STRATEGY ASSET MANAGERS LLC Diversified Active

CIK: 0001166716 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 3, 2020

Total Value ($000): $385,604 (100.0% shares, 0.0% debt)

Holdings (223)

MSFT MICROSOFT CORP 3.3%
Value ($000) $12,746 Shares 60,597 Est. Cost $36.94 Unrealized +443.4%
LMT LOCKHEED MARTIN CORP 3.1%
Value ($000) $11,838 Shares 30,885 Est. Cost $81.75 Unrealized +302.5%
NEM NEWMONT GOLDCORP CORPORATION 3.0%
Value ($000) $11,582 Shares 182,546 Est. Cost $38.10 Unrealized +44.7%
MRK MERCK & CO INC 2.6%
Value ($000) $10,086 Shares 121,590 Est. Cost $32.32 Unrealized +104.0%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $9,680 Shares 65,022 Est. Cost $61.27 Unrealized +107.3%
GOOGL ALPHABET INC 2.4%
Value ($000) $9,279 Shares 6,331 Est. Cost $64.02 Unrealized +18.1%
HON HONEYWELL INTL INC 2.1%
Value ($000) $8,159 Shares 49,568 Est. Cost $75.27 Unrealized +77.0%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $8,000 Shares 83,095 Est. Cost $108.67 Unrealized -21.4%
PFE PFIZER INC 2.1%
Value ($000) $7,996 Shares 217,886 Est. Cost $20.36 Unrealized +33.1%
CSCO CISCO SYS INC 2.1%
Value ($000) $7,927 Shares 201,245 Est. Cost $38.56 Unrealized -3.9%
DIS DISNEY WALT CO 2.0%
Value ($000) $7,785 Shares 62,741 Est. Cost $59.73 Unrealized +104.5%
EMR EMERSON ELEC CO 1.9%
Value ($000) $7,489 Shares 114,215 Est. Cost $47.50 Unrealized +23.7%
MCHP MICROCHIP TECHNOLOGY INC 1.9%
Value ($000) $7,224 Shares 70,301 Est. Cost $23.72 Unrealized +97.4%
AAPL APPLE INC 1.9%
Value ($000) $7,157 Shares 61,796 Est. Cost $91.36 Unrealized +16.0%
META FACEBOOK INC 1.8%
Value ($000) $7,065 Shares 26,975 Est. Cost $204.27 Unrealized +25.4%
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $6,994 Shares 20,884 Est. Cost $319.89 Unrealized
AON AON PLC 1.8%
Value ($000) $6,920 Shares 33,544 Est. Cost $178.56 Unrealized +7.4%
BHP GROUP PLC 1.8%
Value ($000) $6,861 Shares 160,838 Est. Cost $41.15 Unrealized
MAXIM INTEGRATED PRODS INC 1.8%
Value ($000) $6,765 Shares 100,053 Est. Cost $61.52 Unrealized
DEO DIAGEO P L C 1.7%
Value ($000) $6,452 Shares 46,874 Est. Cost $168.41 Unrealized
SHY ISHARES TR 1.6%
Value ($000) $6,288 Shares 72,684 Est. Cost $86.29 Unrealized
BDX BECTON DICKINSON & CO 1.6%
Value ($000) $6,012 Shares 25,837 Est. Cost $206.98 Unrealized +8.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $5,778 Shares 27,134 Est. Cost $205.86 Unrealized -0.6%
AJG GALLAGHER ARTHUR J & CO 1.4%
Value ($000) $5,330 Shares 50,486 Est. Cost $58.80 Unrealized +66.1%
ICE INTERCONTINENTAL EXCHANGE IN 1.4%
Value ($000) $5,329 Shares 53,261 Est. Cost $84.04 Unrealized +9.4%
HD HOME DEPOT INC 1.4%
Value ($000) $5,210 Shares 18,759 Est. Cost $189.52 Unrealized +25.4%
SONY SONY CORP 1.3%
Value ($000) $5,201 Shares 67,762 Est. Cost $76.75 Unrealized
TGT TARGET CORP 1.3%
Value ($000) $5,152 Shares 32,729 Est. Cost $99.35 Unrealized +19.4%
TXN TEXAS INSTRS INC 1.3%
Value ($000) $5,095 Shares 35,678 Est. Cost $45.28 Unrealized +158.0%
EL LAUDER ESTEE COS INC 1.3%
Value ($000) $4,959 Shares 22,722 Est. Cost $171.60 Unrealized +11.2%
GD GENERAL DYNAMICS CORP 1.2%
Value ($000) $4,592 Shares 33,172 Est. Cost $107.11 Unrealized +22.3%
MBB ISHARES TR 1.2%
Value ($000) $4,462 Shares 40,410 Est. Cost $110.42 Unrealized
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $4,123 Shares 89,135 Est. Cost $37.47 Unrealized +0.4%
FTSM FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $4,081 Shares 68,000 Est. Cost $60.01 Unrealized
WMT WALMART INC 1.0%
Value ($000) $3,919 Shares 28,012 Est. Cost $25.55 Unrealized +61.7%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $3,850 Shares 64,722 Est. Cost $42.74 Unrealized -0.4%
MDT MEDTRONIC PLC 1.0%
Value ($000) $3,797 Shares 36,542 Est. Cost $92.57 Unrealized -6.8%
DLR DIGITAL RLTY TR INC 1.0%
Value ($000) $3,696 Shares 25,180 Est. Cost $108.22 Unrealized +14.7%
SHV ISHARES TR 0.9%
Value ($000) $3,645 Shares 32,927 Est. Cost $110.70 Unrealized
CB CHUBB LIMITED 0.9%
Value ($000) $3,602 Shares 31,022 Est. Cost $138.44 Unrealized -16.4%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $2,979 Shares 10,720 Est. Cost $218.76 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $2,897 Shares 55,946 Est. Cost $41.85 Unrealized +11.2%
IGSB ISHARES TR 0.7%
Value ($000) $2,773 Shares 50,488 Est. Cost $54.86 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $2,491 Shares 24,420 Est. Cost $79.69 Unrealized +11.9%
DHR DANAHER CORPORATION 0.6%
Value ($000) $2,324 Shares 10,792 Est. Cost $108.97 Unrealized +59.4%
AMZN AMAZON COM INC 0.6%
Value ($000) $2,242 Shares 712 Est. Cost $99.89 Unrealized +57.8%
FTCS FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $2,169 Shares 34,281 Est. Cost $63.27 Unrealized
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $2,156 Shares 24,347 Est. Cost $52.83 Unrealized +26.3%
NGG NATIONAL GRID PLC 0.5%
Value ($000) $2,030 Shares 35,129 Est. Cost $62.10 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $1,656 Shares 14,028 Est. Cost $112.36 Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $1,656 Shares 5,561 Est. Cost $198.60 Unrealized +26.8%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,648 Shares 3,733 Est. Cost $240.12 Unrealized +69.7%
SYY SYSCO CORP 0.4%
Value ($000) $1,581 Shares 25,400 Est. Cost $35.70 Unrealized +41.2%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,546 Shares 4,355 Est. Cost $290.97 Unrealized +6.2%
PEP PEPSICO INC 0.4%
Value ($000) $1,504 Shares 10,851 Est. Cost $99.35 Unrealized +15.9%
IYW ISHARES TR 0.4%
Value ($000) $1,400 Shares 4,650 Est. Cost $254.34 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $1,388 Shares 9,380 Est. Cost $124.73 Unrealized +16.9%
GLAXOSMITHKLINE PLC 0.3%
Value ($000) $1,257 Shares 33,395 Est. Cost $46.76 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,235 Shares 3,673 Est. Cost $321.09 Unrealized
MA MASTERCARD INC 0.3%
Value ($000) $1,227 Shares 3,630 Est. Cost $299.91 Unrealized +5.3%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,212 Shares 10,705 Est. Cost $71.53 Unrealized +41.7%
SO SOUTHERN CO 0.3%
Value ($000) $1,205 Shares 22,226 Est. Cost $35.76 Unrealized +21.8%
SPIB SPDR SERIES TRUST 0.3%
Value ($000) $1,202 Shares 32,694 Est. Cost $35.40 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $1,156 Shares 36,729 Est. Cost $35.86 Unrealized
MSCI MSCI INC 0.3%
Value ($000) $1,132 Shares 3,172 Est. Cost $298.83 Unrealized +15.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,108 Shares 15,384 Est. Cost $73.64 Unrealized -9.7%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,108 Shares 13,518 Est. Cost $57.71 Unrealized +28.7%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,105 Shares 5,605 Est. Cost $175.84 Unrealized +6.9%
BX BLACKSTONE GROUP INC 0.3%
Value ($000) $1,097 Shares 21,015 Est. Cost $42.09 Unrealized +5.7%
ADBE ADOBE INC 0.3%
Value ($000) $1,032 Shares 2,105 Est. Cost $441.80 Unrealized +5.3%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $1,013 Shares 10,451 Est. Cost $76.96 Unrealized +1.5%
V VISA INC 0.3%
Value ($000) $991 Shares 4,955 Est. Cost $186.85 Unrealized +2.9%
CCI CROWN CASTLE INTL CORP NEW 0.3%
Value ($000) $988 Shares 5,936 Est. Cost $127.95 Unrealized +0.9%
SNPS SYNOPSYS INC 0.3%
Value ($000) $972 Shares 4,540 Est. Cost $145.24 Unrealized +40.2%
XEL XCEL ENERGY INC 0.2%
Value ($000) $958 Shares 13,882 Est. Cost $57.55 Unrealized 0.0%
IEFA ISHARES TR 0.2%
Value ($000) $924 Shares 15,327 Est. Cost $55.68 Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $920 Shares 4,375 Est. Cost $183.33 Unrealized +3.1%
EFA ISHARES TR 0.2%
Value ($000) $901 Shares 14,161 Est. Cost $68.21 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $888 Shares 5,435 Est. Cost $150.45 Unrealized
IXN ISHARES TR 0.2%
Value ($000) $885 Shares 3,355 Est. Cost $210.23 Unrealized
TMUS T MOBILE US INC 0.2%
Value ($000) $881 Shares 7,698 Est. Cost $107.09 Unrealized 0.0%
AMGN AMGEN INC 0.2%
Value ($000) $874 Shares 3,437 Est. Cost $185.15 Unrealized +13.2%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $865 Shares 8,113 Est. Cost $105.21 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $850 Shares 10,666 Est. Cost $66.33 Unrealized -2.7%
ECL ECOLAB INC 0.2%
Value ($000) $828 Shares 4,141 Est. Cost $186.92 Unrealized +0.8%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $820 Shares 5,042 Est. Cost $162.44 Unrealized 0.0%
GLW CORNING INC 0.2%
Value ($000) $814 Shares 25,131 Est. Cost $18.98 Unrealized +40.5%
NVDA NVIDIA CORP 0.2%
Value ($000) $813 Shares 1,502 Est. Cost $8.32 Unrealized +39.4%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $803 Shares 1,435 Est. Cost $592.45 Unrealized +1.8%
LQD ISHARES TR 0.2%
Value ($000) $790 Shares 5,866 Est. Cost $134.44 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $789 Shares 5,677 Est. Cost $78.54 Unrealized +48.1%
PWB INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $788 Shares 12,728 Est. Cost $52.74 Unrealized
JACOBS ENGR GROUP INC 0.2%
Value ($000) $770 Shares 8,298 Est. Cost $92.79 Unrealized
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $769 Shares 4,087 Est. Cost $188.16 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $768 Shares 8,544 Est. Cost $87.28 Unrealized
IDXX IDEXX LABS INC 0.2%
Value ($000) $767 Shares 1,953 Est. Cost $369.71 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $766 Shares 45,865 Est. Cost $16.48 Unrealized 0.0%
WMB WILLIAMS COS INC DEL 0.2%
Value ($000) $753 Shares 38,312 Est. Cost $15.40 Unrealized 0.0%
INTU INTUIT 0.2%
Value ($000) $746 Shares 2,285 Est. Cost $302.64 Unrealized 0.0%
KMX CARMAX INC 0.2%
Value ($000) $729 Shares 7,922 Est. Cost $99.89 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $728 Shares 3,315 Est. Cost $154.14 Unrealized +17.7%
NDAQ NASDAQ INC 0.2%
Value ($000) $727 Shares 5,926 Est. Cost $39.57 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC 0.2%
Value ($000) $707 Shares 2,971 Est. Cost $246.63 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $703 Shares 6,359 Est. Cost $111.00 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $700 Shares 4,372 Est. Cost $134.16 Unrealized 0.0%
EQIX EQUINIX INC 0.2%
Value ($000) $697 Shares 917 Est. Cost $683.55 Unrealized 0.0%
CERNER CORP 0.2%
Value ($000) $685 Shares 9,478 Est. Cost $72.27 Unrealized
EFX EQUIFAX INC 0.2%
Value ($000) $681 Shares 4,344 Est. Cost $157.47 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $678 Shares 5,923 Est. Cost $106.55 Unrealized 0.0%
NEAR ISHARES US ETF TR 0.2%
Value ($000) $678 Shares 13,527 Est. Cost $50.23 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $678 Shares 6,268 Est. Cost $83.94 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $674 Shares 542 Est. Cost $16.13 Unrealized +49.4%
FTC FIRST TR LRG CP GRWTH ALPHAD 0.2%
Value ($000) $667 Shares 7,941 Est. Cost $74.37 Unrealized
STE STERIS PLC 0.2%
Value ($000) $645 Shares 3,662 Est. Cost $143.55 Unrealized +6.2%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $640 Shares 12,210 Est. Cost $58.59 Unrealized
SAM BOSTON BEER INC 0.2%
Value ($000) $626 Shares 709 Est. Cost $484.26 Unrealized +63.1%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $610 Shares 7,368 Est. Cost $81.75 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $595 Shares 4,707 Est. Cost $123.21 Unrealized
SHYG ISHARES TR 0.2%
Value ($000) $591 Shares 13,441 Est. Cost $43.42 Unrealized
EBAY EBAY INC 0.2%
Value ($000) $585 Shares 11,241 Est. Cost $50.23 Unrealized 0.0%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $567 Shares 6,134 Est. Cost $104.08 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $556 Shares 3,362 Est. Cost $119.06 Unrealized +23.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $553 Shares 1,993 Est. Cost $50.41 Unrealized +19.6%
ISHARES GOLD TRUST 0.1%
Value ($000) $553 Shares 30,732 Est. Cost $15.62 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $548 Shares 373 Est. Cost $65.22 Unrealized +16.1%
FEP FIRST TR EXCH TRD ALPHA FD I 0.1%
Value ($000) $544 Shares 16,378 Est. Cost $35.30 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $531 Shares 19,003 Est. Cost $26.35 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $529 Shares 4,560 Est. Cost $116.01 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $525 Shares 6,260 Est. Cost $81.84 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $523 Shares 14,676 Est. Cost $35.64 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $508 Shares 4,660 Est. Cost $77.17 Unrealized +19.7%
IJR ISHARES TR 0.1%
Value ($000) $507 Shares 7,208 Est. Cost $76.62 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $507 Shares 2,736 Est. Cost $205.77 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $504 Shares 1,614 Est. Cost $250.45 Unrealized +12.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $498 Shares 4,722 Est. Cost $94.40 Unrealized
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $492 Shares 2,539 Est. Cost $158.00 Unrealized +17.8%
IUSB ISHARES TR 0.1%
Value ($000) $479 Shares 8,802 Est. Cost $52.09 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $470 Shares 10,664 Est. Cost $42.42 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $464 Shares 8,078 Est. Cost $46.53 Unrealized +4.4%
SYK STRYKER CORP 0.1%
Value ($000) $459 Shares 2,201 Est. Cost $179.48 Unrealized +2.3%
NKE NIKE INC 0.1%
Value ($000) $458 Shares 3,649 Est. Cost $86.82 Unrealized +14.8%
WRB BERKLEY W R CORP 0.1%
Value ($000) $450 Shares 7,356 Est. Cost $26.24 Unrealized -7.6%
EMB ISHARES TR 0.1%
Value ($000) $447 Shares 4,034 Est. Cost $109.25 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $445 Shares 1,428 Est. Cost $244.58 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $438 Shares 5,449 Est. Cost $57.82 Unrealized +30.1%
MS MORGAN STANLEY 0.1%
Value ($000) $429 Shares 8,872 Est. Cost $39.09 Unrealized +8.8%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $421 Shares 604 Est. Cost $173.70 Unrealized +19.9%
BLACKROCK INC 0.1%
Value ($000) $420 Shares 746 Est. Cost $503.11 Unrealized
VFC V F CORP 0.1%
Value ($000) $413 Shares 5,873 Est. Cost $81.53 Unrealized -20.8%
XBI SPDR SERIES TRUST 0.1%
Value ($000) $413 Shares 3,712 Est. Cost $81.70 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $411 Shares 2,469 Est. Cost $80.57 Unrealized +45.6%
TER TERADYNE INC 0.1%
Value ($000) $395 Shares 4,976 Est. Cost $16.03 Unrealized +417.7%
DWX SPDR INDEX SHS FDS 0.1%
Value ($000) $395 Shares 11,717 Est. Cost $40.23 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $393 Shares 16,294 Est. Cost $23.25 Unrealized -6.1%
AADR ADVISORSHARES TR 0.1%
Value ($000) $391 Shares 7,072 Est. Cost $53.87 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $388 Shares 3,640 Est. Cost $68.93 Unrealized +31.5%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $381 Shares 4,985 Est. Cost $68.45 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $381 Shares 2,107 Est. Cost $78.27 Unrealized +16.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $377 Shares 3,770 Est. Cost $95.20 Unrealized -3.5%
CWB SPDR SERIES TRUST 0.1%
Value ($000) $371 Shares 5,379 Est. Cost $61.53 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $358 Shares 4,163 Est. Cost $68.48 Unrealized +3.4%
SMG SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $358 Shares 2,343 Est. Cost $110.70 Unrealized +13.5%
CHE CHEMED CORP NEW 0.1%
Value ($000) $356 Shares 741 Est. Cost $415.83 Unrealized +15.9%
HOPE HOPE BANCORP INC 0.1%
Value ($000) $355 Shares 46,767 Est. Cost $13.95 Unrealized -40.1%
STIP ISHARES TR 0.1%
Value ($000) $347 Shares 3,335 Est. Cost $104.05 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $344 Shares 1,120 Est. Cost $288.49 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $336 Shares 2,759 Est. Cost $111.45 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $325 Shares 1,725 Est. Cost $127.75 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $320 Shares 2,632 Est. Cost $96.93 Unrealized -3.2%
IYC ISHARES TR 0.1%
Value ($000) $319 Shares 1,275 Est. Cost $223.76 Unrealized
CMS CMS ENERGY CORP 0.1%
Value ($000) $316 Shares 5,138 Est. Cost $50.68 Unrealized +2.7%
FLOT ISHARES TR 0.1%
Value ($000) $314 Shares 6,174 Est. Cost $50.86 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $314 Shares 1,615 Est. Cost $87.66 Unrealized 0.0%
MASI MASIMO CORP 0.1%
Value ($000) $312 Shares 1,321 Est. Cost $219.47 Unrealized +2.1%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $305 Shares 3,727 Est. Cost $66.90 Unrealized +1.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $304 Shares 2,608 Est. Cost $80.24 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $304 Shares 487 Est. Cost $462.31 Unrealized +27.6%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $304 Shares 3,803 Est. Cost $72.85 Unrealized +7.1%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $300 Shares 1,072 Est. Cost $250.15 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $298 Shares 1,318 Est. Cost $175.62 Unrealized +20.9%
IEMG ISHARES INC 0.1%
Value ($000) $294 Shares 5,560 Est. Cost $49.47 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $290 Shares 1,232 Est. Cost $201.62 Unrealized +3.6%
CRM SALESFORCE COM INC 0.1%
Value ($000) $289 Shares 1,152 Est. Cost $216.28 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $289 Shares 1,741 Est. Cost $103.31 Unrealized +35.4%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $282 Shares 887 Est. Cost $228.66 Unrealized +24.3%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $282 Shares 1,889 Est. Cost $162.41 Unrealized -22.0%
IWF ISHARES TR 0.1%
Value ($000) $281 Shares 1,294 Est. Cost $191.65 Unrealized
GDX VANECK VECTORS ETF TR 0.1%
Value ($000) $276 Shares 7,052 Est. Cost $36.71 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $276 Shares 4,538 Est. Cost $60.82 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $266 Shares 3,554 Est. Cost $71.12 Unrealized -17.2%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $264 Shares 3,161 Est. Cost $67.29 Unrealized +3.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $262 Shares 2,229 Est. Cost $95.15 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $260 Shares 1,864 Est. Cost $143.66 Unrealized -13.0%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $258 Shares 1,309 Est. Cost $141.44 Unrealized +16.6%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $255 Shares 1,735 Est. Cost $127.96 Unrealized
MMM 3M CO 0.1%
Value ($000) $248 Shares 1,549 Est. Cost $102.42 Unrealized +7.8%
SJM SMUCKER J M CO 0.1%
Value ($000) $248 Shares 2,143 Est. Cost $93.45 Unrealized -0.0%
O REALTY INCOME CORP 0.1%
Value ($000) $247 Shares 4,051 Est. Cost $40.14 Unrealized +12.3%
EATON VANCE CORP 0.1%
Value ($000) $243 Shares 6,375 Est. Cost $38.69 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $241 Shares 4,181 Est. Cost $54.61 Unrealized -1.7%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $240 Shares 2,566 Est. Cost $85.22 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $237 Shares 335 Est. Cost $224.54 Unrealized 0.0%
IGRO ISHARES TR 0.1%
Value ($000) $235 Shares 4,298 Est. Cost $54.68 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $234 Shares 1,209 Est. Cost $143.70 Unrealized +16.4%
FV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $233 Shares 6,832 Est. Cost $32.20 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $229 Shares 5,306 Est. Cost $44.49 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $229 Shares 2,965 Est. Cost $62.63 Unrealized +7.5%
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $227 Shares 6,933 Est. Cost $30.87 Unrealized
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $222 Shares 4,436 Est. Cost $50.05 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $221 Shares 2,630 Est. Cost $73.10 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $219 Shares 609 Est. Cost $337.41 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $216 Shares 2,286 Est. Cost $66.35 Unrealized +15.3%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $213 Shares 2,194 Est. Cost $79.99 Unrealized +9.2%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $213 Shares 2,703 Est. Cost $92.70 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $213 Shares 637 Est. Cost $275.57 Unrealized +19.2%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $213 Shares 1,470 Est. Cost $127.84 Unrealized 0.0%
IHI ISHARES TR 0.1%
Value ($000) $212 Shares 707 Est. Cost $299.86 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $212 Shares 595 Est. Cost $324.27 Unrealized 0.0%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $210 Shares 2,796 Est. Cost $64.74 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $208 Shares 705 Est. Cost $212.32 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $203 Shares 1,956 Est. Cost $103.78 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $202 Shares 2,798 Est. Cost $72.19 Unrealized
NEW YORK MTG TR INC 0.0%
Value ($000) $29 Shares 11,400 Est. Cost $1.58 Unrealized