Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 24, 2023

Total Value ($000): $365,830 (100.0% shares, 0.0% debt)

Holdings (187)

MSFT MICROSOFT CORP 5.5%
Value ($000) $20,029 Shares 69,473 Est. Cost $38.83 Unrealized +542.4%
AAPL APPLE INC 4.8%
Value ($000) $17,623 Shares 106,871 Est. Cost $84.36 Unrealized +72.5%
XOM EXXON MOBIL CORP 3.2%
Value ($000) $11,583 Shares 105,623 Est. Cost $54.74 Unrealized +83.0%
IWV ISHARES TR 2.6%
Value ($000) $9,448 Shares 40,136 Est. Cost $142.24 Unrealized
COST COSTCO WHSL CORP NEW 2.3%
Value ($000) $8,301 Shares 16,707 Est. Cost $224.56 Unrealized +109.9%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $8,009 Shares 51,672 Est. Cost $74.75 Unrealized +97.8%
CVX CHEVRON CORP NEW 2.1%
Value ($000) $7,849 Shares 48,106 Est. Cost $76.19 Unrealized +94.8%
NVO NOVO-NORDISK A S 2.1%
Value ($000) $7,726 Shares 48,547 Est. Cost $65.64 Unrealized
UNP UNION PAC CORP 2.0%
Value ($000) $7,458 Shares 37,057 Est. Cost $83.80 Unrealized +126.0%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $6,782 Shares 45,613 Est. Cost $65.42 Unrealized +103.6%
ABBV ABBVIE INC 1.7%
Value ($000) $6,148 Shares 38,578 Est. Cost $68.65 Unrealized +101.2%
V VISA INC 1.7%
Value ($000) $6,069 Shares 26,920 Est. Cost $76.81 Unrealized +183.6%
ACN ACCENTURE PLC IRELAND 1.6%
Value ($000) $6,034 Shares 21,110 Est. Cost $145.04 Unrealized +80.2%
GOOGL ALPHABET INC 1.6%
Value ($000) $5,928 Shares 57,145 Est. Cost $107.65 Unrealized -11.6%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $5,878 Shares 45,104 Est. Cost $75.49 Unrealized +69.8%
TXN TEXAS INSTRS INC 1.6%
Value ($000) $5,745 Shares 30,887 Est. Cost $73.79 Unrealized +118.7%
MRK MERCK & CO INC 1.6%
Value ($000) $5,677 Shares 53,364 Est. Cost $40.35 Unrealized +144.6%
WSO WATSCO INC 1.5%
Value ($000) $5,649 Shares 17,754 Est. Cost $187.13 Unrealized +57.0%
MRSH MARSH & MCLENNAN COS INC 1.5%
Value ($000) $5,558 Shares 33,371 Est. Cost $70.89 Unrealized +124.7%
PGR PROGRESSIVE CORP 1.5%
Value ($000) $5,420 Shares 37,887 Est. Cost $58.33 Unrealized +116.0%
AMZN AMAZON COM INC 1.4%
Value ($000) $5,088 Shares 49,257 Est. Cost $123.88 Unrealized -22.0%
LIN LINDE PLC 1.4%
Value ($000) $4,993 Shares 14,047 Est. Cost $322.30 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 1.3%
Value ($000) $4,625 Shares 54,802 Est. Cost $64.06 Unrealized +23.2%
PEP PEPSICO INC 1.3%
Value ($000) $4,613 Shares 25,302 Est. Cost $82.61 Unrealized +92.1%
AMGN AMGEN INC 1.2%
Value ($000) $4,471 Shares 18,495 Est. Cost $81.66 Unrealized +174.4%
ITW ILLINOIS TOOL WKS INC 1.2%
Value ($000) $4,226 Shares 17,358 Est. Cost $113.40 Unrealized +92.0%
CAT CATERPILLAR INC 1.2%
Value ($000) $4,213 Shares 18,409 Est. Cost $72.10 Unrealized +219.8%
HON HONEYWELL INTL INC 1.1%
Value ($000) $4,038 Shares 21,130 Est. Cost $72.15 Unrealized +144.8%
TJX TJX COS INC NEW 1.1%
Value ($000) $3,939 Shares 50,272 Est. Cost $48.98 Unrealized +54.4%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $3,880 Shares 6,732 Est. Cost $254.96 Unrealized +119.1%
EL LAUDER ESTEE COS INC 1.1%
Value ($000) $3,879 Shares 15,739 Est. Cost $139.15 Unrealized +73.0%
MKC MCCORMICK & CO INC 1.0%
Value ($000) $3,812 Shares 45,806 Est. Cost $58.97 Unrealized +20.6%
ABT ABBOTT LABS 1.0%
Value ($000) $3,673 Shares 36,274 Est. Cost $57.26 Unrealized +74.6%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $3,651 Shares 13,143 Est. Cost $17.16 Unrealized +26.0%
KO COCA COLA CO 1.0%
Value ($000) $3,515 Shares 56,672 Est. Cost $37.88 Unrealized +46.3%
CB CHUBB LIMITED 0.9%
Value ($000) $3,255 Shares 16,764 Est. Cost $102.27 Unrealized +98.2%
OKE ONEOK INC NEW 0.9%
Value ($000) $3,255 Shares 51,222 Est. Cost $28.74 Unrealized +99.5%
AWK AMERICAN WTR WKS CO INC NEW 0.9%
Value ($000) $3,247 Shares 22,165 Est. Cost $118.70 Unrealized +17.0%
ASML ASML HOLDING N V 0.8%
Value ($000) $3,038 Shares 4,463 Est. Cost $704.80 Unrealized
CAC CAMDEN NATL CORP 0.8%
Value ($000) $3,001 Shares 82,918 Est. Cost $26.56 Unrealized +32.0%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $2,787 Shares 36,154 Est. Cost $65.74 Unrealized +7.5%
TGT TARGET CORP 0.7%
Value ($000) $2,671 Shares 16,129 Est. Cost $114.35 Unrealized +30.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.7%
Value ($000) $2,509 Shares 1,475 Est. Cost $117.17 Unrealized +71.9%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $2,427 Shares 12,150 Est. Cost $78.40 Unrealized +8.1%
EQNR EQUINOR ASA 0.7%
Value ($000) $2,424 Shares 85,254 Est. Cost $22.39 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.7%
Value ($000) $2,395 Shares 52,003 Est. Cost $40.67 Unrealized
MRNA MODERNA INC 0.6%
Value ($000) $2,347 Shares 15,283 Est. Cost $191.91 Unrealized -14.0%
DEO DIAGEO PLC 0.6%
Value ($000) $2,312 Shares 12,762 Est. Cost $143.49 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $2,282 Shares 8,160 Est. Cost $90.47 Unrealized +176.9%
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,219 Shares 25,462 Est. Cost $48.58 Unrealized +70.0%
CCI CROWN CASTLE INC 0.6%
Value ($000) $2,199 Shares 16,432 Est. Cost $114.96 Unrealized +2.2%
CCOI COGENT COMMUNICATIONS HLDGS 0.6%
Value ($000) $2,180 Shares 34,207 Est. Cost $45.31 Unrealized +19.1%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $2,049 Shares 15,629 Est. Cost $103.70 Unrealized +16.4%
IVV ISHARES TR 0.6%
Value ($000) $2,027 Shares 4,931 Est. Cost $334.67 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $1,962 Shares 9,998 Est. Cost $202.69 Unrealized -5.2%
NVS NOVARTIS AG 0.5%
Value ($000) $1,933 Shares 21,007 Est. Cost $77.45 Unrealized
MMM 3M CO 0.5%
Value ($000) $1,920 Shares 18,269 Est. Cost $122.87 Unrealized -30.9%
NEM NEWMONT CORP 0.5%
Value ($000) $1,880 Shares 38,350 Est. Cost $48.44 Unrealized -7.5%
GOOG ALPHABET INC 0.5%
Value ($000) $1,787 Shares 17,186 Est. Cost $108.30 Unrealized -11.5%
LLY LILLY ELI & CO 0.5%
Value ($000) $1,733 Shares 5,047 Est. Cost $91.15 Unrealized +261.9%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,684 Shares 17,459 Est. Cost $48.48 Unrealized +81.9%
NKE NIKE INC 0.5%
Value ($000) $1,676 Shares 13,664 Est. Cost $50.96 Unrealized +129.0%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $1,664 Shares 7,476 Est. Cost $137.94 Unrealized +53.3%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,604 Shares 23,145 Est. Cost $33.63 Unrealized +82.9%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,565 Shares 6,211 Est. Cost $110.66 Unrealized +102.5%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $1,565 Shares 15,971 Est. Cost $86.87 Unrealized -6.3%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,539 Shares 20,482 Est. Cost $48.83 Unrealized +42.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1,479 Shares 15,101 Est. Cost $54.61 Unrealized +69.0%
TOTALENERGIES SE 0.4%
Value ($000) $1,382 Shares 23,405 Est. Cost $47.07 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,339 Shares 6,904 Est. Cost $156.10 Unrealized +1.3%
SHEL SHELL PLC 0.4%
Value ($000) $1,329 Shares 23,089 Est. Cost $55.05 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,317 Shares 4,464 Est. Cost $177.58 Unrealized +60.3%
INTC INTEL CORP 0.4%
Value ($000) $1,307 Shares 40,001 Est. Cost $27.94 Unrealized -1.5%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $1,278 Shares 15,449 Est. Cost $66.83 Unrealized +17.6%
BNS BANK NOVA SCOTIA HALIFAX 0.3%
Value ($000) $1,277 Shares 25,361 Est. Cost $40.92 Unrealized +7.2%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,217 Shares 3,793 Est. Cost $193.27 Unrealized
CI THE CIGNA GROUP 0.3%
Value ($000) $1,207 Shares 4,723 Est. Cost $190.77 Unrealized +44.8%
SO SOUTHERN CO 0.3%
Value ($000) $1,135 Shares 16,305 Est. Cost $29.69 Unrealized +104.4%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $1,099 Shares 3,826 Est. Cost $220.79 Unrealized +22.4%
ILMN ILLUMINA INC 0.3%
Value ($000) $1,098 Shares 4,723 Est. Cost $400.38 Unrealized -48.9%
CRSP CRISPR THERAPEUTICS AG 0.3%
Value ($000) $1,087 Shares 24,025 Est. Cost $23.98 Unrealized +102.5%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $1,069 Shares 12,093 Est. Cost $39.94 Unrealized +102.0%
PFE PFIZER INC 0.3%
Value ($000) $1,059 Shares 25,967 Est. Cost $22.03 Unrealized +65.9%
IJH ISHARES TR 0.3%
Value ($000) $1,044 Shares 4,175 Est. Cost $200.71 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $1,010 Shares 32,344 Est. Cost $38.03 Unrealized
MKC/V MCCORMICK & CO INC 0.3%
Value ($000) $1,004 Shares 12,160 Est. Cost $74.55 Unrealized -4.7%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,004 Shares 10,325 Est. Cost $56.51 Unrealized +53.9%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $988 Shares 28,145 Est. Cost $38.75 Unrealized
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $980 Shares 10,255 Est. Cost $62.95 Unrealized +4.7%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $967 Shares 7,876 Est. Cost $83.57 Unrealized +33.9%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value ($000) $959 Shares 16,200 Est. Cost $43.19 Unrealized +18.8%
MO ALTRIA GROUP INC 0.3%
Value ($000) $936 Shares 20,985 Est. Cost $26.47 Unrealized +37.1%
FICO FAIR ISAAC CORP 0.3%
Value ($000) $931 Shares 1,325 Est. Cost $221.97 Unrealized +199.7%
QCOM QUALCOMM INC 0.3%
Value ($000) $923 Shares 7,238 Est. Cost $85.86 Unrealized +35.6%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $917 Shares 23,581 Est. Cost $31.73 Unrealized +3.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $897 Shares 2,467 Est. Cost $218.99 Unrealized +63.2%
SYY SYSCO CORP 0.2%
Value ($000) $896 Shares 11,602 Est. Cost $53.87 Unrealized +31.2%
HSY HERSHEY CO 0.2%
Value ($000) $859 Shares 3,375 Est. Cost $66.27 Unrealized +227.7%
ROST ROSS STORES INC 0.2%
Value ($000) $842 Shares 7,935 Est. Cost $85.31 Unrealized +27.5%
T AT&T INC 0.2%
Value ($000) $819 Shares 42,565 Est. Cost $13.08 Unrealized +25.1%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $790 Shares 11,002 Est. Cost $27.24 Unrealized +5.2%
ORCL ORACLE CORP 0.2%
Value ($000) $775 Shares 8,342 Est. Cost $42.46 Unrealized +99.7%
BMO BANK MONTREAL QUE 0.2%
Value ($000) $740 Shares 8,304 Est. Cost $60.92 Unrealized +37.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $728 Shares 7,271 Est. Cost $128.81 Unrealized -23.5%
CRM SALESFORCE INC 0.2%
Value ($000) $723 Shares 3,621 Est. Cost $228.74 Unrealized -27.0%
BAX BAXTER INTL INC 0.2%
Value ($000) $710 Shares 17,515 Est. Cost $32.55 Unrealized +21.1%
STAG STAG INDL INC 0.2%
Value ($000) $702 Shares 20,746 Est. Cost $46.79 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $700 Shares 825 Est. Cost $24.73 Unrealized +121.6%
GXO GXO LOGISTICS INCORPORATED 0.2%
Value ($000) $633 Shares 12,540 Est. Cost $88.72 Unrealized -43.9%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $628 Shares 3,850 Est. Cost $149.79 Unrealized -2.3%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $614 Shares 3,700 Est. Cost $75.33 Unrealized +114.8%
GIS GENERAL MLS INC 0.2%
Value ($000) $612 Shares 7,166 Est. Cost $42.65 Unrealized +68.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $592 Shares 10,905 Est. Cost $64.11 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $588 Shares 3,566 Est. Cost $99.20 Unrealized +61.3%
CTVA CORTEVA INC 0.2%
Value ($000) $575 Shares 9,539 Est. Cost $26.67 Unrealized +121.6%
DOW DOW INC 0.2%
Value ($000) $573 Shares 10,455 Est. Cost $36.37 Unrealized +30.1%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $568 Shares 21,942 Est. Cost $26.29 Unrealized
VRSN VERISIGN INC 0.2%
Value ($000) $564 Shares 2,670 Est. Cost $153.45 Unrealized +33.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $548 Shares 11,160 Est. Cost $51.03 Unrealized -3.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $535 Shares 7,677 Est. Cost $35.59 Unrealized +71.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $524 Shares 5,281 Est. Cost $34.80 Unrealized +185.9%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $523 Shares 6,685 Est. Cost $64.49 Unrealized +25.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $517 Shares 1,262 Est. Cost $374.00 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $512 Shares 1,795 Est. Cost $157.40 Unrealized +63.7%
IJR ISHARES TR 0.1%
Value ($000) $500 Shares 5,175 Est. Cost $93.66 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $494 Shares 7,660 Est. Cost $33.00 Unrealized +94.7%
TTC TORO CO 0.1%
Value ($000) $481 Shares 4,325 Est. Cost $60.80 Unrealized +83.1%
DE DEERE & CO 0.1%
Value ($000) $465 Shares 1,126 Est. Cost $301.53 Unrealized +31.7%
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $464 Shares 7,500 Est. Cost $31.42 Unrealized +90.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $461 Shares 1,196 Est. Cost $368.63 Unrealized -3.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $451 Shares 5,430 Est. Cost $56.37 Unrealized +32.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $433 Shares 4,525 Est. Cost $60.39 Unrealized +40.4%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $429 Shares 2,846 Est. Cost $134.10 Unrealized +19.7%
LOW LOWES COS INC 0.1%
Value ($000) $412 Shares 2,061 Est. Cost $104.23 Unrealized +84.4%
RPM RPM INTL INC 0.1%
Value ($000) $404 Shares 4,635 Est. Cost $61.46 Unrealized +42.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $390 Shares 7,461 Est. Cost $23.46 Unrealized +91.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $386 Shares 3,707 Est. Cost $52.15 Unrealized +86.1%
IGSB ISHARES TR 0.1%
Value ($000) $379 Shares 7,500 Est. Cost $54.66 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $372 Shares 5,199 Est. Cost $67.54 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $369 Shares 1,610 Est. Cost $129.53 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $369 Shares 4,576 Est. Cost $81.67 Unrealized -8.8%
MPC MARATHON PETE CORP 0.1%
Value ($000) $357 Shares 2,650 Est. Cost $69.68 Unrealized +68.7%
GSK GSK PLC 0.1%
Value ($000) $338 Shares 9,492 Est. Cost $29.67 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $336 Shares 1,493 Est. Cost $222.80 Unrealized +0.1%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $333 Shares 1,000 Est. Cost $308.00 Unrealized
BCE BCE INC 0.1%
Value ($000) $325 Shares 7,253 Est. Cost $29.93 Unrealized +20.5%
WMT WALMART INC 0.1%
Value ($000) $313 Shares 2,121 Est. Cost $45.79 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $308 Shares 1,849 Est. Cost $89.24 Unrealized +78.2%
FISV FISERV INC 0.1%
Value ($000) $305 Shares 2,695 Est. Cost $77.91 Unrealized +41.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $301 Shares 975 Est. Cost $210.97 Unrealized +46.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $293 Shares 1,000 Est. Cost $219.91 Unrealized +23.0%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $286 Shares 785 Est. Cost $174.31 Unrealized +79.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $280 Shares 3,414 Est. Cost $71.08 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $280 Shares 436 Est. Cost $47.61 Unrealized +21.0%
MS MORGAN STANLEY 0.1%
Value ($000) $269 Shares 3,068 Est. Cost $67.30 Unrealized +26.0%
IDXX IDEXX LABS INC 0.1%
Value ($000) $268 Shares 535 Est. Cost $388.17 Unrealized +23.3%
RVTY PERKINELMER INC 0.1%
Value ($000) $264 Shares 1,984 Est. Cost $113.55 Unrealized +15.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $264 Shares 559 Est. Cost $341.92 Unrealized +26.7%
GLW CORNING INC 0.1%
Value ($000) $262 Shares 7,440 Est. Cost $27.18 Unrealized +18.1%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $262 Shares 14,325 Est. Cost $13.98 Unrealized +2.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $261 Shares 1,948 Est. Cost $94.31 Unrealized +23.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $259 Shares 6,826 Est. Cost $34.63 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $255 Shares 2,320 Est. Cost $113.91 Unrealized -8.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $252 Shares 3,390 Est. Cost $56.02 Unrealized +34.2%
WAT WATERS CORP 0.1%
Value ($000) $248 Shares 800 Est. Cost $207.83 Unrealized +55.6%
PSX PHILLIPS 66 0.1%
Value ($000) $243 Shares 2,400 Est. Cost $91.37 Unrealized +0.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $241 Shares 945 Est. Cost $243.83 Unrealized +1.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $232 Shares 4,151 Est. Cost $51.29 Unrealized -1.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $231 Shares 2,211 Est. Cost $95.52 Unrealized +5.0%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $229 Shares 12,500 Est. Cost $8.92 Unrealized +122.1%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $227 Shares 680 Est. Cost $295.03 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $226 Shares 1,265 Est. Cost $168.26 Unrealized +2.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $223 Shares 1,451 Est. Cost $151.85 Unrealized
SAIA SAIA INC 0.1%
Value ($000) $223 Shares 820 Est. Cost $266.90 Unrealized 0.0%
NTR NUTRIEN LTD 0.1%
Value ($000) $217 Shares 2,944 Est. Cost $53.47 Unrealized +30.8%
ATR APTARGROUP INC 0.1%
Value ($000) $213 Shares 1,800 Est. Cost $109.35 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $211 Shares 2,222 Est. Cost $82.72 Unrealized +1.0%
META META PLATFORMS INC 0.1%
Value ($000) $210 Shares 993 Est. Cost $169.12 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $209 Shares 3,150 Est. Cost $56.85 Unrealized 0.0%
AGM FEDERAL AGRIC MTG CORP 0.1%
Value ($000) $202 Shares 1,520 Est. Cost $120.22 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $202 Shares 5,401 Est. Cost $38.70 Unrealized +4.6%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $201 Shares 245 Est. Cost $750.05 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $201 Shares 3,325 Est. Cost $57.76 Unrealized 0.0%
ARTNA ARTESIAN RES CORP 0.1%
Value ($000) $200 Shares 3,620 Est. Cost $47.42 Unrealized +9.2%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $113 Shares 17,800 Est. Cost $1.55 Unrealized +315.1%
BRNS VACCITECH PLC 0.0%
Value ($000) $61 Shares 27,075 Est. Cost $13.41 Unrealized
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $32 Shares 10,550 Est. Cost $3.49 Unrealized 0.0%