Transamerica Financial Advisors, Inc. Diversified Active

CIK: 0001502149 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $5,510 (100.0% shares, 0.0% debt)

Holdings (186)

VV VANGUARD INDEX FDS 17.7%
Value ($000) $977 Shares 6,245 Est. Cost $142.61 Unrealized
BND VANGUARD BD INDEX FDS 9.6%
Value ($000) $530 Shares 6,000 Est. Cost $88.10 Unrealized
IWR ISHARES TR 5.6%
Value ($000) $308 Shares 5,354 Est. Cost $53.72 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 4.8%
Value ($000) $266 Shares 6,492 Est. Cost $38.85 Unrealized
IJR ISHARES TR 3.7%
Value ($000) $202 Shares 2,876 Est. Cost $68.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.1%
Value ($000) $173 Shares 3,989 Est. Cost $39.68 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.9%
Value ($000) $161 Shares 2,764 Est. Cost $57.72 Unrealized
TIP ISHARES TR 2.9%
Value ($000) $161 Shares 1,272 Est. Cost $122.80 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 2.9%
Value ($000) $158 Shares 2,943 Est. Cost $49.76 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.8%
Value ($000) $156 Shares 1,883 Est. Cost $82.61 Unrealized
VNQ VANGUARD INDEX FDS 2.5%
Value ($000) $137 Shares 1,726 Est. Cost $78.70 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $120 Shares 1,084 Est. Cost $96.41 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $120 Shares 1,879 Est. Cost $46.52 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 2.1%
Value ($000) $115 Shares 1,500 Est. Cost $74.47 Unrealized
JNK SPDR SER TR 1.9%
Value ($000) $103 Shares 986 Est. Cost $101.36 Unrealized
SCHC SCHWAB STRATEGIC TR 1.8%
Value ($000) $101 Shares 3,087 Est. Cost $29.67 Unrealized
PXI INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $98 Shares 7,652 Est. Cost $15.17 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 1.7%
Value ($000) $94 Shares 798 Est. Cost $105.19 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $93 Shares 494 Est. Cost $165.91 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 1.7%
Value ($000) $91 Shares 992 Est. Cost $80.43 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 1.6%
Value ($000) $89 Shares 2,079 Est. Cost $37.41 Unrealized
FTXR FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $88 Shares 3,762 Est. Cost $23.39 Unrealized
VWOB VANGUARD WHITEHALL FDS 1.5%
Value ($000) $80 Shares 1,004 Est. Cost $77.85 Unrealized
EWX SPDR INDEX SHS FDS 1.3%
Value ($000) $74 Shares 1,660 Est. Cost $40.92 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $65 Shares 233 Est. Cost $247.60 Unrealized
AGG ISHARES TR 1.0%
Value ($000) $57 Shares 483 Est. Cost $118.17 Unrealized
SWEDISH EXPT CR CORP 1.0%
Value ($000) $57 Shares 13,071 Est. Cost $4.10 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.9%
Value ($000) $52 Shares 611 Est. Cost $75.52 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.9%
Value ($000) $50 Shares 782 Est. Cost $62.82 Unrealized
FNY FIRST TR EXCH TRD ALPHDX FD 0.9%
Value ($000) $50 Shares 931 Est. Cost $47.33 Unrealized
MLPB UBS AG LONDON BRANCH 0.8%
Value ($000) $44 Shares 4,674 Est. Cost $11.54 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $36 Shares 733 Est. Cost $46.92 Unrealized
CWB SPDR SER TR 0.6%
Value ($000) $35 Shares 498 Est. Cost $60.50 Unrealized
IBND SPDR SER TR 0.6%
Value ($000) $34 Shares 935 Est. Cost $36.17 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $34 Shares 350 Est. Cost $95.12 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $34 Shares 612 Est. Cost $54.36 Unrealized
PSK SPDR SER TR 0.6%
Value ($000) $34 Shares 770 Est. Cost $41.86 Unrealized
SPLB SPDR SER TR 0.6%
Value ($000) $33 Shares 1,038 Est. Cost $31.70 Unrealized
SHM SPDR SER TR 0.6%
Value ($000) $31 Shares 615 Est. Cost $49.87 Unrealized
IEF ISHARES TR 0.5%
Value ($000) $28 Shares 227 Est. Cost $121.85 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $14 Shares 75 Est. Cost $166.84 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $14 Shares 194 Est. Cost $66.09 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $12 Shares 423 Est. Cost $26.56 Unrealized
EEMV ISHARES INC 0.2%
Value ($000) $12 Shares 206 Est. Cost $52.24 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $11 Shares 48 Est. Cost $191.57 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $8 Shares 56 Est. Cost $117.19 Unrealized
FGM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $7 Shares 153 Est. Cost $40.62 Unrealized
FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $7 Shares 144 Est. Cost $40.36 Unrealized
FXF INVESCO CURRENCYSHARES SWISS 0.1%
Value ($000) $7 Shares 65 Est. Cost $96.78 Unrealized
FIRST TR BICK INDEX FD 0.1%
Value ($000) $7 Shares 235 Est. Cost $26.32 Unrealized
FCA FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $7 Shares 260 Est. Cost $23.92 Unrealized
FSZ FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $7 Shares 128 Est. Cost $48.99 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $5 Shares 45 Est. Cost $101.77 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $4 Shares 185 Est. Cost $16.99 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $3 Shares 26 Est. Cost $67.61 Unrealized -1.3%
HSY HERSHEY CO 0.1%
Value ($000) $3 Shares 17 Est. Cost $117.69 Unrealized +6.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $3 Shares 10 Est. Cost $140.03 Unrealized +24.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $3 Shares 85 Est. Cost $38.02 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $3 Shares 16 Est. Cost $112.69 Unrealized +9.6%
TGT TARGET CORP 0.1%
Value ($000) $3 Shares 15 Est. Cost $98.18 Unrealized +20.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $3 Shares 1 Est. Cost $120.78 Unrealized +30.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $3 Shares 41 Est. Cost $40.75 Unrealized +4.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 31 Est. Cost $47.92 Unrealized +1.4%
BIIB BIOGEN INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $300.33 Unrealized -7.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $70.79 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $60.29 Unrealized +35.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $2 Shares 9 Est. Cost $130.78 Unrealized +24.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $99.52 Unrealized +17.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $92.61 Unrealized +15.6%
UNP UNION PAC CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $141.44 Unrealized +16.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $79.74 Unrealized +47.1%
VFC V F CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $58.24 Unrealized +10.9%
AAPL APPLE INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $75.09 Unrealized +41.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $99.37 Unrealized +7.1%
AMGN AMGEN INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $191.68 Unrealized +9.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $2 Shares 14 Est. Cost $85.63 Unrealized -4.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $2 Shares 3 Est. Cost $370.53 Unrealized +25.5%
ABT ABBOTT LABS 0.0%
Value ($000) $2 Shares 12 Est. Cost $80.50 Unrealized +14.7%
WMT WALMART INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $38.07 Unrealized +8.5%
WELL WELLTOWER INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $48.13 Unrealized -1.8%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $124.46 Unrealized +17.9%
CITRIX SYS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $148.03 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 10 Est. Cost $168.73 Unrealized +12.0%
KO COCA COLA CO 0.0%
Value ($000) $2 Shares 21 Est. Cost $38.72 Unrealized +5.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2 Shares 20 Est. Cost $62.36 Unrealized +8.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $2 Shares 5 Est. Cost $279.18 Unrealized +10.7%
CMI CUMMINS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $139.25 Unrealized +25.6%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $28.21 Unrealized +1.4%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 5 Est. Cost $167.17 Unrealized +8.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $94.34 Unrealized -0.3%
EBAY EBAY INC. 0.0%
Value ($000) $2 Shares 30 Est. Cost $49.17 Unrealized +2.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $2 Shares 19 Est. Cost $50.74 Unrealized +15.8%
EFX EQUIFAX INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $157.47 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $2 Shares 29 Est. Cost $16.28 Unrealized +23.2%
FYC FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $2 Shares 25 Est. Cost $42.50 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 45 Est. Cost $41.30 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.71 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.0%
Value ($000) $2 Shares 17 Est. Cost $67.34 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $17.79 Unrealized +4.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2 Shares 14 Est. Cost $124.42 Unrealized +5.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $178.97 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $2 Shares 49 Est. Cost $26.94 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $199.72 Unrealized +19.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $118.62 Unrealized +12.3%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $346.08 Unrealized +10.7%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $126.74 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 112 Est. Cost $7.28 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $142.90 Unrealized +17.1%
INTC INTEL CORP 0.0%
Value ($000) $2 Shares 21 Est. Cost $53.20 Unrealized -12.5%
INTU INTUIT 0.0%
Value ($000) $2 Shares 6 Est. Cost $264.89 Unrealized +14.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $179.26 Unrealized +25.3%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $120.77 Unrealized +8.7%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $2 Shares 98 Est. Cost $9.37 Unrealized 0.0%
KLAC KLA CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $154.93 Unrealized +20.1%
KR KROGER CO 0.0%
Value ($000) $2 Shares 36 Est. Cost $28.78 Unrealized +7.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $2 Shares 14 Est. Cost $143.86 Unrealized +1.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 4 Est. Cost $323.73 Unrealized +1.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $44.56 Unrealized +9.0%
NUE NUCOR CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $36.42 Unrealized +10.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $2 Shares 4 Est. Cost $11.60 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $44.36 Unrealized -0.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $58.96 Unrealized +9.5%
PEP PEPSICO INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $110.78 Unrealized +4.0%
PFE PFIZER INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $25.99 Unrealized +4.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $85.95 Unrealized +3.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $2 Shares 8 Est. Cost $101.53 Unrealized +14.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $70.96 Unrealized +34.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $346.52 Unrealized +16.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $287.01 Unrealized +17.6%
MRK MERCK & CO. INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $62.87 Unrealized +4.9%
MSFT MICROSOFT CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $173.06 Unrealized +16.0%
MHK MOHAWK INDS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $89.92 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 4 Est. Cost $81.79 Unrealized +5.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $54.79 Unrealized +7.4%
IYY ISHARES TR 0.0%
Value ($000) $1 Shares 2 Est. Cost $205.68 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $274.07 Unrealized +3.7%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $66.35 Unrealized +15.3%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.45 Unrealized -0.7%
PSA PUBLIC STORAGE 0.0%
Value ($000) $1 Shares 2 Est. Cost $151.61 Unrealized +7.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $1 Shares 7 Est. Cost $124.24 Unrealized +2.2%
PWR QUANTA SVCS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $35.24 Unrealized +30.6%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $74.49 Unrealized +11.5%
ENZL ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $93.29 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $81.74 Unrealized +4.5%
COLUMBIA PPTY TR INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $13.21 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $37.00 Unrealized +0.2%
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $91.32 Unrealized -8.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $44.39 Unrealized +0.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $49.89 Unrealized +4.5%
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 12 Est. Cost $34.06 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 15 Est. Cost $26.71 Unrealized
FISV FISERV INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $97.83 Unrealized +1.8%
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 58 Est. Cost $23.75 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1 Shares 5 Est. Cost $116.75 Unrealized +10.3%
FEDERAL RLTY INVT TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $47.34 Unrealized -4.8%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $179.34 Unrealized 0.0%
GGG GRACO INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $43.92 Unrealized +18.9%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $270.64 Unrealized +19.8%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $42.24 Unrealized +1.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $61.47 Unrealized -8.7%
ESRT EMPIRE ST RLTY TR INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $7.11 Unrealized
EWZ ISHARES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $77.21 Unrealized
HPQ HP INC 0.0%
Value ($000) $1 Shares 52 Est. Cost $14.93 Unrealized +1.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $62.65 Unrealized -1.0%
EWT ISHARES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $53.05 Unrealized
ISHARES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $70.50 Unrealized +8.2%
BLACKROCK INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $544.64 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.14 Unrealized +10.0%
VRSN VERISIGN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $205.77 Unrealized -0.5%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $79.57 Unrealized +9.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $111.91 Unrealized +14.2%
MMM 3M CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.42 Unrealized +7.8%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $210.56 Unrealized +2.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $330.32 Unrealized +23.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.96 Unrealized +8.9%
TTC TORO CO 0.0%
Value ($000) $1 Shares 2 Est. Cost $65.68 Unrealized +13.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $93.55 Unrealized +9.5%
T AT&T INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $15.50 Unrealized +0.4%
UGI UGI CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $30.33 Unrealized +9.4%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $52.81 Unrealized +9.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $251.75 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $261.09 Unrealized +7.7%
SPIB SPDR SER TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $36.57 Unrealized