NORTHEAST INVESTMENT MANAGEMENT Diversified Active

CIK: 0001082215 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 5, 2022

Total Value ($000): $1,567,226 (100.0% shares, 0.0% debt)

Holdings (180)

AAPL APPLE INC 7.0%
Value ($000) $109,471 Shares 800,694 Est. Cost $85.67 Unrealized +73.5%
MSFT MICROSOFT CORP 4.3%
Value ($000) $67,491 Shares 262,783 Est. Cost $65.20 Unrealized +304.0%
GOOGL ALPHABET INC CL A 4.3%
Value ($000) $66,997 Shares 30,743 Est. Cost $38.86 Unrealized +200.7%
AMZN AMAZON.COM INC 3.9%
Value ($000) $61,811 Shares 581,969 Est. Cost $121.00 Unrealized +3.4%
V VISA INC CL A 3.7%
Value ($000) $57,502 Shares 292,053 Est. Cost $55.99 Unrealized +259.1%
TMO THERMO FISHER SCIENTIFIC INC 3.4%
Value ($000) $52,563 Shares 96,751 Est. Cost $146.42 Unrealized +272.0%
AMT AMERICAN TOWER CORP 3.2%
Value ($000) $50,851 Shares 198,955 Est. Cost $79.18 Unrealized +180.6%
COST COSTCO WHOLESALE CORP 3.2%
Value ($000) $49,708 Shares 103,714 Est. Cost $124.13 Unrealized +290.7%
DHR DANAHER CORP 3.1%
Value ($000) $48,556 Shares 191,527 Est. Cost $41.83 Unrealized +440.8%
UNP UNION PACIFIC CORP 3.0%
Value ($000) $47,555 Shares 222,969 Est. Cost $66.58 Unrealized +213.6%
BRK/B BERKSHIRE HATHAWAY INC CL B 2.6%
Value ($000) $40,802 Shares 149,446 Est. Cost $155.03 Unrealized +102.4%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $40,102 Shares 225,915 Est. Cost $64.91 Unrealized +146.4%
ACN ACCENTURE PLC IRELAND CLASS A 2.4%
Value ($000) $37,133 Shares 133,740 Est. Cost $128.69 Unrealized +121.2%
NEE NEXTERA ENERGY INC 2.2%
Value ($000) $35,194 Shares 454,349 Est. Cost $58.93 Unrealized +16.8%
HON HONEYWELL INTL INC 2.1%
Value ($000) $32,811 Shares 188,777 Est. Cost $59.16 Unrealized +181.1%
LOW LOWES COS INC 2.0%
Value ($000) $31,481 Shares 180,229 Est. Cost $39.85 Unrealized +350.5%
NVDA NVIDIA CORP 1.9%
Value ($000) $30,320 Shares 200,010 Est. Cost $17.05 Unrealized +10.5%
DIS DISNEY WALT CO 1.7%
Value ($000) $26,336 Shares 278,980 Est. Cost $57.71 Unrealized +87.9%
META META PLATFORMS INC CL A 1.7%
Value ($000) $26,222 Shares 162,615 Est. Cost $74.07 Unrealized +158.6%
MCD MCDONALDS CORP 1.7%
Value ($000) $26,152 Shares 105,932 Est. Cost $78.14 Unrealized +189.7%
CVS CVS HEALTH CORP 1.5%
Value ($000) $24,114 Shares 260,238 Est. Cost $46.68 Unrealized +84.0%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $23,909 Shares 212,315 Est. Cost $67.94 Unrealized +66.3%
VOO VANGUARD S&P 500 ETF 1.5%
Value ($000) $23,117 Shares 66,643 Est. Cost $246.82 Unrealized
NKE NIKE INC CL B 1.3%
Value ($000) $20,995 Shares 205,430 Est. Cost $42.57 Unrealized +161.4%
FRCB FIRST REPUBLIC BANK 1.3%
Value ($000) $20,367 Shares 141,239 Est. Cost $69.45 Unrealized +114.4%
BX BLACKSTONE INC COM 1.3%
Value ($000) $19,782 Shares 216,834 Est. Cost $62.64 Unrealized +53.4%
ABBNY ABB LTD SP ADR 1.3%
Value ($000) $19,768 Shares 739,526 Est. Cost $24.23 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $18,515 Shares 111,097 Est. Cost $68.17 Unrealized +119.7%
PFE PFIZER INC 1.1%
Value ($000) $16,748 Shares 319,437 Est. Cost $27.12 Unrealized +54.8%
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $16,673 Shares 83,070 Est. Cost $277.01 Unrealized -15.3%
TROW T ROWE PRICE GROUP INC 1.0%
Value ($000) $15,941 Shares 140,310 Est. Cost $84.20 Unrealized +27.3%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $15,817 Shares 184,691 Est. Cost $55.87 Unrealized +42.4%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $15,660 Shares 108,911 Est. Cost $61.90 Unrealized +121.8%
DE DEERE & CO 1.0%
Value ($000) $15,601 Shares 52,097 Est. Cost $302.25 Unrealized +15.7%
CVX CHEVRON CORP 1.0%
Value ($000) $15,208 Shares 105,045 Est. Cost $82.32 Unrealized +73.4%
GOOG ALPHABET INC CL C 1.0%
Value ($000) $14,936 Shares 6,828 Est. Cost $37.10 Unrealized +216.1%
ASML ASML HOLDING NV 0.9%
Value ($000) $14,430 Shares 30,322 Est. Cost $605.58 Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $13,967 Shares 128,548 Est. Cost $46.94 Unrealized +126.0%
BLACKROCK INC 0.9%
Value ($000) $13,843 Shares 22,730 Est. Cost $376.71 Unrealized
WMT WALMART INC 0.8%
Value ($000) $12,734 Shares 104,737 Est. Cost $34.14 Unrealized +29.0%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $12,723 Shares 42,835 Est. Cost $156.73 Unrealized +80.9%
AKAM AKAMAI TECHNOLOGIES INC 0.8%
Value ($000) $12,207 Shares 133,654 Est. Cost $57.26 Unrealized +82.0%
CLX CLOROX CO 0.8%
Value ($000) $12,025 Shares 85,299 Est. Cost $75.06 Unrealized +68.6%
ECL ECOLAB INC 0.8%
Value ($000) $11,977 Shares 77,894 Est. Cost $156.40 Unrealized +1.7%
VIG VANGUARD DIV APPREC ETF 0.6%
Value ($000) $10,065 Shares 70,154 Est. Cost $113.05 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $9,705 Shares 53,164 Est. Cost $61.02 Unrealized +151.3%
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $8,409 Shares 90,756 Est. Cost $46.52 Unrealized +94.4%
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $8,205 Shares 46,592 Est. Cost $131.35 Unrealized
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $7,252 Shares 36,816 Est. Cost $140.43 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $6,527 Shares 209,659 Est. Cost $19.57 Unrealized +67.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $6,128 Shares 14,253 Est. Cost $285.51 Unrealized +39.4%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $6,078 Shares 19,265 Est. Cost $140.39 Unrealized +140.3%
MRK MERCK & CO INC 0.4%
Value ($000) $5,633 Shares 61,782 Est. Cost $52.81 Unrealized +50.0%
TGT TARGET CORP 0.3%
Value ($000) $5,139 Shares 36,389 Est. Cost $166.17 Unrealized +2.4%
AWK AMERICAN WATER WORKS CO INC 0.3%
Value ($000) $4,932 Shares 33,153 Est. Cost $143.30 Unrealized -1.6%
TSLA TESLA INC 0.3%
Value ($000) $4,822 Shares 7,161 Est. Cost $171.22 Unrealized +59.4%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $4,737 Shares 59,113 Est. Cost $47.10 Unrealized +52.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $4,638 Shares 9,030 Est. Cost $436.64 Unrealized +7.9%
HD HOME DEPOT INC 0.3%
Value ($000) $4,457 Shares 16,250 Est. Cost $87.63 Unrealized +207.0%
AMCOR PLC 0.3%
Value ($000) $4,419 Shares 355,500 Est. Cost $8.54 Unrealized +24.5%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $4,415 Shares 71,106 Est. Cost $29.11 Unrealized +96.7%
LLY LILLY ELI & CO 0.3%
Value ($000) $4,352 Shares 13,423 Est. Cost $106.13 Unrealized +174.1%
SVB FINANCIAL GROUP 0.2%
Value ($000) $3,758 Shares 9,514 Est. Cost $643.17 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $3,626 Shares 15,079 Est. Cost $128.80 Unrealized +71.5%
EL ESTEE LAUDER COS INC CL A 0.2%
Value ($000) $3,625 Shares 14,236 Est. Cost $230.19 Unrealized +3.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $3,615 Shares 20,225 Est. Cost $94.40 Unrealized +109.0%
NOW SERVICENOW INC 0.2%
Value ($000) $3,545 Shares 7,456 Est. Cost $112.77 Unrealized -15.5%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $3,536 Shares 50,397 Est. Cost $31.73 Unrealized +97.0%
MMM 3M CO 0.2%
Value ($000) $3,244 Shares 25,064 Est. Cost $68.93 Unrealized +52.6%
KO COCA-COLA CO 0.2%
Value ($000) $2,921 Shares 46,430 Est. Cost $30.82 Unrealized +84.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $2,816 Shares 55,489 Est. Cost $36.05 Unrealized +11.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $2,788 Shares 29,010 Est. Cost $55.18 Unrealized +60.4%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $2,724 Shares 7,184 Est. Cost $322.10 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $2,635 Shares 61,802 Est. Cost $32.99 Unrealized +29.8%
NVS NOVARTIS AG SP ADR 0.2%
Value ($000) $2,570 Shares 30,405 Est. Cost $72.00 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $2,557 Shares 16,695 Est. Cost $55.45 Unrealized +141.9%
VWO VANGUARD FTSE EMERG MKT ETF 0.2%
Value ($000) $2,498 Shares 59,987 Est. Cost $40.36 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $2,388 Shares 31,400 Est. Cost $64.03 Unrealized +13.1%
USB US BANCORP DEL 0.1%
Value ($000) $2,313 Shares 50,261 Est. Cost $22.90 Unrealized +83.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $2,297 Shares 25,214 Est. Cost $89.28 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $2,250 Shares 10,049 Est. Cost $215.08 Unrealized +15.4%
CAMBRIDGE BANCORP 0.1%
Value ($000) $2,215 Shares 26,779 Est. Cost $80.19 Unrealized
EEM ISHARES MSCI EMERG MKT ETF 0.1%
Value ($000) $1,981 Shares 49,394 Est. Cost $38.52 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,796 Shares 8,551 Est. Cost $93.25 Unrealized +117.2%
VEU VANGUARD ALL WORLD EX-US ETF 0.1%
Value ($000) $1,699 Shares 34,007 Est. Cost $45.76 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,667 Shares 46,625 Est. Cost $37.05 Unrealized +3.3%
INTC INTEL CORP 0.1%
Value ($000) $1,587 Shares 42,416 Est. Cost $26.27 Unrealized +54.7%
AMGN AMGEN INC 0.1%
Value ($000) $1,566 Shares 6,438 Est. Cost $137.23 Unrealized +59.3%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $1,509 Shares 18,966 Est. Cost $42.70 Unrealized +91.8%
VTIP VANGUARD SHORT TERM INFL PROT 0.1%
Value ($000) $1,502 Shares 29,963 Est. Cost $50.37 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $1,493 Shares 17,619 Est. Cost $33.08 Unrealized +128.9%
UNILEVER PLC SP ADR 0.1%
Value ($000) $1,390 Shares 30,340 Est. Cost $59.24 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,359 Shares 9,623 Est. Cost $108.15 Unrealized +8.6%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $1,112 Shares 28,326 Est. Cost $37.33 Unrealized +2.8%
GIS GENERAL MILLS INC 0.1%
Value ($000) $1,078 Shares 14,282 Est. Cost $35.73 Unrealized +73.1%
ESGV VANGUARD ESG US STOCK ETF 0.1%
Value ($000) $1,063 Shares 16,006 Est. Cost $72.13 Unrealized
VEA VANGUARD FTSE DEV MKT ETF 0.1%
Value ($000) $1,037 Shares 25,416 Est. Cost $44.81 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,002 Shares 9,600 Est. Cost $45.31 Unrealized +182.2%
MRNA MODERNA INC 0.1%
Value ($000) $985 Shares 6,893 Est. Cost $73.06 Unrealized +95.6%
MGK VANGUARD MEGA GROWTH IND 0.1%
Value ($000) $972 Shares 5,350 Est. Cost $181.05 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $949 Shares 13,586 Est. Cost $110.57 Unrealized -21.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $946 Shares 12,290 Est. Cost $43.18 Unrealized +50.4%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $943 Shares 15,083 Est. Cost $57.95 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $942 Shares 6,967 Est. Cost $88.80 Unrealized +29.2%
T AT&T INC 0.1%
Value ($000) $912 Shares 43,495 Est. Cost $14.96 Unrealized +9.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $891 Shares 6,976 Est. Cost $80.39 Unrealized +55.4%
VSGX VANGUARD ESG INTL STOCK ETF 0.1%
Value ($000) $887 Shares 18,091 Est. Cost $61.27 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $865 Shares 14,023 Est. Cost $81.94 Unrealized -24.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $851 Shares 11,143 Est. Cost $58.83 Unrealized +19.6%
FAST FASTENAL CO 0.1%
Value ($000) $839 Shares 16,800 Est. Cost $13.93 Unrealized +76.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $790 Shares 2,094 Est. Cost $256.60 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $770 Shares 23,250 Est. Cost $20.30 Unrealized +65.3%
WFC WELLS FARGO CO 0.0%
Value ($000) $628 Shares 16,045 Est. Cost $34.98 Unrealized +14.2%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $613 Shares 5,145 Est. Cost $111.92 Unrealized +0.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $605 Shares 6,123 Est. Cost $72.58 Unrealized +17.7%
VCSH VANGUARD SHORT TERM CORP BOND 0.0%
Value ($000) $585 Shares 7,665 Est. Cost $81.43 Unrealized
TJX TJX COS INC 0.0%
Value ($000) $565 Shares 10,114 Est. Cost $49.44 Unrealized +16.1%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $561 Shares 4,991 Est. Cost $74.61 Unrealized +45.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $556 Shares 2,288 Est. Cost $323.07 Unrealized -11.8%
ORCL ORACLE CORP 0.0%
Value ($000) $523 Shares 7,485 Est. Cost $28.16 Unrealized +148.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $507 Shares 2,231 Est. Cost $173.20 Unrealized +30.8%
HSY HERSHEY CO 0.0%
Value ($000) $493 Shares 2,291 Est. Cost $108.95 Unrealized +82.4%
GLW CORNING INC 0.0%
Value ($000) $492 Shares 15,599 Est. Cost $15.85 Unrealized +95.9%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $491 Shares 1,342 Est. Cost $563.03 Unrealized -27.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $488 Shares 6,388 Est. Cost $89.67 Unrealized +4.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $487 Shares 1,737 Est. Cost $189.77 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $484 Shares 421 Est. Cost $253.56 Unrealized +395.5%
KELLOGG CO 0.0%
Value ($000) $468 Shares 6,555 Est. Cost $46.38 Unrealized +23.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $462 Shares 2,732 Est. Cost $100.82 Unrealized +60.5%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $451 Shares 3,423 Est. Cost $145.55 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $417 Shares 2,115 Est. Cost $253.65 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $412 Shares 4,585 Est. Cost $48.78 Unrealized +84.4%
VYM VANGUARD HIGH DIV YIELD 0.0%
Value ($000) $407 Shares 4,004 Est. Cost $86.62 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $405 Shares 5,220 Est. Cost $31.91 Unrealized +145.9%
DOW DOW INC 0.0%
Value ($000) $405 Shares 7,838 Est. Cost $43.01 Unrealized +20.4%
WBD WARNER BROTHERS DISCOVERY INC 0.0%
Value ($000) $389 Shares 29,008 Est. Cost $18.55 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $380 Shares 2,498 Est. Cost $132.40 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $372 Shares 3,872 Est. Cost $63.17 Unrealized +37.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $371 Shares 1,116 Est. Cost $210.47 Unrealized +74.1%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $369 Shares 20,000 Est. Cost $18.74 Unrealized -7.0%
BA BOEING CO 0.0%
Value ($000) $340 Shares 2,486 Est. Cost $189.22 Unrealized -22.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $340 Shares 3,791 Est. Cost $78.35 Unrealized +15.3%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $340 Shares 970 Est. Cost $54.76 Unrealized +644.7%
BP BP PLC SP ADR 0.0%
Value ($000) $340 Shares 11,997 Est. Cost $36.88 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $333 Shares 691 Est. Cost $381.82 Unrealized +23.0%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $325 Shares 2,386 Est. Cost $90.98 Unrealized +75.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $323 Shares 10,342 Est. Cost $22.20 Unrealized +31.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $319 Shares 2,084 Est. Cost $130.33 Unrealized +13.5%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $315 Shares 1,726 Est. Cost $157.48 Unrealized +16.2%
CG CARLYLE GROUP INC 0.0%
Value ($000) $311 Shares 9,811 Est. Cost $40.53 Unrealized -17.2%
VCIT VANGUARD INTERM TERM CORP 0.0%
Value ($000) $310 Shares 3,877 Est. Cost $95.80 Unrealized
VFC VF CORP 0.0%
Value ($000) $308 Shares 6,980 Est. Cost $57.86 Unrealized -13.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $305 Shares 1,455 Est. Cost $131.57 Unrealized +58.7%
XLK SELECT SECTOR SPDR TR TECHNOLO 0.0%
Value ($000) $304 Shares 2,391 Est. Cost $158.93 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $297 Shares 5,674 Est. Cost $54.99 Unrealized
VDE VANGUARD ENERGY 0.0%
Value ($000) $284 Shares 2,856 Est. Cost $99.44 Unrealized
DEO DIAGEO PLC SP ADR 0.0%
Value ($000) $279 Shares 1,605 Est. Cost $142.25 Unrealized
KKR KKR & CO INC CL A 0.0%
Value ($000) $278 Shares 6,000 Est. Cost $45.45 Unrealized +12.0%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $267 Shares 2,029 Est. Cost $126.31 Unrealized +13.1%
CPRT COPART INC 0.0%
Value ($000) $267 Shares 2,460 Est. Cost $17.16 Unrealized +65.9%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $265 Shares 1,540 Est. Cost $161.56 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $257 Shares 1,518 Est. Cost $143.35 Unrealized
IWR ISHARES RUS MID CAP ETF 0.0%
Value ($000) $252 Shares 3,891 Est. Cost $74.78 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $248 Shares 2,169 Est. Cost $86.36 Unrealized +33.9%
XYZ BLOCK INC 0.0%
Value ($000) $248 Shares 4,040 Est. Cost $124.71 Unrealized -26.7%
ABNB AIRBNB INC CL A 0.0%
Value ($000) $245 Shares 2,755 Est. Cost $169.57 Unrealized -23.3%
DVY ISHARES SELECT DIV ETF 0.0%
Value ($000) $242 Shares 2,053 Est. Cost $122.75 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $239 Shares 4,000 Est. Cost $49.84 Unrealized +27.0%
DCI DONALDSON INC 0.0%
Value ($000) $239 Shares 4,973 Est. Cost $40.36 Unrealized +17.5%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $233 Shares 2,294 Est. Cost $87.80 Unrealized +8.7%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $219 Shares 3,232 Est. Cost $52.51 Unrealized +12.6%
CRM SALESFORCE INC 0.0%
Value ($000) $217 Shares 1,315 Est. Cost $179.49 Unrealized -2.7%
EOG EOG RESOURCES INC 0.0%
Value ($000) $217 Shares 1,965 Est. Cost $93.49 Unrealized +13.1%
CTVA CORTEVA INC 0.0%
Value ($000) $214 Shares 3,958 Est. Cost $48.99 Unrealized +13.9%
IJK ISHARES S&P MC 400GR ETF 0.0%
Value ($000) $208 Shares 3,256 Est. Cost $77.40 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $205 Shares 655 Est. Cost $288.90 Unrealized 0.0%
WAB WABTEC CORP 0.0%
Value ($000) $203 Shares 2,475 Est. Cost $66.42 Unrealized +31.5%
EGP EASTGROUP PROPERTY INC 0.0%
Value ($000) $201 Shares 1,300 Est. Cost $164.62 Unrealized
DRIVE SHACK INC 0.0%
Value ($000) $99 Shares 72,459 Est. Cost $3.19 Unrealized
EXNRF EXCELLON RESOURCES INC 0.0%
Value ($000) $72 Shares 159,026 Est. Cost $1.85 Unrealized -66.0%