Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 8, 2025

Total Value ($000): $428,146 (100.0% shares, 0.0% debt)

Holdings (185)

MSFT MICROSOFT CORP 7.6%
Value ($000) $32,493 Shares 62,734 Est. Cost $38.83 Unrealized +1209.9%
AAPL APPLE INC 5.1%
Value ($000) $22,036 Shares 86,543 Est. Cost $84.36 Unrealized +167.4%
GOOGL ALPHABET INC 3.4%
Value ($000) $14,770 Shares 60,757 Est. Cost $111.23 Unrealized +88.1%
JPM JPMORGAN CHASE & CO. 3.4%
Value ($000) $14,351 Shares 45,496 Est. Cost $78.07 Unrealized +279.1%
IWV ISHARES TR 3.3%
Value ($000) $14,121 Shares 37,265 Est. Cost $149.28 Unrealized
NVDA NVIDIA CORPORATION 3.2%
Value ($000) $13,880 Shares 74,393 Est. Cost $93.40 Unrealized +86.6%
COST COSTCO WHSL CORP NEW 3.2%
Value ($000) $13,594 Shares 14,687 Est. Cost $224.56 Unrealized +326.0%
AMZN AMAZON COM INC 2.5%
Value ($000) $10,749 Shares 48,955 Est. Cost $123.88 Unrealized +82.7%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $10,048 Shares 89,114 Est. Cost $54.74 Unrealized +100.4%
V VISA INC 2.2%
Value ($000) $9,458 Shares 27,706 Est. Cost $87.25 Unrealized +295.6%
PGR PROGRESSIVE CORP 1.9%
Value ($000) $8,130 Shares 32,920 Est. Cost $59.95 Unrealized +286.5%
CAT CATERPILLAR INC 1.8%
Value ($000) $7,912 Shares 16,581 Est. Cost $72.10 Unrealized +490.0%
MRSH MARSH & MCLENNAN COS INC 1.8%
Value ($000) $7,553 Shares 37,477 Est. Cost $89.38 Unrealized +128.2%
TJX TJX COS INC NEW 1.7%
Value ($000) $7,072 Shares 48,931 Est. Cost $49.53 Unrealized +167.1%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $7,028 Shares 37,904 Est. Cost $74.75 Unrealized +126.8%
TXN TEXAS INSTRS INC 1.6%
Value ($000) $6,931 Shares 37,724 Est. Cost $94.58 Unrealized +104.4%
PANW PALO ALTO NETWORKS INC 1.6%
Value ($000) $6,908 Shares 33,926 Est. Cost $146.18 Unrealized +31.0%
WSO WATSCO INC 1.6%
Value ($000) $6,817 Shares 16,862 Est. Cost $192.80 Unrealized +121.8%
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $6,392 Shares 41,603 Est. Cost $84.78 Unrealized +82.7%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $6,023 Shares 38,785 Est. Cost $78.07 Unrealized +95.0%
LIN LINDE PLC 1.4%
Value ($000) $5,967 Shares 12,563 Est. Cost $322.30 Unrealized +46.0%
ASML ASML HOLDING N V 1.4%
Value ($000) $5,804 Shares 5,995 Est. Cost $730.77 Unrealized
ACN ACCENTURE PLC IRELAND 1.3%
Value ($000) $5,534 Shares 22,439 Est. Cost $164.31 Unrealized +58.6%
LLY ELI LILLY & CO 1.2%
Value ($000) $5,337 Shares 6,995 Est. Cost $402.33 Unrealized +84.5%
CB CHUBB LIMITED 1.2%
Value ($000) $5,009 Shares 17,748 Est. Cost $122.26 Unrealized +125.1%
OKE ONEOK INC NEW 1.1%
Value ($000) $4,761 Shares 65,248 Est. Cost $40.15 Unrealized +86.9%
AMGN AMGEN INC 1.1%
Value ($000) $4,650 Shares 16,479 Est. Cost $81.66 Unrealized +251.0%
TPL TEXAS PACIFIC LAND CORPORATI 1.0%
Value ($000) $4,327 Shares 4,635 Est. Cost $170.14 Unrealized +84.5%
NVO NOVO-NORDISK A S 1.0%
Value ($000) $4,161 Shares 74,995 Est. Cost $76.10 Unrealized
CCJ CAMECO CORP 1.0%
Value ($000) $4,128 Shares 49,219 Est. Cost $50.52 Unrealized +53.2%
AMRZ AMRIZE LTD 1.0%
Value ($000) $4,091 Shares 84,304 Est. Cost $50.99 Unrealized 0.0%
IVV ISHARES TR 0.9%
Value ($000) $3,954 Shares 5,908 Est. Cost $380.93 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $3,918 Shares 46,687 Est. Cost $52.23 Unrealized +55.1%
OTIS OTIS WORLDWIDE CORP 0.9%
Value ($000) $3,739 Shares 40,891 Est. Cost $65.16 Unrealized +38.3%
GOOG ALPHABET INC 0.9%
Value ($000) $3,677 Shares 15,097 Est. Cost $111.26 Unrealized +88.7%
LEU CENTRUS ENERGY CORP 0.8%
Value ($000) $3,357 Shares 10,825 Est. Cost $80.00 Unrealized +176.5%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $3,313 Shares 11,740 Est. Cost $104.12 Unrealized +149.3%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.8%
Value ($000) $3,298 Shares 80,210 Est. Cost $40.13 Unrealized -0.6%
PEP PEPSICO INC 0.7%
Value ($000) $3,078 Shares 21,914 Est. Cost $83.90 Unrealized +67.4%
GE GE AEROSPACE 0.6%
Value ($000) $2,582 Shares 8,583 Est. Cost $63.26 Unrealized +331.1%
KO COCA COLA CO 0.6%
Value ($000) $2,575 Shares 38,833 Est. Cost $37.88 Unrealized +79.3%
ABBV ABBVIE INC 0.6%
Value ($000) $2,474 Shares 10,684 Est. Cost $68.65 Unrealized +194.2%
CMI CUMMINS INC 0.5%
Value ($000) $2,324 Shares 5,502 Est. Cost $227.45 Unrealized +67.4%
EMR EMERSON ELEC CO 0.5%
Value ($000) $2,315 Shares 17,649 Est. Cost $48.58 Unrealized +178.9%
RTX RTX CORPORATION 0.5%
Value ($000) $2,268 Shares 13,552 Est. Cost $55.06 Unrealized +180.2%
HON HONEYWELL INTL INC 0.5%
Value ($000) $2,219 Shares 10,542 Est. Cost $74.04 Unrealized +179.7%
NVS NOVARTIS AG 0.5%
Value ($000) $2,207 Shares 17,212 Est. Cost $78.20 Unrealized
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $2,117 Shares 17,109 Est. Cost $50.60 Unrealized +136.8%
UNP UNION PAC CORP 0.5%
Value ($000) $2,020 Shares 8,548 Est. Cost $96.76 Unrealized +130.6%
MCD MCDONALDS CORP 0.5%
Value ($000) $1,977 Shares 6,505 Est. Cost $90.47 Unrealized +233.1%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,960 Shares 5,973 Est. Cost $303.93 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.5%
Value ($000) $1,953 Shares 30,205 Est. Cost $43.18 Unrealized +36.5%
LB LANDBRIDGE COMPANY LLC 0.4%
Value ($000) $1,926 Shares 36,092 Est. Cost $60.24 Unrealized -8.5%
ORCL ORACLE CORP 0.4%
Value ($000) $1,892 Shares 6,727 Est. Cost $42.46 Unrealized +498.6%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,825 Shares 6,218 Est. Cost $138.72 Unrealized +114.7%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,791 Shares 3,692 Est. Cost $258.96 Unrealized +79.5%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,767 Shares 2,943 Est. Cost $193.27 Unrealized
CCOI COGENT COMMUNICATIONS HLDGS 0.4%
Value ($000) $1,697 Shares 44,259 Est. Cost $47.98 Unrealized -14.5%
ABT ABBOTT LABS 0.4%
Value ($000) $1,668 Shares 12,456 Est. Cost $57.26 Unrealized +128.1%
HD HOME DEPOT INC 0.4%
Value ($000) $1,664 Shares 4,106 Est. Cost $177.58 Unrealized +119.1%
CRSP CRISPR THERAPEUTICS AG 0.4%
Value ($000) $1,633 Shares 25,198 Est. Cost $26.83 Unrealized +114.0%
SO SOUTHERN CO 0.4%
Value ($000) $1,558 Shares 16,437 Est. Cost $31.14 Unrealized +196.1%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,508 Shares 7,366 Est. Cost $85.60 Unrealized +111.2%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $1,439 Shares 13,350 Est. Cost $87.04 Unrealized +15.5%
MMM 3M CO 0.3%
Value ($000) $1,412 Shares 9,101 Est. Cost $122.87 Unrealized +24.6%
SHEL SHELL PLC 0.3%
Value ($000) $1,388 Shares 19,409 Est. Cost $56.20 Unrealized
FICO FAIR ISAAC CORP 0.3%
Value ($000) $1,384 Shares 925 Est. Cost $365.64 Unrealized +311.3%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,377 Shares 20,845 Est. Cost $26.47 Unrealized +132.0%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value ($000) $1,367 Shares 15,125 Est. Cost $43.59 Unrealized +109.5%
EQNR EQUINOR ASA 0.3%
Value ($000) $1,351 Shares 55,396 Est. Cost $23.16 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,342 Shares 4,067 Est. Cost $149.21 Unrealized +104.9%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,340 Shares 4,036 Est. Cost $113.72 Unrealized +178.4%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $1,327 Shares 25,000 Est. Cost $38.75 Unrealized
GEV GE VERNOVA INC 0.3%
Value ($000) $1,322 Shares 2,150 Est. Cost $158.10 Unrealized +283.0%
TOTALENERGIES SE 0.3%
Value ($000) $1,309 Shares 21,930 Est. Cost $48.08 Unrealized
T AT&T INC 0.3%
Value ($000) $1,197 Shares 42,388 Est. Cost $13.51 Unrealized +107.7%
STE STERIS PLC 0.3%
Value ($000) $1,155 Shares 4,669 Est. Cost $228.06 Unrealized +4.8%
DHR DANAHER CORPORATION 0.3%
Value ($000) $1,121 Shares 5,652 Est. Cost $124.86 Unrealized +58.9%
NEM NEWMONT CORP 0.3%
Value ($000) $1,110 Shares 13,169 Est. Cost $47.85 Unrealized +45.0%
MKC MCCORMICK & CO INC 0.3%
Value ($000) $1,109 Shares 16,572 Est. Cost $58.97 Unrealized +17.1%
ROST ROSS STORES INC 0.3%
Value ($000) $1,109 Shares 7,276 Est. Cost $85.31 Unrealized +66.7%
PFF ISHARES TR 0.3%
Value ($000) $1,071 Shares 33,864 Est. Cost $37.04 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $1,023 Shares 8,606 Est. Cost $101.65 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $1,015 Shares 4,283 Est. Cost $236.35 Unrealized +6.4%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,010 Shares 3,875 Est. Cost $113.40 Unrealized +126.9%
IJH ISHARES TR 0.2%
Value ($000) $982 Shares 15,040 Est. Cost $89.41 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $947 Shares 11,502 Est. Cost $53.87 Unrealized +46.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $869 Shares 11,508 Est. Cost $65.74 Unrealized +9.9%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $833 Shares 2,728 Est. Cost $204.00 Unrealized +33.0%
SSD SIMPSON MFG INC 0.2%
Value ($000) $832 Shares 4,970 Est. Cost $176.50 Unrealized +1.0%
CCI CROWN CASTLE INC 0.2%
Value ($000) $829 Shares 8,591 Est. Cost $104.78 Unrealized -5.4%
CI THE CIGNA GROUP 0.2%
Value ($000) $826 Shares 2,864 Est. Cost $190.77 Unrealized +53.7%
EG EVEREST GROUP LTD 0.2%
Value ($000) $823 Shares 2,350 Est. Cost $366.97 Unrealized -8.0%
AFL AFLAC INC 0.2%
Value ($000) $822 Shares 7,360 Est. Cost $33.00 Unrealized +215.7%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $816 Shares 2,083 Est. Cost $445.96 Unrealized -6.3%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $806 Shares 3,095 Est. Cost $75.33 Unrealized +255.1%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $797 Shares 2,921 Est. Cost $230.27 Unrealized +24.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $791 Shares 4,875 Est. Cost $56.51 Unrealized +192.3%
RCL ROYAL CARIBBEAN GROUP 0.2%
Value ($000) $750 Shares 2,319 Est. Cost $129.07 Unrealized +157.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $746 Shares 16,551 Est. Cost $33.63 Unrealized +35.3%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $741 Shares 4,580 Est. Cost $89.30 Unrealized +80.7%
META META PLATFORMS INC 0.2%
Value ($000) $728 Shares 991 Est. Cost $190.65 Unrealized +289.8%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $723 Shares 23,127 Est. Cost $26.60 Unrealized
BMO BANK MONTREAL QUE 0.2%
Value ($000) $714 Shares 5,485 Est. Cost $60.92 Unrealized +93.7%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $704 Shares 1,237 Est. Cost $222.51 Unrealized +157.7%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $702 Shares 2,028 Est. Cost $258.97 Unrealized +35.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $666 Shares 15,150 Est. Cost $31.94 Unrealized +33.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $664 Shares 5,800 Est. Cost $127.93 Unrealized -8.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $631 Shares 8,095 Est. Cost $27.24 Unrealized +14.3%
VRSN VERISIGN INC 0.1%
Value ($000) $618 Shares 2,210 Est. Cost $163.20 Unrealized +70.4%
GLW CORNING INC 0.1%
Value ($000) $610 Shares 7,440 Est. Cost $27.18 Unrealized +139.1%
HSY HERSHEY CO 0.1%
Value ($000) $608 Shares 3,250 Est. Cost $66.27 Unrealized +171.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $603 Shares 1,630 Est. Cost $157.40 Unrealized +144.3%
ADBE ADOBE INC 0.1%
Value ($000) $592 Shares 1,677 Est. Cost $420.51 Unrealized -14.7%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $579 Shares 6,602 Est. Cost $39.94 Unrealized +133.5%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $557 Shares 1,201 Est. Cost $330.20 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $540 Shares 3,225 Est. Cost $57.76 Unrealized +121.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $507 Shares 4,565 Est. Cost $56.37 Unrealized +99.2%
LOW LOWES COS INC 0.1%
Value ($000) $492 Shares 1,958 Est. Cost $104.23 Unrealized +134.3%
RPM RPM INTL INC 0.1%
Value ($000) $489 Shares 4,150 Est. Cost $61.46 Unrealized +95.2%
INTC INTEL CORP 0.1%
Value ($000) $484 Shares 14,416 Est. Cost $27.94 Unrealized -13.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $469 Shares 4,960 Est. Cost $36.11 Unrealized +158.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $469 Shares 1,048 Est. Cost $265.70 Unrealized +80.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $468 Shares 2,815 Est. Cost $85.86 Unrealized +83.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $465 Shares 925 Est. Cost $210.97 Unrealized +129.6%
TGT TARGET CORP 0.1%
Value ($000) $465 Shares 5,181 Est. Cost $114.35 Unrealized -15.4%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $455 Shares 4,525 Est. Cost $60.39 Unrealized +64.1%
VLTO VERALTO CORP 0.1%
Value ($000) $452 Shares 4,236 Est. Cost $77.68 Unrealized +35.5%
MS MORGAN STANLEY 0.1%
Value ($000) $441 Shares 2,774 Est. Cost $67.30 Unrealized +117.6%
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $440 Shares 855 Est. Cost $207.72 Unrealized +110.2%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $435 Shares 3,250 Est. Cost $74.98 Unrealized +40.7%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $428 Shares 519 Est. Cost $677.11 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $418 Shares 913 Est. Cost $305.31 Unrealized +60.4%
EFA ISHARES TR 0.1%
Value ($000) $388 Shares 4,158 Est. Cost $68.99 Unrealized
GSK GSK PLC 0.1%
Value ($000) $387 Shares 8,964 Est. Cost $30.51 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $379 Shares 2,248 Est. Cost $117.61 Unrealized +51.1%
PWR QUANTA SVCS INC 0.1%
Value ($000) $350 Shares 844 Est. Cost $220.68 Unrealized +76.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $349 Shares 1,465 Est. Cost $231.86 Unrealized +6.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $344 Shares 4,101 Est. Cost $38.70 Unrealized +107.9%
IDXX IDEXX LABS INC 0.1%
Value ($000) $342 Shares 535 Est. Cost $388.17 Unrealized +56.4%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $329 Shares 1,145 Est. Cost $199.50 Unrealized +33.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $328 Shares 1,521 Est. Cost $152.17 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $326 Shares 2,400 Est. Cost $91.37 Unrealized +38.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $323 Shares 9,392 Est. Cost $51.03 Unrealized -32.7%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $322 Shares 4,030 Est. Cost $48.83 Unrealized +73.3%
CPRT COPART INC 0.1%
Value ($000) $319 Shares 7,090 Est. Cost $56.72 Unrealized -16.9%
CTVA CORTEVA INC 0.1%
Value ($000) $315 Shares 4,652 Est. Cost $26.67 Unrealized +170.6%
CAC CAMDEN NATL CORP 0.1%
Value ($000) $310 Shares 8,026 Est. Cost $26.56 Unrealized +48.1%
TECK TECK RESOURCES LTD 0.1%
Value ($000) $309 Shares 7,050 Est. Cost $36.34 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $308 Shares 2,071 Est. Cost $134.10 Unrealized +23.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $308 Shares 1,600 Est. Cost $69.68 Unrealized +150.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $297 Shares 5,898 Est. Cost $42.65 Unrealized +16.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $287 Shares 1,300 Est. Cost $149.79 Unrealized +49.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $273 Shares 3,222 Est. Cost $53.07 Unrealized +66.9%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $272 Shares 2,200 Est. Cost $81.39 Unrealized +34.4%
FTNT FORTINET INC 0.1%
Value ($000) $268 Shares 3,190 Est. Cost $69.77 Unrealized +27.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $265 Shares 530 Est. Cost $423.49 Unrealized +5.8%
CME CME GROUP INC 0.1%
Value ($000) $263 Shares 975 Est. Cost $243.12 Unrealized +11.0%
GXO GXO LOGISTICS INCORPORATED 0.1%
Value ($000) $263 Shares 4,968 Est. Cost $86.35 Unrealized -40.5%
AGM FEDERAL AGRIC MTG CORP 0.1%
Value ($000) $255 Shares 1,520 Est. Cost $120.22 Unrealized +53.5%
EFX EQUIFAX INC 0.1%
Value ($000) $247 Shares 964 Est. Cost $276.91 Unrealized -9.6%
ZTS ZOETIS INC 0.1%
Value ($000) $247 Shares 1,688 Est. Cost $89.24 Unrealized +68.7%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $246 Shares 4,624 Est. Cost $38.54 Unrealized +27.6%
SAIA SAIA INC 0.1%
Value ($000) $245 Shares 820 Est. Cost $266.90 Unrealized +13.0%
FAST FASTENAL CO 0.1%
Value ($000) $245 Shares 4,988 Est. Cost $40.11 Unrealized +17.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $244 Shares 3,255 Est. Cost $71.08 Unrealized +4.9%
TTC TORO CO 0.1%
Value ($000) $242 Shares 3,175 Est. Cost $60.80 Unrealized +26.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $237 Shares 6,050 Est. Cost $61.41 Unrealized -26.7%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $234 Shares 352 Est. Cost $382.19 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $234 Shares 780 Est. Cost $228.36 Unrealized +32.1%
MRNA MODERNA INC 0.1%
Value ($000) $233 Shares 9,035 Est. Cost $26.33 Unrealized +5.9%
PFE PFIZER INC 0.1%
Value ($000) $232 Shares 9,121 Est. Cost $22.03 Unrealized +9.6%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $231 Shares 703 Est. Cost $265.50 Unrealized +21.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $229 Shares 3,039 Est. Cost $57.99 Unrealized +17.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $219 Shares 4,250 Est. Cost $41.45 Unrealized +16.6%
WRB BERKLEY W R CORP 0.1%
Value ($000) $214 Shares 2,797 Est. Cost $59.72 Unrealized +17.2%
IGSB ISHARES TR 0.0%
Value ($000) $212 Shares 4,000 Est. Cost $54.61 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $208 Shares 1,812 Est. Cost $107.11 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $207 Shares 435 Est. Cost $478.56 Unrealized +5.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $206 Shares 2,341 Est. Cost $63.64 Unrealized +39.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $203 Shares 2,425 Est. Cost $156.06 Unrealized -43.5%
DOV DOVER CORP 0.0%
Value ($000) $202 Shares 1,212 Est. Cost $157.66 Unrealized +13.3%
DGRW WISDOMTREE TR 0.0%
Value ($000) $202 Shares 2,270 Est. Cost $88.96 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $45 Shares 14,500 Est. Cost $1.72 Unrealized +75.9%
FURY FURY GOLD MINES LIMITED 0.0%
Value ($000) $7 Shares 11,000 Est. Cost $0.50 Unrealized +13.8%