Colonial Trust Advisors Diversified Active

CIK: 0001567993 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 5, 2021

Total Value ($000): $819,076 (100.0% shares, 0.0% debt)

Holdings (191)

AAPL APPLE INC 7.6%
Value ($000) $62,619 Shares 457,209 Est. Cost $85.53 Unrealized +47.8%
MSFT MICROSOFT CORP 5.5%
Value ($000) $44,913 Shares 165,791 Est. Cost $49.87 Unrealized +390.7%
AMZN AMAZON COM INC COM 2.8%
Value ($000) $23,301 Shares 6,773 Est. Cost $51.59 Unrealized +222.2%
IVV ISHARES CORE S&P 500 ETF 2.8%
Value ($000) $23,199 Shares 53,961 Est. Cost $273.66 Unrealized
VISA INC CL A SHRS 2.6%
Value ($000) $20,965 Shares 89,662 Est. Cost $99.92 Unrealized
JNJ JOHNSON AND JOHNSON COM 2.5%
Value ($000) $20,854 Shares 126,587 Est. Cost $82.27 Unrealized +76.1%
NKE NIKE INC CL B 2.4%
Value ($000) $19,412 Shares 125,652 Est. Cost $48.63 Unrealized +158.4%
DIS DISNEY (WALT) CO COM STK 2.3%
Value ($000) $18,811 Shares 107,022 Est. Cost $81.12 Unrealized +116.6%
UNITEDHEALTH GROUP INC 2.2%
Value ($000) $17,767 Shares 44,369 Est. Cost $164.40 Unrealized
APD AIR PROD & CHEMICALS 2.1%
Value ($000) $17,016 Shares 59,149 Est. Cost $99.16 Unrealized +162.9%
UNP UNION PACIFIC CORP 2.0%
Value ($000) $16,349 Shares 74,339 Est. Cost $84.20 Unrealized +138.0%
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $16,303 Shares 120,827 Est. Cost $65.48 Unrealized +84.3%
JPMORGAN CHASE & CO 2.0%
Value ($000) $16,233 Shares 104,366 Est. Cost $100.81 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $15,710 Shares 49,266 Est. Cost $126.52 Unrealized +124.3%
ALPHABET INC SHS CL A 1.9%
Value ($000) $15,228 Shares 6,237 Est. Cost $1223.74 Unrealized
DUKE ENERGY CORP NEW 1.8%
Value ($000) $14,552 Shares 147,403 Est. Cost $89.64 Unrealized
PEP PEPSICO INC 1.7%
Value ($000) $13,742 Shares 92,748 Est. Cost $73.74 Unrealized +71.1%
COSTCO WHOLESALE CRP DEL 1.6%
Value ($000) $12,813 Shares 32,383 Est. Cost $243.70 Unrealized
LLY LILLY ELI & CO 1.5%
Value ($000) $12,139 Shares 52,889 Est. Cost $77.45 Unrealized +147.8%
ACCENTURE PLC SHS 1.3%
Value ($000) $11,003 Shares 37,325 Est. Cost $182.62 Unrealized
GOLDMAN SACHS GROUP 1.1%
Value ($000) $9,241 Shares 24,348 Est. Cost $327.01 Unrealized
VERIZON COMMUNICATNS COM 1.1%
Value ($000) $9,110 Shares 162,594 Est. Cost $58.91 Unrealized
PANW PALO ALTO NETWORKS INC COM 1.1%
Value ($000) $9,030 Shares 24,335 Est. Cost $36.87 Unrealized +60.7%
WASTE MANAGEMENT INC NEW 1.1%
Value ($000) $8,946 Shares 63,853 Est. Cost $77.13 Unrealized
ISH TR CORE DIVID GROWTHETF 1.1%
Value ($000) $8,909 Shares 176,915 Est. Cost $35.83 Unrealized
VOT VANGUARD MID CAP GROWTH ETF IV 1.1%
Value ($000) $8,799 Shares 37,230 Est. Cost $167.73 Unrealized
BLACKSTONE GROUP INC COMCL A 1.1%
Value ($000) $8,703 Shares 89,590 Est. Cost $51.69 Unrealized
ORACLE CORP $0.01 DEL 1.0%
Value ($000) $8,551 Shares 109,858 Est. Cost $54.21 Unrealized
DE DEERE CO 1.0%
Value ($000) $8,517 Shares 24,148 Est. Cost $81.60 Unrealized +320.1%
KO COCA COLA COM 1.0%
Value ($000) $8,495 Shares 157,001 Est. Cost $32.75 Unrealized +44.3%
SYK STRYKER CORP 1.0%
Value ($000) $8,260 Shares 31,801 Est. Cost $129.19 Unrealized +88.5%
DLR DIGITAL REALTY TRUST REIT 1.0%
Value ($000) $8,015 Shares 53,269 Est. Cost $99.63 Unrealized +28.9%
TRANE TECHNOLOGIES PLC F 0.9%
Value ($000) $7,712 Shares 41,880 Est. Cost $84.12 Unrealized
EATON CORP PLC F 0.9%
Value ($000) $7,660 Shares 51,693 Est. Cost $80.35 Unrealized
ALPHABET INC SHS CL C 0.9%
Value ($000) $7,324 Shares 2,922 Est. Cost $1173.29 Unrealized
TXN TEXAS INSTRUMENTS 0.9%
Value ($000) $7,311 Shares 38,018 Est. Cost $89.18 Unrealized +84.1%
IBB ISHARES TR ISHARES BIOTECH 0.9%
Value ($000) $7,247 Shares 44,286 Est. Cost $138.41 Unrealized
CVX CHEVRON CORP 0.9%
Value ($000) $7,174 Shares 68,497 Est. Cost $75.39 Unrealized +15.5%
AMAT APPLIED MATERIALS 0.9%
Value ($000) $7,150 Shares 50,209 Est. Cost $49.83 Unrealized +158.6%
S&P GLOBAL INC 0.9%
Value ($000) $7,035 Shares 17,139 Est. Cost $168.76 Unrealized
TRUIST FINL CORP 0.8%
Value ($000) $6,931 Shares 124,883 Est. Cost $55.73 Unrealized
WMT WALMART INC 0.8%
Value ($000) $6,636 Shares 47,056 Est. Cost $29.09 Unrealized +50.6%
COMCAST CORP CLASS A 0.8%
Value ($000) $6,563 Shares 115,093 Est. Cost $54.16 Unrealized
DIAGEO PLC SPSD ADR NEW 0.8%
Value ($000) $6,387 Shares 33,322 Est. Cost $161.42 Unrealized
CISCO SYSTEMS INC 0.8%
Value ($000) $6,145 Shares 115,935 Est. Cost $51.71 Unrealized
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $6,128 Shares 52,863 Est. Cost $98.64 Unrealized +8.8%
IJH ISHARES CORE S&P MID-CAPETF 0.7%
Value ($000) $5,852 Shares 21,776 Est. Cost $165.09 Unrealized
STERIS PLC REG SHS 0.7%
Value ($000) $5,813 Shares 28,179 Est. Cost $149.45 Unrealized
CTAS CINTAS CORP OHIO 0.7%
Value ($000) $5,497 Shares 14,390 Est. Cost $61.67 Unrealized +37.7%
PAYPAL HOLDINGS INCORPOR 0.7%
Value ($000) $5,345 Shares 18,336 Est. Cost $157.40 Unrealized
A N S Y S INC COM 0.6%
Value ($000) $5,126 Shares 14,771 Est. Cost $227.11 Unrealized
MCD MCDONALDS CORP COM 0.6%
Value ($000) $5,101 Shares 22,083 Est. Cost $96.44 Unrealized +117.0%
ISHS MSCI INTL QUALITY FACT ET 0.6%
Value ($000) $4,984 Shares 129,260 Est. Cost $31.91 Unrealized
ISHARES CORE MSCI EMERGING ETF 0.6%
Value ($000) $4,689 Shares 69,988 Est. Cost $55.86 Unrealized
BRK/B BERKSHIRE HATHAWAYINC DEL CL 0.6%
Value ($000) $4,640 Shares 16,697 Est. Cost $204.21 Unrealized +36.8%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $4,526 Shares 17,052 Est. Cost $97.03 Unrealized +158.0%
CAT CATERPILLAR INC DEL 0.5%
Value ($000) $4,271 Shares 19,623 Est. Cost $90.61 Unrealized +133.8%
TJX TJX COMPANIES INC 0.5%
Value ($000) $4,085 Shares 60,585 Est. Cost $46.72 Unrealized +36.3%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,898 Shares 10,302 Est. Cost $322.38 Unrealized +5.0%
QUEST DIAGNOSTICS INC 0.5%
Value ($000) $3,801 Shares 28,800 Est. Cost $90.43 Unrealized
HSY HERSHEY COMPANY 0.5%
Value ($000) $3,735 Shares 21,444 Est. Cost $124.00 Unrealized +21.5%
CME GROUP INC 0.4%
Value ($000) $3,612 Shares 16,982 Est. Cost $169.39 Unrealized
YUM CHINA HOLDINGS INC SHS 0.4%
Value ($000) $3,523 Shares 53,177 Est. Cost $29.82 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $3,393 Shares 16,472 Est. Cost $173.86 Unrealized +18.7%
KMB KIMBERLY CLARK 0.4%
Value ($000) $3,304 Shares 24,698 Est. Cost $82.98 Unrealized +35.4%
SENSATA TECH F 0.4%
Value ($000) $3,222 Shares 55,575 Est. Cost $53.72 Unrealized
ISHARES TRUST CORE MSCIEAFE ET 0.4%
Value ($000) $3,178 Shares 42,452 Est. Cost $62.90 Unrealized
ZOETIS INC CLASS A 0.4%
Value ($000) $3,133 Shares 16,809 Est. Cost $186.39 Unrealized
PSX PHILLIPS 66 SHS 0.4%
Value ($000) $3,044 Shares 35,473 Est. Cost $67.47 Unrealized +4.6%
YUM YUM BRANDS INC 0.4%
Value ($000) $3,029 Shares 26,329 Est. Cost $48.26 Unrealized +124.0%
AWK AMERICAN WATER WORKS 0.4%
Value ($000) $2,990 Shares 19,402 Est. Cost $128.50 Unrealized +10.5%
SWK STANLEY BLACK & DECK 0.4%
Value ($000) $2,932 Shares 14,301 Est. Cost $158.75 Unrealized +11.3%
VMWARE INC CLASS A 0.4%
Value ($000) $2,908 Shares 18,176 Est. Cost $146.17 Unrealized
FACEBOOK INC CLASS A 0.3%
Value ($000) $2,642 Shares 7,598 Est. Cost $224.16 Unrealized
W.P. CAREY INC. REIT 0.3%
Value ($000) $2,486 Shares 33,315 Est. Cost $71.63 Unrealized
BDX BECTON DICKINSON CO 0.3%
Value ($000) $2,434 Shares 10,010 Est. Cost $181.54 Unrealized +22.3%
BWA BORG WARNER INC 0.3%
Value ($000) $2,293 Shares 47,248 Est. Cost $35.51 Unrealized +15.9%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $2,094 Shares 50,796 Est. Cost $14.16 Unrealized +158.2%
BROOKFIELD ASSET MGM F CLASS A 0.3%
Value ($000) $2,064 Shares 40,478 Est. Cost $46.86 Unrealized
SRE SEMPRA 0.2%
Value ($000) $1,982 Shares 14,960 Est. Cost $31.43 Unrealized +87.3%
LOW LOWES COS INC 0.2%
Value ($000) $1,971 Shares 10,163 Est. Cost $89.95 Unrealized +99.6%
GLOBAL PAYMENTS INC 0.2%
Value ($000) $1,913 Shares 10,199 Est. Cost $169.67 Unrealized
NEXTERA ENERGY INC COMUSD0.01 0.2%
Value ($000) $1,852 Shares 25,271 Est. Cost $85.98 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,852 Shares 11,181 Est. Cost $140.28 Unrealized
STORE CAPITAL CORP REIT 0.2%
Value ($000) $1,843 Shares 53,406 Est. Cost $32.20 Unrealized
SCHW CHARLES SCHWAB CORP 0.2%
Value ($000) $1,803 Shares 24,763 Est. Cost $38.06 Unrealized +75.0%
RY ROYAL BANK OF CANADA F 0.2%
Value ($000) $1,795 Shares 17,720 Est. Cost $77.38 Unrealized +28.1%
3M CO 0.2%
Value ($000) $1,794 Shares 9,033 Est. Cost $156.04 Unrealized
VFC VF CORP 0.2%
Value ($000) $1,716 Shares 20,912 Est. Cost $69.08 Unrealized +20.7%
D R HORTON CO 0.2%
Value ($000) $1,688 Shares 18,676 Est. Cost $89.44 Unrealized
MLM MARTIN MARIETTA MATERIALSINC C 0.2%
Value ($000) $1,499 Shares 4,261 Est. Cost $206.47 Unrealized +67.6%
CSL CARLISLE COS INC 0.2%
Value ($000) $1,483 Shares 7,750 Est. Cost $96.48 Unrealized +83.0%
EOG RESOURCES INC 0.2%
Value ($000) $1,476 Shares 17,689 Est. Cost $73.06 Unrealized
PNC PNC FINCL SERVICES GROUP 0.2%
Value ($000) $1,445 Shares 7,574 Est. Cost $78.39 Unrealized +102.4%
BAX BAXTER INTERNTL INC 0.2%
Value ($000) $1,378 Shares 17,121 Est. Cost $48.28 Unrealized +56.8%
FREL FIDELITY MSCI REAL ESTATE INDE 0.2%
Value ($000) $1,284 Shares 42,202 Est. Cost $24.65 Unrealized
IGV ISHARES EXPANDED TCH STW SCTR 0.2%
Value ($000) $1,283 Shares 3,288 Est. Cost $286.10 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $1,230 Shares 14,418 Est. Cost $112.81 Unrealized -24.1%
PFE PFIZER INC 0.1%
Value ($000) $1,188 Shares 30,346 Est. Cost $23.99 Unrealized +29.2%
MEDICAL PROPERTIES REIT 0.1%
Value ($000) $1,171 Shares 58,236 Est. Cost $21.05 Unrealized
O REALTY INCM CORP REIT 0.1%
Value ($000) $1,128 Shares 16,898 Est. Cost $47.27 Unrealized +9.6%
UPS UNITED PARCEL SERVICEINC 0.1%
Value ($000) $1,124 Shares 5,405 Est. Cost $63.26 Unrealized +159.5%
EMQQ EMQQ EMRNG MKT INTRNT ECMRC ET 0.1%
Value ($000) $1,102 Shares 17,396 Est. Cost $44.08 Unrealized
BLACKROCK INC 0.1%
Value ($000) $1,083 Shares 1,238 Est. Cost $481.69 Unrealized
VB VANGUARD SMALL CAP ETF IV 0.1%
Value ($000) $1,064 Shares 4,723 Est. Cost $207.49 Unrealized
ISHARES TRUST CURRENCYHEDGED M 0.1%
Value ($000) $1,061 Shares 30,637 Est. Cost $27.51 Unrealized
CLH CLEAN HARBORS INC 0.1%
Value ($000) $1,048 Shares 11,250 Est. Cost $55.71 Unrealized +63.1%
ENBRIDGE INC COM 0.1%
Value ($000) $1,024 Shares 25,581 Est. Cost $39.93 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,012 Shares 11,860 Est. Cost $54.88 Unrealized +38.0%
CL COLGATE-PALMOLIVE CO COMUSD1.0 0.1%
Value ($000) $1,000 Shares 12,295 Est. Cost $50.24 Unrealized +46.1%
SPDR S&P BIOTECH ETF IV 0.1%
Value ($000) $963 Shares 7,109 Est. Cost $126.45 Unrealized
EXXON MOBIL CORP 0.1%
Value ($000) $961 Shares 15,231 Est. Cost $83.75 Unrealized
CENTRAL SECURITIES CORP 0.1%
Value ($000) $960 Shares 22,759 Est. Cost $28.72 Unrealized
LMAT LEMAITRE VASCULAR INC 0.1%
Value ($000) $879 Shares 14,407 Est. Cost $26.58 Unrealized +91.4%
ISHARES INC CURRENCY HEDGEDMSC 0.1%
Value ($000) $871 Shares 26,358 Est. Cost $25.05 Unrealized
JBL JABIL INC COM 0.1%
Value ($000) $854 Shares 14,700 Est. Cost $18.92 Unrealized +186.2%
CROWN CASTLE REIT INC SHS 0.1%
Value ($000) $828 Shares 4,242 Est. Cost $106.43 Unrealized
AT&T INC 0.1%
Value ($000) $813 Shares 28,260 Est. Cost $35.41 Unrealized
FMC FMC CORP 0.1%
Value ($000) $808 Shares 7,465 Est. Cost $44.26 Unrealized +124.6%
IVW ISHARES S&P 500 GROWTHETF 0.1%
Value ($000) $805 Shares 11,073 Est. Cost $98.83 Unrealized
DAVIS FUNDAMENTAL ETFTR SELECT 0.1%
Value ($000) $776 Shares 33,320 Est. Cost $22.24 Unrealized
ISHARES MSCI USA MULTIFCT ETF 0.1%
Value ($000) $773 Shares 14,094 Est. Cost $39.33 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITEINDEX 0.1%
Value ($000) $748 Shares 13,273 Est. Cost $87.14 Unrealized
BA BOEING CO COM USD5.00 0.1%
Value ($000) $742 Shares 3,097 Est. Cost $192.71 Unrealized +25.5%
BBY BEST BUY INC 0.1%
Value ($000) $719 Shares 6,250 Est. Cost $90.14 Unrealized +5.3%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $700 Shares 2,568 Est. Cost $232.48 Unrealized +13.1%
DOMINION ENERGY INC COM 0.1%
Value ($000) $660 Shares 8,972 Est. Cost $77.57 Unrealized
ISHARES TR MSCI USA MULTIFT 0.1%
Value ($000) $634 Shares 14,793 Est. Cost $33.51 Unrealized
CSX CSX CORP COM USD1 0.1%
Value ($000) $633 Shares 19,730 Est. Cost $24.77 Unrealized +25.0%
ISHARES TR MSCI USA QLTFCT 0.1%
Value ($000) $628 Shares 4,725 Est. Cost $103.00 Unrealized
SPDR S&P500 ETF TRUSTTRUST UNI 0.1%
Value ($000) $621 Shares 1,450 Est. Cost $253.32 Unrealized
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $596 Shares 12,273 Est. Cost $17.13 Unrealized +145.0%
IWM ISHARES TR RUSSELL 2000 0.1%
Value ($000) $580 Shares 2,528 Est. Cost $131.49 Unrealized
VUG VANGUARD INDEX FDS VANGUARDGRO 0.1%
Value ($000) $563 Shares 1,962 Est. Cost $255.07 Unrealized
INVESCO QQQ TRUST 0.1%
Value ($000) $551 Shares 1,555 Est. Cost $191.89 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $532 Shares 1,836 Est. Cost $268.69 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $513 Shares 6,506 Est. Cost $67.04 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $510 Shares 2,091 Est. Cost $145.03 Unrealized +46.5%
AEP AMERICAN ELEC PWR CO INCCOM 0.1%
Value ($000) $482 Shares 5,700 Est. Cost $36.14 Unrealized +101.2%
GENERAL ELECTRIC CO 0.1%
Value ($000) $479 Shares 35,601 Est. Cost $19.97 Unrealized
FIRST TRUST CLOUD COMPUTINGETF 0.1%
Value ($000) $477 Shares 4,504 Est. Cost $80.67 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $469 Shares 24,460 Est. Cost $15.85 Unrealized +17.6%
PRK PARK NATIONAL CORP 0.1%
Value ($000) $464 Shares 3,951 Est. Cost $98.13 Unrealized +28.2%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $464 Shares 5,675 Est. Cost $47.48 Unrealized +51.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $457 Shares 6,844 Est. Cost $41.77 Unrealized +29.0%
PM PHILIP MORRIS INTERNATIONALINC 0.1%
Value ($000) $450 Shares 4,542 Est. Cost $72.79 Unrealized +5.0%
IWR ISHARES TR RUS MID CAPETF 0.1%
Value ($000) $440 Shares 5,550 Est. Cost $73.87 Unrealized
AJG GALLAGHER(ARTHUR J.)&COCOM USD 0.1%
Value ($000) $436 Shares 3,110 Est. Cost $41.08 Unrealized +227.8%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $435 Shares 1,602 Est. Cost $129.06 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $431 Shares 9,517 Est. Cost $31.62 Unrealized +26.4%
GIS GENERAL MILLS 0.1%
Value ($000) $425 Shares 6,975 Est. Cost $34.47 Unrealized +53.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $423 Shares 2,956 Est. Cost $64.43 Unrealized +89.6%
MEDTRONIC PLC 0.0%
Value ($000) $385 Shares 3,101 Est. Cost $92.40 Unrealized
EEM ISHARES TRUST MSCI EMGMKTS ETF 0.0%
Value ($000) $370 Shares 6,703 Est. Cost $41.31 Unrealized
ETFMG PRIME MOBILE PAYMENTS ET 0.0%
Value ($000) $360 Shares 5,118 Est. Cost $66.71 Unrealized
TARGET CORP 0.0%
Value ($000) $360 Shares 1,490 Est. Cost $180.48 Unrealized
VEA VANGUARD TAX-MANAGED INTLFD FT 0.0%
Value ($000) $359 Shares 6,967 Est. Cost $47.27 Unrealized
SERVICE NOW INC 0.0%
Value ($000) $358 Shares 652 Est. Cost $501.80 Unrealized
ITOT ISHARES CORE S&P TOTALUS STOCK 0.0%
Value ($000) $349 Shares 3,531 Est. Cost $92.36 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $329 Shares 5,436 Est. Cost $35.43 Unrealized +51.8%
ACWV ISHARES INC MSCI GBL MINVOL 0.0%
Value ($000) $316 Shares 3,070 Est. Cost $96.96 Unrealized
FORTUNE BRANDS HM&S 0.0%
Value ($000) $305 Shares 3,059 Est. Cost $86.49 Unrealized
SJM J M SMUCKER CO 0.0%
Value ($000) $304 Shares 2,350 Est. Cost $90.21 Unrealized +26.2%
IJR ISHARES CORE S&P SMALL-CAPE 0.0%
Value ($000) $301 Shares 2,665 Est. Cost $112.95 Unrealized
INVESCO EXCHANGE TRADEDFD TR F 0.0%
Value ($000) $286 Shares 1,530 Est. Cost $176.47 Unrealized
FTEC FIDELITY MSCI INFORMATION TECH 0.0%
Value ($000) $282 Shares 2,392 Est. Cost $60.05 Unrealized
ISHARES TR MSCI GBL MULTIFC 0.0%
Value ($000) $273 Shares 7,157 Est. Cost $34.03 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $266 Shares 2,100 Est. Cost $84.80 Unrealized +30.6%
ALTRIA GROUP INC 0.0%
Value ($000) $265 Shares 5,568 Est. Cost $72.44 Unrealized
SFST SOUTHERN FIRST BANCSHARESCOM 0.0%
Value ($000) $261 Shares 5,093 Est. Cost $44.53 Unrealized +16.1%
FIRST CITIZENS BANCSHARESINC ( 0.0%
Value ($000) $250 Shares 300 Est. Cost $836.67 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $249 Shares 1,050 Est. Cost $229.72 Unrealized 0.0%
JBHT HUNT J.B. TRANSPORT SERVICESIN 0.0%
Value ($000) $244 Shares 1,500 Est. Cost $126.74 Unrealized +27.6%
VEU VANGUARD FTSE ALL-WORLD EX-U 0.0%
Value ($000) $238 Shares 3,750 Est. Cost $58.40 Unrealized
SYNOVUS FINANCIAL CORPCOM USD1 0.0%
Value ($000) $237 Shares 5,406 Est. Cost $45.69 Unrealized
AXP AMERICAN EXPRESS CO COMUSD0.20 0.0%
Value ($000) $236 Shares 1,431 Est. Cost $124.36 Unrealized +18.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $235 Shares 7,335 Est. Cost $27.77 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $233 Shares 2,069 Est. Cost $78.94 Unrealized +20.0%
WALGREENS BOOTS ALLIANCEINC 0.0%
Value ($000) $229 Shares 4,350 Est. Cost $54.94 Unrealized
CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $224 Shares 1,925 Est. Cost $94.42 Unrealized
FHLC FIDELITY MSCI HEALTHCARE INDEX 0.0%
Value ($000) $215 Shares 3,378 Est. Cost $63.65 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRET 0.0%
Value ($000) $207 Shares 2,547 Est. Cost $81.27 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $207 Shares 850 Est. Cost $221.90 Unrealized +2.9%
AON PLC SHS CL A COMUSD0.01 0.0%
Value ($000) $203 Shares 850 Est. Cost $238.82 Unrealized
IBM INTERNATIONAL BUS MACHCORP COM 0.0%
Value ($000) $203 Shares 1,387 Est. Cost $113.44 Unrealized 0.0%
ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $202 Shares 2,752 Est. Cost $67.27 Unrealized
PROSHARES S&P 500 DIVIDENDARIS 0.0%
Value ($000) $202 Shares 2,225 Est. Cost $90.79 Unrealized
SIRIUS XM HOLDINGS INCCOM 0.0%
Value ($000) $97 Shares 14,790 Est. Cost $5.92 Unrealized
NOVONIX US 0.0%
Value ($000) $25 Shares 15,000 Est. Cost $0.73 Unrealized
RYCEY ROLLS ROYCE HOLDINGS SPONADR 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.40 Unrealized
CANO PETROLEUM INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized