Hoese & Co LLP Diversified Active

CIK: 0001840268 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 20, 2021

Total Value ($000): $92,467 (100.0% shares, 0.0% debt)

Holdings (198)

IVV ISHARES TR CORE S&P500 ETF 17.9%
Value ($000) $16,527 Shares 38,362 Est. Cost $371.51 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 11.6%
Value ($000) $10,699 Shares 203,480 Est. Cost $52.50 Unrealized
SPY SPDR TR S&P 500 ETF UNIT SER 1 10.7%
Value ($000) $9,885 Shares 23,034 Est. Cost $370.05 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 8.1%
Value ($000) $7,453 Shares 18,898 Est. Cost $340.18 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 4.2%
Value ($000) $3,860 Shares 17,385 Est. Cost $198.01 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.6%
Value ($000) $3,291 Shares 8 Est. Cost $366657.40 Unrealized +15.3%
DGRO ISHARES TR CORE DIV GRWTH 3.4%
Value ($000) $3,105 Shares 61,805 Est. Cost $46.06 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 2.8%
Value ($000) $2,547 Shares 16,585 Est. Cost $139.61 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 2.7%
Value ($000) $2,467 Shares 18,725 Est. Cost $118.35 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 2.6%
Value ($000) $2,405 Shares 32,720 Est. Cost $67.36 Unrealized
IWF ISHARES TR RUSSELL1000GRW 2.3%
Value ($000) $2,101 Shares 7,667 Est. Cost $243.15 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 2.1%
Value ($000) $1,906 Shares 39,275 Est. Cost $44.75 Unrealized
MDT MEDTRONIC PLC ORD 1.8%
Value ($000) $1,655 Shares 13,202 Est. Cost $95.08 Unrealized +19.3%
HON HONEYWELL INTERNATIONAL 1.6%
Value ($000) $1,436 Shares 6,764 Est. Cost $177.14 Unrealized +9.9%
DE DEERE & CO COM 1.3%
Value ($000) $1,206 Shares 3,600 Est. Cost $307.48 Unrealized +10.4%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 1.2%
Value ($000) $1,107 Shares 7,477 Est. Cost $127.41 Unrealized
DIS WALT DISNEY CO 1.1%
Value ($000) $1,055 Shares 6,239 Est. Cost $179.83 Unrealized -3.2%
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $977 Shares 6,993 Est. Cost $115.68 Unrealized +10.0%
AMZN AMAZON COM INC 1.0%
Value ($000) $936 Shares 285 Est. Cost $158.51 Unrealized +8.8%
IWD ISHARES TR RUS 1000 VAL ETF 1.0%
Value ($000) $902 Shares 5,764 Est. Cost $151.63 Unrealized
V VISA INC COM CL A 0.9%
Value ($000) $876 Shares 3,932 Est. Cost $204.39 Unrealized +11.1%
GIS GENERAL MLS INC COM 0.9%
Value ($000) $808 Shares 13,516 Est. Cost $50.86 Unrealized +0.2%
MMM 3M COMPANY COM 0.8%
Value ($000) $728 Shares 4,154 Est. Cost $125.09 Unrealized +9.8%
IJH ISHARES TR CORE S&P MCP ETF 0.7%
Value ($000) $638 Shares 2,425 Est. Cost $260.21 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $629 Shares 2,231 Est. Cost $223.41 Unrealized +25.7%
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.7%
Value ($000) $616 Shares 10,110 Est. Cost $58.61 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.7%
Value ($000) $611 Shares 3,346 Est. Cost $176.33 Unrealized
PFE PFIZER INC COM 0.6%
Value ($000) $600 Shares 13,954 Est. Cost $29.09 Unrealized +22.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $544 Shares 1,700 Est. Cost $241.32 Unrealized +26.6%
ADBE ADOBE INC COM 0.6%
Value ($000) $510 Shares 886 Est. Cost $473.16 Unrealized +33.0%
BAC BANK OF AMERICA CORPORATION COM 0.5%
Value ($000) $498 Shares 11,743 Est. Cost $23.66 Unrealized +52.5%
DVY ISHARES TR DJ SEL DIV INX 0.5%
Value ($000) $484 Shares 4,215 Est. Cost $114.12 Unrealized
D DOMINION ENERGY INC COM 0.5%
Value ($000) $476 Shares 6,517 Est. Cost $58.61 Unrealized +6.5%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.4%
Value ($000) $380 Shares 790 Est. Cost $475.86 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $370 Shares 2,296 Est. Cost $141.82 Unrealized +5.9%
PEP PEPSICO INC COM 0.4%
Value ($000) $347 Shares 2,305 Est. Cost $118.99 Unrealized +13.4%
HD HOME DEPOT INC COM 0.3%
Value ($000) $296 Shares 902 Est. Cost $244.44 Unrealized +20.5%
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $290 Shares 1,000 Est. Cost $257.05 Unrealized
HWKN HAWKINS INC COM 0.3%
Value ($000) $279 Shares 8,002 Est. Cost $34.37 Unrealized +0.6%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $265 Shares 1,618 Est. Cost $127.52 Unrealized +10.0%
CMI CUMMINS INC COM 0.3%
Value ($000) $249 Shares 1,110 Est. Cost $221.90 Unrealized -5.2%
RPG INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT 0.3%
Value ($000) $247 Shares 1,282 Est. Cost $164.59 Unrealized
AAPL APPLE INC COM 0.3%
Value ($000) $238 Shares 1,684 Est. Cost $140.56 Unrealized +2.4%
VO VANGUARD INDEX FDS MID CAP ETF 0.3%
Value ($000) $238 Shares 1,006 Est. Cost $226.34 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $227 Shares 1,584 Est. Cost $130.10 Unrealized +12.8%
SYY SYSCO CORP COM 0.2%
Value ($000) $194 Shares 2,473 Est. Cost $68.63 Unrealized -1.2%
UNP UNION PAC CORP COM 0.2%
Value ($000) $194 Shares 990 Est. Cost $188.27 Unrealized +3.7%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $168 Shares 1,308 Est. Cost $111.03 Unrealized +17.6%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $165 Shares 1,750 Est. Cost $78.47 Unrealized +16.2%
PRF INVESCO EXCHANGE TRADED FD TFTSE RAFI 1000 0.2%
Value ($000) $159 Shares 1,004 Est. Cost $151.39 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $144 Shares 750 Est. Cost $189.09 Unrealized +1.6%
ROST ROSS STORES INC COM 0.2%
Value ($000) $141 Shares 1,293 Est. Cost $112.20 Unrealized +1.6%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $131 Shares 2,196 Est. Cost $43.02 Unrealized +8.5%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $128 Shares 2,185 Est. Cost $43.31 Unrealized +11.9%
NKE NIKE INC CL B 0.1%
Value ($000) $121 Shares 830 Est. Cost $129.42 Unrealized +17.9%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $119 Shares 2,562 Est. Cost $32.43 Unrealized +28.3%
T AT&T INC COM 0.1%
Value ($000) $113 Shares 4,162 Est. Cost $16.38 Unrealized -1.9%
BP BP P L C SPONSORED ADR 0.1%
Value ($000) $110 Shares 4,040 Est. Cost $24.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $109 Shares 400 Est. Cost $279.44 Unrealized +0.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $109 Shares 1,250 Est. Cost $60.61 Unrealized +37.5%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $104 Shares 1,275 Est. Cost $88.67 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $101 Shares 418 Est. Cost $191.26 Unrealized +12.9%
MRK MERCK & CO INC COM 0.1%
Value ($000) $98 Shares 1,311 Est. Cost $63.25 Unrealized +4.6%
RY ROYAL BK CDA MONTREAL QUE COM 0.1%
Value ($000) $96 Shares 970 Est. Cost $99.12 Unrealized +2.8%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $93 Shares 316 Est. Cost $234.60 Unrealized +21.3%
NUE NUCOR CORP COM 0.1%
Value ($000) $84 Shares 850 Est. Cost $56.08 Unrealized +77.0%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.1%
Value ($000) $80 Shares 535 Est. Cost $132.53 Unrealized
MFC MANULIFE FINL CORP COM 0.1%
Value ($000) $77 Shares 3,994 Est. Cost $19.97 Unrealized -2.7%
AMGN AMGEN INC COM 0.1%
Value ($000) $74 Shares 350 Est. Cost $205.11 Unrealized -2.4%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $73 Shares 1,600 Est. Cost $33.97 Unrealized +0.1%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $68 Shares 1,719 Est. Cost $28.19 Unrealized +5.3%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $67 Shares 200 Est. Cost $304.93 Unrealized +4.5%
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $65 Shares 1,000 Est. Cost $137.60 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $64 Shares 164 Est. Cost $350.07 Unrealized +9.9%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.1%
Value ($000) $63 Shares 990 Est. Cost $63.64 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.1%
Value ($000) $61 Shares 800 Est. Cost $75.00 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $60 Shares 400 Est. Cost $133.92 Unrealized +11.4%
ABT ABBOTT LABS COM 0.1%
Value ($000) $59 Shares 500 Est. Cost $107.82 Unrealized +5.2%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $58 Shares 508 Est. Cost $116.14 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $58 Shares 280 Est. Cost $201.55 Unrealized +3.5%
VFC V F CORP COM 0.1%
Value ($000) $54 Shares 803 Est. Cost $83.35 Unrealized -7.9%
XLV SECTOR SPDR HEALTH CARE 0.1%
Value ($000) $54 Shares 427 Est. Cost $116.63 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $53 Shares 63 Est. Cost $873.02 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.1%
Value ($000) $52 Shares 660 Est. Cost $78.26 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $52 Shares 836 Est. Cost $54.03 Unrealized +8.3%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $51 Shares 500 Est. Cost $79.58 Unrealized +4.7%
FISV FISERV INC COM 0.1%
Value ($000) $50 Shares 460 Est. Cost $114.76 Unrealized -2.6%
NUVEEN S&P 500 BUY-WRITE INCCOM 0.1%
Value ($000) $50 Shares 3,500 Est. Cost $13.43 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $47 Shares 500 Est. Cost $76.42 Unrealized +6.1%
KO COCA COLA CO COM 0.1%
Value ($000) $47 Shares 900 Est. Cost $43.82 Unrealized +11.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $46 Shares 771 Est. Cost $52.88 Unrealized +3.7%
ALLEGHANY CORP MD COM 0.0%
Value ($000) $45 Shares 72 Est. Cost $666.67 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $42 Shares 764 Est. Cost $42.25 Unrealized +0.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $42 Shares 253 Est. Cost $155.29 Unrealized 0.0%
CLFD CLEARFIELD INC COM 0.0%
Value ($000) $42 Shares 950 Est. Cost $42.02 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 0.0%
Value ($000) $37 Shares 333 Est. Cost $117.12 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $35 Shares 321 Est. Cost $94.76 Unrealized +2.6%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $34 Shares 200 Est. Cost $147.87 Unrealized +7.0%
BIP BROOKFIELD INFRAST PARTNERS LP INT UNIT 0.0%
Value ($000) $34 Shares 600 Est. Cost $55.00 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $30 Shares 200 Est. Cost $134.67 Unrealized +1.6%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $29 Shares 600 Est. Cost $51.11 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $28 Shares 147 Est. Cost $151.36 Unrealized +11.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $28 Shares 250 Est. Cost $88.28 Unrealized +12.5%
CTO CTO RLTY GROWTH INC NEW COM 0.0%
Value ($000) $27 Shares 494 Est. Cost $52.63 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $25 Shares 201 Est. Cost $119.40 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $24 Shares 800 Est. Cost $28.42 Unrealized -7.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $24 Shares 66 Est. Cost $363.64 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $24 Shares 250 Est. Cost $84.00 Unrealized
PDBC INVESCO ACTIVLY MANGD ETC FDOPTIMUM YIELD 0.0%
Value ($000) $23 Shares 1,080 Est. Cost $20.37 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $41.29 Unrealized +2.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $23 Shares 150 Est. Cost $69.15 Unrealized -1.3%
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $23 Shares 193 Est. Cost $133.35 Unrealized -9.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $23 Shares 100 Est. Cost $188.81 Unrealized +16.6%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $23 Shares 378 Est. Cost $66.14 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $30.80 Unrealized -4.0%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $22 Shares 114 Est. Cost $192.98 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $22 Shares 1,136 Est. Cost $19.37 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $21 Shares 302 Est. Cost $70.57 Unrealized -13.2%
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP 0.0%
Value ($000) $21 Shares 450 Est. Cost $48.89 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.0%
Value ($000) $20 Shares 226 Est. Cost $88.50 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $20 Shares 1,181 Est. Cost $13.72 Unrealized -3.3%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $51.43 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.81 Unrealized -7.4%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $15 Shares 282 Est. Cost $53.21 Unrealized -3.6%
IWM ISHARES TR RUSSELL 2000 0.0%
Value ($000) $15 Shares 67 Est. Cost $223.88 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $15 Shares 150 Est. Cost $81.34 Unrealized +7.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $14 Shares 194 Est. Cost $60.64 Unrealized -1.6%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $14 Shares 229 Est. Cost $65.50 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $14 Shares 882 Est. Cost $12.05 Unrealized 0.0%
RACE FERRARI N V COM 0.0%
Value ($000) $14 Shares 66 Est. Cost $214.65 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $13 Shares 300 Est. Cost $40.00 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $51.83 Unrealized +3.8%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $13 Shares 130 Est. Cost $62.95 Unrealized 0.0%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $166.30 Unrealized -53.0%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $13 Shares 600 Est. Cost $23.33 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $13 Shares 922 Est. Cost $10.32 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $53.77 Unrealized +1.7%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $11 Shares 131 Est. Cost $70.48 Unrealized +2.9%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $41.04 Unrealized +7.1%
TLK P T TELEKOMUNIKASI INDONESIASPONSORED ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $22.50 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $108.88 Unrealized +3.2%
HSY HERSHEY CO COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $150.65 Unrealized +5.4%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $8 Shares 272 Est. Cost $31.77 Unrealized 0.0%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $8 Shares 170 Est. Cost $39.34 Unrealized -1.8%
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.39 Unrealized -5.4%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $228.51 Unrealized +12.6%
UGI UGI CORP NEW COM 0.0%
Value ($000) $7 Shares 159 Est. Cost $44.99 Unrealized +1.6%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $13.30 Unrealized +1.1%
TOTAL S A SPONSORED ADR 0.0%
Value ($000) $7 Shares 154 Est. Cost $42.50 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.19 Unrealized +4.5%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.93 Unrealized +12.4%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $7 Shares 90 Est. Cost $70.11 Unrealized +8.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 46 Est. Cost $152.17 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $6 Shares 171 Est. Cost $30.53 Unrealized -5.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.00 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.34 Unrealized +4.1%
PFG PRINCIPAL FINANCIAL GROUP INCOM 0.0%
Value ($000) $6 Shares 100 Est. Cost $46.72 Unrealized +17.3%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $5 Shares 210 Est. Cost $17.20 Unrealized +0.6%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $5 Shares 266 Est. Cost $22.79 Unrealized 0.0%
APARTMENT INCOME REIT CORP COM 0.0%
Value ($000) $5 Shares 104 Est. Cost $48.08 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.37 Unrealized -4.1%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $5 Shares 2 Est. Cost $118.29 Unrealized +15.7%
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $40.36 Unrealized 0.0%
NTIC NORTHERN TECHNOLOGIES INTL CCOM 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.41 Unrealized 0.0%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.67 Unrealized +8.7%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $4 Shares 128 Est. Cost $26.93 Unrealized -2.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $4 Shares 20 Est. Cost $131.98 Unrealized +23.3%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $4 Shares 53 Est. Cost $69.96 Unrealized -4.7%
AVGO BROADCOM INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $42.05 Unrealized +5.8%
BROOKFIELD INFRASTRUCTURE COCOM SB VTG SHS A 0.0%
Value ($000) $4 Shares 66 Est. Cost $75.76 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $21.80 Unrealized +4.9%
LAM RESEARCH CORP COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $714.29 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $146.80 Unrealized -2.6%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $44.24 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $191.53 Unrealized +14.8%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.23 Unrealized +11.3%
BX BLACKSTONE INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $76.25 Unrealized +31.6%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.62 Unrealized +1.5%
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $41.27 Unrealized -4.0%
EVERBRIDGE INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $138.37 Unrealized -1.0%
ORANY ORANGE SPONSORED ADR 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $2 Shares 31 Est. Cost $69.24 Unrealized -0.6%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $2 Shares 90 Est. Cost $19.09 Unrealized -12.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.71 Unrealized +2.2%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $2 Shares 3 Est. Cost $466.00 Unrealized +16.4%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $128.55 Unrealized +8.7%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 80 Est. Cost $11.79 Unrealized -0.6%
ADT ADT INC DEL COM 0.0%
Value ($000) $1 Shares 166 Est. Cost $8.28 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.86 Unrealized +6.3%
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.62 Unrealized
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $84.00 Unrealized 0.0%