MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

CIK: 0001632105 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 7, 2022

Total Value ($000): $260,039 (100.0% shares, 0.0% debt)

Holdings (224)

AAPL APPLE INC 8.4%
Value ($000) $21,783 Shares 157,618 Est. Cost $92.04 Unrealized +67.6%
VANGUARD 500 INDEX ETF 3.5%
Value ($000) $9,197 Shares 28,015 Est. Cost $350.07 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $8,632 Shares 37,065 Est. Cost $92.93 Unrealized +176.4%
VUG VANGUARD GROWTH INDEX ETF 2.9%
Value ($000) $7,627 Shares 35,648 Est. Cost $213.99 Unrealized
SFBS SERVISFIRST BANCSHARES COM 2.7%
Value ($000) $6,961 Shares 87,017 Est. Cost $64.15 Unrealized +23.4%
VTV VANGUARD VALUE INDEX ETF 2.2%
Value ($000) $5,612 Shares 45,452 Est. Cost $115.88 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $4,708 Shares 28,822 Est. Cost $99.97 Unrealized +53.0%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $4,695 Shares 9,296 Est. Cost $107.93 Unrealized +358.7%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.7%
Value ($000) $4,548 Shares 17,034 Est. Cost $190.83 Unrealized +49.1%
HD HOME DEPOT INC 1.6%
Value ($000) $4,155 Shares 15,056 Est. Cost $94.59 Unrealized +186.2%
VO VANGUARD MID CAP INDEX ETF 1.6%
Value ($000) $4,115 Shares 21,892 Est. Cost $204.70 Unrealized
AMZN AMAZON.COM INC 1.5%
Value ($000) $3,850 Shares 34,067 Est. Cost $122.75 Unrealized +3.0%
VTI VANGUARD TOTAL STOCK MKT INDEX 1.5%
Value ($000) $3,776 Shares 21,041 Est. Cost $156.30 Unrealized
SO THE SOUTHERN COMPANY 1.4%
Value ($000) $3,523 Shares 51,813 Est. Cost $36.72 Unrealized +82.3%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $3,503 Shares 33,525 Est. Cost $68.14 Unrealized +55.0%
GOOGL ALPHABET INC A 1.3%
Value ($000) $3,282 Shares 34,303 Est. Cost $106.87 Unrealized +3.0%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $3,280 Shares 22,827 Est. Cost $74.21 Unrealized +79.0%
TSLA TESLA MTRS INC COM 1.2%
Value ($000) $3,015 Shares 11,367 Est. Cost $237.78 Unrealized +17.4%
PG PROCTER & GAMBLE 1.1%
Value ($000) $2,922 Shares 23,144 Est. Cost $81.98 Unrealized +59.3%
XOM EXXON MOBIL CORPORATION 1.1%
Value ($000) $2,758 Shares 31,595 Est. Cost $54.81 Unrealized +48.4%
LLY ELI LILLY & CO 1.0%
Value ($000) $2,596 Shares 8,028 Est. Cost $78.51 Unrealized +292.4%
WMT WAL-MART STORES INC 0.9%
Value ($000) $2,447 Shares 18,865 Est. Cost $31.13 Unrealized +34.9%
ADBE ADOBE INC COM 0.9%
Value ($000) $2,218 Shares 8,061 Est. Cost $130.06 Unrealized +190.9%
ABBV ABBVIE INC. COM 0.8%
Value ($000) $2,186 Shares 16,290 Est. Cost $55.42 Unrealized +129.3%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $2,186 Shares 9,663 Est. Cost $76.57 Unrealized +186.1%
QQQ INVESCO QQQ TR UNIT SER 1 0.8%
Value ($000) $2,115 Shares 7,912 Est. Cost $260.94 Unrealized
PEP PEPSICO INCORPORATED 0.8%
Value ($000) $2,031 Shares 12,440 Est. Cost $76.00 Unrealized +103.2%
GOOG ALPHABET INC CLASS C 0.7%
Value ($000) $1,929 Shares 20,056 Est. Cost $107.71 Unrealized +2.9%
MRK MERCK & CO INC 0.7%
Value ($000) $1,881 Shares 21,845 Est. Cost $53.69 Unrealized +49.8%
VB VANGUARD SMALL CAP INDEX ETF 0.7%
Value ($000) $1,872 Shares 10,951 Est. Cost $196.96 Unrealized
YUM YUM BRANDS INC 0.7%
Value ($000) $1,822 Shares 17,129 Est. Cost $47.98 Unrealized +126.7%
CAT CATERPILLAR INC 0.7%
Value ($000) $1,752 Shares 10,680 Est. Cost $75.12 Unrealized +129.2%
KO COCA COLA COMPANY 0.7%
Value ($000) $1,720 Shares 30,704 Est. Cost $37.99 Unrealized +47.6%
SPY S P D R S&P 500 ETF TR EXPIRIN 0.7%
Value ($000) $1,715 Shares 4,801 Est. Cost $286.37 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $1,695 Shares 12,564 Est. Cost $75.66 Unrealized +91.6%
ELV ELEVANCE HEALTH INC 0.6%
Value ($000) $1,685 Shares 3,710 Est. Cost $174.64 Unrealized +160.7%
DIS DISNEY WALT CO COM DISNEY 0.6%
Value ($000) $1,683 Shares 17,839 Est. Cost $92.48 Unrealized +13.1%
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $1,655 Shares 3,505 Est. Cost $198.53 Unrealized +150.9%
RF REGIONS FINANCIAL CP NEW 0.6%
Value ($000) $1,627 Shares 81,083 Est. Cost $9.25 Unrealized +96.2%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $1,625 Shares 8,649 Est. Cost $67.00 Unrealized +172.2%
DE DEERE & CO 0.6%
Value ($000) $1,624 Shares 4,864 Est. Cost $115.17 Unrealized +183.5%
UNP UNION PACIFIC CORP 0.6%
Value ($000) $1,620 Shares 8,317 Est. Cost $95.12 Unrealized +114.7%
AVGO BROADCOM INC COM 0.6%
Value ($000) $1,603 Shares 3,610 Est. Cost $23.43 Unrealized +105.2%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $1,560 Shares 38,998 Est. Cost $23.41 Unrealized +71.1%
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $1,512 Shares 18,855 Est. Cost $86.28 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $1,493 Shares 49,439 Est. Cost $20.29 Unrealized +50.8%
DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,493 Shares 16,058 Est. Cost $86.67 Unrealized
PFE PFIZER INCORPORATED 0.6%
Value ($000) $1,487 Shares 33,978 Est. Cost $24.00 Unrealized +68.4%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,429 Shares 20,098 Est. Cost $45.70 Unrealized +36.3%
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $1,362 Shares 8,157 Est. Cost $94.36 Unrealized +71.8%
NKE NIKE INC CLASS B 0.5%
Value ($000) $1,337 Shares 16,089 Est. Cost $60.83 Unrealized +67.0%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,289 Shares 16,433 Est. Cost $59.06 Unrealized +30.6%
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $1,288 Shares 15,720 Est. Cost $25.56 Unrealized +265.8%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $1,285 Shares 8,303 Est. Cost $71.54 Unrealized +112.0%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,274 Shares 11,276 Est. Cost $79.18 Unrealized +60.5%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,223 Shares 7,983 Est. Cost $81.58 Unrealized +86.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,212 Shares 14,802 Est. Cost $56.68 Unrealized +47.9%
NVDA NVIDIA CORP COM 0.5%
Value ($000) $1,195 Shares 9,848 Est. Cost $18.83 Unrealized -16.1%
VONE VANGUARD SCOTTSDALE FD VNG RUS 0.5%
Value ($000) $1,188 Shares 7,272 Est. Cost $98.86 Unrealized
ENSTAR GROUP LTD F 0.5%
Value ($000) $1,175 Shares 6,930 Est. Cost $234.71 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,154 Shares 44,780 Est. Cost $34.06 Unrealized -5.2%
GL GLOBE LIFE INC COM 0.4%
Value ($000) $1,147 Shares 11,503 Est. Cost $86.82 Unrealized +12.4%
MCD MC DONALDS CORP 0.4%
Value ($000) $1,114 Shares 4,827 Est. Cost $94.09 Unrealized +151.1%
AFL A F L A C INC 0.4%
Value ($000) $1,078 Shares 19,175 Est. Cost $32.89 Unrealized +65.9%
EPD ENTERPRISE PRD PRTNRS LP 0.4%
Value ($000) $1,038 Shares 43,647 Est. Cost $33.36 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,034 Shares 4,873 Est. Cost $119.37 Unrealized +76.6%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $1,032 Shares 8,690 Est. Cost $100.12 Unrealized +15.5%
SVB FINL GROUP COM 0.4%
Value ($000) $1,022 Shares 3,045 Est. Cost $412.58 Unrealized
T AT&T INC COM 0.4%
Value ($000) $984 Shares 64,159 Est. Cost $14.32 Unrealized +5.4%
V VISA INC COM CL A 0.4%
Value ($000) $982 Shares 5,525 Est. Cost $173.36 Unrealized +14.4%
AMT AMERICAN TOWER CORP REIT 0.4%
Value ($000) $957 Shares 4,459 Est. Cost $97.15 Unrealized +135.5%
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $948 Shares 8,870 Est. Cost $47.72 Unrealized +108.2%
VMC VULCAN MATERIALS COMPANY 0.4%
Value ($000) $948 Shares 6,008 Est. Cost $72.85 Unrealized +117.2%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $937 Shares 31,955 Est. Cost $27.56 Unrealized +22.2%
VZ VERIZON COMMUNICATIONS COM 0.4%
Value ($000) $932 Shares 24,555 Est. Cost $34.19 Unrealized +4.6%
TGT TARGET CORPORATION 0.4%
Value ($000) $926 Shares 6,243 Est. Cost $77.32 Unrealized +84.9%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $921 Shares 9,517 Est. Cost $54.04 Unrealized +85.1%
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $903 Shares 1,781 Est. Cost $227.70 Unrealized +143.4%
VEA VANGUARD DEVELOPED MKTS INDEX 0.3%
Value ($000) $901 Shares 24,766 Est. Cost $42.55 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $861 Shares 21,317 Est. Cost $25.37 Unrealized +30.3%
YUMC YUM CHINA HLDGS INC COM 0.3%
Value ($000) $857 Shares 18,103 Est. Cost $27.46 Unrealized +74.9%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $855 Shares 10,302 Est. Cost $54.80 Unrealized +47.7%
COP CONOCOPHILLIPS 0.3%
Value ($000) $851 Shares 8,316 Est. Cost $37.96 Unrealized +132.3%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $851 Shares 3,818 Est. Cost $115.02 Unrealized +103.9%
ENB ENBRIDGE INC F 0.3%
Value ($000) $846 Shares 22,799 Est. Cost $24.82 Unrealized +36.2%
USB U S BANCORP DEL NEW 0.3%
Value ($000) $839 Shares 20,797 Est. Cost $30.36 Unrealized +29.2%
DG DOLLAR GEN CORP NEW COM 0.3%
Value ($000) $825 Shares 3,442 Est. Cost $193.96 Unrealized +19.6%
MAGELLAN MIDSTREAM PRT COM UNI 0.3%
Value ($000) $825 Shares 17,374 Est. Cost $76.79 Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $824 Shares 7,322 Est. Cost $83.70 Unrealized +36.6%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $822 Shares 7,376 Est. Cost $80.74 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $777 Shares 14,171 Est. Cost $47.28 Unrealized +19.7%
TTD THE TRADE DESK INC COM CL A 0.3%
Value ($000) $777 Shares 13,007 Est. Cost $60.23 Unrealized -5.5%
MS MORGAN STANLEY 0.3%
Value ($000) $775 Shares 9,805 Est. Cost $28.02 Unrealized +168.5%
PAYX PAYCHEX INC 0.3%
Value ($000) $775 Shares 6,907 Est. Cost $38.14 Unrealized +193.9%
WFC WELLS FARGO & CO 0.3%
Value ($000) $771 Shares 19,164 Est. Cost $39.05 Unrealized +0.8%
CVS C V S CAREMARK CORP 0.3%
Value ($000) $770 Shares 8,072 Est. Cost $60.25 Unrealized +45.5%
GLW CORNING INC 0.3%
Value ($000) $756 Shares 26,032 Est. Cost $18.68 Unrealized +64.6%
MNMB MERCHANTS & MARINE BAN CAP STK 0.3%
Value ($000) $740 Shares 20,010 Est. Cost $39.09 Unrealized -3.5%
TBRG COMPUTER PROGRAMS & SYS 0.3%
Value ($000) $737 Shares 26,451 Est. Cost $28.32 Unrealized +9.0%
CLX CLOROX COMPANY 0.3%
Value ($000) $724 Shares 5,641 Est. Cost $92.54 Unrealized +39.2%
BND VANGUARD BD INDEX FD TOTAL BND 0.3%
Value ($000) $689 Shares 9,666 Est. Cost $71.28 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $688 Shares 1,782 Est. Cost $325.24 Unrealized +17.1%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $687 Shares 9,773 Est. Cost $55.20 Unrealized +31.3%
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $686 Shares 15,763 Est. Cost $41.59 Unrealized -3.3%
KLAC KLA CORP 0.3%
Value ($000) $683 Shares 2,257 Est. Cost $111.91 Unrealized +199.0%
APD AIR PROD & CHEMICALS INC 0.3%
Value ($000) $675 Shares 2,902 Est. Cost $133.72 Unrealized +69.3%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $673 Shares 3,212 Est. Cost $84.34 Unrealized +164.2%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $672 Shares 1,428 Est. Cost $301.30 Unrealized +49.6%
PPG P P G INDUSTRIES INC 0.2%
Value ($000) $647 Shares 5,848 Est. Cost $91.74 Unrealized +25.3%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $632 Shares 10,343 Est. Cost $36.54 Unrealized +92.0%
LINDE PLC 0.2%
Value ($000) $629 Shares 2,334 Est. Cost $184.28 Unrealized
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $626 Shares 17,436 Est. Cost $44.11 Unrealized -24.3%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $612 Shares 7,583 Est. Cost $56.25 Unrealized +34.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $610 Shares 9,887 Est. Cost $68.57 Unrealized -18.7%
BA BOEING CO 0.2%
Value ($000) $603 Shares 4,977 Est. Cost $148.86 Unrealized +3.0%
ET ENERGY TRANSFER LP 0.2%
Value ($000) $584 Shares 52,970 Est. Cost $17.87 Unrealized
VV VANGUARD INDEX FDS LARGE CAP E 0.2%
Value ($000) $577 Shares 3,526 Est. Cost $151.84 Unrealized
VWO VANGUARD MSCI EMERGING MKTS ET 0.2%
Value ($000) $571 Shares 15,638 Est. Cost $42.76 Unrealized
IVV ISHARES TR S&P 500 INDEX 0.2%
Value ($000) $554 Shares 1,546 Est. Cost $358.98 Unrealized
FLR FLUOR CORPORATION NEW 0.2%
Value ($000) $552 Shares 22,171 Est. Cost $13.34 Unrealized +91.1%
C CITIGROUP INC 0.2%
Value ($000) $546 Shares 13,091 Est. Cost $46.93 Unrealized -6.9%
META META PLATFORMS, INC. 0.2%
Value ($000) $541 Shares 3,989 Est. Cost $173.16 Unrealized -7.1%
CCI CROWN CASTLE INTL CORP COM 0.2%
Value ($000) $526 Shares 3,642 Est. Cost $97.78 Unrealized +45.8%
ALL ALLSTATE CORPORATION 0.2%
Value ($000) $522 Shares 4,189 Est. Cost $53.03 Unrealized +116.1%
IUSG ISHARES CORE S&P US GROWTH ETF 0.2%
Value ($000) $509 Shares 6,344 Est. Cost $102.46 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $509 Shares 1,887 Est. Cost $128.66 Unrealized +148.1%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $496 Shares 6,143 Est. Cost $63.16 Unrealized +27.9%
O REALTY INCOME CORP REIT 0.2%
Value ($000) $496 Shares 8,514 Est. Cost $32.04 Unrealized +78.8%
WM WASTE MANAGEMENT INC DEL 0.2%
Value ($000) $489 Shares 3,054 Est. Cost $74.00 Unrealized +111.5%
MARVELL TECHNOLOGY GRO ORD 0.2%
Value ($000) $487 Shares 11,357 Est. Cost $57.95 Unrealized
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $480 Shares 2,131 Est. Cost $121.73 Unrealized +79.0%
IUSV ISHARES CORE S&P US VALUE ETF 0.2%
Value ($000) $479 Shares 7,653 Est. Cost $70.82 Unrealized
BR BROADRIDGE FINL SOLUTION 0.2%
Value ($000) $473 Shares 3,279 Est. Cost $72.53 Unrealized +111.1%
MA MASTERCARD INC 0.2%
Value ($000) $473 Shares 1,664 Est. Cost $184.87 Unrealized +75.9%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $472 Shares 2,303 Est. Cost $200.00 Unrealized +14.8%
AMERICAN INTL GROUP COM 0.2%
Value ($000) $472 Shares 9,932 Est. Cost $54.59 Unrealized
CB CHUBB LTD 0.2%
Value ($000) $467 Shares 2,568 Est. Cost $105.65 Unrealized +72.0%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $459 Shares 5,335 Est. Cost $120.59 Unrealized -26.6%
NVS NOVARTIS AG 0.2%
Value ($000) $452 Shares 5,945 Est. Cost $89.84 Unrealized
CSX C S X CORP 0.2%
Value ($000) $437 Shares 16,394 Est. Cost $27.12 Unrealized +9.1%
MSEX MIDDLESEX WATER CO COM 0.2%
Value ($000) $435 Shares 5,640 Est. Cost $27.84 Unrealized +221.6%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $433 Shares 1,636 Est. Cost $111.68 Unrealized +117.2%
CME CME GROUP INC CL A CLASS A 0.2%
Value ($000) $423 Shares 2,390 Est. Cost $61.97 Unrealized +175.2%
IVW ISHARES TR S&P500 GRW 0.2%
Value ($000) $423 Shares 7,315 Est. Cost $57.83 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $421 Shares 3,140 Est. Cost $128.16 Unrealized +5.9%
BIV VANGUARD BD INDEX FD INTERMED 0.2%
Value ($000) $415 Shares 5,650 Est. Cost $73.45 Unrealized
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.2%
Value ($000) $406 Shares 100 Est. Cost $199512.94 Unrealized +114.6%
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $397 Shares 3,292 Est. Cost $64.93 Unrealized +65.5%
NFLX NETFLIX INC COM 0.1%
Value ($000) $390 Shares 1,658 Est. Cost $24.49 Unrealized -9.3%
FDX FEDEX CORPORATION 0.1%
Value ($000) $387 Shares 2,609 Est. Cost $151.10 Unrealized +29.6%
DGX QUEST DIAGNOSTIC INC 0.1%
Value ($000) $378 Shares 3,080 Est. Cost $67.52 Unrealized +82.6%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $377 Shares 2,600 Est. Cost $115.68 Unrealized +24.2%
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $376 Shares 6,644 Est. Cost $40.28 Unrealized +40.8%
ATO ATMOS ENERGY CORP COM 0.1%
Value ($000) $376 Shares 3,692 Est. Cost $46.16 Unrealized +128.2%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $374 Shares 5,111 Est. Cost $42.21 Unrealized +83.9%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $368 Shares 6,992 Est. Cost $52.63 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $367 Shares 2,543 Est. Cost $103.50 Unrealized +50.8%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $366 Shares 1,355 Est. Cost $74.22 Unrealized +279.8%
BNS BANK OF NOVA SCOTIA F 0.1%
Value ($000) $364 Shares 7,650 Est. Cost $33.88 Unrealized +39.8%
SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $363 Shares 904 Est. Cost $263.89 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $355 Shares 5,608 Est. Cost $88.78 Unrealized -4.1%
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $350 Shares 2,584 Est. Cost $135.49 Unrealized
SYY SYSCO CORPORATION 0.1%
Value ($000) $350 Shares 4,953 Est. Cost $39.57 Unrealized +91.4%
IWM ISHARES TR RUSSELL 2000 0.1%
Value ($000) $348 Shares 2,111 Est. Cost $164.85 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $344 Shares 5,527 Est. Cost $62.24 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $336 Shares 1,526 Est. Cost $161.96 Unrealized +26.7%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $330 Shares 5,320 Est. Cost $21.20 Unrealized
ADM ARCHER-DANIELS-MID CO 0.1%
Value ($000) $326 Shares 4,050 Est. Cost $37.61 Unrealized +97.5%
CWT CALIFORNIA WTR SVC GRP COM 0.1%
Value ($000) $317 Shares 6,013 Est. Cost $20.40 Unrealized +164.9%
EBAY EBAY INC COM 0.1%
Value ($000) $317 Shares 8,609 Est. Cost $21.53 Unrealized +93.7%
DLN WISDOMTREE TRUST LARGECAP DIVI 0.1%
Value ($000) $317 Shares 5,728 Est. Cost $55.34 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $315 Shares 2,258 Est. Cost $107.56 Unrealized +38.5%
VDE VANGUARD WORLD FDS ENERGY ETF 0.1%
Value ($000) $312 Shares 3,068 Est. Cost $79.20 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $310 Shares 5,153 Est. Cost $52.95 Unrealized 0.0%
HP INC 0.1%
Value ($000) $310 Shares 12,420 Est. Cost $37.64 Unrealized
WALGREENS BOOTS ALLIAN COM 0.1%
Value ($000) $302 Shares 9,621 Est. Cost $73.54 Unrealized
ORLY O REILLY AUTOMOTIVE IN COM 0.1%
Value ($000) $302 Shares 430 Est. Cost $31.34 Unrealized +48.8%
VALE VALE S A ADR 0.1%
Value ($000) $299 Shares 22,420 Est. Cost $14.63 Unrealized
GLDM SPDR GOLD MINISHARES 0.1%
Value ($000) $292 Shares 8,855 Est. Cost $32.98 Unrealized
FMC F M C CORP NEW 0.1%
Value ($000) $290 Shares 2,739 Est. Cost $55.67 Unrealized +70.5%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $289 Shares 1,601 Est. Cost $151.71 Unrealized +19.7%
HPE HEWLETT PACKARD ENTERP COM 0.1%
Value ($000) $289 Shares 24,151 Est. Cost $8.58 Unrealized +43.6%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $287 Shares 1,992 Est. Cost $167.53 Unrealized 0.0%
GSIE GOLDMAN SACHS ETF TR ACTIVEBET 0.1%
Value ($000) $283 Shares 11,450 Est. Cost $24.72 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DI 0.1%
Value ($000) $278 Shares 2,934 Est. Cost $94.75 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $271 Shares 2,449 Est. Cost $102.18 Unrealized -5.6%
BSV VANGUARD BD INDEX FD SHORT TRM 0.1%
Value ($000) $270 Shares 3,613 Est. Cost $74.73 Unrealized
GENERAL MOTORS CO 0.1%
Value ($000) $270 Shares 8,416 Est. Cost $53.40 Unrealized
VMWARE INC CL A COM 0.1%
Value ($000) $270 Shares 2,534 Est. Cost $115.46 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $270 Shares 3,447 Est. Cost $127.48 Unrealized
VXUS VANGUARD TOTAL INTL STOCK IDX 0.1%
Value ($000) $269 Shares 5,873 Est. Cost $45.80 Unrealized
SBLK STAR BULK CARRIERS CORP 0.1%
Value ($000) $268 Shares 15,330 Est. Cost $21.21 Unrealized +7.5%
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $261 Shares 1,168 Est. Cost $153.89 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $259 Shares 530 Est. Cost $371.45 Unrealized +37.3%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $257 Shares 6,259 Est. Cost $41.06 Unrealized
VPU VANGUARD WORLD FDS UTILITIES E 0.1%
Value ($000) $253 Shares 1,777 Est. Cost $142.37 Unrealized
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $252 Shares 2,171 Est. Cost $99.47 Unrealized +10.4%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $247 Shares 3,701 Est. Cost $59.26 Unrealized 0.0%
RH RH COM 0.1%
Value ($000) $246 Shares 1,000 Est. Cost $181.18 Unrealized +49.0%
VOE VANGUARD INDEX FDS MCAP VL IDX 0.1%
Value ($000) $245 Shares 2,012 Est. Cost $134.69 Unrealized
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $241 Shares 8,455 Est. Cost $22.32 Unrealized +34.9%
CINF CINCINNATI FINANCIAL CP 0.1%
Value ($000) $240 Shares 2,680 Est. Cost $69.69 Unrealized +35.2%
PIONEER NAT RES CO COM 0.1%
Value ($000) $236 Shares 1,090 Est. Cost $248.31 Unrealized
SNAP SNAP INC CL A 0.1%
Value ($000) $233 Shares 23,715 Est. Cost $27.47 Unrealized -57.6%
CTVA CORTEVA INC COM 0.1%
Value ($000) $228 Shares 3,985 Est. Cost $49.29 Unrealized +14.0%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $225 Shares 1,088 Est. Cost $206.67 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $225 Shares 5,715 Est. Cost $29.08 Unrealized
KINDER MORGAN INC KANS COM 0.1%
Value ($000) $225 Shares 13,541 Est. Cost $14.31 Unrealized
CARR CARRIER GLOBAL CORPORA COM 0.1%
Value ($000) $224 Shares 6,309 Est. Cost $33.81 Unrealized +11.2%
PRA PROASSURANCE CORPORATION 0.1%
Value ($000) $222 Shares 11,372 Est. Cost $48.38 Unrealized -54.6%
DAL DELTA AIR LINES INC NEW 0.1%
Value ($000) $218 Shares 7,771 Est. Cost $30.90 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $217 Shares 4,312 Est. Cost $22.39 Unrealized -0.6%
IJR ISHARES TR S&P SMLCAP 600 0.1%
Value ($000) $216 Shares 2,478 Est. Cost $87.17 Unrealized
PROLOGIS SH BEN INT 0.1%
Value ($000) $209 Shares 2,056 Est. Cost $105.73 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $185 Shares 16,136 Est. Cost $18.55 Unrealized -26.7%
CRGY CRESCENT ENERGY COMPANY 0.1%
Value ($000) $166 Shares 12,330 Est. Cost $12.42 Unrealized +0.9%
BEYOND AIR INC 0.1%
Value ($000) $163 Shares 21,965 Est. Cost $7.42 Unrealized
F FORD MOTOR COMPANY NEW 0.0%
Value ($000) $130 Shares 11,622 Est. Cost $14.44 Unrealized -24.8%
MATTERPORT, INC. 0.0%
Value ($000) $114 Shares 30,000 Est. Cost $6.62 Unrealized
VERTEX ENERGY INC COM 0.0%
Value ($000) $84 Shares 13,535 Est. Cost $10.49 Unrealized
AZMCF ARIZONA METALS CORP 0.0%
Value ($000) $80 Shares 26,000 Est. Cost $4.86 Unrealized -32.1%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $72 Shares 10,272 Est. Cost $14.87 Unrealized -34.8%
AMERICAN PACIFIC MINING CORP 0.0%
Value ($000) $6 Shares 25,000 Est. Cost $0.72 Unrealized
LOTUS RESOURCES LTD 0.0%
Value ($000) $3 Shares 21,000 Est. Cost $0.29 Unrealized