Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $536,664 (100.0% shares, 0.0% debt)

Holdings (206)

AAPL APPLE INC 5.3%
Value ($000) $28,185 Shares 243,375 Est. Cost $85.78 Unrealized +23.5%
VEA VANGUARD 5.1%
Value ($000) $27,589 Shares 674,542 Est. Cost $39.53 Unrealized
MSFT MICROSOFT CORP 5.0%
Value ($000) $26,789 Shares 127,368 Est. Cost $80.80 Unrealized +148.4%
VWO VANGUARD 2.5%
Value ($000) $13,601 Shares 314,546 Est. Cost $40.10 Unrealized
DHR DANAHER CORP 2.2%
Value ($000) $11,826 Shares 54,922 Est. Cost $87.60 Unrealized +98.3%
HD HOME DEPOT INC 2.1%
Value ($000) $11,444 Shares 41,210 Est. Cost $146.29 Unrealized +62.5%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $9,928 Shares 66,690 Est. Cost $102.58 Unrealized +23.8%
ITW ILLINOIS TOOL WORKS INC 1.7%
Value ($000) $8,902 Shares 46,074 Est. Cost $111.77 Unrealized +49.7%
BARCLAYS ETN SHILLER CAPET 1.6%
Value ($000) $8,627 Shares 55,300 Est. Cost $117.78 Unrealized
SPY SPDR S&P 500 (MKT) 1.6%
Value ($000) $8,560 Shares 25,559 Est. Cost $275.26 Unrealized
QCOM QUALCOMM INC 1.6%
Value ($000) $8,495 Shares 72,193 Est. Cost $48.39 Unrealized +96.7%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $8,374 Shares 26,861 Est. Cost $219.46 Unrealized +28.1%
PAYC PAYCOM SOFTWARE INC 1.5%
Value ($000) $8,048 Shares 25,852 Est. Cost $50.84 Unrealized +463.2%
SBUX STARBUCKS CORP 1.5%
Value ($000) $7,944 Shares 92,457 Est. Cost $63.70 Unrealized +11.1%
ABT ABBOTT LABS 1.4%
Value ($000) $7,770 Shares 71,389 Est. Cost $67.16 Unrealized +37.5%
MCD MCDONALD'S CORP 1.4%
Value ($000) $7,541 Shares 34,356 Est. Cost $123.58 Unrealized +46.8%
INTC INTEL CORP 1.4%
Value ($000) $7,502 Shares 144,885 Est. Cost $42.85 Unrealized +8.6%
GOOG ALPHABET INC 1.4%
Value ($000) $7,378 Shares 5,020 Est. Cost $42.97 Unrealized +76.2%
ABBV ABBVIE INC 1.4%
Value ($000) $7,333 Shares 83,713 Est. Cost $52.48 Unrealized +45.4%
SCZ ISHARES 1.3%
Value ($000) $6,724 Shares 113,986 Est. Cost $54.41 Unrealized
WMT WALMART INC 1.2%
Value ($000) $6,657 Shares 47,580 Est. Cost $24.24 Unrealized +70.4%
TIP ISHARES 1.2%
Value ($000) $6,640 Shares 52,491 Est. Cost $114.75 Unrealized
DIS WALT DISNEY CO 1.2%
Value ($000) $6,533 Shares 52,657 Est. Cost $105.96 Unrealized +15.3%
IVV ISHARES 1.2%
Value ($000) $6,283 Shares 18,693 Est. Cost $280.41 Unrealized
AMT AMERICAN TOWER CORP 1.2%
Value ($000) $6,253 Shares 25,871 Est. Cost $172.53 Unrealized +25.6%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value ($000) $6,126 Shares 28,768 Est. Cost $198.99 Unrealized +2.8%
HON HONEYWELL INTERNATIONAL INC 1.1%
Value ($000) $6,082 Shares 36,947 Est. Cost $110.63 Unrealized +20.4%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $6,052 Shares 62,861 Est. Cost $77.70 Unrealized +10.0%
V VISA INC 1.1%
Value ($000) $6,006 Shares 30,035 Est. Cost $138.99 Unrealized +38.3%
LOW LOWES COS INC 1.1%
Value ($000) $5,965 Shares 35,963 Est. Cost $85.43 Unrealized +63.7%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $5,721 Shares 20,612 Est. Cost $36.19 Unrealized +66.6%
AMZN AMAZON COM INC 1.0%
Value ($000) $5,375 Shares 1,707 Est. Cost $99.86 Unrealized +57.9%
GOOGL ALPHABET INC 1.0%
Value ($000) $5,146 Shares 3,511 Est. Cost $56.40 Unrealized +34.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.9%
Value ($000) $4,948 Shares 49,452 Est. Cost $61.78 Unrealized +48.9%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $4,889 Shares 35,051 Est. Cost $127.16 Unrealized -1.7%
ACN ACCENTURE PLC A 0.9%
Value ($000) $4,819 Shares 21,325 Est. Cost $153.66 Unrealized +38.1%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $4,761 Shares 34,251 Est. Cost $71.24 Unrealized +63.3%
SHW SHERWIN WILLIAMS CO 0.8%
Value ($000) $4,557 Shares 6,541 Est. Cost $159.87 Unrealized +30.3%
VIG VANGUARD 0.8%
Value ($000) $4,521 Shares 35,137 Est. Cost $106.81 Unrealized
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $4,483 Shares 31,396 Est. Cost $83.17 Unrealized +40.5%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $4,454 Shares 44,427 Est. Cost $92.42 Unrealized -0.6%
KO COCA-COLA CO 0.8%
Value ($000) $4,099 Shares 83,030 Est. Cost $34.38 Unrealized +18.6%
VCIT VANGUARD 0.8%
Value ($000) $4,052 Shares 42,302 Est. Cost $95.18 Unrealized
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $4,038 Shares 102,526 Est. Cost $37.97 Unrealized -2.4%
MRK MERCK & CO INC 0.8%
Value ($000) $4,032 Shares 48,602 Est. Cost $58.36 Unrealized +13.0%
ORCL ORACLE CORP 0.7%
Value ($000) $3,933 Shares 65,882 Est. Cost $46.52 Unrealized +13.4%
CVX CHEVRON CORP 0.7%
Value ($000) $3,786 Shares 52,587 Est. Cost $83.82 Unrealized -20.7%
USB US BANCORP 0.6%
Value ($000) $3,430 Shares 95,682 Est. Cost $37.63 Unrealized -23.1%
IEMG ISHARES 0.6%
Value ($000) $3,336 Shares 63,180 Est. Cost $48.35 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $3,205 Shares 8,361 Est. Cost $295.61 Unrealized +11.3%
PYPL PAYPAL HLDGS INC COM 0.6%
Value ($000) $3,098 Shares 15,726 Est. Cost $131.65 Unrealized +42.7%
MO ALTRIA GROUP INC 0.6%
Value ($000) $3,048 Shares 78,867 Est. Cost $31.30 Unrealized -13.2%
TGT TARGET CORP 0.5%
Value ($000) $2,793 Shares 17,745 Est. Cost $79.87 Unrealized +48.6%
VPU VANGUARD 0.5%
Value ($000) $2,729 Shares 21,143 Est. Cost $112.65 Unrealized
GLW CORNING INC 0.5%
Value ($000) $2,724 Shares 84,070 Est. Cost $26.76 Unrealized -0.4%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $2,721 Shares 43,070 Est. Cost $50.66 Unrealized +10.8%
UPS UNITED PARCEL SERVICE 0.5%
Value ($000) $2,712 Shares 16,276 Est. Cost $78.86 Unrealized +48.8%
GVI ISHARES 0.5%
Value ($000) $2,680 Shares 22,760 Est. Cost $111.55 Unrealized
GPN GLOBAL PAYMENTS INC 0.5%
Value ($000) $2,658 Shares 14,964 Est. Cost $162.73 Unrealized +1.6%
IEFA ISHARES 0.5%
Value ($000) $2,657 Shares 44,072 Est. Cost $59.22 Unrealized
META FACEBOOK INC CLASS A 0.5%
Value ($000) $2,620 Shares 10,003 Est. Cost $140.67 Unrealized +82.1%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $2,543 Shares 22,169 Est. Cost $88.39 Unrealized +19.5%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $2,503 Shares 43,554 Est. Cost $42.84 Unrealized +13.4%
LAM RESEARCH CORP 0.5%
Value ($000) $2,485 Shares 7,494 Est. Cost $306.95 Unrealized
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $2,463 Shares 10,584 Est. Cost $219.38 Unrealized +2.7%
GPC GENUINE PARTS CO 0.5%
Value ($000) $2,432 Shares 25,559 Est. Cost $84.75 Unrealized -5.6%
PFE PFIZER INC 0.5%
Value ($000) $2,426 Shares 66,115 Est. Cost $24.23 Unrealized +11.9%
CMCSA COMCAST CORP 0.4%
Value ($000) $2,397 Shares 51,824 Est. Cost $33.03 Unrealized +13.9%
PEP PEPSICO INC 0.4%
Value ($000) $2,333 Shares 16,838 Est. Cost $87.64 Unrealized +31.4%
JMBS JANUS HENDERSON 0.4%
Value ($000) $2,194 Shares 40,914 Est. Cost $52.25 Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $2,100 Shares 43,433 Est. Cost $34.33 Unrealized +23.9%
PSX PHILLIPS 66 0.4%
Value ($000) $2,005 Shares 38,688 Est. Cost $67.29 Unrealized -27.1%
PAYX PAYCHEX INC 0.4%
Value ($000) $2,001 Shares 25,088 Est. Cost $63.19 Unrealized +2.1%
AMGN AMGEN INC 0.3%
Value ($000) $1,846 Shares 7,264 Est. Cost $174.06 Unrealized +20.4%
VCSH VANGUARD 0.3%
Value ($000) $1,783 Shares 21,516 Est. Cost $80.66 Unrealized
DHI DR HORTON INC 0.3%
Value ($000) $1,743 Shares 23,044 Est. Cost $49.36 Unrealized +31.1%
ZBH ZIMMER BIOMET HLDGS INC 0.3%
Value ($000) $1,693 Shares 12,434 Est. Cost $105.78 Unrealized +18.2%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,645 Shares 8,358 Est. Cost $126.39 Unrealized +30.4%
EEM ISHARES 0.3%
Value ($000) $1,635 Shares 37,069 Est. Cost $40.44 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,631 Shares 47,491 Est. Cost $55.53 Unrealized -41.8%
VOX VANGUARD 0.3%
Value ($000) $1,620 Shares 15,898 Est. Cost $94.86 Unrealized
VIGI VANGUARD 0.3%
Value ($000) $1,609 Shares 22,346 Est. Cost $65.13 Unrealized
VNQI VANGUARD 0.3%
Value ($000) $1,591 Shares 32,735 Est. Cost $53.24 Unrealized
CRM SALESFORCE COM INC 0.3%
Value ($000) $1,525 Shares 6,071 Est. Cost $143.31 Unrealized +50.9%
EQIX EQUINIX INC 0.3%
Value ($000) $1,499 Shares 1,971 Est. Cost $556.56 Unrealized +22.8%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $1,444 Shares 13,134 Est. Cost $100.82 Unrealized -12.0%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,441 Shares 9,663 Est. Cost $78.94 Unrealized +60.6%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $1,436 Shares 37,760 Est. Cost $40.89 Unrealized -28.2%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,398 Shares 3,937 Est. Cost $221.26 Unrealized +39.7%
FISV FISERV INC 0.3%
Value ($000) $1,391 Shares 13,501 Est. Cost $85.33 Unrealized +16.7%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,385 Shares 42,175 Est. Cost $46.38 Unrealized -32.7%
PCAR PACCAR INC 0.3%
Value ($000) $1,381 Shares 16,197 Est. Cost $33.84 Unrealized +35.8%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,299 Shares 14,666 Est. Cost $66.66 Unrealized +0.1%
BBY BEST BUY CO INC 0.2%
Value ($000) $1,298 Shares 11,661 Est. Cost $56.18 Unrealized +45.6%
PB PROSPERITY BANCSHARES INC 0.2%
Value ($000) $1,291 Shares 24,900 Est. Cost $56.04 Unrealized -18.1%
BRK/A BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,280 Shares 6 Est. Cost $279327.44 Unrealized +9.9%
BSX BOSTON SCIENTIFIC 0.2%
Value ($000) $1,279 Shares 33,467 Est. Cost $38.02 Unrealized +1.4%
MET METLIFE INC 0.2%
Value ($000) $1,279 Shares 34,420 Est. Cost $35.25 Unrealized -9.2%
RSP INVESCO 0.2%
Value ($000) $1,244 Shares 11,508 Est. Cost $103.51 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,178 Shares 7,130 Est. Cost $184.82 Unrealized -7.8%
IJH ISHARES 0.2%
Value ($000) $1,176 Shares 6,348 Est. Cost $180.11 Unrealized
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $1,167 Shares 2,380 Est. Cost $364.98 Unrealized +27.5%
MA MASTERCARD INC 0.2%
Value ($000) $1,125 Shares 3,324 Est. Cost $273.34 Unrealized +15.5%
JNK SPDR 0.2%
Value ($000) $1,116 Shares 10,699 Est. Cost $102.99 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,062 Shares 18,180 Est. Cost $59.90 Unrealized -12.6%
BLACKROCK INC 0.2%
Value ($000) $1,062 Shares 1,884 Est. Cost $428.56 Unrealized
COF CAPITAL ONE FINANCIAL 0.2%
Value ($000) $1,054 Shares 14,668 Est. Cost $75.24 Unrealized -18.9%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $1,050 Shares 6,349 Est. Cost $124.46 Unrealized +17.9%
ORLY O REILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,036 Shares 2,248 Est. Cost $25.81 Unrealized +17.8%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,019 Shares 7,517 Est. Cost $126.80 Unrealized -5.2%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $943 Shares 4,698 Est. Cost $186.84 Unrealized -4.2%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $928 Shares 38,538 Est. Cost $22.99 Unrealized -5.1%
AGG ISHARES 0.2%
Value ($000) $909 Shares 7,707 Est. Cost $116.69 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $906 Shares 3,327 Est. Cost $271.37 Unrealized +1.7%
CB CHUBB LIMITED COM 0.2%
Value ($000) $898 Shares 7,732 Est. Cost $119.05 Unrealized -2.7%
NOW SERVICENOW INC 0.2%
Value ($000) $886 Shares 1,827 Est. Cost $71.05 Unrealized +25.7%
HEI/A HEICO CORP 0.2%
Value ($000) $843 Shares 9,510 Est. Cost $72.61 Unrealized +15.4%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $833 Shares 13,826 Est. Cost $46.70 Unrealized +4.1%
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $833 Shares 14,793 Est. Cost $43.21 Unrealized -5.0%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $809 Shares 9,685 Est. Cost $54.19 Unrealized +28.9%
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $800 Shares 18,293 Est. Cost $42.74 Unrealized +3.5%
EFA ISHARES 0.1%
Value ($000) $760 Shares 11,940 Est. Cost $63.52 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $749 Shares 20,607 Est. Cost $40.99 Unrealized -21.7%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $746 Shares 7,760 Est. Cost $110.70 Unrealized +4.5%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $728 Shares 5,966 Est. Cost $88.02 Unrealized +19.6%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $720 Shares 5,628 Est. Cost $110.79 Unrealized -2.7%
IHS MARKIT LTD SHS 0.1%
Value ($000) $714 Shares 9,093 Est. Cost $75.58 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $709 Shares 4,947 Est. Cost $101.76 Unrealized +22.7%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $693 Shares 1,238 Est. Cost $567.66 Unrealized +6.2%
MAR MARRIOTT INTL INC 0.1%
Value ($000) $673 Shares 7,267 Est. Cost $84.14 Unrealized +8.1%
DON WISDOMTREE 0.1%
Value ($000) $670 Shares 23,135 Est. Cost $35.05 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $669 Shares 2,734 Est. Cost $35.48 Unrealized +17.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $652 Shares 3,050 Est. Cost $147.05 Unrealized +22.4%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $641 Shares 20,946 Est. Cost $36.15 Unrealized -22.4%
MPC MARATHON PETE CORP 0.1%
Value ($000) $603 Shares 20,547 Est. Cost $50.43 Unrealized -40.2%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $597 Shares 4,652 Est. Cost $51.71 Unrealized +103.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $593 Shares 9,967 Est. Cost $38.68 Unrealized +10.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $589 Shares 2,670 Est. Cost $175.54 Unrealized +16.0%
PROOFPOINT INC 0.1%
Value ($000) $579 Shares 5,485 Est. Cost $111.03 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $574 Shares 11,111 Est. Cost $40.93 Unrealized +7.5%
FDX FEDEX CORP 0.1%
Value ($000) $566 Shares 2,252 Est. Cost $180.94 Unrealized 0.0%
VNQ VANGUARD 0.1%
Value ($000) $557 Shares 7,055 Est. Cost $82.59 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value ($000) $556 Shares 58,814 Est. Cost $11.83 Unrealized -33.2%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $552 Shares 8,425 Est. Cost $48.65 Unrealized +20.8%
NKE NIKE INC 0.1%
Value ($000) $547 Shares 4,359 Est. Cost $81.98 Unrealized +21.5%
DDOG DATADOG INC 0.1%
Value ($000) $546 Shares 5,344 Est. Cost $87.05 Unrealized 0.0%
IJR ISHARES 0.1%
Value ($000) $542 Shares 7,716 Est. Cost $75.18 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.1%
Value ($000) $542 Shares 14,727 Est. Cost $61.83 Unrealized
VTIP VANGUARD 0.1%
Value ($000) $540 Shares 10,575 Est. Cost $50.65 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $536 Shares 755 Est. Cost $180.64 Unrealized +24.3%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $507 Shares 4,165 Est. Cost $110.21 Unrealized -14.8%
PTF INVESCO 0.1%
Value ($000) $497 Shares 4,520 Est. Cost $59.85 Unrealized
AME AMETEK INC 0.1%
Value ($000) $495 Shares 4,980 Est. Cost $49.70 Unrealized +87.7%
MTN VAIL RESORTS INC 0.1%
Value ($000) $489 Shares 2,284 Est. Cost $206.08 Unrealized 0.0%
VAW VANGUARD 0.1%
Value ($000) $489 Shares 3,629 Est. Cost $118.92 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $464 Shares 7,311 Est. Cost $69.41 Unrealized -27.4%
T AT&T INC 0.1%
Value ($000) $463 Shares 16,241 Est. Cost $15.85 Unrealized -1.8%
FTV FORTIVE CORP COM 0.1%
Value ($000) $435 Shares 5,702 Est. Cost $35.54 Unrealized +25.4%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $416 Shares 2,818 Est. Cost $103.67 Unrealized +19.1%
IVW ISHARES 0.1%
Value ($000) $415 Shares 1,795 Est. Cost $179.41 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $409 Shares 13,660 Est. Cost $37.35 Unrealized -15.7%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $388 Shares 6,520 Est. Cost $58.88 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $388 Shares 5,103 Est. Cost $99.39 Unrealized +1.8%
UNILEVER NV NEW YORK SHS NEW 0.1%
Value ($000) $381 Shares 6,322 Est. Cost $53.10 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $379 Shares 1,050 Est. Cost $186.39 Unrealized +81.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $378 Shares 5,475 Est. Cost $53.85 Unrealized +6.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $377 Shares 852 Est. Cost $330.32 Unrealized +23.3%
VIACOMCBS INC 0.1%
Value ($000) $374 Shares 13,366 Est. Cost $41.95 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $368 Shares 3,608 Est. Cost $65.54 Unrealized +36.1%
MMM 3M CO 0.1%
Value ($000) $343 Shares 2,144 Est. Cost $122.45 Unrealized -9.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $339 Shares 7,815 Est. Cost $48.35 Unrealized -11.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $331 Shares 4,112 Est. Cost $75.57 Unrealized -0.5%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $330 Shares 2,829 Est. Cost $100.85 Unrealized +5.6%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $329 Shares 5,720 Est. Cost $54.61 Unrealized -1.7%
IR INGERSOLL RAND INC 0.1%
Value ($000) $304 Shares 8,534 Est. Cost $31.60 Unrealized +5.4%
CSX CSX CORP 0.1%
Value ($000) $303 Shares 3,906 Est. Cost $20.51 Unrealized +11.9%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $298 Shares 3,081 Est. Cost $58.14 Unrealized +34.3%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $297 Shares 2,393 Est. Cost $137.11 Unrealized -10.3%
EMB ISHARES 0.1%
Value ($000) $295 Shares 2,656 Est. Cost $110.00 Unrealized
IWM ISHARES 0.1%
Value ($000) $295 Shares 1,968 Est. Cost $148.38 Unrealized
DE DEERE & CO 0.1%
Value ($000) $290 Shares 1,308 Est. Cost $110.73 Unrealized +62.4%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $285 Shares 2,353 Est. Cost $93.73 Unrealized +11.7%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $281 Shares 3,600 Est. Cost $67.82 Unrealized +0.2%
O REALTY INCOME CORP 0.1%
Value ($000) $279 Shares 4,606 Est. Cost $40.14 Unrealized +12.3%
CTAS CINTAS CORP 0.0%
Value ($000) $266 Shares 800 Est. Cost $54.66 Unrealized +33.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $247 Shares 12,542 Est. Cost $18.11 Unrealized -14.9%
NVDA NVIDIA CORP 0.0%
Value ($000) $240 Shares 444 Est. Cost $11.60 Unrealized 0.0%
STT STATE STREET CORP 0.0%
Value ($000) $238 Shares 4,012 Est. Cost $60.93 Unrealized -10.5%
VB VANGUARD 0.0%
Value ($000) $238 Shares 1,548 Est. Cost $145.94 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $237 Shares 1,601 Est. Cost $107.55 Unrealized +35.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $233 Shares 2,550 Est. Cost $62.54 Unrealized +33.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $233 Shares 16,708 Est. Cost $8.55 Unrealized 0.0%
BANF BANCFIRST CORP 0.0%
Value ($000) $231 Shares 5,662 Est. Cost $32.74 Unrealized +15.9%
OKE ONEOK INC 0.0%
Value ($000) $230 Shares 8,872 Est. Cost $39.65 Unrealized -49.7%
VOO VANGUARD 0.0%
Value ($000) $226 Shares 733 Est. Cost $308.32 Unrealized
AON AON PLC 0.0%
Value ($000) $225 Shares 1,088 Est. Cost $178.56 Unrealized +7.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $224 Shares 14,348 Est. Cost $13.50 Unrealized 0.0%
VGT VANGUARD 0.0%
Value ($000) $209 Shares 670 Est. Cost $311.94 Unrealized
IDEV ISHARES 0.0%
Value ($000) $208 Shares 3,852 Est. Cost $54.00 Unrealized
SPHD INVESCO 0.0%
Value ($000) $207 Shares 6,260 Est. Cost $42.29 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $205 Shares 1,816 Est. Cost $102.24 Unrealized -0.9%
VTV VANGUARD 0.0%
Value ($000) $200 Shares 1,914 Est. Cost $104.49 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $127 Shares 10,916 Est. Cost $12.82 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $119 Shares 22,055 Est. Cost $9.87 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $75 Shares 29,701 Est. Cost $2.53 Unrealized
BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $29 Shares 13,087 Est. Cost $3.56 Unrealized