HOLDERNESS INVESTMENTS CO Diversified Active

CIK: 0001184820 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value ($000): $302,771 (100.0% shares, 0.0% debt)

Holdings (217)

AMZN AMAZON COM INC 5.5%
Value ($000) $16,630 Shares 4,834 Est. Cost $66.43 Unrealized +150.2%
MSFT MICROSOFT CORP 5.2%
Value ($000) $15,830 Shares 58,433 Est. Cost $50.52 Unrealized +384.5%
AAPL APPLE INC 4.6%
Value ($000) $13,807 Shares 100,811 Est. Cost $85.86 Unrealized +47.3%
AMAT APPLIED MATLS INC 3.7%
Value ($000) $11,130 Shares 78,161 Est. Cost $21.45 Unrealized +500.5%
HD HOME DEPOT INC 2.0%
Value ($000) $6,039 Shares 18,939 Est. Cost $90.09 Unrealized +215.1%
QQQ INVESCO QQQ TR 2.0%
Value ($000) $5,961 Shares 16,819 Est. Cost $186.37 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 1.9%
Value ($000) $5,687 Shares 112,090 Est. Cost $50.39 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.8%
Value ($000) $5,584 Shares 99,665 Est. Cost $31.13 Unrealized +39.5%
GOOGL ALPHABET INC 1.6%
Value ($000) $4,937 Shares 2,022 Est. Cost $44.31 Unrealized +161.6%
INTC INTEL CORP 1.5%
Value ($000) $4,539 Shares 80,846 Est. Cost $28.03 Unrealized +91.2%
PFE PFIZER INC 1.5%
Value ($000) $4,539 Shares 115,903 Est. Cost $23.49 Unrealized +31.9%
DUK DUKE ENERGY CORP NEW 1.4%
Value ($000) $4,304 Shares 43,594 Est. Cost $55.86 Unrealized +50.1%
CRUS CIRRUS LOGIC INC 1.4%
Value ($000) $4,244 Shares 49,863 Est. Cost $21.24 Unrealized +277.5%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $4,209 Shares 10,512 Est. Cost $126.69 Unrealized +191.3%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $4,171 Shares 25,318 Est. Cost $97.36 Unrealized +48.8%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $4,122 Shares 5,152 Est. Cost $3.39 Unrealized +371.8%
CSCO CISCO SYS INC 1.2%
Value ($000) $3,757 Shares 70,878 Est. Cost $21.46 Unrealized +113.5%
QRVO QORVO INC 1.2%
Value ($000) $3,754 Shares 19,187 Est. Cost $83.27 Unrealized +121.5%
HON HONEYWELL INTL INC 1.1%
Value ($000) $3,473 Shares 15,831 Est. Cost $69.24 Unrealized +177.5%
ABBV ABBVIE INC 1.1%
Value ($000) $3,299 Shares 29,292 Est. Cost $54.43 Unrealized +74.1%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $3,132 Shares 23,215 Est. Cost $73.78 Unrealized +63.6%
VRIG INVESCO ACTIVELY MANAGED ETF 1.0%
Value ($000) $3,096 Shares 123,373 Est. Cost $25.05 Unrealized
BX BLACKSTONE GROUP INC 1.0%
Value ($000) $3,002 Shares 30,902 Est. Cost $39.30 Unrealized +94.0%
META FACEBOOK INC 1.0%
Value ($000) $2,977 Shares 8,561 Est. Cost $142.33 Unrealized +123.8%
BAC BK OF AMERICA CORP 0.9%
Value ($000) $2,857 Shares 69,293 Est. Cost $16.43 Unrealized +122.6%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $2,835 Shares 18,224 Est. Cost $72.91 Unrealized +91.6%
VCSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,786 Shares 33,688 Est. Cost $82.60 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $2,705 Shares 34,778 Est. Cost $46.82 Unrealized +37.0%
T AT&T INC 0.9%
Value ($000) $2,644 Shares 91,872 Est. Cost $14.03 Unrealized +21.1%
BA BOEING CO 0.8%
Value ($000) $2,560 Shares 10,686 Est. Cost $131.85 Unrealized +83.4%
GOOG ALPHABET INC 0.8%
Value ($000) $2,529 Shares 1,009 Est. Cost $41.44 Unrealized +185.5%
MCD MCDONALDS CORP 0.8%
Value ($000) $2,490 Shares 10,778 Est. Cost $103.68 Unrealized +101.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,462 Shares 39,035 Est. Cost $56.57 Unrealized -11.5%
ORCL ORACLE CORP 0.8%
Value ($000) $2,408 Shares 30,932 Est. Cost $35.67 Unrealized +106.3%
TFC TRUIST FINL CORP 0.8%
Value ($000) $2,389 Shares 43,051 Est. Cost $38.84 Unrealized +21.1%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $2,383 Shares 6,527 Est. Cost $123.38 Unrealized +193.6%
ETN EATON CORP PLC 0.7%
Value ($000) $2,158 Shares 14,561 Est. Cost $60.91 Unrealized +119.9%
CAT CATERPILLAR INC 0.7%
Value ($000) $2,138 Shares 9,823 Est. Cost $77.01 Unrealized +175.1%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $2,132 Shares 14,543 Est. Cost $101.89 Unrealized +11.3%
LOW LOWES COS INC 0.7%
Value ($000) $2,037 Shares 10,503 Est. Cost $65.19 Unrealized +175.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,974 Shares 7,103 Est. Cost $176.86 Unrealized +58.0%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,970 Shares 29,475 Est. Cost $39.52 Unrealized +36.4%
NFLX NETFLIX INC 0.6%
Value ($000) $1,804 Shares 3,416 Est. Cost $20.06 Unrealized +154.8%
DOW DOW INC 0.6%
Value ($000) $1,772 Shares 28,009 Est. Cost $34.56 Unrealized +47.7%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,736 Shares 30,444 Est. Cost $27.55 Unrealized +78.1%
KO COCA COLA CO 0.6%
Value ($000) $1,723 Shares 31,836 Est. Cost $34.19 Unrealized +38.3%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,700 Shares 9,670 Est. Cost $105.93 Unrealized +65.9%
LQD ISHARES TR 0.6%
Value ($000) $1,689 Shares 12,574 Est. Cost $131.60 Unrealized
GLW CORNING INC 0.6%
Value ($000) $1,667 Shares 40,763 Est. Cost $15.85 Unrealized +141.6%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,623 Shares 8,438 Est. Cost $37.35 Unrealized +339.7%
PEP PEPSICO INC 0.5%
Value ($000) $1,604 Shares 10,826 Est. Cost $82.85 Unrealized +52.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,603 Shares 18,793 Est. Cost $54.31 Unrealized +39.4%
V VISA INC 0.5%
Value ($000) $1,585 Shares 6,779 Est. Cost $104.77 Unrealized +110.9%
IDU ISHARES TR 0.5%
Value ($000) $1,575 Shares 20,061 Est. Cost $103.97 Unrealized
MMM 3M CO 0.5%
Value ($000) $1,549 Shares 7,796 Est. Cost $111.54 Unrealized +25.9%
SO SOUTHERN CO 0.5%
Value ($000) $1,525 Shares 25,203 Est. Cost $37.76 Unrealized +42.4%
FDX FEDEX CORP 0.5%
Value ($000) $1,464 Shares 4,908 Est. Cost $156.49 Unrealized +72.7%
AVY AVERY DENNISON CORP 0.5%
Value ($000) $1,447 Shares 6,882 Est. Cost $41.23 Unrealized +370.9%
IRM IRON MTN INC NEW 0.5%
Value ($000) $1,421 Shares 33,576 Est. Cost $21.11 Unrealized +64.2%
LABORATORY CORP AMER HLDGS 0.4%
Value ($000) $1,287 Shares 4,664 Est. Cost $133.20 Unrealized
EMN EASTMAN CHEM CO 0.4%
Value ($000) $1,274 Shares 10,910 Est. Cost $55.96 Unrealized +81.4%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,234 Shares 11,864 Est. Cost $65.94 Unrealized
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,229 Shares 11,801 Est. Cost $75.36 Unrealized
DE DEERE & CO 0.4%
Value ($000) $1,198 Shares 3,397 Est. Cost $77.61 Unrealized +341.8%
AVGO BROADCOM INC 0.4%
Value ($000) $1,197 Shares 2,510 Est. Cost $23.56 Unrealized +78.5%
MUB ISHARES TR 0.4%
Value ($000) $1,185 Shares 10,111 Est. Cost $115.17 Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $1,181 Shares 26,077 Est. Cost $38.65 Unrealized +3.4%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,169 Shares 11,162 Est. Cost $76.09 Unrealized +14.5%
KLAC KLA CORP 0.4%
Value ($000) $1,163 Shares 3,588 Est. Cost $71.01 Unrealized +329.4%
IP INTERNATIONAL PAPER CO 0.4%
Value ($000) $1,144 Shares 18,666 Est. Cost $30.85 Unrealized +51.1%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,143 Shares 10,221 Est. Cost $57.51 Unrealized +76.8%
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $1,142 Shares 20,651 Est. Cost $54.71 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $1,126 Shares 15,308 Est. Cost $55.97 Unrealized +12.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,099 Shares 7,692 Est. Cost $56.91 Unrealized +114.6%
AMGN AMGEN INC 0.4%
Value ($000) $1,099 Shares 4,509 Est. Cost $126.22 Unrealized +68.4%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,099 Shares 5,969 Est. Cost $93.73 Unrealized +79.2%
GSY INVESCO ACTIVELY MANAGED ETF 0.4%
Value ($000) $1,096 Shares 21,702 Est. Cost $50.47 Unrealized
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $1,087 Shares 8,124 Est. Cost $95.46 Unrealized +17.7%
ABT ABBOTT LABS 0.4%
Value ($000) $1,072 Shares 9,245 Est. Cost $36.48 Unrealized +194.1%
ENB ENBRIDGE INC 0.4%
Value ($000) $1,062 Shares 26,527 Est. Cost $24.46 Unrealized +17.1%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $1,053 Shares 10,567 Est. Cost $23.30 Unrealized +97.3%
PHG KONINKLIJKE PHILIPS N V 0.3%
Value ($000) $1,008 Shares 20,281 Est. Cost $28.86 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $1,007 Shares 3,752 Est. Cost $32.92 Unrealized +559.6%
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,007 Shares 3,879 Est. Cost $104.97 Unrealized +132.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,000 Shares 2,643 Est. Cost $208.04 Unrealized +62.7%
LAM RESEARCH CORP 0.3%
Value ($000) $975 Shares 1,499 Est. Cost $190.71 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $969 Shares 4,335 Est. Cost $76.11 Unrealized +169.4%
CVS CVS HEALTH CORP 0.3%
Value ($000) $936 Shares 11,214 Est. Cost $57.56 Unrealized +22.4%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $932 Shares 4,858 Est. Cost $79.26 Unrealized +97.5%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $918 Shares 3,148 Est. Cost $77.38 Unrealized +240.5%
VFC V F CORP 0.3%
Value ($000) $905 Shares 11,034 Est. Cost $49.68 Unrealized +67.8%
JMST J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $901 Shares 17,650 Est. Cost $51.07 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $881 Shares 9,656 Est. Cost $87.68 Unrealized
LNC LINCOLN NATL CORP IND 0.3%
Value ($000) $878 Shares 13,978 Est. Cost $41.53 Unrealized +24.9%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $877 Shares 11,332 Est. Cost $27.24 Unrealized +12.3%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $863 Shares 2,374 Est. Cost $164.92 Unrealized +102.4%
EMR EMERSON ELEC CO 0.3%
Value ($000) $840 Shares 8,725 Est. Cost $47.24 Unrealized +81.0%
MCK MCKESSON CORP 0.3%
Value ($000) $818 Shares 4,276 Est. Cost $148.61 Unrealized +26.6%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $811 Shares 1,895 Est. Cost $365.94 Unrealized
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $800 Shares 5,315 Est. Cost $99.53 Unrealized +29.0%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $797 Shares 12,769 Est. Cost $32.43 Unrealized +68.4%
GPC GENUINE PARTS CO 0.3%
Value ($000) $790 Shares 6,244 Est. Cost $68.88 Unrealized +60.8%
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $766 Shares 7,345 Est. Cost $63.12 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $763 Shares 1,513 Est. Cost $313.45 Unrealized +48.7%
VUSB VANGUARD BD INDEX FDS 0.3%
Value ($000) $761 Shares 15,193 Est. Cost $50.09 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $755 Shares 345 Est. Cost $1841.61 Unrealized +24.7%
WMT WALMART INC 0.2%
Value ($000) $742 Shares 5,263 Est. Cost $37.01 Unrealized +18.3%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $736 Shares 9,404 Est. Cost $56.21 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $672 Shares 9,764 Est. Cost $55.18 Unrealized +1.2%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $665 Shares 13,675 Est. Cost $18.72 Unrealized +124.2%
PFG PRINCIPAL FINANCIAL GROUP IN 0.2%
Value ($000) $655 Shares 10,361 Est. Cost $36.13 Unrealized +49.6%
MGA MAGNA INTL INC 0.2%
Value ($000) $646 Shares 6,975 Est. Cost $38.98 Unrealized +109.8%
GIS GENERAL MLS INC 0.2%
Value ($000) $623 Shares 10,222 Est. Cost $41.07 Unrealized +28.8%
HEDJ WISDOMTREE TR 0.2%
Value ($000) $590 Shares 7,744 Est. Cost $56.56 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $588 Shares 6,275 Est. Cost $62.42 Unrealized +39.7%
BLACKROCK INC 0.2%
Value ($000) $586 Shares 670 Est. Cost $412.70 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $585 Shares 5,583 Est. Cost $77.66 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $570 Shares 3,027 Est. Cost $121.91 Unrealized +40.2%
O REALTY INCOME CORP 0.2%
Value ($000) $562 Shares 8,417 Est. Cost $43.04 Unrealized +20.4%
CLX CLOROX CO DEL 0.2%
Value ($000) $561 Shares 3,119 Est. Cost $106.27 Unrealized +48.1%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $557 Shares 3,875 Est. Cost $120.33 Unrealized +15.0%
RY ROYAL BK CDA 0.2%
Value ($000) $557 Shares 5,499 Est. Cost $76.69 Unrealized +29.2%
SON SONOCO PRODS CO 0.2%
Value ($000) $547 Shares 8,182 Est. Cost $38.50 Unrealized +45.4%
LINDE PLC 0.2%
Value ($000) $543 Shares 1,879 Est. Cost $155.96 Unrealized
JMUB J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $532 Shares 9,632 Est. Cost $54.52 Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $531 Shares 6,489 Est. Cost $48.23 Unrealized +48.7%
CTVA CORTEVA INC 0.2%
Value ($000) $529 Shares 11,921 Est. Cost $25.02 Unrealized +75.5%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $520 Shares 3,804 Est. Cost $55.10 Unrealized +140.5%
FCNCA FIRST CTZNS BANCSHARES INC N 0.2%
Value ($000) $505 Shares 606 Est. Cost $495.92 Unrealized +69.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $503 Shares 950 Est. Cost $234.34 Unrealized +112.7%
CSX CSX CORP 0.2%
Value ($000) $503 Shares 15,687 Est. Cost $24.81 Unrealized +24.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $499 Shares 1,261 Est. Cost $307.82 Unrealized +16.6%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $496 Shares 2,599 Est. Cost $93.98 Unrealized +68.9%
TGT TARGET CORP 0.2%
Value ($000) $488 Shares 2,018 Est. Cost $154.63 Unrealized +23.9%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $485 Shares 45,590 Est. Cost $11.72 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $476 Shares 7,810 Est. Cost $47.15 Unrealized +0.1%
HAL HALLIBURTON CO 0.2%
Value ($000) $474 Shares 20,502 Est. Cost $37.45 Unrealized -45.6%
VOD VODAFONE GROUP PLC NEW 0.2%
Value ($000) $463 Shares 27,008 Est. Cost $32.07 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $461 Shares 1,214 Est. Cost $222.03 Unrealized +43.9%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $461 Shares 3,280 Est. Cost $109.93 Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $459 Shares 4,808 Est. Cost $51.62 Unrealized
SYNA SYNAPTICS INC 0.2%
Value ($000) $459 Shares 2,948 Est. Cost $79.02 Unrealized +71.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $448 Shares 13,992 Est. Cost $59.12 Unrealized -53.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $447 Shares 9,382 Est. Cost $34.54 Unrealized -1.7%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $439 Shares 1,745 Est. Cost $171.37 Unrealized +25.6%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $439 Shares 2,839 Est. Cost $102.39 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $433 Shares 1,085 Est. Cost $288.81 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $433 Shares 11,667 Est. Cost $11.97 Unrealized +205.3%
VMWARE INC 0.1%
Value ($000) $396 Shares 2,475 Est. Cost $98.87 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $392 Shares 3,955 Est. Cost $64.24 Unrealized +19.0%
ICF ISHARES TR 0.1%
Value ($000) $391 Shares 5,984 Est. Cost $77.09 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $391 Shares 4,600 Est. Cost $46.01 Unrealized +79.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $390 Shares 4,650 Est. Cost $45.40 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $388 Shares 5,134 Est. Cost $53.88 Unrealized
IXG ISHARES TR 0.1%
Value ($000) $384 Shares 4,947 Est. Cost $56.91 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $378 Shares 1,748 Est. Cost $180.55 Unrealized +8.3%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $364 Shares 1,955 Est. Cost $20.01 Unrealized +69.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $360 Shares 3,356 Est. Cost $47.37 Unrealized +86.3%
PPG PPG INDS INC 0.1%
Value ($000) $358 Shares 2,107 Est. Cost $109.89 Unrealized +42.3%
ELV ANTHEM INC 0.1%
Value ($000) $355 Shares 930 Est. Cost $247.08 Unrealized +45.1%
DOCU DOCUSIGN INC 0.1%
Value ($000) $351 Shares 1,254 Est. Cost $225.17 Unrealized -0.7%
DRIV GLOBAL X FDS 0.1%
Value ($000) $350 Shares 12,356 Est. Cost $26.54 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.1%
Value ($000) $347 Shares 34,175 Est. Cost $2.83 Unrealized +265.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $346 Shares 1,362 Est. Cost $92.00 Unrealized +36.1%
XILINX INC 0.1%
Value ($000) $337 Shares 2,330 Est. Cost $98.28 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $334 Shares 4,300 Est. Cost $32.84 Unrealized +117.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $330 Shares 4,500 Est. Cost $62.44 Unrealized +6.5%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $328 Shares 4,324 Est. Cost $68.49 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $321 Shares 2,133 Est. Cost $78.16 Unrealized +77.9%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $318 Shares 1,413 Est. Cost $199.88 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $314 Shares 1,284 Est. Cost $172.03 Unrealized +32.4%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $311 Shares 2,276 Est. Cost $134.17 Unrealized +3.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $308 Shares 1,159 Est. Cost $150.98 Unrealized +65.8%
ASML ASML HOLDING N V 0.1%
Value ($000) $307 Shares 445 Est. Cost $495.16 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $307 Shares 451 Est. Cost $243.23 Unrealized -10.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $305 Shares 4,406 Est. Cost $52.42 Unrealized +32.1%
ARKK ARK ETF TR 0.1%
Value ($000) $305 Shares 2,334 Est. Cost $120.06 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $302 Shares 6,608 Est. Cost $41.10 Unrealized
CITRIX SYS INC 0.1%
Value ($000) $302 Shares 2,578 Est. Cost $87.33 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $302 Shares 728 Est. Cost $301.03 Unrealized +11.4%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $296 Shares 6,050 Est. Cost $72.54 Unrealized
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $285 Shares 3,150 Est. Cost $84.69 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $285 Shares 3,609 Est. Cost $64.07 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $285 Shares 8,679 Est. Cost $31.75 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $283 Shares 2,060 Est. Cost $104.96 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $277 Shares 3,280 Est. Cost $44.37 Unrealized +63.9%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $265 Shares 1,011 Est. Cost $208.70 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $259 Shares 1,431 Est. Cost $172.61 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $258 Shares 1,061 Est. Cost $140.62 Unrealized +58.0%
FISV FISERV INC 0.1%
Value ($000) $257 Shares 2,400 Est. Cost $109.32 Unrealized +6.3%
L LOEWS CORP 0.1%
Value ($000) $256 Shares 4,680 Est. Cost $39.41 Unrealized +39.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $251 Shares 1,794 Est. Cost $101.34 Unrealized +26.9%
EEM ISHARES TR 0.1%
Value ($000) $250 Shares 4,537 Est. Cost $44.20 Unrealized
TTEK TETRA TECH INC NEW 0.1%
Value ($000) $244 Shares 2,000 Est. Cost $22.53 Unrealized +11.7%
IR INGERSOLL RAND INC 0.1%
Value ($000) $244 Shares 5,003 Est. Cost $33.31 Unrealized +46.6%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $244 Shares 3,400 Est. Cost $56.65 Unrealized +15.1%
IPO RENAISSANCE CAP GREENWICH FD 0.1%
Value ($000) $241 Shares 3,643 Est. Cost $62.20 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $241 Shares 6,300 Est. Cost $27.90 Unrealized +40.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $239 Shares 260 Est. Cost $280.54 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $237 Shares 432 Est. Cost $70.61 Unrealized +43.6%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $235 Shares 680 Est. Cost $305.88 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $234 Shares 371 Est. Cost $552.18 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $234 Shares 630 Est. Cost $59.25 Unrealized 0.0%
SOXX ISHARES TR 0.1%
Value ($000) $233 Shares 513 Est. Cost $424.95 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $222 Shares 1,075 Est. Cost $157.56 Unrealized +37.0%
DXCM DEXCOM INC 0.1%
Value ($000) $220 Shares 515 Est. Cost $96.03 Unrealized 0.0%
RIO RIO TINTO PLC 0.1%
Value ($000) $218 Shares 2,603 Est. Cost $75.19 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $216 Shares 2,788 Est. Cost $74.96 Unrealized
BLUEBIRD BIO INC 0.1%
Value ($000) $213 Shares 6,659 Est. Cost $31.99 Unrealized
CMC MATERIALS INC 0.1%
Value ($000) $211 Shares 1,400 Est. Cost $151.43 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $210 Shares 970 Est. Cost $195.56 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $209 Shares 143 Est. Cost $123.22 Unrealized 0.0%
VTRS VIATRIS INC 0.1%
Value ($000) $208 Shares 14,544 Est. Cost $13.33 Unrealized -11.0%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $207 Shares 2,080 Est. Cost $107.50 Unrealized +1.1%
TAN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $207 Shares 2,316 Est. Cost $89.38 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $204 Shares 5,010 Est. Cost $28.63 Unrealized +18.1%
F FORD MTR CO DEL 0.1%
Value ($000) $189 Shares 12,733 Est. Cost $10.09 Unrealized 0.0%