EQUITABLE TRUST CO Diversified Active

CIK: 0000033250 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 28, 2025

Total Value ($000): $1,791,765 (100.0% shares, 0.0% debt)

Holdings (469)

VOO Vanguard S&P 500 ETF 7.3%
Value ($000) $130,369 Shares 241,958 Est. Cost $538.81 Unrealized
IAU iShares Gold Trust ETF 6.8%
Value ($000) $122,100 Shares 2,466,167 Est. Cost $35.21 Unrealized
VTV Vanguard Value ETF 3.7%
Value ($000) $65,917 Shares 389,349 Est. Cost $169.30 Unrealized
AAPL Apple Inc 3.1%
Value ($000) $55,348 Shares 221,022 Est. Cost $100.35 Unrealized +133.7%
MSFT Microsoft Corp 3.0%
Value ($000) $54,565 Shares 129,455 Est. Cost $169.99 Unrealized +148.5%
GOOGL Alphabet Inc Cl A 2.7%
Value ($000) $48,557 Shares 256,509 Est. Cost $108.18 Unrealized +61.0%
HCA HCA Healthcare Inc 2.2%
Value ($000) $39,148 Shares 130,428 Est. Cost $144.54 Unrealized +139.6%
XLE SPDR Energy Sector ETF 1.9%
Value ($000) $34,601 Shares 403,939 Est. Cost $85.66 Unrealized
GOOG Alphabet Inc Cl C 1.8%
Value ($000) $31,810 Shares 167,033 Est. Cost $109.11 Unrealized +61.0%
AMZN Amazon.com Inc 1.7%
Value ($000) $30,637 Shares 139,646 Est. Cost $135.66 Unrealized +50.8%
SCHD Schwab US Dividend ETF 1.6%
Value ($000) $28,765 Shares 1,052,897 Est. Cost $27.32 Unrealized
IXUS iShares Core MSCI Total International ETF 1.5%
Value ($000) $27,701 Shares 418,823 Est. Cost $59.72 Unrealized
SHOP Shopify Inc Cl A 1.5%
Value ($000) $26,566 Shares 249,848 Est. Cost $44.30 Unrealized +119.6%
PRM Perimeter Solutions Inc 1.3%
Value ($000) $23,443 Shares 1,834,347 Est. Cost $13.06 Unrealized 0.0%
CCI Crown Castle Inc 1.3%
Value ($000) $22,724 Shares 250,379 Est. Cost $99.34 Unrealized -1.2%
PSA Public Storage 1.2%
Value ($000) $21,722 Shares 72,543 Est. Cost $253.09 Unrealized +24.8%
V Visa Inc Cl A 1.2%
Value ($000) $21,111 Shares 66,799 Est. Cost $133.92 Unrealized +122.8%
RSP Invesco S&P 500 Equal Weight ETF 1.1%
Value ($000) $20,281 Shares 115,737 Est. Cost $143.39 Unrealized
MA Mastercard Inc Cl A 1.1%
Value ($000) $20,025 Shares 38,029 Est. Cost $247.06 Unrealized +108.3%
NVDA NVIDIA Corp 1.1%
Value ($000) $19,965 Shares 148,673 Est. Cost $92.82 Unrealized +48.5%
OTIS Otis Worldwide Corp 1.0%
Value ($000) $18,490 Shares 199,653 Est. Cost $69.61 Unrealized +41.2%
LH Labcorp Holdings Inc 1.0%
Value ($000) $18,383 Shares 80,165 Est. Cost $200.17 Unrealized +13.1%
AXP American Express Co 1.0%
Value ($000) $18,218 Shares 61,382 Est. Cost $98.67 Unrealized +187.4%
SE Sea Ltd SP ADR 1.0%
Value ($000) $17,982 Shares 169,477 Est. Cost $55.79 Unrealized
ADI Analog Devices Inc 1.0%
Value ($000) $17,770 Shares 83,640 Est. Cost $97.00 Unrealized +123.5%
ACWI iShares MSCI ACWI ETF 0.9%
Value ($000) $15,697 Shares 133,594 Est. Cost $117.50 Unrealized
FIS Fidelity National Information Svs Inc 0.9%
Value ($000) $15,599 Shares 193,127 Est. Cost $52.38 Unrealized +60.2%
QQQ Invesco QQQ Trust ETF 0.8%
Value ($000) $14,369 Shares 28,106 Est. Cost $352.17 Unrealized
JPM JPMorgan Chase & Co 0.8%
Value ($000) $14,357 Shares 59,893 Est. Cost $123.10 Unrealized +85.2%
IJR iShares S&P Small-Cap 600 ETF 0.8%
Value ($000) $14,070 Shares 122,116 Est. Cost $115.22 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.8%
Value ($000) $13,901 Shares 223,102 Est. Cost $62.31 Unrealized
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $13,064 Shares 22,290 Est. Cost $586.08 Unrealized
BAC Bank of America Corp 0.7%
Value ($000) $12,596 Shares 286,609 Est. Cost $35.28 Unrealized +21.4%
CRM Salesforce Inc 0.7%
Value ($000) $12,258 Shares 36,664 Est. Cost $214.06 Unrealized +48.0%
HD Home Depot Inc 0.6%
Value ($000) $11,570 Shares 29,744 Est. Cost $223.66 Unrealized +77.6%
SPGI S&P Global Inc 0.6%
Value ($000) $10,503 Shares 21,089 Est. Cost $375.91 Unrealized +33.8%
META Meta Platforms Inc Cl A 0.6%
Value ($000) $10,440 Shares 17,831 Est. Cost $383.97 Unrealized +52.3%
VYMI Vanguard Intl High Dividend Yield ETF 0.5%
Value ($000) $9,495 Shares 139,877 Est. Cost $61.62 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $9,284 Shares 86,308 Est. Cost $64.43 Unrealized +74.4%
AVGO Broadcom Inc 0.5%
Value ($000) $9,012 Shares 38,872 Est. Cost $149.01 Unrealized +22.7%
JNJ Johnson & Johnson 0.5%
Value ($000) $8,146 Shares 56,326 Est. Cost $134.83 Unrealized +10.9%
GS Goldman Sachs Group Inc 0.4%
Value ($000) $7,369 Shares 12,869 Est. Cost $299.82 Unrealized +81.7%
CSGP CoStar Group Inc 0.4%
Value ($000) $7,308 Shares 102,084 Est. Cost $84.09 Unrealized -10.2%
NVO Novo Nordisk A/S ADR 0.4%
Value ($000) $7,108 Shares 82,631 Est. Cost $98.32 Unrealized
TSM Taiwan Semiconductor Mfg Co Ltd ADR 0.4%
Value ($000) $6,974 Shares 35,314 Est. Cost $158.88 Unrealized
AMP Ameriprise Finl Inc 0.4%
Value ($000) $6,941 Shares 13,036 Est. Cost $167.85 Unrealized +213.6%
TDG TransDigm Group Inc 0.4%
Value ($000) $6,890 Shares 5,437 Est. Cost $426.70 Unrealized +188.1%
IGSB iShares Short Term Bond ETF 0.4%
Value ($000) $6,802 Shares 131,570 Est. Cost $53.35 Unrealized
ADP Automatic Data Processing Inc 0.4%
Value ($000) $6,708 Shares 22,917 Est. Cost $205.01 Unrealized +40.4%
PG Procter & Gamble Co 0.4%
Value ($000) $6,692 Shares 39,916 Est. Cost $89.52 Unrealized +85.1%
LLY Eli Lilly & Co 0.4%
Value ($000) $6,606 Shares 8,557 Est. Cost $112.11 Unrealized +632.5%
ABBV AbbVie Inc 0.3%
Value ($000) $6,188 Shares 34,823 Est. Cost $103.28 Unrealized +71.8%
EG Everest Group Ltd 0.3%
Value ($000) $6,161 Shares 16,997 Est. Cost $343.77 Unrealized +7.3%
WMT Walmart Inc 0.3%
Value ($000) $6,101 Shares 67,528 Est. Cost $53.10 Unrealized +61.6%
VTI Vanguard Total Stock Mkt ETF 0.3%
Value ($000) $6,028 Shares 20,801 Est. Cost $289.81 Unrealized
ORCL Oracle Corp 0.3%
Value ($000) $5,943 Shares 35,665 Est. Cost $122.09 Unrealized +44.0%
ETR Entergy Corp 0.3%
Value ($000) $5,939 Shares 78,334 Est. Cost $58.08 Unrealized +20.4%
KO Coca-Cola Co 0.3%
Value ($000) $5,935 Shares 95,329 Est. Cost $37.31 Unrealized +69.1%
UNH Unitedhealth Group Inc 0.3%
Value ($000) $5,863 Shares 11,590 Est. Cost $357.96 Unrealized +54.5%
IVE iShares S&P 500 Value ETF 0.3%
Value ($000) $5,806 Shares 30,417 Est. Cost $190.88 Unrealized
MCD McDonalds Corp 0.3%
Value ($000) $5,770 Shares 19,904 Est. Cost $186.22 Unrealized +55.8%
MRK Merck & Co Inc 0.3%
Value ($000) $5,601 Shares 56,303 Est. Cost $54.10 Unrealized +82.4%
UNP Union Pacific Corp 0.3%
Value ($000) $5,597 Shares 24,542 Est. Cost $123.49 Unrealized +86.4%
DVA Davita Inc 0.3%
Value ($000) $5,549 Shares 37,106 Est. Cost $97.25 Unrealized +61.2%
CAT Caterpillar Inc 0.3%
Value ($000) $5,540 Shares 15,271 Est. Cost $133.37 Unrealized +186.2%
CSX CSX Corp 0.3%
Value ($000) $5,480 Shares 169,809 Est. Cost $27.94 Unrealized +20.5%
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $5,447 Shares 8 Est. Cost $375320.84 Unrealized +84.5%
ONB Old National Bancorp 0.3%
Value ($000) $5,413 Shares 249,403 Est. Cost $16.62 Unrealized +25.2%
EW Edwards Lifesciences Corp 0.3%
Value ($000) $5,407 Shares 73,042 Est. Cost $75.03 Unrealized -6.7%
CVX Chevron Corp 0.3%
Value ($000) $5,221 Shares 36,047 Est. Cost $115.33 Unrealized +26.2%
NOW ServiceNow Inc 0.3%
Value ($000) $5,147 Shares 4,855 Est. Cost $57.07 Unrealized +255.0%
BA Boeing Co 0.3%
Value ($000) $4,991 Shares 28,198 Est. Cost $173.22 Unrealized -9.4%
CG Carlyle Group Inc 0.3%
Value ($000) $4,984 Shares 98,706 Est. Cost $26.08 Unrealized +87.4%
CBRE CBRE Group Inc Cl A 0.3%
Value ($000) $4,925 Shares 37,514 Est. Cost $76.91 Unrealized +70.3%
VMC Vulcan Materials Co 0.3%
Value ($000) $4,855 Shares 18,876 Est. Cost $116.21 Unrealized +129.5%
IVV iShares S&P 500 ETF 0.3%
Value ($000) $4,855 Shares 8,248 Est. Cost $588.68 Unrealized
PEP Pepsico Inc 0.3%
Value ($000) $4,850 Shares 31,898 Est. Cost $109.98 Unrealized +42.3%
ANET Arista Networks Inc 0.3%
Value ($000) $4,687 Shares 42,404 Est. Cost $102.84 Unrealized 0.0%
IWM iShares Russell 2000 ETF 0.3%
Value ($000) $4,604 Shares 20,836 Est. Cost $220.96 Unrealized
SAP SAP SE ADR 0.3%
Value ($000) $4,550 Shares 18,482 Est. Cost $243.94 Unrealized
ICE Intercontinental Exchange Inc 0.3%
Value ($000) $4,550 Shares 30,533 Est. Cost $94.07 Unrealized +66.1%
SWKS Skyworks Solutions Inc 0.2%
Value ($000) $4,337 Shares 48,902 Est. Cost $92.97 Unrealized -6.7%
KKR KKR & Co Inc 0.2%
Value ($000) $4,265 Shares 28,834 Est. Cost $37.42 Unrealized +289.7%
ROK Rockwell Automation Inc 0.2%
Value ($000) $4,258 Shares 14,900 Est. Cost $275.10 Unrealized +0.4%
RACE Ferrari NV 0.2%
Value ($000) $4,245 Shares 9,992 Est. Cost $175.80 Unrealized +156.7%
SPOT Spotify Technology SA 0.2%
Value ($000) $4,172 Shares 9,325 Est. Cost $304.00 Unrealized +40.9%
AMT American Tower Corp 0.2%
Value ($000) $4,108 Shares 22,399 Est. Cost $197.77 Unrealized +0.3%
TSLA Tesla Inc 0.2%
Value ($000) $4,096 Shares 10,142 Est. Cost $230.94 Unrealized +39.3%
ZTS Zoetis Inc Cl A 0.2%
Value ($000) $4,025 Shares 24,705 Est. Cost $81.52 Unrealized +116.3%
TFC Truist Finl Corp 0.2%
Value ($000) $3,968 Shares 91,471 Est. Cost $38.63 Unrealized +9.6%
COST Costco Wholesale Corp 0.2%
Value ($000) $3,882 Shares 4,237 Est. Cost $657.21 Unrealized +40.4%
INGR Ingredion Inc 0.2%
Value ($000) $3,845 Shares 27,955 Est. Cost $108.85 Unrealized +29.3%
ICLR Icon PLC 0.2%
Value ($000) $3,841 Shares 18,314 Est. Cost $219.96 Unrealized +6.2%
GE GE Aerospace 0.2%
Value ($000) $3,813 Shares 22,863 Est. Cost $44.05 Unrealized +302.1%
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $3,813 Shares 9,495 Est. Cost $401.58 Unrealized
CSCO Cisco Systems 0.2%
Value ($000) $3,679 Shares 62,153 Est. Cost $41.79 Unrealized +32.5%
TGT Target Corp 0.2%
Value ($000) $3,674 Shares 27,178 Est. Cost $113.06 Unrealized +20.9%
VUG Vanguard Growth ETF 0.2%
Value ($000) $3,673 Shares 8,950 Est. Cost $410.44 Unrealized
AZN Astrazeneca PLC ADR 0.2%
Value ($000) $3,672 Shares 56,044 Est. Cost $60.03 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $3,635 Shares 13,796 Est. Cost $278.73 Unrealized +1.2%
CP Canadian Pacific Kansas City Ltd 0.2%
Value ($000) $3,543 Shares 48,962 Est. Cost $76.44 Unrealized 0.0%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $3,523 Shares 19,029 Est. Cost $185.13 Unrealized
ASML ASML Holding NV ADR 0.2%
Value ($000) $3,488 Shares 5,033 Est. Cost $283.98 Unrealized
INTU Intuit Inc 0.2%
Value ($000) $3,452 Shares 5,492 Est. Cost $220.16 Unrealized +188.3%
LYV Live Nation Entertainment Inc 0.2%
Value ($000) $3,378 Shares 26,085 Est. Cost $94.54 Unrealized +33.2%
ROP Roper Technologies Inc 0.2%
Value ($000) $3,355 Shares 6,453 Est. Cost $359.81 Unrealized +51.3%
ACGL Arch Capital Group Ltd 0.2%
Value ($000) $3,327 Shares 36,026 Est. Cost $69.61 Unrealized +41.0%
HON Honeywell Intl Inc 0.2%
Value ($000) $3,312 Shares 14,664 Est. Cost $181.18 Unrealized +12.4%
CSL Carlisle Companies Inc 0.2%
Value ($000) $3,177 Shares 8,614 Est. Cost $101.28 Unrealized +323.8%
MDT Medtronic PLC 0.2%
Value ($000) $3,167 Shares 39,645 Est. Cost $80.29 Unrealized +4.4%
NEE NextEra Energy Inc 0.2%
Value ($000) $3,160 Shares 44,077 Est. Cost $66.80 Unrealized +12.3%
LOW Lowe's Companies Inc 0.2%
Value ($000) $3,142 Shares 12,731 Est. Cost $203.38 Unrealized +28.6%
SBUX Starbucks Corp 0.2%
Value ($000) $3,140 Shares 34,406 Est. Cost $61.90 Unrealized +51.8%
SYY Sysco Corp 0.2%
Value ($000) $3,102 Shares 40,572 Est. Cost $69.21 Unrealized +6.8%
AIT Applied Industrial Tech Inc 0.2%
Value ($000) $3,059 Shares 12,774 Est. Cost $77.01 Unrealized +220.6%
BLK Blackrock Inc 0.2%
Value ($000) $3,024 Shares 2,950 Est. Cost $991.05 Unrealized 0.0%
ACN Accenture PLC Cl A 0.2%
Value ($000) $3,005 Shares 8,542 Est. Cost $147.85 Unrealized +139.9%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $2,901 Shares 14,813 Est. Cost $195.83 Unrealized
LIN Linde PLC 0.2%
Value ($000) $2,897 Shares 6,920 Est. Cost $448.71 Unrealized 0.0%
PSX Phillips 66 0.2%
Value ($000) $2,886 Shares 25,329 Est. Cost $106.16 Unrealized +14.9%
ABT Abbott Laboratories 0.2%
Value ($000) $2,883 Shares 25,487 Est. Cost $77.68 Unrealized +45.9%
GPN Global Payments Inc 0.2%
Value ($000) $2,874 Shares 25,647 Est. Cost $107.88 Unrealized 0.0%
DHR Danaher Corp 0.2%
Value ($000) $2,860 Shares 12,459 Est. Cost $130.60 Unrealized +86.8%
ACM AECOM 0.2%
Value ($000) $2,809 Shares 26,296 Est. Cost $67.52 Unrealized +59.7%
TEAM Atlassian Corp Cl A 0.2%
Value ($000) $2,776 Shares 11,406 Est. Cost $161.88 Unrealized +41.5%
DUK Duke Energy Corp 0.2%
Value ($000) $2,728 Shares 25,319 Est. Cost $88.20 Unrealized +23.4%
CPNG Coupang Inc Cl A 0.2%
Value ($000) $2,719 Shares 123,701 Est. Cost $21.68 Unrealized +13.2%
IBN ICICI Bank Ltd SP ADR 0.1%
Value ($000) $2,656 Shares 88,961 Est. Cost $21.91 Unrealized
AON Aon PLC Cl A 0.1%
Value ($000) $2,578 Shares 7,177 Est. Cost $211.87 Unrealized +72.4%
FDX Fedex Corp 0.1%
Value ($000) $2,577 Shares 9,159 Est. Cost $232.02 Unrealized +17.1%
STE Steris PLC 0.1%
Value ($000) $2,569 Shares 12,496 Est. Cost $121.25 Unrealized +79.3%
ESGV Vanguard ESG US Stock ETF 0.1%
Value ($000) $2,531 Shares 24,126 Est. Cost $49.86 Unrealized
QNST Quinstreet Inc 0.1%
Value ($000) $2,528 Shares 109,560 Est. Cost $12.84 Unrealized +64.0%
RTX RTX Corp 0.1%
Value ($000) $2,509 Shares 21,680 Est. Cost $70.82 Unrealized +67.0%
MNDY monday.com Ltd 0.1%
Value ($000) $2,488 Shares 10,566 Est. Cost $211.92 Unrealized +30.7%
QCOM QUALCOMM Inc 0.1%
Value ($000) $2,418 Shares 15,742 Est. Cost $146.49 Unrealized +8.9%
DIA SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $2,402 Shares 5,646 Est. Cost $425.50 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.1%
Value ($000) $2,389 Shares 18,469 Est. Cost $129.34 Unrealized
ADBE Adobe Inc 0.1%
Value ($000) $2,329 Shares 5,237 Est. Cost $353.45 Unrealized +40.1%
MELI MercadoLibre Inc 0.1%
Value ($000) $2,316 Shares 1,362 Est. Cost $1339.06 Unrealized +45.4%
WPM Wheaton Precious Metals Corp 0.1%
Value ($000) $2,311 Shares 41,084 Est. Cost $59.01 Unrealized +4.4%
MTDR Matador Resources Co 0.1%
Value ($000) $2,308 Shares 41,025 Est. Cost $26.35 Unrealized +109.0%
UBS UBS Group AG 0.1%
Value ($000) $2,280 Shares 75,213 Est. Cost $26.38 Unrealized +20.2%
SO Southern Co 0.1%
Value ($000) $2,263 Shares 27,492 Est. Cost $63.73 Unrealized +32.6%
C Citigroup Inc 0.1%
Value ($000) $2,244 Shares 31,880 Est. Cost $47.69 Unrealized +37.1%
NOC Northrop Grumman Corp 0.1%
Value ($000) $2,184 Shares 4,654 Est. Cost $291.51 Unrealized +69.1%
FERG Ferguson PLC New 0.1%
Value ($000) $2,126 Shares 12,250 Est. Cost $197.42 Unrealized -1.5%
WCN Waste Connections Inc 0.1%
Value ($000) $2,043 Shares 11,907 Est. Cost $129.90 Unrealized +39.1%
GDX VanEck Gold Miners ETF 0.1%
Value ($000) $1,961 Shares 57,838 Est. Cost $28.66 Unrealized
CNQ Canadian Natural Resources Ltd 0.1%
Value ($000) $1,949 Shares 63,127 Est. Cost $31.89 Unrealized +1.8%
NU Nu Hldgs Ltd Cl A 0.1%
Value ($000) $1,933 Shares 186,536 Est. Cost $10.21 Unrealized +30.3%
XLK SPDR Technology Sector ETF 0.1%
Value ($000) $1,922 Shares 8,266 Est. Cost $173.70 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,888 Shares 8,322 Est. Cost $228.67 Unrealized -1.5%
SHW Sherwin-Williams Co 0.1%
Value ($000) $1,850 Shares 5,442 Est. Cost $220.03 Unrealized +68.0%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $1,812 Shares 3,483 Est. Cost $426.91 Unrealized +28.3%
MRVL Marvell Technology Inc 0.1%
Value ($000) $1,805 Shares 16,343 Est. Cost $47.52 Unrealized +94.6%
WFC Wells Fargo & Co 0.1%
Value ($000) $1,680 Shares 23,924 Est. Cost $46.83 Unrealized +42.4%
DG Dollar General Corp 0.1%
Value ($000) $1,673 Shares 22,067 Est. Cost $110.62 Unrealized -30.6%
RF Regions Financial Corp 0.1%
Value ($000) $1,645 Shares 69,955 Est. Cost $15.20 Unrealized +54.9%
NFLX Netflix Inc 0.1%
Value ($000) $1,643 Shares 1,843 Est. Cost $44.56 Unrealized +84.7%
MTN Vail Resorts Inc 0.1%
Value ($000) $1,640 Shares 8,747 Est. Cost $178.92 Unrealized 0.0%
AIOT Powerfleet Inc 0.1%
Value ($000) $1,619 Shares 243,072 Est. Cost $3.57 Unrealized +68.0%
CME CME Group Inc Cl A 0.1%
Value ($000) $1,598 Shares 6,880 Est. Cost $169.88 Unrealized +29.3%
GILD Gilead Sciences Inc 0.1%
Value ($000) $1,587 Shares 17,180 Est. Cost $70.38 Unrealized +23.6%
EMR Emerson Electric Co 0.1%
Value ($000) $1,585 Shares 12,786 Est. Cost $83.09 Unrealized +43.2%
ON ON Semiconductor Corp 0.1%
Value ($000) $1,548 Shares 24,545 Est. Cost $68.91 Unrealized 0.0%
PRU Prudential Financial Inc 0.1%
Value ($000) $1,544 Shares 13,025 Est. Cost $81.80 Unrealized +42.7%
IWP iShares Russell Mid-Cap Growth ETF 0.1%
Value ($000) $1,543 Shares 12,174 Est. Cost $126.75 Unrealized
BBSI Barrett Business Svcs Inc 0.1%
Value ($000) $1,535 Shares 35,335 Est. Cost $27.11 Unrealized +47.7%
PM Philip Morris Intl Inc 0.1%
Value ($000) $1,533 Shares 12,734 Est. Cost $70.23 Unrealized +71.7%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $1,524 Shares 2,920 Est. Cost $309.75 Unrealized +68.2%
ELAN Elanco Animal Health Inc 0.1%
Value ($000) $1,524 Shares 125,807 Est. Cost $13.09 Unrealized 0.0%
TSCO Tractor Supply Co 0.1%
Value ($000) $1,513 Shares 28,510 Est. Cost $53.14 Unrealized +4.3%
MCO Moody's Corp 0.1%
Value ($000) $1,474 Shares 3,113 Est. Cost $195.08 Unrealized +142.5%
HROW Harrow Inc 0.1%
Value ($000) $1,461 Shares 43,555 Est. Cost $8.81 Unrealized +402.4%
MDY SPDR S&P Mid-Cap 400 ETF Trust 0.1%
Value ($000) $1,458 Shares 2,560 Est. Cost $569.58 Unrealized
KHC Kraft Heinz Co 0.1%
Value ($000) $1,456 Shares 47,404 Est. Cost $30.05 Unrealized +2.0%
TOWN TowneBank 0.1%
Value ($000) $1,450 Shares 42,586 Est. Cost $30.26 Unrealized +14.9%
AEP American Electric Power CO Inc 0.1%
Value ($000) $1,430 Shares 15,505 Est. Cost $78.23 Unrealized +19.0%
IWB iShares Russell 1000 Index ETF 0.1%
Value ($000) $1,391 Shares 4,317 Est. Cost $210.52 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $1,367 Shares 19,006 Est. Cost $15.40 Unrealized +147.7%
VZ Verizon Communications 0.1%
Value ($000) $1,348 Shares 33,715 Est. Cost $35.30 Unrealized +11.6%
VRSN Verisign Inc 0.1%
Value ($000) $1,345 Shares 6,497 Est. Cost $127.92 Unrealized +46.0%
USB US Bancorp 0.1%
Value ($000) $1,340 Shares 28,013 Est. Cost $37.20 Unrealized +25.4%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $1,335 Shares 15,637 Est. Cost $87.67 Unrealized -4.3%
PFE Pfizer Inc 0.1%
Value ($000) $1,330 Shares 50,125 Est. Cost $27.50 Unrealized -8.7%
Pinnacle Financial Partners Inc 0.1%
Value ($000) $1,303 Shares 11,389 Est. Cost $72.86 Unrealized
GDDY GoDaddy Inc Cl A 0.1%
Value ($000) $1,301 Shares 6,593 Est. Cost $75.99 Unrealized +140.5%
IBM International Business Machines Corp 0.1%
Value ($000) $1,258 Shares 5,723 Est. Cost $101.70 Unrealized +112.7%
AMGN Amgen Inc 0.1%
Value ($000) $1,250 Shares 4,797 Est. Cost $257.53 Unrealized +11.1%
Kellanova 0.1%
Value ($000) $1,246 Shares 15,390 Est. Cost $57.72 Unrealized +35.5%
JLL Jones Lang Lasalle Inc 0.1%
Value ($000) $1,245 Shares 4,918 Est. Cost $161.14 Unrealized +65.4%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $1,238 Shares 16,380 Est. Cost $75.61 Unrealized
EIX Edison Intl 0.1%
Value ($000) $1,231 Shares 15,424 Est. Cost $55.62 Unrealized +41.9%
TH Target Hospitality Corp Cl A 0.1%
Value ($000) $1,203 Shares 124,491 Est. Cost $7.57 Unrealized +10.4%
WM Waste Management Inc 0.1%
Value ($000) $1,200 Shares 5,947 Est. Cost $122.47 Unrealized +72.4%
BRO Brown & Brown Inc 0.1%
Value ($000) $1,193 Shares 11,695 Est. Cost $59.51 Unrealized +78.2%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $1,193 Shares 21,090 Est. Cost $44.06 Unrealized +19.3%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $1,188 Shares 9,066 Est. Cost $114.13 Unrealized +14.0%
HEI HEICO Corp 0.1%
Value ($000) $1,185 Shares 4,986 Est. Cost $95.07 Unrealized +172.5%
COP ConocoPhillips 0.1%
Value ($000) $1,170 Shares 11,794 Est. Cost $94.53 Unrealized +8.2%
DIS Walt Disney Co 0.1%
Value ($000) $1,167 Shares 10,483 Est. Cost $112.69 Unrealized -8.1%
XEL Xcel Energy Inc 0.1%
Value ($000) $1,159 Shares 17,163 Est. Cost $53.31 Unrealized +20.9%
LNTH Lantheus Hldgs Inc 0.1%
Value ($000) $1,153 Shares 12,885 Est. Cost $39.25 Unrealized +148.2%
CRWD CrowdStrike Holdings Inc Cl A 0.1%
Value ($000) $1,130 Shares 3,303 Est. Cost $139.80 Unrealized +137.9%
AFL Aflac Inc 0.1%
Value ($000) $1,108 Shares 10,709 Est. Cost $40.99 Unrealized +159.6%
JEF Jefferies Financial Group Inc 0.1%
Value ($000) $1,104 Shares 14,085 Est. Cost $17.79 Unrealized +289.7%
XLV SPDR Healthcare Sector ETF 0.1%
Value ($000) $1,101 Shares 8,006 Est. Cost $137.57 Unrealized
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $1,098 Shares 3,816 Est. Cost $287.82 Unrealized
ADSK Autodesk Inc 0.1%
Value ($000) $1,091 Shares 3,691 Est. Cost $223.40 Unrealized +32.2%
ED Consolidated Edison Inc 0.1%
Value ($000) $1,069 Shares 11,982 Est. Cost $82.95 Unrealized +14.3%
MCK McKesson Corp 0.1%
Value ($000) $1,069 Shares 1,875 Est. Cost $284.80 Unrealized +95.7%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $1,058 Shares 17,550 Est. Cost $61.71 Unrealized -2.3%
APTV Aptiv PLC 0.1%
Value ($000) $1,054 Shares 17,427 Est. Cost $61.22 Unrealized 0.0%
TRV Travelers Cos Inc 0.1%
Value ($000) $1,050 Shares 4,360 Est. Cost $138.45 Unrealized +76.9%
ENTG Entegris Inc 0.1%
Value ($000) $1,037 Shares 10,468 Est. Cost $85.44 Unrealized +22.7%
EME Emcor Group Inc 0.1%
Value ($000) $1,033 Shares 2,275 Est. Cost $116.02 Unrealized +307.0%
BF/B Brown Forman Inc Cl B 0.1%
Value ($000) $1,028 Shares 27,079 Est. Cost $48.18 Unrealized -11.7%
VCR Vanguard Consumer Discretionary ETF 0.1%
Value ($000) $1,026 Shares 2,732 Est. Cost $375.38 Unrealized
PSTG Pure Storage Inc Cl A 0.1%
Value ($000) $1,023 Shares 16,646 Est. Cost $55.69 Unrealized 0.0%
TXN Texas Instruments Inc 0.1%
Value ($000) $1,015 Shares 5,415 Est. Cost $109.51 Unrealized +76.4%
EBAY eBay Inc 0.1%
Value ($000) $1,012 Shares 16,332 Est. Cost $37.01 Unrealized +68.6%
IT Gartner Inc 0.1%
Value ($000) $1,007 Shares 2,079 Est. Cost $130.45 Unrealized +295.2%
BAH Booz Allen Hamilton Holding Corp Cl A 0.1%
Value ($000) $1,007 Shares 7,825 Est. Cost $121.25 Unrealized +24.2%
SHEL Shell PLC SP ADR 0.1%
Value ($000) $1,001 Shares 15,970 Est. Cost $62.65 Unrealized
SCHW Charles Schwab Corp 0.1%
Value ($000) $999 Shares 13,504 Est. Cost $65.16 Unrealized +13.3%
COF Capital One Financial Corp 0.1%
Value ($000) $998 Shares 5,599 Est. Cost $137.63 Unrealized +24.0%
F Ford Motor Co 0.1%
Value ($000) $994 Shares 100,369 Est. Cost $9.87 Unrealized 0.0%
PLD Prologis Inc 0.1%
Value ($000) $982 Shares 9,290 Est. Cost $113.64 Unrealized -3.0%
GLOB Globant SA 0.1%
Value ($000) $976 Shares 4,550 Est. Cost $219.85 Unrealized -0.8%
PHO Invesco Water Resources ETF 0.1%
Value ($000) $973 Shares 14,789 Est. Cost $45.58 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $957 Shares 299 Est. Cost $1721.00 Unrealized +84.0%
PAYC Paycom Software Inc 0.1%
Value ($000) $952 Shares 4,644 Est. Cost $229.65 Unrealized -12.0%
VRRM Verra Mobility Corp Cl A 0.1%
Value ($000) $949 Shares 39,245 Est. Cost $23.46 Unrealized +5.6%
WH Wyndham Hotels & Resorts Inc 0.1%
Value ($000) $937 Shares 9,295 Est. Cost $71.91 Unrealized +29.1%
WTM White Mountains Insurance Group Ltd 0.1%
Value ($000) $936 Shares 481 Est. Cost $1605.89 Unrealized +17.7%
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $933 Shares 8,588 Est. Cost $108.61 Unrealized
DXCM Dexcom Inc 0.1%
Value ($000) $925 Shares 11,900 Est. Cost $78.86 Unrealized -6.1%
MMM 3M Co 0.1%
Value ($000) $916 Shares 7,096 Est. Cost $108.67 Unrealized +18.1%
SYK Stryker Corp 0.1%
Value ($000) $915 Shares 2,542 Est. Cost $193.65 Unrealized +89.2%
YETI YETI Holdings Inc 0.1%
Value ($000) $904 Shares 23,477 Est. Cost $57.29 Unrealized -30.6%
RVLV Revolve Group Inc Cl A 0.0%
Value ($000) $892 Shares 26,647 Est. Cost $28.35 Unrealized +9.2%
FE Firstenergy Corp 0.0%
Value ($000) $892 Shares 22,411 Est. Cost $34.30 Unrealized +16.5%
ADUS Addus HomeCare Corp 0.0%
Value ($000) $889 Shares 7,096 Est. Cost $103.91 Unrealized +21.6%
SON Sonoco Products Co 0.0%
Value ($000) $879 Shares 17,993 Est. Cost $41.15 Unrealized +19.1%
ASUR Asure Software Inc 0.0%
Value ($000) $868 Shares 92,230 Est. Cost $8.29 Unrealized +11.0%
ESI Element Solutions Inc 0.0%
Value ($000) $867 Shares 34,103 Est. Cost $19.23 Unrealized +38.5%
SOXX iShares Tr Semiconductor ETF 0.0%
Value ($000) $848 Shares 3,936 Est. Cost $327.24 Unrealized
GEV GE Vernova Inc 0.0%
Value ($000) $827 Shares 2,515 Est. Cost $158.10 Unrealized +97.3%
ICUI ICU Medical Inc 0.0%
Value ($000) $822 Shares 5,297 Est. Cost $154.56 Unrealized +9.4%
TJX TJX Companies Inc 0.0%
Value ($000) $818 Shares 6,771 Est. Cost $100.80 Unrealized +16.8%
CAG Conagra Brands Inc 0.0%
Value ($000) $816 Shares 29,391 Est. Cost $29.32 Unrealized -9.8%
LHX L3harris Technologies Inc 0.0%
Value ($000) $808 Shares 3,842 Est. Cost $207.22 Unrealized +13.2%
NSIT Insight Enterprises Inc 0.0%
Value ($000) $797 Shares 5,237 Est. Cost $178.68 Unrealized 0.0%
EXLS Exlservice Holdings Inc 0.0%
Value ($000) $792 Shares 17,844 Est. Cost $30.02 Unrealized +44.1%
GSHD Goosehead Insurance Inc Cl A 0.0%
Value ($000) $787 Shares 7,341 Est. Cost $63.25 Unrealized +72.6%
EOG EOG Resources Inc 0.0%
Value ($000) $779 Shares 6,351 Est. Cost $103.36 Unrealized +19.3%
MEDP Medpace Hldgs Inc 0.0%
Value ($000) $768 Shares 2,313 Est. Cost $282.09 Unrealized +20.2%
POOL Pool Corp 0.0%
Value ($000) $765 Shares 2,243 Est. Cost $341.45 Unrealized +4.8%
ELV Elevance Health Inc 0.0%
Value ($000) $760 Shares 2,061 Est. Cost $495.92 Unrealized -17.5%
BGC BGC Group Inc Cl A 0.0%
Value ($000) $753 Shares 83,105 Est. Cost $7.47 Unrealized +27.7%
IIIV i3 Verticals Inc 0.0%
Value ($000) $746 Shares 32,386 Est. Cost $23.45 Unrealized 0.0%
APG API Group Corp 0.0%
Value ($000) $744 Shares 20,676 Est. Cost $15.16 Unrealized +56.9%
Beacon Roofing Supply Inc Cl A 0.0%
Value ($000) $734 Shares 7,228 Est. Cost $50.04 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $733 Shares 2,966 Est. Cost $133.10 Unrealized +83.4%
FITB Fifth Third Bancorp 0.0%
Value ($000) $725 Shares 17,139 Est. Cost $42.92 Unrealized 0.0%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $712 Shares 5,896 Est. Cost $120.56 Unrealized +19.4%
KLAC KLA Corp 0.0%
Value ($000) $698 Shares 1,108 Est. Cost $572.89 Unrealized +16.8%
MKSI MKS Instruments Inc 0.0%
Value ($000) $694 Shares 6,645 Est. Cost $85.65 Unrealized +24.8%
ENB Enbridge Inc 0.0%
Value ($000) $693 Shares 16,325 Est. Cost $33.28 Unrealized +17.8%
GIS General Mills Inc 0.0%
Value ($000) $688 Shares 10,789 Est. Cost $61.10 Unrealized +4.9%
IDXX Idexx Labs Inc 0.0%
Value ($000) $676 Shares 1,635 Est. Cost $438.63 Unrealized 0.0%
ABNB Airbnb Inc Cl A 0.0%
Value ($000) $673 Shares 5,120 Est. Cost $157.59 Unrealized -14.5%
ENSG Ensign Group Inc 0.0%
Value ($000) $664 Shares 4,998 Est. Cost $96.13 Unrealized +50.8%
TTEK Tetra Tech Inc 0.0%
Value ($000) $650 Shares 16,317 Est. Cost $42.90 Unrealized +4.6%
WRBY Warby Parker Inc Cl A 0.0%
Value ($000) $647 Shares 26,737 Est. Cost $21.00 Unrealized -2.7%
TECH Bio-Techne Corp 0.0%
Value ($000) $646 Shares 8,973 Est. Cost $67.90 Unrealized +7.5%
KMX Carmax Inc 0.0%
Value ($000) $640 Shares 7,825 Est. Cost $68.11 Unrealized +15.3%
LAKE Lakeland Industries Inc 0.0%
Value ($000) $634 Shares 24,830 Est. Cost $20.38 Unrealized +4.6%
KR Kroger Co 0.0%
Value ($000) $632 Shares 10,334 Est. Cost $52.09 Unrealized +10.1%
MORN Morningstar Inc 0.0%
Value ($000) $630 Shares 1,871 Est. Cost $225.76 Unrealized +51.2%
DT Dynatrace Inc 0.0%
Value ($000) $623 Shares 11,454 Est. Cost $37.29 Unrealized +46.3%
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $622 Shares 4,932 Est. Cost $132.10 Unrealized -7.4%
Vivid Seats Inc 0.0%
Value ($000) $618 Shares 133,485 Est. Cost $3.79 Unrealized
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $618 Shares 1,600 Est. Cost $274.87 Unrealized +40.9%
XLB SPDR Materials Sector ETF 0.0%
Value ($000) $606 Shares 7,200 Est. Cost $79.92 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $602 Shares 10,082 Est. Cost $52.18 Unrealized +21.9%
CMCSA Comcast Corp Cl A 0.0%
Value ($000) $593 Shares 15,805 Est. Cost $32.91 Unrealized +21.5%
DORM Dorman Products Inc 0.0%
Value ($000) $592 Shares 4,569 Est. Cost $96.09 Unrealized +33.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $591 Shares 119 Est. Cost $2179.32 Unrealized +118.6%
GRID Clean Edge Smart GRID Infrastructure ETF 0.0%
Value ($000) $589 Shares 4,939 Est. Cost $102.65 Unrealized
MAS Masco Corp 0.0%
Value ($000) $587 Shares 8,089 Est. Cost $47.72 Unrealized +64.3%
GGG Graco Inc 0.0%
Value ($000) $571 Shares 6,780 Est. Cost $64.71 Unrealized +31.7%
LSTR Landstar System Inc 0.0%
Value ($000) $568 Shares 3,305 Est. Cost $157.28 Unrealized
FLRN SPDR Bloomberg Barclays Investment Grade ETF 0.0%
Value ($000) $567 Shares 18,439 Est. Cost $30.73 Unrealized
WSO Watsco Inc Cl A 0.0%
Value ($000) $562 Shares 1,186 Est. Cost $271.64 Unrealized +86.4%
CTVA Corteva Inc 0.0%
Value ($000) $557 Shares 9,787 Est. Cost $52.33 Unrealized +11.6%
BOTZ Global X Robotics & AI ETF 0.0%
Value ($000) $557 Shares 17,439 Est. Cost $26.52 Unrealized
PERI Perion Network Ltd 0.0%
Value ($000) $556 Shares 65,620 Est. Cost $9.49 Unrealized -11.4%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $551 Shares 5,425 Est. Cost $101.53 Unrealized
ELF elf Beauty Inc 0.0%
Value ($000) $551 Shares 4,386 Est. Cost $156.88 Unrealized -23.5%
MUSA Murphy USA Inc 0.0%
Value ($000) $544 Shares 1,085 Est. Cost $432.36 Unrealized +17.4%
WMB Williams Companies Inc 0.0%
Value ($000) $543 Shares 10,028 Est. Cost $29.35 Unrealized +76.3%
BX Blackstone Inc 0.0%
Value ($000) $542 Shares 3,142 Est. Cost $90.11 Unrealized +87.3%
GNRC Generac Hldgs Inc 0.0%
Value ($000) $539 Shares 3,477 Est. Cost $117.58 Unrealized +46.9%
CCC CCC Intelligent Solutions Hldgs Inc 0.0%
Value ($000) $536 Shares 45,691 Est. Cost $11.38 Unrealized +1.7%
III Information Services Group Inc 0.0%
Value ($000) $532 Shares 159,302 Est. Cost $3.29 Unrealized -2.9%
Accolade Inc 0.0%
Value ($000) $530 Shares 155,020 Est. Cost $26.36 Unrealized
HAYW Hayward Holdings Inc 0.0%
Value ($000) $527 Shares 34,435 Est. Cost $12.89 Unrealized +21.5%
IWY iShares Russell Top 200 Growth ETF 0.0%
Value ($000) $522 Shares 2,220 Est. Cost $153.83 Unrealized
GUNR Flexshares Global Upstream Ntrl Resources ETF 0.0%
Value ($000) $521 Shares 14,334 Est. Cost $42.93 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $520 Shares 19,752 Est. Cost $22.12 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $519 Shares 3,928 Est. Cost $132.10 Unrealized
SNEX StoneX Group Inc 0.0%
Value ($000) $519 Shares 5,295 Est. Cost $31.80 Unrealized +98.1%
KNSL Kinsale Capital Group Inc 0.0%
Value ($000) $518 Shares 1,113 Est. Cost $410.04 Unrealized +15.3%
AMN AMN Healthcare Services Inc 0.0%
Value ($000) $515 Shares 21,526 Est. Cost $47.71 Unrealized -33.4%
CLH Clean Harbors Inc 0.0%
Value ($000) $512 Shares 2,225 Est. Cost $209.64 Unrealized +18.5%
HLNE Hamilton Lane Inc Cl A 0.0%
Value ($000) $510 Shares 3,448 Est. Cost $68.90 Unrealized +158.6%
ETN Eaton Corp PLC 0.0%
Value ($000) $510 Shares 1,536 Est. Cost $289.53 Unrealized +19.9%
WWD Woodward Inc 0.0%
Value ($000) $508 Shares 3,050 Est. Cost $71.52 Unrealized +137.3%
DD Dupont De Nemours Inc 0.0%
Value ($000) $506 Shares 6,632 Est. Cost $32.98 Unrealized +2.6%
Azek Co Inc Cl A 0.0%
Value ($000) $500 Shares 10,525 Est. Cost $17.86 Unrealized
FND Floor & Decor Hldg Inc Cl A 0.0%
Value ($000) $498 Shares 4,991 Est. Cost $87.94 Unrealized +22.2%
EHC Encompass Health Corp 0.0%
Value ($000) $492 Shares 5,329 Est. Cost $60.89 Unrealized +59.9%
RLI RLI Corp 0.0%
Value ($000) $486 Shares 2,950 Est. Cost $78.47 Unrealized 0.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $484 Shares 2,658 Est. Cost $173.22 Unrealized +9.1%
MPAA Motorcar Parts of America Inc 0.0%
Value ($000) $473 Shares 62,185 Est. Cost $14.84 Unrealized -54.2%
TROX Tronox Hldg PLC Cl A 0.0%
Value ($000) $471 Shares 46,790 Est. Cost $11.04 Unrealized +10.2%
DLB Dolby Laboratories Cl A 0.0%
Value ($000) $469 Shares 6,009 Est. Cost $72.23 Unrealized +2.7%
ASH Ashland Inc 0.0%
Value ($000) $468 Shares 6,543 Est. Cost $89.07 Unrealized -13.1%
NATL NCR Atleos Corp 0.0%
Value ($000) $467 Shares 13,754 Est. Cost $22.61 Unrealized +34.0%
T AT&T Inc 0.0%
Value ($000) $465 Shares 20,403 Est. Cost $16.61 Unrealized +29.5%
BSY Bentley Systems Inc 0.0%
Value ($000) $463 Shares 9,910 Est. Cost $48.45 Unrealized 0.0%
PTC PTC Inc 0.0%
Value ($000) $457 Shares 2,488 Est. Cost $120.86 Unrealized +56.9%
SMBK SmartFinancial Inc 0.0%
Value ($000) $455 Shares 14,700 Est. Cost $21.64 Unrealized +52.9%
FBTC Fidelity Wise Origin Bitcoin ETF 0.0%
Value ($000) $453 Shares 5,551 Est. Cost $54.17 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $452 Shares 16,065 Est. Cost $29.43 Unrealized +2.2%
SITE SiteOne Landscape Supply Inc 0.0%
Value ($000) $449 Shares 3,409 Est. Cost $154.69 Unrealized -6.7%
LMT Lockheed Martin Corp 0.0%
Value ($000) $449 Shares 923 Est. Cost $345.34 Unrealized +52.7%
CRL Charles River Laboratories Intl Inc 0.0%
Value ($000) $447 Shares 2,423 Est. Cost $214.83 Unrealized -10.3%
SOLV Solventum Corp 0.0%
Value ($000) $445 Shares 6,743 Est. Cost $60.67 Unrealized +15.4%
IPAR Interparfums, Inc. 0.0%
Value ($000) $440 Shares 3,345 Est. Cost $74.64 Unrealized +72.1%
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $439 Shares 4,966 Est. Cost $88.40 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $436 Shares 3,123 Est. Cost $144.04 Unrealized +3.3%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $436 Shares 3,486 Est. Cost $123.62 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $433 Shares 1,706 Est. Cost $253.69 Unrealized
TTD Trade Desk Inc Cl A 0.0%
Value ($000) $432 Shares 3,679 Est. Cost $57.82 Unrealized +114.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $430 Shares 3,635 Est. Cost $67.08 Unrealized +71.2%
XLF SPDR Financial Sector ETF 0.0%
Value ($000) $430 Shares 8,893 Est. Cost $48.33 Unrealized
Synovus Financial Corp 0.0%
Value ($000) $425 Shares 8,295 Est. Cost $33.05 Unrealized
YALL God Bless America ETF 0.0%
Value ($000) $421 Shares 11,090 Est. Cost $31.30 Unrealized
HDV iShares High Dividend ETF 0.0%
Value ($000) $420 Shares 3,738 Est. Cost $112.26 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $418 Shares 10,906 Est. Cost $45.47 Unrealized -10.9%
HSIC Henry Schein Inc 0.0%
Value ($000) $417 Shares 6,030 Est. Cost $71.82 Unrealized 0.0%
CI Cigna Group 0.0%
Value ($000) $416 Shares 1,507 Est. Cost $219.10 Unrealized +42.1%
DOW Dow Inc 0.0%
Value ($000) $416 Shares 10,360 Est. Cost $48.20 Unrealized -10.9%
FHN First Horizon Corp 0.0%
Value ($000) $413 Shares 20,483 Est. Cost $19.78 Unrealized -8.1%
VLTO Veralto Corp 0.0%
Value ($000) $410 Shares 4,023 Est. Cost $74.12 Unrealized +42.9%
BP BP PLC SP ADR 0.0%
Value ($000) $410 Shares 13,857 Est. Cost $40.55 Unrealized
LGND Ligand Pharmaceuticals Inc 0.0%
Value ($000) $405 Shares 3,780 Est. Cost $79.57 Unrealized +42.1%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $405 Shares 8,459 Est. Cost $47.82 Unrealized
BROS Dutch Bros Inc Cl A 0.0%
Value ($000) $401 Shares 7,649 Est. Cost $44.12 Unrealized 0.0%
DLN WisdomTree US LargeCap Dividend ETF 0.0%
Value ($000) $401 Shares 5,149 Est. Cost $77.79 Unrealized
GO Grocery Outlet Hldg Corp 0.0%
Value ($000) $400 Shares 25,652 Est. Cost $29.07 Unrealized -40.2%
XLI SPDR Industrial Sector ETF 0.0%
Value ($000) $398 Shares 3,022 Est. Cost $76.95 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $398 Shares 2,062 Est. Cost $144.69 Unrealized +30.8%
ASLE AerSale Corp 0.0%
Value ($000) $397 Shares 63,085 Est. Cost $14.18 Unrealized -59.6%
JUST GS JUST US Large-Cap Equity ETF 0.0%
Value ($000) $397 Shares 4,774 Est. Cost $49.64 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $388 Shares 5,500 Est. Cost $42.18 Unrealized
HPQ HP Inc 0.0%
Value ($000) $387 Shares 11,875 Est. Cost $28.56 Unrealized +19.8%
ETSY Etsy Inc 0.0%
Value ($000) $386 Shares 7,307 Est. Cost $98.98 Unrealized -46.1%
DJCO Daily Journal Corp 0.0%
Value ($000) $378 Shares 666 Est. Cost $312.69 Unrealized +71.0%
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $377 Shares 44,448 Est. Cost $9.15 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $376 Shares 2,702 Est. Cost $124.46 Unrealized +11.4%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $376 Shares 4,138 Est. Cost $90.93 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $374 Shares 17,534 Est. Cost $20.48 Unrealized +5.8%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $374 Shares 525 Est. Cost $964.05 Unrealized -13.4%
HLI Houlihan Lokey Inc Cl A 0.0%
Value ($000) $374 Shares 2,151 Est. Cost $83.55 Unrealized +107.6%
RGEN Repligen Corp 0.0%
Value ($000) $371 Shares 2,577 Est. Cost $152.12 Unrealized -5.7%
CNM Core & Main Inc Cl A 0.0%
Value ($000) $371 Shares 7,284 Est. Cost $33.84 Unrealized +39.2%
WBD Warner Bros Discovery Inc Cl A 0.0%
Value ($000) $370 Shares 34,982 Est. Cost $8.01 Unrealized +16.0%
NKE Nike Inc Cl B 0.0%
Value ($000) $369 Shares 4,880 Est. Cost $66.49 Unrealized +15.0%
PGNY Progyny Inc 0.0%
Value ($000) $367 Shares 21,280 Est. Cost $34.56 Unrealized -55.1%
MSCI MSCI Inc 0.0%
Value ($000) $365 Shares 608 Est. Cost $495.76 Unrealized +19.4%
RDVY First Tr Rising Dividend Achievers ETF 0.0%
Value ($000) $362 Shares 6,120 Est. Cost $47.56 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $360 Shares 6,879 Est. Cost $34.07 Unrealized +43.3%
GBCI Glacier Bancorp Inc 0.0%
Value ($000) $356 Shares 7,079 Est. Cost $36.25 Unrealized +39.2%
LBRT Liberty Energy Inc Cl A 0.0%
Value ($000) $353 Shares 17,764 Est. Cost $15.71 Unrealized +17.7%
ECL Ecolab Inc 0.0%
Value ($000) $352 Shares 1,502 Est. Cost $170.11 Unrealized +44.3%
FBK FB Financial Corp 0.0%
Value ($000) $348 Shares 6,757 Est. Cost $31.92 Unrealized +59.9%
MZTI Lancaster Colony Corp 0.0%
Value ($000) $348 Shares 2,009 Est. Cost $141.91 Unrealized +29.0%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $344 Shares 10,708 Est. Cost $32.57 Unrealized 0.0%
DELL Dell Technologies Inc Cl C 0.0%
Value ($000) $343 Shares 2,975 Est. Cost $74.59 Unrealized +65.1%
EVTC Evertec Inc 0.0%
Value ($000) $341 Shares 9,889 Est. Cost $35.03 Unrealized -2.5%
DK Delek US Hldgs Inc New 0.0%
Value ($000) $341 Shares 18,425 Est. Cost $16.92 Unrealized 0.0%
CTBI Community Trust Bancorp Inc 0.0%
Value ($000) $339 Shares 6,395 Est. Cost $38.51 Unrealized +36.2%
MKTX Marketaxess Holdings Inc 0.0%
Value ($000) $338 Shares 1,497 Est. Cost $231.88 Unrealized +11.1%
AMAT Applied Materials Inc 0.0%
Value ($000) $337 Shares 2,070 Est. Cost $190.05 Unrealized -5.7%
HNI HNI Corporation 0.0%
Value ($000) $334 Shares 6,638 Est. Cost $31.28 Unrealized +71.5%
DE Deere & Co 0.0%
Value ($000) $332 Shares 783 Est. Cost $348.94 Unrealized +18.6%
PBI Pitney Bowes Inc 0.0%
Value ($000) $328 Shares 45,364 Est. Cost $4.26 Unrealized +74.6%
MS Morgan Stanley 0.0%
Value ($000) $328 Shares 2,607 Est. Cost $84.49 Unrealized +41.4%
CMI Cummins Inc 0.0%
Value ($000) $322 Shares 925 Est. Cost $248.99 Unrealized +37.9%
NTRS Northern Trust Corp 0.0%
Value ($000) $320 Shares 3,124 Est. Cost $74.69 Unrealized +32.6%
WDAY Workday Inc Cl A 0.0%
Value ($000) $312 Shares 1,209 Est. Cost $236.18 Unrealized +8.2%
ALGN Align Technology Inc 0.0%
Value ($000) $311 Shares 1,490 Est. Cost $281.82 Unrealized -20.7%
CB Chubb Ltd 0.0%
Value ($000) $311 Shares 1,124 Est. Cost $218.00 Unrealized +29.1%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $306 Shares 1,978 Est. Cost $96.72 Unrealized +54.7%
RMBS Rambus Inc 0.0%
Value ($000) $305 Shares 5,775 Est. Cost $50.98 Unrealized 0.0%
ARES Ares Management Corp 0.0%
Value ($000) $304 Shares 1,718 Est. Cost $139.75 Unrealized +18.3%
EMN Eastman Chemical Co 0.0%
Value ($000) $304 Shares 3,329 Est. Cost $81.89 Unrealized +18.8%
CYH Community Health Systems Inc 0.0%
Value ($000) $299 Shares 100,000 Est. Cost $6.65 Unrealized -36.8%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $296 Shares 1,169 Est. Cost $247.64 Unrealized +3.9%
LRCX Lam Research Corporation 0.0%
Value ($000) $296 Shares 4,103 Est. Cost $74.98 Unrealized 0.0%
PRDO Perdoceo Ed Corp 0.0%
Value ($000) $295 Shares 11,162 Est. Cost $11.86 Unrealized +102.7%
WSC WillScot Mobile Mini Holdings Corp Cl A 0.0%
Value ($000) $295 Shares 8,816 Est. Cost $36.74 Unrealized 0.0%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $294 Shares 5,551 Est. Cost $53.05 Unrealized
DXC DXC Technology Co 0.0%
Value ($000) $294 Shares 14,692 Est. Cost $26.92 Unrealized -21.7%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $292 Shares 764 Est. Cost $338.45 Unrealized -3.5%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $291 Shares 1,055 Est. Cost $242.08 Unrealized +14.1%
BLD TopBuild Corp 0.0%
Value ($000) $283 Shares 908 Est. Cost $403.36 Unrealized -9.1%
FDL First Trust Morningstar Dividend Leaders ETF 0.0%
Value ($000) $282 Shares 7,005 Est. Cost $35.50 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $275 Shares 2,359 Est. Cost $114.18 Unrealized +5.2%
DOX Amdocs Ltd 0.0%
Value ($000) $275 Shares 3,235 Est. Cost $78.83 Unrealized +8.0%
LEN Lennar Corp Cl A 0.0%
Value ($000) $272 Shares 1,997 Est. Cost $151.42 Unrealized +5.5%
OKE Oneok Inc 0.0%
Value ($000) $271 Shares 2,704 Est. Cost $81.49 Unrealized +18.8%
SMMU Pimco Short Term Municipal Bond Active ETF 0.0%
Value ($000) $271 Shares 5,444 Est. Cost $49.84 Unrealized
MKL Markel Group Inc 0.0%
Value ($000) $271 Shares 157 Est. Cost $1169.84 Unrealized +41.8%
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $269 Shares 1,189 Est. Cost $193.07 Unrealized +13.9%
OPLN KAR Auction Services Inc 0.0%
Value ($000) $265 Shares 13,355 Est. Cost $17.13 Unrealized +7.7%
INDA iShares MSCI India ETF 0.0%
Value ($000) $262 Shares 4,980 Est. Cost $58.53 Unrealized
TREX Trex Co Inc 0.0%
Value ($000) $261 Shares 3,778 Est. Cost $70.47 Unrealized 0.0%
AAON Aaon Inc 0.0%
Value ($000) $259 Shares 2,204 Est. Cost $90.83 Unrealized +34.3%
MET MetLife Inc 0.0%
Value ($000) $257 Shares 3,137 Est. Cost $66.05 Unrealized +22.1%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $254 Shares 1,547 Est. Cost $164.17 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $251 Shares 212 Est. Cost $69.13 Unrealized +16.6%
RNST Renasant Corp 0.0%
Value ($000) $248 Shares 6,934 Est. Cost $35.29 Unrealized 0.0%
CARR Carrier Global Corp 0.0%
Value ($000) $246 Shares 3,600 Est. Cost $57.19 Unrealized +30.1%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $246 Shares 2,569 Est. Cost $96.69 Unrealized +1.4%
PLTR Palantir Technologies Inc Cl A 0.0%
Value ($000) $244 Shares 3,226 Est. Cost $58.25 Unrealized 0.0%
CLX Clorox Co 0.0%
Value ($000) $243 Shares 1,497 Est. Cost $103.26 Unrealized +52.4%
FISV Fiserv Inc 0.0%
Value ($000) $243 Shares 1,183 Est. Cost $204.14 Unrealized 0.0%
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $239 Shares 2,312 Est. Cost $86.67 Unrealized
UCB United Community Banks Inc of Georgia 0.0%
Value ($000) $234 Shares 7,255 Est. Cost $28.70 Unrealized +8.3%
CHKP Check Point Software Technologies Ltd 0.0%
Value ($000) $230 Shares 1,231 Est. Cost $183.12 Unrealized +2.9%
NHI National Health Invs Inc 0.0%
Value ($000) $229 Shares 3,310 Est. Cost $62.83 Unrealized
HSY Hershey Co 0.0%
Value ($000) $226 Shares 1,335 Est. Cost $147.22 Unrealized +17.4%
LCNB LCNB Corp 0.0%
Value ($000) $225 Shares 14,868 Est. Cost $13.72 Unrealized +9.4%
PGR Progressive Corp 0.0%
Value ($000) $221 Shares 924 Est. Cost $215.67 Unrealized +7.6%
HOLX Hologic Inc 0.0%
Value ($000) $219 Shares 3,044 Est. Cost $79.99 Unrealized -2.3%
NDAQ Nasdaq Inc 0.0%
Value ($000) $218 Shares 2,824 Est. Cost $67.05 Unrealized +13.7%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $216 Shares 762 Est. Cost $278.61 Unrealized +3.4%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $215 Shares 1,033 Est. Cost $249.34 Unrealized -10.7%
NVR NVR Inc 0.0%
Value ($000) $213 Shares 26 Est. Cost $9106.63 Unrealized 0.0%
UBER Uber Technologies Inc 0.0%
Value ($000) $212 Shares 3,519 Est. Cost $71.77 Unrealized -0.5%
CL Colgate-Palmolive Co 0.0%
Value ($000) $212 Shares 2,334 Est. Cost $93.07 Unrealized 0.0%
VSGX Vanguard ESG International Stock ETF 0.0%
Value ($000) $211 Shares 3,716 Est. Cost $55.28 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $210 Shares 521 Est. Cost $480.37 Unrealized -3.5%
GBTC Grayscale Bitcoin TR ETF 0.0%
Value ($000) $209 Shares 2,824 Est. Cost $74.02 Unrealized
TT Trane Technologies PLC Cl A 0.0%
Value ($000) $209 Shares 565 Est. Cost $343.07 Unrealized +14.7%
DVN Devon Energy Corp 0.0%
Value ($000) $207 Shares 6,328 Est. Cost $50.39 Unrealized -27.7%
PWR Quanta Services Inc 0.0%
Value ($000) $206 Shares 653 Est. Cost $321.23 Unrealized 0.0%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $204 Shares 1,030 Est. Cost $198.18 Unrealized
CRGY Crescent Energy Co Cl A 0.0%
Value ($000) $195 Shares 13,366 Est. Cost $11.55 Unrealized +11.2%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $191 Shares 20,421 Est. Cost $18.99 Unrealized
FNWB First Northwest Bancorp 0.0%
Value ($000) $162 Shares 15,855 Est. Cost $14.28 Unrealized -27.3%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $137 Shares 12,034 Est. Cost $20.25 Unrealized
GPRE Green Plains Inc 0.0%
Value ($000) $103 Shares 10,904 Est. Cost $19.26 Unrealized -41.5%
NAK Northern Dynasty Minerals Ltd 0.0%
Value ($000) $29 Shares 50,000 Est. Cost $0.28 Unrealized +62.1%