Forvis Mazars Wealth Advisors, LLC Diversified Active

Location: Springfield, MO

CIK: 0001352864 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 5, 2020

Total Value: $1.717B (100.0% shares, 0.0% debt)

Holdings (322)

VTI VANGUARD INDEX FDS 30.5%
Value $524M Shares 3,078,445 Share Price $170.31 Est. Cost/Share $117.42 Unrealized @ Report Date —
VEU VANGUARD INTL EQUITY INDEX F 11.9%
Value $205M Shares 4,057,829 Share Price $50.45 Est. Cost/Share $48.56 Unrealized @ Report Date —
SCZ ISHARES TR 4.3%
Value $74.49M Shares 1,262,771 Share Price $58.99 Est. Cost/Share $48.73 Unrealized @ Report Date —
IVV ISHARES TR 3.7%
Value $63.31M Shares 188,377 Share Price $336.06 Est. Cost/Share $191.69 Unrealized @ Report Date —
IVW ISHARES TR 2.7%
Value $47.2M Shares 204,258 Share Price $231.08 Est. Cost/Share $163.96 Unrealized @ Report Date —
IXUS ISHARES TR 2.0%
Value $34.44M Shares 590,353 Share Price $58.34 Est. Cost/Share $52.47 Unrealized @ Report Date —
IJH ISHARES TR 2.0%
Value $34.27M Shares 184,949 Share Price $185.31 Est. Cost/Share $176.12 Unrealized @ Report Date —
JKHY HENRY JACK & ASSOC INC 1.5%
Value $26.59M Shares 163,554 Share Price $162.59 Est. Cost/Share $43.71 Unrealized @ Report Date +271.6%
SCHB SCHWAB STRATEGIC TR 1.5%
Value $26.45M Shares 332,185 Share Price $79.64 Est. Cost/Share $55.43 Unrealized @ Report Date —
VUG VANGUARD INDEX FDS 1.5%
Value $25.01M Shares 109,899 Share Price $227.61 Est. Cost/Share $177.74 Unrealized @ Report Date —
VOO VANGUARD INDEX FDS 1.4%
Value $24.57M Shares 79,874 Share Price $307.65 Est. Cost/Share $254.27 Unrealized @ Report Date —
IWP ISHARES TR 1.4%
Value $23.25M Shares 134,474 Share Price $172.87 Est. Cost/Share $128.00 Unrealized @ Report Date —
AAPL APPLE INC 1.3%
Value $22.2M Shares 191,731 Share Price $115.81 * Est. Cost/Share $85.21 Unrealized @ Report Date +24.4%
IEFA ISHARES TR 1.2%
Value $20.35M Shares 337,524 Share Price $60.28 Est. Cost/Share $52.90 Unrealized @ Report Date —
PRF INVESCO EXCHANGE TRADED FD T 1.1%
Value $18.86M Shares 165,741 Share Price $113.79 Est. Cost/Share $111.80 Unrealized @ Report Date —
VO VANGUARD INDEX FDS 1.0%
Value $17.09M Shares 96,952 Share Price $176.26 Est. Cost/Share $168.40 Unrealized @ Report Date —
— WORLD GOLD TR 1.0%
Value $16.69M Shares 887,936 Share Price $18.80 Est. Cost/Share $14.36 Unrealized @ Report Date —
MSFT MICROSOFT CORP 0.9%
Value $15.65M Shares 74,411 Share Price $210.33 * Est. Cost/Share $34.05 Unrealized @ Report Date +489.6%
ITOT ISHARES TR 0.9%
Value $14.65M Shares 194,014 Share Price $75.49 Est. Cost/Share $60.46 Unrealized @ Report Date —
MGC VANGUARD WORLD FD 0.8%
Value $14.54M Shares 121,247 Share Price $119.90 Est. Cost/Share $112.91 Unrealized @ Report Date —
IJR ISHARES TR 0.8%
Value $13M Shares 185,046 Share Price $70.23 Est. Cost/Share $71.23 Unrealized @ Report Date —
SPY SPDR S&P 500 ETF TR 0.7%
Value $11.24M Shares 33,556 Share Price $334.90 Est. Cost/Share $270.25 Unrealized @ Report Date —
IVE ISHARES TR 0.6%
Value $9.712M Shares 86,367 Share Price $112.45 Est. Cost/Share $123.60 Unrealized @ Report Date —
VB VANGUARD INDEX FDS 0.6%
Value $9.462M Shares 61,519 Share Price $153.81 Est. Cost/Share $146.44 Unrealized @ Report Date —
WMT WALMART INC 0.5%
Value $9.382M Shares 67,059 Share Price $139.91 * Est. Cost/Share $32.61 Unrealized @ Report Date +26.7%
SDY SPDR SER TR 0.5%
Value $9.315M Shares 100,808 Share Price $92.40 Est. Cost/Share $79.48 Unrealized @ Report Date —
MINT PIMCO ETF TR 0.5%
Value $9.078M Shares 89,040 Share Price $101.95 Est. Cost/Share $101.80 Unrealized @ Report Date —
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value $8.716M Shares 67,742 Share Price $128.66 Est. Cost/Share $108.45 Unrealized @ Report Date —
LLY LILLY ELI & CO 0.5%
Value $8.385M Shares 56,647 Share Price $148.02 Est. Cost/Share $124.51 Unrealized @ Report Date +17.1%
GOOGL ALPHABET INC 0.5%
Value $7.908M Shares 5,396 Share Price $1465.53 * Est. Cost/Share $57.68 Unrealized @ Report Date +31.1%
ORLY OREILLY AUTOMOTIVE INC 0.4%
Value $7.632M Shares 16,553 Share Price $461.06 * Est. Cost/Share $17.28 Unrealized @ Report Date +75.9%
EFA ISHARES TR 0.4%
Value $7.538M Shares 118,425 Share Price $63.65 Est. Cost/Share $63.68 Unrealized @ Report Date —
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value $7.16M Shares 165,576 Share Price $43.24 Est. Cost/Share $41.03 Unrealized @ Report Date —
AGG ISHARES TR 0.4%
Value $6.416M Shares 54,349 Share Price $118.05 Est. Cost/Share $112.67 Unrealized @ Report Date —
IWV ISHARES TR 0.4%
Value $6.107M Shares 31,202 Share Price $195.72 Est. Cost/Share $102.12 Unrealized @ Report Date —
IWF ISHARES TR 0.3%
Value $5.989M Shares 27,615 Share Price $216.87 Est. Cost/Share $149.06 Unrealized @ Report Date —
AMZN AMAZON COM INC 0.3%
Value $5.973M Shares 1,897 Share Price $3148.66 * Est. Cost/Share $69.85 Unrealized @ Report Date +125.7%
GOVT ISHARES TR 0.3%
Value $5.752M Shares 205,810 Share Price $27.95 Est. Cost/Share $25.40 Unrealized @ Report Date —
PG PROCTER AND GAMBLE CO 0.3%
Value $5.675M Shares 40,830 Share Price $138.99 * Est. Cost/Share $61.11 Unrealized @ Report Date +90.4%
DIS DISNEY WALT CO 0.3%
Value $5.601M Shares 45,138 Share Price $124.09 Est. Cost/Share $72.74 Unrealized @ Report Date +67.9%
VTEB VANGUARD MUN BD FDS 0.3%
Value $5.519M Shares 101,379 Share Price $54.44 Est. Cost/Share $52.33 Unrealized @ Report Date —
JPM JPMORGAN CHASE & CO 0.3%
Value $5.335M Shares 55,417 Share Price $96.27 * Est. Cost/Share $59.39 Unrealized @ Report Date +43.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $5.326M Shares 25,014 Share Price $212.92 * Est. Cost/Share $207.69 Unrealized @ Report Date -1.5%
JNJ JOHNSON & JOHNSON 0.3%
Value $5.309M Shares 35,663 Share Price $148.87 * Est. Cost/Share $85.40 Unrealized @ Report Date +48.7%
META FACEBOOK INC 0.3%
Value $5.142M Shares 19,633 Share Price $261.91 * Est. Cost/Share $173.16 Unrealized @ Report Date +47.9%
PFE PFIZER INC 0.3%
Value $5.114M Shares 139,352 Share Price $36.70 * Est. Cost/Share $20.99 Unrealized @ Report Date +29.2%
NVDA NVIDIA CORPORATION 0.3%
Value $5.088M Shares 9,401 Share Price $541.22 * Est. Cost/Share $6.39 Unrealized @ Report Date +81.5%
CSCO CISCO SYS INC 0.3%
Value $4.999M Shares 126,904 Share Price $39.39 * Est. Cost/Share $20.63 Unrealized @ Report Date +79.7%
ACN ACCENTURE PLC IRELAND 0.3%
Value $4.937M Shares 21,847 Share Price $225.98 * Est. Cost/Share $74.84 Unrealized @ Report Date +183.6%
PEP PEPSICO INC 0.3%
Value $4.753M Shares 34,291 Share Price $138.61 * Est. Cost/Share $75.07 Unrealized @ Report Date +53.4%
VYM VANGUARD WHITEHALL FDS 0.3%
Value $4.71M Shares 58,198 Share Price $80.93 Est. Cost/Share $83.72 Unrealized @ Report Date —
KE KIMBALL ELECTRONICS INC 0.2%
Value $4.262M Shares 368,642 Share Price $11.56 * Est. Cost/Share $16.09 Unrealized @ Report Date -18.5%
LOW LOWES COS INC 0.2%
Value $4.03M Shares 24,296 Share Price $165.87 * Est. Cost/Share $94.10 Unrealized @ Report Date +48.6%
MRK MERCK & CO. INC 0.2%
Value $3.51M Shares 42,318 Share Price $82.94 * Est. Cost/Share $54.38 Unrealized @ Report Date +21.2%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value $3.371M Shares 32,801 Share Price $102.77 * Est. Cost/Share $28.00 Unrealized @ Report Date +67.3%
IWB ISHARES TR 0.2%
Value $3.343M Shares 17,863 Share Price $187.15 Est. Cost/Share $137.20 Unrealized @ Report Date —
CAT CATERPILLAR INC DEL 0.2%
Value $3.198M Shares 21,445 Share Price $149.13 * Est. Cost/Share $71.91 Unrealized @ Report Date +76.3%
APH AMPHENOL CORP NEW 0.2%
Value $3.14M Shares 28,999 Share Price $108.28 * Est. Cost/Share $12.75 Unrealized @ Report Date +96.5%
CSX CSX CORP 0.2%
Value $3.079M Shares 39,648 Share Price $77.66 * Est. Cost/Share $7.83 Unrealized @ Report Date +193.2%
— APTIV PLC 0.2%
Value $3.045M Shares 33,211 Share Price $91.69 Est. Cost/Share $71.65 Unrealized @ Report Date —
CWI SPDR INDEX SHS FDS 0.2%
Value $3.026M Shares 125,806 Share Price $24.05 Est. Cost/Share $30.08 Unrealized @ Report Date —
MA MASTERCARD INCORPORATED 0.2%
Value $2.981M Shares 8,814 Share Price $338.21 * Est. Cost/Share $217.39 Unrealized @ Report Date +45.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $2.965M Shares 49,846 Share Price $59.48 * Est. Cost/Share $36.87 Unrealized @ Report Date +15.5%
BAX BAXTER INTL INC 0.2%
Value $2.955M Shares 36,740 Share Price $80.43 * Est. Cost/Share $40.33 Unrealized @ Report Date +86.5%
BAC BK OF AMERICA CORP 0.2%
Value $2.946M Shares 122,276 Share Price $24.09 * Est. Cost/Share $19.98 Unrealized @ Report Date +9.2%
TGT TARGET CORP 0.2%
Value $2.833M Shares 17,999 Share Price $157.40 * Est. Cost/Share $92.73 Unrealized @ Report Date +28.0%
TROW PRICE T ROWE GROUP INC 0.2%
Value $2.813M Shares 21,938 Share Price $128.22 * Est. Cost/Share $50.31 Unrealized @ Report Date +108.6%
XLY SELECT SECTOR SPDR TR 0.2%
Value $2.748M Shares 18,695 Share Price $146.99 Est. Cost/Share $114.48 Unrealized @ Report Date —
INTC INTEL CORP 0.2%
Value $2.73M Shares 52,715 Share Price $51.79 * Est. Cost/Share $32.36 Unrealized @ Report Date +43.8%
IWM ISHARES TR 0.2%
Value $2.636M Shares 17,597 Share Price $149.80 Est. Cost/Share $113.04 Unrealized @ Report Date —
MMM 3M CO 0.1%
Value $2.555M Shares 65,609 Share Price $38.94 * Est. Cost/Share $101.95 Unrealized @ Report Date +8.3%
HD HOME DEPOT INC 0.1%
Value $2.476M Shares 8,915 Share Price $277.73 * Est. Cost/Share $123.16 Unrealized @ Report Date +93.0%
ELV ANTHEM INC 0.1%
Value $2.461M Shares 9,163 Share Price $268.58 * Est. Cost/Share $108.62 Unrealized @ Report Date +130.2%
MCD MCDONALDS CORP 0.1%
Value $2.448M Shares 11,154 Share Price $219.47 * Est. Cost/Share $115.59 Unrealized @ Report Date +56.9%
— LABORATORY CORP AMER HLDGS 0.1%
Value $2.446M Shares 12,993 Share Price $188.26 Est. Cost/Share $113.27 Unrealized @ Report Date —
KO COCA COLA CO 0.1%
Value $2.41M Shares 48,807 Share Price $49.38 * Est. Cost/Share $33.00 Unrealized @ Report Date +23.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $2.405M Shares 5,446 Share Price $441.61 * Est. Cost/Share $255.19 Unrealized @ Report Date +59.6%
V VISA INC 0.1%
Value $2.353M Shares 11,767 Share Price $199.97 * Est. Cost/Share $105.89 Unrealized @ Report Date +81.5%
AXP AMERICAN EXPRESS CO 0.1%
Value $2.312M Shares 23,066 Share Price $100.23 * Est. Cost/Share $69.05 Unrealized @ Report Date +33.1%
CVX CHEVRON CORP NEW 0.1%
Value $2.311M Shares 32,090 Share Price $72.02 * Est. Cost/Share $75.48 Unrealized @ Report Date -11.9%
PWR QUANTA SVCS INC 0.1%
Value $2.3M Shares 43,516 Share Price $52.85 * Est. Cost/Share $36.60 Unrealized @ Report Date +25.8%
GOOG ALPHABET INC 0.1%
Value $2.253M Shares 1,533 Share Price $1469.67 * Est. Cost/Share $45.34 Unrealized @ Report Date +67.0%
FISV FISERV INC 0.1%
Value $2.249M Shares 21,827 Share Price $103.04 * Est. Cost/Share $102.22 Unrealized @ Report Date -2.6%
CL COLGATE PALMOLIVE CO 0.1%
Value $2.202M Shares 28,543 Share Price $77.15 * Est. Cost/Share $49.34 Unrealized @ Report Date +36.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $2.13M Shares 6,833 Share Price $311.72 * Est. Cost/Share $128.77 Unrealized @ Report Date +118.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $2.119M Shares 12,716 Share Price $166.64 * Est. Cost/Share $83.94 Unrealized @ Report Date +39.8%
LKFN LAKELAND FINL CORP 0.1%
Value $2.108M Shares 51,163 Share Price $41.20 * Est. Cost/Share $37.34 Unrealized @ Report Date +3.9%
COF CAPITAL ONE FINL CORP 0.1%
Value $2.107M Shares 29,318 Share Price $71.87 * Est. Cost/Share $67.40 Unrealized @ Report Date -9.5%
COP CONOCOPHILLIPS 0.1%
Value $1.997M Shares 60,805 Share Price $32.84 * Est. Cost/Share $39.51 Unrealized @ Report Date -21.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.949M Shares 16,019 Share Price $121.67 * Est. Cost/Share $98.94 Unrealized @ Report Date -5.1%
IBDR ISHARES TR 0.1%
Value $1.945M Shares 72,535 Share Price $26.81 Est. Cost/Share $25.53 Unrealized @ Report Date —
LKQ LKQ CORP 0.1%
Value $1.854M Shares 66,863 Share Price $27.73 * Est. Cost/Share $24.32 Unrealized @ Report Date +8.8%
— ISHARES TR 0.1%
Value $1.806M Shares 68,298 Share Price $26.44 Est. Cost/Share $25.54 Unrealized @ Report Date —
USMV ISHARES TR 0.1%
Value $1.797M Shares 28,196 Share Price $63.73 Est. Cost/Share $41.19 Unrealized @ Report Date —
HPQ HP INC 0.1%
Value $1.788M Shares 94,149 Share Price $18.99 * Est. Cost/Share $14.33 Unrealized @ Report Date +5.9%
SYK STRYKER CORPORATION 0.1%
Value $1.771M Shares 8,497 Share Price $208.43 * Est. Cost/Share $176.27 Unrealized @ Report Date +4.2%
DXCM DEXCOM INC 0.1%
Value $1.765M Shares 4,282 Share Price $412.19 * Est. Cost/Share $18.76 Unrealized @ Report Date +457.0%
IWR ISHARES TR 0.1%
Value $1.765M Shares 30,765 Share Price $57.37 Est. Cost/Share $92.19 Unrealized @ Report Date —
— ALEXION PHARMACEUTICALS INC 0.1%
Value $1.732M Shares 15,139 Share Price $114.41 Est. Cost/Share $102.32 Unrealized @ Report Date —
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value $1.63M Shares 3,323 Share Price $490.52 * Est. Cost/Share $305.52 Unrealized @ Report Date +52.3%
— WALGREENS BOOTS ALLIANCE INC 0.1%
Value $1.624M Shares 45,207 Share Price $35.92 Est. Cost/Share $46.43 Unrealized @ Report Date —
ABT ABBOTT LABS 0.1%
Value $1.584M Shares 14,559 Share Price $108.80 * Est. Cost/Share $62.27 Unrealized @ Report Date +48.3%
USB US BANCORP DEL 0.1%
Value $1.578M Shares 44,029 Share Price $35.84 * Est. Cost/Share $37.89 Unrealized @ Report Date -23.6%
EFAV ISHARES TR 0.1%
Value $1.576M Shares 23,138 Share Price $68.11 Est. Cost/Share $66.21 Unrealized @ Report Date —
OEF ISHARES TR 0.1%
Value $1.559M Shares 10,010 Share Price $155.74 Est. Cost/Share $111.52 Unrealized @ Report Date —
UNP UNION PAC CORP 0.1%
Value $1.553M Shares 7,888 Share Price $196.88 * Est. Cost/Share $110.01 Unrealized @ Report Date +49.9%
TSN TYSON FOODS INC 0.1%
Value $1.544M Shares 25,958 Share Price $59.48 * Est. Cost/Share $54.21 Unrealized @ Report Date -3.3%
ABBV ABBVIE INC 0.1%
Value $1.515M Shares 17,292 Share Price $87.61 * Est. Cost/Share $55.28 Unrealized @ Report Date +38.1%
IWD ISHARES TR 0.1%
Value $1.51M Shares 12,779 Share Price $118.16 Est. Cost/Share $117.12 Unrealized @ Report Date —
SNA SNAP ON INC 0.1%
Value $1.506M Shares 10,233 Share Price $147.17 * Est. Cost/Share $126.43 Unrealized @ Report Date -0.1%
TIP ISHARES TR 0.1%
Value $1.492M Shares 11,797 Share Price $126.47 Est. Cost/Share $113.15 Unrealized @ Report Date —
XLC SELECT SECTOR SPDR TR 0.1%
Value $1.449M Shares 24,394 Share Price $59.40 Est. Cost/Share $44.19 Unrealized @ Report Date —
MDT MEDTRONIC PLC 0.1%
Value $1.365M Shares 13,138 Share Price $103.90 * Est. Cost/Share $71.61 Unrealized @ Report Date +20.4%
NEE NEXTERA ENERGY INC 0.1%
Value $1.317M Shares 4,744 Share Price $277.61 * Est. Cost/Share $45.20 Unrealized @ Report Date +33.4%
XLB SELECT SECTOR SPDR TR 0.1%
Value $1.302M Shares 20,452 Share Price $63.66 Est. Cost/Share $46.24 Unrealized @ Report Date —
PYPL PAYPAL HLDGS INC 0.1%
Value $1.262M Shares 6,405 Share Price $197.03 * Est. Cost/Share $117.64 Unrealized @ Report Date +59.7%
DHR DANAHER CORPORATION 0.1%
Value $1.247M Shares 5,789 Share Price $215.41 * Est. Cost/Share $115.08 Unrealized @ Report Date +51.0%
CMCSA COMCAST CORP NEW 0.1%
Value $1.246M Shares 26,926 Share Price $46.27 * Est. Cost/Share $32.02 Unrealized @ Report Date +17.5%
VLO VALERO ENERGY CORP 0.1%
Value $1.211M Shares 27,947 Share Price $43.33 Est. Cost/Share $54.97 Unrealized @ Report Date -22.5%
NSC NORFOLK SOUTHN CORP 0.1%
Value $1.198M Shares 5,598 Share Price $214.01 * Est. Cost/Share $127.41 Unrealized @ Report Date +41.2%
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.197M Shares 10,222 Share Price $117.10 Est. Cost/Share $139.19 Unrealized @ Report Date —
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $1.191M Shares 20,700 Share Price $57.54 * Est. Cost/Share $54.61 Unrealized @ Report Date -1.7%
AMGN AMGEN INC 0.1%
Value $1.173M Shares 4,617 Share Price $254.06 * Est. Cost/Share $134.27 Unrealized @ Report Date +56.1%
XOM EXXON MOBIL CORP 0.1%
Value $1.168M Shares 34,032 Share Price $34.32 * Est. Cost/Share $53.20 Unrealized @ Report Date -39.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $1.134M Shares 18,810 Share Price $60.29 * Est. Cost/Share $42.43 Unrealized @ Report Date +14.5%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value $1.123M Shares 15,600 Share Price $71.99 Est. Cost/Share $67.57 Unrealized @ Report Date —
HST HOST HOTELS & RESORTS INC 0.1%
Value $1.123M Shares 104,037 Share Price $10.79 * Est. Cost/Share $11.80 Unrealized @ Report Date -22.6%
SYY SYSCO CORP 0.1%
Value $1.107M Shares 17,799 Share Price $62.19 * Est. Cost/Share $31.16 Unrealized @ Report Date +61.8%
— ISHARES TR 0.1%
Value $1.077M Shares 42,037 Share Price $25.62 Est. Cost/Share $25.28 Unrealized @ Report Date —
MCK MCKESSON CORP 0.1%
Value $1.061M Shares 7,122 Share Price $148.98 Est. Cost/Share $140.88 Unrealized @ Report Date +4.2%
ECL ECOLAB INC 0.1%
Value $1.04M Shares 5,205 Share Price $199.81 * Est. Cost/Share $179.46 Unrealized @ Report Date +5.0%
CVS CVS HEALTH CORP 0.1%
Value $1.037M Shares 17,750 Share Price $58.42 * Est. Cost/Share $54.71 Unrealized @ Report Date -4.3%
ROP ROPER TECHNOLOGIES INC 0.1%
Value $1.029M Shares 2,605 Share Price $395.01 Est. Cost/Share $354.35 Unrealized @ Report Date +13.6%
BP BP PLC 0.1%
Value $1.009M Shares 57,779 Share Price $17.46 Est. Cost/Share $39.50 Unrealized @ Report Date —
TRV TRAVELERS COMPANIES INC 0.1%
Value $1.009M Shares 9,329 Share Price $108.16 * Est. Cost/Share $102.66 Unrealized @ Report Date -0.2%
XLU SELECT SECTOR SPDR TR 0.1%
Value $1.002M Shares 16,867 Share Price $59.41 Est. Cost/Share $47.65 Unrealized @ Report Date —
— NUVEEN TAX-ADVANTAGED DIVID 0.1%
Value $986K Shares 75,413 Share Price $13.07 Est. Cost/Share $15.25 Unrealized @ Report Date —
MDLZ MONDELEZ INTL INC 0.1%
Value $984K Shares 17,133 Share Price $57.43 * Est. Cost/Share $38.49 Unrealized @ Report Date +26.2%
ORCL ORACLE CORP 0.1%
Value $972K Shares 16,281 Share Price $59.70 * Est. Cost/Share $33.86 Unrealized @ Report Date +55.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value $963K Shares 17,534 Share Price $54.92 * Est. Cost/Share $44.16 Unrealized @ Report Date -0.2%
SPGI S&P GLOBAL INC 0.1%
Value $943K Shares 2,615 Share Price $360.61 * Est. Cost/Share $203.75 Unrealized @ Report Date +65.6%
GILD GILEAD SCIENCES INC 0.1%
Value $936K Shares 14,818 Share Price $63.17 * Est. Cost/Share $52.83 Unrealized @ Report Date +6.2%
KLAC KLA CORP 0.1%
Value $927K Shares 4,784 Share Price $193.77 * Est. Cost/Share $186.13 Unrealized @ Report Date 0.0%
CF CF INDS HLDGS INC 0.1%
Value $886K Shares 28,851 Share Price $30.71 * Est. Cost/Share $30.65 Unrealized @ Report Date -8.0%
UNM UNUM GROUP 0.1%
Value $882K Shares 52,426 Share Price $16.82 * Est. Cost/Share $21.40 Unrealized @ Report Date -16.9%
C CITIGROUP INC 0.1%
Value $867K Shares 463,080 Share Price $1.87 * Est. Cost/Share $41.11 Unrealized @ Report Date -0.2%
NKE NIKE INC 0.0%
Value $858K Shares 6,833 Share Price $125.57 * Est. Cost/Share $62.09 Unrealized @ Report Date +60.5%
HRL HORMEL FOODS CORP 0.0%
Value $858K Shares 17,552 Share Price $48.88 * Est. Cost/Share $24.10 Unrealized @ Report Date +78.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value $832K Shares 4,388 Share Price $189.61 * Est. Cost/Share $160.54 Unrealized @ Report Date +4.0%
ADI ANALOG DEVICES INC 0.0%
Value $826K Shares 7,072 Share Price $116.80 * Est. Cost/Share $89.23 Unrealized @ Report Date +19.3%
DTE DTE ENERGY CO 0.0%
Value $792K Shares 6,887 Share Price $115.00 * Est. Cost/Share $77.93 Unrealized @ Report Date +4.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value $790K Shares 2,062 Share Price $383.12 * Est. Cost/Share $327.10 Unrealized @ Report Date +0.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $788K Shares 7,881 Share Price $99.99 * Est. Cost/Share $75.93 Unrealized @ Report Date +21.1%
PLD PROLOGIS INC. 0.0%
Value $781K Shares 7,766 Share Price $100.57 * Est. Cost/Share $43.95 Unrealized @ Report Date +96.1%
IDU ISHARES TR 0.0%
Value $778K Shares 5,325 Share Price $146.10 Est. Cost/Share $95.62 Unrealized @ Report Date —
SBUX STARBUCKS CORP 0.0%
Value $776K Shares 9,027 Share Price $85.96 * Est. Cost/Share $55.83 Unrealized @ Report Date +26.8%
TSLA TESLA INC 0.0%
Value $771K Shares 1,797 Share Price $429.05 * Est. Cost/Share $105.11 Unrealized @ Report Date +12.3%
PM PHILIP MORRIS INTL INC 0.0%
Value $767K Shares 10,224 Share Price $75.02 * Est. Cost/Share $57.79 Unrealized @ Report Date +1.9%
— GENERAL ELECTRIC CO 0.0%
Value $749K Shares 120,281 Share Price $6.23 Est. Cost/Share $11.69 Unrealized @ Report Date —
COST COSTCO WHSL CORP NEW 0.0%
Value $725K Shares 2,042 Share Price $355.04 * Est. Cost/Share $196.21 Unrealized @ Report Date +57.5%
YUM YUM BRANDS INC 0.0%
Value $711K Shares 7,790 Share Price $91.27 * Est. Cost/Share $44.53 Unrealized @ Report Date +87.2%
KMB KIMBERLY CLARK CORP 0.0%
Value $707K Shares 4,790 Share Price $147.60 * Est. Cost/Share $82.07 Unrealized @ Report Date +50.5%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $695K Shares 4,718 Share Price $147.31 * Est. Cost/Share $117.96 Unrealized @ Report Date +9.2%
VV VANGUARD INDEX FDS 0.0%
Value $688K Shares 4,395 Share Price $156.54 Est. Cost/Share $103.21 Unrealized @ Report Date —
AMT AMERICAN TOWER CORP NEW 0.0%
Value $686K Shares 2,838 Share Price $241.72 * Est. Cost/Share $106.59 Unrealized @ Report Date +103.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value $686K Shares 6,812 Share Price $100.70 * Est. Cost/Share $75.29 Unrealized @ Report Date -6.0%
BBY BEST BUY INC 0.0%
Value $682K Shares 6,131 Share Price $111.24 * Est. Cost/Share $53.28 Unrealized @ Report Date +53.6%
EEM ISHARES TR 0.0%
Value $679K Shares 15,397 Share Price $44.10 Est. Cost/Share $42.75 Unrealized @ Report Date —
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value $669K Shares 2,651 Share Price $252.36 * Est. Cost/Share $189.61 Unrealized @ Report Date +42.0%
ALL ALLSTATE CORP 0.0%
Value $668K Shares 7,100 Share Price $94.08 * Est. Cost/Share $79.78 Unrealized @ Report Date +2.5%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value $666K Shares 1,416 Share Price $470.34 * Est. Cost/Share $179.93 Unrealized @ Report Date +77.7%
NFLX NETFLIX INC 0.0%
Value $651K Shares 1,301 Share Price $500.38 * Est. Cost/Share $33.45 Unrealized @ Report Date +48.8%
AMP AMERIPRISE FINL INC 0.0%
Value $650K Shares 4,217 Share Price $154.14 * Est. Cost/Share $129.52 Unrealized @ Report Date +9.2%
PSA PUBLIC STORAGE 0.0%
Value $649K Shares 2,912 Share Price $222.87 * Est. Cost/Share $161.46 Unrealized @ Report Date +0.5%
DHI D R HORTON INC 0.0%
Value $637K Shares 8,416 Share Price $75.69 * Est. Cost/Share $31.87 Unrealized @ Report Date +103.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $635K Shares 3,285 Share Price $193.30 * Est. Cost/Share $101.54 Unrealized @ Report Date +64.8%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $633K Shares 7,640 Share Price $82.85 Est. Cost/Share $79.08 Unrealized @ Report Date —
TMUS T-MOBILE US INC 0.0%
Value $632K Shares 5,529 Share Price $114.31 * Est. Cost/Share $65.77 Unrealized @ Report Date +62.8%
— ISHARES TR 0.0%
Value $625K Shares 23,035 Share Price $27.13 Est. Cost/Share $25.87 Unrealized @ Report Date —
— LAM RESEARCH CORP 0.0%
Value $619K Shares 1,867 Share Price $331.55 Est. Cost/Share $234.80 Unrealized @ Report Date —
CDW CDW CORP 0.0%
Value $618K Shares 5,169 Share Price $119.56 * Est. Cost/Share $51.42 Unrealized @ Report Date +108.5%
AON AON PLC 0.0%
Value $615K Shares 2,983 Share Price $206.17 * Est. Cost/Share $179.34 Unrealized @ Report Date +6.9%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value $613K Shares 7,086 Share Price $86.51 * Est. Cost/Share $61.65 Unrealized @ Report Date 0.0%
CRM SALESFORCE COM INC 0.0%
Value $608K Shares 2,419 Share Price $251.34 * Est. Cost/Share $170.36 Unrealized @ Report Date +26.9%
TFI SPDR SER TR 0.0%
Value $597K Shares 11,490 Share Price $51.96 Est. Cost/Share $48.12 Unrealized @ Report Date —
MS MORGAN STANLEY 0.0%
Value $594K Shares 12,286 Share Price $48.35 * Est. Cost/Share $32.39 Unrealized @ Report Date +31.3%
CB CHUBB LIMITED 0.0%
Value $590K Shares 5,083 Share Price $116.07 Est. Cost/Share $106.12 Unrealized @ Report Date +9.1%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $586K Shares 4,030 Share Price $145.41 * Est. Cost/Share $77.83 Unrealized @ Report Date +56.2%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value $581K Shares 3,489 Share Price $166.52 * Est. Cost/Share $118.69 Unrealized @ Report Date +8.7%
QCOM QUALCOMM INC 0.0%
Value $574K Shares 4,880 Share Price $117.62 * Est. Cost/Share $68.79 Unrealized @ Report Date +38.3%
PH PARKER-HANNIFIN CORP 0.0%
Value $570K Shares 2,815 Share Price $202.49 * Est. Cost/Share $150.81 Unrealized @ Report Date +21.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $570K Shares 5,153 Share Price $110.62 Est. Cost/Share $93.53 Unrealized @ Report Date +18.7%
VMC VULCAN MATLS CO 0.0%
Value $567K Shares 4,186 Share Price $135.45 * Est. Cost/Share $112.00 Unrealized @ Report Date +7.4%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $567K Shares 10,898 Share Price $52.03 Est. Cost/Share $63.03 Unrealized @ Report Date —
ITM VANECK VECTORS ETF TR 0.0%
Value $564K Shares 11,000 Share Price $51.27 Est. Cost/Share $47.45 Unrealized @ Report Date —
— ACTIVISION BLIZZARD INC 0.0%
Value $549K Shares 6,783 Share Price $80.94 Est. Cost/Share $76.07 Unrealized @ Report Date —
IYM ISHARES TR 0.0%
Value $548K Shares 5,546 Share Price $98.81 Est. Cost/Share $67.05 Unrealized @ Report Date —
IYZ ISHARES TR 0.0%
Value $546K Shares 20,083 Share Price $27.19 Est. Cost/Share $27.86 Unrealized @ Report Date —
MO ALTRIA GROUP INC 0.0%
Value $535K Shares 13,844 Share Price $38.64 * Est. Cost/Share $24.11 Unrealized @ Report Date +12.7%
CMI CUMMINS INC 0.0%
Value $526K Shares 2,492 Share Price $211.08 * Est. Cost/Share $135.94 Unrealized @ Report Date +28.6%
ZTS ZOETIS INC 0.0%
Value $526K Shares 3,179 Share Price $165.46 * Est. Cost/Share $90.64 Unrealized @ Report Date +61.9%
AZO AUTOZONE INC 0.0%
Value $519K Shares 441 Share Price $1176.87 Est. Cost/Share $1116.39 Unrealized @ Report Date +5.8%
— ISHARES TR 0.0%
Value $519K Shares 20,737 Share Price $25.03 Est. Cost/Share $24.98 Unrealized @ Report Date —
STE STERIS PLC 0.0%
Value $506K Shares 2,872 Share Price $176.18 * Est. Cost/Share $142.89 Unrealized @ Report Date +6.7%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $505K Shares 5,667 Share Price $89.11 * Est. Cost/Share $90.76 Unrealized @ Report Date -7.3%
SLB SCHLUMBERGER LTD 0.0%
Value $503K Shares 32,304 Share Price $15.57 * Est. Cost/Share $41.54 Unrealized @ Report Date -60.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $502K Shares 3,602 Share Price $139.37 * Est. Cost/Share $101.48 Unrealized @ Report Date +23.2%
SWK STANLEY BLACK & DECKER INC 0.0%
Value $500K Shares 3,083 Share Price $162.18 * Est. Cost/Share $106.40 Unrealized @ Report Date +23.3%
ES EVERSOURCE ENERGY 0.0%
Value $490K Shares 5,868 Share Price $83.50 * Est. Cost/Share $66.70 Unrealized @ Report Date +4.7%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $480K Shares 4,504 Share Price $106.57 Est. Cost/Share $88.23 Unrealized @ Report Date +19.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value $476K Shares 13,874 Share Price $34.31 * Est. Cost/Share $31.08 Unrealized @ Report Date +0.3%
DOV DOVER CORP 0.0%
Value $474K Shares 4,379 Share Price $108.24 * Est. Cost/Share $99.71 Unrealized @ Report Date 0.0%
TJX TJX COS INC NEW 0.0%
Value $456K Shares 8,195 Share Price $55.64 * Est. Cost/Share $43.62 Unrealized @ Report Date +14.7%
WM WASTE MGMT INC DEL 0.0%
Value $450K Shares 3,973 Share Price $113.26 * Est. Cost/Share $83.05 Unrealized @ Report Date +22.0%
EGP EASTGROUP PPTY INC 0.0%
Value $446K Shares 3,447 Share Price $129.39 Est. Cost/Share $71.01 Unrealized @ Report Date —
AVGO BROADCOM INC 0.0%
Value $444K Shares 1,218 Share Price $364.53 * Est. Cost/Share $25.28 Unrealized @ Report Date +17.2%
IJT ISHARES TR 0.0%
Value $439K Shares 2,490 Share Price $176.31 Est. Cost/Share $116.44 Unrealized @ Report Date —
— BLACKROCK INC 0.0%
Value $438K Shares 777 Share Price $563.71 Est. Cost/Share $427.27 Unrealized @ Report Date —
KDP KEURIG DR PEPPER INC 0.0%
Value $437K Shares 15,848 Share Price $27.57 * Est. Cost/Share $25.60 Unrealized @ Report Date 0.0%
QQQ INVESCO QQQ TR 0.0%
Value $436K Shares 1,568 Share Price $278.06 Est. Cost/Share $260.04 Unrealized @ Report Date —
PNC PNC FINL SVCS GROUP INC 0.0%
Value $422K Shares 3,842 Share Price $109.84 * Est. Cost/Share $94.94 Unrealized @ Report Date -6.6%
— LINDE PLC 0.0%
Value $420K Shares 1,762 Share Price $238.37 Est. Cost/Share $206.31 Unrealized @ Report Date —
F FORD MTR CO DEL 0.0%
Value $419K Shares 62,844 Share Price $6.67 * Est. Cost/Share $6.30 Unrealized @ Report Date -18.5%
QRVO QORVO INC 0.0%
Value $419K Shares 3,244 Share Price $129.16 * Est. Cost/Share $124.00 Unrealized @ Report Date 0.0%
IYG ISHARES TR 0.0%
Value $418K Shares 3,423 Share Price $122.12 Est. Cost/Share $71.50 Unrealized @ Report Date —
TXN TEXAS INSTRS INC 0.0%
Value $411K Shares 2,879 Share Price $142.76 * Est. Cost/Share $94.50 Unrealized @ Report Date +23.6%
EMR EMERSON ELEC CO 0.0%
Value $410K Shares 6,258 Share Price $65.52 * Est. Cost/Share $56.37 Unrealized @ Report Date +4.3%
IEMG ISHARES INC 0.0%
Value $410K Shares 7,758 Share Price $52.85 Est. Cost/Share $49.67 Unrealized @ Report Date —
WTFC WINTRUST FINL CORP 0.0%
Value $401K Shares 10,023 Share Price $40.01 * Est. Cost/Share $40.99 Unrealized @ Report Date +4.4%
AVY AVERY DENNISON CORP 0.0%
Value $400K Shares 3,127 Share Price $127.92 * Est. Cost/Share $112.98 Unrealized @ Report Date -4.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value $395K Shares 7,457 Share Price $52.97 Est. Cost/Share $27.53 Unrealized @ Report Date +92.3%
GLW CORNING INC 0.0%
Value $388K Shares 11,985 Share Price $32.37 * Est. Cost/Share $23.35 Unrealized @ Report Date +14.2%
PKG PACKAGING CORP AMER 0.0%
Value $388K Shares 3,559 Share Price $109.02 * Est. Cost/Share $77.51 Unrealized @ Report Date +12.1%
BA BOEING CO 0.0%
Value $387K Shares 2,344 Share Price $165.10 * Est. Cost/Share $169.77 Unrealized @ Report Date +0.4%
ETN EATON CORP PLC 0.0%
Value $383K Shares 3,751 Share Price $102.11 * Est. Cost/Share $69.85 Unrealized @ Report Date +27.7%
LITE LUMENTUM HLDGS INC 0.0%
Value $378K Shares 5,028 Share Price $75.18 * Est. Cost/Share $48.24 Unrealized @ Report Date +71.8%
HON HONEYWELL INTL INC 0.0%
Value $374K Shares 2,273 Share Price $164.54 * Est. Cost/Share $126.05 Unrealized @ Report Date +5.7%
IJK ISHARES TR 0.0%
Value $369K Shares 1,542 Share Price $239.30 Est. Cost/Share $219.90 Unrealized @ Report Date —
AWI ARMSTRONG WORLD INDS INC 0.0%
Value $365K Shares 5,306 Share Price $68.79 Est. Cost/Share $69.50 Unrealized @ Report Date -0.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value $364K Shares 4,107 Share Price $88.63 * Est. Cost/Share $60.02 Unrealized @ Report Date +11.2%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $363K Shares 31,471 Share Price $11.53 * Est. Cost/Share $7.70 Unrealized @ Report Date +16.3%
SPDW SPDR INDEX SHS FDS 0.0%
Value $349K Shares 11,931 Share Price $29.25 Est. Cost/Share $29.35 Unrealized @ Report Date —
DLTR DOLLAR TREE INC 0.0%
Value $344K Shares 3,766 Share Price $91.34 * Est. Cost/Share $94.09 Unrealized @ Report Date 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value $342K Shares 547 Share Price $625.23 * Est. Cost/Share $511.49 Unrealized @ Report Date +15.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $330K Shares 1,943 Share Price $169.84 * Est. Cost/Share $180.68 Unrealized @ Report Date -13.0%
GM GENERAL MTRS CO 0.0%
Value $328K Shares 11,077 Share Price $29.61 * Est. Cost/Share $27.72 Unrealized @ Report Date -2.2%
ETSY ETSY INC 0.0%
Value $327K Shares 2,690 Share Price $121.56 * Est. Cost/Share $73.98 Unrealized @ Report Date +58.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $320K Shares 1 Share Price $320000.00 * Est. Cost/Share $310901.97 Unrealized @ Report Date -1.3%
APD AIR PRODS & CHEMS INC 0.0%
Value $319K Shares 1,072 Share Price $297.57 * Est. Cost/Share $198.67 Unrealized @ Report Date +26.7%
GD GENERAL DYNAMICS CORP 0.0%
Value $319K Shares 2,308 Share Price $138.21 * Est. Cost/Share $114.96 Unrealized @ Report Date +14.0%
VOT VANGUARD INDEX FDS 0.0%
Value $316K Shares 1,755 Share Price $180.06 Est. Cost/Share $180.06 Unrealized @ Report Date —
DE DEERE & CO 0.0%
Value $314K Shares 1,417 Share Price $221.59 * Est. Cost/Share $138.15 Unrealized @ Report Date +30.1%
— PIONEER NAT RES CO 0.0%
Value $306K Shares 3,556 Share Price $86.05 Est. Cost/Share $71.23 Unrealized @ Report Date —
PRU PRUDENTIAL FINL INC 0.0%
Value $305K Shares 4,807 Share Price $63.45 * Est. Cost/Share $57.24 Unrealized @ Report Date -11.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value $305K Shares 2,663 Share Price $114.53 * Est. Cost/Share $88.20 Unrealized @ Report Date +20.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $304K Shares 428 Share Price $710.28 * Est. Cost/Share $181.27 Unrealized @ Report Date +23.9%
IWS ISHARES TR 0.0%
Value $302K Shares 3,740 Share Price $80.75 Est. Cost/Share $86.97 Unrealized @ Report Date —
SCHF SCHWAB STRATEGIC TR 0.0%
Value $294K Shares 9,366 Share Price $31.39 Est. Cost/Share $29.22 Unrealized @ Report Date —
CBSH COMMERCE BANCSHARES INC 0.0%
Value $289K Shares 5,141 Share Price $56.21 * Est. Cost/Share $40.41 Unrealized @ Report Date +1.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value $287K Shares 168 Share Price $1708.33 Est. Cost/Share $1923.54 Unrealized @ Report Date -10.2%
INTU INTUIT 0.0%
Value $280K Shares 859 Share Price $325.96 * Est. Cost/Share $267.00 Unrealized @ Report Date +13.3%
SPYG SPDR SER TR 0.0%
Value $278K Shares 5,546 Share Price $50.13 Est. Cost/Share $50.13 Unrealized @ Report Date —
PENN PENN NATL GAMING INC 0.0%
Value $274K Shares 3,775 Share Price $72.58 * Est. Cost/Share $49.06 Unrealized @ Report Date 0.0%
BWA BORGWARNER INC 0.0%
Value $273K Shares 7,053 Share Price $38.71 * Est. Cost/Share $31.74 Unrealized @ Report Date 0.0%
WMB WILLIAMS COS INC 0.0%
Value $272K Shares 13,867 Share Price $19.61 * Est. Cost/Share $15.40 Unrealized @ Report Date 0.0%
UMBF UMB FINL CORP 0.0%
Value $269K Shares 5,486 Share Price $49.03 * Est. Cost/Share $60.84 Unrealized @ Report Date -17.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $266K Shares 1,696 Share Price $156.84 * Est. Cost/Share $89.23 Unrealized @ Report Date +52.9%
— ISHARES TR 0.0%
Value $263K Shares 10,011 Share Price $26.27 Est. Cost/Share $25.66 Unrealized @ Report Date —
TSCO TRACTOR SUPPLY CO 0.0%
Value $262K Shares 1,828 Share Price $143.33 * Est. Cost/Share $20.01 Unrealized @ Report Date +31.7%
D DOMINION ENERGY INC 0.0%
Value $261K Shares 3,313 Share Price $78.78 * Est. Cost/Share $62.63 Unrealized @ Report Date -0.9%
— NATIONAL OILWELL VARCO INC 0.0%
Value $256K Shares 28,298 Share Price $9.05 Est. Cost/Share $9.82 Unrealized @ Report Date —
— INVESCO EXCH TRD SLF IDX FD 0.0%
Value $255K Shares 11,995 Share Price $21.26 Est. Cost/Share $21.08 Unrealized @ Report Date —
MCO MOODYS CORP 0.0%
Value $254K Shares 876 Share Price $289.95 * Est. Cost/Share $243.29 Unrealized @ Report Date +12.2%
IYH ISHARES TR 0.0%
Value $250K Shares 1,100 Share Price $227.27 Est. Cost/Share $178.24 Unrealized @ Report Date —
AMAT APPLIED MATLS INC 0.0%
Value $250K Shares 4,200 Share Price $59.52 Est. Cost/Share $51.33 Unrealized @ Report Date +14.7%
SPEM SPDR INDEX SHS FDS 0.0%
Value $249K Shares 6,799 Share Price $36.62 Est. Cost/Share $34.28 Unrealized @ Report Date —
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $249K Shares 8,137 Share Price $30.60 * Est. Cost/Share $17.13 Unrealized @ Report Date +53.9%
TFC TRUIST FINL CORP 0.0%
Value $248K Shares 6,527 Share Price $38.00 * Est. Cost/Share $38.89 Unrealized @ Report Date -24.5%
WEC WEC ENERGY GROUP INC 0.0%
Value $246K Shares 2,535 Share Price $97.04 * Est. Cost/Share $75.07 Unrealized @ Report Date +4.0%
ALK ALASKA AIR GROUP INC 0.0%
Value $243K Shares 6,644 Share Price $36.57 * Est. Cost/Share $32.56 Unrealized @ Report Date +15.0%
CLX CLOROX CO DEL 0.0%
Value $241K Shares 1,145 Share Price $210.48 * Est. Cost/Share $139.59 Unrealized @ Report Date +35.3%
QCRH QCR HOLDINGS INC 0.0%
Value $240K Shares 8,767 Share Price $27.38 * Est. Cost/Share $42.87 Unrealized @ Report Date -32.9%
HUM HUMANA INC 0.0%
Value $240K Shares 579 Share Price $414.51 * Est. Cost/Share $357.65 Unrealized @ Report Date +7.1%
EQIX EQUINIX INC 0.0%
Value $239K Shares 314 Share Price $761.15 * Est. Cost/Share $610.72 Unrealized @ Report Date +11.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $239K Shares 2,918 Share Price $81.91 * Est. Cost/Share $74.25 Unrealized @ Report Date 0.0%
SRE SEMPRA ENERGY 0.0%
Value $238K Shares 2,008 Share Price $118.53 * Est. Cost/Share $51.62 Unrealized @ Report Date 0.0%
BIIB BIOGEN INC 0.0%
Value $237K Shares 834 Share Price $284.17 Est. Cost/Share $278.91 Unrealized @ Report Date 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value $236K Shares 2,437 Share Price $96.84 * Est. Cost/Share $80.17 Unrealized @ Report Date +8.9%
DOW DOW INC 0.0%
Value $236K Shares 5,007 Share Price $47.13 * Est. Cost/Share $33.48 Unrealized @ Report Date 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value $234K Shares 336 Share Price $696.43 * Est. Cost/Share $208.25 Unrealized @ Report Date 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value $233K Shares 3,309 Share Price $70.41 * Est. Cost/Share $41.01 Unrealized @ Report Date +17.3%
VNQ VANGUARD INDEX FDS 0.0%
Value $231K Shares 2,931 Share Price $78.81 Est. Cost/Share $82.36 Unrealized @ Report Date —
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $230K Shares 847 Share Price $271.55 Est. Cost/Share $271.31 Unrealized @ Report Date +1.7%
FDX FEDEX CORP 0.0%
Value $230K Shares 915 Share Price $251.37 * Est. Cost/Share $180.94 Unrealized @ Report Date 0.0%
NVS NOVARTIS AG 0.0%
Value $229K Shares 2,636 Share Price $86.87 Est. Cost/Share $82.69 Unrealized @ Report Date —
AFL AFLAC INC 0.0%
Value $229K Shares 6,301 Share Price $36.34 * Est. Cost/Share $28.52 Unrealized @ Report Date +12.5%
EA ELECTRONIC ARTS INC 0.0%
Value $227K Shares 1,740 Share Price $130.46 Est. Cost/Share $115.10 Unrealized @ Report Date +15.1%
— TIFFANY & CO NEW 0.0%
Value $227K Shares 1,959 Share Price $115.88 Est. Cost/Share $133.33 Unrealized @ Report Date —
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $226K Shares 1,200 Share Price $188.33 Est. Cost/Share $170.83 Unrealized @ Report Date —
DG DOLLAR GEN CORP NEW 0.0%
Value $226K Shares 1,078 Share Price $209.65 * Est. Cost/Share $182.06 Unrealized @ Report Date 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $226K Shares 3,620 Share Price $62.43 * Est. Cost/Share $47.48 Unrealized @ Report Date +18.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $223K Shares 708 Share Price $314.97 * Est. Cost/Share $315.50 Unrealized @ Report Date -5.5%
IBDS ISHARES TR 0.0%
Value $217K Shares 8,000 Share Price $27.13 Est. Cost/Share $27.00 Unrealized @ Report Date —
GPN GLOBAL PMTS INC 0.0%
Value $216K Shares 1,217 Share Price $177.49 * Est. Cost/Share $165.35 Unrealized @ Report Date 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $216K Shares 1,879 Share Price $114.95 * Est. Cost/Share $105.63 Unrealized @ Report Date 0.0%
IBMO ISHARES TR 0.0%
Value $215K Shares 8,000 Share Price $26.88 Est. Cost/Share $25.63 Unrealized @ Report Date —
GS GOLDMAN SACHS GROUP INC 0.0%
Value $214K Shares 1,067 Share Price $200.56 * Est. Cost/Share $178.97 Unrealized @ Report Date 0.0%
UGI UGI CORP NEW 0.0%
Value $213K Shares 6,448 Share Price $33.03 Est. Cost/Share $33.17 Unrealized @ Report Date 0.0%
— ISHARES TR 0.0%
Value $209K Shares 7,968 Share Price $26.23 Est. Cost/Share $26.23 Unrealized @ Report Date —
— XILINX INC 0.0%
Value $208K Shares 1,991 Share Price $104.47 Est. Cost/Share $104.47 Unrealized @ Report Date —
GIS GENERAL MLS INC 0.0%
Value $208K Shares 3,380 Share Price $61.54 * Est. Cost/Share $49.89 Unrealized @ Report Date +4.5%
EVRG EVERGY INC 0.0%
Value $207K Shares 4,073 Share Price $50.82 * Est. Cost/Share $50.00 Unrealized @ Report Date -9.9%
EL LAUDER ESTEE COS INC 0.0%
Value $206K Shares 942 Share Price $218.68 * Est. Cost/Share $190.83 Unrealized @ Report Date 0.0%
WHR WHIRLPOOL CORP 0.0%
Value $206K Shares 1,119 Share Price $184.09 * Est. Cost/Share $166.16 Unrealized @ Report Date 0.0%
WDC WESTERN DIGITAL CORP. 0.0%
Value $204K Shares 5,581 Share Price $36.55 * Est. Cost/Share $34.69 Unrealized @ Report Date -14.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $203K Shares 598 Share Price $339.46 Est. Cost/Share $339.46 Unrealized @ Report Date —
NOW SERVICENOW INC 0.0%
Value $200K Shares 413 Share Price $484.26 * Est. Cost/Share $89.31 Unrealized @ Report Date 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $179K Shares 19,548 Share Price $9.16 * Est. Cost/Share $9.08 Unrealized @ Report Date -19.9%
STRL STERLING CONSTRUCTION CO INC 0.0%
Value $170K Shares 12,000 Share Price $14.17 * Est. Cost/Share $12.73 Unrealized @ Report Date -1.4%
— KIMBALL INTL INC 0.0%
Value $148K Shares 14,066 Share Price $10.52 Est. Cost/Share $14.34 Unrealized @ Report Date —
— WIDEOPENWEST INC 0.0%
Value $78,000 Shares 14,983 Share Price $5.21 Est. Cost/Share $7.23 Unrealized @ Report Date —
— MARATHON OIL CORP 0.0%
Value $42,000 Shares 10,191 Share Price $4.12 Est. Cost/Share $4.12 Unrealized @ Report Date —