Cornerstone National Bank & Trust Co Diversified Active

Location: Palatine, IL

CIK: 0002104293 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 29, 2026

Total Value: $251M (100.0% shares, 0.0% debt)

Holdings (199)

VTIP VANGUARD MALVERN FDS 13.4%
Value $33.56M Shares 678,525 Est. Cost $49.82 Unrealized
VTI VANGUARD INDEX FDS 9.5%
Value $23.81M Shares 71,029 Est. Cost $199.43 Unrealized
SKOR FLEXSHARES TR 7.7%
Value $19.37M Shares 394,340 Est. Cost $53.94 Unrealized
SJNK SPDR SERIES TRUST 6.3%
Value $15.74M Shares 621,530 Est. Cost $25.16 Unrealized
MBSD FLEXSHARES TR 5.6%
Value $14.01M Shares 674,362 Est. Cost $23.51 Unrealized
TLTE FLEXSHARES TR 5.6%
Value $13.94M Shares 218,336 Est. Cost $53.67 Unrealized
TLTD FLEXSHARES TR 4.2%
Value $10.43M Shares 112,460 Est. Cost $69.49 Unrealized
VB VANGUARD INDEX FDS 3.8%
Value $9.607M Shares 37,242 Est. Cost $193.14 Unrealized
GOVT ISHARES TR 3.6%
Value $8.905M Shares 386,770 Est. Cost $24.74 Unrealized
NFRA FLEXSHARES TR 3.0%
Value $7.449M Shares 123,110 Est. Cost $53.94 Unrealized
GUNR FLEXSHARES TR 2.3%
Value $5.642M Shares 123,053 Est. Cost $36.56 Unrealized
LKOR FLEXSHARES TR 2.0%
Value $5.055M Shares 119,074 Est. Cost $57.20 Unrealized
GQRE FLEXSHARES TR 1.9%
Value $4.764M Shares 80,943 Est. Cost $58.97 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 1.5%
Value $3.691M Shares 48,659 Est. Cost $76.31 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value $3.521M Shares 18,877 Est. Cost $97.36 Unrealized +91.2%
AAPL APPLE INC 1.2%
Value $3.09M Shares 11,367 Est. Cost $166.61 Unrealized +61.1%
XLK SELECT SECTOR SPDR TR 1.2%
Value $3.063M Shares 21,272 Est. Cost $150.08 Unrealized
MSFT MICROSOFT CORP 1.1%
Value $2.777M Shares 5,742 Est. Cost $238.56 Unrealized +109.8%
ADI ANALOG DEVICES INC 1.0%
Value $2.574M Shares 9,492 Est. Cost $151.67 Unrealized +65.2%
CSCO CISCO SYS INC 1.0%
Value $2.414M Shares 31,342 Est. Cost $46.86 Unrealized +57.5%
JPM JPMORGAN CHASE & CO. 1.0%
Value $2.39M Shares 7,416 Est. Cost $112.53 Unrealized +175.1%
ORCL ORACLE CORP 0.9%
Value $2.364M Shares 12,128 Est. Cost $66.59 Unrealized +257.5%
TJX TJX COS INC NEW 0.9%
Value $2.288M Shares 14,893 Est. Cost $62.64 Unrealized +135.8%
XLC SELECT SECTOR SPDR TR 0.9%
Value $2.147M Shares 18,236 Est. Cost $60.45 Unrealized
TDTT FLEXSHARES TR 0.8%
Value $2.094M Shares 87,037 Est. Cost $25.28 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.8%
Value $2.086M Shares 32,735 Est. Cost $57.89 Unrealized +6.0%
AMZN AMAZON COM INC 0.8%
Value $1.9M Shares 8,233 Est. Cost $136.37 Unrealized +67.8%
DIS DISNEY WALT CO 0.7%
Value $1.744M Shares 15,328 Est. Cost $112.19 Unrealized -2.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value $1.722M Shares 10,635 Est. Cost $100.62 Unrealized +55.2%
JCI JOHNSON CTLS INTL PLC 0.7%
Value $1.695M Shares 14,157 Est. Cost $47.27 Unrealized +142.9%
CRM SALESFORCE INC 0.7%
Value $1.672M Shares 6,312 Est. Cost $206.53 Unrealized +20.2%
RTX RTX CORPORATION 0.6%
Value $1.624M Shares 8,854 Est. Cost $125.37 Unrealized +38.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.62M Shares 3,222 Est. Cost $238.07 Unrealized +109.0%
ACN ACCENTURE PLC IRELAND 0.6%
Value $1.603M Shares 5,973 Est. Cost $233.41 Unrealized +8.8%
ABT ABBOTT LABS 0.6%
Value $1.598M Shares 12,756 Est. Cost $96.93 Unrealized +31.3%
BX BLACKSTONE INC 0.6%
Value $1.579M Shares 10,241 Est. Cost $118.59 Unrealized +27.7%
LOW LOWES COS INC 0.6%
Value $1.479M Shares 6,132 Est. Cost $149.62 Unrealized +60.3%
GD GENERAL DYNAMICS CORP 0.6%
Value $1.445M Shares 4,293 Est. Cost $178.03 Unrealized +91.5%
V VISA INC 0.5%
Value $1.341M Shares 3,824 Est. Cost $202.53 Unrealized +68.1%
KO COCA COLA CO 0.5%
Value $1.229M Shares 17,579 Est. Cost $46.18 Unrealized +50.3%
XLY SELECT SECTOR SPDR TR 0.4%
Value $1.126M Shares 9,428 Est. Cost $133.27 Unrealized
XLB SELECT SECTOR SPDR TR 0.4%
Value $1.122M Shares 24,750 Est. Cost $56.80 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value $1.089M Shares 7,037 Est. Cost $151.58 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value $1.085M Shares 7,572 Est. Cost $126.01 Unrealized +16.8%
CVX CHEVRON CORP NEW 0.4%
Value $1.034M Shares 6,785 Est. Cost $105.50 Unrealized +43.5%
CEG CONSTELLATION ENERGY CORP 0.4%
Value $1.02M Shares 2,886 Est. Cost $55.35 Unrealized +556.2%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value $910K Shares 5,117 Est. Cost $34.33 Unrealized +427.4%
XOM EXXON MOBIL CORP 0.4%
Value $888K Shares 7,377 Est. Cost $57.17 Unrealized +102.0%
XLU SELECT SECTOR SPDR TR 0.3%
Value $771K Shares 18,064 Est. Cost $54.28 Unrealized
IVV ISHARES TR 0.3%
Value $688K Shares 1,005 Est. Cost $476.88 Unrealized
VOX VANGUARD WORLD FD 0.3%
Value $673K Shares 3,474 Est. Cost $193.63 Unrealized
GLD SPDR GOLD TR 0.2%
Value $620K Shares 1,565 Est. Cost $181.58 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value $608K Shares 2,111 Est. Cost $287.85 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value $606K Shares 15,027 Est. Cost $40.20 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value $573K Shares 665 Est. Cost $950.53 Unrealized -4.7%
EXC EXELON CORP 0.2%
Value $561K Shares 12,860 Est. Cost $23.85 Unrealized +90.6%
CMCSA COMCAST CORP NEW 0.2%
Value $536K Shares 17,936 Est. Cost $36.84 Unrealized -22.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value $409K Shares 4,545 Est. Cost $119.40 Unrealized -20.8%
XLI SELECT SECTOR SPDR TR 0.2%
Value $406K Shares 2,620 Est. Cost $155.12 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $332K Shares 7,432 Est. Cost $44.71 Unrealized
SLB SLB LIMITED 0.1%
Value $302K Shares 7,880 Est. Cost $48.38 Unrealized -25.5%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $256K Shares 3,000 Est. Cost $80.23 Unrealized +2.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value $254K Shares 372 Est. Cost $544.22 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $252K Shares 4,760 Est. Cost $65.87 Unrealized -15.7%
RIOT RIOT PLATFORMS INC 0.1%
Value $226K Shares 17,835 Est. Cost $16.38 Unrealized +4.4%
VUG VANGUARD INDEX FDS 0.1%
Value $216K Shares 442 Est. Cost $344.20 Unrealized
WTFC WINTRUST FINL CORP 0.1%
Value $210K Shares 1,500 Est. Cost $104.28 Unrealized +27.5%
VOE VANGUARD INDEX FDS 0.1%
Value $201K Shares 1,133 Est. Cost $167.67 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $200K Shares 811 Est. Cost $237.29 Unrealized +4.3%
LLY ELI LILLY & CO 0.1%
Value $187K Shares 174 Est. Cost $832.62 Unrealized +14.8%
ABBV ABBVIE INC 0.1%
Value $149K Shares 650 Est. Cost $178.69 Unrealized +27.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $146K Shares 2,717 Est. Cost $47.85 Unrealized
TSLA TESLA INC 0.1%
Value $145K Shares 322 Est. Cost $326.68 Unrealized +35.7%
QALT SEI EXCHANGE TRADED FUNDS 0.1%
Value $142K Shares 5,696 Est. Cost $25.39 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $142K Shares 231 Est. Cost $488.07 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $133K Shares 607 Est. Cost $204.67 Unrealized +3.9%
GOOG ALPHABET INC 0.1%
Value $129K Shares 410 Est. Cost $182.64 Unrealized +56.8%
FITB FIFTH THIRD BANCORP 0.0%
Value $118K Shares 2,515 Est. Cost $40.69 Unrealized +7.3%
EFA ISHARES TR 0.0%
Value $114K Shares 1,186 Est. Cost $83.63 Unrealized
MRK MERCK & CO INC 0.0%
Value $105K Shares 1,000 Est. Cost $112.96 Unrealized -17.5%
GOOGL ALPHABET INC 0.0%
Value $87,640 Shares 280 Est. Cost $166.73 Unrealized +71.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $75,384 Shares 352 Est. Cost $134.23 Unrealized +67.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $69,570 Shares 375 Est. Cost $216.92 Unrealized -14.1%
BAX BAXTER INTL INC 0.0%
Value $68,968 Shares 3,609 Est. Cost $34.72 Unrealized -42.4%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $67,276 Shares 1,355 Est. Cost $57.44 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value $66,576 Shares 5,700 Est. Cost $10.01 Unrealized +31.2%
CASY CASEYS GEN STORES INC 0.0%
Value $66,325 Shares 120 Est. Cost $393.58 Unrealized +39.6%
MPC MARATHON PETE CORP 0.0%
Value $65,052 Shares 400 Est. Cost $163.95 Unrealized +13.7%
IVE ISHARES TR 0.0%
Value $64,681 Shares 305 Est. Cost $197.17 Unrealized
OPCH OPTION CARE HEALTH INC 0.0%
Value $63,720 Shares 2,000 Est. Cost $28.96 Unrealized +1.4%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $61,538 Shares 280 Est. Cost $198.06 Unrealized
IWM ISHARES TR 0.0%
Value $60,555 Shares 246 Est. Cost $204.45 Unrealized
DVY ISHARES TR 0.0%
Value $59,279 Shares 420 Est. Cost $135.07 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value $58,890 Shares 6,500 Est. Cost $8.77 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $58,414 Shares 29 Est. Cost $1882.53 Unrealized +11.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value $57,081 Shares 487 Est. Cost $110.86 Unrealized +9.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value $56,873 Shares 1,137 Est. Cost $74.52 Unrealized -33.2%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $55,314 Shares 118 Est. Cost $284.07 Unrealized +79.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $53,940 Shares 1,000 Est. Cost $43.65 Unrealized +8.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $53,587 Shares 562 Est. Cost $78.83 Unrealized +24.4%
BP BP PLC 0.0%
Value $52,998 Shares 1,526 Est. Cost $33.79 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $52,360 Shares 2,000 Est. Cost $13.19 Unrealized +111.3%
TNXP TONIX PHARMACEUTICALS HLDG C 0.0%
Value $52,015 Shares 3,330 Est. Cost $20.29 Unrealized -9.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value $50,445 Shares 500 Est. Cost $134.19 Unrealized -19.2%
INTC INTEL CORP 0.0%
Value $48,893 Shares 1,325 Est. Cost $24.89 Unrealized +51.7%
IWF ISHARES TR 0.0%
Value $47,803 Shares 101 Est. Cost $175.92 Unrealized
AVGO BROADCOM INC 0.0%
Value $43,955 Shares 127 Est. Cost $158.01 Unrealized +125.9%
ET ENERGY TRANSFER L P 0.0%
Value $39,675 Shares 2,406 Est. Cost $17.35 Unrealized
SII SPROTT INC 0.0%
Value $39,168 Shares 400 Est. Cost $41.37 Unrealized +114.3%
F FORD MTR CO 0.0%
Value $38,363 Shares 2,924 Est. Cost $10.44 Unrealized +22.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $37,997 Shares 187 Est. Cost $142.34 Unrealized +30.4%
INTU INTUIT 0.0%
Value $37,758 Shares 57 Est. Cost $632.98 Unrealized +4.4%
PFE PFIZER INC 0.0%
Value $37,350 Shares 1,500 Est. Cost $26.68 Unrealized -6.2%
MA MASTERCARD INCORPORATED 0.0%
Value $35,965 Shares 63 Est. Cost $467.89 Unrealized +19.5%
OKLO OKLO INC 0.0%
Value $35,880 Shares 500 Est. Cost $78.30 Unrealized +42.4%
IDXX IDEXX LABS INC 0.0%
Value $33,827 Shares 50 Est. Cost $485.80 Unrealized +40.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $33,384 Shares 129 Est. Cost $278.61 Unrealized -5.2%
SCHA SCHWAB STRATEGIC TR 0.0%
Value $33,322 Shares 1,170 Est. Cost $38.68 Unrealized
PSX PHILLIPS 66 0.0%
Value $32,260 Shares 250 Est. Cost $128.40 Unrealized +4.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $32,060 Shares 1,000 Est. Cost $29.11 Unrealized
PFF ISHARES TR 0.0%
Value $30,960 Shares 1,000 Est. Cost $33.23 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $29,998 Shares 378 Est. Cost $57.99 Unrealized +35.7%
DE DEERE & CO 0.0%
Value $29,331 Shares 63 Est. Cost $375.50 Unrealized +24.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $28,959 Shares 711 Est. Cost $38.39 Unrealized +5.5%
PIMCO DYNAMIC INCOME STRATEG 0.0%
Value $28,170 Shares 1,500 Est. Cost $24.65 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value $28,060 Shares 1,000 Est. Cost $39.18 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $27,185 Shares 48 Est. Cost $465.56 Unrealized +14.4%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $26,677 Shares 459 Est. Cost $54.93 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $25,324 Shares 60 Est. Cost $263.91 Unrealized +66.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value $24,290 Shares 350 Est. Cost $42.88 Unrealized +45.6%
VHC VIRNETX HLDG CORP 0.0%
Value $20,028 Shares 1,200 Est. Cost $8.64 Unrealized +132.0%
CL COLGATE PALMOLIVE CO 0.0%
Value $19,913 Shares 252 Est. Cost $98.92 Unrealized -20.8%
CTAS CINTAS CORP 0.0%
Value $19,559 Shares 104 Est. Cost $190.88 Unrealized -1.4%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $19,043 Shares 135 Est. Cost $119.70 Unrealized
CB CHUBB LIMITED 0.0%
Value $18,415 Shares 59 Est. Cost $292.40 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value $17,010 Shares 202 Est. Cost $84.26 Unrealized -0.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value $16,407 Shares 399 Est. Cost $55.40 Unrealized -25.0%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value $15,860 Shares 200 Est. Cost $103.35 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $15,333 Shares 40 Est. Cost $410.72 Unrealized -2.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $14,896 Shares 95 Est. Cost $192.73 Unrealized -25.7%
JNJ JOHNSON & JOHNSON 0.0%
Value $14,073 Shares 68 Est. Cost $180.70 Unrealized +9.0%
MEI METHODE ELECTRS INC 0.0%
Value $14,050 Shares 2,116 Est. Cost $10.36 Unrealized -32.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $13,603 Shares 472 Est. Cost $10.46 Unrealized +123.4%
IWR ISHARES TR 0.0%
Value $13,574 Shares 141 Est. Cost $88.14 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $13,461 Shares 69 Est. Cost $192.80 Unrealized +1.2%
IJH ISHARES TR 0.0%
Value $13,200 Shares 200 Est. Cost $62.32 Unrealized
UMAC UNUSUAL MACHS INC 0.0%
Value $12,740 Shares 1,000 Est. Cost $11.73 Unrealized 0.0%
MBC MASTERBRAND INC 0.0%
Value $12,552 Shares 1,137 Est. Cost $16.30 Unrealized -28.2%
ABNB AIRBNB INC 0.0%
Value $12,351 Shares 91 Est. Cost $129.67 Unrealized -4.0%
IJR ISHARES TR 0.0%
Value $12,258 Shares 102 Est. Cost $116.96 Unrealized
SMH VANECK ETF TRUST 0.0%
Value $11,524 Shares 32 Est. Cost $245.44 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $10,356 Shares 129 Est. Cost $82.50 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value $10,275 Shares 50 Est. Cost $187.72 Unrealized 0.0%
UAN CVR PARTNERS LP 0.0%
Value $10,250 Shares 100 Est. Cost $67.13 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $10,196 Shares 654 Est. Cost $14.87 Unrealized
META META PLATFORMS INC 0.0%
Value $9,901 Shares 15 Est. Cost $667.32 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value $9,673 Shares 20 Est. Cost $476.18 Unrealized 0.0%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $9,554 Shares 61 Est. Cost $114.97 Unrealized
WMT WALMART INC 0.0%
Value $9,358 Shares 84 Est. Cost $72.48 Unrealized +47.9%
ARMP ARMATA PHARMACEUTICALS INC 0.0%
Value $8,968 Shares 1,428 Est. Cost $2.56 Unrealized +114.4%
MS MORGAN STANLEY 0.0%
Value $8,877 Shares 50 Est. Cost $146.45 Unrealized +13.7%
ADBE ADOBE INC 0.0%
Value $8,750 Shares 25 Est. Cost $548.46 Unrealized -38.0%
MCK MCKESSON CORP 0.0%
Value $8,203 Shares 10 Est. Cost $815.57 Unrealized 0.0%
RTO RENTOKIL INITIAL PLC 0.0%
Value $8,043 Shares 273 Est. Cost $29.46 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value $7,974 Shares 77 Est. Cost $96.95 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $7,871 Shares 92 Est. Cost $72.24 Unrealized +10.3%
ED CONSOLIDATED EDISON INC 0.0%
Value $7,449 Shares 75 Est. Cost $98.79 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.0%
Value $7,353 Shares 95 Est. Cost $102.17 Unrealized -21.4%
LNT ALLIANT ENERGY CORP 0.0%
Value $7,281 Shares 112 Est. Cost $66.83 Unrealized 0.0%
OSCR OSCAR HEALTH INC 0.0%
Value $7,185 Shares 500 Est. Cost $14.87 Unrealized +16.4%
SYK STRYKER CORPORATION 0.0%
Value $7,029 Shares 20 Est. Cost $340.46 Unrealized +6.8%
SYY SYSCO CORP 0.0%
Value $6,853 Shares 93 Est. Cost $75.50 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $6,843 Shares 12 Est. Cost $578.81 Unrealized 0.0%
GNL GLOBAL NET LEASE INC 0.0%
Value $6,734 Shares 783 Est. Cost $8.42 Unrealized
SO SOUTHERN CO 0.0%
Value $6,540 Shares 75 Est. Cost $90.89 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value $6,418 Shares 21 Est. Cost $305.09 Unrealized 0.0%
T AT&T INC 0.0%
Value $6,260 Shares 252 Est. Cost $25.29 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value $6,047 Shares 74 Est. Cost $70.40 Unrealized +27.9%
KR KROGER CO 0.0%
Value $5,936 Shares 95 Est. Cost $65.22 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value $5,934 Shares 28 Est. Cost $214.59 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.0%
Value $5,446 Shares 130 Est. Cost $58.72 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value $5,383 Shares 100 Est. Cost $57.06 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value $5,364 Shares 32 Est. Cost $172.31 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $5,282 Shares 16 Est. Cost $337.21 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value $5,156 Shares 9 Est. Cost $338.69 Unrealized +64.0%
PEP PEPSICO INC 0.0%
Value $4,736 Shares 33 Est. Cost $128.18 Unrealized +13.8%
PYPL PAYPAL HLDGS INC 0.0%
Value $4,670 Shares 80 Est. Cost $66.97 Unrealized -3.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $4,630 Shares 18 Est. Cost $253.49 Unrealized +4.5%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $4,568 Shares 35 Est. Cost $133.18 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value $3,644 Shares 51 Est. Cost $59.24 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $3,470 Shares 20 Est. Cost $170.73 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value $3,074 Shares 32 Est. Cost $97.14 Unrealized 0.0%
ALLY ALLY FINL INC 0.0%
Value $2,899 Shares 64 Est. Cost $40.80 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value $2,316 Shares 186 Est. Cost $10.81 Unrealized -0.9%
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value $2,002 Shares 108 Est. Cost $17.94 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $1,991 Shares 15 Est. Cost $105.08 Unrealized +26.0%
TFC TRUIST FINL CORP 0.0%
Value $1,673 Shares 34 Est. Cost $45.80 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value $1,110 Shares 3 Est. Cost $356.97 Unrealized 0.0%
PTLO PORTILLOS INC 0.0%
Value $209 Shares 46 Est. Cost $11.16 Unrealized -53.2%