KANAWHA CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001164478 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 4, 2020

Total Value ($000): $685,074 (100.0% shares, 0.0% debt)

Holdings (180)

MSFT MICROSOFT CORP 5.5%
Value ($000) $37,486 Shares 237,689 Est. Cost $31.29 Unrealized +399.7%
AAPL APPLE INC 3.7%
Value ($000) $25,290 Shares 99,453 Est. Cost $22.35 Unrealized +218.1%
JNJ JOHNSON&JOHNSON 3.0%
Value ($000) $20,367 Shares 155,317 Est. Cost $63.68 Unrealized +88.7%
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $20,346 Shares 184,963 Est. Cost $58.58 Unrealized +77.2%
BDX BECTON DICKINSON 2.6%
Value ($000) $18,002 Shares 78,346 Est. Cost $107.83 Unrealized +108.6%
INTC INTEL CORP 2.6%
Value ($000) $17,945 Shares 331,576 Est. Cost $19.13 Unrealized +173.5%
LOW LOWES INC 2.6%
Value ($000) $17,471 Shares 203,034 Est. Cost $34.81 Unrealized +182.3%
PEP PEPSICO INC 2.4%
Value ($000) $16,267 Shares 135,447 Est. Cost $57.53 Unrealized +96.0%
ADP AUTO DATA PROC 2.3%
Value ($000) $15,727 Shares 115,068 Est. Cost $53.12 Unrealized +167.2%
ABT ABBOTT LABS 2.1%
Value ($000) $14,433 Shares 182,902 Est. Cost $32.00 Unrealized +135.4%
MCD MC DONALDS CORP 2.1%
Value ($000) $14,372 Shares 86,920 Est. Cost $77.75 Unrealized +121.0%
NKE NIKE INC-CL B 2.1%
Value ($000) $14,363 Shares 173,586 Est. Cost $43.45 Unrealized +97.7%
D DOMINION ENERGY 2.0%
Value ($000) $13,495 Shares 186,938 Est. Cost $41.23 Unrealized +53.1%
BRK/B BERKSHIRE HATHAWAY B 1.9%
Value ($000) $13,030 Shares 71,267 Est. Cost $113.26 Unrealized +87.7%
ITW ILLINOIS TOOL WKS 1.8%
Value ($000) $12,557 Shares 88,352 Est. Cost $49.92 Unrealized +195.6%
UNITED TECH 1.8%
Value ($000) $12,482 Shares 132,322 Est. Cost $96.74 Unrealized
ABBV ABBVIE INC 1.8%
Value ($000) $12,172 Shares 159,753 Est. Cost $29.64 Unrealized +126.7%
IVV ISHARES S&P 500 1.7%
Value ($000) $11,659 Shares 45,120 Est. Cost $193.59 Unrealized
IJH ISHARES CORE S&P MIDCAP 1.7%
Value ($000) $11,417 Shares 79,365 Est. Cost $128.55 Unrealized
JPM JP MORGAN CHASE 1.6%
Value ($000) $11,007 Shares 122,260 Est. Cost $40.71 Unrealized +154.5%
VEA VANGUARD FTSE DEV MARKETS 1.6%
Value ($000) $10,782 Shares 323,405 Est. Cost $37.74 Unrealized
TGT TARGET CORP 1.6%
Value ($000) $10,747 Shares 115,601 Est. Cost $50.21 Unrealized +89.2%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $10,560 Shares 268,644 Est. Cost $20.15 Unrealized +82.0%
VZ VERIZON 1.5%
Value ($000) $9,975 Shares 185,646 Est. Cost $28.58 Unrealized +43.5%
ORCL ORACLE CORP 1.4%
Value ($000) $9,835 Shares 203,507 Est. Cost $31.77 Unrealized +49.5%
MMM 3M COMPANY 1.4%
Value ($000) $9,596 Shares 70,298 Est. Cost $67.77 Unrealized +56.3%
IWM ISHARES RUSSELL 2000 1.4%
Value ($000) $9,460 Shares 82,653 Est. Cost $106.62 Unrealized
ECL ECOLAB INC 1.4%
Value ($000) $9,257 Shares 59,404 Est. Cost $86.23 Unrealized +104.5%
NSC NORFOLK SOUTHRN 1.2%
Value ($000) $8,308 Shares 56,903 Est. Cost $60.85 Unrealized +168.9%
CVX CHEVRON CORP 1.1%
Value ($000) $7,768 Shares 107,202 Est. Cost $71.76 Unrealized +5.9%
KO COCA-COLA CO 1.1%
Value ($000) $7,670 Shares 173,329 Est. Cost $29.50 Unrealized +52.5%
GOOGL ALPHABET CLASS A 1.1%
Value ($000) $7,285 Shares 6,270 Est. Cost $40.36 Unrealized +66.6%
PFE PFIZER INC 1.1%
Value ($000) $7,205 Shares 220,750 Est. Cost $18.54 Unrealized +39.3%
T AT&T 1.0%
Value ($000) $7,161 Shares 245,670 Est. Cost $13.12 Unrealized +38.5%
BSV VANGUARD SHORT-TERM BOND 1.0%
Value ($000) $7,133 Shares 86,792 Est. Cost $80.63 Unrealized
TFC TRUIST FINANCIAL CORP 1.0%
Value ($000) $7,116 Shares 230,725 Est. Cost $40.73 Unrealized -11.7%
NTRS NORTHERN TRUST CORP 1.0%
Value ($000) $7,031 Shares 93,181 Est. Cost $45.67 Unrealized +66.9%
DIS DISNEY (WALT) 1.0%
Value ($000) $6,824 Shares 70,639 Est. Cost $96.94 Unrealized +27.4%
MDT MEDTRONIC PLC 0.9%
Value ($000) $6,508 Shares 72,167 Est. Cost $64.70 Unrealized +39.4%
WFC WELLS FARGO & CO 0.9%
Value ($000) $6,299 Shares 219,461 Est. Cost $28.57 Unrealized +28.2%
XOM EXXON MOBIL 0.9%
Value ($000) $6,211 Shares 163,585 Est. Cost $54.01 Unrealized -22.1%
APD AIR PRODS & CHEM 0.9%
Value ($000) $6,089 Shares 30,504 Est. Cost $73.47 Unrealized +168.2%
HD HOME DEPOT 0.9%
Value ($000) $6,020 Shares 32,242 Est. Cost $88.56 Unrealized +114.7%
CL COLGATE-PALMOLIVE 0.9%
Value ($000) $5,975 Shares 90,039 Est. Cost $46.33 Unrealized +32.8%
VWO VANGUARD FTSE EMERGING MKTS 0.9%
Value ($000) $5,929 Shares 176,721 Est. Cost $39.51 Unrealized
KMB KIMBERLY-CLARK 0.9%
Value ($000) $5,843 Shares 45,695 Est. Cost $69.04 Unrealized +62.4%
SO SOUTHERN CO 0.9%
Value ($000) $5,833 Shares 107,742 Est. Cost $28.29 Unrealized +78.4%
VNQ VANGUARD REAL ESTATE 0.8%
Value ($000) $5,636 Shares 80,684 Est. Cost $71.07 Unrealized
USB U.S. BANCORP 0.8%
Value ($000) $5,592 Shares 162,324 Est. Cost $24.97 Unrealized +49.1%
IBM INTL BUS MACHINES 0.8%
Value ($000) $5,426 Shares 48,918 Est. Cost $111.82 Unrealized -12.1%
CB CHUBB LTD 0.7%
Value ($000) $4,871 Shares 43,610 Est. Cost $99.28 Unrealized +31.3%
EMR EMERSON ELECTRIC 0.7%
Value ($000) $4,640 Shares 97,374 Est. Cost $41.15 Unrealized +40.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,397 Shares 64,995 Est. Cost $48.86 Unrealized +47.2%
SPY SPDR S&P 500 0.6%
Value ($000) $4,262 Shares 16,534 Est. Cost $193.02 Unrealized
BMY BRISTOL MYERS SQ 0.6%
Value ($000) $4,083 Shares 73,243 Est. Cost $32.63 Unrealized +48.9%
PH PARKER-HANNIFIN 0.6%
Value ($000) $3,986 Shares 30,722 Est. Cost $93.39 Unrealized +78.5%
CVS CVS HEALTH CORP 0.6%
Value ($000) $3,827 Shares 64,504 Est. Cost $51.72 Unrealized +6.9%
MINT PIMCO ENHANCED SHORT MATURITY 0.5%
Value ($000) $3,419 Shares 34,538 Est. Cost $101.74 Unrealized
FLOT ISHARES FLOATING RATE NOTE 0.5%
Value ($000) $3,204 Shares 65,731 Est. Cost $50.92 Unrealized
COST COSTCO COS INC 0.5%
Value ($000) $3,114 Shares 10,921 Est. Cost $137.11 Unrealized +102.6%
CAT CATERPILLAR INC 0.4%
Value ($000) $3,041 Shares 26,204 Est. Cost $65.46 Unrealized +73.2%
UNILEVER NV 0.4%
Value ($000) $2,869 Shares 58,798 Est. Cost $42.85 Unrealized
IGSB ISHARES SHORT TERM CORP BD 0.4%
Value ($000) $2,734 Shares 52,221 Est. Cost $53.44 Unrealized
DE DEERE & CO 0.4%
Value ($000) $2,714 Shares 19,641 Est. Cost $72.11 Unrealized +102.1%
XLK TECHNOLOGY SELECT SPDR 0.4%
Value ($000) $2,708 Shares 33,696 Est. Cost $38.67 Unrealized
XYL XYLEM INC 0.4%
Value ($000) $2,643 Shares 40,586 Est. Cost $40.31 Unrealized +82.2%
COF CAPITAL ONE FINL 0.4%
Value ($000) $2,632 Shares 52,211 Est. Cost $65.55 Unrealized +21.2%
MUB ISHARES AMT FREE MUNI BOND 0.4%
Value ($000) $2,519 Shares 22,290 Est. Cost $113.81 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.4%
Value ($000) $2,460 Shares 49,300 Est. Cost $63.48 Unrealized
ROYAL DUTCH SHELL CL A 0.3%
Value ($000) $2,230 Shares 63,926 Est. Cost $63.34 Unrealized
GLAXOSMITHKLINE ADR 0.3%
Value ($000) $2,206 Shares 58,211 Est. Cost $45.99 Unrealized
MET METLIFE INC 0.3%
Value ($000) $1,938 Shares 63,409 Est. Cost $29.16 Unrealized +25.0%
MRK MERCK & CO INC 0.3%
Value ($000) $1,861 Shares 24,190 Est. Cost $41.22 Unrealized +57.9%
ACN ACCENTURE PLC 0.2%
Value ($000) $1,666 Shares 10,206 Est. Cost $79.71 Unrealized +122.1%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,596 Shares 23,709 Est. Cost $57.18 Unrealized +31.5%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.2%
Value ($000) $1,509 Shares 36,777 Est. Cost $48.98 Unrealized
XLV HEALTH CARE SELECT SPDR 0.2%
Value ($000) $1,484 Shares 16,758 Est. Cost $76.02 Unrealized
PEG PUB SVC ENTRPRS 0.2%
Value ($000) $1,482 Shares 32,991 Est. Cost $35.18 Unrealized +25.5%
BK BANK OF NEW YORK MELLON 0.2%
Value ($000) $1,336 Shares 39,672 Est. Cost $27.58 Unrealized +28.2%
GENERAL ELECTRIC 0.2%
Value ($000) $1,250 Shares 157,420 Est. Cost $22.61 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $1,145 Shares 13,374 Est. Cost $67.33 Unrealized +59.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,084 Shares 28,020 Est. Cost $26.45 Unrealized +4.2%
CI CIGNA CORP 0.2%
Value ($000) $1,080 Shares 6,095 Est. Cost $190.21 Unrealized -6.7%
FMC FMC CORP 0.2%
Value ($000) $1,073 Shares 13,136 Est. Cost $41.26 Unrealized +88.9%
PM PHILIP MORRIS INTL 0.2%
Value ($000) $1,072 Shares 14,696 Est. Cost $54.79 Unrealized +10.9%
DOV DOVER CORP 0.2%
Value ($000) $1,068 Shares 12,721 Est. Cost $43.13 Unrealized +126.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $996 Shares 32,326 Est. Cost $45.79 Unrealized -10.5%
BLACKROCK INC 0.1%
Value ($000) $981 Shares 2,230 Est. Cost $326.09 Unrealized
XLE ENERGY SELECT SPDR 0.1%
Value ($000) $954 Shares 32,845 Est. Cost $43.12 Unrealized
SLB SCHLUMBERGER 0.1%
Value ($000) $895 Shares 66,375 Est. Cost $51.89 Unrealized -51.3%
KMX CARMAX 0.1%
Value ($000) $887 Shares 16,487 Est. Cost $61.40 Unrealized +37.8%
XLF FINANCIALS SELECT SPDR 0.1%
Value ($000) $873 Shares 41,921 Est. Cost $22.37 Unrealized
BERKSHIRE HATHAWAY CL A 1/100 0.1%
Value ($000) $816 Shares 3 Est. Cost $225555.56 Unrealized
DELL DELL TECH CL C 0.1%
Value ($000) $779 Shares 19,686 Est. Cost $24.16 Unrealized -12.5%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $776 Shares 5,152 Est. Cost $82.51 Unrealized
EFA ISHARES MSCI EAFE 0.1%
Value ($000) $760 Shares 14,208 Est. Cost $58.54 Unrealized
NESTLE SA ORD 0.1%
Value ($000) $712 Shares 6,883 Est. Cost $66.33 Unrealized
VAW VANGUARD MATERIALS 0.1%
Value ($000) $690 Shares 7,166 Est. Cost $87.77 Unrealized
XLY CONSUMER DISCRETIONARY SELECT 0.1%
Value ($000) $689 Shares 7,020 Est. Cost $93.65 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $683 Shares 2,407 Est. Cost $261.95 Unrealized +18.5%
IWD ISHARES RUSSELL 1000 VALUE 0.1%
Value ($000) $681 Shares 6,870 Est. Cost $121.82 Unrealized
CERNER CORP 0.1%
Value ($000) $676 Shares 10,730 Est. Cost $69.32 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $668 Shares 2,727 Est. Cost $96.34 Unrealized +171.1%
GNR SPDR S&P GLOBAL NATURAL RESOUR 0.1%
Value ($000) $668 Shares 21,605 Est. Cost $44.98 Unrealized
XLP CONSUMER STAPLES SELECT SPDR 0.1%
Value ($000) $666 Shares 12,236 Est. Cost $53.15 Unrealized
IJR ISHARES CORE S&P SMALL CAP 0.1%
Value ($000) $641 Shares 11,425 Est. Cost $56.11 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $641 Shares 3,700 Est. Cost $60.00 Unrealized +131.1%
DD DUPONT DE NEMOURS 0.1%
Value ($000) $637 Shares 18,672 Est. Cost $27.24 Unrealized -33.4%
INVESCO BULLETSHARES 2021 CORP 0.1%
Value ($000) $626 Shares 29,850 Est. Cost $21.18 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $623 Shares 2,500 Est. Cost $122.89 Unrealized +103.2%
NSRGY NESTLE S.A. SPONS ADR 0.1%
Value ($000) $598 Shares 5,803 Est. Cost $74.65 Unrealized
MDLZ MONDELEZ INTL 0.1%
Value ($000) $576 Shares 11,498 Est. Cost $32.35 Unrealized +44.4%
AMZN AMAZON.COM INC 0.1%
Value ($000) $565 Shares 290 Est. Cost $83.49 Unrealized +15.9%
ROYAL DUTCH SHELL CL B 0.1%
Value ($000) $564 Shares 17,284 Est. Cost $59.87 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.1%
Value ($000) $550 Shares 13,050 Est. Cost $48.99 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQ FD 0.1%
Value ($000) $527 Shares 10,284 Est. Cost $58.03 Unrealized
INVESCO BULLETSHARES 2020 CORP 0.1%
Value ($000) $514 Shares 24,450 Est. Cost $21.23 Unrealized
UNILEVER PLC 0.1%
Value ($000) $502 Shares 9,920 Est. Cost $57.85 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $501 Shares 2,891 Est. Cost $14.69 Unrealized +320.5%
BP BP PLC 0.1%
Value ($000) $498 Shares 20,408 Est. Cost $39.88 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.1%
Value ($000) $498 Shares 4,318 Est. Cost $113.08 Unrealized
UNP UNION PACIFIC 0.1%
Value ($000) $491 Shares 3,480 Est. Cost $89.79 Unrealized +61.5%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $476 Shares 3,213 Est. Cost $123.87 Unrealized
DVY ISHARES SELECT DIVIDEND 0.1%
Value ($000) $472 Shares 6,423 Est. Cost $71.22 Unrealized
TXN TEXAS INSTR 0.1%
Value ($000) $443 Shares 4,434 Est. Cost $103.65 Unrealized -1.9%
IWR ISHARES RUSSELL MIDCAP 0.1%
Value ($000) $432 Shares 10,009 Est. Cost $63.65 Unrealized
BIV VANGUARD INT TRM BOND 0.1%
Value ($000) $406 Shares 4,545 Est. Cost $87.45 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $403 Shares 4,884 Est. Cost $93.73 Unrealized 0.0%
AMCOR PLC 0.1%
Value ($000) $392 Shares 48,216 Est. Cost $7.49 Unrealized 0.0%
ZBH ZIMMER BIOMET HLDGS 0.1%
Value ($000) $391 Shares 3,869 Est. Cost $90.49 Unrealized +38.0%
UPS UNITED PARCEL SERVICE B 0.1%
Value ($000) $390 Shares 4,175 Est. Cost $68.35 Unrealized +19.8%
BAC BANK OF AMERICA 0.1%
Value ($000) $376 Shares 17,710 Est. Cost $17.06 Unrealized +51.9%
XLI INDUSTRIALS SELECT SPDR 0.1%
Value ($000) $371 Shares 6,292 Est. Cost $55.63 Unrealized
TRV THE TRAVELERS CO 0.1%
Value ($000) $365 Shares 3,670 Est. Cost $77.63 Unrealized +41.2%
IJK ISHARES S&P MIDCAP GROWTH 0.1%
Value ($000) $360 Shares 2,020 Est. Cost $130.87 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $357 Shares 6,772 Est. Cost $33.12 Unrealized +30.7%
YUM YUM! BRANDS INC 0.1%
Value ($000) $353 Shares 5,155 Est. Cost $46.75 Unrealized +78.8%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $346 Shares 4,278 Est. Cost $50.31 Unrealized +44.5%
ALB ALBEMARLE CORP 0.1%
Value ($000) $344 Shares 6,104 Est. Cost $65.92 Unrealized +7.9%
NEU NEWMARKET CORP 0.0%
Value ($000) $341 Shares 890 Est. Cost $386.55 Unrealized -3.7%
AOS A.O. SMITH CORP 0.0%
Value ($000) $340 Shares 9,000 Est. Cost $35.18 Unrealized +8.8%
EEM ISHARES MSCI EMERGING MKTS 0.0%
Value ($000) $339 Shares 9,947 Est. Cost $38.92 Unrealized
V VISA INC 0.0%
Value ($000) $338 Shares 2,096 Est. Cost $163.97 Unrealized +10.2%
SCHD SCHWAB US DIVIDEND EQUITY 0.0%
Value ($000) $338 Shares 7,522 Est. Cost $54.33 Unrealized
SJM JM SMUCKER CO 0.0%
Value ($000) $333 Shares 3,000 Est. Cost $79.36 Unrealized +11.2%
INVESCO BULLETSHARES 2022 CORP 0.0%
Value ($000) $321 Shares 15,150 Est. Cost $21.46 Unrealized
DOW DOW CHEMICAL COMPANY 0.0%
Value ($000) $320 Shares 10,955 Est. Cost $36.37 Unrealized -15.9%
MDY SPDR S&P MIDCAP 400 0.0%
Value ($000) $315 Shares 1,200 Est. Cost $215.47 Unrealized
WMT WAL-MART 0.0%
Value ($000) $314 Shares 2,765 Est. Cost $28.34 Unrealized +24.8%
IJJ ISHARES S&P MIDCAP VALUE 0.0%
Value ($000) $308 Shares 2,805 Est. Cost $107.21 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $304 Shares 2,826 Est. Cost $120.67 Unrealized
GOOG ALPHABET CLASS C 0.0%
Value ($000) $298 Shares 256 Est. Cost $65.06 Unrealized +3.5%
IEV ISHARES S&P EURO 350 0.0%
Value ($000) $296 Shares 8,375 Est. Cost $43.40 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $295 Shares 3,524 Est. Cost $112.51 Unrealized -12.0%
AMGN AMGEN 0.0%
Value ($000) $279 Shares 1,375 Est. Cost $182.63 Unrealized -0.2%
BOND PIMCO TOTAL RETURN 0.0%
Value ($000) $277 Shares 2,610 Est. Cost $107.66 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $276 Shares 4,383 Est. Cost $40.75 Unrealized +65.4%
NVS NOVARTIS A G ADR 0.0%
Value ($000) $274 Shares 3,324 Est. Cost $72.25 Unrealized
PNC PNC FINANCIAL SERVICES 0.0%
Value ($000) $270 Shares 2,820 Est. Cost $119.12 Unrealized -9.1%
ADBE ADOBE SYSTEMS 0.0%
Value ($000) $267 Shares 840 Est. Cost $294.23 Unrealized +16.3%
ADSK AUTODESK INC 0.0%
Value ($000) $265 Shares 1,696 Est. Cost $98.95 Unrealized +85.5%
VTEB VANGUARD TAX-EXEMPT BOND 0.0%
Value ($000) $264 Shares 4,994 Est. Cost $52.99 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $263 Shares 11,185 Est. Cost $25.02 Unrealized +2.2%
HPQ HP INC 0.0%
Value ($000) $258 Shares 14,864 Est. Cost $10.64 Unrealized +55.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $243 Shares 1,275 Est. Cost $172.63 Unrealized
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $240 Shares 3,895 Est. Cost $72.62 Unrealized +2.2%
DVN DEVON ENERGY 0.0%
Value ($000) $239 Shares 34,599 Est. Cost $31.01 Unrealized -57.6%
WESTROCK CO 0.0%
Value ($000) $234 Shares 8,290 Est. Cost $51.29 Unrealized
VT VANGUARD TOTAL WORLD STOCK 0.0%
Value ($000) $228 Shares 3,630 Est. Cost $74.99 Unrealized
AIT APPLIED INDL TECH 0.0%
Value ($000) $217 Shares 4,755 Est. Cost $39.90 Unrealized +38.1%
MCO MOODYS CORP 0.0%
Value ($000) $212 Shares 1,000 Est. Cost $211.12 Unrealized +9.6%
BND VANGUARD TOTAL BOND MARKET 0.0%
Value ($000) $211 Shares 2,470 Est. Cost $85.43 Unrealized
VOO VANGUARD S&P 500 0.0%
Value ($000) $203 Shares 857 Est. Cost $284.20 Unrealized
HPE HEWLETT-PACKARD ENTERPRISE 0.0%
Value ($000) $155 Shares 16,002 Est. Cost $7.04 Unrealized +54.0%
APACHE CORP 0.0%
Value ($000) $132 Shares 31,670 Est. Cost $65.93 Unrealized
MEDALIST DIVERSIFIED REIT 0.0%
Value ($000) $23 Shares 13,318 Est. Cost $6.55 Unrealized
GPXM GOLDEN PHOENIX MINERALS 0.0%
Value ($000) $0 Shares 120,000 Est. Cost $0.00 Unrealized 0.0%
MBCI MABCURE INC 0.0%
Value ($000) $0 Shares 17,375 Est. Cost $0.00 Unrealized 0.0%
STEV STEVIA CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized 0.0%
WILLIAMSVILLE SEARS MGMT INC 0.0%
Value ($000) $0 Shares 12,000 Est. Cost Unrealized