BERKSHIRE ASSET MANAGEMENT LLC/PA Diversified Active

CIK: 0000949012 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $1,754,928 (100.0% shares, 0.0% debt)

Holdings (226)

MSFT MICROSOFT CORP 4.8%
Value ($000) $84,257 Shares 224,065 Est. Cost $90.10 Unrealized +288.8%
JPM JPMORGAN CHASE & CO 4.4%
Value ($000) $77,434 Shares 455,227 Est. Cost $129.66 Unrealized +11.7%
ABBVIE INC 3.5%
Value ($000) $60,708 Shares 391,739 Est. Cost $67.39 Unrealized
NUE NUCOR CORP 3.4%
Value ($000) $59,689 Shares 342,964 Est. Cost $55.06 Unrealized +178.4%
CVX CHEVRON CORP NEW 3.2%
Value ($000) $56,993 Shares 382,094 Est. Cost $82.41 Unrealized +67.2%
AAPL APPLE INC 3.0%
Value ($000) $53,335 Shares 277,020 Est. Cost $106.00 Unrealized +72.5%
BAC BANK AMERICA CORP 3.0%
Value ($000) $52,556 Shares 1,560,913 Est. Cost $24.27 Unrealized +13.8%
CSCO CISCO SYS INC 2.5%
Value ($000) $43,355 Shares 858,167 Est. Cost $45.51 Unrealized +5.4%
WM WASTE MGMT INC DEL 2.4%
Value ($000) $42,570 Shares 237,688 Est. Cost $87.70 Unrealized +85.2%
MDLZ MONDELEZ INTL INC 2.4%
Value ($000) $42,435 Shares 585,872 Est. Cost $50.42 Unrealized +27.6%
QCOM QUALCOMM INC 2.4%
Value ($000) $42,376 Shares 292,998 Est. Cost $80.46 Unrealized +47.1%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $39,348 Shares 251,037 Est. Cost $88.73 Unrealized +61.8%
LMT LOCKHEED MARTIN CORP 2.2%
Value ($000) $37,877 Shares 83,569 Est. Cost $223.63 Unrealized +86.7%
MRK MERCK & CO INC 2.1%
Value ($000) $36,099 Shares 331,126 Est. Cost $47.12 Unrealized +105.4%
MCD MCDONALDS CORP 2.0%
Value ($000) $35,048 Shares 118,201 Est. Cost $125.14 Unrealized +106.7%
TE CONNECTIVITY LTD 2.0%
Value ($000) $34,875 Shares 248,220 Est. Cost $91.71 Unrealized
NSC NORFOLK SOUTHN CORP 1.9%
Value ($000) $33,145 Shares 140,221 Est. Cost $127.09 Unrealized +57.5%
HON HONEYWELL INTL INC 1.9%
Value ($000) $32,773 Shares 156,277 Est. Cost $94.34 Unrealized +82.7%
LOW LOWES COS INC 1.9%
Value ($000) $32,680 Shares 146,842 Est. Cost $192.37 Unrealized +1.2%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $32,249 Shares 220,069 Est. Cost $69.38 Unrealized +102.7%
ABT ABBOTT LABS 1.8%
Value ($000) $31,689 Shares 287,901 Est. Cost $47.58 Unrealized +101.9%
WMT WALMART INC 1.8%
Value ($000) $31,398 Shares 199,162 Est. Cost $28.33 Unrealized +82.3%
BMY BRISTOL-MYERS SQUIBB CO 1.7%
Value ($000) $30,650 Shares 597,352 Est. Cost $41.04 Unrealized +14.6%
EMR EMERSON ELEC CO 1.7%
Value ($000) $30,180 Shares 310,080 Est. Cost $56.25 Unrealized +56.6%
PNC PNC FINL SVCS GROUP INC 1.7%
Value ($000) $30,088 Shares 194,307 Est. Cost $87.63 Unrealized +36.9%
PPL PPL CORP 1.7%
Value ($000) $29,336 Shares 1,082,500 Est. Cost $22.33 Unrealized +5.6%
CHUBB LIMITED 1.6%
Value ($000) $28,356 Shares 125,468 Est. Cost $192.56 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $27,726 Shares 163,247 Est. Cost $121.24 Unrealized +26.8%
GIS GENERAL MLS INC 1.6%
Value ($000) $27,470 Shares 421,709 Est. Cost $39.19 Unrealized +51.9%
MTB M & T BK CORP 1.4%
Value ($000) $25,375 Shares 185,110 Est. Cost $137.28 Unrealized -14.6%
DE DEERE & CO 1.4%
Value ($000) $25,181 Shares 62,972 Est. Cost $352.21 Unrealized +3.7%
WPC WP CAREY INC 1.2%
Value ($000) $21,095 Shares 325,492 Est. Cost $66.64 Unrealized
KMI KINDER MORGAN INC DEL 1.2%
Value ($000) $20,984 Shares 1,189,585 Est. Cost $14.79 Unrealized +3.7%
LEG LEGGETT & PLATT INC 1.2%
Value ($000) $20,643 Shares 788,820 Est. Cost $41.47 Unrealized -40.8%
PHM PULTE GROUP INC 1.2%
Value ($000) $20,499 Shares 198,592 Est. Cost $20.26 Unrealized +312.7%
EOG EOG RES INC 1.1%
Value ($000) $19,803 Shares 163,725 Est. Cost $105.76 Unrealized +9.3%
PFE PFIZER INC 1.1%
Value ($000) $19,732 Shares 685,390 Est. Cost $20.93 Unrealized +26.2%
VB VANGUARD INDEX FDS 1.0%
Value ($000) $18,273 Shares 85,657 Est. Cost $177.55 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $17,611 Shares 75,700 Est. Cost $133.02 Unrealized
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $13,927 Shares 282,944 Est. Cost $33.66 Unrealized +21.9%
CONOCOPHILLIPS 0.8%
Value ($000) $13,180 Shares 113,548 Est. Cost $44.61 Unrealized
SCHM SCHWAB STRATEGIC TR 0.7%
Value ($000) $12,725 Shares 168,945 Est. Cost $66.41 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $12,711 Shares 343,904 Est. Cost $34.78 Unrealized
SPDR SER TR 0.7%
Value ($000) $11,611 Shares 275,282 Est. Cost $39.27 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $11,191 Shares 199,337 Est. Cost $52.60 Unrealized
SPDR S&P 500 ETF TR 0.6%
Value ($000) $10,030 Shares 21,103 Est. Cost $335.64 Unrealized
SCHV SCHWAB STRATEGIC TR 0.5%
Value ($000) $8,692 Shares 123,997 Est. Cost $65.69 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $8,597 Shares 145,884 Est. Cost $31.32 Unrealized +70.0%
AMGN AMGEN INC 0.5%
Value ($000) $8,547 Shares 29,675 Est. Cost $124.62 Unrealized +104.7%
IWF ISHARES TR 0.4%
Value ($000) $7,698 Shares 25,392 Est. Cost $218.82 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $7,670 Shares 84,950 Est. Cost $85.99 Unrealized +0.2%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $6,954 Shares 188,058 Est. Cost $29.77 Unrealized +2.0%
INTC INTEL CORP 0.4%
Value ($000) $6,594 Shares 131,224 Est. Cost $34.09 Unrealized +17.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $6,374 Shares 17,871 Est. Cost $200.39 Unrealized +75.2%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $6,060 Shares 126,510 Est. Cost $41.92 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $5,590 Shares 67,382 Est. Cost $58.55 Unrealized
MEDTRONIC PLC 0.3%
Value ($000) $5,560 Shares 67,495 Est. Cost $82.27 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $5,099 Shares 21,889 Est. Cost $118.28 Unrealized +87.7%
UNITEDHEALTH GROUP INC 0.3%
Value ($000) $5,051 Shares 9,594 Est. Cost $472.67 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $4,803 Shares 93,380 Est. Cost $39.74 Unrealized +4.0%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $4,647 Shares 82,386 Est. Cost $64.26 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $4,289 Shares 28,229 Est. Cost $120.58 Unrealized +16.3%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,658 Shares 65,710 Est. Cost $44.33 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $3,650 Shares 88,819 Est. Cost $43.08 Unrealized
ALPHABET INC 0.2%
Value ($000) $3,256 Shares 23,103 Est. Cost $137.80 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,244 Shares 130,858 Est. Cost $27.56 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $3,131 Shares 23,913 Est. Cost $51.10 Unrealized +99.8%
EXXON MOBIL CORP 0.2%
Value ($000) $3,084 Shares 30,850 Est. Cost $76.03 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $3,077 Shares 15,332 Est. Cost $174.36 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $3,043 Shares 2,726 Est. Cost $57.59 Unrealized +60.2%
NVIDIA CORPORATION 0.2%
Value ($000) $2,984 Shares 6,025 Est. Cost $288.01 Unrealized
ALPHABET INC 0.2%
Value ($000) $2,953 Shares 21,141 Est. Cost $162.35 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,939 Shares 45,573 Est. Cost $52.47 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,904 Shares 8,381 Est. Cost $284.49 Unrealized +3.2%
ISHARES TR 0.2%
Value ($000) $2,672 Shares 41,385 Est. Cost $57.62 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $2,465 Shares 19,313 Est. Cost $62.55 Unrealized +46.2%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $2,397 Shares 29,514 Est. Cost $47.81 Unrealized +50.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $2,357 Shares 4,044 Est. Cost $331.06 Unrealized +73.7%
UNP UNION PAC CORP 0.1%
Value ($000) $2,297 Shares 9,353 Est. Cost $199.89 Unrealized +4.7%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,233 Shares 29,335 Est. Cost $72.28 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $2,204 Shares 20,901 Est. Cost $42.99 Unrealized +148.2%
SYY SYSCO CORP 0.1%
Value ($000) $2,148 Shares 29,374 Est. Cost $30.67 Unrealized +111.6%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,141 Shares 45,312 Est. Cost $39.41 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $2,073 Shares 27,097 Est. Cost $38.07 Unrealized +79.3%
VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,016 Shares 14,759 Est. Cost $135.73 Unrealized
VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,980 Shares 4,866 Est. Cost $316.00 Unrealized
FLR FLUOR CORP NEW 0.1%
Value ($000) $1,959 Shares 50,000 Est. Cost $16.42 Unrealized +125.0%
IWD ISHARES TR 0.1%
Value ($000) $1,935 Shares 11,711 Est. Cost $146.65 Unrealized
TETRA TECHNOLOGIES INC DEL 0.1%
Value ($000) $1,901 Shares 420,625 Est. Cost $0.93 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $1,878 Shares 18,268 Est. Cost $51.27 Unrealized +62.5%
EFA ISHARES TR 0.1%
Value ($000) $1,764 Shares 23,416 Est. Cost $62.57 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $1,758 Shares 20,897 Est. Cost $75.92 Unrealized -0.4%
COMCAST CORP NEW 0.1%
Value ($000) $1,711 Shares 39,028 Est. Cost $45.64 Unrealized
VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,696 Shares 44,974 Est. Cost $46.63 Unrealized
T AT&T INC 0.1%
Value ($000) $1,695 Shares 100,984 Est. Cost $14.79 Unrealized -3.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,628 Shares 3 Est. Cost $508913.20 Unrealized +4.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,625 Shares 8,672 Est. Cost $160.00 Unrealized -1.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,616 Shares 9,483 Est. Cost $95.11 Unrealized +53.0%
IJH ISHARES TR 0.1%
Value ($000) $1,545 Shares 5,575 Est. Cost $229.31 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,541 Shares 5,630 Est. Cost $270.01 Unrealized -4.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,540 Shares 5,878 Est. Cost $217.67 Unrealized +4.4%
NEXTERA ENERGY INC 0.1%
Value ($000) $1,529 Shares 25,178 Est. Cost $86.36 Unrealized
EXPEDIA GROUP INC 0.1%
Value ($000) $1,518 Shares 10,000 Est. Cost $103.07 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $1,428 Shares 49,439 Est. Cost $42.88 Unrealized -42.3%
BAKER HUGHES COMPANY 0.1%
Value ($000) $1,420 Shares 41,552 Est. Cost $31.48 Unrealized
VISA INC 0.1%
Value ($000) $1,408 Shares 5,408 Est. Cost $225.46 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $1,303 Shares 8,389 Est. Cost $136.16 Unrealized
ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $1,292 Shares 20,000 Est. Cost $56.72 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $1,252 Shares 4,573 Est. Cost $243.70 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,218 Shares 12,948 Est. Cost $55.38 Unrealized +51.1%
RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $1,213 Shares 64,469 Est. Cost $20.05 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,212 Shares 7,410 Est. Cost $124.55 Unrealized +13.6%
CBU COMMUNITY BK SYS INC 0.1%
Value ($000) $1,206 Shares 23,150 Est. Cost $46.58 Unrealized -10.4%
ALTRIA GROUP INC 0.1%
Value ($000) $1,131 Shares 28,032 Est. Cost $42.23 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $1,118 Shares 25,025 Est. Cost $27.54 Unrealized +42.5%
META PLATFORMS INC 0.1%
Value ($000) $1,108 Shares 3,131 Est. Cost $211.94 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $1,102 Shares 11,822 Est. Cost $48.82 Unrealized +53.2%
ADSK AUTODESK INC 0.1%
Value ($000) $1,089 Shares 4,473 Est. Cost $205.84 Unrealized +4.9%
VIATRIS INC 0.1%
Value ($000) $1,089 Shares 100,530 Est. Cost $12.92 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $1,074 Shares 10,556 Est. Cost $83.93 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,018 Shares 6,390 Est. Cost $125.63 Unrealized +14.1%
DVY ISHARES TR 0.1%
Value ($000) $1,002 Shares 8,548 Est. Cost $117.64 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $995 Shares 87,436 Est. Cost $12.48 Unrealized -13.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $946 Shares 3,201 Est. Cost $233.96 Unrealized +7.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $892 Shares 5,674 Est. Cost $158.15 Unrealized -15.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $869 Shares 7,151 Est. Cost $88.26 Unrealized +26.0%
IJR ISHARES TR 0.0%
Value ($000) $809 Shares 7,472 Est. Cost $93.82 Unrealized
INVESCO QQQ TR 0.0%
Value ($000) $786 Shares 1,920 Est. Cost $320.95 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $742 Shares 3,524 Est. Cost $192.12 Unrealized -6.4%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $712 Shares 10,565 Est. Cost $49.96 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $710 Shares 10,325 Est. Cost $65.00 Unrealized -13.7%
HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $702 Shares 67,590 Est. Cost $17.31 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $690 Shares 20,000 Est. Cost $12.44 Unrealized +105.3%
INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $687 Shares 4,354 Est. Cost $157.80 Unrealized
PENNS WOODS BANCORP INC 0.0%
Value ($000) $641 Shares 28,468 Est. Cost $24.39 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $635 Shares 2,044 Est. Cost $223.09 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $621 Shares 1,422 Est. Cost $326.94 Unrealized
KELLANOVA 0.0%
Value ($000) $610 Shares 10,918 Est. Cost $47.80 Unrealized +2.1%
CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $604 Shares 12,892 Est. Cost $83.40 Unrealized
FREEPORT-MCMORAN INC 0.0%
Value ($000) $587 Shares 13,799 Est. Cost $21.37 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $587 Shares 7,500 Est. Cost $71.44 Unrealized -11.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $584 Shares 6,228 Est. Cost $75.96 Unrealized +14.9%
FNCB BANCORP INC 0.0%
Value ($000) $582 Shares 85,761 Est. Cost $6.94 Unrealized
MASTERCARD INCORPORATED 0.0%
Value ($000) $579 Shares 1,358 Est. Cost $366.74 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $558 Shares 2,811 Est. Cost $170.79 Unrealized +0.8%
SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $542 Shares 6,344 Est. Cost $66.12 Unrealized
BIOGEN INC 0.0%
Value ($000) $537 Shares 2,077 Est. Cost $278.03 Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $534 Shares 6,371 Est. Cost $52.85 Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $533 Shares 1,906 Est. Cost $235.54 Unrealized +12.7%
VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $530 Shares 7,306 Est. Cost $73.61 Unrealized
TARGET CORP 0.0%
Value ($000) $527 Shares 3,699 Est. Cost $165.65 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $515 Shares 1,983 Est. Cost $183.47 Unrealized
BLACKROCK INC 0.0%
Value ($000) $511 Shares 629 Est. Cost $668.44 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $508 Shares 5,821 Est. Cost $55.16 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $505 Shares 11,665 Est. Cost $32.02 Unrealized +3.4%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $502 Shares 6,971 Est. Cost $72.25 Unrealized
OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $496 Shares 522 Est. Cost $861.94 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $493 Shares 1,898 Est. Cost $217.74 Unrealized +7.6%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $482 Shares 1,978 Est. Cost $232.23 Unrealized +1.8%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $474 Shares 34,329 Est. Cost $10.45 Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $464 Shares 7,326 Est. Cost $64.19 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $449 Shares 4,296 Est. Cost $81.06 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $447 Shares 1,989 Est. Cost $204.31 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $430 Shares 740 Est. Cost $383.34 Unrealized +33.3%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $426 Shares 925 Est. Cost $328.44 Unrealized +24.0%
FEDEX CORP 0.0%
Value ($000) $421 Shares 1,665 Est. Cost $228.49 Unrealized
SPDR SER TR 0.0%
Value ($000) $416 Shares 9,037 Est. Cost $41.95 Unrealized
ISHARES INC 0.0%
Value ($000) $413 Shares 6,445 Est. Cost $58.69 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $407 Shares 3,916 Est. Cost $93.02 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $407 Shares 6,281 Est. Cost $24.13 Unrealized +18.9%
SHEL SHELL PLC 0.0%
Value ($000) $405 Shares 6,149 Est. Cost $57.54 Unrealized
GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $400 Shares 5,170 Est. Cost $82.03 Unrealized
AMERIPRISE FINL INC 0.0%
Value ($000) $398 Shares 1,047 Est. Cost $310.65 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $396 Shares 2,326 Est. Cost $87.95 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $383 Shares 3,216 Est. Cost $104.30 Unrealized +6.5%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $378 Shares 757 Est. Cost $388.35 Unrealized +14.7%
COKE COCA COLA CONS INC 0.0%
Value ($000) $371 Shares 400 Est. Cost $49.83 Unrealized +40.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $371 Shares 6,454 Est. Cost $43.10 Unrealized +19.6%
IWO ISHARES TR 0.0%
Value ($000) $369 Shares 1,462 Est. Cost $227.09 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $368 Shares 4,311 Est. Cost $57.76 Unrealized +27.5%
ZOETIS INC 0.0%
Value ($000) $367 Shares 1,860 Est. Cost $166.44 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $361 Shares 3,101 Est. Cost $101.09 Unrealized
COSTCO WHSL CORP NEW 0.0%
Value ($000) $360 Shares 546 Est. Cost $660.08 Unrealized
JOHNSON CTLS INTL PLC 0.0%
Value ($000) $356 Shares 6,173 Est. Cost $61.89 Unrealized
VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $349 Shares 4,478 Est. Cost $101.59 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $341 Shares 2,074 Est. Cost $135.27 Unrealized +4.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $336 Shares 4,249 Est. Cost $74.33 Unrealized -12.0%
PROSHARES TR 0.0%
Value ($000) $333 Shares 5,124 Est. Cost $50.20 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $333 Shares 3,845 Est. Cost $80.82 Unrealized -9.4%
VANECK ETF TRUST 0.0%
Value ($000) $330 Shares 1,886 Est. Cost $205.98 Unrealized
MMM 3M CO 0.0%
Value ($000) $323 Shares 2,953 Est. Cost $84.88 Unrealized -11.0%
ISHARES TR 0.0%
Value ($000) $322 Shares 9,750 Est. Cost $32.35 Unrealized
GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $317 Shares 822 Est. Cost $327.11 Unrealized
SPDR GOLD TR 0.0%
Value ($000) $310 Shares 1,619 Est. Cost $183.17 Unrealized
DUPONT DE NEMOURS INC 0.0%
Value ($000) $309 Shares 4,019 Est. Cost $72.59 Unrealized
LINDE PLC 0.0%
Value ($000) $304 Shares 741 Est. Cost $355.46 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $303 Shares 2,712 Est. Cost $74.95 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $295 Shares 15,896 Est. Cost $20.80 Unrealized -30.2%
VALERO ENERGY CORP 0.0%
Value ($000) $295 Shares 2,267 Est. Cost $137.44 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $293 Shares 505 Est. Cost $370.76 Unrealized +29.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $291 Shares 4,031 Est. Cost $74.24 Unrealized -8.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $286 Shares 1,273 Est. Cost $186.15 Unrealized +24.8%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $280 Shares 2,167 Est. Cost $115.68 Unrealized -5.2%
CSX CSX CORP 0.0%
Value ($000) $276 Shares 7,974 Est. Cost $30.03 Unrealized +2.8%
DHR DANAHER CORPORATION 0.0%
Value ($000) $276 Shares 1,194 Est. Cost $222.38 Unrealized -5.4%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $274 Shares 580 Est. Cost $455.09 Unrealized -1.9%
F FORD MTR CO DEL 0.0%
Value ($000) $268 Shares 22,022 Est. Cost $9.16 Unrealized +5.1%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $268 Shares 2,105 Est. Cost $109.94 Unrealized +4.3%
DOLBY LABORATORIES INC 0.0%
Value ($000) $267 Shares 3,094 Est. Cost $85.37 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $266 Shares 5,574 Est. Cost $51.89 Unrealized -15.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $266 Shares 3,892 Est. Cost $71.81 Unrealized -13.7%
BP BP PLC 0.0%
Value ($000) $266 Shares 7,519 Est. Cost $37.89 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $266 Shares 4,651 Est. Cost $61.09 Unrealized -10.9%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $263 Shares 25,851 Est. Cost $8.75 Unrealized
PROFIRE ENERGY INC 0.0%
Value ($000) $262 Shares 144,664 Est. Cost $1.30 Unrealized
ADOBE INC 0.0%
Value ($000) $260 Shares 436 Est. Cost $491.95 Unrealized
DEVON ENERGY CORP NEW 0.0%
Value ($000) $250 Shares 5,516 Est. Cost $47.70 Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $246 Shares 6,548 Est. Cost $31.51 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $246 Shares 3,653 Est. Cost $45.33 Unrealized
QUANTA SVCS INC 0.0%
Value ($000) $242 Shares 1,121 Est. Cost $196.45 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $217 Shares 724 Est. Cost $276.18 Unrealized +1.7%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $211 Shares 4,180 Est. Cost $47.90 Unrealized 0.0%
SANOFI 0.0%
Value ($000) $211 Shares 4,250 Est. Cost $49.73 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $211 Shares 2,225 Est. Cost $94.69 Unrealized
QUEST DIAGNOSTICS INC 0.0%
Value ($000) $205 Shares 1,484 Est. Cost $137.88 Unrealized
LITMAN GREGORY FDS TR 0.0%
Value ($000) $157 Shares 15,054 Est. Cost $9.67 Unrealized