Douglas Lane & Associates, LLC Diversified Active

CIK: 0001672594 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 25, 2022

Total Value ($000): $7,516,892 (100.0% shares, 0.0% debt)

Holdings (235)

QCOM QUALCOMM INC 3.3%
Value ($000) $246,629 Shares 1,348,660 Est. Cost $39.19 Unrealized +272.7%
NVDA NVIDIA CORP 2.7%
Value ($000) $202,351 Shares 688,010 Est. Cost $15.84 Unrealized +73.3%
MSFT MICROSOFT CORP 2.6%
Value ($000) $198,791 Shares 591,078 Est. Cost $46.08 Unrealized +580.2%
FRCB FIRST REPUBLIC BANK SAN FRANCI 2.2%
Value ($000) $162,056 Shares 784,736 Est. Cost $82.96 Unrealized +151.9%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value ($000) $160,075 Shares 239,906 Est. Cost $130.79 Unrealized +371.9%
GOOG ALPHABET INC CAP STK CL C 2.1%
Value ($000) $157,972 Shares 54,594 Est. Cost $35.92 Unrealized +299.4%
GM GENERAL MOTORS CO 2.1%
Value ($000) $156,618 Shares 2,671,290 Est. Cost $25.84 Unrealized +118.1%
BX BLACKSTONE INC 2.1%
Value ($000) $154,673 Shares 1,195,404 Est. Cost $39.38 Unrealized +194.9%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $145,290 Shares 917,525 Est. Cost $60.43 Unrealized +144.6%
DHR DANAHER CORP 1.9%
Value ($000) $140,996 Shares 428,548 Est. Cost $40.26 Unrealized +570.8%
LOW LOWES COS INC 1.8%
Value ($000) $138,136 Shares 534,416 Est. Cost $70.88 Unrealized +210.1%
ILMN ILLUMINA INC 1.6%
Value ($000) $120,060 Shares 315,582 Est. Cost $150.92 Unrealized +151.0%
BAC BANK OF AMERICA CORP 1.6%
Value ($000) $119,248 Shares 2,680,336 Est. Cost $22.08 Unrealized +85.8%
BMY BRISTOL-MYERS SQUIBB CO 1.6%
Value ($000) $118,489 Shares 1,900,386 Est. Cost $43.87 Unrealized +12.2%
PRU PRUDENTIAL FINANCIAL INC 1.6%
Value ($000) $116,812 Shares 1,079,191 Est. Cost $54.20 Unrealized +64.0%
V VISA INC CL A 1.5%
Value ($000) $114,236 Shares 527,137 Est. Cost $69.78 Unrealized +198.3%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $112,152 Shares 685,525 Est. Cost $64.06 Unrealized +152.6%
DEO DIAGEO P L C SPON ADR NEW 1.5%
Value ($000) $111,473 Shares 506,373 Est. Cost $117.43 Unrealized
STZ CONSTELLATION BRANDS INC CL A 1.4%
Value ($000) $108,151 Shares 430,931 Est. Cost $168.75 Unrealized +25.9%
MS MORGAN STANLEY NEW 1.4%
Value ($000) $106,809 Shares 1,088,107 Est. Cost $35.39 Unrealized +145.2%
EQIX EQUINIX INC 1.4%
Value ($000) $104,521 Shares 123,570 Est. Cost $268.72 Unrealized +174.7%
MA MASTERCARD INC CL A 1.4%
Value ($000) $103,722 Shares 288,663 Est. Cost $83.42 Unrealized +304.9%
NSRGY NESTLE S A SPON ADR 1.3%
Value ($000) $100,164 Shares 716,133 Est. Cost $80.96 Unrealized
GDDY GODADDY INC CL A 1.3%
Value ($000) $93,985 Shares 1,107,531 Est. Cost $77.93 Unrealized -8.2%
AMT AMERICAN TOWER CORP NEW 1.2%
Value ($000) $93,626 Shares 320,090 Est. Cost $125.68 Unrealized +90.5%
ORCL ORACLE CORP 1.2%
Value ($000) $93,478 Shares 1,071,875 Est. Cost $43.97 Unrealized +102.2%
META META PLATFORMS INC CL A 1.2%
Value ($000) $91,455 Shares 271,904 Est. Cost $149.79 Unrealized +120.1%
USB US BANCORP DEL NEW 1.2%
Value ($000) $88,459 Shares 1,574,849 Est. Cost $30.36 Unrealized +60.9%
DAL DELTA AIR LINES INC NEW 1.2%
Value ($000) $87,266 Shares 2,233,000 Est. Cost $40.71 Unrealized -4.3%
RBLX ROBLOX CORP CL A 1.1%
Value ($000) $86,125 Shares 834,871 Est. Cost $81.39 Unrealized +19.4%
PYPL PAYPAL HOLDINGS INC 1.1%
Value ($000) $84,010 Shares 445,489 Est. Cost $45.54 Unrealized +374.0%
DIS DISNEY WALT CO 1.0%
Value ($000) $78,061 Shares 503,979 Est. Cost $110.62 Unrealized +42.6%
GLAXOSMITHKLINE PLC SPON ADR 1.0%
Value ($000) $76,833 Shares 1,742,247 Est. Cost $41.14 Unrealized
KO COCA COLA CO 1.0%
Value ($000) $76,523 Shares 1,292,404 Est. Cost $40.96 Unrealized +20.1%
AES AES CORP 1.0%
Value ($000) $75,748 Shares 3,117,189 Est. Cost $14.64 Unrealized +41.2%
IFF INTERNATIONAL FLAVORS & FRAGRA 1.0%
Value ($000) $74,014 Shares 491,295 Est. Cost $108.09 Unrealized +19.9%
CVS CVS HEALTH CORP 1.0%
Value ($000) $72,420 Shares 702,013 Est. Cost $58.63 Unrealized +37.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.9%
Value ($000) $70,113 Shares 551,897 Est. Cost $118.76 Unrealized +6.3%
RGA REINSURANCE GROUP AMERICA INC 0.9%
Value ($000) $69,556 Shares 635,277 Est. Cost $127.46 Unrealized -12.8%
TFC TRUIST FINANCIAL CORP 0.9%
Value ($000) $68,773 Shares 1,174,601 Est. Cost $40.47 Unrealized +22.8%
EOG EOG RESOURCES INC 0.9%
Value ($000) $68,685 Shares 773,217 Est. Cost $58.96 Unrealized +24.3%
SVB FINANCIAL GROUP 0.9%
Value ($000) $68,355 Shares 100,783 Est. Cost $201.85 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.9%
Value ($000) $66,980 Shares 2,360,111 Est. Cost $28.62 Unrealized +8.7%
HON HONEYWELL INTERNATIONAL INC 0.9%
Value ($000) $66,353 Shares 318,226 Est. Cost $87.52 Unrealized +111.5%
CHTR CHARTER COMMUNICATIONS INC NEW 0.9%
Value ($000) $64,362 Shares 98,720 Est. Cost $649.24 Unrealized +4.9%
APTIV PLC SHS 0.8%
Value ($000) $61,502 Shares 372,850 Est. Cost $84.52 Unrealized
XPO XPO LOGISTICS INC 0.8%
Value ($000) $60,302 Shares 778,789 Est. Cost $13.89 Unrealized +234.6%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $59,856 Shares 510,068 Est. Cost $76.28 Unrealized +26.0%
IR INGERSOLL-RAND PLC SHS 0.8%
Value ($000) $58,896 Shares 951,926 Est. Cost $33.11 Unrealized +71.1%
AL AIR LEASE CORP CL A 0.8%
Value ($000) $58,778 Shares 1,328,923 Est. Cost $25.98 Unrealized +54.4%
GXO GXO LOGISTICS INC 0.8%
Value ($000) $58,594 Shares 645,095 Est. Cost $75.70 Unrealized +18.7%
ROYAL DUTCH SHELL PLC SPON ADR 0.8%
Value ($000) $56,473 Shares 1,302,731 Est. Cost $45.42 Unrealized
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.7%
Value ($000) $54,456 Shares 929,415 Est. Cost $70.63 Unrealized
F FORD MOTOR CO 0.7%
Value ($000) $53,973 Shares 2,598,624 Est. Cost $6.67 Unrealized +109.8%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $53,902 Shares 18,606 Est. Cost $36.54 Unrealized +291.2%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $53,374 Shares 312,001 Est. Cost $122.65 Unrealized +18.3%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.7%
Value ($000) $53,147 Shares 290,707 Est. Cost $114.95 Unrealized +42.4%
MAXAR TECHNOLOGIES LTD 0.7%
Value ($000) $52,428 Shares 1,775,431 Est. Cost $7.58 Unrealized
M MACYS INC 0.7%
Value ($000) $52,250 Shares 1,995,793 Est. Cost $19.39 Unrealized +40.7%
CB CHUBB LIMITED 0.7%
Value ($000) $50,268 Shares 260,040 Est. Cost $124.54 Unrealized +42.6%
PIONEER NATURAL RESOURCES CO 0.7%
Value ($000) $49,758 Shares 273,578 Est. Cost $122.70 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON 0.7%
Value ($000) $49,530 Shares 416,957 Est. Cost $187.64 Unrealized
APA APA CORP 0.7%
Value ($000) $49,491 Shares 1,840,485 Est. Cost $16.01 Unrealized +46.1%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $48,278 Shares 1,151,389 Est. Cost $35.05 Unrealized +23.0%
TDG TRANSDIGM GROUP INC 0.6%
Value ($000) $47,998 Shares 75,435 Est. Cost $496.94 Unrealized +4.7%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $47,687 Shares 94,967 Est. Cost $226.08 Unrealized +86.7%
AMZN AMAZON.COM INC 0.6%
Value ($000) $46,596 Shares 13,975 Est. Cost $97.79 Unrealized +75.0%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $46,270 Shares 94,071 Est. Cost $384.57 Unrealized +20.6%
IBM INTERNATIONAL BUSINESS MACHINE 0.6%
Value ($000) $45,650 Shares 341,541 Est. Cost $99.79 Unrealized +6.7%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $45,620 Shares 906,419 Est. Cost $42.32 Unrealized +9.0%
MRK MERCK & CO INC 0.6%
Value ($000) $44,703 Shares 583,281 Est. Cost $43.81 Unrealized +59.5%
GE GENERAL ELECTRIC CO NEW 0.6%
Value ($000) $43,016 Shares 455,340 Est. Cost $62.67 Unrealized -1.8%
AAPL APPLE INC 0.6%
Value ($000) $41,386 Shares 233,070 Est. Cost $86.25 Unrealized +79.4%
VMC VULCAN MATERIALS CO 0.5%
Value ($000) $39,530 Shares 190,432 Est. Cost $109.15 Unrealized +71.7%
IHRT IHEARTMEDIA INC CL A 0.5%
Value ($000) $39,284 Shares 1,867,128 Est. Cost $14.37 Unrealized +47.4%
C CITIGROUP INC NEW 0.5%
Value ($000) $39,272 Shares 650,314 Est. Cost $48.71 Unrealized +17.4%
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $38,566 Shares 204,464 Est. Cost $101.15 Unrealized +56.8%
SPG SIMON PROPERTY GROUP INC NEW 0.5%
Value ($000) $36,687 Shares 229,626 Est. Cost $88.93 Unrealized +36.4%
EA ELECTRONIC ARTS INC 0.5%
Value ($000) $34,608 Shares 262,384 Est. Cost $93.33 Unrealized +40.9%
FLEETCOR TECHNOLOGIES INC 0.5%
Value ($000) $34,505 Shares 154,152 Est. Cost $260.81 Unrealized
KIM KIMCO REALTY CORP 0.5%
Value ($000) $34,400 Shares 1,395,539 Est. Cost $12.97 Unrealized +47.7%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $33,767 Shares 1,127,441 Est. Cost $29.30 Unrealized -2.0%
NVS NOVARTIS A G SPON ADR 0.4%
Value ($000) $33,159 Shares 379,089 Est. Cost $80.65 Unrealized
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $33,155 Shares 80,408 Est. Cost $249.90 Unrealized +55.5%
SSYS STRATASYS LTD SHS 0.4%
Value ($000) $32,688 Shares 1,334,735 Est. Cost $21.10 Unrealized +32.2%
SJM SMUCKER J M CO NEW 0.4%
Value ($000) $32,395 Shares 238,512 Est. Cost $97.40 Unrealized +14.0%
NORDSTROM INC 0.4%
Value ($000) $31,969 Shares 1,413,318 Est. Cost $29.88 Unrealized
MOMENTIVE GLOBAL INC 0.4%
Value ($000) $31,529 Shares 1,490,732 Est. Cost $20.74 Unrealized
VRSN VERISIGN INC 0.4%
Value ($000) $31,099 Shares 122,525 Est. Cost $206.28 Unrealized +11.1%
MPC MARATHON PETROLEUM CORP 0.4%
Value ($000) $30,719 Shares 480,053 Est. Cost $28.35 Unrealized +106.0%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.4%
Value ($000) $29,541 Shares 360,342 Est. Cost $51.54 Unrealized +49.3%
EIX EDISON INTERNATIONAL 0.3%
Value ($000) $25,821 Shares 378,334 Est. Cost $49.69 Unrealized +5.9%
PEP PEPSICO INC 0.3%
Value ($000) $24,709 Shares 142,245 Est. Cost $76.19 Unrealized +88.3%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 0.3%
Value ($000) $24,156 Shares 398,950 Est. Cost $60.55 Unrealized
GIS GENERAL MILLS INC 0.3%
Value ($000) $22,591 Shares 335,281 Est. Cost $46.98 Unrealized +17.6%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.3%
Value ($000) $22,413 Shares 54,066 Est. Cost $89.90 Unrealized +281.9%
SYF SYNCHRONY FINANCIAL 0.3%
Value ($000) $22,284 Shares 480,368 Est. Cost $22.74 Unrealized +92.2%
ISTAR INC 0.3%
Value ($000) $21,096 Shares 816,744 Est. Cost $23.41 Unrealized
EL LAUDER ESTEE COS INC CL A 0.3%
Value ($000) $20,655 Shares 55,794 Est. Cost $80.09 Unrealized +296.7%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $20,289 Shares 82,207 Est. Cost $74.68 Unrealized +181.6%
MLM MARTIN MARIETTA MATERIALS INC 0.3%
Value ($000) $20,240 Shares 45,946 Est. Cost $193.52 Unrealized +104.1%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $19,544 Shares 308,413 Est. Cost $18.95 Unrealized +166.4%
EXPD EXPEDITORS INTL INC 0.3%
Value ($000) $19,295 Shares 143,678 Est. Cost $40.40 Unrealized +194.5%
UAL UNITED AIRLINES HOLDINGS INC 0.2%
Value ($000) $17,188 Shares 392,592 Est. Cost $52.97 Unrealized -12.4%
HD HOME DEPOT INC 0.2%
Value ($000) $15,422 Shares 37,160 Est. Cost $183.00 Unrealized +87.5%
RACE FERRARI N V 0.2%
Value ($000) $14,721 Shares 56,876 Est. Cost $211.36 Unrealized +16.6%
CORE LABORATORIES 0.2%
Value ($000) $12,809 Shares 574,144 Est. Cost $32.81 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $11,163 Shares 47,585 Est. Cost $152.12 Unrealized +41.7%
FTV FORTIVE CORP 0.1%
Value ($000) $11,063 Shares 145,011 Est. Cost $36.53 Unrealized +52.0%
ADSK AUTODESK INC 0.1%
Value ($000) $10,426 Shares 37,078 Est. Cost $293.19 Unrealized -0.6%
URI UNITED RENTALS INC 0.1%
Value ($000) $9,661 Shares 29,073 Est. Cost $102.79 Unrealized +235.9%
FBIN FORTUNE BRANDS HOME & SECURITY 0.1%
Value ($000) $8,535 Shares 79,843 Est. Cost $41.65 Unrealized +94.2%
ISRG INTUITIVE SURGICAL INC NEW 0.1%
Value ($000) $7,753 Shares 21,578 Est. Cost $298.19 Unrealized +15.4%
T AT&T INC 0.1%
Value ($000) $7,446 Shares 302,676 Est. Cost $15.67 Unrealized -6.4%
MRNA MODERNA INC 0.1%
Value ($000) $5,934 Shares 23,364 Est. Cost $262.12 Unrealized +11.5%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value ($000) $5,437 Shares 18,183 Est. Cost $176.82 Unrealized +62.0%
OGN ORGANON & CO 0.1%
Value ($000) $5,406 Shares 177,526 Est. Cost $26.72 Unrealized +1.0%
AMGN AMGEN INC 0.1%
Value ($000) $5,034 Shares 22,374 Est. Cost $110.79 Unrealized +67.1%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $4,989 Shares 66,416 Est. Cost $41.98 Unrealized +55.1%
IT GARTNER INC 0.1%
Value ($000) $4,940 Shares 14,777 Est. Cost $218.76 Unrealized +47.0%
INTC INTEL CORP 0.1%
Value ($000) $4,282 Shares 83,151 Est. Cost $24.75 Unrealized +91.1%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $4,176 Shares 25,529 Est. Cost $63.46 Unrealized +111.4%
CERNER CORP 0.1%
Value ($000) $4,117 Shares 44,328 Est. Cost $51.95 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $4,009 Shares 16,429 Est. Cost $84.08 Unrealized +150.4%
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value ($000) $3,882 Shares 216,155 Est. Cost $31.12 Unrealized -38.4%
NYT NEW YORK TIMES CO CL A 0.1%
Value ($000) $3,851 Shares 79,738 Est. Cost $45.25 Unrealized +4.3%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $3,690 Shares 86,136 Est. Cost $35.87 Unrealized +21.8%
COST COSTCO WHOLESALE CORP NEW 0.0%
Value ($000) $3,452 Shares 6,080 Est. Cost $190.92 Unrealized +155.7%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $3,199 Shares 176,751 Est. Cost $21.59 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $3,009 Shares 47,647 Est. Cost $36.92 Unrealized +73.0%
DISCOVERY INC SER C 0.0%
Value ($000) $2,963 Shares 129,410 Est. Cost $25.14 Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $2,939 Shares 42,115 Est. Cost $57.14 Unrealized +11.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2,919 Shares 12,762 Est. Cost $69.80 Unrealized +204.3%
PFE PFIZER INC 0.0%
Value ($000) $2,619 Shares 44,355 Est. Cost $19.29 Unrealized +108.6%
MAS MASCO CORP 0.0%
Value ($000) $2,586 Shares 36,832 Est. Cost $30.03 Unrealized +99.2%
FDX FEDEX CORP 0.0%
Value ($000) $2,562 Shares 9,907 Est. Cost $132.50 Unrealized +66.0%
ADBE ADOBE INC 0.0%
Value ($000) $2,506 Shares 4,420 Est. Cost $86.68 Unrealized +621.1%
ABT ABBOTT LABS 0.0%
Value ($000) $2,471 Shares 17,559 Est. Cost $46.60 Unrealized +154.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $2,317 Shares 19,812 Est. Cost $47.41 Unrealized +115.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2,246 Shares 26,317 Est. Cost $56.22 Unrealized +26.2%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $2,207 Shares 7,255 Est. Cost $94.71 Unrealized +178.4%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $2,097 Shares 17,290 Est. Cost $61.50 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $2,057 Shares 8,342 Est. Cost $67.69 Unrealized +206.2%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $2,051 Shares 33,510 Est. Cost $52.49 Unrealized +2.7%
ABBV ABBVIE INC 0.0%
Value ($000) $1,882 Shares 13,902 Est. Cost $52.29 Unrealized +94.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,850 Shares 35,599 Est. Cost $33.46 Unrealized +20.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $1,591 Shares 29,587 Est. Cost $60.36 Unrealized
WMT WALMART INC 0.0%
Value ($000) $1,474 Shares 10,188 Est. Cost $29.90 Unrealized +51.1%
MMM 3M CO 0.0%
Value ($000) $1,417 Shares 7,980 Est. Cost $94.85 Unrealized +34.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,395 Shares 6,749 Est. Cost $80.39 Unrealized +132.2%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $1,156 Shares 13,271 Est. Cost $57.87 Unrealized +40.5%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $1,130 Shares 11,698 Est. Cost $61.45 Unrealized +26.5%
LLY LILLY ELI & CO 0.0%
Value ($000) $1,065 Shares 3,857 Est. Cost $84.14 Unrealized +189.8%
KKR KKR & CO INC 0.0%
Value ($000) $1,030 Shares 13,821 Est. Cost $21.60 Unrealized +229.7%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $1,007 Shares 3,996 Est. Cost $79.10 Unrealized +171.8%
TGT TARGET CORP 0.0%
Value ($000) $991 Shares 4,282 Est. Cost $96.75 Unrealized +121.4%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $906 Shares 3,005 Est. Cost $278.30 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $893 Shares 5,135 Est. Cost $60.27 Unrealized +159.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $815 Shares 8,730 Est. Cost $66.79 Unrealized +15.8%
PLD PROLOGIS INC 0.0%
Value ($000) $808 Shares 4,798 Est. Cost $34.26 Unrealized +285.2%
MET METLIFE INC 0.0%
Value ($000) $790 Shares 12,646 Est. Cost $37.23 Unrealized +48.7%
NKE NIKE INC CL B 0.0%
Value ($000) $788 Shares 4,726 Est. Cost $65.95 Unrealized +134.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $773 Shares 11,659 Est. Cost $33.68 Unrealized +64.2%
BROOKFIELD ASSET MGMT INC CL A 0.0%
Value ($000) $771 Shares 12,769 Est. Cost $44.34 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $766 Shares 2,856 Est. Cost $136.14 Unrealized +68.6%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $752 Shares 3,508 Est. Cost $73.51 Unrealized +129.3%
BA BOEING CO 0.0%
Value ($000) $704 Shares 3,495 Est. Cost $268.57 Unrealized -21.3%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $699 Shares 12,590 Est. Cost $60.70 Unrealized -14.2%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $687 Shares 7,386 Est. Cost $44.47 Unrealized +94.5%
AVGO BROADCOM INC 0.0%
Value ($000) $647 Shares 973 Est. Cost $29.57 Unrealized +75.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $641 Shares 7,368 Est. Cost $45.83 Unrealized +61.2%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $589 Shares 1,675 Est. Cost $372.28 Unrealized +11.4%
SYK STRYKER CORP 0.0%
Value ($000) $575 Shares 2,150 Est. Cost $121.45 Unrealized +106.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $559 Shares 3,908 Est. Cost $103.36 Unrealized +11.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $539 Shares 1,143 Est. Cost $349.85 Unrealized +26.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $538 Shares 6,256 Est. Cost $54.61 Unrealized +45.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $536 Shares 5,114 Est. Cost $72.73 Unrealized +18.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $536 Shares 3,209 Est. Cost $63.11 Unrealized +138.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $522 Shares 10,877 Est. Cost $37.38 Unrealized +18.8%
AZO AUTOZONE INC 0.0%
Value ($000) $514 Shares 245 Est. Cost $650.11 Unrealized +186.4%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $508 Shares 8,017 Est. Cost $53.78 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $503 Shares 4,300 Est. Cost $66.51 Unrealized +65.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $500 Shares 1,989 Est. Cost $151.21 Unrealized +47.8%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value ($000) $478 Shares 5,035 Est. Cost $56.79 Unrealized +34.4%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $468 Shares 21,297 Est. Cost $25.47 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $458 Shares 3,355 Est. Cost $47.96 Unrealized +129.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $429 Shares 5,025 Est. Cost $59.81 Unrealized +13.8%
HSY HERSHEY CO 0.0%
Value ($000) $414 Shares 2,140 Est. Cost $103.98 Unrealized +57.3%
NFLX NETFLIX INC 0.0%
Value ($000) $410 Shares 681 Est. Cost $44.99 Unrealized +42.0%
HUBB HUBBELL INC 0.0%
Value ($000) $408 Shares 1,960 Est. Cost $78.02 Unrealized +140.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $399 Shares 4,500 Est. Cost $62.69 Unrealized +20.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $390 Shares 4,834 Est. Cost $25.71 Unrealized +13.6%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $384 Shares 3,429 Est. Cost $49.21 Unrealized
BLACKROCK INC 0.0%
Value ($000) $383 Shares 418 Est. Cost $528.84 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $361 Shares 262 Est. Cost $104.08 Unrealized +40.4%
CSX CSX CORP 0.0%
Value ($000) $340 Shares 9,049 Est. Cost $27.61 Unrealized +20.6%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $340 Shares 1,346 Est. Cost $128.84 Unrealized +60.1%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $335 Shares 1,779 Est. Cost $103.87 Unrealized +63.8%
DOW DOW INC 0.0%
Value ($000) $326 Shares 5,747 Est. Cost $42.20 Unrealized +6.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $318 Shares 832 Est. Cost $282.81 Unrealized +26.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $307 Shares 1,905 Est. Cost $130.23 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $301 Shares 2,170 Est. Cost $44.14 Unrealized +167.8%
LINDE PLC 0.0%
Value ($000) $298 Shares 861 Est. Cost $159.52 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $295 Shares 4,056 Est. Cost $60.80 Unrealized -3.3%
SONY SONY GROUP CORPORATION SPONSOR 0.0%
Value ($000) $292 Shares 2,314 Est. Cost $126.19 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $290 Shares 3,258 Est. Cost $72.75 Unrealized -0.4%
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value ($000) $285 Shares 1,050 Est. Cost $188.81 Unrealized +26.9%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $281 Shares 2,720 Est. Cost $87.53 Unrealized +16.6%
INTU INTUIT INC 0.0%
Value ($000) $281 Shares 437 Est. Cost $341.02 Unrealized +76.4%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $271 Shares 1,065 Est. Cost $236.56 Unrealized +17.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $267 Shares 1,040 Est. Cost $195.76 Unrealized +20.6%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $263 Shares 882 Est. Cost $235.92 Unrealized +8.2%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $260 Shares 1,298 Est. Cost $94.12 Unrealized +85.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $251 Shares 3,473 Est. Cost $47.19 Unrealized +32.7%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $250 Shares 2,917 Est. Cost $68.71 Unrealized +6.5%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $247 Shares 3,385 Est. Cost $57.53 Unrealized +13.6%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $242 Shares 1,538 Est. Cost $128.83 Unrealized +8.3%
ZS ZSCALER INC 0.0%
Value ($000) $241 Shares 750 Est. Cost $251.10 Unrealized +25.4%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $240 Shares 3,336 Est. Cost $71.94 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $240 Shares 2,500 Est. Cost $23.93 Unrealized +85.7%
CTVA CORTEVA INC 0.0%
Value ($000) $232 Shares 4,901 Est. Cost $42.05 Unrealized +3.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $227 Shares 2,888 Est. Cost $62.06 Unrealized +0.1%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $222 Shares 4,089 Est. Cost $36.44 Unrealized +39.8%
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $218 Shares 2,593 Est. Cost $35.77 Unrealized +113.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $218 Shares 1,394 Est. Cost $115.84 Unrealized +24.2%
KLAC KLA CORP 0.0%
Value ($000) $209 Shares 485 Est. Cost $369.50 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $205 Shares 1,498 Est. Cost $125.37 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $204 Shares 4,894 Est. Cost $35.78 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $203 Shares 592 Est. Cost $328.58 Unrealized 0.0%
FULT FULTON FINANCIAL CORP 0.0%
Value ($000) $178 Shares 10,480 Est. Cost $8.49 Unrealized +62.5%
GRNH GREENGRO TECHNOLOGIES 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.01 Unrealized 0.0%
HARTCOURT COMPANIES INC NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
EVOLUCIA INC 0.0%
Value ($000) $0 Shares 67,000 Est. Cost Unrealized
SLUP SOLUCORP INDUSTRIES LTD 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.00 Unrealized -79.0%
ANTHRACITE CAP INC 0.0%
Value ($000) $0 Shares 13,772 Est. Cost Unrealized