CFM WEALTH PARTNERS LLC Diversified Active

CIK: 0001801097 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $331,610 (100.0% shares, 0.0% debt)

Holdings (168)

AAPL APPLE INCORPORATED 12.3%
Value ($000) $40,842 Shares 334,356 Est. Cost $94.33 Unrealized +32.6%
AMZN AMAZON COM INCORPORATED 4.6%
Value ($000) $15,412 Shares 4,981 Est. Cost $92.06 Unrealized +72.2%
WMB WILLIAMS COMPANIES INCORPORATED 3.5%
Value ($000) $11,494 Shares 485,186 Est. Cost $16.25 Unrealized +9.8%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 3.4%
Value ($000) $11,202 Shares 5,431 Est. Cost $65.04 Unrealized +50.6%
MSFT MICROSOFT CORPORATION 3.3%
Value ($000) $11,017 Shares 46,726 Est. Cost $148.90 Unrealized +49.7%
PYPL PAYPAL HLDGS INCORPORATED 3.3%
Value ($000) $10,860 Shares 44,719 Est. Cost $113.89 Unrealized +121.2%
XOM EXXON MOBIL CORPORATION 2.8%
Value ($000) $9,372 Shares 167,860 Est. Cost $52.07 Unrealized -16.8%
CRM SALESFORCE COM INCORPORATED 2.7%
Value ($000) $8,840 Shares 41,722 Est. Cost $165.02 Unrealized +33.3%
META FACEBOOK INCORPORATED CLASS A 2.6%
Value ($000) $8,543 Shares 29,007 Est. Cost $194.15 Unrealized +37.7%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 2.3%
Value ($000) $7,725 Shares 87,052 Est. Cost $60.35 Unrealized +10.7%
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $7,202 Shares 13,489 Est. Cost $8.35 Unrealized +60.6%
V VISA INCORPORATED COM CLASS A 2.0%
Value ($000) $6,527 Shares 30,827 Est. Cost $173.09 Unrealized +17.4%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 1.6%
Value ($000) $5,455 Shares 2,637 Est. Cost $64.66 Unrealized +52.3%
SBUX STARBUCKS CORPORATION 1.5%
Value ($000) $5,063 Shares 46,334 Est. Cost $74.73 Unrealized +25.8%
HD HOME DEPOT INCORPORATED 1.5%
Value ($000) $4,953 Shares 16,226 Est. Cost $205.03 Unrealized +19.2%
IWR ISHARES TR RUS MID CAP ETF 1.5%
Value ($000) $4,938 Shares 66,788 Est. Cost $64.30 Unrealized
MO ALTRIA GROUP INCORPORATED 1.3%
Value ($000) $4,193 Shares 81,950 Est. Cost $28.72 Unrealized +5.9%
AMD ADVANCED MICRO DEVICES INCORPORATED 1.2%
Value ($000) $4,055 Shares 51,659 Est. Cost $36.99 Unrealized +132.7%
QQQ INVESCO QQQ 1.2%
Value ($000) $3,943 Shares 12,356 Est. Cost $227.64 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 1.2%
Value ($000) $3,819 Shares 55,196 Est. Cost $66.71 Unrealized
XYZ SQUARE INCORPORATED CLASS A 1.1%
Value ($000) $3,687 Shares 16,237 Est. Cost $104.50 Unrealized +123.8%
SHW SHERWIN WILLIAMS COMPANY 1.1%
Value ($000) $3,663 Shares 4,964 Est. Cost $189.62 Unrealized +20.3%
MA MASTERCARD INCORPORATED CLASS A 1.1%
Value ($000) $3,554 Shares 9,983 Est. Cost $282.71 Unrealized +20.1%
NFLX NETFLIX INCORPORATED 1.0%
Value ($000) $3,466 Shares 6,644 Est. Cost $39.08 Unrealized +35.7%
DIS DISNEY WALT COMPANY 1.0%
Value ($000) $3,393 Shares 18,386 Est. Cost $134.12 Unrealized +34.3%
PROOFPOINT INCORPORATED 1.0%
Value ($000) $3,345 Shares 26,591 Est. Cost $125.06 Unrealized
PEP PEPSICO INCORPORATED 0.9%
Value ($000) $3,113 Shares 22,010 Est. Cost $112.78 Unrealized +4.6%
PANW PALO ALTO NETWORKS INCORPORATED 0.9%
Value ($000) $3,040 Shares 9,438 Est. Cost $37.82 Unrealized +57.2%
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.9%
Value ($000) $3,007 Shares 5,928 Est. Cost $29.01 Unrealized +6.8%
IWF ISHARES TR RUS 1000 GRW ETF 0.9%
Value ($000) $2,959 Shares 12,174 Est. Cost $187.64 Unrealized
FFIN FIRST FINL BANKSHARES 0.9%
Value ($000) $2,936 Shares 62,830 Est. Cost $30.67 Unrealized +29.0%
NKE NIKE INCORPORATED CLASS B 0.8%
Value ($000) $2,814 Shares 21,177 Est. Cost $86.82 Unrealized +49.2%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.8%
Value ($000) $2,691 Shares 45,968 Est. Cost $46.18 Unrealized +7.8%
MCD MCDONALDS CORPORATION 0.8%
Value ($000) $2,686 Shares 11,983 Est. Cost $174.67 Unrealized +9.5%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.8%
Value ($000) $2,678 Shares 7,352 Est. Cost $303.99 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.8%
Value ($000) $2,619 Shares 11,699 Est. Cost $183.54 Unrealized
JPM JPMORGAN CHASE & COMPANY 0.8%
Value ($000) $2,563 Shares 16,836 Est. Cost $105.47 Unrealized +20.6%
TWLO TWILIO INCORPORATED CLASS A 0.8%
Value ($000) $2,502 Shares 7,341 Est. Cost $206.85 Unrealized +81.1%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $2,364 Shares 5,965 Est. Cost $339.01 Unrealized
AMAT APPLIED MATLS INCORPORATED 0.7%
Value ($000) $2,296 Shares 17,186 Est. Cost $53.00 Unrealized +99.4%
NET CLOUDFLARE INCORPORATED CLASS A COM 0.7%
Value ($000) $2,265 Shares 32,236 Est. Cost $66.72 Unrealized +15.5%
TJX TJX COMPANIES INCORPORATED NEW 0.6%
Value ($000) $2,040 Shares 30,836 Est. Cost $52.64 Unrealized +18.3%
RY ROYAL BK CDA 0.6%
Value ($000) $2,006 Shares 21,746 Est. Cost $74.16 Unrealized +17.4%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,006 Shares 12,203 Est. Cost $121.23 Unrealized +16.1%
WMT WALMART INCORPORATED 0.6%
Value ($000) $1,894 Shares 13,946 Est. Cost $36.73 Unrealized +17.9%
SPT SPROUT SOCIAL INCORPORATED COM CLASS A 0.6%
Value ($000) $1,875 Shares 32,467 Est. Cost $47.88 Unrealized +30.9%
IWD ISHARES TR RUS 1000 VAL ETF 0.5%
Value ($000) $1,786 Shares 11,782 Est. Cost $133.92 Unrealized
SPDR S&P 600 SMALL CAP ETF 0.5%
Value ($000) $1,757 Shares 18,696 Est. Cost $79.00 Unrealized
SHOP SHOPIFY INCORPORATED CLASS A 0.5%
Value ($000) $1,632 Shares 1,475 Est. Cost $120.82 Unrealized 0.0%
ABBV ABBVIE INCORPORATED 0.5%
Value ($000) $1,595 Shares 14,737 Est. Cost $66.73 Unrealized +33.2%
COST COSTCO WHOLESALE CORPORATION NEW 0.5%
Value ($000) $1,565 Shares 4,439 Est. Cost $303.58 Unrealized +8.6%
T AT&T INCORPORATED 0.5%
Value ($000) $1,530 Shares 50,542 Est. Cost $18.86 Unrealized -14.4%
BA BOEING COMPANY 0.5%
Value ($000) $1,522 Shares 5,974 Est. Cost $351.04 Unrealized -36.7%
ASO ACADEMY SPORTS & OUTDOORS INCORPORATED 0.5%
Value ($000) $1,514 Shares 56,108 Est. Cost $23.16 Unrealized 0.0%
QUAL ISHARES TR MSCI USA QLT FCT 0.4%
Value ($000) $1,470 Shares 12,071 Est. Cost $113.84 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,428 Shares 17,518 Est. Cost $87.36 Unrealized -25.7%
CVX CHEVRON CORPORATION NEW 0.4%
Value ($000) $1,407 Shares 13,428 Est. Cost $89.68 Unrealized -11.3%
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.4%
Value ($000) $1,333 Shares 938 Est. Cost $28.92 Unrealized 0.0%
CAT CATERPILLAR INCORPORATED 0.4%
Value ($000) $1,330 Shares 5,736 Est. Cost $122.78 Unrealized +54.0%
CHWY CHEWY INCORPORATED CLASS A 0.4%
Value ($000) $1,309 Shares 15,454 Est. Cost $97.32 Unrealized 0.0%
INTC INTEL CORPORATION 0.4%
Value ($000) $1,266 Shares 19,784 Est. Cost $49.36 Unrealized +9.6%
EXAS EXACT SCIENCES CORPORATION 0.4%
Value ($000) $1,228 Shares 9,322 Est. Cost $86.51 Unrealized +58.2%
UNP UNION PAC CORPORATION 0.4%
Value ($000) $1,206 Shares 5,470 Est. Cost $149.35 Unrealized +25.9%
TXN TEXAS INSTRS INCORPORATED 0.4%
Value ($000) $1,181 Shares 6,249 Est. Cost $103.75 Unrealized +45.9%
KO COCA COLA COMPANY 0.4%
Value ($000) $1,172 Shares 22,243 Est. Cost $43.41 Unrealized -0.0%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $1,151 Shares 19,793 Est. Cost $42.78 Unrealized -1.2%
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $1,147 Shares 2,884 Est. Cost $327.55 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.3%
Value ($000) $1,120 Shares 6,811 Est. Cost $129.29 Unrealized +27.3%
PFE PFIZER INCORPORATED 0.3%
Value ($000) $1,119 Shares 30,897 Est. Cost $26.63 Unrealized +5.3%
MTUM ISHARES TR MSCI USA MMENTM 0.3%
Value ($000) $1,093 Shares 6,795 Est. Cost $145.33 Unrealized
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.3%
Value ($000) $1,086 Shares 5,951 Est. Cost $211.57 Unrealized 0.0%
CONTANGO OIL & GAS COMPANY COM NEW 0.3%
Value ($000) $1,026 Shares 262,972 Est. Cost $3.90 Unrealized
TSLA TESLA INCORPORATED 0.3%
Value ($000) $1,023 Shares 1,531 Est. Cost $100.23 Unrealized +150.5%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,002 Shares 18,912 Est. Cost $47.16 Unrealized -12.2%
YUM YUM BRANDS INCORPORATED 0.3%
Value ($000) $982 Shares 9,081 Est. Cost $92.35 Unrealized +4.7%
DPZ DOMINOS PIZZA INCORPORATED 0.3%
Value ($000) $967 Shares 2,630 Est. Cost $256.08 Unrealized +35.3%
QCOM QUALCOMM INCORPORATED 0.3%
Value ($000) $953 Shares 7,189 Est. Cost $72.83 Unrealized +78.1%
ULTA ULTA BEAUTY INCORPORATED 0.3%
Value ($000) $942 Shares 3,048 Est. Cost $245.44 Unrealized +26.6%
ABT ABBOTT LABS 0.3%
Value ($000) $914 Shares 7,629 Est. Cost $75.30 Unrealized +44.3%
MRK MERCK & COMPANY. INCORPORATED 0.3%
Value ($000) $899 Shares 11,661 Est. Cost $66.24 Unrealized -4.8%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $852 Shares 3,424 Est. Cost $182.69 Unrealized +12.0%
ODFL OLD DOMINION FREIGHT LINE INCORPORATED 0.2%
Value ($000) $811 Shares 3,375 Est. Cost $61.36 Unrealized +70.8%
PWR QUANTA SVCS INCORPORATED 0.2%
Value ($000) $798 Shares 9,073 Est. Cost $40.21 Unrealized +96.3%
DRAFTKINGS INCORPORATED COM CLASS A 0.2%
Value ($000) $779 Shares 12,706 Est. Cost $61.31 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.2%
Value ($000) $701 Shares 12,825 Est. Cost $54.24 Unrealized
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.2%
Value ($000) $688 Shares 2,365 Est. Cost $244.14 Unrealized +4.5%
PB PROSPERITY BANCSHARES INCORPORATED 0.2%
Value ($000) $659 Shares 8,796 Est. Cost $57.82 Unrealized +7.7%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.2%
Value ($000) $657 Shares 10,413 Est. Cost $45.78 Unrealized +11.5%
TGT TARGET CORPORATION 0.2%
Value ($000) $619 Shares 3,126 Est. Cost $99.33 Unrealized +64.3%
YUMC YUM CHINA HLDGS INCORPORATED 0.2%
Value ($000) $564 Shares 9,517 Est. Cost $45.09 Unrealized +32.5%
KMI KINDER MORGAN INCORPORATED DEL 0.2%
Value ($000) $559 Shares 33,592 Est. Cost $13.86 Unrealized -16.6%
EQUITRANS MIDSTREAM CORPORATION 0.2%
Value ($000) $558 Shares 68,381 Est. Cost $8.31 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.2%
Value ($000) $535 Shares 2,812 Est. Cost $113.25 Unrealized +38.6%
MMM 3M COMPANY 0.2%
Value ($000) $534 Shares 2,771 Est. Cost $111.76 Unrealized +11.9%
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $522 Shares 3,919 Est. Cost $99.90 Unrealized -1.8%
CSCO CISCO SYSTEMS INCORPORATED 0.2%
Value ($000) $508 Shares 9,820 Est. Cost $38.09 Unrealized +6.6%
IYH ISHARES TR US HLTHCARE ETF 0.2%
Value ($000) $508 Shares 2,012 Est. Cost $252.49 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATED 0.1%
Value ($000) $496 Shares 1,332 Est. Cost $239.82 Unrealized +33.3%
LLY LILLY ELI & COMPANY 0.1%
Value ($000) $489 Shares 2,616 Est. Cost $107.55 Unrealized +73.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $477 Shares 4,034 Est. Cost $90.18 Unrealized +12.8%
HCA HCA HEALTHCARE INCORPORATED 0.1%
Value ($000) $473 Shares 2,510 Est. Cost $127.66 Unrealized +32.4%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $471 Shares 2,172 Est. Cost $147.41 Unrealized +19.8%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $464 Shares 1,256 Est. Cost $324.81 Unrealized -7.7%
DOW DOW INCORPORATED 0.1%
Value ($000) $452 Shares 7,066 Est. Cost $33.28 Unrealized +37.6%
DHR DANAHER CORPORATION 0.1%
Value ($000) $431 Shares 1,917 Est. Cost $122.98 Unrealized +61.6%
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $425 Shares 3,139 Est. Cost $106.54 Unrealized +8.6%
XEL XCEL ENERGY INCORPORATED 0.1%
Value ($000) $419 Shares 6,300 Est. Cost $51.71 Unrealized +4.5%
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $395 Shares 3,643 Est. Cost $97.29 Unrealized
BAC BK OF AMERICA CORPORATION 0.1%
Value ($000) $380 Shares 9,830 Est. Cost $27.79 Unrealized +10.3%
CSGP COSTAR GROUP INCORPORATED 0.1%
Value ($000) $373 Shares 454 Est. Cost $58.38 Unrealized +47.9%
VFC V F CORPORATION 0.1%
Value ($000) $360 Shares 4,504 Est. Cost $89.63 Unrealized -9.4%
TRGP TARGA RES CORPORATION 0.1%
Value ($000) $353 Shares 11,114 Est. Cost $33.34 Unrealized -15.9%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $349 Shares 6,538 Est. Cost $45.93 Unrealized
TYL TYLER TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $343 Shares 808 Est. Cost $278.52 Unrealized +55.1%
LAM RESEARCH CORPORATION 0.1%
Value ($000) $342 Shares 575 Est. Cost $473.04 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $341 Shares 4,495 Est. Cost $70.22 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $340 Shares 1,910 Est. Cost $136.13 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $335 Shares 1,613 Est. Cost $111.65 Unrealized +90.2%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.1%
Value ($000) $329 Shares 1,289 Est. Cost $217.17 Unrealized +11.8%
C CITIGROUP INCORPORATED COM NEW 0.1%
Value ($000) $326 Shares 4,485 Est. Cost $58.13 Unrealized -3.4%
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $318 Shares 3,351 Est. Cost $90.32 Unrealized
NOW SERVICENOW INCORPORATED 0.1%
Value ($000) $311 Shares 621 Est. Cost $59.47 Unrealized +77.5%
IYF ISHARES TR U.S. FINLS ETF 0.1%
Value ($000) $309 Shares 4,122 Est. Cost $74.96 Unrealized
PH PARKER-HANNIFIN CORPORATION 0.1%
Value ($000) $304 Shares 963 Est. Cost $231.36 Unrealized +16.9%
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.1%
Value ($000) $301 Shares 3,411 Est. Cost $23.85 Unrealized +57.5%
ALLY ALLY FINL INCORPORATED 0.1%
Value ($000) $301 Shares 6,655 Est. Cost $25.55 Unrealized +39.1%
SM SM ENERGY COMPANY 0.1%
Value ($000) $298 Shares 18,205 Est. Cost $8.19 Unrealized +43.9%
PAYC PAYCOM SOFTWARE INCORPORATED 0.1%
Value ($000) $293 Shares 791 Est. Cost $231.95 Unrealized +66.6%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $291 Shares 1,319 Est. Cost $196.36 Unrealized
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value ($000) $289 Shares 633 Est. Cost $298.40 Unrealized +57.9%
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM 0.1%
Value ($000) $288 Shares 1,101 Est. Cost $146.93 Unrealized +89.6%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $286 Shares 1,520 Est. Cost $145.09 Unrealized +8.0%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $281 Shares 7,706 Est. Cost $25.00 Unrealized +2.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $278 Shares 1,006 Est. Cost $177.04 Unrealized +36.3%
DISCOVER FINL SVCS 0.1%
Value ($000) $275 Shares 2,896 Est. Cost $90.47 Unrealized
TE CONNECTIVITY LIMITED REG SHS 0.1%
Value ($000) $268 Shares 2,075 Est. Cost $62.82 Unrealized
WST WEST PHARMACEUTICAL SVSC INCORPORATED 0.1%
Value ($000) $267 Shares 949 Est. Cost $143.32 Unrealized +97.3%
FIVE FIVE BELOW INCORPORATED 0.1%
Value ($000) $264 Shares 1,384 Est. Cost $148.09 Unrealized +27.3%
HEI HEICO CORPORATION NEW 0.1%
Value ($000) $258 Shares 2,048 Est. Cost $121.76 Unrealized +5.5%
FAST FASTENAL COMPANY 0.1%
Value ($000) $258 Shares 5,135 Est. Cost $15.30 Unrealized +39.1%
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value ($000) $256 Shares 8,145 Est. Cost $33.88 Unrealized
RITCHIE BROS AUCTIONEERS 0.1%
Value ($000) $251 Shares 4,292 Est. Cost $34.28 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $251 Shares 4,313 Est. Cost $59.46 Unrealized
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 0.1%
Value ($000) $250 Shares 7,825 Est. Cost $29.39 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.1%
Value ($000) $246 Shares 4,850 Est. Cost $50.93 Unrealized
LOPE GRAND CANYON ED INCORPORATED 0.1%
Value ($000) $241 Shares 2,251 Est. Cost $85.95 Unrealized +15.6%
ECL ECOLAB INCORPORATED 0.1%
Value ($000) $240 Shares 1,120 Est. Cost $177.67 Unrealized +13.4%
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $232 Shares 1,499 Est. Cost $121.19 Unrealized +16.4%
IGIB ISHARES TR ISHS 5-10YR INVT 0.1%
Value ($000) $227 Shares 3,838 Est. Cost $58.36 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $227 Shares 687 Est. Cost $305.68 Unrealized
IHS MARKIT LIMITED SHS 0.1%
Value ($000) $225 Shares 2,325 Est. Cost $60.01 Unrealized
VRSK VERISK ANALYTICS INCORPORATED 0.1%
Value ($000) $224 Shares 1,266 Est. Cost $142.41 Unrealized +24.6%
ANSYS INCORPORATED 0.1%
Value ($000) $224 Shares 661 Est. Cost $266.42 Unrealized
AMEDISYS INCORPORATED 0.1%
Value ($000) $223 Shares 842 Est. Cost $181.63 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value ($000) $223 Shares 3,450 Est. Cost $51.27 Unrealized +4.1%
HOMB HOME BANCSHARES INCORPORATED 0.1%
Value ($000) $221 Shares 8,152 Est. Cost $24.03 Unrealized 0.0%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $221 Shares 2,288 Est. Cost $75.68 Unrealized -0.3%
BL BLACKLINE INCORPORATED 0.1%
Value ($000) $220 Shares 2,029 Est. Cost $49.92 Unrealized +149.8%
ROL ROLLINS INCORPORATED 0.1%
Value ($000) $220 Shares 6,395 Est. Cost $26.59 Unrealized +26.7%
ACTIVISION BLIZZARD INCORPORATED 0.1%
Value ($000) $217 Shares 2,334 Est. Cost $60.43 Unrealized
IAC INTERACTIVECORP NEW 0.1%
Value ($000) $216 Shares 999 Est. Cost $188.89 Unrealized
IDXX IDEXX LABS INCORPORATED 0.1%
Value ($000) $216 Shares 442 Est. Cost $447.44 Unrealized +12.0%
WEC WEC ENERGY GROUP INCORPORATED 0.1%
Value ($000) $212 Shares 2,262 Est. Cost $76.92 Unrealized -3.7%
ACWV ISHARES INCORPORATED MSCI GBL MIN VOL 0.1%
Value ($000) $208 Shares 2,108 Est. Cost $96.77 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.1%
Value ($000) $207 Shares 1,963 Est. Cost $105.45 Unrealized
BKNG BOOKING HOLDINGS INCORPORATED 0.1%
Value ($000) $207 Shares 89 Est. Cost $2185.19 Unrealized 0.0%
BX BLACKSTONE GROUP INCORPORATED 0.1%
Value ($000) $202 Shares 2,715 Est. Cost $58.60 Unrealized 0.0%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $178 Shares 13,587 Est. Cost $11.45 Unrealized