Probity Advisors, Inc. Diversified Active

CIK: 0001676603 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $433,692 (100.0% shares, 0.0% debt)

Holdings (179)

IVE ISHARES TR 10.0%
Value ($000) $43,520 Shares 282,894 Est. Cost $113.03 Unrealized
IVW ISHARES TR 8.4%
Value ($000) $36,587 Shares 534,747 Est. Cost $79.52 Unrealized
SLQD ISHARES TR 6.6%
Value ($000) $28,535 Shares 594,531 Est. Cost $51.50 Unrealized
IJS ISHARES TR 5.7%
Value ($000) $24,602 Shares 275,750 Est. Cost $114.67 Unrealized
IEFA ISHARES TR 5.2%
Value ($000) $22,505 Shares 349,731 Est. Cost $60.77 Unrealized
SHYG ISHARES TR 4.3%
Value ($000) $18,712 Shares 456,058 Est. Cost $43.81 Unrealized
EMB ISHARES TR 3.6%
Value ($000) $15,638 Shares 189,503 Est. Cost $108.22 Unrealized
FLOT ISHARES TR 3.3%
Value ($000) $14,438 Shares 283,706 Est. Cost $50.64 Unrealized
IJT ISHARES TR 2.7%
Value ($000) $11,833 Shares 107,887 Est. Cost $129.09 Unrealized
IEMG ISHARES INC 2.2%
Value ($000) $9,481 Shares 199,229 Est. Cost $50.41 Unrealized
SPSB SPDR SER TR 1.9%
Value ($000) $8,147 Shares 277,879 Est. Cost $30.34 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $7,286 Shares 23,075 Est. Cost $48.02 Unrealized +575.9%
SPYV SPDR SER TR 1.7%
Value ($000) $7,184 Shares 174,120 Est. Cost $31.24 Unrealized
SPDW SPDR INDEX SHS FDS 1.6%
Value ($000) $6,728 Shares 216,951 Est. Cost $30.57 Unrealized
SPYG SPDR SER TR 1.5%
Value ($000) $6,289 Shares 106,087 Est. Cost $36.60 Unrealized
PCY INVESCO EXCH TRADED FD TR II 1.3%
Value ($000) $5,837 Shares 319,468 Est. Cost $23.08 Unrealized
SLYV SPDR SER TR 1.2%
Value ($000) $5,398 Shares 74,585 Est. Cost $76.29 Unrealized
SPIB SPDR SER TR 1.2%
Value ($000) $5,194 Shares 165,164 Est. Cost $36.51 Unrealized
LQD ISHARES TR 1.2%
Value ($000) $5,150 Shares 50,484 Est. Cost $119.98 Unrealized
HYG ISHARES TR 1.0%
Value ($000) $4,309 Shares 58,450 Est. Cost $82.59 Unrealized
SHY ISHARES TR 1.0%
Value ($000) $4,221 Shares 52,127 Est. Cost $85.19 Unrealized
IGSB ISHARES TR 0.9%
Value ($000) $3,857 Shares 77,411 Est. Cost $52.04 Unrealized
SPEM SPDR INDEX SHS FDS 0.9%
Value ($000) $3,792 Shares 112,969 Est. Cost $36.51 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.9%
Value ($000) $3,774 Shares 48,348 Est. Cost $47.69 Unrealized +65.1%
SUB ISHARES TR 0.8%
Value ($000) $3,340 Shares 32,469 Est. Cost $106.50 Unrealized
LAM RESEARCH CORP 0.7%
Value ($000) $3,072 Shares 4,902 Est. Cost $197.86 Unrealized
IDEV ISHARES TR 0.7%
Value ($000) $2,959 Shares 50,773 Est. Cost $51.14 Unrealized
VBK VANGUARD INDEX FDS 0.7%
Value ($000) $2,861 Shares 13,360 Est. Cost $141.24 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $2,770 Shares 10,172 Est. Cost $147.16 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $2,740 Shares 5,101 Est. Cost $65.21 Unrealized +677.2%
SCZ ISHARES TR 0.6%
Value ($000) $2,622 Shares 46,440 Est. Cost $62.29 Unrealized
SLYG SPDR SER TR 0.6%
Value ($000) $2,487 Shares 33,949 Est. Cost $92.74 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $2,446 Shares 35,494 Est. Cost $56.16 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $2,325 Shares 15,599 Est. Cost $70.72 Unrealized +91.4%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $2,118 Shares 13,322 Est. Cost $51.55 Unrealized +208.2%
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,088 Shares 22,881 Est. Cost $47.63 Unrealized +94.1%
AVGO BROADCOM INC 0.4%
Value ($000) $1,926 Shares 2,319 Est. Cost $29.98 Unrealized +180.1%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,792 Shares 12,993 Est. Cost $87.66 Unrealized
SHV ISHARES TR 0.4%
Value ($000) $1,779 Shares 16,106 Est. Cost $110.47 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,767 Shares 5,460 Est. Cost $172.57 Unrealized +82.7%
MRK MERCK & CO INC 0.4%
Value ($000) $1,766 Shares 17,152 Est. Cost $63.12 Unrealized +58.2%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,741 Shares 6,375 Est. Cost $118.73 Unrealized +120.2%
ARISTA NETWORKS INC 0.4%
Value ($000) $1,676 Shares 9,111 Est. Cost $172.02 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,673 Shares 10,742 Est. Cost $91.05 Unrealized +68.4%
DE DEERE & CO 0.4%
Value ($000) $1,667 Shares 4,418 Est. Cost $113.30 Unrealized +251.2%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,591 Shares 21,174 Est. Cost $82.66 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,537 Shares 12,094 Est. Cost $122.11 Unrealized +9.7%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $1,527 Shares 9,572 Est. Cost $110.89 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $1,524 Shares 8,901 Est. Cost $98.25 Unrealized +84.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,481 Shares 5,623 Est. Cost $142.06 Unrealized +89.7%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,367 Shares 25,428 Est. Cost $39.72 Unrealized +26.6%
IJR ISHARES TR 0.3%
Value ($000) $1,366 Shares 14,480 Est. Cost $71.13 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,330 Shares 48,590 Est. Cost $22.63 Unrealized +22.9%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,231 Shares 3,011 Est. Cost $267.06 Unrealized +55.4%
PFE PFIZER INC 0.3%
Value ($000) $1,193 Shares 35,976 Est. Cost $22.83 Unrealized +33.9%
GOOG ALPHABET INC 0.3%
Value ($000) $1,174 Shares 8,901 Est. Cost $108.55 Unrealized +18.9%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,110 Shares 9,267 Est. Cost $33.44 Unrealized +222.6%
NTR NUTRIEN LTD 0.3%
Value ($000) $1,084 Shares 17,556 Est. Cost $34.70 Unrealized +68.0%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,079 Shares 6,923 Est. Cost $109.05 Unrealized +39.1%
INTC INTEL CORP 0.2%
Value ($000) $1,073 Shares 30,176 Est. Cost $28.37 Unrealized +20.6%
SJM SMUCKER J M CO 0.2%
Value ($000) $1,061 Shares 8,634 Est. Cost $92.43 Unrealized +40.4%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,053 Shares 8,048 Est. Cost $107.03 Unrealized +20.0%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,040 Shares 5,280 Est. Cost $70.44 Unrealized +191.0%
URI UNITED RENTALS INC 0.2%
Value ($000) $1,035 Shares 2,328 Est. Cost $127.88 Unrealized +250.0%
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $1,019 Shares 34,973 Est. Cost $33.85 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $993 Shares 17,446 Est. Cost $33.78 Unrealized +67.9%
BOKF BOK FINL CORP 0.2%
Value ($000) $991 Shares 12,384 Est. Cost $48.97 Unrealized +62.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $968 Shares 6,676 Est. Cost $81.74 Unrealized +74.1%
HD HOME DEPOT INC 0.2%
Value ($000) $964 Shares 3,191 Est. Cost $140.31 Unrealized +115.9%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $952 Shares 5,037 Est. Cost $116.31 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $912 Shares 8,249 Est. Cost $80.37 Unrealized +44.8%
RPM RPM INTL INC 0.2%
Value ($000) $900 Shares 9,493 Est. Cost $50.52 Unrealized +93.0%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $890 Shares 11,795 Est. Cost $34.48 Unrealized +116.3%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $884 Shares 20,221 Est. Cost $36.76 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $880 Shares 11,699 Est. Cost $50.42 Unrealized +47.5%
ALB ALBEMARLE CORP 0.2%
Value ($000) $868 Shares 5,104 Est. Cost $85.89 Unrealized +122.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $864 Shares 26,670 Est. Cost $40.67 Unrealized -28.7%
BCE BCE INC 0.2%
Value ($000) $850 Shares 22,282 Est. Cost $29.20 Unrealized +18.5%
USB US BANCORP DEL 0.2%
Value ($000) $843 Shares 25,500 Est. Cost $31.81 Unrealized +2.2%
JNK SPDR SER TR 0.2%
Value ($000) $842 Shares 9,317 Est. Cost $101.50 Unrealized
BMO BANK MONTREAL QUE 0.2%
Value ($000) $839 Shares 9,948 Est. Cost $61.44 Unrealized +29.5%
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $817 Shares 13,552 Est. Cost $58.71 Unrealized +6.2%
WMT WALMART INC 0.2%
Value ($000) $811 Shares 5,070 Est. Cost $36.77 Unrealized +40.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $788 Shares 5,403 Est. Cost $72.40 Unrealized +99.1%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $773 Shares 22,974 Est. Cost $23.74 Unrealized +28.5%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $769 Shares 10,268 Est. Cost $59.23 Unrealized +19.3%
KELLANOVA 0.2%
Value ($000) $730 Shares 12,263 Est. Cost $48.73 Unrealized +12.7%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $724 Shares 7,046 Est. Cost $87.79 Unrealized +23.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $689 Shares 1,967 Est. Cost $192.33 Unrealized +84.5%
GPC GENUINE PARTS CO 0.2%
Value ($000) $683 Shares 4,729 Est. Cost $79.78 Unrealized +81.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $677 Shares 7,317 Est. Cost $65.12 Unrealized +32.3%
DTE DTE ENERGY CO 0.2%
Value ($000) $674 Shares 6,790 Est. Cost $65.80 Unrealized +50.1%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $672 Shares 12,955 Est. Cost $42.97 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $661 Shares 1,547 Est. Cost $361.18 Unrealized
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $653 Shares 7,158 Est. Cost $54.96 Unrealized +70.6%
NOW SERVICENOW INC 0.2%
Value ($000) $651 Shares 1,165 Est. Cost $95.78 Unrealized +19.1%
NKE NIKE INC 0.1%
Value ($000) $633 Shares 6,615 Est. Cost $95.33 Unrealized +3.1%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $631 Shares 5,214 Est. Cost $89.50 Unrealized +26.9%
DEO DIAGEO PLC 0.1%
Value ($000) $618 Shares 4,140 Est. Cost $134.38 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $611 Shares 3,015 Est. Cost $201.95 Unrealized +5.7%
ADBE ADOBE INC 0.1%
Value ($000) $610 Shares 1,196 Est. Cost $321.62 Unrealized +63.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $607 Shares 5,160 Est. Cost $80.11 Unrealized +26.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $599 Shares 8,634 Est. Cost $36.83 Unrealized +82.5%
PSX PHILLIPS 66 0.1%
Value ($000) $592 Shares 4,924 Est. Cost $65.53 Unrealized +57.7%
T AT&T INC 0.1%
Value ($000) $588 Shares 39,162 Est. Cost $15.37 Unrealized -15.7%
IGIB ISHARES TR 0.1%
Value ($000) $586 Shares 12,037 Est. Cost $54.14 Unrealized
CNC CENTENE CORP DEL 0.1%
Value ($000) $584 Shares 8,482 Est. Cost $64.85 Unrealized +2.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $578 Shares 3,428 Est. Cost $74.12 Unrealized +96.7%
QSR RESTAURANT BRANDS INTL INC 0.1%
Value ($000) $566 Shares 8,496 Est. Cost $56.16 Unrealized +27.9%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $564 Shares 4,075 Est. Cost $69.89 Unrealized +100.9%
FDX FEDEX CORP 0.1%
Value ($000) $561 Shares 2,118 Est. Cost $116.16 Unrealized +112.4%
AGCO AGCO CORP 0.1%
Value ($000) $558 Shares 4,716 Est. Cost $41.83 Unrealized +188.6%
V VISA INC 0.1%
Value ($000) $551 Shares 2,395 Est. Cost $178.33 Unrealized +32.4%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $547 Shares 5,839 Est. Cost $48.46 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $532 Shares 2,612 Est. Cost $84.64 Unrealized +143.6%
SNY SANOFI 0.1%
Value ($000) $510 Shares 9,504 Est. Cost $49.68 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $501 Shares 8,568 Est. Cost $134.34 Unrealized -51.6%
IVV ISHARES TR 0.1%
Value ($000) $499 Shares 1,162 Est. Cost $395.62 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $495 Shares 8,425 Est. Cost $50.77 Unrealized +15.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $493 Shares 5,674 Est. Cost $76.80 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $492 Shares 7,261 Est. Cost $59.29 Unrealized +12.0%
DGRO ISHARES TR 0.1%
Value ($000) $485 Shares 9,789 Est. Cost $38.86 Unrealized
BLACKROCK INC 0.1%
Value ($000) $476 Shares 737 Est. Cost $531.55 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $473 Shares 12,070 Est. Cost $36.10 Unrealized
REG REGENCY CTRS CORP 0.1%
Value ($000) $468 Shares 7,866 Est. Cost $48.08 Unrealized +18.9%
PEP PEPSICO INC 0.1%
Value ($000) $449 Shares 2,647 Est. Cost $94.34 Unrealized +77.2%
CTVA CORTEVA INC 0.1%
Value ($000) $445 Shares 8,698 Est. Cost $24.35 Unrealized +111.6%
F FORD MTR CO DEL 0.1%
Value ($000) $444 Shares 35,787 Est. Cost $10.79 Unrealized +2.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $441 Shares 5,437 Est. Cost $105.44 Unrealized -20.9%
SO SOUTHERN CO 0.1%
Value ($000) $440 Shares 6,800 Est. Cost $33.63 Unrealized +89.7%
IWF ISHARES TR 0.1%
Value ($000) $430 Shares 1,617 Est. Cost $214.24 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $410 Shares 3,650 Est. Cost $110.94 Unrealized +11.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $405 Shares 2,312 Est. Cost $55.01 Unrealized +221.7%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $399 Shares 24,065 Est. Cost $11.31 Unrealized +34.9%
TSN TYSON FOODS INC 0.1%
Value ($000) $395 Shares 7,818 Est. Cost $55.42 Unrealized -11.7%
SNA SNAP ON INC 0.1%
Value ($000) $394 Shares 1,543 Est. Cost $125.83 Unrealized +101.6%
ABT ABBOTT LABS 0.1%
Value ($000) $384 Shares 3,960 Est. Cost $35.72 Unrealized +181.2%
SHEL SHELL PLC 0.1%
Value ($000) $376 Shares 5,835 Est. Cost $54.22 Unrealized
ALLETE INC 0.1%
Value ($000) $372 Shares 7,048 Est. Cost $62.84 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $372 Shares 3,511 Est. Cost $48.99 Unrealized +130.2%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $372 Shares 11,838 Est. Cost $53.07 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $370 Shares 120 Est. Cost $1867.55 Unrealized +59.5%
SHOCKWAVE MED INC 0.1%
Value ($000) $364 Shares 1,827 Est. Cost $132.12 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $360 Shares 1,198 Est. Cost $245.05 Unrealized +22.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $355 Shares 4,020 Est. Cost $76.33 Unrealized +9.5%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $354 Shares 918 Est. Cost $441.15 Unrealized -11.0%
AI C3 AI INC 0.1%
Value ($000) $345 Shares 13,501 Est. Cost $12.52 Unrealized +166.6%
SKM SK TELECOM LTD 0.1%
Value ($000) $338 Shares 15,745 Est. Cost $21.46 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $316 Shares 1,815 Est. Cost $70.97 Unrealized +149.3%
SPTS SPDR SER TR 0.1%
Value ($000) $307 Shares 10,678 Est. Cost $29.86 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $299 Shares 8,400 Est. Cost $14.60 Unrealized +145.1%
MMM 3M CO 0.1%
Value ($000) $297 Shares 3,169 Est. Cost $108.72 Unrealized -26.8%
UNILEVER PLC 0.1%
Value ($000) $295 Shares 5,973 Est. Cost $48.94 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $294 Shares 583 Est. Cost $319.66 Unrealized +47.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $294 Shares 1,169 Est. Cost $154.93 Unrealized +60.9%
ETN EATON CORP PLC 0.1%
Value ($000) $289 Shares 1,354 Est. Cost $74.77 Unrealized +180.5%
GSK GSK PLC 0.1%
Value ($000) $285 Shares 7,855 Est. Cost $35.81 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $280 Shares 2,036 Est. Cost $199.01 Unrealized -17.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $278 Shares 4,337 Est. Cost $74.90 Unrealized -13.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $277 Shares 2,491 Est. Cost $102.66 Unrealized +7.2%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $273 Shares 1,925 Est. Cost $76.96 Unrealized +58.7%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value ($000) $271 Shares 17,488 Est. Cost $13.78 Unrealized
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $265 Shares 3,591 Est. Cost $64.60 Unrealized +11.1%
IJK ISHARES TR 0.1%
Value ($000) $263 Shares 3,644 Est. Cost $62.98 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $257 Shares 9,370 Est. Cost $30.68 Unrealized -11.7%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $256 Shares 2,639 Est. Cost $56.81 Unrealized +81.4%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $253 Shares 3,403 Est. Cost $48.66 Unrealized +55.9%
KLAC KLA CORP 0.1%
Value ($000) $251 Shares 548 Est. Cost $290.28 Unrealized +61.7%
SLG SL GREEN RLTY CORP 0.1%
Value ($000) $249 Shares 6,682 Est. Cost $37.30 Unrealized
SMP STANDARD MTR PRODS INC 0.1%
Value ($000) $239 Shares 7,100 Est. Cost $36.48 Unrealized -0.2%
FLEX FLEX LTD 0.1%
Value ($000) $236 Shares 8,743 Est. Cost $15.00 Unrealized +35.1%
KO COCA COLA CO 0.1%
Value ($000) $233 Shares 4,170 Est. Cost $34.01 Unrealized +63.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $219 Shares 713 Est. Cost $184.37 Unrealized +65.1%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $218 Shares 13,629 Est. Cost $9.36 Unrealized +70.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $211 Shares 1,750 Est. Cost $90.41 Unrealized +37.5%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $209 Shares 1,218 Est. Cost $162.68 Unrealized +4.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $209 Shares 1,400 Est. Cost $142.37 Unrealized +11.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $188 Shares 13,431 Est. Cost $6.61 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $141 Shares 10,953 Est. Cost $21.92 Unrealized