Dougherty Wealth Advisers LLC Diversified Active

CIK: 0001755933 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $30,405 (100.0% shares, 0.0% debt)

Holdings (183)

VOE VANGUARD MID-CAP VALUE INDEX FUND 7.4%
Value ($000) $2,257 Shares 19,972 Est. Cost $106.06 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 6.1%
Value ($000) $1,851 Shares 23,782 Est. Cost $76.86 Unrealized
SPY SPDR S&P 500 ETF 5.7%
Value ($000) $1,741 Shares 5,868 Est. Cost $276.79 Unrealized
VUG VANGUARD GROWTH INDEX FUND 5.3%
Value ($000) $1,624 Shares 9,764 Est. Cost $151.12 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 4.5%
Value ($000) $1,373 Shares 9,090 Est. Cost $138.85 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 4.0%
Value ($000) $1,205 Shares 29,935 Est. Cost $41.12 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 3.8%
Value ($000) $1,158 Shares 22,414 Est. Cost $50.35 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 3.8%
Value ($000) $1,143 Shares 8,915 Est. Cost $119.57 Unrealized
AAPL APPLE INC COM 2.5%
Value ($000) $751 Shares 3,351 Est. Cost $46.07 Unrealized +9.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 2.2%
Value ($000) $669 Shares 11,588 Est. Cost $56.70 Unrealized
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $612 Shares 4,404 Est. Cost $102.98 Unrealized +26.2%
VNQ VANGUARD REAL ESTATE ETF 1.7%
Value ($000) $509 Shares 5,456 Est. Cost $84.56 Unrealized
UNP UNION PACIFIC CORP COM 1.6%
Value ($000) $480 Shares 2,962 Est. Cost $127.77 Unrealized +14.1%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $432 Shares 3,674 Est. Cost $88.21 Unrealized +7.8%
V VISA INC COM CL A 1.4%
Value ($000) $416 Shares 2,416 Est. Cost $134.00 Unrealized +27.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1.3%
Value ($000) $400 Shares 5,962 Est. Cost $63.28 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.2%
Value ($000) $375 Shares 3,111 Est. Cost $107.68 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 1.2%
Value ($000) $361 Shares 5,882 Est. Cost $53.55 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $349 Shares 286 Est. Cost $53.46 Unrealized +9.9%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $349 Shares 286 Est. Cost $53.94 Unrealized +9.0%
META FACEBOOK INC CL A 1.1%
Value ($000) $337 Shares 1,894 Est. Cost $143.86 Unrealized +31.2%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 1.1%
Value ($000) $323 Shares 2,108 Est. Cost $152.62 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.0%
Value ($000) $299 Shares 2,116 Est. Cost $128.52 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 1.0%
Value ($000) $297 Shares 1,665 Est. Cost $176.58 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.9%
Value ($000) $288 Shares 1,915 Est. Cost $148.30 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $273 Shares 701 Est. Cost $250.05 Unrealized +26.6%
WFC WELLS FARGO CO NEW COM 0.9%
Value ($000) $263 Shares 5,220 Est. Cost $42.03 Unrealized -5.3%
CRM SALESFORCE COM INC COM 0.9%
Value ($000) $261 Shares 1,760 Est. Cost $135.90 Unrealized +10.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.8%
Value ($000) $253 Shares 2,826 Est. Cost $84.57 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.8%
Value ($000) $251 Shares 3,229 Est. Cost $73.09 Unrealized
SBUX STARBUCKS CORP COM 0.8%
Value ($000) $250 Shares 2,831 Est. Cost $53.65 Unrealized +50.3%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $231 Shares 775 Est. Cost $272.26 Unrealized
AMZN AMAZON COM INC COM 0.7%
Value ($000) $220 Shares 127 Est. Cost $83.14 Unrealized +11.5%
NOC NORTHROP GRUMMAN CORP COM 0.7%
Value ($000) $217 Shares 579 Est. Cost $245.46 Unrealized +29.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $212 Shares 1,327 Est. Cost $143.18 Unrealized
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $197 Shares 844 Est. Cost $36.66 Unrealized +26.2%
BA BOEING CO COM 0.6%
Value ($000) $190 Shares 499 Est. Cost $334.97 Unrealized +5.2%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $186 Shares 1,440 Est. Cost $114.36 Unrealized -3.8%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.6%
Value ($000) $186 Shares 2,871 Est. Cost $55.38 Unrealized
DHR DANAHER CORPORATION COM 0.6%
Value ($000) $179 Shares 1,240 Est. Cost $87.89 Unrealized +38.5%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $164 Shares 1,168 Est. Cost $98.99 Unrealized +8.8%
FIS FIDELITY NATL INFORMATION SVCS COM 0.5%
Value ($000) $138 Shares 1,039 Est. Cost $91.08 Unrealized +28.6%
AON PLC SHS CL A 0.4%
Value ($000) $128 Shares 659 Est. Cost $166.92 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $127 Shares 658 Est. Cost $146.52 Unrealized +20.5%
BLACKROCK INC COM 0.4%
Value ($000) $124 Shares 279 Est. Cost $415.77 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $124 Shares 571 Est. Cost $227.61 Unrealized -4.6%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.4%
Value ($000) $123 Shares 2,942 Est. Cost $39.77 Unrealized
BKNG BOOKING HLDGS INC COM 0.4%
Value ($000) $120 Shares 61 Est. Cost $1804.07 Unrealized +5.6%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $119 Shares 1,100 Est. Cost $76.80 Unrealized +14.0%
ANSYS INC COM 0.4%
Value ($000) $117 Shares 529 Est. Cost $170.13 Unrealized
FICO FAIR ISAAC CORP COM 0.4%
Value ($000) $116 Shares 381 Est. Cost $195.04 Unrealized +73.6%
ABBV ABBVIE INC COM 0.4%
Value ($000) $108 Shares 1,430 Est. Cost $64.80 Unrealized -18.8%
CB CHUBB LIMITED COM 0.4%
Value ($000) $107 Shares 663 Est. Cost $114.50 Unrealized +21.7%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $106 Shares 2,154 Est. Cost $38.47 Unrealized +11.2%
CELGENE CORP COM 0.3%
Value ($000) $106 Shares 1,070 Est. Cost $87.85 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $106 Shares 966 Est. Cost $84.62 Unrealized +11.1%
BAC BANK AMER CORP COM 0.3%
Value ($000) $104 Shares 3,556 Est. Cost $23.01 Unrealized +6.8%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $104 Shares 615 Est. Cost $117.71 Unrealized +18.4%
VFC V F CORP COM 0.3%
Value ($000) $100 Shares 1,129 Est. Cost $76.50 Unrealized +11.7%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.3%
Value ($000) $100 Shares 415 Est. Cost $150.35 Unrealized +52.1%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $100 Shares 450 Est. Cost $129.50 Unrealized +41.6%
BIIB BIOGEN INC COM 0.3%
Value ($000) $100 Shares 428 Est. Cost $319.14 Unrealized -27.0%
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $99 Shares 986 Est. Cost $74.46 Unrealized +21.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $97 Shares 900 Est. Cost $101.11 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.3%
Value ($000) $94 Shares 236 Est. Cost $22.76 Unrealized +13.5%
CDW CDW CORP COM 0.3%
Value ($000) $93 Shares 756 Est. Cost $79.03 Unrealized +34.4%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $93 Shares 628 Est. Cost $107.19 Unrealized +20.9%
MKL MARKEL CORP COM 0.3%
Value ($000) $93 Shares 79 Est. Cost $1093.58 Unrealized +3.9%
INTC INTEL CORP COM 0.3%
Value ($000) $93 Shares 1,810 Est. Cost $40.79 Unrealized +5.5%
ILMN ILLUMINA INC COM 0.3%
Value ($000) $90 Shares 297 Est. Cost $309.79 Unrealized -4.8%
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $89 Shares 603 Est. Cost $109.91 Unrealized +13.9%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $88 Shares 160 Est. Cost $126.58 Unrealized +27.0%
ALL ALLSTATE CORP COM 0.3%
Value ($000) $88 Shares 807 Est. Cost $75.91 Unrealized +18.1%
INGERSOLL-RAND PLC SHS 0.3%
Value ($000) $81 Shares 657 Est. Cost $101.98 Unrealized
TRU TRANSUNION COM 0.3%
Value ($000) $79 Shares 978 Est. Cost $61.85 Unrealized +26.2%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.3%
Value ($000) $78 Shares 456 Est. Cost $113.22 Unrealized +39.3%
IEX IDEX CORP COM 0.3%
Value ($000) $78 Shares 473 Est. Cost $132.50 Unrealized +15.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.3%
Value ($000) $77 Shares 1,722 Est. Cost $37.17 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.3%
Value ($000) $77 Shares 735 Est. Cost $75.05 Unrealized +30.1%
PKG PACKAGING CORP AMER COM 0.2%
Value ($000) $74 Shares 696 Est. Cost $74.71 Unrealized +11.6%
NXPI NXP SEMICONDUCTORS N V COM 0.2%
Value ($000) $72 Shares 659 Est. Cost $70.60 Unrealized +30.1%
ECL ECOLAB INC COM 0.2%
Value ($000) $67 Shares 337 Est. Cost $160.44 Unrealized +16.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $67 Shares 1,630 Est. Cost $42.38 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $65 Shares 1,031 Est. Cost $53.01 Unrealized -3.8%
JBHT HUNT J B TRANS SVCS INC COM 0.2%
Value ($000) $64 Shares 575 Est. Cost $99.18 Unrealized -2.1%
SEIC SEI INVESTMENTS CO COM 0.2%
Value ($000) $64 Shares 1,083 Est. Cost $47.77 Unrealized +11.2%
JKHY HENRY JACK & ASSOC INC COM 0.2%
Value ($000) $62 Shares 425 Est. Cost $130.40 Unrealized +0.6%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.2%
Value ($000) $61 Shares 1,471 Est. Cost $39.43 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $60 Shares 374 Est. Cost $126.83 Unrealized +13.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $60 Shares 1,282 Est. Cost $38.22 Unrealized
CPRT COPART INC COM 0.2%
Value ($000) $60 Shares 752 Est. Cost $12.35 Unrealized +57.2%
FDX FEDEX CORP COM 0.2%
Value ($000) $59 Shares 407 Est. Cost $185.88 Unrealized -22.9%
VHT VANGUARD HEALTH CARE INDEX FUND 0.2%
Value ($000) $59 Shares 350 Est. Cost $168.57 Unrealized
TAP MOLSON COORS BREWING CO CL B 0.2%
Value ($000) $59 Shares 1,031 Est. Cost $50.85 Unrealized -9.9%
WEX WEX INC COM 0.2%
Value ($000) $59 Shares 290 Est. Cost $164.60 Unrealized +25.8%
CSL CARLISLE COS INC COM 0.2%
Value ($000) $58 Shares 401 Est. Cost $94.22 Unrealized +37.9%
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value ($000) $55 Shares 394 Est. Cost $81.01 Unrealized +29.3%
FAF FIRST AMERN FINL CORP COM 0.2%
Value ($000) $53 Shares 894 Est. Cost $36.40 Unrealized +26.5%
BB&T CORP COM 0.2%
Value ($000) $53 Shares 987 Est. Cost $50.66 Unrealized
BLKB BLACKBAUD INC COM 0.2%
Value ($000) $53 Shares 592 Est. Cost $71.38 Unrealized +24.1%
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $53 Shares 614 Est. Cost $89.13 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $52 Shares 190 Est. Cost $205.02 Unrealized +35.7%
TECH BIO TECHNE CORP COM 0.2%
Value ($000) $51 Shares 259 Est. Cost $45.91 Unrealized +6.2%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $50 Shares 403 Est. Cost $95.77 Unrealized +20.5%
ATR APTARGROUP INC COM 0.2%
Value ($000) $50 Shares 421 Est. Cost $92.89 Unrealized +19.9%
COLM COLUMBIA SPORTSWEAR CO COM 0.2%
Value ($000) $50 Shares 518 Est. Cost $81.13 Unrealized +12.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.2%
Value ($000) $50 Shares 837 Est. Cost $62.63 Unrealized -8.3%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $50 Shares 905 Est. Cost $38.78 Unrealized +6.1%
AIG AMERICAN INTL GROUP INC COM NEW 0.2%
Value ($000) $49 Shares 874 Est. Cost $36.17 Unrealized +29.3%
MET METLIFE INC COM 0.2%
Value ($000) $48 Shares 1,011 Est. Cost $33.67 Unrealized +14.3%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $45 Shares 781 Est. Cost $51.09 Unrealized +11.0%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $45 Shares 184 Est. Cost $205.44 Unrealized +27.0%
PFE PFIZER INC COM 0.1%
Value ($000) $44 Shares 1,230 Est. Cost $29.62 Unrealized -8.8%
TE CONNECTIVITY LTD REG SHS 0.1%
Value ($000) $43 Shares 464 Est. Cost $81.90 Unrealized
KEX KIRBY CORP COM 0.1%
Value ($000) $43 Shares 528 Est. Cost $74.00 Unrealized +3.5%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $43 Shares 250 Est. Cost $160.00 Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.1%
Value ($000) $42 Shares 1,250 Est. Cost $31.20 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $42 Shares 500 Est. Cost $56.50 Unrealized +15.9%
CERNER CORP COM 0.1%
Value ($000) $42 Shares 610 Est. Cost $55.74 Unrealized
FTV FORTIVE CORP COM 0.1%
Value ($000) $42 Shares 618 Est. Cost $45.60 Unrealized -1.6%
GLW CORNING INC COM 0.1%
Value ($000) $41 Shares 1,444 Est. Cost $26.17 Unrealized -4.5%
GGG GRACO INC COM 0.1%
Value ($000) $40 Shares 877 Est. Cost $38.17 Unrealized +14.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $40 Shares 500 Est. Cost $68.00 Unrealized
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $40 Shares 662 Est. Cost $54.38 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $40 Shares 161 Est. Cost $180.12 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $38 Shares 222 Est. Cost $173.27 Unrealized +2.1%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.1%
Value ($000) $38 Shares 367 Est. Cost $75.26 Unrealized +28.5%
LSTR LANDSTAR SYS INC COM 0.1%
Value ($000) $36 Shares 321 Est. Cost $102.80 Unrealized
WPC W P CAREY INC COM 0.1%
Value ($000) $36 Shares 400 Est. Cost $90.00 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $36 Shares 277 Est. Cost $122.04 Unrealized +10.0%
DISH NETWORK CORP CL A 0.1%
Value ($000) $35 Shares 1,035 Est. Cost $30.92 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $35 Shares 49 Est. Cost $580.81 Unrealized +26.4%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $34 Shares 200 Est. Cost $153.35 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $34 Shares 162 Est. Cost $158.65 Unrealized +13.8%
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 0.1%
Value ($000) $31 Shares 735 Est. Cost $31.29 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $31 Shares 362 Est. Cost $65.55 Unrealized -4.7%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $30 Shares 250 Est. Cost $103.17 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.1%
Value ($000) $29 Shares 200 Est. Cost $135.00 Unrealized
DCI DONALDSON INC COM 0.1%
Value ($000) $27 Shares 517 Est. Cost $45.79 Unrealized -2.4%
IDA IDACORP INC COM 0.1%
Value ($000) $26 Shares 232 Est. Cost $97.66 Unrealized +9.1%
WEN WENDYS CO COM 0.1%
Value ($000) $25 Shares 1,236 Est. Cost $17.05 Unrealized +17.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $25 Shares 151 Est. Cost $165.56 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $23 Shares 165 Est. Cost $90.68 Unrealized +20.6%
DFE WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $22 Shares 400 Est. Cost $57.50 Unrealized
SAP SAP SE SPON ADR 0.1%
Value ($000) $22 Shares 183 Est. Cost $103.83 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $22 Shares 800 Est. Cost $26.25 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $21 Shares 200 Est. Cost $66.46 Unrealized +20.9%
RELX RELX PLC SPONSORED ADR 0.1%
Value ($000) $21 Shares 869 Est. Cost $21.86 Unrealized
SYNEOS HEALTH INC CL A 0.1%
Value ($000) $21 Shares 400 Est. Cost $50.00 Unrealized
WABC WESTAMERICA BANCORPORATION COM 0.1%
Value ($000) $20 Shares 315 Est. Cost $46.68 Unrealized +7.5%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $19 Shares 135 Est. Cost $140.74 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $19 Shares 169 Est. Cost $107.31 Unrealized
ALERIAN MLP ETF 0.1%
Value ($000) $17 Shares 1,885 Est. Cost $9.57 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $16 Shares 100 Est. Cost $123.17 Unrealized -10.2%
MFC MANULIFE FINL CORP COM 0.1%
Value ($000) $16 Shares 892 Est. Cost $15.85 Unrealized +11.4%
HD HOME DEPOT INC COM 0.1%
Value ($000) $16 Shares 67 Est. Cost $150.39 Unrealized +24.4%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $16 Shares 800 Est. Cost $14.08 Unrealized 0.0%
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 0.0%
Value ($000) $15 Shares 367 Est. Cost $29.97 Unrealized
CBS CORP NEW CL B 0.0%
Value ($000) $15 Shares 383 Est. Cost $49.61 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $15 Shares 52 Est. Cost $201.98 Unrealized +26.9%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $13 Shares 108 Est. Cost $120.37 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $13 Shares 45 Est. Cost $258.96 Unrealized +8.8%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $86.00 Unrealized +17.4%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $160.00 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $34.32 Unrealized +2.9%
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 0.0%
Value ($000) $8 Shares 294 Est. Cost $27.21 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $62.14 Unrealized +22.4%
GCI LIBERTY INC COM CLASS A 0.0%
Value ($000) $7 Shares 115 Est. Cost $52.17 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $6 Shares 161 Est. Cost $29.07 Unrealized +11.6%
OASIS PETE INC NEW COM 0.0%
Value ($000) $4 Shares 1,045 Est. Cost $5.67 Unrealized
CMCO COLUMBUS MCKINNON CORP N Y COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $35.06 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $27.24 Unrealized -4.9%
DOW DOW INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $36.37 Unrealized -10.0%
MANU MANCHESTER UTD PLC NEW ORD CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.06 Unrealized -12.3%
QUMU CORP COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 3 Est. Cost $78.77 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.34 Unrealized 0.0%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BRSL INTERNATIONAL GAME TECHNOLOGY SHS USD 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.91 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.77 Unrealized 0.0%
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CNX CNX RESOURCES CORPORATION COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $7.49 Unrealized 0.0%