Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $635,897 (100.0% shares, 0.0% debt)

Holdings (239)

AAPL APPLE INC 5.9%
Value ($000) $37,667 Shares 228,421 Est. Cost $85.78 Unrealized +69.6%
MSFT MICROSOFT CORP 5.4%
Value ($000) $34,210 Shares 118,660 Est. Cost $80.80 Unrealized +208.7%
VEA VANGUARD 4.2%
Value ($000) $26,612 Shares 589,142 Est. Cost $39.53 Unrealized
ABBV ABBVIE INC 2.2%
Value ($000) $14,177 Shares 88,958 Est. Cost $56.87 Unrealized +142.9%
HD HOME DEPOT INC 2.0%
Value ($000) $12,874 Shares 43,622 Est. Cost $158.18 Unrealized +79.9%
QCOM QUALCOMM INC 1.8%
Value ($000) $11,549 Shares 90,524 Est. Cost $66.03 Unrealized +76.3%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $11,512 Shares 24,359 Est. Cost $224.55 Unrealized +103.6%
GOOG ALPHABET INC 1.7%
Value ($000) $10,819 Shares 104,031 Est. Cost $107.67 Unrealized -11.0%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $10,617 Shares 68,499 Est. Cost $105.05 Unrealized +40.8%
SPY SPDR S&P 500 (MKT) 1.5%
Value ($000) $9,396 Shares 22,952 Est. Cost $315.92 Unrealized
V VISA INC 1.4%
Value ($000) $9,128 Shares 40,488 Est. Cost $159.88 Unrealized +36.3%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $8,906 Shares 68,344 Est. Cost $82.22 Unrealized +55.9%
VWO VANGUARD 1.4%
Value ($000) $8,715 Shares 215,723 Est. Cost $40.10 Unrealized
SBUX STARBUCKS CORP 1.3%
Value ($000) $8,258 Shares 79,307 Est. Cost $63.70 Unrealized +52.4%
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $8,195 Shares 33,662 Est. Cost $111.77 Unrealized +94.8%
ORCL ORACLE CORP 1.3%
Value ($000) $7,991 Shares 85,998 Est. Cost $53.20 Unrealized +59.4%
PAYC PAYCOM SOFTWARE INC 1.2%
Value ($000) $7,829 Shares 25,751 Est. Cost $50.84 Unrealized +480.3%
WMT WALMART INC 1.2%
Value ($000) $7,543 Shares 51,155 Est. Cost $25.27 Unrealized +81.2%
DHR DANAHER CORP 1.2%
Value ($000) $7,348 Shares 29,154 Est. Cost $87.60 Unrealized +155.8%
LOW LOWES COS INC 1.1%
Value ($000) $7,158 Shares 35,797 Est. Cost $94.60 Unrealized +103.2%
GOOGL ALPHABET INC 1.1%
Value ($000) $6,995 Shares 67,435 Est. Cost $107.06 Unrealized -11.1%
MRK MERCK & CO INC 1.1%
Value ($000) $6,975 Shares 65,559 Est. Cost $62.45 Unrealized +58.0%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $6,890 Shares 30,948 Est. Cost $128.20 Unrealized +65.0%
ACN ACCENTURE PLC A 1.0%
Value ($000) $6,401 Shares 22,395 Est. Cost $166.00 Unrealized +57.4%
ABT ABBOTT LABS 1.0%
Value ($000) $6,288 Shares 62,096 Est. Cost $67.16 Unrealized +48.9%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $6,276 Shares 42,208 Est. Cost $83.90 Unrealized +58.8%
IVV ISHARES 1.0%
Value ($000) $6,163 Shares 14,993 Est. Cost $284.83 Unrealized
VOO VANGUARD 1.0%
Value ($000) $6,099 Shares 16,219 Est. Cost $346.11 Unrealized
AMT AMERICAN TOWER CORP 1.0%
Value ($000) $6,073 Shares 29,722 Est. Cost $180.17 Unrealized +5.2%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,011 Shares 54,813 Est. Cost $57.44 Unrealized +74.4%
SCZ ISHARES 0.9%
Value ($000) $5,835 Shares 98,055 Est. Cost $54.41 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $5,770 Shares 110,369 Est. Cost $38.14 Unrealized +17.6%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $5,428 Shares 32,905 Est. Cost $92.42 Unrealized +73.1%
TIP ISHARES 0.8%
Value ($000) $5,325 Shares 48,296 Est. Cost $115.98 Unrealized
LAM RESEARCH CORP 0.8%
Value ($000) $5,162 Shares 9,737 Est. Cost $362.15 Unrealized
MS MORGAN STANLEY 0.8%
Value ($000) $5,011 Shares 57,073 Est. Cost $47.59 Unrealized +78.2%
CVX CHEVRON CORP 0.8%
Value ($000) $4,989 Shares 30,575 Est. Cost $99.30 Unrealized +49.5%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $4,975 Shares 16,113 Est. Cost $198.99 Unrealized +54.9%
VTIP VANGUARD 0.8%
Value ($000) $4,882 Shares 102,086 Est. Cost $51.77 Unrealized
DE DEERE & CO 0.7%
Value ($000) $4,755 Shares 11,517 Est. Cost $309.06 Unrealized +28.5%
AMZN AMAZON COM INC 0.7%
Value ($000) $4,671 Shares 45,219 Est. Cost $125.64 Unrealized -23.1%
FISV FISERV INC 0.7%
Value ($000) $4,503 Shares 39,842 Est. Cost $98.32 Unrealized +11.9%
IVW ISHARES 0.7%
Value ($000) $4,417 Shares 69,132 Est. Cost $64.10 Unrealized
UPS UNITED PARCEL SERVICE 0.7%
Value ($000) $4,392 Shares 22,641 Est. Cost $102.17 Unrealized +54.8%
JEPI JPMORGAN 0.7%
Value ($000) $4,291 Shares 78,582 Est. Cost $54.50 Unrealized
OKE ONEOK INC 0.7%
Value ($000) $4,197 Shares 66,047 Est. Cost $44.81 Unrealized +27.9%
INTC INTEL CORP 0.6%
Value ($000) $4,059 Shares 124,227 Est. Cost $43.05 Unrealized -36.1%
PEP PEPSICO INC 0.6%
Value ($000) $3,847 Shares 21,100 Est. Cost $106.54 Unrealized +49.0%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $3,797 Shares 54,462 Est. Cost $45.42 Unrealized +34.5%
VIG VANGUARD 0.6%
Value ($000) $3,777 Shares 24,527 Est. Cost $107.47 Unrealized
RSP INVESCO 0.6%
Value ($000) $3,736 Shares 25,836 Est. Cost $126.11 Unrealized
MCD MCDONALD'S CORP 0.6%
Value ($000) $3,715 Shares 13,288 Est. Cost $127.74 Unrealized +96.1%
GPC GENUINE PARTS CO 0.6%
Value ($000) $3,618 Shares 21,622 Est. Cost $84.75 Unrealized +82.8%
SPDW SPDR 0.6%
Value ($000) $3,527 Shares 109,805 Est. Cost $28.84 Unrealized
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $3,521 Shares 42,433 Est. Cost $51.26 Unrealized +45.7%
TGT TARGET CORP 0.5%
Value ($000) $3,423 Shares 20,664 Est. Cost $105.61 Unrealized +40.7%
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,292 Shares 73,781 Est. Cost $31.27 Unrealized +16.0%
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value ($000) $3,280 Shares 31,452 Est. Cost $62.45 Unrealized +60.5%
PSX PHILLIPS 66 0.5%
Value ($000) $3,269 Shares 32,247 Est. Cost $67.53 Unrealized +35.7%
DHI DR HORTON INC 0.5%
Value ($000) $3,255 Shares 33,319 Est. Cost $62.18 Unrealized +49.2%
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $3,220 Shares 26,215 Est. Cost $85.84 Unrealized +30.4%
DIS WALT DISNEY CO 0.5%
Value ($000) $3,213 Shares 32,084 Est. Cost $111.85 Unrealized -11.9%
BLACKROCK INC 0.5%
Value ($000) $3,099 Shares 4,631 Est. Cost $597.24 Unrealized
USB US BANCORP 0.5%
Value ($000) $3,053 Shares 84,683 Est. Cost $37.63 Unrealized +2.7%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $2,970 Shares 15,541 Est. Cost $110.63 Unrealized +59.7%
ADM ARCHER-DANIELS-MIDLAND CO 0.5%
Value ($000) $2,940 Shares 36,905 Est. Cost $65.66 Unrealized +13.3%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $2,908 Shares 14,451 Est. Cost $161.73 Unrealized +17.1%
META META PLATFORMS INC CL A 0.4%
Value ($000) $2,838 Shares 13,390 Est. Cost $229.48 Unrealized -26.3%
IEFA ISHARES 0.4%
Value ($000) $2,713 Shares 40,582 Est. Cost $59.67 Unrealized
GLW CORNING INC 0.4%
Value ($000) $2,688 Shares 76,189 Est. Cost $26.76 Unrealized +20.0%
KO COCA-COLA CO 0.4%
Value ($000) $2,640 Shares 42,564 Est. Cost $35.89 Unrealized +54.4%
VCIT VANGUARD 0.4%
Value ($000) $2,582 Shares 32,181 Est. Cost $95.18 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $2,554 Shares 11,363 Est. Cost $213.89 Unrealized +4.2%
AMGN AMGEN INC 0.4%
Value ($000) $2,530 Shares 10,465 Est. Cost $189.33 Unrealized +18.3%
PFE PFIZER INC 0.4%
Value ($000) $2,529 Shares 61,981 Est. Cost $24.78 Unrealized +47.5%
AVGO BROADCOM INC 0.4%
Value ($000) $2,520 Shares 3,928 Est. Cost $50.85 Unrealized +13.3%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,480 Shares 35,780 Est. Cost $55.86 Unrealized +10.1%
VB VANGUARD 0.4%
Value ($000) $2,479 Shares 13,078 Est. Cost $174.32 Unrealized
DVN DEVON ENERGY CORP 0.4%
Value ($000) $2,436 Shares 48,131 Est. Cost $18.86 Unrealized +168.2%
RVTY PERKINELMER INC 0.4%
Value ($000) $2,341 Shares 17,569 Est. Cost $140.37 Unrealized -6.8%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $2,233 Shares 78,076 Est. Cost $28.49 Unrealized +7.3%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $2,184 Shares 17,182 Est. Cost $113.93 Unrealized +18.2%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,126 Shares 9,290 Est. Cost $88.22 Unrealized +161.4%
HPE HEWLETT PACKARD ENTERPRISE CO 0.3%
Value ($000) $2,059 Shares 129,284 Est. Cost $13.49 Unrealized +7.3%
VPU VANGUARD 0.3%
Value ($000) $2,043 Shares 13,850 Est. Cost $112.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,030 Shares 4,294 Est. Cost $306.84 Unrealized +41.2%
PCAR PACCAR INC 0.3%
Value ($000) $2,020 Shares 27,593 Est. Cost $45.79 Unrealized +40.1%
GVI ISHARES 0.3%
Value ($000) $2,014 Shares 19,273 Est. Cost $111.55 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $2,007 Shares 15,533 Est. Cost $109.87 Unrealized +11.3%
GPN GLOBAL PAYMENTS INC 0.3%
Value ($000) $1,997 Shares 18,980 Est. Cost $157.54 Unrealized -33.2%
MET METLIFE INC 0.3%
Value ($000) $1,995 Shares 34,430 Est. Cost $35.86 Unrealized +72.3%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,969 Shares 6,019 Est. Cost $215.16 Unrealized +50.4%
IEMG ISHARES 0.3%
Value ($000) $1,903 Shares 39,002 Est. Cost $48.35 Unrealized
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $1,895 Shares 7,186 Est. Cost $186.63 Unrealized +32.9%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $1,862 Shares 6 Est. Cost $279327.44 Unrealized +67.1%
GM GENERAL MTRS CO 0.3%
Value ($000) $1,850 Shares 50,438 Est. Cost $51.31 Unrealized -28.5%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $1,843 Shares 11,064 Est. Cost $91.42 Unrealized +74.3%
REGN REGENERON PHARMACEUTICALS INC 0.3%
Value ($000) $1,712 Shares 2,084 Est. Cost $601.74 Unrealized +24.6%
JMBS JANUS HENDERSON 0.3%
Value ($000) $1,698 Shares 36,374 Est. Cost $52.28 Unrealized
COF CAPITAL ONE FINANCIAL 0.3%
Value ($000) $1,662 Shares 17,279 Est. Cost $83.48 Unrealized +19.4%
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $1,540 Shares 25,573 Est. Cost $56.99 Unrealized +6.5%
IDEV ISHARES 0.2%
Value ($000) $1,521 Shares 25,160 Est. Cost $63.79 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,502 Shares 16,744 Est. Cost $63.68 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,496 Shares 20,134 Est. Cost $61.81 Unrealized +21.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,461 Shares 18,959 Est. Cost $60.02 Unrealized +17.7%
VOX VANGUARD 0.2%
Value ($000) $1,375 Shares 14,222 Est. Cost $95.76 Unrealized
VIGI VANGUARD 0.2%
Value ($000) $1,342 Shares 18,220 Est. Cost $66.12 Unrealized
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $1,310 Shares 17,253 Est. Cost $168.23 Unrealized -54.3%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,310 Shares 6,557 Est. Cost $152.55 Unrealized +9.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,308 Shares 13,186 Est. Cost $46.29 Unrealized +114.9%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $1,294 Shares 37,950 Est. Cost $41.12 Unrealized -9.3%
HEI/A HEICO CORP 0.2%
Value ($000) $1,292 Shares 9,510 Est. Cost $72.61 Unrealized +81.9%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,280 Shares 6,521 Est. Cost $192.84 Unrealized -0.4%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,229 Shares 12,744 Est. Cost $67.13 Unrealized +31.3%
AFL AFLAC INC 0.2%
Value ($000) $1,225 Shares 18,992 Est. Cost $41.92 Unrealized +53.3%
NTR NUTRIEN LTD 0.2%
Value ($000) $1,196 Shares 16,200 Est. Cost $77.02 Unrealized -9.2%
EEM ISHARES 0.2%
Value ($000) $1,176 Shares 29,800 Est. Cost $41.49 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,170 Shares 8,379 Est. Cost $53.04 Unrealized +131.9%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,123 Shares 6,543 Est. Cost $126.80 Unrealized +36.9%
MA MASTERCARD INC 0.2%
Value ($000) $1,118 Shares 3,077 Est. Cost $280.29 Unrealized +27.5%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,112 Shares 14,203 Est. Cost $61.43 Unrealized +12.9%
BA BOEING CO 0.2%
Value ($000) $1,108 Shares 5,216 Est. Cost $176.84 Unrealized +17.5%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,086 Shares 5,437 Est. Cost $71.02 Unrealized +19.3%
PAYX PAYCHEX INC 0.2%
Value ($000) $1,080 Shares 9,421 Est. Cost $63.19 Unrealized +65.0%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,052 Shares 6,336 Est. Cost $86.28 Unrealized +87.5%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,027 Shares 2,980 Est. Cost $326.45 Unrealized +5.3%
IRM IRON MTN INC COM 0.2%
Value ($000) $1,025 Shares 19,365 Est. Cost $45.31 Unrealized +4.2%
CMI CUMMINS INC 0.2%
Value ($000) $1,014 Shares 4,243 Est. Cost $205.82 Unrealized +10.8%
RTX RAYTHEON TECHNOLOGIES 0.2%
Value ($000) $1,012 Shares 10,330 Est. Cost $72.85 Unrealized +26.7%
FDX FEDEX CORP 0.2%
Value ($000) $1,001 Shares 4,381 Est. Cost $218.11 Unrealized -12.6%
ICSH ISHARES 0.2%
Value ($000) $997 Shares 19,837 Est. Cost $50.41 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $976 Shares 2,101 Est. Cost $77.13 Unrealized +12.9%
DAL DELTA AIR LINES INC 0.2%
Value ($000) $963 Shares 27,579 Est. Cost $35.93 Unrealized +0.4%
ALL ALLSTATE CORP 0.2%
Value ($000) $961 Shares 8,677 Est. Cost $119.05 Unrealized -0.8%
CB CHUBB LIMITED COM 0.2%
Value ($000) $955 Shares 4,918 Est. Cost $131.68 Unrealized +54.0%
VCSH VANGUARD 0.1%
Value ($000) $934 Shares 12,246 Est. Cost $80.74 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $920 Shares 24,248 Est. Cost $24.36 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $902 Shares 5,419 Est. Cost $126.28 Unrealized +25.9%
BBY BEST BUY CO INC 0.1%
Value ($000) $897 Shares 11,454 Est. Cost $59.34 Unrealized +20.4%
IWR ISHARES 0.1%
Value ($000) $869 Shares 12,434 Est. Cost $68.56 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $835 Shares 2,344 Est. Cost $232.78 Unrealized +53.0%
INVESCO 0.1%
Value ($000) $833 Shares 40,461 Est. Cost $20.97 Unrealized
VNQI VANGUARD 0.1%
Value ($000) $809 Shares 19,943 Est. Cost $53.24 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $796 Shares 9,131 Est. Cost $53.75 Unrealized +53.7%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $764 Shares 2,393 Est. Cost $137.11 Unrealized +132.7%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $751 Shares 12,215 Est. Cost $56.04 Unrealized +14.7%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $730 Shares 3,575 Est. Cost $169.72 Unrealized
JNK SPDR 0.1%
Value ($000) $725 Shares 7,809 Est. Cost $102.99 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $715 Shares 1,438 Est. Cost $260.73 Unrealized +80.8%
MTN VAIL RESORTS INC 0.1%
Value ($000) $705 Shares 3,016 Est. Cost $220.56 Unrealized +9.3%
EQIX EQUINIX INC 0.1%
Value ($000) $691 Shares 959 Est. Cost $556.56 Unrealized +19.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $688 Shares 6,278 Est. Cost $88.99 Unrealized +13.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $686 Shares 3,238 Est. Cost $176.98 Unrealized +22.5%
NVDA NVIDIA CORP 0.1%
Value ($000) $683 Shares 2,459 Est. Cost $18.28 Unrealized +18.3%
MRNA MODERNA INC 0.1%
Value ($000) $674 Shares 4,388 Est. Cost $171.95 Unrealized -4.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $667 Shares 1,157 Est. Cost $413.16 Unrealized +35.2%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $658 Shares 5,020 Est. Cost $107.29 Unrealized +12.5%
EFA ISHARES 0.1%
Value ($000) $655 Shares 9,154 Est. Cost $63.52 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $652 Shares 11,179 Est. Cost $43.87 Unrealized +20.3%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $629 Shares 3,515 Est. Cost $124.00 Unrealized +38.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $626 Shares 16,102 Est. Cost $39.61 Unrealized -17.5%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.1%
Value ($000) $625 Shares 24,144 Est. Cost $24.36 Unrealized
QQQ INVESCO 0.1%
Value ($000) $616 Shares 1,919 Est. Cost $268.73 Unrealized
LQD ISHARES 0.1%
Value ($000) $613 Shares 5,591 Est. Cost $132.23 Unrealized
IWM ISHARES 0.1%
Value ($000) $603 Shares 3,378 Est. Cost $169.85 Unrealized
VAW VANGUARD 0.1%
Value ($000) $598 Shares 3,365 Est. Cost $118.92 Unrealized
PTF INVESCO 0.1%
Value ($000) $591 Shares 4,520 Est. Cost $59.85 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $578 Shares 15,345 Est. Cost $36.35 Unrealized +3.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $575 Shares 9,528 Est. Cost $62.68 Unrealized -7.9%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $575 Shares 10,591 Est. Cost $47.76 Unrealized
LTPZ PIMCO 0.1%
Value ($000) $575 Shares 9,315 Est. Cost $65.18 Unrealized
DON WISDOMTREE 0.1%
Value ($000) $556 Shares 13,563 Est. Cost $35.05 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $544 Shares 15,795 Est. Cost $29.12 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $529 Shares 6,374 Est. Cost $82.59 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $512 Shares 2,596 Est. Cost $110.64 Unrealized +54.1%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $477 Shares 12,345 Est. Cost $27.65 Unrealized +23.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $475 Shares 3,542 Est. Cost $106.19 Unrealized +9.5%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $473 Shares 8,855 Est. Cost $40.93 Unrealized +18.0%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $461 Shares 4,082 Est. Cost $55.33 Unrealized +79.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $460 Shares 1,801 Est. Cost $286.30 Unrealized -14.0%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $460 Shares 2,498 Est. Cost $105.37 Unrealized +66.9%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $451 Shares 5,456 Est. Cost $69.41 Unrealized +19.1%
T AT&T INC 0.1%
Value ($000) $450 Shares 23,374 Est. Cost $15.99 Unrealized +2.3%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $445 Shares 4,579 Est. Cost $72.15 Unrealized +20.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $433 Shares 8,828 Est. Cost $49.39 Unrealized 0.0%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $430 Shares 3,221 Est. Cost $88.78 Unrealized +36.4%
BSCQ INVESCO 0.1%
Value ($000) $427 Shares 22,265 Est. Cost $19.74 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $400 Shares 10,539 Est. Cost $39.79 Unrealized -13.0%
IJH ISHARES 0.1%
Value ($000) $399 Shares 1,595 Est. Cost $180.11 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $392 Shares 1,018 Est. Cost $364.98 Unrealized -2.6%
YUM YUM BRANDS INC 0.1%
Value ($000) $382 Shares 2,890 Est. Cost $68.60 Unrealized +77.5%
LDUR PIMCO 0.1%
Value ($000) $376 Shares 3,958 Est. Cost $100.56 Unrealized
THE DUCKHORN PORTFOLIO INC 0.1%
Value ($000) $375 Shares 23,567 Est. Cost $14.42 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $356 Shares 11,923 Est. Cost $18.24 Unrealized +48.8%
XEL XCEL ENERGY INC 0.1%
Value ($000) $355 Shares 5,267 Est. Cost $56.07 Unrealized +8.7%
FTV FORTIVE CORP COM 0.1%
Value ($000) $345 Shares 5,056 Est. Cost $35.54 Unrealized +39.8%
LIN LINDE PLC 0.1%
Value ($000) $333 Shares 938 Est. Cost $322.30 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $318 Shares 1,513 Est. Cost $146.68 Unrealized +47.7%
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $318 Shares 30,201 Est. Cost $2.53 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $317 Shares 3,600 Est. Cost $67.82 Unrealized +24.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $315 Shares 17,235 Est. Cost $9.08 Unrealized +57.9%
IJR ISHARES 0.0%
Value ($000) $312 Shares 3,229 Est. Cost $76.93 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $312 Shares 674 Est. Cost $62.54 Unrealized +71.9%
INTERPUBLIC GROUP OF COS INC 0.0%
Value ($000) $299 Shares 8,030 Est. Cost $28.25 Unrealized +13.5%
PARAMOUNT GLOBAL 0.0%
Value ($000) $299 Shares 13,402 Est. Cost $41.72 Unrealized
BANF BANCFIRST CORP 0.0%
Value ($000) $292 Shares 3,511 Est. Cost $32.74 Unrealized +149.6%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $291 Shares 730 Est. Cost $353.26 Unrealized +8.5%
OGS ONE GAS INC COM 0.0%
Value ($000) $291 Shares 3,673 Est. Cost $72.28 Unrealized +9.7%
CI CIGNA CORP NEW 0.0%
Value ($000) $281 Shares 1,098 Est. Cost $179.43 Unrealized +53.9%
VTV VANGUARD 0.0%
Value ($000) $278 Shares 2,015 Est. Cost $108.55 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $278 Shares 22,268 Est. Cost $9.51 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $268 Shares 6,388 Est. Cost $46.91 Unrealized 0.0%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $267 Shares 3,167 Est. Cost $56.53 Unrealized +60.6%
INVESCO 0.0%
Value ($000) $258 Shares 12,742 Est. Cost $20.83 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $252 Shares 1,544 Est. Cost $105.80 Unrealized +38.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $251 Shares 4,482 Est. Cost $50.58 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $250 Shares 5,464 Est. Cost $34.84 Unrealized +23.7%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $248 Shares 1,355 Est. Cost $168.41 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $243 Shares 1,304 Est. Cost $84.55 Unrealized +90.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $235 Shares 1,029 Est. Cost $227.39 Unrealized -4.2%
EOG EOG RESOURCES INC 0.0%
Value ($000) $229 Shares 2,000 Est. Cost $93.49 Unrealized +16.9%
MGM MGM RESORTS INTL 0.0%
Value ($000) $222 Shares 5,000 Est. Cost $41.55 Unrealized 0.0%
IAGG ISHARES 0.0%
Value ($000) $221 Shares 4,520 Est. Cost $49.81 Unrealized
CSX CSX CORP 0.0%
Value ($000) $221 Shares 7,368 Est. Cost $28.73 Unrealized +2.6%
IDU ISHARES 0.0%
Value ($000) $214 Shares 2,558 Est. Cost $79.75 Unrealized
RFG INVESCO 0.0%
Value ($000) $212 Shares 1,156 Est. Cost $179.09 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $209 Shares 457 Est. Cost $442.79 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $209 Shares 2,710 Est. Cost $73.92 Unrealized -4.4%
BSMO INVESCO 0.0%
Value ($000) $209 Shares 8,379 Est. Cost $24.90 Unrealized
RZG INVESCO 0.0%
Value ($000) $209 Shares 1,765 Est. Cost $116.50 Unrealized
NKE NIKE INC 0.0%
Value ($000) $207 Shares 1,690 Est. Cost $116.69 Unrealized 0.0%
WFC WELLS FARGO CO 0.0%
Value ($000) $206 Shares 5,498 Est. Cost $40.47 Unrealized 0.0%
PEJ INVESCO 0.0%
Value ($000) $205 Shares 5,045 Est. Cost $40.69 Unrealized
SPHD INVESCO 0.0%
Value ($000) $204 Shares 4,836 Est. Cost $43.83 Unrealized
TEKLA WORLD HEALTHCARE FUND 0.0%
Value ($000) $183 Shares 13,325 Est. Cost $14.41 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value ($000) $175 Shares 13,915 Est. Cost $8.95 Unrealized +2.2%
PSEC PROSPECT CAPITAL CORP 0.0%
Value ($000) $171 Shares 24,585 Est. Cost $4.71 Unrealized +1.8%
EATON VANCE 0.0%
Value ($000) $161 Shares 20,310 Est. Cost $8.38 Unrealized
HTGC HERCULES TECHNOLOGY GROWTH 0.0%
Value ($000) $153 Shares 11,855 Est. Cost $15.62 Unrealized -10.5%