Cohen Klingenstein LLC Diversified Active

CIK: 0001453620 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 17, 2019

Total Value ($000): $1,591,075 (100.0% shares, 0.0% debt)

Holdings (239)

IWO iShares Russell 2000G 8.1%
Value ($000) $128,167 Shares 665,008 Est. Cost $111.51 Unrealized
DIS Walt Disney Co 7.8%
Value ($000) $123,751 Shares 949,595 Est. Cost $98.09 Unrealized +36.9%
QQQ Invesco QQQ Trust 4.4%
Value ($000) $69,850 Shares 369,951 Est. Cost $171.47 Unrealized
PEP PepsiCo Inc 4.1%
Value ($000) $65,871 Shares 480,461 Est. Cost $88.80 Unrealized +23.1%
AMZN Amazoncom 4.1%
Value ($000) $65,697 Shares 37,846 Est. Cost $25.91 Unrealized +257.8%
SPY Standard Poors DR 3.7%
Value ($000) $58,554 Shares 197,303 Est. Cost $174.62 Unrealized
UNP Union Pacific Corp 2.5%
Value ($000) $39,801 Shares 245,715 Est. Cost $131.30 Unrealized +11.0%
Berkshire Hathaway B 2.3%
Value ($000) $37,221 Shares 178,928 Est. Cost $191.43 Unrealized
CMCSA Comcast Corp Cl A 2.2%
Value ($000) $35,781 Shares 793,716 Est. Cost $29.56 Unrealized +26.9%
AAPL Apple Inc 1.8%
Value ($000) $28,261 Shares 126,181 Est. Cost $29.04 Unrealized +72.9%
AXP American Express 1.7%
Value ($000) $27,148 Shares 229,520 Est. Cost $81.87 Unrealized +37.5%
JNJ Johnson Johnson 1.6%
Value ($000) $25,656 Shares 198,302 Est. Cost $97.23 Unrealized +13.1%
AMT American Tower 1.5%
Value ($000) $23,487 Shares 106,214 Est. Cost $139.29 Unrealized +31.7%
LLY Eli Lilly 1.4%
Value ($000) $22,657 Shares 202,600 Est. Cost $80.03 Unrealized +28.3%
PG Procter Gamble 1.4%
Value ($000) $22,645 Shares 182,060 Est. Cost $73.89 Unrealized +36.7%
GOOGL Alphabet Class A 1.3%
Value ($000) $20,032 Shares 16,404 Est. Cost $57.52 Unrealized +2.2%
GOOG Alphabet Class C 1.2%
Value ($000) $19,605 Shares 16,083 Est. Cost $40.60 Unrealized +44.7%
YUM Yum! Brands Inc 1.2%
Value ($000) $18,565 Shares 163,670 Est. Cost $65.43 Unrealized +55.2%
MSFT Microsoft Corp 1.1%
Value ($000) $17,752 Shares 127,682 Est. Cost $88.06 Unrealized +47.5%
HON Honeywell Intl 1.1%
Value ($000) $17,601 Shares 104,022 Est. Cost $120.13 Unrealized +16.0%
META Facebook Inc 1.1%
Value ($000) $17,376 Shares 97,572 Est. Cost $146.65 Unrealized +28.7%
Merck Co 1.1%
Value ($000) $17,251 Shares 204,926 Est. Cost $70.50 Unrealized
Royal Dutch Shell ADR 1.0%
Value ($000) $16,464 Shares 279,759 Est. Cost $62.75 Unrealized
Raytheon Co 1.0%
Value ($000) $15,852 Shares 80,799 Est. Cost $165.48 Unrealized
PYPL PayPal Holdings 1.0%
Value ($000) $15,240 Shares 147,117 Est. Cost $94.65 Unrealized +16.1%
CL Colgate-Palmolive 0.9%
Value ($000) $15,084 Shares 205,200 Est. Cost $53.78 Unrealized +16.3%
HIG Hartford Finl Ser 0.9%
Value ($000) $14,940 Shares 246,500 Est. Cost $40.52 Unrealized +25.4%
Kansas City So Ind 0.9%
Value ($000) $13,846 Shares 104,100 Est. Cost $121.36 Unrealized
Medtronic PLC 0.9%
Value ($000) $13,559 Shares 124,827 Est. Cost $84.20 Unrealized
JPM JPMorgan Chase 0.8%
Value ($000) $13,449 Shares 114,279 Est. Cost $77.78 Unrealized +22.2%
ITW Illinois Tool Works 0.8%
Value ($000) $13,176 Shares 84,200 Est. Cost $104.29 Unrealized +24.8%
Broadcom Limited 0.7%
Value ($000) $11,890 Shares 43,070 Est. Cost $275.74 Unrealized
GlaxoSmithKline ADR 0.7%
Value ($000) $11,469 Shares 268,730 Est. Cost $46.08 Unrealized
United Technologies 0.7%
Value ($000) $11,414 Shares 83,608 Est. Cost $122.64 Unrealized
ADBE Adobe Systems Inc 0.7%
Value ($000) $10,679 Shares 38,658 Est. Cost $54.18 Unrealized +438.9%
TMO Thermo Fisher Scien 0.7%
Value ($000) $10,559 Shares 36,251 Est. Cost $252.53 Unrealized +11.5%
T ATT Inc 0.6%
Value ($000) $9,863 Shares 260,657 Est. Cost $13.73 Unrealized +23.9%
Crown Castle Intl 0.6%
Value ($000) $9,694 Shares 69,737 Est. Cost $130.18 Unrealized
MMM 3M Co 0.6%
Value ($000) $9,568 Shares 58,200 Est. Cost $112.65 Unrealized -1.8%
VMC Vulcan Materials Co 0.6%
Value ($000) $8,932 Shares 59,058 Est. Cost $108.86 Unrealized +22.8%
BAC Bank of Amer Corp 0.6%
Value ($000) $8,916 Shares 305,665 Est. Cost $15.58 Unrealized +57.7%
AL Air Lease 0.6%
Value ($000) $8,913 Shares 213,139 Est. Cost $32.18 Unrealized +13.3%
Hess Corp 0.6%
Value ($000) $8,806 Shares 145,600 Est. Cost $62.58 Unrealized
FDX Federal Express 0.5%
Value ($000) $8,256 Shares 56,714 Est. Cost $144.78 Unrealized -1.0%
PANW Palo Alto Networks 0.5%
Value ($000) $7,937 Shares 38,937 Est. Cost $36.70 Unrealized -3.6%
NSC Norfolk Southern Corp 0.5%
Value ($000) $7,914 Shares 44,050 Est. Cost $150.80 Unrealized +7.1%
Laboratory Corp 0.5%
Value ($000) $7,746 Shares 46,106 Est. Cost $154.78 Unrealized
SAP SAP AG ADR 0.5%
Value ($000) $7,633 Shares 64,755 Est. Cost $115.73 Unrealized
YUMC Yum China Hldgs 0.5%
Value ($000) $7,546 Shares 166,100 Est. Cost $34.16 Unrealized +30.7%
Citigroup Inc 0.5%
Value ($000) $7,423 Shares 107,451 Est. Cost $63.40 Unrealized
UPS United Parcel Service 0.5%
Value ($000) $7,160 Shares 59,754 Est. Cost $77.46 Unrealized +14.8%
CSCO Cisco Systems Inc 0.4%
Value ($000) $7,059 Shares 142,865 Est. Cost $26.14 Unrealized +63.7%
XOM Exxon Mobil Corp 0.4%
Value ($000) $7,019 Shares 99,400 Est. Cost $56.86 Unrealized -5.4%
V Visa Inc 0.4%
Value ($000) $7,018 Shares 40,800 Est. Cost $124.84 Unrealized +36.4%
HD Home Depot Inc 0.4%
Value ($000) $6,897 Shares 29,724 Est. Cost $176.26 Unrealized +6.1%
GL Global Life Inc 0.4%
Value ($000) $6,896 Shares 72,009 Est. Cost $86.06 Unrealized 0.0%
AMGN Amgen Inc 0.4%
Value ($000) $6,390 Shares 33,020 Est. Cost $73.34 Unrealized +115.4%
MA Mastercard Inc 0.4%
Value ($000) $6,246 Shares 23,000 Est. Cost $167.11 Unrealized +59.2%
PFE Pfizer Inc 0.4%
Value ($000) $6,191 Shares 172,299 Est. Cost $24.31 Unrealized +11.1%
INTC Intel Corp 0.4%
Value ($000) $5,947 Shares 115,400 Est. Cost $31.51 Unrealized +36.6%
CRM Salesforcecom 0.4%
Value ($000) $5,895 Shares 39,713 Est. Cost $153.02 Unrealized -1.9%
AMP Ameriprise Financial 0.4%
Value ($000) $5,686 Shares 38,655 Est. Cost $92.89 Unrealized +34.8%
CCL Carnival Corp 0.3%
Value ($000) $5,516 Shares 126,184 Est. Cost $43.51 Unrealized +3.0%
KO Coca-Cola Co 0.3%
Value ($000) $5,509 Shares 101,200 Est. Cost $41.89 Unrealized +4.9%
IBM Intl Bus Machines 0.3%
Value ($000) $5,486 Shares 37,725 Est. Cost $118.94 Unrealized -13.8%
VZ Verizon 0.3%
Value ($000) $5,485 Shares 90,871 Est. Cost $36.70 Unrealized +10.2%
INTU Intuit Inc 0.3%
Value ($000) $5,478 Shares 20,600 Est. Cost $89.36 Unrealized +195.4%
TGT Target Corp 0.3%
Value ($000) $5,332 Shares 49,875 Est. Cost $47.95 Unrealized +67.6%
UNH UnitedHealth Group 0.3%
Value ($000) $5,324 Shares 24,500 Est. Cost $216.18 Unrealized +0.4%
CVX Chevron-Texaco Corp 0.3%
Value ($000) $5,322 Shares 44,876 Est. Cost $84.63 Unrealized +8.2%
VWO Vanguard Emg Mkts ETF 0.3%
Value ($000) $5,316 Shares 132,049 Est. Cost $38.80 Unrealized
COP ConocoPhilips 0.3%
Value ($000) $5,150 Shares 90,379 Est. Cost $51.07 Unrealized -11.3%
Celgene Corp 0.3%
Value ($000) $4,977 Shares 50,116 Est. Cost $96.48 Unrealized
BA Boeing Company 0.3%
Value ($000) $4,832 Shares 12,700 Est. Cost $254.78 Unrealized +38.3%
WMT Wal Mart Stores 0.3%
Value ($000) $4,783 Shares 40,300 Est. Cost $33.13 Unrealized +4.0%
CABO Cable ONE 0.3%
Value ($000) $4,755 Shares 3,790 Est. Cost $366.69 Unrealized +212.1%
MCD McDonalds Corp 0.3%
Value ($000) $4,595 Shares 21,400 Est. Cost $178.45 Unrealized +3.5%
WFC Wells Fargo Co 0.3%
Value ($000) $4,585 Shares 90,900 Est. Cost $37.12 Unrealized +7.2%
ABT Abbott Labs 0.3%
Value ($000) $4,282 Shares 51,173 Est. Cost $60.89 Unrealized +24.9%
CVS CVS Corp 0.3%
Value ($000) $4,033 Shares 63,939 Est. Cost $49.47 Unrealized -2.2%
ORCL Oracle Corp 0.3%
Value ($000) $4,001 Shares 72,700 Est. Cost $40.14 Unrealized +25.5%
ADI Analog Devices Inc 0.3%
Value ($000) $3,978 Shares 35,600 Est. Cost $48.08 Unrealized +109.8%
ACN Accenture PLC 0.2%
Value ($000) $3,943 Shares 20,500 Est. Cost $172.26 Unrealized +2.5%
ABBV Abbvie Inc 0.2%
Value ($000) $3,824 Shares 50,500 Est. Cost $55.01 Unrealized -4.4%
ALL Allstate Corp 0.2%
Value ($000) $3,582 Shares 32,960 Est. Cost $37.12 Unrealized +141.5%
CBS Corp CL B 0.2%
Value ($000) $3,439 Shares 85,175 Est. Cost $47.53 Unrealized
NFLX Netflix Inc 0.2%
Value ($000) $3,345 Shares 12,500 Est. Cost $33.20 Unrealized -5.8%
WY Weyerhaeuser Co 0.2%
Value ($000) $3,329 Shares 120,198 Est. Cost $19.29 Unrealized +6.4%
PM Philip Morris Intl 0.2%
Value ($000) $3,326 Shares 43,805 Est. Cost $53.50 Unrealized +6.0%
SBUX Starbucks 0.2%
Value ($000) $3,194 Shares 36,122 Est. Cost $70.62 Unrealized +14.2%
PLD Prologis Inc 0.2%
Value ($000) $3,155 Shares 37,026 Est. Cost $57.55 Unrealized +20.4%
BRK/A Berkshire Hath Cl A 0.2%
Value ($000) $3,118 Shares 10 Est. Cost $165023.42 Unrealized +87.5%
BKNG Booking Holdings Inc 0.2%
Value ($000) $3,081 Shares 1,570 Est. Cost $1817.12 Unrealized +4.8%
NKE NIKE Inc Cl B 0.2%
Value ($000) $3,052 Shares 32,500 Est. Cost $77.74 Unrealized +1.3%
SCHF Schwab Intl Equity 0.2%
Value ($000) $3,029 Shares 95,065 Est. Cost $31.31 Unrealized
QCOM Qualcomm Inc 0.2%
Value ($000) $3,005 Shares 39,400 Est. Cost $44.32 Unrealized +46.6%
MET Metlife Inc 0.2%
Value ($000) $3,003 Shares 63,682 Est. Cost $34.48 Unrealized +11.6%
SEE Sealed Air Corp 0.2%
Value ($000) $2,972 Shares 71,600 Est. Cost $18.75 Unrealized +100.5%
Costco Wholesale 0.2%
Value ($000) $2,968 Shares 10,300 Est. Cost $273.28 Unrealized
TE Connectivity LTD 0.2%
Value ($000) $2,926 Shares 31,400 Est. Cost $64.62 Unrealized
TXN Texas Instruments 0.2%
Value ($000) $2,830 Shares 21,900 Est. Cost $41.25 Unrealized +149.4%
GILD Gilead Sciences Inc 0.2%
Value ($000) $2,800 Shares 44,184 Est. Cost $46.52 Unrealized +9.6%
GLW Corning Inc 0.2%
Value ($000) $2,756 Shares 96,650 Est. Cost $10.49 Unrealized +138.3%
NEE Nextera Energy Inc 0.2%
Value ($000) $2,703 Shares 11,600 Est. Cost $30.83 Unrealized +50.0%
NVDA Nvidia Corp 0.2%
Value ($000) $2,696 Shares 15,490 Est. Cost $4.15 Unrealized +0.8%
DHR Danaher Corp 0.2%
Value ($000) $2,678 Shares 18,543 Est. Cost $115.75 Unrealized +5.2%
FCX Freeport-McMoRan 0.2%
Value ($000) $2,535 Shares 264,939 Est. Cost $24.45 Unrealized -61.1%
Linde PLC 0.2%
Value ($000) $2,518 Shares 13,000 Est. Cost $198.04 Unrealized
GHC Graham Holdings Co 0.2%
Value ($000) $2,514 Shares 3,790 Est. Cost $339.79 Unrealized +95.1%
LOW Lowes Cos Inc 0.2%
Value ($000) $2,425 Shares 22,050 Est. Cost $93.71 Unrealized +0.3%
General Electric Co 0.2%
Value ($000) $2,422 Shares 270,881 Est. Cost $17.85 Unrealized
LMT Lockheed Martin 0.2%
Value ($000) $2,418 Shares 6,200 Est. Cost $296.92 Unrealized +6.6%
SLB Schlumberger 0.2%
Value ($000) $2,399 Shares 70,201 Est. Cost $37.63 Unrealized -17.7%
Eaton Vance Tax Mngd 0.2%
Value ($000) $2,396 Shares 247,996 Est. Cost $11.12 Unrealized
Symantec Corp 0.1%
Value ($000) $2,330 Shares 98,600 Est. Cost $21.00 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $2,282 Shares 45,000 Est. Cost $36.42 Unrealized +1.0%
SCHA Schwab US Small Cap 0.1%
Value ($000) $2,184 Shares 31,320 Est. Cost $69.94 Unrealized
Varian Med Systems 0.1%
Value ($000) $2,144 Shares 18,000 Est. Cost $67.45 Unrealized
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $2,122 Shares 38,353 Est. Cost $40.05 Unrealized +16.6%
MO Altria Group 0.1%
Value ($000) $2,111 Shares 51,605 Est. Cost $23.37 Unrealized +18.1%
VUG Vanguard Growth ETF 0.1%
Value ($000) $2,103 Shares 12,650 Est. Cost $110.17 Unrealized
USB US Bancorp 0.1%
Value ($000) $2,064 Shares 37,300 Est. Cost $32.16 Unrealized +27.9%
BDX Becton Dickinson 0.1%
Value ($000) $1,930 Shares 7,630 Est. Cost $161.98 Unrealized +38.0%
SIEGY Siemens AG ADR 0.1%
Value ($000) $1,918 Shares 35,800 Est. Cost $84.89 Unrealized
CB Chubb Ltd 0.1%
Value ($000) $1,850 Shares 11,462 Est. Cost $126.85 Unrealized +9.8%
ADP Automatic Data 0.1%
Value ($000) $1,728 Shares 10,705 Est. Cost $129.48 Unrealized +11.2%
MS Discover Financial 0.1%
Value ($000) $1,708 Shares 31,400 Est. Cost $17.33 Unrealized +102.1%
IP International Paper 0.1%
Value ($000) $1,694 Shares 40,500 Est. Cost $30.27 Unrealized -3.0%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $1,670 Shares 11,275 Est. Cost $103.63 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $1,573 Shares 7,273 Est. Cost $175.82 Unrealized +13.9%
ISRG Intuitive Surgical 0.1%
Value ($000) $1,523 Shares 2,820 Est. Cost $172.96 Unrealized 0.0%
D Dominion Energy 0.1%
Value ($000) $1,515 Shares 18,700 Est. Cost $51.12 Unrealized +14.2%
CTSH Cognizant Tech Sol 0.1%
Value ($000) $1,366 Shares 22,660 Est. Cost $36.88 Unrealized +55.7%
SLAB Silicon Laboratories 0.1%
Value ($000) $1,328 Shares 11,924 Est. Cost $41.29 Unrealized +162.2%
SPGI SP Global Inc 0.1%
Value ($000) $1,323 Shares 5,400 Est. Cost $206.56 Unrealized +14.7%
TJX TJX Company 0.1%
Value ($000) $1,315 Shares 23,600 Est. Cost $48.67 Unrealized +2.9%
EPI Wisdom Tree India 0.1%
Value ($000) $1,278 Shares 53,600 Est. Cost $16.19 Unrealized
ZBH Zimmer Biomet 0.1%
Value ($000) $1,261 Shares 9,185 Est. Cost $67.30 Unrealized +82.2%
BSX Boston Scientific 0.1%
Value ($000) $1,241 Shares 30,500 Est. Cost $42.37 Unrealized 0.0%
EMR Emerson Electric 0.1%
Value ($000) $1,217 Shares 18,200 Est. Cost $40.02 Unrealized +35.8%
American Intl Group 0.1%
Value ($000) $1,214 Shares 21,788 Est. Cost $44.70 Unrealized
PNC PNC Financial Service 0.1%
Value ($000) $1,163 Shares 8,300 Est. Cost $104.11 Unrealized +3.4%
EA Electronic Arts 0.1%
Value ($000) $1,160 Shares 11,858 Est. Cost $19.79 Unrealized +361.6%
EQIX Equinix Inc 0.1%
Value ($000) $1,154 Shares 2,000 Est. Cost $477.48 Unrealized 0.0%
FXI iShares FTSE/China 25 0.1%
Value ($000) $1,142 Shares 28,700 Est. Cost $32.53 Unrealized
DD DuPont de Nemours 0.1%
Value ($000) $1,131 Shares 15,863 Est. Cost $27.24 Unrealized -4.9%
CHTR Charter Communication 0.1%
Value ($000) $1,113 Shares 2,700 Est. Cost $403.56 Unrealized 0.0%
INGR Ingredion Inc 0.1%
Value ($000) $1,112 Shares 13,598 Est. Cost $70.28 Unrealized +12.9%
GS Goldman Sachs Group 0.1%
Value ($000) $1,109 Shares 5,350 Est. Cost $120.36 Unrealized +49.2%
CME CME Group CL A 0.1%
Value ($000) $1,099 Shares 5,200 Est. Cost $164.33 Unrealized 0.0%
PTC PTC Inc 0.1%
Value ($000) $1,094 Shares 16,041 Est. Cost $24.35 Unrealized +200.0%
AKAM Akamai Technologies 0.1%
Value ($000) $1,078 Shares 11,800 Est. Cost $41.83 Unrealized +107.5%
WM Waste Management Inc 0.1%
Value ($000) $1,070 Shares 9,300 Est. Cost $105.11 Unrealized 0.0%
VSAT ViaSat Inc 0.1%
Value ($000) $1,051 Shares 13,948 Est. Cost $59.61 Unrealized +33.6%
VRTX Vertex Pharma 0.1%
Value ($000) $1,017 Shares 6,000 Est. Cost $176.91 Unrealized 0.0%
ICE Intercontinental Exch 0.1%
Value ($000) $1,015 Shares 11,000 Est. Cost $84.08 Unrealized 0.0%
DE Deere and Co 0.1%
Value ($000) $1,012 Shares 6,000 Est. Cost $146.01 Unrealized 0.0%
CAT Caterpillar Inc 0.1%
Value ($000) $1,010 Shares 8,000 Est. Cost $111.09 Unrealized 0.0%
Cigna Corp 0.1%
Value ($000) $1,002 Shares 6,600 Est. Cost $151.82 Unrealized
MRSH Marsh McLennan 0.1%
Value ($000) $1,001 Shares 10,000 Est. Cost $90.54 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $994 Shares 7,000 Est. Cost $109.72 Unrealized 0.0%
SCHE Schwab Emerging Mrkts 0.1%
Value ($000) $994 Shares 39,540 Est. Cost $26.02 Unrealized
SYF Synchrony Financial 0.1%
Value ($000) $969 Shares 28,413 Est. Cost $25.00 Unrealized +17.0%
Aon PLC 0.1%
Value ($000) $968 Shares 5,000 Est. Cost $193.60 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $942 Shares 18,000 Est. Cost $45.37 Unrealized 0.0%
General Motors 0.1%
Value ($000) $937 Shares 25,000 Est. Cost $37.48 Unrealized
CSX CSX Corp 0.1%
Value ($000) $935 Shares 13,500 Est. Cost $21.35 Unrealized 0.0%
RMD ResMed Inc 0.1%
Value ($000) $934 Shares 6,915 Est. Cost $40.00 Unrealized +210.0%
BIIB Biogen Idec Inc 0.1%
Value ($000) $931 Shares 4,000 Est. Cost $232.85 Unrealized 0.0%
PGR Progressive Corp 0.1%
Value ($000) $927 Shares 12,000 Est. Cost $64.62 Unrealized 0.0%
GD General Dynamics 0.1%
Value ($000) $914 Shares 5,000 Est. Cost $160.41 Unrealized 0.0%
ILMN Illumina Inc 0.1%
Value ($000) $913 Shares 3,000 Est. Cost $294.76 Unrealized 0.0%
BlackRock Inc 0.1%
Value ($000) $891 Shares 2,000 Est. Cost $445.50 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $888 Shares 4,880 Est. Cost $124.41 Unrealized
APD Air Prod Chemicals 0.1%
Value ($000) $887 Shares 4,000 Est. Cost $192.55 Unrealized 0.0%
ELV Anthem Inc 0.1%
Value ($000) $864 Shares 3,600 Est. Cost $251.29 Unrealized 0.0%
EOG EOG Resources Inc 0.1%
Value ($000) $861 Shares 11,600 Est. Cost $61.49 Unrealized 0.0%
Seagate Technology 0.0%
Value ($000) $787 Shares 14,630 Est. Cost $44.81 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $777 Shares 3,925 Est. Cost $132.91 Unrealized +40.8%
DOW Dow Inc 0.0%
Value ($000) $756 Shares 15,863 Est. Cost $36.37 Unrealized -10.0%
COF Capital One Financial 0.0%
Value ($000) $726 Shares 7,977 Est. Cost $47.00 Unrealized +71.6%
DELL Dell Technologies Inc 0.0%
Value ($000) $718 Shares 13,851 Est. Cost $24.16 Unrealized +0.5%
PAYX Paychex Inc 0.0%
Value ($000) $704 Shares 8,500 Est. Cost $25.02 Unrealized +176.3%
SHW Sherwin-Williams Co 0.0%
Value ($000) $696 Shares 1,265 Est. Cost $120.91 Unrealized +33.0%
Duke Energy Corp 0.0%
Value ($000) $690 Shares 7,200 Est. Cost $67.50 Unrealized
Nordstrom Inc 0.0%
Value ($000) $666 Shares 19,790 Est. Cost $59.93 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $652 Shares 6,900 Est. Cost $37.50 Unrealized +88.1%
NOC Northrop Grumman Corp 0.0%
Value ($000) $607 Shares 1,620 Est. Cost $318.69 Unrealized 0.0%
PGX Invesco Preferred ETF 0.0%
Value ($000) $601 Shares 40,000 Est. Cost $14.50 Unrealized
iShares MSCI Japan 0.0%
Value ($000) $596 Shares 10,500 Est. Cost $11.21 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $571 Shares 4,815 Est. Cost $91.63 Unrealized +11.1%
PFF iShares US Pre Stock 0.0%
Value ($000) $563 Shares 15,000 Est. Cost $36.53 Unrealized
PGF Invesco Finl Pre ETF 0.0%
Value ($000) $563 Shares 30,000 Est. Cost $18.27 Unrealized
JHG Janus Henderson Grp 0.0%
Value ($000) $560 Shares 24,915 Est. Cost $32.71 Unrealized -36.4%
SO Southern Co 0.0%
Value ($000) $556 Shares 9,000 Est. Cost $26.74 Unrealized +69.3%
ZTS Zoetis Inc CL A 0.0%
Value ($000) $552 Shares 4,430 Est. Cost $114.57 Unrealized 0.0%
FLEX Flex Ltd 0.0%
Value ($000) $551 Shares 52,695 Est. Cost $5.53 Unrealized +38.9%
NVS Novartis AG ADR 0.0%
Value ($000) $521 Shares 6,000 Est. Cost $70.67 Unrealized
Altaba Inc 0.0%
Value ($000) $516 Shares 26,470 Est. Cost $54.48 Unrealized
AEP American Elec Power 0.0%
Value ($000) $515 Shares 5,500 Est. Cost $30.44 Unrealized +137.9%
Twitter Inc 0.0%
Value ($000) $500 Shares 12,135 Est. Cost $43.68 Unrealized
WU Western Union Co 0.0%
Value ($000) $499 Shares 21,515 Est. Cost $17.10 Unrealized
HPQ HP Inc 0.0%
Value ($000) $496 Shares 26,200 Est. Cost $9.12 Unrealized +72.5%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $492 Shares 25,000 Est. Cost $21.67 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $483 Shares 3,100 Est. Cost $88.80 Unrealized +22.7%
TAK Takeda Pharma ADR 0.0%
Value ($000) $482 Shares 28,010 Est. Cost $20.39 Unrealized
Marvell Technology 0.0%
Value ($000) $479 Shares 19,190 Est. Cost $11.72 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $444 Shares 15,863 Est. Cost $25.02 Unrealized +6.6%
TPR Tapestry Inc 0.0%
Value ($000) $441 Shares 16,940 Est. Cost $32.95 Unrealized -32.1%
Liberty SiriusXM C 0.0%
Value ($000) $432 Shares 10,302 Est. Cost $30.87 Unrealized
FOXA Fox Corp 0.0%
Value ($000) $430 Shares 13,638 Est. Cost $35.41 Unrealized -10.3%
STT State Street Corp 0.0%
Value ($000) $426 Shares 7,190 Est. Cost $44.60 Unrealized +0.9%
Fidelity Natl Info 0.0%
Value ($000) $406 Shares 3,060 Est. Cost $113.24 Unrealized
NXPI NXP Semiconductors 0.0%
Value ($000) $402 Shares 3,682 Est. Cost $78.57 Unrealized +16.9%
HPE Hewlett Packard Enter 0.0%
Value ($000) $397 Shares 26,200 Est. Cost $6.50 Unrealized +78.3%
EXC Exelon Corp 0.0%
Value ($000) $396 Shares 8,200 Est. Cost $15.41 Unrealized +73.8%
IDCC InterDigital Inc 0.0%
Value ($000) $389 Shares 7,420 Est. Cost $45.14 Unrealized +25.2%
CAG ConAgra Foods Inc 0.0%
Value ($000) $380 Shares 12,400 Est. Cost $17.69 Unrealized +25.4%
BP BP PLC ADR 0.0%
Value ($000) $380 Shares 10,000 Est. Cost $43.70 Unrealized
BHC Bausch Health 0.0%
Value ($000) $366 Shares 16,738 Est. Cost $22.90 Unrealized -0.1%
EBAY eBay Inc 0.0%
Value ($000) $359 Shares 9,200 Est. Cost $20.18 Unrealized +78.4%
DOX Amdocs Limited 0.0%
Value ($000) $356 Shares 5,382 Est. Cost $28.59 Unrealized +96.6%
Legg Mason Inc 0.0%
Value ($000) $338 Shares 8,850 Est. Cost $31.00 Unrealized
Bed Bath Beyond 0.0%
Value ($000) $331 Shares 31,100 Est. Cost $70.96 Unrealized
RCL Royal Caribbean Cru 0.0%
Value ($000) $325 Shares 3,000 Est. Cost $53.95 Unrealized +96.2%
LW Lamb Weston Hldgs 0.0%
Value ($000) $301 Shares 4,133 Est. Cost $46.74 Unrealized +32.9%
MDY SP MidCap 400 0.0%
Value ($000) $282 Shares 800 Est. Cost $253.75 Unrealized
EFA iShares MSCI EAFE 0.0%
Value ($000) $280 Shares 4,300 Est. Cost $57.21 Unrealized
LBRDK Liberty Broadband C 0.0%
Value ($000) $269 Shares 2,574 Est. Cost $79.67 Unrealized +22.6%
Liberty Global Ser C 0.0%
Value ($000) $258 Shares 10,827 Est. Cost $50.32 Unrealized
Discovery Inc C 0.0%
Value ($000) $237 Shares 9,615 Est. Cost $25.48 Unrealized
XLK Tech Sector SPDR 0.0%
Value ($000) $227 Shares 2,818 Est. Cost $74.04 Unrealized
Telephone Data 0.0%
Value ($000) $215 Shares 8,348 Est. Cost $24.68 Unrealized
Liberty SiriusXM A 0.0%
Value ($000) $214 Shares 5,151 Est. Cost $41.55 Unrealized
VREX Varex Imaging 0.0%
Value ($000) $205 Shares 7,200 Est. Cost $30.22 Unrealized -4.3%
NWSA News Corp 0.0%
Value ($000) $190 Shares 13,640 Est. Cost $13.44 Unrealized -4.9%
Qurate Retail Inc 0.0%
Value ($000) $153 Shares 14,843 Est. Cost $21.22 Unrealized
Avon Products Inc 0.0%
Value ($000) $49 Shares 11,095 Est. Cost $21.00 Unrealized
McDermott Intl 0.0%
Value ($000) $27 Shares 13,184 Est. Cost $19.65 Unrealized