Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $415,646 (100.0% shares, 0.0% debt)

Holdings (186)

MSFT MICROSOFT CORP 6.6%
Value ($000) $27,248 Shares 64,644 Est. Cost $38.83 Unrealized +987.5%
AAPL APPLE INC 5.3%
Value ($000) $22,209 Shares 88,688 Est. Cost $84.36 Unrealized +178.0%
COST COSTCO WHSL CORP NEW 3.5%
Value ($000) $14,361 Shares 15,674 Est. Cost $224.56 Unrealized +310.9%
IWV ISHARES TR 3.1%
Value ($000) $12,935 Shares 38,699 Est. Cost $149.28 Unrealized
GOOGL ALPHABET INC 2.8%
Value ($000) $11,717 Shares 61,894 Est. Cost $111.23 Unrealized +56.6%
JPM JPMORGAN CHASE & CO. 2.6%
Value ($000) $10,824 Shares 45,155 Est. Cost $75.49 Unrealized +202.1%
AMZN AMAZON COM INC 2.6%
Value ($000) $10,743 Shares 48,969 Est. Cost $123.88 Unrealized +65.1%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $10,391 Shares 96,597 Est. Cost $54.74 Unrealized +105.3%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $10,081 Shares 75,072 Est. Cost $92.23 Unrealized +49.4%
V VISA INC 2.1%
Value ($000) $8,729 Shares 27,618 Est. Cost $84.50 Unrealized +253.0%
PGR PROGRESSIVE CORP 2.1%
Value ($000) $8,658 Shares 36,132 Est. Cost $59.95 Unrealized +287.0%
ACN ACCENTURE PLC IRELAND 2.0%
Value ($000) $8,388 Shares 23,844 Est. Cost $164.31 Unrealized +115.9%
WSO WATSCO INC 2.0%
Value ($000) $8,312 Shares 17,540 Est. Cost $187.13 Unrealized +170.6%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $7,750 Shares 46,225 Est. Cost $80.31 Unrealized +106.4%
TXN TEXAS INSTRS INC 1.8%
Value ($000) $7,432 Shares 39,633 Est. Cost $94.58 Unrealized +104.2%
MRSH MARSH & MCLENNAN COS INC 1.7%
Value ($000) $7,139 Shares 33,609 Est. Cost $70.89 Unrealized +207.2%
OKE ONEOK INC NEW 1.6%
Value ($000) $6,469 Shares 64,430 Est. Cost $36.52 Unrealized +165.2%
CAT CATERPILLAR INC 1.5%
Value ($000) $6,418 Shares 17,691 Est. Cost $72.10 Unrealized +429.5%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $6,117 Shares 42,300 Est. Cost $74.75 Unrealized +100.1%
TJX TJX COS INC NEW 1.4%
Value ($000) $6,012 Shares 49,761 Est. Cost $49.53 Unrealized +137.7%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $5,997 Shares 41,407 Est. Cost $78.07 Unrealized +86.4%
NVO NOVO-NORDISK A S 1.4%
Value ($000) $5,959 Shares 69,280 Est. Cost $76.67 Unrealized
LIN LINDE PLC 1.3%
Value ($000) $5,573 Shares 13,311 Est. Cost $322.30 Unrealized +39.2%
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $5,540 Shares 30,444 Est. Cost $141.60 Unrealized +33.4%
MRK MERCK & CO INC 1.2%
Value ($000) $5,151 Shares 51,778 Est. Cost $52.23 Unrealized +89.0%
CB CHUBB LIMITED 1.2%
Value ($000) $5,131 Shares 18,571 Est. Cost $122.26 Unrealized +130.1%
TPL TEXAS PACIFIC LAND CORPORATI 1.2%
Value ($000) $4,783 Shares 4,325 Est. Cost $150.57 Unrealized +169.6%
OTIS OTIS WORLDWIDE CORP 1.1%
Value ($000) $4,657 Shares 50,291 Est. Cost $65.16 Unrealized +50.9%
AMGN AMGEN INC 1.1%
Value ($000) $4,372 Shares 16,776 Est. Cost $81.66 Unrealized +250.3%
UNP UNION PAC CORP 0.9%
Value ($000) $3,945 Shares 17,298 Est. Cost $83.80 Unrealized +174.7%
ASML ASML HOLDING N V 0.9%
Value ($000) $3,926 Shares 5,664 Est. Cost $711.34 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $3,882 Shares 25,527 Est. Cost $83.31 Unrealized +87.9%
HON HONEYWELL INTL INC 0.9%
Value ($000) $3,672 Shares 16,257 Est. Cost $74.04 Unrealized +175.0%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.9%
Value ($000) $3,555 Shares 88,850 Est. Cost $40.13 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $3,355 Shares 6,449 Est. Cost $258.96 Unrealized +111.4%
CCOI COGENT COMMUNICATIONS HLDGS 0.8%
Value ($000) $3,274 Shares 42,479 Est. Cost $47.96 Unrealized +54.6%
LLY ELI LILLY & CO 0.8%
Value ($000) $3,250 Shares 4,210 Est. Cost $103.06 Unrealized +696.7%
IVV ISHARES TR 0.8%
Value ($000) $3,249 Shares 5,520 Est. Cost $360.66 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $3,243 Shares 14,752 Est. Cost $104.12 Unrealized +107.7%
ABBV ABBVIE INC 0.7%
Value ($000) $2,985 Shares 16,798 Est. Cost $68.65 Unrealized +158.4%
CCJ CAMECO CORP 0.7%
Value ($000) $2,979 Shares 57,969 Est. Cost $50.52 Unrealized +7.5%
GOOG ALPHABET INC 0.7%
Value ($000) $2,904 Shares 15,247 Est. Cost $108.91 Unrealized +61.3%
KO COCA COLA CO 0.7%
Value ($000) $2,709 Shares 43,518 Est. Cost $37.88 Unrealized +66.6%
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,641 Shares 21,311 Est. Cost $48.58 Unrealized +145.0%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $2,209 Shares 7,546 Est. Cost $138.72 Unrealized +107.5%
SSD SIMPSON MFG INC 0.5%
Value ($000) $2,170 Shares 13,088 Est. Cost $178.45 Unrealized +1.7%
ABT ABBOTT LABS 0.5%
Value ($000) $2,043 Shares 18,061 Est. Cost $57.26 Unrealized +97.9%
CMI CUMMINS INC 0.5%
Value ($000) $2,026 Shares 5,812 Est. Cost $227.45 Unrealized +51.0%
CAC CAMDEN NATL CORP 0.5%
Value ($000) $2,018 Shares 47,219 Est. Cost $26.56 Unrealized +57.4%
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value ($000) $2,017 Shares 5,008 Est. Cost $443.66 Unrealized +4.5%
NVS NOVARTIS AG 0.5%
Value ($000) $1,968 Shares 20,227 Est. Cost $78.20 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $1,948 Shares 6,720 Est. Cost $90.47 Unrealized +220.8%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $1,923 Shares 9,145 Est. Cost $203.25 Unrealized +15.4%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,915 Shares 17,772 Est. Cost $49.87 Unrealized +118.1%
FICO FAIR ISAAC CORP 0.4%
Value ($000) $1,792 Shares 900 Est. Cost $221.97 Unrealized +862.3%
MMM 3M CO 0.4%
Value ($000) $1,756 Shares 13,601 Est. Cost $122.87 Unrealized +4.5%
RTX RTX CORPORATION 0.4%
Value ($000) $1,651 Shares 14,265 Est. Cost $55.06 Unrealized +114.8%
HD HOME DEPOT INC 0.4%
Value ($000) $1,619 Shares 4,162 Est. Cost $177.58 Unrealized +123.7%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,530 Shares 2,993 Est. Cost $193.27 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.4%
Value ($000) $1,523 Shares 28,355 Est. Cost $41.62 Unrealized +24.1%
EQNR EQUINOR ASA 0.3%
Value ($000) $1,437 Shares 60,650 Est. Cost $23.09 Unrealized
GE GE AEROSPACE 0.3%
Value ($000) $1,432 Shares 8,583 Est. Cost $63.26 Unrealized +180.0%
DHR DANAHER CORPORATION 0.3%
Value ($000) $1,398 Shares 6,092 Est. Cost $124.86 Unrealized +95.4%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,394 Shares 2,869 Est. Cost $422.36 Unrealized +24.8%
MKC MCCORMICK & CO INC 0.3%
Value ($000) $1,373 Shares 18,006 Est. Cost $58.97 Unrealized +29.0%
SO SOUTHERN CO 0.3%
Value ($000) $1,327 Shares 16,121 Est. Cost $30.22 Unrealized +179.7%
TGT TARGET CORP 0.3%
Value ($000) $1,301 Shares 9,622 Est. Cost $114.35 Unrealized +19.5%
SHEL SHELL PLC 0.3%
Value ($000) $1,253 Shares 20,001 Est. Cost $55.05 Unrealized
TOTALENERGIES SE 0.3%
Value ($000) $1,239 Shares 22,730 Est. Cost $48.08 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $1,239 Shares 7,616 Est. Cost $85.60 Unrealized +109.3%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value ($000) $1,229 Shares 16,000 Est. Cost $43.59 Unrealized +71.1%
ORCL ORACLE CORP 0.3%
Value ($000) $1,204 Shares 7,226 Est. Cost $42.46 Unrealized +314.1%
CRM SALESFORCE INC 0.3%
Value ($000) $1,196 Shares 3,578 Est. Cost $229.52 Unrealized +38.0%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,192 Shares 4,016 Est. Cost $110.38 Unrealized +156.9%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,189 Shares 4,691 Est. Cost $113.40 Unrealized +126.9%
PFF ISHARES TR 0.3%
Value ($000) $1,175 Shares 37,364 Est. Cost $37.04 Unrealized
ROST ROSS STORES INC 0.3%
Value ($000) $1,128 Shares 7,456 Est. Cost $85.31 Unrealized +70.1%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,117 Shares 2,121 Est. Cost $222.51 Unrealized +131.3%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,090 Shares 20,845 Est. Cost $26.47 Unrealized +84.4%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,082 Shares 11,902 Est. Cost $48.83 Unrealized +90.6%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,053 Shares 18,615 Est. Cost $33.63 Unrealized +56.3%
ADBE ADOBE INC 0.3%
Value ($000) $1,046 Shares 2,353 Est. Cost $420.42 Unrealized +17.8%
IJR ISHARES TR 0.3%
Value ($000) $1,046 Shares 9,078 Est. Cost $101.54 Unrealized
LB LANDBRIDGE COMPANY LLC 0.2%
Value ($000) $1,018 Shares 15,757 Est. Cost $60.07 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,014 Shares 855 Est. Cost $26.69 Unrealized +202.1%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,014 Shares 3,495 Est. Cost $227.86 Unrealized +33.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $996 Shares 8,275 Est. Cost $56.51 Unrealized +113.4%
CRSP CRISPR THERAPEUTICS AG 0.2%
Value ($000) $995 Shares 25,288 Est. Cost $26.62 Unrealized +77.4%
QCOM QUALCOMM INC 0.2%
Value ($000) $963 Shares 6,268 Est. Cost $85.86 Unrealized +85.8%
T AT&T INC 0.2%
Value ($000) $952 Shares 41,793 Est. Cost $13.37 Unrealized +60.9%
IJH ISHARES TR 0.2%
Value ($000) $944 Shares 15,145 Est. Cost $89.41 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $929 Shares 4,007 Est. Cost $148.30 Unrealized +23.3%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $908 Shares 25,000 Est. Cost $38.75 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $899 Shares 12,543 Est. Cost $65.74 Unrealized +14.1%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $898 Shares 3,220 Est. Cost $75.33 Unrealized +260.5%
SYY SYSCO CORP 0.2%
Value ($000) $884 Shares 11,567 Est. Cost $53.87 Unrealized +37.3%
CCI CROWN CASTLE INC 0.2%
Value ($000) $851 Shares 9,372 Est. Cost $105.18 Unrealized -6.7%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $827 Shares 6,847 Est. Cost $89.30 Unrealized +61.1%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $811 Shares 7,748 Est. Cost $39.94 Unrealized +160.5%
CI THE CIGNA GROUP 0.2%
Value ($000) $791 Shares 2,864 Est. Cost $190.77 Unrealized +63.2%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $777 Shares 3,850 Est. Cost $149.79 Unrealized +40.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $768 Shares 1,311 Est. Cost $382.19 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $766 Shares 7,410 Est. Cost $33.00 Unrealized +222.5%
EG EVEREST GROUP LTD 0.2%
Value ($000) $761 Shares 2,100 Est. Cost $369.02 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $725 Shares 23,127 Est. Cost $26.60 Unrealized
LEU CENTRUS ENERGY CORP 0.2%
Value ($000) $716 Shares 10,750 Est. Cost $78.02 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $711 Shares 9,320 Est. Cost $27.24 Unrealized +24.2%
GEV GE VERNOVA INC 0.2%
Value ($000) $707 Shares 2,150 Est. Cost $158.10 Unrealized +97.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $687 Shares 6,170 Est. Cost $128.81 Unrealized -19.6%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $641 Shares 16,023 Est. Cost $31.94 Unrealized +23.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $587 Shares 1,630 Est. Cost $157.40 Unrealized +132.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $572 Shares 1,683 Est. Cost $239.37 Unrealized +54.4%
META META PLATFORMS INC 0.1%
Value ($000) $554 Shares 946 Est. Cost $169.12 Unrealized +245.8%
HSY HERSHEY CO 0.1%
Value ($000) $550 Shares 3,250 Est. Cost $66.27 Unrealized +160.9%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $544 Shares 5,610 Est. Cost $60.92 Unrealized +49.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $542 Shares 1,072 Est. Cost $467.55 Unrealized +18.3%
RPM RPM INTL INC 0.1%
Value ($000) $531 Shares 4,315 Est. Cost $61.46 Unrealized +114.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $526 Shares 1,008 Est. Cost $254.29 Unrealized +104.8%
NEM NEWMONT CORP 0.1%
Value ($000) $524 Shares 14,069 Est. Cost $47.92 Unrealized -6.9%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $521 Shares 2,259 Est. Cost $126.31 Unrealized +72.7%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $515 Shares 6,959 Est. Cost $69.14 Unrealized +1.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $499 Shares 5,030 Est. Cost $36.11 Unrealized +183.3%
LOW LOWES COS INC 0.1%
Value ($000) $483 Shares 1,958 Est. Cost $104.23 Unrealized +150.9%
FISV FISERV INC 0.1%
Value ($000) $471 Shares 2,295 Est. Cost $77.91 Unrealized +162.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $459 Shares 7,677 Est. Cost $35.59 Unrealized +78.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $444 Shares 6,964 Est. Cost $42.65 Unrealized +50.3%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $439 Shares 3,530 Est. Cost $119.28 Unrealized +10.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $431 Shares 4,665 Est. Cost $56.37 Unrealized +54.3%
PFE PFIZER INC 0.1%
Value ($000) $428 Shares 16,128 Est. Cost $22.03 Unrealized +14.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $426 Shares 1,000 Est. Cost $308.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $419 Shares 925 Est. Cost $210.97 Unrealized +118.9%
GXO GXO LOGISTICS INCORPORATED 0.1%
Value ($000) $414 Shares 9,515 Est. Cost $86.35 Unrealized -36.2%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $404 Shares 4,525 Est. Cost $60.39 Unrealized +56.9%
VRSN VERISIGN INC 0.1%
Value ($000) $395 Shares 1,910 Est. Cost $153.45 Unrealized +21.7%
NKE NIKE INC 0.1%
Value ($000) $392 Shares 5,175 Est. Cost $50.96 Unrealized +50.1%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $387 Shares 2,208 Est. Cost $134.10 Unrealized +31.2%
DE DEERE & CO 0.1%
Value ($000) $387 Shares 913 Est. Cost $305.31 Unrealized +35.6%
VLTO VERALTO CORP 0.1%
Value ($000) $385 Shares 3,781 Est. Cost $74.89 Unrealized +41.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $377 Shares 9,830 Est. Cost $51.03 Unrealized -20.6%
INTC INTEL CORP 0.1%
Value ($000) $375 Shares 18,719 Est. Cost $27.94 Unrealized -19.3%
SAIA SAIA INC 0.1%
Value ($000) $374 Shares 820 Est. Cost $266.90 Unrealized +85.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $361 Shares 5,980 Est. Cost $61.64 Unrealized -2.2%
MS MORGAN STANLEY 0.1%
Value ($000) $359 Shares 2,853 Est. Cost $67.30 Unrealized +77.6%
GLW CORNING INC 0.1%
Value ($000) $354 Shares 7,440 Est. Cost $27.18 Unrealized +70.5%
EFA ISHARES TR 0.1%
Value ($000) $342 Shares 4,524 Est. Cost $67.54 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $325 Shares 2,183 Est. Cost $114.39 Unrealized +36.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $317 Shares 3,472 Est. Cost $53.07 Unrealized +77.0%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $310 Shares 810 Est. Cost $202.75 Unrealized +61.0%
DOW DOW INC 0.1%
Value ($000) $307 Shares 7,652 Est. Cost $36.37 Unrealized +18.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $306 Shares 2,425 Est. Cost $156.06 Unrealized -21.6%
CPRT COPART INC 0.1%
Value ($000) $304 Shares 5,290 Est. Cost $56.95 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $301 Shares 1,850 Est. Cost $89.24 Unrealized +97.6%
AGM FEDERAL AGRIC MTG CORP 0.1%
Value ($000) $299 Shares 1,520 Est. Cost $120.22 Unrealized +59.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $298 Shares 1,521 Est. Cost $152.17 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $292 Shares 3,051 Est. Cost $64.49 Unrealized +52.1%
FTNT FORTINET INC 0.1%
Value ($000) $288 Shares 3,050 Est. Cost $68.31 Unrealized +30.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $288 Shares 4,101 Est. Cost $38.70 Unrealized +72.3%
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $284 Shares 855 Est. Cost $207.72 Unrealized +63.3%
GSK GSK PLC 0.1%
Value ($000) $282 Shares 8,344 Est. Cost $29.67 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $280 Shares 3,325 Est. Cost $57.76 Unrealized +75.3%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $280 Shares 1,220 Est. Cost $199.50 Unrealized +13.5%
PSX PHILLIPS 66 0.1%
Value ($000) $273 Shares 2,400 Est. Cost $91.37 Unrealized +33.6%
WAT WATERS CORP 0.1%
Value ($000) $273 Shares 735 Est. Cost $207.83 Unrealized +76.0%
PWR QUANTA SVCS INC 0.1%
Value ($000) $267 Shares 844 Est. Cost $220.68 Unrealized +45.6%
CTVA CORTEVA INC 0.1%
Value ($000) $265 Shares 4,652 Est. Cost $26.67 Unrealized +119.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $254 Shares 3,255 Est. Cost $71.08 Unrealized +19.4%
TTC TORO CO 0.1%
Value ($000) $254 Shares 3,175 Est. Cost $60.80 Unrealized +37.9%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $251 Shares 11,450 Est. Cost $13.98 Unrealized +38.6%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $246 Shares 3,675 Est. Cost $60.42 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $246 Shares 964 Est. Cost $276.91 Unrealized -4.1%
DOV DOVER CORP 0.1%
Value ($000) $241 Shares 1,287 Est. Cost $157.66 Unrealized +22.5%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $236 Shares 2,512 Est. Cost $82.90 Unrealized +12.6%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $235 Shares 3,250 Est. Cost $74.98 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $227 Shares 1,625 Est. Cost $69.68 Unrealized +113.6%
IDXX IDEXX LABS INC 0.1%
Value ($000) $221 Shares 535 Est. Cost $388.17 Unrealized +13.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $219 Shares 2,919 Est. Cost $139.15 Unrealized -44.4%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $216 Shares 3,558 Est. Cost $61.04 Unrealized
MKC/V MCCORMICK & CO INC 0.1%
Value ($000) $216 Shares 2,846 Est. Cost $74.55 Unrealized +2.0%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $209 Shares 1,890 Est. Cost $113.91 Unrealized +3.1%
IGSB ISHARES TR 0.0%
Value ($000) $207 Shares 4,000 Est. Cost $54.61 Unrealized
WMT WALMART INC 0.0%
Value ($000) $204 Shares 2,259 Est. Cost $85.80 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $203 Shares 1,548 Est. Cost $94.31 Unrealized +38.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $202 Shares 4,624 Est. Cost $42.45 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $58 Shares 15,500 Est. Cost $1.72 Unrealized +142.2%
BRNS BARINTHUS BIOTHERAPEUTICS PL 0.0%
Value ($000) $21 Shares 17,575 Est. Cost $13.41 Unrealized
FURY FURY GOLD MINES LIMITED 0.0%
Value ($000) $4 Shares 11,000 Est. Cost $0.50 Unrealized -14.6%