NORTHEAST INVESTMENT MANAGEMENT Diversified Active

CIK: 0001082215 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $1,869,296 (100.0% shares, 0.0% debt)

Holdings (174)

AAPL APPLE INC 7.2%
Value ($000) $133,868 Shares 695,309 Est. Cost $85.67 Unrealized +113.4%
MSFT MICROSOFT CORP 5.2%
Value ($000) $96,959 Shares 257,842 Est. Cost $68.79 Unrealized +409.3%
AMZN AMAZON.COM INC 4.6%
Value ($000) $86,551 Shares 569,637 Est. Cost $120.67 Unrealized +16.2%
GOOGL ALPHABET INC CL A 4.3%
Value ($000) $80,599 Shares 576,983 Est. Cost $106.46 Unrealized +25.3%
NVDA NVIDIA CORP 4.0%
Value ($000) $75,556 Shares 152,570 Est. Cost $17.05 Unrealized +171.7%
V VISA INC CL A 3.7%
Value ($000) $69,890 Shares 268,445 Est. Cost $55.99 Unrealized +333.4%
COST COSTCO WHOLESALE CORP 3.5%
Value ($000) $65,397 Shares 99,074 Est. Cost $124.13 Unrealized +362.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 2.7%
Value ($000) $51,156 Shares 143,431 Est. Cost $155.03 Unrealized +126.4%
UNP UNION PACIFIC CORP 2.7%
Value ($000) $50,021 Shares 203,650 Est. Cost $66.58 Unrealized +214.2%
TMO THERMO FISHER SCIENTIFIC INC 2.5%
Value ($000) $46,887 Shares 88,334 Est. Cost $146.42 Unrealized +228.3%
ACN ACCENTURE PLC IRELAND CLASS A 2.4%
Value ($000) $45,189 Shares 128,778 Est. Cost $128.69 Unrealized +143.0%
AMT AMERICAN TOWER CORP 2.2%
Value ($000) $41,731 Shares 193,308 Est. Cost $79.18 Unrealized +121.2%
DHR DANAHER CORP 2.2%
Value ($000) $41,406 Shares 178,982 Est. Cost $41.83 Unrealized +402.8%
VOO VANGUARD S&P 500 ETF 2.1%
Value ($000) $38,416 Shares 87,949 Est. Cost $210.91 Unrealized
LOW LOWES COS INC 2.0%
Value ($000) $37,736 Shares 169,563 Est. Cost $39.85 Unrealized +388.6%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $35,058 Shares 206,105 Est. Cost $71.42 Unrealized +102.9%
META META PLATFORMS INC CL A 1.8%
Value ($000) $34,577 Shares 97,686 Est. Cost $85.47 Unrealized +278.4%
ABBNY ABB LTD SP ADR 1.8%
Value ($000) $33,477 Shares 755,699 Est. Cost $24.31 Unrealized
HON HONEYWELL INTL INC 1.8%
Value ($000) $32,833 Shares 156,562 Est. Cost $59.16 Unrealized +191.3%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $30,865 Shares 196,917 Est. Cost $64.91 Unrealized +121.2%
BX BLACKSTONE INC COM 1.5%
Value ($000) $28,621 Shares 218,616 Est. Cost $67.24 Unrealized +51.8%
MCD MCDONALDS CORP 1.5%
Value ($000) $27,621 Shares 93,152 Est. Cost $78.14 Unrealized +231.1%
DE DEERE & CO 1.4%
Value ($000) $26,875 Shares 67,209 Est. Cost $320.39 Unrealized +14.0%
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $26,501 Shares 436,295 Est. Cost $59.14 Unrealized -9.6%
ASML ASML HOLDING NV 1.4%
Value ($000) $26,320 Shares 34,773 Est. Cost $614.84 Unrealized
ISRG INTUITIVE SURGICAL INC 1.4%
Value ($000) $25,518 Shares 75,640 Est. Cost $277.01 Unrealized +7.6%
LLY ELI LILLY & CO 1.3%
Value ($000) $24,082 Shares 41,312 Est. Cost $340.83 Unrealized +68.7%
NKE NIKE INC CL B 1.2%
Value ($000) $22,718 Shares 209,249 Est. Cost $44.36 Unrealized +132.2%
DIS DISNEY WALT CO 1.1%
Value ($000) $20,778 Shares 230,124 Est. Cost $58.31 Unrealized +47.8%
VIG VANGUARD DIV APPREC ETF 1.1%
Value ($000) $19,685 Shares 115,521 Est. Cost $107.47 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $19,566 Shares 195,700 Est. Cost $59.88 Unrealized +63.0%
CVX CHEVRON CORP 1.0%
Value ($000) $18,180 Shares 121,884 Est. Cost $90.66 Unrealized +52.0%
WM WASTE MANAGEMENT INC 0.9%
Value ($000) $17,702 Shares 98,837 Est. Cost $154.65 Unrealized +5.0%
PEP PEPSICO INC 0.9%
Value ($000) $17,277 Shares 101,725 Est. Cost $68.17 Unrealized +125.5%
WMT WALMART INC 0.9%
Value ($000) $17,263 Shares 109,499 Est. Cost $35.09 Unrealized +47.2%
GOOG ALPHABET INC CL C 0.9%
Value ($000) $17,000 Shares 120,624 Est. Cost $107.13 Unrealized +25.7%
CVS CVS HEALTH CORP 0.9%
Value ($000) $16,365 Shares 207,260 Est. Cost $47.75 Unrealized +36.9%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $16,158 Shares 110,261 Est. Cost $67.09 Unrealized +109.6%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $15,863 Shares 41,121 Est. Cost $159.88 Unrealized +98.7%
VO VANGUARD MID CAP ETF 0.8%
Value ($000) $15,790 Shares 67,872 Est. Cost $111.29 Unrealized
BLACKROCK INC 0.8%
Value ($000) $15,710 Shares 19,352 Est. Cost $376.71 Unrealized
VB VANGUARD SMALL CAP ETF 0.8%
Value ($000) $15,226 Shares 71,373 Est. Cost $124.88 Unrealized
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $11,473 Shares 36,784 Est. Cost $223.58 Unrealized +18.1%
CLX CLOROX CO 0.6%
Value ($000) $11,125 Shares 78,019 Est. Cost $75.06 Unrealized +65.3%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $10,987 Shares 99,821 Est. Cost $46.94 Unrealized +104.7%
ADBE ADOBE SYSTEMS INC 0.6%
Value ($000) $10,342 Shares 17,335 Est. Cost $543.85 Unrealized +6.1%
AKAM AKAMAI TECHNOLOGIES INC 0.5%
Value ($000) $9,349 Shares 78,994 Est. Cost $57.26 Unrealized +94.3%
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $9,138 Shares 84,852 Est. Cost $85.68 Unrealized +4.7%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $8,517 Shares 19,970 Est. Cost $152.44 Unrealized +160.5%
VEA VANGUARD FTSE DEV MKT ETF 0.4%
Value ($000) $7,799 Shares 162,819 Est. Cost $28.20 Unrealized
VV VANGUARD LARGE CAP ETF 0.4%
Value ($000) $7,606 Shares 34,868 Est. Cost $22.77 Unrealized
CHD CHURCH & DWIGHT INC 0.4%
Value ($000) $7,553 Shares 79,872 Est. Cost $46.52 Unrealized +91.9%
VWO VANGUARD FTSE EMERG MKT ETF 0.4%
Value ($000) $7,478 Shares 181,950 Est. Cost $36.62 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $7,222 Shares 29,063 Est. Cost $226.81 Unrealized +4.8%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $7,118 Shares 45,269 Est. Cost $61.02 Unrealized +120.0%
NOW SERVICENOW INC 0.4%
Value ($000) $7,073 Shares 10,011 Est. Cost $116.81 Unrealized +7.9%
MRK MERCK & CO INC 0.3%
Value ($000) $6,171 Shares 56,605 Est. Cost $53.44 Unrealized +81.2%
TJX TJX COS INC 0.3%
Value ($000) $6,064 Shares 64,644 Est. Cost $75.54 Unrealized +15.5%
KVUE KENVUE INC 0.3%
Value ($000) $6,029 Shares 280,036 Est. Cost $20.54 Unrealized -10.4%
CAT CATERPILLAR INC 0.3%
Value ($000) $5,806 Shares 19,636 Est. Cost $96.40 Unrealized +160.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $5,540 Shares 12,224 Est. Cost $290.84 Unrealized +43.5%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $5,490 Shares 163,039 Est. Cost $20.51 Unrealized +34.6%
HD HOME DEPOT INC 0.3%
Value ($000) $5,062 Shares 14,608 Est. Cost $87.63 Unrealized +235.2%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $4,989 Shares 95,873 Est. Cost $41.80 Unrealized +22.5%
PFE PFIZER INC 0.3%
Value ($000) $4,908 Shares 170,485 Est. Cost $27.12 Unrealized -2.7%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $4,824 Shares 66,605 Est. Cost $29.70 Unrealized +116.5%
MGK VANGUARD MEGA GROWTH IND 0.2%
Value ($000) $4,622 Shares 17,810 Est. Cost $200.63 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $4,465 Shares 56,012 Est. Cost $47.55 Unrealized +50.9%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $3,702 Shares 7,751 Est. Cost $293.16 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $3,674 Shares 13,418 Est. Cost $128.80 Unrealized +101.2%
VEU VANGUARD ALL WORLD EX-US ETF 0.2%
Value ($000) $3,590 Shares 63,942 Est. Cost $24.36 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $3,150 Shares 5,493 Est. Cost $392.43 Unrealized +17.9%
AMCOR PLC 0.2%
Value ($000) $2,968 Shares 307,850 Est. Cost $8.54 Unrealized -1.1%
VLTO VERALTO CORP 0.2%
Value ($000) $2,809 Shares 34,152 Est. Cost $73.75 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $2,777 Shares 48,636 Est. Cost $32.23 Unrealized +68.8%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $2,773 Shares 54,892 Est. Cost $32.99 Unrealized +45.4%
NVS NOVARTIS AG SP ADR 0.1%
Value ($000) $2,661 Shares 26,352 Est. Cost $72.00 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $2,353 Shares 25,229 Est. Cost $64.39 Unrealized +16.2%
KO COCA-COLA CO 0.1%
Value ($000) $2,296 Shares 38,956 Est. Cost $30.82 Unrealized +72.8%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $1,975 Shares 20,295 Est. Cost $45.87 Unrealized +92.0%
RTX RTX CORPORATION 0.1%
Value ($000) $1,923 Shares 22,855 Est. Cost $55.55 Unrealized +36.1%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,889 Shares 3,975 Est. Cost $343.10 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,813 Shares 11,697 Est. Cost $55.45 Unrealized +144.8%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,802 Shares 7,734 Est. Cost $93.25 Unrealized +138.1%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,726 Shares 19,538 Est. Cost $79.30 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,671 Shares 9,600 Est. Cost $45.31 Unrealized +238.3%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $1,665 Shares 11,137 Est. Cost $118.35 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,658 Shares 32,990 Est. Cost $26.27 Unrealized +52.4%
EEM ISHARES MSCI EMERG MKT ETF 0.1%
Value ($000) $1,590 Shares 39,534 Est. Cost $38.55 Unrealized
VTI VANGUARD TOTAL STOCK MKT 0.1%
Value ($000) $1,587 Shares 6,692 Est. Cost $212.41 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,579 Shares 5,482 Est. Cost $141.39 Unrealized +80.4%
CAMBRIDGE BANCORP 0.1%
Value ($000) $1,446 Shares 20,832 Est. Cost $80.15 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,385 Shares 2,630 Est. Cost $449.96 Unrealized +13.6%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.1%
Value ($000) $1,382 Shares 4,557 Est. Cost $275.18 Unrealized
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $1,343 Shares 30,616 Est. Cost $37.20 Unrealized +7.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,331 Shares 9,204 Est. Cost $89.94 Unrealized +31.6%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,176 Shares 7,193 Est. Cost $108.30 Unrealized +30.7%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $1,163 Shares 2,840 Est. Cost $281.18 Unrealized
IWD ISHARES RUSSELL 1000 VAL ETF 0.1%
Value ($000) $1,124 Shares 6,800 Est. Cost $0.15 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $1,089 Shares 5,489 Est. Cost $156.40 Unrealized +12.4%
FAST FASTENAL CO 0.1%
Value ($000) $1,088 Shares 16,800 Est. Cost $13.93 Unrealized +105.9%
WY WEYERHAEUSER CO 0.1%
Value ($000) $1,059 Shares 30,450 Est. Cost $22.74 Unrealized +28.1%
MMM 3M CO 0.1%
Value ($000) $1,016 Shares 9,292 Est. Cost $68.93 Unrealized +9.6%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $1,012 Shares 15,381 Est. Cost $54.99 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $950 Shares 12,608 Est. Cost $53.49 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $930 Shares 21,483 Est. Cost $25.50 Unrealized +29.8%
VTIP VANGUARD SHORT TERM INFL PROT 0.0%
Value ($000) $928 Shares 19,550 Est. Cost $50.37 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $927 Shares 9,658 Est. Cost $60.65 Unrealized +52.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $893 Shares 23,684 Est. Cost $35.83 Unrealized -13.5%
UNILEVER PLC SP ADR 0.0%
Value ($000) $880 Shares 18,150 Est. Cost $59.11 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $864 Shares 6,070 Est. Cost $165.52 Unrealized -31.7%
WMB WILLIAMS COS INC 0.0%
Value ($000) $855 Shares 24,557 Est. Cost $25.90 Unrealized +24.2%
T AT&T INC 0.0%
Value ($000) $852 Shares 50,792 Est. Cost $15.03 Unrealized -5.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $811 Shares 13,175 Est. Cost $39.94 Unrealized +31.0%
CB CHUBB LIMITED 0.0%
Value ($000) $796 Shares 3,522 Est. Cost $196.80 Unrealized +8.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $789 Shares 12,117 Est. Cost $35.73 Unrealized +66.6%
ORCL ORACLE CORP 0.0%
Value ($000) $789 Shares 7,485 Est. Cost $28.16 Unrealized +279.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $777 Shares 6,394 Est. Cost $88.80 Unrealized +25.2%
ESGV VANGUARD ESG US STOCK ETF 0.0%
Value ($000) $748 Shares 8,789 Est. Cost $70.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $717 Shares 4,861 Est. Cost $86.83 Unrealized +35.7%
STT STATE STREET CORP 0.0%
Value ($000) $704 Shares 9,083 Est. Cost $81.66 Unrealized -20.6%
SYY SYSCO CORP 0.0%
Value ($000) $703 Shares 9,619 Est. Cost $33.08 Unrealized +96.2%
KKR KKR & CO INC CL A 0.0%
Value ($000) $696 Shares 8,400 Est. Cost $51.56 Unrealized +29.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $592 Shares 11,541 Est. Cost $44.82 Unrealized +4.9%
VDE VANGUARD ENERGY 0.0%
Value ($000) $577 Shares 4,923 Est. Cost $93.89 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $576 Shares 6,123 Est. Cost $72.58 Unrealized +15.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $526 Shares 4,535 Est. Cost $48.78 Unrealized +124.9%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $511 Shares 2,115 Est. Cost $253.65 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $480 Shares 938 Est. Cost $346.51 Unrealized +24.7%
GLW CORNING INC 0.0%
Value ($000) $475 Shares 15,599 Est. Cost $15.85 Unrealized +71.1%
BA BOEING CO 0.0%
Value ($000) $474 Shares 1,820 Est. Cost $178.31 Unrealized +19.9%
XLK SELECT SECTOR SPDR TR TECHNOLO 0.0%
Value ($000) $472 Shares 2,450 Est. Cost $159.40 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $467 Shares 960 Est. Cost $29.30 Unrealized +49.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $456 Shares 1,455 Est. Cost $131.57 Unrealized +124.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD S 0.0%
Value ($000) $453 Shares 4,357 Est. Cost $100.92 Unrealized
VYM VANGUARD HIGH DIV YIELD 0.0%
Value ($000) $447 Shares 4,004 Est. Cost $76.17 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $445 Shares 367 Est. Cost $253.56 Unrealized +326.5%
WFC WELLS FARGO CO 0.0%
Value ($000) $430 Shares 8,735 Est. Cost $34.98 Unrealized +17.3%
HSY HERSHEY CO 0.0%
Value ($000) $427 Shares 2,291 Est. Cost $108.95 Unrealized +63.1%
BP BP PLC SP ADR 0.0%
Value ($000) $425 Shares 11,997 Est. Cost $36.88 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $399 Shares 1,525 Est. Cost $157.48 Unrealized +44.4%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $388 Shares 6,500 Est. Cost $59.63 Unrealized -1.7%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $381 Shares 4,700 Est. Cost $111.92 Unrealized -38.5%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $377 Shares 5,220 Est. Cost $31.91 Unrealized +112.5%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $373 Shares 2,968 Est. Cost $75.66 Unrealized +43.4%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $372 Shares 671 Est. Cost $54.76 Unrealized +757.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $370 Shares 1,942 Est. Cost $103.64 Unrealized +60.8%
NVO NOVO-NORDISK AS ADR 0.0%
Value ($000) $368 Shares 3,560 Est. Cost $124.45 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $366 Shares 875 Est. Cost $210.47 Unrealized +90.0%
CPRT COPART INC 0.0%
Value ($000) $364 Shares 7,428 Est. Cost $33.94 Unrealized +39.2%
SPYV SPDR PRTFLO S&P 500 VL 0.0%
Value ($000) $351 Shares 7,532 Est. Cost $43.20 Unrealized
DOW DOW INC 0.0%
Value ($000) $351 Shares 6,398 Est. Cost $43.01 Unrealized +3.9%
IWR ISHARES RUS MID CAP ETF 0.0%
Value ($000) $346 Shares 4,446 Est. Cost $67.58 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $342 Shares 2,498 Est. Cost $132.40 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $339 Shares 1,689 Est. Cost $131.64 Unrealized
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $320 Shares 1,758 Est. Cost $125.07 Unrealized +29.8%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $317 Shares 2,483 Est. Cost $72.93 Unrealized +25.4%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $315 Shares 3,872 Est. Cost $63.17 Unrealized +13.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $287 Shares 4,990 Est. Cost $42.13 Unrealized +22.3%
EWIIF EDINBURGH WORLDWIDE GBP 0.0%
Value ($000) $280 Shares 140,000 Est. Cost $1.70 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $280 Shares 1,063 Est. Cost $166.88 Unrealized +34.0%
WAB WABTEC CORP 0.0%
Value ($000) $276 Shares 2,172 Est. Cost $66.42 Unrealized +68.1%
KELLANOVA COM 0.0%
Value ($000) $273 Shares 4,890 Est. Cost $47.36 Unrealized +3.0%
DCI DONALDSON INC 0.0%
Value ($000) $271 Shares 4,147 Est. Cost $40.36 Unrealized +45.6%
IJK ISHARES S&P MC 400GR ETF 0.0%
Value ($000) $270 Shares 3,402 Est. Cost $74.08 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $264 Shares 6,500 Est. Cost $30.71 Unrealized 0.0%
IJH ISHARES CORE S&P MCP ETF 0.0%
Value ($000) $254 Shares 915 Est. Cost $261.48 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $253 Shares 2,090 Est. Cost $94.14 Unrealized +22.8%
DVY ISHARES SELECT DIV ETF 0.0%
Value ($000) $240 Shares 2,047 Est. Cost $122.13 Unrealized
EGP EASTGROUP PROPERTY INC 0.0%
Value ($000) $239 Shares 1,300 Est. Cost $165.32 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $224 Shares 1,126 Est. Cost $172.22 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $223 Shares 2,495 Est. Cost $72.84 Unrealized +10.1%
XYZ BLOCK INC 0.0%
Value ($000) $201 Shares 2,600 Est. Cost $56.54 Unrealized 0.0%
DEO DIAGEO PLC SP ADR 0.0%
Value ($000) $200 Shares 1,375 Est. Cost $137.45 Unrealized