Probity Advisors, Inc. Diversified Active

CIK: 0001676603 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $330,902 (100.0% shares, 0.0% debt)

Holdings (178)

IVE ISHARES TR 7.4%
Value ($000) $24,353 Shares 187,201 Est. Cost $101.35 Unrealized
IVW ISHARES TR 6.5%
Value ($000) $21,541 Shares 111,243 Est. Cost $127.10 Unrealized
IJS ISHARES TR 5.7%
Value ($000) $18,745 Shares 116,572 Est. Cost $134.94 Unrealized
ISHARES TR 4.3%
Value ($000) $14,321 Shares 280,582 Est. Cost $49.83 Unrealized
ISHARES TR 4.3%
Value ($000) $14,193 Shares 217,545 Est. Cost $57.58 Unrealized
ISHARES TR 3.6%
Value ($000) $11,885 Shares 255,966 Est. Cost $44.78 Unrealized
EMB ISHARES TR 3.2%
Value ($000) $10,435 Shares 91,092 Est. Cost $113.51 Unrealized
ISHARES TR 3.0%
Value ($000) $9,804 Shares 192,531 Est. Cost $50.84 Unrealized
IJT ISHARES TR 2.8%
Value ($000) $9,201 Shares 47,601 Est. Cost $131.61 Unrealized
IGSB ISHARES TR 2.2%
Value ($000) $7,363 Shares 137,285 Est. Cost $51.83 Unrealized
ISHARES INC 2.0%
Value ($000) $6,768 Shares 125,898 Est. Cost $47.94 Unrealized
PCY INVESCO EXCHNG TRADED FD TR 1.9%
Value ($000) $6,369 Shares 215,313 Est. Cost $26.63 Unrealized
SPSB SPDR SERIES TRUST 1.7%
Value ($000) $5,623 Shares 182,327 Est. Cost $30.28 Unrealized
SPDR SERIES TRUST 1.7%
Value ($000) $5,554 Shares 157,304 Est. Cost $34.20 Unrealized
SPDW SPDR INDEX SHS FDS 1.4%
Value ($000) $4,624 Shares 147,485 Est. Cost $31.00 Unrealized
SPYV SPDR SERIES TRUST 1.4%
Value ($000) $4,567 Shares 130,828 Est. Cost $29.69 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $4,400 Shares 27,904 Est. Cost $45.98 Unrealized +202.8%
SPYG SPDR SERIES TRUST 1.3%
Value ($000) $4,227 Shares 100,858 Est. Cost $33.54 Unrealized
LQD ISHARES TR 1.3%
Value ($000) $4,137 Shares 32,327 Est. Cost $119.49 Unrealized
HYG ISHARES TR 1.2%
Value ($000) $3,979 Shares 45,247 Est. Cost $85.41 Unrealized
SLYV SPDR SERIES TRUST 1.1%
Value ($000) $3,598 Shares 54,763 Est. Cost $86.62 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.9%
Value ($000) $3,047 Shares 29,099 Est. Cost $21.04 Unrealized +104.2%
EFA ISHARES TR 0.9%
Value ($000) $2,934 Shares 42,254 Est. Cost $56.16 Unrealized
VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,870 Shares 35,425 Est. Cost $79.44 Unrealized
SPEM SPDR INDEX SHS FDS 0.8%
Value ($000) $2,648 Shares 70,457 Est. Cost $36.36 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $2,588 Shares 43,246 Est. Cost $25.82 Unrealized +90.8%
SBUX STARBUCKS CORP 0.8%
Value ($000) $2,563 Shares 29,147 Est. Cost $46.59 Unrealized +59.9%
SUB ISHARES TR 0.8%
Value ($000) $2,522 Shares 23,616 Est. Cost $105.87 Unrealized
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $2,347 Shares 17,121 Est. Cost $107.04 Unrealized
VBK VANGUARD INDEX FDS 0.6%
Value ($000) $2,136 Shares 10,752 Est. Cost $125.29 Unrealized
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $2,123 Shares 10,934 Est. Cost $70.44 Unrealized +135.0%
SHY ISHARES TR 0.6%
Value ($000) $2,095 Shares 24,759 Est. Cost $84.93 Unrealized
SCZ ISHARES TR 0.6%
Value ($000) $2,083 Shares 33,452 Est. Cost $64.15 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $2,067 Shares 17,248 Est. Cost $86.04 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.6%
Value ($000) $2,053 Shares 46,590 Est. Cost $36.76 Unrealized
TGT TARGET CORP 0.6%
Value ($000) $2,025 Shares 15,791 Est. Cost $80.37 Unrealized +24.2%
VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,013 Shares 32,785 Est. Cost $55.28 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,928 Shares 13,217 Est. Cost $88.37 Unrealized +29.1%
ABBVIE INC 0.6%
Value ($000) $1,872 Shares 21,141 Est. Cost $62.85 Unrealized
SLYG SPDR SERIES TRUST 0.5%
Value ($000) $1,807 Shares 28,006 Est. Cost $99.02 Unrealized
LAM RESEARCH CORP 0.5%
Value ($000) $1,782 Shares 6,093 Est. Cost $148.09 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $1,778 Shares 9,758 Est. Cost $109.67 Unrealized
MERCK & CO INC 0.5%
Value ($000) $1,731 Shares 19,037 Est. Cost $58.03 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $1,667 Shares 12,680 Est. Cost $65.21 Unrealized +64.9%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,657 Shares 12,918 Est. Cost $46.25 Unrealized +124.3%
AGCO AGCO CORP 0.5%
Value ($000) $1,577 Shares 20,417 Est. Cost $41.83 Unrealized +52.5%
PFE PFIZER INC 0.5%
Value ($000) $1,570 Shares 40,078 Est. Cost $21.67 Unrealized +23.3%
USB US BANCORP DEL 0.5%
Value ($000) $1,563 Shares 26,364 Est. Cost $31.03 Unrealized +42.9%
AT&T INC 0.5%
Value ($000) $1,539 Shares 39,384 Est. Cost $40.99 Unrealized
JNK SPDR SERIES TRUST 0.5%
Value ($000) $1,516 Shares 13,843 Est. Cost $108.95 Unrealized
ISHARES TR 0.5%
Value ($000) $1,490 Shares 25,606 Est. Cost $54.86 Unrealized
IGIB ISHARES TR 0.5%
Value ($000) $1,490 Shares 25,704 Est. Cost $53.10 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $1,298 Shares 7,179 Est. Cost $84.64 Unrealized +76.5%
AAPL APPLE INC 0.4%
Value ($000) $1,242 Shares 4,229 Est. Cost $24.06 Unrealized +157.7%
BOK FINL CORP 0.4%
Value ($000) $1,233 Shares 14,109 Est. Cost $66.42 Unrealized
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $1,230 Shares 12,577 Est. Cost $51.69 Unrealized +49.2%
JPMORGAN CHASE & CO 0.4%
Value ($000) $1,191 Shares 8,542 Est. Cost $64.24 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $1,179 Shares 12,474 Est. Cost $46.88 Unrealized +58.4%
PAYPAL HLDGS INC 0.3%
Value ($000) $1,147 Shares 10,603 Est. Cost $36.59 Unrealized
GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,141 Shares 4,961 Est. Cost $192.29 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.3%
Value ($000) $1,127 Shares 19,091 Est. Cost $32.69 Unrealized +50.3%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,120 Shares 20,343 Est. Cost $34.84 Unrealized +31.7%
CONOCOPHILLIPS 0.3%
Value ($000) $1,119 Shares 17,201 Est. Cost $45.94 Unrealized
DIAGEO P L C 0.3%
Value ($000) $1,081 Shares 6,418 Est. Cost $117.67 Unrealized
CYRUSONE INC 0.3%
Value ($000) $1,046 Shares 15,986 Est. Cost $51.26 Unrealized
SJM SMUCKER J M CO 0.3%
Value ($000) $1,046 Shares 10,046 Est. Cost $90.57 Unrealized -4.4%
RPM RPM INTL INC 0.3%
Value ($000) $1,034 Shares 13,465 Est. Cost $50.15 Unrealized +44.6%
GWX SPDR INDEX SHS FDS 0.3%
Value ($000) $1,020 Shares 32,010 Est. Cost $35.06 Unrealized
NUTRIEN LTD 0.3%
Value ($000) $995 Shares 20,768 Est. Cost $47.39 Unrealized
WYNN WYNN RESORTS LTD 0.3%
Value ($000) $966 Shares 6,954 Est. Cost $103.69 Unrealized +12.7%
AMZN AMAZON COM INC 0.3%
Value ($000) $922 Shares 499 Est. Cost $54.22 Unrealized +63.2%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $902 Shares 20,291 Est. Cost $35.52 Unrealized
BCE INC 0.3%
Value ($000) $888 Shares 19,151 Est. Cost $46.72 Unrealized
TFC TRUIST FINL CORP 0.3%
Value ($000) $887 Shares 15,741 Est. Cost $40.89 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $887 Shares 14,922 Est. Cost $48.46 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $864 Shares 5,216 Est. Cost $116.31 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $864 Shares 6,917 Est. Cost $64.39 Unrealized +63.4%
DE DEERE & CO 0.3%
Value ($000) $857 Shares 4,944 Est. Cost $106.38 Unrealized +48.5%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $825 Shares 25,675 Est. Cost $24.29 Unrealized -6.8%
MMM 3M CO 0.2%
Value ($000) $818 Shares 4,638 Est. Cost $102.46 Unrealized +9.1%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $799 Shares 18,821 Est. Cost $59.19 Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $798 Shares 8,764 Est. Cost $53.90 Unrealized +33.2%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $797 Shares 9,365 Est. Cost $61.03 Unrealized -1.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $788 Shares 2,024 Est. Cost $185.74 Unrealized +74.9%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $778 Shares 5,271 Est. Cost $112.73 Unrealized +9.1%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $771 Shares 12,014 Est. Cost $27.13 Unrealized -9.7%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $747 Shares 13,897 Est. Cost $42.85 Unrealized
KINDER MORGAN INC DEL 0.2%
Value ($000) $744 Shares 35,127 Est. Cost $18.72 Unrealized
ALPHABET INC 0.2%
Value ($000) $711 Shares 532 Est. Cost $950.97 Unrealized
DTE DTE ENERGY CO 0.2%
Value ($000) $711 Shares 5,478 Est. Cost $56.72 Unrealized +54.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $694 Shares 3,514 Est. Cost $101.69 Unrealized +69.1%
ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $669 Shares 4,467 Est. Cost $116.91 Unrealized
BMO BANK MONTREAL QUE 0.2%
Value ($000) $660 Shares 8,511 Est. Cost $57.57 Unrealized +0.5%
PEP PEPSICO INC 0.2%
Value ($000) $654 Shares 4,788 Est. Cost $89.17 Unrealized +26.5%
US ECOLOGY INC 0.2%
Value ($000) $628 Shares 10,853 Est. Cost $57.86 Unrealized
ALB ALBEMARLE CORP 0.2%
Value ($000) $625 Shares 8,556 Est. Cost $80.78 Unrealized -23.7%
HD HOME DEPOT INC 0.2%
Value ($000) $621 Shares 2,843 Est. Cost $104.97 Unrealized +85.8%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $620 Shares 13,374 Est. Cost $34.66 Unrealized +3.1%
BOH BANK HAWAII CORP 0.2%
Value ($000) $620 Shares 6,520 Est. Cost $48.33 Unrealized +42.3%
ABT ABBOTT LABS 0.2%
Value ($000) $617 Shares 7,103 Est. Cost $35.72 Unrealized +110.8%
CENTENE CORP DEL 0.2%
Value ($000) $605 Shares 9,620 Est. Cost $74.84 Unrealized
MOLSON COORS BREWING CO 0.2%
Value ($000) $601 Shares 11,154 Est. Cost $56.87 Unrealized
KELLOGG CO 0.2%
Value ($000) $600 Shares 8,670 Est. Cost $47.17 Unrealized +2.9%
VISA INC 0.2%
Value ($000) $586 Shares 3,121 Est. Cost $78.33 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $574 Shares 4,760 Est. Cost $69.58 Unrealized +28.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $564 Shares 6,870 Est. Cost $70.22 Unrealized
HD SUPPLY HLDGS INC 0.2%
Value ($000) $554 Shares 13,781 Est. Cost $35.02 Unrealized
LVS LAS VEGAS SANDS CORP 0.2%
Value ($000) $542 Shares 7,848 Est. Cost $49.10 Unrealized +17.9%
SHV ISHARES TR 0.2%
Value ($000) $540 Shares 4,891 Est. Cost $110.52 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $535 Shares 8,907 Est. Cost $68.48 Unrealized
ORACLE CORP 0.2%
Value ($000) $531 Shares 10,020 Est. Cost $41.00 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $528 Shares 3,654 Est. Cost $94.06 Unrealized +44.3%
IJR ISHARES TR 0.2%
Value ($000) $528 Shares 6,292 Est. Cost $73.90 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $527 Shares 8,271 Est. Cost $33.63 Unrealized +45.4%
ILMN ILLUMINA INC 0.2%
Value ($000) $508 Shares 1,530 Est. Cost $186.01 Unrealized +62.9%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $507 Shares 4,715 Est. Cost $90.41 Unrealized +6.8%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $502 Shares 3,371 Est. Cost $104.11 Unrealized +2.3%
NORDSTROM INC 0.1%
Value ($000) $489 Shares 11,956 Est. Cost $42.25 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $488 Shares 3,684 Est. Cost $66.27 Unrealized +78.2%
SNA SNAP ON INC 0.1%
Value ($000) $475 Shares 2,804 Est. Cost $125.83 Unrealized +10.3%
HOLLYSYS AUTOMATION TECHNOLO 0.1%
Value ($000) $472 Shares 28,750 Est. Cost $20.54 Unrealized
CERNER CORP 0.1%
Value ($000) $466 Shares 6,349 Est. Cost $59.21 Unrealized
ALPHABET INC 0.1%
Value ($000) $466 Shares 348 Est. Cost $857.63 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $463 Shares 3,893 Est. Cost $53.10 Unrealized +89.9%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $460 Shares 3,839 Est. Cost $86.28 Unrealized +15.3%
KSS KOHLS CORP 0.1%
Value ($000) $459 Shares 9,003 Est. Cost $50.84 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $456 Shares 7,109 Est. Cost $46.22 Unrealized -2.2%
AMERICAN CAMPUS CMNTYS INC 0.1%
Value ($000) $435 Shares 9,252 Est. Cost $42.47 Unrealized
DOW DOW INC 0.1%
Value ($000) $435 Shares 7,957 Est. Cost $36.37 Unrealized +0.9%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $426 Shares 20,000 Est. Cost $21.27 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $419 Shares 6,986 Est. Cost $58.59 Unrealized
CAPITAL ONE FINL CORP 0.1%
Value ($000) $414 Shares 4,026 Est. Cost $88.16 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $396 Shares 7,060 Est. Cost $56.51 Unrealized +0.4%
BIOGEN INC 0.1%
Value ($000) $390 Shares 1,316 Est. Cost $267.68 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $385 Shares 6,956 Est. Cost $33.08 Unrealized +34.5%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $380 Shares 3,556 Est. Cost $87.75 Unrealized +5.3%
MAC MACERICH CO 0.1%
Value ($000) $378 Shares 14,030 Est. Cost $26.94 Unrealized
EXXON MOBIL CORP 0.1%
Value ($000) $377 Shares 5,396 Est. Cost $90.69 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $373 Shares 1,832 Est. Cost $279.23 Unrealized
SPTS SPDR SERIES TRUST 0.1%
Value ($000) $368 Shares 12,294 Est. Cost $29.62 Unrealized
UNILEVER PLC 0.1%
Value ($000) $359 Shares 6,273 Est. Cost $47.98 Unrealized
ALLETE INC 0.1%
Value ($000) $347 Shares 4,276 Est. Cost $65.48 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $343 Shares 1,809 Est. Cost $154.63 Unrealized +10.4%
DOMINION ENERGY INC 0.1%
Value ($000) $333 Shares 4,019 Est. Cost $76.56 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $332 Shares 4,192 Est. Cost $33.38 Unrealized +21.6%
EATON CORP PLC 0.1%
Value ($000) $324 Shares 3,422 Est. Cost $59.71 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $323 Shares 1,002 Est. Cost $322.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $317 Shares 1,398 Est. Cost $156.03 Unrealized +39.2%
BAC BANK AMER CORP 0.1%
Value ($000) $316 Shares 8,962 Est. Cost $12.18 Unrealized +128.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $310 Shares 5,759 Est. Cost $39.80 Unrealized +12.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $303 Shares 2,432 Est. Cost $79.44 Unrealized +38.6%
BA BOEING CO 0.1%
Value ($000) $297 Shares 912 Est. Cost $200.63 Unrealized +75.0%
CORTEVA INC 0.1%
Value ($000) $295 Shares 9,972 Est. Cost $29.55 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $293 Shares 3,132 Est. Cost $38.47 Unrealized +91.4%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $288 Shares 3,077 Est. Cost $11.62 Unrealized +48.3%
WMT WALMART INC 0.1%
Value ($000) $288 Shares 2,422 Est. Cost $19.67 Unrealized +84.9%
PSX PHILLIPS 66 0.1%
Value ($000) $286 Shares 2,568 Est. Cost $58.64 Unrealized +49.0%
AMGN AMGEN INC 0.1%
Value ($000) $282 Shares 1,168 Est. Cost $128.88 Unrealized +41.7%
FLIR SYS INC 0.1%
Value ($000) $272 Shares 5,215 Est. Cost $30.97 Unrealized
INFY INFOSYS LTD 0.1%
Value ($000) $261 Shares 25,297 Est. Cost $13.95 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $260 Shares 27,927 Est. Cost $6.68 Unrealized 0.0%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $258 Shares 1,683 Est. Cost $121.91 Unrealized
WASTE CONNECTIONS INC 0.1%
Value ($000) $257 Shares 2,827 Est. Cost $69.51 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $247 Shares 2,170 Est. Cost $55.02 Unrealized +85.5%
IVV ISHARES TR 0.1%
Value ($000) $245 Shares 759 Est. Cost $322.79 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $244 Shares 772 Est. Cost $24.12 Unrealized +7.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $237 Shares 3,820 Est. Cost $61.95 Unrealized -9.0%
FEDEX CORP 0.1%
Value ($000) $233 Shares 1,542 Est. Cost $151.10 Unrealized
ACCENTURE PLC IRELAND 0.1%
Value ($000) $226 Shares 1,072 Est. Cost $176.08 Unrealized
FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $215 Shares 4,747 Est. Cost $44.45 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $214 Shares 1,554 Est. Cost $93.94 Unrealized +15.8%
EEM ISHARES TR 0.1%
Value ($000) $212 Shares 4,723 Est. Cost $44.89 Unrealized
BLACKROCK INC 0.1%
Value ($000) $206 Shares 410 Est. Cost $502.44 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $202 Shares 5,602 Est. Cost $30.92 Unrealized +5.6%
BBY BEST BUY INC 0.1%
Value ($000) $201 Shares 2,284 Est. Cost $59.90 Unrealized 0.0%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $148 Shares 11,524 Est. Cost $15.25 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $146 Shares 11,596 Est. Cost $8.62 Unrealized 0.0%
DENBURY RES INC 0.0%
Value ($000) $31 Shares 22,235 Est. Cost $1.39 Unrealized