BERKSHIRE ASSET MANAGEMENT LLC/PA Diversified Active

CIK: 0000949012 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $1,585,225 (100.0% shares, 0.0% debt)

Holdings (201)

MSFT MICROSOFT CORP 4.1%
Value ($000) $64,242 Shares 208,367 Est. Cost $71.08 Unrealized +310.0%
ABBVIE INC 3.9%
Value ($000) $62,402 Shares 384,934 Est. Cost $64.41 Unrealized
JPMORGAN CHASE & CO 3.8%
Value ($000) $60,339 Shares 442,631 Est. Cost $79.89 Unrealized
BAC BK OF AMERICA CORP 3.8%
Value ($000) $60,161 Shares 1,459,510 Est. Cost $23.73 Unrealized +72.0%
CVX CHEVRON CORP NEW 3.8%
Value ($000) $59,655 Shares 366,362 Est. Cost $79.07 Unrealized +55.2%
NUE NUCOR CORP 3.1%
Value ($000) $48,685 Shares 327,512 Est. Cost $49.32 Unrealized +134.3%
PNC PNC FINL SVCS GROUP INC 2.9%
Value ($000) $46,252 Shares 250,756 Est. Cost $85.10 Unrealized +104.6%
AAPL APPLE INC 2.9%
Value ($000) $45,416 Shares 260,097 Est. Cost $102.56 Unrealized +60.7%
CISCO SYS INC 2.8%
Value ($000) $44,869 Shares 804,687 Est. Cost $32.61 Unrealized
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $43,392 Shares 244,832 Est. Cost $84.16 Unrealized +80.4%
BMY BRISTOL-MYERS SQUIBB CO 2.7%
Value ($000) $42,795 Shares 585,996 Est. Cost $40.20 Unrealized +41.4%
QCOM QUALCOMM INC 2.6%
Value ($000) $41,171 Shares 269,406 Est. Cost $75.98 Unrealized +102.2%
NSC NORFOLK SOUTHN CORP 2.4%
Value ($000) $37,416 Shares 131,184 Est. Cost $118.84 Unrealized +112.8%
WM WASTE MGMT INC DEL 2.3%
Value ($000) $37,116 Shares 234,172 Est. Cost $83.16 Unrealized +71.4%
INTC INTEL CORP 2.3%
Value ($000) $36,629 Shares 739,083 Est. Cost $34.11 Unrealized +35.4%
PFE PFIZER INC 2.3%
Value ($000) $35,865 Shares 692,785 Est. Cost $20.28 Unrealized +109.5%
LMT LOCKHEED MARTIN CORP 2.2%
Value ($000) $35,077 Shares 79,468 Est. Cost $209.00 Unrealized +74.7%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $33,160 Shares 217,016 Est. Cost $67.71 Unrealized +109.9%
ABT ABBOTT LABS 2.0%
Value ($000) $32,373 Shares 273,516 Est. Cost $43.27 Unrealized +166.6%
MTB M & T BK CORP 1.9%
Value ($000) $30,075 Shares 177,435 Est. Cost $138.07 Unrealized +12.6%
GIS GENERAL MLS INC 1.8%
Value ($000) $29,321 Shares 432,972 Est. Cost $38.82 Unrealized +51.4%
EMR EMERSON ELEC CO 1.8%
Value ($000) $28,834 Shares 294,072 Est. Cost $53.89 Unrealized +62.3%
HON HONEYWELL INTL INC 1.8%
Value ($000) $28,813 Shares 148,077 Est. Cost $88.15 Unrealized +93.3%
LEG LEGGETT & PLATT INC 1.8%
Value ($000) $28,694 Shares 824,528 Est. Cost $41.71 Unrealized -8.1%
MCD MCDONALDS CORP 1.8%
Value ($000) $27,918 Shares 112,900 Est. Cost $115.89 Unrealized +96.5%
AMGN AMGEN INC 1.7%
Value ($000) $27,706 Shares 114,573 Est. Cost $121.66 Unrealized +67.1%
WMT WALMART INC 1.7%
Value ($000) $26,907 Shares 180,678 Est. Cost $26.44 Unrealized +68.6%
MRK MERCK & CO INC 1.7%
Value ($000) $26,468 Shares 322,585 Est. Cost $45.21 Unrealized +54.5%
CHUBB LIMITED 1.6%
Value ($000) $25,887 Shares 121,023 Est. Cost $132.43 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $25,809 Shares 154,197 Est. Cost $118.11 Unrealized +25.7%
WP CAREY INC 1.5%
Value ($000) $23,590 Shares 291,817 Est. Cost $66.13 Unrealized
KINDER MORGAN INC DEL 1.5%
Value ($000) $23,077 Shares 1,220,375 Est. Cost $15.53 Unrealized
PPL PPL CORP 1.3%
Value ($000) $19,843 Shares 694,787 Est. Cost $21.53 Unrealized +14.7%
AT&T INC 1.1%
Value ($000) $17,512 Shares 741,104 Est. Cost $32.67 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $16,405 Shares 68,975 Est. Cost $125.05 Unrealized
KMB KIMBERLY-CLARK CORP 1.0%
Value ($000) $15,332 Shares 124,486 Est. Cost $87.04 Unrealized +31.0%
WFC WELLS FARGO CO NEW 0.9%
Value ($000) $13,477 Shares 278,096 Est. Cost $33.22 Unrealized +46.0%
TE CONNECTIVITY LTD 0.8%
Value ($000) $12,702 Shares 96,976 Est. Cost $59.83 Unrealized
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $12,514 Shares 199,325 Est. Cost $27.82 Unrealized +110.9%
CONOCOPHILLIPS 0.7%
Value ($000) $11,490 Shares 114,897 Est. Cost $44.61 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $10,270 Shares 74,878 Est. Cost $83.92 Unrealized +68.3%
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $10,213 Shares 278,133 Est. Cost $35.02 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $9,365 Shares 151,043 Est. Cost $31.32 Unrealized +72.6%
PHM PULTE GROUP INC 0.6%
Value ($000) $9,175 Shares 218,967 Est. Cost $20.26 Unrealized +136.0%
SPDR S&P 500 ETF TR 0.6%
Value ($000) $9,092 Shares 20,130 Est. Cost $273.30 Unrealized
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $7,866 Shares 103,695 Est. Cost $64.85 Unrealized
KHC KRAFT HEINZ CO 0.5%
Value ($000) $7,608 Shares 193,151 Est. Cost $29.77 Unrealized +4.2%
MEDTRONIC PLC 0.5%
Value ($000) $7,596 Shares 68,464 Est. Cost $83.04 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $7,306 Shares 136,812 Est. Cost $39.74 Unrealized +34.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $6,283 Shares 17,802 Est. Cost $196.16 Unrealized +64.9%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $6,094 Shares 105,814 Est. Cost $54.22 Unrealized
UNITEDHEALTH GROUP INC 0.4%
Value ($000) $5,746 Shares 11,267 Est. Cost $283.08 Unrealized
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $5,239 Shares 114,397 Est. Cost $43.62 Unrealized -6.2%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $4,441 Shares 19,516 Est. Cost $106.57 Unrealized +84.8%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,968 Shares 73,682 Est. Cost $66.55 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $3,778 Shares 1,159 Est. Cost $42.43 Unrealized +264.1%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $3,346 Shares 69,655 Est. Cost $40.36 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,341 Shares 120,292 Est. Cost $28.40 Unrealized
EXXON MOBIL CORP 0.2%
Value ($000) $3,177 Shares 38,465 Est. Cost $75.41 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $3,141 Shares 24,744 Est. Cost $50.54 Unrealized +112.1%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,967 Shares 64,308 Est. Cost $43.77 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,896 Shares 46,496 Est. Cost $52.47 Unrealized
ALPHABET INC 0.2%
Value ($000) $2,782 Shares 996 Est. Cost $1266.64 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $2,748 Shares 27,542 Est. Cost $44.42 Unrealized +78.3%
NEXTERA ENERGY INC 0.2%
Value ($000) $2,677 Shares 31,603 Est. Cost $86.79 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $2,530 Shares 30,983 Est. Cost $30.67 Unrealized +136.9%
COMCAST CORP NEW 0.2%
Value ($000) $2,459 Shares 52,516 Est. Cost $48.21 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,438 Shares 8,144 Est. Cost $217.94 Unrealized +44.1%
AVGO BROADCOM INC 0.2%
Value ($000) $2,423 Shares 3,848 Est. Cost $29.86 Unrealized +84.4%
ALPHABET INC 0.2%
Value ($000) $2,403 Shares 864 Est. Cost $1644.75 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,256 Shares 22,771 Est. Cost $75.85 Unrealized +14.4%
TETRA TECHNOLOGIES INC DEL 0.1%
Value ($000) $2,201 Shares 535,625 Est. Cost $0.93 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2,069 Shares 11,279 Est. Cost $90.97 Unrealized +72.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,040 Shares 21,713 Est. Cost $55.38 Unrealized +49.5%
ALTRIA GROUP INC 0.1%
Value ($000) $1,994 Shares 38,161 Est. Cost $42.23 Unrealized
VIATRIS INC 0.1%
Value ($000) $1,940 Shares 178,290 Est. Cost $15.65 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,905 Shares 23,025 Est. Cost $41.97 Unrealized +83.4%
VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,892 Shares 7,250 Est. Cost $221.70 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $1,813 Shares 19,812 Est. Cost $62.61 Unrealized -6.5%
BAKER HUGHES COMPANY 0.1%
Value ($000) $1,756 Shares 48,223 Est. Cost $31.48 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,726 Shares 9,231 Est. Cost $74.80 Unrealized +129.7%
VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,686 Shares 33,103 Est. Cost $53.79 Unrealized
CBU COMMUNITY BK SYS INC 0.1%
Value ($000) $1,662 Shares 23,687 Est. Cost $46.58 Unrealized +37.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,630 Shares 6,523 Est. Cost $139.26 Unrealized +66.5%
VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,485 Shares 10,521 Est. Cost $140.59 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $1,484 Shares 6,921 Est. Cost $198.00 Unrealized +16.3%
FLR FLUOR CORP NEW 0.1%
Value ($000) $1,435 Shares 50,000 Est. Cost $16.42 Unrealized +46.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,383 Shares 6,451 Est. Cost $71.19 Unrealized +148.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,375 Shares 6,564 Est. Cost $96.19 Unrealized +111.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1,369 Shares 5,510 Est. Cost $172.49 Unrealized +24.4%
NVIDIA CORPORATION 0.1%
Value ($000) $1,352 Shares 4,954 Est. Cost $211.83 Unrealized
ZION ZIONS BANCORPORATION N A 0.1%
Value ($000) $1,343 Shares 20,486 Est. Cost $36.98 Unrealized +85.0%
TWITTER INC 0.1%
Value ($000) $1,296 Shares 33,504 Est. Cost $43.06 Unrealized
KELLOGG CO 0.1%
Value ($000) $1,209 Shares 18,742 Est. Cost $47.31 Unrealized +11.1%
TARGET CORP 0.1%
Value ($000) $1,192 Shares 5,615 Est. Cost $153.63 Unrealized
RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $1,160 Shares 48,675 Est. Cost $21.26 Unrealized
SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $1,150 Shares 12,792 Est. Cost $87.94 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $1,120 Shares 12,816 Est. Cost $48.82 Unrealized +73.3%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $1,099 Shares 26,200 Est. Cost $26.93 Unrealized +59.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,088 Shares 3,799 Est. Cost $197.07 Unrealized +26.1%
UNP UNION PAC CORP 0.1%
Value ($000) $1,050 Shares 3,844 Est. Cost $150.57 Unrealized +53.1%
VISA INC 0.1%
Value ($000) $1,032 Shares 4,655 Est. Cost $127.80 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $861 Shares 20,012 Est. Cost $11.79 Unrealized +238.4%
FREEPORT-MCMORAN INC 0.1%
Value ($000) $822 Shares 16,516 Est. Cost $18.44 Unrealized
WOLFSPEED INC 0.1%
Value ($000) $801 Shares 7,036 Est. Cost $111.72 Unrealized
CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $789 Shares 10,200 Est. Cost $93.18 Unrealized
INVESCO QQQ TR 0.0%
Value ($000) $787 Shares 2,171 Est. Cost $209.49 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $783 Shares 3,131 Est. Cost $122.18 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $777 Shares 15,370 Est. Cost $45.33 Unrealized
BIOGEN INC 0.0%
Value ($000) $763 Shares 3,622 Est. Cost $264.22 Unrealized
CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $747 Shares 3,291 Est. Cost $212.11 Unrealized
HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $742 Shares 33,490 Est. Cost $24.96 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $728 Shares 13,696 Est. Cost $32.23 Unrealized +48.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $725 Shares 5,579 Est. Cost $100.76 Unrealized +11.3%
TRINSEO PLC 0.0%
Value ($000) $724 Shares 15,100 Est. Cost $52.45 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $706 Shares 2,927 Est. Cost $141.09 Unrealized +45.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $701 Shares 10,565 Est. Cost $49.96 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $677 Shares 5,940 Est. Cost $55.92 Unrealized +76.1%
JOHNSON CTLS INTL PLC 0.0%
Value ($000) $670 Shares 10,214 Est. Cost $37.30 Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $661 Shares 6,440 Est. Cost $63.77 Unrealized
FNCB BANCORP INC 0.0%
Value ($000) $651 Shares 68,761 Est. Cost $7.11 Unrealized
BLACKROCK INC 0.0%
Value ($000) $624 Shares 817 Est. Cost $545.67 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $613 Shares 2,306 Est. Cost $191.59 Unrealized +25.8%
F FORD MTR CO DEL 0.0%
Value ($000) $609 Shares 36,009 Est. Cost $9.07 Unrealized +60.4%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $595 Shares 2,003 Est. Cost $93.09 Unrealized +222.2%
FEDEX CORP 0.0%
Value ($000) $592 Shares 2,559 Est. Cost $184.63 Unrealized
META PLATFORMS INC 0.0%
Value ($000) $591 Shares 2,658 Est. Cost $211.51 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $562 Shares 1,183 Est. Cost $591.72 Unrealized -18.1%
SELECT SECTOR SPDR TR 0.0%
Value ($000) $558 Shares 7,297 Est. Cost $42.24 Unrealized
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $544 Shares 10,957 Est. Cost $33.07 Unrealized +23.6%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $536 Shares 5,821 Est. Cost $62.81 Unrealized
VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $532 Shares 7,306 Est. Cost $73.61 Unrealized
PENNS WOODS BANCORP INC 0.0%
Value ($000) $528 Shares 21,608 Est. Cost $24.68 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $523 Shares 4,822 Est. Cost $108.46 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $519 Shares 6,668 Est. Cost $62.10 Unrealized +34.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $518 Shares 3,794 Est. Cost $55.60 Unrealized +97.3%
CPIX CUMBERLAND PHARMACEUTICALS I 0.0%
Value ($000) $514 Shares 182,141 Est. Cost $3.04 Unrealized +9.6%
TRUIST FINL CORP 0.0%
Value ($000) $496 Shares 8,743 Est. Cost $52.95 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $470 Shares 2,847 Est. Cost $113.35 Unrealized +33.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $457 Shares 9,970 Est. Cost $32.77 Unrealized +36.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $456 Shares 5,405 Est. Cost $43.74 Unrealized +90.6%
DUPONT DE NEMOURS INC 0.0%
Value ($000) $451 Shares 6,134 Est. Cost $77.18 Unrealized
MATCH GROUP INC NEW 0.0%
Value ($000) $448 Shares 4,121 Est. Cost $145.80 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $436 Shares 2,687 Est. Cost $87.95 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $431 Shares 1,037 Est. Cost $296.41 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $420 Shares 3,919 Est. Cost $232.13 Unrealized -50.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $417 Shares 3,998 Est. Cost $119.30 Unrealized
DOLBY LABORATORIES INC 0.0%
Value ($000) $410 Shares 5,239 Est. Cost $79.92 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $407 Shares 7,403 Est. Cost $54.98 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $402 Shares 8,865 Est. Cost $27.48 Unrealized +57.6%
CMA COMERICA INC 0.0%
Value ($000) $396 Shares 4,384 Est. Cost $70.25 Unrealized +10.9%
DISCOVERY INC 0.0%
Value ($000) $385 Shares 15,447 Est. Cost $30.00 Unrealized
HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $384 Shares 25,000 Est. Cost $15.96 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $369 Shares 1,301 Est. Cost $355.80 Unrealized -13.3%
OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $366 Shares 534 Est. Cost $452.83 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $361 Shares 9,739 Est. Cost $47.49 Unrealized -31.1%
GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $357 Shares 1,082 Est. Cost $278.82 Unrealized
ZOETIS INC 0.0%
Value ($000) $355 Shares 1,882 Est. Cost $166.53 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $352 Shares 9,168 Est. Cost $39.16 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $348 Shares 1,899 Est. Cost $115.57 Unrealized +49.7%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $348 Shares 4,098 Est. Cost $47.57 Unrealized +47.5%
MASTERCARD INCORPORATED 0.0%
Value ($000) $348 Shares 973 Est. Cost $357.51 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $346 Shares 3,421 Est. Cost $57.95 Unrealized +58.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $342 Shares 3,793 Est. Cost $47.95 Unrealized +45.2%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $340 Shares 3,031 Est. Cost $74.95 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $336 Shares 16,620 Est. Cost $20.96 Unrealized -3.6%
VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $335 Shares 4,688 Est. Cost $101.59 Unrealized
QUEST DIAGNOSTICS INC 0.0%
Value ($000) $331 Shares 2,420 Est. Cost $132.09 Unrealized
GUARDANT HEALTH INC 0.0%
Value ($000) $329 Shares 4,972 Est. Cost $106.97 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $323 Shares 7,206 Est. Cost $52.65 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $321 Shares 654 Est. Cost $236.99 Unrealized +82.6%
EVERSOURCE ENERGY 0.0%
Value ($000) $312 Shares 3,537 Est. Cost $75.32 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $309 Shares 5,203 Est. Cost $20.72 Unrealized +22.6%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $309 Shares 4,615 Est. Cost $66.57 Unrealized -7.0%
ETSY INC 0.0%
Value ($000) $309 Shares 2,484 Est. Cost $172.66 Unrealized
FIDELITY D & D BANCORP INC 0.0%
Value ($000) $306 Shares 6,599 Est. Cost $53.76 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $300 Shares 4,055 Est. Cost $73.98 Unrealized
INSULET CORP 0.0%
Value ($000) $293 Shares 1,099 Est. Cost $266.61 Unrealized
DOMINION ENERGY INC 0.0%
Value ($000) $289 Shares 3,396 Est. Cost $73.86 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $281 Shares 5,659 Est. Cost $35.79 Unrealized +41.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $280 Shares 1,258 Est. Cost $188.20 Unrealized +3.9%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $275 Shares 24,579 Est. Cost $9.87 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $271 Shares 923 Est. Cost $223.40 Unrealized +10.0%
KLAC KLA CORP 0.0%
Value ($000) $266 Shares 726 Est. Cost $304.93 Unrealized +17.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $246 Shares 5,523 Est. Cost $40.79 Unrealized -4.9%
SPDR GOLD TR 0.0%
Value ($000) $244 Shares 1,350 Est. Cost $165.36 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $241 Shares 3,183 Est. Cost $73.25 Unrealized -1.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $238 Shares 533 Est. Cost $387.65 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $233 Shares 1,732 Est. Cost $154.12 Unrealized -14.4%
AMERIPRISE FINL INC 0.0%
Value ($000) $225 Shares 750 Est. Cost $301.33 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $218 Shares 4,441 Est. Cost $45.82 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $218 Shares 25,800 Est. Cost $8.75 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $210 Shares 2,100 Est. Cost $79.41 Unrealized +4.1%
FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $202 Shares 2,008 Est. Cost $121.92 Unrealized
MADISON SQUARE GRDN ENTERTNM 0.0%
Value ($000) $202 Shares 2,426 Est. Cost $83.26 Unrealized
ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $200 Shares 440 Est. Cost $454.55 Unrealized
PROFIRE ENERGY INC 0.0%
Value ($000) $188 Shares 144,664 Est. Cost $1.30 Unrealized
UBFO UNITED SEC BANCSHARES CALIF 0.0%
Value ($000) $166 Shares 20,000 Est. Cost $6.20 Unrealized +5.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $164 Shares 11,213 Est. Cost $12.05 Unrealized +8.5%
IMMUNITYBIO INC 0.0%
Value ($000) $84 Shares 15,000 Est. Cost $21.38 Unrealized
IMMUNOGEN INC 0.0%
Value ($000) $51 Shares 10,773 Est. Cost $6.45 Unrealized