GREENWOOD CAPITAL ASSOCIATES LLC Diversified Active

CIK: 0001161822 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value ($000): $380,544 (100.0% shares, 0.0% debt)

Holdings (208)

IVV ISHARES TRUST 5.0%
Value ($000) $18,892 Shares 41,640 Est. Cost $371.90 Unrealized
SHY ISHARES 4.2%
Value ($000) $16,082 Shares 192,942 Est. Cost $86.21 Unrealized
GVI ISHARES 3.8%
Value ($000) $14,356 Shares 132,286 Est. Cost $112.25 Unrealized
INTC INTEL CORP 3.5%
Value ($000) $13,348 Shares 269,323 Est. Cost $46.14 Unrealized +0.1%
IEMG ISHARES INC 3.5%
Value ($000) $13,189 Shares 237,419 Est. Cost $54.55 Unrealized
IXUS ISHARES TR 3.4%
Value ($000) $12,778 Shares 191,926 Est. Cost $61.91 Unrealized
AGG ISHARES TR 3.2%
Value ($000) $12,136 Shares 113,311 Est. Cost $116.30 Unrealized
DBX DROPBOX INC 3.2%
Value ($000) $12,106 Shares 520,695 Est. Cost $23.63 Unrealized -1.4%
TMO THERMO FISHER SCI 3.1%
Value ($000) $11,987 Shares 20,294 Est. Cost $394.66 Unrealized +44.0%
EOG EOG RESOURCES INC 3.0%
Value ($000) $11,401 Shares 95,624 Est. Cost $42.86 Unrealized +118.1%
TAP MOLSON COORS BEVERAG 2.9%
Value ($000) $11,078 Shares 207,537 Est. Cost $43.61 Unrealized +2.3%
GTLS CHART INDS INC 2.9%
Value ($000) $11,055 Shares 64,359 Est. Cost $153.80 Unrealized -8.7%
BKR BAKER HUGHES A GE CO 2.9%
Value ($000) $10,958 Shares 300,974 Est. Cost $20.19 Unrealized +37.1%
WDC WESTERN DIGITAL CORP 2.7%
Value ($000) $10,369 Shares 208,845 Est. Cost $46.18 Unrealized -11.4%
CATALENT INC 2.2%
Value ($000) $8,339 Shares 75,198 Est. Cost $108.61 Unrealized
GEN NORTONLIFELOCK INC 2.1%
Value ($000) $8,037 Shares 303,067 Est. Cost $24.44 Unrealized +3.7%
NTR NUTRIEN LTD 2.1%
Value ($000) $7,880 Shares 75,776 Est. Cost $40.88 Unrealized +79.6%
PFF ISHARES TR 2.0%
Value ($000) $7,488 Shares 205,605 Est. Cost $37.09 Unrealized
SBSW SIBANYE-STILLWATER 1.9%
Value ($000) $7,318 Shares 450,901 Est. Cost $16.23 Unrealized
VMC VULCAN MATERIALS CO 1.9%
Value ($000) $7,230 Shares 39,359 Est. Cost $111.46 Unrealized +62.3%
ICSH ISHARES TR 1.5%
Value ($000) $5,720 Shares 114,050 Est. Cost $50.49 Unrealized
BIIB BIOGEN INC 1.4%
Value ($000) $5,418 Shares 25,726 Est. Cost $217.46 Unrealized 0.0%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $5,414 Shares 13,200 Est. Cost $337.41 Unrealized +16.8%
BMY BRISTOL MYERS SQUIBB 1.2%
Value ($000) $4,730 Shares 64,770 Est. Cost $56.83 Unrealized 0.0%
EUFN ISHARES 1.1%
Value ($000) $4,238 Shares 224,099 Est. Cost $19.41 Unrealized
NXPI NXP SEMICONDUCTR 1.1%
Value ($000) $4,167 Shares 22,512 Est. Cost $114.64 Unrealized +59.5%
ILF ISHARES 1.0%
Value ($000) $3,909 Shares 128,612 Est. Cost $30.39 Unrealized
ESGU ISHARES TR 0.9%
Value ($000) $3,391 Shares 33,462 Est. Cost $65.14 Unrealized
EFV ISHARES 0.8%
Value ($000) $2,995 Shares 59,644 Est. Cost $48.77 Unrealized
CUTERA INC 0.8%
Value ($000) $2,889 Shares 41,863 Est. Cost $25.97 Unrealized
IXC ISHARES 0.7%
Value ($000) $2,747 Shares 75,994 Est. Cost $27.51 Unrealized
SJNK SPDR SER TR 0.7%
Value ($000) $2,716 Shares 103,493 Est. Cost $26.82 Unrealized
ASPN ASPEN AEROGELS INC 0.7%
Value ($000) $2,623 Shares 76,079 Est. Cost $9.23 Unrealized +251.5%
ICLN ISHARES 0.6%
Value ($000) $2,349 Shares 109,156 Est. Cost $22.75 Unrealized
URA GLOBAL X FDS 0.6%
Value ($000) $2,329 Shares 89,027 Est. Cost $26.16 Unrealized
RING ISHARES INC 0.6%
Value ($000) $2,152 Shares 69,273 Est. Cost $31.07 Unrealized
EWU ISHARES TR 0.6%
Value ($000) $2,114 Shares 62,840 Est. Cost $33.64 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $2,060 Shares 34,643 Est. Cost $56.44 Unrealized -2.3%
AVANGRID INC 0.5%
Value ($000) $1,999 Shares 42,769 Est. Cost $48.58 Unrealized
EZA ISHARES 0.5%
Value ($000) $1,871 Shares 33,697 Est. Cost $55.52 Unrealized
LIT GLOBAL X FDS 0.5%
Value ($000) $1,780 Shares 23,126 Est. Cost $76.97 Unrealized
PICK ISHARES 0.5%
Value ($000) $1,779 Shares 34,789 Est. Cost $51.14 Unrealized
GLPI GAMING&LEISURE PPTYS 0.4%
Value ($000) $1,549 Shares 33,001 Est. Cost $46.13 Unrealized
EWC ISHARES INC 0.4%
Value ($000) $1,473 Shares 36,629 Est. Cost $40.21 Unrealized
PFG PRINCIPAL FINANCIAL 0.4%
Value ($000) $1,460 Shares 19,895 Est. Cost $55.31 Unrealized +13.7%
XLF SELECT SECTOR SPDR 0.4%
Value ($000) $1,420 Shares 37,060 Est. Cost $33.07 Unrealized
AVID BIOSERVICES INC 0.4%
Value ($000) $1,415 Shares 69,445 Est. Cost $9.30 Unrealized
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $1,393 Shares 31,988 Est. Cost $40.64 Unrealized
HBIO HARVARD BIOSCIENCE I 0.4%
Value ($000) $1,385 Shares 222,979 Est. Cost $3.99 Unrealized +48.3%
MX MAGNACHIP SEMICONDUC 0.4%
Value ($000) $1,358 Shares 80,335 Est. Cost $14.27 Unrealized +25.9%
ON ON SEMICONDUCTOR CRP 0.4%
Value ($000) $1,337 Shares 21,352 Est. Cost $23.12 Unrealized +163.7%
XLI SELECT SECTOR SPDR 0.3%
Value ($000) $1,280 Shares 12,434 Est. Cost $89.25 Unrealized
CYRX CRYOPORT INC 0.3%
Value ($000) $1,275 Shares 36,521 Est. Cost $22.71 Unrealized +66.5%
CHDN CHURCHILL DOWNS INC 0.3%
Value ($000) $1,258 Shares 5,672 Est. Cost $69.81 Unrealized +55.4%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $1,214 Shares 20,531 Est. Cost $44.56 Unrealized 0.0%
CLAR CLARUS CORP 0.3%
Value ($000) $1,198 Shares 52,602 Est. Cost $14.51 Unrealized +49.3%
ESGD ISHARES TR 0.3%
Value ($000) $1,186 Shares 16,089 Est. Cost $60.39 Unrealized
RF REGIONS FINL CORP 0.3%
Value ($000) $1,179 Shares 52,956 Est. Cost $16.40 Unrealized +21.3%
EXP EAGLE MATERIALS 0.3%
Value ($000) $1,155 Shares 9,001 Est. Cost $92.05 Unrealized +50.7%
SIERRA WIRELESS INC 0.3%
Value ($000) $1,150 Shares 63,725 Est. Cost $15.27 Unrealized
MGNI MAGNITE INC 0.3%
Value ($000) $1,134 Shares 85,839 Est. Cost $10.42 Unrealized +29.5%
MTZ MASTEC INC 0.3%
Value ($000) $1,134 Shares 13,017 Est. Cost $45.29 Unrealized +92.9%
STX SEAGATE TECH HLDNGS 0.3%
Value ($000) $1,131 Shares 12,577 Est. Cost $79.19 Unrealized +13.4%
CTLP CANTALOUPE INC 0.3%
Value ($000) $1,128 Shares 166,597 Est. Cost $11.27 Unrealized -32.7%
LYB LYONDELLBASELL INDUS 0.3%
Value ($000) $1,126 Shares 10,948 Est. Cost $63.78 Unrealized +16.5%
UCTT ULTRA CLEAN HLDGS 0.3%
Value ($000) $1,121 Shares 26,455 Est. Cost $22.65 Unrealized +111.3%
IWV ISHARES 0.3%
Value ($000) $1,118 Shares 4,242 Est. Cost $121.63 Unrealized
LSCC LATTICE SEMICONDUCTR 0.3%
Value ($000) $1,115 Shares 18,299 Est. Cost $20.19 Unrealized
OMCL OMNICELL INC 0.3%
Value ($000) $1,113 Shares 8,595 Est. Cost $58.93 Unrealized +144.6%
OPRX OPTIMIZERX CORP 0.3%
Value ($000) $1,109 Shares 29,396 Est. Cost $25.18 Unrealized +75.7%
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $1,104 Shares 3,715 Est. Cost $82.34 Unrealized +264.3%
CDNA CAREDX INC 0.3%
Value ($000) $1,062 Shares 28,708 Est. Cost $37.84 Unrealized +3.0%
ENVESTNET INC 0.3%
Value ($000) $1,042 Shares 13,993 Est. Cost $55.45 Unrealized
UTI UNIVERSAL TECHNICAL 0.3%
Value ($000) $1,031 Shares 116,474 Est. Cost $6.45 Unrealized +27.3%
NEM NEWMONT MINING CORP 0.3%
Value ($000) $1,030 Shares 12,961 Est. Cost $52.01 Unrealized +15.4%
JYNT JOINT CORP 0.3%
Value ($000) $1,030 Shares 29,110 Est. Cost $15.17 Unrealized +204.8%
APA APA CORPORATION 0.3%
Value ($000) $1,022 Shares 24,725 Est. Cost $30.86 Unrealized 0.0%
USB US BANCORP DEL 0.3%
Value ($000) $1,016 Shares 19,115 Est. Cost $44.47 Unrealized +7.6%
ICAD INC 0.3%
Value ($000) $1,011 Shares 226,593 Est. Cost $8.59 Unrealized
VIAV VIAVI SOLUTIONS IN 0.3%
Value ($000) $1,004 Shares 62,448 Est. Cost $12.59 Unrealized +31.0%
IMMR IMMERSION CORP 0.3%
Value ($000) $975 Shares 175,319 Est. Cost $7.72 Unrealized -32.9%
JHG JANUS HENDERSON PLC 0.2%
Value ($000) $948 Shares 27,064 Est. Cost $37.38 Unrealized -3.6%
APYX APYX MED CORP 0.2%
Value ($000) $942 Shares 144,293 Est. Cost $10.31 Unrealized -4.5%
HTB HOMETRUST BANCSHAR 0.2%
Value ($000) $935 Shares 31,666 Est. Cost $16.05 Unrealized +92.1%
TNDM TANDEM DIABETES CARE 0.2%
Value ($000) $934 Shares 8,032 Est. Cost $74.58 Unrealized +56.5%
XIFR NEXTERA ENERGY LPU 0.2%
Value ($000) $931 Shares 11,168 Est. Cost $58.37 Unrealized +31.7%
NWL NEWELL BRANDS INC 0.2%
Value ($000) $928 Shares 43,341 Est. Cost $20.18 Unrealized -4.2%
DGII DIGI INTL INC 0.2%
Value ($000) $928 Shares 43,127 Est. Cost $18.27 Unrealized +17.0%
INFU INFUSYSTEMS HLDGS 0.2%
Value ($000) $911 Shares 92,987 Est. Cost $17.61 Unrealized -27.0%
VCTR VICTORY CAP HLDGS IN 0.2%
Value ($000) $896 Shares 31,044 Est. Cost $14.70 Unrealized +94.6%
SPLV INVESCO EXCH TRDII 0.2%
Value ($000) $894 Shares 13,329 Est. Cost $68.61 Unrealized
NGVT INGEVITY CORPORATION 0.2%
Value ($000) $867 Shares 13,537 Est. Cost $88.77 Unrealized -24.6%
HASI HANNON ARMSTRONG S 0.2%
Value ($000) $853 Shares 17,978 Est. Cost $23.35 Unrealized +53.5%
WALGREENS BOOTS ALNC 0.2%
Value ($000) $851 Shares 19,006 Est. Cost $50.53 Unrealized
KEX KIRBY CORPORATION 0.2%
Value ($000) $851 Shares 11,785 Est. Cost $66.66 Unrealized 0.0%
CALLON PETE CO DEL 0.2%
Value ($000) $810 Shares 13,707 Est. Cost $59.09 Unrealized
PBR PETROLEO BRASILEIRO 0.2%
Value ($000) $808 Shares 54,580 Est. Cost $14.80 Unrealized
FBNC FIRST BANCORP N C 0.2%
Value ($000) $785 Shares 18,782 Est. Cost $22.85 Unrealized +78.1%
SWKH SWK HLDGS CORP 0.2%
Value ($000) $776 Shares 45,993 Est. Cost $14.67 Unrealized +1.2%
CORECARD CORP 0.2%
Value ($000) $741 Shares 27,051 Est. Cost $32.73 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $739 Shares 6,001 Est. Cost $114.85 Unrealized -0.7%
PETIQ INC 0.2%
Value ($000) $722 Shares 29,589 Est. Cost $30.73 Unrealized
GMED GLOBUS MED INC 0.2%
Value ($000) $715 Shares 9,689 Est. Cost $52.42 Unrealized +32.6%
DNOW NOW INC 0.2%
Value ($000) $711 Shares 64,493 Est. Cost $9.69 Unrealized 0.0%
ELF E L F BEAUTY INC 0.2%
Value ($000) $673 Shares 26,064 Est. Cost $21.35 Unrealized +27.5%
EBS EMERGENT BIOSOLUTNS 0.2%
Value ($000) $660 Shares 16,067 Est. Cost $63.48 Unrealized -30.5%
VNQ VANGUARD SPECIALIZED 0.2%
Value ($000) $654 Shares 6,035 Est. Cost $100.07 Unrealized
VTI VANGUARD INDEX TR 0.2%
Value ($000) $634 Shares 2,785 Est. Cost $122.85 Unrealized
SFST SOUTHERN FRST BANC 0.2%
Value ($000) $625 Shares 12,286 Est. Cost $27.22 Unrealized +110.9%
MODEL N INC 0.2%
Value ($000) $619 Shares 23,023 Est. Cost $33.47 Unrealized
PGT INNOVATIONS INC 0.2%
Value ($000) $606 Shares 33,717 Est. Cost $16.31 Unrealized
APLE APPLE HOSPITALITY 0.2%
Value ($000) $577 Shares 32,110 Est. Cost $17.97 Unrealized
PEGA PEGASYSTEMS INC 0.2%
Value ($000) $573 Shares 7,105 Est. Cost $45.14 Unrealized -0.6%
SDGR SCHRODINGER INC 0.1%
Value ($000) $560 Shares 16,420 Est. Cost $56.87 Unrealized -46.6%
PRTS CARPARTS COM INC 0.1%
Value ($000) $531 Shares 79,234 Est. Cost $12.76 Unrealized -32.5%
IGSB ISHARES TR 0.1%
Value ($000) $519 Shares 10,044 Est. Cost $66.48 Unrealized
SMLR SEMLER SCIENTIFIC 0.1%
Value ($000) $495 Shares 9,993 Est. Cost $67.02 Unrealized 0.0%
RES RPC INC 0.1%
Value ($000) $477 Shares 44,684 Est. Cost $7.31 Unrealized 0.0%
GDX VANECK ETF TRUST 0.1%
Value ($000) $469 Shares 12,236 Est. Cost $34.91 Unrealized
IPI INTREPID POTASH INC 0.1%
Value ($000) $463 Shares 5,642 Est. Cost $55.12 Unrealized 0.0%
RSP INVESCO EXCHANGETRAD 0.1%
Value ($000) $462 Shares 2,929 Est. Cost $157.73 Unrealized
XME SPDR S&P MTLS&MNG 0.1%
Value ($000) $429 Shares 6,992 Est. Cost $44.80 Unrealized
TOTL SSGA ACTIVE ETF 0.1%
Value ($000) $421 Shares 9,398 Est. Cost $47.76 Unrealized
PPH VANECK ETF TR 0.1%
Value ($000) $417 Shares 5,226 Est. Cost $79.79 Unrealized
LIQTECH INTERNATINL 0.1%
Value ($000) $390 Shares 159,244 Est. Cost $6.30 Unrealized
VOD VODAFONE GRP PLC 0.1%
Value ($000) $376 Shares 22,646 Est. Cost $16.60 Unrealized
IJH ISHARES TRUST 0.1%
Value ($000) $368 Shares 1,372 Est. Cost $252.37 Unrealized
VEA VANGUARD TAX MANAGED 0.1%
Value ($000) $364 Shares 7,588 Est. Cost $50.15 Unrealized
EHC ENCOMPASS HEALTH COR 0.1%
Value ($000) $363 Shares 5,100 Est. Cost $61.82 Unrealized -18.7%
PRK PARK NATL CORP 0.1%
Value ($000) $360 Shares 2,740 Est. Cost $121.48 Unrealized +10.9%
QAI INDEXIQ ETF TR 0.1%
Value ($000) $328 Shares 10,628 Est. Cost $31.93 Unrealized
FCCO FIRST CMNTY CORP SC 0.1%
Value ($000) $322 Shares 15,175 Est. Cost $16.28 Unrealized +15.5%
MSFT MICROSOFT CORP 0.1%
Value ($000) $319 Shares 1,034 Est. Cost $41.66 Unrealized +599.5%
GIS GENERAL MILLS INC 0.1%
Value ($000) $291 Shares 4,301 Est. Cost $43.23 Unrealized +36.0%
INFY INFOSYS LIMITED 0.1%
Value ($000) $285 Shares 11,444 Est. Cost $18.75 Unrealized
XLU SELECT SECTOR SPDR 0.1%
Value ($000) $252 Shares 3,383 Est. Cost $61.41 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $227 Shares 2,100 Est. Cost $84.41 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $172 Shares 1,128 Est. Cost $71.54 Unrealized +114.7%
GOOGL ALPHABET INC 0.0%
Value ($000) $167 Shares 60 Est. Cost $43.12 Unrealized +212.6%
NVDA NVIDIA CORP 0.0%
Value ($000) $162 Shares 595 Est. Cost $17.70 Unrealized +41.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $145 Shares 819 Est. Cost $86.96 Unrealized +74.6%
UNH UNITEDHEALTH GRP INC 0.0%
Value ($000) $144 Shares 283 Est. Cost $422.19 Unrealized +6.9%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $135 Shares 300 Est. Cost $313.36 Unrealized
V VISA INC 0.0%
Value ($000) $130 Shares 585 Est. Cost $183.53 Unrealized +14.5%
AVGO BROADCOM INC 0.0%
Value ($000) $126 Shares 200 Est. Cost $38.44 Unrealized +43.3%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $123 Shares 2,209 Est. Cost $42.10 Unrealized +19.4%
SIRIUS XM HLDG 0.0%
Value ($000) $120 Shares 18,180 Est. Cost $6.09 Unrealized
SOUTHSTATE CORP 0.0%
Value ($000) $116 Shares 1,424 Est. Cost $59.29 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $115 Shares 708 Est. Cost $87.95 Unrealized +43.7%
ADBE ADOBE INC 0.0%
Value ($000) $115 Shares 253 Est. Cost $378.80 Unrealized +27.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $108 Shares 970 Est. Cost $77.36 Unrealized +15.3%
MRK MERCK & CO INC 0.0%
Value ($000) $105 Shares 1,282 Est. Cost $66.74 Unrealized +4.7%
LHX L3HARRIS TECHNOLOGIE 0.0%
Value ($000) $102 Shares 412 Est. Cost $214.65 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $100 Shares 868 Est. Cost $84.06 Unrealized +58.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $99 Shares 1,227 Est. Cost $74.51 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $90 Shares 385 Est. Cost $28.12 Unrealized +46.8%
PEP PEPSICO INC 0.0%
Value ($000) $89 Shares 531 Est. Cost $76.69 Unrealized +93.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $85 Shares 767 Est. Cost $87.51 Unrealized +7.0%
LOW LOWES CO 0.0%
Value ($000) $84 Shares 413 Est. Cost $68.20 Unrealized +212.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $79 Shares 2,000 Est. Cost $28.47 Unrealized +9.0%
MS MORGAN STANLEY 0.0%
Value ($000) $79 Shares 900 Est. Cost $49.38 Unrealized +71.4%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $77 Shares 567 Est. Cost $71.57 Unrealized +86.8%
FANG DIAMONDBACK ENERGY 0.0%
Value ($000) $76 Shares 557 Est. Cost $59.08 Unrealized +82.2%
DOW DOW INC 0.0%
Value ($000) $76 Shares 1,185 Est. Cost $47.45 Unrealized +1.7%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $68 Shares 900 Est. Cost $48.66 Unrealized +15.1%
VRTX VERTEX PHARMACEUTICL 0.0%
Value ($000) $67 Shares 255 Est. Cost $215.28 Unrealized +10.2%
PARAMOUNT GLOBAL 0.0%
Value ($000) $65 Shares 1,710 Est. Cost $30.17 Unrealized
FR FIRST IND REALTY TR 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $35.22 Unrealized
T AT&T INC 0.0%
Value ($000) $62 Shares 2,620 Est. Cost $14.67 Unrealized +1.7%
CVX CHEVRON CORP 0.0%
Value ($000) $55 Shares 335 Est. Cost $87.00 Unrealized +41.1%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $51 Shares 650 Est. Cost $73.36 Unrealized +13.7%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $51 Shares 620 Est. Cost $50.02 Unrealized +35.7%
CCI CROWN CASTLE INTL 0.0%
Value ($000) $50 Shares 272 Est. Cost $101.37 Unrealized +43.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $50 Shares 490 Est. Cost $80.49 Unrealized +14.3%
GOOG ALPHABET INC 0.0%
Value ($000) $47 Shares 17 Est. Cost $62.15 Unrealized +117.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $47 Shares 521 Est. Cost $87.56 Unrealized -1.8%
HD HOME DEPOT INC 0.0%
Value ($000) $45 Shares 152 Est. Cost $138.65 Unrealized +126.5%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $43 Shares 295 Est. Cost $50.03 Unrealized +40.2%
PG PROCTER AND GAMBLE 0.0%
Value ($000) $39 Shares 254 Est. Cost $116.84 Unrealized +21.7%
UPS UNITED PARCEL SERVIC 0.0%
Value ($000) $38 Shares 178 Est. Cost $98.44 Unrealized +80.0%
KO COCA-COLA CO 0.0%
Value ($000) $31 Shares 500 Est. Cost $34.10 Unrealized +58.6%
ICLR ICON PLC 0.0%
Value ($000) $29 Shares 120 Est. Cost $171.06 Unrealized +46.5%
PFE PFIZER INC 0.0%
Value ($000) $29 Shares 552 Est. Cost $27.06 Unrealized +57.0%
MA MASTERCARD INC 0.0%
Value ($000) $26 Shares 72 Est. Cost $104.08 Unrealized +237.8%
DIS WALT DISNEY CO 0.0%
Value ($000) $25 Shares 180 Est. Cost $95.06 Unrealized +48.6%
VZ VERIZON COMMUNICATIO 0.0%
Value ($000) $25 Shares 487 Est. Cost $41.32 Unrealized +0.4%
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $23 Shares 79 Est. Cost $255.22 Unrealized -0.9%
DHR DANAHER CORP 0.0%
Value ($000) $21 Shares 73 Est. Cost $125.93 Unrealized +95.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $20 Shares 233 Est. Cost $54.38 Unrealized +32.5%
WMT WALMART INC 0.0%
Value ($000) $19 Shares 129 Est. Cost $44.34 Unrealized +0.6%
LQD ISHARES 0.0%
Value ($000) $19 Shares 156 Est. Cost $134.50 Unrealized
TFC TRUIST FINANCIAL COR 0.0%
Value ($000) $19 Shares 330 Est. Cost $37.93 Unrealized +33.5%
LLY LILLY ELI & CO 0.0%
Value ($000) $17 Shares 61 Est. Cost $125.53 Unrealized +98.0%
CNMD CONMED CORP 0.0%
Value ($000) $16 Shares 107 Est. Cost $74.44 Unrealized +80.9%
XLK SELECT SECTOR SPDR 0.0%
Value ($000) $16 Shares 101 Est. Cost $98.89 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $15 Shares 75 Est. Cost $91.77 Unrealized +85.6%
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $12 Shares 161 Est. Cost $55.49 Unrealized
IXG ISHARES 0.0%
Value ($000) $12 Shares 157 Est. Cost $76.73 Unrealized
NKE NIKE INC 0.0%
Value ($000) $11 Shares 81 Est. Cost $84.50 Unrealized +56.1%
STE STERIS PLC 0.0%
Value ($000) $8 Shares 35 Est. Cost $166.23 Unrealized +34.7%
STORE CAP CORP 0.0%
Value ($000) $8 Shares 281 Est. Cost $33.98 Unrealized
IBM INTL BUSINESS MCHN 0.0%
Value ($000) $7 Shares 50 Est. Cost $104.29 Unrealized +7.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $153.02 Unrealized +21.3%
XLV SELECT SECTOR SPDR 0.0%
Value ($000) $6 Shares 42 Est. Cost $126.24 Unrealized
EWT ISHARES INC 0.0%
Value ($000) $6 Shares 101 Est. Cost $66.61 Unrealized
IXJ ISHARES 0.0%
Value ($000) $6 Shares 72 Est. Cost $83.74 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $5 Shares 50 Est. Cost $53.27 Unrealized +64.2%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $45.30 Unrealized +94.7%