Sawyer & Company, Inc Diversified Active

CIK: 0001722436 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 14, 2022

Total Value ($000): $231,732 (100.0% shares, 0.0% debt)

Holdings (179)

AAPL APPLE INC 5.8%
Value ($000) $13,439 Shares 75,682 Est. Cost $82.43 Unrealized +87.7%
MSFT MICROSOFT CORP 4.6%
Value ($000) $10,724 Shares 31,885 Est. Cost $75.26 Unrealized +316.4%
GOOGL ALPHABET INC A 3.2%
Value ($000) $7,402 Shares 2,555 Est. Cost $66.46 Unrealized +115.1%
PAYX PAYCHEX INC 3.1%
Value ($000) $7,140 Shares 52,306 Est. Cost $53.96 Unrealized +103.6%
SYY SYSCO CORP 3.0%
Value ($000) $7,063 Shares 89,917 Est. Cost $47.51 Unrealized +44.8%
ADP AUTOMATIC DATA PROCESSING IN 2.6%
Value ($000) $6,129 Shares 24,857 Est. Cost $102.94 Unrealized +101.4%
ORCL ORACLE CORP 2.6%
Value ($000) $6,090 Shares 69,829 Est. Cost $50.57 Unrealized +75.8%
TJX TJX COMPANIES INC NEW 2.6%
Value ($000) $6,072 Shares 79,980 Est. Cost $39.06 Unrealized +67.1%
CCI CROWN CASTLE INTL CORP NEW 2.4%
Value ($000) $5,460 Shares 26,158 Est. Cost $120.39 Unrealized +24.6%
V VISA INC 2.2%
Value ($000) $5,091 Shares 23,493 Est. Cost $162.66 Unrealized +28.0%
UPS UNITED PARCEL SERVICE INC 2.2%
Value ($000) $5,039 Shares 23,510 Est. Cost $86.95 Unrealized +93.9%
ECL ECOLAB INC 2.1%
Value ($000) $4,837 Shares 20,617 Est. Cost $180.36 Unrealized +19.5%
TRV TRAVELLERS COMPANIES INC 2.0%
Value ($000) $4,636 Shares 29,634 Est. Cost $107.28 Unrealized +34.1%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $4,595 Shares 26,859 Est. Cost $111.31 Unrealized +30.3%
INTC INTEL CORP 1.9%
Value ($000) $4,414 Shares 85,705 Est. Cost $36.73 Unrealized +28.8%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $3,875 Shares 74,570 Est. Cost $32.11 Unrealized +25.8%
HON HONEYWELL INTL INC 1.6%
Value ($000) $3,810 Shares 18,273 Est. Cost $122.73 Unrealized +50.8%
ABT ABBOTT LABS 1.6%
Value ($000) $3,652 Shares 25,948 Est. Cost $49.92 Unrealized +137.8%
AMGN AMGEN INC 1.6%
Value ($000) $3,596 Shares 15,985 Est. Cost $158.12 Unrealized +17.1%
HD HOME DEPOT INC 1.5%
Value ($000) $3,563 Shares 8,586 Est. Cost $155.02 Unrealized +121.4%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $3,253 Shares 20,542 Est. Cost $81.69 Unrealized +81.0%
ETN EATON CORP PLC 1.4%
Value ($000) $3,233 Shares 18,709 Est. Cost $68.80 Unrealized +126.0%
META META PLATFORMS INC 1.4%
Value ($000) $3,228 Shares 9,596 Est. Cost $290.25 Unrealized +13.6%
SBUX STARBUCKS CORP 1.4%
Value ($000) $3,195 Shares 27,311 Est. Cost $61.02 Unrealized +67.5%
ACN ACCENTURE PLC IRELAND 1.3%
Value ($000) $2,970 Shares 7,165 Est. Cost $189.80 Unrealized +80.9%
DIS DISNEY WALT CO 1.3%
Value ($000) $2,899 Shares 18,714 Est. Cost $103.85 Unrealized +51.9%
ABBV ABBVIE INC 1.2%
Value ($000) $2,830 Shares 20,903 Est. Cost $62.07 Unrealized +63.9%
EMN EASTMAN CHEMICAL CO 1.2%
Value ($000) $2,795 Shares 23,118 Est. Cost $68.80 Unrealized +38.3%
QCOM QUALCOMM INC 1.2%
Value ($000) $2,700 Shares 14,762 Est. Cost $125.24 Unrealized +16.6%
COR AMERISOUCEBERGEN CORP 1.2%
Value ($000) $2,696 Shares 20,289 Est. Cost $74.64 Unrealized +56.9%
CVS CVS CAREMARK CORP 1.1%
Value ($000) $2,651 Shares 25,698 Est. Cost $56.26 Unrealized +43.1%
CSCO CISCO SYS INC 1.1%
Value ($000) $2,648 Shares 41,780 Est. Cost $32.17 Unrealized +56.9%
T AT&T INC 1.1%
Value ($000) $2,624 Shares 106,668 Est. Cost $15.29 Unrealized -4.1%
COP CONOCOPHILLIPS 1.1%
Value ($000) $2,579 Shares 35,734 Est. Cost $35.53 Unrealized +76.3%
MA MASTERCARD INC 1.1%
Value ($000) $2,466 Shares 6,861 Est. Cost $279.72 Unrealized +20.8%
CRM SALESFORCE.COM INC 1.1%
Value ($000) $2,454 Shares 9,655 Est. Cost $229.11 Unrealized +21.2%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,431 Shares 39,733 Est. Cost $41.43 Unrealized +30.1%
MDT MEDTRONIC PLC 1.0%
Value ($000) $2,334 Shares 22,557 Est. Cost $69.12 Unrealized +47.6%
EMR EMERSON ELEC CO 1.0%
Value ($000) $2,317 Shares 24,918 Est. Cost $53.45 Unrealized +61.8%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $2,279 Shares 13,931 Est. Cost $93.61 Unrealized +72.8%
GL GLOBE LIFE INC 1.0%
Value ($000) $2,259 Shares 24,101 Est. Cost $73.46 Unrealized +21.7%
ALL ALLSTATE CORP 1.0%
Value ($000) $2,239 Shares 19,028 Est. Cost $87.34 Unrealized +22.4%
MRK MERCK & CO INC 0.9%
Value ($000) $1,984 Shares 25,891 Est. Cost $45.97 Unrealized +52.1%
LABORATORY CORP AMER HLDGS 0.8%
Value ($000) $1,960 Shares 6,239 Est. Cost $160.75 Unrealized
PSA PUBLIC STORAGE 0.8%
Value ($000) $1,903 Shares 5,080 Est. Cost $152.06 Unrealized +81.3%
CDW CDW CORP COM 0.8%
Value ($000) $1,786 Shares 8,722 Est. Cost $104.00 Unrealized +73.6%
DGX QUEST DIAGNOSTICS INC 0.7%
Value ($000) $1,722 Shares 9,951 Est. Cost $87.42 Unrealized +60.7%
PFE PFIZER INC 0.7%
Value ($000) $1,665 Shares 28,196 Est. Cost $24.30 Unrealized +65.6%
GOOG ALPHABET INC C 0.7%
Value ($000) $1,664 Shares 575 Est. Cost $50.52 Unrealized +184.0%
CL COLGATE PALMOLIVE CO 0.7%
Value ($000) $1,539 Shares 18,039 Est. Cost $60.29 Unrealized +17.6%
XRAY DENTSPLY SIRONA INC 0.7%
Value ($000) $1,533 Shares 27,479 Est. Cost $42.79 Unrealized +28.5%
CPT CAMDEN PPTY TR 0.7%
Value ($000) $1,532 Shares 8,574 Est. Cost $70.14 Unrealized +103.0%
GPC GENUINE PARTS CO 0.7%
Value ($000) $1,514 Shares 10,800 Est. Cost $77.26 Unrealized +52.7%
G GENPACT LIMITED 0.6%
Value ($000) $1,475 Shares 27,795 Est. Cost $34.46 Unrealized +38.2%
CI CIGNA CORP NEW 0.6%
Value ($000) $1,440 Shares 6,269 Est. Cost $190.77 Unrealized +3.4%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,438 Shares 28,570 Est. Cost $30.68 Unrealized +50.4%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $1,383 Shares 28,825 Est. Cost $45.13 Unrealized -1.6%
AFL AFLAC INC 0.6%
Value ($000) $1,335 Shares 22,864 Est. Cost $36.04 Unrealized +41.4%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,335 Shares 11,373 Est. Cost $81.92 Unrealized +17.3%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,237 Shares 11,790 Est. Cost $62.50 Unrealized +38.0%
FDX FEDEX CORP 0.5%
Value ($000) $1,229 Shares 4,750 Est. Cost $200.93 Unrealized +9.4%
RSG REPUBLIC SVCS INC 0.5%
Value ($000) $1,174 Shares 8,421 Est. Cost $66.99 Unrealized +88.1%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $1,088 Shares 7,610 Est. Cost $91.71 Unrealized +25.7%
FAST FASTENAL CO 0.5%
Value ($000) $1,067 Shares 16,661 Est. Cost $11.95 Unrealized +123.2%
BF/B BROWN FORMAN CORP 0.4%
Value ($000) $1,033 Shares 14,183 Est. Cost $43.11 Unrealized +51.6%
LOW LOWES COS INC 0.4%
Value ($000) $967 Shares 3,740 Est. Cost $71.24 Unrealized +208.6%
MMM 3M CO 0.4%
Value ($000) $941 Shares 5,295 Est. Cost $131.31 Unrealized -3.1%
GWW GRAINGER W W INC 0.4%
Value ($000) $918 Shares 1,771 Est. Cost $184.63 Unrealized +145.0%
WPC W P CAREY INC 0.4%
Value ($000) $894 Shares 10,895 Est. Cost $77.06 Unrealized
DOW DOW INC 0.4%
Value ($000) $862 Shares 15,194 Est. Cost $36.39 Unrealized +23.8%
IFF INTERNATIONAL FLAVORS&FRAGRANC 0.4%
Value ($000) $829 Shares 5,505 Est. Cost $111.54 Unrealized +16.2%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $827 Shares 6,184 Est. Cost $102.19 Unrealized +4.2%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $770 Shares 1,763 Est. Cost $299.08 Unrealized
BAC BANK AMER CORP 0.3%
Value ($000) $695 Shares 15,622 Est. Cost $23.39 Unrealized +75.4%
IP INTL PAPER CO 0.3%
Value ($000) $632 Shares 13,444 Est. Cost $37.59 Unrealized +9.1%
DFAS DIMENSIONAL ETF TR 0.3%
Value ($000) $598 Shares 9,970 Est. Cost $58.38 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $580 Shares 7,184 Est. Cost $25.91 Unrealized +12.7%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $544 Shares 515 Est. Cost $108.37 Unrealized +209.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $518 Shares 3,105 Est. Cost $79.53 Unrealized +89.5%
IRWD IRONWOOD PHARMACEUTICALS INC 0.2%
Value ($000) $478 Shares 41,000 Est. Cost $13.06 Unrealized -6.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $477 Shares 840 Est. Cost $154.45 Unrealized +216.0%
TOTAL ENERGIES SE AMERICAN DEP 0.2%
Value ($000) $474 Shares 9,582 Est. Cost $41.94 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $461 Shares 1,909 Est. Cost $153.75 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $435 Shares 5,537 Est. Cost $56.60 Unrealized +9.8%
SO SOUTHERN CO 0.2%
Value ($000) $429 Shares 6,252 Est. Cost $36.45 Unrealized +50.1%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $348 Shares 6,768 Est. Cost $48.46 Unrealized -7.9%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $336 Shares 7,734 Est. Cost $66.70 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $334 Shares 11,163 Est. Cost $51.31 Unrealized -44.0%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $323 Shares 12,911 Est. Cost $25.62 Unrealized -19.4%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $300 Shares 5,759 Est. Cost $72.55 Unrealized
IMO IMPERIAL OIL LTD 0.1%
Value ($000) $295 Shares 8,164 Est. Cost $25.26 Unrealized +22.5%
KELLOGG CO 0.1%
Value ($000) $294 Shares 4,561 Est. Cost $47.28 Unrealized +8.1%
MCK MCKESSON CORP 0.1%
Value ($000) $284 Shares 1,142 Est. Cost $138.45 Unrealized +55.1%
WMT WALMART INC 0.1%
Value ($000) $274 Shares 1,894 Est. Cost $26.82 Unrealized +68.5%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $270 Shares 9,309 Est. Cost $54.67 Unrealized -45.8%
PEP PEPSICO INC 0.1%
Value ($000) $238 Shares 1,372 Est. Cost $93.39 Unrealized +53.6%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $230 Shares 2,692 Est. Cost $64.09 Unrealized +6.2%
SYK STRYKER CORP 0.1%
Value ($000) $215 Shares 805 Est. Cost $139.59 Unrealized +79.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $215 Shares 3,244 Est. Cost $34.49 Unrealized +60.4%
AMZN AMAZON COM INC 0.1%
Value ($000) $213 Shares 64 Est. Cost $101.87 Unrealized +68.0%
ATLASSIAN CORP PLC 0.1%
Value ($000) $202 Shares 530 Est. Cost $120.61 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $191 Shares 2,042 Est. Cost $56.78 Unrealized +36.2%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $185 Shares 1,130 Est. Cost $76.89 Unrealized +74.4%
IVW ISHARES TR 0.1%
Value ($000) $181 Shares 2,161 Est. Cost $86.11 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $180 Shares 2,670 Est. Cost $40.37 Unrealized +36.9%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $177 Shares 3,053 Est. Cost $42.88 Unrealized +19.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $176 Shares 2,600 Est. Cost $33.04 Unrealized +73.7%
BCE BCE INC 0.1%
Value ($000) $176 Shares 3,389 Est. Cost $28.77 Unrealized +32.1%
BIP BROOKFIELD INFRASTRUCTURE PART 0.1%
Value ($000) $152 Shares 2,500 Est. Cost $56.00 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $148 Shares 3,588 Est. Cost $25.74 Unrealized +24.2%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $135 Shares 715 Est. Cost $225.12 Unrealized -4.1%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $125 Shares 5,700 Est. Cost $21.58 Unrealized
VMWARE INC 0.0%
Value ($000) $112 Shares 970 Est. Cost $115.46 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $105 Shares 916 Est. Cost $106.44 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $104 Shares 415 Est. Cost $221.05 Unrealized +1.1%
EBAY EBAY INC 0.0%
Value ($000) $101 Shares 1,525 Est. Cost $63.66 Unrealized +3.7%
IWM ISHARES TR 0.0%
Value ($000) $100 Shares 451 Est. Cost $152.99 Unrealized
IRM IRON MTN INC NEW 0.0%
Value ($000) $99 Shares 1,900 Est. Cost $24.94 Unrealized +60.9%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $94 Shares 1,030 Est. Cost $47.53 Unrealized +52.9%
CB CHUBB LIMITED 0.0%
Value ($000) $93 Shares 479 Est. Cost $128.56 Unrealized +38.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $93 Shares 1,085 Est. Cost $55.78 Unrealized +31.2%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $92 Shares 500 Est. Cost $68.82 Unrealized +241.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $84 Shares 1,800 Est. Cost $45.56 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $81 Shares 598 Est. Cost $85.71 Unrealized +29.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $78 Shares 1,650 Est. Cost $35.86 Unrealized -8.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $73 Shares 416 Est. Cost $114.70 Unrealized +43.6%
AB ALLIANCEBERNSTEIN HOLDING LP 0.0%
Value ($000) $69 Shares 1,410 Est. Cost $25.00 Unrealized
PAVE GRACO INC 0.0%
Value ($000) $58 Shares 720 Est. Cost $75.56 Unrealized
MET METLIFE INC 0.0%
Value ($000) $55 Shares 874 Est. Cost $39.89 Unrealized +38.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $55 Shares 180 Est. Cost $131.39 Unrealized +100.7%
DHR DANAHER CORP 0.0%
Value ($000) $49 Shares 150 Est. Cost $217.14 Unrealized +24.4%
BHB BAR HBR BANKSHARES 0.0%
Value ($000) $48 Shares 1,650 Est. Cost $24.41 Unrealized +1.7%
RTX RAYTHEON TECH CORP COM 0.0%
Value ($000) $47 Shares 545 Est. Cost $67.15 Unrealized +18.1%
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) $44 Shares 749 Est. Cost $35.63 Unrealized +38.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $40 Shares 158 Est. Cost $136.97 Unrealized +50.6%
HPQ HP INC 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $16.24 Unrealized +73.6%
IYR ISHARES TR 0.0%
Value ($000) $38 Shares 330 Est. Cost $81.82 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $36 Shares 734 Est. Cost $52.53 Unrealized
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $30.00 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $30 Shares 49 Est. Cost $19.26 Unrealized +231.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $29 Shares 400 Est. Cost $55.86 Unrealized +5.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $68.47 Unrealized +11.5%
BP BP PLC 0.0%
Value ($000) $29 Shares 1,104 Est. Cost $40.76 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $27 Shares 58 Est. Cost $224.14 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $25 Shares 400 Est. Cost $51.03 Unrealized -3.5%
TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.0%
Value ($000) $24 Shares 200 Est. Cost $110.00 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $23 Shares 1,206 Est. Cost $20.78 Unrealized -6.9%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $21 Shares 98 Est. Cost $210.95 Unrealized
OXY/WS WTS OCCIDENTAL PETROLEUM CORPO 0.0%
Value ($000) $21 Shares 1,692 Est. Cost $2.86 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $21 Shares 200 Est. Cost $81.89 Unrealized +5.5%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $20 Shares 400 Est. Cost $39.51 Unrealized -2.3%
BROOKFIELD INFRASTRUCTURE CORP 0.0%
Value ($000) $19 Shares 277 Est. Cost $61.37 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $18 Shares 62 Est. Cost $20.72 Unrealized +32.5%
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $16 Shares 506 Est. Cost $27.67 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $11.05 Unrealized +20.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $15 Shares 100 Est. Cost $110.00 Unrealized
LIVENT CORPORATION 0.0%
Value ($000) $14 Shares 575 Est. Cost $17.39 Unrealized
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $13 Shares 642 Est. Cost $7.29 Unrealized +61.2%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $12 Shares 1,500 Est. Cost $9.33 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $61.44 Unrealized +17.4%
ALB ALBEMARLE CORP 0.0%
Value ($000) $9 Shares 40 Est. Cost $202.32 Unrealized +16.0%
BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $266.67 Unrealized
PANASONIC CORP 0.0%
Value ($000) $8 Shares 770 Est. Cost $12.99 Unrealized
CYCLERION THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 4,100 Est. Cost $11.46 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $6 Shares 65 Est. Cost $92.31 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $6 Shares 265 Est. Cost $52.44 Unrealized -47.8%
ROST ROSS STORES INC 0.0%
Value ($000) $5 Shares 41 Est. Cost $64.50 Unrealized +65.3%
CHWY CHEWY INC COM CL A 0.0%
Value ($000) $5 Shares 90 Est. Cost $43.62 Unrealized +49.9%
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $243.61 Unrealized 0.0%
GERN GERON CORP 0.0%
Value ($000) $2 Shares 1,307 Est. Cost $1.52 Unrealized -5.7%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $2 Shares 149 Est. Cost $13.42 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $2 Shares 31 Est. Cost $70.27 Unrealized -7.9%
SNA SNAP ON INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $131.50 Unrealized +45.7%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.59 Unrealized 0.0%
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
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $0 Shares 89 Est. Cost $286.41 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.24 Unrealized +10.0%