Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $613,929 (100.0% shares, 0.0% debt)

Holdings (237)

AAPL APPLE INC 4.9%
Value ($000) $29,885 Shares 230,007 Est. Cost $85.78 Unrealized +64.0%
MSFT MICROSOFT CORP 4.7%
Value ($000) $28,672 Shares 119,556 Est. Cost $80.80 Unrealized +189.7%
VEA VANGUARD 4.1%
Value ($000) $24,868 Shares 592,527 Est. Cost $39.53 Unrealized
ABBV ABBVIE INC 2.3%
Value ($000) $14,292 Shares 88,432 Est. Cost $56.87 Unrealized +141.3%
HD HOME DEPOT INC 2.3%
Value ($000) $13,905 Shares 44,024 Est. Cost $158.18 Unrealized +77.8%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $13,030 Shares 24,577 Est. Cost $224.55 Unrealized +122.8%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $12,110 Shares 68,553 Est. Cost $105.05 Unrealized +49.5%
QCOM QUALCOMM INC 1.6%
Value ($000) $10,036 Shares 91,285 Est. Cost $66.03 Unrealized +64.9%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $9,146 Shares 68,205 Est. Cost $82.22 Unrealized +43.1%
GOOG ALPHABET INC 1.5%
Value ($000) $9,128 Shares 102,873 Est. Cost $107.81 Unrealized -12.1%
SPY SPDR S&P 500 (MKT) 1.4%
Value ($000) $8,704 Shares 22,761 Est. Cost $315.92 Unrealized
V VISA INC 1.4%
Value ($000) $8,530 Shares 41,057 Est. Cost $159.88 Unrealized +23.2%
VWO VANGUARD 1.4%
Value ($000) $8,439 Shares 216,506 Est. Cost $40.10 Unrealized
SBUX STARBUCKS CORP 1.3%
Value ($000) $8,085 Shares 81,503 Est. Cost $63.70 Unrealized +37.5%
PAYC PAYCOM SOFTWARE INC 1.3%
Value ($000) $7,991 Shares 25,751 Est. Cost $50.84 Unrealized +522.1%
DHR DANAHER CORP 1.3%
Value ($000) $7,730 Shares 29,125 Est. Cost $87.60 Unrealized +160.4%
ADP AUTOMATIC DATA PROCESSING INC 1.2%
Value ($000) $7,450 Shares 31,189 Est. Cost $128.20 Unrealized +78.6%
ITW ILLINOIS TOOL WORKS INC 1.2%
Value ($000) $7,438 Shares 33,762 Est. Cost $111.77 Unrealized +76.7%
MRK MERCK & CO INC 1.2%
Value ($000) $7,348 Shares 66,232 Est. Cost $62.45 Unrealized +48.6%
WMT WALMART INC 1.2%
Value ($000) $7,253 Shares 51,150 Est. Cost $25.27 Unrealized +80.7%
LOW LOWES COS INC 1.2%
Value ($000) $7,130 Shares 35,786 Est. Cost $94.60 Unrealized +98.9%
ORCL ORACLE CORP 1.1%
Value ($000) $6,963 Shares 85,184 Est. Cost $53.20 Unrealized +37.6%
ABT ABBOTT LABS 1.1%
Value ($000) $6,842 Shares 62,317 Est. Cost $67.16 Unrealized +45.3%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $6,468 Shares 42,679 Est. Cost $83.90 Unrealized +54.7%
AMT AMERICAN TOWER CORP 1.0%
Value ($000) $6,303 Shares 29,749 Est. Cost $180.17 Unrealized +3.6%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $6,218 Shares 56,370 Est. Cost $57.44 Unrealized +67.6%
GOOGL ALPHABET INC 1.0%
Value ($000) $6,023 Shares 68,267 Est. Cost $107.06 Unrealized -11.9%
ACN ACCENTURE PLC A 1.0%
Value ($000) $5,997 Shares 22,475 Est. Cost $166.00 Unrealized +59.1%
IVV ISHARES 1.0%
Value ($000) $5,927 Shares 15,426 Est. Cost $284.83 Unrealized
VOO VANGUARD 0.9%
Value ($000) $5,698 Shares 16,219 Est. Cost $346.11 Unrealized
CVX CHEVRON CORP 0.9%
Value ($000) $5,648 Shares 31,465 Est. Cost $99.30 Unrealized +54.3%
SCZ ISHARES 0.9%
Value ($000) $5,542 Shares 98,125 Est. Cost $54.41 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $5,278 Shares 110,791 Est. Cost $38.14 Unrealized +8.7%
TIP ISHARES 0.8%
Value ($000) $5,141 Shares 48,296 Est. Cost $115.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $5,026 Shares 16,272 Est. Cost $198.99 Unrealized +49.2%
DE DEERE & CO 0.8%
Value ($000) $4,942 Shares 11,527 Est. Cost $309.06 Unrealized +25.8%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $4,876 Shares 33,001 Est. Cost $92.42 Unrealized +54.0%
VTIP VANGUARD 0.8%
Value ($000) $4,838 Shares 103,567 Est. Cost $51.77 Unrealized
MS MORGAN STANLEY 0.8%
Value ($000) $4,765 Shares 56,050 Est. Cost $46.91 Unrealized +63.7%
OKE ONEOK INC 0.7%
Value ($000) $4,372 Shares 66,546 Est. Cost $44.81 Unrealized +16.6%
VIG VANGUARD 0.7%
Value ($000) $4,081 Shares 26,877 Est. Cost $107.47 Unrealized
LAM RESEARCH CORP 0.7%
Value ($000) $4,044 Shares 9,622 Est. Cost $360.14 Unrealized
IVW ISHARES 0.7%
Value ($000) $4,042 Shares 69,090 Est. Cost $64.10 Unrealized
FISV FISERV INC 0.6%
Value ($000) $3,945 Shares 39,035 Est. Cost $98.08 Unrealized +1.5%
AMZN AMAZON COM INC 0.6%
Value ($000) $3,940 Shares 46,901 Est. Cost $125.64 Unrealized -21.4%
JEPI JPMORGAN 0.6%
Value ($000) $3,905 Shares 71,657 Est. Cost $54.49 Unrealized
GPC GENUINE PARTS CO 0.6%
Value ($000) $3,811 Shares 21,963 Est. Cost $84.75 Unrealized +87.7%
PEP PEPSICO INC 0.6%
Value ($000) $3,779 Shares 20,920 Est. Cost $106.54 Unrealized +51.0%
USB US BANCORP 0.6%
Value ($000) $3,709 Shares 85,038 Est. Cost $37.63 Unrealized -2.4%
RSP INVESCO 0.6%
Value ($000) $3,659 Shares 25,904 Est. Cost $126.11 Unrealized
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $3,643 Shares 42,433 Est. Cost $51.26 Unrealized +38.1%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $3,643 Shares 54,654 Est. Cost $45.42 Unrealized +27.7%
UPS UNITED PARCEL SERVICE 0.6%
Value ($000) $3,539 Shares 20,356 Est. Cost $95.89 Unrealized +54.4%
MCD MCDONALD'S CORP 0.6%
Value ($000) $3,502 Shares 13,288 Est. Cost $127.74 Unrealized +92.0%
ADM ARCHER-DANIELS-MIDLAND CO 0.6%
Value ($000) $3,434 Shares 36,982 Est. Cost $65.66 Unrealized +27.4%
PSX PHILLIPS 66 0.6%
Value ($000) $3,379 Shares 32,463 Est. Cost $67.53 Unrealized +35.3%
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,376 Shares 73,851 Est. Cost $31.27 Unrealized +12.0%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $3,352 Shares 15,640 Est. Cost $110.63 Unrealized +61.6%
BLACKROCK INC 0.5%
Value ($000) $3,312 Shares 4,674 Est. Cost $597.24 Unrealized
SPDW SPDR 0.5%
Value ($000) $3,260 Shares 109,805 Est. Cost $28.84 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $3,253 Shares 123,096 Est. Cost $43.05 Unrealized -38.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value ($000) $3,223 Shares 31,420 Est. Cost $62.45 Unrealized +52.9%
PFE PFIZER INC 0.5%
Value ($000) $3,218 Shares 62,799 Est. Cost $24.78 Unrealized +62.2%
TGT TARGET CORP 0.5%
Value ($000) $3,086 Shares 20,705 Est. Cost $105.61 Unrealized +33.4%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $3,068 Shares 14,815 Est. Cost $161.73 Unrealized +17.6%
DVN DEVON ENERGY CORP 0.5%
Value ($000) $3,007 Shares 48,890 Est. Cost $18.86 Unrealized +214.7%
DHI DR HORTON INC 0.5%
Value ($000) $2,960 Shares 33,201 Est. Cost $62.18 Unrealized +25.0%
AMGN AMGEN INC 0.4%
Value ($000) $2,751 Shares 10,474 Est. Cost $189.33 Unrealized +28.2%
DIS WALT DISNEY CO 0.4%
Value ($000) $2,738 Shares 31,518 Est. Cost $112.09 Unrealized -16.6%
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $2,714 Shares 17,182 Est. Cost $113.93 Unrealized +22.2%
KO COCA-COLA CO 0.4%
Value ($000) $2,707 Shares 42,564 Est. Cost $35.89 Unrealized +53.0%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $2,697 Shares 11,363 Est. Cost $213.89 Unrealized +5.1%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $2,605 Shares 78,662 Est. Cost $28.49 Unrealized +11.3%
AMAT APPLIED MATERIALS INC 0.4%
Value ($000) $2,523 Shares 25,911 Est. Cost $85.53 Unrealized +9.1%
VCIT VANGUARD 0.4%
Value ($000) $2,494 Shares 32,181 Est. Cost $95.18 Unrealized
IEFA ISHARES 0.4%
Value ($000) $2,483 Shares 40,278 Est. Cost $59.67 Unrealized
MET METLIFE INC 0.4%
Value ($000) $2,470 Shares 34,134 Est. Cost $35.86 Unrealized +81.6%
RVTY PERKINELMER INC 0.4%
Value ($000) $2,440 Shares 17,401 Est. Cost $140.37 Unrealized -4.9%
GLW CORNING INC 0.4%
Value ($000) $2,435 Shares 76,239 Est. Cost $26.76 Unrealized +11.1%
VB VANGUARD 0.4%
Value ($000) $2,400 Shares 13,078 Est. Cost $174.32 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,382 Shares 33,111 Est. Cost $55.41 Unrealized +17.7%
CAT CATERPILLAR INC 0.4%
Value ($000) $2,227 Shares 9,296 Est. Cost $88.22 Unrealized +134.2%
VPU VANGUARD 0.3%
Value ($000) $2,124 Shares 13,850 Est. Cost $112.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,027 Shares 4,167 Est. Cost $302.99 Unrealized +40.8%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $2,018 Shares 5,877 Est. Cost $212.53 Unrealized +51.3%
GVI ISHARES 0.3%
Value ($000) $2,005 Shares 19,564 Est. Cost $111.55 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,973 Shares 3,529 Est. Cost $50.08 Unrealized -4.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,926 Shares 15,108 Est. Cost $109.52 Unrealized +3.0%
GPN GLOBAL PAYMENTS INC 0.3%
Value ($000) $1,892 Shares 19,048 Est. Cost $157.54 Unrealized -35.9%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $1,875 Shares 6 Est. Cost $279327.44 Unrealized +60.7%
PCAR PACCAR INC 0.3%
Value ($000) $1,866 Shares 18,858 Est. Cost $37.29 Unrealized +52.9%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $1,828 Shares 42,491 Est. Cost $41.12 Unrealized -9.8%
IEMG ISHARES 0.3%
Value ($000) $1,821 Shares 39,002 Est. Cost $48.35 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,803 Shares 19,352 Est. Cost $61.27 Unrealized +40.3%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $1,793 Shares 10,836 Est. Cost $90.00 Unrealized +73.3%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $1,723 Shares 7,181 Est. Cost $186.63 Unrealized +16.9%
GM GENERAL MTRS CO 0.3%
Value ($000) $1,687 Shares 50,134 Est. Cost $51.31 Unrealized -30.3%
JMBS JANUS HENDERSON 0.3%
Value ($000) $1,680 Shares 36,950 Est. Cost $52.28 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $1,638 Shares 25,587 Est. Cost $56.99 Unrealized +1.2%
META META PLATFORMS INC CL A 0.3%
Value ($000) $1,595 Shares 13,255 Est. Cost $230.10 Unrealized -49.3%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,568 Shares 13,291 Est. Cost $46.29 Unrealized +136.3%
COF CAPITAL ONE FINANCIAL 0.2%
Value ($000) $1,535 Shares 16,510 Est. Cost $82.73 Unrealized +12.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,518 Shares 18,152 Est. Cost $59.54 Unrealized +24.0%
PB PROSPERITY BANCSHARES INC 0.2%
Value ($000) $1,484 Shares 20,424 Est. Cost $56.04 Unrealized +15.3%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value ($000) $1,461 Shares 2,025 Est. Cost $597.42 Unrealized +22.8%
IDEV ISHARES 0.2%
Value ($000) $1,408 Shares 25,160 Est. Cost $63.79 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.2%
Value ($000) $1,401 Shares 87,758 Est. Cost $13.02 Unrealized +3.5%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,371 Shares 16,770 Est. Cost $63.68 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,359 Shares 6,525 Est. Cost $192.84 Unrealized +9.4%
AFL AFLAC INC 0.2%
Value ($000) $1,356 Shares 18,844 Est. Cost $41.92 Unrealized +49.1%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,349 Shares 13,101 Est. Cost $67.13 Unrealized +26.3%
VIGI VANGUARD 0.2%
Value ($000) $1,316 Shares 18,895 Est. Cost $66.12 Unrealized
RTX RAYTHEON TECHNOLOGIES 0.2%
Value ($000) $1,267 Shares 12,553 Est. Cost $72.85 Unrealized +20.3%
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $1,245 Shares 17,483 Est. Cost $168.23 Unrealized -52.5%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,191 Shares 14,208 Est. Cost $61.43 Unrealized +12.3%
NTR NUTRIEN LTD 0.2%
Value ($000) $1,186 Shares 16,239 Est. Cost $77.02 Unrealized -7.6%
VOX VANGUARD 0.2%
Value ($000) $1,170 Shares 14,222 Est. Cost $95.76 Unrealized
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,146 Shares 6,543 Est. Cost $126.80 Unrealized +31.6%
HEI/A HEICO CORP 0.2%
Value ($000) $1,140 Shares 9,510 Est. Cost $72.61 Unrealized +67.3%
EEM ISHARES 0.2%
Value ($000) $1,129 Shares 29,800 Est. Cost $41.49 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $1,100 Shares 3,162 Est. Cost $280.29 Unrealized +15.4%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,094 Shares 4,958 Est. Cost $131.68 Unrealized +51.8%
PAYX PAYCHEX INC 0.2%
Value ($000) $1,089 Shares 9,421 Est. Cost $63.19 Unrealized +68.6%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,047 Shares 8,254 Est. Cost $51.98 Unrealized +119.5%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,047 Shares 3,126 Est. Cost $326.45 Unrealized -1.6%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,041 Shares 7,463 Est. Cost $71.02 Unrealized +13.1%
CMI CUMMINS INC 0.2%
Value ($000) $1,028 Shares 4,243 Est. Cost $205.82 Unrealized +7.3%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,023 Shares 7,541 Est. Cost $119.18 Unrealized +1.9%
ICSH ISHARES 0.2%
Value ($000) $993 Shares 19,837 Est. Cost $50.41 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $989 Shares 7,457 Est. Cost $152.55 Unrealized -5.5%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $958 Shares 6,435 Est. Cost $86.28 Unrealized +72.9%
VCSH VANGUARD 0.2%
Value ($000) $951 Shares 12,652 Est. Cost $80.74 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $944 Shares 9,831 Est. Cost $53.75 Unrealized +57.3%
BBY BEST BUY CO INC 0.1%
Value ($000) $919 Shares 11,456 Est. Cost $59.34 Unrealized +6.5%
BA BOEING CO 0.1%
Value ($000) $891 Shares 4,676 Est. Cost $173.27 Unrealized -5.6%
IWR ISHARES 0.1%
Value ($000) $854 Shares 12,665 Est. Cost $68.56 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $848 Shares 5,786 Est. Cost $126.28 Unrealized +13.4%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $847 Shares 24,248 Est. Cost $24.36 Unrealized
DAL DELTA AIR LINES INC 0.1%
Value ($000) $832 Shares 25,309 Est. Cost $35.92 Unrealized -10.2%
VNQI VANGUARD 0.1%
Value ($000) $824 Shares 19,943 Est. Cost $53.24 Unrealized
IRM IRON MTN INC COM 0.1%
Value ($000) $822 Shares 16,496 Est. Cost $44.98 Unrealized 0.0%
INVESCO 0.1%
Value ($000) $819 Shares 39,975 Est. Cost $20.98 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $815 Shares 4,540 Est. Cost $171.95 Unrealized -4.9%
NOW SERVICENOW INC 0.1%
Value ($000) $815 Shares 2,098 Est. Cost $77.13 Unrealized +1.3%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $791 Shares 2,393 Est. Cost $137.11 Unrealized +131.3%
LLY ELI LILLY & CO 0.1%
Value ($000) $768 Shares 2,099 Est. Cost $164.07 Unrealized +110.8%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $761 Shares 11,179 Est. Cost $43.87 Unrealized +29.4%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $759 Shares 3,322 Est. Cost $167.09 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $739 Shares 6,288 Est. Cost $88.99 Unrealized +14.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $738 Shares 2,993 Est. Cost $173.72 Unrealized +26.9%
MCK MCKESSON CORP 0.1%
Value ($000) $730 Shares 1,947 Est. Cost $207.63 Unrealized +76.9%
FDX FEDEX CORP 0.1%
Value ($000) $727 Shares 4,196 Est. Cost $219.32 Unrealized -29.3%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $724 Shares 5,756 Est. Cost $88.78 Unrealized +29.0%
MTN VAIL RESORTS INC 0.1%
Value ($000) $716 Shares 3,006 Est. Cost $220.56 Unrealized +6.4%
DON WISDOMTREE 0.1%
Value ($000) $708 Shares 17,198 Est. Cost $35.05 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $707 Shares 5,020 Est. Cost $107.29 Unrealized +14.7%
JNK SPDR 0.1%
Value ($000) $703 Shares 7,809 Est. Cost $102.99 Unrealized
AME AMETEK INC 0.1%
Value ($000) $698 Shares 4,997 Est. Cost $49.70 Unrealized +161.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $686 Shares 1,246 Est. Cost $413.16 Unrealized +27.1%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $667 Shares 1,462 Est. Cost $260.73 Unrealized +79.8%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $636 Shares 3,515 Est. Cost $124.00 Unrealized +35.7%
EQIX EQUINIX INC 0.1%
Value ($000) $635 Shares 969 Est. Cost $556.56 Unrealized +4.0%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $612 Shares 3,704 Est. Cost $84.55 Unrealized +79.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $609 Shares 15,448 Est. Cost $39.91 Unrealized -22.9%
OGE OGE ENERGY CORP 0.1%
Value ($000) $607 Shares 15,345 Est. Cost $36.35 Unrealized +4.3%
EFA ISHARES 0.1%
Value ($000) $601 Shares 9,154 Est. Cost $63.52 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $594 Shares 2,239 Est. Cost $286.30 Unrealized -14.8%
IWM ISHARES 0.1%
Value ($000) $589 Shares 3,380 Est. Cost $169.85 Unrealized
LQD ISHARES 0.1%
Value ($000) $584 Shares 5,541 Est. Cost $132.23 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.1%
Value ($000) $582 Shares 24,144 Est. Cost $24.36 Unrealized
VAW VANGUARD 0.1%
Value ($000) $573 Shares 3,365 Est. Cost $118.92 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $543 Shares 10,824 Est. Cost $47.76 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $543 Shares 5,456 Est. Cost $69.41 Unrealized +24.9%
LTPZ PIMCO 0.1%
Value ($000) $543 Shares 9,315 Est. Cost $65.18 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $526 Shares 6,374 Est. Cost $82.59 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $519 Shares 15,795 Est. Cost $29.12 Unrealized
PTF INVESCO 0.1%
Value ($000) $513 Shares 4,520 Est. Cost $59.85 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $507 Shares 3,732 Est. Cost $106.19 Unrealized +6.2%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $503 Shares 12,358 Est. Cost $27.65 Unrealized +17.6%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $500 Shares 4,582 Est. Cost $55.33 Unrealized +76.1%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $489 Shares 8,858 Est. Cost $40.93 Unrealized +17.4%
QQQ INVESCO 0.1%
Value ($000) $488 Shares 1,833 Est. Cost $266.28 Unrealized
T AT&T INC 0.1%
Value ($000) $465 Shares 25,283 Est. Cost $15.99 Unrealized -5.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $456 Shares 9,122 Est. Cost $62.90 Unrealized -14.4%
BSCQ INVESCO 0.1%
Value ($000) $402 Shares 21,220 Est. Cost $19.77 Unrealized
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $401 Shares 1,513 Est. Cost $146.68 Unrealized +98.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $394 Shares 2,405 Est. Cost $105.89 Unrealized +39.5%
WMB WILLIAMS COS INC 0.1%
Value ($000) $392 Shares 11,923 Est. Cost $18.24 Unrealized +54.8%
THE DUCKHORN PORTFOLIO INC 0.1%
Value ($000) $391 Shares 23,592 Est. Cost $14.42 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $390 Shares 3,858 Est. Cost $69.39 Unrealized +17.2%
IJH ISHARES 0.1%
Value ($000) $386 Shares 1,595 Est. Cost $180.11 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $384 Shares 1,142 Est. Cost $364.98 Unrealized -12.4%
LDUR PIMCO 0.1%
Value ($000) $373 Shares 3,958 Est. Cost $100.56 Unrealized
LINDE 0.1%
Value ($000) $372 Shares 1,139 Est. Cost $326.18 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $370 Shares 2,890 Est. Cost $68.60 Unrealized +66.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $370 Shares 5,272 Est. Cost $56.07 Unrealized +6.3%
CI CIGNA CORP NEW 0.1%
Value ($000) $364 Shares 1,098 Est. Cost $179.43 Unrealized +66.6%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $360 Shares 2,144 Est. Cost $93.73 Unrealized +70.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $359 Shares 2,459 Est. Cost $18.28 Unrealized -19.9%
SJT SAN JUAN BASIN ROYALTY TRUST 0.1%
Value ($000) $345 Shares 30,201 Est. Cost $2.53 Unrealized
BANF BANCFIRST CORP 0.1%
Value ($000) $338 Shares 3,833 Est. Cost $32.74 Unrealized +172.4%
BOKF BOK FINANCIAL CORPORATION 0.1%
Value ($000) $329 Shares 3,167 Est. Cost $56.53 Unrealized +65.7%
FTV FORTIVE CORP COM 0.1%
Value ($000) $325 Shares 5,056 Est. Cost $35.54 Unrealized +34.5%
CMCSA COMCAST CORP 0.1%
Value ($000) $322 Shares 9,221 Est. Cost $40.53 Unrealized -25.8%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $319 Shares 3,600 Est. Cost $67.82 Unrealized +16.3%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $318 Shares 17,235 Est. Cost $9.08 Unrealized +52.6%
DDOG DATADOG INC 0.1%
Value ($000) $314 Shares 4,272 Est. Cost $91.79 Unrealized -14.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $313 Shares 7,587 Est. Cost $34.84 Unrealized +11.6%
IJR ISHARES 0.0%
Value ($000) $306 Shares 3,229 Est. Cost $76.93 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $304 Shares 674 Est. Cost $62.54 Unrealized +68.2%
OGS ONE GAS INC COM 0.0%
Value ($000) $300 Shares 3,962 Est. Cost $72.28 Unrealized +6.8%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $291 Shares 1,857 Est. Cost $105.80 Unrealized +44.8%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $290 Shares 769 Est. Cost $353.26 Unrealized -4.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $290 Shares 531 Est. Cost $495.16 Unrealized 0.0%
VTV VANGUARD 0.0%
Value ($000) $283 Shares 2,015 Est. Cost $108.55 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $264 Shares 22,268 Est. Cost $9.51 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $259 Shares 2,000 Est. Cost $93.49 Unrealized +26.0%
MMM 3M CO 0.0%
Value ($000) $253 Shares 2,110 Est. Cost $123.28 Unrealized -26.4%
INVESCO 0.0%
Value ($000) $247 Shares 12,248 Est. Cost $20.85 Unrealized
CSX CSX CORP 0.0%
Value ($000) $230 Shares 7,417 Est. Cost $28.73 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $228 Shares 1,342 Est. Cost $168.41 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $226 Shares 13,402 Est. Cost $41.72 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $222 Shares 894 Est. Cost $228.84 Unrealized 0.0%
IDU ISHARES 0.0%
Value ($000) $221 Shares 2,558 Est. Cost $79.75 Unrealized
INTERPUBLIC GROUP OF COS INC 0.0%
Value ($000) $221 Shares 6,636 Est. Cost $27.45 Unrealized 0.0%
IAGG ISHARES 0.0%
Value ($000) $215 Shares 4,520 Est. Cost $49.81 Unrealized
SPHD INVESCO 0.0%
Value ($000) $212 Shares 4,836 Est. Cost $43.83 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $207 Shares 2,710 Est. Cost $73.92 Unrealized 0.0%
RFG INVESCO 0.0%
Value ($000) $207 Shares 1,156 Est. Cost $179.09 Unrealized
RZG INVESCO 0.0%
Value ($000) $206 Shares 1,765 Est. Cost $116.50 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $202 Shares 457 Est. Cost $442.79 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $201 Shares 2,595 Est. Cost $66.07 Unrealized 0.0%
TEKLA WORLD HEALTHCARE FUND 0.0%
Value ($000) $195 Shares 13,325 Est. Cost $14.41 Unrealized
PSEC PROSPECT CAPITAL CORP 0.0%
Value ($000) $172 Shares 24,585 Est. Cost $4.71 Unrealized -1.7%
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value ($000) $161 Shares 13,915 Est. Cost $8.95 Unrealized -7.7%
HTGC HERCULES TECHNOLOGY GROWTH 0.0%
Value ($000) $157 Shares 11,855 Est. Cost $15.62 Unrealized -13.0%
EATON VANCE 0.0%
Value ($000) $152 Shares 20,310 Est. Cost $8.38 Unrealized