Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 16, 2020

Total Value ($000): $605,464 (100.0% shares, 0.0% debt)

Holdings (201)

SPY SPDR S&P 500 ETF TR 33.1%
Value ($000) $200,555 Shares 598,869 Est. Cost $249.52 Unrealized
VTI VANGUARD INDEX FDS 8.6%
Value ($000) $52,240 Shares 306,734 Est. Cost $129.55 Unrealized
SCHB SCHWAB STRATEGIC TR 6.9%
Value ($000) $41,783 Shares 524,653 Est. Cost $58.61 Unrealized
MRK MERCK & CO. INC 5.4%
Value ($000) $32,399 Shares 390,591 Est. Cost $59.51 Unrealized +10.8%
AAPL APPLE INC 2.1%
Value ($000) $12,884 Shares 111,249 Est. Cost $89.16 Unrealized +18.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $11,520 Shares 36 Est. Cost $318723.75 Unrealized -3.7%
AON AON PLC 1.7%
Value ($000) $10,305 Shares 49,954 Est. Cost $178.56 Unrealized +7.4%
AME AMETEK INC 1.6%
Value ($000) $9,663 Shares 97,214 Est. Cost $67.19 Unrealized +38.9%
QQQ INVESCO QQQ TR 1.5%
Value ($000) $9,348 Shares 33,644 Est. Cost $221.57 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $9,112 Shares 43,321 Est. Cost $126.96 Unrealized +58.1%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $8,869 Shares 92,123 Est. Cost $83.49 Unrealized +2.3%
ITW ILLINOIS TOOL WKS INC 1.4%
Value ($000) $8,552 Shares 44,263 Est. Cost $134.27 Unrealized +24.6%
XLP SELECT SECTOR SPDR TR 1.2%
Value ($000) $7,238 Shares 112,920 Est. Cost $54.47 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $7,131 Shares 21,300 Est. Cost $249.52 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $6,638 Shares 2,108 Est. Cost $67.54 Unrealized +133.4%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $6,098 Shares 30,341 Est. Cost $177.54 Unrealized +0.8%
GOOG ALPHABET INC 0.9%
Value ($000) $5,308 Shares 3,612 Est. Cost $56.24 Unrealized +34.6%
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $5,247 Shares 44,961 Est. Cost $101.75 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $4,310 Shares 20,239 Est. Cost $203.11 Unrealized +0.7%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $4,221 Shares 30,371 Est. Cost $68.70 Unrealized +69.4%
DLN WISDOMTREE TR 0.7%
Value ($000) $4,086 Shares 42,107 Est. Cost $90.13 Unrealized
SCHX SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,992 Shares 49,511 Est. Cost $56.32 Unrealized
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $3,908 Shares 84,471 Est. Cost $32.55 Unrealized +15.6%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $3,893 Shares 35,418 Est. Cost $102.11 Unrealized -13.1%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $3,614 Shares 10,687 Est. Cost $273.68 Unrealized +15.3%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $3,576 Shares 17,530 Est. Cost $137.80 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $3,481 Shares 28,053 Est. Cost $120.22 Unrealized +1.6%
IWM ISHARES TR 0.6%
Value ($000) $3,444 Shares 22,992 Est. Cost $143.50 Unrealized
MMM 3M CO 0.5%
Value ($000) $3,326 Shares 20,765 Est. Cost $115.61 Unrealized -4.5%
GOOGL ALPHABET INC 0.5%
Value ($000) $2,999 Shares 2,046 Est. Cost $56.56 Unrealized +33.7%
GLD SPDR GOLD TR 0.5%
Value ($000) $2,786 Shares 15,730 Est. Cost $156.09 Unrealized
SEATTLE GENETICS INC 0.5%
Value ($000) $2,749 Shares 14,050 Est. Cost $73.22 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $2,524 Shares 9,636 Est. Cost $180.79 Unrealized +41.7%
CI CIGNA CORP NEW 0.4%
Value ($000) $2,417 Shares 14,266 Est. Cost $166.69 Unrealized -3.4%
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $2,057 Shares 3,675 Est. Cost $409.51 Unrealized +47.2%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,863 Shares 6,054 Est. Cost $236.78 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,649 Shares 11,079 Est. Cost $104.78 Unrealized +21.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,628 Shares 27,373 Est. Cost $32.47 Unrealized +31.1%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,619 Shares 19,540 Est. Cost $81.06 Unrealized
TDOC TELADOC HEALTH INC 0.3%
Value ($000) $1,572 Shares 7,169 Est. Cost $116.34 Unrealized +82.0%
NOW SERVICENOW INC 0.3%
Value ($000) $1,562 Shares 3,220 Est. Cost $33.36 Unrealized +167.7%
QRVO QORVO INC 0.3%
Value ($000) $1,544 Shares 11,969 Est. Cost $66.22 Unrealized +87.3%
UNP UNION PAC CORP 0.3%
Value ($000) $1,543 Shares 7,836 Est. Cost $137.57 Unrealized +19.8%
ORCL ORACLE CORP 0.2%
Value ($000) $1,501 Shares 25,149 Est. Cost $44.59 Unrealized +18.3%
C CITIGROUP INC 0.2%
Value ($000) $1,489 Shares 34,536 Est. Cost $47.11 Unrealized -12.9%
IHI ISHARES TR 0.2%
Value ($000) $1,427 Shares 4,763 Est. Cost $253.81 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,423 Shares 3,318 Est. Cost $102.01 Unrealized +15.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,418 Shares 5,795 Est. Cost $37.09 Unrealized +12.2%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,411 Shares 4,800 Est. Cost $190.58 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,390 Shares 4,459 Est. Cost $230.98 Unrealized +21.7%
GLW CORNING INC 0.2%
Value ($000) $1,381 Shares 42,623 Est. Cost $27.05 Unrealized -1.4%
TMUS T-MOBILE US INC 0.2%
Value ($000) $1,323 Shares 11,570 Est. Cost $67.59 Unrealized +58.4%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $1,309 Shares 9,535 Est. Cost $72.54 Unrealized +60.7%
V VISA INC 0.2%
Value ($000) $1,226 Shares 6,131 Est. Cost $101.29 Unrealized +89.8%
EATON VANCE FLTING RATE INC 0.2%
Value ($000) $1,176 Shares 99,014 Est. Cost $13.98 Unrealized
EVOQUA WATER TECHNOLOGIES CO 0.2%
Value ($000) $1,163 Shares 54,800 Est. Cost $12.75 Unrealized
PLUG PLUG POWER INC 0.2%
Value ($000) $1,162 Shares 86,630 Est. Cost $3.86 Unrealized +185.8%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,159 Shares 6,827 Est. Cost $180.55 Unrealized -12.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,154 Shares 49,081 Est. Cost $30.24 Unrealized -27.8%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1,140 Shares 15,860 Est. Cost $78.67 Unrealized -22.5%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $1,117 Shares 8,950 Est. Cost $78.57 Unrealized +41.6%
XYL XYLEM INC 0.2%
Value ($000) $1,101 Shares 13,086 Est. Cost $67.22 Unrealized +8.7%
IONS IONIS PHARMACEUTICALS INC 0.2%
Value ($000) $1,068 Shares 22,500 Est. Cost $64.51 Unrealized -13.9%
NFLX NETFLIX INC 0.2%
Value ($000) $1,059 Shares 2,118 Est. Cost $36.52 Unrealized +36.3%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,038 Shares 2,350 Est. Cost $304.91 Unrealized +33.6%
RCL ROYAL CARIBBEAN GROUP 0.2%
Value ($000) $1,014 Shares 15,668 Est. Cost $108.13 Unrealized -46.5%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,014 Shares 64,831 Est. Cost $11.12 Unrealized +21.4%
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $995 Shares 1,594 Est. Cost $521.90 Unrealized +13.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $970 Shares 7,974 Est. Cost $97.49 Unrealized -3.7%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $966 Shares 40,114 Est. Cost $24.54 Unrealized -11.1%
DEO DIAGEO PLC 0.2%
Value ($000) $964 Shares 7,002 Est. Cost $164.16 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $932 Shares 12,425 Est. Cost $60.04 Unrealized -2.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $882 Shares 5,732 Est. Cost $115.49 Unrealized
II-VI INC 0.1%
Value ($000) $854 Shares 21,044 Est. Cost $33.65 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $844 Shares 3,843 Est. Cost $113.49 Unrealized +59.8%
DISCOVERY INC 0.1%
Value ($000) $844 Shares 38,760 Est. Cost $27.02 Unrealized
UNILEVER N V 0.1%
Value ($000) $842 Shares 13,937 Est. Cost $51.35 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $838 Shares 17,845 Est. Cost $37.84 Unrealized +24.8%
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $836 Shares 9,300 Est. Cost $75.23 Unrealized +1.1%
AMGN AMGEN INC 0.1%
Value ($000) $833 Shares 3,277 Est. Cost $141.91 Unrealized +47.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $809 Shares 6,878 Est. Cost $52.42 Unrealized +81.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $808 Shares 5,661 Est. Cost $100.34 Unrealized +16.4%
PRKS SEAWORLD ENTMT INC 0.1%
Value ($000) $799 Shares 40,520 Est. Cost $25.26 Unrealized -27.7%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $789 Shares 4,006 Est. Cost $103.01 Unrealized +82.4%
PZZA PAPA JOHNS INTL INC 0.1%
Value ($000) $773 Shares 9,398 Est. Cost $40.17 Unrealized +97.4%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $771 Shares 16,523 Est. Cost $52.50 Unrealized -13.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $754 Shares 19,151 Est. Cost $29.56 Unrealized +25.4%
IWV ISHARES TR 0.1%
Value ($000) $717 Shares 3,663 Est. Cost $182.03 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $711 Shares 1,315 Est. Cost $8.65 Unrealized +34.1%
NKE NIKE INC 0.1%
Value ($000) $683 Shares 5,442 Est. Cost $89.62 Unrealized +11.2%
DBI DESIGNER BRANDS INC 0.1%
Value ($000) $681 Shares 125,458 Est. Cost $5.79 Unrealized 0.0%
GUNR FLEXSHARES TR 0.1%
Value ($000) $678 Shares 24,435 Est. Cost $32.76 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.1%
Value ($000) $677 Shares 4,500 Est. Cost $156.95 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $655 Shares 8,097 Est. Cost $86.38 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $646 Shares 13,091 Est. Cost $36.24 Unrealized +12.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $641 Shares 10,151 Est. Cost $50.99 Unrealized +10.1%
PEP PEPSICO INC 0.1%
Value ($000) $638 Shares 4,600 Est. Cost $96.32 Unrealized +19.6%
HD HOME DEPOT INC 0.1%
Value ($000) $635 Shares 2,285 Est. Cost $146.34 Unrealized +62.4%
FDX FEDEX CORP 0.1%
Value ($000) $626 Shares 2,490 Est. Cost $139.60 Unrealized +29.6%
TGNA TEGNA INC 0.1%
Value ($000) $620 Shares 52,750 Est. Cost $12.69 Unrealized -6.4%
ENR ENERGIZER HLDGS INC NEW 0.1%
Value ($000) $603 Shares 15,400 Est. Cost $35.85 Unrealized +3.4%
INTC INTEL CORP 0.1%
Value ($000) $590 Shares 11,388 Est. Cost $34.00 Unrealized +36.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $588 Shares 1,632 Est. Cost $267.44 Unrealized +26.2%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $585 Shares 26,904 Est. Cost $26.58 Unrealized -25.5%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $550 Shares 1,392 Est. Cost $355.74 Unrealized +13.2%
VIAV VIAVI SOLUTIONS INC 0.1%
Value ($000) $547 Shares 46,610 Est. Cost $12.19 Unrealized +6.5%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $542 Shares 3,631 Est. Cost $113.43 Unrealized +11.8%
ECL ECOLAB INC 0.1%
Value ($000) $540 Shares 2,701 Est. Cost $166.36 Unrealized +13.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $537 Shares 1,094 Est. Cost $316.30 Unrealized +47.1%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $516 Shares 1,734 Est. Cost $209.23 Unrealized +20.3%
NWSA NEWS CORP NEW 0.1%
Value ($000) $516 Shares 36,807 Est. Cost $11.69 Unrealized +13.6%
PFE PFIZER INC 0.1%
Value ($000) $507 Shares 13,817 Est. Cost $23.86 Unrealized +13.7%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $504 Shares 5,322 Est. Cost $69.55 Unrealized +10.0%
SPLUNK INC 0.1%
Value ($000) $503 Shares 2,674 Est. Cost $82.96 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $497 Shares 1,401 Est. Cost $279.48 Unrealized +10.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $496 Shares 2,194 Est. Cost $141.48 Unrealized +50.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $496 Shares 2,180 Est. Cost $161.16 Unrealized
HAS HASBRO INC 0.1%
Value ($000) $483 Shares 5,833 Est. Cost $82.22 Unrealized -23.7%
NFRA FLEXSHARES TR 0.1%
Value ($000) $479 Shares 9,599 Est. Cost $53.86 Unrealized
WMT WALMART INC 0.1%
Value ($000) $476 Shares 3,403 Est. Cost $31.85 Unrealized +29.7%
ABBV ABBVIE INC 0.1%
Value ($000) $468 Shares 5,345 Est. Cost $54.44 Unrealized +40.2%
CCJ CAMECO CORP 0.1%
Value ($000) $439 Shares 43,450 Est. Cost $9.81 Unrealized +8.4%
DY DYCOM INDS INC 0.1%
Value ($000) $437 Shares 8,270 Est. Cost $34.88 Unrealized +38.9%
PGNY PROGYNY INC 0.1%
Value ($000) $432 Shares 14,675 Est. Cost $22.96 Unrealized +20.1%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $424 Shares 4,582 Est. Cost $83.76 Unrealized +8.6%
TXT TEXTRON INC 0.1%
Value ($000) $423 Shares 11,712 Est. Cost $51.12 Unrealized -29.5%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $419 Shares 9,050 Est. Cost $65.73 Unrealized -22.9%
ACWI ISHARES TR 0.1%
Value ($000) $413 Shares 5,167 Est. Cost $59.24 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $410 Shares 1,361 Est. Cost $202.07 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $409 Shares 13,830 Est. Cost $30.88 Unrealized -12.2%
T AT&T INC 0.1%
Value ($000) $407 Shares 14,286 Est. Cost $15.47 Unrealized +0.6%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $399 Shares 1,694 Est. Cost $229.61 Unrealized -9.0%
ATLASSIAN CORP PLC 0.1%
Value ($000) $390 Shares 2,144 Est. Cost $115.36 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $385 Shares 1,773 Est. Cost $126.99 Unrealized
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $378 Shares 2,038 Est. Cost $160.38 Unrealized +10.3%
TDS TELEPHONE & DATA SYS INC 0.1%
Value ($000) $378 Shares 20,500 Est. Cost $33.60 Unrealized -37.4%
ABT ABBOTT LABS 0.1%
Value ($000) $372 Shares 3,419 Est. Cost $71.02 Unrealized +30.0%
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $370 Shares 5,394 Est. Cost $54.04 Unrealized +8.9%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $364 Shares 1,738 Est. Cost $172.11 Unrealized +5.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $361 Shares 1,551 Est. Cost $221.99 Unrealized +1.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $359 Shares 289 Est. Cost $20.22 Unrealized +19.2%
SHOP SHOPIFY INC 0.1%
Value ($000) $359 Shares 351 Est. Cost $69.41 Unrealized +43.2%
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $356 Shares 10,475 Est. Cost $30.13 Unrealized
FNV FRANCO NEV CORP 0.1%
Value ($000) $356 Shares 2,547 Est. Cost $130.41 Unrealized +8.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $355 Shares 6,371 Est. Cost $47.68 Unrealized +5.0%
STERLING BANCORP DEL 0.1%
Value ($000) $350 Shares 33,238 Est. Cost $20.06 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $349 Shares 1,051 Est. Cost $179.37 Unrealized
AMYRIS INC 0.1%
Value ($000) $343 Shares 117,600 Est. Cost $2.83 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $326 Shares 3,086 Est. Cost $88.57 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $322 Shares 4,457 Est. Cost $73.01 Unrealized
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $316 Shares 3,185 Est. Cost $41.39 Unrealized +77.8%
ELV ANTHEM INC 0.1%
Value ($000) $312 Shares 1,161 Est. Cost $247.72 Unrealized +0.9%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $308 Shares 180 Est. Cost $1557.74 Unrealized +10.9%
ANSYS INC 0.1%
Value ($000) $307 Shares 939 Est. Cost $222.02 Unrealized
SMART GLOBAL HLDGS INC 0.0%
Value ($000) $298 Shares 10,900 Est. Cost $25.45 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $298 Shares 1,187 Est. Cost $155.67 Unrealized +38.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $298 Shares 3,670 Est. Cost $56.68 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $296 Shares 5,590 Est. Cost $39.65 Unrealized +33.5%
UNP UNION PAC CORP 0.0%
Value ($000) $295 Shares 1,500 Est. Cost $137.57 Unrealized +19.8%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $294 Shares 16,715 Est. Cost $22.45 Unrealized -18.5%
GENERAL ELECTRIC CO 0.0%
Value ($000) $293 Shares 46,984 Est. Cost $6.82 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $292 Shares 10,450 Est. Cost $29.76 Unrealized -14.8%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $289 Shares 2,022 Est. Cost $117.53 Unrealized +9.5%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $287 Shares 1,956 Est. Cost $103.69 Unrealized +19.8%
TENB TENABLE HLDGS INC 0.0%
Value ($000) $286 Shares 7,585 Est. Cost $27.17 Unrealized +26.2%
WDAY WORKDAY INC 0.0%
Value ($000) $281 Shares 1,307 Est. Cost $197.84 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $277 Shares 5,552 Est. Cost $45.97 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $273 Shares 4,186 Est. Cost $44.88 Unrealized +35.8%
BLACKROCK INC 0.0%
Value ($000) $273 Shares 485 Est. Cost $434.28 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $272 Shares 5,619 Est. Cost $35.21 Unrealized +20.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $269 Shares 969 Est. Cost $50.22 Unrealized +20.0%
BYD BOYD GAMING CORP 0.0%
Value ($000) $269 Shares 8,780 Est. Cost $24.10 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $267 Shares 800 Est. Cost $249.52 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $266 Shares 1,262 Est. Cost $126.80 Unrealized +37.9%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $266 Shares 3,693 Est. Cost $77.93 Unrealized -14.7%
YUM YUM BRANDS INC 0.0%
Value ($000) $266 Shares 2,919 Est. Cost $83.37 Unrealized 0.0%
WBS WEBSTER FINL CORP CONN 0.0%
Value ($000) $263 Shares 9,957 Est. Cost $46.64 Unrealized -41.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $257 Shares 1,300 Est. Cost $103.01 Unrealized +82.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $251 Shares 1,167 Est. Cost $173.71 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $249 Shares 2,919 Est. Cost $73.30 Unrealized +12.6%
HCAT HEALTH CATALYST INC 0.0%
Value ($000) $247 Shares 6,755 Est. Cost $33.96 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $244 Shares 2,205 Est. Cost $103.47 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $243 Shares 1,112 Est. Cost $165.58 Unrealized +15.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $241 Shares 2,063 Est. Cost $106.45 Unrealized 0.0%
STORE CAP CORP 0.0%
Value ($000) $239 Shares 8,712 Est. Cost $27.43 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $239 Shares 3,099 Est. Cost $68.73 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $238 Shares 1,430 Est. Cost $117.34 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $235 Shares 1,430 Est. Cost $133.22 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $233 Shares 3,100 Est. Cost $47.97 Unrealized +72.8%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $232 Shares 17,450 Est. Cost $19.54 Unrealized -32.2%
SVB FINANCIAL GROUP 0.0%
Value ($000) $226 Shares 939 Est. Cost $240.68 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $225 Shares 2,588 Est. Cost $86.94 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $225 Shares 1,200 Est. Cost $171.67 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $217 Shares 1,307 Est. Cost $139.87 Unrealized 0.0%
AERIE PHARMACEUTICALS INC 0.0%
Value ($000) $209 Shares 17,720 Est. Cost $23.46 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $205 Shares 5,000 Est. Cost $32.91 Unrealized +24.4%
TRMB TRIMBLE INC 0.0%
Value ($000) $205 Shares 4,200 Est. Cost $47.78 Unrealized 0.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $200 Shares 966 Est. Cost $207.04 Unrealized
QFIN 360 DIGITECH INC 0.0%
Value ($000) $119 Shares 10,000 Est. Cost $8.00 Unrealized
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $36 Shares 20,000 Est. Cost $1.80 Unrealized
HIGHPOINT RES CORP 0.0%
Value ($000) $3 Shares 12,100 Est. Cost $2.21 Unrealized