Salomon & Ludwin, LLC Diversified Active

CIK: 0001766156 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 24, 2023

Total Value ($000): $939,817 (100.0% shares, 0.0% debt)

Holdings (172)

IVW ISHARES S&P 500 GROWTH ETF 8.9%
Value ($000) $84,069 Shares 1,192,802 Est. Cost $86.21 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 6.5%
Value ($000) $61,040 Shares 351,089 Est. Cost $70.45 Unrealized
VOO VANGUARD S&P 500 ETF 5.5%
Value ($000) $52,007 Shares 127,694 Est. Cost $226.33 Unrealized
IVE ISHARES S&P 500 VALUE ETF 5.4%
Value ($000) $50,542 Shares 313,555 Est. Cost $102.58 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 4.1%
Value ($000) $38,934 Shares 374,221 Est. Cost $104.19 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3.8%
Value ($000) $35,374 Shares 765,994 Est. Cost $37.17 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 3.2%
Value ($000) $29,818 Shares 114,037 Est. Cost $199.18 Unrealized
EFA ISHARES MSCI EAFE ETF 2.9%
Value ($000) $27,078 Shares 373,495 Est. Cost $62.63 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 2.7%
Value ($000) $25,787 Shares 243,112 Est. Cost $79.00 Unrealized
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $24,013 Shares 70,514 Est. Cost $239.39 Unrealized +28.3%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 2.5%
Value ($000) $23,619 Shares 314,922 Est. Cost $102.69 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.4%
Value ($000) $22,962 Shares 51,800 Est. Cost $347.72 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 2.1%
Value ($000) $19,847 Shares 116,880 Est. Cost $109.70 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2.1%
Value ($000) $19,664 Shares 183,549 Est. Cost $114.15 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.0%
Value ($000) $19,227 Shares 102,668 Est. Cost $148.05 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 2.0%
Value ($000) $18,846 Shares 141,991 Est. Cost $98.20 Unrealized
AAPL APPLE INC COM 1.9%
Value ($000) $17,886 Shares 92,208 Est. Cost $141.34 Unrealized +21.7%
VUG VANGUARD GROWTH ETF 1.8%
Value ($000) $16,973 Shares 59,984 Est. Cost $204.61 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 1.7%
Value ($000) $16,025 Shares 277,586 Est. Cost $57.81 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.7%
Value ($000) $15,600 Shares 156,543 Est. Cost $82.09 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.5%
Value ($000) $13,738 Shares 407,527 Est. Cost $27.26 Unrealized
LLY LILLY ELI & CO COM 1.4%
Value ($000) $13,573 Shares 28,941 Est. Cost $250.17 Unrealized +64.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 1.4%
Value ($000) $12,689 Shares 110,405 Est. Cost $138.28 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 1.3%
Value ($000) $12,589 Shares 169,725 Est. Cost $55.70 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 1.2%
Value ($000) $11,378 Shares 591,970 Est. Cost $15.55 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.2%
Value ($000) $10,863 Shares 101,780 Est. Cost $106.71 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 1.1%
Value ($000) $10,755 Shares 214,162 Est. Cost $50.23 Unrealized
SDY SPDR S&P DIVIDEND ETF 1.1%
Value ($000) $10,695 Shares 87,247 Est. Cost $88.55 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $9,700 Shares 196,798 Est. Cost $46.20 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 1.0%
Value ($000) $9,465 Shares 88,190 Est. Cost $75.89 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $9,286 Shares 234,728 Est. Cost $39.62 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $8,370 Shares 18,778 Est. Cost $382.21 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.8%
Value ($000) $7,426 Shares 78,098 Est. Cost $106.80 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.7%
Value ($000) $6,727 Shares 23,754 Est. Cost $166.28 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.7%
Value ($000) $6,474 Shares 190,363 Est. Cost $26.42 Unrealized
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.6%
Value ($000) $6,036 Shares 64,525 Est. Cost $76.14 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.6%
Value ($000) $5,936 Shares 82,971 Est. Cost $52.67 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.6%
Value ($000) $5,890 Shares 76,306 Est. Cost $41.94 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.6%
Value ($000) $5,480 Shares 130,328 Est. Cost $30.57 Unrealized
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $4,920 Shares 108,612 Est. Cost $37.24 Unrealized -1.8%
VTV VANGUARD VALUE ETF 0.5%
Value ($000) $4,752 Shares 33,443 Est. Cost $108.08 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.5%
Value ($000) $4,509 Shares 21,938 Est. Cost $127.14 Unrealized
D DOMINION ENERGY INC COM 0.5%
Value ($000) $4,353 Shares 84,049 Est. Cost $61.85 Unrealized -23.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.5%
Value ($000) $4,304 Shares 9,734 Est. Cost $326.71 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.4%
Value ($000) $4,145 Shares 143,959 Est. Cost $24.53 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $4,091 Shares 8,542 Est. Cost $358.41 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,032 Shares 49,673 Est. Cost $61.82 Unrealized
VB VANGUARD SMALL-CAP ETF 0.4%
Value ($000) $3,952 Shares 19,869 Est. Cost $180.60 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $3,888 Shares 32,644 Est. Cost $75.47 Unrealized +33.0%
VO VANGUARD MID-CAP ETF 0.4%
Value ($000) $3,542 Shares 16,087 Est. Cost $203.49 Unrealized
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $3,448 Shares 35,323 Est. Cost $81.78 Unrealized +3.3%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $3,411 Shares 11,430 Est. Cost $221.15 Unrealized +23.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $3,390 Shares 83,326 Est. Cost $38.98 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $3,195 Shares 14,155 Est. Cost $187.58 Unrealized +5.4%
VT VANGUARD TOTAL WORLD STOCK ETF 0.3%
Value ($000) $3,163 Shares 32,612 Est. Cost $83.56 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value ($000) $2,238 Shares 22,243 Est. Cost $100.16 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $2,163 Shares 14,257 Est. Cost $133.86 Unrealized +5.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $2,026 Shares 15,540 Est. Cost $126.11 Unrealized -9.5%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $2,011 Shares 12,149 Est. Cost $148.53 Unrealized +0.2%
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $1,998 Shares 17,700 Est. Cost $38.60 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $1,926 Shares 20,980 Est. Cost $91.78 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $1,913 Shares 31,355 Est. Cost $53.61 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $1,862 Shares 7,604 Est. Cost $217.14 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $1,796 Shares 7,921 Est. Cost $243.67 Unrealized -17.8%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $1,763 Shares 58,086 Est. Cost $36.86 Unrealized -26.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,705 Shares 6,196 Est. Cost $195.85 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.2%
Value ($000) $1,664 Shares 38,515 Est. Cost $37.96 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $1,485 Shares 8,020 Est. Cost $141.89 Unrealized +20.2%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $1,421 Shares 13,250 Est. Cost $72.46 Unrealized +37.5%
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $1,400 Shares 12,676 Est. Cost $110.11 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $1,323 Shares 21,969 Est. Cost $54.98 Unrealized +4.3%
NEU NEWMARKET CORP COM 0.1%
Value ($000) $1,279 Shares 3,180 Est. Cost $313.39 Unrealized +18.6%
V VISA INC COM CL A 0.1%
Value ($000) $1,199 Shares 5,050 Est. Cost $209.55 Unrealized +7.1%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $1,116 Shares 9,323 Est. Cost $110.31 Unrealized +3.6%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $1,110 Shares 3,004 Est. Cost $302.33 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $1,103 Shares 7,370 Est. Cost $146.65 Unrealized
PRAA PRA GROUP INC COM 0.1%
Value ($000) $1,067 Shares 46,699 Est. Cost $31.78 Unrealized -12.8%
LAM RESEARCH CORP COM 0.1%
Value ($000) $1,020 Shares 1,587 Est. Cost $426.22 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,017 Shares 15,619 Est. Cost $49.78 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,016 Shares 3,270 Est. Cost $294.57 Unrealized -6.2%
ABBV ABBVIE INC COM 0.1%
Value ($000) $992 Shares 7,360 Est. Cost $113.68 Unrealized +17.6%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $863 Shares 1,942 Est. Cost $445.42 Unrealized -0.6%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $856 Shares 5,883 Est. Cost $122.18 Unrealized +6.1%
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $836 Shares 4,300 Est. Cost $191.57 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $825 Shares 7,070 Est. Cost $99.15 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $817 Shares 7,495 Est. Cost $106.50 Unrealized -4.7%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $808 Shares 3,986 Est. Cost $115.56 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $793 Shares 4,446 Est. Cost $176.18 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $784 Shares 24,095 Est. Cost $32.15 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $766 Shares 1,468 Est. Cost $548.18 Unrealized -2.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $733 Shares 2,151 Est. Cost $285.96 Unrealized +14.1%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $721 Shares 10,057 Est. Cost $71.57 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $711 Shares 6,166 Est. Cost $86.21 Unrealized +21.2%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $709 Shares 2,684 Est. Cost $236.12 Unrealized +2.5%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $692 Shares 4,400 Est. Cost $133.84 Unrealized +7.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $689 Shares 1,434 Est. Cost $489.48 Unrealized -5.0%
NKE NIKE INC CL B 0.1%
Value ($000) $676 Shares 6,124 Est. Cost $110.95 Unrealized +0.3%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.1%
Value ($000) $656 Shares 9,532 Est. Cost $66.15 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value ($000) $655 Shares 11,159 Est. Cost $58.66 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $654 Shares 1,662 Est. Cost $335.50 Unrealized +10.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $650 Shares 7,248 Est. Cost $92.46 Unrealized -7.9%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $644 Shares 5,519 Est. Cost $58.36 Unrealized +88.3%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $613 Shares 5,064 Est. Cost $111.12 Unrealized +3.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $610 Shares 6,238 Est. Cost $89.56 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $597 Shares 11,530 Est. Cost $43.91 Unrealized +3.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $578 Shares 7,134 Est. Cost $81.08 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $567 Shares 2,580 Est. Cost $219.85 Unrealized -7.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $559 Shares 3,442 Est. Cost $154.24 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $524 Shares 2,379 Est. Cost $196.74 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $518 Shares 1 Est. Cost $428128.38 Unrealized +16.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $499 Shares 6,874 Est. Cost $50.59 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.1%
Value ($000) $498 Shares 17,605 Est. Cost $28.29 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $496 Shares 6,678 Est. Cost $74.95 Unrealized -6.6%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $490 Shares 911 Est. Cost $498.08 Unrealized -2.2%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $469 Shares 7,950 Est. Cost $49.85 Unrealized +8.4%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $468 Shares 2,258 Est. Cost $130.84 Unrealized
AUB ATLANTIC UN BANKSHARES CORP COM 0.0%
Value ($000) $462 Shares 17,820 Est. Cost $30.91 Unrealized -18.6%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $458 Shares 4,200 Est. Cost $71.84 Unrealized +36.0%
INTC INTEL CORP COM 0.0%
Value ($000) $453 Shares 13,540 Est. Cost $41.06 Unrealized -25.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $438 Shares 6,967 Est. Cost $55.90 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $434 Shares 11,177 Est. Cost $38.84 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $433 Shares 4,847 Est. Cost $134.73 Unrealized -31.3%
META META PLATFORMS INC CL A 0.0%
Value ($000) $425 Shares 1,482 Est. Cost $169.12 Unrealized +44.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $425 Shares 5,814 Est. Cost $62.09 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $417 Shares 1,813 Est. Cost $200.54 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $407 Shares 4,156 Est. Cost $81.90 Unrealized +12.7%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $403 Shares 14,048 Est. Cost $31.71 Unrealized -16.1%
SO SOUTHERN CO COM 0.0%
Value ($000) $402 Shares 5,726 Est. Cost $59.62 Unrealized +9.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $389 Shares 2,349 Est. Cost $158.80 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $384 Shares 5,261 Est. Cost $56.76 Unrealized +20.8%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $381 Shares 9,278 Est. Cost $42.71 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $375 Shares 3,314 Est. Cost $116.60 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $371 Shares 10,104 Est. Cost $40.78 Unrealized -18.5%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $368 Shares 266 Est. Cost $1226.88 Unrealized +9.3%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $364 Shares 1,631 Est. Cost $123.19 Unrealized +59.1%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $363 Shares 4,719 Est. Cost $84.09 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $338 Shares 1,628 Est. Cost $165.92 Unrealized +5.8%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $337 Shares 3,100 Est. Cost $73.23 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $335 Shares 4,134 Est. Cost $62.26 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $317 Shares 1,763 Est. Cost $160.56 Unrealized -0.9%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $310 Shares 4,870 Est. Cost $61.95 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $308 Shares 6,112 Est. Cost $31.74 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $305 Shares 1,700 Est. Cost $162.18 Unrealized -4.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $302 Shares 3,742 Est. Cost $76.20 Unrealized +1.7%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $301 Shares 3,881 Est. Cost $60.88 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $301 Shares 3,361 Est. Cost $55.11 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $298 Shares 3,545 Est. Cost $85.36 Unrealized -6.3%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $298 Shares 2,156 Est. Cost $135.24 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $290 Shares 4,159 Est. Cost $50.98 Unrealized +24.0%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $287 Shares 12,345 Est. Cost $27.60 Unrealized -12.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $282 Shares 2,110 Est. Cost $116.59 Unrealized +1.3%
BA BOEING CO COM 0.0%
Value ($000) $274 Shares 1,298 Est. Cost $163.57 Unrealized +27.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $265 Shares 305 Est. Cost $68.73 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $265 Shares 2,222 Est. Cost $97.97 Unrealized +10.6%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $262 Shares 1,714 Est. Cost $120.85 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $255 Shares 2,332 Est. Cost $99.69 Unrealized -3.8%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $252 Shares 928 Est. Cost $183.74 Unrealized +34.8%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $252 Shares 552 Est. Cost $433.83 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $249 Shares 1,011 Est. Cost $206.59 Unrealized +3.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $245 Shares 5,750 Est. Cost $39.58 Unrealized -4.9%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $240 Shares 6,987 Est. Cost $32.98 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $237 Shares 538 Est. Cost $36.83 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $231 Shares 3,338 Est. Cost $64.30 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $225 Shares 909 Est. Cost $190.64 Unrealized +13.3%
HAS HASBRO INC COM 0.0%
Value ($000) $222 Shares 3,429 Est. Cost $52.00 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $222 Shares 2,991 Est. Cost $68.97 Unrealized -0.6%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $216 Shares 2,662 Est. Cost $82.73 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $214 Shares 5,751 Est. Cost $35.76 Unrealized -12.8%
T AT&T INC COM 0.0%
Value ($000) $211 Shares 13,230 Est. Cost $15.08 Unrealized -2.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $208 Shares 486 Est. Cost $379.54 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $204 Shares 3,112 Est. Cost $65.65 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $202 Shares 2,035 Est. Cost $97.26 Unrealized 0.0%