Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 3, 2022

Total Value ($000): $302,367 (100.0% shares, 0.0% debt)

Holdings (222)

CVX CHEVRON CORP NEW 7.3%
Value ($000) $21,955 Shares 134,838 Est. Cost $81.57 Unrealized +50.5%
AAPL APPLE INC 6.4%
Value ($000) $19,329 Shares 110,703 Est. Cost $93.47 Unrealized +76.4%
XOM EXXON MOBIL CORP 5.0%
Value ($000) $15,085 Shares 182,643 Est. Cost $52.58 Unrealized +29.1%
JNJ JOHNSON & JOHNSON 4.4%
Value ($000) $13,418 Shares 75,710 Est. Cost $117.13 Unrealized +29.6%
ADP AUTOMATIC DATA PROCESSING IN 3.2%
Value ($000) $9,745 Shares 42,828 Est. Cost $122.36 Unrealized +60.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $8,992 Shares 17 Est. Cost $313083.50 Unrealized +55.1%
MSFT MICROSOFT CORP 2.6%
Value ($000) $7,816 Shares 25,350 Est. Cost $121.87 Unrealized +139.1%
TGT TARGET CORP 2.3%
Value ($000) $6,872 Shares 32,379 Est. Cost $79.62 Unrealized +140.3%
IVV ISHARES TR 2.0%
Value ($000) $6,138 Shares 13,530 Est. Cost $388.56 Unrealized
HD HOME DEPOT INC 1.7%
Value ($000) $5,198 Shares 17,366 Est. Cost $184.89 Unrealized +69.8%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $4,721 Shares 30,897 Est. Cost $93.41 Unrealized +52.2%
GOOG ALPHABET INC 1.4%
Value ($000) $4,217 Shares 1,510 Est. Cost $73.05 Unrealized +84.7%
VRSK VERISK ANALYTICS INC 1.3%
Value ($000) $3,916 Shares 18,248 Est. Cost $172.13 Unrealized +11.7%
AMZN AMAZON COM INC 1.3%
Value ($000) $3,899 Shares 1,196 Est. Cost $96.27 Unrealized +60.5%
LLY LILLY ELI & CO 1.3%
Value ($000) $3,846 Shares 13,433 Est. Cost $103.78 Unrealized +139.5%
PEP PEPSICO INC 1.1%
Value ($000) $3,316 Shares 19,807 Est. Cost $100.15 Unrealized +48.2%
V VISA INC 1.1%
Value ($000) $3,226 Shares 14,548 Est. Cost $152.15 Unrealized +38.1%
GOOGL ALPHABET INC 1.1%
Value ($000) $3,215 Shares 1,156 Est. Cost $55.63 Unrealized +142.3%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $2,970 Shares 21,790 Est. Cost $89.49 Unrealized +49.4%
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $2,966 Shares 7,143 Est. Cost $296.78 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $2,818 Shares 7,772 Est. Cost $221.58 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $2,656 Shares 51,308 Est. Cost $30.02 Unrealized +41.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $2,588 Shares 26,121 Est. Cost $57.64 Unrealized +50.5%
MRK MERCK & CO INC 0.8%
Value ($000) $2,569 Shares 31,318 Est. Cost $61.13 Unrealized +14.3%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,186 Shares 4,840 Est. Cost $302.11 Unrealized
DE DEERE & CO 0.7%
Value ($000) $2,172 Shares 5,229 Est. Cost $150.72 Unrealized +140.9%
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $2,164 Shares 19,280 Est. Cost $96.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,142 Shares 6,068 Est. Cost $234.52 Unrealized +37.9%
WMT WALMART INC 0.7%
Value ($000) $2,066 Shares 13,875 Est. Cost $37.92 Unrealized +17.6%
CVS CVS HEALTH CORP 0.7%
Value ($000) $2,040 Shares 20,149 Est. Cost $55.13 Unrealized +66.9%
NSC NORFOLK SOUTHN CORP 0.7%
Value ($000) $2,007 Shares 7,037 Est. Cost $166.52 Unrealized +51.9%
CSCO CISCO SYS INC 0.7%
Value ($000) $1,992 Shares 35,728 Est. Cost $40.61 Unrealized +23.8%
ABBV ABBVIE INC 0.6%
Value ($000) $1,928 Shares 11,895 Est. Cost $81.45 Unrealized +55.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $1,901 Shares 4,172 Est. Cost $280.56 Unrealized +71.5%
IWM ISHARES TR 0.6%
Value ($000) $1,857 Shares 9,049 Est. Cost $144.83 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.6%
Value ($000) $1,849 Shares 36,522 Est. Cost $50.83 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $1,849 Shares 13,478 Est. Cost $122.08 Unrealized +15.7%
UNP UNION PAC CORP 0.6%
Value ($000) $1,754 Shares 6,423 Est. Cost $131.95 Unrealized +74.7%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $1,684 Shares 7,079 Est. Cost $167.87 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $1,676 Shares 2,661 Est. Cost $33.57 Unrealized +64.1%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,671 Shares 6,758 Est. Cost $162.03 Unrealized +40.6%
IVW ISHARES TR 0.5%
Value ($000) $1,628 Shares 21,316 Est. Cost $89.91 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,628 Shares 5,967 Est. Cost $16.84 Unrealized +48.6%
USB US BANCORP DEL 0.5%
Value ($000) $1,625 Shares 30,574 Est. Cost $38.23 Unrealized +25.1%
META META PLATFORMS INC 0.5%
Value ($000) $1,621 Shares 7,291 Est. Cost $168.98 Unrealized +46.9%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,607 Shares 22,000 Est. Cost $41.98 Unrealized +35.4%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $1,602 Shares 19,004 Est. Cost $47.78 Unrealized +74.5%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,601 Shares 4,747 Est. Cost $183.19 Unrealized +73.9%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,584 Shares 12,182 Est. Cost $93.26 Unrealized +20.2%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $1,553 Shares 12,612 Est. Cost $91.45 Unrealized +24.7%
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,476 Shares 5,520 Est. Cost $169.10 Unrealized +46.8%
VB VANGUARD INDEX FDS 0.5%
Value ($000) $1,393 Shares 6,555 Est. Cost $160.67 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $1,386 Shares 6,218 Est. Cost $122.54 Unrealized +59.5%
MCO MOODYS CORP 0.4%
Value ($000) $1,357 Shares 4,022 Est. Cost $141.79 Unrealized +129.4%
IJH ISHARES TR 0.4%
Value ($000) $1,333 Shares 4,971 Est. Cost $229.86 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $1,302 Shares 8,030 Est. Cost $131.94 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $1,287 Shares 11,924 Est. Cost $90.76 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,259 Shares 2,469 Est. Cost $241.43 Unrealized +86.9%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,249 Shares 3,493 Est. Cost $220.12 Unrealized +59.7%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,221 Shares 5,064 Est. Cost $163.75 Unrealized +25.1%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,204 Shares 4,846 Est. Cost $173.00 Unrealized +24.1%
NOBL PROSHARES TR 0.4%
Value ($000) $1,196 Shares 12,605 Est. Cost $67.10 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,195 Shares 4,073 Est. Cost $99.89 Unrealized +146.0%
KO COCA COLA CO 0.4%
Value ($000) $1,164 Shares 18,771 Est. Cost $39.16 Unrealized +38.1%
INTC INTEL CORP 0.4%
Value ($000) $1,149 Shares 23,192 Est. Cost $42.60 Unrealized +8.4%
BLACKROCK INC 0.4%
Value ($000) $1,137 Shares 1,488 Est. Cost $631.41 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,124 Shares 11,456 Est. Cost $57.88 Unrealized +51.1%
SON SONOCO PRODS CO 0.4%
Value ($000) $1,108 Shares 17,715 Est. Cost $47.07 Unrealized +5.9%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,093 Shares 5,616 Est. Cost $135.36 Unrealized +25.9%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,083 Shares 23,157 Est. Cost $33.09 Unrealized +29.5%
VOOG VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $1,076 Shares 3,904 Est. Cost $158.53 Unrealized
CRM SALESFORCE COM INC 0.3%
Value ($000) $1,048 Shares 4,937 Est. Cost $196.05 Unrealized +8.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,023 Shares 1,733 Est. Cost $291.85 Unrealized +94.7%
AMGN AMGEN INC 0.3%
Value ($000) $1,014 Shares 4,193 Est. Cost $157.23 Unrealized +29.3%
IEMG ISHARES INC 0.3%
Value ($000) $980 Shares 17,645 Est. Cost $49.10 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $952 Shares 10,460 Est. Cost $72.33 Unrealized +18.8%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $916 Shares 17,993 Est. Cost $39.78 Unrealized +4.3%
VEA VANGUARD TAX-MANAGED INTL FD 0.3%
Value ($000) $908 Shares 18,919 Est. Cost $39.98 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $904 Shares 4,214 Est. Cost $111.37 Unrealized +59.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $896 Shares 8,961 Est. Cost $49.11 Unrealized +62.2%
NKE NIKE INC 0.3%
Value ($000) $891 Shares 6,618 Est. Cost $68.88 Unrealized +91.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $864 Shares 1,389 Est. Cost $68.60 Unrealized +30.5%
CI CIGNA CORP NEW 0.3%
Value ($000) $849 Shares 3,545 Est. Cost $176.61 Unrealized +23.6%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $837 Shares 13,340 Est. Cost $39.47 Unrealized +48.6%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $834 Shares 5,460 Est. Cost $107.16 Unrealized +45.4%
DOV DOVER CORP 0.3%
Value ($000) $802 Shares 5,112 Est. Cost $81.29 Unrealized +92.0%
MMM 3M CO 0.3%
Value ($000) $801 Shares 5,382 Est. Cost $122.24 Unrealized -6.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $798 Shares 1,809 Est. Cost $281.77 Unrealized +29.6%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $794 Shares 10,165 Est. Cost $80.09 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $787 Shares 2,836 Est. Cost $176.47 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $774 Shares 7,140 Est. Cost $82.05 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $756 Shares 3,609 Est. Cost $142.35 Unrealized +43.1%
TSLA TESLA INC 0.2%
Value ($000) $734 Shares 681 Est. Cost $103.48 Unrealized +201.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $721 Shares 6,455 Est. Cost $69.43 Unrealized +28.5%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $714 Shares 17,312 Est. Cost $24.35 Unrealized +67.6%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $699 Shares 6,049 Est. Cost $108.24 Unrealized +22.7%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $698 Shares 1,212 Est. Cost $300.59 Unrealized +66.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $686 Shares 8,106 Est. Cost $60.59 Unrealized +18.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $679 Shares 14,030 Est. Cost $38.61 Unrealized +25.6%
ITOT ISHARES TR 0.2%
Value ($000) $677 Shares 6,703 Est. Cost $73.74 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $672 Shares 12,860 Est. Cost $30.53 Unrealized +21.6%
SO SOUTHERN CO 0.2%
Value ($000) $671 Shares 9,254 Est. Cost $42.67 Unrealized +37.5%
T AT&T INC 0.2%
Value ($000) $670 Shares 28,396 Est. Cost $14.54 Unrealized +2.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $670 Shares 8,841 Est. Cost $55.81 Unrealized +29.6%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $641 Shares 8,718 Est. Cost $21.19 Unrealized +41.9%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $627 Shares 3,397 Est. Cost $103.83 Unrealized +67.7%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $627 Shares 4,151 Est. Cost $106.25 Unrealized +21.4%
DGRO ISHARES TR 0.2%
Value ($000) $617 Shares 11,551 Est. Cost $53.83 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $606 Shares 3,894 Est. Cost $151.31 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $583 Shares 10,272 Est. Cost $29.38 Unrealized +72.4%
ABT ABBOTT LABS 0.2%
Value ($000) $577 Shares 4,871 Est. Cost $80.28 Unrealized +43.7%
QCOM QUALCOMM INC 0.2%
Value ($000) $567 Shares 3,712 Est. Cost $69.07 Unrealized +122.4%
BHP BHP GROUP LTD 0.2%
Value ($000) $564 Shares 7,307 Est. Cost $69.21 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $561 Shares 8,719 Est. Cost $38.37 Unrealized +49.3%
DEO DIAGEO PLC 0.2%
Value ($000) $537 Shares 2,643 Est. Cost $148.95 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $533 Shares 7,315 Est. Cost $85.98 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $529 Shares 3,486 Est. Cost $86.38 Unrealized +70.6%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $526 Shares 2,851 Est. Cost $105.28 Unrealized +38.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $500 Shares 5,321 Est. Cost $59.12 Unrealized +40.0%
IWP ISHARES TR 0.2%
Value ($000) $500 Shares 4,972 Est. Cost $121.87 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $496 Shares 5,739 Est. Cost $69.40 Unrealized +5.0%
O REALTY INCOME CORP 0.2%
Value ($000) $495 Shares 7,157 Est. Cost $48.61 Unrealized +13.8%
PLD PROLOGIS INC. 0.2%
Value ($000) $494 Shares 3,061 Est. Cost $63.80 Unrealized +112.3%
DVY ISHARES TR 0.2%
Value ($000) $487 Shares 3,805 Est. Cost $87.64 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $480 Shares 6,154 Est. Cost $51.60 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $475 Shares 6,455 Est. Cost $64.37 Unrealized
GWW GRAINGER W W INC 0.2%
Value ($000) $475 Shares 922 Est. Cost $269.65 Unrealized +75.6%
ECL ECOLAB INC 0.2%
Value ($000) $473 Shares 2,678 Est. Cost $148.39 Unrealized +21.0%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $464 Shares 1,612 Est. Cost $301.27 Unrealized
BA BOEING CO 0.2%
Value ($000) $454 Shares 2,370 Est. Cost $344.54 Unrealized -41.7%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $453 Shares 3,270 Est. Cost $68.37 Unrealized +77.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $453 Shares 3,324 Est. Cost $64.54 Unrealized +70.0%
MET METLIFE INC 0.1%
Value ($000) $451 Shares 6,417 Est. Cost $30.14 Unrealized +99.4%
MUB ISHARES TR 0.1%
Value ($000) $439 Shares 4,000 Est. Cost $115.95 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $436 Shares 8,662 Est. Cost $50.17 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $409 Shares 5,888 Est. Cost $64.50 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $407 Shares 4,539 Est. Cost $78.81 Unrealized +4.7%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $406 Shares 3,650 Est. Cost $46.07 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $403 Shares 8,282 Est. Cost $48.07 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $402 Shares 8,720 Est. Cost $40.14 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $396 Shares 2,120 Est. Cost $85.61 Unrealized +100.7%
SPIP SPDR SER TR 0.1%
Value ($000) $393 Shares 12,985 Est. Cost $31.03 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $392 Shares 2,362 Est. Cost $141.16 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $383 Shares 1,766 Est. Cost $100.37 Unrealized +83.7%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $359 Shares 3,924 Est. Cost $61.56 Unrealized -4.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $358 Shares 1,084 Est. Cost $226.73 Unrealized +41.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $358 Shares 3,226 Est. Cost $77.55 Unrealized +20.8%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $358 Shares 1,315 Est. Cost $142.46 Unrealized +98.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $351 Shares 3,460 Est. Cost $57.22 Unrealized +34.5%
NFLX NETFLIX INC 0.1%
Value ($000) $351 Shares 937 Est. Cost $34.99 Unrealized +19.0%
CMI CUMMINS INC 0.1%
Value ($000) $350 Shares 1,705 Est. Cost $128.92 Unrealized +52.5%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $350 Shares 2,501 Est. Cost $110.19 Unrealized +29.2%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $348 Shares 2,000 Est. Cost $173.42 Unrealized 0.0%
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $348 Shares 6,911 Est. Cost $50.52 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $344 Shares 6,922 Est. Cost $37.47 Unrealized +11.7%
STT STATE STR CORP 0.1%
Value ($000) $339 Shares 3,900 Est. Cost $57.49 Unrealized +40.9%
PPG PPG INDS INC 0.1%
Value ($000) $335 Shares 2,558 Est. Cost $96.20 Unrealized +39.1%
ORCL ORACLE CORP 0.1%
Value ($000) $331 Shares 4,002 Est. Cost $49.38 Unrealized +55.9%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $329 Shares 4,175 Est. Cost $77.46 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $329 Shares 4,900 Est. Cost $48.60 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $329 Shares 3,002 Est. Cost $128.08 Unrealized -6.8%
SYY SYSCO CORP 0.1%
Value ($000) $327 Shares 4,004 Est. Cost $72.65 Unrealized 0.0%
ELV ANTHEM INC 0.1%
Value ($000) $320 Shares 652 Est. Cost $407.39 Unrealized +6.2%
IBB ISHARES TR 0.1%
Value ($000) $320 Shares 2,458 Est. Cost $103.20 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $317 Shares 5,886 Est. Cost $82.68 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $315 Shares 1,258 Est. Cost $250.40 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $315 Shares 1,263 Est. Cost $174.96 Unrealized +32.5%
WBS WEBSTER FINL CORP 0.1%
Value ($000) $314 Shares 5,596 Est. Cost $39.44 Unrealized +50.5%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $311 Shares 3,935 Est. Cost $57.76 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $310 Shares 8,402 Est. Cost $34.44 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $309 Shares 2,225 Est. Cost $128.51 Unrealized +4.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $308 Shares 1,686 Est. Cost $115.62 Unrealized +37.3%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $306 Shares 6,664 Est. Cost $18.89 Unrealized +136.1%
ARKK ARK ETF TR 0.1%
Value ($000) $301 Shares 4,541 Est. Cost $74.60 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $297 Shares 5,550 Est. Cost $61.19 Unrealized -12.6%
DOW DOW INC 0.1%
Value ($000) $291 Shares 4,568 Est. Cost $40.93 Unrealized +17.9%
LOW LOWES COS INC 0.1%
Value ($000) $289 Shares 1,431 Est. Cost $146.87 Unrealized +45.3%
IRM IRON MTN INC NEW 0.1%
Value ($000) $286 Shares 5,167 Est. Cost $34.71 Unrealized +18.0%
FTNT FORTINET INC 0.1%
Value ($000) $285 Shares 834 Est. Cost $65.81 Unrealized -5.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $280 Shares 4,706 Est. Cost $59.75 Unrealized -7.7%
IYW ISHARES TR 0.1%
Value ($000) $276 Shares 2,680 Est. Cost $139.18 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $273 Shares 3,438 Est. Cost $87.28 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $272 Shares 3,362 Est. Cost $81.96 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $272 Shares 1,840 Est. Cost $147.83 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $268 Shares 1,700 Est. Cost $127.65 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $266 Shares 3,432 Est. Cost $54.21 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $264 Shares 2,228 Est. Cost $94.80 Unrealized +20.7%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $253 Shares 1,437 Est. Cost $151.70 Unrealized +5.7%
ACWI ISHARES TR 0.1%
Value ($000) $247 Shares 2,480 Est. Cost $90.73 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $247 Shares 1,580 Est. Cost $124.98 Unrealized +3.7%
IR INGERSOLL RAND INC 0.1%
Value ($000) $245 Shares 4,876 Est. Cost $41.51 Unrealized +28.4%
BP BP PLC 0.1%
Value ($000) $245 Shares 8,355 Est. Cost $29.32 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $243 Shares 2,944 Est. Cost $71.78 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $239 Shares 1,302 Est. Cost $99.52 Unrealized +58.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $237 Shares 942 Est. Cost $163.14 Unrealized +31.7%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $237 Shares 5,234 Est. Cost $40.28 Unrealized +7.5%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $237 Shares 2,753 Est. Cost $86.09 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $236 Shares 3,177 Est. Cost $78.39 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $236 Shares 2,775 Est. Cost $62.93 Unrealized +6.3%
SPHY SPDR SER TR 0.1%
Value ($000) $234 Shares 9,354 Est. Cost $26.71 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $233 Shares 3,025 Est. Cost $51.12 Unrealized +46.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $233 Shares 521 Est. Cost $348.21 Unrealized +11.3%
IUSV ISHARES TR 0.1%
Value ($000) $233 Shares 3,074 Est. Cost $76.45 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $232 Shares 1,019 Est. Cost $135.22 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $227 Shares 2,581 Est. Cost $88.26 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $224 Shares 2,241 Est. Cost $79.21 Unrealized 0.0%
EFAV ISHARES TR 0.1%
Value ($000) $221 Shares 3,057 Est. Cost $73.68 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $220 Shares 1,031 Est. Cost $177.58 Unrealized +8.6%
SHEL SHELL PLC 0.1%
Value ($000) $217 Shares 3,945 Est. Cost $55.01 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $215 Shares 1,689 Est. Cost $100.84 Unrealized +6.3%
IHE ISHARES TR 0.1%
Value ($000) $214 Shares 1,100 Est. Cost $184.55 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $210 Shares 5,155 Est. Cost $37.92 Unrealized 0.0%
CMS CMS ENERGY CORP 0.1%
Value ($000) $210 Shares 3,002 Est. Cost $57.49 Unrealized 0.0%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $207 Shares 1,500 Est. Cost $142.00 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $207 Shares 1,614 Est. Cost $128.25 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $206 Shares 370 Est. Cost $112.05 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $205 Shares 1,743 Est. Cost $114.14 Unrealized -1.7%
XBI SPDR SER TR 0.1%
Value ($000) $203 Shares 2,268 Est. Cost $89.51 Unrealized
EES WISDOMTREE TR 0.1%
Value ($000) $201 Shares 4,200 Est. Cost $50.00 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $199 Shares 900 Est. Cost $234.79 Unrealized -14.5%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $138 Shares 14,682 Est. Cost $9.40 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $137 Shares 10,067 Est. Cost $13.61 Unrealized