WHALEROCK POINT PARTNERS, LLC Diversified Active

CIK: 0001389709 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $492,525 (100.0% shares, 0.0% debt)

Holdings (185)

NVDA NVIDIA Corp 12.5%
Value ($000) $61,374 Shares 328,940 Est. Cost $93.26 Unrealized +86.9%
AAPL Apple Inc 7.5%
Value ($000) $37,167 Shares 145,965 Est. Cost $111.52 Unrealized +102.3%
MSFT Microsoft Corp 6.0%
Value ($000) $29,494 Shares 56,943 Est. Cost $208.47 Unrealized +144.0%
GOOGL Alphabet Inc class A 5.8%
Value ($000) $28,577 Shares 117,553 Est. Cost $111.72 Unrealized +87.3%
V Visa Inc 3.6%
Value ($000) $17,830 Shares 52,229 Est. Cost $184.63 Unrealized +86.9%
AMZN Amazon.com Inc 3.5%
Value ($000) $17,029 Shares 77,554 Est. Cost $137.07 Unrealized +65.1%
JPM JPMorgan Chase & Co 3.3%
Value ($000) $16,341 Shares 51,804 Est. Cost $148.39 Unrealized +99.4%
META Meta Platforms Inc. Class A 2.6%
Value ($000) $12,678 Shares 17,264 Est. Cost $365.65 Unrealized +103.3%
COST Costco Wholesale Corp 2.4%
Value ($000) $11,985 Shares 12,948 Est. Cost $346.84 Unrealized +175.8%
BRK/B Berkshire Hathaway Inc 2.2%
Value ($000) $10,845 Shares 21,571 Est. Cost $225.82 Unrealized +114.5%
IVV iShares Core S&P 500 ETF 2.1%
Value ($000) $10,583 Shares 15,812 Est. Cost $427.64 Unrealized
MA Mastercard Inc 1.8%
Value ($000) $8,732 Shares 15,351 Est. Cost $344.03 Unrealized +66.7%
HD Home Depot Inc/The 1.5%
Value ($000) $7,616 Shares 18,797 Est. Cost $247.90 Unrealized +57.0%
PANW Palo Alto Networks Inc 1.5%
Value ($000) $7,349 Shares 36,093 Est. Cost $169.43 Unrealized +13.0%
PEP PepsiCo Inc 1.5%
Value ($000) $7,190 Shares 51,196 Est. Cost $123.05 Unrealized +14.1%
TJX TJX Cos Inc/The 1.4%
Value ($000) $7,054 Shares 48,801 Est. Cost $68.05 Unrealized +94.4%
RTX RTX Corp 1.4%
Value ($000) $6,837 Shares 40,859 Est. Cost $71.76 Unrealized +115.0%
TMO Thermo Fisher Scientific Inc 1.4%
Value ($000) $6,663 Shares 13,738 Est. Cost $421.08 Unrealized +10.4%
BAC Bank of America Corp 1.3%
Value ($000) $6,577 Shares 127,481 Est. Cost $25.03 Unrealized +93.1%
MCD McDonald's Corp 1.2%
Value ($000) $6,147 Shares 20,228 Est. Cost $196.83 Unrealized +53.1%
XOM Exxon Mobil Corp 1.2%
Value ($000) $5,965 Shares 52,906 Est. Cost $62.44 Unrealized +75.7%
JNJ Johnson & Johnson 1.1%
Value ($000) $5,554 Shares 29,955 Est. Cost $126.67 Unrealized +33.8%
UNP Union Pacific Corp 1.1%
Value ($000) $5,218 Shares 22,075 Est. Cost $173.96 Unrealized +28.3%
VOO Vanguard S&P 500 ETF 1.1%
Value ($000) $5,205 Shares 8,499 Est. Cost $318.24 Unrealized
CAT Caterpillar Inc 1.0%
Value ($000) $4,854 Shares 10,172 Est. Cost $146.61 Unrealized +190.2%
CRM salesforce.com Inc 0.9%
Value ($000) $4,517 Shares 19,060 Est. Cost $234.88 Unrealized +7.0%
LMT Lockheed Martin Corp 0.9%
Value ($000) $4,272 Shares 8,558 Est. Cost $344.94 Unrealized +29.9%
GOOG Alphabet Inc class C 0.8%
Value ($000) $4,118 Shares 16,910 Est. Cost $114.40 Unrealized +83.5%
CVX Chevron Corp 0.8%
Value ($000) $4,017 Shares 25,866 Est. Cost $109.43 Unrealized +39.2%
UNH UnitedHealth Group Inc 0.8%
Value ($000) $3,775 Shares 10,933 Est. Cost $347.12 Unrealized -13.9%
ADP Automatic Data Processing Inc 0.7%
Value ($000) $3,655 Shares 12,453 Est. Cost $135.26 Unrealized +120.2%
MDY SPDR S&P MidCap 400 ETF Trust 0.7%
Value ($000) $3,365 Shares 5,645 Est. Cost $393.20 Unrealized
DIS Walt Disney Co/The 0.7%
Value ($000) $3,270 Shares 28,561 Est. Cost $134.72 Unrealized -13.2%
PG Procter & Gamble Co/The 0.7%
Value ($000) $3,267 Shares 21,260 Est. Cost $124.89 Unrealized +24.0%
NEE NextEra Energy Inc 0.7%
Value ($000) $3,224 Shares 42,709 Est. Cost $66.75 Unrealized +8.2%
AEP American Electric Power Co Inc 0.6%
Value ($000) $3,095 Shares 27,511 Est. Cost $72.42 Unrealized +49.4%
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $3,080 Shares 29,883 Est. Cost $52.15 Unrealized +90.3%
AVGO Broadcom Ltd 0.6%
Value ($000) $3,017 Shares 9,145 Est. Cost $169.51 Unrealized +80.4%
ABBV AbbVie Inc 0.6%
Value ($000) $2,764 Shares 11,939 Est. Cost $99.06 Unrealized +103.9%
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $2,535 Shares 3,806 Est. Cost $10884.85 Unrealized
BX Blackstone Group Inc 0.5%
Value ($000) $2,359 Shares 13,807 Est. Cost $134.15 Unrealized +26.3%
DE Deere & Co 0.5%
Value ($000) $2,353 Shares 5,146 Est. Cost $207.48 Unrealized +136.0%
TGT Target Corp 0.5%
Value ($000) $2,219 Shares 24,735 Est. Cost $129.82 Unrealized -25.5%
LLY Eli Lilly & Co 0.4%
Value ($000) $2,106 Shares 2,760 Est. Cost $465.96 Unrealized +59.3%
FTEC Fidelity MSCI Information Tech 0.4%
Value ($000) $2,098 Shares 9,445 Est. Cost $99.94 Unrealized
XLK Technology Select Sector SPDR 0.4%
Value ($000) $1,959 Shares 6,950 Est. Cost $15108.82 Unrealized
CSCO Cisco Systems Inc 0.4%
Value ($000) $1,942 Shares 28,389 Est. Cost $43.56 Unrealized +54.7%
PRU Prudential Financial Inc 0.4%
Value ($000) $1,929 Shares 18,592 Est. Cost $84.39 Unrealized +22.3%
ORLY O'Reilly Automotive Inc 0.4%
Value ($000) $1,903 Shares 17,655 Est. Cost $87.46 Unrealized +14.9%
PM Philip Morris International In 0.4%
Value ($000) $1,845 Shares 11,376 Est. Cost $75.59 Unrealized +118.5%
DGRO iShares Core Dividend Growth E 0.4%
Value ($000) $1,806 Shares 26,531 Est. Cost $1780.00 Unrealized
GS Goldman Sachs Group Inc/The 0.3%
Value ($000) $1,630 Shares 2,046 Est. Cost $414.62 Unrealized +77.2%
GE GE Aerospace Co 0.3%
Value ($000) $1,504 Shares 4,998 Est. Cost $169.23 Unrealized +61.1%
GLD SPDR Gold Shares 0.3%
Value ($000) $1,483 Shares 4,171 Est. Cost $289.29 Unrealized
TXN Texas Instruments Inc 0.3%
Value ($000) $1,463 Shares 7,962 Est. Cost $153.21 Unrealized +26.2%
MRK Merck & Co Inc 0.3%
Value ($000) $1,436 Shares 17,115 Est. Cost $66.75 Unrealized +21.4%
SPSM SPDR Portfolio S&P 600 Small C 0.3%
Value ($000) $1,412 Shares 30,488 Est. Cost $38.84 Unrealized
ANET Arista Networks Inc 0.3%
Value ($000) $1,386 Shares 9,515 Est. Cost $102.84 Unrealized +25.2%
HON Honeywell International Inc 0.3%
Value ($000) $1,365 Shares 6,485 Est. Cost $165.71 Unrealized +25.0%
DUK Duke Energy Corp 0.3%
Value ($000) $1,293 Shares 10,447 Est. Cost $82.20 Unrealized +45.7%
TSM Taiwan Semiconductor Manufactu 0.3%
Value ($000) $1,266 Shares 4,533 Est. Cost $4646.46 Unrealized
VZ Verizon Communications Inc 0.3%
Value ($000) $1,256 Shares 28,582 Est. Cost $42.81 Unrealized -0.8%
TSLA Tesla Inc 0.2%
Value ($000) $1,222 Shares 2,748 Est. Cost $227.12 Unrealized +52.7%
VTI Vanguard Total Stock Market ET 0.2%
Value ($000) $1,105 Shares 3,368 Est. Cost $10563.66 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $1,076 Shares 5,428 Est. Cost $240.23 Unrealized -17.4%
BA Boeing Co/The 0.2%
Value ($000) $1,065 Shares 4,933 Est. Cost $191.28 Unrealized +17.9%
XLC Communication Services Sector 0.2%
Value ($000) $1,031 Shares 8,707 Est. Cost $28822.11 Unrealized
QQQ Invesco QQQ Trust Srs 1 0.2%
Value ($000) $1,018 Shares 1,696 Est. Cost $279.43 Unrealized
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,014 Shares 18,986 Est. Cost $51.27 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $1,003 Shares 7,489 Est. Cost $95.01 Unrealized +37.5%
INTU Intuit Inc 0.2%
Value ($000) $994 Shares 1,456 Est. Cost $368.87 Unrealized +95.0%
PFE Pfizer Inc 0.2%
Value ($000) $943 Shares 37,026 Est. Cost $29.63 Unrealized -18.5%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $910 Shares 9,750 Est. Cost $72.25 Unrealized
MPC Marathon Petroleum Corp 0.2%
Value ($000) $910 Shares 4,722 Est. Cost $38.00 Unrealized +359.1%
PNW Pinnacle West Capital Corp 0.2%
Value ($000) $897 Shares 10,008 Est. Cost $65.97 Unrealized +34.6%
IUSG iShares Core S&P U.S. Growth E 0.2%
Value ($000) $874 Shares 5,309 Est. Cost $98.62 Unrealized
CMCSA Comcast Corp 0.2%
Value ($000) $873 Shares 27,781 Est. Cost $40.23 Unrealized -17.6%
ORCL Oracle Corp 0.2%
Value ($000) $832 Shares 2,957 Est. Cost $97.38 Unrealized +161.0%
XLV Health Care Select Sector SPDR 0.2%
Value ($000) $826 Shares 5,933 Est. Cost $32486.67 Unrealized
NVR NVR Inc 0.2%
Value ($000) $803 Shares 100 Est. Cost $3559.16 Unrealized +123.4%
BRK/A Berkshire Hathaway Inc 0.2%
Value ($000) $754 Shares 1 Est. Cost $306872.40 Unrealized +136.9%
EXR Extra Space Storage Inc 0.2%
Value ($000) $739 Shares 5,244 Est. Cost $113.46 Unrealized +23.9%
TREX Trex Co Inc 0.1%
Value ($000) $681 Shares 13,175 Est. Cost $72.92 Unrealized -16.5%
LOW Lowe's Cos Inc 0.1%
Value ($000) $674 Shares 2,680 Est. Cost $155.50 Unrealized +57.0%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $669 Shares 4,136 Est. Cost $117.55 Unrealized +37.3%
ETN Eaton Corp PLC 0.1%
Value ($000) $650 Shares 1,737 Est. Cost $203.70 Unrealized +78.3%
WFC Wells Fargo & Co 0.1%
Value ($000) $645 Shares 7,693 Est. Cost $50.61 Unrealized +59.0%
IBM International Business Machine 0.1%
Value ($000) $626 Shares 2,218 Est. Cost $132.28 Unrealized +96.2%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $623 Shares 9,554 Est. Cost $83.15 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $615 Shares 513 Est. Cost $73.75 Unrealized +65.5%
MO Altria Group Inc 0.1%
Value ($000) $608 Shares 9,202 Est. Cost $40.42 Unrealized +51.9%
PSX Phillips 66 0.1%
Value ($000) $601 Shares 4,420 Est. Cost $69.09 Unrealized +82.9%
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $586 Shares 4,158 Est. Cost $90.19 Unrealized
XLY Consumer Discretionary Select 0.1%
Value ($000) $586 Shares 2,444 Est. Cost $92112.91 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $570 Shares 2,356 Est. Cost $3100.62 Unrealized
IAU iShares Gold Trust 0.1%
Value ($000) $568 Shares 7,811 Est. Cost $58.96 Unrealized
KO Coca-Cola Co/The 0.1%
Value ($000) $564 Shares 8,497 Est. Cost $48.88 Unrealized +38.9%
BN Brookfield Corporation 0.1%
Value ($000) $562 Shares 8,196 Est. Cost $33.54 Unrealized +31.8%
EL Estee Lauder Cos Inc/The 0.1%
Value ($000) $558 Shares 6,332 Est. Cost $201.74 Unrealized -56.1%
CMI Cummins Inc 0.1%
Value ($000) $556 Shares 1,316 Est. Cost $185.78 Unrealized +104.9%
BLK BlackRock Inc 0.1%
Value ($000) $533 Shares 457 Est. Cost $929.89 Unrealized +19.2%
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $527 Shares 4,437 Est. Cost $98.92 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $518 Shares 4,926 Est. Cost $120.97 Unrealized -9.1%
SCZ iShares MSCI EAFE Small-Cap ET 0.1%
Value ($000) $514 Shares 6,700 Est. Cost $67.71 Unrealized
SPOT Spotify Technology SA 0.1%
Value ($000) $513 Shares 735 Est. Cost $428.22 Unrealized +63.3%
EPD Enterprise Products Partners L 0.1%
Value ($000) $505 Shares 16,148 Est. Cost $20.51 Unrealized
TSLX Sixth Street Specialty Lending 0.1%
Value ($000) $497 Shares 21,729 Est. Cost $22.92 Unrealized +4.9%
YUM Yum! Brands Inc 0.1%
Value ($000) $485 Shares 3,194 Est. Cost $92.36 Unrealized +58.2%
FHLC Fidelity MSCI Health Care Inde 0.1%
Value ($000) $484 Shares 7,231 Est. Cost $56.92 Unrealized
FIDU Fidelity MSCI Industrials Inde 0.1%
Value ($000) $483 Shares 5,890 Est. Cost $46.58 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $479 Shares 6,355 Est. Cost $61.32 Unrealized +10.6%
EBC Eastern Bankshares Inc 0.1%
Value ($000) $476 Shares 26,247 Est. Cost $12.41 Unrealized +31.3%
WELL Welltower Inc 0.1%
Value ($000) $470 Shares 2,638 Est. Cost $60.98 Unrealized +168.0%
TRV Travelers Cos Inc/The 0.1%
Value ($000) $469 Shares 1,678 Est. Cost $114.26 Unrealized +132.7%
VEU Vanguard FTSE All-World ex-US 0.1%
Value ($000) $455 Shares 6,375 Est. Cost $57.06 Unrealized
MAR Marriott International Inc/MD 0.1%
Value ($000) $448 Shares 1,720 Est. Cost $111.26 Unrealized +140.4%
PNC PNC Financial Services Group I 0.1%
Value ($000) $428 Shares 2,129 Est. Cost $104.80 Unrealized +86.8%
AMT American Tower Corp 0.1%
Value ($000) $411 Shares 2,138 Est. Cost $187.42 Unrealized +9.1%
MU Micron Technology Inc 0.1%
Value ($000) $402 Shares 2,401 Est. Cost $93.22 Unrealized +37.1%
APH Amphenol Corp 0.1%
Value ($000) $399 Shares 3,228 Est. Cost $62.23 Unrealized +75.8%
AMGN Amgen Inc 0.1%
Value ($000) $397 Shares 1,406 Est. Cost $183.19 Unrealized +56.4%
QUAL iShares MSCI USA Quality Facto 0.1%
Value ($000) $384 Shares 1,975 Est. Cost $134.87 Unrealized
GEV GE Vernova Inc 0.1%
Value ($000) $380 Shares 618 Est. Cost $605.52 Unrealized 0.0%
FDIS Fidelity MSCI Consumer Discret 0.1%
Value ($000) $378 Shares 3,679 Est. Cost $69.37 Unrealized
SOXX iShares PHLX Semiconductor ETF 0.1%
Value ($000) $378 Shares 1,395 Est. Cost $342.65 Unrealized
RACE Ferrari NV 0.1%
Value ($000) $376 Shares 775 Est. Cost $479.13 Unrealized 0.0%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $373 Shares 5,561 Est. Cost $193.65 Unrealized -63.7%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $369 Shares 1,255 Est. Cost $203.81 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $366 Shares 2,097 Est. Cost $119.31 Unrealized
ADBE Adobe Systems Inc 0.1%
Value ($000) $365 Shares 1,036 Est. Cost $439.94 Unrealized -18.5%
AER AerCap Holdings NV 0.1%
Value ($000) $363 Shares 3,000 Est. Cost $65.01 Unrealized +79.4%
COP ConocoPhillips 0.1%
Value ($000) $363 Shares 3,836 Est. Cost $92.74 Unrealized +0.6%
RSG Republic Services Inc 0.1%
Value ($000) $361 Shares 1,571 Est. Cost $123.31 Unrealized +89.2%
ROST Ross Stores Inc 0.1%
Value ($000) $359 Shares 2,357 Est. Cost $145.34 Unrealized -2.2%
AZO AutoZone Inc 0.1%
Value ($000) $356 Shares 83 Est. Cost $2416.82 Unrealized +66.0%
ESGU iShares MSCI USA ESG Aware ETF 0.1%
Value ($000) $336 Shares 2,306 Est. Cost $79.46 Unrealized
SPG Simon Property Group Inc 0.1%
Value ($000) $333 Shares 1,776 Est. Cost $93.50 Unrealized +80.8%
EMR Emerson Electric Co 0.1%
Value ($000) $332 Shares 2,528 Est. Cost $123.51 Unrealized +9.7%
ARES Ares Management Corp 0.1%
Value ($000) $320 Shares 2,000 Est. Cost $94.74 Unrealized +88.2%
BDX Becton Dickinson and Co 0.1%
Value ($000) $319 Shares 1,707 Est. Cost $198.67 Unrealized -7.4%
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $319 Shares 2,646 Est. Cost $84.44 Unrealized
PSA Public Storage 0.1%
Value ($000) $319 Shares 1,105 Est. Cost $179.23 Unrealized +57.1%
XLP Consumer Staples Select Sector 0.1%
Value ($000) $313 Shares 4,000 Est. Cost $12373.01 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $308 Shares 2,756 Est. Cost $70.52 Unrealized +47.7%
INDB Independent Bank Corp/Rockland 0.1%
Value ($000) $307 Shares 4,436 Est. Cost $66.90 Unrealized 0.0%
SBUX Starbucks Corp 0.1%
Value ($000) $304 Shares 3,597 Est. Cost $82.25 Unrealized +7.7%
FAST Fastenal Co 0.1%
Value ($000) $304 Shares 6,190 Est. Cost $36.52 Unrealized +28.6%
QCOM QUALCOMM Inc 0.1%
Value ($000) $303 Shares 1,821 Est. Cost $177.73 Unrealized -11.6%
SCHW Charles Schwab Corp/The 0.1%
Value ($000) $302 Shares 3,166 Est. Cost $56.12 Unrealized +68.5%
CEG Constellation Energy Corporati 0.1%
Value ($000) $296 Shares 901 Est. Cost $322.17 Unrealized 0.0%
NVS Novartis AG 0.1%
Value ($000) $294 Shares 2,290 Est. Cost $91.19 Unrealized
ET Energy Transfer Equity LP 0.1%
Value ($000) $290 Shares 16,900 Est. Cost $7.71 Unrealized
LIN Linde PLC 0.1%
Value ($000) $288 Shares 607 Est. Cost $352.90 Unrealized +33.4%
MMM 3M Co 0.1%
Value ($000) $281 Shares 1,808 Est. Cost $119.83 Unrealized +27.8%
SYK Stryker Corp 0.1%
Value ($000) $275 Shares 743 Est. Cost $340.46 Unrealized +12.9%
XLRE Real Estate Select Sector SPDR 0.1%
Value ($000) $270 Shares 6,400 Est. Cost $36.50 Unrealized
FNCL Fidelity MSCI Financials Index 0.1%
Value ($000) $266 Shares 3,479 Est. Cost $59.40 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $264 Shares 5,846 Est. Cost $49.32 Unrealized -7.7%
CME CME Group Inc 0.1%
Value ($000) $263 Shares 972 Est. Cost $196.43 Unrealized +37.4%
ECL Ecolab Inc 0.1%
Value ($000) $259 Shares 944 Est. Cost $241.07 Unrealized +12.1%
COIN Coinbase Global Inc - Class A 0.1%
Value ($000) $258 Shares 765 Est. Cost $233.78 Unrealized +45.0%
CLX Clorox Co/The 0.1%
Value ($000) $253 Shares 2,055 Est. Cost $122.24 Unrealized 0.0%
BKNG Booking Holdings Inc 0.0%
Value ($000) $243 Shares 45 Est. Cost $4764.13 Unrealized +16.8%
WMB Williams Cos Inc/The 0.0%
Value ($000) $234 Shares 3,701 Est. Cost $51.72 Unrealized +11.8%
WM Waste Management Inc 0.0%
Value ($000) $231 Shares 1,048 Est. Cost $194.39 Unrealized +15.1%
CL Colgate-Palmolive Co 0.0%
Value ($000) $231 Shares 2,891 Est. Cost $72.15 Unrealized +17.3%
XLU Utilities Select Sector SPDR F 0.0%
Value ($000) $231 Shares 2,650 Est. Cost $80.78 Unrealized
Royal Caribbean Cruises Ltd 0.0%
Value ($000) $229 Shares 709 Est. Cost $313.14 Unrealized
DASH DoorDash Inc - A 0.0%
Value ($000) $226 Shares 832 Est. Cost $200.58 Unrealized +25.1%
MS Morgan Stanley 0.0%
Value ($000) $224 Shares 1,410 Est. Cost $146.45 Unrealized 0.0%
VGT Vanguard Information Technolog 0.0%
Value ($000) $223 Shares 299 Est. Cost $746.63 Unrealized
ELV Elevance Health Inc 0.0%
Value ($000) $220 Shares 682 Est. Cost $281.76 Unrealized +9.4%
ABNB AirBnB Inc - Class A 0.0%
Value ($000) $219 Shares 1,806 Est. Cost $114.74 Unrealized +12.7%
IAI iShares US BD&Securities Excha 0.0%
Value ($000) $217 Shares 1,227 Est. Cost $169.14 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $216 Shares 235 Est. Cost $188.66 Unrealized -1.0%
HDV iShares Core High Dividend ETF 0.0%
Value ($000) $215 Shares 1,756 Est. Cost $121.12 Unrealized
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $214 Shares 6,400 Est. Cost $33.37 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $209 Shares 4,931 Est. Cost $42.37 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $206 Shares 1,005 Est. Cost $180.78 Unrealized 0.0%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $205 Shares 1,330 Est. Cost $154.23 Unrealized
LEN/B Lennar Corp 0.0%
Value ($000) $204 Shares 1,700 Est. Cost $117.42 Unrealized 0.0%
SYY Sysco Corp 0.0%
Value ($000) $203 Shares 2,462 Est. Cost $78.85 Unrealized 0.0%
TD Toronto-Dominion Bank/The 0.0%
Value ($000) $202 Shares 2,525 Est. Cost $75.06 Unrealized 0.0%
NKE NIKE Inc 0.0%
Value ($000) $201 Shares 2,880 Est. Cost $110.06 Unrealized -33.0%
MMTIF Micromem Technologies Inc 0.0%
Value ($000) $4 Shares 90,000 Est. Cost $0.05 Unrealized -10.3%