Oliver Luxxe Assets LLC Diversified Active

CIK: 0001666239 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 18, 2024

Total Value ($000): $477,487 (100.0% shares, 0.0% debt)

Holdings (174)

CPRT COPART INC 8.3%
Value ($000) $39,544 Shares 682,736 Est. Cost $35.71 Unrealized +44.0%
META META PLATFORMS INC 2.3%
Value ($000) $10,751 Shares 22,140 Est. Cost $190.76 Unrealized +132.3%
GLD SPDR GOLD TR 2.0%
Value ($000) $9,522 Shares 46,286 Est. Cost $167.37 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 2.0%
Value ($000) $9,448 Shares 323,777 Est. Cost $15.79 Unrealized
GOOGL ALPHABET INC 1.7%
Value ($000) $8,227 Shares 54,511 Est. Cost $107.16 Unrealized +32.5%
PHM PULTE GROUP INC 1.7%
Value ($000) $8,153 Shares 67,590 Est. Cost $52.76 Unrealized +100.5%
MRK MERCK & CO INC 1.7%
Value ($000) $8,133 Shares 61,640 Est. Cost $79.59 Unrealized +45.4%
C CITIGROUP INC 1.6%
Value ($000) $7,486 Shares 118,374 Est. Cost $43.24 Unrealized +21.5%
FERG1GBX FERGUSON PLC NEW 1.6%
Value ($000) $7,437 Shares 34,046 Est. Cost $126.97 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $7,330 Shares 40,635 Est. Cost $98.57 Unrealized +69.3%
FCX FREEPORT-MCMORAN INC 1.5%
Value ($000) $6,978 Shares 148,404 Est. Cost $26.94 Unrealized +46.3%
MS MORGAN STANLEY 1.5%
Value ($000) $6,932 Shares 73,617 Est. Cost $42.79 Unrealized +94.4%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $6,909 Shares 13,208 Est. Cost $334.53 Unrealized
ABBV ABBVIE INC 1.4%
Value ($000) $6,765 Shares 37,152 Est. Cost $79.79 Unrealized +103.0%
MU MICRON TECHNOLOGY INC 1.4%
Value ($000) $6,685 Shares 56,707 Est. Cost $89.83 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value ($000) $6,606 Shares 48,553 Est. Cost $92.86 Unrealized
RS RELIANCE INC 1.4%
Value ($000) $6,582 Shares 19,697 Est. Cost $144.42 Unrealized +110.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $6,344 Shares 10 Est. Cost $214456.19 Unrealized +176.9%
VGT VANGUARD WORLD FD 1.3%
Value ($000) $6,259 Shares 11,938 Est. Cost $158.94 Unrealized
COF CAPITAL ONE FINL CORP 1.3%
Value ($000) $6,211 Shares 41,715 Est. Cost $111.26 Unrealized +18.5%
QSR RESTAURANT BRANDS INTL INC 1.3%
Value ($000) $6,096 Shares 76,733 Est. Cost $56.77 Unrealized +37.3%
LKQ LKQ CORP 1.3%
Value ($000) $6,092 Shares 114,060 Est. Cost $39.75 Unrealized +17.4%
AVGO BROADCOM INC 1.2%
Value ($000) $5,963 Shares 4,499 Est. Cost $25.52 Unrealized +375.1%
FAST FASTENAL CO 1.2%
Value ($000) $5,755 Shares 74,600 Est. Cost $20.06 Unrealized +69.4%
IRM IRON MTN INC DEL 1.1%
Value ($000) $5,393 Shares 67,233 Est. Cost $22.21 Unrealized +206.3%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $5,355 Shares 33,946 Est. Cost $70.45 Unrealized +97.3%
CSX CSX CORP 1.1%
Value ($000) $5,244 Shares 141,458 Est. Cost $34.60 Unrealized +2.5%
GE GENERAL ELECTRIC CO 1.1%
Value ($000) $5,226 Shares 29,771 Est. Cost $91.47 Unrealized +27.3%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $5,207 Shares 8,958 Est. Cost $316.48 Unrealized +76.2%
MDT MEDTRONIC PLC 1.1%
Value ($000) $5,121 Shares 58,757 Est. Cost $80.66 Unrealized 0.0%
XEL XCEL ENERGY INC 1.1%
Value ($000) $5,111 Shares 95,080 Est. Cost $53.35 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 1.0%
Value ($000) $4,950 Shares 147,749 Est. Cost $28.29 Unrealized +4.5%
FDX FEDEX CORP 1.0%
Value ($000) $4,934 Shares 17,030 Est. Cost $190.64 Unrealized +25.8%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $4,743 Shares 51,773 Est. Cost $61.85 Unrealized +37.3%
V VISA INC 1.0%
Value ($000) $4,658 Shares 16,690 Est. Cost $158.79 Unrealized +71.5%
DVN DEVON ENERGY CORP NEW 1.0%
Value ($000) $4,615 Shares 91,963 Est. Cost $31.60 Unrealized +32.3%
GPN GLOBAL PMTS INC 1.0%
Value ($000) $4,603 Shares 34,435 Est. Cost $100.52 Unrealized +28.9%
BCC BOISE CASCADE CO DEL 0.9%
Value ($000) $4,505 Shares 29,375 Est. Cost $58.44 Unrealized +119.2%
SPG SIMON PPTY GROUP INC NEW 0.9%
Value ($000) $4,477 Shares 28,611 Est. Cost $108.32 Unrealized +23.0%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $4,365 Shares 19,171 Est. Cost $161.33 Unrealized +25.8%
EXPE EXPEDIA GROUP INC 0.9%
Value ($000) $4,347 Shares 31,554 Est. Cost $140.99 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.9%
Value ($000) $4,281 Shares 56,781 Est. Cost $44.58 Unrealized +41.1%
BAC BANK AMERICA CORP 0.9%
Value ($000) $4,179 Shares 110,211 Est. Cost $23.77 Unrealized +38.0%
FCNCA FIRST CTZNS BANCSHARES INC N 0.8%
Value ($000) $3,911 Shares 2,392 Est. Cost $1492.87 Unrealized 0.0%
PEP PEPSICO INC 0.8%
Value ($000) $3,909 Shares 22,338 Est. Cost $153.82 Unrealized +2.2%
SWKS SKYWORKS SOLUTIONS INC 0.8%
Value ($000) $3,902 Shares 36,019 Est. Cost $98.13 Unrealized 0.0%
FTI TECHNIPFMC PLC 0.8%
Value ($000) $3,843 Shares 153,047 Est. Cost $12.34 Unrealized +68.3%
SUMMIT MATLS INC 0.8%
Value ($000) $3,789 Shares 85,021 Est. Cost $36.51 Unrealized
CAT CATERPILLAR INC 0.8%
Value ($000) $3,728 Shares 10,174 Est. Cost $245.10 Unrealized +26.9%
CNC CENTENE CORP DEL 0.8%
Value ($000) $3,627 Shares 46,214 Est. Cost $72.14 Unrealized +7.0%
USFD US FOODS HLDG CORP 0.7%
Value ($000) $3,504 Shares 64,919 Est. Cost $37.92 Unrealized +29.9%
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,496 Shares 8,310 Est. Cost $137.16 Unrealized +191.1%
BSCS INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $3,477 Shares 173,254 Est. Cost $21.67 Unrealized
COHR COHERENT CORP 0.7%
Value ($000) $3,450 Shares 56,920 Est. Cost $48.15 Unrealized +13.9%
EHC ENCOMPASS HEALTH CORP 0.7%
Value ($000) $3,434 Shares 41,582 Est. Cost $62.20 Unrealized +16.1%
ALLY ALLY FINL INC 0.7%
Value ($000) $3,296 Shares 81,199 Est. Cost $24.69 Unrealized +38.6%
CELESTICA INC 0.7%
Value ($000) $3,248 Shares 72,278 Est. Cost $44.94 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,927 Shares 25,177 Est. Cost $51.81 Unrealized +89.3%
MOD MODINE MFG CO 0.6%
Value ($000) $2,775 Shares 29,148 Est. Cost $77.32 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $2,614 Shares 36,132 Est. Cost $58.57 Unrealized +9.7%
VPL VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $2,563 Shares 33,715 Est. Cost $63.97 Unrealized
NWE NORTHWESTERN ENERGY GROUP IN 0.5%
Value ($000) $2,493 Shares 48,943 Est. Cost $44.80 Unrealized -0.9%
BSCR INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $2,356 Shares 122,132 Est. Cost $21.64 Unrealized
XPO XPO INC 0.5%
Value ($000) $2,333 Shares 19,118 Est. Cost $107.06 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $2,322 Shares 12,717 Est. Cost $127.30 Unrealized
IXUS ISHARES TR 0.5%
Value ($000) $2,273 Shares 33,490 Est. Cost $59.88 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $2,265 Shares 22,148 Est. Cost $60.07 Unrealized +40.0%
WAL WESTERN ALLIANCE BANCORP 0.5%
Value ($000) $2,211 Shares 34,452 Est. Cost $44.83 Unrealized +31.3%
LPLA LPL FINL HLDGS INC 0.5%
Value ($000) $2,157 Shares 8,165 Est. Cost $135.37 Unrealized +86.5%
IWR ISHARES TR 0.4%
Value ($000) $2,140 Shares 25,447 Est. Cost $61.66 Unrealized
MOAT VANECK ETF TRUST 0.4%
Value ($000) $2,127 Shares 23,658 Est. Cost $54.78 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $2,088 Shares 8,492 Est. Cost $69.90 Unrealized +237.0%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $2,077 Shares 49,721 Est. Cost $40.35 Unrealized
THC TENET HEALTHCARE CORP 0.4%
Value ($000) $2,063 Shares 19,629 Est. Cost $60.29 Unrealized +49.0%
WDFC WD 40 CO 0.4%
Value ($000) $2,053 Shares 8,105 Est. Cost $180.27 Unrealized +38.8%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $1,931 Shares 18,123 Est. Cost $95.26 Unrealized +4.8%
BSCT INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,865 Shares 101,939 Est. Cost $18.91 Unrealized
MOH MOLINA HEALTHCARE INC 0.4%
Value ($000) $1,778 Shares 4,328 Est. Cost $273.55 Unrealized +41.7%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,754 Shares 91,284 Est. Cost $19.79 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,729 Shares 82,475 Est. Cost $21.32 Unrealized
BLBD BLUE BIRD CORP 0.4%
Value ($000) $1,715 Shares 44,730 Est. Cost $23.67 Unrealized +29.3%
NX QUANEX BLDG PRODS CORP 0.4%
Value ($000) $1,687 Shares 43,900 Est. Cost $27.26 Unrealized +18.8%
OSIS OSI SYSTEMS INC 0.3%
Value ($000) $1,668 Shares 11,681 Est. Cost $122.04 Unrealized +7.6%
MLI MUELLER INDS INC 0.3%
Value ($000) $1,664 Shares 30,846 Est. Cost $33.67 Unrealized +43.4%
EME EMCOR GROUP INC 0.3%
Value ($000) $1,649 Shares 4,710 Est. Cost $209.73 Unrealized +27.5%
MR COOPER GROUP INC 0.3%
Value ($000) $1,647 Shares 21,125 Est. Cost $43.13 Unrealized
SEIC SEI INVTS CO 0.3%
Value ($000) $1,623 Shares 22,570 Est. Cost $49.13 Unrealized +31.9%
CRMT AMERICAS CAR-MART INC 0.3%
Value ($000) $1,597 Shares 25,000 Est. Cost $94.63 Unrealized -33.0%
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,540 Shares 75,393 Est. Cost $21.10 Unrealized
AVTR AVANTOR INC 0.3%
Value ($000) $1,538 Shares 60,165 Est. Cost $23.79 Unrealized 0.0%
ENCORE WIRE CORP 0.3%
Value ($000) $1,537 Shares 5,850 Est. Cost $141.26 Unrealized
BCO BRINKS CO 0.3%
Value ($000) $1,497 Shares 16,209 Est. Cost $67.66 Unrealized +20.3%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $1,495 Shares 2,859 Est. Cost $516.50 Unrealized 0.0%
KNF KNIFE RIVER CORP 0.3%
Value ($000) $1,418 Shares 17,493 Est. Cost $57.05 Unrealized +23.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.3%
Value ($000) $1,402 Shares 5,098 Est. Cost $256.94 Unrealized 0.0%
WFRD WEATHERFORD INTL PLC 0.3%
Value ($000) $1,307 Shares 11,324 Est. Cost $63.59 Unrealized +59.6%
PR PERMIAN RESOURCES CORP 0.3%
Value ($000) $1,220 Shares 69,069 Est. Cost $13.19 Unrealized +11.2%
BRX BRIXMOR PPTY GROUP INC 0.3%
Value ($000) $1,196 Shares 51,023 Est. Cost $23.32 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.2%
Value ($000) $1,187 Shares 9,102 Est. Cost $92.17 Unrealized +43.6%
PIPR PIPER SANDLER COMPANIES 0.2%
Value ($000) $1,182 Shares 5,954 Est. Cost $145.43 Unrealized +25.7%
THE ODP CORP 0.2%
Value ($000) $1,171 Shares 22,070 Est. Cost $37.89 Unrealized
ARCB ARCBEST CORP 0.2%
Value ($000) $1,171 Shares 8,216 Est. Cost $109.74 Unrealized +18.0%
MGY MAGNOLIA OIL & GAS CORP 0.2%
Value ($000) $1,158 Shares 44,618 Est. Cost $22.30 Unrealized -1.6%
AAPL APPLE INC 0.2%
Value ($000) $1,155 Shares 6,738 Est. Cost $91.41 Unrealized +97.2%
OWL BLUE OWL CAPITAL INC 0.2%
Value ($000) $1,152 Shares 61,086 Est. Cost $12.13 Unrealized +38.0%
QRVO QORVO INC 0.2%
Value ($000) $1,142 Shares 9,946 Est. Cost $101.14 Unrealized +8.9%
TPH TRI POINTE HOMES INC 0.2%
Value ($000) $1,137 Shares 29,399 Est. Cost $18.15 Unrealized +93.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,123 Shares 2,670 Est. Cost $188.99 Unrealized +108.1%
AUB ATLANTIC UN BANKSHARES CORP 0.2%
Value ($000) $1,105 Shares 31,291 Est. Cost $29.68 Unrealized +6.5%
APLE APPLE HOSPITALITY REIT INC 0.2%
Value ($000) $1,102 Shares 67,306 Est. Cost $16.38 Unrealized
CROX CROCS INC 0.2%
Value ($000) $1,087 Shares 7,561 Est. Cost $113.94 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,071 Shares 5,346 Est. Cost $86.78 Unrealized +100.1%
IJR ISHARES TR 0.2%
Value ($000) $1,049 Shares 9,487 Est. Cost $94.98 Unrealized
DRS LEONARDO DRS INC 0.2%
Value ($000) $1,010 Shares 45,741 Est. Cost $17.41 Unrealized +18.1%
JBSS SANFILIPPO JOHN B & SON INC 0.2%
Value ($000) $984 Shares 9,288 Est. Cost $80.56 Unrealized +28.0%
WTFC WINTRUST FINL CORP 0.2%
Value ($000) $970 Shares 9,290 Est. Cost $80.19 Unrealized +20.4%
HON HONEYWELL INTL INC 0.2%
Value ($000) $962 Shares 4,685 Est. Cost $120.85 Unrealized +49.6%
TRIP TRIPADVISOR INC 0.2%
Value ($000) $950 Shares 34,178 Est. Cost $19.31 Unrealized +25.8%
STT STATE STR CORP 0.2%
Value ($000) $931 Shares 12,035 Est. Cost $54.51 Unrealized +27.6%
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $924 Shares 4,791 Est. Cost $123.99 Unrealized +40.7%
BXC BLUELINX HLDGS INC 0.2%
Value ($000) $903 Shares 6,937 Est. Cost $81.61 Unrealized +44.1%
MLKN MILLERKNOLL INC 0.2%
Value ($000) $885 Shares 35,724 Est. Cost $23.79 Unrealized +10.9%
SIMO SILICON MOTION TECHNOLOGY CO 0.2%
Value ($000) $875 Shares 11,377 Est. Cost $76.94 Unrealized
INTU INTUIT 0.2%
Value ($000) $846 Shares 1,302 Est. Cost $116.49 Unrealized +441.9%
AEO AMERICAN EAGLE OUTFITTERS IN 0.2%
Value ($000) $837 Shares 32,463 Est. Cost $20.87 Unrealized 0.0%
MATX MATSON INC 0.2%
Value ($000) $788 Shares 7,012 Est. Cost $85.19 Unrealized +29.2%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value ($000) $787 Shares 7,047 Est. Cost $21.85 Unrealized +12.7%
ARCO ARCOS DORADOS HOLDINGS INC 0.2%
Value ($000) $778 Shares 69,924 Est. Cost $10.03 Unrealized +11.6%
TNET TRINET GROUP INC 0.2%
Value ($000) $776 Shares 5,860 Est. Cost $111.50 Unrealized +6.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $768 Shares 17,610 Est. Cost $35.54 Unrealized +0.4%
ITRI ITRON INC 0.2%
Value ($000) $768 Shares 8,300 Est. Cost $80.55 Unrealized 0.0%
NEOG NEOGEN CORP 0.2%
Value ($000) $750 Shares 47,520 Est. Cost $42.24 Unrealized -60.4%
OEF ISHARES TR 0.2%
Value ($000) $748 Shares 3,024 Est. Cost $109.07 Unrealized
CVLG COVENANT LOGISTICS GROUP INC 0.2%
Value ($000) $747 Shares 16,105 Est. Cost $20.93 Unrealized +12.2%
VECO VEECO INSTRS INC DEL 0.1%
Value ($000) $713 Shares 20,272 Est. Cost $33.30 Unrealized 0.0%
POR PORTLAND GEN ELEC CO 0.1%
Value ($000) $700 Shares 16,675 Est. Cost $37.58 Unrealized 0.0%
PACTIV EVERGREEN INC 0.1%
Value ($000) $667 Shares 46,598 Est. Cost $14.32 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $655 Shares 8,013 Est. Cost $83.18 Unrealized
PINNACLE FINL PARTNERS INC 0.1%
Value ($000) $603 Shares 7,020 Est. Cost $56.99 Unrealized
KMPR KEMPER CORP 0.1%
Value ($000) $560 Shares 9,049 Est. Cost $57.37 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $559 Shares 7,982 Est. Cost $45.61 Unrealized +51.1%
LNTH LANTHEUS HLDGS INC 0.1%
Value ($000) $547 Shares 8,787 Est. Cost $58.85 Unrealized 0.0%
TSEM TOWER SEMICONDUCTOR LTD 0.1%
Value ($000) $533 Shares 15,941 Est. Cost $31.12 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $533 Shares 400 Est. Cost $457.08 Unrealized +169.7%
PARR PAR PAC HOLDINGS INC 0.1%
Value ($000) $530 Shares 14,302 Est. Cost $36.73 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $515 Shares 18,563 Est. Cost $21.57 Unrealized +14.3%
UNF UNIFIRST CORP MASS 0.1%
Value ($000) $513 Shares 2,958 Est. Cost $167.26 Unrealized 0.0%
IWD ISHARES TR 0.1%
Value ($000) $500 Shares 2,792 Est. Cost $146.55 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $488 Shares 1,273 Est. Cost $242.58 Unrealized +43.7%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $465 Shares 3,961 Est. Cost $67.77 Unrealized +45.5%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $430 Shares 980 Est. Cost $250.92 Unrealized +55.7%
TRGP TARGA RES CORP 0.1%
Value ($000) $428 Shares 3,822 Est. Cost $49.03 Unrealized +84.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $391 Shares 1,536 Est. Cost $103.49 Unrealized +129.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $342 Shares 5,902 Est. Cost $40.08 Unrealized +25.1%
IWN ISHARES TR 0.1%
Value ($000) $339 Shares 2,137 Est. Cost $157.95 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $336 Shares 4,404 Est. Cost $57.61 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $331 Shares 1,915 Est. Cost $87.18 Unrealized +74.3%
T AT&T INC 0.1%
Value ($000) $330 Shares 18,771 Est. Cost $14.23 Unrealized +9.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $328 Shares 2,020 Est. Cost $135.55 Unrealized +10.6%
ARVN ARVINAS INC 0.1%
Value ($000) $320 Shares 7,742 Est. Cost $23.38 Unrealized +86.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $301 Shares 1,905 Est. Cost $147.29 Unrealized +2.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $288 Shares 3,200 Est. Cost $67.40 Unrealized +20.7%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $278 Shares 1,650 Est. Cost $130.36 Unrealized +30.6%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $262 Shares 2,775 Est. Cost $60.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $251 Shares 507 Est. Cost $324.25 Unrealized +50.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $246 Shares 555 Est. Cost $251.35 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $242 Shares 5,756 Est. Cost $31.00 Unrealized +15.9%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $237 Shares 2,146 Est. Cost $92.09 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $231 Shares 1,000 Est. Cost $207.94 Unrealized 0.0%
SPSM SPDR SER TR 0.0%
Value ($000) $228 Shares 5,306 Est. Cost $42.18 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $221 Shares 1,058 Est. Cost $184.81 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $217 Shares 3,773 Est. Cost $52.67 Unrealized 0.0%
MUB ISHARES TR 0.0%
Value ($000) $215 Shares 2,000 Est. Cost $116.00 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $202 Shares 419 Est. Cost $452.59 Unrealized 0.0%