Montecito Bank & Trust

Montecito Bank & Trust as of March 31, 2026

Portfolio Holdings for Montecito Bank & Trust

Montecito Bank & Trust holds 266 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Russell 1000 Growth Etf Equities (IWF) 5.2 $31M 74k 426.40
Nvidia Corp Equities (NVDA) 4.8 $29M 168k 174.40
Ishares Core S&p 500 Etf Equities (IVV) 2.9 $18M 27k 653.21
Vanguard Intermediate-term Bond Fixed Income (BIV) 2.5 $15M 199k 77.18
Microsoft Corp Equities (MSFT) 2.5 $15M 41k 370.17
Ishares Core U.s. Aggregate Bon Fixed Income (AGG) 2.4 $15M 148k 99.27
Vanguard Short-term Treasury Et Fixed Income (VGSH) 2.3 $14M 237k 58.54
Spdr S&p 500 Etf Trust Equities (SPY) 2.1 $13M 20k 650.34
Ishares Core Msci Eafe Etf Equities (IEFA) 2.1 $13M 140k 90.53
Alphabet Inc-cl A Equities (GOOGL) 2.0 $12M 42k 287.56
Ishares Core S&p Mid-cap Etf Equities (IJH) 1.9 $12M 173k 67.53
Ishares Msci Usa Quality Factor Equities (QUAL) 1.8 $11M 57k 191.81
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT) 1.8 $11M 477k 22.91
Ishares Russell 1000 Value Etf Equities (IWD) 1.7 $10M 48k 213.67
Vanguard S&p 500 Etf Equities (VOO) 1.4 $8.3M 14k 597.55
Eli Lilly & Co Equities (LLY) 1.4 $8.3M 9.0k 919.77
Coca-cola Co/the Equities (KO) 1.3 $8.0M 105k 76.05
Costco Wholesale Corp Equities (COST) 1.3 $7.9M 7.9k 996.43
Vanguard Intl Dividend Apprecia Equities (VIGI) 1.3 $7.7M 87k 88.46
Jpmorgan Chase & Co Equities (JPM) 1.2 $7.6M 26k 294.16
Vanguard Short-term Corporate B Fixed Income (VCSH) 1.2 $7.2M 91k 79.27
Ishares Msci Eafe Value Etf Equities (EFV) 1.2 $7.2M 97k 74.35
Abbvie Equities (ABBV) 1.1 $6.8M 31k 217.49
Chevron Corp Equities (CVX) 1.1 $6.4M 31k 206.90
Ishares Treasury Floating Rate Fixed Income (TFLO) 1.0 $6.3M 124k 50.63
Ishares Core S&p Small-cap Etf Equities (IJR) 1.0 $6.0M 49k 124.31
Vanguard Intermediate-term Trea Fixed Income (VGIT) 1.0 $6.0M 101k 59.55
Blackrock Short Duration Bond E Fixed Income (NEAR) 0.9 $5.7M 112k 50.84
Ishares Msci Emerging Markets E Equities (EMXC) 0.9 $5.5M 70k 78.66
Broadcom Equities (AVGO) 0.8 $5.1M 17k 309.51
Invesco Qqq Trust Series 1 Equities (QQQ) 0.8 $5.0M 8.6k 577.18
Ishares U.s. Technology Etf Equities (IYW) 0.8 $5.0M 27k 181.42
Spdr Msci Acwi Ex-us Etf Equities (CWI) 0.8 $4.8M 131k 36.59
Exxon Mobil Corp Equities (XOM) 0.8 $4.6M 27k 169.66
Ishares Msci Usa Min Vol Factor Equities (USMV) 0.7 $4.4M 48k 92.74
Jpmorgan Income Etf Fixed Income (JPIE) 0.7 $4.2M 91k 46.07
Alphabet Inc-cl C Equities (GOOG) 0.7 $4.2M 15k 286.86
Johnson & Johnson Equities (JNJ) 0.7 $4.1M 17k 244.44
Ishares Core S&p Total U.s. Sto Equities (ITOT) 0.7 $4.1M 29k 142.43
Visa Inc-class A Shares Equities (V) 0.7 $4.1M 14k 302.24
Procter & Gamble Co/the Equities (PG) 0.6 $3.8M 26k 144.44
Ishares Core Total Usd Bond Mar Fixed Income (IUSB) 0.6 $3.8M 82k 46.19
Ishares Russell 2000 Growth Etf Equities (IWO) 0.6 $3.7M 12k 313.81
Vanguard Intl High Dividend Yie Equities (VYMI) 0.6 $3.7M 39k 94.24
Taiwan Semiconductor-sp Equities (TSM) 0.5 $3.3M 9.7k 337.95
Vanguard High Dividend Yield Et Equities (VYM) 0.5 $3.1M 21k 148.10
Vanguard Ftse Developed Markets Equities (VEA) 0.5 $3.1M 48k 64.08
Cisco Systems Equities (CSCO) 0.5 $3.0M 38k 77.59
Vanguard Dividend Appreciation Equities (VIG) 0.5 $3.0M 14k 215.06
Ishares S&p 500 Growth Etf Equities (IVW) 0.5 $2.9M 26k 113.11
Trane Technologies Equities (TT) 0.5 $2.8M 6.8k 416.74
Merck & Co Equities (MRK) 0.4 $2.6M 22k 120.29
Walmart Equities (WMT) 0.4 $2.6M 21k 124.28
Ishares Msci Eafe Etf Equities (EFA) 0.4 $2.6M 27k 97.12
Vanguard Ftse Europe Etf Equities (VGK) 0.4 $2.6M 31k 82.43
Intl Business Machines Corp Equities (IBM) 0.4 $2.4M 9.9k 242.39
Caterpillar Equities (CAT) 0.4 $2.4M 3.3k 708.46
Goldman Sachs Group Equities (GS) 0.4 $2.3M 2.7k 846.00
Ishares Tr 0-5 Yr Tips Etf Fixed Income (STIP) 0.4 $2.3M 22k 103.43
Vanguard Ftse Pacific Etf Equities (VPL) 0.4 $2.2M 23k 97.73
Spdr Gold Shares Equities (GLD) 0.4 $2.2M 5.2k 430.29
Ishares Russell 2000 Etf Equities (IWM) 0.3 $2.1M 8.3k 248.00
Meta Platforms Inc-class A Equities (META) 0.3 $2.0M 3.5k 572.13
Ishares 5-10 Year Invest Grade Fixed Income (IGIB) 0.3 $2.0M 38k 53.22
Spdr Bloomberg Convertible Secu Fixed Income (CWB) 0.3 $2.0M 22k 91.52
Vanguard Ftse All-world Ex-us E Equities (VEU) 0.3 $2.0M 27k 75.10
Eaton Corp Equities (ETN) 0.3 $2.0M 5.5k 357.67
Vanguard Value Etf Equities (VTV) 0.3 $1.9M 9.8k 196.20
Mastercard Inc - A Equities (MA) 0.3 $1.9M 3.8k 499.71
Walt Disney Co/the Equities (DIS) 0.3 $1.9M 20k 96.38
Ishares Ibonds Dec 2026 Term Fixed Income (IBDR) 0.3 $1.9M 78k 24.24
Micron Technology Equities (MU) 0.3 $1.9M 5.5k 337.84
Carlisle Cos Equities (CSL) 0.3 $1.9M 5.6k 333.62
Ishares Russell Mid-cap Etf Equities (IWR) 0.3 $1.8M 19k 97.23
Union Pacific Corp Equities (UNP) 0.3 $1.8M 7.5k 242.62
Health Care Select Sector Spdr Equities (XLV) 0.3 $1.8M 12k 146.61
Vanguard Real Estate Etf Equities (VNQ) 0.3 $1.8M 20k 88.70
Ishares Ibonds Dec 2027 Term Fixed Income (IBDS) 0.3 $1.8M 73k 24.24
Mcdonalds Corp Equities (MCD) 0.3 $1.8M 5.7k 310.79
Kla Corp Equities (KLAC) 0.3 $1.7M 1.2k 1472.41
Conocophillips Equities (COP) 0.3 $1.7M 13k 132.00
Ecolab Equities (ECL) 0.3 $1.7M 6.4k 266.02
Ww Grainger Equities (GWW) 0.3 $1.7M 1.6k 1090.81
Tjx Companies Equities (TJX) 0.3 $1.7M 11k 159.70
Verizon Communications Equities (VZ) 0.3 $1.7M 33k 50.20
Ameriprise Financial Equities (AMP) 0.3 $1.7M 3.8k 444.40
Ishares Ibonds Dec 2026 Term Tr Fixed Income (IBTG) 0.3 $1.6M 72k 22.92
Blackrock Equities (BLK) 0.3 $1.6M 1.7k 961.71
Lowes Cos Equities (LOW) 0.3 $1.6M 6.7k 236.28
Wisdomtree Em Ex-state-owned En Equities (XSOE) 0.3 $1.6M 39k 40.10
Pepsico Equities (PEP) 0.3 $1.6M 10k 155.29
Fedex Corp Equities (FDX) 0.3 $1.5M 4.3k 356.18
Ishares Ibonds Dec 2027 Term Tr Fixed Income (IBTH) 0.3 $1.5M 68k 22.43
Mckesson Corp Equities (MCK) 0.2 $1.5M 1.7k 865.33
Deere & Co Equities (DE) 0.2 $1.4M 2.6k 563.30
Illinois Tool Works Equities (ITW) 0.2 $1.4M 5.5k 260.29
Nextera Energy Equities (NEE) 0.2 $1.4M 16k 92.88
Consumer Discretionary Sector S Equities (XLY) 0.2 $1.4M 13k 108.98
Emerson Electric Equities (EMR) 0.2 $1.4M 11k 131.02
Ishares Esg Aware Msci Usa Etf Equities (ESGU) 0.2 $1.4M 10k 141.42
Ishares Ibonds Dec 2028 Term Fixed Income (IBDT) 0.2 $1.4M 55k 25.33
Schwab Equities (SCHW) 0.2 $1.4M 15k 93.98
Thermo Fisher Scientific Equities (TMO) 0.2 $1.4M 2.8k 491.50
Lam Research Corp Equities (LRCX) 0.2 $1.3M 6.3k 213.66
Spdr S&p Midcap 400 Etf Trust Equities (MDY) 0.2 $1.3M 2.2k 616.76
Ishares Ibonds Dec 2028 Term Tr Fixed Income (IBTI) 0.2 $1.3M 59k 22.28
Oracle Corp Equities (ORCL) 0.2 $1.3M 8.9k 147.11
Vanguard Mid-cap Etf Equities (VO) 0.2 $1.3M 4.5k 287.18
Ishares Msci Acwi Etf Equities (ACWI) 0.2 $1.3M 9.3k 138.37
Ishares S&p 500 Value Etf Equities (IVE) 0.2 $1.3M 6.0k 211.15
Cummins Equities (CMI) 0.2 $1.3M 2.3k 538.02
Palo Alto Networks Equities (PANW) 0.2 $1.2M 7.7k 160.32
Ishares Ibonds Dec 2029 Term Tr Fixed Income (IBTJ) 0.2 $1.2M 56k 21.84
Ishares Iboxx $ Invest Grade Fixed Income (LQD) 0.2 $1.2M 11k 108.99
Ishares Russell 1000 Etf Equities (IWB) 0.2 $1.2M 3.4k 356.56
Ishares Ibonds Dec 2031 Term Fixed Income (IBDW) 0.2 $1.2M 58k 20.93
Ishares Core Msci Emerging Mark Equities (IEMG) 0.2 $1.2M 17k 69.75
Ishares U.s. Medical Devices Et Equities (IHI) 0.2 $1.2M 22k 53.35
Ishares Ibonds Dec 2030 Term Fixed Income (IBDV) 0.2 $1.2M 53k 21.89
Philip Morris International Equities (PM) 0.2 $1.1M 6.9k 165.34
Ishares Mbs Etf Fixed Income (MBB) 0.2 $1.1M 12k 94.95
Ishares Preferred And Income Se Fixed Income (PFF) 0.2 $1.1M 36k 30.32
Utilities Select Sector Spdr Fu Equities (XLU) 0.2 $1.1M 24k 45.89
Ishares Ibonds Dec 2029 Term Fixed Income (IBDU) 0.2 $1.1M 47k 23.26
Ishares Ibonds Dec 2032 Term Fixed Income (IBDX) 0.2 $1.1M 43k 25.27
Home Depot Equities (HD) 0.2 $1.1M 3.3k 328.89
Enbridge Equities (ENB) 0.2 $1.1M 20k 54.14
Honeywell International Equities (HON) 0.2 $1.1M 4.7k 226.03
Booking Holdings Equities (BKNG) 0.2 $1.1M 250.00 4210.32
Ishares 3-7 Year Treasury Bond Fixed Income (IEI) 0.2 $1.1M 8.9k 118.60
Southern Co/the Equities (SO) 0.2 $1.0M 11k 96.52
Goldman Activebeta U.s. Large C Equities (GSLC) 0.2 $1.0M 8.4k 125.13
Netflix Equities (NFLX) 0.2 $949k 9.9k 96.15
Vanguard Ftse Emerging Markets Equities (VWO) 0.2 $938k 17k 54.05
Vanguard Global Ex-u.s. Real Es Equities (VNQI) 0.2 $917k 21k 44.45
Parker Hannifin Corp Equities (PH) 0.2 $916k 1.0k 895.25
Gilead Sciences Equities (GILD) 0.2 $912k 6.5k 139.37
Phillips 66 Equities (PSX) 0.1 $910k 5.0k 182.18
Invesco S&p Smallcap Health Car Equities (PSCH) 0.1 $904k 22k 41.15
Ishares Short Treasury Bond Etf Fixed Income (SHV) 0.1 $854k 7.7k 110.39
Pfizer Equities (PFE) 0.1 $852k 30k 28.08
Ishares Select Dividend Etf Equities (DVY) 0.1 $844k 5.6k 151.41
Arista Networks Equities (ANET) 0.1 $837k 6.8k 122.78
Ishares Esg Aware Msci Eafe Etf Equities (ESGD) 0.1 $828k 8.7k 95.62
Ishares Ibonds Dec 2033 Term Fixed Income (IBDY) 0.1 $827k 32k 25.85
Wells Fargo & Co Equities (WFC) 0.1 $815k 10k 79.61
Ishares Global Tech Etf Equities (IXN) 0.1 $807k 8.1k 99.97
Digital Realty Trust Equities (DLR) 0.1 $806k 4.5k 180.21
Sabra Health Care Reit Equities (SBRA) 0.1 $805k 42k 19.23
Ishares S&p Mid-cap 400 Growth Equities (IJK) 0.1 $799k 7.9k 100.62
Ishares 0-5 Year High Yield Cor Fixed Income (SHYG) 0.1 $798k 19k 42.31
Chubb Equities (CB) 0.1 $794k 2.4k 325.93
Ishares S&p Small-cap 600 Growt Equities (IJT) 0.1 $791k 5.5k 144.71
Toyota Motor Corp - Equities (TM) 0.1 $778k 3.8k 206.09
Cf Industries Holdings Equities (CF) 0.1 $751k 5.8k 129.84
Ishares Broad Usd Invest Grade Fixed Income (USIG) 0.1 $749k 15k 51.23
Valero Energy Corp Equities (VLO) 0.1 $748k 3.0k 247.08
Financial Select Sector Spdr Fu Equities (XLF) 0.1 $742k 15k 49.37
Citigroup Equities (C) 0.1 $737k 6.5k 113.41
Qualcomm Equities (QCOM) 0.1 $734k 5.7k 128.78
Colgate-palmolive Equities (CL) 0.1 $732k 8.6k 85.23
Vanguard Total Stock Market Etf Equities (VTI) 0.1 $719k 2.2k 320.81
T-mobile Us Equities (TMUS) 0.1 $710k 3.4k 210.03
Bristol-myers Squibb Equities (BMY) 0.1 $706k 12k 60.65
Ishares Ibonds Dec 2030 Term Tr Fixed Income (IBTK) 0.1 $692k 35k 19.72
Waste Management Equities (WM) 0.1 $692k 3.0k 229.79
Ishares Msci Kld 400 Social Etf Equities (DSI) 0.1 $678k 5.6k 121.19
Public Service Enterprise Gp Equities (PEG) 0.1 $668k 8.3k 80.95
Eog Resources Equities (EOG) 0.1 $667k 4.6k 144.57
Ishares National Muni Bond Etf Fixed Income (MUB) 0.1 $664k 6.3k 106.15
Ishares Ibonds Dec 2034 Term Fixed Income (IBDZ) 0.1 $653k 25k 26.06
Public Storage Equities (PSA) 0.1 $637k 2.4k 270.88
Salesforce Equities (CRM) 0.1 $629k 3.4k 186.68
Ishares Global Infrastructure E Equities (IGF) 0.1 $621k 9.3k 67.00
Danaher Corp Equities (DHR) 0.1 $612k 3.2k 189.60
Ishares Aaa - A Rated Corporate Fixed Income (QLTA) 0.1 $608k 13k 47.59
Ishares Ibonds Dec 2031 Term Tr Fixed Income (IBTL) 0.1 $604k 30k 20.40
Seagate Technology Holdings Equities (STX) 0.1 $603k 1.5k 391.76
Ishares Msci Eafe Growth Etf Equities (EFG) 0.1 $603k 5.4k 111.37
Altria Group Equities (MO) 0.1 $602k 9.1k 65.99
Wisdomtree U.s. Quality Dividen Equities (DGRW) 0.1 $595k 6.8k 87.84
Ishares S&p Mid-cap 400 Value E Equities (IJJ) 0.1 $595k 4.5k 132.50
Oreilly Automotive Equities (ORLY) 0.1 $586k 6.3k 92.31
Blackstone Equities (BX) 0.1 $582k 5.1k 114.99
Vanguard Extended Market Etf Equities (VXF) 0.1 $577k 2.8k 205.80
Stryker Corp Equities (SYK) 0.1 $568k 1.7k 328.60
Wisdomtree Em High Dividend Etf Equities (DEM) 0.1 $567k 11k 49.69
3M Equities (MMM) 0.1 $566k 3.9k 145.23
Johnson Controls Internation Equities (JCI) 0.1 $549k 4.2k 130.95
Global X S&p 500 Catholic Value Equities (CATH) 0.1 $529k 6.8k 78.15
Masco Corp Equities (MAS) 0.1 $526k 8.7k 60.37
Accenture Plc-cl A Equities (ACN) 0.1 $525k 2.6k 198.29
Vaneck Semiconductor Etf Equities (SMH) 0.1 $519k 1.4k 383.40
Ishares 1-3 Year Treasury Bond Fixed Income (SHY) 0.1 $514k 6.2k 82.57
Capital One Financial Corp Equities (COF) 0.1 $508k 2.8k 182.43
Spdr S&p Bank Etf Equities (KBE) 0.1 $506k 8.5k 59.55
General Dynamics Corp Equities (GD) 0.1 $499k 1.5k 343.22
Spdr S&p Biotech Etf Equities (XBI) 0.1 $498k 3.9k 127.73
Mondelez International Inc-a Equities (MDLZ) 0.1 $482k 8.4k 57.64
Dr Horton Equities (DHI) 0.1 $478k 3.5k 137.22
Vanguard Small-cap Etf Equities (VB) 0.1 $468k 1.8k 261.92
Lockheed Martin Corp Equities (LMT) 0.1 $465k 770.00 604.39
Materials Select Sector Spdr Fu Equities (XLB) 0.1 $465k 9.3k 49.97
Ishares Msci Usa Value Factor E Equities (VLUE) 0.1 $465k 3.3k 142.19
Ishares 7-10 Year Treasury Bond Fixed Income (IEF) 0.1 $461k 4.8k 95.44
Vanguard Short-term Bond Etf Fixed Income (BSV) 0.1 $460k 5.9k 78.41
Wisdomtree Us Smallcap Dividend Equities (DES) 0.1 $460k 13k 35.94
Texas Instruments Equities (TXN) 0.1 $458k 2.4k 194.14
Csx Corp Equities (CSX) 0.1 $448k 11k 41.05
Ishares Msci Eafe Small-cap Etf Equities (SCZ) 0.1 $440k 5.6k 78.41
Quest Diagnostics Equities (DGX) 0.1 $422k 2.2k 195.98
Vertex Pharmaceuticals Equities (VRTX) 0.1 $415k 930.00 446.54
Exelon Corp Equities (EXC) 0.1 $415k 8.5k 49.02
Carrier Global Corp Equities (CARR) 0.1 $412k 7.3k 56.31
Energy Select Sector Spdr Fund Equities (XLE) 0.1 $401k 6.6k 61.26
Vanguard Growth Etf Equities (VUG) 0.1 $394k 903.00 436.79
Analog Devices Equities (ADI) 0.1 $390k 1.2k 318.14
Ishares J.p. Morgan Usd Em Bond Fixed Income (EMB) 0.1 $387k 4.1k 93.93
Dte Energy Company Equities (DTE) 0.1 $385k 2.6k 146.22
Ishares S&p Small-cap 600 Value Equities (IJS) 0.1 $382k 3.2k 118.45
Invesco S&p 500 Equal Weight Et Equities (RSP) 0.1 $375k 2.0k 191.92
Ishares Esg Aware Msci Em Etf Equities (ESGE) 0.1 $370k 8.1k 45.47
Ishares California Muni Bond Et Fixed Income (CMF) 0.1 $367k 6.5k 56.86
Nike Inc -cl B Equities (NKE) 0.1 $367k 6.9k 52.82
Kimco Rlty Corp Equities (KIM) 0.1 $364k 16k 22.47
Marvell Technology Equities (MRVL) 0.1 $359k 3.6k 99.05
Jpmorgan Nasdaq Equity Premium Equities (JEPQ) 0.1 $358k 6.5k 55.52
Motorola Solutions Equities (MSI) 0.1 $357k 822.00 433.97
Simon Property Group Equities (SPG) 0.1 $339k 1.8k 186.53
Jpmorgan Ultra-short Income Etf Fixed Income (JPST) 0.1 $324k 6.4k 50.61
Ishares Gold Trust Equities (IAU) 0.1 $320k 3.6k 88.16
Corning Equities (GLW) 0.1 $320k 2.4k 136.00
Ishares 10-20 Year Treasury Bon Fixed Income (TLH) 0.1 $319k 3.2k 100.72
Starbucks Corp Equities (SBUX) 0.1 $315k 3.5k 89.59
Ishares Esg Screened S&p 500 Et Equities (XVV) 0.1 $313k 6.4k 49.22
Servicenow Equities (NOW) 0.1 $310k 3.0k 104.55
Metlife Equities (MET) 0.1 $307k 4.3k 70.72
Medtronic Equities (MDT) 0.1 $307k 3.5k 86.65
Amplify Cybersecurity Etf Equities (HACK) 0.0 $292k 3.9k 75.09
Rockwell Automation Equities (ROK) 0.0 $288k 802.00 358.90
The Cigna Group Equities (CI) 0.0 $277k 1.0k 266.75
Consumer Staples Select Sector Equities (XLP) 0.0 $274k 3.3k 81.98
Shell Plc- Equities (SHEL) 0.0 $266k 2.9k 93.00
Ishares Russell Mid-cap Value E Equities (IWS) 0.0 $264k 1.8k 145.74
Communication Services Sector S Equities (XLC) 0.0 $257k 2.3k 110.86
American Tower Corp Equities (AMT) 0.0 $254k 1.5k 172.58
Ishares Global Energy Etf Equities (IXC) 0.0 $249k 4.3k 57.61
Ishares U.s. Aerospace & Defens Equities (ITA) 0.0 $249k 1.1k 218.75
Toll Brothers Equities (TOL) 0.0 $247k 1.8k 136.47
Regeneron Pharmaceuticals Equities (REGN) 0.0 $245k 317.00 772.64
Roper Technologies Equities (ROP) 0.0 $245k 692.00 353.86
Ishares U.s. Energy Etf Equities (IYE) 0.0 $241k 3.7k 64.77
Shopify Inc - Class A Equities (SHOP) 0.0 $237k 2.0k 118.62
Vanguard Total Bond Market Etf Fixed Income (BND) 0.0 $228k 3.1k 73.64
Kroger Equities (KR) 0.0 $223k 3.1k 72.36
Consolidated Edison Equities (ED) 0.0 $223k 2.0k 113.18
Ishares Agency Bond Etf Fixed Income (AGZ) 0.0 $217k 2.0k 109.70
Restaurant Brands International Equities (QSR) 0.0 $210k 2.8k 73.90
Hilton Worlwide Hldgs Equities (HLT) 0.0 $207k 680.00 304.08
S&p Global Equities (SPGI) 0.0 $207k 486.00 425.34
Cboe Global Markets Equities (CBOE) 0.0 $207k 735.00 281.07
Ishares Global Clean Energy Etf Equities (ICLN) 0.0 $204k 11k 18.29
Otis Worldwide Corp Equities (OTIS) 0.0 $204k 2.6k 77.08
Ishares Msci Pacific Ex Japan E Equities (EPP) 0.0 $202k 3.8k 53.14
HP Equities (HPQ) 0.0 $196k 10k 19.21
Alta Properties Equities 0.0 $182k 25k 7.40