Nicholas Hoffman & Company, LLC. Diversified Active

CIK: 0001678953 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 11, 2020

Total Value ($000): $297,228 (100.0% shares, 0.0% debt)

Holdings (183)

SPY SPDR S&P 500 ETF 8.6%
Value ($000) $25,496 Shares 98,916 Est. Cost $215.31 Unrealized
MSFT MICROSOFT CORP COM 8.0%
Value ($000) $23,635 Shares 149,861 Est. Cost $54.90 Unrealized +184.8%
VOO VANGUARD S&P 500 ETF 7.3%
Value ($000) $21,818 Shares 92,128 Est. Cost $237.70 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 5.6%
Value ($000) $16,587 Shares 160,431 Est. Cost $91.49 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 3.0%
Value ($000) $8,965 Shares 54,910 Est. Cost $146.97 Unrealized +20.5%
VO VANGUARD MID-CAP INDEX FUND 2.8%
Value ($000) $8,407 Shares 63,860 Est. Cost $134.17 Unrealized
KO COCA COLA CO COM 2.7%
Value ($000) $8,086 Shares 182,725 Est. Cost $33.62 Unrealized +33.8%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 2.7%
Value ($000) $8,045 Shares 196,123 Est. Cost $45.80 Unrealized
AAPL APPLE INC COM 2.3%
Value ($000) $6,927 Shares 27,241 Est. Cost $26.49 Unrealized +168.3%
VB VANGUARD SMALL-CAP INDEX FUND 1.9%
Value ($000) $5,761 Shares 49,901 Est. Cost $125.57 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.9%
Value ($000) $5,746 Shares 80,810 Est. Cost $68.75 Unrealized
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $5,411 Shares 41,268 Est. Cost $91.41 Unrealized +31.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.7%
Value ($000) $4,955 Shares 147,691 Est. Cost $38.37 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 1.2%
Value ($000) $3,643 Shares 86,812 Est. Cost $45.37 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.2%
Value ($000) $3,585 Shares 107,517 Est. Cost $37.58 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 1.2%
Value ($000) $3,452 Shares 38,875 Est. Cost $108.22 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.1%
Value ($000) $3,389 Shares 94,967 Est. Cost $45.22 Unrealized
PG PROCTER AND GAMBLE CO COM 1.0%
Value ($000) $3,062 Shares 27,836 Est. Cost $63.62 Unrealized +63.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.0%
Value ($000) $2,992 Shares 11 Est. Cost $250864.50 Unrealized +27.1%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 1.0%
Value ($000) $2,927 Shares 65,297 Est. Cost $51.83 Unrealized
HD HOME DEPOT INC COM 0.9%
Value ($000) $2,781 Shares 14,893 Est. Cost $114.71 Unrealized +65.7%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.9%
Value ($000) $2,601 Shares 20,179 Est. Cost $133.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $2,598 Shares 14,211 Est. Cost $168.79 Unrealized +25.9%
UPS UNITED PARCEL SERVICE INC CL B 0.8%
Value ($000) $2,515 Shares 26,922 Est. Cost $82.26 Unrealized -0.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.8%
Value ($000) $2,421 Shares 43,436 Est. Cost $46.64 Unrealized +4.1%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $2,327 Shares 14,072 Est. Cost $102.97 Unrealized +66.9%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $2,173 Shares 40,452 Est. Cost $33.70 Unrealized +21.7%
T AT&T INC COM 0.7%
Value ($000) $1,996 Shares 68,475 Est. Cost $15.14 Unrealized +20.0%
PEP PEPSICO INC COM 0.7%
Value ($000) $1,973 Shares 16,430 Est. Cost $80.91 Unrealized +39.4%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.6%
Value ($000) $1,899 Shares 31,805 Est. Cost $63.37 Unrealized
TFC TRUIST FINL CORP COM 0.6%
Value ($000) $1,883 Shares 61,043 Est. Cost $40.71 Unrealized -11.6%
LLY LILLY ELI & CO COM 0.6%
Value ($000) $1,877 Shares 13,528 Est. Cost $73.69 Unrealized +73.9%
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $1,705 Shares 44,908 Est. Cost $56.46 Unrealized -25.5%
SO SOUTHERN CO COM 0.6%
Value ($000) $1,670 Shares 30,841 Est. Cost $36.14 Unrealized +39.6%
KMB KIMBERLY CLARK CORP COM 0.6%
Value ($000) $1,669 Shares 13,051 Est. Cost $94.12 Unrealized +19.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $1,656 Shares 20,473 Est. Cost $55.20 Unrealized +31.7%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.6%
Value ($000) $1,644 Shares 49,787 Est. Cost $41.89 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,575 Shares 9,775 Est. Cost $93.99 Unrealized +92.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $1,515 Shares 11,086 Est. Cost $74.02 Unrealized +91.8%
CAT CATERPILLAR INC DEL COM 0.5%
Value ($000) $1,513 Shares 13,040 Est. Cost $89.35 Unrealized +26.9%
PROSHARES SHORT S&P 500 0.5%
Value ($000) $1,490 Shares 53,854 Est. Cost $35.47 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $1,461 Shares 12,767 Est. Cost $117.66 Unrealized
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,442 Shares 5,970 Est. Cost $142.90 Unrealized +101.4%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $1,424 Shares 26,642 Est. Cost $61.28 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.5%
Value ($000) $1,397 Shares 14,461 Est. Cost $105.48 Unrealized +17.1%
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $1,376 Shares 18,866 Est. Cost $61.21 Unrealized -0.8%
META FACEBOOK INC CL A 0.4%
Value ($000) $1,333 Shares 7,993 Est. Cost $147.04 Unrealized +32.2%
PPG PPG INDS INC COM 0.4%
Value ($000) $1,325 Shares 15,852 Est. Cost $85.77 Unrealized +15.4%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,324 Shares 679 Est. Cost $44.92 Unrealized +115.5%
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,306 Shares 8,943 Est. Cost $86.51 Unrealized +89.2%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.4%
Value ($000) $1,300 Shares 12,896 Est. Cost $100.81 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $1,258 Shares 17,358 Est. Cost $69.29 Unrealized +9.7%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,234 Shares 31,924 Est. Cost $33.31 Unrealized -17.3%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.4%
Value ($000) $1,224 Shares 32,309 Est. Cost $41.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $1,206 Shares 10,869 Est. Cost $100.57 Unrealized -2.3%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $1,178 Shares 7,957 Est. Cost $127.18 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.4%
Value ($000) $1,149 Shares 25,730 Est. Cost $32.20 Unrealized
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $1,134 Shares 17,095 Est. Cost $56.77 Unrealized +8.4%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $1,121 Shares 3,705 Est. Cost $204.41 Unrealized +54.3%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,109 Shares 28,213 Est. Cost $29.65 Unrealized +23.7%
MRK MERCK & CO. INC COM 0.4%
Value ($000) $1,089 Shares 14,154 Est. Cost $41.81 Unrealized +55.7%
MMM 3M CO COM 0.4%
Value ($000) $1,042 Shares 7,635 Est. Cost $114.52 Unrealized -7.5%
CENTERSTATE BK CORP COM 0.3%
Value ($000) $1,018 Shares 59,096 Est. Cost $24.98 Unrealized
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $954 Shares 7,211 Est. Cost $142.90 Unrealized +1.5%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $942 Shares 18,811 Est. Cost $34.86 Unrealized +34.0%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $930 Shares 10,866 Est. Cost $56.70 Unrealized +89.7%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $930 Shares 800 Est. Cost $43.35 Unrealized +55.4%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $924 Shares 10,268 Est. Cost $74.25 Unrealized +39.5%
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $910 Shares 11,666 Est. Cost $54.02 Unrealized +31.1%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $907 Shares 9,128 Est. Cost $96.24 Unrealized +13.9%
WMT WALMART INC COM 0.3%
Value ($000) $898 Shares 7,903 Est. Cost $20.38 Unrealized +73.6%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $890 Shares 31,008 Est. Cost $39.40 Unrealized -7.0%
ABT ABBOTT LABS COM 0.3%
Value ($000) $888 Shares 11,248 Est. Cost $59.18 Unrealized +27.3%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $880 Shares 2,597 Est. Cost $220.89 Unrealized +51.6%
TGT TARGET CORP COM 0.3%
Value ($000) $854 Shares 9,190 Est. Cost $60.33 Unrealized +57.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $850 Shares 8,567 Est. Cost $119.44 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.3%
Value ($000) $842 Shares 9,514 Est. Cost $65.92 Unrealized +13.2%
PFE PFIZER INC COM 0.3%
Value ($000) $836 Shares 25,607 Est. Cost $23.00 Unrealized +12.3%
INTC INTEL CORP COM 0.3%
Value ($000) $804 Shares 14,853 Est. Cost $28.00 Unrealized +86.9%
GPN GLOBAL PMTS INC COM 0.3%
Value ($000) $802 Shares 5,561 Est. Cost $143.43 Unrealized +21.5%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $795 Shares 23,074 Est. Cost $31.88 Unrealized +16.8%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $777 Shares 4,083 Est. Cost $197.79 Unrealized
EBAY EBAY INC. COM 0.3%
Value ($000) $746 Shares 24,811 Est. Cost $25.71 Unrealized +22.6%
KR KROGER CO COM 0.3%
Value ($000) $744 Shares 24,707 Est. Cost $22.81 Unrealized +13.6%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $743 Shares 34,991 Est. Cost $17.33 Unrealized +49.5%
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $715 Shares 6,444 Est. Cost $110.39 Unrealized
SNY SANOFI SPONSORED ADR 0.2%
Value ($000) $706 Shares 16,148 Est. Cost $46.31 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $705 Shares 9,252 Est. Cost $62.28 Unrealized +7.9%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $701 Shares 521 Est. Cost $1802.03 Unrealized -4.2%
PROSHARES ULTRASHORT QQQ 0.2%
Value ($000) $695 Shares 29,927 Est. Cost $38.39 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $692 Shares 7,678 Est. Cost $63.45 Unrealized +42.1%
EXC EXELON CORP COM 0.2%
Value ($000) $685 Shares 18,600 Est. Cost $17.69 Unrealized +44.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $684 Shares 11,327 Est. Cost $58.16 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $677 Shares 2,373 Est. Cost $162.10 Unrealized +71.4%
LOW LOWES COS INC COM 0.2%
Value ($000) $663 Shares 7,700 Est. Cost $66.01 Unrealized +48.9%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $661 Shares 2,557 Est. Cost $216.85 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $645 Shares 4,115 Est. Cost $114.88 Unrealized
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $629 Shares 3,776 Est. Cost $118.72 Unrealized +54.4%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $627 Shares 7,603 Est. Cost $82.66 Unrealized
SON SONOCO PRODS CO COM 0.2%
Value ($000) $616 Shares 13,287 Est. Cost $50.02 Unrealized -13.8%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.2%
Value ($000) $612 Shares 10,504 Est. Cost $56.56 Unrealized
TOTAL S.A. SPONSORED ADS 0.2%
Value ($000) $605 Shares 16,241 Est. Cost $51.50 Unrealized
FISV FISERV INC COM 0.2%
Value ($000) $604 Shares 6,356 Est. Cost $111.08 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $573 Shares 5,983 Est. Cost $78.97 Unrealized +37.2%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $561 Shares 4,197 Est. Cost $117.68 Unrealized +16.0%
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $549 Shares 16,333 Est. Cost $38.68 Unrealized 0.0%
MCK MCKESSON CORP COM 0.2%
Value ($000) $542 Shares 4,008 Est. Cost $127.46 Unrealized +10.5%
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $517 Shares 28,291 Est. Cost $30.82 Unrealized
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $500 Shares 10,721 Est. Cost $29.73 Unrealized +30.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $497 Shares 6,154 Est. Cost $69.84 Unrealized +20.2%
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $480 Shares 33,928 Est. Cost $13.99 Unrealized 0.0%
TEXAS PAC LD TR SUB CTF PROP I T 0.2%
Value ($000) $477 Shares 1,256 Est. Cost $168.35 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $471 Shares 405 Est. Cost $44.56 Unrealized +50.9%
SYY SYSCO CORP COM 0.2%
Value ($000) $463 Shares 10,150 Est. Cost $58.83 Unrealized 0.0%
HSY HERSHEY CO COM 0.2%
Value ($000) $460 Shares 3,473 Est. Cost $94.89 Unrealized +35.4%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $456 Shares 9,533 Est. Cost $44.60 Unrealized +19.6%
UNILEVER N V N Y SHS NEW 0.2%
Value ($000) $451 Shares 9,251 Est. Cost $47.04 Unrealized
BLACKROCK INC COM 0.2%
Value ($000) $450 Shares 1,022 Est. Cost $501.39 Unrealized
MHK MOHAWK INDS INC COM 0.2%
Value ($000) $446 Shares 5,848 Est. Cost $171.38 Unrealized -30.9%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $439 Shares 14,256 Est. Cost $35.21 Unrealized +16.4%
CAROLINA FINL CORP NEW COM 0.1%
Value ($000) $437 Shares 16,877 Est. Cost $34.62 Unrealized
GL GLOBE LIFE INC COM 0.1%
Value ($000) $432 Shares 6,006 Est. Cost $86.06 Unrealized +4.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $431 Shares 14,847 Est. Cost $50.52 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $428 Shares 12,150 Est. Cost $38.56 Unrealized +18.5%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $425 Shares 4,226 Est. Cost $83.69 Unrealized +28.0%
DISCOVERY INC COM SER C 0.1%
Value ($000) $423 Shares 24,090 Est. Cost $30.48 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $410 Shares 7,113 Est. Cost $71.64 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $409 Shares 3,117 Est. Cost $155.20 Unrealized
AGNC AGNC INVT CORP COM 0.1%
Value ($000) $404 Shares 38,224 Est. Cost $16.09 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $386 Shares 7,313 Est. Cost $44.07 Unrealized -1.7%
NFG NATIONAL FUEL GAS CO N J COM 0.1%
Value ($000) $385 Shares 10,330 Est. Cost $40.99 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $380 Shares 1,550 Est. Cost $158.44 Unrealized +64.9%
UNP UNION PAC CORP COM 0.1%
Value ($000) $371 Shares 2,633 Est. Cost $103.71 Unrealized +39.8%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $365 Shares 6,154 Est. Cost $53.97 Unrealized +2.5%
ADBE ADOBE INC COM 0.1%
Value ($000) $360 Shares 1,131 Est. Cost $217.26 Unrealized +57.4%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $351 Shares 5,219 Est. Cost $74.07 Unrealized +1.5%
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $321 Shares 6,124 Est. Cost $78.96 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $320 Shares 9,167 Est. Cost $55.01 Unrealized
WESTROCK CO COM 0.1%
Value ($000) $318 Shares 11,267 Est. Cost $39.39 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $311 Shares 4,732 Est. Cost $50.66 Unrealized +40.2%
NKE NIKE INC CL B 0.1%
Value ($000) $305 Shares 3,680 Est. Cost $77.20 Unrealized +11.3%
ATO ATMOS ENERGY CORP COM 0.1%
Value ($000) $297 Shares 2,994 Est. Cost $59.01 Unrealized +60.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $289 Shares 10,120 Est. Cost $49.66 Unrealized -3.3%
HMC HONDA MOTOR LTD AMERN SHS 0.1%
Value ($000) $289 Shares 12,858 Est. Cost $26.53 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $272 Shares 1,342 Est. Cost $157.04 Unrealized +16.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $268 Shares 10,995 Est. Cost $37.04 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $268 Shares 1,887 Est. Cost $130.96 Unrealized +12.7%
DOW DOW INC COM 0.1%
Value ($000) $268 Shares 9,155 Est. Cost $36.10 Unrealized -15.3%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $267 Shares 7,838 Est. Cost $27.24 Unrealized -33.4%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $263 Shares 19,459 Est. Cost $44.27 Unrealized -42.9%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $261 Shares 1,845 Est. Cost $117.14 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $251 Shares 5,518 Est. Cost $31.58 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $250 Shares 5,242 Est. Cost $52.73 Unrealized +9.6%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $244 Shares 3,555 Est. Cost $71.35 Unrealized +17.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $242 Shares 7,100 Est. Cost $36.05 Unrealized
CIMAREX ENERGY CO COM 0.1%
Value ($000) $242 Shares 14,373 Est. Cost $43.44 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $241 Shares 1,048 Est. Cost $178.70 Unrealized +25.9%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $240 Shares 5,301 Est. Cost $53.79 Unrealized +6.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $239 Shares 1,227 Est. Cost $194.78 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $234 Shares 1,570 Est. Cost $266.94 Unrealized +2.2%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $232 Shares 5,063 Est. Cost $69.14 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $232 Shares 1,678 Est. Cost $89.73 Unrealized +46.3%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $227 Shares 28,553 Est. Cost $27.85 Unrealized
MDU MDU RES GROUP INC COM 0.1%
Value ($000) $226 Shares 10,500 Est. Cost $8.58 Unrealized +2.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $218 Shares 1,718 Est. Cost $124.56 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $216 Shares 4,463 Est. Cost $47.50 Unrealized 0.0%
CMI CUMMINS INC COM 0.1%
Value ($000) $212 Shares 1,567 Est. Cost $134.72 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $212 Shares 7,303 Est. Cost $24.49 Unrealized +2.1%
PJP INVESCO DYNAMIC PHARMACEUTICALS ETF 0.1%
Value ($000) $209 Shares 3,800 Est. Cost $67.11 Unrealized
AMYRIS INC COM NEW 0.1%
Value ($000) $205 Shares 80,000 Est. Cost $2.09 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $204 Shares 1,131 Est. Cost $158.65 Unrealized +14.7%
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $191 Shares 11,072 Est. Cost $22.52 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $172 Shares 13,199 Est. Cost $17.85 Unrealized
TILE INTERFACE INC COM 0.0%
Value ($000) $113 Shares 15,000 Est. Cost $13.37 Unrealized +4.4%
RES RPC INC COM 0.0%
Value ($000) $106 Shares 51,226 Est. Cost $7.67 Unrealized -55.8%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $103 Shares 11,500 Est. Cost $12.78 Unrealized -14.2%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $77 Shares 33,543 Est. Cost $3.93 Unrealized
STREAMLINE HEALTH SOLUTIONS COM 0.0%
Value ($000) $71 Shares 84,000 Est. Cost $1.17 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $64 Shares 10,000 Est. Cost $7.73 Unrealized -3.5%
F FORD MTR CO DEL COM 0.0%
Value ($000) $51 Shares 10,552 Est. Cost $5.65 Unrealized 0.0%
Kayne Anderson Mids MLP 0.0%
Value ($000) $43 Shares 11,779 Est. Cost $3.65 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $17 Shares 18,851 Est. Cost $0.90 Unrealized
WHITING PETE CORP NEW COM NEW 0.0%
Value ($000) $10 Shares 15,000 Est. Cost $0.67 Unrealized