FLPUTNAM INVESTMENT MANAGEMENT CO Diversified Active

CIK: 0001140334 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value ($000): $2,280,571 (100.0% shares, 0.0% debt)

Holdings (365)

IVV iShares S&P 500 Index Fund 8.1%
Value ($000) $184,434 Shares 463,612 Est. Cost $298.45 Unrealized
AAPL Apple, Inc. 4.1%
Value ($000) $93,053 Shares 761,792 Est. Cost $84.44 Unrealized +48.1%
MSFT Microsoft Corp. 3.9%
Value ($000) $87,864 Shares 372,668 Est. Cost $68.48 Unrealized +225.5%
IEFA iShare Core MSCI EAFE ETF 3.3%
Value ($000) $74,693 Shares 1,036,687 Est. Cost $58.63 Unrealized
IJH iShares S&P MidCap 400 Index F 2.7%
Value ($000) $61,704 Shares 237,068 Est. Cost $190.03 Unrealized
AMZN Amazon.com, Inc. 2.5%
Value ($000) $56,241 Shares 18,177 Est. Cost $70.40 Unrealized +125.2%
GOOGL Alphabet, Inc. Class A 2.4%
Value ($000) $54,852 Shares 26,594 Est. Cost $38.45 Unrealized +154.7%
iShares ESG MSCI USA Small-Cap 2.2%
Value ($000) $49,661 Shares 1,288,555 Est. Cost $29.02 Unrealized
ESGD iShares MSCI EAFE ESG Select E 1.7%
Value ($000) $38,915 Shares 512,719 Est. Cost $63.66 Unrealized
V Visa, Inc. Class A 1.7%
Value ($000) $38,527 Shares 181,963 Est. Cost $70.73 Unrealized +187.3%
IJR iShares S&P SmallCap 600 Index 1.7%
Value ($000) $38,049 Shares 350,584 Est. Cost $80.34 Unrealized
J.P. Morgan Chase & Co. 1.6%
Value ($000) $37,459 Shares 246,066 Est. Cost $91.49 Unrealized
Blackrock, Inc. 1.6%
Value ($000) $36,008 Shares 47,759 Est. Cost $388.31 Unrealized
ACN Accenture plc 1.6%
Value ($000) $35,657 Shares 129,077 Est. Cost $85.20 Unrealized +183.2%
Comcast Corp. 1.5%
Value ($000) $34,731 Shares 641,862 Est. Cost $43.36 Unrealized
Lam Research 1.5%
Value ($000) $33,950 Shares 57,036 Est. Cost $166.88 Unrealized
SPY SPDR S&P 500 ETF Trust 1.4%
Value ($000) $32,741 Shares 82,609 Est. Cost $272.40 Unrealized
Broadcom, Inc. 1.4%
Value ($000) $31,411 Shares 67,747 Est. Cost $281.18 Unrealized
UNP Union Pacific Corp. 1.4%
Value ($000) $31,158 Shares 141,365 Est. Cost $106.67 Unrealized +76.3%
DIS Walt Disney Co. 1.3%
Value ($000) $28,531 Shares 154,622 Est. Cost $83.74 Unrealized +115.2%
CRL Charles River Laboratories Int 1.2%
Value ($000) $28,281 Shares 97,579 Est. Cost $103.54 Unrealized +168.5%
UnitedHealth Group Inc. 1.2%
Value ($000) $27,848 Shares 74,846 Est. Cost $123.66 Unrealized
MRSH Marsh & McLennan 1.1%
Value ($000) $25,711 Shares 211,094 Est. Cost $57.05 Unrealized +87.6%
SHW Sherwin-Williams Co. 1.1%
Value ($000) $24,961 Shares 33,823 Est. Cost $122.82 Unrealized +85.7%
HD Home Depot, Inc. 1.1%
Value ($000) $24,778 Shares 81,173 Est. Cost $174.34 Unrealized +40.2%
iShares Core MSCI Emerging Mar 1.0%
Value ($000) $23,767 Shares 369,277 Est. Cost $58.71 Unrealized
COST Costco Wholesale 1.0%
Value ($000) $23,058 Shares 65,415 Est. Cost $170.08 Unrealized +93.9%
Target Corp. 1.0%
Value ($000) $23,016 Shares 116,201 Est. Cost $144.66 Unrealized
NEE NextEra Energy, Inc. 1.0%
Value ($000) $23,009 Shares 304,308 Est. Cost $58.76 Unrealized +17.1%
ADI Analog Devices 1.0%
Value ($000) $22,829 Shares 147,207 Est. Cost $89.85 Unrealized +57.1%
SCHW Charles Schwab Corp. 1.0%
Value ($000) $21,764 Shares 333,910 Est. Cost $25.21 Unrealized +125.7%
BAC Bank of America Corp. 1.0%
Value ($000) $21,676 Shares 560,253 Est. Cost $22.51 Unrealized +36.1%
ESGE iShares MSCI EM ESG Select ETF 0.8%
Value ($000) $18,912 Shares 436,664 Est. Cost $42.13 Unrealized
GNRC Generac Holdings, Inc. 0.8%
Value ($000) $18,791 Shares 57,385 Est. Cost $198.88 Unrealized +48.2%
ADBE Adobe Systems 0.8%
Value ($000) $18,191 Shares 38,267 Est. Cost $319.91 Unrealized +46.1%
ABT Abbott Laboratories 0.8%
Value ($000) $18,048 Shares 150,599 Est. Cost $50.77 Unrealized +113.9%
GM General Motors Corp. 0.8%
Value ($000) $17,686 Shares 307,799 Est. Cost $48.66 Unrealized +5.3%
QQQ Invesco QQQ Trust Series 1 0.8%
Value ($000) $17,358 Shares 54,391 Est. Cost $182.37 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.8%
Value ($000) $17,356 Shares 122,521 Est. Cost $106.82 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.7%
Value ($000) $16,421 Shares 35,982 Est. Cost $199.48 Unrealized +136.2%
SWK Stanley Black & Decker, Inc. 0.7%
Value ($000) $15,728 Shares 78,769 Est. Cost $119.73 Unrealized +28.6%
LOW Lowe's Companies, Inc. 0.7%
Value ($000) $15,257 Shares 80,225 Est. Cost $58.74 Unrealized +167.3%
AMGN Amgen Inc. 0.7%
Value ($000) $14,917 Shares 59,953 Est. Cost $169.57 Unrealized +20.7%
Equinor ASA-ADR 0.6%
Value ($000) $14,597 Shares 750,088 Est. Cost $15.85 Unrealized
VSS Vanguard FTSE All-Wld ex-US Sm 0.6%
Value ($000) $13,876 Shares 108,096 Est. Cost $125.34 Unrealized
AWK American Water Works Co., Inc. 0.6%
Value ($000) $13,776 Shares 91,892 Est. Cost $40.16 Unrealized +242.8%
SYK Stryker Corp. 0.5%
Value ($000) $12,171 Shares 49,967 Est. Cost $116.98 Unrealized +94.7%
CCI Crown Castle International Cor 0.5%
Value ($000) $12,124 Shares 70,438 Est. Cost $65.66 Unrealized +93.9%
ROK Rockwell Automation, Inc. 0.5%
Value ($000) $11,668 Shares 43,958 Est. Cost $207.07 Unrealized +13.3%
MDLZ Mondelez International, Inc. 0.5%
Value ($000) $11,599 Shares 198,170 Est. Cost $42.89 Unrealized +16.1%
HLI Houlihan Lokey, Inc. Cl A 0.5%
Value ($000) $11,570 Shares 173,958 Est. Cost $51.60 Unrealized +19.4%
VIG Vanguard Dividend Appreciation 0.5%
Value ($000) $10,424 Shares 70,874 Est. Cost $119.61 Unrealized
Agilent Technologies Inc 0.5%
Value ($000) $10,411 Shares 81,886 Est. Cost $98.41 Unrealized
CVS CVS Health Corporation 0.5%
Value ($000) $10,274 Shares 136,567 Est. Cost $56.69 Unrealized +9.9%
VTI Vanguard Total Stock Market ET 0.4%
Value ($000) $10,114 Shares 48,934 Est. Cost $138.86 Unrealized
PEP PepsiCo, Inc. 0.4%
Value ($000) $9,815 Shares 69,388 Est. Cost $94.39 Unrealized +24.9%
Verizon Communications 0.4%
Value ($000) $9,406 Shares 161,762 Est. Cost $56.55 Unrealized
TXN Texas Instruments Inc. 0.4%
Value ($000) $9,384 Shares 49,652 Est. Cost $74.81 Unrealized +102.3%
ESGU iShares MSCI USA ESG Optimized 0.4%
Value ($000) $9,116 Shares 100,318 Est. Cost $66.61 Unrealized
PNC PNC Financial Services Group 0.4%
Value ($000) $8,718 Shares 49,700 Est. Cost $85.47 Unrealized +62.1%
JNJ Johnson & Johnson 0.4%
Value ($000) $8,702 Shares 52,948 Est. Cost $104.27 Unrealized +35.0%
REGN Regeneron Pharmaceuticals 0.4%
Value ($000) $8,557 Shares 18,086 Est. Cost $409.57 Unrealized +18.2%
IWM iShares Russell 2000 Index Fun 0.4%
Value ($000) $8,411 Shares 38,067 Est. Cost $157.89 Unrealized
CCEP Coca-Cola European Partners PL 0.4%
Value ($000) $8,166 Shares 156,547 Est. Cost $32.57 Unrealized +34.5%
TJX TJX Companies 0.4%
Value ($000) $8,134 Shares 122,965 Est. Cost $48.92 Unrealized +27.3%
APD Air Products & Chem 0.3%
Value ($000) $7,911 Shares 28,118 Est. Cost $163.02 Unrealized +47.3%
CSCO Cisco Systems, Inc. 0.3%
Value ($000) $7,688 Shares 148,683 Est. Cost $34.93 Unrealized +16.3%
HON Honeywell International, Inc. 0.3%
Value ($000) $7,581 Shares 34,923 Est. Cost $119.14 Unrealized +48.3%
PG Procter & Gamble Co. 0.3%
Value ($000) $7,531 Shares 55,607 Est. Cost $81.34 Unrealized +42.2%
BKNG Booking Holdings, Inc. 0.3%
Value ($000) $7,259 Shares 3,116 Est. Cost $2185.19 Unrealized 0.0%
IWF iShares Russell 1000 Growth In 0.3%
Value ($000) $7,257 Shares 29,859 Est. Cost $145.33 Unrealized
MS Morgan Stanley 0.3%
Value ($000) $7,039 Shares 90,634 Est. Cost $50.79 Unrealized +29.1%
BDX Becton, Dickinson & Co. 0.3%
Value ($000) $6,528 Shares 26,848 Est. Cost $191.40 Unrealized +17.9%
Laboratory Corp. of America Ho 0.3%
Value ($000) $6,342 Shares 24,866 Est. Cost $228.61 Unrealized
Siemens Gamesa Renewable Energ 0.3%
Value ($000) $6,287 Shares 812,215 Est. Cost $7.74 Unrealized
Truist Financial Corp. 0.3%
Value ($000) $6,076 Shares 104,183 Est. Cost $58.14 Unrealized
VEU Vanguard FTSE All-World ex-US 0.3%
Value ($000) $6,051 Shares 99,720 Est. Cost $52.79 Unrealized
Verisk Analytics, Inc. 0.3%
Value ($000) $6,033 Shares 34,144 Est. Cost $178.23 Unrealized
CRM Salesforce.com Inc. 0.3%
Value ($000) $5,900 Shares 27,847 Est. Cost $151.88 Unrealized +44.8%
CMI Cummins Inc. 0.3%
Value ($000) $5,803 Shares 22,396 Est. Cost $195.16 Unrealized +13.7%
VOO Vanguard S&P 500 ETF 0.3%
Value ($000) $5,800 Shares 15,922 Est. Cost $250.07 Unrealized
XYL Xylem, Inc. 0.3%
Value ($000) $5,784 Shares 54,989 Est. Cost $54.62 Unrealized +75.4%
MDY SPDR S&P MidCap 400 ETF Trust 0.3%
Value ($000) $5,732 Shares 12,040 Est. Cost $301.52 Unrealized
AMN AMN Healthcare Services Inc. 0.3%
Value ($000) $5,720 Shares 77,617 Est. Cost $47.48 Unrealized +56.6%
ETN Eaton Corp PLC 0.2%
Value ($000) $5,604 Shares 40,525 Est. Cost $89.09 Unrealized +33.5%
Aptiv PLC 0.2%
Value ($000) $5,379 Shares 39,006 Est. Cost $84.48 Unrealized
PFE Pfizer, Inc. 0.2%
Value ($000) $5,332 Shares 147,174 Est. Cost $23.78 Unrealized +17.9%
FTV Fortive Corp. 0.2%
Value ($000) $5,169 Shares 73,173 Est. Cost $40.24 Unrealized +25.9%
RSG Republic Services Inc. 0.2%
Value ($000) $5,115 Shares 51,487 Est. Cost $88.71 Unrealized -0.9%
TSM Taiwan Semiconductor Mfg Co. L 0.2%
Value ($000) $5,113 Shares 43,224 Est. Cost $115.97 Unrealized
ITW Illinois Tool Works 0.2%
Value ($000) $5,046 Shares 22,777 Est. Cost $143.73 Unrealized +28.7%
DANOY Danone-ADR 0.2%
Value ($000) $4,912 Shares 357,227 Est. Cost $13.21 Unrealized
GOOG Alphabet, Inc. Class C 0.2%
Value ($000) $4,874 Shares 2,356 Est. Cost $39.34 Unrealized +150.3%
HAS Hasbro Inc. 0.2%
Value ($000) $4,768 Shares 49,601 Est. Cost $62.82 Unrealized +24.4%
XPO XPO Logistics, Inc. 0.2%
Value ($000) $4,741 Shares 38,450 Est. Cost $25.78 Unrealized +60.9%
AMT American Tower Corporation 0.2%
Value ($000) $4,716 Shares 19,726 Est. Cost $179.13 Unrealized +7.3%
Pioneer Natural Resources Co. 0.2%
Value ($000) $4,681 Shares 29,476 Est. Cost $116.50 Unrealized
TMUS T-Mobile US, Inc. 0.2%
Value ($000) $4,668 Shares 37,258 Est. Cost $87.35 Unrealized +39.3%
FBIN Fortune Brands Home & Security 0.2%
Value ($000) $4,507 Shares 47,040 Est. Cost $61.52 Unrealized +14.1%
MCD McDonald's Corp. 0.2%
Value ($000) $4,487 Shares 20,020 Est. Cost $139.22 Unrealized +37.4%
EFA iShares MSCI EAFE Index Fund 0.2%
Value ($000) $4,452 Shares 58,678 Est. Cost $66.71 Unrealized
Facebook 0.2%
Value ($000) $4,445 Shares 15,092 Est. Cost $188.81 Unrealized
INTC Intel Corp. 0.2%
Value ($000) $4,366 Shares 68,223 Est. Cost $43.94 Unrealized +23.1%
AZN AstraZeneca PLC 0.2%
Value ($000) $4,301 Shares 86,496 Est. Cost $49.97 Unrealized
TE Connectivity Ltd. 0.2%
Value ($000) $4,251 Shares 32,927 Est. Cost $113.76 Unrealized
VB Vanguard Small Cap ETF 0.2%
Value ($000) $4,212 Shares 19,676 Est. Cost $118.72 Unrealized
SBUX Starbucks Corp. 0.2%
Value ($000) $4,099 Shares 37,511 Est. Cost $71.09 Unrealized +32.3%
MSCI, Inc. 0.2%
Value ($000) $4,073 Shares 9,715 Est. Cost $392.29 Unrealized
MRK Merck & Co., Inc. 0.2%
Value ($000) $4,055 Shares 52,607 Est. Cost $59.30 Unrealized +6.3%
ABBV AbbVie, Inc. 0.2%
Value ($000) $3,993 Shares 36,896 Est. Cost $62.94 Unrealized +41.3%
GLW Corning Inc. 0.2%
Value ($000) $3,983 Shares 91,532 Est. Cost $33.60 Unrealized 0.0%
ConocoPhillips 0.2%
Value ($000) $3,968 Shares 74,907 Est. Cost $53.52 Unrealized
PH Parker-Hannifin Corp. 0.2%
Value ($000) $3,945 Shares 12,508 Est. Cost $237.08 Unrealized +14.1%
SYY Sysco Corp. 0.2%
Value ($000) $3,831 Shares 48,654 Est. Cost $66.00 Unrealized +3.1%
SCHX Schwab U.S. Large-Cap ETF 0.2%
Value ($000) $3,814 Shares 39,712 Est. Cost $65.02 Unrealized
WMB Williams Cos.,Inc. 0.2%
Value ($000) $3,629 Shares 153,193 Est. Cost $15.43 Unrealized +15.6%
NKE Nike, Inc. 0.2%
Value ($000) $3,589 Shares 27,004 Est. Cost $69.46 Unrealized +86.5%
VEA Vanguard FTSE Developed Market 0.2%
Value ($000) $3,527 Shares 71,809 Est. Cost $38.28 Unrealized
HCA Healthcare, Inc. 0.2%
Value ($000) $3,500 Shares 18,586 Est. Cost $188.31 Unrealized
IDXX IDEXX Laboratories, Inc. 0.2%
Value ($000) $3,477 Shares 7,105 Est. Cost $116.61 Unrealized +329.6%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $3,433 Shares 64,352 Est. Cost $43.84 Unrealized
WMT Wal-Mart Stores, Inc. 0.2%
Value ($000) $3,427 Shares 25,228 Est. Cost $29.07 Unrealized +48.9%
Exxon Mobil Corp. 0.2%
Value ($000) $3,422 Shares 61,291 Est. Cost $75.19 Unrealized
IWV iShares Russell 3000 Index Fun 0.1%
Value ($000) $3,328 Shares 14,028 Est. Cost $146.09 Unrealized
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $3,304 Shares 52,331 Est. Cost $42.97 Unrealized +18.8%
CBRE CBRE Group, Inc. 0.1%
Value ($000) $3,098 Shares 39,162 Est. Cost $70.71 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc., Class 0.1%
Value ($000) $3,034 Shares 11,876 Est. Cost $172.21 Unrealized +41.0%
MDT Medtronic PLC 0.1%
Value ($000) $3,013 Shares 25,505 Est. Cost $90.18 Unrealized +12.8%
Mid-America Apartment Communit 0.1%
Value ($000) $2,961 Shares 20,512 Est. Cost $94.09 Unrealized
CVX Chevron Corp. 0.1%
Value ($000) $2,909 Shares 27,761 Est. Cost $69.19 Unrealized +15.0%
Seagate Technology 0.1%
Value ($000) $2,891 Shares 37,664 Est. Cost $70.21 Unrealized
FISV Fiserv, Inc. 0.1%
Value ($000) $2,688 Shares 22,583 Est. Cost $110.72 Unrealized +3.7%
3M Co. 0.1%
Value ($000) $2,673 Shares 13,873 Est. Cost $175.29 Unrealized
WHR Whirlpool Corp. 0.1%
Value ($000) $2,620 Shares 11,891 Est. Cost $198.49 Unrealized 0.0%
QCOM Qualcomm, Inc. 0.1%
Value ($000) $2,516 Shares 18,979 Est. Cost $101.84 Unrealized +27.4%
IBM Int'l Business Machines Corp. 0.1%
Value ($000) $2,466 Shares 18,506 Est. Cost $102.66 Unrealized -4.5%
UPS United Parcel Service, Inc. 0.1%
Value ($000) $2,397 Shares 14,098 Est. Cost $130.62 Unrealized +1.0%
EFAX SPDR MSCI EAFE Fossil Fuel Re 0.1%
Value ($000) $2,300 Shares 28,648 Est. Cost $69.05 Unrealized
SCZ iShares MSCI EAFE Small Cap In 0.1%
Value ($000) $2,236 Shares 31,119 Est. Cost $68.41 Unrealized
Technology Select Sector SPDR 0.1%
Value ($000) $2,152 Shares 16,207 Est. Cost $82.65 Unrealized
ADP Automatic Data Processing, Inc 0.1%
Value ($000) $2,138 Shares 11,346 Est. Cost $102.95 Unrealized +52.2%
T AT&T Inc. 0.1%
Value ($000) $2,136 Shares 70,549 Est. Cost $13.39 Unrealized +20.6%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $2,059 Shares 6,361 Est. Cost $258.79 Unrealized +7.5%
LLY Eli Lilly and Co. 0.1%
Value ($000) $1,974 Shares 10,566 Est. Cost $110.02 Unrealized +69.1%
SCHF Schwab International Equity ET 0.1%
Value ($000) $1,959 Shares 52,068 Est. Cost $32.70 Unrealized
MOS The Mosaic Company 0.1%
Value ($000) $1,922 Shares 60,792 Est. Cost $26.57 Unrealized 0.0%
NXPI NXP Semiconductors NV 0.1%
Value ($000) $1,920 Shares 9,536 Est. Cost $127.13 Unrealized +31.7%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $1,754 Shares 14,857 Est. Cost $97.44 Unrealized
AXP American Express Co. 0.1%
Value ($000) $1,738 Shares 12,285 Est. Cost $105.49 Unrealized +17.9%
USB U.S. Bancorp 0.1%
Value ($000) $1,733 Shares 31,334 Est. Cost $37.46 Unrealized +7.6%
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $1,708 Shares 13,692 Est. Cost $82.96 Unrealized +38.1%
IWB iShares Russell 1000 Index 0.1%
Value ($000) $1,697 Shares 7,582 Est. Cost $142.16 Unrealized
Unilever ADR 0.1%
Value ($000) $1,692 Shares 30,311 Est. Cost $60.37 Unrealized
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $1,652 Shares 11,880 Est. Cost $106.90 Unrealized +3.7%
ACM AECOM 0.1%
Value ($000) $1,645 Shares 25,652 Est. Cost $42.43 Unrealized +29.0%
SEOAY Stora Enso Oyj 0.1%
Value ($000) $1,622 Shares 86,803 Est. Cost $18.85 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,610 Shares 7,273 Est. Cost $177.91 Unrealized
Enphase Energy, Inc. 0.1%
Value ($000) $1,607 Shares 9,912 Est. Cost $55.62 Unrealized
Veolia Environnement SA 0.1%
Value ($000) $1,581 Shares 61,467 Est. Cost $25.72 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.1%
Value ($000) $1,501 Shares 20,171 Est. Cost $53.59 Unrealized
HASI Hannon Armstrong Sustain. Infr 0.1%
Value ($000) $1,488 Shares 26,518 Est. Cost $21.16 Unrealized +122.3%
DHR Danaher Corp. 0.1%
Value ($000) $1,480 Shares 6,575 Est. Cost $110.12 Unrealized +80.4%
CAH Cardinal Health, Inc. 0.1%
Value ($000) $1,474 Shares 24,271 Est. Cost $43.27 Unrealized +13.1%
SPYV SPDR Portfolio S&P 500 Value E 0.1%
Value ($000) $1,448 Shares 38,216 Est. Cost $27.27 Unrealized
SPDR S&P Fossil Fuel Free ETF 0.1%
Value ($000) $1,435 Shares 14,616 Est. Cost $75.61 Unrealized
DNNGY Orsted A/S ADR 0.1%
Value ($000) $1,417 Shares 26,037 Est. Cost $54.42 Unrealized
KLAC KLA-Tencor Corp. 0.1%
Value ($000) $1,386 Shares 4,195 Est. Cost $151.43 Unrealized +88.8%
MHGVY Mowi ASA 0.1%
Value ($000) $1,373 Shares 55,405 Est. Cost $24.78 Unrealized
KO Coca-Cola Co. 0.1%
Value ($000) $1,368 Shares 25,962 Est. Cost $40.66 Unrealized +6.7%
ODFL Old Dominion Freight Lines 0.1%
Value ($000) $1,356 Shares 5,640 Est. Cost $29.55 Unrealized +254.7%
EVR Evercore Partners, Inc. 0.1%
Value ($000) $1,345 Shares 10,208 Est. Cost $53.40 Unrealized +108.4%
RTX Raytheon Technologies Corp. 0.1%
Value ($000) $1,329 Shares 17,194 Est. Cost $55.96 Unrealized +16.6%
TPICQ TPI Composites, Inc. 0.1%
Value ($000) $1,299 Shares 23,025 Est. Cost $60.15 Unrealized 0.0%
TT Trane Technologies plc 0.1%
Value ($000) $1,291 Shares 7,796 Est. Cost $93.73 Unrealized +55.2%
ITRI Itron, Inc. 0.1%
Value ($000) $1,258 Shares 14,189 Est. Cost $60.35 Unrealized +63.9%
OMC Omnicom Group,Inc. 0.1%
Value ($000) $1,245 Shares 16,785 Est. Cost $50.02 Unrealized +16.2%
IWD iShares Russell 1000 Value Ind 0.1%
Value ($000) $1,172 Shares 7,733 Est. Cost $146.63 Unrealized
The Travelers Companies, Inc. 0.1%
Value ($000) $1,167 Shares 7,760 Est. Cost $111.10 Unrealized
IVW iShares S&P 500 Growth Index 0.1%
Value ($000) $1,161 Shares 17,826 Est. Cost $102.80 Unrealized
PAYX Paychex, Inc. 0.1%
Value ($000) $1,153 Shares 11,762 Est. Cost $65.18 Unrealized +23.3%
IWR iShares Russell Midcap Index F 0.1%
Value ($000) $1,150 Shares 15,552 Est. Cost $58.19 Unrealized
ORCL Oracle Corp. 0.0%
Value ($000) $1,125 Shares 16,035 Est. Cost $50.44 Unrealized +20.2%
Texas Pacific Land Trust 0.0%
Value ($000) $1,124 Shares 707 Est. Cost $726.96 Unrealized
CL Colgate-Palmolive Co. 0.0%
Value ($000) $1,060 Shares 13,450 Est. Cost $62.71 Unrealized +11.6%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $1,058 Shares 11,516 Est. Cost $92.16 Unrealized
ECL Ecolab Inc. 0.0%
Value ($000) $1,044 Shares 4,879 Est. Cost $186.26 Unrealized +8.2%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $1,044 Shares 19,025 Est. Cost $60.62 Unrealized
Cambridge Bancorp 0.0%
Value ($000) $1,041 Shares 12,345 Est. Cost $52.20 Unrealized
Prologis, Inc. 0.0%
Value ($000) $1,034 Shares 9,759 Est. Cost $90.82 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $1,031 Shares 6,223 Est. Cost $130.62 Unrealized
SPDR Dow Jones ETF Trust 0.0%
Value ($000) $1,029 Shares 3,116 Est. Cost $272.65 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $998 Shares 4,303 Est. Cost $130.24 Unrealized +45.2%
VWO Vanguard MSCI Emerging Markets 0.0%
Value ($000) $993 Shares 19,085 Est. Cost $43.34 Unrealized
DOW Dow, Inc. 0.0%
Value ($000) $959 Shares 14,999 Est. Cost $42.76 Unrealized +7.1%
AEP American Electric Power Co., I 0.0%
Value ($000) $954 Shares 11,266 Est. Cost $68.38 Unrealized -1.3%
NSC Norfolk Southern Corp. 0.0%
Value ($000) $952 Shares 3,547 Est. Cost $59.97 Unrealized +281.6%
AFL Aflac, Inc. 0.0%
Value ($000) $940 Shares 18,359 Est. Cost $41.75 Unrealized +2.7%
ALL Allstate Corp. 0.0%
Value ($000) $924 Shares 8,040 Est. Cost $86.25 Unrealized +13.3%
CLX Clorox Co. 0.0%
Value ($000) $913 Shares 4,736 Est. Cost $130.20 Unrealized +26.7%
CE Celanese Corp. 0.0%
Value ($000) $910 Shares 6,077 Est. Cost $96.12 Unrealized +31.4%
VFC V. F. Corp. 0.0%
Value ($000) $910 Shares 11,388 Est. Cost $57.42 Unrealized +41.4%
WisdomTree Trust U.S. MidCap D 0.0%
Value ($000) $901 Shares 22,294 Est. Cost $36.32 Unrealized
UMICY Umicore SA 0.0%
Value ($000) $900 Shares 68,053 Est. Cost $13.22 Unrealized
TSCO Tractor Supply Company 0.0%
Value ($000) $896 Shares 5,060 Est. Cost $26.82 Unrealized +9.8%
MA Mastercard Incorporated 0.0%
Value ($000) $887 Shares 2,490 Est. Cost $309.07 Unrealized +9.9%
LHX L3Harris Technologies, Inc. 0.0%
Value ($000) $876 Shares 4,322 Est. Cost $165.57 Unrealized +2.5%
VYM Vanguard High Dividend Yield I 0.0%
Value ($000) $869 Shares 8,598 Est. Cost $70.28 Unrealized
SJM J.M. Smucker Co. 0.0%
Value ($000) $868 Shares 6,861 Est. Cost $89.34 Unrealized +12.5%
FedEx Corp. 0.0%
Value ($000) $867 Shares 3,054 Est. Cost $150.68 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $853 Shares 9,456 Est. Cost $56.84 Unrealized +36.9%
General Electric Co. 0.0%
Value ($000) $836 Shares 63,678 Est. Cost $19.47 Unrealized
DOV Dover Corp. 0.0%
Value ($000) $820 Shares 5,978 Est. Cost $87.60 Unrealized +36.5%
SLYG SPDR S&P 600 Small Cap Growth 0.0%
Value ($000) $807 Shares 9,395 Est. Cost $59.61 Unrealized
Vanguard Health Care ETF 0.0%
Value ($000) $782 Shares 3,418 Est. Cost $173.51 Unrealized
BRK/A Berkshire Hathaway Inc., Class 0.0%
Value ($000) $771 Shares 2 Est. Cost $290926.20 Unrealized +26.0%
O Realty Income Corp. 0.0%
Value ($000) $758 Shares 11,932 Est. Cost $51.35 Unrealized -10.0%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $706 Shares 1,910 Est. Cost $298.53 Unrealized +0.5%
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $697 Shares 6,994 Est. Cost $81.79 Unrealized
EEMX SPDR MSCI EM Fossil Fuel Reser 0.0%
Value ($000) $695 Shares 8,740 Est. Cost $77.93 Unrealized
DSI iShares KLD 400 Social Index F 0.0%
Value ($000) $694 Shares 9,084 Est. Cost $84.49 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $684 Shares 4,820 Est. Cost $87.75 Unrealized +28.5%
ACWI iShares MSCI ACWI ETF 0.0%
Value ($000) $683 Shares 7,180 Est. Cost $65.28 Unrealized
EFV iShares MSCI EAFE Value Index 0.0%
Value ($000) $676 Shares 13,265 Est. Cost $40.01 Unrealized
CB Chubb Ltd. 0.0%
Value ($000) $675 Shares 4,270 Est. Cost $130.00 Unrealized +15.6%
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $667 Shares 2,748 Est. Cost $139.65 Unrealized +80.4%
GIS General Mills, Inc. 0.0%
Value ($000) $665 Shares 10,847 Est. Cost $42.36 Unrealized +15.6%
Diageo PLC (ADR) 0.0%
Value ($000) $654 Shares 3,984 Est. Cost $158.62 Unrealized
MKC McCormick & Co. 0.0%
Value ($000) $626 Shares 7,025 Est. Cost $77.86 Unrealized +3.0%
Vanguard Information Technolog 0.0%
Value ($000) $624 Shares 1,740 Est. Cost $222.62 Unrealized
PHG Koninklijke (Royal) Philips El 0.0%
Value ($000) $623 Shares 10,918 Est. Cost $38.32 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $608 Shares 2,364 Est. Cost $174.40 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $599 Shares 3,744 Est. Cost $120.49 Unrealized +23.4%
PM Philip Morris International, I 0.0%
Value ($000) $590 Shares 6,651 Est. Cost $60.84 Unrealized +9.8%
IP International Paper Co. 0.0%
Value ($000) $586 Shares 10,832 Est. Cost $25.28 Unrealized +56.0%
Citrix Systems, Inc. 0.0%
Value ($000) $583 Shares 4,155 Est. Cost $121.76 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $580 Shares 3,356 Est. Cost $131.04 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $578 Shares 4,400 Est. Cost $110.37 Unrealized
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $576 Shares 6,157 Est. Cost $77.97 Unrealized -5.0%
CARR Carrier Global Corp. 0.0%
Value ($000) $564 Shares 13,358 Est. Cost $19.84 Unrealized +83.7%
URI United Rentals Inc. 0.0%
Value ($000) $555 Shares 1,685 Est. Cost $124.81 Unrealized +119.8%
ED Consolidated Edison, Inc. 0.0%
Value ($000) $551 Shares 7,363 Est. Cost $67.23 Unrealized -12.0%
WFC Wells Fargo & Co. 0.0%
Value ($000) $539 Shares 13,800 Est. Cost $43.36 Unrealized -27.1%
Ameriprise Financial, Inc. 0.0%
Value ($000) $536 Shares 2,306 Est. Cost $158.22 Unrealized
PSX Phillips 66 0.0%
Value ($000) $535 Shares 6,558 Est. Cost $72.62 Unrealized -10.6%
Dominion Resources 0.0%
Value ($000) $534 Shares 7,032 Est. Cost $78.39 Unrealized
Altria Group, Inc 0.0%
Value ($000) $526 Shares 10,280 Est. Cost $51.17 Unrealized
Brookfield Infrastructure Part 0.0%
Value ($000) $514 Shares 9,653 Est. Cost $53.25 Unrealized
SMOG VanEck Vectors Low Carbon Ener 0.0%
Value ($000) $510 Shares 3,245 Est. Cost $93.28 Unrealized
CI CIGNA Corp. 0.0%
Value ($000) $508 Shares 2,101 Est. Cost $173.18 Unrealized +17.9%
DE Deere & Co. 0.0%
Value ($000) $505 Shares 1,351 Est. Cost $144.43 Unrealized +112.9%
BMI Badger Meter, Inc. 0.0%
Value ($000) $497 Shares 5,339 Est. Cost $51.19 Unrealized +89.7%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $481 Shares 3,545 Est. Cost $80.23 Unrealized
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $481 Shares 3,174 Est. Cost $142.48 Unrealized
McKesson Corp. 0.0%
Value ($000) $473 Shares 2,425 Est. Cost $135.80 Unrealized
OEF iShares S&P 100 Index Fund 0.0%
Value ($000) $457 Shares 2,539 Est. Cost $121.44 Unrealized
RPM RPM International, Inc. 0.0%
Value ($000) $455 Shares 4,955 Est. Cost $64.96 Unrealized +33.1%
BA Boeing Co. 0.0%
Value ($000) $453 Shares 1,780 Est. Cost $256.70 Unrealized -13.4%
IJJ iShares S&P 400 Midcap 400 Val 0.0%
Value ($000) $452 Shares 4,436 Est. Cost $123.41 Unrealized
Linde PLC 0.0%
Value ($000) $452 Shares 1,614 Est. Cost $205.77 Unrealized
Maxim Integrated Products, Inc 0.0%
Value ($000) $447 Shares 4,896 Est. Cost $91.30 Unrealized
BX The Blackstone Group, Inc. 0.0%
Value ($000) $442 Shares 5,937 Est. Cost $46.89 Unrealized +25.0%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $434 Shares 4,465 Est. Cost $75.32 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $431 Shares 2,326 Est. Cost $118.43 Unrealized
HOLX Hologic, Inc. 0.0%
Value ($000) $430 Shares 5,786 Est. Cost $49.43 Unrealized +53.6%
OC Owens Corning Inc. 0.0%
Value ($000) $424 Shares 4,603 Est. Cost $76.50 Unrealized +9.6%
SAM Boston Beer Company, Inc. - Cl 0.0%
Value ($000) $422 Shares 350 Est. Cost $549.32 Unrealized +91.0%
Nvidia Corp. 0.0%
Value ($000) $416 Shares 780 Est. Cost $273.20 Unrealized
ARCC Ares Capital Corp. 0.0%
Value ($000) $413 Shares 22,071 Est. Cost $9.46 Unrealized +20.2%
CSX CSX Corp. 0.0%
Value ($000) $410 Shares 4,257 Est. Cost $23.04 Unrealized +24.0%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $403 Shares 5,535 Est. Cost $76.90 Unrealized 0.0%
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $401 Shares 5,699 Est. Cost $59.04 Unrealized
BOH Bank of Hawaii Corporation 0.0%
Value ($000) $401 Shares 4,480 Est. Cost $59.25 Unrealized +19.1%
Duke Realty Corp. 0.0%
Value ($000) $400 Shares 9,528 Est. Cost $40.10 Unrealized
VeriSign, Inc. 0.0%
Value ($000) $398 Shares 2,000 Est. Cost $149.34 Unrealized
C Citigroup, Inc. 0.0%
Value ($000) $394 Shares 5,421 Est. Cost $54.84 Unrealized +2.4%
OTIS Otis Worldwide Corp. 0.0%
Value ($000) $388 Shares 5,673 Est. Cost $49.64 Unrealized +22.4%
Alibaba Group Holding Ltd 0.0%
Value ($000) $388 Shares 1,713 Est. Cost $261.05 Unrealized
WisdomTree Total Dividend Fd 0.0%
Value ($000) $388 Shares 3,432 Est. Cost $99.06 Unrealized
Invesco Water Resources ETF 0.0%
Value ($000) $380 Shares 7,700 Est. Cost $36.64 Unrealized
PINS Pinterest, Inc. 0.0%
Value ($000) $379 Shares 5,114 Est. Cost $32.61 Unrealized +128.1%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $369 Shares 3,582 Est. Cost $84.81 Unrealized 0.0%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $360 Shares 2,389 Est. Cost $105.41 Unrealized
Twitter, Inc. 0.0%
Value ($000) $358 Shares 5,633 Est. Cost $46.06 Unrealized
IQVIA Holdings Inc. 0.0%
Value ($000) $342 Shares 1,771 Est. Cost $142.71 Unrealized
Biogen, Inc. 0.0%
Value ($000) $339 Shares 1,211 Est. Cost $288.72 Unrealized
FDN First Trust Dow Jones Internet 0.0%
Value ($000) $339 Shares 1,556 Est. Cost $136.73 Unrealized
SIEGY Siemens AG (ADR) 0.0%
Value ($000) $334 Shares 4,058 Est. Cost $82.31 Unrealized
Health Care Select Sector SPDR 0.0%
Value ($000) $333 Shares 2,855 Est. Cost $89.09 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $329 Shares 2,743 Est. Cost $119.94 Unrealized
IXUS iShares Core MSCI Total Int'l 0.0%
Value ($000) $328 Shares 4,674 Est. Cost $67.35 Unrealized
AEIS Advanced Energy Industries 0.0%
Value ($000) $325 Shares 2,975 Est. Cost $106.37 Unrealized 0.0%
RSPM Invesco S&P Equal Weight Mater 0.0%
Value ($000) $321 Shares 2,060 Est. Cost $102.19 Unrealized
DUK Duke Energy Corp. 0.0%
Value ($000) $318 Shares 3,294 Est. Cost $75.46 Unrealized 0.0%
PXF Invesco FTSE RAFI Dev Mkts ex- 0.0%
Value ($000) $317 Shares 6,857 Est. Cost $46.23 Unrealized
MU Micron Technology 0.0%
Value ($000) $315 Shares 3,572 Est. Cost $58.84 Unrealized +40.7%
GILD Gilead Sciences, Inc. 0.0%
Value ($000) $311 Shares 4,806 Est. Cost $49.37 Unrealized +8.1%
Avangrid 0.0%
Value ($000) $309 Shares 6,209 Est. Cost $49.77 Unrealized
HUM Humana, Inc. 0.0%
Value ($000) $304 Shares 725 Est. Cost $383.05 Unrealized -0.4%
Goldman Sachs Group, Inc. 0.0%
Value ($000) $300 Shares 919 Est. Cost $263.33 Unrealized
IWP iShares Russell Midcap Growth 0.0%
Value ($000) $299 Shares 2,932 Est. Cost $132.76 Unrealized
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $298 Shares 9,378 Est. Cost $30.95 Unrealized
CME CME Group Inc. 0.0%
Value ($000) $295 Shares 1,445 Est. Cost $160.88 Unrealized +1.4%
ILMN Illumina Inc. 0.0%
Value ($000) $294 Shares 766 Est. Cost $299.02 Unrealized +36.4%
BBY Best Buy Co., Inc. 0.0%
Value ($000) $285 Shares 2,482 Est. Cost $89.94 Unrealized +0.7%
JCI Johnson Controls International 0.0%
Value ($000) $284 Shares 4,757 Est. Cost $40.18 Unrealized +24.4%
INTU Intuit Corp. 0.0%
Value ($000) $281 Shares 734 Est. Cost $308.90 Unrealized +21.0%
SPDR Portfolio Mid Cap ETF 0.0%
Value ($000) $278 Shares 6,079 Est. Cost $33.34 Unrealized
VLO Valero Energy Corp. 0.0%
Value ($000) $271 Shares 3,788 Est. Cost $59.92 Unrealized -4.6%
Netflix, Inc. 0.0%
Value ($000) $271 Shares 519 Est. Cost $375.00 Unrealized
STT State Street Corp. 0.0%
Value ($000) $269 Shares 3,203 Est. Cost $57.25 Unrealized +15.4%
MCHP Microchip Technology Incorpora 0.0%
Value ($000) $268 Shares 1,725 Est. Cost $67.53 Unrealized 0.0%
PGR Progressive Corp. 0.0%
Value ($000) $266 Shares 2,785 Est. Cost $66.35 Unrealized +22.1%
CBT Cabot Corp. 0.0%
Value ($000) $265 Shares 5,050 Est. Cost $37.10 Unrealized +19.7%
MP MP Materials Corp. 0.0%
Value ($000) $265 Shares 7,372 Est. Cost $36.97 Unrealized 0.0%
GNR SPDR S&P Global Natural Resour 0.0%
Value ($000) $261 Shares 5,193 Est. Cost $44.87 Unrealized
SMMD iShares Russell 2500 ETF 0.0%
Value ($000) $259 Shares 4,111 Est. Cost $56.84 Unrealized
BE Bloom Energy Corp 0.0%
Value ($000) $255 Shares 9,410 Est. Cost $32.61 Unrealized 0.0%
WELL Welltower, Inc. 0.0%
Value ($000) $255 Shares 3,555 Est. Cost $59.03 Unrealized 0.0%
Templeton Dragon Fund, Inc. 0.0%
Value ($000) $254 Shares 10,776 Est. Cost $17.99 Unrealized
MAIN Main Street Capital Corporatio 0.0%
Value ($000) $252 Shares 6,444 Est. Cost $30.72 Unrealized +14.3%
ChargePoint Holdings, Inc. 0.0%
Value ($000) $251 Shares 9,409 Est. Cost $26.68 Unrealized
Sirius XM Holdings, Inc. 0.0%
Value ($000) $251 Shares 41,215 Est. Cost $5.27 Unrealized
Akamai Technologies, Inc. 0.0%
Value ($000) $250 Shares 2,451 Est. Cost $91.05 Unrealized
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $249 Shares 491 Est. Cost $26.14 Unrealized +18.5%
Financial Select Sector Index 0.0%
Value ($000) $248 Shares 7,295 Est. Cost $29.45 Unrealized
YUM Yum Brands, Inc. 0.0%
Value ($000) $248 Shares 2,296 Est. Cost $76.84 Unrealized +25.8%
Industrials Select Sector Inde 0.0%
Value ($000) $247 Shares 2,505 Est. Cost $88.71 Unrealized
BLD TopBuild Corp. 0.0%
Value ($000) $245 Shares 1,172 Est. Cost $203.22 Unrealized 0.0%
Bally's Corp 0.0%
Value ($000) $240 Shares 3,700 Est. Cost $64.86 Unrealized
EA Electronic Arts, Inc. 0.0%
Value ($000) $238 Shares 1,755 Est. Cost $134.93 Unrealized 0.0%
BP BP PLC (ADR) 0.0%
Value ($000) $238 Shares 9,766 Est. Cost $24.37 Unrealized
SPGI S&P Global, Inc. 0.0%
Value ($000) $237 Shares 671 Est. Cost $319.59 Unrealized 0.0%
Zoetis, Inc. 0.0%
Value ($000) $236 Shares 1,496 Est. Cost $165.39 Unrealized
IYH iShares DJ US Healthcare Secto 0.0%
Value ($000) $236 Shares 935 Est. Cost $216.04 Unrealized
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $236 Shares 2,161 Est. Cost $96.82 Unrealized
OGS ONE Gas, Inc. 0.0%
Value ($000) $234 Shares 3,040 Est. Cost $34.23 Unrealized +113.2%
Tekla Healthcare Investors 0.0%
Value ($000) $234 Shares 9,572 Est. Cost $23.90 Unrealized
Viatris, Inc. 0.0%
Value ($000) $232 Shares 16,606 Est. Cost $18.76 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $232 Shares 463 Est. Cost $89.31 Unrealized +18.2%
DECK Deckers Outdoor Corporation 0.0%
Value ($000) $231 Shares 700 Est. Cost $44.35 Unrealized +20.3%
RWO SPDR Dow Jones Global Real Est 0.0%
Value ($000) $230 Shares 4,881 Est. Cost $39.02 Unrealized
AVY Avery Dennison Corp. 0.0%
Value ($000) $226 Shares 1,232 Est. Cost $157.26 Unrealized 0.0%
DVY iShares Dow Jones Select Divid 0.0%
Value ($000) $224 Shares 1,965 Est. Cost $102.62 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $221 Shares 8,320 Est. Cost $23.58 Unrealized 0.0%
RSPT Invesco S&P 500 Equal Weight T 0.0%
Value ($000) $217 Shares 805 Est. Cost $199.15 Unrealized
Kinder Morgan, Inc. 0.0%
Value ($000) $216 Shares 12,954 Est. Cost $19.95 Unrealized
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $215 Shares 3,500 Est. Cost $61.43 Unrealized
SPYG SPDR Portfolio S&P 500 Growth 0.0%
Value ($000) $211 Shares 3,740 Est. Cost $55.35 Unrealized
Sunnova Energy International, 0.0%
Value ($000) $211 Shares 5,177 Est. Cost $40.76 Unrealized
Atlantica Sustainable Infrastr 0.0%
Value ($000) $211 Shares 5,755 Est. Cost $36.66 Unrealized
People's United Financial, Inc 0.0%
Value ($000) $210 Shares 11,736 Est. Cost $14.29 Unrealized
ERII Energy Recovery, Inc. 0.0%
Value ($000) $208 Shares 11,322 Est. Cost $16.01 Unrealized 0.0%
Plug Power, Inc. 0.0%
Value ($000) $207 Shares 5,772 Est. Cost $35.86 Unrealized
CoStar Group, Inc. 0.0%
Value ($000) $205 Shares 249 Est. Cost $923.69 Unrealized
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $204 Shares 949 Est. Cost $229.39 Unrealized -4.2%
Roku, Inc. Cl A 0.0%
Value ($000) $201 Shares 616 Est. Cost $332.79 Unrealized
Nutrien Ltd. 0.0%
Value ($000) $200 Shares 3,712 Est. Cost $53.88 Unrealized
Eaton Vance Enhanced Equity In 0.0%
Value ($000) $200 Shares 9,260 Est. Cost $21.71 Unrealized
Madison Covered Call & Equity 0.0%
Value ($000) $195 Shares 25,785 Est. Cost $6.39 Unrealized
NLLSF Nel ASA 0.0%
Value ($000) $178 Shares 60,197 Est. Cost $3.15 Unrealized +5.1%
F Ford Motor Co. 0.0%
Value ($000) $123 Shares 10,065 Est. Cost $6.35 Unrealized +36.7%
PDAC Peridot Acquisition Corp. 0.0%
Value ($000) $119 Shares 11,205 Est. Cost $10.62 Unrealized
Decarbonization Plus Acquisiti 0.0%
Value ($000) $109 Shares 10,417 Est. Cost $10.46 Unrealized
HEMP Hemp, Inc. 0.0%
Value ($000) $1 Shares 138,500 Est. Cost $0.01 Unrealized 0.0%
Cash Technologies (Registratio 0.0%
Value ($000) $0 Shares 62,500 Est. Cost Unrealized