Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $656,227 (100.0% shares, 0.0% debt)

Holdings (180)

AAPL APPLE INC 6.1%
Value ($000) $40,237 Shares 294,300 Est. Cost $85.10 Unrealized +74.7%
ABBV ABBVIE INC 4.7%
Value ($000) $31,045 Shares 202,697 Est. Cost $30.75 Unrealized +336.2%
ADP AUTOMATIC DATA PROCESSING IN 4.4%
Value ($000) $29,181 Shares 138,932 Est. Cost $52.99 Unrealized +282.1%
PG PROCTER AND GAMBLE CO 3.7%
Value ($000) $24,242 Shares 168,594 Est. Cost $80.80 Unrealized +69.9%
IRM IRON MTN INC NEW 3.5%
Value ($000) $22,691 Shares 466,030 Est. Cost $21.51 Unrealized +112.8%
ABT ABBOTT LABS 3.2%
Value ($000) $21,076 Shares 193,977 Est. Cost $31.42 Unrealized +237.7%
CSCO CISCO SYS INC 3.0%
Value ($000) $19,411 Shares 455,231 Est. Cost $23.42 Unrealized +82.8%
PFE PFIZER INC 2.7%
Value ($000) $17,913 Shares 341,658 Est. Cost $18.80 Unrealized +123.4%
ORLY OREILLY AUTOMOTIVE INC 2.6%
Value ($000) $16,829 Shares 26,639 Est. Cost $9.71 Unrealized +343.1%
FISV FISERV INC 2.5%
Value ($000) $16,646 Shares 187,092 Est. Cost $58.03 Unrealized +67.1%
PEP PEPSICO INC 2.3%
Value ($000) $15,054 Shares 90,325 Est. Cost $63.98 Unrealized +134.1%
VWO VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $14,722 Shares 353,481 Est. Cost $38.03 Unrealized
WALGREENS BOOTS ALLIANCE INC 2.1%
Value ($000) $14,041 Shares 370,486 Est. Cost $50.09 Unrealized
IDXX IDEXX LABS INC 2.1%
Value ($000) $13,791 Shares 39,321 Est. Cost $66.13 Unrealized +516.6%
EBAY EBAY INC. 2.0%
Value ($000) $13,185 Shares 316,426 Est. Cost $24.66 Unrealized +84.2%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $12,733 Shares 148,678 Est. Cost $52.31 Unrealized +52.1%
BOH BANK HAWAII CORP 1.8%
Value ($000) $11,598 Shares 155,884 Est. Cost $45.10 Unrealized +44.0%
KO COCA COLA CO 1.6%
Value ($000) $10,728 Shares 170,522 Est. Cost $29.51 Unrealized +92.3%
NTRS NORTHERN TR CORP 1.6%
Value ($000) $10,579 Shares 109,649 Est. Cost $42.60 Unrealized +120.1%
DXCM DEXCOM INC 1.6%
Value ($000) $10,510 Shares 141,018 Est. Cost $76.82 Unrealized +18.8%
EOG EOG RES INC 1.5%
Value ($000) $10,110 Shares 91,542 Est. Cost $57.86 Unrealized +82.8%
PGR PROGRESSIVE CORP 1.5%
Value ($000) $10,022 Shares 86,192 Est. Cost $18.48 Unrealized +459.2%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $9,706 Shares 54,677 Est. Cost $69.55 Unrealized +130.0%
PYPL PAYPAL HLDGS INC 1.4%
Value ($000) $9,061 Shares 129,733 Est. Cost $104.10 Unrealized -16.9%
OGN ORGANON & CO 1.4%
Value ($000) $9,017 Shares 267,177 Est. Cost $26.90 Unrealized +9.7%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $8,810 Shares 36,635 Est. Cost $88.57 Unrealized +149.4%
HEALTHCARE RLTY TR 1.2%
Value ($000) $7,650 Shares 281,257 Est. Cost $26.02 Unrealized
EATON VANCE SR FLTNG RTE TR 1.1%
Value ($000) $7,195 Shares 586,403 Est. Cost $11.94 Unrealized
MCD MCDONALDS CORP 1.1%
Value ($000) $7,012 Shares 28,402 Est. Cost $79.33 Unrealized +185.3%
PH PARKER-HANNIFIN CORP 1.0%
Value ($000) $6,633 Shares 26,957 Est. Cost $134.39 Unrealized +89.8%
EW EDWARDS LIFESCIENCES CORP 1.0%
Value ($000) $6,549 Shares 68,875 Est. Cost $75.00 Unrealized +38.0%
MRK MERCK & CO INC 1.0%
Value ($000) $6,415 Shares 70,363 Est. Cost $33.90 Unrealized +133.7%
ECL ECOLAB INC 1.0%
Value ($000) $6,352 Shares 41,308 Est. Cost $78.70 Unrealized +102.0%
EATON VANCE FLTING RATE INC 0.9%
Value ($000) $6,090 Shares 516,997 Est. Cost $13.30 Unrealized
WMT WALMART INC 0.9%
Value ($000) $6,066 Shares 49,892 Est. Cost $20.90 Unrealized +110.7%
HEALTHCARE TR AMER INC 0.9%
Value ($000) $6,049 Shares 216,725 Est. Cost $31.24 Unrealized
MMM 3M CO 0.9%
Value ($000) $5,991 Shares 46,293 Est. Cost $63.51 Unrealized +65.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $5,495 Shares 20,128 Est. Cost $197.00 Unrealized +59.2%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $5,178 Shares 14,927 Est. Cost $277.51 Unrealized
SYK STRYKER CORPORATION 0.8%
Value ($000) $5,098 Shares 25,627 Est. Cost $57.96 Unrealized +289.8%
DHR DANAHER CORPORATION 0.7%
Value ($000) $4,894 Shares 19,305 Est. Cost $36.15 Unrealized +525.9%
VIOO VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $4,538 Shares 26,690 Est. Cost $161.31 Unrealized
GE GENERAL ELECTRIC CO 0.7%
Value ($000) $4,345 Shares 68,250 Est. Cost $62.85 Unrealized -24.3%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $4,310 Shares 29,766 Est. Cost $82.97 Unrealized +72.0%
STERICYCLE INC 0.6%
Value ($000) $4,237 Shares 96,630 Est. Cost $66.94 Unrealized
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $4,148 Shares 105,909 Est. Cost $31.29 Unrealized +27.7%
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $3,696 Shares 37,925 Est. Cost $31.83 Unrealized +207.5%
VOD VODAFONE GROUP PLC NEW 0.6%
Value ($000) $3,661 Shares 235,012 Est. Cost $25.80 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $3,528 Shares 37,377 Est. Cost $93.99 Unrealized +15.4%
EMR EMERSON ELEC CO 0.5%
Value ($000) $3,299 Shares 41,471 Est. Cost $40.66 Unrealized +101.4%
DEO DIAGEO PLC 0.5%
Value ($000) $3,199 Shares 18,371 Est. Cost $116.17 Unrealized
TPR TAPESTRY INC 0.4%
Value ($000) $2,785 Shares 91,259 Est. Cost $27.22 Unrealized +8.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $2,762 Shares 28,740 Est. Cost $54.61 Unrealized +62.1%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $2,604 Shares 14,784 Est. Cost $164.93 Unrealized
SHEL SHELL PLC 0.4%
Value ($000) $2,506 Shares 47,920 Est. Cost $54.93 Unrealized
GLDM WORLD GOLD TR 0.4%
Value ($000) $2,473 Shares 68,925 Est. Cost $38.48 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $2,421 Shares 64,724 Est. Cost $29.17 Unrealized +39.3%
CB CHUBB LIMITED 0.4%
Value ($000) $2,398 Shares 12,197 Est. Cost $110.28 Unrealized +78.0%
GOOG ALPHABET INC 0.4%
Value ($000) $2,334 Shares 1,067 Est. Cost $51.84 Unrealized +126.2%
LLY LILLY ELI & CO 0.3%
Value ($000) $2,234 Shares 6,890 Est. Cost $59.77 Unrealized +386.7%
UNP UNION PAC CORP 0.3%
Value ($000) $2,231 Shares 10,460 Est. Cost $96.50 Unrealized +116.4%
HD HOME DEPOT INC 0.3%
Value ($000) $2,101 Shares 7,659 Est. Cost $108.35 Unrealized +148.3%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,972 Shares 21,645 Est. Cost $86.17 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,820 Shares 12,150 Est. Cost $141.91 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,815 Shares 833 Est. Cost $45.66 Unrealized +155.9%
LKQ LKQ CORP 0.2%
Value ($000) $1,617 Shares 32,930 Est. Cost $25.46 Unrealized +75.8%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,592 Shares 7,002 Est. Cost $95.01 Unrealized +138.4%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,484 Shares 13,838 Est. Cost $52.80 Unrealized +80.6%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,390 Shares 9,080 Est. Cost $120.13 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,347 Shares 6,017 Est. Cost $207.06 Unrealized +19.8%
EEM ISHARES TR 0.2%
Value ($000) $1,327 Shares 33,100 Est. Cost $35.30 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,297 Shares 9,598 Est. Cost $67.09 Unrealized +71.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,284 Shares 9,263 Est. Cost $81.34 Unrealized +93.7%
T AT&T INC 0.2%
Value ($000) $1,266 Shares 60,401 Est. Cost $13.99 Unrealized +16.6%
TE CONNECTIVITY LTD 0.2%
Value ($000) $1,250 Shares 11,046 Est. Cost $161.33 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,245 Shares 11,720 Est. Cost $122.37 Unrealized +2.3%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,216 Shares 10,799 Est. Cost $109.67 Unrealized +3.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,215 Shares 15,781 Est. Cost $42.03 Unrealized +54.6%
TR TOOTSIE ROLL INDS INC 0.2%
Value ($000) $1,194 Shares 33,780 Est. Cost $25.75 Unrealized +20.9%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,191 Shares 4,832 Est. Cost $214.01 Unrealized +11.4%
LAM RESEARCH CORP 0.2%
Value ($000) $1,172 Shares 2,750 Est. Cost $44.31 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.2%
Value ($000) $1,159 Shares 66,850 Est. Cost $23.64 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $1,158 Shares 2,800 Est. Cost $304.40 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,142 Shares 14,749 Est. Cost $63.34 Unrealized +8.7%
IVV ISHARES TR 0.2%
Value ($000) $1,137 Shares 2,998 Est. Cost $395.56 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.2%
Value ($000) $1,065 Shares 54,700 Est. Cost $18.55 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,011 Shares 14,785 Est. Cost $101.19 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,005 Shares 2,100 Est. Cost $62.64 Unrealized +591.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $968 Shares 2,020 Est. Cost $111.94 Unrealized +333.2%
SWEDISH EXPT CR CORP 0.1%
Value ($000) $946 Shares 111,350 Est. Cost $5.98 Unrealized
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $909 Shares 3,205 Est. Cost $55.69 Unrealized +438.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $905 Shares 11,290 Est. Cost $49.57 Unrealized +44.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $903 Shares 11,815 Est. Cost $48.15 Unrealized +46.2%
AON AON PLC 0.1%
Value ($000) $883 Shares 3,273 Est. Cost $178.56 Unrealized +56.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $871 Shares 9,708 Est. Cost $59.87 Unrealized +50.9%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $826 Shares 11,691 Est. Cost $47.48 Unrealized +46.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $756 Shares 21,153 Est. Cost $47.83 Unrealized -20.0%
OSW ONESPAWORLD HOLDINGS LIMITED 0.1%
Value ($000) $745 Shares 103,900 Est. Cost $9.91 Unrealized -7.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $745 Shares 7,543 Est. Cost $53.61 Unrealized +59.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $708 Shares 4,938 Est. Cost $88.94 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $636 Shares 12,536 Est. Cost $42.23 Unrealized -5.0%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $610 Shares 18,418 Est. Cost $20.23 Unrealized +65.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $609 Shares 17,079 Est. Cost $17.58 Unrealized +112.2%
SYY SYSCO CORP 0.1%
Value ($000) $607 Shares 7,168 Est. Cost $46.58 Unrealized +62.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $607 Shares 6,032 Est. Cost $36.56 Unrealized +144.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $600 Shares 3,354 Est. Cost $100.95 Unrealized +95.4%
BA BOEING CO 0.1%
Value ($000) $584 Shares 4,270 Est. Cost $124.48 Unrealized +18.5%
SLYV SPDR SER TR 0.1%
Value ($000) $579 Shares 8,000 Est. Cost $46.82 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $569 Shares 18,275 Est. Cost $19.39 Unrealized +68.8%
HOLX HOLOGIC INC 0.1%
Value ($000) $568 Shares 8,200 Est. Cost $20.89 Unrealized +255.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $568 Shares 3,110 Est. Cost $153.16 Unrealized +0.1%
MOS MOSAIC CO NEW 0.1%
Value ($000) $562 Shares 11,895 Est. Cost $18.39 Unrealized +203.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $560 Shares 3,222 Est. Cost $124.28 Unrealized +33.8%
PAYX PAYCHEX INC 0.1%
Value ($000) $555 Shares 4,878 Est. Cost $38.94 Unrealized +189.8%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $549 Shares 13,464 Est. Cost $47.05 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $516 Shares 2,122 Est. Cost $132.98 Unrealized +64.4%
ICSH ISHARES TR 0.1%
Value ($000) $500 Shares 10,000 Est. Cost $50.50 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $499 Shares 10,000 Est. Cost $50.80 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $497 Shares 3,276 Est. Cost $17.24 Unrealized +9.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $492 Shares 11,637 Est. Cost $27.28 Unrealized +29.2%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $488 Shares 4,235 Est. Cost $139.16 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $487 Shares 2,150 Est. Cost $160.58 Unrealized +22.5%
RY ROYAL BK CDA 0.1%
Value ($000) $485 Shares 5,006 Est. Cost $60.93 Unrealized +67.9%
CSL CARLISLE COS INC 0.1%
Value ($000) $477 Shares 2,000 Est. Cost $87.17 Unrealized +173.8%
CDK GLOBAL INC 0.1%
Value ($000) $468 Shares 8,544 Est. Cost $40.75 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $436 Shares 2,494 Est. Cost $151.90 Unrealized +18.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $435 Shares 3,830 Est. Cost $120.78 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $435 Shares 7,995 Est. Cost $38.81 Unrealized +12.2%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $432 Shares 9,750 Est. Cost $56.23 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $429 Shares 35,689 Est. Cost $4.66 Unrealized +140.4%
RPM RPM INTL INC 0.1%
Value ($000) $417 Shares 5,292 Est. Cost $68.88 Unrealized +22.0%
SO SOUTHERN CO 0.1%
Value ($000) $413 Shares 5,792 Est. Cost $40.08 Unrealized +60.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $401 Shares 2,010 Est. Cost $177.40 Unrealized +19.4%
NTR NUTRIEN LTD 0.1%
Value ($000) $390 Shares 4,890 Est. Cost $37.68 Unrealized +129.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $388 Shares 4,185 Est. Cost $74.54 Unrealized +15.2%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $388 Shares 2,000 Est. Cost $20.01 Unrealized +90.5%
BX BLACKSTONE INC 0.1%
Value ($000) $383 Shares 4,200 Est. Cost $42.09 Unrealized +128.3%
KMX CARMAX INC 0.1%
Value ($000) $380 Shares 4,200 Est. Cost $57.63 Unrealized +63.2%
WAT WATERS CORP 0.1%
Value ($000) $374 Shares 1,130 Est. Cost $210.74 Unrealized +50.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $368 Shares 2,604 Est. Cost $110.72 Unrealized +6.1%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $360 Shares 4,261 Est. Cost $37.02 Unrealized +106.2%
OKE ONEOK INC NEW 0.1%
Value ($000) $355 Shares 6,400 Est. Cost $24.90 Unrealized +114.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $351 Shares 1,925 Est. Cost $158.00 Unrealized +15.8%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $347 Shares 4,500 Est. Cost $91.08 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $344 Shares 2,250 Est. Cost $104.54 Unrealized +41.5%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $341 Shares 628 Est. Cost $359.86 Unrealized +51.4%
SRE SEMPRA 0.1%
Value ($000) $338 Shares 2,250 Est. Cost $39.94 Unrealized +78.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $328 Shares 3,652 Est. Cost $47.19 Unrealized +90.6%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $322 Shares 4,910 Est. Cost $57.99 Unrealized +25.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $321 Shares 813 Est. Cost $333.07 Unrealized +27.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $316 Shares 5,683 Est. Cost $27.16 Unrealized -6.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $309 Shares 820 Est. Cost $376.83 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $305 Shares 7,311 Est. Cost $22.33 Unrealized +72.2%
DOW DOW INC 0.0%
Value ($000) $296 Shares 5,732 Est. Cost $36.65 Unrealized +41.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $295 Shares 2,812 Est. Cost $74.27 Unrealized +54.7%
NUE NUCOR CORP 0.0%
Value ($000) $292 Shares 2,800 Est. Cost $102.52 Unrealized +24.7%
CE CELANESE CORP DEL 0.0%
Value ($000) $276 Shares 2,350 Est. Cost $38.72 Unrealized +248.7%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $272 Shares 1,159 Est. Cost $166.30 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $268 Shares 7,665 Est. Cost $28.78 Unrealized +13.9%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $268 Shares 9,500 Est. Cost $26.74 Unrealized
HPQ HP INC 0.0%
Value ($000) $258 Shares 7,870 Est. Cost $17.61 Unrealized +82.1%
PNR PENTAIR PLC 0.0%
Value ($000) $249 Shares 5,430 Est. Cost $69.80 Unrealized -31.6%
NKE NIKE INC 0.0%
Value ($000) $246 Shares 2,410 Est. Cost $147.19 Unrealized -24.4%
NEM NEWMONT CORP 0.0%
Value ($000) $239 Shares 4,000 Est. Cost $49.87 Unrealized +26.9%
IEX IDEX CORP 0.0%
Value ($000) $238 Shares 1,311 Est. Cost $142.68 Unrealized +25.9%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $236 Shares 4,932 Est. Cost $35.18 Unrealized +47.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $234 Shares 4,000 Est. Cost $44.02 Unrealized +21.6%
VTRS VIATRIS INC 0.0%
Value ($000) $231 Shares 22,044 Est. Cost $13.33 Unrealized -30.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $229 Shares 825 Est. Cost $228.15 Unrealized +24.7%
ORCL ORACLE CORP 0.0%
Value ($000) $229 Shares 3,275 Est. Cost $56.06 Unrealized +24.6%
UNILEVER PLC 0.0%
Value ($000) $225 Shares 4,900 Est. Cost $60.38 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $223 Shares 4,854 Est. Cost $33.86 Unrealized +23.8%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $221 Shares 4,783 Est. Cost $60.84 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $215 Shares 400 Est. Cost $457.04 Unrealized +7.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $211 Shares 2,650 Est. Cost $67.14 Unrealized +3.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $209 Shares 5,600 Est. Cost $42.02 Unrealized -3.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $201 Shares 1,512 Est. Cost $120.31 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $198 Shares 14,765 Est. Cost $18.55 Unrealized 0.0%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $89 Shares 10,000 Est. Cost $9.80 Unrealized
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value ($000) $50 Shares 38,150 Est. Cost $2.42 Unrealized -41.2%