MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

CIK: 0001632105 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 27, 2020

Total Value ($000): $195,500 (100.0% shares, 0.0% debt)

Holdings (198)

AAPL APPLE INC 8.9%
Value ($000) $17,475 Shares 150,898 Est. Cost $86.30 Unrealized +22.8%
MSFT MICROSOFT CORP 3.5%
Value ($000) $6,783 Shares 32,251 Est. Cost $61.67 Unrealized +225.5%
VUG VANGUARD GROWTH 2.5%
Value ($000) $4,792 Shares 21,052 Est. Cost $191.93 Unrealized
HD HOME DEPOT INC 2.2%
Value ($000) $4,268 Shares 15,368 Est. Cost $90.10 Unrealized +163.8%
AMZN AMAZON COM INC 2.0%
Value ($000) $3,986 Shares 1,266 Est. Cost $47.33 Unrealized +233.1%
ADBE ADOBE INC COM 1.9%
Value ($000) $3,792 Shares 7,731 Est. Cost $113.19 Unrealized +311.0%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $3,784 Shares 25,416 Est. Cost $92.65 Unrealized +37.1%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $3,237 Shares 10,384 Est. Cost $102.10 Unrealized +175.4%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $3,003 Shares 31,192 Est. Cost $62.27 Unrealized +37.2%
BRK/B BERKSHIRE HATHAWAY B NEW CLASS 1.5%
Value ($000) $2,924 Shares 13,731 Est. Cost $169.59 Unrealized +20.6%
VANGUARD INDEX FDS S&P 500 ETF 1.3%
Value ($000) $2,634 Shares 8,560 Est. Cost $263.45 Unrealized
PG PROCTER & GAMBLE 1.3%
Value ($000) $2,629 Shares 18,911 Est. Cost $69.45 Unrealized +67.5%
INTC INTEL CORP 1.2%
Value ($000) $2,373 Shares 45,823 Est. Cost $33.33 Unrealized +39.6%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $2,261 Shares 1,543 Est. Cost $38.12 Unrealized +98.4%
SO THE SOUTHERN COMPANY 1.1%
Value ($000) $2,224 Shares 41,018 Est. Cost $31.67 Unrealized +37.5%
VTV VANGUARD VALUE 1.1%
Value ($000) $2,222 Shares 21,258 Est. Cost $97.27 Unrealized
NKE NIKE INC CLASS B 1.1%
Value ($000) $2,202 Shares 17,543 Est. Cost $60.83 Unrealized +63.8%
DIS DISNEY WALT CO COM DISNEY 1.1%
Value ($000) $2,177 Shares 17,548 Est. Cost $89.29 Unrealized +36.8%
WMT WAL-MART STORES INC 1.0%
Value ($000) $2,037 Shares 14,557 Est. Cost $27.11 Unrealized +52.4%
T AT&T INC COM 1.0%
Value ($000) $1,867 Shares 65,474 Est. Cost $13.84 Unrealized +12.4%
PEP PEPSICO INCORPORATED 1.0%
Value ($000) $1,858 Shares 13,408 Est. Cost $73.20 Unrealized +57.3%
VTI VANGUARD TOTAL STOCK MKT 0.9%
Value ($000) $1,817 Shares 10,671 Est. Cost $125.96 Unrealized
CAT CATERPILLAR INC 0.9%
Value ($000) $1,781 Shares 11,942 Est. Cost $71.14 Unrealized +78.3%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $1,777 Shares 9,024 Est. Cost $89.68 Unrealized +83.8%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $1,618 Shares 1,101 Est. Cost $42.22 Unrealized +79.4%
VZ VERIZON COMMUNICATIONS COM 0.8%
Value ($000) $1,579 Shares 26,542 Est. Cost $33.25 Unrealized +28.0%
LOW LOWES COMPANIES INC 0.8%
Value ($000) $1,572 Shares 9,477 Est. Cost $59.13 Unrealized +136.6%
HON HONEYWELL INTERNATIONAL 0.8%
Value ($000) $1,537 Shares 9,336 Est. Cost $92.34 Unrealized +44.3%
LLY LILLY ELI & COMPANY 0.8%
Value ($000) $1,536 Shares 10,379 Est. Cost $76.15 Unrealized +91.4%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $1,510 Shares 20,972 Est. Cost $71.81 Unrealized -7.4%
YUM YUM BRANDS INC 0.7%
Value ($000) $1,461 Shares 16,010 Est. Cost $44.62 Unrealized +86.8%
VONE VANGUARD SCOTTSDALE FD VNG RUS 0.7%
Value ($000) $1,461 Shares 9,439 Est. Cost $98.86 Unrealized
VNQ VANGUARD REIT 0.7%
Value ($000) $1,437 Shares 18,208 Est. Cost $85.08 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $1,396 Shares 35,428 Est. Cost $21.02 Unrealized +76.3%
MRK MERCK & CO INC NEW 0.7%
Value ($000) $1,389 Shares 16,738 Est. Cost $48.05 Unrealized +37.2%
CLX CLOROX COMPANY 0.7%
Value ($000) $1,382 Shares 6,575 Est. Cost $90.19 Unrealized +109.5%
ABBV ABBVIE INC. COM 0.7%
Value ($000) $1,348 Shares 15,386 Est. Cost $50.81 Unrealized +50.2%
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $1,344 Shares 29,049 Est. Cost $26.83 Unrealized +40.2%
ADP AUTO DATA PROCESSING 0.7%
Value ($000) $1,324 Shares 9,489 Est. Cost $73.33 Unrealized +70.5%
SPY S P D R S&P 500 ETF TR EXPIRIN 0.7%
Value ($000) $1,285 Shares 3,835 Est. Cost $233.93 Unrealized
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $1,249 Shares 21,015 Est. Cost $21.23 Unrealized +177.4%
AXP AMERICAN EXPRESS COMPANY 0.6%
Value ($000) $1,246 Shares 12,431 Est. Cost $74.42 Unrealized +23.5%
DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,240 Shares 14,003 Est. Cost $84.30 Unrealized
AVGO BROADCOM INC COM 0.6%
Value ($000) $1,233 Shares 3,385 Est. Cost $20.73 Unrealized +43.0%
XOM EXXON MOBIL CORPORATION 0.6%
Value ($000) $1,220 Shares 35,544 Est. Cost $54.89 Unrealized -41.1%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,206 Shares 20,000 Est. Cost $44.57 Unrealized +9.0%
KO COCA COLA COMPANY 0.6%
Value ($000) $1,205 Shares 24,407 Est. Cost $33.59 Unrealized +21.4%
TSLA TESLA MTRS INC COM 0.6%
Value ($000) $1,193 Shares 2,780 Est. Cost $118.07 Unrealized 0.0%
V VISA INC COM CL A 0.6%
Value ($000) $1,177 Shares 5,884 Est. Cost $170.30 Unrealized +12.9%
AMT AMERICAN TOWER REIT COM 0.6%
Value ($000) $1,150 Shares 4,758 Est. Cost $87.17 Unrealized +148.6%
PFE PFIZER INCORPORATED 0.6%
Value ($000) $1,141 Shares 31,091 Est. Cost $23.02 Unrealized +17.8%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $1,136 Shares 47,149 Est. Cost $18.46 Unrealized +18.2%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $1,111 Shares 7,786 Est. Cost $64.28 Unrealized +81.8%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $1,090 Shares 7,384 Est. Cost $83.70 Unrealized +47.5%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,088 Shares 3,064 Est. Cost $170.74 Unrealized +81.0%
AMGN AMGEN INCORPORATED 0.6%
Value ($000) $1,079 Shares 4,244 Est. Cost $120.35 Unrealized +74.1%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,067 Shares 5,414 Est. Cost $59.01 Unrealized +218.4%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,066 Shares 3,840 Est. Cost $32.70 Unrealized +84.3%
NVDA NVIDIA CORP COM 0.5%
Value ($000) $1,030 Shares 1,903 Est. Cost $7.83 Unrealized +48.1%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $994 Shares 8,168 Est. Cost $98.07 Unrealized -4.3%
DE DEERE & CO 0.5%
Value ($000) $990 Shares 4,465 Est. Cost $83.91 Unrealized +114.3%
MCD MC DONALDS CORP 0.5%
Value ($000) $986 Shares 4,494 Est. Cost $83.03 Unrealized +118.5%
RF REGIONS FINANCIAL CP NEW 0.5%
Value ($000) $967 Shares 83,864 Est. Cost $7.42 Unrealized +20.8%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $957 Shares 8,849 Est. Cost $81.58 Unrealized +25.6%
ELV ANTHEM INC COM 0.5%
Value ($000) $949 Shares 3,535 Est. Cost $152.61 Unrealized +63.8%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $944 Shares 8,670 Est. Cost $49.04 Unrealized +88.3%
YUMC YUM CHINA HLDGS INC COM 0.5%
Value ($000) $939 Shares 17,735 Est. Cost $27.13 Unrealized +95.1%
QCOM QUALCOMM INC 0.5%
Value ($000) $910 Shares 7,733 Est. Cost $48.98 Unrealized +94.3%
GL GLOBE LIFE INC COM 0.4%
Value ($000) $875 Shares 10,957 Est. Cost $86.06 Unrealized -11.3%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $867 Shares 3,725 Est. Cost $112.50 Unrealized +100.3%
VMC VULCAN MATERIALS COMPANY 0.4%
Value ($000) $854 Shares 6,302 Est. Cost $68.48 Unrealized +75.6%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $846 Shares 11,280 Est. Cost $53.58 Unrealized +9.9%
VO VANGUARD INDEX FDS MID CAP ETF 0.4%
Value ($000) $831 Shares 4,713 Est. Cost $143.93 Unrealized
TGT TARGET CORPORATION 0.4%
Value ($000) $829 Shares 5,266 Est. Cost $56.31 Unrealized +110.7%
VWO VANGUARD MSCI EMERGING MARKETS 0.4%
Value ($000) $822 Shares 19,019 Est. Cost $42.17 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $819 Shares 21,201 Est. Cost $25.31 Unrealized +7.4%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $814 Shares 1,169 Est. Cost $74.13 Unrealized +180.9%
RTX RAYTHEON TECHNOLOGIES COM 0.4%
Value ($000) $805 Shares 13,993 Est. Cost $54.57 Unrealized -1.6%
DOCU DOCUSIGN INC COM 0.4%
Value ($000) $791 Shares 3,675 Est. Cost $153.43 Unrealized +35.3%
MAGELLAN MIDSTREAM PRT COM UNI 0.4%
Value ($000) $781 Shares 22,837 Est. Cost $76.79 Unrealized
NFLX NETFLIX INC COM 0.4%
Value ($000) $779 Shares 1,558 Est. Cost $21.37 Unrealized +132.9%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $765 Shares 12,110 Est. Cost $68.79 Unrealized -18.4%
TBRG COMPUTER PROGRAMS & SYS 0.4%
Value ($000) $755 Shares 27,346 Est. Cost $28.32 Unrealized -7.0%
APD AIR PROD & CHEMICALS INC 0.4%
Value ($000) $748 Shares 2,511 Est. Cost $109.83 Unrealized +129.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $737 Shares 1,922 Est. Cost $323.73 Unrealized +1.6%
PPG P P G INDUSTRIES INC 0.4%
Value ($000) $735 Shares 6,025 Est. Cost $91.09 Unrealized +15.6%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $722 Shares 3,375 Est. Cost $82.37 Unrealized +118.4%
META FACEBOOK INC CL A 0.4%
Value ($000) $721 Shares 2,752 Est. Cost $141.59 Unrealized +80.9%
CL COLGATE-PALMOLIVE CO 0.4%
Value ($000) $720 Shares 9,327 Est. Cost $53.80 Unrealized +25.2%
VEA VANGUARD MSCI EAFE ETF 0.4%
Value ($000) $714 Shares 17,468 Est. Cost $40.48 Unrealized
USB U S BANCORP DEL NEW 0.4%
Value ($000) $712 Shares 19,853 Est. Cost $29.70 Unrealized -2.6%
ECL ECOLAB INC 0.4%
Value ($000) $707 Shares 3,539 Est. Cost $102.72 Unrealized +83.4%
TMO THERMO FISHER SCIENTIFIC 0.4%
Value ($000) $701 Shares 1,588 Est. Cost $171.58 Unrealized +137.4%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $690 Shares 4,987 Est. Cost $118.38 Unrealized +10.7%
QQQ INVESCO QQQ TR UNIT SER 1 0.4%
Value ($000) $688 Shares 2,477 Est. Cost $169.65 Unrealized
EPD ENTERPRISE PRD PRTNRS LP 0.3%
Value ($000) $675 Shares 42,754 Est. Cost $33.60 Unrealized
AFL A F L A C INC 0.3%
Value ($000) $673 Shares 18,527 Est. Cost $31.99 Unrealized +0.3%
MS MORGAN STANLEY 0.3%
Value ($000) $667 Shares 13,786 Est. Cost $27.07 Unrealized +57.1%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $654 Shares 7,070 Est. Cost $78.77 Unrealized
GLW CORNING INC 0.3%
Value ($000) $650 Shares 20,061 Est. Cost $15.02 Unrealized +77.4%
CCI CROWN CASTLE INTL CORP COM 0.3%
Value ($000) $639 Shares 3,836 Est. Cost $89.56 Unrealized +44.1%
ENB ENBRIDGE INC F 0.3%
Value ($000) $631 Shares 21,612 Est. Cost $24.46 Unrealized -10.1%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $627 Shares 6,033 Est. Cost $60.24 Unrealized +43.1%
TTD THE TRADE DESK INC COM CL A 0.3%
Value ($000) $623 Shares 1,200 Est. Cost $27.07 Unrealized +68.7%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $601 Shares 10,060 Est. Cost $35.52 Unrealized +48.5%
FDX FEDEX CORPORATION 0.3%
Value ($000) $596 Shares 2,369 Est. Cost $144.38 Unrealized +25.3%
IWM ISHARES TR RUSSELL 2000 0.3%
Value ($000) $590 Shares 3,938 Est. Cost $149.82 Unrealized
BA BOEING CO 0.3%
Value ($000) $582 Shares 3,519 Est. Cost $139.22 Unrealized +22.4%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $582 Shares 10,128 Est. Cost $42.57 Unrealized +14.1%
C CITIGROUP INC NEW 0.3%
Value ($000) $577 Shares 13,391 Est. Cost $46.55 Unrealized -11.9%
CERNER CORP 0.3%
Value ($000) $556 Shares 7,690 Est. Cost $63.62 Unrealized
ALL ALLSTATE CORPORATION 0.3%
Value ($000) $546 Shares 5,796 Est. Cost $53.03 Unrealized +54.2%
LINDE PLC COM 0.3%
Value ($000) $539 Shares 2,263 Est. Cost $156.40 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $531 Shares 6,652 Est. Cost $35.30 Unrealized +82.8%
SHOP SHOPIFY INC CL A 0.3%
Value ($000) $519 Shares 507 Est. Cost $45.08 Unrealized +120.5%
CVS C V S CAREMARK CORP 0.3%
Value ($000) $518 Shares 8,870 Est. Cost $60.19 Unrealized -13.0%
MSEX MIDDLESEX WATER CO COM 0.3%
Value ($000) $498 Shares 8,020 Est. Cost $26.99 Unrealized +140.3%
EBAY EBAY INC COM 0.3%
Value ($000) $493 Shares 9,459 Est. Cost $21.53 Unrealized +133.3%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $486 Shares 5,086 Est. Cost $46.16 Unrealized +88.9%
URI UNITED RENTALS INC COM 0.2%
Value ($000) $471 Shares 2,700 Est. Cost $74.22 Unrealized +119.4%
FSLY FASTLY INC CL A 0.2%
Value ($000) $468 Shares 5,000 Est. Cost $39.40 Unrealized +120.3%
MA MASTERCARD INC 0.2%
Value ($000) $467 Shares 1,381 Est. Cost $146.97 Unrealized +114.8%
O REALTY INCOME CORP REIT 0.2%
Value ($000) $467 Shares 7,685 Est. Cost $28.58 Unrealized +57.8%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $455 Shares 19,346 Est. Cost $39.00 Unrealized -44.0%
CME CME GROUP INC CL A CLASS A 0.2%
Value ($000) $453 Shares 2,706 Est. Cost $58.98 Unrealized +131.0%
NVS NOVARTIS A G SPON ADR F SPONSO 0.2%
Value ($000) $447 Shares 5,144 Est. Cost $91.40 Unrealized
KLAC K L A TENCOR CORP 0.2%
Value ($000) $442 Shares 2,280 Est. Cost $84.24 Unrealized +121.0%
VLO VALERO ENERGY CORP NEW 0.2%
Value ($000) $439 Shares 10,140 Est. Cost $47.34 Unrealized -10.0%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $432 Shares 1,370 Est. Cost $298.50 Unrealized -0.1%
SVB FINL GROUP COM 0.2%
Value ($000) $427 Shares 1,775 Est. Cost $238.37 Unrealized
RH RH COM 0.2%
Value ($000) $383 Shares 1,000 Est. Cost $181.18 Unrealized +74.1%
VFC V F CORPORATION 0.2%
Value ($000) $382 Shares 5,441 Est. Cost $66.58 Unrealized -3.0%
BR BROADRIDGE FINL SOLUTION 0.2%
Value ($000) $381 Shares 2,885 Est. Cost $54.04 Unrealized +125.9%
SFBS SERVISFIRST BANCSHARES COM 0.2%
Value ($000) $376 Shares 11,050 Est. Cost $30.94 Unrealized +6.0%
MMM 3M COMPANY 0.2%
Value ($000) $371 Shares 2,316 Est. Cost $96.36 Unrealized +14.5%
FDN FIRST TR EXCHANGE-TRAD DJ INTE 0.2%
Value ($000) $355 Shares 1,885 Est. Cost $170.29 Unrealized
DGX QUEST DIAGNOSTIC INC 0.2%
Value ($000) $349 Shares 3,050 Est. Cost $67.52 Unrealized +57.8%
CWT CALIFORNIA WTR SVC GRP COM 0.2%
Value ($000) $348 Shares 8,000 Est. Cost $20.40 Unrealized +103.4%
CB CHUBB LIMITED COM 0.2%
Value ($000) $347 Shares 2,991 Est. Cost $98.63 Unrealized +17.4%
CE CELANESE CORP DEL COM SER A 0.2%
Value ($000) $343 Shares 3,190 Est. Cost $77.59 Unrealized +17.1%
WALGREENS BOOTS ALLIAN COM 0.2%
Value ($000) $342 Shares 9,531 Est. Cost $75.28 Unrealized
IJK ISHARES S&P MC 400GR ETF 0.2%
Value ($000) $342 Shares 1,430 Est. Cost $239.16 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $336 Shares 1,715 Est. Cost $109.55 Unrealized +89.7%
EIX EDISON INTERNATIONAL 0.2%
Value ($000) $336 Shares 6,608 Est. Cost $40.28 Unrealized +3.6%
IVV ISHARES TR S&P 500 INDEX 0.2%
Value ($000) $332 Shares 988 Est. Cost $291.53 Unrealized
CSX C S X CORP 0.2%
Value ($000) $331 Shares 4,265 Est. Cost $13.50 Unrealized +70.0%
AMERICAN INTL GROUP COM 0.2%
Value ($000) $324 Shares 11,786 Est. Cost $54.59 Unrealized
SYY SYSCO CORPORATION 0.2%
Value ($000) $323 Shares 5,188 Est. Cost $36.98 Unrealized +36.3%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $321 Shares 4,894 Est. Cost $39.73 Unrealized +48.0%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.2%
Value ($000) $320 Shares 100 Est. Cost $199512.94 Unrealized +53.8%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $319 Shares 7,864 Est. Cost $30.38 Unrealized -8.0%
BNS BANK OF NOVA SCOTIA F 0.2%
Value ($000) $318 Shares 7,650 Est. Cost $33.88 Unrealized -7.1%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $318 Shares 3,705 Est. Cost $61.17 Unrealized +15.7%
SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $315 Shares 931 Est. Cost $263.89 Unrealized
WM WASTE MANAGEMENT INC DEL 0.2%
Value ($000) $313 Shares 2,765 Est. Cost $57.46 Unrealized +76.4%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $300 Shares 7,882 Est. Cost $40.24 Unrealized -27.0%
FMC F M C CORP NEW 0.2%
Value ($000) $298 Shares 2,813 Est. Cost $53.56 Unrealized +69.4%
VV VANGUARD INDEX FDS LARGE CAP E 0.1%
Value ($000) $286 Shares 1,827 Est. Cost $134.99 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $281 Shares 1,625 Est. Cost $158.15 Unrealized
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $281 Shares 2,000 Est. Cost $135.50 Unrealized
IJJ ISHARES S&P MC 400VL ETF 0.1%
Value ($000) $275 Shares 2,040 Est. Cost $134.80 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $269 Shares 3,346 Est. Cost $49.09 Unrealized +53.2%
MNMB MERCHANTS & MARINE BAN CAP STK 0.1%
Value ($000) $263 Shares 7,505 Est. Cost $39.16 Unrealized -13.7%
SLB SCHLUMBERGER LTD F 0.1%
Value ($000) $262 Shares 16,840 Est. Cost $46.60 Unrealized -64.5%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $260 Shares 1,343 Est. Cost $142.90 Unrealized +17.1%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $257 Shares 3,808 Est. Cost $20.60 Unrealized +38.8%
ET ENERGY TRANSFER LP COM UT LTD 0.1%
Value ($000) $255 Shares 47,064 Est. Cost $20.90 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $251 Shares 2,070 Est. Cost $104.68 Unrealized 0.0%
TWLO TWILIO INC CL A 0.1%
Value ($000) $247 Shares 1,000 Est. Cost $160.56 Unrealized +53.5%
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $247 Shares 1,125 Est. Cost $175.25 Unrealized +20.8%
XYZ SQUARE INC CL A 0.1%
Value ($000) $244 Shares 1,500 Est. Cost $141.19 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $244 Shares 1,163 Est. Cost $167.17 Unrealized +8.9%
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $244 Shares 1,196 Est. Cost $153.89 Unrealized
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $241 Shares 8,455 Est. Cost $22.32 Unrealized 0.0%
DVY ISHARES DJ SELECT DIV FD SELEC 0.1%
Value ($000) $239 Shares 2,937 Est. Cost $80.69 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $233 Shares 1,050 Est. Cost $206.67 Unrealized
ADM ARCHER-DANIELS-MID CO 0.1%
Value ($000) $232 Shares 5,000 Est. Cost $37.61 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $222 Shares 1,899 Est. Cost $99.37 Unrealized +7.1%
ADSK AUTODESK INC 0.1%
Value ($000) $221 Shares 955 Est. Cost $196.57 Unrealized +20.9%
UNILEVER N V NY SHS NEWF N Y R 0.1%
Value ($000) $218 Shares 3,605 Est. Cost $60.47 Unrealized
MARVELL TECHNOLOGY GRO ORD 0.1%
Value ($000) $218 Shares 5,500 Est. Cost $39.64 Unrealized
HPE HEWLETT PACKARD ENTERP COM 0.1%
Value ($000) $216 Shares 23,071 Est. Cost $8.20 Unrealized -1.5%
OKTA OKTA INC CL A 0.1%
Value ($000) $214 Shares 1,000 Est. Cost $169.77 Unrealized +22.8%
AMD ADVANCED MICRO DEVICES COM 0.1%
Value ($000) $211 Shares 2,570 Est. Cost $74.25 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $208 Shares 3,747 Est. Cost $21.09 Unrealized 0.0%
UPS UNITED PARCEL SERVICE B CLASS 0.1%
Value ($000) $206 Shares 1,235 Est. Cost $117.34 Unrealized 0.0%
TROW ROWE T PRICE GROUP INC 0.1%
Value ($000) $206 Shares 1,603 Est. Cost $104.97 Unrealized 0.0%
FMS FRESENIUS MED CARE ADR F SPONS 0.1%
Value ($000) $205 Shares 4,830 Est. Cost $43.27 Unrealized
CINF CINCINNATI FINANCIAL CP 0.1%
Value ($000) $201 Shares 2,583 Est. Cost $67.52 Unrealized 0.0%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $199 Shares 31,927 Est. Cost $23.07 Unrealized
HEWLETT-PACKARD COMPANY 0.1%
Value ($000) $195 Shares 10,270 Est. Cost $38.37 Unrealized
PRA PROASSURANCE CORPORATION 0.1%
Value ($000) $186 Shares 11,862 Est. Cost $48.38 Unrealized -69.2%
FLR FLUOR CORPORATION NEW 0.1%
Value ($000) $158 Shares 17,960 Est. Cost $10.49 Unrealized +0.3%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $152 Shares 10,030 Est. Cost $14.98 Unrealized +3.2%
SIRIUS XM HLDGS INC COM 0.1%
Value ($000) $131 Shares 24,418 Est. Cost $5.18 Unrealized
AMCOR LTD ADR NEW 0.1%
Value ($000) $125 Shares 11,271 Est. Cost $11.48 Unrealized
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $71 Shares 16,979 Est. Cost $4.97 Unrealized
ACASTI PHARMA INC CL A NEW 0.0%
Value ($000) $9 Shares 45,000 Est. Cost $1.90 Unrealized