MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

CIK: 0001632105 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 8, 2023

Total Value ($000): $345,726 (100.0% shares, 0.0% debt)

Holdings (252)

AAPL APPLE INC 8.8%
Value ($000) $30,331 Shares 156,370 Est. Cost $92.04 Unrealized +86.9%
VUG VANGUARD INDEX FDS 4.9%
Value ($000) $17,075 Shares 60,346 Est. Cost $220.39 Unrealized
VOO VANGUARD INDEX FDS 4.4%
Value ($000) $15,054 Shares 36,961 Est. Cost $407.28 Unrealized
MSFT MICROSOFT CORP 3.8%
Value ($000) $12,970 Shares 38,086 Est. Cost $97.99 Unrealized +213.5%
VTV VANGUARD INDEX FDS 2.9%
Value ($000) $10,024 Shares 70,540 Est. Cost $124.43 Unrealized
VO VANGUARD INDEX FDS 2.0%
Value ($000) $7,064 Shares 32,086 Est. Cost $206.90 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $5,842 Shares 17,132 Est. Cost $190.83 Unrealized +71.0%
VTI VANGUARD INDEX FDS 1.4%
Value ($000) $4,978 Shares 22,600 Est. Cost $159.61 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $4,778 Shares 15,382 Est. Cost $98.97 Unrealized +179.3%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $4,758 Shares 32,717 Est. Cost $68.98 Unrealized +88.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $4,751 Shares 28,705 Est. Cost $99.97 Unrealized +48.9%
SO SOUTHERN CO 1.3%
Value ($000) $4,455 Shares 63,415 Est. Cost $41.40 Unrealized +57.7%
AMZN AMAZON COM INC 1.3%
Value ($000) $4,353 Shares 33,391 Est. Cost $122.09 Unrealized -6.5%
VB VANGUARD INDEX FDS 1.2%
Value ($000) $4,193 Shares 21,082 Est. Cost $193.55 Unrealized
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $4,136 Shares 8,606 Est. Cost $107.93 Unrealized +330.7%
GOOGL ALPHABET INC 1.1%
Value ($000) $3,942 Shares 32,931 Est. Cost $106.87 Unrealized +6.9%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $3,913 Shares 9,250 Est. Cost $18.83 Unrealized +76.2%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value ($000) $3,889 Shares 7,953 Est. Cost $133.69 Unrealized +201.3%
TSLA TESLA INC 1.0%
Value ($000) $3,615 Shares 13,810 Est. Cost $228.35 Unrealized -12.4%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $3,549 Shares 33,093 Est. Cost $57.89 Unrealized +72.1%
LLY LILLY ELI & CO 1.0%
Value ($000) $3,433 Shares 7,321 Est. Cost $78.51 Unrealized +424.1%
SFBS SERVISFIRST BANCSHARES INC 1.0%
Value ($000) $3,395 Shares 82,966 Est. Cost $64.15 Unrealized -31.6%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $3,320 Shares 21,881 Est. Cost $81.98 Unrealized +72.4%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $3,272 Shares 20,794 Est. Cost $74.21 Unrealized +93.0%
AVGO BROADCOM INC 0.9%
Value ($000) $3,031 Shares 3,494 Est. Cost $24.71 Unrealized +178.1%
COWZ PACER FDS TR 0.9%
Value ($000) $2,979 Shares 62,238 Est. Cost $46.31 Unrealized
WMT WALMART INC 0.9%
Value ($000) $2,948 Shares 18,756 Est. Cost $31.13 Unrealized +57.3%
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $2,870 Shares 62,148 Est. Cost $43.60 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $2,597 Shares 22,507 Est. Cost $54.82 Unrealized +90.6%
CAT CATERPILLAR INC 0.7%
Value ($000) $2,578 Shares 10,477 Est. Cost $75.12 Unrealized +184.6%
GOOG ALPHABET INC 0.7%
Value ($000) $2,376 Shares 19,642 Est. Cost $107.80 Unrealized +6.6%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,233 Shares 5,038 Est. Cost $290.95 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $2,193 Shares 11,840 Est. Cost $76.00 Unrealized +124.4%
BIV VANGUARD BD INDEX FDS 0.6%
Value ($000) $2,186 Shares 29,055 Est. Cost $76.74 Unrealized
YUM YUM BRANDS INC 0.6%
Value ($000) $2,179 Shares 15,724 Est. Cost $47.98 Unrealized +168.5%
ABBV ABBVIE INC 0.6%
Value ($000) $2,174 Shares 16,137 Est. Cost $57.37 Unrealized +133.1%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $2,171 Shares 15,020 Est. Cost $25.56 Unrealized +378.3%
CSCO CISCO SYS INC 0.6%
Value ($000) $2,153 Shares 41,617 Est. Cost $24.57 Unrealized +85.2%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $2,037 Shares 11,696 Est. Cost $75.66 Unrealized +106.4%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $2,018 Shares 9,180 Est. Cost $76.57 Unrealized +165.5%
DGRO ISHARES TR 0.6%
Value ($000) $1,943 Shares 37,715 Est. Cost $50.05 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,914 Shares 3,555 Est. Cost $215.06 Unrealized +126.5%
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,891 Shares 26,017 Est. Cost $73.83 Unrealized
DE DEERE & CO 0.5%
Value ($000) $1,882 Shares 4,645 Est. Cost $115.17 Unrealized +219.4%
NKE NIKE INC 0.5%
Value ($000) $1,780 Shares 16,127 Est. Cost $60.83 Unrealized +83.0%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,740 Shares 4,709 Est. Cost $260.94 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,719 Shares 8,284 Est. Cost $95.34 Unrealized +84.1%
UNP UNION PAC CORP 0.5%
Value ($000) $1,707 Shares 8,343 Est. Cost $96.56 Unrealized +93.7%
LOW LOWES COS INC 0.5%
Value ($000) $1,706 Shares 7,560 Est. Cost $67.00 Unrealized +195.2%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,660 Shares 19,865 Est. Cost $86.12 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,654 Shares 40,009 Est. Cost $43.83 Unrealized
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $1,642 Shares 3,695 Est. Cost $182.61 Unrealized +142.4%
KO COCA COLA CO 0.5%
Value ($000) $1,640 Shares 27,226 Est. Cost $37.99 Unrealized +51.0%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,556 Shares 17,432 Est. Cost $92.49 Unrealized +0.1%
ENSTAR GROUP LIMITED 0.4%
Value ($000) $1,546 Shares 6,330 Est. Cost $234.71 Unrealized
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1,490 Shares 8,276 Est. Cost $71.54 Unrealized +122.4%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,442 Shares 50,267 Est. Cost $20.54 Unrealized +29.6%
VONE VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,433 Shares 7,112 Est. Cost $98.86 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,425 Shares 34,296 Est. Cost $27.85 Unrealized +31.6%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,418 Shares 15,802 Est. Cost $85.15 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1,398 Shares 14,274 Est. Cost $56.68 Unrealized +62.8%
V VISA INC 0.4%
Value ($000) $1,360 Shares 5,726 Est. Cost $174.04 Unrealized +29.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,353 Shares 4,534 Est. Cost $94.09 Unrealized +190.2%
INTC INTEL CORP 0.4%
Value ($000) $1,331 Shares 39,817 Est. Cost $34.06 Unrealized -9.8%
VMC VULCAN MATLS CO 0.4%
Value ($000) $1,310 Shares 5,812 Est. Cost $72.85 Unrealized +158.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,302 Shares 17,554 Est. Cost $59.86 Unrealized +16.9%
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $1,288 Shares 7,416 Est. Cost $81.58 Unrealized +105.6%
PFE PFIZER INC 0.4%
Value ($000) $1,285 Shares 35,042 Est. Cost $24.45 Unrealized +35.9%
RF REGIONS FINANCIAL CORP NEW 0.4%
Value ($000) $1,283 Shares 71,975 Est. Cost $9.57 Unrealized +63.2%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,251 Shares 10,510 Est. Cost $79.18 Unrealized +36.8%
AFL AFLAC INC 0.4%
Value ($000) $1,234 Shares 17,672 Est. Cost $32.89 Unrealized +92.2%
ORCL ORACLE CORP 0.3%
Value ($000) $1,209 Shares 10,155 Est. Cost $36.54 Unrealized +174.7%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,204 Shares 18,827 Est. Cost $45.70 Unrealized +29.0%
GL GLOBE LIFE INC 0.3%
Value ($000) $1,168 Shares 10,658 Est. Cost $86.82 Unrealized +21.1%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,165 Shares 8,707 Est. Cost $100.44 Unrealized +17.5%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,134 Shares 27,881 Est. Cost $41.44 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,133 Shares 42,999 Est. Cost $33.16 Unrealized
KLAC KLA CORP 0.3%
Value ($000) $1,094 Shares 2,256 Est. Cost $126.87 Unrealized +221.4%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,072 Shares 4,984 Est. Cost $121.02 Unrealized +69.0%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,072 Shares 10,978 Est. Cost $57.73 Unrealized +46.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.3%
Value ($000) $1,050 Shares 16,854 Est. Cost $76.79 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,043 Shares 8,892 Est. Cost $49.34 Unrealized +117.3%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $1,030 Shares 3,900 Est. Cost $116.76 Unrealized +107.2%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,027 Shares 14,074 Est. Cost $47.28 Unrealized +45.0%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $1,008 Shares 7,302 Est. Cost $83.70 Unrealized +50.2%
YUMC YUM CHINA HLDGS INC 0.3%
Value ($000) $977 Shares 17,284 Est. Cost $27.46 Unrealized +119.6%
ABT ABBOTT LABS 0.3%
Value ($000) $971 Shares 8,903 Est. Cost $54.04 Unrealized +87.8%
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $968 Shares 19,277 Est. Cost $50.51 Unrealized
BA BOEING CO 0.3%
Value ($000) $953 Shares 4,513 Est. Cost $148.86 Unrealized +39.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $947 Shares 25,471 Est. Cost $34.01 Unrealized -8.3%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $946 Shares 3,160 Est. Cost $143.49 Unrealized +84.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $922 Shares 20,359 Est. Cost $25.37 Unrealized +44.2%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $912 Shares 11,239 Est. Cost $87.47 Unrealized
SDY SPDR SER TR 0.3%
Value ($000) $897 Shares 7,317 Est. Cost $80.74 Unrealized
T AT&T INC 0.3%
Value ($000) $889 Shares 55,767 Est. Cost $14.39 Unrealized +2.8%
LIN LINDE PLC 0.3%
Value ($000) $884 Shares 2,320 Est. Cost $352.90 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $883 Shares 1,693 Est. Cost $233.37 Unrealized +129.4%
GLW CORNING INC 0.3%
Value ($000) $872 Shares 24,884 Est. Cost $18.68 Unrealized +63.8%
META META PLATFORMS INC 0.2%
Value ($000) $819 Shares 2,853 Est. Cost $173.02 Unrealized +41.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $817 Shares 19,153 Est. Cost $39.05 Unrealized -3.6%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $811 Shares 14,462 Est. Cost $50.17 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $808 Shares 4,165 Est. Cost $97.15 Unrealized +83.3%
MS MORGAN STANLEY 0.2%
Value ($000) $803 Shares 9,406 Est. Cost $28.72 Unrealized +172.9%
PPG PPG INDS INC 0.2%
Value ($000) $803 Shares 5,413 Est. Cost $91.74 Unrealized +43.5%
IVW ISHARES TR 0.2%
Value ($000) $798 Shares 11,327 Est. Cost $63.51 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $798 Shares 21,480 Est. Cost $24.82 Unrealized +29.2%
IEFA ISHARES TR 0.2%
Value ($000) $797 Shares 11,814 Est. Cost $59.27 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $783 Shares 1,701 Est. Cost $325.24 Unrealized +32.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $779 Shares 7,514 Est. Cost $37.96 Unrealized +148.9%
PAYX PAYCHEX INC 0.2%
Value ($000) $767 Shares 6,858 Est. Cost $38.14 Unrealized +164.9%
TGT TARGET CORP 0.2%
Value ($000) $761 Shares 5,766 Est. Cost $77.32 Unrealized +74.6%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $751 Shares 15,283 Est. Cost $44.18 Unrealized +0.7%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $748 Shares 9,702 Est. Cost $68.57 Unrealized +5.8%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $729 Shares 3,543 Est. Cost $182.29 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $715 Shares 3,526 Est. Cost $151.84 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $710 Shares 3,132 Est. Cost $84.34 Unrealized +137.4%
IVV ISHARES TR 0.2%
Value ($000) $704 Shares 1,580 Est. Cost $360.89 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $700 Shares 7,336 Est. Cost $56.25 Unrealized +57.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $698 Shares 9,059 Est. Cost $55.20 Unrealized +32.1%
GLD SPDR GOLD TR 0.2%
Value ($000) $697 Shares 3,911 Est. Cost $176.70 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $694 Shares 1,575 Est. Cost $24.63 Unrealized +49.5%
CLX CLOROX CO DEL 0.2%
Value ($000) $665 Shares 4,184 Est. Cost $92.54 Unrealized +59.5%
FDX FEDEX CORP 0.2%
Value ($000) $659 Shares 2,660 Est. Cost $151.18 Unrealized +42.9%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $651 Shares 1,428 Est. Cost $301.30 Unrealized +44.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $648 Shares 5,690 Est. Cost $88.38 Unrealized +17.7%
TBRG COMPUTER PROGRAMS & SYS INC 0.2%
Value ($000) $644 Shares 26,092 Est. Cost $28.32 Unrealized -8.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $641 Shares 1,630 Est. Cost $184.87 Unrealized +100.1%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $632 Shares 4,567 Est. Cost $135.12 Unrealized
IUSG ISHARES TR 0.2%
Value ($000) $619 Shares 6,344 Est. Cost $102.46 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $610 Shares 2,299 Est. Cost $200.00 Unrealized +15.0%
CB CHUBB LIMITED 0.2%
Value ($000) $603 Shares 3,133 Est. Cost $123.18 Unrealized +54.1%
IUSV ISHARES TR 0.2%
Value ($000) $599 Shares 7,653 Est. Cost $70.82 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $599 Shares 6,796 Est. Cost $64.50 Unrealized +23.1%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $592 Shares 3,486 Est. Cost $194.52 Unrealized -3.7%
USB US BANCORP DEL 0.2%
Value ($000) $588 Shares 17,803 Est. Cost $31.14 Unrealized -8.8%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $581 Shares 45,780 Est. Cost $17.87 Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $571 Shares 5,654 Est. Cost $89.84 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $570 Shares 5,187 Est. Cost $79.83 Unrealized 0.0%
FLR FLUOR CORP NEW 0.2%
Value ($000) $562 Shares 18,991 Est. Cost $13.34 Unrealized +115.1%
CSX CSX CORP 0.2%
Value ($000) $559 Shares 16,394 Est. Cost $27.12 Unrealized +12.2%
TMUS T-MOBILE US INC 0.2%
Value ($000) $550 Shares 3,960 Est. Cost $131.57 Unrealized +3.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $531 Shares 3,206 Est. Cost $72.53 Unrealized +99.7%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $522 Shares 9,073 Est. Cost $50.62 Unrealized 0.0%
CME CME GROUP INC 0.2%
Value ($000) $520 Shares 2,805 Est. Cost $75.54 Unrealized +120.4%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $514 Shares 6,803 Est. Cost $76.49 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $505 Shares 1,135 Est. Cost $74.22 Unrealized +386.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $495 Shares 2,852 Est. Cost $74.00 Unrealized +114.5%
GLDM WORLD GOLD TR 0.1%
Value ($000) $492 Shares 12,926 Est. Cost $34.36 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $489 Shares 2,555 Est. Cost $115.68 Unrealized +49.3%
O REALTY INCOME CORP 0.1%
Value ($000) $484 Shares 8,089 Est. Cost $32.56 Unrealized +61.5%
EIX EDISON INTL 0.1%
Value ($000) $479 Shares 6,894 Est. Cost $40.75 Unrealized +52.9%
TFC TRUIST FINL CORP 0.1%
Value ($000) $472 Shares 15,539 Est. Cost $41.38 Unrealized -34.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $471 Shares 6,816 Est. Cost $60.25 Unrealized +6.7%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $467 Shares 9,826 Est. Cost $31.18 Unrealized +15.1%
AMGN AMGEN INC 0.1%
Value ($000) $467 Shares 2,101 Est. Cost $121.73 Unrealized +75.5%
WAT WATERS CORP 0.1%
Value ($000) $464 Shares 1,739 Est. Cost $128.66 Unrealized +116.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $462 Shares 5,111 Est. Cost $42.21 Unrealized +89.7%
MSEX MIDDLESEX WTR CO 0.1%
Value ($000) $450 Shares 5,583 Est. Cost $27.84 Unrealized +181.2%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $444 Shares 4,184 Est. Cost $98.77 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $442 Shares 2,094 Est. Cost $173.17 Unrealized +16.5%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $440 Shares 3,132 Est. Cost $71.47 Unrealized +83.3%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $439 Shares 2,256 Est. Cost $107.97 Unrealized +63.8%
ECL ECOLAB INC 0.1%
Value ($000) $436 Shares 2,334 Est. Cost $103.50 Unrealized +61.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $433 Shares 904 Est. Cost $479.05 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $419 Shares 24,941 Est. Cost $8.94 Unrealized +58.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $412 Shares 3,777 Est. Cost $53.03 Unrealized +101.3%
PRA PROASSURANCE CORP 0.1%
Value ($000) $412 Shares 27,293 Est. Cost $31.66 Unrealized -50.3%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $411 Shares 430 Est. Cost $31.34 Unrealized +94.8%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $409 Shares 3,117 Est. Cost $64.93 Unrealized +86.3%
C CITIGROUP INC 0.1%
Value ($000) $407 Shares 8,834 Est. Cost $46.93 Unrealized -8.9%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $398 Shares 3,417 Est. Cost $46.16 Unrealized +134.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $394 Shares 1,574 Est. Cost $151.71 Unrealized +44.8%
CCI CROWN CASTLE INC 0.1%
Value ($000) $391 Shares 3,434 Est. Cost $97.78 Unrealized +4.7%
EBAY EBAY INC. 0.1%
Value ($000) $385 Shares 8,609 Est. Cost $21.53 Unrealized +96.2%
BNS BANK NOVA SCOTIA HALIFAX 0.1%
Value ($000) $383 Shares 7,650 Est. Cost $33.88 Unrealized +27.2%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $372 Shares 6,223 Est. Cost $48.12 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $368 Shares 1,565 Est. Cost $177.23 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $368 Shares 4,953 Est. Cost $39.57 Unrealized +73.2%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $366 Shares 7,576 Est. Cost $54.60 Unrealized -16.8%
GWW GRAINGER W W INC 0.1%
Value ($000) $358 Shares 454 Est. Cost $371.45 Unrealized +81.2%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $354 Shares 5,312 Est. Cost $117.66 Unrealized -42.2%
GM GENERAL MTRS CO 0.1%
Value ($000) $354 Shares 9,173 Est. Cost $33.63 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $349 Shares 1,396 Est. Cost $161.96 Unrealized +50.3%
DLN WISDOMTREE TR 0.1%
Value ($000) $347 Shares 5,458 Est. Cost $55.34 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $346 Shares 3,068 Est. Cost $79.20 Unrealized
HPQ HP INC 0.1%
Value ($000) $346 Shares 11,272 Est. Cost $27.12 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $344 Shares 4,710 Est. Cost $62.68 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $339 Shares 4,750 Est. Cost $23.31 Unrealized +16.6%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $336 Shares 2,146 Est. Cost $132.40 Unrealized
VMWARE INC 0.1%
Value ($000) $335 Shares 2,334 Est. Cost $115.46 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $331 Shares 3,427 Est. Cost $120.97 Unrealized
RH RH 0.1%
Value ($000) $330 Shares 1,000 Est. Cost $181.18 Unrealized +44.3%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $328 Shares 3,473 Est. Cost $59.26 Unrealized +36.0%
SUI SUN CMNTYS INC 0.1%
Value ($000) $322 Shares 2,467 Est. Cost $135.49 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $318 Shares 6,399 Est. Cost $33.88 Unrealized +25.5%
ALB ALBEMARLE CORP 0.1%
Value ($000) $317 Shares 1,421 Est. Cost $111.68 Unrealized +75.5%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $311 Shares 4,751 Est. Cost $70.50 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.1%
Value ($000) $310 Shares 6,000 Est. Cost $20.40 Unrealized +156.9%
TLT ISHARES TR 0.1%
Value ($000) $309 Shares 2,999 Est. Cost $105.43 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $306 Shares 4,050 Est. Cost $37.61 Unrealized +84.3%
IVE ISHARES TR 0.1%
Value ($000) $302 Shares 1,871 Est. Cost $161.19 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $298 Shares 3,770 Est. Cost $57.66 Unrealized +16.4%
PWR QUANTA SVCS INC 0.1%
Value ($000) $295 Shares 1,500 Est. Cost $141.33 Unrealized +23.1%
IWM ISHARES TR 0.1%
Value ($000) $293 Shares 1,565 Est. Cost $165.63 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $286 Shares 1,168 Est. Cost $153.89 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $283 Shares 8,455 Est. Cost $22.32 Unrealized +24.7%
ETN EATON CORP PLC 0.1%
Value ($000) $281 Shares 1,397 Est. Cost $170.34 Unrealized 0.0%
SNAP SNAP INC 0.1%
Value ($000) $280 Shares 23,650 Est. Cost $27.47 Unrealized -63.4%
DOW DOW INC 0.1%
Value ($000) $274 Shares 5,153 Est. Cost $41.48 Unrealized +9.1%
SBLK STAR BULK CARRIERS CORP. 0.1%
Value ($000) $271 Shares 15,330 Est. Cost $21.21 Unrealized -9.3%
CTVA CORTEVA INC 0.1%
Value ($000) $266 Shares 4,635 Est. Cost $50.71 Unrealized +11.7%
UPST UPSTART HLDGS INC 0.1%
Value ($000) $264 Shares 7,375 Est. Cost $23.00 Unrealized 0.0%
FMC FMC CORP 0.1%
Value ($000) $263 Shares 2,519 Est. Cost $55.67 Unrealized +80.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $259 Shares 9,087 Est. Cost $73.54 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $256 Shares 1,056 Est. Cost $207.40 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $254 Shares 2,853 Est. Cost $70.16 Unrealized +14.9%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $253 Shares 1,778 Est. Cost $142.37 Unrealized
CE CELANESE CORP DEL 0.1%
Value ($000) $251 Shares 2,170 Est. Cost $94.49 Unrealized +10.7%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $247 Shares 5,727 Est. Cost $31.72 Unrealized +17.2%
IYE ISHARES TR 0.1%
Value ($000) $245 Shares 5,715 Est. Cost $29.08 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $244 Shares 799 Est. Cost $257.74 Unrealized +9.2%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $243 Shares 3,207 Est. Cost $75.62 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $242 Shares 1,169 Est. Cost $245.96 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $241 Shares 13,981 Est. Cost $14.79 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $240 Shares 2,393 Est. Cost $102.18 Unrealized -24.1%
IWF ISHARES TR 0.1%
Value ($000) $239 Shares 867 Est. Cost $214.24 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $237 Shares 3,478 Est. Cost $57.70 Unrealized +1.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $228 Shares 2,256 Est. Cost $93.02 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $227 Shares 3,557 Est. Cost $70.98 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $224 Shares 2,303 Est. Cost $69.69 Unrealized +38.4%
PLD PROLOGIS INC. 0.1%
Value ($000) $222 Shares 1,809 Est. Cost $112.84 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $222 Shares 2,237 Est. Cost $87.55 Unrealized +11.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $218 Shares 675 Est. Cost $321.54 Unrealized -4.2%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $213 Shares 1,303 Est. Cost $155.15 Unrealized
UNILEVER PLC 0.1%
Value ($000) $209 Shares 4,002 Est. Cost $50.35 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $208 Shares 1,015 Est. Cost $205.89 Unrealized -2.9%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $207 Shares 430 Est. Cost $445.37 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $206 Shares 1,268 Est. Cost $162.43 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $204 Shares 3,595 Est. Cost $56.72 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $204 Shares 3,762 Est. Cost $43.87 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $204 Shares 2,510 Est. Cost $75.72 Unrealized +4.3%
SLF SUN LIFE FINANCIAL INC. 0.1%
Value ($000) $201 Shares 3,848 Est. Cost $49.13 Unrealized 0.0%
CCL CARNIVAL CORP 0.1%
Value ($000) $193 Shares 10,227 Est. Cost $14.34 Unrealized -18.4%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $189 Shares 15,092 Est. Cost $18.55 Unrealized -30.0%
VALE VALE S A 0.0%
Value ($000) $167 Shares 12,420 Est. Cost $14.63 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $134 Shares 12,820 Est. Cost $12.34 Unrealized -22.8%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $133 Shares 11,797 Est. Cost $12.11 Unrealized 0.0%
VERTEX ENERGY INC 0.0%
Value ($000) $123 Shares 19,635 Est. Cost $10.10 Unrealized
MATTERPORT INC 0.0%
Value ($000) $95 Shares 30,000 Est. Cost $6.62 Unrealized
BEYOND AIR INC 0.0%
Value ($000) $94 Shares 21,965 Est. Cost $7.42 Unrealized
SOMALOGIC INC 0.0%
Value ($000) $28 Shares 12,000 Est. Cost $2.51 Unrealized
VIRNETX HLDG CORP 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $1.30 Unrealized