MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

CIK: 0001632105 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Nov 18, 2022

Total Value ($000): $257,688 (100.0% shares, 0.0% debt)

Holdings (218)

AAPL APPLE INC 7.9%
Value ($000) $20,242 Shares 148,051 Est. Cost $88.02 Unrealized +68.9%
MSFT MICROSOFT CORP 3.5%
Value ($000) $9,123 Shares 35,521 Est. Cost $85.80 Unrealized +207.0%
VANGUARD 500 INDEX ETF 3.5%
Value ($000) $9,105 Shares 26,250 Est. Cost $351.54 Unrealized
VUG VANGUARD GROWTH INDEX ETF 2.8%
Value ($000) $7,099 Shares 31,848 Est. Cost $213.99 Unrealized
SFBS SERVISFIRST BANCSHARES COM 2.7%
Value ($000) $6,875 Shares 87,117 Est. Cost $64.15 Unrealized +18.8%
VTV VANGUARD VALUE INDEX ETF 2.1%
Value ($000) $5,394 Shares 40,898 Est. Cost $115.04 Unrealized
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $4,777 Shares 9,301 Est. Cost $107.93 Unrealized +336.4%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $4,647 Shares 26,180 Est. Cost $94.63 Unrealized +69.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.7%
Value ($000) $4,342 Shares 15,904 Est. Cost $184.17 Unrealized +70.3%
HD HOME DEPOT INC 1.6%
Value ($000) $4,115 Shares 15,005 Est. Cost $94.59 Unrealized +184.4%
GOOGL ALPHABET INC A 1.4%
Value ($000) $3,711 Shares 1,703 Est. Cost $45.81 Unrealized +155.1%
SO THE SOUTHERN COMPANY 1.4%
Value ($000) $3,681 Shares 51,615 Est. Cost $36.72 Unrealized +75.1%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $3,671 Shares 32,602 Est. Cost $67.07 Unrealized +68.5%
AMZN AMAZON.COM INC 1.4%
Value ($000) $3,500 Shares 32,954 Est. Cost $122.63 Unrealized +2.0%
PG PROCTER & GAMBLE 1.3%
Value ($000) $3,283 Shares 22,831 Est. Cost $81.31 Unrealized +68.8%
VO VANGUARD MID CAP INDEX ETF 1.3%
Value ($000) $3,278 Shares 16,638 Est. Cost $209.99 Unrealized
CVX CHEVRON CORPORATION 1.3%
Value ($000) $3,247 Shares 22,426 Est. Cost $73.16 Unrealized +95.1%
ADBE ADOBE INC COM 1.1%
Value ($000) $2,930 Shares 8,004 Est. Cost $130.06 Unrealized +212.9%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,799 Shares 32,682 Est. Cost $54.81 Unrealized +45.2%
LLY ELI LILLY & CO 1.0%
Value ($000) $2,631 Shares 8,114 Est. Cost $78.51 Unrealized +270.5%
VTI VANGUARD TOTAL STOCK MKT INDEX 1.0%
Value ($000) $2,473 Shares 13,112 Est. Cost $142.30 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $2,398 Shares 15,662 Est. Cost $52.55 Unrealized +155.2%
TSLA TESLA INC 0.8%
Value ($000) $2,174 Shares 3,228 Est. Cost $133.17 Unrealized +105.0%
GOOG ALPHABET INC CLASS C 0.8%
Value ($000) $2,148 Shares 982 Est. Cost $47.03 Unrealized +149.3%
WMT WAL-MART STORES INC 0.8%
Value ($000) $2,065 Shares 16,982 Est. Cost $29.92 Unrealized +47.2%
PEP PEPSICO INCORPORATED 0.8%
Value ($000) $2,041 Shares 12,250 Est. Cost $74.79 Unrealized +100.3%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $2,008 Shares 9,559 Est. Cost $75.02 Unrealized +169.9%
YUM YUM BRANDS INC 0.8%
Value ($000) $1,949 Shares 17,168 Est. Cost $47.98 Unrealized +125.9%
KO COCA COLA COMPANY 0.7%
Value ($000) $1,927 Shares 30,629 Est. Cost $37.99 Unrealized +49.4%
CAT CATERPILLAR INC 0.7%
Value ($000) $1,916 Shares 10,714 Est. Cost $75.12 Unrealized +162.6%
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $1,788 Shares 3,705 Est. Cost $174.64 Unrealized +168.8%
MRK MERCK & CO INC 0.7%
Value ($000) $1,775 Shares 19,467 Est. Cost $50.43 Unrealized +57.1%
PFE PFIZER INCORPORATED 0.7%
Value ($000) $1,770 Shares 33,756 Est. Cost $24.00 Unrealized +75.0%
INTC INTEL CORP 0.7%
Value ($000) $1,755 Shares 46,926 Est. Cost $34.06 Unrealized +19.3%
UNP UNION PACIFIC CORP 0.7%
Value ($000) $1,746 Shares 8,188 Est. Cost $93.40 Unrealized +123.6%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $1,711 Shares 12,344 Est. Cost $74.42 Unrealized +111.7%
DUKE ENERGY CORP NEW 0.7%
Value ($000) $1,706 Shares 15,914 Est. Cost $86.67 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.7%
Value ($000) $1,683 Shares 17,819 Est. Cost $92.48 Unrealized +17.3%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $1,679 Shares 3,504 Est. Cost $198.53 Unrealized +144.3%
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $1,662 Shares 18,239 Est. Cost $86.49 Unrealized
AVGO BROADCOM INC COM 0.6%
Value ($000) $1,648 Shares 3,392 Est. Cost $21.85 Unrealized +139.8%
NKE NIKE INC CLASS B 0.6%
Value ($000) $1,640 Shares 16,045 Est. Cost $60.83 Unrealized +82.9%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,555 Shares 20,196 Est. Cost $45.70 Unrealized +42.2%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $1,534 Shares 49,271 Est. Cost $20.29 Unrealized +61.4%
LOW LOWES COMPANIES INC 0.6%
Value ($000) $1,526 Shares 8,736 Est. Cost $67.00 Unrealized +168.0%
QQQ INVESCO QQQ TR UNIT SER 1 0.6%
Value ($000) $1,498 Shares 5,343 Est. Cost $257.87 Unrealized
ENSTAR GROUP LTD F 0.6%
Value ($000) $1,483 Shares 6,930 Est. Cost $234.71 Unrealized
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $1,473 Shares 34,548 Est. Cost $21.27 Unrealized +101.3%
NVDA NVIDIA CORP COM 0.6%
Value ($000) $1,469 Shares 9,691 Est. Cost $18.87 Unrealized -0.2%
RF REGIONS FINANCIAL CP NEW 0.6%
Value ($000) $1,467 Shares 78,228 Est. Cost $8.92 Unrealized +97.1%
DE DEERE & CO 0.6%
Value ($000) $1,459 Shares 4,873 Est. Cost $115.17 Unrealized +203.6%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $1,432 Shares 8,240 Est. Cost $94.36 Unrealized +76.2%
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $1,414 Shares 15,539 Est. Cost $24.77 Unrealized +328.3%
VZ VERIZON COMMUNICATIONS COM 0.5%
Value ($000) $1,400 Shares 27,586 Est. Cost $34.19 Unrealized +17.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,398 Shares 14,547 Est. Cost $56.21 Unrealized +57.5%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,388 Shares 10,865 Est. Cost $77.37 Unrealized +61.5%
SPY S P D R S&P 500 ETF TR EXPIRIN 0.5%
Value ($000) $1,379 Shares 3,654 Est. Cost $264.13 Unrealized
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,344 Shares 7,946 Est. Cost $81.58 Unrealized +98.3%
VB VANGUARD SMALL CAP INDEX ETF 0.5%
Value ($000) $1,321 Shares 7,500 Est. Cost $208.93 Unrealized
T AT&T INC COM 0.5%
Value ($000) $1,275 Shares 60,837 Est. Cost $14.27 Unrealized +14.2%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,250 Shares 16,131 Est. Cost $58.73 Unrealized +17.2%
VONE VANGUARD SCOTTSDALE FD VNG RUS 0.5%
Value ($000) $1,249 Shares 7,272 Est. Cost $98.86 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,233 Shares 6,262 Est. Cost $173.36 Unrealized +16.0%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $1,228 Shares 8,698 Est. Cost $100.12 Unrealized +17.4%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $1,207 Shares 7,858 Est. Cost $67.00 Unrealized +125.3%
SVB FINL GROUP COM 0.5%
Value ($000) $1,199 Shares 3,035 Est. Cost $412.58 Unrealized
MCD MC DONALDS CORP 0.5%
Value ($000) $1,160 Shares 4,700 Est. Cost $90.25 Unrealized +150.8%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,122 Shares 28,581 Est. Cost $26.83 Unrealized +42.9%
AMT AMERICAN TOWER CORP REIT 0.4%
Value ($000) $1,121 Shares 4,385 Est. Cost $94.92 Unrealized +134.1%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,074 Shares 4,852 Est. Cost $119.37 Unrealized +78.8%
GL GLOBE LIFE INC COM 0.4%
Value ($000) $1,047 Shares 10,745 Est. Cost $86.06 Unrealized +10.6%
EPD ENTERPRISE PRD PRTNRS LP 0.4%
Value ($000) $1,038 Shares 42,583 Est. Cost $33.60 Unrealized
AFL A F L A C INC 0.4%
Value ($000) $1,032 Shares 18,655 Est. Cost $32.28 Unrealized +68.4%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $1,007 Shares 9,265 Est. Cost $52.79 Unrealized +101.0%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $997 Shares 7,372 Est. Cost $83.70 Unrealized +37.1%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $995 Shares 9,360 Est. Cost $47.72 Unrealized +122.0%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $979 Shares 9,911 Est. Cost $53.76 Unrealized +58.9%
USB U S BANCORP DEL NEW 0.4%
Value ($000) $950 Shares 20,652 Est. Cost $30.36 Unrealized +38.0%
ENB ENBRIDGE INC F 0.4%
Value ($000) $945 Shares 22,356 Est. Cost $24.64 Unrealized +43.0%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $936 Shares 3,795 Est. Cost $115.02 Unrealized +107.3%
TMO THERMO FISHER SCIENTIFIC 0.4%
Value ($000) $920 Shares 1,693 Est. Cost $210.73 Unrealized +158.5%
MO ALTRIA GROUP INC 0.3%
Value ($000) $890 Shares 21,315 Est. Cost $25.37 Unrealized +51.6%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $875 Shares 7,376 Est. Cost $80.74 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.3%
Value ($000) $864 Shares 17,814 Est. Cost $27.13 Unrealized +55.2%
VMC VULCAN MATERIALS COMPANY 0.3%
Value ($000) $855 Shares 6,017 Est. Cost $72.85 Unrealized +120.2%
TBRG COMPUTER PROGRAMS & SYS 0.3%
Value ($000) $846 Shares 26,451 Est. Cost $28.32 Unrealized +14.3%
MAGELLAN MIDSTREAM PRT COM UNI 0.3%
Value ($000) $839 Shares 17,568 Est. Cost $76.79 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $825 Shares 13,294 Est. Cost $46.67 Unrealized +22.7%
TGT TARGET CORPORATION 0.3%
Value ($000) $818 Shares 5,795 Est. Cost $72.25 Unrealized +135.6%
CLX CLOROX COMPANY 0.3%
Value ($000) $813 Shares 5,770 Est. Cost $92.54 Unrealized +36.8%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $783 Shares 9,773 Est. Cost $55.20 Unrealized +30.1%
MNMB MERCHANTS & MARINE BAN CAP STK 0.3%
Value ($000) $772 Shares 20,010 Est. Cost $39.09 Unrealized -0.6%
GLW CORNING INC 0.3%
Value ($000) $772 Shares 24,501 Est. Cost $17.93 Unrealized +73.2%
DG DOLLAR GEN CORP NEW COM 0.3%
Value ($000) $763 Shares 3,110 Est. Cost $189.89 Unrealized +15.4%
PAYX PAYCHEX INC 0.3%
Value ($000) $757 Shares 6,652 Est. Cost $35.30 Unrealized +219.7%
MS MORGAN STANLEY 0.3%
Value ($000) $757 Shares 9,954 Est. Cost $28.02 Unrealized +158.5%
WFC WELLS FARGO & CO 0.3%
Value ($000) $756 Shares 19,295 Est. Cost $39.05 Unrealized +2.3%
CVS C V S CAREMARK CORP 0.3%
Value ($000) $747 Shares 8,054 Est. Cost $60.25 Unrealized +42.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $741 Shares 1,724 Est. Cost $323.37 Unrealized +23.0%
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $728 Shares 15,353 Est. Cost $41.63 Unrealized -2.0%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $720 Shares 3,167 Est. Cost $82.37 Unrealized +174.9%
KLAC KLA CORP 0.3%
Value ($000) $720 Shares 2,257 Est. Cost $111.91 Unrealized +189.3%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $718 Shares 10,280 Est. Cost $36.54 Unrealized +91.1%
VEA VANGUARD DEVELOPED MKTS INDEX 0.3%
Value ($000) $716 Shares 17,550 Est. Cost $45.09 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $702 Shares 7,818 Est. Cost $34.76 Unrealized +158.7%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $691 Shares 11,172 Est. Cost $68.57 Unrealized -21.1%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $681 Shares 1,423 Est. Cost $301.30 Unrealized +43.6%
PPG P P G INDUSTRIES INC 0.3%
Value ($000) $665 Shares 5,814 Est. Cost $91.74 Unrealized +26.1%
IVV ISHARES TR S&P 500 INDEX 0.3%
Value ($000) $647 Shares 1,706 Est. Cost $358.98 Unrealized
APD AIR PROD & CHEMICALS INC 0.2%
Value ($000) $636 Shares 2,644 Est. Cost $124.68 Unrealized +77.2%
ET ENERGY TRANSFER LP 0.2%
Value ($000) $636 Shares 63,765 Est. Cost $17.87 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $620 Shares 4,896 Est. Cost $53.03 Unrealized +126.3%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $606 Shares 7,393 Est. Cost $55.75 Unrealized +45.2%
LINDE PLC 0.2%
Value ($000) $604 Shares 2,102 Est. Cost $174.88 Unrealized
MSEX MIDDLESEX WATER CO 0.2%
Value ($000) $591 Shares 6,740 Est. Cost $27.84 Unrealized +222.0%
FDX FEDEX CORPORATION 0.2%
Value ($000) $591 Shares 2,609 Est. Cost $151.10 Unrealized +30.2%
SLB SLB (SCHLUMBERGER) 0.2%
Value ($000) $579 Shares 16,180 Est. Cost $44.94 Unrealized -14.8%
WAT WATERS CORP 0.2%
Value ($000) $568 Shares 1,715 Est. Cost $109.55 Unrealized +189.8%
C CITIGROUP INC 0.2%
Value ($000) $567 Shares 12,327 Est. Cost $47.13 Unrealized -7.1%
CCI CROWN CASTLE INTL CORP COM 0.2%
Value ($000) $563 Shares 3,343 Est. Cost $93.77 Unrealized +60.2%
O REALTY INCOME CORP REIT 0.2%
Value ($000) $556 Shares 8,145 Est. Cost $30.90 Unrealized +82.8%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $549 Shares 2,453 Est. Cost $200.00 Unrealized +24.1%
IUSG ISHARES CORE S&P US GROWTH ETF 0.2%
Value ($000) $531 Shares 6,344 Est. Cost $102.46 Unrealized
TTD THE TRADE DESK INC COM CL A 0.2%
Value ($000) $524 Shares 12,504 Est. Cost $60.36 Unrealized -9.3%
AMERICAN INTL GROUP COM 0.2%
Value ($000) $524 Shares 10,251 Est. Cost $54.59 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $516 Shares 5,745 Est. Cost $61.94 Unrealized +45.9%
IUSV ISHARES CORE S&P US VALUE ETF 0.2%
Value ($000) $512 Shares 7,653 Est. Cost $70.82 Unrealized
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $511 Shares 2,101 Est. Cost $120.35 Unrealized +81.6%
MA MASTERCARD INC 0.2%
Value ($000) $509 Shares 1,613 Est. Cost $180.43 Unrealized +86.9%
CB CHUBB LTD 0.2%
Value ($000) $499 Shares 2,540 Est. Cost $104.81 Unrealized +87.3%
BA BOEING CO 0.2%
Value ($000) $498 Shares 3,645 Est. Cost $147.21 Unrealized +0.2%
MARVELL TECHNOLOGY GRO ORD 0.2%
Value ($000) $494 Shares 11,354 Est. Cost $57.95 Unrealized
META META PLATFORMS, INC. 0.2%
Value ($000) $485 Shares 3,011 Est. Cost $177.13 Unrealized +8.2%
CME CME GROUP INC CL A CLASS A 0.2%
Value ($000) $482 Shares 2,354 Est. Cost $60.31 Unrealized +201.7%
CSX C S X CORP 0.2%
Value ($000) $476 Shares 16,394 Est. Cost $27.12 Unrealized +14.1%
VWO VANGUARD MSCI EMERGING MKTS ET 0.2%
Value ($000) $460 Shares 11,038 Est. Cost $45.36 Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $457 Shares 5,404 Est. Cost $91.22 Unrealized
BNS BANK OF NOVA SCOTIA F 0.2%
Value ($000) $453 Shares 7,650 Est. Cost $33.88 Unrealized +56.6%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $446 Shares 3,977 Est. Cost $46.16 Unrealized +126.8%
FLR FLUOR CORPORATION 0.2%
Value ($000) $437 Shares 17,960 Est. Cost $10.49 Unrealized +156.1%
EIX EDISON INTERNATIONAL 0.2%
Value ($000) $418 Shares 6,608 Est. Cost $40.28 Unrealized +42.5%
DGX QUEST DIAGNOSTIC INC 0.2%
Value ($000) $410 Shares 3,080 Est. Cost $67.52 Unrealized +88.0%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 S 0.2%
Value ($000) $409 Shares 100 Est. Cost $199512.94 Unrealized +136.2%
WM WASTE MANAGEMENT INC DEL 0.2%
Value ($000) $408 Shares 2,665 Est. Cost $61.96 Unrealized +138.7%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $401 Shares 5,041 Est. Cost $41.72 Unrealized +96.3%
HP INC 0.2%
Value ($000) $400 Shares 12,194 Est. Cost $37.87 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $394 Shares 5,150 Est. Cost $89.10 Unrealized +5.1%
SYY SYSCO CORPORATION 0.2%
Value ($000) $392 Shares 4,623 Est. Cost $36.98 Unrealized +104.8%
ECL ECOLAB INC 0.1%
Value ($000) $385 Shares 2,506 Est. Cost $102.72 Unrealized +54.8%
SBLK STAR BULK CARRIERS CORP 0.1%
Value ($000) $383 Shares 15,330 Est. Cost $21.21 Unrealized +36.7%
BR BROADRIDGE FINL SOLUTION 0.1%
Value ($000) $380 Shares 2,667 Est. Cost $54.04 Unrealized +152.1%
SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $373 Shares 904 Est. Cost $263.89 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $373 Shares 1,785 Est. Cost $111.68 Unrealized +90.3%
EBAY EBAY INC COM 0.1%
Value ($000) $359 Shares 8,609 Est. Cost $21.53 Unrealized +111.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $358 Shares 5,122 Est. Cost $121.93 Unrealized -29.0%
WALGREENS BOOTS ALLIAN COM 0.1%
Value ($000) $350 Shares 9,238 Est. Cost $75.28 Unrealized
ADM ARCHER-DANIELS MIDLAND CO 0.1%
Value ($000) $350 Shares 4,510 Est. Cost $37.61 Unrealized +108.6%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $338 Shares 5,308 Est. Cost $21.20 Unrealized
CWT CALIFORNIA WTR SVC GRP COM 0.1%
Value ($000) $333 Shares 6,000 Est. Cost $20.40 Unrealized +142.4%
TMUS T-MOBILE US INC 0.1%
Value ($000) $330 Shares 2,450 Est. Cost $126.05 Unrealized 0.0%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $329 Shares 1,355 Est. Cost $74.22 Unrealized +283.9%
VALE VALE S A ADR 0.1%
Value ($000) $328 Shares 22,420 Est. Cost $14.63 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $327 Shares 2,698 Est. Cost $55.57 Unrealized +107.5%
HPE HEWLETT PACKARD ENTERP COM 0.1%
Value ($000) $320 Shares 24,151 Est. Cost $8.58 Unrealized +58.8%
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $319 Shares 2,000 Est. Cost $135.50 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $315 Shares 2,434 Est. Cost $102.18 Unrealized +2.9%
SNAP SNAP INC CL A 0.1%
Value ($000) $311 Shares 23,695 Est. Cost $27.47 Unrealized -17.0%
VDE VANGUARD WORLD FDS ENERGY ETF 0.1%
Value ($000) $305 Shares 3,068 Est. Cost $79.20 Unrealized
CINF CINCINNATI FINANCIAL CP 0.1%
Value ($000) $304 Shares 2,553 Est. Cost $68.47 Unrealized +68.6%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $301 Shares 2,315 Est. Cost $112.24 Unrealized +17.8%
NFLX NETFLIX INC COM 0.1%
Value ($000) $300 Shares 1,715 Est. Cost $24.49 Unrealized -9.5%
VV VANGUARD INDEX FDS LARGE CAP E 0.1%
Value ($000) $293 Shares 1,701 Est. Cost $139.19 Unrealized
FMC F M C CORP NEW 0.1%
Value ($000) $293 Shares 2,739 Est. Cost $55.67 Unrealized +92.0%
VMWARE INC CL A COM 0.1%
Value ($000) $289 Shares 2,534 Est. Cost $115.46 Unrealized
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $280 Shares 8,455 Est. Cost $22.32 Unrealized +50.4%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $276 Shares 1,512 Est. Cost $149.95 Unrealized +22.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $275 Shares 1,885 Est. Cost $99.37 Unrealized +48.6%
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $275 Shares 1,168 Est. Cost $153.89 Unrealized
PRA PROASSURANCE CORPORATION 0.1%
Value ($000) $269 Shares 11,372 Est. Cost $48.38 Unrealized -51.5%
ORLY O REILLY AUTOMOTIVE IN COM 0.1%
Value ($000) $265 Shares 420 Est. Cost $30.98 Unrealized +38.9%
VOE VANGUARD INDEX FDS MCAP VL IDX 0.1%
Value ($000) $261 Shares 2,012 Est. Cost $134.69 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $260 Shares 1,210 Est. Cost $150.65 Unrealized +31.9%
GENERAL MOTORS CO 0.1%
Value ($000) $259 Shares 8,160 Est. Cost $54.06 Unrealized
BABA ALIBABA GROUP HLDG LTD ADR 0.1%
Value ($000) $259 Shares 2,280 Est. Cost $174.71 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $257 Shares 3,250 Est. Cost $130.46 Unrealized
CE CELANESE CORP DEL COM SER A 0.1%
Value ($000) $250 Shares 2,125 Est. Cost $78.75 Unrealized +71.5%
GWW GRAINGER W W INC 0.1%
Value ($000) $245 Shares 540 Est. Cost $371.45 Unrealized +26.4%
GLAXOSMITHKLINE PLC ADRF SPONS 0.1%
Value ($000) $243 Shares 5,581 Est. Cost $39.78 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $242 Shares 4,347 Est. Cost $22.39 Unrealized +13.2%
VFC V F CORPORATION 0.1%
Value ($000) $235 Shares 5,316 Est. Cost $66.58 Unrealized -24.7%
UPST UPSTART HOLDINGS, INC. 0.1%
Value ($000) $233 Shares 7,375 Est. Cost $59.55 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $231 Shares 1,983 Est. Cost $98.48 Unrealized +4.9%
PIONEER NAT RES CO COM 0.1%
Value ($000) $231 Shares 1,035 Est. Cost $250.00 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $231 Shares 17,220 Est. Cost $18.55 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORA COM 0.1%
Value ($000) $225 Shares 6,309 Est. Cost $33.81 Unrealized +10.3%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $223 Shares 3,153 Est. Cost $60.07 Unrealized +15.6%
KINDER MORGAN INC KANS COM 0.1%
Value ($000) $223 Shares 13,293 Est. Cost $14.26 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $222 Shares 5,298 Est. Cost $30.38 Unrealized +29.4%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $220 Shares 7,030 Est. Cost $45.53 Unrealized -6.2%
DOW DOW INC 0.1%
Value ($000) $220 Shares 4,271 Est. Cost $40.07 Unrealized +29.3%
UNILEVER PLC ADR NEW F SPONSOR 0.1%
Value ($000) $219 Shares 4,772 Est. Cost $60.29 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $218 Shares 5,715 Est. Cost $29.08 Unrealized
ANHEUSER BUSCH COS INC COM 0.1%
Value ($000) $217 Shares 4,025 Est. Cost $59.81 Unrealized
PROLOGIS SH BEN INT 0.1%
Value ($000) $217 Shares 1,842 Est. Cost $106.20 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $217 Shares 1,050 Est. Cost $206.67 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $215 Shares 3,346 Est. Cost $49.09 Unrealized +35.3%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $215 Shares 3,751 Est. Cost $157.97 Unrealized -48.8%
RH RH COM 0.1%
Value ($000) $212 Shares 1,000 Est. Cost $181.18 Unrealized +63.8%
CTVA CORTEVA INC COM 0.1%
Value ($000) $207 Shares 3,817 Est. Cost $48.99 Unrealized +13.9%
DVY ISHARES DJ SELECT DIV FD SELEC 0.1%
Value ($000) $200 Shares 1,703 Est. Cost $122.72 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.1%
Value ($000) $152 Shares 12,191 Est. Cost $12.41 Unrealized +13.6%
VERTEX ENERGY INC COM 0.1%
Value ($000) $142 Shares 13,535 Est. Cost $10.49 Unrealized
F FORD MOTOR COMPANY NEW 0.0%
Value ($000) $125 Shares 11,269 Est. Cost $14.55 Unrealized -27.5%
MATTERPORT, INC. 0.0%
Value ($000) $110 Shares 30,000 Est. Cost $6.62 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $87 Shares 10,045 Est. Cost $14.98 Unrealized -2.1%
AZMCF ARIZONA METALS CORP 0.0%
Value ($000) $79 Shares 26,000 Est. Cost $4.86 Unrealized -12.6%
AMERICAN PACIFIC MINING CORP 0.0%
Value ($000) $8 Shares 25,000 Est. Cost $0.72 Unrealized
LOTUS RESOURCES LTD 0.0%
Value ($000) $3 Shares 21,000 Est. Cost $0.29 Unrealized