Goelzer Investment Management, Inc. Diversified Active

CIK: 0001550057 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $1,086,012 (100.0% shares, 0.0% debt)

Holdings (195)

IJR ISHARES TR 5.0%
Value ($000) $54,075 Shares 588,411 Est. Cost $75.91 Unrealized
SLYV SPDR SER TR 4.0%
Value ($000) $43,440 Shares 656,292 Est. Cost $50.18 Unrealized
IJH ISHARES TR 3.4%
Value ($000) $37,353 Shares 162,524 Est. Cost $164.29 Unrealized
IVV ISHARES TR 3.1%
Value ($000) $33,952 Shares 90,443 Est. Cost $279.73 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $31,825 Shares 239,847 Est. Cost $84.02 Unrealized +39.3%
ACWX ISHARES TR 2.9%
Value ($000) $31,458 Shares 593,091 Est. Cost $42.43 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $28,145 Shares 126,539 Est. Cost $68.73 Unrealized +199.8%
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $25,644 Shares 68,590 Est. Cost $265.05 Unrealized
QCOM QUALCOMM INC 2.3%
Value ($000) $25,124 Shares 164,920 Est. Cost $44.59 Unrealized +179.7%
LLY LILLY ELI & CO 1.7%
Value ($000) $18,717 Shares 110,856 Est. Cost $107.00 Unrealized +32.1%
IWD ISHARES TR 1.3%
Value ($000) $14,176 Shares 103,679 Est. Cost $111.87 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 1.3%
Value ($000) $13,674 Shares 220,449 Est. Cost $38.68 Unrealized +29.4%
IVW ISHARES TR 1.2%
Value ($000) $13,253 Shares 207,661 Est. Cost $100.78 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $11,740 Shares 199,831 Est. Cost $30.89 Unrealized +42.4%
OHI OMEGA HEALTHCARE INVS INC 1.0%
Value ($000) $11,391 Shares 313,628 Est. Cost $30.97 Unrealized
MRK MERCK & CO. INC 1.0%
Value ($000) $11,182 Shares 136,703 Est. Cost $33.85 Unrealized +91.5%
CWB SPDR SER TR 1.0%
Value ($000) $10,661 Shares 128,766 Est. Cost $46.92 Unrealized
MAXIM INTEGRATED PRODS INC 1.0%
Value ($000) $10,576 Shares 119,295 Est. Cost $33.13 Unrealized
CVS CVS HEALTH CORP 0.9%
Value ($000) $10,292 Shares 150,690 Est. Cost $47.75 Unrealized +15.6%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $10,288 Shares 28,983 Est. Cost $145.25 Unrealized +119.6%
GNTX GENTEX CORP 0.9%
Value ($000) $10,252 Shares 302,162 Est. Cost $19.16 Unrealized +60.9%
DBEF DBX ETF TR 0.9%
Value ($000) $10,167 Shares 302,492 Est. Cost $28.00 Unrealized
TE CONNECTIVITY LTD 0.9%
Value ($000) $10,087 Shares 83,320 Est. Cost $53.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $9,477 Shares 27,025 Est. Cost $185.67 Unrealized +66.0%
HON HONEYWELL INTL INC 0.9%
Value ($000) $9,382 Shares 44,107 Est. Cost $76.51 Unrealized +114.0%
GOOG ALPHABET INC 0.9%
Value ($000) $9,290 Shares 5,303 Est. Cost $42.49 Unrealized +97.1%
TGT TARGET CORP 0.8%
Value ($000) $9,182 Shares 52,013 Est. Cost $46.36 Unrealized +212.5%
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $9,101 Shares 33,309 Est. Cost $127.44 Unrealized +94.3%
WSM WILLIAMS SONOMA INC 0.8%
Value ($000) $9,004 Shares 88,418 Est. Cost $21.94 Unrealized +112.0%
CFG CITIZENS FINL GROUP INC 0.8%
Value ($000) $8,944 Shares 250,104 Est. Cost $17.88 Unrealized +41.4%
T AT&T INC 0.8%
Value ($000) $8,944 Shares 310,980 Est. Cost $13.43 Unrealized +14.5%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $8,904 Shares 105,429 Est. Cost $70.37 Unrealized -7.6%
FSLR FIRST SOLAR INC 0.8%
Value ($000) $8,617 Shares 87,114 Est. Cost $47.54 Unrealized +82.4%
IQV IQVIA HLDGS INC 0.8%
Value ($000) $8,544 Shares 47,684 Est. Cost $101.62 Unrealized +65.8%
PFG PRINCIPAL FINANCIAL GROUP IN 0.8%
Value ($000) $8,450 Shares 170,331 Est. Cost $28.53 Unrealized +33.1%
IGV ISHARES TR 0.8%
Value ($000) $8,287 Shares 23,403 Est. Cost $213.31 Unrealized
IGSB ISHARES TR 0.7%
Value ($000) $8,087 Shares 146,583 Est. Cost $54.18 Unrealized
TROW PRICE T ROWE GROUP INC 0.7%
Value ($000) $8,006 Shares 52,882 Est. Cost $53.10 Unrealized +115.3%
AMZN AMAZON COM INC 0.7%
Value ($000) $7,976 Shares 2,449 Est. Cost $108.71 Unrealized +46.8%
ETN EATON CORP PLC 0.7%
Value ($000) $7,863 Shares 65,451 Est. Cost $48.69 Unrealized +113.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $7,862 Shares 33,907 Est. Cost $144.98 Unrealized +51.9%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $7,616 Shares 48,394 Est. Cost $60.96 Unrealized +109.2%
INTERPUBLIC GROUP COS INC 0.7%
Value ($000) $7,501 Shares 318,930 Est. Cost $15.79 Unrealized +9.5%
CSCO CISCO SYS INC 0.7%
Value ($000) $7,404 Shares 165,457 Est. Cost $22.36 Unrealized +57.7%
PFE PFIZER INC 0.7%
Value ($000) $7,220 Shares 196,150 Est. Cost $18.79 Unrealized +52.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $7,189 Shares 17,121 Est. Cost $234.53 Unrealized
ENB ENBRIDGE INC 0.7%
Value ($000) $7,131 Shares 222,905 Est. Cost $22.68 Unrealized -4.3%
KEY KEYCORP 0.6%
Value ($000) $6,880 Shares 419,240 Est. Cost $10.03 Unrealized +13.4%
IJK ISHARES TR 0.6%
Value ($000) $6,878 Shares 95,230 Est. Cost $102.35 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $6,781 Shares 99,297 Est. Cost $47.56 Unrealized +18.7%
LEVI LEVI STRAUSS & CO NEW 0.6%
Value ($000) $6,504 Shares 323,893 Est. Cost $14.11 Unrealized +11.5%
SWK STANLEY BLACK & DECKER INC 0.6%
Value ($000) $6,359 Shares 35,615 Est. Cost $66.71 Unrealized +124.9%
PII POLARIS INC 0.6%
Value ($000) $6,229 Shares 65,377 Est. Cost $94.35 Unrealized +1.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.6%
Value ($000) $6,124 Shares 39,741 Est. Cost $103.44 Unrealized +30.9%
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $6,048 Shares 77,463 Est. Cost $48.10 Unrealized +17.1%
GATX GATX CORP 0.6%
Value ($000) $6,018 Shares 72,349 Est. Cost $42.00 Unrealized +65.4%
SYY SYSCO CORP 0.6%
Value ($000) $6,007 Shares 80,895 Est. Cost $39.78 Unrealized +50.9%
SJM SMUCKER J M CO 0.5%
Value ($000) $5,958 Shares 51,539 Est. Cost $86.99 Unrealized +12.9%
USB US BANCORP DEL 0.5%
Value ($000) $5,854 Shares 125,654 Est. Cost $24.96 Unrealized +35.6%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $5,765 Shares 139,860 Est. Cost $51.47 Unrealized -41.0%
WMT WALMART INC 0.5%
Value ($000) $5,758 Shares 39,943 Est. Cost $20.00 Unrealized +126.2%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $5,726 Shares 45,490 Est. Cost $98.45 Unrealized -5.1%
PEP PEPSICO INC 0.5%
Value ($000) $5,494 Shares 37,045 Est. Cost $60.02 Unrealized +102.0%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $5,463 Shares 250,261 Est. Cost $20.55 Unrealized -17.8%
CMP COMPASS MINERALS INTL INC 0.5%
Value ($000) $5,424 Shares 87,888 Est. Cost $47.30 Unrealized +20.7%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $5,424 Shares 38,641 Est. Cost $75.33 Unrealized +53.5%
CTVA CORTEVA INC 0.5%
Value ($000) $5,391 Shares 139,221 Est. Cost $25.77 Unrealized +31.0%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $5,358 Shares 42,166 Est. Cost $54.27 Unrealized +80.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.5%
Value ($000) $5,144 Shares 38,700 Est. Cost $91.45 Unrealized +33.6%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $5,111 Shares 13,565 Est. Cost $104.71 Unrealized +231.8%
IJJ ISHARES TR 0.5%
Value ($000) $5,018 Shares 58,144 Est. Cost $108.25 Unrealized
VTRS VIATRIS INC 0.5%
Value ($000) $5,010 Shares 267,322 Est. Cost $13.33 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.5%
Value ($000) $4,988 Shares 127,604 Est. Cost $30.86 Unrealized -13.9%
ABBV ABBVIE INC 0.5%
Value ($000) $4,957 Shares 46,264 Est. Cost $36.05 Unrealized +119.0%
LOW LOWES COS INC 0.5%
Value ($000) $4,923 Shares 30,674 Est. Cost $59.62 Unrealized +148.3%
JCI JOHNSON CTLS INTL PLC 0.5%
Value ($000) $4,920 Shares 105,609 Est. Cost $33.31 Unrealized +20.6%
V VISA INC 0.5%
Value ($000) $4,909 Shares 22,442 Est. Cost $59.98 Unrealized +228.8%
BWA BORGWARNER INC 0.4%
Value ($000) $4,728 Shares 122,352 Est. Cost $25.44 Unrealized +23.6%
SBUX STARBUCKS CORP 0.4%
Value ($000) $4,718 Shares 44,105 Est. Cost $68.89 Unrealized +23.6%
MMM 3M CO 0.4%
Value ($000) $4,691 Shares 26,836 Est. Cost $72.65 Unrealized +61.8%
AIG AMERICAN INTL GROUP INC 0.4%
Value ($000) $4,657 Shares 122,997 Est. Cost $39.46 Unrealized -20.8%
CHTR CHARTER COMMUNICATIONS INC N 0.4%
Value ($000) $4,612 Shares 6,971 Est. Cost $306.33 Unrealized +107.8%
BALL BALL CORP 0.4%
Value ($000) $4,570 Shares 49,041 Est. Cost $35.40 Unrealized +145.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $4,486 Shares 62,731 Est. Cost $54.61 Unrealized +7.0%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $4,481 Shares 37,060 Est. Cost $67.25 Unrealized +54.4%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $4,432 Shares 160,752 Est. Cost $17.84 Unrealized +16.4%
BUD ANHEUSER BUSCH INBEV SA/NV 0.4%
Value ($000) $4,428 Shares 63,334 Est. Cost $66.57 Unrealized
COF CAPITAL ONE FINL CORP 0.4%
Value ($000) $4,282 Shares 43,319 Est. Cost $80.24 Unrealized -3.2%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $4,241 Shares 11,881 Est. Cost $86.01 Unrealized +276.0%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $4,111 Shares 28,911 Est. Cost $106.35 Unrealized
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $4,093 Shares 29,336 Est. Cost $40.60 Unrealized +194.2%
DIS DISNEY WALT CO 0.4%
Value ($000) $3,939 Shares 21,739 Est. Cost $83.14 Unrealized +68.7%
MCK MCKESSON CORP 0.4%
Value ($000) $3,893 Shares 22,384 Est. Cost $117.74 Unrealized +37.1%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $3,857 Shares 111,289 Est. Cost $21.65 Unrealized +18.0%
IGIB ISHARES TR 0.3%
Value ($000) $3,762 Shares 60,891 Est. Cost $59.42 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $3,570 Shares 21,574 Est. Cost $85.80 Unrealized +81.2%
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $3,533 Shares 14,258 Est. Cost $152.20 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $3,514 Shares 8,026 Est. Cost $19.78 Unrealized +76.1%
INGR INGREDION INC 0.3%
Value ($000) $3,513 Shares 44,654 Est. Cost $98.74 Unrealized -21.9%
CMI CUMMINS INC 0.3%
Value ($000) $3,490 Shares 15,369 Est. Cost $125.76 Unrealized +57.6%
AON AON PLC 0.3%
Value ($000) $3,478 Shares 16,462 Est. Cost $178.56 Unrealized +10.1%
D DOMINION ENERGY INC 0.3%
Value ($000) $3,458 Shares 45,986 Est. Cost $49.81 Unrealized +27.3%
SO SOUTHERN CO 0.3%
Value ($000) $3,410 Shares 55,506 Est. Cost $43.61 Unrealized +13.5%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $3,394 Shares 112,455 Est. Cost $31.46 Unrealized -26.8%
EPAM EPAM SYS INC 0.3%
Value ($000) $3,338 Shares 9,315 Est. Cost $141.41 Unrealized +136.0%
FOOT LOCKER INC 0.3%
Value ($000) $3,174 Shares 78,498 Est. Cost $22.04 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $3,170 Shares 63,632 Est. Cost $43.74 Unrealized +0.7%
IAA INC 0.3%
Value ($000) $3,093 Shares 47,601 Est. Cost $39.00 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $3,024 Shares 8,510 Est. Cost $37.41 Unrealized +24.9%
GPN GLOBAL PMTS INC 0.3%
Value ($000) $2,987 Shares 13,864 Est. Cost $104.86 Unrealized +70.1%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $2,975 Shares 13,253 Est. Cost $57.01 Unrealized +250.3%
EQIX EQUINIX INC 0.3%
Value ($000) $2,947 Shares 4,126 Est. Cost $370.99 Unrealized +81.9%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $2,946 Shares 34,543 Est. Cost $94.02 Unrealized -38.7%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $2,934 Shares 9,629 Est. Cost $243.65 Unrealized +15.3%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $2,849 Shares 20,180 Est. Cost $102.62 Unrealized
EIX EDISON INTL 0.3%
Value ($000) $2,778 Shares 44,215 Est. Cost $47.82 Unrealized 0.0%
THG HANOVER INS GROUP INC 0.3%
Value ($000) $2,777 Shares 23,754 Est. Cost $38.73 Unrealized +146.5%
MPC MARATHON PETE CORP 0.2%
Value ($000) $2,709 Shares 65,495 Est. Cost $38.20 Unrealized -18.1%
IJS ISHARES TR 0.2%
Value ($000) $2,602 Shares 32,000 Est. Cost $113.91 Unrealized
GRMN GARMIN LTD 0.2%
Value ($000) $2,597 Shares 21,707 Est. Cost $79.22 Unrealized +24.9%
CRANE CO 0.2%
Value ($000) $2,555 Shares 32,897 Est. Cost $50.14 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $2,515 Shares 24,707 Est. Cost $68.41 Unrealized +29.5%
GEN NORTONLIFELOCK INC 0.2%
Value ($000) $2,512 Shares 120,866 Est. Cost $18.83 Unrealized -3.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $2,444 Shares 4,886 Est. Cost $123.70 Unrealized +290.5%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,434 Shares 17,494 Est. Cost $64.25 Unrealized +91.7%
COLFAX CORP 0.2%
Value ($000) $2,428 Shares 63,486 Est. Cost $31.65 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $2,330 Shares 44,473 Est. Cost $40.29 Unrealized +3.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $2,301 Shares 15,017 Est. Cost $103.19 Unrealized +28.9%
IWF ISHARES TR 0.2%
Value ($000) $2,276 Shares 9,440 Est. Cost $129.13 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $2,229 Shares 22,994 Est. Cost $61.25 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $2,214 Shares 9,366 Est. Cost $216.36 Unrealized +6.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $2,167 Shares 45,208 Est. Cost $40.89 Unrealized -12.8%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $2,124 Shares 20,208 Est. Cost $88.06 Unrealized +1.7%
IWR ISHARES TR 0.2%
Value ($000) $2,018 Shares 29,436 Est. Cost $68.00 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $2,004 Shares 50,254 Est. Cost $69.43 Unrealized
VMWARE INC 0.2%
Value ($000) $1,988 Shares 14,175 Est. Cost $127.76 Unrealized
GNMA ISHARES TR 0.2%
Value ($000) $1,902 Shares 37,286 Est. Cost $51.01 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $1,894 Shares 52,697 Est. Cost $26.87 Unrealized +34.1%
NKE NIKE INC 0.2%
Value ($000) $1,844 Shares 13,034 Est. Cost $85.84 Unrealized +43.5%
HANESBRANDS INC 0.2%
Value ($000) $1,838 Shares 126,038 Est. Cost $15.75 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $1,802 Shares 11,424 Est. Cost $157.74 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $1,792 Shares 24,562 Est. Cost $64.36 Unrealized
HILL ROM HLDGS INC 0.2%
Value ($000) $1,652 Shares 16,864 Est. Cost $50.30 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,575 Shares 14,387 Est. Cost $67.18 Unrealized +47.8%
ORCL ORACLE CORP 0.1%
Value ($000) $1,565 Shares 24,195 Est. Cost $34.31 Unrealized +61.8%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,485 Shares 7,628 Est. Cost $101.82 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $1,481 Shares 5,422 Est. Cost $248.36 Unrealized +9.6%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $1,469 Shares 13,990 Est. Cost $101.30 Unrealized +3.3%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $1,433 Shares 7,019 Est. Cost $204.16 Unrealized
PCRX PACIRA BIOSCIENCES INC 0.1%
Value ($000) $1,326 Shares 22,166 Est. Cost $58.10 Unrealized +0.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,136 Shares 5,835 Est. Cost $108.40 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,126 Shares 2,417 Est. Cost $313.17 Unrealized +47.7%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,043 Shares 4,389 Est. Cost $92.36 Unrealized +121.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $848 Shares 3,952 Est. Cost $99.22 Unrealized +94.8%
SHY ISHARES TR 0.1%
Value ($000) $839 Shares 9,714 Est. Cost $84.32 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $830 Shares 3,988 Est. Cost $80.54 Unrealized +121.1%
AGZ ISHARES TR 0.1%
Value ($000) $768 Shares 6,422 Est. Cost $115.80 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $638 Shares 4,995 Est. Cost $114.52 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $631 Shares 7,615 Est. Cost $79.47 Unrealized
CSX CSX CORP 0.1%
Value ($000) $627 Shares 6,911 Est. Cost $9.18 Unrealized +192.1%
BA BOEING CO 0.1%
Value ($000) $626 Shares 2,923 Est. Cost $100.25 Unrealized +91.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $607 Shares 5,349 Est. Cost $60.84 Unrealized
AAXJ ISHARES TR 0.1%
Value ($000) $600 Shares 6,693 Est. Cost $58.55 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $595 Shares 7,407 Est. Cost $45.55 Unrealized +46.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $540 Shares 6,735 Est. Cost $41.57 Unrealized +70.9%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $538 Shares 18,262 Est. Cost $25.28 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $531 Shares 1,500 Est. Cost $211.77 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $530 Shares 7,950 Est. Cost $26.01 Unrealized +127.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $509 Shares 2,035 Est. Cost $207.13 Unrealized +3.6%
GOOGL ALPHABET INC 0.0%
Value ($000) $508 Shares 290 Est. Cost $44.04 Unrealized +89.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $488 Shares 3,752 Est. Cost $34.26 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $470 Shares 12,400 Est. Cost $37.90 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $457 Shares 2,592 Est. Cost $112.02 Unrealized +31.6%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $441 Shares 1,970 Est. Cost $170.37 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $435 Shares 2,554 Est. Cost $176.42 Unrealized -19.9%
WORLD GOLD TR 0.0%
Value ($000) $422 Shares 22,301 Est. Cost $14.17 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $405 Shares 2,067 Est. Cost $122.56 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $374 Shares 1,409 Est. Cost $145.21 Unrealized +67.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $366 Shares 7,300 Est. Cost $41.86 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $355 Shares 1,106 Est. Cost $258.69 Unrealized +10.6%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $343 Shares 2,853 Est. Cost $74.21 Unrealized
GTLS CHART INDS INC 0.0%
Value ($000) $321 Shares 2,727 Est. Cost $96.56 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $317 Shares 1,970 Est. Cost $112.37 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $307 Shares 3,464 Est. Cost $48.53 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $301 Shares 2,266 Est. Cost $121.68 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $296 Shares 7,835 Est. Cost $17.13 Unrealized +97.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $289 Shares 4,287 Est. Cost $51.58 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $278 Shares 11,265 Est. Cost $43.41 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $262 Shares 4,774 Est. Cost $33.36 Unrealized +32.7%
KR KROGER CO 0.0%
Value ($000) $250 Shares 7,861 Est. Cost $24.59 Unrealized +18.2%
IWP ISHARES TR 0.0%
Value ($000) $248 Shares 2,414 Est. Cost $90.19 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $244 Shares 3,610 Est. Cost $47.48 Unrealized +26.5%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $240 Shares 837 Est. Cost $252.99 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $236 Shares 3,793 Est. Cost $36.09 Unrealized +26.3%
DURECT CORP 0.0%
Value ($000) $83 Shares 40,000 Est. Cost $0.65 Unrealized