MONETARY MANAGEMENT GROUP INC Diversified Active

CIK: 0001133014 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $280,689 (100.0% shares, 0.0% debt)

Holdings (295)

AAPL Apple Inc Com 8.9%
Value ($000) $24,854 Shares 214,612 Est. Cost $83.93 Unrealized +26.3%
MSFT Microsoft Corp 7.7%
Value ($000) $21,619 Shares 102,787 Est. Cost $48.65 Unrealized +312.6%
AMZN Amazon.Com Inc 5.0%
Value ($000) $14,065 Shares 4,467 Est. Cost $39.48 Unrealized +299.4%
HD Home Depot Inc 3.3%
Value ($000) $9,269 Shares 33,378 Est. Cost $86.16 Unrealized +175.8%
Alphabet Inc (A) 2.5%
Value ($000) $7,127 Shares 4,863 Est. Cost $699.42 Unrealized
META Facebook Inc Cl A 2.2%
Value ($000) $6,101 Shares 23,295 Est. Cost $89.60 Unrealized +185.8%
UNH Unitedhealth Group Inc 1.9%
Value ($000) $5,339 Shares 17,125 Est. Cost $99.64 Unrealized +182.2%
FITB Fifth Third Bnc 1.9%
Value ($000) $5,289 Shares 112 Est. Cost $14.84 Unrealized +10.2%
V Visa Inc Com Cl A 1.6%
Value ($000) $4,558 Shares 22,795 Est. Cost $64.32 Unrealized +198.8%
Paypal Holdings Inc 1.6%
Value ($000) $4,450 Shares 22,585 Est. Cost $45.09 Unrealized
MA Mastercard Inc. 1.5%
Value ($000) $4,318 Shares 12,770 Est. Cost $179.10 Unrealized +76.3%
LOW Lowes Companies 1.5%
Value ($000) $4,163 Shares 25,100 Est. Cost $79.62 Unrealized +75.7%
ABBV Abbvie Inc. 1.4%
Value ($000) $4,016 Shares 45,855 Est. Cost $40.27 Unrealized +89.5%
QCOM Qualcomm Inc 1.4%
Value ($000) $4,010 Shares 34,075 Est. Cost $60.39 Unrealized +57.6%
AMGN Amgen Inc 1.4%
Value ($000) $3,900 Shares 15,346 Est. Cost $100.19 Unrealized +109.1%
TMO Thermo Fischer Corp 1.4%
Value ($000) $3,863 Shares 8,750 Est. Cost $113.45 Unrealized +259.1%
PEP Pepsico Inc 1.3%
Value ($000) $3,568 Shares 25,743 Est. Cost $81.92 Unrealized +40.6%
ABT Abbott Labs 1.2%
Value ($000) $3,508 Shares 32,235 Est. Cost $50.55 Unrealized +82.7%
ADBE Adobe 1.2%
Value ($000) $3,482 Shares 7,100 Est. Cost $254.30 Unrealized +82.9%
IWF I Shares Tr Russell 1000 Growth Index 1.2%
Value ($000) $3,400 Shares 15,675 Est. Cost $117.70 Unrealized
NVDA Nvidia Corp. 1.2%
Value ($000) $3,242 Shares 5,990 Est. Cost $4.57 Unrealized +153.9%
Salesforce.Com 1.1%
Value ($000) $3,076 Shares 12,240 Est. Cost $146.28 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $2,890 Shares 19,410 Est. Cost $79.32 Unrealized +60.1%
LLY Eli Lilly And Co. 1.0%
Value ($000) $2,840 Shares 19,185 Est. Cost $69.27 Unrealized +110.4%
BMY Bristol-Myers 1.0%
Value ($000) $2,702 Shares 44,812 Est. Cost $38.80 Unrealized +25.2%
SYK Stryker Corp 0.9%
Value ($000) $2,629 Shares 12,615 Est. Cost $159.81 Unrealized +14.9%
NKE Nike Inc Cl B 0.9%
Value ($000) $2,587 Shares 20,610 Est. Cost $69.40 Unrealized +43.6%
LHX L3Harris Technologies 0.9%
Value ($000) $2,463 Shares 14,500 Est. Cost $179.08 Unrealized -12.2%
Fidelity Natl Information Serv 0.9%
Value ($000) $2,427 Shares 16,489 Est. Cost $132.60 Unrealized
MRK Merck & Co., Inc. 0.8%
Value ($000) $2,382 Shares 28,719 Est. Cost $58.83 Unrealized +12.1%
JPM J P Morgan/Chase 0.8%
Value ($000) $2,289 Shares 23,774 Est. Cost $52.93 Unrealized +61.4%
Lam Research Corp. 0.8%
Value ($000) $2,271 Shares 6,845 Est. Cost $189.43 Unrealized
HON Honeywell International 0.8%
Value ($000) $2,255 Shares 13,700 Est. Cost $71.18 Unrealized +87.2%
PGR Progressive Corp Ohio 0.8%
Value ($000) $2,223 Shares 23,485 Est. Cost $54.53 Unrealized +40.3%
COST Costco Wholesale 0.8%
Value ($000) $2,174 Shares 6,125 Est. Cost $229.43 Unrealized +34.7%
SBUX Starbucks Corp 0.8%
Value ($000) $2,170 Shares 25,260 Est. Cost $59.74 Unrealized +18.5%
Service Now Inc. 0.7%
Value ($000) $2,066 Shares 4,260 Est. Cost $184.87 Unrealized
LMT Lockheed Martin Corp 0.7%
Value ($000) $2,028 Shares 5,292 Est. Cost $181.96 Unrealized +80.8%
NFLX Netflix 0.7%
Value ($000) $1,957 Shares 3,913 Est. Cost $35.28 Unrealized +41.1%
XYZ Sqaure Inc. 0.7%
Value ($000) $1,952 Shares 12,010 Est. Cost $68.60 Unrealized +105.8%
ACN Accenture Plc 0.7%
Value ($000) $1,898 Shares 8,400 Est. Cost $131.88 Unrealized +61.0%
Nextera Energy Partners LP 0.7%
Value ($000) $1,886 Shares 31,460 Est. Cost $41.93 Unrealized
UNP Union Pac Corp 0.7%
Value ($000) $1,855 Shares 9,425 Est. Cost $148.83 Unrealized +10.8%
Broadcom, Inc 0.7%
Value ($000) $1,850 Shares 5,077 Est. Cost $249.30 Unrealized
SHW Sherwin Williams Company 0.7%
Value ($000) $1,830 Shares 2,626 Est. Cost $155.36 Unrealized +34.0%
IWD I Shares Russell 1000 Value Index 0.7%
Value ($000) $1,829 Shares 15,487 Est. Cost $100.40 Unrealized
PG Procter & Gamble 0.6%
Value ($000) $1,803 Shares 12,975 Est. Cost $60.04 Unrealized +93.8%
EW Edwards Lifesciences 0.6%
Value ($000) $1,785 Shares 22,360 Est. Cost $71.51 Unrealized +9.1%
INTC Intel Corporation 0.6%
Value ($000) $1,671 Shares 32,270 Est. Cost $29.23 Unrealized +59.2%
ORLY O'Reilly Automotive Inc. 0.6%
Value ($000) $1,662 Shares 3,605 Est. Cost $25.61 Unrealized +18.7%
AMT American Tower Corp 0.6%
Value ($000) $1,568 Shares 6,488 Est. Cost $183.31 Unrealized +18.2%
Enviva Partners, LP 0.5%
Value ($000) $1,498 Shares 37,200 Est. Cost $30.95 Unrealized
ICE Intercontinental Exchange Inc 0.5%
Value ($000) $1,478 Shares 14,775 Est. Cost $70.80 Unrealized +29.9%
KO Coca Cola Co 0.5%
Value ($000) $1,385 Shares 28,045 Est. Cost $38.71 Unrealized +5.4%
MDT Medtronic Inc 0.5%
Value ($000) $1,385 Shares 13,326 Est. Cost $62.68 Unrealized +37.6%
HUM Humana Inc. 0.5%
Value ($000) $1,324 Shares 3,200 Est. Cost $75.31 Unrealized +408.6%
ROP Roper Technologies Inc. 0.5%
Value ($000) $1,300 Shares 3,290 Est. Cost $402.72 Unrealized 0.0%
APH Amphenol Corp 0.5%
Value ($000) $1,278 Shares 11,805 Est. Cost $20.05 Unrealized +25.0%
PFE Pfizer, Inc. 0.4%
Value ($000) $1,233 Shares 33,602 Est. Cost $20.95 Unrealized +29.4%
OLN Olin Corporation 0.4%
Value ($000) $1,224 Shares 98,900 Est. Cost $12.33 Unrealized -16.5%
MCD Mcdonald's Corporation 0.4%
Value ($000) $1,193 Shares 5,434 Est. Cost $77.35 Unrealized +134.5%
TJX TJX Cos Inc New Com 0.4%
Value ($000) $1,180 Shares 21,205 Est. Cost $48.12 Unrealized +4.0%
ADP Automatic Data Processing 0.4%
Value ($000) $1,147 Shares 8,225 Est. Cost $85.79 Unrealized +45.7%
SPY Standard & Poors Dep Rec Trust 0.4%
Value ($000) $1,111 Shares 3,317 Est. Cost $246.43 Unrealized
WMT Wal Mart Stores, Inc. 0.4%
Value ($000) $1,103 Shares 7,886 Est. Cost $24.70 Unrealized +67.3%
TSLA Tesla Motors Inc. 0.4%
Value ($000) $1,100 Shares 2,565 Est. Cost $116.27 Unrealized +1.5%
NEE Nextera Energy Inc. 0.4%
Value ($000) $1,066 Shares 3,840 Est. Cost $28.37 Unrealized +112.5%
BRK/B Berkshire Hathaway Class B 0.4%
Value ($000) $1,013 Shares 4,758 Est. Cost $195.40 Unrealized +4.7%
TXN Texas Instruments Inc 0.3%
Value ($000) $980 Shares 6,860 Est. Cost $93.92 Unrealized +24.4%
Dnp Select Income Fund Inc. 0.3%
Value ($000) $964 Shares 96,500 Est. Cost $10.17 Unrealized
Easterly Government Properties, Inc 0.3%
Value ($000) $930 Shares 41,500 Est. Cost $21.26 Unrealized
CVS CVS Health Corporation 0.3%
Value ($000) $926 Shares 15,860 Est. Cost $51.05 Unrealized +2.6%
VZ Verizon Communications 0.3%
Value ($000) $924 Shares 15,539 Est. Cost $28.79 Unrealized +47.9%
IWR Ishares Russell Midcap Index Fund 0.3%
Value ($000) $907 Shares 15,810 Est. Cost $72.48 Unrealized
T AT&T 0.3%
Value ($000) $881 Shares 30,909 Est. Cost $13.67 Unrealized +13.8%
IWM IShares Russell 2000 Index Fd 0.3%
Value ($000) $880 Shares 5,875 Est. Cost $124.82 Unrealized
Centene Corp 0.3%
Value ($000) $857 Shares 14,694 Est. Cost $69.71 Unrealized
ORCL Oracle Corp 0.3%
Value ($000) $845 Shares 14,160 Est. Cost $38.71 Unrealized +36.2%
PM Philip Morris Intl Inc 0.3%
Value ($000) $842 Shares 11,225 Est. Cost $51.45 Unrealized +14.4%
CAT Caterpillar Inc. 0.3%
Value ($000) $839 Shares 5,627 Est. Cost $83.25 Unrealized +52.3%
Select Sector SPDR Financial 0.3%
Value ($000) $806 Shares 33,500 Est. Cost $24.37 Unrealized
CSCO Cisco Systems Inc. 0.3%
Value ($000) $785 Shares 19,918 Est. Cost $38.42 Unrealized -3.5%
V M Ware 0.3%
Value ($000) $743 Shares 5,170 Est. Cost $122.12 Unrealized
NOC Northrop Grumman Corp 0.3%
Value ($000) $737 Shares 2,335 Est. Cost $140.24 Unrealized +112.6%
Alphabet Inc (C) 0.3%
Value ($000) $717 Shares 488 Est. Cost $745.64 Unrealized
Select Spiders Consumer Staples 0.2%
Value ($000) $693 Shares 10,810 Est. Cost $56.69 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $682 Shares 9,468 Est. Cost $81.47 Unrealized -18.4%
DG Dollar General 0.2%
Value ($000) $664 Shares 3,170 Est. Cost $118.73 Unrealized +53.3%
LUV Southwest Airlines 0.2%
Value ($000) $641 Shares 17,100 Est. Cost $29.57 Unrealized +11.8%
CMCSA Comcast Corp Cl A 0.2%
Value ($000) $628 Shares 13,576 Est. Cost $24.33 Unrealized +54.6%
Walgreen Boots Alliance Inc. 0.2%
Value ($000) $624 Shares 17,375 Est. Cost $71.12 Unrealized
MDLZ Mondelez Intl Inc 0.2%
Value ($000) $601 Shares 10,469 Est. Cost $24.23 Unrealized +100.4%
BA Boeing 0.2%
Value ($000) $591 Shares 3,575 Est. Cost $134.45 Unrealized +26.8%
GH Guardant Health Inc 0.2%
Value ($000) $587 Shares 5,250 Est. Cost $80.57 Unrealized +13.5%
CL Colgate Palmolive 0.2%
Value ($000) $582 Shares 7,550 Est. Cost $48.15 Unrealized +39.9%
DIS Disney Walt Co. 0.2%
Value ($000) $576 Shares 4,645 Est. Cost $104.25 Unrealized +17.1%
ZM Zoom Video Communications Inc. 0.2%
Value ($000) $574 Shares 1,220 Est. Cost $319.79 Unrealized 0.0%
NX Quanex Corp 0.2%
Value ($000) $553 Shares 30,000 Est. Cost $13.60 Unrealized +8.2%
IBM IBM Corp 0.2%
Value ($000) $551 Shares 4,532 Est. Cost $99.90 Unrealized -6.0%
RTX Raytheon Technologies Corp 0.2%
Value ($000) $545 Shares 9,475 Est. Cost $54.57 Unrealized -1.6%
KMI Kinder Morgan Inc 0.2%
Value ($000) $520 Shares 42,150 Est. Cost $13.23 Unrealized -23.5%
AXP American Express Co 0.2%
Value ($000) $514 Shares 5,125 Est. Cost $70.99 Unrealized +29.4%
CI Cigna Corp 0.2%
Value ($000) $512 Shares 3,023 Est. Cost $190.77 Unrealized -15.6%
Centurylink 0.2%
Value ($000) $507 Shares 50,250 Est. Cost $9.76 Unrealized
S&P SPDR Utilities 0.2%
Value ($000) $507 Shares 8,545 Est. Cost $53.76 Unrealized
Ligand Pharmaceuticals Inc. 0.2%
Value ($000) $506 Shares 5,305 Est. Cost $111.03 Unrealized
BEP Brookfield Renewable Partners LP 0.2%
Value ($000) $499 Shares 9,500 Est. Cost $52.53 Unrealized
USB US Bancorp 0.2%
Value ($000) $498 Shares 13,880 Est. Cost $22.76 Unrealized +27.1%
DUK Duke Energy Corp. 0.2%
Value ($000) $481 Shares 5,433 Est. Cost $53.28 Unrealized +25.2%
FDX Fedex Corp 0.2%
Value ($000) $478 Shares 1,900 Est. Cost $131.05 Unrealized +38.1%
Real Estate Select Sector SPDR Fund 0.2%
Value ($000) $452 Shares 12,818 Est. Cost $32.25 Unrealized
BTI British American Tobacco 0.1%
Value ($000) $419 Shares 11,600 Est. Cost $36.85 Unrealized
MO Altria Group, Inc. 0.1%
Value ($000) $409 Shares 10,576 Est. Cost $29.03 Unrealized -6.3%
EMR Emerson Electric 0.1%
Value ($000) $407 Shares 6,200 Est. Cost $46.52 Unrealized +26.4%
SPGI S&P Global Inc. 0.1%
Value ($000) $407 Shares 1,130 Est. Cost $261.18 Unrealized +29.2%
ED Consolidated Edison 0.1%
Value ($000) $405 Shares 5,200 Est. Cost $47.94 Unrealized +26.8%
GD General Dynamics 0.1%
Value ($000) $397 Shares 2,870 Est. Cost $132.35 Unrealized -1.0%
Select Sector Spider Con Disc 0.1%
Value ($000) $389 Shares 2,645 Est. Cost $90.52 Unrealized
MMM 3M Company 0.1%
Value ($000) $388 Shares 2,425 Est. Cost $110.37 Unrealized 0.0%
Lab Corp. Of America Holdings 0.1%
Value ($000) $386 Shares 2,050 Est. Cost $100.08 Unrealized
IRM Iron Mountain, Inc. 0.1%
Value ($000) $375 Shares 14,000 Est. Cost $22.21 Unrealized 0.0%
SO Southern Co. 0.1%
Value ($000) $358 Shares 6,600 Est. Cost $29.75 Unrealized +46.4%
WELL Welltower Inc. 0.1%
Value ($000) $347 Shares 6,300 Est. Cost $48.00 Unrealized -1.5%
EEM I Shares MSCI Emerg Mkts 0.1%
Value ($000) $344 Shares 7,810 Est. Cost $41.28 Unrealized
AFL Aflac 0.1%
Value ($000) $327 Shares 9,000 Est. Cost $28.45 Unrealized +12.8%
DHR Danaher 0.1%
Value ($000) $323 Shares 1,500 Est. Cost $38.84 Unrealized +347.3%
Public Storage 0.1%
Value ($000) $301 Shares 1,350 Est. Cost $220.40 Unrealized
XLK Sector Spdr Tr Shs Ben Int Technology 0.1%
Value ($000) $301 Shares 2,575 Est. Cost $62.51 Unrealized
Discover Finl Svcs 0.1%
Value ($000) $298 Shares 5,150 Est. Cost $49.28 Unrealized
DOW Dow Inc. 0.1%
Value ($000) $297 Shares 6,323 Est. Cost $35.59 Unrealized -5.9%
KMB Kimberly Clark Corp. 0.1%
Value ($000) $295 Shares 2,000 Est. Cost $77.92 Unrealized +58.5%
EPD Enterprise Prods Partners Lp 0.1%
Value ($000) $289 Shares 18,330 Est. Cost $34.26 Unrealized
ZTS Zoetis Inc Cl A 0.1%
Value ($000) $284 Shares 1,715 Est. Cost $107.07 Unrealized +37.0%
PSX Phillips 66 0.1%
Value ($000) $276 Shares 5,327 Est. Cost $53.42 Unrealized -8.2%
ITW Illinois Tool Works 0.1%
Value ($000) $270 Shares 1,400 Est. Cost $54.47 Unrealized +207.1%
NSC Norfolk Southern 0.1%
Value ($000) $267 Shares 1,250 Est. Cost $85.88 Unrealized +109.5%
CMI Cummins Inc. 0.1%
Value ($000) $253 Shares 1,200 Est. Cost $129.15 Unrealized +35.4%
CLX Clorox Co-Del 0.1%
Value ($000) $252 Shares 1,200 Est. Cost $60.61 Unrealized +211.7%
SPG Simon Property Group 0.1%
Value ($000) $251 Shares 3,875 Est. Cost $48.49 Unrealized 0.0%
BAC Bankamerica Corp 0.1%
Value ($000) $251 Shares 10,400 Est. Cost $17.24 Unrealized +26.5%
BWX Technologies 0.1%
Value ($000) $234 Shares 4,150 Est. Cost $55.10 Unrealized
NI Nisource Inc 0.1%
Value ($000) $234 Shares 10,655 Est. Cost $10.09 Unrealized +91.9%
IVW Ishares Tr S&P 500 Growth 0.1%
Value ($000) $231 Shares 1,000 Est. Cost $165.00 Unrealized
SOXX Ishares Phlx Semiconductor 0.1%
Value ($000) $228 Shares 750 Est. Cost $193.69 Unrealized
GS Goldman Sachs 0.1%
Value ($000) $226 Shares 1,125 Est. Cost $147.67 Unrealized +21.2%
IVV I Shares Core S&P 500 Index 0.1%
Value ($000) $226 Shares 673 Est. Cost $208.81 Unrealized
JEF Jefferies Financial Group Inc 0.1%
Value ($000) $223 Shares 12,400 Est. Cost $11.94 Unrealized +15.9%
EFA Ishares MSCI Eafe Index Fd 0.1%
Value ($000) $222 Shares 3,495 Est. Cost $60.83 Unrealized
PNC PNC Financial 0.1%
Value ($000) $217 Shares 1,975 Est. Cost $94.59 Unrealized -6.2%
AEP American Electric Power Company, Inc. 0.1%
Value ($000) $210 Shares 2,570 Est. Cost $31.06 Unrealized +118.3%
XOM Exxon Mobil Corp 0.1%
Value ($000) $209 Shares 6,075 Est. Cost $54.20 Unrealized -40.4%
Select SPDR Tr Energy 0.1%
Value ($000) $204 Shares 6,795 Est. Cost $63.97 Unrealized
Federal Realty Invs Trust 0.1%
Value ($000) $202 Shares 2,750 Est. Cost $73.45 Unrealized
Invesco Financial Preferred ETF 0.1%
Value ($000) $201 Shares 10,750 Est. Cost $18.45 Unrealized
WEC WEC Energy Group Inc. 0.1%
Value ($000) $199 Shares 2,050 Est. Cost $39.75 Unrealized +96.5%
CB Chubb LTD 0.1%
Value ($000) $198 Shares 1,705 Est. Cost $98.06 Unrealized +18.1%
WMB Williams Co.S 0.1%
Value ($000) $196 Shares 10,000 Est. Cost $13.80 Unrealized +11.6%
WFC Wells Fargo 0.1%
Value ($000) $195 Shares 8,315 Est. Cost $32.14 Unrealized -32.1%
Perficient, Inc. 0.1%
Value ($000) $194 Shares 4,550 Est. Cost $36.25 Unrealized
AZN Astrazeneca Plc 0.1%
Value ($000) $192 Shares 3,500 Est. Cost $53.42 Unrealized
Select SPDR Materials (XLB) 0.1%
Value ($000) $180 Shares 2,825 Est. Cost $53.39 Unrealized
STZ Constellation Brands Inc 0.1%
Value ($000) $175 Shares 925 Est. Cost $151.04 Unrealized +10.6%
IVE Ishares Tr S&P 500 Value 0.1%
Value ($000) $169 Shares 1,500 Est. Cost $99.11 Unrealized
DE Deere & Company 0.1%
Value ($000) $168 Shares 760 Est. Cost $91.67 Unrealized +96.1%
NSRGY Nestles Sa Spons Adr 0.1%
Value ($000) $157 Shares 1,321 Est. Cost $76.15 Unrealized
MPLX MPLX Com Unit Rep LTD 0.1%
Value ($000) $156 Shares 9,894 Est. Cost $31.94 Unrealized
APD Air Products & Chemicals 0.1%
Value ($000) $149 Shares 500 Est. Cost $113.09 Unrealized +122.6%
PPG PPG Industries Inc. 0.1%
Value ($000) $146 Shares 1,200 Est. Cost $105.30 Unrealized 0.0%
Citrix Systems 0.1%
Value ($000) $145 Shares 1,050 Est. Cost $141.40 Unrealized
AME Ametek Inc. 0.1%
Value ($000) $144 Shares 1,450 Est. Cost $41.48 Unrealized +125.0%
TSM Taiwan Semiconductor Co. 0.1%
Value ($000) $142 Shares 1,750 Est. Cost $47.89 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $142 Shares 2,250 Est. Cost $52.06 Unrealized +7.8%
BDX Becton Dickinson 0.0%
Value ($000) $140 Shares 600 Est. Cost $199.36 Unrealized +13.0%
DVY I Shares Select Dividend 0.0%
Value ($000) $139 Shares 1,710 Est. Cost $85.36 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $139 Shares 1,759 Est. Cost $23.85 Unrealized +180.9%
Teekay Lng Partners, Lp 0.0%
Value ($000) $136 Shares 13,000 Est. Cost $11.69 Unrealized
VMC Vulcan Materials Co 0.0%
Value ($000) $129 Shares 950 Est. Cost $104.56 Unrealized +15.0%
IUSG IShares Russell 3000 Growth Index Fund 0.0%
Value ($000) $128 Shares 1,600 Est. Cost $61.69 Unrealized
GIS General Mills Inc. 0.0%
Value ($000) $124 Shares 2,015 Est. Cost $35.30 Unrealized +47.6%
BX Blackstone Group 0.0%
Value ($000) $124 Shares 2,381 Est. Cost $43.48 Unrealized +2.4%
Spire, Inc. (formerly Laclede Gas) 0.0%
Value ($000) $124 Shares 2,325 Est. Cost $70.74 Unrealized
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $122 Shares 450 Est. Cost $176.91 Unrealized +55.9%
IYR Ishares US Real Estate 0.0%
Value ($000) $120 Shares 1,500 Est. Cost $75.53 Unrealized
NVS Novartis Ag 0.0%
Value ($000) $117 Shares 1,343 Est. Cost $88.86 Unrealized
PFXF VanEck Vectors Preferred Securities 0.0%
Value ($000) $115 Shares 6,000 Est. Cost $16.69 Unrealized
ET Energy Transfer Partners, LP 0.0%
Value ($000) $108 Shares 20,000 Est. Cost $12.58 Unrealized
OKE Oneok Inc. 0.0%
Value ($000) $108 Shares 4,150 Est. Cost $46.65 Unrealized -57.2%
CARR Carrier Global Corporation 0.0%
Value ($000) $105 Shares 3,425 Est. Cost $22.26 Unrealized +18.5%
Select Sector Spider Industrial 0.0%
Value ($000) $104 Shares 1,350 Est. Cost $66.65 Unrealized
HIG Hartford Financial Services 0.0%
Value ($000) $102 Shares 2,760 Est. Cost $28.66 Unrealized +23.9%
Johnson Controls International Plc 0.0%
Value ($000) $92 Shares 2,250 Est. Cost $40.89 Unrealized
YUM Yum Brands, Inc. 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $54.17 Unrealized +53.9%
D Dominion Energy Inc. 0.0%
Value ($000) $87 Shares 1,100 Est. Cost $38.97 Unrealized +59.2%
Glaxosmithkline Plc Adr 0.0%
Value ($000) $87 Shares 2,300 Est. Cost $42.64 Unrealized
MU Micron Technology 0.0%
Value ($000) $82 Shares 1,750 Est. Cost $49.52 Unrealized -4.6%
Yum China Holdings, Inc 0.0%
Value ($000) $79 Shares 1,500 Est. Cost $27.27 Unrealized
C Citigroup 0.0%
Value ($000) $75 Shares 1,736 Est. Cost $46.24 Unrealized -11.3%
AWK American Waterworks Co 0.0%
Value ($000) $72 Shares 500 Est. Cost $32.75 Unrealized +290.4%
TFC Truist Financial Corporation 0.0%
Value ($000) $70 Shares 1,830 Est. Cost $40.89 Unrealized -28.2%
Lyondellbasell Industries 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $86.88 Unrealized
OTIS Otis Worldwide Corporation 0.0%
Value ($000) $70 Shares 1,121 Est. Cost $47.48 Unrealized +18.9%
IUSV IShares Russell 3000 Val Index 0.0%
Value ($000) $69 Shares 1,275 Est. Cost $75.56 Unrealized
Standard & Poors Midcap 400 0.0%
Value ($000) $69 Shares 205 Est. Cost $272.32 Unrealized
ELV Anthem Inc. 0.0%
Value ($000) $67 Shares 250 Est. Cost $107.85 Unrealized +131.8%
Mylan N V 0.0%
Value ($000) $59 Shares 4,000 Est. Cost $27.00 Unrealized
IDXX Idexx Labs Inc. 0.0%
Value ($000) $59 Shares 150 Est. Cost $369.71 Unrealized 0.0%
TPC Tutor Perini Corp 0.0%
Value ($000) $56 Shares 5,000 Est. Cost $12.27 Unrealized 0.0%
GGG Graco Inc. 0.0%
Value ($000) $55 Shares 900 Est. Cost $31.69 Unrealized +64.8%
GWW Grainger W W Inc. 0.0%
Value ($000) $54 Shares 150 Est. Cost $212.39 Unrealized +52.7%
TRV The Travelers Companies 0.0%
Value ($000) $54 Shares 500 Est. Cost $63.44 Unrealized +61.5%
ETR Entergy Corp 0.0%
Value ($000) $52 Shares 531 Est. Cost $21.15 Unrealized +92.1%
IBB I Shares Nasdaq Bitotech Fd 0.0%
Value ($000) $51 Shares 375 Est. Cost $176.00 Unrealized
CDK Global Inc. 0.0%
Value ($000) $51 Shares 1,166 Est. Cost $40.83 Unrealized
SCHW Charles Schwab 0.0%
Value ($000) $49 Shares 1,350 Est. Cost $41.95 Unrealized -22.8%
XLC Communication Services Select Sector Fd 0.0%
Value ($000) $48 Shares 800 Est. Cost $51.37 Unrealized
Kellogg 0.0%
Value ($000) $48 Shares 750 Est. Cost $41.75 Unrealized +25.2%
Phillips 66 Partners LP 0.0%
Value ($000) $46 Shares 2,000 Est. Cost $52.91 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $46 Shares 500 Est. Cost $88.34 Unrealized -2.8%
CTSH Cognizant Tech Solutions 0.0%
Value ($000) $45 Shares 650 Est. Cost $39.68 Unrealized +51.1%
CLF Cliffs Natural Res. 0.0%
Value ($000) $45 Shares 7,000 Est. Cost $4.86 Unrealized +23.8%
Select SPDR Tr Health Care Sector 0.0%
Value ($000) $42 Shares 400 Est. Cost $77.29 Unrealized
FNV Franco Nevada Corp. 0.0%
Value ($000) $42 Shares 300 Est. Cost $58.88 Unrealized +140.4%
Ingevity Corp 0.0%
Value ($000) $42 Shares 841 Est. Cost $52.59 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $41 Shares 650 Est. Cost $40.71 Unrealized
TGT Target Corp 0.0%
Value ($000) $40 Shares 256 Est. Cost $98.86 Unrealized +20.0%
SJM Smucker Jm Co 0.0%
Value ($000) $40 Shares 350 Est. Cost $70.84 Unrealized +31.9%
PH Parker Hannifin 0.0%
Value ($000) $40 Shares 200 Est. Cost $158.03 Unrealized +15.7%
EQIX Equinix, Inc. 0.0%
Value ($000) $38 Shares 50 Est. Cost $683.55 Unrealized 0.0%
CBSH Commerce Bancshares Inc. 0.0%
Value ($000) $38 Shares 669 Est. Cost $26.09 Unrealized +57.4%
MSM MSC Industrial Direct Co, Inc. 0.0%
Value ($000) $38 Shares 600 Est. Cost $64.45 Unrealized +2.9%
UPS United Parcel Services 0.0%
Value ($000) $38 Shares 231 Est. Cost $92.83 Unrealized +26.4%
MET Metlife Inc Com 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $36.17 Unrealized -11.5%
SYY Sysco Corp. 0.0%
Value ($000) $37 Shares 600 Est. Cost $24.75 Unrealized +103.8%
XEL Xcel Energy 0.0%
Value ($000) $35 Shares 500 Est. Cost $21.34 Unrealized +169.6%
DOV Dover Corp 0.0%
Value ($000) $33 Shares 300 Est. Cost $53.52 Unrealized +86.3%
IWN IShares Russell 2000 Value 0.0%
Value ($000) $30 Shares 300 Est. Cost $102.91 Unrealized
PNW Pinnacle West Capital 0.0%
Value ($000) $30 Shares 400 Est. Cost $33.65 Unrealized +79.9%
Blackrock Science & Technology Trust 0.0%
Value ($000) $30 Shares 695 Est. Cost $21.58 Unrealized
CAG Conagra, Inc. 0.0%
Value ($000) $29 Shares 800 Est. Cost $19.42 Unrealized +49.1%
COP Conocophillips 0.0%
Value ($000) $26 Shares 777 Est. Cost $43.75 Unrealized -28.7%
DD Dupont De Nemours Inc 0.0%
Value ($000) $26 Shares 466 Est. Cost $27.24 Unrealized -22.6%
CTVA Corteva Inc 0.0%
Value ($000) $26 Shares 915 Est. Cost $24.80 Unrealized +6.8%
BP British Petroleum Ads 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $41.19 Unrealized
TROW Price T Rowe Associates 0.0%
Value ($000) $26 Shares 200 Est. Cost $47.69 Unrealized +120.1%
MKC Mccormick & Co. 0.0%
Value ($000) $24 Shares 125 Est. Cost $62.59 Unrealized +40.1%
SRE Sempra Energy 0.0%
Value ($000) $24 Shares 200 Est. Cost $34.62 Unrealized +49.1%
TR Tootsie Roll Inds Inc. 0.0%
Value ($000) $23 Shares 742 Est. Cost $23.09 Unrealized +19.1%
Dell Corporation 0.0%
Value ($000) $23 Shares 337 Est. Cost $51.21 Unrealized
FCX Freeport Mcmoran Copper & Gold 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $9.79 Unrealized +38.0%
Barrick Gold Corp. 0.0%
Value ($000) $22 Shares 800 Est. Cost $27.50 Unrealized
CME Group 0.0%
Value ($000) $21 Shares 125 Est. Cost $160.00 Unrealized
Store Capital Ord Shs 0.0%
Value ($000) $21 Shares 750 Est. Cost $30.35 Unrealized
CRWD CrowdStrike Holdings, Inc. 0.0%
Value ($000) $21 Shares 150 Est. Cost $80.20 Unrealized +45.3%
First Trust Int Duration Pfd & Inc Fd 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $21.00 Unrealized
ZTO Zto Express Cayman Inc 0.0%
Value ($000) $21 Shares 700 Est. Cost $18.57 Unrealized
ALL Allstate Corporation 0.0%
Value ($000) $19 Shares 200 Est. Cost $41.10 Unrealized +99.0%
MGEE Mge Energy 0.0%
Value ($000) $19 Shares 300 Est. Cost $28.62 Unrealized +101.5%
NEM Newmont Mining 0.0%
Value ($000) $19 Shares 300 Est. Cost $55.14 Unrealized 0.0%
Jacobs Engineering 0.0%
Value ($000) $19 Shares 200 Est. Cost $50.00 Unrealized
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $19 Shares 125 Est. Cost $112.50 Unrealized +12.6%
EXC Exelon Corporation 0.0%
Value ($000) $18 Shares 500 Est. Cost $14.18 Unrealized +54.5%
WDC Western Digital Corp 0.0%
Value ($000) $18 Shares 500 Est. Cost $32.78 Unrealized -9.7%
FAST Fastenal Company 0.0%
Value ($000) $18 Shares 400 Est. Cost $11.99 Unrealized +67.4%
Northwest Natural Holding CO 0.0%
Value ($000) $18 Shares 400 Est. Cost $67.50 Unrealized
NPSNY Naspers Ltd 0.0%
Value ($000) $18 Shares 500 Est. Cost $30.00 Unrealized
SLV Ishares Silver Trust 0.0%
Value ($000) $17 Shares 800 Est. Cost $21.25 Unrealized
O Realty Income Corp 0.0%
Value ($000) $16 Shares 260 Est. Cost $35.07 Unrealized +28.6%
PAYX Paychex 0.0%
Value ($000) $16 Shares 200 Est. Cost $43.92 Unrealized +46.9%
CCI Crown Castle International Corp. 0.0%
Value ($000) $16 Shares 99 Est. Cost $104.19 Unrealized +23.9%
UGI Ugi Corp 0.0%
Value ($000) $16 Shares 500 Est. Cost $30.53 Unrealized +8.7%
DLR Digital Realty Trust Inc. 0.0%
Value ($000) $16 Shares 112 Est. Cost $85.00 Unrealized +46.1%
ESE Esco Technologies 0.0%
Value ($000) $16 Shares 200 Est. Cost $35.93 Unrealized +136.0%
MCK Mckesson Corp 0.0%
Value ($000) $15 Shares 100 Est. Cost $155.43 Unrealized -5.6%
IHI iShares US Medical Devices ETF 0.0%
Value ($000) $15 Shares 50 Est. Cost $260.00 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $15 Shares 500 Est. Cost $32.07 Unrealized -6.0%
MFS Intermediate 0.0%
Value ($000) $15 Shares 4,000 Est. Cost $5.74 Unrealized
CPB Campbell Soup Company 0.0%
Value ($000) $15 Shares 300 Est. Cost $28.64 Unrealized +44.1%
SPB Spectrum Brands Holdings, Inc. 0.0%
Value ($000) $14 Shares 237 Est. Cost $56.67 Unrealized -3.2%
Slack Technologies, Inc. 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
Aramark 0.0%
Value ($000) $13 Shares 500 Est. Cost $33.35 Unrealized
MOG/A Moog, Inc. 0.0%
Value ($000) $13 Shares 200 Est. Cost $46.70 Unrealized +17.1%
ENR Energizer Holdings Inc. 0.0%
Value ($000) $12 Shares 300 Est. Cost $28.77 Unrealized +28.9%
BXP Boston Properties Inc. 0.0%
Value ($000) $12 Shares 150 Est. Cost $84.52 Unrealized -21.7%
Annaly Capital Management 0.0%
Value ($000) $12 Shares 1,750 Est. Cost $6.29 Unrealized
Brookfield Renewable Sub Voting Class A 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
Westrock Company 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
GEL Genesis Energy 0.0%
Value ($000) $9 Shares 1,970 Est. Cost $50.67 Unrealized
PROSY Prosus N.V. 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
Riviera Resources, Inc 0.0%
Value ($000) $9 Shares 5,378 Est. Cost $13.38 Unrealized
RY Royal Bank Canada 0.0%
Value ($000) $8 Shares 116 Est. Cost $71.88 Unrealized 0.0%
DTEGY Deutsche Telekom Ag 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
ITT Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
Kayne Anderson Mlp 0.0%
Value ($000) $6 Shares 1,500 Est. Cost $4.00 Unrealized
DOC Healthpeak Properties Inc 0.0%
Value ($000) $5 Shares 200 Est. Cost $19.01 Unrealized +8.7%
Keurig Dr. Pepper 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.00 Unrealized