Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 11, 2020

Total Value ($000): $500,322 (100.0% shares, 0.0% debt)

Holdings (192)

VEA VANGUARD 6.8%
Value ($000) $33,868 Shares 768,688 Est. Cost $39.53 Unrealized
MSFT MICROSOFT CORP 4.6%
Value ($000) $22,904 Shares 145,239 Est. Cost $76.11 Unrealized +82.9%
AAPL APPLE INC 3.9%
Value ($000) $19,678 Shares 67,009 Est. Cost $33.15 Unrealized +87.1%
VWO VANGUARD 3.3%
Value ($000) $16,544 Shares 372,030 Est. Cost $40.10 Unrealized
PAYC PAYCOM SOFTWARE INC 2.7%
Value ($000) $13,340 Shares 50,386 Est. Cost $50.84 Unrealized +356.3%
DHR DANAHER CORP 2.1%
Value ($000) $10,527 Shares 68,592 Est. Cost $87.60 Unrealized +40.4%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $10,154 Shares 69,607 Est. Cost $102.58 Unrealized +11.2%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $9,726 Shares 33,082 Est. Cost $219.46 Unrealized +7.8%
ITW ILLINOIS TOOL WORKS INC 1.7%
Value ($000) $8,261 Shares 45,989 Est. Cost $111.28 Unrealized +31.5%
SCZ ISHARES 1.6%
Value ($000) $8,045 Shares 129,170 Est. Cost $54.41 Unrealized
INTC INTEL CORP 1.6%
Value ($000) $8,027 Shares 134,113 Est. Cost $42.29 Unrealized +16.5%
ABBV ABBVIE INC 1.6%
Value ($000) $7,785 Shares 87,938 Est. Cost $52.48 Unrealized +23.2%
HD HOME DEPOT INC 1.5%
Value ($000) $7,677 Shares 35,148 Est. Cost $136.35 Unrealized +43.0%
MCD MCDONALD'S CORP 1.4%
Value ($000) $7,126 Shares 36,062 Est. Cost $123.58 Unrealized +39.1%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $6,987 Shares 50,121 Est. Cost $74.86 Unrealized +45.2%
DIS WALT DISNEY CO 1.4%
Value ($000) $6,789 Shares 46,942 Est. Cost $104.84 Unrealized +29.5%
SBUX STARBUCKS CORP 1.3%
Value ($000) $6,645 Shares 75,578 Est. Cost $62.94 Unrealized +18.3%
CVX CHEVRON CORP 1.3%
Value ($000) $6,542 Shares 54,289 Est. Cost $83.82 Unrealized +7.0%
GOOG ALPHABET INC 1.3%
Value ($000) $6,401 Shares 4,788 Est. Cost $40.77 Unrealized +57.1%
TIP ISHARES 1.3%
Value ($000) $6,293 Shares 53,985 Est. Cost $114.65 Unrealized
IVV ISHARES 1.2%
Value ($000) $6,182 Shares 19,126 Est. Cost $279.52 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $6,119 Shares 70,456 Est. Cost $66.55 Unrealized +13.1%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $6,098 Shares 48,987 Est. Cost $92.42 Unrealized +19.2%
HON HONEYWELL INTERNATIONAL INC 1.2%
Value ($000) $6,085 Shares 34,378 Est. Cost $110.04 Unrealized +30.8%
BRK/B BERKSHIRE HATHAWAY INC 1.2%
Value ($000) $6,052 Shares 26,717 Est. Cost $198.37 Unrealized +9.5%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $5,854 Shares 24,174 Est. Cost $36.00 Unrealized +39.4%
QCOM QUALCOMM INC 1.2%
Value ($000) $5,822 Shares 65,992 Est. Cost $45.63 Unrealized +59.7%
USB US BANCORP 1.2%
Value ($000) $5,818 Shares 98,112 Est. Cost $37.63 Unrealized +17.8%
ADP AUTOMATIC DATA PROCESSING INC 1.2%
Value ($000) $5,811 Shares 34,085 Est. Cost $126.73 Unrealized +14.5%
WMT WALMART INC 1.1%
Value ($000) $5,704 Shares 48,002 Est. Cost $23.95 Unrealized +51.9%
PFE PFIZER INC 1.0%
Value ($000) $5,096 Shares 130,086 Est. Cost $24.23 Unrealized +10.2%
MO ALTRIA GROUP INC 1.0%
Value ($000) $4,775 Shares 95,678 Est. Cost $31.30 Unrealized -8.0%
V VISA INC 0.9%
Value ($000) $4,727 Shares 25,160 Est. Cost $129.78 Unrealized +33.0%
PSX PHILLIPS 66 0.9%
Value ($000) $4,521 Shares 40,584 Est. Cost $67.29 Unrealized +29.8%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $4,514 Shares 36,135 Est. Cost $71.24 Unrealized +47.7%
TXN TEXAS INSTRUMENTS INC 0.9%
Value ($000) $4,477 Shares 34,896 Est. Cost $83.17 Unrealized +24.7%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $4,353 Shares 90,769 Est. Cost $38.12 Unrealized +1.2%
KO COCA-COLA CO 0.9%
Value ($000) $4,327 Shares 78,181 Est. Cost $33.99 Unrealized +31.0%
IEMG ISHARES 0.9%
Value ($000) $4,325 Shares 80,450 Est. Cost $48.35 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $4,306 Shares 3,215 Est. Cost $54.91 Unrealized +16.6%
LOW LOWES COS INC 0.9%
Value ($000) $4,273 Shares 35,684 Est. Cost $83.02 Unrealized +23.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.8%
Value ($000) $4,138 Shares 44,705 Est. Cost $59.11 Unrealized +45.1%
VPU VANGUARD 0.8%
Value ($000) $3,969 Shares 27,774 Est. Cost $112.65 Unrealized
AMT AMERICAN TOWER CORP 0.8%
Value ($000) $3,936 Shares 17,124 Est. Cost $150.65 Unrealized +22.0%
ACN ACCENTURE PLC A 0.7%
Value ($000) $3,694 Shares 17,545 Est. Cost $148.37 Unrealized +20.3%
VNQ VANGUARD 0.7%
Value ($000) $3,620 Shares 39,022 Est. Cost $82.59 Unrealized
SPY SPDR S&P 500 (MKT) 0.7%
Value ($000) $3,592 Shares 11,158 Est. Cost $281.30 Unrealized
IEFA ISHARES 0.7%
Value ($000) $3,528 Shares 54,076 Est. Cost $59.22 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,423 Shares 49,050 Est. Cost $56.00 Unrealized -7.0%
VAW VANGUARD 0.6%
Value ($000) $3,190 Shares 23,780 Est. Cost $118.92 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $3,097 Shares 47,614 Est. Cost $46.38 Unrealized +1.7%
GPC GENUINE PARTS CO 0.6%
Value ($000) $2,926 Shares 27,545 Est. Cost $84.75 Unrealized +1.7%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $2,858 Shares 43,985 Est. Cost $50.66 Unrealized +1.2%
MET METLIFE INC 0.6%
Value ($000) $2,822 Shares 55,371 Est. Cost $35.25 Unrealized +11.6%
VIG VANGUARD 0.6%
Value ($000) $2,780 Shares 22,302 Est. Cost $107.29 Unrealized
GLW CORNING INC 0.5%
Value ($000) $2,703 Shares 92,843 Est. Cost $26.76 Unrealized -8.7%
ORCL ORACLE CORP 0.5%
Value ($000) $2,579 Shares 48,692 Est. Cost $45.30 Unrealized +11.3%
GVI ISHARES 0.5%
Value ($000) $2,556 Shares 22,689 Est. Cost $111.28 Unrealized
WFC WELLS FARGO CO 0.5%
Value ($000) $2,554 Shares 47,479 Est. Cost $44.32 Unrealized +0.9%
VNQI VANGUARD 0.5%
Value ($000) $2,527 Shares 42,755 Est. Cost $53.24 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.5%
Value ($000) $2,466 Shares 43,776 Est. Cost $40.89 Unrealized 0.0%
PEP PEPSICO INC 0.4%
Value ($000) $2,245 Shares 16,426 Est. Cost $83.94 Unrealized +34.4%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $2,238 Shares 21,747 Est. Cost $75.24 Unrealized +15.3%
VOX VANGUARD 0.4%
Value ($000) $2,227 Shares 23,709 Est. Cost $94.86 Unrealized
CMCSA COMCAST CORP 0.4%
Value ($000) $2,180 Shares 48,495 Est. Cost $33.05 Unrealized +14.6%
META FACEBOOK INC CLASS A 0.4%
Value ($000) $2,166 Shares 10,554 Est. Cost $140.67 Unrealized +36.7%
MS MORGAN STANLEY 0.4%
Value ($000) $2,122 Shares 41,521 Est. Cost $34.01 Unrealized +14.9%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $2,114 Shares 18,980 Est. Cost $87.47 Unrealized +8.7%
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $2,065 Shares 12,936 Est. Cost $100.54 Unrealized +19.5%
GM GENERAL MTRS CO 0.4%
Value ($000) $2,039 Shares 55,704 Est. Cost $30.95 Unrealized +11.1%
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $1,920 Shares 16,404 Est. Cost $78.81 Unrealized +17.8%
ZBH ZIMMER BIOMET HLDGS INC 0.4%
Value ($000) $1,904 Shares 12,720 Est. Cost $105.56 Unrealized +24.3%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,811 Shares 12,267 Est. Cost $78.94 Unrealized +55.8%
VCSH VANGUARD 0.4%
Value ($000) $1,795 Shares 22,154 Est. Cost $80.62 Unrealized
PB PROSPERITY BANCSHARES INC 0.4%
Value ($000) $1,780 Shares 24,759 Est. Cost $56.04 Unrealized +3.2%
MRK MERCK & CO INC 0.3%
Value ($000) $1,730 Shares 19,017 Est. Cost $51.03 Unrealized +32.4%
EEM ISHARES 0.3%
Value ($000) $1,688 Shares 37,620 Est. Cost $40.44 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,555 Shares 3,994 Est. Cost $255.36 Unrealized +27.2%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,483 Shares 8,205 Est. Cost $125.69 Unrealized +18.8%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,476 Shares 16,186 Est. Cost $66.66 Unrealized +7.7%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,451 Shares 2,487 Est. Cost $140.73 Unrealized +28.4%
OKE ONEOK INC 0.3%
Value ($000) $1,448 Shares 19,138 Est. Cost $39.62 Unrealized +20.4%
T AT&T INC 0.3%
Value ($000) $1,425 Shares 36,449 Est. Cost $15.85 Unrealized +19.0%
MPC MARATHON PETE CORP 0.3%
Value ($000) $1,403 Shares 23,287 Est. Cost $50.43 Unrealized +2.4%
DON WISDOMTREE 0.3%
Value ($000) $1,392 Shares 36,599 Est. Cost $35.05 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,378 Shares 18,546 Est. Cost $60.07 Unrealized -3.8%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $1,358 Shares 4 Est. Cost $281974.00 Unrealized +15.5%
INGERSOLL RAND PLC 0.3%
Value ($000) $1,317 Shares 9,913 Est. Cost $116.68 Unrealized
BAC BANK OF AMERICA CORPORATION 0.3%
Value ($000) $1,312 Shares 37,236 Est. Cost $22.86 Unrealized +21.6%
PCAR PACCAR INC 0.3%
Value ($000) $1,308 Shares 16,533 Est. Cost $33.84 Unrealized +20.0%
JMBS JANUS HENDERSON 0.3%
Value ($000) $1,285 Shares 24,695 Est. Cost $52.03 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.3%
Value ($000) $1,276 Shares 14,727 Est. Cost $61.83 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $1,230 Shares 9,597 Est. Cost $66.53 Unrealized +50.0%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,186 Shares 7,620 Est. Cost $118.62 Unrealized +16.7%
GPN GLOBAL PAYMENTS INC 0.2%
Value ($000) $1,176 Shares 6,441 Est. Cost $155.58 Unrealized +5.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,156 Shares 5,029 Est. Cost $186.84 Unrealized +0.3%
AFL AFLAC INC 0.2%
Value ($000) $1,114 Shares 21,066 Est. Cost $40.99 Unrealized +11.9%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,110 Shares 3,777 Est. Cost $218.51 Unrealized +24.3%
DRI DARDEN RESTAURANTS INC SR NT 0.2%
Value ($000) $1,078 Shares 9,885 Est. Cost $94.14 Unrealized +1.8%
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $1,033 Shares 12,136 Est. Cost $65.36 Unrealized -8.2%
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $1,025 Shares 15,093 Est. Cost $43.21 Unrealized +5.4%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,001 Shares 11,769 Est. Cost $54.19 Unrealized +22.7%
BLACKROCK INC 0.2%
Value ($000) $978 Shares 1,946 Est. Cost $428.56 Unrealized
IJH ISHARES 0.2%
Value ($000) $957 Shares 4,652 Est. Cost $193.92 Unrealized
MDLZ MONDELEZ INTL INC CLASS A 0.2%
Value ($000) $949 Shares 17,234 Est. Cost $38.84 Unrealized +18.1%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $933 Shares 9,961 Est. Cost $48.35 Unrealized +52.3%
BA BOEING CO 0.2%
Value ($000) $868 Shares 2,666 Est. Cost $234.21 Unrealized +49.9%
BBY BEST BUY CO INC 0.2%
Value ($000) $858 Shares 9,768 Est. Cost $54.88 Unrealized +9.2%
VIGI VANGUARD 0.2%
Value ($000) $858 Shares 11,911 Est. Cost $72.03 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $854 Shares 3,138 Est. Cost $212.94 Unrealized +6.3%
HEI/A HEICO CORP 0.2%
Value ($000) $851 Shares 9,510 Est. Cost $72.61 Unrealized +30.0%
AMGN AMGEN INC 0.2%
Value ($000) $831 Shares 3,449 Est. Cost $153.33 Unrealized +19.2%
CCL CARNIVAL CORP 0.2%
Value ($000) $810 Shares 15,943 Est. Cost $50.39 Unrealized -12.9%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $805 Shares 6,030 Est. Cost $88.02 Unrealized +27.8%
EFA ISHARES 0.2%
Value ($000) $794 Shares 11,428 Est. Cost $63.49 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $784 Shares 8,362 Est. Cost $69.41 Unrealized -2.9%
FISV FISERV INC 0.2%
Value ($000) $770 Shares 6,662 Est. Cost $63.25 Unrealized +74.6%
VIACOMCBS INC 0.2%
Value ($000) $760 Shares 18,116 Est. Cost $41.95 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $748 Shares 9,804 Est. Cost $48.65 Unrealized +29.1%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $691 Shares 11,831 Est. Cost $44.76 Unrealized +20.9%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $640 Shares 1,460 Est. Cost $25.30 Unrealized +13.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $630 Shares 7,407 Est. Cost $66.04 Unrealized +7.0%
SPYD SPDR 0.1%
Value ($000) $608 Shares 15,410 Est. Cost $38.05 Unrealized
JNK SPDR 0.1%
Value ($000) $607 Shares 5,539 Est. Cost $108.94 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $607 Shares 3,394 Est. Cost $124.78 Unrealized +21.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $593 Shares 9,673 Est. Cost $38.32 Unrealized +11.7%
AMZN AMAZON COM INC 0.1%
Value ($000) $578 Shares 313 Est. Cost $54.15 Unrealized +63.5%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $571 Shares 4,692 Est. Cost $51.71 Unrealized +77.0%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $571 Shares 3,964 Est. Cost $134.13 Unrealized +1.3%
IJR ISHARES 0.1%
Value ($000) $555 Shares 6,625 Est. Cost $77.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $549 Shares 4,091 Est. Cost $114.39 Unrealized -12.7%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $538 Shares 3,593 Est. Cost $137.11 Unrealized +3.1%
EQIX EQUINIX INC 0.1%
Value ($000) $537 Shares 918 Est. Cost $483.17 Unrealized +3.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $535 Shares 2,756 Est. Cost $145.60 Unrealized +13.7%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $501 Shares 11,072 Est. Cost $42.16 Unrealized -0.8%
AME AMETEK INC 0.1%
Value ($000) $497 Shares 4,980 Est. Cost $49.70 Unrealized +82.9%
FTV FORTIVE CORP COM 0.1%
Value ($000) $496 Shares 6,499 Est. Cost $35.54 Unrealized +23.8%
OGE OGE ENERGY CORP 0.1%
Value ($000) $492 Shares 11,074 Est. Cost $38.58 Unrealized +12.0%
MMM 3M CO 0.1%
Value ($000) $473 Shares 2,683 Est. Cost $122.96 Unrealized -9.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $468 Shares 7,286 Est. Cost $45.19 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $465 Shares 3,164 Est. Cost $92.45 Unrealized +38.9%
NKE NIKE INC 0.1%
Value ($000) $435 Shares 4,294 Est. Cost $81.87 Unrealized +6.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $399 Shares 2,662 Est. Cost $113.35 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $391 Shares 2,839 Est. Cost $93.22 Unrealized +16.7%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $388 Shares 14,950 Est. Cost $29.75 Unrealized -45.2%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $387 Shares 3,641 Est. Cost $67.88 Unrealized +24.5%
DE DEERE & CO 0.1%
Value ($000) $378 Shares 2,180 Est. Cost $110.73 Unrealized +42.7%
O REALTY INCOME CORP 0.1%
Value ($000) $371 Shares 5,029 Est. Cost $49.47 Unrealized +11.1%
ETN EATON CORP PLC 0.1%
Value ($000) $364 Shares 3,839 Est. Cost $65.40 Unrealized +21.9%
SPHD INVESCO 0.1%
Value ($000) $360 Shares 8,165 Est. Cost $42.29 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $357 Shares 2,194 Est. Cost $91.58 Unrealized +69.1%
STT STATE STREET CORP 0.1%
Value ($000) $355 Shares 4,485 Est. Cost $60.93 Unrealized -5.4%
EXC EXELON CORP 0.1%
Value ($000) $355 Shares 7,781 Est. Cost $26.71 Unrealized -2.6%
YUM YUM BRANDS INC 0.1%
Value ($000) $353 Shares 3,510 Est. Cost $62.54 Unrealized +47.7%
PTF INVESCO 0.1%
Value ($000) $349 Shares 4,520 Est. Cost $59.85 Unrealized
IVW ISHARES 0.1%
Value ($000) $346 Shares 1,785 Est. Cost $179.41 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $341 Shares 2,874 Est. Cost $100.85 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $339 Shares 5,272 Est. Cost $27.24 Unrealized -10.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $333 Shares 3,980 Est. Cost $75.27 Unrealized -2.5%
DHI DR HORTON INC 0.1%
Value ($000) $326 Shares 6,166 Est. Cost $50.08 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $302 Shares 7,995 Est. Cost $37.77 Unrealized
BANF BANCFIRST CORP 0.1%
Value ($000) $299 Shares 4,782 Est. Cost $51.76 Unrealized 0.0%
VCIT VANGUARD 0.1%
Value ($000) $292 Shares 3,198 Est. Cost $91.31 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $291 Shares 2,688 Est. Cost $103.97 Unrealized 0.0%
STORE CAP CORP COM 0.1%
Value ($000) $287 Shares 7,710 Est. Cost $33.46 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $287 Shares 12,075 Est. Cost $18.30 Unrealized -11.1%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $284 Shares 3,081 Est. Cost $58.14 Unrealized +28.7%
WY WEYERHAEUSER CO 0.1%
Value ($000) $281 Shares 9,318 Est. Cost $23.39 Unrealized -1.2%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $273 Shares 1,000 Est. Cost $182.65 Unrealized +35.2%
EMB ISHARES 0.1%
Value ($000) $264 Shares 2,303 Est. Cost $113.23 Unrealized
DOW DOW INC 0.1%
Value ($000) $252 Shares 4,602 Est. Cost $36.38 Unrealized +0.9%
CSX CSX CORP 0.0%
Value ($000) $248 Shares 3,432 Est. Cost $14.84 Unrealized +46.7%
VTV VANGUARD 0.0%
Value ($000) $238 Shares 1,983 Est. Cost $106.44 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $235 Shares 2,486 Est. Cost $61.82 Unrealized +20.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $231 Shares 2,024 Est. Cost $102.09 Unrealized 0.0%
PEJ INVESCO 0.0%
Value ($000) $228 Shares 5,045 Est. Cost $46.58 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $218 Shares 2,551 Est. Cost $61.77 Unrealized +10.9%
OGS ONE GAS INC COM 0.0%
Value ($000) $217 Shares 2,323 Est. Cost $91.47 Unrealized 0.0%
VB VANGUARD 0.0%
Value ($000) $216 Shares 1,304 Est. Cost $152.18 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $214 Shares 1,631 Est. Cost $107.55 Unrealized 0.0%
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $213 Shares 1,820 Est. Cost $97.14 Unrealized +11.8%
RZG INVESCO 0.0%
Value ($000) $209 Shares 1,765 Est. Cost $118.41 Unrealized
IWM ISHARES 0.0%
Value ($000) $208 Shares 1,258 Est. Cost $165.34 Unrealized
IDU ISHARES 0.0%
Value ($000) $207 Shares 1,279 Est. Cost $162.63 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $207 Shares 16,159 Est. Cost $13.72 Unrealized
VGT VANGUARD 0.0%
Value ($000) $204 Shares 834 Est. Cost $244.60 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $200 Shares 1,340 Est. Cost $121.59 Unrealized -12.4%
ALPS 0.0%
Value ($000) $189 Shares 22,321 Est. Cost $9.12 Unrealized
FIRST TR MLP & ENERGY INCOME COM 0.0%
Value ($000) $180 Shares 15,100 Est. Cost $15.83 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $157 Shares 14,079 Est. Cost $16.88 Unrealized
LAREDO PETROLEUM INC 0.0%
Value ($000) $134 Shares 46,838 Est. Cost $3.46 Unrealized
POLYMET MINING CORP 0.0%
Value ($000) $4 Shares 14,000 Est. Cost $0.50 Unrealized