BERKSHIRE ASSET MANAGEMENT LLC/PA Diversified Active

CIK: 0000949012 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $1,494,682 (100.0% shares, 0.0% debt)

Holdings (239)

JPMORGAN CHASE & CO 4.8%
Value ($000) $71,620 Shares 437,537 Est. Cost $78.53 Unrealized
BAC BK OF AMERICA CORP 4.0%
Value ($000) $60,180 Shares 1,417,674 Est. Cost $23.17 Unrealized +55.7%
MSFT MICROSOFT CORP 3.9%
Value ($000) $57,810 Shares 205,058 Est. Cost $66.46 Unrealized +322.4%
PNC PNC FINL SVCS GROUP INC 3.2%
Value ($000) $47,970 Shares 245,196 Est. Cost $83.57 Unrealized +92.4%
CISCO SYS INC 2.9%
Value ($000) $42,722 Shares 784,896 Est. Cost $32.18 Unrealized
ABBVIE INC 2.8%
Value ($000) $41,332 Shares 383,167 Est. Cost $64.41 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $38,773 Shares 240,078 Est. Cost $83.11 Unrealized +80.8%
INTC INTEL CORP 2.6%
Value ($000) $38,281 Shares 718,482 Est. Cost $33.70 Unrealized +47.8%
CVX CHEVRON CORP NEW 2.4%
Value ($000) $36,192 Shares 356,749 Est. Cost $78.23 Unrealized +6.5%
AAPL APPLE INC 2.3%
Value ($000) $34,253 Shares 242,071 Est. Cost $98.32 Unrealized +46.4%
WM WASTE MGMT INC DEL 2.3%
Value ($000) $34,111 Shares 228,384 Est. Cost $81.68 Unrealized +71.1%
BMY BRISTOL-MYERS SQUIBB CO 2.3%
Value ($000) $34,045 Shares 575,376 Est. Cost $39.86 Unrealized +37.6%
QCOM QUALCOMM INC 2.2%
Value ($000) $33,387 Shares 258,855 Est. Cost $73.35 Unrealized +75.6%
ABT ABBOTT LABS 2.2%
Value ($000) $32,191 Shares 272,506 Est. Cost $42.13 Unrealized +169.4%
HON HONEYWELL INTL INC 2.1%
Value ($000) $30,841 Shares 145,283 Est. Cost $86.34 Unrealized +125.4%
NUE NUCOR CORP 2.1%
Value ($000) $30,731 Shares 312,021 Est. Cost $46.34 Unrealized +114.2%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $30,092 Shares 215,251 Est. Cost $66.61 Unrealized +91.1%
NSC NORFOLK SOUTHN CORP 2.0%
Value ($000) $29,935 Shares 125,119 Est. Cost $112.31 Unrealized +107.9%
PFE PFIZER INC 2.0%
Value ($000) $29,550 Shares 687,041 Est. Cost $20.05 Unrealized +77.9%
EMR EMERSON ELEC CO 1.7%
Value ($000) $25,987 Shares 275,870 Est. Cost $51.70 Unrealized +76.4%
MTB M & T BK CORP 1.7%
Value ($000) $25,941 Shares 173,707 Est. Cost $137.64 Unrealized -12.6%
MCD MCDONALDS CORP 1.7%
Value ($000) $25,864 Shares 107,272 Est. Cost $111.12 Unrealized +94.2%
LMT LOCKHEED MARTIN CORP 1.7%
Value ($000) $25,756 Shares 74,632 Est. Cost $200.00 Unrealized +60.4%
GIS GENERAL MLS INC 1.7%
Value ($000) $25,420 Shares 424,946 Est. Cost $38.55 Unrealized +32.2%
AMGN AMGEN INC 1.6%
Value ($000) $24,147 Shares 113,552 Est. Cost $119.66 Unrealized +67.3%
WMT WALMART INC 1.6%
Value ($000) $23,437 Shares 168,153 Est. Cost $25.08 Unrealized +81.3%
MRK MERCK & CO INC 1.6%
Value ($000) $23,322 Shares 310,499 Est. Cost $44.25 Unrealized +49.5%
LEG LEGGETT & PLATT INC 1.5%
Value ($000) $23,077 Shares 514,646 Est. Cost $40.86 Unrealized +17.8%
PEP PEPSICO INC 1.5%
Value ($000) $22,396 Shares 148,902 Est. Cost $117.25 Unrealized +15.1%
WP CAREY INC 1.4%
Value ($000) $20,510 Shares 280,801 Est. Cost $65.54 Unrealized
CHUBB LIMITED 1.4%
Value ($000) $20,396 Shares 117,568 Est. Cost $130.50 Unrealized
KINDER MORGAN INC DEL 1.3%
Value ($000) $19,700 Shares 1,177,506 Est. Cost $15.42 Unrealized
AT&T INC 1.3%
Value ($000) $19,143 Shares 708,753 Est. Cost $33.25 Unrealized
PPL PPL CORP 1.3%
Value ($000) $18,997 Shares 681,376 Est. Cost $21.45 Unrealized +14.6%
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $16,018 Shares 120,943 Est. Cost $86.25 Unrealized +33.9%
VO VANGUARD INDEX FDS 1.1%
Value ($000) $15,948 Shares 67,359 Est. Cost $122.77 Unrealized
VB VANGUARD INDEX FDS 1.1%
Value ($000) $15,863 Shares 72,545 Est. Cost $119.86 Unrealized
TE CONNECTIVITY LTD 1.0%
Value ($000) $14,245 Shares 103,815 Est. Cost $59.83 Unrealized
WFC WELLS FARGO CO NEW 0.9%
Value ($000) $13,589 Shares 292,801 Est. Cost $33.22 Unrealized +25.2%
DIS DISNEY WALT CO 0.9%
Value ($000) $13,317 Shares 78,720 Est. Cost $83.92 Unrealized +107.5%
VIATRIS INC 0.9%
Value ($000) $13,139 Shares 969,648 Est. Cost $15.65 Unrealized
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $11,907 Shares 204,655 Est. Cost $27.82 Unrealized +99.3%
C CITIGROUP INC 0.7%
Value ($000) $10,948 Shares 155,998 Est. Cost $39.74 Unrealized +50.2%
PHM PULTE GROUP INC 0.7%
Value ($000) $10,585 Shares 230,505 Est. Cost $20.26 Unrealized +145.7%
SPDR S&P 500 ETF TR 0.6%
Value ($000) $9,294 Shares 21,658 Est. Cost $273.30 Unrealized
MEDTRONIC PLC 0.6%
Value ($000) $9,133 Shares 72,856 Est. Cost $83.04 Unrealized
CONOCOPHILLIPS 0.6%
Value ($000) $8,818 Shares 130,113 Est. Cost $44.61 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $7,887 Shares 150,315 Est. Cost $31.32 Unrealized +55.8%
KHC KRAFT HEINZ CO 0.5%
Value ($000) $7,352 Shares 199,669 Est. Cost $29.77 Unrealized +2.6%
IWF ISHARES TR 0.4%
Value ($000) $6,664 Shares 24,316 Est. Cost $103.57 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $6,271 Shares 162,049 Est. Cost $33.57 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $5,388 Shares 88,388 Est. Cost $53.34 Unrealized
UNITEDHEALTH GROUP INC 0.3%
Value ($000) $5,142 Shares 13,160 Est. Cost $283.08 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $5,114 Shares 66,709 Est. Cost $57.72 Unrealized
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $4,731 Shares 91,998 Est. Cost $44.52 Unrealized +5.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $4,103 Shares 15,031 Est. Cost $177.24 Unrealized +58.5%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $3,852 Shares 19,267 Est. Cost $104.89 Unrealized +79.0%
SPDR SER TR 0.2%
Value ($000) $3,718 Shares 39,243 Est. Cost $75.24 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,689 Shares 54,663 Est. Cost $54.98 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $3,538 Shares 1,077 Est. Cost $34.57 Unrealized +399.0%
IWD ISHARES TR 0.2%
Value ($000) $3,491 Shares 22,304 Est. Cost $97.85 Unrealized
COMCAST CORP NEW 0.2%
Value ($000) $3,257 Shares 58,237 Est. Cost $48.21 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,158 Shares 30,353 Est. Cost $81.60 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,154 Shares 30,367 Est. Cost $65.85 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $3,134 Shares 62,078 Est. Cost $39.18 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $3,047 Shares 46,440 Est. Cost $52.47 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $2,911 Shares 13,307 Est. Cost $133.52 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $2,880 Shares 24,751 Est. Cost $50.54 Unrealized +98.5%
ISHARES TR 0.2%
Value ($000) $2,733 Shares 41,872 Est. Cost $67.25 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,652 Shares 8,079 Est. Cost $217.94 Unrealized +35.1%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,594 Shares 51,878 Est. Cost $42.87 Unrealized
NEXTERA ENERGY INC 0.2%
Value ($000) $2,507 Shares 31,933 Est. Cost $86.79 Unrealized
TWITTER INC 0.2%
Value ($000) $2,429 Shares 40,227 Est. Cost $43.06 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $2,418 Shares 30,803 Est. Cost $29.96 Unrealized +126.2%
AVGO BROADCOM INC 0.2%
Value ($000) $2,416 Shares 4,983 Est. Cost $29.86 Unrealized +48.9%
EXXON MOBIL CORP 0.2%
Value ($000) $2,413 Shares 41,025 Est. Cost $75.19 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,412 Shares 16,291 Est. Cost $89.36 Unrealized
ALPHABET INC 0.2%
Value ($000) $2,359 Shares 885 Est. Cost $1066.01 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $2,178 Shares 26,823 Est. Cost $43.71 Unrealized +70.1%
ADSK AUTODESK INC 0.1%
Value ($000) $2,164 Shares 7,587 Est. Cost $198.00 Unrealized +54.6%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,152 Shares 70,619 Est. Cost $28.57 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2,148 Shares 11,177 Est. Cost $90.97 Unrealized +84.6%
ORCL ORACLE CORP 0.1%
Value ($000) $2,122 Shares 24,352 Est. Cost $41.97 Unrealized +98.5%
TETRA TECHNOLOGIES INC DEL 0.1%
Value ($000) $1,983 Shares 635,625 Est. Cost $0.93 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,924 Shares 22,384 Est. Cost $75.77 Unrealized +2.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,924 Shares 20,296 Est. Cost $53.56 Unrealized +51.3%
EFA ISHARES TR 0.1%
Value ($000) $1,899 Shares 24,339 Est. Cost $65.96 Unrealized
VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,848 Shares 10,187 Est. Cost $221.70 Unrealized
VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,825 Shares 33,794 Est. Cost $53.82 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $1,822 Shares 17,689 Est. Cost $62.95 Unrealized 0.0%
ALPHABET INC 0.1%
Value ($000) $1,802 Shares 674 Est. Cost $1308.39 Unrealized
ALTRIA GROUP INC 0.1%
Value ($000) $1,784 Shares 39,194 Est. Cost $41.97 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,761 Shares 6,876 Est. Cost $139.26 Unrealized +77.3%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,739 Shares 17,370 Est. Cost $70.92 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,630 Shares 9,731 Est. Cost $74.80 Unrealized +111.6%
CBU COMMUNITY BK SYS INC 0.1%
Value ($000) $1,623 Shares 23,724 Est. Cost $46.58 Unrealized +33.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1,608 Shares 7,300 Est. Cost $172.49 Unrealized +20.4%
SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $1,600 Shares 19,384 Est. Cost $87.94 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,555 Shares 8,867 Est. Cost $125.88 Unrealized +9.1%
BIOGEN INC 0.1%
Value ($000) $1,554 Shares 5,490 Est. Cost $265.12 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $1,553 Shares 36,000 Est. Cost $26.23 Unrealized +55.3%
LOW LOWES COS INC 0.1%
Value ($000) $1,544 Shares 7,613 Est. Cost $98.29 Unrealized +86.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,348 Shares 6,525 Est. Cost $93.12 Unrealized +117.9%
TARGET CORP 0.1%
Value ($000) $1,332 Shares 5,821 Est. Cost $152.37 Unrealized
NVIDIA CORPORATION 0.1%
Value ($000) $1,298 Shares 6,267 Est. Cost $211.83 Unrealized
ZION ZIONS BANCORPORATION N A 0.1%
Value ($000) $1,268 Shares 20,486 Est. Cost $36.98 Unrealized +48.6%
MS MORGAN STANLEY 0.1%
Value ($000) $1,241 Shares 12,758 Est. Cost $48.82 Unrealized +75.6%
IJH ISHARES TR 0.1%
Value ($000) $1,222 Shares 4,645 Est. Cost $203.95 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,218 Shares 10,614 Est. Cost $84.51 Unrealized
RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $1,207 Shares 48,675 Est. Cost $21.26 Unrealized
BAKER HUGHES COMPANY 0.1%
Value ($000) $1,201 Shares 48,556 Est. Cost $31.48 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $1,182 Shares 4,639 Est. Cost $184.34 Unrealized
FACEBOOK INC 0.1%
Value ($000) $1,141 Shares 3,361 Est. Cost $210.63 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,123 Shares 6,169 Est. Cost $66.57 Unrealized +144.5%
VISA INC 0.1%
Value ($000) $1,091 Shares 4,898 Est. Cost $127.80 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $1,055 Shares 10,556 Est. Cost $90.75 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $1,023 Shares 2,503 Est. Cost $93.09 Unrealized +360.1%
IWN ISHARES TR 0.1%
Value ($000) $917 Shares 5,720 Est. Cost $120.28 Unrealized
GUARDANT HEALTH INC 0.1%
Value ($000) $902 Shares 7,219 Est. Cost $106.97 Unrealized
JOHNSON CTLS INTL PLC 0.1%
Value ($000) $894 Shares 13,128 Est. Cost $37.30 Unrealized
EOG RES INC 0.1%
Value ($000) $878 Shares 10,936 Est. Cost $83.39 Unrealized
INVESCO QQQ TR 0.1%
Value ($000) $876 Shares 2,446 Est. Cost $209.49 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $871 Shares 14,650 Est. Cost $32.23 Unrealized +44.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $869 Shares 3,760 Est. Cost $196.18 Unrealized +20.6%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $849 Shares 20,012 Est. Cost $11.79 Unrealized +173.9%
WDC WESTERN DIGITAL CORP. 0.1%
Value ($000) $836 Shares 14,818 Est. Cost $33.07 Unrealized +43.1%
SONY SONY GROUP CORPORATION 0.1%
Value ($000) $832 Shares 7,520 Est. Cost $63.77 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $814 Shares 3,163 Est. Cost $239.63 Unrealized +20.2%
FLR FLUOR CORP NEW 0.1%
Value ($000) $799 Shares 50,000 Est. Cost $16.42 Unrealized 0.0%
CREE INC 0.1%
Value ($000) $797 Shares 9,870 Est. Cost $77.36 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $797 Shares 31,870 Est. Cost $20.96 Unrealized +11.0%
MADISON SQUARE GRDN ENTERTNM 0.1%
Value ($000) $773 Shares 10,637 Est. Cost $82.21 Unrealized
VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $773 Shares 5,500 Est. Cost $140.09 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $737 Shares 15,379 Est. Cost $45.33 Unrealized
CITRIX SYS INC 0.0%
Value ($000) $733 Shares 6,826 Est. Cost $130.15 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $726 Shares 3,703 Est. Cost $147.77 Unrealized +32.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $708 Shares 2,881 Est. Cost $191.59 Unrealized +19.0%
BLACKROCK INC 0.0%
Value ($000) $703 Shares 838 Est. Cost $545.67 Unrealized
KELLOGG CO 0.0%
Value ($000) $686 Shares 10,727 Est. Cost $44.49 Unrealized +15.4%
SELECT SECTOR SPDR TR 0.0%
Value ($000) $679 Shares 13,039 Est. Cost $42.24 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $674 Shares 4,852 Est. Cost $99.02 Unrealized +13.2%
DOLBY LABORATORIES INC 0.0%
Value ($000) $636 Shares 7,224 Est. Cost $79.92 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $635 Shares 10,565 Est. Cost $49.96 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $632 Shares 3,222 Est. Cost $141.09 Unrealized +26.6%
MATCH GROUP INC NEW 0.0%
Value ($000) $625 Shares 3,978 Est. Cost $157.11 Unrealized
SPDR SER TR 0.0%
Value ($000) $608 Shares 11,487 Est. Cost $44.89 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $603 Shares 892 Est. Cost $644.26 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $594 Shares 2,048 Est. Cost $253.25 Unrealized
BP BP PLC 0.0%
Value ($000) $594 Shares 21,743 Est. Cost $30.15 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $594 Shares 3,569 Est. Cost $122.18 Unrealized
FREEPORT-MCMORAN INC 0.0%
Value ($000) $588 Shares 18,073 Est. Cost $18.44 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $584 Shares 11,278 Est. Cost $32.77 Unrealized +54.8%
FIREEYE INC 0.0%
Value ($000) $577 Shares 32,394 Est. Cost $19.08 Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $560 Shares 14,912 Est. Cost $24.89 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $548 Shares 5,821 Est. Cost $62.81 Unrealized
DUPONT DE NEMOURS INC 0.0%
Value ($000) $542 Shares 7,965 Est. Cost $77.18 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $539 Shares 38,051 Est. Cost $9.01 Unrealized +14.6%
FEDEX CORP 0.0%
Value ($000) $537 Shares 2,447 Est. Cost $181.94 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $537 Shares 5,940 Est. Cost $55.92 Unrealized +52.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $536 Shares 7,548 Est. Cost $62.10 Unrealized +18.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $526 Shares 3,138 Est. Cost $113.35 Unrealized +37.0%
IJR ISHARES TR 0.0%
Value ($000) $521 Shares 4,773 Est. Cost $94.08 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $517 Shares 2,991 Est. Cost $142.41 Unrealized +18.4%
PENNS WOODS BANCORP INC 0.0%
Value ($000) $513 Shares 21,608 Est. Cost $24.68 Unrealized
VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $502 Shares 7,306 Est. Cost $73.61 Unrealized
FNCB BANCORP INC 0.0%
Value ($000) $500 Shares 60,761 Est. Cost $6.83 Unrealized
PROSHARES TR 0.0%
Value ($000) $481 Shares 4,012 Est. Cost $91.39 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $477 Shares 10,162 Est. Cost $27.48 Unrealized +32.5%
CPIX CUMBERLAND PHARMACEUTICALS I 0.0%
Value ($000) $472 Shares 176,185 Est. Cost $3.02 Unrealized -1.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $472 Shares 4,201 Est. Cost $55.60 Unrealized +78.6%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $462 Shares 9,732 Est. Cost $43.49 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $455 Shares 4,073 Est. Cost $119.30 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $447 Shares 10,500 Est. Cost $45.04 Unrealized -11.8%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $438 Shares 13,060 Est. Cost $48.29 Unrealized -22.0%
DISCOVERY INC 0.0%
Value ($000) $431 Shares 16,967 Est. Cost $30.10 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $428 Shares 2,789 Est. Cost $84.25 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $417 Shares 1,118 Est. Cost $236.99 Unrealized +50.9%
QUEST DIAGNOSTICS INC 0.0%
Value ($000) $416 Shares 2,860 Est. Cost $132.09 Unrealized
UNILEVER PLC 0.0%
Value ($000) $411 Shares 7,580 Est. Cost $59.45 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $399 Shares 7,702 Est. Cost $35.79 Unrealized +28.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $394 Shares 5,405 Est. Cost $42.83 Unrealized +57.3%
LYFT LYFT INC 0.0%
Value ($000) $393 Shares 7,340 Est. Cost $56.84 Unrealized -6.7%
IWP ISHARES TR 0.0%
Value ($000) $383 Shares 3,418 Est. Cost $118.19 Unrealized
ZOETIS INC 0.0%
Value ($000) $368 Shares 1,897 Est. Cost $166.53 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $353 Shares 6,409 Est. Cost $39.81 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $351 Shares 5,320 Est. Cost $56.90 Unrealized +15.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $339 Shares 7,206 Est. Cost $52.65 Unrealized
FIDELITY D & D BANCORP INC 0.0%
Value ($000) $332 Shares 6,587 Est. Cost $53.76 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $331 Shares 839 Est. Cost $263.76 Unrealized
VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $330 Shares 4,688 Est. Cost $101.59 Unrealized
GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $326 Shares 862 Est. Cost $263.70 Unrealized
OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $326 Shares 534 Est. Cost $452.83 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $324 Shares 3,821 Est. Cost $57.95 Unrealized +25.1%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $318 Shares 7,193 Est. Cost $55.83 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $311 Shares 3,012 Est. Cost $71.08 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $309 Shares 4,615 Est. Cost $66.57 Unrealized -2.9%
IUSG ISHARES TR 0.0%
Value ($000) $301 Shares 2,939 Est. Cost $101.07 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $297 Shares 4,098 Est. Cost $47.57 Unrealized +33.6%
PAYPAL HLDGS INC 0.0%
Value ($000) $295 Shares 1,132 Est. Cost $234.87 Unrealized
EVERSOURCE ENERGY 0.0%
Value ($000) $292 Shares 3,576 Est. Cost $72.96 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $288 Shares 2,539 Est. Cost $79.08 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $287 Shares 3,864 Est. Cost $74.28 Unrealized
PENTAIR PLC 0.0%
Value ($000) $278 Shares 3,829 Est. Cost $53.16 Unrealized
LINDE PLC 0.0%
Value ($000) $273 Shares 930 Est. Cost $280.72 Unrealized
CRNC CERENCE INC 0.0%
Value ($000) $272 Shares 2,830 Est. Cost $79.49 Unrealized +37.3%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $270 Shares 1,899 Est. Cost $115.57 Unrealized +30.1%
FAST FASTENAL CO 0.0%
Value ($000) $269 Shares 5,203 Est. Cost $20.72 Unrealized +17.8%
SPDR GOLD TR 0.0%
Value ($000) $259 Shares 1,579 Est. Cost $165.36 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $255 Shares 837 Est. Cost $219.57 Unrealized +21.5%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $251 Shares 24,800 Est. Cost $8.68 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $248 Shares 1,935 Est. Cost $121.72 Unrealized +9.3%
FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $247 Shares 2,026 Est. Cost $121.92 Unrealized
MASTERCARD INCORPORATED 0.0%
Value ($000) $247 Shares 710 Est. Cost $357.35 Unrealized
TRUIST FINL CORP 0.0%
Value ($000) $244 Shares 4,156 Est. Cost $48.11 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $243 Shares 726 Est. Cost $304.93 Unrealized +4.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $242 Shares 3,208 Est. Cost $73.25 Unrealized -2.1%
GLW CORNING INC 0.0%
Value ($000) $237 Shares 6,501 Est. Cost $33.60 Unrealized +5.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $235 Shares 24,579 Est. Cost $9.87 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $231 Shares 5,523 Est. Cost $40.79 Unrealized -8.3%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $228 Shares 3,793 Est. Cost $47.95 Unrealized +10.5%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $228 Shares 4,843 Est. Cost $43.18 Unrealized
DOMINION ENERGY INC 0.0%
Value ($000) $224 Shares 3,064 Est. Cost $73.11 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $223 Shares 5,085 Est. Cost $45.82 Unrealized
BA BOEING CO 0.0%
Value ($000) $217 Shares 988 Est. Cost $222.27 Unrealized +0.3%
NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $211 Shares 7,902 Est. Cost $29.36 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $207 Shares 705 Est. Cost $300.71 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $207 Shares 931 Est. Cost $207.07 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $205 Shares 1,856 Est. Cost $105.71 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $203 Shares 1,338 Est. Cost $127.55 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $203 Shares 563 Est. Cost $336.41 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $202 Shares 1,693 Est. Cost $111.82 Unrealized +6.2%
LKQ LKQ CORP 0.0%
Value ($000) $201 Shares 4,000 Est. Cost $45.68 Unrealized 0.0%
IMMUNITYBIO INC 0.0%
Value ($000) $195 Shares 20,000 Est. Cost $21.38 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $173 Shares 11,213 Est. Cost $12.05 Unrealized 0.0%
QURATE RETAIL INC 0.0%
Value ($000) $170 Shares 16,729 Est. Cost $10.97 Unrealized
PROSHARES TR 0.0%
Value ($000) $110 Shares 12,462 Est. Cost $8.83 Unrealized
NOW INC 0.0%
Value ($000) $104 Shares 13,606 Est. Cost $7.17 Unrealized
IMMUNOGEN INC 0.0%
Value ($000) $66 Shares 11,556 Est. Cost $6.45 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $60 Shares 10,850 Est. Cost $2.95 Unrealized