Meridian Wealth Partners, LLC Diversified Active

CIK: 0001781942 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $198,318 (100.0% shares, 0.0% debt)

Holdings (213)

SCHO SCHWAB STRATEGIC TR 15.8%
Value ($000) $31,372 Shares 609,157 Est. Cost $50.70 Unrealized
MUB ISHARES TR 11.2%
Value ($000) $22,308 Shares 192,423 Est. Cost $113.84 Unrealized
AGG ISHARES TR 10.7%
Value ($000) $21,244 Shares 179,945 Est. Cost $115.47 Unrealized
SCHX SCHWAB STRATEGIC TR 10.5%
Value ($000) $20,871 Shares 258,849 Est. Cost $76.96 Unrealized
QUAL ISHARES TR 7.3%
Value ($000) $14,383 Shares 138,643 Est. Cost $90.02 Unrealized
IWM ISHARES TR 6.0%
Value ($000) $11,955 Shares 79,812 Est. Cost $134.20 Unrealized
SCHB SCHWAB STRATEGIC TR 4.9%
Value ($000) $9,668 Shares 121,393 Est. Cost $76.88 Unrealized
USMV ISHARES TR 4.7%
Value ($000) $9,250 Shares 145,143 Est. Cost $64.28 Unrealized
IXUS ISHARES TR 3.8%
Value ($000) $7,531 Shares 129,084 Est. Cost $61.90 Unrealized
SCHM SCHWAB STRATEGIC TR 3.6%
Value ($000) $7,137 Shares 128,632 Est. Cost $59.87 Unrealized
VTI VANGUARD INDEX FDS 1.5%
Value ($000) $3,073 Shares 18,041 Est. Cost $158.49 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $2,604 Shares 22,483 Est. Cost $95.60 Unrealized +10.8%
IVV ISHARES TR 1.2%
Value ($000) $2,331 Shares 6,935 Est. Cost $278.68 Unrealized
SUB ISHARES TR 0.9%
Value ($000) $1,808 Shares 16,723 Est. Cost $106.76 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $1,649 Shares 32,690 Est. Cost $47.27 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $1,385 Shares 4,986 Est. Cost $194.99 Unrealized +21.9%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $1,174 Shares 3,064 Est. Cost $324.81 Unrealized +1.3%
ITOT ISHARES TR 0.5%
Value ($000) $1,040 Shares 13,776 Est. Cost $57.23 Unrealized
MRBK MERIDIAN CORPORATION 0.5%
Value ($000) $961 Shares 59,608 Est. Cost $7.14 Unrealized -18.7%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $956 Shares 40,651 Est. Cost $44.40 Unrealized -50.8%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $932 Shares 6,528 Est. Cost $103.71 Unrealized +12.7%
MSFT MICROSOFT CORP 0.4%
Value ($000) $842 Shares 4,002 Est. Cost $142.11 Unrealized +41.3%
ABT ABBOTT LABS 0.4%
Value ($000) $839 Shares 7,711 Est. Cost $75.30 Unrealized +22.6%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $734 Shares 13,274 Est. Cost $57.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $718 Shares 3,373 Est. Cost $216.95 Unrealized -5.7%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $706 Shares 2,295 Est. Cost $287.02 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $698 Shares 4,538 Est. Cost $134.41 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $658 Shares 209 Est. Cost $99.72 Unrealized +58.1%
SCHZ SCHWAB STRATEGIC TR 0.3%
Value ($000) $609 Shares 10,862 Est. Cost $54.44 Unrealized
CBU COMMUNITY BK SYS INC 0.3%
Value ($000) $603 Shares 11,069 Est. Cost $55.58 Unrealized -12.1%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $577 Shares 1,600 Est. Cost $246.86 Unrealized +36.7%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $451 Shares 3,244 Est. Cost $105.19 Unrealized +10.6%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $427 Shares 10,452 Est. Cost $42.99 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $403 Shares 11,733 Est. Cost $52.07 Unrealized -37.9%
META FACEBOOK INC 0.2%
Value ($000) $368 Shares 1,404 Est. Cost $194.74 Unrealized +31.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $341 Shares 4,420 Est. Cost $59.11 Unrealized +13.9%
T AT&T INC 0.2%
Value ($000) $323 Shares 11,353 Est. Cost $18.82 Unrealized -17.3%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $319 Shares 6,883 Est. Cost $37.86 Unrealized -0.6%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $313 Shares 3,549 Est. Cost $83.84 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $311 Shares 725 Est. Cost $101.05 Unrealized +16.8%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $307 Shares 917 Est. Cost $292.46 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $303 Shares 207 Est. Cost $64.83 Unrealized +16.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $301 Shares 1,373 Est. Cost $171.92 Unrealized +5.5%
PEP PEPSICO INC 0.2%
Value ($000) $299 Shares 2,154 Est. Cost $112.78 Unrealized +2.1%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $287 Shares 1,629 Est. Cost $174.09 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $276 Shares 3,327 Est. Cost $80.64 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $276 Shares 1,851 Est. Cost $114.67 Unrealized +10.8%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $270 Shares 917 Est. Cost $212.30 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $256 Shares 1,446 Est. Cost $143.30 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $256 Shares 6,952 Est. Cost $26.69 Unrealized +1.6%
LOW LOWES COS INC 0.1%
Value ($000) $252 Shares 1,523 Est. Cost $103.50 Unrealized +35.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $249 Shares 2,903 Est. Cost $74.04 Unrealized -4.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $248 Shares 894 Est. Cost $50.86 Unrealized +18.5%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $247 Shares 2,646 Est. Cost $87.38 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $220 Shares 4,015 Est. Cost $49.14 Unrealized -10.3%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $202 Shares 3,864 Est. Cost $55.62 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $193 Shares 2,003 Est. Cost $106.98 Unrealized -20.1%
BA BOEING CO 0.1%
Value ($000) $193 Shares 1,165 Est. Cost $340.88 Unrealized -50.0%
HYLB DBX ETF TR 0.1%
Value ($000) $189 Shares 3,919 Est. Cost $48.23 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $184 Shares 6,578 Est. Cost $25.98 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $183 Shares 4,741 Est. Cost $28.79 Unrealized -5.6%
IWB ISHARES TR 0.1%
Value ($000) $178 Shares 950 Est. Cost $178.00 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $172 Shares 1,335 Est. Cost $124.34 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $167 Shares 2,442 Est. Cost $75.63 Unrealized
SEATTLE GENETICS INC 0.1%
Value ($000) $166 Shares 850 Est. Cost $114.12 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $166 Shares 492 Est. Cost $274.49 Unrealized +15.0%
INTC INTEL CORP 0.1%
Value ($000) $162 Shares 3,138 Est. Cost $49.30 Unrealized -5.6%
FULT FULTON FINL CORP PA 0.1%
Value ($000) $162 Shares 17,325 Est. Cost $13.02 Unrealized -40.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $159 Shares 2,672 Est. Cost $42.78 Unrealized -0.5%
NJR NEW JERSEY RES 0.1%
Value ($000) $151 Shares 5,592 Est. Cost $34.36 Unrealized -27.6%
GOOG ALPHABET INC 0.1%
Value ($000) $151 Shares 102 Est. Cost $65.51 Unrealized +15.6%
IWV ISHARES TR 0.1%
Value ($000) $150 Shares 765 Est. Cost $170.06 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $148 Shares 1,195 Est. Cost $134.40 Unrealized -9.1%
WMT WALMART INC 0.1%
Value ($000) $144 Shares 1,027 Est. Cost $36.43 Unrealized +13.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $131 Shares 1,074 Est. Cost $99.90 Unrealized -6.0%
AMGN AMGEN INC 0.1%
Value ($000) $129 Shares 504 Est. Cost $182.71 Unrealized +14.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $125 Shares 3,193 Est. Cost $38.44 Unrealized -3.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $122 Shares 2,107 Est. Cost $54.58 Unrealized -1.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $122 Shares 276 Est. Cost $298.40 Unrealized +36.5%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $121 Shares 650 Est. Cost $146.15 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $121 Shares 390 Est. Cost $244.22 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $120 Shares 2,766 Est. Cost $44.34 Unrealized
V VISA INC 0.1%
Value ($000) $117 Shares 585 Est. Cost $175.49 Unrealized +9.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $113 Shares 230 Est. Cost $312.22 Unrealized +49.0%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $109 Shares 535 Est. Cost $192.52 Unrealized
EMLC VANECK VECTORS ETF TR 0.1%
Value ($000) $107 Shares 3,469 Est. Cost $33.99 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $106 Shares 1,763 Est. Cost $50.44 Unrealized +4.6%
GENERAL ELECTRIC CO 0.1%
Value ($000) $106 Shares 17,042 Est. Cost $10.37 Unrealized
VERX VERTEX INC 0.1%
Value ($000) $106 Shares 4,603 Est. Cost $24.34 Unrealized 0.0%
EMB ISHARES TR 0.1%
Value ($000) $106 Shares 957 Est. Cost $114.47 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $105 Shares 903 Est. Cost $86.39 Unrealized
SCI SERVICE CORP INTL 0.1%
Value ($000) $105 Shares 2,483 Est. Cost $45.11 Unrealized -5.4%
MMM 3M CO 0.1%
Value ($000) $103 Shares 639 Est. Cost $110.73 Unrealized -0.3%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $99 Shares 2,030 Est. Cost $36.38 Unrealized +18.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $96 Shares 178 Est. Cost $7.21 Unrealized +60.8%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $94 Shares 891 Est. Cost $99.04 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $91 Shares 89 Est. Cost $72.78 Unrealized +36.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $88 Shares 6,334 Est. Cost $10.31 Unrealized -17.0%
LAKELAND BANCORP INC 0.0%
Value ($000) $87 Shares 8,776 Est. Cost $17.43 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $84 Shares 1,144 Est. Cost $73.43 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $83 Shares 1,519 Est. Cost $53.29 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $82 Shares 445 Est. Cost $206.74 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $78 Shares 706 Est. Cost $108.67 Unrealized
RITE AID CORP 0.0%
Value ($000) $72 Shares 7,545 Est. Cost $14.96 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $72 Shares 1,458 Est. Cost $44.35 Unrealized -8.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $71 Shares 340 Est. Cost $124.55 Unrealized +51.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $71 Shares 314 Est. Cost $184.68 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $68 Shares 4,500 Est. Cost $12.22 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $67 Shares 637 Est. Cost $104.38 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $66 Shares 915 Est. Cost $83.47 Unrealized -20.3%
CRM SALESFORCE COM INC 0.0%
Value ($000) $65 Shares 258 Est. Cost $171.76 Unrealized +25.9%
CSX CSX CORP 0.0%
Value ($000) $64 Shares 820 Est. Cost $21.78 Unrealized +5.4%
CDW CDW CORP 0.0%
Value ($000) $64 Shares 532 Est. Cost $114.00 Unrealized -6.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $63 Shares 2,110 Est. Cost $49.35 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $63 Shares 311 Est. Cost $187.49 Unrealized -4.5%
IJR ISHARES TR 0.0%
Value ($000) $63 Shares 900 Est. Cost $84.17 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $61 Shares 690 Est. Cost $71.81 Unrealized -7.1%
NFLX NETFLIX INC 0.0%
Value ($000) $61 Shares 122 Est. Cost $36.14 Unrealized +37.7%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $61 Shares 278 Est. Cost $88.73 Unrealized +138.7%
AES AES CORP 0.0%
Value ($000) $60 Shares 3,294 Est. Cost $14.35 Unrealized -4.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $58 Shares 509 Est. Cost $92.43 Unrealized +15.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $56 Shares 403 Est. Cost $145.09 Unrealized -13.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $56 Shares 180 Est. Cost $246.55 Unrealized +14.1%
ISHARES TR 0.0%
Value ($000) $56 Shares 2,170 Est. Cost $25.35 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $56 Shares 2,319 Est. Cost $26.96 Unrealized -19.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $54 Shares 481 Est. Cost $102.09 Unrealized -0.7%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $50 Shares 981 Est. Cost $49.28 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $49 Shares 249 Est. Cost $110.29 Unrealized +70.4%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $49 Shares 562 Est. Cost $47.96 Unrealized +28.6%
HYMB SPDR SER TR 0.0%
Value ($000) $48 Shares 841 Est. Cost $56.37 Unrealized
ISHARES TR 0.0%
Value ($000) $46 Shares 1,821 Est. Cost $25.11 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $46 Shares 872 Est. Cost $43.33 Unrealized +4.6%
NOW SERVICENOW INC 0.0%
Value ($000) $45 Shares 93 Est. Cost $62.52 Unrealized +42.9%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $45 Shares 389 Est. Cost $90.41 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $44 Shares 1,089 Est. Cost $47.18 Unrealized -9.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $44 Shares 157 Est. Cost $207.07 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $43 Shares 122 Est. Cost $275.54 Unrealized +12.2%
SLV ISHARES SILVER TR 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $16.50 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $43 Shares 711 Est. Cost $60.48 Unrealized
MRK MERCK & CO. INC 0.0%
Value ($000) $43 Shares 514 Est. Cost $66.51 Unrealized -0.9%
CARDIOVASCULAR SYS INC DEL 0.0%
Value ($000) $42 Shares 1,073 Est. Cost $48.46 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $42 Shares 356 Est. Cost $73.61 Unrealized +29.3%
XYZ SQUARE INC 0.0%
Value ($000) $41 Shares 250 Est. Cost $76.56 Unrealized +84.4%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $40 Shares 497 Est. Cost $86.10 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $40 Shares 644 Est. Cost $47.48 Unrealized +18.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $39 Shares 1,289 Est. Cost $17.13 Unrealized +53.9%
WPC WP CAREY INC 0.0%
Value ($000) $38 Shares 580 Est. Cost $78.89 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $38 Shares 625 Est. Cost $57.60 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $37 Shares 686 Est. Cost $53.22 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $37 Shares 133 Est. Cost $218.05 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $37 Shares 541 Est. Cost $68.39 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $36 Shares 220 Est. Cost $141.40 Unrealized -5.8%
NKE NIKE INC 0.0%
Value ($000) $35 Shares 279 Est. Cost $87.55 Unrealized +13.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $35 Shares 1,215 Est. Cost $24.85 Unrealized -11.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $34 Shares 496 Est. Cost $51.71 Unrealized +11.3%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $33 Shares 70 Est. Cost $319.79 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $33 Shares 856 Est. Cost $40.89 Unrealized -28.2%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $32 Shares 500 Est. Cost $45.55 Unrealized +6.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $32 Shares 300 Est. Cost $119.29 Unrealized -14.1%
UNP UNION PAC CORP 0.0%
Value ($000) $32 Shares 164 Est. Cost $148.32 Unrealized +11.2%
DHR DANAHER CORPORATION 0.0%
Value ($000) $31 Shares 143 Est. Cost $131.31 Unrealized +32.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $31 Shares 184 Est. Cost $79.74 Unrealized +47.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $30 Shares 307 Est. Cost $74.85 Unrealized +4.3%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $30 Shares 1,373 Est. Cost $22.95 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $30 Shares 4,554 Est. Cost $6.68 Unrealized -23.1%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 140 Est. Cost $202.38 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $30 Shares 869 Est. Cost $26.76 Unrealized +24.4%
LLY LILLY ELI & CO 0.0%
Value ($000) $30 Shares 203 Est. Cost $109.37 Unrealized +33.3%
ABBV ABBVIE INC 0.0%
Value ($000) $29 Shares 333 Est. Cost $70.50 Unrealized +8.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $29 Shares 198 Est. Cost $124.04 Unrealized +3.8%
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $28 Shares 2,256 Est. Cost $15.96 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $28 Shares 354 Est. Cost $93.02 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $28 Shares 187 Est. Cost $108.87 Unrealized +13.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $27 Shares 419 Est. Cost $62.82 Unrealized -6.4%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $27 Shares 520 Est. Cost $50.00 Unrealized
SNY SANOFI 0.0%
Value ($000) $27 Shares 530 Est. Cost $50.55 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $27 Shares 169 Est. Cost $98.18 Unrealized +20.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $27 Shares 354 Est. Cost $60.04 Unrealized -2.0%
UHT UNIVERSAL HEALTH RLTY INCM T 0.0%
Value ($000) $26 Shares 462 Est. Cost $116.88 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $26 Shares 433 Est. Cost $48.06 Unrealized +1.1%
IRM IRON MTN INC NEW 0.0%
Value ($000) $26 Shares 977 Est. Cost $23.54 Unrealized -5.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $26 Shares 259 Est. Cost $74.10 Unrealized +16.3%
FDX FEDEX CORP 0.0%
Value ($000) $25 Shares 100 Est. Cost $180.94 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $25 Shares 625 Est. Cost $31.89 Unrealized -12.3%
IWN ISHARES TR 0.0%
Value ($000) $25 Shares 250 Est. Cost $96.00 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $25 Shares 60 Est. Cost $89.45 Unrealized +16.8%
VTR VENTAS INC 0.0%
Value ($000) $24 Shares 574 Est. Cost $27.03 Unrealized +22.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $24 Shares 301 Est. Cost $78.03 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $24 Shares 290 Est. Cost $82.76 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $86.36 Unrealized +21.9%
IJK ISHARES TR 0.0%
Value ($000) $24 Shares 100 Est. Cost $220.00 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $23 Shares 576 Est. Cost $34.37 Unrealized +17.6%
HYD VANECK VECTORS ETF TR 0.0%
Value ($000) $23 Shares 381 Est. Cost $60.37 Unrealized
LINDE PLC 0.0%
Value ($000) $23 Shares 98 Est. Cost $234.69 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $22 Shares 4,000 Est. Cost $7.16 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $22 Shares 415 Est. Cost $53.01 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $22 Shares 373 Est. Cost $61.98 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $21 Shares 92 Est. Cost $212.28 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $21 Shares 71 Est. Cost $251.75 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $21 Shares 100 Est. Cost $179.92 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $21 Shares 127 Est. Cost $129.05 Unrealized 0.0%
HESS CORP 0.0%
Value ($000) $21 Shares 501 Est. Cost $41.92 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $21 Shares 2,500 Est. Cost $8.40 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $20 Shares 24 Est. Cost $79.70 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $20 Shares 108 Est. Cost $167.00 Unrealized 0.0%
QUIDEL CORP 0.0%
Value ($000) $20 Shares 89 Est. Cost $224.72 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $20 Shares 81 Est. Cost $210.79 Unrealized +2.8%
AVGO BROADCOM INC 0.0%
Value ($000) $20 Shares 56 Est. Cost $29.64 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $20 Shares 666 Est. Cost $24.75 Unrealized +13.3%
SYY SYSCO CORP 0.0%
Value ($000) $20 Shares 320 Est. Cost $50.42 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $20 Shares 196 Est. Cost $86.23 Unrealized 0.0%
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $20 Shares 190 Est. Cost $105.26 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $20 Shares 182 Est. Cost $88.70 Unrealized 0.0%