MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

CIK: 0001632105 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 8, 2021

Total Value ($000): $269,511 (100.0% shares, 0.0% debt)

Holdings (221)

AAPL APPLE INC 7.8%
Value ($000) $20,932 Shares 147,931 Est. Cost $86.76 Unrealized +65.9%
MSFT MICROSOFT CORP 3.7%
Value ($000) $10,085 Shares 35,774 Est. Cost $85.80 Unrealized +227.2%
VUG VANGUARD GROWTH INDEX ETF 2.8%
Value ($000) $7,594 Shares 26,170 Est. Cost $206.13 Unrealized
VANGUARD 500 INDEX ETF 2.5%
Value ($000) $6,808 Shares 17,263 Est. Cost $330.98 Unrealized
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $5,386 Shares 32,901 Est. Cost $65.90 Unrealized +112.9%
AMZN AMAZON COM INC 1.9%
Value ($000) $5,177 Shares 1,576 Est. Cost $72.03 Unrealized +139.5%
HD HOME DEPOT INC 1.9%
Value ($000) $5,078 Shares 15,471 Est. Cost $94.59 Unrealized +211.4%
GOOGL ALPHABET INC A 1.7%
Value ($000) $4,462 Shares 1,669 Est. Cost $44.62 Unrealized +202.7%
ADBE ADOBE INC COM 1.6%
Value ($000) $4,417 Shares 7,672 Est. Cost $116.83 Unrealized +438.7%
VTV VANGUARD VALUE INDEX ETF 1.6%
Value ($000) $4,412 Shares 32,593 Est. Cost $107.60 Unrealized
BRK/B BERKSHIRE HATHAWAY B NEW CLASS 1.6%
Value ($000) $4,312 Shares 15,799 Est. Cost $184.17 Unrealized +52.5%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $4,127 Shares 25,556 Est. Cost $93.88 Unrealized +60.1%
SFBS SERVISFIRST BANCSHARES COM 1.5%
Value ($000) $4,006 Shares 51,488 Est. Cost $55.37 Unrealized +20.1%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $3,905 Shares 9,995 Est. Cost $107.93 Unrealized +256.6%
DIS DISNEY WALT CO COM DISNEY 1.1%
Value ($000) $2,989 Shares 17,670 Est. Cost $90.65 Unrealized +92.1%
PG PROCTER & GAMBLE 1.1%
Value ($000) $2,937 Shares 21,009 Est. Cost $76.34 Unrealized +66.7%
VTI VANGUARD TOTAL STOCK MKT INDEX 1.0%
Value ($000) $2,797 Shares 12,594 Est. Cost $139.04 Unrealized
GOOG ALPHABET INC CLASS C 1.0%
Value ($000) $2,674 Shares 1,003 Est. Cost $42.22 Unrealized +224.1%
SO THE SOUTHERN COMPANY 1.0%
Value ($000) $2,600 Shares 41,955 Est. Cost $32.02 Unrealized +70.8%
INTC INTEL CORP 0.9%
Value ($000) $2,525 Shares 47,399 Est. Cost $33.88 Unrealized +47.0%
TSLA TESLA MTRS INC COM 0.9%
Value ($000) $2,501 Shares 3,225 Est. Cost $133.17 Unrealized +76.7%
NKE NIKE INC CLASS B 0.9%
Value ($000) $2,432 Shares 16,747 Est. Cost $60.83 Unrealized +150.8%
WMT WAL-MART STORES INC 0.9%
Value ($000) $2,297 Shares 16,483 Est. Cost $29.51 Unrealized +54.1%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $2,251 Shares 22,192 Est. Cost $72.46 Unrealized +15.0%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $2,151 Shares 50,680 Est. Cost $20.00 Unrealized +80.5%
VO VANGUARD MID CAP INDEX ETF 0.8%
Value ($000) $2,114 Shares 8,926 Est. Cost $180.89 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.8%
Value ($000) $2,099 Shares 12,531 Est. Cost $74.42 Unrealized +112.7%
LLY LILLY ELI & COMPANY 0.8%
Value ($000) $2,084 Shares 9,019 Est. Cost $78.51 Unrealized +201.4%
AMAT APPLIED MATERIALS INC 0.8%
Value ($000) $2,067 Shares 16,055 Est. Cost $24.77 Unrealized +427.2%
PEP PEPSICO INCORPORATED 0.8%
Value ($000) $2,064 Shares 13,722 Est. Cost $74.79 Unrealized +80.5%
YUM YUM BRANDS INC 0.8%
Value ($000) $2,039 Shares 16,673 Est. Cost $47.24 Unrealized +147.3%
CAT CATERPILLAR INC 0.8%
Value ($000) $2,026 Shares 10,555 Est. Cost $71.14 Unrealized +170.0%
SVB FINL GROUP COM 0.7%
Value ($000) $2,002 Shares 3,095 Est. Cost $412.58 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $1,952 Shares 35,867 Est. Cost $21.27 Unrealized +131.5%
ADP AUTO DATA PROCESSING 0.7%
Value ($000) $1,868 Shares 9,343 Est. Cost $73.33 Unrealized +156.0%
VONE VANGUARD SCOTTSDALE FD VNG RUS 0.7%
Value ($000) $1,862 Shares 9,304 Est. Cost $98.86 Unrealized
XOM EXXON MOBIL CORPORATION 0.7%
Value ($000) $1,832 Shares 31,137 Est. Cost $54.89 Unrealized -11.7%
ABBV ABBVIE INC. COM 0.7%
Value ($000) $1,752 Shares 16,242 Est. Cost $52.55 Unrealized +85.0%
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $1,738 Shares 17,080 Est. Cost $85.08 Unrealized
LOW LOWES COMPANIES INC 0.6%
Value ($000) $1,736 Shares 8,555 Est. Cost $59.13 Unrealized +210.5%
NVDA NVIDIA CORP COM 0.6%
Value ($000) $1,735 Shares 8,376 Est. Cost $17.70 Unrealized +17.1%
AVGO BROADCOM INC COM 0.6%
Value ($000) $1,723 Shares 3,553 Est. Cost $21.85 Unrealized +103.6%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $1,718 Shares 8,092 Est. Cost $92.34 Unrealized +110.7%
UNP UNION PACIFIC CORP 0.6%
Value ($000) $1,670 Shares 8,522 Est. Cost $93.40 Unrealized +109.0%
ENSTAR GROUP LTD F 0.6%
Value ($000) $1,643 Shares 7,000 Est. Cost $234.71 Unrealized
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,632 Shares 29,190 Est. Cost $26.83 Unrealized +91.5%
VZ VERIZON COMMUNICATIONS COM 0.6%
Value ($000) $1,587 Shares 29,387 Est. Cost $34.19 Unrealized +23.8%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,586 Shares 3,529 Est. Cost $198.53 Unrealized +110.7%
T AT&T INC COM 0.6%
Value ($000) $1,562 Shares 57,833 Est. Cost $13.84 Unrealized +16.1%
RF REGIONS FINANCIAL CP NEW 0.6%
Value ($000) $1,508 Shares 70,772 Est. Cost $7.93 Unrealized +108.8%
DE DEERE & CO 0.6%
Value ($000) $1,495 Shares 4,463 Est. Cost $94.10 Unrealized +260.6%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $1,458 Shares 7,583 Est. Cost $64.28 Unrealized +161.3%
DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,441 Shares 14,762 Est. Cost $85.08 Unrealized
SPY S P D R S&P 500 ETF TR EXPIRIN 0.5%
Value ($000) $1,436 Shares 3,346 Est. Cost $238.04 Unrealized
PFE PFIZER INCORPORATED 0.5%
Value ($000) $1,418 Shares 32,966 Est. Cost $23.38 Unrealized +52.6%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $1,363 Shares 18,152 Est. Cost $49.20 Unrealized +34.4%
KO COCA COLA COMPANY 0.5%
Value ($000) $1,340 Shares 25,531 Est. Cost $34.25 Unrealized +42.5%
V VISA INC COM CL A 0.5%
Value ($000) $1,339 Shares 6,013 Est. Cost $170.99 Unrealized +32.7%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,333 Shares 5,124 Est. Cost $112.79 Unrealized +151.0%
ELV ANTHEM INC COM 0.5%
Value ($000) $1,314 Shares 3,525 Est. Cost $161.33 Unrealized +121.6%
RTX RAYTHEON TECHNOLOGIES COM 0.5%
Value ($000) $1,260 Shares 14,662 Est. Cost $55.57 Unrealized +39.3%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,231 Shares 8,096 Est. Cost $81.58 Unrealized +73.8%
USB U S BANCORP DEL NEW 0.5%
Value ($000) $1,216 Shares 20,451 Est. Cost $29.91 Unrealized +56.0%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,216 Shares 9,424 Est. Cost $66.17 Unrealized +94.7%
TGT TARGET CORPORATION 0.4%
Value ($000) $1,208 Shares 5,280 Est. Cost $57.69 Unrealized +281.2%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,208 Shares 15,381 Est. Cost $58.01 Unrealized +23.9%
AMT AMERICAN TOWER CORP REIT 0.4%
Value ($000) $1,194 Shares 4,500 Est. Cost $94.92 Unrealized +162.0%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,178 Shares 19,902 Est. Cost $45.21 Unrealized +21.3%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $1,137 Shares 8,181 Est. Cost $98.07 Unrealized +14.3%
CLX CLOROX COMPANY 0.4%
Value ($000) $1,115 Shares 6,735 Est. Cost $92.54 Unrealized +61.4%
MCD MC DONALDS CORP 0.4%
Value ($000) $1,070 Shares 4,439 Est. Cost $83.03 Unrealized +160.0%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $1,049 Shares 8,880 Est. Cost $49.96 Unrealized +127.1%
TMO THERMO FISHER SCIENTIFIC 0.4%
Value ($000) $1,038 Shares 1,816 Est. Cost $210.73 Unrealized +157.4%
YUMC YUM CHINA HLDGS INC COM 0.4%
Value ($000) $1,028 Shares 17,689 Est. Cost $27.13 Unrealized +126.6%
DOCU DOCUSIGN INC COM 0.4%
Value ($000) $1,009 Shares 3,921 Est. Cost $157.97 Unrealized +82.4%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,005 Shares 1,647 Est. Cost $23.27 Unrealized +136.5%
AFL A F L A C INC 0.4%
Value ($000) $992 Shares 19,034 Est. Cost $32.28 Unrealized +53.1%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $979 Shares 7,387 Est. Cost $83.70 Unrealized +38.0%
VMC VULCAN MATERIALS COMPANY 0.4%
Value ($000) $977 Shares 5,777 Est. Cost $68.48 Unrealized +152.5%
MO ALTRIA GROUP INC 0.4%
Value ($000) $976 Shares 21,450 Est. Cost $25.37 Unrealized +34.0%
MS MORGAN STANLEY 0.4%
Value ($000) $974 Shares 10,009 Est. Cost $27.07 Unrealized +216.6%
C CITIGROUP INC NEW 0.4%
Value ($000) $974 Shares 13,880 Est. Cost $47.13 Unrealized +26.6%
GL GLOBE LIFE INC COM 0.4%
Value ($000) $964 Shares 10,825 Est. Cost $86.06 Unrealized +4.8%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $955 Shares 10,076 Est. Cost $53.76 Unrealized +50.8%
META FACEBOOK INC CL A 0.4%
Value ($000) $954 Shares 2,811 Est. Cost $156.51 Unrealized +128.5%
TBRG COMPUTER PROGRAMS & SYS 0.4%
Value ($000) $950 Shares 26,791 Est. Cost $28.32 Unrealized +19.9%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $946 Shares 4,826 Est. Cost $118.69 Unrealized +50.5%
EPD ENTERPRISE PRD PRTNRS LP 0.3%
Value ($000) $926 Shares 42,779 Est. Cost $33.60 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $916 Shares 3,725 Est. Cost $112.50 Unrealized +102.7%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $901 Shares 4,238 Est. Cost $120.35 Unrealized +66.4%
MAGELLAN MIDSTREAM PRT COM UNI 0.3%
Value ($000) $900 Shares 19,738 Est. Cost $76.79 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $896 Shares 10,280 Est. Cost $36.54 Unrealized +128.0%
QQQ INVESCO QQQ TR UNIT SER 1 0.3%
Value ($000) $895 Shares 2,500 Est. Cost $169.65 Unrealized
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $893 Shares 19,252 Est. Cost $39.05 Unrealized +6.5%
ENB ENBRIDGE INC F 0.3%
Value ($000) $890 Shares 22,356 Est. Cost $24.64 Unrealized +20.5%
TTD THE TRADE DESK INC COM CL A 0.3%
Value ($000) $879 Shares 12,500 Est. Cost $60.36 Unrealized +28.1%
PPG P P G INDUSTRIES INC 0.3%
Value ($000) $867 Shares 6,061 Est. Cost $91.74 Unrealized +59.9%
IVV ISHARES TR S&P 500 INDEX 0.3%
Value ($000) $865 Shares 2,008 Est. Cost $358.98 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $858 Shares 12,282 Est. Cost $68.57 Unrealized -13.4%
BA BOEING CO 0.3%
Value ($000) $855 Shares 3,887 Est. Cost $147.21 Unrealized +51.5%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $843 Shares 7,176 Est. Cost $79.39 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $785 Shares 3,282 Est. Cost $82.37 Unrealized +183.4%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $774 Shares 6,176 Est. Cost $61.30 Unrealized +85.1%
CVS C V S CAREMARK CORP 0.3%
Value ($000) $767 Shares 9,041 Est. Cost $60.25 Unrealized +20.4%
SHOP SHOPIFY INC CL A 0.3%
Value ($000) $758 Shares 559 Est. Cost $52.35 Unrealized +186.2%
VB VANGUARD SMALL CAP INDEX ETF 0.3%
Value ($000) $756 Shares 3,458 Est. Cost $204.35 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $748 Shares 6,652 Est. Cost $35.30 Unrealized +181.2%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $746 Shares 2,668 Est. Cost $200.00 Unrealized +40.7%
ALL ALLSTATE CORPORATION 0.3%
Value ($000) $738 Shares 5,796 Est. Cost $53.03 Unrealized +123.8%
GLW CORNING INC 0.3%
Value ($000) $732 Shares 20,061 Est. Cost $15.02 Unrealized +134.9%
MSEX MIDDLESEX WATER CO COM 0.3%
Value ($000) $724 Shares 7,040 Est. Cost $27.84 Unrealized +268.6%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $708 Shares 9,372 Est. Cost $54.18 Unrealized +32.3%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $707 Shares 10,020 Est. Cost $47.34 Unrealized +21.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $678 Shares 1,966 Est. Cost $323.37 Unrealized -0.8%
KLAC K L A TENCOR CORP 0.3%
Value ($000) $675 Shares 2,017 Est. Cost $84.24 Unrealized +278.4%
RH RH COM 0.2%
Value ($000) $667 Shares 1,000 Est. Cost $181.18 Unrealized +279.9%
VEA VANGUARD DEVELOPED MKTS INDEX 0.2%
Value ($000) $656 Shares 13,001 Est. Cost $44.26 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 0.2%
Value ($000) $650 Shares 6,344 Est. Cost $102.46 Unrealized
APD AIR PROD & CHEMICALS INC 0.2%
Value ($000) $641 Shares 2,502 Est. Cost $111.34 Unrealized +121.8%
LINDE PLC COM 0.2%
Value ($000) $627 Shares 2,137 Est. Cost $174.88 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $613 Shares 1,715 Est. Cost $109.55 Unrealized +257.6%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $611 Shares 10,412 Est. Cost $41.77 Unrealized +8.0%
EBAY EBAY INC COM 0.2%
Value ($000) $600 Shares 8,609 Est. Cost $21.53 Unrealized +207.2%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $595 Shares 10,232 Est. Cost $42.91 Unrealized +29.2%
CCI CROWN CASTLE INTL CORP COM 0.2%
Value ($000) $589 Shares 3,401 Est. Cost $93.77 Unrealized +66.3%
AMERICAN INTL GROUP COM 0.2%
Value ($000) $561 Shares 10,219 Est. Cost $54.59 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.2%
Value ($000) $542 Shares 7,653 Est. Cost $70.82 Unrealized
CERNER CORP 0.2%
Value ($000) $542 Shares 7,690 Est. Cost $63.62 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $539 Shares 2,586 Est. Cost $102.72 Unrealized +103.0%
GENERAL ELECTRIC COMPANY 0.2%
Value ($000) $538 Shares 5,220 Est. Cost $20.60 Unrealized
CME CME GROUP INC CL A CLASS A 0.2%
Value ($000) $528 Shares 2,729 Est. Cost $60.31 Unrealized +180.6%
FDX FEDEX CORPORATION 0.2%
Value ($000) $519 Shares 2,369 Est. Cost $144.38 Unrealized +71.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $505 Shares 7,464 Est. Cost $30.94 Unrealized +59.4%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $498 Shares 1,384 Est. Cost $298.86 Unrealized +12.6%
MARVELL TECHNOLOGY GRO ORD 0.2%
Value ($000) $491 Shares 8,148 Est. Cost $46.34 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $487 Shares 17,230 Est. Cost $29.08 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $482 Shares 5,118 Est. Cost $41.72 Unrealized +118.6%
O REALTY INCOME CORP REIT 0.2%
Value ($000) $480 Shares 7,395 Est. Cost $28.58 Unrealized +88.3%
MA MASTERCARD INC 0.2%
Value ($000) $480 Shares 1,381 Est. Cost $146.97 Unrealized +141.4%
URI UNITED RENTALS INC COM 0.2%
Value ($000) $476 Shares 1,355 Est. Cost $74.22 Unrealized +338.0%
BNS BANK OF NOVA SCOTIA F 0.2%
Value ($000) $471 Shares 7,650 Est. Cost $33.88 Unrealized +45.9%
ET ENERGY TRANSFER LP COM UT LTD 0.2%
Value ($000) $464 Shares 48,480 Est. Cost $20.47 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $458 Shares 2,609 Est. Cost $99.48 Unrealized +38.0%
VWO VANGUARD MSCI EMERGING MKTS ET 0.2%
Value ($000) $449 Shares 8,985 Est. Cost $45.17 Unrealized
WALGREENS BOOTS ALLIAN COM 0.2%
Value ($000) $449 Shares 9,535 Est. Cost $75.28 Unrealized
BR BROADRIDGE FINL SOLUTION 0.2%
Value ($000) $448 Shares 2,687 Est. Cost $54.04 Unrealized +192.3%
DGX QUEST DIAGNOSTIC INC 0.2%
Value ($000) $448 Shares 3,080 Est. Cost $67.52 Unrealized +99.2%
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $447 Shares 15,075 Est. Cost $45.91 Unrealized -43.4%
FDN FIRST TR EXCHANGE-TRAD DJ INTE 0.2%
Value ($000) $445 Shares 1,885 Est. Cost $170.29 Unrealized
CE CELANESE CORP DEL COM SER A 0.2%
Value ($000) $443 Shares 2,938 Est. Cost $78.75 Unrealized +81.6%
WM WASTE MANAGEMENT INC DEL 0.2%
Value ($000) $437 Shares 2,925 Est. Cost $61.96 Unrealized +125.5%
SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $434 Shares 903 Est. Cost $263.89 Unrealized
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $432 Shares 1,975 Est. Cost $111.68 Unrealized +81.2%
AMD ADVANCED MICRO DEVICES COM 0.2%
Value ($000) $426 Shares 4,140 Est. Cost $79.72 Unrealized +28.2%
NVS NOVARTIS A G SPON ADR F SPONSO 0.2%
Value ($000) $421 Shares 5,144 Est. Cost $91.40 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $421 Shares 2,428 Est. Cost $100.69 Unrealized +63.9%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.2%
Value ($000) $411 Shares 100 Est. Cost $199512.94 Unrealized +111.8%
DELL DELL TECHNOLOGIES INC CL C 0.2%
Value ($000) $410 Shares 3,942 Est. Cost $20.98 Unrealized +117.8%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $409 Shares 3,705 Est. Cost $61.17 Unrealized +72.8%
SYY SYSCO CORPORATION 0.2%
Value ($000) $407 Shares 5,188 Est. Cost $36.98 Unrealized +83.2%
ATO ATMOS ENERGY CORP COM 0.1%
Value ($000) $390 Shares 4,427 Est. Cost $46.16 Unrealized +87.7%
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $370 Shares 2,000 Est. Cost $135.50 Unrealized
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $367 Shares 6,608 Est. Cost $40.28 Unrealized +16.8%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $366 Shares 2,121 Est. Cost $106.54 Unrealized +70.8%
TWLO TWILIO INC CL A 0.1%
Value ($000) $365 Shares 1,144 Est. Cost $185.85 Unrealized +95.9%
VFC V F CORPORATION 0.1%
Value ($000) $364 Shares 5,441 Est. Cost $66.58 Unrealized +15.2%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $364 Shares 3,250 Est. Cost $130.46 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $360 Shares 1,500 Est. Cost $141.19 Unrealized +81.9%
CWT CALIFORNIA WTR SVC GRP COM 0.1%
Value ($000) $354 Shares 6,000 Est. Cost $20.40 Unrealized +173.4%
GENERAL MTRS CORP COM 0.1%
Value ($000) $345 Shares 6,540 Est. Cost $57.38 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $342 Shares 4,885 Est. Cost $51.21 Unrealized +19.6%
VV VANGUARD INDEX FDS LARGE CAP E 0.1%
Value ($000) $342 Shares 1,701 Est. Cost $139.19 Unrealized
CSX C S X CORP 0.1%
Value ($000) $330 Shares 11,084 Est. Cost $25.14 Unrealized +19.9%
CARR CARRIER GLOBAL CORPORA COM 0.1%
Value ($000) $327 Shares 6,309 Est. Cost $33.81 Unrealized +50.0%
HPE HEWLETT PACKARD ENTERP COM 0.1%
Value ($000) $325 Shares 22,801 Est. Cost $8.20 Unrealized +54.6%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $325 Shares 3,438 Est. Cost $55.57 Unrealized +18.7%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $316 Shares 1,885 Est. Cost $99.37 Unrealized +56.3%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $308 Shares 1,050 Est. Cost $206.67 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $302 Shares 5,401 Est. Cost $30.38 Unrealized +51.1%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $302 Shares 1,460 Est. Cost $148.03 Unrealized +37.1%
MNMB MERCHANTS & MARINE BAN CAP STK 0.1%
Value ($000) $301 Shares 7,505 Est. Cost $39.16 Unrealized +7.6%
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $301 Shares 8,455 Est. Cost $22.32 Unrealized +29.7%
ADM ARCHER-DANIELS-MID CO 0.1%
Value ($000) $300 Shares 5,000 Est. Cost $37.61 Unrealized +40.8%
UNILEVER PLC ADR NEW F SPONSOR 0.1%
Value ($000) $299 Shares 5,507 Est. Cost $60.29 Unrealized
TROW ROWE T PRICE GROUP INC 0.1%
Value ($000) $296 Shares 1,507 Est. Cost $104.97 Unrealized +65.7%
HEWLETT-PACKARD COMPANY 0.1%
Value ($000) $294 Shares 10,748 Est. Cost $37.90 Unrealized
CINF CINCINNATI FINANCIAL CP 0.1%
Value ($000) $292 Shares 2,553 Est. Cost $68.47 Unrealized +55.1%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $291 Shares 4,282 Est. Cost $22.14 Unrealized +28.1%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.1%
Value ($000) $288 Shares 1,942 Est. Cost $227.01 Unrealized
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $288 Shares 1,168 Est. Cost $153.89 Unrealized
FLR FLUOR CORPORATION NEW 0.1%
Value ($000) $287 Shares 17,960 Est. Cost $10.49 Unrealized +56.5%
VOE VANGUARD INDEX FDS MCAP VL IDX 0.1%
Value ($000) $281 Shares 2,012 Est. Cost $134.69 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $272 Shares 955 Est. Cost $196.57 Unrealized +55.7%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $271 Shares 998 Est. Cost $250.91 Unrealized 0.0%
PRA PROASSURANCE CORPORATION 0.1%
Value ($000) $270 Shares 11,372 Est. Cost $48.38 Unrealized -52.4%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $269 Shares 3,346 Est. Cost $49.09 Unrealized +45.8%
VOT VANGUARD INDEX FDS MCAP GR IDX 0.1%
Value ($000) $269 Shares 1,138 Est. Cost $214.41 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $259 Shares 3,153 Est. Cost $60.07 Unrealized +36.8%
ORLY O REILLY AUTOMOTIVE IN COM 0.1%
Value ($000) $257 Shares 420 Est. Cost $30.98 Unrealized +29.2%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $254 Shares 1,200 Est. Cost $167.70 Unrealized +25.5%
FMC F M C CORP NEW 0.1%
Value ($000) $251 Shares 2,739 Est. Cost $55.67 Unrealized +52.9%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $250 Shares 10,000 Est. Cost $14.98 Unrealized +55.3%
PROLOGIS SH BEN INT 0.1%
Value ($000) $247 Shares 1,968 Est. Cost $106.20 Unrealized
OKTA OKTA INC CL A 0.1%
Value ($000) $237 Shares 1,000 Est. Cost $169.77 Unrealized +46.2%
DOW DOW INC COM 0.1%
Value ($000) $232 Shares 4,031 Est. Cost $39.58 Unrealized +20.8%
GNRC GENERAC HOLDINGS INC 0.1%
Value ($000) $225 Shares 550 Est. Cost $335.49 Unrealized +27.7%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $223 Shares 3,277 Est. Cost $58.93 Unrealized +12.4%
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $218 Shares 1,717 Est. Cost $184.93 Unrealized -21.3%
GWW GRAINGER W W INC 0.1%
Value ($000) $216 Shares 549 Est. Cost $371.45 Unrealized +11.7%
KINDER MORGAN INC KANS COM 0.1%
Value ($000) $214 Shares 12,782 Est. Cost $14.04 Unrealized
GLAXOSMITHKLINE PLC ADRF SPONS 0.1%
Value ($000) $213 Shares 5,581 Est. Cost $39.78 Unrealized
PRF INVESCO EXCHANGE TRADE FTSE RA 0.1%
Value ($000) $213 Shares 1,345 Est. Cost $151.67 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $211 Shares 1,810 Est. Cost $100.33 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $211 Shares 4,105 Est. Cost $46.99 Unrealized 0.0%
UPS UNITED PARCEL SERVICE B CLASS 0.1%
Value ($000) $210 Shares 1,153 Est. Cost $117.34 Unrealized +38.7%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $208 Shares 3,770 Est. Cost $52.34 Unrealized +13.0%
DIA SPDR DOW JONES INDL AVG INDUST 0.1%
Value ($000) $208 Shares 614 Est. Cost $329.62 Unrealized
DEO DIAGEO PLC NEW ADR F SPONSORED 0.1%
Value ($000) $206 Shares 1,065 Est. Cost $193.43 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $205 Shares 1,210 Est. Cost $150.65 Unrealized +5.4%
CHTR CHARTER COMMUNICATIONS CL A 0.1%
Value ($000) $202 Shares 277 Est. Cost $673.16 Unrealized +12.7%
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $87 Shares 16,979 Est. Cost $4.97 Unrealized