FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

CIK: 0001119254 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 15, 2023

Total Value ($000): $1,127,325 (100.0% shares, 0.0% debt)

Holdings (175)

AAPL APPLE INC 4.0%
Value ($000) $45,604 Shares 350,992 Est. Cost $148.51 Unrealized -5.3%
MSFT MICROSOFT CORP 4.0%
Value ($000) $45,448 Shares 189,509 Est. Cost $90.51 Unrealized +158.6%
AGG ISHARES TR 3.0%
Value ($000) $34,152 Shares 352,119 Est. Cost $113.70 Unrealized
IVV ISHARES TR 3.0%
Value ($000) $34,112 Shares 88,785 Est. Cost $355.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.9%
Value ($000) $32,858 Shares 106,372 Est. Cost $313.43 Unrealized -5.2%
UNH UNITEDHEALTH GROUP INC 2.7%
Value ($000) $30,687 Shares 57,880 Est. Cost $140.44 Unrealized +256.3%
PGR PROGRESSIVE CORP 2.6%
Value ($000) $29,607 Shares 228,255 Est. Cost $71.14 Unrealized +62.6%
IWM ISHARES TR 2.4%
Value ($000) $26,931 Shares 154,459 Est. Cost $176.98 Unrealized
IJH ISHARES TR 2.3%
Value ($000) $26,235 Shares 108,460 Est. Cost $220.71 Unrealized
DHR DANAHER CORPORATION 2.3%
Value ($000) $25,928 Shares 97,686 Est. Cost $83.02 Unrealized +174.8%
LLY LILLY ELI & CO 2.3%
Value ($000) $25,510 Shares 69,731 Est. Cost $129.85 Unrealized +166.3%
V VISA INC 2.2%
Value ($000) $25,268 Shares 121,623 Est. Cost $99.64 Unrealized +97.7%
NEE NEXTERA ENERGY INC 2.1%
Value ($000) $23,250 Shares 278,108 Est. Cost $56.69 Unrealized +30.2%
LOW LOWES COS INC 2.0%
Value ($000) $22,658 Shares 113,722 Est. Cost $62.75 Unrealized +199.9%
GOOGL ALPHABET INC 2.0%
Value ($000) $22,466 Shares 254,627 Est. Cost $106.93 Unrealized -11.8%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $20,773 Shares 117,595 Est. Cost $84.23 Unrealized +86.5%
CWB SPDR SER TR 1.8%
Value ($000) $20,149 Shares 313,169 Est. Cost $58.09 Unrealized
LQD ISHARES TR 1.6%
Value ($000) $18,448 Shares 174,979 Est. Cost $128.42 Unrealized
PNC PNC FINL SVCS GROUP INC 1.6%
Value ($000) $18,254 Shares 115,578 Est. Cost $84.32 Unrealized +65.1%
HRB BLOCK H & R INC 1.6%
Value ($000) $17,753 Shares 486,258 Est. Cost $27.71 Unrealized +33.5%
MCD MCDONALDS CORP 1.6%
Value ($000) $17,588 Shares 66,740 Est. Cost $169.41 Unrealized +44.8%
AMT AMERICAN TOWER CORP NEW 1.5%
Value ($000) $17,066 Shares 80,553 Est. Cost $133.00 Unrealized +40.4%
CHD CHURCH & DWIGHT CO INC 1.5%
Value ($000) $16,886 Shares 209,481 Est. Cost $47.92 Unrealized +54.3%
SJNK SPDR SER TR 1.5%
Value ($000) $16,831 Shares 694,336 Est. Cost $26.92 Unrealized
SPYD SPDR SER TR 1.5%
Value ($000) $16,774 Shares 423,791 Est. Cost $38.75 Unrealized
ROP ROPER TECHNOLOGIES INC 1.5%
Value ($000) $16,571 Shares 38,352 Est. Cost $257.37 Unrealized +57.0%
XEL XCEL ENERGY INC 1.5%
Value ($000) $16,542 Shares 235,949 Est. Cost $49.50 Unrealized +20.4%
LINDE PLC 1.5%
Value ($000) $16,540 Shares 50,707 Est. Cost $196.44 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $16,333 Shares 42,709 Est. Cost $336.94 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $16,233 Shares 193,255 Est. Cost $121.48 Unrealized -18.7%
ACN ACCENTURE PLC IRELAND 1.4%
Value ($000) $16,107 Shares 60,363 Est. Cost $163.40 Unrealized +61.6%
TIP ISHARES TR 1.4%
Value ($000) $15,608 Shares 146,639 Est. Cost $120.57 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $15,108 Shares 93,482 Est. Cost $89.68 Unrealized +53.0%
PEP PEPSICO INC 1.2%
Value ($000) $14,033 Shares 77,679 Est. Cost $69.74 Unrealized +130.7%
UNP UNION PAC CORP 1.2%
Value ($000) $13,997 Shares 67,594 Est. Cost $98.66 Unrealized +92.8%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $13,849 Shares 77,160 Est. Cost $74.91 Unrealized +104.6%
CLX CLOROX CO DEL 1.2%
Value ($000) $13,589 Shares 96,835 Est. Cost $87.99 Unrealized +45.3%
USB US BANCORP DEL 1.2%
Value ($000) $13,417 Shares 307,666 Est. Cost $34.77 Unrealized +5.6%
HON HONEYWELL INTL INC 1.2%
Value ($000) $13,358 Shares 62,335 Est. Cost $125.28 Unrealized +42.7%
PFF ISHARES TR 1.2%
Value ($000) $13,078 Shares 428,355 Est. Cost $38.55 Unrealized
EXR EXTRA SPACE STORAGE INC 1.1%
Value ($000) $12,531 Shares 85,144 Est. Cost $139.23 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.1%
Value ($000) $11,933 Shares 118,244 Est. Cost $88.52 Unrealized -1.0%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $10,877 Shares 65,834 Est. Cost $168.92 Unrealized -10.1%
DEO DIAGEO PLC 1.0%
Value ($000) $10,799 Shares 60,604 Est. Cost $177.69 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $10,107 Shares 135,683 Est. Cost $68.75 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $9,344 Shares 117,391 Est. Cost $40.07 Unrealized +76.5%
CRM SALESFORCE INC 0.8%
Value ($000) $9,315 Shares 70,257 Est. Cost $181.25 Unrealized -20.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $9,113 Shares 67,944 Est. Cost $150.50 Unrealized -10.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value ($000) $9,023 Shares 26,813 Est. Cost $407.99 Unrealized -21.6%
EL LAUDER ESTEE COS INC 0.8%
Value ($000) $8,503 Shares 34,272 Est. Cost $206.92 Unrealized +2.0%
PFE PFIZER INC 0.7%
Value ($000) $8,391 Shares 163,762 Est. Cost $18.79 Unrealized +113.8%
IEF ISHARES TR 0.7%
Value ($000) $8,246 Shares 86,097 Est. Cost $113.39 Unrealized
NKE NIKE INC 0.7%
Value ($000) $7,880 Shares 67,344 Est. Cost $62.37 Unrealized +52.8%
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $7,094 Shares 46,718 Est. Cost $168.96 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $7,079 Shares 179,671 Est. Cost $31.18 Unrealized -1.3%
ISHARES TR 0.6%
Value ($000) $7,062 Shares 282,124 Est. Cost $25.88 Unrealized
ISHARES TR 0.6%
Value ($000) $7,004 Shares 286,818 Est. Cost $25.97 Unrealized
ISHARES TR 0.6%
Value ($000) $6,713 Shares 276,040 Est. Cost $26.36 Unrealized
ALB ALBEMARLE CORP 0.6%
Value ($000) $6,525 Shares 30,087 Est. Cost $225.10 Unrealized +13.1%
MUB ISHARES TR 0.5%
Value ($000) $5,437 Shares 51,523 Est. Cost $114.55 Unrealized
IBDR ISHARES TR 0.5%
Value ($000) $5,424 Shares 232,310 Est. Cost $25.80 Unrealized
OEF ISHARES TR 0.5%
Value ($000) $5,286 Shares 30,990 Est. Cost $219.12 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $4,385 Shares 31,042 Est. Cost $106.26 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $4,134 Shares 60,524 Est. Cost $110.54 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $3,439 Shares 27,921 Est. Cost $267.72 Unrealized -29.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,723 Shares 24,686 Est. Cost $61.70 Unrealized +56.1%
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,663 Shares 51,421 Est. Cost $62.81 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,400 Shares 61,573 Est. Cost $49.60 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $2,349 Shares 19,482 Est. Cost $99.05 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $2,181 Shares 8,305 Est. Cost $221.96 Unrealized +9.4%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,106 Shares 7,910 Est. Cost $279.61 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $1,796 Shares 26,633 Est. Cost $48.39 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,718 Shares 24,410 Est. Cost $73.69 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,560 Shares 14,208 Est. Cost $105.65 Unrealized -7.6%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,478 Shares 17,920 Est. Cost $111.84 Unrealized
IBDS ISHARES TR 0.1%
Value ($000) $1,466 Shares 62,718 Est. Cost $24.56 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,440 Shares 9,502 Est. Cost $106.58 Unrealized +21.8%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,394 Shares 21,247 Est. Cost $52.73 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,359 Shares 2,491 Est. Cost $324.24 Unrealized +52.7%
IWN ISHARES TR 0.1%
Value ($000) $1,342 Shares 9,674 Est. Cost $133.41 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,331 Shares 2,915 Est. Cost $364.23 Unrealized +28.7%
MRK MERCK & CO INC 0.1%
Value ($000) $1,293 Shares 11,654 Est. Cost $65.26 Unrealized +42.2%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,253 Shares 8,415 Est. Cost $114.10 Unrealized +30.7%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,246 Shares 30,754 Est. Cost $59.90 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,218 Shares 29,026 Est. Cost $50.37 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,208 Shares 8,898 Est. Cost $110.64 Unrealized +1.9%
KO COCA COLA CO 0.1%
Value ($000) $1,126 Shares 17,702 Est. Cost $36.81 Unrealized +49.2%
IWO ISHARES TR 0.1%
Value ($000) $1,106 Shares 5,154 Est. Cost $197.78 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,090 Shares 12,290 Est. Cost $109.21 Unrealized -13.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,073 Shares 4,390 Est. Cost $214.99 Unrealized +2.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,067 Shares 7,953 Est. Cost $105.75 Unrealized +11.3%
HD HOME DEPOT INC 0.1%
Value ($000) $1,066 Shares 3,376 Est. Cost $222.51 Unrealized +26.4%
EFG ISHARES TR 0.1%
Value ($000) $950 Shares 11,342 Est. Cost $105.97 Unrealized
BA BOEING CO 0.1%
Value ($000) $931 Shares 4,887 Est. Cost $147.52 Unrealized +10.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $895 Shares 8,695 Est. Cost $78.08 Unrealized +8.6%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $891 Shares 19,726 Est. Cost $45.15 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $880 Shares 4,604 Est. Cost $201.40 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $811 Shares 6,518 Est. Cost $59.11 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $793 Shares 2,801 Est. Cost $285.37 Unrealized -7.0%
IBDT ISHARES TR 0.1%
Value ($000) $784 Shares 32,290 Est. Cost $23.96 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $741 Shares 3,521 Est. Cost $192.06 Unrealized
MMM 3M CO 0.1%
Value ($000) $697 Shares 5,813 Est. Cost $118.04 Unrealized -23.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $674 Shares 2,813 Est. Cost $196.17 Unrealized +5.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $642 Shares 6,475 Est. Cost $83.01 Unrealized +5.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $612 Shares 7,042 Est. Cost $143.13 Unrealized -34.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $590 Shares 12,388 Est. Cost $30.22 Unrealized +37.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $544 Shares 4,953 Est. Cost $140.20 Unrealized -22.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $544 Shares 1,117 Est. Cost $338.42 Unrealized +26.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $514 Shares 1,610 Est. Cost $253.95 Unrealized +23.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $501 Shares 4,445 Est. Cost $88.74 Unrealized +12.9%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $495 Shares 4,413 Est. Cost $104.70 Unrealized -2.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $492 Shares 8,024 Est. Cost $58.29 Unrealized -7.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $490 Shares 2,961 Est. Cost $148.77 Unrealized +4.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $481 Shares 3,411 Est. Cost $107.05 Unrealized +14.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $479 Shares 7,181 Est. Cost $30.67 Unrealized +89.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $464 Shares 1,870 Est. Cost $228.84 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $453 Shares 823 Est. Cost $616.28 Unrealized -14.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $450 Shares 1,697 Est. Cost $280.83 Unrealized -13.2%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $438 Shares 4,615 Est. Cost $86.63 Unrealized -6.6%
DE DEERE & CO 0.0%
Value ($000) $437 Shares 1,020 Est. Cost $368.53 Unrealized +5.5%
MET METLIFE INC 0.0%
Value ($000) $436 Shares 6,026 Est. Cost $65.10 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $434 Shares 5,841 Est. Cost $85.35 Unrealized
BLACKROCK INC 0.0%
Value ($000) $417 Shares 588 Est. Cost $757.17 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $412 Shares 930 Est. Cost $371.83 Unrealized
T AT&T INC 0.0%
Value ($000) $406 Shares 22,077 Est. Cost $15.11 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $397 Shares 5,655 Est. Cost $47.64 Unrealized +34.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $396 Shares 1,607 Est. Cost $188.95 Unrealized +16.7%
GLD SPDR GOLD TR 0.0%
Value ($000) $395 Shares 2,327 Est. Cost $162.14 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $379 Shares 2,887 Est. Cost $117.53 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $376 Shares 5,000 Est. Cost $79.89 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $367 Shares 715 Est. Cost $469.47 Unrealized +3.2%
IEI ISHARES TR 0.0%
Value ($000) $367 Shares 3,191 Est. Cost $127.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $365 Shares 5,075 Est. Cost $51.85 Unrealized +25.8%
INTC INTEL CORP 0.0%
Value ($000) $360 Shares 13,618 Est. Cost $30.48 Unrealized -12.6%
IJR ISHARES TR 0.0%
Value ($000) $359 Shares 3,794 Est. Cost $93.52 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $359 Shares 8,339 Est. Cost $37.08 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $348 Shares 1,195 Est. Cost $286.25 Unrealized -3.8%
ASML ASML HOLDING N V 0.0%
Value ($000) $331 Shares 605 Est. Cost $604.69 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $328 Shares 3,522 Est. Cost $85.94 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $327 Shares 4,145 Est. Cost $63.40 Unrealized +10.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $327 Shares 5,055 Est. Cost $64.40 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $316 Shares 2,141 Est. Cost $157.33 Unrealized -9.5%
MRNA MODERNA INC 0.0%
Value ($000) $315 Shares 1,755 Est. Cost $107.33 Unrealized +52.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $312 Shares 4,810 Est. Cost $93.61 Unrealized -29.5%
WMT WALMART INC 0.0%
Value ($000) $311 Shares 2,195 Est. Cost $43.64 Unrealized +4.6%
CPRT COPART INC 0.0%
Value ($000) $307 Shares 5,036 Est. Cost $29.05 Unrealized +3.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $302 Shares 8,165 Est. Cost $40.30 Unrealized 0.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $296 Shares 892 Est. Cost $200.81 Unrealized +48.8%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $290 Shares 2,381 Est. Cost $169.82 Unrealized -28.3%
O REALTY INCOME CORP 0.0%
Value ($000) $289 Shares 4,560 Est. Cost $55.33 Unrealized -5.6%
ZTS ZOETIS INC 0.0%
Value ($000) $270 Shares 1,845 Est. Cost $151.85 Unrealized -5.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $270 Shares 3,472 Est. Cost $73.46 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $268 Shares 1,833 Est. Cost $25.27 Unrealized -42.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $261 Shares 1,099 Est. Cost $226.28 Unrealized -0.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $258 Shares 2,653 Est. Cost $106.08 Unrealized -12.1%
SO SOUTHERN CO 0.0%
Value ($000) $253 Shares 3,549 Est. Cost $46.11 Unrealized +29.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $253 Shares 3,547 Est. Cost $176.05 Unrealized -54.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $248 Shares 875 Est. Cost $152.23 Unrealized -8.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $241 Shares 702 Est. Cost $318.35 Unrealized +1.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $236 Shares 170 Est. Cost $15.95 Unrealized +87.4%
FTNT FORTINET INC 0.0%
Value ($000) $235 Shares 4,800 Est. Cost $59.39 Unrealized -12.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $230 Shares 1,046 Est. Cost $197.50 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $225 Shares 905 Est. Cost $254.14 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $224 Shares 2,350 Est. Cost $81.67 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $224 Shares 2,739 Est. Cost $73.20 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $222 Shares 5,357 Est. Cost $38.98 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $220 Shares 1,454 Est. Cost $163.57 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $220 Shares 1,029 Est. Cost $235.92 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $219 Shares 712 Est. Cost $259.49 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $219 Shares 4,896 Est. Cost $44.81 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $210 Shares 1,439 Est. Cost $144.08 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $208 Shares 1,430 Est. Cost $141.81 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $208 Shares 705 Est. Cost $28.05 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $201 Shares 1,569 Est. Cost $114.06 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $99 Shares 10,422 Est. Cost $11.29 Unrealized 0.0%