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Original filing (PDF)20251015135856NAL0006498288005
PLUMBERS & PIPEFITTERS LOCAL 625 PENSION FUND
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL 625 PENSION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
475
Accounts w/ balance
475
Plan assets (EOY)
$47.7M
Net assets (EOY)
$47.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
310 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS & PIPEFITTERS LOCAL 625 PENSION FUND.
Plan sponsor
Name
PLUMBERS & PIPEFITTERS LOCAL 625 PENSION FUND
EIN
55-0759747
Address
3601 JAMES STREET · CHARLESTON, WV · 253122225
Phone
(304) 744-3881
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
UNION TRADES FCU
EIN
23-7327917
City
PARKERSBURG, WV
Phone
(304) 485-1421
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
SUTTLE & STALNAKER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRAVELERS CASUALTY & SURETY CO | 06-6033504 | — | — | $28K | — |
| SUTTLE & STALNAKER, PLLC | 55-0538163 | — | — | $24K | — |
| JOHN DASCOLI | 20-5780253 | — | — | $10K | — |
| CLARK CAPITAL MANAGEMENT GROUP, INC | 23-2420504 | — | — | $0 | — |
| CRESTVIEW CAPITAL INVESTMENTS | 82-2925680 | — | — | $0 | — |
| ACG ADVISORS | 81-5358976 | — | — | $0 | — |
| UNITED BANK | 54-1071198 | — | — | $0 | — |
| MEPT INVESTMENTS | 52-6218800 | — | — | $0 | — |
| NEWPORT INVESTMENT ADVISORS | 34-1625359 | — | — | $0 | — |
| TA REALTY | 82-3701425 | — | — | $0 | — |
| US BANK | 31-0841368 | — | — | $0 | — |
Investments
303 direct securities · 5 pooled funds· $46.8M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$31.5M
300 holdings
Mutual Funds
$6.9M
1 holding
Common Collective Trust
$6.6M
4 holdings
103-12 Investment Entity
$1.6M
1 holding
Common Stocks
$91K
1 holding
Corporate Bonds
$58K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s 12,783 VANGUARD 500 INDEX ADMIRAL (CUSIP 922908710) | Mutual Funds | — | $4.5M | $6.9M | 14.5% | |
| BRANDYWINE US FIXED INCOME CIT PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 38-4097320 / PN 001 | Common Collective Trust | — | $3.0M | $3.0M | 6.3% | |
| CEDAR STREET INTERNATIONAL SMALL CA PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 81-4453801 / PN 001 | 103-12 Investment Entity | — | $1.5M | $1.6M | 3.4% | |
| NEW TOWER MULTI-EMPLOYER PROPERTY T PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $1.6M | $1.6M | 3.3% | |
| TA REALTY CORE PROPERTY FUND PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 04-3341880 / PN 001 | Common Collective Trust | — | $1.3M | $1.3M | 2.7% | |
| BOYD WATTERSON GSA FUND, LP | — | — | $1.3M | $1.3M | 2.7% | |
| Money Market Funds 1,199,133 FIRST AMERICAN GOVERNMENT OB FD CLZ (CUSIP 31846V567) | — | — | $1.2M | $1.2M | 2.5% | |
| NAVIGATOR TACTICAL FIXED INCOME CL I (CUSIP 66538B578) | — | — | $1.1M | $1.1M | 2.3% | |
| SPDR PORTFOLIO S&P 500 GROWTH ETF (CUSIP 78464A409) | — | — | $929K | $935K | 2.0% | |
| AFL-CIO BUILDING INVESTMENT TRUST PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $703K | $703K | 1.5% | |
| ISHARES IBOXX $ HIGH YIELD CORP BONF ETF (CUSIP 464288513) | — | — | $652K | $689K | 1.4% | |
| SPDR PORTFOLIO S&P 500 ETF (CUSIP 78464A854) | — | — | $449K | $587K | 1.2% | |
| ISHARES RUSSELL TOP 200 GROWTH ETF (CUSIP 464289438) | — | — | $591K | $571K | 1.2% | |
| VANGUARD SHORT TERM BOND INDEX (CUSIP 921937702) | — | — | $550K | $549K | 1.2% | |
| BOYD WATTERSON LTD DUR EN I2 (CUSIP 66538G171) | — | — | $415K | $424K | 0.9% | |
| INVESCO EXCHANGE S&P MIDCAP MOMENTUM ETF (CUSIP 46137V464) | — | — | $430K | $388K | 0.8% | |
| INVESCO EXCHANGE S&P 500 MOMENTUM ETF (CUSIP 46138E339) | — | — | $343K | $348K | 0.7% | |
| APPLE INC (CUSIP 037833100) | — | — | $203K | $320K | 0.7% | |
| RIVER CANYON TOTAL RETUR (CUSIP 00770G656) | — | — | $312K | $309K | 0.6% | |
| SPDR BLOOMBERG HIGH YIELD BOND ETF (CUSIP 78468R622) | — | — | $294K | $308K | 0.6% | |
| ALPHABET INC A (CUSIP 02079K305) | — | — | $210K | $306K | 0.6% | |
| NVIDIA CORP (CUSIP 67066G-10-4) | — | — | $121K | $304K | 0.6% | |
| MICROSOFT CORPORATION (CUSIP 594918104) | — | — | $182K | $279K | 0.6% | |
| INTREPID INCOME INSTITUT (CUSIP 461195703) | — | — | $250K | $253K | 0.5% | |
| ISHARES CORE S&P SMALL CAP ETF (CUSIP 464287804) | — | — | $237K | $242K | 0.5% | |
| ISHARES CORE MSCI TOTAL INTL STOK ETF (CUSIP 46432F834) | — | — | $221K | $241K | 0.5% | |
| AMERN EXPRESS CO (CUSIP 025816109) | — | — | $133K | $224K | 0.5% | |
| BROADCOM INC (CUSIP 11135F101) | — | — | $50K | $216K | 0.5% | |
| APPLE IN COM (CUSIP 037833100) | — | — | $37K | $213K | 0.4% | |
| CUMMINS INC (CUSIP 231021106) | — | — | $134K | $213K | 0.4% | |
| CISCO SYSTEMS INC (CUSIP 17275R102) | — | — | $145K | $206K | 0.4% | |
| BLACKROCK INC (CUSIP 09247X101) | — | — | $163K | $205K | 0.4% | |
| AMAZON.COM, INC. (CUSIP 023135106) | — | — | $114K | $192K | 0.4% | |
| MICROSOFT CORPORATION (CUSIP 594918104) | — | — | $90K | $191K | 0.4% | |
| US BANCORP (CUSIP 902973304) | — | — | $147K | $189K | 0.4% | |
| JPMORGAN CHASE & CO (CUSIP 46625H100) | — | — | $105K | $189K | 0.4% | |
| BLACKROCK INC (CUSIP 09247X101) | — | — | $137K | $187K | 0.4% | |
| AIR PRODUCTS CHEMICALS INC (CUSIP 009158106) | — | — | $164K | $184K | 0.4% | |
| CORNING INC (CUSIP 219350105) | — | — | $82K | $182K | 0.4% | |
| META PLATFORMS INC A (CUSIP 30303M102) | — | — | $82K | $181K | 0.4% | |
| ABBOTT LABORATORIES (CUSIP 002824100) | — | — | $150K | $180K | 0.4% | |
| PARKER HANNIFIN CORP (CUSIP 701094104) | — | — | $106K | $176K | 0.4% | |
| ASSURANT INC (CUSIP 04621X108) | — | — | $144K | $174K | 0.4% | |
| IRON MOUNTAIN INC (CUSIP 46284V101) | — | — | $45K | $174K | 0.4% | |
| BRAMSHILL MULTI-STRATEGY (CUSIP 94979TAB2) | — | — | $168K | $174K | 0.4% | |
| HOLBROOKE INCOME I (CUSIP 46141Q584 ) | — | — | $172K | $172K | 0.4% | |
| HOLBROOK STRUCTURED INCO (CUSIP 90214Q626) | — | — | $171K | $172K | 0.4% | |
| NATIONALWIDE AMUNDI STRAT (CUSIP G80025433) | — | — | $172K | $171K | 0.4% | |
| MEDALIST PARTNERS MBS TO (CUSIP 00770X758) | — | — | $170K | $169K | 0.4% | |
| DOVER CORP (CUSIP 26003108) | — | — | $92K | $169K | 0.4% | |
| RBC BLUEBAY CORE PLUS BO (CUSIP 74933U761) | — | — | $172K | $168K | 0.4% | |
| MORGAN STANLEY, INC. (CUSIP 617446448) | — | — | $128K | $165K | 0.3% | |
| UNITED PARCEL SERVICE INC CL B (CUSIP 911312106) | — | — | $213K | $164K | 0.3% | |
| WASTE MANAGEMENT, INC. (CUSIP 94106L109) | — | — | $71K | $161K | 0.3% | |
| GENERAL DYNAMICS CORP (CUSIP 369550108) | — | — | $127K | $155K | 0.3% | |
| U S TREASURY (CUSIP 91282CKQ3) | — | — | $162K | $153K | 0.3% | |
| CHEVRON CORP (CUSIP 166764100) | — | — | $95K | $152K | 0.3% | |
| MCDONALDS CORP (CUISP 580135101) | — | — | $109K | $152K | 0.3% | |
| PROCTER & GAMBLE CO (CUSIP 742718109) | — | — | $88K | $151K | 0.3% | |
| JOHNSON & JOHNSON (CUSIP 478160104) | — | — | $160K | $151K | 0.3% | |
| CHUBB LTD (CUSIP H1467J104) | — | — | $118K | $149K | 0.3% | |
| VISA INC CL A (CUSIP 92826C839) | — | — | $106K | $148K | 0.3% | |
| QUEST DIAGNOSTICS INC (CUSIP 74834L100) | — | — | $136K | $147K | 0.3% | |
| EMCOR GROUP INC (CUSIP 29084Q100) | — | — | $34K | $147K | 0.3% | |
| PENTAIR PLC (CUSIP G7S00T104) | — | — | $92K | $147K | 0.3% | |
| TEXAS INSTRUMENTS INC (CUSIP 882508104) | — | — | $136K | $146K | 0.3% | |
| EOG RES INC (CUSIP 26875P101) | — | — | $151K | $146K | 0.3% | |
| U S TREASURY (CUSIP 912810TD0) | — | — | $162K | $145K | 0.3% | |
| PFIZER INC (CUSIP 717081103) | — | — | $204K | $142K | 0.3% | |
| AMGEN INC (CUSIP 031162100) | — | — | $131K | $138K | 0.3% | |
| NETAPP INC (CUSIP 64110D104) | — | — | $147K | $137K | 0.3% | |
| CISCO SYSTEMS INC (CUSIP 17275R102) | — | — | $128K | $135K | 0.3% | |
| UNITEDHEALTH GROUP INC (CUSIP 91324P102) | — | — | $135K | $133K | 0.3% | |
| NEXTERA ENERGY INC (CUSIP 65339F101) | — | — | $130K | $130K | 0.3% | |
| OMNICOM GROUP INC (CUSIP 681919106) | — | — | $132K | $128K | 0.3% | |
| TARGET CORPORATION (CUSIP 87612E106) | — | — | $155K | $127K | 0.3% | |
| FISERV INC (CUSIP 337738108 ) | — | — | $70K | $121K | 0.3% | |
| FIRST TRUST CLOUD COMPUTING INDEX ETF (CUSIP 33734X192) | — | — | $108K | $121K | 0.3% | |
| CURTISS-WRIGHT CORP DE (CUSIP 231561101) | — | — | $63K | $119K | 0.2% | |
| EXXON MOBIL CORPORATION (CUSIP 30231G102) | — | — | $101K | $118K | 0.2% | |
| TAIWAN SEMICON MFG CO (CUSIP 874039100) | — | — | $54K | $113K | 0.2% | |
| DICKS SPORTING GOODS INC (CUSIP 253393102) | — | — | $106K | $109K | 0.2% | |
| VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF (CUSIP 922042718) | — | — | $101K | $109K | 0.2% | |
| GOLDMAN SACHS GROUP INC (CUSIP 38141G104) | — | — | $70K | $108K | 0.2% | |
| PIONEER SECURITIZED INCO (CUSIP 723380105) | — | — | $100K | $102K | 0.2% | |
| DOCUSIGN INC (CUSIP 256163106) | — | — | $70K | $102K | 0.2% | |
| WELLS FARGO & COMPANY (CUSIP 949746101) | — | — | $62K | $100K | 0.2% | |
| LINDE PLC (CUSIP G5494J103) | — | — | $79K | $99K | 0.2% | |
| ARISTA NETWORKS INC (CUSIP 040413106) | — | — | $37K | $99K | 0.2% | |
| UNITED THERAPEUTICS CORPORATION (CUSIP 91307C102) | — | — | $69K | $98K | 0.2% | |
| FIFTH THIRD BANCORP (CUSIP 316773100) | — | — | $82K | $97K | 0.2% | |
| ELI LILLY & CO (CUSIP 532457108) | — | — | $66K | $94K | 0.2% | |
| AFLAC INC (CUSIP 001055102) | — | — | $55K | $94K | 0.2% | |
| BANK OF AMERICA CORP (CUSIP 060505104) | — | — | $77K | $94K | 0.2% | |
| CENCORA INC (CUSIP 03073E105) | — | — | $74K | $93K | 0.2% | |
| RALPH LAUREN CORP CL A (CUSIP 731572103) | — | — | $68K | $93K | 0.2% | |
| and Preferred Stocks 313 ACUITY BRANDS INC (CUSIP 00508Y102) | Common Stocks | — | $62K | $91K | 0.2% | |
| ISHARES U S BROKER-DEALER & SECURITIES EXCHANGES ETF (CUSIP 464288794) | — | — | $84K | $91K | 0.2% | |
| SOUTHERN COMPANY (CUSIP 842587107) | — | — | $81K | $90K | 0.2% | |
| NVENT ELECTRIC PLC (CUSIP G6700G107) | — | — | $70K | $90K | 0.2% | |
| SUMITOMO MITSUI FINL GRP INC SPONSORED ADR (CUSIP 86562M209) | — | — | $69K | $89K | 0.2% | |
| PULTEGROUP INC (CUSIP 745867101) | — | — | $51K | $89K | 0.2% | |
| ENSIGN GROUP INC (CUSIP 29358P101) | — | — | $66K | $88K | 0.2% | |
| OSI SYTEMS INC (CUSIP 671044105) | — | — | $72K | $87K | 0.2% | |
| DECKERS OUTDOOR CORP (CUSIP 243537107) | — | — | $71K | $86K | 0.2% | |
| Exchange Traded Funds 1,319 AMPLIFY ONLINE RETAIL ETF (CUSIP 032108102) | — | — | $82K | $85K | 0.2% | |
| ISHARES CORE S&P 500 ETF (CUSIP 464287200) | — | — | $85K | $85K | 0.2% | |
| TENCENT HOLDINGS LTD UNSPON ADR (CUSIP 88032Q109) | — | — | $73K | $84K | 0.2% | |
| FIRST TRUST DOWN JONES INTERNET INDEX ETF (CUSIP 33733E302) | — | — | $77K | $84K | 0.2% | |
| VANGUARD FINANCIALS ETF (CUSIP 92204A405) | — | — | $78K | $84K | 0.2% | |
| CRH PLC ADR (CUSIP 12626K203) | — | — | $43K | $84K | 0.2% | |
| FIRST AMERICAN GOVERNMENT OB FD CLZ (CUSIP 31846V567) | — | — | $83K | $83K | 0.2% | |
| PROLOGIS, INC. (CUSIP 74340W103) | — | — | $105K | $83K | 0.2% | |
| OWENS CORNING INC NEW (CUSIP 690742101) | — | — | $74K | $82K | 0.2% | |
| WALMART INC (CUSIP 931142103) | — | — | $46K | $82K | 0.2% | |
| PAYPAL HOLDINGS INC (CUSIP US70450YAE32) | — | — | $69K | $82K | 0.2% | |
| PROCTER & GAMBLE CO (CUSIP 742718109) | — | — | $74K | $79K | 0.2% | |
| IBERDROLA SA ADR (CUSIP 450737101) | — | — | $65K | $79K | 0.2% | |
| FORTIVE CORP (CUSIP 34959J108) | — | — | $73K | $77K | 0.2% | |
| FEDERAL RLTY INVT TR NEW (CUSIP 313745101) | — | — | $68K | $76K | 0.2% | |
| VANGUARD CONSUMER DISCRETIONARY ETF (CUSIP 92204A108) | — | — | $76K | $76K | 0.2% | |
| SNAP ON INC (CUSIP 833034101) | — | — | $56K | $75K | 0.2% | |
| GENUINE PARTS CO SR | — | — | $77K | $74K | 0.2% | |
| MCDONALDS CORP MTN (CUSIP 58013MFB5) | — | — | $74K | $74K | 0.2% | |
| MORGAN STANLEY SR (CUSIP US61747YFG52) | — | — | $75K | $74K | 0.2% | |
| COTERRA ENERGY INC (CUSIP 127097103) | — | — | $78K | $74K | 0.2% | |
| ALLSTATE CORP SR (CUSIP 020002BL4) | — | — | $74K | $73K | 0.2% | |
| STRYKER CORP (CUSIP 863667101) | — | — | $47K | $72K | 0.2% | |
| EAST WEST BANCORP (CUSIP 27579R104) | — | — | $64K | $72K | 0.2% | |
| CBOE GLOBAL MARKETS INC (CUSIP 12503M108) | — | — | $51K | $71K | 0.1% | |
| BROADCOM CORP (CUSIP 11135FAS0) | — | — | $68K | $71K | 0.1% | |
| OVINTIV INC SR (CUSIP US69047QAB86) | — | — | $70K | $70K | 0.1% | |
| BRIXMOR PROPERTY GRP INC | — | — | $69K | $70K | 0.1% | |
| WILLIS TOWERS WATSON PUBLIC LTD CO (CUSIP G96629103) | — | — | $62K | $70K | 0.1% | |
| MCKESSON CORPORATION (CUSIP 58155Q103) | — | — | $48K | $68K | 0.1% | |
| DOMINION ENERGY INC SR (CUSIP 25746UDR7) | — | — | $69K | $68K | 0.1% | |
| BAE SYSTEMS PLC ADR (CUSIP 05523R107) | — | — | $50K | $68K | 0.1% | |
| GE AEROSPACE (CUSIP US3696043013) | — | — | $54K | $68K | 0.1% | |
| BANK AMERICA CORP (CUSIP 06051GKY4) | — | — | $65K | $68K | 0.1% | |
| WILLIAMS CO., INC. (CUSIP 969457100) | — | — | $56K | $67K | 0.1% | |
| SEKISUI HOUSE LTD. (CUSIP 816078307) | — | — | $59K | $67K | 0.1% | |
| BANK AMERICA CORP (CUSIP 06051GGW3) | — | — | $65K | $67K | 0.1% | |
| HCA INC SR (CUSIP 404121AJ4) | — | — | $69K | $67K | 0.1% | |
| BANK MONTREAL SR NOTE (CUSIP JYG915000) | — | — | $65K | $67K | 0.1% | |
| ELEMENT SOLUTIONS INC (CUSIP 28618M106) | — | — | $58K | $66K | 0.1% | |
| BLOCK H & R INC (CUSIP 093671105) | — | — | $59K | $66K | 0.1% | |
| ROYAL BANK CANADA MONTREAL (CUSIP G77481104) | — | — | $61K | $66K | 0.1% | |
| NICE LTD SPON ADR (CUSIP 653656108) | — | — | $77K | $65K | 0.1% | |
| FEDL HOME LOAN MTG CORP POOL (CUSIP 3138AP6W2) | — | — | $66K | $65K | 0.1% | |
| SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF (CUSIP 78468R408) | — | — | $63K | $65K | 0.1% | |
| JOHNSON & JOHNSON (CUSIP 478160104) | — | — | $73K | $65K | 0.1% | |
| TAYLOR MORRISON HOME COPR CL A (CUSIP 87724P106) | — | — | $61K | $65K | 0.1% | |
| CITIGROUP INC UNSECD (CUSIP US172967NN71) | — | — | $65K | $65K | 0.1% | |
| ISHARE MBS EFT (CUSIP 464288588) | — | — | $67K | $64K | 0.1% | |
| DEVON ENERGY CORP SR (CUSIP 25179MBG7) | — | — | $66K | $64K | 0.1% | |
| CENTENE CORP DE SR (CUSIP 15135BAV3) | — | — | $65K | $63K | 0.1% | |
| S&P GLOBAL INC (CUSIP 78409V104) | — | — | $45K | $63K | 0.1% | |
| BLACKROCK INC UNSECD (CUSIP 09247XAS0) | — | — | $62K | $63K | 0.1% | |
| CSX CORP (CUSIP 126408103) | — | — | $65K | $62K | 0.1% | |
| JP MORGAN CHASE & CO SR (CUSIP US46647PEB85) | — | — | $62K | $62K | 0.1% | |
| CHEVRON CORP (CUSIP 166764100) | — | — | $68K | $61K | 0.1% | |
| PUBLICIS SA NEW SPON ADR (CUSIP 74463M106) | — | — | $40K | $61K | 0.1% | |
| T-MOBILE USA INC SR SECD (CUSIP 87264ABX2) | — | — | $62K | $61K | 0.1% | |
| CHENIERE ENERGY PRTNERS LP SR () | — | — | $61K | $61K | 0.1% | |
| DEERE JOHN CAP CORP UNSECD (CUSIP DDE5766177) | — | — | $63K | $61K | 0.1% | |
| MOTOROLA SOLUTIONS INC SR | — | — | $62K | $61K | 0.1% | |
| VANGUARD COMMUNICATION SERVICES ETF (CUSIP 92204A884) | — | — | $62K | $61K | 0.1% | |
| GENL MOTORS FINL CO INC (CUSIP 37045XCV6) | — | — | $56K | $59K | 0.1% | |
| NORTHROP GRUMMAN CORP SR (CUSIP 666807BN1) | — | — | $60K | $59K | 0.1% | |
| and Notes 63,000 ABBVIE INC SR NOTE ACCD INV (CUSIP 00287YBX6) | Corporate Bonds | — | $58K | $58K | 0.1% | |
| JANUS HENDERSON GROUP PLC (CUSIP G4474Y214) | — | — | $49K | $58K | 0.1% | |
| ASTRAZENECA FINANCE LLC UNSECD (CUSIP 04636NAN3) | — | — | $60K | $58K | 0.1% | |
| EMERSON ELEC CO NOTE CPN (CUSIP 291011BN3) | — | — | $56K | $58K | 0.1% | |
| PHILIP MORRIS INTERNATIONAL INC (CUSIP 718172109) | — | — | $48K | $58K | 0.1% | |
| UNIVERSAL HEALTH SERVICES CL B (CUSIP 913199202) | — | — | $61K | $58K | 0.1% | |
| LLOYDS BKG GRP PLC (CUSIP 53944YAX1) | — | — | $58K | $58K | 0.1% | |
| BRISTOL MYERS SQUIBB | — | — | $53K | $58K | 0.1% | |
| DANAHER CORP (CUSIP 235851102) | — | — | $56K | $58K | 0.1% | |
| COCA COLA COMPANY (CUSIP 191216100) | — | — | $56K | $57K | 0.1% | |
| BROADRIDGE FINL SLTNS INC (CUSIP 11133TAC7) | — | — | $55K | $57K | 0.1% | |
| BARCLAYS PLC (CUSIP 06738EBY0) | — | — | $55K | $57K | 0.1% | |
| LULULEMON ATHLETICA INC (CUSIP 550021109) | — | — | $52K | $56K | 0.1% | |
| ROCHE HOLDING LIMITED SPONSORED ADR (CUSIP 771195104) | — | — | $65K | $56K | 0.1% | |
| L3HARRIS TECHS INC SR NOTE (CUSIP 502431AL3) | — | — | $55K | $56K | 0.1% | |
| VERIZON COMMNS INC (CUSIP 92343VGJ7 ) | — | — | $56K | $56K | 0.1% | |
| O REILLY AUTO INC (CUSIP 67103HAF4) | — | — | $55K | $55K | 0.1% | |
| BP CAP MKTS AMER INC GTD (CUSIP 10373QAE0) | — | — | $55K | $55K | 0.1% | |
| ISHARES EXPANDED TECH SOFTWARE SECTOR ETF (CUSIP 464287515) | — | — | $56K | $55K | 0.1% | |
| UDR INC UNSECD MEDIUM TERM (CUSIP) | — | — | $56K | $55K | 0.1% | |
| NOVARTIS AG SPON ADR (CUSIP 66987V109) | — | — | $58K | $55K | 0.1% | |
| PACIFIC GAS & ELECTRIC CO 1ST (CUSIP 694308JL2) | — | — | $52K | $55K | 0.1% | |
| JPMORGAN CHASE & CO (CUSIP 46647PBA3) | — | — | $55K | $54K | 0.1% | |
| SOUTHERN CA EDISON CO (CUSIP 842400GW1) | — | — | $55K | $54K | 0.1% | |
| QUALCOMM INC UNSECD (CUSIP 747525BK8) | — | — | $53K | $54K | 0.1% | |
| FOX CORP CL A (CUSIP 35137L105) | — | — | $34K | $54K | 0.1% | |
| SABINE PASS LIQUEFACTION (CUSIP 785592AX4) | — | — | $56K | $54K | 0.1% | |
| HYATT HOTELS CORP (CUSIP 448579AH5) | — | — | $52K | $54K | 0.1% | |
| FLORIDA PWR & LIGHT CO 1ST (CUSIP 341081GL5) | — | — | $56K | $54K | 0.1% | |
| CELESTICA (CUSIP 15101Q207) | — | — | $30K | $54K | 0.1% | |
| BXP INC (CUSIP 101121101) | — | — | $59K | $54K | 0.1% |
Showing top 200 of 308 investments by value.
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