JGP Wealth Management, LLC Diversified Active

CIK: 0001748278 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 9, 2024

Total Value ($000): $776,825 (100.0% shares, 0.0% debt)

Holdings (178)

AAPL APPLE INC 6.6%
Value ($000) $51,235 Shares 219,895 Est. Cost $103.65 Unrealized +114.1%
IVV ISHARES TR 4.2%
Value ($000) $32,901 Shares 57,039 Est. Cost $537.38 Unrealized
KLAC KLA CORP 4.0%
Value ($000) $30,917 Shares 39,924 Est. Cost $302.27 Unrealized +156.4%
MSFT MICROSOFT CORP 4.0%
Value ($000) $30,796 Shares 71,568 Est. Cost $141.45 Unrealized +199.1%
ITOT ISHARES TR 3.3%
Value ($000) $25,475 Shares 202,792 Est. Cost $92.49 Unrealized
JPM JPMORGAN CHASE & CO. 2.5%
Value ($000) $19,348 Shares 91,756 Est. Cost $104.81 Unrealized +95.6%
ADP AUTOMATIC DATA PROCESSING IN 2.4%
Value ($000) $18,916 Shares 68,355 Est. Cost $152.92 Unrealized +65.8%
PNC PNC FINL SVCS GROUP INC 2.4%
Value ($000) $18,664 Shares 100,967 Est. Cost $132.48 Unrealized +26.4%
ADI ANALOG DEVICES INC 2.3%
Value ($000) $17,516 Shares 76,099 Est. Cost $123.94 Unrealized +77.6%
DGRO ISHARES TR 2.2%
Value ($000) $17,121 Shares 273,106 Est. Cost $57.74 Unrealized
AMGN AMGEN INC 2.2%
Value ($000) $17,031 Shares 52,856 Est. Cost $182.75 Unrealized +71.4%
DGX QUEST DIAGNOSTICS INC 2.0%
Value ($000) $15,285 Shares 98,457 Est. Cost $119.67 Unrealized +21.8%
TSCO TRACTOR SUPPLY CO 2.0%
Value ($000) $15,195 Shares 52,230 Est. Cost $35.09 Unrealized +49.7%
NEE NEXTERA ENERGY INC 1.9%
Value ($000) $14,843 Shares 175,596 Est. Cost $59.48 Unrealized +25.9%
LEN LENNAR CORP 1.9%
Value ($000) $14,635 Shares 78,062 Est. Cost $69.71 Unrealized +135.6%
GWW GRAINGER W W INC 1.9%
Value ($000) $14,629 Shares 14,082 Est. Cost $331.95 Unrealized +188.3%
LOW LOWES COS INC 1.9%
Value ($000) $14,530 Shares 53,646 Est. Cost $107.80 Unrealized +119.1%
INTU INTUIT 1.8%
Value ($000) $14,123 Shares 22,743 Est. Cost $621.48 Unrealized +1.9%
APD AIR PRODS & CHEMS INC 1.7%
Value ($000) $13,588 Shares 45,638 Est. Cost $183.22 Unrealized +43.6%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $12,767 Shares 78,778 Est. Cost $127.27 Unrealized +19.9%
PAYX PAYCHEX INC 1.6%
Value ($000) $12,723 Shares 94,811 Est. Cost $72.75 Unrealized +67.6%
ICE INTERCONTINENTAL EXCHANGE IN 1.6%
Value ($000) $12,489 Shares 77,743 Est. Cost $107.85 Unrealized +40.6%
POOL POOL CORP 1.6%
Value ($000) $12,223 Shares 32,440 Est. Cost $338.70 Unrealized -0.0%
RTX RTX CORPORATION 1.5%
Value ($000) $11,369 Shares 93,833 Est. Cost $65.87 Unrealized +68.6%
AFL AFLAC INC 1.5%
Value ($000) $11,322 Shares 101,271 Est. Cost $42.99 Unrealized +129.7%
CDW CDW CORP 1.4%
Value ($000) $11,043 Shares 48,799 Est. Cost $227.15 Unrealized -4.2%
DFEM DIMENSIONAL ETF TRUST 1.4%
Value ($000) $10,713 Shares 380,580 Est. Cost $23.51 Unrealized
ITW ILLINOIS TOOL WKS INC 1.4%
Value ($000) $10,684 Shares 40,768 Est. Cost $145.10 Unrealized +63.5%
DVY ISHARES TR 1.3%
Value ($000) $10,474 Shares 77,547 Est. Cost $123.39 Unrealized
WMT WALMART INC 1.3%
Value ($000) $10,442 Shares 129,318 Est. Cost $47.53 Unrealized +52.5%
ABT ABBOTT LABS 1.3%
Value ($000) $10,379 Shares 91,039 Est. Cost $77.44 Unrealized +38.3%
LHX L3HARRIS TECHNOLOGIES INC 1.3%
Value ($000) $10,302 Shares 43,309 Est. Cost $182.67 Unrealized +23.0%
VSS VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $10,103 Shares 80,204 Est. Cost $104.02 Unrealized
JKHY HENRY JACK & ASSOC INC 1.2%
Value ($000) $9,542 Shares 54,052 Est. Cost $145.27 Unrealized +14.3%
NKE NIKE INC 1.2%
Value ($000) $9,541 Shares 107,934 Est. Cost $80.40 Unrealized -5.5%
FDS FACTSET RESH SYS INC 1.2%
Value ($000) $9,449 Shares 20,548 Est. Cost $246.84 Unrealized +69.4%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $9,448 Shares 226,197 Est. Cost $35.88 Unrealized +5.2%
SCI SERVICE CORP INTL 1.2%
Value ($000) $9,166 Shares 116,132 Est. Cost $66.60 Unrealized +14.1%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $8,801 Shares 50,814 Est. Cost $78.81 Unrealized +108.4%
PEP PEPSICO INC 1.0%
Value ($000) $7,604 Shares 44,719 Est. Cost $102.02 Unrealized +59.7%
CHD CHURCH & DWIGHT CO INC 1.0%
Value ($000) $7,550 Shares 72,101 Est. Cost $75.30 Unrealized +34.0%
MDT MEDTRONIC PLC 1.0%
Value ($000) $7,401 Shares 82,201 Est. Cost $80.22 Unrealized +0.8%
ISTB ISHARES TR 0.7%
Value ($000) $5,548 Shares 113,976 Est. Cost $48.78 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $4,604 Shares 37,911 Est. Cost $93.26 Unrealized +26.6%
HD HOME DEPOT INC 0.6%
Value ($000) $4,483 Shares 11,064 Est. Cost $185.78 Unrealized +89.8%
AMZN AMAZON COM INC 0.5%
Value ($000) $4,213 Shares 22,613 Est. Cost $126.88 Unrealized +43.8%
IEFA ISHARES TR 0.5%
Value ($000) $3,988 Shares 51,097 Est. Cost $67.55 Unrealized
SYK STRYKER CORPORATION 0.5%
Value ($000) $3,771 Shares 10,437 Est. Cost $220.68 Unrealized +54.3%
ABBV ABBVIE INC 0.4%
Value ($000) $3,489 Shares 17,669 Est. Cost $76.84 Unrealized +132.6%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $3,443 Shares 67,851 Est. Cost $50.34 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $3,344 Shares 3,772 Est. Cost $265.61 Unrealized +224.5%
ORCL ORACLE CORP 0.4%
Value ($000) $3,214 Shares 18,862 Est. Cost $85.17 Unrealized +68.0%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $3,212 Shares 15,547 Est. Cost $137.41 Unrealized +40.4%
IAGG ISHARES TR 0.4%
Value ($000) $2,909 Shares 56,136 Est. Cost $51.84 Unrealized
PSA PUBLIC STORAGE OPER CO 0.4%
Value ($000) $2,758 Shares 7,579 Est. Cost $231.95 Unrealized +32.2%
TGT TARGET CORP 0.3%
Value ($000) $2,552 Shares 16,375 Est. Cost $110.28 Unrealized +27.9%
GOOGL ALPHABET INC 0.3%
Value ($000) $2,411 Shares 14,538 Est. Cost $114.96 Unrealized +45.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $2,296 Shares 7,540 Est. Cost $162.68 Unrealized +63.9%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,292 Shares 3,920 Est. Cost $285.69 Unrealized +80.7%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $2,249 Shares 21,757 Est. Cost $68.81 Unrealized +32.7%
IEMG ISHARES INC 0.3%
Value ($000) $2,140 Shares 37,273 Est. Cost $53.07 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,888 Shares 16,109 Est. Cost $81.11 Unrealized +35.7%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,833 Shares 8,829 Est. Cost $87.95 Unrealized +132.3%
KO COCA COLA CO 0.2%
Value ($000) $1,626 Shares 22,626 Est. Cost $44.10 Unrealized +48.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,573 Shares 2,742 Est. Cost $520.40 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,552 Shares 1,752 Est. Cost $281.24 Unrealized +216.6%
DOV DOVER CORP 0.2%
Value ($000) $1,536 Shares 8,013 Est. Cost $87.04 Unrealized +106.1%
PFE PFIZER INC 0.2%
Value ($000) $1,516 Shares 52,379 Est. Cost $27.50 Unrealized -3.0%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $1,494 Shares 6,936 Est. Cost $127.80 Unrealized +50.1%
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $1,493 Shares 9,639 Est. Cost $101.78 Unrealized +38.2%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $1,472 Shares 14,350 Est. Cost $61.12 Unrealized +52.2%
FISV FISERV INC 0.2%
Value ($000) $1,452 Shares 8,084 Est. Cost $118.92 Unrealized +38.7%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $1,446 Shares 17,566 Est. Cost $66.06 Unrealized +13.7%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $1,316 Shares 5,959 Est. Cost $168.18 Unrealized +24.8%
AGG ISHARES TR 0.2%
Value ($000) $1,302 Shares 12,860 Est. Cost $97.79 Unrealized
MTB M & T BK CORP 0.2%
Value ($000) $1,276 Shares 7,164 Est. Cost $137.38 Unrealized +15.8%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,261 Shares 7,040 Est. Cost $151.92 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,257 Shares 3,012 Est. Cost $327.52 Unrealized +12.7%
FTNT FORTINET INC 0.2%
Value ($000) $1,244 Shares 16,035 Est. Cost $56.94 Unrealized +20.0%
CMI CUMMINS INC 0.2%
Value ($000) $1,222 Shares 3,773 Est. Cost $213.03 Unrealized +35.2%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,204 Shares 3,153 Est. Cost $261.37 Unrealized +32.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,155 Shares 4,078 Est. Cost $240.95 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,142 Shares 8,354 Est. Cost $96.45 Unrealized +23.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,102 Shares 20,707 Est. Cost $38.95 Unrealized +20.1%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $1,061 Shares 4,755 Est. Cost $123.14 Unrealized +76.2%
CPRT COPART INC 0.1%
Value ($000) $1,044 Shares 19,924 Est. Cost $38.21 Unrealized +35.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,042 Shares 10,684 Est. Cost $54.93 Unrealized +50.8%
TSLA TESLA INC 0.1%
Value ($000) $1,008 Shares 3,852 Est. Cost $257.06 Unrealized -11.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,008 Shares 2,051 Est. Cost $382.46 Unrealized +21.7%
RMD RESMED INC 0.1%
Value ($000) $1,003 Shares 4,109 Est. Cost $202.14 Unrealized +9.2%
BALL BALL CORP 0.1%
Value ($000) $995 Shares 14,648 Est. Cost $52.19 Unrealized +19.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $986 Shares 2,790 Est. Cost $243.33 Unrealized +32.6%
V VISA INC 0.1%
Value ($000) $936 Shares 3,405 Est. Cost $155.22 Unrealized +72.5%
DHR DANAHER CORPORATION 0.1%
Value ($000) $933 Shares 3,355 Est. Cost $242.81 Unrealized +8.1%
SNA SNAP ON INC 0.1%
Value ($000) $929 Shares 3,206 Est. Cost $213.28 Unrealized +24.6%
ADBE ADOBE INC 0.1%
Value ($000) $922 Shares 1,780 Est. Cost $452.88 Unrealized +21.1%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $917 Shares 4,567 Est. Cost $197.35 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $903 Shares 20,113 Est. Cost $33.19 Unrealized +15.7%
ADSK AUTODESK INC 0.1%
Value ($000) $899 Shares 3,265 Est. Cost $251.72 Unrealized 0.0%
HUBB HUBBELL INC 0.1%
Value ($000) $893 Shares 2,084 Est. Cost $356.71 Unrealized +5.8%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $872 Shares 4,498 Est. Cost $137.97 Unrealized +20.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $871 Shares 1,893 Est. Cost $284.48 Unrealized +55.4%
USB US BANCORP DEL 0.1%
Value ($000) $867 Shares 18,970 Est. Cost $37.46 Unrealized +9.8%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $865 Shares 6,030 Est. Cost $136.38 Unrealized +5.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $858 Shares 5,824 Est. Cost $123.34 Unrealized +13.5%
META META PLATFORMS INC 0.1%
Value ($000) $841 Shares 1,470 Est. Cost $211.95 Unrealized +141.6%
GOOG ALPHABET INC 0.1%
Value ($000) $824 Shares 4,927 Est. Cost $108.23 Unrealized +55.4%
SHY ISHARES TR 0.1%
Value ($000) $824 Shares 9,906 Est. Cost $81.93 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $756 Shares 7,896 Est. Cost $92.36 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $746 Shares 14,550 Est. Cost $50.33 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $719 Shares 1,473 Est. Cost $301.54 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $711 Shares 2,624 Est. Cost $294.81 Unrealized -6.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $694 Shares 3,502 Est. Cost $129.62 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $691 Shares 1 Est. Cost $292921.40 Unrealized +126.6%
DOW DOW INC 0.1%
Value ($000) $670 Shares 12,256 Est. Cost $48.96 Unrealized -2.1%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $632 Shares 2,104 Est. Cost $362.44 Unrealized -15.9%
SLQD ISHARES TR 0.1%
Value ($000) $623 Shares 12,347 Est. Cost $49.40 Unrealized
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $619 Shares 41,150 Est. Cost $5.68 Unrealized +135.7%
NFLX NETFLIX INC 0.1%
Value ($000) $575 Shares 811 Est. Cost $49.78 Unrealized +34.3%
IVW ISHARES TR 0.1%
Value ($000) $565 Shares 5,896 Est. Cost $85.76 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $555 Shares 2,748 Est. Cost $109.77 Unrealized +84.3%
INTC INTEL CORP 0.1%
Value ($000) $543 Shares 23,155 Est. Cost $42.57 Unrealized -41.5%
CSX CSX CORP 0.1%
Value ($000) $540 Shares 15,640 Est. Cost $26.95 Unrealized +23.2%
EWJ ISHARES INC 0.1%
Value ($000) $535 Shares 7,475 Est. Cost $61.45 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $531 Shares 4,677 Est. Cost $64.87 Unrealized +74.1%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $522 Shares 1,620 Est. Cost $175.49 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $496 Shares 1,814 Est. Cost $205.38 Unrealized +36.9%
AVGO BROADCOM INC 0.1%
Value ($000) $493 Shares 2,860 Est. Cost $150.60 Unrealized +4.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $491 Shares 840 Est. Cost $497.65 Unrealized +10.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $478 Shares 7,595 Est. Cost $52.36 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $459 Shares 11,561 Est. Cost $26.76 Unrealized +44.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $433 Shares 3,959 Est. Cost $60.06 Unrealized +74.9%
IJR ISHARES TR 0.1%
Value ($000) $424 Shares 3,625 Est. Cost $109.33 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $424 Shares 803 Est. Cost $243.65 Unrealized +96.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $415 Shares 2,389 Est. Cost $144.01 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $413 Shares 1,830 Est. Cost $136.58 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $408 Shares 5,612 Est. Cost $68.31 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $401 Shares 5,006 Est. Cost $46.82 Unrealized +47.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $362 Shares 1,527 Est. Cost $195.98 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $360 Shares 3,450 Est. Cost $67.74 Unrealized +43.0%
AGCO AGCO CORP 0.0%
Value ($000) $352 Shares 3,600 Est. Cost $57.13 Unrealized +60.2%
INDA ISHARES TR 0.0%
Value ($000) $338 Shares 5,783 Est. Cost $51.15 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $336 Shares 2,365 Est. Cost $85.45 Unrealized +57.0%
LAM RESEARCH CORP 0.0%
Value ($000) $335 Shares 410 Est. Cost $546.91 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $334 Shares 2,805 Est. Cost $109.67 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $332 Shares 885 Est. Cost $282.02 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $316 Shares 3,285 Est. Cost $65.03 Unrealized +30.1%
ASML ASML HOLDING N V 0.0%
Value ($000) $315 Shares 378 Est. Cost $775.12 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $305 Shares 2,183 Est. Cost $84.06 Unrealized +53.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $301 Shares 1,364 Est. Cost $121.20 Unrealized +55.9%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $292 Shares 7,784 Est. Cost $29.87 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $286 Shares 2,825 Est. Cost $99.79 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $286 Shares 1,295 Est. Cost $164.93 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $285 Shares 540 Est. Cost $507.27 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $279 Shares 4,482 Est. Cost $96.53 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $276 Shares 2,722 Est. Cost $71.35 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $274 Shares 7,357 Est. Cost $30.69 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $272 Shares 994 Est. Cost $225.91 Unrealized +12.4%
LRGF ISHARES TR 0.0%
Value ($000) $261 Shares 4,440 Est. Cost $55.99 Unrealized
IMTB ISHARES TR 0.0%
Value ($000) $256 Shares 5,756 Est. Cost $49.22 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $253 Shares 5,313 Est. Cost $38.85 Unrealized +21.4%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $250 Shares 6,119 Est. Cost $62.69 Unrealized -37.7%
BLACKROCK INC 0.0%
Value ($000) $247 Shares 260 Est. Cost $515.25 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $242 Shares 1,003 Est. Cost $207.42 Unrealized +9.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $241 Shares 628 Est. Cost $383.93 Unrealized
KR KROGER CO 0.0%
Value ($000) $236 Shares 4,115 Est. Cost $52.03 Unrealized +0.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $234 Shares 864 Est. Cost $245.13 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $229 Shares 6,751 Est. Cost $29.43 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $223 Shares 653 Est. Cost $149.57 Unrealized +12.5%
LIN LINDE PLC 0.0%
Value ($000) $220 Shares 462 Est. Cost $447.95 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $213 Shares 1,398 Est. Cost $177.18 Unrealized -3.2%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $211 Shares 812 Est. Cost $197.12 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $206 Shares 1,510 Est. Cost $136.41 Unrealized -11.6%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $204 Shares 4,940 Est. Cost $41.28 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $203 Shares 1,236 Est. Cost $151.94 Unrealized 0.0%
WT WISDOMTREE INC 0.0%
Value ($000) $118 Shares 11,828 Est. Cost $10.17 Unrealized 0.0%
SMRT SMARTRENT INC 0.0%
Value ($000) $69 Shares 40,000 Est. Cost $2.53 Unrealized -24.8%
NOK NOKIA CORP 0.0%
Value ($000) $45 Shares 10,193 Est. Cost $4.37 Unrealized