Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 1, 2023

Total Value ($000): $349,357 (100.0% shares, 0.0% debt)

Holdings (179)

MSFT MICROSOFT CORP 4.7%
Value ($000) $16,338 Shares 68,126 Est. Cost $34.67 Unrealized +575.1%
AAPL APPLE INC 4.0%
Value ($000) $14,073 Shares 108,312 Est. Cost $84.36 Unrealized +66.8%
XOM EXXON MOBIL CORP 3.4%
Value ($000) $11,722 Shares 106,273 Est. Cost $54.74 Unrealized +75.9%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $9,093 Shares 51,473 Est. Cost $74.75 Unrealized +110.1%
IWV ISHARES TR 2.5%
Value ($000) $8,806 Shares 39,903 Est. Cost $142.24 Unrealized
CVX CHEVRON CORP NEW 2.4%
Value ($000) $8,438 Shares 47,010 Est. Cost $74.51 Unrealized +105.7%
UNP UNION PAC CORP 2.2%
Value ($000) $7,690 Shares 37,137 Est. Cost $83.80 Unrealized +127.0%
COST COSTCO WHSL CORP NEW 2.1%
Value ($000) $7,335 Shares 16,069 Est. Cost $214.76 Unrealized +118.3%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $6,633 Shares 43,764 Est. Cost $62.56 Unrealized +107.5%
NVO NOVO-NORDISK A S 1.9%
Value ($000) $6,597 Shares 48,743 Est. Cost $65.64 Unrealized
ABBV ABBVIE INC 1.8%
Value ($000) $6,148 Shares 38,043 Est. Cost $67.67 Unrealized +102.8%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $6,083 Shares 45,362 Est. Cost $75.49 Unrealized +55.8%
MRK MERCK & CO INC 1.7%
Value ($000) $5,842 Shares 52,654 Est. Cost $39.56 Unrealized +134.6%
V VISA INC 1.6%
Value ($000) $5,691 Shares 27,392 Est. Cost $76.81 Unrealized +156.5%
ACN ACCENTURE PLC IRELAND 1.6%
Value ($000) $5,607 Shares 21,011 Est. Cost $145.04 Unrealized +82.1%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $5,598 Shares 33,828 Est. Cost $70.89 Unrealized +120.0%
GOOGL ALPHABET INC 1.5%
Value ($000) $5,397 Shares 61,175 Est. Cost $107.65 Unrealized -12.4%
TXN TEXAS INSTRS INC 1.5%
Value ($000) $5,102 Shares 30,878 Est. Cost $73.79 Unrealized +105.9%
PGR PROGRESSIVE CORP 1.4%
Value ($000) $4,977 Shares 38,367 Est. Cost $58.33 Unrealized +98.3%
AMGN AMGEN INC 1.4%
Value ($000) $4,908 Shares 18,688 Est. Cost $81.66 Unrealized +197.3%
LINDE PLC 1.3%
Value ($000) $4,618 Shares 14,158 Est. Cost $182.01 Unrealized
CAT CATERPILLAR INC 1.3%
Value ($000) $4,511 Shares 18,829 Est. Cost $72.10 Unrealized +186.5%
HON HONEYWELL INTL INC 1.3%
Value ($000) $4,506 Shares 21,025 Est. Cost $72.15 Unrealized +147.7%
PEP PEPSICO INC 1.2%
Value ($000) $4,342 Shares 24,032 Est. Cost $78.58 Unrealized +104.7%
OTIS OTIS WORLDWIDE CORP 1.2%
Value ($000) $4,297 Shares 54,867 Est. Cost $64.06 Unrealized +9.5%
AMZN AMAZON COM INC 1.2%
Value ($000) $4,147 Shares 49,367 Est. Cost $123.88 Unrealized -20.3%
WSO WATSCO INC 1.2%
Value ($000) $4,142 Shares 16,608 Est. Cost $179.78 Unrealized +46.3%
TJX TJX COS INC NEW 1.2%
Value ($000) $4,020 Shares 50,507 Est. Cost $48.98 Unrealized +44.4%
EL LAUDER ESTEE COS INC 1.1%
Value ($000) $3,898 Shares 15,709 Est. Cost $139.15 Unrealized +51.6%
MKC MCCORMICK & CO INC 1.1%
Value ($000) $3,851 Shares 46,461 Est. Cost $58.97 Unrealized +26.9%
ITW ILLINOIS TOOL WKS INC 1.1%
Value ($000) $3,850 Shares 17,478 Est. Cost $113.40 Unrealized +74.2%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $3,772 Shares 6,850 Est. Cost $254.96 Unrealized +105.9%
ABT ABBOTT LABS 1.0%
Value ($000) $3,663 Shares 33,363 Est. Cost $53.53 Unrealized +82.4%
CB CHUBB LIMITED 1.0%
Value ($000) $3,570 Shares 16,183 Est. Cost $98.66 Unrealized +102.6%
TPL TEXAS PACIFIC LAND CORPORATI 1.0%
Value ($000) $3,458 Shares 1,475 Est. Cost $117.17 Unrealized +118.4%
KO COCA COLA CO 1.0%
Value ($000) $3,457 Shares 54,347 Est. Cost $37.13 Unrealized +47.9%
AWK AMERICAN WTR WKS CO INC NEW 1.0%
Value ($000) $3,414 Shares 22,400 Est. Cost $118.70 Unrealized +13.6%
OKE ONEOK INC NEW 1.0%
Value ($000) $3,388 Shares 51,572 Est. Cost $28.74 Unrealized +81.9%
CAC CAMDEN NATL CORP 1.0%
Value ($000) $3,324 Shares 79,733 Est. Cost $26.22 Unrealized +39.5%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $3,014 Shares 36,054 Est. Cost $65.74 Unrealized +12.3%
EQNR EQUINOR ASA 0.8%
Value ($000) $2,903 Shares 81,066 Est. Cost $22.08 Unrealized
MRNA MODERNA INC 0.8%
Value ($000) $2,774 Shares 15,445 Est. Cost $191.91 Unrealized -14.8%
EMR EMERSON ELEC CO 0.7%
Value ($000) $2,537 Shares 26,413 Est. Cost $48.58 Unrealized +74.0%
ASML ASML HOLDING N V 0.7%
Value ($000) $2,496 Shares 4,568 Est. Cost $704.80 Unrealized
TGT TARGET CORP 0.7%
Value ($000) $2,420 Shares 16,237 Est. Cost $114.35 Unrealized +23.2%
MMM 3M CO 0.7%
Value ($000) $2,344 Shares 19,544 Est. Cost $122.87 Unrealized -26.2%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $2,167 Shares 15,379 Est. Cost $103.42 Unrealized +19.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $2,157 Shares 8,186 Est. Cost $90.47 Unrealized +171.1%
BROOKFIELD INFRASTRUCTURE CO 0.6%
Value ($000) $2,125 Shares 54,616 Est. Cost $40.67 Unrealized
DEO DIAGEO PLC 0.6%
Value ($000) $2,103 Shares 11,802 Est. Cost $140.42 Unrealized
CCI CROWN CASTLE INC 0.6%
Value ($000) $2,085 Shares 15,373 Est. Cost $114.78 Unrealized -1.0%
LHX L3HARRIS TECHNOLOGIES INC 0.6%
Value ($000) $2,021 Shares 9,706 Est. Cost $203.01 Unrealized +3.9%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,935 Shares 13,239 Est. Cost $17.16 Unrealized -14.7%
LLY LILLY ELI & CO 0.5%
Value ($000) $1,856 Shares 5,073 Est. Cost $91.15 Unrealized +279.4%
INTC INTEL CORP 0.5%
Value ($000) $1,833 Shares 69,367 Est. Cost $27.94 Unrealized -4.6%
CCOI COGENT COMMUNICATIONS HLDGS 0.5%
Value ($000) $1,830 Shares 32,054 Est. Cost $44.73 Unrealized +1.7%
NVS NOVARTIS AG 0.5%
Value ($000) $1,770 Shares 19,507 Est. Cost $76.33 Unrealized
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,762 Shares 17,109 Est. Cost $47.66 Unrealized +77.9%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $1,720 Shares 12,328 Est. Cost $78.40 Unrealized +2.4%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,683 Shares 23,385 Est. Cost $33.63 Unrealized +93.9%
IVV ISHARES TR 0.5%
Value ($000) $1,674 Shares 4,357 Est. Cost $324.60 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,664 Shares 21,122 Est. Cost $48.83 Unrealized +42.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,655 Shares 16,401 Est. Cost $54.61 Unrealized +60.5%
DHR DANAHER CORPORATION 0.5%
Value ($000) $1,641 Shares 6,182 Est. Cost $110.66 Unrealized +106.2%
NKE NIKE INC 0.5%
Value ($000) $1,605 Shares 13,714 Est. Cost $50.96 Unrealized +87.0%
CI CIGNA CORP NEW 0.4%
Value ($000) $1,565 Shares 4,723 Est. Cost $190.77 Unrealized +56.7%
GOOG ALPHABET INC 0.4%
Value ($000) $1,520 Shares 17,136 Est. Cost $108.30 Unrealized -12.5%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,487 Shares 6,226 Est. Cost $123.18 Unrealized +85.9%
NEM NEWMONT CORP 0.4%
Value ($000) $1,468 Shares 31,111 Est. Cost $49.29 Unrealized -17.2%
TOTALENERGIES SE 0.4%
Value ($000) $1,465 Shares 23,605 Est. Cost $47.07 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,429 Shares 4,524 Est. Cost $177.58 Unrealized +58.3%
PFE PFIZER INC 0.4%
Value ($000) $1,343 Shares 26,217 Est. Cost $22.03 Unrealized +82.4%
BNS BANK NOVA SCOTIA HALIFAX 0.4%
Value ($000) $1,266 Shares 25,851 Est. Cost $40.92 Unrealized +1.5%
SHEL SHELL PLC 0.4%
Value ($000) $1,243 Shares 21,829 Est. Cost $54.91 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,180 Shares 6,785 Est. Cost $156.06 Unrealized -5.1%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $1,165 Shares 15,619 Est. Cost $66.83 Unrealized +15.3%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $1,161 Shares 3,766 Est. Cost $220.01 Unrealized +17.9%
BAX BAXTER INTL INC 0.3%
Value ($000) $1,140 Shares 22,364 Est. Cost $32.55 Unrealized +52.5%
SO SOUTHERN CO 0.3%
Value ($000) $1,129 Shares 15,805 Est. Cost $28.71 Unrealized +107.7%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $1,125 Shares 28,145 Est. Cost $38.75 Unrealized
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $1,080 Shares 13,393 Est. Cost $39.94 Unrealized +85.1%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,045 Shares 10,325 Est. Cost $56.51 Unrealized +43.9%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,036 Shares 16,001 Est. Cost $86.87 Unrealized -24.0%
MKC/V MCCORMICK & CO INC 0.3%
Value ($000) $999 Shares 12,160 Est. Cost $74.55 Unrealized +1.8%
CRSP CRISPR THERAPEUTICS AG 0.3%
Value ($000) $995 Shares 24,470 Est. Cost $23.98 Unrealized +121.2%
IJH ISHARES TR 0.3%
Value ($000) $992 Shares 4,100 Est. Cost $199.80 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $991 Shares 3,723 Est. Cost $190.87 Unrealized
ILMN ILLUMINA INC 0.3%
Value ($000) $985 Shares 4,873 Est. Cost $400.38 Unrealized -48.2%
MO ALTRIA GROUP INC 0.3%
Value ($000) $964 Shares 21,085 Est. Cost $26.47 Unrealized +32.3%
PFF ISHARES TR 0.3%
Value ($000) $959 Shares 31,419 Est. Cost $38.23 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value ($000) $924 Shares 16,700 Est. Cost $43.19 Unrealized +5.5%
ROST ROSS STORES INC 0.3%
Value ($000) $921 Shares 7,935 Est. Cost $85.31 Unrealized +15.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $898 Shares 22,798 Est. Cost $31.70 Unrealized -3.0%
SYY SYSCO CORP 0.3%
Value ($000) $887 Shares 11,602 Est. Cost $53.87 Unrealized +37.2%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $867 Shares 2,492 Est. Cost $218.99 Unrealized +47.7%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $859 Shares 10,255 Est. Cost $62.95 Unrealized -23.1%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $810 Shares 8,321 Est. Cost $83.57 Unrealized +11.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $796 Shares 7,238 Est. Cost $85.86 Unrealized +26.8%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $793 Shares 1,325 Est. Cost $221.97 Unrealized +137.1%
HSY HERSHEY CO 0.2%
Value ($000) $782 Shares 3,375 Est. Cost $66.27 Unrealized +220.1%
T AT&T INC 0.2%
Value ($000) $774 Shares 42,065 Est. Cost $13.04 Unrealized +15.8%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $755 Shares 11,002 Est. Cost $27.24 Unrealized -8.2%
BMO BANK MONTREAL QUE 0.2%
Value ($000) $752 Shares 8,304 Est. Cost $60.92 Unrealized +32.9%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $696 Shares 825 Est. Cost $24.73 Unrealized +117.4%
STAG STAG INDL INC 0.2%
Value ($000) $684 Shares 21,161 Est. Cost $46.79 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $682 Shares 8,342 Est. Cost $42.46 Unrealized +72.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $662 Shares 7,616 Est. Cost $128.81 Unrealized -27.5%
ALC ALCON AG 0.2%
Value ($000) $660 Shares 9,631 Est. Cost $58.98 Unrealized +7.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $623 Shares 5,281 Est. Cost $34.80 Unrealized +214.4%
GIS GENERAL MLS INC 0.2%
Value ($000) $601 Shares 7,166 Est. Cost $42.65 Unrealized +71.0%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $597 Shares 11,160 Est. Cost $51.03 Unrealized -9.7%
CTVA CORTEVA INC 0.2%
Value ($000) $579 Shares 9,849 Est. Cost $26.67 Unrealized +129.2%
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $572 Shares 6,790 Est. Cost $64.49 Unrealized +35.0%
VRSN VERISIGN INC 0.2%
Value ($000) $555 Shares 2,700 Est. Cost $153.45 Unrealized +23.8%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $555 Shares 3,725 Est. Cost $75.33 Unrealized +98.1%
AFL AFLAC INC 0.2%
Value ($000) $551 Shares 7,660 Est. Cost $33.00 Unrealized +89.4%
GXO GXO LOGISTICS INCORPORATED 0.2%
Value ($000) $548 Shares 12,840 Est. Cost $88.72 Unrealized -54.8%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $548 Shares 10,905 Est. Cost $64.11 Unrealized
DOW DOW INC 0.2%
Value ($000) $542 Shares 10,765 Est. Cost $36.37 Unrealized +11.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $542 Shares 3,666 Est. Cost $99.20 Unrealized +43.5%
CRM SALESFORCE INC 0.2%
Value ($000) $528 Shares 3,982 Est. Cost $228.74 Unrealized -37.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $512 Shares 7,677 Est. Cost $35.59 Unrealized +63.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $500 Shares 2,846 Est. Cost $134.10 Unrealized +32.1%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $491 Shares 20,347 Est. Cost $26.32 Unrealized
TTC TORO CO 0.1%
Value ($000) $490 Shares 4,325 Est. Cost $60.80 Unrealized +74.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $483 Shares 1,262 Est. Cost $374.00 Unrealized
DE DEERE & CO 0.1%
Value ($000) $474 Shares 1,106 Est. Cost $299.81 Unrealized +29.7%
IJR ISHARES TR 0.1%
Value ($000) $473 Shares 4,996 Est. Cost $93.56 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $461 Shares 5,370 Est. Cost $56.17 Unrealized +26.0%
RPM RPM INTL INC 0.1%
Value ($000) $452 Shares 4,635 Est. Cost $61.46 Unrealized +57.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $439 Shares 1,795 Est. Cost $157.40 Unrealized +39.6%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $431 Shares 4,525 Est. Cost $60.39 Unrealized +35.2%
LOW LOWES COS INC 0.1%
Value ($000) $411 Shares 2,061 Est. Cost $104.23 Unrealized +80.5%
IGSB ISHARES TR 0.1%
Value ($000) $399 Shares 8,000 Est. Cost $54.66 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $386 Shares 7,500 Est. Cost $31.42 Unrealized +59.8%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $383 Shares 1,625 Est. Cost $129.53 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $383 Shares 3,857 Est. Cost $52.15 Unrealized +67.9%
EFA ISHARES TR 0.1%
Value ($000) $381 Shares 5,802 Est. Cost $67.54 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $356 Shares 4,576 Est. Cost $81.67 Unrealized -10.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $355 Shares 7,461 Est. Cost $23.46 Unrealized +76.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $348 Shares 1,034 Est. Cost $370.70 Unrealized -13.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $339 Shares 1,428 Est. Cost $222.79 Unrealized +0.9%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $331 Shares 1,000 Est. Cost $308.00 Unrealized
GSK GSK PLC 0.1%
Value ($000) $323 Shares 9,192 Est. Cost $29.48 Unrealized
BCE BCE INC 0.1%
Value ($000) $319 Shares 7,253 Est. Cost $29.93 Unrealized +18.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $316 Shares 3,390 Est. Cost $56.02 Unrealized +53.4%
MPC MARATHON PETE CORP 0.1%
Value ($000) $308 Shares 2,650 Est. Cost $69.68 Unrealized +52.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $301 Shares 975 Est. Cost $210.97 Unrealized +40.8%
RVTY PERKINELMER INC 0.1%
Value ($000) $278 Shares 1,984 Est. Cost $113.55 Unrealized +17.6%
WAT WATERS CORP 0.1%
Value ($000) $274 Shares 800 Est. Cost $207.83 Unrealized +52.2%
FISV FISERV INC 0.1%
Value ($000) $272 Shares 2,695 Est. Cost $77.91 Unrealized +27.8%
ZTS ZOETIS INC 0.1%
Value ($000) $271 Shares 1,849 Est. Cost $89.24 Unrealized +60.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $266 Shares 1,963 Est. Cost $94.31 Unrealized +19.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $262 Shares 539 Est. Cost $338.54 Unrealized +26.0%
MS MORGAN STANLEY 0.1%
Value ($000) $261 Shares 3,068 Est. Cost $67.30 Unrealized +14.1%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $260 Shares 14,075 Est. Cost $13.98 Unrealized -0.9%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $258 Shares 805 Est. Cost $174.31 Unrealized +88.7%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $258 Shares 1,000 Est. Cost $219.91 Unrealized +8.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $257 Shares 2,509 Est. Cost $95.52 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $255 Shares 4,151 Est. Cost $51.29 Unrealized +4.6%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $251 Shares 3,339 Est. Cost $78.14 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $251 Shares 945 Est. Cost $243.83 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $250 Shares 2,400 Est. Cost $91.37 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $247 Shares 2,380 Est. Cost $113.91 Unrealized -13.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $247 Shares 1,365 Est. Cost $168.26 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $244 Shares 436 Est. Cost $47.61 Unrealized 0.0%
GLW CORNING INC 0.1%
Value ($000) $238 Shares 7,440 Est. Cost $27.18 Unrealized +9.4%
IDXX IDEXX LABS INC 0.1%
Value ($000) $226 Shares 555 Est. Cost $388.17 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $224 Shares 5,431 Est. Cost $38.70 Unrealized +5.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $220 Shares 1,451 Est. Cost $151.85 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $215 Shares 2,944 Est. Cost $53.47 Unrealized +33.0%
ARTNA ARTESIAN RES CORP 0.1%
Value ($000) $212 Shares 3,620 Est. Cost $47.42 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $209 Shares 2,200 Est. Cost $80.91 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $208 Shares 2,222 Est. Cost $82.72 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $208 Shares 5,285 Est. Cost $33.92 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $204 Shares 1,300 Est. Cost $156.51 Unrealized -2.1%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $201 Shares 12,500 Est. Cost $8.92 Unrealized +68.9%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $83 Shares 18,300 Est. Cost $1.55 Unrealized +149.3%
BRNS VACCITECH PLC 0.0%
Value ($000) $50 Shares 21,375 Est. Cost $16.39 Unrealized