Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $610,757 (100.0% shares, 0.0% debt)

Holdings (242)

AAPL APPLE INC 5.2%
Value ($000) $31,998 Shares 234,044 Est. Cost $85.78 Unrealized +73.3%
MSFT MICROSOFT CORP 5.0%
Value ($000) $30,574 Shares 119,040 Est. Cost $80.80 Unrealized +226.0%
VEA VANGUARD 4.1%
Value ($000) $25,145 Shares 616,287 Est. Cost $39.53 Unrealized
ABBV ABBVIE INC 2.2%
Value ($000) $13,378 Shares 87,347 Est. Cost $56.87 Unrealized +135.8%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $13,126 Shares 25,553 Est. Cost $224.55 Unrealized +109.8%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $11,861 Shares 66,813 Est. Cost $103.85 Unrealized +54.0%
GOOG ALPHABET INC 1.9%
Value ($000) $11,395 Shares 5,209 Est. Cost $49.29 Unrealized +137.9%
HD HOME DEPOT INC 1.8%
Value ($000) $11,167 Shares 40,715 Est. Cost $148.84 Unrealized +80.7%
QCOM QUALCOMM INC 1.8%
Value ($000) $10,930 Shares 85,566 Est. Cost $62.50 Unrealized +99.9%
BARCLAYS 1.8%
Value ($000) $10,869 Shares 581,818 Est. Cost $30.66 Unrealized
VWO VANGUARD 1.7%
Value ($000) $10,110 Shares 242,752 Est. Cost $40.10 Unrealized
V VISA INC 1.3%
Value ($000) $7,956 Shares 40,406 Est. Cost $159.24 Unrealized +26.3%
AMT AMERICAN TOWER CORP 1.3%
Value ($000) $7,855 Shares 30,737 Est. Cost $180.17 Unrealized +23.3%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $7,595 Shares 67,445 Est. Cost $82.22 Unrealized +37.5%
DHR DANAHER CORP 1.2%
Value ($000) $7,593 Shares 29,951 Est. Cost $87.60 Unrealized +158.3%
VOO VANGUARD 1.2%
Value ($000) $7,391 Shares 21,309 Est. Cost $346.11 Unrealized
PAYC PAYCOM SOFTWARE INC 1.2%
Value ($000) $7,235 Shares 25,829 Est. Cost $50.84 Unrealized +469.0%
ADP AUTOMATIC DATA PROCESSING INC 1.2%
Value ($000) $7,060 Shares 33,614 Est. Cost $128.20 Unrealized +58.0%
ABT ABBOTT LABS 1.1%
Value ($000) $6,876 Shares 63,286 Est. Cost $67.16 Unrealized +58.0%
GOOGL ALPHABET INC 1.1%
Value ($000) $6,708 Shares 3,078 Est. Cost $58.35 Unrealized +100.3%
AMZN AMAZON COM INC 1.1%
Value ($000) $6,550 Shares 61,680 Est. Cost $125.64 Unrealized -0.4%
ACN ACCENTURE PLC A 1.0%
Value ($000) $6,382 Shares 22,983 Est. Cost $166.00 Unrealized +71.4%
SPY SPDR S&P 500 (MKT) 1.0%
Value ($000) $6,307 Shares 16,720 Est. Cost $292.25 Unrealized
ITW ILLINOIS TOOL WORKS INC 1.0%
Value ($000) $6,176 Shares 33,885 Est. Cost $111.77 Unrealized +63.7%
SBUX STARBUCKS CORP 1.0%
Value ($000) $6,161 Shares 80,654 Est. Cost $63.70 Unrealized +10.5%
TIP ISHARES 1.0%
Value ($000) $6,147 Shares 53,964 Est. Cost $115.98 Unrealized
IVV ISHARES 1.0%
Value ($000) $6,137 Shares 16,186 Est. Cost $284.83 Unrealized
WMT WALMART INC 1.0%
Value ($000) $6,124 Shares 50,369 Est. Cost $25.27 Unrealized +74.3%
MRK MERCK & CO INC 1.0%
Value ($000) $6,013 Shares 65,958 Est. Cost $62.45 Unrealized +26.8%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $5,866 Shares 40,799 Est. Cost $81.78 Unrealized +67.9%
LOW LOWES COS INC 1.0%
Value ($000) $5,813 Shares 33,280 Est. Cost $87.36 Unrealized +105.5%
ORCL ORACLE CORP 0.9%
Value ($000) $5,700 Shares 81,574 Est. Cost $52.49 Unrealized +33.0%
SCZ ISHARES 0.9%
Value ($000) $5,647 Shares 103,459 Est. Cost $54.41 Unrealized
INTC INTEL CORP 0.9%
Value ($000) $5,499 Shares 146,974 Est. Cost $43.16 Unrealized -5.9%
VTIP VANGUARD 0.9%
Value ($000) $5,405 Shares 107,830 Est. Cost $51.77 Unrealized
CMCSA COMCAST CORP 0.9%
Value ($000) $5,220 Shares 133,038 Est. Cost $40.53 Unrealized -5.4%
SPDW SPDR 0.8%
Value ($000) $4,880 Shares 169,210 Est. Cost $28.84 Unrealized
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $4,673 Shares 33,713 Est. Cost $92.42 Unrealized +70.5%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $4,567 Shares 16,729 Est. Cost $198.99 Unrealized +57.7%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $4,468 Shares 104,763 Est. Cost $37.96 Unrealized +12.8%
MS MORGAN STANLEY 0.7%
Value ($000) $4,160 Shares 54,691 Est. Cost $46.13 Unrealized +57.0%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $4,125 Shares 48,169 Est. Cost $52.71 Unrealized +51.0%
VIG VANGUARD 0.7%
Value ($000) $4,081 Shares 28,443 Est. Cost $107.47 Unrealized
USB US BANCORP 0.7%
Value ($000) $3,984 Shares 86,574 Est. Cost $37.63 Unrealized +11.4%
LAM RESEARCH CORP 0.7%
Value ($000) $3,982 Shares 9,346 Est. Cost $358.48 Unrealized
UPS UNITED PARCEL SERVICE 0.6%
Value ($000) $3,532 Shares 19,353 Est. Cost $93.26 Unrealized +64.4%
RSP INVESCO 0.6%
Value ($000) $3,490 Shares 26,002 Est. Cost $126.11 Unrealized
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $3,434 Shares 55,311 Est. Cost $45.42 Unrealized +26.0%
MRSH MARSH & MCLENNAN COS INC 0.6%
Value ($000) $3,431 Shares 22,097 Est. Cost $90.00 Unrealized +68.6%
DIS WALT DISNEY CO 0.6%
Value ($000) $3,381 Shares 35,813 Est. Cost $112.09 Unrealized -3.3%
PEP PEPSICO INC 0.5%
Value ($000) $3,275 Shares 19,651 Est. Cost $103.17 Unrealized +45.2%
VB VANGUARD 0.5%
Value ($000) $3,225 Shares 18,308 Est. Cost $174.32 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value ($000) $3,202 Shares 15,015 Est. Cost $161.73 Unrealized +29.1%
MCD MCDONALD'S CORP 0.5%
Value ($000) $3,202 Shares 12,968 Est. Cost $123.58 Unrealized +83.2%
PFE PFIZER INC 0.5%
Value ($000) $3,181 Shares 60,681 Est. Cost $24.23 Unrealized +73.3%
RVTY PERKINELMER INC 0.5%
Value ($000) $3,164 Shares 22,247 Est. Cost $140.37 Unrealized +5.8%
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,100 Shares 74,253 Est. Cost $31.27 Unrealized +23.0%
CVX CHEVRON CORP 0.5%
Value ($000) $3,091 Shares 21,350 Est. Cost $83.60 Unrealized +70.7%
GPC GENUINE PARTS CO 0.5%
Value ($000) $3,089 Shares 23,228 Est. Cost $84.75 Unrealized +42.0%
FISV FISERV INC 0.5%
Value ($000) $2,955 Shares 33,209 Est. Cost $97.37 Unrealized -0.4%
MCK MCKESSON CORP 0.5%
Value ($000) $2,955 Shares 9,059 Est. Cost $207.63 Unrealized +51.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value ($000) $2,918 Shares 31,030 Est. Cost $61.78 Unrealized +64.7%
OKE ONEOK INC 0.5%
Value ($000) $2,821 Shares 50,835 Est. Cost $42.67 Unrealized +25.2%
TGT TARGET CORP 0.5%
Value ($000) $2,795 Shares 19,789 Est. Cost $103.93 Unrealized +63.7%
PSX PHILLIPS 66 0.5%
Value ($000) $2,789 Shares 34,021 Est. Cost $67.53 Unrealized +19.9%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $2,719 Shares 15,646 Est. Cost $110.63 Unrealized +50.3%
VCIT VANGUARD 0.4%
Value ($000) $2,714 Shares 33,909 Est. Cost $95.18 Unrealized
AMAT APPLIED MATERIALS INC 0.4%
Value ($000) $2,545 Shares 27,976 Est. Cost $85.53 Unrealized +24.0%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,498 Shares 40,408 Est. Cost $50.75 Unrealized +6.6%
JCI JOHNSON CTLS INTL PLC SHS 0.4%
Value ($000) $2,485 Shares 51,902 Est. Cost $56.99 Unrealized -9.1%
KO COCA-COLA CO 0.4%
Value ($000) $2,479 Shares 39,416 Est. Cost $34.38 Unrealized +65.1%
BLACKROCK INC 0.4%
Value ($000) $2,423 Shares 3,979 Est. Cost $601.85 Unrealized
GLW CORNING INC 0.4%
Value ($000) $2,422 Shares 76,876 Est. Cost $26.76 Unrealized +16.0%
IEFA ISHARES 0.4%
Value ($000) $2,390 Shares 40,620 Est. Cost $59.67 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $2,373 Shares 14,721 Est. Cost $232.83 Unrealized -17.7%
DVN DEVON ENERGY CORP 0.4%
Value ($000) $2,272 Shares 41,226 Est. Cost $11.85 Unrealized +360.7%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,254 Shares 29,271 Est. Cost $54.11 Unrealized +20.1%
GVI ISHARES 0.4%
Value ($000) $2,185 Shares 20,702 Est. Cost $111.55 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $2,181 Shares 9,741 Est. Cost $211.40 Unrealized +17.4%
AMGN AMGEN INC 0.4%
Value ($000) $2,166 Shares 8,901 Est. Cost $184.39 Unrealized +18.5%
VPU VANGUARD 0.4%
Value ($000) $2,143 Shares 14,067 Est. Cost $112.65 Unrealized
LTPZ PIMCO 0.3%
Value ($000) $2,128 Shares 32,650 Est. Cost $65.18 Unrealized
MET METLIFE INC 0.3%
Value ($000) $2,106 Shares 33,552 Est. Cost $35.46 Unrealized +67.1%
DHI DR HORTON INC 0.3%
Value ($000) $2,079 Shares 31,410 Est. Cost $61.33 Unrealized +10.5%
IEMG ISHARES 0.3%
Value ($000) $2,077 Shares 42,334 Est. Cost $48.35 Unrealized
GM GENERAL MTRS CO 0.3%
Value ($000) $2,019 Shares 63,600 Est. Cost $51.31 Unrealized -29.5%
BAC BANK OF AMERICA CORPORATION 0.3%
Value ($000) $2,011 Shares 64,605 Est. Cost $27.69 Unrealized +18.2%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $1,985 Shares 41,857 Est. Cost $41.12 Unrealized -0.8%
GPN GLOBAL PAYMENTS INC 0.3%
Value ($000) $1,969 Shares 17,800 Est. Cost $160.71 Unrealized -24.1%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $1,943 Shares 12,317 Est. Cost $102.66 Unrealized +41.8%
JMBS JANUS HENDERSON 0.3%
Value ($000) $1,917 Shares 39,974 Est. Cost $52.28 Unrealized
COF CAPITAL ONE FINANCIAL 0.3%
Value ($000) $1,875 Shares 17,993 Est. Cost $82.73 Unrealized +38.3%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,846 Shares 19,923 Est. Cost $60.95 Unrealized +40.9%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,667 Shares 9,326 Est. Cost $88.22 Unrealized +123.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,660 Shares 3,861 Est. Cost $295.61 Unrealized +34.6%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $1,636 Shares 6 Est. Cost $279327.44 Unrealized +68.7%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,611 Shares 5,426 Est. Cost $204.67 Unrealized +38.6%
REGN REGENERON PHARMACEUTICALS INC 0.3%
Value ($000) $1,576 Shares 2,666 Est. Cost $590.49 Unrealized +9.5%
PCAR PACCAR INC 0.3%
Value ($000) $1,566 Shares 19,010 Est. Cost $37.29 Unrealized +30.2%
DE DEERE & CO 0.3%
Value ($000) $1,552 Shares 5,181 Est. Cost $287.18 Unrealized +21.8%
AVGO BROADCOM INC 0.3%
Value ($000) $1,549 Shares 3,189 Est. Cost $50.35 Unrealized +4.1%
VIGI VANGUARD 0.2%
Value ($000) $1,491 Shares 21,735 Est. Cost $66.12 Unrealized
PB PROSPERITY BANCSHARES INC 0.2%
Value ($000) $1,481 Shares 21,693 Est. Cost $56.04 Unrealized +8.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,480 Shares 14,088 Est. Cost $109.77 Unrealized +4.6%
VCSH VANGUARD 0.2%
Value ($000) $1,471 Shares 19,290 Est. Cost $80.74 Unrealized
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $1,453 Shares 20,797 Est. Cost $171.19 Unrealized -49.4%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,433 Shares 13,363 Est. Cost $67.13 Unrealized +42.1%
IVW ISHARES 0.2%
Value ($000) $1,386 Shares 22,964 Est. Cost $80.29 Unrealized
IDEV ISHARES 0.2%
Value ($000) $1,382 Shares 25,716 Est. Cost $63.79 Unrealized
VOX VANGUARD 0.2%
Value ($000) $1,358 Shares 14,452 Est. Cost $95.76 Unrealized
ADM ARCHER-DANIELS-MIDLAND CO 0.2%
Value ($000) $1,353 Shares 17,438 Est. Cost $55.88 Unrealized +40.4%
EEM ISHARES 0.2%
Value ($000) $1,327 Shares 33,104 Est. Cost $41.49 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,305 Shares 16,844 Est. Cost $58.00 Unrealized +18.7%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,288 Shares 16,937 Est. Cost $63.68 Unrealized
RTX RAYTHEON TECHNOLOGIES 0.2%
Value ($000) $1,265 Shares 13,153 Est. Cost $72.85 Unrealized +21.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,253 Shares 13,954 Est. Cost $46.29 Unrealized +94.3%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,221 Shares 5,050 Est. Cost $186.56 Unrealized +19.8%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,216 Shares 2,461 Est. Cost $39.02 Unrealized +127.3%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,200 Shares 14,202 Est. Cost $61.43 Unrealized +24.3%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $1,176 Shares 6,998 Est. Cost $185.46 Unrealized +12.2%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,091 Shares 6,606 Est. Cost $153.25 Unrealized +13.9%
PAYX PAYCHEX INC 0.2%
Value ($000) $1,073 Shares 9,421 Est. Cost $63.19 Unrealized +78.6%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,064 Shares 3,158 Est. Cost $326.45 Unrealized +5.9%
IAGG ISHARES 0.2%
Value ($000) $1,043 Shares 20,940 Est. Cost $49.81 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,009 Shares 5,133 Est. Cost $131.68 Unrealized +49.0%
HEI/A HEICO CORP 0.2%
Value ($000) $1,002 Shares 9,510 Est. Cost $72.61 Unrealized +57.7%
AFL AFLAC INC 0.2%
Value ($000) $999 Shares 18,057 Est. Cost $40.99 Unrealized +32.6%
WESTROCK CO COM 0.2%
Value ($000) $993 Shares 24,926 Est. Cost $47.02 Unrealized
ICSH ISHARES 0.2%
Value ($000) $993 Shares 19,837 Est. Cost $50.41 Unrealized
VNQI VANGUARD 0.2%
Value ($000) $985 Shares 22,240 Est. Cost $53.24 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $983 Shares 2,068 Est. Cost $77.02 Unrealized +23.8%
ORLY O REILLY AUTOMOTIVE INC 0.2%
Value ($000) $982 Shares 1,554 Est. Cost $26.84 Unrealized +60.3%
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $976 Shares 14,862 Est. Cost $43.87 Unrealized +25.7%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $975 Shares 6,861 Est. Cost $126.80 Unrealized +26.5%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $948 Shares 5,518 Est. Cost $125.00 Unrealized +33.4%
HSY HERSHEY CO 0.2%
Value ($000) $934 Shares 4,340 Est. Cost $101.76 Unrealized +95.2%
MA MASTERCARD INC 0.1%
Value ($000) $890 Shares 2,821 Est. Cost $275.04 Unrealized +22.6%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $861 Shares 8,106 Est. Cost $50.18 Unrealized +111.1%
MAR MARRIOTT INTL INC 0.1%
Value ($000) $849 Shares 6,249 Est. Cost $85.00 Unrealized +87.6%
AEGON NV 0.1%
Value ($000) $847 Shares 193,267 Est. Cost $4.69 Unrealized
IWR ISHARES 0.1%
Value ($000) $835 Shares 12,915 Est. Cost $68.56 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $819 Shares 6,460 Est. Cost $88.99 Unrealized +29.3%
FDX FEDEX CORP 0.1%
Value ($000) $808 Shares 3,566 Est. Cost $223.55 Unrealized -12.0%
INVESCO 0.1%
Value ($000) $799 Shares 38,505 Est. Cost $21.00 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $773 Shares 1,613 Est. Cost $260.73 Unrealized +86.0%
INTERPUBLIC GROUP OF COS INC 0.1%
Value ($000) $764 Shares 27,761 Est. Cost $30.47 Unrealized -9.6%
BBY BEST BUY CO INC 0.1%
Value ($000) $756 Shares 11,602 Est. Cost $59.34 Unrealized +17.7%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $755 Shares 26,077 Est. Cost $36.61 Unrealized +1.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $752 Shares 1,385 Est. Cost $413.16 Unrealized +31.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $739 Shares 2,999 Est. Cost $219.31 Unrealized +8.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $734 Shares 14,476 Est. Cost $40.22 Unrealized -0.3%
JNK SPDR 0.1%
Value ($000) $729 Shares 8,030 Est. Cost $102.99 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $709 Shares 8,924 Est. Cost $50.25 Unrealized +62.9%
EQIX EQUINIX INC 0.1%
Value ($000) $704 Shares 1,070 Est. Cost $556.56 Unrealized +15.5%
DON WISDOMTREE 0.1%
Value ($000) $692 Shares 17,755 Est. Cost $35.05 Unrealized
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $690 Shares 3,095 Est. Cost $162.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $689 Shares 4,881 Est. Cost $106.95 Unrealized +9.9%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $684 Shares 24,132 Est. Cost $24.36 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $680 Shares 7,139 Est. Cost $91.64 Unrealized +19.9%
MTN VAIL RESORTS INC 0.1%
Value ($000) $670 Shares 3,073 Est. Cost $220.56 Unrealized +10.9%
MRNA MODERNA INC 0.1%
Value ($000) $665 Shares 4,652 Est. Cost $172.75 Unrealized -17.3%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $658 Shares 5,756 Est. Cost $88.78 Unrealized +30.3%
T AT&T INC 0.1%
Value ($000) $654 Shares 31,196 Est. Cost $16.07 Unrealized +1.4%
LQD ISHARES 0.1%
Value ($000) $642 Shares 5,839 Est. Cost $132.23 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $605 Shares 3,738 Est. Cost $124.00 Unrealized +29.1%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $601 Shares 2,646 Est. Cost $167.36 Unrealized +35.3%
OGE OGE ENERGY CORP 0.1%
Value ($000) $592 Shares 15,345 Est. Cost $36.35 Unrealized +9.3%
EFA ISHARES 0.1%
Value ($000) $588 Shares 9,400 Est. Cost $63.52 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $581 Shares 6,374 Est. Cost $82.59 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.1%
Value ($000) $579 Shares 23,755 Est. Cost $24.37 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $577 Shares 3,756 Est. Cost $84.55 Unrealized +78.6%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $567 Shares 11,873 Est. Cost $47.76 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $559 Shares 2,891 Est. Cost $210.49 Unrealized -13.0%
IWM ISHARES 0.1%
Value ($000) $555 Shares 3,278 Est. Cost $169.70 Unrealized
AME AMETEK INC 0.1%
Value ($000) $547 Shares 4,980 Est. Cost $49.70 Unrealized +138.6%
VAW VANGUARD 0.1%
Value ($000) $539 Shares 3,365 Est. Cost $118.92 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $538 Shares 2,393 Est. Cost $137.11 Unrealized +78.6%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $532 Shares 9,085 Est. Cost $40.93 Unrealized +30.7%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $529 Shares 5,533 Est. Cost $69.41 Unrealized +27.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $525 Shares 1,620 Est. Cost $107.55 Unrealized +170.5%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $523 Shares 1,429 Est. Cost $364.98 Unrealized +11.5%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $520 Shares 4,572 Est. Cost $55.33 Unrealized +93.7%
PTF INVESCO 0.1%
Value ($000) $490 Shares 4,520 Est. Cost $59.85 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $471 Shares 12,349 Est. Cost $27.65 Unrealized +21.4%
MPLX MPLX LP 0.1%
Value ($000) $460 Shares 15,795 Est. Cost $29.12 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $459 Shares 14,723 Est. Cost $18.24 Unrealized +60.1%
OFS OFS CAPITAL CORP 0.1%
Value ($000) $449 Shares 45,305 Est. Cost $12.09 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $438 Shares 2,181 Est. Cost $289.58 Unrealized -19.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $436 Shares 6,161 Est. Cost $56.07 Unrealized +14.8%
TEKLA WORLD HEALTHCARE FUND 0.1%
Value ($000) $433 Shares 30,045 Est. Cost $14.41 Unrealized
IJH ISHARES 0.1%
Value ($000) $427 Shares 1,884 Est. Cost $180.11 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION 0.1%
Value ($000) $411 Shares 33,315 Est. Cost $8.95 Unrealized 0.0%
GNRC GENERAC HOLDINGS INC 0.1%
Value ($000) $410 Shares 1,945 Est. Cost $245.89 Unrealized 0.0%
BANF BANCFIRST CORP 0.1%
Value ($000) $410 Shares 4,288 Est. Cost $32.74 Unrealized +149.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $409 Shares 4,069 Est. Cost $79.41 Unrealized +12.6%
PSEC PROSPECT CAPITAL CORP 0.1%
Value ($000) $408 Shares 58,375 Est. Cost $4.71 Unrealized 0.0%
OGS ONE GAS INC COM 0.1%
Value ($000) $382 Shares 4,711 Est. Cost $72.28 Unrealized +18.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $381 Shares 2,820 Est. Cost $104.07 Unrealized +10.3%
HPQ HP INC COM 0.1%
Value ($000) $381 Shares 11,623 Est. Cost $27.18 Unrealized +18.0%
LDUR PIMCO 0.1%
Value ($000) $380 Shares 3,958 Est. Cost $100.56 Unrealized
EATON VANCE 0.1%
Value ($000) $378 Shares 45,100 Est. Cost $8.38 Unrealized
BSCQ INVESCO 0.1%
Value ($000) $378 Shares 19,620 Est. Cost $19.84 Unrealized
HTGC HERCULES TECHNOLOGY GROWTH 0.1%
Value ($000) $378 Shares 28,000 Est. Cost $15.62 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $374 Shares 6,772 Est. Cost $65.21 Unrealized +2.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $367 Shares 3,712 Est. Cost $66.99 Unrealized +27.5%
NVDA NVIDIA CORP 0.1%
Value ($000) $361 Shares 2,374 Est. Cost $18.41 Unrealized +2.3%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $356 Shares 2,434 Est. Cost $101.80 Unrealized +45.0%
ANNALY CAPITAL MANAGEMENT INC 0.1%
Value ($000) $356 Shares 60,315 Est. Cost $5.90 Unrealized
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $348 Shares 3,600 Est. Cost $67.82 Unrealized +38.3%
PARAMOUNT GLOBAL 0.1%
Value ($000) $334 Shares 13,548 Est. Cost $41.72 Unrealized
IJR ISHARES 0.1%
Value ($000) $325 Shares 3,509 Est. Cost $76.93 Unrealized
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $310 Shares 1,588 Est. Cost $146.68 Unrealized +23.2%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $300 Shares 16,708 Est. Cost $8.92 Unrealized +55.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $293 Shares 1,112 Est. Cost $179.43 Unrealized +34.5%
MMM 3M CO 0.0%
Value ($000) $293 Shares 2,272 Est. Cost $123.28 Unrealized -14.7%
BA BOEING CO 0.0%
Value ($000) $292 Shares 2,135 Est. Cost $184.82 Unrealized -20.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $290 Shares 2,550 Est. Cost $62.54 Unrealized +73.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $289 Shares 8,116 Est. Cost $34.84 Unrealized +7.0%
TT TRANE TECHNOLOGIES 0.0%
Value ($000) $280 Shares 2,161 Est. Cost $93.73 Unrealized +41.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $276 Shares 1,807 Est. Cost $104.49 Unrealized +41.6%
VYM VANGUARD 0.0%
Value ($000) $274 Shares 2,695 Est. Cost $101.67 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $274 Shares 5,042 Est. Cost $35.54 Unrealized +22.5%
CTAS CINTAS CORP 0.0%
Value ($000) $267 Shares 715 Est. Cost $54.66 Unrealized +72.5%
VTV VANGUARD 0.0%
Value ($000) $266 Shares 2,015 Est. Cost $108.55 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $262 Shares 30,201 Est. Cost $2.53 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $262 Shares 3,182 Est. Cost $78.67 Unrealized +3.2%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $245 Shares 769 Est. Cost $353.26 Unrealized -8.4%
SPHD INVESCO 0.0%
Value ($000) $243 Shares 5,511 Est. Cost $42.29 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $243 Shares 2,201 Est. Cost $93.49 Unrealized +13.1%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $239 Shares 3,167 Est. Cost $56.53 Unrealized +36.0%
SYY SYSCO CORP 0.0%
Value ($000) $230 Shares 2,710 Est. Cost $67.77 Unrealized +11.7%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $227 Shares 22,756 Est. Cost $9.51 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $226 Shares 1,342 Est. Cost $168.41 Unrealized
INVESCO 0.0%
Value ($000) $225 Shares 11,003 Est. Cost $20.93 Unrealized
IDU ISHARES 0.0%
Value ($000) $219 Shares 2,558 Est. Cost $79.75 Unrealized
CSX CSX CORP 0.0%
Value ($000) $217 Shares 7,483 Est. Cost $27.56 Unrealized +12.3%
EXC EXELON CORP 0.0%
Value ($000) $206 Shares 4,544 Est. Cost $27.36 Unrealized +50.7%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $205 Shares 3,192 Est. Cost $75.57 Unrealized -12.1%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $205 Shares 496 Est. Cost $419.35 Unrealized
RZG INVESCO 0.0%
Value ($000) $203 Shares 1,765 Est. Cost $138.24 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $201 Shares 6,062 Est. Cost $27.92 Unrealized +20.2%
KEY KEYCORP 0.0%
Value ($000) $172 Shares 10,001 Est. Cost $16.37 Unrealized -2.8%