Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 20, 2020

Total Value ($000): $232,424 (100.0% shares, 0.0% debt)

Holdings (199)

KO COCA COLA CO 4.4%
Value ($000) $10,271 Shares 229,888 Est. Cost $30.54 Unrealized +26.8%
AAPL APPLE INC 4.3%
Value ($000) $9,991 Shares 27,388 Est. Cost $24.12 Unrealized +211.3%
V VISA INC 4.3%
Value ($000) $9,893 Shares 51,216 Est. Cost $59.86 Unrealized +193.2%
MSFT MICROSOFT CORP 4.2%
Value ($000) $9,700 Shares 47,665 Est. Cost $47.46 Unrealized +264.6%
KMB KIMBERLY CLARK CORP 3.9%
Value ($000) $9,123 Shares 64,542 Est. Cost $76.09 Unrealized +48.1%
IWF ISHARES TR 2.3%
Value ($000) $5,262 Shares 27,414 Est. Cost $36831.05 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $4,841 Shares 15,699 Est. Cost $23506.85 Unrealized
BAB INVESCO EXCHANGE-TRADED FD T 1.9%
Value ($000) $4,473 Shares 135,927 Est. Cost $30.49 Unrealized
INTC INTEL CORP 1.6%
Value ($000) $3,787 Shares 63,290 Est. Cost $27.15 Unrealized +95.9%
FRCB FIRST REP BK SAN FRANCISCO C 1.5%
Value ($000) $3,507 Shares 33,086 Est. Cost $53.48 Unrealized +88.5%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $3,394 Shares 24,137 Est. Cost $79.15 Unrealized +57.0%
AZN ASTRAZENECA PLC 1.3%
Value ($000) $3,106 Shares 58,724 Est. Cost $601.44 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $3,002 Shares 64,361 Est. Cost $22.07 Unrealized +67.6%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $2,837 Shares 30,160 Est. Cost $48.57 Unrealized +68.3%
RAYTHEON TECHNOLOGIES CORP 1.2%
Value ($000) $2,758 Shares 44,760 Est. Cost $741.44 Unrealized
IDXX IDEXX LABS INC 1.2%
Value ($000) $2,688 Shares 8,143 Est. Cost $132.90 Unrealized +117.9%
PEP PEPSICO INC 1.1%
Value ($000) $2,606 Shares 19,707 Est. Cost $72.72 Unrealized +52.3%
NEM NEWMONT CORP 1.1%
Value ($000) $2,512 Shares 40,682 Est. Cost $21.66 Unrealized +130.2%
ECL ECOLAB INC 1.1%
Value ($000) $2,498 Shares 12,556 Est. Cost $103.06 Unrealized +76.8%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $2,328 Shares 6,129 Est. Cost $0.82 Unrealized +878.7%
AGG ISHARES TR 1.0%
Value ($000) $2,214 Shares 18,728 Est. Cost $5189.96 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,135 Shares 11,960 Est. Cost $148.13 Unrealized +23.3%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $2,114 Shares 8,804 Est. Cost $22.68 Unrealized +129.2%
IJH ISHARES TR 0.9%
Value ($000) $2,052 Shares 11,537 Est. Cost $4033.14 Unrealized
MRK MERCK & CO. INC 0.9%
Value ($000) $2,028 Shares 26,219 Est. Cost $41.91 Unrealized +50.0%
MDT MEDTRONIC PLC 0.9%
Value ($000) $2,017 Shares 21,992 Est. Cost $61.61 Unrealized +32.8%
EFG ISHARES TR 0.9%
Value ($000) $2,014 Shares 24,239 Est. Cost $15958.56 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $1,968 Shares 41,333 Est. Cost $50.15 Unrealized
XYL XYLEM INC 0.8%
Value ($000) $1,966 Shares 30,271 Est. Cost $32.52 Unrealized +89.9%
DIS DISNEY WALT CO 0.8%
Value ($000) $1,927 Shares 17,283 Est. Cost $104.39 Unrealized +3.3%
CWB SPDR SER TR 0.8%
Value ($000) $1,924 Shares 31,808 Est. Cost $652.19 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,841 Shares 6,242 Est. Cost $220.72 Unrealized +18.3%
IVV ISHARES TR 0.7%
Value ($000) $1,720 Shares 5,553 Est. Cost $6220.57 Unrealized
TFC TRUIST FINL CORP 0.7%
Value ($000) $1,702 Shares 45,338 Est. Cost $40.89 Unrealized -32.2%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,699 Shares 37,985 Est. Cost $57.59 Unrealized -39.5%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,697 Shares 19,015 Est. Cost $71.77 Unrealized -2.7%
CB CHUBB LIMITED 0.7%
Value ($000) $1,608 Shares 12,699 Est. Cost $98.38 Unrealized +7.9%
IGV ISHARES TR 0.7%
Value ($000) $1,599 Shares 5,624 Est. Cost $227.50 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,561 Shares 13,054 Est. Cost $66.31 Unrealized +53.1%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,505 Shares 10,410 Est. Cost $77.26 Unrealized +52.6%
IEFA ISHARES TR 0.6%
Value ($000) $1,496 Shares 26,177 Est. Cost $63.73 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $1,415 Shares 1,001 Est. Cost $36.90 Unrealized +81.5%
LMBS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,408 Shares 27,248 Est. Cost $51.49 Unrealized
WY WEYERHAEUSER CO MTN BE 0.6%
Value ($000) $1,407 Shares 62,639 Est. Cost $21.87 Unrealized -24.8%
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $1,399 Shares 33,000 Est. Cost $76.18 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.6%
Value ($000) $1,394 Shares 62,755 Est. Cost $17.13 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,389 Shares 14,908 Est. Cost $2266.91 Unrealized
NVS NOVARTIS AG 0.6%
Value ($000) $1,375 Shares 15,745 Est. Cost $3813.01 Unrealized
VMC VULCAN MATLS CO 0.6%
Value ($000) $1,363 Shares 11,768 Est. Cost $96.29 Unrealized +8.5%
EFA ISHARES TR 0.6%
Value ($000) $1,354 Shares 22,250 Est. Cost $4769.03 Unrealized
AIA ISHARES TR 0.6%
Value ($000) $1,320 Shares 20,342 Est. Cost $64.18 Unrealized
LINDE PLC 0.6%
Value ($000) $1,312 Shares 6,185 Est. Cost $165.56 Unrealized
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $1,283 Shares 5,362 Est. Cost $172.49 Unrealized +27.7%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,264 Shares 17,249 Est. Cost $52.95 Unrealized +17.8%
MBB ISHARES TR 0.5%
Value ($000) $1,253 Shares 11,316 Est. Cost $109.10 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $1,250 Shares 14,289 Est. Cost $57.07 Unrealized +31.0%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,233 Shares 7,074 Est. Cost $53.72 Unrealized +156.6%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,215 Shares 22,032 Est. Cost $32.13 Unrealized +26.8%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,188 Shares 838 Est. Cost $42.24 Unrealized +58.4%
NSC NORFOLK SOUTHERN CORP 0.5%
Value ($000) $1,186 Shares 6,754 Est. Cost $142.35 Unrealized +6.1%
DBEF DBX ETF TR 0.5%
Value ($000) $1,164 Shares 38,503 Est. Cost $7617.56 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $1,142 Shares 14,064 Est. Cost $48.31 Unrealized +29.7%
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $1,132 Shares 12,783 Est. Cost $59.16 Unrealized +26.4%
NKE NIKE INC 0.5%
Value ($000) $1,100 Shares 11,219 Est. Cost $49.07 Unrealized +74.2%
APTIV PLC 0.5%
Value ($000) $1,091 Shares 13,996 Est. Cost $84.60 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,087 Shares 6,630 Est. Cost $16131.79 Unrealized
MDU MDU RES GROUP INC 0.5%
Value ($000) $1,082 Shares 48,788 Est. Cost $7.02 Unrealized +0.1%
ITOT ISHARES TR 0.5%
Value ($000) $1,061 Shares 15,285 Est. Cost $3830.41 Unrealized
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $1,060 Shares 5,620 Est. Cost $98.03 Unrealized +68.9%
MUNI PIMCO ETF TR 0.5%
Value ($000) $1,050 Shares 18,870 Est. Cost $54.19 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $988 Shares 7,315 Est. Cost $66.47 Unrealized +55.4%
T AT&T INC 0.4%
Value ($000) $938 Shares 31,036 Est. Cost $13.40 Unrealized +15.6%
QCOM QUALCOMM INC 0.4%
Value ($000) $923 Shares 10,119 Est. Cost $70.96 Unrealized 0.0%
GLW CORNING INC 0.4%
Value ($000) $904 Shares 34,897 Est. Cost $19.40 Unrealized +0.0%
ISHARES TR 0.4%
Value ($000) $899 Shares 35,750 Est. Cost $24.95 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $882 Shares 10,293 Est. Cost $67.07 Unrealized +24.9%
GLD SPDR GOLD TR 0.4%
Value ($000) $865 Shares 5,171 Est. Cost $5019.24 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $858 Shares 3,423 Est. Cost $99.64 Unrealized +100.5%
MMM 3M CO 0.4%
Value ($000) $842 Shares 5,400 Est. Cost $97.49 Unrealized +5.1%
IWB ISHARES TR 0.4%
Value ($000) $841 Shares 4,898 Est. Cost $622.26 Unrealized
PINNACLE FINL PARTNERS INC 0.4%
Value ($000) $815 Shares 19,410 Est. Cost $47365.73 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $810 Shares 2,219 Est. Cost $220.73 Unrealized +46.7%
IXN ISHARES TR 0.3%
Value ($000) $810 Shares 3,440 Est. Cost $35443.16 Unrealized
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $807 Shares 4,234 Est. Cost $75.53 Unrealized +121.3%
SPLUNK INC 0.3%
Value ($000) $795 Shares 4,001 Est. Cost $14774.06 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $786 Shares 285 Est. Cost $80.16 Unrealized +50.7%
GO GROCERY OUTLET HLDG CORP 0.3%
Value ($000) $782 Shares 19,176 Est. Cost $32.27 Unrealized +10.9%
HST HOST HOTELS & RESORTS INC 0.3%
Value ($000) $771 Shares 71,462 Est. Cost $11.98 Unrealized -20.8%
SYSB ISHARES TR 0.3%
Value ($000) $752 Shares 7,412 Est. Cost $101.61 Unrealized
DNP SELECT INCOME FD 0.3%
Value ($000) $750 Shares 68,955 Est. Cost $3466.18 Unrealized
IJK ISHARES TR 0.3%
Value ($000) $730 Shares 3,260 Est. Cost $44744.53 Unrealized
ALC ALCON AG 0.3%
Value ($000) $716 Shares 12,488 Est. Cost $57.61 Unrealized -3.1%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $696 Shares 37,805 Est. Cost $16.39 Unrealized
MOAT VANECK VECTORS ETF TR 0.3%
Value ($000) $692 Shares 13,258 Est. Cost $529.93 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $686 Shares 13,565 Est. Cost $36.92 Unrealized +26.3%
BLACKROCK CORE BD TR 0.3%
Value ($000) $685 Shares 44,568 Est. Cost $13.21 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $684 Shares 61,469 Est. Cost $7.75 Unrealized +8.9%
PHDG INVESCO ACTIVELY MANAGED ETF 0.3%
Value ($000) $673 Shares 21,725 Est. Cost $28.01 Unrealized
SFNC SIMMONS 1ST NATL CORP 0.3%
Value ($000) $662 Shares 38,713 Est. Cost $28.19 Unrealized -39.2%
IGLB ISHARES TR 0.3%
Value ($000) $645 Shares 9,204 Est. Cost $66.97 Unrealized
TLT ISHARES TR 0.3%
Value ($000) $625 Shares 3,814 Est. Cost $150.71 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $614 Shares 1,998 Est. Cost $151.20 Unrealized +97.4%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $612 Shares 4,754 Est. Cost $63.59 Unrealized +76.0%
VTR VENTAS INC 0.3%
Value ($000) $601 Shares 16,405 Est. Cost $40.71 Unrealized -33.8%
ADBE ADOBE INC 0.3%
Value ($000) $599 Shares 1,375 Est. Cost $345.57 Unrealized +7.2%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $560 Shares 7,134 Est. Cost $20337.10 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $548 Shares 8,834 Est. Cost $44.25 Unrealized +13.6%
USMV ISHARES TR 0.2%
Value ($000) $537 Shares 8,849 Est. Cost $370.81 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $536 Shares 6,445 Est. Cost $1367.39 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $531 Shares 10,608 Est. Cost $50.31 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $516 Shares 3,601 Est. Cost $43368.48 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $515 Shares 5,628 Est. Cost $75.67 Unrealized +8.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $505 Shares 8,898 Est. Cost $45.01 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $491 Shares 1,985 Est. Cost $186.13 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $479 Shares 7,017 Est. Cost $79.79 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $474 Shares 11,340 Est. Cost $74.60 Unrealized -56.7%
IEF ISHARES TR 0.2%
Value ($000) $469 Shares 3,845 Est. Cost $12182.73 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $469 Shares 2,185 Est. Cost $123.78 Unrealized +41.1%
DHR DANAHER CORPORATION 0.2%
Value ($000) $462 Shares 2,610 Est. Cost $83.17 Unrealized +68.4%
GVI ISHARES TR 0.2%
Value ($000) $458 Shares 3,887 Est. Cost $114.91 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.2%
Value ($000) $451 Shares 40,984 Est. Cost $615.73 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $449 Shares 3,649 Est. Cost $119.12 Unrealized
WMT WALMART INC 0.2%
Value ($000) $446 Shares 3,720 Est. Cost $18.07 Unrealized +110.6%
DOV DOVER CORP 0.2%
Value ($000) $441 Shares 4,572 Est. Cost $51.67 Unrealized +65.6%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $438 Shares 4,375 Est. Cost $1110.51 Unrealized
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $431 Shares 4,327 Est. Cost $40.22 Unrealized +117.7%
SNY SANOFI 0.2%
Value ($000) $429 Shares 8,409 Est. Cost $6127.89 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $425 Shares 1,776 Est. Cost $83.33 Unrealized +135.9%
IWP ISHARES TR 0.2%
Value ($000) $421 Shares 2,660 Est. Cost $158.27 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $407 Shares 6,605 Est. Cost $35.74 Unrealized +39.6%
MACQUARIE INFRASTRUCTURE COR 0.2%
Value ($000) $405 Shares 13,202 Est. Cost $52.19 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $403 Shares 3,435 Est. Cost $111.58 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $400 Shares 1,854 Est. Cost $194.48 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $398 Shares 3,579 Est. Cost $71.18 Unrealized +12.0%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $397 Shares 4,175 Est. Cost $95.09 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $392 Shares 4,780 Est. Cost $32.53 Unrealized +129.0%
VEEV VEEVA SYS INC 0.2%
Value ($000) $389 Shares 1,661 Est. Cost $151.45 Unrealized +30.9%
NGVT INGEVITY CORP 0.2%
Value ($000) $388 Shares 7,388 Est. Cost $40.07 Unrealized +18.4%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $383 Shares 2,692 Est. Cost $89.53 Unrealized +30.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $375 Shares 2,032 Est. Cost $98.94 Unrealized +62.7%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $374 Shares 2,391 Est. Cost $16589.35 Unrealized
ESPO VANECK VECTORS ETF TR 0.2%
Value ($000) $374 Shares 7,218 Est. Cost $39.98 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $366 Shares 6,056 Est. Cost $19.94 Unrealized +156.9%
IWD ISHARES TR 0.2%
Value ($000) $364 Shares 3,229 Est. Cost $893.56 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $350 Shares 19,272 Est. Cost $30.40 Unrealized
WESTROCK CO 0.1%
Value ($000) $348 Shares 12,313 Est. Cost $31123.24 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $340 Shares 3,929 Est. Cost $86.50 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $335 Shares 1,860 Est. Cost $138.03 Unrealized +25.8%
ISHARES TR 0.1%
Value ($000) $335 Shares 13,032 Est. Cost $25.35 Unrealized
MASI MASIMO CORP 0.1%
Value ($000) $334 Shares 1,467 Est. Cost $153.15 Unrealized +43.3%
IUSG ISHARES TR 0.1%
Value ($000) $332 Shares 4,623 Est. Cost $29800.80 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $326 Shares 4,081 Est. Cost $56.46 Unrealized +19.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $323 Shares 4,395 Est. Cost $45.30 Unrealized +46.4%
MET METLIFE INC 0.1%
Value ($000) $323 Shares 8,832 Est. Cost $37.93 Unrealized -23.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $323 Shares 3,395 Est. Cost $77.94 Unrealized +9.8%
ENB ENBRIDGE INC 0.1%
Value ($000) $321 Shares 10,560 Est. Cost $23.04 Unrealized -8.5%
IBB ISHARES TR 0.1%
Value ($000) $321 Shares 2,347 Est. Cost $7614.22 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $320 Shares 9,771 Est. Cost $25.44 Unrealized +2.2%
HDV ISHARES TR 0.1%
Value ($000) $317 Shares 3,910 Est. Cost $78.44 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $316 Shares 3,447 Est. Cost $91.63 Unrealized
CRBN ISHARES TR 0.1%
Value ($000) $311 Shares 2,570 Est. Cost $121.01 Unrealized
IGM ISHARES TR 0.1%
Value ($000) $311 Shares 1,113 Est. Cost $102.22 Unrealized
WAB WABTEC 0.1%
Value ($000) $304 Shares 5,286 Est. Cost $74.68 Unrealized -26.6%
IWV ISHARES TR 0.1%
Value ($000) $301 Shares 1,673 Est. Cost $79625.15 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $297 Shares 7,065 Est. Cost $43.80 Unrealized -24.9%
UNP UNION PAC CORP 0.1%
Value ($000) $296 Shares 1,750 Est. Cost $88.15 Unrealized +60.5%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $295 Shares 28,937 Est. Cost $10.37 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $294 Shares 4,095 Est. Cost $56.22 Unrealized 0.0%
ILMN ILLUMINA INC 0.1%
Value ($000) $283 Shares 765 Est. Cost $195.93 Unrealized +64.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $282 Shares 4,023 Est. Cost $55.78 Unrealized -1.8%
ISHARES TR 0.1%
Value ($000) $277 Shares 10,565 Est. Cost $25.66 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $277 Shares 2,298 Est. Cost $101.64 Unrealized -10.1%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $276 Shares 5,107 Est. Cost $54.04 Unrealized
FIVE FIVE BELOW INC 0.1%
Value ($000) $272 Shares 2,548 Est. Cost $123.98 Unrealized -24.4%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $270 Shares 4,788 Est. Cost $8511.60 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $269 Shares 7,674 Est. Cost $31.34 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $267 Shares 1,132 Est. Cost $127.62 Unrealized +50.2%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $260 Shares 2,270 Est. Cost $107.79 Unrealized -13.7%
DOW DOW INC 0.1%
Value ($000) $258 Shares 6,337 Est. Cost $26.85 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $256 Shares 13,996 Est. Cost $58.98 Unrealized -74.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $256 Shares 1,557 Est. Cost $110.24 Unrealized +30.5%
MUB ISHARES TR 0.1%
Value ($000) $254 Shares 2,200 Est. Cost $10318.29 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $245 Shares 1,920 Est. Cost $127.60 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $240 Shares 3,995 Est. Cost $60.08 Unrealized
XITK SPDR SER TR 0.1%
Value ($000) $235 Shares 1,614 Est. Cost $145.60 Unrealized
SERVICEMASTER GLOBAL HLDGS I 0.1%
Value ($000) $232 Shares 6,510 Est. Cost $35.64 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $228 Shares 11,979 Est. Cost $18.39 Unrealized -24.9%
ISHARES GOLD TRUST 0.1%
Value ($000) $227 Shares 13,340 Est. Cost $15.44 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $223 Shares 4,195 Est. Cost $17.44 Unrealized 0.0%
SRE SEMPRA ENERGY 0.1%
Value ($000) $223 Shares 1,905 Est. Cost $51.07 Unrealized 0.0%
HEEM ISHARES INC 0.1%
Value ($000) $220 Shares 8,823 Est. Cost $24.93 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $217 Shares 4,099 Est. Cost $40.15 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $213 Shares 2,752 Est. Cost $68.10 Unrealized 0.0%
EELV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $212 Shares 10,948 Est. Cost $22.57 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $205 Shares 3,482 Est. Cost $47.92 Unrealized 0.0%
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $204 Shares 4,023 Est. Cost $50.71 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $200 Shares 3,915 Est. Cost $44.56 Unrealized 0.0%
UNM UNUM GROUP 0.1%
Value ($000) $194 Shares 11,678 Est. Cost $33.47 Unrealized -52.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $101 Shares 14,737 Est. Cost $3694.35 Unrealized