Kovitz Investment Group Partners, LLC Diversified Active

CIK: 0001665198 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 12, 2020

Total Value ($000): $3,237,075 (100.0% shares, 0.0% debt)

Holdings (378)

GOOG ALPHABET INC - CL C 3.8%
Value ($000) $123,020 Shares 87,025 Est. Cost $64.18 Unrealized +4.3%
AAPL APPLE COMPUTER INC 3.7%
Value ($000) $120,549 Shares 330,451 Est. Cost $25.72 Unrealized +192.0%
BRK/B BERKSHIRE HATHAWAY - CL B 3.6%
Value ($000) $115,983 Shares 649,731 Est. Cost $136.98 Unrealized +33.3%
PWR QUANTA SVCS INC 3.3%
Value ($000) $105,743 Shares 2,695,453 Est. Cost $34.29 Unrealized +2.8%
META FACEBOOK INC 3.2%
Value ($000) $105,083 Shares 462,775 Est. Cost $194.43 Unrealized +6.6%
PM PHILIP MORRIS INTERNATIONAL 2.8%
Value ($000) $91,646 Shares 1,308,109 Est. Cost $58.15 Unrealized -5.8%
DIS WALT DISNEY CO 2.6%
Value ($000) $83,770 Shares 751,225 Est. Cost $107.25 Unrealized +0.6%
AON PLC 2.3%
Value ($000) $74,595 Shares 387,305 Est. Cost $192.60 Unrealized
AXP AMERICAN EXPRESS CO 2.2%
Value ($000) $72,538 Shares 761,953 Est. Cost $74.14 Unrealized +15.5%
VIACOMCBS INC 2.2%
Value ($000) $71,034 Shares 3,046,061 Est. Cost $14.01 Unrealized
CBRE CBRE GROUP INC 2.2%
Value ($000) $70,497 Shares 1,558,975 Est. Cost $55.26 Unrealized -22.0%
JACOBS ENGR GROUP INC 2.0%
Value ($000) $65,364 Shares 770,807 Est. Cost $60.21 Unrealized
KMX CARMAX INC 2.0%
Value ($000) $64,242 Shares 717,383 Est. Cost $55.75 Unrealized +40.6%
BDX BECTON, DICKINSON & CO 2.0%
Value ($000) $63,714 Shares 266,286 Est. Cost $223.46 Unrealized -1.4%
BKNG BOOKING HOLDINGS INC 1.9%
Value ($000) $62,807 Shares 39,443 Est. Cost $1761.53 Unrealized -15.0%
GDDY GODADDY INC. 1.9%
Value ($000) $61,491 Shares 838,558 Est. Cost $66.76 Unrealized +7.6%
CHARTER COMMUNICATIONS INC CL 1.9%
Value ($000) $60,295 Shares 118,217 Est. Cost $510.04 Unrealized
NTRS NORTHERN TR CORP COM 1.8%
Value ($000) $56,990 Shares 718,301 Est. Cost $75.11 Unrealized -11.3%
HAS HASBRO INC 1.8%
Value ($000) $56,710 Shares 756,636 Est. Cost $68.18 Unrealized -14.8%
GENERAL MTRS CO 1.7%
Value ($000) $55,362 Shares 2,188,229 Est. Cost $25.30 Unrealized
AMZN AMAZON.COM INC 1.6%
Value ($000) $50,743 Shares 18,393 Est. Cost $94.10 Unrealized +28.3%
GIL GILDAN ACTIVEWEAR INC 1.5%
Value ($000) $49,324 Shares 3,184,275 Est. Cost $24.87 Unrealized -45.8%
SS&C TECHNOLOGIES HLDGS INC 1.5%
Value ($000) $48,013 Shares 850,092 Est. Cost $56.48 Unrealized
MSI MOTOROLA SOLUTIONS INC 1.5%
Value ($000) $47,552 Shares 339,341 Est. Cost $149.37 Unrealized -11.9%
JPM JP MORGAN SECURITIES 1.4%
Value ($000) $45,504 Shares 483,772 Est. Cost $53.78 Unrealized +52.0%
LMT LOCKHEED MARTIN 1.3%
Value ($000) $41,347 Shares 113,303 Est. Cost $329.66 Unrealized -1.8%
LOW LOWE`S COMPANIES INC 1.3%
Value ($000) $40,942 Shares 303,012 Est. Cost $99.58 Unrealized +3.8%
SCHW THE CHARLES SCHWAB CORP 1.2%
Value ($000) $40,302 Shares 1,194,460 Est. Cost $40.06 Unrealized -17.2%
ADSK AUTODESK INC 1.2%
Value ($000) $39,441 Shares 164,893 Est. Cost $185.93 Unrealized +5.7%
GOOGL ALPHABET INC - CL A 1.1%
Value ($000) $36,425 Shares 25,687 Est. Cost $67.26 Unrealized -0.5%
V VISA INC 1.1%
Value ($000) $35,149 Shares 181,959 Est. Cost $177.33 Unrealized -1.0%
C CITIGROUP INC 1.1%
Value ($000) $34,743 Shares 679,904 Est. Cost $37.35 Unrealized +3.6%
MSFT MICROSOFT CORP 1.1%
Value ($000) $34,662 Shares 170,320 Est. Cost $96.99 Unrealized +78.4%
EXPE EXPEDIA GROUP INC 1.1%
Value ($000) $34,078 Shares 414,577 Est. Cost $108.03 Unrealized -33.2%
MHK MOHAWK INDS INC COM 1.0%
Value ($000) $33,424 Shares 328,457 Est. Cost $165.21 Unrealized -46.8%
BLACKSTONE GROUP INC 0.9%
Value ($000) $29,797 Shares 525,889 Est. Cost $56.66 Unrealized
COVETRUS INC 0.9%
Value ($000) $27,752 Shares 1,551,266 Est. Cost $17.89 Unrealized
UHAL AMERCO 0.7%
Value ($000) $23,342 Shares 77,244 Est. Cost $35.20 Unrealized -16.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $17,929 Shares 127,485 Est. Cost $105.32 Unrealized +18.0%
NVR ORD 0.5%
Value ($000) $16,600 Shares 5,094 Est. Cost $3258.74 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $15,939 Shares 266,416 Est. Cost $40.25 Unrealized +32.2%
QCOM QUALCOMM INC. 0.5%
Value ($000) $14,847 Shares 162,778 Est. Cost $46.11 Unrealized +53.9%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $13,876 Shares 297,497 Est. Cost $35.67 Unrealized +3.7%
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $12,875 Shares 62,051 Est. Cost $174.07 Unrealized
SPY SPDR - S&P 500 INDEX 0.4%
Value ($000) $12,681 Shares 41,124 Est. Cost $308.36 Unrealized
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $12,269 Shares 232,236 Est. Cost $47.54 Unrealized -0.1%
CMCSA COMCAST CORP 0.4%
Value ($000) $12,149 Shares 311,660 Est. Cost $30.67 Unrealized +6.8%
BMY BRISTOL MYERS SQUIB 0.4%
Value ($000) $12,125 Shares 206,198 Est. Cost $37.28 Unrealized +28.6%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $12,050 Shares 51,089 Est. Cost $155.70 Unrealized +23.1%
BAC BANK OF AMERICA CORP. 0.4%
Value ($000) $12,014 Shares 505,834 Est. Cost $13.21 Unrealized +55.7%
VCSH VG - U.S. SHORT-TERM CORP BONDS 0.3%
Value ($000) $10,924 Shares 132,156 Est. Cost $80.86 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $10,600 Shares 53,639 Est. Cost $206.14 Unrealized -20.4%
CVS CVS HEALTH CORP 0.3%
Value ($000) $10,283 Shares 158,276 Est. Cost $53.94 Unrealized -2.5%
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $10,106 Shares 61,655 Est. Cost $140.70 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $9,537 Shares 54,320 Est. Cost $143.83 Unrealized +5.0%
WMT WAL MART STORES INC COM 0.3%
Value ($000) $9,098 Shares 75,958 Est. Cost $27.37 Unrealized +39.1%
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $9,010 Shares 61,831 Est. Cost $123.37 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $8,823 Shares 96,499 Est. Cost $56.54 Unrealized +44.9%
M D C HLDGS INC COM 0.3%
Value ($000) $8,645 Shares 242,161 Est. Cost $28.18 Unrealized
DLR DIGITAL REALTY TRUST INC 0.3%
Value ($000) $8,525 Shares 59,986 Est. Cost $86.18 Unrealized +35.0%
GLW CORNING INC 0.3%
Value ($000) $8,506 Shares 328,388 Est. Cost $26.17 Unrealized -25.8%
VT VG - TOTAL WORLD STOCK INDEX 0.3%
Value ($000) $8,297 Shares 110,911 Est. Cost $74.61 Unrealized
TGT TARGET CORPORATION 0.3%
Value ($000) $8,237 Shares 68,678 Est. Cost $98.18 Unrealized 0.0%
CMI CUMMINS INC COM 0.3%
Value ($000) $8,199 Shares 47,324 Est. Cost $117.76 Unrealized +18.2%
DE DEERE & CO COM 0.2%
Value ($000) $8,049 Shares 51,217 Est. Cost $131.66 Unrealized +2.0%
EATON CORP 0.2%
Value ($000) $7,958 Shares 90,974 Est. Cost $68.67 Unrealized
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $7,717 Shares 400,239 Est. Cost $19.78 Unrealized -25.0%
VTI VANGUARD TOTAL STOCK MARKET ET 0.2%
Value ($000) $7,658 Shares 48,922 Est. Cost $134.63 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $7,617 Shares 137,816 Est. Cost $48.99 Unrealized 0.0%
SPSB SPDR - SHORT-TERM CORPORATES 0.2%
Value ($000) $7,610 Shares 242,805 Est. Cost $30.97 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $7,211 Shares 93,237 Est. Cost $64.53 Unrealized -2.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $7,129 Shares 77,742 Est. Cost $82.40 Unrealized -0.7%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $7,098 Shares 65,597 Est. Cost $99.01 Unrealized
CAT CATERPILLAR INC. 0.2%
Value ($000) $7,075 Shares 55,934 Est. Cost $111.96 Unrealized -5.2%
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $7,056 Shares 129,773 Est. Cost $54.47 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $7,043 Shares 28,115 Est. Cost $133.66 Unrealized +49.4%
ABBV ABBVIE INC 0.2%
Value ($000) $6,992 Shares 71,216 Est. Cost $68.72 Unrealized +2.6%
SCHP SCHW - U.S. TIPS ETF 0.2%
Value ($000) $6,795 Shares 113,212 Est. Cost $58.03 Unrealized
FDX FEDERAL EXPRESS 0.2%
Value ($000) $6,706 Shares 47,826 Est. Cost $154.37 Unrealized -26.7%
SEAGATE TECHNOLOGY PLC 0.2%
Value ($000) $6,529 Shares 134,873 Est. Cost $38.86 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $6,524 Shares 84,786 Est. Cost $52.50 Unrealized +17.1%
IBM INTL BUSINESS MACH. 0.2%
Value ($000) $6,474 Shares 53,607 Est. Cost $89.22 Unrealized +2.4%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $6,447 Shares 161,588 Est. Cost $37.72 Unrealized -15.4%
ACWI IS - MSCI ALL COUNTRY WORLD INDEX 0.2%
Value ($000) $6,362 Shares 86,302 Est. Cost $74.16 Unrealized
PNC PNC BANK CORPORATION 0.2%
Value ($000) $6,336 Shares 60,214 Est. Cost $98.57 Unrealized -12.8%
CE CELANESE CORP DEL 0.2%
Value ($000) $6,333 Shares 73,349 Est. Cost $85.53 Unrealized -11.9%
WHR WHIRLPOOL CORP 0.2%
Value ($000) $6,306 Shares 48,682 Est. Cost $113.86 Unrealized +0.5%
LAM RESEARCH CORPORATION 0.2%
Value ($000) $6,240 Shares 19,291 Est. Cost $139.02 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $5,921 Shares 97,232 Est. Cost $61.26 Unrealized -27.8%
BK BANK OF NEW YORK MELLON 0.2%
Value ($000) $5,866 Shares 151,794 Est. Cost $33.79 Unrealized -8.0%
MANPOWERGROUP INCORPORATED 0.2%
Value ($000) $5,835 Shares 84,874 Est. Cost $52.99 Unrealized
ALB ALBEMARLE CORP 0.2%
Value ($000) $5,775 Shares 74,795 Est. Cost $71.73 Unrealized -11.6%
VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $5,678 Shares 102,994 Est. Cost $53.80 Unrealized
GEN NORTONLIFELOCK INC 0.2%
Value ($000) $5,618 Shares 283,272 Est. Cost $12.38 Unrealized +45.8%
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $5,492 Shares 91,970 Est. Cost $49.11 Unrealized +4.2%
NKE NIKE INC 0.2%
Value ($000) $5,459 Shares 55,679 Est. Cost $69.24 Unrealized +23.4%
XOM EXXON MOBIL 0.2%
Value ($000) $5,457 Shares 122,021 Est. Cost $34.82 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $5,450 Shares 87,071 Est. Cost $80.63 Unrealized -29.8%
VIS VG - INDUSTRIALS ETF 0.2%
Value ($000) $5,251 Shares 40,415 Est. Cost $110.31 Unrealized
MUB IS - INTERMEDIATE MUNICIPAL BONDS 0.2%
Value ($000) $5,238 Shares 45,390 Est. Cost $114.44 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $5,115 Shares 42,775 Est. Cost $87.19 Unrealized +16.4%
PFE PFIZER INC 0.2%
Value ($000) $5,110 Shares 156,272 Est. Cost $27.65 Unrealized -6.0%
ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $5,051 Shares 42,320 Est. Cost $101.07 Unrealized
AVGO BROADCOM LTD 0.2%
Value ($000) $5,038 Shares 15,962 Est. Cost $24.28 Unrealized +1.0%
BROOKFIELD ASSET MANAGEMENT INC 0.2%
Value ($000) $4,935 Shares 150,005 Est. Cost $41.92 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $4,661 Shares 68,250 Est. Cost $56.12 Unrealized
MCD MCDONALD`S CORP 0.1%
Value ($000) $4,622 Shares 25,055 Est. Cost $125.80 Unrealized +28.0%
BIOGEN IDEC INC COM 0.1%
Value ($000) $4,595 Shares 17,175 Est. Cost $316.36 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $4,593 Shares 89,141 Est. Cost $38.47 Unrealized +19.6%
NETAPP INC 0.1%
Value ($000) $4,498 Shares 101,369 Est. Cost $57.71 Unrealized
TRUIST FINL CORP COM 0.1%
Value ($000) $4,491 Shares 119,610 Est. Cost $56.01 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $4,364 Shares 33,000 Est. Cost $90.41 Unrealized +22.5%
XLU SPDR - UTILITIES SECTOR 0.1%
Value ($000) $4,339 Shares 76,886 Est. Cost $56.43 Unrealized
SLQD IS-0-5 INVESTMENT GRADE CORP BONDS 0.1%
Value ($000) $4,322 Shares 82,931 Est. Cost $52.12 Unrealized
SANOFI AVENTIS SPONSORED ADR 0.1%
Value ($000) $4,265 Shares 83,542 Est. Cost $43.72 Unrealized
HON HONEYWELL INTL 0.1%
Value ($000) $4,221 Shares 29,195 Est. Cost $135.33 Unrealized -12.9%
ONB OLD NATL BANCORP 0.1%
Value ($000) $4,174 Shares 303,313 Est. Cost $17.86 Unrealized -24.5%
SJM J M SMUCKER CO 0.1%
Value ($000) $4,155 Shares 39,268 Est. Cost $82.95 Unrealized +12.7%
EBAY EBAY INC. 0.1%
Value ($000) $4,123 Shares 78,614 Est. Cost $35.13 Unrealized +9.4%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $4,034 Shares 36,288 Est. Cost $76.58 Unrealized +4.1%
VCR VG - CONSUMER DURABLES ETF 0.1%
Value ($000) $3,974 Shares 19,870 Est. Cost $170.00 Unrealized
XBI SPDR - S&P BIOTECH 0.1%
Value ($000) $3,947 Shares 35,260 Est. Cost $89.39 Unrealized
BLACKROCK INC. 0.1%
Value ($000) $3,855 Shares 7,085 Est. Cost $436.73 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $3,798 Shares 61,514 Est. Cost $26.05 Unrealized +91.4%
CMA COMERICA INC 0.1%
Value ($000) $3,777 Shares 99,130 Est. Cost $47.18 Unrealized -43.8%
BENCHMARK ELECTRONICS INC 0.1%
Value ($000) $3,738 Shares 173,071 Est. Cost $21.10 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $3,713 Shares 14,361 Est. Cost $197.22 Unrealized +6.8%
VHT VG - HEALTH CARE ETF 0.1%
Value ($000) $3,712 Shares 19,268 Est. Cost $171.51 Unrealized
PNW PINNACLE WEST CAPITAL CORP USD 0.1%
Value ($000) $3,710 Shares 50,619 Est. Cost $69.53 Unrealized -15.0%
TJX TJX COMPANIES 0.1%
Value ($000) $3,684 Shares 72,864 Est. Cost $45.44 Unrealized +2.6%
MBB IS - BARCLAYS MBS (MORTGAGE BONDS) 0.1%
Value ($000) $3,646 Shares 32,940 Est. Cost $110.65 Unrealized
JUNIPER NETWORKS INC 0.1%
Value ($000) $3,645 Shares 159,429 Est. Cost $26.90 Unrealized
WM WASTE MANAGEMENT 0.1%
Value ($000) $3,587 Shares 33,867 Est. Cost $96.49 Unrealized -4.5%
JBL JABIL INC 0.1%
Value ($000) $3,579 Shares 111,555 Est. Cost $23.60 Unrealized +19.0%
METLIFE INC COM 0.1%
Value ($000) $3,548 Shares 97,149 Est. Cost $42.56 Unrealized
PHYSICIANS RLTY TR 0.1%
Value ($000) $3,472 Shares 198,201 Est. Cost $16.29 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $3,377 Shares 24,377 Est. Cost $126.43 Unrealized -13.3%
COHU COHU INC 0.1%
Value ($000) $3,373 Shares 194,499 Est. Cost $18.65 Unrealized -17.4%
ROYAL CARIBEEAN CRUISES LTD 0.1%
Value ($000) $3,357 Shares 66,737 Est. Cost $97.78 Unrealized
GBX GREENBRIER COS INC 0.1%
Value ($000) $3,330 Shares 146,363 Est. Cost $22.05 Unrealized -25.4%
SHV ISHARES TR 0.1%
Value ($000) $3,292 Shares 29,729 Est. Cost $110.73 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $3,287 Shares 11,598 Est. Cost $246.59 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $3,264 Shares 92,696 Est. Cost $30.57 Unrealized -18.9%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $3,230 Shares 18,537 Est. Cost $110.15 Unrealized +25.2%
LQD IS - INVESTMENT GRADE CORP BONDS 0.1%
Value ($000) $3,095 Shares 23,014 Est. Cost $125.38 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $3,066 Shares 17,522 Est. Cost $152.91 Unrealized -0.7%
TOTAL S A SPONSORED ADR 0.1%
Value ($000) $2,994 Shares 77,839 Est. Cost $50.41 Unrealized
HOLLYFRONTIER CORP 0.1%
Value ($000) $2,971 Shares 101,748 Est. Cost $47.15 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES 0.1%
Value ($000) $2,870 Shares 21,402 Est. Cost $123.01 Unrealized -5.1%
VWO VG - FTSE EMERGING MARKETS 0.1%
Value ($000) $2,861 Shares 72,233 Est. Cost $35.35 Unrealized
BP BP PLC 0.1%
Value ($000) $2,809 Shares 120,441 Est. Cost $38.92 Unrealized
VCIT VG - U.S. INTERM-TERM CORP BONDS 0.1%
Value ($000) $2,790 Shares 29,320 Est. Cost $87.10 Unrealized
CARDINAL HEALTH INC COM 0.1%
Value ($000) $2,765 Shares 52,981 Est. Cost $47.94 Unrealized
FLOT IS - FLOATING RATE BOND FUND 0.1%
Value ($000) $2,756 Shares 54,487 Est. Cost $48.74 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $2,742 Shares 31,664 Est. Cost $86.60 Unrealized
FOOT LOCKER INC 0.1%
Value ($000) $2,703 Shares 92,692 Est. Cost $43.49 Unrealized
LIBERTY GLOBAL CL C 0.1%
Value ($000) $2,698 Shares 125,440 Est. Cost $22.80 Unrealized
KR KROGER CO 0.1%
Value ($000) $2,695 Shares 79,625 Est. Cost $24.89 Unrealized +15.6%
T AT & T INC 0.1%
Value ($000) $2,580 Shares 85,351 Est. Cost $15.50 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $2,575 Shares 26,530 Est. Cost $126.21 Unrealized -21.3%
BA BOEING CO 0.1%
Value ($000) $2,571 Shares 14,024 Est. Cost $111.87 Unrealized +37.4%
VSS VG - ALL-WORLD EX-US SMALL-CAP 0.1%
Value ($000) $2,539 Shares 26,278 Est. Cost $99.70 Unrealized
DAL DELTA AIR LINES INC NEW 0.1%
Value ($000) $2,530 Shares 90,208 Est. Cost $52.70 Unrealized -53.0%
WFC WELLS FARGO & CO 0.1%
Value ($000) $2,486 Shares 97,117 Est. Cost $34.83 Unrealized -31.2%
SBUX STARBUCKS CORP. 0.1%
Value ($000) $2,473 Shares 33,609 Est. Cost $66.90 Unrealized -0.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $2,462 Shares 48,156 Est. Cost $45.04 Unrealized -1.1%
PKW IV - BUYBACK ACHIEVERS 0.1%
Value ($000) $2,456 Shares 42,795 Est. Cost $59.62 Unrealized
REG REGENCY CTRS CORP 0.1%
Value ($000) $2,449 Shares 53,362 Est. Cost $46.71 Unrealized -28.5%
KSS KOHLS CORP 0.1%
Value ($000) $2,430 Shares 116,988 Est. Cost $61.83 Unrealized -68.8%
KIM KIMCO RLTY CORP 0.1%
Value ($000) $2,425 Shares 188,872 Est. Cost $12.56 Unrealized -29.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $2,406 Shares 9 Est. Cost $199512.94 Unrealized +37.4%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $2,388 Shares 56,333 Est. Cost $74.99 Unrealized
IBB IS - NASDAQ BIOTECH 0.1%
Value ($000) $2,373 Shares 17,357 Est. Cost $110.76 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $2,355 Shares 24,276 Est. Cost $62.40 Unrealized +37.2%
AXIS CAPITAL HOLDINGS SHS 0.1%
Value ($000) $2,355 Shares 58,063 Est. Cost $51.64 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $2,328 Shares 7,893 Est. Cost $226.89 Unrealized +15.1%
MMM 3M CO. 0.1%
Value ($000) $2,265 Shares 14,524 Est. Cost $107.61 Unrealized -4.8%
XLF SPDR - FINANCIAL SECTOR 0.1%
Value ($000) $2,254 Shares 97,406 Est. Cost $23.77 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $2,248 Shares 47,227 Est. Cost $48.16 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $2,206 Shares 19,343 Est. Cost $78.57 Unrealized +15.7%
XAR SPDR - S&P AEROSPACE & DEFENSE 0.1%
Value ($000) $2,192 Shares 25,001 Est. Cost $95.91 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $2,158 Shares 51,362 Est. Cost $40.98 Unrealized -19.7%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $2,053 Shares 19,650 Est. Cost $81.78 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.1%
Value ($000) $2,001 Shares 96,073 Est. Cost $18.66 Unrealized +10.4%
LBRDA LIBERTY BROADBAND - CL A 0.1%
Value ($000) $2,000 Shares 16,367 Est. Cost $79.63 Unrealized +44.7%
GT GOODYEAR TIRE & RUBR CO 0.1%
Value ($000) $1,958 Shares 218,921 Est. Cost $17.80 Unrealized -57.3%
ELV ANTHEM INC 0.1%
Value ($000) $1,951 Shares 7,418 Est. Cost $256.32 Unrealized -3.6%
USFD US FOODS HOLDING CORP 0.1%
Value ($000) $1,932 Shares 98,000 Est. Cost $30.58 Unrealized -37.5%
SFL SFL CORPORATION LTD 0.1%
Value ($000) $1,913 Shares 205,923 Est. Cost $12.38 Unrealized -19.2%
MGV VG - MEGA CAP 300 VALUE 0.1%
Value ($000) $1,905 Shares 26,015 Est. Cost $78.04 Unrealized
FOCUS FINL PARTNERS INC CL A 0.1%
Value ($000) $1,866 Shares 56,466 Est. Cost $28.55 Unrealized
VGT VG - INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $1,841 Shares 6,604 Est. Cost $201.85 Unrealized
PHM PULTEGROUP INC 0.1%
Value ($000) $1,812 Shares 53,254 Est. Cost $36.34 Unrealized -22.0%
SUB IS - SHORT-TERM AMT MUNI 0.1%
Value ($000) $1,809 Shares 16,770 Est. Cost $107.87 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $1,698 Shares 10,341 Est. Cost $114.05 Unrealized +26.2%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value ($000) $1,692 Shares 94,366 Est. Cost $20.37 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,689 Shares 11,303 Est. Cost $153.34 Unrealized -18.9%
CERNER CORP. 0.1%
Value ($000) $1,687 Shares 24,600 Est. Cost $67.37 Unrealized
BAYRY BAYER AG ADS 0.1%
Value ($000) $1,653 Shares 88,730 Est. Cost $18.63 Unrealized
NUTRIEN LTD REGISTERED SHS 0.0%
Value ($000) $1,600 Shares 49,835 Est. Cost $46.60 Unrealized
DISCOVERY INC - C 0.0%
Value ($000) $1,585 Shares 82,284 Est. Cost $26.61 Unrealized
IWP IS - RUSSELL MIDCAP GROWTH 0.0%
Value ($000) $1,534 Shares 9,702 Est. Cost $135.68 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $1,523 Shares 5,024 Est. Cost $198.35 Unrealized +40.8%
UNILEVER PLC 0.0%
Value ($000) $1,509 Shares 27,510 Est. Cost $56.10 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $1,496 Shares 42,564 Est. Cost $31.01 Unrealized 0.0%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $1,476 Shares 34,018 Est. Cost $43.39 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $1,467 Shares 42,937 Est. Cost $48.26 Unrealized -38.7%
WESTROCK CO 0.0%
Value ($000) $1,458 Shares 51,604 Est. Cost $36.53 Unrealized
SPDR - S&P 500 INDEX 0.0%
Value ($000) $1,455 Shares 6,554 Est. Cost $313.70 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $1,434 Shares 23,725 Est. Cost $51.23 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $1,432 Shares 16,209 Est. Cost $88.35 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $1,432 Shares 4,841 Est. Cost $287.82 Unrealized -5.0%
KEY KEYCORP 0.0%
Value ($000) $1,412 Shares 115,955 Est. Cost $12.50 Unrealized -29.5%
AGG IS - CORE US AGGREGATE BOND 0.0%
Value ($000) $1,405 Shares 11,884 Est. Cost $118.23 Unrealized
SPDR - S&P 500 INDEX 0.0%
Value ($000) $1,379 Shares 18,390 Est. Cost $313.70 Unrealized
SCHZ SCHW - US AGGREGATE BOND 0.0%
Value ($000) $1,378 Shares 24,500 Est. Cost $56.24 Unrealized
FDN FT DOW JONES INTERNET INDEX 0.0%
Value ($000) $1,364 Shares 7,999 Est. Cost $133.42 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $1,361 Shares 17,970 Est. Cost $66.21 Unrealized -11.0%
PSCH IV - SMALL-CAP HEALTHCARE 0.0%
Value ($000) $1,348 Shares 11,131 Est. Cost $115.94 Unrealized
BIV VANGUARD INTER TERM BONDS 0.0%
Value ($000) $1,347 Shares 14,450 Est. Cost $93.22 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $1,342 Shares 16,453 Est. Cost $62.97 Unrealized
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $1,327 Shares 9,392 Est. Cost $112.22 Unrealized +0.4%
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $1,318 Shares 48,620 Est. Cost $21.48 Unrealized
NEXTERA ENERGY INC 0.0%
Value ($000) $1,315 Shares 5,477 Est. Cost $118.35 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $1,314 Shares 21,582 Est. Cost $62.52 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $1,311 Shares 98,733 Est. Cost $33.11 Unrealized -62.1%
KKR & CO INC CL A 0.0%
Value ($000) $1,292 Shares 41,837 Est. Cost $24.57 Unrealized
SPIB SPDR - INTERMEDIATE CORP 0.0%
Value ($000) $1,291 Shares 35,330 Est. Cost $34.23 Unrealized
EWN ISHARES INC 0.0%
Value ($000) $1,289 Shares 39,403 Est. Cost $29.89 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,274 Shares 15,992 Est. Cost $74.51 Unrealized -10.6%
ISHARES INC 0.0%
Value ($000) $1,262 Shares 31,365 Est. Cost $32.98 Unrealized
CGW IV - S&P GLOBAL WATER 0.0%
Value ($000) $1,262 Shares 33,755 Est. Cost $38.03 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $1,253 Shares 7,725 Est. Cost $122.01 Unrealized 0.0%
EMB ISHARES TR 0.0%
Value ($000) $1,231 Shares 11,273 Est. Cost $109.20 Unrealized
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,206 Shares 47,317 Est. Cost $23.65 Unrealized
VDC VG - CONSUMER STAPLES ETF 0.0%
Value ($000) $1,205 Shares 8,057 Est. Cost $149.56 Unrealized
IWS IS - RUSSELL MIDCAP VALUE 0.0%
Value ($000) $1,185 Shares 15,492 Est. Cost $85.85 Unrealized
VBK VG - U.S. SMALL-CAP GROWTH 0.0%
Value ($000) $1,133 Shares 5,675 Est. Cost $179.73 Unrealized
BSV VG - SHORT-TERM BONDS 0.0%
Value ($000) $1,132 Shares 13,625 Est. Cost $83.08 Unrealized
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,121 Shares 48,465 Est. Cost $19.63 Unrealized
ITM VV - INTERMEDIATE TERM MUNICIPALS 0.0%
Value ($000) $1,097 Shares 21,537 Est. Cost $48.84 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1,088 Shares 35,720 Est. Cost $56.37 Unrealized
SPDR SER TR 0.0%
Value ($000) $1,087 Shares 43,132 Est. Cost $25.20 Unrealized
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,080 Shares 44,386 Est. Cost $22.50 Unrealized
1/100 BERKSHIRE HTWY CLA100 SH 0.0%
Value ($000) $1,069 Shares 400 Est. Cost $2672.50 Unrealized
TSAKOS ENERGY NAVIGATION LTD 0.0%
Value ($000) $1,030 Shares 512,622 Est. Cost $2.60 Unrealized
EWI ISHARES INC 0.0%
Value ($000) $1,012 Shares 42,046 Est. Cost $20.77 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $994 Shares 11,146 Est. Cost $75.31 Unrealized -7.3%
INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $967 Shares 45,281 Est. Cost $21.36 Unrealized
MOLSON COORS BREWING CO CL B N 0.0%
Value ($000) $966 Shares 28,103 Est. Cost $59.51 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $965 Shares 43,521 Est. Cost $17.01 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $962 Shares 37,633 Est. Cost $26.48 Unrealized
MOSAIC CO NEW 0.0%
Value ($000) $945 Shares 75,534 Est. Cost $29.21 Unrealized
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $941 Shares 48,567 Est. Cost $22.14 Unrealized
EWS ISHARES INC 0.0%
Value ($000) $933 Shares 49,713 Est. Cost $17.35 Unrealized
KLAC KLA-TENCOR CORP. 0.0%
Value ($000) $929 Shares 4,778 Est. Cost $98.08 Unrealized +63.5%
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $900 Shares 56,456 Est. Cost $21.97 Unrealized
AAP ADVANCE AUTO PARTS 0.0%
Value ($000) $900 Shares 6,320 Est. Cost $112.44 Unrealized 0.0%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $890 Shares 42,806 Est. Cost $28.68 Unrealized -24.2%
ISHARES TR 0.0%
Value ($000) $888 Shares 15,942 Est. Cost $55.70 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $887 Shares 9,040 Est. Cost $88.58 Unrealized +1.9%
NEW YORK CMNTY BANCORP COM 0.0%
Value ($000) $884 Shares 86,707 Est. Cost $9.56 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $881 Shares 37,745 Est. Cost $41.11 Unrealized
ACN ACCENTURE PLC CLASS A ORDINARY 0.0%
Value ($000) $873 Shares 4,068 Est. Cost $176.76 Unrealized -1.2%
SCHL SCHOLASTIC CORP COM 0.0%
Value ($000) $870 Shares 29,064 Est. Cost $34.79 Unrealized -27.9%
DISCOVERY INC - A 0.0%
Value ($000) $865 Shares 40,990 Est. Cost $27.23 Unrealized
PIMCO ETF TR 0.0%
Value ($000) $857 Shares 8,430 Est. Cost $101.66 Unrealized
BROOKFIELD PROPERTY REIT 0.0%
Value ($000) $848 Shares 85,110 Est. Cost $19.02 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $845 Shares 23,293 Est. Cost $59.50 Unrealized -45.3%
NVS NOVARTIS 0.0%
Value ($000) $839 Shares 9,610 Est. Cost $96.16 Unrealized
WISDOMTREE TR 0.0%
Value ($000) $818 Shares 20,972 Est. Cost $47.84 Unrealized
KO COCA-COLA CO 0.0%
Value ($000) $813 Shares 18,195 Est. Cost $35.17 Unrealized +10.1%
BHP BHP GROUP LTD 0.0%
Value ($000) $798 Shares 16,041 Est. Cost $48.30 Unrealized
MGK VG - U.S. MEGA-CAP GROWTH 0.0%
Value ($000) $797 Shares 4,875 Est. Cost $124.35 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $794 Shares 5,178 Est. Cost $135.71 Unrealized +2.6%
ISHARES TR 0.0%
Value ($000) $772 Shares 42,875 Est. Cost $24.82 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $772 Shares 33,986 Est. Cost $22.72 Unrealized
BAKER HUGHES COMPANY 0.0%
Value ($000) $766 Shares 49,789 Est. Cost $26.83 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $761 Shares 16,314 Est. Cost $46.65 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $746 Shares 6,645 Est. Cost $111.84 Unrealized
VFH VG - FINANCIALS ETF 0.0%
Value ($000) $745 Shares 13,026 Est. Cost $57.19 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $726 Shares 11,781 Est. Cost $54.61 Unrealized 0.0%
HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $726 Shares 74,573 Est. Cost $16.32 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $715 Shares 43,522 Est. Cost $54.74 Unrealized -72.6%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $713 Shares 5,615 Est. Cost $99.52 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $712 Shares 6,073 Est. Cost $123.06 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $701 Shares 7,007 Est. Cost $90.07 Unrealized
SPDR DOW JONES INDUSTRIAL AVER 0.0%
Value ($000) $696 Shares 2,700 Est. Cost $243.67 Unrealized
HP INC 0.0%
Value ($000) $684 Shares 39,240 Est. Cost $18.30 Unrealized
PDBC INVESCO ACTIVLY MANGD ETC FD 0.0%
Value ($000) $678 Shares 52,371 Est. Cost $12.05 Unrealized
KMT KENNAMETAL INC CAP STK 0.0%
Value ($000) $663 Shares 23,100 Est. Cost $30.75 Unrealized -30.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $641 Shares 3,607 Est. Cost $143.89 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $609 Shares 8,391 Est. Cost $64.19 Unrealized +3.5%
CREE INC COM 0.0%
Value ($000) $602 Shares 10,170 Est. Cost $28.75 Unrealized
ISHARES TR 0.0%
Value ($000) $594 Shares 10,386 Est. Cost $61.40 Unrealized
MTD METTLER-TOLEDO INTERN. 0.0%
Value ($000) $592 Shares 735 Est. Cost $743.93 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $591 Shares 10,050 Est. Cost $63.23 Unrealized -24.5%
ISHARES INC 0.0%
Value ($000) $586 Shares 24,215 Est. Cost $30.35 Unrealized
IWN IS - RUSSELL 2000 VALUE (SMALL-CAP) 0.0%
Value ($000) $575 Shares 5,896 Est. Cost $119.92 Unrealized
CHANGE HEALTHCARE INC 0.0%
Value ($000) $569 Shares 50,801 Est. Cost $10.00 Unrealized
TOTL SPDR - DOUBLELINE TOTAL RETURN 0.0%
Value ($000) $560 Shares 11,294 Est. Cost $48.38 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $551 Shares 12,112 Est. Cost $44.20 Unrealized -10.7%
FMX FEMSA INTERNATIONAL 0.0%
Value ($000) $548 Shares 8,835 Est. Cost $92.30 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $546 Shares 3,226 Est. Cost $146.00 Unrealized -3.1%
PPG PPG INDS INC 0.0%
Value ($000) $539 Shares 5,080 Est. Cost $92.07 Unrealized -6.2%
PHO IV - WATER RESOURCES 0.0%
Value ($000) $538 Shares 14,811 Est. Cost $33.97 Unrealized
GVI IS - INTERMEDIATE GOVERNMENT/CREDIT 0.0%
Value ($000) $500 Shares 4,245 Est. Cost $117.79 Unrealized
VBR VG - U.S. SMALL-CAP VALUE 0.0%
Value ($000) $495 Shares 4,624 Est. Cost $128.74 Unrealized
GLD SPDR - GOLD TRUST 0.0%
Value ($000) $488 Shares 2,915 Est. Cost $122.08 Unrealized
ALPHABET INC - CL C 0.0%
Value ($000) $480 Shares 10 Est. Cost Unrealized
BMY BRISTOL MYERS SQUIB 0.0%
Value ($000) $472 Shares 391 Est. Cost $37.28 Unrealized +28.6%
VXUS VG - TOTAL INTL STOCK INDEX 0.0%
Value ($000) $471 Shares 9,585 Est. Cost $48.93 Unrealized
INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $457 Shares 4,489 Est. Cost $108.04 Unrealized
VARIAN MEDICAL SYSTEMS, INC. 0.0%
Value ($000) $448 Shares 3,649 Est. Cost $122.77 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $446 Shares 3,634 Est. Cost $78.06 Unrealized +27.3%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $445 Shares 1,437 Est. Cost $258.44 Unrealized
EZA ISHARES INC 0.0%
Value ($000) $436 Shares 12,378 Est. Cost $47.19 Unrealized
KANSAS CITY SOUTHN IND COM NEW 0.0%
Value ($000) $428 Shares 2,867 Est. Cost $132.89 Unrealized
LINDE PLC 0.0%
Value ($000) $420 Shares 1,981 Est. Cost $173.14 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $403 Shares 7,375 Est. Cost $54.12 Unrealized -16.5%
IXN IS - S&P GLOBAL TECHNOLOGY 0.0%
Value ($000) $399 Shares 1,695 Est. Cost $171.28 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $382 Shares 324 Est. Cost $53.94 Unrealized -2.5%
AGCO AGCO CORP 0.0%
Value ($000) $374 Shares 6,745 Est. Cost $51.76 Unrealized -15.8%
QURATE RETAIL INC 0.0%
Value ($000) $367 Shares 38,606 Est. Cost $8.81 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $347 Shares 4,075 Est. Cost $60.38 Unrealized +41.9%
IWD IS - RUSSELL 1000 VALUE (LARGE-CAP) 0.0%
Value ($000) $345 Shares 3,065 Est. Cost $123.60 Unrealized
VOE VG - U.S. MID-CAP VALUE 0.0%
Value ($000) $341 Shares 3,564 Est. Cost $107.93 Unrealized
IXJ IS - S&P GLOBAL HEALTHCARE 0.0%
Value ($000) $336 Shares 4,882 Est. Cost $61.06 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $335 Shares 149 Est. Cost $76.58 Unrealized +4.1%
PETS PETMED EXPRESS INC COMMON STK 0.0%
Value ($000) $324 Shares 9,090 Est. Cost $28.13 Unrealized +23.4%
LRLCY L OREAL CO ADR 0.0%
Value ($000) $324 Shares 5,000 Est. Cost $64.80 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $321 Shares 6,400 Est. Cost $50.16 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $319 Shares 7,985 Est. Cost $40.95 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $319 Shares 5,150 Est. Cost $50.28 Unrealized 0.0%
INVESCO QQQ TR 0.0%
Value ($000) $317 Shares 1,281 Est. Cost $183.63 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $308 Shares 1,715 Est. Cost $61.81 Unrealized +18.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $299 Shares 786 Est. Cost $8.06 Unrealized 0.0%
VTC VG - U.S. TOTAL CORP BONDS 0.0%
Value ($000) $296 Shares 3,222 Est. Cost $83.62 Unrealized
ABBVIE INC 0.0%
Value ($000) $294 Shares 175 Est. Cost Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $291 Shares 5,104 Est. Cost $42.82 Unrealized +14.6%
ADBE ADOBE INC 0.0%
Value ($000) $283 Shares 649 Est. Cost $370.53 Unrealized 0.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $283 Shares 7,570 Est. Cost $38.36 Unrealized -29.2%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $280 Shares 6,146 Est. Cost $44.86 Unrealized 0.0%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $280 Shares 1,978 Est. Cost $137.92 Unrealized -1.7%
TESLA INC 0.0%
Value ($000) $274 Shares 254 Est. Cost $1078.74 Unrealized
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $266 Shares 3,089 Est. Cost $73.91 Unrealized +5.1%
PNC PNC BANK CORPORATION 0.0%
Value ($000) $262 Shares 124 Est. Cost $98.57 Unrealized -12.8%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $260 Shares 4,077 Est. Cost $52.30 Unrealized +10.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $257 Shares 1,795 Est. Cost $138.24 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $253 Shares 1,678 Est. Cost $128.72 Unrealized
MO ALTRIA GROUP 0.0%
Value ($000) $253 Shares 6,445 Est. Cost $24.96 Unrealized 0.0%
VNQ VG - REAL ESTATE ETF 0.0%
Value ($000) $248 Shares 3,157 Est. Cost $78.56 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $247 Shares 263 Est. Cost $74.99 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $245 Shares 5,714 Est. Cost $16.59 Unrealized 0.0%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $241 Shares 3,350 Est. Cost $49.98 Unrealized +25.3%
DEL TACO RESTAURANTS INC NEW 0.0%
Value ($000) $239 Shares 40,352 Est. Cost $3.42 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $236 Shares 1,838 Est. Cost $111.91 Unrealized 0.0%
BDX BECTON, DICKINSON & CO 0.0%
Value ($000) $235 Shares 62 Est. Cost $223.46 Unrealized -1.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $230 Shares 634 Est. Cost $330.32 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $229 Shares 7,184 Est. Cost $28.70 Unrealized -19.6%
ISHARES TR 0.0%
Value ($000) $223 Shares 8,280 Est. Cost $26.93 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $222 Shares 22,930 Est. Cost $17.39 Unrealized -47.8%
YORW YORK WTR CO 0.0%
Value ($000) $221 Shares 4,600 Est. Cost $33.09 Unrealized +16.4%
DLS WT - INTERN SMALL-CAP DIVIDEND 0.0%
Value ($000) $215 Shares 3,860 Est. Cost $65.79 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $211 Shares 1,209 Est. Cost $142.90 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $210 Shares 2,867 Est. Cost $62.36 Unrealized 0.0%
DEEP DEEP VALUE ETF 0.0%
Value ($000) $210 Shares 9,635 Est. Cost $21.80 Unrealized
ISHARES TR 0.0%
Value ($000) $206 Shares 7,540 Est. Cost $27.32 Unrealized
JP MORGAN SECURITIES 0.0%
Value ($000) $206 Shares 119 Est. Cost Unrealized
CSD IV - S&P SPIN-OFF 0.0%
Value ($000) $203 Shares 5,390 Est. Cost $50.31 Unrealized
USB U S BANCORP 0.0%
Value ($000) $203 Shares 5,495 Est. Cost $27.85 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $199 Shares 10,952 Est. Cost $18.17 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $169 Shares 191 Est. Cost Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $155 Shares 10,750 Est. Cost $7.90 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $118 Shares 17,247 Est. Cost $17.08 Unrealized
OXY OCCIDENTAL PETRO. 0.0%
Value ($000) $118 Shares 340 Est. Cost Unrealized
SPARK NETWORKS SE 0.0%
Value ($000) $57 Shares 17,265 Est. Cost $11239.75 Unrealized
INVESCO QQQ TR 0.0%
Value ($000) $12 Shares 7 Est. Cost $183.63 Unrealized