HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 11, 2024

Total Value ($000): $261 (100.0% shares, 0.0% debt)

Holdings (257)

MSFT MICROSOFT CORP 8.8%
Value ($000) $23 Shares 61,072 Est. Cost $30.55 Unrealized +1046.8%
AAPL APPLE COMPUTER INC 4.5%
Value ($000) $12 Shares 60,627 Est. Cost $85.20 Unrealized +114.6%
SYK STRYKER CORP 3.4%
Value ($000) $9 Shares 29,570 Est. Cost $78.32 Unrealized +250.9%
VTI VANGUARD TOTAL STOCK MARKET 3.1%
Value ($000) $8 Shares 33,911 Est. Cost $120.83 Unrealized
PG PROCTER & GAMBLE CO 3.1%
Value ($000) $8 Shares 54,453 Est. Cost $56.19 Unrealized +150.2%
ABT ABBOTT LABS 2.6%
Value ($000) $7 Shares 62,022 Est. Cost $41.60 Unrealized +130.9%
GOOG ALPHABET INC 2.5%
Value ($000) $7 Shares 47,025 Est. Cost $107.07 Unrealized +25.8%
MA MASTERCARD INCORPORATED 2.4%
Value ($000) $6 Shares 14,683 Est. Cost $114.01 Unrealized +248.3%
AMAT APPLIED MATERIALS INC 2.3%
Value ($000) $6 Shares 36,483 Est. Cost $15.29 Unrealized +842.6%
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $6 Shares 11,918 Est. Cost $16.57 Unrealized +179.5%
CARR CARRIER GLOBAL CORP 2.2%
Value ($000) $6 Shares 100,445 Est. Cost $33.02 Unrealized +56.1%
PEP PEPSICO INC 2.1%
Value ($000) $6 Shares 32,606 Est. Cost $59.03 Unrealized +160.5%
ROK ROCKWELL AUTOMATION INC 2.1%
Value ($000) $6 Shares 17,749 Est. Cost $161.01 Unrealized +67.8%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $5 Shares 34,458 Est. Cost $62.54 Unrealized +129.6%
ADI ANALOG DEVICES INC 1.8%
Value ($000) $5 Shares 23,987 Est. Cost $65.21 Unrealized +164.1%
WM WASTE MGMT INC 1.8%
Value ($000) $5 Shares 26,495 Est. Cost $70.16 Unrealized +131.5%
CVS CVS HEALTH CORPORATION 1.8%
Value ($000) $5 Shares 60,048 Est. Cost $56.00 Unrealized +16.8%
AMD ADVANCED MICRO DEVICES INC 1.8%
Value ($000) $5 Shares 31,598 Est. Cost $119.38 Unrealized -1.3%
TJX TJX COS INC NEW 1.8%
Value ($000) $5 Shares 48,927 Est. Cost $59.78 Unrealized +46.0%
DHR DANAHER CORP 1.7%
Value ($000) $5 Shares 19,719 Est. Cost $77.39 Unrealized +171.8%
IBM INTERNATIONAL BUSINESS MACHINES 1.7%
Value ($000) $4 Shares 27,378 Est. Cost $121.42 Unrealized +16.5%
APH AMPHENOL CORP 1.7%
Value ($000) $4 Shares 44,422 Est. Cost $29.80 Unrealized +45.6%
CI CIGNA GROUP 1.6%
Value ($000) $4 Shares 13,573 Est. Cost $190.77 Unrealized +47.2%
NKE NIKE INC 1.5%
Value ($000) $4 Shares 37,095 Est. Cost $75.72 Unrealized +36.0%
ADP AUTOMATIC DATA PROCESSING 1.4%
Value ($000) $4 Shares 16,165 Est. Cost $53.53 Unrealized +314.8%
XYL XYLEM INC 1.4%
Value ($000) $4 Shares 32,442 Est. Cost $60.70 Unrealized +60.4%
NYT NEW YORK TIMES CO 1.4%
Value ($000) $4 Shares 74,450 Est. Cost $30.45 Unrealized +41.2%
MDT MEDTRONIC PLC 1.4%
Value ($000) $4 Shares 43,890 Est. Cost $79.35 Unrealized -10.0%
CNI CANADIAN NATIONAL RAILWAY CO 1.4%
Value ($000) $4 Shares 28,717 Est. Cost $80.76 Unrealized +34.3%
ATR APTAR GROUP INC 1.2%
Value ($000) $3 Shares 25,600 Est. Cost $104.03 Unrealized +17.4%
MRK MERCK AND CO INC 1.2%
Value ($000) $3 Shares 29,000 Est. Cost $32.58 Unrealized +197.1%
ABBV ABBVIE INC 1.1%
Value ($000) $3 Shares 18,500 Est. Cost $26.55 Unrealized +411.2%
NVS NOVARTIS AG 1.1%
Value ($000) $3 Shares 27,797 Est. Cost $3912.84 Unrealized
UNILEVER PLC SPONSORED 1.0%
Value ($000) $3 Shares 55,991 Est. Cost $1051.74 Unrealized
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $3 Shares 10,967 Est. Cost $219.53 Unrealized +7.7%
MMM 3M COMPANY 1.0%
Value ($000) $2 Shares 22,766 Est. Cost $63.71 Unrealized +18.6%
FISV FISERV INC 0.9%
Value ($000) $2 Shares 18,015 Est. Cost $58.03 Unrealized +111.4%
SYY SYSCO CORP 0.9%
Value ($000) $2 Shares 32,182 Est. Cost $24.91 Unrealized +160.5%
APD AIR PRODUCTS & CHEMICAL INC 0.9%
Value ($000) $2 Shares 8,160 Est. Cost $72.05 Unrealized +259.7%
AMZN AMAZON.COM INC 0.8%
Value ($000) $2 Shares 14,120 Est. Cost $121.25 Unrealized +15.6%
AMGN AMGEN INC 0.8%
Value ($000) $2 Shares 7,130 Est. Cost $80.85 Unrealized +215.5%
SPY SPDR S & P 500 0.8%
Value ($000) $2 Shares 4,242 Est. Cost $172.48 Unrealized
EFA ISHARES MSCI EAFE 0.7%
Value ($000) $2 Shares 23,925 Est. Cost $57.95 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 0.7%
Value ($000) $2 Shares 36,188 Est. Cost $38.86 Unrealized
CCK CROWN HOLDINGS INC 0.7%
Value ($000) $2 Shares 18,690 Est. Cost $87.26 Unrealized -5.1%
EMR EMERSON ELEC CO 0.6%
Value ($000) $2 Shares 15,725 Est. Cost $40.75 Unrealized +116.2%
PH PARKER HANNIFIN CORP 0.5%
Value ($000) $1 Shares 3,033 Est. Cost $75.97 Unrealized +435.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK 0.5%
Value ($000) $1 Shares 23,514 Est. Cost $741.31 Unrealized
PCAR PACCAR INC 0.5%
Value ($000) $1 Shares 13,371 Est. Cost $35.82 Unrealized +128.3%
STT STATE STREET CORP 0.5%
Value ($000) $1 Shares 15,650 Est. Cost $44.60 Unrealized +45.3%
GOOGL ALPHABET INC 0.4%
Value ($000) $1 Shares 8,230 Est. Cost $107.12 Unrealized +24.5%
CHTR CHARTER COMMUNICATIONS INC 0.4%
Value ($000) $1 Shares 2,870 Est. Cost $214.89 Unrealized +89.8%
T A T & T INC 0.4%
Value ($000) $1 Shares 64,587 Est. Cost $14.12 Unrealized +0.7%
BRK/B BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $1 Shares 3,028 Est. Cost $118.53 Unrealized +196.1%
ZTS ZOETIS INC 0.4%
Value ($000) $1 Shares 5,277 Est. Cost $30.47 Unrealized +467.2%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1 Shares 10,337 Est. Cost $53.65 Unrealized +81.9%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1 Shares 6,015 Est. Cost $52.72 Unrealized +174.8%
GE GENERAL ELECTRIC CO CORP 0.4%
Value ($000) $1 Shares 7,563 Est. Cost $62.95 Unrealized +45.3%
INTC INTEL CORP 0.4%
Value ($000) $1 Shares 19,200 Est. Cost $17.29 Unrealized +131.6%
PFE PFIZER INC 0.4%
Value ($000) $1 Shares 33,294 Est. Cost $16.68 Unrealized +58.3%
CTAS CINTAS CORP 0.4%
Value ($000) $1 Shares 1,560 Est. Cost $24.89 Unrealized +429.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1 Shares 1,586 Est. Cost $95.77 Unrealized +402.0%
IWV ISHARES RUS 3000 INDX 0.3%
Value ($000) $1 Shares 3,011 Est. Cost $178.57 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1 Shares 2,009 Est. Cost $196.62 Unrealized +49.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $1 Shares 4,760 Est. Cost $50.61 Unrealized +133.8%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value ($000) $1 Shares 1,346 Est. Cost $279.95 Unrealized
GNTX GENTEX CORP 0.2%
Value ($000) $1 Shares 19,360 Est. Cost $14.79 Unrealized +108.9%
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $1 Shares 3,250 Est. Cost $49.85 Unrealized +241.7%
VLTO VERALTO CORP 0.2%
Value ($000) $1 Shares 7,279 Est. Cost $73.75 Unrealized 0.0%
GWW GRAINGER WW INC 0.2%
Value ($000) $1 Shares 680 Est. Cost $193.73 Unrealized +290.4%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $1 Shares 5,650 Est. Cost $33.08 Unrealized +169.8%
ITOT ISHARES TR CORE S&P TOTAL U STK MKT 0.2%
Value ($000) $0 Shares 4,704 Est. Cost $61.22 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $0 Shares 2,346 Est. Cost $139.92 Unrealized +25.7%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.2%
Value ($000) $0 Shares 2,250 Est. Cost $116.96 Unrealized +52.3%
V VISA INC 0.2%
Value ($000) $0 Shares 1,776 Est. Cost $149.11 Unrealized +62.7%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $0 Shares 1,240 Est. Cost $154.11 Unrealized +102.9%
ILMN ILLUMINA INC 0.2%
Value ($000) $0 Shares 3,135 Est. Cost $301.99 Unrealized -61.8%
VEU VANGUARD INTL EQUITY INDEX 0.2%
Value ($000) $0 Shares 7,646 Est. Cost $38.46 Unrealized
WMT WALMART INC 0.2%
Value ($000) $0 Shares 2,690 Est. Cost $25.93 Unrealized +99.2%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $0 Shares 8,170 Est. Cost $25.42 Unrealized +88.7%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $0 Shares 1,175 Est. Cost $278.93 Unrealized +6.9%
USB US BANCORP NEW 0.2%
Value ($000) $0 Shares 9,070 Est. Cost $24.07 Unrealized +37.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 1,280 Est. Cost $54.58 Unrealized +360.3%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $0 Shares 4,635 Est. Cost $71.19 Unrealized -2.3%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $0 Shares 1,860 Est. Cost $49.81 Unrealized +275.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $0 Shares 468 Est. Cost $312.22 Unrealized +83.7%
BSV VANGUARD BOND INDEX SHORT TERM BOND FUND 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $47.69 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 1,266 Est. Cost $168.12 Unrealized +28.2%
TT TRANE TECHNOLOGIES PLC CORP COMMON 0.1%
Value ($000) $0 Shares 1,200 Est. Cost $104.68 Unrealized +105.0%
IDXX IDEXX LABS INC 0.1%
Value ($000) $0 Shares 510 Est. Cost $227.30 Unrealized +106.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 1,650 Est. Cost $44.56 Unrealized +226.5%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $0 Shares 2,699 Est. Cost $90.83 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $0 Shares 5,345 Est. Cost $35.30 Unrealized +23.7%
FDS FACTSET RESEARCH SYSTEMS 0.1%
Value ($000) $0 Shares 575 Est. Cost $185.27 Unrealized +137.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $0 Shares 1,449 Est. Cost $75.44 Unrealized +108.1%
BAC BANK OF AMERICA CORP NEW 0.1%
Value ($000) $0 Shares 7,957 Est. Cost $17.20 Unrealized +60.5%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $0 Shares 1,065 Est. Cost $158.42 Unrealized +32.1%
XMQTX BLACKROCK MUNIYIELD QUALITY FUND II INC 0.1%
Value ($000) $0 Shares 25,190 Est. Cost $0.01 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $0 Shares 880 Est. Cost $74.85 Unrealized +78.6%
INTU INTUIT INC 0.1%
Value ($000) $0 Shares 400 Est. Cost $403.22 Unrealized +35.1%
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 4,250 Est. Cost $29.13 Unrealized +82.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $0 Shares 930 Est. Cost $96.68 Unrealized +135.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $0 Shares 1,135 Est. Cost $107.54 Unrealized +60.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 799 Est. Cost $92.40 Unrealized +179.9%
UPS UNITED PARCEL SVC INC 0.1%
Value ($000) $0 Shares 1,510 Est. Cost $75.61 Unrealized +77.6%
MKC MCCORMICK & CO 0.1%
Value ($000) $0 Shares 3,210 Est. Cost $62.69 Unrealized -1.2%
LABORATORY CORP OF AMERICA HLDGS 0.1%
Value ($000) $0 Shares 965 Est. Cost $137.60 Unrealized
FDGRX FIDELITY GROWTH COMPANY 0.1%
Value ($000) $0 Shares 6,818 Est. Cost $37.76 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $0 Shares 960 Est. Cost $61.72 Unrealized +215.5%
ACGL ARCH CAPITAL GROUP LTD 0.1%
Value ($000) $0 Shares 2,881 Est. Cost $77.71 Unrealized 0.0%
BIV VANGUARD INTERMEDIATE TERM BOND 0.1%
Value ($000) $0 Shares 2,675 Est. Cost $0.08 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $0 Shares 4,007 Est. Cost $28.16 Unrealized +45.7%
GEHC GE HEALTHCARE TECHNOLOGIES INC CORP 0.1%
Value ($000) $0 Shares 2,468 Est. Cost $71.08 Unrealized -1.8%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $0 Shares 120 Est. Cost $1188.00 Unrealized +19.3%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $0 Shares 775 Est. Cost $72.11 Unrealized +177.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $0 Shares 2,970 Est. Cost $57.23 Unrealized -6.6%
OC OWENS CORNING 0.1%
Value ($000) $0 Shares 1,200 Est. Cost $45.91 Unrealized +188.5%
VCSH VANGUARD SHORT-TERM CORPORATE BD FD 0.1%
Value ($000) $0 Shares 2,260 Est. Cost $0.08 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $0 Shares 2,150 Est. Cost $50.11 Unrealized +43.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $0 Shares 2,350 Est. Cost $48.56 Unrealized +32.4%
CVX CHEVRON CORP (NEW) 0.1%
Value ($000) $0 Shares 1,129 Est. Cost $77.40 Unrealized +78.0%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $0 Shares 12,004 Est. Cost $175.66 Unrealized
HEINY HEINEKEN N V 0.1%
Value ($000) $0 Shares 3,194 Est. Cost $0.05 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 260 Est. Cost $339.69 Unrealized +49.6%
CRM SALESFORCE INC 0.1%
Value ($000) $0 Shares 540 Est. Cost $152.88 Unrealized +46.3%
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $0 Shares 650 Est. Cost $151.48 Unrealized +15.6%
MKTX MARKETAXESS HOLDINGS 0.1%
Value ($000) $0 Shares 470 Est. Cost $262.47 Unrealized -11.0%
SHW SHERWIN-WILLIAMS COMPANY 0.1%
Value ($000) $0 Shares 430 Est. Cost $224.06 Unrealized +17.8%
TOTALENERGIES SE 0.1%
Value ($000) $0 Shares 1,960 Est. Cost $42.19 Unrealized
TIP ISHARES LEHMAN TREAS 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $110.83 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $0 Shares 540 Est. Cost $121.73 Unrealized +68.7%
LIN LINDE PLC NEW 0.0%
Value ($000) $0 Shares 300 Est. Cost $322.30 Unrealized +19.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $219.65 Unrealized +68.2%
WBD WARNER BROS. DISCOVERY 0.0%
Value ($000) $0 Shares 10,702 Est. Cost $13.59 Unrealized -20.6%
ANSYS INC 0.0%
Value ($000) $0 Shares 325 Est. Cost $174.40 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 2,425 Est. Cost $34.91 Unrealized +15.0%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 750 Est. Cost $84.07 Unrealized +53.3%
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $0 Shares 9,060 Est. Cost $7.12 Unrealized +47.7%
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $29.64 Unrealized +260.0%
MBB ISHARES MBS 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $0.09 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 745 Est. Cost $119.35 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $437.23 Unrealized +87.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 680 Est. Cost $49.75 Unrealized +150.7%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 2,450 Est. Cost $34.36 Unrealized -2.2%
TMUS T-MOBILE US INC COMMON 0.0%
Value ($000) $0 Shares 550 Est. Cost $39.62 Unrealized +261.3%
MAS MASCO CORP 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $51.71 Unrealized +8.3%
DEO DIAGEO PLC 0.0%
Value ($000) $0 Shares 597 Est. Cost $109.91 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $24.47 Unrealized +158.2%
POOL POOL CORP 0.0%
Value ($000) $0 Shares 210 Est. Cost $340.10 Unrealized 0.0%
EPD ENTERPRISE PRODUCT PARTNERS LP 0.0%
Value ($000) $0 Shares 3,200 Est. Cost $26.56 Unrealized
IR INGERSOLL RAND INC CORP 0.0%
Value ($000) $0 Shares 1,058 Est. Cost $33.31 Unrealized +104.9%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 575 Est. Cost $117.22 Unrealized 0.0%
DD DUPONT DE NEMOURS INC CORP 0.0%
Value ($000) $0 Shares 1,010 Est. Cost $25.91 Unrealized +12.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 1,510 Est. Cost $45.30 Unrealized +3.8%
HPE HEWLETT PACKARD ENTERPRISE INC 0.0%
Value ($000) $0 Shares 4,450 Est. Cost $14.96 Unrealized +2.6%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 355 Est. Cost $179.88 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $0 Shares 860 Est. Cost $58.34 Unrealized +29.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $167.00 Unrealized +36.5%
META META PLATFORMS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $185.94 Unrealized +73.9%
STAG STAG INDL INC 0.0%
Value ($000) $0 Shares 1,750 Est. Cost $15.76 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $0 Shares 750 Est. Cost $0.08 Unrealized
CMCSA COMCAST CORPORATION 0.0%
Value ($000) $0 Shares 1,510 Est. Cost $30.54 Unrealized +31.3%
IFF INTERNATIONAL FLAVORS & FRAGRANCES 0.0%
Value ($000) $0 Shares 803 Est. Cost $113.18 Unrealized -39.2%
SPGI S & P GLOBAL INC 0.0%
Value ($000) $0 Shares 145 Est. Cost $417.79 Unrealized -7.1%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 2,075 Est. Cost $23.28 Unrealized +16.5%
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $563.59 Unrealized +360.2%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $0 Shares 480 Est. Cost $110.43 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 1,130 Est. Cost $45.85 Unrealized +11.7%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $89.31 Unrealized +41.1%
CEDAR FAIR LP 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $65.00 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $0 Shares 1,280 Est. Cost $10.69 Unrealized +235.7%
GSK GSK PLC ADR REP 2 CORP 0.0%
Value ($000) $0 Shares 1,421 Est. Cost $29.56 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $22.59 Unrealized +100.8%
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 400 Est. Cost $131.00 Unrealized -20.5%
WES WESTERN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $0 Shares 1,753 Est. Cost $31.37 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 700 Est. Cost $38.50 Unrealized +80.8%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 365 Est. Cost $126.83 Unrealized -16.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 1,290 Est. Cost $27.03 Unrealized +14.7%
BIDU BAIDU INC SPON 0.0%
Value ($000) $0 Shares 370 Est. Cost $172919.52 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $9.12 Unrealized +182.3%
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $0 Shares 300 Est. Cost $54.99 Unrealized +129.6%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $143.98 Unrealized +153.6%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $0 Shares 165 Est. Cost $160.13 Unrealized +22.6%
ALV AUTOLIV 0.0%
Value ($000) $0 Shares 330 Est. Cost $62.52 Unrealized +51.5%
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value ($000) $0 Shares 900 Est. Cost $38.30 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $87.29 Unrealized -4.9%
SELECTA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 52,775 Est. Cost Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $115.58 Unrealized 0.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES 0.0%
Value ($000) $0 Shares 500 Est. Cost $40.00 Unrealized
ADM ARCHER-DANIELS-MIDLAND COMPANY 0.0%
Value ($000) $0 Shares 500 Est. Cost $29.61 Unrealized +128.9%
QRVO QORVO INC 0.0%
Value ($000) $0 Shares 315 Est. Cost $106.24 Unrealized -9.1%
RCL ROYAL CARIBBEAN CRUISES L COM 0.0%
Value ($000) $0 Shares 270 Est. Cost $97.37 Unrealized +2.9%
NATIONAL WESTERN LIFE INSURANCE CO NEW 0.0%
Value ($000) $0 Shares 73 Est. Cost $215.05 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $0 Shares 210 Est. Cost $125.73 Unrealized +18.3%
DOW DOW INC 0.0%
Value ($000) $0 Shares 644 Est. Cost $36.37 Unrealized +22.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $0 Shares 964 Est. Cost $19.19 Unrealized +51.8%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $56.12 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 240 Est. Cost $124.64 Unrealized -9.3%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 140 Est. Cost $133.36 Unrealized +62.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 760 Est. Cost $27.18 Unrealized +56.0%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $500.00 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $0 Shares 242 Est. Cost $75.21 Unrealized +48.5%
CE CELANESE CORPORATION 0.0%
Value ($000) $0 Shares 200 Est. Cost $109.79 Unrealized +16.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 2,761 Est. Cost $13.33 Unrealized -34.8%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $0 Shares 600 Est. Cost $32.68 Unrealized +21.0%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 570 Est. Cost $46.08 Unrealized -10.3%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 105 Est. Cost $140.25 Unrealized +62.8%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 420 Est. Cost $34.85 Unrealized +68.6%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $0 Shares 224 Est. Cost $73.42 Unrealized +48.9%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $0 Shares 800 Est. Cost $33.53 Unrealized -3.1%
WSO WATSCO INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $165.20 Unrealized +134.5%
NVO NOVO-NORDISK AS 0.0%
Value ($000) $0 Shares 242 Est. Cost $0.12 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 516 Est. Cost $26.67 Unrealized +74.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 250 Est. Cost $81.67 Unrealized +12.9%
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 255 Est. Cost $104.67 Unrealized -17.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 290 Est. Cost $60.21 Unrealized +19.9%
TSM TAIWAN SEMICONDUCTOR MFG CO LTD 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.09 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $0 Shares 250 Est. Cost $54.64 Unrealized +26.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 750 Est. Cost $75.36 Unrealized
XLRE SELECT SECTOR SPDR TR REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 502 Est. Cost $0.04 Unrealized
AMBA AMBARELLA INC 0.0%
Value ($000) $0 Shares 330 Est. Cost $99.01 Unrealized -44.9%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $0 Shares 800 Est. Cost $25.21 Unrealized -1.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 130 Est. Cost $121.47 Unrealized +4.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 270 Est. Cost $35.88 Unrealized +45.0%
TGNA TEGNA INC 0.0%
Value ($000) $0 Shares 950 Est. Cost $15.16 Unrealized -1.1%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 165 Est. Cost $301.57 Unrealized -69.8%
KN KNOWLES CORP 0.0%
Value ($000) $0 Shares 800 Est. Cost $16.39 Unrealized -5.2%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $0 Shares 844 Est. Cost $16.80 Unrealized -10.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $0 Shares 170 Est. Cost $65.14 Unrealized +2.4%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $292.38 Unrealized -71.2%
FTRE FORTREA HOLDINGS INC CORP COMMON 0.0%
Value ($000) $0 Shares 300 Est. Cost $29.59 Unrealized +3.3%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $0 Shares 450 Est. Cost $16.13 Unrealized +19.1%
VERA VERA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $17.16 Unrealized -26.0%
KVUE KENVUE INC CORP 0.0%
Value ($000) $0 Shares 440 Est. Cost $21.04 Unrealized -12.5%
WESTROCK 0.0%
Value ($000) $0 Shares 225 Est. Cost $62.22 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 92 Est. Cost $56.47 Unrealized +42.1%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $103.43 Unrealized -74.6%
IJR ISHARES CORP SP SMALL CAP 0.0%
Value ($000) $0 Shares 75 Est. Cost $80.75 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 134 Est. Cost $41.72 Unrealized +40.5%
BABA ALIBABA GROUP HOLDINGS 0.0%
Value ($000) $0 Shares 100 Est. Cost $173.00 Unrealized
CCL CARNIVAL CORPORATION 0.0%
Value ($000) $0 Shares 400 Est. Cost $46.80 Unrealized -69.0%
FTGC US FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $0 Shares 260 Est. Cost $0.02 Unrealized
CARS CARS.COM INC 0.0%
Value ($000) $0 Shares 316 Est. Cost $18.44 Unrealized -2.5%
NET CLOUDFLARE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $119.48 Unrealized -41.5%
ALC ALCON AG CORP COMMON 0.0%
Value ($000) $0 Shares 40 Est. Cost $81.66 Unrealized -10.2%
KD KYNDRYL HOLDINGS INC CORP 0.0%
Value ($000) $0 Shares 101 Est. Cost $21.59 Unrealized -20.8%
VTR VENTAS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $42.58 Unrealized -2.0%
FANUY FANUC CORP 0.0%
Value ($000) $0 Shares 133 Est. Cost $0.02 Unrealized
AFRM AFFIRM HOLDINGS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $79.91 Unrealized -63.8%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $137.70 Unrealized -15.4%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.06 Unrealized
NORDSTROM INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $43442.86 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $46.22 Unrealized -64.3%
FSLY FASTLY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $86.79 Unrealized -80.6%
ZUORA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.42 Unrealized -41.2%