Blue Chip Partners, LLC Diversified Active

CIK: 0001632801 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 8, 2022

Total Value ($000): $796,905 (100.0% shares, 0.0% debt)

Holdings (174)

VCIT VANGUARD SCOTTSDALE FDS 6.5%
Value ($000) $51,710 Shares 557,464 Est. Cost $87.64 Unrealized
MSFT MICROSOFT CORP 4.4%
Value ($000) $35,266 Shares 104,859 Est. Cost $45.66 Unrealized +586.5%
AAPL APPLE INC 4.3%
Value ($000) $34,593 Shares 194,813 Est. Cost $94.85 Unrealized +63.1%
GOOG ALPHABET INC 4.0%
Value ($000) $31,810 Shares 10,993 Est. Cost $67.39 Unrealized +112.9%
UNH UNITEDHEALTH GROUP INC 3.2%
Value ($000) $25,707 Shares 51,195 Est. Cost $265.98 Unrealized +58.7%
HD HOME DEPOT INC 3.2%
Value ($000) $25,691 Shares 61,905 Est. Cost $146.04 Unrealized +135.0%
BAC BK OF AMERICA CORP 3.2%
Value ($000) $25,119 Shares 564,598 Est. Cost $23.50 Unrealized +74.6%
ABBV ABBVIE INC 3.1%
Value ($000) $24,715 Shares 182,532 Est. Cost $56.18 Unrealized +81.0%
XLE SELECT SECTOR SPDR TR 3.1%
Value ($000) $24,367 Shares 439,041 Est. Cost $31.44 Unrealized
TGT TARGET CORP 3.0%
Value ($000) $24,255 Shares 104,799 Est. Cost $59.20 Unrealized +261.8%
JPM JPMORGAN CHASE & CO 3.0%
Value ($000) $24,201 Shares 152,834 Est. Cost $70.41 Unrealized +109.9%
MS MORGAN STANLEY 3.0%
Value ($000) $24,041 Shares 244,919 Est. Cost $49.36 Unrealized +75.8%
AVGO BROADCOM INC 3.0%
Value ($000) $23,802 Shares 35,770 Est. Cost $27.36 Unrealized +89.3%
NEE NEXTERA ENERGY INC 2.8%
Value ($000) $22,162 Shares 237,380 Est. Cost $63.56 Unrealized +21.7%
UPS UNITED PARCEL SERVICE INC 2.6%
Value ($000) $20,344 Shares 94,916 Est. Cost $82.30 Unrealized +104.8%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $19,593 Shares 114,535 Est. Cost $97.37 Unrealized +49.0%
TXN TEXAS INSTRS INC 2.4%
Value ($000) $19,180 Shares 101,769 Est. Cost $76.16 Unrealized +123.4%
MCD MCDONALDS CORP 2.3%
Value ($000) $18,408 Shares 68,668 Est. Cost $127.89 Unrealized +79.5%
PAYX PAYCHEX INC 2.2%
Value ($000) $17,871 Shares 130,922 Est. Cost $80.20 Unrealized +37.0%
CMCSA COMCAST CORP NEW 2.0%
Value ($000) $15,841 Shares 314,741 Est. Cost $30.80 Unrealized +49.8%
AMZN AMAZON COM INC 2.0%
Value ($000) $15,618 Shares 4,684 Est. Cost $121.04 Unrealized +41.4%
V VISA INC 1.9%
Value ($000) $15,306 Shares 70,628 Est. Cost $180.01 Unrealized +15.6%
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $14,350 Shares 25,277 Est. Cost $472.69 Unrealized +3.3%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $13,887 Shares 267,270 Est. Cost $33.01 Unrealized +22.4%
PEP PEPSICO INC 1.7%
Value ($000) $13,187 Shares 75,912 Est. Cost $92.44 Unrealized +55.2%
CAT CATERPILLAR INC 1.6%
Value ($000) $12,990 Shares 62,834 Est. Cost $188.85 Unrealized -1.1%
ABT ABBOTT LABS 1.6%
Value ($000) $12,975 Shares 92,192 Est. Cost $88.12 Unrealized +34.7%
MDT MEDTRONIC PLC 1.6%
Value ($000) $12,747 Shares 123,218 Est. Cost $81.45 Unrealized +25.3%
PM PHILIP MORRIS INTL INC 1.5%
Value ($000) $12,268 Shares 129,133 Est. Cost $68.21 Unrealized +11.9%
BLACKROCK INC 1.4%
Value ($000) $11,057 Shares 12,076 Est. Cost $846.14 Unrealized
XLB SELECT SECTOR SPDR TR 0.9%
Value ($000) $7,448 Shares 82,200 Est. Cost $90.61 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $6,852 Shares 12,084 Est. Cost $372.76 Unrealized +67.7%
DOW DOW INC 0.7%
Value ($000) $5,943 Shares 104,778 Est. Cost $46.13 Unrealized -2.4%
AMGN AMGEN INC 0.7%
Value ($000) $5,935 Shares 26,383 Est. Cost $147.51 Unrealized +25.5%
DTE DTE ENERGY CO 0.7%
Value ($000) $5,819 Shares 48,680 Est. Cost $80.57 Unrealized +23.4%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $5,168 Shares 36,163 Est. Cost $111.82 Unrealized +3.1%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $5,094 Shares 31,300 Est. Cost $153.62 Unrealized
XLRE SELECT SECTOR SPDR TR 0.6%
Value ($000) $4,894 Shares 94,466 Est. Cost $46.59 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.6%
Value ($000) $4,478 Shares 41,769 Est. Cost $47.67 Unrealized +119.4%
KO COCA COLA CO 0.5%
Value ($000) $3,837 Shares 64,811 Est. Cost $30.89 Unrealized +59.2%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $3,570 Shares 21,392 Est. Cost $50.06 Unrealized +201.0%
ADC AGREE RLTY CORP 0.4%
Value ($000) $3,474 Shares 48,688 Est. Cost $51.05 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $3,343 Shares 20,438 Est. Cost $98.59 Unrealized +36.1%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $3,335 Shares 13,527 Est. Cost $74.09 Unrealized +179.8%
JPST J P MORGAN EXCHANGE-TRADED F 0.4%
Value ($000) $3,068 Shares 60,784 Est. Cost $49.93 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $3,002 Shares 25,820 Est. Cost $110.58 Unrealized
JCI JOHNSON CTLS INTL PLC 0.4%
Value ($000) $2,885 Shares 35,486 Est. Cost $36.11 Unrealized +92.8%
AGG ISHARES TR 0.3%
Value ($000) $2,624 Shares 23,001 Est. Cost $115.07 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $2,618 Shares 15,241 Est. Cost $103.68 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $2,501 Shares 13,676 Est. Cost $50.51 Unrealized +189.2%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $2,428 Shares 8,156 Est. Cost $81.55 Unrealized +213.0%
UNP UNION PAC CORP 0.3%
Value ($000) $2,407 Shares 9,552 Est. Cost $91.72 Unrealized +134.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,219 Shares 25,783 Est. Cost $55.54 Unrealized +42.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,161 Shares 6,082 Est. Cost $215.29 Unrealized +43.5%
MRK MERCK & CO INC 0.3%
Value ($000) $2,048 Shares 26,720 Est. Cost $42.05 Unrealized +66.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,782 Shares 615 Est. Cost $46.42 Unrealized +207.9%
TLT ISHARES TR 0.2%
Value ($000) $1,744 Shares 11,770 Est. Cost $148.17 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $1,692 Shares 28,892 Est. Cost $43.81 Unrealized +13.5%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,519 Shares 3,199 Est. Cost $271.80 Unrealized
XYLD GLOBAL X FDS 0.2%
Value ($000) $1,444 Shares 28,581 Est. Cost $50.52 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,386 Shares 47,852 Est. Cost $26.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,369 Shares 10,242 Est. Cost $98.07 Unrealized +8.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,242 Shares 4,154 Est. Cost $235.22 Unrealized +21.8%
WMT WALMART INC 0.2%
Value ($000) $1,204 Shares 8,320 Est. Cost $20.95 Unrealized +115.7%
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $1,192 Shares 23,348 Est. Cost $51.05 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $1,154 Shares 6,312 Est. Cost $92.81 Unrealized
AON AON PLC 0.1%
Value ($000) $1,150 Shares 3,827 Est. Cost $178.56 Unrealized +62.9%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $1,132 Shares 5,422 Est. Cost $125.55 Unrealized +19.5%
DTM DT MIDSTREAM INC 0.1%
Value ($000) $1,067 Shares 22,238 Est. Cost $35.96 Unrealized +10.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,018 Shares 16,063 Est. Cost $22.53 Unrealized +124.0%
CMA COMERICA INC 0.1%
Value ($000) $999 Shares 11,487 Est. Cost $39.76 Unrealized +76.7%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $952 Shares 10,696 Est. Cost $51.87 Unrealized +39.7%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $947 Shares 8,445 Est. Cost $84.71 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $922 Shares 3,446 Est. Cost $146.60 Unrealized +71.3%
TSLA TESLA INC 0.1%
Value ($000) $919 Shares 870 Est. Cost $232.87 Unrealized +44.0%
F FORD MTR CO DEL 0.1%
Value ($000) $892 Shares 42,951 Est. Cost $8.39 Unrealized +66.9%
META META PLATFORMS INC 0.1%
Value ($000) $814 Shares 2,421 Est. Cost $290.49 Unrealized +13.5%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $813 Shares 54,195 Est. Cost $15.00 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $759 Shares 9,071 Est. Cost $96.99 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $748 Shares 3,029 Est. Cost $130.55 Unrealized +61.1%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $712 Shares 8,811 Est. Cost $82.69 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $693 Shares 14,631 Est. Cost $30.27 Unrealized +8.3%
HYMB SPDR SER TR 0.1%
Value ($000) $649 Shares 10,798 Est. Cost $56.35 Unrealized
POOL POOL CORP 0.1%
Value ($000) $634 Shares 1,120 Est. Cost $469.22 Unrealized +6.0%
NFLX NETFLIX INC 0.1%
Value ($000) $619 Shares 1,028 Est. Cost $55.06 Unrealized +16.0%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $612 Shares 11,357 Est. Cost $51.81 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $608 Shares 7,170 Est. Cost $85.51 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $585 Shares 11,354 Est. Cost $35.95 Unrealized +31.5%
PFE PFIZER INC 0.1%
Value ($000) $570 Shares 9,657 Est. Cost $23.05 Unrealized +74.5%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $555 Shares 6,870 Est. Cost $51.92 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $541 Shares 1,923 Est. Cost $300.31 Unrealized -2.9%
DGRO ISHARES TR 0.1%
Value ($000) $521 Shares 9,366 Est. Cost $37.60 Unrealized
DE DEERE & CO 0.1%
Value ($000) $520 Shares 1,517 Est. Cost $133.63 Unrealized +145.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $494 Shares 4,224 Est. Cost $80.85 Unrealized +26.4%
IVE ISHARES TR 0.1%
Value ($000) $491 Shares 3,132 Est. Cost $127.82 Unrealized
TFI SPDR SER TR 0.1%
Value ($000) $490 Shares 9,479 Est. Cost $48.10 Unrealized
SUI SUN CMNTYS INC 0.1%
Value ($000) $482 Shares 2,293 Est. Cost $91.33 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $480 Shares 6,185 Est. Cost $68.03 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $478 Shares 736 Est. Cost $124.53 Unrealized +5.4%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $455 Shares 1,207 Est. Cost $405.65 Unrealized -4.2%
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $455 Shares 2,202 Est. Cost $199.23 Unrealized +4.9%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $422 Shares 2,065 Est. Cost $165.42 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $411 Shares 2,948 Est. Cost $33.61 Unrealized +274.9%
ORCL ORACLE CORP 0.1%
Value ($000) $409 Shares 4,689 Est. Cost $57.30 Unrealized +55.1%
LLY LILLY ELI & CO 0.1%
Value ($000) $404 Shares 1,462 Est. Cost $87.77 Unrealized +177.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $395 Shares 6,455 Est. Cost $51.08 Unrealized +5.5%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $391 Shares 2,210 Est. Cost $115.67 Unrealized +19.4%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $389 Shares 4,790 Est. Cost $81.58 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $383 Shares 17,260 Est. Cost $22.19 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $378 Shares 878 Est. Cost $369.50 Unrealized 0.0%
IVV ISHARES TR 0.0%
Value ($000) $377 Shares 790 Est. Cost $337.22 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $371 Shares 7,107 Est. Cost $56.80 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $371 Shares 1,781 Est. Cost $147.11 Unrealized +25.8%
T AT&T INC 0.0%
Value ($000) $365 Shares 14,828 Est. Cost $18.31 Unrealized -19.9%
CMI CUMMINS INC 0.0%
Value ($000) $349 Shares 1,602 Est. Cost $92.76 Unrealized +121.9%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $340 Shares 4,428 Est. Cost $46.15 Unrealized +58.0%
SDY SPDR SER TR 0.0%
Value ($000) $323 Shares 2,504 Est. Cost $79.48 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $322 Shares 3,042 Est. Cost $97.39 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $296 Shares 1,686 Est. Cost $51.83 Unrealized +217.7%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $291 Shares 2,898 Est. Cost $54.57 Unrealized +70.3%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $274 Shares 688 Est. Cost $280.30 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $270 Shares 2,781 Est. Cost $39.24 Unrealized +102.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $262 Shares 1,556 Est. Cost $86.18 Unrealized +53.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $259 Shares 2,446 Est. Cost $102.12 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $252 Shares 857 Est. Cost $22.05 Unrealized +24.5%
REV GROUP INC 0.0%
Value ($000) $249 Shares 17,565 Est. Cost $17.90 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $243 Shares 5,819 Est. Cost $19.45 Unrealized +83.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $232 Shares 3,010 Est. Cost $67.41 Unrealized
NKE NIKE INC 0.0%
Value ($000) $231 Shares 1,388 Est. Cost $83.28 Unrealized +85.6%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $229 Shares 15,224 Est. Cost $10.95 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $226 Shares 2,645 Est. Cost $86.50 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $223 Shares 3,531 Est. Cost $63.15 Unrealized
MMM 3M CO 0.0%
Value ($000) $222 Shares 1,251 Est. Cost $114.69 Unrealized +11.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $205 Shares 433 Est. Cost $305.66 Unrealized +44.6%
IWR ISHARES TR 0.0%
Value ($000) $198 Shares 2,390 Est. Cost $78.67 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $197 Shares 4,134 Est. Cost $40.47 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $196 Shares 5,022 Est. Cost $30.42 Unrealized +28.0%
ATRC ATRICURE INC 0.0%
Value ($000) $194 Shares 2,797 Est. Cost $43.54 Unrealized +66.9%
ITM VANECK ETF TRUST 0.0%
Value ($000) $192 Shares 3,743 Est. Cost $51.39 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $191 Shares 9,113 Est. Cost $11.68 Unrealized +0.7%
IJR ISHARES TR 0.0%
Value ($000) $189 Shares 1,647 Est. Cost $73.45 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $188 Shares 4,338 Est. Cost $44.28 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $182 Shares 1,292 Est. Cost $131.03 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $174 Shares 2,212 Est. Cost $53.39 Unrealized +28.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $172 Shares 2,763 Est. Cost $48.39 Unrealized +1.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $172 Shares 125 Est. Cost $127.80 Unrealized +14.3%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $167 Shares 2,465 Est. Cost $42.74 Unrealized +32.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $163 Shares 373 Est. Cost $368.74 Unrealized
BA BOEING CO 0.0%
Value ($000) $161 Shares 800 Est. Cost $177.16 Unrealized +19.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $159 Shares 1,866 Est. Cost $57.81 Unrealized +22.7%
XTL SPDR SER TR 0.0%
Value ($000) $150 Shares 1,477 Est. Cost $101.56 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $144 Shares 1,240 Est. Cost $124.86 Unrealized -9.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $136 Shares 869 Est. Cost $83.97 Unrealized +71.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $135 Shares 631 Est. Cost $180.55 Unrealized +12.7%
CRM SALESFORCE COM INC 0.0%
Value ($000) $135 Shares 530 Est. Cost $219.95 Unrealized +26.2%
USMV ISHARES TR 0.0%
Value ($000) $129 Shares 1,594 Est. Cost $63.94 Unrealized
VFC V F CORP 0.0%
Value ($000) $128 Shares 1,745 Est. Cost $53.32 Unrealized +37.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $126 Shares 304 Est. Cost $343.31 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $124 Shares 712 Est. Cost $174.69 Unrealized -16.6%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $123 Shares 11,486 Est. Cost $9.32 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $122 Shares 1,300 Est. Cost $83.92 Unrealized +20.8%
SJNK SPDR SER TR 0.0%
Value ($000) $122 Shares 4,509 Est. Cost $27.59 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $121 Shares 1,546 Est. Cost $52.97 Unrealized +17.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $119 Shares 390 Est. Cost $251.19 Unrealized +5.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $118 Shares 519 Est. Cost $167.49 Unrealized +17.4%
INTU INTUIT 0.0%
Value ($000) $117 Shares 182 Est. Cost $601.47 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $116 Shares 378 Est. Cost $270.56 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $115 Shares 1,240 Est. Cost $66.82 Unrealized +29.5%
HAS HASBRO INC 0.0%
Value ($000) $113 Shares 1,112 Est. Cost $80.69 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $111 Shares 1,699 Est. Cost $23.81 Unrealized +127.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $108 Shares 1,988 Est. Cost $50.71 Unrealized +0.5%
IJH ISHARES TR 0.0%
Value ($000) $107 Shares 379 Est. Cost $282.32 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $106 Shares 1,216 Est. Cost $87.34 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $105 Shares 678 Est. Cost $145.84 Unrealized +8.2%