Inscription Capital, LLC Diversified Active

CIK: 0001767868 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $349,807 (100.0% shares, 0.0% debt)

Holdings (191)

SPY SPDR S&P 500 ETF (trust Unit Ser 1 S&P) 8.3%
Value ($000) $29,081 Shares 64,196 Est. Cost $411.36 Unrealized
VT Vanguard Intl Equity (index Fund Inc Total World STK Index Fund ETF SHS) 6.0%
Value ($000) $21,049 Shares 207,811 Est. Cost $100.51 Unrealized
AAPL Apple Inc 5.5%
Value ($000) $19,230 Shares 110,129 Est. Cost $123.18 Unrealized +33.8%
GSLC GS Large Cap Multi-Factor ETF 4.5%
Value ($000) $15,643 Shares 175,685 Est. Cost $86.22 Unrealized
IGOV iShares International TRSRY BND ETF 3.6%
Value ($000) $12,714 Shares 273,723 Est. Cost $50.24 Unrealized
BND Vanguard BD Index FD (inc Total BD Market Etf) 3.6%
Value ($000) $12,490 Shares 157,027 Est. Cost $83.21 Unrealized
MSFT Microsoft Corp 2.9%
Value ($000) $10,213 Shares 33,126 Est. Cost $219.08 Unrealized +33.0%
QUAL iShares Quality Factor ETF 2.8%
Value ($000) $9,696 Shares 72,023 Est. Cost $131.92 Unrealized
AMZN Amazon.Com Inc 1.9%
Value ($000) $6,667 Shares 2,045 Est. Cost $151.07 Unrealized +2.3%
VTI Vanguard Index FDS (vanguard Total STK MKT Etf) 1.8%
Value ($000) $6,241 Shares 27,412 Est. Cost $209.49 Unrealized
GSG iShares S&P Gsci Commodity Indxd ETF 1.7%
Value ($000) $5,987 Shares 264,320 Est. Cost $17.68 Unrealized
Veritex Holdings Inc 1.5%
Value ($000) $5,257 Shares 137,732 Est. Cost $38.86 Unrealized
CVX Chevron 1.5%
Value ($000) $5,162 Shares 31,700 Est. Cost $87.92 Unrealized +39.6%
GOOG Alphabet Inc Cap STK 1.3%
Value ($000) $4,427 Shares 1,585 Est. Cost $100.31 Unrealized +34.5%
iShares Gold TR (ishares New) 1.2%
Value ($000) $4,315 Shares 117,156 Est. Cost $36.83 Unrealized
WMT WalMart Inc Com 1.1%
Value ($000) $3,968 Shares 26,544 Est. Cost $42.59 Unrealized +4.7%
JNJ Johnson & Johnson 1.1%
Value ($000) $3,774 Shares 21,293 Est. Cost $140.11 Unrealized +8.3%
PEP Pepsico Inc 1.0%
Value ($000) $3,651 Shares 21,810 Est. Cost $118.27 Unrealized +25.5%
MCD McDonalds Corp 1.0%
Value ($000) $3,380 Shares 13,669 Est. Cost $199.40 Unrealized +14.2%
ECL Ecolab Inc 1.0%
Value ($000) $3,351 Shares 18,926 Est. Cost $208.54 Unrealized -13.9%
Allegiance 1.0%
Value ($000) $3,351 Shares 75,000 Est. Cost $42.07 Unrealized
TGT Target Corp Com 1.0%
Value ($000) $3,331 Shares 15,698 Est. Cost $198.64 Unrealized -3.7%
EMB iShares TR JP Mor Em (MK Etf) 0.9%
Value ($000) $3,205 Shares 32,787 Est. Cost $106.11 Unrealized
HD Home Depot Inc 0.9%
Value ($000) $3,121 Shares 10,425 Est. Cost $258.77 Unrealized +21.3%
GOOGL Alphabet Inc 0.9%
Value ($000) $3,068 Shares 1,103 Est. Cost $107.40 Unrealized +25.5%
NVDA Nvidia Corp 0.9%
Value ($000) $2,986 Shares 10,944 Est. Cost $22.77 Unrealized +9.9%
PG Procter And Gamble 0.8%
Value ($000) $2,924 Shares 19,134 Est. Cost $115.92 Unrealized +22.6%
UNH Unitedhealth Group 0.8%
Value ($000) $2,861 Shares 5,610 Est. Cost $330.03 Unrealized +36.7%
BlackRock Inc 0.8%
Value ($000) $2,802 Shares 3,667 Est. Cost $779.43 Unrealized
GS Goldman Sachs Group Inc 0.8%
Value ($000) $2,791 Shares 8,454 Est. Cost $223.14 Unrealized +43.3%
RTX Raytheon Technologies 0.7%
Value ($000) $2,611 Shares 26,354 Est. Cost $72.11 Unrealized +20.3%
ABBV Abbvie Inc Com 0.7%
Value ($000) $2,567 Shares 15,837 Est. Cost $81.13 Unrealized +55.8%
CSCO Cisco SYS Inc Com 0.7%
Value ($000) $2,564 Shares 45,978 Est. Cost $44.92 Unrealized +11.9%
MRK Merck & Co Inc New 0.7%
Value ($000) $2,523 Shares 30,482 Est. Cost $65.07 Unrealized +7.3%
USMV iShares Min Vol Factor ETF 0.7%
Value ($000) $2,512 Shares 32,387 Est. Cost $72.22 Unrealized
BX Blackstone Group Inc/The CMN Class A 0.7%
Value ($000) $2,509 Shares 19,762 Est. Cost $51.47 Unrealized +108.3%
KMI Kinder Morgan 0.7%
Value ($000) $2,464 Shares 130,324 Est. Cost $13.22 Unrealized +7.3%
COMB Graniteshares Bloomberg Commodity Broad Strategy No K-1 ETF 0.7%
Value ($000) $2,423 Shares 75,509 Est. Cost $30.49 Unrealized
CAT Caterpillar Inc (delaware) CMN 0.7%
Value ($000) $2,380 Shares 10,679 Est. Cost $173.43 Unrealized +12.7%
DIS Disney Walt Co 0.7%
Value ($000) $2,373 Shares 17,303 Est. Cost $150.22 Unrealized -6.0%
JPM JPMorgan Chase & Co 0.6%
Value ($000) $2,238 Shares 16,419 Est. Cost $138.39 Unrealized -3.4%
IJR iShares Core S&P (small-Cap Etf) 0.6%
Value ($000) $2,223 Shares 20,604 Est. Cost $105.98 Unrealized
BKNG Booking Holdings Inc 0.6%
Value ($000) $2,186 Shares 931 Est. Cost $2216.20 Unrealized +3.7%
V Visa Inc Com CL A 0.6%
Value ($000) $2,177 Shares 9,817 Est. Cost $209.59 Unrealized +0.2%
KO Coca Cola Co 0.6%
Value ($000) $2,122 Shares 33,985 Est. Cost $45.20 Unrealized +19.6%
PB Prosperity Bancshares, Inc. CMN 0.6%
Value ($000) $2,097 Shares 29,994 Est. Cost $62.78 Unrealized +2.8%
SBUX Starbucks Corp Com 0.6%
Value ($000) $2,034 Shares 22,364 Est. Cost $90.25 Unrealized -4.8%
BAC Bank Of America Corp CMN 0.6%
Value ($000) $2,001 Shares 48,546 Est. Cost $35.53 Unrealized +14.9%
MLPA Global X FDS GLBL X (MLP Etf) 0.5%
Value ($000) $1,816 Shares 45,054 Est. Cost $35.27 Unrealized
MTUM iShares Edge MSCI (usa Momentum Factor Etf) 0.5%
Value ($000) $1,787 Shares 10,622 Est. Cost $175.62 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $1,669 Shares 20,205 Est. Cost $50.89 Unrealized +33.4%
XLK Sector SPDR TR SHS (ben Int Technology) 0.5%
Value ($000) $1,651 Shares 10,386 Est. Cost $126.17 Unrealized
NKE Nike Inc Class B 0.5%
Value ($000) $1,628 Shares 12,072 Est. Cost $93.82 Unrealized +40.6%
AMGN Amgen Inc. CMN 0.5%
Value ($000) $1,584 Shares 6,549 Est. Cost $204.95 Unrealized -0.8%
MDT Medtronic PLC 0.4%
Value ($000) $1,548 Shares 13,877 Est. Cost $103.84 Unrealized -9.8%
TSLA Tesla Inc 0.4%
Value ($000) $1,475 Shares 1,369 Est. Cost $188.03 Unrealized +65.7%
HON Honeywell Intl Inc 0.4%
Value ($000) $1,464 Shares 7,525 Est. Cost $146.31 Unrealized +16.4%
MUB iShares National Muni Bond 0.4%
Value ($000) $1,388 Shares 12,659 Est. Cost $114.68 Unrealized
GSIE Goldman Sachs ETF TR (activebeta Int) 0.4%
Value ($000) $1,388 Shares 42,393 Est. Cost $34.19 Unrealized
GLD SPDR Gold TR Gold (SHS) 0.4%
Value ($000) $1,367 Shares 7,565 Est. Cost $175.53 Unrealized
IBM Intl Business Mach 0.4%
Value ($000) $1,359 Shares 10,452 Est. Cost $107.72 Unrealized +4.1%
BA Boeing Co 0.4%
Value ($000) $1,321 Shares 6,900 Est. Cost $232.24 Unrealized -13.6%
ACN Accenture PLC CLS A 0.4%
Value ($000) $1,319 Shares 3,910 Est. Cost $274.67 Unrealized +16.0%
PFF iShares TR S&P US (PFD STK) 0.4%
Value ($000) $1,274 Shares 34,977 Est. Cost $38.82 Unrealized
META Facebook Inc Com 0.4%
Value ($000) $1,245 Shares 5,600 Est. Cost $254.00 Unrealized -2.3%
TMO Thermo Fisher 0.4%
Value ($000) $1,230 Shares 2,081 Est. Cost $394.75 Unrealized +43.9%
XLV Select Sector SPDR (TR Health Care Formerly Consumer SVCS To 06/24/2002) 0.4%
Value ($000) $1,229 Shares 8,975 Est. Cost $120.35 Unrealized
OXY Occidental Petroleum 0.3%
Value ($000) $1,211 Shares 21,300 Est. Cost $26.73 Unrealized +56.2%
UPST Upstart Holdings, Inc. CMN 0.3%
Value ($000) $1,200 Shares 11,000 Est. Cost $165.11 Unrealized -30.2%
UNP Union Pacific Corp 0.3%
Value ($000) $1,159 Shares 4,242 Est. Cost $162.94 Unrealized +41.5%
F Ford MTR Co Del 0.3%
Value ($000) $1,082 Shares 63,979 Est. Cost $14.55 Unrealized 0.0%
DGX Quest Diagnostics Inc 0.3%
Value ($000) $1,063 Shares 7,770 Est. Cost $135.11 Unrealized -4.4%
NEE Nextera Energy Inc 0.3%
Value ($000) $1,016 Shares 11,989 Est. Cost $62.33 Unrealized +15.6%
VHT Vanguard Sector (index FDS Vanguard Health Care Vipers) 0.3%
Value ($000) $1,005 Shares 3,951 Est. Cost $253.96 Unrealized
PFE Pfizer Inc 0.3%
Value ($000) $992 Shares 19,152 Est. Cost $34.71 Unrealized +22.4%
PSX Phillips 66 Com 0.3%
Value ($000) $968 Shares 11,200 Est. Cost $65.97 Unrealized +10.4%
BNDW Vanguard Total World Bond ETF IV 0.3%
Value ($000) $960 Shares 12,954 Est. Cost $79.84 Unrealized
CRM Salesforce Com Inc 0.3%
Value ($000) $938 Shares 4,419 Est. Cost $200.70 Unrealized +5.9%
BRK/B Berkshire Hathaway Inc. Class B 0.3%
Value ($000) $934 Shares 2,646 Est. Cost $270.67 Unrealized +19.5%
PM Philip Morris Intl 0.3%
Value ($000) $911 Shares 9,575 Est. Cost $70.69 Unrealized +17.1%
DGRO iShares Dividend Growth ETF 0.3%
Value ($000) $900 Shares 16,852 Est. Cost $41.56 Unrealized
CB Chubb Limited Com 0.3%
Value ($000) $884 Shares 4,119 Est. Cost $141.11 Unrealized +36.7%
AGG iShares Core US Aggregate Bond ETF 0.3%
Value ($000) $882 Shares 8,238 Est. Cost $114.76 Unrealized
VZ Verizon 0.2%
Value ($000) $863 Shares 16,938 Est. Cost $41.48 Unrealized +0.0%
EOG Eog Resources Inc CMN 0.2%
Value ($000) $857 Shares 7,187 Est. Cost $58.97 Unrealized +58.5%
TYL Tyler Technologies Inc 0.2%
Value ($000) $847 Shares 1,904 Est. Cost $504.91 Unrealized -11.0%
FLOT iShares Floating Rate Bond 0.2%
Value ($000) $833 Shares 16,490 Est. Cost $50.83 Unrealized
SPHY SPDR Portfolio High Yield BND ETF 0.2%
Value ($000) $827 Shares 32,939 Est. Cost $26.36 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value ($000) $822 Shares 5,210 Est. Cost $147.04 Unrealized
PLBY PLBY Group Inc Com 0.2%
Value ($000) $820 Shares 62,675 Est. Cost $26.88 Unrealized -37.4%
VEA Vanguard FTSE (developed Market Etf) 0.2%
Value ($000) $806 Shares 16,786 Est. Cost $50.43 Unrealized
GEM GS Emerging Markets Multi-Factor ETF 0.2%
Value ($000) $801 Shares 23,630 Est. Cost $37.09 Unrealized
NOBL ProShares Trust S&P (500 Divid Aristocrats Etf) 0.2%
Value ($000) $777 Shares 8,187 Est. Cost $76.88 Unrealized
HCA Hca Holdings Inc 0.2%
Value ($000) $765 Shares 3,051 Est. Cost $235.34 Unrealized +3.1%
TXN Texas Instruments 0.2%
Value ($000) $758 Shares 4,130 Est. Cost $150.99 Unrealized +4.2%
IUSG iShares Core (S&P US Growth Etf) 0.2%
Value ($000) $740 Shares 7,000 Est. Cost $102.43 Unrealized
PFGC Performance Food Group Company 0.2%
Value ($000) $738 Shares 14,500 Est. Cost $45.95 Unrealized +6.6%
INTC Intel Corp 0.2%
Value ($000) $732 Shares 14,765 Est. Cost $52.37 Unrealized -11.8%
QQQ Invesco QQQ Trust 0.2%
Value ($000) $728 Shares 2,007 Est. Cost $376.36 Unrealized
SUB iShares Short-Term Muni Bond 0.2%
Value ($000) $699 Shares 6,685 Est. Cost $107.55 Unrealized
MAR Marriott International Inc Class A 0.2%
Value ($000) $690 Shares 3,925 Est. Cost $138.40 Unrealized +15.8%
Cyberark Softwre LTD F 0.2%
Value ($000) $675 Shares 4,000 Est. Cost $157.75 Unrealized
FFIN First Fincl Bankshares Inc 0.2%
Value ($000) $655 Shares 14,800 Est. Cost $43.33 Unrealized +1.6%
VXF Vanguard Extended (markets Index Fund) 0.2%
Value ($000) $651 Shares 3,930 Est. Cost $182.60 Unrealized
BNDX Vanguard Total Internatl BND ETF IV 0.2%
Value ($000) $646 Shares 12,325 Est. Cost $56.55 Unrealized
Arista Networks Inc 0.2%
Value ($000) $640 Shares 4,608 Est. Cost $192.05 Unrealized
LULU Lululemon Athletica 0.2%
Value ($000) $595 Shares 1,628 Est. Cost $398.66 Unrealized -18.4%
MO Altria Group Inc 0.2%
Value ($000) $590 Shares 11,094 Est. Cost $30.82 Unrealized +20.5%
IEFA iShares Trust Core (msci EAFE Etf) 0.2%
Value ($000) $588 Shares 8,466 Est. Cost $74.33 Unrealized
IYR iShares (u S Real Estate Etf) 0.2%
Value ($000) $575 Shares 5,310 Est. Cost $102.45 Unrealized
LUV Southwest Airlines Co 0.2%
Value ($000) $571 Shares 12,462 Est. Cost $46.48 Unrealized -12.0%
FANG Diamondback Energy 0.2%
Value ($000) $551 Shares 4,023 Est. Cost $77.27 Unrealized +39.3%
HSY The Hershey Company 0.2%
Value ($000) $544 Shares 2,511 Est. Cost $133.87 Unrealized +37.7%
ROK Rockwell Automation 0.2%
Value ($000) $536 Shares 1,915 Est. Cost $284.68 Unrealized -5.8%
IEMG iShares Inc Core (msci Emerging MKTS Etf) 0.1%
Value ($000) $524 Shares 9,430 Est. Cost $60.91 Unrealized
QQQM Invesco Exch Traded (FD TR II Nasdaq 100 Etf) 0.1%
Value ($000) $516 Shares 3,465 Est. Cost $147.19 Unrealized
United States Natural Gas Etv 0.1%
Value ($000) $513 Shares 26,003 Est. Cost $12.50 Unrealized
Vertex Energy Inc 0.1%
Value ($000) $507 Shares 51,000 Est. Cost $5.66 Unrealized
HDV iShares Trust (ishares Core High Dividend) 0.1%
Value ($000) $504 Shares 4,719 Est. Cost $98.45 Unrealized
VOO Vanguard Index FD ETF 0.1%
Value ($000) $498 Shares 1,200 Est. Cost $407.85 Unrealized
USB US Bancorp 0.1%
Value ($000) $496 Shares 9,247 Est. Cost $47.93 Unrealized -0.2%
TIP iShares TIPS Bond (etf) 0.1%
Value ($000) $495 Shares 3,972 Est. Cost $126.29 Unrealized
APPS Digital Turbine Inc 0.1%
Value ($000) $482 Shares 11,000 Est. Cost $57.40 Unrealized -21.4%
GIS General Mills Inc CMN 0.1%
Value ($000) $463 Shares 6,830 Est. Cost $52.76 Unrealized +11.4%
Walgreens Boots 0.1%
Value ($000) $451 Shares 10,071 Est. Cost $47.78 Unrealized
MRSH Marsh & Mclennan Cos 0.1%
Value ($000) $447 Shares 2,625 Est. Cost $145.74 Unrealized +2.0%
XLF Sector SPDR TR SHS (ben Int Financial) 0.1%
Value ($000) $446 Shares 11,639 Est. Cost $36.66 Unrealized
Draftkings Inc Com 0.1%
Value ($000) $437 Shares 22,424 Est. Cost $35.70 Unrealized
INTF iShares Edge MSCI (multifactor International Etf) 0.1%
Value ($000) $435 Shares 15,715 Est. Cost $29.01 Unrealized
DHR Danaher Corp Com 0.1%
Value ($000) $430 Shares 1,464 Est. Cost $207.71 Unrealized +18.3%
SIZE iShares Trust MSCI (usa Size Factor Etf) 0.1%
Value ($000) $420 Shares 3,220 Est. Cost $128.07 Unrealized
COP Conocophillips CMN 0.1%
Value ($000) $419 Shares 4,179 Est. Cost $48.90 Unrealized +62.9%
CMCSA Comcast Corp New 0.1%
Value ($000) $417 Shares 8,910 Est. Cost $42.37 Unrealized +1.1%
GSSC GS Small Cap Multi-Factor ETF 0.1%
Value ($000) $409 Shares 6,605 Est. Cost $63.05 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $408 Shares 7,637 Est. Cost $59.69 Unrealized -10.4%
RPM RPM Intl Inc 0.1%
Value ($000) $407 Shares 5,000 Est. Cost $84.21 Unrealized +1.9%
FDX Fedex Corporation 0.1%
Value ($000) $406 Shares 1,750 Est. Cost $247.16 Unrealized -12.6%
Canadian Pacific 0.1%
Value ($000) $405 Shares 4,906 Est. Cost $72.16 Unrealized
DTE Dte Energy Co Com 0.1%
Value ($000) $399 Shares 3,000 Est. Cost $101.29 Unrealized +5.5%
PNC PNC Financial Services Group, CMN 0.1%
Value ($000) $390 Shares 2,115 Est. Cost $174.29 Unrealized -0.1%
VLUE iShares TR MSCI USA (value) 0.1%
Value ($000) $387 Shares 3,700 Est. Cost $100.62 Unrealized
ADBE Adobe SYS Inc 0.1%
Value ($000) $386 Shares 848 Est. Cost $408.47 Unrealized +17.8%
LOW Lowes Cos Inc Com 0.1%
Value ($000) $385 Shares 1,906 Est. Cost $171.00 Unrealized +24.8%
AZN Astrazeneca PLC ADR 0.1%
Value ($000) $370 Shares 5,582 Est. Cost $60.01 Unrealized
BCE Bce Inc Com New 0.1%
Value ($000) $366 Shares 6,600 Est. Cost $37.13 Unrealized +7.7%
DEO Diageo ADR Each Repr 0.1%
Value ($000) $366 Shares 1,773 Est. Cost $175.41 Unrealized
VUG Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) 0.1%
Value ($000) $362 Shares 1,259 Est. Cost $292.45 Unrealized
ORCL Oracle Corporation CMN 0.1%
Value ($000) $357 Shares 4,310 Est. Cost $69.09 Unrealized +11.4%
QCOM Qualcomm Inc 0.1%
Value ($000) $347 Shares 2,272 Est. Cost $122.15 Unrealized +25.7%
ED Consolidated Edison Inc 0.1%
Value ($000) $341 Shares 3,600 Est. Cost $68.63 Unrealized +10.2%
SO The Southern Co. CMN 0.1%
Value ($000) $335 Shares 4,618 Est. Cost $53.77 Unrealized +9.2%
UPS United Parcel SVC 0.1%
Value ($000) $331 Shares 1,544 Est. Cost $153.70 Unrealized +15.3%
KIM Kimco RLTY Corp 0.1%
Value ($000) $322 Shares 13,038 Est. Cost $17.58 Unrealized +14.6%
SU Suncor Energy Com 0.1%
Value ($000) $317 Shares 9,717 Est. Cost $16.77 Unrealized +52.1%
BMY Bristol Myers Squibb 0.1%
Value ($000) $315 Shares 4,280 Est. Cost $52.34 Unrealized +8.6%
ICE Intercontinental Exchange 0.1%
Value ($000) $311 Shares 2,355 Est. Cost $114.20 Unrealized +7.3%
NSC Norfolk Southern Corp 0.1%
Value ($000) $309 Shares 1,085 Est. Cost $243.16 Unrealized +4.0%
CNC Centene Corp Del 0.1%
Value ($000) $305 Shares 3,625 Est. Cost $66.82 Unrealized +22.7%
VWO Vanguard Intl Equity (index Fund Inc FTSE Emerging Markets Etf) 0.1%
Value ($000) $305 Shares 6,603 Est. Cost $48.99 Unrealized
NEAR iShares Short Maturity Bond ETF 0.1%
Value ($000) $288 Shares 5,800 Est. Cost $50.17 Unrealized
OGE Oge Energy Corp (holding Co) CMN 0.1%
Value ($000) $285 Shares 7,000 Est. Cost $34.53 Unrealized +9.8%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $277 Shares 2,395 Est. Cost $231.25 Unrealized -42.6%
MMM 3M Company 0.1%
Value ($000) $267 Shares 1,793 Est. Cost $136.51 Unrealized -16.1%
GE General Electric Co 0.1%
Value ($000) $262 Shares 2,860 Est. Cost $61.53 Unrealized -4.9%
ABT Abbott Laboratories CMN 0.1%
Value ($000) $257 Shares 2,169 Est. Cost $118.69 Unrealized -2.8%
EPAM Epam SYS Inc Com 0.1%
Value ($000) $253 Shares 852 Est. Cost $588.43 Unrealized -33.3%
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond 0.1%
Value ($000) $251 Shares 5,242 Est. Cost $51.96 Unrealized
LLY Eli Lilly & Co CMN 0.1%
Value ($000) $245 Shares 854 Est. Cost $243.85 Unrealized +1.9%
AR Antero Resources Corp 0.1%
Value ($000) $244 Shares 8,000 Est. Cost $22.45 Unrealized 0.0%
INTU Intuit Com 0.1%
Value ($000) $240 Shares 500 Est. Cost $421.44 Unrealized +18.5%
XOP SPDR Ser TR S&P (oilgas Exp) 0.1%
Value ($000) $238 Shares 1,770 Est. Cost $134.46 Unrealized
EL Estee Lauder Companies Inc 0.1%
Value ($000) $238 Shares 872 Est. Cost $305.14 Unrealized -7.5%
SHOP Shopify Inc Com NPV 0.1%
Value ($000) $226 Shares 334 Est. Cost $118.81 Unrealized -30.9%
SPT Sprout Social, Inc. CMN 0.1%
Value ($000) $224 Shares 2,800 Est. Cost $108.60 Unrealized -36.9%
MKC McCormick &co Inc 0.1%
Value ($000) $224 Shares 2,246 Est. Cost $77.71 Unrealized +15.3%
BDX Becton Dickinson Co 0.1%
Value ($000) $223 Shares 840 Est. Cost $215.92 Unrealized +11.6%
TRV Travelers Companies 0.1%
Value ($000) $223 Shares 1,221 Est. Cost $158.80 Unrealized 0.0%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $217 Shares 3,440 Est. Cost $55.31 Unrealized +6.0%
Brookfield Asset Management Inc Class A 0.1%
Value ($000) $213 Shares 3,760 Est. Cost $53.46 Unrealized
Linde PLC 0.1%
Value ($000) $211 Shares 662 Est. Cost $345.92 Unrealized
WTW Willis Towers Watson 0.1%
Value ($000) $209 Shares 881 Est. Cost $209.64 Unrealized +3.6%
ZION Zions Bancorporation 0.1%
Value ($000) $206 Shares 3,136 Est. Cost $68.41 Unrealized 0.0%
RIG Transocean Limited 0.1%
Value ($000) $206 Shares 45,000 Est. Cost $3.80 Unrealized 0.0%
STZ Constellation Brands Inc 0.1%
Value ($000) $205 Shares 890 Est. Cost $212.48 Unrealized +1.6%
GDX Vaneck Vectors ETF (TR Gold Miners Etf) 0.1%
Value ($000) $205 Shares 5,348 Est. Cost $29.41 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $203 Shares 352 Est. Cost $488.10 Unrealized +2.6%
SYY Sysco Corp 0.1%
Value ($000) $201 Shares 2,450 Est. Cost $72.65 Unrealized 0.0%
QQQJ Invesco Exch Traded (FD TR II Nasdaqnxtgen100) 0.1%
Value ($000) $201 Shares 6,908 Est. Cost $33.01 Unrealized
Eaton Vance TX MGD (div Eq Incm Com) 0.0%
Value ($000) $154 Shares 11,000 Est. Cost $13.93 Unrealized
Oasis Petroleum Inc 0.0%
Value ($000) $121 Shares 569,972 Est. Cost $0.21 Unrealized
SMMT Summit Therapeutics 0.0%
Value ($000) $42 Shares 17,000 Est. Cost $7.18 Unrealized -64.9%