Investment Research & Advisory Group, Inc. Diversified Active

CIK: 0001802136 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 29, 2021

Total Value ($000): $151,687 (100.0% shares, 0.0% debt)

Holdings (176)

VOO VANGUARD S&P 500 ETF 19.0%
Value ($000) $28,813 Shares 73,220 Est. Cost $336.53 Unrealized
AAPL APPLE INC 7.5%
Value ($000) $11,409 Shares 83,304 Est. Cost $94.52 Unrealized +33.8%
MSFT MICROSOFT CORP 4.7%
Value ($000) $7,069 Shares 26,096 Est. Cost $140.87 Unrealized +73.7%
AMZN AMAZON.COM INC 4.2%
Value ($000) $6,378 Shares 1,854 Est. Cost $88.62 Unrealized +87.6%
PYPL PAYPAL HOLDINGS INCORPOR 3.8%
Value ($000) $5,813 Shares 19,943 Est. Cost $103.97 Unrealized +153.5%
GOOGL ALPHABET INC. 3.1%
Value ($000) $4,727 Shares 1,936 Est. Cost $64.52 Unrealized +79.7%
MA MASTERCARD INC 3.1%
Value ($000) $4,657 Shares 12,756 Est. Cost $272.58 Unrealized +32.9%
V VISA INC 2.8%
Value ($000) $4,207 Shares 17,994 Est. Cost $172.55 Unrealized +28.1%
BLACKROCK INC 2.6%
Value ($000) $3,995 Shares 4,565 Est. Cost $513.99 Unrealized
IQV IQVIA HOLDINGS INC 2.5%
Value ($000) $3,817 Shares 15,752 Est. Cost $145.13 Unrealized +59.1%
JPMORGAN CHASE & CO 2.3%
Value ($000) $3,490 Shares 22,439 Est. Cost $133.14 Unrealized
SCHW THE CHARLES SCHWAB CORP 2.3%
Value ($000) $3,488 Shares 47,909 Est. Cost $38.78 Unrealized +71.8%
META FACEBOOK INC 2.2%
Value ($000) $3,334 Shares 9,589 Est. Cost $198.51 Unrealized +60.5%
CMCSA COMCAST CORP 1.9%
Value ($000) $2,810 Shares 49,279 Est. Cost $35.40 Unrealized +38.6%
CRM SALESFORCE COM 1.7%
Value ($000) $2,642 Shares 10,814 Est. Cost $168.63 Unrealized +35.0%
PFIZER INC 1.7%
Value ($000) $2,503 Shares 63,921 Est. Cost $34.55 Unrealized
UNH UNITEDHEALTH GRP INC 1.6%
Value ($000) $2,498 Shares 6,239 Est. Cost $246.79 Unrealized +49.5%
SBUX STARBUCKS CORP 1.6%
Value ($000) $2,470 Shares 22,088 Est. Cost $69.27 Unrealized +46.8%
DIS WALT DISNEY CO 1.6%
Value ($000) $2,410 Shares 13,712 Est. Cost $120.62 Unrealized +45.7%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $2,351 Shares 14,289 Est. Cost $115.99 Unrealized +24.9%
BABA ALIBABA GROUP HLDG LTD 1.5%
Value ($000) $2,226 Shares 9,816 Est. Cost $213.08 Unrealized
SPYX SPDR S&P 500 ETF IV 1.4%
Value ($000) $2,183 Shares 5,100 Est. Cost $286.60 Unrealized
CB CHUBB LTD F 1.3%
Value ($000) $1,978 Shares 12,446 Est. Cost $122.25 Unrealized +27.0%
MCD MCDONALDS CORP 1.3%
Value ($000) $1,935 Shares 8,376 Est. Cost $165.61 Unrealized +26.4%
PM PHILIP MORRIS INTL 1.2%
Value ($000) $1,886 Shares 19,029 Est. Cost $56.42 Unrealized +35.4%
BRK/B BERKSHIRE HATHAWAY 1.2%
Value ($000) $1,842 Shares 6,629 Est. Cost $217.20 Unrealized +28.7%
KMX CARMAX INC 1.1%
Value ($000) $1,744 Shares 13,506 Est. Cost $84.55 Unrealized +46.2%
CERNER CORP 1.1%
Value ($000) $1,731 Shares 22,145 Est. Cost $71.52 Unrealized
TSM TAIWAN SEMICONDUCTR 1.0%
Value ($000) $1,532 Shares 12,748 Est. Cost $118.27 Unrealized
GD GENERAL DYNAMICS CO 1.0%
Value ($000) $1,506 Shares 8,001 Est. Cost $135.61 Unrealized +26.0%
BDX BECTON DICKINSON&CO 0.9%
Value ($000) $1,402 Shares 5,766 Est. Cost $222.25 Unrealized -0.1%
UNILEVER PLC 0.9%
Value ($000) $1,355 Shares 23,156 Est. Cost $60.14 Unrealized
UBER UBER TECHNOLOGIES INC 0.8%
Value ($000) $1,168 Shares 23,303 Est. Cost $30.28 Unrealized +72.5%
MMM 3M CO 0.8%
Value ($000) $1,144 Shares 5,758 Est. Cost $105.52 Unrealized +33.1%
PG PROCTER & GAMBLE 0.7%
Value ($000) $1,086 Shares 8,046 Est. Cost $102.77 Unrealized +17.5%
HD HOME DEPOT INC 0.6%
Value ($000) $867 Shares 2,718 Est. Cost $195.97 Unrealized +44.8%
DELTA AIR LINES INC DEL 0.6%
Value ($000) $862 Shares 19,931 Est. Cost $30.77 Unrealized
VB VANGUARD SMALL CAP ETF IV 0.6%
Value ($000) $843 Shares 3,742 Est. Cost $133.49 Unrealized
IVW ISHARES S&P 500 GROWTH ETF IV 0.5%
Value ($000) $739 Shares 10,164 Est. Cost $72.71 Unrealized
GENERAL ELECTRIC CO 0.5%
Value ($000) $721 Shares 53,583 Est. Cost $10.96 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STK ETF 0.5%
Value ($000) $692 Shares 10,532 Est. Cost $45.25 Unrealized
LYFT LYFT INC 0.4%
Value ($000) $676 Shares 11,170 Est. Cost $45.82 Unrealized +25.5%
IVE ISHARES S&P 500 VALUE ETF IV 0.4%
Value ($000) $617 Shares 4,179 Est. Cost $147.64 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $556 Shares 2,421 Est. Cost $108.45 Unrealized +76.9%
MDY SPDR S&P MIDCAP 400 ETF 0.3%
Value ($000) $416 Shares 847 Est. Cost $371.47 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.3%
Value ($000) $397 Shares 6,265 Est. Cost $53.75 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $396 Shares 1,118 Est. Cost $218.08 Unrealized
GOOG ALPHABET INC. 0.3%
Value ($000) $386 Shares 154 Est. Cost $64.05 Unrealized +84.7%
FDX FEDEX CORP 0.2%
Value ($000) $349 Shares 1,171 Est. Cost $137.51 Unrealized +96.6%
JPMORGAN BETABUILDERS EUROPE ETF 0.2%
Value ($000) $333 Shares 5,694 Est. Cost $58.48 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $326 Shares 3,793 Est. Cost $85.30 Unrealized
IJH ISHARES CORE S&P MID CAPETF IV 0.2%
Value ($000) $306 Shares 1,138 Est. Cost $210.84 Unrealized
JPMORGAN BETABUILDERS JAPAN ETF 0.2%
Value ($000) $304 Shares 5,375 Est. Cost $56.56 Unrealized
VDE VANGUARD ENERGY ETF IV 0.2%
Value ($000) $301 Shares 3,965 Est. Cost $50.19 Unrealized
IWB ISHARES RUSSELL 1000 ETF IV 0.2%
Value ($000) $285 Shares 1,179 Est. Cost $178.59 Unrealized
AMT AMERN TOWER CORP REIT 0.2%
Value ($000) $267 Shares 988 Est. Cost $183.82 Unrealized +20.4%
SCHO SCHWAB SHORT TERM US TREASURY ETF 0.2%
Value ($000) $266 Shares 5,199 Est. Cost $51.16 Unrealized
SNPS SYNOVUS FINL CO 0.2%
Value ($000) $251 Shares 5,717 Est. Cost $137.18 Unrealized +85.0%
NVS NOVARTIS AG 0.1%
Value ($000) $220 Shares 2,413 Est. Cost $91.57 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $220 Shares 1,132 Est. Cost $102.36 Unrealized +75.4%
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 0.1%
Value ($000) $220 Shares 3,849 Est. Cost $56.89 Unrealized
TRUIST FINL CORP 0.1%
Value ($000) $209 Shares 3,757 Est. Cost $43.23 Unrealized
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $202 Shares 544 Est. Cost $37.82 Unrealized +56.7%
MRK MERCK & CO. INC. 0.1%
Value ($000) $195 Shares 2,503 Est. Cost $66.46 Unrealized -3.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $193 Shares 882 Est. Cost $143.91 Unrealized +33.5%
IJR ISHARES CORE S&P SMALL CAP ETF IV 0.1%
Value ($000) $190 Shares 1,685 Est. Cost $92.43 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $177 Shares 796 Est. Cost $163.54 Unrealized
MINT PIMCO ENHNCD SHRT MATRTYACTV ETF IV 0.1%
Value ($000) $168 Shares 1,649 Est. Cost $101.92 Unrealized
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.1%
Value ($000) $166 Shares 1,252 Est. Cost $152.10 Unrealized
IEI ISHARES 3-7 YEAR TRERY BOND ETF 0.1%
Value ($000) $162 Shares 1,243 Est. Cost $130.33 Unrealized
IVV ISHARES CORE S&P 500 ETF IV 0.1%
Value ($000) $152 Shares 354 Est. Cost $322.03 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $150 Shares 1,227 Est. Cost $107.58 Unrealized
AMGN AMGEN INC. 0.1%
Value ($000) $147 Shares 604 Est. Cost $182.69 Unrealized +16.3%
IJS ISHARES S&P SMALL CAP 600 ETF IV 0.1%
Value ($000) $136 Shares 1,294 Est. Cost $120.94 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $134 Shares 1,193 Est. Cost $65.70 Unrealized +44.2%
IEMG ISHARES CORE MSCI 0.1%
Value ($000) $125 Shares 1,866 Est. Cost $66.62 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $117 Shares 1,000 Est. Cost $106.00 Unrealized
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $117 Shares 946 Est. Cost $43.32 Unrealized +145.7%
JPMORGAN BETABUILDERS CANADA ETF 0.1%
Value ($000) $116 Shares 1,794 Est. Cost $64.66 Unrealized
DRAFTKINGS INC 0.1%
Value ($000) $116 Shares 2,232 Est. Cost $61.34 Unrealized
KO THE COCA-COLA CO 0.1%
Value ($000) $115 Shares 2,122 Est. Cost $44.58 Unrealized +6.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $114 Shares 2,773 Est. Cost $28.71 Unrealized +27.3%
MDLZ MONDELEZ INTL 0.1%
Value ($000) $108 Shares 1,725 Est. Cost $46.48 Unrealized +17.5%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $105 Shares 642 Est. Cost $119.94 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $103 Shares 888 Est. Cost $75.30 Unrealized +42.5%
PNC PNC FINL SERVICES 0.1%
Value ($000) $103 Shares 538 Est. Cost $123.75 Unrealized +28.2%
JPMORGAN BETABUILDERS DEVELOPED ASIA EX-JAPAN ETF 0.1%
Value ($000) $102 Shares 1,751 Est. Cost $58.25 Unrealized
ENSTAR GROUP LTD F 0.1%
Value ($000) $102 Shares 426 Est. Cost $206.00 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.1%
Value ($000) $101 Shares 1,231 Est. Cost $80.90 Unrealized
NKE NIKE INC 0.1%
Value ($000) $101 Shares 655 Est. Cost $86.82 Unrealized +44.8%
XYZ SQUARE INC 0.1%
Value ($000) $98 Shares 400 Est. Cost $68.39 Unrealized +239.1%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $95 Shares 1,171 Est. Cost $59.11 Unrealized +24.2%
PENN PENN NTNL GAMING 0.1%
Value ($000) $93 Shares 1,210 Est. Cost $110.14 Unrealized -21.8%
O REALTY INCM CORP REIT 0.1%
Value ($000) $91 Shares 1,357 Est. Cost $54.96 Unrealized -5.7%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $87 Shares 1,305 Est. Cost $46.09 Unrealized +16.9%
D DOMINION ENERGY INC 0.1%
Value ($000) $86 Shares 1,165 Est. Cost $62.57 Unrealized +0.2%
GIS GENERAL MILLS INC 0.1%
Value ($000) $83 Shares 1,370 Est. Cost $42.80 Unrealized +23.6%
CVX CHEVRON CORP 0.1%
Value ($000) $79 Shares 757 Est. Cost $89.49 Unrealized -2.7%
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $62 Shares 600 Est. Cost $73.41 Unrealized +28.4%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $60 Shares 208 Est. Cost $201.51 Unrealized +29.4%
VGSH VANGUARD SHORT TERM TREASURY ETF 0.0%
Value ($000) $59 Shares 961 Est. Cost $61.39 Unrealized
PLD PROLOGIS INC. REIT 0.0%
Value ($000) $58 Shares 488 Est. Cost $74.69 Unrealized +37.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $57 Shares 1,197 Est. Cost $28.79 Unrealized +18.0%
EIX EDISON INTERNTNL 0.0%
Value ($000) $56 Shares 967 Est. Cost $53.74 Unrealized -12.2%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $54 Shares 550 Est. Cost $71.81 Unrealized +16.8%
MHK MOHAWK INDUSTRIES 0.0%
Value ($000) $52 Shares 269 Est. Cost $136.04 Unrealized +49.6%
PSX PHILLIPS 66 0.0%
Value ($000) $52 Shares 611 Est. Cost $87.36 Unrealized -19.2%
WDAY WORKDAY INC 0.0%
Value ($000) $50 Shares 209 Est. Cost $166.02 Unrealized +44.9%
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $48 Shares 300 Est. Cost $131.26 Unrealized +18.7%
TD TORONTO-DOMINION BK F 0.0%
Value ($000) $47 Shares 667 Est. Cost $56.71 Unrealized +23.4%
LAB CO OF AMER HLDG 0.0%
Value ($000) $47 Shares 170 Est. Cost $205.88 Unrealized
NUVEEN MUNICIPAL VALUE C 0.0%
Value ($000) $46 Shares 3,955 Est. Cost $10.62 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.0%
Value ($000) $46 Shares 533 Est. Cost $86.30 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $45 Shares 631 Est. Cost $59.71 Unrealized +5.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $36 Shares 585 Est. Cost $47.17 Unrealized +0.0%
VMBS VANGUARD MORTGAGE BACKEDSEC ETF 0.0%
Value ($000) $36 Shares 674 Est. Cost $53.41 Unrealized
ULTA BEAUTY INC. 0.0%
Value ($000) $35 Shares 100 Est. Cost $180.00 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $35 Shares 300 Est. Cost $112.39 Unrealized +5.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $35 Shares 728 Est. Cost $36.38 Unrealized +14.1%
SCHX SCHWAB US LARGE CAP ETF 0.0%
Value ($000) $29 Shares 277 Est. Cost $72.20 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $67.75 Unrealized +18.3%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $24 Shares 600 Est. Cost $40.41 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $24 Shares 500 Est. Cost $26.01 Unrealized +103.1%
MAGELLAN MIDSTREAM PA LP 0.0%
Value ($000) $24 Shares 500 Est. Cost $62.00 Unrealized
VTR VENTAS INC REIT 0.0%
Value ($000) $22 Shares 383 Est. Cost $49.16 Unrealized -3.5%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $21 Shares 146 Est. Cost $95.89 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $21 Shares 300 Est. Cost $51.27 Unrealized +9.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $20 Shares 263 Est. Cost $24.51 Unrealized +24.8%
WFC WELLS FARGO & CO 0.0%
Value ($000) $18 Shares 400 Est. Cost $36.64 Unrealized +9.1%
HLTHCARE REALTY TR 0.0%
Value ($000) $15 Shares 500 Est. Cost $34.00 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $12 Shares 263 Est. Cost $24.50 Unrealized +79.2%
CME CME GROUP INC 0.0%
Value ($000) $11 Shares 51 Est. Cost $175.60 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $10 Shares 59 Est. Cost $147.67 Unrealized 0.0%
SVC SERVICE PPTYS TR REIT 0.0%
Value ($000) $10 Shares 800 Est. Cost $23.75 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $10 Shares 100 Est. Cost $62.82 Unrealized +36.1%
AGG ISHARES CORE US AGGRGT BOND ETF IV 0.0%
Value ($000) $9 Shares 79 Est. Cost $113.92 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $9 Shares 57 Est. Cost $139.07 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $9 Shares 59 Est. Cost $123.90 Unrealized +1.8%
VEA VANGUARD FTSE DEVELOPED MATS ETF 0.0%
Value ($000) $9 Shares 176 Est. Cost $46.30 Unrealized
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $9 Shares 44 Est. Cost $151.44 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $9 Shares 48 Est. Cost $164.21 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $9 Shares 75 Est. Cost $109.50 Unrealized 0.0%
USB U S BANCORP 0.0%
Value ($000) $8 Shares 148 Est. Cost $47.72 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CO 0.0%
Value ($000) $8 Shares 92 Est. Cost $75.71 Unrealized 0.0%
ETN EATON CORP PLC F 0.0%
Value ($000) $8 Shares 57 Est. Cost $133.92 Unrealized 0.0%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $7 Shares 41 Est. Cost $156.34 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $66.51 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $6 Shares 19 Est. Cost $291.08 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $6 Shares 41 Est. Cost $133.35 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $6 Shares 69 Est. Cost $62.84 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $6 Shares 39 Est. Cost $147.87 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $5 Shares 15 Est. Cost $342.83 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $5 Shares 56 Est. Cost $70.48 Unrealized 0.0%
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $5 Shares 20 Est. Cost $250.29 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $5 Shares 60 Est. Cost $71.31 Unrealized 0.0%
TJX TJX COMPANIES INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $63.67 Unrealized 0.0%
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $5 Shares 13 Est. Cost $333.78 Unrealized 0.0%
XEL XCEL ENERGY INC MINN 0.0%
Value ($000) $5 Shares 77 Est. Cost $59.92 Unrealized 0.0%
UPS UNITED PARCEL SRVC 0.0%
Value ($000) $5 Shares 22 Est. Cost $164.16 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $5 Shares 38 Est. Cost $43.81 Unrealized 0.0%
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $5 Shares 97 Est. Cost $43.42 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF IV 0.0%
Value ($000) $5 Shares 64 Est. Cost $62.50 Unrealized
NVST ENVISTA HOLDINGS CORP 0.0%
Value ($000) $5 Shares 111 Est. Cost $28.45 Unrealized +52.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4 Shares 13 Est. Cost $268.15 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $4 Shares 74 Est. Cost $53.98 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $4 Shares 30 Est. Cost $134.67 Unrealized 0.0%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $4 Shares 35 Est. Cost $99.29 Unrealized 0.0%
LPLA LPL FINL HLDGS 0.0%
Value ($000) $3 Shares 23 Est. Cost $85.83 Unrealized +69.4%
XERIS PHARMACEUTICALS IN 0.0%
Value ($000) $3 Shares 803 Est. Cost $4.98 Unrealized
RSG REPUBLIC SERVICES 0.0%
Value ($000) $3 Shares 31 Est. Cost $101.09 Unrealized 0.0%
IBM IBM CORP 0.0%
Value ($000) $3 Shares 22 Est. Cost $113.44 Unrealized 0.0%
HAL HALLIBURTON CO HLDG 0.0%
Value ($000) $3 Shares 110 Est. Cost $18.78 Unrealized +8.4%
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $2 Shares 98 Est. Cost $30.61 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $123.01 Unrealized +72.2%
CANOPY GROWTH CORP F 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $370.53 Unrealized +39.1%