Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 22, 2019

Total Value ($000): $246,065 (100.0% shares, 0.0% debt)

Holdings (201)

KO COCA COLA CO 5.2%
Value ($000) $12,746 Shares 234,137 Est. Cost $30.54 Unrealized +43.9%
V VISA INC 4.0%
Value ($000) $9,893 Shares 57,514 Est. Cost $59.86 Unrealized +184.5%
KMB KIMBERLY CLARK CORP 3.7%
Value ($000) $9,152 Shares 64,426 Est. Cost $76.09 Unrealized +44.2%
MSFT MICROSOFT CORP 2.9%
Value ($000) $7,241 Shares 52,084 Est. Cost $47.46 Unrealized +173.7%
AAPL APPLE INC 2.7%
Value ($000) $6,533 Shares 29,168 Est. Cost $24.12 Unrealized +108.2%
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $4,593 Shares 15,476 Est. Cost $24736.81 Unrealized
IWF ISHARES TR 1.6%
Value ($000) $4,053 Shares 25,391 Est. Cost $39751.29 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $3,867 Shares 32,856 Est. Cost $48.57 Unrealized +95.8%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $3,767 Shares 27,595 Est. Cost $115.45 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $3,663 Shares 71,076 Est. Cost $27.15 Unrealized +58.4%
FRCB FIRST REP BK SAN FRANCISCO C 1.4%
Value ($000) $3,523 Shares 36,436 Est. Cost $53.48 Unrealized +73.2%
CSCO CISCO SYS INC 1.4%
Value ($000) $3,404 Shares 68,888 Est. Cost $21.58 Unrealized +98.3%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $3,271 Shares 25,282 Est. Cost $79.15 Unrealized +39.0%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,070 Shares 43,480 Est. Cost $57.59 Unrealized -6.6%
BAB INVESCO EXCHNG TRADED FD TR 1.2%
Value ($000) $3,043 Shares 93,925 Est. Cost $29.98 Unrealized
MDT MEDTRONIC PLC 1.2%
Value ($000) $2,994 Shares 27,561 Est. Cost $61.61 Unrealized +42.1%
IJH ISHARES TR 1.2%
Value ($000) $2,924 Shares 15,132 Est. Cost $4033.14 Unrealized
AZN ASTRAZENECA PLC 1.2%
Value ($000) $2,867 Shares 64,334 Est. Cost $613.83 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $2,846 Shares 20,759 Est. Cost $72.21 Unrealized +51.4%
ECL ECOLAB INC 1.1%
Value ($000) $2,742 Shares 13,848 Est. Cost $103.06 Unrealized +81.6%
WY WEYERHAEUSER CO 1.1%
Value ($000) $2,678 Shares 96,679 Est. Cost $21.87 Unrealized -6.2%
DIS DISNEY WALT CO 1.1%
Value ($000) $2,655 Shares 20,374 Est. Cost $101.71 Unrealized +32.0%
CB CHUBB LIMITED 1.0%
Value ($000) $2,573 Shares 15,935 Est. Cost $98.38 Unrealized +41.6%
XYL XYLEM INC 1.0%
Value ($000) $2,547 Shares 31,990 Est. Cost $32.52 Unrealized +123.9%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $2,520 Shares 21,248 Est. Cost $71.57 Unrealized +27.9%
IDXX IDEXX LABS INC 1.0%
Value ($000) $2,410 Shares 8,863 Est. Cost $132.90 Unrealized +109.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $2,404 Shares 11,556 Est. Cost $145.84 Unrealized +41.3%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $2,256 Shares 9,684 Est. Cost $22.68 Unrealized +103.9%
VEU VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,220 Shares 44,479 Est. Cost $50.15 Unrealized
DBEF DBX ETF TR 0.9%
Value ($000) $2,217 Shares 68,552 Est. Cost $7617.56 Unrealized
SUNTRUST BKS INC 0.9%
Value ($000) $2,146 Shares 31,197 Est. Cost $43.77 Unrealized
EFG ISHARES TR 0.9%
Value ($000) $2,134 Shares 26,509 Est. Cost $16362.20 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $2,123 Shares 25,221 Est. Cost $40.56 Unrealized +61.4%
IEFA ISHARES TR 0.8%
Value ($000) $2,070 Shares 33,893 Est. Cost $63.73 Unrealized
VTR VENTAS INC 0.8%
Value ($000) $2,036 Shares 27,885 Est. Cost $40.16 Unrealized +36.8%
IVV ISHARES TR 0.8%
Value ($000) $2,005 Shares 6,717 Est. Cost $6356.69 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $1,904 Shares 15,307 Est. Cost $66.31 Unrealized +52.3%
RAYTHEON CO 0.8%
Value ($000) $1,870 Shares 9,534 Est. Cost $3787.44 Unrealized
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,863 Shares 11,013 Est. Cost $77.26 Unrealized +80.3%
MMM 3M CO 0.7%
Value ($000) $1,829 Shares 11,128 Est. Cost $97.49 Unrealized +13.5%
WALGREENS BOOTS ALLIANCE INC 0.7%
Value ($000) $1,825 Shares 33,000 Est. Cost $76.18 Unrealized
CWB SPDR SERIES TRUST 0.7%
Value ($000) $1,789 Shares 34,113 Est. Cost $662.40 Unrealized
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $1,768 Shares 6,988 Est. Cost $172.49 Unrealized +29.6%
VMC VULCAN MATLS CO 0.7%
Value ($000) $1,671 Shares 11,049 Est. Cost $95.27 Unrealized +40.3%
APTIV PLC 0.7%
Value ($000) $1,613 Shares 18,453 Est. Cost $84.60 Unrealized
NEM NEWMONT GOLDCORP CORPORATION 0.6%
Value ($000) $1,598 Shares 42,146 Est. Cost $21.50 Unrealized +50.7%
NVS NOVARTIS A G 0.6%
Value ($000) $1,517 Shares 17,455 Est. Cost $3813.01 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,498 Shares 6,891 Est. Cost $219.82 Unrealized -1.2%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $1,464 Shares 19,920 Est. Cost $52.85 Unrealized +18.3%
BA BOEING CO 0.6%
Value ($000) $1,408 Shares 3,700 Est. Cost $129.66 Unrealized +171.8%
CNI CANADIAN NATL RY CO 0.6%
Value ($000) $1,390 Shares 15,469 Est. Cost $58.18 Unrealized +40.7%
EFA ISHARES TR 0.6%
Value ($000) $1,378 Shares 21,135 Est. Cost $5644.01 Unrealized
GLW CORNING INC 0.6%
Value ($000) $1,375 Shares 48,226 Est. Cost $19.39 Unrealized +28.8%
GOOG ALPHABET INC 0.5%
Value ($000) $1,320 Shares 1,083 Est. Cost $36.90 Unrealized +59.1%
MAR MARRIOTT INTL INC NEW 0.5%
Value ($000) $1,317 Shares 10,587 Est. Cost $66.18 Unrealized +91.5%
MDU MDU RES GROUP INC 0.5%
Value ($000) $1,302 Shares 46,183 Est. Cost $7.02 Unrealized +20.2%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,253 Shares 7,475 Est. Cost $16308.93 Unrealized
NSC NORFOLK SOUTHERN CORP 0.5%
Value ($000) $1,241 Shares 6,909 Est. Cost $142.35 Unrealized +13.5%
LINDE PLC 0.5%
Value ($000) $1,229 Shares 6,345 Est. Cost $164.11 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $1,225 Shares 15,116 Est. Cost $48.16 Unrealized +21.3%
T AT&T INC 0.5%
Value ($000) $1,193 Shares 31,529 Est. Cost $13.26 Unrealized +28.2%
UNM UNUM GROUP 0.5%
Value ($000) $1,160 Shares 39,046 Est. Cost $33.47 Unrealized -11.3%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,159 Shares 949 Est. Cost $41.00 Unrealized +43.3%
PINNACLE FINL PARTNERS INC 0.5%
Value ($000) $1,154 Shares 20,333 Est. Cost $49302.13 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $1,152 Shares 17,182 Est. Cost $4052.60 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,147 Shares 22,056 Est. Cost $51.42 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $1,134 Shares 6,513 Est. Cost $0.82 Unrealized +407.8%
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $1,132 Shares 12,587 Est. Cost $80.88 Unrealized -4.3%
HST HOST HOTELS & RESORTS INC 0.5%
Value ($000) $1,128 Shares 65,229 Est. Cost $11.86 Unrealized +14.0%
NKE NIKE INC 0.5%
Value ($000) $1,125 Shares 11,974 Est. Cost $49.07 Unrealized +60.5%
FPE FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,122 Shares 56,865 Est. Cost $19.37 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,119 Shares 16,733 Est. Cost $44.25 Unrealized +22.9%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,104 Shares 18,295 Est. Cost $30.25 Unrealized +33.7%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $1,101 Shares 15,434 Est. Cost $26.88 Unrealized -3.6%
IEMG ISHARES INC 0.4%
Value ($000) $1,086 Shares 22,161 Est. Cost $54.88 Unrealized
RF REGIONS FINL CORP NEW 0.4%
Value ($000) $1,054 Shares 66,656 Est. Cost $7.75 Unrealized +49.8%
SFNC SIMMONS 1ST NATL CORP 0.4%
Value ($000) $1,046 Shares 41,989 Est. Cost $28.19 Unrealized -13.1%
PHDG INVESCO ACTIVELY MANAGD ETF 0.4%
Value ($000) $1,035 Shares 37,722 Est. Cost $27.98 Unrealized
IWB ISHARES TR 0.4%
Value ($000) $1,020 Shares 6,201 Est. Cost $640.16 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $1,007 Shares 7,853 Est. Cost $926.82 Unrealized
WAB WABTEC CORP 0.4%
Value ($000) $981 Shares 13,657 Est. Cost $74.68 Unrealized -8.3%
LOW LOWES COS INC 0.4%
Value ($000) $951 Shares 8,645 Est. Cost $64.08 Unrealized +46.7%
ETN EATON CORP PLC 0.4%
Value ($000) $947 Shares 11,384 Est. Cost $51.62 Unrealized +39.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $919 Shares 2,355 Est. Cost $220.73 Unrealized +43.4%
PREMIER INC 0.4%
Value ($000) $902 Shares 31,189 Est. Cost $32.43 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $900 Shares 2,401 Est. Cost $148.01 Unrealized +115.3%
TJX TJX COS INC NEW 0.4%
Value ($000) $900 Shares 16,155 Est. Cost $36.54 Unrealized +37.1%
DNP SELECT INCOME FD 0.4%
Value ($000) $894 Shares 69,534 Est. Cost $3603.85 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $888 Shares 7,849 Est. Cost $12226.16 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $864 Shares 3,860 Est. Cost $44744.53 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $847 Shares 21,038 Est. Cost $42.39 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $840 Shares 8,108 Est. Cost $53.72 Unrealized +104.6%
NGVT INGEVITY CORP 0.3%
Value ($000) $830 Shares 9,778 Est. Cost $38.20 Unrealized +133.2%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $808 Shares 4,059 Est. Cost $65.97 Unrealized +166.9%
ISHARES TR 0.3%
Value ($000) $807 Shares 32,285 Est. Cost $24.95 Unrealized
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $800 Shares 17,990 Est. Cost $58.98 Unrealized -29.3%
HD HOME DEPOT INC 0.3%
Value ($000) $756 Shares 3,258 Est. Cost $93.17 Unrealized +100.8%
IJR ISHARES TR 0.3%
Value ($000) $753 Shares 9,680 Est. Cost $80.20 Unrealized
MOAT VANECK VECTORS ETF TR 0.3%
Value ($000) $746 Shares 14,879 Est. Cost $740.83 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.3%
Value ($000) $731 Shares 18,524 Est. Cost $52.39 Unrealized
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $710 Shares 4,467 Est. Cost $75.53 Unrealized +75.8%
BIV VANGUARD BD INDEX FD INC 0.3%
Value ($000) $694 Shares 7,882 Est. Cost $4207.61 Unrealized
IXN ISHARES TR 0.3%
Value ($000) $686 Shares 3,710 Est. Cost $35443.16 Unrealized
SYSB ISHARES TR 0.3%
Value ($000) $651 Shares 6,424 Est. Cost $101.34 Unrealized
MUNI PIMCO ETF TR 0.3%
Value ($000) $622 Shares 11,245 Est. Cost $53.42 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $614 Shares 4,424 Est. Cost $5841.08 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $598 Shares 3,950 Est. Cost $51006.29 Unrealized
IGV ISHARES TR 0.2%
Value ($000) $593 Shares 2,797 Est. Cost $216.59 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $589 Shares 6,317 Est. Cost $24970.83 Unrealized
WMB WILLIAMS COS INC DEL 0.2%
Value ($000) $569 Shares 23,665 Est. Cost $18.39 Unrealized -4.1%
DON WISDOMTREE TR 0.2%
Value ($000) $563 Shares 15,517 Est. Cost $3980.02 Unrealized
EELV INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $541 Shares 23,790 Est. Cost $24.04 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $530 Shares 8,271 Est. Cost $460.96 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $516 Shares 2,385 Est. Cost $130.84 Unrealized +53.0%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $512 Shares 4,125 Est. Cost $53.81 Unrealized +98.9%
BLACKROCK CORE BD TR 0.2%
Value ($000) $505 Shares 34,944 Est. Cost $12.67 Unrealized
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $493 Shares 4,327 Est. Cost $40.22 Unrealized +132.4%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $487 Shares 17,047 Est. Cost $30.72 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $482 Shares 8,361 Est. Cost $35.03 Unrealized +61.9%
MET METLIFE INC 0.2%
Value ($000) $481 Shares 10,200 Est. Cost $37.89 Unrealized +1.5%
ALC ALCON INC 0.2%
Value ($000) $460 Shares 7,887 Est. Cost $58.33 Unrealized +1.4%
DOV DOVER CORP 0.2%
Value ($000) $450 Shares 4,522 Est. Cost $50.83 Unrealized +72.4%
WMT WALMART INC 0.2%
Value ($000) $448 Shares 3,777 Est. Cost $18.07 Unrealized +90.6%
HANCOCK JOHN FINL OPPTYS FD 0.2%
Value ($000) $447 Shares 13,910 Est. Cost $24.63 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $445 Shares 4,110 Est. Cost $108.03 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.2%
Value ($000) $440 Shares 33,679 Est. Cost $764.68 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $436 Shares 3,637 Est. Cost $69.28 Unrealized +28.4%
BSV VANGUARD BD INDEX FD INC 0.2%
Value ($000) $435 Shares 5,379 Est. Cost $1855.51 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $434 Shares 4,810 Est. Cost $1149.79 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $431 Shares 2,856 Est. Cost $16876.92 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $428 Shares 4,547 Est. Cost $78.44 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $428 Shares 2,964 Est. Cost $78.34 Unrealized +55.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $422 Shares 3,570 Est. Cost $77.94 Unrealized +44.4%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $418 Shares 4,825 Est. Cost $32.00 Unrealized +150.0%
AMGN AMGEN INC 0.2%
Value ($000) $416 Shares 2,148 Est. Cost $127.62 Unrealized +23.8%
SPLUNK INC 0.2%
Value ($000) $411 Shares 3,489 Est. Cost $17582.39 Unrealized
WESTROCK CO 0.2%
Value ($000) $410 Shares 11,260 Est. Cost $41626.46 Unrealized
VIG VANGUARD GROUP 0.2%
Value ($000) $406 Shares 3,395 Est. Cost $109.84 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $403 Shares 7,305 Est. Cost $35.74 Unrealized +21.4%
DOW DOW INC 0.2%
Value ($000) $402 Shares 8,430 Est. Cost $36.04 Unrealized -9.2%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $395 Shares 7,910 Est. Cost $19.94 Unrealized +127.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $394 Shares 1,834 Est. Cost $91.87 Unrealized +101.1%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $389 Shares 4,062 Est. Cost $56.46 Unrealized +24.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $381 Shares 6,693 Est. Cost $43.44 Unrealized +4.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $368 Shares 4,165 Est. Cost $43.88 Unrealized +83.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $367 Shares 2,521 Est. Cost $101.64 Unrealized +0.8%
ILMN ILLUMINA INC 0.1%
Value ($000) $363 Shares 1,192 Est. Cost $195.93 Unrealized +50.4%
BB&T CORP 0.1%
Value ($000) $359 Shares 6,723 Est. Cost $5375.29 Unrealized
NEAR ISHARES US ETF TR 0.1%
Value ($000) $356 Shares 7,075 Est. Cost $50.38 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $350 Shares 3,415 Est. Cost $55.31 Unrealized +39.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $349 Shares 5,393 Est. Cost $9240.50 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $345 Shares 2,130 Est. Cost $88.15 Unrealized +65.4%
SNY SANOFI 0.1%
Value ($000) $335 Shares 7,231 Est. Cost $7118.31 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $334 Shares 1,922 Est. Cost $79625.15 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $332 Shares 9,478 Est. Cost $22.66 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $332 Shares 4,370 Est. Cost $55.78 Unrealized +1.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $325 Shares 6,998 Est. Cost $40.29 Unrealized
SERVICEMASTER GLOBAL HLDGS I 0.1%
Value ($000) $317 Shares 5,662 Est. Cost $37.14 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $314 Shares 2,809 Est. Cost $18135.85 Unrealized
IDLV INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $314 Shares 9,182 Est. Cost $32.90 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $314 Shares 8,740 Est. Cost $24.77 Unrealized +9.1%
MUB ISHARES TR 0.1%
Value ($000) $304 Shares 2,665 Est. Cost $10777.77 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $304 Shares 175 Est. Cost $73.17 Unrealized +26.7%
IGLB ISHARES TR 0.1%
Value ($000) $301 Shares 4,513 Est. Cost $66.70 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $301 Shares 4,783 Est. Cost $30173.78 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $300 Shares 2,669 Est. Cost $17498.12 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $298 Shares 1,550 Est. Cost $98.01 Unrealized +80.1%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $293 Shares 2,425 Est. Cost $13181.34 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $287 Shares 1,946 Est. Cost $83.33 Unrealized +86.7%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $275 Shares 2,956 Est. Cost $48.81 Unrealized +91.4%
IHDG WISDOMTREE TR 0.1%
Value ($000) $271 Shares 8,074 Est. Cost $30.70 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $269 Shares 1,425 Est. Cost $173.01 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $265 Shares 3,599 Est. Cost $42.54 Unrealized +30.3%
FIVE FIVE BELOW INC 0.1%
Value ($000) $264 Shares 2,097 Est. Cost $121.45 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $257 Shares 1,528 Est. Cost $98757.76 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $257 Shares 2,525 Est. Cost $81.31 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $255 Shares 6,803 Est. Cost $29.27 Unrealized +23.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $250 Shares 1,926 Est. Cost $82.24 Unrealized +18.5%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $245 Shares 3,254 Est. Cost $41.51 Unrealized +69.2%
IGM ISHARES TR 0.1%
Value ($000) $242 Shares 1,113 Est. Cost $102.22 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $240 Shares 2,360 Est. Cost $122.30 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $240 Shares 2,615 Est. Cost $91.78 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $239 Shares 2,215 Est. Cost $102.68 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $232 Shares 1,575 Est. Cost $52.85 Unrealized +7.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $229 Shares 4,145 Est. Cost $44.10 Unrealized +5.9%
ABT ABBOTT LABS 0.1%
Value ($000) $229 Shares 2,741 Est. Cost $76.09 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $225 Shares 5,920 Est. Cost $38.01 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $224 Shares 2,941 Est. Cost $62.75 Unrealized +3.6%
HEEM ISHARES INC 0.1%
Value ($000) $223 Shares 9,068 Est. Cost $25.43 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $222 Shares 2,232 Est. Cost $8059.82 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $221 Shares 1,208 Est. Cost $107.02 Unrealized +49.9%
ORCL ORACLE CORP 0.1%
Value ($000) $219 Shares 3,986 Est. Cost $50.38 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $219 Shares 3,479 Est. Cost $48.37 Unrealized 0.0%
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $209 Shares 3,584 Est. Cost $58.93 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $207 Shares 7,384 Est. Cost $7417.39 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $204 Shares 1,500 Est. Cost $63619.02 Unrealized
GVI ISHARES TR 0.1%
Value ($000) $204 Shares 1,800 Est. Cost $113.33 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $203 Shares 1,090 Est. Cost $142636.22 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $148 Shares 10,497 Est. Cost $624.63 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $148 Shares 10,343 Est. Cost $21.65 Unrealized -22.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $128 Shares 14,365 Est. Cost $4148.19 Unrealized