Old North State Trust, LLC Diversified Active

Location: GREENSBORO, NC

CIK: 0001760444 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 2, 2021

Total Value ($000): $112,171 (100.0% shares, 0.0% debt)

Holdings (336)

ISTB iShares Core 1-5 Year USD Bond ETF 14.4%
Value ($000) $16,124 Shares 315,716 Est. Cost $50.52 Unrealized
AAPL Apple Inc 6.0%
Value ($000) $6,688 Shares 47,267 Est. Cost $94.90 Unrealized +51.6%
TFC Truist Financial Corp 3.0%
Value ($000) $3,353 Shares 57,176 Est. Cost $36.28 Unrealized +24.4%
USMV iShares Edge MSCI Min Vol USA ETF 2.9%
Value ($000) $3,218 Shares 43,776 Est. Cost $59.32 Unrealized
MSFT Microsoft Corp 2.8%
Value ($000) $3,175 Shares 11,261 Est. Cost $121.80 Unrealized +130.5%
IUSB iShares Core Total USD Bond Market ETF 2.7%
Value ($000) $3,013 Shares 56,599 Est. Cost $52.18 Unrealized
DUK Duke Energy Corp 2.5%
Value ($000) $2,787 Shares 28,556 Est. Cost $66.16 Unrealized +31.9%
IJR iShares Core S&P Small-Cap ETF 1.8%
Value ($000) $2,069 Shares 18,946 Est. Cost $76.71 Unrealized
AJG Arthur J Gallagher & Co 1.6%
Value ($000) $1,804 Shares 12,138 Est. Cost $73.36 Unrealized +86.5%
LLY Eli Lilly & Co 1.5%
Value ($000) $1,733 Shares 7,502 Est. Cost $112.72 Unrealized +109.9%
EFAV iShares Edge MSCI Min Vol EAFE ETF 1.5%
Value ($000) $1,662 Shares 22,062 Est. Cost $72.82 Unrealized
VZ Verizon Communications Inc 1.4%
Value ($000) $1,560 Shares 28,886 Est. Cost $36.95 Unrealized +14.5%
IJH iShares Core S&P Mid-Cap ETF 1.4%
Value ($000) $1,516 Shares 5,762 Est. Cost $202.69 Unrealized
DVY iShares Select Dividend ETF 1.3%
Value ($000) $1,514 Shares 13,195 Est. Cost $100.45 Unrealized
CSCO Cisco Systems Inc 1.3%
Value ($000) $1,488 Shares 27,332 Est. Cost $36.40 Unrealized +35.3%
INTC Intel Corp 1.3%
Value ($000) $1,482 Shares 27,807 Est. Cost $42.10 Unrealized +18.3%
JNJ Johnson & Johnson 1.3%
Value ($000) $1,436 Shares 8,889 Est. Cost $111.20 Unrealized +35.1%
SO Southern Co/The 1.2%
Value ($000) $1,396 Shares 22,526 Est. Cost $35.93 Unrealized +52.2%
IWM iShares Russell 2000 ETF 1.2%
Value ($000) $1,322 Shares 6,044 Est. Cost $162.61 Unrealized
HD Home Depot Inc/The 1.2%
Value ($000) $1,311 Shares 3,994 Est. Cost $169.56 Unrealized +73.7%
PG Procter & Gamble Co/The 1.2%
Value ($000) $1,311 Shares 9,375 Est. Cost $71.84 Unrealized +77.1%
PFE Pfizer Inc 1.1%
Value ($000) $1,248 Shares 29,018 Est. Cost $28.65 Unrealized +24.5%
VTI Vanguard Total Stock Market ETF 1.0%
Value ($000) $1,177 Shares 5,300 Est. Cost $149.63 Unrealized
AMZN Amazon.com Inc 1.0%
Value ($000) $1,160 Shares 353 Est. Cost $91.92 Unrealized +87.6%
BMY Bristol-Myers Squibb Co 1.0%
Value ($000) $1,104 Shares 18,662 Est. Cost $44.23 Unrealized +24.0%
COST Costco Wholesale Corp 0.9%
Value ($000) $1,028 Shares 2,287 Est. Cost $234.93 Unrealized +78.0%
TGT Target Corp 0.9%
Value ($000) $1,002 Shares 4,379 Est. Cost $77.98 Unrealized +182.0%
T AT&T Inc 0.9%
Value ($000) $1,002 Shares 37,095 Est. Cost $14.77 Unrealized +8.8%
KO Coca-Cola Co/The 0.9%
Value ($000) $975 Shares 18,578 Est. Cost $40.03 Unrealized +21.9%
DIS Walt Disney Co/The 0.8%
Value ($000) $890 Shares 5,260 Est. Cost $122.04 Unrealized +42.7%
MCD McDonald's Corp 0.7%
Value ($000) $793 Shares 3,290 Est. Cost $153.46 Unrealized +40.6%
RY Royal Bank of Canada 0.7%
Value ($000) $766 Shares 7,703 Est. Cost $78.02 Unrealized +30.6%
GPC Genuine Parts Co 0.7%
Value ($000) $747 Shares 6,160 Est. Cost $83.52 Unrealized +32.3%
VEU Vanguard FTSE All-World ex-US ETF 0.6%
Value ($000) $709 Shares 11,627 Est. Cost $50.34 Unrealized
ABBV AbbVie Inc 0.6%
Value ($000) $703 Shares 6,517 Est. Cost $70.27 Unrealized +38.3%
WMT Walmart Inc 0.6%
Value ($000) $700 Shares 5,020 Est. Cost $29.70 Unrealized +53.1%
VEA Vanguard FTSE Developed Markets ETF 0.6%
Value ($000) $693 Shares 13,719 Est. Cost $43.24 Unrealized
VRP Invesco Variable Rate Preferred ETF 0.6%
Value ($000) $677 Shares 25,827 Est. Cost $25.00 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.6%
Value ($000) $665 Shares 4,331 Est. Cost $109.47 Unrealized
PEP PepsiCo Inc 0.6%
Value ($000) $645 Shares 4,286 Est. Cost $100.22 Unrealized +34.7%
JPM JPMorgan Chase & Co 0.6%
Value ($000) $631 Shares 3,855 Est. Cost $93.20 Unrealized +50.5%
MDLZ Mondelez International Inc 0.5%
Value ($000) $606 Shares 10,418 Est. Cost $37.08 Unrealized +49.5%
VO Vanguard Mid-Cap ETF 0.5%
Value ($000) $604 Shares 2,552 Est. Cost $157.02 Unrealized
Unilever PLC 0.5%
Value ($000) $544 Shares 10,030 Est. Cost $56.30 Unrealized
NVDA NVIDIA Corp 0.5%
Value ($000) $524 Shares 2,530 Est. Cost $18.88 Unrealized +9.7%
META Facebook Inc 0.5%
Value ($000) $521 Shares 1,536 Est. Cost $270.12 Unrealized +32.4%
QQQ Invesco QQQ Trust 0.4%
Value ($000) $495 Shares 1,384 Est. Cost $185.50 Unrealized
MRK Merck & Co Inc 0.4%
Value ($000) $472 Shares 6,278 Est. Cost $56.57 Unrealized +16.9%
FCNCA First Citizens BancShares Inc/NC 0.4%
Value ($000) $468 Shares 555 Est. Cost $445.22 Unrealized +84.0%
NEE NextEra Energy Inc 0.4%
Value ($000) $457 Shares 5,824 Est. Cost $60.37 Unrealized +19.0%
ENB Enbridge Inc 0.4%
Value ($000) $453 Shares 11,377 Est. Cost $23.43 Unrealized +26.7%
BX Blackstone Group 0.4%
Value ($000) $423 Shares 3,638 Est. Cost $51.13 Unrealized +96.2%
GOOGL Alphabet Inc Class A 0.4%
Value ($000) $422 Shares 158 Est. Cost $67.66 Unrealized +99.6%
GOOG Alphabet Inc Class C 0.4%
Value ($000) $421 Shares 158 Est. Cost $63.67 Unrealized +114.9%
IVW iShares S&P 500 Growth ETF 0.4%
Value ($000) $418 Shares 5,656 Est. Cost $92.99 Unrealized
NKE NIKE Inc 0.4%
Value ($000) $416 Shares 2,864 Est. Cost $112.73 Unrealized +35.3%
AMT American Tower Corp 0.4%
Value ($000) $405 Shares 1,525 Est. Cost $156.37 Unrealized +59.0%
WY Weyerhaeuser Co 0.4%
Value ($000) $403 Shares 11,317 Est. Cost $21.85 Unrealized +32.5%
AB AllianceBernstein Holding LP 0.4%
Value ($000) $398 Shares 8,035 Est. Cost $30.67 Unrealized
WFC Wells Fargo & Co 0.3%
Value ($000) $389 Shares 8,374 Est. Cost $41.98 Unrealized -0.9%
LNC Lincoln National Corp 0.3%
Value ($000) $386 Shares 5,612 Est. Cost $47.67 Unrealized +8.4%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $385 Shares 1,927 Est. Cost $140.18 Unrealized +33.9%
ADM Archer-Daniels-Midland Co 0.3%
Value ($000) $378 Shares 6,302 Est. Cost $36.91 Unrealized +43.5%
KMB Kimberly-Clark Corp 0.3%
Value ($000) $377 Shares 2,845 Est. Cost $93.51 Unrealized +23.5%
LOW Lowe's Cos Inc 0.3%
Value ($000) $364 Shares 1,794 Est. Cost $107.56 Unrealized +70.7%
D Dominion Energy Inc 0.3%
Value ($000) $362 Shares 4,954 Est. Cost $53.30 Unrealized +17.1%
MET MetLife Inc 0.3%
Value ($000) $360 Shares 5,828 Est. Cost $36.07 Unrealized +46.2%
KMI Kinder Morgan Inc/DE 0.3%
Value ($000) $356 Shares 21,271 Est. Cost $11.69 Unrealized +13.5%
GlaxoSmithKline PLC 0.3%
Value ($000) $351 Shares 9,198 Est. Cost $39.59 Unrealized
ACN Accenture PLC 0.3%
Value ($000) $338 Shares 1,058 Est. Cost $221.96 Unrealized +37.6%
LEG Leggett & Platt Inc 0.3%
Value ($000) $338 Shares 7,535 Est. Cost $48.68 Unrealized -1.1%
CMG Chipotle Mexican Grill INC 0.3%
Value ($000) $331 Shares 182 Est. Cost $27.01 Unrealized +34.7%
ABBNY ABB Ltd 0.3%
Value ($000) $328 Shares 9,847 Est. Cost $20.90 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $322 Shares 2,727 Est. Cost $64.64 Unrealized +75.5%
NSC Norfolk Southern Corp 0.3%
Value ($000) $320 Shares 1,336 Est. Cost $153.68 Unrealized +51.9%
BDX Becton Dickinson and Co 0.3%
Value ($000) $317 Shares 1,290 Est. Cost $219.24 Unrealized +4.0%
HON Honeywell International Inc 0.3%
Value ($000) $317 Shares 1,494 Est. Cost $154.54 Unrealized +25.9%
MCHP Microchip Technology Inc 0.3%
Value ($000) $314 Shares 2,043 Est. Cost $54.14 Unrealized +26.1%
CVS CVS Health Corp 0.3%
Value ($000) $314 Shares 3,706 Est. Cost $54.32 Unrealized +33.5%
AMP Ameriprise Financial Inc 0.3%
Value ($000) $313 Shares 1,185 Est. Cost $172.03 Unrealized +42.5%
AMGN Amgen Inc 0.3%
Value ($000) $307 Shares 1,443 Est. Cost $195.56 Unrealized +2.4%
VNQ Vanguard Real Estate ETF 0.3%
Value ($000) $306 Shares 3,009 Est. Cost $82.88 Unrealized
MA Mastercard Inc 0.3%
Value ($000) $306 Shares 879 Est. Cost $323.33 Unrealized +9.7%
CL Colgate-Palmolive Co 0.3%
Value ($000) $303 Shares 4,007 Est. Cost $55.67 Unrealized +28.8%
SYY Sysco Corp 0.3%
Value ($000) $302 Shares 3,844 Est. Cost $54.98 Unrealized +23.3%
BNS Bank of Nova Scotia/The 0.3%
Value ($000) $300 Shares 4,872 Est. Cost $29.47 Unrealized +67.7%
WM Waste Management Inc 0.3%
Value ($000) $295 Shares 1,974 Est. Cost $103.66 Unrealized +34.8%
EMR Emerson Electric Co 0.3%
Value ($000) $285 Shares 3,025 Est. Cost $65.33 Unrealized +39.6%
TSCO Tractor Supply Co 0.2%
Value ($000) $271 Shares 1,340 Est. Cost $20.01 Unrealized +79.8%
KHC Kraft Heinz Co/The 0.2%
Value ($000) $268 Shares 7,278 Est. Cost $23.17 Unrealized +31.8%
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $267 Shares 1,837 Est. Cost $115.41 Unrealized
EL Estee Lauder Cos Inc/The 0.2%
Value ($000) $262 Shares 875 Est. Cost $225.05 Unrealized +35.7%
LYB LyondellBasell Industries NV 0.2%
Value ($000) $257 Shares 2,743 Est. Cost $40.79 Unrealized +75.2%
VLO Valero Energy Corp 0.2%
Value ($000) $249 Shares 3,522 Est. Cost $43.12 Unrealized +33.5%
MMM 3M Co 0.2%
Value ($000) $244 Shares 1,391 Est. Cost $131.26 Unrealized +4.6%
UNP Union Pacific Corp 0.2%
Value ($000) $243 Shares 1,241 Est. Cost $177.00 Unrealized +10.3%
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $239 Shares 555 Est. Cost $281.06 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.2%
Value ($000) $235 Shares 2,098 Est. Cost $108.96 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $230 Shares 2,272 Est. Cost $87.83 Unrealized -5.1%
NOC Northrop Grumman Corp 0.2%
Value ($000) $229 Shares 635 Est. Cost $286.49 Unrealized +17.4%
C Citigroup Inc 0.2%
Value ($000) $226 Shares 3,214 Est. Cost $45.95 Unrealized +29.9%
TMUS T-Mobile US INC 0.2%
Value ($000) $226 Shares 1,766 Est. Cost $119.73 Unrealized +12.4%
BRK/B Berkshire Hathaway Inc Class B 0.2%
Value ($000) $224 Shares 820 Est. Cost $212.42 Unrealized +32.2%
SNY Sanofi 0.2%
Value ($000) $221 Shares 4,579 Est. Cost $45.58 Unrealized
SON Sonoco Products Co 0.2%
Value ($000) $215 Shares 3,609 Est. Cost $41.34 Unrealized +31.4%
ZTS Zoetis Inc 0.2%
Value ($000) $215 Shares 1,109 Est. Cost $156.62 Unrealized +23.7%
People's United Financial Inc 0.2%
Value ($000) $210 Shares 12,025 Est. Cost $10.30 Unrealized
VTIP Vanguard Short-Term Inflation-Protected Securities ETF 0.2%
Value ($000) $209 Shares 3,981 Est. Cost $52.03 Unrealized
Xilinx Inc 0.2%
Value ($000) $208 Shares 1,379 Est. Cost $136.19 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $208 Shares 602 Est. Cost $259.28 Unrealized +23.7%
FNB FNB Corp/PA 0.2%
Value ($000) $199 Shares 17,105 Est. Cost $6.29 Unrealized +55.9%
MO Altria Group Inc 0.2%
Value ($000) $196 Shares 4,304 Est. Cost $33.80 Unrealized +0.6%
EPD Enterprise Products Partners LP 0.2%
Value ($000) $194 Shares 8,955 Est. Cost $15.80 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $193 Shares 478 Est. Cost $346.69 Unrealized +15.5%
MS Morgan Stanley 0.2%
Value ($000) $191 Shares 1,962 Est. Cost $65.58 Unrealized +30.7%
ET Energy Transfer LP 0.2%
Value ($000) $188 Shares 19,670 Est. Cost $5.54 Unrealized
IBM International Business Machine 0.2%
Value ($000) $184 Shares 1,323 Est. Cost $107.36 Unrealized +4.4%
PBA Pembina Pipeline Corp 0.2%
Value ($000) $183 Shares 5,790 Est. Cost $16.93 Unrealized +49.4%
NUE Nucor Corp 0.2%
Value ($000) $176 Shares 1,787 Est. Cost $40.31 Unrealized +146.3%
DE Deere & Co 0.1%
Value ($000) $166 Shares 495 Est. Cost $180.94 Unrealized +87.5%
Catalent INC 0.1%
Value ($000) $162 Shares 1,218 Est. Cost $105.56 Unrealized
BlackRock Inc 0.1%
Value ($000) $161 Shares 192 Est. Cost $643.88 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $159 Shares 706 Est. Cost $139.25 Unrealized +51.1%
AFL Aflac Inc 0.1%
Value ($000) $155 Shares 2,974 Est. Cost $33.51 Unrealized +47.5%
IWR iShares Russell Mid-Cap ETF 0.1%
Value ($000) $155 Shares 1,983 Est. Cost $65.27 Unrealized
RTX Raytheon Technologies Corp COMMON 0.1%
Value ($000) $154 Shares 1,788 Est. Cost $65.24 Unrealized +18.6%
MDT Medtronic PLC 0.1%
Value ($000) $152 Shares 1,211 Est. Cost $86.23 Unrealized +31.6%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $150 Shares 836 Est. Cost $139.79 Unrealized
BCE BCE Inc 0.1%
Value ($000) $150 Shares 2,987 Est. Cost $34.07 Unrealized +9.0%
DOW Dow Inc 0.1%
Value ($000) $149 Shares 2,589 Est. Cost $33.48 Unrealized +42.8%
NEM Newmont Corporation 0.1%
Value ($000) $148 Shares 2,725 Est. Cost $52.48 Unrealized -2.2%
PRU Prudential Financial Inc 0.1%
Value ($000) $148 Shares 1,403 Est. Cost $76.40 Unrealized +9.2%
V Visa Inc 0.1%
Value ($000) $147 Shares 658 Est. Cost $144.38 Unrealized +57.2%
XOM Exxon Mobil Corp 0.1%
Value ($000) $142 Shares 2,413 Est. Cost $57.80 Unrealized -16.2%
UPS United Parcel Service Inc 0.1%
Value ($000) $138 Shares 757 Est. Cost $118.94 Unrealized +36.8%
IWY Ishares Russell Top 200 Growth Index Fund Etf 0.1%
Value ($000) $136 Shares 890 Est. Cost $146.17 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $134 Shares 3,152 Est. Cost $26.96 Unrealized +33.8%
CSX CSX Corp 0.1%
Value ($000) $125 Shares 4,200 Est. Cost $28.29 Unrealized +6.5%
DEM WisdomTree Emerging Markets High Div ETF 0.1%
Value ($000) $125 Shares 2,872 Est. Cost $35.33 Unrealized
GPN Global PMTS Inc 0.1%
Value ($000) $124 Shares 784 Est. Cost $178.83 Unrealized -6.8%
ETR Entergy Corp 0.1%
Value ($000) $120 Shares 1,205 Est. Cost $40.64 Unrealized +12.1%
ES Eversource Energy 0.1%
Value ($000) $119 Shares 1,452 Est. Cost $72.15 Unrealized +1.0%
VFC VF Corp 0.1%
Value ($000) $118 Shares 1,763 Est. Cost $58.24 Unrealized +31.8%
EEMV iShares Edge MSCI Min Vol Emerg Mkts ETF 0.1%
Value ($000) $118 Shares 1,885 Est. Cost $56.00 Unrealized
CLX Clorox Co/The 0.1%
Value ($000) $118 Shares 715 Est. Cost $119.75 Unrealized +24.7%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $115 Shares 1,476 Est. Cost $75.09 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $112 Shares 583 Est. Cost $117.20 Unrealized +43.3%
QRVO Qorvo Inc 0.1%
Value ($000) $109 Shares 650 Est. Cost $161.20 Unrealized +15.3%
XRAY Dentsply Sirona Inc 0.1%
Value ($000) $106 Shares 1,825 Est. Cost $44.22 Unrealized +39.4%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $105 Shares 1,017 Est. Cost $109.19 Unrealized
BA Boeing Co/The 0.1%
Value ($000) $104 Shares 475 Est. Cost $332.01 Unrealized -32.8%
BTI British American Tobacco PLCBritish American Tobacco PLC 0.1%
Value ($000) $101 Shares 2,852 Est. Cost $39.27 Unrealized
FE FirstEnergy Corp 0.1%
Value ($000) $100 Shares 2,794 Est. Cost $24.24 Unrealized +31.1%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $95 Shares 647 Est. Cost $139.13 Unrealized +1.8%
EW Edwards Lifesciences Corp 0.1%
Value ($000) $95 Shares 840 Est. Cost $78.03 Unrealized +46.3%
PEG Public Service Enterprise Group Inc 0.1%
Value ($000) $94 Shares 1,536 Est. Cost $44.10 Unrealized +22.1%
CAH Cardinal Health Inc 0.1%
Value ($000) $93 Shares 1,879 Est. Cost $44.60 Unrealized +9.6%
BP BP PLC 0.1%
Value ($000) $92 Shares 3,350 Est. Cost $22.08 Unrealized
CMCSA Comcast Corp 0.1%
Value ($000) $92 Shares 1,642 Est. Cost $37.62 Unrealized +36.6%
Magellan Midstream Partners Limited Partnership 0.1%
Value ($000) $91 Shares 2,000 Est. Cost $34.00 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value ($000) $87 Shares 335 Est. Cost $210.48 Unrealized +34.5%
PNC PNC Financial Services Group Inc/The 0.1%
Value ($000) $81 Shares 416 Est. Cost $88.70 Unrealized +81.2%
AMAT Applied Materials Inc 0.1%
Value ($000) $81 Shares 628 Est. Cost $58.88 Unrealized +121.8%
SAP Sap SE 0.1%
Value ($000) $81 Shares 601 Est. Cost $129.27 Unrealized
CCI Crown Castle International Corp 0.1%
Value ($000) $80 Shares 459 Est. Cost $129.97 Unrealized +20.0%
SCHW Charles Schwab Corp/The 0.1%
Value ($000) $80 Shares 1,092 Est. Cost $32.40 Unrealized +108.0%
XLRE Real Estate Select Sector SPDR 0.1%
Value ($000) $77 Shares 1,739 Est. Cost $35.14 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $77 Shares 400 Est. Cost $126.81 Unrealized +51.5%
Royal Dutch Shell PLC Class A 0.1%
Value ($000) $77 Shares 1,727 Est. Cost $28.54 Unrealized
YUM Yum! Brands Inc 0.1%
Value ($000) $73 Shares 600 Est. Cost $87.49 Unrealized +33.5%
ETN Eaton Corp PLC 0.1%
Value ($000) $72 Shares 483 Est. Cost $89.17 Unrealized +67.4%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $70 Shares 122 Est. Cost $462.67 Unrealized +17.2%
GIS General Mills Inc 0.1%
Value ($000) $70 Shares 1,176 Est. Cost $49.89 Unrealized +2.2%
SMMV iShares Edge MSCI Min Vol USA Sm-Cp ETF 0.1%
Value ($000) $70 Shares 1,875 Est. Cost $29.31 Unrealized
CARR Carrier Global Corp COMMON 0.1%
Value ($000) $69 Shares 1,339 Est. Cost $26.37 Unrealized +92.3%
SBUX Starbucks Corp 0.1%
Value ($000) $65 Shares 588 Est. Cost $72.79 Unrealized +45.2%
COP ConocoPhillips 0.1%
Value ($000) $64 Shares 944 Est. Cost $31.21 Unrealized +58.0%
PM Philip Morris International In 0.1%
Value ($000) $63 Shares 665 Est. Cost $58.86 Unrealized +37.7%
HUM Humana Inc 0.1%
Value ($000) $60 Shares 154 Est. Cost $383.05 Unrealized +6.2%
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $59 Shares 922 Est. Cost $34.89 Unrealized +57.1%
SLF Sun Life Financial Inc 0.1%
Value ($000) $58 Shares 1,129 Est. Cost $40.44 Unrealized +27.2%
GLD SPDR Gold Shares 0.0%
Value ($000) $56 Shares 343 Est. Cost $176.61 Unrealized
Laboratory Corp of America Hol 0.0%
Value ($000) $55 Shares 196 Est. Cost $188.17 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $55 Shares 207 Est. Cost $173.69 Unrealized +46.9%
BAX Baxter International Inc 0.0%
Value ($000) $55 Shares 681 Est. Cost $75.58 Unrealized -5.3%
F Ford Motor Co 0.0%
Value ($000) $55 Shares 3,850 Est. Cost $5.14 Unrealized +100.9%
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $53 Shares 639 Est. Cost $56.47 Unrealized +45.5%
TJX TJX Cos Inc/The 0.0%
Value ($000) $53 Shares 796 Est. Cost $50.05 Unrealized +30.8%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $53 Shares 1,059 Est. Cost $50.05 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $51 Shares 130 Est. Cost $282.24 Unrealized +36.4%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $50 Shares 436 Est. Cost $92.97 Unrealized +20.5%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $50 Shares 1,063 Est. Cost $68.06 Unrealized
Linde PLC 0.0%
Value ($000) $49 Shares 166 Est. Cost $238.74 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $48 Shares 279 Est. Cost $115.80 Unrealized +42.5%
PH Parker-Hannifin Corp 0.0%
Value ($000) $47 Shares 168 Est. Cost $182.81 Unrealized +53.4%
GOVT Ishares US Treasury Bond Etf 0.0%
Value ($000) $47 Shares 1,769 Est. Cost $26.11 Unrealized
AIZ Assurant Inc 0.0%
Value ($000) $46 Shares 291 Est. Cost $104.47 Unrealized +43.2%
MCK McKesson Corp 0.0%
Value ($000) $46 Shares 232 Est. Cost $161.23 Unrealized +21.0%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $44 Shares 173 Est. Cost $251.75 Unrealized -1.9%
WU Western Union Co/The 0.0%
Value ($000) $44 Shares 2,160 Est. Cost $21.51 Unrealized
ALL Allstate Corp/The 0.0%
Value ($000) $44 Shares 343 Est. Cost $81.77 Unrealized +45.1%
HCA HCA Healthcare Inc 0.0%
Value ($000) $43 Shares 177 Est. Cost $162.05 Unrealized +45.2%
GD General Dynamics Corp 0.0%
Value ($000) $43 Shares 219 Est. Cost $131.04 Unrealized +36.3%
Jacobs Engineering Group INC CORP COMMON 0.0%
Value ($000) $42 Shares 320 Est. Cost $130.85 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $41 Shares 464 Est. Cost $78.10 Unrealized +3.5%
PKW Invesco Buyback Achievers Etf Invsc 0.0%
Value ($000) $41 Shares 454 Est. Cost $66.56 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $39 Shares 189 Est. Cost $167.30 Unrealized +21.3%
IP International Paper Co 0.0%
Value ($000) $36 Shares 639 Est. Cost $27.96 Unrealized +64.2%
ECL Ecolab Inc 0.0%
Value ($000) $36 Shares 173 Est. Cost $188.44 Unrealized +10.7%
AEP American Electric Power Co Inc 0.0%
Value ($000) $36 Shares 443 Est. Cost $67.80 Unrealized +9.7%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $35 Shares 422 Est. Cost $51.88 Unrealized +55.1%
FAST Fastenal Co 0.0%
Value ($000) $35 Shares 682 Est. Cost $20.06 Unrealized +21.7%
MU Micron Technologies 0.0%
Value ($000) $34 Shares 472 Est. Cost $78.22 Unrealized -6.3%
CAG Conagra Brands Inc 0.0%
Value ($000) $34 Shares 1,015 Est. Cost $28.95 Unrealized -4.7%
PPL PPL Corp 0.0%
Value ($000) $33 Shares 1,200 Est. Cost $21.68 Unrealized +13.4%
O Realty Income Corp 0.0%
Value ($000) $33 Shares 510 Est. Cost $45.10 Unrealized +19.3%
NVS Novartis AG 0.0%
Value ($000) $33 Shares 409 Est. Cost $87.09 Unrealized
IQV IQVIA Holdings Inc 0.0%
Value ($000) $32 Shares 135 Est. Cost $156.72 Unrealized +61.1%
PSX Phillips 66 0.0%
Value ($000) $31 Shares 436 Est. Cost $49.06 Unrealized +24.8%
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $31 Shares 2,309 Est. Cost $13.32 Unrealized -12.0%
CRM salesforce.com Inc 0.0%
Value ($000) $31 Shares 114 Est. Cost $228.45 Unrealized +9.8%
GLW Corning Inc 0.0%
Value ($000) $30 Shares 823 Est. Cost $26.66 Unrealized +32.4%
NDAQ Nasdaq Inc 0.0%
Value ($000) $30 Shares 158 Est. Cost $42.47 Unrealized +39.5%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $13.27 Unrealized +89.7%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $30 Shares 2,111 Est. Cost $8.08 Unrealized +56.9%
ORCL Oracle Corp 0.0%
Value ($000) $30 Shares 350 Est. Cost $64.66 Unrealized +28.9%
Interpublic Group of Cos Inc/The 0.0%
Value ($000) $30 Shares 823 Est. Cost $14.51 Unrealized +109.1%
USB US Bancorp 0.0%
Value ($000) $29 Shares 493 Est. Cost $28.94 Unrealized +61.3%
DHR Danaher Corp 0.0%
Value ($000) $29 Shares 95 Est. Cost $178.40 Unrealized +49.5%
Discover Financial Services 0.0%
Value ($000) $29 Shares 238 Est. Cost $70.93 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $29 Shares 500 Est. Cost $53.16 Unrealized +15.7%
SAM Boston Beer Co Inc/The 0.0%
Value ($000) $28 Shares 55 Est. Cost $789.85 Unrealized -13.9%
NOBL Proshares S&p 500 Dividend Aristocrats Etf Div Aristocrat 0.0%
Value ($000) $27 Shares 300 Est. Cost $90.00 Unrealized
TSN Tyson Foods Inc 0.0%
Value ($000) $27 Shares 339 Est. Cost $53.92 Unrealized +22.0%
COF Capital One Financial Corp 0.0%
Value ($000) $26 Shares 159 Est. Cost $61.00 Unrealized +147.1%
IVZ Invesco Ltd 0.0%
Value ($000) $25 Shares 1,040 Est. Cost $8.46 Unrealized +144.0%
XEL Xcel Energy Inc 0.0%
Value ($000) $25 Shares 400 Est. Cost $57.55 Unrealized +1.7%
STX Seagate Technology Holdings Plc CORP COMMON 0.0%
Value ($000) $25 Shares 298 Est. Cost $77.58 Unrealized -3.1%
GS Goldman Sachs Group Inc/The 0.0%
Value ($000) $23 Shares 62 Est. Cost $206.15 Unrealized +69.7%
DON WisdomTree US MidCap Dividend ETF 0.0%
Value ($000) $23 Shares 545 Est. Cost $35.92 Unrealized
USIG Ishares Broad Usd Investment Grade Corporate Bond Brd Inv Grd Corp Bd Etf 0.0%
Value ($000) $22 Shares 364 Est. Cost $57.69 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $22 Shares 152 Est. Cost $134.04 Unrealized +2.2%
AVY Avery Dennison Corp 0.0%
Value ($000) $22 Shares 105 Est. Cost $107.75 Unrealized +84.6%
AVGO Broadcom inc 0.0%
Value ($000) $22 Shares 45 Est. Cost $29.64 Unrealized +50.0%
CPB Campbell Soup Co 0.0%
Value ($000) $22 Shares 520 Est. Cost $41.25 Unrealized -9.3%
PAYX Paychex Inc 0.0%
Value ($000) $21 Shares 189 Est. Cost $64.54 Unrealized +53.8%
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $20 Shares 602 Est. Cost $26.28 Unrealized 0.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $20 Shares 283 Est. Cost $56.04 Unrealized +5.9%
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $20 Shares 1,254 Est. Cost $9.20 Unrealized +45.7%
EXC Exelon Corp 0.0%
Value ($000) $19 Shares 400 Est. Cost $27.36 Unrealized +7.1%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $19 Shares 312 Est. Cost $61.91 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $18 Shares 63 Est. Cost $285.71 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $18 Shares 100 Est. Cost $209.17 Unrealized -6.7%
WDC Western Digital Corp 0.0%
Value ($000) $18 Shares 324 Est. Cost $29.61 Unrealized +59.8%
RF Regions Financial Corp 0.0%
Value ($000) $18 Shares 858 Est. Cost $9.92 Unrealized +67.0%
BOTZ Global X Robotics And Artificial Intelligence Etf Artfcl Intlgnc 0.0%
Value ($000) $18 Shares 500 Est. Cost $34.00 Unrealized
TSM Taiwan Semiconductor 0.0%
Value ($000) $18 Shares 163 Est. Cost $110.43 Unrealized
MAS Masco Corp 0.0%
Value ($000) $17 Shares 304 Est. Cost $54.85 Unrealized -0.4%
Lazard Ltd 0.0%
Value ($000) $17 Shares 375 Est. Cost $34.09 Unrealized
CRSP Crispr Therapeutics Ag CORP COMMON 0.0%
Value ($000) $17 Shares 150 Est. Cost $121.62 Unrealized +3.3%
WDFC WD-40 Co 0.0%
Value ($000) $17 Shares 72 Est. Cost $180.27 Unrealized +23.6%
CC Chemours Co/The 0.0%
Value ($000) $17 Shares 598 Est. Cost $27.68 Unrealized 0.0%
HPQ HP Inc 0.0%
Value ($000) $17 Shares 606 Est. Cost $15.17 Unrealized +62.2%
QCOM QUALCOMM Inc 0.0%
Value ($000) $17 Shares 129 Est. Cost $122.73 Unrealized +5.0%
ADI Analog Devices Inc 0.0%
Value ($000) $16 Shares 94 Est. Cost $144.96 Unrealized +7.1%
AZN Astrazeneca Plc ADR Rep 0.5 CORP COMMON 0.0%
Value ($000) $16 Shares 261 Est. Cost $53.64 Unrealized
DOV Dover Corp 0.0%
Value ($000) $16 Shares 100 Est. Cost $99.71 Unrealized +57.1%
DRI Darden Restaurants Inc 0.0%
Value ($000) $16 Shares 106 Est. Cost $70.74 Unrealized +80.3%
SLV iShares Silver Trust 0.0%
Value ($000) $16 Shares 776 Est. Cost $24.48 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $15 Shares 112 Est. Cost $104.13 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $15 Shares 39 Est. Cost $288.97 Unrealized +23.7%
MSI Motorola Solutions Inc 0.0%
Value ($000) $15 Shares 65 Est. Cost $144.47 Unrealized +52.3%
XLC Communication Services Select Sector Spdr Fund Communicat Svs Slct Sec Etf 0.0%
Value ($000) $15 Shares 186 Est. Cost $66.47 Unrealized
KEY KeyCorp 0.0%
Value ($000) $15 Shares 693 Est. Cost $9.39 Unrealized +72.9%
SLB Schlumberger Ltd 0.0%
Value ($000) $14 Shares 476 Est. Cost $16.53 Unrealized +57.3%
EBAY eBay Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $57.72 Unrealized +14.6%
Splunk INC CORP COMMON 0.0%
Value ($000) $14 Shares 100 Est. Cost $140.00 Unrealized
DES WisdomTree US SmallCap Dividend ETF 0.0%
Value ($000) $14 Shares 469 Est. Cost $21.25 Unrealized
CME CME Group Inc 0.0%
Value ($000) $13 Shares 65 Est. Cost $136.26 Unrealized +24.2%
PSA Public Storage 0.0%
Value ($000) $13 Shares 45 Est. Cost $162.21 Unrealized +58.6%
FBNC First Bancorp/Southern Pines NC 0.0%
Value ($000) $13 Shares 301 Est. Cost $18.93 Unrealized +94.1%
NVO Novo Nordisk A/s ADR Repsg 1 CORP COMMON 0.0%
Value ($000) $12 Shares 125 Est. Cost $72.00 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $12 Shares 81 Est. Cost $124.18 Unrealized +8.1%
LEA Lear Corp 0.0%
Value ($000) $11 Shares 69 Est. Cost $101.80 Unrealized +44.4%
TAP Molson Coors Brewing Co 0.0%
Value ($000) $11 Shares 235 Est. Cost $31.40 Unrealized +35.8%
LUV Southwest Airlines Co 0.0%
Value ($000) $10 Shares 192 Est. Cost $33.06 Unrealized +42.2%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $10 Shares 154 Est. Cost $30.14 Unrealized +71.8%
DOCU Docusign INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $224.62 Unrealized +28.3%
EOG EOG Resources Inc 0.0%
Value ($000) $9 Shares 115 Est. Cost $46.73 Unrealized +25.9%
KR Kroger Co/The 0.0%
Value ($000) $9 Shares 221 Est. Cost $30.80 Unrealized +24.2%
Activision Blizzard Inc 0.0%
Value ($000) $9 Shares 110 Est. Cost $81.82 Unrealized
EMB iShares JP Morgan USD Em Mkts Bd ETF 0.0%
Value ($000) $9 Shares 83 Est. Cost $120.48 Unrealized
JNK Spdr Bloomberg High Yield Bond Etf Blmbrg Brcly Hgh Yld Bnd 0.0%
Value ($000) $8 Shares 70 Est. Cost $108.11 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $8 Shares 123 Est. Cost $58.69 Unrealized +7.1%
KTB Kontoor Brands Inc 0.0%
Value ($000) $8 Shares 151 Est. Cost $20.93 Unrealized +164.8%
CCEP Coca-Cola European Partners PLC 0.0%
Value ($000) $8 Shares 144 Est. Cost $34.37 Unrealized +49.1%
CCL CARNIVAL CORP F 0.0%
Value ($000) $8 Shares 300 Est. Cost $15.46 Unrealized +50.5%
PacWest Bancorp 0.0%
Value ($000) $7 Shares 145 Est. Cost $16.67 Unrealized
WPC WP Carey Inc 0.0%
Value ($000) $7 Shares 90 Est. Cost $66.67 Unrealized
UAL United Airlines Holdings Inc 0.0%
Value ($000) $7 Shares 139 Est. Cost $34.59 Unrealized +36.2%
NI NiSource Inc 0.0%
Value ($000) $6 Shares 246 Est. Cost $19.36 Unrealized +11.4%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $6 Shares 80 Est. Cost $48.84 Unrealized +46.9%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $5 Shares 44 Est. Cost $86.30 Unrealized +18.5%
DXC DXC Technology Co 0.0%
Value ($000) $5 Shares 162 Est. Cost $18.24 Unrealized +107.5%
Kellogg Co 0.0%
Value ($000) $5 Shares 75 Est. Cost $52.29 Unrealized -1.8%
Pioneer Natural Resources CO Resource CORP COMMON 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.25 Unrealized
Cerner Corp 0.0%
Value ($000) $5 Shares 75 Est. Cost $66.67 Unrealized
FHN First Horizon National Corp 0.0%
Value ($000) $4 Shares 262 Est. Cost $7.71 Unrealized +76.9%
AIG American International Group Inc 0.0%
Value ($000) $4 Shares 68 Est. Cost $26.13 Unrealized +78.4%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $4 Shares 80 Est. Cost $52.78 Unrealized -13.2%
STZ Constellation Brands Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $167.00 Unrealized +21.4%
UDR Udr INC Reit CORP COMMON 0.0%
Value ($000) $3 Shares 51 Est. Cost $28.83 Unrealized +57.0%
MRVI Maravai Lifesciences Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 70 Est. Cost $38.76 Unrealized +25.9%
NOW SERVICE NOW INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $89.31 Unrealized +35.6%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $3 Shares 75 Est. Cost $28.05 Unrealized +41.6%
NTRS Northern Trust Corp COMMON 0.0%
Value ($000) $3 Shares 24 Est. Cost $99.29 Unrealized -0.4%
QSR Restaurant Brands International INC Intrnational CORP COMMON 0.0%
Value ($000) $3 Shares 46 Est. Cost $67.37 Unrealized -4.9%
CAN Canaan INC ADR Rep 15 CORP COMMON 0.0%
Value ($000) $3 Shares 489 Est. Cost $20.45 Unrealized
ODFL OLD DOMINION FREIGHT 0.0%
Value ($000) $3 Shares 9 Est. Cost $91.53 Unrealized +48.3%
Etfmg Alternative Harvest Etf 0.0%
Value ($000) $3 Shares 230 Est. Cost $21.74 Unrealized
ACVA ACV AUCTIONS INC CLASS A 0.0%
Value ($000) $3 Shares 170 Est. Cost $32.00 Unrealized -33.6%
AXP American Express Co 0.0%
Value ($000) $2 Shares 10 Est. Cost $103.86 Unrealized +52.4%
ADBE ADOBE INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $465.18 Unrealized +35.3%
CyrusOne Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $272.91 Unrealized +33.1%
EQIX EQUINIX INC REIT 0.0%
Value ($000) $2 Shares 3 Est. Cost $677.38 Unrealized +12.5%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $237.64 Unrealized +28.8%
HAS Hasbro Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.72 Unrealized +29.2%
BXP Boston Properties Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $68.58 Unrealized +31.6%
FISV FISERV INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $99.60 Unrealized +12.2%
INCY INCYTE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $96.47 Unrealized -21.2%
MAR Marriott International Inc/MD 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.17 Unrealized +22.2%
TRV Travelers Cos Inc/The 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.46 Unrealized +38.4%
ALC Alcon Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $57.99 Unrealized +31.0%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $12.98 Unrealized +26.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.96 Unrealized +22.8%