Blue Chip Partners, LLC Diversified Active

CIK: 0001632801 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 29, 2024

Total Value ($000): $1,082,416 (100.0% shares, 0.0% debt)

Holdings (188)

FBND FIDELITY MERRIMACK STR TR 9.8%
Value ($000) $106,162 Shares 2,362,836 Est. Cost $43.75 Unrealized
AAPL APPLE INC 4.3%
Value ($000) $46,088 Shares 218,822 Est. Cost $104.86 Unrealized +76.5%
MSFT MICROSOFT CORP 4.0%
Value ($000) $43,512 Shares 97,353 Est. Cost $71.16 Unrealized +486.4%
GOOG ALPHABET INC 3.9%
Value ($000) $41,963 Shares 228,779 Est. Cost $108.25 Unrealized +56.0%
AVGO BROADCOM INC 3.5%
Value ($000) $37,908 Shares 23,611 Est. Cost $30.98 Unrealized +344.4%
JPM JPMORGAN CHASE & CO. 3.3%
Value ($000) $36,183 Shares 178,894 Est. Cost $77.80 Unrealized +143.2%
XLE SELECT SECTOR SPDR TR 2.9%
Value ($000) $31,600 Shares 346,680 Est. Cost $36.03 Unrealized
ABBV ABBVIE INC 2.9%
Value ($000) $31,307 Shares 182,528 Est. Cost $64.73 Unrealized +142.7%
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $27,828 Shares 32,740 Est. Cost $487.86 Unrealized +58.6%
MS MORGAN STANLEY 2.6%
Value ($000) $27,726 Shares 285,276 Est. Cost $53.32 Unrealized +70.3%
BAC BANK AMERICA CORP 2.5%
Value ($000) $27,164 Shares 683,033 Est. Cost $24.83 Unrealized +48.3%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $26,890 Shares 52,801 Est. Cost $282.81 Unrealized +67.3%
HD HOME DEPOT INC 2.4%
Value ($000) $25,888 Shares 75,203 Est. Cost $173.18 Unrealized +89.1%
WM WASTE MGMT INC DEL 2.4%
Value ($000) $25,692 Shares 120,427 Est. Cost $142.75 Unrealized +42.1%
MUB ISHARES TR 2.3%
Value ($000) $25,353 Shares 237,948 Est. Cost $108.35 Unrealized
V VISA INC 2.2%
Value ($000) $23,681 Shares 90,223 Est. Cost $188.63 Unrealized +43.6%
AMZN AMAZON COM INC 2.1%
Value ($000) $22,601 Shares 116,953 Est. Cost $160.58 Unrealized +14.4%
MCD MCDONALDS CORP 2.1%
Value ($000) $22,250 Shares 87,310 Est. Cost $151.25 Unrealized +68.6%
TGT TARGET CORP 2.0%
Value ($000) $21,610 Shares 145,972 Est. Cost $81.70 Unrealized +81.1%
PEP PEPSICO INC 1.9%
Value ($000) $21,006 Shares 127,361 Est. Cost $118.73 Unrealized +36.7%
IQLT ISHARES TR 1.9%
Value ($000) $20,669 Shares 529,308 Est. Cost $35.85 Unrealized
BLACKROCK INC 1.9%
Value ($000) $20,193 Shares 25,648 Est. Cost $734.04 Unrealized
MRK MERCK & CO INC 1.9%
Value ($000) $20,135 Shares 162,639 Est. Cost $93.52 Unrealized +30.2%
ZTS ZOETIS INC 1.8%
Value ($000) $19,520 Shares 112,597 Est. Cost $163.36 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.8%
Value ($000) $19,254 Shares 190,017 Est. Cost $73.69 Unrealized +23.9%
ABT ABBOTT LABS 1.7%
Value ($000) $17,945 Shares 172,695 Est. Cost $95.89 Unrealized +7.4%
UNP UNION PAC CORP 1.6%
Value ($000) $17,740 Shares 78,403 Est. Cost $203.84 Unrealized +10.6%
UPS UNITED PARCEL SERVICE INC 1.5%
Value ($000) $15,918 Shares 116,319 Est. Cost $102.95 Unrealized +26.3%
BA BOEING CO 1.5%
Value ($000) $15,904 Shares 87,377 Est. Cost $182.31 Unrealized -2.2%
KLAC KLA CORP 1.4%
Value ($000) $15,574 Shares 18,889 Est. Cost $506.81 Unrealized +43.7%
VTEB VANGUARD MUN BD FDS 1.4%
Value ($000) $15,487 Shares 309,058 Est. Cost $48.47 Unrealized
ASML ASML HOLDING N V 1.3%
Value ($000) $14,518 Shares 14,195 Est. Cost $669.40 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $14,420 Shares 98,658 Est. Cost $104.03 Unrealized +36.0%
DTE DTE ENERGY CO 1.3%
Value ($000) $13,642 Shares 122,888 Est. Cost $98.31 Unrealized +7.3%
LLY ELI LILLY & CO 1.2%
Value ($000) $13,498 Shares 14,909 Est. Cost $641.00 Unrealized +23.4%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $10,831 Shares 152,962 Est. Cost $63.73 Unrealized +6.1%
EQIX EQUINIX INC 0.9%
Value ($000) $9,566 Shares 12,644 Est. Cost $637.75 Unrealized +14.8%
ORLY OREILLY AUTOMOTIVE INC 0.9%
Value ($000) $9,401 Shares 8,902 Est. Cost $64.76 Unrealized +6.8%
GPC GENUINE PARTS CO 0.8%
Value ($000) $8,981 Shares 64,931 Est. Cost $129.82 Unrealized +9.1%
AMT AMERICAN TOWER CORP NEW 0.8%
Value ($000) $8,655 Shares 44,526 Est. Cost $179.79 Unrealized -2.0%
JPIE J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $6,961 Shares 153,130 Est. Cost $45.43 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $5,935 Shares 61,143 Est. Cost $98.79 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $3,714 Shares 19,092 Est. Cost $83.59 Unrealized +110.7%
KO COCA COLA CO 0.3%
Value ($000) $3,690 Shares 57,969 Est. Cost $30.89 Unrealized +90.6%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $3,437 Shares 20,840 Est. Cost $99.78 Unrealized +57.6%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $3,094 Shares 16,950 Est. Cost $120.72 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $2,949 Shares 12,355 Est. Cost $74.09 Unrealized +219.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,729 Shares 5,843 Est. Cost $220.75 Unrealized +100.0%
AMGN AMGEN INC 0.2%
Value ($000) $2,703 Shares 8,652 Est. Cost $147.51 Unrealized +89.4%
ADC AGREE RLTY CORP 0.2%
Value ($000) $2,567 Shares 41,451 Est. Cost $55.64 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $2,480 Shares 24,701 Est. Cost $82.98 Unrealized +20.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,310 Shares 12,682 Est. Cost $106.79 Unrealized +56.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,028 Shares 3,726 Est. Cost $319.94 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,988 Shares 16,092 Est. Cost $93.50 Unrealized +8.1%
ADBE ADOBE INC 0.2%
Value ($000) $1,847 Shares 3,325 Est. Cost $376.01 Unrealized +28.8%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,840 Shares 8,135 Est. Cost $125.65 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,808 Shares 9,077 Est. Cost $56.14 Unrealized +224.9%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,656 Shares 7,716 Est. Cost $81.55 Unrealized +174.9%
WMT WALMART INC 0.2%
Value ($000) $1,643 Shares 24,259 Est. Cost $43.43 Unrealized +42.7%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,595 Shares 49,462 Est. Cost $26.98 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.1%
Value ($000) $1,562 Shares 10,481 Est. Cost $123.78 Unrealized +22.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,533 Shares 4,602 Est. Cost $192.43 Unrealized +76.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,499 Shares 9,122 Est. Cost $144.89 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,451 Shares 35,299 Est. Cost $33.26 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,426 Shares 28,255 Est. Cost $49.93 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,375 Shares 11,592 Est. Cost $90.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,335 Shares 3,281 Est. Cost $237.41 Unrealized +72.1%
DTM DT MIDSTREAM INC 0.1%
Value ($000) $1,287 Shares 18,112 Est. Cost $36.75 Unrealized +68.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,241 Shares 3,647 Est. Cost $162.43 Unrealized +105.2%
AON AON PLC 0.1%
Value ($000) $1,145 Shares 3,901 Est. Cost $178.56 Unrealized +63.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,106 Shares 9,610 Est. Cost $65.53 Unrealized +68.0%
XYLD GLOBAL X FDS 0.1%
Value ($000) $1,086 Shares 26,852 Est. Cost $43.42 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $1,080 Shares 61,115 Est. Cost $16.84 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,057 Shares 7,252 Est. Cost $135.06 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $1,041 Shares 6,166 Est. Cost $96.48 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $1,027 Shares 4,164 Est. Cost $283.11 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $959 Shares 16,925 Est. Cost $56.55 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $927 Shares 7,607 Est. Cost $98.21 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $737 Shares 15,521 Est. Cost $41.60 Unrealized +8.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $714 Shares 3,013 Est. Cost $140.89 Unrealized +68.1%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $704 Shares 18,320 Est. Cost $45.09 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $696 Shares 3,239 Est. Cost $181.26 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $669 Shares 1,835 Est. Cost $324.07 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $632 Shares 50,387 Est. Cost $9.20 Unrealized +21.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $620 Shares 1,658 Est. Cost $228.14 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $614 Shares 7,000 Est. Cost $52.40 Unrealized +57.7%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $540 Shares 2,778 Est. Cost $33.61 Unrealized +450.9%
IEFA ISHARES TR 0.0%
Value ($000) $534 Shares 7,349 Est. Cost $62.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $527 Shares 3,050 Est. Cost $99.01 Unrealized +67.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $525 Shares 3,802 Est. Cost $113.10 Unrealized +10.8%
CMA COMERICA INC 0.0%
Value ($000) $508 Shares 9,959 Est. Cost $39.77 Unrealized +18.7%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $475 Shares 5,545 Est. Cost $47.98 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $467 Shares 2,561 Est. Cost $154.79 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $446 Shares 5,048 Est. Cost $87.51 Unrealized
DE DEERE & CO 0.0%
Value ($000) $444 Shares 1,187 Est. Cost $138.74 Unrealized +174.2%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $417 Shares 2,601 Est. Cost $140.53 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $414 Shares 1,495 Est. Cost $128.48 Unrealized +114.9%
META META PLATFORMS INC 0.0%
Value ($000) $412 Shares 817 Est. Cost $297.47 Unrealized +62.5%
DOW DOW INC 0.0%
Value ($000) $404 Shares 7,608 Est. Cost $46.13 Unrealized +11.0%
IGV ISHARES TR 0.0%
Value ($000) $399 Shares 4,595 Est. Cost $134.94 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $396 Shares 4,274 Est. Cost $96.99 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $387 Shares 808 Est. Cost $293.20 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $385 Shares 1,688 Est. Cost $60.98 Unrealized +240.5%
EQWL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $373 Shares 3,943 Est. Cost $81.46 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $370 Shares 1,179 Est. Cost $225.37 Unrealized +40.8%
ITA ISHARES TR 0.0%
Value ($000) $363 Shares 2,747 Est. Cost $132.05 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $353 Shares 6,962 Est. Cost $50.98 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $346 Shares 1,899 Est. Cost $127.82 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $340 Shares 2,673 Est. Cost $79.48 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $316 Shares 6,941 Est. Cost $30.81 Unrealized +27.0%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $316 Shares 3,920 Est. Cost $53.95 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $313 Shares 2,535 Est. Cost $54.57 Unrealized +120.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $291 Shares 1,364 Est. Cost $147.11 Unrealized +24.9%
SHEL SHELL PLC 0.0%
Value ($000) $281 Shares 3,892 Est. Cost $54.88 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $277 Shares 1,960 Est. Cost $63.94 Unrealized +91.3%
TGLS TECNOGLASS INC 0.0%
Value ($000) $276 Shares 5,500 Est. Cost $45.47 Unrealized +13.6%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $263 Shares 521 Est. Cost $328.44 Unrealized +60.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $261 Shares 3,332 Est. Cost $52.83 Unrealized +45.4%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $259 Shares 1,653 Est. Cost $133.12 Unrealized +11.5%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $259 Shares 586 Est. Cost $452.59 Unrealized -0.2%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $250 Shares 3,260 Est. Cost $82.32 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $249 Shares 5,665 Est. Cost $34.59 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $245 Shares 1,610 Est. Cost $115.61 Unrealized +18.0%
IYT ISHARES TR 0.0%
Value ($000) $240 Shares 3,667 Est. Cost $185.09 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $239 Shares 727 Est. Cost $255.62 Unrealized +22.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $221 Shares 5,365 Est. Cost $33.86 Unrealized +7.7%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $219 Shares 3,210 Est. Cost $65.60 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $219 Shares 2,809 Est. Cost $82.86 Unrealized -5.8%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $217 Shares 15,447 Est. Cost $10.98 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $214 Shares 1,901 Est. Cost $96.89 Unrealized
INTU INTUIT 0.0%
Value ($000) $210 Shares 320 Est. Cost $411.69 Unrealized +49.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $209 Shares 929 Est. Cost $184.91 Unrealized +13.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $207 Shares 2,543 Est. Cost $58.32 Unrealized +26.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $205 Shares 2,637 Est. Cost $72.62 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $204 Shares 1,150 Est. Cost $147.71 Unrealized +14.1%
TSLA TESLA INC 0.0%
Value ($000) $197 Shares 998 Est. Cost $264.07 Unrealized -33.8%
EFA ISHARES TR 0.0%
Value ($000) $193 Shares 2,467 Est. Cost $70.94 Unrealized
ELF E L F BEAUTY INC 0.0%
Value ($000) $190 Shares 900 Est. Cost $177.63 Unrealized +0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $186 Shares 418 Est. Cost $332.27 Unrealized +27.5%
IYC ISHARES TR 0.0%
Value ($000) $178 Shares 2,192 Est. Cost $56.96 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $177 Shares 323 Est. Cost $337.22 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $172 Shares 801 Est. Cost $214.45 Unrealized
HYD VANECK ETF TRUST 0.0%
Value ($000) $170 Shares 3,283 Est. Cost $50.55 Unrealized
T AT&T INC 0.0%
Value ($000) $168 Shares 8,809 Est. Cost $17.71 Unrealized -8.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $168 Shares 378 Est. Cost $377.87 Unrealized +5.4%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $168 Shares 4,603 Est. Cost $25.63 Unrealized +33.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $166 Shares 703 Est. Cost $189.26 Unrealized +11.7%
SYY SYSCO CORP 0.0%
Value ($000) $166 Shares 2,320 Est. Cost $54.04 Unrealized +31.7%
IWR ISHARES TR 0.0%
Value ($000) $163 Shares 2,008 Est. Cost $78.67 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $160 Shares 619 Est. Cost $233.56 Unrealized +3.8%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $154 Shares 781 Est. Cost $185.71 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $154 Shares 506 Est. Cost $262.49 Unrealized +14.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $151 Shares 3,648 Est. Cost $48.63 Unrealized -15.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $151 Shares 1,058 Est. Cost $128.40 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $151 Shares 740 Est. Cost $92.15 Unrealized +126.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $148 Shares 2,219 Est. Cost $48.77 Unrealized +35.0%
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value ($000) $146 Shares 2,844 Est. Cost $45.65 Unrealized -3.8%
BX BLACKSTONE INC 0.0%
Value ($000) $145 Shares 1,169 Est. Cost $118.70 Unrealized -0.7%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $144 Shares 5,431 Est. Cost $23.71 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $143 Shares 1,185 Est. Cost $91.33 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $141 Shares 3,041 Est. Cost $36.18 Unrealized +22.7%
IWD ISHARES TR 0.0%
Value ($000) $138 Shares 791 Est. Cost $179.05 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $132 Shares 2,094 Est. Cost $42.76 Unrealized +40.8%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $131 Shares 1,017 Est. Cost $132.75 Unrealized -8.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $129 Shares 1,089 Est. Cost $84.23 Unrealized +38.1%
PFE PFIZER INC 0.0%
Value ($000) $127 Shares 4,547 Est. Cost $25.59 Unrealized -3.2%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $127 Shares 2,107 Est. Cost $54.26 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $126 Shares 187 Est. Cost $56.61 Unrealized +10.3%
R1 RCM INC 0.0%
Value ($000) $126 Shares 10,000 Est. Cost $12.88 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $124 Shares 1,101 Est. Cost $88.65 Unrealized +17.9%
CCS CENTURY CMNTYS INC 0.0%
Value ($000) $122 Shares 1,500 Est. Cost $85.20 Unrealized -4.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $120 Shares 2,530 Est. Cost $35.44 Unrealized +37.7%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $116 Shares 877 Est. Cost $109.71 Unrealized +26.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $116 Shares 368 Est. Cost $314.60 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $113 Shares 644 Est. Cost $143.16 Unrealized +14.3%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $111 Shares 222 Est. Cost $499.45 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $109 Shares 1,828 Est. Cost $52.28 Unrealized +10.2%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $109 Shares 921 Est. Cost $102.73 Unrealized +7.9%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $109 Shares 2,133 Est. Cost $50.88 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $107 Shares 200 Est. Cost $556.40 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $107 Shares 36 Est. Cost $2858.33 Unrealized +2.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $106 Shares 227 Est. Cost $434.05 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $106 Shares 2,928 Est. Cost $34.95 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $105 Shares 2,534 Est. Cost $42.93 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $104 Shares 3,350 Est. Cost $35.83 Unrealized -9.3%
SDIV GLOBAL X FDS 0.0%
Value ($000) $103 Shares 4,661 Est. Cost $22.02 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $102 Shares 1,732 Est. Cost $58.87 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $100 Shares 1,000 Est. Cost $94.26 Unrealized 0.0%