Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 19, 2020

Total Value ($000): $256,305 (100.0% shares, 0.0% debt)

Holdings (212)

AAPL APPLE INC 5.0%
Value ($000) $12,731 Shares 109,932 Est. Cost $85.58 Unrealized +23.8%
KO COCA COLA CO 4.2%
Value ($000) $10,745 Shares 217,638 Est. Cost $30.54 Unrealized +33.6%
V VISA INC 3.9%
Value ($000) $10,095 Shares 50,480 Est. Cost $59.86 Unrealized +221.1%
MSFT MICROSOFT CORP 3.8%
Value ($000) $9,782 Shares 46,507 Est. Cost $47.46 Unrealized +323.0%
KMB KIMBERLY CLARK CORP 3.7%
Value ($000) $9,601 Shares 65,018 Est. Cost $76.09 Unrealized +62.3%
IWF ISHARES TR 2.3%
Value ($000) $5,995 Shares 27,640 Est. Cost $36831.05 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $5,232 Shares 15,622 Est. Cost $23506.85 Unrealized
BAB INVESCO EXCH TRADED FD TR II 1.9%
Value ($000) $4,805 Shares 144,072 Est. Cost $30.65 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $3,654 Shares 24,542 Est. Cost $79.94 Unrealized +58.9%
FRCB FIRST REP BK SAN FRANCISCO C 1.4%
Value ($000) $3,595 Shares 32,961 Est. Cost $53.48 Unrealized +104.3%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $3,487 Shares 6,443 Est. Cost $1.35 Unrealized +760.0%
AZN ASTRAZENECA PLC 1.3%
Value ($000) $3,227 Shares 58,893 Est. Cost $601.44 Unrealized
IDXX IDEXX LABS INC 1.2%
Value ($000) $3,193 Shares 8,123 Est. Cost $132.90 Unrealized +178.2%
INTC INTEL CORP 1.2%
Value ($000) $3,108 Shares 60,022 Est. Cost $27.15 Unrealized +71.3%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $2,923 Shares 30,363 Est. Cost $48.57 Unrealized +75.9%
PEP PEPSICO INC 1.1%
Value ($000) $2,720 Shares 19,628 Est. Cost $72.72 Unrealized +58.4%
CSCO CISCO SYS INC 1.0%
Value ($000) $2,681 Shares 68,069 Est. Cost $22.89 Unrealized +61.9%
ECL ECOLAB INC 1.0%
Value ($000) $2,577 Shares 12,896 Est. Cost $105.31 Unrealized +78.9%
NEM NEWMONT CORP 1.0%
Value ($000) $2,572 Shares 40,537 Est. Cost $21.66 Unrealized +154.5%
XYL XYLEM INC 1.0%
Value ($000) $2,563 Shares 30,473 Est. Cost $32.52 Unrealized +124.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $2,547 Shares 11,960 Est. Cost $148.13 Unrealized +38.1%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $2,499 Shares 43,427 Est. Cost $53.70 Unrealized 0.0%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,444 Shares 8,805 Est. Cost $22.68 Unrealized +165.8%
MDT MEDTRONIC PLC 0.9%
Value ($000) $2,346 Shares 22,575 Est. Cost $62.24 Unrealized +38.5%
AGG ISHARES TR 0.9%
Value ($000) $2,324 Shares 19,687 Est. Cost $4942.89 Unrealized
MRK MERCK & CO. INC 0.9%
Value ($000) $2,283 Shares 27,519 Est. Cost $43.04 Unrealized +53.2%
EFG ISHARES TR 0.9%
Value ($000) $2,259 Shares 25,137 Est. Cost $15391.67 Unrealized
CWB SPDR SER TR 0.9%
Value ($000) $2,226 Shares 32,308 Est. Cost $643.16 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $2,151 Shares 17,336 Est. Cost $104.39 Unrealized +17.0%
IJH ISHARES TR 0.8%
Value ($000) $2,136 Shares 11,527 Est. Cost $4033.14 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $2,059 Shares 40,808 Est. Cost $50.15 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,942 Shares 6,230 Est. Cost $220.72 Unrealized +27.4%
IVV ISHARES TR 0.8%
Value ($000) $1,939 Shares 5,770 Est. Cost $5999.26 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.7%
Value ($000) $1,907 Shares 62,436 Est. Cost $17.13 Unrealized +53.9%
WY WEYERHAEUSER CO MTN BE 0.7%
Value ($000) $1,776 Shares 62,283 Est. Cost $21.87 Unrealized +2.0%
IGV ISHARES TR 0.7%
Value ($000) $1,767 Shares 5,679 Est. Cost $227.50 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,762 Shares 12,676 Est. Cost $66.31 Unrealized +75.5%
BIV VANGUARD BD INDEX FDS 0.7%
Value ($000) $1,756 Shares 18,783 Est. Cost $1818.52 Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $1,723 Shares 10,470 Est. Cost $77.26 Unrealized +72.4%
TFC TRUIST FINL CORP 0.7%
Value ($000) $1,716 Shares 45,098 Est. Cost $40.89 Unrealized -28.2%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,684 Shares 14,312 Est. Cost $78.05 Unrealized +21.9%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,640 Shares 27,567 Est. Cost $34.23 Unrealized +24.4%
VMC VULCAN MATLS CO 0.6%
Value ($000) $1,584 Shares 11,689 Est. Cost $96.29 Unrealized +24.9%
IEFA ISHARES TR 0.6%
Value ($000) $1,579 Shares 26,197 Est. Cost $63.73 Unrealized
LINDE PLC 0.6%
Value ($000) $1,498 Shares 6,295 Est. Cost $166.83 Unrealized
MUNI PIMCO ETF TR 0.6%
Value ($000) $1,484 Shares 26,404 Est. Cost $54.76 Unrealized
AIA ISHARES TR 0.6%
Value ($000) $1,481 Shares 20,617 Est. Cost $64.28 Unrealized
CB CHUBB LIMITED 0.6%
Value ($000) $1,469 Shares 12,649 Est. Cost $98.38 Unrealized +17.7%
GOOG ALPHABET INC 0.6%
Value ($000) $1,468 Shares 999 Est. Cost $36.90 Unrealized +105.2%
ETN EATON CORP PLC 0.6%
Value ($000) $1,463 Shares 14,339 Est. Cost $57.07 Unrealized +56.2%
EFA ISHARES TR 0.6%
Value ($000) $1,415 Shares 22,225 Est. Cost $4769.03 Unrealized
NKE NIKE INC 0.5%
Value ($000) $1,393 Shares 11,094 Est. Cost $49.07 Unrealized +103.1%
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,388 Shares 26,849 Est. Cost $51.49 Unrealized
MBB ISHARES TR 0.5%
Value ($000) $1,381 Shares 12,506 Est. Cost $109.23 Unrealized
NVS NOVARTIS AG 0.5%
Value ($000) $1,374 Shares 15,800 Est. Cost $3813.01 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,374 Shares 6,974 Est. Cost $53.72 Unrealized +249.8%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,363 Shares 18,931 Est. Cost $71.77 Unrealized -7.3%
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $1,361 Shares 12,784 Est. Cost $59.16 Unrealized +53.3%
APTIV PLC 0.5%
Value ($000) $1,348 Shares 14,706 Est. Cost $84.94 Unrealized
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $1,320 Shares 6,168 Est. Cost $142.35 Unrealized +26.4%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,319 Shares 17,093 Est. Cost $52.95 Unrealized +27.2%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,260 Shares 860 Est. Cost $43.10 Unrealized +75.5%
D DOMINION ENERGY INC 0.5%
Value ($000) $1,256 Shares 15,908 Est. Cost $49.90 Unrealized +24.3%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,241 Shares 36,143 Est. Cost $57.59 Unrealized -43.9%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $1,236 Shares 5,312 Est. Cost $172.49 Unrealized +30.6%
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $1,224 Shares 5,610 Est. Cost $98.03 Unrealized +94.7%
LOW LOWES COS INC 0.5%
Value ($000) $1,212 Shares 7,310 Est. Cost $66.47 Unrealized +110.4%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $1,187 Shares 33,039 Est. Cost $76.18 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,169 Shares 6,630 Est. Cost $16131.79 Unrealized
GLW CORNING INC 0.4%
Value ($000) $1,108 Shares 34,177 Est. Cost $19.40 Unrealized +37.4%
MDU MDU RES GROUP INC 0.4%
Value ($000) $1,103 Shares 49,032 Est. Cost $7.02 Unrealized +4.3%
ITOT ISHARES TR 0.4%
Value ($000) $1,091 Shares 14,457 Est. Cost $3830.41 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $965 Shares 10,428 Est. Cost $67.38 Unrealized +35.0%
T AT&T INC 0.4%
Value ($000) $960 Shares 33,661 Est. Cost $13.57 Unrealized +14.6%
GLD SPDR GOLD TR 0.4%
Value ($000) $960 Shares 5,421 Est. Cost $4795.94 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $951 Shares 3,424 Est. Cost $99.64 Unrealized +138.5%
IWB ISHARES TR 0.4%
Value ($000) $925 Shares 4,945 Est. Cost $622.26 Unrealized
ISHARES TR 0.4%
Value ($000) $916 Shares 36,550 Est. Cost $24.95 Unrealized
IXN ISHARES TR 0.4%
Value ($000) $915 Shares 3,470 Est. Cost $35443.16 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $904 Shares 2,359 Est. Cost $227.16 Unrealized +44.8%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $891 Shares 4,249 Est. Cost $75.53 Unrealized +141.0%
AMZN AMAZON COM INC 0.3%
Value ($000) $882 Shares 280 Est. Cost $80.16 Unrealized +96.7%
DBEF DBX ETF TR 0.3%
Value ($000) $838 Shares 27,385 Est. Cost $7617.56 Unrealized
MMM 3M CO 0.3%
Value ($000) $821 Shares 5,128 Est. Cost $97.49 Unrealized +13.2%
PHDG INVESCO ACTIVELY MANAGED ETF 0.3%
Value ($000) $787 Shares 23,860 Est. Cost $28.45 Unrealized
IJK ISHARES TR 0.3%
Value ($000) $786 Shares 3,285 Est. Cost $44744.53 Unrealized
IGLB ISHARES TR 0.3%
Value ($000) $767 Shares 10,894 Est. Cost $67.50 Unrealized
GO GROCERY OUTLET HLDG CORP 0.3%
Value ($000) $760 Shares 19,321 Est. Cost $32.27 Unrealized +27.7%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $759 Shares 39,613 Est. Cost $16.52 Unrealized
SPLUNK INC 0.3%
Value ($000) $754 Shares 4,006 Est. Cost $14774.06 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $752 Shares 13,515 Est. Cost $36.92 Unrealized +35.5%
BLACKROCK CORE BD TR 0.3%
Value ($000) $751 Shares 47,984 Est. Cost $13.38 Unrealized
ALC ALCON AG 0.3%
Value ($000) $738 Shares 12,964 Est. Cost $57.62 Unrealized +0.6%
MOAT VANECK VECTORS ETF TR 0.3%
Value ($000) $729 Shares 13,358 Est. Cost $529.93 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $728 Shares 2,309 Est. Cost $170.98 Unrealized +74.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $723 Shares 1,475 Est. Cost $353.68 Unrealized +31.5%
DHR DANAHER CORPORATION 0.3%
Value ($000) $719 Shares 3,340 Est. Cost $102.96 Unrealized +68.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $710 Shares 8,758 Est. Cost $45.01 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $697 Shares 60,421 Est. Cost $7.75 Unrealized +15.6%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $695 Shares 4,799 Est. Cost $63.59 Unrealized +101.1%
DNP SELECT INCOME FD INC 0.3%
Value ($000) $692 Shares 68,920 Est. Cost $3466.18 Unrealized
PINNACLE FINL PARTNERS INC 0.3%
Value ($000) $683 Shares 19,180 Est. Cost $47365.73 Unrealized
VTR VENTAS INC 0.3%
Value ($000) $683 Shares 16,273 Est. Cost $40.71 Unrealized -18.8%
VIGI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $681 Shares 9,453 Est. Cost $72.04 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $672 Shares 10,551 Est. Cost $321.27 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $667 Shares 6,133 Est. Cost $77.04 Unrealized +19.9%
GVI ISHARES TR 0.3%
Value ($000) $646 Shares 5,487 Est. Cost $115.73 Unrealized
HST HOST HOTELS & RESORTS INC 0.3%
Value ($000) $645 Shares 59,733 Est. Cost $11.98 Unrealized -23.8%
TLT ISHARES TR 0.2%
Value ($000) $626 Shares 3,832 Est. Cost $150.71 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $603 Shares 4,107 Est. Cost $101.47 Unrealized +22.4%
SFNC SIMMONS 1ST NATL CORP 0.2%
Value ($000) $593 Shares 37,403 Est. Cost $28.19 Unrealized -40.7%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $579 Shares 3,477 Est. Cost $71.18 Unrealized +64.8%
EMR EMERSON ELEC CO 0.2%
Value ($000) $579 Shares 8,834 Est. Cost $44.25 Unrealized +32.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $575 Shares 2,618 Est. Cost $117.39 Unrealized +54.5%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $562 Shares 2,024 Est. Cost $187.89 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $562 Shares 5,865 Est. Cost $95.30 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $560 Shares 7,089 Est. Cost $20337.10 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $553 Shares 4,540 Est. Cost $10336.40 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $552 Shares 5,106 Est. Cost $108.11 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $547 Shares 2,420 Est. Cost $132.37 Unrealized +60.4%
IWM ISHARES TR 0.2%
Value ($000) $537 Shares 3,586 Est. Cost $43368.48 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $532 Shares 1,809 Est. Cost $194.48 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $531 Shares 4,199 Est. Cost $120.08 Unrealized
DOV DOVER CORP 0.2%
Value ($000) $523 Shares 4,832 Est. Cost $54.25 Unrealized +83.8%
WMT WALMART INC 0.2%
Value ($000) $520 Shares 3,720 Est. Cost $18.07 Unrealized +128.6%
SNY SANOFI 0.2%
Value ($000) $504 Shares 10,051 Est. Cost $5134.98 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $485 Shares 3,770 Est. Cost $113.10 Unrealized
VEEV VEEVA SYS INC 0.2%
Value ($000) $478 Shares 1,701 Est. Cost $154.08 Unrealized +71.0%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $476 Shares 4,515 Est. Cost $1079.35 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $473 Shares 9,441 Est. Cost $50.31 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $468 Shares 5,280 Est. Cost $58.79 Unrealized +13.5%
SYSB ISHARES TR 0.2%
Value ($000) $465 Shares 4,574 Est. Cost $101.61 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $463 Shares 2,680 Est. Cost $158.27 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.2%
Value ($000) $461 Shares 40,834 Est. Cost $615.73 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $441 Shares 4,725 Est. Cost $32.53 Unrealized +155.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $440 Shares 5,120 Est. Cost $48.91 Unrealized +44.8%
IJR ISHARES TR 0.2%
Value ($000) $437 Shares 6,217 Est. Cost $79.79 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $432 Shares 2,072 Est. Cost $142.69 Unrealized +28.7%
ESPO VANECK VECTORS ETF TR 0.2%
Value ($000) $432 Shares 7,018 Est. Cost $39.98 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $431 Shares 7,257 Est. Cost $55.63 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $425 Shares 5,115 Est. Cost $1367.39 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $415 Shares 1,795 Est. Cost $84.96 Unrealized +179.7%
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $414 Shares 4,327 Est. Cost $40.22 Unrealized +116.7%
IWD ISHARES TR 0.2%
Value ($000) $410 Shares 3,469 Est. Cost $839.91 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $407 Shares 6,605 Est. Cost $35.74 Unrealized +45.8%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $406 Shares 2,381 Est. Cost $16589.35 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $391 Shares 10,654 Est. Cost $25.58 Unrealized +6.0%
ISHARES TR 0.1%
Value ($000) $384 Shares 14,992 Est. Cost $25.39 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $371 Shares 2,742 Est. Cost $6536.84 Unrealized
NGVT INGEVITY CORP 0.1%
Value ($000) $369 Shares 7,464 Est. Cost $40.24 Unrealized +40.2%
CRBN ISHARES TR 0.1%
Value ($000) $367 Shares 2,802 Est. Cost $121.84 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $365 Shares 4,219 Est. Cost $86.50 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $363 Shares 6,121 Est. Cost $6670.90 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $360 Shares 6,058 Est. Cost $19.94 Unrealized +195.2%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $360 Shares 33,727 Est. Cost $10.41 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $357 Shares 4,465 Est. Cost $29800.80 Unrealized
WESTROCK CO 0.1%
Value ($000) $356 Shares 10,242 Est. Cost $31123.24 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $349 Shares 3,108 Est. Cost $112.29 Unrealized
MASI MASIMO CORP 0.1%
Value ($000) $349 Shares 1,477 Est. Cost $153.15 Unrealized +46.4%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $349 Shares 3,727 Est. Cost $72.57 Unrealized +17.4%
UNP UNION PAC CORP 0.1%
Value ($000) $345 Shares 1,750 Est. Cost $88.15 Unrealized +87.0%
DOW DOW INC 0.1%
Value ($000) $339 Shares 7,195 Est. Cost $27.64 Unrealized +21.1%
ENB ENBRIDGE INC 0.1%
Value ($000) $332 Shares 11,360 Est. Cost $22.97 Unrealized -4.2%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $332 Shares 5,530 Est. Cost $60.06 Unrealized
BLACKROCK INC 0.1%
Value ($000) $331 Shares 587 Est. Cost $563.88 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $330 Shares 1,688 Est. Cost $79625.15 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $328 Shares 900 Est. Cost $29.64 Unrealized 0.0%
FIVE FIVE BELOW INC 0.1%
Value ($000) $324 Shares 2,548 Est. Cost $123.98 Unrealized -8.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $318 Shares 4,238 Est. Cost $55.93 Unrealized +5.2%
MUB ISHARES TR 0.1%
Value ($000) $317 Shares 2,735 Est. Cost $8322.57 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $315 Shares 3,910 Est. Cost $78.44 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $314 Shares 2,650 Est. Cost $51.22 Unrealized +0.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $311 Shares 5,410 Est. Cost $45.66 Unrealized +6.4%
UNM UNUM GROUP 0.1%
Value ($000) $311 Shares 18,481 Est. Cost $27.69 Unrealized -35.8%
MET METLIFE INC 0.1%
Value ($000) $300 Shares 8,065 Est. Cost $37.93 Unrealized -15.6%
BIL SPDR SER TR 0.1%
Value ($000) $300 Shares 3,282 Est. Cost $91.63 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $298 Shares 9,880 Est. Cost $74.60 Unrealized -59.3%
XITK SPDR SER TR 0.1%
Value ($000) $297 Shares 1,758 Est. Cost $147.51 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $293 Shares 2,925 Est. Cost $77.94 Unrealized +17.9%
ROKU ROKU INC 0.1%
Value ($000) $288 Shares 1,525 Est. Cost $158.12 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $282 Shares 1,920 Est. Cost $127.60 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $282 Shares 1,420 Est. Cost $198.59 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $280 Shares 2,298 Est. Cost $101.64 Unrealized -7.7%
ISHARES TR 0.1%
Value ($000) $277 Shares 10,565 Est. Cost $25.66 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $276 Shares 17,467 Est. Cost $30.40 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $274 Shares 1,077 Est. Cost $127.62 Unrealized +64.2%
WMB WILLIAMS COS INC 0.1%
Value ($000) $270 Shares 13,746 Est. Cost $18.00 Unrealized -14.4%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $269 Shares 2,320 Est. Cost $107.54 Unrealized -10.7%
SERVICEMASTER GLOBAL HLDGS I 0.1%
Value ($000) $265 Shares 6,655 Est. Cost $35.73 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $263 Shares 7,202 Est. Cost $31.34 Unrealized
WAB WABTEC 0.1%
Value ($000) $253 Shares 4,081 Est. Cost $74.68 Unrealized -16.7%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $253 Shares 1,953 Est. Cost $129.54 Unrealized
IGM ISHARES TR 0.1%
Value ($000) $244 Shares 788 Est. Cost $102.22 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $243 Shares 13,480 Est. Cost $15.47 Unrealized
HEEM ISHARES INC 0.1%
Value ($000) $241 Shares 8,908 Est. Cost $24.93 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $240 Shares 7,295 Est. Cost $43.40 Unrealized -28.1%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $239 Shares 4,099 Est. Cost $40.15 Unrealized +15.2%
SO SOUTHERN CO 0.1%
Value ($000) $238 Shares 4,389 Est. Cost $43.54 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $237 Shares 4,578 Est. Cost $55.46 Unrealized -11.5%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $237 Shares 4,272 Est. Cost $17.51 Unrealized +20.4%
ILMN ILLUMINA INC 0.1%
Value ($000) $236 Shares 765 Est. Cost $195.93 Unrealized +75.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $230 Shares 1,557 Est. Cost $110.24 Unrealized +32.2%
IIPR INNOVATIVE INDL PPTYS INC 0.1%
Value ($000) $230 Shares 1,855 Est. Cost $123.99 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $220 Shares 10,949 Est. Cost $20.09 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $218 Shares 4,030 Est. Cost $32.34 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $212 Shares 1,127 Est. Cost $188.11 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $210 Shares 3,482 Est. Cost $47.92 Unrealized +1.4%
SDG ISHARES TR 0.1%
Value ($000) $205 Shares 2,547 Est. Cost $80.49 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $204 Shares 4,023 Est. Cost $50.71 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $201 Shares 4,656 Est. Cost $43.17 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $120 Shares 11,941 Est. Cost $58.98 Unrealized -77.5%
GENERAL ELECTRIC CO 0.0%
Value ($000) $73 Shares 11,767 Est. Cost $3694.35 Unrealized