Sawyer & Company, Inc Diversified Active

CIK: 0001722436 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 3, 2021

Total Value ($000): $212,018 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC 5.1%
Value ($000) $10,783 Shares 76,204 Est. Cost $82.43 Unrealized +74.6%
MSFT MICROSOFT CORP 4.3%
Value ($000) $9,027 Shares 32,021 Est. Cost $75.26 Unrealized +273.0%
SYY SYSCO CORP 3.3%
Value ($000) $7,097 Shares 90,412 Est. Cost $47.51 Unrealized +42.6%
GOOGL ALPHABET INC A 3.2%
Value ($000) $6,788 Shares 2,539 Est. Cost $66.46 Unrealized +103.2%
ORCL ORACLE CORP 2.9%
Value ($000) $6,070 Shares 69,667 Est. Cost $50.57 Unrealized +64.8%
PAYX PAYCHEX INC 2.8%
Value ($000) $5,898 Shares 52,454 Est. Cost $53.96 Unrealized +84.0%
TJX TJX COMPANIES INC NEW 2.5%
Value ($000) $5,297 Shares 80,282 Est. Cost $39.06 Unrealized +67.5%
V VISA INC 2.5%
Value ($000) $5,246 Shares 23,549 Est. Cost $162.66 Unrealized +39.5%
ADP AUTOMATIC DATA PROCESSING IN 2.3%
Value ($000) $4,980 Shares 24,909 Est. Cost $102.94 Unrealized +82.4%
INTC INTEL CORP 2.2%
Value ($000) $4,581 Shares 85,989 Est. Cost $36.73 Unrealized +35.6%
CCI CROWN CASTLE INTL CORP NEW 2.1%
Value ($000) $4,533 Shares 26,153 Est. Cost $120.39 Unrealized +29.5%
TRV TRAVELLERS COMPANIES INC 2.1%
Value ($000) $4,475 Shares 29,439 Est. Cost $107.28 Unrealized +32.1%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $4,309 Shares 26,684 Est. Cost $111.31 Unrealized +35.0%
ECL ECOLAB INC 2.0%
Value ($000) $4,304 Shares 20,632 Est. Cost $180.36 Unrealized +15.6%
UPS UNITED PARCEL SERVICE INC 2.0%
Value ($000) $4,277 Shares 23,485 Est. Cost $86.95 Unrealized +87.2%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $4,065 Shares 75,256 Est. Cost $32.11 Unrealized +31.8%
HON HONEYWELL INTL INC 1.8%
Value ($000) $3,797 Shares 17,887 Est. Cost $121.39 Unrealized +60.3%
AMGN AMGEN INC 1.6%
Value ($000) $3,371 Shares 15,853 Est. Cost $158.12 Unrealized +26.6%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $3,370 Shares 20,589 Est. Cost $81.69 Unrealized +71.7%
META FACEBOOK INC 1.5%
Value ($000) $3,239 Shares 9,545 Est. Cost $290.25 Unrealized +23.2%
DIS DISNEY WALT CO 1.5%
Value ($000) $3,082 Shares 18,221 Est. Cost $102.39 Unrealized +70.1%
ABT ABBOTT LABS 1.5%
Value ($000) $3,078 Shares 26,054 Est. Cost $49.92 Unrealized +127.3%
T AT&T INC 1.4%
Value ($000) $2,987 Shares 110,588 Est. Cost $15.29 Unrealized +5.1%
SBUX STARBUCKS CORP 1.4%
Value ($000) $2,935 Shares 26,608 Est. Cost $59.93 Unrealized +76.4%
MDT MEDTRONIC PLC 1.3%
Value ($000) $2,838 Shares 22,641 Est. Cost $69.12 Unrealized +64.1%
HD HOME DEPOT INC 1.3%
Value ($000) $2,827 Shares 8,611 Est. Cost $155.02 Unrealized +90.0%
ETN EATON CORP PLC 1.3%
Value ($000) $2,818 Shares 18,876 Est. Cost $68.80 Unrealized +116.9%
CRM SALESFORCE.COM INC 1.2%
Value ($000) $2,579 Shares 9,510 Est. Cost $228.37 Unrealized +9.9%
COR AMERISOUCEBERGEN CORP 1.1%
Value ($000) $2,435 Shares 20,388 Est. Cost $74.64 Unrealized +50.6%
COP CONOCOPHILLIPS 1.1%
Value ($000) $2,427 Shares 35,818 Est. Cost $35.53 Unrealized +38.8%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,426 Shares 41,236 Est. Cost $41.43 Unrealized +16.9%
MA MASTERCARD INC 1.1%
Value ($000) $2,392 Shares 6,879 Est. Cost $279.72 Unrealized +26.8%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $2,372 Shares 14,158 Est. Cost $93.61 Unrealized +69.1%
EMR EMERSON ELEC CO 1.1%
Value ($000) $2,361 Shares 25,060 Est. Cost $53.45 Unrealized +70.6%
EMN EASTMAN CHEMICAL CO 1.1%
Value ($000) $2,339 Shares 23,215 Est. Cost $68.80 Unrealized +36.4%
ALL ALLSTATE CORP 1.1%
Value ($000) $2,333 Shares 18,328 Est. Cost $86.59 Unrealized +37.0%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $2,279 Shares 7,124 Est. Cost $189.80 Unrealized +61.0%
ABBV ABBVIE INC 1.1%
Value ($000) $2,266 Shares 21,009 Est. Cost $62.07 Unrealized +56.6%
CSCO CISCO SYS INC 1.1%
Value ($000) $2,247 Shares 41,290 Est. Cost $31.95 Unrealized +54.1%
CVS CVS CAREMARK CORP 1.0%
Value ($000) $2,208 Shares 26,016 Est. Cost $56.26 Unrealized +28.9%
GL GLOBE LIFE INC 1.0%
Value ($000) $2,123 Shares 23,849 Est. Cost $73.30 Unrealized +23.0%
MRK MERCK & CO INC 0.9%
Value ($000) $1,962 Shares 26,116 Est. Cost $45.97 Unrealized +43.9%
QCOM QUALCOMM INC 0.9%
Value ($000) $1,884 Shares 14,610 Est. Cost $125.03 Unrealized +3.0%
LABORATORY CORP AMER HLDGS 0.8%
Value ($000) $1,761 Shares 6,257 Est. Cost $160.75 Unrealized
GOOG ALPHABET INC C 0.8%
Value ($000) $1,706 Shares 640 Est. Cost $50.52 Unrealized +170.9%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $1,611 Shares 28,795 Est. Cost $30.68 Unrealized +67.5%
XRAY DENTSPLY SIRONA INC 0.8%
Value ($000) $1,601 Shares 27,580 Est. Cost $42.79 Unrealized +44.0%
CDW CDW CORP COM 0.7%
Value ($000) $1,575 Shares 8,655 Est. Cost $104.00 Unrealized +72.1%
PSA PUBLIC STORAGE 0.7%
Value ($000) $1,512 Shares 5,090 Est. Cost $152.06 Unrealized +69.2%
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $1,459 Shares 31,440 Est. Cost $45.13 Unrealized -7.8%
DGX QUEST DIAGNOSTICS INC 0.7%
Value ($000) $1,450 Shares 9,977 Est. Cost $87.42 Unrealized +53.8%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $1,366 Shares 18,078 Est. Cost $60.29 Unrealized +18.9%
GPC GENUINE PARTS CO 0.6%
Value ($000) $1,346 Shares 11,105 Est. Cost $77.26 Unrealized +43.0%
CPT CAMDEN PPTY TR 0.6%
Value ($000) $1,295 Shares 8,780 Est. Cost $70.14 Unrealized +79.2%
G GENPACT LIMITED 0.6%
Value ($000) $1,286 Shares 27,070 Est. Cost $34.10 Unrealized +37.6%
CI CIGNA CORP NEW 0.6%
Value ($000) $1,258 Shares 6,286 Est. Cost $190.77 Unrealized +5.3%
AFL AFLAC INC 0.6%
Value ($000) $1,242 Shares 23,830 Est. Cost $36.04 Unrealized +37.2%
PFE PFIZER INC 0.6%
Value ($000) $1,222 Shares 28,401 Est. Cost $24.30 Unrealized +46.8%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,192 Shares 11,750 Est. Cost $81.92 Unrealized +1.7%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,151 Shares 11,790 Est. Cost $62.50 Unrealized +39.6%
RSG REPUBLIC SVCS INC 0.5%
Value ($000) $1,011 Shares 8,421 Est. Cost $66.99 Unrealized +68.7%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $1,008 Shares 7,610 Est. Cost $91.71 Unrealized +26.0%
MMM 3M CO 0.5%
Value ($000) $955 Shares 5,445 Est. Cost $131.31 Unrealized +4.6%
BF/B BROWN FORMAN CORP 0.4%
Value ($000) $950 Shares 14,183 Est. Cost $43.11 Unrealized +49.9%
FDX FEDEX CORP 0.4%
Value ($000) $939 Shares 4,280 Est. Cost $198.84 Unrealized +24.7%
DOW DOW INC 0.4%
Value ($000) $877 Shares 15,243 Est. Cost $36.39 Unrealized +31.4%
FAST FASTENAL CO 0.4%
Value ($000) $866 Shares 16,781 Est. Cost $11.95 Unrealized +104.3%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $859 Shares 6,184 Est. Cost $102.19 Unrealized +9.7%
WPC W P CAREY INC 0.4%
Value ($000) $830 Shares 11,370 Est. Cost $77.06 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $759 Shares 3,740 Est. Cost $71.24 Unrealized +157.7%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $756 Shares 1,916 Est. Cost $299.08 Unrealized
IP INTL PAPER CO 0.4%
Value ($000) $752 Shares 13,444 Est. Cost $37.59 Unrealized +22.1%
GWW GRAINGER W W INC 0.3%
Value ($000) $704 Shares 1,791 Est. Cost $184.63 Unrealized +124.7%
BAC BANK AMER CORP 0.3%
Value ($000) $641 Shares 15,100 Est. Cost $22.78 Unrealized +58.4%
IFF INTERNATIONAL FLAVORS&FRAGRANC 0.3%
Value ($000) $635 Shares 4,745 Est. Cost $108.64 Unrealized +19.6%
DFAS DIMENSIONAL ETF TR 0.3%
Value ($000) $573 Shares 9,970 Est. Cost $58.38 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC 0.3%
Value ($000) $535 Shares 41,000 Est. Cost $13.06 Unrealized -1.1%
TOTAL ENERGIES SE AMERICAN DEP 0.2%
Value ($000) $504 Shares 10,508 Est. Cost $41.94 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $500 Shares 7,350 Est. Cost $25.91 Unrealized +9.4%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $493 Shares 2,221 Est. Cost $153.75 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $464 Shares 3,105 Est. Cost $79.53 Unrealized +75.7%
D DOMINION ENERGY INC 0.2%
Value ($000) $406 Shares 5,561 Est. Cost $56.60 Unrealized +10.3%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $392 Shares 505 Est. Cost $103.88 Unrealized +126.6%
SO SOUTHERN CO 0.2%
Value ($000) $389 Shares 6,278 Est. Cost $36.45 Unrealized +50.0%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $381 Shares 8,540 Est. Cost $66.70 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $377 Shares 840 Est. Cost $154.45 Unrealized +170.8%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $369 Shares 7,468 Est. Cost $48.46 Unrealized +0.9%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $344 Shares 11,618 Est. Cost $51.31 Unrealized -49.3%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $302 Shares 14,571 Est. Cost $25.62 Unrealized -34.5%
KELLOGG CO 0.1%
Value ($000) $292 Shares 4,561 Est. Cost $47.28 Unrealized +8.6%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $282 Shares 5,984 Est. Cost $72.55 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $275 Shares 9,309 Est. Cost $54.67 Unrealized -53.9%
WMT WALMART INC 0.1%
Value ($000) $266 Shares 1,905 Est. Cost $26.82 Unrealized +69.6%
IMO IMPERIAL OIL LTD 0.1%
Value ($000) $259 Shares 8,208 Est. Cost $25.26 Unrealized -2.2%
MCK MCKESSON CORP 0.1%
Value ($000) $228 Shares 1,142 Est. Cost $138.45 Unrealized +40.9%
SYK STRYKER CORP 0.1%
Value ($000) $212 Shares 805 Est. Cost $139.59 Unrealized +82.8%
AMZN AMAZON COM INC 0.1%
Value ($000) $210 Shares 64 Est. Cost $101.87 Unrealized +69.3%
ATLASSIAN CORP PLC 0.1%
Value ($000) $207 Shares 530 Est. Cost $120.61 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $206 Shares 1,372 Est. Cost $93.39 Unrealized +44.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $195 Shares 2,692 Est. Cost $64.09 Unrealized -0.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $189 Shares 3,244 Est. Cost $34.49 Unrealized +60.7%
BCE BCE INC 0.1%
Value ($000) $170 Shares 3,389 Est. Cost $28.77 Unrealized +29.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $160 Shares 2,670 Est. Cost $40.37 Unrealized +26.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $160 Shares 2,042 Est. Cost $56.78 Unrealized +26.5%
IVW ISHARES TR 0.1%
Value ($000) $160 Shares 2,161 Est. Cost $86.11 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $158 Shares 1,130 Est. Cost $76.89 Unrealized +65.5%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $158 Shares 3,053 Est. Cost $42.88 Unrealized +7.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $156 Shares 2,600 Est. Cost $33.04 Unrealized +60.3%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS 0.1%
Value ($000) $140 Shares 2,500 Est. Cost $56.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC 0.1%
Value ($000) $131 Shares 500 Est. Cost $68.82 Unrealized +389.9%
WY WEYERHAEUSER CO 0.1%
Value ($000) $128 Shares 3,588 Est. Cost $25.74 Unrealized +12.5%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $123 Shares 5,700 Est. Cost $21.58 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $102 Shares 415 Est. Cost $221.05 Unrealized +3.2%
IWM ISHARES TR 0.0%
Value ($000) $99 Shares 451 Est. Cost $152.99 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $93 Shares 916 Est. Cost $106.44 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $87 Shares 1,085 Est. Cost $55.78 Unrealized +28.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $84 Shares 1,030 Est. Cost $47.53 Unrealized +53.3%
IRM IRON MTN INC NEW 0.0%
Value ($000) $83 Shares 1,900 Est. Cost $24.94 Unrealized +51.2%
CB CHUBB LIMITED 0.0%
Value ($000) $83 Shares 479 Est. Cost $128.56 Unrealized +28.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $82 Shares 1,800 Est. Cost $45.56 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $75 Shares 1,650 Est. Cost $35.86 Unrealized -5.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $72 Shares 430 Est. Cost $114.70 Unrealized +35.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $72 Shares 598 Est. Cost $85.71 Unrealized +28.1%
AB ALLIANCEBERNSTEIN HOLDING LP 0.0%
Value ($000) $70 Shares 1,410 Est. Cost $25.00 Unrealized
CORESITE RLTY CORP 0.0%
Value ($000) $55 Shares 400 Est. Cost $137.50 Unrealized
MET METLIFE INC 0.0%
Value ($000) $54 Shares 874 Est. Cost $39.89 Unrealized +32.2%
PAVE GRACO INC 0.0%
Value ($000) $50 Shares 720 Est. Cost $75.56 Unrealized
RTX RAYTHEON TECH CORP COM 0.0%
Value ($000) $47 Shares 545 Est. Cost $67.15 Unrealized +15.3%
BHB BAR HBR BANKSHARES 0.0%
Value ($000) $46 Shares 1,650 Est. Cost $24.41 Unrealized -5.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $46 Shares 180 Est. Cost $131.39 Unrealized +88.0%
DHR DANAHER CORP 0.0%
Value ($000) $46 Shares 150 Est. Cost $217.14 Unrealized +22.9%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $44 Shares 1,800 Est. Cost $24.44 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $39 Shares 749 Est. Cost $35.63 Unrealized +36.9%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $37 Shares 734 Est. Cost $52.53 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $36 Shares 510 Est. Cost $58.96 Unrealized +12.2%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $35 Shares 158 Est. Cost $136.97 Unrealized +40.8%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $34 Shares 130 Est. Cost $266.69 Unrealized +6.1%
IYR ISHARES TR 0.0%
Value ($000) $34 Shares 330 Est. Cost $81.82 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $30 Shares 49 Est. Cost $19.26 Unrealized +185.8%
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $30.00 Unrealized
BP BP PLC 0.0%
Value ($000) $30 Shares 1,104 Est. Cost $40.76 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $28 Shares 300 Est. Cost $68.47 Unrealized +18.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $28 Shares 400 Est. Cost $55.86 Unrealized +6.3%
HPQ HP INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $16.24 Unrealized +51.4%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $24 Shares 400 Est. Cost $51.03 Unrealized +7.5%
GENERAL ELECTRIC CO 0.0%
Value ($000) $24 Shares 237 Est. Cost $13.33 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $23 Shares 58 Est. Cost $224.14 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $23 Shares 1,206 Est. Cost $20.78 Unrealized -6.4%
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.00 Unrealized
OXY/WS WTS OCCIDENTAL PETROLEUM CORPO 0.0%
Value ($000) $20 Shares 1,692 Est. Cost $2.86 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $20 Shares 98 Est. Cost $210.95 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $19 Shares 233 Est. Cost $83.75 Unrealized
BROOKFIELD INFRASTRUCTURE CORP 0.0%
Value ($000) $17 Shares 277 Est. Cost $61.37 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $17 Shares 200 Est. Cost $81.89 Unrealized -1.7%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $16 Shares 400 Est. Cost $39.51 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $50.71 Unrealized 0.0%
MCI BARINGS CORPORATE INVS 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $15 Shares 506 Est. Cost $27.67 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 100 Est. Cost $110.00 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $9.33 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $11.05 Unrealized +14.8%
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $14 Shares 642 Est. Cost $7.29 Unrealized +60.1%
CYCLERION THERAPEUTICS INC 0.0%
Value ($000) $13 Shares 4,100 Est. Cost $11.46 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $13 Shares 62 Est. Cost $20.72 Unrealized 0.0%
LIVENT CORPORATION 0.0%
Value ($000) $13 Shares 575 Est. Cost $17.39 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $12 Shares 150 Est. Cost $82.17 Unrealized 0.0%
PANASONIC CORP 0.0%
Value ($000) $10 Shares 770 Est. Cost $12.99 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $61.44 Unrealized +7.1%
ALB ALBEMARLE CORP 0.0%
Value ($000) $9 Shares 40 Est. Cost $202.32 Unrealized 0.0%
BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $266.67 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $7 Shares 265 Est. Cost $52.44 Unrealized -56.4%
CHWY CHEWY INC COM CL A 0.0%
Value ($000) $6 Shares 90 Est. Cost $43.62 Unrealized +89.7%
SHY ISHARES TR 0.0%
Value ($000) $6 Shares 65 Est. Cost $92.31 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $6 Shares 109 Est. Cost $55.05 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $5 Shares 125 Est. Cost $35.60 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $64.50 Unrealized +76.7%
O REALTY INCOME CORP 0.0%
Value ($000) $3 Shares 39 Est. Cost $36.71 Unrealized +46.6%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $2 Shares 149 Est. Cost $13.42 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 132 Est. Cost $31.92 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $131.50 Unrealized +50.3%
PSX PHILLIPS 66 0.0%
Value ($000) $2 Shares 31 Est. Cost $70.27 Unrealized -12.9%
GERN GERON CORP 0.0%
Value ($000) $2 Shares 1,307 Est. Cost $1.52 Unrealized -12.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.93 Unrealized -2.4%
WPP WPP PLC NEW 0.0%
Value ($000) $1 Shares 22 Est. Cost $90.91 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $200.00 Unrealized
DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.24 Unrealized +0.1%