Advisor OS, LLC Diversified Active

CIK: 0001767580 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $441,119 (100.0% shares, 0.0% debt)

Holdings (196)

MINT PIMCO ETF TR 7.3%
Value ($000) $32,182 Shares 315,785 Est. Cost $101.91 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 6.3%
Value ($000) $27,689 Shares 188,255 Est. Cost $142.61 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 5.4%
Value ($000) $23,972 Shares 395,062 Est. Cost $53.95 Unrealized
VOO VANGUARD INDEX FDS 4.3%
Value ($000) $18,839 Shares 51,712 Est. Cost $218.58 Unrealized
VB VANGUARD INDEX FDS 4.2%
Value ($000) $18,554 Shares 86,674 Est. Cost $214.07 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 4.1%
Value ($000) $18,095 Shares 127,738 Est. Cost $127.78 Unrealized
SPY SPDR S&P 500 ETF TR 3.6%
Value ($000) $15,689 Shares 39,585 Est. Cost $348.05 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 3.5%
Value ($000) $15,428 Shares 406,213 Est. Cost $32.73 Unrealized
NOC NORTHROP GRUMMAN CORP 3.4%
Value ($000) $15,158 Shares 46,833 Est. Cost $280.94 Unrealized -1.0%
XHB SPDR SER TR 2.8%
Value ($000) $12,306 Shares 174,875 Est. Cost $70.37 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 2.7%
Value ($000) $12,042 Shares 200,797 Est. Cost $59.97 Unrealized
VXF VANGUARD INDEX FDS 2.7%
Value ($000) $11,792 Shares 66,658 Est. Cost $176.90 Unrealized
EEM ISHARES TR 1.9%
Value ($000) $8,372 Shares 156,951 Est. Cost $53.34 Unrealized
FPE FIRST TR EXCH TRADED FD III 1.9%
Value ($000) $8,209 Shares 407,376 Est. Cost $19.25 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 1.7%
Value ($000) $7,328 Shares 111,113 Est. Cost $65.95 Unrealized
AGG ISHARES TR 1.5%
Value ($000) $6,718 Shares 59,018 Est. Cost $113.83 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $6,220 Shares 26,388 Est. Cost $193.37 Unrealized +15.3%
AAPL APPLE INC 1.2%
Value ($000) $5,324 Shares 43,582 Est. Cost $111.64 Unrealized +12.0%
KMB KIMBERLY-CLARK CORP 1.2%
Value ($000) $5,306 Shares 38,160 Est. Cost $115.84 Unrealized -4.3%
SPYG SPDR SER TR 1.0%
Value ($000) $4,233 Shares 75,051 Est. Cost $56.40 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $4,163 Shares 67,267 Est. Cost $61.89 Unrealized
SPYD SPDR SER TR 0.9%
Value ($000) $4,087 Shares 106,161 Est. Cost $38.50 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $3,726 Shares 81,047 Est. Cost $45.97 Unrealized
XLB SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,595 Shares 45,619 Est. Cost $78.80 Unrealized
SMH VANECK VECTORS ETF TR 0.8%
Value ($000) $3,547 Shares 14,565 Est. Cost $243.53 Unrealized
TFI SPDR SER TR 0.8%
Value ($000) $3,461 Shares 67,006 Est. Cost $51.65 Unrealized
SPDW SPDR INDEX SHS FDS 0.7%
Value ($000) $3,052 Shares 86,310 Est. Cost $28.72 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $3,037 Shares 6,656 Est. Cost $423.04 Unrealized +11.4%
ETF MANAGERS TR 0.7%
Value ($000) $2,997 Shares 54,591 Est. Cost $54.90 Unrealized
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $2,890 Shares 10,462 Est. Cost $208.41 Unrealized +15.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $2,862 Shares 24,194 Est. Cost $96.54 Unrealized
SLYG SPDR SER TR 0.6%
Value ($000) $2,775 Shares 32,327 Est. Cost $85.84 Unrealized
V VISA INC 0.6%
Value ($000) $2,760 Shares 13,034 Est. Cost $192.30 Unrealized +5.7%
GOOGL ALPHABET INC 0.6%
Value ($000) $2,463 Shares 1,194 Est. Cost $78.65 Unrealized +24.5%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,370 Shares 766 Est. Cost $138.05 Unrealized +14.8%
GLD SPDR GOLD TR 0.5%
Value ($000) $2,305 Shares 14,412 Est. Cost $175.68 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,233 Shares 46,644 Est. Cost $55.18 Unrealized
CPER UNITED STS COMMODITY INDEX F 0.5%
Value ($000) $2,165 Shares 87,927 Est. Cost $24.62 Unrealized
COPX GLOBAL X FDS 0.5%
Value ($000) $2,113 Shares 59,423 Est. Cost $35.56 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,937 Shares 5,203 Est. Cost $279.02 Unrealized +14.6%
SPAB SPDR SER TR 0.4%
Value ($000) $1,916 Shares 64,619 Est. Cost $29.65 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,877 Shares 6,148 Est. Cost $213.82 Unrealized +14.3%
IWM ISHARES TR 0.4%
Value ($000) $1,834 Shares 8,301 Est. Cost $220.94 Unrealized
NKE NIKE INC 0.4%
Value ($000) $1,785 Shares 13,438 Est. Cost $115.43 Unrealized +12.2%
GOOG ALPHABET INC 0.4%
Value ($000) $1,785 Shares 863 Est. Cost $98.47 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,782 Shares 9,996 Est. Cost $178.27 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $1,699 Shares 8,544 Est. Cost $171.47 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $1,698 Shares 22,381 Est. Cost $75.87 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,656 Shares 7,358 Est. Cost $171.39 Unrealized +15.9%
IGE ISHARES TR 0.4%
Value ($000) $1,649 Shares 59,806 Est. Cost $27.57 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,611 Shares 34,842 Est. Cost $46.24 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $1,594 Shares 3,355 Est. Cost $428.21 Unrealized +9.2%
INTU INTUIT 0.4%
Value ($000) $1,574 Shares 4,108 Est. Cost $310.78 Unrealized +20.3%
ITB ISHARES TR 0.3%
Value ($000) $1,520 Shares 22,392 Est. Cost $67.88 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,492 Shares 9,073 Est. Cost $128.42 Unrealized +9.6%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,475 Shares 6,175 Est. Cost $208.13 Unrealized -7.6%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,471 Shares 9,480 Est. Cost $116.63 Unrealized +21.0%
SHYG ISHARES TR 0.3%
Value ($000) $1,453 Shares 31,709 Est. Cost $79.38 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,442 Shares 4,047 Est. Cost $323.81 Unrealized +4.9%
IDXX IDEXX LABS INC 0.3%
Value ($000) $1,434 Shares 2,930 Est. Cost $391.76 Unrealized +27.9%
SJNK SPDR SER TR 0.3%
Value ($000) $1,351 Shares 49,451 Est. Cost $27.32 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $1,326 Shares 9,683 Est. Cost $119.81 Unrealized +12.0%
MSCI MSCI INC 0.3%
Value ($000) $1,269 Shares 3,028 Est. Cost $385.44 Unrealized +3.6%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $1,264 Shares 7,160 Est. Cost $174.97 Unrealized +1.4%
WST WEST PHARMACEUTICAL SVSC INC 0.3%
Value ($000) $1,257 Shares 4,465 Est. Cost $253.68 Unrealized +11.5%
DT DYNATRACE INC 0.3%
Value ($000) $1,256 Shares 26,036 Est. Cost $41.72 Unrealized +16.3%
IGSB ISHARES TR 0.3%
Value ($000) $1,240 Shares 22,683 Est. Cost $54.67 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.3%
Value ($000) $1,236 Shares 25,243 Est. Cost $41.25 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,235 Shares 11,402 Est. Cost $76.17 Unrealized +16.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,162 Shares 10,631 Est. Cost $79.56 Unrealized +18.2%
ADSK AUTODESK INC 0.3%
Value ($000) $1,140 Shares 4,113 Est. Cost $236.83 Unrealized +21.8%
NOW SERVICENOW INC 0.3%
Value ($000) $1,132 Shares 2,260 Est. Cost $95.63 Unrealized +10.4%
PEP PEPSICO INC 0.3%
Value ($000) $1,122 Shares 7,928 Est. Cost $116.68 Unrealized +1.1%
MPWR MONOLITHIC PWR SYS INC 0.3%
Value ($000) $1,115 Shares 3,159 Est. Cost $258.17 Unrealized +36.1%
CORP PIMCO ETF TR 0.3%
Value ($000) $1,113 Shares 9,987 Est. Cost $102.49 Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $1,112 Shares 1,803 Est. Cost $423.79 Unrealized
SPIB SPDR SER TR 0.3%
Value ($000) $1,110 Shares 30,634 Est. Cost $36.23 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1,101 Shares 16,684 Est. Cost $30.16 Unrealized +2.9%
FTV FORTIVE CORP 0.2%
Value ($000) $1,045 Shares 14,789 Est. Cost $47.52 Unrealized +6.6%
BIO BIO RAD LABS INC 0.2%
Value ($000) $1,032 Shares 1,806 Est. Cost $515.34 Unrealized +14.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $991 Shares 4,423 Est. Cost $177.70 Unrealized +7.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $972 Shares 3,807 Est. Cost $220.20 Unrealized +10.3%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $942 Shares 6,957 Est. Cost $114.77 Unrealized +0.8%
BLACKROCK INC 0.2%
Value ($000) $931 Shares 1,235 Est. Cost $646.04 Unrealized
ETSY ETSY INC 0.2%
Value ($000) $930 Shares 4,609 Est. Cost $127.66 Unrealized +64.0%
ABT ABBOTT LABS 0.2%
Value ($000) $898 Shares 7,492 Est. Cost $97.41 Unrealized +11.5%
RMD RESMED INC 0.2%
Value ($000) $880 Shares 4,525 Est. Cost $174.43 Unrealized +10.3%
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $880 Shares 23,547 Est. Cost $37.37 Unrealized
VIS VANGUARD WORLD FDS 0.2%
Value ($000) $870 Shares 4,596 Est. Cost $189.30 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $863 Shares 19,705 Est. Cost $43.80 Unrealized
CANADIAN PAC RY LTD 0.2%
Value ($000) $861 Shares 2,272 Est. Cost $304.50 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $860 Shares 11,555 Est. Cost $74.43 Unrealized
XYZ SQUARE INC 0.2%
Value ($000) $858 Shares 3,781 Est. Cost $185.22 Unrealized +26.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $857 Shares 19,769 Est. Cost $42.44 Unrealized
HDB HDFC BANK LTD 0.2%
Value ($000) $854 Shares 11,003 Est. Cost $61.85 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $845 Shares 3,953 Est. Cost $192.58 Unrealized +4.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $835 Shares 1,720 Est. Cost $361.41 Unrealized +23.4%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $810 Shares 9,672 Est. Cost $78.31 Unrealized +8.0%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $786 Shares 534 Est. Cost $898.03 Unrealized +88.9%
MRK MERCK & CO. INC 0.2%
Value ($000) $777 Shares 10,090 Est. Cost $63.90 Unrealized -1.3%
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $772 Shares 5,806 Est. Cost $132.97 Unrealized
VAW VANGUARD WORLD FDS 0.2%
Value ($000) $718 Shares 4,153 Est. Cost $168.45 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.2%
Value ($000) $693 Shares 2,830 Est. Cost $161.55 Unrealized +16.8%
PFE PFIZER INC 0.2%
Value ($000) $677 Shares 18,644 Est. Cost $27.83 Unrealized +0.7%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $655 Shares 6,572 Est. Cost $74.30 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $630 Shares 4,131 Est. Cost $92.32 Unrealized +37.8%
HYS PIMCO ETF TR 0.1%
Value ($000) $609 Shares 6,144 Est. Cost $99.12 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $608 Shares 27,624 Est. Cost $19.58 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $603 Shares 7,313 Est. Cost $120.31 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $598 Shares 2,699 Est. Cost $181.01 Unrealized +2.2%
ITOT ISHARES TR 0.1%
Value ($000) $592 Shares 6,465 Est. Cost $91.57 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $572 Shares 2,737 Est. Cost $184.03 Unrealized +11.3%
ALC ALCON AG 0.1%
Value ($000) $561 Shares 7,996 Est. Cost $59.03 Unrealized +18.2%
STIP ISHARES TR 0.1%
Value ($000) $545 Shares 5,151 Est. Cost $105.80 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $533 Shares 3,249 Est. Cost $159.13 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $528 Shares 478 Est. Cost $87.30 Unrealized +38.4%
WESTERN ASSET EMERGING MKTS 0.1%
Value ($000) $524 Shares 39,639 Est. Cost $13.91 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $520 Shares 1,698 Est. Cost $276.99 Unrealized +18.5%
CHGG CHEGG INC 0.1%
Value ($000) $493 Shares 5,763 Est. Cost $95.28 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $486 Shares 29,242 Est. Cost $9.94 Unrealized +16.4%
IWF ISHARES TR 0.1%
Value ($000) $484 Shares 1,990 Est. Cost $243.22 Unrealized
WMT WALMART INC 0.1%
Value ($000) $478 Shares 3,513 Est. Cost $45.20 Unrealized -4.2%
STE STERIS PLC 0.1%
Value ($000) $476 Shares 2,496 Est. Cost $156.97 Unrealized +13.2%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $467 Shares 405 Est. Cost $988.81 Unrealized +17.2%
SNN SMITH & NEPHEW PLC 0.1%
Value ($000) $426 Shares 11,237 Est. Cost $38.58 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $421 Shares 8,128 Est. Cost $37.37 Unrealized +8.7%
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $419 Shares 2,452 Est. Cost $148.98 Unrealized +11.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $416 Shares 1,271 Est. Cost $197.01 Unrealized +40.6%
NVR NVR INC 0.1%
Value ($000) $415 Shares 88 Est. Cost $4487.67 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $414 Shares 17,485 Est. Cost $15.63 Unrealized +14.1%
KO COCA COLA CO 0.1%
Value ($000) $410 Shares 7,784 Est. Cost $44.27 Unrealized -2.0%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $408 Shares 1,407 Est. Cost $254.51 Unrealized +9.2%
THO THOR INDS INC 0.1%
Value ($000) $407 Shares 3,032 Est. Cost $109.80 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $399 Shares 7,266 Est. Cost $36.01 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $397 Shares 10,465 Est. Cost $48.41 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $389 Shares 1,319 Est. Cost $272.24 Unrealized -1.8%
SPSM SPDR SER TR 0.1%
Value ($000) $385 Shares 9,110 Est. Cost $42.26 Unrealized
TER TERADYNE INC 0.1%
Value ($000) $376 Shares 3,079 Est. Cost $105.02 Unrealized +17.3%
AON AON PLC 0.1%
Value ($000) $374 Shares 1,629 Est. Cost $195.64 Unrealized +8.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $371 Shares 3,144 Est. Cost $101.70 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $362 Shares 543 Est. Cost $125.90 Unrealized +99.4%
SAP SAP SE 0.1%
Value ($000) $362 Shares 2,942 Est. Cost $130.61 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $344 Shares 4,903 Est. Cost $60.61 Unrealized 0.0%
CDW CDW CORP 0.1%
Value ($000) $342 Shares 2,067 Est. Cost $140.79 Unrealized 0.0%
CPRT COPART INC 0.1%
Value ($000) $342 Shares 3,143 Est. Cost $28.85 Unrealized -2.3%
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $341 Shares 8,838 Est. Cost $28.24 Unrealized +29.9%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $337 Shares 2,535 Est. Cost $132.94 Unrealized
COOPER COS INC 0.1%
Value ($000) $336 Shares 875 Est. Cost $384.00 Unrealized
CLOUGH GLOBAL EQUITY FD 0.1%
Value ($000) $335 Shares 22,034 Est. Cost $13.71 Unrealized
REMX VANECK VECTORS ETF TR 0.1%
Value ($000) $330 Shares 4,399 Est. Cost $75.02 Unrealized
NDSN NORDSON CORP 0.1%
Value ($000) $328 Shares 1,652 Est. Cost $176.46 Unrealized +4.5%
POOL POOL CORP 0.1%
Value ($000) $325 Shares 940 Est. Cost $328.71 Unrealized -0.0%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $317 Shares 41,334 Est. Cost $6.17 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $315 Shares 4,168 Est. Cost $27.39 Unrealized 0.0%
VIRTUS DIVIDEND INTEREST & P 0.1%
Value ($000) $308 Shares 22,370 Est. Cost $13.77 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $301 Shares 3,379 Est. Cost $66.36 Unrealized +12.4%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.1%
Value ($000) $297 Shares 1,741 Est. Cost $164.77 Unrealized 0.0%
ANSYS INC 0.1%
Value ($000) $292 Shares 859 Est. Cost $356.18 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $290 Shares 10,386 Est. Cost $25.80 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $285 Shares 479 Est. Cost $472.18 Unrealized
GEF GREIF INC 0.1%
Value ($000) $281 Shares 4,937 Est. Cost $38.30 Unrealized +14.7%
BALL BALL CORP 0.1%
Value ($000) $281 Shares 3,316 Est. Cost $76.74 Unrealized +7.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $280 Shares 1,208 Est. Cost $189.09 Unrealized 0.0%
ICLR ICON PLC 0.1%
Value ($000) $278 Shares 1,407 Est. Cost $195.93 Unrealized +0.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $277 Shares 3,809 Est. Cost $17.53 Unrealized 0.0%
LII LENNOX INTL INC 0.1%
Value ($000) $275 Shares 884 Est. Cost $272.88 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $275 Shares 736 Est. Cost $307.48 Unrealized 0.0%
QRVO QORVO INC 0.1%
Value ($000) $275 Shares 1,502 Est. Cost $175.57 Unrealized 0.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $270 Shares 2,145 Est. Cost $108.27 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $267 Shares 1,757 Est. Cost $143.54 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $264 Shares 2,000 Est. Cost $86.36 Unrealized +58.5%
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $264 Shares 1,861 Est. Cost $127.60 Unrealized 0.0%
EFX EQUIFAX INC 0.1%
Value ($000) $262 Shares 1,447 Est. Cost $170.61 Unrealized 0.0%
FLTR VANECK VECTORS ETF TR 0.1%
Value ($000) $258 Shares 10,148 Est. Cost $25.42 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $253 Shares 4,363 Est. Cost $40.75 Unrealized +3.7%
TWLO TWILIO INC 0.1%
Value ($000) $251 Shares 737 Est. Cost $312.48 Unrealized +19.9%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $245 Shares 2,012 Est. Cost $118.20 Unrealized +27.7%
FLIR SYS INC 0.1%
Value ($000) $244 Shares 4,310 Est. Cost $56.61 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $242 Shares 6,281 Est. Cost $30.64 Unrealized 0.0%
NUVEEN PFD & INCM SECURTIES 0.1%
Value ($000) $239 Shares 24,599 Est. Cost $9.72 Unrealized
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $239 Shares 1,661 Est. Cost $143.89 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $237 Shares 1,256 Est. Cost $151.36 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $232 Shares 4,148 Est. Cost $43.31 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $230 Shares 624 Est. Cost $323.73 Unrealized -7.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $218 Shares 1,639 Est. Cost $82.79 Unrealized +56.7%
DISCOVER FINL SVCS 0.0%
Value ($000) $217 Shares 2,282 Est. Cost $90.69 Unrealized
BSY BENTLEY SYS INC 0.0%
Value ($000) $214 Shares 4,584 Est. Cost $44.79 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $213 Shares 7,154 Est. Cost $30.75 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $210 Shares 2,782 Est. Cost $62.28 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $208 Shares 2,170 Est. Cost $75.46 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $205 Shares 1,097 Est. Cost $186.06 Unrealized 0.0%
SHM SPDR SER TR 0.0%
Value ($000) $203 Shares 4,074 Est. Cost $49.83 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $201 Shares 608 Est. Cost $53.37 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $201 Shares 3,938 Est. Cost $30.41 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $120 Shares 13,256 Est. Cost $4.46 Unrealized +32.3%
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $93 Shares 11,899 Est. Cost $7.82 Unrealized