MONETARY MANAGEMENT GROUP INC Diversified Active

CIK: 0001133014 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $404,202 (100.0% shares, 0.0% debt)

Holdings (345)

AAPL Apple Inc Com 9.1%
Value ($000) $36,584 Shares 206,027 Est. Cost $88.61 Unrealized +74.6%
MSFT Microsoft Corp 8.2%
Value ($000) $32,997 Shares 98,112 Est. Cost $53.93 Unrealized +481.2%
AMZN Amazon.Com Inc 3.6%
Value ($000) $14,741 Shares 4,421 Est. Cost $49.43 Unrealized +246.3%
Alphabet Inc (A) 3.3%
Value ($000) $13,350 Shares 4,608 Est. Cost $743.95 Unrealized
HD Home Depot Inc 3.0%
Value ($000) $12,228 Shares 29,465 Est. Cost $124.12 Unrealized +176.5%
NVDA Nvidia Corp. 2.0%
Value ($000) $7,917 Shares 26,920 Est. Cost $17.42 Unrealized +57.6%
META Meta Platforms Inc. 1.8%
Value ($000) $7,196 Shares 21,395 Est. Cost $116.63 Unrealized +182.7%
UNH Unitedhealth Group Inc 1.8%
Value ($000) $7,138 Shares 14,215 Est. Cost $126.91 Unrealized +232.7%
ABBV Abbvie Inc. 1.7%
Value ($000) $7,052 Shares 52,080 Est. Cost $49.53 Unrealized +105.3%
QCOM Qualcomm Inc 1.5%
Value ($000) $6,208 Shares 33,950 Est. Cost $66.37 Unrealized +120.1%
LLY Eli Lilly And Co. 1.5%
Value ($000) $5,951 Shares 21,545 Est. Cost $90.29 Unrealized +170.1%
IWF I Shares Tr Russell 1000 Growth Index 1.4%
Value ($000) $5,703 Shares 18,662 Est. Cost $159.60 Unrealized
PEP Pepsico Inc 1.4%
Value ($000) $5,554 Shares 31,975 Est. Cost $94.77 Unrealized +51.4%
Lam Research Corp. 1.4%
Value ($000) $5,457 Shares 7,588 Est. Cost $308.24 Unrealized
JPM J P Morgan/Chase 1.3%
Value ($000) $5,244 Shares 33,114 Est. Cost $77.98 Unrealized +89.6%
TMO Thermo Fischer Corp 1.3%
Value ($000) $5,199 Shares 7,792 Est. Cost $125.02 Unrealized +393.7%
Paypal Holdings Inc 1.2%
Value ($000) $5,005 Shares 26,542 Est. Cost $77.49 Unrealized
ABT Abbott Labs 1.2%
Value ($000) $4,866 Shares 34,573 Est. Cost $59.82 Unrealized +98.4%
V Visa Inc Com Cl A 1.2%
Value ($000) $4,845 Shares 22,355 Est. Cost $71.60 Unrealized +190.7%
Nextera Energy Partners LP 1.1%
Value ($000) $4,476 Shares 53,035 Est. Cost $56.52 Unrealized
LOW Lowes Companies 1.1%
Value ($000) $4,450 Shares 17,215 Est. Cost $82.40 Unrealized +166.8%
MA Mastercard Inc. 1.0%
Value ($000) $4,106 Shares 11,427 Est. Cost $202.64 Unrealized +66.7%
Broadcom, Inc 1.0%
Value ($000) $4,060 Shares 6,102 Est. Cost $291.85 Unrealized
OLN Olin Corporation 1.0%
Value ($000) $4,021 Shares 69,900 Est. Cost $12.70 Unrealized +306.4%
IWD I Shares Russell 1000 Value Index 1.0%
Value ($000) $3,995 Shares 23,792 Est. Cost $120.16 Unrealized
UNP Union Pac Corp 1.0%
Value ($000) $3,939 Shares 15,635 Est. Cost $165.84 Unrealized +29.6%
COST Costco Wholesale 1.0%
Value ($000) $3,860 Shares 6,800 Est. Cost $257.89 Unrealized +89.3%
TSLA Tesla Motors Inc. 0.9%
Value ($000) $3,832 Shares 3,626 Est. Cost $200.18 Unrealized +67.5%
AMGN Amgen Inc 0.9%
Value ($000) $3,789 Shares 16,841 Est. Cost $114.89 Unrealized +61.2%
ADBE Adobe 0.9%
Value ($000) $3,653 Shares 6,442 Est. Cost $337.81 Unrealized +85.0%
SHW Sherwin Williams Company 0.9%
Value ($000) $3,646 Shares 10,353 Est. Cost $241.89 Unrealized +28.7%
Salesforce.Com 0.9%
Value ($000) $3,632 Shares 14,292 Est. Cost $178.53 Unrealized
ORLY O'Reilly Automotive Inc. 0.9%
Value ($000) $3,577 Shares 5,065 Est. Cost $30.27 Unrealized +43.0%
CAT Caterpillar Inc. 0.9%
Value ($000) $3,492 Shares 16,892 Est. Cost $163.56 Unrealized +14.1%
NKE Nike Inc Cl B 0.9%
Value ($000) $3,481 Shares 20,885 Est. Cost $75.83 Unrealized +103.8%
SBUX Starbucks Corp 0.8%
Value ($000) $3,285 Shares 28,085 Est. Cost $66.35 Unrealized +54.0%
SYK Stryker Corp 0.8%
Value ($000) $3,073 Shares 11,490 Est. Cost $164.22 Unrealized +52.9%
JNJ Johnson & Johnson 0.7%
Value ($000) $2,964 Shares 17,325 Est. Cost $87.51 Unrealized +65.8%
PG Procter & Gamble 0.7%
Value ($000) $2,781 Shares 17,000 Est. Cost $76.70 Unrealized +74.9%
Enviva Partners, LP 0.7%
Value ($000) $2,669 Shares 37,900 Est. Cost $70.42 Unrealized
LHX L3Harris Technologies 0.6%
Value ($000) $2,595 Shares 12,170 Est. Cost $179.08 Unrealized +13.6%
ACN Accenture Plc 0.6%
Value ($000) $2,384 Shares 5,750 Est. Cost $170.68 Unrealized +101.1%
AMT American Tower Corp 0.6%
Value ($000) $2,345 Shares 8,018 Est. Cost $192.68 Unrealized +24.3%
NFLX Netflix 0.6%
Value ($000) $2,342 Shares 3,888 Est. Cost $35.28 Unrealized +81.1%
PFE Pfizer, Inc. 0.6%
Value ($000) $2,333 Shares 39,501 Est. Cost $23.95 Unrealized +68.0%
EW Edwards Lifesciences 0.6%
Value ($000) $2,318 Shares 17,890 Est. Cost $79.22 Unrealized +47.2%
Service Now Inc. 0.6%
Value ($000) $2,314 Shares 3,565 Est. Cost $258.85 Unrealized
LUV Southwest Airlines 0.5%
Value ($000) $2,074 Shares 48,420 Est. Cost $39.99 Unrealized +9.2%
CSCO Cisco Systems Inc. 0.5%
Value ($000) $1,981 Shares 31,260 Est. Cost $41.85 Unrealized +20.6%
INTC Intel Corporation 0.5%
Value ($000) $1,894 Shares 36,770 Est. Cost $34.25 Unrealized +38.1%
MCD Mcdonald's Corporation 0.4%
Value ($000) $1,805 Shares 6,734 Est. Cost $109.84 Unrealized +109.0%
Alphabet Inc (C) 0.4%
Value ($000) $1,780 Shares 615 Est. Cost $1021.28 Unrealized
HUM Humana Inc. 0.4%
Value ($000) $1,733 Shares 3,737 Est. Cost $138.36 Unrealized +207.0%
BMY Bristol-Myers 0.4%
Value ($000) $1,722 Shares 27,617 Est. Cost $40.65 Unrealized +21.1%
FDX Fedex Corp 0.4%
Value ($000) $1,711 Shares 6,615 Est. Cost $196.31 Unrealized +12.0%
CVS CVS Health Corporation 0.4%
Value ($000) $1,707 Shares 16,551 Est. Cost $52.52 Unrealized +53.3%
APH Amphenol Corp 0.4%
Value ($000) $1,699 Shares 19,425 Est. Cost $27.43 Unrealized +41.9%
WMT Wal Mart Stores, Inc. 0.4%
Value ($000) $1,687 Shares 11,661 Est. Cost $31.31 Unrealized +44.3%
VZ Verizon Communications 0.4%
Value ($000) $1,684 Shares 32,415 Est. Cost $35.69 Unrealized +13.2%
IWM IShares Russell 2000 Index Fd 0.4%
Value ($000) $1,628 Shares 7,317 Est. Cost $143.58 Unrealized
MDT Medtronic Inc 0.4%
Value ($000) $1,588 Shares 15,346 Est. Cost $68.22 Unrealized +49.5%
PH Parker Hannifin 0.4%
Value ($000) $1,572 Shares 4,940 Est. Cost $289.21 Unrealized +1.2%
SPY Standard & Poors Dep Rec Trust 0.4%
Value ($000) $1,492 Shares 3,141 Est. Cost $319.97 Unrealized
ORCL Oracle Corp 0.4%
Value ($000) $1,473 Shares 16,885 Est. Cost $43.82 Unrealized +102.9%
XYZ Block, Inc. 0.3%
Value ($000) $1,403 Shares 8,685 Est. Cost $89.35 Unrealized +142.5%
BRK/B Berkshire Hathaway Class B 0.3%
Value ($000) $1,387 Shares 4,638 Est. Cost $198.51 Unrealized +44.3%
KLAC Kla-Tencor Corp 0.3%
Value ($000) $1,373 Shares 3,193 Est. Cost $312.39 Unrealized +18.3%
HON Honeywell International 0.3%
Value ($000) $1,371 Shares 6,575 Est. Cost $88.29 Unrealized +109.6%
ADP Automatic Data Processing 0.3%
Value ($000) $1,362 Shares 5,525 Est. Cost $109.91 Unrealized +88.6%
ROKU Roku, Inc. 0.3%
Value ($000) $1,332 Shares 5,835 Est. Cost $304.00 Unrealized -11.3%
WMB Williams Co.S 0.3%
Value ($000) $1,314 Shares 50,450 Est. Cost $16.82 Unrealized +35.3%
IWR Ishares Russell Midcap Index Fund 0.3%
Value ($000) $1,308 Shares 15,758 Est. Cost $72.48 Unrealized
V M Ware 0.3%
Value ($000) $1,302 Shares 11,233 Est. Cost $136.59 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $1,291 Shares 10,998 Est. Cost $80.34 Unrealized +19.6%
PM Philip Morris Intl Inc 0.3%
Value ($000) $1,290 Shares 13,575 Est. Cost $57.58 Unrealized +32.5%
Select Sector SPDR Financial 0.3%
Value ($000) $1,283 Shares 32,850 Est. Cost $25.61 Unrealized
NOC Northrop Grumman Corp 0.3%
Value ($000) $1,279 Shares 3,305 Est. Cost $199.00 Unrealized +75.0%
RTX Raytheon Technologies Corp 0.3%
Value ($000) $1,250 Shares 14,525 Est. Cost $61.10 Unrealized +29.8%
DG Dollar General 0.3%
Value ($000) $1,213 Shares 5,145 Est. Cost $164.92 Unrealized +25.1%
TXN Texas Instruments Inc 0.3%
Value ($000) $1,169 Shares 6,200 Est. Cost $96.91 Unrealized +75.6%
SPGI S&P Global Inc. 0.3%
Value ($000) $1,161 Shares 2,460 Est. Cost $303.38 Unrealized +45.6%
INTU Intuit Inc. 0.3%
Value ($000) $1,110 Shares 1,725 Est. Cost $373.72 Unrealized +60.9%
DHR Danaher 0.3%
Value ($000) $1,086 Shares 3,300 Est. Cost $152.95 Unrealized +76.6%
Dnp Select Income Fund Inc. 0.3%
Value ($000) $1,051 Shares 96,700 Est. Cost $10.45 Unrealized
USB US Bancorp 0.3%
Value ($000) $1,016 Shares 18,086 Est. Cost $28.59 Unrealized +70.8%
IBM IBM Corp 0.2%
Value ($000) $980 Shares 7,332 Est. Cost $100.18 Unrealized +6.3%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $975 Shares 7,130 Est. Cost $70.80 Unrealized +77.1%
Walgreen Boots Alliance Inc. 0.2%
Value ($000) $958 Shares 18,375 Est. Cost $65.24 Unrealized
DIS Disney Walt Co. 0.2%
Value ($000) $929 Shares 6,000 Est. Cost $120.56 Unrealized +30.9%
SPG Simon Property Group 0.2%
Value ($000) $919 Shares 5,750 Est. Cost $73.02 Unrealized +66.1%
iStar, Inc. 0.2%
Value ($000) $904 Shares 35,000 Est. Cost $22.92 Unrealized
ED Consolidated Edison 0.2%
Value ($000) $887 Shares 10,400 Est. Cost $55.82 Unrealized +22.0%
NEE Nextera Energy Inc. 0.2%
Value ($000) $869 Shares 9,310 Est. Cost $53.76 Unrealized +43.9%
IRM Iron Mountain, Inc. 0.2%
Value ($000) $843 Shares 16,100 Est. Cost $24.11 Unrealized +66.4%
REGN Regeneron Pharmaceuticals 0.2%
Value ($000) $818 Shares 1,295 Est. Cost $564.61 Unrealized +8.3%
KO Coca Cola Co 0.2%
Value ($000) $798 Shares 13,475 Est. Cost $42.63 Unrealized +15.3%
OKE Oneok Inc. 0.2%
Value ($000) $789 Shares 13,425 Est. Cost $33.88 Unrealized +46.5%
T AT&T 0.2%
Value ($000) $783 Shares 31,830 Est. Cost $14.26 Unrealized +2.8%
MRK Merck & Co., Inc. 0.2%
Value ($000) $751 Shares 9,804 Est. Cost $59.23 Unrealized +18.0%
NX Quanex Corp 0.2%
Value ($000) $743 Shares 30,000 Est. Cost $13.60 Unrealized +54.7%
Kayne Anderson Mlp 0.2%
Value ($000) $730 Shares 93,750 Est. Cost $7.78 Unrealized
SO Southern Co. 0.2%
Value ($000) $712 Shares 10,376 Est. Cost $38.77 Unrealized +41.1%
MDLZ Mondelez Intl Inc 0.2%
Value ($000) $707 Shares 10,669 Est. Cost $25.10 Unrealized +120.4%
CMCSA Comcast Corp Cl A 0.2%
Value ($000) $699 Shares 13,888 Est. Cost $32.68 Unrealized +41.2%
CI Cigna Corp 0.2%
Value ($000) $694 Shares 3,023 Est. Cost $190.98 Unrealized +3.3%
WELL Welltower Inc. 0.2%
Value ($000) $693 Shares 8,075 Est. Cost $54.95 Unrealized +36.5%
Federal Realty Invs Trust 0.2%
Value ($000) $675 Shares 4,950 Est. Cost $79.30 Unrealized
AMD Advanced Micro Devices, Inc. 0.2%
Value ($000) $662 Shares 4,600 Est. Cost $98.63 Unrealized +36.3%
KMI Kinder Morgan Inc 0.2%
Value ($000) $661 Shares 41,650 Est. Cost $13.14 Unrealized +0.4%
DUK Duke Energy Corp. 0.2%
Value ($000) $654 Shares 6,233 Est. Cost $63.09 Unrealized +36.7%
Booking Holdings 0.2%
Value ($000) $648 Shares 270 Est. Cost $2400.00 Unrealized
NSC Norfolk Southern 0.2%
Value ($000) $648 Shares 2,175 Est. Cost $153.34 Unrealized +66.4%
Lab Corp. Of America Holdings 0.2%
Value ($000) $636 Shares 2,025 Est. Cost $100.08 Unrealized
XLK Sector Spdr Tr Shs Ben Int Technology 0.2%
Value ($000) $630 Shares 3,625 Est. Cost $88.32 Unrealized
CL Colgate Palmolive 0.2%
Value ($000) $627 Shares 7,350 Est. Cost $48.15 Unrealized +47.3%
Select Sector Spider Con Disc 0.2%
Value ($000) $627 Shares 3,065 Est. Cost $104.56 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $617 Shares 1,737 Est. Cost $268.33 Unrealized +15.1%
Select Spiders Consumer Staples 0.2%
Value ($000) $614 Shares 7,960 Est. Cost $57.98 Unrealized
EMR Emerson Electric 0.2%
Value ($000) $614 Shares 6,600 Est. Cost $49.25 Unrealized +75.6%
Discover Finl Svcs 0.1%
Value ($000) $595 Shares 5,150 Est. Cost $49.28 Unrealized
Fidelity Natl Information Serv 0.1%
Value ($000) $591 Shares 5,413 Est. Cost $132.18 Unrealized
VOD Vodafone Group Plc Spon Adr 0.1%
Value ($000) $590 Shares 39,500 Est. Cost $15.01 Unrealized
MMM 3M Company 0.1%
Value ($000) $564 Shares 3,175 Est. Cost $127.29 Unrealized 0.0%
AXP American Express Co 0.1%
Value ($000) $564 Shares 3,450 Est. Cost $86.80 Unrealized +86.4%
Real Estate Select Sector SPDR Fund 0.1%
Value ($000) $555 Shares 10,718 Est. Cost $33.79 Unrealized
DOW Dow Inc. 0.1%
Value ($000) $492 Shares 8,673 Est. Cost $42.34 Unrealized +6.4%
S&P SPDR Utilities 0.1%
Value ($000) $488 Shares 6,820 Est. Cost $54.74 Unrealized
AIG American International Group, Inc. 0.1%
Value ($000) $486 Shares 8,540 Est. Cost $31.24 Unrealized +65.9%
FISV Fiserv, Inc. 0.1%
Value ($000) $483 Shares 4,650 Est. Cost $110.56 Unrealized -6.5%
BAC Bankamerica Corp 0.1%
Value ($000) $476 Shares 10,700 Est. Cost $18.75 Unrealized +118.8%
Glaxosmithkline Plc Adr 0.1%
Value ($000) $474 Shares 10,750 Est. Cost $39.62 Unrealized
SOXX Ishares Phlx Semiconductor 0.1%
Value ($000) $472 Shares 870 Est. Cost $241.80 Unrealized
AFL Aflac 0.1%
Value ($000) $467 Shares 8,000 Est. Cost $28.45 Unrealized +79.2%
CMI Cummins Inc. 0.1%
Value ($000) $466 Shares 2,135 Est. Cost $166.49 Unrealized +23.6%
ROP Roper Technologies Inc. 0.1%
Value ($000) $455 Shares 925 Est. Cost $457.35 Unrealized +1.4%
Select SPDR Materials (XLB) 0.1%
Value ($000) $451 Shares 4,975 Est. Cost $63.25 Unrealized
Easterly Government Properties, Inc 0.1%
Value ($000) $447 Shares 19,500 Est. Cost $21.26 Unrealized
Public Storage 0.1%
Value ($000) $431 Shares 1,150 Est. Cost $220.40 Unrealized
GS Goldman Sachs 0.1%
Value ($000) $430 Shares 1,125 Est. Cost $147.67 Unrealized +141.4%
BEP Brookfield Renewable Partners LP 0.1%
Value ($000) $429 Shares 12,000 Est. Cost $47.52 Unrealized
AEP American Electric Power Company, Inc. 0.1%
Value ($000) $425 Shares 4,772 Est. Cost $50.60 Unrealized +43.2%
XOM Exxon Mobil Corp 0.1%
Value ($000) $418 Shares 6,825 Est. Cost $52.86 Unrealized +2.0%
CRWD CrowdStrike Holdings 0.1%
Value ($000) $415 Shares 2,025 Est. Cost $230.67 Unrealized +5.6%
CWEN Clearway Energy, Inc. 0.1%
Value ($000) $414 Shares 11,500 Est. Cost $24.43 Unrealized +15.8%
BA Boeing 0.1%
Value ($000) $408 Shares 2,025 Est. Cost $149.22 Unrealized +41.6%
CB Chubb LTD 0.1%
Value ($000) $402 Shares 2,080 Est. Cost $112.39 Unrealized +58.0%
EEM I Shares MSCI Emerg Mkts 0.1%
Value ($000) $393 Shares 8,050 Est. Cost $43.23 Unrealized
PNC PNC Financial 0.1%
Value ($000) $386 Shares 1,925 Est. Cost $98.73 Unrealized +76.5%
Johnson Controls International Plc 0.1%
Value ($000) $386 Shares 4,750 Est. Cost $57.25 Unrealized
KMB Kimberly Clark Corp. 0.1%
Value ($000) $386 Shares 2,700 Est. Cost $89.02 Unrealized +29.5%
WFC Wells Fargo 0.1%
Value ($000) $386 Shares 8,047 Est. Cost $32.14 Unrealized +38.2%
DVY I Shares Select Dividend 0.1%
Value ($000) $368 Shares 3,000 Est. Cost $101.39 Unrealized
JEF Jefferies Financial Group Inc 0.1%
Value ($000) $365 Shares 9,400 Est. Cost $13.67 Unrealized +146.6%
TSM Taiwan Semiconductor Co. 0.1%
Value ($000) $361 Shares 3,000 Est. Cost $75.54 Unrealized
MU Micron Technology 0.1%
Value ($000) $349 Shares 3,750 Est. Cost $62.59 Unrealized +21.9%
ITW Illinois Tool Works 0.1%
Value ($000) $346 Shares 1,400 Est. Cost $83.48 Unrealized +151.9%
EPD Enterprise Prods Partners Lp 0.1%
Value ($000) $339 Shares 15,455 Est. Cost $33.33 Unrealized
IVW Ishares Tr S&P 500 Growth 0.1%
Value ($000) $335 Shares 4,000 Est. Cost $89.06 Unrealized
MPLX MPLX Com Unit Rep LTD 0.1%
Value ($000) $322 Shares 10,894 Est. Cost $31.62 Unrealized
IVV I Shares Core S&P 500 Index 0.1%
Value ($000) $321 Shares 673 Est. Cost $208.81 Unrealized
AZN Astrazeneca Plc 0.1%
Value ($000) $320 Shares 5,500 Est. Cost $52.04 Unrealized
FITB Fifth Third Bnc 0.1%
Value ($000) $319 Shares 7,316 Est. Cost $33.12 Unrealized +12.1%
ALL Allstate Corporation 0.1%
Value ($000) $318 Shares 2,700 Est. Cost $106.38 Unrealized +0.5%
Select SPDR Tr Energy 0.1%
Value ($000) $316 Shares 5,695 Est. Cost $60.22 Unrealized
VMC Vulcan Materials Co 0.1%
Value ($000) $311 Shares 1,500 Est. Cost $129.62 Unrealized +44.6%
JBHT JB Hunt Transport 0.1%
Value ($000) $307 Shares 1,500 Est. Cost $126.49 Unrealized +46.1%
GD General Dynamics 0.1%
Value ($000) $306 Shares 1,470 Est. Cost $132.35 Unrealized +40.0%
CARR Carrier Global Corporation 0.1%
Value ($000) $305 Shares 5,625 Est. Cost $30.95 Unrealized +64.6%
PPG PPG Industries Inc. 0.1%
Value ($000) $297 Shares 1,725 Est. Cost $112.39 Unrealized +31.2%
Perficient, Inc. 0.1%
Value ($000) $297 Shares 2,300 Est. Cost $36.25 Unrealized
DE Deere & Company 0.1%
Value ($000) $291 Shares 850 Est. Cost $248.63 Unrealized +32.2%
APD Air Products & Chemicals 0.1%
Value ($000) $291 Shares 957 Est. Cost $186.52 Unrealized +41.4%
Centene Corp 0.1%
Value ($000) $288 Shares 3,500 Est. Cost $68.12 Unrealized
Sl Green realty Reit Ord Shs 0.1%
Value ($000) $287 Shares 4,000 Est. Cost $71.75 Unrealized
EFA Ishares MSCI Eafe Index Fd 0.1%
Value ($000) $283 Shares 3,595 Est. Cost $61.32 Unrealized
CLX Clorox Co-Del 0.1%
Value ($000) $279 Shares 1,600 Est. Cost $82.80 Unrealized +75.9%
PGR Progressive Corp Ohio 0.1%
Value ($000) $277 Shares 2,700 Est. Cost $54.53 Unrealized +57.3%
LPX Louisiana Pac Corp 0.1%
Value ($000) $274 Shares 3,500 Est. Cost $58.93 Unrealized +16.3%
Teekay Lng Partners, Lp 0.1%
Value ($000) $271 Shares 16,000 Est. Cost $12.37 Unrealized
MO Altria Group, Inc. 0.1%
Value ($000) $267 Shares 5,626 Est. Cost $29.03 Unrealized +13.0%
TJX TJX Cos Inc New Com 0.1%
Value ($000) $251 Shares 3,300 Est. Cost $50.22 Unrealized +30.0%
TGT Target Corp 0.1%
Value ($000) $250 Shares 1,081 Est. Cost $177.73 Unrealized +20.5%
ET Energy Transfer Partners, LP 0.1%
Value ($000) $247 Shares 30,000 Est. Cost $11.45 Unrealized
IVE Ishares Tr S&P 500 Value 0.1%
Value ($000) $235 Shares 1,500 Est. Cost $99.11 Unrealized
IYR Ishares US Real Estate 0.1%
Value ($000) $232 Shares 2,000 Est. Cost $82.27 Unrealized
STZ Constellation Brands Inc 0.1%
Value ($000) $232 Shares 925 Est. Cost $151.04 Unrealized +40.7%
WEC WEC Energy Group Inc. 0.1%
Value ($000) $228 Shares 2,350 Est. Cost $45.00 Unrealized +76.5%
VGT Vanguard Info Tech 0.1%
Value ($000) $218 Shares 475 Est. Cost $458.95 Unrealized
AME Ametek Inc. 0.1%
Value ($000) $213 Shares 1,450 Est. Cost $41.48 Unrealized +220.9%
GIS General Mills Inc. 0.1%
Value ($000) $212 Shares 3,140 Est. Cost $43.08 Unrealized +28.2%
Market Vectors Gold Miners ETF 0.1%
Value ($000) $208 Shares 6,500 Est. Cost $31.98 Unrealized
NUE Nucor Corp. 0.1%
Value ($000) $203 Shares 1,775 Est. Cost $102.52 Unrealized 0.0%
Invesco Financial Preferred ETF 0.0%
Value ($000) $202 Shares 10,750 Est. Cost $18.45 Unrealized
UPS United Parcel Services 0.0%
Value ($000) $200 Shares 931 Est. Cost $154.21 Unrealized +9.3%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $199 Shares 815 Est. Cost $107.07 Unrealized +96.6%
PSX Phillips 66 0.0%
Value ($000) $194 Shares 2,677 Est. Cost $54.01 Unrealized +19.8%
HIG Hartford Financial Services 0.0%
Value ($000) $191 Shares 2,760 Est. Cost $28.66 Unrealized +126.3%
NSRGY Nestles Sa Spons Adr 0.0%
Value ($000) $185 Shares 1,321 Est. Cost $76.15 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $183 Shares 2,059 Est. Cost $35.13 Unrealized +113.5%
STX Seagate Technology 0.0%
Value ($000) $169 Shares 1,500 Est. Cost $81.14 Unrealized +4.4%
Spire, Inc. (formerly Laclede Gas) 0.0%
Value ($000) $161 Shares 2,475 Est. Cost $68.77 Unrealized
Select Sector Spider Industrial 0.0%
Value ($000) $159 Shares 1,500 Est. Cost $70.71 Unrealized
BTI British American Tobacco 0.0%
Value ($000) $146 Shares 3,900 Est. Cost $36.85 Unrealized
Ingevity Corp 0.0%
Value ($000) $143 Shares 1,991 Est. Cost $65.73 Unrealized
MET Metlife Inc Com 0.0%
Value ($000) $141 Shares 2,250 Est. Cost $46.84 Unrealized +18.2%
YUM Yum Brands, Inc. 0.0%
Value ($000) $139 Shares 1,000 Est. Cost $54.17 Unrealized +118.2%
PAYX Paychex 0.0%
Value ($000) $136 Shares 1,000 Est. Cost $88.21 Unrealized +24.5%
NEM Newmont Mining 0.0%
Value ($000) $130 Shares 2,100 Est. Cost $49.84 Unrealized 0.0%
VTRS Viatris 0.0%
Value ($000) $130 Shares 9,584 Est. Cost $12.18 Unrealized -8.7%
XLC Communication Services Select Sector Fd 0.0%
Value ($000) $124 Shares 1,600 Est. Cost $63.85 Unrealized
Standard & Poors Midcap 400 0.0%
Value ($000) $119 Shares 230 Est. Cost $295.18 Unrealized
ELV Anthem Inc. 0.0%
Value ($000) $116 Shares 250 Est. Cost $107.85 Unrealized +268.3%
BX Blackstone Group 0.0%
Value ($000) $114 Shares 881 Est. Cost $43.48 Unrealized +167.1%
D Dominion Energy Inc. 0.0%
Value ($000) $114 Shares 1,450 Est. Cost $43.97 Unrealized +41.3%
SCHW Charles Schwab 0.0%
Value ($000) $114 Shares 1,350 Est. Cost $41.95 Unrealized +82.4%
VLO Valero Energy Corp 0.0%
Value ($000) $113 Shares 1,500 Est. Cost $65.12 Unrealized 0.0%
OTIS Otis Worldwide Corporation 0.0%
Value ($000) $111 Shares 1,271 Est. Cost $52.68 Unrealized +48.9%
TPC Tutor Perini Corp 0.0%
Value ($000) $111 Shares 9,000 Est. Cost $12.80 Unrealized +4.5%
NVS Novartis Ag 0.0%
Value ($000) $110 Shares 1,259 Est. Cost $88.86 Unrealized
MLM Martin Marietta Materials 0.0%
Value ($000) $110 Shares 250 Est. Cost $353.89 Unrealized +11.6%
DOV Dover Corp 0.0%
Value ($000) $109 Shares 600 Est. Cost $105.06 Unrealized +53.2%
MRVL Marvell Technology, Inc. 0.0%
Value ($000) $109 Shares 1,250 Est. Cost $63.27 Unrealized +16.1%
Atlassian Corp 0.0%
Value ($000) $109 Shares 285 Est. Cost $221.79 Unrealized
BDX Becton Dickinson 0.0%
Value ($000) $107 Shares 425 Est. Cost $202.20 Unrealized +10.5%
TFC Truist Financial Corporation 0.0%
Value ($000) $107 Shares 1,830 Est. Cost $45.12 Unrealized +10.2%
Brookfield Renewable Sub Voting Class A 0.0%
Value ($000) $103 Shares 2,800 Est. Cost $48.69 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $103 Shares 320 Est. Cost $321.88 Unrealized
TRV The Travelers Companies 0.0%
Value ($000) $102 Shares 650 Est. Cost $79.53 Unrealized +80.9%
ARCB ArcBest Corporation 0.0%
Value ($000) $96 Shares 800 Est. Cost $99.54 Unrealized 0.0%
AWK American Waterworks Co 0.0%
Value ($000) $94 Shares 500 Est. Cost $32.75 Unrealized +389.9%
SYY Sysco Corp. 0.0%
Value ($000) $94 Shares 1,200 Est. Cost $46.33 Unrealized +48.4%
RITM New Residential Investment Corp 0.0%
Value ($000) $91 Shares 8,500 Est. Cost $10.65 Unrealized
Select SPDR Tr Health Care Sector 0.0%
Value ($000) $85 Shares 600 Est. Cost $93.75 Unrealized
FPI Farmland Partners Inc. 0.0%
Value ($000) $84 Shares 7,000 Est. Cost $8.75 Unrealized
Chargepoint Holdings Inc. 0.0%
Value ($000) $81 Shares 4,250 Est. Cost $24.79 Unrealized
IGV IShares Expanded Tech-Software 0.0%
Value ($000) $80 Shares 200 Est. Cost $400.00 Unrealized
Westrock Company 0.0%
Value ($000) $79 Shares 1,781 Est. Cost $51.46 Unrealized
GWW Grainger W W Inc. 0.0%
Value ($000) $78 Shares 150 Est. Cost $212.39 Unrealized +113.0%
VTI Vanguard Total Stock Market Index Fund 0.0%
Value ($000) $78 Shares 324 Est. Cost $240.74 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $77 Shares 500 Est. Cost $88.34 Unrealized +52.0%
VCR Vanguard Consumer Discretionary Index Fund 0.0%
Value ($000) $77 Shares 225 Est. Cost $342.22 Unrealized
ONON On Holding AG 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $36.70 Unrealized 0.0%
IBB I Shares Nasdaq Bitotech Fd 0.0%
Value ($000) $76 Shares 500 Est. Cost $172.03 Unrealized
Yum China Holdings, Inc 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $27.27 Unrealized
GEL Genesis Energy 0.0%
Value ($000) $75 Shares 6,970 Est. Cost $22.66 Unrealized
WMMVY Wal-Mart De Mexico Sa-Sp Adr 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $37.00 Unrealized
MGK Vanguard Mega Cap Growth Index Fund 0.0%
Value ($000) $74 Shares 285 Est. Cost $259.65 Unrealized
GGG Graco Inc. 0.0%
Value ($000) $73 Shares 900 Est. Cost $31.69 Unrealized +126.9%
VHT Vanguard Health Care Index Fund 0.0%
Value ($000) $73 Shares 275 Est. Cost $265.45 Unrealized
COP Conocophillips 0.0%
Value ($000) $72 Shares 1,002 Est. Cost $41.03 Unrealized +52.7%
KEY Keycorp 0.0%
Value ($000) $69 Shares 3,000 Est. Cost $16.22 Unrealized +15.8%
C Citigroup 0.0%
Value ($000) $69 Shares 1,145 Est. Cost $52.11 Unrealized +9.7%
XEL Xcel Energy 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $39.94 Unrealized +42.3%
ASO Academy Sports and Outdoors, Inc. 0.0%
Value ($000) $66 Shares 1,500 Est. Cost $15.69 Unrealized +168.1%
MPC Marathon Pete Corp 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $41.93 Unrealized +39.3%
DD Dupont De Nemours Inc 0.0%
Value ($000) $62 Shares 766 Est. Cost $29.09 Unrealized +0.4%
O Realty Income Corp 0.0%
Value ($000) $62 Shares 860 Est. Cost $48.14 Unrealized +15.0%
SLV Ishares Silver Trust 0.0%
Value ($000) $60 Shares 2,800 Est. Cost $21.38 Unrealized
ADSK Autodesk 0.0%
Value ($000) $60 Shares 215 Est. Cost $292.21 Unrealized -0.2%
CTSH Cognizant Tech Solutions 0.0%
Value ($000) $58 Shares 650 Est. Cost $39.68 Unrealized +89.7%
CINF Cincinnati Financial Corporation 0.0%
Value ($000) $57 Shares 500 Est. Cost $106.37 Unrealized 0.0%
CDNS Cadence Design Systems 0.0%
Value ($000) $56 Shares 300 Est. Cost $152.39 Unrealized +14.4%
ETF Manager's Trust 0.0%
Value ($000) $55 Shares 5,000 Est. Cost $16.12 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $54 Shares 750 Est. Cost $55.63 Unrealized +5.7%
EBAY Ebay Inc. 0.0%
Value ($000) $53 Shares 800 Est. Cost $46.69 Unrealized +41.4%
CBSH Commerce Bancshares Inc. 0.0%
Value ($000) $51 Shares 736 Est. Cost $28.33 Unrealized +93.5%
FAST Fastenal Company 0.0%
Value ($000) $51 Shares 800 Est. Cost $16.64 Unrealized +60.3%
Sirius Xm Holdings Inc. 0.0%
Value ($000) $50 Shares 7,900 Est. Cost $6.25 Unrealized
MSM MSC Industrial Direct Co, Inc. 0.0%
Value ($000) $50 Shares 600 Est. Cost $76.72 Unrealized +9.0%
SNY Sanofi Aventis Sponsored Adr 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $50.00 Unrealized
CDK Global Inc. 0.0%
Value ($000) $49 Shares 1,166 Est. Cost $40.83 Unrealized
SJM Smucker Jm Co 0.0%
Value ($000) $48 Shares 350 Est. Cost $70.84 Unrealized +56.7%
Kellogg 0.0%
Value ($000) $48 Shares 750 Est. Cost $41.75 Unrealized +22.4%
CTVA Corteva Inc 0.0%
Value ($000) $48 Shares 1,015 Est. Cost $26.65 Unrealized +63.4%
VIS Vanguard Industrials Index Fund 0.0%
Value ($000) $47 Shares 230 Est. Cost $204.35 Unrealized
VOX Vanguard Communication Services Index Fund 0.0%
Value ($000) $47 Shares 350 Est. Cost $134.29 Unrealized
BP British Petroleum Ads 0.0%
Value ($000) $47 Shares 1,750 Est. Cost $30.16 Unrealized
VPU Vanguard Utilities Index Fund 0.0%
Value ($000) $45 Shares 288 Est. Cost $156.25 Unrealized
DOC Healthpeak Properties Inc 0.0%
Value ($000) $43 Shares 1,200 Est. Cost $27.01 Unrealized +1.4%
FCX Freeport Mcmoran Copper & Gold 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $9.79 Unrealized +265.6%
SNOW Snowflake Inc. 0.0%
Value ($000) $42 Shares 125 Est. Cost $246.33 Unrealized +41.5%
FNV Franco Nevada Corp. 0.0%
Value ($000) $41 Shares 300 Est. Cost $58.88 Unrealized +125.9%
ITT Inc. 0.0%
Value ($000) $41 Shares 400 Est. Cost $86.25 Unrealized
MAR Marriott International 0.0%
Value ($000) $41 Shares 250 Est. Cost $134.64 Unrealized +12.7%
IHI iShares US Medical Devices ETF 0.0%
Value ($000) $40 Shares 600 Est. Cost $81.39 Unrealized
NI Nisource Inc 0.0%
Value ($000) $40 Shares 1,455 Est. Cost $10.09 Unrealized +120.0%
BC Brunswick Corporation 0.0%
Value ($000) $40 Shares 400 Est. Cost $90.79 Unrealized -1.3%
TROW Price T Rowe Associates 0.0%
Value ($000) $39 Shares 200 Est. Cost $47.69 Unrealized +253.6%
AMAT Applied Materials Inc. 0.0%
Value ($000) $39 Shares 250 Est. Cost $139.59 Unrealized 0.0%
ASAN Asana, Inc. 0.0%
Value ($000) $37 Shares 500 Est. Cost $25.57 Unrealized +314.2%
Lyondellbasell Industries 0.0%
Value ($000) $37 Shares 400 Est. Cost $88.99 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $36 Shares 1,200 Est. Cost $28.26 Unrealized +1.6%
BWX Technologies 0.0%
Value ($000) $36 Shares 750 Est. Cost $55.10 Unrealized
Blackrock Science & Technology Trust 0.0%
Value ($000) $35 Shares 695 Est. Cost $21.58 Unrealized
IWV IShares Russell 3000 ETF 0.0%
Value ($000) $35 Shares 125 Est. Cost $256.00 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $33 Shares 95 Est. Cost $249.16 Unrealized +23.6%
WDC Western Digital Corp 0.0%
Value ($000) $33 Shares 500 Est. Cost $32.78 Unrealized +32.1%
IWN IShares Russell 2000 Value 0.0%
Value ($000) $33 Shares 200 Est. Cost $102.91 Unrealized
ENR Energizer Holdings Inc. 0.0%
Value ($000) $32 Shares 800 Est. Cost $31.70 Unrealized +1.4%
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $32 Shares 125 Est. Cost $112.50 Unrealized +83.4%
EXC Exelon Corporation 0.0%
Value ($000) $29 Shares 500 Est. Cost $14.18 Unrealized +129.4%
CME Group 0.0%
Value ($000) $29 Shares 125 Est. Cost $160.00 Unrealized
STM Stmicroelectronics N V Ny Registry 0.0%
Value ($000) $29 Shares 600 Est. Cost $38.33 Unrealized
RCI Rogers Communications Inc. 0.0%
Value ($000) $29 Shares 600 Est. Cost $50.34 Unrealized -6.8%
VAW Vanguard Materials Index Fund 0.0%
Value ($000) $29 Shares 145 Est. Cost $200.00 Unrealized
PNW Pinnacle West Capital 0.0%
Value ($000) $28 Shares 400 Est. Cost $33.65 Unrealized +65.9%
Jacobs Engineering 0.0%
Value ($000) $28 Shares 200 Est. Cost $50.00 Unrealized
QTEC First Trust NASDAQ-100 Tech Sector Index F 0.0%
Value ($000) $26 Shares 150 Est. Cost $160.00 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $26 Shares 200 Est. Cost $34.62 Unrealized +60.2%
First Trust Int Duration Pfd & Inc Fd 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $21.00 Unrealized
MGEE MGE Energy 0.0%
Value ($000) $25 Shares 300 Est. Cost $28.62 Unrealized +145.1%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $8.43 Unrealized +39.5%
MCK Mckesson Corp 0.0%
Value ($000) $25 Shares 100 Est. Cost $155.43 Unrealized +38.2%
NIO Nio American Depositary Shares 1 Class A 0.0%
Value ($000) $24 Shares 750 Est. Cost $36.00 Unrealized
Northwest Natural Holding CO 0.0%
Value ($000) $24 Shares 500 Est. Cost $64.80 Unrealized
AES Aes Corporation 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $20.54 Unrealized +0.7%
Cracker Barrel Old Country Store 0.0%
Value ($000) $23 Shares 180 Est. Cost $138.89 Unrealized
Dell Corporation 0.0%
Value ($000) $22 Shares 394 Est. Cost $60.73 Unrealized
CCI Crown Castle International Corp. 0.0%
Value ($000) $21 Shares 99 Est. Cost $104.19 Unrealized +44.0%
NDAQ Nasdaq, Inc. 0.0%
Value ($000) $21 Shares 100 Est. Cost $59.23 Unrealized +8.5%
TR Tootsie Roll Inds Inc. 0.0%
Value ($000) $21 Shares 591 Est. Cost $23.24 Unrealized +28.3%
Powershares QQQ Trust 1 0.0%
Value ($000) $20 Shares 50 Est. Cost $360.00 Unrealized
DLR Digital Realty Trust Inc. 0.0%
Value ($000) $20 Shares 112 Est. Cost $85.00 Unrealized +62.5%
F Ford Motor Co 0.0%
Value ($000) $19 Shares 900 Est. Cost $14.00 Unrealized 0.0%
GNRC Generac Holdings Inc. 0.0%
Value ($000) $18 Shares 50 Est. Cost $428.34 Unrealized -3.2%
Service Properties Trust 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $11.00 Unrealized
Aramark 0.0%
Value ($000) $18 Shares 500 Est. Cost $32.93 Unrealized
Vanguard Consumer Staples 0.0%
Value ($000) $17 Shares 86 Est. Cost $197.67 Unrealized
VIG Vanguard Dividend Appreciation Index Fund 0.0%
Value ($000) $17 Shares 100 Est. Cost $170.00 Unrealized
BXP Boston Properties Inc. 0.0%
Value ($000) $17 Shares 150 Est. Cost $84.52 Unrealized +8.5%
MOG/A Moog, Inc. 0.0%
Value ($000) $16 Shares 200 Est. Cost $46.70 Unrealized +59.8%
America Movil 0.0%
Value ($000) $16 Shares 750 Est. Cost $17.33 Unrealized
Annaly Capital Management 0.0%
Value ($000) $14 Shares 1,750 Est. Cost $6.29 Unrealized
Alphatec Holdings Inc. 0.0%
Value ($000) $14 Shares 1,250 Est. Cost $14.40 Unrealized
MFS Intermediate 0.0%
Value ($000) $14 Shares 4,000 Est. Cost $5.74 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $14 Shares 117 Est. Cost $119.66 Unrealized
CAG Conagra, Inc. 0.0%
Value ($000) $14 Shares 400 Est. Cost $20.41 Unrealized +32.1%
VBK Vanguard Small-Cap Growth Index Fund ETF 0.0%
Value ($000) $11 Shares 40 Est. Cost $275.00 Unrealized
ACWI IShares MSCI ACWI 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
VYM Vanguard High Div Yield Index 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
Unilever Plc 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
GH Guardant Health Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $80.57 Unrealized +28.4%
SRCE 1st Source Corp 0.0%
Value ($000) $10 Shares 202 Est. Cost $44.55 Unrealized
VEA Vanguard Tax Managed Europe Pacific 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
Inseego Corp. 0.0%
Value ($000) $2 Shares 370 Est. Cost $5.41 Unrealized