HALL LAURIE J TRUSTEE Diversified Active

Location: Boston, MA

CIK: 0001388382 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 22, 2024

Total Value: $287M

Holdings (247)

MSFT MICROSOFT CORP 9.1%
Value $26.13M Shares 58,459 Est. Cost $30.55 Unrealized +1265.8%
NVDA NVIDIA CORPORATION 4.9%
Value $14.04M Shares 113,650 Est. Cost $92.46 Unrealized +9.3%
AAPL APPLE COMPUTER INC 4.5%
Value $12.8M Shares 60,797 Est. Cost $86.33 Unrealized +114.4%
SYK STRYKER CORP 3.4%
Value $9.881M Shares 29,037 Est. Cost $78.32 Unrealized +325.6%
VTI VANGUARD TOTAL STOCK MARKET 3.2%
Value $9.06M Shares 33,870 Est. Cost $120.83 Unrealized
PG PROCTER & GAMBLE CO 3.1%
Value $8.899M Shares 53,963 Est. Cost $56.19 Unrealized +179.7%
AMAT APPLIED MATERIALS INC 2.9%
Value $8.447M Shares 35,793 Est. Cost $15.29 Unrealized +1282.3%
GOOG ALPHABET INC 2.7%
Value $7.741M Shares 42,205 Est. Cost $107.07 Unrealized +57.7%
ABT ABBOTT LABS 2.3%
Value $6.55M Shares 63,032 Est. Cost $42.53 Unrealized +142.1%
MA MASTERCARD INCORPORATED 2.2%
Value $6.426M Shares 14,567 Est. Cost $114.01 Unrealized +296.1%
CARR CARRIER GLOBAL CORP 2.2%
Value $6.292M Shares 99,740 Est. Cost $33.02 Unrealized +82.3%
APH AMPHENOL CORP 2.1%
Value $5.959M Shares 88,444 Est. Cost $45.86 Unrealized +35.7%
TJX TJX COS INC NEW 2.1%
Value $5.919M Shares 53,768 Est. Cost $62.91 Unrealized +56.8%
WM WASTE MGMT INC 2.0%
Value $5.619M Shares 26,335 Est. Cost $70.16 Unrealized +189.1%
ADI ANALOG DEVICES INC 1.9%
Value $5.364M Shares 23,502 Est. Cost $65.21 Unrealized +218.4%
PEP PEPSICO INC 1.9%
Value $5.327M Shares 32,296 Est. Cost $59.03 Unrealized +175.0%
DHR DANAHER CORP 1.8%
Value $5.113M Shares 20,464 Est. Cost $83.54 Unrealized +199.6%
IBM INTERNATIONAL BUSINESS MACHINES 1.7%
Value $4.945M Shares 28,594 Est. Cost $123.11 Unrealized +34.7%
ROK ROCKWELL AUTOMATION INC 1.7%
Value $4.854M Shares 17,630 Est. Cost $161.01 Unrealized +63.0%
JNJ JOHNSON & JOHNSON 1.6%
Value $4.704M Shares 32,179 Est. Cost $62.54 Unrealized +126.2%
CI CIGNA GROUP 1.5%
Value $4.437M Shares 13,423 Est. Cost $190.77 Unrealized +75.2%
XYL XYLEM INC 1.5%
Value $4.406M Shares 32,487 Est. Cost $60.70 Unrealized +119.9%
AMD ADVANCED MICRO DEVICES INC 1.5%
Value $4.3M Shares 26,509 Est. Cost $119.38 Unrealized +34.8%
ADP AUTOMATIC DATA PROCESSING 1.3%
Value $3.858M Shares 16,160 Est. Cost $53.53 Unrealized +342.0%
NYT NEW YORK TIMES CO 1.3%
Value $3.811M Shares 74,410 Est. Cost $30.45 Unrealized +51.3%
ATR APTAR GROUP INC 1.3%
Value $3.661M Shares 25,995 Est. Cost $104.63 Unrealized +35.1%
MDT MEDTRONIC PLC 1.2%
Value $3.468M Shares 44,060 Est. Cost $79.35 Unrealized -1.6%
CNI CANADIAN NATIONAL RAILWAY CO 1.2%
Value $3.341M Shares 28,282 Est. Cost $80.76 Unrealized +49.9%
MRK MERCK AND CO INC 1.0%
Value $3.006M Shares 24,284 Est. Cost $32.58 Unrealized +273.6%
UNILEVER PLC SPONSORED 1.0%
Value $2.96M Shares 53,833 Est. Cost $1055.81 Unrealized
NVS NOVARTIS AG 1.0%
Value $2.937M Shares 27,592 Est. Cost $3918.73 Unrealized
FISV FISERV INC 1.0%
Value $2.751M Shares 18,455 Est. Cost $60.17 Unrealized +151.6%
ABBV ABBVIE INC 0.9%
Value $2.688M Shares 15,670 Est. Cost $26.55 Unrealized +491.8%
AMZN AMAZON.COM INC 0.9%
Value $2.654M Shares 13,730 Est. Cost $121.25 Unrealized +51.5%
BDX BECTON DICKINSON & CO 0.9%
Value $2.636M Shares 11,282 Est. Cost $219.81 Unrealized +3.7%
SPY SPDR S & P 500 0.8%
Value $2.332M Shares 4,287 Est. Cost $227.09 Unrealized
SYY SYSCO CORP 0.8%
Value $2.175M Shares 30,473 Est. Cost $24.91 Unrealized +185.8%
VRTX VERTEX PHARMACEUTICALS INC 0.8%
Value $2.159M Shares 4,605 Est. Cost $409.45 Unrealized +6.0%
MKC MCCORMICK & CO 0.7%
Value $2.126M Shares 29,970 Est. Cost $69.42 Unrealized +0.4%
RELX RELX PLC SPON 0.7%
Value $2.126M Shares 46,340 Est. Cost $45.88 Unrealized
APD AIR PRODUCTS & CHEMICAL INC 0.7%
Value $2.071M Shares 8,025 Est. Cost $72.05 Unrealized +236.4%
ULS UL SOLUTIONS INC 0.7%
Value $2.066M Shares 48,970 Est. Cost $37.86 Unrealized 0.0%
MMM 3M COMPANY 0.7%
Value $2.01M Shares 19,668 Est. Cost $63.71 Unrealized +48.0%
AMGN AMGEN INC 0.7%
Value $1.936M Shares 6,195 Est. Cost $80.85 Unrealized +245.5%
EFA ISHARES MSCI EAFE 0.6%
Value $1.866M Shares 23,825 Est. Cost $57.95 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value $1.789M Shares 36,188 Est. Cost $41.89 Unrealized
EMR EMERSON ELEC CO 0.6%
Value $1.683M Shares 15,275 Est. Cost $40.75 Unrealized +163.7%
CCK CROWN HOLDINGS INC 0.5%
Value $1.553M Shares 20,880 Est. Cost $86.43 Unrealized -8.4%
PH PARKER HANNIFIN CORP 0.5%
Value $1.534M Shares 3,033 Est. Cost $75.97 Unrealized +594.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK 0.5%
Value $1.521M Shares 25,214 Est. Cost $697.80 Unrealized
GOOGL ALPHABET INC 0.5%
Value $1.432M Shares 7,865 Est. Cost $107.12 Unrealized +56.2%
PCAR PACCAR INC 0.5%
Value $1.376M Shares 13,371 Est. Cost $35.82 Unrealized +189.4%
VLTO VERALTO CORP 0.5%
Value $1.325M Shares 13,871 Est. Cost $81.08 Unrealized +17.1%
BRK/B BERKSHIRE HATHAWAY INC 0.4%
Value $1.228M Shares 3,018 Est. Cost $118.53 Unrealized +244.7%
T A T & T INC 0.4%
Value $1.179M Shares 61,687 Est. Cost $14.12 Unrealized +14.5%
GE GE AEROSPACE 0.4%
Value $1.177M Shares 7,403 Est. Cost $62.95 Unrealized +150.9%
XOM EXXON MOBIL CORP 0.4%
Value $1.127M Shares 9,792 Est. Cost $53.65 Unrealized +105.2%
CTAS CINTAS CORP 0.4%
Value $1.076M Shares 1,537 Est. Cost $24.89 Unrealized +577.2%
STT STATE STREET CORP 0.4%
Value $1.051M Shares 14,205 Est. Cost $44.60 Unrealized +58.1%
JPM JPMORGAN CHASE & CO 0.4%
Value $1.015M Shares 5,025 Est. Cost $52.72 Unrealized +258.9%
IWV ISHARES RUS 3000 INDX 0.3%
Value $997K Shares 3,231 Est. Cost $186.85 Unrealized
QCOM QUALCOMM INC 0.3%
Value $938K Shares 4,710 Est. Cost $50.61 Unrealized +260.4%
ZTS ZOETIS INC 0.3%
Value $914K Shares 5,277 Est. Cost $30.47 Unrealized +436.0%
PFE PFIZER INC 0.3%
Value $875K Shares 31,246 Est. Cost $16.68 Unrealized +48.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $837K Shares 1,513 Est. Cost $95.77 Unrealized +494.9%
CHTR CHARTER COMMUNICATIONS INC 0.3%
Value $811K Shares 2,715 Est. Cost $214.89 Unrealized +27.0%
ALNY ALNYLAM PHARMA 0.3%
Value $790K Shares 3,250 Est. Cost $49.85 Unrealized +216.7%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value $705K Shares 1,287 Est. Cost $279.95 Unrealized
HD HOME DEPOT INC 0.2%
Value $635K Shares 1,844 Est. Cost $196.62 Unrealized +66.6%
GNTX GENTEX CORP 0.2%
Value $595K Shares 17,640 Est. Cost $14.79 Unrealized +133.5%
INTC INTEL CORP 0.2%
Value $594K Shares 19,200 Est. Cost $17.29 Unrealized +88.0%
CHD CHURCH & DWIGHT CO INC 0.2%
Value $586K Shares 5,650 Est. Cost $33.08 Unrealized +213.7%
ITOT ISHARES TR CORE S&P TOTAL U STK MKT 0.2%
Value $559K Shares 4,704 Est. Cost $61.22 Unrealized
GWW GRAINGER WW INC 0.2%
Value $559K Shares 620 Est. Cost $193.73 Unrealized +378.8%
ECL ECOLAB INC 0.2%
Value $523K Shares 2,196 Est. Cost $139.92 Unrealized +62.3%
VEU VANGUARD INTL EQUITY INDEX 0.2%
Value $488K Shares 8,316 Est. Cost $46.79 Unrealized
WMT WALMART INC 0.2%
Value $470K Shares 6,945 Est. Cost $45.30 Unrealized +36.8%
V VISA INC 0.2%
Value $466K Shares 1,776 Est. Cost $149.11 Unrealized +81.6%
ISRG INTUITIVE SURGICAL INC 0.2%
Value $456K Shares 1,025 Est. Cost $278.93 Unrealized +42.8%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.2%
Value $443K Shares 2,250 Est. Cost $116.96 Unrealized +65.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $429K Shares 4,635 Est. Cost $71.19 Unrealized +24.4%
CAT CATERPILLAR INC 0.1%
Value $426K Shares 1,280 Est. Cost $54.58 Unrealized +520.6%
TT TRANE TECHNOLOGIES PLC CORP COMMON 0.1%
Value $395K Shares 1,200 Est. Cost $104.68 Unrealized +199.7%
ETN EATON CORP PLC 0.1%
Value $395K Shares 1,260 Est. Cost $168.12 Unrealized +88.7%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $392K Shares 1,860 Est. Cost $49.81 Unrealized +301.8%
CSCO CISCO SYSTEMS INC 0.1%
Value $388K Shares 8,170 Est. Cost $25.42 Unrealized +78.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value $376K Shares 1,240 Est. Cost $154.11 Unrealized +94.2%
COST COSTCO WHSL CORP NEW 0.1%
Value $360K Shares 424 Est. Cost $312.22 Unrealized +147.8%
USB US BANCORP NEW 0.1%
Value $348K Shares 8,770 Est. Cost $24.07 Unrealized +56.9%
TXN TEXAS INSTRS INC 0.1%
Value $321K Shares 1,650 Est. Cost $44.56 Unrealized +295.3%
GEV GE VERNOVA INC CORP 0.1%
Value $317K Shares 1,847 Est. Cost $158.10 Unrealized 0.0%
BAC BANK OF AMERICA CORP NEW 0.1%
Value $317K Shares 7,957 Est. Cost $17.20 Unrealized +114.1%
BSV VANGUARD BOND INDEX SHORT TERM BOND FUND 0.1%
Value $307K Shares 4,000 Est. Cost $47.69 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value $304K Shares 2,699 Est. Cost $90.83 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $302K Shares 1,304 Est. Cost $75.44 Unrealized +201.3%
PANW PALO ALTO NETWORKS INC 0.1%
Value $298K Shares 880 Est. Cost $74.85 Unrealized +99.8%
ACGL ARCH CAPITAL GROUP LTD 0.1%
Value $291K Shares 2,881 Est. Cost $77.71 Unrealized +19.0%
SOLV SOLVENTUM CORP 0.1%
Value $275K Shares 5,212 Est. Cost $60.70 Unrealized 0.0%
INTU INTUIT INC 0.1%
Value $263K Shares 400 Est. Cost $403.22 Unrealized +52.3%
FDGRX FIDELITY GROWTH COMPANY 0.1%
Value $262K Shares 6,518 Est. Cost $37.76 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FUND II INC 0.1%
Value $259K Shares 25,190 Est. Cost $10.04 Unrealized
KO COCA COLA CO 0.1%
Value $258K Shares 4,050 Est. Cost $29.13 Unrealized +102.2%
IDXX IDEXX LABS INC 0.1%
Value $248K Shares 510 Est. Cost $227.30 Unrealized +120.9%
HON HONEYWELL INTL INC 0.1%
Value $242K Shares 1,135 Est. Cost $107.54 Unrealized +70.9%
UNP UNION PACIFIC CORP 0.1%
Value $238K Shares 1,050 Est. Cost $158.42 Unrealized +42.3%
FDS FACTSET RESEARCH SYSTEMS 0.1%
Value $235K Shares 575 Est. Cost $185.27 Unrealized +125.3%
JPST JPMORGAN ULTRA-SHORT INCOME 0.1%
Value $234K Shares 4,630 Est. Cost $50.54 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value $212K Shares 960 Est. Cost $61.72 Unrealized +258.6%
OC OWENS CORNING 0.1%
Value $208K Shares 1,200 Est. Cost $45.91 Unrealized +277.2%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value $204K Shares 3,415 Est. Cost $35.30 Unrealized +57.9%
BIV VANGUARD INTERMEDIATE TERM BOND 0.1%
Value $200K Shares 2,675 Est. Cost $76.26 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value $199K Shares 3,347 Est. Cost $28.16 Unrealized +102.0%
UPS UNITED PARCEL SVC INC 0.1%
Value $198K Shares 1,450 Est. Cost $75.61 Unrealized +71.9%
LH LABCORP HOLDINGS INC 0.1%
Value $196K Shares 965 Est. Cost $199.50 Unrealized 0.0%
ET ENERGY TRANSFER 0.1%
Value $195K Shares 12,004 Est. Cost $175.66 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $194K Shares 820 Est. Cost $96.68 Unrealized +144.9%
NEE NEXTERA ENERGY INC 0.1%
Value $192K Shares 2,720 Est. Cost $57.23 Unrealized +18.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC CORP 0.1%
Value $188K Shares 2,415 Est. Cost $71.08 Unrealized +14.5%
CVX CHEVRON CORP (NEW) 0.1%
Value $177K Shares 1,129 Est. Cost $77.40 Unrealized +91.7%
VCSH VANGUARD SHORT-TERM CORPORATE BD FD 0.1%
Value $175K Shares 2,260 Est. Cost $75.22 Unrealized
MBLY MOBILEYE GLOBAL INC 0.1%
Value $174K Shares 6,200 Est. Cost $28.39 Unrealized +2.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $166K Shares 775 Est. Cost $72.11 Unrealized +210.9%
MCD MCDONALDS CORP 0.1%
Value $161K Shares 632 Est. Cost $92.40 Unrealized +176.0%
MELI MERCADOLIBRE INC 0.1%
Value $159K Shares 97 Est. Cost $1188.00 Unrealized +32.9%
NKE NIKE INC 0.1%
Value $155K Shares 2,065 Est. Cost $76.55 Unrealized +17.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value $154K Shares 2,350 Est. Cost $48.56 Unrealized +34.2%
CVS CVS HEALTH CORPORATION 0.1%
Value $146K Shares 2,488 Est. Cost $56.00 Unrealized +4.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $141K Shares 250 Est. Cost $339.69 Unrealized +57.0%
ORCL ORACLE CORP 0.0%
Value $141K Shares 1,000 Est. Cost $29.64 Unrealized +312.6%
LIN LINDE PLC NEW 0.0%
Value $132K Shares 300 Est. Cost $322.30 Unrealized +33.6%
TOTALENERGIES SE 0.0%
Value $131K Shares 1,960 Est. Cost $42.19 Unrealized
CRM SALESFORCE INC 0.0%
Value $130K Shares 505 Est. Cost $152.88 Unrealized +73.2%
SHW SHERWIN-WILLIAMS COMPANY 0.0%
Value $128K Shares 430 Est. Cost $224.06 Unrealized +36.2%
AMT AMERICAN TOWER REIT 0.0%
Value $126K Shares 650 Est. Cost $151.48 Unrealized +16.4%
D DOMINION ENERGY INC 0.0%
Value $119K Shares 2,425 Est. Cost $34.91 Unrealized +34.9%
VLO VALERO ENERGY CORP 0.0%
Value $117K Shares 745 Est. Cost $119.35 Unrealized +28.6%
IQV IQVIA HOLDINGS INC 0.0%
Value $114K Shares 540 Est. Cost $121.73 Unrealized +86.6%
ALL ALLSTATE CORP 0.0%
Value $109K Shares 680 Est. Cost $49.75 Unrealized +224.5%
CL COLGATE PALMOLIVE CO 0.0%
Value $106K Shares 1,090 Est. Cost $50.11 Unrealized +77.7%
ANSYS INC 0.0%
Value $104K Shares 325 Est. Cost $174.40 Unrealized
MBB ISHARES MBS 0.0%
Value $101K Shares 1,100 Est. Cost $94.55 Unrealized
META META PLATFORMS INC 0.0%
Value $101K Shares 200 Est. Cost $185.94 Unrealized +159.9%
TMUS T-MOBILE US INC 0.0%
Value $97,000 Shares 550 Est. Cost $39.62 Unrealized +312.9%
IR INGERSOLL RAND INC CORP 0.0%
Value $96,000 Shares 1,058 Est. Cost $33.31 Unrealized +175.6%
MKTX MARKETAXESS HOLDINGS 0.0%
Value $94,000 Shares 470 Est. Cost $262.47 Unrealized -23.6%
PPG PPG INDS INC 0.0%
Value $94,000 Shares 750 Est. Cost $84.07 Unrealized +51.5%
EPD ENTERPRISE PRODUCT PARTNERS LP 0.0%
Value $93,000 Shares 3,200 Est. Cost $26.56 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value $92,000 Shares 9,060 Est. Cost $7.12 Unrealized +53.0%
HPE HEWLETT PACKARD ENTERPRISE INC 0.0%
Value $89,000 Shares 4,200 Est. Cost $14.96 Unrealized +17.8%
ADBE ADOBE SYSTEMS INC 0.0%
Value $88,000 Shares 158 Est. Cost $484.22 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value $87,000 Shares 860 Est. Cost $58.34 Unrealized +71.6%
MAS MASCO CORP 0.0%
Value $87,000 Shares 1,300 Est. Cost $51.71 Unrealized +32.5%
DD DUPONT DE NEMOURS INC CORP 0.0%
Value $82,000 Shares 1,010 Est. Cost $25.91 Unrealized +21.8%
GLW CORNING INC 0.0%
Value $81,000 Shares 2,075 Est. Cost $23.28 Unrealized +44.6%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value $80,000 Shares 355 Est. Cost $179.88 Unrealized +16.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value $77,000 Shares 300 Est. Cost $167.00 Unrealized +48.7%
CEDAR FAIR LP 0.0%
Value $76,000 Shares 1,400 Est. Cost $65.00 Unrealized
DEO DIAGEO PLC 0.0%
Value $75,000 Shares 597 Est. Cost $109.91 Unrealized
ALC ALCON AG CORP COMMON 0.0%
Value $75,000 Shares 840 Est. Cost $84.76 Unrealized +0.2%
A AGILENT TECHNOLOGIES INC 0.0%
Value $75,000 Shares 575 Est. Cost $117.22 Unrealized +17.9%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $74,000 Shares 70 Est. Cost $24.47 Unrealized +182.5%
BAX BAXTER INTERNATIONAL INC 0.0%
Value $72,000 Shares 2,150 Est. Cost $34.36 Unrealized +3.4%
AZO AUTOZONE INC 0.0%
Value $71,000 Shares 24 Est. Cost $563.59 Unrealized +419.4%
WBD WARNER BROS. DISCOVERY SRS A CORP 0.0%
Value $70,000 Shares 9,382 Est. Cost $13.59 Unrealized -41.0%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value $66,000 Shares 480 Est. Cost $110.43 Unrealized +19.3%
SPGI S & P GLOBAL INC 0.0%
Value $65,000 Shares 145 Est. Cost $417.79 Unrealized +1.4%
POOL POOL CORP 0.0%
Value $65,000 Shares 210 Est. Cost $340.10 Unrealized +3.9%
NOW SERVICENOW INC 0.0%
Value $63,000 Shares 80 Est. Cost $89.31 Unrealized +64.3%
STAG STAG INDL INC 0.0%
Value $63,000 Shares 1,750 Est. Cost $15.76 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $62,000 Shares 1,280 Est. Cost $10.69 Unrealized +361.2%
IFF INTERNATIONAL FLAVORS & FRAGRANCES 0.0%
Value $58,000 Shares 609 Est. Cost $113.18 Unrealized -21.8%
C CITIGROUP INC 0.0%
Value $57,000 Shares 900 Est. Cost $48.45 Unrealized +21.2%
GSK GSK PLC ADR REP 2 CORP 0.0%
Value $55,000 Shares 1,421 Est. Cost $29.56 Unrealized
ETR ENTERGY CORP 0.0%
Value $54,000 Shares 500 Est. Cost $22.59 Unrealized +127.2%
WES WESTERN MIDSTREAM PARTNERS LP 0.0%
Value $50,000 Shares 1,253 Est. Cost $31.37 Unrealized
HPQ HP INC 0.0%
Value $49,000 Shares 1,400 Est. Cost $9.12 Unrealized +225.6%
RNAC CARTESIAN THERAPEUTICES INC 0.0%
Value $48,000 Shares 1,759 Est. Cost $23.87 Unrealized 0.0%
CMCSA COMCAST CORPORATION 0.0%
Value $48,000 Shares 1,217 Est. Cost $30.54 Unrealized +21.6%
ALLE ALLEGION PLC 0.0%
Value $47,000 Shares 400 Est. Cost $131.00 Unrealized -7.6%
HOLX HOLOGIC INC 0.0%
Value $46,000 Shares 625 Est. Cost $38.50 Unrealized +94.7%
RCL ROYAL CARIBBEAN CRUISES 0.0%
Value $43,000 Shares 270 Est. Cost $97.37 Unrealized +45.1%
DGX QUEST DIAGNOSTICS 0.0%
Value $41,000 Shares 300 Est. Cost $54.99 Unrealized +141.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $41,000 Shares 1,000 Est. Cost $27.03 Unrealized +34.9%
CMI CUMMINS INC 0.0%
Value $39,000 Shares 140 Est. Cost $133.36 Unrealized +107.1%
WAB WABTEC CORP 0.0%
Value $39,000 Shares 242 Est. Cost $75.21 Unrealized +110.7%
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value $39,000 Shares 900 Est. Cost $38.30 Unrealized
TIP ISHARES LEHMAN TREAS 0.0%
Value $39,000 Shares 365 Est. Cost $110.83 Unrealized
EOG EOG RESOURCES INC 0.0%
Value $38,000 Shares 300 Est. Cost $115.58 Unrealized +5.7%
QRVO QORVO INC 0.0%
Value $37,000 Shares 315 Est. Cost $106.24 Unrealized +0.2%
SCHW CHARLES SCHWAB CORP 0.0%
Value $37,000 Shares 500 Est. Cost $56.12 Unrealized +28.9%
DE DEERE & CO 0.0%
Value $37,000 Shares 100 Est. Cost $143.98 Unrealized +164.2%
NATIONAL WESTERN LIFE INSURANCE CO NEW 0.0%
Value $36,000 Shares 73 Est. Cost $215.05 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES 0.0%
Value $36,000 Shares 500 Est. Cost $40.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $36,000 Shares 400 Est. Cost $87.29 Unrealized +0.5%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value $36,000 Shares 350 Est. Cost $77.78 Unrealized
TGT TARGET CORP 0.0%
Value $36,000 Shares 240 Est. Cost $124.64 Unrealized +18.7%
ENPH ENPHASE ENERGY INC 0.0%
Value $36,000 Shares 365 Est. Cost $126.83 Unrealized -8.2%
NVO NOVO-NORDISK AS 0.0%
Value $35,000 Shares 242 Est. Cost $123.97 Unrealized
DOW DOW INC 0.0%
Value $34,000 Shares 644 Est. Cost $36.37 Unrealized +40.8%
RMD RESMED INC 0.0%
Value $31,000 Shares 160 Est. Cost $180.21 Unrealized +11.0%
BLACKROCK INC 0.0%
Value $30,000 Shares 38 Est. Cost $500.00 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value $29,000 Shares 160 Est. Cost $125.73 Unrealized +38.7%
VTRS VIATRIS INC 0.0%
Value $29,000 Shares 2,712 Est. Cost $13.33 Unrealized -23.2%
MET METLIFE INC 0.0%
Value $29,000 Shares 420 Est. Cost $34.85 Unrealized +95.5%
WSO WATSCO INC 0.0%
Value $28,000 Shares 60 Est. Cost $165.20 Unrealized +176.7%
CTVA CORTEVA INC 0.0%
Value $28,000 Shares 516 Est. Cost $26.67 Unrealized +102.8%
CE CELANESE CORPORATION 0.0%
Value $27,000 Shares 200 Est. Cost $109.79 Unrealized +37.2%
BNS BANK OF NOVA SCOTIA 0.0%
Value $27,000 Shares 600 Est. Cost $32.68 Unrealized +34.4%
WY WEYERHAEUSER CO 0.0%
Value $27,000 Shares 964 Est. Cost $19.19 Unrealized +53.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value $25,000 Shares 610 Est. Cost $45.30 Unrealized -9.5%
ZBH ZIMMER HLDGS INC 0.0%
Value $24,000 Shares 224 Est. Cost $73.42 Unrealized +57.9%
BKR BAKER HUGHES A GE CO 0.0%
Value $24,000 Shares 800 Est. Cost $33.53 Unrealized -5.6%
VERA VERA THERAPEUTICS INC 0.0%
Value $22,000 Shares 600 Est. Cost $17.16 Unrealized +131.2%
NTRS NORTHERN TRUST CORP 0.0%
Value $21,000 Shares 250 Est. Cost $54.64 Unrealized +46.3%
CTRA CABOT OIL & GAS CORP 0.0%
Value $21,000 Shares 800 Est. Cost $25.21 Unrealized +4.0%
ADM ARCHER-DANIELS-MIDLAND COMPANY 0.0%
Value $21,000 Shares 350 Est. Cost $29.61 Unrealized +94.9%
SLB SCHLUMBERGER LTD 0.0%
Value $18,000 Shares 380 Est. Cost $45.85 Unrealized +0.3%
DIS DISNEY WALT CO 0.0%
Value $18,000 Shares 179 Est. Cost $104.67 Unrealized +0.8%
SBUX STARBUCKS CORP 0.0%
Value $16,000 Shares 200 Est. Cost $81.67 Unrealized -4.4%
ONB OLD NATL BANCORP IND 0.0%
Value $15,000 Shares 844 Est. Cost $16.80 Unrealized -1.1%
ES EVERSOURCE ENERGY 0.0%
Value $15,000 Shares 270 Est. Cost $35.88 Unrealized +53.1%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value $15,000 Shares 50 Est. Cost $140.25 Unrealized +116.8%
KN KNOWLES CORP 0.0%
Value $14,000 Shares 800 Est. Cost $16.39 Unrealized +2.4%
EL LAUDER ESTEE COS INC 0.0%
Value $14,000 Shares 130 Est. Cost $121.47 Unrealized +4.4%
MRNA MODERNA INC 0.0%
Value $13,000 Shares 110 Est. Cost $292.38 Unrealized -56.7%
TGNA TEGNA INC 0.0%
Value $13,000 Shares 950 Est. Cost $15.16 Unrealized -6.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value $12,000 Shares 170 Est. Cost $65.14 Unrealized +1.4%
WESTROCK 0.0%
Value $11,000 Shares 225 Est. Cost $62.22 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $9,000 Shares 350 Est. Cost $16.13 Unrealized +55.0%
GH GUARDANT HEALTH INC 0.0%
Value $9,000 Shares 300 Est. Cost $103.43 Unrealized -77.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $9,000 Shares 92 Est. Cost $56.47 Unrealized +66.0%
TE CONNECTIVITY LTD 0.0%
Value $8,000 Shares 50 Est. Cost $100.00 Unrealized
IJR ISHARES CORP SP SMALL CAP 0.0%
Value $8,000 Shares 75 Est. Cost $80.75 Unrealized
CCL CARNIVAL CORPORATION 0.0%
Value $7,000 Shares 400 Est. Cost $46.80 Unrealized -67.0%
BABA ALIBABA GROUP HOLDINGS 0.0%
Value $7,000 Shares 100 Est. Cost $173.00 Unrealized
CARS CARS.COM INC 0.0%
Value $6,000 Shares 316 Est. Cost $18.44 Unrealized -1.0%
NET CLOUDFLARE INC 0.0%
Value $4,000 Shares 50 Est. Cost $119.48 Unrealized -32.5%
ALV AUTOLIV 0.0%
Value $4,000 Shares 40 Est. Cost $62.52 Unrealized +83.1%
VTR VENTAS INC 0.0%
Value $3,000 Shares 50 Est. Cost $42.58 Unrealized +4.5%
KD KYNDRYL HOLDINGS INC CORP 0.0%
Value $3,000 Shares 101 Est. Cost $21.59 Unrealized +11.0%
AFRM AFFIRM HOLDINGS INC 0.0%
Value $2,000 Shares 50 Est. Cost $79.91 Unrealized -59.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $2,000 Shares 150 Est. Cost $75.36 Unrealized
CPNG COUPANG INC 0.0%
Value $1,000 Shares 50 Est. Cost $46.22 Unrealized -53.1%
OXY/WS OCCIDENTAL PETROLEUM CORP EQY 0.0%
Value $1,000 Shares 16 Est. Cost $62.50 Unrealized
FSLY FASTLY INC 0.0%
Value $0 Shares 50 Est. Cost $86.79 Unrealized -88.7%
EMBC EMBECTA CORP 0.0%
Value $0 Shares 17 Est. Cost $25.42 Unrealized -55.6%
ZUORA INC 0.0%
Value $0 Shares 50 Est. Cost $20.00 Unrealized