Meridian Wealth Advisors, LLC Diversified Active

CIK: 0001768095 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 23, 2023

Total Value ($000): $388,024 (100.0% shares, 0.0% debt)

Holdings (191)

IVV ISHARES TR 9.3%
Value ($000) $36,172 Shares 94,146 Est. Cost $331.85 Unrealized
XOM EXXON MOBIL CORP 7.8%
Value ($000) $30,357 Shares 275,219 Est. Cost $57.99 Unrealized +66.0%
AAPL APPLE INC 3.9%
Value ($000) $14,977 Shares 115,273 Est. Cost $102.26 Unrealized +37.6%
MSFT MICROSOFT CORP 3.5%
Value ($000) $13,715 Shares 57,187 Est. Cost $130.60 Unrealized +79.2%
IAU ISHARES GOLD TR 3.5%
Value ($000) $13,407 Shares 387,604 Est. Cost $34.01 Unrealized
USMV ISHARES TR 3.4%
Value ($000) $13,231 Shares 183,510 Est. Cost $59.63 Unrealized
SPY SPDR S&P 500 ETF TR 2.6%
Value ($000) $10,234 Shares 26,761 Est. Cost $301.45 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.5%
Value ($000) $9,548 Shares 62,879 Est. Cost $115.19 Unrealized
SDY SPDR SER TR 2.0%
Value ($000) $7,872 Shares 62,924 Est. Cost $109.56 Unrealized
PTLC PACER FDS TR 2.0%
Value ($000) $7,740 Shares 206,456 Est. Cost $30.77 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.7%
Value ($000) $6,479 Shares 14,631 Est. Cost $364.44 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $6,436 Shares 47,994 Est. Cost $107.87 Unrealized +9.1%
HD HOME DEPOT INC 1.4%
Value ($000) $5,566 Shares 17,622 Est. Cost $217.07 Unrealized +29.5%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $5,484 Shares 10,344 Est. Cost $271.31 Unrealized +84.4%
MRK MERCK & CO INC 1.4%
Value ($000) $5,359 Shares 48,297 Est. Cost $64.13 Unrealized +44.7%
DVN DEVON ENERGY CORP NEW 1.4%
Value ($000) $5,306 Shares 86,255 Est. Cost $24.29 Unrealized +144.3%
AMZN AMAZON COM INC 1.3%
Value ($000) $4,961 Shares 59,055 Est. Cost $121.06 Unrealized -18.4%
V VISA INC 1.2%
Value ($000) $4,769 Shares 22,957 Est. Cost $177.34 Unrealized +11.1%
VO VANGUARD INDEX FDS 1.2%
Value ($000) $4,621 Shares 22,671 Est. Cost $210.78 Unrealized
MPC MARATHON PETE CORP 1.2%
Value ($000) $4,512 Shares 38,764 Est. Cost $45.28 Unrealized +135.0%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $4,299 Shares 9,416 Est. Cost $341.78 Unrealized +37.2%
UNP UNION PAC CORP 1.1%
Value ($000) $4,232 Shares 20,439 Est. Cost $170.34 Unrealized +11.6%
ORLY OREILLY AUTOMOTIVE INC 1.1%
Value ($000) $4,165 Shares 4,935 Est. Cost $32.39 Unrealized +66.0%
GOOGL ALPHABET INC 1.1%
Value ($000) $4,115 Shares 46,644 Est. Cost $107.50 Unrealized -12.3%
ETN EATON CORP PLC 1.0%
Value ($000) $3,938 Shares 25,089 Est. Cost $103.55 Unrealized +41.9%
ALL ALLSTATE CORP 1.0%
Value ($000) $3,836 Shares 28,293 Est. Cost $97.06 Unrealized +25.1%
IVW ISHARES TR 1.0%
Value ($000) $3,700 Shares 63,248 Est. Cost $71.17 Unrealized
HEFA ISHARES TR 0.9%
Value ($000) $3,678 Shares 136,212 Est. Cost $27.69 Unrealized
PIONEER NAT RES CO 0.9%
Value ($000) $3,564 Shares 15,607 Est. Cost $154.20 Unrealized
DIVO AMPLIFY ETF TR 0.9%
Value ($000) $3,489 Shares 97,284 Est. Cost $35.76 Unrealized
TT TRANE TECHNOLOGIES PLC 0.8%
Value ($000) $3,216 Shares 19,133 Est. Cost $133.57 Unrealized +19.3%
DEO DIAGEO PLC 0.8%
Value ($000) $3,201 Shares 17,962 Est. Cost $169.32 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $3,159 Shares 17,885 Est. Cost $130.13 Unrealized +20.7%
INHIBRX INC 0.8%
Value ($000) $3,014 Shares 122,315 Est. Cost $27.52 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value ($000) $2,827 Shares 27,561 Est. Cost $96.00 Unrealized -0.5%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $2,800 Shares 11,285 Est. Cost $205.13 Unrealized +2.9%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,737 Shares 21,996 Est. Cost $88.02 Unrealized
SPGI S&P GLOBAL INC 0.7%
Value ($000) $2,708 Shares 8,086 Est. Cost $368.80 Unrealized -12.9%
APD AIR PRODS & CHEMS INC 0.7%
Value ($000) $2,688 Shares 8,720 Est. Cost $213.76 Unrealized +21.4%
PEP PEPSICO INC 0.7%
Value ($000) $2,617 Shares 14,487 Est. Cost $127.69 Unrealized +26.0%
LLY LILLY ELI & CO 0.7%
Value ($000) $2,600 Shares 7,108 Est. Cost $187.27 Unrealized +84.7%
BAC BANK AMERICA CORP 0.6%
Value ($000) $2,469 Shares 74,559 Est. Cost $26.61 Unrealized +19.2%
IQV IQVIA HLDGS INC 0.6%
Value ($000) $2,415 Shares 11,787 Est. Cost $180.68 Unrealized +12.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $2,367 Shares 7,035 Est. Cost $381.70 Unrealized -16.2%
AMGN AMGEN INC 0.6%
Value ($000) $2,277 Shares 8,668 Est. Cost $166.01 Unrealized +46.2%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $2,263 Shares 10,683 Est. Cost $201.87 Unrealized -7.5%
CRM SALESFORCE INC 0.5%
Value ($000) $2,003 Shares 15,105 Est. Cost $170.16 Unrealized -15.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.5%
Value ($000) $2,002 Shares 11,701 Est. Cost $153.39 Unrealized +11.1%
WMT WALMART INC 0.5%
Value ($000) $1,969 Shares 13,885 Est. Cost $33.79 Unrealized +35.1%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,896 Shares 8,846 Est. Cost $144.58 Unrealized +23.6%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $1,861 Shares 53,217 Est. Cost $36.88 Unrealized -18.5%
KRP KIMBELL RTY PARTNERS LP 0.5%
Value ($000) $1,860 Shares 111,399 Est. Cost $14.54 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,793 Shares 11,829 Est. Cost $113.58 Unrealized +14.3%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,778 Shares 3,654 Est. Cost $324.58 Unrealized +31.4%
SITIO ROYALTIES CORP 0.4%
Value ($000) $1,741 Shares 60,363 Est. Cost $28.85 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.4%
Value ($000) $1,723 Shares 23,093 Est. Cost $93.18 Unrealized -17.3%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,705 Shares 9,497 Est. Cost $86.20 Unrealized +77.8%
FISV FISERV INC 0.4%
Value ($000) $1,664 Shares 16,461 Est. Cost $99.59 Unrealized 0.0%
IWF ISHARES TR 0.4%
Value ($000) $1,585 Shares 7,400 Est. Cost $157.72 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,567 Shares 17,655 Est. Cost $109.74 Unrealized -13.7%
RJF RAYMOND JAMES FINL INC 0.4%
Value ($000) $1,506 Shares 14,095 Est. Cost $61.45 Unrealized +74.1%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,484 Shares 5,631 Est. Cost $179.71 Unrealized +36.5%
GLD SPDR GOLD TR 0.4%
Value ($000) $1,470 Shares 8,664 Est. Cost $159.24 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,431 Shares 22,496 Est. Cost $44.64 Unrealized +23.0%
PFE PFIZER INC 0.4%
Value ($000) $1,399 Shares 27,301 Est. Cost $34.40 Unrealized +16.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,351 Shares 28,366 Est. Cost $40.57 Unrealized +2.2%
CALAMOS STRATEGIC TOTAL RETU 0.3%
Value ($000) $1,264 Shares 94,222 Est. Cost $11.67 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $1,245 Shares 5,018 Est. Cost $186.54 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,239 Shares 6,220 Est. Cost $166.48 Unrealized +13.0%
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,165 Shares 16,554 Est. Cost $109.35 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,162 Shares 10,588 Est. Cost $80.93 Unrealized +20.6%
CB CHUBB LIMITED 0.3%
Value ($000) $1,144 Shares 5,188 Est. Cost $128.35 Unrealized +55.8%
STE STERIS PLC 0.3%
Value ($000) $1,112 Shares 6,019 Est. Cost $185.97 Unrealized -8.1%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,043 Shares 43,248 Est. Cost $24.80 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,011 Shares 2,907 Est. Cost $340.11 Unrealized -4.9%
AVGO BROADCOM INC 0.3%
Value ($000) $977 Shares 1,747 Est. Cost $31.79 Unrealized +49.8%
PTMC PACER FDS TR 0.2%
Value ($000) $969 Shares 31,037 Est. Cost $29.61 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $957 Shares 9,479 Est. Cost $72.67 Unrealized +20.6%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $925 Shares 6,332 Est. Cost $20.60 Unrealized -28.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $906 Shares 6,432 Est. Cost $100.93 Unrealized +21.9%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $889 Shares 1,614 Est. Cost $485.41 Unrealized +8.1%
IJR ISHARES TR 0.2%
Value ($000) $869 Shares 9,177 Est. Cost $94.64 Unrealized
BLACKROCK INC 0.2%
Value ($000) $853 Shares 1,204 Est. Cost $571.50 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $825 Shares 6,398 Est. Cost $70.53 Unrealized +81.8%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $819 Shares 4,990 Est. Cost $149.66 Unrealized -1.3%
DHR DANAHER CORPORATION 0.2%
Value ($000) $816 Shares 3,075 Est. Cost $229.67 Unrealized -0.7%
IYW ISHARES TR 0.2%
Value ($000) $813 Shares 10,914 Est. Cost $103.74 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $776 Shares 4,461 Est. Cost $124.14 Unrealized +19.2%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $775 Shares 3,005 Est. Cost $143.42 Unrealized +68.1%
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $768 Shares 16,432 Est. Cost $51.83 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $761 Shares 11,425 Est. Cost $49.02 Unrealized +18.3%
QCOM QUALCOMM INC 0.2%
Value ($000) $743 Shares 6,755 Est. Cost $114.30 Unrealized -4.8%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $741 Shares 2,109 Est. Cost $363.22 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $725 Shares 61,054 Est. Cost $4.68 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $677 Shares 3,217 Est. Cost $140.26 Unrealized
NKE NIKE INC 0.2%
Value ($000) $675 Shares 5,772 Est. Cost $96.16 Unrealized -0.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $667 Shares 16,921 Est. Cost $39.66 Unrealized -22.4%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $658 Shares 4,845 Est. Cost $87.49 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $652 Shares 5,522 Est. Cost $41.67 Unrealized +162.6%
CME CME GROUP INC 0.2%
Value ($000) $650 Shares 3,863 Est. Cost $147.47 Unrealized +2.4%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $649 Shares 2,716 Est. Cost $127.62 Unrealized +79.4%
T AT&T INC 0.2%
Value ($000) $642 Shares 34,856 Est. Cost $16.26 Unrealized -7.1%
CVS CVS HEALTH CORP 0.2%
Value ($000) $593 Shares 6,360 Est. Cost $65.69 Unrealized +30.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $573 Shares 8,841 Est. Cost $64.05 Unrealized +3.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $566 Shares 3,424 Est. Cost $104.68 Unrealized +45.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $549 Shares 6,897 Est. Cost $50.31 Unrealized +40.6%
SYY SYSCO CORP 0.1%
Value ($000) $549 Shares 7,175 Est. Cost $56.91 Unrealized +29.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $545 Shares 15,942 Est. Cost $26.39 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $544 Shares 5,950 Est. Cost $57.30 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $533 Shares 2,787 Est. Cost $180.97 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $505 Shares 5,145 Est. Cost $68.03 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $501 Shares 2,352 Est. Cost $227.76 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $500 Shares 6,950 Est. Cost $51.69 Unrealized +26.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $491 Shares 3,324 Est. Cost $112.28 Unrealized +26.8%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $489 Shares 1,985 Est. Cost $207.69 Unrealized +12.2%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $479 Shares 2,750 Est. Cost $118.55 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $478 Shares 11,380 Est. Cost $41.97 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $477 Shares 2,058 Est. Cost $219.66 Unrealized +3.0%
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $475 Shares 25,900 Est. Cost $20.42 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $466 Shares 2,114 Est. Cost $125.48 Unrealized +57.4%
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $448 Shares 2,456 Est. Cost $189.24 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $441 Shares 5,678 Est. Cost $91.36 Unrealized -19.6%
TLT ISHARES TR 0.1%
Value ($000) $425 Shares 4,274 Est. Cost $143.57 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $419 Shares 1,571 Est. Cost $220.71 Unrealized +19.6%
IWM ISHARES TR 0.1%
Value ($000) $411 Shares 2,358 Est. Cost $179.96 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $404 Shares 20,356 Est. Cost $15.08 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $398 Shares 2,834 Est. Cost $89.71 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $388 Shares 5,235 Est. Cost $54.49 Unrealized +44.3%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $382 Shares 2,960 Est. Cost $102.12 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $382 Shares 2,704 Est. Cost $132.29 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $380 Shares 449 Est. Cost $1026.85 Unrealized -13.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $368 Shares 4,675 Est. Cost $72.17 Unrealized -3.4%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $368 Shares 2,327 Est. Cost $160.87 Unrealized -13.4%
ZTS ZOETIS INC 0.1%
Value ($000) $355 Shares 2,424 Est. Cost $168.54 Unrealized -15.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $351 Shares 1,382 Est. Cost $240.82 Unrealized -7.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $347 Shares 1,303 Est. Cost $263.29 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $347 Shares 2,556 Est. Cost $138.69 Unrealized -18.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $346 Shares 2,532 Est. Cost $69.44 Unrealized +84.3%
EOG EOG RES INC 0.1%
Value ($000) $344 Shares 2,658 Est. Cost $63.90 Unrealized +84.4%
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $343 Shares 15,502 Est. Cost $24.72 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $337 Shares 10,230 Est. Cost $18.11 Unrealized +56.0%
XYZ BLOCK INC 0.1%
Value ($000) $333 Shares 5,299 Est. Cost $91.37 Unrealized -32.5%
IUSG ISHARES TR 0.1%
Value ($000) $332 Shares 4,075 Est. Cost $53.85 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $331 Shares 11,549 Est. Cost $35.17 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $329 Shares 2,488 Est. Cost $86.82 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $326 Shares 3,904 Est. Cost $63.53 Unrealized +16.2%
INTC INTEL CORP 0.1%
Value ($000) $325 Shares 12,279 Est. Cost $44.59 Unrealized -40.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $323 Shares 2,377 Est. Cost $111.57 Unrealized +1.0%
IWD ISHARES TR 0.1%
Value ($000) $318 Shares 2,099 Est. Cost $116.74 Unrealized
MMM 3M CO 0.1%
Value ($000) $315 Shares 2,623 Est. Cost $125.31 Unrealized -27.6%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $308 Shares 6,144 Est. Cost $44.81 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $307 Shares 4,120 Est. Cost $51.62 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $304 Shares 3,500 Est. Cost $126.99 Unrealized -26.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $300 Shares 2,362 Est. Cost $105.92 Unrealized +7.7%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $290 Shares 1,847 Est. Cost $142.52 Unrealized +7.5%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $278 Shares 1,682 Est. Cost $125.21 Unrealized +24.6%
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $277 Shares 4,199 Est. Cost $56.47 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $275 Shares 859 Est. Cost $278.84 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $274 Shares 3,894 Est. Cost $65.97 Unrealized -3.2%
SM SM ENERGY CO 0.1%
Value ($000) $269 Shares 7,720 Est. Cost $18.65 Unrealized +106.5%
ORCL ORACLE CORP 0.1%
Value ($000) $269 Shares 3,285 Est. Cost $70.16 Unrealized +4.3%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $264 Shares 3,491 Est. Cost $64.53 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $257 Shares 15,293 Est. Cost $19.41 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $255 Shares 2,260 Est. Cost $100.19 Unrealized 0.0%
MTUM ISHARES TR 0.1%
Value ($000) $244 Shares 1,669 Est. Cost $155.16 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $241 Shares 1,494 Est. Cost $106.83 Unrealized +28.4%
EFAV ISHARES TR 0.1%
Value ($000) $241 Shares 3,790 Est. Cost $73.37 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $238 Shares 992 Est. Cost $206.59 Unrealized 0.0%
LBRT LIBERTY ENERGY INC 0.1%
Value ($000) $237 Shares 14,800 Est. Cost $6.98 Unrealized +127.9%
NVS NOVARTIS AG 0.1%
Value ($000) $236 Shares 2,601 Est. Cost $90.72 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $236 Shares 625 Est. Cost $337.92 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $233 Shares 3,130 Est. Cost $99.81 Unrealized
CSX CSX CORP 0.1%
Value ($000) $232 Shares 7,500 Est. Cost $27.68 Unrealized +3.8%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $231 Shares 12,781 Est. Cost $12.14 Unrealized +25.0%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $230 Shares 5,250 Est. Cost $42.86 Unrealized
BAND BANDWIDTH INC 0.1%
Value ($000) $224 Shares 9,760 Est. Cost $18.19 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $224 Shares 1,605 Est. Cost $87.29 Unrealized -8.0%
NOW SERVICENOW INC 0.1%
Value ($000) $210 Shares 540 Est. Cost $70.95 Unrealized +10.2%
TGT TARGET CORP 0.1%
Value ($000) $208 Shares 1,397 Est. Cost $206.38 Unrealized -31.7%
YUM YUM BRANDS INC 0.1%
Value ($000) $207 Shares 1,619 Est. Cost $114.06 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $207 Shares 2,158 Est. Cost $84.53 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $202 Shares 815 Est. Cost $228.84 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $202 Shares 1,700 Est. Cost $112.24 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $202 Shares 2,405 Est. Cost $72.93 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $201 Shares 1,269 Est. Cost $149.35 Unrealized 0.0%
IVZ INVESCO LTD 0.1%
Value ($000) $194 Shares 10,798 Est. Cost $13.12 Unrealized +12.5%
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value ($000) $181 Shares 64,866 Est. Cost $5.80 Unrealized -55.3%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $135 Shares 17,936 Est. Cost $7.35 Unrealized
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $104 Shares 10,000 Est. Cost $7.81 Unrealized +34.8%
RSVR RESERVOIR MEDIA INC 0.0%
Value ($000) $60 Shares 10,000 Est. Cost $5.71 Unrealized 0.0%
BGC PARTNERS INC 0.0%
Value ($000) $42 Shares 11,100 Est. Cost $5.20 Unrealized