Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $571,102 (100.0% shares, 0.0% debt)

Holdings (199)

SPY SPDR S&P 500 ETF TR 33.2%
Value ($000) $189,350 Shares 614,054 Est. Cost $249.52 Unrealized
VTI VANGUARD INDEX FDS 8.8%
Value ($000) $50,385 Shares 321,885 Est. Cost $129.55 Unrealized
SCHB SCHWAB STRATEGIC TR 7.7%
Value ($000) $44,192 Shares 601,496 Est. Cost $58.61 Unrealized
MRK MERCK & CO. INC 5.3%
Value ($000) $30,147 Shares 389,848 Est. Cost $59.51 Unrealized +5.7%
AAPL APPLE INC 1.8%
Value ($000) $10,284 Shares 28,191 Est. Cost $39.64 Unrealized +89.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $9,890 Shares 37 Est. Cost $318723.75 Unrealized -14.0%
AON AON PLC 1.7%
Value ($000) $9,798 Shares 50,871 Est. Cost $178.56 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $9,617 Shares 48,665 Est. Cost $177.54 Unrealized -7.5%
AME AMETEK INC 1.5%
Value ($000) $8,680 Shares 97,123 Est. Cost $67.19 Unrealized +20.3%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $8,648 Shares 91,940 Est. Cost $83.49 Unrealized -2.1%
AMZN AMAZON COM INC 1.5%
Value ($000) $8,643 Shares 3,133 Est. Cost $67.54 Unrealized +78.8%
MSFT MICROSOFT CORP 1.5%
Value ($000) $8,411 Shares 41,328 Est. Cost $123.40 Unrealized +40.2%
ITW ILLINOIS TOOL WKS INC 1.4%
Value ($000) $7,739 Shares 44,263 Est. Cost $134.27 Unrealized +6.4%
QQQ INVESCO QQQ TR 1.3%
Value ($000) $7,294 Shares 29,460 Est. Cost $213.58 Unrealized
XLP SELECT SECTOR SPDR TR 1.2%
Value ($000) $6,614 Shares 112,795 Est. Cost $54.47 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $5,083 Shares 3,596 Est. Cost $56.24 Unrealized +19.1%
DLN WISDOMTREE TR 0.7%
Value ($000) $3,889 Shares 41,873 Est. Cost $90.13 Unrealized
CI CIGNA CORP NEW 0.7%
Value ($000) $3,791 Shares 20,201 Est. Cost $166.69 Unrealized +4.1%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $3,789 Shares 36,017 Est. Cost $102.11 Unrealized -15.8%
SCHX SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,736 Shares 50,419 Est. Cost $56.32 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $3,614 Shares 30,229 Est. Cost $68.70 Unrealized +47.8%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $3,416 Shares 11,554 Est. Cost $273.68 Unrealized -0.1%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $3,368 Shares 17,484 Est. Cost $137.80 Unrealized
IWM ISHARES TR 0.6%
Value ($000) $3,289 Shares 22,970 Est. Cost $143.50 Unrealized
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $3,191 Shares 81,873 Est. Cost $32.39 Unrealized +1.2%
MMM 3M CO 0.6%
Value ($000) $3,166 Shares 20,293 Est. Cost $115.74 Unrealized -11.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $3,125 Shares 17,505 Est. Cost $202.88 Unrealized -10.0%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $3,058 Shares 29,270 Est. Cost $93.74 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $2,739 Shares 24,566 Est. Cost $119.95 Unrealized -10.1%
GLD SPDR GOLD TR 0.4%
Value ($000) $2,489 Shares 14,870 Est. Cost $154.88 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $2,466 Shares 1,739 Est. Cost $53.20 Unrealized +25.8%
EATON VANCE FLTING RATE INC 0.4%
Value ($000) $2,457 Shares 215,499 Est. Cost $13.98 Unrealized
SEATTLE GENETICS INC 0.4%
Value ($000) $2,455 Shares 14,450 Est. Cost $73.22 Unrealized
REGN REGENERON PHARMACEUTICALS 0.4%
Value ($000) $2,297 Shares 3,683 Est. Cost $409.51 Unrealized +37.8%
SPDR S&P 500 ETF TR 0.4%
Value ($000) $2,220 Shares 7,200 Est. Cost Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $2,110 Shares 4,638 Est. Cost $36.52 Unrealized +16.5%
META FACEBOOK INC 0.3%
Value ($000) $1,920 Shares 8,454 Est. Cost $170.27 Unrealized +21.8%
C CITIGROUP INC 0.3%
Value ($000) $1,866 Shares 36,525 Est. Cost $47.11 Unrealized -17.9%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,707 Shares 6,024 Est. Cost $236.78 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $1,664 Shares 4,107 Est. Cost $33.36 Unrealized +111.7%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,615 Shares 19,540 Est. Cost $81.06 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,488 Shares 26,998 Est. Cost $32.33 Unrealized +26.0%
ORCL ORACLE CORP 0.3%
Value ($000) $1,483 Shares 26,835 Est. Cost $44.59 Unrealized +9.9%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,380 Shares 59,621 Est. Cost $24.70 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,380 Shares 53,891 Est. Cost $30.24 Unrealized -20.7%
TDOC TELADOC HEALTH INC 0.2%
Value ($000) $1,359 Shares 7,122 Est. Cost $116.34 Unrealized +50.6%
IONS IONIS PHARMACEUTICALS INC 0.2%
Value ($000) $1,327 Shares 22,500 Est. Cost $64.51 Unrealized -13.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,323 Shares 9,410 Est. Cost $100.84 Unrealized +23.2%
QRVO QORVO INC 0.2%
Value ($000) $1,323 Shares 11,969 Est. Cost $66.22 Unrealized +49.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,321 Shares 5,750 Est. Cost $37.09 Unrealized -5.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $1,320 Shares 12,670 Est. Cost $67.59 Unrealized +37.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,268 Shares 4,298 Est. Cost $229.10 Unrealized +14.0%
IHI ISHARES TR 0.2%
Value ($000) $1,236 Shares 4,668 Est. Cost $252.88 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,218 Shares 7,203 Est. Cost $135.17 Unrealized +4.6%
V VISA INC 0.2%
Value ($000) $1,189 Shares 6,155 Est. Cost $101.29 Unrealized +73.3%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1,177 Shares 18,798 Est. Cost $78.67 Unrealized -28.0%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,160 Shares 6,836 Est. Cost $180.55 Unrealized -7.1%
DEO DIAGEO P L C 0.2%
Value ($000) $1,144 Shares 8,511 Est. Cost $164.16 Unrealized
GLW CORNING INC 0.2%
Value ($000) $1,104 Shares 42,618 Est. Cost $27.05 Unrealized -28.3%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,063 Shares 4,926 Est. Cost $190.58 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $1,021 Shares 8,950 Est. Cost $78.57 Unrealized +15.7%
EVOQUA WATER TECHNOLOGIES CO 0.2%
Value ($000) $1,018 Shares 54,750 Est. Cost $12.75 Unrealized
II-VI INC 0.2%
Value ($000) $991 Shares 20,994 Est. Cost $33.65 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $976 Shares 5,601 Est. Cost $103.01 Unrealized +33.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $957 Shares 20,521 Est. Cost $29.56 Unrealized +25.1%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $919 Shares 11,943 Est. Cost $50.99 Unrealized +20.6%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $919 Shares 17,845 Est. Cost $37.84 Unrealized +21.6%
SHAK SHAKE SHACK INC 0.2%
Value ($000) $910 Shares 17,171 Est. Cost $58.19 Unrealized -13.1%
NXST NEXSTAR MEDIA GROUP INC 0.2%
Value ($000) $895 Shares 10,700 Est. Cost $75.23 Unrealized -16.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $876 Shares 12,505 Est. Cost $60.04 Unrealized -8.7%
XYL XYLEM INC 0.1%
Value ($000) $850 Shares 13,086 Est. Cost $67.22 Unrealized -8.1%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $841 Shares 35,404 Est. Cost $24.90 Unrealized -17.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $835 Shares 5,732 Est. Cost $115.49 Unrealized
DISCOVERY INC 0.1%
Value ($000) $818 Shares 38,760 Est. Cost $27.02 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $792 Shares 6,559 Est. Cost $98.28 Unrealized -7.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $791 Shares 15,718 Est. Cost $108.13 Unrealized -58.9%
UNILEVER N V 0.1%
Value ($000) $777 Shares 14,587 Est. Cost $51.35 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $769 Shares 3,261 Est. Cost $141.91 Unrealized +35.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $755 Shares 65,231 Est. Cost $11.12 Unrealized -22.9%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $750 Shares 16,473 Est. Cost $52.50 Unrealized -14.6%
PZZA PAPA JOHNS INTL INC 0.1%
Value ($000) $746 Shares 9,398 Est. Cost $40.17 Unrealized +59.6%
ENR ENERGIZER HLDGS INC NEW 0.1%
Value ($000) $741 Shares 15,600 Est. Cost $35.85 Unrealized -8.3%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $734 Shares 7,315 Est. Cost $59.18 Unrealized +35.5%
PLUG PLUG POWER INC 0.1%
Value ($000) $709 Shares 86,380 Est. Cost $3.86 Unrealized +21.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $705 Shares 3,824 Est. Cost $113.49 Unrealized +41.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $682 Shares 7,475 Est. Cost $52.42 Unrealized +35.4%
GUNR FLEXSHARES TR 0.1%
Value ($000) $675 Shares 24,435 Est. Cost $32.76 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $673 Shares 1,858 Est. Cost $277.77 Unrealized +18.9%
INTC INTEL CORP 0.1%
Value ($000) $672 Shares 11,226 Est. Cost $33.82 Unrealized +57.3%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $669 Shares 1,312 Est. Cost $507.25 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $666 Shares 22,021 Est. Cost $15.47 Unrealized +0.2%
IWV ISHARES TR 0.1%
Value ($000) $660 Shares 3,663 Est. Cost $182.03 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $635 Shares 588 Est. Cost $27.46 Unrealized +97.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $606 Shares 7,069 Est. Cost $83.76 Unrealized 0.0%
TGNA TEGNA INC 0.1%
Value ($000) $586 Shares 52,600 Est. Cost $12.69 Unrealized -12.4%
KO COCA COLA CO 0.1%
Value ($000) $581 Shares 12,994 Est. Cost $36.24 Unrealized +6.9%
HD HOME DEPOT INC 0.1%
Value ($000) $577 Shares 2,304 Est. Cost $146.34 Unrealized +36.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $570 Shares 4,493 Est. Cost $96.05 Unrealized +3.6%
PRKS SEAWORLD ENTMT INC 0.1%
Value ($000) $566 Shares 38,220 Est. Cost $25.68 Unrealized -42.6%
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $564 Shares 5,277 Est. Cost $150.28 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $555 Shares 5,900 Est. Cost Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $534 Shares 4,037 Est. Cost $93.69 Unrealized +18.2%
SPLUNK INC 0.1%
Value ($000) $534 Shares 2,689 Est. Cost $82.96 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $522 Shares 5,317 Est. Cost $54.44 Unrealized +29.5%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $506 Shares 1,536 Est. Cost $263.07 Unrealized +9.1%
ADBE ADOBE INC 0.1%
Value ($000) $485 Shares 1,113 Est. Cost $316.30 Unrealized +17.1%
VIAV VIAVI SOLUTIONS INC 0.1%
Value ($000) $476 Shares 37,360 Est. Cost $11.99 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $471 Shares 2,194 Est. Cost $141.48 Unrealized +23.4%
ECL ECOLAB INC 0.1%
Value ($000) $464 Shares 2,332 Est. Cost $162.86 Unrealized +11.8%
NFRA FLEXSHARES TR 0.1%
Value ($000) $459 Shares 9,599 Est. Cost $53.86 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $459 Shares 5,830 Est. Cost $88.52 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $457 Shares 3,616 Est. Cost $113.43 Unrealized -6.4%
GM GENERAL MTRS CO 0.1%
Value ($000) $457 Shares 18,058 Est. Cost $30.88 Unrealized -24.0%
MDB MONGODB INC 0.1%
Value ($000) $453 Shares 2,000 Est. Cost $185.21 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $452 Shares 26,904 Est. Cost $26.58 Unrealized -39.3%
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $451 Shares 7,800 Est. Cost $41.39 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $449 Shares 9,300 Est. Cost $65.73 Unrealized -33.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $446 Shares 65,364 Est. Cost $6.82 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $445 Shares 43,450 Est. Cost $9.81 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $440 Shares 2,175 Est. Cost $161.16 Unrealized
COUPA SOFTWARE INC 0.1%
Value ($000) $440 Shares 1,590 Est. Cost $276.73 Unrealized
NWSA NEWS CORP NEW 0.1%
Value ($000) $440 Shares 37,107 Est. Cost $11.69 Unrealized -13.2%
PFE PFIZER INC 0.1%
Value ($000) $439 Shares 13,426 Est. Cost $23.76 Unrealized +9.4%
HAS HASBRO INC 0.1%
Value ($000) $437 Shares 5,833 Est. Cost $82.22 Unrealized -29.4%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $416 Shares 1,095 Est. Cost $8.06 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $408 Shares 8,456 Est. Cost $35.21 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $407 Shares 3,396 Est. Cost $31.85 Unrealized +19.5%
NKE NIKE INC 0.1%
Value ($000) $401 Shares 4,087 Est. Cost $86.30 Unrealized -1.0%
TDS TELEPHONE & DATA SYS INC 0.1%
Value ($000) $394 Shares 19,800 Est. Cost $34.05 Unrealized -43.9%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $393 Shares 1,013 Est. Cost $338.16 Unrealized +2.5%
STERLING BANCORP DEL 0.1%
Value ($000) $391 Shares 33,393 Est. Cost $20.06 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $388 Shares 1,201 Est. Cost $179.37 Unrealized
ATLASSIAN CORP PLC 0.1%
Value ($000) $386 Shares 2,144 Est. Cost $115.36 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $385 Shares 11,712 Est. Cost $51.12 Unrealized -42.6%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $384 Shares 1,857 Est. Cost $229.61 Unrealized -19.4%
ACWI ISHARES TR 0.1%
Value ($000) $381 Shares 5,167 Est. Cost $59.24 Unrealized
PGNY PROGYNY INC 0.1%
Value ($000) $379 Shares 14,675 Est. Cost $22.96 Unrealized 0.0%
IYW ISHARES TR 0.1%
Value ($000) $367 Shares 1,359 Est. Cost $202.07 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $359 Shares 1,185 Est. Cost $274.09 Unrealized +1.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $354 Shares 3,963 Est. Cost $77.93 Unrealized -10.4%
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $352 Shares 6,119 Est. Cost $54.04 Unrealized -2.8%
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $351 Shares 10,475 Est. Cost $30.13 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $340 Shares 1,770 Est. Cost $126.99 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $335 Shares 1,389 Est. Cost $198.67 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $333 Shares 351 Est. Cost $69.41 Unrealized 0.0%
DY DYCOM INDS INC 0.1%
Value ($000) $330 Shares 8,070 Est. Cost $34.55 Unrealized 0.0%
GVA GRANITE CONSTR INC 0.1%
Value ($000) $320 Shares 16,715 Est. Cost $22.45 Unrealized -24.5%
ABT ABBOTT LABS 0.1%
Value ($000) $312 Shares 3,413 Est. Cost $71.02 Unrealized +15.4%
AMYRIS INC 0.1%
Value ($000) $310 Shares 72,600 Est. Cost $2.77 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $308 Shares 3,079 Est. Cost $88.57 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $298 Shares 4,430 Est. Cost $73.01 Unrealized
SMART GLOBAL HLDGS INC 0.1%
Value ($000) $296 Shares 10,900 Est. Cost $25.45 Unrealized
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $292 Shares 3,646 Est. Cost $66.35 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $289 Shares 3,938 Est. Cost $73.30 Unrealized 0.0%
WBS WEBSTER FINL CORP CONN 0.0%
Value ($000) $285 Shares 9,951 Est. Cost $46.64 Unrealized -43.2%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $282 Shares 2,792 Est. Cost $43.34 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $278 Shares 1,956 Est. Cost $103.69 Unrealized +12.2%
BIL SPDR SER TR 0.0%
Value ($000) $278 Shares 3,042 Est. Cost $91.39 Unrealized
IAC INTERACTIVECORP 0.0%
Value ($000) $275 Shares 850 Est. Cost $210.00 Unrealized
ANSYS INC 0.0%
Value ($000) $274 Shares 939 Est. Cost $222.02 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $269 Shares 17,450 Est. Cost $19.54 Unrealized -36.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $269 Shares 5,590 Est. Cost $39.65 Unrealized +18.9%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $264 Shares 2,132 Est. Cost $117.53 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $263 Shares 483 Est. Cost $434.28 Unrealized
AERIE PHARMACEUTICALS INC 0.0%
Value ($000) $261 Shares 17,670 Est. Cost $23.46 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $260 Shares 1,860 Est. Cost $126.31 Unrealized 0.0%
UNION PAC CORP 0.0%
Value ($000) $254 Shares 1,500 Est. Cost Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $253 Shares 4,236 Est. Cost $44.88 Unrealized +14.0%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $252 Shares 3,100 Est. Cost $47.97 Unrealized +58.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $247 Shares 585 Est. Cost $26.14 Unrealized 0.0%
SPDR S&P 500 ETF TR 0.0%
Value ($000) $247 Shares 800 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $247 Shares 1,034 Est. Cost $220.31 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $241 Shares 1,419 Est. Cost $163.49 Unrealized -2.8%
ELV ANTHEM INC 0.0%
Value ($000) $239 Shares 909 Est. Cost $247.08 Unrealized 0.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $237 Shares 1,263 Est. Cost $155.67 Unrealized +6.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $234 Shares 1,374 Est. Cost $152.41 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $233 Shares 969 Est. Cost $50.22 Unrealized +3.5%
CMI CUMMINS INC 0.0%
Value ($000) $227 Shares 1,311 Est. Cost $126.80 Unrealized +9.8%
PAYPAL HLDGS INC 0.0%
Value ($000) $226 Shares 1,300 Est. Cost Unrealized
TENB TENABLE HLDGS INC 0.0%
Value ($000) $226 Shares 7,565 Est. Cost $27.17 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $224 Shares 4,423 Est. Cost $46.63 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $224 Shares 10,450 Est. Cost $29.76 Unrealized -25.8%
HDB HDFC BANK LTD 0.0%
Value ($000) $223 Shares 4,906 Est. Cost $45.45 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $223 Shares 10,379 Est. Cost $21.49 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $221 Shares 1,161 Est. Cost $167.17 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $220 Shares 1,165 Est. Cost $165.58 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $213 Shares 1,299 Est. Cost $143.90 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $213 Shares 1,519 Est. Cost $113.18 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $213 Shares 3,099 Est. Cost $68.73 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $212 Shares 133 Est. Cost $1497.60 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $212 Shares 201 Est. Cost $18.51 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $208 Shares 3,670 Est. Cost $56.68 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $206 Shares 1,200 Est. Cost $171.67 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $205 Shares 4,577 Est. Cost $34.82 Unrealized 0.0%
NEU NEWMARKET CORP 0.0%
Value ($000) $204 Shares 509 Est. Cost $365.81 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $203 Shares 5,000 Est. Cost $32.91 Unrealized 0.0%
QFIN 360 FINANCE INC 0.0%
Value ($000) $107 Shares 10,000 Est. Cost $8.00 Unrealized
RTI SURGICAL HOLDINGS INC 0.0%
Value ($000) $64 Shares 20,000 Est. Cost $4.10 Unrealized
HIGHPOINT RES CORP 0.0%
Value ($000) $4 Shares 12,100 Est. Cost $2.21 Unrealized