WATERS PARKERSON & CO., LLC Diversified Active

CIK: 0001222993 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $1,792,955 (100.0% shares, 0.0% debt)

Holdings (177)

TMO THERMO FISHER SCNTFC 5.7%
Value ($000) $102,047 Shares 172,770 Est. Cost $82.17 Unrealized +591.5%
V VISA INC COM CL A 4.2%
Value ($000) $75,484 Shares 340,371 Est. Cost $58.01 Unrealized +262.1%
ACN ACCENTURE PLC IRELAND SHS CLAS 4.1%
Value ($000) $74,083 Shares 219,680 Est. Cost $73.10 Unrealized +335.8%
MSFT MICROSOFT CORP COM 4.0%
Value ($000) $70,914 Shares 230,008 Est. Cost $47.71 Unrealized +510.8%
HD HOME DEPOT INC COM 3.4%
Value ($000) $61,466 Shares 205,347 Est. Cost $62.80 Unrealized +400.0%
ABT ABBOTT LABS COM 3.1%
Value ($000) $56,046 Shares 473,522 Est. Cost $31.85 Unrealized +262.2%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $51,762 Shares 379,713 Est. Cost $43.49 Unrealized +207.3%
CVX CHEVRON CORP NEW COM 2.8%
Value ($000) $50,083 Shares 307,580 Est. Cost $71.68 Unrealized +71.3%
NKE NIKE INC CL B 2.7%
Value ($000) $49,174 Shares 365,446 Est. Cost $52.57 Unrealized +150.9%
ROK ROCKWELL AUTOMATION 2.6%
Value ($000) $46,414 Shares 165,748 Est. Cost $94.94 Unrealized +182.6%
BAC BK OF AMERICA CORP COM 2.6%
Value ($000) $46,071 Shares 1,117,674 Est. Cost $13.39 Unrealized +204.8%
CVS CVS HEALTH CORP COM 2.3%
Value ($000) $41,241 Shares 407,476 Est. Cost $50.30 Unrealized +82.9%
META META PLATFORMS INC 2.2%
Value ($000) $39,790 Shares 178,942 Est. Cost $68.44 Unrealized +262.6%
PG PROCTER AND GAMBLE CO COM 2.2%
Value ($000) $39,460 Shares 258,244 Est. Cost $56.49 Unrealized +151.6%
DISCOVER FINL SVCS COM 2.1%
Value ($000) $38,297 Shares 347,550 Est. Cost $73.65 Unrealized
PEP PEPSICO INC COM 2.0%
Value ($000) $35,908 Shares 214,530 Est. Cost $65.05 Unrealized +128.2%
FBIN FORTUNE BRANDS HM&S 1.9%
Value ($000) $34,008 Shares 457,836 Est. Cost $35.14 Unrealized +105.0%
AON AON PLC SHS CL A 1.8%
Value ($000) $32,560 Shares 99,992 Est. Cost $200.67 Unrealized +40.9%
PM PHILIP MORRIS INTL 1.8%
Value ($000) $31,628 Shares 336,678 Est. Cost $53.84 Unrealized +53.8%
DIS DISNEY WALT CO COM DISNEY 1.8%
Value ($000) $31,469 Shares 229,432 Est. Cost $120.30 Unrealized +17.4%
UPS UNITED PARCEL SRVC CLASSB 1.7%
Value ($000) $30,576 Shares 142,570 Est. Cost $70.24 Unrealized +152.2%
AAPL APPLE INC COM 1.7%
Value ($000) $30,215 Shares 173,042 Est. Cost $84.41 Unrealized +95.3%
MRK MERCK & CO. INC COM 1.6%
Value ($000) $28,144 Shares 343,009 Est. Cost $37.09 Unrealized +88.3%
BAH BOOZ ALLEN HAMILTON HLDG CORP 1.6%
Value ($000) $27,983 Shares 318,563 Est. Cost $72.44 Unrealized +5.3%
NSC NORFOLK SOUTHN CORP COM 1.5%
Value ($000) $27,763 Shares 97,338 Est. Cost $65.95 Unrealized +283.5%
DG DOLLAR GENERAL CORP 1.5%
Value ($000) $27,322 Shares 122,724 Est. Cost $186.91 Unrealized +6.4%
DOW DOW INC COM 1.4%
Value ($000) $25,541 Shares 400,834 Est. Cost $36.63 Unrealized +31.7%
MCHP MICROCHIP TECHNOLOGY 1.4%
Value ($000) $25,264 Shares 336,224 Est. Cost $56.42 Unrealized +22.2%
II-VI INC COM 1.4%
Value ($000) $25,196 Shares 347,583 Est. Cost $66.83 Unrealized
HON HONEYWELL INTL INC 1.4%
Value ($000) $24,891 Shares 127,922 Est. Cost $127.45 Unrealized +33.7%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $24,420 Shares 137,789 Est. Cost $63.58 Unrealized +138.8%
JACOBS ENGR GROUP INC COM 1.3%
Value ($000) $23,839 Shares 172,988 Est. Cost $67.38 Unrealized
TSEM TOWER SEMICONDUCTORF 1.3%
Value ($000) $22,690 Shares 468,803 Est. Cost $22.12 Unrealized +90.7%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $22,017 Shares 266,576 Est. Cost $54.64 Unrealized +24.2%
AFL AFLAC INC COM 1.2%
Value ($000) $21,858 Shares 339,465 Est. Cost $28.49 Unrealized +101.1%
PIONEER NAT RES CO COM 1.2%
Value ($000) $21,184 Shares 84,727 Est. Cost $146.79 Unrealized
LNC LINCOLN NATL CORP IND COM 1.2%
Value ($000) $21,062 Shares 322,244 Est. Cost $36.58 Unrealized +49.7%
GIS GENERAL MLS INC COM 1.1%
Value ($000) $20,454 Shares 302,044 Est. Cost $33.94 Unrealized +73.2%
VZ VERIZON COMMUNICATN 1.1%
Value ($000) $20,451 Shares 401,471 Est. Cost $29.41 Unrealized +41.1%
O REALTY INCOME CORP COM 1.1%
Value ($000) $19,686 Shares 284,063 Est. Cost $42.17 Unrealized +31.2%
GM GENERAL MTRS CO COM 1.1%
Value ($000) $19,310 Shares 441,473 Est. Cost $54.51 Unrealized -11.6%
ORCL ORACLE CORP COM 1.0%
Value ($000) $17,383 Shares 210,119 Est. Cost $28.80 Unrealized +167.2%
IWM ISHARES TR RUSSELL 2000 1.0%
Value ($000) $17,160 Shares 83,598 Est. Cost $111.26 Unrealized
ZBH ZIMMER BIOMET HLDGS 0.9%
Value ($000) $16,765 Shares 131,078 Est. Cost $111.36 Unrealized +4.6%
PFE PFIZER INC COM 0.9%
Value ($000) $15,645 Shares 302,208 Est. Cost $19.51 Unrealized +117.7%
DD DUPONT DE NEMOURS INC COM 0.8%
Value ($000) $15,021 Shares 204,143 Est. Cost $21.09 Unrealized +42.6%
KO COCA COLA CO COM 0.7%
Value ($000) $13,433 Shares 216,653 Est. Cost $29.67 Unrealized +82.2%
LOW LOWES COS INC COM 0.7%
Value ($000) $13,144 Shares 65,009 Est. Cost $33.41 Unrealized +538.6%
EFA ISHARES TR MSCI EAFE INDEX 0.6%
Value ($000) $11,245 Shares 152,784 Est. Cost $65.32 Unrealized
DCI DONALDSON INC COM 0.5%
Value ($000) $8,963 Shares 172,591 Est. Cost $38.84 Unrealized +31.5%
IBM INTERNATIONAL BUSINESS MACHS C 0.5%
Value ($000) $8,804 Shares 67,715 Est. Cost $106.58 Unrealized +5.2%
DVN DEVON ENERGY CORP 0.5%
Value ($000) $8,702 Shares 147,160 Est. Cost $28.36 Unrealized +57.1%
WMT WALMART INC COM 0.4%
Value ($000) $7,842 Shares 52,660 Est. Cost $22.22 Unrealized +100.6%
IVV ISHARES TR CORE S&P500 ETF 0.2%
Value ($000) $4,427 Shares 9,757 Est. Cost $213.25 Unrealized
VWO VANGUARD INTL EQUITY INDEX FD 0.2%
Value ($000) $4,179 Shares 90,589 Est. Cost $41.62 Unrealized
EEM ISHARES TR MSCI EMERG MKT 0.2%
Value ($000) $3,190 Shares 70,649 Est. Cost $39.37 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $3,181 Shares 32,107 Est. Cost $54.60 Unrealized +58.9%
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $3,054 Shares 73,931 Est. Cost $54.06 Unrealized -33.6%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $3,025 Shares 10,565 Est. Cost $49.29 Unrealized +404.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $3,006 Shares 8,519 Est. Cost $156.75 Unrealized +106.4%
SPY SPDR S&P 500 ETF TR TR UNIT 0.2%
Value ($000) $2,805 Shares 6,211 Est. Cost $226.22 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $2,793 Shares 18,761 Est. Cost $111.62 Unrealized +2.7%
T AT&T INC COM 0.2%
Value ($000) $2,770 Shares 117,214 Est. Cost $11.89 Unrealized +25.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,544 Shares 48,693 Est. Cost $19.49 Unrealized +90.5%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $2,491 Shares 892 Est. Cost $48.14 Unrealized +180.3%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.1%
Value ($000) $2,474 Shares 5,958 Est. Cost $353.06 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $2,288 Shares 41,649 Est. Cost $54.94 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $2,285 Shares 13,749 Est. Cost $76.50 Unrealized +86.8%
VNQ VANGUARD INDEX FDS REAL ESTATE 0.1%
Value ($000) $2,216 Shares 20,445 Est. Cost $77.93 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $2,115 Shares 42,673 Est. Cost $19.02 Unrealized +142.8%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $2,085 Shares 7,643 Est. Cost $17.30 Unrealized +44.7%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $1,956 Shares 15,884 Est. Cost $71.37 Unrealized +59.8%
SO SOUTHERN CO COM 0.1%
Value ($000) $1,952 Shares 26,924 Est. Cost $31.37 Unrealized +87.1%
BA BOEING CO COM 0.1%
Value ($000) $1,922 Shares 10,034 Est. Cost $88.17 Unrealized +127.7%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $1,911 Shares 687 Est. Cost $44.84 Unrealized +200.6%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $1,780 Shares 4,909 Est. Cost $167.79 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $1,720 Shares 13,546 Est. Cost $107.20 Unrealized 0.0%
TSLA TESLA INC COM 0.1%
Value ($000) $1,698 Shares 1,576 Est. Cost $108.07 Unrealized +188.2%
PPG PPG INDS INC COM 0.1%
Value ($000) $1,693 Shares 12,917 Est. Cost $79.47 Unrealized +68.4%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,667 Shares 26,555 Est. Cost $38.60 Unrealized +51.9%
CSX CSX CORP COM 0.1%
Value ($000) $1,658 Shares 44,265 Est. Cost $28.78 Unrealized +16.3%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $1,488 Shares 19,064 Est. Cost $75.42 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,487 Shares 20,366 Est. Cost $33.81 Unrealized +68.1%
HWC HANCOCK WHITNEY CORPORATION CO 0.1%
Value ($000) $1,417 Shares 27,180 Est. Cost $30.29 Unrealized +78.1%
VEA VANGUARD TAX-MANAGED INTL FD F 0.1%
Value ($000) $1,388 Shares 28,890 Est. Cost $45.42 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $1,382 Shares 424 Est. Cost $110.18 Unrealized +40.2%
POOL POOL CORP COM 0.1%
Value ($000) $1,236 Shares 2,924 Est. Cost $111.95 Unrealized +296.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,205 Shares 4,412 Est. Cost $117.48 Unrealized +96.3%
GLAXOSMITHKLINE PLC SPONSORED 0.1%
Value ($000) $1,189 Shares 27,300 Est. Cost $46.32 Unrealized
FHN FIRST HORIZON NATL 0.1%
Value ($000) $1,129 Shares 48,065 Est. Cost $7.85 Unrealized +121.6%
ABBV ABBVIE INC COM 0.1%
Value ($000) $1,063 Shares 6,556 Est. Cost $60.77 Unrealized +108.0%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,053 Shares 7,987 Est. Cost $28.83 Unrealized +360.9%
VB VANGUARD INDEX FDS SMALL CP ET 0.1%
Value ($000) $899 Shares 4,230 Est. Cost $156.57 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $859 Shares 3,554 Est. Cost $105.44 Unrealized +92.8%
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $843 Shares 32,644 Est. Cost $23.65 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $813 Shares 7,278 Est. Cost $49.90 Unrealized +78.7%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $808 Shares 9,512 Est. Cost $39.81 Unrealized +68.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $805 Shares 17,550 Est. Cost $17.13 Unrealized +160.3%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $788 Shares 4,296 Est. Cost $54.97 Unrealized +186.1%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $788 Shares 3,150 Est. Cost $113.57 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $762 Shares 9,328 Est. Cost $29.30 Unrealized +147.9%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $732 Shares 7,340 Est. Cost $38.75 Unrealized +104.4%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $726 Shares 6,728 Est. Cost $78.37 Unrealized
VGT VANGUARD WORLD FDS INF TECH ET 0.0%
Value ($000) $725 Shares 1,741 Est. Cost $113.44 Unrealized
VNQI VANGUARD INTL EQUITY INDEX FD 0.0%
Value ($000) $720 Shares 13,851 Est. Cost $53.61 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $697 Shares 1,700 Est. Cost $114.76 Unrealized +243.5%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $690 Shares 15,411 Est. Cost $73.64 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $690 Shares 11,150 Est. Cost $15.18 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $680 Shares 2,749 Est. Cost $137.49 Unrealized +65.7%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $672 Shares 10,527 Est. Cost $88.39 Unrealized -24.8%
JPMORGAN CHASE & CO ALERIAN ML 0.0%
Value ($000) $672 Shares 32,125 Est. Cost $28.47 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $658 Shares 3,038 Est. Cost $69.35 Unrealized +165.9%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $652 Shares 1,133 Est. Cost $235.64 Unrealized +112.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $637 Shares 8,280 Est. Cost $47.48 Unrealized +58.2%
ICF ISHARES TR COHEN&ST RLTY 0.0%
Value ($000) $619 Shares 8,719 Est. Cost $68.70 Unrealized
DNP SELECT INCOME CF 0.0%
Value ($000) $612 Shares 51,813 Est. Cost $9.94 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value ($000) $610 Shares 16,748 Est. Cost $32.94 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $581 Shares 2,164 Est. Cost $190.06 Unrealized
BKLN INVESCO EXCH TRADED FD TR II S 0.0%
Value ($000) $555 Shares 25,500 Est. Cost $21.82 Unrealized
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $546 Shares 1,655 Est. Cost $171.95 Unrealized +86.0%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $540 Shares 31,908 Est. Cost $6.91 Unrealized +110.5%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.0%
Value ($000) $529 Shares 1 Est. Cost $318631.34 Unrealized +52.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $507 Shares 5,986 Est. Cost $56.77 Unrealized +26.9%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $499 Shares 1,653 Est. Cost $274.83 Unrealized +6.3%
DGX QUEST DIAGNOSTIC INC 0.0%
Value ($000) $495 Shares 3,615 Est. Cost $54.93 Unrealized +135.1%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $480 Shares 8,616 Est. Cost $20.39 Unrealized +146.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $462 Shares 3,045 Est. Cost $104.62 Unrealized +40.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $453 Shares 4,949 Est. Cost $18.31 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $435 Shares 19,522 Est. Cost $11.13 Unrealized +78.7%
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $430 Shares 4,600 Est. Cost $50.41 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $417 Shares 2,228 Est. Cost $78.41 Unrealized +119.1%
VHT VANGUARD WORLD FDS HEALTH CAR 0.0%
Value ($000) $413 Shares 1,625 Est. Cost $139.64 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $410 Shares 750 Est. Cost $289.54 Unrealized +81.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $403 Shares 791 Est. Cost $316.69 Unrealized +42.5%
ESI ELEMENT SOLUTIONS INC COM 0.0%
Value ($000) $399 Shares 18,200 Est. Cost $12.89 Unrealized +69.0%
TRMK TRUSTMARK CORP COM 0.0%
Value ($000) $388 Shares 12,781 Est. Cost $16.58 Unrealized +73.4%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $368 Shares 9,719 Est. Cost $23.64 Unrealized +44.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $359 Shares 3,946 Est. Cost $49.18 Unrealized +74.7%
VLU SPDR SER TR SPDR S&P1500VL 0.0%
Value ($000) $343 Shares 2,213 Est. Cost $155.90 Unrealized
VCR VANGUARD WORLD FDS CONSUM DIS 0.0%
Value ($000) $337 Shares 1,105 Est. Cost $200.00 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $337 Shares 942 Est. Cost $213.78 Unrealized +64.5%
XOP SPDR SER TR S&P OILGAS EXP 0.0%
Value ($000) $336 Shares 2,500 Est. Cost $81.20 Unrealized
IGSB ISHARES TR SH TR CRPORT ETF 0.0%
Value ($000) $322 Shares 6,220 Est. Cost $68.94 Unrealized
IBB ISHARES TR NASDAQ BIOTECH 0.0%
Value ($000) $313 Shares 2,400 Est. Cost $154.72 Unrealized
VDC VANGUARD WORLD FDS CONSUM STP 0.0%
Value ($000) $309 Shares 1,576 Est. Cost $130.18 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $295 Shares 711 Est. Cost $363.01 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $294 Shares 1,559 Est. Cost $129.57 Unrealized +46.9%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $289 Shares 1,155 Est. Cost $247.58 Unrealized -6.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $289 Shares 1,295 Est. Cost $129.52 Unrealized +50.9%
TGT TARGET CORP COM 0.0%
Value ($000) $287 Shares 1,353 Est. Cost $193.13 Unrealized -0.9%
VIS VANGUARD WORLD FDS INDUSTRIAL 0.0%
Value ($000) $287 Shares 1,475 Est. Cost $145.08 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $284 Shares 2,458 Est. Cost $242.55 Unrealized -45.3%
THE AARONS COMPANY INC COM 0.0%
Value ($000) $279 Shares 13,870 Est. Cost $27.24 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $279 Shares 2,791 Est. Cost $62.64 Unrealized +27.2%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $269 Shares 2,510 Est. Cost $111.36 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $268 Shares 1,662 Est. Cost $102.35 Unrealized +32.3%
EVRG EVERGY INC COM 0.0%
Value ($000) $262 Shares 3,835 Est. Cost $54.87 Unrealized -0.0%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $262 Shares 1,101 Est. Cost $223.16 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $260 Shares 973 Est. Cost $218.83 Unrealized +13.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $258 Shares 5,179 Est. Cost $35.78 Unrealized +16.9%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $256 Shares 5,600 Est. Cost $30.89 Unrealized +32.4%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $254 Shares 2,544 Est. Cost $35.91 Unrealized +130.2%
VV VANGUARD INDEX FDS LARGE CAP E 0.0%
Value ($000) $248 Shares 1,188 Est. Cost $187.61 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $246 Shares 3,248 Est. Cost $45.48 Unrealized +59.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $246 Shares 1,784 Est. Cost $114.71 Unrealized +19.6%
VDE VANGUARD WORLD FDS ENERGY ETF 0.0%
Value ($000) $238 Shares 2,226 Est. Cost $106.92 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $237 Shares 2,505 Est. Cost $37.11 Unrealized +103.7%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $232 Shares 1,162 Est. Cost $175.22 Unrealized +5.2%
ALEX ALEXANDER & BALDWIN INC NEW CO 0.0%
Value ($000) $232 Shares 10,000 Est. Cost $11.20 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $226 Shares 1,400 Est. Cost $131.88 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $215 Shares 892 Est. Cost $204.81 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $211 Shares 2,650 Est. Cost $60.03 Unrealized 0.0%
FLEX FLEX LTD ORD 0.0%
Value ($000) $209 Shares 11,270 Est. Cost $5.43 Unrealized +135.3%
MDY SPDR S&P MIDCAP 400 ETF TR UTS 0.0%
Value ($000) $208 Shares 425 Est. Cost $277.29 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $207 Shares 10,957 Est. Cost $15.34 Unrealized -7.5%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $203 Shares 956 Est. Cost $239.41 Unrealized -11.2%
CNP CENTERPOINT ENERGY 0.0%
Value ($000) $202 Shares 6,600 Est. Cost $25.42 Unrealized 0.0%