MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

CIK: 0001632105 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

Total Value ($000): $298,124 (100.0% shares, 0.0% debt)

Holdings (230)

AAPL APPLE INC 8.7%
Value ($000) $25,997 Shares 148,884 Est. Cost $88.02 Unrealized +87.3%
MSFT MICROSOFT CORP 3.7%
Value ($000) $10,950 Shares 35,518 Est. Cost $85.80 Unrealized +239.6%
VANGUARD 500 INDEX ETF 3.2%
Value ($000) $9,462 Shares 22,791 Est. Cost $352.25 Unrealized
VUG VANGUARD GROWTH INDEX ETF 2.7%
Value ($000) $8,156 Shares 28,359 Est. Cost $212.90 Unrealized
VTV VANGUARD VALUE INDEX ETF 1.9%
Value ($000) $5,778 Shares 39,100 Est. Cost $114.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 1.9%
Value ($000) $5,563 Shares 15,762 Est. Cost $184.17 Unrealized +75.6%
AMZN AMAZON.COM INC 1.8%
Value ($000) $5,324 Shares 1,633 Est. Cost $74.55 Unrealized +107.3%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $4,843 Shares 9,496 Est. Cost $107.93 Unrealized +318.0%
SFBS SERVISFIRST BANCSHARES COM 1.6%
Value ($000) $4,804 Shares 50,417 Est. Cost $55.37 Unrealized +47.3%
GOOGL ALPHABET INC A 1.6%
Value ($000) $4,659 Shares 1,675 Est. Cost $44.62 Unrealized +202.1%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $4,611 Shares 26,018 Est. Cost $94.63 Unrealized +60.4%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $4,529 Shares 33,220 Est. Cost $67.07 Unrealized +99.3%
HD HOME DEPOT INC 1.5%
Value ($000) $4,511 Shares 15,069 Est. Cost $94.59 Unrealized +232.0%
VO VANGUARD MID CAP INDEX ETF 1.3%
Value ($000) $3,920 Shares 16,480 Est. Cost $209.99 Unrealized
CVX CHEVRON CORPORATION 1.2%
Value ($000) $3,665 Shares 22,509 Est. Cost $73.16 Unrealized +67.8%
SO THE SOUTHERN COMPANY 1.2%
Value ($000) $3,526 Shares 48,616 Est. Cost $35.02 Unrealized +67.6%
TSLA TESLA MTRS INC COM 1.2%
Value ($000) $3,495 Shares 3,243 Est. Cost $133.17 Unrealized +133.9%
ADBE ADOBE INC COM 1.2%
Value ($000) $3,480 Shares 7,639 Est. Cost $116.83 Unrealized +311.8%
PG PROCTER & GAMBLE 1.1%
Value ($000) $3,344 Shares 21,885 Est. Cost $78.90 Unrealized +80.2%
VTI VANGUARD TOTAL STOCK MKT INDEX 1.0%
Value ($000) $2,919 Shares 12,820 Est. Cost $141.25 Unrealized
XOM EXXON MOBIL CORPORATION 0.9%
Value ($000) $2,726 Shares 33,010 Est. Cost $54.81 Unrealized +23.9%
NVDA NVIDIA CORP COM 0.9%
Value ($000) $2,644 Shares 9,691 Est. Cost $18.87 Unrealized +32.6%
ABBV ABBVIE INC. COM 0.9%
Value ($000) $2,639 Shares 16,278 Est. Cost $52.55 Unrealized +140.5%
GOOG ALPHABET INC CLASS C 0.9%
Value ($000) $2,567 Shares 919 Est. Cost $42.22 Unrealized +219.6%
DIS DISNEY WALT CO COM DISNEY 0.8%
Value ($000) $2,505 Shares 18,265 Est. Cost $92.48 Unrealized +52.7%
WMT WAL-MART STORES INC 0.8%
Value ($000) $2,503 Shares 16,811 Est. Cost $29.78 Unrealized +49.7%
LLY LILLY ELI & COMPANY 0.8%
Value ($000) $2,454 Shares 8,569 Est. Cost $78.51 Unrealized +216.5%
CAT CATERPILLAR INC 0.8%
Value ($000) $2,383 Shares 10,697 Est. Cost $75.12 Unrealized +160.2%
INTC INTEL CORP 0.8%
Value ($000) $2,339 Shares 47,192 Est. Cost $34.06 Unrealized +35.6%
AXP AMERICAN EXPRESS COMPANY 0.8%
Value ($000) $2,319 Shares 12,399 Est. Cost $74.42 Unrealized +130.8%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $2,243 Shares 8,208 Est. Cost $93.40 Unrealized +146.9%
NKE NIKE INC CLASS B 0.7%
Value ($000) $2,155 Shares 16,017 Est. Cost $60.83 Unrealized +116.9%
ADP AUTOMATIC DATA PROCESSING INC 0.7%
Value ($000) $2,155 Shares 9,473 Est. Cost $75.02 Unrealized +162.5%
AVGO BROADCOM INC COM 0.7%
Value ($000) $2,130 Shares 3,383 Est. Cost $21.85 Unrealized +152.1%
PEP PEPSICO INCORPORATED 0.7%
Value ($000) $2,063 Shares 12,328 Est. Cost $74.79 Unrealized +98.5%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $2,060 Shares 49,966 Est. Cost $20.29 Unrealized +101.2%
AMAT APPLIED MATERIALS INC 0.7%
Value ($000) $2,048 Shares 15,539 Est. Cost $24.77 Unrealized +436.5%
DE DEERE & CO 0.7%
Value ($000) $2,015 Shares 4,848 Est. Cost $115.17 Unrealized +215.2%
YUM YUM BRANDS INC 0.7%
Value ($000) $2,010 Shares 16,958 Est. Cost $47.24 Unrealized +142.2%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $2,006 Shares 3,484 Est. Cost $198.53 Unrealized +152.3%
VNQ VANGUARD REAL ESTATE ETF 0.7%
Value ($000) $1,952 Shares 18,014 Est. Cost $86.43 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $1,938 Shares 34,755 Est. Cost $21.27 Unrealized +136.4%
ENSTAR GROUP LTD F 0.6%
Value ($000) $1,810 Shares 6,930 Est. Cost $234.71 Unrealized
LOW LOWES COMPANIES INC 0.6%
Value ($000) $1,792 Shares 8,862 Est. Cost $67.00 Unrealized +218.5%
DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,777 Shares 15,914 Est. Cost $86.67 Unrealized
PFE PFIZER INCORPORATED 0.6%
Value ($000) $1,767 Shares 34,127 Est. Cost $24.00 Unrealized +77.0%
ELV ANTHEM INC COM 0.6%
Value ($000) $1,741 Shares 3,545 Est. Cost $161.33 Unrealized +168.2%
SPY S P D R S&P 500 ETF TR EXPIRIN 0.6%
Value ($000) $1,708 Shares 3,782 Est. Cost $264.13 Unrealized
SVB FINL GROUP COM 0.6%
Value ($000) $1,698 Shares 3,035 Est. Cost $412.58 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $1,653 Shares 10,819 Est. Cost $77.37 Unrealized +98.5%
RF REGIONS FINANCIAL CP NEW 0.5%
Value ($000) $1,632 Shares 73,298 Est. Cost $8.34 Unrealized +138.4%
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $1,623 Shares 8,340 Est. Cost $94.36 Unrealized +80.5%
KO COCA COLA COMPANY 0.5%
Value ($000) $1,595 Shares 25,721 Est. Cost $34.40 Unrealized +57.1%
QQQ INVESCO QQQ TR UNIT SER 1 0.5%
Value ($000) $1,593 Shares 4,393 Est. Cost $253.01 Unrealized
MRK MERCK & CO INC NEW 0.5%
Value ($000) $1,584 Shares 19,300 Est. Cost $50.43 Unrealized +38.5%
VB VANGUARD SMALL CAP INDEX ETF 0.5%
Value ($000) $1,525 Shares 7,174 Est. Cost $210.42 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,517 Shares 20,768 Est. Cost $45.70 Unrealized +24.4%
VONE VANGUARD SCOTTSDALE FD VNG RUS 0.5%
Value ($000) $1,508 Shares 7,280 Est. Cost $98.86 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.5%
Value ($000) $1,477 Shares 28,986 Est. Cost $34.19 Unrealized +21.4%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,452 Shares 7,946 Est. Cost $81.58 Unrealized +94.7%
RTX RAYTHEON TECHNOLOGIES COM 0.5%
Value ($000) $1,446 Shares 14,598 Est. Cost $56.21 Unrealized +54.4%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $1,442 Shares 7,858 Est. Cost $67.00 Unrealized +134.7%
V VISA INC COM CL A 0.5%
Value ($000) $1,377 Shares 6,210 Est. Cost $173.36 Unrealized +21.2%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,373 Shares 16,211 Est. Cost $58.73 Unrealized +22.7%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,328 Shares 28,363 Est. Cost $26.83 Unrealized +59.7%
AFL A F L A C INC 0.4%
Value ($000) $1,211 Shares 18,807 Est. Cost $32.28 Unrealized +77.5%
T AT&T INC COM 0.4%
Value ($000) $1,184 Shares 50,107 Est. Cost $13.84 Unrealized +7.7%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,177 Shares 4,882 Est. Cost $119.37 Unrealized +71.6%
MCD MC DONALDS CORP 0.4%
Value ($000) $1,155 Shares 4,669 Est. Cost $90.25 Unrealized +152.4%
TGT TARGET CORPORATION 0.4%
Value ($000) $1,128 Shares 5,315 Est. Cost $63.40 Unrealized +201.8%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,120 Shares 21,436 Est. Cost $25.37 Unrealized +46.4%
USB U S BANCORP DEL NEW 0.4%
Value ($000) $1,108 Shares 20,852 Est. Cost $30.36 Unrealized +57.6%
VMC VULCAN MATERIALS COMPANY 0.4%
Value ($000) $1,105 Shares 6,017 Est. Cost $72.85 Unrealized +148.3%
AMT AMERICAN TOWER CORP REIT 0.4%
Value ($000) $1,102 Shares 4,385 Est. Cost $94.92 Unrealized +126.4%
EPD ENTERPRISE PRD PRTNRS LP 0.4%
Value ($000) $1,099 Shares 42,579 Est. Cost $33.60 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $1,097 Shares 9,265 Est. Cost $52.79 Unrealized +118.5%
GL GLOBE LIFE INC COM 0.4%
Value ($000) $1,081 Shares 10,745 Est. Cost $86.06 Unrealized +14.1%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $1,040 Shares 10,240 Est. Cost $47.72 Unrealized +61.3%
ENB ENBRIDGE INC F 0.3%
Value ($000) $1,030 Shares 22,356 Est. Cost $24.64 Unrealized +35.1%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $1,012 Shares 3,805 Est. Cost $115.02 Unrealized +109.6%
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $1,011 Shares 7,777 Est. Cost $98.07 Unrealized +14.3%
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $1,000 Shares 1,693 Est. Cost $210.73 Unrealized +169.6%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $945 Shares 7,376 Est. Cost $80.74 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $941 Shares 10,022 Est. Cost $53.76 Unrealized +54.0%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $930 Shares 19,200 Est. Cost $39.05 Unrealized +24.2%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $913 Shares 7,418 Est. Cost $83.70 Unrealized +36.2%
TBRG COMPUTER PROGRAMS & SYS 0.3%
Value ($000) $911 Shares 26,451 Est. Cost $28.32 Unrealized +8.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $908 Shares 6,652 Est. Cost $35.30 Unrealized +210.8%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $903 Shares 3,167 Est. Cost $82.37 Unrealized +207.1%
MS MORGAN STANLEY 0.3%
Value ($000) $887 Shares 10,154 Est. Cost $28.02 Unrealized +202.0%
IVV ISHARES TR S&P 500 INDEX 0.3%
Value ($000) $885 Shares 1,951 Est. Cost $358.98 Unrealized
TTD THE TRADE DESK INC COM CL A 0.3%
Value ($000) $866 Shares 12,504 Est. Cost $60.36 Unrealized +19.7%
MAGELLAN MIDSTREAM PRT COM UNI 0.3%
Value ($000) $862 Shares 17,568 Est. Cost $76.79 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $853 Shares 13,583 Est. Cost $46.67 Unrealized +25.7%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $850 Shares 10,280 Est. Cost $36.54 Unrealized +110.6%
CLX CLOROX COMPANY 0.3%
Value ($000) $843 Shares 6,060 Est. Cost $92.54 Unrealized +45.6%
CVS C V S CAREMARK CORP 0.3%
Value ($000) $837 Shares 8,269 Est. Cost $60.25 Unrealized +52.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $834 Shares 1,889 Est. Cost $323.37 Unrealized +12.9%
COP CONOCOPHILLIPS 0.3%
Value ($000) $823 Shares 8,229 Est. Cost $34.76 Unrealized +129.1%
KLAC KLA CORP 0.3%
Value ($000) $819 Shares 2,237 Est. Cost $111.91 Unrealized +220.8%
MARVELL TECHNOLOGY GRO ORD 0.3%
Value ($000) $814 Shares 11,351 Est. Cost $57.95 Unrealized
VEA VANGUARD DEVELOPED MKTS INDEX 0.3%
Value ($000) $790 Shares 16,461 Est. Cost $45.37 Unrealized
PPG P P G INDUSTRIES INC 0.3%
Value ($000) $762 Shares 5,813 Est. Cost $91.74 Unrealized +45.9%
GLW CORNING INC 0.2%
Value ($000) $741 Shares 20,061 Est. Cost $15.02 Unrealized +132.5%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $740 Shares 9,763 Est. Cost $55.20 Unrealized +31.0%
YUMC YUM CHINA HLDGS INC COM 0.2%
Value ($000) $740 Shares 17,814 Est. Cost $27.13 Unrealized +73.6%
CERNER CORP 0.2%
Value ($000) $713 Shares 7,620 Est. Cost $63.62 Unrealized
MSEX MIDDLESEX WATER CO COM 0.2%
Value ($000) $709 Shares 6,740 Est. Cost $27.84 Unrealized +266.2%
BA BOEING CO 0.2%
Value ($000) $700 Shares 3,653 Est. Cost $147.21 Unrealized +36.3%
C CITIGROUP INC NEW 0.2%
Value ($000) $699 Shares 13,086 Est. Cost $47.13 Unrealized +13.5%
META FACEBOOK INC CL A 0.2%
Value ($000) $686 Shares 3,085 Est. Cost $177.13 Unrealized +40.1%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $681 Shares 11,458 Est. Cost $68.57 Unrealized -19.6%
ALL ALLSTATE CORPORATION 0.2%
Value ($000) $678 Shares 4,896 Est. Cost $53.03 Unrealized +115.5%
IUSG ISHARES CORE S&P US GROWTH ETF 0.2%
Value ($000) $670 Shares 6,344 Est. Cost $102.46 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $668 Shares 2,678 Est. Cost $200.00 Unrealized +33.3%
LINDE PLC COM 0.2%
Value ($000) $667 Shares 2,087 Est. Cost $174.88 Unrealized
APD AIR PROD & CHEMICALS INC 0.2%
Value ($000) $666 Shares 2,663 Est. Cost $124.68 Unrealized +86.0%
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $660 Shares 15,965 Est. Cost $45.03 Unrealized -20.3%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $646 Shares 5,824 Est. Cost $61.94 Unrealized +51.2%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $640 Shares 7,405 Est. Cost $55.75 Unrealized +30.6%
AMERICAN INTL GROUP COM 0.2%
Value ($000) $638 Shares 10,170 Est. Cost $54.59 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $636 Shares 1,423 Est. Cost $301.30 Unrealized +28.7%
NFLX NETFLIX INC COM 0.2%
Value ($000) $632 Shares 1,685 Est. Cost $24.53 Unrealized +69.7%
CCI CROWN CASTLE INTL CORP COM 0.2%
Value ($000) $624 Shares 3,382 Est. Cost $93.77 Unrealized +55.4%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $619 Shares 5,352 Est. Cost $121.93 Unrealized +8.9%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $605 Shares 10,673 Est. Cost $42.00 Unrealized +20.5%
FDX FEDEX CORPORATION 0.2%
Value ($000) $604 Shares 2,609 Est. Cost $151.10 Unrealized +43.0%
MA MASTERCARD INC 0.2%
Value ($000) $590 Shares 1,651 Est. Cost $180.43 Unrealized +94.9%
MNMB MERCHANTS & MARINE BAN CAP STK 0.2%
Value ($000) $589 Shares 15,010 Est. Cost $39.17 Unrealized +0.0%
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $588 Shares 2,640 Est. Cost $184.70 Unrealized +7.7%
IUSV ISHARES CORE S&P US VALUE ETF 0.2%
Value ($000) $581 Shares 7,653 Est. Cost $70.82 Unrealized
ET ENERGY TRANSFER LP COM UT LTD 0.2%
Value ($000) $569 Shares 50,816 Est. Cost $19.88 Unrealized
O REALTY INCOME CORP REIT 0.2%
Value ($000) $561 Shares 8,095 Est. Cost $30.90 Unrealized +79.1%
CME CME GROUP INC CL A CLASS A 0.2%
Value ($000) $560 Shares 2,354 Est. Cost $60.31 Unrealized +232.8%
BNS BANK OF NOVA SCOTIA F 0.2%
Value ($000) $549 Shares 7,650 Est. Cost $33.88 Unrealized +73.1%
AMD ADVANCED MICRO DEVICES COM 0.2%
Value ($000) $545 Shares 4,980 Est. Cost $88.94 Unrealized +34.2%
CB CHUBB LIMITED COM 0.2%
Value ($000) $535 Shares 2,500 Est. Cost $103.34 Unrealized +86.7%
WAT WATERS CORP 0.2%
Value ($000) $532 Shares 1,715 Est. Cost $109.55 Unrealized +197.0%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $529 Shares 4,427 Est. Cost $46.16 Unrealized +114.9%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.2%
Value ($000) $529 Shares 100 Est. Cost $199512.94 Unrealized +143.3%
FLR FLUOR CORPORATION NEW 0.2%
Value ($000) $515 Shares 17,960 Est. Cost $10.49 Unrealized +130.0%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $505 Shares 2,088 Est. Cost $120.35 Unrealized +68.9%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $499 Shares 5,092 Est. Cost $41.72 Unrealized +109.6%
EBAY EBAY INC COM 0.2%
Value ($000) $493 Shares 8,609 Est. Cost $21.53 Unrealized +150.9%
VWO VANGUARD MSCI EMERGING MKTS ET 0.2%
Value ($000) $486 Shares 10,534 Est. Cost $45.54 Unrealized
URI UNITED RENTALS INC COM 0.2%
Value ($000) $481 Shares 1,355 Est. Cost $74.22 Unrealized +326.1%
GENERAL ELECTRIC COMPANY 0.2%
Value ($000) $479 Shares 5,234 Est. Cost $20.60 Unrealized
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $475 Shares 703 Est. Cost $71.02 Unrealized +15.6%
NVS NOVARTIS A G SPON ADR F SPONSO 0.2%
Value ($000) $474 Shares 5,404 Est. Cost $91.22 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $471 Shares 3,438 Est. Cost $55.57 Unrealized +93.7%
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $468 Shares 11,430 Est. Cost $29.08 Unrealized
EIX EDISON INTERNATIONAL 0.2%
Value ($000) $463 Shares 6,608 Est. Cost $40.28 Unrealized +33.0%
ADM ARCHER-DANIELS-MID CO 0.2%
Value ($000) $451 Shares 5,000 Est. Cost $37.61 Unrealized +85.1%
SBLK STAR BULK CARRIERS CORP 0.1%
Value ($000) $445 Shares 15,000 Est. Cost $21.04 Unrealized +24.3%
SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $443 Shares 903 Est. Cost $263.89 Unrealized
HEWLETT-PACKARD COMPANY 0.1%
Value ($000) $442 Shares 12,183 Est. Cost $37.87 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $442 Shares 2,506 Est. Cost $102.72 Unrealized +74.8%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $422 Shares 2,665 Est. Cost $61.96 Unrealized +130.0%
DGX QUEST DIAGNOSTIC INC 0.1%
Value ($000) $422 Shares 3,080 Est. Cost $67.52 Unrealized +91.3%
BR BROADRIDGE FINL SOLUTION 0.1%
Value ($000) $415 Shares 2,667 Est. Cost $54.04 Unrealized +165.4%
WALGREENS BOOTS ALLIAN COM 0.1%
Value ($000) $414 Shares 9,237 Est. Cost $75.28 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $412 Shares 3,846 Est. Cost $157.97 Unrealized -27.4%
CSX C S X CORP 0.1%
Value ($000) $404 Shares 10,794 Est. Cost $25.14 Unrealized +33.2%
HPE HEWLETT PACKARD ENTERP COM 0.1%
Value ($000) $404 Shares 24,151 Est. Cost $8.58 Unrealized +74.4%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $395 Shares 1,785 Est. Cost $111.68 Unrealized +79.8%
SYY SYSCO CORPORATION 0.1%
Value ($000) $377 Shares 4,623 Est. Cost $36.98 Unrealized +96.4%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.1%
Value ($000) $375 Shares 3,450 Est. Cost $174.71 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $362 Shares 2,432 Est. Cost $102.18 Unrealized +12.1%
FMC F M C CORP NEW 0.1%
Value ($000) $360 Shares 2,739 Est. Cost $55.67 Unrealized +84.1%
CWT CALIFORNIA WTR SVC GRP COM 0.1%
Value ($000) $356 Shares 6,000 Est. Cost $20.40 Unrealized +169.8%
VV VANGUARD INDEX FDS LARGE CAP E 0.1%
Value ($000) $355 Shares 1,701 Est. Cost $139.19 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $354 Shares 2,315 Est. Cost $112.24 Unrealized +38.8%
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $351 Shares 2,000 Est. Cost $135.50 Unrealized
CINF CINCINNATI FINANCIAL CP 0.1%
Value ($000) $347 Shares 2,553 Est. Cost $68.47 Unrealized +62.3%
GENERAL MTRS CORP COM 0.1%
Value ($000) $339 Shares 7,740 Est. Cost $55.28 Unrealized
VDE VANGUARD WORLD FDS ENERGY ETF 0.1%
Value ($000) $335 Shares 3,129 Est. Cost $79.20 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $327 Shares 3,250 Est. Cost $130.46 Unrealized
RH RH COM 0.1%
Value ($000) $326 Shares 1,000 Est. Cost $181.18 Unrealized +120.8%
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $320 Shares 8,455 Est. Cost $22.32 Unrealized +52.9%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $319 Shares 4,342 Est. Cost $22.39 Unrealized +34.3%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $317 Shares 1,512 Est. Cost $149.95 Unrealized +35.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $311 Shares 1,885 Est. Cost $99.37 Unrealized +52.2%
PROLOGIS SH BEN INT 0.1%
Value ($000) $311 Shares 1,926 Est. Cost $106.20 Unrealized
CE CELANESE CORP DEL COM SER A 0.1%
Value ($000) $309 Shares 2,164 Est. Cost $78.75 Unrealized +81.3%
PRA PROASSURANCE CORPORATION 0.1%
Value ($000) $306 Shares 11,372 Est. Cost $48.38 Unrealized -48.9%
VFC V F CORPORATION 0.1%
Value ($000) $302 Shares 5,316 Est. Cost $66.58 Unrealized -6.9%
VOE VANGUARD INDEX FDS MCAP VL IDX 0.1%
Value ($000) $301 Shares 2,012 Est. Cost $134.69 Unrealized
SNAP SNAP INC CL A 0.1%
Value ($000) $298 Shares 8,275 Est. Cost $36.17 Unrealized 0.0%
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $297 Shares 1,168 Est. Cost $153.89 Unrealized
AA ALCOA CORP COM 0.1%
Value ($000) $294 Shares 3,263 Est. Cost $69.55 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORA COM 0.1%
Value ($000) $289 Shares 6,309 Est. Cost $33.81 Unrealized +31.9%
VMWARE INC CL A COM 0.1%
Value ($000) $289 Shares 2,534 Est. Cost $115.46 Unrealized
ORLY O REILLY AUTOMOTIVE IN COM 0.1%
Value ($000) $288 Shares 420 Est. Cost $30.98 Unrealized +44.2%
GWW GRAINGER W W INC 0.1%
Value ($000) $279 Shares 540 Est. Cost $371.45 Unrealized +27.4%
DOW DOW INC COM 0.1%
Value ($000) $272 Shares 4,271 Est. Cost $40.07 Unrealized +20.5%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $269 Shares 1,050 Est. Cost $206.67 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $266 Shares 2,920 Est. Cost $61.17 Unrealized +40.5%
HSY HERSHEY COMPANY 0.1%
Value ($000) $262 Shares 1,210 Est. Cost $150.65 Unrealized +22.4%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $259 Shares 3,346 Est. Cost $49.09 Unrealized +55.6%
PIONEER NAT RES CO COM 0.1%
Value ($000) $258 Shares 1,032 Est. Cost $250.00 Unrealized
KINDER MORGAN INC KANS COM 0.1%
Value ($000) $256 Shares 13,559 Est. Cost $14.26 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $248 Shares 5,367 Est. Cost $30.38 Unrealized +27.2%
GLAXOSMITHKLINE PLC ADRF SPONS 0.1%
Value ($000) $243 Shares 5,581 Est. Cost $39.78 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $243 Shares 3,153 Est. Cost $60.07 Unrealized +25.0%
CTVA CORTEVA INC COM 0.1%
Value ($000) $235 Shares 4,094 Est. Cost $48.99 Unrealized 0.0%
ANHEUSER BUSCH COS INC COM 0.1%
Value ($000) $234 Shares 3,900 Est. Cost $60.00 Unrealized
TROW ROWE T PRICE GROUP INC 0.1%
Value ($000) $226 Shares 1,493 Est. Cost $104.97 Unrealized +22.9%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $226 Shares 1,983 Est. Cost $98.48 Unrealized 0.0%
PRF INVESCO EXCHANGE TRADE FTSE RA 0.1%
Value ($000) $223 Shares 1,303 Est. Cost $151.67 Unrealized
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $219 Shares 2,510 Est. Cost $81.45 Unrealized 0.0%
DVY ISHARES DJ SELECT DIV FD SELEC 0.1%
Value ($000) $218 Shares 1,703 Est. Cost $122.72 Unrealized
UNILEVER PLC ADR NEW F SPONSOR 0.1%
Value ($000) $217 Shares 4,772 Est. Cost $60.29 Unrealized
F FORD MOTOR COMPANY NEW 0.1%
Value ($000) $217 Shares 12,849 Est. Cost $14.55 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $215 Shares 3,277 Est. Cost $58.93 Unrealized +8.0%
SLF SUN LIFE FINL INC COM 0.1%
Value ($000) $215 Shares 3,848 Est. Cost $55.28 Unrealized -0.4%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $215 Shares 1,013 Est. Cost $251.69 Unrealized -15.5%
D DOMINION RES VA NEW COM 0.1%
Value ($000) $210 Shares 2,478 Est. Cost $66.91 Unrealized 0.0%
MP MP MATERIALS CORP COM CL A 0.1%
Value ($000) $208 Shares 3,623 Est. Cost $44.01 Unrealized 0.0%
CRGY CRESCENT ENERGY COMPANY 0.1%
Value ($000) $208 Shares 12,000 Est. Cost $12.39 Unrealized 0.0%
VANGUARD SPECIALIZED DIV APP E 0.1%
Value ($000) $206 Shares 1,268 Est. Cost $171.49 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $205 Shares 679 Est. Cost $340.23 Unrealized -14.1%
ADSK AUTODESK INC 0.1%
Value ($000) $205 Shares 955 Est. Cost $196.57 Unrealized +17.2%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $203 Shares 10,045 Est. Cost $14.98 Unrealized +34.9%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $203 Shares 430 Est. Cost $463.39 Unrealized -5.2%
XYZ SQUARE INC CL A 0.1%
Value ($000) $203 Shares 1,500 Est. Cost $141.19 Unrealized -14.3%
MATTERPORT, INC. 0.1%
Value ($000) $162 Shares 20,000 Est. Cost $8.10 Unrealized
AZMCF ARIZONA METALS CORP 0.0%
Value ($000) $137 Shares 26,000 Est. Cost $4.86 Unrealized 0.0%
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $37 Shares 11,260 Est. Cost $4.97 Unrealized
AMERICAN PACIFIC MINING CORP 0.0%
Value ($000) $18 Shares 25,000 Est. Cost $0.72 Unrealized
LOTUS RESOURCES LTD 0.0%
Value ($000) $6 Shares 21,000 Est. Cost $0.29 Unrealized