Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 11, 2022

Total Value ($000): $707,519 (100.0% shares, 0.0% debt)

Holdings (245)

AAPL APPLE INC 5.9%
Value ($000) $41,813 Shares 239,464 Est. Cost $85.78 Unrealized +92.2%
MSFT MICROSOFT CORP 5.3%
Value ($000) $37,647 Shares 122,110 Est. Cost $80.80 Unrealized +260.6%
VEA VANGUARD 4.3%
Value ($000) $30,280 Shares 630,437 Est. Cost $39.53 Unrealized
GOOG ALPHABET INC 2.1%
Value ($000) $14,647 Shares 5,244 Est. Cost $49.29 Unrealized +173.7%
ABBV ABBVIE INC 2.1%
Value ($000) $14,530 Shares 89,625 Est. Cost $56.87 Unrealized +122.3%
BARCLAYS 1.9%
Value ($000) $13,282 Shares 595,875 Est. Cost $30.66 Unrealized
QCOM QUALCOMM INC 1.9%
Value ($000) $13,155 Shares 86,080 Est. Cost $62.50 Unrealized +145.7%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $13,152 Shares 25,790 Est. Cost $224.55 Unrealized +100.9%
HD HOME DEPOT INC 1.7%
Value ($000) $12,315 Shares 41,139 Est. Cost $148.84 Unrealized +111.0%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $12,058 Shares 68,041 Est. Cost $103.85 Unrealized +46.2%
VWO VANGUARD 1.6%
Value ($000) $11,496 Shares 249,196 Est. Cost $40.10 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $11,172 Shares 3,427 Est. Cost $134.30 Unrealized +15.1%
GOOGL ALPHABET INC 1.3%
Value ($000) $9,418 Shares 3,386 Est. Cost $58.35 Unrealized +131.0%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $9,348 Shares 68,572 Est. Cost $82.22 Unrealized +62.6%
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $9,307 Shares 44,450 Est. Cost $111.77 Unrealized +82.2%
V VISA INC 1.3%
Value ($000) $9,104 Shares 41,050 Est. Cost $159.24 Unrealized +31.9%
PAYC PAYCOM SOFTWARE INC 1.3%
Value ($000) $8,945 Shares 25,824 Est. Cost $50.84 Unrealized +546.6%
DHR DANAHER CORP 1.3%
Value ($000) $8,927 Shares 30,434 Est. Cost $87.60 Unrealized +180.5%
ACN ACCENTURE PLC A 1.1%
Value ($000) $7,875 Shares 23,353 Est. Cost $166.00 Unrealized +91.9%
SPY SPDR S&P 500 (MKT) 1.1%
Value ($000) $7,848 Shares 17,377 Est. Cost $292.25 Unrealized
AMT AMERICAN TOWER CORP 1.1%
Value ($000) $7,820 Shares 31,130 Est. Cost $180.17 Unrealized +19.3%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $7,813 Shares 34,338 Est. Cost $128.20 Unrealized +53.6%
IVV ISHARES 1.1%
Value ($000) $7,679 Shares 16,926 Est. Cost $284.83 Unrealized
ABT ABBOTT LABS 1.1%
Value ($000) $7,631 Shares 64,461 Est. Cost $67.16 Unrealized +71.8%
WMT WALMART INC 1.1%
Value ($000) $7,563 Shares 50,786 Est. Cost $25.27 Unrealized +76.5%
INTC INTEL CORP 1.0%
Value ($000) $7,425 Shares 149,822 Est. Cost $43.16 Unrealized +7.0%
SBUX STARBUCKS CORP 1.0%
Value ($000) $7,384 Shares 81,178 Est. Cost $63.70 Unrealized +34.9%
SCZ ISHARES 1.0%
Value ($000) $7,014 Shares 105,728 Est. Cost $54.41 Unrealized
TIP ISHARES 1.0%
Value ($000) $6,849 Shares 54,979 Est. Cost $115.98 Unrealized
ORCL ORACLE CORP 1.0%
Value ($000) $6,845 Shares 82,739 Est. Cost $52.49 Unrealized +46.6%
LOW LOWES COS INC 1.0%
Value ($000) $6,812 Shares 33,688 Est. Cost $87.36 Unrealized +144.2%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $6,451 Shares 34,500 Est. Cost $92.42 Unrealized +85.9%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $6,323 Shares 41,381 Est. Cost $81.78 Unrealized +73.8%
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $6,171 Shares 17,485 Est. Cost $198.99 Unrealized +62.6%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $5,927 Shares 106,286 Est. Cost $37.96 Unrealized +32.4%
VTIP VANGUARD 0.8%
Value ($000) $5,526 Shares 107,918 Est. Cost $51.77 Unrealized
CMCSA COMCAST CORP 0.8%
Value ($000) $5,494 Shares 117,338 Est. Cost $40.82 Unrealized +5.0%
LAM RESEARCH CORP 0.7%
Value ($000) $5,135 Shares 9,552 Est. Cost $358.48 Unrealized
DIS WALT DISNEY CO 0.7%
Value ($000) $5,028 Shares 36,666 Est. Cost $112.09 Unrealized +26.0%
MS MORGAN STANLEY 0.7%
Value ($000) $4,715 Shares 53,944 Est. Cost $45.77 Unrealized +84.9%
VIG VANGUARD 0.7%
Value ($000) $4,710 Shares 29,046 Est. Cost $107.47 Unrealized
USB US BANCORP 0.7%
Value ($000) $4,679 Shares 88,020 Est. Cost $37.63 Unrealized +27.1%
TGT TARGET CORP 0.7%
Value ($000) $4,644 Shares 21,881 Est. Cost $103.93 Unrealized +84.1%
MRK MERCK & CO INC 0.6%
Value ($000) $4,594 Shares 55,985 Est. Cost $59.46 Unrealized +17.5%
UPS UNITED PARCEL SERVICE 0.6%
Value ($000) $4,274 Shares 19,930 Est. Cost $93.26 Unrealized +90.0%
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $4,196 Shares 31,762 Est. Cost $61.78 Unrealized +98.4%
UNP UNION PACIFIC CORP 0.6%
Value ($000) $4,189 Shares 15,330 Est. Cost $161.73 Unrealized +42.6%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,116 Shares 49,834 Est. Cost $52.71 Unrealized +28.8%
RSP INVESCO 0.6%
Value ($000) $4,110 Shares 26,059 Est. Cost $126.11 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $3,997 Shares 23,884 Est. Cost $103.17 Unrealized +43.9%
MO ALTRIA GROUP INC 0.6%
Value ($000) $3,938 Shares 75,360 Est. Cost $31.27 Unrealized +18.8%
RVTY PERKINELMER INC 0.6%
Value ($000) $3,935 Shares 22,556 Est. Cost $140.37 Unrealized +25.4%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $3,841 Shares 22,532 Est. Cost $90.00 Unrealized +65.2%
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $3,741 Shares 28,382 Est. Cost $85.53 Unrealized +55.4%
OKE ONEOK INC 0.5%
Value ($000) $3,600 Shares 50,976 Est. Cost $42.67 Unrealized +21.9%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $3,537 Shares 56,341 Est. Cost $45.42 Unrealized +29.1%
CVX CHEVRON CORP 0.5%
Value ($000) $3,515 Shares 21,588 Est. Cost $83.60 Unrealized +46.8%
FISV FISERV INC 0.5%
Value ($000) $3,386 Shares 33,394 Est. Cost $97.37 Unrealized +3.9%
META META PLATFORMS INC CL A 0.5%
Value ($000) $3,316 Shares 14,909 Est. Cost $232.83 Unrealized +6.6%
MCD MCDONALD'S CORP 0.5%
Value ($000) $3,292 Shares 13,309 Est. Cost $123.58 Unrealized +84.3%
PAYX PAYCHEX INC 0.5%
Value ($000) $3,253 Shares 23,837 Est. Cost $63.19 Unrealized +73.7%
PFE PFIZER INC 0.4%
Value ($000) $3,143 Shares 60,713 Est. Cost $24.23 Unrealized +75.3%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $3,049 Shares 15,672 Est. Cost $110.63 Unrealized +54.0%
PSX PHILLIPS 66 0.4%
Value ($000) $3,011 Shares 34,859 Est. Cost $67.53 Unrealized +7.9%
GPC GENUINE PARTS CO 0.4%
Value ($000) $2,955 Shares 23,444 Est. Cost $84.75 Unrealized +37.0%
DVN DEVON ENERGY CORP 0.4%
Value ($000) $2,941 Shares 49,755 Est. Cost $11.85 Unrealized +275.9%
VCIT VANGUARD 0.4%
Value ($000) $2,920 Shares 33,939 Est. Cost $95.18 Unrealized
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $2,889 Shares 24,990 Est. Cost $171.19 Unrealized -22.4%
GLW CORNING INC 0.4%
Value ($000) $2,889 Shares 78,256 Est. Cost $26.76 Unrealized +30.5%
BLACKROCK INC 0.4%
Value ($000) $2,872 Shares 3,758 Est. Cost $601.44 Unrealized
IEFA ISHARES 0.4%
Value ($000) $2,848 Shares 40,978 Est. Cost $59.67 Unrealized
GM GENERAL MTRS CO 0.4%
Value ($000) $2,830 Shares 64,694 Est. Cost $51.31 Unrealized -6.1%
MCK MCKESSON CORP 0.4%
Value ($000) $2,732 Shares 8,925 Est. Cost $206.03 Unrealized +29.4%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $2,721 Shares 66,005 Est. Cost $27.69 Unrealized +47.4%
GPN GLOBAL PAYMENTS INC 0.4%
Value ($000) $2,485 Shares 18,158 Est. Cost $160.71 Unrealized -16.3%
KO COCA-COLA CO 0.3%
Value ($000) $2,462 Shares 39,707 Est. Cost $34.38 Unrealized +57.2%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2,451 Shares 9,819 Est. Cost $211.40 Unrealized +26.1%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,444 Shares 41,110 Est. Cost $50.75 Unrealized +8.7%
IEMG ISHARES 0.3%
Value ($000) $2,402 Shares 43,228 Est. Cost $48.35 Unrealized
DHI DR HORTON INC 0.3%
Value ($000) $2,397 Shares 32,170 Est. Cost $61.33 Unrealized +35.9%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,393 Shares 42,203 Est. Cost $41.12 Unrealized +23.1%
COF CAPITAL ONE FINANCIAL 0.3%
Value ($000) $2,382 Shares 18,147 Est. Cost $82.73 Unrealized +64.2%
MET METLIFE INC 0.3%
Value ($000) $2,361 Shares 33,595 Est. Cost $35.46 Unrealized +69.5%
CB CHUBB LIMITED COM 0.3%
Value ($000) $2,308 Shares 10,791 Est. Cost $131.68 Unrealized +46.5%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $2,297 Shares 12,450 Est. Cost $102.66 Unrealized +69.6%
VPU VANGUARD 0.3%
Value ($000) $2,278 Shares 14,076 Est. Cost $112.65 Unrealized
GVI ISHARES 0.3%
Value ($000) $2,240 Shares 20,637 Est. Cost $111.55 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $2,116 Shares 6 Est. Cost $279327.44 Unrealized +73.8%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,098 Shares 9,416 Est. Cost $88.22 Unrealized +121.5%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,096 Shares 28,696 Est. Cost $53.90 Unrealized +5.4%
AVGO BROADCOM INC 0.3%
Value ($000) $2,037 Shares 3,235 Est. Cost $50.35 Unrealized +9.4%
JMBS JANUS HENDERSON 0.3%
Value ($000) $2,036 Shares 40,802 Est. Cost $52.28 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,028 Shares 20,043 Est. Cost $60.95 Unrealized +50.9%
AMGN AMGEN INC 0.3%
Value ($000) $2,004 Shares 8,282 Est. Cost $181.84 Unrealized +11.8%
DE DEERE & CO 0.3%
Value ($000) $1,943 Shares 4,676 Est. Cost $280.43 Unrealized +29.4%
INTERPUBLIC GROUP OF COS INC 0.3%
Value ($000) $1,938 Shares 54,665 Est. Cost $30.47 Unrealized +1.8%
REGN REGENERON PHARMACEUTICALS INC 0.3%
Value ($000) $1,891 Shares 2,707 Est. Cost $590.49 Unrealized +6.5%
ORLY O REILLY AUTOMOTIVE INC 0.3%
Value ($000) $1,881 Shares 2,746 Est. Cost $26.84 Unrealized +66.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,813 Shares 14,173 Est. Cost $109.77 Unrealized +6.1%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $1,809 Shares 7,220 Est. Cost $185.46 Unrealized +30.9%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,798 Shares 5,448 Est. Cost $204.67 Unrealized +56.2%
VIGI VANGUARD 0.3%
Value ($000) $1,797 Shares 22,733 Est. Cost $66.12 Unrealized
VOX VANGUARD 0.3%
Value ($000) $1,775 Shares 14,779 Est. Cost $95.76 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,767 Shares 4,004 Est. Cost $295.61 Unrealized +23.5%
IVW ISHARES 0.2%
Value ($000) $1,740 Shares 22,775 Est. Cost $80.29 Unrealized
PCAR PACCAR INC 0.2%
Value ($000) $1,703 Shares 19,338 Est. Cost $37.29 Unrealized +40.6%
EEM ISHARES 0.2%
Value ($000) $1,681 Shares 37,230 Est. Cost $41.49 Unrealized
IDEV ISHARES 0.2%
Value ($000) $1,638 Shares 25,742 Est. Cost $63.79 Unrealized
ADM ARCHER-DANIELS-MIDLAND CO 0.2%
Value ($000) $1,608 Shares 17,819 Est. Cost $55.88 Unrealized +24.6%
VCSH VANGUARD 0.2%
Value ($000) $1,578 Shares 20,201 Est. Cost $80.74 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,547 Shares 2,485 Est. Cost $39.02 Unrealized +129.4%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,525 Shares 13,656 Est. Cost $67.13 Unrealized +32.9%
PB PROSPERITY BANCSHARES INC 0.2%
Value ($000) $1,524 Shares 21,966 Est. Cost $56.04 Unrealized +15.2%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,426 Shares 16,844 Est. Cost $58.00 Unrealized +24.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,401 Shares 14,015 Est. Cost $46.29 Unrealized +72.1%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,366 Shares 14,727 Est. Cost $61.83 Unrealized
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,288 Shares 3,140 Est. Cost $326.45 Unrealized +20.8%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,284 Shares 14,557 Est. Cost $61.43 Unrealized +18.6%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,282 Shares 7,296 Est. Cost $85.00 Unrealized +88.6%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,274 Shares 5,128 Est. Cost $186.56 Unrealized +15.1%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,274 Shares 6,934 Est. Cost $126.80 Unrealized +42.6%
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $1,266 Shares 19,315 Est. Cost $65.77 Unrealized -3.2%
BA BOEING CO 0.2%
Value ($000) $1,251 Shares 6,530 Est. Cost $184.82 Unrealized +8.6%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,216 Shares 5,726 Est. Cost $149.98 Unrealized +41.8%
VNQI VANGUARD 0.2%
Value ($000) $1,215 Shares 23,396 Est. Cost $53.24 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $1,206 Shares 18,734 Est. Cost $40.99 Unrealized +39.8%
HEI/A HEICO CORP 0.2%
Value ($000) $1,206 Shares 9,510 Est. Cost $72.61 Unrealized +65.9%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,201 Shares 4,208 Est. Cost $167.36 Unrealized +51.1%
WESTROCK CO COM 0.2%
Value ($000) $1,172 Shares 24,926 Est. Cost $47.02 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $1,127 Shares 2,023 Est. Cost $76.61 Unrealized +46.3%
MA MASTERCARD INC 0.2%
Value ($000) $1,103 Shares 3,087 Est. Cost $275.04 Unrealized +27.8%
BBY BEST BUY CO INC 0.2%
Value ($000) $1,087 Shares 11,958 Est. Cost $59.34 Unrealized +38.5%
RTX RAYTHEON TECHNOLOGIES 0.2%
Value ($000) $1,084 Shares 10,943 Est. Cost $69.68 Unrealized +24.5%
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $1,064 Shares 14,862 Est. Cost $43.87 Unrealized +30.2%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,027 Shares 5,448 Est. Cost $124.46 Unrealized +52.9%
IWR ISHARES 0.1%
Value ($000) $1,005 Shares 12,879 Est. Cost $68.56 Unrealized
ICSH ISHARES 0.1%
Value ($000) $995 Shares 19,837 Est. Cost $50.41 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $966 Shares 4,462 Est. Cost $101.76 Unrealized +81.2%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $941 Shares 1,634 Est. Cost $260.73 Unrealized +92.1%
DDOG DATADOG INC 0.1%
Value ($000) $911 Shares 6,013 Est. Cost $88.22 Unrealized +65.8%
DTE DTE ENERGY CO 0.1%
Value ($000) $878 Shares 6,639 Est. Cost $88.99 Unrealized +20.1%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $874 Shares 8,912 Est. Cost $50.25 Unrealized +74.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $844 Shares 1,429 Est. Cost $413.16 Unrealized +37.5%
JNK SPDR 0.1%
Value ($000) $830 Shares 8,100 Est. Cost $102.99 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $827 Shares 1,116 Est. Cost $556.56 Unrealized +19.4%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $824 Shares 20,829 Est. Cost $36.49 Unrealized +3.8%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $823 Shares 8,099 Est. Cost $50.18 Unrealized +53.4%
FDX FEDEX CORP 0.1%
Value ($000) $805 Shares 3,481 Est. Cost $224.20 Unrealized -3.6%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $803 Shares 3,019 Est. Cost $219.31 Unrealized +9.9%
DON WISDOMTREE 0.1%
Value ($000) $789 Shares 17,755 Est. Cost $35.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $761 Shares 14,948 Est. Cost $40.22 Unrealized +3.2%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $756 Shares 5,768 Est. Cost $88.78 Unrealized +50.8%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $725 Shares 2,904 Est. Cost $158.96 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $720 Shares 6,649 Est. Cost $82.59 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $708 Shares 24,068 Est. Cost $24.36 Unrealized
EFA ISHARES 0.1%
Value ($000) $699 Shares 9,495 Est. Cost $63.52 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $697 Shares 4,003 Est. Cost $124.00 Unrealized +39.9%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $691 Shares 4,572 Est. Cost $55.33 Unrealized +133.2%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $691 Shares 3,767 Est. Cost $84.55 Unrealized +86.0%
VAW VANGUARD 0.1%
Value ($000) $687 Shares 3,540 Est. Cost $118.92 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $685 Shares 8,433 Est. Cost $92.92 Unrealized -8.6%
IWM ISHARES 0.1%
Value ($000) $672 Shares 3,272 Est. Cost $169.70 Unrealized
AME AMETEK INC 0.1%
Value ($000) $663 Shares 4,980 Est. Cost $49.70 Unrealized +163.4%
MRNA MODERNA INC 0.1%
Value ($000) $662 Shares 3,845 Est. Cost $179.01 Unrealized -6.0%
MTN VAIL RESORTS INC 0.1%
Value ($000) $655 Shares 2,517 Est. Cost $215.25 Unrealized +26.4%
URI UNITED RENTALS INC 0.1%
Value ($000) $655 Shares 1,844 Est. Cost $316.24 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $654 Shares 5,533 Est. Cost $69.41 Unrealized +35.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $653 Shares 2,166 Est. Cost $289.58 Unrealized +0.9%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $650 Shares 1,426 Est. Cost $364.98 Unrealized +31.8%
LQD ISHARES 0.1%
Value ($000) $648 Shares 5,362 Est. Cost $134.21 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $648 Shares 2,374 Est. Cost $18.41 Unrealized +36.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $645 Shares 4,967 Est. Cost $106.95 Unrealized +4.8%
OGE OGE ENERGY CORP 0.1%
Value ($000) $625 Shares 15,345 Est. Cost $36.35 Unrealized +4.3%
PTF INVESCO 0.1%
Value ($000) $624 Shares 4,520 Est. Cost $59.85 Unrealized
INVESCO 0.1%
Value ($000) $611 Shares 28,988 Est. Cost $21.08 Unrealized
IJH ISHARES 0.1%
Value ($000) $595 Shares 2,219 Est. Cost $180.11 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $595 Shares 2,901 Est. Cost $210.49 Unrealized -6.6%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $571 Shares 2,393 Est. Cost $137.11 Unrealized +65.8%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $569 Shares 9,105 Est. Cost $40.93 Unrealized +27.9%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $561 Shares 9,666 Est. Cost $50.68 Unrealized +7.6%
T AT&T INC 0.1%
Value ($000) $557 Shares 23,539 Est. Cost $16.00 Unrealized -6.8%
NWL NEWELL BRANDS 0.1%
Value ($000) $548 Shares 25,597 Est. Cost $20.01 Unrealized -3.3%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $528 Shares 6,777 Est. Cost $65.21 Unrealized +27.9%
PARAMOUNT GLOBAL 0.1%
Value ($000) $505 Shares 13,366 Est. Cost $41.95 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $496 Shares 12,588 Est. Cost $27.65 Unrealized +12.2%
WMB WILLIAMS COS INC 0.1%
Value ($000) $492 Shares 14,723 Est. Cost $18.24 Unrealized +40.0%
ETN EATON CORP PLC 0.1%
Value ($000) $479 Shares 3,155 Est. Cost $65.54 Unrealized +124.8%
LLY ELI LILLY & CO 0.1%
Value ($000) $462 Shares 1,615 Est. Cost $107.55 Unrealized +131.1%
XEL XCEL ENERGY INC 0.1%
Value ($000) $458 Shares 6,336 Est. Cost $56.07 Unrealized +7.7%
IFF INTERNATIONAL FLAVORS & 0.1%
Value ($000) $436 Shares 3,321 Est. Cost $129.85 Unrealized -8.5%
HPQ HP INC COM 0.1%
Value ($000) $431 Shares 11,882 Est. Cost $27.18 Unrealized +17.9%
OGS ONE GAS INC COM 0.1%
Value ($000) $423 Shares 4,797 Est. Cost $72.28 Unrealized +11.4%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $420 Shares 3,600 Est. Cost $67.82 Unrealized +54.1%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $416 Shares 2,524 Est. Cost $101.80 Unrealized +48.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $409 Shares 4,097 Est. Cost $79.41 Unrealized +4.1%
IJR ISHARES 0.1%
Value ($000) $399 Shares 3,702 Est. Cost $76.93 Unrealized
LDUR PIMCO 0.1%
Value ($000) $386 Shares 3,958 Est. Cost $100.56 Unrealized
AEGON NV 0.1%
Value ($000) $380 Shares 71,894 Est. Cost $5.20 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $373 Shares 8,116 Est. Cost $34.84 Unrealized +28.0%
BANF BANCFIRST CORP 0.1%
Value ($000) $368 Shares 4,419 Est. Cost $32.74 Unrealized +121.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $351 Shares 3,737 Est. Cost $66.99 Unrealized +23.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $350 Shares 16,708 Est. Cost $8.92 Unrealized +64.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $349 Shares 2,831 Est. Cost $104.07 Unrealized +9.6%
MMM 3M CO 0.0%
Value ($000) $341 Shares 2,289 Est. Cost $123.28 Unrealized -7.0%
TT TRANE TECHNOLOGIES 0.0%
Value ($000) $330 Shares 2,161 Est. Cost $93.73 Unrealized +66.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $320 Shares 1,588 Est. Cost $146.68 Unrealized +7.1%
CTAS CINTAS CORP 0.0%
Value ($000) $314 Shares 739 Est. Cost $54.66 Unrealized +71.7%
BSCQ INVESCO 0.0%
Value ($000) $311 Shares 15,559 Est. Cost $19.99 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $307 Shares 5,042 Est. Cost $35.54 Unrealized +36.8%
WELL WELLTOWER INC 0.0%
Value ($000) $306 Shares 3,182 Est. Cost $78.67 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $302 Shares 2,550 Est. Cost $62.54 Unrealized +82.9%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $298 Shares 3,167 Est. Cost $56.53 Unrealized +64.9%
VTV VANGUARD 0.0%
Value ($000) $298 Shares 2,015 Est. Cost $108.55 Unrealized
VOO VANGUARD 0.0%
Value ($000) $290 Shares 697 Est. Cost $324.29 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $287 Shares 1,807 Est. Cost $104.49 Unrealized +36.4%
CSX CSX CORP 0.0%
Value ($000) $281 Shares 7,503 Est. Cost $27.56 Unrealized +21.5%
SVB FINANCIAL GROUP 0.0%
Value ($000) $280 Shares 500 Est. Cost $494.00 Unrealized
DRI DARDEN RESTAURANTS INC SR NT 0.0%
Value ($000) $273 Shares 2,048 Est. Cost $129.19 Unrealized -5.9%
CI CIGNA CORP NEW 0.0%
Value ($000) $265 Shares 1,105 Est. Cost $179.43 Unrealized +21.7%
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $264 Shares 30,201 Est. Cost $2.53 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $262 Shares 2,201 Est. Cost $93.49 Unrealized 0.0%
SPHD INVESCO 0.0%
Value ($000) $260 Shares 5,511 Est. Cost $42.29 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $258 Shares 23,140 Est. Cost $9.51 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $257 Shares 2,852 Est. Cost $69.55 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $255 Shares 3,287 Est. Cost $75.57 Unrealized +1.1%
RZG INVESCO 0.0%
Value ($000) $249 Shares 1,765 Est. Cost $138.24 Unrealized
PEJ INVESCO 0.0%
Value ($000) $246 Shares 5,045 Est. Cost $40.04 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $243 Shares 496 Est. Cost $419.35 Unrealized
INVESCO 0.0%
Value ($000) $240 Shares 11,468 Est. Cost $20.93 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $237 Shares 2,722 Est. Cost $60.93 Unrealized +32.9%
RFG INVESCO 0.0%
Value ($000) $236 Shares 1,156 Est. Cost $202.42 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $236 Shares 644 Est. Cost $358.99 Unrealized 0.0%
EMB ISHARES 0.0%
Value ($000) $235 Shares 2,404 Est. Cost $110.60 Unrealized
VB VANGUARD 0.0%
Value ($000) $235 Shares 1,108 Est. Cost $145.94 Unrealized
IDU ISHARES 0.0%
Value ($000) $233 Shares 2,558 Est. Cost $79.75 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $230 Shares 6,062 Est. Cost $27.92 Unrealized +22.2%
KEY KEYCORP 0.0%
Value ($000) $229 Shares 10,233 Est. Cost $16.37 Unrealized +24.0%
NKE NIKE INC 0.0%
Value ($000) $224 Shares 1,664 Est. Cost $82.95 Unrealized +59.1%
VGT VANGUARD 0.0%
Value ($000) $223 Shares 536 Est. Cost $311.94 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $221 Shares 2,710 Est. Cost $67.77 Unrealized +7.2%
EXC EXELON CORP 0.0%
Value ($000) $215 Shares 4,530 Est. Cost $27.36 Unrealized +34.6%
VT VANGUARD 0.0%
Value ($000) $213 Shares 2,102 Est. Cost $97.05 Unrealized
VTI VANGUARD 0.0%
Value ($000) $212 Shares 930 Est. Cost $222.58 Unrealized
MGM MGM RESORTS INTL 0.0%
Value ($000) $210 Shares 5,000 Est. Cost $41.35 Unrealized +4.0%
WFC WELLS FARGO CO 0.0%
Value ($000) $208 Shares 4,285 Est. Cost $44.41 Unrealized +9.2%