WATERS PARKERSON & CO., LLC Diversified Active

CIK: 0001222993 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $1,662 (100.0% shares, 0.0% debt)

Holdings (170)

TMO THERMO FISHER SCIENTIFIC INC C 5.6%
Value ($000) $93 Shares 169,634 Est. Cost $82.17 Unrealized +538.9%
V VISA INC COM CL A 4.2%
Value ($000) $70 Shares 338,733 Est. Cost $58.01 Unrealized +239.5%
HD HOME DEPOT INC COM 3.9%
Value ($000) $65 Shares 205,389 Est. Cost $62.80 Unrealized +347.7%
ACN ACCENTURE PLC IRELAND SHS CLAS 3.5%
Value ($000) $59 Shares 219,308 Est. Cost $73.10 Unrealized +261.3%
MSFT MICROSOFT CORP COM 3.4%
Value ($000) $56 Shares 233,306 Est. Cost $51.39 Unrealized +355.5%
CVX CHEVRON CORP NEW COM 3.3%
Value ($000) $54 Shares 302,098 Est. Cost $71.68 Unrealized +113.8%
JPM JPMORGAN CHASE & CO 3.1%
Value ($000) $52 Shares 389,896 Est. Cost $45.01 Unrealized +161.4%
ABT ABBOTT LABS COM 3.1%
Value ($000) $52 Shares 474,340 Est. Cost $31.85 Unrealized +206.5%
ROK ROCKWELL AUTOMATION 2.6%
Value ($000) $44 Shares 170,953 Est. Cost $98.24 Unrealized +142.1%
NKE NIKE INC CL B 2.6%
Value ($000) $44 Shares 375,187 Est. Cost $53.79 Unrealized +77.2%
PG PROCTER AND GAMBLE CO COM 2.4%
Value ($000) $39 Shares 258,403 Est. Cost $56.49 Unrealized +129.7%
PEP PEPSICO INC COM 2.3%
Value ($000) $38 Shares 212,270 Est. Cost $65.05 Unrealized +147.3%
CVS CVS HEALTH CORP COM 2.3%
Value ($000) $38 Shares 409,605 Est. Cost $50.73 Unrealized +69.4%
BAC BK OF AMERICA CORP COM 2.3%
Value ($000) $38 Shares 1,150,930 Est. Cost $13.78 Unrealized +130.2%
MRK MERCK & CO INC COM 2.3%
Value ($000) $38 Shares 338,567 Est. Cost $37.58 Unrealized +146.9%
PM PHILIP MORRIS INTL 2.1%
Value ($000) $35 Shares 341,481 Est. Cost $54.17 Unrealized +50.1%
DISCOVER FINL SVCS COM 2.1%
Value ($000) $34 Shares 350,812 Est. Cost $73.89 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 2.0%
Value ($000) $33 Shares 315,848 Est. Cost $72.44 Unrealized +34.9%
AON AON PLC SHS CL A 1.9%
Value ($000) $31 Shares 104,632 Est. Cost $203.94 Unrealized +40.1%
DG DOLLAR GEN CORP NEW COM 1.8%
Value ($000) $30 Shares 123,239 Est. Cost $186.91 Unrealized +24.7%
HON HONEYWELL INTL INC 1.8%
Value ($000) $29 Shares 135,875 Est. Cost $129.65 Unrealized +37.9%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $29 Shares 260,410 Est. Cost $54.64 Unrealized +76.2%
FBIN FORTUNE BRANDS INNOVATIONS INC 1.6%
Value ($000) $27 Shares 475,171 Est. Cost $35.96 Unrealized +38.6%
UPS UNITED PARCEL SRVC CLASSB 1.5%
Value ($000) $25 Shares 143,822 Est. Cost $71.49 Unrealized +107.1%
GIS GENERAL MLS INC COM 1.5%
Value ($000) $25 Shares 294,373 Est. Cost $33.94 Unrealized +114.8%
NSC NORFOLK SOUTHN CORP COM 1.5%
Value ($000) $24 Shares 98,217 Est. Cost $65.95 Unrealized +234.2%
MCHP MICROCHIP TECHNOLOGY 1.4%
Value ($000) $24 Shares 339,172 Est. Cost $56.42 Unrealized +13.2%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $24 Shares 134,661 Est. Cost $63.58 Unrealized +147.0%
AFL AFLAC INC COM 1.4%
Value ($000) $23 Shares 319,388 Est. Cost $28.49 Unrealized +119.4%
AAPL APPLE INC COM 1.4%
Value ($000) $23 Shares 174,598 Est. Cost $85.50 Unrealized +64.6%
META META PLATFORMS INC CL A 1.4%
Value ($000) $23 Shares 187,029 Est. Cost $76.57 Unrealized +52.3%
DIS DISNEY WALT CO COM DISNEY 1.3%
Value ($000) $22 Shares 248,724 Est. Cost $118.92 Unrealized -21.4%
J JACOBS SOLUTIONS 1.3%
Value ($000) $21 Shares 174,675 Est. Cost $100.68 Unrealized -5.0%
PIONEER NAT RES CO COM 1.2%
Value ($000) $20 Shares 87,460 Est. Cost $149.50 Unrealized
DOW DOW INC COM 1.2%
Value ($000) $20 Shares 391,164 Est. Cost $36.63 Unrealized +10.6%
O REALTY INCOME CORP COM 1.2%
Value ($000) $20 Shares 310,203 Est. Cost $43.34 Unrealized +20.5%
ZTS ZOETIS INC CL A 1.0%
Value ($000) $17 Shares 118,559 Est. Cost $154.80 Unrealized -7.5%
IWM ISHARES TR RUSSELL 2000 1.0%
Value ($000) $17 Shares 96,297 Est. Cost $118.59 Unrealized
ORCL ORACLE CORP COM 0.9%
Value ($000) $16 Shares 190,003 Est. Cost $28.80 Unrealized +154.1%
PFE PFIZER INC COM 0.9%
Value ($000) $15 Shares 294,538 Est. Cost $19.51 Unrealized +106.0%
VZ VERIZON COMMUNICATN 0.9%
Value ($000) $15 Shares 373,899 Est. Cost $29.41 Unrealized +4.6%
TSEM TOWER SEMICONDUCTORF 0.9%
Value ($000) $15 Shares 337,614 Est. Cost $22.12 Unrealized +96.5%
COHERENT INC COM 0.9%
Value ($000) $15 Shares 415,475 Est. Cost $0.04 Unrealized
DD DUPONT DE NEMOURS INC COM 0.8%
Value ($000) $14 Shares 205,609 Est. Cost $21.15 Unrealized +18.2%
GM GENERAL MTRS CO COM 0.8%
Value ($000) $14 Shares 408,158 Est. Cost $53.86 Unrealized -33.6%
BDC BELDEN INC COM 0.8%
Value ($000) $14 Shares 188,760 Est. Cost $63.38 Unrealized +13.8%
KO COCA COLA CO COM 0.8%
Value ($000) $13 Shares 209,739 Est. Cost $29.67 Unrealized +85.1%
LOW LOWES COS INC COM 0.8%
Value ($000) $13 Shares 64,202 Est. Cost $33.41 Unrealized +463.2%
EFA ISHARES TR MSCI EAFE INDEX 0.6%
Value ($000) $10 Shares 148,917 Est. Cost $65.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.6%
Value ($000) $10 Shares 68,411 Est. Cost $107.36 Unrealized +14.6%
DCI DONALDSON INC COM 0.6%
Value ($000) $9 Shares 159,915 Est. Cost $38.84 Unrealized +40.0%
DVN DEVON ENERGY CORP 0.6%
Value ($000) $9 Shares 151,115 Est. Cost $29.06 Unrealized +104.2%
LNC LINCOLN NATL CORP IND COM 0.5%
Value ($000) $9 Shares 282,993 Est. Cost $36.92 Unrealized -11.6%
WMT WALMART INC COM 0.4%
Value ($000) $7 Shares 52,287 Est. Cost $22.22 Unrealized +105.4%
VWO VANGUARD INTL EQUITY INDEX FD 0.3%
Value ($000) $5 Shares 126,847 Est. Cost $40.67 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $4 Shares 10,073 Est. Cost $58.67 Unrealized +489.4%
IVV ISHARES TR CORE S&P500 ETF 0.2%
Value ($000) $4 Shares 9,496 Est. Cost $213.25 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.2%
Value ($000) $4 Shares 469,381 Est. Cost $8.19 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $3 Shares 31,611 Est. Cost $55.01 Unrealized +59.3%
SPG SIMON PPTY GROUP INC NEW COM 0.2%
Value ($000) $3 Shares 26,730 Est. Cost $92.46 Unrealized +1.1%
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $3 Shares 58,249 Est. Cost $54.06 Unrealized -14.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $3 Shares 8,480 Est. Cost $163.38 Unrealized +81.8%
EEM ISHARES TR MSCI EMERG MKT 0.2%
Value ($000) $3 Shares 68,869 Est. Cost $39.37 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF 0.2%
Value ($000) $3 Shares 7,316 Est. Cost $347.47 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD F 0.1%
Value ($000) $2 Shares 58,399 Est. Cost $42.05 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.1%
Value ($000) $2 Shares 6,176 Est. Cost $227.91 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE 0.1%
Value ($000) $2 Shares 26,950 Est. Cost $80.43 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $2 Shares 47,226 Est. Cost $19.49 Unrealized +79.8%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $2 Shares 15,109 Est. Cost $71.37 Unrealized +58.0%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $2 Shares 35,009 Est. Cost $54.94 Unrealized
T AT&T INC COM 0.1%
Value ($000) $2 Shares 106,636 Est. Cost $11.89 Unrealized +27.0%
BA BOEING CO COM 0.1%
Value ($000) $2 Shares 9,966 Est. Cost $88.17 Unrealized +85.5%
SO SOUTHERN CO COM 0.1%
Value ($000) $2 Shares 25,201 Est. Cost $31.37 Unrealized +90.0%
MMM 3M CO COM 0.1%
Value ($000) $2 Shares 14,864 Est. Cost $111.62 Unrealized -18.8%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $2 Shares 26,705 Est. Cost $39.43 Unrealized +47.1%
PPG PPG INDS INC COM 0.1%
Value ($000) $2 Shares 12,804 Est. Cost $79.47 Unrealized +44.1%
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $2 Shares 14,274 Est. Cost $78.13 Unrealized +29.7%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $2 Shares 17,678 Est. Cost $107.70 Unrealized -12.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1 Shares 20,366 Est. Cost $33.81 Unrealized +92.9%
CSX CSX CORP COM 0.1%
Value ($000) $1 Shares 44,065 Est. Cost $28.78 Unrealized -0.2%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $1 Shares 19,064 Est. Cost $75.42 Unrealized
HWC HANCOCK WHITNEY CORPORATION CO 0.1%
Value ($000) $1 Shares 26,229 Est. Cost $30.29 Unrealized +70.8%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $1 Shares 8,588 Est. Cost $17.17 Unrealized -14.7%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $1 Shares 4,552 Est. Cost $167.79 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.1%
Value ($000) $1 Shares 49,211 Est. Cost $8.17 Unrealized +163.6%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $1 Shares 13,660 Est. Cost $106.80 Unrealized -11.7%
ABBV ABBVIE INC COM 0.1%
Value ($000) $1 Shares 7,356 Est. Cost $69.00 Unrealized +98.9%
PRAXAIR INC COM 0.1%
Value ($000) $1 Shares 110,384 Est. Cost $0.01 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $1 Shares 18,776 Est. Cost $46.86 Unrealized +14.5%
VB VANGUARD INDEX FDS SMALL CP ET 0.1%
Value ($000) $1 Shares 5,982 Est. Cost $162.07 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $1 Shares 14,396 Est. Cost $106.54 Unrealized -26.2%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $1 Shares 10,997 Est. Cost $122.73 Unrealized -19.5%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1 Shares 4,327 Est. Cost $118.71 Unrealized +60.2%
AMGN AMGEN INC COM 0.1%
Value ($000) $1 Shares 3,404 Est. Cost $105.44 Unrealized +130.2%
POOL POOL CORP COM 0.1%
Value ($000) $1 Shares 2,885 Est. Cost $111.95 Unrealized +171.1%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $1 Shares 7,862 Est. Cost $28.83 Unrealized +223.5%
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $1 Shares 31,320 Est. Cost $23.65 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $1 Shares 27,845 Est. Cost $19.02 Unrealized +40.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $1 Shares 3,038 Est. Cost $69.35 Unrealized +205.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $1 Shares 6,756 Est. Cost $49.90 Unrealized +70.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $1 Shares 8,978 Est. Cost $33.18 Unrealized +122.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $1 Shares 4,016 Est. Cost $54.97 Unrealized +176.3%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $1 Shares 3,150 Est. Cost $113.57 Unrealized
GSK GSK PLC NEW 0.0%
Value ($000) $1 Shares 18,708 Est. Cost $43.52 Unrealized
DNP SELECT INCOME CF 0.0%
Value ($000) $1 Shares 57,754 Est. Cost $7.54 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $1 Shares 6,728 Est. Cost $78.37 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $1 Shares 6,473 Est. Cost $38.75 Unrealized +108.8%
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $1 Shares 1,755 Est. Cost $178.31 Unrealized +80.3%
TSLA TESLA INC COM 0.0%
Value ($000) $1 Shares 4,873 Est. Cost $221.53 Unrealized -14.5%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $1 Shares 15,242 Est. Cost $73.64 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1 Shares 1,700 Est. Cost $114.76 Unrealized +179.8%
DGX QUEST DIAGNOSTIC INC 0.0%
Value ($000) $1 Shares 3,615 Est. Cost $54.93 Unrealized +146.3%
VGT VANGUARD WORLD FDS INF TECH ET 0.0%
Value ($000) $1 Shares 1,741 Est. Cost $113.44 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $1 Shares 11,150 Est. Cost $15.18 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $1 Shares 2,222 Est. Cost $191.11 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 12,617 Est. Cost $18.24 Unrealized +113.2%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $1 Shares 10,502 Est. Cost $88.39 Unrealized -44.8%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $1 Shares 1,133 Est. Cost $235.64 Unrealized +98.9%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $1 Shares 3,264 Est. Cost $107.46 Unrealized +36.7%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,786 Est. Cost $56.77 Unrealized +30.0%
ICF ISHARES TR COHEN&ST RLTY 0.0%
Value ($000) $0 Shares 8,694 Est. Cost $68.53 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $427033.40 Unrealized +5.1%
TRMK TRUSTMARK CORP COM 0.0%
Value ($000) $0 Shares 12,781 Est. Cost $16.58 Unrealized +91.1%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $0 Shares 1,653 Est. Cost $274.83 Unrealized -11.3%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $0 Shares 1,580 Est. Cost $137.49 Unrealized +78.4%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $0 Shares 782 Est. Cost $316.69 Unrealized +58.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $0 Shares 4,824 Est. Cost $47.56 Unrealized +1.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $0 Shares 3,918 Est. Cost $50.34 Unrealized +73.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $0 Shares 1,613 Est. Cost $146.06 Unrealized +41.4%
VHT VANGUARD WORLD FDS HEALTH CAR 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $139.64 Unrealized
THE AARONS COMPANY INC COM 0.0%
Value ($000) $0 Shares 31,290 Est. Cost $15.53 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $0 Shares 4,634 Est. Cost $47.48 Unrealized +47.8%
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $0 Shares 4,300 Est. Cost $50.41 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $0 Shares 826 Est. Cost $366.59 Unrealized +6.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $0 Shares 850 Est. Cost $301.14 Unrealized +28.9%
XOP SPDR SER TR S&P OILGAS EXP 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $81.20 Unrealized
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $0 Shares 10,839 Est. Cost $24.05 Unrealized +14.6%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $0 Shares 3,505 Est. Cost $49.82 Unrealized +63.9%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $0 Shares 6,941 Est. Cost $20.39 Unrealized +103.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $0 Shares 2,791 Est. Cost $62.64 Unrealized +74.7%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $0 Shares 942 Est. Cost $213.78 Unrealized +51.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 2,213 Est. Cost $78.41 Unrealized +81.6%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $0 Shares 1,162 Est. Cost $175.22 Unrealized +63.1%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $0 Shares 27,558 Est. Cost $6.91 Unrealized +45.7%
IBB ISHARES TR NASDAQ BIOTECH 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $154.72 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $0 Shares 997 Est. Cost $247.58 Unrealized +4.8%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $0 Shares 1,784 Est. Cost $113.33 Unrealized +39.5%
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $0 Shares 5,745 Est. Cost $68.94 Unrealized
VDC VANGUARD WORLD FDS CONSUM STP 0.0%
Value ($000) $0 Shares 1,476 Est. Cost $130.18 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 1,013 Est. Cost $204.43 Unrealized +38.2%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $0 Shares 12,696 Est. Cost $11.13 Unrealized +68.9%
VIS VANGUARD WORLD FDS INDUSTRIAL 0.0%
Value ($000) $0 Shares 1,475 Est. Cost $145.08 Unrealized
VCR VANGUARD WORLD FDS CONSUM DIS 0.0%
Value ($000) $0 Shares 1,205 Est. Cost $202.27 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $0 Shares 3,248 Est. Cost $45.48 Unrealized +53.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 3,430 Est. Cost $197.44 Unrealized -59.6%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $0 Shares 2,510 Est. Cost $111.36 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 3,835 Est. Cost $54.87 Unrealized -4.3%
FLEX FLEX LTD ORD 0.0%
Value ($000) $0 Shares 11,240 Est. Cost $5.43 Unrealized +176.4%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $0 Shares 2,544 Est. Cost $35.91 Unrealized +130.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $0 Shares 6,168 Est. Cost $33.48 Unrealized 0.0%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $0 Shares 1,101 Est. Cost $223.16 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $0 Shares 914 Est. Cost $219.76 Unrealized 0.0%
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $0 Shares 892 Est. Cost $228.84 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORE 0.0%
Value ($000) $0 Shares 5,397 Est. Cost $0.04 Unrealized
VLU SPDR SER TR SPDR S&P1500VL 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.14 Unrealized
VV VANGUARD INDEX FDS LARGE CAP E 0.0%
Value ($000) $0 Shares 1,188 Est. Cost $0.17 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 1,353 Est. Cost $142.93 Unrealized -1.4%
CRM SALESFORCE INC COM 0.0%
Value ($000) $0 Shares 1,522 Est. Cost $201.79 Unrealized -28.6%
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $0 Shares 1,432 Est. Cost $0.14 Unrealized
ALEX ALEXANDER & BALDWIN INC NEW CO 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $11.20 Unrealized