NICOLET ADVISORY SERVICES, LLC Diversified Active

CIK: 0001775863 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 27, 2020

Total Value ($000): $643,576 (100.0% shares, 0.0% debt)

Holdings (179)

SPYG SPDR SER TR 15.2%
Value ($000) $97,961 Shares 1,954,922 Est. Cost $37.85 Unrealized
SPYV SPDR SER TR 14.2%
Value ($000) $91,528 Shares 3,030,717 Est. Cost $29.67 Unrealized
BND VANGUARD BD INDEX FDS 13.9%
Value ($000) $89,540 Shares 1,014,958 Est. Cost $86.59 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 7.1%
Value ($000) $45,814 Shares 1,120,146 Est. Cost $39.02 Unrealized
ITOT ISHARES TR 2.9%
Value ($000) $18,707 Shares 247,805 Est. Cost $64.37 Unrealized
BSV VANGUARD BD INDEX FDS 2.2%
Value ($000) $14,198 Shares 170,956 Est. Cost $82.47 Unrealized
VO VANGUARD INDEX FDS 2.1%
Value ($000) $13,717 Shares 77,820 Est. Cost $158.06 Unrealized
IEMG ISHARES INC 2.0%
Value ($000) $13,135 Shares 248,777 Est. Cost $47.91 Unrealized
VUG VANGUARD INDEX FDS 1.9%
Value ($000) $12,406 Shares 54,506 Est. Cost $156.42 Unrealized
SPAB SPDR SER TR 1.9%
Value ($000) $12,176 Shares 395,183 Est. Cost $28.62 Unrealized
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $10,726 Shares 77,171 Est. Cost $83.91 Unrealized +38.7%
SPDW SPDR INDEX SHS FDS 1.5%
Value ($000) $9,818 Shares 335,550 Est. Cost $29.25 Unrealized
TDTF FLEXSHARES TR 1.5%
Value ($000) $9,803 Shares 356,212 Est. Cost $26.09 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $9,533 Shares 82,315 Est. Cost $87.98 Unrealized +20.4%
WEC WEC ENERGY GROUP INC 1.3%
Value ($000) $8,311 Shares 85,771 Est. Cost $63.12 Unrealized +23.7%
BBHY J P MORGAN EXCHANGE-TRADED F 1.2%
Value ($000) $7,708 Shares 154,163 Est. Cost $50.45 Unrealized
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $7,536 Shares 72,105 Est. Cost $107.63 Unrealized
HYG ISHARES TR 1.1%
Value ($000) $6,868 Shares 81,861 Est. Cost $81.60 Unrealized
SHM SPDR SER TR 1.0%
Value ($000) $6,617 Shares 132,676 Est. Cost $48.50 Unrealized
JPMORGAN CHASE & CO 0.9%
Value ($000) $5,503 Shares 510,449 Est. Cost $12.86 Unrealized
TFI SPDR SER TR 0.8%
Value ($000) $5,387 Shares 103,743 Est. Cost $49.38 Unrealized
SPTM SPDR SER TR 0.8%
Value ($000) $5,374 Shares 131,417 Est. Cost $35.40 Unrealized
SPSB SPDR SER TR 0.8%
Value ($000) $5,338 Shares 170,163 Est. Cost $30.58 Unrealized
AMLP ALPS ETF TR 0.8%
Value ($000) $5,168 Shares 258,679 Est. Cost $24.12 Unrealized
SCZ ISHARES TR 0.8%
Value ($000) $5,128 Shares 86,931 Est. Cost $52.62 Unrealized
IGF ISHARES TR 0.8%
Value ($000) $5,105 Shares 132,314 Est. Cost $37.66 Unrealized
SPMD SPDR SER TR 0.7%
Value ($000) $4,805 Shares 147,272 Est. Cost $33.65 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $4,798 Shares 31,199 Est. Cost $150.66 Unrealized
REET ISHARES TR 0.6%
Value ($000) $4,018 Shares 191,065 Est. Cost $20.91 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $3,774 Shares 39,200 Est. Cost $89.31 Unrealized -4.3%
IVV ISHARES TR 0.6%
Value ($000) $3,568 Shares 10,617 Est. Cost $287.60 Unrealized
SPEM SPDR INDEX SHS FDS 0.5%
Value ($000) $2,979 Shares 81,480 Est. Cost $35.76 Unrealized
GII SPDR INDEX SHS FDS 0.5%
Value ($000) $2,968 Shares 66,782 Est. Cost $52.79 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,841 Shares 13,509 Est. Cost $126.29 Unrealized +59.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,517 Shares 11,818 Est. Cost $208.56 Unrealized -1.9%
GWX SPDR INDEX SHS FDS 0.4%
Value ($000) $2,502 Shares 82,419 Est. Cost $30.25 Unrealized
JNK SPDR SER TR 0.4%
Value ($000) $2,404 Shares 23,053 Est. Cost $104.77 Unrealized
IMMUNOMEDICS INC 0.4%
Value ($000) $2,366 Shares 27,830 Est. Cost $34.10 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $2,321 Shares 737 Est. Cost $87.07 Unrealized +81.1%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $2,315 Shares 17,991 Est. Cost $109.91 Unrealized
SJNK SPDR SER TR 0.3%
Value ($000) $2,236 Shares 86,421 Est. Cost $27.25 Unrealized
MGK VANGUARD WORLD FD 0.3%
Value ($000) $1,949 Shares 10,510 Est. Cost $126.48 Unrealized
T AT&T INC 0.3%
Value ($000) $1,753 Shares 61,477 Est. Cost $15.35 Unrealized +1.4%
KO COCA COLA CO 0.3%
Value ($000) $1,744 Shares 35,333 Est. Cost $42.33 Unrealized -3.6%
WMT WALMART INC 0.3%
Value ($000) $1,727 Shares 12,342 Est. Cost $32.44 Unrealized +27.4%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,709 Shares 39,522 Est. Cost $41.72 Unrealized
RWO SPDR INDEX SHS FDS 0.3%
Value ($000) $1,664 Shares 42,138 Est. Cost $50.02 Unrealized
GUNR FLEXSHARES TR 0.3%
Value ($000) $1,637 Shares 58,959 Est. Cost $24.64 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $1,604 Shares 15,413 Est. Cost $99.79 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $1,595 Shares 10,833 Est. Cost $104.80 Unrealized +22.9%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1,462 Shares 9,902 Est. Cost $98.18 Unrealized +25.8%
AOR ISHARES TR 0.2%
Value ($000) $1,341 Shares 27,694 Est. Cost $44.85 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,324 Shares 3,086 Est. Cost $99.56 Unrealized +18.6%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $1,320 Shares 104,634 Est. Cost $16.59 Unrealized -35.6%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,291 Shares 10,405 Est. Cost $118.53 Unrealized +3.0%
HEARTLAND FINL USA INC 0.2%
Value ($000) $1,261 Shares 42,050 Est. Cost $33.44 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,233 Shares 8,898 Est. Cost $99.00 Unrealized +16.3%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,229 Shares 8,252 Est. Cost $115.05 Unrealized +10.4%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $1,229 Shares 6,824 Est. Cost $142.81 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $1,182 Shares 9,341 Est. Cost $113.60 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,171 Shares 34,101 Est. Cost $51.83 Unrealized -37.6%
AON AON PLC 0.2%
Value ($000) $980 Shares 4,750 Est. Cost $178.56 Unrealized +7.4%
IWF ISHARES TR 0.2%
Value ($000) $966 Shares 4,455 Est. Cost $153.05 Unrealized
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $918 Shares 24,460 Est. Cost $46.20 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $872 Shares 12,117 Est. Cost $79.55 Unrealized -16.4%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $841 Shares 4,941 Est. Cost $145.03 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $829 Shares 7,616 Est. Cost $69.56 Unrealized +32.8%
AOM ISHARES TR 0.1%
Value ($000) $821 Shares 19,991 Est. Cost $38.58 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $807 Shares 15,989 Est. Cost $50.15 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $802 Shares 546 Est. Cost $60.97 Unrealized +24.2%
PFE PFIZER INC 0.1%
Value ($000) $801 Shares 21,818 Est. Cost $27.53 Unrealized -1.5%
OSK OSHKOSH CORP 0.1%
Value ($000) $797 Shares 10,840 Est. Cost $66.64 Unrealized +5.6%
BIL SPDR SER TR 0.1%
Value ($000) $770 Shares 8,410 Est. Cost $91.61 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $737 Shares 1,670 Est. Cost $267.32 Unrealized +52.4%
AMGN AMGEN INC 0.1%
Value ($000) $736 Shares 2,896 Est. Cost $157.35 Unrealized +33.2%
AOA ISHARES TR 0.1%
Value ($000) $721 Shares 12,438 Est. Cost $51.10 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $686 Shares 3,127 Est. Cost $164.19 Unrealized +10.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $662 Shares 1,975 Est. Cost $267.25 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $648 Shares 5,324 Est. Cost $95.14 Unrealized -1.3%
HD HOME DEPOT INC 0.1%
Value ($000) $625 Shares 2,250 Est. Cost $167.82 Unrealized +41.6%
COUNTY BANCORP INC 0.1%
Value ($000) $614 Shares 32,685 Est. Cost $17.76 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $607 Shares 7,315 Est. Cost $61.83 Unrealized +6.6%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $605 Shares 2,815 Est. Cost $179.71 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $590 Shares 9,887 Est. Cost $46.82 Unrealized +12.7%
UNP UNION PAC CORP 0.1%
Value ($000) $584 Shares 2,965 Est. Cost $140.51 Unrealized +17.3%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $568 Shares 2,727 Est. Cost $148.80 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $560 Shares 9,728 Est. Cost $54.61 Unrealized -1.7%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $555 Shares 6,862 Est. Cost $85.69 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $548 Shares 6,257 Est. Cost $61.99 Unrealized +23.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $540 Shares 9,083 Est. Cost $39.50 Unrealized +7.8%
BFC BANK FIRST CORP 0.1%
Value ($000) $538 Shares 9,166 Est. Cost $54.08 Unrealized +3.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $524 Shares 13,302 Est. Cost $39.36 Unrealized -5.8%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $523 Shares 4,801 Est. Cost $93.28 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $504 Shares 16,505 Est. Cost $17.13 Unrealized +53.9%
INTC INTEL CORP 0.1%
Value ($000) $491 Shares 9,482 Est. Cost $48.05 Unrealized -3.2%
NKE NIKE INC 0.1%
Value ($000) $479 Shares 3,819 Est. Cost $80.36 Unrealized +24.0%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $479 Shares 19,895 Est. Cost $23.93 Unrealized -8.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $478 Shares 12,364 Est. Cost $29.11 Unrealized -6.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $473 Shares 3,199 Est. Cost $112.84 Unrealized +29.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $464 Shares 5,236 Est. Cost $67.24 Unrealized -0.8%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $437 Shares 8,465 Est. Cost $37.13 Unrealized +18.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $436 Shares 5,813 Est. Cost $57.43 Unrealized +2.5%
GOOGL ALPHABET INC 0.1%
Value ($000) $426 Shares 291 Est. Cost $62.81 Unrealized +20.4%
FS KKR CAP CORP II 0.1%
Value ($000) $412 Shares 27,984 Est. Cost $13.46 Unrealized
PLXS PLEXUS CORP 0.1%
Value ($000) $405 Shares 5,728 Est. Cost $57.74 Unrealized +27.0%
META FACEBOOK INC 0.1%
Value ($000) $403 Shares 1,540 Est. Cost $161.68 Unrealized +58.4%
DLN WISDOMTREE TR 0.1%
Value ($000) $400 Shares 4,125 Est. Cost $92.91 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $393 Shares 8,505 Est. Cost $33.41 Unrealized +12.6%
RVTY PERKINELMER INC 0.1%
Value ($000) $392 Shares 3,121 Est. Cost $88.58 Unrealized +28.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $388 Shares 3,854 Est. Cost $56.37 Unrealized +52.9%
AOK ISHARES TR 0.1%
Value ($000) $386 Shares 10,376 Est. Cost $35.06 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $375 Shares 9,523 Est. Cost $33.88 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $372 Shares 3,981 Est. Cost $85.34 Unrealized
BMI BADGER METER INC 0.1%
Value ($000) $366 Shares 5,600 Est. Cost $52.45 Unrealized +16.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $365 Shares 515 Est. Cost $171.34 Unrealized +31.0%
BA BOEING CO 0.1%
Value ($000) $355 Shares 2,149 Est. Cost $349.73 Unrealized -51.3%
IWP ISHARES TR 0.1%
Value ($000) $352 Shares 2,037 Est. Cost $137.01 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $339 Shares 2,046 Est. Cost $98.27 Unrealized +42.3%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $331 Shares 2,216 Est. Cost $113.92 Unrealized +11.3%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $329 Shares 32,814 Est. Cost $11.35 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $328 Shares 2,775 Est. Cost $119.34 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $320 Shares 13,611 Est. Cost $38.70 Unrealized -43.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $311 Shares 811 Est. Cost $244.50 Unrealized +34.6%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $302 Shares 2,871 Est. Cost $104.12 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $293 Shares 1,800 Est. Cost $121.76 Unrealized +33.4%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $292 Shares 4,996 Est. Cost $54.02 Unrealized -14.4%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $291 Shares 1,427 Est. Cost $172.51 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $289 Shares 10,560 Est. Cost $30.23 Unrealized
DE DEERE & CO 0.0%
Value ($000) $289 Shares 1,304 Est. Cost $143.68 Unrealized +25.1%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $288 Shares 851 Est. Cost $276.76 Unrealized +14.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $287 Shares 1,035 Est. Cost $43.00 Unrealized +40.2%
USB US BANCORP DEL 0.0%
Value ($000) $286 Shares 7,966 Est. Cost $37.83 Unrealized -23.5%
DBEF DBX ETF TR 0.0%
Value ($000) $275 Shares 9,000 Est. Cost $31.23 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $270 Shares 4,697 Est. Cost $42.69 Unrealized +13.8%
FBIZ FIRST BUS FINL SVCS INC WIS 0.0%
Value ($000) $270 Shares 18,862 Est. Cost $17.44 Unrealized -23.1%
CRM SALESFORCE COM INC 0.0%
Value ($000) $255 Shares 1,014 Est. Cost $169.39 Unrealized +27.7%
MMM 3M CO 0.0%
Value ($000) $252 Shares 1,571 Est. Cost $128.58 Unrealized -14.2%
EFA ISHARES TR 0.0%
Value ($000) $251 Shares 3,943 Est. Cost $55.08 Unrealized
INVESCO QQQ TR 0.0%
Value ($000) $246 Shares 884 Est. Cost $248.52 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $244 Shares 7,949 Est. Cost $29.79 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $241 Shares 2,233 Est. Cost $106.14 Unrealized
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $239 Shares 9,666 Est. Cost $21.31 Unrealized +21.2%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $238 Shares 810 Est. Cost $212.20 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $237 Shares 573 Est. Cost $355.71 Unrealized +7.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $236 Shares 3,777 Est. Cost $47.48 Unrealized +18.9%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $228 Shares 2,249 Est. Cost $112.41 Unrealized
MTW MANITOWOC CO INC 0.0%
Value ($000) $226 Shares 26,854 Est. Cost $9.95 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $226 Shares 3,271 Est. Cost $51.14 Unrealized +12.5%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $224 Shares 719 Est. Cost $201.48 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $224 Shares 1,928 Est. Cost $111.25 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $216 Shares 1,964 Est. Cost $98.52 Unrealized -10.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $212 Shares 876 Est. Cost $197.74 Unrealized +9.6%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $211 Shares 9,683 Est. Cost $16.13 Unrealized +22.8%
V VISA INC 0.0%
Value ($000) $210 Shares 1,050 Est. Cost $179.82 Unrealized +6.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $203 Shares 1,217 Est. Cost $81.62 Unrealized +43.7%
SO SOUTHERN CO 0.0%
Value ($000) $203 Shares 3,738 Est. Cost $40.53 Unrealized +7.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $201 Shares 1,134 Est. Cost $172.19 Unrealized -4.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $200 Shares 12,687 Est. Cost $14.74 Unrealized
BP BP PLC 0.0%
Value ($000) $178 Shares 10,204 Est. Cost $43.14 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $154 Shares 284 Est. Cost $11.60 Unrealized 0.0%
OSBC OLD SECOND BANCORP INC ILL 0.0%
Value ($000) $151 Shares 20,210 Est. Cost $12.79 Unrealized -41.9%
F FORD MTR CO DEL 0.0%
Value ($000) $141 Shares 21,128 Est. Cost $5.88 Unrealized -12.6%
GENERAL ELECTRIC CO 0.0%
Value ($000) $141 Shares 22,581 Est. Cost $8.99 Unrealized
WELBILT INC 0.0%
Value ($000) $130 Shares 21,052 Est. Cost $16.37 Unrealized
CONTANGO OIL & GAS CO 0.0%
Value ($000) $113 Shares 84,602 Est. Cost $1.50 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $111 Shares 12,627 Est. Cost $4.51 Unrealized +91.7%
MEC MAYVILLE ENGINEERING CO INC 0.0%
Value ($000) $103 Shares 11,247 Est. Cost $6.13 Unrealized +37.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $92 Shares 600 Est. Cost $11.60 Unrealized 0.0%
NOK NOKIA CORP 0.0%
Value ($000) $79 Shares 20,195 Est. Cost $3.08 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $57 Shares 22,555 Est. Cost $2.53 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $56 Shares 10,362 Est. Cost $5.67 Unrealized
GENPREX INC 0.0%
Value ($000) $50 Shares 15,000 Est. Cost $3.33 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $43 Shares 10,475 Est. Cost $6.08 Unrealized
VISTAGEN THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.70 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $3 Shares 1,100 Est. Cost $87.98 Unrealized +20.4%
AMZN AMAZON COM INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $87.07 Unrealized +81.1%
TSLA TESLA INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $99.56 Unrealized +18.6%
MSFT MICROSOFT CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $126.29 Unrealized +59.0%
TSLA TESLA INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $99.56 Unrealized +18.6%