Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 9, 2021

Total Value ($000): $710,557 (100.0% shares, 0.0% debt)

Holdings (239)

MSFT MICROSOFT CORP 4.9%
Value ($000) $34,769 Shares 123,333 Est. Cost $80.80 Unrealized +247.4%
AAPL APPLE INC 4.9%
Value ($000) $34,548 Shares 244,155 Est. Cost $85.78 Unrealized +67.8%
VEA VANGUARD 4.6%
Value ($000) $32,845 Shares 650,513 Est. Cost $39.53 Unrealized
DHR DANAHER CORP 2.1%
Value ($000) $14,646 Shares 48,109 Est. Cost $87.60 Unrealized +204.6%
VWO VANGUARD 2.0%
Value ($000) $14,544 Shares 290,823 Est. Cost $40.10 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $13,782 Shares 41,987 Est. Cost $148.84 Unrealized +97.9%
GOOG ALPHABET INC 1.9%
Value ($000) $13,572 Shares 5,092 Est. Cost $46.64 Unrealized +193.4%
PAYC PAYCOM SOFTWARE INC 1.8%
Value ($000) $12,802 Shares 25,824 Est. Cost $50.84 Unrealized +759.2%
BARCLAYS ETN SHILLER CAPET 1.8%
Value ($000) $12,553 Shares 595,784 Est. Cost $30.75 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $11,216 Shares 68,521 Est. Cost $82.22 Unrealized +70.6%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $11,017 Shares 68,215 Est. Cost $103.85 Unrealized +44.7%
AMZN AMAZON COM INC 1.5%
Value ($000) $10,972 Shares 3,340 Est. Cost $133.82 Unrealized +28.9%
QCOM QUALCOMM INC 1.4%
Value ($000) $9,982 Shares 77,395 Est. Cost $53.01 Unrealized +143.0%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $9,969 Shares 25,511 Est. Cost $221.66 Unrealized +73.6%
GOOGL ALPHABET INC 1.3%
Value ($000) $9,315 Shares 3,484 Est. Cost $58.35 Unrealized +131.4%
SBUX STARBUCKS CORP 1.3%
Value ($000) $9,253 Shares 83,881 Est. Cost $63.70 Unrealized +66.0%
ABBV ABBVIE INC 1.3%
Value ($000) $9,175 Shares 85,061 Est. Cost $54.31 Unrealized +79.0%
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $9,175 Shares 44,408 Est. Cost $111.77 Unrealized +81.5%
META META PLATFORMS INC CL A 1.3%
Value ($000) $9,036 Shares 26,624 Est. Cost $227.61 Unrealized +57.1%
SCZ ISHARES 1.2%
Value ($000) $8,211 Shares 110,359 Est. Cost $54.41 Unrealized
AMT AMERICAN TOWER CORP 1.1%
Value ($000) $8,164 Shares 30,760 Est. Cost $180.17 Unrealized +38.0%
ABT ABBOTT LABS 1.1%
Value ($000) $7,914 Shares 67,001 Est. Cost $67.16 Unrealized +69.0%
ACN ACCENTURE PLC A 1.1%
Value ($000) $7,861 Shares 24,572 Est. Cost $166.00 Unrealized +84.0%
V VISA INC 1.1%
Value ($000) $7,758 Shares 34,829 Est. Cost $150.36 Unrealized +51.0%
INTC INTEL CORP 1.1%
Value ($000) $7,612 Shares 142,866 Est. Cost $42.99 Unrealized +15.9%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value ($000) $7,481 Shares 27,411 Est. Cost $198.99 Unrealized +41.1%
SPY SPDR S&P 500 (MKT) 1.0%
Value ($000) $7,197 Shares 16,770 Est. Cost $284.82 Unrealized
IVV ISHARES 1.0%
Value ($000) $7,184 Shares 16,677 Est. Cost $281.91 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $7,127 Shares 35,647 Est. Cost $128.20 Unrealized +46.4%
LOW LOWES COS INC 1.0%
Value ($000) $7,106 Shares 35,028 Est. Cost $87.36 Unrealized +110.1%
MCD MCDONALD'S CORP 1.0%
Value ($000) $7,099 Shares 29,443 Est. Cost $123.58 Unrealized +74.7%
ORCL ORACLE CORP 1.0%
Value ($000) $7,050 Shares 80,912 Est. Cost $51.38 Unrealized +62.2%
WMT WALMART INC 1.0%
Value ($000) $6,975 Shares 50,048 Est. Cost $25.27 Unrealized +80.0%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $6,904 Shares 32,521 Est. Cost $110.63 Unrealized +75.9%
TIP ISHARES 0.9%
Value ($000) $6,618 Shares 51,827 Est. Cost $114.75 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $6,159 Shares 36,768 Est. Cost $92.42 Unrealized +71.2%
DIS WALT DISNEY CO 0.9%
Value ($000) $6,106 Shares 36,094 Est. Cost $111.30 Unrealized +56.5%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $5,727 Shares 105,208 Est. Cost $37.96 Unrealized +29.7%
ICE INTERCONTINENTAL EXCHANGE INC 0.8%
Value ($000) $5,532 Shares 48,180 Est. Cost $61.78 Unrealized +81.3%
LAM RESEARCH CORP 0.8%
Value ($000) $5,440 Shares 9,559 Est. Cost $358.48 Unrealized
USB US BANCORP 0.8%
Value ($000) $5,414 Shares 91,081 Est. Cost $37.63 Unrealized +24.0%
CVX CHEVRON CORP 0.7%
Value ($000) $5,254 Shares 51,789 Est. Cost $83.60 Unrealized -0.3%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $5,170 Shares 26,900 Est. Cost $83.17 Unrealized +102.0%
CMCSA COMCAST CORP 0.7%
Value ($000) $5,149 Shares 92,050 Est. Cost $40.03 Unrealized +28.4%
VIG VANGUARD 0.7%
Value ($000) $4,951 Shares 32,235 Est. Cost $107.47 Unrealized
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $4,923 Shares 35,215 Est. Cost $72.10 Unrealized +76.5%
VTIP VANGUARD 0.7%
Value ($000) $4,667 Shares 88,770 Est. Cost $51.86 Unrealized
MS MORGAN STANLEY 0.6%
Value ($000) $4,565 Shares 46,909 Est. Cost $37.90 Unrealized +126.2%
TGT TARGET CORP 0.6%
Value ($000) $4,497 Shares 19,655 Est. Cost $92.48 Unrealized +137.8%
RVTY PERKINELMER INC 0.6%
Value ($000) $4,466 Shares 25,765 Est. Cost $140.37 Unrealized +24.3%
MRK MERCK & CO INC 0.6%
Value ($000) $4,336 Shares 57,721 Est. Cost $59.19 Unrealized +11.7%
GM GENERAL MTRS CO 0.6%
Value ($000) $4,122 Shares 78,196 Est. Cost $50.80 Unrealized +1.0%
KO COCA-COLA CO 0.6%
Value ($000) $3,912 Shares 74,544 Est. Cost $34.38 Unrealized +41.9%
RSP INVESCO 0.5%
Value ($000) $3,700 Shares 24,696 Est. Cost $123.96 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $3,679 Shares 13,150 Est. Cost $211.40 Unrealized +33.1%
VCIT VANGUARD 0.5%
Value ($000) $3,587 Shares 37,992 Est. Cost $95.18 Unrealized
UPS UNITED PARCEL SERVICE 0.5%
Value ($000) $3,583 Shares 19,678 Est. Cost $93.26 Unrealized +74.5%
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $3,549 Shares 27,571 Est. Cost $83.26 Unrealized +56.8%
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,544 Shares 77,852 Est. Cost $31.27 Unrealized +8.7%
IEMG ISHARES 0.5%
Value ($000) $3,519 Shares 56,970 Est. Cost $48.35 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $3,513 Shares 23,203 Est. Cost $90.00 Unrealized +57.4%
PYPL PAYPAL HOLDINGS INC 0.5%
Value ($000) $3,458 Shares 13,289 Est. Cost $131.65 Unrealized +115.0%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $3,361 Shares 57,771 Est. Cost $45.42 Unrealized +22.0%
IEFA ISHARES 0.4%
Value ($000) $2,962 Shares 39,901 Est. Cost $59.22 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,923 Shares 41,849 Est. Cost $50.75 Unrealized +17.0%
PEP PEPSICO INC 0.4%
Value ($000) $2,898 Shares 19,264 Est. Cost $93.62 Unrealized +44.2%
GLW CORNING INC 0.4%
Value ($000) $2,894 Shares 79,305 Est. Cost $26.76 Unrealized +31.8%
GPC GENUINE PARTS CO 0.4%
Value ($000) $2,893 Shares 23,868 Est. Cost $84.75 Unrealized +30.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,841 Shares 48,292 Est. Cost $52.33 Unrealized -7.4%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $2,794 Shares 17,249 Est. Cost $79.69 Unrealized +89.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,757 Shares 7,991 Est. Cost $295.61 Unrealized +8.5%
PAYX PAYCHEX INC 0.4%
Value ($000) $2,718 Shares 24,173 Est. Cost $63.19 Unrealized +57.1%
GPN GLOBAL PAYMENTS INC 0.4%
Value ($000) $2,691 Shares 17,081 Est. Cost $163.62 Unrealized +1.9%
PFE PFIZER INC 0.4%
Value ($000) $2,681 Shares 62,352 Est. Cost $24.23 Unrealized +47.2%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $2,676 Shares 63,020 Est. Cost $26.88 Unrealized +34.2%
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $2,562 Shares 13,095 Est. Cost $102.66 Unrealized +56.6%
VPU VANGUARD 0.4%
Value ($000) $2,488 Shares 17,884 Est. Cost $112.65 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,457 Shares 36,251 Est. Cost $46.29 Unrealized +6.5%
PSX PHILLIPS 66 0.3%
Value ($000) $2,457 Shares 35,091 Est. Cost $67.29 Unrealized -9.0%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,452 Shares 41,801 Est. Cost $41.12 Unrealized +9.7%
GVI ISHARES 0.3%
Value ($000) $2,439 Shares 21,185 Est. Cost $111.55 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,367 Shares 12,073 Est. Cost $146.46 Unrealized +33.3%
DHI DR HORTON INC 0.3%
Value ($000) $2,283 Shares 27,177 Est. Cost $55.37 Unrealized +59.2%
BLACKROCK INC 0.3%
Value ($000) $2,251 Shares 2,684 Est. Cost $524.31 Unrealized
VOX VANGUARD 0.3%
Value ($000) $2,223 Shares 15,789 Est. Cost $95.76 Unrealized
JMBS JANUS HENDERSON 0.3%
Value ($000) $2,202 Shares 41,419 Est. Cost $52.25 Unrealized
DVN DEVON ENERGY CORP 0.3%
Value ($000) $2,137 Shares 60,195 Est. Cost $11.85 Unrealized +90.0%
MET METLIFE INC 0.3%
Value ($000) $2,106 Shares 34,117 Est. Cost $35.46 Unrealized +48.7%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,055 Shares 10,704 Est. Cost $86.61 Unrealized +121.8%
AMGN AMGEN INC 0.3%
Value ($000) $2,044 Shares 9,615 Est. Cost $180.68 Unrealized +10.8%
ZBH ZIMMER BIOMET HLDGS INC 0.3%
Value ($000) $2,038 Shares 13,926 Est. Cost $109.59 Unrealized +29.2%
MPC MARATHON PETE CORP 0.3%
Value ($000) $1,988 Shares 32,164 Est. Cost $49.54 Unrealized +4.6%
CB CHUBB LIMITED COM 0.3%
Value ($000) $1,938 Shares 11,170 Est. Cost $131.68 Unrealized +25.3%
FISV FISERV INC 0.3%
Value ($000) $1,928 Shares 17,773 Est. Cost $93.02 Unrealized +20.1%
VIGI VANGUARD 0.3%
Value ($000) $1,926 Shares 22,084 Est. Cost $65.41 Unrealized
EEM ISHARES 0.3%
Value ($000) $1,917 Shares 38,058 Est. Cost $41.49 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,890 Shares 5,000 Est. Cost $192.33 Unrealized +81.9%
OKE ONEOK INC 0.3%
Value ($000) $1,847 Shares 31,848 Est. Cost $37.38 Unrealized +13.3%
VCSH VANGUARD 0.2%
Value ($000) $1,729 Shares 20,983 Est. Cost $80.82 Unrealized
IDEV ISHARES 0.2%
Value ($000) $1,721 Shares 25,762 Est. Cost $63.79 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,706 Shares 2,792 Est. Cost $26.84 Unrealized +49.2%
INTERPUBLIC GROUP OF COS INC 0.2%
Value ($000) $1,666 Shares 45,417 Est. Cost $30.34 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,662 Shares 19,586 Est. Cost $60.56 Unrealized +19.8%
PB PROSPERITY BANCSHARES INC 0.2%
Value ($000) $1,661 Shares 23,345 Est. Cost $56.04 Unrealized +6.5%
BRK/A BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,646 Shares 6 Est. Cost $279327.44 Unrealized +51.3%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $1,606 Shares 28,728 Est. Cost $45.90 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $1,606 Shares 6,616 Est. Cost $180.47 Unrealized +30.4%
PCAR PACCAR INC 0.2%
Value ($000) $1,575 Shares 19,959 Est. Cost $37.29 Unrealized +24.6%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,571 Shares 5,794 Est. Cost $149.98 Unrealized +67.3%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,567 Shares 7,113 Est. Cost $186.56 Unrealized +11.4%
VNQI VANGUARD 0.2%
Value ($000) $1,559 Shares 27,683 Est. Cost $53.24 Unrealized
IVW ISHARES 0.2%
Value ($000) $1,494 Shares 20,211 Est. Cost $80.05 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,479 Shares 6,723 Est. Cost $184.82 Unrealized +20.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,415 Shares 2,955 Est. Cost $39.02 Unrealized +80.1%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,354 Shares 13,866 Est. Cost $67.13 Unrealized +30.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,331 Shares 16,954 Est. Cost $58.00 Unrealized +23.9%
NOW SERVICENOW INC 0.2%
Value ($000) $1,319 Shares 2,120 Est. Cost $76.61 Unrealized +58.1%
BBY BEST BUY CO INC 0.2%
Value ($000) $1,301 Shares 12,301 Est. Cost $58.95 Unrealized +56.0%
MRNA MODERNA INC 0.2%
Value ($000) $1,274 Shares 3,312 Est. Cost $176.94 Unrealized +108.4%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,237 Shares 15,129 Est. Cost $61.43 Unrealized +18.6%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,233 Shares 14,727 Est. Cost $61.83 Unrealized
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,222 Shares 7,229 Est. Cost $126.80 Unrealized +36.4%
FDX FEDEX CORP 0.2%
Value ($000) $1,157 Shares 5,272 Est. Cost $225.24 Unrealized +10.1%
HEI/A HEICO CORP 0.2%
Value ($000) $1,126 Shares 9,510 Est. Cost $72.61 Unrealized +63.3%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $1,095 Shares 5,641 Est. Cost $124.46 Unrealized +55.6%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,090 Shares 7,357 Est. Cost $85.00 Unrealized +58.4%
MA MASTERCARD INC 0.2%
Value ($000) $1,080 Shares 3,109 Est. Cost $275.04 Unrealized +29.0%
IWR ISHARES 0.2%
Value ($000) $1,071 Shares 13,689 Est. Cost $68.56 Unrealized
OSK OSHKOSH CORPORATION 0.1%
Value ($000) $1,029 Shares 10,053 Est. Cost $110.36 Unrealized -3.6%
AFL AFLAC INC 0.1%
Value ($000) $1,001 Shares 19,209 Est. Cost $40.99 Unrealized +20.6%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $990 Shares 14,201 Est. Cost $43.35 Unrealized +23.5%
EQIX EQUINIX INC 0.1%
Value ($000) $972 Shares 1,230 Est. Cost $556.56 Unrealized +36.9%
ADM ARCHER-DANIELS-MIDLAND CO 0.1%
Value ($000) $966 Shares 16,093 Est. Cost $55.72 Unrealized -4.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $947 Shares 3,960 Est. Cost $161.90 Unrealized +44.2%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $923 Shares 21,641 Est. Cost $36.49 Unrealized +8.8%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $920 Shares 1,521 Est. Cost $572.21 Unrealized +7.9%
MCK MCKESSON CORP 0.1%
Value ($000) $917 Shares 4,598 Est. Cost $192.35 Unrealized +1.4%
JNK SPDR 0.1%
Value ($000) $912 Shares 8,346 Est. Cost $102.99 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $904 Shares 16,747 Est. Cost $40.20 Unrealized +5.3%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $901 Shares 4,581 Est. Cost $55.33 Unrealized +214.4%
IHS MARKIT LTD SHS 0.1%
Value ($000) $872 Shares 7,473 Est. Cost $75.58 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $862 Shares 6,097 Est. Cost $88.22 Unrealized +43.1%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $832 Shares 8,827 Est. Cost $50.25 Unrealized +81.5%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $829 Shares 4,003 Est. Cost $124.00 Unrealized +60.4%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $826 Shares 5,771 Est. Cost $88.78 Unrealized +65.3%
MTN VAIL RESORTS INC 0.1%
Value ($000) $822 Shares 2,462 Est. Cost $213.94 Unrealized +44.2%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $821 Shares 1,426 Est. Cost $364.98 Unrealized +72.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $813 Shares 1,423 Est. Cost $413.16 Unrealized +31.3%
HSY HERSHEY CO 0.1%
Value ($000) $781 Shares 4,613 Est. Cost $101.76 Unrealized +56.1%
DTE DTE ENERGY CO 0.1%
Value ($000) $761 Shares 6,812 Est. Cost $88.99 Unrealized +13.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $759 Shares 3,086 Est. Cost $219.31 Unrealized +4.0%
LQD ISHARES 0.1%
Value ($000) $756 Shares 5,682 Est. Cost $134.21 Unrealized
DE DEERE & CO 0.1%
Value ($000) $753 Shares 2,245 Est. Cost $199.10 Unrealized +70.4%
EFA ISHARES 0.1%
Value ($000) $745 Shares 9,556 Est. Cost $63.52 Unrealized
DON WISDOMTREE 0.1%
Value ($000) $736 Shares 17,755 Est. Cost $35.05 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $735 Shares 1,637 Est. Cost $260.73 Unrealized +60.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $723 Shares 727 Est. Cost $180.64 Unrealized +85.9%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $718 Shares 5,167 Est. Cost $106.95 Unrealized +4.8%
T AT&T INC 0.1%
Value ($000) $713 Shares 26,365 Est. Cost $16.00 Unrealized +0.4%
IWM ISHARES 0.1%
Value ($000) $709 Shares 3,241 Est. Cost $168.66 Unrealized
PTF INVESCO 0.1%
Value ($000) $679 Shares 4,520 Est. Cost $59.85 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $677 Shares 6,649 Est. Cost $82.59 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $658 Shares 24,068 Est. Cost $24.36 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $656 Shares 2,919 Est. Cost $210.49 Unrealized -0.0%
AME AMETEK INC 0.1%
Value ($000) $618 Shares 4,980 Est. Cost $49.70 Unrealized +162.5%
VAW VANGUARD 0.1%
Value ($000) $613 Shares 3,540 Est. Cost $118.92 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $600 Shares 5,700 Est. Cost $69.41 Unrealized +20.2%
IJH ISHARES 0.1%
Value ($000) $587 Shares 2,230 Est. Cost $180.11 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $571 Shares 9,741 Est. Cost $50.68 Unrealized +13.7%
NWL NEWELL BRANDS 0.1%
Value ($000) $570 Shares 25,724 Est. Cost $20.01 Unrealized +4.7%
AVGO BROADCOM INC 0.1%
Value ($000) $568 Shares 1,172 Est. Cost $43.54 Unrealized +2.2%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $563 Shares 2,393 Est. Cost $137.11 Unrealized +73.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $543 Shares 7,693 Est. Cost $49.26 Unrealized +16.8%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $541 Shares 12,461 Est. Cost $38.02 Unrealized +16.4%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $537 Shares 9,587 Est. Cost $40.93 Unrealized +25.3%
VIACOMCBS INC 0.1%
Value ($000) $528 Shares 13,366 Est. Cost $41.95 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $516 Shares 8,712 Est. Cost $47.67 Unrealized +15.0%
LEN LENNAR CORP 0.1%
Value ($000) $507 Shares 5,410 Est. Cost $91.04 Unrealized +1.9%
NVDA NVIDIA CORP 0.1%
Value ($000) $498 Shares 2,404 Est. Cost $18.41 Unrealized +12.5%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $486 Shares 2,924 Est. Cost $158.96 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $479 Shares 3,210 Est. Cost $65.54 Unrealized +127.7%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $472 Shares 12,831 Est. Cost $27.65 Unrealized +10.5%
XEL XCEL ENERGY INC 0.1%
Value ($000) $469 Shares 7,517 Est. Cost $56.07 Unrealized +4.4%
WMB WILLIAMS COS INC 0.1%
Value ($000) $450 Shares 17,315 Est. Cost $18.11 Unrealized +12.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $450 Shares 2,688 Est. Cost $101.80 Unrealized +52.5%
OGE OGE ENERGY CORP 0.1%
Value ($000) $446 Shares 13,515 Est. Cost $36.53 Unrealized -5.5%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $445 Shares 1,047 Est. Cost $191.03 Unrealized +118.7%
MMM 3M CO 0.1%
Value ($000) $445 Shares 2,539 Est. Cost $123.28 Unrealized +11.4%
IJR ISHARES 0.1%
Value ($000) $404 Shares 3,702 Est. Cost $76.93 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $403 Shares 7,791 Est. Cost $34.33 Unrealized +47.7%
CTVA CORTEVA INC 0.1%
Value ($000) $403 Shares 9,570 Est. Cost $41.24 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $403 Shares 12,384 Est. Cost $13.59 Unrealized +143.4%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $399 Shares 4,642 Est. Cost $54.89 Unrealized +41.0%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $390 Shares 2,258 Est. Cost $93.73 Unrealized +94.1%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $390 Shares 3,615 Est. Cost $67.82 Unrealized +45.8%
FTV FORTIVE CORP COM 0.1%
Value ($000) $381 Shares 5,390 Est. Cost $35.54 Unrealized +51.1%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $375 Shares 2,831 Est. Cost $104.07 Unrealized +11.0%
IFF INTERNATIONAL FLAVORS & 0.1%
Value ($000) $371 Shares 2,772 Est. Cost $129.90 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $370 Shares 1,601 Est. Cost $107.55 Unrealized +120.1%
IR INGERSOLL RAND INC 0.1%
Value ($000) $369 Shares 7,303 Est. Cost $31.60 Unrealized +60.2%
CSX CSX CORP 0.1%
Value ($000) $362 Shares 12,174 Est. Cost $27.56 Unrealized +9.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $352 Shares 4,963 Est. Cost $60.69 Unrealized +20.7%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $350 Shares 3,695 Est. Cost $66.81 Unrealized +21.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $340 Shares 16,708 Est. Cost $8.92 Unrealized +48.0%
HPQ HP INC COM 0.0%
Value ($000) $325 Shares 11,891 Est. Cost $27.18 Unrealized -9.5%
SVB FINANCIAL GROUP 0.0%
Value ($000) $323 Shares 500 Est. Cost $494.00 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $315 Shares 3,916 Est. Cost $75.57 Unrealized -5.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $312 Shares 2,550 Est. Cost $62.54 Unrealized +86.8%
CTAS CINTAS CORP 0.0%
Value ($000) $304 Shares 800 Est. Cost $54.66 Unrealized +71.9%
OGS ONE GAS INC COM 0.0%
Value ($000) $304 Shares 4,797 Est. Cost $72.28 Unrealized -1.4%
EMB ISHARES 0.0%
Value ($000) $285 Shares 2,585 Est. Cost $110.60 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $284 Shares 3,167 Est. Cost $56.53 Unrealized +35.3%
RZG INVESCO 0.0%
Value ($000) $282 Shares 1,765 Est. Cost $138.24 Unrealized
VTV VANGUARD 0.0%
Value ($000) $281 Shares 2,079 Est. Cost $108.55 Unrealized
VOO VANGUARD 0.0%
Value ($000) $276 Shares 700 Est. Cost $324.29 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $271 Shares 1,813 Est. Cost $104.49 Unrealized +33.7%
STT STATE STREET CORP 0.0%
Value ($000) $271 Shares 3,198 Est. Cost $60.93 Unrealized +23.3%
NKE NIKE INC 0.0%
Value ($000) $266 Shares 1,826 Est. Cost $82.95 Unrealized +83.9%
BANF BANCFIRST CORP 0.0%
Value ($000) $266 Shares 4,419 Est. Cost $32.74 Unrealized +61.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $256 Shares 1,707 Est. Cost $146.68 Unrealized +17.0%
RFG INVESCO 0.0%
Value ($000) $255 Shares 1,156 Est. Cost $202.42 Unrealized
PEJ INVESCO 0.0%
Value ($000) $254 Shares 5,045 Est. Cost $40.04 Unrealized
VGT VANGUARD 0.0%
Value ($000) $245 Shares 611 Est. Cost $311.94 Unrealized
VB VANGUARD 0.0%
Value ($000) $242 Shares 1,108 Est. Cost $145.94 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $239 Shares 496 Est. Cost $419.35 Unrealized
SPHD INVESCO 0.0%
Value ($000) $233 Shares 5,511 Est. Cost $42.29 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $220 Shares 1,100 Est. Cost $179.43 Unrealized +11.9%
EXC EXELON CORP 0.0%
Value ($000) $219 Shares 4,530 Est. Cost $27.36 Unrealized +7.1%
WY WEYERHAEUSER CO 0.0%
Value ($000) $216 Shares 6,089 Est. Cost $27.92 Unrealized +3.7%
MGM MGM RESORTS INTL 0.0%
Value ($000) $216 Shares 5,000 Est. Cost $41.35 Unrealized -1.5%
VT VANGUARD 0.0%
Value ($000) $214 Shares 2,102 Est. Cost $97.05 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $213 Shares 2,710 Est. Cost $67.77 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $212 Shares 22,055 Est. Cost $9.57 Unrealized
FRCB FIRST REP BK SAN FRAN CA 0.0%
Value ($000) $211 Shares 1,093 Est. Cost $181.61 Unrealized +7.2%
KEY KEYCORP 0.0%
Value ($000) $209 Shares 9,663 Est. Cost $16.22 Unrealized 0.0%
VTI VANGUARD 0.0%
Value ($000) $207 Shares 930 Est. Cost $222.58 Unrealized
UNILEVER PLC SPONSORED ADR NEW 0.0%
Value ($000) $203 Shares 3,755 Est. Cost $60.19 Unrealized
IDU ISHARES 0.0%
Value ($000) $202 Shares 2,558 Est. Cost $79.75 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $153 Shares 30,201 Est. Cost $2.53 Unrealized