Gryphon Financial Partners LLC Diversified Active

CIK: 0001729094 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 7, 2023

Total Value ($000): $431,030 (97.4% shares, 2.6% debt)

Holdings (187)

IVV ISHARES TR 28.6%
Value ($000) $123,059 Shares 286,564 Est. Cost $312.73 Unrealized
VTI VANGUARD INDEX FDS 6.2%
Value ($000) $26,668 Shares 125,549 Est. Cost $149.14 Unrealized
AAPL APPLE INC 5.1%
Value ($000) $21,846 Shares 127,600 Est. Cost $103.91 Unrealized +74.5%
DY DYCOM INDS INC 3.4%
Value ($000) $14,576 Shares 163,773 Est. Cost $88.35 Unrealized +12.9%
ABBV ABBVIE INC 2.9%
Value ($000) $12,330 Shares 82,718 Est. Cost $68.97 Unrealized +96.2%
SPY SPDR S&P 500 ETF TR 2.8%
Value ($000) $12,157 Shares 28,439 Est. Cost $328.44 Unrealized
WBD WARNER BROS DISCOVERY INC 2.8%
Value ($000) $12,082 Shares 1,112,561 Est. Cost $18.40 Unrealized -32.2%
PG PROCTER AND GAMBLE CO 2.6%
Value ($000) $11,373 Shares 77,970 Est. Cost $83.05 Unrealized +73.5%
SPY SPDR S&P 500 ETF TR 2.6%
Value ($000) $11,029 Shares 25,800 Est. Cost $328.44 Unrealized
ABT ABBOTT LABS 2.4%
Value ($000) $10,403 Shares 107,409 Est. Cost $65.59 Unrealized +53.1%
MSFT MICROSOFT CORP 2.4%
Value ($000) $10,361 Shares 32,815 Est. Cost $190.45 Unrealized +70.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $9,888 Shares 28,227 Est. Cost $354.77 Unrealized 0.0%
ACWI ISHARES TR 2.3%
Value ($000) $9,745 Shares 105,498 Est. Cost $79.72 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.1%
Value ($000) $8,890 Shares 430,087 Est. Cost $20.91 Unrealized
TRGP TARGA RES CORP 1.3%
Value ($000) $5,452 Shares 63,600 Est. Cost $32.71 Unrealized +140.5%
AMZN AMAZON COM INC 1.1%
Value ($000) $4,883 Shares 38,411 Est. Cost $127.82 Unrealized +4.8%
IVW ISHARES TR 1.1%
Value ($000) $4,622 Shares 67,557 Est. Cost $76.36 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $3,923 Shares 9,018 Est. Cost $16.45 Unrealized +172.2%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $3,112 Shares 7,860 Est. Cost $239.28 Unrealized +65.6%
IXUS ISHARES TR 0.6%
Value ($000) $2,786 Shares 46,437 Est. Cost $64.63 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $2,500 Shares 26,584 Est. Cost $102.16 Unrealized
IJH ISHARES TR 0.6%
Value ($000) $2,486 Shares 9,971 Est. Cost $194.09 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $2,417 Shares 8,051 Est. Cost $193.12 Unrealized +54.9%
GOOGL ALPHABET INC 0.6%
Value ($000) $2,405 Shares 18,379 Est. Cost $108.24 Unrealized +18.6%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $2,172 Shares 14,979 Est. Cost $101.30 Unrealized +40.5%
IVE ISHARES TR 0.5%
Value ($000) $2,124 Shares 13,807 Est. Cost $127.17 Unrealized
V VISA INC 0.5%
Value ($000) $2,039 Shares 8,866 Est. Cost $148.45 Unrealized +59.1%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $1,843 Shares 177,220 Est. Cost $11.42 Unrealized -11.6%
GOOG ALPHABET INC 0.4%
Value ($000) $1,830 Shares 13,883 Est. Cost $108.91 Unrealized +18.5%
TSLA TESLA INC 0.4%
Value ($000) $1,763 Shares 7,046 Est. Cost $250.54 Unrealized +2.5%
EEM ISHARES TR 0.4%
Value ($000) $1,751 Shares 46,146 Est. Cost $41.50 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,734 Shares 3,438 Est. Cost $244.19 Unrealized +92.4%
IJR ISHARES TR 0.4%
Value ($000) $1,701 Shares 18,030 Est. Cost $79.53 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $1,677 Shares 24,331 Est. Cost $64.32 Unrealized
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $1,660 Shares 4,000 Est. Cost $212.00 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $1,648 Shares 6,195 Est. Cost $267.95 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,594 Shares 3 Est. Cost $418594.80 Unrealized +28.8%
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value ($000) $1,577 Shares 16,650 Est. Cost $63.78 Unrealized +27.1%
DVY ISHARES TR 0.4%
Value ($000) $1,550 Shares 14,397 Est. Cost $97.66 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,549 Shares 13,171 Est. Cost $60.80 Unrealized +66.1%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $1,534 Shares 9,330 Est. Cost $131.16 Unrealized +27.8%
ADBE ADOBE INC 0.3%
Value ($000) $1,480 Shares 2,903 Est. Cost $282.06 Unrealized +86.0%
SSP SCRIPPS E W CO OHIO 0.3%
Value ($000) $1,451 Shares 264,795 Est. Cost $11.86 Unrealized -47.3%
UPST UPSTART HLDGS INC 0.3%
Value ($000) $1,427 Shares 50,000 Est. Cost $40.19 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,334 Shares 8,565 Est. Cost $134.58 Unrealized +13.9%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,305 Shares 29,427 Est. Cost $34.42 Unrealized +20.6%
IWD ISHARES TR 0.3%
Value ($000) $1,297 Shares 8,540 Est. Cost $163.44 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,245 Shares 3,297 Est. Cost $34.30 Unrealized +23.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,241 Shares 7,357 Est. Cost $92.84 Unrealized +57.0%
ITOT ISHARES TR 0.3%
Value ($000) $1,153 Shares 12,246 Est. Cost $84.43 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,150 Shares 2,035 Est. Cost $305.84 Unrealized +74.0%
BIP BROOKFIELD INFRAST PARTNERS 0.2%
Value ($000) $1,072 Shares 36,450 Est. Cost $42.62 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,046 Shares 1,947 Est. Cost $247.96 Unrealized +104.4%
NOW SERVICENOW INC 0.2%
Value ($000) $985 Shares 1,762 Est. Cost $67.94 Unrealized +67.9%
RJF RAYMOND JAMES FINL INC 0.2%
Value ($000) $918 Shares 9,141 Est. Cost $96.20 Unrealized +6.2%
DON WISDOMTREE TR 0.2%
Value ($000) $914 Shares 22,312 Est. Cost $43.45 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $876 Shares 7,312 Est. Cost $93.29 Unrealized +15.6%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $840 Shares 7,603 Est. Cost $62.79 Unrealized +41.2%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $839 Shares 2,341 Est. Cost $198.72 Unrealized
NKE NIKE INC 0.2%
Value ($000) $824 Shares 8,617 Est. Cost $78.14 Unrealized +25.7%
CQP CHENIERE ENERGY PARTNERS LP 0.2%
Value ($000) $810 Shares 14,948 Est. Cost $42.21 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $779 Shares 2,957 Est. Cost $224.83 Unrealized +19.9%
MRK MERCK & CO INC 0.2%
Value ($000) $773 Shares 7,509 Est. Cost $56.13 Unrealized +77.9%
PEP PEPSICO INC 0.2%
Value ($000) $757 Shares 4,470 Est. Cost $117.24 Unrealized +42.6%
SHV ISHARES TR 0.2%
Value ($000) $747 Shares 6,764 Est. Cost $110.47 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $735 Shares 2,432 Est. Cost $208.40 Unrealized +45.4%
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $727 Shares 3,092 Est. Cost $166.76 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $717 Shares 9,527 Est. Cost $75.52 Unrealized -1.5%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $698 Shares 3,257 Est. Cost $280.02 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $693 Shares 1,368 Est. Cost $359.15 Unrealized +47.3%
INTC INTEL CORP 0.2%
Value ($000) $690 Shares 19,423 Est. Cost $48.20 Unrealized -29.0%
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $687 Shares 8,555 Est. Cost $70.35 Unrealized
WMT WALMART INC 0.2%
Value ($000) $670 Shares 4,188 Est. Cost $51.81 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $669 Shares 3,436 Est. Cost $179.78 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $668 Shares 805 Est. Cost $44.51 Unrealized +88.7%
TIP ISHARES TR 0.2%
Value ($000) $651 Shares 6,276 Est. Cost $114.10 Unrealized
INTU INTUIT 0.1%
Value ($000) $635 Shares 1,242 Est. Cost $288.07 Unrealized +73.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $629 Shares 1,943 Est. Cost $181.51 Unrealized +73.7%
PFE PFIZER INC 0.1%
Value ($000) $622 Shares 18,748 Est. Cost $32.65 Unrealized -6.4%
PPG PPG INDS INC 0.1%
Value ($000) $621 Shares 4,783 Est. Cost $99.97 Unrealized +33.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $611 Shares 3,841 Est. Cost $163.97 Unrealized -3.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $608 Shares 2,449 Est. Cost $262.79 Unrealized -16.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $607 Shares 11,297 Est. Cost $40.08 Unrealized +25.5%
CRM SALESFORCE INC 0.1%
Value ($000) $606 Shares 2,990 Est. Cost $155.41 Unrealized +37.4%
KO COCA COLA CO 0.1%
Value ($000) $585 Shares 10,452 Est. Cost $46.07 Unrealized +20.9%
CSX CSX CORP 0.1%
Value ($000) $584 Shares 18,994 Est. Cost $30.15 Unrealized +1.5%
ORCL ORACLE CORP 0.1%
Value ($000) $584 Shares 5,512 Est. Cost $74.53 Unrealized +51.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $559 Shares 13,689 Est. Cost $36.10 Unrealized +12.7%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $555 Shares 2,514 Est. Cost $182.93 Unrealized +15.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $546 Shares 5,658 Est. Cost $87.34 Unrealized +4.4%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $544 Shares 1,564 Est. Cost $180.49 Unrealized +93.8%
REET ISHARES TR 0.1%
Value ($000) $526 Shares 24,868 Est. Cost $25.40 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $526 Shares 8,173 Est. Cost $50.98 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $520 Shares 2,642 Est. Cost $232.16 Unrealized -11.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $509 Shares 1,743 Est. Cost $283.49 Unrealized +10.2%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $490 Shares 1,340 Est. Cost $219.89 Unrealized +75.5%
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $477 Shares 18,046 Est. Cost $23.48 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $476 Shares 2,734 Est. Cost $121.81 Unrealized +45.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $466 Shares 8,135 Est. Cost $62.32 Unrealized +3.4%
NOBL PROSHARES TR 0.1%
Value ($000) $465 Shares 5,256 Est. Cost $79.96 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $462 Shares 364 Est. Cost $464.00 Unrealized +174.1%
IYW ISHARES TR 0.1%
Value ($000) $454 Shares 4,329 Est. Cost $131.42 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $449 Shares 3,740 Est. Cost $74.33 Unrealized +39.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $445 Shares 1,088 Est. Cost $341.07 Unrealized +21.7%
SNA SNAP ON INC 0.1%
Value ($000) $445 Shares 1,743 Est. Cost $194.01 Unrealized +30.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $434 Shares 1,412 Est. Cost $298.83 Unrealized +1.9%
IWS ISHARES TR 0.1%
Value ($000) $423 Shares 4,052 Est. Cost $91.35 Unrealized
RHI ROBERT HALF INC. 0.1%
Value ($000) $420 Shares 5,736 Est. Cost $106.67 Unrealized -28.9%
ASML ASML HOLDING N V 0.1%
Value ($000) $419 Shares 711 Est. Cost $636.91 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $414 Shares 7,090 Est. Cost $178.64 Unrealized -63.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $403 Shares 220 Est. Cost $36.38 Unrealized +7.2%
PSA PUBLIC STORAGE 0.1%
Value ($000) $402 Shares 1,524 Est. Cost $269.48 Unrealized -5.9%
LIN LINDE PLC 0.1%
Value ($000) $398 Shares 1,068 Est. Cost $327.19 Unrealized +12.8%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $396 Shares 909 Est. Cost $361.58 Unrealized +20.8%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $395 Shares 2,594 Est. Cost $116.76 Unrealized +33.6%
CVS CVS HEALTH CORP 0.1%
Value ($000) $384 Shares 5,498 Est. Cost $64.59 Unrealized -0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $383 Shares 1,404 Est. Cost $209.52 Unrealized +24.8%
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $379 Shares 5,058 Est. Cost $52.98 Unrealized +33.5%
BX BLACKSTONE INC 0.1%
Value ($000) $374 Shares 3,495 Est. Cost $85.24 Unrealized +14.3%
AON AON PLC 0.1%
Value ($000) $369 Shares 1,138 Est. Cost $303.19 Unrealized +7.3%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $366 Shares 5,844 Est. Cost $56.64 Unrealized +9.4%
PLD PROLOGIS INC. 0.1%
Value ($000) $363 Shares 3,239 Est. Cost $102.27 Unrealized +10.5%
XTN SPDR SER TR 0.1%
Value ($000) $360 Shares 4,800 Est. Cost $65.21 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $359 Shares 2,617 Est. Cost $119.68 Unrealized +15.4%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $357 Shares 11,527 Est. Cost $32.54 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $355 Shares 10,967 Est. Cost $36.66 Unrealized -20.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $353 Shares 2,331 Est. Cost $87.62 Unrealized +51.4%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $345 Shares 2,387 Est. Cost $191.04 Unrealized -16.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $345 Shares 3,136 Est. Cost $74.62 Unrealized +49.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $345 Shares 4,558 Est. Cost $80.21 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $339 Shares 4,539 Est. Cost $85.55 Unrealized
T AT&T INC 0.1%
Value ($000) $336 Shares 22,383 Est. Cost $15.45 Unrealized -16.1%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $332 Shares 3,424 Est. Cost $97.07 Unrealized +6.1%
DE DEERE & CO 0.1%
Value ($000) $331 Shares 878 Est. Cost $341.50 Unrealized +16.5%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $329 Shares 4,756 Est. Cost $76.21 Unrealized +5.4%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $328 Shares 3,625 Est. Cost $55.17 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $325 Shares 1,066 Est. Cost $308.27 Unrealized +12.1%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $321 Shares 104 Est. Cost $1877.68 Unrealized +58.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $320 Shares 1,731 Est. Cost $173.86 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $319 Shares 828 Est. Cost $328.49 Unrealized +16.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $315 Shares 2,247 Est. Cost $117.48 Unrealized +12.2%
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $313 Shares 3,424 Est. Cost $140.86 Unrealized -40.7%
F FORD MTR CO DEL 0.1%
Value ($000) $312 Shares 25,114 Est. Cost $7.51 Unrealized +47.7%
MARATHON OIL CORP 0.1%
Value ($000) $306 Shares 11,431 Est. Cost $8.89 Unrealized
DBI DESIGNER BRANDS INC 0.1%
Value ($000) $299 Shares 23,620 Est. Cost $11.30 Unrealized -13.3%
IYH ISHARES TR 0.1%
Value ($000) $291 Shares 1,076 Est. Cost $229.44 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $288 Shares 2,797 Est. Cost $82.63 Unrealized +31.4%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $287 Shares 1,758 Est. Cost $115.29 Unrealized +38.6%
UNP UNION PAC CORP 0.1%
Value ($000) $282 Shares 1,386 Est. Cost $174.21 Unrealized +18.3%
MS MORGAN STANLEY 0.1%
Value ($000) $281 Shares 3,444 Est. Cost $44.66 Unrealized +79.8%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $279 Shares 1,861 Est. Cost $94.56 Unrealized +58.7%
ETN EATON CORP PLC 0.1%
Value ($000) $276 Shares 1,295 Est. Cost $146.94 Unrealized +42.7%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $273 Shares 1,389 Est. Cost $123.70 Unrealized +56.9%
LOW LOWES COS INC 0.1%
Value ($000) $271 Shares 1,303 Est. Cost $186.64 Unrealized +15.2%
IYE ISHARES TR 0.1%
Value ($000) $265 Shares 5,595 Est. Cost $29.13 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $261 Shares 4,470 Est. Cost $46.08 Unrealized +18.1%
AMGN AMGEN INC 0.1%
Value ($000) $251 Shares 932 Est. Cost $231.86 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $250 Shares 1,434 Est. Cost $167.62 Unrealized +4.4%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $248 Shares 2,037 Est. Cost $137.87 Unrealized -7.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $246 Shares 4,240 Est. Cost $54.62 Unrealized -0.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $242 Shares 2,655 Est. Cost $88.67 Unrealized +4.3%
IEFA ISHARES TR 0.1%
Value ($000) $239 Shares 3,710 Est. Cost $64.35 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $237 Shares 983 Est. Cost $231.16 Unrealized 0.0%
KR KROGER CO 0.1%
Value ($000) $236 Shares 5,282 Est. Cost $45.00 Unrealized -0.8%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $232 Shares 8,250 Est. Cost $49.63 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $231 Shares 2,530 Est. Cost $85.52 Unrealized
WWD WOODWARD INC 0.1%
Value ($000) $224 Shares 1,802 Est. Cost $100.87 Unrealized +22.0%
AEO AMERICAN EAGLE OUTFITTERS IN 0.1%
Value ($000) $223 Shares 13,446 Est. Cost $13.73 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $221 Shares 8,079 Est. Cost $27.82 Unrealized 0.0%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $214 Shares 4,686 Est. Cost $46.55 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $212 Shares 4,462 Est. Cost $47.59 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $212 Shares 4,853 Est. Cost $48.15 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $211 Shares 1,525 Est. Cost $122.26 Unrealized +14.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $207 Shares 1,327 Est. Cost $126.78 Unrealized +19.6%
SYY SYSCO CORP 0.0%
Value ($000) $205 Shares 3,107 Est. Cost $68.31 Unrealized -1.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $204 Shares 3,869 Est. Cost $52.23 Unrealized +0.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $203 Shares 4,262 Est. Cost $25.77 Unrealized +79.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $203 Shares 1,480 Est. Cost $325.39 Unrealized -49.5%
C CITIGROUP INC 0.0%
Value ($000) $203 Shares 4,929 Est. Cost $53.55 Unrealized -24.4%
MSCI MSCI INC 0.0%
Value ($000) $202 Shares 394 Est. Cost $510.96 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $202 Shares 1,060 Est. Cost $170.44 Unrealized +8.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $201 Shares 457 Est. Cost $421.70 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $190 Shares 2,140 Est. Cost $85.34 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $184 Shares 2,089 Est. Cost $71.90 Unrealized +16.2%
BLFS BIOLIFE SOLUTIONS INC 0.0%
Value ($000) $166 Shares 11,999 Est. Cost $45.44 Unrealized -65.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $79 Shares 460 Est. Cost $171.45 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $16 Shares 338 Est. Cost $49.12 Unrealized 0.0%