Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $462,777 (100.0% shares, 0.0% debt)

Holdings (186)

VEA VANGUARD 7.1%
Value ($000) $32,638 Shares 794,505 Est. Cost $39.53 Unrealized
MSFT MICROSOFT CORP 4.3%
Value ($000) $20,129 Shares 144,784 Est. Cost $76.11 Unrealized +70.7%
VWO VANGUARD 3.3%
Value ($000) $15,359 Shares 381,480 Est. Cost $40.10 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $15,096 Shares 67,399 Est. Cost $33.15 Unrealized +51.5%
PAYC PAYCOM SOFTWARE INC 2.3%
Value ($000) $10,475 Shares 50,000 Est. Cost $50.84 Unrealized +350.5%
DHR DANAHER CORP 2.2%
Value ($000) $10,166 Shares 70,386 Est. Cost $87.60 Unrealized +39.0%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $8,975 Shares 69,368 Est. Cost $102.58 Unrealized +7.2%
HD HOME DEPOT INC 1.8%
Value ($000) $8,145 Shares 35,103 Est. Cost $136.35 Unrealized +37.2%
MCD MCDONALD'S CORP 1.7%
Value ($000) $7,801 Shares 36,335 Est. Cost $123.58 Unrealized +49.5%
SCZ ISHARES 1.6%
Value ($000) $7,493 Shares 130,924 Est. Cost $54.41 Unrealized
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $7,257 Shares 33,394 Est. Cost $219.46 Unrealized -1.1%
ITW ILLINOIS TOOL WORKS INC 1.6%
Value ($000) $7,210 Shares 46,072 Est. Cost $111.28 Unrealized +17.0%
INTC INTEL CORP 1.5%
Value ($000) $6,922 Shares 134,336 Est. Cost $42.29 Unrealized +1.7%
SBUX STARBUCKS CORP 1.5%
Value ($000) $6,736 Shares 76,182 Est. Cost $62.94 Unrealized +28.1%
ABBV ABBVIE INC 1.4%
Value ($000) $6,584 Shares 86,956 Est. Cost $52.34 Unrealized +0.5%
CVX CHEVRON CORP 1.4%
Value ($000) $6,432 Shares 54,234 Est. Cost $83.82 Unrealized +9.2%
TIP ISHARES 1.4%
Value ($000) $6,320 Shares 54,342 Est. Cost $114.65 Unrealized
DIS WALT DISNEY CO 1.3%
Value ($000) $6,210 Shares 47,652 Est. Cost $104.84 Unrealized +28.1%
GOOG ALPHABET INC 1.3%
Value ($000) $6,037 Shares 4,952 Est. Cost $40.77 Unrealized +44.0%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $5,851 Shares 25,112 Est. Cost $36.00 Unrealized +28.5%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $5,827 Shares 49,265 Est. Cost $92.42 Unrealized +21.8%
IVV ISHARES 1.3%
Value ($000) $5,818 Shares 19,490 Est. Cost $279.52 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.2%
Value ($000) $5,781 Shares 34,165 Est. Cost $110.04 Unrealized +26.6%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $5,708 Shares 48,499 Est. Cost $73.73 Unrealized +29.0%
ABT ABBOTT LABS 1.2%
Value ($000) $5,698 Shares 68,111 Est. Cost $66.25 Unrealized +14.8%
WMT WALMART INC 1.2%
Value ($000) $5,657 Shares 47,670 Est. Cost $23.95 Unrealized +43.9%
BRK/B BERKSHIRE HATHAWAY INC 1.2%
Value ($000) $5,429 Shares 26,099 Est. Cost $197.92 Unrealized +4.1%
USB US BANCORP 1.2%
Value ($000) $5,406 Shares 97,692 Est. Cost $37.63 Unrealized +9.3%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $5,260 Shares 32,587 Est. Cost $125.88 Unrealized +14.4%
QCOM QUALCOMM INC 1.1%
Value ($000) $5,059 Shares 66,312 Est. Cost $45.63 Unrealized +42.4%
PFE PFIZER INC 1.0%
Value ($000) $4,565 Shares 127,049 Est. Cost $24.17 Unrealized +11.8%
TXN TEXAS INSTRUMENTS INC 1.0%
Value ($000) $4,512 Shares 34,916 Est. Cost $83.17 Unrealized +23.7%
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $4,500 Shares 91,072 Est. Cost $38.12 Unrealized +12.3%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $4,340 Shares 34,897 Est. Cost $70.03 Unrealized +44.2%
KO COCA-COLA CO 0.9%
Value ($000) $4,312 Shares 79,208 Est. Cost $33.99 Unrealized +29.3%
V VISA INC 0.9%
Value ($000) $4,279 Shares 24,873 Est. Cost $129.28 Unrealized +31.7%
PSX PHILLIPS 66 0.9%
Value ($000) $4,168 Shares 40,702 Est. Cost $67.29 Unrealized +14.8%
VPU VANGUARD 0.9%
Value ($000) $4,091 Shares 28,484 Est. Cost $112.65 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.9%
Value ($000) $4,082 Shares 44,244 Est. Cost $58.83 Unrealized +42.9%
SPY SPDR S&P 500 (MKT) 0.9%
Value ($000) $4,072 Shares 13,720 Est. Cost $281.30 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $3,999 Shares 3,275 Est. Cost $54.91 Unrealized +7.0%
MO ALTRIA GROUP INC 0.9%
Value ($000) $3,971 Shares 97,088 Est. Cost $31.30 Unrealized -11.8%
IEMG ISHARES 0.9%
Value ($000) $3,946 Shares 80,492 Est. Cost $48.35 Unrealized
VNQ VANGUARD 0.8%
Value ($000) $3,853 Shares 41,319 Est. Cost $82.59 Unrealized
AMT AMERICAN TOWER CORP 0.8%
Value ($000) $3,687 Shares 16,674 Est. Cost $149.76 Unrealized +22.5%
LOW LOWES COS INC 0.8%
Value ($000) $3,638 Shares 33,086 Est. Cost $81.50 Unrealized +15.4%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,469 Shares 49,135 Est. Cost $56.00 Unrealized -4.0%
IEFA ISHARES 0.7%
Value ($000) $3,341 Shares 54,717 Est. Cost $59.22 Unrealized
VAW VANGUARD 0.7%
Value ($000) $3,131 Shares 24,774 Est. Cost $118.92 Unrealized
ACN ACCENTURE PLC A 0.7%
Value ($000) $3,095 Shares 16,089 Est. Cost $145.65 Unrealized +21.2%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $2,874 Shares 45,341 Est. Cost $50.66 Unrealized +0.6%
GPC GENUINE PARTS CO 0.6%
Value ($000) $2,746 Shares 27,569 Est. Cost $84.75 Unrealized -5.8%
COP CONOCOPHILLIPS 0.6%
Value ($000) $2,738 Shares 48,057 Est. Cost $46.38 Unrealized -2.3%
ORCL ORACLE CORP 0.6%
Value ($000) $2,690 Shares 48,882 Est. Cost $45.30 Unrealized +11.2%
GVI ISHARES 0.6%
Value ($000) $2,666 Shares 23,548 Est. Cost $111.28 Unrealized
GLW CORNING INC 0.6%
Value ($000) $2,662 Shares 93,311 Est. Cost $26.76 Unrealized -6.6%
MET METLIFE INC 0.6%
Value ($000) $2,645 Shares 56,093 Est. Cost $35.25 Unrealized +9.1%
VIG VANGUARD 0.6%
Value ($000) $2,627 Shares 21,967 Est. Cost $107.03 Unrealized
VNQI VANGUARD 0.6%
Value ($000) $2,561 Shares 43,714 Est. Cost $53.24 Unrealized
WFC WELLS FARGO CO 0.5%
Value ($000) $2,407 Shares 47,734 Est. Cost $44.32 Unrealized -10.2%
BB&T CORP 0.5%
Value ($000) $2,213 Shares 41,481 Est. Cost $44.70 Unrealized
VOX VANGUARD 0.5%
Value ($000) $2,195 Shares 25,328 Est. Cost $94.86 Unrealized
GM GENERAL MTRS CO 0.5%
Value ($000) $2,157 Shares 57,560 Est. Cost $30.95 Unrealized +16.4%
PEP PEPSICO INC 0.5%
Value ($000) $2,105 Shares 15,352 Est. Cost $81.92 Unrealized +33.5%
CMCSA COMCAST CORP 0.4%
Value ($000) $2,037 Shares 45,195 Est. Cost $32.70 Unrealized +14.7%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $1,992 Shares 21,902 Est. Cost $75.24 Unrealized +7.2%
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $1,981 Shares 16,532 Est. Cost $78.81 Unrealized +12.9%
META FACEBOOK INC CLASS A 0.4%
Value ($000) $1,840 Shares 10,329 Est. Cost $139.55 Unrealized +35.3%
ZBH ZIMMER BIOMET HLDGS INC 0.4%
Value ($000) $1,817 Shares 13,235 Est. Cost $105.56 Unrealized +16.2%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $1,787 Shares 17,858 Est. Cost $87.00 Unrealized +4.1%
MS MORGAN STANLEY 0.4%
Value ($000) $1,759 Shares 41,221 Est. Cost $34.01 Unrealized +3.0%
PB PROSPERITY BANCSHARES INC 0.4%
Value ($000) $1,749 Shares 24,759 Est. Cost $56.04 Unrealized -2.4%
VCSH VANGUARD 0.4%
Value ($000) $1,718 Shares 21,198 Est. Cost $80.60 Unrealized
OKE ONEOK INC 0.4%
Value ($000) $1,642 Shares 22,288 Est. Cost $39.62 Unrealized +17.6%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,633 Shares 12,928 Est. Cost $78.94 Unrealized +40.7%
EEM ISHARES 0.4%
Value ($000) $1,620 Shares 39,648 Est. Cost $40.44 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $1,573 Shares 11,220 Est. Cost $97.54 Unrealized +10.4%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,567 Shares 16,345 Est. Cost $66.66 Unrealized +5.8%
MRK MERCK & CO INC 0.3%
Value ($000) $1,546 Shares 18,354 Est. Cost $50.43 Unrealized +29.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,459 Shares 3,741 Est. Cost $250.67 Unrealized +26.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,362 Shares 21,590 Est. Cost $60.07 Unrealized -19.5%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,342 Shares 2,440 Est. Cost $139.96 Unrealized +14.9%
DON WISDOMTREE 0.3%
Value ($000) $1,336 Shares 36,796 Est. Cost $35.05 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $1,327 Shares 21,850 Est. Cost $50.35 Unrealized -14.4%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $1,247 Shares 4 Est. Cost $281974.00 Unrealized +9.7%
BA BOEING CO 0.3%
Value ($000) $1,236 Shares 3,248 Est. Cost $234.21 Unrealized +50.4%
CB CHUBB LIMITED COM 0.3%
Value ($000) $1,227 Shares 7,600 Est. Cost $118.62 Unrealized +17.5%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,206 Shares 7,445 Est. Cost $123.28 Unrealized +18.3%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.3%
Value ($000) $1,205 Shares 14,727 Est. Cost $61.83 Unrealized
DRI DARDEN RESTAURANTS INC SR NT 0.3%
Value ($000) $1,160 Shares 9,814 Est. Cost $94.14 Unrealized +8.6%
AFL AFLAC INC 0.2%
Value ($000) $1,142 Shares 21,822 Est. Cost $40.99 Unrealized +10.7%
PCAR PACCAR INC 0.2%
Value ($000) $1,142 Shares 16,313 Est. Cost $33.75 Unrealized +5.8%
T AT&T INC 0.2%
Value ($000) $1,075 Shares 28,416 Est. Cost $15.00 Unrealized +13.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,054 Shares 5,089 Est. Cost $186.84 Unrealized -3.9%
INGERSOLL RAND PLC 0.2%
Value ($000) $1,021 Shares 8,290 Est. Cost $113.51 Unrealized
VTV VANGUARD 0.2%
Value ($000) $1,013 Shares 9,076 Est. Cost $106.44 Unrealized
GPN GLOBAL PAYMENTS INC 0.2%
Value ($000) $1,001 Shares 6,294 Est. Cost $155.39 Unrealized 0.0%
VUG VANGUARD 0.2%
Value ($000) $992 Shares 5,963 Est. Cost $154.14 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $990 Shares 11,579 Est. Cost $53.98 Unrealized +17.0%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $971 Shares 33,293 Est. Cost $22.28 Unrealized +10.3%
TGT TARGET CORP 0.2%
Value ($000) $952 Shares 8,902 Est. Cost $63.93 Unrealized +25.7%
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $937 Shares 12,333 Est. Cost $65.36 Unrealized -13.2%
MDLZ MONDELEZ INTL INC CLASS A 0.2%
Value ($000) $932 Shares 16,854 Est. Cost $38.68 Unrealized +20.7%
VOE VANGUARD 0.2%
Value ($000) $927 Shares 8,206 Est. Cost $108.26 Unrealized
HEI/A HEICO CORP 0.2%
Value ($000) $925 Shares 9,510 Est. Cost $72.61 Unrealized +44.6%
VBR VANGUARD 0.2%
Value ($000) $895 Shares 6,943 Est. Cost $129.21 Unrealized
BLACKROCK INC 0.2%
Value ($000) $869 Shares 1,951 Est. Cost $428.56 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $849 Shares 9,961 Est. Cost $48.35 Unrealized +29.2%
IJH ISHARES 0.2%
Value ($000) $848 Shares 4,389 Est. Cost $193.21 Unrealized
FISV FISERV INC 0.2%
Value ($000) $829 Shares 8,000 Est. Cost $63.25 Unrealized +61.4%
VO VANGUARD 0.2%
Value ($000) $819 Shares 4,886 Est. Cost $160.55 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $783 Shares 2,718 Est. Cost $197.85 Unrealized +29.6%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $773 Shares 3,057 Est. Cost $212.58 Unrealized +5.2%
EFA ISHARES 0.2%
Value ($000) $756 Shares 11,593 Est. Cost $63.49 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $752 Shares 8,362 Est. Cost $69.41 Unrealized -5.3%
CCL CARNIVAL CORP 0.2%
Value ($000) $735 Shares 16,835 Est. Cost $50.39 Unrealized -11.1%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $719 Shares 6,071 Est. Cost $88.02 Unrealized +15.7%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $688 Shares 11,951 Est. Cost $44.76 Unrealized +26.7%
AMGN AMGEN INC 0.1%
Value ($000) $666 Shares 3,444 Est. Cost $153.33 Unrealized +3.1%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $662 Shares 9,894 Est. Cost $48.65 Unrealized +11.7%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $658 Shares 27,340 Est. Cost $29.75 Unrealized -39.3%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $629 Shares 5,500 Est. Cost $51.71 Unrealized +65.8%
AMZN AMAZON COM INC 0.1%
Value ($000) $623 Shares 359 Est. Cost $54.15 Unrealized +71.3%
JNK SPDR 0.1%
Value ($000) $610 Shares 5,606 Est. Cost $108.94 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $608 Shares 4,393 Est. Cost $137.11 Unrealized -2.1%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $600 Shares 4,124 Est. Cost $114.39 Unrealized -10.4%
IVW ISHARES 0.1%
Value ($000) $576 Shares 3,197 Est. Cost $179.41 Unrealized
SPYD SPDR 0.1%
Value ($000) $572 Shares 15,070 Est. Cost $38.02 Unrealized
BBY BEST BUY CO INC 0.1%
Value ($000) $565 Shares 8,185 Est. Cost $53.91 Unrealized +0.5%
CBSH COMMERCE BANCSHARES INC KANSAS 0.1%
Value ($000) $564 Shares 9,558 Est. Cost $41.87 Unrealized -1.7%
CMI CUMMINS INC 0.1%
Value ($000) $549 Shares 3,375 Est. Cost $124.78 Unrealized +9.1%
CELGENE CORP 0.1%
Value ($000) $508 Shares 5,120 Est. Cost $86.63 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $500 Shares 3,224 Est. Cost $92.45 Unrealized +40.8%
IJR ISHARES 0.1%
Value ($000) $497 Shares 6,393 Est. Cost $77.74 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $497 Shares 10,296 Est. Cost $26.71 Unrealized +0.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $492 Shares 8,157 Est. Cost $37.49 Unrealized +7.9%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $490 Shares 2,000 Est. Cost $182.65 Unrealized +29.7%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $480 Shares 1,204 Est. Cost $24.59 Unrealized +5.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $480 Shares 2,671 Est. Cost $144.96 Unrealized +11.4%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $473 Shares 3,126 Est. Cost $133.67 Unrealized 0.0%
AME AMETEK INC 0.1%
Value ($000) $457 Shares 4,980 Est. Cost $49.70 Unrealized +70.1%
YUM YUM BRANDS INC 0.1%
Value ($000) $455 Shares 4,010 Est. Cost $62.54 Unrealized +62.3%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $417 Shares 2,936 Est. Cost $93.22 Unrealized +17.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $413 Shares 4,993 Est. Cost $63.79 Unrealized +8.4%
MMM 3M CO 0.1%
Value ($000) $411 Shares 2,503 Est. Cost $123.77 Unrealized -10.6%
EQIX EQUINIX INC 0.1%
Value ($000) $404 Shares 700 Est. Cost $477.48 Unrealized 0.0%
CBS CORP 0.1%
Value ($000) $403 Shares 9,973 Est. Cost $61.83 Unrealized
FTV FORTIVE CORP COM 0.1%
Value ($000) $401 Shares 5,839 Est. Cost $34.58 Unrealized +29.7%
O REALTY INCOME CORP 0.1%
Value ($000) $386 Shares 5,029 Est. Cost $49.47 Unrealized +3.7%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $373 Shares 5,234 Est. Cost $27.24 Unrealized -4.9%
DE DEERE & CO 0.1%
Value ($000) $372 Shares 2,203 Est. Cost $110.73 Unrealized +31.9%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $364 Shares 2,662 Est. Cost $113.35 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $359 Shares 2,420 Est. Cost $91.58 Unrealized +63.9%
OGE OGE ENERGY CORP 0.1%
Value ($000) $354 Shares 7,814 Est. Cost $36.65 Unrealized +18.2%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $340 Shares 3,641 Est. Cost $67.88 Unrealized +10.9%
PTF INVESCO 0.1%
Value ($000) $333 Shares 4,862 Est. Cost $59.85 Unrealized
VIACOM INC 0.1%
Value ($000) $328 Shares 13,658 Est. Cost $46.64 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $307 Shares 3,513 Est. Cost $75.52 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $303 Shares 3,639 Est. Cost $64.61 Unrealized +11.6%
FTA FIRST TRUST PORTFOLIOS L.P. 0.1%
Value ($000) $301 Shares 5,833 Est. Cost $51.60 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $293 Shares 3,081 Est. Cost $58.14 Unrealized +26.4%
STORE CAP CORP COM 0.1%
Value ($000) $288 Shares 7,710 Est. Cost $33.46 Unrealized
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $274 Shares 6,722 Est. Cost $42.37 Unrealized 0.0%
STT STATE STREET CORP 0.1%
Value ($000) $270 Shares 4,569 Est. Cost $60.93 Unrealized -26.1%
EMB ISHARES 0.1%
Value ($000) $267 Shares 2,358 Est. Cost $113.23 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $263 Shares 9,480 Est. Cost $23.39 Unrealized -12.2%
WMB WILLIAMS COS INC 0.1%
Value ($000) $258 Shares 10,717 Est. Cost $18.55 Unrealized -5.0%
NKE NIKE INC 0.1%
Value ($000) $248 Shares 2,636 Est. Cost $78.77 Unrealized 0.0%
ALPS 0.1%
Value ($000) $244 Shares 26,761 Est. Cost $9.12 Unrealized
CSX CSX CORP 0.1%
Value ($000) $244 Shares 3,525 Est. Cost $14.84 Unrealized +43.9%
SHY ISHARES 0.1%
Value ($000) $233 Shares 2,748 Est. Cost $84.44 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.1%
Value ($000) $233 Shares 2,486 Est. Cost $61.82 Unrealized +17.2%
VB VANGUARD 0.0%
Value ($000) $230 Shares 1,495 Est. Cost $152.18 Unrealized
SPHD INVESCO 0.0%
Value ($000) $229 Shares 5,365 Est. Cost $41.35 Unrealized
PEJ INVESCO 0.0%
Value ($000) $215 Shares 5,045 Est. Cost $46.58 Unrealized
DOW DOW INC 0.0%
Value ($000) $213 Shares 4,465 Est. Cost $36.37 Unrealized -10.0%
SYY SYSCO CORP 0.0%
Value ($000) $210 Shares 2,651 Est. Cost $61.77 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $209 Shares 1,340 Est. Cost $121.59 Unrealized -10.4%
IDU ISHARES 0.0%
Value ($000) $208 Shares 1,279 Est. Cost $162.63 Unrealized
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $201 Shares 1,820 Est. Cost $97.14 Unrealized 0.0%
FIRST TR MLP & ENERGY INCOME COM 0.0%
Value ($000) $173 Shares 15,100 Est. Cost $15.83 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $152 Shares 11,656 Est. Cost $14.07 Unrealized
LAREDO PETROLEUM INC 0.0%
Value ($000) $148 Shares 46,838 Est. Cost $3.46 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $99 Shares 11,116 Est. Cost $18.41 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $17 Shares 12,263 Est. Cost $3.12 Unrealized
POLYMET MINING CORP 0.0%
Value ($000) $5 Shares 14,000 Est. Cost $0.50 Unrealized