Keebeck Wealth Management Diversified Active

CIK: 0001803675 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 2, 2020

Total Value ($000): $484,446 (100.0% shares, 0.0% debt)

Holdings (181)

SPY SPDR S&P 500 ETF TR TR Unit 7.1%
Value ($000) $34,493 Shares 102,590 Est. Cost $329.96 Unrealized
VGT Vanguard World FDS Vanguard Information Technology ETF 6.2%
Value ($000) $29,987 Shares 96,283 Est. Cost $244.84 Unrealized
DVY iShares TR Select Divid ETF FD 5.7%
Value ($000) $27,529 Shares 337,615 Est. Cost $105.33 Unrealized
VOO Vanguard Index FDS S&P 500 ETF SHS New 5.5%
Value ($000) $26,852 Shares 86,912 Est. Cost $304.16 Unrealized
YUM Yum Brands Inc Com 3.6%
Value ($000) $17,239 Shares 188,827 Est. Cost $83.35 Unrealized +0.0%
PFF iShares TR S&P U S PFD STK Index FD 3.3%
Value ($000) $15,809 Shares 433,725 Est. Cost $34.51 Unrealized
AAPL Apple 3.1%
Value ($000) $14,832 Shares 128,084 Est. Cost $94.80 Unrealized +11.8%
PRF Invesco FTSE Rafi US 1000 ETF 2.8%
Value ($000) $13,700 Shares 120,405 Est. Cost $113.78 Unrealized
XLY Select Sector SPDR TR Consumer Discretionary Transn To 2.8%
Value ($000) $13,514 Shares 91,946 Est. Cost $125.42 Unrealized
LRGF iShares Edge MSCI MLTFCTR USA ETF 2.6%
Value ($000) $12,728 Shares 383,390 Est. Cost $33.18 Unrealized
VEA Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF 2.4%
Value ($000) $11,395 Shares 278,625 Est. Cost $40.90 Unrealized
CMG Chipotle Mexican Grill Inc Com 2.3%
Value ($000) $11,233 Shares 9,032 Est. Cost $24.10 Unrealized 0.0%
INTF iShares Edg MSCI MLTFCTR Intl ETF 2.3%
Value ($000) $11,127 Shares 457,907 Est. Cost $24.30 Unrealized
FNDF Schwab Fundamental Inl Large Com ETF 2.2%
Value ($000) $10,832 Shares 440,873 Est. Cost $24.57 Unrealized
MSFT Microsoft 1.9%
Value ($000) $9,119 Shares 43,362 Est. Cost $146.00 Unrealized +37.5%
XLV Select Sector SPDR TR Health Care 1.8%
Value ($000) $8,813 Shares 83,558 Est. Cost $102.44 Unrealized
AMZN Amazon Com Inc 1.3%
Value ($000) $6,376 Shares 2,025 Est. Cost $89.91 Unrealized +75.3%
IWM iShares TR Russell 2000 Index FD 1.3%
Value ($000) $6,067 Shares 40,506 Est. Cost $140.82 Unrealized
EMGF Ishar Edge MSCI Mltfac Emrg MKT ETF 1.2%
Value ($000) $5,881 Shares 134,035 Est. Cost $43.88 Unrealized
VHT Vanguard World FDS Vanguard Health Care ETF 1.2%
Value ($000) $5,609 Shares 27,497 Est. Cost $192.65 Unrealized
VTV Vanguard Index FDS Vanguard Value ETF 1.1%
Value ($000) $5,488 Shares 52,514 Est. Cost $106.34 Unrealized
IWF iShares TR Russell 1000 Growth Index FD 1.1%
Value ($000) $5,375 Shares 24,783 Est. Cost $174.37 Unrealized
ACWV iShares Edge MSCI Min Vol GLBL ETF 1.0%
Value ($000) $4,789 Shares 52,107 Est. Cost $91.91 Unrealized
XLI Select Sector SPDR TR Indl 1.0%
Value ($000) $4,729 Shares 61,440 Est. Cost $81.47 Unrealized
PINS Pinterest Inc CL A 0.9%
Value ($000) $4,386 Shares 105,676 Est. Cost $21.59 Unrealized +51.0%
PG Procter & Gamble 0.9%
Value ($000) $4,162 Shares 29,945 Est. Cost $105.24 Unrealized +10.6%
VFH Vanguard World FDS Vanguard Finls ETF 0.8%
Value ($000) $3,993 Shares 68,270 Est. Cost $76.28 Unrealized
VIS Vanguard World FDS Vanguard Indls ETF 0.8%
Value ($000) $3,850 Shares 26,596 Est. Cost $153.85 Unrealized
INTC Intel 0.8%
Value ($000) $3,831 Shares 73,996 Est. Cost $49.38 Unrealized -5.8%
NFLX Netflix Inc Com 0.8%
Value ($000) $3,740 Shares 7,480 Est. Cost $29.65 Unrealized +67.9%
ABT Abbott Labs Com 0.8%
Value ($000) $3,655 Shares 33,593 Est. Cost $76.53 Unrealized +20.7%
IGF iShares TR Global Infrastructure ETF Index FD 0.7%
Value ($000) $3,580 Shares 92,800 Est. Cost $47.91 Unrealized
Viacomcbs Inc Class B 0.7%
Value ($000) $3,402 Shares 120,437 Est. Cost $19.71 Unrealized
META Facebook Inc CL A 0.7%
Value ($000) $3,382 Shares 12,916 Est. Cost $193.74 Unrealized +32.2%
IBB iShares TR Nasdaq Biotechnology ETF 0.7%
Value ($000) $3,244 Shares 23,962 Est. Cost $121.77 Unrealized
JPM JPMorgan Chase 0.7%
Value ($000) $3,181 Shares 33,051 Est. Cost $107.17 Unrealized -20.3%
RSG Republic SVCS Inc Com 0.6%
Value ($000) $2,815 Shares 30,036 Est. Cost $80.04 Unrealized +3.8%
QQQ Invesco QQQ TR Unit Ser 1 0.6%
Value ($000) $2,797 Shares 10,054 Est. Cost $243.72 Unrealized
VDC Vanguard World FDS Vanguard Consumer Staples ETF 0.5%
Value ($000) $2,619 Shares 16,033 Est. Cost $161.16 Unrealized
SKYY First TR Exchange-Traded FD II Ise Cloud Computing Index FD 0.5%
Value ($000) $2,484 Shares 31,655 Est. Cost $60.36 Unrealized
ISRG Intuitive Surgical Inc Com New 0.5%
Value ($000) $2,442 Shares 3,443 Est. Cost $183.24 Unrealized +22.5%
ZTS Zoetis Inc CL A 0.5%
Value ($000) $2,411 Shares 14,580 Est. Cost $118.33 Unrealized +24.0%
LMT Lockheed Martin Corp Com 0.5%
Value ($000) $2,405 Shares 6,276 Est. Cost $331.36 Unrealized -0.7%
FDN First TR Exchange Traded FD Dow Jones Internet Index FD 0.5%
Value ($000) $2,361 Shares 12,541 Est. Cost $139.09 Unrealized
BDX Becton Dickinson & Co 0.5%
Value ($000) $2,332 Shares 10,029 Est. Cost $226.04 Unrealized -0.3%
LOW Lowes Cos Inc Com 0.5%
Value ($000) $2,287 Shares 13,791 Est. Cost $105.47 Unrealized +32.6%
TXN Texas Instruments Inc 0.5%
Value ($000) $2,231 Shares 15,628 Est. Cost $103.40 Unrealized +13.0%
IVV iShares TR Core S&P 500 ETF 0.4%
Value ($000) $2,114 Shares 6,292 Est. Cost $301.93 Unrealized
VUG Vanguard Index FDS Vanguard Growth ETF 0.4%
Value ($000) $2,047 Shares 8,996 Est. Cost $182.08 Unrealized
T AT&T 0.4%
Value ($000) $1,962 Shares 68,838 Est. Cost $18.18 Unrealized -14.4%
WMT Wal-Mart 0.4%
Value ($000) $1,874 Shares 13,399 Est. Cost $36.94 Unrealized +11.8%
UNH UnitedHealth Group 0.4%
Value ($000) $1,850 Shares 5,937 Est. Cost $249.32 Unrealized +12.8%
ORLY O Reilly Automotive Inc New Com 0.4%
Value ($000) $1,816 Shares 3,939 Est. Cost $28.61 Unrealized +6.2%
ABBV Abbvie Inc Com 0.4%
Value ($000) $1,783 Shares 20,362 Est. Cost $70.76 Unrealized +7.8%
HD Home Depot 0.4%
Value ($000) $1,756 Shares 6,327 Est. Cost $199.68 Unrealized +19.0%
RTX Raytheon Technologies Corp Com 0.4%
Value ($000) $1,702 Shares 29,594 Est. Cost $54.56 Unrealized -1.6%
NVDA Nvidia Corp Com 0.3%
Value ($000) $1,684 Shares 3,113 Est. Cost $5.92 Unrealized +96.0%
HON Honeywell Intl Inc Com 0.3%
Value ($000) $1,616 Shares 9,823 Est. Cost $141.01 Unrealized -5.5%
NSC Norfolk Southern Corp 0.3%
Value ($000) $1,613 Shares 7,538 Est. Cost $165.56 Unrealized +8.7%
EMLP First TR Exchange-Traded FD IV North Amern Energy Infrastructure FD 0.3%
Value ($000) $1,548 Shares 81,345 Est. Cost $25.48 Unrealized
FCX Freeport-Mcmoran Copper & Gold Inc CL B 0.3%
Value ($000) $1,524 Shares 97,460 Est. Cost $9.57 Unrealized +41.1%
IWN iShares TR Russell 2000 Value Index FD 0.3%
Value ($000) $1,462 Shares 14,720 Est. Cost $109.41 Unrealized
Twitter Inc Com 0.3%
Value ($000) $1,392 Shares 31,300 Est. Cost $34.93 Unrealized
MCD McDonald's 0.3%
Value ($000) $1,382 Shares 6,297 Est. Cost $171.89 Unrealized +5.5%
V Visa Inc Com CL A 0.3%
Value ($000) $1,368 Shares 6,849 Est. Cost $177.83 Unrealized +8.1%
ADP Automatic Data Processing Inc Com 0.3%
Value ($000) $1,279 Shares 9,112 Est. Cost $145.09 Unrealized -13.8%
GEN Nortonlifelock Inc 0.3%
Value ($000) $1,271 Shares 61,015 Est. Cost $12.38 Unrealized +56.0%
SYK Stryker Corp 0.3%
Value ($000) $1,266 Shares 6,066 Est. Cost $180.26 Unrealized +1.9%
USFD US Foods Holding Corp 0.3%
Value ($000) $1,218 Shares 54,820 Est. Cost $19.12 Unrealized +17.7%
ET Energy Transfer Equity LP Com Units Repstg LTD Partnership Int 0.2%
Value ($000) $1,187 Shares 219,186 Est. Cost $7.66 Unrealized
XLP Select Sector SPDR TR Consumer Staples 0.2%
Value ($000) $1,170 Shares 18,258 Est. Cost $62.97 Unrealized
PAYX Paychex Inc Com 0.2%
Value ($000) $1,124 Shares 14,098 Est. Cost $70.68 Unrealized -8.7%
DIS Walt Disney 0.2%
Value ($000) $1,087 Shares 8,766 Est. Cost $135.17 Unrealized -9.7%
MMM 3M 0.2%
Value ($000) $1,064 Shares 6,644 Est. Cost $111.68 Unrealized -1.2%
Physicians RLTY TR Com 0.2%
Value ($000) $1,027 Shares 57,380 Est. Cost $18.09 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $1,021 Shares 6,864 Est. Cost $116.21 Unrealized +9.3%
APD Air Prods & Chems Inc Com 0.2%
Value ($000) $989 Shares 3,306 Est. Cost $194.15 Unrealized +29.7%
AMT American Tower REIT Com 0.2%
Value ($000) $963 Shares 3,969 Est. Cost $193.45 Unrealized +12.0%
PM Philip Morris Intl Inc Com 0.2%
Value ($000) $944 Shares 12,391 Est. Cost $57.87 Unrealized +1.7%
GOOGL Alphabet Inc Cap STK CL A 0.2%
Value ($000) $942 Shares 643 Est. Cost $64.43 Unrealized +17.4%
SCHB Schwab US Broad Market ETF 0.2%
Value ($000) $941 Shares 11,828 Est. Cost $73.47 Unrealized
MPT Medical PPTYS TR Inc Com 0.2%
Value ($000) $899 Shares 50,241 Est. Cost $19.09 Unrealized
GD General Dynamics Corp Com 0.2%
Value ($000) $897 Shares 6,481 Est. Cost $154.59 Unrealized -15.2%
RSP Invesco Exchange Traded FD TR S&P 500 Equal Weight ETF 0.2%
Value ($000) $883 Shares 8,173 Est. Cost $115.71 Unrealized
CHWY Chewy Inc CL A 0.2%
Value ($000) $880 Shares 16,063 Est. Cost $27.82 Unrealized +93.9%
FSLR First Solar Inc Com 0.2%
Value ($000) $869 Shares 13,135 Est. Cost $54.78 Unrealized +21.2%
NEE Nextera Energy Inc Com 0.2%
Value ($000) $864 Shares 3,115 Est. Cost $50.17 Unrealized +20.2%
NOC Northrop Grumman Corp Com 0.2%
Value ($000) $861 Shares 2,731 Est. Cost $312.26 Unrealized -4.5%
ACN Accenture PLC Ireland Class SHS 0.2%
Value ($000) $846 Shares 3,745 Est. Cost $178.23 Unrealized +19.1%
XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD 0.2%
Value ($000) $836 Shares 23,730 Est. Cost $38.66 Unrealized
XLF Select Sector SPDR TR Financial 0.2%
Value ($000) $835 Shares 34,709 Est. Cost $30.78 Unrealized
MRK Merck & Co Inc New Com 0.2%
Value ($000) $835 Shares 10,011 Est. Cost $66.30 Unrealized -0.6%
MO Altria Group Inc Com 0.2%
Value ($000) $825 Shares 20,888 Est. Cost $26.97 Unrealized +0.8%
KO Coca-Cola 0.2%
Value ($000) $814 Shares 16,360 Est. Cost $44.57 Unrealized -8.5%
AVGO Broadcom Inc Com 0.2%
Value ($000) $810 Shares 2,225 Est. Cost $26.77 Unrealized +10.7%
BOX Box Inc CL A 0.2%
Value ($000) $789 Shares 45,500 Est. Cost $15.74 Unrealized +17.3%
EPD Enterprise Prods Partners L P Com Unit 0.2%
Value ($000) $789 Shares 50,000 Est. Cost $14.30 Unrealized
NKE Nike Inc Class B 0.2%
Value ($000) $788 Shares 6,270 Est. Cost $86.25 Unrealized +15.5%
Te Connectivity LTD Reg SHS 0.2%
Value ($000) $763 Shares 7,807 Est. Cost $80.69 Unrealized
ETN Eaton Corp PLC SHS 0.2%
Value ($000) $760 Shares 7,453 Est. Cost $79.69 Unrealized +11.9%
SBUX Starbucks Corp Com 0.2%
Value ($000) $742 Shares 8,645 Est. Cost $70.71 Unrealized +0.1%
BAC Bank of America 0.2%
Value ($000) $741 Shares 30,778 Est. Cost $27.79 Unrealized -21.5%
CVX Chevron Corp. 0.1%
Value ($000) $726 Shares 10,095 Est. Cost $81.60 Unrealized -18.5%
MGM MGM Resorts Intl Com 0.1%
Value ($000) $724 Shares 33,300 Est. Cost $17.23 Unrealized +14.9%
CHRW C H Robinson Worldwide Inc Com New 0.1%
Value ($000) $718 Shares 7,031 Est. Cost $68.67 Unrealized +20.3%
ICE Intercontinental Exchange Group Inc Com 0.1%
Value ($000) $704 Shares 7,040 Est. Cost $85.18 Unrealized +8.0%
IJR iShares TR Core S&P Small-Cap ETF 0.1%
Value ($000) $703 Shares 10,020 Est. Cost $68.24 Unrealized
UNP Union Pacific Corp Com 0.1%
Value ($000) $700 Shares 3,559 Est. Cost $151.83 Unrealized +8.6%
BlackRock Inc Com 0.1%
Value ($000) $699 Shares 1,241 Est. Cost $503.49 Unrealized
MA Mastercard Inc CL A Com 0.1%
Value ($000) $692 Shares 2,049 Est. Cost $278.35 Unrealized +13.4%
CSCO Cisco Systems 0.1%
Value ($000) $672 Shares 17,091 Est. Cost $37.93 Unrealized -2.3%
LLY Eli Lilly & Co Com 0.1%
Value ($000) $668 Shares 4,520 Est. Cost $126.65 Unrealized +15.1%
CME Cme Group Inc Com 0.1%
Value ($000) $667 Shares 3,992 Est. Cost $154.36 Unrealized -11.7%
Draftkings Inc CL A 0.1%
Value ($000) $661 Shares 11,245 Est. Cost $33.26 Unrealized
CMCSA Comcast Corp CL A 0.1%
Value ($000) $644 Shares 13,935 Est. Cost $35.30 Unrealized +6.6%
KLAC Kla-Tencor Corp Com 0.1%
Value ($000) $643 Shares 3,324 Est. Cost $155.57 Unrealized +19.6%
CCI Crown Castle Intl Corp New Com 0.1%
Value ($000) $639 Shares 3,842 Est. Cost $125.11 Unrealized +3.2%
WM Waste MGMT Inc Del Com 0.1%
Value ($000) $630 Shares 5,571 Est. Cost $98.45 Unrealized +2.9%
ADI Analog Devices Inc Com 0.1%
Value ($000) $626 Shares 5,369 Est. Cost $100.04 Unrealized +6.4%
DLR Digital RLTY TR Inc Com 0.1%
Value ($000) $619 Shares 4,224 Est. Cost $116.37 Unrealized +6.7%
GM General MTRS Co Com 0.1%
Value ($000) $591 Shares 20,000 Est. Cost $34.37 Unrealized -21.1%
EQIX Equinix Inc Com Par $0.001 0.1%
Value ($000) $579 Shares 763 Est. Cost $608.81 Unrealized +12.3%
BAX Baxter Intl Inc Com 0.1%
Value ($000) $572 Shares 7,102 Est. Cost $73.38 Unrealized +2.5%
XLU Select Sector SPDR TR Utils 0.1%
Value ($000) $569 Shares 9,584 Est. Cost $64.44 Unrealized
Kellogg Co Com 0.1%
Value ($000) $557 Shares 8,635 Est. Cost $48.74 Unrealized +7.3%
AEP American Electric Power Co 0.1%
Value ($000) $557 Shares 6,817 Est. Cost $74.24 Unrealized -8.7%
DHI D R Horton Inc 0.1%
Value ($000) $544 Shares 7,200 Est. Cost $64.70 Unrealized 0.0%
CCL Carnival Corp Paired CTF 1 Com Carnival Corp & 1 TR SH Ben Int P&o Princess SPL VTG TR 0.1%
Value ($000) $532 Shares 35,060 Est. Cost $14.98 Unrealized +3.2%
NOW Servicenow Inc Com 0.1%
Value ($000) $525 Shares 1,083 Est. Cost $70.61 Unrealized +26.5%
USMV iShares TR MSCI USA Minimum Volatility ETF 0.1%
Value ($000) $519 Shares 8,146 Est. Cost $64.01 Unrealized
ZM Zoom Video Communications Inc CL A 0.1%
Value ($000) $517 Shares 1,100 Est. Cost $179.93 Unrealized +77.7%
VLO Valero Energy Corp New Com 0.1%
Value ($000) $515 Shares 11,893 Est. Cost $63.38 Unrealized -32.8%
WHR Whirlpool Corp 0.1%
Value ($000) $510 Shares 2,775 Est. Cost $166.16 Unrealized 0.0%
MCO Moodys Corp Com 0.1%
Value ($000) $504 Shares 1,742 Est. Cost $244.64 Unrealized +11.6%
BRK/B Berkshire Hathaway Inc Del CL B New 0.1%
Value ($000) $499 Shares 2,345 Est. Cost $210.55 Unrealized -2.8%
XOM ExxonMobil 0.1%
Value ($000) $474 Shares 13,822 Est. Cost $50.89 Unrealized -36.5%
MDT Medtronic PLC SHS 0.1%
Value ($000) $453 Shares 4,344 Est. Cost $91.05 Unrealized -5.3%
PYPL Paypal HLDGS Inc Com 0.1%
Value ($000) $452 Shares 2,298 Est. Cost $159.93 Unrealized +17.5%
BMY Bristol Myers Squibb Co Com 0.1%
Value ($000) $446 Shares 7,408 Est. Cost $47.92 Unrealized +1.4%
PEG Public SVC Enterprise Group Inc Com 0.1%
Value ($000) $445 Shares 8,106 Est. Cost $49.14 Unrealized -10.3%
GOOG Alphabet Inc Cap STK CL C 0.1%
Value ($000) $443 Shares 302 Est. Cost $66.37 Unrealized +14.1%
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $420 Shares 2,166 Est. Cost $165.94 Unrealized +0.8%
IEMG iShares Inc Core MSCI Emerging MKTS ETF 0.1%
Value ($000) $419 Shares 7,943 Est. Cost $53.71 Unrealized
VBK Vanguard Index FDS Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $391 Shares 1,821 Est. Cost $198.67 Unrealized
STZ Constellation Brands Inc CL A 0.1%
Value ($000) $390 Shares 2,060 Est. Cost $161.18 Unrealized +3.6%
AWK American WTR WKS Co Inc New Com 0.1%
Value ($000) $362 Shares 2,500 Est. Cost $108.00 Unrealized +18.4%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $352 Shares 797 Est. Cost $305.78 Unrealized +33.2%
AMGN Amgen Inc Com 0.1%
Value ($000) $350 Shares 1,379 Est. Cost $182.83 Unrealized +14.6%
VZ Verizon 0.1%
Value ($000) $348 Shares 5,856 Est. Cost $42.66 Unrealized -0.2%
AXP American Express 0.1%
Value ($000) $347 Shares 3,463 Est. Cost $90.75 Unrealized +1.3%
PTON Peloton Interactive Inc CL A Com 0.1%
Value ($000) $344 Shares 3,475 Est. Cost $56.21 Unrealized +30.9%
ULTA Ulta Salon Cosmetics & Fragrance Inc Com 0.1%
Value ($000) $338 Shares 1,510 Est. Cost $249.33 Unrealized -13.7%
VAW Vanguard World FDS Vanguard Matls ETF 0.1%
Value ($000) $336 Shares 2,502 Est. Cost $133.97 Unrealized
ARMK Aramark 0.1%
Value ($000) $329 Shares 12,475 Est. Cost $16.67 Unrealized 0.0%
Envestnet Inc Com 0.1%
Value ($000) $325 Shares 4,215 Est. Cost $54.18 Unrealized
KIE SPDR Ser TR S&P Ins ETF 0.1%
Value ($000) $320 Shares 11,421 Est. Cost $35.43 Unrealized
Reaves Util Income FD Com SH Ben Int 0.1%
Value ($000) $312 Shares 10,000 Est. Cost $30.10 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $301 Shares 3,138 Est. Cost $86.19 Unrealized -7.2%
IWD iShares TR Russell 1000 Value ETF 0.1%
Value ($000) $297 Shares 2,517 Est. Cost $118.40 Unrealized
Seattle Genetics Inc Com 0.1%
Value ($000) $293 Shares 1,500 Est. Cost $169.71 Unrealized
BABA Alibaba GRP SHS ADR 0.1%
Value ($000) $281 Shares 956 Est. Cost $287.67 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $279 Shares 776 Est. Cost $290.91 Unrealized +16.0%
ADBE Adobe SYS Inc Com 0.1%
Value ($000) $267 Shares 546 Est. Cost $404.16 Unrealized +15.1%
ALT Altimmune Inc Com New 0.1%
Value ($000) $264 Shares 20,000 Est. Cost $5.49 Unrealized +263.9%
XLB Select Sector SPDR TR Matls 0.1%
Value ($000) $262 Shares 4,118 Est. Cost $61.36 Unrealized
DOV Dover Corp Com 0.1%
Value ($000) $254 Shares 2,345 Est. Cost $85.58 Unrealized +16.5%
PHM Pultegroup Inc Com 0.1%
Value ($000) $251 Shares 5,409 Est. Cost $28.36 Unrealized +42.9%
PNC PNC Finl SVCS Group Inc Com 0.0%
Value ($000) $241 Shares 2,200 Est. Cost $85.95 Unrealized +3.2%
Gores Metropoulos Inc Com CL A 0.0%
Value ($000) $239 Shares 21,000 Est. Cost $11.38 Unrealized
CXW Corecivic Inc 0.0%
Value ($000) $238 Shares 29,760 Est. Cost $11.40 Unrealized -20.3%
PFE Pfizer 0.0%
Value ($000) $231 Shares 6,318 Est. Cost $26.15 Unrealized +3.7%
IWC iShares Micro Cap ETF 0.0%
Value ($000) $230 Shares 2,550 Est. Cost $87.06 Unrealized
MRNA Moderna Inc Com 0.0%
Value ($000) $221 Shares 3,130 Est. Cost $69.72 Unrealized 0.0%
COST Costco Wholesale Corp New Com 0.0%
Value ($000) $216 Shares 609 Est. Cost $290.27 Unrealized +6.5%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $215 Shares 1,073 Est. Cost $184.80 Unrealized -3.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $215 Shares 3,416 Est. Cost $59.86 Unrealized -6.3%
PEP Pepsico Inc Com 0.0%
Value ($000) $213 Shares 1,537 Est. Cost $112.32 Unrealized +2.5%
CMI Cummins Inc 0.0%
Value ($000) $201 Shares 952 Est. Cost $139.25 Unrealized +25.6%
F Ford Motor Co Del Com Par 0.0%
Value ($000) $103 Shares 15,500 Est. Cost $4.66 Unrealized +10.4%
Waitr HLDGS Inc Com 0.0%
Value ($000) $57 Shares 18,000 Est. Cost $2.85 Unrealized
AMRX Amneal Pharmaceuticals Inc Com 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $4.12 Unrealized +3.9%