ROMAN BUTLER FULLERTON & CO Diversified Active

CIK: 0000733444 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 5, 2022

Total Value ($000): $216,127 (100.0% shares, 0.0% debt)

Holdings (193)

AAPL APPLE INC 5.3%
Value ($000) $11,554 Shares 66,172 Est. Cost $99.16 Unrealized +66.2%
MSFT MICROSOFT CORP 5.2%
Value ($000) $11,309 Shares 36,681 Est. Cost $124.28 Unrealized +134.5%
MA MASTERCARD INCORPORATED 3.0%
Value ($000) $6,382 Shares 17,858 Est. Cost $247.72 Unrealized +41.9%
NVDA NVIDIA CORPORATION 2.5%
Value ($000) $5,309 Shares 19,455 Est. Cost $16.77 Unrealized +49.3%
AMZN AMAZON COM INC 2.1%
Value ($000) $4,632 Shares 1,421 Est. Cost $89.48 Unrealized +72.7%
VIG VANGUARD SPECIALIZED FUNDS 2.0%
Value ($000) $4,359 Shares 26,878 Est. Cost $121.27 Unrealized
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $4,314 Shares 28,236 Est. Cost $75.73 Unrealized +87.7%
GOOGL ALPHABET INC 1.9%
Value ($000) $4,075 Shares 1,465 Est. Cost $73.68 Unrealized +83.0%
PFF ISHARES TR 1.8%
Value ($000) $3,988 Shares 109,491 Est. Cost $35.12 Unrealized
IWD ISHARES TR 1.7%
Value ($000) $3,676 Shares 22,147 Est. Cost $165.98 Unrealized
ITW ILLINOIS TOOL WKS INC 1.7%
Value ($000) $3,575 Shares 1,709 Est. Cost $171.66 Unrealized +18.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $3,399 Shares 9,631 Est. Cost $209.18 Unrealized +54.6%
FTCS FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $3,358 Shares 42,943 Est. Cost $60.69 Unrealized
PANW PALO ALTO NETWORKS INC 1.5%
Value ($000) $3,266 Shares 5,247 Est. Cost $68.28 Unrealized +31.1%
XLE SELECT SECTOR SPDR TR 1.4%
Value ($000) $3,069 Shares 40,146 Est. Cost $76.45 Unrealized
NOBL PROSHARES TR 1.4%
Value ($000) $3,025 Shares 31,877 Est. Cost $70.63 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $2,704 Shares 9,032 Est. Cost $166.26 Unrealized +88.9%
PFE PFIZER INC 1.2%
Value ($000) $2,652 Shares 51,233 Est. Cost $29.42 Unrealized +44.4%
EATON VANCE ENHANCED EQUITY 1.2%
Value ($000) $2,548 Shares 138,403 Est. Cost $13.61 Unrealized
GOOG ALPHABET INC 1.1%
Value ($000) $2,447 Shares 876 Est. Cost $64.57 Unrealized +109.0%
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $2,293 Shares 7,971 Est. Cost $183.10 Unrealized
DE DEERE & CO 1.0%
Value ($000) $2,247 Shares 5,407 Est. Cost $355.56 Unrealized +2.1%
CNC CENTENE CORP DEL 1.0%
Value ($000) $2,246 Shares 26,682 Est. Cost $74.97 Unrealized +9.4%
LLY LILLY ELI & CO 1.0%
Value ($000) $2,242 Shares 7,828 Est. Cost $193.11 Unrealized +28.7%
DIS DISNEY WALT CO 0.9%
Value ($000) $2,026 Shares 14,772 Est. Cost $111.78 Unrealized +26.4%
WMT WALMART INC 0.9%
Value ($000) $2,023 Shares 13,583 Est. Cost $31.53 Unrealized +41.4%
FANG DIAMONDBACK ENERGY INC 0.9%
Value ($000) $1,994 Shares 14,546 Est. Cost $107.62 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,990 Shares 11,227 Est. Cost $116.09 Unrealized +30.8%
CBRE GBL REAL ESTATE INC FD 0.8%
Value ($000) $1,797 Shares 198,739 Est. Cost $7.34 Unrealized
SSUS STRATEGY SHS 0.8%
Value ($000) $1,783 Shares 50,137 Est. Cost $35.56 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $1,764 Shares 3,887 Est. Cost $260.75 Unrealized
IEO ISHARES TR 0.8%
Value ($000) $1,700 Shares 20,165 Est. Cost $84.30 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $1,697 Shares 15,519 Est. Cost $83.69 Unrealized +42.6%
EATON VANCE TAX-MANAGED GLOB 0.8%
Value ($000) $1,684 Shares 165,143 Est. Cost $9.79 Unrealized
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,593 Shares 11,631 Est. Cost $90.70 Unrealized
NDAQ NASDAQ INC 0.7%
Value ($000) $1,569 Shares 8,805 Est. Cost $25.58 Unrealized +118.9%
SIGNIFY HEALTH INC 0.7%
Value ($000) $1,558 Shares 85,865 Est. Cost $18.14 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,472 Shares 20,152 Est. Cost $43.08 Unrealized +31.9%
USMV ISHARES TR 0.7%
Value ($000) $1,456 Shares 18,765 Est. Cost $58.98 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $1,442 Shares 12,183 Est. Cost $63.22 Unrealized +82.5%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,436 Shares 10,531 Est. Cost $88.36 Unrealized +51.3%
LOW LOWES COS INC 0.7%
Value ($000) $1,431 Shares 7,076 Est. Cost $97.03 Unrealized +119.9%
DGRO ISHARES TR 0.6%
Value ($000) $1,351 Shares 25,289 Est. Cost $39.23 Unrealized
AEE AMEREN CORP 0.6%
Value ($000) $1,341 Shares 14,302 Est. Cost $55.28 Unrealized +40.8%
ORCL ORACLE CORP 0.6%
Value ($000) $1,331 Shares 16,084 Est. Cost $43.21 Unrealized +78.1%
MRVL MARVELL TECHNOLOGY INC 0.6%
Value ($000) $1,281 Shares 17,868 Est. Cost $70.89 Unrealized 0.0%
TGT TARGET CORP 0.6%
Value ($000) $1,279 Shares 6,025 Est. Cost $127.16 Unrealized +50.5%
FNCL FIDELITY COVINGTON TRUST 0.6%
Value ($000) $1,272 Shares 23,488 Est. Cost $51.52 Unrealized
BAC BK OF AMERICA CORP 0.6%
Value ($000) $1,241 Shares 30,112 Est. Cost $24.87 Unrealized +64.1%
META META PLATFORMS INC 0.6%
Value ($000) $1,222 Shares 5,496 Est. Cost $194.27 Unrealized +27.8%
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,219 Shares 12,047 Est. Cost $55.67 Unrealized +65.3%
DAC DANAOS CORPORATION 0.6%
Value ($000) $1,212 Shares 11,819 Est. Cost $78.87 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $1,172 Shares 2,572 Est. Cost $250.64 Unrealized +92.0%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $1,152 Shares 8,122 Est. Cost $86.18 Unrealized +45.6%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,138 Shares 22,334 Est. Cost $39.86 Unrealized +4.1%
DG DOLLAR GEN CORP NEW 0.5%
Value ($000) $1,138 Shares 5,112 Est. Cost $98.63 Unrealized +101.6%
EATON VANCE ENHANCED EQUITY 0.5%
Value ($000) $1,134 Shares 54,016 Est. Cost $17.09 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,126 Shares 9,740 Est. Cost $257.00 Unrealized -48.3%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $1,105 Shares 3,895 Est. Cost $156.48 Unrealized +82.9%
FHLC FIDELITY COVINGTON TRUST 0.5%
Value ($000) $1,087 Shares 16,553 Est. Cost $58.86 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,053 Shares 11,637 Est. Cost $55.22 Unrealized
ILCG ISHARES TR 0.5%
Value ($000) $1,045 Shares 16,074 Est. Cost $110.16 Unrealized
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $1,026 Shares 20,621 Est. Cost $36.45 Unrealized +14.8%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $1,021 Shares 10,053 Est. Cost $63.87 Unrealized +20.5%
VRP INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,015 Shares 41,531 Est. Cost $23.86 Unrealized
FTNT FORTINET INC 0.5%
Value ($000) $1,010 Shares 2,955 Est. Cost $37.49 Unrealized +65.8%
PEP PEPSICO INC 0.5%
Value ($000) $1,005 Shares 6,003 Est. Cost $94.56 Unrealized +57.0%
IRM IRON MTN INC NEW 0.5%
Value ($000) $996 Shares 17,979 Est. Cost $24.14 Unrealized +69.6%
ASML ASML HOLDING N V 0.4%
Value ($000) $971 Shares 1,454 Est. Cost $425.29 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $968 Shares 9,870 Est. Cost $56.01 Unrealized +56.1%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $946 Shares 4,158 Est. Cost $125.20 Unrealized +57.3%
MRK MERCK & CO INC 0.4%
Value ($000) $935 Shares 11,391 Est. Cost $63.05 Unrealized +10.8%
DVY ISHARES TR 0.4%
Value ($000) $881 Shares 6,875 Est. Cost $92.49 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $878 Shares 17,715 Est. Cost $48.40 Unrealized -4.6%
CSCO CISCO SYS INC 0.4%
Value ($000) $874 Shares 15,669 Est. Cost $38.19 Unrealized +31.6%
SWBI SMITH & WESSON BRANDS INC 0.4%
Value ($000) $873 Shares 57,685 Est. Cost $16.80 Unrealized 0.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $859 Shares 3,475 Est. Cost $160.43 Unrealized +42.0%
F FORD MTR CO DEL 0.4%
Value ($000) $824 Shares 48,732 Est. Cost $12.62 Unrealized +15.2%
CAT CATERPILLAR INC 0.4%
Value ($000) $820 Shares 3,682 Est. Cost $115.24 Unrealized +69.6%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $804 Shares 10,322 Est. Cost $83.39 Unrealized 0.0%
KR KROGER CO 0.4%
Value ($000) $800 Shares 13,952 Est. Cost $27.51 Unrealized +65.9%
T AT&T INC 0.4%
Value ($000) $759 Shares 32,113 Est. Cost $18.22 Unrealized -18.2%
CTAS CINTAS CORP 0.3%
Value ($000) $755 Shares 1,774 Est. Cost $42.52 Unrealized +120.8%
MP MP MATERIALS CORP 0.3%
Value ($000) $731 Shares 12,747 Est. Cost $44.01 Unrealized 0.0%
STM STMICROELECTRONICS N V 0.3%
Value ($000) $725 Shares 16,778 Est. Cost $38.95 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $718 Shares 9,400 Est. Cost $90.66 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $710 Shares 3,186 Est. Cost $167.99 Unrealized
AOR ISHARES TR 0.3%
Value ($000) $700 Shares 12,975 Est. Cost $56.12 Unrealized
V VISA INC 0.3%
Value ($000) $699 Shares 3,150 Est. Cost $190.92 Unrealized +10.0%
SR SPIRE INC 0.3%
Value ($000) $680 Shares 9,474 Est. Cost $73.27 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $672 Shares 35,526 Est. Cost $13.29 Unrealized +6.8%
ABBV ABBVIE INC 0.3%
Value ($000) $670 Shares 4,134 Est. Cost $67.01 Unrealized +88.7%
BUD ANHEUSER BUSCH INBEV SA/NV 0.3%
Value ($000) $670 Shares 11,151 Est. Cost $55.73 Unrealized
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $646 Shares 4,878 Est. Cost $77.15 Unrealized +56.8%
PFXF VANECK ETF TRUST 0.3%
Value ($000) $640 Shares 31,159 Est. Cost $19.20 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $633 Shares 4,869 Est. Cost $96.16 Unrealized +16.6%
KO COCA COLA CO 0.3%
Value ($000) $605 Shares 9,754 Est. Cost $39.52 Unrealized +36.8%
IJR ISHARES TR 0.3%
Value ($000) $593 Shares 5,501 Est. Cost $88.13 Unrealized
FDX FEDEX CORP 0.3%
Value ($000) $592 Shares 2,560 Est. Cost $256.56 Unrealized -15.8%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $572 Shares 3,516 Est. Cost $66.30 Unrealized +85.1%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $571 Shares 1,576 Est. Cost $219.35 Unrealized
CI CIGNA CORP NEW 0.3%
Value ($000) $561 Shares 2,341 Est. Cost $185.51 Unrealized +17.7%
RIVN RIVIAN AUTOMOTIVE INC 0.3%
Value ($000) $550 Shares 10,957 Est. Cost $60.85 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $548 Shares 12,234 Est. Cost $68.76 Unrealized
UNILEVER PLC 0.3%
Value ($000) $541 Shares 11,868 Est. Cost $53.08 Unrealized
VTR VENTAS INC 0.2%
Value ($000) $534 Shares 8,647 Est. Cost $43.98 Unrealized +8.2%
CNXC CONCENTRIX CORP 0.2%
Value ($000) $524 Shares 3,146 Est. Cost $176.37 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $518 Shares 3,793 Est. Cost $55.80 Unrealized +96.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $513 Shares 6,217 Est. Cost $47.28 Unrealized +43.6%
AOM ISHARES TR 0.2%
Value ($000) $510 Shares 11,864 Est. Cost $37.99 Unrealized
XYZ BLOCK INC 0.2%
Value ($000) $499 Shares 3,678 Est. Cost $70.61 Unrealized +71.4%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $498 Shares 2,830 Est. Cost $175.97 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $497 Shares 6,085 Est. Cost $54.30 Unrealized +33.8%
AMGN AMGEN INC 0.2%
Value ($000) $496 Shares 2,049 Est. Cost $154.93 Unrealized +31.2%
HDV ISHARES TR 0.2%
Value ($000) $493 Shares 4,613 Est. Cost $87.77 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $486 Shares 953 Est. Cost $242.36 Unrealized +86.1%
DEO DIAGEO PLC 0.2%
Value ($000) $486 Shares 2,392 Est. Cost $141.96 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $477 Shares 4,634 Est. Cost $109.96 Unrealized
DOW DOW INC 0.2%
Value ($000) $476 Shares 7,463 Est. Cost $48.26 Unrealized 0.0%
NHI NATIONAL HEALTH INVS INC 0.2%
Value ($000) $471 Shares 7,985 Est. Cost $74.62 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $462 Shares 5,050 Est. Cost $58.52 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $453 Shares 2,964 Est. Cost $130.44 Unrealized +17.7%
GM GENERAL MTRS CO 0.2%
Value ($000) $448 Shares 10,233 Est. Cost $45.06 Unrealized +6.9%
FSTA FIDELITY COVINGTON TRUST 0.2%
Value ($000) $444 Shares 9,678 Est. Cost $34.24 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $441 Shares 5,589 Est. Cost $76.17 Unrealized
RY ROYAL BK CDA 0.2%
Value ($000) $428 Shares 3,879 Est. Cost $73.88 Unrealized +51.7%
HON HONEYWELL INTL INC 0.2%
Value ($000) $416 Shares 2,137 Est. Cost $146.39 Unrealized +16.4%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $415 Shares 19,790 Est. Cost $13.23 Unrealized +10.6%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $412 Shares 3,803 Est. Cost $95.85 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $407 Shares 6,066 Est. Cost $49.48 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $397 Shares 2,453 Est. Cost $145.94 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $388 Shares 2,459 Est. Cost $148.16 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $387 Shares 359 Est. Cost $311.47 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $387 Shares 672 Est. Cost $440.01 Unrealized +13.8%
PSX PHILLIPS 66 0.2%
Value ($000) $383 Shares 4,432 Est. Cost $71.34 Unrealized +2.1%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $381 Shares 1,671 Est. Cost $132.59 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $381 Shares 2,498 Est. Cost $155.76 Unrealized 0.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $380 Shares 2,962 Est. Cost $92.61 Unrealized +24.3%
BA BOEING CO 0.2%
Value ($000) $369 Shares 1,925 Est. Cost $288.14 Unrealized -30.3%
TIP ISHARES TR 0.2%
Value ($000) $362 Shares 2,907 Est. Cost $124.53 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $359 Shares 3,623 Est. Cost $86.76 Unrealized 0.0%
URI UNITED RENTALS INC 0.2%
Value ($000) $355 Shares 1,000 Est. Cost $316.24 Unrealized 0.0%
UA UNDER ARMOUR INC 0.2%
Value ($000) $348 Shares 22,391 Est. Cost $8.50 Unrealized +84.3%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $347 Shares 1,330 Est. Cost $237.33 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $342 Shares 758 Est. Cost $319.07 Unrealized
RGR STURM RUGER & CO INC 0.2%
Value ($000) $341 Shares 4,900 Est. Cost $53.15 Unrealized +29.5%
DHR DANAHER CORPORATION 0.2%
Value ($000) $336 Shares 1,147 Est. Cost $173.99 Unrealized +41.2%
NUVEEN MUN VALUE FD INC 0.2%
Value ($000) $334 Shares 34,835 Est. Cost $9.59 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $331 Shares 2,090 Est. Cost $92.85 Unrealized +53.5%
IWS ISHARES TR 0.2%
Value ($000) $329 Shares 2,754 Est. Cost $119.46 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $322 Shares 8,401 Est. Cost $39.49 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $320 Shares 1,273 Est. Cost $146.03 Unrealized +47.1%
D DOMINION ENERGY INC 0.1%
Value ($000) $318 Shares 3,747 Est. Cost $53.36 Unrealized +25.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $316 Shares 535 Est. Cost $425.03 Unrealized +33.7%
CRM SALESFORCE COM INC 0.1%
Value ($000) $315 Shares 1,483 Est. Cost $185.15 Unrealized +14.8%
ROL ROLLINS INC 0.1%
Value ($000) $307 Shares 8,756 Est. Cost $27.47 Unrealized +12.4%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $304 Shares 1,508 Est. Cost $157.13 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $302 Shares 1,211 Est. Cost $210.03 Unrealized +26.9%
NFLX NETFLIX INC 0.1%
Value ($000) $299 Shares 797 Est. Cost $50.92 Unrealized -18.2%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $297 Shares 2,520 Est. Cost $78.03 Unrealized +43.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $292 Shares 865 Est. Cost $244.42 Unrealized +30.3%
TSN TYSON FOODS INC 0.1%
Value ($000) $290 Shares 3,235 Est. Cost $53.24 Unrealized +51.0%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $283 Shares 8,780 Est. Cost $22.79 Unrealized 0.0%
FSK FS KKR CAP CORP 0.1%
Value ($000) $282 Shares 12,375 Est. Cost $12.43 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $281 Shares 2,137 Est. Cost $77.69 Unrealized +74.9%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $280 Shares 23,672 Est. Cost $10.97 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $273 Shares 657 Est. Cost $279.02 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $271 Shares 18,320 Est. Cost $14.36 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $268 Shares 3,212 Est. Cost $85.47 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $267 Shares 1,161 Est. Cost $215.98 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $258 Shares 4,339 Est. Cost $61.47 Unrealized -10.3%
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $249 Shares 772 Est. Cost $274.65 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $247 Shares 2,227 Est. Cost $93.67 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $243 Shares 3,581 Est. Cost $49.89 Unrealized +17.8%
MMM 3M CO 0.1%
Value ($000) $242 Shares 1,623 Est. Cost $124.43 Unrealized -7.9%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $241 Shares 4,186 Est. Cost $52.42 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $240 Shares 2,387 Est. Cost $124.46 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $238 Shares 4,329 Est. Cost $54.98 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $238 Shares 1,098 Est. Cost $184.39 Unrealized 0.0%
ABM ABM INDS INC 0.1%
Value ($000) $234 Shares 5,078 Est. Cost $42.31 Unrealized -5.2%
ABNB AIRBNB INC 0.1%
Value ($000) $227 Shares 1,319 Est. Cost $159.27 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $218 Shares 2,183 Est. Cost $78.10 Unrealized +5.8%
HAWAIIAN HOLDINGS INC 0.1%
Value ($000) $215 Shares 10,931 Est. Cost $25.18 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $215 Shares 588 Est. Cost $325.46 Unrealized 0.0%
VERINT SYS INC 0.1%
Value ($000) $214 Shares 4,136 Est. Cost $52.47 Unrealized
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $213 Shares 26,305 Est. Cost $8.36 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $212 Shares 6,799 Est. Cost $31.18 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $210 Shares 4,026 Est. Cost $37.13 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $209 Shares 976 Est. Cost $168.57 Unrealized +5.1%
QRVO QORVO INC 0.1%
Value ($000) $205 Shares 1,310 Est. Cost $148.27 Unrealized -8.7%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $201 Shares 4,383 Est. Cost $40.90 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $200 Shares 1,578 Est. Cost $107.20 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $200 Shares 1,626 Est. Cost $115.50 Unrealized -1.3%