Chesapeake Wealth Management Diversified Active

CIK: 0001730383 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 29, 2020

Total Value ($000): $259,445 (100.0% shares, 0.0% debt)

Holdings (188)

LQD ISHARES TR 6.2%
Value ($000) $16,054 Shares 125,459 Est. Cost $118.04 Unrealized
AGG ISHARES TR 5.9%
Value ($000) $15,199 Shares 135,255 Est. Cost $107.33 Unrealized
SCHF SCHWAB STRATEGIC TR 3.2%
Value ($000) $8,345 Shares 248,134 Est. Cost $33.54 Unrealized
SPMB SPDR SERIES TRUST 3.1%
Value ($000) $7,937 Shares 303,974 Est. Cost $25.67 Unrealized
HYG ISHARES TR 2.5%
Value ($000) $6,612 Shares 75,194 Est. Cost $85.69 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.5%
Value ($000) $6,519 Shares 115,219 Est. Cost $54.87 Unrealized
EFA ISHARES TR 2.5%
Value ($000) $6,387 Shares 91,980 Est. Cost $68.02 Unrealized
IWV ISHARES TR 2.4%
Value ($000) $6,253 Shares 33,171 Est. Cost $156.45 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $5,557 Shares 35,236 Est. Cost $84.31 Unrealized +65.1%
SCHZ SCHWAB STRATEGIC TR 2.0%
Value ($000) $5,245 Shares 98,170 Est. Cost $51.06 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $4,209 Shares 14,333 Est. Cost $40.42 Unrealized +53.4%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $4,111 Shares 29,491 Est. Cost $91.77 Unrealized +18.4%
XLK SELECT SECTOR SPDR TR 1.6%
Value ($000) $4,052 Shares 44,196 Est. Cost $69.85 Unrealized
IWR ISHARES TR 1.5%
Value ($000) $3,965 Shares 66,495 Est. Cost $87.77 Unrealized
IWM ISHARES TR 1.3%
Value ($000) $3,463 Shares 20,906 Est. Cost $152.07 Unrealized
SCHA SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,142 Shares 41,541 Est. Cost $69.55 Unrealized
SCHM SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,071 Shares 51,057 Est. Cost $53.56 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,056 Shares 9,495 Est. Cost $272.25 Unrealized
SCHB SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,016 Shares 39,229 Est. Cost $64.74 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $2,610 Shares 21,659 Est. Cost $86.02 Unrealized +4.2%
V VISA INC 1.0%
Value ($000) $2,477 Shares 13,180 Est. Cost $123.23 Unrealized +40.0%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $2,351 Shares 7,238 Est. Cost $226.35 Unrealized +31.8%
T AT&T INC 0.9%
Value ($000) $2,300 Shares 58,869 Est. Cost $16.46 Unrealized +14.6%
MRK MERCK & CO INC 0.9%
Value ($000) $2,256 Shares 24,811 Est. Cost $49.39 Unrealized +36.8%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $2,252 Shares 50,077 Est. Cost $32.35 Unrealized +17.0%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $2,187 Shares 35,615 Est. Cost $34.04 Unrealized +25.7%
XLV SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,180 Shares 21,408 Est. Cost $84.36 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,048 Shares 14,037 Est. Cost $108.36 Unrealized +5.3%
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,039 Shares 66,264 Est. Cost $27.85 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,002 Shares 15,961 Est. Cost $103.76 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $1,971 Shares 30,705 Est. Cost $44.62 Unrealized +1.3%
LHX L3HARRIS TECHNOLOGIES INC 0.7%
Value ($000) $1,939 Shares 9,796 Est. Cost $180.55 Unrealized -1.6%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,809 Shares 7,470 Est. Cost $39.33 Unrealized +27.6%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $1,771 Shares 14,178 Est. Cost $82.61 Unrealized +27.4%
GOOGL ALPHABET INC 0.7%
Value ($000) $1,767 Shares 1,319 Est. Cost $55.11 Unrealized +16.2%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,755 Shares 8,885 Est. Cost $136.66 Unrealized +25.8%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $1,708 Shares 14,985 Est. Cost $91.97 Unrealized +11.0%
ORCL ORACLE CORP 0.6%
Value ($000) $1,685 Shares 31,797 Est. Cost $45.71 Unrealized +10.3%
SCHE SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,676 Shares 61,246 Est. Cost $28.36 Unrealized
WEN WENDYS CO 0.6%
Value ($000) $1,658 Shares 74,656 Est. Cost $17.77 Unrealized +19.4%
ABT ABBOTT LABS 0.6%
Value ($000) $1,595 Shares 18,363 Est. Cost $60.95 Unrealized +23.5%
XLC SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,576 Shares 29,388 Est. Cost $44.51 Unrealized
TXN TEXAS INSTRS INC 0.6%
Value ($000) $1,534 Shares 11,962 Est. Cost $86.84 Unrealized +19.5%
AMGN AMGEN INC 0.6%
Value ($000) $1,522 Shares 6,316 Est. Cost $147.33 Unrealized +24.0%
KO COCA COLA CO 0.6%
Value ($000) $1,519 Shares 27,454 Est. Cost $39.16 Unrealized +13.7%
INTC INTEL CORP 0.6%
Value ($000) $1,495 Shares 24,974 Est. Cost $40.06 Unrealized +23.0%
IYF ISHARES TR 0.6%
Value ($000) $1,480 Shares 10,743 Est. Cost $117.85 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $1,417 Shares 2,429 Est. Cost $139.18 Unrealized +29.8%
PEP PEPSICO INC 0.5%
Value ($000) $1,395 Shares 10,206 Est. Cost $89.65 Unrealized +25.8%
HD HOME DEPOT INC 0.5%
Value ($000) $1,391 Shares 6,372 Est. Cost $175.62 Unrealized +11.0%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,386 Shares 23,921 Est. Cost $49.76 Unrealized
GNTX GENTEX CORP 0.5%
Value ($000) $1,377 Shares 47,526 Est. Cost $24.86 Unrealized +13.3%
D DOMINION ENERGY INC 0.5%
Value ($000) $1,370 Shares 16,537 Est. Cost $52.94 Unrealized +17.9%
MDT MEDTRONIC PLC 0.5%
Value ($000) $1,362 Shares 12,012 Est. Cost $81.40 Unrealized +13.7%
BCE BCE INC 0.5%
Value ($000) $1,350 Shares 29,134 Est. Cost $29.22 Unrealized +8.6%
FISV FISERV INC 0.5%
Value ($000) $1,341 Shares 11,591 Est. Cost $71.52 Unrealized +54.4%
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,324 Shares 21,024 Est. Cost $54.44 Unrealized
UDR UDR INC 0.5%
Value ($000) $1,295 Shares 27,745 Est. Cost $31.74 Unrealized +20.4%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1,281 Shares 23,261 Est. Cost $42.76 Unrealized +7.3%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,269 Shares 6,025 Est. Cost $140.78 Unrealized +26.7%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,250 Shares 15,340 Est. Cost $74.75 Unrealized
WRB BERKLEY W R CORP 0.5%
Value ($000) $1,241 Shares 17,963 Est. Cost $22.86 Unrealized +18.1%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,235 Shares 4,202 Est. Cost $201.13 Unrealized +17.6%
BLACKROCK INC 0.5%
Value ($000) $1,232 Shares 2,451 Est. Cost $541.57 Unrealized
ADBE ADOBE INC 0.5%
Value ($000) $1,218 Shares 3,695 Est. Cost $219.72 Unrealized +33.9%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,210 Shares 17,331 Est. Cost $55.75 Unrealized -6.6%
GPN GLOBAL PMTS INC 0.5%
Value ($000) $1,193 Shares 6,533 Est. Cost $122.43 Unrealized +33.5%
ABBV ABBVIE INC 0.5%
Value ($000) $1,177 Shares 13,295 Est. Cost $78.53 Unrealized -17.7%
DOV DOVER CORP 0.4%
Value ($000) $1,159 Shares 10,054 Est. Cost $84.96 Unrealized +15.8%
XEL XCEL ENERGY INC 0.4%
Value ($000) $1,155 Shares 18,194 Est. Cost $39.02 Unrealized +32.5%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $1,143 Shares 53,995 Est. Cost $13.78 Unrealized +2.0%
UPBD RENT A CTR INC NEW 0.4%
Value ($000) $1,116 Shares 38,697 Est. Cost $24.62 Unrealized +6.1%
CCI CROWN CASTLE INTL CORP NEW 0.4%
Value ($000) $1,101 Shares 7,743 Est. Cost $86.57 Unrealized +20.4%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,084 Shares 6,145 Est. Cost $181.99 Unrealized -14.4%
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,060 Shares 11,410 Est. Cost $82.91 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $1,056 Shares 5,471 Est. Cost $175.55 Unrealized +1.2%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $1,051 Shares 11,329 Est. Cost $77.05 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $1,049 Shares 7,979 Est. Cost $88.16 Unrealized +22.0%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $1,048 Shares 5,797 Est. Cost $113.06 Unrealized +32.1%
USB US BANCORP DEL 0.4%
Value ($000) $1,047 Shares 17,652 Est. Cost $44.33 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,037 Shares 2,663 Est. Cost $319.69 Unrealized +1.6%
EEM ISHARES TR 0.4%
Value ($000) $1,023 Shares 22,784 Est. Cost $44.62 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $998 Shares 540 Est. Cost $93.12 Unrealized -5.0%
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $933 Shares 15,520 Est. Cost $56.94 Unrealized
TER TERADYNE INC 0.4%
Value ($000) $920 Shares 13,487 Est. Cost $56.71 Unrealized +9.1%
AJG GALLAGHER ARTHUR J & CO 0.3%
Value ($000) $908 Shares 9,528 Est. Cost $74.30 Unrealized +14.5%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $905 Shares 5,043 Est. Cost $143.24 Unrealized +2.1%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $891 Shares 9,516 Est. Cost $68.16 Unrealized +8.0%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $862 Shares 6,928 Est. Cost $97.40 Unrealized +13.1%
FLEETCOR TECHNOLOGIES INC 0.3%
Value ($000) $841 Shares 2,922 Est. Cost $285.10 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $827 Shares 4,256 Est. Cost $136.87 Unrealized +21.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $801 Shares 16,699 Est. Cost $33.67 Unrealized +14.5%
PFE PFIZER INC 0.3%
Value ($000) $747 Shares 19,066 Est. Cost $24.29 Unrealized +10.0%
ANSYS INC 0.3%
Value ($000) $737 Shares 2,865 Est. Cost $257.24 Unrealized
IWD ISHARES TR 0.3%
Value ($000) $719 Shares 5,266 Est. Cost $111.75 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $686 Shares 7,939 Est. Cost $86.82 Unrealized +0.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $681 Shares 1,813 Est. Cost $315.67 Unrealized
BURL BURLINGTON STORES INC 0.3%
Value ($000) $668 Shares 2,928 Est. Cost $130.95 Unrealized +59.6%
ALL ALLSTATE CORP 0.3%
Value ($000) $658 Shares 5,851 Est. Cost $88.50 Unrealized +6.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $654 Shares 7,065 Est. Cost $71.67 Unrealized +19.6%
BA BOEING CO 0.3%
Value ($000) $652 Shares 2,002 Est. Cost $322.88 Unrealized +8.7%
MBB ISHARES TR 0.2%
Value ($000) $646 Shares 5,980 Est. Cost $104.64 Unrealized
INTU INTUIT 0.2%
Value ($000) $635 Shares 2,425 Est. Cost $212.38 Unrealized +18.4%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $625 Shares 1,763 Est. Cost $293.89 Unrealized +13.3%
WMT WALMART INC 0.2%
Value ($000) $617 Shares 5,192 Est. Cost $28.34 Unrealized +28.4%
AFL AFLAC INC 0.2%
Value ($000) $614 Shares 11,589 Est. Cost $36.79 Unrealized +24.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $580 Shares 5,651 Est. Cost $102.35 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $568 Shares 6,663 Est. Cost $75.45 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $565 Shares 3,906 Est. Cost $101.74 Unrealized +33.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $542 Shares 7,875 Est. Cost $59.73 Unrealized -1.0%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $541 Shares 8,816 Est. Cost $55.82 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $540 Shares 4,509 Est. Cost $82.14 Unrealized +24.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $532 Shares 6,247 Est. Cost $68.70 Unrealized -12.6%
MUB ISHARES TR 0.2%
Value ($000) $531 Shares 4,660 Est. Cost $110.24 Unrealized
MMM 3M CO 0.2%
Value ($000) $521 Shares 2,952 Est. Cost $141.35 Unrealized -20.9%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $517 Shares 3,240 Est. Cost $118.19 Unrealized +1.7%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $507 Shares 8,447 Est. Cost $66.19 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $503 Shares 3,279 Est. Cost $115.99 Unrealized +6.0%
CME CME GROUP INC 0.2%
Value ($000) $488 Shares 2,430 Est. Cost $131.42 Unrealized +23.3%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $488 Shares 9,082 Est. Cost $45.16 Unrealized -1.0%
IGSB ISHARES TR 0.2%
Value ($000) $485 Shares 9,048 Est. Cost $77.16 Unrealized
CTAS CINTAS CORP 0.2%
Value ($000) $483 Shares 1,794 Est. Cost $40.12 Unrealized +54.3%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $477 Shares 1,611 Est. Cost $296.09 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $468 Shares 7,243 Est. Cost $52.51 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $461 Shares 3,442 Est. Cost $103.92 Unrealized -3.9%
NOW SERVICENOW INC 0.2%
Value ($000) $442 Shares 1,564 Est. Cost $37.82 Unrealized +39.3%
IWB ISHARES TR 0.2%
Value ($000) $433 Shares 2,427 Est. Cost $147.00 Unrealized
SNPS SYNOPSYS INC 0.2%
Value ($000) $432 Shares 3,105 Est. Cost $87.85 Unrealized +56.1%
AZO AUTOZONE INC 0.2%
Value ($000) $431 Shares 362 Est. Cost $715.82 Unrealized +61.3%
IJR ISHARES TR 0.2%
Value ($000) $425 Shares 5,063 Est. Cost $69.39 Unrealized
LINDE PLC 0.2%
Value ($000) $416 Shares 1,952 Est. Cost $156.13 Unrealized
CHD CHURCH & DWIGHT INC 0.2%
Value ($000) $407 Shares 5,783 Est. Cost $62.98 Unrealized +4.9%
MKTX MARKETAXESS HLDGS INC 0.2%
Value ($000) $405 Shares 1,069 Est. Cost $237.47 Unrealized +44.8%
HESS CORP 0.2%
Value ($000) $400 Shares 5,987 Est. Cost $62.39 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $398 Shares 5,345 Est. Cost $55.85 Unrealized +3.4%
HSY HERSHEY CO 0.1%
Value ($000) $386 Shares 2,630 Est. Cost $115.34 Unrealized +11.4%
IYC ISHARES TR 0.1%
Value ($000) $383 Shares 1,677 Est. Cost $182.40 Unrealized
IYJ ISHARES TR 0.1%
Value ($000) $380 Shares 2,269 Est. Cost $145.20 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $373 Shares 2,237 Est. Cost $139.94 Unrealized -0.4%
BAC BANK AMER CORP 0.1%
Value ($000) $372 Shares 10,572 Est. Cost $25.77 Unrealized +7.8%
SHAW COMMUNICATIONS INC 0.1%
Value ($000) $366 Shares 18,020 Est. Cost $20.31 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $364 Shares 3,996 Est. Cost $66.42 Unrealized +8.1%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $364 Shares 1,338 Est. Cost $195.39 Unrealized +15.9%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $362 Shares 2,530 Est. Cost $128.05 Unrealized
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $361 Shares 4,980 Est. Cost $51.97 Unrealized +14.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $360 Shares 6,097 Est. Cost $37.56 Unrealized +30.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $350 Shares 1,974 Est. Cost $117.49 Unrealized +22.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $340 Shares 1 Est. Cost $308211.47 Unrealized +5.7%
WING WINGSTOP INC 0.1%
Value ($000) $340 Shares 3,941 Est. Cost $73.27 Unrealized +13.3%
ELV ANTHEM INC 0.1%
Value ($000) $334 Shares 1,105 Est. Cost $243.73 Unrealized +3.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $332 Shares 5,102 Est. Cost $58.92 Unrealized -13.0%
IGIB ISHARES TR 0.1%
Value ($000) $331 Shares 5,703 Est. Cost $52.45 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $325 Shares 5,944 Est. Cost $30.84 Unrealized +42.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $325 Shares 1,436 Est. Cost $203.64 Unrealized +6.6%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $323 Shares 3,009 Est. Cost $96.52 Unrealized 0.0%
CERNER CORP 0.1%
Value ($000) $316 Shares 4,310 Est. Cost $57.96 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $315 Shares 1,625 Est. Cost $156.17 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $315 Shares 3,885 Est. Cost $59.09 Unrealized +5.8%
GOOG ALPHABET INC 0.1%
Value ($000) $314 Shares 235 Est. Cost $54.85 Unrealized +16.8%
OKE ONEOK INC NEW 0.1%
Value ($000) $313 Shares 4,133 Est. Cost $47.69 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $312 Shares 1,843 Est. Cost $161.79 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $309 Shares 2,376 Est. Cost $109.22 Unrealized
AON PLC 0.1%
Value ($000) $292 Shares 1,404 Est. Cost $197.00 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $285 Shares 1,907 Est. Cost $138.59 Unrealized -0.9%
IWF ISHARES TR 0.1%
Value ($000) $278 Shares 1,580 Est. Cost $138.41 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $278 Shares 6,084 Est. Cost $22.01 Unrealized +18.2%
BP BP PLC 0.1%
Value ($000) $274 Shares 7,271 Est. Cost $43.26 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $271 Shares 3,435 Est. Cost $73.53 Unrealized -1.5%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $270 Shares 1,807 Est. Cost $106.46 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $269 Shares 1,950 Est. Cost $86.21 Unrealized +26.2%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $256 Shares 682 Est. Cost $336.50 Unrealized 0.0%
PLD PROLOGIS INC 0.1%
Value ($000) $247 Shares 2,767 Est. Cost $50.62 Unrealized +47.6%
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $246 Shares 9,259 Est. Cost $26.57 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $244 Shares 1,050 Est. Cost $190.48 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $234 Shares 2,734 Est. Cost $51.51 Unrealized +33.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $233 Shares 3,824 Est. Cost $45.47 Unrealized +20.1%
ZBRA ZEBRA TECHNOLOGIES CORP 0.1%
Value ($000) $225 Shares 879 Est. Cost $233.98 Unrealized 0.0%
UGI UGI CORP NEW 0.1%
Value ($000) $224 Shares 4,963 Est. Cost $45.05 Unrealized +1.7%
TFC TRUIST FINL CORP 0.1%
Value ($000) $216 Shares 3,837 Est. Cost $40.89 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $213 Shares 1,246 Est. Cost $125.73 Unrealized +15.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $212 Shares 3,261 Est. Cost $43.76 Unrealized +7.8%
PSX PHILLIPS 66 0.1%
Value ($000) $211 Shares 1,897 Est. Cost $77.27 Unrealized +13.1%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $206 Shares 1,360 Est. Cost $128.46 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $206 Shares 2,701 Est. Cost $62.82 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $204 Shares 344 Est. Cost $187.24 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $204 Shares 1,073 Est. Cost $192.17 Unrealized -11.2%
MSCI MSCI INC 0.1%
Value ($000) $204 Shares 790 Est. Cost $229.41 Unrealized 0.0%
NWS NEWS CORP NEW 0.1%
Value ($000) $169 Shares 11,662 Est. Cost $12.98 Unrealized 0.0%