Douglas Lane & Associates, LLC Diversified Active

CIK: 0001672594 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 17, 2023

Total Value ($000): $6,012,804 (100.0% shares, 0.0% debt)

Holdings (230)

QCOM QUALCOMM INC 2.8%
Value ($000) $169,562 Shares 1,329,062 Est. Cost $39.19 Unrealized +197.1%
MSFT MICROSOFT CORP 2.5%
Value ($000) $152,251 Shares 528,098 Est. Cost $46.08 Unrealized +441.4%
NVDA NVIDIA CORP 2.3%
Value ($000) $135,515 Shares 487,867 Est. Cost $15.84 Unrealized +36.5%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $122,005 Shares 936,265 Est. Cost $62.18 Unrealized +106.1%
BMY BRISTOL-MYERS SQUIBB CO 2.0%
Value ($000) $119,168 Shares 1,719,349 Est. Cost $43.87 Unrealized +40.2%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $112,484 Shares 195,159 Est. Cost $130.79 Unrealized +327.2%
AXP AMERICAN EXPRESS CO 1.9%
Value ($000) $111,749 Shares 677,473 Est. Cost $65.13 Unrealized +145.7%
GOOG ALPHABET INC CAP STK CL C 1.8%
Value ($000) $111,028 Shares 1,067,575 Est. Cost $107.04 Unrealized -10.5%
V VISA INC CL A 1.8%
Value ($000) $109,753 Shares 486,797 Est. Cost $69.78 Unrealized +212.2%
GM GENERAL MOTORS CO 1.7%
Value ($000) $99,812 Shares 2,721,159 Est. Cost $26.30 Unrealized +39.5%
MA MASTERCARD INC CL A 1.6%
Value ($000) $96,020 Shares 264,219 Est. Cost $83.42 Unrealized +328.5%
GE GENERAL ELECTRIC CO NEW 1.6%
Value ($000) $95,735 Shares 1,001,412 Est. Cost $55.61 Unrealized +18.5%
MS MORGAN STANLEY NEW 1.6%
Value ($000) $93,220 Shares 1,061,731 Est. Cost $35.39 Unrealized +139.6%
NSRGY NESTLE S A SPON ADR 1.5%
Value ($000) $91,991 Shares 753,978 Est. Cost $83.09 Unrealized
RGA REINSURANCE GROUP AMERICA INC 1.5%
Value ($000) $91,656 Shares 690,389 Est. Cost $125.64 Unrealized +12.8%
DEO DIAGEO P L C SPON ADR NEW 1.5%
Value ($000) $90,841 Shares 501,384 Est. Cost $119.04 Unrealized
DAL DELTA AIR LINES INC NEW 1.5%
Value ($000) $87,825 Shares 2,515,025 Est. Cost $40.05 Unrealized -9.9%
BX BLACKSTONE INC 1.4%
Value ($000) $85,351 Shares 971,663 Est. Cost $39.38 Unrealized +106.1%
DHR DANAHER CORP 1.4%
Value ($000) $85,329 Shares 338,553 Est. Cost $40.26 Unrealized +456.5%
ZBH ZIMMER BIOMET HOLDINGS INC 1.4%
Value ($000) $82,911 Shares 641,729 Est. Cost $118.15 Unrealized +3.5%
MAXAR TECHNOLOGIES LTD 1.4%
Value ($000) $82,782 Shares 1,621,272 Est. Cost $11.16 Unrealized
CMCSA COMCAST CORP NEW CL A 1.4%
Value ($000) $82,046 Shares 2,164,226 Est. Cost $37.76 Unrealized -8.3%
GDDY GODADDY INC CL A 1.4%
Value ($000) $81,997 Shares 1,055,025 Est. Cost $77.95 Unrealized -1.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 1.4%
Value ($000) $81,463 Shares 1,220,781 Est. Cost $58.03 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW 1.3%
Value ($000) $80,451 Shares 224,970 Est. Cost $518.65 Unrealized -28.0%
PRU PRUDENTIAL FINANCIAL INC 1.3%
Value ($000) $79,948 Shares 966,257 Est. Cost $54.20 Unrealized +52.5%
ORCL ORACLE CORP 1.3%
Value ($000) $78,876 Shares 848,855 Est. Cost $43.97 Unrealized +92.9%
BAC BANK OF AMERICA CORP 1.3%
Value ($000) $78,264 Shares 2,736,516 Est. Cost $22.30 Unrealized +37.1%
GSK GSK PLC SPONSORED ADR 1.3%
Value ($000) $76,934 Shares 2,162,290 Est. Cost $30.96 Unrealized
EQIX EQUINIX INC 1.3%
Value ($000) $75,769 Shares 105,083 Est. Cost $268.72 Unrealized +146.5%
KO COCA COLA CO 1.2%
Value ($000) $74,107 Shares 1,194,693 Est. Cost $41.17 Unrealized +34.6%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $73,237 Shares 448,864 Est. Cost $76.28 Unrealized +94.6%
LOW LOWE'S COS INC 1.2%
Value ($000) $71,584 Shares 357,974 Est. Cost $70.88 Unrealized +171.2%
IFF INTERNATIONAL FLAVORS & FRAGRA 1.2%
Value ($000) $70,982 Shares 771,877 Est. Cost $103.42 Unrealized -11.4%
ILMN ILLUMINA INC 1.2%
Value ($000) $70,515 Shares 303,225 Est. Cost $152.58 Unrealized +34.1%
TDG TRANSDIGM GROUP INC 1.1%
Value ($000) $68,506 Shares 92,946 Est. Cost $501.03 Unrealized +21.9%
AES AES CORP 1.1%
Value ($000) $68,379 Shares 2,839,667 Est. Cost $14.75 Unrealized +51.7%
STZ CONSTELLATION BRANDS INC CL A 1.1%
Value ($000) $67,604 Shares 299,279 Est. Cost $168.75 Unrealized +25.0%
SHEL SHELL PLC 1.1%
Value ($000) $67,472 Shares 1,172,616 Est. Cost $54.93 Unrealized
IR INGERSOLL-RAND PLC SHS 1.1%
Value ($000) $66,723 Shares 1,146,829 Est. Cost $35.84 Unrealized +56.8%
AMT AMERICAN TOWER CORP NEW 1.1%
Value ($000) $64,546 Shares 315,875 Est. Cost $127.29 Unrealized +48.9%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $63,964 Shares 412,671 Est. Cost $130.02 Unrealized +13.7%
EOG EOG RESOURCES INC 1.0%
Value ($000) $62,660 Shares 546,631 Est. Cost $58.96 Unrealized +85.4%
DIS DISNEY WALT CO 1.0%
Value ($000) $58,982 Shares 589,050 Est. Cost $111.83 Unrealized -11.9%
CVS CVS HEALTH CORP 1.0%
Value ($000) $58,679 Shares 789,655 Est. Cost $61.44 Unrealized +22.4%
USB US BANCORP DEL NEW 1.0%
Value ($000) $58,525 Shares 1,623,450 Est. Cost $30.86 Unrealized +25.2%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $58,328 Shares 305,192 Est. Cost $87.52 Unrealized +101.8%
MRK MERCK & CO INC 0.9%
Value ($000) $55,700 Shares 523,548 Est. Cost $43.81 Unrealized +125.3%
HLN HALEON PLC 0.9%
Value ($000) $54,243 Shares 6,663,769 Est. Cost $7.33 Unrealized
META META PLATFORMS INC CL A 0.9%
Value ($000) $52,229 Shares 246,433 Est. Cost $156.02 Unrealized +8.4%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $45,393 Shares 597,751 Est. Cost $57.77 Unrealized +33.0%
AL AIR LEASE CORP CL A 0.7%
Value ($000) $45,037 Shares 1,143,933 Est. Cost $26.24 Unrealized +51.3%
TFC TRUIST FINANCIAL CORP 0.7%
Value ($000) $44,478 Shares 1,304,333 Est. Cost $40.06 Unrealized -6.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.7%
Value ($000) $40,144 Shares 306,229 Est. Cost $99.79 Unrealized +21.0%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $39,190 Shares 1,236,286 Est. Cost $34.39 Unrealized -7.8%
EIX EDISON INTERNATIONAL 0.6%
Value ($000) $38,540 Shares 545,974 Est. Cost $51.20 Unrealized +15.6%
PIONEER NATURAL RESOURCES CO 0.6%
Value ($000) $36,994 Shares 181,129 Est. Cost $122.70 Unrealized
RACE FERRARI N V 0.6%
Value ($000) $36,809 Shares 135,856 Est. Cost $211.04 Unrealized +21.0%
M MACYS INC 0.6%
Value ($000) $36,750 Shares 2,101,197 Est. Cost $19.35 Unrealized +9.4%
FCX FREEPORT-MCMORAN INC CL B 0.6%
Value ($000) $36,713 Shares 897,399 Est. Cost $33.70 Unrealized +18.7%
APTIV PLC SHS 0.6%
Value ($000) $36,513 Shares 325,454 Est. Cost $84.52 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $36,496 Shares 221,320 Est. Cost $89.05 Unrealized +63.4%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $34,889 Shares 710,576 Est. Cost $29.30 Unrealized +68.6%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $34,644 Shares 73,307 Est. Cost $226.08 Unrealized +102.3%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $34,280 Shares 77,786 Est. Cost $385.14 Unrealized +10.2%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $33,330 Shares 321,319 Est. Cost $106.28 Unrealized -10.4%
SJM SMUCKER J M CO NEW 0.5%
Value ($000) $32,945 Shares 209,347 Est. Cost $97.40 Unrealized +40.7%
APA APA CORP 0.5%
Value ($000) $32,653 Shares 905,517 Est. Cost $16.01 Unrealized +125.6%
BABA ALIBABA GROUP HOLDING LTD SPON 0.5%
Value ($000) $32,207 Shares 315,200 Est. Cost $187.64 Unrealized
MRNA MODERNA INC 0.5%
Value ($000) $31,689 Shares 206,333 Est. Cost $170.20 Unrealized -3.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.5%
Value ($000) $30,727 Shares 374,583 Est. Cost $71.08 Unrealized 0.0%
C CITIGROUP INC NEW 0.5%
Value ($000) $30,672 Shares 654,127 Est. Cost $48.28 Unrealized -8.3%
F FORD MOTOR CO 0.5%
Value ($000) $30,403 Shares 2,412,957 Est. Cost $6.67 Unrealized +52.9%
MPC MARATHON PETROLEUM CORP 0.5%
Value ($000) $29,581 Shares 219,398 Est. Cost $28.35 Unrealized +314.7%
STEELCASE INC CL A 0.5%
Value ($000) $29,096 Shares 3,455,636 Est. Cost $10.45 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.5%
Value ($000) $28,236 Shares 252,179 Est. Cost $88.88 Unrealized +14.7%
GXO GXO LOGISTICS INC 0.5%
Value ($000) $28,107 Shares 557,022 Est. Cost $75.70 Unrealized -34.3%
XPO XPO INC 0.5%
Value ($000) $28,003 Shares 877,843 Est. Cost $18.00 Unrealized +100.0%
LW LAMB WESTON HOLDINGS INC 0.5%
Value ($000) $27,789 Shares 265,870 Est. Cost $59.07 Unrealized +58.7%
VMC VULCAN MATERIALS CO 0.5%
Value ($000) $27,337 Shares 159,346 Est. Cost $109.15 Unrealized +59.1%
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.5%
Value ($000) $27,317 Shares 555,824 Est. Cost $70.63 Unrealized
RBLX ROBLOX CORP CL A 0.4%
Value ($000) $27,039 Shares 601,141 Est. Cost $80.34 Unrealized -52.4%
SSYS STRATASYS LTD SHS 0.4%
Value ($000) $26,562 Shares 1,606,913 Est. Cost $20.28 Unrealized -30.5%
KIM KIMCO REALTY CORP 0.4%
Value ($000) $26,231 Shares 1,343,119 Est. Cost $12.97 Unrealized +37.6%
VRSN VERISIGN INC 0.4%
Value ($000) $25,618 Shares 121,222 Est. Cost $205.53 Unrealized -0.6%
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $24,701 Shares 205,071 Est. Cost $93.95 Unrealized +23.1%
PEP PEPSICO INC 0.4%
Value ($000) $24,586 Shares 134,864 Est. Cost $76.19 Unrealized +108.3%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.4%
Value ($000) $24,439 Shares 166,742 Est. Cost $114.95 Unrealized +18.6%
AMZN AMAZON.COM INC 0.4%
Value ($000) $24,020 Shares 232,552 Est. Cost $122.98 Unrealized -21.4%
ELAN ELANCO ANIMAL HEALTH INC 0.4%
Value ($000) $23,170 Shares 2,464,946 Est. Cost $26.47 Unrealized -55.4%
NORDSTROM INC 0.4%
Value ($000) $21,099 Shares 1,296,822 Est. Cost $29.74 Unrealized
AA ALCOA CORP 0.4%
Value ($000) $21,062 Shares 494,887 Est. Cost $43.25 Unrealized +7.5%
UAL UNITED AIRLINES HOLDINGS INC 0.3%
Value ($000) $20,104 Shares 454,338 Est. Cost $51.26 Unrealized -6.5%
NVS NOVARTIS A G SPON ADR 0.3%
Value ($000) $19,136 Shares 208,004 Est. Cost $80.65 Unrealized
ADSK AUTODESK INC 0.3%
Value ($000) $18,588 Shares 89,297 Est. Cost $244.98 Unrealized -16.0%
RXO INC 0.3%
Value ($000) $18,415 Shares 937,618 Est. Cost $17.47 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $18,253 Shares 226,524 Est. Cost $91.14 Unrealized -17.7%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $18,120 Shares 74,429 Est. Cost $74.68 Unrealized +191.5%
KD KYNDRYL HOLDINGS INC 0.3%
Value ($000) $18,047 Shares 1,222,693 Est. Cost $12.81 Unrealized +10.8%
FLEETCOR TECHNOLOGIES INC 0.3%
Value ($000) $17,034 Shares 80,787 Est. Cost $260.81 Unrealized
WBD WARNER BROS. DISCOVERY INC 0.3%
Value ($000) $15,838 Shares 1,048,851 Est. Cost $13.16 Unrealized +8.2%
IHRT IHEARTMEDIA INC CL A 0.3%
Value ($000) $15,722 Shares 4,031,373 Est. Cost $12.64 Unrealized -49.5%
EXPD EXPEDITORS INTL INC 0.3%
Value ($000) $15,566 Shares 141,356 Est. Cost $40.40 Unrealized +159.2%
CB CHUBB LIMITED 0.2%
Value ($000) $13,467 Shares 69,352 Est. Cost $124.54 Unrealized +62.8%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $13,194 Shares 252,402 Est. Cost $18.95 Unrealized +136.7%
MLM MARTIN MARIETTA MATERIALS INC 0.2%
Value ($000) $12,578 Shares 35,424 Est. Cost $205.77 Unrealized +67.6%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $11,853 Shares 48,093 Est. Cost $80.09 Unrealized +200.5%
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $11,532 Shares 396,570 Est. Cost $22.74 Unrealized +38.3%
ISRG INTUITIVE SURGICAL INC NEW 0.2%
Value ($000) $11,485 Shares 44,956 Est. Cost $281.94 Unrealized -12.6%
OGN ORGANON & CO 0.2%
Value ($000) $10,955 Shares 465,767 Est. Cost $24.35 Unrealized -4.4%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.2%
Value ($000) $10,749 Shares 37,609 Est. Cost $89.90 Unrealized +190.7%
HD HOME DEPOT INC 0.2%
Value ($000) $9,264 Shares 31,389 Est. Cost $184.02 Unrealized +54.7%
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.1%
Value ($000) $8,913 Shares 637,125 Est. Cost $83.93 Unrealized +22.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $8,913 Shares 22,520 Est. Cost $102.79 Unrealized +296.6%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $7,736 Shares 422,046 Est. Cost $19.80 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $6,068 Shares 43,467 Est. Cost $42.70 Unrealized +188.1%
ECL ECOLAB INC 0.1%
Value ($000) $5,715 Shares 34,524 Est. Cost $151.79 Unrealized -0.5%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value ($000) $5,448 Shares 17,643 Est. Cost $183.79 Unrealized +67.7%
MLKN MILLERKNOLL INC 0.1%
Value ($000) $5,331 Shares 260,682 Est. Cost $19.66 Unrealized +3.1%
IT GARTNER INC 0.1%
Value ($000) $4,561 Shares 14,001 Est. Cost $230.16 Unrealized +43.6%
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value ($000) $4,526 Shares 306,820 Est. Cost $26.41 Unrealized -41.0%
ALC ALCON INC ORD SHS 0.1%
Value ($000) $4,498 Shares 63,769 Est. Cost $63.23 Unrealized +11.4%
T AT&T INC 0.1%
Value ($000) $4,214 Shares 218,911 Est. Cost $15.65 Unrealized +4.5%
AMGN AMGEN INC 0.1%
Value ($000) $3,622 Shares 14,982 Est. Cost $110.79 Unrealized +102.2%
NYT NEW YORK TIMES CO CL A 0.1%
Value ($000) $3,561 Shares 91,599 Est. Cost $43.14 Unrealized -17.4%
SAFE SAFEHOLD INC 0.1%
Value ($000) $3,294 Shares 112,147 Est. Cost $29.37 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $3,268 Shares 21,982 Est. Cost $63.46 Unrealized +109.9%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $3,268 Shares 6,577 Est. Cost $231.56 Unrealized +103.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $3,244 Shares 29,579 Est. Cost $53.10 Unrealized +88.7%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $2,972 Shares 81,419 Est. Cost $39.69 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $2,863 Shares 5,247 Est. Cost $249.90 Unrealized +105.4%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $2,272 Shares 69,832 Est. Cost $35.87 Unrealized -11.2%
MOMENTIVE GLOBAL INC 0.0%
Value ($000) $2,139 Shares 229,560 Est. Cost $20.28 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $2,037 Shares 8,915 Est. Cost $134.72 Unrealized +41.5%
ABBV ABBVIE INC 0.0%
Value ($000) $1,937 Shares 12,155 Est. Cost $54.44 Unrealized +153.7%
PFE PFIZER INC 0.0%
Value ($000) $1,924 Shares 47,147 Est. Cost $20.96 Unrealized +74.4%
CORE LABORATORIES 0.0%
Value ($000) $1,855 Shares 84,132 Est. Cost $32.55 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,729 Shares 23,009 Est. Cost $56.22 Unrealized +23.8%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $1,692 Shares 5,891 Est. Cost $94.71 Unrealized +185.2%
INTC INTEL CORP 0.0%
Value ($000) $1,648 Shares 50,441 Est. Cost $24.75 Unrealized +11.2%
ABT ABBOTT LABS 0.0%
Value ($000) $1,618 Shares 15,983 Est. Cost $48.59 Unrealized +105.8%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.0%
Value ($000) $1,584 Shares 28,042 Est. Cost $51.54 Unrealized +11.8%
ADBE ADOBE INC 0.0%
Value ($000) $1,481 Shares 3,844 Est. Cost $91.72 Unrealized +287.5%
WMT WALMART INC 0.0%
Value ($000) $1,476 Shares 10,012 Est. Cost $30.63 Unrealized +49.5%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1,462 Shares 6,568 Est. Cost $67.69 Unrealized +212.4%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,452 Shares 16,988 Est. Cost $46.98 Unrealized +53.2%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $1,351 Shares 13,529 Est. Cost $61.96 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,334 Shares 12,808 Est. Cost $47.41 Unrealized +104.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,271 Shares 5,555 Est. Cost $80.39 Unrealized +186.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,224 Shares 31,467 Est. Cost $33.76 Unrealized -3.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,174 Shares 6,121 Est. Cost $69.80 Unrealized +154.7%
LLY LILLY ELI & CO 0.0%
Value ($000) $1,171 Shares 3,411 Est. Cost $96.46 Unrealized +242.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $1,082 Shares 6,503 Est. Cost $98.85 Unrealized +60.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $919 Shares 5,520 Est. Cost $75.88 Unrealized +110.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $874 Shares 12,542 Est. Cost $35.48 Unrealized +72.3%
BA BOEING CO 0.0%
Value ($000) $830 Shares 3,908 Est. Cost $257.32 Unrealized -19.3%
STHO STAR HOLDINGS SHS BEN INT 0.0%
Value ($000) $829 Shares 47,672 Est. Cost $19.43 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $812 Shares 4,901 Est. Cost $105.64 Unrealized +40.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $778 Shares 14,976 Est. Cost $60.36 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $762 Shares 9,155 Est. Cost $61.45 Unrealized +15.7%
FTV FORTIVE CORP 0.0%
Value ($000) $758 Shares 11,112 Est. Cost $36.53 Unrealized +36.0%
KKR KKR & CO INC 0.0%
Value ($000) $743 Shares 14,153 Est. Cost $22.73 Unrealized +131.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $706 Shares 3,510 Est. Cost $79.10 Unrealized +139.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $684 Shares 2,447 Est. Cost $161.66 Unrealized +55.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $673 Shares 8,727 Est. Cost $68.10 Unrealized +3.7%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $642 Shares 7,661 Est. Cost $46.57 Unrealized +59.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $630 Shares 3,245 Est. Cost $76.94 Unrealized +105.5%
MMM 3M CO 0.0%
Value ($000) $573 Shares 5,453 Est. Cost $94.85 Unrealized -10.5%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $569 Shares 6,525 Est. Cost $45.38 Unrealized +82.0%
SYK STRYKER CORP 0.0%
Value ($000) $568 Shares 1,991 Est. Cost $121.45 Unrealized +112.2%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $561 Shares 3,437 Est. Cost $73.92 Unrealized +98.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $555 Shares 5,665 Est. Cost $54.61 Unrealized +69.0%
NKE NIKE INC CL B 0.0%
Value ($000) $549 Shares 4,477 Est. Cost $70.64 Unrealized +65.2%
PLD PROLOGIS INC 0.0%
Value ($000) $527 Shares 4,224 Est. Cost $38.16 Unrealized +193.3%
MET METLIFE INC 0.0%
Value ($000) $506 Shares 8,739 Est. Cost $38.58 Unrealized +60.1%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value ($000) $492 Shares 5,062 Est. Cost $58.43 Unrealized +48.8%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $487 Shares 18,810 Est. Cost $25.47 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $482 Shares 3,590 Est. Cost $103.36 Unrealized +12.5%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $462 Shares 1,508 Est. Cost $278.30 Unrealized +13.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $456 Shares 1,383 Est. Cost $351.50 Unrealized -9.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $455 Shares 1,321 Est. Cost $350.01 Unrealized -1.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $440 Shares 11,763 Est. Cost $38.19 Unrealized +6.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $427 Shares 4,428 Est. Cost $74.11 Unrealized +19.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $422 Shares 1,706 Est. Cost $151.21 Unrealized +53.6%
HSY HERSHEY CO 0.0%
Value ($000) $416 Shares 1,635 Est. Cost $103.98 Unrealized +108.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $401 Shares 2,521 Est. Cost $49.21 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $401 Shares 4,187 Est. Cost $59.81 Unrealized +41.8%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $399 Shares 12,250 Est. Cost $21.90 Unrealized +0.7%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $387 Shares 10,575 Est. Cost $57.14 Unrealized -32.4%
AVGO BROADCOM INC 0.0%
Value ($000) $381 Shares 594 Est. Cost $29.87 Unrealized +92.8%
AZO AUTOZONE INC 0.0%
Value ($000) $376 Shares 153 Est. Cost $650.11 Unrealized +275.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $356 Shares 3,106 Est. Cost $47.96 Unrealized +117.5%
DE DEERE & CO 0.0%
Value ($000) $348 Shares 843 Est. Cost $340.94 Unrealized +16.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $344 Shares 3,466 Est. Cost $53.81 Unrealized +84.9%
MAS MASCO CORP 0.0%
Value ($000) $338 Shares 6,796 Est. Cost $30.03 Unrealized +62.9%
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $337 Shares 3,699 Est. Cost $74.73 Unrealized +9.8%
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value ($000) $335 Shares 1,171 Est. Cost $192.98 Unrealized +32.3%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $321 Shares 4,100 Est. Cost $66.51 Unrealized +21.7%
INTU INTUIT INC 0.0%
Value ($000) $320 Shares 717 Est. Cost $388.88 Unrealized +3.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $310 Shares 4,315 Est. Cost $25.86 Unrealized +10.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $309 Shares 3,721 Est. Cost $71.23 Unrealized +4.9%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $302 Shares 1,424 Est. Cost $240.01 Unrealized -9.7%
DOW DOW INC 0.0%
Value ($000) $291 Shares 5,308 Est. Cost $42.20 Unrealized +12.1%
BLACKROCK INC 0.0%
Value ($000) $284 Shares 425 Est. Cost $538.12 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $274 Shares 1,040 Est. Cost $218.18 Unrealized +13.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $274 Shares 4,500 Est. Cost $62.69 Unrealized -4.7%
PLUG PLUG POWER INC 0.0%
Value ($000) $270 Shares 23,059 Est. Cost $14.30 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $269 Shares 4,464 Est. Cost $42.43 Unrealized +39.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $268 Shares 819 Est. Cost $283.19 Unrealized +14.3%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $267 Shares 1,437 Est. Cost $109.20 Unrealized +47.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $263 Shares 556 Est. Cost $428.19 Unrealized +1.2%
KMI KINDER MORGAN INC 0.0%
Value ($000) $261 Shares 14,885 Est. Cost $15.18 Unrealized +0.4%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $260 Shares 3,378 Est. Cost $72.07 Unrealized
CSX CSX CORP 0.0%
Value ($000) $256 Shares 8,549 Est. Cost $27.61 Unrealized +6.7%
LIN LINDE PLC SHS 0.0%
Value ($000) $243 Shares 683 Est. Cost $322.30 Unrealized 0.0%
HUBB HUBBELL INC 0.0%
Value ($000) $231 Shares 950 Est. Cost $199.94 Unrealized +15.0%
NFLX NETFLIX INC 0.0%
Value ($000) $229 Shares 663 Est. Cost $33.09 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $228 Shares 997 Est. Cost $228.84 Unrealized -4.8%
SONY SONY GROUP CORPORATION SPONSOR 0.0%
Value ($000) $219 Shares 2,412 Est. Cost $90.65 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $215 Shares 3,345 Est. Cost $57.53 Unrealized +6.2%
AGNC AGNC INVT CORP 0.0%
Value ($000) $193 Shares 19,100 Est. Cost $10.35 Unrealized
GERN GERON CORP 0.0%
Value ($000) $178 Shares 81,900 Est. Cost $2.24 Unrealized +26.8%
SVB FINANCIAL GROUP 0.0%
Value ($000) $124 Shares 136,643 Est. Cost $202.20 Unrealized
TACT TRANSACT TECHNOLOGIES 0.0%
Value ($000) $75 Shares 12,081 Est. Cost $5.53 Unrealized +25.4%
THE CONNOR GROUP DEBT FUND XVI 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $3.22 Unrealized -22.3%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC S 0.0%
Value ($000) $14 Shares 13,000 Est. Cost $1.46 Unrealized
LQMT LIQUIDMETAL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized -26.6%
SLUP SOLUCORP INDUSTRIES LTD 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.00 Unrealized -91.8%
HARTCOURT COMPANIES INC NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized