Cohen Klingenstein LLC Diversified Active

CIK: 0001453620 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 15, 2022

Total Value ($000): $1,993,876 (100.0% shares, 0.0% debt)

Holdings (225)

SPY Standard Poors DR 14.7%
Value ($000) $293,100 Shares 776,938 Est. Cost $388.12 Unrealized
IWO iShares Russell 2000G 6.1%
Value ($000) $121,688 Shares 589,833 Est. Cost $111.51 Unrealized
QQQ Invesco QQQ Trust 5.0%
Value ($000) $98,897 Shares 352,850 Est. Cost $174.29 Unrealized
AAPL Apple Inc 4.6%
Value ($000) $92,646 Shares 677,636 Est. Cost $100.00 Unrealized +48.6%
MSFT Microsoft Corp 4.2%
Value ($000) $84,112 Shares 327,500 Est. Cost $175.73 Unrealized +49.9%
PEP PepsiCo Inc 3.4%
Value ($000) $67,474 Shares 404,863 Est. Cost $88.80 Unrealized +68.7%
AMZN Amazoncom 3.3%
Value ($000) $66,706 Shares 628,060 Est. Cost $120.17 Unrealized +4.1%
VBK Vanguard Small-Cap Growth ETF 3.3%
Value ($000) $65,912 Shares 334,526 Est. Cost $278.77 Unrealized
DIS Walt Disney Co 3.0%
Value ($000) $60,296 Shares 638,728 Est. Cost $98.09 Unrealized +10.6%
LLY Eli Lilly 2.4%
Value ($000) $47,143 Shares 145,400 Est. Cost $80.03 Unrealized +263.5%
Berkshire Hathaway B 2.3%
Value ($000) $46,503 Shares 170,327 Est. Cost $193.78 Unrealized
UNP Union Pacific Corp 2.3%
Value ($000) $45,254 Shares 212,180 Est. Cost $131.30 Unrealized +59.0%
GOOGL Alphabet Class A 1.5%
Value ($000) $30,643 Shares 14,061 Est. Cost $57.52 Unrealized +103.1%
GOOG Alphabet Class C 1.5%
Value ($000) $29,986 Shares 13,708 Est. Cost $40.60 Unrealized +188.9%
AXP American Express 1.4%
Value ($000) $28,136 Shares 202,969 Est. Cost $81.87 Unrealized +92.4%
CMCSA Comcast Corp Cl A 1.4%
Value ($000) $27,842 Shares 709,522 Est. Cost $29.56 Unrealized +29.8%
JNJ Johnson Johnson 1.4%
Value ($000) $27,432 Shares 154,538 Est. Cost $97.23 Unrealized +64.5%
PG Procter Gamble 1.3%
Value ($000) $25,822 Shares 179,580 Est. Cost $73.89 Unrealized +85.8%
AMT American Tower 1.0%
Value ($000) $20,092 Shares 78,609 Est. Cost $139.29 Unrealized +59.5%
YUM Yum! Brands Inc 0.9%
Value ($000) $17,772 Shares 156,570 Est. Cost $65.43 Unrealized +65.7%
RTX Raytheon Tech 0.9%
Value ($000) $17,637 Shares 183,510 Est. Cost $54.61 Unrealized +62.1%
Canadian Pacific 0.8%
Value ($000) $15,823 Shares 226,558 Est. Cost $71.94 Unrealized
CL Colgate-Palmolive 0.7%
Value ($000) $14,874 Shares 185,600 Est. Cost $53.78 Unrealized +33.5%
TMO Thermo Fisher Scien 0.7%
Value ($000) $14,832 Shares 27,300 Est. Cost $252.53 Unrealized +115.7%
UNH UnitedHealth Group 0.7%
Value ($000) $14,228 Shares 27,700 Est. Cost $235.66 Unrealized +99.9%
Merck Co 0.7%
Value ($000) $14,182 Shares 155,560 Est. Cost $70.50 Unrealized
META Meta Platforms Inc 0.7%
Value ($000) $13,464 Shares 83,500 Est. Cost $146.65 Unrealized +30.6%
HON Honeywell Intl 0.6%
Value ($000) $12,796 Shares 73,620 Est. Cost $120.13 Unrealized +38.4%
Hess Corp 0.6%
Value ($000) $12,247 Shares 115,600 Est. Cost $62.58 Unrealized
Broadcom Inc 0.6%
Value ($000) $11,805 Shares 24,300 Est. Cost $275.74 Unrealized
HIG Hartford Finl Ser 0.6%
Value ($000) $11,548 Shares 176,500 Est. Cost $40.52 Unrealized +60.8%
SHEL Shell PLC ADR 0.6%
Value ($000) $11,230 Shares 214,760 Est. Cost $54.93 Unrealized
NVDA Nvidia Corp 0.6%
Value ($000) $11,018 Shares 72,680 Est. Cost $17.19 Unrealized +9.6%
ITW Illinois Tool Works 0.6%
Value ($000) $10,971 Shares 60,200 Est. Cost $104.29 Unrealized +75.5%
TSLA Tesla Inc 0.5%
Value ($000) $10,344 Shares 15,360 Est. Cost $227.31 Unrealized +20.1%
V Visa Inc 0.5%
Value ($000) $9,608 Shares 48,800 Est. Cost $141.59 Unrealized +42.0%
ADBE Adobe Inc 0.5%
Value ($000) $9,468 Shares 25,865 Est. Cost $54.18 Unrealized +651.2%
GSK PLC ADR 0.5%
Value ($000) $9,207 Shares 211,500 Est. Cost $46.08 Unrealized
AMP Ameriprise Financial 0.5%
Value ($000) $9,188 Shares 38,655 Est. Cost $92.89 Unrealized +173.4%
BAC Bank of Amer Corp 0.5%
Value ($000) $8,992 Shares 288,853 Est. Cost $15.58 Unrealized +110.2%
FDX FedEx Corp 0.5%
Value ($000) $8,975 Shares 39,590 Est. Cost $144.78 Unrealized +35.9%
PFE Pfizer Inc 0.4%
Value ($000) $8,861 Shares 169,014 Est. Cost $24.49 Unrealized +71.5%
XOM Exxon Mobil Corp 0.4%
Value ($000) $8,513 Shares 99,400 Est. Cost $56.86 Unrealized +40.0%
MA Mastercard Inc 0.4%
Value ($000) $8,455 Shares 26,800 Est. Cost $193.71 Unrealized +74.1%
JPM JPMorgan Chase 0.4%
Value ($000) $8,187 Shares 72,700 Est. Cost $77.78 Unrealized +45.3%
NSC Norfolk Southern Corp 0.4%
Value ($000) $8,069 Shares 35,500 Est. Cost $150.80 Unrealized +50.2%
AMGN Amgen Inc 0.4%
Value ($000) $8,034 Shares 33,020 Est. Cost $73.34 Unrealized +198.0%
INTU Intuit Inc 0.4%
Value ($000) $7,940 Shares 20,600 Est. Cost $89.36 Unrealized +352.6%
Medtronic PLC 0.4%
Value ($000) $7,907 Shares 88,100 Est. Cost $84.20 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $7,817 Shares 28,500 Est. Cost $176.26 Unrealized +52.6%
Crown Castle Intl 0.4%
Value ($000) $7,796 Shares 46,300 Est. Cost $130.18 Unrealized
ABBV Abbvie Inc 0.4%
Value ($000) $7,735 Shares 50,500 Est. Cost $55.01 Unrealized +143.8%
YUMC Yum China Hldgs 0.4%
Value ($000) $7,712 Shares 159,000 Est. Cost $34.16 Unrealized +23.3%
PYPL PayPal Holdings 0.4%
Value ($000) $7,488 Shares 107,220 Est. Cost $94.65 Unrealized -8.6%
FCX Freeport-McMoRan 0.4%
Value ($000) $7,487 Shares 255,864 Est. Cost $24.45 Unrealized +55.1%
PANW Palo Alto Networks 0.4%
Value ($000) $7,458 Shares 15,100 Est. Cost $36.70 Unrealized +141.6%
Laboratory Corp 0.4%
Value ($000) $7,125 Shares 30,400 Est. Cost $154.78 Unrealized
GL Globe Life Inc 0.4%
Value ($000) $7,019 Shares 72,009 Est. Cost $86.06 Unrealized +10.6%
KO Coca-Cola Co 0.3%
Value ($000) $6,366 Shares 101,200 Est. Cost $41.89 Unrealized +35.5%
CVX Chevron Corp 0.3%
Value ($000) $6,226 Shares 43,000 Est. Cost $84.63 Unrealized +68.6%
ACN Accenture PLC 0.3%
Value ($000) $5,692 Shares 20,500 Est. Cost $172.26 Unrealized +65.2%
CSCO Cisco Systems Inc 0.3%
Value ($000) $5,512 Shares 129,280 Est. Cost $27.01 Unrealized +58.5%
UPS United Parcel Service 0.3%
Value ($000) $5,487 Shares 30,060 Est. Cost $77.46 Unrealized +98.0%
MMM 3M Co 0.3%
Value ($000) $5,408 Shares 41,790 Est. Cost $112.65 Unrealized -6.6%
ABT Abbott Labs 0.3%
Value ($000) $5,371 Shares 49,435 Est. Cost $66.29 Unrealized +60.0%
BMY Bristol-Myers Squibb 0.3%
Value ($000) $5,344 Shares 69,400 Est. Cost $41.04 Unrealized +58.3%
MCD McDonalds Corp 0.3%
Value ($000) $5,283 Shares 21,400 Est. Cost $178.45 Unrealized +26.9%
ADI Analog Devices Inc 0.3%
Value ($000) $5,201 Shares 35,600 Est. Cost $48.08 Unrealized +207.1%
TGT Target Corp 0.3%
Value ($000) $5,165 Shares 36,570 Est. Cost $47.95 Unrealized +254.9%
VMC Vulcan Materials Co 0.3%
Value ($000) $5,158 Shares 36,300 Est. Cost $108.86 Unrealized +47.3%
ORCL Oracle Corp 0.3%
Value ($000) $5,080 Shares 72,700 Est. Cost $40.14 Unrealized +74.0%
QCOM Qualcomm Inc 0.3%
Value ($000) $5,033 Shares 39,400 Est. Cost $44.32 Unrealized +181.9%
Costco Wholesale 0.2%
Value ($000) $4,937 Shares 10,300 Est. Cost $273.28 Unrealized
WMT Walmart Inc 0.2%
Value ($000) $4,900 Shares 40,300 Est. Cost $33.13 Unrealized +32.9%
CABO Cable ONE 0.2%
Value ($000) $4,887 Shares 3,790 Est. Cost $366.69 Unrealized +224.9%
IBM Intl Bus Machines 0.2%
Value ($000) $4,760 Shares 33,715 Est. Cost $118.94 Unrealized -1.2%
CRM Salesforce Inc 0.2%
Value ($000) $4,671 Shares 28,300 Est. Cost $153.02 Unrealized +14.1%
NEE Nextera Energy Inc 0.2%
Value ($000) $4,601 Shares 59,400 Est. Cost $60.20 Unrealized +14.3%
VZ Verizon 0.2%
Value ($000) $4,600 Shares 90,641 Est. Cost $36.70 Unrealized +9.3%
INTC Intel Corp 0.2%
Value ($000) $4,317 Shares 115,400 Est. Cost $31.51 Unrealized +28.9%
PM Philip Morris Intl 0.2%
Value ($000) $4,313 Shares 43,679 Est. Cost $53.50 Unrealized +59.6%
DHR Danaher Corp 0.2%
Value ($000) $4,310 Shares 17,000 Est. Cost $115.75 Unrealized +95.4%
ALL Allstate Corp 0.2%
Value ($000) $4,177 Shares 32,960 Est. Cost $37.12 Unrealized +223.3%
SEE Sealed Air Corp 0.2%
Value ($000) $4,133 Shares 71,600 Est. Cost $18.75 Unrealized +211.6%
SAP SAP AG ADR 0.2%
Value ($000) $3,964 Shares 43,700 Est. Cost $115.73 Unrealized
LOW Lowes Cos Inc 0.2%
Value ($000) $3,851 Shares 22,050 Est. Cost $93.71 Unrealized +91.6%
Linde PLC 0.2%
Value ($000) $3,738 Shares 13,000 Est. Cost $198.04 Unrealized
WFC Wells Fargo Co 0.2%
Value ($000) $3,561 Shares 90,900 Est. Cost $37.12 Unrealized +7.6%
TE Connectivity LTD 0.2%
Value ($000) $3,553 Shares 31,400 Est. Cost $64.62 Unrealized
TXN Texas Instruments 0.2%
Value ($000) $3,365 Shares 21,900 Est. Cost $41.25 Unrealized +266.0%
NKE NIKE Inc Cl B 0.2%
Value ($000) $3,322 Shares 32,500 Est. Cost $77.74 Unrealized +43.2%
T ATT Inc 0.2%
Value ($000) $3,245 Shares 154,838 Est. Cost $13.73 Unrealized +18.8%
VWO Vanguard Emg Mkts ETF 0.2%
Value ($000) $3,150 Shares 75,629 Est. Cost $38.80 Unrealized
VUG Vanguard Growth ETF 0.2%
Value ($000) $3,061 Shares 13,735 Est. Cost $116.23 Unrealized
COP ConocoPhilips 0.2%
Value ($000) $3,033 Shares 33,775 Est. Cost $51.07 Unrealized +76.1%
MET Metlife Inc 0.1%
Value ($000) $2,901 Shares 46,200 Est. Cost $34.48 Unrealized +71.9%
BKNG Booking Holdings Inc 0.1%
Value ($000) $2,746 Shares 1,570 Est. Cost $1817.12 Unrealized +15.5%
LMT Lockheed Martin 0.1%
Value ($000) $2,666 Shares 6,200 Est. Cost $296.92 Unrealized +34.0%
SBUX Starbucks 0.1%
Value ($000) $2,299 Shares 30,100 Est. Cost $70.62 Unrealized -0.4%
Citigroup Inc 0.1%
Value ($000) $2,267 Shares 49,300 Est. Cost $63.40 Unrealized
ADP Automatic Data Proc 0.1%
Value ($000) $2,248 Shares 10,705 Est. Cost $129.48 Unrealized +56.4%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $2,218 Shares 12,645 Est. Cost $114.24 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $2,212 Shares 31,307 Est. Cost $47.48 Unrealized +46.3%
GILD Gilead Sciences Inc 0.1%
Value ($000) $2,207 Shares 35,700 Est. Cost $46.52 Unrealized +16.3%
NFLX Netflix Inc 0.1%
Value ($000) $2,186 Shares 12,500 Est. Cost $33.20 Unrealized -33.2%
PLD Prologis Inc 0.1%
Value ($000) $2,177 Shares 18,500 Est. Cost $57.55 Unrealized +114.3%
GEN NortonLifeLock Inc 0.1%
Value ($000) $2,165 Shares 98,600 Est. Cost $12.38 Unrealized +83.7%
MO Altria Group 0.1%
Value ($000) $2,150 Shares 51,479 Est. Cost $23.37 Unrealized +64.5%
GHC Graham Holdings Co 0.1%
Value ($000) $2,148 Shares 3,790 Est. Cost $339.79 Unrealized +69.0%
GLW Corning Inc 0.1%
Value ($000) $2,135 Shares 67,750 Est. Cost $10.49 Unrealized +196.2%
CARR Carrier Global 0.1%
Value ($000) $2,106 Shares 59,064 Est. Cost $17.13 Unrealized +117.7%
General Electric Co 0.1%
Value ($000) $2,075 Shares 32,589 Est. Cost $17.85 Unrealized
WY Weyerhaeuser Co 0.1%
Value ($000) $2,037 Shares 61,500 Est. Cost $19.29 Unrealized +74.0%
Eaton Vance Tax Mngd 0.1%
Value ($000) $1,952 Shares 234,866 Est. Cost $11.12 Unrealized
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $1,931 Shares 31,097 Est. Cost $40.05 Unrealized +42.9%
AL Air Lease 0.1%
Value ($000) $1,889 Shares 56,500 Est. Cost $32.18 Unrealized +10.1%
SIEGY Siemens AG ADR 0.1%
Value ($000) $1,829 Shares 35,800 Est. Cost $84.89 Unrealized
SPGI SP Global Inc 0.1%
Value ($000) $1,820 Shares 5,400 Est. Cost $206.56 Unrealized +67.3%
DE Deere and Co 0.1%
Value ($000) $1,797 Shares 6,000 Est. Cost $146.01 Unrealized +139.5%
CB Chubb Ltd 0.1%
Value ($000) $1,793 Shares 9,120 Est. Cost $126.85 Unrealized +54.7%
Cigna Corp 0.1%
Value ($000) $1,739 Shares 6,600 Est. Cost $151.82 Unrealized
Duke Energy Corp 0.1%
Value ($000) $1,737 Shares 16,200 Est. Cost $84.22 Unrealized
ELV Elevance Health Inc 0.1%
Value ($000) $1,737 Shares 3,600 Est. Cost $251.29 Unrealized +86.8%
BA Boeing Company 0.1%
Value ($000) $1,736 Shares 12,700 Est. Cost $254.78 Unrealized -42.1%
USB US Bancorp 0.1%
Value ($000) $1,717 Shares 37,300 Est. Cost $32.16 Unrealized +30.3%
ISRG Intuitive Surgical 0.1%
Value ($000) $1,698 Shares 8,460 Est. Cost $287.03 Unrealized -18.3%
VRTX Vertex Pharma 0.1%
Value ($000) $1,691 Shares 6,000 Est. Cost $176.91 Unrealized +51.3%
MS Morgan Stanley 0.1%
Value ($000) $1,658 Shares 21,800 Est. Cost $17.33 Unrealized +317.9%
EPI Wisdom Tree India 0.1%
Value ($000) $1,590 Shares 53,600 Est. Cost $16.19 Unrealized
SO Southern Co 0.1%
Value ($000) $1,555 Shares 21,800 Est. Cost $43.15 Unrealized +49.0%
MRSH Marsh McLennan 0.1%
Value ($000) $1,553 Shares 10,000 Est. Cost $90.54 Unrealized +67.6%
D Dominion Energy 0.1%
Value ($000) $1,492 Shares 18,700 Est. Cost $51.12 Unrealized +35.6%
EMR Emerson Electric 0.1%
Value ($000) $1,448 Shares 18,200 Est. Cost $40.02 Unrealized +104.6%
CAT Caterpillar Inc 0.1%
Value ($000) $1,430 Shares 8,000 Est. Cost $111.09 Unrealized +77.6%
WM Waste Management Inc 0.1%
Value ($000) $1,423 Shares 9,300 Est. Cost $105.11 Unrealized +40.7%
PGR Progressive Corp 0.1%
Value ($000) $1,395 Shares 12,000 Est. Cost $64.62 Unrealized +59.9%
PTC PTC Inc 0.1%
Value ($000) $1,380 Shares 12,976 Est. Cost $24.35 Unrealized +343.3%
AON Aon PLC 0.1%
Value ($000) $1,348 Shares 5,000 Est. Cost $195.70 Unrealized +43.0%
RMD ResMed Inc 0.1%
Value ($000) $1,330 Shares 6,346 Est. Cost $40.00 Unrealized +415.1%
TJX TJX Companies Inc 0.1%
Value ($000) $1,318 Shares 23,600 Est. Cost $48.67 Unrealized +18.0%
EQIX Equinix Inc 0.1%
Value ($000) $1,314 Shares 2,000 Est. Cost $477.48 Unrealized +34.7%
PNC PNC Financial Service 0.1%
Value ($000) $1,309 Shares 8,300 Est. Cost $104.11 Unrealized +39.8%
EOG EOG Resources Inc 0.1%
Value ($000) $1,281 Shares 11,600 Est. Cost $61.49 Unrealized +72.0%
SYK Stryker Corp 0.1%
Value ($000) $1,273 Shares 6,400 Est. Cost $175.82 Unrealized +28.5%
SLAB Silicon Laboratories 0.1%
Value ($000) $1,272 Shares 9,069 Est. Cost $41.29 Unrealized +239.1%
CHTR Charter Communication 0.1%
Value ($000) $1,265 Shares 2,700 Est. Cost $403.56 Unrealized +20.8%
BlackRock Inc 0.1%
Value ($000) $1,218 Shares 2,000 Est. Cost $445.50 Unrealized
CSX CSX Corp 0.1%
Value ($000) $1,177 Shares 40,500 Est. Cost $27.76 Unrealized +11.5%
EA Electronic Arts 0.1%
Value ($000) $1,167 Shares 9,592 Est. Cost $19.79 Unrealized +531.6%
BSX Boston Scientific 0.1%
Value ($000) $1,137 Shares 30,500 Est. Cost $42.37 Unrealized -3.9%
American Intl Group 0.1%
Value ($000) $1,114 Shares 21,788 Est. Cost $44.70 Unrealized
GD General Dynamics 0.1%
Value ($000) $1,106 Shares 5,000 Est. Cost $160.41 Unrealized +33.1%
BDX Becton Dickinson 0.1%
Value ($000) $1,085 Shares 4,400 Est. Cost $161.98 Unrealized +47.2%
CVS CVS Health Corp 0.1%
Value ($000) $1,084 Shares 11,700 Est. Cost $49.47 Unrealized +73.7%
GS Goldman Sachs Group 0.1%
Value ($000) $1,069 Shares 3,600 Est. Cost $120.36 Unrealized +135.6%
CME CME Group CL A 0.1%
Value ($000) $1,064 Shares 5,200 Est. Cost $164.33 Unrealized +10.7%
ICE Intercontinental Exch 0.1%
Value ($000) $1,034 Shares 11,000 Est. Cost $84.08 Unrealized +21.0%
AFL Aflac Inc 0.0%
Value ($000) $996 Shares 18,000 Est. Cost $45.37 Unrealized +19.8%
FXI iShares FTSE/China 25 0.0%
Value ($000) $973 Shares 28,700 Est. Cost $32.53 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $970 Shares 11,000 Est. Cost $70.28 Unrealized +27.4%
APD Air Products Chemicals 0.0%
Value ($000) $962 Shares 4,000 Est. Cost $192.55 Unrealized +14.7%
NOW ServiceNow Inc 0.0%
Value ($000) $951 Shares 2,000 Est. Cost $121.10 Unrealized -21.3%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $946 Shares 7,000 Est. Cost $109.72 Unrealized +4.6%
AMD Advanced Micro Dev 0.0%
Value ($000) $925 Shares 12,100 Est. Cost $102.22 Unrealized -8.4%
Discover Financial 0.0%
Value ($000) $908 Shares 9,600 Est. Cost $94.58 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $873 Shares 9,600 Est. Cost $130.59 Unrealized -18.8%
HPQ HP Inc 0.0%
Value ($000) $859 Shares 26,200 Est. Cost $9.12 Unrealized +251.4%
SHW Sherwin-Williams Co 0.0%
Value ($000) $850 Shares 3,795 Est. Cost $215.59 Unrealized +15.1%
BIIB Biogen Inc 0.0%
Value ($000) $816 Shares 4,000 Est. Cost $232.85 Unrealized -12.2%
DD DuPont de Nemours 0.0%
Value ($000) $799 Shares 14,378 Est. Cost $27.24 Unrealized -7.0%
General Motors 0.0%
Value ($000) $794 Shares 25,000 Est. Cost $37.48 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $778 Shares 14,378 Est. Cost $25.02 Unrealized +123.1%
NOC Northrop Grumman Corp 0.0%
Value ($000) $775 Shares 1,620 Est. Cost $318.69 Unrealized +35.8%
ZTS Zoetis Inc CL A 0.0%
Value ($000) $761 Shares 4,430 Est. Cost $114.57 Unrealized +45.6%
DOW Dow Inc 0.0%
Value ($000) $742 Shares 14,378 Est. Cost $36.37 Unrealized +42.4%
SYF Synchrony Financial 0.0%
Value ($000) $730 Shares 26,442 Est. Cost $25.00 Unrealized +27.5%
SRE Sempra Energy 0.0%
Value ($000) $721 Shares 4,800 Est. Cost $57.26 Unrealized +24.6%
VMWare Inc 0.0%
Value ($000) $696 Shares 6,103 Est. Cost $115.84 Unrealized
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $675 Shares 50,273 Est. Cost $18.55 Unrealized 0.0%
COF Capital One Financial 0.0%
Value ($000) $672 Shares 6,453 Est. Cost $47.00 Unrealized +143.5%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $668 Shares 25,000 Est. Cost $21.67 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $656 Shares 6,900 Est. Cost $37.50 Unrealized +124.1%
DELL Dell Technologies Inc 0.0%
Value ($000) $640 Shares 13,851 Est. Cost $24.16 Unrealized +80.2%
Lam Research Corp 0.0%
Value ($000) $639 Shares 1,500 Est. Cost $569.33 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $604 Shares 3,925 Est. Cost $132.91 Unrealized +19.6%
XEL Xcel Energy Inc 0.0%
Value ($000) $573 Shares 8,100 Est. Cost $58.54 Unrealized +9.9%
SLB Schlumberger 0.0%
Value ($000) $572 Shares 16,000 Est. Cost $37.63 Unrealized +1.7%
iShares MSCI Japan 0.0%
Value ($000) $555 Shares 10,500 Est. Cost $11.21 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $553 Shares 3,000 Est. Cost $294.76 Unrealized -13.4%
PPG PPG Industries Inc 0.0%
Value ($000) $551 Shares 4,815 Est. Cost $91.63 Unrealized +26.2%
JHG Janus Henderson Grp 0.0%
Value ($000) $533 Shares 22,650 Est. Cost $32.71 Unrealized -12.2%
OGN Organon Co 0.0%
Value ($000) $530 Shares 15,697 Est. Cost $26.93 Unrealized +9.6%
AEP American Elec Power 0.0%
Value ($000) $528 Shares 5,500 Est. Cost $30.44 Unrealized +184.6%
NVS Novartis AG ADR 0.0%
Value ($000) $507 Shares 6,000 Est. Cost $70.67 Unrealized
Twitter Inc 0.0%
Value ($000) $454 Shares 12,135 Est. Cost $43.68 Unrealized
LBRDK Liberty Broadband C 0.0%
Value ($000) $442 Shares 3,822 Est. Cost $100.17 Unrealized +13.9%
FOXA Fox Corp 0.0%
Value ($000) $439 Shares 13,638 Est. Cost $35.41 Unrealized -5.2%
IP International Paper 0.0%
Value ($000) $439 Shares 10,500 Est. Cost $30.27 Unrealized +29.9%
CAG Conagra Brands Inc 0.0%
Value ($000) $425 Shares 12,400 Est. Cost $17.69 Unrealized +61.5%
Nordstrom Inc 0.0%
Value ($000) $418 Shares 19,790 Est. Cost $59.93 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $383 Shares 9,200 Est. Cost $20.18 Unrealized +125.0%
DOX Amdocs Limited 0.0%
Value ($000) $383 Shares 4,592 Est. Cost $28.59 Unrealized +166.1%
EXC Exelon Corp 0.0%
Value ($000) $372 Shares 8,200 Est. Cost $15.41 Unrealized +167.6%
Liberty SiriusXM C 0.0%
Value ($000) $371 Shares 10,302 Est. Cost $30.87 Unrealized
HPE Hewlett Packard Enter 0.0%
Value ($000) $347 Shares 26,200 Est. Cost $6.50 Unrealized +109.7%
AKAM Akamai Technologies 0.0%
Value ($000) $342 Shares 3,750 Est. Cost $41.83 Unrealized +149.1%
CCL Carnival Corp 0.0%
Value ($000) $336 Shares 38,876 Est. Cost $43.51 Unrealized -66.3%
MDY SP MidCap 400 0.0%
Value ($000) $331 Shares 800 Est. Cost $253.75 Unrealized
VSAT ViaSat Inc 0.0%
Value ($000) $321 Shares 10,489 Est. Cost $59.61 Unrealized -35.1%
TAK Takeda Pharma ADR 0.0%
Value ($000) $320 Shares 22,771 Est. Cost $20.39 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $310 Shares 10,160 Est. Cost $32.95 Unrealized -10.4%
MRNA Moderna Inc 0.0%
Value ($000) $300 Shares 2,100 Est. Cost $368.80 Unrealized -61.2%
LW Lamb Weston Hldgs 0.0%
Value ($000) $295 Shares 4,133 Est. Cost $46.74 Unrealized +32.7%
SPG Simon Property Group 0.0%
Value ($000) $294 Shares 3,100 Est. Cost $45.55 Unrealized +104.7%
EFA iShares MSCI EAFE 0.0%
Value ($000) $269 Shares 4,300 Est. Cost $57.21 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $267 Shares 8,500 Est. Cost $29.85 Unrealized +15.6%
Liberty Global Ser C 0.0%
Value ($000) $239 Shares 10,827 Est. Cost $50.32 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $231 Shares 3,660 Est. Cost $56.91 Unrealized +15.1%
IJR iShares Core SP SC 0.0%
Value ($000) $222 Shares 2,400 Est. Cost $92.08 Unrealized
IDCC InterDigital Inc 0.0%
Value ($000) $216 Shares 3,551 Est. Cost $45.14 Unrealized +35.9%
NWSA News Corp 0.0%
Value ($000) $213 Shares 13,640 Est. Cost $13.44 Unrealized +32.5%
VTRS Viatris Inc 0.0%
Value ($000) $198 Shares 18,933 Est. Cost $13.33 Unrealized -30.3%
BHC Bausch Health 0.0%
Value ($000) $105 Shares 12,589 Est. Cost $22.90 Unrealized -38.9%
Bed Bath Beyond 0.0%
Value ($000) $101 Shares 20,250 Est. Cost $70.96 Unrealized
Qurate Retail Inc 0.0%
Value ($000) $43 Shares 14,843 Est. Cost $21.22 Unrealized