WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 14, 2023

Total Value ($000): $5,905,393 (100.0% shares, 0.0% debt)

Holdings (365)

AAPL APPLE INC 5.1%
Value ($000) $301,818 Shares 1,830,311 Est. Cost $85.37 Unrealized +70.4%
MSFT MICROSOFT CORP 4.5%
Value ($000) $264,545 Shares 917,600 Est. Cost $38.03 Unrealized +555.9%
ORLY OREILLY AUTOMOTIVE INC 3.1%
Value ($000) $184,969 Shares 217,872 Est. Cost $7.50 Unrealized +630.3%
V VISA INC 3.0%
Value ($000) $174,434 Shares 773,678 Est. Cost $62.94 Unrealized +246.1%
DHR DANAHER CORPORATION 2.9%
Value ($000) $169,716 Shares 673,371 Est. Cost $27.02 Unrealized +729.4%
NVDA NVIDIA CORPORATION 2.6%
Value ($000) $155,959 Shares 561,469 Est. Cost $15.70 Unrealized +37.7%
SYK STRYKER CORPORATION 2.6%
Value ($000) $151,763 Shares 531,626 Est. Cost $60.64 Unrealized +325.0%
ANSYS INC 2.4%
Value ($000) $139,720 Shares 419,831 Est. Cost $94.54 Unrealized
HD HOME DEPOT INC 2.2%
Value ($000) $128,774 Shares 436,343 Est. Cost $61.54 Unrealized +362.6%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $123,799 Shares 798,703 Est. Cost $70.01 Unrealized +111.2%
GOOG ALPHABET INC 2.1%
Value ($000) $123,697 Shares 1,189,394 Est. Cost $107.28 Unrealized -10.7%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $119,996 Shares 807,024 Est. Cost $55.73 Unrealized +139.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.9%
Value ($000) $112,701 Shares 1,150,834 Est. Cost $55.54 Unrealized +66.2%
PEP PEPSICO INC 1.8%
Value ($000) $108,556 Shares 595,479 Est. Cost $57.48 Unrealized +176.1%
FISV FISERV INC 1.8%
Value ($000) $103,805 Shares 918,388 Est. Cost $55.24 Unrealized +99.1%
MTD METTLER TOLEDO INTERNATIONAL 1.7%
Value ($000) $100,790 Shares 65,867 Est. Cost $281.31 Unrealized +433.9%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $96,007 Shares 736,759 Est. Cost $50.58 Unrealized +153.4%
MCD MCDONALDS CORP 1.5%
Value ($000) $90,855 Shares 324,933 Est. Cost $81.55 Unrealized +207.2%
IDXX IDEXX LABS INC 1.5%
Value ($000) $87,221 Shares 174,414 Est. Cost $79.32 Unrealized +503.3%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $85,758 Shares 172,597 Est. Cost $182.23 Unrealized +158.6%
ROP ROPER TECHNOLOGIES INC 1.4%
Value ($000) $84,718 Shares 192,240 Est. Cost $200.00 Unrealized +112.2%
CB CHUBB LIMITED 1.4%
Value ($000) $80,181 Shares 412,920 Est. Cost $126.37 Unrealized +60.4%
ECL ECOLAB INC 1.3%
Value ($000) $75,384 Shares 455,410 Est. Cost $96.58 Unrealized +56.3%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $73,264 Shares 159,821 Est. Cost $299.38 Unrealized
WSO WATSCO INC 1.2%
Value ($000) $68,358 Shares 214,854 Est. Cost $177.56 Unrealized +65.4%
RMD RESMED INC 1.1%
Value ($000) $66,906 Shares 305,520 Est. Cost $56.94 Unrealized +271.0%
ABT ABBOTT LABS 1.1%
Value ($000) $65,427 Shares 646,128 Est. Cost $53.69 Unrealized +86.2%
ABBV ABBVIE INC 1.1%
Value ($000) $64,912 Shares 407,301 Est. Cost $80.38 Unrealized +71.8%
TJX TJX COS INC NEW 1.1%
Value ($000) $62,240 Shares 794,284 Est. Cost $40.69 Unrealized +85.9%
AMP AMERIPRISE FINL INC 1.0%
Value ($000) $61,950 Shares 202,121 Est. Cost $97.48 Unrealized +222.7%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $61,480 Shares 376,810 Est. Cost $78.09 Unrealized +90.1%
KMX CARMAX INC 1.0%
Value ($000) $60,341 Shares 938,727 Est. Cost $45.87 Unrealized +45.9%
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value ($000) $58,672 Shares 186,218 Est. Cost $106.68 Unrealized +181.2%
AJG GALLAGHER ARTHUR J & CO 1.0%
Value ($000) $57,270 Shares 299,355 Est. Cost $95.38 Unrealized +93.6%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $56,202 Shares 252,447 Est. Cost $79.71 Unrealized +165.3%
PAYX PAYCHEX INC 0.8%
Value ($000) $49,021 Shares 427,795 Est. Cost $25.02 Unrealized +316.9%
GOOGL ALPHABET INC 0.8%
Value ($000) $47,633 Shares 459,200 Est. Cost $106.85 Unrealized -10.9%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $47,460 Shares 82,343 Est. Cost $262.84 Unrealized +112.6%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $46,798 Shares 1,234,447 Est. Cost $32.34 Unrealized +7.1%
AMZN AMAZON COM INC 0.8%
Value ($000) $44,301 Shares 428,903 Est. Cost $123.89 Unrealized -22.0%
MRK MERCK & CO INC 0.7%
Value ($000) $42,628 Shares 400,678 Est. Cost $30.22 Unrealized +226.5%
LLY LILLY ELI & CO 0.7%
Value ($000) $42,182 Shares 122,828 Est. Cost $49.89 Unrealized +561.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $41,407 Shares 134,104 Est. Cost $176.04 Unrealized +75.1%
IRM IRON MTN INC DEL 0.7%
Value ($000) $39,401 Shares 744,685 Est. Cost $22.00 Unrealized +114.7%
CHD CHURCH & DWIGHT CO INC 0.7%
Value ($000) $39,070 Shares 441,920 Est. Cost $41.41 Unrealized +94.9%
AOS SMITH A O CORP 0.6%
Value ($000) $37,228 Shares 538,360 Est. Cost $54.97 Unrealized +12.4%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $35,563 Shares 324,303 Est. Cost $54.59 Unrealized +83.5%
VEA VANGUARD TAX-MANAGED FDS 0.6%
Value ($000) $34,990 Shares 774,633 Est. Cost $42.11 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $34,805 Shares 90,315 Est. Cost $333.83 Unrealized +6.5%
BAC BANK AMERICA CORP 0.6%
Value ($000) $32,979 Shares 1,153,110 Est. Cost $21.67 Unrealized +41.1%
CSCO CISCO SYS INC 0.5%
Value ($000) $31,977 Shares 611,709 Est. Cost $26.64 Unrealized +68.4%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $31,241 Shares 803,318 Est. Cost $33.99 Unrealized -3.8%
EMLP FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $30,965 Shares 1,162,767 Est. Cost $23.76 Unrealized
LIN LINDE PLC 0.5%
Value ($000) $30,533 Shares 85,902 Est. Cost $322.30 Unrealized 0.0%
AFL AFLAC INC 0.5%
Value ($000) $29,967 Shares 464,461 Est. Cost $36.80 Unrealized +74.6%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $29,075 Shares 101,727 Est. Cost $244.42 Unrealized +6.9%
LECO LINCOLN ELEC HLDGS INC 0.5%
Value ($000) $28,197 Shares 166,745 Est. Cost $106.47 Unrealized +54.8%
SBUX STARBUCKS CORP 0.5%
Value ($000) $27,456 Shares 263,671 Est. Cost $63.99 Unrealized +51.7%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $26,245 Shares 278,197 Est. Cost $52.28 Unrealized +53.7%
PFF ISHARES TR 0.4%
Value ($000) $25,974 Shares 831,965 Est. Cost $37.38 Unrealized
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $25,784 Shares 305,500 Est. Cost $47.48 Unrealized +66.2%
DOV DOVER CORP 0.4%
Value ($000) $25,671 Shares 168,954 Est. Cost $44.38 Unrealized +219.4%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $25,419 Shares 329,778 Est. Cost $67.08 Unrealized +5.3%
WMT WALMART INC 0.4%
Value ($000) $24,190 Shares 164,054 Est. Cost $27.40 Unrealized +67.1%
PFE PFIZER INC 0.4%
Value ($000) $23,685 Shares 580,511 Est. Cost $16.46 Unrealized +122.1%
BALL BALL CORP 0.4%
Value ($000) $22,984 Shares 417,060 Est. Cost $62.71 Unrealized -14.9%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $22,957 Shares 8,655 Est. Cost $1928.82 Unrealized +24.1%
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $22,902 Shares 506,233 Est. Cost $47.58 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.4%
Value ($000) $22,577 Shares 272,897 Est. Cost $59.51 Unrealized +32.1%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $22,433 Shares 114,313 Est. Cost $193.14 Unrealized -0.5%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $22,042 Shares 89,043 Est. Cost $109.27 Unrealized +112.5%
KO COCA COLA CO 0.4%
Value ($000) $21,879 Shares 352,716 Est. Cost $30.54 Unrealized +81.4%
META META PLATFORMS INC 0.4%
Value ($000) $21,569 Shares 101,771 Est. Cost $125.42 Unrealized +34.8%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $21,504 Shares 146,797 Est. Cost $129.35 Unrealized +7.4%
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $21,163 Shares 353,304 Est. Cost $43.60 Unrealized +48.2%
CTAS CINTAS CORP 0.3%
Value ($000) $20,460 Shares 44,221 Est. Cost $21.59 Unrealized +397.9%
QCOM QUALCOMM INC 0.3%
Value ($000) $20,359 Shares 159,575 Est. Cost $51.13 Unrealized +127.6%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $18,926 Shares 46,230 Est. Cost $296.35 Unrealized
GSK GSK PLC 0.3%
Value ($000) $18,541 Shares 521,101 Est. Cost $35.14 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $17,935 Shares 76,307 Est. Cost $16.36 Unrealized +164.6%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $17,325 Shares 76,695 Est. Cost $194.22 Unrealized +8.6%
IWM ISHARES TR 0.3%
Value ($000) $16,099 Shares 90,243 Est. Cost $181.02 Unrealized
CGNX COGNEX CORP 0.3%
Value ($000) $15,391 Shares 310,613 Est. Cost $34.65 Unrealized +42.9%
INTC INTEL CORP 0.3%
Value ($000) $15,338 Shares 469,483 Est. Cost $18.31 Unrealized +50.3%
EXPD EXPEDITORS INTL WASH INC 0.3%
Value ($000) $15,220 Shares 138,212 Est. Cost $31.69 Unrealized +230.6%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $14,884 Shares 90,233 Est. Cost $78.94 Unrealized +102.7%
LQD ISHARES TR 0.3%
Value ($000) $14,854 Shares 135,515 Est. Cost $114.57 Unrealized
CSL CARLISLE COS INC 0.2%
Value ($000) $14,419 Shares 63,779 Est. Cost $150.81 Unrealized +55.7%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $14,041 Shares 72,380 Est. Cost $67.67 Unrealized +133.7%
MZTI LANCASTER COLONY CORP 0.2%
Value ($000) $13,798 Shares 68,010 Est. Cost $86.70 Unrealized +124.4%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $12,755 Shares 254,947 Est. Cost $13.03 Unrealized +261.8%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $12,661 Shares 276,748 Est. Cost $17.60 Unrealized +144.9%
EMR EMERSON ELEC CO 0.2%
Value ($000) $12,473 Shares 143,141 Est. Cost $40.98 Unrealized +101.5%
CMI CUMMINS INC 0.2%
Value ($000) $12,281 Shares 51,412 Est. Cost $138.03 Unrealized +65.2%
MCO MOODYS CORP 0.2%
Value ($000) $11,734 Shares 38,345 Est. Cost $198.03 Unrealized +49.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $11,458 Shares 39,894 Est. Cost $114.98 Unrealized +135.0%
ORCL ORACLE CORP 0.2%
Value ($000) $11,326 Shares 121,885 Est. Cost $34.64 Unrealized +144.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $11,297 Shares 162,991 Est. Cost $36.04 Unrealized +70.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $9,775 Shares 121,251 Est. Cost $77.11 Unrealized -3.4%
SYY SYSCO CORP 0.2%
Value ($000) $9,606 Shares 124,380 Est. Cost $26.36 Unrealized +168.1%
CVS CVS HEALTH CORP 0.2%
Value ($000) $9,511 Shares 127,994 Est. Cost $53.61 Unrealized +40.3%
FTV FORTIVE CORP 0.2%
Value ($000) $9,469 Shares 138,909 Est. Cost $32.64 Unrealized +52.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $9,448 Shares 72,074 Est. Cost $118.40 Unrealized +2.0%
MMM 3M CO 0.1%
Value ($000) $8,840 Shares 84,102 Est. Cost $61.85 Unrealized +37.2%
NKE NIKE INC 0.1%
Value ($000) $7,727 Shares 63,008 Est. Cost $88.06 Unrealized +32.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $7,585 Shares 88,757 Est. Cost $35.19 Unrealized +104.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $7,069 Shares 73,275 Est. Cost $46.02 Unrealized +91.6%
AMGN AMGEN INC 0.1%
Value ($000) $6,962 Shares 28,800 Est. Cost $124.85 Unrealized +79.4%
NVS NOVARTIS AG 0.1%
Value ($000) $6,902 Shares 75,020 Est. Cost $76.78 Unrealized
RPM RPM INTL INC 0.1%
Value ($000) $6,691 Shares 76,691 Est. Cost $65.11 Unrealized +34.5%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $6,651 Shares 29,590 Est. Cost $194.71 Unrealized +14.5%
GDX VANECK ETF TRUST 0.1%
Value ($000) $6,311 Shares 195,072 Est. Cost $33.18 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $6,260 Shares 43,758 Est. Cost $22.99 Unrealized +448.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $6,245 Shares 27,291 Est. Cost $67.72 Unrealized +240.5%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $6,149 Shares 114,997 Est. Cost $47.10 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $6,127 Shares 31,068 Est. Cost $74.44 Unrealized +129.1%
STT STATE STR CORP 0.1%
Value ($000) $6,118 Shares 80,831 Est. Cost $47.84 Unrealized +59.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $6,103 Shares 25,070 Est. Cost $116.30 Unrealized +87.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $6,023 Shares 32,380 Est. Cost $42.48 Unrealized +279.8%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $5,942 Shares 61,797 Est. Cost $68.06 Unrealized +46.5%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $5,920 Shares 77,401 Est. Cost $81.60 Unrealized
T AT&T INC 0.1%
Value ($000) $5,822 Shares 302,466 Est. Cost $15.62 Unrealized +4.7%
DIS DISNEY WALT CO 0.1%
Value ($000) $5,801 Shares 57,930 Est. Cost $82.53 Unrealized +19.4%
IGSB ISHARES TR 0.1%
Value ($000) $5,498 Shares 108,782 Est. Cost $65.96 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $5,443 Shares 40,554 Est. Cost $91.55 Unrealized +27.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $5,391 Shares 14,835 Est. Cost $198.66 Unrealized +79.9%
USB US BANCORP DEL 0.1%
Value ($000) $5,333 Shares 147,929 Est. Cost $24.46 Unrealized +58.0%
HLN HALEON PLC 0.1%
Value ($000) $5,288 Shares 649,604 Est. Cost $8.00 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $5,251 Shares 69,874 Est. Cost $51.85 Unrealized +34.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $5,039 Shares 38,761 Est. Cost $113.75 Unrealized +11.9%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $4,453 Shares 46,584 Est. Cost $47.47 Unrealized +38.8%
ICLR ICON PLC 0.1%
Value ($000) $4,275 Shares 20,015 Est. Cost $116.78 Unrealized +90.6%
UNP UNION PAC CORP 0.1%
Value ($000) $4,208 Shares 20,906 Est. Cost $89.35 Unrealized +112.0%
EQIX EQUINIX INC 0.1%
Value ($000) $3,952 Shares 5,481 Est. Cost $635.68 Unrealized +4.2%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $3,887 Shares 186,896 Est. Cost $20.74 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $3,801 Shares 38,314 Est. Cost $49.58 Unrealized +100.7%
IVV ISHARES TR 0.1%
Value ($000) $3,777 Shares 9,189 Est. Cost $377.95 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $3,722 Shares 18,613 Est. Cost $57.74 Unrealized +232.9%
IJH ISHARES TR 0.1%
Value ($000) $3,658 Shares 14,621 Est. Cost $205.84 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $3,586 Shares 15,810 Est. Cost $210.52 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $3,514 Shares 94,042 Est. Cost $34.31 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $3,508 Shares 7,421 Est. Cost $252.82 Unrealized +71.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $3,439 Shares 24,636 Est. Cost $68.23 Unrealized +80.3%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $3,273 Shares 17,060 Est. Cost $185.67 Unrealized -4.2%
FPEI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $3,193 Shares 190,624 Est. Cost $20.19 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $3,179 Shares 53,419 Est. Cost $59.93 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $3,121 Shares 18,737 Est. Cost $81.26 Unrealized +96.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3,072 Shares 76,035 Est. Cost $43.32 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $3,014 Shares 27,336 Est. Cost $124.00 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $2,959 Shares 23,922 Est. Cost $101.14 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $2,929 Shares 30,294 Est. Cost $96.54 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $2,910 Shares 38,321 Est. Cost $188.65 Unrealized -59.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2,752 Shares 28,297 Est. Cost $59.56 Unrealized +46.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $2,740 Shares 73,300 Est. Cost $29.43 Unrealized +37.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $2,722 Shares 14,360 Est. Cost $192.32 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $2,718 Shares 50,899 Est. Cost $28.06 Unrealized +72.1%
BP BP PLC 0.0%
Value ($000) $2,696 Shares 71,058 Est. Cost $36.77 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $2,675 Shares 19,372 Est. Cost $139.85 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,659 Shares 32,046 Est. Cost $39.92 Unrealized +87.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2,642 Shares 10,340 Est. Cost $281.47 Unrealized -12.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $2,635 Shares 13,789 Est. Cost $109.40 Unrealized +61.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $2,600 Shares 8,100 Est. Cost $203.21 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $2,497 Shares 35,820 Est. Cost $48.15 Unrealized +26.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $2,368 Shares 9,266 Est. Cost $193.30 Unrealized +42.9%
EOG EOG RES INC 0.0%
Value ($000) $2,356 Shares 20,557 Est. Cost $83.45 Unrealized +31.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $2,323 Shares 4,915 Est. Cost $262.64 Unrealized +74.1%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,304 Shares 31,487 Est. Cost $64.78 Unrealized
DE DEERE & CO 0.0%
Value ($000) $2,294 Shares 5,556 Est. Cost $161.15 Unrealized +146.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2,277 Shares 10,795 Est. Cost $215.61 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2,178 Shares 4,717 Est. Cost $86.94 Unrealized +408.4%
IT GARTNER INC 0.0%
Value ($000) $2,167 Shares 6,652 Est. Cost $59.25 Unrealized +457.9%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $2,085 Shares 205,784 Est. Cost $11.84 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $2,040 Shares 17,291 Est. Cost $60.74 Unrealized +83.5%
CRM SALESFORCE INC 0.0%
Value ($000) $2,037 Shares 10,197 Est. Cost $178.97 Unrealized -6.8%
APTIV PLC 0.0%
Value ($000) $2,036 Shares 18,145 Est. Cost $142.28 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $2,033 Shares 3,169 Est. Cost $21.37 Unrealized +169.4%
INTU INTUIT 0.0%
Value ($000) $2,030 Shares 4,554 Est. Cost $204.61 Unrealized +97.1%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $1,995 Shares 116,331 Est. Cost $29.95 Unrealized -39.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1,941 Shares 15,026 Est. Cost $69.52 Unrealized +76.0%
EFA ISHARES TR 0.0%
Value ($000) $1,910 Shares 26,702 Est. Cost $64.95 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,769 Shares 8,858 Est. Cost $68.91 Unrealized +23.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,740 Shares 51,013 Est. Cost $35.40 Unrealized +5.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $1,738 Shares 36,257 Est. Cost $43.55 Unrealized +1.0%
DEO DIAGEO PLC 0.0%
Value ($000) $1,682 Shares 9,284 Est. Cost $142.77 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,674 Shares 22,258 Est. Cost $17.94 Unrealized +89.5%
TSLA TESLA INC 0.0%
Value ($000) $1,640 Shares 7,907 Est. Cost $256.02 Unrealized -31.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,602 Shares 7,842 Est. Cost $157.51 Unrealized +20.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,586 Shares 11,760 Est. Cost $37.05 Unrealized +217.3%
OEF ISHARES TR 0.0%
Value ($000) $1,559 Shares 8,335 Est. Cost $86.57 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1,538 Shares 4,577 Est. Cost $207.41 Unrealized +54.3%
DVY ISHARES TR 0.0%
Value ($000) $1,479 Shares 12,618 Est. Cost $80.72 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $1,449 Shares 20,721 Est. Cost $65.16 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,442 Shares 9,060 Est. Cost $56.72 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $1,399 Shares 6,210 Est. Cost $118.81 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $1,366 Shares 27,467 Est. Cost $32.49 Unrealized +50.5%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $1,343 Shares 3,570 Est. Cost $216.43 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1,330 Shares 13,121 Est. Cost $55.82 Unrealized +64.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,324 Shares 10,417 Est. Cost $77.29 Unrealized +74.2%
IEFA ISHARES TR 0.0%
Value ($000) $1,321 Shares 19,756 Est. Cost $69.34 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $1,316 Shares 46,950 Est. Cost $30.36 Unrealized -7.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,287 Shares 17,926 Est. Cost $26.74 Unrealized +7.2%
OZK BANK OZK LITTLE ROCK ARK 0.0%
Value ($000) $1,281 Shares 37,443 Est. Cost $29.00 Unrealized +29.0%
IWF ISHARES TR 0.0%
Value ($000) $1,270 Shares 5,198 Est. Cost $174.77 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $1,259 Shares 7,603 Est. Cost $59.09 Unrealized +151.5%
DOW DOW INC 0.0%
Value ($000) $1,258 Shares 22,943 Est. Cost $40.46 Unrealized +16.9%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $1,255 Shares 16,041 Est. Cost $57.30 Unrealized +21.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,252 Shares 34,133 Est. Cost $48.84 Unrealized -24.9%
HSY HERSHEY CO 0.0%
Value ($000) $1,230 Shares 4,836 Est. Cost $90.61 Unrealized +139.7%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $1,212 Shares 7,199 Est. Cost $72.30 Unrealized +128.0%
UNILEVER PLC 0.0%
Value ($000) $1,210 Shares 23,294 Est. Cost $56.66 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,195 Shares 10,940 Est. Cost $115.03 Unrealized
BLACKROCK INC 0.0%
Value ($000) $1,179 Shares 1,762 Est. Cost $499.82 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $1,179 Shares 4,844 Est. Cost $91.28 Unrealized +151.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,178 Shares 26,406 Est. Cost $32.87 Unrealized +10.4%
WAT WATERS CORP 0.0%
Value ($000) $1,173 Shares 3,788 Est. Cost $111.44 Unrealized +190.3%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $1,161 Shares 37,420 Est. Cost $27.26 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,158 Shares 12,219 Est. Cost $38.09 Unrealized +119.3%
CTVA CORTEVA INC 0.0%
Value ($000) $1,142 Shares 18,934 Est. Cost $36.48 Unrealized +62.1%
EEM ISHARES TR 0.0%
Value ($000) $1,094 Shares 27,727 Est. Cost $41.35 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $1,089 Shares 7,431 Est. Cost $61.74 Unrealized +120.7%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $1,086 Shares 13,050 Est. Cost $82.02 Unrealized -13.3%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,083 Shares 13,950 Est. Cost $23.20 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $1,066 Shares 50,000 Est. Cost $25.56 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1,054 Shares 12,855 Est. Cost $71.08 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $1,051 Shares 11,966 Est. Cost $69.29 Unrealized +17.1%
USMV ISHARES TR 0.0%
Value ($000) $1,043 Shares 14,345 Est. Cost $50.49 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,038 Shares 13,525 Est. Cost $84.51 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $1,034 Shares 14,006 Est. Cost $80.85 Unrealized -13.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,005 Shares 4,405 Est. Cost $156.06 Unrealized +39.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $999 Shares 5,969 Est. Cost $81.06 Unrealized +91.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $992 Shares 6,082 Est. Cost $51.75 Unrealized +182.8%
FAST FASTENAL CO 0.0%
Value ($000) $991 Shares 18,373 Est. Cost $21.38 Unrealized +11.8%
JILL J JILL INC 0.0%
Value ($000) $990 Shares 38,000 Est. Cost $13.46 Unrealized +91.2%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $984 Shares 78,000 Est. Cost $18.47 Unrealized -23.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $980 Shares 3,976 Est. Cost $248.78 Unrealized -3.2%
XYL XYLEM INC 0.0%
Value ($000) $975 Shares 9,314 Est. Cost $47.48 Unrealized +112.5%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $925 Shares 58,966 Est. Cost $17.12 Unrealized
VMWARE INC 0.0%
Value ($000) $907 Shares 7,268 Est. Cost $135.03 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $907 Shares 11,251 Est. Cost $107.20 Unrealized -30.0%
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $858 Shares 73,446 Est. Cost $14.72 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $858 Shares 17,465 Est. Cost $51.24 Unrealized -3.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $828 Shares 6,739 Est. Cost $46.10 Unrealized +142.7%
PPG PPG INDS INC 0.0%
Value ($000) $796 Shares 5,960 Est. Cost $92.59 Unrealized +30.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $772 Shares 22,332 Est. Cost $69.37 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $737 Shares 6,649 Est. Cost $59.53 Unrealized +98.5%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $731 Shares 5,253 Est. Cost $48.94 Unrealized +167.0%
BCE BCE INC 0.0%
Value ($000) $718 Shares 16,029 Est. Cost $30.86 Unrealized +16.9%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $706 Shares 8,636 Est. Cost $36.03 Unrealized +6.8%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $694 Shares 13,000 Est. Cost $33.08 Unrealized
WAB WABTEC 0.0%
Value ($000) $693 Shares 6,854 Est. Cost $90.27 Unrealized +11.3%
FLOT ISHARES TR 0.0%
Value ($000) $692 Shares 13,725 Est. Cost $50.70 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $690 Shares 36,501 Est. Cost $15.54 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $683 Shares 9,555 Est. Cost $89.37 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $678 Shares 2,229 Est. Cost $109.64 Unrealized +169.1%
MS MORGAN STANLEY 0.0%
Value ($000) $676 Shares 7,700 Est. Cost $68.33 Unrealized +24.1%
CSX CSX CORP 0.0%
Value ($000) $668 Shares 22,325 Est. Cost $26.56 Unrealized +10.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $667 Shares 25,754 Est. Cost $35.76 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $654 Shares 4,339 Est. Cost $88.76 Unrealized +80.9%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $634 Shares 2,763 Est. Cost $255.31 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $628 Shares 1,352 Est. Cost $100.03 Unrealized -12.9%
SO SOUTHERN CO 0.0%
Value ($000) $621 Shares 8,932 Est. Cost $37.02 Unrealized +63.9%
BA BOEING CO 0.0%
Value ($000) $595 Shares 2,799 Est. Cost $137.86 Unrealized +50.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $581 Shares 4,654 Est. Cost $100.19 Unrealized +11.7%
SHEL SHELL PLC 0.0%
Value ($000) $579 Shares 10,055 Est. Cost $53.10 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $573 Shares 15,020 Est. Cost $24.81 Unrealized +30.8%
STERICYCLE INC 0.0%
Value ($000) $571 Shares 13,098 Est. Cost $105.25 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $562 Shares 3,069 Est. Cost $161.09 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $552 Shares 3,218 Est. Cost $96.18 Unrealized +78.9%
ILMN ILLUMINA INC 0.0%
Value ($000) $549 Shares 2,362 Est. Cost $330.68 Unrealized -38.1%
BARRICK GOLD CORP 0.0%
Value ($000) $543 Shares 29,225 Est. Cost $15.98 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $520 Shares 3,650 Est. Cost $136.54 Unrealized +15.6%
MOO VANECK ETF TRUST 0.0%
Value ($000) $518 Shares 5,967 Est. Cost $57.40 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $517 Shares 2,600 Est. Cost $230.90 Unrealized -7.4%
IWN ISHARES TR 0.0%
Value ($000) $511 Shares 3,730 Est. Cost $124.26 Unrealized
DANAHER CORPORATION 0.0%
Value ($000) $510 Shares 400 Est. Cost $1322.50 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $507 Shares 40,266 Est. Cost $10.30 Unrealized -0.9%
AGG ISHARES TR 0.0%
Value ($000) $506 Shares 5,083 Est. Cost $105.17 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $504 Shares 2,442 Est. Cost $91.54 Unrealized +98.8%
STE STERIS PLC 0.0%
Value ($000) $495 Shares 2,589 Est. Cost $186.88 Unrealized +0.8%
MET METLIFE INC 0.0%
Value ($000) $490 Shares 8,461 Est. Cost $32.77 Unrealized +88.5%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $477 Shares 2,000 Est. Cost $248.05 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $474 Shares 3,115 Est. Cost $131.45 Unrealized
NBN NORTHEAST BK LEWISTON ME 0.0%
Value ($000) $471 Shares 14,000 Est. Cost $21.29 Unrealized +98.0%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $466 Shares 10,687 Est. Cost $47.17 Unrealized -4.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $466 Shares 1 Est. Cost $485492.47 Unrealized -3.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $465 Shares 1,349 Est. Cost $155.75 Unrealized +120.7%
DXCM DEXCOM INC 0.0%
Value ($000) $465 Shares 4,000 Est. Cost $90.51 Unrealized +23.7%
WEX WEX INC 0.0%
Value ($000) $464 Shares 2,525 Est. Cost $150.30 Unrealized +21.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $461 Shares 3,056 Est. Cost $84.60 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $434 Shares 6,796 Est. Cost $84.34 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $433 Shares 1,323 Est. Cost $191.26 Unrealized +69.2%
SPDR SER TR 0.0%
Value ($000) $421 Shares 5,015 Est. Cost $86.53 Unrealized
OSBC OLD SECOND BANCORP INC ILL 0.0%
Value ($000) $417 Shares 29,686 Est. Cost $12.93 Unrealized +18.2%
HESS CORP 0.0%
Value ($000) $417 Shares 3,153 Est. Cost $107.88 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $416 Shares 6,365 Est. Cost $49.40 Unrealized +21.3%
ABNB AIRBNB INC 0.0%
Value ($000) $415 Shares 3,340 Est. Cost $156.89 Unrealized -27.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $413 Shares 600 Est. Cost $277.38 Unrealized +124.1%
WILLIAMS ROWLAND ACQUISITION 0.0%
Value ($000) $410 Shares 40,000 Est. Cost $10.03 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $409 Shares 2,386 Est. Cost $134.49 Unrealized +19.1%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $400 Shares 4,536 Est. Cost $57.27 Unrealized +47.0%
LNN LINDSAY CORP 0.0%
Value ($000) $397 Shares 2,628 Est. Cost $145.90 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $397 Shares 4,361 Est. Cost $70.06 Unrealized +17.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $396 Shares 1,117 Est. Cost $272.43 Unrealized +19.4%
IVE ISHARES TR 0.0%
Value ($000) $395 Shares 2,600 Est. Cost $114.29 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $391 Shares 6,994 Est. Cost $52.91 Unrealized -4.4%
HUM HUMANA INC 0.0%
Value ($000) $375 Shares 773 Est. Cost $300.46 Unrealized +59.2%
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $374 Shares 9,991 Est. Cost $42.49 Unrealized 0.0%
KELLOGG CO 0.0%
Value ($000) $368 Shares 5,489 Est. Cost $45.47 Unrealized +25.9%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $356 Shares 1,525 Est. Cost $119.65 Unrealized +121.1%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $353 Shares 4,781 Est. Cost $40.41 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $346 Shares 1,040 Est. Cost $307.00 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $346 Shares 3,028 Est. Cost $108.70 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $344 Shares 6,550 Est. Cost $53.34 Unrealized -1.6%
EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $340 Shares 24,776 Est. Cost $23.13 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $338 Shares 1,592 Est. Cost $209.06 Unrealized +3.7%
HUBS HUBSPOT INC 0.0%
Value ($000) $335 Shares 781 Est. Cost $192.93 Unrealized +89.2%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $332 Shares 4,766 Est. Cost $61.09 Unrealized +14.9%
TPR TAPESTRY INC 0.0%
Value ($000) $332 Shares 7,700 Est. Cost $34.34 Unrealized +15.4%
MUB ISHARES TR 0.0%
Value ($000) $329 Shares 3,057 Est. Cost $102.56 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $329 Shares 21,264 Est. Cost $11.48 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $328 Shares 7,021 Est. Cost $28.59 Unrealized +68.4%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $327 Shares 3,104 Est. Cost $94.92 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $325 Shares 2,493 Est. Cost $82.23 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $321 Shares 8,900 Est. Cost $31.57 Unrealized +14.4%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $317 Shares 916 Est. Cost $290.04 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $313 Shares 992 Est. Cost $285.70 Unrealized +6.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $306 Shares 2,316 Est. Cost $85.17 Unrealized +42.9%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $300 Shares 1,000 Est. Cost $219.87 Unrealized +32.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $295 Shares 5,637 Est. Cost $65.68 Unrealized +6.9%
IBB ISHARES TR 0.0%
Value ($000) $292 Shares 2,257 Est. Cost $173.42 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $291 Shares 5,360 Est. Cost $42.61 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $288 Shares 2,412 Est. Cost $107.44 Unrealized +22.3%
BHP BHP GROUP LTD 0.0%
Value ($000) $286 Shares 4,509 Est. Cost $62.05 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $280 Shares 707 Est. Cost $318.25 Unrealized +28.1%
NTAP NETAPP INC 0.0%
Value ($000) $277 Shares 4,344 Est. Cost $46.56 Unrealized +30.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $277 Shares 4,435 Est. Cost $37.70 Unrealized +45.6%
FLRN SPDR SER TR 0.0%
Value ($000) $274 Shares 9,000 Est. Cost $30.67 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $272 Shares 2,475 Est. Cost $88.03 Unrealized +30.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $264 Shares 1,711 Est. Cost $127.74 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $256 Shares 1,262 Est. Cost $69.32 Unrealized +217.2%
FORM FORMFACTOR INC 0.0%
Value ($000) $255 Shares 8,000 Est. Cost $28.65 Unrealized 0.0%
BLD TOPBUILD CORP 0.0%
Value ($000) $254 Shares 1,222 Est. Cost $193.38 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $254 Shares 8,030 Est. Cost $32.98 Unrealized +5.0%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $246 Shares 7,920 Est. Cost $21.80 Unrealized +33.7%
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $243 Shares 2,600 Est. Cost $83.00 Unrealized +19.1%
DISCOVER FINL SVCS 0.0%
Value ($000) $234 Shares 2,367 Est. Cost $90.85 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $233 Shares 2,539 Est. Cost $128.00 Unrealized -28.4%
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $226 Shares 6,178 Est. Cost $30.34 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $225 Shares 2,742 Est. Cost $80.03 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $225 Shares 5,808 Est. Cost $32.51 Unrealized +5.2%
SCZ ISHARES TR 0.0%
Value ($000) $224 Shares 3,764 Est. Cost $59.51 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $224 Shares 3,675 Est. Cost $55.44 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $222 Shares 2,922 Est. Cost $71.05 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $219 Shares 4,934 Est. Cost $47.30 Unrealized -8.4%
OKE ONEOK INC NEW 0.0%
Value ($000) $217 Shares 3,410 Est. Cost $52.27 Unrealized +9.7%
VNT VONTIER CORPORATION 0.0%
Value ($000) $216 Shares 7,899 Est. Cost $24.17 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value ($000) $216 Shares 2,383 Est. Cost $90.55 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $214 Shares 2,760 Est. Cost $78.15 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $207 Shares 466 Est. Cost $444.67 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $205 Shares 2,899 Est. Cost $67.67 Unrealized +5.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $201 Shares 3,635 Est. Cost $25.10 Unrealized +0.3%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $149 Shares 17,200 Est. Cost $37.85 Unrealized
AMCOR PLC 0.0%
Value ($000) $131 Shares 11,500 Est. Cost $10.22 Unrealized -0.8%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $90 Shares 11,500 Est. Cost $9.48 Unrealized
GEOVAX LABS INC 0.0%
Value ($000) $11 Shares 16,994 Est. Cost $3.39 Unrealized