DEARBORN PARTNERS LLC Diversified Active

CIK: 0001206792 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 26, 2021

Total Value ($000): $2,486,927 (100.0% shares, 0.0% debt)

Holdings (251)

AAPL Apple Inc. 4.4%
Value ($000) $109,654 Shares 800,628 Est. Cost $82.95 Unrealized +52.4%
ADP Automatic Data Processing 2.8%
Value ($000) $70,821 Shares 356,567 Est. Cost $74.82 Unrealized +135.6%
NextEra Energy Inc 2.7%
Value ($000) $65,990 Shares 900,520 Est. Cost $100.78 Unrealized
ITW Illinois Tool Works Inc 2.4%
Value ($000) $60,516 Shares 270,692 Est. Cost $71.46 Unrealized +186.9%
MCD McDonalds Corp 2.4%
Value ($000) $58,828 Shares 254,676 Est. Cost $89.46 Unrealized +134.0%
JNJ Johnson & Johnson 2.2%
Value ($000) $55,861 Shares 339,082 Est. Cost $73.95 Unrealized +96.0%
HD Home Depot Inc 2.1%
Value ($000) $53,455 Shares 167,630 Est. Cost $159.42 Unrealized +78.1%
QCOM Qualcomm Inc 2.1%
Value ($000) $51,328 Shares 359,110 Est. Cost $48.84 Unrealized +150.1%
RSG Republic Services Inc 2.0%
Value ($000) $50,803 Shares 461,806 Est. Cost $39.79 Unrealized +154.0%
AJG Arthur J Gallagher & Co 2.0%
Value ($000) $49,830 Shares 355,728 Est. Cost $59.24 Unrealized +127.3%
WSO Watsco, Inc. 2.0%
Value ($000) $49,156 Shares 171,489 Est. Cost $169.45 Unrealized +69.0%
APD Air Products & Chemicals, Inc 1.9%
Value ($000) $46,925 Shares 163,117 Est. Cost $105.13 Unrealized +148.0%
INTU Intuit 1.9%
Value ($000) $46,641 Shares 95,153 Est. Cost $305.50 Unrealized +38.0%
NDAQ NASDAQ Inc. 1.9%
Value ($000) $46,585 Shares 264,991 Est. Cost $27.99 Unrealized +84.5%
BDX Becton Dickinson and Co 1.8%
Value ($000) $45,047 Shares 185,234 Est. Cost $104.26 Unrealized +113.0%
MKC McCormick & Company Inc 1.8%
Value ($000) $44,864 Shares 507,967 Est. Cost $66.70 Unrealized +21.0%
ABT Abbott Labs 1.8%
Value ($000) $44,395 Shares 382,946 Est. Cost $85.52 Unrealized +25.4%
MSFT Microsoft Corp 1.8%
Value ($000) $43,802 Shares 161,691 Est. Cost $39.31 Unrealized +522.6%
STE Steris PLC 1.7%
Value ($000) $42,923 Shares 208,060 Est. Cost $115.11 Unrealized +67.9%
TSCO Tractor Supply Company 1.7%
Value ($000) $42,486 Shares 228,346 Est. Cost $17.33 Unrealized +95.8%
SNA Snap On 1.7%
Value ($000) $42,464 Shares 190,053 Est. Cost $134.87 Unrealized +57.4%
CARR Carrier Global Corp Com 1.7%
Value ($000) $42,082 Shares 865,879 Est. Cost $39.74 Unrealized +5.6%
Exxon Mobil Corp 1.7%
Value ($000) $41,996 Shares 665,757 Est. Cost $61.00 Unrealized
UNP Union Pacific Corp 1.7%
Value ($000) $41,877 Shares 190,411 Est. Cost $93.28 Unrealized +114.8%
SPGI S&P Global Inc 1.7%
Value ($000) $41,746 Shares 101,707 Est. Cost $319.59 Unrealized +15.7%
Verizon Communications 1.6%
Value ($000) $40,938 Shares 730,637 Est. Cost $54.88 Unrealized
WEC Energy Group Inc 1.6%
Value ($000) $40,155 Shares 451,435 Est. Cost $70.36 Unrealized
Costco Wholesale Corp 1.6%
Value ($000) $39,694 Shares 100,322 Est. Cost $285.07 Unrealized
ACN Accenture PLC Cl A 1.6%
Value ($000) $39,436 Shares 133,776 Est. Cost $149.08 Unrealized +79.9%
American Tower Corp 1.6%
Value ($000) $38,925 Shares 144,093 Est. Cost $153.10 Unrealized
SHW Sherwin Williams Co 1.5%
Value ($000) $38,171 Shares 140,104 Est. Cost $220.33 Unrealized +19.3%
Mastercard Inc 1.5%
Value ($000) $37,296 Shares 102,157 Est. Cost $129.72 Unrealized
T Rowe Price Group Inc 1.5%
Value ($000) $36,883 Shares 186,303 Est. Cost $196.63 Unrealized
ATR AptarGroup Inc 1.4%
Value ($000) $35,782 Shares 254,064 Est. Cost $99.64 Unrealized +39.1%
FAST Fastenal Company 1.4%
Value ($000) $35,522 Shares 683,123 Est. Cost $21.26 Unrealized +9.6%
CBSH Commerce Bancshares Inc 1.4%
Value ($000) $35,047 Shares 470,053 Est. Cost $32.07 Unrealized +81.8%
CLX Clorox Co 1.4%
Value ($000) $34,487 Shares 191,691 Est. Cost $159.73 Unrealized -1.4%
DG Dollar Genl Corp 1.4%
Value ($000) $33,611 Shares 155,328 Est. Cost $183.82 Unrealized +6.4%
GBCI Glacier Bancorp Inc 1.3%
Value ($000) $33,469 Shares 607,647 Est. Cost $28.89 Unrealized +75.0%
KMB Kimberly Clark Corp 1.3%
Value ($000) $33,097 Shares 247,399 Est. Cost $89.08 Unrealized +26.2%
CASY Casey's General Stores Inc 1.3%
Value ($000) $32,285 Shares 165,870 Est. Cost $127.00 Unrealized +64.8%
O Realty Income Corporation 1.3%
Value ($000) $31,662 Shares 474,409 Est. Cost $33.09 Unrealized +56.6%
SYK Stryker Corp 1.2%
Value ($000) $30,284 Shares 116,597 Est. Cost $138.68 Unrealized +75.6%
GILD Gilead Sciences Incorporated 1.2%
Value ($000) $30,215 Shares 438,796 Est. Cost $57.09 Unrealized -2.2%
FIS Fidelity National Information 1.2%
Value ($000) $29,884 Shares 210,943 Est. Cost $123.10 Unrealized +8.3%
JKHY Jack Henry & Assoc Inc Com 1.2%
Value ($000) $29,400 Shares 179,807 Est. Cost $71.06 Unrealized +112.2%
VFC V F Corporation 1.1%
Value ($000) $28,552 Shares 348,022 Est. Cost $60.31 Unrealized +38.2%
Xcel Energy Inc 1.1%
Value ($000) $28,486 Shares 432,391 Est. Cost $36.74 Unrealized
MRK Merck & Co Inc 1.0%
Value ($000) $23,890 Shares 307,186 Est. Cost $64.14 Unrealized 0.0%
Broadridge Financial Solutions 0.9%
Value ($000) $23,268 Shares 144,044 Est. Cost $75.68 Unrealized
J P Morgan Chase & Co 0.7%
Value ($000) $17,051 Shares 109,621 Est. Cost $81.29 Unrealized
Linde PLC 0.6%
Value ($000) $16,077 Shares 55,611 Est. Cost $161.76 Unrealized
DLR Digital Realty Trust Inc 0.6%
Value ($000) $16,054 Shares 106,697 Est. Cost $54.27 Unrealized +136.6%
PEP PepsiCo Inc 0.6%
Value ($000) $14,180 Shares 95,704 Est. Cost $66.72 Unrealized +89.1%
CAT Caterpillar Inc 0.6%
Value ($000) $13,872 Shares 63,740 Est. Cost $75.66 Unrealized +180.0%
GD General Dynamics Corp 0.5%
Value ($000) $13,646 Shares 72,487 Est. Cost $72.72 Unrealized +135.0%
ADI Analog Devices Inc 0.5%
Value ($000) $13,465 Shares 78,210 Est. Cost $49.80 Unrealized +196.6%
IBM International Business Machine 0.5%
Value ($000) $12,371 Shares 84,392 Est. Cost $102.60 Unrealized +10.6%
RTX Raytheon Technologies Com 0.5%
Value ($000) $11,372 Shares 133,301 Est. Cost $54.57 Unrealized +38.7%
PG Procter & Gamble Co 0.5%
Value ($000) $11,201 Shares 83,016 Est. Cost $58.47 Unrealized +106.4%
CVX Chevron Corp 0.4%
Value ($000) $10,858 Shares 103,665 Est. Cost $71.56 Unrealized +21.7%
RPM RPM Intl Inc 0.4%
Value ($000) $9,178 Shares 103,501 Est. Cost $32.11 Unrealized +189.8%
NVS Novartis AG ADR 0.3%
Value ($000) $8,190 Shares 89,765 Est. Cost $84.15 Unrealized
KO Coca Cola Co 0.3%
Value ($000) $7,953 Shares 146,982 Est. Cost $30.51 Unrealized +55.0%
NSRGY Nestle SA ADR 0.3%
Value ($000) $7,845 Shares 62,892 Est. Cost $71.76 Unrealized
BCE Inc. 0.3%
Value ($000) $7,517 Shares 152,418 Est. Cost $48.30 Unrealized
Store Capital Corp 0.3%
Value ($000) $7,218 Shares 209,169 Est. Cost $29.26 Unrealized
OKE Oneok Inc 0.3%
Value ($000) $7,094 Shares 127,489 Est. Cost $34.61 Unrealized +19.3%
JBSS John B. Sanfilippo & Son, Inc. 0.2%
Value ($000) $5,806 Shares 65,553 Est. Cost $80.75 Unrealized +12.7%
SBUX Starbucks Corporation 0.2%
Value ($000) $5,506 Shares 49,245 Est. Cost $56.15 Unrealized +81.0%
Visa Inc Cl A 0.2%
Value ($000) $3,750 Shares 16,039 Est. Cost $126.57 Unrealized
Blackrock Inc 0.1%
Value ($000) $3,645 Shares 4,166 Est. Cost $535.73 Unrealized
AMZN Amazon.com 0.1%
Value ($000) $3,347 Shares 973 Est. Cost $89.06 Unrealized +86.6%
GOOGL Alphabet Inc CL A 0.1%
Value ($000) $3,314 Shares 1,357 Est. Cost $46.64 Unrealized +148.5%
AT&T Inc 0.1%
Value ($000) $2,918 Shares 101,400 Est. Cost $34.04 Unrealized
WMT Wal-Mart Stores 0.1%
Value ($000) $2,873 Shares 20,374 Est. Cost $31.11 Unrealized +40.8%
OTIS Otis Worldwide Corp Com 0.1%
Value ($000) $2,704 Shares 33,065 Est. Cost $47.48 Unrealized +51.0%
NKE Nike Inc, Class B 0.1%
Value ($000) $2,415 Shares 15,632 Est. Cost $62.88 Unrealized +99.9%
HSY Hershey Company 0.1%
Value ($000) $2,284 Shares 13,111 Est. Cost $111.24 Unrealized +35.4%
SO Southern Co 0.1%
Value ($000) $2,232 Shares 36,887 Est. Cost $42.83 Unrealized +25.5%
NTRS Northern Trust 0.1%
Value ($000) $2,172 Shares 18,785 Est. Cost $57.31 Unrealized +73.2%
INTC Intel Corp 0.1%
Value ($000) $1,995 Shares 35,538 Est. Cost $35.18 Unrealized +52.3%
BX Blackstone Group Inc 0.1%
Value ($000) $1,942 Shares 19,993 Est. Cost $44.33 Unrealized +72.0%
AbbVie Inc 0.1%
Value ($000) $1,912 Shares 16,979 Est. Cost $74.15 Unrealized
Cisco Systems 0.1%
Value ($000) $1,873 Shares 35,347 Est. Cost $40.98 Unrealized
DE Deere & Co 0.1%
Value ($000) $1,806 Shares 5,121 Est. Cost $133.02 Unrealized +157.7%
ECL Ecolab Inc 0.1%
Value ($000) $1,749 Shares 8,491 Est. Cost $91.40 Unrealized +125.8%
Walgreen Boots Alliance Inc 0.1%
Value ($000) $1,738 Shares 33,037 Est. Cost $63.52 Unrealized
HON Honeywell Intl Inc 0.1%
Value ($000) $1,651 Shares 7,528 Est. Cost $129.50 Unrealized +48.4%
DIS Walt Disney Co 0.1%
Value ($000) $1,573 Shares 8,951 Est. Cost $121.15 Unrealized +45.0%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,555 Shares 5,860 Est. Cost $145.80 Unrealized +71.7%
USB U. S. Bancorp 0.1%
Value ($000) $1,544 Shares 27,099 Est. Cost $30.99 Unrealized +54.0%
Vanguard Interm. Term Corp. Bo 0.1%
Value ($000) $1,537 Shares 16,166 Est. Cost $88.72 Unrealized
Target Corporation 0.1%
Value ($000) $1,522 Shares 6,297 Est. Cost $138.73 Unrealized
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $1,515 Shares 4,273 Est. Cost $189.21 Unrealized
PREF Princpal Spectrum Preferred Se 0.1%
Value ($000) $1,507 Shares 72,738 Est. Cost $29.18 Unrealized
Salesforce.com Inc 0.1%
Value ($000) $1,482 Shares 6,067 Est. Cost $84.61 Unrealized
AGG IShares Barclays Aggregate Bon 0.1%
Value ($000) $1,467 Shares 12,722 Est. Cost $114.94 Unrealized
MAIN Main Street Capital Corp 0.1%
Value ($000) $1,465 Shares 35,645 Est. Cost $37.14 Unrealized +11.9%
BA Boeing 0.1%
Value ($000) $1,351 Shares 5,639 Est. Cost $243.21 Unrealized -0.6%
PPG PPG Industries Inc 0.1%
Value ($000) $1,333 Shares 7,854 Est. Cost $81.53 Unrealized +91.7%
XIFR Nextera Energy Part LP 0.1%
Value ($000) $1,301 Shares 17,041 Est. Cost $70.41 Unrealized +1.5%
PFE Pfizer 0.1%
Value ($000) $1,295 Shares 33,067 Est. Cost $22.59 Unrealized +37.2%
IGIB IShares Barclarys Int Cr Bond 0.1%
Value ($000) $1,287 Shares 21,262 Est. Cost $60.37 Unrealized
PFIG Invesco Fundamental IG Corp Bo 0.0%
Value ($000) $1,194 Shares 44,314 Est. Cost $26.84 Unrealized
VCLT Vanguard Long-Term Corp Bond E 0.0%
Value ($000) $1,180 Shares 11,030 Est. Cost $101.37 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $1,168 Shares 3,087 Est. Cost $223.59 Unrealized +51.4%
GOOG Alphabet Inc CL C NON Voting 0.0%
Value ($000) $1,138 Shares 454 Est. Cost $45.23 Unrealized +161.5%
S & P Depository Receipts SPDR 0.0%
Value ($000) $1,125 Shares 2,627 Est. Cost $299.16 Unrealized
LOW Lowes Cos Inc 0.0%
Value ($000) $1,095 Shares 5,647 Est. Cost $119.02 Unrealized +50.8%
IJK IShares S&P Mid Cap 400/Barra 0.0%
Value ($000) $1,065 Shares 13,161 Est. Cost $91.29 Unrealized
PAYX PayChex Inc 0.0%
Value ($000) $1,049 Shares 9,774 Est. Cost $65.45 Unrealized +34.9%
Medtronic PLC 0.0%
Value ($000) $1,044 Shares 8,409 Est. Cost $107.97 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $1,033 Shares 10,733 Est. Cost $53.01 Unrealized +61.3%
LLY Eli Lilly & Co 0.0%
Value ($000) $1,030 Shares 4,488 Est. Cost $92.96 Unrealized +106.4%
AMLP Alerian MLP ETF 0.0%
Value ($000) $1,020 Shares 28,023 Est. Cost $24.79 Unrealized
Invesco Fundamental HY Corp Bo 0.0%
Value ($000) $1,014 Shares 51,891 Est. Cost $19.44 Unrealized
TSLX Sixth Street Specialty Lending 0.0%
Value ($000) $1,005 Shares 45,300 Est. Cost $16.82 Unrealized +31.5%
M D C Hldgs Inc 0.0%
Value ($000) $975 Shares 19,259 Est. Cost $27.50 Unrealized
AMGN Amgen 0.0%
Value ($000) $947 Shares 3,885 Est. Cost $149.95 Unrealized +41.7%
MZTI Lancaster Colony Corp 0.0%
Value ($000) $930 Shares 4,806 Est. Cost $146.78 Unrealized +27.9%
IBB IShares NASDAQ Biotech Index F 0.0%
Value ($000) $916 Shares 5,600 Est. Cost $110.77 Unrealized
POOL Pool Corporation 0.0%
Value ($000) $870 Shares 1,897 Est. Cost $262.90 Unrealized +51.5%
Duke Energy Corp 0.0%
Value ($000) $839 Shares 8,496 Est. Cost $81.27 Unrealized
CL Colgate Palmolive Co 0.0%
Value ($000) $832 Shares 10,226 Est. Cost $57.28 Unrealized +28.2%
CVS CVS Health Corp 0.0%
Value ($000) $832 Shares 9,977 Est. Cost $63.26 Unrealized +11.4%
D Dominion Energy Inc 0.0%
Value ($000) $812 Shares 11,032 Est. Cost $58.20 Unrealized +7.7%
AWK American Water Works Co 0.0%
Value ($000) $794 Shares 5,148 Est. Cost $85.30 Unrealized +66.5%
CTSH Cognizant Tech Solutions Cl A 0.0%
Value ($000) $779 Shares 11,254 Est. Cost $41.49 Unrealized +66.9%
Idexx Labs Inc 0.0%
Value ($000) $750 Shares 1,188 Est. Cost $81.81 Unrealized
Brookfield Renewable Corp 0.0%
Value ($000) $730 Shares 17,403 Est. Cost $41.95 Unrealized
BMY Bristol Myers Squibb Company 0.0%
Value ($000) $723 Shares 10,816 Est. Cost $46.63 Unrealized +15.6%
Royal Dutch Shell PLC ADR B 0.0%
Value ($000) $700 Shares 18,007 Est. Cost $53.65 Unrealized
ZBRA Zebra Technologies Corp. Cl A 0.0%
Value ($000) $694 Shares 1,310 Est. Cost $61.48 Unrealized +710.7%
PM Philip Morris International 0.0%
Value ($000) $689 Shares 6,951 Est. Cost $57.15 Unrealized +33.7%
TTC Toro Co 0.0%
Value ($000) $689 Shares 6,273 Est. Cost $73.88 Unrealized +48.8%
PH Parker Hannifin Corp 0.0%
Value ($000) $688 Shares 2,239 Est. Cost $140.72 Unrealized +106.8%
DD DuPont de Nemours Inc 0.0%
Value ($000) $681 Shares 8,802 Est. Cost $24.35 Unrealized +25.6%
Altria Group Inc 0.0%
Value ($000) $679 Shares 14,245 Est. Cost $46.18 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $659 Shares 24,829 Est. Cost $16.36 Unrealized +24.9%
ENB Enbridge Inc. 0.0%
Value ($000) $646 Shares 16,131 Est. Cost $21.31 Unrealized +34.4%
Eaton Corp PLC 0.0%
Value ($000) $627 Shares 4,230 Est. Cost $53.92 Unrealized
Unilever PLC ADR Spon 0.0%
Value ($000) $614 Shares 10,509 Est. Cost $60.33 Unrealized
NFLX Netflix Inc Com 0.0%
Value ($000) $612 Shares 1,159 Est. Cost $36.93 Unrealized +38.4%
PSA Public Storage Inc 0.0%
Value ($000) $612 Shares 2,034 Est. Cost $163.56 Unrealized +39.7%
AFL AFLAC Inc. 0.0%
Value ($000) $604 Shares 11,259 Est. Cost $40.21 Unrealized +21.9%
VRP Invesco Variable Rate Pref Por 0.0%
Value ($000) $598 Shares 22,750 Est. Cost $24.86 Unrealized
Skyworks Solutions 0.0%
Value ($000) $598 Shares 3,121 Est. Cost $99.01 Unrealized
ROK Rockwell Automation Inc. 0.0%
Value ($000) $593 Shares 2,074 Est. Cost $138.14 Unrealized +80.4%
BAX Baxter International Inc 0.0%
Value ($000) $592 Shares 7,354 Est. Cost $46.45 Unrealized +62.9%
PSX Phillips 66 0.0%
Value ($000) $592 Shares 6,901 Est. Cost $61.32 Unrealized +15.1%
VOT Vanguard Mid-Cap Growth Index 0.0%
Value ($000) $567 Shares 2,400 Est. Cost $141.87 Unrealized
STAG Stag Industrial Inc 0.0%
Value ($000) $556 Shares 14,850 Est. Cost $31.43 Unrealized
BRK/B Berkshire Hathaway Cl B 0.0%
Value ($000) $556 Shares 2,002 Est. Cost $177.25 Unrealized +57.6%
PGR Progressive Corp Ohio Com 0.0%
Value ($000) $552 Shares 5,626 Est. Cost $66.89 Unrealized +32.3%
SPG Simon Property Group 0.0%
Value ($000) $516 Shares 3,952 Est. Cost $59.34 Unrealized +62.3%
AEP American Electric Power 0.0%
Value ($000) $513 Shares 6,062 Est. Cost $64.83 Unrealized +12.2%
EFA IShares MSCI EAFE Index Fd 0.0%
Value ($000) $510 Shares 6,461 Est. Cost $62.54 Unrealized
Magellan Midstream Partners, L 0.0%
Value ($000) $510 Shares 10,427 Est. Cost $58.05 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $507 Shares 634 Est. Cost $8.30 Unrealized +92.8%
Kellogg Company 0.0%
Value ($000) $507 Shares 7,885 Est. Cost $49.99 Unrealized +3.1%
SJM J M Smucker Company New 0.0%
Value ($000) $504 Shares 3,887 Est. Cost $84.58 Unrealized +34.6%
3M Company 0.0%
Value ($000) $501 Shares 2,523 Est. Cost $139.72 Unrealized
EEM IShares Tr MSCI Emerging Mkts 0.0%
Value ($000) $499 Shares 9,045 Est. Cost $37.56 Unrealized
IJH IShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $491 Shares 1,826 Est. Cost $177.58 Unrealized
TIP IShares Barclays Tips Bond Ind 0.0%
Value ($000) $475 Shares 3,714 Est. Cost $116.90 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $474 Shares 2,982 Est. Cost $134.83 Unrealized +15.1%
Diageo PLC New Spons ADR 0.0%
Value ($000) $473 Shares 2,469 Est. Cost $143.71 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $468 Shares 2,249 Est. Cost $79.49 Unrealized +106.5%
VTI Vanguard Ttl Stk Mkt ETF 0.0%
Value ($000) $462 Shares 2,075 Est. Cost $206.67 Unrealized
SPDR Gold Trust 0.0%
Value ($000) $453 Shares 2,735 Est. Cost $136.95 Unrealized
PGF Invesco Financial Pfd Portfoli 0.0%
Value ($000) $449 Shares 23,292 Est. Cost $17.62 Unrealized
AIZ Assurant Inc 0.0%
Value ($000) $444 Shares 2,845 Est. Cost $72.37 Unrealized +99.3%
ABBNY ABB Ltd. Spons ADR 0.0%
Value ($000) $434 Shares 12,776 Est. Cost $17.28 Unrealized
SMH VanEck Vectors Semiconductor E 0.0%
Value ($000) $430 Shares 1,640 Est. Cost $166.35 Unrealized
CFRUY Cie Financiere Rich - Unsp ADR 0.0%
Value ($000) $428 Shares 35,410 Est. Cost $6.82 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $426 Shares 17,671 Est. Cost $32.07 Unrealized
Tesla Motors Inc 0.0%
Value ($000) $411 Shares 605 Est. Cost $598.74 Unrealized
AKAM Akamai Technologies Com 0.0%
Value ($000) $396 Shares 3,398 Est. Cost $42.48 Unrealized +162.5%
DHR Danaher Corp 0.0%
Value ($000) $396 Shares 1,477 Est. Cost $99.39 Unrealized +118.5%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $393 Shares 427 Est. Cost $186.34 Unrealized +50.6%
CODYY Compagnie De Saint Unspon ADR 0.0%
Value ($000) $388 Shares 29,505 Est. Cost $8.35 Unrealized
RMD Resmed Inc 0.0%
Value ($000) $377 Shares 1,530 Est. Cost $123.97 Unrealized +63.0%
BKH Black Hills Corp 0.0%
Value ($000) $371 Shares 5,650 Est. Cost $32.70 Unrealized +70.8%
Vanguard Short-Term Corporate 0.0%
Value ($000) $358 Shares 4,330 Est. Cost $79.91 Unrealized
BNPQY BNP Paribas - ADR 0.0%
Value ($000) $357 Shares 11,392 Est. Cost $28.95 Unrealized
CME CME Group Inc 0.0%
Value ($000) $353 Shares 1,660 Est. Cost $146.11 Unrealized +20.2%
IJR IShares Tr S&P Smallcap 600 In 0.0%
Value ($000) $346 Shares 3,064 Est. Cost $70.17 Unrealized
Facebook Inc Cl A 0.0%
Value ($000) $341 Shares 981 Est. Cost $226.96 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $339 Shares 1,938 Est. Cost $176.00 Unrealized -2.2%
BIV Vanguard Intermediate Term Bon 0.0%
Value ($000) $333 Shares 3,704 Est. Cost $86.96 Unrealized
SLQD IShares 0 to 5 year Inv Grd ET 0.0%
Value ($000) $330 Shares 6,360 Est. Cost $49.86 Unrealized
VVVNF Vivendi SA 0.0%
Value ($000) $324 Shares 9,632 Est. Cost $2.73 Unrealized +15.3%
Consumer Staples Select Sector 0.0%
Value ($000) $321 Shares 4,582 Est. Cost $52.26 Unrealized
ADC Agree Realty Corp 0.0%
Value ($000) $321 Shares 4,548 Est. Cost $64.04 Unrealized
AXP American Express Co 0.0%
Value ($000) $320 Shares 1,935 Est. Cost $103.86 Unrealized +42.4%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $317 Shares 3,862 Est. Cost $80.89 Unrealized
PayPal Holdings 0.0%
Value ($000) $312 Shares 1,071 Est. Cost $235.88 Unrealized
SAP SAP Akgsltt Spons ADR 0.0%
Value ($000) $312 Shares 2,223 Est. Cost $130.45 Unrealized
SIEGY Siemens AG 0.0%
Value ($000) $310 Shares 3,895 Est. Cost $58.91 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $310 Shares 3,734 Est. Cost $47.14 Unrealized +44.1%
STLA Stellantis N.V. Shs 0.0%
Value ($000) $308 Shares 15,613 Est. Cost $17.81 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $305 Shares 6,080 Est. Cost $33.01 Unrealized +58.2%
UPMMY UPM Kymmene Corp Unsposored AD 0.0%
Value ($000) $304 Shares 8,027 Est. Cost $37.12 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $299 Shares 3,846 Est. Cost $53.35 Unrealized +33.7%
Vanguard Mortgage-Business Sec 0.0%
Value ($000) $297 Shares 5,558 Est. Cost $51.53 Unrealized
Sanofi-Aventis ADR 0.0%
Value ($000) $296 Shares 5,620 Est. Cost $43.27 Unrealized
Reckitt Benckiser Spon ADR 0.0%
Value ($000) $287 Shares 16,033 Est. Cost $15.44 Unrealized
Kinder Morgan Inc 0.0%
Value ($000) $285 Shares 15,628 Est. Cost $14.80 Unrealized
Financial Select Sector SPDR I 0.0%
Value ($000) $285 Shares 7,769 Est. Cost $34.30 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $280 Shares 1,181 Est. Cost $176.57 Unrealized
Insulet Corp 0.0%
Value ($000) $275 Shares 1,000 Est. Cost $237.00 Unrealized
Vodafone Group PLC 0.0%
Value ($000) $274 Shares 16,041 Est. Cost $19.55 Unrealized
Allianz SE 0.0%
Value ($000) $268 Shares 10,726 Est. Cost $24.61 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $268 Shares 680 Est. Cost $394.12 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $267 Shares 1,946 Est. Cost $119.17 Unrealized
GlaxoSmithKline PLC 0.0%
Value ($000) $257 Shares 6,446 Est. Cost $43.25 Unrealized
Aspen Technology Inc 0.0%
Value ($000) $257 Shares 1,867 Est. Cost $126.41 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $257 Shares 2,400 Est. Cost $82.51 Unrealized +40.9%
TXN Texas Instruments Corp 0.0%
Value ($000) $251 Shares 1,304 Est. Cost $116.84 Unrealized +40.5%
IGSB IShares Short-Term Corporate B 0.0%
Value ($000) $250 Shares 4,570 Est. Cost $80.96 Unrealized
PNQI Invesco Nasdaq Internet ETF 0.0%
Value ($000) $250 Shares 975 Est. Cost $206.15 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $242 Shares 1,854 Est. Cost $86.64 Unrealized +33.1%
TRP TC Energy Corp 0.0%
Value ($000) $242 Shares 4,885 Est. Cost $34.41 Unrealized +14.3%
TTEC Holdings Inc 0.0%
Value ($000) $241 Shares 2,342 Est. Cost $102.90 Unrealized
Skechers USA Inc Cl A 0.0%
Value ($000) $240 Shares 4,819 Est. Cost $41.71 Unrealized
JAZZ Jazz Pharmaceuticals Plc 0.0%
Value ($000) $240 Shares 1,353 Est. Cost $130.07 Unrealized +33.2%
NGG National Grid PLC - SPONS ADR 0.0%
Value ($000) $235 Shares 3,673 Est. Cost $60.77 Unrealized
IBDRY Iberdrola S A ADR 0.0%
Value ($000) $234 Shares 4,790 Est. Cost $49.63 Unrealized
ZURVY Zurich Insurance Group ADR 0.0%
Value ($000) $232 Shares 5,775 Est. Cost $35.36 Unrealized
IWM IShares Russell 2000 Indx Fd 0.0%
Value ($000) $229 Shares 1,000 Est. Cost $221.00 Unrealized
VOE Vanguard Mid-Cap Value Index F 0.0%
Value ($000) $228 Shares 1,620 Est. Cost $134.57 Unrealized
WTRG Essential Utilities 0.0%
Value ($000) $227 Shares 4,969 Est. Cost $44.42 Unrealized +5.6%
PGX Invesco Preferred Port ETF 0.0%
Value ($000) $223 Shares 14,586 Est. Cost $14.57 Unrealized
BTI British American Tobacco PLC A 0.0%
Value ($000) $222 Shares 5,653 Est. Cost $38.78 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $222 Shares 1,190 Est. Cost $166.50 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $221 Shares 439 Est. Cost $466.00 Unrealized 0.0%
Idex Corp 0.0%
Value ($000) $220 Shares 1,000 Est. Cost $209.00 Unrealized
GOVT iShares U.S. Treasury Bond ETF 0.0%
Value ($000) $217 Shares 8,147 Est. Cost $27.28 Unrealized
STT State Street Corp 0.0%
Value ($000) $211 Shares 2,560 Est. Cost $66.07 Unrealized +9.6%
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $210 Shares 1,667 Est. Cost $125.97 Unrealized
XLY Consumer Discretionary Sel Sec 0.0%
Value ($000) $204 Shares 1,145 Est. Cost $178.17 Unrealized
MAS Masco Corp 0.0%
Value ($000) $204 Shares 3,460 Est. Cost $51.14 Unrealized +10.6%
BALL Ball Corp Com 0.0%
Value ($000) $203 Shares 2,500 Est. Cost $72.08 Unrealized +13.1%
VT Vanguard Total World Stock Ind 0.0%
Value ($000) $202 Shares 1,954 Est. Cost $103.38 Unrealized
WING Wingstop 0.0%
Value ($000) $202 Shares 1,284 Est. Cost $144.07 Unrealized 0.0%
ALK Alaska Air Group 0.0%
Value ($000) $201 Shares 3,341 Est. Cost $60.48 Unrealized +11.6%
General Electric Co 0.0%
Value ($000) $174 Shares 12,936 Est. Cost $11.07 Unrealized
IGC India Globalization Capital In 0.0%
Value ($000) $159 Shares 96,901 Est. Cost $2.07 Unrealized -26.4%
Western Asset Inter Muni Com 0.0%
Value ($000) $103 Shares 10,500 Est. Cost $9.81 Unrealized
Mongolia Holdings Inc 0.0%
Value ($000) $0 Shares 12,600 Est. Cost Unrealized