Arlington Partners LLC Diversified Active

CIK: 0001389848 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 28, 2022

Total Value ($000): $249,400 (100.0% shares, 0.0% debt)

Holdings (364)

VYM Vanguard High Dividend Yield Index ETF 16.3%
Value ($000) $40,569 Shares 427,583 Est. Cost $82.13 Unrealized
VEA Vanguard FTSE Developed Markets ETF 13.6%
Value ($000) $33,916 Shares 932,775 Est. Cost $50.62 Unrealized
VIG Vanguard Dividend Appreciation ETF 8.5%
Value ($000) $21,272 Shares 157,381 Est. Cost $122.72 Unrealized
VYMI Vanguard International High Dividend Yield Index ETF 4.9%
Value ($000) $12,206 Shares 234,547 Est. Cost $62.59 Unrealized
BRK/B Berkshire Hathaway Inc B 3.4%
Value ($000) $8,532 Shares 31,953 Est. Cost $233.48 Unrealized +21.9%
SMDV ProShares Russell 2000 Dividend Growers ETF 2.9%
Value ($000) $7,260 Shares 130,804 Est. Cost $51.98 Unrealized
MSFT Microsoft Corp 2.5%
Value ($000) $6,252 Shares 26,844 Est. Cost $206.01 Unrealized +24.7%
AAPL Apple Inc 2.5%
Value ($000) $6,158 Shares 44,558 Est. Cost $114.35 Unrealized +34.9%
EPD Enterprise Products Partners LP 1.8%
Value ($000) $4,578 Shares 192,529 Est. Cost $21.64 Unrealized
IVE iShares S&P 500 Value ETF 1.8%
Value ($000) $4,493 Shares 34,957 Est. Cost $131.92 Unrealized
DIS Disney Walt Co 1.6%
Value ($000) $3,895 Shares 41,289 Est. Cost $128.41 Unrealized -18.6%
RTX Raytheon Technologies Corp 1.3%
Value ($000) $3,197 Shares 39,056 Est. Cost $58.70 Unrealized +42.8%
ORCL Oracle Corp 1.3%
Value ($000) $3,189 Shares 52,216 Est. Cost $53.21 Unrealized +31.9%
GOOGL Alphabet Inc. Stock Class A 1.2%
Value ($000) $3,057 Shares 31,964 Est. Cost $108.89 Unrealized +1.1%
VTI Vanguard Total Stock Market (ETF) 1.2%
Value ($000) $3,005 Shares 16,741 Est. Cost $193.71 Unrealized
VOOV Vanguard S&P 500 Value ETF 1.2%
Value ($000) $2,958 Shares 23,828 Est. Cost $93.49 Unrealized
HD Home Depot Inc 1.1%
Value ($000) $2,839 Shares 10,290 Est. Cost $276.39 Unrealized -2.1%
Unilever Plc Sponsored ADR 1.1%
Value ($000) $2,793 Shares 63,703 Est. Cost $55.96 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $2,716 Shares 16,626 Est. Cost $130.95 Unrealized +16.8%
ACWI iShares MSCI ACWI Index ETF 1.1%
Value ($000) $2,653 Shares 34,083 Est. Cost $70.21 Unrealized
MDT Medtronic PLC 1.1%
Value ($000) $2,641 Shares 32,706 Est. Cost $90.69 Unrealized -10.9%
DVY iShares Select Dividend ETF 1.0%
Value ($000) $2,429 Shares 22,650 Est. Cost $114.70 Unrealized
GD General Dynamics Corp 0.9%
Value ($000) $2,294 Shares 10,810 Est. Cost $133.55 Unrealized +57.9%
V Visa Inc Class A Shares 0.9%
Value ($000) $2,286 Shares 12,867 Est. Cost $204.33 Unrealized -2.9%
BIL SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF 0.9%
Value ($000) $2,191 Shares 23,920 Est. Cost $91.47 Unrealized
SBUX Starbucks Corp 0.9%
Value ($000) $2,146 Shares 25,472 Est. Cost $80.83 Unrealized -3.1%
ACN Accenture Plc 0.8%
Value ($000) $2,003 Shares 7,786 Est. Cost $234.13 Unrealized +17.3%
NVO Novo Nordisk A/S Spons Adr 0.8%
Value ($000) $1,991 Shares 19,986 Est. Cost $61.36 Unrealized
WMT Wal-Mart Stores Inc 0.7%
Value ($000) $1,860 Shares 14,338 Est. Cost $39.62 Unrealized +6.0%
VTWO Vanguard Russell 2000 Index Fund ETF 0.7%
Value ($000) $1,822 Shares 27,340 Est. Cost $135.42 Unrealized
BIIB Biogen Idec Inc 0.7%
Value ($000) $1,772 Shares 6,635 Est. Cost $289.83 Unrealized -26.7%
CHRW C.H. Robinson Worldwide Inc 0.7%
Value ($000) $1,662 Shares 17,256 Est. Cost $68.92 Unrealized +43.2%
NKE Nike Inc Cl B 0.6%
Value ($000) $1,614 Shares 19,415 Est. Cost $102.58 Unrealized -1.0%
AMZN Amazon.com Inc 0.6%
Value ($000) $1,593 Shares 14,100 Est. Cost $126.83 Unrealized -0.3%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $1,592 Shares 4,456 Est. Cost $377.89 Unrealized
BDX Becton Dickinson & Co 0.6%
Value ($000) $1,471 Shares 6,600 Est. Cost $223.15 Unrealized +5.1%
ADBE Adobe Systems Incorporated 0.6%
Value ($000) $1,459 Shares 5,301 Est. Cost $493.44 Unrealized -23.3%
IFF International Flavors & Fragrances 0.6%
Value ($000) $1,412 Shares 15,543 Est. Cost $107.00 Unrealized -2.9%
GOOG Alphabet Inc 0.5%
Value ($000) $1,302 Shares 13,540 Est. Cost $110.89 Unrealized -0.1%
VT Vanguard Total World Stock Index ETF 0.5%
Value ($000) $1,293 Shares 16,392 Est. Cost $67.41 Unrealized
IAU iShares Gold Trust 0.4%
Value ($000) $1,085 Shares 34,410 Est. Cost $34.31 Unrealized
IXUS iShares Core MSCI Total Intl Stock Mkt ETF 0.4%
Value ($000) $1,069 Shares 21,001 Est. Cost $64.60 Unrealized
VGT Vanguard Information Technology ETF 0.4%
Value ($000) $1,017 Shares 3,310 Est. Cost $426.56 Unrealized
CTSH Cognizant Technology Solutions Corp Class A 0.4%
Value ($000) $990 Shares 17,234 Est. Cost $56.20 Unrealized +10.2%
VOO Vanguard S&P 500 ETF 0.4%
Value ($000) $913 Shares 2,782 Est. Cost $370.58 Unrealized
IVV iShares Core S&P 500 (Mkt) 0.4%
Value ($000) $900 Shares 2,510 Est. Cost $415.88 Unrealized
PG Procter & Gamble Co 0.4%
Value ($000) $873 Shares 6,914 Est. Cost $104.67 Unrealized +24.8%
XLF Financial Select Sector SPDR (Mkt) 0.3%
Value ($000) $799 Shares 26,308 Est. Cost $37.83 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $791 Shares 19,767 Est. Cost $37.54 Unrealized +6.7%
DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn 0.3%
Value ($000) $784 Shares 25,000 Est. Cost $25.00 Unrealized
XLV SPDR Health Care Select Sector 0.3%
Value ($000) $720 Shares 5,943 Est. Cost $138.00 Unrealized
BAC Bank Of America Corp 0.3%
Value ($000) $710 Shares 23,499 Est. Cost $33.13 Unrealized -7.7%
VCSH Vanguard Short-Term Corp Bond Index ETF 0.2%
Value ($000) $598 Shares 8,050 Est. Cost $79.10 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $596 Shares 2,642 Est. Cost $190.28 Unrealized +14.5%
ABBV Abbvie Inc Com 0.2%
Value ($000) $555 Shares 4,136 Est. Cost $103.11 Unrealized +23.3%
MLPX Global X MLP & Energy Infrastructure 0.2%
Value ($000) $545 Shares 14,541 Est. Cost $30.37 Unrealized
Magellan Midstream Partners LP 0.2%
Value ($000) $487 Shares 10,246 Est. Cost $45.58 Unrealized
BSV Vanguard Short-Term Bond Fund ETF 0.2%
Value ($000) $483 Shares 6,450 Est. Cost $81.61 Unrealized
DG Dollar General Corp 0.2%
Value ($000) $479 Shares 1,996 Est. Cost $194.89 Unrealized +19.0%
GLD SPDR Gold Trust 0.2%
Value ($000) $476 Shares 3,080 Est. Cost $126.69 Unrealized
PEP Pepsico Inc 0.2%
Value ($000) $461 Shares 2,825 Est. Cost $113.36 Unrealized +36.2%
XLI SPDR Industrial Select Sector 0.2%
Value ($000) $450 Shares 5,430 Est. Cost $103.70 Unrealized
HCA HCA Healthcare Inc 0.2%
Value ($000) $439 Shares 2,386 Est. Cost $135.40 Unrealized +42.9%
GS Goldman Sachs 0.2%
Value ($000) $431 Shares 1,470 Est. Cost $337.80 Unrealized -12.1%
PFE Pfizer Inc 0.2%
Value ($000) $411 Shares 9,383 Est. Cost $36.32 Unrealized +11.3%
ELV Anthem Inc 0.2%
Value ($000) $403 Shares 887 Est. Cost $360.18 Unrealized +26.4%
META Facebook Inc Class A 0.1%
Value ($000) $369 Shares 2,717 Est. Cost $263.85 Unrealized -39.0%
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $357 Shares 2,084 Est. Cost $84.82 Unrealized +102.6%
MA Mastercard Inc Class A 0.1%
Value ($000) $346 Shares 1,217 Est. Cost $337.63 Unrealized -3.7%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $342 Shares 677 Est. Cost $394.35 Unrealized +25.5%
FDX FedEx Corp 0.1%
Value ($000) $310 Shares 2,088 Est. Cost $232.00 Unrealized -15.6%
JPM JP Morgan Chase & Co 0.1%
Value ($000) $287 Shares 2,751 Est. Cost $132.85 Unrealized -20.5%
CVX Chevron Corp 0.1%
Value ($000) $283 Shares 1,969 Est. Cost $90.13 Unrealized +47.4%
RSG Republic Services Inc 0.1%
Value ($000) $271 Shares 1,995 Est. Cost $88.65 Unrealized +51.0%
QCOM Qualcomm Inc 0.1%
Value ($000) $266 Shares 2,358 Est. Cost $107.85 Unrealized +17.8%
XOM Exxon Mobil Corp 0.1%
Value ($000) $259 Shares 2,971 Est. Cost $52.15 Unrealized +56.0%
TSLA Tesla Motors Inc 0.1%
Value ($000) $252 Shares 951 Est. Cost $278.14 Unrealized +0.4%
STAG Stag Industrial Inc 0.1%
Value ($000) $250 Shares 8,796 Est. Cost $33.61 Unrealized
SO Southern Company 0.1%
Value ($000) $247 Shares 3,625 Est. Cost $63.99 Unrealized +4.6%
MDLZ Mondelez Intl Inc Com Cl A 0.1%
Value ($000) $234 Shares 4,274 Est. Cost $40.27 Unrealized +40.6%
Pinnacle Financial Partners Inc 0.1%
Value ($000) $227 Shares 2,802 Est. Cost $86.19 Unrealized
KO Coca Cola Co 0.1%
Value ($000) $221 Shares 3,953 Est. Cost $46.79 Unrealized +19.8%
TMUS T-Mobile US Inc 0.1%
Value ($000) $219 Shares 1,632 Est. Cost $134.10 Unrealized +1.2%
DE Deere & Company 0.1%
Value ($000) $216 Shares 647 Est. Cost $314.69 Unrealized +3.8%
CI Cigna Corp 0.1%
Value ($000) $215 Shares 774 Est. Cost $202.25 Unrealized +30.9%
FEZ SPDR Euro Stoxx 50 0.1%
Value ($000) $212 Shares 6,882 Est. Cost $41.15 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $203 Shares 9,061 Est. Cost $28.55 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $199 Shares 1,637 Est. Cost $23.29 Unrealized -32.2%
AMLP ALPS Alerian MLP ETF 0.1%
Value ($000) $196 Shares 5,350 Est. Cost $24.67 Unrealized
CRM Salesforce.com Inc. 0.1%
Value ($000) $195 Shares 1,359 Est. Cost $227.27 Unrealized -26.3%
COST Costco Wholesale Corp 0.1%
Value ($000) $188 Shares 398 Est. Cost $439.43 Unrealized +13.3%
TFC Truist Financial Corp 0.1%
Value ($000) $184 Shares 4,237 Est. Cost $41.63 Unrealized -3.4%
ASML ASML Holding NV ADR 0.1%
Value ($000) $162 Shares 389 Est. Cost $796.92 Unrealized
RF Regions Financial Corp 0.1%
Value ($000) $161 Shares 8,024 Est. Cost $13.54 Unrealized +34.0%
VTEB Vanguard Municipal Bond Fund ETF 0.1%
Value ($000) $161 Shares 3,351 Est. Cost $53.17 Unrealized
AMT American Tower REIT 0.1%
Value ($000) $161 Shares 752 Est. Cost $206.15 Unrealized +11.0%
ITOT iShares Core S&P Total US Stock Market 0.1%
Value ($000) $160 Shares 2,010 Est. Cost $98.38 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $154 Shares 1,187 Est. Cost $159.94 Unrealized -12.5%
MKL Markel Corporation 0.1%
Value ($000) $153 Shares 141 Est. Cost $1080.35 Unrealized +12.9%
ALC Alcon Inc Ord 0.1%
Value ($000) $150 Shares 2,575 Est. Cost $72.85 Unrealized -5.7%
TXN Texas Instruments Inc 0.1%
Value ($000) $149 Shares 965 Est. Cost $153.52 Unrealized -1.2%
WM Waste Management Inc 0.1%
Value ($000) $147 Shares 915 Est. Cost $113.73 Unrealized +37.6%
ITT ITT Inc 0.1%
Value ($000) $146 Shares 2,234 Est. Cost $82.49 Unrealized -11.6%
DOV Dover Corp 0.1%
Value ($000) $145 Shares 1,240 Est. Cost $119.60 Unrealized +2.2%
APA APA Corp 0.1%
Value ($000) $141 Shares 4,125 Est. Cost $16.21 Unrealized +96.4%
DHR Danaher Corp 0.1%
Value ($000) $137 Shares 531 Est. Cost $233.68 Unrealized +3.0%
Canadian Pacific Railway Ltd 0.1%
Value ($000) $135 Shares 2,025 Est. Cost $72.10 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $134 Shares 715 Est. Cost $232.31 Unrealized
RMD ResMed Inc. 0.1%
Value ($000) $133 Shares 609 Est. Cost $250.23 Unrealized -11.8%
RRX Regal Beloit Corp 0.1%
Value ($000) $133 Shares 947 Est. Cost $158.35 Unrealized -15.2%
LOW Lowes Companies Inc 0.1%
Value ($000) $132 Shares 704 Est. Cost $180.98 Unrealized +0.8%
GPN Global Payments Inc 0.1%
Value ($000) $130 Shares 1,199 Est. Cost $128.40 Unrealized -7.1%
GSG iShares S&P GSCI Commodity-Indexed Trust 0.1%
Value ($000) $129 Shares 6,250 Est. Cost $16.89 Unrealized
EQT EQT Corporation 0.1%
Value ($000) $129 Shares 3,163 Est. Cost $16.35 Unrealized +152.1%
ALLY Ally Financial Common 0.1%
Value ($000) $129 Shares 4,622 Est. Cost $35.55 Unrealized -17.8%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $127 Shares 1,787 Est. Cost $56.80 Unrealized +9.7%
SBNY Signature Bank 0.1%
Value ($000) $126 Shares 834 Est. Cost $225.77 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $126 Shares 1,020 Est. Cost $131.37 Unrealized
SFBS Servisfirst Bancshares 0.0%
Value ($000) $120 Shares 1,498 Est. Cost $36.87 Unrealized +114.8%
ON ON Semiconductor Corp 0.0%
Value ($000) $113 Shares 1,811 Est. Cost $55.72 Unrealized +15.6%
SYY Sysco Corp 0.0%
Value ($000) $113 Shares 1,603 Est. Cost $64.40 Unrealized +17.6%
JP Morgan Chase & Co Alerian MLP Index ETN 0.0%
Value ($000) $112 Shares 5,606 Est. Cost $19.28 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $111 Shares 3,800 Est. Cost $42.14 Unrealized -20.1%
CSL Carlisle Companies Inc 0.0%
Value ($000) $110 Shares 392 Est. Cost $145.09 Unrealized +89.7%
PLD Prologis, Inc. 0.0%
Value ($000) $109 Shares 1,071 Est. Cost $115.36 Unrealized -3.4%
ABT Abbott Laboratories 0.0%
Value ($000) $109 Shares 1,123 Est. Cost $101.17 Unrealized -1.1%
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $105 Shares 1,655 Est. Cost $120.46 Unrealized -29.3%
MGY Magnolia Oil & Gas Corp 0.0%
Value ($000) $105 Shares 5,320 Est. Cost $10.42 Unrealized +112.5%
TSM Taiwan Semiconductor Manufacturing Company ADR 0.0%
Value ($000) $105 Shares 1,528 Est. Cost $120.42 Unrealized
ZWS Zurn Water Solutions Corp 0.0%
Value ($000) $104 Shares 4,250 Est. Cost $29.19 Unrealized -5.9%
DFIN Donnelley Financial Solutions Inc 0.0%
Value ($000) $103 Shares 2,775 Est. Cost $23.14 Unrealized +62.0%
T AT&T Inc 0.0%
Value ($000) $100 Shares 6,500 Est. Cost $15.48 Unrealized -2.6%
FUL H.B. Fuller Company 0.0%
Value ($000) $99 Shares 1,646 Est. Cost $53.42 Unrealized +13.9%
ESI Element Solutions Inc 0.0%
Value ($000) $99 Shares 6,083 Est. Cost $17.19 Unrealized +3.4%
BHP BHP Hilliton Ltd ADR 0.0%
Value ($000) $98 Shares 1,954 Est. Cost $68.83 Unrealized
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $98 Shares 3,750 Est. Cost $32.94 Unrealized
LLY Eli Lilly & Co 0.0%
Value ($000) $97 Shares 299 Est. Cost $259.88 Unrealized +18.5%
ModivCare Inc 0.0%
Value ($000) $97 Shares 975 Est. Cost $147.69 Unrealized
PLAB Photronics, Inc. 0.0%
Value ($000) $96 Shares 6,540 Est. Cost $12.10 Unrealized +62.6%
LNG Cheniere Energy 0.0%
Value ($000) $96 Shares 579 Est. Cost $68.37 Unrealized +121.8%
MRK Merck & Co Inc 0.0%
Value ($000) $95 Shares 1,102 Est. Cost $64.41 Unrealized +24.8%
BA Boeing Company 0.0%
Value ($000) $94 Shares 779 Est. Cost $213.45 Unrealized -28.1%
TSCO Tractor Supply Co 0.0%
Value ($000) $93 Shares 500 Est. Cost $29.45 Unrealized +24.6%
MTD Mettler-Toledo International Inc. 0.0%
Value ($000) $90 Shares 83 Est. Cost $1511.82 Unrealized -17.8%
ENS EnerSys 0.0%
Value ($000) $90 Shares 1,553 Est. Cost $87.48 Unrealized -29.5%
EQIX Equinix Inc. 0.0%
Value ($000) $88 Shares 154 Est. Cost $653.05 Unrealized -6.7%
CLH Clean Harbors Inc 0.0%
Value ($000) $88 Shares 801 Est. Cost $89.50 Unrealized +19.6%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $87 Shares 171 Est. Cost $575.64 Unrealized -3.7%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $87 Shares 519 Est. Cost $111.61 Unrealized +45.8%
UNP Union Pacific Corp 0.0%
Value ($000) $87 Shares 446 Est. Cost $191.55 Unrealized +6.6%
LULU Lulu Lemon Athletica Inc 0.0%
Value ($000) $86 Shares 307 Est. Cost $427.35 Unrealized -27.4%
PFGC Performance Food Group 0.0%
Value ($000) $85 Shares 1,978 Est. Cost $52.79 Unrealized -6.4%
RJF Raymond James Financial Inc 0.0%
Value ($000) $82 Shares 830 Est. Cost $92.74 Unrealized +3.7%
TPL Texas Pacific Land Trust 0.0%
Value ($000) $82 Shares 46 Est. Cost $118.41 Unrealized +56.8%
MMM 3M Co 0.0%
Value ($000) $81 Shares 734 Est. Cost $115.16 Unrealized -16.3%
NEE Nextera Energy Inc 0.0%
Value ($000) $80 Shares 1,025 Est. Cost $67.06 Unrealized +15.0%
POR Portland General Electric 0.0%
Value ($000) $79 Shares 1,823 Est. Cost $35.57 Unrealized +23.4%
SLB Schlumberger Limited 0.0%
Value ($000) $78 Shares 2,166 Est. Cost $26.60 Unrealized +25.6%
VICI VICI Properties Inc 0.0%
Value ($000) $78 Shares 2,610 Est. Cost $24.17 Unrealized +13.3%
GPC Genuine Parts Company 0.0%
Value ($000) $77 Shares 513 Est. Cost $112.78 Unrealized +21.8%
ASH Ashland Global Holdings Inc. 0.0%
Value ($000) $75 Shares 794 Est. Cost $78.92 Unrealized +20.1%
BX Blackstone Group Inc 0.0%
Value ($000) $75 Shares 899 Est. Cost $42.09 Unrealized +107.4%
CG Carlyle Group Inc 0.0%
Value ($000) $74 Shares 2,852 Est. Cost $41.33 Unrealized -29.6%
STE Steris PLC 0.0%
Value ($000) $74 Shares 443 Est. Cost $220.21 Unrealized -10.4%
KBR KBR, Inc. 0.0%
Value ($000) $73 Shares 1,688 Est. Cost $30.25 Unrealized +56.8%
PB Prosperity Bancshares, Inc. 0.0%
Value ($000) $73 Shares 1,089 Est. Cost $62.58 Unrealized +1.5%
Blackrock Inc 0.0%
Value ($000) $72 Shares 130 Est. Cost $802.36 Unrealized
NSIT Insight Enterprises, Inc. 0.0%
Value ($000) $70 Shares 846 Est. Cost $85.70 Unrealized +3.8%
JCI Johnson Controls PLC 0.0%
Value ($000) $69 Shares 1,411 Est. Cost $50.64 Unrealized -2.0%
SEE Sealed Air Corp 0.0%
Value ($000) $69 Shares 1,560 Est. Cost $42.15 Unrealized +20.9%
AVGO Broadcom Inc. 0.0%
Value ($000) $69 Shares 155 Est. Cost $51.97 Unrealized -7.5%
KR Kroger Co 0.0%
Value ($000) $68 Shares 1,543 Est. Cost $27.33 Unrealized +61.3%
ENOV Colfax Corp 0.0%
Value ($000) $67 Shares 1,458 Est. Cost $64.47 Unrealized -15.9%
FNF Fidelity National Fin Inc 0.0%
Value ($000) $64 Shares 1,773 Est. Cost $30.18 Unrealized +3.9%
GM General Motors Co 0.0%
Value ($000) $64 Shares 2,005 Est. Cost $43.36 Unrealized -18.3%
MCK Mckesson Corp 0.0%
Value ($000) $64 Shares 188 Est. Cost $195.10 Unrealized +74.9%
MOG/A Moog Inc 0.0%
Value ($000) $63 Shares 894 Est. Cost $76.34 Unrealized +1.6%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $62 Shares 1,010 Est. Cost $29.61 Unrealized +105.0%
HWC Hancock Holding Co 0.0%
Value ($000) $62 Shares 1,364 Est. Cost $39.36 Unrealized +22.2%
SHW Sherwin-Williams Co 0.0%
Value ($000) $60 Shares 292 Est. Cost $260.88 Unrealized -12.0%
F Ford Motor Company 0.0%
Value ($000) $59 Shares 5,271 Est. Cost $8.79 Unrealized +23.5%
Linde PLC 0.0%
Value ($000) $57 Shares 212 Est. Cost $344.34 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $57 Shares 245 Est. Cost $229.60 Unrealized +2.9%
EVR Evercore Inc 0.0%
Value ($000) $57 Shares 699 Est. Cost $111.29 Unrealized -20.1%
EOG EOG Resources Inc 0.0%
Value ($000) $56 Shares 500 Est. Cost $73.31 Unrealized +33.2%
AIZ Assurant 0.0%
Value ($000) $56 Shares 385 Est. Cost $126.04 Unrealized +22.0%
DAL Delta Airlines Inc 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $47.10 Unrealized -34.4%
Dish Network Corp Class A 0.0%
Value ($000) $55 Shares 4,000 Est. Cost $47.75 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $55 Shares 145 Est. Cost $116.98 Unrealized -23.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $54 Shares 630 Est. Cost $83.23 Unrealized -2.1%
NVST Envista Holdings Corp 0.0%
Value ($000) $53 Shares 1,617 Est. Cost $38.10 Unrealized -0.5%
LAM Research Corp 0.0%
Value ($000) $53 Shares 146 Est. Cost $719.18 Unrealized
CVS CVS Caremark Corporation 0.0%
Value ($000) $50 Shares 528 Est. Cost $84.12 Unrealized +4.2%
ESAB Esab Corp 0.0%
Value ($000) $49 Shares 1,458 Est. Cost $47.67 Unrealized -15.1%
ZTS Zoetis Inc Common 0.0%
Value ($000) $49 Shares 333 Est. Cost $173.83 Unrealized -7.1%
ECL Ecolab Inc 0.0%
Value ($000) $48 Shares 332 Est. Cost $208.73 Unrealized -25.2%
OMF OneMain Holdings, Inc. 0.0%
Value ($000) $48 Shares 1,641 Est. Cost $52.71 Unrealized -30.2%
AXP American Express Co 0.0%
Value ($000) $47 Shares 347 Est. Cost $134.42 Unrealized +7.8%
CL Colgate-Palmolive Co 0.0%
Value ($000) $47 Shares 670 Est. Cost $63.89 Unrealized +13.4%
Synovus Financial Corp Com 0.0%
Value ($000) $47 Shares 1,256 Est. Cost $40.52 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $47 Shares 1,180 Est. Cost $45.76 Unrealized -13.9%
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $47 Shares 252 Est. Cost $317.24 Unrealized -32.3%
ENPH Enphase Energy Inc 0.0%
Value ($000) $46 Shares 167 Est. Cost $176.36 Unrealized +52.9%
ACM Aecom 0.0%
Value ($000) $46 Shares 666 Est. Cost $54.74 Unrealized +25.3%
TNL Travel Plus Leisure Co 0.0%
Value ($000) $46 Shares 1,348 Est. Cost $45.18 Unrealized -19.3%
TDG TransDigm Group Inc. 0.0%
Value ($000) $45 Shares 86 Est. Cost $480.67 Unrealized +4.6%
LAMR Lamar Advertising Co 0.0%
Value ($000) $44 Shares 532 Est. Cost $93.98 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $43 Shares 110 Est. Cost $601.47 Unrealized -29.7%
AFG American Financial Group Inc. 0.0%
Value ($000) $43 Shares 350 Est. Cost $61.35 Unrealized +70.0%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $42 Shares 227 Est. Cost $169.50 Unrealized +5.1%
SNPS Synopsys, Inc. 0.0%
Value ($000) $42 Shares 139 Est. Cost $337.23 Unrealized +0.4%
EPP Ishares MSCI Pacific Ex Japan ETF 0.0%
Value ($000) $41 Shares 1,095 Est. Cost $48.79 Unrealized
SPGI S&P Global Inc. 0.0%
Value ($000) $40 Shares 131 Est. Cost $391.79 Unrealized -11.3%
MSM MSC Industrial Direct 0.0%
Value ($000) $39 Shares 529 Est. Cost $84.91 Unrealized -7.2%
CMA Comerica Inc 0.0%
Value ($000) $39 Shares 546 Est. Cost $70.25 Unrealized -5.8%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $37 Shares 147 Est. Cost $278.30 Unrealized -9.9%
MTB M&T Bank Corp 0.0%
Value ($000) $36 Shares 202 Est. Cost $123.60 Unrealized +27.9%
TM Toyota Motor Corp Sponsored ADR (ISIN #US8923313071 SEDOL #2898957) 0.0%
Value ($000) $35 Shares 271 Est. Cost $184.50 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $35 Shares 294 Est. Cost $65.95 Unrealized +62.9%
GE General Electric Co 0.0%
Value ($000) $34 Shares 547 Est. Cost $47.56 Unrealized -9.1%
MSCI MSCI Inc 0.0%
Value ($000) $34 Shares 80 Est. Cost $589.77 Unrealized -25.3%
OKE ONEOK Inc 0.0%
Value ($000) $33 Shares 645 Est. Cost $49.62 Unrealized +0.3%
MRSH Marsh & Mclennan Companies Inc 0.0%
Value ($000) $32 Shares 214 Est. Cost $156.21 Unrealized -2.5%
UBER Uber Technologies, Inc. 0.0%
Value ($000) $31 Shares 1,160 Est. Cost $53.54 Unrealized -48.4%
DUK Duke Energy Corp 0.0%
Value ($000) $31 Shares 332 Est. Cost $72.15 Unrealized +30.3%
COP Conocophillips 0.0%
Value ($000) $31 Shares 304 Est. Cost $62.64 Unrealized +40.8%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $31 Shares 381 Est. Cost $134.61 Unrealized -30.6%
HON Honeywell International Inc 0.0%
Value ($000) $31 Shares 184 Est. Cost $181.14 Unrealized -10.5%
UNM Unum Group 0.0%
Value ($000) $30 Shares 774 Est. Cost $25.60 Unrealized +42.9%
TGT Target Corp 0.0%
Value ($000) $30 Shares 201 Est. Cost $204.69 Unrealized -30.2%
COF Capital One Financial Corp 0.0%
Value ($000) $30 Shares 323 Est. Cost $119.99 Unrealized -16.4%
MCO Moody's Corporation 0.0%
Value ($000) $30 Shares 123 Est. Cost $372.33 Unrealized -24.2%
FISV Fiserv, Inc. 0.0%
Value ($000) $29 Shares 315 Est. Cost $103.40 Unrealized -1.4%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $29 Shares 2,211 Est. Cost $12.71 Unrealized -10.2%
INTC Intel Corp 0.0%
Value ($000) $29 Shares 1,128 Est. Cost $49.66 Unrealized -34.9%
MRVL Marvell Technology Group Ltd. 0.0%
Value ($000) $29 Shares 666 Est. Cost $55.82 Unrealized -12.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $29 Shares 76 Est. Cost $360.96 Unrealized +5.5%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $28 Shares 195 Est. Cost $137.49 Unrealized +3.7%
SCHW The Charles Schwab Corporation 0.0%
Value ($000) $28 Shares 384 Est. Cost $76.51 Unrealized -13.5%
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $28 Shares 165 Est. Cost $218.18 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $28 Shares 155 Est. Cost $210.30 Unrealized -13.6%
APH Amphenol Corporation 0.0%
Value ($000) $27 Shares 406 Est. Cost $38.92 Unrealized -9.5%
ADI Analog Devices Inc 0.0%
Value ($000) $27 Shares 196 Est. Cost $164.67 Unrealized -9.5%
DD DuPont Inc. 0.0%
Value ($000) $27 Shares 540 Est. Cost $28.36 Unrealized -21.6%
PSX Phillips 66 0.0%
Value ($000) $26 Shares 316 Est. Cost $73.47 Unrealized +2.6%
CHTR Charter Communications Inc. 0.0%
Value ($000) $26 Shares 87 Est. Cost $747.11 Unrealized -42.7%
CBT Cabot Corp 0.0%
Value ($000) $25 Shares 386 Est. Cost $44.40 Unrealized +48.0%
FRCB First Rep Bank San Fran 0.0%
Value ($000) $25 Shares 189 Est. Cost $208.96 Unrealized -26.8%
AZN Astrazeneca Plc ADR 0.0%
Value ($000) $23 Shares 422 Est. Cost $59.24 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $23 Shares 152 Est. Cost $144.79 Unrealized +5.1%
BABA Alibaba Group Holding LTD ADR 0.0%
Value ($000) $23 Shares 285 Est. Cost $114.62 Unrealized
KKR KKR & Co Inc 0.0%
Value ($000) $23 Shares 530 Est. Cost $60.50 Unrealized -18.7%
HDB HDFC Bank LTD ADR 0.0%
Value ($000) $23 Shares 400 Est. Cost $65.00 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $22 Shares 108 Est. Cost $175.75 Unrealized +22.1%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $21 Shares 91 Est. Cost $263.65 Unrealized -14.1%
SPG Simon Property Group 0.0%
Value ($000) $21 Shares 233 Est. Cost $121.27 Unrealized -30.2%
SVB Financial Group 0.0%
Value ($000) $21 Shares 64 Est. Cost $671.88 Unrealized
AEP American Electric Power Inc 0.0%
Value ($000) $20 Shares 234 Est. Cost $72.48 Unrealized +20.2%
PGR Progressive Corporation 0.0%
Value ($000) $20 Shares 174 Est. Cost $96.78 Unrealized +13.5%
TROW T Rowe Price Group Inc 0.0%
Value ($000) $20 Shares 195 Est. Cost $168.65 Unrealized -39.7%
DVN Devon Energy Corp 0.0%
Value ($000) $20 Shares 339 Est. Cost $33.60 Unrealized +57.6%
BANF BancFirst Corporation 0.0%
Value ($000) $19 Shares 212 Est. Cost $60.44 Unrealized +59.4%
PCAR Paccar Inc 0.0%
Value ($000) $19 Shares 232 Est. Cost $48.76 Unrealized +3.2%
NSC Norfolk Southern Corp 0.0%
Value ($000) $19 Shares 91 Est. Cost $255.22 Unrealized -12.7%
AZO Autozone Inc 0.0%
Value ($000) $19 Shares 9 Est. Cost $1976.95 Unrealized +10.2%
MNDY Monday.com 0.0%
Value ($000) $19 Shares 169 Est. Cost $121.46 Unrealized -2.5%
WBD Warner Bros Discovery Inc Ser A 0.0%
Value ($000) $18 Shares 1,572 Est. Cost $18.55 Unrealized -26.7%
ETN Eaton Corp PLC 0.0%
Value ($000) $18 Shares 133 Est. Cost $155.46 Unrealized -14.2%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $18.72 Unrealized
Pioneer Natural Resources Company 0.0%
Value ($000) $18 Shares 82 Est. Cost $215.18 Unrealized
EW Edwards LIfe Sciences Corp 0.0%
Value ($000) $18 Shares 213 Est. Cost $116.64 Unrealized -17.5%
FITB Fifth Third Bancorp 0.0%
Value ($000) $18 Shares 567 Est. Cost $21.91 Unrealized +36.5%
BP BP PLC Spons ADR 0.0%
Value ($000) $17 Shares 594 Est. Cost $29.12 Unrealized
CAG Conagra Foods Inc. 0.0%
Value ($000) $17 Shares 512 Est. Cost $26.97 Unrealized +7.7%
TER Teradyne, Inc. 0.0%
Value ($000) $17 Shares 220 Est. Cost $138.21 Unrealized -35.0%
APO Apollo Global Management Inc Common Stock 0.0%
Value ($000) $17 Shares 371 Est. Cost $50.83 Unrealized +1.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $17 Shares 496 Est. Cost $29.49 Unrealized +6.7%
ICLR Icon Plc ADR 0.0%
Value ($000) $16 Shares 87 Est. Cost $279.80 Unrealized -22.2%
TT Trane Technologies PLC 0.0%
Value ($000) $15 Shares 101 Est. Cost $178.56 Unrealized -19.6%
TE Connectivity Ltd 0.0%
Value ($000) $15 Shares 140 Est. Cost $158.82 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $15 Shares 56 Est. Cost $345.28 Unrealized -18.4%
MPWR Monolithic Power Systems, Inc. 0.0%
Value ($000) $15 Shares 41 Est. Cost $500.08 Unrealized -13.4%
Activision Blizzard Inc 0.0%
Value ($000) $15 Shares 206 Est. Cost $77.52 Unrealized
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $15 Shares 433 Est. Cost $40.28 Unrealized -21.0%
EHC Encompass Health Corp 0.0%
Value ($000) $14 Shares 315 Est. Cost $61.91 Unrealized -21.5%
DXC DXC Technology Co 0.0%
Value ($000) $14 Shares 573 Est. Cost $32.58 Unrealized -15.6%
ADSK Autodesk Inc 0.0%
Value ($000) $14 Shares 75 Est. Cost $263.53 Unrealized -23.3%
SONY Sony Corp ADR 0.0%
Value ($000) $14 Shares 214 Est. Cost $126.98 Unrealized
IWM Ishares Russell 2000 ETF 0.0%
Value ($000) $14 Shares 83 Est. Cost $216.62 Unrealized
KEY Keycorp 0.0%
Value ($000) $13 Shares 837 Est. Cost $18.79 Unrealized -20.8%
MGM MGM Resorts International 0.0%
Value ($000) $13 Shares 452 Est. Cost $44.88 Unrealized -27.6%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $13 Shares 208 Est. Cost $73.87 Unrealized -17.9%
BBVA Banco Bilbao Vizcaya Argentaria S A Sponsored ADR 0.0%
Value ($000) $12 Shares 2,609 Est. Cost $5.74 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $12 Shares 60 Est. Cost $251.12 Unrealized -19.2%
NVR NVR, Inc. 0.0%
Value ($000) $12 Shares 3 Est. Cost $5278.12 Unrealized -19.3%
PWR Quanta Services Inc 0.0%
Value ($000) $12 Shares 94 Est. Cost $114.53 Unrealized +18.8%
CF CF Industries Holdings Inc 0.0%
Value ($000) $12 Shares 129 Est. Cost $57.35 Unrealized +57.8%
SBAC SBA Communications Corporation 0.0%
Value ($000) $12 Shares 42 Est. Cost $329.62 Unrealized -7.0%
BALL Ball Corporation 0.0%
Value ($000) $11 Shares 223 Est. Cost $84.80 Unrealized -30.9%
Discover Financial Services 0.0%
Value ($000) $11 Shares 117 Est. Cost $115.65 Unrealized
TXT Textron Inc 0.0%
Value ($000) $11 Shares 189 Est. Cost $73.92 Unrealized -14.5%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $10 Shares 133 Est. Cost $115.83 Unrealized -26.4%
EBAY Ebay Inc 0.0%
Value ($000) $10 Shares 279 Est. Cost $66.02 Unrealized -36.8%
HUBS HubSpot Inc 0.0%
Value ($000) $10 Shares 36 Est. Cost $650.44 Unrealized -51.2%
BEN Franklin Resources Inc 0.0%
Value ($000) $10 Shares 447 Est. Cost $26.58 Unrealized -19.5%
HOG Harley-Davidson Inc 0.0%
Value ($000) $10 Shares 278 Est. Cost $37.32 Unrealized +0.6%
ROK Rockwell Automation Inc 0.0%
Value ($000) $10 Shares 45 Est. Cost $308.06 Unrealized -28.6%
FCX Freeport-Mcmoran Copper & Gold 0.0%
Value ($000) $10 Shares 378 Est. Cost $35.78 Unrealized -22.1%
WMB Williams Companies Inc 0.0%
Value ($000) $9 Shares 306 Est. Cost $22.75 Unrealized +22.6%
ZION Zions Bancorporation NA 0.0%
Value ($000) $9 Shares 177 Est. Cost $63.85 Unrealized -14.4%
HSBC HSBC Holdings PLC 0.0%
Value ($000) $9 Shares 335 Est. Cost $29.85 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $9 Shares 402 Est. Cost $17.41 Unrealized
ALK Alaska Air Group 0.0%
Value ($000) $9 Shares 228 Est. Cost $54.14 Unrealized -18.9%
UPS United Parcel Service Cl B 0.0%
Value ($000) $9 Shares 53 Est. Cost $160.11 Unrealized +0.2%
NTRS Northern Trust Corp 0.0%
Value ($000) $9 Shares 103 Est. Cost $105.01 Unrealized -17.8%
IX Orix Corp. Sponsored ADR 0.0%
Value ($000) $9 Shares 132 Est. Cost $100.56 Unrealized
CBRE CBRE Group 0.0%
Value ($000) $8 Shares 125 Est. Cost $64.42 Unrealized +23.0%
TS Tenaris SA Sponsored ADR 0.0%
Value ($000) $8 Shares 322 Est. Cost $21.74 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $8 Shares 88 Est. Cost $161.83 Unrealized -43.1%
FAST Fastenal 0.0%
Value ($000) $8 Shares 174 Est. Cost $24.59 Unrealized -5.7%
EPR EPR Properties REIT 0.0%
Value ($000) $8 Shares 215 Est. Cost $50.59 Unrealized
GWW W W Grainger Inc. 0.0%
Value ($000) $8 Shares 16 Est. Cost $452.39 Unrealized +12.7%
ZS Zscaler Inc 0.0%
Value ($000) $8 Shares 49 Est. Cost $276.82 Unrealized -40.9%
EL Estee Lauder Companies Inc. 0.0%
Value ($000) $8 Shares 38 Est. Cost $317.73 Unrealized -24.3%
VLO Valero Energy Corp 0.0%
Value ($000) $7 Shares 61 Est. Cost $65.12 Unrealized +52.6%
A Agilent Technologies, Inc. 0.0%
Value ($000) $7 Shares 55 Est. Cost $151.43 Unrealized -17.2%
CNP CenterPoint Energy Inc 0.0%
Value ($000) $7 Shares 260 Est. Cost $24.02 Unrealized +18.9%
ENTG Entegris Inc 0.0%
Value ($000) $7 Shares 86 Est. Cost $137.46 Unrealized -30.0%
FTV Fortive Corp Com 0.0%
Value ($000) $7 Shares 118 Est. Cost $55.51 Unrealized -17.0%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $7 Shares 25 Est. Cost $400.00 Unrealized
Aegon N.V. 0.0%
Value ($000) $6 Shares 1,485 Est. Cost $4.71 Unrealized
Tilray Inc 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $22.50 Unrealized
EXPE Expedia Inc DE 0.0%
Value ($000) $6 Shares 59 Est. Cost $168.61 Unrealized -39.9%
CAT Caterpillar Inc 0.0%
Value ($000) $6 Shares 38 Est. Cost $192.08 Unrealized -10.3%
BILL Bill.com Holdings Inc 0.0%
Value ($000) $6 Shares 43 Est. Cost $282.75 Unrealized -49.2%
CTAS Cintas Corp 0.0%
Value ($000) $6 Shares 16 Est. Cost $103.73 Unrealized -4.5%
CPRT Copart, Inc. 0.0%
Value ($000) $6 Shares 58 Est. Cost $37.11 Unrealized -19.8%
TENB Tenable Holdings Inc 0.0%
Value ($000) $5 Shares 145 Est. Cost $51.75 Unrealized -19.0%
SNAP Snap Inc 0.0%
Value ($000) $5 Shares 500 Est. Cost $22.79 Unrealized -48.9%
AME Ametek Inc 0.0%
Value ($000) $5 Shares 43 Est. Cost $133.10 Unrealized -12.0%
WHR Whirpool Corporation 0.0%
Value ($000) $5 Shares 35 Est. Cost $219.62 Unrealized -27.5%
RHI Robert Half International Inc. 0.0%
Value ($000) $5 Shares 68 Est. Cost $111.35 Unrealized -29.8%
James Hardie Industries PLC ADR 0.0%
Value ($000) $5 Shares 248 Est. Cost $40.98 Unrealized
ALGN Align Tech 0.0%
Value ($000) $5 Shares 24 Est. Cost $642.93 Unrealized -60.0%
Laboratory Corp of America Holdings 0.0%
Value ($000) $4 Shares 20 Est. Cost $309.52 Unrealized
MAS Masco Corp 0.0%
Value ($000) $4 Shares 95 Est. Cost $49.96 Unrealized -2.2%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $4 Shares 6 Est. Cost $43.28 Unrealized +7.7%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $4 Shares 27 Est. Cost $174.29 Unrealized -18.5%
MT ArcelorMittal S.A. 0.0%
Value ($000) $4 Shares 199 Est. Cost $30.77 Unrealized
ViacomCBS Inc 0.0%
Value ($000) $4 Shares 211 Est. Cost $30.96 Unrealized
ROP Roper Industries Inc 0.0%
Value ($000) $3 Shares 9 Est. Cost $428.72 Unrealized -7.1%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $3 Shares 474 Est. Cost $11.17 Unrealized -10.3%
SHOP Shopify Inc 0.0%
Value ($000) $3 Shares 126 Est. Cost $106.36 Unrealized -68.0%
VUG Vanguard Growth Index Fund ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $210.53 Unrealized
HPQ HP Inc 0.0%
Value ($000) $2 Shares 86 Est. Cost $28.19 Unrealized -4.2%
UA Under Armour 0.0%
Value ($000) $2 Shares 282 Est. Cost $19.11 Unrealized -59.1%
UAA Under Armour Inc Class A Shs 0.0%
Value ($000) $2 Shares 281 Est. Cost $21.14 Unrealized -58.6%
UCB United Community Banks Inc Blairsville Ga 0.0%
Value ($000) $1 Shares 18 Est. Cost $27.68 Unrealized +20.1%
SLG SL Green Realty Corp Common Stock 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
OGN Organon & Co 0.0%
Value ($000) $1 Shares 24 Est. Cost $29.51 Unrealized -13.1%
NEO NeoGenomics, Inc. 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.55 Unrealized +4.0%
MS Morgan Stanley 0.0%
Value ($000) $1 Shares 17 Est. Cost $73.56 Unrealized +2.3%
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.42 Unrealized +2.9%
RBBN Ribbon Communications Inc Com 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.93 Unrealized -46.6%