Oliver Luxxe Assets LLC Diversified Active

CIK: 0001666239 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $320,097 (100.0% shares, 0.0% debt)

Holdings (172)

CPRT COPART INC 6.1%
Value ($000) $19,478 Shares 183,060 Est. Cost $24.22 Unrealized +22.9%
GLD SPDR GOLD TR 2.5%
Value ($000) $7,931 Shares 51,279 Est. Cost $167.37 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 2.4%
Value ($000) $7,736 Shares 325,333 Est. Cost $15.79 Unrealized
LKQ LKQ CORP 1.8%
Value ($000) $5,868 Shares 124,445 Est. Cost $39.26 Unrealized +21.6%
MS MORGAN STANLEY 1.8%
Value ($000) $5,663 Shares 71,680 Est. Cost $41.66 Unrealized +80.6%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $5,605 Shares 39,016 Est. Cost $69.27 Unrealized +91.7%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $5,458 Shares 15,281 Est. Cost $333.27 Unrealized
DVN DEVON ENERGY CORP NEW 1.7%
Value ($000) $5,435 Shares 90,386 Est. Cost $17.15 Unrealized +208.8%
ABBV ABBVIE INC 1.7%
Value ($000) $5,364 Shares 39,970 Est. Cost $78.99 Unrealized +60.9%
MRK MERCK & CO INC 1.7%
Value ($000) $5,286 Shares 61,384 Est. Cost $79.23 Unrealized +1.5%
EQH EQUITABLE HLDGS INC 1.6%
Value ($000) $5,255 Shares 199,443 Est. Cost $19.47 Unrealized +34.2%
STZ CONSTELLATION BRANDS INC 1.5%
Value ($000) $4,891 Shares 21,294 Est. Cost $202.91 Unrealized +13.1%
BMY BRISTOL-MYERS SQUIBB CO 1.4%
Value ($000) $4,372 Shares 61,504 Est. Cost $64.84 Unrealized -3.9%
RS RELIANCE STEEL & ALUMINUM CO 1.3%
Value ($000) $4,299 Shares 24,649 Est. Cost $144.42 Unrealized +27.2%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $4,274 Shares 8,426 Est. Cost $304.47 Unrealized +82.0%
META META PLATFORMS INC 1.3%
Value ($000) $4,260 Shares 31,401 Est. Cost $210.20 Unrealized -23.4%
DTE DTE ENERGY CO 1.3%
Value ($000) $4,255 Shares 36,985 Est. Cost $115.05 Unrealized -0.2%
GOOGL ALPHABET INC 1.3%
Value ($000) $4,251 Shares 44,443 Est. Cost $110.27 Unrealized -0.2%
FCX FREEPORT-MCMORAN INC 1.3%
Value ($000) $4,168 Shares 152,514 Est. Cost $26.80 Unrealized +4.1%
SNA SNAP ON INC 1.3%
Value ($000) $4,156 Shares 20,643 Est. Cost $211.03 Unrealized -6.5%
AEP AMERICAN ELEC PWR CO INC 1.3%
Value ($000) $4,088 Shares 47,290 Est. Cost $79.40 Unrealized +9.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,065 Shares 10 Est. Cost $214456.19 Unrealized +99.6%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $4,011 Shares 48,319 Est. Cost $60.31 Unrealized +34.2%
QSR RESTAURANT BRANDS INTL INC 1.2%
Value ($000) $3,995 Shares 75,115 Est. Cost $56.50 Unrealized 0.0%
PFE PFIZER INC 1.2%
Value ($000) $3,890 Shares 88,889 Est. Cost $21.57 Unrealized +87.3%
EMR EMERSON ELEC CO 1.2%
Value ($000) $3,855 Shares 52,649 Est. Cost $82.82 Unrealized -6.3%
WFC WELLS FARGO CO NEW 1.2%
Value ($000) $3,844 Shares 95,577 Est. Cost $40.06 Unrealized -1.7%
QCOM QUALCOMM INC 1.2%
Value ($000) $3,744 Shares 33,137 Est. Cost $124.96 Unrealized +1.7%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $3,698 Shares 22,640 Est. Cost $147.14 Unrealized +3.9%
INVESCO EXCH TRD SLF IDX FD 1.2%
Value ($000) $3,694 Shares 181,165 Est. Cost $21.32 Unrealized
BTI BRITISH AMERN TOB PLC 1.1%
Value ($000) $3,642 Shares 102,598 Est. Cost $35.50 Unrealized
VGT VANGUARD WORLD FDS 1.1%
Value ($000) $3,616 Shares 11,763 Est. Cost $142.79 Unrealized
MCK MCKESSON CORP 1.1%
Value ($000) $3,517 Shares 10,348 Est. Cost $266.57 Unrealized +28.0%
AVGO BROADCOM INC 1.1%
Value ($000) $3,444 Shares 7,756 Est. Cost $24.68 Unrealized +94.8%
FAST FASTENAL CO 1.1%
Value ($000) $3,435 Shares 74,600 Est. Cost $20.06 Unrealized +15.6%
EOG EOG RES INC 1.1%
Value ($000) $3,393 Shares 30,365 Est. Cost $105.59 Unrealized -7.5%
C CITIGROUP INC 1.0%
Value ($000) $3,098 Shares 74,353 Est. Cost $43.67 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $3,054 Shares 6,467 Est. Cost $500.54 Unrealized -0.5%
V VISA INC 0.9%
Value ($000) $2,991 Shares 16,838 Est. Cost $157.85 Unrealized +25.7%
IRM IRON MTN INC DEL 0.9%
Value ($000) $2,956 Shares 67,233 Est. Cost $22.21 Unrealized +100.3%
RSG REPUBLIC SVCS INC 0.9%
Value ($000) $2,950 Shares 21,684 Est. Cost $126.06 Unrealized +6.2%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,894 Shares 33,144 Est. Cost $51.81 Unrealized +57.0%
BBY BEST BUY INC 0.9%
Value ($000) $2,839 Shares 44,826 Est. Cost $62.78 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $2,829 Shares 34,561 Est. Cost $60.51 Unrealized +38.6%
ASO ACADEMY SPORTS & OUTDOORS IN 0.9%
Value ($000) $2,817 Shares 66,775 Est. Cost $38.07 Unrealized +12.0%
BAC BK OF AMERICA CORP 0.9%
Value ($000) $2,813 Shares 93,143 Est. Cost $22.67 Unrealized +34.9%
MU MICRON TECHNOLOGY INC 0.9%
Value ($000) $2,723 Shares 54,352 Est. Cost $56.91 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.8%
Value ($000) $2,716 Shares 5,980 Est. Cost $433.12 Unrealized +5.1%
NXST NEXSTAR MEDIA GROUP INC 0.8%
Value ($000) $2,661 Shares 15,951 Est. Cost $119.24 Unrealized +36.5%
INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $2,510 Shares 125,823 Est. Cost $21.13 Unrealized
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $2,510 Shares 18,608 Est. Cost $161.97 Unrealized -10.5%
PIONEER NAT RES CO 0.7%
Value ($000) $2,318 Shares 10,703 Est. Cost $160.18 Unrealized
PERI PERION NETWORK LTD 0.7%
Value ($000) $2,309 Shares 119,693 Est. Cost $20.23 Unrealized -0.4%
AMERICAN EQTY INVT LIFE HLD 0.7%
Value ($000) $2,289 Shares 61,380 Est. Cost $38.92 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $2,259 Shares 121,386 Est. Cost $21.89 Unrealized
DOX AMDOCS LTD 0.7%
Value ($000) $2,249 Shares 28,304 Est. Cost $76.15 Unrealized +3.1%
MSFT MICROSOFT CORP 0.7%
Value ($000) $2,109 Shares 9,057 Est. Cost $137.16 Unrealized +87.3%
POR PORTLAND GEN ELEC CO 0.6%
Value ($000) $2,073 Shares 47,689 Est. Cost $43.90 Unrealized -0.0%
VLY VALLEY NATL BANCORP 0.6%
Value ($000) $2,070 Shares 191,647 Est. Cost $11.53 Unrealized 0.0%
BSCS INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $2,030 Shares 106,114 Est. Cost $22.92 Unrealized
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $2,028 Shares 36,996 Est. Cost $45.39 Unrealized +24.7%
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,979 Shares 14,640 Est. Cost $127.30 Unrealized
NVST ENVISTA HOLDINGS CORPORATION 0.6%
Value ($000) $1,978 Shares 60,299 Est. Cost $39.60 Unrealized -4.3%
FANG DIAMONDBACK ENERGY INC 0.6%
Value ($000) $1,945 Shares 16,143 Est. Cost $107.70 Unrealized -0.2%
MOH MOLINA HEALTHCARE INC 0.6%
Value ($000) $1,905 Shares 5,777 Est. Cost $272.62 Unrealized +18.1%
VPL VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,802 Shares 31,379 Est. Cost $63.73 Unrealized
THC TENET HEALTHCARE CORP 0.6%
Value ($000) $1,799 Shares 34,887 Est. Cost $74.91 Unrealized -20.8%
FLEX FLEX LTD 0.5%
Value ($000) $1,713 Shares 102,812 Est. Cost $12.78 Unrealized 0.0%
UNP UNION PAC CORP 0.5%
Value ($000) $1,708 Shares 8,767 Est. Cost $69.90 Unrealized +192.2%
MOAT VANECK ETF TRUST 0.5%
Value ($000) $1,680 Shares 28,006 Est. Cost $54.54 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.5%
Value ($000) $1,680 Shares 90,968 Est. Cost $25.10 Unrealized
IXUS ISHARES TR 0.5%
Value ($000) $1,667 Shares 32,734 Est. Cost $59.37 Unrealized
ON ON SEMICONDUCTOR CORP 0.5%
Value ($000) $1,640 Shares 26,318 Est. Cost $53.57 Unrealized +20.2%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,540 Shares 42,213 Est. Cost $40.33 Unrealized
CRMT AMERICAS CAR-MART INC 0.5%
Value ($000) $1,526 Shares 25,000 Est. Cost $94.63 Unrealized -5.2%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $1,501 Shares 19,945 Est. Cost $58.85 Unrealized +14.7%
WDFC WD 40 CO 0.4%
Value ($000) $1,424 Shares 8,105 Est. Cost $180.27 Unrealized -2.3%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,358 Shares 72,856 Est. Cost $19.98 Unrealized
IWR ISHARES TR 0.4%
Value ($000) $1,328 Shares 21,371 Est. Cost $57.95 Unrealized
TS TENARIS S A 0.4%
Value ($000) $1,314 Shares 50,866 Est. Cost $25.70 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $1,232 Shares 8,916 Est. Cost $91.41 Unrealized +68.8%
LPLA LPL FINL HLDGS INC 0.4%
Value ($000) $1,122 Shares 5,136 Est. Cost $79.86 Unrealized +166.3%
SEIC SEI INVTS CO 0.3%
Value ($000) $1,107 Shares 22,570 Est. Cost $49.13 Unrealized +6.1%
CMI CUMMINS INC 0.3%
Value ($000) $1,098 Shares 5,395 Est. Cost $196.18 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED 0.3%
Value ($000) $1,002 Shares 28,574 Est. Cost $74.39 Unrealized -40.6%
KBR KBR INC 0.3%
Value ($000) $906 Shares 20,955 Est. Cost $46.67 Unrealized +1.6%
HON HONEYWELL INTL INC 0.3%
Value ($000) $864 Shares 5,175 Est. Cost $120.85 Unrealized +34.2%
INMD INMODE LTD 0.3%
Value ($000) $851 Shares 29,234 Est. Cost $30.32 Unrealized +2.3%
ACHC ACADIA HEALTHCARE COMPANY IN 0.3%
Value ($000) $823 Shares 10,526 Est. Cost $69.95 Unrealized +14.3%
OEF ISHARES TR 0.3%
Value ($000) $801 Shares 4,926 Est. Cost $109.07 Unrealized
MLI MUELLER INDS INC 0.2%
Value ($000) $785 Shares 13,203 Est. Cost $26.80 Unrealized +10.7%
TRAVELCENTERS OF AMERICA INC 0.2%
Value ($000) $757 Shares 14,038 Est. Cost $50.34 Unrealized
STT STATE STR CORP 0.2%
Value ($000) $732 Shares 12,035 Est. Cost $54.51 Unrealized +11.4%
PR PERMIAN RESOURCES CORP 0.2%
Value ($000) $726 Shares 106,702 Est. Cost $6.91 Unrealized 0.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $711 Shares 17,610 Est. Cost $35.54 Unrealized -7.0%
IWD ISHARES TR 0.2%
Value ($000) $682 Shares 5,016 Est. Cost $146.22 Unrealized
NEOG NEOGEN CORP 0.2%
Value ($000) $664 Shares 47,520 Est. Cost $42.24 Unrealized -52.3%
PBH PRESTIGE CONSMR HEALTHCARE I 0.2%
Value ($000) $654 Shares 13,129 Est. Cost $58.83 Unrealized -5.9%
SAIC SCIENCE APPLICATIONS INTL CO 0.2%
Value ($000) $652 Shares 7,373 Est. Cost $87.54 Unrealized +6.3%
SYNOVUS FINL CORP 0.2%
Value ($000) $650 Shares 17,325 Est. Cost $40.93 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $648 Shares 37,421 Est. Cost $20.18 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $648 Shares 6,201 Est. Cost $86.78 Unrealized +21.7%
FNB F N B CORP 0.2%
Value ($000) $645 Shares 55,609 Est. Cost $10.53 Unrealized 0.0%
OXM OXFORD INDS INC 0.2%
Value ($000) $637 Shares 7,094 Est. Cost $96.75 Unrealized 0.0%
HERITAGE CRYSTAL CLEAN INC 0.2%
Value ($000) $636 Shares 21,509 Est. Cost $29.57 Unrealized
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $634 Shares 20,062 Est. Cost $31.68 Unrealized +0.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $633 Shares 2,370 Est. Cost $158.82 Unrealized +79.2%
THE ODP CORP 0.2%
Value ($000) $629 Shares 17,891 Est. Cost $35.16 Unrealized
CVSA ADTALEM GLOBAL ED INC 0.2%
Value ($000) $628 Shares 17,234 Est. Cost $38.17 Unrealized 0.0%
INTU INTUIT 0.2%
Value ($000) $620 Shares 1,600 Est. Cost $112.23 Unrealized +276.6%
ENCORE WIRE CORP 0.2%
Value ($000) $617 Shares 5,340 Est. Cost $104.23 Unrealized
FBP FIRST BANCORP P R 0.2%
Value ($000) $616 Shares 45,012 Est. Cost $12.94 Unrealized 0.0%
IMKTA INGLES MKTS INC 0.2%
Value ($000) $609 Shares 7,694 Est. Cost $88.01 Unrealized +0.1%
SR SPIRE INC 0.2%
Value ($000) $592 Shares 9,492 Est. Cost $62.37 Unrealized
JBSS SANFILIPPO JOHN B & SON INC 0.2%
Value ($000) $555 Shares 7,330 Est. Cost $76.40 Unrealized -1.1%
UNIVAR SOLUTIONS INC 0.2%
Value ($000) $530 Shares 23,300 Est. Cost $32.04 Unrealized
CELESTICA INC 0.2%
Value ($000) $527 Shares 62,694 Est. Cost $8.41 Unrealized
RRC RANGE RES CORP 0.2%
Value ($000) $518 Shares 20,495 Est. Cost $30.63 Unrealized -1.2%
USFD US FOODS HLDG CORP 0.2%
Value ($000) $517 Shares 19,544 Est. Cost $33.72 Unrealized -8.0%
HOSTESS BRANDS INC 0.2%
Value ($000) $500 Shares 21,511 Est. Cost $21.27 Unrealized
ATI ATI INC 0.2%
Value ($000) $489 Shares 18,380 Est. Cost $23.34 Unrealized +19.3%
PINNACLE FINL PARTNERS INC 0.2%
Value ($000) $489 Shares 6,032 Est. Cost $89.61 Unrealized
NOG NORTHERN OIL AND GAS INC MN 0.1%
Value ($000) $468 Shares 17,083 Est. Cost $24.66 Unrealized +14.5%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $455 Shares 3,619 Est. Cost $116.28 Unrealized +5.7%
MGY MAGNOLIA OIL & GAS CORP 0.1%
Value ($000) $454 Shares 22,936 Est. Cost $21.96 Unrealized +0.8%
EMBC EMBECTA CORP 0.1%
Value ($000) $454 Shares 15,778 Est. Cost $26.16 Unrealized 0.0%
KOS KOSMOS ENERGY LTD 0.1%
Value ($000) $453 Shares 87,670 Est. Cost $6.06 Unrealized 0.0%
BPOP POPULAR INC 0.1%
Value ($000) $451 Shares 6,260 Est. Cost $70.69 Unrealized -0.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $447 Shares 3,538 Est. Cost $135.55 Unrealized -3.7%
TCBI TEXAS CAP BANCSHARES INC 0.1%
Value ($000) $447 Shares 7,568 Est. Cost $59.23 Unrealized 0.0%
HUN HUNTSMAN CORP 0.1%
Value ($000) $446 Shares 18,161 Est. Cost $37.38 Unrealized -24.8%
HUBG HUB GROUP INC 0.1%
Value ($000) $438 Shares 6,353 Est. Cost $39.65 Unrealized -3.7%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $434 Shares 400 Est. Cost $457.08 Unrealized +171.9%
IWN ISHARES TR 0.1%
Value ($000) $430 Shares 3,338 Est. Cost $157.95 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $421 Shares 3,723 Est. Cost $124.70 Unrealized +1.4%
WSR WHITESTONE REIT 0.1%
Value ($000) $421 Shares 49,726 Est. Cost $10.82 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $408 Shares 1,478 Est. Cost $242.58 Unrealized +11.6%
DIOD DIODES INC 0.1%
Value ($000) $406 Shares 6,261 Est. Cost $88.86 Unrealized -18.7%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $404 Shares 6,057 Est. Cost $57.41 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $393 Shares 31,058 Est. Cost $14.47 Unrealized 0.0%
RANGER OIL CORPORATION 0.1%
Value ($000) $388 Shares 12,330 Est. Cost $32.80 Unrealized
CMPR CIMPRESS PLC 0.1%
Value ($000) $367 Shares 15,000 Est. Cost $85.67 Unrealized -60.1%
CSX CSX CORP 0.1%
Value ($000) $362 Shares 13,580 Est. Cost $25.14 Unrealized +17.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $356 Shares 7,500 Est. Cost $34.19 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.1%
Value ($000) $347 Shares 4,214 Est. Cost $94.13 Unrealized -5.5%
IJR ISHARES TR 0.1%
Value ($000) $346 Shares 3,973 Est. Cost $81.02 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $344 Shares 4,242 Est. Cost $85.01 Unrealized
ARVN ARVINAS INC 0.1%
Value ($000) $344 Shares 7,742 Est. Cost $76.50 Unrealized -36.5%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $343 Shares 1,636 Est. Cost $103.49 Unrealized +115.3%
SHV ISHARES TR 0.1%
Value ($000) $322 Shares 2,925 Est. Cost $110.64 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $322 Shares 2,643 Est. Cost $124.55 Unrealized
T AT&T INC 0.1%
Value ($000) $320 Shares 20,847 Est. Cost $14.18 Unrealized +6.3%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $317 Shares 3,700 Est. Cost $65.76 Unrealized +23.9%
UNITI GROUP INC 0.1%
Value ($000) $303 Shares 43,625 Est. Cost $10.54 Unrealized
AA ALCOA CORP 0.1%
Value ($000) $302 Shares 8,962 Est. Cost $44.87 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $295 Shares 585 Est. Cost $324.25 Unrealized +52.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $284 Shares 7,471 Est. Cost $40.47 Unrealized -11.6%
GOOG ALPHABET INC 0.1%
Value ($000) $273 Shares 2,840 Est. Cost $110.43 Unrealized +0.4%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $256 Shares 3,549 Est. Cost $55.48 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $250 Shares 936 Est. Cost $251.35 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $243 Shares 1,681 Est. Cost $115.43 Unrealized +35.2%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $233 Shares 923 Est. Cost $246.49 Unrealized +1.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $233 Shares 2,970 Est. Cost $66.74 Unrealized +15.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $231 Shares 1,854 Est. Cost $86.64 Unrealized +32.3%
TRGP TARGA RES CORP 0.1%
Value ($000) $231 Shares 3,822 Est. Cost $49.03 Unrealized +24.4%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $225 Shares 3,200 Est. Cost $67.40 Unrealized +7.5%
MUB ISHARES TR 0.1%
Value ($000) $221 Shares 2,150 Est. Cost $116.00 Unrealized
NKE NIKE INC 0.1%
Value ($000) $217 Shares 2,615 Est. Cost $97.23 Unrealized +4.5%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $217 Shares 2,620 Est. Cost $56.77 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $205 Shares 1,250 Est. Cost $128.68 Unrealized +33.8%
PEP PEPSICO INC 0.1%
Value ($000) $203 Shares 1,243 Est. Cost $120.34 Unrealized +28.3%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $113 Shares 10,200 Est. Cost $5.42 Unrealized