MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

CIK: 0001632105 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 2, 2022

Total Value ($000): $302,739 (100.0% shares, 0.0% debt)

Holdings (228)

AAPL APPLE INC 8.8%
Value ($000) $26,765 Shares 150,727 Est. Cost $88.02 Unrealized +75.8%
MSFT MICROSOFT CORP 4.0%
Value ($000) $12,029 Shares 35,767 Est. Cost $85.80 Unrealized +265.3%
VUG VANGUARD GROWTH INDEX ETF 2.8%
Value ($000) $8,528 Shares 26,575 Est. Cost $207.88 Unrealized
VANGUARD 500 INDEX ETF 2.6%
Value ($000) $7,933 Shares 18,172 Est. Cost $336.26 Unrealized
HD HOME DEPOT INC 2.1%
Value ($000) $6,316 Shares 15,219 Est. Cost $94.59 Unrealized +262.8%
AMZN AMAZON COM INC 1.8%
Value ($000) $5,392 Shares 1,617 Est. Cost $74.55 Unrealized +129.6%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $5,285 Shares 33,378 Est. Cost $67.07 Unrealized +120.4%
VTV VANGUARD VALUE INDEX ETF 1.6%
Value ($000) $4,987 Shares 33,901 Est. Cost $109.13 Unrealized
GOOGL ALPHABET INC A 1.6%
Value ($000) $4,838 Shares 1,670 Est. Cost $44.62 Unrealized +220.4%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $4,788 Shares 9,536 Est. Cost $107.93 Unrealized +291.2%
BRK/B BERKSHIRE HATHAWAY B NEW CLASS 1.6%
Value ($000) $4,748 Shares 15,879 Est. Cost $184.17 Unrealized +55.5%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $4,393 Shares 25,681 Est. Cost $93.88 Unrealized +54.6%
SFBS SERVISFIRST BANCSHARES COM 1.4%
Value ($000) $4,322 Shares 50,888 Est. Cost $55.37 Unrealized +37.1%
ADBE ADOBE INC COM 1.4%
Value ($000) $4,322 Shares 7,621 Est. Cost $116.83 Unrealized +435.0%
PG PROCTER & GAMBLE 1.1%
Value ($000) $3,471 Shares 21,220 Est. Cost $76.91 Unrealized +74.4%
TSLA TESLA MTRS INC COM 1.1%
Value ($000) $3,427 Shares 3,243 Est. Cost $133.17 Unrealized +151.9%
SO THE SOUTHERN COMPANY 1.1%
Value ($000) $3,317 Shares 48,361 Est. Cost $35.02 Unrealized +56.2%
VTI VANGUARD TOTAL STOCK MKT INDEX 1.0%
Value ($000) $3,108 Shares 12,871 Est. Cost $141.25 Unrealized
VO VANGUARD MID CAP INDEX ETF 1.0%
Value ($000) $3,016 Shares 11,840 Est. Cost $199.06 Unrealized
GOOG ALPHABET INC CLASS C 1.0%
Value ($000) $2,903 Shares 1,003 Est. Cost $42.22 Unrealized +239.8%
NKE NIKE INC CLASS B 0.9%
Value ($000) $2,770 Shares 16,617 Est. Cost $60.83 Unrealized +154.1%
DIS DISNEY WALT CO COM DISNEY 0.9%
Value ($000) $2,767 Shares 17,865 Est. Cost $91.38 Unrealized +72.7%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $2,683 Shares 22,867 Est. Cost $73.16 Unrealized +31.4%
NVDA NVIDIA CORP COM 0.9%
Value ($000) $2,675 Shares 9,096 Est. Cost $18.47 Unrealized +48.7%
AMAT APPLIED MATERIALS INC 0.8%
Value ($000) $2,466 Shares 15,669 Est. Cost $24.77 Unrealized +463.6%
WMT WAL-MART STORES INC 0.8%
Value ($000) $2,426 Shares 16,768 Est. Cost $29.78 Unrealized +51.7%
INTC INTEL CORP 0.8%
Value ($000) $2,395 Shares 46,508 Est. Cost $33.88 Unrealized +39.6%
LLY LILLY ELI & COMPANY 0.8%
Value ($000) $2,388 Shares 8,644 Est. Cost $78.51 Unrealized +210.6%
AVGO BROADCOM INC COM 0.8%
Value ($000) $2,375 Shares 3,569 Est. Cost $21.85 Unrealized +137.0%
YUM YUM BRANDS INC 0.8%
Value ($000) $2,337 Shares 16,833 Est. Cost $47.24 Unrealized +150.2%
ADP AUTO DATA PROCESSING 0.8%
Value ($000) $2,304 Shares 9,343 Est. Cost $73.33 Unrealized +182.7%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $2,275 Shares 35,897 Est. Cost $21.27 Unrealized +137.3%
CAT CATERPILLAR INC 0.7%
Value ($000) $2,260 Shares 10,932 Est. Cost $75.12 Unrealized +148.5%
ABBV ABBVIE INC. COM 0.7%
Value ($000) $2,209 Shares 16,313 Est. Cost $52.55 Unrealized +93.5%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $2,192 Shares 49,270 Est. Cost $20.00 Unrealized +105.1%
LOW LOWES COMPANIES INC 0.7%
Value ($000) $2,174 Shares 8,410 Est. Cost $59.13 Unrealized +271.8%
UNP UNION PACIFIC CORP 0.7%
Value ($000) $2,136 Shares 8,480 Est. Cost $93.40 Unrealized +130.2%
PEP PEPSICO INCORPORATED 0.7%
Value ($000) $2,135 Shares 12,289 Est. Cost $74.79 Unrealized +91.8%
XOM EXXON MOBIL CORPORATION 0.7%
Value ($000) $2,069 Shares 33,812 Est. Cost $54.81 Unrealized -1.7%
SVB FINL GROUP COM 0.7%
Value ($000) $2,058 Shares 3,035 Est. Cost $412.58 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.7%
Value ($000) $2,028 Shares 12,394 Est. Cost $74.42 Unrealized +117.4%
VNQ VANGUARD REAL ESTATE ETF 0.7%
Value ($000) $2,021 Shares 17,417 Est. Cost $85.68 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $2,003 Shares 3,529 Est. Cost $198.53 Unrealized +145.9%
PFE PFIZER INCORPORATED 0.7%
Value ($000) $1,976 Shares 33,466 Est. Cost $23.63 Unrealized +70.2%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,742 Shares 9,525 Est. Cost $67.01 Unrealized +118.0%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $1,725 Shares 8,272 Est. Cost $94.36 Unrealized +96.1%
ENSTAR GROUP LTD F 0.6%
Value ($000) $1,716 Shares 6,930 Est. Cost $234.71 Unrealized
SPY S P D R S&P 500 ETF TR EXPIRIN 0.6%
Value ($000) $1,703 Shares 3,587 Est. Cost $253.94 Unrealized
ELV ANTHEM INC COM 0.5%
Value ($000) $1,634 Shares 3,525 Est. Cost $161.33 Unrealized +146.2%
DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,631 Shares 15,547 Est. Cost $86.08 Unrealized
VONE VANGUARD SCOTTSDALE FD VNG RUS 0.5%
Value ($000) $1,587 Shares 7,254 Est. Cost $98.86 Unrealized
RF REGIONS FINANCIAL CP NEW 0.5%
Value ($000) $1,543 Shares 70,785 Est. Cost $7.93 Unrealized +142.0%
DE DEERE & CO 0.5%
Value ($000) $1,532 Shares 4,468 Est. Cost $94.10 Unrealized +249.2%
KO COCA COLA COMPANY 0.5%
Value ($000) $1,527 Shares 25,797 Est. Cost $34.40 Unrealized +42.9%
VZ VERIZON COMMUNICATIONS COM 0.5%
Value ($000) $1,524 Shares 29,334 Est. Cost $34.19 Unrealized +18.1%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $1,467 Shares 7,783 Est. Cost $67.00 Unrealized +153.9%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $1,455 Shares 18,987 Est. Cost $50.11 Unrealized +39.5%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,451 Shares 28,823 Est. Cost $26.83 Unrealized +71.9%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,436 Shares 15,381 Est. Cost $58.01 Unrealized +33.3%
V VISA INC COM CL A 0.5%
Value ($000) $1,392 Shares 6,423 Est. Cost $173.36 Unrealized +20.1%
AMT AMERICAN TOWER CORP REIT 0.4%
Value ($000) $1,316 Shares 4,500 Est. Cost $94.92 Unrealized +152.3%
RTX RAYTHEON TECHNOLOGIES COM 0.4%
Value ($000) $1,296 Shares 15,064 Est. Cost $56.21 Unrealized +41.1%
TGT TARGET CORPORATION 0.4%
Value ($000) $1,268 Shares 5,480 Est. Cost $63.40 Unrealized +237.8%
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $1,266 Shares 8,096 Est. Cost $81.58 Unrealized +76.4%
T AT&T INC COM 0.4%
Value ($000) $1,254 Shares 50,944 Est. Cost $13.84 Unrealized +6.0%
MCD MC DONALDS CORP 0.4%
Value ($000) $1,252 Shares 4,669 Est. Cost $90.25 Unrealized +154.4%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $1,248 Shares 8,865 Est. Cost $49.96 Unrealized +137.6%
VMC VULCAN MATERIALS COMPANY 0.4%
Value ($000) $1,245 Shares 5,997 Est. Cost $72.85 Unrealized +157.2%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,241 Shares 19,903 Est. Cost $45.21 Unrealized +8.9%
TMO THERMO FISHER SCIENTIFIC 0.4%
Value ($000) $1,180 Shares 1,769 Est. Cost $210.73 Unrealized +192.9%
USB U S BANCORP DEL NEW 0.4%
Value ($000) $1,177 Shares 20,951 Est. Cost $30.36 Unrealized +60.9%
TTD THE TRADE DESK INC COM CL A 0.4%
Value ($000) $1,146 Shares 12,500 Est. Cost $60.36 Unrealized +45.1%
CLX CLOROX COMPANY 0.4%
Value ($000) $1,136 Shares 6,515 Est. Cost $92.54 Unrealized +57.4%
AFL A F L A C INC 0.4%
Value ($000) $1,111 Shares 19,034 Est. Cost $32.28 Unrealized +57.9%
META FACEBOOK INC CL A 0.4%
Value ($000) $1,074 Shares 3,191 Est. Cost $177.13 Unrealized +86.1%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $1,060 Shares 5,622 Est. Cost $121.93 Unrealized +77.1%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $1,053 Shares 7,372 Est. Cost $83.70 Unrealized +37.7%
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $1,040 Shares 7,785 Est. Cost $98.07 Unrealized +8.6%
PPG P P G INDUSTRIES INC 0.3%
Value ($000) $1,035 Shares 6,001 Est. Cost $91.74 Unrealized +60.8%
NFLX NETFLIX INC COM 0.3%
Value ($000) $1,024 Shares 1,700 Est. Cost $24.53 Unrealized +160.4%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,022 Shares 21,566 Est. Cost $25.37 Unrealized +29.3%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,016 Shares 4,876 Est. Cost $119.37 Unrealized +55.2%
GL GLOBE LIFE INC COM 0.3%
Value ($000) $1,015 Shares 10,825 Est. Cost $86.06 Unrealized +3.9%
QQQ INVESCO QQQ TR UNIT SER 1 0.3%
Value ($000) $1,005 Shares 2,525 Est. Cost $171.92 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.3%
Value ($000) $1,000 Shares 4,424 Est. Cost $209.08 Unrealized
MARVELL TECHNOLOGY GRO ORD 0.3%
Value ($000) $993 Shares 11,348 Est. Cost $57.95 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $980 Shares 9,986 Est. Cost $27.07 Unrealized +220.5%
SHOP SHOPIFY INC CL A 0.3%
Value ($000) $961 Shares 698 Est. Cost $71.02 Unrealized +105.7%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $957 Shares 10,076 Est. Cost $53.76 Unrealized +41.9%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $952 Shares 7,376 Est. Cost $80.74 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $947 Shares 3,765 Est. Cost $113.68 Unrealized +96.6%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $943 Shares 2,678 Est. Cost $200.00 Unrealized +55.6%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $943 Shares 3,167 Est. Cost $82.37 Unrealized +209.8%
EPD ENTERPRISE PRD PRTNRS LP 0.3%
Value ($000) $937 Shares 42,679 Est. Cost $33.60 Unrealized
CVS C V S CAREMARK CORP 0.3%
Value ($000) $932 Shares 9,041 Est. Cost $60.25 Unrealized +33.6%
IVV ISHARES TR S&P 500 INDEX 0.3%
Value ($000) $931 Shares 1,951 Est. Cost $358.98 Unrealized
KLAC K L A TENCOR CORP 0.3%
Value ($000) $928 Shares 2,157 Est. Cost $102.75 Unrealized +259.6%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $919 Shares 19,162 Est. Cost $39.05 Unrealized +13.7%
PAYX PAYCHEX INC 0.3%
Value ($000) $908 Shares 6,652 Est. Cost $35.30 Unrealized +211.2%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $897 Shares 10,280 Est. Cost $36.54 Unrealized +143.3%
YUMC YUM CHINA HLDGS INC COM 0.3%
Value ($000) $882 Shares 17,689 Est. Cost $27.13 Unrealized +100.0%
ENB ENBRIDGE INC F 0.3%
Value ($000) $874 Shares 22,356 Est. Cost $24.64 Unrealized +24.5%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $869 Shares 11,967 Est. Cost $68.57 Unrealized -14.2%
APD AIR PROD & CHEMICALS INC 0.3%
Value ($000) $834 Shares 2,742 Est. Cost $124.68 Unrealized +111.5%
C CITIGROUP INC NEW 0.3%
Value ($000) $832 Shares 13,770 Est. Cost $47.13 Unrealized +21.3%
MAGELLAN MIDSTREAM PRT COM UNI 0.3%
Value ($000) $818 Shares 17,618 Est. Cost $76.79 Unrealized
MSEX MIDDLESEX WATER CO COM 0.3%
Value ($000) $811 Shares 6,740 Est. Cost $27.84 Unrealized +281.6%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $786 Shares 9,212 Est. Cost $54.18 Unrealized +30.9%
BA BOEING CO 0.3%
Value ($000) $776 Shares 3,853 Est. Cost $147.21 Unrealized +43.5%
TBRG COMPUTER PROGRAMS & SYS 0.3%
Value ($000) $775 Shares 26,451 Est. Cost $28.32 Unrealized +15.2%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $769 Shares 10,240 Est. Cost $47.72 Unrealized +36.5%
VEA VANGUARD DEVELOPED MKTS INDEX 0.2%
Value ($000) $753 Shares 14,747 Est. Cost $45.07 Unrealized
GLW CORNING INC 0.2%
Value ($000) $747 Shares 20,061 Est. Cost $15.02 Unrealized +121.9%
LINDE PLC COM 0.2%
Value ($000) $744 Shares 2,147 Est. Cost $174.88 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 0.2%
Value ($000) $734 Shares 6,344 Est. Cost $102.46 Unrealized
AMD ADVANCED MICRO DEVICES COM 0.2%
Value ($000) $717 Shares 4,980 Est. Cost $88.94 Unrealized +51.1%
CERNER CORP 0.2%
Value ($000) $714 Shares 7,690 Est. Cost $63.62 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $712 Shares 10,732 Est. Cost $43.48 Unrealized +27.2%
CCI CROWN CASTLE INTL CORP COM 0.2%
Value ($000) $710 Shares 3,401 Est. Cost $93.77 Unrealized +60.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $674 Shares 1,896 Est. Cost $323.37 Unrealized -4.5%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $649 Shares 6,276 Est. Cost $61.94 Unrealized +64.7%
WAT WATERS CORP 0.2%
Value ($000) $639 Shares 1,715 Est. Cost $109.55 Unrealized +219.3%
FDX FEDEX CORPORATION 0.2%
Value ($000) $636 Shares 2,459 Est. Cost $147.14 Unrealized +49.5%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $628 Shares 10,722 Est. Cost $42.00 Unrealized +18.4%
DOCU DOCUSIGN INC COM 0.2%
Value ($000) $597 Shares 3,921 Est. Cost $157.97 Unrealized +44.3%
ECL ECOLAB INC 0.2%
Value ($000) $588 Shares 2,506 Est. Cost $102.72 Unrealized +109.8%
IUSV ISHARES CORE S&P US VALUE ETF 0.2%
Value ($000) $584 Shares 7,653 Est. Cost $70.82 Unrealized
O REALTY INCOME CORP REIT 0.2%
Value ($000) $580 Shares 8,095 Est. Cost $30.90 Unrealized +79.2%
AMERICAN INTL GROUP COM 0.2%
Value ($000) $578 Shares 10,170 Est. Cost $54.59 Unrealized
ALL ALLSTATE CORPORATION 0.2%
Value ($000) $576 Shares 4,896 Est. Cost $53.03 Unrealized +101.6%
CME CME GROUP INC CL A CLASS A 0.2%
Value ($000) $573 Shares 2,509 Est. Cost $60.31 Unrealized +206.5%
EBAY EBAY INC COM 0.2%
Value ($000) $572 Shares 8,609 Est. Cost $21.53 Unrealized +206.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $563 Shares 7,804 Est. Cost $32.32 Unrealized +93.8%
BNS BANK OF NOVA SCOTIA F 0.2%
Value ($000) $548 Shares 7,650 Est. Cost $33.88 Unrealized +56.0%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $536 Shares 1,384 Est. Cost $298.86 Unrealized +16.5%
RH RH COM 0.2%
Value ($000) $536 Shares 1,000 Est. Cost $181.18 Unrealized +239.6%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $534 Shares 7,360 Est. Cost $55.75 Unrealized +16.1%
DGX QUEST DIAGNOSTIC INC 0.2%
Value ($000) $533 Shares 3,080 Est. Cost $67.52 Unrealized +108.0%
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $519 Shares 17,230 Est. Cost $29.08 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $513 Shares 2,890 Est. Cost $102.18 Unrealized +24.6%
MA MASTERCARD INC 0.2%
Value ($000) $496 Shares 1,381 Est. Cost $146.97 Unrealized +129.8%
CE CELANESE CORP DEL COM SER A 0.2%
Value ($000) $494 Shares 2,938 Est. Cost $78.75 Unrealized +92.8%
BR BROADRIDGE FINL SOLUTION 0.2%
Value ($000) $491 Shares 2,687 Est. Cost $54.04 Unrealized +202.9%
GENERAL ELECTRIC COMPANY 0.2%
Value ($000) $491 Shares 5,203 Est. Cost $20.60 Unrealized
WM WASTE MANAGEMENT INC DEL 0.2%
Value ($000) $488 Shares 2,925 Est. Cost $61.96 Unrealized +143.2%
WALGREENS BOOTS ALLIAN COM 0.2%
Value ($000) $482 Shares 9,236 Est. Cost $75.28 Unrealized
VWO VANGUARD MSCI EMERGING MKTS ET 0.2%
Value ($000) $480 Shares 9,703 Est. Cost $45.49 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $476 Shares 5,118 Est. Cost $41.72 Unrealized +107.4%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $473 Shares 2,102 Est. Cost $120.35 Unrealized +53.8%
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $473 Shares 15,785 Est. Cost $45.14 Unrealized -36.4%
CB CHUBB LIMITED COM 0.2%
Value ($000) $469 Shares 2,428 Est. Cost $100.69 Unrealized +76.4%
SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $467 Shares 903 Est. Cost $263.89 Unrealized
HEWLETT-PACKARD COMPANY 0.2%
Value ($000) $466 Shares 12,368 Est. Cost $37.87 Unrealized
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $464 Shares 4,427 Est. Cost $46.16 Unrealized +85.1%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $461 Shares 2,281 Est. Cost $111.59 Unrealized +60.0%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.1%
Value ($000) $451 Shares 100 Est. Cost $199512.94 Unrealized +116.4%
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $451 Shares 6,608 Est. Cost $40.28 Unrealized +30.7%
NVS NOVARTIS A G SPON ADR F SPONSO 0.1%
Value ($000) $450 Shares 5,144 Est. Cost $91.40 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $450 Shares 1,355 Est. Cost $74.22 Unrealized +365.2%
FLR FLUOR CORPORATION NEW 0.1%
Value ($000) $445 Shares 17,960 Est. Cost $10.49 Unrealized +102.9%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $433 Shares 3,705 Est. Cost $61.17 Unrealized +67.1%
CWT CALIFORNIA WTR SVC GRP COM 0.1%
Value ($000) $431 Shares 6,000 Est. Cost $20.40 Unrealized +186.8%
FDN FIRST TR EXCHANGE-TRAD DJ INTE 0.1%
Value ($000) $426 Shares 1,885 Est. Cost $170.29 Unrealized
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $420 Shares 2,000 Est. Cost $135.50 Unrealized
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $417 Shares 1,785 Est. Cost $111.68 Unrealized +110.2%
SYY SYSCO CORPORATION 0.1%
Value ($000) $408 Shares 5,188 Est. Cost $36.98 Unrealized +86.0%
CSX C S X CORP 0.1%
Value ($000) $406 Shares 10,794 Est. Cost $25.14 Unrealized +32.4%
ET ENERGY TRANSFER LP COM UT LTD 0.1%
Value ($000) $392 Shares 47,616 Est. Cost $20.47 Unrealized
VFC V F CORPORATION 0.1%
Value ($000) $389 Shares 5,316 Est. Cost $66.58 Unrealized +9.7%
GENERAL MTRS CORP COM 0.1%
Value ($000) $383 Shares 6,540 Est. Cost $57.38 Unrealized
VV VANGUARD INDEX FDS LARGE CAP E 0.1%
Value ($000) $376 Shares 1,701 Est. Cost $139.19 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $374 Shares 3,250 Est. Cost $130.46 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $371 Shares 3,438 Est. Cost $55.57 Unrealized +60.9%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $360 Shares 1,460 Est. Cost $148.03 Unrealized +42.1%
HPE HEWLETT PACKARD ENTERP COM 0.1%
Value ($000) $360 Shares 22,801 Est. Cost $8.20 Unrealized +62.8%
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $348 Shares 8,455 Est. Cost $22.32 Unrealized +43.3%
CARR CARRIER GLOBAL CORPORA COM 0.1%
Value ($000) $342 Shares 6,309 Est. Cost $33.81 Unrealized +50.7%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $340 Shares 4,208 Est. Cost $22.14 Unrealized +31.9%
SBLK STAR BULK CARRIERS CORP 0.1%
Value ($000) $340 Shares 15,000 Est. Cost $21.04 Unrealized 0.0%
ADM ARCHER-DANIELS-MID CO 0.1%
Value ($000) $338 Shares 5,000 Est. Cost $37.61 Unrealized +52.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $331 Shares 1,885 Est. Cost $99.37 Unrealized +65.7%
PROLOGIS SH BEN INT 0.1%
Value ($000) $331 Shares 1,968 Est. Cost $106.20 Unrealized
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $311 Shares 1,168 Est. Cost $153.89 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $308 Shares 1,050 Est. Cost $206.67 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDX 0.1%
Value ($000) $302 Shares 2,012 Est. Cost $134.69 Unrealized
TWLO TWILIO INC CL A 0.1%
Value ($000) $301 Shares 1,144 Est. Cost $185.85 Unrealized +60.9%
FMC F M C CORP NEW 0.1%
Value ($000) $301 Shares 2,739 Est. Cost $55.67 Unrealized +56.6%
ORLY O REILLY AUTOMOTIVE IN COM 0.1%
Value ($000) $297 Shares 420 Est. Cost $30.98 Unrealized +39.7%
TROW ROWE T PRICE GROUP INC 0.1%
Value ($000) $296 Shares 1,507 Est. Cost $104.97 Unrealized +60.7%
UNILEVER PLC ADR NEW F SPONSOR 0.1%
Value ($000) $296 Shares 5,507 Est. Cost $60.29 Unrealized
MNMB MERCHANTS & MARINE BAN CAP STK 0.1%
Value ($000) $293 Shares 7,505 Est. Cost $39.16 Unrealized +2.6%
CINF CINCINNATI FINANCIAL CP 0.1%
Value ($000) $291 Shares 2,553 Est. Cost $68.47 Unrealized +55.4%
VOT VANGUARD INDEX FDS MCAP GR IDX 0.1%
Value ($000) $290 Shares 1,138 Est. Cost $214.41 Unrealized
PRA PROASSURANCE CORPORATION 0.1%
Value ($000) $288 Shares 11,372 Est. Cost $48.38 Unrealized -50.7%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $287 Shares 3,346 Est. Cost $49.09 Unrealized +49.0%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $283 Shares 1,200 Est. Cost $167.70 Unrealized +23.1%
GWW GRAINGER W W INC 0.1%
Value ($000) $280 Shares 540 Est. Cost $371.45 Unrealized +21.8%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $275 Shares 3,153 Est. Cost $60.07 Unrealized +30.6%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $273 Shares 3,770 Est. Cost $52.34 Unrealized +22.8%
ADSK AUTODESK INC 0.1%
Value ($000) $269 Shares 955 Est. Cost $196.57 Unrealized +48.3%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $266 Shares 3,277 Est. Cost $58.93 Unrealized +18.2%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $261 Shares 1,028 Est. Cost $251.69 Unrealized +10.3%
BLDR BUILDERS FIRSTSOURCE, INC. 0.1%
Value ($000) $257 Shares 3,000 Est. Cost $67.74 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $254 Shares 5,401 Est. Cost $30.38 Unrealized +35.0%
UPS UNITED PARCEL SERVICE B CLASS 0.1%
Value ($000) $247 Shares 1,153 Est. Cost $117.34 Unrealized +43.7%
GLAXOSMITHKLINE PLC ADRF SPONS 0.1%
Value ($000) $246 Shares 5,581 Est. Cost $39.78 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $242 Shares 1,500 Est. Cost $141.19 Unrealized +53.5%
HSY HERSHEY COMPANY 0.1%
Value ($000) $234 Shares 1,210 Est. Cost $150.65 Unrealized +8.6%
DEO DIAGEO PLC NEW ADR F SPONSORED 0.1%
Value ($000) $234 Shares 1,065 Est. Cost $193.43 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $234 Shares 1,810 Est. Cost $100.33 Unrealized +15.7%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.1%
Value ($000) $229 Shares 1,925 Est. Cost $227.01 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $229 Shares 4,031 Est. Cost $39.58 Unrealized +13.8%
VDE VANGUARD WORLD FDS ENERGY ETF 0.1%
Value ($000) $228 Shares 2,944 Est. Cost $77.45 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $226 Shares 629 Est. Cost $344.06 Unrealized 0.0%
OKTA OKTA INC CL A 0.1%
Value ($000) $224 Shares 1,000 Est. Cost $169.77 Unrealized +40.3%
PRF INVESCO EXCHANGE TRADE FTSE RA 0.1%
Value ($000) $224 Shares 1,303 Est. Cost $151.67 Unrealized
VMWARE INC CL A COM 0.1%
Value ($000) $223 Shares 1,924 Est. Cost $115.90 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $218 Shares 238 Est. Cost $915.97 Unrealized
SLF SUN LIFE FINL INC COM 0.1%
Value ($000) $214 Shares 3,848 Est. Cost $55.28 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $211 Shares 3,762 Est. Cost $20.98 Unrealized +143.6%
VANGUARD SPECIALIZED DIV APP E 0.1%
Value ($000) $209 Shares 1,216 Est. Cost $171.88 Unrealized
DVY ISHARES DJ SELECT DIV FD SELEC 0.1%
Value ($000) $209 Shares 1,703 Est. Cost $122.72 Unrealized
ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $207 Shares 500 Est. Cost $414.00 Unrealized
KINDER MORGAN INC KANS COM 0.1%
Value ($000) $207 Shares 13,032 Est. Cost $14.08 Unrealized
ROP ROPER INDS INC NEW COM 0.1%
Value ($000) $207 Shares 420 Est. Cost $463.97 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $201 Shares 10,000 Est. Cost $14.98 Unrealized +42.8%
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $89 Shares 10,628 Est. Cost $4.94 Unrealized 0.0%
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $38 Shares 11,260 Est. Cost $4.97 Unrealized