Redwood Wealth Management Group, LLC Diversified Active

CIK: 0001963839 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 27, 2025

Total Value ($000): $205,094 (100.0% shares, 0.0% debt)

Holdings (159)

SWVXX SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES 15.2%
Value ($000) $31,074 Shares 31,073,682 Est. Cost $1.00 Unrealized
SNVXX SCHWAB GOVERNMENT MONEY INV 6.8%
Value ($000) $13,995 Shares 13,995,219 Est. Cost $1.00 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $5,170 Shares 12,260 Est. Cost $255.62 Unrealized +65.2%
HNHAF HON HAI PRECISION ORDF 2.3%
Value ($000) $4,705 Shares 832,415 Est. Cost $3.26 Unrealized 0.0%
AAPL APPLE INC 2.2%
Value ($000) $4,505 Shares 18,002 Est. Cost $140.70 Unrealized +66.7%
IBM IBM CORP 2.1%
Value ($000) $4,235 Shares 19,291 Est. Cost $122.92 Unrealized +76.0%
BPTRX BARON PARTNERS RETAIL 2.1%
Value ($000) $4,212 Shares 19,684 Est. Cost $190.03 Unrealized
SNAXX SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES 2.0%
Value ($000) $4,102 Shares 4,102,299 Est. Cost $1.00 Unrealized
NVDA NVIDIA CORP 1.8%
Value ($000) $3,619 Shares 26,930 Est. Cost $93.82 Unrealized +46.9%
ET ENERGY TRANSFER L P LP 1.7%
Value ($000) $3,573 Shares 182,504 Est. Cost $13.34 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.7%
Value ($000) $3,452 Shares 34,024 Est. Cost $58.50 Unrealized
IVV ISHARES CORE S&P 500 ETF IV 1.6%
Value ($000) $3,317 Shares 5,638 Est. Cost $396.85 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPPS I 1.5%
Value ($000) $3,161 Shares 15,795 Est. Cost $184.44 Unrealized
GOOG ALPHABET INC CLASS C 1.5%
Value ($000) $3,153 Shares 16,605 Est. Cost $98.29 Unrealized +78.7%
GOOGL ALPHABET INC CLASS A 1.5%
Value ($000) $3,123 Shares 16,484 Est. Cost $94.32 Unrealized +84.6%
IWM ISHARES RUSSELL 2000 ETF 1.5%
Value ($000) $3,106 Shares 14,058 Est. Cost $211.31 Unrealized
AVGO BROADCOM INC 1.4%
Value ($000) $2,831 Shares 12,201 Est. Cost $147.46 Unrealized +24.0%
KMI KINDER MORGAN INC DEL 1.3%
Value ($000) $2,688 Shares 98,092 Est. Cost $15.18 Unrealized +63.9%
MDIJX MFS INTL DIVERSIFICATION I 1.3%
Value ($000) $2,568 Shares 112,325 Est. Cost $25.54 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,501 Shares 23,234 Est. Cost $96.66 Unrealized +16.2%
SDY SPDR S&P DIVIDEND ETF 1.2%
Value ($000) $2,435 Shares 18,446 Est. Cost $125.11 Unrealized
LBNYX LORD ABBETT BOND-DEBENTURE I 1.1%
Value ($000) $2,310 Shares 325,406 Est. Cost $7.25 Unrealized
VDIGX VANGUARD DIVIDEND GROWTH FUND INV 1.1%
Value ($000) $2,171 Shares 59,984 Est. Cost $41.80 Unrealized
PICMX VIRTUS KAR MID-CAP GROWTH I 1.1%
Value ($000) $2,162 Shares 34,828 Est. Cost $62.60 Unrealized
COLUMBIA DIVIDEND INCOME INST2 1.0%
Value ($000) $2,020 Shares 60,096 Est. Cost $35.61 Unrealized
LCRDX LORD ABBETT CR OPPORTUNITIES INST 0.9%
Value ($000) $1,928 Shares 215,882 Est. Cost $9.02 Unrealized
JMBS JANUS HENDRSON MORTG BCKD SECURT ETF 0.9%
Value ($000) $1,871 Shares 42,324 Est. Cost $45.00 Unrealized
LLY ELI LILLY AND CO 0.9%
Value ($000) $1,836 Shares 2,379 Est. Cost $478.58 Unrealized +71.6%
IJH ISHARES CORE S&P MID CAPETF 0.8%
Value ($000) $1,730 Shares 27,783 Est. Cost $96.26 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.8%
Value ($000) $1,703 Shares 14,794 Est. Cost $94.81 Unrealized
VSIAX VANGUARD SMALL CAP VALUE INDEX ADMIRAL 0.8%
Value ($000) $1,661 Shares 19,569 Est. Cost $86.30 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.8%
Value ($000) $1,657 Shares 23,682 Est. Cost $63.90 Unrealized
VWILX VANGUARD INTERNATIONAL GROWTH ADM 0.8%
Value ($000) $1,656 Shares 16,244 Est. Cost $117.07 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $1,642 Shares 4,037 Est. Cost $186.06 Unrealized +72.9%
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.8%
Value ($000) $1,612 Shares 21,332 Est. Cost $8.48 Unrealized +586.7%
FIXIX FIDELITY ADVISOR INTL SMALL CAP I 0.8%
Value ($000) $1,565 Shares 50,855 Est. Cost $34.40 Unrealized
MRK MERCK & CO. INC. 0.7%
Value ($000) $1,453 Shares 14,618 Est. Cost $93.13 Unrealized +6.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.7%
Value ($000) $1,423 Shares 29,759 Est. Cost $42.12 Unrealized
VZ VERIZON COMMUNICATIONS I 0.7%
Value ($000) $1,388 Shares 34,768 Est. Cost $30.81 Unrealized +27.9%
META META PLATFORMS INC CLASS A 0.6%
Value ($000) $1,315 Shares 2,248 Est. Cost $359.13 Unrealized +62.8%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $1,298 Shares 7,750 Est. Cost $129.79 Unrealized +27.7%
AMZN AMAZON.COM INC 0.6%
Value ($000) $1,244 Shares 5,668 Est. Cost $106.17 Unrealized +92.7%
FGSIX FEDERATED HERMES MDT MID CAP GROWTH IS 0.6%
Value ($000) $1,243 Shares 19,953 Est. Cost $58.26 Unrealized
HYMIX LORD ABBETT HIGH INCOME MUNI BOND I 0.6%
Value ($000) $1,233 Shares 113,128 Est. Cost $11.12 Unrealized
GIBLX GUGGENHEIM TOTAL RETURN BOND P 0.6%
Value ($000) $1,179 Shares 50,257 Est. Cost $24.29 Unrealized
VWUSX VANGUARD US GROWTH INVESTOR 0.5%
Value ($000) $1,004 Shares 13,926 Est. Cost $70.21 Unrealized
TSEMX TOUCHSTONE SANDS CPTL EMERG MKTS GR Y 0.5%
Value ($000) $995 Shares 69,211 Est. Cost $15.91 Unrealized
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.5%
Value ($000) $971 Shares 11,450 Est. Cost $87.54 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $951 Shares 2,621 Est. Cost $210.79 Unrealized +81.1%
RSIGX VICTORY RS INTERNATIONAL Y 0.5%
Value ($000) $948 Shares 64,953 Est. Cost $16.30 Unrealized
AON AON PLC FCLASS A 0.5%
Value ($000) $939 Shares 2,618 Est. Cost $285.70 Unrealized +27.8%
GRNY FUNDSTRAT GRANNY SHT US LG CP ETF 0.5%
Value ($000) $933 Shares 46,750 Est. Cost $19.97 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $850 Shares 2,937 Est. Cost $245.76 Unrealized +18.1%
ABBV ABBVIE INC 0.4%
Value ($000) $835 Shares 4,699 Est. Cost $137.24 Unrealized +29.3%
BGAIX BARON GLOBAL ADVANTAGE INSTITUTIONAL 0.4%
Value ($000) $817 Shares 20,360 Est. Cost $35.59 Unrealized
RTX RTX CORP 0.4%
Value ($000) $795 Shares 6,882 Est. Cost $87.65 Unrealized +34.9%
PXSGX VIRTUS KAR SMALL-CAP GROWTH I 0.4%
Value ($000) $783 Shares 23,622 Est. Cost $36.27 Unrealized
VFIAX VANGUARD 500 INDEX ADMIRAL 0.4%
Value ($000) $775 Shares 1,421 Est. Cost $531.67 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $769 Shares 5,011 Est. Cost $108.85 Unrealized +46.5%
VWENX VANGUARD WELLINGTON ADMIRAL 0.4%
Value ($000) $760 Shares 10,247 Est. Cost $79.50 Unrealized
NFE NEW FORTRESS ENERGY A CLASS A 0.4%
Value ($000) $749 Shares 49,750 Est. Cost $10.36 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $749 Shares 13,263 Est. Cost $61.51 Unrealized -14.5%
CSX CSX CORP 0.3%
Value ($000) $701 Shares 21,723 Est. Cost $28.73 Unrealized +17.2%
INGR INGREDION INC 0.3%
Value ($000) $688 Shares 5,000 Est. Cost $92.23 Unrealized +52.6%
ENB ENBRIDGE INC F 0.3%
Value ($000) $683 Shares 16,086 Est. Cost $31.84 Unrealized +23.1%
HIMX HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.3%
Value ($000) $669 Shares 83,060 Est. Cost $7.94 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $667 Shares 25,152 Est. Cost $36.84 Unrealized -31.8%
AMD ADVANCED MICRO DEVICE IN 0.3%
Value ($000) $640 Shares 5,299 Est. Cost $72.47 Unrealized +98.6%
ZETA ZETA GLOBAL HLDGS CORP CLASS A 0.3%
Value ($000) $638 Shares 35,563 Est. Cost $25.26 Unrealized 0.0%
TTD THE TRADE DESK INC CLASS A 0.3%
Value ($000) $637 Shares 5,420 Est. Cost $50.70 Unrealized +144.0%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $635 Shares 5,749 Est. Cost $54.13 Unrealized +70.8%
LGLIX LORD ABBETT GROWTH LEADERS I 0.3%
Value ($000) $614 Shares 12,223 Est. Cost $43.80 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $606 Shares 10,228 Est. Cost $41.61 Unrealized +33.1%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $592 Shares 1,035 Est. Cost $326.73 Unrealized +66.8%
WGMI COINSHRS VLKYR BITCOIN MINER ETF 0.3%
Value ($000) $592 Shares 26,715 Est. Cost $19.72 Unrealized
NU NU HLDGS LTD FCLASS A 0.3%
Value ($000) $582 Shares 56,250 Est. Cost $13.30 Unrealized 0.0%
PIMIX PIMCO INCOME INSTL 0.3%
Value ($000) $582 Shares 55,264 Est. Cost $10.79 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $580 Shares 4,020 Est. Cost $155.97 Unrealized -4.1%
AMGN AMGEN INC 0.3%
Value ($000) $575 Shares 2,206 Est. Cost $243.12 Unrealized +17.7%
VWUAX VANGUARD US GROWTH ADMIRAL 0.3%
Value ($000) $575 Shares 3,076 Est. Cost $182.09 Unrealized
TRP TC ENERGY CORP F 0.3%
Value ($000) $575 Shares 12,346 Est. Cost $36.32 Unrealized +25.4%
DSDYX BNY MELLON GLOBAL FIXED INCOME - Y 0.3%
Value ($000) $570 Shares 27,512 Est. Cost $20.88 Unrealized
EPD ENTERPRISE PRODS PART LP 0.3%
Value ($000) $565 Shares 18,000 Est. Cost $24.52 Unrealized
OPRA OPERA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $563 Shares 29,715 Est. Cost $14.93 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.3%
Value ($000) $552 Shares 6,443 Est. Cost $87.80 Unrealized
AOSL ALPHA & OMEGA SEMICOND F 0.3%
Value ($000) $548 Shares 14,737 Est. Cost $37.27 Unrealized 0.0%
WMT WALMART INC 0.3%
Value ($000) $543 Shares 6,011 Est. Cost $52.65 Unrealized +63.0%
LAHYX LORD ABBETT HIGH YIELD I 0.3%
Value ($000) $541 Shares 84,437 Est. Cost $6.52 Unrealized
T AT&T INC 0.3%
Value ($000) $541 Shares 23,772 Est. Cost $15.16 Unrealized +41.9%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $540 Shares 8,955 Est. Cost $33.77 Unrealized +111.5%
ETN EATON CORP PLC F 0.3%
Value ($000) $534 Shares 1,609 Est. Cost $165.20 Unrealized +110.1%
EQT EQT CORP 0.3%
Value ($000) $524 Shares 11,368 Est. Cost $35.52 Unrealized +14.5%
SCCO SOUTHERN COPPER CORP 0.3%
Value ($000) $519 Shares 5,708 Est. Cost $47.87 Unrealized +105.0%
PIFZX PGIM SHORT-TERM CORPORATE BOND Z 0.3%
Value ($000) $517 Shares 48,683 Est. Cost $10.76 Unrealized
RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $505 Shares 8,579 Est. Cost $69.57 Unrealized
PMZIX PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL 0.2%
Value ($000) $495 Shares 53,611 Est. Cost $9.47 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $484 Shares 2,810 Est. Cost $78.64 Unrealized +114.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $475 Shares 1,981 Est. Cost $121.64 Unrealized +87.5%
ADBE ADOBE INC 0.2%
Value ($000) $470 Shares 1,056 Est. Cost $431.34 Unrealized +14.8%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $460 Shares 18,016 Est. Cost $23.78 Unrealized +0.6%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $459 Shares 5,454 Est. Cost $57.55 Unrealized +75.9%
PEG PUBLIC SVC ENTERPRISE GR 0.2%
Value ($000) $458 Shares 5,427 Est. Cost $52.12 Unrealized +63.6%
FSK FS KKR CAPITAL CORP 0.2%
Value ($000) $448 Shares 20,610 Est. Cost $11.47 Unrealized +53.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $444 Shares 914 Est. Cost $428.48 Unrealized +23.0%
SLV ISHARES SILVER TRUST ETF IV 0.2%
Value ($000) $438 Shares 16,650 Est. Cost $28.41 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 0.2%
Value ($000) $437 Shares 855 Est. Cost $269.98 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value ($000) $434 Shares 957 Est. Cost $350.99 Unrealized +31.5%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $400 Shares 1,243 Est. Cost $210.52 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $395 Shares 3,276 Est. Cost $81.30 Unrealized +48.3%
CIVI CIVITAS RES INC 0.2%
Value ($000) $394 Shares 8,596 Est. Cost $46.35 Unrealized 0.0%
F FORD MTR CO DEL 0.2%
Value ($000) $381 Shares 38,484 Est. Cost $10.38 Unrealized -4.9%
VMGRX VANGUARD MID CAP GROWTH INV 0.2%
Value ($000) $373 Shares 13,803 Est. Cost $26.50 Unrealized
FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV 0.2%
Value ($000) $371 Shares 6,198 Est. Cost $59.44 Unrealized
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $369 Shares 532 Est. Cost $834.06 Unrealized
JD JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.2%
Value ($000) $361 Shares 10,406 Est. Cost $28.76 Unrealized
LX LEXINFINTECH HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.2%
Value ($000) $359 Shares 61,855 Est. Cost $5.81 Unrealized
REGN REGENERON PHARMACEUTICAL 0.2%
Value ($000) $354 Shares 497 Est. Cost $761.47 Unrealized +9.6%
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $348 Shares 5,067 Est. Cost $233.20 Unrealized -66.0%
LISSX LORD ABBETT SPECIAL SITUATIONS INCOME I 0.2%
Value ($000) $347 Shares 37,191 Est. Cost $9.31 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $347 Shares 4,071 Est. Cost $61.23 Unrealized +37.0%
BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.2%
Value ($000) $338 Shares 4,017 Est. Cost $108.63 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $329 Shares 2,953 Est. Cost $92.36 Unrealized +12.1%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value ($000) $326 Shares 4,867 Est. Cost $44.00 Unrealized
CRNC CERENCE INC 0.2%
Value ($000) $326 Shares 41,560 Est. Cost $5.02 Unrealized 0.0%
HANCOCK JOHN FINANCIAL OPPORTUNITIES FUND 0.2%
Value ($000) $315 Shares 8,829 Est. Cost $29.73 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $307 Shares 1,684 Est. Cost $173.67 Unrealized +8.8%
MFIIX MFS INCOME I 0.1%
Value ($000) $291 Shares 49,785 Est. Cost $6.07 Unrealized
NIO NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $290 Shares 66,342 Est. Cost $8.22 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $288 Shares 1,771 Est. Cost $94.74 Unrealized +89.1%
DTE DTE ENERGY CO 0.1%
Value ($000) $285 Shares 2,357 Est. Cost $101.47 Unrealized +16.7%
SDGR SCHRODINGER INC 0.1%
Value ($000) $283 Shares 14,620 Est. Cost $20.75 Unrealized -6.4%
V VISA INC CLASS A 0.1%
Value ($000) $271 Shares 858 Est. Cost $218.84 Unrealized +36.3%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $266 Shares 8,141 Est. Cost $50.19 Unrealized -27.4%
DINO HF SINCLAIR CORP 0.1%
Value ($000) $266 Shares 7,607 Est. Cost $48.71 Unrealized -20.7%
UMC UNITED MICROELECTRONIC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $265 Shares 40,830 Est. Cost $6.55 Unrealized
BHP BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $260 Shares 5,324 Est. Cost $61.52 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $259 Shares 2,855 Est. Cost $69.73 Unrealized +33.5%
VWAGY VOLKSWAGEN A G FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.1%
Value ($000) $257 Shares 27,562 Est. Cost $11.58 Unrealized
EEIIX EATON VANCE EMERGING MARKETS LOCAL INC I 0.1%
Value ($000) $253 Shares 80,662 Est. Cost $3.49 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $243 Shares 1,497 Est. Cost $127.85 Unrealized +23.1%
CLSK CLEANSPARK INC 0.1%
Value ($000) $243 Shares 26,345 Est. Cost $3.17 Unrealized +282.2%
TBGVX TWEEDY, BROWNE INTERNATIONAL VALUE FUND 0.1%
Value ($000) $242 Shares 9,515 Est. Cost $29.26 Unrealized
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.1%
Value ($000) $241 Shares 704 Est. Cost $332.51 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $236 Shares 1,204 Est. Cost $182.56 Unrealized
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $232 Shares 1,173 Est. Cost $197.95 Unrealized
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.1%
Value ($000) $231 Shares 4,100 Est. Cost $56.33 Unrealized
ETHE GRAYSCALE ETHEREUM TR ET 0.1%
Value ($000) $230 Shares 8,225 Est. Cost $31.40 Unrealized
TWEBX TWEEDY, BROWNE VALUE 0.1%
Value ($000) $228 Shares 13,594 Est. Cost $19.59 Unrealized
IONQ IONQ INC 0.1%
Value ($000) $226 Shares 5,383 Est. Cost $25.08 Unrealized 0.0%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $224 Shares 6,600 Est. Cost $33.93 Unrealized
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $217 Shares 2,177 Est. Cost $104.88 Unrealized +4.8%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $216 Shares 2,218 Est. Cost $90.72 Unrealized
INDI INDIE SEMICONDUCTOR INC CLASS A 0.1%
Value ($000) $215 Shares 53,250 Est. Cost $4.11 Unrealized 0.0%
SILA SILA RLTY TR INC REIT 0.1%
Value ($000) $214 Shares 8,791 Est. Cost $21.17 Unrealized
DOW DOW INC 0.1%
Value ($000) $213 Shares 5,301 Est. Cost $44.66 Unrealized -3.8%
APAM ARTISAN PARTNERS ASSET MCLASS A 0.1%
Value ($000) $211 Shares 4,896 Est. Cost $27.35 Unrealized +47.0%
PNC PNC FINL SERVICES 0.1%
Value ($000) $211 Shares 1,092 Est. Cost $146.60 Unrealized +29.1%
CMI CUMMINS INC 0.1%
Value ($000) $206 Shares 591 Est. Cost $343.44 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $202 Shares 1,138 Est. Cost $156.93 Unrealized 0.0%