Wellington Shields Capital Management, LLC Diversified Active

CIK: 0001506071 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 10, 2020

Total Value ($000): $630,507 (100.0% shares, 0.0% debt)

Holdings (224)

FLO FLOWERS FOODS INC 25.3%
Value ($000) $159,625 Shares 6,560,838 Est. Cost $13.90 Unrealized +34.2%
MSFT MICROSOFT CORPORATION 4.2%
Value ($000) $26,365 Shares 125,349 Est. Cost $46.94 Unrealized +327.7%
AAPL APPLE INC 3.6%
Value ($000) $22,848 Shares 197,286 Est. Cost $81.62 Unrealized +29.8%
AMZN AMAZON.COM INC 2.6%
Value ($000) $16,109 Shares 5,116 Est. Cost $53.77 Unrealized +193.2%
MA MASTERCARD INC 2.3%
Value ($000) $14,618 Shares 43,228 Est. Cost $100.45 Unrealized +214.3%
PSNL PERSONALIS, INC 2.3%
Value ($000) $14,576 Shares 672,648 Est. Cost $14.67 Unrealized +35.4%
EW EDWARDS LIFESCIENCES CORP. 1.7%
Value ($000) $10,684 Shares 133,850 Est. Cost $58.61 Unrealized +33.1%
ILMN ILLUMINA INC 1.7%
Value ($000) $10,592 Shares 34,269 Est. Cost $223.66 Unrealized +54.1%
GOOG ALPHABET INC-CL C 1.6%
Value ($000) $10,036 Shares 6,829 Est. Cost $39.13 Unrealized +93.5%
FIS FIDELITY NATIONAL INFORMATION 1.3%
Value ($000) $8,359 Shares 56,785 Est. Cost $118.01 Unrealized +9.2%
TMO THERMO FISHER SCIENTIFIC 1.3%
Value ($000) $8,248 Shares 18,680 Est. Cost $222.75 Unrealized +82.9%
BABA ALIBABA GROUP HOLDING LTD 1.3%
Value ($000) $8,233 Shares 28,007 Est. Cost $173.40 Unrealized
GOOGL ALPHABET INC (A) 1.3%
Value ($000) $8,222 Shares 5,610 Est. Cost $36.82 Unrealized +105.4%
META FACEBOOK INC 1.3%
Value ($000) $8,072 Shares 30,821 Est. Cost $111.99 Unrealized +128.7%
BX BLACKSTONE GROUP INC. 1.2%
Value ($000) $7,707 Shares 147,651 Est. Cost $40.52 Unrealized +9.8%
ZTS ZOETIS INC 1.2%
Value ($000) $7,317 Shares 44,245 Est. Cost $94.88 Unrealized +54.6%
JPM JP MORGAN CHASE & CO 1.1%
Value ($000) $7,249 Shares 75,296 Est. Cost $61.31 Unrealized +39.4%
LMT LOCKHEED MARTIN 1.1%
Value ($000) $6,996 Shares 18,254 Est. Cost $150.07 Unrealized +119.2%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $6,807 Shares 114,425 Est. Cost $30.43 Unrealized +39.9%
SHOP SHOPIFY INC 1.0%
Value ($000) $6,567 Shares 6,420 Est. Cost $18.37 Unrealized +441.3%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $6,375 Shares 42,821 Est. Cost $82.54 Unrealized +53.9%
CRM SALESFORCE.COM 1.0%
Value ($000) $6,334 Shares 25,204 Est. Cost $118.01 Unrealized +83.3%
BLACKROCK INC 1.0%
Value ($000) $6,023 Shares 10,688 Est. Cost $449.60 Unrealized
DRAFTKINGS INC 0.9%
Value ($000) $5,819 Shares 98,900 Est. Cost $33.78 Unrealized
TGT TARGET CORP 0.8%
Value ($000) $5,195 Shares 33,003 Est. Cost $84.19 Unrealized +40.9%
GDX VANECK VECTORS GOLD MINERS ETF 0.8%
Value ($000) $5,136 Shares 131,150 Est. Cost $33.32 Unrealized
ACN ACCENTURE LTD 0.8%
Value ($000) $5,044 Shares 22,321 Est. Cost $112.69 Unrealized +88.4%
BE BLOOM EMERGY CORP 0.8%
Value ($000) $4,979 Shares 277,064 Est. Cost $14.93 Unrealized 0.0%
CHURCHILL CAPITAL CORP II 0.8%
Value ($000) $4,824 Shares 470,650 Est. Cost $10.44 Unrealized
AMD ADVANCED MICRO DEVICES 0.7%
Value ($000) $4,657 Shares 56,800 Est. Cost $36.81 Unrealized +101.7%
PG PROCTER & GAMBLE COMPANY 0.7%
Value ($000) $4,650 Shares 33,453 Est. Cost $55.10 Unrealized +111.2%
HD HOME DEPOT INC 0.6%
Value ($000) $4,085 Shares 14,709 Est. Cost $122.50 Unrealized +94.0%
ADBE ADOBE SYSTEMS 0.6%
Value ($000) $3,956 Shares 8,066 Est. Cost $271.49 Unrealized +71.3%
MINT PIMCO ENHANCED S-T ETF 0.6%
Value ($000) $3,857 Shares 37,830 Est. Cost $101.68 Unrealized
WPC W.P. CAREY INC. 0.6%
Value ($000) $3,771 Shares 57,874 Est. Cost $65.60 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $3,701 Shares 107,803 Est. Cost $53.51 Unrealized -39.6%
DIS WALT DISNEY CO/THE 0.6%
Value ($000) $3,673 Shares 29,602 Est. Cost $93.29 Unrealized +30.9%
IBB ISHARES NASDAQ BIOTECH 0.6%
Value ($000) $3,647 Shares 26,935 Est. Cost $136.69 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $3,573 Shares 97,361 Est. Cost $18.53 Unrealized +46.3%
BDX BECTON DICKINSON 0.6%
Value ($000) $3,521 Shares 15,131 Est. Cost $105.99 Unrealized +112.6%
UNP UNION PACIFIC 0.5%
Value ($000) $3,284 Shares 16,682 Est. Cost $80.24 Unrealized +105.5%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $3,119 Shares 28,657 Est. Cost $31.42 Unrealized +193.9%
SEDG SOLAREDGE TECHNOLOGIES, INC. 0.5%
Value ($000) $3,099 Shares 13,000 Est. Cost $105.76 Unrealized +81.7%
FBIN FORTUNE BRANDS HOME & SECURITY 0.5%
Value ($000) $3,056 Shares 35,325 Est. Cost $39.69 Unrealized +55.3%
WPM WHEATON PRECIOUS METALS CORP 0.5%
Value ($000) $2,998 Shares 61,100 Est. Cost $25.62 Unrealized +87.2%
NEW ORIENTAL EDUCATION 0.5%
Value ($000) $2,960 Shares 19,800 Est. Cost $111.28 Unrealized
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $2,743 Shares 46,973 Est. Cost $51.53 Unrealized +1.6%
SCL STEPAN CO. 0.4%
Value ($000) $2,670 Shares 24,500 Est. Cost $56.48 Unrealized +93.7%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $2,580 Shares 13,096 Est. Cost $108.64 Unrealized +73.0%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $2,424 Shares 14,271 Est. Cost $175.59 Unrealized -10.5%
KO COCA COLA 0.4%
Value ($000) $2,421 Shares 49,038 Est. Cost $30.28 Unrealized +34.7%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $2,417 Shares 24,106 Est. Cost $88.81 Unrealized +3.5%
ABBV ABBVIE INC. 0.4%
Value ($000) $2,404 Shares 27,451 Est. Cost $43.41 Unrealized +75.8%
CMCSA COMCAST CORP 0.4%
Value ($000) $2,264 Shares 48,935 Est. Cost $28.21 Unrealized +33.3%
CSX CSX CORP 0.4%
Value ($000) $2,223 Shares 28,626 Est. Cost $12.06 Unrealized +90.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $2,211 Shares 38,428 Est. Cost $54.61 Unrealized -1.7%
SNA SNAP ON INC. 0.4%
Value ($000) $2,207 Shares 15,000 Est. Cost $66.38 Unrealized +90.3%
CASI PHARMACEUTICALS INC 0.3%
Value ($000) $2,180 Shares 1,424,731 Est. Cost $2.76 Unrealized
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $2,167 Shares 6,951 Est. Cost $160.67 Unrealized +75.0%
BKNG BOOKING HLDGS INC 0.3%
Value ($000) $2,152 Shares 1,258 Est. Cost $1709.85 Unrealized +1.1%
SII SPROTT INC NEW 0.3%
Value ($000) $2,121 Shares 62,120 Est. Cost $22.75 Unrealized +50.5%
CG CARLYLE GROUP INC 0.3%
Value ($000) $2,100 Shares 85,133 Est. Cost $23.05 Unrealized -2.0%
PEP PEPSICO INC 0.3%
Value ($000) $2,095 Shares 15,112 Est. Cost $59.89 Unrealized +92.3%
T AT&T INC 0.3%
Value ($000) $2,083 Shares 73,076 Est. Cost $12.48 Unrealized +24.7%
II VI INC 0.3%
Value ($000) $2,012 Shares 49,600 Est. Cost $40.56 Unrealized
SMH VANECK VECTORS TR ETF 0.3%
Value ($000) $1,989 Shares 11,420 Est. Cost $171.54 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,867 Shares 30,974 Est. Cost $33.90 Unrealized +43.3%
ANSYS INC 0.3%
Value ($000) $1,832 Shares 5,600 Est. Cost $257.32 Unrealized
SBUX STARBUCKS 0.3%
Value ($000) $1,796 Shares 20,901 Est. Cost $64.49 Unrealized +9.8%
HON HONEYWELL INTERNATIONAL 0.3%
Value ($000) $1,784 Shares 10,836 Est. Cost $104.83 Unrealized +27.1%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,750 Shares 7,150 Est. Cost $23.03 Unrealized +80.6%
WYNN WYNN RESORTS LTD 0.3%
Value ($000) $1,702 Shares 23,698 Est. Cost $91.48 Unrealized -15.8%
V VISA INC 0.3%
Value ($000) $1,694 Shares 8,474 Est. Cost $101.61 Unrealized +89.2%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,603 Shares 5,080 Est. Cost $160.72 Unrealized +85.5%
MDLZ MONDELEZ INTERNATIONAL 0.3%
Value ($000) $1,602 Shares 27,880 Est. Cost $38.90 Unrealized +24.9%
UEIC UNIVERSAL ELECTRONICS 0.3%
Value ($000) $1,586 Shares 42,037 Est. Cost $42.51 Unrealized +2.1%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,514 Shares 16,355 Est. Cost $103.80 Unrealized -12.4%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $1,501 Shares 10,510 Est. Cost $32.03 Unrealized +264.8%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $1,457 Shares 11,978 Est. Cost $112.33 Unrealized -16.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,442 Shares 5,196 Est. Cost $18.97 Unrealized +217.7%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,429 Shares 19,846 Est. Cost $75.34 Unrealized -11.7%
COF CAPITAL ONE FINANCIAL 0.2%
Value ($000) $1,405 Shares 19,556 Est. Cost $57.05 Unrealized +6.9%
XHB SPDR SER TR S&P HOMEBLDRS 0.2%
Value ($000) $1,397 Shares 25,925 Est. Cost $53.89 Unrealized
CI CIGNA CORP 0.2%
Value ($000) $1,385 Shares 8,178 Est. Cost $146.72 Unrealized +9.7%
CCI CROWN CASTLE INTERNATIONAL COR 0.2%
Value ($000) $1,346 Shares 8,082 Est. Cost $105.14 Unrealized +22.7%
VCSH VANGUARD SHORT-TERM CORPORATE 0.2%
Value ($000) $1,307 Shares 15,775 Est. Cost $79.66 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $1,284 Shares 29,781 Est. Cost $44.71 Unrealized -8.2%
LINDE PLC 0.2%
Value ($000) $1,216 Shares 5,105 Est. Cost $238.20 Unrealized
PSN PARSONS CORP 0.2%
Value ($000) $1,171 Shares 34,900 Est. Cost $37.10 Unrealized -6.8%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1,117 Shares 5,060 Est. Cost $92.94 Unrealized +119.2%
PM PHILIP MORRIS INTERNAT 0.2%
Value ($000) $1,114 Shares 14,850 Est. Cost $53.94 Unrealized +9.1%
DE DEERE & CO. 0.2%
Value ($000) $1,114 Shares 5,028 Est. Cost $70.22 Unrealized +156.0%
CFG CITIZENS FINANCIAL GROUP INC 0.2%
Value ($000) $1,112 Shares 44,000 Est. Cost $24.20 Unrealized -16.8%
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $1,090 Shares 13,550 Est. Cost $42.56 Unrealized +76.7%
NKE NIKE 0.2%
Value ($000) $1,054 Shares 8,394 Est. Cost $76.43 Unrealized +30.4%
EFX EQUIFAX INC 0.2%
Value ($000) $1,010 Shares 6,438 Est. Cost $65.15 Unrealized +141.7%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,010 Shares 6,821 Est. Cost $70.00 Unrealized +108.3%
XLB SECTOR SPDR MATERIALS 0.2%
Value ($000) $993 Shares 15,600 Est. Cost $63.65 Unrealized
WY WEYERHAEUSER CO 0.2%
Value ($000) $993 Shares 34,813 Est. Cost $19.69 Unrealized +13.3%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.2%
Value ($000) $983 Shares 44,740 Est. Cost $30.99 Unrealized
QQQ INVESCO QQQ TR ETF 0.2%
Value ($000) $983 Shares 3,539 Est. Cost $186.25 Unrealized
ROYAL DUTCH SHELL PLC CL A 0.2%
Value ($000) $977 Shares 38,810 Est. Cost $60.81 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.2%
Value ($000) $976 Shares 86,150 Est. Cost $18.35 Unrealized -38.8%
SMG SCOTTS MIRACLE-GRO 0.2%
Value ($000) $956 Shares 6,250 Est. Cost $67.06 Unrealized +87.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $950 Shares 9,140 Est. Cost $77.30 Unrealized +11.5%
BIIB BIOGEN INC 0.1%
Value ($000) $945 Shares 3,331 Est. Cost $213.68 Unrealized +30.5%
CSCO CISCO SYSTEMS 0.1%
Value ($000) $943 Shares 23,932 Est. Cost $30.90 Unrealized +19.9%
MCHP MICROCHIP TECH 0.1%
Value ($000) $912 Shares 8,871 Est. Cost $42.85 Unrealized +9.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $911 Shares 31,203 Est. Cost $20.34 Unrealized +8.2%
LOW LOWES COMPANIES 0.1%
Value ($000) $882 Shares 5,316 Est. Cost $76.84 Unrealized +82.0%
PLD PROLOGIS INC 0.1%
Value ($000) $859 Shares 8,535 Est. Cost $50.78 Unrealized +69.7%
INTC INTEL CORP 0.1%
Value ($000) $858 Shares 16,578 Est. Cost $22.43 Unrealized +107.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $854 Shares 3,892 Est. Cost $106.02 Unrealized +71.1%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $844 Shares 8,712 Est. Cost $36.12 Unrealized +116.2%
YUM YUM BRANDS 0.1%
Value ($000) $843 Shares 9,233 Est. Cost $48.23 Unrealized +72.9%
PWR QUANTA SERVICES 0.1%
Value ($000) $814 Shares 15,400 Est. Cost $31.09 Unrealized +48.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $799 Shares 41,920 Est. Cost $10.56 Unrealized +22.5%
BA BOEING CO 0.1%
Value ($000) $794 Shares 4,805 Est. Cost $204.55 Unrealized -16.7%
MRK MERCK & CO 0.1%
Value ($000) $770 Shares 9,283 Est. Cost $53.13 Unrealized +24.1%
GLW CORNING INC 0.1%
Value ($000) $762 Shares 23,500 Est. Cost $16.46 Unrealized +61.9%
MMM 3M CO 0.1%
Value ($000) $745 Shares 4,650 Est. Cost $83.14 Unrealized +32.8%
DOW DOW INC 0.1%
Value ($000) $714 Shares 15,178 Est. Cost $35.26 Unrealized -5.0%
SYY SYSCO CORP 0.1%
Value ($000) $709 Shares 11,400 Est. Cost $28.68 Unrealized +75.8%
AVGO BROADCOM LIMITED 0.1%
Value ($000) $698 Shares 1,916 Est. Cost $21.18 Unrealized +40.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $678 Shares 28,145 Est. Cost $22.69 Unrealized -3.8%
CAT CATERPILLAR 0.1%
Value ($000) $664 Shares 4,450 Est. Cost $80.59 Unrealized +57.4%
CB CHUBB CORP. 0.1%
Value ($000) $652 Shares 5,612 Est. Cost $104.53 Unrealized +10.8%
DG DOLLAR GEN CORP 0.1%
Value ($000) $644 Shares 3,070 Est. Cost $174.93 Unrealized +4.1%
BRK/A BERKSHIRE HATHAWAY 'A' 0.1%
Value ($000) $640 Shares 2 Est. Cost $165023.42 Unrealized +85.9%
ALB ALBEMARLE CORP 0.1%
Value ($000) $625 Shares 7,000 Est. Cost $64.70 Unrealized +28.3%
SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $606 Shares 10,500 Est. Cost $49.99 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $582 Shares 2,770 Est. Cost $98.68 Unrealized +91.5%
WMT WAL-MART STORES 0.1%
Value ($000) $569 Shares 4,070 Est. Cost $41.31 Unrealized 0.0%
XPO XPO LOGISTICS INC 0.1%
Value ($000) $567 Shares 6,700 Est. Cost $14.83 Unrealized +94.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $565 Shares 90,692 Est. Cost $23.80 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.1%
Value ($000) $550 Shares 2,581 Est. Cost $193.57 Unrealized +5.7%
WST WEST PHARMACEUTICALS SVCS INC 0.1%
Value ($000) $550 Shares 2,000 Est. Cost $102.01 Unrealized +156.0%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $536 Shares 1,250 Est. Cost $105.27 Unrealized +12.2%
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $535 Shares 2,215 Est. Cost $115.75 Unrealized +87.2%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $531 Shares 3,000 Est. Cost $121.00 Unrealized
OC OWENS CORNING INC. 0.1%
Value ($000) $530 Shares 7,700 Est. Cost $46.20 Unrealized +38.8%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $528 Shares 7,975 Est. Cost $38.64 Unrealized +71.8%
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.1%
Value ($000) $526 Shares 4,825 Est. Cost $100.84 Unrealized +8.4%
JEF JEFFERIES FINANCIAL GROUP 0.1%
Value ($000) $524 Shares 29,100 Est. Cost $16.63 Unrealized -16.7%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $513 Shares 17,350 Est. Cost $34.87 Unrealized -12.1%
CDW CDW CORPORATION 0.1%
Value ($000) $508 Shares 4,250 Est. Cost $68.51 Unrealized +56.5%
RPM RPM INTERNATIONAL INC. 0.1%
Value ($000) $507 Shares 6,125 Est. Cost $45.14 Unrealized +81.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $498 Shares 3,375 Est. Cost $74.11 Unrealized +66.6%
FDX FEDEX CORP 0.1%
Value ($000) $497 Shares 1,975 Est. Cost $180.94 Unrealized 0.0%
RITM NEW RESIDENTIAL INVESTMENT COR 0.1%
Value ($000) $481 Shares 60,550 Est. Cost $14.71 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $471 Shares 5,762 Est. Cost $34.40 Unrealized +97.1%
STZ CONSTELLATION BRANDS 0.1%
Value ($000) $468 Shares 2,470 Est. Cost $169.46 Unrealized -1.5%
PUREFUNDS ISE CYBER SECURITY E 0.1%
Value ($000) $463 Shares 9,950 Est. Cost $34.90 Unrealized
SSYS STRATASYS LTD 0.1%
Value ($000) $461 Shares 37,000 Est. Cost $22.28 Unrealized -34.5%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $457 Shares 4,132 Est. Cost $100.53 Unrealized +10.4%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $455 Shares 8,600 Est. Cost $26.68 Unrealized +98.3%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $451 Shares 4,164 Est. Cost $63.79 Unrealized +60.6%
RGEN REPLIGEN CORP 0.1%
Value ($000) $450 Shares 3,050 Est. Cost $142.94 Unrealized 0.0%
IQV IQVIA HOLDINGS INC 0.1%
Value ($000) $446 Shares 2,831 Est. Cost $101.80 Unrealized +53.9%
KHC THE KRAFT HEINZ COMPANY 0.1%
Value ($000) $445 Shares 14,857 Est. Cost $41.45 Unrealized -37.6%
GD GENERAL DYNAMICS 0.1%
Value ($000) $427 Shares 3,081 Est. Cost $103.69 Unrealized +26.4%
RVTY PERKINELMER INC 0.1%
Value ($000) $414 Shares 3,300 Est. Cost $31.21 Unrealized +263.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $409 Shares 1,221 Est. Cost $245.36 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $406 Shares 6,190 Est. Cost $40.70 Unrealized +44.4%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $405 Shares 6,817 Est. Cost $32.47 Unrealized +81.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $403 Shares 10,429 Est. Cost $32.08 Unrealized -15.3%
CSGP COSTAR GROUP INC. 0.1%
Value ($000) $403 Shares 475 Est. Cost $41.31 Unrealized +92.9%
SHM SPDR NUVEEN BARCLAYS SH TR MUN 0.1%
Value ($000) $399 Shares 8,000 Est. Cost $48.00 Unrealized
THOMSON REUTERS CORP NEW 0.1%
Value ($000) $398 Shares 4,993 Est. Cost $48.27 Unrealized
STE STERIS CORP 0.1%
Value ($000) $396 Shares 2,250 Est. Cost $125.82 Unrealized +21.2%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $394 Shares 2,983 Est. Cost $44.89 Unrealized +172.0%
ICE INTERCONTINENTAL EXCHANGE, INC 0.1%
Value ($000) $391 Shares 3,908 Est. Cost $69.95 Unrealized +31.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $377 Shares 3,207 Est. Cost $70.96 Unrealized +34.1%
XLV SECTOR SPDR HEALTHCARE 0.1%
Value ($000) $376 Shares 3,565 Est. Cost $98.53 Unrealized
SAIC SCIENCE APPLICATIONS INTERNATI 0.1%
Value ($000) $369 Shares 4,700 Est. Cost $78.76 Unrealized 0.0%
KMI KINDER MORGAN INC 0.1%
Value ($000) $361 Shares 29,240 Est. Cost $14.72 Unrealized -31.2%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $354 Shares 1,633 Est. Cost $134.70 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.1%
Value ($000) $353 Shares 3,268 Est. Cost $103.18 Unrealized
FCN FTI CONSULTING INC 0.1%
Value ($000) $344 Shares 3,250 Est. Cost $113.65 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $338 Shares 21,704 Est. Cost $52.56 Unrealized -68.6%
2U INC 0.1%
Value ($000) $337 Shares 9,960 Est. Cost $37.96 Unrealized
AMCOR PLC 0.1%
Value ($000) $331 Shares 30,000 Est. Cost $8.49 Unrealized +2.6%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $330 Shares 4,182 Est. Cost $35.76 Unrealized +73.5%
IDA IDACORP 0.1%
Value ($000) $320 Shares 4,000 Est. Cost $51.10 Unrealized +72.4%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $319 Shares 7,916 Est. Cost $47.18 Unrealized -9.0%
DD DUPONT DE NEMOURS 0.1%
Value ($000) $319 Shares 5,752 Est. Cost $17.44 Unrealized +20.9%
CORESITE REALTY CORP 0.0%
Value ($000) $315 Shares 2,650 Est. Cost $115.85 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $315 Shares 4,160 Est. Cost $67.46 Unrealized +20.4%
WAB WABTEC 0.0%
Value ($000) $304 Shares 4,911 Est. Cost $69.17 Unrealized -10.1%
AVNT AVIENT CORPORATION 0.0%
Value ($000) $300 Shares 11,346 Est. Cost $22.84 Unrealized 0.0%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $294 Shares 1,762 Est. Cost $117.34 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $290 Shares 2,842 Est. Cost $67.15 Unrealized +32.8%
BLDP BALLARD POWER SYSTEMS INC 0.0%
Value ($000) $287 Shares 19,000 Est. Cost $9.71 Unrealized +65.7%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $283 Shares 7,450 Est. Cost $40.80 Unrealized -28.0%
ADI ANALOG DEVICES 0.0%
Value ($000) $282 Shares 2,416 Est. Cost $68.91 Unrealized +54.5%
TATE & LYLE PLC SPONSORED ADR 0.0%
Value ($000) $281 Shares 8,101 Est. Cost $50.05 Unrealized
EWJ ISHARES MSCI JAPAN INC 0.0%
Value ($000) $278 Shares 4,700 Est. Cost $60.12 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $262 Shares 3,368 Est. Cost $40.38 Unrealized +50.5%
WALGREEN BOOTS ALLIANCE INC 0.0%
Value ($000) $262 Shares 7,300 Est. Cost $78.14 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $261 Shares 4,186 Est. Cost $47.48 Unrealized +18.9%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $258 Shares 7,500 Est. Cost $31.18 Unrealized 0.0%
ASML ASML HOLDINGS NV 0.0%
Value ($000) $258 Shares 700 Est. Cost $368.57 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $255 Shares 1,826 Est. Cost $108.45 Unrealized +15.3%
AMGN AMGEN 0.0%
Value ($000) $254 Shares 1,000 Est. Cost $146.19 Unrealized +43.3%
GIS GENERAL MILLS INC 0.0%
Value ($000) $247 Shares 4,000 Est. Cost $35.78 Unrealized +45.6%
COST COSTCO WHOLESALE 0.0%
Value ($000) $243 Shares 685 Est. Cost $309.06 Unrealized 0.0%
WM WASTE MGT. 0.0%
Value ($000) $238 Shares 2,103 Est. Cost $92.14 Unrealized +10.0%
FHN FIRST HORIZON NATIONAL CORP 0.0%
Value ($000) $236 Shares 25,000 Est. Cost $9.56 Unrealized -19.3%
L LOEWS CORP 0.0%
Value ($000) $233 Shares 6,710 Est. Cost $35.13 Unrealized 0.0%
WUXIF WUXI APPTEC CO 0.0%
Value ($000) $229 Shares 17,640 Est. Cost $9.03 Unrealized -32.8%
SYK STRYKER CORP 0.0%
Value ($000) $229 Shares 1,100 Est. Cost $183.63 Unrealized 0.0%
ETR ENTERGY CORP. NEW 0.0%
Value ($000) $217 Shares 2,200 Est. Cost $35.22 Unrealized +15.4%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $216 Shares 1,400 Est. Cost $116.82 Unrealized +21.0%
RHHBY ROCHE 0.0%
Value ($000) $214 Shares 5,000 Est. Cost $40.60 Unrealized
ALC ALCON INC 0.0%
Value ($000) $212 Shares 3,730 Est. Cost $55.82 Unrealized +3.9%
VALE VALE S.A. 0.0%
Value ($000) $212 Shares 20,000 Est. Cost $13.05 Unrealized
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $210 Shares 2,600 Est. Cost $80.77 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $206 Shares 4,700 Est. Cost $42.29 Unrealized +4.6%
GTN GRAY TELEVISION INC. CL B 0.0%
Value ($000) $164 Shares 11,900 Est. Cost $18.09 Unrealized -19.2%
CHIMERA INVT CORP NEW 0.0%
Value ($000) $129 Shares 15,750 Est. Cost $18.76 Unrealized
GNOLF GENOIL INC 0.0%
Value ($000) $0 Shares 54,000 Est. Cost $0.03 Unrealized -56.0%
SRCH SEARCHLIGHT MINERALS CORP 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.39 Unrealized -92.2%
CROWN LABORATORIES INC 0.0%
Value ($000) $0 Shares 25,000 Est. Cost Unrealized
STONE & WEBSTER INC ESCROW 0.0%
Value ($000) $0 Shares 95,000 Est. Cost Unrealized