Cohen Klingenstein LLC Diversified Active

CIK: 0001453620 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 25, 2021

Total Value ($000): $2,001,479 (100.0% shares, 0.0% debt)

Holdings (237)

IWO iShares Russell 2000G 9.3%
Value ($000) $185,387 Shares 646,625 Est. Cost $111.51 Unrealized
DIS Walt Disney Co 7.6%
Value ($000) $151,314 Shares 835,157 Est. Cost $98.09 Unrealized +43.0%
AMZN Amazoncom 5.6%
Value ($000) $112,332 Shares 34,490 Est. Cost $25.91 Unrealized +515.8%
QQQ Invesco QQQ Trust 5.4%
Value ($000) $108,935 Shares 347,215 Est. Cost $171.47 Unrealized
PEP PepsiCo Inc 3.5%
Value ($000) $70,592 Shares 476,006 Est. Cost $88.80 Unrealized +36.5%
SPY Standard Poors DR 3.4%
Value ($000) $68,528 Shares 183,288 Est. Cost $176.30 Unrealized
AAPL Apple Inc 3.3%
Value ($000) $66,959 Shares 504,625 Est. Cost $86.74 Unrealized +34.9%
UNP Union Pacific Corp 2.6%
Value ($000) $51,163 Shares 245,715 Est. Cost $131.30 Unrealized +35.6%
CMCSA Comcast Corp Cl A 2.1%
Value ($000) $41,591 Shares 793,716 Est. Cost $29.56 Unrealized +40.9%
Berkshire Hathaway B 2.1%
Value ($000) $41,132 Shares 177,392 Est. Cost $191.43 Unrealized
LLY Eli Lilly 1.7%
Value ($000) $34,055 Shares 201,700 Est. Cost $80.03 Unrealized +76.6%
PYPL PayPal Holdings 1.7%
Value ($000) $33,593 Shares 143,437 Est. Cost $94.65 Unrealized +118.4%
JNJ Johnson Johnson 1.6%
Value ($000) $31,205 Shares 198,277 Est. Cost $97.23 Unrealized +31.2%
GOOGL Alphabet Class A 1.4%
Value ($000) $28,750 Shares 16,404 Est. Cost $57.52 Unrealized +45.2%
MSFT Microsoft Corp 1.4%
Value ($000) $28,416 Shares 127,757 Est. Cost $88.06 Unrealized +134.0%
GOOG Alphabet Class C 1.4%
Value ($000) $28,175 Shares 16,083 Est. Cost $40.60 Unrealized +106.3%
AXP American Express 1.4%
Value ($000) $27,685 Shares 228,969 Est. Cost $81.87 Unrealized +26.8%
META Facebook Inc 1.3%
Value ($000) $26,653 Shares 97,572 Est. Cost $146.65 Unrealized +85.6%
PG Procter Gamble 1.3%
Value ($000) $25,332 Shares 182,060 Est. Cost $73.89 Unrealized +66.7%
AMT American Tower 1.2%
Value ($000) $23,284 Shares 103,734 Est. Cost $139.29 Unrealized +43.4%
HON Honeywell Intl 1.1%
Value ($000) $22,125 Shares 104,022 Est. Cost $120.13 Unrealized +36.3%
Kansas City So Ind 1.1%
Value ($000) $21,250 Shares 104,100 Est. Cost $121.36 Unrealized
ADBE Adobe Inc 1.0%
Value ($000) $19,334 Shares 38,658 Est. Cost $54.18 Unrealized +791.8%
RTX Raytheon Tech 1.0%
Value ($000) $19,224 Shares 268,835 Est. Cost $54.61 Unrealized +7.0%
Broadcom Inc 0.9%
Value ($000) $18,858 Shares 43,070 Est. Cost $275.74 Unrealized
YUM Yum! Brands Inc 0.9%
Value ($000) $17,768 Shares 163,670 Est. Cost $65.43 Unrealized +41.8%
CL Colgate-Palmolive 0.9%
Value ($000) $17,547 Shares 205,200 Est. Cost $53.78 Unrealized +36.5%
ITW Illinois Tool Works 0.9%
Value ($000) $17,167 Shares 84,200 Est. Cost $104.29 Unrealized +73.6%
TMO Thermo Fisher Scien 0.8%
Value ($000) $16,885 Shares 36,251 Est. Cost $252.53 Unrealized +83.2%
Merck Co 0.8%
Value ($000) $16,763 Shares 204,926 Est. Cost $70.50 Unrealized
FDX FedEx Corp 0.7%
Value ($000) $14,724 Shares 56,714 Est. Cost $144.78 Unrealized +73.5%
Medtronic PLC 0.7%
Value ($000) $14,622 Shares 124,827 Est. Cost $84.20 Unrealized
JPM JPMorgan Chase 0.6%
Value ($000) $12,221 Shares 96,179 Est. Cost $77.78 Unrealized +26.2%
HIG Hartford Finl Ser 0.6%
Value ($000) $12,074 Shares 246,500 Est. Cost $40.52 Unrealized -4.4%
Crown Castle Intl 0.6%
Value ($000) $11,101 Shares 69,737 Est. Cost $130.18 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $10,467 Shares 44,050 Est. Cost $150.80 Unrealized +35.8%
MMM 3M Co 0.5%
Value ($000) $10,173 Shares 58,200 Est. Cost $112.65 Unrealized +4.3%
UPS United Parcel Service 0.5%
Value ($000) $10,063 Shares 59,754 Est. Cost $77.46 Unrealized +76.7%
GlaxoSmithKline ADR 0.5%
Value ($000) $9,889 Shares 268,730 Est. Cost $46.08 Unrealized
YUMC Yum China Hldgs 0.5%
Value ($000) $9,483 Shares 166,100 Est. Cost $34.16 Unrealized +64.4%
Laboratory Corp 0.5%
Value ($000) $9,303 Shares 45,706 Est. Cost $154.78 Unrealized
BAC Bank of Amer Corp 0.5%
Value ($000) $9,270 Shares 305,828 Est. Cost $15.58 Unrealized +51.9%
Royal Dutch Shell ADR 0.5%
Value ($000) $9,040 Shares 257,259 Est. Cost $62.75 Unrealized
PANW Palo Alto Networks 0.5%
Value ($000) $9,040 Shares 25,437 Est. Cost $36.70 Unrealized +27.3%
V Visa Inc 0.4%
Value ($000) $8,924 Shares 40,800 Est. Cost $124.84 Unrealized +58.0%
CRM Salesforcecom 0.4%
Value ($000) $8,837 Shares 39,713 Est. Cost $153.02 Unrealized +57.0%
TGT Target Corp 0.4%
Value ($000) $8,804 Shares 49,875 Est. Cost $47.95 Unrealized +202.1%
VMC Vulcan Materials Co 0.4%
Value ($000) $8,759 Shares 59,058 Est. Cost $108.86 Unrealized +25.7%
UNH UnitedHealth Group 0.4%
Value ($000) $8,592 Shares 24,500 Est. Cost $216.18 Unrealized +42.6%
SAP SAP AG ADR 0.4%
Value ($000) $8,443 Shares 64,755 Est. Cost $115.73 Unrealized
CABO Cable ONE 0.4%
Value ($000) $8,443 Shares 3,790 Est. Cost $366.69 Unrealized +400.6%
MA Mastercard Inc 0.4%
Value ($000) $8,210 Shares 23,000 Est. Cost $167.11 Unrealized +93.5%
NVDA Nvidia Corp 0.4%
Value ($000) $8,102 Shares 15,515 Est. Cost $4.15 Unrealized +221.8%
HD Home Depot Inc 0.4%
Value ($000) $7,895 Shares 29,724 Est. Cost $176.26 Unrealized +37.6%
INTU Intuit Inc 0.4%
Value ($000) $7,825 Shares 20,600 Est. Cost $89.36 Unrealized +280.8%
Hess Corp 0.4%
Value ($000) $7,686 Shares 145,600 Est. Cost $62.58 Unrealized
AMGN Amgen Inc 0.4%
Value ($000) $7,592 Shares 33,020 Est. Cost $73.34 Unrealized +167.7%
AMP Ameriprise Financial 0.4%
Value ($000) $7,512 Shares 38,655 Est. Cost $92.89 Unrealized +78.1%
FCX Freeport-McMoRan 0.3%
Value ($000) $6,894 Shares 264,939 Est. Cost $24.45 Unrealized -20.4%
CSCO Cisco Systems Inc 0.3%
Value ($000) $6,877 Shares 153,665 Est. Cost $27.01 Unrealized +30.6%
PFE Pfizer Inc 0.3%
Value ($000) $6,847 Shares 185,999 Est. Cost $24.49 Unrealized +16.9%
GL Globe Life Inc 0.3%
Value ($000) $6,838 Shares 72,009 Est. Cost $86.06 Unrealized -0.8%
NFLX Netflix Inc 0.3%
Value ($000) $6,759 Shares 12,500 Est. Cost $33.20 Unrealized +52.7%
T ATT Inc 0.3%
Value ($000) $6,306 Shares 219,257 Est. Cost $13.73 Unrealized +12.0%
QCOM Qualcomm Inc 0.3%
Value ($000) $6,002 Shares 39,400 Est. Cost $44.32 Unrealized +181.4%
BMY Bristol-Myers Squibb 0.3%
Value ($000) $5,900 Shares 95,116 Est. Cost $41.04 Unrealized +21.9%
WMT Walmart Inc 0.3%
Value ($000) $5,809 Shares 40,300 Est. Cost $33.13 Unrealized +36.6%
INTC Intel Corp 0.3%
Value ($000) $5,749 Shares 115,400 Est. Cost $31.51 Unrealized +39.7%
ABT Abbott Labs 0.3%
Value ($000) $5,603 Shares 51,173 Est. Cost $60.89 Unrealized +63.0%
KO Coca-Cola Co 0.3%
Value ($000) $5,550 Shares 101,200 Est. Cost $41.89 Unrealized +5.7%
ABBV Abbvie Inc 0.3%
Value ($000) $5,411 Shares 50,500 Est. Cost $55.01 Unrealized +43.5%
ACN Accenture PLC 0.3%
Value ($000) $5,355 Shares 20,500 Est. Cost $172.26 Unrealized +29.5%
VZ Verizon 0.3%
Value ($000) $5,339 Shares 90,871 Est. Cost $36.70 Unrealized +19.8%
AL Air Lease 0.3%
Value ($000) $5,270 Shares 118,639 Est. Cost $32.18 Unrealized +1.7%
ADI Analog Devices Inc 0.3%
Value ($000) $5,259 Shares 35,600 Est. Cost $48.08 Unrealized +152.1%
Citigroup Inc 0.3%
Value ($000) $5,084 Shares 82,451 Est. Cost $63.40 Unrealized
VWO Vanguard Emg Mkts ETF 0.2%
Value ($000) $4,758 Shares 94,959 Est. Cost $38.80 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $4,703 Shares 72,700 Est. Cost $40.14 Unrealized +38.3%
NKE NIKE Inc Cl B 0.2%
Value ($000) $4,598 Shares 32,500 Est. Cost $77.74 Unrealized +58.5%
MCD McDonalds Corp 0.2%
Value ($000) $4,592 Shares 21,400 Est. Cost $178.45 Unrealized +8.3%
IBM Intl Bus Machines 0.2%
Value ($000) $4,506 Shares 35,795 Est. Cost $118.94 Unrealized -21.5%
DHR Danaher Corp 0.2%
Value ($000) $4,119 Shares 18,543 Est. Cost $115.75 Unrealized +69.3%
XOM Exxon Mobil Corp 0.2%
Value ($000) $4,097 Shares 99,400 Est. Cost $56.86 Unrealized -46.6%
WY Weyerhaeuser Co 0.2%
Value ($000) $4,030 Shares 120,198 Est. Cost $19.29 Unrealized +27.0%
Costco Wholesale 0.2%
Value ($000) $3,881 Shares 10,300 Est. Cost $273.28 Unrealized
SBUX Starbucks 0.2%
Value ($000) $3,864 Shares 36,122 Est. Cost $70.62 Unrealized +20.6%
TE Connectivity LTD 0.2%
Value ($000) $3,802 Shares 31,400 Est. Cost $64.62 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $3,790 Shares 44,876 Est. Cost $84.63 Unrealized -23.2%
PLD Prologis Inc 0.2%
Value ($000) $3,690 Shares 37,026 Est. Cost $57.55 Unrealized +51.9%
PM Philip Morris Intl 0.2%
Value ($000) $3,627 Shares 43,805 Est. Cost $53.50 Unrealized +12.8%
ALL Allstate Corp 0.2%
Value ($000) $3,623 Shares 32,960 Est. Cost $37.12 Unrealized +133.4%
TXN Texas Instruments 0.2%
Value ($000) $3,594 Shares 21,900 Est. Cost $41.25 Unrealized +226.3%
NEE Nextera Energy Inc 0.2%
Value ($000) $3,580 Shares 46,400 Est. Cost $56.94 Unrealized +15.3%
LOW Lowes Cos Inc 0.2%
Value ($000) $3,539 Shares 22,050 Est. Cost $93.71 Unrealized +58.0%
BKNG Booking Holdings Inc 0.2%
Value ($000) $3,497 Shares 1,570 Est. Cost $1817.12 Unrealized +4.5%
GLW Corning Inc 0.2%
Value ($000) $3,479 Shares 96,650 Est. Cost $10.49 Unrealized +194.4%
BRK/A Berkshire Hath Cl A 0.2%
Value ($000) $3,478 Shares 10 Est. Cost $165023.42 Unrealized +100.4%
Linde PLC 0.2%
Value ($000) $3,426 Shares 13,000 Est. Cost $198.04 Unrealized
SCHF Schwab Intl Equity 0.2%
Value ($000) $3,423 Shares 95,065 Est. Cost $31.31 Unrealized
VUG Vanguard Growth ETF 0.2%
Value ($000) $3,404 Shares 13,435 Est. Cost $116.23 Unrealized
SEE Sealed Air Corp 0.2%
Value ($000) $3,279 Shares 71,600 Est. Cost $18.75 Unrealized +109.8%
Varian Med Systems 0.2%
Value ($000) $3,150 Shares 18,000 Est. Cost $67.45 Unrealized
CARR Carrier Global 0.2%
Value ($000) $3,003 Shares 79,608 Est. Cost $17.13 Unrealized +97.4%
General Electric Co 0.1%
Value ($000) $2,926 Shares 270,881 Est. Cost $17.85 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $2,809 Shares 41,578 Est. Cost $47.48 Unrealized +26.5%
SCHA Schwab US Small Cap 0.1%
Value ($000) $2,787 Shares 31,320 Est. Cost $69.94 Unrealized
WFC Wells Fargo Co 0.1%
Value ($000) $2,743 Shares 90,900 Est. Cost $37.12 Unrealized -37.9%
BA Boeing Company 0.1%
Value ($000) $2,719 Shares 12,700 Est. Cost $254.78 Unrealized -24.6%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $2,607 Shares 12,295 Est. Cost $110.51 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $2,574 Shares 44,184 Est. Cost $46.52 Unrealized +6.1%
SIEGY Siemens AG ADR 0.1%
Value ($000) $2,570 Shares 35,800 Est. Cost $84.89 Unrealized
MET Metlife Inc 0.1%
Value ($000) $2,473 Shares 52,682 Est. Cost $34.48 Unrealized +7.3%
COP ConocoPhilips 0.1%
Value ($000) $2,367 Shares 59,179 Est. Cost $51.07 Unrealized -39.8%
MS Discover Financial 0.1%
Value ($000) $2,363 Shares 31,400 Est. Cost $17.33 Unrealized +181.7%
CVS CVS Health Corp 0.1%
Value ($000) $2,352 Shares 34,439 Est. Cost $49.47 Unrealized +11.6%
ISRG Intuitive Surgical 0.1%
Value ($000) $2,307 Shares 2,820 Est. Cost $172.96 Unrealized +43.6%
Eaton Vance Tax Mngd 0.1%
Value ($000) $2,274 Shares 234,866 Est. Cost $11.12 Unrealized
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $2,242 Shares 38,353 Est. Cost $40.05 Unrealized +25.2%
LMT Lockheed Martin 0.1%
Value ($000) $2,201 Shares 6,200 Est. Cost $296.92 Unrealized +7.4%
MO Altria Group 0.1%
Value ($000) $2,116 Shares 51,605 Est. Cost $23.37 Unrealized +14.2%
GEN NortonLifeLock Inc 0.1%
Value ($000) $2,049 Shares 98,600 Est. Cost $12.38 Unrealized +46.4%
GHC Graham Holdings Co 0.1%
Value ($000) $2,022 Shares 3,790 Est. Cost $339.79 Unrealized +23.9%
IP International Paper 0.1%
Value ($000) $2,014 Shares 40,500 Est. Cost $30.27 Unrealized +18.4%
CCL Carnival Corp 0.1%
Value ($000) $2,000 Shares 92,322 Est. Cost $43.51 Unrealized -59.1%
PTC PTC Inc 0.1%
Value ($000) $1,919 Shares 16,041 Est. Cost $24.35 Unrealized +308.4%
BDX Becton Dickinson 0.1%
Value ($000) $1,909 Shares 7,630 Est. Cost $161.98 Unrealized +32.5%
ADP Automatic Data Proc 0.1%
Value ($000) $1,886 Shares 10,705 Est. Cost $129.48 Unrealized +13.9%
CTSH Cognizant Tech Sol 0.1%
Value ($000) $1,857 Shares 22,660 Est. Cost $36.88 Unrealized +90.7%
ViacomCBS Inc 0.1%
Value ($000) $1,821 Shares 48,875 Est. Cost $41.97 Unrealized
CHTR Charter Communication 0.1%
Value ($000) $1,786 Shares 2,700 Est. Cost $403.56 Unrealized +57.7%
SYK Stryker Corp 0.1%
Value ($000) $1,782 Shares 7,273 Est. Cost $175.82 Unrealized +22.0%
SPGI SP Global Inc 0.1%
Value ($000) $1,775 Shares 5,400 Est. Cost $206.56 Unrealized +56.5%
CB Chubb Ltd 0.1%
Value ($000) $1,764 Shares 11,462 Est. Cost $126.85 Unrealized +2.5%
USB US Bancorp 0.1%
Value ($000) $1,738 Shares 37,300 Est. Cost $32.16 Unrealized +5.3%
TSLA Tesla Inc 0.1%
Value ($000) $1,736 Shares 2,460 Est. Cost $102.75 Unrealized +66.1%
EA Electronic Arts 0.1%
Value ($000) $1,703 Shares 11,858 Est. Cost $19.79 Unrealized +533.8%
DE Deere and Co 0.1%
Value ($000) $1,614 Shares 6,000 Est. Cost $146.01 Unrealized +59.0%
TJX TJX Companies Inc 0.1%
Value ($000) $1,612 Shares 23,600 Est. Cost $48.67 Unrealized +16.0%
EPI Wisdom Tree India 0.1%
Value ($000) $1,566 Shares 53,600 Est. Cost $16.19 Unrealized
RMD ResMed Inc 0.1%
Value ($000) $1,470 Shares 6,915 Est. Cost $40.00 Unrealized +377.3%
EMR Emerson Electric 0.1%
Value ($000) $1,463 Shares 18,200 Est. Cost $40.02 Unrealized +67.0%
SLAB Silicon Laboratories 0.1%
Value ($000) $1,462 Shares 11,485 Est. Cost $41.29 Unrealized +172.9%
CAT Caterpillar Inc 0.1%
Value ($000) $1,456 Shares 8,000 Est. Cost $111.09 Unrealized +38.6%
BlackRock Inc 0.1%
Value ($000) $1,443 Shares 2,000 Est. Cost $445.50 Unrealized
EQIX Equinix Inc 0.1%
Value ($000) $1,428 Shares 2,000 Est. Cost $477.48 Unrealized +41.3%
VRTX Vertex Pharma 0.1%
Value ($000) $1,418 Shares 6,000 Est. Cost $176.91 Unrealized +29.7%
ZBH Zimmer Biomet 0.1%
Value ($000) $1,415 Shares 9,185 Est. Cost $67.30 Unrealized +101.1%
GS Goldman Sachs Group 0.1%
Value ($000) $1,411 Shares 5,350 Est. Cost $120.36 Unrealized +63.7%
D Dominion Energy 0.1%
Value ($000) $1,406 Shares 18,700 Est. Cost $51.12 Unrealized +24.0%
Cigna Corp 0.1%
Value ($000) $1,374 Shares 6,600 Est. Cost $151.82 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $1,346 Shares 5,030 Est. Cost $126.63 Unrealized
FXI iShares FTSE/China 25 0.1%
Value ($000) $1,333 Shares 28,700 Est. Cost $32.53 Unrealized
ICE Intercontinental Exch 0.1%
Value ($000) $1,268 Shares 11,000 Est. Cost $84.08 Unrealized +15.5%
AKAM Akamai Technologies 0.1%
Value ($000) $1,239 Shares 11,800 Est. Cost $41.83 Unrealized +150.2%
PNC PNC Financial Service 0.1%
Value ($000) $1,237 Shares 8,300 Est. Cost $104.11 Unrealized +2.3%
CSX CSX Corp 0.1%
Value ($000) $1,225 Shares 13,500 Est. Cost $21.35 Unrealized +25.6%
SCHE Schwab Emerging Mrkts 0.1%
Value ($000) $1,212 Shares 39,540 Est. Cost $26.02 Unrealized
PGR Progressive Corp 0.1%
Value ($000) $1,187 Shares 12,000 Est. Cost $64.62 Unrealized +24.7%
MRSH Marsh McLennan 0.1%
Value ($000) $1,170 Shares 10,000 Est. Cost $90.54 Unrealized +16.2%
ELV Anthem Inc 0.1%
Value ($000) $1,156 Shares 3,600 Est. Cost $251.29 Unrealized +13.9%
DD DuPont de Nemours 0.1%
Value ($000) $1,128 Shares 15,863 Est. Cost $27.24 Unrealized -12.9%
ILMN Illumina Inc 0.1%
Value ($000) $1,110 Shares 3,000 Est. Cost $294.76 Unrealized +8.1%
WM Waste Management Inc 0.1%
Value ($000) $1,097 Shares 9,300 Est. Cost $105.11 Unrealized +2.2%
BSX Boston Scientific 0.1%
Value ($000) $1,096 Shares 30,500 Est. Cost $42.37 Unrealized -14.9%
APD Air Prod Chemicals 0.1%
Value ($000) $1,093 Shares 4,000 Est. Cost $192.55 Unrealized +28.6%
SLB Schlumberger 0.1%
Value ($000) $1,074 Shares 49,201 Est. Cost $37.63 Unrealized -55.1%
INGR Ingredion Inc 0.1%
Value ($000) $1,070 Shares 13,598 Est. Cost $70.28 Unrealized +9.7%
AON Aon PLC 0.1%
Value ($000) $1,056 Shares 5,000 Est. Cost $195.70 Unrealized +0.4%
General Motors 0.1%
Value ($000) $1,041 Shares 25,000 Est. Cost $37.48 Unrealized
DELL Dell Technologies Inc 0.1%
Value ($000) $1,015 Shares 13,851 Est. Cost $24.16 Unrealized +32.1%
SYF Synchrony Financial 0.0%
Value ($000) $986 Shares 28,413 Est. Cost $25.00 Unrealized +7.0%
BIIB Biogen Inc 0.0%
Value ($000) $979 Shares 4,000 Est. Cost $232.85 Unrealized +11.3%
FLEX Flex Ltd 0.0%
Value ($000) $947 Shares 52,695 Est. Cost $5.53 Unrealized +108.8%
CME CME Group CL A 0.0%
Value ($000) $947 Shares 5,200 Est. Cost $164.33 Unrealized -15.8%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $944 Shares 7,000 Est. Cost $109.72 Unrealized +5.7%
SHW Sherwin-Williams Co 0.0%
Value ($000) $930 Shares 1,265 Est. Cost $120.91 Unrealized +87.5%
Marvell Technology 0.0%
Value ($000) $912 Shares 19,190 Est. Cost $11.72 Unrealized
Seagate Technology 0.0%
Value ($000) $909 Shares 14,630 Est. Cost $44.81 Unrealized
DOW Dow Inc 0.0%
Value ($000) $880 Shares 15,863 Est. Cost $36.37 Unrealized +7.3%
ECL Ecolab Inc 0.0%
Value ($000) $849 Shares 3,925 Est. Cost $132.91 Unrealized +48.6%
American Intl Group 0.0%
Value ($000) $825 Shares 21,788 Est. Cost $44.70 Unrealized
JHG Janus Henderson Grp 0.0%
Value ($000) $810 Shares 24,915 Est. Cost $32.71 Unrealized -12.8%
AFL Aflac Inc 0.0%
Value ($000) $800 Shares 18,000 Est. Cost $45.37 Unrealized -19.9%
PAYX Paychex Inc 0.0%
Value ($000) $792 Shares 8,500 Est. Cost $25.02 Unrealized +207.5%
COF Capital One Financial 0.0%
Value ($000) $789 Shares 7,977 Est. Cost $47.00 Unrealized +65.3%
GD General Dynamics 0.0%
Value ($000) $744 Shares 5,000 Est. Cost $160.41 Unrealized -18.6%
ZTS Zoetis Inc CL A 0.0%
Value ($000) $733 Shares 4,430 Est. Cost $114.57 Unrealized +35.7%
iShares MSCI Japan 0.0%
Value ($000) $709 Shares 10,500 Est. Cost $11.21 Unrealized
ABBNY ABB Ltd ADR 0.0%
Value ($000) $699 Shares 25,000 Est. Cost $21.67 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $694 Shares 4,815 Est. Cost $91.63 Unrealized +37.5%
Duke Energy Corp 0.0%
Value ($000) $659 Shares 7,200 Est. Cost $67.50 Unrealized
Twitter Inc 0.0%
Value ($000) $657 Shares 12,135 Est. Cost $43.68 Unrealized
HPQ HP Inc 0.0%
Value ($000) $644 Shares 26,200 Est. Cost $9.12 Unrealized +93.0%
Nordstrom Inc 0.0%
Value ($000) $618 Shares 19,790 Est. Cost $59.93 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $614 Shares 15,863 Est. Cost $25.02 Unrealized +34.9%
PGX Invesco Preferred ETF 0.0%
Value ($000) $610 Shares 40,000 Est. Cost $14.50 Unrealized
LBRDK Liberty Broadband C 0.0%
Value ($000) $605 Shares 3,822 Est. Cost $100.17 Unrealized +42.2%
NXPI NXP Semiconductors 0.0%
Value ($000) $585 Shares 3,682 Est. Cost $78.57 Unrealized +71.6%
EOG EOG Resources Inc 0.0%
Value ($000) $578 Shares 11,600 Est. Cost $61.49 Unrealized -44.5%
PFF iShares US Pre Stock 0.0%
Value ($000) $578 Shares 15,000 Est. Cost $36.53 Unrealized
PGF Invesco Finl Pre ETF 0.0%
Value ($000) $576 Shares 30,000 Est. Cost $18.27 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $567 Shares 6,000 Est. Cost $70.67 Unrealized
SO Southern Co 0.0%
Value ($000) $553 Shares 9,000 Est. Cost $26.74 Unrealized +85.2%
TPR Tapestry Inc 0.0%
Value ($000) $526 Shares 16,940 Est. Cost $32.95 Unrealized -32.1%
STT State Street Corp 0.0%
Value ($000) $523 Shares 7,190 Est. Cost $44.60 Unrealized +28.9%
TAK Takeda Pharma ADR 0.0%
Value ($000) $510 Shares 28,010 Est. Cost $20.39 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $499 Shares 6,900 Est. Cost $37.50 Unrealized +72.3%
NOC Northrop Grumman Corp 0.0%
Value ($000) $494 Shares 1,620 Est. Cost $318.69 Unrealized -11.8%
Bed Bath Beyond 0.0%
Value ($000) $480 Shares 27,050 Est. Cost $70.96 Unrealized
WU Western Union Co 0.0%
Value ($000) $472 Shares 21,515 Est. Cost $17.10 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $462 Shares 9,200 Est. Cost $20.18 Unrealized +131.3%
AEP American Elec Power 0.0%
Value ($000) $458 Shares 5,500 Est. Cost $30.44 Unrealized +136.5%
CAG Conagra Brands Inc 0.0%
Value ($000) $450 Shares 12,400 Est. Cost $17.69 Unrealized +63.3%
Liberty SiriusXM C 0.0%
Value ($000) $448 Shares 10,302 Est. Cost $30.87 Unrealized
Fidelity Natl Info 0.0%
Value ($000) $433 Shares 3,060 Est. Cost $113.24 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $432 Shares 23,072 Est. Cost $13.33 Unrealized 0.0%
VSAT ViaSat Inc 0.0%
Value ($000) $430 Shares 13,155 Est. Cost $59.61 Unrealized -42.3%
FOXA Fox Corp 0.0%
Value ($000) $397 Shares 13,638 Est. Cost $35.41 Unrealized -26.1%
IDCC InterDigital Inc 0.0%
Value ($000) $396 Shares 6,533 Est. Cost $45.14 Unrealized +32.7%
DOX Amdocs Limited 0.0%
Value ($000) $382 Shares 5,382 Est. Cost $28.59 Unrealized +97.1%
XLK Tech Sector SPDR 0.0%
Value ($000) $366 Shares 2,818 Est. Cost $74.04 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $346 Shares 8,200 Est. Cost $15.41 Unrealized +59.8%
MDY SP MidCap 400 0.0%
Value ($000) $336 Shares 800 Est. Cost $253.75 Unrealized
BHC Bausch Health 0.0%
Value ($000) $328 Shares 15,787 Est. Cost $22.90 Unrealized -18.5%
LW Lamb Weston Hldgs 0.0%
Value ($000) $325 Shares 4,133 Est. Cost $46.74 Unrealized +43.3%
EFA iShares MSCI EAFE 0.0%
Value ($000) $314 Shares 4,300 Est. Cost $57.21 Unrealized
HPE Hewlett Packard Enter 0.0%
Value ($000) $310 Shares 26,200 Est. Cost $6.50 Unrealized +38.4%
SPG Simon Property Group 0.0%
Value ($000) $264 Shares 3,100 Est. Cost $45.55 Unrealized +26.5%
Liberty Global Ser C 0.0%
Value ($000) $256 Shares 10,827 Est. Cost $50.32 Unrealized
Discovery Inc C 0.0%
Value ($000) $252 Shares 9,615 Est. Cost $26.21 Unrealized
NWSA News Corp 0.0%
Value ($000) $245 Shares 13,640 Est. Cost $13.44 Unrealized +14.7%
NUS Nu Skin Ent Inc 0.0%
Value ($000) $229 Shares 4,200 Est. Cost $39.33 Unrealized +11.8%
RCL Royal Caribbean Cru 0.0%
Value ($000) $224 Shares 3,000 Est. Cost $68.51 Unrealized 0.0%
Liberty SiriusXM A 0.0%
Value ($000) $222 Shares 5,151 Est. Cost $43.10 Unrealized
IJR iShares Core SP SC 0.0%
Value ($000) $221 Shares 2,400 Est. Cost $92.08 Unrealized
LBRDA Liberty Broadband A 0.0%
Value ($000) $202 Shares 1,285 Est. Cost $141.35 Unrealized 0.0%
Qurate Retail Inc 0.0%
Value ($000) $163 Shares 14,843 Est. Cost $21.22 Unrealized