Heritage Trust Co Diversified Active

Location: Oklahoma City, OK

CIK: 0001706028 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 8, 2023

Total Value: $641M (100.0% shares, 0.0% debt)

Holdings (256)

AAPL APPLE INC 6.2%
Value $39.5M Shares 230,693 Est. Cost $87.25 Unrealized +107.8%
MSFT MICROSOFT CORP 5.9%
Value $37.96M Shares 120,210 Est. Cost $87.32 Unrealized +271.7%
VEA VANGUARD 3.8%
Value $24.25M Shares 554,573 Est. Cost $39.53 Unrealized
GOOG ALPHABET INC 2.2%
Value $14.28M Shares 108,324 Est. Cost $108.05 Unrealized +19.4%
ABBV ABBVIE INC 2.0%
Value $13.13M Shares 88,108 Est. Cost $56.87 Unrealized +138.0%
UNH UNITEDHEALTH GROUP INC 2.0%
Value $12.86M Shares 25,516 Est. Cost $235.50 Unrealized +99.5%
JNJ JOHNSON & JOHNSON 1.7%
Value $10.65M Shares 68,373 Est. Cost $105.75 Unrealized +44.9%
JPM JPMORGAN CHASE & CO 1.7%
Value $10.6M Shares 73,068 Est. Cost $85.37 Unrealized +66.7%
SPY SPDR S&P 500 (MKT) 1.6%
Value $10.15M Shares 23,751 Est. Cost $320.68 Unrealized
QCOM QUALCOMM INC 1.6%
Value $10.04M Shares 90,393 Est. Cost $66.03 Unrealized +66.7%
HD HOME DEPOT INC 1.6%
Value $10.01M Shares 33,140 Est. Cost $160.36 Unrealized +88.9%
GOOGL ALPHABET INC 1.4%
Value $9.267M Shares 70,817 Est. Cost $107.49 Unrealized +19.4%
V VISA INC 1.4%
Value $9.251M Shares 40,222 Est. Cost $159.88 Unrealized +47.7%
ORCL ORACLE CORP 1.4%
Value $8.717M Shares 82,300 Est. Cost $53.20 Unrealized +112.0%
WMT WALMART INC 1.3%
Value $8.09M Shares 50,587 Est. Cost $25.27 Unrealized +105.1%
VWO VANGUARD 1.2%
Value $7.951M Shares 202,778 Est. Cost $40.10 Unrealized
LOW LOWES COS INC 1.2%
Value $7.47M Shares 35,943 Est. Cost $96.13 Unrealized +123.6%
DHR DANAHER CORP 1.2%
Value $7.445M Shares 30,007 Est. Cost $92.47 Unrealized +138.1%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value $7.188M Shares 29,879 Est. Cost $128.20 Unrealized +80.3%
SBUX STARBUCKS CORP 1.1%
Value $7.113M Shares 77,933 Est. Cost $63.70 Unrealized +45.2%
MRK MERCK & CO INC 1.1%
Value $6.865M Shares 66,686 Est. Cost $63.39 Unrealized +57.5%
ACN ACCENTURE PLC A 1.1%
Value $6.795M Shares 22,125 Est. Cost $166.00 Unrealized +83.4%
PAYC PAYCOM SOFTWARE INC 1.0%
Value $6.676M Shares 25,751 Est. Cost $50.84 Unrealized +488.8%
XOM EXXON MOBIL CORP 1.0%
Value $6.648M Shares 56,540 Est. Cost $58.85 Unrealized +71.6%
JEPI JPMORGAN 1.0%
Value $6.476M Shares 120,920 Est. Cost $54.28 Unrealized
VOO VANGUARD 1.0%
Value $6.357M Shares 16,189 Est. Cost $346.11 Unrealized
AMZN AMAZON COM INC 1.0%
Value $6.215M Shares 48,887 Est. Cost $124.71 Unrealized +7.4%
PG PROCTER & GAMBLE CO 1.0%
Value $6.167M Shares 42,282 Est. Cost $84.72 Unrealized +70.1%
CSCO CISCO SYSTEMS INC 0.9%
Value $5.901M Shares 109,765 Est. Cost $38.25 Unrealized +31.5%
ABT ABBOTT LABS 0.9%
Value $5.884M Shares 60,750 Est. Cost $67.16 Unrealized +49.6%
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value $5.829M Shares 16,640 Est. Cost $204.25 Unrealized +73.7%
CVX CHEVRON CORP 0.8%
Value $5.377M Shares 31,887 Est. Cost $101.14 Unrealized +44.1%
FISV FISERV INC 0.8%
Value $5.061M Shares 44,804 Est. Cost $100.60 Unrealized +22.4%
SCZ ISHARES 0.8%
Value $5.02M Shares 88,896 Est. Cost $54.41 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.8%
Value $5.006M Shares 21,735 Est. Cost $111.77 Unrealized +105.8%
TIP ISHARES 0.8%
Value $4.883M Shares 47,078 Est. Cost $115.98 Unrealized
OKE ONEOK INC 0.8%
Value $4.816M Shares 75,921 Est. Cost $46.38 Unrealized +25.0%
AXP AMERICAN EXPRESS CO 0.7%
Value $4.741M Shares 31,778 Est. Cost $92.42 Unrealized +71.9%
MS MORGAN STANLEY 0.7%
Value $4.691M Shares 57,444 Est. Cost $47.59 Unrealized +68.7%
IVW ISHARES 0.7%
Value $4.686M Shares 68,484 Est. Cost $64.10 Unrealized
AMT AMERICAN TOWER CORP 0.7%
Value $4.675M Shares 28,430 Est. Cost $180.17 Unrealized -6.9%
IVV ISHARES 0.7%
Value $4.644M Shares 10,814 Est. Cost $284.83 Unrealized
VTIP VANGUARD 0.7%
Value $4.566M Shares 96,566 Est. Cost $51.77 Unrealized
INTC INTEL CORP 0.7%
Value $4.404M Shares 123,873 Est. Cost $43.05 Unrealized -20.5%
DE DEERE & CO 0.7%
Value $4.31M Shares 11,421 Est. Cost $309.06 Unrealized +28.8%
META META PLATFORMS INC CL A 0.6%
Value $4.05M Shares 13,489 Est. Cost $230.14 Unrealized +30.0%
MDLZ MONDELEZ INTL INC 0.6%
Value $3.759M Shares 54,167 Est. Cost $45.42 Unrealized +48.0%
PSX PHILLIPS 66 0.6%
Value $3.716M Shares 30,931 Est. Cost $67.53 Unrealized +53.0%
PEP PEPSICO INC 0.6%
Value $3.596M Shares 21,220 Est. Cost $106.54 Unrealized +56.9%
HPE HEWLETT PACKARD ENTERPRISE CO 0.6%
Value $3.572M Shares 205,628 Est. Cost $14.08 Unrealized +14.3%
UPS UNITED PARCEL SERVICE 0.6%
Value $3.55M Shares 22,776 Est. Cost $102.73 Unrealized +47.6%
MCD MCDONALD'S CORP 0.6%
Value $3.549M Shares 13,473 Est. Cost $131.07 Unrealized +105.6%
VIG VANGUARD 0.5%
Value $3.52M Shares 22,654 Est. Cost $107.47 Unrealized
SPDW SPDR 0.5%
Value $3.411M Shares 110,003 Est. Cost $28.84 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value $3.379M Shares 30,709 Est. Cost $62.45 Unrealized +78.0%
GILD GILEAD SCIENCES INC 0.5%
Value $3.268M Shares 43,606 Est. Cost $52.00 Unrealized +35.9%
RSP INVESCO 0.5%
Value $3.225M Shares 22,759 Est. Cost $126.11 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value $3.209M Shares 15,760 Est. Cost $163.95 Unrealized +25.7%
SCHX SCHWAB 0.5%
Value $3.137M Shares 62,000 Est. Cost $52.37 Unrealized
CAT CATERPILLAR INC 0.5%
Value $3.068M Shares 11,239 Est. Cost $110.78 Unrealized +136.0%
GPC GENUINE PARTS CO 0.5%
Value $3.062M Shares 21,205 Est. Cost $84.75 Unrealized +70.5%
MO ALTRIA GROUP INC 0.5%
Value $3.057M Shares 72,689 Est. Cost $31.34 Unrealized +16.2%
BLACKROCK INC 0.5%
Value $3.023M Shares 4,676 Est. Cost $599.11 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.5%
Value $2.898M Shares 15,687 Est. Cost $112.51 Unrealized +54.5%
SHW SHERWIN WILLIAMS CO 0.4%
Value $2.876M Shares 11,277 Est. Cost $213.89 Unrealized +22.6%
AMGN AMGEN INC 0.4%
Value $2.78M Shares 10,343 Est. Cost $189.33 Unrealized +22.5%
ADM ARCHER-DANIELS-MIDLAND CO 0.4%
Value $2.755M Shares 36,535 Est. Cost $65.66 Unrealized +13.6%
USB US BANCORP 0.4%
Value $2.706M Shares 81,852 Est. Cost $37.63 Unrealized -13.6%
DIS WALT DISNEY CO 0.4%
Value $2.548M Shares 31,442 Est. Cost $111.85 Unrealized -25.4%
CMCSA COMCAST CORP 0.4%
Value $2.534M Shares 57,159 Est. Cost $39.11 Unrealized +6.1%
VCIT VANGUARD 0.4%
Value $2.511M Shares 33,042 Est. Cost $94.82 Unrealized
IEFA ISHARES 0.4%
Value $2.498M Shares 38,826 Est. Cost $59.67 Unrealized
VB VANGUARD 0.4%
Value $2.463M Shares 13,027 Est. Cost $174.32 Unrealized
DVN DEVON ENERGY CORP 0.4%
Value $2.413M Shares 50,587 Est. Cost $20.16 Unrealized +128.8%
KO COCA-COLA CO 0.4%
Value $2.355M Shares 42,071 Est. Cost $35.89 Unrealized +55.2%
PCAR PACCAR INC 0.4%
Value $2.294M Shares 26,984 Est. Cost $45.79 Unrealized +67.5%
GLW CORNING INC 0.3%
Value $2.241M Shares 73,543 Est. Cost $26.76 Unrealized +14.7%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $2.226M Shares 11,695 Est. Cost $95.80 Unrealized +92.7%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value $2.221M Shares 38,275 Est. Cost $56.07 Unrealized -3.1%
TGT TARGET CORP 0.3%
Value $2.198M Shares 19,882 Est. Cost $105.61 Unrealized +10.2%
BAC BANK OF AMERICA CORPORATION 0.3%
Value $2.171M Shares 79,296 Est. Cost $28.48 Unrealized -2.3%
MET METLIFE INC 0.3%
Value $2.165M Shares 34,413 Est. Cost $35.86 Unrealized +61.8%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value $2.14M Shares 17,427 Est. Cost $113.82 Unrealized +1.1%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value $2.126M Shares 6 Est. Cost $279327.44 Unrealized +93.0%
PFE PFIZER INC 0.3%
Value $2.043M Shares 61,590 Est. Cost $24.90 Unrealized +22.8%
PYPL PAYPAL HOLDINGS INC 0.3%
Value $2.035M Shares 34,804 Est. Cost $116.20 Unrealized -44.1%
LAM RESEARCH CORP 0.3%
Value $2.009M Shares 3,205 Est. Cost $366.99 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value $1.95M Shares 6,027 Est. Cost $218.44 Unrealized +44.4%
GVI ISHARES 0.3%
Value $1.925M Shares 19,000 Est. Cost $111.55 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value $1.85M Shares 4,523 Est. Cost $315.38 Unrealized +31.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value $1.816M Shares 16,178 Est. Cost $110.97 Unrealized +11.9%
RVTY REVVITY INC 0.3%
Value $1.793M Shares 16,200 Est. Cost $140.37 Unrealized -16.8%
REGN REGENERON PHARMACEUTICALS INC 0.3%
Value $1.751M Shares 2,128 Est. Cost $605.29 Unrealized +29.1%
HCA HCA HEALTHCARE INC 0.3%
Value $1.739M Shares 7,070 Est. Cost $186.63 Unrealized +43.8%
COF CAPITAL ONE FINANCIAL 0.3%
Value $1.71M Shares 17,621 Est. Cost $83.63 Unrealized +23.2%
VPU VANGUARD 0.3%
Value $1.663M Shares 13,040 Est. Cost $112.65 Unrealized
NVDA NVIDIA CORP 0.3%
Value $1.657M Shares 3,810 Est. Cost $23.56 Unrealized +90.0%
COP CONOCOPHILLIPS 0.3%
Value $1.647M Shares 13,744 Est. Cost $48.45 Unrealized +122.7%
GM GENERAL MTRS CO 0.3%
Value $1.624M Shares 49,248 Est. Cost $51.31 Unrealized -32.5%
IEMG ISHARES 0.3%
Value $1.615M Shares 33,941 Est. Cost $48.35 Unrealized
JMBS JANUS HENDERSON 0.2%
Value $1.575M Shares 36,300 Est. Cost $52.28 Unrealized
AFL AFLAC INC 0.2%
Value $1.497M Shares 19,500 Est. Cost $42.49 Unrealized +66.0%
CVS CVS HEALTH CORP 0.2%
Value $1.466M Shares 21,001 Est. Cost $61.92 Unrealized +4.3%
IDEV ISHARES 0.2%
Value $1.458M Shares 25,010 Est. Cost $63.79 Unrealized
VOX VANGUARD 0.2%
Value $1.426M Shares 13,554 Est. Cost $95.76 Unrealized
SCHD SCHWAB 0.2%
Value $1.415M Shares 20,000 Est. Cost $72.62 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value $1.373M Shares 16,488 Est. Cost $63.68 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value $1.353M Shares 25,431 Est. Cost $56.99 Unrealized +3.8%
CRM SALESFORCE COM INC 0.2%
Value $1.351M Shares 6,660 Est. Cost $154.85 Unrealized +37.9%
VIGI VANGUARD 0.2%
Value $1.293M Shares 18,131 Est. Cost $66.12 Unrealized
IRM IRON MTN INC COM 0.2%
Value $1.288M Shares 21,660 Est. Cost $45.79 Unrealized +23.0%
NEE NEXTERA ENERGY INC 0.2%
Value $1.259M Shares 21,970 Est. Cost $61.36 Unrealized +5.0%
MA MASTERCARD INC 0.2%
Value $1.258M Shares 3,177 Est. Cost $284.56 Unrealized +39.2%
DHI DR HORTON INC 0.2%
Value $1.255M Shares 11,675 Est. Cost $62.18 Unrealized +88.2%
VLO VALERO ENERGY CORP 0.2%
Value $1.254M Shares 8,848 Est. Cost $55.60 Unrealized +119.7%
FDX FEDEX CORP 0.2%
Value $1.236M Shares 4,665 Est. Cost $217.98 Unrealized +13.2%
HEI/A HEICO CORP 0.2%
Value $1.229M Shares 9,510 Est. Cost $72.61 Unrealized +86.2%
VMC VULCAN MATERIALS CO 0.2%
Value $1.221M Shares 6,042 Est. Cost $126.80 Unrealized +68.6%
LLY ELI LILLY & CO 0.2%
Value $1.217M Shares 2,265 Est. Cost $434.07 Unrealized +16.8%
NOW SERVICENOW INC 0.2%
Value $1.215M Shares 2,173 Est. Cost $78.27 Unrealized +45.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value $1.209M Shares 5,158 Est. Cost $71.02 Unrealized +66.6%
BA BOEING CO 0.2%
Value $1.208M Shares 6,301 Est. Cost $183.48 Unrealized +19.2%
CB CHUBB LIMITED COM 0.2%
Value $1.198M Shares 5,755 Est. Cost $143.83 Unrealized +36.8%
KR KROGER CO 0.2%
Value $1.188M Shares 26,544 Est. Cost $45.00 Unrealized -0.8%
MAR MARRIOTT INTL INC 0.2%
Value $1.159M Shares 5,897 Est. Cost $86.28 Unrealized +124.9%
MCK MCKESSON CORP 0.2%
Value $1.142M Shares 2,627 Est. Cost $248.59 Unrealized +67.6%
DUK DUKE ENERGY CORP 0.2%
Value $1.098M Shares 12,446 Est. Cost $67.13 Unrealized +24.5%
EEM ISHARES 0.2%
Value $1.09M Shares 28,723 Est. Cost $41.49 Unrealized
DAL DELTA AIR LINES INC 0.2%
Value $1.077M Shares 29,099 Est. Cost $36.27 Unrealized +16.7%
CMI CUMMINS INC 0.2%
Value $1.049M Shares 4,592 Est. Cost $206.40 Unrealized +10.7%
ALL ALLSTATE CORP 0.2%
Value $1.018M Shares 9,133 Est. Cost $118.36 Unrealized -12.5%
ICSH ISHARES 0.2%
Value $999K Shares 19,837 Est. Cost $50.41 Unrealized
BP BP PLC SPONSORED ADR 0.2%
Value $990K Shares 25,573 Est. Cost $24.92 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value $987K Shares 34,498 Est. Cost $41.12 Unrealized -34.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value $966K Shares 4,755 Est. Cost $43.19 Unrealized -3.8%
PAYX PAYCHEX INC 0.1%
Value $918K Shares 7,958 Est. Cost $63.19 Unrealized +77.5%
VCSH VANGUARD 0.1%
Value $915K Shares 12,173 Est. Cost $80.74 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value $881K Shares 9,121 Est. Cost $55.22 Unrealized +65.1%
HPQ HP INC COM 0.1%
Value $872K Shares 33,947 Est. Cost $27.61 Unrealized +1.3%
IWR ISHARES 0.1%
Value $859K Shares 12,404 Est. Cost $68.56 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value $831K Shares 14,287 Est. Cost $61.50 Unrealized -3.3%
SPGI S&P GLOBAL INC COM 0.1%
Value $827K Shares 2,264 Est. Cost $326.45 Unrealized +18.2%
ZTS ZOETIS INC CL A 0.1%
Value $824K Shares 4,736 Est. Cost $126.28 Unrealized +40.1%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value $822K Shares 5,856 Est. Cost $108.91 Unrealized +21.0%
COST COSTCO WHOLESALE CORP 0.1%
Value $811K Shares 1,435 Est. Cost $260.73 Unrealized +104.1%
BBY BEST BUY CO INC 0.1%
Value $807K Shares 11,621 Est. Cost $59.43 Unrealized +15.5%
PIONEER NATURAL RESOURCES CO 0.1%
Value $795K Shares 3,462 Est. Cost $169.72 Unrealized
INVESCO 0.1%
Value $785K Shares 37,984 Est. Cost $20.97 Unrealized
LQD ISHARES 0.1%
Value $727K Shares 7,125 Est. Cost $126.79 Unrealized
JNK SPDR 0.1%
Value $715K Shares 7,912 Est. Cost $102.85 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value $714K Shares 3,626 Est. Cost $179.47 Unrealized +14.2%
EQIX EQUINIX INC 0.1%
Value $702K Shares 967 Est. Cost $556.56 Unrealized +32.2%
VNQI VANGUARD 0.1%
Value $686K Shares 17,625 Est. Cost $53.24 Unrealized
PB PROSPERITY BANCSHARES INC 0.1%
Value $667K Shares 12,215 Est. Cost $56.04 Unrealized -4.8%
MU MICRON TECHNOLOGY INC 0.1%
Value $663K Shares 9,745 Est. Cost $62.70 Unrealized +5.7%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.1%
Value $661K Shares 24,144 Est. Cost $24.36 Unrealized
QQQ INVESCO 0.1%
Value $657K Shares 1,833 Est. Cost $268.73 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value $654K Shares 3,579 Est. Cost $125.90 Unrealized +37.6%
SLB SCHLUMBERGER LTD 0.1%
Value $652K Shares 11,180 Est. Cost $49.26 Unrealized +10.5%
TT TRANE TECHNOLOGIES 0.1%
Value $624K Shares 3,075 Est. Cost $118.01 Unrealized +65.9%
MTN VAIL RESORTS INC 0.1%
Value $608K Shares 2,739 Est. Cost $220.56 Unrealized +7.6%
ASML ASML HOLDING NV 0.1%
Value $605K Shares 1,027 Est. Cost $724.75 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $603K Shares 1,191 Est. Cost $417.73 Unrealized +26.6%
PTF INVESCO 0.1%
Value $599K Shares 13,560 Est. Cost $49.40 Unrealized
EFA ISHARES 0.1%
Value $591K Shares 8,573 Est. Cost $63.52 Unrealized
VAW VANGUARD 0.1%
Value $581K Shares 3,365 Est. Cost $118.92 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value $575K Shares 2,393 Est. Cost $137.11 Unrealized +87.5%
AGG ISHARES 0.1%
Value $574K Shares 6,108 Est. Cost $94.04 Unrealized
IWM ISHARES 0.1%
Value $566K Shares 3,204 Est. Cost $169.85 Unrealized
MPLX MPLX LP 0.1%
Value $562K Shares 15,795 Est. Cost $29.12 Unrealized
DON WISDOMTREE 0.1%
Value $553K Shares 13,493 Est. Cost $35.05 Unrealized
HUM HUMANA INC 0.1%
Value $546K Shares 1,123 Est. Cost $486.21 Unrealized -6.1%
CBSH COMMERCE BANCSHARES INC 0.1%
Value $535K Shares 11,160 Est. Cost $43.87 Unrealized -5.8%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value $510K Shares 5,374 Est. Cost $69.41 Unrealized +21.4%
ADBE ADOBE SYSTEMS INC 0.1%
Value $509K Shares 998 Est. Cost $364.98 Unrealized +43.7%
GPN GLOBAL PAYMENTS INC 0.1%
Value $508K Shares 4,404 Est. Cost $157.54 Unrealized -26.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $502K Shares 1,719 Est. Cost $286.30 Unrealized +9.1%
OGE OGE ENERGY CORP 0.1%
Value $502K Shares 15,068 Est. Cost $36.36 Unrealized -3.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value $500K Shares 5,403 Est. Cost $74.39 Unrealized +15.8%
ESGD ISHARES 0.1%
Value $495K Shares 7,155 Est. Cost $72.93 Unrealized
LTPZ PIMCO 0.1%
Value $490K Shares 9,315 Est. Cost $65.18 Unrealized
RTX RTX CORPORATION 0.1%
Value $474K Shares 6,586 Est. Cost $75.62 Unrealized +7.4%
VNQ VANGUARD 0.1%
Value $470K Shares 6,214 Est. Cost $82.59 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value $464K Shares 13,786 Est. Cost $28.27 Unrealized +7.9%
KMB KIMBERLY CLARK CORP 0.1%
Value $459K Shares 3,802 Est. Cost $107.53 Unrealized +9.5%
KLAC KLA-TENCOR CORP 0.1%
Value $455K Shares 992 Est. Cost $367.67 Unrealized +27.7%
TROW T ROWE PRICE GROUP INC 0.1%
Value $446K Shares 4,254 Est. Cost $57.67 Unrealized +73.9%
AVGO BROADCOM INC 0.1%
Value $428K Shares 515 Est. Cost $51.50 Unrealized +63.1%
BSCQ INVESCO 0.1%
Value $423K Shares 22,520 Est. Cost $19.73 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value $422K Shares 8,709 Est. Cost $40.93 Unrealized +16.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $420K Shares 12,970 Est. Cost $38.20 Unrealized -24.1%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $418K Shares 1,536 Est. Cost $278.05 Unrealized -0.2%
LIN LINDE PLC 0.1%
Value $414K Shares 1,113 Est. Cost $327.96 Unrealized +12.5%
ROP ROPER TECHNOLOGIES INC 0.1%
Value $414K Shares 855 Est. Cost $445.37 Unrealized +8.4%
LYB LYONDELLBASELL INDUST NV CLASS A 0.1%
Value $411K Shares 4,338 Est. Cost $81.03 Unrealized 0.0%
XLK SELECT SECTOR SPDR 0.1%
Value $410K Shares 2,500 Est. Cost $173.86 Unrealized
BANF BANCFIRST CORP 0.1%
Value $407K Shares 4,697 Est. Cost $47.33 Unrealized +91.2%
PPG PPG INDUSTRIES INC 0.1%
Value $406K Shares 3,129 Est. Cost $88.78 Unrealized +49.8%
ADI ANALOG DEVICES INC 0.1%
Value $394K Shares 2,252 Est. Cost $110.64 Unrealized +59.9%
SCHM SCHWAB 0.1%
Value $386K Shares 5,700 Est. Cost $71.03 Unrealized
SPG SIMON PROPERTY GROUP INC 0.1%
Value $384K Shares 3,559 Est. Cost $98.66 Unrealized +4.6%
YUM YUM BRANDS INC 0.1%
Value $383K Shares 3,067 Est. Cost $72.08 Unrealized +74.2%
LDUR PIMCO 0.1%
Value $371K Shares 3,958 Est. Cost $100.56 Unrealized
FTV FORTIVE CORP COM 0.1%
Value $365K Shares 4,922 Est. Cost $35.54 Unrealized +60.1%
TSLA TESLA INC 0.1%
Value $357K Shares 1,426 Est. Cost $199.96 Unrealized +28.5%
SCHA SCHWAB 0.1%
Value $356K Shares 8,600 Est. Cost $43.80 Unrealized
IJH ISHARES 0.1%
Value $342K Shares 1,370 Est. Cost $180.11 Unrealized
INTU INTUIT INC 0.1%
Value $339K Shares 663 Est. Cost $430.92 Unrealized +15.8%
ARCC ARES CAPITAL CORP 0.1%
Value $336K Shares 17,235 Est. Cost $9.08 Unrealized +70.5%
CDW CDW CORP COM 0.1%
Value $336K Shares 1,663 Est. Cost $168.84 Unrealized +14.5%
URI UNITED RENTALS INC 0.1%
Value $334K Shares 752 Est. Cost $363.90 Unrealized +23.0%
XEL XCEL ENERGY INC 0.1%
Value $333K Shares 5,823 Est. Cost $56.54 Unrealized -2.4%
WFC WELLS FARGO CO 0.1%
Value $330K Shares 8,073 Est. Cost $39.57 Unrealized +2.8%
CHD CHURCH & DWIGHT INC 0.1%
Value $326K Shares 3,561 Est. Cost $91.30 Unrealized +2.0%
CTAS CINTAS CORP 0.1%
Value $324K Shares 674 Est. Cost $62.54 Unrealized +95.1%
CI CIGNA CORP NEW 0.1%
Value $320K Shares 1,120 Est. Cost $180.77 Unrealized +50.9%
TXN TEXAS INSTRUMENTS INC 0.0%
Value $316K Shares 1,985 Est. Cost $115.28 Unrealized +37.8%
ESGE ISHARES 0.0%
Value $315K Shares 10,390 Est. Cost $31.63 Unrealized
EOG EOG RESOURCES INC 0.0%
Value $314K Shares 2,479 Est. Cost $95.60 Unrealized +22.6%
TJX TJX COS INC 0.0%
Value $309K Shares 3,475 Est. Cost $76.14 Unrealized +12.1%
T AT&T INC 0.0%
Value $302K Shares 20,114 Est. Cost $15.83 Unrealized -18.2%
IJR ISHARES 0.0%
Value $293K Shares 3,108 Est. Cost $76.93 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $292K Shares 5,287 Est. Cost $34.84 Unrealized +53.4%
AMAT APPLIED MATERIALS INC 0.0%
Value $280K Shares 2,025 Est. Cost $85.84 Unrealized +63.6%
VTV VANGUARD 0.0%
Value $278K Shares 2,015 Est. Cost $108.55 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $276K Shares 8,187 Est. Cost $18.24 Unrealized +69.2%
WM WASTE MANAGEMENT INC 0.0%
Value $276K Shares 1,808 Est. Cost $114.89 Unrealized +35.8%
XLE SELECT SECTOR SPDR 0.0%
Value $271K Shares 3,000 Est. Cost $81.17 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value $267K Shares 3,841 Est. Cost $67.98 Unrealized +2.8%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value $267K Shares 19,007 Est. Cost $9.57 Unrealized
CME CME GROUP INC 0.0%
Value $264K Shares 1,319 Est. Cost $166.51 Unrealized +8.2%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value $253K Shares 3,167 Est. Cost $56.53 Unrealized +40.8%
AON AON PLC 0.0%
Value $249K Shares 769 Est. Cost $318.69 Unrealized +2.1%
MCO MOODYS CORP SR 0.0%
Value $245K Shares 775 Est. Cost $310.36 Unrealized +7.6%
THE DUCKHORN PORTFOLIO INC 0.0%
Value $238K Shares 23,200 Est. Cost $14.34 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value $230K Shares 1,342 Est. Cost $168.41 Unrealized
INVESCO 0.0%
Value $229K Shares 11,399 Est. Cost $20.81 Unrealized
INTERPUBLIC GROUP OF COS INC 0.0%
Value $229K Shares 7,998 Est. Cost $28.25 Unrealized +7.2%
GD GENERAL DYNAMICS CORP 0.0%
Value $227K Shares 1,029 Est. Cost $224.30 Unrealized -5.9%
RFG INVESCO 0.0%
Value $227K Shares 5,780 Est. Cost $67.17 Unrealized
OGS ONE GAS INC COM 0.0%
Value $225K Shares 3,294 Est. Cost $72.28 Unrealized +4.5%
CSX CSX CORP 0.0%
Value $225K Shares 7,302 Est. Cost $28.73 Unrealized +6.4%
TRU TRANSUNION COM 0.0%
Value $223K Shares 3,100 Est. Cost $68.22 Unrealized +13.5%
IAGG ISHARES 0.0%
Value $220K Shares 4,520 Est. Cost $49.81 Unrealized
D DOMINION ENERGY INC 0.0%
Value $218K Shares 4,875 Est. Cost $50.34 Unrealized -12.5%
SYY SYSCO CORP 0.0%
Value $214K Shares 3,233 Est. Cost $73.05 Unrealized -8.2%
RZG INVESCO 0.0%
Value $213K Shares 5,295 Est. Cost $65.68 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $212K Shares 3,334 Est. Cost $58.97 Unrealized +12.6%
PARAMOUNT GLOBAL 0.0%
Value $211K Shares 16,320 Est. Cost $37.10 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value $209K Shares 30,201 Est. Cost $2.53 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value $209K Shares 457 Est. Cost $442.79 Unrealized
BSMO INVESCO 0.0%
Value $206K Shares 8,379 Est. Cost $24.90 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value $206K Shares 1,713 Est. Cost $146.18 Unrealized -2.6%
HTGC HERCULES TECHNOLOGY GROWTH 0.0%
Value $195K Shares 11,855 Est. Cost $15.62 Unrealized +4.8%
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value $193K Shares 13,915 Est. Cost $8.95 Unrealized +16.3%
PSEC PROSPECT CAPITAL CORP 0.0%
Value $149K Shares 24,585 Est. Cost $4.71 Unrealized -7.8%