MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

CIK: 0001632105 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 8, 2021

Total Value ($000): $217,732 (100.0% shares, 0.0% debt)

Holdings (204)

AAPL APPLE INC 9.1%
Value ($000) $19,901 Shares 149,984 Est. Cost $86.30 Unrealized +35.6%
MSFT MICROSOFT CORP 3.3%
Value ($000) $7,273 Shares 32,695 Est. Cost $63.63 Unrealized +223.8%
VUG VANGUARD GROWTH 2.7%
Value ($000) $5,920 Shares 23,369 Est. Cost $198.02 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $4,044 Shares 15,226 Est. Cost $90.10 Unrealized +169.1%
AMZN AMAZON COM INC 1.8%
Value ($000) $4,022 Shares 1,235 Est. Cost $47.33 Unrealized +237.1%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $3,976 Shares 31,290 Est. Cost $62.27 Unrealized +57.6%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $3,924 Shares 24,931 Est. Cost $92.65 Unrealized +37.6%
ADBE ADOBE INC COM 1.8%
Value ($000) $3,857 Shares 7,713 Est. Cost $113.19 Unrealized +326.8%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $3,622 Shares 10,328 Est. Cost $102.10 Unrealized +201.8%
DIS DISNEY WALT CO COM DISNEY 1.5%
Value ($000) $3,160 Shares 17,440 Est. Cost $89.29 Unrealized +57.1%
VTV VANGUARD VALUE 1.4%
Value ($000) $3,150 Shares 26,477 Est. Cost $101.55 Unrealized
BRK/B BERKSHIRE HATHAWAY B NEW CLASS 1.4%
Value ($000) $3,078 Shares 13,271 Est. Cost $169.59 Unrealized +29.8%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $2,687 Shares 1,533 Est. Cost $38.12 Unrealized +119.0%
PG PROCTER & GAMBLE 1.2%
Value ($000) $2,536 Shares 18,227 Est. Cost $69.45 Unrealized +77.3%
SO THE SOUTHERN COMPANY 1.2%
Value ($000) $2,527 Shares 41,136 Est. Cost $31.67 Unrealized +56.4%
NKE NIKE INC CLASS B 1.1%
Value ($000) $2,424 Shares 17,137 Est. Cost $60.83 Unrealized +102.5%
INTC INTEL CORP 1.0%
Value ($000) $2,277 Shares 45,695 Est. Cost $33.33 Unrealized +32.1%
VANGUARD INDEX FDS S&P 500 ETF 1.0%
Value ($000) $2,202 Shares 6,408 Est. Cost $263.45 Unrealized
CAT CATERPILLAR INC 1.0%
Value ($000) $2,113 Shares 11,609 Est. Cost $71.14 Unrealized +116.5%
VTI VANGUARD TOTAL STOCK MKT 0.9%
Value ($000) $2,068 Shares 10,625 Est. Cost $125.96 Unrealized
WMT WAL-MART STORES INC 0.9%
Value ($000) $2,047 Shares 14,203 Est. Cost $27.11 Unrealized +66.9%
TSLA TESLA MTRS INC COM 0.9%
Value ($000) $2,018 Shares 2,860 Est. Cost $119.54 Unrealized +42.8%
PEP PEPSICO INCORPORATED 0.9%
Value ($000) $1,955 Shares 13,178 Est. Cost $73.20 Unrealized +65.6%
HON HONEYWELL INTERNATIONAL 0.9%
Value ($000) $1,915 Shares 9,001 Est. Cost $92.34 Unrealized +77.3%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $1,877 Shares 1,071 Est. Cost $42.22 Unrealized +98.3%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $1,804 Shares 21,358 Est. Cost $71.69 Unrealized -9.3%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $1,759 Shares 8,446 Est. Cost $89.68 Unrealized +98.6%
LLY LILLY ELI & COMPANY 0.8%
Value ($000) $1,752 Shares 10,379 Est. Cost $76.15 Unrealized +85.6%
YUM YUM BRANDS INC 0.8%
Value ($000) $1,738 Shares 16,010 Est. Cost $44.62 Unrealized +107.9%
T AT&T INC COM 0.8%
Value ($000) $1,687 Shares 58,650 Est. Cost $13.84 Unrealized +11.1%
ABBV ABBVIE INC. COM 0.8%
Value ($000) $1,681 Shares 15,688 Est. Cost $51.35 Unrealized +53.7%
ADP AUTO DATA PROCESSING 0.8%
Value ($000) $1,655 Shares 9,391 Est. Cost $73.33 Unrealized +101.1%
VONE VANGUARD SCOTTSDALE FD VNG RUS 0.8%
Value ($000) $1,646 Shares 9,394 Est. Cost $98.86 Unrealized
AMAT APPLIED MATERIALS INC 0.7%
Value ($000) $1,614 Shares 18,705 Est. Cost $21.23 Unrealized +233.0%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $1,591 Shares 35,559 Est. Cost $21.02 Unrealized +67.8%
VZ VERIZON COMMUNICATIONS COM 0.7%
Value ($000) $1,559 Shares 26,544 Est. Cost $33.25 Unrealized +32.3%
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $1,520 Shares 29,003 Est. Cost $26.83 Unrealized +55.3%
LOW LOWES COMPANIES INC 0.7%
Value ($000) $1,511 Shares 9,417 Est. Cost $59.13 Unrealized +150.4%
AXP AMERICAN EXPRESS COMPANY 0.7%
Value ($000) $1,503 Shares 12,431 Est. Cost $74.42 Unrealized +39.5%
VNQ VANGUARD REIT 0.7%
Value ($000) $1,493 Shares 17,577 Est. Cost $85.08 Unrealized
AVGO BROADCOM INC COM 0.7%
Value ($000) $1,480 Shares 3,381 Est. Cost $20.73 Unrealized +68.0%
SPY S P D R S&P 500 ETF TR EXPIRIN 0.7%
Value ($000) $1,477 Shares 3,951 Est. Cost $238.04 Unrealized
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $1,429 Shares 47,162 Est. Cost $18.46 Unrealized +28.1%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $1,367 Shares 16,716 Est. Cost $48.05 Unrealized +34.9%
CLX CLOROX COMPANY 0.6%
Value ($000) $1,365 Shares 6,760 Est. Cost $92.54 Unrealized +90.6%
KO COCA COLA COMPANY 0.6%
Value ($000) $1,331 Shares 24,272 Est. Cost $33.59 Unrealized +31.8%
V VISA INC COM CL A 0.6%
Value ($000) $1,321 Shares 6,039 Est. Cost $170.99 Unrealized +15.3%
XOM EXXON MOBIL CORPORATION 0.6%
Value ($000) $1,302 Shares 31,587 Est. Cost $54.89 Unrealized -44.7%
VO VANGUARD INDEX FDS MID CAP ETF 0.6%
Value ($000) $1,280 Shares 6,193 Est. Cost $158.93 Unrealized
DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,276 Shares 13,937 Est. Cost $84.30 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,266 Shares 3,359 Est. Cost $186.26 Unrealized +86.5%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $1,261 Shares 7,682 Est. Cost $64.28 Unrealized +109.4%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,239 Shares 19,974 Est. Cost $44.57 Unrealized +12.3%
DE DEERE & CO 0.6%
Value ($000) $1,202 Shares 4,465 Est. Cost $83.91 Unrealized +176.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,181 Shares 15,310 Est. Cost $57.38 Unrealized +14.4%
PFE PFIZER INCORPORATED 0.5%
Value ($000) $1,144 Shares 31,075 Est. Cost $23.02 Unrealized +24.4%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,136 Shares 8,096 Est. Cost $81.58 Unrealized +41.7%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,135 Shares 7,447 Est. Cost $48.98 Unrealized +154.6%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,101 Shares 4,701 Est. Cost $59.01 Unrealized +250.3%
ELV ANTHEM INC COM 0.5%
Value ($000) $1,083 Shares 3,375 Est. Cost $152.61 Unrealized +87.5%
RF REGIONS FINANCIAL CP NEW 0.5%
Value ($000) $1,079 Shares 66,920 Est. Cost $7.42 Unrealized +58.5%
AMT AMERICAN TOWER REIT COM 0.5%
Value ($000) $1,044 Shares 4,653 Est. Cost $87.17 Unrealized +129.1%
GL GLOBE LIFE INC COM 0.5%
Value ($000) $1,040 Shares 10,957 Est. Cost $86.06 Unrealized -0.8%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $1,028 Shares 8,165 Est. Cost $98.07 Unrealized -4.7%
YUMC YUM CHINA HLDGS INC COM 0.5%
Value ($000) $1,013 Shares 17,735 Est. Cost $27.13 Unrealized +107.0%
RTX RAYTHEON TECHNOLOGIES COM 0.5%
Value ($000) $1,001 Shares 13,993 Est. Cost $54.57 Unrealized +7.1%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $990 Shares 7,341 Est. Cost $83.70 Unrealized +38.5%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $976 Shares 4,244 Est. Cost $120.35 Unrealized +63.1%
NVDA NVIDIA CORP COM 0.4%
Value ($000) $968 Shares 1,853 Est. Cost $7.83 Unrealized +70.4%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $967 Shares 8,832 Est. Cost $49.96 Unrealized +98.7%
MCD MC DONALDS CORP 0.4%
Value ($000) $964 Shares 4,494 Est. Cost $83.03 Unrealized +132.8%
TTD THE TRADE DESK INC COM CL A 0.4%
Value ($000) $961 Shares 1,200 Est. Cost $27.07 Unrealized +179.0%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $934 Shares 11,280 Est. Cost $53.58 Unrealized +12.6%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $932 Shares 3,725 Est. Cost $112.50 Unrealized +90.7%
TGT TARGET CORPORATION 0.4%
Value ($000) $930 Shares 5,266 Est. Cost $56.31 Unrealized +157.3%
USB U S BANCORP DEL NEW 0.4%
Value ($000) $925 Shares 19,853 Est. Cost $29.70 Unrealized +14.0%
MS MORGAN STANLEY 0.4%
Value ($000) $902 Shares 13,159 Est. Cost $27.07 Unrealized +80.3%
NFLX NETFLIX INC COM 0.4%
Value ($000) $883 Shares 1,633 Est. Cost $22.72 Unrealized +123.1%
PPG P P G INDUSTRIES INC 0.4%
Value ($000) $869 Shares 6,025 Est. Cost $91.09 Unrealized +38.3%
MO ALTRIA GROUP INC 0.4%
Value ($000) $866 Shares 21,130 Est. Cost $25.31 Unrealized +5.5%
VMC VULCAN MATERIALS COMPANY 0.4%
Value ($000) $858 Shares 5,786 Est. Cost $68.48 Unrealized +99.8%
DOCU DOCUSIGN INC COM 0.4%
Value ($000) $846 Shares 3,806 Est. Cost $155.88 Unrealized +44.1%
EPD ENTERPRISE PRD PRTNRS LP 0.4%
Value ($000) $841 Shares 42,929 Est. Cost $33.60 Unrealized
MAGELLAN MIDSTREAM PRT COM UNI 0.4%
Value ($000) $838 Shares 19,738 Est. Cost $76.79 Unrealized
AFL A F L A C INC 0.4%
Value ($000) $824 Shares 18,527 Est. Cost $31.99 Unrealized +13.6%
C CITIGROUP INC NEW 0.4%
Value ($000) $820 Shares 13,291 Est. Cost $46.55 Unrealized -9.0%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $802 Shares 3,375 Est. Cost $82.37 Unrealized +148.5%
CL COLGATE-PALMOLIVE CO 0.4%
Value ($000) $798 Shares 9,327 Est. Cost $53.80 Unrealized +36.5%
QQQ INVESCO QQQ TR UNIT SER 1 0.4%
Value ($000) $780 Shares 2,486 Est. Cost $169.65 Unrealized
BA BOEING CO 0.4%
Value ($000) $775 Shares 3,619 Est. Cost $140.69 Unrealized +36.6%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $749 Shares 7,070 Est. Cost $78.77 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $740 Shares 1,588 Est. Cost $171.58 Unrealized +169.6%
GLW CORNING INC 0.3%
Value ($000) $722 Shares 20,061 Est. Cost $15.02 Unrealized +105.5%
TBRG COMPUTER PROGRAMS & SYS 0.3%
Value ($000) $719 Shares 26,791 Est. Cost $28.32 Unrealized -0.3%
META FACEBOOK INC CL A 0.3%
Value ($000) $719 Shares 2,632 Est. Cost $141.59 Unrealized +92.3%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $711 Shares 4,775 Est. Cost $118.38 Unrealized +10.4%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $707 Shares 6,033 Est. Cost $60.24 Unrealized +57.8%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $706 Shares 12,110 Est. Cost $68.79 Unrealized -28.3%
ENB ENBRIDGE INC F 0.3%
Value ($000) $691 Shares 21,587 Est. Cost $24.46 Unrealized -11.3%
SVB FINL GROUP COM 0.3%
Value ($000) $688 Shares 1,775 Est. Cost $238.37 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $682 Shares 1,922 Est. Cost $323.73 Unrealized -1.5%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $681 Shares 926 Est. Cost $74.13 Unrealized +205.8%
APD AIR PROD & CHEMICALS INC 0.3%
Value ($000) $676 Shares 2,473 Est. Cost $109.83 Unrealized +125.4%
ECL ECOLAB INC 0.3%
Value ($000) $669 Shares 3,094 Est. Cost $102.72 Unrealized +92.2%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $651 Shares 10,060 Est. Cost $35.52 Unrealized +56.3%
ALL ALLSTATE CORPORATION 0.3%
Value ($000) $637 Shares 5,796 Est. Cost $53.03 Unrealized +63.4%
LINDE PLC COM 0.3%
Value ($000) $629 Shares 2,387 Est. Cost $161.96 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $620 Shares 6,652 Est. Cost $35.30 Unrealized +117.9%
FDX FEDEX CORPORATION 0.3%
Value ($000) $615 Shares 2,369 Est. Cost $144.38 Unrealized +74.0%
CVS C V S CAREMARK CORP 0.3%
Value ($000) $606 Shares 8,870 Est. Cost $60.19 Unrealized -8.2%
CERNER CORP 0.3%
Value ($000) $604 Shares 7,690 Est. Cost $63.62 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $592 Shares 10,130 Est. Cost $42.57 Unrealized +17.8%
SHOP SHOPIFY INC CL A 0.3%
Value ($000) $574 Shares 507 Est. Cost $45.08 Unrealized +132.9%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $567 Shares 10,020 Est. Cost $47.34 Unrealized -14.3%
URI UNITED RENTALS INC COM 0.2%
Value ($000) $533 Shares 2,300 Est. Cost $74.22 Unrealized +175.7%
MSEX MIDDLESEX WATER CO COM 0.2%
Value ($000) $530 Shares 7,320 Est. Cost $26.99 Unrealized +156.2%
KLAC K L A TENCOR CORP 0.2%
Value ($000) $522 Shares 2,017 Est. Cost $84.24 Unrealized +161.7%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $504 Shares 16,684 Est. Cost $39.00 Unrealized -40.9%
CCI CROWN CASTLE INTL CORP COM 0.2%
Value ($000) $499 Shares 3,135 Est. Cost $89.56 Unrealized +42.7%
CME CME GROUP INC CL A CLASS A 0.2%
Value ($000) $493 Shares 2,706 Est. Cost $58.98 Unrealized +134.7%
MA MASTERCARD INC 0.2%
Value ($000) $493 Shares 1,381 Est. Cost $146.97 Unrealized +120.0%
NVS NOVARTIS A G SPON ADR F SPONSO 0.2%
Value ($000) $486 Shares 5,144 Est. Cost $91.40 Unrealized
O REALTY INCOME CORP REIT 0.2%
Value ($000) $478 Shares 7,685 Est. Cost $28.58 Unrealized +59.5%
EBAY EBAY INC COM 0.2%
Value ($000) $475 Shares 9,459 Est. Cost $21.53 Unrealized +116.9%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $474 Shares 4,967 Est. Cost $46.16 Unrealized +83.5%
VFC V F CORPORATION 0.2%
Value ($000) $465 Shares 5,441 Est. Cost $66.58 Unrealized +20.0%
RH RH COM 0.2%
Value ($000) $448 Shares 1,000 Est. Cost $181.18 Unrealized +127.5%
SFBS SERVISFIRST BANCSHARES COM 0.2%
Value ($000) $445 Shares 11,050 Est. Cost $30.94 Unrealized +15.1%
AMERICAN INTL GROUP COM 0.2%
Value ($000) $434 Shares 11,458 Est. Cost $54.59 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $424 Shares 1,715 Est. Cost $109.55 Unrealized +106.8%
BR BROADRIDGE FINL SOLUTION 0.2%
Value ($000) $418 Shares 2,731 Est. Cost $54.04 Unrealized +146.2%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $417 Shares 1,370 Est. Cost $298.50 Unrealized -5.9%
CE CELANESE CORP DEL COM SER A 0.2%
Value ($000) $415 Shares 3,190 Est. Cost $77.59 Unrealized +46.6%
EIX EDISON INTERNATIONAL 0.2%
Value ($000) $415 Shares 6,608 Est. Cost $40.28 Unrealized +18.7%
BNS BANK OF NOVA SCOTIA F 0.2%
Value ($000) $413 Shares 7,650 Est. Cost $33.88 Unrealized +6.7%
MMM 3M COMPANY 0.2%
Value ($000) $409 Shares 2,341 Est. Cost $96.58 Unrealized +21.7%
FDN FIRST TR EXCHANGE-TRAD DJ INTE 0.2%
Value ($000) $400 Shares 1,885 Est. Cost $170.29 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $396 Shares 3,705 Est. Cost $61.17 Unrealized +39.2%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $393 Shares 4,894 Est. Cost $39.73 Unrealized +68.2%
SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $392 Shares 932 Est. Cost $263.89 Unrealized
VEA VANGUARD MSCI EAFE ETF 0.2%
Value ($000) $391 Shares 8,292 Est. Cost $40.48 Unrealized
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $391 Shares 7,865 Est. Cost $30.38 Unrealized +18.0%
VB VANGUARD INDEX FDS SMALL CP ET 0.2%
Value ($000) $390 Shares 2,004 Est. Cost $194.61 Unrealized
CSX C S X CORP 0.2%
Value ($000) $387 Shares 4,265 Est. Cost $13.50 Unrealized +98.6%
SYY SYSCO CORPORATION 0.2%
Value ($000) $385 Shares 5,188 Est. Cost $36.98 Unrealized +62.3%
WALGREENS BOOTS ALLIAN COM 0.2%
Value ($000) $380 Shares 9,532 Est. Cost $75.28 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $378 Shares 7,882 Est. Cost $40.24 Unrealized -11.4%
IVV ISHARES TR S&P 500 INDEX 0.2%
Value ($000) $371 Shares 988 Est. Cost $291.53 Unrealized
DGX QUEST DIAGNOSTIC INC 0.2%
Value ($000) $363 Shares 3,050 Est. Cost $67.52 Unrealized +63.6%
CB CHUBB LIMITED COM 0.2%
Value ($000) $359 Shares 2,331 Est. Cost $98.63 Unrealized +31.9%
VV VANGUARD INDEX FDS LARGE CAP E 0.2%
Value ($000) $358 Shares 2,036 Est. Cost $139.19 Unrealized
FSLY FASTLY INC CL A 0.2%
Value ($000) $349 Shares 4,000 Est. Cost $39.40 Unrealized +123.8%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.2%
Value ($000) $348 Shares 100 Est. Cost $199512.94 Unrealized +65.8%
TDOC TELADOC HEALTH INC COM 0.2%
Value ($000) $343 Shares 1,717 Est. Cost $184.93 Unrealized +10.0%
GENERAL ELECTRIC COMPANY 0.2%
Value ($000) $339 Shares 31,429 Est. Cost $23.07 Unrealized
TWLO TWILIO INC CL A 0.2%
Value ($000) $339 Shares 1,000 Est. Cost $160.56 Unrealized +94.6%
IWP ISHARES TR RUS MD CP GR ETF 0.2%
Value ($000) $334 Shares 3,250 Est. Cost $130.46 Unrealized
UNILEVER PLC ADR NEW F SPONSOR 0.2%
Value ($000) $332 Shares 5,507 Est. Cost $60.29 Unrealized
AMD ADVANCED MICRO DEVICES COM 0.2%
Value ($000) $330 Shares 3,594 Est. Cost $77.68 Unrealized +11.1%
XYZ SQUARE INC CL A 0.1%
Value ($000) $326 Shares 1,500 Est. Cost $141.19 Unrealized +38.2%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $326 Shares 2,765 Est. Cost $57.46 Unrealized +87.0%
CWT CALIFORNIA WTR SVC GRP COM 0.1%
Value ($000) $324 Shares 6,000 Est. Cost $20.40 Unrealized +116.3%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $322 Shares 2,185 Est. Cost $111.68 Unrealized 0.0%
SLB SCHLUMBERGER LTD F 0.1%
Value ($000) $318 Shares 14,575 Est. Cost $46.60 Unrealized -63.8%
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $304 Shares 2,000 Est. Cost $135.50 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $301 Shares 1,050 Est. Cost $206.67 Unrealized
ET ENERGY TRANSFER LP COM UT LTD 0.1%
Value ($000) $300 Shares 48,480 Est. Cost $20.47 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $300 Shares 2,070 Est. Cost $104.68 Unrealized +23.5%
FMC F M C CORP NEW 0.1%
Value ($000) $299 Shares 2,599 Est. Cost $53.56 Unrealized +77.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $293 Shares 7,315 Est. Cost $30.72 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $292 Shares 955 Est. Cost $196.57 Unrealized +34.1%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $289 Shares 3,942 Est. Cost $20.98 Unrealized +52.2%
FLR FLUOR CORPORATION NEW 0.1%
Value ($000) $287 Shares 17,960 Est. Cost $10.49 Unrealized +35.0%
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $283 Shares 5,657 Est. Cost $42.17 Unrealized
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $283 Shares 8,455 Est. Cost $22.32 Unrealized +9.8%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $279 Shares 3,987 Est. Cost $47.97 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $278 Shares 1,885 Est. Cost $99.37 Unrealized +22.0%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $272 Shares 1,335 Est. Cost $142.90 Unrealized +26.7%
HPE HEWLETT PACKARD ENTERP COM 0.1%
Value ($000) $270 Shares 22,801 Est. Cost $8.20 Unrealized +9.6%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $268 Shares 3,346 Est. Cost $49.09 Unrealized +44.7%
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $268 Shares 1,196 Est. Cost $153.89 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $266 Shares 3,747 Est. Cost $21.09 Unrealized +12.5%
MNMB MERCHANTS & MARINE BAN CAP STK 0.1%
Value ($000) $265 Shares 7,505 Est. Cost $39.16 Unrealized -8.8%
MARVELL TECHNOLOGY GRO ORD 0.1%
Value ($000) $261 Shares 5,500 Est. Cost $39.64 Unrealized
OKTA OKTA INC CL A 0.1%
Value ($000) $254 Shares 1,000 Est. Cost $169.77 Unrealized +40.0%
ADM ARCHER-DANIELS-MID CO 0.1%
Value ($000) $252 Shares 5,000 Est. Cost $37.61 Unrealized +13.9%
HEWLETT-PACKARD COMPANY 0.1%
Value ($000) $246 Shares 10,000 Est. Cost $38.37 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $244 Shares 1,163 Est. Cost $167.17 Unrealized +18.5%
TROW ROWE T PRICE GROUP INC 0.1%
Value ($000) $243 Shares 1,603 Est. Cost $104.97 Unrealized +8.9%
CARR CARRIER GLOBAL CORPORA COM 0.1%
Value ($000) $239 Shares 6,332 Est. Cost $33.81 Unrealized 0.0%
CINF CINCINNATI FINANCIAL CP 0.1%
Value ($000) $226 Shares 2,583 Est. Cost $67.52 Unrealized +3.8%
GWW GRAINGER W W INC 0.1%
Value ($000) $224 Shares 549 Est. Cost $371.45 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $217 Shares 10,030 Est. Cost $14.98 Unrealized +18.7%
ANHEUSER BUSCH COS INC COM 0.1%
Value ($000) $216 Shares 3,090 Est. Cost $69.90 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $214 Shares 3,850 Est. Cost $39.03 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $214 Shares 3,164 Est. Cost $60.07 Unrealized 0.0%
PRA PROASSURANCE CORPORATION 0.1%
Value ($000) $211 Shares 11,862 Est. Cost $48.38 Unrealized -66.3%
UPS UNITED PARCEL SERVICE B CLASS 0.1%
Value ($000) $206 Shares 1,223 Est. Cost $117.34 Unrealized +16.7%
FMS FRESENIUS MED CARE ADR F SPONS 0.1%
Value ($000) $201 Shares 4,830 Est. Cost $43.27 Unrealized
SIRIUS XM HLDGS INC COM 0.1%
Value ($000) $156 Shares 24,418 Est. Cost $5.18 Unrealized
KINDER MORGAN INC KANS COM 0.1%
Value ($000) $155 Shares 11,315 Est. Cost $13.70 Unrealized
AMCOR LTD ADR NEW 0.1%
Value ($000) $133 Shares 11,271 Est. Cost $11.48 Unrealized
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $83 Shares 16,979 Est. Cost $4.97 Unrealized
ACASTI PHARMA INC CL A NEW 0.0%
Value ($000) $15 Shares 45,000 Est. Cost $1.90 Unrealized