Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 18, 2023

Total Value ($000): $284,288 (100.0% shares, 0.0% debt)

Holdings (222)

CVX CHEVRON CORP NEW 8.4%
Value ($000) $24,009 Shares 133,764 Est. Cost $81.57 Unrealized +87.9%
XOM EXXON MOBIL CORP 6.9%
Value ($000) $19,736 Shares 178,930 Est. Cost $52.58 Unrealized +83.1%
AAPL APPLE INC 4.9%
Value ($000) $13,846 Shares 106,564 Est. Cost $93.47 Unrealized +50.5%
JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $13,319 Shares 75,395 Est. Cost $117.13 Unrealized +34.1%
ADP AUTOMATIC DATA PROCESSING IN 3.6%
Value ($000) $10,285 Shares 43,058 Est. Cost $122.36 Unrealized +87.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $7,968 Shares 17 Est. Cost $313083.50 Unrealized +43.3%
MSFT MICROSOFT CORP 2.2%
Value ($000) $6,243 Shares 26,031 Est. Cost $129.35 Unrealized +80.9%
HD HOME DEPOT INC 2.0%
Value ($000) $5,619 Shares 17,791 Est. Cost $187.01 Unrealized +50.4%
TGT TARGET CORP 1.7%
Value ($000) $4,843 Shares 32,498 Est. Cost $79.62 Unrealized +77.0%
LLY LILLY ELI & CO 1.7%
Value ($000) $4,805 Shares 13,134 Est. Cost $103.78 Unrealized +233.2%
IVV ISHARES TR 1.7%
Value ($000) $4,718 Shares 12,281 Est. Cost $388.56 Unrealized
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $4,248 Shares 28,030 Est. Cost $93.41 Unrealized +38.9%
PEP PEPSICO INC 1.2%
Value ($000) $3,400 Shares 18,821 Est. Cost $102.19 Unrealized +57.4%
MRK MERCK & CO INC 1.2%
Value ($000) $3,360 Shares 30,283 Est. Cost $61.13 Unrealized +51.8%
VRSK VERISK ANALYTICS INC 1.1%
Value ($000) $3,241 Shares 18,370 Est. Cost $172.13 Unrealized +0.0%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $3,073 Shares 22,913 Est. Cost $90.42 Unrealized +30.1%
V VISA INC 1.1%
Value ($000) $3,061 Shares 14,733 Est. Cost $152.15 Unrealized +29.5%
GOOG ALPHABET INC 1.0%
Value ($000) $2,871 Shares 32,353 Est. Cost $108.82 Unrealized -12.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.9%
Value ($000) $2,629 Shares 26,052 Est. Cost $57.64 Unrealized +52.1%
PFE PFIZER INC 0.9%
Value ($000) $2,608 Shares 50,906 Est. Cost $30.22 Unrealized +33.0%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $2,591 Shares 7,374 Est. Cost $300.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,548 Shares 8,248 Est. Cost $247.94 Unrealized +19.8%
DE DEERE & CO 0.8%
Value ($000) $2,267 Shares 5,288 Est. Cost $155.68 Unrealized +149.7%
VYM VANGUARD WHITEHALL FDS INC 0.8%
Value ($000) $2,217 Shares 20,484 Est. Cost $96.95 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $2,159 Shares 24,469 Est. Cost $106.87 Unrealized -11.7%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,080 Shares 5,440 Est. Cost $310.11 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $2,045 Shares 24,350 Est. Cost $123.75 Unrealized -20.2%
ABBV ABBVIE INC 0.7%
Value ($000) $2,030 Shares 12,559 Est. Cost $86.15 Unrealized +59.3%
WMT WALMART INC 0.7%
Value ($000) $2,026 Shares 14,287 Est. Cost $38.09 Unrealized +19.9%
QQQ INVESCO QQQ TR 0.7%
Value ($000) $1,984 Shares 7,451 Est. Cost $221.58 Unrealized
CVS CVS HEALTH CORP 0.7%
Value ($000) $1,907 Shares 20,459 Est. Cost $55.13 Unrealized +55.9%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,834 Shares 6,958 Est. Cost $164.81 Unrealized +48.8%
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $1,741 Shares 12,827 Est. Cost $92.17 Unrealized +22.3%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $1,735 Shares 8,511 Est. Cost $175.08 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $1,726 Shares 36,244 Est. Cost $40.64 Unrealized +2.0%
IWM ISHARES TR 0.6%
Value ($000) $1,691 Shares 9,700 Est. Cost $147.56 Unrealized
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $1,592 Shares 6,462 Est. Cost $170.55 Unrealized +29.3%
SCHW SCHWAB CHARLES CORP NEW 0.6%
Value ($000) $1,582 Shares 19,002 Est. Cost $47.78 Unrealized +55.3%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,554 Shares 21,605 Est. Cost $42.37 Unrealized +54.0%
CAT CATERPILLAR INC DEL 0.5%
Value ($000) $1,476 Shares 6,161 Est. Cost $123.33 Unrealized +67.5%
AVGO BROADCOM INC 0.5%
Value ($000) $1,462 Shares 2,614 Est. Cost $34.13 Unrealized +39.5%
JPST JP MORGAN EXCHANGE TRADED FD 0.5%
Value ($000) $1,458 Shares 29,093 Est. Cost $50.22 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $1,377 Shares 14,545 Est. Cost $91.04 Unrealized
ADBE ADOBE SYS INC 0.5%
Value ($000) $1,361 Shares 4,044 Est. Cost $280.96 Unrealized +13.8%
UNP UNION PAC CORP 0.5%
Value ($000) $1,345 Shares 6,497 Est. Cost $133.29 Unrealized +42.7%
SYK STRYKER CORP 0.5%
Value ($000) $1,338 Shares 5,473 Est. Cost $169.10 Unrealized +30.0%
VIG VANGUARD GROUP 0.5%
Value ($000) $1,333 Shares 8,778 Est. Cost $133.12 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $1,332 Shares 5,508 Est. Cost $231.22 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.5%
Value ($000) $1,329 Shares 31,661 Est. Cost $40.68 Unrealized
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,322 Shares 4,955 Est. Cost $187.80 Unrealized +40.6%
USB US BANCORP DEL 0.5%
Value ($000) $1,315 Shares 30,156 Est. Cost $38.23 Unrealized -4.0%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,284 Shares 3,693 Est. Cost $227.03 Unrealized +42.4%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,270 Shares 5,118 Est. Cost $163.75 Unrealized +39.8%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $1,264 Shares 6,885 Est. Cost $161.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,259 Shares 2,374 Est. Cost $241.43 Unrealized +107.3%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,255 Shares 8,911 Est. Cost $93.26 Unrealized +31.9%
IVW ISHARES TR 0.4%
Value ($000) $1,247 Shares 21,316 Est. Cost $89.91 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,216 Shares 19,116 Est. Cost $40.07 Unrealized +37.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,203 Shares 5,612 Est. Cost $135.36 Unrealized +32.1%
CI CIGNA CORP NEW 0.4%
Value ($000) $1,191 Shares 3,594 Est. Cost $180.11 Unrealized +65.9%
AMGN AMGEN INC 0.4%
Value ($000) $1,155 Shares 4,398 Est. Cost $162.68 Unrealized +49.2%
MCO MOODYS CORP 0.4%
Value ($000) $1,124 Shares 4,033 Est. Cost $141.79 Unrealized +87.9%
DHR DANAHER CORP DEL 0.4%
Value ($000) $1,123 Shares 4,231 Est. Cost $104.33 Unrealized +118.7%
BLACKROCK INC 0.4%
Value ($000) $1,093 Shares 1,542 Est. Cost $625.80 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,081 Shares 11,256 Est. Cost $57.88 Unrealized +46.0%
SON SONOCO PRODS CO 0.4%
Value ($000) $1,077 Shares 17,735 Est. Cost $47.07 Unrealized +12.6%
NOBL PROSHARES TR 0.4%
Value ($000) $1,071 Shares 11,905 Est. Cost $67.10 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,067 Shares 5,125 Est. Cost $174.88 Unrealized +20.7%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,014 Shares 8,593 Est. Cost $52.91 Unrealized +106.8%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,012 Shares 2,080 Est. Cost $298.43 Unrealized +42.9%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $977 Shares 25,060 Est. Cost $39.64 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $967 Shares 11,127 Est. Cost $122.08 Unrealized -23.5%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $910 Shares 5,235 Est. Cost $120.79 Unrealized +22.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $895 Shares 1,626 Est. Cost $291.85 Unrealized +79.9%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $876 Shares 5,212 Est. Cost $107.16 Unrealized +48.7%
NVDA NVIDIA CORP 0.3%
Value ($000) $875 Shares 5,988 Est. Cost $16.87 Unrealized -13.2%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $869 Shares 13,042 Est. Cost $39.67 Unrealized +46.2%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $854 Shares 10,841 Est. Cost $58.95 Unrealized +18.3%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $818 Shares 1,793 Est. Cost $375.61 Unrealized +24.8%
IWF ISHARES TR 0.3%
Value ($000) $817 Shares 3,814 Est. Cost $187.42 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $806 Shares 3,657 Est. Cost $142.86 Unrealized +38.2%
NKE NIKE INC 0.3%
Value ($000) $802 Shares 6,857 Est. Cost $69.94 Unrealized +36.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $777 Shares 22,227 Est. Cost $33.13 Unrealized -9.3%
IEMG ISHARES INC 0.3%
Value ($000) $731 Shares 15,662 Est. Cost $49.09 Unrealized
MMM 3M CO 0.2%
Value ($000) $710 Shares 5,921 Est. Cost $119.78 Unrealized -24.3%
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $709 Shares 3,362 Est. Cost $158.53 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $682 Shares 25,809 Est. Cost $40.96 Unrealized -34.9%
DOV DOVER CORP 0.2%
Value ($000) $678 Shares 5,009 Est. Cost $81.29 Unrealized +57.2%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $675 Shares 6,550 Est. Cost $70.81 Unrealized +19.8%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $669 Shares 8,108 Est. Cost $82.10 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $669 Shares 8,850 Est. Cost $75.45 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $649 Shares 12,979 Est. Cost $53.41 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $638 Shares 8,865 Est. Cost $38.64 Unrealized +61.7%
CRM SALESFORCE COM INC 0.2%
Value ($000) $617 Shares 4,655 Est. Cost $191.56 Unrealized -24.7%
BAC BANK AMER CORP 0.2%
Value ($000) $598 Shares 18,056 Est. Cost $24.73 Unrealized +28.3%
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value ($000) $596 Shares 8,690 Est. Cost $21.29 Unrealized +17.4%
PSX PHILLIPS 66 0.2%
Value ($000) $595 Shares 5,716 Est. Cost $69.40 Unrealized +31.7%
MO ALTRIA GROUP INC 0.2%
Value ($000) $583 Shares 12,749 Est. Cost $30.62 Unrealized +14.4%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $579 Shares 14,021 Est. Cost $38.63 Unrealized +5.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $569 Shares 6,806 Est. Cost $60.95 Unrealized +21.1%
FEUS FLEXSHARES TR ESG & CLM US LRG 0.2%
Value ($000) $568 Shares 13,000 Est. Cost $40.85 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $564 Shares 4,041 Est. Cost $80.60 Unrealized -0.4%
SO SOUTHERN CO 0.2%
Value ($000) $561 Shares 7,864 Est. Cost $42.67 Unrealized +39.7%
ETN EATON CORP PLC 0.2%
Value ($000) $556 Shares 3,545 Est. Cost $89.14 Unrealized +64.9%
IWR ISHARES TR 0.2%
Value ($000) $555 Shares 8,222 Est. Cost $55.58 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $549 Shares 13,938 Est. Cost $39.74 Unrealized -22.6%
BA BOEING CO 0.2%
Value ($000) $540 Shares 2,837 Est. Cost $309.18 Unrealized -47.1%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $535 Shares 14,077 Est. Cost $36.68 Unrealized -8.7%
IVE ISHARES TR 0.2%
Value ($000) $531 Shares 3,662 Est. Cost $151.31 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $526 Shares 3,509 Est. Cost $75.70 Unrealized +121.0%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $523 Shares 3,313 Est. Cost $103.83 Unrealized +34.1%
META FACEBOOK INC 0.2%
Value ($000) $515 Shares 4,279 Est. Cost $168.98 Unrealized -31.0%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $514 Shares 7,219 Est. Cost $104.12 Unrealized -23.3%
QCOM QUALCOMM INC 0.2%
Value ($000) $513 Shares 4,663 Est. Cost $76.89 Unrealized +41.6%
GWW GRAINGER W W INC 0.2%
Value ($000) $512 Shares 920 Est. Cost $269.65 Unrealized +103.4%
ABT ABBOTT LABS 0.2%
Value ($000) $510 Shares 4,645 Est. Cost $80.78 Unrealized +20.8%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $507 Shares 4,651 Est. Cost $105.76 Unrealized -7.9%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $500 Shares 3,693 Est. Cost $53.13 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $498 Shares 1,614 Est. Cost $187.28 Unrealized +38.6%
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.2%
Value ($000) $493 Shares 9,762 Est. Cost $50.83 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $493 Shares 10,737 Est. Cost $48.85 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $487 Shares 1,419 Est. Cost $244.30 Unrealized +31.6%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $483 Shares 3,440 Est. Cost $140.88 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $481 Shares 4,756 Est. Cost $59.12 Unrealized +37.5%
DEO DIAGEO P L C 0.2%
Value ($000) $478 Shares 2,683 Est. Cost $150.79 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $478 Shares 7,179 Est. Cost $85.98 Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $472 Shares 5,562 Est. Cost $84.88 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $470 Shares 1,940 Est. Cost $137.06 Unrealized +61.1%
ITOT ISHARES TR 0.2%
Value ($000) $468 Shares 5,520 Est. Cost $74.37 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $460 Shares 2,405 Est. Cost $166.23 Unrealized
BHP BHP BILLITON LTD 0.2%
Value ($000) $444 Shares 7,152 Est. Cost $69.21 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $443 Shares 2,921 Est. Cost $143.56 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $442 Shares 5,882 Est. Cost $79.63 Unrealized
T AT&T INC 0.2%
Value ($000) $442 Shares 23,998 Est. Cost $14.56 Unrealized +3.7%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $428 Shares 9,949 Est. Cost $29.38 Unrealized +26.2%
MET METLIFE INC 0.1%
Value ($000) $425 Shares 5,873 Est. Cost $30.14 Unrealized +116.0%
MUB ISHARES TR 0.1%
Value ($000) $422 Shares 4,000 Est. Cost $115.13 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $417 Shares 6,353 Est. Cost $64.37 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $416 Shares 4,972 Est. Cost $109.12 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $414 Shares 3,260 Est. Cost $57.22 Unrealized +99.4%
HSY HERSHEY CO 0.1%
Value ($000) $409 Shares 1,766 Est. Cost $100.37 Unrealized +111.3%
CB CHUBB LIMITED 0.1%
Value ($000) $398 Shares 1,802 Est. Cost $179.35 Unrealized +11.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $393 Shares 3,405 Est. Cost $65.67 Unrealized +62.3%
LQDH ISHARES US ETF TR 0.1%
Value ($000) $381 Shares 4,214 Est. Cost $90.49 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.1%
Value ($000) $380 Shares 269 Est. Cost $1293.71 Unrealized +4.7%
ORCL ORACLE CORP 0.1%
Value ($000) $372 Shares 4,548 Est. Cost $51.96 Unrealized +40.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $370 Shares 4,312 Est. Cost $59.50 Unrealized +19.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $363 Shares 1,463 Est. Cost $150.73 Unrealized +40.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $362 Shares 2,000 Est. Cost $173.42 Unrealized -3.0%
IUSV ISHARES TR 0.1%
Value ($000) $361 Shares 5,114 Est. Cost $72.21 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $356 Shares 2,955 Est. Cost $89.49 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $355 Shares 2,618 Est. Cost $105.28 Unrealized +8.0%
ECL ECOLAB INC 0.1%
Value ($000) $353 Shares 2,426 Est. Cost $148.39 Unrealized -4.4%
IWL ISHARES TR 0.1%
Value ($000) $353 Shares 3,919 Est. Cost $89.97 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $351 Shares 684 Est. Cost $418.09 Unrealized +15.9%
QDF FLEXSHARES TR 0.1%
Value ($000) $350 Shares 6,650 Est. Cost $50.68 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $340 Shares 5,368 Est. Cost $48.61 Unrealized +7.4%
PLD PROLOGIS INC 0.1%
Value ($000) $337 Shares 2,987 Est. Cost $63.80 Unrealized +57.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $335 Shares 2,264 Est. Cost $89.97 Unrealized +58.2%
SYY SYSCO CORP 0.1%
Value ($000) $327 Shares 4,279 Est. Cost $72.98 Unrealized +1.3%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $317 Shares 9,175 Est. Cost $34.39 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $317 Shares 1,075 Est. Cost $22.46 Unrealized +24.9%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $317 Shares 4,411 Est. Cost $83.35 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $313 Shares 4,900 Est. Cost $48.60 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $313 Shares 8,053 Est. Cost $36.29 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $313 Shares 6,211 Est. Cost $40.86 Unrealized -0.8%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $312 Shares 2,210 Est. Cost $130.79 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $312 Shares 6,736 Est. Cost $42.28 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $306 Shares 1,276 Est. Cost $193.55 Unrealized +12.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $306 Shares 1,444 Est. Cost $174.09 Unrealized +7.2%
LOW LOWES COS INC 0.1%
Value ($000) $305 Shares 1,533 Est. Cost $149.23 Unrealized +26.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $305 Shares 559 Est. Cost $371.08 Unrealized +33.4%
JEPI J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM 0.1%
Value ($000) $305 Shares 5,595 Est. Cost $54.54 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $302 Shares 3,900 Est. Cost $57.49 Unrealized +14.9%
CLX CLOROX CO DEL 0.1%
Value ($000) $299 Shares 2,131 Est. Cost $128.51 Unrealized -0.5%
GVI ISHARES TR 0.1%
Value ($000) $297 Shares 2,897 Est. Cost $102.46 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $296 Shares 1,579 Est. Cost $115.62 Unrealized +46.5%
BP BP PLC 0.1%
Value ($000) $295 Shares 8,440 Est. Cost $29.23 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $284 Shares 1,207 Est. Cost $205.13 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $280 Shares 2,276 Est. Cost $227.66 Unrealized -16.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $278 Shares 3,495 Est. Cost $70.72 Unrealized 0.0%
PPG PPG INDS INC 0.1%
Value ($000) $276 Shares 2,197 Est. Cost $96.20 Unrealized +19.0%
MINT PIMCO ETF TR 0.1%
Value ($000) $268 Shares 2,716 Est. Cost $99.02 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $268 Shares 2,698 Est. Cost $72.40 Unrealized +20.9%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $267 Shares 5,641 Est. Cost $39.44 Unrealized +27.0%
REGL PROSHARES TR 0.1%
Value ($000) $267 Shares 3,730 Est. Cost $71.54 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $263 Shares 1,249 Est. Cost $250.40 Unrealized
IRM IRON MTN INC NEW 0.1%
Value ($000) $258 Shares 5,167 Est. Cost $34.71 Unrealized +29.6%
WPC W P CAREY INC 0.1%
Value ($000) $256 Shares 3,271 Est. Cost $81.61 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $252 Shares 2,014 Est. Cost $111.22 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $250 Shares 1,514 Est. Cost $107.54 Unrealized +41.3%
USMV ISHARES TR 0.1%
Value ($000) $247 Shares 3,432 Est. Cost $54.21 Unrealized
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $246 Shares 4,700 Est. Cost $41.51 Unrealized +22.6%
IBB ISHARES TR 0.1%
Value ($000) $245 Shares 1,868 Est. Cost $103.20 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $244 Shares 5,926 Est. Cost $18.89 Unrealized +105.8%
XBI SPDR SERIES TRUST 0.1%
Value ($000) $244 Shares 2,936 Est. Cost $83.00 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $243 Shares 4,170 Est. Cost $54.39 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $242 Shares 4,178 Est. Cost $57.81 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $241 Shares 4,220 Est. Cost $78.81 Unrealized -29.3%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $238 Shares 6,335 Est. Cost $31.86 Unrealized 0.0%
NVS NOVARTIS A G 0.1%
Value ($000) $236 Shares 2,605 Est. Cost $86.64 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $234 Shares 1,379 Est. Cost $154.34 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $232 Shares 3,771 Est. Cost $64.33 Unrealized
HYGV FLEXSHARES TR HIG YLD VL ETF 0.1%
Value ($000) $229 Shares 5,750 Est. Cost $39.84 Unrealized
SPHY SPDR SER TR 0.1%
Value ($000) $225 Shares 10,080 Est. Cost $26.34 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $221 Shares 4,131 Est. Cost $46.08 Unrealized 0.0%
FLOT ISHARES TR 0.1%
Value ($000) $220 Shares 4,377 Est. Cost $49.90 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $220 Shares 2,810 Est. Cost $70.16 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $220 Shares 5,580 Est. Cost $33.92 Unrealized 0.0%
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $219 Shares 3,844 Est. Cost $56.95 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $218 Shares 1,465 Est. Cost $147.72 Unrealized +1.0%
CANADIAN PAC RY LTD 0.1%
Value ($000) $214 Shares 2,875 Est. Cost $74.59 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $212 Shares 2,230 Est. Cost $80.87 Unrealized +0.0%
IHE ISHARES TR 0.1%
Value ($000) $205 Shares 1,100 Est. Cost $186.13 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $204 Shares 5,155 Est. Cost $37.92 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $203 Shares 1,174 Est. Cost $195.77 Unrealized -20.8%
ALB ALBEMARLE CORP 0.1%
Value ($000) $203 Shares 935 Est. Cost $243.01 Unrealized +4.8%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $202 Shares 1,580 Est. Cost $114.21 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $128 Shares 14,000 Est. Cost $9.40 Unrealized
DNP SELECT INCOME FD 0.0%
Value ($000) $115 Shares 10,200 Est. Cost $11.25 Unrealized
PGX INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $115 Shares 10,249 Est. Cost $11.18 Unrealized
EATON VANCE LTD DUR INCOME F 0.0%
Value ($000) $113 Shares 11,984 Est. Cost $9.26 Unrealized