KANAWHA CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001164478 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 1, 2021

Total Value ($000): $974,331 (100.0% shares, 0.0% debt)

Holdings (205)

MSFT MICROSOFT CORP 5.4%
Value ($000) $52,475 Shares 235,926 Est. Cost $31.29 Unrealized +558.5%
AAPL APPLE INC 5.3%
Value ($000) $51,404 Shares 387,402 Est. Cost $84.72 Unrealized +38.1%
LOW LOWES INC 3.3%
Value ($000) $32,485 Shares 202,385 Est. Cost $34.81 Unrealized +325.3%
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $25,437 Shares 182,814 Est. Cost $58.58 Unrealized +110.2%
JNJ JOHNSON&JOHNSON 2.6%
Value ($000) $25,084 Shares 159,384 Est. Cost $65.13 Unrealized +95.8%
NKE NIKE INC-CL B 2.5%
Value ($000) $24,514 Shares 173,282 Est. Cost $43.45 Unrealized +183.6%
ADP AUTO DATA PROC 2.2%
Value ($000) $21,301 Shares 120,890 Est. Cost $56.45 Unrealized +161.2%
TGT TARGET CORP 2.1%
Value ($000) $20,514 Shares 116,207 Est. Cost $50.21 Unrealized +188.5%
BDX BECTON DICKINSON 2.1%
Value ($000) $20,130 Shares 80,449 Est. Cost $109.79 Unrealized +95.4%
ABT ABBOTT LABS 2.1%
Value ($000) $20,043 Shares 183,059 Est. Cost $32.00 Unrealized +210.2%
PEP PEPSICO INC 2.0%
Value ($000) $19,964 Shares 134,619 Est. Cost $57.53 Unrealized +110.7%
MCD MC DONALDS CORP 1.9%
Value ($000) $18,707 Shares 87,179 Est. Cost $77.75 Unrealized +148.5%
IJH ISHARES CORE S&P MIDCAP 1.9%
Value ($000) $18,628 Shares 81,051 Est. Cost $129.74 Unrealized
ITW ILLINOIS TOOL WKS 1.8%
Value ($000) $17,896 Shares 87,775 Est. Cost $49.92 Unrealized +262.6%
IVV ISHARES S&P 500 1.8%
Value ($000) $17,802 Shares 47,423 Est. Cost $203.10 Unrealized
ABBV ABBVIE INC 1.8%
Value ($000) $17,339 Shares 161,818 Est. Cost $29.64 Unrealized +166.4%
INTC INTEL CORP 1.7%
Value ($000) $17,020 Shares 341,626 Est. Cost $19.98 Unrealized +120.3%
BRK/B BERKSHIRE HATHAWAY B 1.7%
Value ($000) $16,833 Shares 72,597 Est. Cost $114.22 Unrealized +92.8%
JPM JP MORGAN CHASE 1.7%
Value ($000) $16,539 Shares 130,154 Est. Cost $42.98 Unrealized +128.3%
VEA VANGUARD FTSE DEV MARKETS 1.7%
Value ($000) $16,290 Shares 345,044 Est. Cost $38.00 Unrealized
IWM ISHARES RUSSELL 2000 1.6%
Value ($000) $15,840 Shares 80,790 Est. Cost $106.62 Unrealized
D DOMINION ENERGY 1.5%
Value ($000) $14,922 Shares 198,431 Est. Cost $42.37 Unrealized +49.7%
NSC NORFOLK SOUTHRN 1.4%
Value ($000) $14,060 Shares 59,174 Est. Cost $66.37 Unrealized +208.5%
ECL ECOLAB INC 1.4%
Value ($000) $13,592 Shares 62,823 Est. Cost $91.55 Unrealized +115.7%
ORCL ORACLE CORP 1.3%
Value ($000) $13,059 Shares 201,878 Est. Cost $31.77 Unrealized +74.7%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $13,029 Shares 291,144 Est. Cost $21.44 Unrealized +64.6%
DIS DISNEY (WALT) 1.3%
Value ($000) $12,889 Shares 71,142 Est. Cost $97.88 Unrealized +43.3%
MMM 3M COMPANY 1.3%
Value ($000) $12,690 Shares 72,599 Est. Cost $68.60 Unrealized +71.3%
VZ VERIZON 1.2%
Value ($000) $11,649 Shares 198,275 Est. Cost $29.50 Unrealized +49.1%
TFC TRUIST FINANCIAL CORP 1.2%
Value ($000) $11,392 Shares 237,689 Est. Cost $40.49 Unrealized -11.9%
GOOGL ALPHABET CLASS A 1.1%
Value ($000) $11,038 Shares 6,298 Est. Cost $40.74 Unrealized +104.9%
BSV VANGUARD SHORT-TERM BOND 1.1%
Value ($000) $10,971 Shares 132,337 Est. Cost $81.45 Unrealized
QCOM QUALCOMM INC 1.0%
Value ($000) $10,150 Shares 66,624 Est. Cost $50.56 Unrealized +146.7%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $10,079 Shares 140,949 Est. Cost $54.59 Unrealized +7.0%
KO COCA-COLA CO 1.0%
Value ($000) $9,931 Shares 181,095 Est. Cost $30.03 Unrealized +47.4%
NTRS NORTHERN TRUST CORP 0.9%
Value ($000) $9,004 Shares 96,671 Est. Cost $46.16 Unrealized +63.2%
CVX CHEVRON CORP 0.9%
Value ($000) $8,974 Shares 106,265 Est. Cost $71.69 Unrealized -9.3%
VWO VANGUARD FTSE EMERGING MKTS 0.9%
Value ($000) $8,961 Shares 178,831 Est. Cost $39.51 Unrealized
USB U.S. BANCORP 0.9%
Value ($000) $8,837 Shares 189,668 Est. Cost $25.43 Unrealized +33.1%
HD HOME DEPOT 0.9%
Value ($000) $8,776 Shares 33,040 Est. Cost $93.97 Unrealized +158.0%
MDT MEDTRONIC PLC 0.9%
Value ($000) $8,703 Shares 74,298 Est. Cost $65.14 Unrealized +46.0%
APD AIR PRODS & CHEM 0.9%
Value ($000) $8,496 Shares 31,096 Est. Cost $78.88 Unrealized +213.9%
PFE PFIZER INC 0.9%
Value ($000) $8,380 Shares 227,654 Est. Cost $18.67 Unrealized +53.4%
PH PARKER-HANNIFIN 0.9%
Value ($000) $8,313 Shares 30,516 Est. Cost $93.39 Unrealized +147.7%
CL COLGATE-PALMOLIVE 0.8%
Value ($000) $7,755 Shares 90,688 Est. Cost $46.67 Unrealized +57.3%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $7,557 Shares 94,031 Est. Cost $41.15 Unrealized +62.4%
VNQ VANGUARD REAL ESTATE 0.7%
Value ($000) $7,214 Shares 84,944 Est. Cost $71.60 Unrealized
CB CHUBB LTD 0.7%
Value ($000) $7,041 Shares 45,744 Est. Cost $99.88 Unrealized +30.2%
SO SOUTHERN CO 0.7%
Value ($000) $6,884 Shares 112,056 Est. Cost $28.85 Unrealized +71.6%
T AT&T 0.7%
Value ($000) $6,831 Shares 237,515 Est. Cost $13.12 Unrealized +17.2%
KMB KIMBERLY-CLARK 0.7%
Value ($000) $6,374 Shares 47,271 Est. Cost $70.67 Unrealized +64.1%
SPY SPDR S&P 500 0.7%
Value ($000) $6,359 Shares 17,009 Est. Cost $197.87 Unrealized
IBM INTL BUS MACHINES 0.7%
Value ($000) $6,342 Shares 50,379 Est. Cost $111.36 Unrealized -16.1%
XOM EXXON MOBIL 0.6%
Value ($000) $6,167 Shares 149,620 Est. Cost $53.73 Unrealized -43.5%
CARR CARRIER GLOBAL CORP 0.5%
Value ($000) $5,293 Shares 140,317 Est. Cost $18.10 Unrealized +86.8%
DE DEERE & CO 0.5%
Value ($000) $5,280 Shares 19,624 Est. Cost $72.11 Unrealized +221.9%
CVS CVS HEALTH CORP 0.5%
Value ($000) $4,997 Shares 73,166 Est. Cost $51.80 Unrealized +6.6%
BMY BRISTOL MYERS SQ 0.5%
Value ($000) $4,842 Shares 78,053 Est. Cost $33.78 Unrealized +48.1%
COST COSTCO COS INC 0.5%
Value ($000) $4,739 Shares 12,577 Est. Cost $160.42 Unrealized +116.5%
COF CAPITAL ONE FINL 0.5%
Value ($000) $4,656 Shares 47,097 Est. Cost $65.55 Unrealized +18.5%
CAT CATERPILLAR INC 0.5%
Value ($000) $4,590 Shares 25,215 Est. Cost $65.46 Unrealized +135.2%
XLK TECHNOLOGY SELECT SPDR 0.5%
Value ($000) $4,520 Shares 34,765 Est. Cost $43.75 Unrealized
XYL XYLEM INC 0.5%
Value ($000) $4,508 Shares 44,291 Est. Cost $42.51 Unrealized +108.4%
MINT PIMCO ENHANCED SHORT MATURITY 0.5%
Value ($000) $4,472 Shares 43,828 Est. Cost $101.79 Unrealized
UNILEVER PLC 0.4%
Value ($000) $4,304 Shares 71,301 Est. Cost $59.99 Unrealized
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $3,844 Shares 56,913 Est. Cost $47.48 Unrealized +26.5%
IEFA ISHARES CORE MSCI EAFE 0.4%
Value ($000) $3,560 Shares 51,529 Est. Cost $63.46 Unrealized
MET METLIFE INC 0.3%
Value ($000) $3,135 Shares 66,775 Est. Cost $29.44 Unrealized +25.7%
NDAQ NASDAQ INC 0.3%
Value ($000) $2,970 Shares 22,371 Est. Cost $39.45 Unrealized 0.0%
FLOT ISHARES FLOATING RATE NOTE 0.3%
Value ($000) $2,945 Shares 58,060 Est. Cost $50.92 Unrealized
WFC WELLS FARGO & CO 0.3%
Value ($000) $2,874 Shares 95,235 Est. Cost $28.57 Unrealized -19.4%
IGSB ISHARES SHORT TERM CORP BD 0.3%
Value ($000) $2,701 Shares 48,954 Est. Cost $53.46 Unrealized
ACN ACCENTURE PLC 0.3%
Value ($000) $2,619 Shares 10,028 Est. Cost $79.71 Unrealized +179.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $2,596 Shares 22,152 Est. Cost $114.44 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $2,208 Shares 21,983 Est. Cost $57.18 Unrealized +48.3%
INVESCO BULLETSHARES 2022 CORP 0.2%
Value ($000) $2,131 Shares 97,995 Est. Cost $21.76 Unrealized
INVESCO BULLETSHARES 2021 CORP 0.2%
Value ($000) $2,080 Shares 98,075 Est. Cost $21.27 Unrealized
GLAXOSMITHKLINE ADR 0.2%
Value ($000) $2,068 Shares 56,197 Est. Cost $45.80 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.2%
Value ($000) $2,028 Shares 34,750 Est. Cost $49.14 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,001 Shares 24,462 Est. Cost $41.51 Unrealized +56.2%
XLV HEALTH CARE SELECT SPDR 0.2%
Value ($000) $1,932 Shares 17,032 Est. Cost $76.41 Unrealized
PEG PUB SVC ENTRPRS 0.2%
Value ($000) $1,912 Shares 32,791 Est. Cost $35.18 Unrealized +39.1%
ROYAL DUTCH SHELL CL A 0.2%
Value ($000) $1,704 Shares 48,486 Est. Cost $63.34 Unrealized
FMC FMC CORP 0.2%
Value ($000) $1,677 Shares 14,588 Est. Cost $45.37 Unrealized +108.9%
BK BANK OF NEW YORK MELLON 0.2%
Value ($000) $1,661 Shares 39,138 Est. Cost $27.58 Unrealized +20.3%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $1,655 Shares 13,689 Est. Cost $68.19 Unrealized +52.3%
DOV DOVER CORP 0.2%
Value ($000) $1,630 Shares 12,910 Est. Cost $44.71 Unrealized +148.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,574 Shares 39,355 Est. Cost $43.11 Unrealized -28.7%
KMX CARMAX 0.2%
Value ($000) $1,566 Shares 16,579 Est. Cost $62.49 Unrealized +50.1%
IJR ISHARES CORE S&P SMALL CAP 0.2%
Value ($000) $1,485 Shares 16,157 Est. Cost $61.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.1%
Value ($000) $1,456 Shares 10,646 Est. Cost $120.32 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $1,390 Shares 128,739 Est. Cost $22.61 Unrealized
SLB SCHLUMBERGER 0.1%
Value ($000) $1,296 Shares 59,367 Est. Cost $50.66 Unrealized -66.7%
BLACKROCK INC 0.1%
Value ($000) $1,293 Shares 1,792 Est. Cost $326.09 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $1,270 Shares 6,099 Est. Cost $190.21 Unrealized -5.7%
XLF FINANCIALS SELECT SPDR 0.1%
Value ($000) $1,264 Shares 42,870 Est. Cost $22.46 Unrealized
DELL DELL TECH CL C 0.1%
Value ($000) $1,258 Shares 17,160 Est. Cost $24.16 Unrealized +32.2%
DD DUPONT DE NEMOURS 0.1%
Value ($000) $1,186 Shares 16,673 Est. Cost $27.24 Unrealized -12.9%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $1,186 Shares 4,917 Est. Cost $82.51 Unrealized
XLY CONSUMER DISCRETIONARY SELECT 0.1%
Value ($000) $1,125 Shares 6,999 Est. Cost $93.65 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $1,112 Shares 2,387 Est. Cost $261.95 Unrealized +76.6%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1,112 Shares 13,431 Est. Cost $54.79 Unrealized +10.1%
EFA ISHARES MSCI EAFE 0.1%
Value ($000) $1,093 Shares 14,975 Est. Cost $59.06 Unrealized
VAW VANGUARD MATERIALS 0.1%
Value ($000) $1,087 Shares 6,922 Est. Cost $88.87 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,052 Shares 25,661 Est. Cost $26.45 Unrealized +0.9%
BERKSHIRE HATHAWAY CL A 1/100 0.1%
Value ($000) $1,043 Shares 3 Est. Cost $225555.56 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $980 Shares 2,772 Est. Cost $14.69 Unrealized +462.5%
AMZN AMAZON.COM INC 0.1%
Value ($000) $961 Shares 295 Est. Cost $84.52 Unrealized +88.8%
GNR SPDR S&P GLOBAL NATURAL RESOUR 0.1%
Value ($000) $950 Shares 21,210 Est. Cost $44.97 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $894 Shares 2,721 Est. Cost $96.34 Unrealized +235.5%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $884 Shares 2,520 Est. Cost $122.89 Unrealized +150.8%
XLP CONSUMER STAPLES SELECT SPDR 0.1%
Value ($000) $874 Shares 12,955 Est. Cost $53.86 Unrealized
CSX CSX CORP 0.1%
Value ($000) $873 Shares 9,621 Est. Cost $24.73 Unrealized +8.4%
NESTLE SA ORD 0.1%
Value ($000) $807 Shares 6,659 Est. Cost $66.33 Unrealized
CERNER CORP 0.1%
Value ($000) $802 Shares 10,220 Est. Cost $69.63 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $797 Shares 5,489 Est. Cost $98.28 Unrealized +31.5%
BIV VANGUARD INT TRM BOND 0.1%
Value ($000) $775 Shares 8,350 Est. Cost $90.11 Unrealized
UPS UNITED PARCEL SERVICE B 0.1%
Value ($000) $759 Shares 4,507 Est. Cost $73.40 Unrealized +86.5%
CLX CLOROX CO 0.1%
Value ($000) $748 Shares 3,704 Est. Cost $60.00 Unrealized +193.9%
TXN TEXAS INSTR 0.1%
Value ($000) $744 Shares 4,530 Est. Cost $103.88 Unrealized +29.6%
ALB ALBEMARLE CORP 0.1%
Value ($000) $714 Shares 4,841 Est. Cost $65.92 Unrealized +69.4%
UNP UNION PACIFIC 0.1%
Value ($000) $710 Shares 3,411 Est. Cost $89.79 Unrealized +98.3%
NSRGY NESTLE S.A. SPONS ADR 0.1%
Value ($000) $696 Shares 5,907 Est. Cost $75.34 Unrealized
MDLZ MONDELEZ INTL 0.1%
Value ($000) $641 Shares 10,957 Est. Cost $32.65 Unrealized +53.6%
ZBH ZIMMER BIOMET HLDGS 0.1%
Value ($000) $601 Shares 3,902 Est. Cost $92.25 Unrealized +46.7%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $600 Shares 1,912 Est. Cost $213.21 Unrealized
DOW DOW CHEMICAL COMPANY 0.1%
Value ($000) $585 Shares 10,539 Est. Cost $36.43 Unrealized +7.1%
XLI INDUSTRIALS SELECT SPDR 0.1%
Value ($000) $580 Shares 6,547 Est. Cost $57.27 Unrealized
TRV THE TRAVELERS CO 0.1%
Value ($000) $573 Shares 4,083 Est. Cost $79.16 Unrealized +46.1%
HEDJ WISDOMTREE EUROPE HEDGED EQ FD 0.1%
Value ($000) $572 Shares 8,624 Est. Cost $58.03 Unrealized
IWR ISHARES RUSSELL MIDCAP 0.1%
Value ($000) $555 Shares 8,092 Est. Cost $63.65 Unrealized
DVY ISHARES SELECT DIVIDEND 0.1%
Value ($000) $551 Shares 5,724 Est. Cost $71.22 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.1%
Value ($000) $546 Shares 4,619 Est. Cost $113.42 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $544 Shares 5,012 Est. Cost $46.75 Unrealized +98.4%
ROYAL DUTCH SHELL CL B 0.1%
Value ($000) $538 Shares 16,009 Est. Cost $59.54 Unrealized
INVESCO BULLETSHARES 2023 CORP 0.1%
Value ($000) $532 Shares 24,300 Est. Cost $21.83 Unrealized
IJK ISHARES S&P MIDCAP GROWTH 0.1%
Value ($000) $519 Shares 7,180 Est. Cost $86.93 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $518 Shares 1,698 Est. Cost $98.95 Unrealized +166.3%
BAC BANK OF AMERICA 0.1%
Value ($000) $514 Shares 16,949 Est. Cost $17.26 Unrealized +37.1%
IJJ ISHARES S&P MIDCAP VALUE 0.1%
Value ($000) $511 Shares 5,925 Est. Cost $95.64 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $504 Shares 2,824 Est. Cost $126.75 Unrealized
MDY SPDR S&P MIDCAP 400 0.1%
Value ($000) $504 Shares 1,200 Est. Cost $215.47 Unrealized
EEM ISHARES MSCI EMERGING MKTS 0.1%
Value ($000) $498 Shares 9,647 Est. Cost $38.92 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY 0.0%
Value ($000) $481 Shares 7,499 Est. Cost $54.72 Unrealized
AOS A.O. SMITH CORP 0.0%
Value ($000) $477 Shares 8,700 Est. Cost $35.18 Unrealized +42.9%
VTRS VIATRIS 0.0%
Value ($000) $470 Shares 25,068 Est. Cost $13.33 Unrealized 0.0%
MKC MCCORMICK & CO 0.0%
Value ($000) $453 Shares 4,736 Est. Cost $81.47 Unrealized +4.1%
WMT WAL-MART 0.0%
Value ($000) $447 Shares 3,103 Est. Cost $29.79 Unrealized +51.9%
GOOG ALPHABET CLASS C 0.0%
Value ($000) $441 Shares 252 Est. Cost $65.23 Unrealized +28.4%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $430 Shares 7,910 Est. Cost $48.99 Unrealized
ADBE ADOBE SYSTEMS 0.0%
Value ($000) $423 Shares 845 Est. Cost $294.23 Unrealized +64.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $410 Shares 4,403 Est. Cost $40.75 Unrealized +88.8%
V VISA INC 0.0%
Value ($000) $407 Shares 1,860 Est. Cost $163.97 Unrealized +20.3%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $402 Shares 2,655 Est. Cost $120.67 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $383 Shares 4,186 Est. Cost $50.31 Unrealized +50.4%
PNC PNC FINANCIAL SERVICES 0.0%
Value ($000) $378 Shares 2,535 Est. Cost $117.06 Unrealized -9.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $376 Shares 6,396 Est. Cost $33.12 Unrealized +53.5%
AIT APPLIED INDL TECH 0.0%
Value ($000) $370 Shares 4,740 Est. Cost $39.90 Unrealized +66.9%
HPQ HP INC 0.0%
Value ($000) $366 Shares 14,876 Est. Cost $10.64 Unrealized +65.5%
IEV ISHARES S&P EURO 350 0.0%
Value ($000) $365 Shares 7,625 Est. Cost $43.40 Unrealized
AMCOR PLC 0.0%
Value ($000) $365 Shares 31,016 Est. Cost $7.49 Unrealized +23.2%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $364 Shares 2,524 Est. Cost $112.51 Unrealized +12.0%
NEU NEWMARKET CORP 0.0%
Value ($000) $354 Shares 890 Est. Cost $386.55 Unrealized -13.7%
SJM JM SMUCKER CO 0.0%
Value ($000) $347 Shares 3,004 Est. Cost $79.36 Unrealized +23.7%
VT VANGUARD TOTAL WORLD STOCK 0.0%
Value ($000) $347 Shares 3,750 Est. Cost $75.16 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $319 Shares 8,238 Est. Cost $25.02 Unrealized +34.9%
NVS NOVARTIS A G ADR 0.0%
Value ($000) $317 Shares 3,353 Est. Cost $72.25 Unrealized
HON HONEYWELL INTL 0.0%
Value ($000) $316 Shares 1,487 Est. Cost $136.86 Unrealized +19.6%
ITT ITT INC 0.0%
Value ($000) $314 Shares 4,075 Est. Cost $52.99 Unrealized +31.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $312 Shares 2,914 Est. Cost $66.39 Unrealized +28.3%
VONV VANGUARD RUSSELL 1000 VALUE 0.0%
Value ($000) $306 Shares 2,550 Est. Cost $120.00 Unrealized
AMGN AMGEN 0.0%
Value ($000) $303 Shares 1,320 Est. Cost $183.32 Unrealized +7.1%
XLE ENERGY SELECT SPDR 0.0%
Value ($000) $299 Shares 7,880 Est. Cost $43.12 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $291 Shares 1,002 Est. Cost $211.12 Unrealized +26.9%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $290 Shares 1,012 Est. Cost $206.52 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $289 Shares 1,113 Est. Cost $180.94 Unrealized +38.8%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $286 Shares 547 Est. Cost $8.06 Unrealized +65.6%
VTEB VANGUARD TAX-EXEMPT BOND 0.0%
Value ($000) $276 Shares 4,994 Est. Cost $52.99 Unrealized
BP BP PLC 0.0%
Value ($000) $269 Shares 13,095 Est. Cost $39.88 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $268 Shares 1,146 Est. Cost $137.88 Unrealized +49.9%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $266 Shares 2,200 Est. Cost $86.44 Unrealized +22.3%
VOO VANGUARD S&P 500 0.0%
Value ($000) $264 Shares 767 Est. Cost $285.42 Unrealized
AMAT APPLIED MATERIAL 0.0%
Value ($000) $263 Shares 3,047 Est. Cost $70.69 Unrealized 0.0%
RSP INVESCO S&P 500 EQ WT 0.0%
Value ($000) $260 Shares 2,040 Est. Cost $101.69 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $255 Shares 1,400 Est. Cost $97.65 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $237 Shares 200 Est. Cost $1053.52 Unrealized +9.9%
AFL AFLAC 0.0%
Value ($000) $234 Shares 5,260 Est. Cost $31.58 Unrealized +15.0%
EWJ ISHARES MSCI JAPAN 0.0%
Value ($000) $232 Shares 3,437 Est. Cost $59.06 Unrealized
IWB ISHARES RUSSELL 1000 0.0%
Value ($000) $231 Shares 1,089 Est. Cost $186.83 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $231 Shares 1,018 Est. Cost $174.85 Unrealized +13.4%
ELV ANTHEM INC 0.0%
Value ($000) $231 Shares 719 Est. Cost $286.17 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX 0.0%
Value ($000) $223 Shares 882 Est. Cost $227.89 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $221 Shares 4,850 Est. Cost $41.17 Unrealized 0.0%
MRSH MARSH & MCLENNAN CO 0.0%
Value ($000) $220 Shares 1,884 Est. Cost $93.00 Unrealized +13.2%
PSX PHILLIPS 66 0.0%
Value ($000) $216 Shares 3,094 Est. Cost $47.97 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MKT 0.0%
Value ($000) $215 Shares 1,104 Est. Cost $156.52 Unrealized
FNDX SCHWAB FUND US LARGE CO 0.0%
Value ($000) $209 Shares 4,625 Est. Cost $45.19 Unrealized
XLU UTILITIES SELECT SPDR 0.0%
Value ($000) $206 Shares 3,292 Est. Cost $62.58 Unrealized
LLY LILLY (ELI) & CO 0.0%
Value ($000) $206 Shares 1,220 Est. Cost $141.36 Unrealized 0.0%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $206 Shares 2,505 Est. Cost $72.62 Unrealized +6.6%
HSY HERSHEY FOODS 0.0%
Value ($000) $202 Shares 1,323 Est. Cost $130.99 Unrealized 0.0%
ISHARES GOLD TRUST 0.0%
Value ($000) $190 Shares 10,488 Est. Cost $18.12 Unrealized
HPE HEWLETT-PACKARD ENTERPRISE 0.0%
Value ($000) $183 Shares 15,482 Est. Cost $7.04 Unrealized +27.8%
DVN DEVON ENERGY 0.0%
Value ($000) $178 Shares 11,244 Est. Cost $31.01 Unrealized -69.3%
MEDALIST DIVERSIFIED REIT 0.0%
Value ($000) $43 Shares 19,618 Est. Cost $2.19 Unrealized