Bill Few Associates, Inc. Diversified Active

CIK: 0001914644 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 12, 2025

Total Value ($000): $279,826 (100.0% shares, 0.0% debt)

Holdings (174)

AAPL APPLE INC 7.2%
Value ($000) $20,265 Shares 91,228 Est. Cost $156.60 Unrealized +47.4%
MSFT MICROSOFT CORP 5.4%
Value ($000) $15,038 Shares 40,060 Est. Cost $314.52 Unrealized +28.8%
NVDA NVIDIA CORPORATION 4.1%
Value ($000) $11,467 Shares 105,801 Est. Cost $92.32 Unrealized +37.3%
JPM JPMORGAN CHASE & CO. 2.9%
Value ($000) $8,177 Shares 33,335 Est. Cost $147.07 Unrealized +70.6%
ABBV ABBVIE INC 2.6%
Value ($000) $7,287 Shares 34,781 Est. Cost $104.63 Unrealized +81.0%
TJX TJX COS INC NEW 2.5%
Value ($000) $6,998 Shares 57,452 Est. Cost $65.78 Unrealized +82.6%
GOOG ALPHABET INC 2.2%
Value ($000) $6,189 Shares 39,615 Est. Cost $112.32 Unrealized +62.5%
ORCL ORACLE CORP 2.2%
Value ($000) $6,152 Shares 44,006 Est. Cost $89.37 Unrealized +80.8%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $5,555 Shares 32,593 Est. Cost $135.40 Unrealized +21.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $5,514 Shares 10,354 Est. Cost $308.92 Unrealized +57.4%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $5,497 Shares 46,223 Est. Cost $72.89 Unrealized +47.1%
HD HOME DEPOT INC 1.9%
Value ($000) $5,271 Shares 14,383 Est. Cost $341.02 Unrealized +11.6%
BX BLACKSTONE INC 1.8%
Value ($000) $4,979 Shares 35,622 Est. Cost $114.60 Unrealized +38.0%
COR CENCORA INC 1.8%
Value ($000) $4,966 Shares 17,859 Est. Cost $125.61 Unrealized +98.7%
ABT ABBOTT LABS 1.7%
Value ($000) $4,779 Shares 36,026 Est. Cost $115.82 Unrealized +8.3%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $4,724 Shares 104,140 Est. Cost $38.88 Unrealized +1.8%
CVX CHEVRON CORP NEW 1.7%
Value ($000) $4,629 Shares 27,673 Est. Cost $100.00 Unrealized +50.5%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $4,480 Shares 16,653 Est. Cost $162.52 Unrealized +80.0%
ADP AUTOMATIC DATA PROCESSING IN 1.5%
Value ($000) $4,092 Shares 13,392 Est. Cost $208.94 Unrealized +41.4%
PEP PEPSICO INC 1.4%
Value ($000) $3,857 Shares 25,721 Est. Cost $146.27 Unrealized -1.9%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $3,836 Shares 15,425 Est. Cost $157.04 Unrealized +52.4%
AMT AMERICAN TOWER CORP NEW 1.4%
Value ($000) $3,822 Shares 17,565 Est. Cost $231.99 Unrealized -18.3%
CGDV CAPITAL GROUP DIVIDEND VALUE 1.3%
Value ($000) $3,641 Shares 102,163 Est. Cost $28.68 Unrealized
VOO VANGUARD INDEX FDS 1.3%
Value ($000) $3,623 Shares 7,050 Est. Cost $452.10 Unrealized
ROK ROCKWELL AUTOMATION INC 1.3%
Value ($000) $3,559 Shares 13,775 Est. Cost $304.68 Unrealized -9.9%
D DOMINION ENERGY INC 1.2%
Value ($000) $3,410 Shares 60,813 Est. Cost $57.07 Unrealized -7.6%
HON HONEYWELL INTL INC 1.2%
Value ($000) $3,369 Shares 15,911 Est. Cost $184.35 Unrealized +7.6%
UGI UGI CORP NEW 1.2%
Value ($000) $3,224 Shares 97,487 Est. Cost $44.24 Unrealized -28.4%
SPMD SPDR SER TR 1.1%
Value ($000) $3,088 Shares 60,331 Est. Cost $48.82 Unrealized
KHC KRAFT HEINZ CO 1.0%
Value ($000) $2,663 Shares 87,510 Est. Cost $32.54 Unrealized -12.9%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.9%
Value ($000) $2,608 Shares 106,517 Est. Cost $24.00 Unrealized
DIS DISNEY WALT CO 0.9%
Value ($000) $2,528 Shares 25,611 Est. Cost $142.10 Unrealized -25.2%
CSCO CISCO SYS INC 0.8%
Value ($000) $2,370 Shares 38,409 Est. Cost $53.22 Unrealized +12.9%
AVY AVERY DENNISON CORP 0.8%
Value ($000) $2,362 Shares 13,274 Est. Cost $198.46 Unrealized -9.1%
ETN EATON CORP PLC 0.8%
Value ($000) $2,349 Shares 8,640 Est. Cost $140.63 Unrealized +119.4%
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $2,109 Shares 11,998 Est. Cost $146.07 Unrealized +25.5%
SBUX STARBUCKS CORP 0.8%
Value ($000) $2,104 Shares 21,445 Est. Cost $84.81 Unrealized +19.1%
SPSM SPDR SER TR 0.7%
Value ($000) $2,087 Shares 51,193 Est. Cost $41.35 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $2,085 Shares 82,299 Est. Cost $38.38 Unrealized -35.6%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,073 Shares 3,706 Est. Cost $475.82 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.7%
Value ($000) $2,010 Shares 70,948 Est. Cost $29.46 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $2,000 Shares 2,421 Est. Cost $392.36 Unrealized +110.7%
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $1,798 Shares 7,851 Est. Cost $226.00 Unrealized +0.6%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,794 Shares 9,428 Est. Cost $137.36 Unrealized +58.0%
USB US BANCORP DEL 0.6%
Value ($000) $1,786 Shares 42,292 Est. Cost $47.61 Unrealized -7.2%
GOOGL ALPHABET INC 0.6%
Value ($000) $1,723 Shares 11,139 Est. Cost $119.06 Unrealized +51.8%
V VISA INC 0.6%
Value ($000) $1,664 Shares 4,748 Est. Cost $212.94 Unrealized +57.9%
WMT WALMART INC 0.6%
Value ($000) $1,622 Shares 18,476 Est. Cost $53.19 Unrealized +74.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,597 Shares 2 Est. Cost $431815.88 Unrealized +68.9%
PYPL PAYPAL HLDGS INC 0.6%
Value ($000) $1,579 Shares 24,206 Est. Cost $191.44 Unrealized -59.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,532 Shares 9,235 Est. Cost $146.23 Unrealized +4.3%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $1,486 Shares 10,243 Est. Cost $206.09 Unrealized -19.1%
SPDW SPDR INDEX SHS FDS 0.5%
Value ($000) $1,334 Shares 36,633 Est. Cost $35.22 Unrealized
RJF RAYMOND JAMES FINL INC 0.5%
Value ($000) $1,263 Shares 9,095 Est. Cost $103.33 Unrealized +48.3%
FNB F N B CORP 0.4%
Value ($000) $1,242 Shares 92,332 Est. Cost $10.78 Unrealized +32.3%
CGCB CAPITAL GRP FIXED INCM ETF T 0.4%
Value ($000) $1,226 Shares 46,646 Est. Cost $25.81 Unrealized
IWR ISHARES TR 0.4%
Value ($000) $1,215 Shares 14,278 Est. Cost $81.54 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,205 Shares 4,385 Est. Cost $224.07 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,185 Shares 7,468 Est. Cost $79.46 Unrealized +72.4%
MRK MERCK & CO INC 0.4%
Value ($000) $1,172 Shares 13,060 Est. Cost $84.30 Unrealized +6.9%
SLYV SPDR SER TR 0.4%
Value ($000) $1,164 Shares 14,850 Est. Cost $82.18 Unrealized
FIGB FIDELITY MERRIMACK STR TR 0.4%
Value ($000) $1,154 Shares 26,844 Est. Cost $42.46 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,093 Shares 3,498 Est. Cost $232.72 Unrealized +25.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,061 Shares 1,988 Est. Cost $516.76 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $1,027 Shares 1,827 Est. Cost $479.67 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.4%
Value ($000) $1,018 Shares 29,711 Est. Cost $28.42 Unrealized
T AT&T INC 0.4%
Value ($000) $995 Shares 35,169 Est. Cost $16.15 Unrealized +50.8%
MDYG SPDR SER TR 0.3%
Value ($000) $978 Shares 12,305 Est. Cost $79.61 Unrealized
PPG PPG INDS INC 0.3%
Value ($000) $946 Shares 8,650 Est. Cost $137.43 Unrealized -18.1%
SPYG SPDR SER TR 0.3%
Value ($000) $940 Shares 11,690 Est. Cost $73.35 Unrealized
MDYV SPDR SER TR 0.3%
Value ($000) $884 Shares 11,473 Est. Cost $73.16 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $879 Shares 2,362 Est. Cost $251.57 Unrealized +49.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $822 Shares 13,696 Est. Cost $34.55 Unrealized +47.7%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $765 Shares 3,135 Est. Cost $156.21 Unrealized +43.0%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $758 Shares 3,276 Est. Cost $160.17 Unrealized +36.3%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $752 Shares 795 Est. Cost $568.17 Unrealized +70.8%
META META PLATFORMS INC 0.3%
Value ($000) $733 Shares 1,272 Est. Cost $424.83 Unrealized +51.4%
CAT CATERPILLAR INC 0.3%
Value ($000) $718 Shares 2,176 Est. Cost $201.64 Unrealized +74.5%
IWM ISHARES TR 0.3%
Value ($000) $712 Shares 3,570 Est. Cost $212.35 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $710 Shares 1,513 Est. Cost $355.11 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $689 Shares 20,631 Est. Cost $24.74 Unrealized
JPRE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $661 Shares 13,711 Est. Cost $45.79 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $626 Shares 10,314 Est. Cost $53.25 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $616 Shares 5,050 Est. Cost $86.80 Unrealized +27.4%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $608 Shares 9,962 Est. Cost $49.97 Unrealized +11.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $602 Shares 4,235 Est. Cost $114.30 Unrealized +13.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $588 Shares 3,540 Est. Cost $121.68 Unrealized
JCPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $582 Shares 12,096 Est. Cost $47.25 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $581 Shares 6,324 Est. Cost $61.48 Unrealized +36.8%
WINN HARBOR ETF TRUST 0.2%
Value ($000) $578 Shares 23,584 Est. Cost $23.89 Unrealized
DE DEERE & CO 0.2%
Value ($000) $571 Shares 1,217 Est. Cost $339.61 Unrealized +35.9%
CCI CROWN CASTLE INC 0.2%
Value ($000) $571 Shares 5,479 Est. Cost $141.81 Unrealized -37.2%
GE GE AEROSPACE 0.2%
Value ($000) $545 Shares 2,723 Est. Cost $110.54 Unrealized +77.1%
UNP UNION PAC CORP 0.2%
Value ($000) $530 Shares 2,245 Est. Cost $214.78 Unrealized +9.7%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $527 Shares 3,991 Est. Cost $71.84 Unrealized +80.1%
AMGN AMGEN INC 0.2%
Value ($000) $514 Shares 1,649 Est. Cost $186.15 Unrealized +54.3%
NFLX NETFLIX INC 0.2%
Value ($000) $500 Shares 536 Est. Cost $38.16 Unrealized +149.2%
SLYG SPDR SER TR 0.2%
Value ($000) $499 Shares 6,009 Est. Cost $89.07 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $499 Shares 5,947 Est. Cost $64.24 Unrealized +28.5%
RTX RTX CORPORATION 0.2%
Value ($000) $490 Shares 3,701 Est. Cost $80.83 Unrealized +54.4%
MMM 3M CO 0.2%
Value ($000) $478 Shares 3,257 Est. Cost $113.69 Unrealized +27.2%
TSLA TESLA INC 0.2%
Value ($000) $470 Shares 1,814 Est. Cost $193.71 Unrealized +72.0%
SHEL SHELL PLC 0.2%
Value ($000) $455 Shares 6,203 Est. Cost $55.67 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $444 Shares 7,606 Est. Cost $104.87 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $443 Shares 3,954 Est. Cost $69.97 Unrealized +43.7%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $443 Shares 12,002 Est. Cost $44.16 Unrealized -20.7%
TDVG T ROWE PRICE ETF INC 0.2%
Value ($000) $440 Shares 10,882 Est. Cost $40.40 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $438 Shares 6,172 Est. Cost $67.82 Unrealized +1.2%
PPL PPL CORP 0.2%
Value ($000) $437 Shares 12,104 Est. Cost $25.00 Unrealized +31.7%
WAB WABTEC 0.2%
Value ($000) $428 Shares 2,362 Est. Cost $190.90 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value ($000) $427 Shares 5,966 Est. Cost $51.30 Unrealized +26.6%
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $412 Shares 17,462 Est. Cost $23.64 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $403 Shares 17,119 Est. Cost $23.77 Unrealized
BSMS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $397 Shares 17,142 Est. Cost $23.60 Unrealized
BSMT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $397 Shares 17,465 Est. Cost $22.93 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $393 Shares 3,297 Est. Cost $117.94 Unrealized -0.9%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $393 Shares 6,573 Est. Cost $58.70 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $391 Shares 2,225 Est. Cost $159.23 Unrealized +19.5%
SPYV SPDR SER TR 0.1%
Value ($000) $377 Shares 7,382 Est. Cost $47.93 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $374 Shares 15,302 Est. Cost $23.36 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $367 Shares 13,674 Est. Cost $26.68 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $359 Shares 803 Est. Cost $329.71 Unrealized +36.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $350 Shares 669 Est. Cost $462.93 Unrealized +7.9%
INTC INTEL CORP 0.1%
Value ($000) $347 Shares 15,284 Est. Cost $45.91 Unrealized -52.3%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $344 Shares 15,972 Est. Cost $30.07 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $342 Shares 2,845 Est. Cost $106.64 Unrealized +18.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $335 Shares 3,191 Est. Cost $102.31 Unrealized -5.4%
MPC MARATHON PETE CORP 0.1%
Value ($000) $335 Shares 2,299 Est. Cost $140.71 Unrealized +3.2%
EQT EQT CORP 0.1%
Value ($000) $326 Shares 6,098 Est. Cost $41.87 Unrealized +20.7%
OKE ONEOK INC NEW 0.1%
Value ($000) $324 Shares 3,263 Est. Cost $71.94 Unrealized +32.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $322 Shares 4,487 Est. Cost $41.39 Unrealized +78.1%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $315 Shares 1,156 Est. Cost $223.50 Unrealized +14.5%
MMIT NEW YORK LIFE INVTS ACTIVE E 0.1%
Value ($000) $315 Shares 13,132 Est. Cost $24.01 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $314 Shares 6,334 Est. Cost $50.13 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $309 Shares 1,034 Est. Cost $274.20 Unrealized +4.9%
WSBC WESBANCO INC 0.1%
Value ($000) $308 Shares 9,950 Est. Cost $34.01 Unrealized -1.8%
BA BOEING CO 0.1%
Value ($000) $304 Shares 1,783 Est. Cost $209.04 Unrealized -17.2%
FCF FIRST COMWLTH FINL CORP PA 0.1%
Value ($000) $302 Shares 19,447 Est. Cost $13.04 Unrealized +20.1%
ANSYS INC 0.1%
Value ($000) $301 Shares 950 Est. Cost $401.05 Unrealized
BSSX INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $293 Shares 11,590 Est. Cost $26.39 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $293 Shares 7,482 Est. Cost $35.20 Unrealized +15.6%
BSMW INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $291 Shares 11,825 Est. Cost $25.77 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $290 Shares 5,441 Est. Cost $41.39 Unrealized +27.4%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $290 Shares 1,225 Est. Cost $208.38 Unrealized +14.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $275 Shares 553 Est. Cost $480.76 Unrealized +12.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $267 Shares 2,426 Est. Cost $155.46 Unrealized -27.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $262 Shares 4,378 Est. Cost $56.33 Unrealized +2.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $259 Shares 3,823 Est. Cost $68.34 Unrealized -12.6%
PNR PENTAIR PLC 0.1%
Value ($000) $259 Shares 2,962 Est. Cost $74.57 Unrealized +26.8%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $257 Shares 22,150 Est. Cost $8.04 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $252 Shares 5,460 Est. Cost $40.50 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $249 Shares 454 Est. Cost $452.95 Unrealized +19.7%
CSX CSX CORP 0.1%
Value ($000) $249 Shares 8,444 Est. Cost $31.31 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $242 Shares 992 Est. Cost $194.50 Unrealized +30.4%
BCPC BALCHEM CORP 0.1%
Value ($000) $237 Shares 1,425 Est. Cost $125.74 Unrealized +29.6%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $233 Shares 3,350 Est. Cost $102.27 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $232 Shares 4,826 Est. Cost $58.37 Unrealized -19.8%
ORI OLD REP INTL CORP 0.1%
Value ($000) $232 Shares 5,905 Est. Cost $28.98 Unrealized +16.3%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $228 Shares 1,339 Est. Cost $170.70 Unrealized +8.3%
EFA ISHARES TR 0.1%
Value ($000) $228 Shares 2,792 Est. Cost $76.44 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $227 Shares 2,470 Est. Cost $102.93 Unrealized -2.3%
CB CHUBB LIMITED 0.1%
Value ($000) $227 Shares 751 Est. Cost $270.79 Unrealized +2.0%
JUNIPER NETWORKS INC 0.1%
Value ($000) $223 Shares 6,153 Est. Cost $27.84 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $222 Shares 2,009 Est. Cost $95.23 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $220 Shares 945 Est. Cost $195.83 Unrealized +23.6%
AFL AFLAC INC 0.1%
Value ($000) $217 Shares 1,950 Est. Cost $98.75 Unrealized +5.4%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $216 Shares 8,813 Est. Cost $24.51 Unrealized
OGN ORGANON & CO 0.1%
Value ($000) $214 Shares 14,343 Est. Cost $16.04 Unrealized -5.8%
BSCS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $213 Shares 10,480 Est. Cost $20.13 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $211 Shares 2,900 Est. Cost $74.98 Unrealized +4.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $207 Shares 1,348 Est. Cost $149.39 Unrealized +6.9%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $207 Shares 1,900 Est. Cost $99.22 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $203 Shares 2,718 Est. Cost $29.86 Unrealized +6.8%
BSCU INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $201 Shares 12,125 Est. Cost $16.37 Unrealized