WATERS PARKERSON & CO., LLC Diversified Active

CIK: 0001222993 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 4, 2021

Total Value ($000): $1,736,657 (100.0% shares, 0.0% debt)

Holdings (176)

TMO THERMO FISHER SCNTFC 5.7%
Value ($000) $99,828 Shares 174,729 Est. Cost $82.17 Unrealized +560.1%
V VISA INC COM CL A 4.3%
Value ($000) $74,343 Shares 333,752 Est. Cost $56.44 Unrealized +302.2%
ACN ACCENTURE PLC IRELAND SHS CLAS 4.0%
Value ($000) $69,579 Shares 217,489 Est. Cost $68.23 Unrealized +347.8%
HD HOME DEPOT INC COM 3.9%
Value ($000) $68,363 Shares 208,260 Est. Cost $59.22 Unrealized +397.3%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $64,826 Shares 229,944 Est. Cost $44.52 Unrealized +530.5%
JPM JPMORGAN CHASE & CO 3.5%
Value ($000) $61,018 Shares 372,764 Est. Cost $41.61 Unrealized +237.2%
META FACEBOOK INC CLASSA 3.3%
Value ($000) $56,620 Shares 166,829 Est. Cost $56.09 Unrealized +537.7%
ABT ABBOTT LABS COM 3.2%
Value ($000) $56,255 Shares 476,214 Est. Cost $30.89 Unrealized +267.3%
NKE NIKE INC CL B 3.0%
Value ($000) $51,848 Shares 357,004 Est. Cost $50.42 Unrealized +202.6%
ROK ROCKWELL AUTOMATION 2.8%
Value ($000) $49,143 Shares 167,132 Est. Cost $88.10 Unrealized +223.1%
BAC BK OF AMERICA CORP COM 2.7%
Value ($000) $46,981 Shares 1,106,734 Est. Cost $13.10 Unrealized +175.5%
DISCOVER FINL SVCS COM 2.4%
Value ($000) $40,926 Shares 333,135 Est. Cost $71.98 Unrealized
FBIN FORTUNE BRANDS HM&S 2.3%
Value ($000) $39,631 Shares 443,201 Est. Cost $34.05 Unrealized +127.6%
PG PROCTER AND GAMBLE CO COM 2.2%
Value ($000) $37,544 Shares 268,556 Est. Cost $56.49 Unrealized +125.3%
DIS DISNEY WALT CO COM DISNEY 2.1%
Value ($000) $36,072 Shares 213,229 Est. Cost $118.44 Unrealized +47.0%
CVS CVS HEALTH CORP COM 2.0%
Value ($000) $34,835 Shares 410,498 Est. Cost $49.63 Unrealized +46.1%
CVX CHEVRON CORP NEW COM 1.8%
Value ($000) $32,113 Shares 316,536 Est. Cost $71.68 Unrealized +16.2%
PM PHILIP MORRIS INTL 1.8%
Value ($000) $31,866 Shares 336,172 Est. Cost $52.92 Unrealized +53.2%
PEP PEPSICO INC COM 1.8%
Value ($000) $31,280 Shares 207,964 Est. Cost $62.95 Unrealized +114.5%
UPS UNITED PARCEL SRVC CLASSB 1.6%
Value ($000) $27,020 Shares 148,382 Est. Cost $69.15 Unrealized +135.3%
AON AON PLC SHS CL A 1.6%
Value ($000) $27,019 Shares 94,547 Est. Cost $195.80 Unrealized +32.9%
MRK MERCK & CO. INC COM 1.5%
Value ($000) $26,263 Shares 349,661 Est. Cost $36.70 Unrealized +80.2%
MCHP MICROCHIP TECHNOLOGY 1.5%
Value ($000) $25,292 Shares 164,778 Est. Cost $38.51 Unrealized +77.2%
AAPL APPLE INC COM 1.4%
Value ($000) $24,916 Shares 176,084 Est. Cost $84.41 Unrealized +70.5%
BAH BOOZ ALLEN HAMILTON HLDG CORP 1.4%
Value ($000) $24,686 Shares 311,103 Est. Cost $72.31 Unrealized +6.1%
DG DOLLAR GENERAL CORP 1.4%
Value ($000) $24,364 Shares 114,850 Est. Cost $185.99 Unrealized +13.1%
HON HONEYWELL INTL INC 1.4%
Value ($000) $24,156 Shares 113,795 Est. Cost $121.68 Unrealized +59.9%
NSC NORFOLK SOUTHN CORP COM 1.4%
Value ($000) $23,601 Shares 98,647 Est. Cost $65.95 Unrealized +254.0%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $23,582 Shares 400,911 Est. Cost $54.64 Unrealized -11.3%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $23,395 Shares 144,859 Est. Cost $63.58 Unrealized +136.3%
DOW DOW INC COM 1.3%
Value ($000) $22,115 Shares 384,211 Est. Cost $36.19 Unrealized +32.1%
VZ VERIZON COMMUNICATN 1.2%
Value ($000) $21,618 Shares 400,254 Est. Cost $29.21 Unrealized +44.9%
GM GENERAL MTRS CO COM 1.2%
Value ($000) $20,919 Shares 396,879 Est. Cost $54.96 Unrealized -6.7%
JACOBS ENGR GROUP INC COM 1.2%
Value ($000) $20,535 Shares 154,946 Est. Cost $59.09 Unrealized
LNC LINCOLN NATL CORP IND COM 1.2%
Value ($000) $20,272 Shares 294,867 Est. Cost $34.85 Unrealized +48.3%
AFL AFLAC INC COM 1.1%
Value ($000) $19,696 Shares 377,822 Est. Cost $28.49 Unrealized +73.6%
ORCL ORACLE CORP COM 1.1%
Value ($000) $19,278 Shares 221,253 Est. Cost $28.80 Unrealized +189.3%
GIS GENERAL MLS INC COM 1.1%
Value ($000) $18,962 Shares 316,981 Est. Cost $33.94 Unrealized +50.2%
ZBH ZIMMER BIOMET HLDGS 1.1%
Value ($000) $18,654 Shares 127,455 Est. Cost $110.88 Unrealized +27.7%
TSEM TOWER SEMICONDUCTORF 1.0%
Value ($000) $18,125 Shares 606,184 Est. Cost $22.12 Unrealized +30.1%
O REALTY INCOME CORP COM 1.0%
Value ($000) $17,944 Shares 276,655 Est. Cost $41.39 Unrealized +30.0%
IWM ISHARES TR RUSSELL 2000 1.0%
Value ($000) $17,503 Shares 80,015 Est. Cost $107.51 Unrealized
DD DUPONT DE NEMOURS INC COM 0.8%
Value ($000) $14,366 Shares 211,302 Est. Cost $21.09 Unrealized +34.5%
PIONEER NAT RES CO COM 0.8%
Value ($000) $14,165 Shares 85,069 Est. Cost $146.79 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $14,029 Shares 326,176 Est. Cost $19.51 Unrealized +82.8%
LOW LOWES COS INC COM 0.8%
Value ($000) $13,152 Shares 64,832 Est. Cost $33.41 Unrealized +449.4%
KO COCA COLA CO COM 0.7%
Value ($000) $12,987 Shares 247,506 Est. Cost $29.67 Unrealized +64.5%
EFA ISHARES TR MSCI EAFE INDEX 0.7%
Value ($000) $11,968 Shares 153,417 Est. Cost $65.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.6%
Value ($000) $11,060 Shares 79,608 Est. Cost $106.58 Unrealized +5.2%
DCI DONALDSON INC COM 0.6%
Value ($000) $9,600 Shares 167,219 Est. Cost $38.40 Unrealized +56.4%
WMT WALMART INC COM 0.4%
Value ($000) $7,406 Shares 53,132 Est. Cost $22.22 Unrealized +104.6%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $5,173 Shares 145,667 Est. Cost $28.36 Unrealized -20.6%
II-VI INC COM 0.3%
Value ($000) $4,576 Shares 77,085 Est. Cost $59.36 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.2%
Value ($000) $4,256 Shares 9,878 Est. Cost $213.25 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $4,199 Shares 23,939 Est. Cost $111.62 Unrealized +23.0%
VWO VANGUARD INTL EQUITY INDEX FD 0.2%
Value ($000) $3,997 Shares 79,929 Est. Cost $40.92 Unrealized
T AT&T INC COM 0.2%
Value ($000) $3,912 Shares 144,826 Est. Cost $11.89 Unrealized +35.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $3,633 Shares 42,269 Est. Cost $54.60 Unrealized +41.8%
EEM ISHARES TR MSCI EMERG MKT 0.2%
Value ($000) $3,486 Shares 69,188 Est. Cost $39.30 Unrealized
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $3,287 Shares 110,908 Est. Cost $54.06 Unrealized -51.9%
INTC INTEL CORP COM 0.2%
Value ($000) $3,198 Shares 60,027 Est. Cost $19.02 Unrealized +161.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $3,070 Shares 67,436 Est. Cost $19.49 Unrealized +74.4%
SPY SPDR S&P 500 ETF TR TR UNIT 0.2%
Value ($000) $2,730 Shares 6,362 Est. Cost $226.22 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $2,674 Shares 18,698 Est. Cost $79.47 Unrealized +84.6%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $2,462 Shares 10,654 Est. Cost $49.29 Unrealized +380.1%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $2,417 Shares 907 Est. Cost $48.14 Unrealized +184.2%
BA BOEING CO COM 0.1%
Value ($000) $2,358 Shares 10,722 Est. Cost $88.17 Unrealized +152.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $2,332 Shares 8,544 Est. Cost $156.75 Unrealized +79.2%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $2,166 Shares 16,351 Est. Cost $71.37 Unrealized +61.8%
ROYAL DUTCH SHELL 0.1%
Value ($000) $2,093 Shares 46,966 Est. Cost $51.75 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE 0.1%
Value ($000) $2,081 Shares 20,445 Est. Cost $77.93 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $2,052 Shares 34,681 Est. Cost $33.81 Unrealized +62.2%
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $2,009 Shares 13,625 Est. Cost $75.28 Unrealized +67.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $1,831 Shares 685 Est. Cost $42.83 Unrealized +215.3%
SO SOUTHERN CO COM 0.1%
Value ($000) $1,758 Shares 28,368 Est. Cost $31.37 Unrealized +74.4%
HWC HANCOCK WHITNEY CORPORATION CO 0.1%
Value ($000) $1,706 Shares 36,214 Est. Cost $30.29 Unrealized +46.3%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.1%
Value ($000) $1,666 Shares 4,225 Est. Cost $326.76 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $1,660 Shares 4,637 Est. Cost $154.30 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $1,644 Shares 18,642 Est. Cost $35.91 Unrealized +125.2%
BLACKSTONE GROUP LP LP 0.1%
Value ($000) $1,576 Shares 13,546 Est. Cost $64.82 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $1,524 Shares 7,358 Est. Cost $16.61 Unrealized +24.7%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $1,517 Shares 19,394 Est. Cost $75.42 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $1,503 Shares 20,580 Est. Cost $39.81 Unrealized +56.8%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,466 Shares 25,200 Est. Cost $37.71 Unrealized +47.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,455 Shares 19,248 Est. Cost $45.48 Unrealized +57.6%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $1,435 Shares 27,733 Est. Cost $17.13 Unrealized +196.0%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $1,376 Shares 419 Est. Cost $105.66 Unrealized +63.2%
CSX CSX CORP COM 0.1%
Value ($000) $1,296 Shares 43,587 Est. Cost $28.72 Unrealized +5.0%
POOL POOL CORP COM 0.1%
Value ($000) $1,275 Shares 2,936 Est. Cost $111.95 Unrealized +301.2%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $1,224 Shares 14,871 Est. Cost $47.48 Unrealized +73.1%
TSLA TESLA INC COM 0.1%
Value ($000) $1,214 Shares 1,565 Est. Cost $105.60 Unrealized +122.9%
GLAXOSMITHKLINE PLC SPONSORED 0.1%
Value ($000) $1,114 Shares 29,153 Est. Cost $46.32 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,060 Shares 8,232 Est. Cost $28.83 Unrealized +353.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $881 Shares 4,496 Est. Cost $117.48 Unrealized +66.2%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $833 Shares 4,335 Est. Cost $54.97 Unrealized +205.5%
JPMORGAN CHASE & CO ALERIAN ML 0.0%
Value ($000) $831 Shares 45,725 Est. Cost $28.47 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $829 Shares 10,565 Est. Cost $29.30 Unrealized +131.3%
FHN FIRST HORIZON NATL 0.0%
Value ($000) $801 Shares 49,165 Est. Cost $7.85 Unrealized +73.8%
VNQI VANGUARD INTL EQUITY INDEX FD 0.0%
Value ($000) $780 Shares 13,851 Est. Cost $53.61 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $761 Shares 3,150 Est. Cost $113.57 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $756 Shares 3,554 Est. Cost $105.44 Unrealized +89.9%
VEA VANGUARD TAX-MANAGED INTL FD F 0.0%
Value ($000) $756 Shares 14,965 Est. Cost $42.51 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $735 Shares 6,728 Est. Cost $78.37 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $722 Shares 1,700 Est. Cost $114.76 Unrealized +264.1%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $717 Shares 15,242 Est. Cost $73.96 Unrealized
IDCC INTERDIGITAL INC 0.0%
Value ($000) $714 Shares 10,527 Est. Cost $88.39 Unrealized -21.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $710 Shares 7,278 Est. Cost $49.49 Unrealized +76.3%
VGT VANGUARD WORLD FDS INF TECH ET 0.0%
Value ($000) $699 Shares 1,741 Est. Cost $113.44 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $693 Shares 6,428 Est. Cost $59.46 Unrealized +63.5%
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $672 Shares 31,062 Est. Cost $23.73 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $658 Shares 2,727 Est. Cost $136.00 Unrealized +58.7%
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value ($000) $650 Shares 16,749 Est. Cost $32.94 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $650 Shares 8,009 Est. Cost $38.75 Unrealized +91.9%
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $626 Shares 1,655 Est. Cost $171.95 Unrealized +103.5%
DNP SELECT INCOME CF 0.0%
Value ($000) $616 Shares 57,763 Est. Cost $9.94 Unrealized
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value ($000) $596 Shares 2,725 Est. Cost $125.39 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $581 Shares 11,150 Est. Cost $15.18 Unrealized
BKLN INVESCO EXCH TRADED FD TR II S 0.0%
Value ($000) $564 Shares 25,500 Est. Cost $21.82 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $548 Shares 551 Est. Cost $129.85 Unrealized +158.6%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $543 Shares 2,064 Est. Cost $186.46 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $519 Shares 5,036 Est. Cost $18.31 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $518 Shares 3,063 Est. Cost $69.35 Unrealized +129.0%
ICF ISHARES TR COHEN&ST RLTY 0.0%
Value ($000) $517 Shares 7,900 Est. Cost $68.45 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $511 Shares 1,138 Est. Cost $228.76 Unrealized +82.8%
DGX QUEST DIAGNOSTIC INC 0.0%
Value ($000) $501 Shares 3,450 Est. Cost $50.84 Unrealized +164.5%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $495 Shares 9,093 Est. Cost $20.39 Unrealized +141.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $478 Shares 6,086 Est. Cost $56.48 Unrealized +27.2%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $466 Shares 750 Est. Cost $289.54 Unrealized +132.1%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $457 Shares 32,258 Est. Cost $6.91 Unrealized +49.3%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $455 Shares 3,045 Est. Cost $103.87 Unrealized +43.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $451 Shares 4,093 Est. Cost $48.64 Unrealized +117.3%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $448 Shares 21,022 Est. Cost $11.13 Unrealized +48.8%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $435 Shares 1,605 Est. Cost $237.42 Unrealized +5.7%
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $426 Shares 4,600 Est. Cost $50.41 Unrealized
TRMK TRUSTMARK CORP COM 0.0%
Value ($000) $412 Shares 12,781 Est. Cost $16.58 Unrealized +61.8%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.0%
Value ($000) $411 Shares 100 Est. Cost $318631.34 Unrealized +32.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $407 Shares 2,430 Est. Cost $78.41 Unrealized +101.8%
VHT VANGUARD WORLD FDS HEALTH CAR 0.0%
Value ($000) $402 Shares 1,625 Est. Cost $139.64 Unrealized
ESI ELEMENT SOLUTIONS INC COM 0.0%
Value ($000) $395 Shares 18,200 Est. Cost $12.89 Unrealized +66.4%
IBB ISHARES TR NASDAQ BIOTECH 0.0%
Value ($000) $388 Shares 2,400 Est. Cost $154.72 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $358 Shares 1,375 Est. Cost $263.52 Unrealized +7.4%
IGSB ISHARES TR SH TR CRPORT ETF 0.0%
Value ($000) $356 Shares 6,520 Est. Cost $68.94 Unrealized
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $346 Shares 9,719 Est. Cost $23.55 Unrealized +23.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $344 Shares 990 Est. Cost $201.50 Unrealized +76.0%
VCR VANGUARD WORLD FDS CONSUM DIS 0.0%
Value ($000) $342 Shares 1,105 Est. Cost $200.00 Unrealized
THE AARONS COMPANY INC COM 0.0%
Value ($000) $339 Shares 12,300 Est. Cost $27.56 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $318 Shares 1,815 Est. Cost $114.71 Unrealized +58.4%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $315 Shares 1,625 Est. Cost $128.67 Unrealized +50.6%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $311 Shares 2,710 Est. Cost $111.36 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $306 Shares 782 Est. Cost $310.08 Unrealized +24.1%
TGT TARGET CORP COM 0.0%
Value ($000) $306 Shares 1,338 Est. Cost $192.39 Unrealized +14.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $302 Shares 5,408 Est. Cost $41.66 Unrealized +23.4%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $296 Shares 1,155 Est. Cost $247.58 Unrealized -0.2%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $288 Shares 5,600 Est. Cost $30.89 Unrealized +52.1%
VDC VANGUARD WORLD FDS CONSUM STP 0.0%
Value ($000) $283 Shares 1,576 Est. Cost $130.18 Unrealized
VIS VANGUARD WORLD FDS INDUSTRIAL 0.0%
Value ($000) $277 Shares 1,475 Est. Cost $145.08 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $275 Shares 2,162 Est. Cost $57.46 Unrealized +106.5%
XYZ SQUARE INC CL A 0.0%
Value ($000) $264 Shares 1,100 Est. Cost $231.94 Unrealized +10.7%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $259 Shares 3,573 Est. Cost $37.11 Unrealized +72.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $258 Shares 1,344 Est. Cost $127.64 Unrealized +50.5%
XOP SPDR SER TR S&P OILGAS EXP 0.0%
Value ($000) $242 Shares 2,500 Est. Cost $81.20 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $239 Shares 3,835 Est. Cost $54.87 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $236 Shares 833 Est. Cost $277.50 Unrealized +18.1%
ALEX ALEXANDER & BALDWIN INC NEW CO 0.0%
Value ($000) $234 Shares 10,000 Est. Cost $11.20 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $228 Shares 863 Est. Cost $214.57 Unrealized +18.9%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $225 Shares 951 Est. Cost $220.82 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $224 Shares 1,400 Est. Cost $131.88 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $220 Shares 1,757 Est. Cost $102.35 Unrealized +11.6%
VV VANGUARD INDEX FDS LARGE CAP E 0.0%
Value ($000) $219 Shares 1,088 Est. Cost $185.66 Unrealized
PHG KONINKLIJKE PHILIPSF SPONSORED 0.0%
Value ($000) $217 Shares 4,877 Est. Cost $47.00 Unrealized
TWITTER INC 0.0%
Value ($000) $210 Shares 3,482 Est. Cost $63.76 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTS 0.0%
Value ($000) $204 Shares 425 Est. Cost $277.29 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $203 Shares 11,470 Est. Cost $5.43 Unrealized +147.6%
ADSK AUTODESK INC COM 0.0%
Value ($000) $201 Shares 706 Est. Cost $285.27 Unrealized +7.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $183 Shares 10,957 Est. Cost $15.34 Unrealized -13.5%
REGIS CORP MINN COM 0.0%
Value ($000) $35 Shares 10,000 Est. Cost $9.40 Unrealized