MONETARY MANAGEMENT GROUP INC Diversified Active

CIK: 0001133014 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $303,419 (100.0% shares, 0.0% debt)

Holdings (338)

AAPL Apple Inc Com 8.7%
Value ($000) $26,348 Shares 190,652 Est. Cost $88.61 Unrealized +74.1%
MSFT Microsoft Corp 7.4%
Value ($000) $22,575 Shares 96,930 Est. Cost $58.16 Unrealized +341.6%
Alphabet Inc (A) 3.0%
Value ($000) $9,152 Shares 95,680 Est. Cost $130.80 Unrealized
AMZN Amazon.Com Inc 2.8%
Value ($000) $8,639 Shares 76,450 Est. Cost $121.23 Unrealized +4.3%
HD Home Depot Inc 2.7%
Value ($000) $8,248 Shares 29,890 Est. Cost $126.51 Unrealized +114.0%
UNH Unitedhealth Group Inc 2.5%
Value ($000) $7,527 Shares 14,903 Est. Cost $145.09 Unrealized +241.2%
ABBV Abbvie Inc. 2.2%
Value ($000) $6,808 Shares 50,730 Est. Cost $49.53 Unrealized +156.7%
LLY Eli Lilly And Co. 2.1%
Value ($000) $6,284 Shares 19,435 Est. Cost $90.29 Unrealized +241.2%
PEP Pepsico Inc 1.7%
Value ($000) $5,208 Shares 31,900 Est. Cost $94.77 Unrealized +62.9%
JPM J P Morgan/Chase 1.4%
Value ($000) $4,178 Shares 39,979 Est. Cost $84.89 Unrealized +24.4%
Nextera Energy Partners LP 1.3%
Value ($000) $4,078 Shares 56,395 Est. Cost $57.76 Unrealized
QCOM Qualcomm Inc 1.3%
Value ($000) $4,055 Shares 35,890 Est. Cost $69.34 Unrealized +83.2%
IWF I Shares Tr Russell 1000 Growth Index 1.2%
Value ($000) $3,727 Shares 17,712 Est. Cost $159.60 Unrealized
AMGN Amgen Inc 1.2%
Value ($000) $3,715 Shares 16,481 Est. Cost $114.89 Unrealized +89.6%
V Visa Inc Com Cl A 1.2%
Value ($000) $3,643 Shares 20,505 Est. Cost $71.60 Unrealized +177.0%
TSLA Tesla Motors Inc. 1.2%
Value ($000) $3,637 Shares 13,713 Est. Cost $260.38 Unrealized +7.3%
NVDA Nvidia Corp. 1.1%
Value ($000) $3,475 Shares 28,625 Est. Cost $18.34 Unrealized -13.9%
TMO Thermo Fischer Corp 1.1%
Value ($000) $3,328 Shares 6,562 Est. Cost $125.02 Unrealized +343.3%
ABT Abbott Labs 1.1%
Value ($000) $3,307 Shares 34,173 Est. Cost $59.82 Unrealized +67.2%
IWD I Shares Russell 1000 Value Index 1.0%
Value ($000) $3,164 Shares 23,267 Est. Cost $120.16 Unrealized
LOW Lowes Companies 1.0%
Value ($000) $3,144 Shares 16,740 Est. Cost $82.40 Unrealized +121.3%
MA Mastercard Inc. 1.0%
Value ($000) $3,105 Shares 10,920 Est. Cost $202.64 Unrealized +60.5%
CVX Chevron Corp 1.0%
Value ($000) $3,073 Shares 21,388 Est. Cost $107.91 Unrealized +23.1%
UNP Union Pac Corp 1.0%
Value ($000) $3,036 Shares 15,585 Est. Cost $165.84 Unrealized +23.1%
JNJ Johnson & Johnson 1.0%
Value ($000) $2,945 Shares 18,025 Est. Cost $90.01 Unrealized +69.9%
CAT Caterpillar Inc. 1.0%
Value ($000) $2,923 Shares 17,817 Est. Cost $165.34 Unrealized +4.2%
ORLY O'Reilly Automotive Inc. 0.9%
Value ($000) $2,859 Shares 4,065 Est. Cost $30.27 Unrealized +54.0%
Broadcom, Inc 0.9%
Value ($000) $2,687 Shares 6,052 Est. Cost $291.85 Unrealized
OLN Olin Corporation 0.9%
Value ($000) $2,620 Shares 61,100 Est. Cost $12.70 Unrealized +271.2%
COST Costco Wholesale 0.8%
Value ($000) $2,432 Shares 5,150 Est. Cost $257.89 Unrealized +93.1%
Enviva Partners, LP 0.8%
Value ($000) $2,408 Shares 40,100 Est. Cost $70.22 Unrealized
LHX L3Harris Technologies 0.8%
Value ($000) $2,377 Shares 11,435 Est. Cost $179.08 Unrealized +19.8%
SYK Stryker Corp 0.8%
Value ($000) $2,292 Shares 11,315 Est. Cost $164.22 Unrealized +23.6%
Lam Research Corp. 0.7%
Value ($000) $2,235 Shares 6,106 Est. Cost $308.24 Unrealized
PG Procter & Gamble 0.7%
Value ($000) $2,235 Shares 17,700 Est. Cost $79.29 Unrealized +64.7%
ORCL Oracle Corp 0.7%
Value ($000) $2,185 Shares 35,785 Est. Cost $57.56 Unrealized +21.9%
NKE Nike Inc Cl B 0.7%
Value ($000) $2,170 Shares 26,105 Est. Cost $86.88 Unrealized +16.9%
SHW Sherwin Williams Company 0.7%
Value ($000) $2,124 Shares 10,373 Est. Cost $241.89 Unrealized -5.0%
HON Honeywell International 0.7%
Value ($000) $2,111 Shares 12,640 Est. Cost $127.67 Unrealized +27.0%
CVS CVS Health Corporation 0.6%
Value ($000) $1,903 Shares 19,951 Est. Cost $58.24 Unrealized +50.5%
BMY Bristol-Myers 0.6%
Value ($000) $1,894 Shares 26,642 Est. Cost $40.65 Unrealized +53.3%
PFE Pfizer, Inc. 0.6%
Value ($000) $1,832 Shares 41,876 Est. Cost $25.05 Unrealized +61.3%
HUM Humana Inc. 0.6%
Value ($000) $1,813 Shares 3,737 Est. Cost $138.36 Unrealized +239.2%
LUV Southwest Airlines 0.6%
Value ($000) $1,781 Shares 57,735 Est. Cost $40.14 Unrealized -13.2%
AMT American Tower Corp 0.5%
Value ($000) $1,646 Shares 7,668 Est. Cost $192.68 Unrealized +18.7%
WMT Wal Mart Stores, Inc. 0.5%
Value ($000) $1,639 Shares 12,636 Est. Cost $32.13 Unrealized +30.7%
WMB Williams Co.S 0.5%
Value ($000) $1,622 Shares 56,650 Est. Cost $17.94 Unrealized +55.5%
SBUX Starbucks Corp 0.5%
Value ($000) $1,620 Shares 19,225 Est. Cost $66.35 Unrealized +18.1%
ADBE Adobe 0.5%
Value ($000) $1,563 Shares 5,680 Est. Cost $339.03 Unrealized +11.6%
MCD Mcdonald's Corporation 0.5%
Value ($000) $1,560 Shares 6,759 Est. Cost $111.14 Unrealized +112.6%
IBM IBM Corp 0.5%
Value ($000) $1,558 Shares 13,117 Est. Cost $107.07 Unrealized +8.0%
DVY I Shares Select Dividend 0.5%
Value ($000) $1,501 Shares 14,000 Est. Cost $105.97 Unrealized
EOG EOG Resources Inc 0.5%
Value ($000) $1,444 Shares 12,920 Est. Cost $101.09 Unrealized -3.4%
ACN Accenture Plc 0.5%
Value ($000) $1,441 Shares 5,600 Est. Cost $170.68 Unrealized +60.9%
ADP Automatic Data Processing 0.4%
Value ($000) $1,363 Shares 6,025 Est. Cost $117.13 Unrealized +87.0%
KO Coca Cola Co 0.4%
Value ($000) $1,350 Shares 24,095 Est. Cost $48.69 Unrealized +15.1%
Paypal Holdings Inc 0.4%
Value ($000) $1,330 Shares 15,447 Est. Cost $79.43 Unrealized
PH Parker Hannifin 0.4%
Value ($000) $1,301 Shares 5,370 Est. Cost $288.89 Unrealized -10.3%
APH Amphenol Corp 0.4%
Value ($000) $1,301 Shares 19,425 Est. Cost $27.43 Unrealized +28.4%
Salesforce.Com 0.4%
Value ($000) $1,262 Shares 8,772 Est. Cost $178.53 Unrealized
Alphabet Inc (C) 0.4%
Value ($000) $1,258 Shares 13,085 Est. Cost $130.08 Unrealized
MDT Medtronic Inc 0.4%
Value ($000) $1,251 Shares 15,492 Est. Cost $69.24 Unrealized +16.7%
CSCO Cisco Systems Inc. 0.4%
Value ($000) $1,236 Shares 30,910 Est. Cost $41.85 Unrealized -4.3%
BRK/B Berkshire Hathaway Class B 0.4%
Value ($000) $1,225 Shares 4,588 Est. Cost $198.51 Unrealized +43.3%
RTX Raytheon Technologies Corp 0.4%
Value ($000) $1,197 Shares 14,625 Est. Cost $61.48 Unrealized +36.4%
DG Dollar General 0.4%
Value ($000) $1,186 Shares 4,945 Est. Cost $164.92 Unrealized +40.7%
VZ Verizon Communications 0.4%
Value ($000) $1,178 Shares 31,015 Est. Cost $35.69 Unrealized +0.2%
META Meta Platforms Inc. 0.4%
Value ($000) $1,176 Shares 8,665 Est. Cost $116.63 Unrealized +38.0%
AMD Advanced Micro Devices, Inc. 0.4%
Value ($000) $1,165 Shares 18,385 Est. Cost $110.24 Unrealized -22.8%
NOC Northrop Grumman Corp 0.4%
Value ($000) $1,155 Shares 2,455 Est. Cost $199.00 Unrealized +126.5%
EW Edwards Lifesciences 0.4%
Value ($000) $1,148 Shares 13,890 Est. Cost $79.22 Unrealized +21.5%
IVV I Shares Core S&P 500 Index 0.4%
Value ($000) $1,138 Shares 3,173 Est. Cost $326.87 Unrealized
BX Blackstone Group 0.4%
Value ($000) $1,087 Shares 12,981 Est. Cost $88.24 Unrealized -1.1%
Select Sector SPDR Financial 0.3%
Value ($000) $1,031 Shares 33,950 Est. Cost $25.80 Unrealized
PM Philip Morris Intl Inc 0.3%
Value ($000) $1,019 Shares 12,275 Est. Cost $57.58 Unrealized +40.6%
OKE Oneok Inc. 0.3%
Value ($000) $1,011 Shares 19,725 Est. Cost $39.03 Unrealized +27.6%
PANW Palo Alto Networks 0.3%
Value ($000) $1,007 Shares 6,150 Est. Cost $87.41 Unrealized -0.9%
KLAC Kla-Tencor Corp 0.3%
Value ($000) $966 Shares 3,193 Est. Cost $312.39 Unrealized +7.1%
INTC Intel Corporation 0.3%
Value ($000) $952 Shares 36,950 Est. Cost $34.68 Unrealized -6.8%
Service Now Inc. 0.3%
Value ($000) $952 Shares 2,520 Est. Cost $258.85 Unrealized
IWM IShares Russell 2000 Index Fd 0.3%
Value ($000) $951 Shares 5,767 Est. Cost $143.58 Unrealized
TXN Texas Instruments Inc 0.3%
Value ($000) $944 Shares 6,100 Est. Cost $106.53 Unrealized +42.3%
SPY Standard & Poors Dep Rec Trust 0.3%
Value ($000) $943 Shares 2,641 Est. Cost $319.97 Unrealized
NFLX Netflix 0.3%
Value ($000) $933 Shares 3,963 Est. Cost $35.67 Unrealized -37.7%
Dnp Select Income Fund Inc. 0.3%
Value ($000) $914 Shares 88,200 Est. Cost $10.45 Unrealized
IWR Ishares Russell Midcap Index Fund 0.3%
Value ($000) $886 Shares 14,258 Est. Cost $72.48 Unrealized
ED Consolidated Edison 0.3%
Value ($000) $870 Shares 10,150 Est. Cost $55.82 Unrealized +53.8%
Cheniere Energy 0.3%
Value ($000) $865 Shares 7,250 Est. Cost $119.31 Unrealized
REGN Regeneron Pharmaceuticals 0.3%
Value ($000) $858 Shares 1,245 Est. Cost $564.61 Unrealized +10.9%
MRK Merck & Co., Inc. 0.3%
Value ($000) $855 Shares 9,929 Est. Cost $59.41 Unrealized +35.3%
CI Cigna Corp 0.3%
Value ($000) $839 Shares 3,023 Est. Cost $190.98 Unrealized +38.6%
DHR Danaher 0.3%
Value ($000) $788 Shares 3,050 Est. Cost $152.95 Unrealized +57.4%
DE Deere & Company 0.2%
Value ($000) $751 Shares 2,250 Est. Cost $315.88 Unrealized +3.4%
KMI Kinder Morgan Inc 0.2%
Value ($000) $739 Shares 44,400 Est. Cost $13.21 Unrealized +11.8%
Vivani Medical Ord Shs 0.2%
Value ($000) $734 Shares 322,077 Est. Cost $2.28 Unrealized
USB US Bancorp 0.2%
Value ($000) $721 Shares 17,886 Est. Cost $28.59 Unrealized +37.2%
Select SPDR Tr Energy 0.2%
Value ($000) $709 Shares 9,845 Est. Cost $65.25 Unrealized
SO Southern Co. 0.2%
Value ($000) $706 Shares 10,376 Est. Cost $38.77 Unrealized +72.7%
Kayne Anderson Mlp 0.2%
Value ($000) $692 Shares 85,400 Est. Cost $7.78 Unrealized
ET Energy Transfer Partners, LP 0.2%
Value ($000) $684 Shares 62,000 Est. Cost $11.29 Unrealized
NEE Nextera Energy Inc. 0.2%
Value ($000) $669 Shares 8,535 Est. Cost $53.76 Unrealized +43.5%
INTU Intuit Inc. 0.2%
Value ($000) $668 Shares 1,725 Est. Cost $373.72 Unrealized +13.1%
Booking Holdings 0.2%
Value ($000) $662 Shares 403 Est. Cost $2185.28 Unrealized
UPS United Parcel Services 0.2%
Value ($000) $661 Shares 4,091 Est. Cost $153.55 Unrealized +4.5%
LMT Lockheed Martin Corp 0.2%
Value ($000) $623 Shares 1,612 Est. Cost $268.33 Unrealized +41.9%
CL Colgate Palmolive 0.2%
Value ($000) $622 Shares 8,850 Est. Cost $52.25 Unrealized +38.7%
TGT Target Corp 0.2%
Value ($000) $622 Shares 4,190 Est. Cost $170.77 Unrealized -16.3%
MDLZ Mondelez Intl Inc 0.2%
Value ($000) $585 Shares 10,669 Est. Cost $25.10 Unrealized +125.5%
DUK Duke Energy Corp. 0.2%
Value ($000) $580 Shares 6,233 Est. Cost $63.09 Unrealized +49.0%
Walgreen Boots Alliance Inc. 0.2%
Value ($000) $573 Shares 18,250 Est. Cost $65.24 Unrealized
Fortinet Ord Shs 0.2%
Value ($000) $566 Shares 11,520 Est. Cost $49.13 Unrealized
SNPS Synopsys Ord Shs 0.2%
Value ($000) $556 Shares 1,820 Est. Cost $338.58 Unrealized 0.0%
NX Quanex Corp 0.2%
Value ($000) $545 Shares 30,000 Est. Cost $13.60 Unrealized +58.5%
Select Spiders Consumer Staples 0.2%
Value ($000) $541 Shares 8,110 Est. Cost $58.32 Unrealized
IDV iShares international Select Dividend Etf 0.2%
Value ($000) $541 Shares 24,000 Est. Cost $26.95 Unrealized
VOD Vodafone Group Plc Spon Adr 0.2%
Value ($000) $533 Shares 47,000 Est. Cost $15.23 Unrealized
SPG Simon Property Group 0.2%
Value ($000) $527 Shares 5,875 Est. Cost $73.45 Unrealized +15.2%
WELL Welltower Inc. 0.2%
Value ($000) $519 Shares 8,075 Est. Cost $54.95 Unrealized +30.7%
XOM Exxon Mobil Corp 0.2%
Value ($000) $519 Shares 5,950 Est. Cost $52.86 Unrealized +53.9%
Easterly Government Properties, Inc 0.2%
Value ($000) $505 Shares 32,000 Est. Cost $18.95 Unrealized
Ulta Beauty Inc 0.2%
Value ($000) $501 Shares 1,250 Est. Cost $398.40 Unrealized
EMR Emerson Electric 0.2%
Value ($000) $483 Shares 6,600 Est. Cost $49.25 Unrealized +57.6%
Total S.A. 0.2%
Value ($000) $465 Shares 10,000 Est. Cost $50.32 Unrealized
3M Company 0.2%
Value ($000) $461 Shares 4,175 Est. Cost $148.85 Unrealized
IWS IShares Russell Mid Val Index 0.2%
Value ($000) $456 Shares 4,750 Est. Cost $96.00 Unrealized
Discover Finl Svcs 0.1%
Value ($000) $455 Shares 5,000 Est. Cost $49.28 Unrealized
XLK Sector Spdr Tr Shs Ben Int Technology 0.1%
Value ($000) $451 Shares 3,800 Est. Cost $92.91 Unrealized
AFL Aflac 0.1%
Value ($000) $450 Shares 8,000 Est. Cost $28.45 Unrealized +91.8%
S&P SPDR Utilities 0.1%
Value ($000) $447 Shares 6,820 Est. Cost $54.74 Unrealized
DIS Disney Walt Co. 0.1%
Value ($000) $434 Shares 4,600 Est. Cost $122.86 Unrealized -14.9%
Consol Energy Inc. 0.1%
Value ($000) $431 Shares 6,700 Est. Cost $42.14 Unrealized
Glaxosmithkline Plc Adr 0.1%
Value ($000) $431 Shares 14,650 Est. Cost $29.42 Unrealized
AEP American Electric Power Company, Inc. 0.1%
Value ($000) $413 Shares 4,772 Est. Cost $50.60 Unrealized +72.2%
Lab Corp. Of America Holdings 0.1%
Value ($000) $410 Shares 2,000 Est. Cost $100.08 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $409 Shares 1,950 Est. Cost $153.34 Unrealized +45.3%
AIG American International Group, Inc. 0.1%
Value ($000) $405 Shares 8,540 Est. Cost $31.24 Unrealized +55.7%
FRT Federal Realty Investment Trust 0.1%
Value ($000) $401 Shares 4,450 Est. Cost $103.82 Unrealized -15.8%
Select Sector Spider Con Disc 0.1%
Value ($000) $397 Shares 2,790 Est. Cost $109.17 Unrealized
MBB iShares MBS ETF 0.1%
Value ($000) $389 Shares 4,250 Est. Cost $91.53 Unrealized
CMI Cummins Inc. 0.1%
Value ($000) $384 Shares 1,885 Est. Cost $166.49 Unrealized +17.8%
IWP IShares Russell Midcap Growth Index 0.1%
Value ($000) $373 Shares 4,750 Est. Cost $78.53 Unrealized
EPD Enterprise Prods Partners Lp 0.1%
Value ($000) $368 Shares 15,455 Est. Cost $33.19 Unrealized
AXP American Express Co 0.1%
Value ($000) $364 Shares 2,700 Est. Cost $86.80 Unrealized +67.0%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $342 Shares 11,650 Est. Cost $32.68 Unrealized +3.1%
Select SPDR Materials (XLB) 0.1%
Value ($000) $338 Shares 4,975 Est. Cost $63.36 Unrealized
Public Storage 0.1%
Value ($000) $337 Shares 1,150 Est. Cost $220.40 Unrealized
Real Estate Select Sector SPDR Fund 0.1%
Value ($000) $332 Shares 9,218 Est. Cost $33.79 Unrealized
GS Goldman Sachs 0.1%
Value ($000) $330 Shares 1,125 Est. Cost $147.67 Unrealized +101.2%
MPLX MPLX Com Unit Rep LTD 0.1%
Value ($000) $327 Shares 10,894 Est. Cost $31.68 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $324 Shares 8,047 Est. Cost $32.14 Unrealized +22.5%
VMC Vulcan Materials Co 0.1%
Value ($000) $315 Shares 2,000 Est. Cost $138.41 Unrealized +14.3%
FISV Fiserv, Inc. 0.1%
Value ($000) $309 Shares 3,300 Est. Cost $110.56 Unrealized -7.8%
SOXX Ishares Phlx Semiconductor 0.1%
Value ($000) $309 Shares 970 Est. Cost $263.16 Unrealized
ALL Allstate Corporation 0.1%
Value ($000) $305 Shares 2,450 Est. Cost $106.38 Unrealized +7.7%
KMB Kimberly Clark Corp. 0.1%
Value ($000) $304 Shares 2,700 Est. Cost $89.02 Unrealized +28.4%
CWEN Clearway Energy, Inc. 0.1%
Value ($000) $303 Shares 9,500 Est. Cost $24.43 Unrealized +24.3%
AZN Astrazeneca Plc 0.1%
Value ($000) $302 Shares 5,500 Est. Cost $52.04 Unrealized
BAC Bankamerica Corp 0.1%
Value ($000) $300 Shares 9,950 Est. Cost $18.75 Unrealized +63.1%
T AT&T 0.1%
Value ($000) $300 Shares 19,530 Est. Cost $14.26 Unrealized +5.8%
BTI British American Tobacco 0.1%
Value ($000) $284 Shares 8,000 Est. Cost $39.65 Unrealized
Invesco QQQ Trust 0.1%
Value ($000) $281 Shares 1,050 Est. Cost $272.02 Unrealized
EEM I Shares MSCI Emerg Mkts 0.1%
Value ($000) $281 Shares 8,050 Est. Cost $43.87 Unrealized
GD General Dynamics 0.1%
Value ($000) $280 Shares 1,320 Est. Cost $132.35 Unrealized +59.3%
DOW Dow Inc. 0.1%
Value ($000) $278 Shares 6,323 Est. Cost $42.34 Unrealized -2.1%
Centene Corp 0.1%
Value ($000) $272 Shares 3,500 Est. Cost $68.12 Unrealized
PNC PNC Financial 0.1%
Value ($000) $263 Shares 1,760 Est. Cost $98.73 Unrealized +43.8%
NUE Nucor Corp. 0.1%
Value ($000) $254 Shares 2,375 Est. Cost $105.81 Unrealized +12.6%
Market Vectors Gold Miners ETF 0.1%
Value ($000) $253 Shares 10,500 Est. Cost $24.47 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $253 Shares 1,400 Est. Cost $83.48 Unrealized +117.6%
GIS General Mills Inc. 0.1%
Value ($000) $241 Shares 3,140 Est. Cost $43.08 Unrealized +57.3%
CLX Clorox Co-Del 0.1%
Value ($000) $238 Shares 1,850 Est. Cost $89.82 Unrealized +43.5%
JBHT JB Hunt Transport 0.1%
Value ($000) $235 Shares 1,500 Est. Cost $126.49 Unrealized +33.5%
FITB Fifth Third Bnc 0.1%
Value ($000) $234 Shares 7,316 Est. Cost $33.12 Unrealized -9.7%
APD Air Products & Chemicals 0.1%
Value ($000) $233 Shares 1,000 Est. Cost $190.82 Unrealized +18.6%
XLC Communication Services Select Sector Fd 0.1%
Value ($000) $227 Shares 4,750 Est. Cost $57.05 Unrealized
MO Altria Group, Inc. 0.1%
Value ($000) $227 Shares 5,626 Est. Cost $29.03 Unrealized +13.9%
FDX Fedex Corp 0.1%
Value ($000) $219 Shares 1,475 Est. Cost $196.31 Unrealized -0.3%
IVW Ishares Tr S&P 500 Growth 0.1%
Value ($000) $217 Shares 3,750 Est. Cost $89.06 Unrealized
PSX Phillips 66 0.1%
Value ($000) $216 Shares 2,677 Est. Cost $54.01 Unrealized +39.6%
IRM Iron Mountain, Inc. 0.1%
Value ($000) $215 Shares 4,900 Est. Cost $24.11 Unrealized +84.5%
STZ Constellation Brands Inc 0.1%
Value ($000) $212 Shares 925 Est. Cost $151.04 Unrealized +51.9%
PPG PPG Industries Inc. 0.1%
Value ($000) $210 Shares 1,900 Est. Cost $114.37 Unrealized +0.5%
WEC WEC Energy Group Inc. 0.1%
Value ($000) $210 Shares 2,350 Est. Cost $45.00 Unrealized +101.7%
Johnson Controls International Plc 0.1%
Value ($000) $209 Shares 4,250 Est. Cost $57.25 Unrealized
EFA Ishares MSCI Eafe Index Fd 0.1%
Value ($000) $201 Shares 3,595 Est. Cost $61.32 Unrealized
IVE Ishares Tr S&P 500 Value 0.1%
Value ($000) $193 Shares 1,500 Est. Cost $99.11 Unrealized
VTRS Viatris 0.1%
Value ($000) $188 Shares 22,084 Est. Cost $10.05 Unrealized -16.2%
MU Micron Technology 0.1%
Value ($000) $188 Shares 3,750 Est. Cost $62.59 Unrealized -9.1%
TJX TJX Cos Inc New Com 0.1%
Value ($000) $180 Shares 2,900 Est. Cost $50.22 Unrealized +19.3%
HIG Hartford Financial Services 0.1%
Value ($000) $171 Shares 2,760 Est. Cost $28.66 Unrealized +112.2%
AEE Ameren Corp 0.1%
Value ($000) $166 Shares 2,059 Est. Cost $35.13 Unrealized +133.9%
AME Ametek Inc. 0.1%
Value ($000) $164 Shares 1,450 Est. Cost $41.48 Unrealized +182.5%
IYR Ishares US Real Estate 0.1%
Value ($000) $163 Shares 2,000 Est. Cost $82.27 Unrealized
MLM Martin Marietta Materials 0.1%
Value ($000) $161 Shares 500 Est. Cost $366.05 Unrealized -9.4%
VLO Valero Energy Corp 0.1%
Value ($000) $160 Shares 1,500 Est. Cost $65.12 Unrealized +52.6%
Spire, Inc. (formerly Laclede Gas) 0.1%
Value ($000) $154 Shares 2,475 Est. Cost $68.77 Unrealized
LPX Louisiana Pac Corp 0.1%
Value ($000) $154 Shares 3,000 Est. Cost $58.93 Unrealized -3.6%
VGT Vanguard Info Tech 0.0%
Value ($000) $146 Shares 475 Est. Cost $452.30 Unrealized
NSRGY Nestles Sa Spons Adr 0.0%
Value ($000) $144 Shares 1,321 Est. Cost $76.15 Unrealized
Turtoise Energy Independence Fund, Inc 0.0%
Value ($000) $142 Shares 5,000 Est. Cost $28.40 Unrealized
CB Chubb LTD 0.0%
Value ($000) $142 Shares 780 Est. Cost $112.39 Unrealized +61.7%
MET Metlife Inc Com 0.0%
Value ($000) $137 Shares 2,250 Est. Cost $46.84 Unrealized +23.1%
Invesco Financial Preferred ETF 0.0%
Value ($000) $132 Shares 8,750 Est. Cost $18.45 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $125 Shares 3,525 Est. Cost $30.95 Unrealized +21.5%
Select Sector Spider Industrial 0.0%
Value ($000) $124 Shares 1,500 Est. Cost $70.71 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $119 Shares 1,500 Est. Cost $84.62 Unrealized -11.1%
ELV Anthem Inc. 0.0%
Value ($000) $114 Shares 250 Est. Cost $107.85 Unrealized +322.2%
YUM Yum Brands, Inc. 0.0%
Value ($000) $106 Shares 1,000 Est. Cost $54.17 Unrealized +100.8%
COP Conocophillips 0.0%
Value ($000) $103 Shares 1,002 Est. Cost $41.03 Unrealized +114.9%
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $102 Shares 3,250 Est. Cost $47.52 Unrealized
Sl Green realty Reit Ord Shs 0.0%
Value ($000) $101 Shares 2,505 Est. Cost $71.75 Unrealized
D Dominion Energy Inc. 0.0%
Value ($000) $100 Shares 1,450 Est. Cost $43.97 Unrealized +55.4%
TRV The Travelers Companies 0.0%
Value ($000) $100 Shares 650 Est. Cost $79.53 Unrealized +91.4%
MPC Marathon Pete Corp 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $41.93 Unrealized +107.3%
SCHW Charles Schwab 0.0%
Value ($000) $97 Shares 1,350 Est. Cost $41.95 Unrealized +57.8%
Hallador Energy Company 0.0%
Value ($000) $96 Shares 17,000 Est. Cost $5.65 Unrealized
NVS Novartis Ag 0.0%
Value ($000) $96 Shares 1,259 Est. Cost $88.86 Unrealized
PAYX Paychex 0.0%
Value ($000) $95 Shares 850 Est. Cost $88.21 Unrealized +27.1%
BDX Becton Dickinson 0.0%
Value ($000) $95 Shares 425 Est. Cost $202.20 Unrealized +16.0%
JEF Jefferies Financial Group Inc 0.0%
Value ($000) $94 Shares 3,200 Est. Cost $13.67 Unrealized +98.9%
Standard & Poors Midcap 400 0.0%
Value ($000) $92 Shares 230 Est. Cost $295.18 Unrealized
Select SPDR Tr Health Care Sector 0.0%
Value ($000) $91 Shares 750 Est. Cost $100.60 Unrealized
Tortoise Energy Infrastructure Clsd Fund 0.0%
Value ($000) $90 Shares 3,000 Est. Cost $29.67 Unrealized
MTB M & T Bank Corp 0.0%
Value ($000) $88 Shares 500 Est. Cost $88.34 Unrealized +78.9%
BA Boeing 0.0%
Value ($000) $88 Shares 725 Est. Cost $149.22 Unrealized +2.8%
SYY Sysco Corp. 0.0%
Value ($000) $85 Shares 1,200 Est. Cost $46.33 Unrealized +63.4%
PGR Progressive Corp Ohio 0.0%
Value ($000) $81 Shares 700 Est. Cost $54.53 Unrealized +101.4%
STX Seagate Technology 0.0%
Value ($000) $80 Shares 1,500 Est. Cost $81.14 Unrealized -20.5%
TFC Truist Financial Corporation 0.0%
Value ($000) $80 Shares 1,830 Est. Cost $45.12 Unrealized -10.9%
C Citigroup 0.0%
Value ($000) $79 Shares 1,895 Est. Cost $48.81 Unrealized -10.5%
VUG Vanguard Growth ETF 0.0%
Value ($000) $75 Shares 350 Est. Cost $319.02 Unrealized
NI Nisource Inc 0.0%
Value ($000) $74 Shares 2,955 Est. Cost $17.92 Unrealized +46.9%
GWW Grainger W W Inc. 0.0%
Value ($000) $73 Shares 150 Est. Cost $212.39 Unrealized +140.1%
Yum China Holdings, Inc 0.0%
Value ($000) $71 Shares 1,500 Est. Cost $27.27 Unrealized
MRVL Marvell Technology, Inc. 0.0%
Value ($000) $71 Shares 1,650 Est. Cost $59.77 Unrealized -18.3%
WMMVY Wal-Mart De Mexico Sa-Sp Adr 0.0%
Value ($000) $70 Shares 2,000 Est. Cost $37.00 Unrealized
DOV Dover Corp 0.0%
Value ($000) $70 Shares 600 Est. Cost $105.06 Unrealized +16.4%
TSM Taiwan Semiconductor Co. 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $75.54 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $69 Shares 750 Est. Cost $135.88 Unrealized -26.2%
OTIS Otis Worldwide Corporation 0.0%
Value ($000) $68 Shares 1,071 Est. Cost $52.68 Unrealized +31.5%
VHT Vanguard Health Care Index Fund 0.0%
Value ($000) $68 Shares 305 Est. Cost $264.50 Unrealized
KHC Kraft Heinz (The) 0.0%
Value ($000) $67 Shares 2,000 Est. Cost $31.03 Unrealized +1.4%
AWK American Waterworks Co 0.0%
Value ($000) $65 Shares 500 Est. Cost $32.75 Unrealized +327.5%
XEL Xcel Energy 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $39.94 Unrealized +62.4%
ASO Academy Sports and Outdoors, Inc. 0.0%
Value ($000) $63 Shares 1,500 Est. Cost $15.69 Unrealized +171.7%
Chargepoint Holdings Inc. 0.0%
Value ($000) $63 Shares 4,250 Est. Cost $24.79 Unrealized
Fidelity Natl Information Serv 0.0%
Value ($000) $62 Shares 825 Est. Cost $132.18 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $56 Shares 982 Est. Cost $26.65 Unrealized +110.8%
Pioneer Natural Resource Co 0.0%
Value ($000) $54 Shares 250 Est. Cost $216.00 Unrealized
GGG Graco Inc. 0.0%
Value ($000) $54 Shares 900 Est. Cost $31.69 Unrealized +93.6%
MGK Vanguard Mega Cap Growth Index Fund 0.0%
Value ($000) $52 Shares 300 Est. Cost $252.58 Unrealized
Kellogg 0.0%
Value ($000) $52 Shares 750 Est. Cost $41.75 Unrealized +46.5%
VCR Vanguard Consumer Discretionary Index Fund 0.0%
Value ($000) $51 Shares 215 Est. Cost $342.22 Unrealized
IGV IShares Expanded Tech-Software 0.0%
Value ($000) $50 Shares 200 Est. Cost $400.00 Unrealized
BP British Petroleum Ads 0.0%
Value ($000) $50 Shares 1,750 Est. Cost $30.16 Unrealized
O Realty Income Corp 0.0%
Value ($000) $50 Shares 860 Est. Cost $48.14 Unrealized +19.0%
CBSH Commerce Bancshares Inc. 0.0%
Value ($000) $49 Shares 736 Est. Cost $28.33 Unrealized +98.5%
KEY Keycorp 0.0%
Value ($000) $48 Shares 3,000 Est. Cost $16.22 Unrealized -8.2%
SJM Smucker Jm Co 0.0%
Value ($000) $48 Shares 350 Est. Cost $70.84 Unrealized +71.1%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $47 Shares 315 Est. Cost $107.07 Unrealized +50.8%
GILD Gilead Sciences Inc 0.0%
Value ($000) $46 Shares 750 Est. Cost $55.63 Unrealized +0.3%
VTI Vanguard Total Stock Market Index Fund 0.0%
Value ($000) $45 Shares 249 Est. Cost $240.74 Unrealized
Sirius Xm Holdings Inc. 0.0%
Value ($000) $45 Shares 7,900 Est. Cost $6.25 Unrealized
CINF Cincinnati Financial Corporation 0.0%
Value ($000) $45 Shares 500 Est. Cost $106.37 Unrealized -11.4%
TEAM Atlassian Ord Shs Class A 0.0%
Value ($000) $44 Shares 210 Est. Cost $233.56 Unrealized 0.0%
MSM MSC Industrial Direct Co, Inc. 0.0%
Value ($000) $44 Shares 600 Est. Cost $76.72 Unrealized +2.8%
SLB Schlumberger Ltd 0.0%
Value ($000) $43 Shares 1,200 Est. Cost $28.26 Unrealized +18.2%
ROK Rockwell Automation 0.0%
Value ($000) $42 Shares 195 Est. Cost $258.96 Unrealized -15.1%
ADSK Autodesk 0.0%
Value ($000) $42 Shares 225 Est. Cost $285.76 Unrealized -29.3%
VOX Vanguard Communication Services Index Fund 0.0%
Value ($000) $39 Shares 475 Est. Cost $127.87 Unrealized
IBB I Shares Nasdaq Bitotech Fd 0.0%
Value ($000) $38 Shares 325 Est. Cost $167.13 Unrealized
SNY Sanofi Aventis Sponsored Adr 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $50.00 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $37 Shares 450 Est. Cost $136.60 Unrealized -31.6%
CTSH Cognizant Tech Solutions 0.0%
Value ($000) $37 Shares 650 Est. Cost $39.68 Unrealized +56.0%
WBD Warner Bros Discovery Ord Shs Series A 0.0%
Value ($000) $37 Shares 3,174 Est. Cost $18.55 Unrealized -26.7%
VIS Vanguard Industrials Index Fund 0.0%
Value ($000) $36 Shares 230 Est. Cost $204.35 Unrealized
FNV Franco Nevada Corp. 0.0%
Value ($000) $36 Shares 300 Est. Cost $58.88 Unrealized +106.8%
MAR Marriott International 0.0%
Value ($000) $35 Shares 250 Est. Cost $134.64 Unrealized +9.7%
SLV Ishares Silver Trust 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $21.38 Unrealized
MCK Mckesson Corp 0.0%
Value ($000) $34 Shares 100 Est. Cost $155.43 Unrealized +119.6%
ONON On Holding AG 0.0%
Value ($000) $32 Shares 2,000 Est. Cost $36.70 Unrealized -45.7%
Vanguard Energy ETF 0.0%
Value ($000) $31 Shares 305 Est. Cost $104.12 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $30 Shares 200 Est. Cost $34.62 Unrealized +109.4%
Lyondellbasell Industries 0.0%
Value ($000) $30 Shares 400 Est. Cost $88.99 Unrealized
Brookfield Renewable Sub Voting Class A 0.0%
Value ($000) $29 Shares 900 Est. Cost $48.69 Unrealized
IHI iShares US Medical Devices ETF 0.0%
Value ($000) $28 Shares 600 Est. Cost $81.39 Unrealized
DOC Healthpeak Properties Inc 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $27.01 Unrealized -20.1%
NEM Newmont Mining 0.0%
Value ($000) $28 Shares 675 Est. Cost $49.84 Unrealized -15.4%
ITT Inc. 0.0%
Value ($000) $26 Shares 400 Est. Cost $86.25 Unrealized
BC Brunswick Corporation 0.0%
Value ($000) $26 Shares 400 Est. Cost $90.79 Unrealized -23.4%
IWV IShares Russell 3000 ETF 0.0%
Value ($000) $26 Shares 125 Est. Cost $256.00 Unrealized
PNW Pinnacle West Capital 0.0%
Value ($000) $26 Shares 400 Est. Cost $33.65 Unrealized +89.1%
RCI Rogers Communications Inc. 0.0%
Value ($000) $23 Shares 600 Est. Cost $50.34 Unrealized -12.1%
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $23 Shares 125 Est. Cost $112.50 Unrealized +58.4%
AES Aes Corporation 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $20.54 Unrealized +0.4%
Jacob Solutions Inc 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.00 Unrealized
Northwest Natural Holding CO 0.0%
Value ($000) $22 Shares 500 Est. Cost $64.80 Unrealized
VAW Vanguard Materials Index Fund 0.0%
Value ($000) $22 Shares 145 Est. Cost $200.00 Unrealized
SNOW Snowflake Inc. 0.0%
Value ($000) $21 Shares 125 Est. Cost $246.33 Unrealized -32.8%
Nutrien Ltd 0.0%
Value ($000) $21 Shares 250 Est. Cost $80.00 Unrealized
AZO Autozone Inc. 0.0%
Value ($000) $21 Shares 10 Est. Cost $2178.52 Unrealized 0.0%
TROW Price T Rowe Associates 0.0%
Value ($000) $21 Shares 200 Est. Cost $47.69 Unrealized +113.3%
Blackrock Science & Technology Trust 0.0%
Value ($000) $20 Shares 695 Est. Cost $21.58 Unrealized
MGEE MGE Energy 0.0%
Value ($000) $20 Shares 300 Est. Cost $28.62 Unrealized +154.1%
TR Tootsie Roll Inds Inc. 0.0%
Value ($000) $20 Shares 608 Est. Cost $23.46 Unrealized +37.0%
EXC Exelon Corporation 0.0%
Value ($000) $19 Shares 500 Est. Cost $14.18 Unrealized +175.5%
IWN IShares Russell 2000 Value 0.0%
Value ($000) $19 Shares 150 Est. Cost $102.91 Unrealized
CF Cf Industries Holdings 0.0%
Value ($000) $19 Shares 200 Est. Cost $90.50 Unrealized 0.0%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $18 Shares 200 Est. Cost $70.80 Unrealized +35.3%
ENR Energizer Holdings Inc. 0.0%
Value ($000) $18 Shares 700 Est. Cost $31.70 Unrealized -20.9%
VPU Vanguard Utilities Index Fund 0.0%
Value ($000) $18 Shares 128 Est. Cost $156.25 Unrealized
DD Dupont De Nemours Inc 0.0%
Value ($000) $18 Shares 366 Est. Cost $29.09 Unrealized -23.5%
NDAQ Nasdaq, Inc. 0.0%
Value ($000) $17 Shares 300 Est. Cost $57.11 Unrealized -1.9%
Proshares Short S&P500 New 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
Cracker Barrel Old Country Store 0.0%
Value ($000) $17 Shares 180 Est. Cost $138.89 Unrealized
Aramark 0.0%
Value ($000) $16 Shares 500 Est. Cost $32.93 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $16 Shares 500 Est. Cost $32.78 Unrealized +0.9%
QTEC First Trust NASDAQ-100 Tech Sector Index F 0.0%
Value ($000) $16 Shares 150 Est. Cost $160.00 Unrealized
EBAY Ebay Inc. 0.0%
Value ($000) $15 Shares 400 Est. Cost $46.69 Unrealized -10.7%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $8.43 Unrealized +18.8%
VIG Vanguard Dividend Appreciation Index Fund 0.0%
Value ($000) $14 Shares 100 Est. Cost $170.00 Unrealized
MOG/A Moog, Inc. 0.0%
Value ($000) $14 Shares 200 Est. Cost $46.70 Unrealized +66.1%
CCI Crown Castle International Corp. 0.0%
Value ($000) $14 Shares 99 Est. Cost $104.19 Unrealized +36.8%
Apollo Global Management Ord Shs 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.67 Unrealized
CAG Conagra, Inc. 0.0%
Value ($000) $13 Shares 400 Est. Cost $20.41 Unrealized +42.3%
Vanguard Consumer Staples 0.0%
Value ($000) $13 Shares 74 Est. Cost $197.67 Unrealized
NIO Nio American Depositary Shares 1 Class A 0.0%
Value ($000) $12 Shares 750 Est. Cost $36.00 Unrealized
America Movil 0.0%
Value ($000) $12 Shares 750 Est. Cost $17.33 Unrealized
DLR Digital Realty Trust Inc. 0.0%
Value ($000) $11 Shares 112 Est. Cost $85.00 Unrealized +27.7%
BXP Boston Properties Inc. 0.0%
Value ($000) $11 Shares 150 Est. Cost $84.52 Unrealized -17.7%
ASAN Asana, Inc. 0.0%
Value ($000) $11 Shares 500 Est. Cost $21.45 Unrealized 0.0%
Alphatec Holdings Inc. 0.0%
Value ($000) $11 Shares 1,250 Est. Cost $8.80 Unrealized
ROKU Roku, Inc. 0.0%
Value ($000) $11 Shares 200 Est. Cost $304.00 Unrealized -75.0%
MFS Intermediate 0.0%
Value ($000) $11 Shares 4,000 Est. Cost $5.02 Unrealized
Service Properties Trust 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $11.00 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $9 Shares 200 Est. Cost $16.64 Unrealized +39.4%
ENB Enbridge Inc. 0.0%
Value ($000) $5 Shares 147 Est. Cost $33.81 Unrealized 0.0%
VEA Vanguard Tax Managed Europe Pacific 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized