Wellington Shields Capital Management, LLC Diversified Active

CIK: 0001506071 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value ($000): $747,514 (100.0% shares, 0.0% debt)

Holdings (258)

FLO FLOWERS FOODS INC 19.9%
Value ($000) $148,472 Shares 6,560,838 Est. Cost $13.90 Unrealized +34.6%
PSNL PERSONALIS, INC 4.4%
Value ($000) $33,221 Shares 907,419 Est. Cost $18.70 Unrealized +61.7%
MSFT MICROSOFT CORPORATION 4.2%
Value ($000) $31,573 Shares 141,950 Est. Cost $65.55 Unrealized +214.3%
AAPL APPLE INC 3.6%
Value ($000) $26,971 Shares 203,266 Est. Cost $82.66 Unrealized +41.5%
AMZN AMAZON.COM INC 2.5%
Value ($000) $18,731 Shares 5,751 Est. Cost $65.45 Unrealized +143.8%
MA MASTERCARD INC 2.0%
Value ($000) $15,168 Shares 42,496 Est. Cost $100.45 Unrealized +221.9%
ILMN ILLUMINA INC 1.9%
Value ($000) $14,419 Shares 38,969 Est. Cost $235.13 Unrealized +35.6%
GOOG ALPHABET INC-CL C 1.6%
Value ($000) $11,971 Shares 6,833 Est. Cost $39.13 Unrealized +114.0%
EW EDWARDS LIFESCIENCES CORP. 1.6%
Value ($000) $11,879 Shares 130,204 Est. Cost $58.61 Unrealized +41.5%
GOOGL ALPHABET INC (A) 1.4%
Value ($000) $10,705 Shares 6,108 Est. Cost $40.62 Unrealized +105.5%
BE BLOOM EMERGY CORP 1.4%
Value ($000) $10,155 Shares 354,324 Est. Cost $16.33 Unrealized +30.8%
JPM JP MORGAN CHASE & CO 1.2%
Value ($000) $9,321 Shares 73,352 Est. Cost $61.31 Unrealized +60.1%
BX BLACKSTONE GROUP INC. 1.2%
Value ($000) $9,177 Shares 141,595 Est. Cost $40.52 Unrealized +20.5%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $9,149 Shares 58,136 Est. Cost $94.39 Unrealized +35.1%
TMO THERMO FISHER SCIENTIFIC 1.2%
Value ($000) $8,720 Shares 18,722 Est. Cost $222.75 Unrealized +107.7%
META FACEBOOK INC 1.1%
Value ($000) $8,159 Shares 29,869 Est. Cost $111.99 Unrealized +143.1%
FIS FIDELITY NATIONAL INFORMATION 1.1%
Value ($000) $8,065 Shares 57,011 Est. Cost $118.01 Unrealized +8.0%
BLACKROCK INC 1.0%
Value ($000) $7,712 Shares 10,688 Est. Cost $449.60 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $7,392 Shares 125,815 Est. Cost $31.66 Unrealized +38.9%
ZTS ZOETIS INC 1.0%
Value ($000) $7,289 Shares 44,040 Est. Cost $94.88 Unrealized +63.8%
SKILLZ INC 1.0%
Value ($000) $7,141 Shares 357,075 Est. Cost $20.00 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.9%
Value ($000) $7,028 Shares 30,198 Est. Cost $177.70 Unrealized
LMT LOCKHEED MARTIN 0.9%
Value ($000) $6,503 Shares 18,319 Est. Cost $150.07 Unrealized +112.5%
SHOP SHOPIFY INC 0.9%
Value ($000) $6,475 Shares 5,720 Est. Cost $18.37 Unrealized +471.6%
CASI PHARMACEUTICALS INC 0.8%
Value ($000) $6,112 Shares 2,071,765 Est. Cost $2.82 Unrealized
AMD ADVANCED MICRO DEVICES 0.8%
Value ($000) $5,921 Shares 64,562 Est. Cost $42.76 Unrealized +101.8%
CRM SALESFORCE.COM 0.8%
Value ($000) $5,814 Shares 26,127 Est. Cost $122.33 Unrealized +96.4%
TGT TARGET CORP 0.8%
Value ($000) $5,720 Shares 32,403 Est. Cost $84.19 Unrealized +72.1%
ACN ACCENTURE LTD 0.7%
Value ($000) $5,419 Shares 20,746 Est. Cost $112.69 Unrealized +97.9%
PG PROCTER & GAMBLE COMPANY 0.7%
Value ($000) $5,042 Shares 36,240 Est. Cost $60.33 Unrealized +104.1%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $4,783 Shares 22,486 Est. Cost $135.35 Unrealized +21.0%
DIS WALT DISNEY CO/THE 0.6%
Value ($000) $4,779 Shares 26,375 Est. Cost $93.29 Unrealized +50.3%
RPRX ROYALTY PHARMA PLC 0.6%
Value ($000) $4,687 Shares 93,640 Est. Cost $42.43 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,447 Shares 107,885 Est. Cost $53.51 Unrealized -43.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.6%
Value ($000) $4,400 Shares 122,150 Est. Cost $33.32 Unrealized
SEDG SOLAREDGE TECHNOLOGIES, INC. 0.6%
Value ($000) $4,149 Shares 13,000 Est. Cost $105.76 Unrealized +161.3%
IBB ISHARES NASDAQ BIOTECH 0.5%
Value ($000) $4,040 Shares 26,670 Est. Cost $136.69 Unrealized
KO COCA COLA 0.5%
Value ($000) $4,006 Shares 73,051 Est. Cost $34.88 Unrealized +26.9%
PEP PEPSICO INC 0.5%
Value ($000) $3,978 Shares 26,826 Est. Cost $86.68 Unrealized +39.9%
MINT PIMCO ENHANCED S-T ETF 0.5%
Value ($000) $3,870 Shares 37,930 Est. Cost $101.68 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $3,856 Shares 104,766 Est. Cost $19.24 Unrealized +48.8%
HD HOME DEPOT INC 0.5%
Value ($000) $3,811 Shares 14,347 Est. Cost $122.50 Unrealized +97.9%
WPC W.P. CAREY INC. 0.5%
Value ($000) $3,798 Shares 53,810 Est. Cost $65.60 Unrealized
ADBE ADOBE SYSTEMS 0.5%
Value ($000) $3,774 Shares 7,546 Est. Cost $271.49 Unrealized +77.9%
NEW ORIENTAL EDUCATION 0.5%
Value ($000) $3,679 Shares 19,800 Est. Cost $111.28 Unrealized
ABBV ABBVIE INC. 0.5%
Value ($000) $3,620 Shares 33,787 Est. Cost $50.07 Unrealized +57.7%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $3,350 Shares 18,782 Est. Cost $169.20 Unrealized
TXN TEXAS INSTRUMENTS 0.4%
Value ($000) $3,153 Shares 19,210 Est. Cost $78.48 Unrealized +71.5%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $3,138 Shares 28,657 Est. Cost $31.42 Unrealized +215.9%
UNP UNION PACIFIC 0.4%
Value ($000) $3,099 Shares 14,882 Est. Cost $80.24 Unrealized +121.9%
CG CARLYLE GROUP INC 0.4%
Value ($000) $2,978 Shares 94,714 Est. Cost $23.12 Unrealized +3.0%
SCL STEPAN CO. 0.4%
Value ($000) $2,923 Shares 24,500 Est. Cost $56.48 Unrealized +108.4%
T AT&T INC 0.4%
Value ($000) $2,904 Shares 100,975 Est. Cost $13.28 Unrealized +15.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $2,895 Shares 40,477 Est. Cost $54.80 Unrealized +6.6%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $2,867 Shares 33,955 Est. Cost $71.05 Unrealized -8.5%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $2,752 Shares 11,752 Est. Cost $108.64 Unrealized +90.3%
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $2,739 Shares 40,105 Est. Cost $51.53 Unrealized +7.2%
FBIN FORTUNE BRANDS HOME & SECURITY 0.4%
Value ($000) $2,642 Shares 30,825 Est. Cost $39.69 Unrealized +69.8%
CI CIGNA CORP 0.4%
Value ($000) $2,629 Shares 12,629 Est. Cost $158.25 Unrealized +13.4%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $2,611 Shares 62,550 Est. Cost $26.00 Unrealized +62.0%
CSX CSX CORP 0.3%
Value ($000) $2,598 Shares 28,626 Est. Cost $12.06 Unrealized +122.3%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,541 Shares 7,150 Est. Cost $23.03 Unrealized +102.9%
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $2,525 Shares 7,201 Est. Cost $165.79 Unrealized +85.9%
DG DOLLAR GEN CORP 0.3%
Value ($000) $2,486 Shares 11,820 Est. Cost $192.05 Unrealized +3.1%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $2,458 Shares 39,630 Est. Cost $37.42 Unrealized +33.7%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $2,444 Shares 12,929 Est. Cost $175.59 Unrealized -6.1%
SMH VANECK VECTORS TR ETF 0.3%
Value ($000) $2,432 Shares 11,135 Est. Cost $171.54 Unrealized
WYNN WYNN RESORTS LTD 0.3%
Value ($000) $2,414 Shares 21,398 Est. Cost $91.48 Unrealized -2.0%
DRAFTKINGS INC 0.3%
Value ($000) $2,402 Shares 51,600 Est. Cost $33.78 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $2,364 Shares 19,549 Est. Cost $88.81 Unrealized +16.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $2,358 Shares 18,734 Est. Cost $105.51 Unrealized -11.5%
BKNG BOOKING HLDGS INC 0.3%
Value ($000) $2,345 Shares 1,053 Est. Cost $1709.85 Unrealized +11.0%
SNA SNAP ON INC. 0.3%
Value ($000) $2,257 Shares 13,190 Est. Cost $66.38 Unrealized +120.6%
CMCSA COMCAST CORP 0.3%
Value ($000) $2,249 Shares 42,912 Est. Cost $28.21 Unrealized +47.7%
MMM 3M CO 0.3%
Value ($000) $2,237 Shares 12,800 Est. Cost $105.03 Unrealized +11.9%
C CITIGROUP INC 0.3%
Value ($000) $2,166 Shares 35,128 Est. Cost $44.35 Unrealized -4.5%
MRK MERCK & CO 0.3%
Value ($000) $2,124 Shares 25,960 Est. Cost $60.66 Unrealized +6.9%
SII SPROTT INC NEW 0.3%
Value ($000) $2,105 Shares 72,620 Est. Cost $23.41 Unrealized +16.7%
ANSYS INC 0.3%
Value ($000) $2,037 Shares 5,600 Est. Cost $257.32 Unrealized
MAR MARRIOTT INTL INC 0.3%
Value ($000) $1,952 Shares 14,800 Est. Cost $103.80 Unrealized +6.1%
LINDE PLC 0.3%
Value ($000) $1,896 Shares 7,195 Est. Cost $245.55 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,833 Shares 23,754 Est. Cost $55.43 Unrealized +18.4%
SBUX STARBUCKS 0.2%
Value ($000) $1,811 Shares 16,928 Est. Cost $64.49 Unrealized +32.0%
XPO XPO LOGISTICS INC 0.2%
Value ($000) $1,809 Shares 15,175 Est. Cost $26.78 Unrealized +35.3%
SYY SYSCO CORP 0.2%
Value ($000) $1,790 Shares 24,100 Est. Cost $45.19 Unrealized +32.8%
V VISA INC 0.2%
Value ($000) $1,765 Shares 8,071 Est. Cost $101.61 Unrealized +94.1%
COF CAPITAL ONE FINANCIAL 0.2%
Value ($000) $1,758 Shares 17,786 Est. Cost $57.05 Unrealized +36.2%
AMGN AMGEN 0.2%
Value ($000) $1,667 Shares 7,250 Est. Cost $189.40 Unrealized +3.7%
MDLZ MONDELEZ INTERNATIONAL 0.2%
Value ($000) $1,651 Shares 28,237 Est. Cost $39.04 Unrealized +28.4%
BDX BECTON DICKINSON 0.2%
Value ($000) $1,651 Shares 6,599 Est. Cost $105.99 Unrealized +102.5%
PM PHILIP MORRIS INTERNAT 0.2%
Value ($000) $1,628 Shares 19,659 Est. Cost $55.51 Unrealized +8.7%
CFG CITIZENS FINANCIAL GROUP INC 0.2%
Value ($000) $1,573 Shares 44,000 Est. Cost $24.20 Unrealized +4.5%
WMT WAL-MART STORES 0.2%
Value ($000) $1,560 Shares 10,824 Est. Cost $43.77 Unrealized +3.4%
UEIC UNIVERSAL ELECTRONICS 0.2%
Value ($000) $1,550 Shares 29,537 Est. Cost $42.51 Unrealized +8.6%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,548 Shares 5,080 Est. Cost $160.72 Unrealized +74.8%
INTC INTEL CORP 0.2%
Value ($000) $1,528 Shares 30,675 Est. Cost $32.35 Unrealized +36.1%
XHB SPDR SER TR S&P HOMEBLDRS 0.2%
Value ($000) $1,471 Shares 25,525 Est. Cost $53.89 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $1,466 Shares 10,100 Est. Cost $129.28 Unrealized 0.0%
EFX EQUIFAX INC 0.2%
Value ($000) $1,460 Shares 7,571 Est. Cost $79.64 Unrealized +103.4%
BA BOEING CO 0.2%
Value ($000) $1,416 Shares 6,614 Est. Cost $201.18 Unrealized -4.5%
ROYAL DUTCH SHELL PLC CL A 0.2%
Value ($000) $1,400 Shares 39,850 Est. Cost $60.14 Unrealized
PSN PARSONS CORP 0.2%
Value ($000) $1,398 Shares 38,400 Est. Cost $36.78 Unrealized -8.6%
DE DEERE & CO. 0.2%
Value ($000) $1,353 Shares 5,028 Est. Cost $70.22 Unrealized +230.6%
VCSH VANGUARD SHORT-TERM CORPORATE 0.2%
Value ($000) $1,313 Shares 15,775 Est. Cost $79.66 Unrealized
GLW CORNING INC 0.2%
Value ($000) $1,300 Shares 36,100 Est. Cost $21.49 Unrealized +43.6%
CCI CROWN CASTLE INTERNATIONAL COR 0.2%
Value ($000) $1,288 Shares 8,092 Est. Cost $105.14 Unrealized +21.6%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1,254 Shares 5,000 Est. Cost $92.94 Unrealized +141.0%
SMG SCOTTS MIRACLE-GRO 0.2%
Value ($000) $1,245 Shares 6,250 Est. Cost $67.06 Unrealized +112.3%
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $1,224 Shares 15,250 Est. Cost $45.73 Unrealized +55.3%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,223 Shares 7,246 Est. Cost $74.19 Unrealized +90.6%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.2%
Value ($000) $1,147 Shares 41,673 Est. Cost $30.99 Unrealized
XLB SECTOR SPDR MATERIALS 0.2%
Value ($000) $1,133 Shares 15,650 Est. Cost $63.65 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,124 Shares 104,097 Est. Cost $22.12 Unrealized
NKE NIKE 0.1%
Value ($000) $1,111 Shares 7,851 Est. Cost $76.43 Unrealized +61.2%
DOW DOW INC 0.1%
Value ($000) $1,100 Shares 19,822 Est. Cost $36.14 Unrealized +8.0%
WY WEYERHAEUSER CO 0.1%
Value ($000) $1,095 Shares 32,670 Est. Cost $19.69 Unrealized +24.4%
PWR QUANTA SERVICES 0.1%
Value ($000) $1,088 Shares 15,100 Est. Cost $31.09 Unrealized +110.0%
CAT CATERPILLAR 0.1%
Value ($000) $1,083 Shares 5,950 Est. Cost $99.09 Unrealized +55.4%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $1,059 Shares 11,512 Est. Cost $47.29 Unrealized +73.5%
RVTY PERKINELMER INC 0.1%
Value ($000) $1,048 Shares 7,300 Est. Cost $86.20 Unrealized +52.6%
QQQ INVESCO QQQ TR ETF 0.1%
Value ($000) $1,042 Shares 3,322 Est. Cost $186.25 Unrealized
MCHP MICROCHIP TECH 0.1%
Value ($000) $1,039 Shares 7,521 Est. Cost $42.85 Unrealized +31.2%
ALB ALBEMARLE CORP 0.1%
Value ($000) $1,033 Shares 7,000 Est. Cost $64.70 Unrealized +72.6%
JBLU JETBLUE AIRWAYS CORP 0.1%
Value ($000) $1,025 Shares 70,502 Est. Cost $18.35 Unrealized -25.2%
LOW LOWES COMPANIES 0.1%
Value ($000) $1,014 Shares 6,316 Est. Cost $88.11 Unrealized +68.0%
YUM YUM BRANDS 0.1%
Value ($000) $1,002 Shares 9,233 Est. Cost $48.23 Unrealized +92.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $987 Shares 8,427 Est. Cost $77.30 Unrealized +23.0%
KHC THE KRAFT HEINZ COMPANY 0.1%
Value ($000) $980 Shares 28,279 Est. Cost $33.91 Unrealized -24.6%
CMI CUMMINS INC 0.1%
Value ($000) $954 Shares 4,200 Est. Cost $198.26 Unrealized 0.0%
AVGO BROADCOM LIMITED 0.1%
Value ($000) $927 Shares 2,117 Est. Cost $22.47 Unrealized +54.9%
GDXJ VANECK VECTORS JUNIOR GOLD MIN 0.1%
Value ($000) $918 Shares 16,925 Est. Cost $54.24 Unrealized
TSLA TESLA MOTORS INC 0.1%
Value ($000) $914 Shares 1,295 Est. Cost $107.55 Unrealized +58.7%
SSYS STRATASYS LTD 0.1%
Value ($000) $912 Shares 44,000 Est. Cost $21.29 Unrealized -24.6%
DD DUPONT DE NEMOURS 0.1%
Value ($000) $908 Shares 12,770 Est. Cost $20.89 Unrealized +13.5%
CSCO CISCO SYSTEMS 0.1%
Value ($000) $887 Shares 19,811 Est. Cost $30.90 Unrealized +14.1%
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.1%
Value ($000) $884 Shares 6,015 Est. Cost $106.28 Unrealized +20.8%
CB CHUBB CORP. 0.1%
Value ($000) $864 Shares 5,612 Est. Cost $104.53 Unrealized +24.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $857 Shares 3,992 Est. Cost $108.20 Unrealized +78.6%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $852 Shares 23,700 Est. Cost $36.04 Unrealized 0.0%
PLD PROLOGIS INC 0.1%
Value ($000) $851 Shares 8,535 Est. Cost $50.78 Unrealized +72.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $847 Shares 26,475 Est. Cost $20.34 Unrealized +6.7%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $838 Shares 27,645 Est. Cost $22.69 Unrealized +4.3%
ABBNY ABB LIMITED SPONS ADR 0.1%
Value ($000) $836 Shares 29,900 Est. Cost $27.96 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $831 Shares 3,200 Est. Cost $207.82 Unrealized +20.9%
URI UNITED RENTALS INC 0.1%
Value ($000) $829 Shares 3,575 Est. Cost $204.61 Unrealized 0.0%
BIIB BIOGEN INC 0.1%
Value ($000) $809 Shares 3,304 Est. Cost $213.68 Unrealized +21.2%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $789 Shares 21,750 Est. Cost $28.88 Unrealized 0.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value ($000) $779 Shares 40,060 Est. Cost $10.56 Unrealized +40.0%
SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $775 Shares 10,500 Est. Cost $49.99 Unrealized
DHI D R HORTON INC. 0.1%
Value ($000) $768 Shares 11,150 Est. Cost $69.25 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $733 Shares 17,875 Est. Cost $29.84 Unrealized -10.5%
CL COLGATE PALMOLIVE 0.1%
Value ($000) $723 Shares 8,450 Est. Cost $73.42 Unrealized 0.0%
FNF FNF GROUP 0.1%
Value ($000) $710 Shares 18,175 Est. Cost $26.56 Unrealized 0.0%
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $706 Shares 8,790 Est. Cost $48.42 Unrealized +38.0%
JEF JEFFERIES FINANCIAL GROUP 0.1%
Value ($000) $701 Shares 28,500 Est. Cost $16.63 Unrealized +7.6%
BRK/A BERKSHIRE HATHAWAY 'A' 0.1%
Value ($000) $696 Shares 2 Est. Cost $165023.42 Unrealized +100.4%
ETN EATON CORP PLC 0.1%
Value ($000) $692 Shares 5,762 Est. Cost $85.76 Unrealized +21.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $652 Shares 16,302 Est. Cost $30.72 Unrealized 0.0%
ETR ENTERGY CORP. NEW 0.1%
Value ($000) $619 Shares 6,200 Est. Cost $40.62 Unrealized +7.3%
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.1%
Value ($000) $610 Shares 2,631 Est. Cost $194.08 Unrealized +13.5%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $600 Shares 4,275 Est. Cost $65.14 Unrealized +77.5%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $588 Shares 6,818 Est. Cost $32.47 Unrealized +117.7%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $586 Shares 3,326 Est. Cost $126.04 Unrealized +17.0%
OC OWENS CORNING INC. 0.1%
Value ($000) $583 Shares 7,700 Est. Cost $46.20 Unrealized +57.7%
PUREFUNDS ISE CYBER SECURITY E 0.1%
Value ($000) $573 Shares 9,950 Est. Cost $34.90 Unrealized
WST WEST PHARMACEUTICALS SVCS INC 0.1%
Value ($000) $567 Shares 2,000 Est. Cost $102.01 Unrealized +171.6%
RGEN REPLIGEN CORP 0.1%
Value ($000) $565 Shares 2,950 Est. Cost $142.94 Unrealized +27.3%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $560 Shares 17,350 Est. Cost $34.87 Unrealized -11.9%
CDW CDW CORPORATION 0.1%
Value ($000) $560 Shares 4,250 Est. Cost $68.51 Unrealized +79.7%
RPM RPM INTERNATIONAL INC. 0.1%
Value ($000) $551 Shares 6,075 Est. Cost $45.14 Unrealized +95.3%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $527 Shares 3,905 Est. Cost $79.79 Unrealized +45.3%
RITM NEW RESIDENTIAL INVESTMENT COR 0.1%
Value ($000) $500 Shares 50,350 Est. Cost $14.71 Unrealized
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $497 Shares 2,215 Est. Cost $115.75 Unrealized +72.5%
AVALARA INC 0.1%
Value ($000) $495 Shares 3,000 Est. Cost $165.00 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $493 Shares 22,565 Est. Cost $51.20 Unrealized -67.0%
IQV IQVIA HOLDINGS INC 0.1%
Value ($000) $492 Shares 2,746 Est. Cost $101.80 Unrealized +65.5%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $491 Shares 8,600 Est. Cost $26.68 Unrealized +110.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $489 Shares 3,210 Est. Cost $70.96 Unrealized +75.7%
ALLE ALLEGION PLC 0.1%
Value ($000) $481 Shares 4,132 Est. Cost $101.61 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $480 Shares 5,763 Est. Cost $34.40 Unrealized +109.3%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $469 Shares 2,300 Est. Cost $181.01 Unrealized 0.0%
GD GENERAL DYNAMICS 0.1%
Value ($000) $459 Shares 3,081 Est. Cost $103.69 Unrealized +26.0%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $457 Shares 2,983 Est. Cost $44.89 Unrealized +196.4%
BLDP BALLARD POWER SYSTEMS INC 0.1%
Value ($000) $445 Shares 19,000 Est. Cost $9.71 Unrealized +89.6%
SAIC SCIENCE APPLICATIONS INTERNATI 0.1%
Value ($000) $445 Shares 4,700 Est. Cost $78.76 Unrealized +11.6%
DHR DANAHER CORP 0.1%
Value ($000) $445 Shares 2,003 Est. Cost $196.00 Unrealized 0.0%
CSGP COSTAR GROUP INC. 0.1%
Value ($000) $439 Shares 475 Est. Cost $41.31 Unrealized +112.2%
ICE INTERCONTINENTAL EXCHANGE, INC 0.1%
Value ($000) $430 Shares 3,733 Est. Cost $69.95 Unrealized +38.8%
STE STERIS CORP 0.1%
Value ($000) $426 Shares 2,250 Est. Cost $125.82 Unrealized +41.8%
IR INGERSOLL RAND INC 0.1%
Value ($000) $411 Shares 9,028 Est. Cost $41.17 Unrealized 0.0%
THOMSON REUTERS CORP NEW 0.1%
Value ($000) $409 Shares 4,993 Est. Cost $48.27 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $408 Shares 1,092 Est. Cost $245.36 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.1%
Value ($000) $402 Shares 3,148 Est. Cost $103.18 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $400 Shares 29,240 Est. Cost $14.72 Unrealized -32.5%
2U INC 0.1%
Value ($000) $398 Shares 9,960 Est. Cost $37.96 Unrealized
SHM SPDR NUVEEN BARCLAYS SH TR MUN 0.1%
Value ($000) $398 Shares 8,000 Est. Cost $48.00 Unrealized
AVNT AVIENT CORPORATION 0.1%
Value ($000) $397 Shares 9,846 Est. Cost $22.84 Unrealized +36.1%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $394 Shares 1,633 Est. Cost $134.70 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $392 Shares 725 Est. Cost $50.70 Unrealized 0.0%
IDA IDACORP 0.1%
Value ($000) $384 Shares 4,000 Est. Cost $51.10 Unrealized +78.2%
FNV FRANCO NEVADA CORP 0.1%
Value ($000) $384 Shares 3,060 Est. Cost $128.78 Unrealized 0.0%
EWJ ISHARES MSCI JAPAN INC 0.1%
Value ($000) $383 Shares 5,670 Est. Cost $61.39 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $363 Shares 3,250 Est. Cost $113.65 Unrealized -5.3%
ADI ANALOG DEVICES 0.0%
Value ($000) $357 Shares 2,416 Est. Cost $68.91 Unrealized +75.9%
NSRGY NESTLE SA SPON ADR REPSTG REG 0.0%
Value ($000) $354 Shares 3,003 Est. Cost $117.88 Unrealized
SLGN SILGAN HLDGS 0.0%
Value ($000) $354 Shares 9,550 Est. Cost $36.03 Unrealized 0.0%
AMCOR PLC 0.0%
Value ($000) $353 Shares 30,000 Est. Cost $8.49 Unrealized +8.7%
NVDA NVIDIA 0.0%
Value ($000) $352 Shares 675 Est. Cost $13.35 Unrealized 0.0%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $352 Shares 4,683 Est. Cost $38.72 Unrealized +63.8%
XLV SECTOR SPDR HEALTHCARE 0.0%
Value ($000) $351 Shares 3,090 Est. Cost $98.53 Unrealized
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $351 Shares 3,775 Est. Cost $84.57 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $347 Shares 7,250 Est. Cost $40.80 Unrealized -12.6%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $341 Shares 3,450 Est. Cost $38.64 Unrealized +124.4%
ASML ASML HOLDINGS NV 0.0%
Value ($000) $341 Shares 700 Est. Cost $368.57 Unrealized
CTVA CORTEVA 0.0%
Value ($000) $333 Shares 8,593 Est. Cost $33.76 Unrealized 0.0%
CORESITE REALTY CORP 0.0%
Value ($000) $332 Shares 2,650 Est. Cost $115.85 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $327 Shares 4,160 Est. Cost $67.46 Unrealized +14.3%
FHN FIRST HORIZON NATIONAL CORP 0.0%
Value ($000) $319 Shares 25,000 Est. Cost $9.56 Unrealized +2.1%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $318 Shares 7,500 Est. Cost $31.18 Unrealized +6.4%
MULTIPLAN CORPORATION 0.0%
Value ($000) $312 Shares 39,000 Est. Cost $8.00 Unrealized
L LOEWS CORP 0.0%
Value ($000) $302 Shares 6,710 Est. Cost $35.13 Unrealized +12.2%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $302 Shares 1,792 Est. Cost $117.66 Unrealized +16.4%
TATE & LYLE PLC SPONSORED ADR 0.0%
Value ($000) $299 Shares 8,101 Est. Cost $50.05 Unrealized
IWM ISHARES RUSSELL 2000 INDEX 0.0%
Value ($000) $292 Shares 1,489 Est. Cost $196.10 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.0%
Value ($000) $291 Shares 7,300 Est. Cost $78.14 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $283 Shares 15,096 Est. Cost $13.33 Unrealized 0.0%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $283 Shares 7,501 Est. Cost $33.81 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $280 Shares 4,141 Est. Cost $47.48 Unrealized +26.5%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $280 Shares 1,950 Est. Cost $125.41 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $272 Shares 1,400 Est. Cost $116.82 Unrealized +41.6%
SYK STRYKER CORP 0.0%
Value ($000) $270 Shares 1,100 Est. Cost $183.63 Unrealized +16.8%
ZBRA ZEBRA TECHNOLOGIES 0.0%
Value ($000) $268 Shares 697 Est. Cost $336.52 Unrealized 0.0%
CLX CLOROX CO 0.0%
Value ($000) $256 Shares 1,270 Est. Cost $98.68 Unrealized +78.7%
IP INTERNATIONAL PAPER 0.0%
Value ($000) $256 Shares 5,150 Est. Cost $35.85 Unrealized 0.0%
SVB FINANCIAL GROUP 0.0%
Value ($000) $252 Shares 650 Est. Cost $387.69 Unrealized
WM WASTE MGT. 0.0%
Value ($000) $248 Shares 2,103 Est. Cost $92.14 Unrealized +16.6%
ROST ROSS STORES 0.0%
Value ($000) $246 Shares 2,000 Est. Cost $99.15 Unrealized 0.0%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $243 Shares 3,369 Est. Cost $40.38 Unrealized +60.0%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $240 Shares 5,150 Est. Cost $40.31 Unrealized 0.0%
COST COSTCO WHOLESALE 0.0%
Value ($000) $239 Shares 635 Est. Cost $309.06 Unrealized +12.4%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $236 Shares 700 Est. Cost $445.83 Unrealized 0.0%
WUXIF WUXI APPTEC CO 0.0%
Value ($000) $229 Shares 17,640 Est. Cost $9.03 Unrealized -35.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $227 Shares 2,162 Est. Cost $100.53 Unrealized +4.1%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $225 Shares 20,000 Est. Cost $11.25 Unrealized
NEM NEWMONT MINING 0.0%
Value ($000) $220 Shares 3,674 Est. Cost $52.35 Unrealized 0.0%
RHHBY ROCHE 0.0%
Value ($000) $219 Shares 5,000 Est. Cost $40.60 Unrealized
XYZ SQUARE INC - A 0.0%
Value ($000) $218 Shares 1,000 Est. Cost $195.07 Unrealized 0.0%
PRI PRIMERICA INC 0.0%
Value ($000) $214 Shares 1,600 Est. Cost $125.63 Unrealized 0.0%
MGA MAGNA INTL CORP 0.0%
Value ($000) $212 Shares 3,000 Est. Cost $50.00 Unrealized 0.0%
DGEAF DIAGEO 0.0%
Value ($000) $208 Shares 5,125 Est. Cost $33.09 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $207 Shares 800 Est. Cost $220.47 Unrealized 0.0%
MATX MATSON INC 0.0%
Value ($000) $207 Shares 3,625 Est. Cost $50.80 Unrealized 0.0%
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.0%
Value ($000) $204 Shares 1,265 Est. Cost $161.26 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $204 Shares 10,800 Est. Cost $14.16 Unrealized 0.0%
CHIMERA INVT CORP NEW 0.0%
Value ($000) $161 Shares 15,750 Est. Cost $18.76 Unrealized
ROBEX INC 0.0%
Value ($000) $26 Shares 70,000 Est. Cost $0.37 Unrealized
CROWN LABORATORIES INC 0.0%
Value ($000) $0 Shares 25,000 Est. Cost Unrealized
GNOLF GENOIL INC 0.0%
Value ($000) $0 Shares 54,000 Est. Cost $0.03 Unrealized -50.5%