Bath Savings Trust Co Diversified Active

CIK: 0001384943 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 7, 2024

Total Value ($000): $1,006,484 (100.0% shares, 0.0% debt)

Holdings (172)

AAPL APPLE INC 6.7%
Value ($000) $66,970 Shares 287,427 Est. Cost $83.22 Unrealized +166.7%
MA MASTERCARD INCORPORATED 5.0%
Value ($000) $50,668 Shares 102,608 Est. Cost $76.40 Unrealized +504.3%
TJX TJX COS INC NEW 4.9%
Value ($000) $48,917 Shares 416,175 Est. Cost $35.72 Unrealized +215.6%
MSFT MICROSOFT CORPORATION 4.2%
Value ($000) $42,459 Shares 98,673 Est. Cost $119.51 Unrealized +254.0%
SYK STRYKER CORPORATION 4.0%
Value ($000) $40,674 Shares 112,589 Est. Cost $124.39 Unrealized +173.7%
GOOGL ALPHABET INC CAP STK CL A 3.2%
Value ($000) $32,238 Shares 194,380 Est. Cost $106.97 Unrealized +55.9%
INTU INTUIT INC 3.1%
Value ($000) $30,816 Shares 49,623 Est. Cost $138.11 Unrealized +358.3%
VCSH Vanguard Short-Term Corporate Bond Idx Fd 2.8%
Value ($000) $28,150 Shares 354,441 Est. Cost $82.87 Unrealized
ADP AUTOMATIC DATA PROCESSING 2.7%
Value ($000) $26,939 Shares 97,348 Est. Cost $96.88 Unrealized +161.7%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 2.4%
Value ($000) $24,534 Shares 114,094 Est. Cost $67.64 Unrealized +202.2%
NEE NEXTERA ENERGY INC 2.3%
Value ($000) $22,663 Shares 268,111 Est. Cost $56.17 Unrealized +33.3%
CHD CHURCH & DWIGHT COMPANY INC 2.2%
Value ($000) $22,318 Shares 213,117 Est. Cost $40.38 Unrealized +149.9%
FISV FISERV INC WISC PV ICT 2.1%
Value ($000) $21,478 Shares 119,553 Est. Cost $64.55 Unrealized +155.5%
DHR DANAHER CORP 2.1%
Value ($000) $21,111 Shares 75,934 Est. Cost $80.00 Unrealized +228.0%
WSO WATSCO INC 2.0%
Value ($000) $19,774 Shares 40,200 Est. Cost $196.90 Unrealized +144.1%
COST COSTCO WHOLESALE CORP COM 1.9%
Value ($000) $19,345 Shares 21,821 Est. Cost $392.92 Unrealized +119.4%
XOM EXXON MOBIL CORPORATION 1.9%
Value ($000) $19,182 Shares 163,638 Est. Cost $54.89 Unrealized +100.4%
LLY LILLY, ELI AND CO 1.9%
Value ($000) $19,146 Shares 21,611 Est. Cost $132.69 Unrealized +571.0%
ABT ABBOTT LABORATORIES 1.8%
Value ($000) $18,270 Shares 160,251 Est. Cost $80.64 Unrealized +32.8%
ECL ECOLAB INC 1.8%
Value ($000) $17,905 Shares 70,123 Est. Cost $101.68 Unrealized +137.1%
AMZN AMAZON.COM INC 1.7%
Value ($000) $17,047 Shares 91,489 Est. Cost $122.51 Unrealized +48.9%
NKE NIKE INC CL B 1.6%
Value ($000) $15,655 Shares 177,094 Est. Cost $52.60 Unrealized +44.5%
AMT American Tower Corp 1.5%
Value ($000) $14,986 Shares 64,441 Est. Cost $110.71 Unrealized +90.4%
FDS FACTSET RESEARCH SYSTEMS INC 1.5%
Value ($000) $14,603 Shares 31,757 Est. Cost $115.99 Unrealized +260.5%
MKC MCCORMICK & CO INC NON-VOTING 1.3%
Value ($000) $13,081 Shares 158,942 Est. Cost $61.04 Unrealized +23.0%
SHW SHERWIN WILLIAMS COMPANY 1.3%
Value ($000) $12,815 Shares 33,575 Est. Cost $231.31 Unrealized +49.1%
HD HOME DEPOT INC 1.3%
Value ($000) $12,672 Shares 31,273 Est. Cost $145.28 Unrealized +142.7%
PEP PEPSICO INC 1.2%
Value ($000) $12,498 Shares 73,497 Est. Cost $103.58 Unrealized +57.3%
HEI HEICO CORP 1.1%
Value ($000) $11,141 Shares 42,608 Est. Cost $84.97 Unrealized +184.7%
IDXX IDEXX LABORATORIES INC 1.1%
Value ($000) $11,021 Shares 21,814 Est. Cost $85.53 Unrealized +468.0%
NVDA NVIDIA 1.0%
Value ($000) $10,507 Shares 86,517 Est. Cost $93.87 Unrealized +25.8%
VUG VANGUARD GROWTH ETF 1.0%
Value ($000) $10,122 Shares 26,363 Est. Cost $260.79 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $9,817 Shares 32,239 Est. Cost $83.27 Unrealized +220.3%
BF/B BROWN FORMAN INC B 0.9%
Value ($000) $9,378 Shares 190,606 Est. Cost $40.27 Unrealized +7.5%
EQIX Equinix Inc 0.8%
Value ($000) $8,164 Shares 9,197 Est. Cost $693.52 Unrealized +14.6%
PG PROCTER & GAMBLE COMPANY 0.8%
Value ($000) $7,549 Shares 43,585 Est. Cost $80.42 Unrealized +104.2%
ACN ACCENTURE PLC IRELAND SHS CL A 0.7%
Value ($000) $7,097 Shares 20,078 Est. Cost $69.06 Unrealized +367.3%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $6,692 Shares 13,622 Est. Cost $276.10 Unrealized +68.6%
BCPC BALCHEM CORPORATION 0.6%
Value ($000) $6,351 Shares 36,087 Est. Cost $50.73 Unrealized +231.9%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $6,241 Shares 38,514 Est. Cost $91.81 Unrealized +66.3%
KO COCA COLA COMPANY 0.6%
Value ($000) $6,102 Shares 84,912 Est. Cost $29.52 Unrealized +122.4%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $5,882 Shares 10,062 Est. Cost $390.16 Unrealized +32.3%
CL COLGATE PALMOLIVE COMPANY 0.6%
Value ($000) $5,863 Shares 56,482 Est. Cost $51.42 Unrealized +92.4%
VTV VANGUARD VALUE ETF 0.6%
Value ($000) $5,587 Shares 32,006 Est. Cost $131.13 Unrealized
V VISA INC CL A 0.5%
Value ($000) $5,234 Shares 19,035 Est. Cost $154.18 Unrealized +73.6%
WEX WEX INC 0.5%
Value ($000) $5,152 Shares 24,565 Est. Cost $166.88 Unrealized +11.7%
CTAS CINTAS CORPORATION 0.5%
Value ($000) $4,927 Shares 23,930 Est. Cost $166.51 Unrealized +14.6%
SYY SYSCO CORPORATION 0.5%
Value ($000) $4,908 Shares 62,873 Est. Cost $43.47 Unrealized +65.9%
JKHY JACK HENRY AND ASSOCIATES INC 0.5%
Value ($000) $4,766 Shares 26,995 Est. Cost $65.40 Unrealized +153.9%
ORLY O'REILLY AUTOMOTIVE 0.5%
Value ($000) $4,532 Shares 3,935 Est. Cost $44.65 Unrealized +64.5%
ZTS ZOETIS INC 0.4%
Value ($000) $4,432 Shares 22,682 Est. Cost $132.20 Unrealized +37.2%
BSV VANGUARD SHORT TERM BOND ETF 0.4%
Value ($000) $4,332 Shares 55,051 Est. Cost $79.96 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF 0.4%
Value ($000) $4,163 Shares 7,890 Est. Cost $397.48 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $4,114 Shares 13,615 Est. Cost $146.01 Unrealized +96.2%
ABBV ABBVIE INC 0.4%
Value ($000) $4,073 Shares 20,624 Est. Cost $72.77 Unrealized +145.6%
CVX CHEVRON CORP 0.4%
Value ($000) $4,046 Shares 27,476 Est. Cost $84.32 Unrealized +66.0%
SBUX STARBUCKS CORP 0.4%
Value ($000) $3,676 Shares 37,707 Est. Cost $47.46 Unrealized +74.5%
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $3,622 Shares 15,738 Est. Cost $169.56 Unrealized +29.8%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $3,468 Shares 52,554 Est. Cost $67.05 Unrealized +8.4%
AJG ARTHUR J GALLAGHER & CO 0.3%
Value ($000) $3,462 Shares 12,304 Est. Cost $263.76 Unrealized +5.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.3%
Value ($000) $3,453 Shares 7,503 Est. Cost $247.99 Unrealized +78.3%
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,214 Shares 15,550 Est. Cost $124.65 Unrealized +51.1%
VXUS Vanguard Total International Stock Index Fund 0.3%
Value ($000) $3,123 Shares 48,238 Est. Cost $61.61 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $3,057 Shares 4,942 Est. Cost $565.04 Unrealized +4.3%
CASY CASEYS GEN STORES INC 0.3%
Value ($000) $3,055 Shares 8,131 Est. Cost $334.83 Unrealized +10.9%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $2,840 Shares 11,683 Est. Cost $168.43 Unrealized
JPM J P MORGAN CHASE & COMPANY 0.3%
Value ($000) $2,627 Shares 12,458 Est. Cost $94.68 Unrealized +116.5%
PAYX PAYCHEX INC 0.2%
Value ($000) $2,432 Shares 18,125 Est. Cost $41.80 Unrealized +191.7%
RTX RTX CORP 0.2%
Value ($000) $2,431 Shares 20,062 Est. Cost $57.47 Unrealized +93.3%
CI THE CIGNA GROUP 0.2%
Value ($000) $2,219 Shares 6,405 Est. Cost $212.19 Unrealized +57.9%
HSY HERSHEY COMPANY 0.2%
Value ($000) $2,206 Shares 11,504 Est. Cost $148.69 Unrealized +25.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $2,194 Shares 11,075 Est. Cost $154.96 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $2,182 Shares 13,050 Est. Cost $109.55 Unrealized +53.6%
UNP UNION PACIFIC CORPORATION 0.2%
Value ($000) $2,019 Shares 8,191 Est. Cost $76.32 Unrealized +207.4%
FTV FORTIVE CORPORATION 0.2%
Value ($000) $2,014 Shares 25,514 Est. Cost $48.76 Unrealized +12.1%
BND VANGUARD TOTAL BOND MKT INDEX ETF 0.2%
Value ($000) $1,905 Shares 25,365 Est. Cost $87.49 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,895 Shares 3,588 Est. Cost $283.43 Unrealized +68.6%
TRMB TRIMBLE INCORPORATED 0.2%
Value ($000) $1,778 Shares 28,635 Est. Cost $35.82 Unrealized +55.9%
VTI VANGUARD INDEX TRUST TOTAL STK MKT 0.2%
Value ($000) $1,777 Shares 6,277 Est. Cost $203.54 Unrealized
PFF ISHARES TRUST PREF & INC SECURITIES ETF 0.2%
Value ($000) $1,776 Shares 53,432 Est. Cost $36.57 Unrealized
CSX CSX CORP 0.2%
Value ($000) $1,734 Shares 50,214 Est. Cost $28.00 Unrealized +18.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $1,616 Shares 13,315 Est. Cost $58.40 Unrealized +88.0%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $1,592 Shares 4,092 Est. Cost $238.97 Unrealized +57.0%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1,498 Shares 33,355 Est. Cost $36.75 Unrealized +4.5%
GE General Electric Co 0.1%
Value ($000) $1,414 Shares 7,496 Est. Cost $64.99 Unrealized +158.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,310 Shares 3,349 Est. Cost $163.76 Unrealized +106.8%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $1,298 Shares 2,507 Est. Cost $399.44 Unrealized +37.3%
PFE PFIZER INC 0.1%
Value ($000) $1,256 Shares 43,388 Est. Cost $26.24 Unrealized +1.7%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $1,224 Shares 34,327 Est. Cost $43.52 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $1,220 Shares 8,103 Est. Cost $47.01 Unrealized +209.2%
ORCL ORACLE CORP 0.1%
Value ($000) $1,179 Shares 6,918 Est. Cost $44.36 Unrealized +222.5%
VEA ETF VANGUARD FTSE DEVELOPED MARKETS 0.1%
Value ($000) $1,171 Shares 22,169 Est. Cost $46.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $1,119 Shares 5,061 Est. Cost $113.22 Unrealized +66.9%
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $1,111 Shares 3,818 Est. Cost $19.59 Unrealized +168.1%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,096 Shares 20,599 Est. Cost $23.73 Unrealized +97.2%
NVO NOVO NORDISK A/S ADR 0.1%
Value ($000) $1,060 Shares 8,899 Est. Cost $78.52 Unrealized
APD AIR PRODUCTS & CHEMICALS 0.1%
Value ($000) $1,041 Shares 3,495 Est. Cost $241.73 Unrealized +8.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $1,009 Shares 13,698 Est. Cost $36.96 Unrealized +81.8%
DKS DICK'S SPORTING GOODS INC 0.1%
Value ($000) $983 Shares 4,711 Est. Cost $204.67 Unrealized +1.0%
VCIT Vanguard Intermediate Term Corporate Bond Etf 0.1%
Value ($000) $914 Shares 10,913 Est. Cost $96.06 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $892 Shares 1,554 Est. Cost $367.19 Unrealized
ITW ILLINOIS TOOL WORKS, INC. 0.1%
Value ($000) $842 Shares 3,211 Est. Cost $135.19 Unrealized +75.5%
DE JOHN DEERE & CO 0.1%
Value ($000) $832 Shares 1,993 Est. Cost $180.59 Unrealized +104.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $831 Shares 3,064 Est. Cost $122.25 Unrealized +100.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $821 Shares 16,086 Est. Cost $24.51 Unrealized +85.7%
T AT&T INC 0.1%
Value ($000) $793 Shares 36,048 Est. Cost $12.87 Unrealized +45.9%
ATO ATMOS ENERGY CORPORATION 0.1%
Value ($000) $767 Shares 5,530 Est. Cost $74.87 Unrealized +66.2%
VEEV VEEVA SYSTEMS 0.1%
Value ($000) $763 Shares 3,634 Est. Cost $155.30 Unrealized +27.3%
TIP ISHARES BARCLAYS TIPS BOND FUND 0.1%
Value ($000) $734 Shares 6,645 Est. Cost $124.79 Unrealized
VB VANGUARD SMALLCAP ETF 0.1%
Value ($000) $729 Shares 3,072 Est. Cost $200.92 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $724 Shares 1,256 Est. Cost $452.05 Unrealized
POOL Pool Corp 0.1%
Value ($000) $698 Shares 1,852 Est. Cost $387.61 Unrealized -12.6%
WMT WALMART INC 0.1%
Value ($000) $697 Shares 8,637 Est. Cost $48.11 Unrealized +50.7%
SO THE SOUTHERN COMPANY 0.1%
Value ($000) $679 Shares 7,534 Est. Cost $41.57 Unrealized +96.4%
IJH ISHARES CORE S&P MID CAP 0.1%
Value ($000) $644 Shares 10,328 Est. Cost $87.74 Unrealized
APH AMPHENOL CORPORATION 0.1%
Value ($000) $629 Shares 9,646 Est. Cost $64.05 Unrealized 0.0%
MMM 3M COMPANY 0.1%
Value ($000) $614 Shares 4,490 Est. Cost $103.57 Unrealized +15.0%
EFA ISHARES MSCI EAFE INDEX 0.1%
Value ($000) $591 Shares 7,062 Est. Cost $72.36 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $574 Shares 5,056 Est. Cost $58.49 Unrealized +93.1%
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.1%
Value ($000) $561 Shares 5,258 Est. Cost $93.45 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $525 Shares 1,350 Est. Cost $162.75 Unrealized +110.8%
EL ESTEE LAUDER COS INC 0.1%
Value ($000) $504 Shares 5,056 Est. Cost $114.32 Unrealized -19.3%
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $496 Shares 9,595 Est. Cost $38.14 Unrealized +14.5%
GWW GRAINGER W W INC 0.0%
Value ($000) $459 Shares 442 Est. Cost $740.68 Unrealized +29.2%
FAST FASTENAL COMPANY 0.0%
Value ($000) $453 Shares 6,348 Est. Cost $17.69 Unrealized +86.1%
GEV GE VERNOVA INC 0.0%
Value ($000) $450 Shares 1,766 Est. Cost $158.10 Unrealized +21.2%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $440 Shares 1,465 Est. Cost $262.58 Unrealized +16.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $415 Shares 709 Est. Cost $422.04 Unrealized +29.9%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $393 Shares 4,595 Est. Cost $77.51 Unrealized +5.1%
BDX BECTON DICKINSON AND COMPANY 0.0%
Value ($000) $383 Shares 1,589 Est. Cost $204.04 Unrealized +11.6%
BAC BANK AMERICA CORP NEW 0.0%
Value ($000) $382 Shares 9,620 Est. Cost $34.86 Unrealized +11.2%
BPOP Popular Inc 0.0%
Value ($000) $379 Shares 3,780 Est. Cost $56.15 Unrealized +66.8%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $369 Shares 2,029 Est. Cost $170.64 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $366 Shares 4,550 Est. Cost $23.08 Unrealized +196.9%
MTD METTLER TOLEDO INTL INC 0.0%
Value ($000) $345 Shares 230 Est. Cost $743.93 Unrealized +88.7%
INTC INTEL CORPORATION 0.0%
Value ($000) $333 Shares 14,202 Est. Cost $31.22 Unrealized -20.3%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $325 Shares 665 Est. Cost $382.80 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $325 Shares 2,947 Est. Cost $116.73 Unrealized -22.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $319 Shares 1,547 Est. Cost $144.70 Unrealized +29.5%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $307 Shares 6,150 Est. Cost $49.24 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $300 Shares 3,834 Est. Cost $82.97 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $296 Shares 918 Est. Cost $231.86 Unrealized +35.1%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $291 Shares 1,103 Est. Cost $233.86 Unrealized
COP CONOCO PHILLIPS 0.0%
Value ($000) $290 Shares 2,750 Est. Cost $109.08 Unrealized -3.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $288 Shares 1,756 Est. Cost $174.81 Unrealized -13.1%
IWM ISHARES RUSSELL 2000 INDEX FUND 0.0%
Value ($000) $284 Shares 1,286 Est. Cost $44.63 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $283 Shares 4,480 Est. Cost $51.78 Unrealized +14.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $276 Shares 2,394 Est. Cost $77.40 Unrealized +36.8%
BLACKROCK INC 0.0%
Value ($000) $273 Shares 287 Est. Cost $811.80 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $265 Shares 2,751 Est. Cost $98.60 Unrealized -8.1%
AVGO BROADCOM INC 0.0%
Value ($000) $262 Shares 1,520 Est. Cost $155.96 Unrealized +1.3%
TTEK TETRA TECH INC 0.0%
Value ($000) $258 Shares 5,480 Est. Cost $42.53 Unrealized +4.6%
PSX PHILLIPS 66 0.0%
Value ($000) $256 Shares 1,948 Est. Cost $103.33 Unrealized +24.3%
META META PLATFORMS INC CL A 0.0%
Value ($000) $252 Shares 441 Est. Cost $443.21 Unrealized +15.5%
TGT TARGET CORP 0.0%
Value ($000) $250 Shares 1,605 Est. Cost $82.34 Unrealized +71.3%
RSG REPUBLIC SERVICES INC. 0.0%
Value ($000) $246 Shares 1,225 Est. Cost $151.31 Unrealized +30.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $245 Shares 2,353 Est. Cost $68.08 Unrealized +38.7%
NFLX NETFLIX INC 0.0%
Value ($000) $241 Shares 340 Est. Cost $56.38 Unrealized +18.6%
GS GOLDMAN SACHS 0.0%
Value ($000) $238 Shares 480 Est. Cost $372.27 Unrealized +27.6%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $224 Shares 2,382 Est. Cost $83.75 Unrealized 0.0%
QCOM QUALCOMM 0.0%
Value ($000) $221 Shares 1,300 Est. Cost $102.30 Unrealized +67.3%
FLEXSHARES TR 0.0%
Value ($000) $219 Shares 6,700 Est. Cost $31.11 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $218 Shares 457 Est. Cost $322.30 Unrealized +39.0%
LOW LOWES COS INC 0.0%
Value ($000) $216 Shares 799 Est. Cost $149.74 Unrealized +57.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $215 Shares 2,205 Est. Cost $85.95 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $210 Shares 9,124 Est. Cost $13.88 Unrealized +50.0%
AFL AFLAC INC 0.0%
Value ($000) $210 Shares 1,875 Est. Cost $98.75 Unrealized 0.0%
RMD RESMED INC 0.0%
Value ($000) $208 Shares 850 Est. Cost $220.76 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $202 Shares 1,000 Est. Cost $202.36 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $202 Shares 973 Est. Cost $204.28 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $201 Shares 1,930 Est. Cost $93.03 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $90 Shares 10,000 Est. Cost $52.16 Unrealized