Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 14, 2019

Total Value ($000): $232,330 (100.0% shares, 0.0% debt)

Holdings (192)

KO COCA COLA CO 4.6%
Value ($000) $10,776 Shares 229,963 Est. Cost $30.27 Unrealized +24.8%
V VISA INC 3.9%
Value ($000) $9,156 Shares 58,622 Est. Cost $59.86 Unrealized +129.5%
KMB KIMBERLY CLARK CORP 3.4%
Value ($000) $7,965 Shares 64,290 Est. Cost $76.09 Unrealized +20.0%
MSFT MICROSOFT CORP 2.6%
Value ($000) $6,094 Shares 51,669 Est. Cost $45.84 Unrealized +123.1%
AAPL APPLE INC 2.5%
Value ($000) $5,793 Shares 30,499 Est. Cost $24.12 Unrealized +67.6%
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $4,140 Shares 14,657 Est. Cost $26102.53 Unrealized
IWF ISHARES TR 1.7%
Value ($000) $3,998 Shares 26,415 Est. Cost $39751.29 Unrealized
INTC INTEL CORP 1.6%
Value ($000) $3,776 Shares 70,321 Est. Cost $26.91 Unrealized +62.9%
FRCB FIRST REP BK SAN FRANCISCO C 1.6%
Value ($000) $3,767 Shares 37,496 Est. Cost $52.92 Unrealized +81.1%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $3,606 Shares 25,796 Est. Cost $79.15 Unrealized +39.4%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $3,596 Shares 27,903 Est. Cost $115.45 Unrealized
MMM 3M CO 1.5%
Value ($000) $3,535 Shares 17,013 Est. Cost $97.49 Unrealized +34.4%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $3,476 Shares 43,024 Est. Cost $57.62 Unrealized -3.8%
CSCO CISCO SYS INC 1.5%
Value ($000) $3,396 Shares 62,903 Est. Cost $19.53 Unrealized +102.3%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $3,354 Shares 33,135 Est. Cost $48.57 Unrealized +75.7%
IJH ISHARES TR 1.3%
Value ($000) $2,997 Shares 15,823 Est. Cost $4121.70 Unrealized
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,544 Shares 20,652 Est. Cost $71.15 Unrealized +22.9%
XYL XYLEM INC 1.1%
Value ($000) $2,515 Shares 31,817 Est. Cost $32.52 Unrealized +106.7%
ECL ECOLAB INC 1.1%
Value ($000) $2,511 Shares 14,223 Est. Cost $103.06 Unrealized +46.4%
WY WEYERHAEUSER CO 1.1%
Value ($000) $2,503 Shares 95,036 Est. Cost $21.90 Unrealized -11.9%
MDT MEDTRONIC PLC 1.1%
Value ($000) $2,489 Shares 27,327 Est. Cost $61.46 Unrealized +20.9%
PEP PEPSICO INC 1.1%
Value ($000) $2,465 Shares 20,112 Est. Cost $70.29 Unrealized +31.5%
BAB INVESCO EXCHNG TRADED FD TR 1.1%
Value ($000) $2,448 Shares 80,415 Est. Cost $29.69 Unrealized
CB CHUBB LIMITED 1.0%
Value ($000) $2,414 Shares 17,232 Est. Cost $97.90 Unrealized +21.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $2,389 Shares 11,891 Est. Cost $145.84 Unrealized +38.4%
VEU VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $2,375 Shares 47,361 Est. Cost $50.15 Unrealized
DBEF DBX ETF TR 1.0%
Value ($000) $2,370 Shares 75,910 Est. Cost $7617.56 Unrealized
AZN ASTRAZENECA PLC 1.0%
Value ($000) $2,343 Shares 57,950 Est. Cost $676.79 Unrealized
IEFA ISHARES TR 0.9%
Value ($000) $2,161 Shares 35,561 Est. Cost $63.73 Unrealized
RAYTHEON CO 0.9%
Value ($000) $2,155 Shares 11,834 Est. Cost $3787.44 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.9%
Value ($000) $2,142 Shares 33,850 Est. Cost $76.18 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $2,108 Shares 25,341 Est. Cost $40.56 Unrealized +48.6%
DIS DISNEY WALT CO 0.9%
Value ($000) $2,083 Shares 18,757 Est. Cost $99.19 Unrealized +8.8%
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $2,073 Shares 14,328 Est. Cost $16876.92 Unrealized
IDXX IDEXX LABS INC 0.9%
Value ($000) $2,067 Shares 9,243 Est. Cost $132.90 Unrealized +55.3%
PREMIER INC 0.9%
Value ($000) $2,062 Shares 59,785 Est. Cost $32.43 Unrealized
EFG ISHARES TR 0.8%
Value ($000) $1,897 Shares 24,496 Est. Cost $17700.16 Unrealized
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $1,834 Shares 7,342 Est. Cost $172.49 Unrealized +23.3%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,797 Shares 7,269 Est. Cost $219.82 Unrealized +3.6%
VTR VENTAS INC 0.8%
Value ($000) $1,791 Shares 28,061 Est. Cost $40.16 Unrealized +17.7%
CWB SPDR SERIES TRUST 0.8%
Value ($000) $1,751 Shares 33,517 Est. Cost $676.64 Unrealized
SUNTRUST BKS INC 0.7%
Value ($000) $1,718 Shares 28,995 Est. Cost $42.12 Unrealized
NVS NOVARTIS A G 0.7%
Value ($000) $1,665 Shares 17,319 Est. Cost $3860.50 Unrealized
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,632 Shares 8,442 Est. Cost $19.28 Unrealized +100.2%
HON HONEYWELL INTL INC 0.7%
Value ($000) $1,627 Shares 10,238 Est. Cost $72.32 Unrealized +67.5%
IVV ISHARES TR 0.7%
Value ($000) $1,600 Shares 5,622 Est. Cost $7537.27 Unrealized
APTIV PLC 0.7%
Value ($000) $1,529 Shares 19,237 Est. Cost $84.60 Unrealized
NEM NEWMONT MNG CORP 0.7%
Value ($000) $1,526 Shares 42,661 Est. Cost $21.50 Unrealized +27.2%
UNM UNUM GROUP 0.7%
Value ($000) $1,525 Shares 45,076 Est. Cost $33.47 Unrealized +4.0%
GLW CORNING INC 0.6%
Value ($000) $1,472 Shares 44,462 Est. Cost $18.82 Unrealized +43.7%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $1,445 Shares 21,082 Est. Cost $52.85 Unrealized +4.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,424 Shares 13,684 Est. Cost $62.18 Unrealized +32.0%
OXY OCCIDENTAL PETE CORP 0.6%
Value ($000) $1,423 Shares 21,494 Est. Cost $58.98 Unrealized -4.3%
BA BOEING CO 0.6%
Value ($000) $1,390 Shares 3,644 Est. Cost $122.73 Unrealized +205.7%
EFA ISHARES TR 0.6%
Value ($000) $1,384 Shares 21,344 Est. Cost $5644.01 Unrealized
IEMG ISHARES INC 0.6%
Value ($000) $1,354 Shares 26,183 Est. Cost $54.88 Unrealized
DOWDUPONT INC 0.6%
Value ($000) $1,345 Shares 25,238 Est. Cost $68.51 Unrealized
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $1,332 Shares 7,125 Est. Cost $142.35 Unrealized +5.7%
VMC VULCAN MATLS CO 0.6%
Value ($000) $1,330 Shares 11,229 Est. Cost $95.27 Unrealized +6.8%
GOOG ALPHABET INC 0.6%
Value ($000) $1,327 Shares 1,131 Est. Cost $36.90 Unrealized +50.9%
MAR MARRIOTT INTL INC NEW 0.6%
Value ($000) $1,313 Shares 10,498 Est. Cost $66.18 Unrealized +68.6%
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $1,263 Shares 14,114 Est. Cost $55.92 Unrealized +31.8%
NVDA NVIDIA CORP 0.5%
Value ($000) $1,186 Shares 6,607 Est. Cost $0.82 Unrealized +367.5%
MDU MDU RES GROUP INC 0.5%
Value ($000) $1,173 Shares 45,423 Est. Cost $7.01 Unrealized +12.7%
D DOMINION ENERGY INC 0.5%
Value ($000) $1,165 Shares 15,202 Est. Cost $48.00 Unrealized +12.3%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,146 Shares 974 Est. Cost $41.00 Unrealized +36.7%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,139 Shares 7,083 Est. Cost $17202.27 Unrealized
PINNACLE FINL PARTNERS INC 0.5%
Value ($000) $1,116 Shares 20,408 Est. Cost $49302.13 Unrealized
IWV ISHARES TR 0.5%
Value ($000) $1,095 Shares 6,571 Est. Cost $79625.15 Unrealized
IWD ISHARES TR 0.5%
Value ($000) $1,093 Shares 8,848 Est. Cost $926.82 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,086 Shares 15,858 Est. Cost $43.76 Unrealized +28.0%
LINDE PLC 0.5%
Value ($000) $1,075 Shares 6,115 Est. Cost $162.38 Unrealized
SFNC SIMMONS 1ST NATL CORP 0.5%
Value ($000) $1,060 Shares 43,314 Est. Cost $28.19 Unrealized -9.0%
NGVT INGEVITY CORP 0.5%
Value ($000) $1,056 Shares 9,998 Est. Cost $38.20 Unrealized +163.0%
NKE NIKE INC 0.4%
Value ($000) $1,017 Shares 12,074 Est. Cost $49.07 Unrealized +53.6%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,013 Shares 23,832 Est. Cost $42.51 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $999 Shares 16,894 Est. Cost $29.08 Unrealized +33.9%
RF REGIONS FINL CORP NEW 0.4%
Value ($000) $930 Shares 65,745 Est. Cost $7.68 Unrealized +50.3%
ETN EATON CORP PLC 0.4%
Value ($000) $913 Shares 11,334 Est. Cost $51.62 Unrealized +28.8%
PHDG INVESCO ACTIVELY MANAGD ETF 0.4%
Value ($000) $913 Shares 32,743 Est. Cost $27.95 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $889 Shares 8,561 Est. Cost $53.72 Unrealized +75.8%
HST HOST HOTELS & RESORTS INC 0.4%
Value ($000) $884 Shares 46,791 Est. Cost $11.17 Unrealized +28.0%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $872 Shares 8,105 Est. Cost $18135.85 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $867 Shares 16,300 Est. Cost $36.54 Unrealized +24.4%
LOW LOWES COS INC 0.4%
Value ($000) $865 Shares 7,898 Est. Cost $61.29 Unrealized +43.7%
MACQUARIE INFRASTRUCTURE COR 0.4%
Value ($000) $842 Shares 20,419 Est. Cost $52.39 Unrealized
EELV INVESCO EXCHNG TRADED FD TR 0.4%
Value ($000) $839 Shares 34,866 Est. Cost $24.06 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $838 Shares 3,827 Est. Cost $44744.53 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $805 Shares 15,704 Est. Cost $51.22 Unrealized
T AT&T INC 0.3%
Value ($000) $799 Shares 25,475 Est. Cost $12.42 Unrealized +14.0%
WAB WABTEC CORP 0.3%
Value ($000) $787 Shares 10,672 Est. Cost $76.48 Unrealized -9.6%
IJR ISHARES TR 0.3%
Value ($000) $770 Shares 9,976 Est. Cost $80.47 Unrealized
DNP SELECT INCOME FD 0.3%
Value ($000) $759 Shares 65,821 Est. Cost $3857.41 Unrealized
DXC DXC TECHNOLOGY CO 0.3%
Value ($000) $715 Shares 11,124 Est. Cost $76.35 Unrealized -19.4%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $715 Shares 4,319 Est. Cost $65.97 Unrealized +104.0%
IWB ISHARES TR 0.3%
Value ($000) $714 Shares 4,537 Est. Cost $815.14 Unrealized
WMB WILLIAMS COS INC DEL 0.3%
Value ($000) $704 Shares 24,526 Est. Cost $18.39 Unrealized -0.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $701 Shares 2,334 Est. Cost $220.73 Unrealized +10.4%
IWM ISHARES TR 0.3%
Value ($000) $677 Shares 4,423 Est. Cost $51006.29 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $672 Shares 2,491 Est. Cost $146.53 Unrealized +66.3%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $667 Shares 7,677 Est. Cost $24970.83 Unrealized
MOAT VANECK VECTORS ETF TR 0.3%
Value ($000) $638 Shares 13,682 Est. Cost $802.97 Unrealized
IXN ISHARES TR 0.3%
Value ($000) $635 Shares 3,710 Est. Cost $35443.16 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $629 Shares 3,277 Est. Cost $93.17 Unrealized +66.0%
IHDG WISDOMTREE TR 0.3%
Value ($000) $587 Shares 18,223 Est. Cost $30.70 Unrealized
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $583 Shares 4,889 Est. Cost $75.53 Unrealized +40.7%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $580 Shares 6,320 Est. Cost $1149.79 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $577 Shares 2,449 Est. Cost $98.34 Unrealized +110.7%
MUNI PIMCO ETF TR 0.2%
Value ($000) $576 Shares 10,680 Est. Cost $53.32 Unrealized
DON WISDOMTREE TR 0.2%
Value ($000) $547 Shares 15,297 Est. Cost $3980.02 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $531 Shares 4,865 Est. Cost $19656.54 Unrealized
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $506 Shares 4,914 Est. Cost $40.22 Unrealized +105.1%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $504 Shares 4,130 Est. Cost $6574.23 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $490 Shares 2,482 Est. Cost $130.84 Unrealized +27.7%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $490 Shares 3,131 Est. Cost $964.04 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $481 Shares 4,610 Est. Cost $53.81 Unrealized +60.3%
ITOT ISHARES TR 0.2%
Value ($000) $481 Shares 7,465 Est. Cost $9240.68 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $445 Shares 3,457 Est. Cost $3081.50 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $441 Shares 8,530 Est. Cost $35.03 Unrealized +33.5%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $440 Shares 15,137 Est. Cost $30.98 Unrealized
HANCOCK JOHN FINL OPPTYS FD 0.2%
Value ($000) $439 Shares 13,775 Est. Cost $24.63 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $436 Shares 7,420 Est. Cost $503.52 Unrealized
VIG VANGUARD GROUP 0.2%
Value ($000) $435 Shares 3,966 Est. Cost $109.68 Unrealized
ANADARKO PETE CORP 0.2%
Value ($000) $434 Shares 9,545 Est. Cost $3817.93 Unrealized
DOV DOVER CORP 0.2%
Value ($000) $424 Shares 4,522 Est. Cost $50.83 Unrealized +53.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $421 Shares 6,313 Est. Cost $42.93 Unrealized +23.4%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $413 Shares 3,697 Est. Cost $69.28 Unrealized +16.9%
HDV ISHARES TR 0.2%
Value ($000) $411 Shares 4,405 Est. Cost $77.98 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $406 Shares 2,136 Est. Cost $127.62 Unrealized +21.2%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $402 Shares 3,680 Est. Cost $77.94 Unrealized +22.9%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $388 Shares 4,825 Est. Cost $32.00 Unrealized +117.3%
PFE PFIZER INC 0.2%
Value ($000) $384 Shares 9,040 Est. Cost $24.51 Unrealized +19.3%
WESTROCK CO 0.2%
Value ($000) $381 Shares 9,938 Est. Cost $47158.96 Unrealized
BLACKROCK CORE BD TR 0.2%
Value ($000) $378 Shares 28,124 Est. Cost $12.28 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $377 Shares 1,215 Est. Cost $195.93 Unrealized +48.8%
WMT WALMART INC 0.2%
Value ($000) $369 Shares 3,780 Est. Cost $18.07 Unrealized +61.7%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $356 Shares 2,130 Est. Cost $88.15 Unrealized +56.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $355 Shares 2,515 Est. Cost $101.63 Unrealized -6.9%
GIS GENERAL MLS INC 0.2%
Value ($000) $353 Shares 6,820 Est. Cost $35.35 Unrealized +1.2%
PSX PHILLIPS 66 0.2%
Value ($000) $350 Shares 3,675 Est. Cost $55.31 Unrealized +30.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $350 Shares 3,958 Est. Cost $55.68 Unrealized +0.7%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $330 Shares 8,310 Est. Cost $19.94 Unrealized +77.1%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $329 Shares 5,648 Est. Cost $9240.50 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $329 Shares 1,735 Est. Cost $84.14 Unrealized +83.7%
APACHE CORP 0.1%
Value ($000) $328 Shares 9,473 Est. Cost $17386.85 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $328 Shares 9,193 Est. Cost $17.65 Unrealized +69.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $323 Shares 4,340 Est. Cost $43.88 Unrealized +35.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $315 Shares 3,498 Est. Cost $54.26 Unrealized +23.3%
SNY SANOFI 0.1%
Value ($000) $307 Shares 6,939 Est. Cost $7363.01 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $302 Shares 2,834 Est. Cost $17729.14 Unrealized
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $302 Shares 3,795 Est. Cost $2582.79 Unrealized
BB&T CORP 0.1%
Value ($000) $299 Shares 6,433 Est. Cost $5615.33 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $299 Shares 6,871 Est. Cost $58.55 Unrealized -39.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $295 Shares 2,589 Est. Cost $13181.34 Unrealized
IDLV INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $292 Shares 8,887 Est. Cost $32.86 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $289 Shares 2,941 Est. Cost $79.94 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $283 Shares 1,607 Est. Cost $95.39 Unrealized +49.0%
BIV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $278 Shares 3,307 Est. Cost $9908.35 Unrealized
SPLUNK INC 0.1%
Value ($000) $274 Shares 2,197 Est. Cost $27848.62 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $272 Shares 2,445 Est. Cost $11737.29 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $269 Shares 4,462 Est. Cost $32340.00 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $266 Shares 3,559 Est. Cost $41.95 Unrealized +31.6%
SERVICEMASTER GLOBAL HLDGS I 0.1%
Value ($000) $262 Shares 5,620 Est. Cost $37.14 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $262 Shares 13,735 Est. Cost $19.08 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $260 Shares 2,005 Est. Cost $63619.02 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $259 Shares 3,117 Est. Cost $48.81 Unrealized +57.2%
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $258 Shares 3,013 Est. Cost $85.63 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $252 Shares 2,120 Est. Cost $82.24 Unrealized +6.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $252 Shares 6,141 Est. Cost $40.44 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $251 Shares 2,405 Est. Cost $102.41 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $250 Shares 2,232 Est. Cost $8059.82 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $245 Shares 1,574 Est. Cost $62.75 Unrealized +138.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $243 Shares 1,355 Est. Cost $171.66 Unrealized
VVV VALVOLINE INC 0.1%
Value ($000) $240 Shares 12,935 Est. Cost $22.59 Unrealized -12.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $237 Shares 133 Est. Cost $66.96 Unrealized +24.3%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $234 Shares 1,528 Est. Cost $98757.76 Unrealized
IGM ISHARES TR 0.1%
Value ($000) $230 Shares 1,113 Est. Cost $102.22 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $230 Shares 5,538 Est. Cost $23.75 Unrealized +0.7%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $228 Shares 3,204 Est. Cost $41.06 Unrealized +47.6%
DHR DANAHER CORPORATION 0.1%
Value ($000) $223 Shares 1,689 Est. Cost $45.59 Unrealized +118.0%
NUVEEN S&P 500 BUY-WRITE INC 0.1%
Value ($000) $222 Shares 16,839 Est. Cost $1516.20 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $221 Shares 1,700 Est. Cost $65.84 Unrealized +68.5%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $220 Shares 11,412 Est. Cost $21.76 Unrealized +1.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $219 Shares 8,528 Est. Cost $7417.39 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $212 Shares 1,251 Est. Cost $107.02 Unrealized +34.3%
GM GENERAL MTRS CO 0.1%
Value ($000) $209 Shares 5,623 Est. Cost $28.13 Unrealized +23.8%
IYT ISHARES TR 0.1%
Value ($000) $204 Shares 1,090 Est. Cost $142636.22 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $203 Shares 2,746 Est. Cost $11751.43 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $202 Shares 3,058 Est. Cost $6391.31 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $173 Shares 13,950 Est. Cost $624.63 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $132 Shares 13,255 Est. Cost $4494.78 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $73 Shares 15,590 Est. Cost $2647.71 Unrealized