Alpha Omega Wealth Management LLC Diversified Active

CIK: 0001665633 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 29, 2021

Total Value ($000): $571,747 (100.0% shares, 0.0% debt)

Holdings (219)

ODFL OLD DOMINION FREIGHT LINE IN 13.9%
Value ($000) $79,592 Shares 331,067 Est. Cost $56.51 Unrealized +85.5%
JPST J P MORGAN EXCHANGE-TRADED F 5.5%
Value ($000) $31,273 Shares 616,166 Est. Cost $50.43 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $17,570 Shares 74,521 Est. Cost $71.49 Unrealized +211.8%
AAPL APPLE INC 2.6%
Value ($000) $14,676 Shares 120,149 Est. Cost $86.34 Unrealized +44.8%
CVX CHEVRON CORP NEW 1.9%
Value ($000) $10,792 Shares 102,983 Est. Cost $70.53 Unrealized +12.8%
CSCO CISCO SYS INC 1.8%
Value ($000) $10,125 Shares 195,803 Est. Cost $35.01 Unrealized +16.0%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $9,887 Shares 170,031 Est. Cost $39.88 Unrealized +5.9%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $9,871 Shares 60,063 Est. Cost $94.30 Unrealized +49.3%
ABBV ABBVIE INC 1.6%
Value ($000) $9,203 Shares 85,044 Est. Cost $73.75 Unrealized +20.6%
DIS DISNEY WALT CO 1.5%
Value ($000) $8,366 Shares 45,341 Est. Cost $114.52 Unrealized +57.3%
TFC TRUIST FINL CORP 1.4%
Value ($000) $8,226 Shares 141,045 Est. Cost $36.88 Unrealized +18.1%
MPC MARATHON PETE CORP 1.2%
Value ($000) $7,056 Shares 131,917 Est. Cost $40.31 Unrealized +10.6%
CVS CVS HEALTH CORP 1.2%
Value ($000) $7,023 Shares 93,359 Est. Cost $56.76 Unrealized +9.7%
COF CAPITAL ONE FINL CORP 1.2%
Value ($000) $6,769 Shares 53,203 Est. Cost $79.92 Unrealized +35.0%
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $6,521 Shares 111,412 Est. Cost $39.93 Unrealized +24.7%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $6,010 Shares 24,718 Est. Cost $220.10 Unrealized +2.5%
T AT&T INC 1.0%
Value ($000) $5,958 Shares 196,831 Est. Cost $14.73 Unrealized +9.6%
KMX CARMAX INC 1.0%
Value ($000) $5,788 Shares 43,631 Est. Cost $84.90 Unrealized +43.4%
INTC INTEL CORP 1.0%
Value ($000) $5,741 Shares 89,710 Est. Cost $29.40 Unrealized +84.0%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $5,663 Shares 37,200 Est. Cost $95.09 Unrealized +33.8%
ENB ENBRIDGE INC 1.0%
Value ($000) $5,652 Shares 155,287 Est. Cost $23.04 Unrealized +10.9%
ETN EATON CORP PLC 1.0%
Value ($000) $5,638 Shares 40,771 Est. Cost $50.64 Unrealized +134.9%
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $5,543 Shares 57,426 Est. Cost $54.12 Unrealized +39.4%
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $5,537 Shares 75,938 Est. Cost $48.35 Unrealized
TSN TYSON FOODS INC 1.0%
Value ($000) $5,438 Shares 73,195 Est. Cost $52.73 Unrealized +12.9%
JCI JOHNSON CTLS INTL PLC 0.9%
Value ($000) $5,279 Shares 88,466 Est. Cost $32.35 Unrealized +54.5%
NSC NORFOLK SOUTHN CORP 0.9%
Value ($000) $5,219 Shares 19,438 Est. Cost $110.88 Unrealized +106.4%
PFE PFIZER INC 0.9%
Value ($000) $5,052 Shares 139,451 Est. Cost $22.66 Unrealized +23.7%
SPIRIT RLTY CAP INC NEW 0.9%
Value ($000) $5,031 Shares 118,367 Est. Cost $45.81 Unrealized
SCHB SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,895 Shares 50,610 Est. Cost $54.22 Unrealized
GNTX GENTEX CORP 0.8%
Value ($000) $4,755 Shares 133,313 Est. Cost $23.01 Unrealized +54.4%
WESTROCK CO 0.8%
Value ($000) $4,751 Shares 91,271 Est. Cost $40.39 Unrealized
GLW CORNING INC 0.8%
Value ($000) $4,630 Shares 106,402 Est. Cost $17.93 Unrealized +87.4%
DHR DANAHER CORPORATION 0.8%
Value ($000) $4,616 Shares 20,509 Est. Cost $121.59 Unrealized +63.4%
AEP AMERICAN ELEC PWR CO INC 0.8%
Value ($000) $4,582 Shares 54,097 Est. Cost $61.64 Unrealized +9.5%
MCD MCDONALDS CORP 0.8%
Value ($000) $4,477 Shares 19,974 Est. Cost $94.24 Unrealized +102.9%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $4,468 Shares 33,528 Est. Cost $99.93 Unrealized -1.9%
MKL MARKEL CORP 0.8%
Value ($000) $4,328 Shares 3,798 Est. Cost $1106.53 Unrealized -2.5%
LOGI LOGITECH INTL S A 0.8%
Value ($000) $4,310 Shares 41,246 Est. Cost $14.33 Unrealized +578.8%
PSX PHILLIPS 66 0.7%
Value ($000) $4,244 Shares 52,043 Est. Cost $57.12 Unrealized +13.6%
LNT ALLIANT ENERGY CORP 0.7%
Value ($000) $4,130 Shares 76,258 Est. Cost $27.39 Unrealized +55.3%
TAP MOLSON COORS BEVERAGE CO 0.7%
Value ($000) $4,083 Shares 79,834 Est. Cost $46.73 Unrealized -9.5%
BROOKFIELD ASSET MGMT INC 0.7%
Value ($000) $3,838 Shares 86,247 Est. Cost $48.56 Unrealized
SCHP SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,802 Shares 62,171 Est. Cost $59.94 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,701 Shares 49,726 Est. Cost $48.92 Unrealized
FHI FEDERATED HERMES INC 0.6%
Value ($000) $3,595 Shares 114,856 Est. Cost $24.50 Unrealized -1.2%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $3,539 Shares 12,812 Est. Cost $114.48 Unrealized +110.8%
RHI ROBERT HALF INTL INC 0.6%
Value ($000) $3,532 Shares 45,243 Est. Cost $42.32 Unrealized +71.3%
D DOMINION ENERGY INC 0.6%
Value ($000) $3,518 Shares 46,310 Est. Cost $54.71 Unrealized +6.9%
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,394 Shares 90,211 Est. Cost $31.57 Unrealized
AON AON PLC 0.6%
Value ($000) $3,300 Shares 14,341 Est. Cost $178.56 Unrealized +19.0%
MRK MERCK & CO. INC 0.6%
Value ($000) $3,296 Shares 42,750 Est. Cost $61.48 Unrealized +2.6%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $3,276 Shares 15,849 Est. Cost $115.30 Unrealized
STZ CONSTELLATION BRANDS INC 0.6%
Value ($000) $3,225 Shares 14,143 Est. Cost $164.20 Unrealized +26.7%
ABT ABBOTT LABS 0.5%
Value ($000) $3,132 Shares 26,139 Est. Cost $50.50 Unrealized +115.1%
NVR NVR INC 0.5%
Value ($000) $3,015 Shares 640 Est. Cost $2571.42 Unrealized +74.5%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $2,995 Shares 46,335 Est. Cost $53.21 Unrealized +0.3%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $2,972 Shares 12,431 Est. Cost $182.92 Unrealized +5.1%
PEP PEPSICO INC 0.5%
Value ($000) $2,967 Shares 20,976 Est. Cost $102.32 Unrealized +15.2%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2,836 Shares 7,966 Est. Cost $229.54 Unrealized +47.9%
HD HOME DEPOT INC 0.5%
Value ($000) $2,811 Shares 9,209 Est. Cost $166.46 Unrealized +46.8%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,810 Shares 44,511 Est. Cost $37.79 Unrealized +35.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,800 Shares 10,961 Est. Cost $186.55 Unrealized +30.2%
BK BANK NEW YORK MELLON CORP 0.5%
Value ($000) $2,779 Shares 58,757 Est. Cost $38.28 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $2,768 Shares 166,261 Est. Cost $9.98 Unrealized +15.9%
V VISA INC 0.5%
Value ($000) $2,759 Shares 13,030 Est. Cost $170.02 Unrealized +19.5%
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,754 Shares 27,630 Est. Cost $66.81 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,668 Shares 18,836 Est. Cost $111.81 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $2,523 Shares 13,269 Est. Cost $87.01 Unrealized +80.4%
GOOGL ALPHABET INC 0.4%
Value ($000) $2,512 Shares 1,218 Est. Cost $58.99 Unrealized +66.1%
AMZN AMAZON COM INC 0.4%
Value ($000) $2,472 Shares 799 Est. Cost $90.96 Unrealized +74.3%
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $2,465 Shares 29,993 Est. Cost $81.86 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,362 Shares 17,443 Est. Cost $83.68 Unrealized +38.2%
VMWARE INC 0.4%
Value ($000) $2,197 Shares 14,606 Est. Cost $150.42 Unrealized
IEMG ISHARES INC 0.4%
Value ($000) $2,184 Shares 33,941 Est. Cost $50.39 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $2,161 Shares 2,928 Est. Cost $160.93 Unrealized +41.7%
QCOM QUALCOMM INC 0.4%
Value ($000) $2,151 Shares 16,225 Est. Cost $56.24 Unrealized +130.6%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $2,149 Shares 6,400 Est. Cost $236.60 Unrealized +30.9%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,120 Shares 22,074 Est. Cost $60.95 Unrealized
AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $2,026 Shares 41,464 Est. Cost $49.68 Unrealized
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $2,004 Shares 14,856 Est. Cost $113.53 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.3%
Value ($000) $1,886 Shares 12,563 Est. Cost $97.84 Unrealized +44.8%
GOOG ALPHABET INC 0.3%
Value ($000) $1,880 Shares 909 Est. Cost $58.92 Unrealized +67.1%
NKE NIKE INC 0.3%
Value ($000) $1,858 Shares 13,983 Est. Cost $68.01 Unrealized +90.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1,809 Shares 3,806 Est. Cost $280.16 Unrealized +66.8%
NEXTERA ENERGY INC 0.3%
Value ($000) $1,737 Shares 35,075 Est. Cost $46.67 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,641 Shares 6,757 Est. Cost $54.25 Unrealized +364.4%
UNP UNION PAC CORP 0.3%
Value ($000) $1,566 Shares 7,107 Est. Cost $145.87 Unrealized +28.9%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,541 Shares 28,471 Est. Cost $36.41 Unrealized +26.8%
AVGO BROADCOM INC 0.3%
Value ($000) $1,540 Shares 3,321 Est. Cost $24.05 Unrealized +73.2%
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,539 Shares 48,413 Est. Cost $22.48 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,501 Shares 8,827 Est. Cost $82.99 Unrealized +59.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,465 Shares 6,748 Est. Cost $137.78 Unrealized +28.2%
SJM SMUCKER J M CO 0.2%
Value ($000) $1,408 Shares 11,130 Est. Cost $90.47 Unrealized +11.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $1,338 Shares 17,319 Est. Cost $54.61 Unrealized +19.5%
WPC WP CAREY INC 0.2%
Value ($000) $1,274 Shares 18,003 Est. Cost $84.28 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $1,261 Shares 10,974 Est. Cost $89.63 Unrealized +9.0%
DLS WISDOMTREE TR 0.2%
Value ($000) $1,253 Shares 17,350 Est. Cost $64.34 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,165 Shares 12,915 Est. Cost $53.78 Unrealized +44.7%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,154 Shares 29,822 Est. Cost $19.75 Unrealized +55.1%
WSO WATSCO INC 0.2%
Value ($000) $1,142 Shares 4,379 Est. Cost $161.82 Unrealized +52.4%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,126 Shares 4,002 Est. Cost $193.11 Unrealized +24.4%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $1,120 Shares 10,396 Est. Cost $46.57 Unrealized +95.2%
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $1,118 Shares 31,397 Est. Cost $20.73 Unrealized +34.5%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,117 Shares 4,345 Est. Cost $111.50 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $1,039 Shares 9,574 Est. Cost $88.61 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $1,024 Shares 6,181 Est. Cost $132.05 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,021 Shares 18,926 Est. Cost $54.62 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $918 Shares 6,870 Est. Cost $33.48 Unrealized +215.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $910 Shares 7,707 Est. Cost $80.99 Unrealized +25.6%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $901 Shares 4,770 Est. Cost $71.99 Unrealized +110.2%
VMC VULCAN MATLS CO 0.2%
Value ($000) $898 Shares 5,321 Est. Cost $130.58 Unrealized +19.4%
HDV ISHARES TR 0.2%
Value ($000) $896 Shares 9,442 Est. Cost $75.36 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $878 Shares 8,306 Est. Cost $102.38 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $865 Shares 12,324 Est. Cost $49.50 Unrealized +22.4%
CME CME GROUP INC 0.1%
Value ($000) $847 Shares 4,148 Est. Cost $163.12 Unrealized +0.0%
STEEL PARTNERS HLDGS L P 0.1%
Value ($000) $845 Shares 61,470 Est. Cost $9.45 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $835 Shares 14,953 Est. Cost $54.71 Unrealized -20.8%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $825 Shares 14,440 Est. Cost $57.95 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $821 Shares 16,053 Est. Cost $29.02 Unrealized +4.8%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $800 Shares 19,680 Est. Cost $31.32 Unrealized -3.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $798 Shares 15,330 Est. Cost $36.24 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $797 Shares 15,616 Est. Cost $50.66 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $796 Shares 10,938 Est. Cost $53.14 Unrealized +5.7%
FAST FASTENAL CO 0.1%
Value ($000) $783 Shares 15,571 Est. Cost $11.56 Unrealized +84.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $771 Shares 1,945 Est. Cost $241.10 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $763 Shares 14,484 Est. Cost $39.65 Unrealized +9.4%
VFC V F CORP 0.1%
Value ($000) $738 Shares 9,235 Est. Cost $85.46 Unrealized -5.0%
IGSB ISHARES TR 0.1%
Value ($000) $735 Shares 13,446 Est. Cost $54.05 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $703 Shares 8,923 Est. Cost $42.33 Unrealized +60.8%
PFF ISHARES TR 0.1%
Value ($000) $687 Shares 17,901 Est. Cost $32.48 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $677 Shares 11,154 Est. Cost $45.31 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $664 Shares 3,657 Est. Cost $160.32 Unrealized -8.3%
KLAC KLA CORP 0.1%
Value ($000) $654 Shares 1,980 Est. Cost $65.71 Unrealized +335.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $623 Shares 7,016 Est. Cost $56.09 Unrealized +19.1%
J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $609 Shares 22,682 Est. Cost $27.95 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $586 Shares 4,519 Est. Cost $90.44 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $564 Shares 7,460 Est. Cost $60.15 Unrealized +14.4%
MMM 3M CO 0.1%
Value ($000) $558 Shares 2,896 Est. Cost $110.06 Unrealized +13.7%
SCZ ISHARES TR 0.1%
Value ($000) $555 Shares 7,723 Est. Cost $52.44 Unrealized
CSX CSX CORP 0.1%
Value ($000) $551 Shares 5,714 Est. Cost $25.74 Unrealized +11.0%
EEM ISHARES TR 0.1%
Value ($000) $544 Shares 10,202 Est. Cost $37.35 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $544 Shares 2,185 Est. Cost $144.52 Unrealized +41.6%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $534 Shares 13,549 Est. Cost $30.51 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $528 Shares 6,961 Est. Cost $61.27 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $527 Shares 2,821 Est. Cost $81.41 Unrealized +128.5%
SKT TANGER FACTORY OUTLET CTRS I 0.1%
Value ($000) $524 Shares 34,608 Est. Cost $8.45 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $521 Shares 5,545 Est. Cost $81.70 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $515 Shares 4,731 Est. Cost $111.61 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $515 Shares 2,913 Est. Cost $96.92 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $489 Shares 332 Est. Cost $749.93 Unrealized +126.3%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $460 Shares 11,190 Est. Cost $41.05 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $433 Shares 3,866 Est. Cost $111.53 Unrealized +8.0%
INTU INTUIT 0.1%
Value ($000) $412 Shares 1,075 Est. Cost $263.91 Unrealized +41.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $411 Shares 3,765 Est. Cost $71.19 Unrealized +32.1%
IEFA ISHARES TR 0.1%
Value ($000) $409 Shares 5,675 Est. Cost $62.23 Unrealized
VTRS VIATRIS INC 0.1%
Value ($000) $408 Shares 29,196 Est. Cost $13.33 Unrealized -0.1%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $404 Shares 4,770 Est. Cost $69.93 Unrealized +15.1%
EXC EXELON CORP 0.1%
Value ($000) $400 Shares 9,145 Est. Cost $17.56 Unrealized +43.8%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $399 Shares 2,258 Est. Cost $124.77 Unrealized +51.9%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $398 Shares 3,500 Est. Cost $60.45 Unrealized +32.3%
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $398 Shares 12,958 Est. Cost $25.36 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $398 Shares 2,220 Est. Cost $40.13 Unrealized +53.5%
ZTS ZOETIS INC 0.1%
Value ($000) $391 Shares 2,480 Est. Cost $114.57 Unrealized +32.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $390 Shares 3,975 Est. Cost $43.92 Unrealized +83.0%
FDX FEDEX CORP 0.1%
Value ($000) $390 Shares 1,374 Est. Cost $116.09 Unrealized +101.7%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $373 Shares 2,029 Est. Cost $61.60 Unrealized +155.3%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $367 Shares 1,656 Est. Cost $126.08 Unrealized +46.7%
FTV FORTIVE CORP 0.1%
Value ($000) $366 Shares 5,187 Est. Cost $44.87 Unrealized +12.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $360 Shares 2,450 Est. Cost $85.49 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $355 Shares 6,990 Est. Cost $50.88 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $354 Shares 2,059 Est. Cost $106.18 Unrealized +19.9%
XILINX INC 0.1%
Value ($000) $353 Shares 2,850 Est. Cost $47.02 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $323 Shares 901 Est. Cost $247.50 Unrealized +21.5%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $317 Shares 7,933 Est. Cost $23.48 Unrealized +21.9%
IVZ INVESCO LTD 0.1%
Value ($000) $316 Shares 12,512 Est. Cost $12.66 Unrealized +44.4%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $314 Shares 845 Est. Cost $205.05 Unrealized +55.9%
HRB BLOCK H & R INC 0.1%
Value ($000) $313 Shares 14,380 Est. Cost $15.44 Unrealized +4.0%
BA BOEING CO 0.1%
Value ($000) $308 Shares 1,209 Est. Cost $153.71 Unrealized +44.6%
GM GENERAL MTRS CO 0.1%
Value ($000) $306 Shares 5,332 Est. Cost $37.51 Unrealized +36.6%
IWR ISHARES TR 0.1%
Value ($000) $299 Shares 4,045 Est. Cost $53.72 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $297 Shares 4,485 Est. Cost $46.19 Unrealized +34.8%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $292 Shares 7,916 Est. Cost $58.75 Unrealized
DOW DOW INC 0.1%
Value ($000) $288 Shares 4,506 Est. Cost $33.48 Unrealized +36.8%
TGT TARGET CORP 0.1%
Value ($000) $286 Shares 1,445 Est. Cost $118.66 Unrealized +37.5%
ADSK AUTODESK INC 0.0%
Value ($000) $283 Shares 1,022 Est. Cost $155.53 Unrealized +85.4%
SO SOUTHERN CO 0.0%
Value ($000) $272 Shares 4,370 Est. Cost $32.23 Unrealized +54.6%
BLACK KNIGHT INC 0.0%
Value ($000) $268 Shares 3,624 Est. Cost $56.57 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $265 Shares 1,200 Est. Cost $195.83 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $259 Shares 10,584 Est. Cost $14.83 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $258 Shares 2,053 Est. Cost $113.22 Unrealized
CHCO CITY HLDG CO 0.0%
Value ($000) $255 Shares 3,114 Est. Cost $55.59 Unrealized +18.6%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $254 Shares 2,218 Est. Cost $83.41 Unrealized +28.8%
PPG PPG INDS INC 0.0%
Value ($000) $252 Shares 1,680 Est. Cost $105.30 Unrealized +23.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $250 Shares 1,327 Est. Cost $147.67 Unrealized +6.1%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $248 Shares 4,889 Est. Cost $42.99 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $247 Shares 13,211 Est. Cost $9.94 Unrealized +14.5%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $245 Shares 4,535 Est. Cost $35.85 Unrealized +10.0%
DVY ISHARES TR 0.0%
Value ($000) $240 Shares 2,107 Est. Cost $80.66 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $239 Shares 982 Est. Cost $104.67 Unrealized +117.6%
IJK ISHARES TR 0.0%
Value ($000) $237 Shares 3,020 Est. Cost $72.19 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $233 Shares 7,255 Est. Cost $32.12 Unrealized
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $232 Shares 3,021 Est. Cost $61.69 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $232 Shares 1,711 Est. Cost $25.76 Unrealized +68.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $231 Shares 4,790 Est. Cost $52.99 Unrealized -18.8%
KR KROGER CO 0.0%
Value ($000) $227 Shares 6,300 Est. Cost $30.80 Unrealized +0.0%
DE DEERE & CO 0.0%
Value ($000) $226 Shares 604 Est. Cost $307.48 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $225 Shares 2,849 Est. Cost $62.55 Unrealized +11.9%
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $225 Shares 5,867 Est. Cost $30.66 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $218 Shares 4,095 Est. Cost $38.61 Unrealized +12.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $214 Shares 2,162 Est. Cost $48.90 Unrealized +64.6%
XYL XYLEM INC 0.0%
Value ($000) $206 Shares 1,960 Est. Cost $95.79 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $200 Shares 1,252 Est. Cost $159.74 Unrealized
STEEL CONNECT INC 0.0%
Value ($000) $188 Shares 95,102 Est. Cost $0.79 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $179 Shares 12,283 Est. Cost $17.15 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $172 Shares 13,104 Est. Cost $28.00 Unrealized
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $153 Shares 11,800 Est. Cost $14.44 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $130 Shares 13,691 Est. Cost $8.35 Unrealized
GATOS SILVER INC 0.0%
Value ($000) $105 Shares 10,500 Est. Cost $10.00 Unrealized