Secure Asset Management, LLC Diversified Active

CIK: 0001800692 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 13, 2023

Total Value ($000): $299,758 (100.0% shares, 0.0% debt)

Holdings (186)

IVV ISHARES TR 12.4%
Value ($000) $37,319 Shares 90,783 Est. Cost $389.01 Unrealized
AAPL APPLE INC 10.4%
Value ($000) $31,187 Shares 189,128 Est. Cost $102.20 Unrealized +42.4%
FV FIRST TR EXCHANGE-TRADED FD 4.5%
Value ($000) $13,403 Shares 297,310 Est. Cost $40.63 Unrealized
XLK SELECT SECTOR SPDR TR 2.6%
Value ($000) $7,903 Shares 52,338 Est. Cost $120.45 Unrealized
VTIP VANGUARD MALVERN FDS 2.1%
Value ($000) $6,360 Shares 132,997 Est. Cost $50.62 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $5,190 Shares 18,001 Est. Cost $173.54 Unrealized +43.7%
VOO VANGUARD INDEX FDS 1.7%
Value ($000) $5,151 Shares 13,696 Est. Cost $340.01 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 1.4%
Value ($000) $4,120 Shares 62,052 Est. Cost $65.81 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $4,086 Shares 14,709 Est. Cost $22.61 Unrealized -4.4%
VYM VANGUARD WHITEHALL FDS 1.3%
Value ($000) $3,915 Shares 37,114 Est. Cost $99.86 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $3,733 Shares 35,375 Est. Cost $105.53 Unrealized
USFR WISDOMTREE TR 1.2%
Value ($000) $3,700 Shares 73,609 Est. Cost $50.27 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $3,545 Shares 60,555 Est. Cost $58.78 Unrealized
MRK MERCK & CO INC 1.1%
Value ($000) $3,351 Shares 31,497 Est. Cost $68.68 Unrealized +43.7%
FEX FIRST TR LRGE CP CORE ALPHA 1.0%
Value ($000) $3,047 Shares 37,848 Est. Cost $80.08 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $3,043 Shares 27,746 Est. Cost $65.03 Unrealized +54.1%
FTCS FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $2,861 Shares 39,225 Est. Cost $74.95 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $2,829 Shares 26,306 Est. Cost $108.71 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,823 Shares 15,150 Est. Cost $174.41 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $2,820 Shares 17,692 Est. Cost $69.18 Unrealized +99.6%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $2,649 Shares 20,332 Est. Cost $113.35 Unrealized +13.1%
FVD FIRST TR VALUE LINE DIVID IN 0.9%
Value ($000) $2,622 Shares 65,300 Est. Cost $39.91 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $2,566 Shares 127,845 Est. Cost $19.66 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $2,558 Shares 132,522 Est. Cost $19.02 Unrealized
FLDR FIDELITY MERRIMACK STR TR 0.8%
Value ($000) $2,531 Shares 50,984 Est. Cost $49.50 Unrealized
FIDELITY MERRIMACK STR TR 0.8%
Value ($000) $2,523 Shares 50,499 Est. Cost $49.87 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $2,492 Shares 66,746 Est. Cost $38.98 Unrealized
SCHD SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,470 Shares 33,762 Est. Cost $79.80 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $2,152 Shares 34,700 Est. Cost $51.22 Unrealized +8.2%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $2,141 Shares 4,528 Est. Cost $387.14 Unrealized +11.9%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,112 Shares 12,942 Est. Cost $129.00 Unrealized +15.1%
XLE SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,041 Shares 24,643 Est. Cost $74.05 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $2,037 Shares 106,298 Est. Cost $19.03 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $2,034 Shares 96,494 Est. Cost $20.97 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $2,032 Shares 100,180 Est. Cost $20.23 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $2,030 Shares 98,590 Est. Cost $20.56 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $2,029 Shares 36,526 Est. Cost $51.51 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $2,023 Shares 26,544 Est. Cost $77.16 Unrealized
NOBL PROSHARES TR 0.7%
Value ($000) $1,966 Shares 21,551 Est. Cost $90.24 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1,947 Shares 18,845 Est. Cost $111.41 Unrealized -13.3%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.6%
Value ($000) $1,897 Shares 18,845 Est. Cost $88.78 Unrealized
SRLN SSGA ACTIVE ETF TR 0.6%
Value ($000) $1,855 Shares 44,747 Est. Cost $42.21 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,853 Shares 12,031 Est. Cost $136.04 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.6%
Value ($000) $1,821 Shares 20,245 Est. Cost $87.83 Unrealized
NEM NEWMONT CORP 0.6%
Value ($000) $1,814 Shares 37,004 Est. Cost $41.48 Unrealized +8.0%
EPD ENTERPRISE PRODS PARTNERS L 0.6%
Value ($000) $1,811 Shares 69,940 Est. Cost $23.90 Unrealized
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $1,759 Shares 7,708 Est. Cost $205.41 Unrealized +6.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.6%
Value ($000) $1,753 Shares 28,076 Est. Cost $54.39 Unrealized +0.9%
ET ENERGY TRANSFER L P 0.6%
Value ($000) $1,715 Shares 137,521 Est. Cost $11.46 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.6%
Value ($000) $1,696 Shares 18,637 Est. Cost $82.78 Unrealized -0.9%
CCI CROWN CASTLE INC 0.5%
Value ($000) $1,640 Shares 12,253 Est. Cost $122.59 Unrealized -4.1%
FLTR VANECK ETF TRUST 0.5%
Value ($000) $1,632 Shares 65,361 Est. Cost $24.95 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $1,623 Shares 29,028 Est. Cost $56.43 Unrealized -10.4%
IIPR INNOVATIVE INDL PPTYS INC 0.5%
Value ($000) $1,614 Shares 21,239 Est. Cost $75.99 Unrealized
KR KROGER CO 0.5%
Value ($000) $1,608 Shares 32,562 Est. Cost $23.43 Unrealized +83.1%
V VISA INC 0.5%
Value ($000) $1,592 Shares 7,063 Est. Cost $197.57 Unrealized +10.3%
BLACKROCK MUNIYIELD MICH QU 0.5%
Value ($000) $1,582 Shares 141,386 Est. Cost $11.89 Unrealized
WMB WILLIAMS COS INC 0.5%
Value ($000) $1,582 Shares 52,965 Est. Cost $28.31 Unrealized -4.1%
FRANCHISE GROUP INC 0.5%
Value ($000) $1,573 Shares 57,708 Est. Cost $25.96 Unrealized
UPBD UPBOUND GROUP INC 0.5%
Value ($000) $1,546 Shares 63,079 Est. Cost $22.46 Unrealized +14.6%
LAZARD LTD 0.5%
Value ($000) $1,544 Shares 46,632 Est. Cost $33.81 Unrealized
CWH CAMPING WORLD HLDGS INC 0.5%
Value ($000) $1,526 Shares 73,137 Est. Cost $23.13 Unrealized -9.7%
MCD MCDONALDS CORP 0.5%
Value ($000) $1,464 Shares 5,237 Est. Cost $208.05 Unrealized +20.4%
FTXO FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,459 Shares 68,616 Est. Cost $28.15 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.5%
Value ($000) $1,394 Shares 12,230 Est. Cost $104.74 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,380 Shares 9,283 Est. Cost $109.72 Unrealized +21.4%
ITA ISHARES TR 0.4%
Value ($000) $1,318 Shares 11,451 Est. Cost $103.01 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $1,211 Shares 5,716 Est. Cost $201.43 Unrealized -16.0%
FTXN FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,176 Shares 43,611 Est. Cost $19.44 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,095 Shares 2,318 Est. Cost $316.35 Unrealized +44.5%
CRM SALESFORCE INC 0.4%
Value ($000) $1,067 Shares 5,339 Est. Cost $168.01 Unrealized -0.7%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,051 Shares 10,494 Est. Cost $118.30 Unrealized -16.7%
BX BLACKSTONE INC 0.3%
Value ($000) $1,043 Shares 11,872 Est. Cost $54.38 Unrealized +49.3%
WMT WALMART INC 0.3%
Value ($000) $1,024 Shares 6,946 Est. Cost $39.11 Unrealized +17.1%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $994 Shares 18,986 Est. Cost $70.22 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $966 Shares 7,868 Est. Cost $93.34 Unrealized +19.9%
FISV FISERV INC 0.3%
Value ($000) $950 Shares 8,401 Est. Cost $100.19 Unrealized +9.8%
MIRM MIRUM PHARMACEUTICALS INC 0.3%
Value ($000) $937 Shares 39,005 Est. Cost $19.77 Unrealized +15.3%
SMPL SIMPLY GOOD FOODS CO 0.3%
Value ($000) $930 Shares 23,375 Est. Cost $35.76 Unrealized +3.3%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $924 Shares 5,958 Est. Cost $127.15 Unrealized +16.3%
F FORD MTR CO DEL 0.3%
Value ($000) $917 Shares 72,789 Est. Cost $8.58 Unrealized +18.9%
C CITIGROUP INC 0.3%
Value ($000) $913 Shares 19,461 Est. Cost $41.58 Unrealized +6.5%
GOLD A-MARK PRECIOUS METALS INC 0.3%
Value ($000) $909 Shares 26,246 Est. Cost $33.25 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.3%
Value ($000) $897 Shares 1,995 Est. Cost $57.83 Unrealized +20.9%
VISTA OUTDOOR INC 0.3%
Value ($000) $893 Shares 32,233 Est. Cost $24.59 Unrealized
PULS PGIM ETF TR 0.3%
Value ($000) $882 Shares 17,891 Est. Cost $49.19 Unrealized
RPAY REPAY HLDGS CORP 0.3%
Value ($000) $869 Shares 132,254 Est. Cost $7.99 Unrealized +3.1%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $849 Shares 2,203 Est. Cost $284.35 Unrealized
HAS HASBRO INC 0.3%
Value ($000) $840 Shares 15,640 Est. Cost $53.76 Unrealized -6.6%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $833 Shares 3,950 Est. Cost $184.44 Unrealized
CC CHEMOURS CO 0.3%
Value ($000) $831 Shares 27,746 Est. Cost $26.75 Unrealized +10.1%
PIONEER NAT RES CO 0.3%
Value ($000) $827 Shares 4,050 Est. Cost $224.16 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $820 Shares 3,953 Est. Cost $233.99 Unrealized -25.4%
MARATHON OIL CORP 0.3%
Value ($000) $818 Shares 34,150 Est. Cost $25.43 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $815 Shares 10,972 Est. Cost $57.65 Unrealized +30.4%
USB US BANCORP DEL 0.3%
Value ($000) $802 Shares 22,254 Est. Cost $38.10 Unrealized +1.4%
DTE DTE ENERGY CO 0.3%
Value ($000) $799 Shares 7,295 Est. Cost $92.05 Unrealized +9.8%
LIBERTY MEDIA CORP DEL 0.3%
Value ($000) $793 Shares 28,218 Est. Cost $28.09 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $750 Shares 2,542 Est. Cost $253.78 Unrealized +12.2%
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $693 Shares 4,940 Est. Cost $165.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $671 Shares 2,174 Est. Cost $315.16 Unrealized -2.2%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $664 Shares 3,251 Est. Cost $187.63 Unrealized
SHYD VANECK ETF TRUST 0.2%
Value ($000) $658 Shares 29,541 Est. Cost $22.27 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $614 Shares 11,762 Est. Cost $67.96 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $611 Shares 1,493 Est. Cost $400.08 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $606 Shares 15,589 Est. Cost $40.25 Unrealized -18.8%
IHI ISHARES TR 0.2%
Value ($000) $548 Shares 10,156 Est. Cost $65.85 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $539 Shares 4,222 Est. Cost $116.55 Unrealized -0.1%
TFLO ISHARES TR 0.2%
Value ($000) $537 Shares 10,623 Est. Cost $50.59 Unrealized
SGOV ISHARES TR 0.2%
Value ($000) $536 Shares 5,332 Est. Cost $100.58 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $527 Shares 8,064 Est. Cost $71.64 Unrealized
QVOY ULTIMUS MANAGERS TR 0.2%
Value ($000) $523 Shares 20,832 Est. Cost $24.85 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $519 Shares 8,440 Est. Cost $62.07 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $499 Shares 3,858 Est. Cost $121.31 Unrealized
SNY SANOFI 0.2%
Value ($000) $495 Shares 9,096 Est. Cost $47.61 Unrealized
IXC ISHARES TR 0.2%
Value ($000) $490 Shares 12,968 Est. Cost $36.15 Unrealized
FENY FIDELITY COVINGTON TRUST 0.2%
Value ($000) $488 Shares 21,757 Est. Cost $23.84 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $469 Shares 5,710 Est. Cost $82.16 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $466 Shares 1 Est. Cost $466851.03 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $454 Shares 5,892 Est. Cost $63.78 Unrealized +10.8%
CSX CSX CORP 0.1%
Value ($000) $440 Shares 14,701 Est. Cost $27.92 Unrealized +5.5%
PFE PFIZER INC 0.1%
Value ($000) $436 Shares 10,697 Est. Cost $34.42 Unrealized +6.2%
SYK STRYKER CORPORATION 0.1%
Value ($000) $433 Shares 1,517 Est. Cost $219.76 Unrealized +17.3%
PEP PEPSICO INC 0.1%
Value ($000) $417 Shares 2,289 Est. Cost $119.19 Unrealized +33.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $417 Shares 4,261 Est. Cost $58.67 Unrealized +57.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $407 Shares 2,129 Est. Cost $153.07 Unrealized +15.4%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $405 Shares 9,100 Est. Cost $40.22 Unrealized
XAR SPDR SER TR 0.1%
Value ($000) $400 Shares 3,425 Est. Cost $112.79 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $393 Shares 1,226 Est. Cost $363.43 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $386 Shares 3,725 Est. Cost $103.69 Unrealized -8.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $386 Shares 835 Est. Cost $317.18 Unrealized +39.4%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $380 Shares 2,590 Est. Cost $136.83 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $380 Shares 7,476 Est. Cost $50.55 Unrealized
NKE NIKE INC 0.1%
Value ($000) $378 Shares 3,086 Est. Cost $102.98 Unrealized +13.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $369 Shares 1,659 Est. Cost $145.45 Unrealized +45.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $351 Shares 1,810 Est. Cost $124.56 Unrealized +27.0%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $346 Shares 9,904 Est. Cost $30.21 Unrealized +19.5%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $341 Shares 6,304 Est. Cost $47.78 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $333 Shares 3,298 Est. Cost $82.39 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $328 Shares 1,247 Est. Cost $263.22 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $328 Shares 2,650 Est. Cost $127.92 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $327 Shares 7,119 Est. Cost $30.43 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $325 Shares 4,693 Est. Cost $51.48 Unrealized +19.5%
NFLX NETFLIX INC 0.1%
Value ($000) $324 Shares 938 Est. Cost $28.05 Unrealized +18.0%
BA BOEING CO 0.1%
Value ($000) $319 Shares 1,501 Est. Cost $334.22 Unrealized -37.8%
OIH VANECK ETF TRUST 0.1%
Value ($000) $319 Shares 1,150 Est. Cost $300.36 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $311 Shares 9,109 Est. Cost $34.65 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $299 Shares 1,253 Est. Cost $210.15 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $293 Shares 457 Est. Cost $52.92 Unrealized +8.8%
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $291 Shares 1,153 Est. Cost $300.50 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $287 Shares 1,425 Est. Cost $150.22 Unrealized +26.1%
T AT&T INC 0.1%
Value ($000) $286 Shares 14,856 Est. Cost $16.82 Unrealized -2.8%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $285 Shares 18,347 Est. Cost $15.93 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $282 Shares 1,850 Est. Cost $136.92 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $281 Shares 729 Est. Cost $429.52 Unrealized -17.3%
SLV ISHARES SILVER TR 0.1%
Value ($000) $278 Shares 12,582 Est. Cost $22.03 Unrealized
XSD SPDR SER TR 0.1%
Value ($000) $275 Shares 1,318 Est. Cost $236.98 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $261 Shares 525 Est. Cost $468.77 Unrealized +0.5%
KIE SPDR SER TR 0.1%
Value ($000) $258 Shares 6,566 Est. Cost $40.76 Unrealized
VFQY VANGUARD WELLINGTON FD 0.1%
Value ($000) $257 Shares 2,370 Est. Cost $119.17 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $253 Shares 3,524 Est. Cost $25.00 Unrealized +14.7%
GLDM WORLD GOLD TR 0.1%
Value ($000) $246 Shares 6,296 Est. Cost $39.11 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $244 Shares 3,910 Est. Cost $60.67 Unrealized -2.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $239 Shares 696 Est. Cost $248.50 Unrealized +32.8%
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $237 Shares 5,251 Est. Cost $47.42 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $234 Shares 1,474 Est. Cost $158.75 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $229 Shares 5,070 Est. Cost $45.15 Unrealized
USO UNITED STS OIL FD LP 0.1%
Value ($000) $228 Shares 3,439 Est. Cost $74.15 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $227 Shares 4,832 Est. Cost $46.95 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $224 Shares 1,149 Est. Cost $194.96 Unrealized
PII POLARIS INC 0.1%
Value ($000) $223 Shares 2,012 Est. Cost $104.18 Unrealized +6.3%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $220 Shares 955 Est. Cost $210.19 Unrealized
ESP ESPEY MFG & ELECTRS CORP 0.1%
Value ($000) $216 Shares 10,670 Est. Cost $12.50 Unrealized +27.8%
IJR ISHARES TR 0.1%
Value ($000) $215 Shares 2,221 Est. Cost $107.01 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $213 Shares 2,445 Est. Cost $84.53 Unrealized -2.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $211 Shares 646 Est. Cost $318.67 Unrealized +1.6%
CI THE CIGNA GROUP 0.1%
Value ($000) $210 Shares 823 Est. Cost $220.31 Unrealized +25.4%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $209 Shares 2,593 Est. Cost $80.67 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $207 Shares 2,975 Est. Cost $53.77 Unrealized +12.8%
PSA PUBLIC STORAGE 0.1%
Value ($000) $207 Shares 685 Est. Cost $168.59 Unrealized +54.6%
DOW DOW INC 0.1%
Value ($000) $207 Shares 3,773 Est. Cost $47.30 Unrealized 0.0%
CTVA CORTEVA INC 0.1%
Value ($000) $206 Shares 3,417 Est. Cost $56.17 Unrealized +5.2%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $206 Shares 2,036 Est. Cost $102.97 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $204 Shares 2,718 Est. Cost $69.73 Unrealized -0.2%
AMGN AMGEN INC 0.1%
Value ($000) $203 Shares 842 Est. Cost $224.03 Unrealized 0.0%
LIT GLOBAL X FDS 0.1%
Value ($000) $201 Shares 3,166 Est. Cost $63.54 Unrealized