HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 8, 2024

Total Value ($000): $316 (100.0% shares, 0.0% debt)

Holdings (262)

MSFT MICROSOFT CORP 8.5%
Value ($000) $27 Shares 62,146 Est. Cost $53.84 Unrealized +685.8%
AAPL APPLE COMPUTER INC 4.4%
Value ($000) $14 Shares 59,942 Est. Cost $86.33 Unrealized +157.1%
NVDA NVIDIA CORPORATION 3.5%
Value ($000) $11 Shares 91,344 Est. Cost $92.46 Unrealized +27.7%
SYK STRYKER CORP 3.3%
Value ($000) $10 Shares 29,037 Est. Cost $78.32 Unrealized +334.7%
PG PROCTER & GAMBLE CO 3.2%
Value ($000) $10 Shares 57,872 Est. Cost $63.49 Unrealized +158.7%
VTI VANGUARD TOTAL STOCK MARKET 3.0%
Value ($000) $10 Shares 33,870 Est. Cost $120.83 Unrealized
CARR CARRIER GLOBAL CORP 2.6%
Value ($000) $8 Shares 101,290 Est. Cost $33.57 Unrealized +104.1%
ABT ABBOTT LABS 2.3%
Value ($000) $7 Shares 63,462 Est. Cost $42.53 Unrealized +151.8%
AMAT APPLIED MATERIALS INC 2.3%
Value ($000) $7 Shares 35,793 Est. Cost $15.29 Unrealized +1223.1%
MA MASTERCARD INCORPORATED 2.3%
Value ($000) $7 Shares 14,602 Est. Cost $114.01 Unrealized +305.0%
GOOG ALPHABET INC 2.2%
Value ($000) $7 Shares 41,930 Est. Cost $107.07 Unrealized +57.1%
IBM INTERNATIONAL BUSINESS MACHINES 2.2%
Value ($000) $7 Shares 30,779 Est. Cost $127.78 Unrealized +47.9%
TJX TJX COS INC NEW 2.0%
Value ($000) $6 Shares 53,653 Est. Cost $62.91 Unrealized +79.2%
APH AMPHENOL CORP 1.8%
Value ($000) $6 Shares 88,659 Est. Cost $45.86 Unrealized +39.7%
DHR DANAHER CORP 1.8%
Value ($000) $6 Shares 20,604 Est. Cost $83.54 Unrealized +214.2%
ADI ANALOG DEVICES INC 1.8%
Value ($000) $6 Shares 24,692 Est. Cost $72.67 Unrealized +202.9%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $6 Shares 34,129 Est. Cost $67.69 Unrealized +125.5%
WM WASTE MGMT INC 1.7%
Value ($000) $5 Shares 26,235 Est. Cost $70.16 Unrealized +191.2%
PEP PEPSICO INC 1.7%
Value ($000) $5 Shares 31,800 Est. Cost $59.03 Unrealized +176.0%
CI CIGNA GROUP 1.7%
Value ($000) $5 Shares 15,586 Est. Cost $210.78 Unrealized +58.9%
ROK ROCKWELL AUTOMATION INC 1.5%
Value ($000) $5 Shares 17,685 Est. Cost $161.01 Unrealized +61.1%
ADP AUTOMATIC DATA PROCESSING 1.5%
Value ($000) $5 Shares 17,130 Est. Cost $64.85 Unrealized +290.9%
XYL XYLEM INC 1.4%
Value ($000) $4 Shares 33,090 Est. Cost $61.99 Unrealized +112.3%
ATR APTAR GROUP INC 1.3%
Value ($000) $4 Shares 26,110 Est. Cost $104.63 Unrealized +38.9%
NYT NEW YORK TIMES CO 1.3%
Value ($000) $4 Shares 74,025 Est. Cost $30.45 Unrealized +73.6%
AMD ADVANCED MICRO DEVICES INC 1.3%
Value ($000) $4 Shares 24,634 Est. Cost $119.38 Unrealized +27.3%
MDT MEDTRONIC PLC 1.3%
Value ($000) $4 Shares 44,060 Est. Cost $79.35 Unrealized +1.9%
UNILEVER PLC 1.1%
Value ($000) $3 Shares 52,743 Est. Cost $1051.74 Unrealized
FISV FISERV INC 1.0%
Value ($000) $3 Shares 18,410 Est. Cost $60.17 Unrealized +174.1%
NVS NOVARTIS AG 1.0%
Value ($000) $3 Shares 27,552 Est. Cost $3912.84 Unrealized
ABBV ABBVIE INC 1.0%
Value ($000) $3 Shares 15,670 Est. Cost $26.55 Unrealized +573.1%
MMM 3M COMPANY 0.9%
Value ($000) $3 Shares 21,118 Est. Cost $67.51 Unrealized +76.5%
APD AIR PRODUCTS & CHEMICAL INC 0.9%
Value ($000) $3 Shares 9,325 Est. Cost $98.70 Unrealized +166.6%
AMZN AMAZON.COM INC 0.9%
Value ($000) $3 Shares 14,730 Est. Cost $125.40 Unrealized +45.5%
MRK MERCK AND CO INC 0.9%
Value ($000) $3 Shares 24,084 Est. Cost $32.58 Unrealized +246.7%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $3 Shares 11,287 Est. Cost $219.81 Unrealized +3.6%
CNI CANADIAN NATIONAL RAILWAY CO 0.8%
Value ($000) $3 Shares 22,607 Est. Cost $80.76 Unrealized +40.2%
MKC MCCORMICK & CO 0.8%
Value ($000) $3 Shares 31,130 Est. Cost $69.63 Unrealized +7.9%
SPY SPDR S & P 500 0.8%
Value ($000) $2 Shares 4,295 Est. Cost $170.68 Unrealized
ULS UL SOLUTIONS INC 0.8%
Value ($000) $2 Shares 49,010 Est. Cost $37.86 Unrealized +28.6%
SYY SYSCO CORP 0.8%
Value ($000) $2 Shares 30,473 Est. Cost $24.91 Unrealized +189.6%
CCK CROWN HOLDINGS INC 0.7%
Value ($000) $2 Shares 24,190 Est. Cost $86.21 Unrealized -1.6%
RELX RELX PLC 0.7%
Value ($000) $2 Shares 47,895 Est. Cost $0.05 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.7%
Value ($000) $2 Shares 4,760 Est. Cost $411.76 Unrealized +16.7%
AMGN AMGEN INC 0.6%
Value ($000) $2 Shares 6,195 Est. Cost $80.85 Unrealized +287.3%
EFA ISHARES MSCI EAFE 0.6%
Value ($000) $2 Shares 23,425 Est. Cost $57.95 Unrealized
VLTO VERALTO CORP 0.6%
Value ($000) $2 Shares 17,211 Est. Cost $85.72 Unrealized +22.5%
PH PARKER HANNIFIN CORP 0.6%
Value ($000) $2 Shares 3,033 Est. Cost $75.97 Unrealized +637.6%
VEA VANGUARD FTSE 0.6%
Value ($000) $2 Shares 36,188 Est. Cost $38.86 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2 Shares 16,172 Est. Cost $75.89 Unrealized +45.0%
MS MORGAN STANLEY 0.6%
Value ($000) $2 Shares 18,000 Est. Cost $96.90 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC 0.6%
Value ($000) $2 Shares 3,878 Est. Cost $190.31 Unrealized +132.4%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $2 Shares 7,915 Est. Cost $108.31 Unrealized +89.2%
EMR EMERSON ELEC CO 0.5%
Value ($000) $2 Shares 15,101 Est. Cost $40.75 Unrealized +157.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK 0.5%
Value ($000) $2 Shares 25,214 Est. Cost $691.34 Unrealized
STT STATE STREET CORP 0.5%
Value ($000) $2 Shares 17,454 Est. Cost $50.96 Unrealized +54.5%
GE GE AEROSPACE 0.4%
Value ($000) $1 Shares 7,403 Est. Cost $62.95 Unrealized +166.8%
T A T & T INC 0.4%
Value ($000) $1 Shares 62,350 Est. Cost $14.17 Unrealized +32.5%
PCAR PACCAR INC 0.4%
Value ($000) $1 Shares 13,371 Est. Cost $35.82 Unrealized +157.5%
CAT CATERPILLAR INC 0.4%
Value ($000) $1 Shares 3,280 Est. Cost $227.82 Unrealized +48.7%
GOOGL ALPHABET INC 0.4%
Value ($000) $1 Shares 7,715 Est. Cost $107.12 Unrealized +55.6%
CTAS CINTAS CORP 0.4%
Value ($000) $1 Shares 5,844 Est. Cost $147.22 Unrealized +29.7%
LLY LILLY ELI & CO 0.3%
Value ($000) $1 Shares 1,200 Est. Cost $890.31 Unrealized 0.0%
IWV ISHARES RUS 3000 INDX 0.3%
Value ($000) $1 Shares 3,231 Est. Cost $166.43 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1 Shares 12,945 Est. Cost $57.90 Unrealized +25.2%
ZTS ZOETIS INC 0.3%
Value ($000) $1 Shares 5,277 Est. Cost $30.47 Unrealized +495.0%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1 Shares 4,030 Est. Cost $214.78 Unrealized +9.2%
PFE PFIZER INC 0.3%
Value ($000) $1 Shares 33,683 Est. Cost $17.41 Unrealized +53.3%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1 Shares 1,447 Est. Cost $95.77 Unrealized +515.1%
ALNY ALNYLAM PHARMA 0.3%
Value ($000) $1 Shares 3,250 Est. Cost $49.85 Unrealized +422.3%
CHTR CHARTER COMMUNICATIONS INC 0.3%
Value ($000) $1 Shares 2,715 Est. Cost $214.89 Unrealized +56.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $1 Shares 4,710 Est. Cost $50.61 Unrealized +238.2%
HD HOME DEPOT INC 0.2%
Value ($000) $1 Shares 1,829 Est. Cost $196.62 Unrealized +79.4%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value ($000) $1 Shares 1,212 Est. Cost $279.95 Unrealized
GWW GRAINGER WW INC 0.2%
Value ($000) $1 Shares 620 Est. Cost $193.73 Unrealized +393.9%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $1 Shares 5,730 Est. Cost $90.38 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $1 Shares 5,650 Est. Cost $33.08 Unrealized +205.0%
ITOT ISHARES TR CORE S&P TOTAL U STK MKT 0.2%
Value ($000) $1 Shares 4,704 Est. Cost $61.22 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $1 Shares 2,196 Est. Cost $139.92 Unrealized +72.3%
INTC INTEL CORP 0.2%
Value ($000) $1 Shares 22,450 Est. Cost $18.39 Unrealized +35.3%
GNTX GENTEX CORP 0.2%
Value ($000) $1 Shares 17,640 Est. Cost $14.79 Unrealized +110.0%
VEU VANGUARD INTL EQUITY INDEX 0.2%
Value ($000) $1 Shares 8,316 Est. Cost $35.36 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1 Shares 900 Est. Cost $439.63 Unrealized +16.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1 Shares 1,025 Est. Cost $278.93 Unrealized +66.9%
V VISA INC 0.2%
Value ($000) $0 Shares 1,776 Est. Cost $149.11 Unrealized +79.5%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.2%
Value ($000) $0 Shares 2,250 Est. Cost $116.96 Unrealized +74.8%
GEV GE VERNOVA INC CORP 0.1%
Value ($000) $0 Shares 1,847 Est. Cost $158.10 Unrealized +21.2%
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 6,550 Est. Cost $43.07 Unrealized +52.4%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $0 Shares 6,511 Est. Cost $48.88 Unrealized +30.6%
TT TRANE TECHNOLOGIES PLC CORP 0.1%
Value ($000) $0 Shares 1,200 Est. Cost $104.68 Unrealized +227.7%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $0 Shares 6,735 Est. Cost $71.65 Unrealized +1.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $0 Shares 1,240 Est. Cost $154.11 Unrealized +109.4%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $0 Shares 8,095 Est. Cost $25.42 Unrealized +84.1%
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 1,260 Est. Cost $168.12 Unrealized +79.2%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $0 Shares 1,860 Est. Cost $49.81 Unrealized +335.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $0 Shares 4,211 Est. Cost $91.17 Unrealized -0.7%
USB US BANCORP NEW 0.1%
Value ($000) $0 Shares 8,770 Est. Cost $24.07 Unrealized +70.8%
SOLV SOLVENTUM CORP 0.1%
Value ($000) $0 Shares 5,437 Est. Cost $60.68 Unrealized -0.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $0 Shares 1,264 Est. Cost $75.44 Unrealized +224.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 1,650 Est. Cost $44.56 Unrealized +333.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $0 Shares 378 Est. Cost $312.22 Unrealized +176.1%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $0 Shares 2,699 Est. Cost $90.83 Unrealized
ACGL ARCH CAPITAL GROUP LTD 0.1%
Value ($000) $0 Shares 2,881 Est. Cost $77.71 Unrealized +27.3%
BSV VANGUARD BOND INDEX 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $47.69 Unrealized
BAC BANK OF AMERICA CORP NEW 0.1%
Value ($000) $0 Shares 7,857 Est. Cost $17.20 Unrealized +125.3%
CMCSA COMCAST CORPORATION 0.1%
Value ($000) $0 Shares 7,217 Est. Cost $36.53 Unrealized +3.3%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $0 Shares 880 Est. Cost $74.85 Unrealized +124.9%
XMQTX BLACKROCK MUNIYIELD QUALITY FUND II INC 0.1%
Value ($000) $0 Shares 25,190 Est. Cost $0.01 Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.1%
Value ($000) $0 Shares 575 Est. Cost $185.27 Unrealized +125.7%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $0 Shares 960 Est. Cost $61.72 Unrealized +282.6%
IDXX IDEXX LABS INC 0.1%
Value ($000) $0 Shares 510 Est. Cost $227.30 Unrealized +113.7%
D DOMINION ENERGY INC 0.1%
Value ($000) $0 Shares 4,425 Est. Cost $42.26 Unrealized +21.1%
DD DUPONT DE NEMOURS INC CORP 0.1%
Value ($000) $0 Shares 2,804 Est. Cost $30.43 Unrealized +8.4%
INTU INTUIT INC 0.1%
Value ($000) $0 Shares 400 Est. Cost $403.22 Unrealized +57.0%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $163.95 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $0 Shares 1,135 Est. Cost $107.54 Unrealized +75.1%
JPST JPMORGAN ULTRA-SHORT INCOME 0.1%
Value ($000) $0 Shares 4,630 Est. Cost $0.05 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $0 Shares 2,720 Est. Cost $57.23 Unrealized +30.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC CORP 0.1%
Value ($000) $0 Shares 2,415 Est. Cost $71.08 Unrealized +17.8%
FDGRX FIDELITY GROWTH COMPANY 0.1%
Value ($000) $0 Shares 5,359 Est. Cost $37.76 Unrealized
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $0 Shares 965 Est. Cost $199.50 Unrealized +8.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $0 Shares 820 Est. Cost $96.68 Unrealized +145.4%
OC OWENS CORNING 0.1%
Value ($000) $0 Shares 1,200 Est. Cost $45.91 Unrealized +266.8%
BIV VANGUARD BOND INDEX 0.1%
Value ($000) $0 Shares 2,675 Est. Cost $0.08 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $0 Shares 770 Est. Cost $211.69 Unrealized +13.5%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $0 Shares 12,004 Est. Cost $175.66 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 632 Est. Cost $92.40 Unrealized +188.6%
DOW DOW INC 0.1%
Value ($000) $0 Shares 3,500 Est. Cost $45.79 Unrealized +4.6%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $0 Shares 92 Est. Cost $1188.00 Unrealized +58.5%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $0 Shares 3,347 Est. Cost $28.16 Unrealized +94.8%
NKE NIKE INC 0.1%
Value ($000) $0 Shares 2,065 Est. Cost $76.55 Unrealized -0.7%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $0 Shares 725 Est. Cost $72.11 Unrealized +223.1%
VCSH VANGUARD SHORT-TERM CORPORATE BD FD 0.1%
Value ($000) $0 Shares 2,260 Est. Cost $0.08 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $0 Shares 4,632 Est. Cost $35.09 Unrealized +1.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $0 Shares 2,350 Est. Cost $48.56 Unrealized +38.3%
ORCL ORACLE CORP 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $29.64 Unrealized +382.6%
CVX CHEVRON CORP (NEW) 0.1%
Value ($000) $0 Shares 1,129 Est. Cost $77.40 Unrealized +80.8%
OGE OGE ENERGY CORP 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $38.81 Unrealized 0.0%
SHW SHERWIN-WILLIAMS COMPANY 0.1%
Value ($000) $0 Shares 430 Est. Cost $224.06 Unrealized +53.9%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $0 Shares 650 Est. Cost $151.48 Unrealized +39.2%
LIN LINDE PLC NEW 0.0%
Value ($000) $0 Shares 300 Est. Cost $322.30 Unrealized +39.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $339.69 Unrealized +60.3%
CRM SALESFORCE INC 0.0%
Value ($000) $0 Shares 505 Est. Cost $152.88 Unrealized +66.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 1,625 Est. Cost $64.03 Unrealized +24.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 680 Est. Cost $49.75 Unrealized +247.4%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $0 Shares 540 Est. Cost $121.73 Unrealized +93.9%
TOTALENERGIES SE 0.0%
Value ($000) $0 Shares 1,960 Est. Cost $42.19 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $0 Shares 955 Est. Cost $63.59 Unrealized +74.7%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $1106.73 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 1,090 Est. Cost $50.11 Unrealized +97.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 550 Est. Cost $39.62 Unrealized +373.0%
WTS WATTS WATER TECHNOLOGIES 0.0%
Value ($000) $0 Shares 540 Est. Cost $193.36 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 1,856 Est. Cost $46.25 Unrealized +16.3%
MAS MASCO CORP 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $51.71 Unrealized +43.2%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $0 Shares 208 Est. Cost $499.67 Unrealized +9.8%
MBB ISHARES 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $0.09 Unrealized
IR INGERSOLL RAND INC CORP 0.0%
Value ($000) $0 Shares 1,058 Est. Cost $33.31 Unrealized +178.7%
ANSYS INC 0.0%
Value ($000) $0 Shares 325 Est. Cost $174.40 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $0 Shares 9,060 Est. Cost $7.12 Unrealized +40.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 745 Est. Cost $119.35 Unrealized +16.8%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 750 Est. Cost $84.07 Unrealized +45.1%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 387 Est. Cost $229.79 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 2,075 Est. Cost $23.28 Unrealized +75.5%
EPD ENTERPRISE PRODUCT PARTNERS LP 0.0%
Value ($000) $0 Shares 3,200 Est. Cost $26.56 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 892 Est. Cost $89.26 Unrealized +4.2%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 575 Est. Cost $117.22 Unrealized +15.7%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 355 Est. Cost $179.88 Unrealized +24.9%
DEO DIAGEO PLC 0.0%
Value ($000) $0 Shares 597 Est. Cost $109.91 Unrealized
ALC ALCON AG CORP 0.0%
Value ($000) $0 Shares 840 Est. Cost $84.76 Unrealized +10.6%
UPS UNITED PARCEL SVC INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $75.61 Unrealized +59.4%
COP CONOCOPHILLIPS COMPANY 0.0%
Value ($000) $0 Shares 778 Est. Cost $105.08 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $24.47 Unrealized +200.2%
POOL POOL CORP 0.0%
Value ($000) $0 Shares 210 Est. Cost $340.10 Unrealized -0.4%
WBD WARNER BROS. DISCOVERY 0.0%
Value ($000) $0 Shares 9,382 Est. Cost $13.59 Unrealized -42.5%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $0 Shares 480 Est. Cost $110.43 Unrealized +37.4%
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $563.59 Unrealized +444.8%
SPGI S & P GLOBAL INC 0.0%
Value ($000) $0 Shares 145 Est. Cost $417.79 Unrealized +17.3%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $89.31 Unrealized +84.1%
STAG STAG INDL INC 0.0%
Value ($000) $0 Shares 1,750 Est. Cost $15.76 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $0 Shares 1,280 Est. Cost $10.69 Unrealized +313.6%
IFF INTERNATIONAL FLAVORS & FRAGRANCES 0.0%
Value ($000) $0 Shares 609 Est. Cost $113.18 Unrealized -14.7%
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 400 Est. Cost $131.00 Unrealized -0.4%
GSK GSK PLC ADR REP 2 CORP 0.0%
Value ($000) $0 Shares 1,421 Est. Cost $29.56 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 900 Est. Cost $48.45 Unrealized +22.6%
FUN SIX FLAGS ENTERTAINMENT CORP NEW 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $45.74 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 1,256 Est. Cost $29.34 Unrealized +30.8%
HPE HEWLETT PACKARD ENTERPRISE INC 0.0%
Value ($000) $0 Shares 2,650 Est. Cost $14.96 Unrealized +22.9%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 389 Est. Cost $128.40 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $9.12 Unrealized +264.4%
RCL ROYAL CARIBBEAN CRUISES L 0.0%
Value ($000) $0 Shares 270 Est. Cost $97.37 Unrealized +63.6%
WES WESTERN MIDSTREAM PARTNERS 0.0%
Value ($000) $0 Shares 1,253 Est. Cost $31.37 Unrealized
ITT ITT INC CORP 0.0%
Value ($000) $0 Shares 314 Est. Cost $136.13 Unrealized 0.0%
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $0 Shares 300 Est. Cost $54.99 Unrealized +165.1%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 140 Est. Cost $133.36 Unrealized +116.0%
WAB WABTEC CORP 0.0%
Value ($000) $0 Shares 242 Est. Cost $75.21 Unrealized +116.7%
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value ($000) $0 Shares 900 Est. Cost $38.30 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $0 Shares 1,292 Est. Cost $21.79 Unrealized +35.1%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $143.98 Unrealized +156.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $87.29 Unrealized +8.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 360 Est. Cost $126.83 Unrealized -11.9%
TIP ISHARES LEHMAN TREAS 0.0%
Value ($000) $0 Shares 365 Est. Cost $110.83 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $22.59 Unrealized +150.6%
RMD RESMED INC 0.0%
Value ($000) $0 Shares 160 Est. Cost $180.21 Unrealized +22.5%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES 0.0%
Value ($000) $0 Shares 500 Est. Cost $40.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 240 Est. Cost $124.64 Unrealized +13.1%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 314 Est. Cost $107.07 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $115.58 Unrealized +4.2%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $500.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $0 Shares 420 Est. Cost $34.85 Unrealized +106.2%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $0 Shares 600 Est. Cost $32.68 Unrealized +39.9%
QRVO QORVO INC 0.0%
Value ($000) $0 Shares 315 Est. Cost $106.24 Unrealized +5.7%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 610 Est. Cost $45.30 Unrealized -3.6%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 2,712 Est. Cost $13.33 Unrealized -18.9%
WSO WATSCO INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $165.20 Unrealized +190.9%
NVO NOVO-NORDISK AS 0.0%
Value ($000) $0 Shares 242 Est. Cost $0.12 Unrealized
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $0 Shares 800 Est. Cost $33.53 Unrealized +1.8%
RNAC CARTESIAN THERAPEUTICES INC 0.0%
Value ($000) $0 Shares 1,759 Est. Cost $23.87 Unrealized -34.5%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.08 Unrealized
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $28.39 Unrealized -38.2%
CE CELANESE CORPORATION 0.0%
Value ($000) $0 Shares 200 Est. Cost $109.79 Unrealized +18.6%
VERA VERA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $17.16 Unrealized +121.2%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $0 Shares 165 Est. Cost $164.48 Unrealized 0.0%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $0 Shares 224 Est. Cost $73.42 Unrealized +46.5%
ADM ARCHER-DANIELS-MIDLAND COMPANY 0.0%
Value ($000) $0 Shares 350 Est. Cost $29.61 Unrealized +95.3%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $140.25 Unrealized +139.5%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $25.21 Unrealized -6.7%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $54.64 Unrealized +53.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 270 Est. Cost $35.88 Unrealized +68.1%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $0 Shares 844 Est. Cost $16.80 Unrealized +11.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 380 Est. Cost $45.85 Unrealized -6.9%
TGNA TEGNA INC 0.0%
Value ($000) $0 Shares 950 Est. Cost $15.16 Unrealized -3.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 150 Est. Cost $81.67 Unrealized +1.4%
KN KNOWLES CORP 0.0%
Value ($000) $0 Shares 800 Est. Cost $16.39 Unrealized +8.1%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 130 Est. Cost $121.47 Unrealized -24.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $0 Shares 170 Est. Cost $65.14 Unrealized +11.9%
BABA ALIBABA GROUP HOLDINGS 0.0%
Value ($000) $0 Shares 100 Est. Cost $173.00 Unrealized
SW SMURFIT WESTROCK LTD 0.0%
Value ($000) $0 Shares 225 Est. Cost $43.84 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP INC 0.0%
Value ($000) $0 Shares 128 Est. Cost $76.36 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $0 Shares 350 Est. Cost $16.13 Unrealized +66.6%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $0 Shares 619 Est. Cost $0.01 Unrealized
IJR ISHARES CORP SP SMALL CAP 0.0%
Value ($000) $0 Shares 75 Est. Cost $80.75 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 842 Est. Cost $10.70 Unrealized 0.0%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 383 Est. Cost $19.29 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $0 Shares 50 Est. Cost $146.90 Unrealized 0.0%
CCL CARNIVAL CORPORATION 0.0%
Value ($000) $0 Shares 400 Est. Cost $46.80 Unrealized -63.8%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $103.43 Unrealized -72.6%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $292.38 Unrealized -68.6%
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 -1.2%
ALV AUTOLIV 0.0%
Value ($000) $0 Shares 40 Est. Cost $62.52 Unrealized +54.1%
NET CLOUDFLARE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $119.48 Unrealized -32.7%
VTR VENTAS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $42.58 Unrealized +31.4%
AFRM AFFIRM HOLDINGS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $79.91 Unrealized -58.5%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $0 Shares 45 Est. Cost $56.00 Unrealized -1.4%
KD KYNDRYL HOLDINGS INC CORP 0.0%
Value ($000) $0 Shares 101 Est. Cost $21.59 Unrealized +13.0%
VAC MARRIOTT VACATIONS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 34 Est. Cost $77.23 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $75.36 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $46.22 Unrealized -51.9%
ZUORA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.06 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $86.79 Unrealized -92.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.42 Unrealized -46.2%