MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

CIK: 0001632105 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Nov 8, 2021

Total Value ($000): $260,029 (100.0% shares, 0.0% debt)

Holdings (220)

AAPL APPLE INC 7.9%
Value ($000) $20,457 Shares 149,367 Est. Cost $86.76 Unrealized +45.7%
MSFT MICROSOFT CORP 3.3%
Value ($000) $8,701 Shares 32,121 Est. Cost $63.63 Unrealized +284.6%
VUG VANGUARD GROWTH INDEX ETF 2.7%
Value ($000) $7,125 Shares 24,842 Est. Cost $201.64 Unrealized
VANGUARD 500 INDEX ETF 2.3%
Value ($000) $5,985 Shares 15,209 Est. Cost $322.41 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $5,298 Shares 1,540 Est. Cost $69.69 Unrealized +138.5%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $4,996 Shares 32,121 Est. Cost $64.10 Unrealized +118.0%
HD HOME DEPOT INC 1.9%
Value ($000) $4,825 Shares 15,131 Est. Cost $90.10 Unrealized +215.0%
ADBE ADOBE INC COM 1.7%
Value ($000) $4,494 Shares 7,673 Est. Cost $116.83 Unrealized +341.2%
BRK/B BERKSHIRE HATHAWAY B NEW CLASS 1.6%
Value ($000) $4,171 Shares 15,009 Est. Cost $179.08 Unrealized +56.0%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $4,163 Shares 25,270 Est. Cost $93.24 Unrealized +55.4%
GOOGL ALPHABET INC A 1.6%
Value ($000) $4,107 Shares 1,682 Est. Cost $44.62 Unrealized +159.8%
VTV VANGUARD VALUE INDEX ETF 1.6%
Value ($000) $4,077 Shares 29,657 Est. Cost $104.85 Unrealized
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $3,920 Shares 9,789 Est. Cost $102.10 Unrealized +261.4%
DIS DISNEY WALT CO COM DISNEY 1.2%
Value ($000) $3,056 Shares 17,386 Est. Cost $89.29 Unrealized +96.8%
VTI VANGUARD TOTAL STOCK MKT INDEX 1.1%
Value ($000) $2,767 Shares 12,418 Est. Cost $137.87 Unrealized
PG PROCTER & GAMBLE 1.1%
Value ($000) $2,756 Shares 20,424 Est. Cost $74.88 Unrealized +61.2%
NKE NIKE INC CLASS B 1.0%
Value ($000) $2,665 Shares 17,247 Est. Cost $60.83 Unrealized +106.6%
INTC INTEL CORP 1.0%
Value ($000) $2,571 Shares 45,799 Est. Cost $33.33 Unrealized +60.8%
GOOG ALPHABET INC CLASS C 1.0%
Value ($000) $2,527 Shares 1,008 Est. Cost $42.22 Unrealized +180.2%
SO THE SOUTHERN COMPANY 1.0%
Value ($000) $2,500 Shares 41,315 Est. Cost $31.67 Unrealized +69.8%
CAT CATERPILLAR INC 0.9%
Value ($000) $2,304 Shares 10,585 Est. Cost $71.14 Unrealized +197.8%
LLY LILLY ELI & COMPANY 0.9%
Value ($000) $2,254 Shares 9,819 Est. Cost $78.51 Unrealized +144.4%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $2,239 Shares 21,380 Est. Cost $72.05 Unrealized +20.9%
AMAT APPLIED MATERIALS INC 0.9%
Value ($000) $2,212 Shares 15,535 Est. Cost $21.23 Unrealized +506.9%
WMT WAL-MART STORES INC 0.8%
Value ($000) $2,175 Shares 15,425 Est. Cost $28.42 Unrealized +54.2%
SFBS SERVISFIRST BANCSHARES COM 0.8%
Value ($000) $2,171 Shares 31,938 Est. Cost $48.57 Unrealized +26.1%
TSLA TESLA MTRS INC COM 0.8%
Value ($000) $2,151 Shares 3,165 Est. Cost $131.23 Unrealized +65.4%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $2,089 Shares 50,670 Est. Cost $20.00 Unrealized +82.8%
AXP AMERICAN EXPRESS COMPANY 0.8%
Value ($000) $2,070 Shares 12,531 Est. Cost $74.42 Unrealized +98.7%
PEP PEPSICO INCORPORATED 0.8%
Value ($000) $2,016 Shares 13,612 Est. Cost $74.79 Unrealized +68.7%
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $1,967 Shares 31,191 Est. Cost $54.89 Unrealized -8.8%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $1,901 Shares 35,867 Est. Cost $21.27 Unrealized +115.5%
VO VANGUARD MID CAP INDEX ETF 0.7%
Value ($000) $1,892 Shares 7,975 Est. Cost $174.22 Unrealized
VONE VANGUARD SCOTTSDALE FD VNG RUS 0.7%
Value ($000) $1,873 Shares 9,354 Est. Cost $98.86 Unrealized
YUM YUM BRANDS INC 0.7%
Value ($000) $1,865 Shares 16,220 Est. Cost $45.29 Unrealized +138.7%
ADP AUTO DATA PROCESSING 0.7%
Value ($000) $1,856 Shares 9,343 Est. Cost $73.33 Unrealized +140.4%
UNP UNION PACIFIC CORP 0.7%
Value ($000) $1,808 Shares 8,222 Est. Cost $89.68 Unrealized +123.4%
ABBV ABBVIE INC. COM 0.7%
Value ($000) $1,807 Shares 16,041 Est. Cost $51.99 Unrealized +82.3%
HON HONEYWELL INTERNATIONAL 0.7%
Value ($000) $1,784 Shares 8,132 Est. Cost $92.34 Unrealized +108.1%
VNQ VANGUARD REAL ESTATE ETF 0.7%
Value ($000) $1,736 Shares 17,057 Est. Cost $85.08 Unrealized
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,665 Shares 29,184 Est. Cost $26.83 Unrealized +82.8%
T AT&T INC COM 0.6%
Value ($000) $1,664 Shares 57,816 Est. Cost $13.84 Unrealized +22.7%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $1,659 Shares 8,555 Est. Cost $59.13 Unrealized +203.6%
AVGO BROADCOM INC COM 0.6%
Value ($000) $1,632 Shares 3,423 Est. Cost $20.99 Unrealized +100.4%
NVDA NVIDIA CORP COM 0.6%
Value ($000) $1,626 Shares 2,033 Est. Cost $8.28 Unrealized +93.2%
DE DEERE & CO 0.6%
Value ($000) $1,511 Shares 4,285 Est. Cost $83.91 Unrealized +308.6%
VZ VERIZON COMMUNICATIONS COM 0.6%
Value ($000) $1,507 Shares 26,895 Est. Cost $33.43 Unrealized +29.9%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $1,458 Shares 7,583 Est. Cost $64.28 Unrealized +155.4%
DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,458 Shares 14,762 Est. Cost $85.08 Unrealized
SPY S P D R S&P 500 ETF TR EXPIRIN 0.6%
Value ($000) $1,438 Shares 3,359 Est. Cost $238.04 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,406 Shares 6,013 Est. Cost $170.99 Unrealized +29.2%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $1,402 Shares 18,022 Est. Cost $49.20 Unrealized +30.4%
RF REGIONS FINANCIAL CP NEW 0.5%
Value ($000) $1,398 Shares 69,253 Est. Cost $7.74 Unrealized +130.8%
KO COCA COLA COMPANY 0.5%
Value ($000) $1,349 Shares 24,931 Est. Cost $33.90 Unrealized +39.4%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,337 Shares 3,379 Est. Cost $188.77 Unrealized +90.2%
PFE PFIZER INCORPORATED 0.5%
Value ($000) $1,291 Shares 32,966 Est. Cost $23.38 Unrealized +32.6%
ELV ANTHEM INC COM 0.5%
Value ($000) $1,288 Shares 3,375 Est. Cost $152.61 Unrealized +134.9%
TGT TARGET CORPORATION 0.5%
Value ($000) $1,276 Shares 5,280 Est. Cost $57.69 Unrealized +232.0%
RTX RAYTHEON TECHNOLOGIES COM 0.5%
Value ($000) $1,251 Shares 14,662 Est. Cost $55.57 Unrealized +36.2%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,246 Shares 18,650 Est. Cost $44.57 Unrealized +20.9%
CLX CLOROX COMPANY 0.5%
Value ($000) $1,212 Shares 6,735 Est. Cost $92.54 Unrealized +70.1%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,212 Shares 8,096 Est. Cost $81.58 Unrealized +73.2%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,204 Shares 8,424 Est. Cost $58.73 Unrealized +108.0%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $1,199 Shares 8,177 Est. Cost $98.07 Unrealized +15.7%
YUMC YUM CHINA HLDGS INC COM 0.5%
Value ($000) $1,175 Shares 17,735 Est. Cost $27.13 Unrealized +135.1%
USB U S BANCORP DEL NEW 0.4%
Value ($000) $1,165 Shares 20,451 Est. Cost $29.91 Unrealized +59.6%
AMT AMERICAN TOWER CORP REIT 0.4%
Value ($000) $1,157 Shares 4,284 Est. Cost $87.17 Unrealized +153.8%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $1,135 Shares 3,894 Est. Cost $59.01 Unrealized +346.6%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,126 Shares 11,357 Est. Cost $53.76 Unrealized +42.1%
DOCU DOCUSIGN INC COM 0.4%
Value ($000) $1,096 Shares 3,921 Est. Cost $157.97 Unrealized +41.5%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,078 Shares 14,712 Est. Cost $57.38 Unrealized +15.9%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $1,033 Shares 4,238 Est. Cost $120.35 Unrealized +76.6%
EPD ENTERPRISE PRD PRTNRS LP 0.4%
Value ($000) $1,032 Shares 42,779 Est. Cost $33.60 Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $1,032 Shares 11,259 Est. Cost $27.07 Unrealized +172.3%
GL GLOBE LIFE INC COM 0.4%
Value ($000) $1,031 Shares 10,825 Est. Cost $86.06 Unrealized +14.5%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $1,030 Shares 8,880 Est. Cost $49.96 Unrealized +114.7%
MCD MC DONALDS CORP 0.4%
Value ($000) $1,025 Shares 4,439 Est. Cost $83.03 Unrealized +152.1%
AFL A F L A C INC 0.4%
Value ($000) $1,021 Shares 19,034 Est. Cost $32.28 Unrealized +51.9%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,019 Shares 21,372 Est. Cost $25.37 Unrealized +33.9%
PPG P P G INDUSTRIES INC 0.4%
Value ($000) $1,017 Shares 5,990 Est. Cost $91.09 Unrealized +71.6%
VMC VULCAN MATERIALS COMPANY 0.4%
Value ($000) $1,000 Shares 5,747 Est. Cost $68.48 Unrealized +151.5%
SVB FINL GROUP COM 0.4%
Value ($000) $988 Shares 1,775 Est. Cost $238.37 Unrealized
C CITIGROUP INC NEW 0.4%
Value ($000) $982 Shares 13,880 Est. Cost $47.13 Unrealized +33.1%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $979 Shares 7,317 Est. Cost $83.70 Unrealized +34.3%
TTD THE TRADE DESK INC COM CL A 0.4%
Value ($000) $967 Shares 12,500 Est. Cost $60.36 Unrealized +5.9%
MAGELLAN MIDSTREAM PRT COM UNI 0.4%
Value ($000) $965 Shares 19,738 Est. Cost $76.79 Unrealized
BA BOEING CO 0.4%
Value ($000) $929 Shares 3,877 Est. Cost $147.21 Unrealized +64.2%
META FACEBOOK INC CL A 0.3%
Value ($000) $910 Shares 2,617 Est. Cost $141.59 Unrealized +125.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $909 Shares 4,826 Est. Cost $118.69 Unrealized +44.0%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $906 Shares 3,725 Est. Cost $112.50 Unrealized +97.4%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $896 Shares 3,375 Est. Cost $82.37 Unrealized +203.8%
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $891 Shares 1,766 Est. Cost $201.34 Unrealized +131.5%
TBRG COMPUTER PROGRAMS & SYS 0.3%
Value ($000) $890 Shares 26,791 Est. Cost $28.32 Unrealized +12.0%
NFLX NETFLIX INC COM 0.3%
Value ($000) $879 Shares 1,663 Est. Cost $23.27 Unrealized +119.7%
QQQ INVESCO QQQ TR UNIT SER 1 0.3%
Value ($000) $878 Shares 2,477 Est. Cost $169.65 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $878 Shares 7,183 Est. Cost $79.39 Unrealized
ENB ENBRIDGE INC F 0.3%
Value ($000) $864 Shares 21,587 Est. Cost $24.46 Unrealized +17.1%
IVV ISHARES TR S&P 500 INDEX 0.3%
Value ($000) $856 Shares 1,992 Est. Cost $358.98 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $846 Shares 12,282 Est. Cost $68.57 Unrealized -18.5%
GLW CORNING INC 0.3%
Value ($000) $821 Shares 20,061 Est. Cost $15.02 Unrealized +155.0%
SHOP SHOPIFY INC CL A 0.3%
Value ($000) $817 Shares 559 Est. Cost $52.35 Unrealized +135.4%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $797 Shares 17,604 Est. Cost $38.81 Unrealized +3.0%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $783 Shares 10,060 Est. Cost $35.52 Unrealized +107.2%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $782 Shares 10,020 Est. Cost $47.34 Unrealized +39.4%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $767 Shares 6,176 Est. Cost $61.30 Unrealized +78.6%
ALL ALLSTATE CORPORATION 0.3%
Value ($000) $756 Shares 5,796 Est. Cost $53.03 Unrealized +117.4%
CVS C V S CAREMARK CORP 0.3%
Value ($000) $754 Shares 9,041 Est. Cost $60.25 Unrealized +17.0%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $746 Shares 9,172 Est. Cost $53.80 Unrealized +36.5%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $744 Shares 1,966 Est. Cost $323.37 Unrealized +4.7%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $724 Shares 2,658 Est. Cost $200.00 Unrealized +31.5%
APD AIR PROD & CHEMICALS INC 0.3%
Value ($000) $720 Shares 2,502 Est. Cost $111.34 Unrealized +134.2%
PAYX PAYCHEX INC 0.3%
Value ($000) $714 Shares 6,652 Est. Cost $35.30 Unrealized +150.1%
FDX FEDEX CORPORATION 0.3%
Value ($000) $707 Shares 2,369 Est. Cost $144.38 Unrealized +87.2%
RH RH COM 0.3%
Value ($000) $679 Shares 1,000 Est. Cost $181.18 Unrealized +258.4%
CCI CROWN CASTLE INTL CORP COM 0.3%
Value ($000) $664 Shares 3,401 Est. Cost $93.77 Unrealized +60.0%
KLAC K L A TENCOR CORP 0.3%
Value ($000) $654 Shares 2,017 Est. Cost $84.24 Unrealized +262.0%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $629 Shares 10,072 Est. Cost $42.71 Unrealized +27.9%
MSEX MIDDLESEX WATER CO COM 0.2%
Value ($000) $609 Shares 7,450 Est. Cost $27.84 Unrealized +197.4%
EBAY EBAY INC COM 0.2%
Value ($000) $604 Shares 8,609 Est. Cost $21.53 Unrealized +168.1%
CERNER CORP 0.2%
Value ($000) $601 Shares 7,690 Est. Cost $63.62 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.2%
Value ($000) $595 Shares 2,639 Est. Cost $199.91 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $593 Shares 1,715 Est. Cost $109.55 Unrealized +188.9%
CME CME GROUP INC CL A CLASS A 0.2%
Value ($000) $580 Shares 2,729 Est. Cost $60.31 Unrealized +191.2%
GENERAL ELECTRIC COMPANY 0.2%
Value ($000) $562 Shares 41,803 Est. Cost $20.60 Unrealized
LINDE PLC COM 0.2%
Value ($000) $557 Shares 1,927 Est. Cost $161.96 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $550 Shares 9,902 Est. Cost $41.60 Unrealized +13.1%
ECL ECOLAB INC 0.2%
Value ($000) $533 Shares 2,586 Est. Cost $102.72 Unrealized +100.9%
MMM 3M COMPANY 0.2%
Value ($000) $518 Shares 2,607 Est. Cost $99.48 Unrealized +41.1%
ET ENERGY TRANSFER LP COM UT LTD 0.2%
Value ($000) $515 Shares 48,480 Est. Cost $20.47 Unrealized
O REALTY INCOME CORP REIT 0.2%
Value ($000) $513 Shares 7,685 Est. Cost $28.58 Unrealized +81.4%
MA MASTERCARD INC 0.2%
Value ($000) $504 Shares 1,381 Est. Cost $146.97 Unrealized +146.5%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $503 Shares 1,384 Est. Cost $298.86 Unrealized +11.7%
WALGREENS BOOTS ALLIAN COM 0.2%
Value ($000) $502 Shares 9,534 Est. Cost $75.28 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $501 Shares 17,230 Est. Cost $29.08 Unrealized
BNS BANK OF NOVA SCOTIA F 0.2%
Value ($000) $498 Shares 7,650 Est. Cost $33.88 Unrealized +49.2%
AMERICAN INTL GROUP COM 0.2%
Value ($000) $486 Shares 10,219 Est. Cost $54.59 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $481 Shares 4,996 Est. Cost $40.51 Unrealized +111.1%
NVS NOVARTIS A G SPON ADR F SPONSO 0.2%
Value ($000) $469 Shares 5,144 Est. Cost $91.40 Unrealized
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $467 Shares 14,575 Est. Cost $46.60 Unrealized -40.4%
FDN FIRST TR EXCHANGE-TRAD DJ INTE 0.2%
Value ($000) $462 Shares 1,885 Est. Cost $170.29 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $454 Shares 7,464 Est. Cost $30.94 Unrealized +52.5%
TWLO TWILIO INC CL A 0.2%
Value ($000) $451 Shares 1,144 Est. Cost $185.85 Unrealized +86.8%
SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $447 Shares 911 Est. Cost $263.89 Unrealized
VFC V F CORPORATION 0.2%
Value ($000) $446 Shares 5,441 Est. Cost $66.58 Unrealized +25.2%
CE CELANESE CORP DEL COM SER A 0.2%
Value ($000) $445 Shares 2,938 Est. Cost $78.75 Unrealized +86.4%
VEA VANGUARD DEVELOPED MKTS INDEX 0.2%
Value ($000) $440 Shares 8,529 Est. Cost $41.02 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.2%
Value ($000) $437 Shares 1,925 Est. Cost $227.01 Unrealized
BR BROADRIDGE FINL SOLUTION 0.2%
Value ($000) $434 Shares 2,687 Est. Cost $54.04 Unrealized +173.4%
URI UNITED RENTALS INC COM 0.2%
Value ($000) $432 Shares 1,355 Est. Cost $74.22 Unrealized +321.4%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $425 Shares 4,427 Est. Cost $46.16 Unrealized +93.4%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.2%
Value ($000) $419 Shares 100 Est. Cost $199512.94 Unrealized +110.7%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $414 Shares 3,705 Est. Cost $61.17 Unrealized +66.2%
DGX QUEST DIAGNOSTIC INC 0.2%
Value ($000) $403 Shares 3,050 Est. Cost $67.52 Unrealized +77.4%
SYY SYSCO CORPORATION 0.2%
Value ($000) $403 Shares 5,188 Est. Cost $36.98 Unrealized +92.8%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $395 Shares 4,597 Est. Cost $50.58 Unrealized +39.5%
DELL DELL TECHNOLOGIES INC CL C 0.2%
Value ($000) $393 Shares 3,942 Est. Cost $20.98 Unrealized +119.1%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $387 Shares 2,765 Est. Cost $57.46 Unrealized +123.7%
CB CHUBB LIMITED COM 0.1%
Value ($000) $386 Shares 2,428 Est. Cost $100.69 Unrealized +54.2%
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $382 Shares 6,608 Est. Cost $40.28 Unrealized +17.1%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $381 Shares 2,070 Est. Cost $104.68 Unrealized +60.5%
GENERAL MTRS CORP COM 0.1%
Value ($000) $381 Shares 6,440 Est. Cost $57.45 Unrealized
CSX C S X CORP 0.1%
Value ($000) $375 Shares 11,684 Est. Cost $25.14 Unrealized +23.2%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $368 Shares 3,250 Est. Cost $130.46 Unrealized
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $368 Shares 2,185 Est. Cost $111.68 Unrealized +36.6%
XYZ SQUARE INC CL A 0.1%
Value ($000) $366 Shares 1,500 Est. Cost $141.19 Unrealized +64.3%
AMD ADVANCED MICRO DEVICES COM 0.1%
Value ($000) $364 Shares 3,870 Est. Cost $78.15 Unrealized +3.4%
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $343 Shares 2,000 Est. Cost $135.50 Unrealized
VV VANGUARD INDEX FDS LARGE CAP E 0.1%
Value ($000) $341 Shares 1,701 Est. Cost $139.19 Unrealized
CWT CALIFORNIA WTR SVC GRP COM 0.1%
Value ($000) $333 Shares 6,000 Est. Cost $20.40 Unrealized +155.4%
HPE HEWLETT PACKARD ENTERP COM 0.1%
Value ($000) $332 Shares 22,801 Est. Cost $8.20 Unrealized +67.7%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $331 Shares 4,281 Est. Cost $22.14 Unrealized +38.1%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $331 Shares 5,401 Est. Cost $30.38 Unrealized +53.5%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $327 Shares 1,050 Est. Cost $206.67 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $325 Shares 1,885 Est. Cost $99.37 Unrealized +48.6%
VWO VANGUARD MSCI EMERGING MKTS ET 0.1%
Value ($000) $324 Shares 5,968 Est. Cost $42.74 Unrealized
HEWLETT-PACKARD COMPANY 0.1%
Value ($000) $324 Shares 10,748 Est. Cost $37.90 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $323 Shares 3,438 Est. Cost $55.57 Unrealized +21.1%
UNILEVER PLC ADR NEW F SPONSOR 0.1%
Value ($000) $322 Shares 5,507 Est. Cost $60.29 Unrealized
MARVELL TECHNOLOGY GRO ORD 0.1%
Value ($000) $321 Shares 5,500 Est. Cost $39.64 Unrealized
CINF CINCINNATI FINANCIAL CP 0.1%
Value ($000) $319 Shares 2,733 Est. Cost $68.47 Unrealized +50.0%
FLR FLUOR CORPORATION NEW 0.1%
Value ($000) $318 Shares 17,960 Est. Cost $10.49 Unrealized +96.4%
TROW ROWE T PRICE GROUP INC 0.1%
Value ($000) $317 Shares 1,603 Est. Cost $104.97 Unrealized +44.3%
CARR CARRIER GLOBAL CORPORA COM 0.1%
Value ($000) $307 Shares 6,309 Est. Cost $33.81 Unrealized +24.1%
ADM ARCHER-DANIELS-MID CO 0.1%
Value ($000) $303 Shares 5,000 Est. Cost $37.61 Unrealized +48.2%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $298 Shares 1,335 Est. Cost $142.90 Unrealized +43.5%
FMC F M C CORP NEW 0.1%
Value ($000) $296 Shares 2,739 Est. Cost $55.67 Unrealized +78.6%
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $295 Shares 1,196 Est. Cost $153.89 Unrealized
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $291 Shares 8,455 Est. Cost $22.32 Unrealized +36.8%
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $286 Shares 1,717 Est. Cost $184.93 Unrealized -12.4%
VOE VANGUARD INDEX FDS MCAP VL IDX 0.1%
Value ($000) $283 Shares 2,012 Est. Cost $134.69 Unrealized
MNMB MERCHANTS & MARINE BAN CAP STK 0.1%
Value ($000) $281 Shares 7,505 Est. Cost $39.16 Unrealized -3.1%
ADSK AUTODESK INC 0.1%
Value ($000) $279 Shares 955 Est. Cost $196.57 Unrealized +45.1%
PRA PROASSURANCE CORPORATION 0.1%
Value ($000) $270 Shares 11,862 Est. Cost $48.38 Unrealized -48.0%
VOT VANGUARD INDEX FDS MCAP GR IDX 0.1%
Value ($000) $269 Shares 1,138 Est. Cost $214.41 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $269 Shares 3,346 Est. Cost $49.09 Unrealized +54.2%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $264 Shares 10,000 Est. Cost $14.98 Unrealized +86.9%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $260 Shares 1,200 Est. Cost $167.70 Unrealized +16.6%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $258 Shares 3,153 Est. Cost $60.07 Unrealized +19.4%
DOW DOW INC COM 0.1%
Value ($000) $255 Shares 4,031 Est. Cost $39.58 Unrealized +29.0%
OKTA OKTA INC CL A 0.1%
Value ($000) $245 Shares 1,000 Est. Cost $169.77 Unrealized +42.2%
UPS UNITED PARCEL SERVICE B CLASS 0.1%
Value ($000) $244 Shares 1,173 Est. Cost $117.34 Unrealized +39.9%
GWW GRAINGER W W INC 0.1%
Value ($000) $240 Shares 549 Est. Cost $371.45 Unrealized +13.1%
ORLY O REILLY AUTOMOTIVE IN COM 0.1%
Value ($000) $238 Shares 420 Est. Cost $30.98 Unrealized +15.8%
FSLY FASTLY INC CL A 0.1%
Value ($000) $238 Shares 4,000 Est. Cost $39.40 Unrealized +44.2%
PROLOGIS SH BEN INT 0.1%
Value ($000) $235 Shares 1,968 Est. Cost $106.20 Unrealized
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $234 Shares 675 Est. Cost $302.94 Unrealized 0.0%
GNRC GENERAC HOLDINGS INC 0.1%
Value ($000) $228 Shares 550 Est. Cost $335.49 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $225 Shares 3,277 Est. Cost $58.93 Unrealized 0.0%
ANHEUSER BUSCH COS INC COM 0.1%
Value ($000) $223 Shares 3,090 Est. Cost $72.17 Unrealized
GLAXOSMITHKLINE PLC ADRF SPONS 0.1%
Value ($000) $222 Shares 5,581 Est. Cost $39.78 Unrealized
KINDER MORGAN INC KANS COM 0.1%
Value ($000) $221 Shares 12,132 Est. Cost $13.90 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $218 Shares 3,770 Est. Cost $52.34 Unrealized +16.5%
DIA SPDR DOW JONES INDL AVG INDUST 0.1%
Value ($000) $217 Shares 628 Est. Cost $329.62 Unrealized
PRF INVESCO EXCHANGE TRADE FTSE RA 0.1%
Value ($000) $216 Shares 1,345 Est. Cost $151.67 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $211 Shares 1,210 Est. Cost $150.65 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS CL A 0.1%
Value ($000) $209 Shares 290 Est. Cost $673.16 Unrealized 0.0%
BLACKROCK INC COM 0.1%
Value ($000) $208 Shares 238 Est. Cost $873.95 Unrealized
FMS FRESENIUS MED CARE ADR F SPONS 0.1%
Value ($000) $201 Shares 4,830 Est. Cost $41.61 Unrealized
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $74 Shares 16,979 Est. Cost $4.97 Unrealized
ACASTI PHARMA INC CL A NEW 0.0%
Value ($000) $25 Shares 45,000 Est. Cost $1.90 Unrealized