MITCHELL MCLEOD PUGH & WILLIAMS INC Diversified Active

Location: Mobile, AL

CIK: 0001632105 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 11, 2026

Total Value: $815M (100.0% shares, 0.0% debt)

Holdings (307)

New Positions (31)

HON HONEYWELL INTL INC 0.1%
Value $1.169M Shares 5,223 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC 0.1%
Value $1.16M Shares 5,246 Est. Cost $221.08 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $677K Shares 3,986 Est. Cost $169.88 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.1%
Value $486K Shares 2,847 Est. Cost $170.86 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value $473K Shares 1,260 Est. Cost $375.32 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value $453K Shares 8,218 Est. Cost $55.18 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value $409K Shares 640 Est. Cost $638.72 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $376K Shares 3,488 Est. Cost $107.93 Unrealized
SOXX ISHARES TR 0.0%
Value $370K Shares 578 Est. Cost $640.32 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $356K Shares 4,015 Est. Cost $88.59 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $305K Shares 1,480 Est. Cost $206.01 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value $297K Shares 3,969 Est. Cost $74.73 Unrealized
CCL CARNIVAL CORP LTD 0.0%
Value $295K Shares 10,335 Est. Cost $28.57 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $287K Shares 3,045 Est. Cost $94.12 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $286K Shares 2,659 Est. Cost $107.50 Unrealized
DDOG DATADOG INC 0.0%
Value $267K Shares 1,024 Est. Cost $260.36 Unrealized
ITRN ITURAN LOCATION AND CONTROL 0.0%
Value $265K Shares 4,350 Est. Cost $61.01 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $257K Shares 1,044 Est. Cost $246.22 Unrealized
GSK GSK PLC 0.0%
Value $252K Shares 4,805 Est. Cost $52.42 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $228K Shares 460 Est. Cost $495.08 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $227K Shares 716 Est. Cost $317.35 Unrealized
TWLO TWILIO INC 0.0%
Value $217K Shares 1,050 Est. Cost $206.33 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value $210K Shares 2,510 Est. Cost $83.52 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value $210K Shares 581 Est. Cost $360.63 Unrealized
NOW SERVICENOW INC 0.0%
Value $208K Shares 2,100 Est. Cost $99.28 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $207K Shares 948 Est. Cost $218.45 Unrealized
IOO ISHARES TR 0.0%
Value $205K Shares 1,500 Est. Cost $136.60 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $202K Shares 950 Est. Cost $212.77 Unrealized
AGNC AGNC INVT CORP 0.0%
Value $194K Shares 17,816 Est. Cost $10.90 Unrealized
NOK NOKIA CORP 0.0%
Value $159K Shares 11,954 Est. Cost $13.28 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value $64,251 Shares 13,275 Est. Cost $4.84 Unrealized

Increased Positions (127)

VUG VANGUARD INDEX FDS 6.9%
Value $56.01M (+22.9%) Shares 650,199 (+523.1%) Est. Cost $122.77 Unrealized
VTV VANGUARD INDEX FDS 5.8%
Value $46.87M (+21.9%) Shares 215,062 (+9.7%) Est. Cost $166.26 Unrealized
VO VANGUARD INDEX FDS 4.9%
Value $40.22M (+20.4%) Shares 499,187 (+329.1%) Est. Cost $120.44 Unrealized
AAPL APPLE INC 4.5%
Value $36.61M (+18.2%) Shares 126,528 (+3.7%) Est. Cost $111.09 Unrealized
GOOGL ALPHABET INC 1.9%
Value $15.81M (+35.4%) Shares 44,253 (+9.0%) Est. Cost $171.99 Unrealized
CAT CATERPILLAR INC 1.4%
Value $11.31M (+53.9%) Shares 10,625 (+2.4%) Est. Cost $140.98 Unrealized
FBCG FIDELITY COVINGTON TRUST 1.6%
Value $12.67M (+45.0%) Shares 203,998 (+17.0%) Est. Cost $49.36 Unrealized
NVDA NVIDIA CORPORATION 2.4%
Value $19.76M (+22.5%) Shares 98,763 (+6.8%) Est. Cost $110.37 Unrealized
LLY ELI LILLY & CO 1.1%
Value $8.955M (+56.4%) Shares 7,466 (+20.0%) Est. Cost $394.11 Unrealized
VB VANGUARD INDEX FDS 2.0%
Value $16.03M (+18.7%) Shares 52,877 (+2.6%) Est. Cost $226.73 Unrealized
AMZN AMAZON COM INC 1.4%
Value $11.42M (+27.0%) Shares 47,922 (+10.9%) Est. Cost $156.90 Unrealized
KLAC KLA CORP 0.6%
Value $4.708M (+103.2%) Shares 15,605 (+891.4%) Est. Cost $286.01 Unrealized
AVGO BROADCOM INC 1.3%
Value $10.85M (+26.6%) Shares 28,719 (+3.8%) Est. Cost $164.16 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.5%
Value $3.994M (+81.0%) Shares 48,508 (+56.3%) Est. Cost $75.74 Unrealized
GE GE AEROSPACE 0.5%
Value $4.02M (+59.7%) Shares 10,757 (+21.2%) Est. Cost $181.09 Unrealized
BIV VANGUARD BD INDEX FDS 1.7%
Value $14.03M (+11.2%) Shares 182,901 (+11.9%) Est. Cost $77.12 Unrealized
ABBV ABBVIE INC 0.6%
Value $5.094M (+34.9%) Shares 20,243 (+16.6%) Est. Cost $107.21 Unrealized
VXUS VANGUARD STAR FDS 0.9%
Value $7.061M (+21.8%) Shares 82,598 (+9.9%) Est. Cost $67.56 Unrealized
VTI VANGUARD INDEX FDS 0.8%
Value $6.817M (+21.2%) Shares 18,421 (+5.1%) Est. Cost $208.77 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value $2.691M (+74.8%) Shares 9,028 (+13.9%) Est. Cost $100.64 Unrealized
MSFT MICROSOFT CORP 2.1%
Value $17.08M (+7.2%) Shares 45,783 (+6.3%) Est. Cost $174.21 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.3%
Value $2.06M (+122.0%) Shares 51,230 (+86.9%) Est. Cost $36.81 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $1.484M (+305.7%) Shares 4,352 (+90.7%) Est. Cost $265.76 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value $5.702M (-16.2%) Shares 41,703 (+4.0%) Est. Cost $72.74 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value $4.617M (+28.9%) Shares 6,269 (+1.0%) Est. Cost $318.09 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value $2.73M (+56.2%) Shares 6,568 (+1.7%) Est. Cost $136.08 Unrealized
MS MORGAN STANLEY 0.3%
Value $2.593M (+54.5%) Shares 12,404 (+21.7%) Est. Cost $68.71 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $4.067M (+27.8%) Shares 14,462 (+10.1%) Est. Cost $185.32 Unrealized
GLDM WORLD GOLD TR 0.3%
Value $2.579M (+51.0%) Shares 32,478 (+76.3%) Est. Cost $65.00 Unrealized
C CITIGROUP INC 0.3%
Value $2.789M (+44.6%) Shares 19,929 (+17.1%) Est. Cost $83.23 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $1.13M (+264.7%) Shares 1,171 (+48.0%) Est. Cost $488.05 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value $1.064M (+329.9%) Shares 25,797 (+306.1%) Est. Cost $40.69 Unrealized
HD HOME DEPOT INC 0.7%
Value $5.624M (+15.4%) Shares 15,947 (+7.6%) Est. Cost $126.84 Unrealized
BAC BANK OF AMER CORP 0.4%
Value $3.543M (+26.3%) Shares 62,172 (+8.1%) Est. Cost $25.64 Unrealized
KO COCA COLA CO 0.3%
Value $2.74M (+35.3%) Shares 33,711 (+26.6%) Est. Cost $50.51 Unrealized
V VISA INC 0.3%
Value $2.789M (+33.9%) Shares 8,128 (+17.9%) Est. Cost $245.22 Unrealized
IRM IRON MTN INC DEL 0.2%
Value $1.73M (+66.1%) Shares 13,700 (+34.3%) Est. Cost $101.35 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value $3.358M (+25.7%) Shares 40,627 (+25.9%) Est. Cost $83.64 Unrealized
ETN EATON CORP PLC 0.2%
Value $1.592M (+70.5%) Shares 3,736 (+43.1%) Est. Cost $303.83 Unrealized
BA BOEING CO 0.2%
Value $1.617M (+66.7%) Shares 7,468 (+53.3%) Est. Cost $175.48 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.5%
Value $3.767M (+20.1%) Shares 89,249 (+20.1%) Est. Cost $42.22 Unrealized
GEV GE VERNOVA INC 0.2%
Value $1.785M (+52.7%) Shares 1,519 (+13.4%) Est. Cost $282.56 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $1.732M (+55.1%) Shares 1,713 (+29.8%) Est. Cost $642.28 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.5%
Value $4.19M (+16.0%) Shares 5,611 (+1.1%) Est. Cost $322.19 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value $2.455M (+30.1%) Shares 8,015 (+9.3%) Est. Cost $228.99 Unrealized
CVX CHEVRON CORPORATION 0.5%
Value $4.34M (-11.1%) Shares 26,181 (+10.9%) Est. Cost $95.32 Unrealized
LIN LINDE PLC 0.3%
Value $2.516M (+25.5%) Shares 4,848 (+19.9%) Est. Cost $408.51 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value $7.293M (+7.1%) Shares 28,718 (+3.1%) Est. Cost $107.33 Unrealized
MRK MERCK & CO INC 0.4%
Value $3.29M (+16.9%) Shares 25,603 (+9.5%) Est. Cost $65.19 Unrealized
NFLX NETFLIX INC. 0.2%
Value $1.382M (-25.0%) Shares 19,354 (+1.0%) Est. Cost $100.77 Unrealized
SO SOUTHERN CO 0.9%
Value $6.957M (+7.0%) Shares 72,692 (+7.9%) Est. Cost $48.61 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value $2.496M (+22.1%) Shares 12,634 (+13.9%) Est. Cost $158.69 Unrealized
PFE PFIZER INC 0.2%
Value $1.67M (+36.5%) Shares 69,337 (+59.1%) Est. Cost $24.23 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value $3.874M (+12.1%) Shares 26,421 (+10.4%) Est. Cost $97.34 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value $903K (+85.2%) Shares 28,256 (+94.3%) Est. Cost $23.27 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $1.061M (+63.0%) Shares 9,663 (+43.2%) Est. Cost $93.28 Unrealized
TRV TRAVELERS COMPANIES INC 0.3%
Value $2.597M (+17.8%) Shares 7,866 (+4.1%) Est. Cost $100.49 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.2%
Value $1.352M (+38.5%) Shares 3,497 (+4.8%) Est. Cost $203.89 Unrealized
META META PLATFORMS INC 0.5%
Value $4.334M (+9.5%) Shares 7,693 (+11.2%) Est. Cost $456.59 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value $2.235M (+19.5%) Shares 28,683 (+20.3%) Est. Cost $78.03 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value $2.273M (+18.2%) Shares 10,150 (+7.2%) Est. Cost $119.90 Unrealized
GL GLOBE LIFE INC 0.1%
Value $932K (+55.2%) Shares 5,216 (+20.9%) Est. Cost $103.66 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $714K (+84.7%) Shares 5,975 (+978.5%) Est. Cost $163.38 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $1.012M (+47.4%) Shares 2,037 (+32.5%) Est. Cost $458.61 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $778K (+66.9%) Shares 9,839 (+67.4%) Est. Cost $79.56 Unrealized
TGT TARGET CORP 0.1%
Value $912K (+51.3%) Shares 6,986 (+40.4%) Est. Cost $94.70 Unrealized
SLB SLB LIMITED 0.1%
Value $1.087M (+39.2%) Shares 23,378 (+53.8%) Est. Cost $44.63 Unrealized
DAL DELTA AIR LINES INC 0.1%
Value $1.016M (+42.7%) Shares 10,843 (+1.3%) Est. Cost $33.94 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.2%
Value $1.379M (+27.1%) Shares 30,316 (+27.5%) Est. Cost $46.14 Unrealized
IVV ISHARES TR 0.2%
Value $1.229M (+28.0%) Shares 1,641 (+11.6%) Est. Cost $426.45 Unrealized
AMGN AMGEN INC 0.1%
Value $954K (+38.9%) Shares 2,634 (+34.9%) Est. Cost $216.93 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $1.082M (+31.5%) Shares 3,724 (+56.2%) Est. Cost $249.91 Unrealized
TMUS T-MOBILE US INC 0.1%
Value $1.038M (-19.1%) Shares 6,186 (+1.3%) Est. Cost $150.23 Unrealized
ARTY ISHARES TR 0.1%
Value $570K (+68.1%) Shares 7,489 (+2.7%) Est. Cost $32.61 Unrealized
UNP UNION PAC CORP 0.2%
Value $1.858M (+13.6%) Shares 6,830 (+1.4%) Est. Cost $103.21 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.4%
Value $3.638M (+6.4%) Shares 3,888 (+13.3%) Est. Cost $388.44 Unrealized
TFC TRUIST FINL CORP 0.1%
Value $844K (+34.2%) Shares 16,950 (+23.8%) Est. Cost $43.37 Unrealized
NEM NEWMONT CORP 0.1%
Value $539K (+63.4%) Shares 5,773 (+89.4%) Est. Cost $80.72 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $1.988M (+11.7%) Shares 27,626 (+2.5%) Est. Cost $32.59 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $1.121M (+22.8%) Shares 19,456 (+29.2%) Est. Cost $50.02 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value $1.424M (+16.6%) Shares 4,140 (+1.3%) Est. Cost $176.58 Unrealized
TCHP T ROWE PRICE EXCHANGE-TRADED 0.2%
Value $1.234M (+17.8%) Shares 24,638 (+3.9%) Est. Cost $37.63 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value $1.94M (+10.3%) Shares 20,118 (+1.5%) Est. Cost $86.62 Unrealized
WFC WELLS FARGO & CO 0.3%
Value $2.538M (+7.4%) Shares 30,711 (+3.5%) Est. Cost $55.68 Unrealized
USB US BANCORP 0.1%
Value $654K (+34.8%) Shares 10,829 (+16.1%) Est. Cost $35.20 Unrealized
MP MP MATERIALS CORP 0.1%
Value $488K (+52.2%) Shares 8,713 (+31.2%) Est. Cost $61.28 Unrealized
PPG PPG INDS INC 0.1%
Value $557K (+41.2%) Shares 4,594 (+24.4%) Est. Cost $97.82 Unrealized
NKE NIKE INC 0.1%
Value $584K (-21.3%) Shares 14,226 (+1.2%) Est. Cost $61.11 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $687K (+29.4%) Shares 8,779 (+43.3%) Est. Cost $69.90 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value $2.059M (+7.9%) Shares 7,905 (+2.4%) Est. Cost $59.14 Unrealized
IJH ISHARES TR 0.1%
Value $757K (+23.6%) Shares 9,813 (+8.2%) Est. Cost $71.54 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $1.421M (+10.8%) Shares 33,564 (+31.4%) Est. Cost $36.32 Unrealized
IJR ISHARES TR 0.1%
Value $415K (+48.9%) Shares 2,795 (+24.8%) Est. Cost $134.73 Unrealized
VTEB VANGUARD MUN BD FDS 0.4%
Value $3.36M (+3.9%) Shares 66,426 (+2.5%) Est. Cost $50.36 Unrealized
HSY HERSHEY CO 0.1%
Value $941K (-11.2%) Shares 5,361 (+5.2%) Est. Cost $176.71 Unrealized
PSX PHILLIPS 66 0.2%
Value $1.681M (+7.3%) Shares 9,945 (+15.7%) Est. Cost $80.63 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $604K (+23.1%) Shares 2,430 (+38.4%) Est. Cost $293.93 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $402K (+38.9%) Shares 4,622 (+7.0%) Est. Cost $65.35 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value $2.236M (+5.1%) Shares 17,668 (+8.8%) Est. Cost $88.37 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value $639K (+19.6%) Shares 7,265 (+400.0%) Est. Cost $112.07 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $549K (+21.6%) Shares 2,734 (+10.6%) Est. Cost $158.86 Unrealized
IUSV ISHARES TR 0.1%
Value $1.107M (+9.2%) Shares 10,053 (+1.4%) Est. Cost $74.96 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $987K (+10.1%) Shares 10,770 (+2.3%) Est. Cost $64.05 Unrealized
DVY ISHARES TR 0.0%
Value $347K (+33.2%) Shares 2,221 (+29.1%) Est. Cost $130.64 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value $413K (+20.2%) Shares 3,118 (+22.7%) Est. Cost $131.75 Unrealized
T AT&T INC 0.2%
Value $1.45M (-4.4%) Shares 70,071 (+33.9%) Est. Cost $16.98 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $2.337M (-2.7%) Shares 20,032 (+22.0%) Est. Cost $109.88 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value $408K (+18.4%) Shares 9,327 (+11.4%) Est. Cost $39.95 Unrealized
IWR ISHARES TR 0.1%
Value $424K (+17.2%) Shares 3,845 (+3.3%) Est. Cost $64.21 Unrealized
PEP PEPSICO INC 0.2%
Value $1.72M (+3.7%) Shares 12,702 (+18.9%) Est. Cost $96.35 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.1%
Value $449K (+14.9%) Shares 11,359 (+3.8%) Est. Cost $30.67 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value $545K (+11.4%) Shares 2,570 (+3.0%) Est. Cost $79.15 Unrealized
BMNR BITMINE IMMERSION TECHS INC 0.0%
Value $266K (-16.8%) Shares 20,000 (+23.6%) Est. Cost $37.40 Unrealized
IWF ISHARES TR 0.0%
Value $374K (+16.5%) Shares 3,012 (+300.0%) Est. Cost $199.27 Unrealized
GLD SPDR GOLD TR 0.5%
Value $4.148M (+1.3%) Shares 11,261 (+18.3%) Est. Cost $289.56 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.0%
Value $298K (+19.7%) Shares 11,376 (+8.3%) Est. Cost $23.89 Unrealized
IEFA ISHARES TR 0.1%
Value $468K (+9.8%) Shares 4,842 (+2.9%) Est. Cost $67.66 Unrealized
SHEL SHELL PLC 0.0%
Value $288K (+12.3%) Shares 3,709 (+34.7%) Est. Cost $74.38 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value $1.805M (+1.3%) Shares 94,401 (+2.3%) Est. Cost $17.55 Unrealized
AZO AUTOZONE INC 0.0%
Value $224K (+10.4%) Shares 70 (+16.7%) Est. Cost $3414.11 Unrealized
O REALTY INCOME CORP 0.1%
Value $736K (+2.8%) Shares 11,886 (+1.5%) Est. Cost $41.54 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.1%
Value $837K (+2.4%) Shares 2,854 (+1.5%) Est. Cost $148.46 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $238K (+8.6%) Shares 3,119 (+3.3%) Est. Cost $60.03 Unrealized
CLX CLOROX CO DEL 0.1%
Value $422K (+4.5%) Shares 4,423 (+13.4%) Est. Cost $98.68 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $259K (+5.8%) Shares 1,450 (+2400.0%) Est. Cost $329.17 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.422M (+0.5%) Shares 2,791 (+19.2%) Est. Cost $395.10 Unrealized
MPLX MPLX LP 0.1%
Value $626K (+0.6%) Shares 11,106 (+1.9%) Est. Cost $56.01 Unrealized

Decreased Positions (38)

AMAT APPLIED MATLS INC 1.1%
Value $9.057M (+105.8%) Shares 12,527 (-2.7%) Est. Cost $39.29 Unrealized
GLW CORNING INC 0.6%
Value $5.266M (+75.3%) Shares 20,618 (-6.7%) Est. Cost $22.19 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $3.519M (+172.6%) Shares 6,057 (-4.5%) Est. Cost $102.70 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $1.587M (+182.2%) Shares 1,375 (-17.4%) Est. Cost $178.41 Unrealized
INTC INTEL CORP 0.2%
Value $1.473M (+194.1%) Shares 10,553 (-7.1%) Est. Cost $29.39 Unrealized
DELL DELL TECHNOLOGIES INC 0.2%
Value $1.554M (+124.2%) Shares 3,602 (-14.7%) Est. Cost $56.22 Unrealized
GOOG ALPHABET INC 0.6%
Value $4.862M (+20.6%) Shares 13,761 (-2.1%) Est. Cost $112.96 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.3%
Value $2.619M (+35.6%) Shares 5,483 (-4.0%) Est. Cost $149.83 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value $2.189M (-18.2%) Shares 29,824 (-17.9%) Est. Cost $73.58 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $741K (+91.8%) Shares 1,710 (-5.4%) Est. Cost $105.52 Unrealized
COWZ PACER FDS TR 1.1%
Value $9.15M (-3.2%) Shares 147,101 (-2.7%) Est. Cost $51.23 Unrealized
TBRG TRUBRIDGE INC 0.1%
Value $652K (+73.5%) Shares 24,861 (-3.1%) Est. Cost $28.32 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.3%
Value $2.092M (+13.5%) Shares 6,177 (-1.1%) Est. Cost $98.86 Unrealized
OKE ONEOK INC NEW 0.1%
Value $790K (-22.8%) Shares 9,086 (-19.7%) Est. Cost $62.43 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value $2.955M (-6.2%) Shares 49,506 (-15.1%) Est. Cost $45.46 Unrealized
CALF PACER FDS TR 0.1%
Value $1.189M (-13.7%) Shares 23,485 (-23.4%) Est. Cost $47.61 Unrealized
CSX CSX CORP 0.2%
Value $1.516M (+14.0%) Shares 31,886 (-1.5%) Est. Cost $28.80 Unrealized
URI UNITED RENTALS INC 0.1%
Value $538K (+40.7%) Shares 475 (-9.5%) Est. Cost $74.22 Unrealized
CRM SALESFORCE INC 0.1%
Value $592K (-19.3%) Shares 3,778 (-3.8%) Est. Cost $222.77 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value $415K (-25.1%) Shares 10,150 (-10.6%) Est. Cost $27.46 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $587K (-17.6%) Shares 6,467 (-6.8%) Est. Cost $57.70 Unrealized
EBAY EBAY INC. 0.1%
Value $781K (+17.7%) Shares 6,990 (-4.1%) Est. Cost $21.53 Unrealized
FDX FEDEX CORP 0.1%
Value $636K (-14.0%) Shares 2,032 (-2.2%) Est. Cost $157.53 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $275K (-24.7%) Shares 2,861 (-1.6%) Est. Cost $132.71 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $454K (+23.5%) Shares 6,185 (-5.2%) Est. Cost $37.04 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $213K (-24.2%) Shares 1,557 (-10.1%) Est. Cost $72.53 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value $584K (+12.5%) Shares 2,135 (-2.8%) Est. Cost $139.63 Unrealized
DIS DISNEY WALT CO 0.2%
Value $1.317M (-4.5%) Shares 13,684 (-4.3%) Est. Cost $93.70 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $824K (-6.4%) Shares 2,617 (-2.3%) Est. Cost $337.93 Unrealized
ORCL ORACLE CORP 0.2%
Value $1.494M (-3.5%) Shares 10,192 (-3.2%) Est. Cost $60.12 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $394K (-11.0%) Shares 2,601 (-7.5%) Est. Cost $120.51 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $293K (-12.4%) Shares 706 (-8.4%) Est. Cost $279.48 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $339K (+8.5%) Shares 914 (-4.3%) Est. Cost $194.07 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $216K (-8.9%) Shares 3,011 (-2.0%) Est. Cost $73.48 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value $272K (+8.3%) Shares 3,297 (-8.8%) Est. Cost $61.56 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $519K (-3.7%) Shares 3,626 (-11.9%) Est. Cost $51.03 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $368K (+4.8%) Shares 376 (-4.1%) Est. Cost $407.15 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $278K (-5.0%) Shares 3,018 (-3.3%) Est. Cost $84.76 Unrealized

Unchanged Positions (111)

VOO VANGUARD INDEX FDS 6.9%
Value $56.02M Shares 81,566 Est. Cost $484.60 Unrealized
CSCO CISCO SYS INC 0.4%
Value $3.327M Shares 28,325 Est. Cost $27.03 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.3%
Value $10.34M Shares 145,138 Est. Cost $50.20 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value $2.308M Shares 51,160 Est. Cost $14.27 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.8%
Value $6.774M Shares 78,083 Est. Cost $64.15 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value $10.03M Shares 30,629 Est. Cost $70.17 Unrealized
QCOM QUALCOMM INC 0.3%
Value $2.357M Shares 12,755 Est. Cost $95.62 Unrealized
TSLA TESLA INC 0.7%
Value $5.32M Shares 12,649 Est. Cost $228.97 Unrealized
WMT WALMART INC 0.7%
Value $5.726M Shares 50,559 Est. Cost $51.06 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value $11.71M Shares 23,403 Est. Cost $258.19 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value $3.567M Shares 10,545 Est. Cost $97.39 Unrealized
DE DEERE & CO 0.4%
Value $2.871M Shares 4,526 Est. Cost $121.56 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $911K Shares 1,788 Est. Cost $347.08 Unrealized
CLS CELESTICA INC 0.1%
Value $1.186M Shares 3,250 Est. Cost $78.23 Unrealized
IUSG ISHARES TR 0.2%
Value $1.506M Shares 8,005 Est. Cost $104.76 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.2%
Value $1.867M Shares 61,822 Est. Cost $11.98 Unrealized
PWR QUANTA SVCS INC 0.1%
Value $1.116M Shares 1,550 Est. Cost $145.44 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $814K Shares 7,867 Est. Cost $62.64 Unrealized
ADBE ADOBE INC 0.2%
Value $1.36M Shares 6,634 Est. Cost $133.69 Unrealized
DGRO ISHARES TR 0.3%
Value $2.827M Shares 37,294 Est. Cost $50.22 Unrealized
CME CME GROUP INC 0.1%
Value $615K Shares 2,783 Est. Cost $96.95 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $1.221M Shares 22,981 Est. Cost $70.30 Unrealized
BNS BANK NOVA SCOTIA B C 0.1%
Value $894K Shares 10,300 Est. Cost $36.01 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $875K Shares 2,204 Est. Cost $107.97 Unrealized
MCD MCDONALDS CORP 0.1%
Value $1.164M Shares 4,305 Est. Cost $130.27 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $625K Shares 6,009 Est. Cost $37.96 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $1.795M Shares 9,920 Est. Cost $83.45 Unrealized
IVW ISHARES TR 0.1%
Value $873K Shares 6,347 Est. Cost $68.82 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $3.744M Shares 5 Est. Cost $731540.25 Unrealized
MCK MCKESSON CORP 0.1%
Value $946K Shares 1,252 Est. Cost $522.10 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value $848K Shares 1,726 Est. Cost $167.29 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $711K Shares 28,979 Est. Cost $29.44 Unrealized
WAT WATERS CORP 0.1%
Value $612K Shares 1,631 Est. Cost $179.92 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $1.101M Shares 8,716 Est. Cost $68.57 Unrealized
ALL ALLSTATE CORP 0.1%
Value $848K Shares 3,565 Est. Cost $53.03 Unrealized
SDY SPDR SERIES TRUST 0.3%
Value $2.457M Shares 16,144 Est. Cost $120.24 Unrealized
BROS DUTCH BROS INC 0.0%
Value $359K Shares 5,000 Est. Cost $56.86 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $1.248M Shares 5,272 Est. Cost $199.40 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $344K Shares 2,105 Est. Cost $84.91 Unrealized
ITA ISHARES TR 0.1%
Value $1.028M Shares 4,242 Est. Cost $188.64 Unrealized
AFL AFLAC INC 0.2%
Value $1.582M Shares 13,494 Est. Cost $35.25 Unrealized
VMC VULCAN MATLS CO 0.2%
Value $1.402M Shares 4,751 Est. Cost $72.85 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $1.493M Shares 17,005 Est. Cost $60.67 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $1.028M Shares 3,269 Est. Cost $94.32 Unrealized
FLR FLUOR CORP 0.1%
Value $801K Shares 15,293 Est. Cost $13.34 Unrealized
IWO ISHARES TR 0.1%
Value $420K Shares 1,067 Est. Cost $212.83 Unrealized
LOW LOWES COS INC 0.1%
Value $1.169M Shares 5,302 Est. Cost $67.00 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value $462K Shares 2,806 Est. Cost $57.66 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.1%
Value $619K Shares 881 Est. Cost $479.05 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value $482K Shares 3,212 Est. Cost $84.24 Unrealized
YUM YUM BRANDS INC 0.3%
Value $2.501M Shares 15,644 Est. Cost $54.34 Unrealized
SYY SYSCO CORP 0.1%
Value $450K Shares 5,380 Est. Cost $41.62 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value $3.171M Shares 86,258 Est. Cost $33.43 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value $584K Shares 2,460 Est. Cost $59.26 Unrealized
IWM ISHARES TR 0.0%
Value $367K Shares 1,222 Est. Cost $165.63 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value $302K Shares 3,848 Est. Cost $52.26 Unrealized
IWP ISHARES TR 0.1%
Value $476K Shares 3,250 Est. Cost $119.26 Unrealized
CB CHUBB LIMITED 0.2%
Value $1.244M Shares 3,650 Est. Cost $143.54 Unrealized
RTX RTX CORPORATION 0.4%
Value $3.17M Shares 16,707 Est. Cost $72.31 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $404K Shares 2,297 Est. Cost $64.93 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $482K Shares 3,301 Est. Cost $56.62 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value $186K Shares 10,940 Est. Cost $9.27 Unrealized
IYE ISHARES TR 0.0%
Value $323K Shares 5,715 Est. Cost $30.06 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value $341K Shares 8,134 Est. Cost $38.74 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $655K Shares 4,148 Est. Cost $98.77 Unrealized
MTB M & T BK CORP 0.0%
Value $328K Shares 1,380 Est. Cost $190.09 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $352K Shares 6,515 Est. Cost $56.49 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value $765K Shares 4,678 Est. Cost $115.04 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $562K Shares 1,631 Est. Cost $205.03 Unrealized
DLN WISDOMTREE TR 0.1%
Value $526K Shares 5,458 Est. Cost $55.34 Unrealized
PAYX PAYCHEX INC 0.1%
Value $594K Shares 6,038 Est. Cost $42.67 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value $498K Shares 2,893 Est. Cost $49.68 Unrealized
HAL HALLIBURTON CO 0.0%
Value $241K Shares 7,105 Est. Cost $26.29 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value $1.336M Shares 3,771 Est. Cost $121.02 Unrealized
GM GENERAL MTRS CO 0.1%
Value $914K Shares 11,861 Est. Cost $37.69 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $239K Shares 2,335 Est. Cost $87.98 Unrealized
IVE ISHARES TR 0.0%
Value $380K Shares 1,675 Est. Cost $165.79 Unrealized
MMM 3M CO 0.0%
Value $282K Shares 1,740 Est. Cost $106.53 Unrealized
HPQ HP INC 0.0%
Value $249K Shares 11,351 Est. Cost $26.96 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $234K Shares 3,662 Est. Cost $82.96 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $312K Shares 1,044 Est. Cost $153.89 Unrealized
ECL ECOLAB INC 0.1%
Value $541K Shares 1,941 Est. Cost $122.04 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value $250K Shares 2,499 Est. Cost $79.48 Unrealized
NVS NOVARTIS AG 0.1%
Value $908K Shares 5,794 Est. Cost $90.44 Unrealized
WMB WILLIAMS COS INC 0.1%
Value $876K Shares 11,781 Est. Cost $30.95 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $717K Shares 3,218 Est. Cost $84.30 Unrealized
IDA IDACORP INC 0.0%
Value $369K Shares 2,441 Est. Cost $130.09 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value $292K Shares 6,000 Est. Cost $20.40 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $909K Shares 1,813 Est. Cost $255.37 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $650K Shares 1,265 Est. Cost $208.85 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $434K Shares 1,603 Est. Cost $158.08 Unrealized
VTEI VANGUARD MUN BD FDS 0.2%
Value $1.391M Shares 13,775 Est. Cost $100.67 Unrealized
SUI SUN CMNTYS INC 0.0%
Value $292K Shares 2,438 Est. Cost $135.49 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value $523K Shares 10,284 Est. Cost $43.83 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $289K Shares 2,110 Est. Cost $108.19 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $260K Shares 1,016 Est. Cost $186.40 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $210K Shares 1,078 Est. Cost $160.55 Unrealized
EIX EDISON INTL 0.1%
Value $511K Shares 6,858 Est. Cost $40.75 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value $1.357M Shares 18,213 Est. Cost $65.63 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $714K Shares 9,893 Est. Cost $51.72 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $294K Shares 2,563 Est. Cost $80.44 Unrealized
PLD PROLOGIS INC. 0.0%
Value $244K Shares 1,799 Est. Cost $108.29 Unrealized
ENB ENBRIDGE INC 0.1%
Value $953K Shares 17,579 Est. Cost $26.27 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value $238K Shares 1,292 Est. Cost $171.04 Unrealized
NUVEEN MUN CR INCOME FD 0.0%
Value $139K Shares 11,000 Est. Cost $12.77 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $225K Shares 2,035 Est. Cost $95.23 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value $431K Shares 9,498 Est. Cost $56.92 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $349K Shares 1,785 Est. Cost $144.75 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $964K Shares 16,658 Est. Cost $51.03 Unrealized
CTVA CORTEVA INC 0.1%
Value $528K Shares 6,233 Est. Cost $54.83 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $594K Shares 6,450 Est. Cost $87.19 Unrealized