Costello Asset Management, INC Diversified Active

CIK: 0001760145 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 29, 2024

Total Value ($000): $120,543 (100.0% shares, 0.0% debt)

Holdings (180)

MSFT MICROSOFT CORP 6.6%
Value ($000) $7,954 Shares 21,153 Est. Cost $108.93 Unrealized +221.6%
ARTNA ARTESIAN RES CORP 6.0%
Value ($000) $7,285 Shares 175,764 Est. Cost $30.66 Unrealized +25.5%
JNJ JOHNSON & JOHNSON 5.9%
Value ($000) $7,062 Shares 45,058 Est. Cost $120.46 Unrealized +19.2%
PEP PEPSICO INC 5.3%
Value ($000) $6,330 Shares 37,271 Est. Cost $103.41 Unrealized +48.7%
ZBH ZIMMER BIOMET HOLDINGS INC 4.7%
Value ($000) $5,613 Shares 46,122 Est. Cost $116.31 Unrealized -6.0%
BSX BOSTON SCIENTIFIC CORP 4.5%
Value ($000) $5,418 Shares 93,724 Est. Cost $38.24 Unrealized +39.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.0%
Value ($000) $4,852 Shares 13,605 Est. Cost $287.64 Unrealized +22.0%
AMZN AMAZON COM INC 3.6%
Value ($000) $4,358 Shares 28,680 Est. Cost $133.42 Unrealized +5.1%
WTRG ESSENTIAL UTILS INC 3.4%
Value ($000) $4,147 Shares 111,022 Est. Cost $44.98 Unrealized -22.4%
GOOG ALPHABET INC 3.3%
Value ($000) $4,024 Shares 28,554 Est. Cost $112.50 Unrealized +19.7%
MRK MERCK & CO INC 3.3%
Value ($000) $3,931 Shares 36,057 Est. Cost $64.56 Unrealized +49.9%
SBUX STARBUCKS CORP 3.2%
Value ($000) $3,830 Shares 39,891 Est. Cost $92.20 Unrealized -0.0%
GOOGL ALPHABET INC 3.0%
Value ($000) $3,646 Shares 26,100 Est. Cost $116.58 Unrealized +14.4%
SYY SYSCO CORP 3.0%
Value ($000) $3,638 Shares 49,749 Est. Cost $68.72 Unrealized -5.6%
PAYX PAYCHEX INC 2.8%
Value ($000) $3,412 Shares 28,646 Est. Cost $99.90 Unrealized +11.2%
DIS DISNEY WALT CO 2.7%
Value ($000) $3,231 Shares 35,783 Est. Cost $102.81 Unrealized -16.2%
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $3,181 Shares 6,043 Est. Cost $508.44 Unrealized +0.6%
CSX CSX CORP 2.4%
Value ($000) $2,928 Shares 84,444 Est. Cost $30.11 Unrealized +2.5%
PPL PPL CORP 1.9%
Value ($000) $2,314 Shares 85,381 Est. Cost $22.15 Unrealized +6.4%
AAPL APPLE INC 1.5%
Value ($000) $1,775 Shares 9,217 Est. Cost $99.31 Unrealized +84.1%
CEG CONSTELLATION ENERGY CORP 1.5%
Value ($000) $1,761 Shares 15,062 Est. Cost $64.08 Unrealized +79.7%
LLY ELI LILLY & CO 1.4%
Value ($000) $1,689 Shares 2,897 Est. Cost $211.93 Unrealized +171.4%
TJX TJX COS INC NEW 1.4%
Value ($000) $1,675 Shares 17,850 Est. Cost $86.80 Unrealized +0.5%
PYPL PAYPAL HLDGS INC 1.4%
Value ($000) $1,634 Shares 26,615 Est. Cost $65.03 Unrealized -12.1%
MRVL MARVELL TECHNOLOGY INC 1.1%
Value ($000) $1,382 Shares 22,910 Est. Cost $42.73 Unrealized +25.4%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $1,342 Shares 7,889 Est. Cost $113.87 Unrealized +27.2%
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $1,324 Shares 10,895 Est. Cost $111.73 Unrealized -0.5%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $1,060 Shares 14,638 Est. Cost $45.82 Unrealized +40.3%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,059 Shares 3,583 Est. Cost $163.36 Unrealized +53.8%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $1,026 Shares 23,397 Est. Cost $39.04 Unrealized +2.7%
WMT WALMART INC 0.8%
Value ($000) $1,010 Shares 6,407 Est. Cost $45.05 Unrealized +14.6%
GPN GLOBAL PMTS INC 0.8%
Value ($000) $984 Shares 7,748 Est. Cost $129.25 Unrealized -12.4%
UNILEVER PLC 0.8%
Value ($000) $979 Shares 20,190 Est. Cost $51.03 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $878 Shares 5,890 Est. Cost $105.58 Unrealized +30.5%
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $825 Shares 3,230 Est. Cost $128.28 Unrealized +63.3%
MIDD MIDDLEBY CORP 0.6%
Value ($000) $684 Shares 4,645 Est. Cost $137.02 Unrealized -7.3%
BA BOEING CO 0.5%
Value ($000) $660 Shares 2,531 Est. Cost $210.56 Unrealized +1.6%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $648 Shares 1,364 Est. Cost $385.24 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $531 Shares 6,667 Est. Cost $67.94 Unrealized +5.6%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $522 Shares 8,599 Est. Cost $69.67 Unrealized -23.3%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $511 Shares 13,561 Est. Cost $39.64 Unrealized -21.8%
FDX FEDEX CORP 0.4%
Value ($000) $457 Shares 1,806 Est. Cost $235.82 Unrealized +2.8%
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $435 Shares 1,400 Est. Cost $146.34 Unrealized +84.6%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $417 Shares 4,298 Est. Cost $74.57 Unrealized +12.4%
EXC EXELON CORP 0.3%
Value ($000) $392 Shares 10,919 Est. Cost $30.88 Unrealized +15.0%
JJSF J & J SNACK FOODS CORP 0.3%
Value ($000) $355 Shares 2,123 Est. Cost $129.55 Unrealized +19.3%
PARAMOUNT GLOBAL 0.3%
Value ($000) $339 Shares 22,948 Est. Cost $15.91 Unrealized
IEI ISHARES TR 0.3%
Value ($000) $337 Shares 2,875 Est. Cost $117.13 Unrealized
TD TORONTO DOMINION BK ONT 0.3%
Value ($000) $333 Shares 5,150 Est. Cost $56.03 Unrealized +7.0%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $308 Shares 4,048 Est. Cost $72.72 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $292 Shares 10,130 Est. Cost $30.19 Unrealized -12.6%
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $245 Shares 4,259 Est. Cost $50.71 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $224 Shares 2,379 Est. Cost $59.38 Unrealized +41.0%
LCII LCI INDS 0.2%
Value ($000) $221 Shares 1,760 Est. Cost $116.87 Unrealized -9.9%
META META PLATFORMS INC 0.2%
Value ($000) $184 Shares 519 Est. Cost $148.76 Unrealized +117.4%
V VISA INC 0.2%
Value ($000) $182 Shares 700 Est. Cost $187.39 Unrealized +29.5%
AOK ISHARES TR 0.1%
Value ($000) $180 Shares 4,986 Est. Cost $35.29 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $167 Shares 1,170 Est. Cost $136.67 Unrealized -17.3%
UNP UNION PAC CORP 0.1%
Value ($000) $141 Shares 576 Est. Cost $169.08 Unrealized +23.7%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $138 Shares 300 Est. Cost $399.01 Unrealized +2.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $134 Shares 510 Est. Cost $161.70 Unrealized +40.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $132 Shares 445 Est. Cost $183.03 Unrealized +41.3%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $123 Shares 4,208 Est. Cost $38.70 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.1%
Value ($000) $121 Shares 1,550 Est. Cost $57.22 Unrealized +21.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $121 Shares 510 Est. Cost $212.41 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $113 Shares 1,472 Est. Cost $27.24 Unrealized +6.5%
YORW YORK WTR CO 0.1%
Value ($000) $105 Shares 2,727 Est. Cost $33.09 Unrealized +7.5%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $105 Shares 768 Est. Cost $100.23 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $103 Shares 1,225 Est. Cost $84.02 Unrealized -10.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $98 Shares 1,430 Est. Cost $65.29 Unrealized -5.1%
BAC BANK AMERICA CORP 0.1%
Value ($000) $96 Shares 2,839 Est. Cost $21.89 Unrealized +26.1%
IVV ISHARES TR 0.1%
Value ($000) $95 Shares 199 Est. Cost $400.64 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $87 Shares 172 Est. Cost $325.58 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $82 Shares 675 Est. Cost $116.51 Unrealized 0.0%
CMS CMS ENERGY CORP 0.1%
Value ($000) $82 Shares 1,408 Est. Cost $54.55 Unrealized -4.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $81 Shares 700 Est. Cost $34.28 Unrealized +220.1%
BDC BELDEN INC 0.1%
Value ($000) $77 Shares 1,000 Est. Cost $53.01 Unrealized +39.6%
T AT&T INC 0.1%
Value ($000) $76 Shares 4,500 Est. Cost $14.33 Unrealized -0.8%
EXEL EXELIXIS INC 0.1%
Value ($000) $70 Shares 2,920 Est. Cost $21.78 Unrealized -0.2%
HD HOME DEPOT INC 0.1%
Value ($000) $69 Shares 200 Est. Cost $252.05 Unrealized +16.5%
TZOO TRAVELZOO 0.1%
Value ($000) $68 Shares 7,085 Est. Cost $14.44 Unrealized -44.7%
ETN EATON CORP PLC 0.1%
Value ($000) $65 Shares 270 Est. Cost $74.77 Unrealized +188.3%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $64 Shares 130 Est. Cost $21.53 Unrealized +115.1%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $63 Shares 1,100 Est. Cost $44.18 Unrealized +16.7%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $60 Shares 662 Est. Cost $104.26 Unrealized -16.8%
DOW DOW INC 0.0%
Value ($000) $59 Shares 1,074 Est. Cost $26.85 Unrealized +66.3%
IJR ISHARES TR 0.0%
Value ($000) $56 Shares 518 Est. Cost $82.05 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $56 Shares 1,446 Est. Cost $73.96 Unrealized -54.6%
MLI MUELLER INDS INC 0.0%
Value ($000) $56 Shares 1,184 Est. Cost $38.03 Unrealized +3.4%
TSLA TESLA INC 0.0%
Value ($000) $55 Shares 223 Est. Cost $251.92 Unrealized -5.7%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $55 Shares 491 Est. Cost $96.49 Unrealized -5.8%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $53 Shares 1,132 Est. Cost $57.65 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $52 Shares 1,300 Est. Cost $26.79 Unrealized +29.9%
HSY HERSHEY CO 0.0%
Value ($000) $51 Shares 275 Est. Cost $191.77 Unrealized -7.4%
C CITIGROUP INC 0.0%
Value ($000) $49 Shares 944 Est. Cost $49.53 Unrealized -16.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $48 Shares 480 Est. Cost $56.39 Unrealized +73.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $47 Shares 600 Est. Cost $66.11 Unrealized -1.1%
USB US BANCORP DEL 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $27.85 Unrealized +18.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $42 Shares 290 Est. Cost $106.00 Unrealized +11.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $42 Shares 610 Est. Cost $54.76 Unrealized +2.5%
UGI UGI CORP NEW 0.0%
Value ($000) $42 Shares 1,692 Est. Cost $49.97 Unrealized -55.8%
GPC GENUINE PARTS CO 0.0%
Value ($000) $42 Shares 300 Est. Cost $137.31 Unrealized -6.4%
NI NISOURCE INC 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $21.56 Unrealized +11.5%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $40 Shares 91 Est. Cost $305.91 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $35 Shares 141 Est. Cost $216.40 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $35 Shares 380 Est. Cost $62.17 Unrealized +33.6%
KO COCA COLA CO 0.0%
Value ($000) $32 Shares 551 Est. Cost $43.21 Unrealized +23.3%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $30 Shares 990 Est. Cost $51.58 Unrealized -48.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $30 Shares 100 Est. Cost $173.69 Unrealized +58.2%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $28 Shares 329 Est. Cost $75.45 Unrealized -7.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $27 Shares 950 Est. Cost $49.99 Unrealized -50.5%
F FORD MTR CO DEL 0.0%
Value ($000) $26 Shares 2,100 Est. Cost $8.13 Unrealized +18.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $23 Shares 262 Est. Cost $47.48 Unrealized +69.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $23 Shares 60 Est. Cost $315.37 Unrealized +0.8%
IHI ISHARES TR 0.0%
Value ($000) $23 Shares 428 Est. Cost $65.96 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $23 Shares 60 Est. Cost $276.29 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $22 Shares 80 Est. Cost $266.67 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $21 Shares 390 Est. Cost $53.64 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $20 Shares 398 Est. Cost $23.51 Unrealized +74.5%
GLD SPDR GOLD TR 0.0%
Value ($000) $19 Shares 100 Est. Cost $166.91 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $18 Shares 69 Est. Cost $234.02 Unrealized -4.5%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $18 Shares 192 Est. Cost $79.18 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $17 Shares 267 Est. Cost $44.94 Unrealized
PROSHARES TR 0.0%
Value ($000) $17 Shares 1,985 Est. Cost $12.77 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 130 Est. Cost $101.38 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $15 Shares 106 Est. Cost $81.75 Unrealized +48.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $15 Shares 225 Est. Cost $56.00 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $14 Shares 280 Est. Cost $48.93 Unrealized -1.9%
SHEL SHELL PLC 0.0%
Value ($000) $13 Shares 200 Est. Cost $55.00 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $13 Shares 250 Est. Cost $35.90 Unrealized +42.7%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $13 Shares 190 Est. Cost $25.75 Unrealized +136.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $12 Shares 1,088 Est. Cost $18.55 Unrealized -41.8%
BN BROOKFIELD CORP 0.0%
Value ($000) $12 Shares 307 Est. Cost $20.81 Unrealized +7.6%
BLACKROCK INC 0.0%
Value ($000) $12 Shares 15 Est. Cost $823.58 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $12 Shares 120 Est. Cost $97.19 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $12 Shares 203 Est. Cost $24.76 Unrealized +107.7%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $11 Shares 87 Est. Cost $62.95 Unrealized +45.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $11 Shares 299 Est. Cost $24.88 Unrealized +22.1%
CSL CARLISLE COS INC 0.0%
Value ($000) $11 Shares 35 Est. Cost $260.64 Unrealized +3.1%
IGIB ISHARES TR 0.0%
Value ($000) $10 Shares 192 Est. Cost $62.50 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $14.87 Unrealized +76.8%
CEL-SCI CORP 0.0%
Value ($000) $8 Shares 3,100 Est. Cost $8.26 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $6.53 Unrealized -19.9%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $45.04 Unrealized -26.6%
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $8 Shares 800 Est. Cost $12.50 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $101.72 Unrealized -11.8%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 133 Est. Cost $64.01 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $7 Shares 51 Est. Cost $59.83 Unrealized +81.1%
MTB M & T BK CORP 0.0%
Value ($000) $7 Shares 50 Est. Cost $111.31 Unrealized +5.4%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $6 Shares 157 Est. Cost $42.10 Unrealized
SKECHERS U S A INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.95 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $6 Shares 92 Est. Cost $49.89 Unrealized +19.3%
CVGW CALAVO GROWERS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $53.78 Unrealized -54.9%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $6 Shares 34 Est. Cost $176.47 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 64 Est. Cost $85.94 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $5 Shares 234 Est. Cost $28.95 Unrealized -28.7%
GLW CORNING INC 0.0%
Value ($000) $5 Shares 161 Est. Cost $30.87 Unrealized -12.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 127 Est. Cost $30.19 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $5 Shares 250 Est. Cost $22.70 Unrealized -34.9%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 94 Est. Cost $53.76 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $4 Shares 135 Est. Cost $30.73 Unrealized -4.9%
XTN SPDR SER TR 0.0%
Value ($000) $4 Shares 53 Est. Cost $94.34 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.00 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $382.06 Unrealized +13.1%
XBI SPDR SER TR 0.0%
Value ($000) $3 Shares 37 Est. Cost $109.76 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $3 Shares 76 Est. Cost $29.35 Unrealized +7.2%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $3 Shares 50 Est. Cost $48.21 Unrealized -2.5%
DRIV GLOBAL X FDS 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $2 Shares 14 Est. Cost $109.59 Unrealized +28.3%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 8 Est. Cost $200.00 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $344.57 Unrealized -66.5%
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.87 Unrealized -54.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1 Shares 3 Est. Cost $219.07 Unrealized +1.4%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $142.16 Unrealized
UIS UNISYS CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $23.65 Unrealized -82.0%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $38.46 Unrealized