WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 23, 2020

Total Value ($000): $4,633,937 (100.0% shares, 0.0% debt)

Holdings (353)

AAPL APPLE INC 4.8%
Value ($000) $222,338 Shares 1,919,854 Est. Cost $84.90 Unrealized +24.8%
MSFT MICROSOFT CORP 4.2%
Value ($000) $193,792 Shares 921,369 Est. Cost $34.74 Unrealized +477.8%
DHR DANAHER CORPORATION 3.3%
Value ($000) $152,168 Shares 706,672 Est. Cost $27.02 Unrealized +543.0%
V VISA INC 3.2%
Value ($000) $149,963 Shares 749,929 Est. Cost $59.76 Unrealized +221.7%
ANSYS INC 3.2%
Value ($000) $147,678 Shares 451,300 Est. Cost $94.54 Unrealized
HD HOME DEPOT INC 2.6%
Value ($000) $120,414 Shares 433,597 Est. Cost $61.54 Unrealized +286.2%
PG PROCTER AND GAMBLE CO 2.4%
Value ($000) $112,898 Shares 812,271 Est. Cost $55.73 Unrealized +108.8%
SYK STRYKER CORPORATION 2.4%
Value ($000) $110,243 Shares 529,065 Est. Cost $58.30 Unrealized +215.0%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $110,049 Shares 739,175 Est. Cost $64.03 Unrealized +98.3%
ORLY OREILLY AUTOMOTIVE INC 2.3%
Value ($000) $107,729 Shares 233,646 Est. Cost $7.19 Unrealized +322.4%
KMX CARMAX INC 2.0%
Value ($000) $94,228 Shares 1,025,218 Est. Cost $45.87 Unrealized +117.8%
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $90,961 Shares 168,067 Est. Cost $0.65 Unrealized +1673.6%
GOOG ALPHABET INC 1.9%
Value ($000) $87,192 Shares 59,331 Est. Cost $39.56 Unrealized +91.4%
FISV FISERV INC 1.9%
Value ($000) $86,599 Shares 840,355 Est. Cost $51.20 Unrealized +94.5%
PEP PEPSICO INC 1.8%
Value ($000) $82,886 Shares 598,019 Est. Cost $56.00 Unrealized +105.7%
ECL ECOLAB INC 1.7%
Value ($000) $79,611 Shares 398,373 Est. Cost $82.04 Unrealized +129.7%
IDXX IDEXX LABS INC 1.5%
Value ($000) $71,177 Shares 181,062 Est. Cost $68.28 Unrealized +441.5%
ABT ABBOTT LABS 1.5%
Value ($000) $71,111 Shares 653,409 Est. Cost $53.69 Unrealized +72.0%
MTD METTLER TOLEDO INTERNATIONAL 1.5%
Value ($000) $69,990 Shares 72,471 Est. Cost $281.31 Unrealized +229.8%
ROP ROPER TECHNOLOGIES INC 1.5%
Value ($000) $69,044 Shares 174,746 Est. Cost $178.76 Unrealized +125.3%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $67,094 Shares 696,936 Est. Cost $46.75 Unrealized +82.8%
RTX RAYTHEON TECHNOLOGIES CORP 1.4%
Value ($000) $66,087 Shares 1,148,546 Est. Cost $54.61 Unrealized -1.7%
MCD MCDONALDS CORP 1.4%
Value ($000) $66,029 Shares 300,827 Est. Cost $72.20 Unrealized +151.3%
RMD RESMED INC 1.1%
Value ($000) $52,500 Shares 306,250 Est. Cost $53.48 Unrealized +229.9%
META FACEBOOK INC 1.1%
Value ($000) $51,380 Shares 196,184 Est. Cost $112.73 Unrealized +127.2%
VRTX VERTEX PHARMACEUTICALS INC 1.1%
Value ($000) $50,255 Shares 184,682 Est. Cost $86.63 Unrealized +218.4%
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $49,175 Shares 1,062,993 Est. Cost $29.48 Unrealized +27.6%
AMZN AMAZON COM INC 1.0%
Value ($000) $46,963 Shares 14,915 Est. Cost $82.88 Unrealized +90.2%
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value ($000) $45,582 Shares 134,529 Est. Cost $265.89 Unrealized
WSO WATSCO INC 1.0%
Value ($000) $44,311 Shares 190,262 Est. Cost $164.41 Unrealized +37.0%
CB CHUBB LIMITED 0.9%
Value ($000) $41,924 Shares 361,036 Est. Cost $119.79 Unrealized -3.3%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $41,395 Shares 116,606 Est. Cost $99.86 Unrealized +209.5%
BALL BALL CORP 0.9%
Value ($000) $40,602 Shares 488,463 Est. Cost $58.87 Unrealized +22.4%
CHD CHURCH & DWIGHT INC 0.9%
Value ($000) $40,297 Shares 430,003 Est. Cost $41.41 Unrealized +105.8%
PAYX PAYCHEX INC 0.9%
Value ($000) $39,701 Shares 497,689 Est. Cost $25.02 Unrealized +158.0%
INTC INTEL CORP 0.8%
Value ($000) $38,900 Shares 751,248 Est. Cost $17.97 Unrealized +158.9%
TJX TJX COS INC NEW 0.8%
Value ($000) $38,862 Shares 698,329 Est. Cost $36.68 Unrealized +36.4%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $36,992 Shares 265,196 Est. Cost $77.04 Unrealized +62.2%
MRK MERCK & CO. INC 0.8%
Value ($000) $36,380 Shares 438,578 Est. Cost $30.22 Unrealized +118.1%
ABBV ABBVIE INC 0.8%
Value ($000) $35,306 Shares 403,093 Est. Cost $78.53 Unrealized -2.8%
PFF ISHARES TR 0.7%
Value ($000) $33,491 Shares 918,811 Est. Cost $37.05 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $33,231 Shares 22,674 Est. Cost $39.68 Unrealized +90.6%
AMP AMERIPRISE FINL INC 0.7%
Value ($000) $32,512 Shares 210,966 Est. Cost $96.15 Unrealized +47.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $32,227 Shares 65,711 Est. Cost $264.61 Unrealized +75.8%
SWK STANLEY BLACK & DECKER INC 0.7%
Value ($000) $31,231 Shares 192,552 Est. Cost $99.13 Unrealized +32.3%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $29,776 Shares 67,441 Est. Cost $211.16 Unrealized +92.9%
PFE PFIZER INC 0.6%
Value ($000) $28,925 Shares 788,188 Est. Cost $16.46 Unrealized +64.7%
MMM 3M CO 0.6%
Value ($000) $28,799 Shares 179,785 Est. Cost $61.85 Unrealized +78.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $28,277 Shares 475,321 Est. Cost $29.50 Unrealized +44.3%
EMLP FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $27,197 Shares 1,428,418 Est. Cost $23.76 Unrealized
GLAXOSMITHKLINE PLC 0.5%
Value ($000) $24,544 Shares 652,081 Est. Cost $47.55 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.5%
Value ($000) $24,128 Shares 228,530 Est. Cost $83.78 Unrealized +16.6%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $22,729 Shares 364,119 Est. Cost $47.48 Unrealized +18.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $22,338 Shares 310,249 Est. Cost $71.72 Unrealized -7.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $21,825 Shares 102,492 Est. Cost $138.66 Unrealized +47.5%
BAC BK OF AMERICA CORP 0.5%
Value ($000) $21,481 Shares 891,699 Est. Cost $17.70 Unrealized +23.3%
FTV FORTIVE CORP 0.5%
Value ($000) $21,294 Shares 279,413 Est. Cost $32.28 Unrealized +38.1%
KO COCA COLA CO 0.5%
Value ($000) $21,190 Shares 429,198 Est. Cost $28.42 Unrealized +43.5%
LQD ISHARES TR 0.5%
Value ($000) $20,996 Shares 155,855 Est. Cost $114.57 Unrealized
CGNX COGNEX CORP 0.5%
Value ($000) $20,960 Shares 321,961 Est. Cost $33.46 Unrealized +82.1%
EW EDWARDS LIFESCIENCES CORP 0.4%
Value ($000) $20,176 Shares 252,779 Est. Cost $53.17 Unrealized +46.7%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $19,806 Shares 85,120 Est. Cost $104.63 Unrealized +115.4%
AFL AFLAC INC 0.4%
Value ($000) $19,426 Shares 534,414 Est. Cost $36.80 Unrealized -12.8%
CSCO CISCO SYS INC 0.4%
Value ($000) $19,229 Shares 488,164 Est. Cost $22.15 Unrealized +67.4%
IRM IRON MTN INC NEW 0.4%
Value ($000) $19,057 Shares 711,331 Est. Cost $20.88 Unrealized +6.4%
LLY LILLY ELI & CO 0.4%
Value ($000) $19,003 Shares 128,384 Est. Cost $44.50 Unrealized +227.6%
LINDE PLC 0.4%
Value ($000) $18,274 Shares 76,740 Est. Cost $175.93 Unrealized
DOV DOVER CORP 0.4%
Value ($000) $18,109 Shares 167,149 Est. Cost $40.61 Unrealized +145.5%
QCOM QUALCOMM INC 0.4%
Value ($000) $18,061 Shares 153,478 Est. Cost $45.19 Unrealized +110.6%
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $17,359 Shares 377,284 Est. Cost $48.18 Unrealized
MZTI LANCASTER COLONY CORP 0.4%
Value ($000) $17,136 Shares 95,841 Est. Cost $82.72 Unrealized +102.5%
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $16,934 Shares 366,225 Est. Cost $43.60 Unrealized +6.8%
WMT WALMART INC 0.4%
Value ($000) $16,747 Shares 119,699 Est. Cost $21.42 Unrealized +92.9%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value ($000) $16,287 Shares 179,927 Est. Cost $31.69 Unrealized +152.4%
MDT MEDTRONIC PLC 0.3%
Value ($000) $16,181 Shares 155,712 Est. Cost $77.06 Unrealized +11.9%
SBUX STARBUCKS CORP 0.3%
Value ($000) $16,178 Shares 188,292 Est. Cost $52.78 Unrealized +34.1%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $16,089 Shares 9,405 Est. Cost $1924.11 Unrealized -10.2%
CTAS CINTAS CORP 0.3%
Value ($000) $15,401 Shares 46,273 Est. Cost $18.07 Unrealized +303.4%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $15,284 Shares 399,995 Est. Cost $13.03 Unrealized +195.8%
CMI CUMMINS INC 0.3%
Value ($000) $14,420 Shares 68,287 Est. Cost $112.01 Unrealized +56.1%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $13,653 Shares 397,667 Est. Cost $53.69 Unrealized -39.8%
T AT&T INC 0.3%
Value ($000) $13,276 Shares 465,644 Est. Cost $15.62 Unrealized -0.4%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $13,274 Shares 44,563 Est. Cost $111.65 Unrealized +125.5%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $12,912 Shares 214,159 Est. Cost $34.67 Unrealized +40.2%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $12,904 Shares 260,690 Est. Cost $51.57 Unrealized -14.7%
VEA VANGUARD TAX-MANAGED INTL FD 0.3%
Value ($000) $12,845 Shares 314,067 Est. Cost $38.28 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $12,620 Shares 229,822 Est. Cost $69.26 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $11,544 Shares 69,277 Est. Cost $57.21 Unrealized +105.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $10,607 Shares 31,673 Est. Cost $210.32 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $10,438 Shares 55,083 Est. Cost $185.69 Unrealized -10.1%
EMR EMERSON ELEC CO 0.2%
Value ($000) $10,202 Shares 155,599 Est. Cost $40.52 Unrealized +45.1%
SYY SYSCO CORP 0.2%
Value ($000) $9,800 Shares 157,514 Est. Cost $25.67 Unrealized +96.4%
CHKP CHECK POINT SOFTWARE TECH LT 0.2%
Value ($000) $9,789 Shares 81,348 Est. Cost $113.75 Unrealized +7.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $9,761 Shares 80,227 Est. Cost $118.56 Unrealized -20.8%
AMGN AMGEN INC 0.2%
Value ($000) $9,617 Shares 37,840 Est. Cost $123.98 Unrealized +69.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $9,539 Shares 66,550 Est. Cost $11.66 Unrealized +126.2%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $9,481 Shares 310,462 Est. Cost $17.13 Unrealized +53.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $9,462 Shares 94,393 Est. Cost $78.94 Unrealized +16.4%
USB US BANCORP DEL 0.2%
Value ($000) $9,439 Shares 263,257 Est. Cost $24.46 Unrealized +18.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $9,373 Shares 75,533 Est. Cost $67.15 Unrealized +81.9%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $7,894 Shares 34,934 Est. Cost $163.40 Unrealized +29.9%
ORCL ORACLE CORP 0.2%
Value ($000) $7,882 Shares 132,026 Est. Cost $31.69 Unrealized +66.5%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $7,598 Shares 10,905 Est. Cost $53.48 Unrealized +289.4%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $7,556 Shares 82,097 Est. Cost $67.59 Unrealized +36.4%
CVS CVS HEALTH CORP 0.2%
Value ($000) $7,442 Shares 127,426 Est. Cost $49.30 Unrealized +6.3%
NVS NOVARTIS AG 0.2%
Value ($000) $7,404 Shares 85,144 Est. Cost $75.52 Unrealized
NKE NIKE INC 0.2%
Value ($000) $7,371 Shares 58,706 Est. Cost $79.27 Unrealized +25.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $7,350 Shares 82,994 Est. Cost $44.12 Unrealized +51.2%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $7,343 Shares 95,171 Est. Cost $50.53 Unrealized +33.3%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $6,600 Shares 70,604 Est. Cost $84.15 Unrealized
VMWARE INC 0.1%
Value ($000) $5,925 Shares 41,243 Est. Cost $129.26 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $5,779 Shares 168,493 Est. Cost $27.32 Unrealized +21.2%
UNP UNION PAC CORP 0.1%
Value ($000) $5,665 Shares 28,775 Est. Cost $75.46 Unrealized +118.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $5,656 Shares 91,697 Est. Cost $33.03 Unrealized +57.8%
MCO MOODYS CORP 0.1%
Value ($000) $5,606 Shares 19,341 Est. Cost $104.46 Unrealized +161.2%
STT STATE STR CORP 0.1%
Value ($000) $5,287 Shares 89,100 Est. Cost $45.63 Unrealized +19.4%
RPM RPM INTL INC 0.1%
Value ($000) $5,244 Shares 63,296 Est. Cost $59.09 Unrealized +38.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $5,207 Shares 103,189 Est. Cost $45.85 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $5,034 Shares 18,137 Est. Cost $20.15 Unrealized +199.1%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $4,963 Shares 33,612 Est. Cost $65.69 Unrealized +88.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $4,959 Shares 59,704 Est. Cost $82.01 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $4,944 Shares 33,002 Est. Cost $132.56 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $4,800 Shares 24,844 Est. Cost $84.57 Unrealized +97.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $4,774 Shares 33,437 Est. Cost $40.85 Unrealized +186.0%
CSL CARLISLE COS INC 0.1%
Value ($000) $4,672 Shares 38,171 Est. Cost $124.00 Unrealized -7.1%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $4,670 Shares 32,231 Est. Cost $95.95 Unrealized +33.2%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $4,348 Shares 60,511 Est. Cost $61.94 Unrealized -1.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $4,346 Shares 12,848 Est. Cost $167.97 Unrealized +87.9%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $4,312 Shares 28,912 Est. Cost $61.55 Unrealized +106.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $4,142 Shares 43,747 Est. Cost $17.13 Unrealized +346.6%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $4,076 Shares 67,907 Est. Cost $60.05 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $3,816 Shares 19,965 Est. Cost $114.70 Unrealized +60.3%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $3,675 Shares 84,841 Est. Cost $68.20 Unrealized -37.5%
ISHARES GOLD TRUST 0.1%
Value ($000) $3,482 Shares 193,535 Est. Cost $12.05 Unrealized
AOS SMITH A O CORP 0.1%
Value ($000) $3,382 Shares 64,073 Est. Cost $43.85 Unrealized +3.4%
LOW LOWES COS INC 0.1%
Value ($000) $3,299 Shares 19,898 Est. Cost $45.78 Unrealized +205.5%
DXJ WISDOMTREE TR 0.1%
Value ($000) $3,240 Shares 66,108 Est. Cost $48.76 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $3,196 Shares 27,380 Est. Cost $61.94 Unrealized +71.9%
IWO ISHARES TR 0.1%
Value ($000) $3,142 Shares 14,180 Est. Cost $164.08 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $3,002 Shares 481,954 Est. Cost $23.28 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $2,919 Shares 124,173 Est. Cost $28.87 Unrealized -24.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $2,818 Shares 44,597 Est. Cost $39.92 Unrealized +40.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2,687 Shares 8,519 Est. Cost $86.94 Unrealized +242.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,686 Shares 62,135 Est. Cost $42.24 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $2,617 Shares 50,664 Est. Cost $27.74 Unrealized +58.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,587 Shares 9,310 Est. Cost $174.22 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $2,583 Shares 13,111 Est. Cost $41.69 Unrealized +350.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $2,461 Shares 18,083 Est. Cost $67.88 Unrealized +84.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $2,456 Shares 6,409 Est. Cost $232.22 Unrealized +41.7%
SDY SPDR SER TR 0.0%
Value ($000) $2,253 Shares 24,379 Est. Cost $101.05 Unrealized
STERICYCLE INC 0.0%
Value ($000) $2,165 Shares 34,340 Est. Cost $110.43 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2,129 Shares 7,244 Est. Cost $124.08 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $2,030 Shares 8,397 Est. Cost $116.67 Unrealized +85.7%
EEM ISHARES TR 0.0%
Value ($000) $2,009 Shares 45,547 Est. Cost $39.77 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $2,003 Shares 5,959 Est. Cost $270.87 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2,002 Shares 163,732 Est. Cost $20.41 Unrealized -37.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1,986 Shares 12,068 Est. Cost $89.52 Unrealized +48.8%
VARIAN MED SYS INC 0.0%
Value ($000) $1,949 Shares 11,329 Est. Cost $68.56 Unrealized
SVC SERVICE PPTYS TR 0.0%
Value ($000) $1,937 Shares 243,689 Est. Cost $25.70 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $1,936 Shares 10,449 Est. Cost $176.94 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1,926 Shares 15,219 Est. Cost $121.33 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1,913 Shares 53,282 Est. Cost $75.74 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $1,880 Shares 11,102 Est. Cost $190.77 Unrealized -15.6%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,871 Shares 49,144 Est. Cost $35.24 Unrealized -16.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,848 Shares 16,114 Est. Cost $36.43 Unrealized +190.0%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $1,847 Shares 107,647 Est. Cost $15.91 Unrealized -17.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1,759 Shares 23,452 Est. Cost $52.65 Unrealized +11.8%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,726 Shares 16,208 Est. Cost $58.06 Unrealized +56.2%
MAS MASCO CORP 0.0%
Value ($000) $1,662 Shares 30,153 Est. Cost $15.11 Unrealized +237.7%
EFA ISHARES TR 0.0%
Value ($000) $1,640 Shares 25,774 Est. Cost $61.95 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $1,591 Shares 24,965 Est. Cost $48.93 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $1,536 Shares 9,865 Est. Cost $86.57 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $1,511 Shares 1,477 Est. Cost $14.55 Unrealized +583.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,433 Shares 3,976 Est. Cost $103.21 Unrealized +226.9%
BP BP PLC 0.0%
Value ($000) $1,425 Shares 81,586 Est. Cost $37.39 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,399 Shares 13,300 Est. Cost $5.95 Unrealized +307.1%
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $1,349 Shares 96,150 Est. Cost $14.72 Unrealized
DE DEERE & CO 0.0%
Value ($000) $1,326 Shares 5,985 Est. Cost $88.65 Unrealized +102.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,310 Shares 13,512 Est. Cost $34.32 Unrealized +127.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,275 Shares 22,988 Est. Cost $25.91 Unrealized -18.6%
CRM SALESFORCE COM INC 0.0%
Value ($000) $1,271 Shares 5,057 Est. Cost $119.19 Unrealized +81.4%
DVY ISHARES TR 0.0%
Value ($000) $1,262 Shares 15,473 Est. Cost $78.23 Unrealized
INTU INTUIT 0.0%
Value ($000) $1,258 Shares 3,856 Est. Cost $167.67 Unrealized +80.5%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,229 Shares 11,665 Est. Cost $115.27 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $1,228 Shares 10,396 Est. Cost $116.86 Unrealized
CVGW CALAVO GROWERS INC 0.0%
Value ($000) $1,220 Shares 18,413 Est. Cost $65.05 Unrealized -14.6%
IWB ISHARES TR 0.0%
Value ($000) $1,191 Shares 6,360 Est. Cost $96.29 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $1,162 Shares 13,905 Est. Cost $50.79 Unrealized +37.5%
AVGO BROADCOM INC 0.0%
Value ($000) $1,156 Shares 3,175 Est. Cost $20.02 Unrealized +48.1%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $1,116 Shares 3,629 Est. Cost $213.38 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $1,090 Shares 7,913 Est. Cost $139.84 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $1,087 Shares 6,910 Est. Cost $45.37 Unrealized +161.5%
OZK BANK OZK 0.0%
Value ($000) $1,087 Shares 50,982 Est. Cost $26.47 Unrealized -27.5%
IWF ISHARES TR 0.0%
Value ($000) $1,068 Shares 4,925 Est. Cost $104.70 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,066 Shares 9,704 Est. Cost $66.05 Unrealized +34.3%
DOW DOW INC 0.0%
Value ($000) $1,064 Shares 22,608 Est. Cost $36.37 Unrealized -7.9%
IWR ISHARES TR 0.0%
Value ($000) $1,048 Shares 18,277 Est. Cost $64.76 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,043 Shares 16,100 Est. Cost $23.20 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $1,024 Shares 1,346 Est. Cost $593.51 Unrealized +15.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,022 Shares 26,441 Est. Cost $33.06 Unrealized -17.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,007 Shares 30,630 Est. Cost $42.75 Unrealized -27.0%
BLACKROCK INC 0.0%
Value ($000) $1,003 Shares 1,780 Est. Cost $418.51 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $961 Shares 49,561 Est. Cost $19.39 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $957 Shares 7,250 Est. Cost $50.87 Unrealized +140.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $943 Shares 3,025 Est. Cost $158.37 Unrealized +77.6%
CF CF INDS HLDGS INC 0.0%
Value ($000) $925 Shares 30,117 Est. Cost $36.58 Unrealized -22.9%
WAT WATERS CORP 0.0%
Value ($000) $924 Shares 4,725 Est. Cost $111.44 Unrealized +86.5%
IT GARTNER INC 0.0%
Value ($000) $890 Shares 7,122 Est. Cost $59.25 Unrealized +114.6%
BARRICK GOLD CORP 0.0%
Value ($000) $883 Shares 31,373 Est. Cost $15.89 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $874 Shares 8,728 Est. Cost $61.62 Unrealized +48.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $873 Shares 1,230 Est. Cost $102.15 Unrealized +119.8%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $862 Shares 39,700 Est. Cost $22.78 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $858 Shares 5,820 Est. Cost $90.26 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $857 Shares 20,300 Est. Cost $38.41 Unrealized +11.1%
XYL XYLEM INC 0.0%
Value ($000) $839 Shares 9,984 Est. Cost $38.43 Unrealized +90.2%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $814 Shares 44,375 Est. Cost $15.45 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $803 Shares 6,572 Est. Cost $90.85 Unrealized +15.9%
UNILEVER PLC 0.0%
Value ($000) $785 Shares 12,724 Est. Cost $55.43 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $756 Shares 3,517 Est. Cost $91.54 Unrealized +116.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $754 Shares 13,997 Est. Cost $105.44 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $752 Shares 7,989 Est. Cost $59.53 Unrealized +37.4%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $712 Shares 4,380 Est. Cost $87.93 Unrealized +84.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $711 Shares 12,850 Est. Cost $46.02 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $694 Shares 12,797 Est. Cost $30.33 Unrealized +43.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $688 Shares 11,955 Est. Cost $26.24 Unrealized +85.1%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $683 Shares 2,195 Est. Cost $105.96 Unrealized +170.2%
VFC V F CORP 0.0%
Value ($000) $664 Shares 9,438 Est. Cost $72.27 Unrealized -10.6%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $648 Shares 5,718 Est. Cost $42.47 Unrealized +138.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $648 Shares 9,396 Est. Cost $52.81 Unrealized +9.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $643 Shares 6,371 Est. Cost $42.39 Unrealized +119.9%
HUBB HUBBELL INC 0.0%
Value ($000) $620 Shares 4,530 Est. Cost $79.33 Unrealized +58.1%
IWY ISHARES TR 0.0%
Value ($000) $614 Shares 5,061 Est. Cost $121.32 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $593 Shares 3,860 Est. Cost $127.77 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $590 Shares 4,114 Est. Cost $71.21 Unrealized +75.3%
ROST ROSS STORES INC 0.0%
Value ($000) $583 Shares 6,250 Est. Cost $50.67 Unrealized +67.5%
IJR ISHARES TR 0.0%
Value ($000) $582 Shares 8,281 Est. Cost $81.34 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $581 Shares 2,873 Est. Cost $165.45 Unrealized +10.5%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $579 Shares 1,232 Est. Cost $179.93 Unrealized +77.7%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $577 Shares 3,269 Est. Cost $161.19 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $575 Shares 10,500 Est. Cost $52.86 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $572 Shares 14,187 Est. Cost $47.18 Unrealized -9.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $571 Shares 8,225 Est. Cost $49.29 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $567 Shares 5,460 Est. Cost $48.94 Unrealized +97.1%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $561 Shares 14,305 Est. Cost $37.94 Unrealized
EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $555 Shares 24,776 Est. Cost $23.13 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $533 Shares 2,178 Est. Cost $24.70 Unrealized +68.4%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $511 Shares 6,561 Est. Cost $43.90 Unrealized +54.9%
BCE BCE INC 0.0%
Value ($000) $503 Shares 12,134 Est. Cost $29.91 Unrealized -2.1%
TSLA TESLA INC 0.0%
Value ($000) $493 Shares 1,150 Est. Cost $105.27 Unrealized +12.2%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $486 Shares 11,103 Est. Cost $58.93 Unrealized -25.0%
BIIB BIOGEN INC 0.0%
Value ($000) $468 Shares 1,651 Est. Cost $313.34 Unrealized -11.0%
UNILEVER N V 0.0%
Value ($000) $457 Shares 7,572 Est. Cost $39.57 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $447 Shares 11,260 Est. Cost $30.81 Unrealized
CSX CSX CORP 0.0%
Value ($000) $443 Shares 5,700 Est. Cost $7.72 Unrealized +197.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $442 Shares 28,406 Est. Cost $55.15 Unrealized -70.0%
NFLX NETFLIX INC 0.0%
Value ($000) $433 Shares 864 Est. Cost $32.55 Unrealized +52.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $422 Shares 4,429 Est. Cost $71.96 Unrealized +11.2%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $420 Shares 105,206 Est. Cost $37.85 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $420 Shares 3,565 Est. Cost $107.78 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $419 Shares 1,815 Est. Cost $154.25 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $414 Shares 11,527 Est. Cost $65.55 Unrealized -46.8%
PTC PTC INC 0.0%
Value ($000) $414 Shares 5,000 Est. Cost $41.61 Unrealized +104.7%
MORN MORNINGSTAR INC 0.0%
Value ($000) $407 Shares 2,538 Est. Cost $69.32 Unrealized +127.9%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $404 Shares 3,131 Est. Cost $104.43 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $401 Shares 5,084 Est. Cost $43.79 Unrealized +41.7%
EATON VANCE CORP 0.0%
Value ($000) $399 Shares 10,465 Est. Cost $39.23 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $398 Shares 4,800 Est. Cost $36.53 Unrealized +102.4%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $392 Shares 3,362 Est. Cost $64.37 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $388 Shares 63,106 Est. Cost $17.12 Unrealized
JD JD.COM INC 0.0%
Value ($000) $388 Shares 5,000 Est. Cost $40.60 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $388 Shares 2,803 Est. Cost $124.28 Unrealized +5.4%
PSX PHILLIPS 66 0.0%
Value ($000) $385 Shares 7,415 Est. Cost $45.89 Unrealized +6.9%
IJK ISHARES TR 0.0%
Value ($000) $384 Shares 1,605 Est. Cost $178.99 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $382 Shares 1,235 Est. Cost $239.75 Unrealized +43.7%
IWX ISHARES TR 0.0%
Value ($000) $380 Shares 7,437 Est. Cost $51.10 Unrealized
MET METLIFE INC 0.0%
Value ($000) $377 Shares 10,140 Est. Cost $26.23 Unrealized +22.0%
TIFFANY & CO NEW 0.0%
Value ($000) $375 Shares 3,236 Est. Cost $86.42 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $375 Shares 7,150 Est. Cost $57.28 Unrealized
SPDR SER TR 0.0%
Value ($000) $370 Shares 6,075 Est. Cost $86.33 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $368 Shares 1,983 Est. Cost $160.16 Unrealized +10.4%
MOO VANECK VECTORS ETF TR 0.0%
Value ($000) $368 Shares 5,450 Est. Cost $48.21 Unrealized
BA BOEING CO 0.0%
Value ($000) $364 Shares 2,201 Est. Cost $108.94 Unrealized +56.4%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $354 Shares 3,250 Est. Cost $78.18 Unrealized +39.8%
WEX WEX INC 0.0%
Value ($000) $351 Shares 2,525 Est. Cost $150.30 Unrealized +4.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $349 Shares 11,962 Est. Cost $21.95 Unrealized +0.2%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $349 Shares 1,000 Est. Cost $198.07 Unrealized +74.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $348 Shares 1,960 Est. Cost $155.73 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $348 Shares 5,730 Est. Cost $73.98 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $342 Shares 3,155 Est. Cost $93.85 Unrealized +9.2%
HUM HUMANA INC 0.0%
Value ($000) $339 Shares 819 Est. Cost $300.46 Unrealized +27.5%
RIO RIO TINTO PLC 0.0%
Value ($000) $333 Shares 5,508 Est. Cost $56.28 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $333 Shares 8,177 Est. Cost $28.59 Unrealized +41.4%
CTVA CORTEVA INC 0.0%
Value ($000) $328 Shares 11,374 Est. Cost $26.67 Unrealized -0.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $328 Shares 5,518 Est. Cost $35.05 Unrealized +68.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $327 Shares 2,087 Est. Cost $93.17 Unrealized +46.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $326 Shares 11,100 Est. Cost $32.12 Unrealized -6.2%
HUBS HUBSPOT INC 0.0%
Value ($000) $323 Shares 1,106 Est. Cost $179.84 Unrealized +45.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $322 Shares 3,950 Est. Cost $69.45 Unrealized -2.4%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $318 Shares 1,457 Est. Cost $176.07 Unrealized +8.4%
FLOT ISHARES TR 0.0%
Value ($000) $317 Shares 6,250 Est. Cost $50.86 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $316 Shares 2,810 Est. Cost $114.29 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $313 Shares 1,765 Est. Cost $155.39 Unrealized +6.4%
KELLOGG CO 0.0%
Value ($000) $309 Shares 4,789 Est. Cost $41.22 Unrealized +26.8%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $306 Shares 1,627 Est. Cost $138.91 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $301 Shares 2,220 Est. Cost $174.32 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $299 Shares 839 Est. Cost $272.11 Unrealized +19.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $296 Shares 1,475 Est. Cost $186.05 Unrealized -3.8%
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $292 Shares 2,493 Est. Cost $82.23 Unrealized
HPQ HP INC 0.0%
Value ($000) $288 Shares 15,148 Est. Cost $15.85 Unrealized -4.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $285 Shares 4,441 Est. Cost $64.17 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $280 Shares 3,000 Est. Cost $66.09 Unrealized +41.9%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $280 Shares 4,100 Est. Cost $135.62 Unrealized -48.5%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $276 Shares 1,500 Est. Cost $118.30 Unrealized +45.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $274 Shares 3,410 Est. Cost $41.82 Unrealized +79.8%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $267 Shares 3,000 Est. Cost $66.70 Unrealized +26.1%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $260 Shares 17,264 Est. Cost $10.10 Unrealized
NBN NORTHEAST BK LEWISTON ME 0.0%
Value ($000) $258 Shares 14,000 Est. Cost $21.29 Unrealized -16.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $257 Shares 16,250 Est. Cost $46.09 Unrealized
MOAT VANECK VECTORS ETF TR 0.0%
Value ($000) $255 Shares 4,675 Est. Cost $37.62 Unrealized
FORM FORMFACTOR INC 0.0%
Value ($000) $249 Shares 10,000 Est. Cost $6.99 Unrealized +299.2%
EBAY EBAY INC. 0.0%
Value ($000) $245 Shares 4,697 Est. Cost $38.43 Unrealized +30.7%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $245 Shares 4,700 Est. Cost $39.22 Unrealized +13.5%
TWITTER INC 0.0%
Value ($000) $245 Shares 5,500 Est. Cost $44.55 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $244 Shares 4,435 Est. Cost $37.70 Unrealized +17.0%
GL GLOBE LIFE INC 0.0%
Value ($000) $242 Shares 3,025 Est. Cost $86.06 Unrealized -11.3%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $239 Shares 1,965 Est. Cost $93.73 Unrealized +11.7%
SVB FINANCIAL GROUP 0.0%
Value ($000) $239 Shares 990 Est. Cost $216.16 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $229 Shares 1,312 Est. Cost $162.81 Unrealized 0.0%
SMG SCOTTS MIRACLE GRO CO 0.0%
Value ($000) $228 Shares 1,494 Est. Cost $125.65 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $227 Shares 2,486 Est. Cost $76.84 Unrealized +8.5%
ENTG ENTEGRIS INC 0.0%
Value ($000) $223 Shares 3,000 Est. Cost $65.62 Unrealized 0.0%
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $221 Shares 7,283 Est. Cost $30.34 Unrealized
GXC SPDR INDEX SHS FDS 0.0%
Value ($000) $220 Shares 1,850 Est. Cost $118.92 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $219 Shares 1,979 Est. Cost $110.66 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $218 Shares 5,303 Est. Cost $39.70 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $217 Shares 1,695 Est. Cost $95.54 Unrealized +9.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $216 Shares 4,590 Est. Cost $52.58 Unrealized -15.2%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $212 Shares 340 Est. Cost $215.58 Unrealized +173.7%
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $211 Shares 3,600 Est. Cost $58.61 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $209 Shares 1,222 Est. Cost $143.62 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $209 Shares 4,644 Est. Cost $20.06 Unrealized 0.0%
GOVT ISHARES TR 0.0%
Value ($000) $207 Shares 7,395 Est. Cost $27.99 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $207 Shares 1,200 Est. Cost $158.12 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $206 Shares 2,074 Est. Cost $115.71 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $203 Shares 951 Est. Cost $179.92 Unrealized 0.0%
AMCOR PLC 0.0%
Value ($000) $195 Shares 17,660 Est. Cost $7.88 Unrealized +10.5%
NORDSTROM INC 0.0%
Value ($000) $189 Shares 15,912 Est. Cost $39.63 Unrealized
SRRK SCHOLAR ROCK HLDG CORP 0.0%
Value ($000) $186 Shares 10,500 Est. Cost $14.87 Unrealized 0.0%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $177 Shares 20,000 Est. Cost $7.48 Unrealized +13.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $148 Shares 12,032 Est. Cost $10.12 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $142 Shares 15,148 Est. Cost $11.43 Unrealized -29.3%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $124 Shares 12,000 Est. Cost $24.50 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $85 Shares 11,500 Est. Cost $9.48 Unrealized