WHALEROCK POINT PARTNERS, LLC Diversified Active

CIK: 0001389709 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $421,181 (100.0% shares, 0.0% debt)

Holdings (183)

NVDA NVIDIA Corp 8.6%
Value ($000) $36,254 Shares 334,506 Est. Cost $93.26 Unrealized +35.9%
AAPL Apple Inc 7.7%
Value ($000) $32,571 Shares 146,631 Est. Cost $111.52 Unrealized +106.9%
MSFT Microsoft Corp 5.0%
Value ($000) $21,074 Shares 56,140 Est. Cost $204.51 Unrealized +98.1%
GOOGL Alphabet Inc class A 4.3%
Value ($000) $18,320 Shares 118,467 Est. Cost $111.72 Unrealized +61.7%
V Visa Inc 4.3%
Value ($000) $18,249 Shares 52,072 Est. Cost $184.63 Unrealized +82.2%
AMZN Amazon.com Inc 3.4%
Value ($000) $14,502 Shares 76,223 Est. Cost $136.01 Unrealized +59.6%
JPM JPMorgan Chase & Co 3.0%
Value ($000) $12,655 Shares 51,590 Est. Cost $148.39 Unrealized +69.1%
COST Costco Wholesale Corp 2.9%
Value ($000) $12,153 Shares 12,849 Est. Cost $346.84 Unrealized +179.8%
BRK/B Berkshire Hathaway Inc 2.7%
Value ($000) $11,388 Shares 21,383 Est. Cost $225.82 Unrealized +115.3%
META Meta Platforms Inc. Class A 2.3%
Value ($000) $9,602 Shares 16,659 Est. Cost $356.93 Unrealized +80.2%
IVV iShares Core S&P 500 ETF 2.0%
Value ($000) $8,333 Shares 14,830 Est. Cost $413.32 Unrealized
MA Mastercard Inc 2.0%
Value ($000) $8,279 Shares 15,103 Est. Cost $339.73 Unrealized +59.5%
PEP PepsiCo Inc 1.8%
Value ($000) $7,641 Shares 50,963 Est. Cost $123.05 Unrealized +16.6%
UNH UnitedHealth Group Inc 1.7%
Value ($000) $7,108 Shares 13,572 Est. Cost $347.12 Unrealized +43.9%
TMO Thermo Fisher Scientific Inc 1.7%
Value ($000) $7,077 Shares 14,223 Est. Cost $421.08 Unrealized +28.2%
HD Home Depot Inc/The 1.6%
Value ($000) $6,617 Shares 18,055 Est. Cost $242.86 Unrealized +56.8%
MCD McDonald's Corp 1.5%
Value ($000) $6,142 Shares 19,663 Est. Cost $193.79 Unrealized +51.1%
XOM Exxon Mobil Corp 1.4%
Value ($000) $6,029 Shares 50,693 Est. Cost $60.55 Unrealized +77.0%
TJX TJX Cos Inc/The 1.4%
Value ($000) $5,752 Shares 47,229 Est. Cost $66.05 Unrealized +81.8%
BAC Bank of America Corp 1.3%
Value ($000) $5,436 Shares 130,275 Est. Cost $25.03 Unrealized +74.3%
RTX RTX Corp 1.3%
Value ($000) $5,288 Shares 39,922 Est. Cost $70.15 Unrealized +77.8%
PANW Palo Alto Networks Inc 1.2%
Value ($000) $5,142 Shares 30,131 Est. Cost $165.56 Unrealized +11.7%
UNP Union Pacific Corp 1.2%
Value ($000) $5,092 Shares 21,554 Est. Cost $172.78 Unrealized +36.3%
CRM salesforce.com Inc 1.2%
Value ($000) $4,957 Shares 18,472 Est. Cost $234.09 Unrealized +32.0%
JNJ Johnson & Johnson 1.2%
Value ($000) $4,947 Shares 29,830 Est. Cost $126.67 Unrealized +20.4%
VOO Vanguard S&P 500 ETF 1.0%
Value ($000) $4,365 Shares 8,493 Est. Cost $318.24 Unrealized
CVX Chevron Corp 0.9%
Value ($000) $3,916 Shares 23,407 Est. Cost $106.01 Unrealized +41.9%
LMT Lockheed Martin Corp 0.9%
Value ($000) $3,810 Shares 8,528 Est. Cost $344.94 Unrealized +30.0%
ADP Automatic Data Processing Inc 0.9%
Value ($000) $3,805 Shares 12,453 Est. Cost $135.26 Unrealized +118.4%
Bank of America Corp 7.25 Pfd 0.9%
Value ($000) $3,642 Shares 2,950 Est. Cost $1271.97 Unrealized
PG Procter & Gamble Co/The 0.8%
Value ($000) $3,455 Shares 20,274 Est. Cost $123.36 Unrealized +32.9%
CAT Caterpillar Inc 0.8%
Value ($000) $3,411 Shares 10,342 Est. Cost $144.29 Unrealized +143.9%
Wells Fargo & Co 0.8%
Value ($000) $3,314 Shares 2,760 Est. Cost $1279.69 Unrealized
MDY SPDR S&P MidCap 400 ETF Trust 0.7%
Value ($000) $3,011 Shares 5,645 Est. Cost $393.20 Unrealized
AEP American Electric Power Co Inc 0.7%
Value ($000) $2,917 Shares 26,691 Est. Cost $71.32 Unrealized +38.0%
NEE NextEra Energy Inc 0.7%
Value ($000) $2,903 Shares 40,954 Est. Cost $66.70 Unrealized +2.9%
DIS Walt Disney Co/The 0.7%
Value ($000) $2,869 Shares 29,065 Est. Cost $134.72 Unrealized -21.1%
GOOG Alphabet Inc class C 0.6%
Value ($000) $2,675 Shares 17,120 Est. Cost $114.40 Unrealized +59.5%
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $2,600 Shares 29,613 Est. Cost $52.15 Unrealized +78.2%
TGT Target Corp 0.6%
Value ($000) $2,477 Shares 23,735 Est. Cost $131.36 Unrealized -8.5%
ABBV AbbVie Inc 0.6%
Value ($000) $2,449 Shares 11,689 Est. Cost $97.28 Unrealized +94.7%
DE Deere & Co 0.6%
Value ($000) $2,440 Shares 5,198 Est. Cost $207.48 Unrealized +122.4%
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $2,257 Shares 4,034 Est. Cost $10884.85 Unrealized
LLY Eli Lilly & Co 0.5%
Value ($000) $2,232 Shares 2,703 Est. Cost $459.47 Unrealized +79.9%
PRU Prudential Financial Inc 0.4%
Value ($000) $1,816 Shares 16,262 Est. Cost $81.97 Unrealized +32.9%
PM Philip Morris International In 0.4%
Value ($000) $1,788 Shares 11,266 Est. Cost $75.59 Unrealized +81.2%
ORLY O'Reilly Automotive Inc 0.4%
Value ($000) $1,683 Shares 1,175 Est. Cost $35.38 Unrealized +145.9%
FTEC Fidelity MSCI Information Tech 0.4%
Value ($000) $1,674 Shares 10,383 Est. Cost $99.94 Unrealized
CSCO Cisco Systems Inc 0.4%
Value ($000) $1,649 Shares 26,714 Est. Cost $42.32 Unrealized +42.0%
DGRO iShares Core Dividend Growth E 0.4%
Value ($000) $1,602 Shares 25,926 Est. Cost $1804.82 Unrealized
MRK Merck & Co Inc 0.4%
Value ($000) $1,480 Shares 16,490 Est. Cost $66.25 Unrealized +36.0%
AVGO Broadcom Ltd 0.3%
Value ($000) $1,453 Shares 8,677 Est. Cost $166.98 Unrealized +25.7%
HON Honeywell International Inc 0.3%
Value ($000) $1,452 Shares 6,858 Est. Cost $165.71 Unrealized +19.7%
XLK Technology Select Sector SPDR 0.3%
Value ($000) $1,435 Shares 6,950 Est. Cost $15108.82 Unrealized
VZ Verizon Communications Inc 0.3%
Value ($000) $1,403 Shares 30,932 Est. Cost $42.81 Unrealized -7.5%
TXN Texas Instruments Inc 0.3%
Value ($000) $1,347 Shares 7,497 Est. Cost $150.69 Unrealized +20.9%
DHR Danaher Corp 0.3%
Value ($000) $1,324 Shares 6,460 Est. Cost $242.35 Unrealized -10.5%
SPSM SPDR Portfolio S&P 600 Small C 0.3%
Value ($000) $1,243 Shares 30,488 Est. Cost $38.84 Unrealized
BX Blackstone Group Inc 0.3%
Value ($000) $1,237 Shares 8,853 Est. Cost $132.77 Unrealized +19.1%
DUK Duke Energy Corp 0.3%
Value ($000) $1,235 Shares 10,127 Est. Cost $81.09 Unrealized +36.3%
GLD SPDR Gold Shares 0.3%
Value ($000) $1,181 Shares 4,100 Est. Cost $288.14 Unrealized
JPMorgan Chase & Co 6.0& Perp 0.3%
Value ($000) $1,151 Shares 46,000 Est. Cost $25.46 Unrealized
CMCSA Comcast Corp 0.2%
Value ($000) $1,038 Shares 28,143 Est. Cost $40.23 Unrealized -12.9%
ABT Abbott Laboratories 0.2%
Value ($000) $992 Shares 7,478 Est. Cost $95.01 Unrealized +32.1%
GS Goldman Sachs Group Inc/The 0.2%
Value ($000) $976 Shares 1,786 Est. Cost $391.74 Unrealized +50.8%
PNW Pinnacle West Capital Corp 0.2%
Value ($000) $953 Shares 10,008 Est. Cost $65.97 Unrealized +30.9%
MetLife Inc 0.2%
Value ($000) $943 Shares 40,000 Est. Cost $24.74 Unrealized
PFE Pfizer Inc 0.2%
Value ($000) $942 Shares 37,176 Est. Cost $29.63 Unrealized -16.6%
VTI Vanguard Total Stock Market ET 0.2%
Value ($000) $926 Shares 3,368 Est. Cost $10563.66 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $901 Shares 4,518 Est. Cost $3100.62 Unrealized
INTU Intuit Inc 0.2%
Value ($000) $892 Shares 1,452 Est. Cost $368.87 Unrealized +62.0%
GE GE Aerospace Co 0.2%
Value ($000) $885 Shares 4,419 Est. Cost $156.29 Unrealized +25.2%
XLV Health Care Select Sector SPDR 0.2%
Value ($000) $866 Shares 5,933 Est. Cost $32486.67 Unrealized
Converge Technology Solutions 0.2%
Value ($000) $855 Shares 225,485 Est. Cost $2301.89 Unrealized
XLC Communication Services Sector 0.2%
Value ($000) $840 Shares 8,707 Est. Cost $28822.11 Unrealized
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $830 Shares 18,986 Est. Cost $51.27 Unrealized
BRK/A Berkshire Hathaway Inc 0.2%
Value ($000) $798 Shares 1 Est. Cost $306872.40 Unrealized +137.7%
QQQ Invesco QQQ Trust Srs 1 0.2%
Value ($000) $798 Shares 1,701 Est. Cost $279.43 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $797 Shares 9,750 Est. Cost $72.25 Unrealized
EXR Extra Space Storage Inc 0.2%
Value ($000) $779 Shares 5,244 Est. Cost $113.46 Unrealized +28.0%
TREX Trex Co Inc 0.2%
Value ($000) $765 Shares 13,175 Est. Cost $72.92 Unrealized -10.9%
BA Boeing Co/The 0.2%
Value ($000) $760 Shares 4,458 Est. Cost $189.90 Unrealized -8.9%
TSM Taiwan Semiconductor Manufactu 0.2%
Value ($000) $752 Shares 4,533 Est. Cost $4646.46 Unrealized
MPC Marathon Petroleum Corp 0.2%
Value ($000) $746 Shares 5,122 Est. Cost $38.00 Unrealized +282.0%
ANET Arista Networks Inc 0.2%
Value ($000) $736 Shares 9,496 Est. Cost $102.84 Unrealized -1.4%
NVR NVR Inc 0.2%
Value ($000) $724 Shares 100 Est. Cost $3559.16 Unrealized +113.7%
Citigroup Capital XIII 0.2%
Value ($000) $717 Shares 24,000 Est. Cost $29.87 Unrealized
Bank of America Corp 6.0 Pfd 0.2%
Value ($000) $697 Shares 28,000 Est. Cost $25.17 Unrealized
IUSG iShares Core S&P U.S. Growth E 0.2%
Value ($000) $675 Shares 5,309 Est. Cost $98.62 Unrealized
LOW Lowe's Cos Inc 0.1%
Value ($000) $625 Shares 2,680 Est. Cost $155.50 Unrealized +55.7%
KO Coca-Cola Co/The 0.1%
Value ($000) $610 Shares 8,512 Est. Cost $46.95 Unrealized +38.4%
EBC Eastern Bankshares Inc 0.1%
Value ($000) $594 Shares 36,247 Est. Cost $12.41 Unrealized +36.5%
TSLA Tesla Inc 0.1%
Value ($000) $593 Shares 2,288 Est. Cost $212.21 Unrealized +57.0%
IBM International Business Machine 0.1%
Value ($000) $552 Shares 2,218 Est. Cost $132.28 Unrealized +81.0%
EPD Enterprise Products Partners L 0.1%
Value ($000) $551 Shares 16,148 Est. Cost $20.51 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $548 Shares 9,395 Est. Cost $83.45 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $547 Shares 5,001 Est. Cost $120.97 Unrealized -6.9%
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $536 Shares 4,158 Est. Cost $90.19 Unrealized
ADBE Adobe Systems Inc 0.1%
Value ($000) $534 Shares 1,393 Est. Cost $439.94 Unrealized -2.5%
Truist Financial Corp 5.25 Pe 0.1%
Value ($000) $510 Shares 24,000 Est. Cost $23.84 Unrealized
FHLC Fidelity MSCI Health Care Inde 0.1%
Value ($000) $503 Shares 7,359 Est. Cost $56.92 Unrealized
YUM Yum! Brands Inc 0.1%
Value ($000) $503 Shares 3,194 Est. Cost $92.36 Unrealized +53.4%
Nextera Energy Capital 0.1%
Value ($000) $500 Shares 22,000 Est. Cost $24.81 Unrealized
Morgan Stanley 0.1%
Value ($000) $483 Shares 20,350 Est. Cost $24.91 Unrealized
XLY Consumer Discretionary Select 0.1%
Value ($000) $483 Shares 2,444 Est. Cost $92112.91 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $481 Shares 4,598 Est. Cost $98.92 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $478 Shares 513 Est. Cost $73.75 Unrealized +28.9%
ORCL Oracle Corp 0.1%
Value ($000) $474 Shares 3,387 Est. Cost $95.13 Unrealized +69.8%
AMT American Tower Corp 0.1%
Value ($000) $463 Shares 2,130 Est. Cost $187.42 Unrealized +1.1%
MO Altria Group Inc 0.1%
Value ($000) $462 Shares 7,702 Est. Cost $36.33 Unrealized +40.4%
PSX Phillips 66 0.1%
Value ($000) $462 Shares 3,740 Est. Cost $58.68 Unrealized +103.3%
IAU iShares Gold Trust 0.1%
Value ($000) $461 Shares 7,811 Est. Cost $58.96 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $452 Shares 1,452 Est. Cost $183.19 Unrealized +56.8%
TRV Travelers Cos Inc/The 0.1%
Value ($000) $444 Shares 1,678 Est. Cost $114.26 Unrealized +114.8%
SCZ iShares MSCI EAFE Small-Cap ET 0.1%
Value ($000) $426 Shares 6,700 Est. Cost $67.71 Unrealized
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $415 Shares 4,036 Est. Cost $117.77 Unrealized -5.6%
CMI Cummins Inc 0.1%
Value ($000) $412 Shares 1,316 Est. Cost $185.78 Unrealized +86.3%
CVS CVS Health Corp 0.1%
Value ($000) $410 Shares 6,055 Est. Cost $61.18 Unrealized -5.2%
MAR Marriott International Inc/MD 0.1%
Value ($000) $410 Shares 1,720 Est. Cost $111.26 Unrealized +142.1%
SPOT Spotify Technology SA 0.1%
Value ($000) $404 Shares 735 Est. Cost $428.22 Unrealized +30.5%
WELL Welltower Inc 0.1%
Value ($000) $404 Shares 2,638 Est. Cost $60.98 Unrealized +130.1%
FIDU Fidelity MSCI Industrials Inde 0.1%
Value ($000) $403 Shares 5,890 Est. Cost $46.58 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $400 Shares 1,472 Est. Cost $174.97 Unrealized +76.3%
BDX Becton Dickinson and Co 0.1%
Value ($000) $391 Shares 1,707 Est. Cost $198.67 Unrealized +14.4%
VEU Vanguard FTSE All-World ex-US 0.1%
Value ($000) $387 Shares 6,375 Est. Cost $57.06 Unrealized
RSG Republic Services Inc 0.1%
Value ($000) $380 Shares 1,571 Est. Cost $123.31 Unrealized +79.9%
PNC PNC Financial Services Group I 0.1%
Value ($000) $374 Shares 2,129 Est. Cost $104.80 Unrealized +74.9%
WFC Wells Fargo & Co 0.1%
Value ($000) $367 Shares 5,108 Est. Cost $37.64 Unrealized +95.8%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $363 Shares 5,561 Est. Cost $193.65 Unrealized -59.9%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $363 Shares 5,946 Est. Cost $49.32 Unrealized +12.5%
Morgan Stanley 6.625 Perp Pfd 0.1%
Value ($000) $357 Shares 14,000 Est. Cost $26.84 Unrealized
EL Estee Lauder Cos Inc/The 0.1%
Value ($000) $354 Shares 5,361 Est. Cost $227.53 Unrealized -68.7%
SBUX Starbucks Corp 0.1%
Value ($000) $353 Shares 3,597 Est. Cost $82.25 Unrealized +22.8%
AZO AutoZone Inc 0.1%
Value ($000) $339 Shares 89 Est. Cost $2416.82 Unrealized +42.8%
QUAL iShares MSCI USA Quality Facto 0.1%
Value ($000) $338 Shares 1,975 Est. Cost $134.87 Unrealized
XLP Consumer Staples Select Sector 0.1%
Value ($000) $337 Shares 4,132 Est. Cost $12373.01 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $337 Shares 2,097 Est. Cost $119.31 Unrealized
PSA Public Storage 0.1%
Value ($000) $331 Shares 1,105 Est. Cost $179.23 Unrealized +60.5%
Morgan Stanley 4.875 Perp Pfd 0.1%
Value ($000) $325 Shares 16,000 Est. Cost $23.89 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $325 Shares 1,255 Est. Cost $203.81 Unrealized
BLK BlackRock Inc 0.1%
Value ($000) $319 Shares 337 Est. Cost $866.20 Unrealized +11.0%
Bank of America Corp 5.375 Pe 0.1%
Value ($000) $314 Shares 14,000 Est. Cost $24.53 Unrealized
ET Energy Transfer Equity LP 0.1%
Value ($000) $314 Shares 16,900 Est. Cost $7.71 Unrealized
FDIS Fidelity MSCI Consumer Discret 0.1%
Value ($000) $311 Shares 3,677 Est. Cost $69.37 Unrealized
AER AerCap Holdings NV 0.1%
Value ($000) $307 Shares 3,000 Est. Cost $65.01 Unrealized +51.2%
AFL Aflac Inc 0.1%
Value ($000) $306 Shares 2,756 Est. Cost $70.52 Unrealized +47.6%
ROST Ross Stores Inc 0.1%
Value ($000) $301 Shares 2,357 Est. Cost $145.34 Unrealized -4.7%
COP ConocoPhillips 0.1%
Value ($000) $297 Shares 2,826 Est. Cost $92.54 Unrealized +4.6%
ELV Elevance Health Inc 0.1%
Value ($000) $297 Shares 682 Est. Cost $281.76 Unrealized +39.9%
SPG Simon Property Group Inc 0.1%
Value ($000) $295 Shares 1,776 Est. Cost $93.50 Unrealized +78.5%
BN Brookfield Corporation 0.1%
Value ($000) $294 Shares 5,619 Est. Cost $31.29 Unrealized +20.1%
ARES Ares Management Corp 0.1%
Value ($000) $293 Shares 2,000 Est. Cost $94.74 Unrealized +77.7%
LIN Linde PLC 0.1%
Value ($000) $283 Shares 607 Est. Cost $352.90 Unrealized +26.0%
ESGU iShares MSCI USA ESG Aware ETF 0.1%
Value ($000) $281 Shares 2,306 Est. Cost $79.46 Unrealized
QCOM QUALCOMM Inc 0.1%
Value ($000) $280 Shares 1,821 Est. Cost $177.73 Unrealized -10.2%
SYK Stryker Corp 0.1%
Value ($000) $277 Shares 743 Est. Cost $340.46 Unrealized +10.8%
CL Colgate-Palmolive Co 0.1%
Value ($000) $274 Shares 2,927 Est. Cost $72.15 Unrealized +21.7%
NKE NIKE Inc 0.1%
Value ($000) $273 Shares 4,305 Est. Cost $110.06 Unrealized -34.5%
XLRE Real Estate Select Sector SPDR 0.1%
Value ($000) $268 Shares 6,400 Est. Cost $36.50 Unrealized
XBI SPDR S&P Biotech ETF 0.1%
Value ($000) $267 Shares 3,295 Est. Cost $133.91 Unrealized
CLX Clorox Co/The 0.1%
Value ($000) $267 Shares 1,811 Est. Cost $151.14 Unrealized -2.1%
SOXX iShares PHLX Semiconductor ETF 0.1%
Value ($000) $262 Shares 1,395 Est. Cost $342.65 Unrealized
CME CME Group Inc 0.1%
Value ($000) $258 Shares 972 Est. Cost $196.43 Unrealized +23.4%
MMM 3M Co 0.1%
Value ($000) $257 Shares 1,752 Est. Cost $119.14 Unrealized +21.3%
NVS Novartis AG 0.1%
Value ($000) $255 Shares 2,290 Est. Cost $91.19 Unrealized
SCHW Charles Schwab Corp/The 0.1%
Value ($000) $248 Shares 3,166 Est. Cost $56.12 Unrealized +38.4%
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $246 Shares 2,646 Est. Cost $84.44 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $243 Shares 1,048 Est. Cost $191.03 Unrealized +14.3%
FNCL Fidelity MSCI Financials Index 0.1%
Value ($000) $242 Shares 3,479 Est. Cost $59.40 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $240 Shares 3,095 Est. Cost $32.92 Unrealized +11.9%
ECL Ecolab Inc 0.1%
Value ($000) $239 Shares 944 Est. Cost $241.07 Unrealized +3.5%
TSLX Sixth Street Specialty Lending 0.1%
Value ($000) $238 Shares 10,625 Est. Cost $22.26 Unrealized 0.0%
WMB Williams Cos Inc/The 0.1%
Value ($000) $221 Shares 3,701 Est. Cost $51.72 Unrealized +7.2%
ABNB AirBnB Inc - Class A 0.1%
Value ($000) $216 Shares 1,806 Est. Cost $114.74 Unrealized +16.8%
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $213 Shares 1,756 Est. Cost $121.12 Unrealized
APH Amphenol Corp 0.1%
Value ($000) $212 Shares 3,228 Est. Cost $62.23 Unrealized +8.8%
XLU Utilities Select Sector SPDR F 0.0%
Value ($000) $209 Shares 2,650 Est. Cost $80.78 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $207 Shares 45 Est. Cost $4764.13 Unrealized -0.3%
CARR Carrier Global Corp 0.0%
Value ($000) $204 Shares 3,214 Est. Cost $60.20 Unrealized +9.3%
EMR Emerson Electric Co 0.0%
Value ($000) $202 Shares 1,838 Est. Cost $119.02 Unrealized -0.2%
MDLZ Mondelez International Inc 0.0%
Value ($000) $200 Shares 2,951 Est. Cost $59.75 Unrealized 0.0%
MMTIF Micromem Technologies Inc 0.0%
Value ($000) $4 Shares 90,000 Est. Cost $0.05 Unrealized -5.2%
Vectrix Corp 0.0%
Value ($000) $0 Shares 29,500 Est. Cost Unrealized