Alpha Omega Wealth Management LLC Diversified Active

CIK: 0001665633 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 5, 2021

Total Value ($000): $590,655 (100.0% shares, 0.0% debt)

Holdings (213)

ODFL OLD DOMINION FREIGHT LINE IN 26.3%
Value ($000) $155,053 Shares 794,409 Est. Cost $56.51 Unrealized +71.8%
JPST J P MORGAN EXCHANGE-TRADED F 4.4%
Value ($000) $25,973 Shares 511,381 Est. Cost $50.37 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $16,637 Shares 74,802 Est. Cost $71.49 Unrealized +188.2%
AAPL APPLE INC 2.8%
Value ($000) $16,383 Shares 123,465 Est. Cost $86.34 Unrealized +35.5%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $9,422 Shares 59,867 Est. Cost $94.30 Unrealized +35.2%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $8,735 Shares 103,432 Est. Cost $70.53 Unrealized -7.8%
DIS DISNEY WALT CO 1.4%
Value ($000) $8,377 Shares 46,237 Est. Cost $114.52 Unrealized +22.5%
CSCO CISCO SYS INC 1.3%
Value ($000) $7,968 Shares 178,049 Est. Cost $34.45 Unrealized +2.4%
ABBV ABBVIE INC 1.2%
Value ($000) $7,042 Shares 65,723 Est. Cost $69.29 Unrealized +13.9%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $6,803 Shares 115,794 Est. Cost $38.77 Unrealized +13.4%
TFC TRUIST FINL CORP 1.1%
Value ($000) $6,480 Shares 135,190 Est. Cost $36.59 Unrealized -2.5%
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $6,399 Shares 109,440 Est. Cost $39.75 Unrealized +26.1%
CVS CVS HEALTH CORP 1.0%
Value ($000) $6,178 Shares 90,458 Est. Cost $56.58 Unrealized -2.4%
MPC MARATHON PETE CORP 0.9%
Value ($000) $5,552 Shares 134,227 Est. Cost $40.31 Unrealized -22.4%
T AT&T INC 0.9%
Value ($000) $5,417 Shares 188,364 Est. Cost $14.66 Unrealized +4.9%
COF CAPITAL ONE FINL CORP 0.9%
Value ($000) $5,401 Shares 54,635 Est. Cost $79.92 Unrealized -2.8%
ETN EATON CORP PLC 0.9%
Value ($000) $5,092 Shares 42,381 Est. Cost $50.64 Unrealized +105.1%
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $5,085 Shares 55,539 Est. Cost $53.40 Unrealized +41.7%
LOGI LOGITECH INTL S A 0.9%
Value ($000) $5,052 Shares 51,977 Est. Cost $14.33 Unrealized +457.1%
INTC INTEL CORP 0.8%
Value ($000) $4,833 Shares 97,004 Est. Cost $29.40 Unrealized +49.7%
PFE PFIZER INC 0.8%
Value ($000) $4,827 Shares 131,121 Est. Cost $22.32 Unrealized +28.3%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $4,774 Shares 37,572 Est. Cost $95.09 Unrealized +3.2%
ENB ENBRIDGE INC 0.8%
Value ($000) $4,765 Shares 148,938 Est. Cost $22.94 Unrealized -5.4%
NSC NORFOLK SOUTHN CORP 0.8%
Value ($000) $4,739 Shares 19,944 Est. Cost $110.88 Unrealized +84.6%
SCHB SCHWAB STRATEGIC TR 0.8%
Value ($000) $4,704 Shares 51,699 Est. Cost $54.22 Unrealized
DHR DANAHER CORPORATION 0.8%
Value ($000) $4,683 Shares 21,082 Est. Cost $121.59 Unrealized +61.2%
SPIRIT RLTY CAP INC NEW 0.8%
Value ($000) $4,637 Shares 115,442 Est. Cost $45.89 Unrealized
GNTX GENTEX CORP 0.8%
Value ($000) $4,633 Shares 136,554 Est. Cost $23.01 Unrealized +34.0%
SCHD SCHWAB STRATEGIC TR 0.8%
Value ($000) $4,600 Shares 71,719 Est. Cost $46.91 Unrealized
TSN TYSON FOODS INC 0.8%
Value ($000) $4,504 Shares 69,902 Est. Cost $52.41 Unrealized +1.6%
KMX CARMAX INC 0.7%
Value ($000) $4,373 Shares 46,296 Est. Cost $84.90 Unrealized +10.5%
JCI JOHNSON CTLS INTL PLC 0.7%
Value ($000) $4,190 Shares 89,925 Est. Cost $32.35 Unrealized +24.2%
MCD MCDONALDS CORP 0.7%
Value ($000) $4,140 Shares 19,295 Est. Cost $90.83 Unrealized +112.8%
WESTROCK CO 0.7%
Value ($000) $4,079 Shares 93,705 Est. Cost $40.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $4,074 Shares 32,364 Est. Cost $100.00 Unrealized -6.6%
MKL MARKEL CORP 0.7%
Value ($000) $3,932 Shares 3,805 Est. Cost $1106.53 Unrealized -9.9%
AEP AMERICAN ELEC PWR CO INC 0.7%
Value ($000) $3,882 Shares 46,617 Est. Cost $60.70 Unrealized +18.6%
GLW CORNING INC 0.6%
Value ($000) $3,819 Shares 106,080 Est. Cost $17.93 Unrealized +72.2%
RHI ROBERT HALF INTL INC 0.6%
Value ($000) $3,743 Shares 59,909 Est. Cost $42.32 Unrealized +41.0%
BROOKFIELD ASSET MGMT INC 0.6%
Value ($000) $3,739 Shares 90,599 Est. Cost $48.56 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $3,658 Shares 7,314 Est. Cost $280.16 Unrealized +72.4%
LNT ALLIANT ENERGY CORP 0.6%
Value ($000) $3,648 Shares 70,792 Est. Cost $26.22 Unrealized +73.9%
PSX PHILLIPS 66 0.6%
Value ($000) $3,611 Shares 51,635 Est. Cost $57.12 Unrealized -16.0%
MRK MERCK & CO. INC 0.6%
Value ($000) $3,503 Shares 42,830 Est. Cost $61.48 Unrealized +5.5%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $3,355 Shares 12,844 Est. Cost $114.48 Unrealized +94.8%
FHI FEDERATED HERMES INC 0.6%
Value ($000) $3,295 Shares 114,069 Est. Cost $24.50 Unrealized -12.7%
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,282 Shares 48,139 Est. Cost $48.08 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $3,244 Shares 43,140 Est. Cost $54.44 Unrealized +16.5%
PEP PEPSICO INC 0.5%
Value ($000) $3,134 Shares 21,135 Est. Cost $102.32 Unrealized +18.5%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $3,133 Shares 16,094 Est. Cost $115.30 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.5%
Value ($000) $3,059 Shares 67,702 Est. Cost $47.53 Unrealized -24.5%
AON AON PLC 0.5%
Value ($000) $3,030 Shares 14,341 Est. Cost $178.56 Unrealized +10.1%
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $3,029 Shares 84,118 Est. Cost $31.13 Unrealized
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $2,996 Shares 13,675 Est. Cost $162.70 Unrealized +11.1%
ABT ABBOTT LABS 0.5%
Value ($000) $2,938 Shares 26,836 Est. Cost $50.50 Unrealized +96.5%
V VISA INC 0.5%
Value ($000) $2,932 Shares 13,405 Est. Cost $170.02 Unrealized +16.0%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2,843 Shares 7,966 Est. Cost $229.54 Unrealized +40.9%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $2,784 Shares 12,403 Est. Cost $182.92 Unrealized +9.2%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,781 Shares 44,826 Est. Cost $37.79 Unrealized +32.4%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,680 Shares 823 Est. Cost $90.96 Unrealized +75.4%
NVR NVR INC 0.4%
Value ($000) $2,636 Shares 646 Est. Cost $2571.42 Unrealized +61.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,563 Shares 11,054 Est. Cost $186.55 Unrealized +18.0%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,559 Shares 43,919 Est. Cost $53.21 Unrealized -7.2%
QCOM QUALCOMM INC 0.4%
Value ($000) $2,484 Shares 16,305 Est. Cost $56.24 Unrealized +121.8%
HD HOME DEPOT INC 0.4%
Value ($000) $2,474 Shares 9,314 Est. Cost $166.46 Unrealized +45.7%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,432 Shares 17,481 Est. Cost $83.68 Unrealized +47.2%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,395 Shares 18,782 Est. Cost $111.81 Unrealized
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,353 Shares 26,434 Est. Cost $65.32 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $2,298 Shares 3,127 Est. Cost $160.93 Unrealized +40.9%
GOOGL ALPHABET INC 0.4%
Value ($000) $2,261 Shares 1,290 Est. Cost $58.99 Unrealized +41.5%
VTRS VIATRIS INC 0.4%
Value ($000) $2,253 Shares 120,211 Est. Cost $13.33 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $2,213 Shares 161,878 Est. Cost $9.94 Unrealized 0.0%
LOW LOWES COS INC 0.4%
Value ($000) $2,168 Shares 13,510 Est. Cost $87.01 Unrealized +70.1%
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,160 Shares 34,799 Est. Cost $58.99 Unrealized
NKE NIKE INC 0.4%
Value ($000) $2,142 Shares 15,138 Est. Cost $68.01 Unrealized +81.2%
IEMG ISHARES INC 0.4%
Value ($000) $2,141 Shares 34,517 Est. Cost $50.39 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $2,003 Shares 8,004 Est. Cost $208.59 Unrealized +2.9%
LBRDK LIBERTY BROADBAND CORP 0.3%
Value ($000) $1,990 Shares 12,563 Est. Cost $97.84 Unrealized +45.6%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,965 Shares 21,606 Est. Cost $60.19 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.3%
Value ($000) $1,817 Shares 6,400 Est. Cost $236.60 Unrealized +9.0%
GOOG ALPHABET INC 0.3%
Value ($000) $1,804 Shares 1,030 Est. Cost $58.92 Unrealized +42.1%
NEXTERA ENERGY INC 0.3%
Value ($000) $1,783 Shares 35,075 Est. Cost $46.67 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $1,562 Shares 13,131 Est. Cost $110.72 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,535 Shares 6,554 Est. Cost $48.13 Unrealized +329.5%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,522 Shares 9,038 Est. Cost $82.99 Unrealized +65.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,501 Shares 28,636 Est. Cost $36.41 Unrealized +14.4%
UNP UNION PAC CORP 0.3%
Value ($000) $1,480 Shares 7,107 Est. Cost $145.87 Unrealized +22.1%
AVGO BROADCOM INC 0.2%
Value ($000) $1,468 Shares 3,353 Est. Cost $24.05 Unrealized +44.8%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,435 Shares 6,747 Est. Cost $137.78 Unrealized +18.8%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,398 Shares 45,622 Est. Cost $21.91 Unrealized
SJM SMUCKER J M CO 0.2%
Value ($000) $1,312 Shares 11,351 Est. Cost $90.47 Unrealized +8.5%
WPC WP CAREY INC 0.2%
Value ($000) $1,268 Shares 17,968 Est. Cost $84.28 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $1,242 Shares 17,366 Est. Cost $54.61 Unrealized +7.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,212 Shares 11,029 Est. Cost $89.63 Unrealized -3.3%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,127 Shares 4,450 Est. Cost $111.50 Unrealized
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $1,093 Shares 32,607 Est. Cost $20.73 Unrealized +18.1%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,081 Shares 3,957 Est. Cost $192.57 Unrealized +28.6%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,048 Shares 13,045 Est. Cost $53.78 Unrealized +24.3%
WSO WATSCO INC 0.2%
Value ($000) $1,031 Shares 4,550 Est. Cost $161.82 Unrealized +42.0%
DLS WISDOMTREE TR 0.2%
Value ($000) $1,030 Shares 15,128 Est. Cost $63.18 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $989 Shares 10,396 Est. Cost $46.57 Unrealized +84.0%
AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $967 Shares 19,100 Est. Cost $50.63 Unrealized
CME CME GROUP INC 0.2%
Value ($000) $934 Shares 5,133 Est. Cost $163.12 Unrealized -15.1%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $914 Shares 30,170 Est. Cost $19.75 Unrealized +19.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $910 Shares 7,766 Est. Cost $80.99 Unrealized +17.4%
STIP ISHARES TR 0.2%
Value ($000) $908 Shares 8,696 Est. Cost $102.38 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $890 Shares 9,679 Est. Cost $88.61 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $850 Shares 9,692 Est. Cost $75.36 Unrealized
VFC V F CORP 0.1%
Value ($000) $839 Shares 9,821 Est. Cost $85.46 Unrealized -6.5%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $831 Shares 10,019 Est. Cost $81.22 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $826 Shares 12,774 Est. Cost $49.50 Unrealized +12.1%
KO COCA COLA CO 0.1%
Value ($000) $801 Shares 14,615 Est. Cost $39.65 Unrealized +11.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $800 Shares 4,875 Est. Cost $71.99 Unrealized +87.0%
VMC VULCAN MATLS CO 0.1%
Value ($000) $789 Shares 5,321 Est. Cost $130.58 Unrealized +4.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $789 Shares 19,240 Est. Cost $29.02 Unrealized -8.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $781 Shares 15,589 Est. Cost $36.24 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $780 Shares 19,945 Est. Cost $31.32 Unrealized -15.2%
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $777 Shares 15,224 Est. Cost $50.65 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $767 Shares 10,330 Est. Cost $42.33 Unrealized +41.8%
J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $762 Shares 27,364 Est. Cost $27.95 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $757 Shares 15,495 Est. Cost $11.56 Unrealized +79.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $724 Shares 1,937 Est. Cost $241.10 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $690 Shares 4,853 Est. Cost $122.85 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $679 Shares 11,018 Est. Cost $53.14 Unrealized -20.3%
PFF ISHARES TR 0.1%
Value ($000) $676 Shares 17,553 Est. Cost $32.37 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $670 Shares 400 Est. Cost $749.93 Unrealized +88.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $649 Shares 11,123 Est. Cost $45.31 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $633 Shares 7,340 Est. Cost $33.48 Unrealized +111.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $603 Shares 14,618 Est. Cost $54.97 Unrealized -44.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $578 Shares 6,981 Est. Cost $56.09 Unrealized +7.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $560 Shares 7,260 Est. Cost $59.91 Unrealized +9.6%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $548 Shares 4,269 Est. Cost $88.14 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $544 Shares 3,657 Est. Cost $160.32 Unrealized -18.5%
KLAC KLA CORP 0.1%
Value ($000) $539 Shares 2,080 Est. Cost $65.71 Unrealized +235.5%
MMM 3M CO 0.1%
Value ($000) $533 Shares 3,051 Est. Cost $110.06 Unrealized +6.8%
SCZ ISHARES TR 0.1%
Value ($000) $528 Shares 7,723 Est. Cost $52.44 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $527 Shares 10,202 Est. Cost $37.35 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $514 Shares 3,866 Est. Cost $111.53 Unrealized +9.6%
EFA ISHARES TR 0.1%
Value ($000) $508 Shares 6,961 Est. Cost $61.27 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $503 Shares 8,598 Est. Cost $58.50 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $498 Shares 2,167 Est. Cost $144.52 Unrealized +35.8%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $495 Shares 13,148 Est. Cost $30.24 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $480 Shares 1,573 Est. Cost $155.53 Unrealized +69.4%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $480 Shares 2,913 Est. Cost $96.92 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $476 Shares 2,821 Est. Cost $81.41 Unrealized +73.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $469 Shares 2,258 Est. Cost $124.77 Unrealized +40.1%
IEFA ISHARES TR 0.1%
Value ($000) $461 Shares 6,675 Est. Cost $62.23 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $460 Shares 5,524 Est. Cost $81.70 Unrealized
STEEL PARTNERS HLDGS L P 0.1%
Value ($000) $434 Shares 40,330 Est. Cost $7.20 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $425 Shares 11,190 Est. Cost $41.05 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $421 Shares 7,637 Est. Cost $53.58 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $411 Shares 9,745 Est. Cost $17.56 Unrealized +40.2%
ZTS ZOETIS INC 0.1%
Value ($000) $410 Shares 2,480 Est. Cost $114.57 Unrealized +35.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $409 Shares 3,821 Est. Cost $71.19 Unrealized +19.6%
INTU INTUIT 0.1%
Value ($000) $408 Shares 1,075 Est. Cost $263.91 Unrealized +28.9%
XILINX INC 0.1%
Value ($000) $404 Shares 2,850 Est. Cost $47.02 Unrealized
PSEC PROSPECT CAP CORP 0.1%
Value ($000) $389 Shares 71,910 Est. Cost $2.23 Unrealized +25.0%
SKT TANGER FACTORY OUTLET CTRS I 0.1%
Value ($000) $384 Shares 38,520 Est. Cost $8.45 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $378 Shares 2,439 Est. Cost $61.60 Unrealized +115.5%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $373 Shares 1,831 Est. Cost $126.08 Unrealized +43.6%
FTV FORTIVE CORP 0.1%
Value ($000) $371 Shares 5,237 Est. Cost $44.87 Unrealized +12.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $370 Shares 2,619 Est. Cost $85.49 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $370 Shares 3,975 Est. Cost $43.92 Unrealized +75.2%
FLOT ISHARES TR 0.1%
Value ($000) $355 Shares 6,990 Est. Cost $50.88 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $350 Shares 4,770 Est. Cost $69.93 Unrealized -9.7%
FDX FEDEX CORP 0.1%
Value ($000) $348 Shares 1,341 Est. Cost $113.18 Unrealized +121.9%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $347 Shares 6,197 Est. Cost $55.99 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $335 Shares 2,106 Est. Cost $106.18 Unrealized +20.4%
BLACK KNIGHT INC 0.1%
Value ($000) $320 Shares 3,624 Est. Cost $56.57 Unrealized
CSX CSX CORP 0.1%
Value ($000) $317 Shares 3,498 Est. Cost $23.94 Unrealized +12.0%
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $304 Shares 10,748 Est. Cost $24.26 Unrealized
IVZ INVESCO LTD 0.1%
Value ($000) $304 Shares 17,468 Est. Cost $12.66 Unrealized -1.7%
TJX TJX COS INC NEW 0.1%
Value ($000) $301 Shares 4,409 Est. Cost $45.91 Unrealized +23.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $291 Shares 829 Est. Cost $202.84 Unrealized +51.9%
ELV ANTHEM INC 0.0%
Value ($000) $289 Shares 901 Est. Cost $247.50 Unrealized +15.6%
IWR ISHARES TR 0.0%
Value ($000) $282 Shares 4,114 Est. Cost $53.72 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $271 Shares 8,066 Est. Cost $58.75 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $268 Shares 4,370 Est. Cost $32.23 Unrealized +53.7%
TIP ISHARES TR 0.0%
Value ($000) $262 Shares 2,053 Est. Cost $113.22 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $261 Shares 3,060 Est. Cost $57.65 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $259 Shares 1,209 Est. Cost $153.71 Unrealized +25.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $258 Shares 7,436 Est. Cost $23.13 Unrealized +10.5%
DOW DOW INC 0.0%
Value ($000) $257 Shares 4,631 Est. Cost $33.48 Unrealized +16.6%
TGT TARGET CORP 0.0%
Value ($000) $253 Shares 1,435 Est. Cost $118.66 Unrealized +22.1%
WMT WALMART INC 0.0%
Value ($000) $247 Shares 1,711 Est. Cost $25.76 Unrealized +75.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $245 Shares 14,490 Est. Cost $9.94 Unrealized -3.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $244 Shares 2,859 Est. Cost $62.55 Unrealized +17.4%
SYK STRYKER CORPORATION 0.0%
Value ($000) $243 Shares 990 Est. Cost $104.67 Unrealized +105.0%
PPG PPG INDS INC 0.0%
Value ($000) $242 Shares 1,680 Est. Cost $105.30 Unrealized +19.6%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $240 Shares 2,218 Est. Cost $83.41 Unrealized +20.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $238 Shares 5,915 Est. Cost $52.99 Unrealized -33.2%
DVY ISHARES TR 0.0%
Value ($000) $236 Shares 2,457 Est. Cost $80.66 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $235 Shares 1,200 Est. Cost $195.83 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $228 Shares 2,240 Est. Cost $40.13 Unrealized +15.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $228 Shares 1,296 Est. Cost $147.45 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $225 Shares 4,535 Est. Cost $35.85 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $222 Shares 5,332 Est. Cost $37.51 Unrealized 0.0%
HRB BLOCK H & R INC 0.0%
Value ($000) $219 Shares 13,790 Est. Cost $15.41 Unrealized -6.1%
IJK ISHARES TR 0.0%
Value ($000) $218 Shares 3,020 Est. Cost $72.19 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $218 Shares 1,883 Est. Cost $115.77 Unrealized
CHCO CITY HLDG CO 0.0%
Value ($000) $217 Shares 3,114 Est. Cost $55.59 Unrealized 0.0%
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $213 Shares 10,621 Est. Cost $14.83 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $206 Shares 2,162 Est. Cost $48.90 Unrealized +73.2%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $205 Shares 4,787 Est. Cost $42.82 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $203 Shares 4,799 Est. Cost $42.30 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $201 Shares 4,095 Est. Cost $38.61 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $200 Shares 6,300 Est. Cost $30.80 Unrealized -5.6%
GENERAL ELECTRIC CO 0.0%
Value ($000) $179 Shares 16,604 Est. Cost $28.00 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $159 Shares 12,283 Est. Cost $17.15 Unrealized
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $143 Shares 11,800 Est. Cost $14.44 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $116 Shares 13,691 Est. Cost $8.35 Unrealized
STEEL CONNECT INC 0.0%
Value ($000) $95 Shares 121,000 Est. Cost $0.79 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $22 Shares 37,000 Est. Cost $56.51 Unrealized +71.8%