Oliver Luxxe Assets LLC Diversified Active

CIK: 0001666239 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 30, 2023

Total Value ($000): $358,524 (100.0% shares, 0.0% debt)

Holdings (173)

CPRT COPART INC 6.0%
Value ($000) $21,412 Shares 351,648 Est. Cost $26.96 Unrealized +11.0%
GLD SPDR GOLD TR 2.3%
Value ($000) $8,364 Shares 49,304 Est. Cost $167.37 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 2.2%
Value ($000) $7,847 Shares 325,333 Est. Cost $15.79 Unrealized
CVX CHEVRON CORP NEW 2.0%
Value ($000) $7,002 Shares 39,012 Est. Cost $69.27 Unrealized +121.2%
MRK MERCK & CO INC 1.9%
Value ($000) $6,821 Shares 61,477 Est. Cost $79.23 Unrealized +17.1%
LKQ LKQ CORP 1.9%
Value ($000) $6,726 Shares 125,927 Est. Cost $39.37 Unrealized +23.2%
ABBV ABBVIE INC 1.8%
Value ($000) $6,458 Shares 39,962 Est. Cost $78.99 Unrealized +73.7%
MS MORGAN STANLEY 1.7%
Value ($000) $6,207 Shares 73,012 Est. Cost $42.30 Unrealized +81.6%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $5,997 Shares 15,682 Est. Cost $334.53 Unrealized
FCX FREEPORT-MCMORAN INC 1.6%
Value ($000) $5,829 Shares 153,391 Est. Cost $26.80 Unrealized +24.9%
EQH EQUITABLE HLDGS INC 1.6%
Value ($000) $5,800 Shares 202,103 Est. Cost $19.58 Unrealized +39.7%
DVN DEVON ENERGY CORP NEW 1.6%
Value ($000) $5,590 Shares 90,876 Est. Cost $17.15 Unrealized +246.1%
EMR EMERSON ELEC CO 1.4%
Value ($000) $5,109 Shares 53,184 Est. Cost $82.84 Unrealized +2.0%
STZ CONSTELLATION BRANDS INC 1.4%
Value ($000) $5,074 Shares 21,895 Est. Cost $203.55 Unrealized +11.1%
RS RELIANCE STEEL & ALUMINUM CO 1.4%
Value ($000) $5,032 Shares 24,857 Est. Cost $144.42 Unrealized +37.8%
PM PHILIP MORRIS INTL INC 1.4%
Value ($000) $4,973 Shares 49,135 Est. Cost $60.66 Unrealized +34.0%
QSR RESTAURANT BRANDS INTL INC 1.4%
Value ($000) $4,929 Shares 76,224 Est. Cost $56.57 Unrealized +8.6%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $4,782 Shares 8,683 Est. Cost $311.00 Unrealized +68.8%
SNA SNAP ON INC 1.3%
Value ($000) $4,755 Shares 20,810 Est. Cost $211.03 Unrealized -1.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,687 Shares 10 Est. Cost $214456.19 Unrealized +109.3%
PFE PFIZER INC 1.3%
Value ($000) $4,557 Shares 88,942 Est. Cost $21.57 Unrealized +86.3%
AEP AMERICAN ELEC PWR CO INC 1.3%
Value ($000) $4,535 Shares 47,766 Est. Cost $79.42 Unrealized +1.9%
AVGO BROADCOM INC 1.3%
Value ($000) $4,501 Shares 8,050 Est. Cost $25.52 Unrealized +86.6%
BMY BRISTOL-MYERS SQUIBB CO 1.3%
Value ($000) $4,491 Shares 62,414 Est. Cost $64.84 Unrealized +0.6%
FERG1GBX FERGUSON PLC NEW 1.2%
Value ($000) $4,414 Shares 34,764 Est. Cost $126.97 Unrealized
PERI PERION NETWORK LTD 1.2%
Value ($000) $4,368 Shares 172,659 Est. Cost $21.50 Unrealized +13.3%
NKE NIKE INC 1.2%
Value ($000) $4,291 Shares 36,669 Est. Cost $95.44 Unrealized -0.1%
BTI BRITISH AMERN TOB PLC 1.2%
Value ($000) $4,180 Shares 104,557 Est. Cost $35.58 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $4,061 Shares 22,989 Est. Cost $147.29 Unrealized +6.6%
WFC WELLS FARGO CO NEW 1.1%
Value ($000) $4,054 Shares 98,180 Est. Cost $40.08 Unrealized +1.9%
EOG EOG RES INC 1.1%
Value ($000) $3,971 Shares 30,661 Est. Cost $105.59 Unrealized +11.6%
VGT VANGUARD WORLD FDS 1.1%
Value ($000) $3,939 Shares 12,333 Est. Cost $150.95 Unrealized
QCOM QUALCOMM INC 1.1%
Value ($000) $3,785 Shares 34,430 Est. Cost $124.36 Unrealized -12.5%
BBY BEST BUY INC 1.0%
Value ($000) $3,717 Shares 46,344 Est. Cost $62.80 Unrealized +0.7%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $3,651 Shares 33,098 Est. Cost $51.81 Unrealized +85.8%
INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $3,636 Shares 177,503 Est. Cost $21.32 Unrealized
V VISA INC 1.0%
Value ($000) $3,585 Shares 17,254 Est. Cost $158.79 Unrealized +24.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $3,548 Shares 35,160 Est. Cost $60.97 Unrealized +43.8%
ASO ACADEMY SPORTS & OUTDOORS IN 1.0%
Value ($000) $3,545 Shares 67,464 Est. Cost $38.15 Unrealized +21.8%
FAST FASTENAL CO 1.0%
Value ($000) $3,530 Shares 74,600 Est. Cost $20.06 Unrealized +12.8%
C CITIGROUP INC 1.0%
Value ($000) $3,464 Shares 76,589 Est. Cost $43.58 Unrealized -6.9%
IRM IRON MTN INC DEL 0.9%
Value ($000) $3,352 Shares 67,233 Est. Cost $22.21 Unrealized +102.5%
BAC BANK AMERICA CORP 0.9%
Value ($000) $3,273 Shares 98,812 Est. Cost $23.19 Unrealized +36.7%
ELV ELEVANCE HEALTH INC 0.9%
Value ($000) $3,112 Shares 6,066 Est. Cost $433.85 Unrealized +11.7%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $3,057 Shares 6,697 Est. Cost $499.45 Unrealized -6.1%
GOOGL ALPHABET INC 0.8%
Value ($000) $2,922 Shares 33,119 Est. Cost $110.27 Unrealized -14.5%
META META PLATFORMS INC 0.8%
Value ($000) $2,901 Shares 24,104 Est. Cost $210.20 Unrealized -44.5%
RSG REPUBLIC SVCS INC 0.8%
Value ($000) $2,886 Shares 22,375 Est. Cost $126.12 Unrealized +1.7%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $2,836 Shares 19,192 Est. Cost $161.37 Unrealized -11.8%
NXST NEXSTAR MEDIA GROUP INC 0.8%
Value ($000) $2,822 Shares 16,123 Est. Cost $119.62 Unrealized +29.5%
DOX AMDOCS LTD 0.7%
Value ($000) $2,615 Shares 28,771 Est. Cost $76.20 Unrealized +4.0%
INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $2,529 Shares 125,579 Est. Cost $21.13 Unrealized
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $2,510 Shares 37,654 Est. Cost $45.61 Unrealized +27.2%
BSCR INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $2,398 Shares 126,266 Est. Cost $21.78 Unrealized
POR PORTLAND GEN ELEC CO 0.7%
Value ($000) $2,333 Shares 47,612 Est. Cost $43.90 Unrealized -8.6%
PIONEER NAT RES CO 0.6%
Value ($000) $2,292 Shares 10,034 Est. Cost $160.18 Unrealized
CELESTICA INC 0.6%
Value ($000) $2,260 Shares 200,553 Est. Cost $10.37 Unrealized
FLEX FLEX LTD 0.6%
Value ($000) $2,232 Shares 104,018 Est. Cost $12.81 Unrealized +17.2%
BCC BOISE CASCADE CO DEL 0.6%
Value ($000) $2,202 Shares 32,072 Est. Cost $58.39 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $2,195 Shares 14,456 Est. Cost $127.30 Unrealized
VLY VALLEY NATL BANCORP 0.6%
Value ($000) $2,193 Shares 193,899 Est. Cost $11.54 Unrealized +2.0%
FANG DIAMONDBACK ENERGY INC 0.6%
Value ($000) $2,175 Shares 15,902 Est. Cost $107.70 Unrealized +18.8%
MSFT MICROSOFT CORP 0.6%
Value ($000) $2,130 Shares 8,882 Est. Cost $137.16 Unrealized +70.6%
BSCS INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $2,113 Shares 107,743 Est. Cost $22.87 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,091 Shares 32,500 Est. Cost $63.75 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.6%
Value ($000) $2,074 Shares 91,496 Est. Cost $25.10 Unrealized
WBS WEBSTER FINL CORP 0.6%
Value ($000) $2,012 Shares 42,508 Est. Cost $50.08 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.5%
Value ($000) $1,913 Shares 5,793 Est. Cost $272.62 Unrealized +24.6%
IXUS ISHARES TR 0.5%
Value ($000) $1,908 Shares 32,971 Est. Cost $59.37 Unrealized
MOAT VANECK ETF TRUST 0.5%
Value ($000) $1,861 Shares 28,668 Est. Cost $54.78 Unrealized
UNP UNION PAC CORP 0.5%
Value ($000) $1,815 Shares 8,767 Est. Cost $69.90 Unrealized +172.1%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $1,809 Shares 21,787 Est. Cost $59.48 Unrealized +11.5%
CRMT AMERICAS CAR-MART INC 0.5%
Value ($000) $1,807 Shares 25,000 Est. Cost $94.63 Unrealized -28.2%
HOLX HOLOGIC INC 0.5%
Value ($000) $1,805 Shares 24,126 Est. Cost $71.21 Unrealized 0.0%
TS TENARIS S A 0.5%
Value ($000) $1,765 Shares 50,194 Est. Cost $25.70 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,650 Shares 42,328 Est. Cost $40.33 Unrealized
ON ON SEMICONDUCTOR CORP 0.5%
Value ($000) $1,648 Shares 26,428 Est. Cost $53.57 Unrealized +24.5%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,501 Shares 79,292 Est. Cost $19.89 Unrealized
IWR ISHARES TR 0.4%
Value ($000) $1,438 Shares 21,324 Est. Cost $57.95 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $1,327 Shares 5,476 Est. Cost $196.54 Unrealized +12.3%
SEIC SEI INVTS CO 0.4%
Value ($000) $1,316 Shares 22,570 Est. Cost $49.13 Unrealized +9.4%
WDFC WD 40 CO 0.4%
Value ($000) $1,307 Shares 8,105 Est. Cost $180.27 Unrealized -12.4%
GXO GXO LOGISTICS INCORPORATED 0.3%
Value ($000) $1,224 Shares 28,680 Est. Cost $74.39 Unrealized -46.1%
KBR KBR INC 0.3%
Value ($000) $1,151 Shares 21,796 Est. Cost $46.73 Unrealized +2.9%
AAPL APPLE INC 0.3%
Value ($000) $1,125 Shares 8,657 Est. Cost $91.41 Unrealized +53.9%
LPLA LPL FINL HLDGS INC 0.3%
Value ($000) $1,114 Shares 5,155 Est. Cost $79.86 Unrealized +192.7%
FTI TECHNIPFMC PLC 0.3%
Value ($000) $1,087 Shares 89,175 Est. Cost $10.98 Unrealized 0.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,065 Shares 4,970 Est. Cost $120.85 Unrealized +47.9%
INMD INMODE LTD 0.3%
Value ($000) $1,041 Shares 29,158 Est. Cost $30.32 Unrealized +14.7%
STT STATE STR CORP 0.3%
Value ($000) $934 Shares 12,035 Est. Cost $54.51 Unrealized +21.2%
ACHC ACADIA HEALTHCARE COMPANY IN 0.2%
Value ($000) $890 Shares 10,810 Est. Cost $70.28 Unrealized +17.3%
PBH PRESTIGE CONSMR HEALTHCARE I 0.2%
Value ($000) $846 Shares 13,519 Est. Cost $58.79 Unrealized -2.5%
SAIC SCIENCE APPLICATIONS INTL CO 0.2%
Value ($000) $840 Shares 7,569 Est. Cost $88.01 Unrealized +19.8%
THE ODP CORP 0.2%
Value ($000) $837 Shares 18,369 Est. Cost $35.43 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $832 Shares 4,879 Est. Cost $109.07 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $810 Shares 5,341 Est. Cost $146.55 Unrealized
HERITAGE CRYSTAL CLEAN INC 0.2%
Value ($000) $807 Shares 24,848 Est. Cost $29.96 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $805 Shares 17,610 Est. Cost $35.54 Unrealized -1.4%
MLI MUELLER INDS INC 0.2%
Value ($000) $800 Shares 13,555 Est. Cost $26.90 Unrealized +13.7%
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $797 Shares 20,709 Est. Cost $31.80 Unrealized +11.6%
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $788 Shares 44,344 Est. Cost $19.81 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $777 Shares 5,796 Est. Cost $86.78 Unrealized +35.6%
IMKTA INGLES MKTS INC 0.2%
Value ($000) $768 Shares 7,963 Est. Cost $88.12 Unrealized +3.4%
UNIVAR SOLUTIONS INC 0.2%
Value ($000) $766 Shares 24,090 Est. Cost $32.03 Unrealized
FNB F N B CORP 0.2%
Value ($000) $751 Shares 57,549 Est. Cost $10.58 Unrealized +13.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $732 Shares 2,370 Est. Cost $158.82 Unrealized +87.0%
NEOG NEOGEN CORP 0.2%
Value ($000) $724 Shares 47,520 Est. Cost $42.24 Unrealized -66.3%
PR PERMIAN RESOURCES CORP 0.2%
Value ($000) $704 Shares 74,926 Est. Cost $6.91 Unrealized +38.6%
JBL JABIL INC 0.2%
Value ($000) $699 Shares 10,251 Est. Cost $65.55 Unrealized 0.0%
SYNOVUS FINL CORP 0.2%
Value ($000) $696 Shares 18,542 Est. Cost $40.71 Unrealized
USFD US FOODS HLDG CORP 0.2%
Value ($000) $696 Shares 20,450 Est. Cost $33.65 Unrealized -4.9%
OXM OXFORD INDS INC 0.2%
Value ($000) $689 Shares 7,391 Est. Cost $96.88 Unrealized +3.3%
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $671 Shares 25,328 Est. Cost $27.81 Unrealized 0.0%
CVSA ADTALEM GLOBAL ED INC 0.2%
Value ($000) $640 Shares 18,015 Est. Cost $38.21 Unrealized +2.2%
INTU INTUIT 0.2%
Value ($000) $632 Shares 1,625 Est. Cost $116.49 Unrealized +233.8%
JBSS SANFILIPPO JOHN B & SON INC 0.2%
Value ($000) $620 Shares 7,629 Est. Cost $76.59 Unrealized +6.4%
FBP FIRST BANCORP P R 0.2%
Value ($000) $601 Shares 47,277 Est. Cost $12.95 Unrealized +1.4%
CACI CACI INTL INC 0.2%
Value ($000) $599 Shares 1,994 Est. Cost $291.64 Unrealized 0.0%
TPH TRI POINTE HOMES INC 0.2%
Value ($000) $598 Shares 32,192 Est. Cost $17.39 Unrealized 0.0%
KOS KOSMOS ENERGY LTD 0.2%
Value ($000) $591 Shares 92,906 Est. Cost $6.07 Unrealized +2.9%
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $578 Shares 400 Est. Cost $457.08 Unrealized +192.8%
ATI ATI INC 0.2%
Value ($000) $572 Shares 19,141 Est. Cost $23.57 Unrealized +24.2%
NOG NORTHERN OIL AND GAS INC MN 0.2%
Value ($000) $571 Shares 18,542 Est. Cost $25.37 Unrealized +32.6%
MGY MAGNOLIA OIL & GAS CORP 0.2%
Value ($000) $559 Shares 23,841 Est. Cost $22.05 Unrealized +10.6%
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $540 Shares 3,801 Est. Cost $117.40 Unrealized +18.9%
EHC ENCOMPASS HEALTH CORP 0.2%
Value ($000) $538 Shares 8,998 Est. Cost $53.01 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $536 Shares 3,538 Est. Cost $135.55 Unrealized -4.3%
HUN HUNTSMAN CORP 0.1%
Value ($000) $532 Shares 19,342 Est. Cost $36.76 Unrealized -26.0%
HUBG HUB GROUP INC 0.1%
Value ($000) $531 Shares 6,678 Est. Cost $39.62 Unrealized -1.4%
WSR WHITESTONE REIT 0.1%
Value ($000) $529 Shares 54,841 Est. Cost $10.71 Unrealized
DIOD DIODES INC 0.1%
Value ($000) $501 Shares 6,577 Est. Cost $88.35 Unrealized -11.3%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $482 Shares 10,051 Est. Cost $47.99 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $477 Shares 5,876 Est. Cost $83.95 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $467 Shares 1,478 Est. Cost $242.58 Unrealized +15.9%
ONB OLD NATL BANCORP IND 0.1%
Value ($000) $458 Shares 25,461 Est. Cost $18.36 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $457 Shares 6,126 Est. Cost $57.61 Unrealized
ENCORE WIRE CORP 0.1%
Value ($000) $454 Shares 3,301 Est. Cost $104.23 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.1%
Value ($000) $454 Shares 4,527 Est. Cost $94.22 Unrealized +1.4%
XPRO EXPRO GROUP HOLDINGS NV 0.1%
Value ($000) $446 Shares 24,627 Est. Cost $16.96 Unrealized 0.0%
AA ALCOA CORP 0.1%
Value ($000) $440 Shares 9,683 Est. Cost $44.65 Unrealized -6.1%
IWN ISHARES TR 0.1%
Value ($000) $431 Shares 3,112 Est. Cost $157.95 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $430 Shares 33,551 Est. Cost $14.38 Unrealized -7.8%
HWC HANCOCK WHITNEY CORPORATION 0.1%
Value ($000) $429 Shares 8,875 Est. Cost $51.71 Unrealized 0.0%
DIN DINE BRANDS GLOBAL INC 0.1%
Value ($000) $428 Shares 6,619 Est. Cost $58.87 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $421 Shares 13,580 Est. Cost $25.14 Unrealized +14.3%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $404 Shares 4,061 Est. Cost $67.63 Unrealized +28.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $403 Shares 1,636 Est. Cost $103.49 Unrealized +113.0%
IJR ISHARES TR 0.1%
Value ($000) $400 Shares 4,224 Est. Cost $81.83 Unrealized
T AT&T INC 0.1%
Value ($000) $397 Shares 21,549 Est. Cost $14.21 Unrealized +6.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $377 Shares 7,500 Est. Cost $34.19 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $358 Shares 2,648 Est. Cost $124.55 Unrealized
PINNACLE FINL PARTNERS INC 0.1%
Value ($000) $326 Shares 4,445 Est. Cost $89.61 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $308 Shares 580 Est. Cost $324.25 Unrealized +54.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $299 Shares 1,250 Est. Cost $128.68 Unrealized +60.5%
SHV ISHARES TR 0.1%
Value ($000) $288 Shares 2,622 Est. Cost $110.64 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $286 Shares 920 Est. Cost $246.49 Unrealized +18.4%
TRGP TARGA RES CORP 0.1%
Value ($000) $281 Shares 3,822 Est. Cost $49.03 Unrealized +32.8%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $273 Shares 3,119 Est. Cost $55.48 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $267 Shares 2,274 Est. Cost $115.05 Unrealized -11.8%
ARVN ARVINAS INC 0.1%
Value ($000) $265 Shares 7,742 Est. Cost $76.50 Unrealized -45.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $252 Shares 3,200 Est. Cost $67.40 Unrealized +3.5%
GOOG ALPHABET INC 0.1%
Value ($000) $252 Shares 2,840 Est. Cost $110.43 Unrealized -14.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $251 Shares 1,854 Est. Cost $86.64 Unrealized +40.1%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $247 Shares 3,280 Est. Cost $75.28 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $245 Shares 2,490 Est. Cost $56.77 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $243 Shares 2,898 Est. Cost $124.70 Unrealized -20.8%
ECL ECOLAB INC 0.1%
Value ($000) $240 Shares 1,650 Est. Cost $115.43 Unrealized +22.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $235 Shares 5,971 Est. Cost $40.47 Unrealized -24.0%
MUB ISHARES TR 0.1%
Value ($000) $227 Shares 2,150 Est. Cost $116.00 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $224 Shares 1,243 Est. Cost $120.34 Unrealized +33.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $221 Shares 2,640 Est. Cost $66.74 Unrealized +10.6%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $220 Shares 826 Est. Cost $251.35 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $121 Shares 10,200 Est. Cost $5.42 Unrealized