Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 30, 2019

Total Value ($000): $188,988 (100.0% shares, 0.0% debt)

Holdings (176)

CVX CHEVRON COM 6.9%
Value ($000) $13,006 Shares 109,665 Est. Cost $85.05 Unrealized +7.6%
XOM EXXON MOBIL CORPORATION 5.7%
Value ($000) $10,822 Shares 153,260 Est. Cost $56.48 Unrealized -4.8%
JNJ JOHNSON & JOHNSON COM 4.6%
Value ($000) $8,677 Shares 67,068 Est. Cost $114.34 Unrealized -3.8%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.8%
Value ($000) $7,107 Shares 44,029 Est. Cost $122.36 Unrealized +17.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 3.6%
Value ($000) $6,860 Shares 22 Est. Cost $313083.50 Unrealized -1.2%
AAPL APPLE COMPUTER INC. CMN. 3.5%
Value ($000) $6,587 Shares 29,411 Est. Cost $46.19 Unrealized +8.7%
USB US BANCORP DEL COM NEW 1.9%
Value ($000) $3,667 Shares 66,250 Est. Cost $38.36 Unrealized +7.2%
MSFT MICROSOFT COM 1.8%
Value ($000) $3,489 Shares 25,096 Est. Cost $110.28 Unrealized +17.8%
TGT TARGET CORPORATION 1.8%
Value ($000) $3,477 Shares 32,525 Est. Cost $79.62 Unrealized +0.9%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.8%
Value ($000) $3,367 Shares 12,349 Est. Cost $238.02 Unrealized
PG PROCTER & GAMBLE CO. 1.7%
Value ($000) $3,189 Shares 25,642 Est. Cost $81.39 Unrealized +24.1%
EFA ISHARES TR INDEX MSCI EAFE IDX 1.5%
Value ($000) $2,851 Shares 43,719 Est. Cost $64.42 Unrealized
HD HOME DEPOT COM 1.5%
Value ($000) $2,843 Shares 12,251 Est. Cost $158.62 Unrealized +17.9%
PFE PFIZER INC COM 1.4%
Value ($000) $2,591 Shares 72,101 Est. Cost $29.72 Unrealized -9.1%
JPM JP MORGAN CHASE & CO COM 1.3%
Value ($000) $2,541 Shares 21,590 Est. Cost $89.32 Unrealized +6.4%
PEP PEPSICO INC 1.3%
Value ($000) $2,407 Shares 17,560 Est. Cost $95.53 Unrealized +14.4%
V VISA INC COM CL A 1.3%
Value ($000) $2,380 Shares 13,837 Est. Cost $142.72 Unrealized +19.3%
MRK MERCK & CO INC 1.3%
Value ($000) $2,374 Shares 28,203 Est. Cost $59.16 Unrealized +10.7%
IBM INTL BUSINESS MACHINES COM 1.1%
Value ($000) $2,110 Shares 14,513 Est. Cost $92.67 Unrealized +10.6%
BA BOEING CO COM 1.1%
Value ($000) $2,099 Shares 5,516 Est. Cost $344.54 Unrealized +2.3%
DIS DISNEY WALT CO COM 1.0%
Value ($000) $1,958 Shares 15,023 Est. Cost $116.08 Unrealized +15.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $1,884 Shares 9,058 Est. Cost $207.99 Unrealized -0.9%
KMB KIMBERLY - CLARK CORP 0.9%
Value ($000) $1,727 Shares 12,158 Est. Cost $88.92 Unrealized +23.4%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $1,715 Shares 988 Est. Cost $88.54 Unrealized +4.7%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $1,710 Shares 9,053 Est. Cost $188.89 Unrealized
WFC WELLS FARGO & CO NEW COM 0.9%
Value ($000) $1,681 Shares 33,333 Est. Cost $41.13 Unrealized -3.2%
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $1,656 Shares 1,356 Est. Cost $55.63 Unrealized +5.7%
SPY SPDR TR UNIT SER 1 0.9%
Value ($000) $1,625 Shares 5,476 Est. Cost $252.00 Unrealized
UNITED TECH 0.9%
Value ($000) $1,610 Shares 11,793 Est. Cost $116.55 Unrealized
T AT&T INC COM 0.8%
Value ($000) $1,576 Shares 41,660 Est. Cost $14.47 Unrealized +17.5%
KO COCA COLA CO COM 0.8%
Value ($000) $1,561 Shares 28,669 Est. Cost $39.08 Unrealized +12.5%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,556 Shares 7,249 Est. Cost $159.33 Unrealized +16.0%
IVV ISHARES TR S&P 500 INDEX 0.8%
Value ($000) $1,530 Shares 5,126 Est. Cost $282.00 Unrealized
CSCO CISCO 0.8%
Value ($000) $1,472 Shares 29,803 Est. Cost $40.55 Unrealized +5.5%
LLY LILLY ELI & COMPANY 0.8%
Value ($000) $1,433 Shares 12,812 Est. Cost $103.54 Unrealized -0.8%
GOOG ALPHABET INC. 0.7%
Value ($000) $1,352 Shares 1,109 Est. Cost $55.66 Unrealized +5.5%
SON SONOCO PRODS CO COM 0.7%
Value ($000) $1,274 Shares 21,883 Est. Cost $46.46 Unrealized +2.3%
UNP UNION PACIFIC CORP COM 0.7%
Value ($000) $1,263 Shares 7,798 Est. Cost $131.95 Unrealized +10.5%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $1,250 Shares 20,715 Est. Cost $39.47 Unrealized +2.4%
IWM ISHARES TR RUSSELL 2000 0.7%
Value ($000) $1,249 Shares 8,247 Est. Cost $143.61 Unrealized
META FACEBOOK INC CL A 0.7%
Value ($000) $1,238 Shares 6,950 Est. Cost $160.42 Unrealized +17.7%
INTC INTEL COM 0.6%
Value ($000) $1,214 Shares 23,568 Est. Cost $41.58 Unrealized +3.5%
VTV VANGUARD INDEX FDS VALUE ETF 0.6%
Value ($000) $1,200 Shares 10,756 Est. Cost $110.89 Unrealized
ADBE ADOBE INC COM 0.6%
Value ($000) $1,171 Shares 4,237 Est. Cost $250.74 Unrealized +16.4%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,119 Shares 24,825 Est. Cost $32.89 Unrealized +14.1%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $1,108 Shares 15,072 Est. Cost $55.81 Unrealized +12.0%
SYK STRYKER CORP 0.6%
Value ($000) $1,079 Shares 4,987 Est. Cost $161.48 Unrealized +24.0%
PSX PHILLIPS 66 COM 0.6%
Value ($000) $1,073 Shares 10,481 Est. Cost $71.55 Unrealized +8.0%
MMM 3M COMPANY COM 0.6%
Value ($000) $1,073 Shares 6,523 Est. Cost $124.65 Unrealized -11.2%
GD GENERAL DYNAMICS CORPORATION 0.5%
Value ($000) $1,018 Shares 5,568 Est. Cost $153.13 Unrealized +4.8%
IEMG ISHARES INC CORE MSCI EMKT 0.5%
Value ($000) $1,016 Shares 20,731 Est. Cost $48.66 Unrealized
MA MASTERCARD INC CL A 0.5%
Value ($000) $974 Shares 3,587 Est. Cost $215.72 Unrealized +23.4%
IEFA ISHARES TR CORE MSCI EAFE 0.5%
Value ($000) $967 Shares 15,843 Est. Cost $61.13 Unrealized
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $915 Shares 5,456 Est. Cost $152.66 Unrealized
CVS CVS CORP. 0.5%
Value ($000) $857 Shares 13,591 Est. Cost $55.20 Unrealized -12.4%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $849 Shares 14,890 Est. Cost $52.30 Unrealized -13.4%
MCO MOODYS CORP COM 0.4%
Value ($000) $846 Shares 4,130 Est. Cost $141.79 Unrealized +40.1%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $839 Shares 12,556 Est. Cost $57.19 Unrealized -4.9%
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $828 Shares 16,334 Est. Cost $38.73 Unrealized -5.1%
AMGN AMGEN INC COM 0.4%
Value ($000) $805 Shares 4,162 Est. Cost $151.10 Unrealized +4.6%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.4%
Value ($000) $799 Shares 9,012 Est. Cost $85.05 Unrealized
ECL ECOLAB INC COM 0.4%
Value ($000) $788 Shares 3,981 Est. Cost $148.06 Unrealized +26.4%
CAT CATERPILLAR INC DEL COM 0.4%
Value ($000) $774 Shares 6,132 Est. Cost $112.76 Unrealized -1.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $760 Shares 3,950 Est. Cost $150.05 Unrealized +17.6%
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $734 Shares 4,085 Est. Cost $144.37 Unrealized +11.9%
DHR DANAHER CORPORATION 0.4%
Value ($000) $733 Shares 5,078 Est. Cost $92.57 Unrealized +31.5%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $716 Shares 12,947 Est. Cost $37.98 Unrealized +22.9%
MO ALTRIA GROUP INC 0.4%
Value ($000) $711 Shares 17,368 Est. Cost $31.97 Unrealized -13.7%
NOBL PROSHARES TR S&P 500 DV ARIST 0.4%
Value ($000) $710 Shares 9,912 Est. Cost $64.09 Unrealized
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $700 Shares 7,511 Est. Cost $84.97 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.4%
Value ($000) $692 Shares 6,128 Est. Cost $97.68 Unrealized
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $674 Shares 6,505 Est. Cost $98.79 Unrealized +11.2%
ABBV ABBVIE INC COM 0.4%
Value ($000) $670 Shares 8,845 Est. Cost $63.74 Unrealized -17.5%
BAC BANK OF AMERICA CORP COM 0.3%
Value ($000) $639 Shares 21,915 Est. Cost $23.53 Unrealized +4.4%
RAYTHEON COMPANY 0.3%
Value ($000) $634 Shares 3,228 Est. Cost $161.17 Unrealized
CDK GLOBAL INC COM 0.3%
Value ($000) $628 Shares 13,060 Est. Cost $48.07 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $625 Shares 6,659 Est. Cost $68.57 Unrealized +14.9%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.3%
Value ($000) $614 Shares 3,798 Est. Cost $140.95 Unrealized
DE DEERE & CO COM 0.3%
Value ($000) $607 Shares 3,597 Est. Cost $133.33 Unrealized +9.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $600 Shares 2,062 Est. Cost $234.49 Unrealized +20.1%
VB VANGUARD INDEX FDS SMALL CP ETF 0.3%
Value ($000) $576 Shares 3,744 Est. Cost $150.73 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $574 Shares 5,984 Est. Cost $65.37 Unrealized +7.9%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $572 Shares 3,379 Est. Cost $125.65 Unrealized +10.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $548 Shares 2,521 Est. Cost $223.79 Unrealized -3.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $541 Shares 2,324 Est. Cost $39.34 Unrealized +17.6%
IVW ISHARES TR S&P 500 GRWT ETF 0.3%
Value ($000) $529 Shares 2,938 Est. Cost $170.79 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $518 Shares 3,696 Est. Cost $102.20 Unrealized +5.3%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $515 Shares 1,319 Est. Cost $263.41 Unrealized +20.1%
AFL AFLAC INC COM 0.3%
Value ($000) $512 Shares 9,788 Est. Cost $38.18 Unrealized +18.8%
WMT WAL-MART 0.3%
Value ($000) $510 Shares 4,302 Est. Cost $30.41 Unrealized +13.3%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.3%
Value ($000) $507 Shares 6,246 Est. Cost $78.61 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.3%
Value ($000) $502 Shares 3,065 Est. Cost $149.18 Unrealized
DOV DOVER CORP 0.3%
Value ($000) $481 Shares 4,832 Est. Cost $78.25 Unrealized +12.0%
SO SOUTHERN COMPANY 0.2%
Value ($000) $470 Shares 7,604 Est. Cost $36.50 Unrealized +24.0%
ABT ABBOTT LABS COM 0.2%
Value ($000) $455 Shares 5,433 Est. Cost $64.49 Unrealized +18.0%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.2%
Value ($000) $437 Shares 5,610 Est. Cost $75.34 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $430 Shares 3,957 Est. Cost $76.84 Unrealized +13.9%
CI CIGNA CORP NEW 0.2%
Value ($000) $422 Shares 2,781 Est. Cost $175.24 Unrealized -15.1%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $421 Shares 3,562 Est. Cost $102.32 Unrealized +10.0%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.2%
Value ($000) $420 Shares 2,634 Est. Cost $144.05 Unrealized
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.2%
Value ($000) $415 Shares 10,103 Est. Cost $38.09 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.2%
Value ($000) $407 Shares 2,695 Est. Cost $136.89 Unrealized
BLACKROCK INC COM 0.2%
Value ($000) $404 Shares 907 Est. Cost $437.09 Unrealized
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $398 Shares 2,817 Est. Cost $139.73 Unrealized
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.2%
Value ($000) $396 Shares 3,311 Est. Cost $119.60 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $394 Shares 1,778 Est. Cost $162.12 Unrealized +18.8%
GENERAL ELECTRIC COM 0.2%
Value ($000) $392 Shares 43,901 Est. Cost $8.39 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $381 Shares 4,378 Est. Cost $88.26 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $378 Shares 2,411 Est. Cost $119.51 Unrealized +8.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $377 Shares 1,807 Est. Cost $180.55 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $374 Shares 4,923 Est. Cost $57.81 Unrealized -1.9%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $373 Shares 6,660 Est. Cost $53.62 Unrealized
ROST ROSS STORES INC 0.2%
Value ($000) $364 Shares 3,315 Est. Cost $87.91 Unrealized +12.7%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $363 Shares 2,514 Est. Cost $109.67 Unrealized +6.4%
PPG PPG INDS INC COM 0.2%
Value ($000) $360 Shares 3,041 Est. Cost $96.20 Unrealized +5.8%
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value ($000) $358 Shares 2,990 Est. Cost $81.05 Unrealized +9.7%
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.2%
Value ($000) $340 Shares 4,876 Est. Cost $64.11 Unrealized
IJH ISHARES TR S&P MIDCAP 400 0.2%
Value ($000) $329 Shares 1,706 Est. Cost $168.90 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $324 Shares 1,987 Est. Cost $121.73 Unrealized +11.8%
CLX CLOROX CO DEL COM 0.2%
Value ($000) $322 Shares 2,120 Est. Cost $126.45 Unrealized +3.5%
VLO VALERO ENERGY CORP NEW COM 0.2%
Value ($000) $318 Shares 3,732 Est. Cost $64.17 Unrealized -2.7%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.2%
Value ($000) $313 Shares 2,427 Est. Cost $114.52 Unrealized
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $313 Shares 1,574 Est. Cost $140.72 Unrealized +25.1%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $309 Shares 5,141 Est. Cost $57.16 Unrealized
ALPS ETF TR ALERIAN MLP 0.2%
Value ($000) $306 Shares 33,500 Est. Cost $8.79 Unrealized
TROW T. ROWE PRICE GROUP INC 0.2%
Value ($000) $304 Shares 2,663 Est. Cost $74.69 Unrealized +14.8%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $297 Shares 5,409 Est. Cost $46.53 Unrealized +8.3%
EEM ISHARES TR INDEX MSCI EMERG MKT 0.2%
Value ($000) $296 Shares 7,255 Est. Cost $41.97 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $292 Shares 1,090 Est. Cost $33.34 Unrealized -6.2%
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value ($000) $288 Shares 4,300 Est. Cost $56.72 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.2%
Value ($000) $286 Shares 4,860 Est. Cost $61.00 Unrealized
YUM YUM BRANDS INC COM 0.2%
Value ($000) $284 Shares 2,510 Est. Cost $89.51 Unrealized +13.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $282 Shares 1,690 Est. Cost $156.72 Unrealized
GWW GRAINGER W.W. INC 0.1%
Value ($000) $281 Shares 944 Est. Cost $269.65 Unrealized -4.8%
ETN EATON CORP CMN 0.1%
Value ($000) $281 Shares 3,371 Est. Cost $68.28 Unrealized +5.6%
AVGO BROADCOM INC 0.1%
Value ($000) $280 Shares 1,016 Est. Cost $23.23 Unrealized +3.4%
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $279 Shares 1,874 Est. Cost $120.77 Unrealized +7.3%
HSY HERSHEY CO COM 0.1%
Value ($000) $275 Shares 1,772 Est. Cost $100.37 Unrealized +29.7%
OGE OGE ENERGY CORP COM 0.1%
Value ($000) $272 Shares 6,000 Est. Cost $40.36 Unrealized +7.3%
CB CHUBB LIMITED COM 0.1%
Value ($000) $268 Shares 1,659 Est. Cost $120.73 Unrealized +15.4%
BAX BAXTER INTERNATIONAL INC TAXABLE 0.1%
Value ($000) $265 Shares 3,030 Est. Cost $63.80 Unrealized +18.4%
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.1%
Value ($000) $264 Shares 1,449 Est. Cost $150.45 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $263 Shares 740 Est. Cost $276.03 Unrealized +26.7%
MET METLIFE INC COM 0.1%
Value ($000) $262 Shares 5,558 Est. Cost $35.09 Unrealized +9.7%
CELGENE CORP COM 0.1%
Value ($000) $262 Shares 2,635 Est. Cost $82.26 Unrealized
SCHE SCHWAB STRATEGIC EMERGING MARKETS ETF 0.1%
Value ($000) $261 Shares 10,383 Est. Cost $24.50 Unrealized
WALGREENS BOOTS ALLIANCE INCCOM 0.1%
Value ($000) $259 Shares 4,698 Est. Cost $62.44 Unrealized
MANAGED PORTFOLIO SERIES TORTOISE N. AM. PPLN 0.1%
Value ($000) $255 Shares 10,883 Est. Cost $23.43 Unrealized
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.1%
Value ($000) $253 Shares 2,543 Est. Cost $103.20 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 0.1%
Value ($000) $252 Shares 4,353 Est. Cost $48.44 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $248 Shares 3,247 Est. Cost $60.16 Unrealized +8.0%
BB&T CORP 0.1%
Value ($000) $243 Shares 4,552 Est. Cost $46.57 Unrealized
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $242 Shares 1,630 Est. Cost $152.96 Unrealized -1.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $241 Shares 7,057 Est. Cost $36.79 Unrealized -15.9%
VIGI VANGUARD WHITEHALL INTL DIVIDEND ETF 0.1%
Value ($000) $235 Shares 3,535 Est. Cost $57.71 Unrealized
DD DUPONT DE NEMOURS INC (NEW) 0.1%
Value ($000) $235 Shares 3,304 Est. Cost $27.24 Unrealized -4.9%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $235 Shares 1,062 Est. Cost $153.63 Unrealized +19.4%
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $234 Shares 1,684 Est. Cost $90.62 Unrealized +15.6%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $229 Shares 6,104 Est. Cost $32.15 Unrealized +12.0%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $226 Shares 4,363 Est. Cost $46.07 Unrealized
PLD PROLOGIS INC COM 0.1%
Value ($000) $222 Shares 2,610 Est. Cost $58.67 Unrealized +18.1%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $221 Shares 7,887 Est. Cost $25.96 Unrealized
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value ($000) $221 Shares 3,443 Est. Cost $53.22 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $219 Shares 1,256 Est. Cost $4.12 Unrealized +1.5%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $218 Shares 756 Est. Cost $221.24 Unrealized +15.9%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $215 Shares 2,650 Est. Cost $54.21 Unrealized +7.7%
LOW LOWES COMPANIES 0.1%
Value ($000) $212 Shares 1,930 Est. Cost $89.12 Unrealized +5.5%
GOVT I SHARES US TREASURY BOND ETF 0.1%
Value ($000) $212 Shares 8,043 Est. Cost $25.22 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $207 Shares 7,420 Est. Cost $28.39 Unrealized -25.4%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $205 Shares 4,381 Est. Cost $53.46 Unrealized -11.6%
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $204 Shares 5,380 Est. Cost $40.07 Unrealized
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $203 Shares 1,992 Est. Cost $94.80 Unrealized
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $201 Shares 2,144 Est. Cost $63.48 Unrealized +14.1%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $201 Shares 1,557 Est. Cost $89.64 Unrealized +14.7%
PID INVESCO EXCHANGE TRADED FD TINTL DIVI ACHI 0.1%
Value ($000) $175 Shares 10,900 Est. Cost $15.29 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.1%
Value ($000) $152 Shares 16,553 Est. Cost $6.75 Unrealized +2.9%