Keudell/Morrison Wealth Management Diversified Active

CIK: 0001785498 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Dec 8, 2021

Total Value ($000): $233,243 (100.0% shares, 0.0% debt)

Holdings (179)

DFAU DIMENSIONAL ETF TRUST 18.8%
Value ($000) $43,943 Shares 1,457,954 Est. Cost $30.14 Unrealized
VDE VANGUARD WORLD FDS 5.7%
Value ($000) $13,408 Shares 181,429 Est. Cost $56.64 Unrealized
AAPL APPLE INC 4.3%
Value ($000) $9,982 Shares 70,547 Est. Cost $88.97 Unrealized +61.8%
MSFT MICROSOFT CORP 2.6%
Value ($000) $6,166 Shares 21,872 Est. Cost $116.54 Unrealized +140.9%
USB US BANCORP DEL 2.1%
Value ($000) $5,013 Shares 84,335 Est. Cost $35.71 Unrealized +30.7%
XME SPDR SER TR 2.1%
Value ($000) $4,876 Shares 116,821 Est. Cost $23.24 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $4,836 Shares 1,472 Est. Cost $115.49 Unrealized +49.4%
GOOG ALPHABET INC 2.0%
Value ($000) $4,638 Shares 1,740 Est. Cost $61.63 Unrealized +122.0%
NKE NIKE INC 1.5%
Value ($000) $3,454 Shares 23,783 Est. Cost $75.37 Unrealized +102.4%
ABBV ABBVIE INC 1.4%
Value ($000) $3,313 Shares 30,717 Est. Cost $64.92 Unrealized +49.8%
T AT&T INC 1.3%
Value ($000) $3,126 Shares 115,743 Est. Cost $14.35 Unrealized +12.0%
HD HOME DEPOT INC 1.3%
Value ($000) $3,108 Shares 9,467 Est. Cost $164.68 Unrealized +78.9%
VYM VANGUARD WHITEHALL FDS 1.2%
Value ($000) $2,886 Shares 27,928 Est. Cost $96.36 Unrealized
V VISA INC 1.2%
Value ($000) $2,747 Shares 12,330 Est. Cost $146.85 Unrealized +54.6%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $2,572 Shares 47,613 Est. Cost $39.14 Unrealized +8.1%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,450 Shares 41,652 Est. Cost $54.51 Unrealized -11.1%
META FACEBOOK INC 1.0%
Value ($000) $2,418 Shares 7,126 Est. Cost $165.92 Unrealized +115.6%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $2,291 Shares 3,979 Est. Cost $325.23 Unrealized +93.5%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,284 Shares 24,101 Est. Cost $56.23 Unrealized +44.1%
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $2,224 Shares 14,897 Est. Cost $74.40 Unrealized
BLACKROCK MUNIASSETS FD INC 0.9%
Value ($000) $2,116 Shares 139,333 Est. Cost $14.85 Unrealized
QCOM QUALCOMM INC 0.9%
Value ($000) $2,111 Shares 16,370 Est. Cost $45.74 Unrealized +181.7%
GOOGL ALPHABET INC 0.9%
Value ($000) $2,013 Shares 753 Est. Cost $56.54 Unrealized +138.9%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $2,006 Shares 12,253 Est. Cost $87.28 Unrealized +60.7%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,981 Shares 19,531 Est. Cost $85.96 Unrealized -3.1%
CRM SALESFORCE COM INC 0.8%
Value ($000) $1,903 Shares 7,018 Est. Cost $178.17 Unrealized +40.8%
PFE PFIZER INC 0.7%
Value ($000) $1,715 Shares 39,884 Est. Cost $28.44 Unrealized +25.4%
QQQ INVESCO QQQ TR 0.7%
Value ($000) $1,713 Shares 4,785 Est. Cost $313.76 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,704 Shares 4,362 Est. Cost $233.72 Unrealized +64.7%
IEMG ISHARES INC 0.7%
Value ($000) $1,679 Shares 27,183 Est. Cost $59.14 Unrealized
ELV ANTHEM INC 0.7%
Value ($000) $1,675 Shares 4,493 Est. Cost $266.22 Unrealized +34.3%
BCE BCE INC 0.7%
Value ($000) $1,594 Shares 31,847 Est. Cost $27.97 Unrealized +32.8%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $1,545 Shares 27,615 Est. Cost $31.86 Unrealized +61.3%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,538 Shares 9,522 Est. Cost $113.18 Unrealized +32.8%
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,498 Shares 9,754 Est. Cost $148.52 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $1,494 Shares 17,383 Est. Cost $60.04 Unrealized +28.9%
DGRO ISHARES TR 0.6%
Value ($000) $1,480 Shares 29,450 Est. Cost $45.03 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.6%
Value ($000) $1,478 Shares 73,651 Est. Cost $19.23 Unrealized
MO ALTRIA GROUP INC 0.6%
Value ($000) $1,423 Shares 31,255 Est. Cost $29.69 Unrealized +14.5%
LTC LTC PPTYS INC 0.6%
Value ($000) $1,422 Shares 44,859 Est. Cost $40.08 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $1,393 Shares 25,596 Est. Cost $38.94 Unrealized +26.4%
MRK MERCK & CO INC 0.6%
Value ($000) $1,377 Shares 18,332 Est. Cost $61.82 Unrealized +7.0%
INTC INTEL CORP 0.6%
Value ($000) $1,376 Shares 25,823 Est. Cost $44.56 Unrealized +11.8%
WY WEYERHAEUSER CO MTN BE 0.6%
Value ($000) $1,332 Shares 37,452 Est. Cost $18.86 Unrealized +53.5%
SYK STRYKER CORPORATION 0.6%
Value ($000) $1,322 Shares 5,014 Est. Cost $167.09 Unrealized +52.7%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,321 Shares 9,450 Est. Cost $85.45 Unrealized +48.9%
WESTERN ASSET MANAGED MUNS F 0.5%
Value ($000) $1,279 Shares 95,844 Est. Cost $13.17 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,274 Shares 11,553 Est. Cost $59.92 Unrealized +76.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,236 Shares 4,527 Est. Cost $207.55 Unrealized +35.3%
SO SOUTHERN CO 0.5%
Value ($000) $1,165 Shares 18,794 Est. Cost $40.31 Unrealized +35.7%
CAT CATERPILLAR INC 0.5%
Value ($000) $1,139 Shares 5,931 Est. Cost $118.23 Unrealized +62.5%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,095 Shares 3,422 Est. Cost $145.66 Unrealized +109.7%
LAM RESEARCH CORP 0.5%
Value ($000) $1,053 Shares 1,850 Est. Cost $393.46 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,049 Shares 4,762 Est. Cost $180.55 Unrealized +15.1%
CM CANADIAN IMP BK COMM 0.4%
Value ($000) $1,026 Shares 9,220 Est. Cost $29.21 Unrealized +62.5%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,010 Shares 2,247 Est. Cost $223.74 Unrealized +86.9%
IWO ISHARES TR 0.4%
Value ($000) $998 Shares 3,400 Est. Cost $196.76 Unrealized
PPL PPL CORP 0.4%
Value ($000) $998 Shares 35,781 Est. Cost $23.22 Unrealized +5.9%
LLY LILLY ELI & CO 0.4%
Value ($000) $973 Shares 4,212 Est. Cost $113.06 Unrealized +109.3%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $948 Shares 4,930 Est. Cost $85.38 Unrealized +96.7%
ORCL ORACLE CORP 0.4%
Value ($000) $946 Shares 10,860 Est. Cost $47.23 Unrealized +76.4%
DVY ISHARES TR 0.4%
Value ($000) $909 Shares 7,925 Est. Cost $97.23 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $869 Shares 6,252 Est. Cost $93.67 Unrealized +19.7%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $869 Shares 8,907 Est. Cost $67.03 Unrealized +30.2%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $802 Shares 17,286 Est. Cost $39.25 Unrealized +6.0%
PEP PEPSICO INC 0.3%
Value ($000) $801 Shares 5,324 Est. Cost $99.10 Unrealized +36.2%
BAC BK OF AMERICA CORP 0.3%
Value ($000) $797 Shares 18,777 Est. Cost $24.34 Unrealized +48.3%
BA BOEING CO 0.3%
Value ($000) $795 Shares 3,615 Est. Cost $371.57 Unrealized -40.0%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $793 Shares 13,399 Est. Cost $41.18 Unrealized +33.2%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $793 Shares 3,047 Est. Cost $115.25 Unrealized +145.6%
POR PORTLAND GEN ELEC CO 0.3%
Value ($000) $765 Shares 16,273 Est. Cost $34.42 Unrealized +18.5%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $762 Shares 4,627 Est. Cost $78.64 Unrealized +105.8%
KO COCA COLA CO 0.3%
Value ($000) $758 Shares 14,444 Est. Cost $38.46 Unrealized +26.9%
UNILEVER PLC 0.3%
Value ($000) $752 Shares 13,866 Est. Cost $56.17 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $749 Shares 10,727 Est. Cost $52.94 Unrealized +12.2%
ABT ABBOTT LABS 0.3%
Value ($000) $747 Shares 6,325 Est. Cost $76.48 Unrealized +48.4%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $729 Shares 2,511 Est. Cost $260.05 Unrealized
VUSB VANGUARD BD INDEX FDS 0.3%
Value ($000) $726 Shares 14,485 Est. Cost $50.12 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $714 Shares 3,919 Est. Cost $81.28 Unrealized +100.2%
ZTS ZOETIS INC 0.3%
Value ($000) $694 Shares 3,574 Est. Cost $105.99 Unrealized +82.8%
AMGN AMGEN INC 0.3%
Value ($000) $656 Shares 3,085 Est. Cost $172.01 Unrealized +16.4%
WMT WALMART INC 0.3%
Value ($000) $641 Shares 4,596 Est. Cost $33.56 Unrealized +35.5%
EFA ISHARES TR 0.3%
Value ($000) $637 Shares 8,165 Est. Cost $64.91 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $629 Shares 3,720 Est. Cost $110.43 Unrealized +57.7%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $623 Shares 17,647 Est. Cost $38.29 Unrealized
AMLP ALPS ETF TR 0.3%
Value ($000) $619 Shares 18,584 Est. Cost $24.67 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $614 Shares 1,006 Est. Cost $53.42 Unrealized +3.0%
ENB ENBRIDGE INC 0.3%
Value ($000) $611 Shares 15,361 Est. Cost $23.91 Unrealized +24.2%
SPSB SPDR SER TR 0.3%
Value ($000) $595 Shares 19,050 Est. Cost $30.86 Unrealized
JPMORGAN CHASE & CO 0.2%
Value ($000) $582 Shares 32,010 Est. Cost $11.73 Unrealized
SPLUNK INC 0.2%
Value ($000) $563 Shares 3,890 Est. Cost $166.01 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $558 Shares 749 Est. Cost $391.47 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $557 Shares 1,953 Est. Cost $180.59 Unrealized +69.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $556 Shares 4,984 Est. Cost $45.96 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $549 Shares 882 Est. Cost $62.67 Unrealized +93.2%
D DOMINION ENERGY INC 0.2%
Value ($000) $535 Shares 7,329 Est. Cost $55.45 Unrealized +12.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $514 Shares 1,479 Est. Cost $217.10 Unrealized +63.4%
GIS GENERAL MLS INC 0.2%
Value ($000) $504 Shares 8,424 Est. Cost $41.85 Unrealized +21.8%
VOD VODAFONE GROUP PLC NEW 0.2%
Value ($000) $501 Shares 32,425 Est. Cost $18.00 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $499 Shares 6,720 Est. Cost $65.53 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $489 Shares 29,227 Est. Cost $12.45 Unrealized +6.5%
IWN ISHARES TR 0.2%
Value ($000) $481 Shares 3,000 Est. Cost $120.64 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $478 Shares 3,610 Est. Cost $101.20 Unrealized +14.1%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $471 Shares 2,273 Est. Cost $17.59 Unrealized +17.8%
C CITIGROUP INC 0.2%
Value ($000) $470 Shares 6,696 Est. Cost $50.15 Unrealized +19.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $465 Shares 814 Est. Cost $245.62 Unrealized +120.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $461 Shares 1,337 Est. Cost $316.09 Unrealized +1.5%
AVGO BROADCOM INC 0.2%
Value ($000) $460 Shares 948 Est. Cost $27.94 Unrealized +59.2%
IT GARTNER INC 0.2%
Value ($000) $452 Shares 1,489 Est. Cost $138.79 Unrealized +108.9%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $446 Shares 2,278 Est. Cost $120.64 Unrealized +58.8%
LQD ISHARES TR 0.2%
Value ($000) $445 Shares 3,344 Est. Cost $123.50 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $438 Shares 2,192 Est. Cost $126.47 Unrealized +48.4%
PFF ISHARES TR 0.2%
Value ($000) $433 Shares 11,168 Est. Cost $36.57 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $422 Shares 1,645 Est. Cost $262.01 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $419 Shares 1,889 Est. Cost $209.09 Unrealized
OKE ONEOK INC NEW 0.2%
Value ($000) $417 Shares 7,186 Est. Cost $26.26 Unrealized +61.2%
MMM 3M CO 0.2%
Value ($000) $415 Shares 2,363 Est. Cost $110.80 Unrealized +23.9%
UNP UNION PAC CORP 0.2%
Value ($000) $401 Shares 2,046 Est. Cost $139.14 Unrealized +40.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $379 Shares 2,263 Est. Cost $95.88 Unrealized +65.1%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $355 Shares 587 Est. Cost $406.90 Unrealized +51.7%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $355 Shares 4,371 Est. Cost $69.36 Unrealized +7.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $339 Shares 1,598 Est. Cost $171.01 Unrealized +13.8%
NGG NATIONAL GRID PLC 0.1%
Value ($000) $336 Shares 5,634 Est. Cost $55.81 Unrealized
TWITTER INC 0.1%
Value ($000) $335 Shares 5,544 Est. Cost $29.86 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $333 Shares 2,030 Est. Cost $165.52 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $333 Shares 2,290 Est. Cost $95.20 Unrealized +41.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $324 Shares 10,923 Est. Cost $34.30 Unrealized -24.2%
F FORD MTR CO DEL 0.1%
Value ($000) $324 Shares 22,864 Est. Cost $7.35 Unrealized +40.5%
NVS NOVARTIS AG 0.1%
Value ($000) $323 Shares 3,947 Est. Cost $90.74 Unrealized
TRP TC ENERGY CORP 0.1%
Value ($000) $322 Shares 6,701 Est. Cost $34.63 Unrealized +11.5%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $321 Shares 4,722 Est. Cost $27.45 Unrealized +141.3%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $319 Shares 1,839 Est. Cost $127.61 Unrealized +22.2%
TFI SPDR SER TR 0.1%
Value ($000) $309 Shares 6,000 Est. Cost $49.99 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $306 Shares 1,688 Est. Cost $227.95 Unrealized -14.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $298 Shares 3,513 Est. Cost $49.46 Unrealized +46.6%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $297 Shares 4,948 Est. Cost $41.60 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $286 Shares 2,285 Est. Cost $96.00 Unrealized +18.2%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $282 Shares 9,410 Est. Cost $38.13 Unrealized
SNY SANOFI 0.1%
Value ($000) $277 Shares 5,756 Est. Cost $44.90 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $275 Shares 17,761 Est. Cost $9.89 Unrealized +21.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $275 Shares 12,689 Est. Cost $27.75 Unrealized
BROS DUTCH BROS INC 0.1%
Value ($000) $271 Shares 6,245 Est. Cost $47.51 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $270 Shares 9,870 Est. Cost $24.82 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $269 Shares 664 Est. Cost $331.74 Unrealized +38.6%
WMB WILLIAMS COS INC 0.1%
Value ($000) $267 Shares 10,280 Est. Cost $20.43 Unrealized -0.1%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $265 Shares 1,776 Est. Cost $101.55 Unrealized +37.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $257 Shares 1,066 Est. Cost $154.79 Unrealized +39.4%
KLAC KLA CORP 0.1%
Value ($000) $256 Shares 764 Est. Cost $288.83 Unrealized +10.3%
TOTALENERGIES SE 0.1%
Value ($000) $254 Shares 5,292 Est. Cost $48.00 Unrealized
ALTERYX INC 0.1%
Value ($000) $252 Shares 3,450 Est. Cost $115.11 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $250 Shares 650 Est. Cost $368.80 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $249 Shares 852 Est. Cost $42.69 Unrealized +35.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $246 Shares 2,391 Est. Cost $102.22 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $239 Shares 2,901 Est. Cost $75.21 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $237 Shares 1,209 Est. Cost $147.01 Unrealized +21.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $235 Shares 1,107 Est. Cost $106.27 Unrealized +98.0%
TE CONNECTIVITY LTD 0.1%
Value ($000) $235 Shares 1,716 Est. Cost $97.81 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $234 Shares 489 Est. Cost $70.26 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $233 Shares 300 Est. Cost $235.37 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $231 Shares 2,804 Est. Cost $82.38 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $229 Shares 1,364 Est. Cost $152.75 Unrealized 0.0%
WPC WP CAREY INC 0.1%
Value ($000) $228 Shares 3,122 Est. Cost $70.97 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $221 Shares 5,772 Est. Cost $41.77 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $219 Shares 1,000 Est. Cost $221.00 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $214 Shares 3,903 Est. Cost $46.62 Unrealized 0.0%
BIIB BIOGEN INC 0.1%
Value ($000) $213 Shares 753 Est. Cost $302.94 Unrealized +8.2%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $212 Shares 2,059 Est. Cost $62.95 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $211 Shares 6,498 Est. Cost $35.98 Unrealized -8.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $208 Shares 2,950 Est. Cost $57.55 Unrealized 0.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $202 Shares 3,451 Est. Cost $45.12 Unrealized 0.0%
LAD LITHIA MTRS INC 0.1%
Value ($000) $201 Shares 634 Est. Cost $359.31 Unrealized -3.1%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $104 Shares 14,787 Est. Cost $6.95 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $43 Shares 11,252 Est. Cost $3.64 Unrealized 0.0%
META FACEBOOK INC 0.0%
Value ($000) $34 Shares 100 Est. Cost $165.92 Unrealized +115.6%
QUMU CORP 0.0%
Value ($000) $27 Shares 11,000 Est. Cost $2.45 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $20 Shares 26 Est. Cost $235.37 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $16 Shares 100 Est. Cost $113.18 Unrealized +32.8%
NKE NIKE INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $75.37 Unrealized +102.4%
LTC LTC PPTYS INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $40.08 Unrealized