Heritage Trust Co Diversified Active

Location: Oklahoma City, OK

CIK: 0001706028 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value: $537M (100.0% shares, 0.0% debt)

Holdings (206)

AAPL APPLE INC 5.3%
Value $28.18M Shares 243,375 Est. Cost $85.78 Unrealized +23.5%
VEA VANGUARD 5.1%
Value $27.59M Shares 674,542 Est. Cost $39.53 Unrealized
MSFT MICROSOFT CORP 5.0%
Value $26.79M Shares 127,368 Est. Cost $80.80 Unrealized +148.4%
VWO VANGUARD 2.5%
Value $13.6M Shares 314,546 Est. Cost $40.10 Unrealized
DHR DANAHER CORP 2.2%
Value $11.83M Shares 54,922 Est. Cost $87.60 Unrealized +98.3%
HD HOME DEPOT INC 2.1%
Value $11.44M Shares 41,210 Est. Cost $146.29 Unrealized +62.5%
JNJ JOHNSON & JOHNSON 1.8%
Value $9.928M Shares 66,690 Est. Cost $102.58 Unrealized +23.8%
ITW ILLINOIS TOOL WORKS INC 1.7%
Value $8.902M Shares 46,074 Est. Cost $111.77 Unrealized +49.7%
BARCLAYS ETN SHILLER CAPET 1.6%
Value $8.627M Shares 55,300 Est. Cost $117.78 Unrealized
SPY SPDR S&P 500 (MKT) 1.6%
Value $8.56M Shares 25,559 Est. Cost $275.26 Unrealized
QCOM QUALCOMM INC 1.6%
Value $8.495M Shares 72,193 Est. Cost $48.39 Unrealized +96.7%
UNH UNITEDHEALTH GROUP INC 1.6%
Value $8.374M Shares 26,861 Est. Cost $219.46 Unrealized +28.1%
PAYC PAYCOM SOFTWARE INC 1.5%
Value $8.048M Shares 25,852 Est. Cost $50.84 Unrealized +463.2%
SBUX STARBUCKS CORP 1.5%
Value $7.944M Shares 92,457 Est. Cost $63.70 Unrealized +11.1%
ABT ABBOTT LABS 1.4%
Value $7.77M Shares 71,389 Est. Cost $67.16 Unrealized +37.5%
MCD MCDONALD'S CORP 1.4%
Value $7.541M Shares 34,356 Est. Cost $123.58 Unrealized +46.8%
INTC INTEL CORP 1.4%
Value $7.502M Shares 144,885 Est. Cost $42.85 Unrealized +8.6%
GOOG ALPHABET INC 1.4%
Value $7.378M Shares 5,020 Est. Cost $42.97 Unrealized +76.2%
ABBV ABBVIE INC 1.4%
Value $7.333M Shares 83,713 Est. Cost $52.48 Unrealized +45.4%
SCZ ISHARES 1.3%
Value $6.724M Shares 113,986 Est. Cost $54.41 Unrealized
WMT WALMART INC 1.2%
Value $6.657M Shares 47,580 Est. Cost $24.24 Unrealized +70.4%
TIP ISHARES 1.2%
Value $6.64M Shares 52,491 Est. Cost $114.75 Unrealized
DIS WALT DISNEY CO 1.2%
Value $6.533M Shares 52,657 Est. Cost $105.96 Unrealized +15.3%
IVV ISHARES 1.2%
Value $6.283M Shares 18,693 Est. Cost $280.41 Unrealized
AMT AMERICAN TOWER CORP 1.2%
Value $6.253M Shares 25,871 Est. Cost $172.53 Unrealized +25.6%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value $6.126M Shares 28,768 Est. Cost $198.99 Unrealized +2.8%
HON HONEYWELL INTERNATIONAL INC 1.1%
Value $6.082M Shares 36,947 Est. Cost $110.63 Unrealized +20.4%
JPM JPMORGAN CHASE & CO 1.1%
Value $6.052M Shares 62,861 Est. Cost $77.70 Unrealized +10.0%
V VISA INC 1.1%
Value $6.006M Shares 30,035 Est. Cost $138.99 Unrealized +38.3%
LOW LOWES COS INC 1.1%
Value $5.965M Shares 35,963 Est. Cost $85.43 Unrealized +63.7%
NEE NEXTERA ENERGY INC 1.1%
Value $5.721M Shares 20,612 Est. Cost $36.19 Unrealized +66.6%
AMZN AMAZON COM INC 1.0%
Value $5.375M Shares 1,707 Est. Cost $99.86 Unrealized +57.9%
GOOGL ALPHABET INC 1.0%
Value $5.146M Shares 3,511 Est. Cost $56.40 Unrealized +34.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.9%
Value $4.948M Shares 49,452 Est. Cost $61.78 Unrealized +48.9%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value $4.889M Shares 35,051 Est. Cost $127.16 Unrealized -1.7%
ACN ACCENTURE PLC A 0.9%
Value $4.819M Shares 21,325 Est. Cost $153.66 Unrealized +38.1%
PG PROCTER & GAMBLE CO 0.9%
Value $4.761M Shares 34,251 Est. Cost $71.24 Unrealized +63.3%
SHW SHERWIN WILLIAMS CO 0.8%
Value $4.557M Shares 6,541 Est. Cost $159.87 Unrealized +30.3%
VIG VANGUARD 0.8%
Value $4.521M Shares 35,137 Est. Cost $106.81 Unrealized
TXN TEXAS INSTRUMENTS INC 0.8%
Value $4.483M Shares 31,396 Est. Cost $83.17 Unrealized +40.5%
AXP AMERICAN EXPRESS CO 0.8%
Value $4.454M Shares 44,427 Est. Cost $92.42 Unrealized -0.6%
KO COCA-COLA CO 0.8%
Value $4.099M Shares 83,030 Est. Cost $34.38 Unrealized +18.6%
VCIT VANGUARD 0.8%
Value $4.052M Shares 42,302 Est. Cost $95.18 Unrealized
CSCO CISCO SYSTEMS INC 0.8%
Value $4.038M Shares 102,526 Est. Cost $37.97 Unrealized -2.4%
MRK MERCK & CO INC 0.8%
Value $4.032M Shares 48,602 Est. Cost $58.36 Unrealized +13.0%
ORCL ORACLE CORP 0.7%
Value $3.933M Shares 65,882 Est. Cost $46.52 Unrealized +13.4%
CVX CHEVRON CORP 0.7%
Value $3.786M Shares 52,587 Est. Cost $83.82 Unrealized -20.7%
USB US BANCORP 0.6%
Value $3.43M Shares 95,682 Est. Cost $37.63 Unrealized -23.1%
IEMG ISHARES 0.6%
Value $3.336M Shares 63,180 Est. Cost $48.35 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value $3.205M Shares 8,361 Est. Cost $295.61 Unrealized +11.3%
PYPL PAYPAL HLDGS INC COM 0.6%
Value $3.098M Shares 15,726 Est. Cost $131.65 Unrealized +42.7%
MO ALTRIA GROUP INC 0.6%
Value $3.048M Shares 78,867 Est. Cost $31.30 Unrealized -13.2%
TGT TARGET CORP 0.5%
Value $2.793M Shares 17,745 Est. Cost $79.87 Unrealized +48.6%
VPU VANGUARD 0.5%
Value $2.729M Shares 21,143 Est. Cost $112.65 Unrealized
GLW CORNING INC 0.5%
Value $2.724M Shares 84,070 Est. Cost $26.76 Unrealized -0.4%
GILD GILEAD SCIENCES INC 0.5%
Value $2.721M Shares 43,070 Est. Cost $50.66 Unrealized +10.8%
UPS UNITED PARCEL SERVICE 0.5%
Value $2.712M Shares 16,276 Est. Cost $78.86 Unrealized +48.8%
GVI ISHARES 0.5%
Value $2.68M Shares 22,760 Est. Cost $111.55 Unrealized
GPN GLOBAL PAYMENTS INC 0.5%
Value $2.658M Shares 14,964 Est. Cost $162.73 Unrealized +1.6%
IEFA ISHARES 0.5%
Value $2.657M Shares 44,072 Est. Cost $59.22 Unrealized
META FACEBOOK INC CLASS A 0.5%
Value $2.62M Shares 10,003 Est. Cost $140.67 Unrealized +82.1%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value $2.543M Shares 22,169 Est. Cost $88.39 Unrealized +19.5%
MDLZ MONDELEZ INTL INC 0.5%
Value $2.503M Shares 43,554 Est. Cost $42.84 Unrealized +13.4%
LAM RESEARCH CORP 0.5%
Value $2.485M Shares 7,494 Est. Cost $306.95 Unrealized
BDX BECTON DICKINSON & CO 0.5%
Value $2.463M Shares 10,584 Est. Cost $219.38 Unrealized +2.7%
GPC GENUINE PARTS CO 0.5%
Value $2.432M Shares 25,559 Est. Cost $84.75 Unrealized -5.6%
PFE PFIZER INC 0.5%
Value $2.426M Shares 66,115 Est. Cost $24.23 Unrealized +11.9%
CMCSA COMCAST CORP 0.4%
Value $2.397M Shares 51,824 Est. Cost $33.03 Unrealized +13.9%
PEP PEPSICO INC 0.4%
Value $2.333M Shares 16,838 Est. Cost $87.64 Unrealized +31.4%
JMBS JANUS HENDERSON 0.4%
Value $2.194M Shares 40,914 Est. Cost $52.25 Unrealized
MS MORGAN STANLEY 0.4%
Value $2.1M Shares 43,433 Est. Cost $34.33 Unrealized +23.9%
PSX PHILLIPS 66 0.4%
Value $2.005M Shares 38,688 Est. Cost $67.29 Unrealized -27.1%
PAYX PAYCHEX INC 0.4%
Value $2.001M Shares 25,088 Est. Cost $63.19 Unrealized +2.1%
AMGN AMGEN INC 0.3%
Value $1.846M Shares 7,264 Est. Cost $174.06 Unrealized +20.4%
VCSH VANGUARD 0.3%
Value $1.783M Shares 21,516 Est. Cost $80.66 Unrealized
DHI DR HORTON INC 0.3%
Value $1.743M Shares 23,044 Est. Cost $49.36 Unrealized +31.1%
ZBH ZIMMER BIOMET HLDGS INC 0.3%
Value $1.693M Shares 12,434 Est. Cost $105.78 Unrealized +18.2%
UNP UNION PACIFIC CORP 0.3%
Value $1.645M Shares 8,358 Est. Cost $126.39 Unrealized +30.4%
EEM ISHARES 0.3%
Value $1.635M Shares 37,069 Est. Cost $40.44 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value $1.631M Shares 47,491 Est. Cost $55.53 Unrealized -41.8%
VOX VANGUARD 0.3%
Value $1.62M Shares 15,898 Est. Cost $94.86 Unrealized
VIGI VANGUARD 0.3%
Value $1.609M Shares 22,346 Est. Cost $65.13 Unrealized
VNQI VANGUARD 0.3%
Value $1.591M Shares 32,735 Est. Cost $53.24 Unrealized
CRM SALESFORCE COM INC 0.3%
Value $1.525M Shares 6,071 Est. Cost $143.31 Unrealized +50.9%
EQIX EQUINIX INC 0.3%
Value $1.499M Shares 1,971 Est. Cost $556.56 Unrealized +22.8%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value $1.444M Shares 13,134 Est. Cost $100.82 Unrealized -12.0%
CAT CATERPILLAR INC 0.3%
Value $1.441M Shares 9,663 Est. Cost $78.94 Unrealized +60.6%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value $1.436M Shares 37,760 Est. Cost $40.89 Unrealized -28.2%
COST COSTCO WHOLESALE CORP 0.3%
Value $1.398M Shares 3,937 Est. Cost $221.26 Unrealized +39.7%
FISV FISERV INC 0.3%
Value $1.391M Shares 13,501 Est. Cost $85.33 Unrealized +16.7%
COP CONOCOPHILLIPS 0.3%
Value $1.385M Shares 42,175 Est. Cost $46.38 Unrealized -32.7%
PCAR PACCAR INC 0.3%
Value $1.381M Shares 16,197 Est. Cost $33.84 Unrealized +35.8%
DUK DUKE ENERGY CORP 0.2%
Value $1.299M Shares 14,666 Est. Cost $66.66 Unrealized +0.1%
BBY BEST BUY CO INC 0.2%
Value $1.298M Shares 11,661 Est. Cost $56.18 Unrealized +45.6%
PB PROSPERITY BANCSHARES INC 0.2%
Value $1.291M Shares 24,900 Est. Cost $56.04 Unrealized -18.1%
BRK/A BERKSHIRE HATHAWAY INC 0.2%
Value $1.28M Shares 6 Est. Cost $279327.44 Unrealized +9.9%
MET METLIFE INC 0.2%
Value $1.279M Shares 34,420 Est. Cost $35.25 Unrealized -9.2%
BSX BOSTON SCIENTIFIC 0.2%
Value $1.279M Shares 33,467 Est. Cost $38.02 Unrealized +1.4%
RSP INVESCO 0.2%
Value $1.244M Shares 11,508 Est. Cost $103.51 Unrealized
BA BOEING CO 0.2%
Value $1.178M Shares 7,130 Est. Cost $184.82 Unrealized -7.8%
IJH ISHARES 0.2%
Value $1.176M Shares 6,348 Est. Cost $180.11 Unrealized
ADBE ADOBE SYSTEMS INC 0.2%
Value $1.167M Shares 2,380 Est. Cost $364.98 Unrealized +27.5%
MA MASTERCARD INC 0.2%
Value $1.125M Shares 3,324 Est. Cost $273.34 Unrealized +15.5%
JNK SPDR 0.2%
Value $1.116M Shares 10,699 Est. Cost $102.99 Unrealized
BLACKROCK INC 0.2%
Value $1.062M Shares 1,884 Est. Cost $428.56 Unrealized
CVS CVS HEALTH CORP 0.2%
Value $1.062M Shares 18,180 Est. Cost $59.90 Unrealized -12.6%
COF CAPITAL ONE FINANCIAL 0.2%
Value $1.054M Shares 14,668 Est. Cost $75.24 Unrealized -18.9%
ZTS ZOETIS INC CL A 0.2%
Value $1.05M Shares 6,349 Est. Cost $124.46 Unrealized +17.9%
ORLY O REILLY AUTOMOTIVE INC 0.2%
Value $1.036M Shares 2,248 Est. Cost $25.81 Unrealized +17.8%
VMC VULCAN MATERIALS CO 0.2%
Value $1.019M Shares 7,517 Est. Cost $126.80 Unrealized -5.2%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $943K Shares 4,698 Est. Cost $186.84 Unrealized -4.2%
BAC BANK OF AMERICA CORPORATION 0.2%
Value $928K Shares 38,538 Est. Cost $22.99 Unrealized -5.1%
AGG ISHARES 0.2%
Value $909K Shares 7,707 Est. Cost $116.69 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $906K Shares 3,327 Est. Cost $271.37 Unrealized +1.7%
CB CHUBB LIMITED COM 0.2%
Value $898K Shares 7,732 Est. Cost $119.05 Unrealized -2.7%
NOW SERVICENOW INC 0.2%
Value $886K Shares 1,827 Est. Cost $71.05 Unrealized +25.7%
HEI/A HEICO CORP 0.2%
Value $843K Shares 9,510 Est. Cost $72.61 Unrealized +15.4%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value $833K Shares 13,826 Est. Cost $46.70 Unrealized +4.1%
CBSH COMMERCE BANCSHARES INC 0.2%
Value $833K Shares 14,793 Est. Cost $43.21 Unrealized -5.0%
ES EVERSOURCE ENERGY 0.2%
Value $809K Shares 9,685 Est. Cost $54.19 Unrealized +28.9%
XRAY DENTSPLY SIRONA INC COM 0.1%
Value $800K Shares 18,293 Est. Cost $42.74 Unrealized +3.5%
EFA ISHARES 0.1%
Value $760K Shares 11,940 Est. Cost $63.52 Unrealized
AFL AFLAC INC 0.1%
Value $749K Shares 20,607 Est. Cost $40.99 Unrealized -21.7%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value $746K Shares 7,760 Est. Cost $110.70 Unrealized +4.5%
PPG PPG INDUSTRIES INC 0.1%
Value $728K Shares 5,966 Est. Cost $88.02 Unrealized +19.6%
AVY AVERY DENNISON CORP 0.1%
Value $720K Shares 5,628 Est. Cost $110.79 Unrealized -2.7%
IHS MARKIT LTD SHS 0.1%
Value $714K Shares 9,093 Est. Cost $75.58 Unrealized
HSY HERSHEY CO 0.1%
Value $709K Shares 4,947 Est. Cost $101.76 Unrealized +22.7%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value $693K Shares 1,238 Est. Cost $567.66 Unrealized +6.2%
MAR MARRIOTT INTL INC 0.1%
Value $673K Shares 7,267 Est. Cost $84.14 Unrealized +8.1%
DON WISDOMTREE 0.1%
Value $670K Shares 23,135 Est. Cost $35.05 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $669K Shares 2,734 Est. Cost $35.48 Unrealized +17.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $652K Shares 3,050 Est. Cost $147.05 Unrealized +22.4%
DAL DELTA AIR LINES INC 0.1%
Value $641K Shares 20,946 Est. Cost $36.15 Unrealized -22.4%
MPC MARATHON PETE CORP 0.1%
Value $603K Shares 20,547 Est. Cost $50.43 Unrealized -40.2%
TROW T ROWE PRICE GROUP INC 0.1%
Value $597K Shares 4,652 Est. Cost $51.71 Unrealized +103.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $593K Shares 9,967 Est. Cost $38.68 Unrealized +10.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value $589K Shares 2,670 Est. Cost $175.54 Unrealized +16.0%
PROOFPOINT INC 0.1%
Value $579K Shares 5,485 Est. Cost $111.03 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value $574K Shares 11,111 Est. Cost $40.93 Unrealized +7.5%
FDX FEDEX CORP 0.1%
Value $566K Shares 2,252 Est. Cost $180.94 Unrealized 0.0%
VNQ VANGUARD 0.1%
Value $557K Shares 7,055 Est. Cost $82.59 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value $556K Shares 58,814 Est. Cost $11.83 Unrealized -33.2%
EMR EMERSON ELECTRIC CO 0.1%
Value $552K Shares 8,425 Est. Cost $48.65 Unrealized +20.8%
NKE NIKE INC 0.1%
Value $547K Shares 4,359 Est. Cost $81.98 Unrealized +21.5%
DDOG DATADOG INC 0.1%
Value $546K Shares 5,344 Est. Cost $87.05 Unrealized 0.0%
IJR ISHARES 0.1%
Value $542K Shares 7,716 Est. Cost $75.18 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.1%
Value $542K Shares 14,727 Est. Cost $61.83 Unrealized
VTIP VANGUARD 0.1%
Value $540K Shares 10,575 Est. Cost $50.65 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $536K Shares 755 Est. Cost $180.64 Unrealized +24.3%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value $507K Shares 4,165 Est. Cost $110.21 Unrealized -14.8%
PTF INVESCO 0.1%
Value $497K Shares 4,520 Est. Cost $59.85 Unrealized
AME AMETEK INC 0.1%
Value $495K Shares 4,980 Est. Cost $49.70 Unrealized +87.7%
MTN VAIL RESORTS INC 0.1%
Value $489K Shares 2,284 Est. Cost $206.08 Unrealized 0.0%
VAW VANGUARD 0.1%
Value $489K Shares 3,629 Est. Cost $118.92 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value $464K Shares 7,311 Est. Cost $69.41 Unrealized -27.4%
T AT&T INC 0.1%
Value $463K Shares 16,241 Est. Cost $15.85 Unrealized -1.8%
FTV FORTIVE CORP COM 0.1%
Value $435K Shares 5,702 Est. Cost $35.54 Unrealized +25.4%
KMB KIMBERLY CLARK CORP 0.1%
Value $416K Shares 2,818 Est. Cost $103.67 Unrealized +19.1%
IVW ISHARES 0.1%
Value $415K Shares 1,795 Est. Cost $179.41 Unrealized
OGE OGE ENERGY CORP 0.1%
Value $409K Shares 13,660 Est. Cost $37.35 Unrealized -15.7%
AMAT APPLIED MATERIALS INC 0.1%
Value $388K Shares 6,520 Est. Cost $58.88 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value $388K Shares 5,103 Est. Cost $99.39 Unrealized +1.8%
UNILEVER NV NEW YORK SHS NEW 0.1%
Value $381K Shares 6,322 Est. Cost $53.10 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value $379K Shares 1,050 Est. Cost $186.39 Unrealized +81.0%
XEL XCEL ENERGY INC 0.1%
Value $378K Shares 5,475 Est. Cost $53.85 Unrealized +6.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $377K Shares 852 Est. Cost $330.32 Unrealized +23.3%
VIACOMCBS INC 0.1%
Value $374K Shares 13,366 Est. Cost $41.95 Unrealized
ETN EATON CORP PLC 0.1%
Value $368K Shares 3,608 Est. Cost $65.54 Unrealized +36.1%
MMM 3M CO 0.1%
Value $343K Shares 2,144 Est. Cost $122.45 Unrealized -9.9%
VLO VALERO ENERGY CORP 0.1%
Value $339K Shares 7,815 Est. Cost $48.35 Unrealized -11.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value $331K Shares 4,112 Est. Cost $75.57 Unrealized -0.5%
ADI ANALOG DEVICES INC 0.1%
Value $330K Shares 2,829 Est. Cost $100.85 Unrealized +5.6%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value $329K Shares 5,720 Est. Cost $54.61 Unrealized -1.7%
IR INGERSOLL RAND INC 0.1%
Value $304K Shares 8,534 Est. Cost $31.60 Unrealized +5.4%
CSX CSX CORP 0.1%
Value $303K Shares 3,906 Est. Cost $20.51 Unrealized +11.9%
WEC WEC ENERGY GROUP INC 0.1%
Value $298K Shares 3,081 Est. Cost $58.14 Unrealized +34.3%
VMI VALMONT INDUSTRIES INC 0.1%
Value $297K Shares 2,393 Est. Cost $137.11 Unrealized -10.3%
IWM ISHARES 0.1%
Value $295K Shares 1,968 Est. Cost $148.38 Unrealized
EMB ISHARES 0.1%
Value $295K Shares 2,656 Est. Cost $110.00 Unrealized
DE DEERE & CO 0.1%
Value $290K Shares 1,308 Est. Cost $110.73 Unrealized +62.4%
TT TRANE TECHNOLOGIES 0.1%
Value $285K Shares 2,353 Est. Cost $93.73 Unrealized +11.7%
NTRS NORTHERN TRUST CORP 0.1%
Value $281K Shares 3,600 Est. Cost $67.82 Unrealized +0.2%
O REALTY INCOME CORP 0.1%
Value $279K Shares 4,606 Est. Cost $40.14 Unrealized +12.3%
CTAS CINTAS CORP 0.0%
Value $266K Shares 800 Est. Cost $54.66 Unrealized +33.4%
WMB WILLIAMS COS INC 0.0%
Value $247K Shares 12,542 Est. Cost $18.11 Unrealized -14.9%
NVDA NVIDIA CORP 0.0%
Value $240K Shares 444 Est. Cost $11.60 Unrealized 0.0%
VB VANGUARD 0.0%
Value $238K Shares 1,548 Est. Cost $145.94 Unrealized
STT STATE STREET CORP 0.0%
Value $238K Shares 4,012 Est. Cost $60.93 Unrealized -10.5%
LLY ELI LILLY & CO 0.0%
Value $237K Shares 1,601 Est. Cost $107.55 Unrealized +35.5%
YUM YUM BRANDS INC 0.0%
Value $233K Shares 2,550 Est. Cost $62.54 Unrealized +33.3%
ARCC ARES CAPITAL CORP 0.0%
Value $233K Shares 16,708 Est. Cost $8.55 Unrealized 0.0%
BANF BANCFIRST CORP 0.0%
Value $231K Shares 5,662 Est. Cost $32.74 Unrealized +15.9%
OKE ONEOK INC 0.0%
Value $230K Shares 8,872 Est. Cost $39.65 Unrealized -49.7%
VOO VANGUARD 0.0%
Value $226K Shares 733 Est. Cost $308.32 Unrealized
AON AON PLC 0.0%
Value $225K Shares 1,088 Est. Cost $178.56 Unrealized +7.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value $224K Shares 14,348 Est. Cost $13.50 Unrealized 0.0%
VGT VANGUARD 0.0%
Value $209K Shares 670 Est. Cost $311.94 Unrealized
IDEV ISHARES 0.0%
Value $208K Shares 3,852 Est. Cost $54.00 Unrealized
SPHD INVESCO 0.0%
Value $207K Shares 6,260 Est. Cost $42.29 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value $205K Shares 1,816 Est. Cost $102.24 Unrealized -0.9%
VTV VANGUARD 0.0%
Value $200K Shares 1,914 Est. Cost $104.49 Unrealized
AA ALCOA CORP COM 0.0%
Value $127K Shares 10,916 Est. Cost $12.82 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value $119K Shares 22,055 Est. Cost $9.87 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value $75,000 Shares 29,701 Est. Cost $2.53 Unrealized
BRISTOL MYERS SQUIBB CO 0.0%
Value $29,000 Shares 13,087 Est. Cost $3.56 Unrealized