Cohen Klingenstein LLC Diversified Active

CIK: 0001453620 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 15, 2021

Total Value ($000): $2,167,491 (100.0% shares, 0.0% debt)

Holdings (238)

IWO iShares Russell 2000G 9.0%
Value ($000) $194,466 Shares 646,625 Est. Cost $111.51 Unrealized
DIS Walt Disney Co 7.1%
Value ($000) $154,000 Shares 834,597 Est. Cost $98.09 Unrealized +83.7%
QQQ Invesco QQQ Trust 5.1%
Value ($000) $110,807 Shares 347,215 Est. Cost $171.47 Unrealized
AMZN Amazoncom 4.9%
Value ($000) $106,322 Shares 34,363 Est. Cost $25.91 Unrealized +511.7%
AAPL Apple Inc 3.8%
Value ($000) $81,917 Shares 670,625 Est. Cost $96.22 Unrealized +30.0%
SPY Standard Poors DR 3.4%
Value ($000) $72,738 Shares 183,528 Est. Cost $176.30 Unrealized
MSFT Microsoft Corp 3.3%
Value ($000) $71,735 Shares 304,257 Est. Cost $166.28 Unrealized +34.0%
PEP PepsiCo Inc 3.1%
Value ($000) $67,331 Shares 476,006 Est. Cost $88.80 Unrealized +32.8%
UNP Union Pacific Corp 2.5%
Value ($000) $54,158 Shares 245,715 Est. Cost $131.30 Unrealized +43.3%
Berkshire Hathaway B 2.1%
Value ($000) $45,318 Shares 177,392 Est. Cost $191.43 Unrealized
CMCSA Comcast Corp Cl A 2.0%
Value ($000) $42,948 Shares 793,716 Est. Cost $29.56 Unrealized +56.1%
LLY Eli Lilly 1.7%
Value ($000) $37,682 Shares 201,700 Est. Cost $80.03 Unrealized +132.5%
PYPL PayPal Holdings 1.6%
Value ($000) $34,738 Shares 143,047 Est. Cost $94.65 Unrealized +166.2%
GOOGL Alphabet Class A 1.6%
Value ($000) $33,834 Shares 16,404 Est. Cost $57.52 Unrealized +70.3%
GOOG Alphabet Class C 1.5%
Value ($000) $33,270 Shares 16,083 Est. Cost $40.60 Unrealized +142.5%
JNJ Johnson Johnson 1.5%
Value ($000) $32,587 Shares 198,277 Est. Cost $97.23 Unrealized +44.8%
AXP American Express 1.5%
Value ($000) $32,385 Shares 228,969 Est. Cost $81.87 Unrealized +51.9%
META Facebook Inc 1.3%
Value ($000) $28,738 Shares 97,572 Est. Cost $146.65 Unrealized +82.3%
Kansas City So Ind 1.3%
Value ($000) $27,474 Shares 104,100 Est. Cost $121.36 Unrealized
AMT American Tower 1.1%
Value ($000) $24,799 Shares 103,734 Est. Cost $139.29 Unrealized +38.0%
PG Procter Gamble 1.1%
Value ($000) $24,656 Shares 182,060 Est. Cost $73.89 Unrealized +56.6%
HON Honeywell Intl 1.0%
Value ($000) $22,324 Shares 102,842 Est. Cost $120.13 Unrealized +47.0%
RTX Raytheon Tech 0.9%
Value ($000) $20,526 Shares 265,635 Est. Cost $54.61 Unrealized +19.5%
Broadcom Inc 0.9%
Value ($000) $19,970 Shares 43,070 Est. Cost $275.74 Unrealized
ITW Illinois Tool Works 0.9%
Value ($000) $18,652 Shares 84,200 Est. Cost $104.29 Unrealized +77.4%
ADBE Adobe Inc 0.8%
Value ($000) $17,902 Shares 37,660 Est. Cost $54.18 Unrealized +762.8%
YUM Yum! Brands Inc 0.8%
Value ($000) $17,706 Shares 163,670 Est. Cost $65.43 Unrealized +47.8%
TMO Thermo Fisher Scien 0.8%
Value ($000) $16,544 Shares 36,251 Est. Cost $252.53 Unrealized +86.6%
HIG Hartford Finl Ser 0.8%
Value ($000) $16,464 Shares 246,500 Est. Cost $40.52 Unrealized +20.6%
CL Colgate-Palmolive 0.7%
Value ($000) $16,176 Shares 205,200 Est. Cost $53.78 Unrealized +30.1%
FDX FedEx Corp 0.7%
Value ($000) $16,109 Shares 56,714 Est. Cost $144.78 Unrealized +61.8%
Merck Co 0.7%
Value ($000) $15,798 Shares 204,926 Est. Cost $70.50 Unrealized
Medtronic PLC 0.7%
Value ($000) $14,746 Shares 124,827 Est. Cost $84.20 Unrealized
JPM JPMorgan Chase 0.7%
Value ($000) $14,641 Shares 96,179 Est. Cost $77.78 Unrealized +63.6%
Crown Castle Intl 0.6%
Value ($000) $12,004 Shares 69,737 Est. Cost $130.18 Unrealized
BAC Bank of Amer Corp 0.5%
Value ($000) $11,833 Shares 305,830 Est. Cost $15.58 Unrealized +96.7%
NSC Norfolk Southern Corp 0.5%
Value ($000) $11,828 Shares 44,050 Est. Cost $150.80 Unrealized +51.8%
Laboratory Corp 0.5%
Value ($000) $11,656 Shares 45,706 Est. Cost $154.78 Unrealized
MMM 3M Co 0.5%
Value ($000) $11,214 Shares 58,200 Est. Cost $112.65 Unrealized +11.0%
Hess Corp 0.5%
Value ($000) $10,303 Shares 145,600 Est. Cost $62.58 Unrealized
TSLA Tesla Inc 0.5%
Value ($000) $10,259 Shares 15,360 Est. Cost $227.31 Unrealized +10.4%
UPS United Parcel Service 0.5%
Value ($000) $10,158 Shares 59,754 Est. Cost $77.46 Unrealized +70.4%
Royal Dutch Shell ADR 0.5%
Value ($000) $10,087 Shares 257,259 Est. Cost $62.75 Unrealized
VMC Vulcan Materials Co 0.5%
Value ($000) $9,966 Shares 59,058 Est. Cost $108.86 Unrealized +43.2%
TGT Target Corp 0.5%
Value ($000) $9,879 Shares 49,875 Est. Cost $47.95 Unrealized +240.3%
YUMC Yum China Hldgs 0.5%
Value ($000) $9,835 Shares 166,100 Est. Cost $34.16 Unrealized +75.0%
GlaxoSmithKline ADR 0.4%
Value ($000) $9,591 Shares 268,730 Est. Cost $46.08 Unrealized
UNH UnitedHealth Group 0.4%
Value ($000) $9,116 Shares 24,500 Est. Cost $216.18 Unrealized +47.9%
HD Home Depot Inc 0.4%
Value ($000) $9,073 Shares 29,724 Est. Cost $176.26 Unrealized +38.7%
AMP Ameriprise Financial 0.4%
Value ($000) $8,985 Shares 38,655 Est. Cost $92.89 Unrealized +116.2%
FCX Freeport-McMoRan 0.4%
Value ($000) $8,724 Shares 264,939 Est. Cost $24.45 Unrealized +24.1%
V Visa Inc 0.4%
Value ($000) $8,639 Shares 40,800 Est. Cost $124.84 Unrealized +62.7%
CRM Salesforcecom 0.4%
Value ($000) $8,414 Shares 39,713 Est. Cost $153.02 Unrealized +43.7%
NVDA Nvidia Corp 0.4%
Value ($000) $8,284 Shares 15,515 Est. Cost $4.15 Unrealized +223.2%
AMGN Amgen Inc 0.4%
Value ($000) $8,216 Shares 33,020 Est. Cost $73.34 Unrealized +179.1%
PANW Palo Alto Networks 0.4%
Value ($000) $8,192 Shares 25,437 Est. Cost $36.70 Unrealized +61.9%
MA Mastercard Inc 0.4%
Value ($000) $8,189 Shares 23,000 Est. Cost $167.11 Unrealized +103.2%
SAP SAP AG ADR 0.4%
Value ($000) $7,951 Shares 64,755 Est. Cost $115.73 Unrealized
CSCO Cisco Systems Inc 0.4%
Value ($000) $7,946 Shares 153,665 Est. Cost $27.01 Unrealized +50.4%
INTU Intuit Inc 0.4%
Value ($000) $7,891 Shares 20,600 Est. Cost $89.36 Unrealized +318.2%
INTC Intel Corp 0.3%
Value ($000) $7,386 Shares 115,400 Est. Cost $31.51 Unrealized +71.7%
GL Globe Life Inc 0.3%
Value ($000) $6,958 Shares 72,009 Est. Cost $86.06 Unrealized +6.9%
CABO Cable ONE 0.3%
Value ($000) $6,929 Shares 3,790 Est. Cost $366.69 Unrealized +395.1%
PFE Pfizer Inc 0.3%
Value ($000) $6,739 Shares 185,999 Est. Cost $24.49 Unrealized +14.5%
T ATT Inc 0.3%
Value ($000) $6,637 Shares 219,257 Est. Cost $13.73 Unrealized +17.6%
NFLX Netflix Inc 0.3%
Value ($000) $6,521 Shares 12,500 Est. Cost $33.20 Unrealized +59.7%
ABT Abbott Labs 0.3%
Value ($000) $6,133 Shares 51,173 Est. Cost $60.89 Unrealized +78.4%
BMY Bristol-Myers Squibb 0.3%
Value ($000) $6,005 Shares 95,116 Est. Cost $41.04 Unrealized +24.3%
Citigroup Inc 0.3%
Value ($000) $5,998 Shares 82,451 Est. Cost $63.40 Unrealized
AL Air Lease 0.3%
Value ($000) $5,813 Shares 118,639 Est. Cost $32.18 Unrealized +29.7%
ACN Accenture PLC 0.3%
Value ($000) $5,663 Shares 20,500 Est. Cost $172.26 Unrealized +40.1%
XOM Exxon Mobil Corp 0.3%
Value ($000) $5,550 Shares 99,400 Est. Cost $56.86 Unrealized -23.8%
ADI Analog Devices Inc 0.3%
Value ($000) $5,521 Shares 35,600 Est. Cost $48.08 Unrealized +193.5%
WMT Walmart Inc 0.3%
Value ($000) $5,474 Shares 40,300 Est. Cost $33.13 Unrealized +30.7%
ABBV Abbvie Inc 0.3%
Value ($000) $5,465 Shares 50,500 Est. Cost $55.01 Unrealized +61.6%
KO Coca-Cola Co 0.2%
Value ($000) $5,334 Shares 101,200 Est. Cost $41.89 Unrealized +3.6%
VZ Verizon 0.2%
Value ($000) $5,284 Shares 90,871 Est. Cost $36.70 Unrealized +15.1%
QCOM Qualcomm Inc 0.2%
Value ($000) $5,224 Shares 39,400 Est. Cost $44.32 Unrealized +192.7%
ORCL Oracle Corp 0.2%
Value ($000) $5,101 Shares 72,700 Est. Cost $40.14 Unrealized +51.0%
VWO Vanguard Emg Mkts ETF 0.2%
Value ($000) $4,943 Shares 94,959 Est. Cost $38.80 Unrealized
MCD McDonalds Corp 0.2%
Value ($000) $4,797 Shares 21,400 Est. Cost $178.45 Unrealized +7.2%
IBM Intl Bus Machines 0.2%
Value ($000) $4,770 Shares 35,795 Est. Cost $118.94 Unrealized -17.5%
CVX Chevron Corp 0.2%
Value ($000) $4,703 Shares 44,876 Est. Cost $84.63 Unrealized -6.0%
NKE NIKE Inc Cl B 0.2%
Value ($000) $4,319 Shares 32,500 Est. Cost $77.74 Unrealized +66.7%
WY Weyerhaeuser Co 0.2%
Value ($000) $4,279 Shares 120,198 Est. Cost $19.29 Unrealized +44.5%
GLW Corning Inc 0.2%
Value ($000) $4,205 Shares 96,650 Est. Cost $10.49 Unrealized +220.4%
LOW Lowes Cos Inc 0.2%
Value ($000) $4,193 Shares 22,050 Est. Cost $93.71 Unrealized +67.5%
DHR Danaher Corp 0.2%
Value ($000) $4,174 Shares 18,543 Est. Cost $115.75 Unrealized +71.7%
TXN Texas Instruments 0.2%
Value ($000) $4,139 Shares 21,900 Est. Cost $41.25 Unrealized +266.9%
TE Connectivity LTD 0.2%
Value ($000) $4,054 Shares 31,400 Est. Cost $64.62 Unrealized
SBUX Starbucks 0.2%
Value ($000) $3,947 Shares 36,122 Est. Cost $70.62 Unrealized +33.1%
PLD Prologis Inc 0.2%
Value ($000) $3,925 Shares 37,026 Est. Cost $57.55 Unrealized +54.1%
PM Philip Morris Intl 0.2%
Value ($000) $3,887 Shares 43,805 Est. Cost $53.50 Unrealized +24.9%
BRK/A Berkshire Hath Cl A 0.2%
Value ($000) $3,857 Shares 10 Est. Cost $165023.42 Unrealized +122.2%
ALL Allstate Corp 0.2%
Value ($000) $3,787 Shares 32,960 Est. Cost $37.12 Unrealized +163.2%
BKNG Booking Holdings Inc 0.2%
Value ($000) $3,658 Shares 1,570 Est. Cost $1817.12 Unrealized +20.3%
Linde PLC 0.2%
Value ($000) $3,642 Shares 13,000 Est. Cost $198.04 Unrealized
Costco Wholesale 0.2%
Value ($000) $3,631 Shares 10,300 Est. Cost $273.28 Unrealized
SCHF Schwab Intl Equity 0.2%
Value ($000) $3,576 Shares 95,065 Est. Cost $31.31 Unrealized
General Electric Co 0.2%
Value ($000) $3,557 Shares 270,881 Est. Cost $17.85 Unrealized
WFC Wells Fargo Co 0.2%
Value ($000) $3,551 Shares 90,900 Est. Cost $37.12 Unrealized -14.8%
NEE Nextera Energy Inc 0.2%
Value ($000) $3,508 Shares 46,400 Est. Cost $56.94 Unrealized +20.9%
VUG Vanguard Growth ETF 0.2%
Value ($000) $3,453 Shares 13,435 Est. Cost $116.23 Unrealized
CARR Carrier Global 0.2%
Value ($000) $3,361 Shares 79,608 Est. Cost $17.13 Unrealized +112.7%
SEE Sealed Air Corp 0.2%
Value ($000) $3,281 Shares 71,600 Est. Cost $18.75 Unrealized +117.1%
BA Boeing Company 0.1%
Value ($000) $3,235 Shares 12,700 Est. Cost $254.78 Unrealized -12.8%
MET Metlife Inc 0.1%
Value ($000) $3,203 Shares 52,682 Est. Cost $34.48 Unrealized +38.1%
Varian Med Systems 0.1%
Value ($000) $3,178 Shares 18,000 Est. Cost $67.45 Unrealized
COP ConocoPhilips 0.1%
Value ($000) $3,135 Shares 59,179 Est. Cost $51.07 Unrealized -19.0%
SCHA Schwab US Small Cap 0.1%
Value ($000) $3,122 Shares 31,320 Est. Cost $69.94 Unrealized
SIEGY Siemens AG ADR 0.1%
Value ($000) $2,946 Shares 35,800 Est. Cost $84.89 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $2,856 Shares 44,184 Est. Cost $46.52 Unrealized +14.7%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $2,846 Shares 41,578 Est. Cost $47.48 Unrealized +27.9%
MO Altria Group 0.1%
Value ($000) $2,640 Shares 51,605 Est. Cost $23.37 Unrealized +30.1%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $2,638 Shares 12,295 Est. Cost $110.51 Unrealized
MS Discover Financial 0.1%
Value ($000) $2,605 Shares 31,400 Est. Cost $17.33 Unrealized +278.4%
CVS CVS Health Corp 0.1%
Value ($000) $2,591 Shares 34,439 Est. Cost $49.47 Unrealized +25.9%
CCL Carnival Corp 0.1%
Value ($000) $2,450 Shares 92,322 Est. Cost $43.51 Unrealized -45.8%
Eaton Vance Tax Mngd 0.1%
Value ($000) $2,424 Shares 234,866 Est. Cost $11.12 Unrealized
LMT Lockheed Martin 0.1%
Value ($000) $2,291 Shares 6,200 Est. Cost $296.92 Unrealized +1.0%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $2,245 Shares 38,353 Est. Cost $40.05 Unrealized +24.3%
DE Deere and Co 0.1%
Value ($000) $2,245 Shares 6,000 Est. Cost $146.01 Unrealized +110.6%
PTC PTC Inc 0.1%
Value ($000) $2,208 Shares 16,041 Est. Cost $24.35 Unrealized +446.6%
ViacomCBS Inc 0.1%
Value ($000) $2,204 Shares 48,875 Est. Cost $41.97 Unrealized
IP International Paper 0.1%
Value ($000) $2,190 Shares 40,500 Est. Cost $30.27 Unrealized +30.3%
GHC Graham Holdings Co 0.1%
Value ($000) $2,132 Shares 3,790 Est. Cost $339.79 Unrealized +62.5%
GEN NortonLifeLock Inc 0.1%
Value ($000) $2,096 Shares 98,600 Est. Cost $12.38 Unrealized +53.0%
ISRG Intuitive Surgical 0.1%
Value ($000) $2,084 Shares 2,820 Est. Cost $172.96 Unrealized +45.5%
USB US Bancorp 0.1%
Value ($000) $2,063 Shares 37,300 Est. Cost $32.16 Unrealized +25.4%
ADP Automatic Data Proc 0.1%
Value ($000) $2,018 Shares 10,705 Est. Cost $129.48 Unrealized +21.0%
SPGI SP Global Inc 0.1%
Value ($000) $1,905 Shares 5,400 Est. Cost $206.56 Unrealized +54.7%
BDX Becton Dickinson 0.1%
Value ($000) $1,855 Shares 7,630 Est. Cost $161.98 Unrealized +39.3%
CAT Caterpillar Inc 0.1%
Value ($000) $1,855 Shares 8,000 Est. Cost $111.09 Unrealized +70.2%
CB Chubb Ltd 0.1%
Value ($000) $1,811 Shares 11,462 Est. Cost $126.85 Unrealized +18.4%
SYK Stryker Corp 0.1%
Value ($000) $1,772 Shares 7,273 Est. Cost $175.82 Unrealized +29.5%
CTSH Cognizant Tech Sol 0.1%
Value ($000) $1,770 Shares 22,660 Est. Cost $36.88 Unrealized +94.2%
GS Goldman Sachs Group 0.1%
Value ($000) $1,749 Shares 5,350 Est. Cost $120.36 Unrealized +130.1%
EPI Wisdom Tree India 0.1%
Value ($000) $1,689 Shares 53,600 Est. Cost $16.19 Unrealized
CHTR Charter Communication 0.1%
Value ($000) $1,666 Shares 2,700 Est. Cost $403.56 Unrealized +54.8%
EMR Emerson Electric 0.1%
Value ($000) $1,642 Shares 18,200 Est. Cost $40.02 Unrealized +94.4%
SLAB Silicon Laboratories 0.1%
Value ($000) $1,620 Shares 11,485 Est. Cost $41.29 Unrealized +247.3%
EA Electronic Arts 0.1%
Value ($000) $1,605 Shares 11,858 Est. Cost $19.79 Unrealized +581.9%
Cigna Corp 0.1%
Value ($000) $1,595 Shares 6,600 Est. Cost $151.82 Unrealized
TJX TJX Companies Inc 0.1%
Value ($000) $1,561 Shares 23,600 Est. Cost $48.67 Unrealized +28.0%
BlackRock Inc 0.1%
Value ($000) $1,508 Shares 2,000 Est. Cost $445.50 Unrealized
ZBH Zimmer Biomet 0.1%
Value ($000) $1,470 Shares 9,185 Est. Cost $67.30 Unrealized +121.0%
PNC PNC Financial Service 0.1%
Value ($000) $1,456 Shares 8,300 Est. Cost $104.11 Unrealized +33.1%
General Motors 0.1%
Value ($000) $1,437 Shares 25,000 Est. Cost $37.48 Unrealized
D Dominion Energy 0.1%
Value ($000) $1,420 Shares 18,700 Est. Cost $51.12 Unrealized +14.4%
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $1,381 Shares 5,030 Est. Cost $126.63 Unrealized
EQIX Equinix Inc 0.1%
Value ($000) $1,359 Shares 2,000 Est. Cost $477.48 Unrealized +30.8%
RMD ResMed Inc 0.1%
Value ($000) $1,342 Shares 6,915 Est. Cost $40.00 Unrealized +380.9%
FXI iShares FTSE/China 25 0.1%
Value ($000) $1,339 Shares 28,700 Est. Cost $32.53 Unrealized
SLB Schlumberger 0.1%
Value ($000) $1,338 Shares 49,201 Est. Cost $37.63 Unrealized -37.0%
CSX CSX Corp 0.1%
Value ($000) $1,302 Shares 13,500 Est. Cost $21.35 Unrealized +33.8%
ELV Anthem Inc 0.1%
Value ($000) $1,292 Shares 3,600 Est. Cost $251.29 Unrealized +19.7%
VRTX Vertex Pharma 0.1%
Value ($000) $1,289 Shares 6,000 Est. Cost $176.91 Unrealized +24.2%
SCHE Schwab Emerging Mrkts 0.1%
Value ($000) $1,257 Shares 39,540 Est. Cost $26.02 Unrealized
ICE Intercontinental Exch 0.1%
Value ($000) $1,228 Shares 11,000 Est. Cost $84.08 Unrealized +26.6%
DD DuPont de Nemours 0.1%
Value ($000) $1,226 Shares 15,863 Est. Cost $27.24 Unrealized +6.7%
INGR Ingredion Inc 0.1%
Value ($000) $1,223 Shares 13,598 Est. Cost $70.28 Unrealized +21.6%
DELL Dell Technologies Inc 0.1%
Value ($000) $1,221 Shares 13,851 Est. Cost $24.16 Unrealized +55.4%
MRSH Marsh McLennan 0.1%
Value ($000) $1,218 Shares 10,000 Est. Cost $90.54 Unrealized +18.2%
AKAM Akamai Technologies 0.1%
Value ($000) $1,202 Shares 11,800 Est. Cost $41.83 Unrealized +146.8%
WM Waste Management Inc 0.1%
Value ($000) $1,200 Shares 9,300 Est. Cost $105.11 Unrealized +2.9%
BSX Boston Scientific 0.1%
Value ($000) $1,179 Shares 30,500 Est. Cost $42.37 Unrealized -10.7%
SYF Synchrony Financial 0.1%
Value ($000) $1,155 Shares 28,413 Est. Cost $25.00 Unrealized +38.1%
ILMN Illumina Inc 0.1%
Value ($000) $1,152 Shares 3,000 Est. Cost $294.76 Unrealized +38.3%
AON Aon PLC 0.1%
Value ($000) $1,151 Shares 5,000 Est. Cost $195.70 Unrealized +8.5%
PGR Progressive Corp 0.1%
Value ($000) $1,147 Shares 12,000 Est. Cost $64.62 Unrealized +25.3%
APD Air Prod Chemicals 0.1%
Value ($000) $1,125 Shares 4,000 Est. Cost $192.55 Unrealized +24.7%
Seagate Technology 0.1%
Value ($000) $1,123 Shares 14,630 Est. Cost $44.81 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $1,119 Shares 4,000 Est. Cost $232.85 Unrealized +15.8%
CME CME Group CL A 0.0%
Value ($000) $1,062 Shares 5,200 Est. Cost $164.33 Unrealized -0.7%
COF Capital One Financial 0.0%
Value ($000) $1,015 Shares 7,977 Est. Cost $47.00 Unrealized +129.6%
DOW Dow Inc 0.0%
Value ($000) $1,014 Shares 15,863 Est. Cost $36.37 Unrealized +26.0%
American Intl Group 0.0%
Value ($000) $1,007 Shares 21,788 Est. Cost $44.70 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $973 Shares 7,000 Est. Cost $109.72 Unrealized +1.0%
FLEX Flex Ltd 0.0%
Value ($000) $965 Shares 52,695 Est. Cost $5.53 Unrealized +149.0%
Marvell Technology 0.0%
Value ($000) $940 Shares 19,190 Est. Cost $11.72 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $934 Shares 1,265 Est. Cost $120.91 Unrealized +88.7%
AFL Aflac Inc 0.0%
Value ($000) $921 Shares 18,000 Est. Cost $45.37 Unrealized -5.5%
GD General Dynamics 0.0%
Value ($000) $908 Shares 5,000 Est. Cost $160.41 Unrealized -8.4%
EOG EOG Resources Inc 0.0%
Value ($000) $841 Shares 11,600 Est. Cost $61.49 Unrealized -18.0%
ECL Ecolab Inc 0.0%
Value ($000) $840 Shares 3,925 Est. Cost $132.91 Unrealized +51.6%
PAYX Paychex Inc 0.0%
Value ($000) $833 Shares 8,500 Est. Cost $25.02 Unrealized +221.3%
HPQ HP Inc 0.0%
Value ($000) $832 Shares 26,200 Est. Cost $9.12 Unrealized +155.7%
Bed Bath Beyond 0.0%
Value ($000) $789 Shares 27,050 Est. Cost $70.96 Unrealized
JHG Janus Henderson Grp 0.0%
Value ($000) $776 Shares 24,915 Est. Cost $32.71 Unrealized -3.9%
Twitter Inc 0.0%
Value ($000) $772 Shares 12,135 Est. Cost $43.68 Unrealized
ABBNY ABB Ltd ADR 0.0%
Value ($000) $762 Shares 25,000 Est. Cost $21.67 Unrealized
Nordstrom Inc 0.0%
Value ($000) $749 Shares 19,790 Est. Cost $59.93 Unrealized
NXPI NXP Semiconductors 0.0%
Value ($000) $741 Shares 3,682 Est. Cost $78.57 Unrealized +113.2%
CTVA Corteva Inc 0.0%
Value ($000) $740 Shares 15,863 Est. Cost $25.02 Unrealized +67.5%
PPG PPG Industries Inc 0.0%
Value ($000) $724 Shares 4,815 Est. Cost $91.63 Unrealized +42.0%
iShares MSCI Japan 0.0%
Value ($000) $719 Shares 10,500 Est. Cost $11.21 Unrealized
ZTS Zoetis Inc CL A 0.0%
Value ($000) $698 Shares 4,430 Est. Cost $114.57 Unrealized +32.4%
TPR Tapestry Inc 0.0%
Value ($000) $698 Shares 16,940 Est. Cost $32.95 Unrealized +3.3%
Duke Energy Corp 0.0%
Value ($000) $695 Shares 7,200 Est. Cost $67.50 Unrealized
VSAT ViaSat Inc 0.0%
Value ($000) $632 Shares 13,155 Est. Cost $59.61 Unrealized -18.8%
STT State Street Corp 0.0%
Value ($000) $604 Shares 7,190 Est. Cost $44.60 Unrealized +48.1%
PGX Invesco Preferred ETF 0.0%
Value ($000) $600 Shares 40,000 Est. Cost $14.50 Unrealized
PFF iShares US Pre Stock 0.0%
Value ($000) $576 Shares 15,000 Est. Cost $36.53 Unrealized
LBRDK Liberty Broadband C 0.0%
Value ($000) $574 Shares 3,822 Est. Cost $100.17 Unrealized +41.5%
PGF Invesco Finl Pre ETF 0.0%
Value ($000) $566 Shares 30,000 Est. Cost $18.27 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $563 Shares 9,200 Est. Cost $20.18 Unrealized +163.6%
SO Southern Co 0.0%
Value ($000) $559 Shares 9,000 Est. Cost $26.74 Unrealized +86.4%
WU Western Union Co 0.0%
Value ($000) $531 Shares 21,515 Est. Cost $17.10 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $524 Shares 1,620 Est. Cost $318.69 Unrealized -12.7%
ED Consolidated Edison 0.0%
Value ($000) $516 Shares 6,900 Est. Cost $37.50 Unrealized +57.7%
NVS Novartis AG ADR 0.0%
Value ($000) $513 Shares 6,000 Est. Cost $70.67 Unrealized
TAK Takeda Pharma ADR 0.0%
Value ($000) $511 Shares 28,010 Est. Cost $20.39 Unrealized
BHC Bausch Health 0.0%
Value ($000) $501 Shares 15,787 Est. Cost $22.90 Unrealized +28.1%
FOXA Fox Corp 0.0%
Value ($000) $492 Shares 13,638 Est. Cost $35.41 Unrealized -7.2%
CAG Conagra Brands Inc 0.0%
Value ($000) $466 Shares 12,400 Est. Cost $17.69 Unrealized +60.6%
AEP American Elec Power 0.0%
Value ($000) $466 Shares 5,500 Est. Cost $30.44 Unrealized +121.7%
Liberty SiriusXM C 0.0%
Value ($000) $454 Shares 10,302 Est. Cost $30.87 Unrealized
Fidelity Natl Info 0.0%
Value ($000) $430 Shares 3,060 Est. Cost $113.24 Unrealized
IDCC InterDigital Inc 0.0%
Value ($000) $415 Shares 6,533 Est. Cost $45.14 Unrealized +44.8%
HPE Hewlett Packard Enter 0.0%
Value ($000) $412 Shares 26,200 Est. Cost $6.50 Unrealized +84.3%
MDY SP MidCap 400 0.0%
Value ($000) $381 Shares 800 Est. Cost $253.75 Unrealized
DOX Amdocs Limited 0.0%
Value ($000) $378 Shares 5,382 Est. Cost $28.59 Unrealized +138.3%
XLK Tech Sector SPDR 0.0%
Value ($000) $374 Shares 2,818 Est. Cost $74.04 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $359 Shares 8,200 Est. Cost $15.41 Unrealized +63.9%
Discovery Inc C 0.0%
Value ($000) $355 Shares 9,615 Est. Cost $26.21 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $353 Shares 3,100 Est. Cost $45.55 Unrealized +75.5%
NWSA News Corp 0.0%
Value ($000) $347 Shares 13,640 Est. Cost $13.44 Unrealized +59.5%
EFA iShares MSCI EAFE 0.0%
Value ($000) $326 Shares 4,300 Est. Cost $57.21 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $322 Shares 23,072 Est. Cost $13.33 Unrealized -0.1%
LW Lamb Weston Hldgs 0.0%
Value ($000) $320 Shares 4,133 Est. Cost $46.74 Unrealized +55.6%
Liberty Global Ser C 0.0%
Value ($000) $277 Shares 10,827 Est. Cost $50.32 Unrealized
IJR iShares Core SP SC 0.0%
Value ($000) $260 Shares 2,400 Est. Cost $92.08 Unrealized
RCL Royal Caribbean Cru 0.0%
Value ($000) $257 Shares 3,000 Est. Cost $68.51 Unrealized +13.7%
DKS Dicks Sporting Goods 0.0%
Value ($000) $241 Shares 3,165 Est. Cost $61.92 Unrealized 0.0%
SCHW Charles Schwab Corp 0.0%
Value ($000) $239 Shares 3,660 Est. Cost $56.91 Unrealized 0.0%
Liberty SiriusXM A 0.0%
Value ($000) $227 Shares 5,151 Est. Cost $43.10 Unrealized
NUS Nu Skin Ent Inc 0.0%
Value ($000) $222 Shares 4,200 Est. Cost $39.33 Unrealized +16.6%
Qurate Retail Inc 0.0%
Value ($000) $175 Shares 14,843 Est. Cost $21.22 Unrealized