Somerset Trust Co Diversified Active

CIK: 0001597099 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 7, 2025

Total Value ($000): $306,837 (100.0% shares, 0.0% debt)

Holdings (183)

MSFT MICROSOFT CORP COM 5.5%
Value ($000) $16,879 Shares 33,933 Est. Cost $56.63 Unrealized +663.6%
AAPL APPLE INC 3.7%
Value ($000) $11,240 Shares 54,782 Est. Cost $87.29 Unrealized +130.7%
JPM JPMORGAN CHASE & CO COM 3.3%
Value ($000) $10,036 Shares 34,617 Est. Cost $57.57 Unrealized +338.9%
CSCO CISCO SYS INC COM 2.5%
Value ($000) $7,594 Shares 109,452 Est. Cost $21.20 Unrealized +184.8%
WMT WAL MART INC COM 2.4%
Value ($000) $7,485 Shares 76,545 Est. Cost $48.40 Unrealized +95.8%
LOW LOWES COS INC COM 2.2%
Value ($000) $6,746 Shares 30,404 Est. Cost $64.72 Unrealized +240.9%
ADI ANALOG DEVICES INC COM 2.1%
Value ($000) $6,460 Shares 27,139 Est. Cost $63.37 Unrealized +225.1%
FDN FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 2.1%
Value ($000) $6,347 Shares 23,567 Est. Cost $84.21 Unrealized
NEE NEXTERA ENERGY INC COM 2.0%
Value ($000) $6,236 Shares 89,826 Est. Cost $56.77 Unrealized +20.0%
ADP AUTOMATIC DATA PROCESSING INCOM 1.9%
Value ($000) $5,944 Shares 19,274 Est. Cost $84.24 Unrealized +258.9%
ABT ABBOTT LABS COM 1.9%
Value ($000) $5,932 Shares 43,611 Est. Cost $54.20 Unrealized +141.0%
JNJ JOHNSON AND JOHNSON 1.9%
Value ($000) $5,888 Shares 38,547 Est. Cost $96.48 Unrealized +56.3%
AFL AFLAC INC 1.9%
Value ($000) $5,741 Shares 54,442 Est. Cost $34.10 Unrealized +203.9%
COST COSTCO WHSL CORP NEW COM 1.9%
Value ($000) $5,709 Shares 5,767 Est. Cost $106.27 Unrealized +832.3%
AMGN AMGEN INC COM 1.9%
Value ($000) $5,703 Shares 20,425 Est. Cost $144.39 Unrealized +92.4%
RTX RTX CORPORATION 1.9%
Value ($000) $5,682 Shares 38,915 Est. Cost $64.71 Unrealized +103.6%
MCD MCDONALDS CORP COM 1.7%
Value ($000) $5,353 Shares 18,321 Est. Cost $127.26 Unrealized +138.5%
LIN LINDE PLC 1.7%
Value ($000) $5,298 Shares 11,293 Est. Cost $327.30 Unrealized +38.2%
ITW ILLINOIS TOOL WORKS INC COM 1.6%
Value ($000) $4,977 Shares 20,129 Est. Cost $95.57 Unrealized +148.1%
LHX L3HARRIS TECHNOLOGIES INC 1.6%
Value ($000) $4,901 Shares 19,539 Est. Cost $167.99 Unrealized +35.2%
BLK BLACKROCK INC 1.6%
Value ($000) $4,879 Shares 4,650 Est. Cost $989.46 Unrealized -5.7%
PAYX PAYCHEX INC COM 1.6%
Value ($000) $4,783 Shares 32,880 Est. Cost $45.69 Unrealized +222.9%
AVGO BROADCOM INC 1.5%
Value ($000) $4,732 Shares 17,167 Est. Cost $215.92 Unrealized 0.0%
META META PLATFORMS INC 1.5%
Value ($000) $4,694 Shares 6,360 Est. Cost $616.61 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP. COM 1.4%
Value ($000) $4,443 Shares 17,356 Est. Cost $105.45 Unrealized +121.0%
GD GENERAL DYNAMICS 1.4%
Value ($000) $4,315 Shares 14,794 Est. Cost $112.28 Unrealized +142.6%
MDT MEDTRONIC PLC SHS 1.4%
Value ($000) $4,256 Shares 48,827 Est. Cost $63.74 Unrealized +31.0%
CB CHUBB LIMITED COM 1.4%
Value ($000) $4,166 Shares 14,381 Est. Cost $110.48 Unrealized +159.8%
ACN ACCENTURE PLC 1.3%
Value ($000) $4,018 Shares 13,443 Est. Cost $158.84 Unrealized +90.7%
FDS FACTSET RESEARCH SYSTEMS INC 1.3%
Value ($000) $3,893 Shares 8,703 Est. Cost $161.10 Unrealized +169.6%
WEC WEC ENERGY GROUP INC 1.2%
Value ($000) $3,733 Shares 35,826 Est. Cost $54.75 Unrealized +90.4%
APD AIR PRODUCTS & CHEMICALS INC 1.2%
Value ($000) $3,622 Shares 12,842 Est. Cost $123.11 Unrealized +117.8%
EMR EMERSON ELEC CO COM 1.2%
Value ($000) $3,592 Shares 26,938 Est. Cost $53.13 Unrealized +113.7%
PG PROCTER & GAMBLE CO COM 1.1%
Value ($000) $3,418 Shares 21,453 Est. Cost $87.94 Unrealized +82.8%
CEG CONSTELLATION ENERGY CORP 1.0%
Value ($000) $3,144 Shares 9,741 Est. Cost $263.84 Unrealized 0.0%
HD HOME DEPOT INC COM 1.0%
Value ($000) $3,016 Shares 8,227 Est. Cost $76.63 Unrealized +364.4%
BDX BECTON DICKINSON AND COMPANY 0.9%
Value ($000) $2,830 Shares 16,427 Est. Cost $143.80 Unrealized +25.5%
PEP PEPSICO INC COM 0.9%
Value ($000) $2,818 Shares 21,344 Est. Cost $90.57 Unrealized +44.7%
ES EVERSOURCE ENERGY COM 0.8%
Value ($000) $2,541 Shares 39,948 Est. Cost $45.79 Unrealized +30.8%
PSX PHILLIPS 66 COM 0.8%
Value ($000) $2,444 Shares 20,485 Est. Cost $59.26 Unrealized +84.7%
CL COLGATE PALMOLIVE CO COM 0.8%
Value ($000) $2,416 Shares 26,577 Est. Cost $60.22 Unrealized +49.5%
COF CAPITAL ONE FINANCIAL CORP 0.8%
Value ($000) $2,342 Shares 11,010 Est. Cost $65.63 Unrealized +181.9%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.7%
Value ($000) $2,296 Shares 16,299 Est. Cost $73.30 Unrealized +65.0%
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $2,240 Shares 62,750 Est. Cost $36.36 Unrealized -6.7%
CVX CHEVRONTEXACO CORP COM 0.7%
Value ($000) $2,157 Shares 15,066 Est. Cost $79.41 Unrealized +72.5%
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $2,004 Shares 6,425 Est. Cost $327.15 Unrealized +14.6%
ROST ROSS STORES INC COM 0.6%
Value ($000) $1,910 Shares 14,968 Est. Cost $46.69 Unrealized +195.1%
CLX CLOROX COMPANY COM 0.6%
Value ($000) $1,873 Shares 15,598 Est. Cost $98.80 Unrealized +32.0%
TGT TARGET CORP COM 0.6%
Value ($000) $1,838 Shares 18,628 Est. Cost $67.18 Unrealized +38.9%
JEPI J P MORGAN EXCHANGE-TRADED FD 0.6%
Value ($000) $1,835 Shares 32,271 Est. Cost $48.22 Unrealized
T AT&T INC COM 0.6%
Value ($000) $1,698 Shares 58,674 Est. Cost $15.19 Unrealized +77.5%
NKE NIKE INC CL B 0.5%
Value ($000) $1,668 Shares 23,478 Est. Cost $66.25 Unrealized -10.8%
DGX QUEST DIAGNOSTICS INC 0.5%
Value ($000) $1,658 Shares 9,232 Est. Cost $57.91 Unrealized +197.1%
TSM TAIWAN SEMICONDUCTOR MFG CO 0.5%
Value ($000) $1,503 Shares 6,635 Est. Cost $129.07 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,492 Shares 8,465 Est. Cost $135.89 Unrealized +20.2%
TSLA TESLA INC 0.5%
Value ($000) $1,485 Shares 4,675 Est. Cost $223.60 Unrealized +34.7%
DY DYCOM INDS INC 0.5%
Value ($000) $1,481 Shares 6,059 Est. Cost $116.68 Unrealized +68.7%
PFF ISHARES TR U.S. PFD STK ETF 0.5%
Value ($000) $1,478 Shares 48,166 Est. Cost $35.54 Unrealized
MET METLIFE INC 0.5%
Value ($000) $1,390 Shares 17,281 Est. Cost $31.59 Unrealized +140.0%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $1,369 Shares 30,262 Est. Cost $38.05 Unrealized +7.1%
AMT AMERICAN TOWER CORP NEW COM 0.4%
Value ($000) $1,319 Shares 5,970 Est. Cost $208.27 Unrealized +1.0%
ITOT ISHARES TR 0.4%
Value ($000) $1,267 Shares 9,385 Est. Cost $100.91 Unrealized
C CITIGROUP INC COM NEW 0.4%
Value ($000) $1,261 Shares 14,814 Est. Cost $37.09 Unrealized +92.0%
NVDA NVIDIA CORP COM 0.4%
Value ($000) $1,233 Shares 7,806 Est. Cost $103.03 Unrealized +22.1%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1,094 Shares 8,873 Est. Cost $90.07 Unrealized +3.5%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $854 Shares 7,700 Est. Cost $54.09 Unrealized +93.0%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $838 Shares 10,580 Est. Cost $87.93 Unrealized -12.0%
FANG DIAMONDBACK ENERGY INC COM 0.3%
Value ($000) $834 Shares 6,070 Est. Cost $134.81 Unrealized +1.0%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $810 Shares 18,727 Est. Cost $36.45 Unrealized +14.7%
PNR PENTAIR PLC SHS 0.3%
Value ($000) $773 Shares 7,533 Est. Cost $37.87 Unrealized +145.3%
RDDT REDDIT INC 0.2%
Value ($000) $753 Shares 5,000 Est. Cost $113.37 Unrealized 0.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $718 Shares 3,866 Est. Cost $142.04 Unrealized +28.6%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $713 Shares 1,149 Est. Cost $410.31 Unrealized
CI CIGNA GROUP 0.2%
Value ($000) $701 Shares 2,120 Est. Cost $194.37 Unrealized +63.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $700 Shares 11,285 Est. Cost $79.45 Unrealized
PKG PACKAGING CORP OF AMERICA 0.2%
Value ($000) $663 Shares 3,518 Est. Cost $46.74 Unrealized +297.4%
MA MASTERCARD INC CL A 0.2%
Value ($000) $655 Shares 1,166 Est. Cost $404.14 Unrealized +36.5%
HEWJ ISHARES TR 0.2%
Value ($000) $650 Shares 14,513 Est. Cost $35.94 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $649 Shares 2,026 Est. Cost $40.94 Unrealized +700.1%
ADBE ADOBE SYS INC COM 0.2%
Value ($000) $628 Shares 1,623 Est. Cost $474.98 Unrealized -18.9%
PSCT INVESCO EXCHNG TRADED FD TR S&P SMLCP INFO 0.2%
Value ($000) $622 Shares 13,443 Est. Cost $57.22 Unrealized
VMC VULCAN MATERIALS COMPANY 0.2%
Value ($000) $616 Shares 2,361 Est. Cost $218.83 Unrealized +17.0%
HSY HERSHEY FOODS CORP COM 0.2%
Value ($000) $604 Shares 3,637 Est. Cost $197.12 Unrealized -18.0%
LDOS LEIDOS HLDGS INC COM 0.2%
Value ($000) $601 Shares 3,810 Est. Cost $118.53 Unrealized +23.9%
IRM IRON MTN INC NEW 0.2%
Value ($000) $587 Shares 5,721 Est. Cost $81.33 Unrealized +13.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $579 Shares 5,101 Est. Cost $113.41 Unrealized
HUBB HUBBELL INC COM 0.2%
Value ($000) $577 Shares 1,414 Est. Cost $78.64 Unrealized +367.4%
ACM AECOM COM 0.2%
Value ($000) $574 Shares 5,082 Est. Cost $80.89 Unrealized +27.4%
CHWY CHEWY INC 0.2%
Value ($000) $572 Shares 13,427 Est. Cost $32.45 Unrealized +22.8%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $572 Shares 6,244 Est. Cost $84.53 Unrealized +0.8%
EPD ENTERPRISE PRODS PARTNERS L COM 0.2%
Value ($000) $559 Shares 18,035 Est. Cost $31.01 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.2%
Value ($000) $553 Shares 5,059 Est. Cost $90.20 Unrealized
SPYG SPDR SER TR 0.2%
Value ($000) $551 Shares 5,778 Est. Cost $61.75 Unrealized
RBC RBC BEARINGS INC 0.2%
Value ($000) $549 Shares 1,426 Est. Cost $245.19 Unrealized +44.0%
GWRE GUIDEWIRE SOFTWARE INC COM 0.2%
Value ($000) $547 Shares 2,325 Est. Cost $84.81 Unrealized +153.4%
NTR NUTRIEN LTD 0.2%
Value ($000) $544 Shares 9,347 Est. Cost $38.37 Unrealized +45.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.2%
Value ($000) $541 Shares 11,006 Est. Cost $41.73 Unrealized +9.2%
AIG AMERICAN INTL GROUP INC COM NEW 0.2%
Value ($000) $541 Shares 6,316 Est. Cost $49.83 Unrealized +64.5%
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $533 Shares 998 Est. Cost $466.56 Unrealized +5.1%
PFE PFIZER INC COM 0.2%
Value ($000) $516 Shares 21,287 Est. Cost $19.72 Unrealized +13.3%
SONY SONY CORP ADR NEW 0.2%
Value ($000) $500 Shares 19,192 Est. Cost $31.61 Unrealized
CBOE CBOE GLOBAL MARKETS INC COM 0.2%
Value ($000) $499 Shares 2,138 Est. Cost $105.83 Unrealized +110.0%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $498 Shares 639 Est. Cost $410.24 Unrealized +88.5%
XAR SPDR SER TR 0.2%
Value ($000) $498 Shares 2,361 Est. Cost $182.04 Unrealized
SIGI SELECTIVE INS GROUP INC 0.2%
Value ($000) $491 Shares 5,665 Est. Cost $77.31 Unrealized +11.4%
FIVE FIVE BELOW INC COM 0.2%
Value ($000) $488 Shares 3,723 Est. Cost $139.35 Unrealized -30.1%
AMZN AMAZON COM INC 0.2%
Value ($000) $469 Shares 2,137 Est. Cost $128.33 Unrealized +54.2%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $468 Shares 4,807 Est. Cost $76.00 Unrealized +3.8%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $467 Shares 2,552 Est. Cost $181.76 Unrealized -13.4%
RSPG INVESCO EXCHANGE TRADED FD TR 0.1%
Value ($000) $440 Shares 5,905 Est. Cost $68.44 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $435 Shares 3,504 Est. Cost $124.29 Unrealized -17.3%
BRO BROWN & BROWN INC 0.1%
Value ($000) $431 Shares 3,884 Est. Cost $45.70 Unrealized +144.9%
EQT EQT CORP 0.1%
Value ($000) $430 Shares 7,369 Est. Cost $41.32 Unrealized +29.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $427 Shares 1,402 Est. Cost $178.04 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $419 Shares 3,636 Est. Cost $99.31 Unrealized +0.7%
THC TENET HEALTHCARE CORP COM NEW 0.1%
Value ($000) $419 Shares 2,380 Est. Cost $132.68 Unrealized +13.4%
SPYV SPDR SER TR 0.1%
Value ($000) $404 Shares 7,727 Est. Cost $40.02 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $391 Shares 660 Est. Cost $404.56 Unrealized +40.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $391 Shares 2,385 Est. Cost $98.67 Unrealized +54.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $387 Shares 6,601 Est. Cost $49.61 Unrealized +12.8%
DHI D R HORTON 0.1%
Value ($000) $385 Shares 2,988 Est. Cost $147.04 Unrealized -16.8%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $383 Shares 2,053 Est. Cost $86.53 Unrealized +122.1%
TKO TKO GROUP HOLDINGS INC 0.1%
Value ($000) $382 Shares 2,102 Est. Cost $151.95 Unrealized +4.7%
CSGS CSG SYS INTL INC 0.1%
Value ($000) $371 Shares 5,673 Est. Cost $58.68 Unrealized +4.9%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $367 Shares 19,785 Est. Cost $19.35 Unrealized
BLBD BLUE BIRD CORP 0.1%
Value ($000) $365 Shares 8,453 Est. Cost $38.08 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $364 Shares 749 Est. Cost $298.80 Unrealized +70.0%
SYM SYMBOTIC INC 0.1%
Value ($000) $360 Shares 9,255 Est. Cost $26.19 Unrealized 0.0%
TRV TRAVELERS COS INC 0.1%
Value ($000) $351 Shares 1,311 Est. Cost $225.66 Unrealized +15.5%
BAH BOOZ ALLEN HAMILTON HLDG CORCL A 0.1%
Value ($000) $349 Shares 3,355 Est. Cost $31.68 Unrealized +245.3%
FDX FEDEX CORP COM 0.1%
Value ($000) $347 Shares 1,528 Est. Cost $190.41 Unrealized +13.0%
CHE CHEMED CORP NEW 0.1%
Value ($000) $345 Shares 708 Est. Cost $519.03 Unrealized +9.4%
CRUS CIRRUS LOGIC 0.1%
Value ($000) $343 Shares 3,292 Est. Cost $102.87 Unrealized -4.8%
EATON VANCE TAX-MA 0.1%
Value ($000) $339 Shares 23,446 Est. Cost $14.44 Unrealized
NEM NEWMONT MINING CORP 0.1%
Value ($000) $338 Shares 5,793 Est. Cost $44.78 Unrealized +18.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $335 Shares 827 Est. Cost $510.87 Unrealized -18.4%
RLI RLI CORP 0.1%
Value ($000) $333 Shares 4,607 Est. Cost $52.48 Unrealized +37.5%
CHKP CHECK POINT SOFTWARE TECH LTD 0.1%
Value ($000) $329 Shares 1,487 Est. Cost $141.27 Unrealized +55.7%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $327 Shares 2,282 Est. Cost $125.08 Unrealized -2.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $325 Shares 1,397 Est. Cost $185.19 Unrealized +7.8%
CRM SALESFORCE, INC. 0.1%
Value ($000) $322 Shares 1,182 Est. Cost $308.69 Unrealized -13.8%
PSCH INVESCO EXCHNG TRADED FD TR S&P SMLCP HELT 0.1%
Value ($000) $312 Shares 7,797 Est. Cost $68.63 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $306 Shares 3,187 Est. Cost $38.07 Unrealized +156.9%
WRB BERKLEY W R CORP 0.1%
Value ($000) $300 Shares 4,087 Est. Cost $40.21 Unrealized +74.0%
ROL ROLLINS INC 0.1%
Value ($000) $292 Shares 5,174 Est. Cost $37.88 Unrealized +47.0%
GGG GRACO INC 0.1%
Value ($000) $289 Shares 3,359 Est. Cost $52.83 Unrealized +55.2%
UPS UNITED PARCEL SERVICE OF AMERICA INC 0.1%
Value ($000) $288 Shares 2,849 Est. Cost $143.91 Unrealized -34.6%
CVS CVS HEALTH CORP. 0.1%
Value ($000) $287 Shares 4,158 Est. Cost $57.99 Unrealized +10.7%
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $282 Shares 1,670 Est. Cost $146.73 Unrealized +2.9%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $280 Shares 1,219 Est. Cost $217.54 Unrealized +0.4%
V VISA INC 0.1%
Value ($000) $278 Shares 783 Est. Cost $337.90 Unrealized +2.7%
FCF FIRST COMWLTH FINL CORP PA COM 0.1%
Value ($000) $278 Shares 17,128 Est. Cost $12.63 Unrealized +18.8%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $277 Shares 2,687 Est. Cost $157.90 Unrealized -29.9%
MGM MGM RESORTS INTERNATIONAL COM 0.1%
Value ($000) $276 Shares 8,032 Est. Cost $35.07 Unrealized -9.6%
EG EVEREST GROUP, LTD 0.1%
Value ($000) $274 Shares 806 Est. Cost $359.66 Unrealized -4.4%
MLPX GLOBAL X FDS 0.1%
Value ($000) $270 Shares 4,307 Est. Cost $63.73 Unrealized
EGP EASTGROUP PROPERTIES INC. 0.1%
Value ($000) $264 Shares 1,581 Est. Cost $59.95 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $264 Shares 5,120 Est. Cost $51.51 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $263 Shares 4,565 Est. Cost $52.63 Unrealized +3.5%
CNC CENTENE CORP DEL COM 0.1%
Value ($000) $258 Shares 4,750 Est. Cost $45.70 Unrealized +28.3%
ICLR ICON PLC SHS 0.1%
Value ($000) $258 Shares 1,772 Est. Cost $83.33 Unrealized +70.2%
VSH VISHAY INTERTECHNOLOGY INC COM 0.1%
Value ($000) $258 Shares 16,226 Est. Cost $17.74 Unrealized -23.1%
STAG STAG INDL INC 0.1%
Value ($000) $257 Shares 7,071 Est. Cost $0.03 Unrealized
APPF APPFOLIO INC 0.1%
Value ($000) $254 Shares 1,105 Est. Cost $232.20 Unrealized -6.1%
VHT VANGUARD WORLD FDS HEALTH CAR ETF 0.1%
Value ($000) $246 Shares 992 Est. Cost $264.17 Unrealized
IBM INTERNATIONAL BUSINESS MACHSCOM 0.1%
Value ($000) $246 Shares 835 Est. Cost $239.40 Unrealized +6.0%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $230 Shares 2,756 Est. Cost $75.65 Unrealized
GS GOLDMAN, SACHS & CO 0.1%
Value ($000) $230 Shares 325 Est. Cost $571.74 Unrealized 0.0%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $228 Shares 2,072 Est. Cost $93.01 Unrealized +18.2%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $223 Shares 3,170 Est. Cost $53.89 Unrealized 0.0%
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $221 Shares 3,904 Est. Cost $52.74 Unrealized +0.8%
POST POST HLDGS INC COM 0.1%
Value ($000) $219 Shares 2,008 Est. Cost $110.95 Unrealized +1.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $217 Shares 681 Est. Cost $279.37 Unrealized 0.0%
THG HANOVER INS GROUP INC 0.1%
Value ($000) $215 Shares 1,265 Est. Cost $159.12 Unrealized +3.5%
CTO CTO RLTY GROWTH INC NEW 0.1%
Value ($000) $213 Shares 12,312 Est. Cost $19.05 Unrealized
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $211 Shares 802 Est. Cost $241.79 Unrealized 0.0%
BJRI BJS RESTAURANTS INC COM 0.1%
Value ($000) $209 Shares 4,678 Est. Cost $39.46 Unrealized 0.0%
CSX CSX CORP COM 0.1%
Value ($000) $208 Shares 6,368 Est. Cost $29.78 Unrealized 0.0%
CTAS CINTAS CORP 0.1%
Value ($000) $207 Shares 931 Est. Cost $214.11 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $204 Shares 1,888 Est. Cost $98.40 Unrealized +6.2%
MDYG SPDR SER TR 0.1%
Value ($000) $201 Shares 2,309 Est. Cost $86.87 Unrealized
FNB FNB CORP PA COM 0.1%
Value ($000) $187 Shares 12,794 Est. Cost $10.37 Unrealized +27.8%
PTEN PATTERSON-UTI ENERGY INC 0.1%
Value ($000) $182 Shares 30,620 Est. Cost $8.52 Unrealized -29.3%