shares 3,010 Est. Cost $65.53 Unrealized +114.8%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $330 Shares 2,084 Est. Cost $130.33 Unrealized +9.4%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $324 Shares 2,029 Est. Cost $126.31 Unrealized +9.9%
BP BP PLC SP ADR 0.0%
Value ($000) $323 Shares 10,997 Est. Cost $37.65 Unrealized
CPRT COPART INC 0.0%
Value ($000) $319 Shares 2,546 Est. Cost $17.16 Unrealized +85.1%
CRM SALESFORCE INC 0.0%
Value ($000) $319 Shares 1,503 Est. Cost $179.49 Unrealized +18.5%
NEM NEWMONT CORP 0.0%
Value ($000) $318 Shares 4,000 Est. Cost $49.84 Unrealized +20.5%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $312 Shares 5,674 Est. Cost $54.99 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $312 Shares 1,518 Est. Cost $143.35 Unrealized
IWR ISHARES RUS MID CAP ETF 0.0%
Value ($000) $304 Shares 3,891 Est. Cost $74.78 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $284 Shares 3,023 Est. Cost $59.43 Unrealized +39.3%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $284 Shares 2,169 Est. Cost $86.36 Unrealized +55.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $275 Shares 8,230 Est. Cost $20.40 Unrealized +25.2%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $275 Shares 5,465 Est. Cost $110.29 Unrealized -44.8%
ELV ANTHEM INC 0.0%
Value ($000) $268 Shares 546 Est. Cost $358.54 Unrealized +20.7%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $267 Shares 1,758 Est. Cost $114.12 Unrealized +27.6%
EGP EASTGROUP PROPERTY INC 0.0%
Value ($000) $264 Shares 1,300 Est. Cost $164.62 Unrealized
DVY ISHARES SELECT DIV ETF 0.0%
Value ($000) $263 Shares 2,053 Est. Cost $122.75 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $258 Shares 4,973 Est. Cost $40.36 Unrealized +26.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $257 Shares 5,613 Est. Cost $17.55 Unrealized +154.2%
GM GENERAL MOTORS CO 0.0%
Value ($000) $257 Shares 5,880 Est. Cost $53.38 Unrealized -9.7%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $257 Shares 703 Est. Cost $255.73 Unrealized +27.3%
IJK ISHARES S&P MC 400GR ETF 0.0%
Value ($000) $252 Shares 3,256 Est. Cost $77.40 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $250 Shares 1,080 Est. Cost $113.18 Unrealized +90.9%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $247 Shares 2,294 Est. Cost $87.80 Unrealized +5.2%
CG CARLYLE GROUP INC 0.0%
Value ($000) $246 Shares 5,027 Est. Cost $47.16 Unrealized -11.7%
BSV VANGUARD SHORT TERM BOND 0.0%
Value ($000) $245 Shares 3,142 Est. Cost $80.86 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $239 Shares 1,444 Est. Cost $90.56 Unrealized +67.0%
WAB WABTEC CORP 0.0%
Value ($000) $238 Shares 2,475 Est. Cost $66.42 Unrealized +36.4%
EOG EOG RESOURCES INC 0.0%
Value ($000) $234 Shares 1,965 Est. Cost $93.49 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $228 Shares 3,958 Est. Cost $48.99 Unrealized 0.0%
NVO NOVO-NORDISK AS ADR 0.0%
Value ($000) $225 Shares 2,030 Est. Cost $111.82 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $216 Shares 2,806 Est. Cost $47.91 Unrealized +56.8%
EFX EQUIFAX INC 0.0%
Value ($000) $214 Shares 904 Est. Cost $216.27 Unrealized +5.9%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $207 Shares 2,263 Est. Cost $62.79 Unrealized -6.8%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $203 Shares 3,232 Est. Cost $52.51 Unrealized +9.8%
SYK STRYKER CORP 0.0%
Value ($000) $200 Shares 749 Est. Cost $251.12 Unrealized -1.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $200 Shares 2,359 Est. Cost $66.91 Unrealized 0.0%
EXNRF EXCELLON RESOURCES INC 0.0%
Value ($000) $140 Shares 159,026 Est. Cost $1.85 Unrealized -54.7%
DRIVE SHACK INC 0.0%
Value ($000) $112 Shares 72,459 Est. Cost $3.19 Unrealized