HOLDERNESS INVESTMENTS CO Diversified Active

CIK: 0001184820 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $364,258 (100.0% shares, 0.0% debt)

Holdings (234)

MSFT MICROSOFT CORP 7.4%
Value ($000) $27,058 Shares 71,956 Est. Cost $124.86 Unrealized +180.6%
AAPL APPLE INC 6.6%
Value ($000) $24,150 Shares 125,437 Est. Cost $111.53 Unrealized +63.9%
AMAT APPLIED MATLS INC 3.0%
Value ($000) $11,017 Shares 67,974 Est. Cost $21.45 Unrealized +572.0%
AMZN AMAZON COM INC 3.0%
Value ($000) $10,861 Shares 71,480 Est. Cost $122.34 Unrealized +14.6%
QQQ INVESCO QQQ TR 2.7%
Value ($000) $9,942 Shares 24,278 Est. Cost $377.48 Unrealized
NVDA NVIDIA CORPORATION 2.6%
Value ($000) $9,462 Shares 19,106 Est. Cost $17.14 Unrealized +170.2%
HD HOME DEPOT INC 1.7%
Value ($000) $6,340 Shares 18,294 Est. Cost $102.30 Unrealized +187.1%
GOOGL ALPHABET INC 1.5%
Value ($000) $5,382 Shares 38,529 Est. Cost $107.20 Unrealized +24.4%
MRK MERCK & CO INC 1.4%
Value ($000) $5,148 Shares 47,224 Est. Cost $61.37 Unrealized +57.8%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $5,091 Shares 9,670 Est. Cost $135.19 Unrealized +278.2%
ORCL ORACLE CORP 1.4%
Value ($000) $5,047 Shares 47,875 Est. Cost $61.67 Unrealized +73.0%
CAT CATERPILLAR INC 1.3%
Value ($000) $4,768 Shares 16,124 Est. Cost $149.07 Unrealized +68.5%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $4,447 Shares 26,141 Est. Cost $95.64 Unrealized +51.5%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $4,356 Shares 43,572 Est. Cost $63.80 Unrealized +53.0%
CSCO CISCO SYS INC 1.2%
Value ($000) $4,227 Shares 83,664 Est. Cost $26.95 Unrealized +78.0%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $4,148 Shares 6,284 Est. Cost $512.70 Unrealized +11.9%
IGV ISHARES TR 1.1%
Value ($000) $4,068 Shares 10,029 Est. Cost $405.64 Unrealized
DUK DUKE ENERGY CORP NEW 1.1%
Value ($000) $3,999 Shares 41,209 Est. Cost $56.94 Unrealized +47.2%
INTC INTEL CORP 1.1%
Value ($000) $3,978 Shares 79,173 Est. Cost $29.93 Unrealized +33.8%
AVGO BROADCOM INC 1.1%
Value ($000) $3,947 Shares 3,536 Est. Cost $44.43 Unrealized +107.6%
CRUS CIRRUS LOGIC INC 1.1%
Value ($000) $3,938 Shares 47,332 Est. Cost $21.77 Unrealized +244.0%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $3,885 Shares 23,752 Est. Cost $116.16 Unrealized +21.8%
VBK VANGUARD INDEX FDS 1.0%
Value ($000) $3,815 Shares 15,781 Est. Cost $241.77 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $3,799 Shares 12,813 Est. Cost $139.14 Unrealized +85.9%
ABBV ABBVIE INC 1.0%
Value ($000) $3,780 Shares 24,395 Est. Cost $54.43 Unrealized +149.3%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $3,734 Shares 25,036 Est. Cost $112.20 Unrealized +22.8%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $3,677 Shares 25,091 Est. Cost $84.56 Unrealized +66.3%
BX BLACKSTONE INC 1.0%
Value ($000) $3,506 Shares 26,782 Est. Cost $39.30 Unrealized +159.8%
PFE PFIZER INC 1.0%
Value ($000) $3,505 Shares 121,746 Est. Cost $24.37 Unrealized +8.4%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $3,129 Shares 82,996 Est. Cost $31.12 Unrealized -0.4%
IRM IRON MTN INC DEL 0.8%
Value ($000) $3,065 Shares 43,801 Est. Cost $30.91 Unrealized +89.0%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $3,035 Shares 19,366 Est. Cost $102.96 Unrealized +39.5%
ETN EATON CORP PLC 0.8%
Value ($000) $3,013 Shares 12,510 Est. Cost $62.00 Unrealized +247.6%
HON HONEYWELL INTL INC 0.8%
Value ($000) $2,944 Shares 14,036 Est. Cost $70.36 Unrealized +144.9%
LOW LOWES COS INC 0.7%
Value ($000) $2,654 Shares 11,927 Est. Cost $84.58 Unrealized +130.2%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $2,608 Shares 6,115 Est. Cost $138.07 Unrealized +187.6%
GOOG ALPHABET INC 0.7%
Value ($000) $2,585 Shares 18,345 Est. Cost $107.87 Unrealized +24.9%
BA BOEING CO 0.7%
Value ($000) $2,505 Shares 9,611 Est. Cost $136.67 Unrealized +56.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,463 Shares 6,905 Est. Cost $188.10 Unrealized +86.6%
BAC BANK AMERICA CORP 0.7%
Value ($000) $2,459 Shares 73,042 Est. Cost $18.02 Unrealized +53.2%
KO COCA COLA CO 0.6%
Value ($000) $2,358 Shares 40,013 Est. Cost $39.36 Unrealized +35.3%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,323 Shares 4,887 Est. Cost $441.24 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $2,270 Shares 44,232 Est. Cost $42.63 Unrealized +10.3%
TFC TRUIST FINL CORP 0.6%
Value ($000) $2,205 Shares 59,725 Est. Cost $35.94 Unrealized -21.5%
SO SOUTHERN CO 0.6%
Value ($000) $2,188 Shares 31,200 Est. Cost $45.82 Unrealized +39.1%
TJX TJX COS INC NEW 0.5%
Value ($000) $2,001 Shares 21,333 Est. Cost $87.27 Unrealized 0.0%
FDX FEDEX CORP 0.5%
Value ($000) $2,001 Shares 7,911 Est. Cost $199.02 Unrealized +21.8%
WMT WALMART INC 0.5%
Value ($000) $1,943 Shares 12,327 Est. Cost $45.16 Unrealized +14.4%
LEN LENNAR CORP 0.5%
Value ($000) $1,868 Shares 12,533 Est. Cost $116.88 Unrealized 0.0%
PEP PEPSICO INC 0.5%
Value ($000) $1,851 Shares 10,896 Est. Cost $87.00 Unrealized +76.7%
V VISA INC 0.5%
Value ($000) $1,822 Shares 6,997 Est. Cost $118.89 Unrealized +104.1%
MCK MCKESSON CORP 0.5%
Value ($000) $1,805 Shares 3,899 Est. Cost $151.01 Unrealized +198.2%
KLAC KLA CORP 0.5%
Value ($000) $1,803 Shares 3,102 Est. Cost $71.01 Unrealized +619.5%
TGT TARGET CORP 0.5%
Value ($000) $1,799 Shares 12,633 Est. Cost $113.03 Unrealized 0.0%
NKE NIKE INC 0.5%
Value ($000) $1,721 Shares 15,851 Est. Cost $102.99 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $1,704 Shares 29,652 Est. Cost $37.28 Unrealized +38.3%
META META PLATFORMS INC 0.5%
Value ($000) $1,701 Shares 4,807 Est. Cost $177.15 Unrealized +82.6%
DHR DANAHER CORPORATION 0.5%
Value ($000) $1,689 Shares 7,302 Est. Cost $126.59 Unrealized +66.2%
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,665 Shares 22,909 Est. Cost $72.66 Unrealized
DOW DOW INC 0.5%
Value ($000) $1,644 Shares 29,983 Est. Cost $36.11 Unrealized +23.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,587 Shares 3,501 Est. Cost $257.36 Unrealized +62.2%
RTX RTX CORPORATION 0.4%
Value ($000) $1,587 Shares 18,856 Est. Cost $86.48 Unrealized -12.5%
QRVO QORVO INC 0.4%
Value ($000) $1,580 Shares 14,030 Est. Cost $83.56 Unrealized +15.6%
AMGN AMGEN INC 0.4%
Value ($000) $1,558 Shares 5,409 Est. Cost $141.65 Unrealized +80.1%
NUE NUCOR CORP 0.4%
Value ($000) $1,544 Shares 8,869 Est. Cost $153.29 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,531 Shares 30,483 Est. Cost $50.18 Unrealized
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,523 Shares 5,813 Est. Cost $117.99 Unrealized +92.7%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,392 Shares 7,432 Est. Cost $156.99 Unrealized 0.0%
VRIG INVESCO ACTIVELY MANAGED ETF 0.4%
Value ($000) $1,369 Shares 54,779 Est. Cost $24.67 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,344 Shares 4,489 Est. Cost $156.32 Unrealized +75.8%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,298 Shares 23,324 Est. Cost $58.00 Unrealized
AVY AVERY DENNISON CORP 0.4%
Value ($000) $1,295 Shares 6,404 Est. Cost $41.23 Unrealized +335.4%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,276 Shares 22,627 Est. Cost $59.26 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $1,268 Shares 12,260 Est. Cost $89.90 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,260 Shares 25,608 Est. Cost $38.71 Unrealized +6.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,246 Shares 28,423 Est. Cost $27.76 Unrealized +44.4%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,208 Shares 10,410 Est. Cost $68.82 Unrealized +59.4%
GLW CORNING INC 0.3%
Value ($000) $1,173 Shares 38,523 Est. Cost $16.44 Unrealized +64.9%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,169 Shares 6,860 Est. Cost $37.35 Unrealized +289.6%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,153 Shares 14,986 Est. Cost $27.68 Unrealized +4.8%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $1,146 Shares 323 Est. Cost $1841.61 Unrealized +66.6%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $1,144 Shares 6,701 Est. Cost $171.83 Unrealized 0.0%
IDU ISHARES TR 0.3%
Value ($000) $1,097 Shares 13,730 Est. Cost $103.97 Unrealized
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $1,060 Shares 4,662 Est. Cost $137.07 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $1,022 Shares 3,754 Est. Cost $57.27 Unrealized +349.9%
T AT&T INC 0.3%
Value ($000) $1,004 Shares 59,836 Est. Cost $14.08 Unrealized +1.0%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $962 Shares 3,945 Est. Cost $93.73 Unrealized +128.9%
VPL VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $958 Shares 13,305 Est. Cost $72.03 Unrealized
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $943 Shares 12,327 Est. Cost $28.91 Unrealized +136.2%
EMN EASTMAN CHEM CO 0.3%
Value ($000) $942 Shares 10,485 Est. Cost $57.82 Unrealized +26.5%
NVS NOVARTIS AG 0.3%
Value ($000) $937 Shares 9,280 Est. Cost $87.82 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $932 Shares 1,991 Est. Cost $164.92 Unrealized +174.1%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $921 Shares 11,370 Est. Cost $56.06 Unrealized +28.8%
DE DEERE & CO 0.3%
Value ($000) $917 Shares 2,294 Est. Cost $98.62 Unrealized +270.2%
ACM AECOM 0.3%
Value ($000) $915 Shares 9,898 Est. Cost $83.01 Unrealized 0.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $896 Shares 6,469 Est. Cost $76.71 Unrealized +67.5%
ENB ENBRIDGE INC 0.2%
Value ($000) $888 Shares 24,647 Est. Cost $25.24 Unrealized +16.5%
IBB ISHARES TR 0.2%
Value ($000) $863 Shares 6,351 Est. Cost $135.85 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N 0.2%
Value ($000) $860 Shares 606 Est. Cost $495.92 Unrealized +180.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $831 Shares 11,477 Est. Cost $32.43 Unrealized +98.3%
GIS GENERAL MLS INC 0.2%
Value ($000) $829 Shares 12,734 Est. Cost $45.08 Unrealized +32.1%
MAS MASCO CORP 0.2%
Value ($000) $823 Shares 12,285 Est. Cost $56.03 Unrealized 0.0%
VMC VULCAN MATLS CO 0.2%
Value ($000) $809 Shares 3,565 Est. Cost $208.58 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $791 Shares 19,253 Est. Cost $41.10 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $787 Shares 7,049 Est. Cost $89.33 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.2%
Value ($000) $782 Shares 9,936 Est. Cost $36.37 Unrealized +84.1%
SAMT ADVISORS INNER CIRCLE FD III 0.2%
Value ($000) $781 Shares 33,900 Est. Cost $23.05 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $780 Shares 12,094 Est. Cost $64.48 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $778 Shares 2,998 Est. Cost $123.37 Unrealized +89.9%
LIN LINDE PLC 0.2%
Value ($000) $765 Shares 1,863 Est. Cost $323.12 Unrealized +18.7%
PIO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $755 Shares 19,098 Est. Cost $39.53 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $739 Shares 3,276 Est. Cost $140.48 Unrealized +41.3%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $736 Shares 20,362 Est. Cost $31.78 Unrealized +0.6%
CTAS CINTAS CORP 0.2%
Value ($000) $732 Shares 1,215 Est. Cost $131.70 Unrealized 0.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $730 Shares 7,496 Est. Cost $47.24 Unrealized +86.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $724 Shares 5,006 Est. Cost $61.73 Unrealized +91.7%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $718 Shares 52,019 Est. Cost $11.39 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $695 Shares 9,230 Est. Cost $61.33 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $692 Shares 19,145 Est. Cost $37.42 Unrealized -2.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $691 Shares 11,376 Est. Cost $57.34 Unrealized -6.8%
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $686 Shares 5,853 Est. Cost $75.01 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $684 Shares 4,642 Est. Cost $119.12 Unrealized -1.1%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $673 Shares 1,268 Est. Cost $346.43 Unrealized +38.8%
MMM 3M CO 0.2%
Value ($000) $672 Shares 6,149 Est. Cost $106.03 Unrealized -28.8%
ABT ABBOTT LABS 0.2%
Value ($000) $671 Shares 6,093 Est. Cost $37.94 Unrealized +153.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $667 Shares 1,145 Est. Cost $364.34 Unrealized +57.8%
TSLA TESLA INC 0.2%
Value ($000) $637 Shares 2,563 Est. Cost $248.26 Unrealized -4.3%
HEDJ WISDOMTREE TR 0.2%
Value ($000) $633 Shares 14,781 Est. Cost $49.32 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $631 Shares 12,133 Est. Cost $56.20 Unrealized -8.9%
D DOMINION ENERGY INC 0.2%
Value ($000) $605 Shares 12,879 Est. Cost $49.85 Unrealized -19.4%
NFLX NETFLIX INC 0.2%
Value ($000) $598 Shares 1,228 Est. Cost $24.69 Unrealized +76.8%
KEY KEYCORP 0.2%
Value ($000) $580 Shares 40,304 Est. Cost $10.65 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $560 Shares 1,452 Est. Cost $256.75 Unrealized +23.8%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $557 Shares 1,181 Est. Cost $292.65 Unrealized +52.6%
RY ROYAL BK CDA 0.2%
Value ($000) $556 Shares 5,499 Est. Cost $76.69 Unrealized +14.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $547 Shares 1,350 Est. Cost $95.70 Unrealized +104.6%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $546 Shares 6,098 Est. Cost $49.30 Unrealized +62.7%
BP BP PLC 0.1%
Value ($000) $527 Shares 14,890 Est. Cost $35.23 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $520 Shares 6,043 Est. Cost $68.55 Unrealized -1.7%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $518 Shares 1,665 Est. Cost $294.42 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $498 Shares 10,402 Est. Cost $26.37 Unrealized +76.5%
CSX CSX CORP 0.1%
Value ($000) $491 Shares 14,157 Est. Cost $25.31 Unrealized +21.9%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $490 Shares 4,355 Est. Cost $79.46 Unrealized +14.4%
BLACKROCK INC 0.1%
Value ($000) $489 Shares 603 Est. Cost $419.66 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $470 Shares 9,942 Est. Cost $56.17 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $469 Shares 5,191 Est. Cost $108.94 Unrealized -20.9%
FISV FISERV INC 0.1%
Value ($000) $465 Shares 3,500 Est. Cost $114.31 Unrealized +7.4%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $451 Shares 5,400 Est. Cost $38.68 Unrealized +103.2%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $445 Shares 15,620 Est. Cost $28.50 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $437 Shares 1,943 Est. Cost $205.77 Unrealized
XRT SPDR SER TR 0.1%
Value ($000) $434 Shares 6,000 Est. Cost $72.32 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $428 Shares 5,626 Est. Cost $65.53 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $428 Shares 546 Est. Cost $424.38 Unrealized
SUPER MICRO COMPUTER INC 0.1%
Value ($000) $422 Shares 1,485 Est. Cost $254.29 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $420 Shares 8,233 Est. Cost $51.05 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $420 Shares 8,243 Est. Cost $50.96 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $420 Shares 867 Est. Cost $328.83 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $414 Shares 2,852 Est. Cost $128.21 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $409 Shares 1,006 Est. Cost $337.51 Unrealized +9.5%
SBR SABINE RTY TR 0.1%
Value ($000) $406 Shares 6,000 Est. Cost $67.71 Unrealized
MGA MAGNA INTL INC 0.1%
Value ($000) $400 Shares 6,775 Est. Cost $38.98 Unrealized +27.4%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $399 Shares 1,060 Est. Cost $320.60 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $397 Shares 3,268 Est. Cost $95.46 Unrealized +16.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $394 Shares 4,995 Est. Cost $59.06 Unrealized +10.7%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $392 Shares 9,213 Est. Cost $12.81 Unrealized +180.3%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $384 Shares 2,300 Est. Cost $111.21 Unrealized +19.5%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $381 Shares 1,771 Est. Cost $20.97 Unrealized +87.8%
PHG KONINKLIJKE PHILIPS N V 0.1%
Value ($000) $380 Shares 16,306 Est. Cost $28.62 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $376 Shares 2,207 Est. Cost $119.42 Unrealized
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $376 Shares 13,934 Est. Cost $38.35 Unrealized -44.6%
BOND PIMCO ETF TR 0.1%
Value ($000) $374 Shares 4,050 Est. Cost $92.45 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $374 Shares 855 Est. Cost $397.54 Unrealized
SON SONOCO PRODS CO 0.1%
Value ($000) $370 Shares 6,625 Est. Cost $38.50 Unrealized +28.7%
MS MORGAN STANLEY 0.1%
Value ($000) $370 Shares 3,968 Est. Cost $74.81 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $370 Shares 1,755 Est. Cost $180.55 Unrealized -0.4%
UNP UNION PAC CORP 0.1%
Value ($000) $367 Shares 1,496 Est. Cost $209.24 Unrealized 0.0%
EWJ ISHARES INC 0.1%
Value ($000) $365 Shares 5,694 Est. Cost $64.14 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $365 Shares 1,689 Est. Cost $100.48 Unrealized +83.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $359 Shares 3,819 Est. Cost $65.77 Unrealized +27.3%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $355 Shares 4,160 Est. Cost $46.26 Unrealized +59.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $352 Shares 2,956 Est. Cost $47.37 Unrealized +134.5%
DOV DOVER CORP 0.1%
Value ($000) $351 Shares 2,282 Est. Cost $98.98 Unrealized +38.1%
CRM SALESFORCE INC 0.1%
Value ($000) $347 Shares 1,317 Est. Cost $174.81 Unrealized +27.9%
ASML ASML HOLDING N V 0.1%
Value ($000) $333 Shares 440 Est. Cost $565.98 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $332 Shares 8,228 Est. Cost $34.52 Unrealized +0.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $326 Shares 3,392 Est. Cost $59.17 Unrealized +55.8%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $326 Shares 3,768 Est. Cost $62.42 Unrealized +27.2%
NOW SERVICENOW INC 0.1%
Value ($000) $315 Shares 446 Est. Cost $87.53 Unrealized +44.0%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $313 Shares 1,250 Est. Cost $239.92 Unrealized
ICF ISHARES TR 0.1%
Value ($000) $311 Shares 5,300 Est. Cost $77.09 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $311 Shares 2,077 Est. Cost $113.02 Unrealized +14.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $310 Shares 1,272 Est. Cost $169.55 Unrealized +39.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $309 Shares 3,400 Est. Cost $57.04 Unrealized +45.6%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $307 Shares 1,132 Est. Cost $222.19 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $306 Shares 4,183 Est. Cost $32.84 Unrealized +97.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $297 Shares 1,660 Est. Cost $101.34 Unrealized +60.3%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $296 Shares 642 Est. Cost $328.44 Unrealized +24.0%
MET METLIFE INC 0.1%
Value ($000) $296 Shares 4,471 Est. Cost $58.77 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $292 Shares 3,785 Est. Cost $77.02 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $290 Shares 503 Est. Cost $444.67 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $290 Shares 2,100 Est. Cost $126.28 Unrealized 0.0%
EFA ISHARES TR 0.1%
Value ($000) $286 Shares 3,800 Est. Cost $75.35 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $281 Shares 7,474 Est. Cost $34.19 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $275 Shares 1,165 Est. Cost $150.98 Unrealized +32.5%
IR INGERSOLL RAND INC 0.1%
Value ($000) $274 Shares 3,541 Est. Cost $56.20 Unrealized +21.4%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $272 Shares 3,347 Est. Cost $53.45 Unrealized +34.2%
LQD ISHARES TR 0.1%
Value ($000) $269 Shares 2,431 Est. Cost $131.68 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $268 Shares 794 Est. Cost $243.83 Unrealized +22.3%
KR KROGER CO 0.1%
Value ($000) $261 Shares 5,714 Est. Cost $43.10 Unrealized -1.7%
SYNA SYNAPTICS INC 0.1%
Value ($000) $261 Shares 2,285 Est. Cost $87.80 Unrealized +13.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $254 Shares 928 Est. Cost $277.69 Unrealized -17.8%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $252 Shares 1,625 Est. Cost $121.36 Unrealized +18.9%
SHEL SHELL PLC 0.1%
Value ($000) $250 Shares 3,805 Est. Cost $56.95 Unrealized
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $249 Shares 2,305 Est. Cost $95.01 Unrealized -3.1%
ICLR ICON PLC 0.1%
Value ($000) $248 Shares 875 Est. Cost $212.31 Unrealized +21.9%
ZTS ZOETIS INC 0.1%
Value ($000) $245 Shares 1,240 Est. Cost $168.32 Unrealized +2.7%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $242 Shares 4,020 Est. Cost $49.00 Unrealized +9.4%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $227 Shares 3,590 Est. Cost $71.85 Unrealized
CPRT COPART INC 0.1%
Value ($000) $224 Shares 4,575 Est. Cost $47.24 Unrealized 0.0%
NEM NEWMONT CORP 0.1%
Value ($000) $223 Shares 5,380 Est. Cost $36.81 Unrealized 0.0%
LPG DORIAN LPG LTD 0.1%
Value ($000) $221 Shares 5,040 Est. Cost $37.17 Unrealized 0.0%
EOG EOG RES INC 0.1%
Value ($000) $218 Shares 1,803 Est. Cost $104.99 Unrealized +10.1%
L LOEWS CORP 0.1%
Value ($000) $217 Shares 3,120 Est. Cost $66.05 Unrealized 0.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $215 Shares 1,510 Est. Cost $124.04 Unrealized 0.0%
BSM BLACK STONE MINERALS L P 0.1%
Value ($000) $215 Shares 13,450 Est. Cost $15.96 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $210 Shares 2,825 Est. Cost $74.46 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $208 Shares 2,966 Est. Cost $60.36 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $207 Shares 890 Est. Cost $222.04 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $207 Shares 3,010 Est. Cost $56.12 Unrealized 0.0%
IYC ISHARES TR 0.1%
Value ($000) $206 Shares 2,725 Est. Cost $75.78 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $179 Shares 20,607 Est. Cost $31.73 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $179 Shares 46,692 Est. Cost $6.19 Unrealized -41.1%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $115 Shares 10,050 Est. Cost $11.47 Unrealized
BLUEBIRD BIO INC 0.0%
Value ($000) $28 Shares 20,074 Est. Cost $6.14 Unrealized