Blue Chip Partners, LLC Diversified Active

CIK: 0001632801 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 5, 2024

Total Value ($000): $958,734 (100.0% shares, 0.0% debt)

Holdings (177)

FBND FIDELITY MERRIMACK STR TR 10.1%
Value ($000) $96,598 Shares 2,098,130 Est. Cost $43.58 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $42,710 Shares 221,833 Est. Cost $103.12 Unrealized +77.3%
MSFT MICROSOFT CORP 4.1%
Value ($000) $39,076 Shares 103,913 Est. Cost $59.28 Unrealized +491.0%
GOOG ALPHABET INC 3.5%
Value ($000) $33,122 Shares 235,023 Est. Cost $108.25 Unrealized +24.4%
JPM JPMORGAN CHASE & CO 3.2%
Value ($000) $30,804 Shares 181,095 Est. Cost $77.80 Unrealized +86.2%
XLE SELECT SECTOR SPDR TR 3.0%
Value ($000) $28,456 Shares 339,412 Est. Cost $34.89 Unrealized
AVGO BROADCOM INC 2.9%
Value ($000) $28,137 Shares 25,207 Est. Cost $29.91 Unrealized +208.4%
ABBV ABBVIE INC 2.9%
Value ($000) $27,808 Shares 179,439 Est. Cost $61.96 Unrealized +119.0%
UNH UNITEDHEALTH GROUP INC 2.8%
Value ($000) $27,150 Shares 51,569 Est. Cost $276.90 Unrealized +84.7%
MUB ISHARES TR 2.7%
Value ($000) $25,641 Shares 236,522 Est. Cost $108.38 Unrealized
MS MORGAN STANLEY 2.7%
Value ($000) $25,407 Shares 272,465 Est. Cost $51.68 Unrealized +44.7%
HD HOME DEPOT INC 2.6%
Value ($000) $24,758 Shares 71,440 Est. Cost $164.73 Unrealized +78.3%
MCD MCDONALDS CORP 2.5%
Value ($000) $24,222 Shares 81,691 Est. Cost $143.47 Unrealized +80.3%
V VISA INC 2.4%
Value ($000) $22,940 Shares 88,114 Est. Cost $186.54 Unrealized +30.1%
COST COSTCO WHSL CORP NEW 2.4%
Value ($000) $22,620 Shares 34,269 Est. Cost $482.30 Unrealized +18.9%
BAC BANK AMERICA CORP 2.3%
Value ($000) $22,136 Shares 657,443 Est. Cost $24.47 Unrealized +12.8%
BA BOEING CO 2.3%
Value ($000) $21,690 Shares 83,210 Est. Cost $181.13 Unrealized +18.1%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $20,577 Shares 131,279 Est. Cost $104.03 Unrealized +38.0%
WM WASTE MGMT INC DEL 2.1%
Value ($000) $20,400 Shares 113,900 Est. Cost $139.55 Unrealized +16.4%
BLACKROCK INC 2.0%
Value ($000) $19,649 Shares 24,205 Est. Cost $730.01 Unrealized
PEP PEPSICO INC 2.0%
Value ($000) $19,434 Shares 114,427 Est. Cost $114.07 Unrealized +34.8%
TGT TARGET CORP 1.9%
Value ($000) $18,540 Shares 130,179 Est. Cost $74.07 Unrealized +52.6%
CSCO CISCO SYS INC 1.9%
Value ($000) $18,126 Shares 358,791 Est. Cost $41.40 Unrealized +15.9%
IQLT ISHARES TR 1.8%
Value ($000) $17,483 Shares 465,474 Est. Cost $35.37 Unrealized
UNP UNION PAC CORP 1.8%
Value ($000) $17,344 Shares 70,614 Est. Cost $201.03 Unrealized +4.1%
ABT ABBOTT LABS 1.7%
Value ($000) $16,007 Shares 145,424 Est. Cost $93.69 Unrealized +2.5%
PM PHILIP MORRIS INTL INC 1.7%
Value ($000) $15,822 Shares 168,174 Est. Cost $71.93 Unrealized +16.4%
MRK MERCK & CO INC 1.6%
Value ($000) $15,522 Shares 142,375 Est. Cost $90.06 Unrealized +7.5%
UPS UNITED PARCEL SERVICE INC 1.6%
Value ($000) $15,201 Shares 96,677 Est. Cost $96.69 Unrealized +38.8%
VTEB VANGUARD MUN BD FDS 1.4%
Value ($000) $13,262 Shares 259,781 Est. Cost $48.11 Unrealized
DTE DTE ENERGY CO 1.3%
Value ($000) $12,876 Shares 116,779 Est. Cost $98.09 Unrealized -3.2%
KLAC KLA CORP 1.0%
Value ($000) $9,330 Shares 16,051 Est. Cost $473.24 Unrealized +8.0%
EQIX EQUINIX INC 1.0%
Value ($000) $9,202 Shares 11,426 Est. Cost $622.74 Unrealized +17.8%
AGG ISHARES TR 0.9%
Value ($000) $9,025 Shares 90,935 Est. Cost $98.79 Unrealized
ASML ASML HOLDING N V 0.9%
Value ($000) $9,005 Shares 11,897 Est. Cost $604.37 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $8,742 Shares 191,673 Est. Cost $45.43 Unrealized
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $8,210 Shares 38,031 Est. Cost $179.60 Unrealized -2.5%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $8,109 Shares 133,500 Est. Cost $63.00 Unrealized -15.1%
GPC GENUINE PARTS CO 0.8%
Value ($000) $7,928 Shares 57,239 Est. Cost $128.49 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.7%
Value ($000) $6,412 Shares 6,749 Est. Cost $63.20 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $3,848 Shares 24,388 Est. Cost $144.89 Unrealized
TXN TEXAS INSTRS INC 0.4%
Value ($000) $3,793 Shares 22,251 Est. Cost $83.59 Unrealized +74.1%
KO COCA COLA CO 0.4%
Value ($000) $3,594 Shares 60,991 Est. Cost $30.89 Unrealized +72.4%
AMZN AMAZON COM INC 0.3%
Value ($000) $3,224 Shares 21,218 Est. Cost $125.72 Unrealized +11.5%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $3,155 Shares 21,528 Est. Cost $99.78 Unrealized +40.9%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $2,965 Shares 12,725 Est. Cost $74.09 Unrealized +199.7%
AMGN AMGEN INC 0.3%
Value ($000) $2,917 Shares 10,129 Est. Cost $147.51 Unrealized +72.9%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $2,906 Shares 17,056 Est. Cost $119.77 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,767 Shares 6,106 Est. Cost $220.75 Unrealized +89.1%
ADC AGREE RLTY CORP 0.3%
Value ($000) $2,452 Shares 38,959 Est. Cost $55.54 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,186 Shares 16,030 Est. Cost $135.06 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $2,170 Shares 25,796 Est. Cost $82.98 Unrealized -8.9%
ADBE ADOBE INC 0.2%
Value ($000) $2,019 Shares 3,385 Est. Cost $372.76 Unrealized +54.7%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,809 Shares 7,654 Est. Cost $81.55 Unrealized +145.4%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,762 Shares 3,707 Est. Cost $319.94 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,750 Shares 12,530 Est. Cost $106.79 Unrealized +24.9%
PAG PENSKE AUTOMOTIVE GRP INC 0.2%
Value ($000) $1,669 Shares 10,396 Est. Cost $123.78 Unrealized +23.7%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,654 Shares 8,592 Est. Cost $125.65 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,639 Shares 10,394 Est. Cost $26.61 Unrealized +94.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,554 Shares 10,745 Est. Cost $56.14 Unrealized +110.8%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,514 Shares 40,271 Est. Cost $33.26 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,439 Shares 49,214 Est. Cost $26.98 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,423 Shares 28,332 Est. Cost $49.93 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,383 Shares 4,678 Est. Cost $192.43 Unrealized +30.6%
EQWL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,380 Shares 15,758 Est. Cost $81.46 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,304 Shares 11,685 Est. Cost $90.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,172 Shares 3,287 Est. Cost $237.41 Unrealized +47.8%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,144 Shares 10,039 Est. Cost $98.21 Unrealized
AON AON PLC 0.1%
Value ($000) $1,130 Shares 3,884 Est. Cost $178.56 Unrealized +76.6%
DTM DT MIDSTREAM INC 0.1%
Value ($000) $1,052 Shares 19,190 Est. Cost $36.25 Unrealized +39.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,045 Shares 1,792 Est. Cost $135.88 Unrealized +323.2%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $1,034 Shares 6,287 Est. Cost $96.48 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,010 Shares 3,372 Est. Cost $146.60 Unrealized +87.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $952 Shares 9,524 Est. Cost $65.53 Unrealized +48.9%
QYLD GLOBAL X FDS 0.1%
Value ($000) $927 Shares 53,445 Est. Cost $16.72 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $882 Shares 1,782 Est. Cost $22.19 Unrealized +108.7%
XYLD GLOBAL X FDS 0.1%
Value ($000) $877 Shares 22,241 Est. Cost $44.02 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $852 Shares 15,497 Est. Cost $56.52 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $844 Shares 11,717 Est. Cost $73.07 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $800 Shares 3,053 Est. Cost $140.89 Unrealized +61.4%
SOXX ISHARES TR 0.1%
Value ($000) $750 Shares 1,301 Est. Cost $404.85 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $717 Shares 8,381 Est. Cost $87.51 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $713 Shares 17,800 Est. Cost $46.17 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $672 Shares 2,562 Est. Cost $262.46 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $603 Shares 3,153 Est. Cost $179.26 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $599 Shares 49,126 Est. Cost $9.16 Unrealized +5.1%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $584 Shares 7,185 Est. Cost $52.40 Unrealized +36.9%
CMA COMERICA INC 0.1%
Value ($000) $576 Shares 10,324 Est. Cost $39.77 Unrealized +2.3%
IEFA ISHARES TR 0.1%
Value ($000) $527 Shares 7,488 Est. Cost $61.88 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $521 Shares 4,290 Est. Cost $113.10 Unrealized -1.7%
DOW DOW INC 0.1%
Value ($000) $519 Shares 9,465 Est. Cost $46.13 Unrealized -3.2%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $511 Shares 2,856 Est. Cost $143.44 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $498 Shares 3,044 Est. Cost $99.01 Unrealized +42.9%
DE DEERE & CO 0.1%
Value ($000) $489 Shares 1,223 Est. Cost $138.74 Unrealized +163.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $468 Shares 1,506 Est. Cost $213.64 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $455 Shares 2,761 Est. Cost $33.61 Unrealized +350.2%
IGV ISHARES TR 0.0%
Value ($000) $422 Shares 1,040 Est. Cost $304.70 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $409 Shares 6,465 Est. Cost $65.51 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $408 Shares 5,611 Est. Cost $47.98 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $386 Shares 2,585 Est. Cost $140.53 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $370 Shares 2,683 Est. Cost $135.28 Unrealized -6.7%
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $360 Shares 7,098 Est. Cost $50.98 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $357 Shares 2,053 Est. Cost $127.82 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $352 Shares 5,345 Est. Cost $54.88 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $351 Shares 2,995 Est. Cost $117.28 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $347 Shares 847 Est. Cost $293.20 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $345 Shares 23,221 Est. Cost $14.87 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $345 Shares 3,589 Est. Cost $82.86 Unrealized +11.3%
CORNERSTONE TOTAL RETURN FD 0.0%
Value ($000) $332 Shares 47,068 Est. Cost $7.06 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $330 Shares 2,640 Est. Cost $79.48 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $328 Shares 1,651 Est. Cost $58.42 Unrealized +194.8%
IVW ISHARES TR 0.0%
Value ($000) $322 Shares 4,282 Est. Cost $96.99 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $312 Shares 5,949 Est. Cost $40.83 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $311 Shares 1,253 Est. Cost $264.07 Unrealized -10.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $302 Shares 7,492 Est. Cost $30.81 Unrealized +13.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $297 Shares 1,416 Est. Cost $147.11 Unrealized +17.1%
META META PLATFORMS INC 0.0%
Value ($000) $296 Shares 835 Est. Cost $291.71 Unrealized +10.9%
CMI CUMMINS INC 0.0%
Value ($000) $283 Shares 1,181 Est. Cost $97.52 Unrealized +122.3%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $280 Shares 2,515 Est. Cost $54.57 Unrealized +82.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $273 Shares 2,801 Est. Cost $84.53 Unrealized +4.2%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $271 Shares 4,196 Est. Cost $46.83 Unrealized +28.0%
IGM ISHARES TR 0.0%
Value ($000) $267 Shares 595 Est. Cost $448.26 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $263 Shares 3,409 Est. Cost $82.32 Unrealized
T AT&T INC 0.0%
Value ($000) $256 Shares 15,271 Est. Cost $17.84 Unrealized -20.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $252 Shares 2,989 Est. Cost $49.94 Unrealized +52.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $245 Shares 6,500 Est. Cost $33.86 Unrealized -8.5%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $239 Shares 519 Est. Cost $328.44 Unrealized +24.0%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $224 Shares 3,044 Est. Cost $41.07 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $221 Shares 2,908 Est. Cost $72.62 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $221 Shares 5,665 Est. Cost $34.59 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $219 Shares 6,669 Est. Cost $32.01 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $218 Shares 5,423 Est. Cost $35.44 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $216 Shares 1,603 Est. Cost $115.30 Unrealized +4.6%
IYM ISHARES TR 0.0%
Value ($000) $212 Shares 1,537 Est. Cost $124.81 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $209 Shares 2,051 Est. Cost $96.89 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $209 Shares 1,565 Est. Cost $88.65 Unrealized +19.1%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $205 Shares 1,372 Est. Cost $129.08 Unrealized +6.8%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $199 Shares 3,429 Est. Cost $54.26 Unrealized
INTU INTUIT 0.0%
Value ($000) $194 Shares 311 Est. Cost $403.22 Unrealized +35.1%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $188 Shares 15,447 Est. Cost $10.98 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $187 Shares 6,504 Est. Cost $25.59 Unrealized +3.2%
EFA ISHARES TR 0.0%
Value ($000) $183 Shares 2,424 Est. Cost $70.80 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $183 Shares 1,732 Est. Cost $57.74 Unrealized +84.8%
HYD VANECK ETF TRUST 0.0%
Value ($000) $182 Shares 3,530 Est. Cost $50.55 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $181 Shares 7,299 Est. Cost $23.71 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $180 Shares 658 Est. Cost $233.56 Unrealized +11.0%
INTC INTEL CORP 0.0%
Value ($000) $178 Shares 3,541 Est. Cost $35.83 Unrealized +11.7%
IWR ISHARES TR 0.0%
Value ($000) $177 Shares 2,283 Est. Cost $78.67 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $177 Shares 503 Est. Cost $262.49 Unrealized +19.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $174 Shares 2,477 Est. Cost $58.01 Unrealized +4.1%
NKE NIKE INC 0.0%
Value ($000) $174 Shares 1,601 Est. Cost $91.94 Unrealized +12.0%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $174 Shares 20,465 Est. Cost $8.48 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $168 Shares 2,298 Est. Cost $54.04 Unrealized +20.1%
IYC ISHARES TR 0.0%
Value ($000) $166 Shares 2,186 Est. Cost $56.96 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $162 Shares 1,212 Est. Cost $91.33 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $161 Shares 366 Est. Cost $314.36 Unrealized +23.5%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $161 Shares 4,669 Est. Cost $25.54 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $160 Shares 757 Est. Cost $181.06 Unrealized -0.7%
IVV ISHARES TR 0.0%
Value ($000) $153 Shares 321 Est. Cost $337.22 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $141 Shares 1,180 Est. Cost $84.23 Unrealized +31.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $140 Shares 732 Est. Cost $90.88 Unrealized +83.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $133 Shares 1,005 Est. Cost $132.75 Unrealized -9.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $129 Shares 1,622 Est. Cost $59.53 Unrealized +20.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $126 Shares 2,195 Est. Cost $48.77 Unrealized +4.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $125 Shares 2,441 Est. Cost $50.62 Unrealized -7.1%
ETN EATON CORP PLC 0.0%
Value ($000) $124 Shares 515 Est. Cost $170.34 Unrealized +26.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $118 Shares 2,048 Est. Cost $42.52 Unrealized +21.2%
IWF ISHARES TR 0.0%
Value ($000) $117 Shares 384 Est. Cost $275.09 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $116 Shares 4,459 Est. Cost $26.11 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $114 Shares 3,166 Est. Cost $36.18 Unrealized -16.4%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $113 Shares 877 Est. Cost $109.71 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $112 Shares 784 Est. Cost $127.85 Unrealized -3.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $106 Shares 1,096 Est. Cost $83.85 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $104 Shares 1,797 Est. Cost $52.28 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $104 Shares 2,945 Est. Cost $34.95 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $104 Shares 425 Est. Cost $214.57 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $102 Shares 638 Est. Cost $143.16 Unrealized 0.0%