True North Advisors, LLC Diversified Active

CIK: 0001634556 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: May 20, 2022

Total Value ($000): $389,457 (100.0% shares, 0.0% debt)

Holdings (193)

LII Lennox International Inc 8.1%
Value ($000) $31,522 Shares 115,057 Est. Cost $229.90 Unrealized +16.2%
DD DuPont de Nemours Inc 5.3%
Value ($000) $20,631 Shares 290,137 Est. Cost $24.51 Unrealized -3.2%
BRK/B Berkshire Hathaway Inc. Class B 5.0%
Value ($000) $19,665 Shares 84,812 Est. Cost $216.54 Unrealized +1.7%
AAPL Apple Inc 4.9%
Value ($000) $19,259 Shares 145,149 Est. Cost $90.90 Unrealized +28.7%
MSFT Microsoft Corp 4.4%
Value ($000) $16,991 Shares 76,394 Est. Cost $143.99 Unrealized +43.1%
DOW Dow Inc 4.1%
Value ($000) $16,130 Shares 290,639 Est. Cost $36.70 Unrealized +6.3%
CTVA Corteva Inc 2.8%
Value ($000) $11,012 Shares 284,425 Est. Cost $24.50 Unrealized +37.8%
SBUX Starbucks Corp 2.6%
Value ($000) $10,244 Shares 95,759 Est. Cost $74.48 Unrealized +14.3%
FAST Fastenal Co 2.4%
Value ($000) $9,366 Shares 191,822 Est. Cost $15.93 Unrealized +30.1%
DHR Danaher Corp 2.0%
Value ($000) $7,746 Shares 34,872 Est. Cost $122.98 Unrealized +59.4%
RMD ResMed Inc 1.8%
Value ($000) $6,823 Shares 32,100 Est. Cost $136.79 Unrealized +39.6%
SPDW SPDR Portfolio Developed Wld ex-US 1.6%
Value ($000) $6,350 Shares 188,171 Est. Cost $30.82 Unrealized
JNJ Johnson & Johnson 1.6%
Value ($000) $6,043 Shares 38,400 Est. Cost $114.10 Unrealized +11.8%
SCHV Schwab US Large Value 1.5%
Value ($000) $5,710 Shares 95,922 Est. Cost $56.95 Unrealized
ZTS Zoetis Inc 1.3%
Value ($000) $4,973 Shares 30,051 Est. Cost $118.09 Unrealized +31.6%
DIS The Walt Disney Co 1.3%
Value ($000) $4,891 Shares 27,000 Est. Cost $128.45 Unrealized +9.2%
SCHG Schwab US Large Growth 1.2%
Value ($000) $4,625 Shares 36,022 Est. Cost $97.67 Unrealized
MA Mastercard Inc A 1.2%
Value ($000) $4,555 Shares 12,762 Est. Cost $272.58 Unrealized +18.6%
FNDF Schwab Fndmtl Int'l Large Company 1.1%
Value ($000) $4,378 Shares 149,523 Est. Cost $28.28 Unrealized
SPY SPDR S&P 500 1.1%
Value ($000) $4,215 Shares 11,275 Est. Cost $319.14 Unrealized
FNDA Schwab Fndmtl US Small Company 1.0%
Value ($000) $3,873 Shares 90,247 Est. Cost $34.96 Unrealized
UNP Union Pacific Corp 1.0%
Value ($000) $3,785 Shares 18,180 Est. Cost $148.13 Unrealized +20.2%
ABT Abbott Laboratories 1.0%
Value ($000) $3,721 Shares 33,989 Est. Cost $75.30 Unrealized +31.8%
SCHZ Schwab US Aggregate Bond 0.9%
Value ($000) $3,621 Shares 64,643 Est. Cost $54.63 Unrealized
WY Weyerhaeuser Co 0.9%
Value ($000) $3,616 Shares 107,846 Est. Cost $16.44 Unrealized +48.9%
HD The Home Depot Inc 0.9%
Value ($000) $3,608 Shares 13,583 Est. Cost $195.69 Unrealized +23.9%
CL Colgate-Palmolive Co 0.9%
Value ($000) $3,466 Shares 40,539 Est. Cost $59.93 Unrealized +22.5%
ITW Illinois Tool Works Inc 0.9%
Value ($000) $3,317 Shares 16,270 Est. Cost $146.53 Unrealized +23.5%
VRSK Verisk Analytics Inc 0.8%
Value ($000) $3,238 Shares 15,600 Est. Cost $142.41 Unrealized +32.1%
CMCSA Comcast Corp A 0.8%
Value ($000) $3,151 Shares 60,135 Est. Cost $32.82 Unrealized +26.9%
PCH PotlatchDeltic Corp 0.8%
Value ($000) $3,124 Shares 62,468 Est. Cost $38.02 Unrealized
GILD Gilead Sciences Inc 0.8%
Value ($000) $3,059 Shares 52,517 Est. Cost $51.60 Unrealized -4.4%
CHTR Charter Communications Inc A 0.7%
Value ($000) $2,873 Shares 4,343 Est. Cost $507.25 Unrealized +25.5%
PFE Pfizer Inc 0.7%
Value ($000) $2,823 Shares 76,694 Est. Cost $26.61 Unrealized +7.6%
IWF iShares Russell 1000 Growth 0.7%
Value ($000) $2,707 Shares 11,226 Est. Cost $180.53 Unrealized
Linde Plc 0.7%
Value ($000) $2,649 Shares 10,056 Est. Cost $212.87 Unrealized
BAC Bank of America Corp 0.7%
Value ($000) $2,622 Shares 86,532 Est. Cost $20.57 Unrealized +15.0%
FDX FedEx Corp 0.7%
Value ($000) $2,598 Shares 10,008 Est. Cost $113.18 Unrealized +121.9%
UNH UnitedHealth Group Inc 0.7%
Value ($000) $2,555 Shares 7,288 Est. Cost $261.55 Unrealized +17.8%
COF Capital One Fin'l Corp 0.6%
Value ($000) $2,528 Shares 25,581 Est. Cost $56.64 Unrealized +37.2%
SCHW Charles Schwab Corp/The 0.6%
Value ($000) $2,386 Shares 45,000 Est. Cost $33.18 Unrealized +27.6%
GS Goldman Sachs Group Inc 0.6%
Value ($000) $2,311 Shares 8,765 Est. Cost $181.21 Unrealized +8.7%
CUBE CubeSmart 0.5%
Value ($000) $2,096 Shares 62,370 Est. Cost $31.47 Unrealized
VEEV Veeva Systems Inc A 0.5%
Value ($000) $1,990 Shares 7,313 Est. Cost $146.85 Unrealized +90.8%
MKC McCormick & Co Inc Non-Voting 0.5%
Value ($000) $1,922 Shares 20,106 Est. Cost $79.05 Unrealized +7.3%
FNDC Schwab Fndmtl Int'l Small Company 0.5%
Value ($000) $1,874 Shares 53,896 Est. Cost $28.98 Unrealized
COST Costco Wholesale Corp 0.5%
Value ($000) $1,866 Shares 4,955 Est. Cost $347.39 Unrealized 0.0%
FTV Fortive Corp 0.5%
Value ($000) $1,851 Shares 26,150 Est. Cost $44.01 Unrealized +14.3%
AMZN Amazon.com Inc 0.5%
Value ($000) $1,850 Shares 568 Est. Cost $105.56 Unrealized +51.2%
XOM Exxon Mobil Corp 0.5%
Value ($000) $1,788 Shares 43,377 Est. Cost $50.12 Unrealized -39.4%
ICE IntercontinentalExchange Inc 0.4%
Value ($000) $1,744 Shares 15,135 Est. Cost $85.74 Unrealized +13.3%
JPM JPMorgan Chase & Co 0.4%
Value ($000) $1,729 Shares 13,607 Est. Cost $101.19 Unrealized -3.0%
UPS United Parcel Service Inc 0.4%
Value ($000) $1,690 Shares 10,040 Est. Cost $92.83 Unrealized +47.5%
PG Procter & Gamble Co/The 0.4%
Value ($000) $1,647 Shares 11,842 Est. Cost $106.26 Unrealized +15.9%
ECL Ecolab Inc 0.4%
Value ($000) $1,643 Shares 7,598 Est. Cost $177.67 Unrealized +11.1%
GMS Inc 0.4%
Value ($000) $1,632 Shares 53,560 Est. Cost $27.07 Unrealized
EMR Emerson Electric Co 0.4%
Value ($000) $1,609 Shares 20,022 Est. Cost $59.48 Unrealized +12.3%
WFC Wells Fargo & Co 0.4%
Value ($000) $1,596 Shares 52,892 Est. Cost $23.81 Unrealized -3.3%
WMT Walmart Inc 0.4%
Value ($000) $1,555 Shares 10,791 Est. Cost $37.77 Unrealized +19.8%
MRK Merck & Co Inc 0.4%
Value ($000) $1,534 Shares 18,756 Est. Cost $64.85 Unrealized -0.0%
TXN Texas Instruments Inc 0.4%
Value ($000) $1,469 Shares 8,954 Est. Cost $103.55 Unrealized +30.0%
IWD iShares Russell 1000 Value 0.4%
Value ($000) $1,435 Shares 10,502 Est. Cost $135.88 Unrealized
SNY Sanofi 0.4%
Value ($000) $1,434 Shares 29,517 Est. Cost $51.02 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $1,371 Shares 16,237 Est. Cost $76.70 Unrealized -15.2%
PEP PepsiCo Inc 0.3%
Value ($000) $1,356 Shares 9,148 Est. Cost $112.81 Unrealized +7.5%
NVS Novartis AG 0.3%
Value ($000) $1,337 Shares 14,163 Est. Cost $87.28 Unrealized
AXP American Express Co 0.3%
Value ($000) $1,330 Shares 11,000 Est. Cost $85.61 Unrealized +21.3%
T AT&T Inc 0.3%
Value ($000) $1,280 Shares 44,531 Est. Cost $17.32 Unrealized -11.2%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $1,264 Shares 20,389 Est. Cost $48.03 Unrealized +4.2%
TOTL SPDR DoubleLine Total Return Tact 0.3%
Value ($000) $1,259 Shares 25,568 Est. Cost $49.10 Unrealized
CLW Clearwater Paper Corp 0.3%
Value ($000) $1,229 Shares 32,570 Est. Cost $27.81 Unrealized +34.1%
MLM Martin Marietta Materials Inc 0.3%
Value ($000) $1,223 Shares 4,309 Est. Cost $257.79 Unrealized 0.0%
TMUS T-Mobile US Inc 0.3%
Value ($000) $1,203 Shares 8,925 Est. Cost $93.34 Unrealized +27.9%
TFC Truist Fin'l Corp 0.3%
Value ($000) $1,166 Shares 24,344 Est. Cost $27.74 Unrealized +28.6%
APD Air Products & Chemicals Inc 0.3%
Value ($000) $1,146 Shares 4,196 Est. Cost $196.21 Unrealized +26.2%
BK Bank of New York Mellon Corp 0.3%
Value ($000) $1,111 Shares 26,200 Est. Cost $31.07 Unrealized +6.7%
EPD Enterprise Products Ptnrs LP 0.3%
Value ($000) $1,094 Shares 55,879 Est. Cost $25.93 Unrealized
SGOL Aberdeen Standard Gold 0.3%
Value ($000) $1,090 Shares 59,640 Est. Cost $17.68 Unrealized
CE Celanese Corp 0.3%
Value ($000) $976 Shares 7,514 Est. Cost $75.33 Unrealized +51.0%
HPE Hewlett Packard Enterprise Co 0.2%
Value ($000) $971 Shares 81,943 Est. Cost $8.22 Unrealized +9.4%
EOG EOG Resources Inc 0.2%
Value ($000) $956 Shares 19,181 Est. Cost $55.80 Unrealized -38.9%
MCD McDonalds Corp 0.2%
Value ($000) $948 Shares 4,421 Est. Cost $161.00 Unrealized +20.0%
ABBV AbbVie Inc 0.2%
Value ($000) $905 Shares 8,453 Est. Cost $69.45 Unrealized +13.7%
ENB Enbridge Inc 0.2%
Value ($000) $889 Shares 27,795 Est. Cost $24.30 Unrealized -10.7%
V Visa Inc A 0.2%
Value ($000) $879 Shares 4,023 Est. Cost $175.01 Unrealized +12.7%
FNDE Schwab Fndmtl Emerg Mkts Large Co 0.2%
Value ($000) $864 Shares 30,590 Est. Cost $22.20 Unrealized
GlaxoSmithKline PLC 0.2%
Value ($000) $853 Shares 23,200 Est. Cost $42.43 Unrealized
OXY Occidental Petroleum Corp 0.2%
Value ($000) $848 Shares 49,040 Est. Cost $22.95 Unrealized -43.7%
CAT Caterpillar Inc 0.2%
Value ($000) $844 Shares 4,642 Est. Cost $121.94 Unrealized +26.3%
TRN Trinity Industries Inc 0.2%
Value ($000) $811 Shares 30,736 Est. Cost $16.02 Unrealized +15.1%
LNC Lincoln National Corp 0.2%
Value ($000) $807 Shares 16,053 Est. Cost $27.31 Unrealized +20.5%
EXP Eagle Materials Inc 0.2%
Value ($000) $781 Shares 7,714 Est. Cost $90.46 Unrealized 0.0%
FNDX Schwab Fndmtl US Large Company 0.2%
Value ($000) $781 Shares 17,251 Est. Cost $33.81 Unrealized
IWO iShares Russell 2000 Growth 0.2%
Value ($000) $768 Shares 2,679 Est. Cost $212.26 Unrealized
AZN AstraZeneca Plc 0.2%
Value ($000) $767 Shares 15,349 Est. Cost $52.86 Unrealized
MET MetLife Inc 0.2%
Value ($000) $756 Shares 16,108 Est. Cost $29.96 Unrealized +23.5%
WMB Williams Cos Inc/The 0.2%
Value ($000) $738 Shares 36,824 Est. Cost $14.68 Unrealized +6.5%
QQQ Invesco QQQ Trust 0.2%
Value ($000) $716 Shares 2,283 Est. Cost $233.97 Unrealized
RTX Raytheon Technologies Corp 0.2%
Value ($000) $698 Shares 9,771 Est. Cost $54.68 Unrealized +6.9%
PYPL PayPal Holdings Inc 0.2%
Value ($000) $676 Shares 2,888 Est. Cost $142.66 Unrealized +44.9%
IVV iShares Core S&P 500 0.2%
Value ($000) $660 Shares 1,760 Est. Cost $318.12 Unrealized
MDT Medtronic Inc 0.2%
Value ($000) $658 Shares 5,623 Est. Cost $82.18 Unrealized +15.7%
VTI Vanguard Total Stk Mkt 0.2%
Value ($000) $658 Shares 3,385 Est. Cost $128.75 Unrealized
ITUB Itau Unibanco Holding SA 0.2%
Value ($000) $647 Shares 106,336 Est. Cost $6.08 Unrealized
ET Energy Transfer LP 0.2%
Value ($000) $615 Shares 99,518 Est. Cost $6.68 Unrealized
SLB Schlumberger Ltd 0.2%
Value ($000) $615 Shares 28,205 Est. Cost $15.47 Unrealized +9.2%
CVS CVS Health Corp 0.2%
Value ($000) $612 Shares 8,971 Est. Cost $52.60 Unrealized +5.0%
LLY Eli Lilly & Co 0.1%
Value ($000) $583 Shares 3,455 Est. Cost $144.08 Unrealized -1.9%
DIA SPDR Dow Jones Industrial Aver 0.1%
Value ($000) $579 Shares 1,895 Est. Cost $284.64 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $574 Shares 12,834 Est. Cost $37.01 Unrealized -4.7%
CARR Carrier Global Corp 0.1%
Value ($000) $547 Shares 14,512 Est. Cost $18.38 Unrealized +83.9%
TGT Target Corp 0.1%
Value ($000) $542 Shares 3,072 Est. Cost $98.18 Unrealized +47.6%
HON Honeywell International Inc 0.1%
Value ($000) $535 Shares 2,516 Est. Cost $143.22 Unrealized +14.3%
BKR Baker Hughes Co A 0.1%
Value ($000) $523 Shares 25,117 Est. Cost $12.51 Unrealized +23.1%
BDX Becton Dickinson & Co 0.1%
Value ($000) $513 Shares 2,051 Est. Cost $220.31 Unrealized -2.6%
IWN iShares Russell 2000 Value 0.1%
Value ($000) $510 Shares 3,874 Est. Cost $126.91 Unrealized
PHYS Sprott Physical Gold Trust 0.1%
Value ($000) $509 Shares 33,739 Est. Cost $12.18 Unrealized
BP BP Plc 0.1%
Value ($000) $507 Shares 24,713 Est. Cost $36.76 Unrealized
KMI Kinder Morgan Inc P 0.1%
Value ($000) $507 Shares 37,142 Est. Cost $10.52 Unrealized -5.6%
IAU iShares Gold Trust 0.1%
Value ($000) $502 Shares 27,699 Est. Cost $18.12 Unrealized
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $502 Shares 5,474 Est. Cost $41.98 Unrealized +105.6%
Magellan Midstream Ptnrs 0.1%
Value ($000) $497 Shares 11,715 Est. Cost $41.19 Unrealized
GLW Corning Inc 0.1%
Value ($000) $492 Shares 13,673 Est. Cost $19.40 Unrealized +59.1%
ITOT iShares Core S&P Total US Stock Mkt 0.1%
Value ($000) $487 Shares 5,655 Est. Cost $69.99 Unrealized
BMRN BioMarin Pharmaceutical Inc 0.1%
Value ($000) $482 Shares 5,500 Est. Cost $90.75 Unrealized -12.6%
VGSH Vanguard Short-Term Treasury 0.1%
Value ($000) $477 Shares 7,744 Est. Cost $62.10 Unrealized
Tilray Inc 0.1%
Value ($000) $464 Shares 56,227 Est. Cost $4.84 Unrealized
SCHX Schwab US Large Core 0.1%
Value ($000) $452 Shares 4,972 Est. Cost $74.05 Unrealized
LUV Southwest Airlines Co 0.1%
Value ($000) $444 Shares 9,542 Est. Cost $51.27 Unrealized -21.4%
TDTF FlexShares iBoxx 5Yr Target Dur TIPS 0.1%
Value ($000) $440 Shares 15,826 Est. Cost $25.80 Unrealized
EBAY eBay Inc 0.1%
Value ($000) $437 Shares 8,700 Est. Cost $38.43 Unrealized +21.5%
MELI MercadoLibre Inc 0.1%
Value ($000) $435 Shares 260 Est. Cost $760.24 Unrealized +85.5%
KO Coca-Cola Co 0.1%
Value ($000) $434 Shares 7,919 Est. Cost $43.97 Unrealized +0.7%
TRV Travelers Cos Inc/The 0.1%
Value ($000) $427 Shares 3,046 Est. Cost $93.95 Unrealized +23.1%
RAFE PIMCO RAFI ESG US 0.1%
Value ($000) $421 Shares 16,314 Est. Cost $21.48 Unrealized
CRM Salesforce.com Inc 0.1%
Value ($000) $408 Shares 1,836 Est. Cost $162.40 Unrealized +47.9%
SCHF Schwab International Equity 0.1%
Value ($000) $408 Shares 11,341 Est. Cost $30.96 Unrealized
CVE Cenovus Energy Inc 0.1%
Value ($000) $406 Shares 67,333 Est. Cost $3.83 Unrealized +10.1%
CRCT Abdiel Qualified Onshore Partners LP 0.1%
Value ($000) $397 Shares 397,473 Est. Cost $1.00 Unrealized
SNPS Synopsys Inc 0.1%
Value ($000) $389 Shares 1,501 Est. Cost $165.04 Unrealized +39.7%
PAGP Plains GP Holdings LP A 0.1%
Value ($000) $385 Shares 45,660 Est. Cost $8.13 Unrealized
PSX Phillips 66 0.1%
Value ($000) $382 Shares 5,472 Est. Cost $47.97 Unrealized 0.0%
MMM 3M Co 0.1%
Value ($000) $380 Shares 2,174 Est. Cost $111.56 Unrealized +5.3%
QCOM Qualcomm Inc 0.1%
Value ($000) $379 Shares 2,488 Est. Cost $83.93 Unrealized +48.6%
PBA Pembina Pipeline Corp 0.1%
Value ($000) $369 Shares 15,626 Est. Cost $18.20 Unrealized -1.8%
META Meta Platforms 0.1%
Value ($000) $368 Shares 1,349 Est. Cost $223.10 Unrealized +22.0%
VUG Vanguard Growth 0.1%
Value ($000) $366 Shares 1,445 Est. Cost $226.99 Unrealized
IWP iShares Russell Mid-Cap Growth 0.1%
Value ($000) $352 Shares 3,430 Est. Cost $129.08 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $349 Shares 5,949 Est. Cost $42.49 Unrealized +3.5%
VNT Vontier Corp 0.1%
Value ($000) $349 Shares 10,460 Est. Cost $31.19 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $346 Shares 8,381 Est. Cost $31.29 Unrealized 0.0%
SRLN SPDR Blackstone GSO Senior Loan 0.1%
Value ($000) $334 Shares 7,318 Est. Cost $44.61 Unrealized
ADBE Adobe Inc 0.1%
Value ($000) $333 Shares 666 Est. Cost $389.29 Unrealized +24.1%
ORCL Oracle Corp 0.1%
Value ($000) $325 Shares 5,026 Est. Cost $50.44 Unrealized +10.1%
MTDR Matador Resources Co 0.1%
Value ($000) $323 Shares 26,822 Est. Cost $13.79 Unrealized -29.1%
Viper Energy Partners LP 0.1%
Value ($000) $316 Shares 27,257 Est. Cost $10.36 Unrealized
EFA iShares MSCI EAFE 0.1%
Value ($000) $306 Shares 4,203 Est. Cost $69.36 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $305 Shares 6,105 Est. Cost $44.44 Unrealized
SFNC Simmons First Nat'l Corp A 0.1%
Value ($000) $287 Shares 13,316 Est. Cost $16.73 Unrealized +14.1%
BlackRock Health Sciences Trust II 0.1%
Value ($000) $286 Shares 10,000 Est. Cost $20.50 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $284 Shares 802 Est. Cost $324.77 Unrealized -1.8%
TSLA Tesla Motors Inc 0.1%
Value ($000) $281 Shares 399 Est. Cost $170.65 Unrealized 0.0%
VLO Valero Energy Corp 0.1%
Value ($000) $279 Shares 4,943 Est. Cost $40.57 Unrealized 0.0%
GAP Gap Inc/The 0.1%
Value ($000) $275 Shares 13,665 Est. Cost $7.43 Unrealized +133.0%
TLT iShares Barclays 20 Year Trea 0.1%
Value ($000) $265 Shares 1,686 Est. Cost $157.18 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $263 Shares 487 Est. Cost $29.65 Unrealized +71.0%
Juniper Networks Inc 0.1%
Value ($000) $260 Shares 11,564 Est. Cost $22.79 Unrealized
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $256 Shares 313 Est. Cost $224.54 Unrealized +10.6%
IWM iShares Russell 2000 0.1%
Value ($000) $254 Shares 1,297 Est. Cost $195.84 Unrealized
Aegon NV Adr 0.1%
Value ($000) $247 Shares 62,728 Est. Cost $2.93 Unrealized
Equitrans Midstream Corp 0.1%
Value ($000) $246 Shares 30,698 Est. Cost $8.27 Unrealized
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $245 Shares 4,755 Est. Cost $44.07 Unrealized
DELL Dell Technologies Inc C 0.1%
Value ($000) $242 Shares 3,313 Est. Cost $28.60 Unrealized +11.6%
YUM Yum! Brands Inc 0.1%
Value ($000) $234 Shares 2,160 Est. Cost $92.76 Unrealized 0.0%
AMGN Amgen Inc 0.1%
Value ($000) $231 Shares 1,007 Est. Cost $207.44 Unrealized -5.4%
SPYM SPDR Portfolio Large Cap 0.1%
Value ($000) $227 Shares 5,179 Est. Cost $39.20 Unrealized
D Dominion Resources Inc D 0.1%
Value ($000) $221 Shares 2,940 Est. Cost $62.41 Unrealized +1.6%
BCE BCE Inc 0.1%
Value ($000) $220 Shares 5,156 Est. Cost $30.06 Unrealized 0.0%
TRGP Targa Resources Corp 0.1%
Value ($000) $216 Shares 8,200 Est. Cost $19.24 Unrealized 0.0%
XBI Spdr S&P Biotech 0.1%
Value ($000) $215 Shares 1,530 Est. Cost $140.52 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $208 Shares 1,170 Est. Cost $177.78 Unrealized
USRT iShares Core US REIT 0.1%
Value ($000) $205 Shares 4,237 Est. Cost $48.38 Unrealized
NVDA NVIDIA Corp 0.1%
Value ($000) $203 Shares 390 Est. Cost $13.35 Unrealized 0.0%
NWSA News Corp A 0.1%
Value ($000) $203 Shares 11,341 Est. Cost $10.15 Unrealized +51.9%
Howard Hughes Corp/The 0.1%
Value ($000) $200 Shares 2,544 Est. Cost $78.62 Unrealized
IWB iShares Russell 1000 0.1%
Value ($000) $200 Shares 948 Est. Cost $210.97 Unrealized
Micro Focus Int'l PLC ADR 0.0%
Value ($000) $172 Shares 30,238 Est. Cost $4.36 Unrealized
WES Western Midstream Ptnrs LP 0.0%
Value ($000) $158 Shares 11,500 Est. Cost $13.74 Unrealized
F Ford Motor Co 0.0%
Value ($000) $134 Shares 15,287 Est. Cost $5.28 Unrealized +20.3%
AROC Archrock Inc 0.0%
Value ($000) $121 Shares 14,004 Est. Cost $3.81 Unrealized +45.9%
Enlink Midstream LLC 0.0%
Value ($000) $58 Shares 15,889 Est. Cost $6.10 Unrealized
OPK OPKO Health Inc 0.0%
Value ($000) $55 Shares 14,000 Est. Cost $1.67 Unrealized +149.4%
NOK Nokia OYJ 0.0%
Value ($000) $39 Shares 10,172 Est. Cost $3.76 Unrealized