Meridian Wealth Partners, LLC Diversified Active

CIK: 0001781942 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $168,056 (100.0% shares, 0.0% debt)

Holdings (184)

SCHO SCHWAB STRATEGIC TR 17.6%
Value ($000) $29,570 Shares 571,622 Est. Cost $50.64 Unrealized
MUB ISHARES TR 12.9%
Value ($000) $21,675 Shares 191,797 Est. Cost $113.79 Unrealized
AGG ISHARES TR 11.9%
Value ($000) $19,959 Shares 173,002 Est. Cost $115.37 Unrealized
SCHX SCHWAB STRATEGIC TR 9.1%
Value ($000) $15,281 Shares 249,486 Est. Cost $76.81 Unrealized
IXUS ISHARES TR 5.1%
Value ($000) $8,588 Shares 182,681 Est. Cost $61.90 Unrealized
SCHB SCHWAB STRATEGIC TR 4.7%
Value ($000) $7,897 Shares 130,680 Est. Cost $76.88 Unrealized
USMV ISHARES TR 4.0%
Value ($000) $6,707 Shares 124,179 Est. Cost $64.76 Unrealized
SCHM SCHWAB STRATEGIC TR 3.5%
Value ($000) $5,872 Shares 139,284 Est. Cost $59.87 Unrealized
QUAL ISHARES TR 3.2%
Value ($000) $5,454 Shares 67,294 Est. Cost $81.05 Unrealized
SCHF SCHWAB STRATEGIC TR 2.8%
Value ($000) $4,749 Shares 183,794 Est. Cost $33.63 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.7%
Value ($000) $4,524 Shares 134,844 Est. Cost $44.34 Unrealized
IWM ISHARES TR 1.7%
Value ($000) $2,841 Shares 24,823 Est. Cost $114.45 Unrealized
VTI VANGUARD INDEX FDS 1.4%
Value ($000) $2,418 Shares 18,757 Est. Cost $158.49 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $1,979 Shares 48,251 Est. Cost $47.27 Unrealized
SUB ISHARES TR 1.1%
Value ($000) $1,876 Shares 17,646 Est. Cost $106.76 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $1,625 Shares 6,288 Est. Cost $273.60 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $1,387 Shares 5,457 Est. Cost $62.71 Unrealized +13.3%
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $1,164 Shares 40,545 Est. Cost $44.70 Unrealized -18.0%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $1,043 Shares 3,078 Est. Cost $324.81 Unrealized +3.1%
HD HOME DEPOT INC 0.6%
Value ($000) $929 Shares 4,975 Est. Cost $194.99 Unrealized -2.5%
MRBK MERIDIAN BK PAOLI PA 0.5%
Value ($000) $801 Shares 58,524 Est. Cost $7.15 Unrealized +0.3%
ITOT ISHARES TR 0.5%
Value ($000) $788 Shares 13,769 Est. Cost $57.23 Unrealized
TXN TEXAS INSTRS INC 0.4%
Value ($000) $652 Shares 6,524 Est. Cost $103.71 Unrealized -2.0%
CBU COMMUNITY BK SYS INC 0.4%
Value ($000) $642 Shares 10,916 Est. Cost $55.58 Unrealized -2.6%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $617 Shares 13,724 Est. Cost $57.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $611 Shares 3,343 Est. Cost $217.10 Unrealized -2.1%
MSFT MICROSOFT CORP 0.4%
Value ($000) $610 Shares 3,867 Est. Cost $139.76 Unrealized +11.9%
VEA VANGUARD TAX-MANAGED INTL FD 0.4%
Value ($000) $608 Shares 18,248 Est. Cost $42.99 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $606 Shares 7,676 Est. Cost $75.30 Unrealized +0.0%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $469 Shares 5,494 Est. Cost $83.84 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $465 Shares 9,019 Est. Cost $75.63 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $447 Shares 11,777 Est. Cost $52.07 Unrealized -19.2%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $417 Shares 1,618 Est. Cost $292.46 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $392 Shares 1,600 Est. Cost $246.86 Unrealized +5.8%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $389 Shares 7,159 Est. Cost $53.56 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $369 Shares 189 Est. Cost $90.39 Unrealized +7.1%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $366 Shares 3,321 Est. Cost $105.19 Unrealized -1.3%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $345 Shares 2,990 Est. Cost $125.42 Unrealized
T AT&T INC 0.2%
Value ($000) $340 Shares 11,646 Est. Cost $18.85 Unrealized -3.6%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $297 Shares 3,614 Est. Cost $80.64 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $296 Shares 4,455 Est. Cost $59.11 Unrealized +4.1%
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $273 Shares 3,055 Est. Cost $87.38 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $265 Shares 2,204 Est. Cost $112.78 Unrealized -0.0%
JNK SPDR SER TR 0.2%
Value ($000) $256 Shares 2,698 Est. Cost $109.43 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $250 Shares 1,057 Est. Cost $286.24 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $250 Shares 1,906 Est. Cost $114.47 Unrealized +5.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $237 Shares 204 Est. Cost $64.67 Unrealized +4.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $236 Shares 1,428 Est. Cost $171.92 Unrealized -0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $233 Shares 6,796 Est. Cost $37.86 Unrealized -4.8%
PFE PFIZER INC 0.1%
Value ($000) $224 Shares 6,883 Est. Cost $26.69 Unrealized -3.2%
META FACEBOOK INC 0.1%
Value ($000) $217 Shares 1,303 Est. Cost $192.35 Unrealized +1.1%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $214 Shares 1,446 Est. Cost $143.30 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $201 Shares 834 Est. Cost $50.17 Unrealized +8.2%
FULT FULTON FINL CORP PA 0.1%
Value ($000) $199 Shares 17,325 Est. Cost $13.02 Unrealized -8.8%
INTC INTEL CORP 0.1%
Value ($000) $193 Shares 3,565 Est. Cost $49.30 Unrealized +6.2%
NJR NEW JERSEY RES 0.1%
Value ($000) $190 Shares 5,592 Est. Cost $34.36 Unrealized -9.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $189 Shares 2,868 Est. Cost $74.04 Unrealized -4.1%
TSLA TESLA INC 0.1%
Value ($000) $188 Shares 359 Est. Cost $21.69 Unrealized +91.1%
GOVT ISHARES TR 0.1%
Value ($000) $184 Shares 6,578 Est. Cost $25.98 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $182 Shares 4,705 Est. Cost $28.79 Unrealized -4.3%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $180 Shares 4,288 Est. Cost $55.62 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $180 Shares 4,002 Est. Cost $49.14 Unrealized -10.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $173 Shares 1,918 Est. Cost $108.58 Unrealized -4.6%
BA BOEING CO 0.1%
Value ($000) $168 Shares 1,124 Est. Cost $351.04 Unrealized -22.3%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $165 Shares 848 Est. Cost $209.41 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $142 Shares 1,000 Est. Cost $178.00 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $140 Shares 1,065 Est. Cost $177.74 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $138 Shares 1,335 Est. Cost $124.34 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $138 Shares 1,428 Est. Cost $114.47 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $137 Shares 2,539 Est. Cost $42.79 Unrealized -4.1%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $136 Shares 1,693 Est. Cost $86.39 Unrealized
EMLC VANECK VECTORS ETF TR 0.1%
Value ($000) $130 Shares 4,564 Est. Cost $33.99 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $124 Shares 1,278 Est. Cost $135.71 Unrealized -9.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $123 Shares 1,300 Est. Cost $149.55 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $119 Shares 1,074 Est. Cost $99.90 Unrealized -1.6%
WMT WALMART INC 0.1%
Value ($000) $116 Shares 1,021 Est. Cost $36.38 Unrealized -2.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $116 Shares 2,951 Est. Cost $38.56 Unrealized -4.9%
LOW LOWES COS INC 0.1%
Value ($000) $114 Shares 1,320 Est. Cost $102.36 Unrealized -4.0%
IWV ISHARES TR 0.1%
Value ($000) $114 Shares 765 Est. Cost $170.06 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $112 Shares 14,128 Est. Cost $11.18 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $112 Shares 465 Est. Cost $273.00 Unrealized +5.4%
GOOG ALPHABET INC 0.1%
Value ($000) $108 Shares 93 Est. Cost $64.61 Unrealized +4.2%
SCI SERVICE CORP INTL 0.1%
Value ($000) $102 Shares 2,615 Est. Cost $45.11 Unrealized +3.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $101 Shares 1,145 Est. Cost $99.04 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $100 Shares 494 Est. Cost $182.58 Unrealized -0.2%
SEATTLE GENETICS INC 0.1%
Value ($000) $98 Shares 850 Est. Cost $114.12 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $96 Shares 1,966 Est. Cost $49.28 Unrealized
LAKELAND BANCORP INC 0.1%
Value ($000) $95 Shares 8,776 Est. Cost $17.43 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $94 Shares 2,011 Est. Cost $36.38 Unrealized +6.3%
V VISA INC 0.1%
Value ($000) $92 Shares 570 Est. Cost $174.68 Unrealized +3.4%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $89 Shares 535 Est. Cost $192.52 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $88 Shares 1,819 Est. Cost $50.44 Unrealized -5.8%
MMM 3M CO 0.1%
Value ($000) $87 Shares 639 Est. Cost $110.73 Unrealized -4.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $84 Shares 2,886 Est. Cost $49.35 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $83 Shares 389 Est. Cost $244.22 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $83 Shares 650 Est. Cost $146.15 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $82 Shares 7,584 Est. Cost $10.31 Unrealized -7.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $82 Shares 918 Est. Cost $104.38 Unrealized
VTEB VANGUARD MUN BD FD INC 0.0%
Value ($000) $80 Shares 1,519 Est. Cost $53.29 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $78 Shares 706 Est. Cost $108.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $78 Shares 274 Est. Cost $298.40 Unrealized +4.1%
ADBE ADOBE INC 0.0%
Value ($000) $74 Shares 232 Est. Cost $307.42 Unrealized +11.3%
BKLN INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $68 Shares 3,303 Est. Cost $22.95 Unrealized
RITE AID CORP 0.0%
Value ($000) $65 Shares 4,355 Est. Cost $15.53 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $64 Shares 1,336 Est. Cost $54.33 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $64 Shares 445 Est. Cost $206.74 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $64 Shares 13,000 Est. Cost $7.15 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $62 Shares 1,392 Est. Cost $44.56 Unrealized +1.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $61 Shares 350 Est. Cost $124.55 Unrealized +11.3%
LQD ISHARES TR 0.0%
Value ($000) $61 Shares 493 Est. Cost $126.83 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $60 Shares 316 Est. Cost $255.58 Unrealized -10.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $60 Shares 2,069 Est. Cost $24.85 Unrealized +0.6%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $59 Shares 4,500 Est. Cost $12.22 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $58 Shares 718 Est. Cost $71.81 Unrealized +1.3%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $58 Shares 800 Est. Cost $89.68 Unrealized -15.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $57 Shares 415 Est. Cost $145.09 Unrealized -2.2%
HYD VANECK VECTORS ETF TR 0.0%
Value ($000) $55 Shares 1,046 Est. Cost $64.33 Unrealized
ISHARES TR 0.0%
Value ($000) $54 Shares 2,170 Est. Cost $25.35 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $51 Shares 940 Est. Cost $53.17 Unrealized
CDW CDW CORP 0.0%
Value ($000) $50 Shares 532 Est. Cost $114.00 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $50 Shares 900 Est. Cost $84.17 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $49 Shares 609 Est. Cost $90.41 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $48 Shares 310 Est. Cost $187.49 Unrealized -1.6%
CSX CSX CORP 0.0%
Value ($000) $48 Shares 845 Est. Cost $21.78 Unrealized -1.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $47 Shares 2,219 Est. Cost $27.37 Unrealized -5.3%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $47 Shares 300 Est. Cost $181.61 Unrealized
UHT UNIVERSAL HEALTH RLTY INCM T 0.0%
Value ($000) $47 Shares 462 Est. Cost $116.88 Unrealized
AES AES CORP 0.0%
Value ($000) $45 Shares 3,273 Est. Cost $14.35 Unrealized +0.9%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $45 Shares 489 Est. Cost $102.09 Unrealized +2.0%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $44 Shares 1,089 Est. Cost $47.18 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $44 Shares 1,800 Est. Cost $25.11 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $43 Shares 114 Est. Cost $35.38 Unrealized 0.0%
TMP TOMPKINS FINANCIAL CORPORATI 0.0%
Value ($000) $42 Shares 579 Est. Cost $69.24 Unrealized -3.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $41 Shares 506 Est. Cost $92.43 Unrealized -0.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $40 Shares 1,313 Est. Cost $40.89 Unrealized -12.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $39 Shares 253 Est. Cost $76.58 Unrealized +51.9%
IYY ISHARES TR 0.0%
Value ($000) $39 Shares 310 Est. Cost $125.81 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $38 Shares 152 Est. Cost $241.35 Unrealized +3.5%
CARDIOVASCULAR SYS INC DEL 0.0%
Value ($000) $38 Shares 1,073 Est. Cost $48.46 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 517 Est. Cost $93.02 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $36 Shares 247 Est. Cost $169.39 Unrealized 0.0%
MRK MERCK & CO. INC 0.0%
Value ($000) $35 Shares 459 Est. Cost $66.60 Unrealized -2.3%
WPC WP CAREY INC 0.0%
Value ($000) $34 Shares 580 Est. Cost $78.89 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $33 Shares 375 Est. Cost $74.85 Unrealized +6.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $33 Shares 116 Est. Cost $272.54 Unrealized +1.9%
AOS SMITH A O CORP 0.0%
Value ($000) $33 Shares 863 Est. Cost $43.33 Unrealized -11.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $31 Shares 518 Est. Cost $51.71 Unrealized +4.9%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $30 Shares 157 Est. Cost $207.07 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $30 Shares 300 Est. Cost $119.29 Unrealized -8.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $29 Shares 398 Est. Cost $60.04 Unrealized +1.2%
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $29 Shares 133 Est. Cost $218.05 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $29 Shares 350 Est. Cost $76.01 Unrealized +7.5%
LLY LILLY ELI & CO 0.0%
Value ($000) $28 Shares 204 Est. Cost $109.37 Unrealized +17.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $28 Shares 207 Est. Cost $142.85 Unrealized -4.4%
NOW SERVICENOW INC 0.0%
Value ($000) $27 Shares 93 Est. Cost $62.52 Unrealized 0.0%
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $27 Shares 2,256 Est. Cost $15.96 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $26 Shares 2,000 Est. Cost $16.50 Unrealized
SNY SANOFI 0.0%
Value ($000) $25 Shares 583 Est. Cost $50.55 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $25 Shares 96 Est. Cost $5.20 Unrealized +20.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $25 Shares 198 Est. Cost $108.87 Unrealized +3.0%
WTPI WISDOMTREE TR 0.0%
Value ($000) $24 Shares 1,066 Est. Cost $28.10 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $24 Shares 333 Est. Cost $91.66 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $24 Shares 562 Est. Cost $47.96 Unrealized +0.8%
RAYTHEON CO 0.0%
Value ($000) $24 Shares 180 Est. Cost $219.25 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $24 Shares 322 Est. Cost $74.53 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $24 Shares 319 Est. Cost $54.92 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $23 Shares 293 Est. Cost $71.77 Unrealized -1.3%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $22 Shares 1,536 Est. Cost $27.99 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $22 Shares 234 Est. Cost $105.32 Unrealized +4.6%
NKE NIKE INC 0.0%
Value ($000) $22 Shares 260 Est. Cost $86.67 Unrealized -0.9%
F FORD MTR CO DEL 0.0%
Value ($000) $22 Shares 4,554 Est. Cost $6.68 Unrealized -15.4%
IRM IRON MTN INC NEW 0.0%
Value ($000) $22 Shares 942 Est. Cost $23.64 Unrealized -4.6%
CGW INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $22 Shares 651 Est. Cost $41.47 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $21 Shares 307 Est. Cost $72.61 Unrealized -0.9%
IP INTL PAPER CO 0.0%
Value ($000) $21 Shares 676 Est. Cost $31.89 Unrealized -10.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $21 Shares 259 Est. Cost $74.10 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $21 Shares 152 Est. Cost $148.09 Unrealized -2.1%
ALPS ETF TR 0.0%
Value ($000) $21 Shares 6,000 Est. Cost $3.50 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $21 Shares 360 Est. Cost $62.08 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $20 Shares 419 Est. Cost $62.82 Unrealized -8.1%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $20 Shares 168 Est. Cost $123.12 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $20 Shares 869 Est. Cost $26.76 Unrealized +1.2%
DHR DANAHER CORPORATION 0.0%
Value ($000) $20 Shares 143 Est. Cost $131.31 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $20 Shares 376 Est. Cost $48.90 Unrealized +3.2%