Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 11, 2023

Total Value ($000): $683,426 (100.0% shares, 0.0% debt)

Holdings (264)

AAPL APPLE INC 6.6%
Value ($000) $45,077 Shares 232,393 Est. Cost $87.25 Unrealized +97.2%
MSFT MICROSOFT CORP 6.1%
Value ($000) $41,607 Shares 122,179 Est. Cost $87.32 Unrealized +251.8%
VEA VANGUARD 3.8%
Value ($000) $25,958 Shares 562,109 Est. Cost $39.53 Unrealized
HD HOME DEPOT INC 2.0%
Value ($000) $13,806 Shares 44,444 Est. Cost $160.36 Unrealized +72.4%
GOOG ALPHABET INC 1.9%
Value ($000) $13,275 Shares 109,737 Est. Cost $108.05 Unrealized +6.3%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $12,133 Shares 25,244 Est. Cost $232.98 Unrealized +99.5%
ABBV ABBVIE INC 1.8%
Value ($000) $12,046 Shares 89,412 Est. Cost $56.87 Unrealized +135.1%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $11,524 Shares 69,622 Est. Cost $105.75 Unrealized +40.8%
QCOM QUALCOMM INC 1.6%
Value ($000) $10,823 Shares 90,923 Est. Cost $66.03 Unrealized +64.0%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $10,646 Shares 73,200 Est. Cost $85.37 Unrealized +51.9%
SPY SPDR S&P 500 (MKT) 1.5%
Value ($000) $10,570 Shares 23,844 Est. Cost $320.68 Unrealized
ORCL ORACLE CORP 1.5%
Value ($000) $10,057 Shares 84,446 Est. Cost $53.20 Unrealized +88.7%
V VISA INC 1.4%
Value ($000) $9,660 Shares 40,676 Est. Cost $159.88 Unrealized +40.4%
GOOGL ALPHABET INC 1.3%
Value ($000) $8,591 Shares 71,770 Est. Cost $107.49 Unrealized +6.3%
VWO VANGUARD 1.2%
Value ($000) $8,371 Shares 205,781 Est. Cost $40.10 Unrealized
PAYC PAYCOM SOFTWARE INC 1.2%
Value ($000) $8,272 Shares 25,751 Est. Cost $50.84 Unrealized +468.8%
LOW LOWES COS INC 1.2%
Value ($000) $8,202 Shares 36,338 Est. Cost $96.13 Unrealized +105.7%
WMT WALMART INC 1.2%
Value ($000) $7,987 Shares 50,813 Est. Cost $25.27 Unrealized +93.7%
SBUX STARBUCKS CORP 1.2%
Value ($000) $7,861 Shares 79,354 Est. Cost $63.70 Unrealized +52.7%
MRK MERCK & CO INC 1.1%
Value ($000) $7,740 Shares 67,073 Est. Cost $63.39 Unrealized +64.8%
DHR DANAHER CORP 1.1%
Value ($000) $7,290 Shares 30,376 Est. Cost $92.47 Unrealized +125.8%
ACN ACCENTURE PLC A 1.0%
Value ($000) $6,869 Shares 22,260 Est. Cost $166.00 Unrealized +68.5%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $6,726 Shares 30,602 Est. Cost $128.20 Unrealized +58.6%
ABT ABBOTT LABS 1.0%
Value ($000) $6,722 Shares 61,662 Est. Cost $67.16 Unrealized +51.1%
VOO VANGUARD 1.0%
Value ($000) $6,593 Shares 16,189 Est. Cost $346.11 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $6,496 Shares 42,813 Est. Cost $84.72 Unrealized +66.8%
AMZN AMAZON COM INC 0.9%
Value ($000) $6,419 Shares 49,238 Est. Cost $124.71 Unrealized -8.4%
LAM RESEARCH CORP 0.9%
Value ($000) $6,369 Shares 9,908 Est. Cost $366.99 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,082 Shares 56,711 Est. Cost $58.85 Unrealized +69.3%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $5,795 Shares 112,007 Est. Cost $38.25 Unrealized +19.0%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $5,731 Shares 16,807 Est. Cost $204.25 Unrealized +59.8%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $5,726 Shares 32,873 Est. Cost $92.42 Unrealized +69.0%
FISV FISERV INC 0.8%
Value ($000) $5,694 Shares 45,136 Est. Cost $100.60 Unrealized +17.0%
AMT AMERICAN TOWER CORP 0.8%
Value ($000) $5,672 Shares 29,246 Est. Cost $180.17 Unrealized -1.2%
ITW ILLINOIS TOOL WORKS INC 0.8%
Value ($000) $5,522 Shares 22,075 Est. Cost $111.77 Unrealized +96.5%
SCZ ISHARES 0.8%
Value ($000) $5,438 Shares 92,205 Est. Cost $54.41 Unrealized
TIP ISHARES 0.8%
Value ($000) $5,127 Shares 47,641 Est. Cost $115.98 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $5,022 Shares 31,917 Est. Cost $101.14 Unrealized +41.6%
MS MORGAN STANLEY 0.7%
Value ($000) $4,919 Shares 57,605 Est. Cost $47.59 Unrealized +64.7%
IVV ISHARES 0.7%
Value ($000) $4,862 Shares 10,908 Est. Cost $284.83 Unrealized
IVW ISHARES 0.7%
Value ($000) $4,825 Shares 68,464 Est. Cost $64.10 Unrealized
JEPI JPMORGAN 0.7%
Value ($000) $4,767 Shares 86,155 Est. Cost $54.57 Unrealized
DE DEERE & CO 0.7%
Value ($000) $4,709 Shares 11,622 Est. Cost $309.06 Unrealized +19.0%
VTIP VANGUARD 0.7%
Value ($000) $4,705 Shares 99,220 Est. Cost $51.77 Unrealized
OKE ONEOK INC 0.6%
Value ($000) $4,252 Shares 68,888 Est. Cost $45.19 Unrealized +19.8%
INTC INTEL CORP 0.6%
Value ($000) $4,170 Shares 124,705 Est. Cost $43.05 Unrealized -28.6%
UPS UNITED PARCEL SERVICE 0.6%
Value ($000) $4,102 Shares 22,885 Est. Cost $102.73 Unrealized +50.4%
MCD MCDONALD'S CORP 0.6%
Value ($000) $4,058 Shares 13,600 Est. Cost $131.07 Unrealized +108.4%
META META PLATFORMS INC CL A 0.6%
Value ($000) $4,013 Shares 13,985 Est. Cost $230.14 Unrealized +6.5%
DHI DR HORTON INC 0.6%
Value ($000) $3,972 Shares 32,641 Est. Cost $62.18 Unrealized +71.5%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $3,966 Shares 54,369 Est. Cost $45.42 Unrealized +50.9%
PEP PEPSICO INC 0.6%
Value ($000) $3,945 Shares 21,300 Est. Cost $106.54 Unrealized +60.1%
VIG VANGUARD 0.6%
Value ($000) $3,855 Shares 23,732 Est. Cost $107.47 Unrealized
GPC GENUINE PARTS CO 0.5%
Value ($000) $3,631 Shares 21,456 Est. Cost $84.75 Unrealized +78.5%
SPDW SPDR 0.5%
Value ($000) $3,573 Shares 109,805 Est. Cost $28.84 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $3,536 Shares 4,076 Est. Cost $51.50 Unrealized +33.5%
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value ($000) $3,534 Shares 31,249 Est. Cost $62.45 Unrealized +67.6%
RSP INVESCO 0.5%
Value ($000) $3,415 Shares 22,822 Est. Cost $126.11 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $3,388 Shares 43,954 Est. Cost $52.00 Unrealized +39.6%
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,387 Shares 74,762 Est. Cost $31.34 Unrealized +16.7%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $3,321 Shares 16,003 Est. Cost $112.51 Unrealized +56.0%
BLACKROCK INC 0.5%
Value ($000) $3,266 Shares 4,725 Est. Cost $599.11 Unrealized
SCHX SCHWAB 0.5%
Value ($000) $3,247 Shares 62,000 Est. Cost $52.37 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value ($000) $3,243 Shares 15,848 Est. Cost $163.95 Unrealized +14.1%
PSX PHILLIPS 66 0.5%
Value ($000) $3,092 Shares 32,421 Est. Cost $67.53 Unrealized +31.1%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $3,013 Shares 11,346 Est. Cost $213.89 Unrealized +7.6%
DIS WALT DISNEY CO 0.4%
Value ($000) $2,860 Shares 32,039 Est. Cost $111.85 Unrealized -17.3%
HPE HEWLETT PACKARD ENTERPRISE CO 0.4%
Value ($000) $2,860 Shares 170,222 Est. Cost $13.66 Unrealized +4.0%
ADM ARCHER-DANIELS-MIDLAND CO 0.4%
Value ($000) $2,765 Shares 36,596 Est. Cost $65.66 Unrealized +5.6%
USB US BANCORP 0.4%
Value ($000) $2,763 Shares 83,629 Est. Cost $37.63 Unrealized -24.5%
CAT CATERPILLAR INC 0.4%
Value ($000) $2,720 Shares 11,053 Est. Cost $108.25 Unrealized +97.5%
IEFA ISHARES 0.4%
Value ($000) $2,673 Shares 39,603 Est. Cost $59.67 Unrealized
GLW CORNING INC 0.4%
Value ($000) $2,665 Shares 76,068 Est. Cost $26.76 Unrealized +14.3%
TGT TARGET CORP 0.4%
Value ($000) $2,662 Shares 20,179 Est. Cost $105.61 Unrealized +27.8%
VB VANGUARD 0.4%
Value ($000) $2,601 Shares 13,078 Est. Cost $174.32 Unrealized
KO COCA-COLA CO 0.4%
Value ($000) $2,587 Shares 42,965 Est. Cost $35.89 Unrealized +59.8%
VCIT VANGUARD 0.4%
Value ($000) $2,562 Shares 32,424 Est. Cost $95.18 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,451 Shares 38,322 Est. Cost $56.07 Unrealized +5.1%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $2,392 Shares 49,475 Est. Cost $19.58 Unrealized +132.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $2,376 Shares 16,320 Est. Cost $110.97 Unrealized +19.6%
PFE PFIZER INC 0.3%
Value ($000) $2,306 Shares 62,876 Est. Cost $24.90 Unrealized +33.4%
AMGN AMGEN INC 0.3%
Value ($000) $2,297 Shares 10,348 Est. Cost $189.33 Unrealized +12.8%
PCAR PACCAR INC 0.3%
Value ($000) $2,290 Shares 27,375 Est. Cost $45.79 Unrealized +45.2%
BAC BANK OF AMERICA CORPORATION 0.3%
Value ($000) $2,251 Shares 78,452 Est. Cost $28.49 Unrealized -6.6%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $2,231 Shares 17,710 Est. Cost $113.82 Unrealized -3.0%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $2,203 Shares 11,712 Est. Cost $95.80 Unrealized +77.9%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $2,154 Shares 7,099 Est. Cost $186.63 Unrealized +45.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,122 Shares 4,610 Est. Cost $315.38 Unrealized +36.8%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $2,071 Shares 6 Est. Cost $279327.44 Unrealized +78.2%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $2,013 Shares 6,240 Est. Cost $218.44 Unrealized +41.0%
RVTY PERKINELMER INC 0.3%
Value ($000) $1,994 Shares 16,788 Est. Cost $140.37 Unrealized -13.0%
GVI ISHARES 0.3%
Value ($000) $1,983 Shares 19,267 Est. Cost $111.55 Unrealized
MET METLIFE INC 0.3%
Value ($000) $1,954 Shares 34,573 Est. Cost $35.86 Unrealized +42.8%
VPU VANGUARD 0.3%
Value ($000) $1,953 Shares 13,735 Est. Cost $112.65 Unrealized
GM GENERAL MTRS CO 0.3%
Value ($000) $1,945 Shares 50,432 Est. Cost $51.31 Unrealized -34.5%
COF CAPITAL ONE FINANCIAL 0.3%
Value ($000) $1,913 Shares 17,490 Est. Cost $83.63 Unrealized +14.7%
IEMG ISHARES 0.3%
Value ($000) $1,821 Shares 36,944 Est. Cost $48.35 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $1,733 Shares 25,431 Est. Cost $56.99 Unrealized +3.0%
JMBS JANUS HENDERSON 0.2%
Value ($000) $1,664 Shares 36,374 Est. Cost $52.28 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,625 Shares 21,901 Est. Cost $61.36 Unrealized +14.1%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,612 Shares 3,810 Est. Cost $23.56 Unrealized +40.8%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,556 Shares 16,744 Est. Cost $63.68 Unrealized
IDEV ISHARES 0.2%
Value ($000) $1,529 Shares 25,010 Est. Cost $63.79 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value ($000) $1,499 Shares 2,086 Est. Cost $601.74 Unrealized +27.4%
VOX VANGUARD 0.2%
Value ($000) $1,472 Shares 13,849 Est. Cost $95.76 Unrealized
CMCSA COMCAST CORP 0.2%
Value ($000) $1,455 Shares 35,020 Est. Cost $37.60 Unrealized -2.5%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,453 Shares 6,880 Est. Cost $154.85 Unrealized +30.2%
SCHD SCHWAB 0.2%
Value ($000) $1,452 Shares 20,000 Est. Cost $72.62 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,430 Shares 13,804 Est. Cost $48.45 Unrealized +95.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,421 Shares 20,557 Est. Cost $61.86 Unrealized +3.9%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,386 Shares 6,149 Est. Cost $126.80 Unrealized +48.2%
AFL AFLAC INC 0.2%
Value ($000) $1,362 Shares 19,517 Est. Cost $42.49 Unrealized +48.8%
VIGI VANGUARD 0.2%
Value ($000) $1,361 Shares 18,131 Est. Cost $66.12 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,357 Shares 5,309 Est. Cost $71.02 Unrealized +46.5%
HEI/A HEICO CORP 0.2%
Value ($000) $1,337 Shares 9,510 Est. Cost $72.61 Unrealized +83.9%
DAL DELTA AIR LINES INC 0.2%
Value ($000) $1,309 Shares 27,539 Est. Cost $35.93 Unrealized -0.1%
MA MASTERCARD INC 0.2%
Value ($000) $1,271 Shares 3,231 Est. Cost $284.56 Unrealized +30.0%
NOW SERVICENOW INC 0.2%
Value ($000) $1,243 Shares 2,212 Est. Cost $78.27 Unrealized +27.7%
KR KROGER CO 0.2%
Value ($000) $1,238 Shares 26,337 Est. Cost $45.00 Unrealized 0.0%
IRM IRON MTN INC COM 0.2%
Value ($000) $1,229 Shares 21,630 Est. Cost $45.79 Unrealized +9.0%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,197 Shares 6,216 Est. Cost $143.83 Unrealized +32.0%
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $1,188 Shares 17,796 Est. Cost $165.17 Unrealized -58.8%
RTX RTX CORPORATION 0.2%
Value ($000) $1,180 Shares 12,047 Est. Cost $75.62 Unrealized +22.0%
BA BOEING CO 0.2%
Value ($000) $1,171 Shares 5,547 Est. Cost $178.68 Unrealized +16.3%
FDX FEDEX CORP 0.2%
Value ($000) $1,156 Shares 4,665 Est. Cost $217.98 Unrealized -0.9%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,152 Shares 12,835 Est. Cost $67.13 Unrealized +26.8%
EEM ISHARES 0.2%
Value ($000) $1,140 Shares 28,811 Est. Cost $41.49 Unrealized
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,132 Shares 6,162 Est. Cost $86.28 Unrealized +95.8%
CMI CUMMINS INC 0.2%
Value ($000) $1,132 Shares 4,616 Est. Cost $206.40 Unrealized +3.2%
MCK MCKESSON CORP 0.2%
Value ($000) $1,123 Shares 2,627 Est. Cost $248.59 Unrealized +52.7%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $1,100 Shares 36,252 Est. Cost $41.12 Unrealized -34.5%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,090 Shares 2,718 Est. Cost $326.45 Unrealized +9.6%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,032 Shares 8,795 Est. Cost $55.60 Unrealized +92.8%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $1,021 Shares 14,398 Est. Cost $61.50 Unrealized +7.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,002 Shares 9,189 Est. Cost $118.36 Unrealized -9.8%
ICSH ISHARES 0.1%
Value ($000) $998 Shares 19,837 Est. Cost $50.41 Unrealized
BBY BEST BUY CO INC 0.1%
Value ($000) $952 Shares 11,621 Est. Cost $59.43 Unrealized +10.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $928 Shares 8,291 Est. Cost $63.19 Unrealized +59.9%
VCSH VANGUARD 0.1%
Value ($000) $921 Shares 12,173 Est. Cost $80.74 Unrealized
IWR ISHARES 0.1%
Value ($000) $908 Shares 12,434 Est. Cost $68.56 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $902 Shares 25,573 Est. Cost $24.92 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $874 Shares 9,669 Est. Cost $55.22 Unrealized +45.0%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $863 Shares 5,013 Est. Cost $126.28 Unrealized +33.1%
INVESCO 0.1%
Value ($000) $837 Shares 40,711 Est. Cost $20.97 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $822 Shares 3,626 Est. Cost $179.47 Unrealized +11.6%
LLY ELI LILLY & CO 0.1%
Value ($000) $810 Shares 1,728 Est. Cost $411.47 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $790 Shares 5,906 Est. Cost $108.91 Unrealized +8.4%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $783 Shares 3,542 Est. Cost $43.74 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $773 Shares 1,435 Est. Cost $260.73 Unrealized +86.8%
VNQI VANGUARD 0.1%
Value ($000) $772 Shares 19,199 Est. Cost $53.24 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $758 Shares 967 Est. Cost $556.56 Unrealized +24.4%
ASML ASML HOLDING NV 0.1%
Value ($000) $744 Shares 1,027 Est. Cost $724.75 Unrealized
LQD ISHARES 0.1%
Value ($000) $738 Shares 6,826 Est. Cost $127.87 Unrealized
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $728 Shares 3,515 Est. Cost $169.72 Unrealized
JNK SPDR 0.1%
Value ($000) $728 Shares 7,912 Est. Cost $102.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $720 Shares 19,350 Est. Cost $38.20 Unrealized -18.3%
MTN VAIL RESORTS INC 0.1%
Value ($000) $708 Shares 2,811 Est. Cost $220.56 Unrealized +10.5%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $696 Shares 2,393 Est. Cost $137.11 Unrealized +110.7%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $690 Shares 12,215 Est. Cost $56.04 Unrealized -2.9%
QQQ INVESCO 0.1%
Value ($000) $677 Shares 1,833 Est. Cost $268.73 Unrealized
PTF INVESCO 0.1%
Value ($000) $665 Shares 4,520 Est. Cost $59.85 Unrealized
EFA ISHARES 0.1%
Value ($000) $658 Shares 9,076 Est. Cost $63.52 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.1%
Value ($000) $636 Shares 24,144 Est. Cost $24.36 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $635 Shares 3,696 Est. Cost $125.90 Unrealized +29.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $627 Shares 1,202 Est. Cost $417.73 Unrealized +28.1%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $625 Shares 10,025 Est. Cost $47.76 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $616 Shares 1,801 Est. Cost $286.30 Unrealized +5.7%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $615 Shares 9,745 Est. Cost $62.70 Unrealized +1.2%
VAW VANGUARD 0.1%
Value ($000) $612 Shares 3,365 Est. Cost $118.92 Unrealized
IWM ISHARES 0.1%
Value ($000) $601 Shares 3,208 Est. Cost $169.85 Unrealized
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $588 Shares 3,075 Est. Cost $118.01 Unrealized +46.4%
DON WISDOMTREE 0.1%
Value ($000) $567 Shares 13,493 Est. Cost $35.05 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $563 Shares 15,666 Est. Cost $36.36 Unrealized +1.3%
LTPZ PIMCO 0.1%
Value ($000) $559 Shares 9,315 Est. Cost $65.18 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $546 Shares 5,596 Est. Cost $74.39 Unrealized +13.6%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $543 Shares 11,160 Est. Cost $43.87 Unrealized -4.0%
MPLX MPLX LP 0.1%
Value ($000) $536 Shares 15,795 Est. Cost $29.12 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $533 Shares 6,374 Est. Cost $82.59 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $525 Shares 3,802 Est. Cost $107.53 Unrealized +17.0%
ESGD ISHARES 0.1%
Value ($000) $522 Shares 7,155 Est. Cost $72.93 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $500 Shares 10,171 Est. Cost $48.75 Unrealized -8.7%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $498 Shares 1,018 Est. Cost $364.98 Unrealized +10.4%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $490 Shares 13,804 Est. Cost $28.27 Unrealized +18.8%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $485 Shares 4,328 Est. Cost $57.67 Unrealized +67.2%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $481 Shares 992 Est. Cost $367.67 Unrealized +10.9%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $481 Shares 5,448 Est. Cost $69.41 Unrealized +5.9%
FMC FMC CORP 0.1%
Value ($000) $478 Shares 4,583 Est. Cost $100.25 Unrealized 0.0%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $474 Shares 3,199 Est. Cost $88.78 Unrealized +48.3%
HUM HUMANA INC 0.1%
Value ($000) $471 Shares 1,054 Est. Cost $488.15 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $457 Shares 8,709 Est. Cost $40.93 Unrealized +19.8%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $450 Shares 1,536 Est. Cost $278.05 Unrealized 0.0%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $442 Shares 4,488 Est. Cost $157.54 Unrealized -36.5%
HPQ HP INC COM 0.1%
Value ($000) $439 Shares 14,297 Est. Cost $27.12 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $439 Shares 2,252 Est. Cost $110.64 Unrealized +59.9%
LIN LINDE PLC 0.1%
Value ($000) $439 Shares 1,151 Est. Cost $327.96 Unrealized +7.6%
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $435 Shares 2,500 Est. Cost $173.86 Unrealized
T AT&T INC 0.1%
Value ($000) $429 Shares 26,914 Est. Cost $15.83 Unrealized -6.6%
BSCQ INVESCO 0.1%
Value ($000) $427 Shares 22,520 Est. Cost $19.73 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $425 Shares 3,067 Est. Cost $72.08 Unrealized +78.7%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $411 Shares 855 Est. Cost $445.37 Unrealized 0.0%
SCHM SCHWAB 0.1%
Value ($000) $405 Shares 5,700 Est. Cost $71.03 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $399 Shares 2,219 Est. Cost $115.28 Unrealized +38.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $389 Shares 11,923 Est. Cost $18.24 Unrealized +46.8%
SCHA SCHWAB 0.1%
Value ($000) $377 Shares 8,600 Est. Cost $43.80 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $373 Shares 1,426 Est. Cost $199.96 Unrealized 0.0%
LDUR PIMCO 0.1%
Value ($000) $371 Shares 3,958 Est. Cost $100.56 Unrealized
FTV FORTIVE CORP COM 0.1%
Value ($000) $368 Shares 4,922 Est. Cost $35.54 Unrealized +40.5%
XEL XCEL ENERGY INC 0.1%
Value ($000) $364 Shares 5,849 Est. Cost $56.54 Unrealized +7.5%
IJH ISHARES 0.1%
Value ($000) $358 Shares 1,370 Est. Cost $180.11 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $357 Shares 3,561 Est. Cost $91.30 Unrealized 0.0%
WFC WELLS FARGO CO 0.1%
Value ($000) $345 Shares 8,073 Est. Cost $39.57 Unrealized -4.9%
CTAS CINTAS CORP 0.0%
Value ($000) $335 Shares 674 Est. Cost $62.54 Unrealized +83.4%
ESGE ISHARES 0.0%
Value ($000) $329 Shares 10,390 Est. Cost $31.63 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $324 Shares 17,235 Est. Cost $9.08 Unrealized +58.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $324 Shares 727 Est. Cost $361.03 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $323 Shares 1,864 Est. Cost $114.89 Unrealized +38.2%
BANF BANCFIRST CORP 0.0%
Value ($000) $323 Shares 3,511 Est. Cost $32.74 Unrealized +144.8%
IJR ISHARES 0.0%
Value ($000) $320 Shares 3,213 Est. Cost $76.93 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $314 Shares 1,120 Est. Cost $180.77 Unrealized +37.2%
MRNA MODERNA INC 0.0%
Value ($000) $311 Shares 2,563 Est. Cost $171.95 Unrealized -22.4%
INTERPUBLIC GROUP OF COS INC 0.0%
Value ($000) $309 Shares 7,998 Est. Cost $28.25 Unrealized +20.1%
CDW CDW CORP COM 0.0%
Value ($000) $305 Shares 1,663 Est. Cost $168.84 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $304 Shares 663 Est. Cost $430.92 Unrealized 0.0%
THE DUCKHORN PORTFOLIO INC 0.0%
Value ($000) $295 Shares 22,782 Est. Cost $14.42 Unrealized
TJX TJX COS INC 0.0%
Value ($000) $295 Shares 3,475 Est. Cost $76.14 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $293 Shares 2,025 Est. Cost $85.84 Unrealized +42.4%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $289 Shares 22,741 Est. Cost $9.57 Unrealized
VTV VANGUARD 0.0%
Value ($000) $286 Shares 2,015 Est. Cost $108.55 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $285 Shares 3,841 Est. Cost $67.98 Unrealized +3.5%
EOG EOG RESOURCES INC 0.0%
Value ($000) $284 Shares 2,479 Est. Cost $95.60 Unrealized +9.2%
OGS ONE GAS INC COM 0.0%
Value ($000) $276 Shares 3,587 Est. Cost $72.28 Unrealized +10.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $271 Shares 5,447 Est. Cost $34.84 Unrealized +22.0%
MCO MOODYS CORP SR NT 0.0%
Value ($000) $269 Shares 775 Est. Cost $310.36 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $265 Shares 769 Est. Cost $318.69 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $262 Shares 2,775 Est. Cost $86.92 Unrealized 0.0%
INVESCO 0.0%
Value ($000) $262 Shares 12,992 Est. Cost $20.81 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $260 Shares 16,320 Est. Cost $37.10 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $256 Shares 4,816 Est. Cost $46.91 Unrealized -3.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $256 Shares 1,190 Est. Cost $224.30 Unrealized -8.8%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $256 Shares 3,167 Est. Cost $56.53 Unrealized +36.3%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $253 Shares 1,513 Est. Cost $146.68 Unrealized +21.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $252 Shares 4,875 Est. Cost $50.34 Unrealized -5.5%
CSX CSX CORP 0.0%
Value ($000) $249 Shares 7,302 Est. Cost $28.73 Unrealized +5.9%
CME CME GROUP INC 0.0%
Value ($000) $244 Shares 1,319 Est. Cost $166.51 Unrealized 0.0%
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $244 Shares 3,000 Est. Cost $81.17 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $243 Shares 3,100 Est. Cost $68.22 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $240 Shares 3,233 Est. Cost $73.05 Unrealized -6.2%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $239 Shares 1,342 Est. Cost $168.41 Unrealized
RFG INVESCO 0.0%
Value ($000) $226 Shares 1,156 Est. Cost $179.09 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $224 Shares 30,201 Est. Cost $2.53 Unrealized
RZG INVESCO 0.0%
Value ($000) $224 Shares 1,765 Est. Cost $116.50 Unrealized
IAGG ISHARES 0.0%
Value ($000) $223 Shares 4,520 Est. Cost $49.81 Unrealized
MGM MGM RESORTS INTL 0.0%
Value ($000) $220 Shares 5,000 Est. Cost $41.55 Unrealized +2.8%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $219 Shares 457 Est. Cost $442.79 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $218 Shares 3,334 Est. Cost $58.97 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $214 Shares 1,849 Est. Cost $94.44 Unrealized 0.0%
PEJ INVESCO 0.0%
Value ($000) $211 Shares 5,045 Est. Cost $40.69 Unrealized
IDU ISHARES 0.0%
Value ($000) $209 Shares 2,558 Est. Cost $79.75 Unrealized
BSMO INVESCO 0.0%
Value ($000) $208 Shares 8,379 Est. Cost $24.90 Unrealized
VT VANGUARD 0.0%
Value ($000) $204 Shares 2,102 Est. Cost $96.98 Unrealized
VTI VANGUARD 0.0%
Value ($000) $201 Shares 912 Est. Cost $220.28 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value ($000) $187 Shares 13,915 Est. Cost $8.95 Unrealized +7.0%
HTGC HERCULES TECHNOLOGY GROWTH 0.0%
Value ($000) $175 Shares 11,855 Est. Cost $15.62 Unrealized -12.2%
PSEC PROSPECT CAPITAL CORP 0.0%
Value ($000) $152 Shares 24,585 Est. Cost $4.71 Unrealized -7.5%