Douglas Lane & Associates, LLC Diversified Active

CIK: 0001672594 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 25, 2022

Total Value ($000): $7,082,642 (100.0% shares, 0.0% debt)

Holdings (227)

QCOM QUALCOMM INC 2.9%
Value ($000) $204,763 Shares 1,339,894 Est. Cost $39.19 Unrealized +291.9%
NVDA NVIDIA CORP 2.5%
Value ($000) $177,299 Shares 649,778 Est. Cost $15.84 Unrealized +58.0%
MSFT MICROSOFT CORP 2.5%
Value ($000) $175,157 Shares 568,119 Est. Cost $46.08 Unrealized +532.4%
GOOG ALPHABET INC CAP STK CL C 2.2%
Value ($000) $152,801 Shares 54,709 Est. Cost $35.92 Unrealized +275.7%
BX BLACKSTONE INC 2.0%
Value ($000) $144,464 Shares 1,138,046 Est. Cost $39.38 Unrealized +172.2%
BMY BRISTOL-MYERS SQUIBB CO 2.0%
Value ($000) $140,114 Shares 1,918,583 Est. Cost $43.87 Unrealized +29.5%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $136,198 Shares 230,591 Est. Cost $130.79 Unrealized +334.4%
AXP AMERICAN EXPRESS CO 1.8%
Value ($000) $129,477 Shares 692,390 Est. Cost $65.13 Unrealized +163.7%
FRCB FIRST REPUBLIC BANK SAN FRANCI 1.8%
Value ($000) $127,235 Shares 784,915 Est. Cost $82.96 Unrealized +108.6%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $126,219 Shares 925,905 Est. Cost $60.43 Unrealized +121.2%
PRU PRUDENTIAL FINANCIAL INC 1.8%
Value ($000) $125,964 Shares 1,065,952 Est. Cost $54.20 Unrealized +73.7%
DHR DANAHER CORP 1.7%
Value ($000) $118,597 Shares 404,314 Est. Cost $40.26 Unrealized +510.3%
GM GENERAL MOTORS CO 1.7%
Value ($000) $118,349 Shares 2,705,735 Est. Cost $26.13 Unrealized +84.4%
V VISA INC CL A 1.6%
Value ($000) $116,444 Shares 525,068 Est. Cost $69.78 Unrealized +201.0%
ILMN ILLUMINA INC 1.6%
Value ($000) $110,118 Shares 315,162 Est. Cost $150.92 Unrealized +123.8%
BAC BANK OF AMERICA CORP 1.6%
Value ($000) $109,854 Shares 2,665,055 Est. Cost $22.08 Unrealized +84.9%
LOW LOWES COS INC 1.5%
Value ($000) $103,264 Shares 510,729 Est. Cost $70.88 Unrealized +201.0%
MA MASTERCARD INC CL A 1.4%
Value ($000) $102,215 Shares 286,012 Est. Cost $83.42 Unrealized +321.5%
DEO DIAGEO P L C SPON ADR NEW 1.4%
Value ($000) $101,752 Shares 500,896 Est. Cost $117.43 Unrealized
STZ CONSTELLATION BRANDS INC CL A 1.4%
Value ($000) $100,225 Shares 435,154 Est. Cost $168.75 Unrealized +28.0%
MS MORGAN STANLEY NEW 1.3%
Value ($000) $95,250 Shares 1,089,813 Est. Cost $35.39 Unrealized +139.1%
GDDY GODADDY INC CL A 1.3%
Value ($000) $94,221 Shares 1,125,693 Est. Cost $77.95 Unrealized +1.4%
NSRGY NESTLE S A SPON ADR 1.3%
Value ($000) $92,903 Shares 711,264 Est. Cost $80.96 Unrealized
DAL DELTA AIR LINES INC NEW 1.3%
Value ($000) $92,138 Shares 2,328,472 Est. Cost $40.59 Unrealized -6.7%
EQIX EQUINIX INC 1.2%
Value ($000) $87,469 Shares 117,943 Est. Cost $268.72 Unrealized +147.3%
ORCL ORACLE CORP 1.2%
Value ($000) $84,074 Shares 1,016,244 Est. Cost $43.97 Unrealized +75.1%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $83,879 Shares 515,133 Est. Cost $76.28 Unrealized +60.9%
AES AES CORP 1.2%
Value ($000) $82,040 Shares 3,188,498 Est. Cost $14.75 Unrealized +31.3%
EOG EOG RESOURCES INC 1.2%
Value ($000) $81,944 Shares 687,273 Est. Cost $58.96 Unrealized +58.6%
KO COCA COLA CO 1.1%
Value ($000) $81,418 Shares 1,313,201 Est. Cost $41.17 Unrealized +31.3%
USB US BANCORP DEL NEW 1.1%
Value ($000) $80,519 Shares 1,514,947 Est. Cost $30.36 Unrealized +57.6%
AMT AMERICAN TOWER CORP NEW 1.1%
Value ($000) $78,643 Shares 313,043 Est. Cost $125.68 Unrealized +71.0%
GLAXOSMITHKLINE PLC SPON ADR 1.1%
Value ($000) $78,159 Shares 1,794,279 Est. Cost $41.21 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 1.1%
Value ($000) $77,979 Shares 609,684 Est. Cost $118.54 Unrealized -1.7%
RGA REINSURANCE GROUP AMERICA INC 1.1%
Value ($000) $76,186 Shares 696,014 Est. Cost $125.99 Unrealized -12.2%
CVS CVS HEALTH CORP 1.0%
Value ($000) $73,694 Shares 728,126 Est. Cost $59.83 Unrealized +53.8%
DIS DISNEY WALT CO 1.0%
Value ($000) $73,511 Shares 535,948 Est. Cost $112.45 Unrealized +25.6%
SHEL SHELL PLC 1.0%
Value ($000) $72,518 Shares 1,320,198 Est. Cost $54.93 Unrealized
MAXAR TECHNOLOGIES LTD 1.0%
Value ($000) $72,297 Shares 1,832,171 Est. Cost $8.56 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 1.0%
Value ($000) $67,728 Shares 515,711 Est. Cost $108.60 Unrealized +9.5%
ELAN ELANCO ANIMAL HEALTH INC 0.9%
Value ($000) $65,108 Shares 2,495,521 Est. Cost $28.51 Unrealized -6.6%
META META PLATFORMS INC CL A 0.9%
Value ($000) $64,106 Shares 288,300 Est. Cost $155.39 Unrealized +59.7%
CHTR CHARTER COMMUNICATIONS INC NEW 0.9%
Value ($000) $63,797 Shares 116,947 Est. Cost $639.54 Unrealized -8.2%
TFC TRUIST FINANCIAL CORP 0.9%
Value ($000) $63,702 Shares 1,123,489 Est. Cost $40.47 Unrealized +25.1%
XPO XPO LOGISTICS INC 0.9%
Value ($000) $62,376 Shares 856,818 Est. Cost $16.43 Unrealized +154.4%
HON HONEYWELL INTERNATIONAL INC 0.9%
Value ($000) $62,244 Shares 319,888 Est. Cost $87.52 Unrealized +94.6%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $61,891 Shares 349,213 Est. Cost $125.76 Unrealized +20.7%
AL AIR LEASE CORP CL A 0.9%
Value ($000) $60,533 Shares 1,355,727 Est. Cost $26.24 Unrealized +48.5%
PIONEER NATURAL RESOURCES CO 0.8%
Value ($000) $59,795 Shares 239,153 Est. Cost $122.70 Unrealized
APA APA CORP 0.8%
Value ($000) $59,065 Shares 1,429,097 Est. Cost $16.01 Unrealized +92.8%
GE GENERAL ELECTRIC CO NEW 0.8%
Value ($000) $56,803 Shares 620,799 Est. Cost $61.57 Unrealized -4.9%
TDG TRANSDIGM GROUP INC 0.8%
Value ($000) $56,095 Shares 86,096 Est. Cost $501.53 Unrealized +6.5%
CB CHUBB LIMITED 0.8%
Value ($000) $56,070 Shares 262,130 Est. Cost $124.54 Unrealized +54.9%
SVB FINANCIAL GROUP 0.8%
Value ($000) $55,965 Shares 100,035 Est. Cost $201.85 Unrealized
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $55,625 Shares 480,974 Est. Cost $51.98 Unrealized +155.5%
CMCSA COMCAST CORP NEW CL A 0.8%
Value ($000) $55,039 Shares 1,175,541 Est. Cost $42.44 Unrealized +1.0%
IR INGERSOLL-RAND PLC SHS 0.7%
Value ($000) $50,391 Shares 1,000,818 Est. Cost $34.10 Unrealized +56.4%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $49,319 Shares 17,732 Est. Cost $36.54 Unrealized +269.0%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $47,737 Shares 93,608 Est. Cost $226.08 Unrealized +99.6%
AMZN AMAZON.COM INC 0.7%
Value ($000) $47,595 Shares 14,600 Est. Cost $100.22 Unrealized +54.2%
MRK MERCK & CO INC 0.7%
Value ($000) $47,548 Shares 579,495 Est. Cost $43.81 Unrealized +59.5%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $47,121 Shares 1,320,642 Est. Cost $35.17 Unrealized +2.2%
M MACYS INC 0.6%
Value ($000) $45,869 Shares 1,882,969 Est. Cost $19.39 Unrealized +32.2%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $44,641 Shares 94,533 Est. Cost $384.57 Unrealized +14.2%
IBM INTERNATIONAL BUSINESS MACHINE 0.6%
Value ($000) $44,248 Shares 340,319 Est. Cost $99.79 Unrealized +12.3%
BABA ALIBABA GROUP HOLDING LTD SPON 0.6%
Value ($000) $44,138 Shares 405,678 Est. Cost $187.64 Unrealized
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.6%
Value ($000) $43,995 Shares 920,735 Est. Cost $70.63 Unrealized
IHRT IHEARTMEDIA INC CL A 0.6%
Value ($000) $43,958 Shares 2,322,129 Est. Cost $15.46 Unrealized +29.0%
GXO GXO LOGISTICS INC 0.6%
Value ($000) $43,524 Shares 610,090 Est. Cost $75.70 Unrealized +5.5%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.6%
Value ($000) $43,122 Shares 276,940 Est. Cost $114.95 Unrealized +24.8%
F FORD MOTOR CO 0.6%
Value ($000) $42,264 Shares 2,499,344 Est. Cost $6.67 Unrealized +118.0%
APTIV PLC SHS 0.6%
Value ($000) $41,208 Shares 344,234 Est. Cost $84.52 Unrealized
RBLX ROBLOX CORP CL A 0.6%
Value ($000) $40,637 Shares 878,825 Est. Cost $80.34 Unrealized -24.9%
AAPL APPLE INC 0.6%
Value ($000) $40,209 Shares 230,281 Est. Cost $86.25 Unrealized +91.1%
MPC MARATHON PETROLEUM CORP 0.6%
Value ($000) $39,597 Shares 463,127 Est. Cost $28.35 Unrealized +145.8%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 0.6%
Value ($000) $39,514 Shares 657,902 Est. Cost $60.36 Unrealized
NORDSTROM INC 0.5%
Value ($000) $38,343 Shares 1,414,360 Est. Cost $29.88 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $35,787 Shares 866,294 Est. Cost $29.30 Unrealized +22.5%
FLEETCOR TECHNOLOGIES INC 0.5%
Value ($000) $34,967 Shares 140,395 Est. Cost $260.81 Unrealized
SSYS STRATASYS LTD SHS 0.5%
Value ($000) $34,777 Shares 1,369,726 Est. Cost $21.18 Unrealized +13.9%
KIM KIMCO REALTY CORP 0.5%
Value ($000) $34,329 Shares 1,389,822 Est. Cost $12.97 Unrealized +55.3%
C CITIGROUP INC NEW 0.5%
Value ($000) $33,914 Shares 635,088 Est. Cost $48.71 Unrealized +9.8%
EA ELECTRONIC ARTS INC 0.5%
Value ($000) $33,807 Shares 267,226 Est. Cost $93.95 Unrealized +35.6%
VMC VULCAN MATERIALS CO 0.5%
Value ($000) $32,925 Shares 179,235 Est. Cost $109.15 Unrealized +65.7%
SJM SMUCKER J M CO NEW 0.5%
Value ($000) $32,184 Shares 237,678 Est. Cost $97.40 Unrealized +22.7%
SPG SIMON PROPERTY GROUP INC NEW 0.4%
Value ($000) $30,332 Shares 230,553 Est. Cost $88.93 Unrealized +28.7%
EIX EDISON INTERNATIONAL 0.4%
Value ($000) $30,076 Shares 429,038 Est. Cost $50.15 Unrealized +6.8%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $29,796 Shares 74,824 Est. Cost $249.90 Unrealized +50.6%
VRSN VERISIGN INC 0.4%
Value ($000) $29,632 Shares 133,203 Est. Cost $207.07 Unrealized +4.4%
NVS NOVARTIS A G SPON ADR 0.4%
Value ($000) $29,156 Shares 332,264 Est. Cost $80.65 Unrealized
MOMENTIVE GLOBAL INC 0.4%
Value ($000) $26,980 Shares 1,659,266 Est. Cost $20.28 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $24,039 Shares 143,621 Est. Cost $76.19 Unrealized +94.8%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $22,698 Shares 162,370 Est. Cost $101.15 Unrealized +40.8%
GIS GENERAL MILLS INC 0.3%
Value ($000) $22,487 Shares 332,053 Est. Cost $46.98 Unrealized +25.1%
ISTAR INC 0.3%
Value ($000) $21,263 Shares 908,276 Est. Cost $23.41 Unrealized
RACE FERRARI N V 0.3%
Value ($000) $19,662 Shares 90,155 Est. Cost $215.75 Unrealized +3.5%
UAL UNITED AIRLINES HOLDINGS INC 0.3%
Value ($000) $19,146 Shares 412,977 Est. Cost $52.49 Unrealized -17.4%
CORE LABORATORIES 0.3%
Value ($000) $18,598 Shares 587,974 Est. Cost $32.78 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.2%
Value ($000) $16,767 Shares 223,504 Est. Cost $51.54 Unrealized +51.7%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $16,515 Shares 78,870 Est. Cost $74.68 Unrealized +172.7%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $16,361 Shares 293,427 Est. Cost $18.95 Unrealized +165.4%
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $15,848 Shares 455,270 Est. Cost $22.74 Unrealized +67.9%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.2%
Value ($000) $15,292 Shares 45,347 Est. Cost $89.90 Unrealized +254.3%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $14,920 Shares 54,789 Est. Cost $80.09 Unrealized +252.4%
EXPD EXPEDITORS INTL INC 0.2%
Value ($000) $14,693 Shares 142,431 Est. Cost $40.40 Unrealized +160.1%
MLM MARTIN MARIETTA MATERIALS INC 0.2%
Value ($000) $13,720 Shares 35,646 Est. Cost $193.52 Unrealized +95.4%
ISRG INTUITIVE SURGICAL INC NEW 0.2%
Value ($000) $12,690 Shares 42,065 Est. Cost $295.24 Unrealized -1.1%
LW LAMB WESTON HOLDINGS INC 0.2%
Value ($000) $12,614 Shares 210,553 Est. Cost $57.97 Unrealized +0.3%
ADSK AUTODESK INC 0.2%
Value ($000) $12,489 Shares 58,266 Est. Cost $270.33 Unrealized -14.8%
MRNA MODERNA INC 0.2%
Value ($000) $12,451 Shares 72,281 Est. Cost $198.67 Unrealized -15.3%
HD HOME DEPOT INC 0.1%
Value ($000) $10,374 Shares 34,659 Est. Cost $183.00 Unrealized +71.6%
URI UNITED RENTALS INC 0.1%
Value ($000) $9,771 Shares 27,509 Est. Cost $102.79 Unrealized +207.6%
ECL ECOLAB INC 0.1%
Value ($000) $7,425 Shares 42,055 Est. Cost $152.12 Unrealized +18.0%
OGN ORGANON & CO 0.1%
Value ($000) $7,120 Shares 203,824 Est. Cost $26.95 Unrealized +6.0%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $6,885 Shares 67,801 Est. Cost $42.70 Unrealized +80.2%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value ($000) $6,321 Shares 17,912 Est. Cost $176.82 Unrealized +82.9%
T AT&T INC 0.1%
Value ($000) $5,669 Shares 239,921 Est. Cost $15.67 Unrealized -4.9%
NYT NEW YORK TIMES CO CL A 0.1%
Value ($000) $5,255 Shares 114,632 Est. Cost $44.09 Unrealized -6.0%
IT GARTNER INC 0.1%
Value ($000) $5,065 Shares 17,028 Est. Cost $228.12 Unrealized +26.9%
KD KYNDRYL HOLDINGS INC 0.1%
Value ($000) $4,804 Shares 366,133 Est. Cost $18.21 Unrealized -17.3%
AMGN AMGEN INC 0.1%
Value ($000) $4,594 Shares 18,998 Est. Cost $110.79 Unrealized +83.5%
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value ($000) $4,462 Shares 244,493 Est. Cost $29.48 Unrealized -42.3%
FTV FORTIVE CORP 0.1%
Value ($000) $4,253 Shares 69,795 Est. Cost $36.53 Unrealized +33.1%
CERNER CORP 0.1%
Value ($000) $4,057 Shares 43,363 Est. Cost $51.95 Unrealized
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $3,823 Shares 83,465 Est. Cost $35.87 Unrealized +14.0%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $3,615 Shares 6,278 Est. Cost $200.69 Unrealized +149.6%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $3,523 Shares 23,057 Est. Cost $63.46 Unrealized +124.0%
FBIN FORTUNE BRANDS HOME & SECURITY 0.0%
Value ($000) $3,408 Shares 45,877 Est. Cost $41.65 Unrealized +73.0%
DISCOVERY INC SER C 0.0%
Value ($000) $3,358 Shares 134,485 Est. Cost $25.13 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $3,291 Shares 66,403 Est. Cost $24.75 Unrealized +86.6%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $2,791 Shares 42,572 Est. Cost $36.92 Unrealized +85.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $2,768 Shares 33,509 Est. Cost $52.49 Unrealized +29.3%
PFE PFIZER INC 0.0%
Value ($000) $2,324 Shares 44,892 Est. Cost $19.56 Unrealized +117.1%
STEELCASE INC CL A 0.0%
Value ($000) $2,274 Shares 190,268 Est. Cost $11.95 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $2,273 Shares 9,825 Est. Cost $132.50 Unrealized +63.0%
ABBV ABBVIE INC 0.0%
Value ($000) $2,219 Shares 13,686 Est. Cost $52.29 Unrealized +141.8%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2,010 Shares 10,656 Est. Cost $84.08 Unrealized +126.3%
ADBE ADOBE INC 0.0%
Value ($000) $1,989 Shares 4,365 Est. Cost $86.68 Unrealized +455.0%
ABT ABBOTT LABS 0.0%
Value ($000) $1,933 Shares 16,331 Est. Cost $46.60 Unrealized +147.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,883 Shares 36,962 Est. Cost $33.76 Unrealized +22.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,853 Shares 24,442 Est. Cost $56.22 Unrealized +28.7%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1,815 Shares 7,976 Est. Cost $67.69 Unrealized +190.9%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $1,788 Shares 15,390 Est. Cost $61.50 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,725 Shares 8,037 Est. Cost $69.80 Unrealized +175.4%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $1,678 Shares 6,713 Est. Cost $94.71 Unrealized +144.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,562 Shares 17,170 Est. Cost $47.41 Unrealized +81.3%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $1,537 Shares 32,145 Est. Cost $57.14 Unrealized -14.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,504 Shares 6,750 Est. Cost $80.39 Unrealized +143.1%
WMT WALMART INC 0.0%
Value ($000) $1,473 Shares 9,891 Est. Cost $29.90 Unrealized +49.1%
MMM 3M CO 0.0%
Value ($000) $1,076 Shares 7,226 Est. Cost $94.85 Unrealized +20.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $1,067 Shares 10,687 Est. Cost $61.45 Unrealized +45.7%
ZIMVIE INC 0.0%
Value ($000) $1,035 Shares 45,331 Est. Cost $22.83 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $1,019 Shares 3,730 Est. Cost $79.10 Unrealized +191.5%
LLY LILLY ELI & CO 0.0%
Value ($000) $986 Shares 3,444 Est. Cost $84.14 Unrealized +195.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $986 Shares 21,628 Est. Cost $60.36 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $984 Shares 4,636 Est. Cost $103.97 Unrealized +84.0%
MAS MASCO CORP 0.0%
Value ($000) $953 Shares 18,689 Est. Cost $30.03 Unrealized +83.7%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $925 Shares 11,662 Est. Cost $57.87 Unrealized +31.9%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $903 Shares 3,008 Est. Cost $278.30 Unrealized +2.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $892 Shares 5,232 Est. Cost $61.91 Unrealized +140.1%
KKR KKR & CO INC 0.0%
Value ($000) $801 Shares 13,706 Est. Cost $21.60 Unrealized +181.8%
PLD PROLOGIS INC 0.0%
Value ($000) $775 Shares 4,798 Est. Cost $34.26 Unrealized +295.4%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $759 Shares 3,540 Est. Cost $73.51 Unrealized +141.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $731 Shares 11,645 Est. Cost $33.68 Unrealized +74.1%
BROOKFIELD ASSET MGMT INC CL A 0.0%
Value ($000) $713 Shares 12,600 Est. Cost $44.34 Unrealized
BA BOEING CO 0.0%
Value ($000) $696 Shares 3,635 Est. Cost $265.96 Unrealized -24.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $690 Shares 2,790 Est. Cost $136.14 Unrealized +67.3%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $689 Shares 7,023 Est. Cost $44.47 Unrealized +96.7%
MET METLIFE INC 0.0%
Value ($000) $672 Shares 9,561 Est. Cost $37.23 Unrealized +61.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $651 Shares 7,686 Est. Cost $66.79 Unrealized +7.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $597 Shares 6,026 Est. Cost $54.61 Unrealized +58.9%
SYK STRYKER CORP 0.0%
Value ($000) $569 Shares 2,130 Est. Cost $121.45 Unrealized +104.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $563 Shares 11,625 Est. Cost $38.09 Unrealized +27.3%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $550 Shares 7,322 Est. Cost $45.83 Unrealized +50.5%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $544 Shares 21,072 Est. Cost $25.47 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $538 Shares 3,998 Est. Cost $65.95 Unrealized +100.0%
AVGO BROADCOM INC 0.0%
Value ($000) $534 Shares 848 Est. Cost $29.57 Unrealized +86.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $522 Shares 1,272 Est. Cost $354.35 Unrealized +11.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $517 Shares 4,333 Est. Cost $66.51 Unrealized +68.6%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $510 Shares 1,917 Est. Cost $151.21 Unrealized +59.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $506 Shares 4,536 Est. Cost $72.73 Unrealized +22.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $503 Shares 3,174 Est. Cost $63.11 Unrealized +125.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $481 Shares 3,908 Est. Cost $103.36 Unrealized +10.3%
AZO AUTOZONE INC 0.0%
Value ($000) $474 Shares 232 Est. Cost $650.11 Unrealized +200.6%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value ($000) $467 Shares 4,970 Est. Cost $56.79 Unrealized +45.8%
HSY HERSHEY CO 0.0%
Value ($000) $464 Shares 2,140 Est. Cost $103.98 Unrealized +77.3%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $446 Shares 8,692 Est. Cost $60.70 Unrealized -10.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $434 Shares 3,180 Est. Cost $47.96 Unrealized +128.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $418 Shares 4,412 Est. Cost $59.81 Unrealized +26.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $404 Shares 4,500 Est. Cost $62.69 Unrealized +31.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $398 Shares 1,397 Est. Cost $242.19 Unrealized +4.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $377 Shares 3,396 Est. Cost $49.21 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $368 Shares 5,004 Est. Cost $25.86 Unrealized +16.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $367 Shares 3,673 Est. Cost $48.95 Unrealized +62.7%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $363 Shares 1,976 Est. Cost $109.20 Unrealized +44.0%
DOW DOW INC 0.0%
Value ($000) $356 Shares 5,589 Est. Cost $42.20 Unrealized +14.4%
DE DEERE & CO 0.0%
Value ($000) $345 Shares 832 Est. Cost $338.51 Unrealized +7.2%
CSX CSX CORP 0.0%
Value ($000) $339 Shares 9,049 Est. Cost $27.61 Unrealized +21.3%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $334 Shares 1,346 Est. Cost $128.84 Unrealized +65.1%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $323 Shares 3,241 Est. Cost $72.75 Unrealized +8.9%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $320 Shares 1,078 Est. Cost $372.28 Unrealized -19.4%
BLACKROCK INC 0.0%
Value ($000) $306 Shares 400 Est. Cost $528.84 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $288 Shares 2,598 Est. Cost $87.53 Unrealized +7.0%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $279 Shares 3,378 Est. Cost $72.07 Unrealized
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value ($000) $272 Shares 1,125 Est. Cost $191.01 Unrealized +16.1%
SONY SONY GROUP CORPORATION SPONSOR 0.0%
Value ($000) $266 Shares 2,587 Est. Cost $123.72 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $261 Shares 1,040 Est. Cost $195.76 Unrealized +24.0%
CTVA CORTEVA INC 0.0%
Value ($000) $260 Shares 4,527 Est. Cost $42.05 Unrealized +16.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $259 Shares 1,419 Est. Cost $116.59 Unrealized +36.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $259 Shares 784 Est. Cost $282.81 Unrealized +13.1%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $250 Shares 5,021 Est. Cost $35.94 Unrealized +16.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $248 Shares 3,203 Est. Cost $69.39 Unrealized +10.1%
LINDE PLC 0.0%
Value ($000) $241 Shares 756 Est. Cost $159.52 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $235 Shares 627 Est. Cost $44.99 Unrealized -7.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $231 Shares 1,950 Est. Cost $44.14 Unrealized +159.2%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $230 Shares 1,867 Est. Cost $130.23 Unrealized -9.2%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $227 Shares 3,385 Est. Cost $57.53 Unrealized +7.7%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $217 Shares 1,021 Est. Cost $236.56 Unrealized -10.1%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $212 Shares 1,148 Est. Cost $94.12 Unrealized +85.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $211 Shares 848 Est. Cost $214.65 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $210 Shares 437 Est. Cost $341.02 Unrealized +46.5%
RADIUS HEALTH INC NEW 0.0%
Value ($000) $88 Shares 10,000 Est. Cost $8.80 Unrealized
ANTHRACITE CAP INC 0.0%
Value ($000) $0 Shares 13,772 Est. Cost Unrealized
SLUP SOLUCORP INDUSTRIES LTD 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.00 Unrealized -79.0%
GRNH GREENGRO TECHNOLOGIES 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.01 Unrealized -22.3%
EVOLUCIA INC 0.0%
Value ($000) $0 Shares 67,000 Est. Cost Unrealized
HARTCOURT COMPANIES INC NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized