Salomon & Ludwin, LLC Diversified Active

CIK: 0001766156 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 8, 2023

Total Value ($000): $789,043 (100.0% shares, 0.0% debt)

Holdings (163)

IVW ISHARES S&P 500 GROWTH ETF 8.8%
Value ($000) $69,478 Shares 1,187,654 Est. Cost $86.21 Unrealized
IVE ISHARES S&P 500 VALUE ETF 5.7%
Value ($000) $44,628 Shares 307,631 Est. Cost $102.08 Unrealized
VOO VANGUARD S&P 500 ETF 5.6%
Value ($000) $44,238 Shares 125,913 Est. Cost $224.68 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 5.3%
Value ($000) $41,743 Shares 335,444 Est. Cost $66.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 4.1%
Value ($000) $32,277 Shares 769,040 Est. Cost $37.17 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 3.5%
Value ($000) $27,698 Shares 114,505 Est. Cost $199.18 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 3.4%
Value ($000) $26,747 Shares 247,175 Est. Cost $79.00 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 2.9%
Value ($000) $22,548 Shares 216,247 Est. Cost $104.27 Unrealized
EFA ISHARES MSCI EAFE ETF 2.8%
Value ($000) $21,980 Shares 334,850 Est. Cost $61.54 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 2.7%
Value ($000) $21,420 Shares 313,619 Est. Cost $102.69 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.5%
Value ($000) $19,555 Shares 51,135 Est. Cost $347.72 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2.3%
Value ($000) $18,433 Shares 182,864 Est. Cost $114.15 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 2.3%
Value ($000) $17,781 Shares 130,888 Est. Cost $95.39 Unrealized
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $16,994 Shares 70,863 Est. Cost $239.39 Unrealized -2.2%
IWM ISHARES RUSSELL 2000 ETF 2.1%
Value ($000) $16,688 Shares 95,711 Est. Cost $145.47 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.9%
Value ($000) $14,820 Shares 156,590 Est. Cost $82.09 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 1.9%
Value ($000) $14,810 Shares 256,138 Est. Cost $57.82 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.8%
Value ($000) $14,062 Shares 108,870 Est. Cost $105.93 Unrealized
VUG VANGUARD GROWTH ETF 1.6%
Value ($000) $12,817 Shares 60,143 Est. Cost $204.61 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 1.6%
Value ($000) $12,578 Shares 607,926 Est. Cost $15.55 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.6%
Value ($000) $12,485 Shares 365,066 Est. Cost $26.58 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 1.5%
Value ($000) $11,908 Shares 110,188 Est. Cost $138.28 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 1.5%
Value ($000) $11,832 Shares 158,717 Est. Cost $54.40 Unrealized
AAPL APPLE INC COM 1.5%
Value ($000) $11,809 Shares 90,885 Est. Cost $140.68 Unrealized +0.0%
SDY SPDR S&P DIVIDEND ETF 1.4%
Value ($000) $11,213 Shares 89,629 Est. Cost $88.55 Unrealized
LLY LILLY ELI & CO COM 1.4%
Value ($000) $10,996 Shares 30,057 Est. Cost $250.17 Unrealized +38.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.2%
Value ($000) $9,267 Shares 198,437 Est. Cost $46.20 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $8,118 Shares 214,186 Est. Cost $39.63 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 1.0%
Value ($000) $7,773 Shares 79,144 Est. Cost $72.60 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $7,255 Shares 18,883 Est. Cost $382.21 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.9%
Value ($000) $7,170 Shares 196,108 Est. Cost $26.42 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.9%
Value ($000) $7,018 Shares 76,858 Est. Cost $106.93 Unrealized
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.8%
Value ($000) $6,103 Shares 66,482 Est. Cost $76.14 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.8%
Value ($000) $5,931 Shares 84,390 Est. Cost $52.67 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.7%
Value ($000) $5,711 Shares 76,947 Est. Cost $41.94 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.7%
Value ($000) $5,501 Shares 133,722 Est. Cost $30.57 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.7%
Value ($000) $5,184 Shares 23,668 Est. Cost $165.07 Unrealized
D DOMINION ENERGY INC COM 0.6%
Value ($000) $5,112 Shares 83,369 Est. Cost $61.85 Unrealized -13.3%
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $4,970 Shares 108,736 Est. Cost $37.24 Unrealized -5.9%
VTV VANGUARD VALUE ETF 0.6%
Value ($000) $4,834 Shares 34,435 Est. Cost $108.08 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.5%
Value ($000) $4,260 Shares 149,801 Est. Cost $24.53 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.5%
Value ($000) $4,067 Shares 22,269 Est. Cost $127.14 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.5%
Value ($000) $3,976 Shares 45,454 Est. Cost $59.98 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $3,777 Shares 8,529 Est. Cost $358.41 Unrealized
VB VANGUARD SMALL-CAP ETF 0.5%
Value ($000) $3,659 Shares 19,934 Est. Cost $180.60 Unrealized
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $3,597 Shares 35,543 Est. Cost $81.78 Unrealized -0.6%
VO VANGUARD MID-CAP ETF 0.4%
Value ($000) $3,380 Shares 16,585 Est. Cost $203.49 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $3,259 Shares 83,595 Est. Cost $38.98 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.4%
Value ($000) $3,109 Shares 9,734 Est. Cost $326.71 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $3,010 Shares 11,420 Est. Cost $221.15 Unrealized +10.9%
VT VANGUARD TOTAL WORLD STOCK ETF 0.4%
Value ($000) $2,982 Shares 34,595 Est. Cost $83.56 Unrealized
LOW LOWES COS INC COM 0.4%
Value ($000) $2,904 Shares 14,573 Est. Cost $187.58 Unrealized +0.3%
ORCL ORACLE CORP COM 0.3%
Value ($000) $2,353 Shares 28,792 Est. Cost $73.20 Unrealized 0.0%
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $2,209 Shares 18,218 Est. Cost $38.60 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $2,170 Shares 14,317 Est. Cost $133.86 Unrealized -3.0%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $2,149 Shares 12,168 Est. Cost $148.53 Unrealized +5.7%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.3%
Value ($000) $2,145 Shares 21,424 Est. Cost $100.14 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $1,952 Shares 7,921 Est. Cost $243.67 Unrealized -9.5%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $1,949 Shares 45,299 Est. Cost $39.69 Unrealized -6.6%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $1,889 Shares 7,614 Est. Cost $217.14 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $1,657 Shares 15,026 Est. Cost $72.46 Unrealized +32.9%
PRAA PRA GROUP INC COM 0.2%
Value ($000) $1,577 Shares 46,699 Est. Cost $31.78 Unrealized +3.7%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $1,567 Shares 30,924 Est. Cost $53.59 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.2%
Value ($000) $1,475 Shares 37,918 Est. Cost $37.92 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $1,447 Shares 8,008 Est. Cost $141.89 Unrealized +13.4%
KO COCA COLA CO COM 0.2%
Value ($000) $1,397 Shares 21,969 Est. Cost $54.98 Unrealized -0.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,332 Shares 6,215 Est. Cost $195.85 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $1,289 Shares 15,340 Est. Cost $126.27 Unrealized -21.8%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,191 Shares 7,370 Est. Cost $113.68 Unrealized +20.7%
NEU NEWMARKET CORP COM 0.1%
Value ($000) $1,119 Shares 3,598 Est. Cost $313.39 Unrealized -7.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $1,066 Shares 7,549 Est. Cost $146.65 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $1,026 Shares 9,338 Est. Cost $109.98 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $1,012 Shares 4,870 Est. Cost $208.78 Unrealized -5.7%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $1,011 Shares 1,970 Est. Cost $445.42 Unrealized +8.8%
HD HOME DEPOT INC COM 0.1%
Value ($000) $958 Shares 3,032 Est. Cost $296.30 Unrealized -5.1%
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $824 Shares 4,303 Est. Cost $191.57 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $821 Shares 4,575 Est. Cost $133.84 Unrealized +14.5%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $815 Shares 3,059 Est. Cost $302.33 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $814 Shares 4,257 Est. Cost $196.74 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $808 Shares 1,468 Est. Cost $548.18 Unrealized -4.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $808 Shares 7,848 Est. Cost $92.46 Unrealized -8.3%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $805 Shares 9,122 Est. Cost $110.20 Unrealized -14.4%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $793 Shares 5,912 Est. Cost $122.18 Unrealized -3.7%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $791 Shares 7,070 Est. Cost $99.15 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $779 Shares 7,095 Est. Cost $106.78 Unrealized -8.6%
NKE NIKE INC CL B 0.1%
Value ($000) $717 Shares 6,124 Est. Cost $110.95 Unrealized -14.1%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $703 Shares 23,685 Est. Cost $32.15 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $701 Shares 2,933 Est. Cost $219.85 Unrealized +4.2%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $694 Shares 3,986 Est. Cost $115.56 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $693 Shares 2,724 Est. Cost $236.12 Unrealized -5.5%
MRK MERCK & CO INC COM 0.1%
Value ($000) $689 Shares 6,206 Est. Cost $86.21 Unrealized +7.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $677 Shares 2,191 Est. Cost $285.96 Unrealized +3.9%
LAM RESEARCH CORP COM 0.1%
Value ($000) $667 Shares 1,587 Est. Cost $426.22 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $660 Shares 13,753 Est. Cost $47.99 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $648 Shares 9,914 Est. Cost $71.61 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $642 Shares 5,515 Est. Cost $58.36 Unrealized +82.4%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $617 Shares 1,164 Est. Cost $495.18 Unrealized +1.1%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $614 Shares 3,618 Est. Cost $175.54 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.1%
Value ($000) $608 Shares 9,388 Est. Cost $66.15 Unrealized
AUB ATLANTIC UN BANKSHARES CORP COM 0.1%
Value ($000) $600 Shares 17,061 Est. Cost $30.83 Unrealized -2.8%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $578 Shares 1,662 Est. Cost $335.50 Unrealized -3.6%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $563 Shares 6,738 Est. Cost $74.95 Unrealized -1.5%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $549 Shares 11,530 Est. Cost $43.91 Unrealized -5.6%
PFE PFIZER INC COM 0.1%
Value ($000) $545 Shares 10,628 Est. Cost $40.78 Unrealized -1.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $525 Shares 6,195 Est. Cost $89.56 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $523 Shares 3,442 Est. Cost $154.24 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $519 Shares 6,874 Est. Cost $50.59 Unrealized
MKL MARKEL CORP COM 0.1%
Value ($000) $515 Shares 391 Est. Cost $1226.88 Unrealized +0.8%
SON SONOCO PRODS CO COM 0.1%
Value ($000) $483 Shares 7,950 Est. Cost $49.85 Unrealized +6.4%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $469 Shares 14,172 Est. Cost $31.71 Unrealized 0.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $469 Shares 5,128 Est. Cost $91.64 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $469 Shares 1 Est. Cost $428128.38 Unrealized +4.8%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $456 Shares 5,143 Est. Cost $111.12 Unrealized -14.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $451 Shares 4,468 Est. Cost $81.90 Unrealized +7.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $445 Shares 6,966 Est. Cost $55.90 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $433 Shares 4,985 Est. Cost $134.73 Unrealized -30.6%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $416 Shares 911 Est. Cost $498.08 Unrealized -5.9%
SPDR S&P 600 SMALL CAP ETF 0.1%
Value ($000) $413 Shares 5,029 Est. Cost $63.43 Unrealized
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $410 Shares 4,200 Est. Cost $71.84 Unrealized +27.7%
SO SOUTHERN CO COM 0.1%
Value ($000) $409 Shares 5,726 Est. Cost $59.62 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $408 Shares 2,572 Est. Cost $158.80 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $400 Shares 3,314 Est. Cost $116.60 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $392 Shares 1,957 Est. Cost $200.54 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $392 Shares 5,814 Est. Cost $62.09 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $385 Shares 2,258 Est. Cost $130.84 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $382 Shares 14,450 Est. Cost $41.06 Unrealized -35.1%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $381 Shares 12,345 Est. Cost $27.60 Unrealized +12.3%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $365 Shares 9,278 Est. Cost $42.71 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $364 Shares 1,680 Est. Cost $121.78 Unrealized +109.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $351 Shares 5,261 Est. Cost $56.76 Unrealized +2.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $349 Shares 1,628 Est. Cost $165.92 Unrealized +7.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $337 Shares 3,545 Est. Cost $85.36 Unrealized -5.2%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $336 Shares 4,658 Est. Cost $84.23 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $307 Shares 4,264 Est. Cost $50.98 Unrealized +22.6%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $304 Shares 1,749 Est. Cost $162.18 Unrealized -8.7%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $303 Shares 3,881 Est. Cost $60.88 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $302 Shares 4,870 Est. Cost $61.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $297 Shares 2,110 Est. Cost $116.59 Unrealized +5.5%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $294 Shares 2,174 Est. Cost $135.24 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $294 Shares 4,134 Est. Cost $62.26 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $288 Shares 7,104 Est. Cost $36.38 Unrealized +11.4%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $288 Shares 3,361 Est. Cost $55.11 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $271 Shares 2,567 Est. Cost $105.52 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $269 Shares 6,112 Est. Cost $31.74 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $260 Shares 1,714 Est. Cost $120.85 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $247 Shares 1,298 Est. Cost $163.57 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $247 Shares 13,421 Est. Cost $15.08 Unrealized +0.1%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $244 Shares 2,222 Est. Cost $97.97 Unrealized +11.1%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $243 Shares 5,894 Est. Cost $39.58 Unrealized +3.2%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $243 Shares 1,013 Est. Cost $206.59 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $242 Shares 3,170 Est. Cost $68.97 Unrealized +7.2%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $240 Shares 6,079 Est. Cost $35.76 Unrealized -14.0%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $233 Shares 1,151 Est. Cost $183.74 Unrealized +8.3%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $231 Shares 3,100 Est. Cost $73.23 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $226 Shares 6,848 Est. Cost $32.96 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $222 Shares 3,083 Est. Cost $65.23 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $220 Shares 2,662 Est. Cost $82.73 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $220 Shares 2,357 Est. Cost $85.94 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $214 Shares 392 Est. Cost $495.16 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $213 Shares 3,024 Est. Cost $65.66 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $209 Shares 3,429 Est. Cost $80.69 Unrealized -32.7%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $0 Shares 800 Est. Cost $347.72 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 100 Est. Cost $66.14 Unrealized