HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 9, 2020

Total Value ($000): $223,636 (100.0% shares, 0.0% debt)

Holdings (326)

MSFT MICROSOFT CORP 7.6%
Value ($000) $17,099 Shares 81,299 Est. Cost $30.55 Unrealized +557.1%
AAPL APPLE PUTER INC 4.5%
Value ($000) $10,047 Shares 86,761 Est. Cost $82.04 Unrealized +29.2%
PG PROCTER & GAMBLE CO 3.6%
Value ($000) $8,122 Shares 58,431 Est. Cost $55.25 Unrealized +110.6%
SYK STRYKER CORP 3.3%
Value ($000) $7,484 Shares 35,920 Est. Cost $76.16 Unrealized +141.1%
ABT ABBOTT LABS 3.2%
Value ($000) $7,101 Shares 65,250 Est. Cost $37.61 Unrealized +145.6%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $6,149 Shares 41,298 Est. Cost $62.54 Unrealized +103.1%
MA MASTERCARD INCORPORATED 2.5%
Value ($000) $5,567 Shares 16,465 Est. Cost $114.01 Unrealized +176.9%
PEP PEPSICO INC 2.4%
Value ($000) $5,395 Shares 38,928 Est. Cost $59.03 Unrealized +95.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.3%
Value ($000) $5,149 Shares 30,235 Est. Cost $113.41 Unrealized
MMM 3M COMPANY 2.3%
Value ($000) $5,146 Shares 32,126 Est. Cost $63.71 Unrealized +73.3%
DHR DANAHER CORP 2.2%
Value ($000) $4,999 Shares 23,214 Est. Cost $65.02 Unrealized +167.2%
INTC INTEL CORP 2.1%
Value ($000) $4,683 Shares 90,435 Est. Cost $17.29 Unrealized +169.1%
GOOG ALPHABET INC 1.9%
Value ($000) $4,357 Shares 2,965 Est. Cost $42.66 Unrealized +77.5%
NKE NIKE INC 1.9%
Value ($000) $4,175 Shares 33,249 Est. Cost $70.41 Unrealized +41.5%
XILINX INC 1.9%
Value ($000) $4,141 Shares 39,734 Est. Cost $748.27 Unrealized
DIS DISNEY WALT CO 1.8%
Value ($000) $4,113 Shares 33,152 Est. Cost $102.88 Unrealized +18.7%
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $3,897 Shares 7,200 Est. Cost $4.37 Unrealized +165.3%
ROK ROCKWELL AUTOMATION INC 1.6%
Value ($000) $3,659 Shares 16,575 Est. Cost $147.89 Unrealized +37.7%
FISV FISERV INC 1.5%
Value ($000) $3,255 Shares 31,587 Est. Cost $58.03 Unrealized +71.6%
ADI ANALOG DEVICES INC 1.4%
Value ($000) $3,241 Shares 27,764 Est. Cost $64.63 Unrealized +64.7%
PYPL PAYPAL HOLDINGS INC 1.4%
Value ($000) $3,196 Shares 16,217 Est. Cost $89.24 Unrealized +110.5%
CVS CVS HEALTH CORPORATION 1.4%
Value ($000) $3,056 Shares 52,319 Est. Cost $54.99 Unrealized -4.7%
TDOC TELADOC HEALTH INC 1.3%
Value ($000) $3,004 Shares 13,700 Est. Cost $60.87 Unrealized +247.9%
WM WASTE MGMT INC 1.3%
Value ($000) $2,964 Shares 26,182 Est. Cost $64.67 Unrealized +56.7%
NYT NEW YORK TIMES CO 1.3%
Value ($000) $2,888 Shares 67,485 Est. Cost $30.20 Unrealized +37.5%
XYL XYLEM INC 1.3%
Value ($000) $2,820 Shares 33,525 Est. Cost $58.09 Unrealized +25.8%
AMAT APPLIED MATERIALS INC 1.2%
Value ($000) $2,787 Shares 46,877 Est. Cost $15.29 Unrealized +284.9%
MRK MERCK AND CO INC 1.2%
Value ($000) $2,775 Shares 33,450 Est. Cost $31.09 Unrealized +112.0%
CNI CANADIAN NATIONAL RAILWAY CO 1.2%
Value ($000) $2,649 Shares 24,880 Est. Cost $75.32 Unrealized +20.4%
UNILEVER PLC SPONSORED 1.2%
Value ($000) $2,633 Shares 42,695 Est. Cost $5107.71 Unrealized
APD AIR PRODUCTS & CHEMICAL INC 1.1%
Value ($000) $2,545 Shares 8,545 Est. Cost $63.41 Unrealized +297.0%
AMZN AMAZON.COM INC 1.1%
Value ($000) $2,525 Shares 802 Est. Cost $42.52 Unrealized +270.8%
CI CIGNA CORP 1.1%
Value ($000) $2,475 Shares 14,608 Est. Cost $190.77 Unrealized -15.6%
AMGN AMGEN INC 1.0%
Value ($000) $2,348 Shares 9,235 Est. Cost $74.60 Unrealized +180.9%
T A T & T INC 1.0%
Value ($000) $2,348 Shares 82,322 Est. Cost $14.12 Unrealized +10.2%
ADP AUTOMATIC DATA PROCESSING 1.0%
Value ($000) $2,340 Shares 16,785 Est. Cost $53.53 Unrealized +133.5%
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $2,128 Shares 33,446 Est. Cost $57.95 Unrealized
SYY SYSCO CORP 1.0%
Value ($000) $2,128 Shares 34,202 Est. Cost $24.91 Unrealized +102.5%
ATR APTAR GROUP INC 0.9%
Value ($000) $2,122 Shares 18,740 Est. Cost $101.14 Unrealized +7.8%
NVS NOVARTIS AG 0.9%
Value ($000) $2,097 Shares 24,110 Est. Cost $4513.92 Unrealized
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $1,992 Shares 8,563 Est. Cost $215.71 Unrealized +4.5%
ABBV ABBVIE INC 0.8%
Value ($000) $1,890 Shares 21,570 Est. Cost $26.55 Unrealized +187.4%
CHTR CHARTER COMMUNICATIONS INC 0.8%
Value ($000) $1,880 Shares 3,011 Est. Cost $214.89 Unrealized +174.6%
APH AMPHENOL CORP 0.8%
Value ($000) $1,840 Shares 17,000 Est. Cost $25.06 Unrealized 0.0%
STT STATE STREET CORP 0.7%
Value ($000) $1,667 Shares 28,096 Est. Cost $44.60 Unrealized +22.2%
GOOGL ALPHABET INC 0.6%
Value ($000) $1,409 Shares 961 Est. Cost $37.62 Unrealized +101.0%
CARR CARRIER GLOBAL CORP 0.6%
Value ($000) $1,397 Shares 45,785 Est. Cost $26.37 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,312 Shares 38,214 Est. Cost $53.65 Unrealized -39.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.6%
Value ($000) $1,305 Shares 31,925 Est. Cost $41.23 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $1,271 Shares 34,619 Est. Cost $16.68 Unrealized +62.5%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,222 Shares 18,635 Est. Cost $40.75 Unrealized +44.3%
TJX TJX COS INC 0.5%
Value ($000) $1,184 Shares 21,265 Est. Cost $32.26 Unrealized +55.1%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.5%
Value ($000) $1,183 Shares 22,675 Est. Cost $777.69 Unrealized
SPY SPDR S & P 500 ETF 0.5%
Value ($000) $1,176 Shares 3,512 Est. Cost $172.59 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $1,092 Shares 6,603 Est. Cost $30.47 Unrealized +381.4%
BRK/B BERKSHIRE HATHAWAY INC 0.5%
Value ($000) $1,056 Shares 4,958 Est. Cost $113.56 Unrealized +80.1%
JPM J P MORGAN CHASE & CO 0.4%
Value ($000) $915 Shares 9,507 Est. Cost $41.84 Unrealized +104.2%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $888 Shares 2,011 Est. Cost $95.77 Unrealized +325.4%
ILMN ILLUMINA INC 0.4%
Value ($000) $785 Shares 2,540 Est. Cost $294.62 Unrealized +17.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $763 Shares 21,260 Est. Cost $75.36 Unrealized
PCAR PACCAR INC 0.3%
Value ($000) $760 Shares 8,914 Est. Cost $21.67 Unrealized +112.1%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $759 Shares 12,592 Est. Cost $45.30 Unrealized +7.3%
PH PARKER HANNIFIN CORP 0.3%
Value ($000) $755 Shares 3,729 Est. Cost $75.97 Unrealized +140.6%
GNTX GENTEX CORP 0.3%
Value ($000) $712 Shares 27,660 Est. Cost $14.79 Unrealized +79.6%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $586 Shares 6,260 Est. Cost $33.08 Unrealized +157.6%
CTAS CINTAS CORP 0.3%
Value ($000) $579 Shares 1,741 Est. Cost $24.89 Unrealized +192.9%
CVX CHEVRON CORP 0.3%
Value ($000) $575 Shares 7,987 Est. Cost $71.53 Unrealized -7.0%
QCOM QUALM INC 0.3%
Value ($000) $570 Shares 4,840 Est. Cost $45.86 Unrealized +107.5%
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $553 Shares 3,800 Est. Cost $49.85 Unrealized +185.1%
IVV ISHARES CORE S&P 500 (MKT) ETF 0.2%
Value ($000) $536 Shares 1,596 Est. Cost $279.95 Unrealized
CSCO CISCO SYSTEM INC 0.2%
Value ($000) $518 Shares 13,131 Est. Cost $22.76 Unrealized +62.8%
WMT WALMART INC 0.2%
Value ($000) $508 Shares 3,630 Est. Cost $25.60 Unrealized +61.4%
IWV ISHARES RUS 3000 INDX ETF 0.2%
Value ($000) $466 Shares 2,379 Est. Cost $158.05 Unrealized
USB US BANCORP 0.2%
Value ($000) $462 Shares 12,855 Est. Cost $24.07 Unrealized +20.2%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $462 Shares 5,790 Est. Cost $59.43 Unrealized +31.3%
BSV VANGUARD BOND INDEX SHORT TERM BOND FUND ETF 0.2%
Value ($000) $446 Shares 5,375 Est. Cost $33.84 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $421 Shares 4,049 Est. Cost $59.22 Unrealized +45.6%
GENERAL ELECTRIC CO 0.2%
Value ($000) $408 Shares 65,519 Est. Cost $23.30 Unrealized
MKC MCCORMICK & CO NON VOTING 0.2%
Value ($000) $403 Shares 2,075 Est. Cost $40.57 Unrealized +116.1%
HD HOME DEPOT INC 0.2%
Value ($000) $397 Shares 1,429 Est. Cost $148.81 Unrealized +59.7%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $390 Shares 550 Est. Cost $152.50 Unrealized +47.2%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $386 Shares 5,000 Est. Cost $50.11 Unrealized +34.4%
ITOT ISHARES TR CORE S&P TOTAL U STK MKT ETF 0.2%
Value ($000) $355 Shares 4,704 Est. Cost $61.22 Unrealized
GWW GRAINGER WW INC 0.2%
Value ($000) $345 Shares 965 Est. Cost $193.73 Unrealized +67.4%
V VISA INC 0.1%
Value ($000) $316 Shares 1,580 Est. Cost $111.09 Unrealized +73.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $305 Shares 2,650 Est. Cost $49.81 Unrealized +112.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $299 Shares 2,095 Est. Cost $44.56 Unrealized +162.2%
ECL ECOLAB INC 0.1%
Value ($000) $294 Shares 1,471 Est. Cost $129.27 Unrealized +45.8%
COST COSTCO WHSL CORP 0.1%
Value ($000) $290 Shares 817 Est. Cost $164.25 Unrealized +88.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $283 Shares 1,020 Est. Cost $32.84 Unrealized +83.5%
D DOMINION ENERGY INC 0.1%
Value ($000) $271 Shares 3,445 Est. Cost $34.91 Unrealized +77.7%
UPS UNITED PARCEL SVC INC 0.1%
Value ($000) $267 Shares 1,600 Est. Cost $72.47 Unrealized +61.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $260 Shares 1,150 Est. Cost $95.42 Unrealized +122.5%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $260 Shares 1,907 Est. Cost $73.42 Unrealized +70.2%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $258 Shares 10,682 Est. Cost $16.19 Unrealized +34.8%
KO COCA COLA CO 0.1%
Value ($000) $250 Shares 5,045 Est. Cost $29.13 Unrealized +40.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $248 Shares 1,285 Est. Cost $96.68 Unrealized +73.0%
CDK GLOBAL INC 0.1%
Value ($000) $238 Shares 5,460 Est. Cost $40.81 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $233 Shares 1,065 Est. Cost $92.40 Unrealized +96.3%
LABORATORY CORP OF AMERICA HLDGS 0.1%
Value ($000) $226 Shares 1,200 Est. Cost $137.60 Unrealized
MKTX MARKETAXESS HOLDINGS 0.1%
Value ($000) $226 Shares 470 Est. Cost $257.26 Unrealized +80.9%
BABA ALIBABA GROUP HOLDINGS 0.1%
Value ($000) $226 Shares 770 Est. Cost $173.00 Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.1%
Value ($000) $223 Shares 666 Est. Cost $185.27 Unrealized +77.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $209 Shares 1,405 Est. Cost $54.58 Unrealized +132.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $204 Shares 2,034 Est. Cost $75.44 Unrealized +21.8%
UNILEVER NV NY SH 0.1%
Value ($000) $199 Shares 3,291 Est. Cost $39.31 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $198 Shares 925 Est. Cost $72.11 Unrealized +149.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $196 Shares 3,400 Est. Cost $48.56 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $195 Shares 2,425 Est. Cost $30.40 Unrealized +147.4%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $183 Shares 1,100 Est. Cost $61.72 Unrealized +126.6%
ORCL ORACLE CORP 0.1%
Value ($000) $182 Shares 3,045 Est. Cost $29.64 Unrealized +78.0%
DD DUPONT DE NEMOURS INC CORP 0.1%
Value ($000) $177 Shares 3,192 Est. Cost $25.91 Unrealized -18.6%
WFC WELLS FARGO & CO 0.1%
Value ($000) $173 Shares 7,339 Est. Cost $28.16 Unrealized -22.5%
CERNER CORPORATION 0.1%
Value ($000) $167 Shares 2,300 Est. Cost $56.38 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $167 Shares 425 Est. Cost $98.35 Unrealized +275.9%
VCSH VANGUARD SHORT-TERM CORPORATE BD FD 0.1%
Value ($000) $166 Shares 2,000 Est. Cost $83.00 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.1%
Value ($000) $165 Shares 1,250 Est. Cost $47.04 Unrealized +159.6%
TIP ISHARES LEHMAN TREAS ETF 0.1%
Value ($000) $152 Shares 1,200 Est. Cost $110.83 Unrealized
TT TRANE TECHNOLOGIES PLC CORP 0.1%
Value ($000) $146 Shares 1,200 Est. Cost $104.68 Unrealized 0.0%
ACGL ARCH CAPITAL GROUP LTD 0.1%
Value ($000) $139 Shares 4,739 Est. Cost $24.82 Unrealized +16.8%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $136 Shares 3,970 Est. Cost $32.22 Unrealized -3.2%
ANSYS INC 0.1%
Value ($000) $136 Shares 415 Est. Cost $174.40 Unrealized
GLW CORNING INC 0.1%
Value ($000) $130 Shares 4,005 Est. Cost $23.28 Unrealized +14.5%
BYND BEYOND MEAT INC 0.1%
Value ($000) $129 Shares 775 Est. Cost $92.75 Unrealized +46.0%
WAB WABTEC CORP 0.1%
Value ($000) $124 Shares 2,000 Est. Cost $75.21 Unrealized -17.3%
VZ VERIZON MUNICATIONS INC 0.1%
Value ($000) $124 Shares 2,086 Est. Cost $27.03 Unrealized +57.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $124 Shares 750 Est. Cost $74.28 Unrealized +79.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $120 Shares 2,075 Est. Cost $53.70 Unrealized 0.0%
NTR Nutrien Ltd CORP 0.1%
Value ($000) $118 Shares 3,000 Est. Cost $30.69 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $113 Shares 928 Est. Cost $104.29 Unrealized -10.0%
META FACEBOOK INC 0.0%
Value ($000) $110 Shares 420 Est. Cost $185.94 Unrealized +37.7%
DEO DIAGEO PLC SPONSORED 0.0%
Value ($000) $110 Shares 801 Est. Cost $109.91 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $105 Shares 1,575 Est. Cost $38.50 Unrealized +64.4%
SHW SHERWIN-WILLIAMS COMPANY 0.0%
Value ($000) $105 Shares 150 Est. Cost $151.50 Unrealized +37.5%
CRM SALESFORCE.COM 0.0%
Value ($000) $104 Shares 415 Est. Cost $140.84 Unrealized +53.6%
ROP ROPER TECHNOLOGIES INC. 0.0%
Value ($000) $103 Shares 260 Est. Cost $339.69 Unrealized +18.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $103 Shares 425 Est. Cost $138.94 Unrealized +56.0%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $101 Shares 180 Est. Cost $430.83 Unrealized +40.0%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $96 Shares 380 Est. Cost $140.25 Unrealized +91.9%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $95 Shares 605 Est. Cost $121.73 Unrealized +28.7%
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $92 Shares 11,880 Est. Cost $7.12 Unrealized -17.0%
PPG PPG INDS INC 0.0%
Value ($000) $92 Shares 750 Est. Cost $84.07 Unrealized +25.3%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.0%
Value ($000) $91 Shares 1,127 Est. Cost $74.53 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $91 Shares 460 Est. Cost $84.83 Unrealized +94.4%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $87 Shares 533 Est. Cost $113.36 Unrealized +43.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $84 Shares 1,950 Est. Cost $38.30 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $84 Shares 2,750 Est. Cost $15.76 Unrealized
OC OWENS CORNING 0.0%
Value ($000) $83 Shares 1,200 Est. Cost $45.91 Unrealized +39.7%
HPE HEWLETT PACKARD ENTERPRISE INC 0.0%
Value ($000) $82 Shares 8,732 Est. Cost $6.50 Unrealized +24.4%
FRCB FIRST REPUBLIC BANK SAN FRANCISCO CALIF 0.0%
Value ($000) $82 Shares 750 Est. Cost $96.76 Unrealized +12.9%
CTVA CORTEVA INC 0.0%
Value ($000) $79 Shares 2,727 Est. Cost $26.67 Unrealized -0.7%
LINDE PLC 0.0%
Value ($000) $78 Shares 325 Est. Cost $167.57 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $75 Shares 1,000 Est. Cost $48.18 Unrealized +34.4%
CMCSA COMCAST CORPORATION 0.0%
Value ($000) $74 Shares 1,610 Est. Cost $30.54 Unrealized +23.2%
AZO AUTOZONE INC 0.0%
Value ($000) $71 Shares 60 Est. Cost $563.59 Unrealized +109.6%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $70 Shares 200 Est. Cost $345.80 Unrealized 0.0%
PLUG PLUG POWER INC CORP 0.0%
Value ($000) $70 Shares 5,230 Est. Cost $8.90 Unrealized +23.8%
ETR ENTERGY CORP 0.0%
Value ($000) $69 Shares 700 Est. Cost $22.59 Unrealized +79.9%
GLAXOSMITHKLINE PLC SPONSORED 0.0%
Value ($000) $67 Shares 1,778 Est. Cost $40.87 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $67 Shares 145 Est. Cost $24.47 Unrealized +24.2%
TOTAL SE 0.0%
Value ($000) $67 Shares 1,960 Est. Cost $42.53 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $66 Shares 510 Est. Cost $80.17 Unrealized +54.7%
LAM RESEARCH CORP 0.0%
Value ($000) $66 Shares 200 Est. Cost $180.85 Unrealized
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $66 Shares 12,004 Est. Cost $175.66 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $65 Shares 833 Est. Cost $35.07 Unrealized +9.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $64 Shares 680 Est. Cost $49.75 Unrealized +64.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $63 Shares 550 Est. Cost $39.62 Unrealized +170.3%
IJH ISHARES CORE SP MID CAP ETF 0.0%
Value ($000) $62 Shares 335 Est. Cost $205.97 Unrealized
IJR ISHARES CORP SP SMALL CAP ETF 0.0%
Value ($000) $61 Shares 864 Est. Cost $80.75 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $57 Shares 300 Est. Cost $167.00 Unrealized 0.0%
EQNR EQUINOR ASA 0.0%
Value ($000) $57 Shares 4,025 Est. Cost $26.36 Unrealized
SEATTLE GENETICS INC 0.0%
Value ($000) $57 Shares 290 Est. Cost $109.87 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $56 Shares 265 Est. Cost $133.36 Unrealized +31.1%
BIDU BAIDU INC SPON 0.0%
Value ($000) $52 Shares 410 Est. Cost $172919.52 Unrealized
FOX FOX CORP 0.0%
Value ($000) $51 Shares 1,825 Est. Cost $31.44 Unrealized -21.8%
EPD ENTERPRISE PRODUCT PARTNERS LP 0.0%
Value ($000) $51 Shares 3,200 Est. Cost $26.56 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $50 Shares 770 Est. Cost $41.28 Unrealized +47.6%
XYZ SQUARE INC CORP 0.0%
Value ($000) $49 Shares 300 Est. Cost $70.61 Unrealized +99.9%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $47 Shares 980 Est. Cost $39.90 Unrealized +39.2%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $39.63 Unrealized +15.1%
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $46 Shares 610 Est. Cost $54.23 Unrealized +52.9%
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $45 Shares 860 Est. Cost $48.71 Unrealized -0.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $44 Shares 180 Est. Cost $22.36 Unrealized +86.1%
RCL ROYAL CARIBBEAN CRUISES L 0.0%
Value ($000) $42 Shares 650 Est. Cost $102.67 Unrealized -43.6%
BYD BOYD GAMING CORP 0.0%
Value ($000) $42 Shares 1,380 Est. Cost $22.44 Unrealized +7.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $42 Shares 495 Est. Cost $35.88 Unrealized +94.6%
TRMB TRIMBLE INCORPORATED 0.0%
Value ($000) $40 Shares 820 Est. Cost $37.58 Unrealized +27.1%
ALLE ALLEGION PLC 0.0%
Value ($000) $40 Shares 400 Est. Cost $69.67 Unrealized +35.8%
MTCH MATCH GROUP INC CORP 0.0%
Value ($000) $40 Shares 366 Est. Cost $103.47 Unrealized 0.0%
CEDAR FAIR LP DEPOSITARY UNIT 0.0%
Value ($000) $39 Shares 1,400 Est. Cost $65.00 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $39 Shares 80 Est. Cost $89.31 Unrealized 0.0%
IR INGERSOLL RAND INC CORP 0.0%
Value ($000) $38 Shares 1,058 Est. Cost $33.31 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $38 Shares 1,982 Est. Cost $9.12 Unrealized +66.2%
ADM ARCHER-DANIELS-MIDLAND COMPANY 0.0%
Value ($000) $37 Shares 800 Est. Cost $29.61 Unrealized +27.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $36.88 Unrealized -3.7%
WY WEYERHAEUSER CO 0.0%
Value ($000) $37 Shares 1,304 Est. Cost $19.19 Unrealized +16.3%
TGT TARGET CORP 0.0%
Value ($000) $37 Shares 240 Est. Cost $78.54 Unrealized +51.1%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $35 Shares 450 Est. Cost $54.64 Unrealized +24.4%
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $35 Shares 239 Est. Cost $124.18 Unrealized 0.0%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $34 Shares 500 Est. Cost $40.00 Unrealized
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $34 Shares 300 Est. Cost $54.99 Unrealized +93.8%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $33 Shares 180 Est. Cost $133.61 Unrealized
ALV AUTOLIV 0.0%
Value ($000) $33 Shares 450 Est. Cost $62.52 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $33 Shares 200 Est. Cost $133.44 Unrealized +27.7%
SRE SEMPRA ENERGY 0.0%
Value ($000) $31 Shares 260 Est. Cost $59.96 Unrealized -13.9%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $30 Shares 1,180 Est. Cost $16.43 Unrealized +67.5%
DOW DOW INC 0.0%
Value ($000) $30 Shares 644 Est. Cost $36.37 Unrealized -7.9%
II VI INC 0.0%
Value ($000) $30 Shares 732 Est. Cost $9398.81 Unrealized
AIT APPLIED INDUSTRIAL TECHNOLIGIES INC 0.0%
Value ($000) $30 Shares 540 Est. Cost $57.52 Unrealized 0.0%
CUBIC CORP 0.0%
Value ($000) $29 Shares 495 Est. Cost $60.31 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $29 Shares 670 Est. Cost $46.08 Unrealized -11.0%
DUNKIN BRANDS GROUP INC 0.0%
Value ($000) $29 Shares 350 Est. Cost $42.55 Unrealized
CYRUSONE INC. 0.0%
Value ($000) $29 Shares 420 Est. Cost $57.91 Unrealized
FARO TECHNOLOGIES INC 0.0%
Value ($000) $28 Shares 455 Est. Cost $57.06 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $28 Shares 135 Est. Cost $107.52 Unrealized +75.7%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $28 Shares 130 Est. Cost $121.47 Unrealized +57.1%
BLACKROCK INC 0.0%
Value ($000) $28 Shares 50 Est. Cost $500.00 Unrealized
FIS FIDELITY NATIONAL INFORMATIONAL SVCS 0.0%
Value ($000) $27 Shares 185 Est. Cost $117.12 Unrealized +10.0%
HD SUPPLY HLDGS INC. 0.0%
Value ($000) $26 Shares 620 Est. Cost $15146.83 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $25 Shares 2,170 Est. Cost $15.16 Unrealized -21.6%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $25 Shares 600 Est. Cost $32.68 Unrealized -3.7%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $25 Shares 350 Est. Cost $62.04 Unrealized -1.7%
VIACOMCBS INC CORP 0.0%
Value ($000) $24 Shares 872 Est. Cost $42.43 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $23 Shares 230 Est. Cost $47.61 Unrealized +87.3%
EVOQUA WATER TECHNOLOGIES CORP 0.0%
Value ($000) $23 Shares 1,080 Est. Cost $17.58 Unrealized
TENB TENABLE HOLDINGS INC CORP 0.0%
Value ($000) $23 Shares 610 Est. Cost $31.52 Unrealized +8.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $22 Shares 252 Est. Cost $57.07 Unrealized +24.1%
DE DEERE & CO 0.0%
Value ($000) $22 Shares 100 Est. Cost $143.98 Unrealized +24.9%
AAP ADVANCED AUTO PARTS INC 0.0%
Value ($000) $21 Shares 140 Est. Cost $88.61 Unrealized +50.5%
CE CELANESE CORPORATION 0.0%
Value ($000) $21 Shares 200 Est. Cost $109.79 Unrealized -17.3%
INVESCO RUSSELL 1000 ENHANCED EQUAL WEIGHT INVES ENHAN EQL WGT ETF 0.0%
Value ($000) $21 Shares 800 Est. Cost $27.61 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $20 Shares 1,280 Est. Cost $10.69 Unrealized +26.3%
IAC/INTERACTIVECORP IAC INTERACTIVE CORP 0.0%
Value ($000) $20 Shares 170 Est. Cost $117.65 Unrealized
MET METLIFE INC 0.0%
Value ($000) $20 Shares 535 Est. Cost $34.85 Unrealized -8.2%
WERN WERNER ENTERPRISES INC 0.0%
Value ($000) $19 Shares 450 Est. Cost $39.31 Unrealized +12.7%
COP CONOCOPHILLIPS COMPANY 0.0%
Value ($000) $19 Shares 580 Est. Cost $40.62 Unrealized -23.2%
FORM FORMFACTOR INC 0.0%
Value ($000) $19 Shares 750 Est. Cost $18.33 Unrealized +52.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $18 Shares 290 Est. Cost $60.21 Unrealized -6.8%
XLRE SELECT SECTOR SPDR TR REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $18 Shares 502 Est. Cost $33.86 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $18 Shares 750 Est. Cost $66.29 Unrealized
LASR N LIGHT INC 0.0%
Value ($000) $18 Shares 750 Est. Cost $22.96 Unrealized +0.1%
AVAV AEROVIRONMENT INC CORP 0.0%
Value ($000) $18 Shares 295 Est. Cost $69.43 Unrealized +7.0%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $18 Shares 1,520 Est. Cost $11.47 Unrealized +13.2%
AEIS ADVANCED ENERGY INDUSTRIES 0.0%
Value ($000) $17 Shares 270 Est. Cost $65.76 Unrealized +4.2%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $17 Shares 230 Est. Cost $35.33 Unrealized +26.5%
DISCOVERY INC SER C 0.0%
Value ($000) $16 Shares 840 Est. Cost $24.03 Unrealized
FIREEYE INC 0.0%
Value ($000) $15 Shares 1,200 Est. Cost $4391.41 Unrealized
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $15 Shares 290 Est. Cost $47.69 Unrealized +11.7%
ALC ALCON AG CORP 0.0%
Value ($000) $14 Shares 246 Est. Cost $59.15 Unrealized -1.9%
WSO WATSCO INC 0.0%
Value ($000) $14 Shares 60 Est. Cost $165.20 Unrealized +36.4%
WES WESTERN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $14 Shares 1,753 Est. Cost $31.37 Unrealized
CAE CAE INDS LTD 0.0%
Value ($000) $13 Shares 920 Est. Cost $13.95 Unrealized +8.4%
CVLT COMMVAULT SYS INC 0.0%
Value ($000) $13 Shares 320 Est. Cost $41.12 Unrealized 0.0%
MEOH METHANEX CORPORATION 0.0%
Value ($000) $13 Shares 550 Est. Cost $33.44 Unrealized -36.5%
PRKS Seaworld Entertainment INC CORP 0.0%
Value ($000) $13 Shares 640 Est. Cost $20.29 Unrealized -10.0%
NATIONAL WESTERN LIFE INSURANCE CO 0.0%
Value ($000) $13 Shares 73 Est. Cost $215.05 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $12 Shares 760 Est. Cost $54.65 Unrealized -69.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $12 Shares 189 Est. Cost $56.47 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $12 Shares 740 Est. Cost $12.99 Unrealized +9.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $12 Shares 170 Est. Cost $65.14 Unrealized -8.0%
RARE ULTRAGENYX PHARMACEUTICAL INC CORP 0.0%
Value ($000) $12 Shares 140 Est. Cost $53.15 Unrealized +55.9%
LIBERTY SIRIUSXM GROUP 0.0%
Value ($000) $12 Shares 350 Est. Cost $36.65 Unrealized
ALK ALASKA AIR GROUP 0.0%
Value ($000) $11 Shares 290 Est. Cost $66.14 Unrealized -43.4%
MGNX MACROGENICS INC 0.0%
Value ($000) $11 Shares 450 Est. Cost $14.37 Unrealized +90.0%
ROG ROGERS CORP 0.0%
Value ($000) $11 Shares 110 Est. Cost $117.59 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 75 Est. Cost $85.25 Unrealized +78.3%
SERVICESOURCE INTERNATIONAL INC 0.0%
Value ($000) $11 Shares 7,216 Est. Cost $1.25 Unrealized
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $11 Shares 871 Est. Cost $16.80 Unrealized -18.3%
TE CONNECTIVITY LTD 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
HXL HEXCEL CORP 0.0%
Value ($000) $10 Shares 310 Est. Cost $45.37 Unrealized -11.1%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $10 Shares 750 Est. Cost $16.13 Unrealized -11.2%
MSGS MADISON SQUARE GARDEN SPORTS CORP 0.0%
Value ($000) $9 Shares 60 Est. Cost $142.19 Unrealized +10.4%
ATALASSIAN CORP PLC 0.0%
Value ($000) $9 Shares 50 Est. Cost $120.00 Unrealized
SPLUNK INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $40.00 Unrealized
FIBROGEN INC 0.0%
Value ($000) $9 Shares 210 Est. Cost $28.82 Unrealized
ESPR ESPERION THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 220 Est. Cost $36.00 Unrealized +10.0%
CYTK CYTOKINETICS INC 0.0%
Value ($000) $8 Shares 390 Est. Cost $16.22 Unrealized +44.2%
WESTROCK 0.0%
Value ($000) $8 Shares 225 Est. Cost $62.22 Unrealized
ATARA BIOTHERAPEUTICS INC 0.0%
Value ($000) $7 Shares 560 Est. Cost $15.18 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $7 Shares 760 Est. Cost $27.18 Unrealized -70.9%
INTRA-CELLULAR THERAPIES INC 0.0%
Value ($000) $7 Shares 270 Est. Cost $25.93 Unrealized
INTERCEPT PHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 140 Est. Cost $66.59 Unrealized
PTCT PTC THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 120 Est. Cost $27.15 Unrealized +81.3%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $6 Shares 940 Est. Cost $20.30 Unrealized -60.0%
UCTT ULTRA CLEAN HOLDINGS INC CORP 0.0%
Value ($000) $6 Shares 260 Est. Cost $22.07 Unrealized +10.0%
CCL CARNIVAL CORPORATION 0.0%
Value ($000) $6 Shares 400 Est. Cost $46.80 Unrealized -67.0%
WORLD WRESTLING ENTERTAINMENT INC 0.0%
Value ($000) $6 Shares 140 Est. Cost $25.97 Unrealized
ALTERYX INC CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $100.00 Unrealized
LIMELIGHT NETWORKS INC 0.0%
Value ($000) $6 Shares 1,090 Est. Cost $5.50 Unrealized
CARA THERAPEUTICS INC CORP 0.0%
Value ($000) $5 Shares 390 Est. Cost $16.20 Unrealized
AERIE PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 400 Est. Cost $16.25 Unrealized
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $5 Shares 820 Est. Cost $7.60 Unrealized
SSP SCRIPPS E W INC 0.0%
Value ($000) $5 Shares 480 Est. Cost $10.92 Unrealized -24.8%
SAGE THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.50 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $86.79 Unrealized 0.0%
DDOG DATADOG INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $87.05 Unrealized 0.0%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $39.64 Unrealized +71.0%
JD JD INC SPONSORED REPSTG 0.0%
Value ($000) $4 Shares 50 Est. Cost $40.00 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value ($000) $4 Shares 390 Est. Cost $15.03 Unrealized -18.3%
IMMUNOGEN INC 0.0%
Value ($000) $4 Shares 1,040 Est. Cost $4.44 Unrealized
NOK NOKIA CORP SPONSORED 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $5.50 Unrealized
PRTA PROTHENA CORP PLC 0.0%
Value ($000) $3 Shares 330 Est. Cost $19.56 Unrealized -38.5%
UFI UNIFI INC 0.0%
Value ($000) $3 Shares 270 Est. Cost $20.43 Unrealized -38.9%
M MACYS INC 0.0%
Value ($000) $3 Shares 480 Est. Cost $38.11 Unrealized -82.5%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $45.90 Unrealized -62.0%
CARS CARS.COM INC 0.0%
Value ($000) $3 Shares 316 Est. Cost $26.86 Unrealized -71.1%
VTR VENTAS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $42.58 Unrealized -22.4%
LIBERTY SIRIUS GROUP 0.0%
Value ($000) $2 Shares 66 Est. Cost $32.34 Unrealized
CORBUS PHARMACEUTICALS HOLDINGS INC CORP 0.0%
Value ($000) $2 Shares 1,180 Est. Cost $1.69 Unrealized
AVGO Broadcom INC CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $29.64 Unrealized 0.0%
DXC DXC TECHNOLOGY 0.0%
Value ($000) $2 Shares 120 Est. Cost $62.87 Unrealized -71.0%
TWITTER INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $20.00 Unrealized
SMARTSHEET INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
PERSPECTA INC CORP 0.0%
Value ($000) $1 Shares 59 Est. Cost $2.36 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 134 Est. Cost $41.72 Unrealized -68.2%
MICRO FOCUS INTERNATIONAL PLC 0.0%
Value ($000) $1 Shares 160 Est. Cost $14.33 Unrealized
QEP RESOURCES INC 0.0%
Value ($000) $1 Shares 1,220 Est. Cost $7.30 Unrealized
SJM JM SMUCKER COMPANY 0.0%
Value ($000) $1 Shares 7 Est. Cost $95.95 Unrealized -2.6%
NORDSTROM INC 0.0%
Value ($000) $1 Shares 70 Est. Cost $43442.86 Unrealized
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 350 Est. Cost $10.79 Unrealized -83.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.37 Unrealized 0.0%
ZUORA INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
KOF COCA-COLA FEMSA S A B DE C V SPONSORED REPSTG 10 SHS 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
HIGHPOINT RESOURCES CORP 0.0%
Value ($000) $1 Shares 2,400 Est. Cost $3.42 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $59.17 Unrealized -50.9%
OXY/WS OCCIDENTAL PETROLEUM CORP EQY WARRANT 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized