EQUITABLE TRUST CO Diversified Active

CIK: 0000033250 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $2,007,162 (100.0% shares, 0.0% debt)

Holdings (432)

VOO Vanguard S&P 500 ETF 9.0%
Value ($000) $180,155 Shares 317,157 Est. Cost $545.07 Unrealized
IAU iShares Gold Trust ETF 5.9%
Value ($000) $117,458 Shares 1,883,544 Est. Cost $35.21 Unrealized
MSFT Microsoft Corp 3.3%
Value ($000) $65,697 Shares 132,078 Est. Cost $175.04 Unrealized +147.0%
HCA HCA Healthcare Inc 3.2%
Value ($000) $64,758 Shares 169,038 Est. Cost $190.60 Unrealized +88.1%
VTV Vanguard Value ETF 2.9%
Value ($000) $59,027 Shares 333,977 Est. Cost $169.30 Unrealized
GOOGL Alphabet Inc Cl A 2.3%
Value ($000) $45,318 Shares 257,154 Est. Cost $111.28 Unrealized +46.7%
IXUS iShares Core MSCI Total International ETF 2.1%
Value ($000) $42,665 Shares 551,873 Est. Cost $64.03 Unrealized
AAPL Apple Inc 1.9%
Value ($000) $38,472 Shares 187,514 Est. Cost $100.35 Unrealized +100.7%
SHOP Shopify Inc Cl A 1.9%
Value ($000) $37,598 Shares 325,949 Est. Cost $57.86 Unrealized +72.9%
AMZN Amazon.com Inc 1.7%
Value ($000) $33,261 Shares 151,608 Est. Cost $141.94 Unrealized +39.4%
PRM Perimeter Solutions Inc 1.6%
Value ($000) $31,367 Shares 2,253,341 Est. Cost $12.73 Unrealized -9.3%
GOOG Alphabet Inc Cl C 1.5%
Value ($000) $29,561 Shares 166,646 Est. Cost $111.66 Unrealized +47.6%
XLE SPDR Energy Sector ETF 1.4%
Value ($000) $28,298 Shares 333,668 Est. Cost $85.66 Unrealized
SPY SPDR S&P 500 ETF 1.4%
Value ($000) $27,580 Shares 44,638 Est. Cost $602.65 Unrealized
V Visa Inc Cl A 1.3%
Value ($000) $26,540 Shares 74,750 Est. Cost $155.86 Unrealized +122.6%
DG Dollar General Corp 1.2%
Value ($000) $24,958 Shares 218,204 Est. Cost $77.74 Unrealized +26.2%
CCI Crown Castle Inc 1.2%
Value ($000) $24,469 Shares 238,188 Est. Cost $99.34 Unrealized -1.3%
SCHD Schwab US Dividend ETF 1.2%
Value ($000) $23,960 Shares 904,156 Est. Cost $27.32 Unrealized
SE Sea Ltd SP ADR 1.1%
Value ($000) $23,056 Shares 144,157 Est. Cost $55.79 Unrealized
ACWI iShares MSCI ACWI ETF 1.1%
Value ($000) $22,787 Shares 177,192 Est. Cost $120.37 Unrealized
ORCL Oracle Corp 1.1%
Value ($000) $22,223 Shares 101,648 Est. Cost $147.42 Unrealized +9.1%
ADI Analog Devices Inc 1.1%
Value ($000) $21,623 Shares 90,845 Est. Cost $106.25 Unrealized +93.9%
RSP Invesco S&P 500 Equal Weight ETF 1.1%
Value ($000) $21,287 Shares 117,131 Est. Cost $144.23 Unrealized
MA Mastercard Inc Cl A 1.1%
Value ($000) $21,096 Shares 37,541 Est. Cost $247.06 Unrealized +123.2%
LH Labcorp Holdings Inc 1.0%
Value ($000) $20,325 Shares 77,427 Est. Cost $201.59 Unrealized +19.9%
NVDA NVIDIA Corp 1.0%
Value ($000) $19,215 Shares 121,621 Est. Cost $92.82 Unrealized +35.6%
META Meta Platforms Inc Cl A 0.9%
Value ($000) $18,192 Shares 24,648 Est. Cost $454.48 Unrealized +35.7%
AXP American Express Co 0.9%
Value ($000) $17,916 Shares 56,165 Est. Cost $98.67 Unrealized +183.1%
FIS Fidelity National Information Svs Inc 0.8%
Value ($000) $16,931 Shares 207,975 Est. Cost $53.71 Unrealized +42.6%
JPM JPMorgan Chase & Co 0.8%
Value ($000) $16,875 Shares 58,209 Est. Cost $123.10 Unrealized +105.3%
OTIS Otis Worldwide Corp 0.8%
Value ($000) $16,352 Shares 165,134 Est. Cost $69.61 Unrealized +37.1%
AVGO Broadcom Inc 0.8%
Value ($000) $16,248 Shares 58,944 Est. Cost $170.71 Unrealized +26.5%
EG Everest Group Ltd 0.8%
Value ($000) $15,599 Shares 45,899 Est. Cost $347.75 Unrealized -1.2%
IJH iShares Core S&P Mid-Cap ETF 0.8%
Value ($000) $15,419 Shares 248,613 Est. Cost $62.18 Unrealized
QQQ Invesco QQQ Trust ETF 0.7%
Value ($000) $14,953 Shares 27,106 Est. Cost $352.17 Unrealized
UNH Unitedhealth Group Inc 0.7%
Value ($000) $14,606 Shares 46,819 Est. Cost $376.75 Unrealized -0.5%
BAC Bank of America Corp 0.7%
Value ($000) $14,297 Shares 302,138 Est. Cost $35.77 Unrealized +15.9%
CRM Salesforce Inc 0.7%
Value ($000) $14,115 Shares 51,761 Est. Cost $229.63 Unrealized +15.9%
PSA Public Storage 0.6%
Value ($000) $12,730 Shares 43,384 Est. Cost $253.09 Unrealized +13.6%
ASML ASML Holding NV ADR 0.6%
Value ($000) $12,438 Shares 15,520 Est. Cost $586.70 Unrealized
SPGI S&P Global Inc 0.6%
Value ($000) $12,106 Shares 22,959 Est. Cost $385.12 Unrealized +29.0%
HD Home Depot Inc 0.5%
Value ($000) $10,631 Shares 28,996 Est. Cost $223.66 Unrealized +59.1%
VYMI Vanguard Intl High Dividend Yield ETF 0.5%
Value ($000) $10,515 Shares 131,262 Est. Cost $61.62 Unrealized
TDG TransDigm Group Inc 0.5%
Value ($000) $9,688 Shares 6,371 Est. Cost $552.10 Unrealized +138.0%
KO Coca-Cola Co 0.5%
Value ($000) $9,602 Shares 135,718 Est. Cost $47.03 Unrealized +48.4%
IJR iShares S&P Small-Cap 600 ETF 0.5%
Value ($000) $9,416 Shares 86,157 Est. Cost $114.70 Unrealized
GS Goldman Sachs Group Inc 0.5%
Value ($000) $9,377 Shares 13,249 Est. Cost $307.41 Unrealized +86.0%
CSGP CoStar Group Inc 0.4%
Value ($000) $8,995 Shares 111,880 Est. Cost $83.34 Unrealized -6.5%
XOM Exxon Mobil Corp 0.4%
Value ($000) $8,929 Shares 82,829 Est. Cost $64.43 Unrealized +62.2%
MELI MercadoLibre Inc 0.4%
Value ($000) $8,217 Shares 3,144 Est. Cost $1898.86 Unrealized +23.0%
TSM Taiwan Semiconductor Mfg Co Ltd ADR 0.4%
Value ($000) $8,059 Shares 35,584 Est. Cost $159.74 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $8,044 Shares 52,660 Est. Cost $134.83 Unrealized +11.9%
IGSB iShares Short Term Bond ETF 0.4%
Value ($000) $7,914 Shares 149,997 Est. Cost $53.27 Unrealized
PM Philip Morris Intl Inc 0.4%
Value ($000) $7,712 Shares 42,343 Est. Cost $137.98 Unrealized +21.3%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $6,804 Shares 22,062 Est. Cost $205.01 Unrealized +47.5%
ABBV AbbVie Inc 0.3%
Value ($000) $6,671 Shares 35,939 Est. Cost $105.50 Unrealized +73.1%
VTI Vanguard Total Stock Mkt ETF 0.3%
Value ($000) $6,658 Shares 21,907 Est. Cost $290.58 Unrealized
ETR Entergy Corp 0.3%
Value ($000) $6,604 Shares 79,447 Est. Cost $58.08 Unrealized +39.9%
WMT Walmart Inc 0.3%
Value ($000) $6,523 Shares 66,712 Est. Cost $53.10 Unrealized +78.5%
LLY Eli Lilly & Co 0.3%
Value ($000) $6,479 Shares 8,311 Est. Cost $112.11 Unrealized +589.9%
SPOT Spotify Technology SA 0.3%
Value ($000) $6,473 Shares 8,436 Est. Cost $313.57 Unrealized +104.7%
FAST Fastenal Co 0.3%
Value ($000) $6,261 Shares 149,072 Est. Cost $37.01 Unrealized +8.4%
IVE iShares S&P 500 Value ETF 0.3%
Value ($000) $6,068 Shares 31,051 Est. Cost $190.97 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $5,830 Shares 8 Est. Cost $375320.84 Unrealized +103.0%
MDT Medtronic PLC 0.3%
Value ($000) $5,830 Shares 66,878 Est. Cost $82.07 Unrealized +1.7%
CAT Caterpillar Inc 0.3%
Value ($000) $5,658 Shares 14,575 Est. Cost $133.37 Unrealized +148.1%
SAP SAP SE ADR 0.3%
Value ($000) $5,617 Shares 18,472 Est. Cost $245.32 Unrealized
ICE Intercontinental Exchange Inc 0.3%
Value ($000) $5,599 Shares 30,515 Est. Cost $94.07 Unrealized +81.2%
UNP Union Pacific Corp 0.3%
Value ($000) $5,578 Shares 24,244 Est. Cost $123.49 Unrealized +76.9%
CRWD CrowdStrike Holdings Inc Cl A 0.3%
Value ($000) $5,566 Shares 10,929 Est. Cost $308.54 Unrealized +40.5%
NOW ServiceNow Inc 0.3%
Value ($000) $5,519 Shares 5,368 Est. Cost $70.49 Unrealized +167.7%
ARES Ares Management Corp 0.3%
Value ($000) $5,413 Shares 31,252 Est. Cost $154.42 Unrealized +0.6%
EW Edwards Lifesciences Corp 0.3%
Value ($000) $5,364 Shares 68,588 Est. Cost $74.93 Unrealized -0.5%
CVX Chevron Corp 0.3%
Value ($000) $5,144 Shares 35,923 Est. Cost $115.33 Unrealized +18.8%
CBRE CBRE Group Inc Cl A 0.3%
Value ($000) $5,133 Shares 36,635 Est. Cost $82.73 Unrealized +52.8%
MCD McDonalds Corp 0.3%
Value ($000) $5,073 Shares 17,363 Est. Cost $188.67 Unrealized +60.9%
PG Procter & Gamble Co 0.3%
Value ($000) $5,034 Shares 31,599 Est. Cost $89.52 Unrealized +79.6%
AMP Ameriprise Finl Inc 0.3%
Value ($000) $5,022 Shares 9,410 Est. Cost $167.85 Unrealized +192.1%
BA Boeing Co 0.3%
Value ($000) $5,022 Shares 23,966 Est. Cost $173.22 Unrealized +9.0%
TSLA Tesla Inc 0.2%
Value ($000) $4,896 Shares 15,413 Est. Cost $255.80 Unrealized +17.8%
CON Concentra Group Holdings Parent 0.2%
Value ($000) $4,605 Shares 223,881 Est. Cost $21.75 Unrealized -2.5%
ONB Old National Bancorp 0.2%
Value ($000) $4,545 Shares 212,972 Est. Cost $16.62 Unrealized +24.5%
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $4,470 Shares 10,529 Est. Cost $393.98 Unrealized
GE GE Aerospace 0.2%
Value ($000) $4,413 Shares 17,145 Est. Cost $44.05 Unrealized +396.2%
GPN Global Payments Inc 0.2%
Value ($000) $4,314 Shares 53,896 Est. Cost $88.46 Unrealized -11.3%
VMC Vulcan Materials Co 0.2%
Value ($000) $4,296 Shares 16,472 Est. Cost $116.21 Unrealized +120.3%
MRVL Marvell Technology Inc 0.2%
Value ($000) $4,283 Shares 55,338 Est. Cost $59.21 Unrealized +5.2%
INTU Intuit Inc 0.2%
Value ($000) $4,280 Shares 5,434 Est. Cost $220.16 Unrealized +206.4%
CSCO Cisco Systems 0.2%
Value ($000) $4,277 Shares 61,639 Est. Cost $42.08 Unrealized +43.5%
MRK Merck & Co Inc 0.2%
Value ($000) $4,148 Shares 52,406 Est. Cost $54.10 Unrealized +43.0%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $4,036 Shares 20,779 Est. Cost $185.39 Unrealized
NEE NextEra Energy Inc 0.2%
Value ($000) $4,028 Shares 58,022 Est. Cost $67.27 Unrealized +1.2%
COST Costco Wholesale Corp 0.2%
Value ($000) $4,002 Shares 4,043 Est. Cost $657.21 Unrealized +50.7%
CP Canadian Pacific Kansas City Ltd 0.2%
Value ($000) $3,964 Shares 50,011 Est. Cost $76.44 Unrealized +0.2%
VUG Vanguard Growth ETF 0.2%
Value ($000) $3,908 Shares 8,914 Est. Cost $410.44 Unrealized
PEP Pepsico Inc 0.2%
Value ($000) $3,857 Shares 29,208 Est. Cost $109.98 Unrealized +19.1%
CSX CSX Corp 0.2%
Value ($000) $3,855 Shares 118,155 Est. Cost $27.94 Unrealized +6.6%
IVV iShares S&P 500 ETF 0.2%
Value ($000) $3,839 Shares 6,183 Est. Cost $588.68 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $3,834 Shares 17,769 Est. Cost $220.96 Unrealized
WPM Wheaton Precious Metals Corp 0.2%
Value ($000) $3,725 Shares 41,476 Est. Cost $59.18 Unrealized +42.1%
CPNG Coupang Inc Cl A 0.2%
Value ($000) $3,599 Shares 120,136 Est. Cost $21.68 Unrealized +18.2%
ZTS Zoetis Inc Cl A 0.2%
Value ($000) $3,587 Shares 23,004 Est. Cost $82.43 Unrealized +90.9%
ROP Roper Technologies Inc 0.2%
Value ($000) $3,571 Shares 6,300 Est. Cost $359.81 Unrealized +56.2%
ELAN Elanco Animal Health Inc 0.2%
Value ($000) $3,543 Shares 248,108 Est. Cost $12.36 Unrealized -5.4%
INGR Ingredion Inc 0.2%
Value ($000) $3,512 Shares 25,894 Est. Cost $108.85 Unrealized +24.0%
SYY Sysco Corp 0.2%
Value ($000) $3,419 Shares 45,138 Est. Cost $69.47 Unrealized +2.3%
TFC Truist Finl Corp 0.2%
Value ($000) $3,414 Shares 79,411 Est. Cost $38.63 Unrealized -1.6%
C Citigroup Inc 0.2%
Value ($000) $3,413 Shares 40,093 Est. Cost $53.08 Unrealized +34.1%
ABT Abbott Laboratories 0.2%
Value ($000) $3,409 Shares 25,068 Est. Cost $77.68 Unrealized +68.1%
NVO Novo Nordisk A/S ADR 0.2%
Value ($000) $3,388 Shares 49,085 Est. Cost $98.32 Unrealized
KKR KKR & Co Inc 0.2%
Value ($000) $3,375 Shares 25,368 Est. Cost $37.42 Unrealized +211.7%
ACGL Arch Capital Group Ltd 0.2%
Value ($000) $3,337 Shares 36,652 Est. Cost $70.24 Unrealized +31.4%
KLAC KLA Corp 0.2%
Value ($000) $3,282 Shares 3,664 Est. Cost $677.58 Unrealized +10.5%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $3,267 Shares 15,960 Est. Cost $195.70 Unrealized
COR Cencora Inc 0.2%
Value ($000) $3,228 Shares 10,767 Est. Cost $258.39 Unrealized +11.0%
SO Southern Co 0.2%
Value ($000) $3,171 Shares 34,527 Est. Cost $68.54 Unrealized +28.4%
HON Honeywell Intl Inc 0.2%
Value ($000) $3,163 Shares 13,581 Est. Cost $181.18 Unrealized +10.2%
URI United Rentals Inc 0.2%
Value ($000) $3,155 Shares 4,188 Est. Cost $665.35 Unrealized 0.0%
LIN Linde PLC 0.2%
Value ($000) $3,144 Shares 6,700 Est. Cost $448.71 Unrealized +0.8%
ELV Elevance Health Inc 0.2%
Value ($000) $3,090 Shares 7,943 Est. Cost $421.09 Unrealized -5.8%
MNDY monday.com Ltd 0.2%
Value ($000) $3,082 Shares 9,800 Est. Cost $211.92 Unrealized +31.4%
RTX RTX Corp 0.2%
Value ($000) $3,040 Shares 20,821 Est. Cost $70.82 Unrealized +86.0%
IBN ICICI Bank Ltd SP ADR 0.2%
Value ($000) $3,039 Shares 90,329 Est. Cost $22.21 Unrealized
BLK Blackrock Inc 0.2%
Value ($000) $3,039 Shares 2,896 Est. Cost $991.05 Unrealized -5.8%
DVA Davita Inc 0.1%
Value ($000) $2,987 Shares 20,970 Est. Cost $97.25 Unrealized +45.7%
ACM AECOM 0.1%
Value ($000) $2,968 Shares 26,296 Est. Cost $67.52 Unrealized +52.6%
DUK Duke Energy Corp 0.1%
Value ($000) $2,940 Shares 24,918 Est. Cost $88.20 Unrealized +30.9%
IWS iShares Russell Mid-Cap Value ETF 0.1%
Value ($000) $2,901 Shares 21,951 Est. Cost $128.77 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.1%
Value ($000) $2,880 Shares 20,764 Est. Cost $129.07 Unrealized
LOW Lowe's Companies Inc 0.1%
Value ($000) $2,848 Shares 12,835 Est. Cost $203.90 Unrealized +8.2%
CB Chubb Ltd 0.1%
Value ($000) $2,814 Shares 9,714 Est. Cost $272.05 Unrealized +5.5%
AON Aon PLC Cl A 0.1%
Value ($000) $2,780 Shares 7,793 Est. Cost $224.98 Unrealized +60.6%
RACE Ferrari NV 0.1%
Value ($000) $2,697 Shares 5,495 Est. Cost $175.80 Unrealized +164.3%
FISV Fiserv Inc 0.1%
Value ($000) $2,673 Shares 15,504 Est. Cost $204.92 Unrealized -11.5%
AIT Applied Industrial Tech Inc 0.1%
Value ($000) $2,614 Shares 11,244 Est. Cost $81.89 Unrealized +176.0%
UBS UBS Group AG 0.1%
Value ($000) $2,546 Shares 75,285 Est. Cost $26.45 Unrealized +17.0%
PSX Phillips 66 0.1%
Value ($000) $2,532 Shares 21,221 Est. Cost $106.16 Unrealized +3.1%
AZN Astrazeneca PLC ADR 0.1%
Value ($000) $2,509 Shares 35,909 Est. Cost $60.03 Unrealized
NU Nu Hldgs Ltd Cl A 0.1%
Value ($000) $2,506 Shares 182,657 Est. Cost $10.23 Unrealized +17.0%
DIA SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $2,506 Shares 5,686 Est. Cost $425.50 Unrealized
GDX VanEck Gold Miners ETF 0.1%
Value ($000) $2,504 Shares 48,100 Est. Cost $28.66 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $2,462 Shares 26,869 Est. Cost $62.59 Unrealized +36.1%
ACN Accenture PLC Cl A 0.1%
Value ($000) $2,447 Shares 8,188 Est. Cost $147.85 Unrealized +104.9%
DHR Danaher Corp 0.1%
Value ($000) $2,420 Shares 12,250 Est. Cost $130.60 Unrealized +47.8%
QCOM QUALCOMM Inc 0.1%
Value ($000) $2,395 Shares 15,041 Est. Cost $146.49 Unrealized -1.0%
WCN Waste Connections Inc 0.1%
Value ($000) $2,253 Shares 12,068 Est. Cost $131.33 Unrealized +46.3%
WFC Wells Fargo & Co 0.1%
Value ($000) $2,210 Shares 27,586 Est. Cost $50.24 Unrealized +41.6%
NFLX Netflix Inc 0.1%
Value ($000) $2,202 Shares 1,644 Est. Cost $44.56 Unrealized +153.7%
TGT Target Corp 0.1%
Value ($000) $2,183 Shares 22,127 Est. Cost $113.06 Unrealized -17.5%
ADBE Adobe Inc 0.1%
Value ($000) $2,130 Shares 5,506 Est. Cost $355.05 Unrealized +8.5%
FDX Fedex Corp 0.1%
Value ($000) $2,127 Shares 9,358 Est. Cost $231.31 Unrealized -7.0%
CPAY Corpay Inc 0.1%
Value ($000) $2,100 Shares 6,330 Est. Cost $352.00 Unrealized -7.3%
ESGV Vanguard ESG US Stock ETF 0.1%
Value ($000) $2,031 Shares 18,528 Est. Cost $49.86 Unrealized
PSTG Pure Storage Inc Cl A 0.1%
Value ($000) $1,940 Shares 33,695 Est. Cost $54.68 Unrealized -9.0%
GDDY GoDaddy Inc Cl A 0.1%
Value ($000) $1,923 Shares 10,677 Est. Cost $114.94 Unrealized +56.1%
MTDR Matador Resources Co 0.1%
Value ($000) $1,910 Shares 40,025 Est. Cost $26.35 Unrealized +67.6%
GILD Gilead Sciences Inc 0.1%
Value ($000) $1,902 Shares 17,153 Est. Cost $70.84 Unrealized +47.4%
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,885 Shares 10,946 Est. Cost $219.44 Unrealized -17.8%
JLL Jones Lang Lasalle Inc 0.1%
Value ($000) $1,836 Shares 7,177 Est. Cost $182.19 Unrealized +25.8%
NOC Northrop Grumman Corp 0.1%
Value ($000) $1,835 Shares 3,670 Est. Cost $291.51 Unrealized +66.8%
SHW Sherwin-Williams Co 0.1%
Value ($000) $1,818 Shares 5,295 Est. Cost $220.03 Unrealized +56.6%
EME Emcor Group Inc 0.1%
Value ($000) $1,814 Shares 3,391 Est. Cost $221.58 Unrealized +99.0%
ADUS Addus HomeCare Corp 0.1%
Value ($000) $1,812 Shares 15,727 Est. Cost $106.75 Unrealized +1.2%
XLK SPDR Technology Sector ETF 0.1%
Value ($000) $1,808 Shares 7,138 Est. Cost $173.70 Unrealized
CNQ Canadian Natural Resources Ltd 0.1%
Value ($000) $1,770 Shares 56,382 Est. Cost $31.89 Unrealized -6.0%
APG API Group Corp 0.1%
Value ($000) $1,710 Shares 33,500 Est. Cost $20.24 Unrealized +41.5%
TEAM Atlassian Corp Cl A 0.1%
Value ($000) $1,701 Shares 8,374 Est. Cost $163.86 Unrealized +27.1%
HROW Harrow Inc 0.1%
Value ($000) $1,681 Shares 55,035 Est. Cost $12.80 Unrealized +109.9%
NXPI NXP Semiconductors NV 0.1%
Value ($000) $1,674 Shares 7,660 Est. Cost $192.76 Unrealized 0.0%
VRSN Verisign Inc 0.1%
Value ($000) $1,643 Shares 5,690 Est. Cost $127.92 Unrealized +110.2%
IBM International Business Machines Corp 0.1%
Value ($000) $1,624 Shares 5,508 Est. Cost $101.70 Unrealized +149.6%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $1,603 Shares 2,949 Est. Cost $327.80 Unrealized +59.5%
AEP American Electric Power CO Inc 0.1%
Value ($000) $1,567 Shares 15,099 Est. Cost $78.23 Unrealized +30.3%
QNST Quinstreet Inc 0.1%
Value ($000) $1,564 Shares 97,125 Est. Cost $13.10 Unrealized +22.4%
MCO Moody's Corp 0.1%
Value ($000) $1,522 Shares 3,034 Est. Cost $195.08 Unrealized +136.3%
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $1,477 Shares 5,168 Est. Cost $281.71 Unrealized
BRO Brown & Brown Inc 0.1%
Value ($000) $1,470 Shares 13,258 Est. Cost $78.38 Unrealized +42.8%
IWB iShares Russell 1000 Index ETF 0.1%
Value ($000) $1,466 Shares 4,317 Est. Cost $210.52 Unrealized
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $1,464 Shares 16,380 Est. Cost $75.61 Unrealized
HEI HEICO Corp 0.1%
Value ($000) $1,463 Shares 4,459 Est. Cost $95.07 Unrealized +191.0%
EIX Edison Intl 0.1%
Value ($000) $1,457 Shares 28,227 Est. Cost $55.11 Unrealized -3.7%
TOWN TowneBank 0.1%
Value ($000) $1,456 Shares 42,586 Est. Cost $30.26 Unrealized +10.2%
STE Steris PLC 0.1%
Value ($000) $1,443 Shares 6,006 Est. Cost $121.25 Unrealized +91.2%
VZ Verizon Communications 0.1%
Value ($000) $1,440 Shares 33,289 Est. Cost $35.30 Unrealized +18.5%
RF Regions Financial Corp 0.1%
Value ($000) $1,435 Shares 61,019 Est. Cost $15.20 Unrealized +35.4%
WTM White Mountains Insurance Group Ltd 0.1%
Value ($000) $1,413 Shares 787 Est. Cost $1682.52 Unrealized +5.7%
WM Waste Management Inc 0.1%
Value ($000) $1,400 Shares 6,118 Est. Cost $125.15 Unrealized +83.5%
MDY SPDR S&P Mid-Cap 400 ETF Trust 0.1%
Value ($000) $1,399 Shares 2,470 Est. Cost $569.58 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $1,394 Shares 4,991 Est. Cost $258.14 Unrealized +7.6%
MCK McKesson Corp 0.1%
Value ($000) $1,372 Shares 1,872 Est. Cost $284.80 Unrealized +147.1%
FANG Diamondback Energy Inc 0.1%
Value ($000) $1,368 Shares 9,957 Est. Cost $150.33 Unrealized -9.4%
VRRM Verra Mobility Corp Cl A 0.1%
Value ($000) $1,349 Shares 53,150 Est. Cost $23.41 Unrealized -0.5%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $1,347 Shares 3,322 Est. Cost $426.91 Unrealized -2.3%
COF Capital One Financial Corp 0.1%
Value ($000) $1,345 Shares 6,320 Est. Cost $143.89 Unrealized +28.6%
PRU Prudential Financial Inc 0.1%
Value ($000) $1,294 Shares 12,040 Est. Cost $81.80 Unrealized +22.6%
IDXX Idexx Labs Inc 0.1%
Value ($000) $1,270 Shares 2,368 Est. Cost $446.90 Unrealized +7.0%
GEV GE Vernova Inc 0.1%
Value ($000) $1,267 Shares 2,394 Est. Cost $158.10 Unrealized +163.1%
Pinnacle Financial Partners Inc 0.1%
Value ($000) $1,251 Shares 11,331 Est. Cost $72.86 Unrealized
ESI Element Solutions Inc 0.1%
Value ($000) $1,243 Shares 54,895 Est. Cost $19.81 Unrealized +4.9%
ENSG Ensign Group Inc 0.1%
Value ($000) $1,242 Shares 8,051 Est. Cost $112.56 Unrealized +24.5%
TSCO Tractor Supply Co 0.1%
Value ($000) $1,237 Shares 23,447 Est. Cost $53.14 Unrealized -4.8%
ED Consolidated Edison Inc 0.1%
Value ($000) $1,184 Shares 11,797 Est. Cost $83.12 Unrealized +24.7%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $1,170 Shares 9,073 Est. Cost $114.37 Unrealized +15.2%
KEY KeyCorp 0.1%
Value ($000) $1,169 Shares 67,089 Est. Cost $16.25 Unrealized -7.3%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $1,166 Shares 15,695 Est. Cost $87.25 Unrealized -21.7%
DIS Walt Disney Co 0.1%
Value ($000) $1,157 Shares 9,328 Est. Cost $112.40 Unrealized -8.5%
XEL Xcel Energy Inc 0.1%
Value ($000) $1,154 Shares 16,946 Est. Cost $53.31 Unrealized +27.2%
CME CME Group Inc Cl A 0.1%
Value ($000) $1,149 Shares 4,170 Est. Cost $169.88 Unrealized +58.0%
WH Wyndham Hotels & Resorts Inc 0.1%
Value ($000) $1,148 Shares 14,134 Est. Cost $75.89 Unrealized +10.3%
TRV Travelers Cos Inc 0.1%
Value ($000) $1,146 Shares 4,285 Est. Cost $138.45 Unrealized +88.3%
IQV IQVIA Holdings Inc 0.1%
Value ($000) $1,141 Shares 7,240 Est. Cost $150.55 Unrealized 0.0%
ICUI ICU Medical Inc 0.1%
Value ($000) $1,128 Shares 8,538 Est. Cost $147.45 Unrealized -8.1%
USB US Bancorp 0.1%
Value ($000) $1,122 Shares 24,798 Est. Cost $37.20 Unrealized +9.6%
SCHW Charles Schwab Corp 0.1%
Value ($000) $1,116 Shares 12,233 Est. Cost $65.16 Unrealized +27.6%
TXN Texas Instruments Inc 0.1%
Value ($000) $1,107 Shares 5,334 Est. Cost $109.51 Unrealized +59.1%
LNTH Lantheus Hldgs Inc 0.1%
Value ($000) $1,093 Shares 13,355 Est. Cost $47.83 Unrealized +83.6%
BGC BGC Group Inc Cl A 0.1%
Value ($000) $1,080 Shares 105,535 Est. Cost $7.84 Unrealized +16.4%
XLV SPDR Healthcare Sector ETF 0.1%
Value ($000) $1,079 Shares 8,006 Est. Cost $137.57 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $1,073 Shares 289 Est. Cost $2508.55 Unrealized +46.9%
ASUR Asure Software Inc 0.1%
Value ($000) $1,068 Shares 109,395 Est. Cost $8.60 Unrealized +12.0%
BBSI Barrett Business Svcs Inc 0.1%
Value ($000) $1,067 Shares 25,595 Est. Cost $27.11 Unrealized +51.0%
AMT American Tower Corp 0.1%
Value ($000) $1,067 Shares 4,827 Est. Cost $198.20 Unrealized +6.1%
MKSI MKS Inc 0.1%
Value ($000) $1,061 Shares 10,677 Est. Cost $83.87 Unrealized -3.6%
COP ConocoPhillips 0.1%
Value ($000) $1,045 Shares 11,641 Est. Cost $94.53 Unrealized -6.9%
FITB Fifth Third Bancorp 0.1%
Value ($000) $1,042 Shares 25,336 Est. Cost $42.17 Unrealized -13.3%
DXCM Dexcom Inc 0.1%
Value ($000) $1,039 Shares 11,900 Est. Cost $78.86 Unrealized -0.6%
SYK Stryker Corp 0.1%
Value ($000) $1,006 Shares 2,542 Est. Cost $193.65 Unrealized +91.9%
PERI Perion Network Ltd 0.0%
Value ($000) $1,002 Shares 98,680 Est. Cost $9.32 Unrealized +2.5%
AFL Aflac Inc 0.0%
Value ($000) $1,002 Shares 9,497 Est. Cost $40.99 Unrealized +152.8%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $975 Shares 13,942 Est. Cost $45.58 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $968 Shares 20,913 Est. Cost $44.06 Unrealized +7.1%
RLI RLI Corp 0.0%
Value ($000) $940 Shares 13,013 Est. Cost $73.97 Unrealized -2.4%
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $935 Shares 3,032 Est. Cost $273.70 Unrealized -0.8%
EBAY eBay Inc 0.0%
Value ($000) $929 Shares 12,479 Est. Cost $37.01 Unrealized +89.7%
GGG Graco Inc 0.0%
Value ($000) $928 Shares 10,789 Est. Cost $71.07 Unrealized +15.4%
NSIT Insight Enterprises Inc 0.0%
Value ($000) $928 Shares 6,717 Est. Cost $174.22 Unrealized -22.7%
DAL Delta Air Lines Inc 0.0%
Value ($000) $926 Shares 18,837 Est. Cost $45.56 Unrealized 0.0%
LSTR Landstar System Inc 0.0%
Value ($000) $923 Shares 6,636 Est. Cost $149.51 Unrealized
Azek Co Inc Cl A 0.0%
Value ($000) $919 Shares 16,912 Est. Cost $31.45 Unrealized
SHEL Shell PLC SP ADR 0.0%
Value ($000) $917 Shares 13,020 Est. Cost $62.65 Unrealized
FE Firstenergy Corp 0.0%
Value ($000) $913 Shares 22,670 Est. Cost $34.35 Unrealized +17.3%
DORM Dorman Products Inc 0.0%
Value ($000) $907 Shares 7,390 Est. Cost $105.87 Unrealized +14.9%
IIIV i3 Verticals Inc 0.0%
Value ($000) $890 Shares 32,386 Est. Cost $23.45 Unrealized +6.9%
EOG EOG Resources Inc 0.0%
Value ($000) $881 Shares 7,369 Est. Cost $105.70 Unrealized +6.0%
AIOT Powerfleet Inc 0.0%
Value ($000) $879 Shares 203,842 Est. Cost $3.57 Unrealized +38.3%
LHX L3harris Technologies Inc 0.0%
Value ($000) $871 Shares 3,471 Est. Cost $207.22 Unrealized +9.6%
PLD Prologis Inc 0.0%
Value ($000) $856 Shares 8,145 Est. Cost $113.64 Unrealized -10.0%
ROK Rockwell Automation Inc 0.0%
Value ($000) $853 Shares 2,569 Est. Cost $275.10 Unrealized +2.6%
HAYW Hayward Holdings Inc 0.0%
Value ($000) $846 Shares 61,297 Est. Cost $13.14 Unrealized +2.5%
ENTG Entegris Inc 0.0%
Value ($000) $842 Shares 10,434 Est. Cost $86.27 Unrealized -12.2%
WSO Watsco Inc Cl A 0.0%
Value ($000) $835 Shares 1,891 Est. Cost $342.30 Unrealized +35.5%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $833 Shares 7,565 Est. Cost $103.95 Unrealized
MAS Masco Corp 0.0%
Value ($000) $826 Shares 12,828 Est. Cost $53.06 Unrealized +17.2%
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $820 Shares 2,262 Est. Cost $375.38 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $809 Shares 3,037 Est. Cost $135.80 Unrealized +75.0%
KMX Carmax Inc 0.0%
Value ($000) $807 Shares 12,009 Est. Cost $67.82 Unrealized -0.8%
SON Sonoco Products Co 0.0%
Value ($000) $806 Shares 18,499 Est. Cost $41.27 Unrealized +5.2%
XLF SPDR Financial Sector ETF 0.0%
Value ($000) $794 Shares 15,169 Est. Cost $50.00 Unrealized
TJX TJX Companies Inc 0.0%
Value ($000) $791 Shares 6,404 Est. Cost $100.80 Unrealized +24.9%
TH Target Hospitality Corp Cl A 0.0%
Value ($000) $785 Shares 110,281 Est. Cost $7.57 Unrealized -8.3%
IPAR Interparfums, Inc. 0.0%
Value ($000) $784 Shares 5,970 Est. Cost $95.35 Unrealized +28.2%
SITE SiteOne Landscape Supply Inc 0.0%
Value ($000) $764 Shares 6,320 Est. Cost $138.06 Unrealized -14.4%
SOXX iShares Tr Semiconductor ETF 0.0%
Value ($000) $758 Shares 3,174 Est. Cost $327.24 Unrealized
FBTC Fidelity Wise Origin Bitcoin ETF 0.0%
Value ($000) $757 Shares 8,051 Est. Cost $59.70 Unrealized
WWD Woodward Inc 0.0%
Value ($000) $748 Shares 3,050 Est. Cost $71.52 Unrealized +184.9%
KR Kroger Co 0.0%
Value ($000) $741 Shares 10,334 Est. Cost $52.09 Unrealized +30.9%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $741 Shares 13,200 Est. Cost $61.71 Unrealized -17.6%
ENB Enbridge Inc 0.0%
Value ($000) $740 Shares 16,325 Est. Cost $33.28 Unrealized +31.6%
BAH Booz Allen Hamilton Holding Corp Cl A 0.0%
Value ($000) $732 Shares 7,027 Est. Cost $116.89 Unrealized -6.4%
ABNB Airbnb Inc Cl A 0.0%
Value ($000) $723 Shares 5,460 Est. Cost $154.03 Unrealized -17.8%
BF/B Brown Forman Inc Cl B 0.0%
Value ($000) $711 Shares 26,417 Est. Cost $48.18 Unrealized -34.8%
LGND Ligand Pharmaceuticals Inc 0.0%
Value ($000) $710 Shares 6,245 Est. Cost $91.10 Unrealized +17.3%
PFE Pfizer Inc 0.0%
Value ($000) $706 Shares 29,111 Est. Cost $27.50 Unrealized -18.7%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $699 Shares 11,425 Est. Cost $56.78 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $696 Shares 5,217 Est. Cost $83.09 Unrealized +36.7%
BKNG Booking Holdings Inc 0.0%
Value ($000) $695 Shares 120 Est. Cost $2179.32 Unrealized +133.8%
GRID Clean Edge Smart GRID Infrastructure ETF 0.0%
Value ($000) $687 Shares 4,939 Est. Cost $102.65 Unrealized
PTC PTC Inc 0.0%
Value ($000) $684 Shares 3,969 Est. Cost $135.67 Unrealized +18.8%
MPAA Motorcar Parts of America Inc 0.0%
Value ($000) $679 Shares 60,665 Est. Cost $14.84 Unrealized -32.4%
YETI YETI Holdings Inc 0.0%
Value ($000) $676 Shares 21,449 Est. Cost $46.10 Unrealized -34.9%
LYV Live Nation Entertainment Inc 0.0%
Value ($000) $674 Shares 4,458 Est. Cost $94.54 Unrealized +45.6%
KHC Kraft Heinz Co 0.0%
Value ($000) $669 Shares 25,902 Est. Cost $30.05 Unrealized -11.3%
III Information Services Group Inc 0.0%
Value ($000) $665 Shares 138,562 Est. Cost $3.28 Unrealized +28.2%
SLV iShares Silver Trust ETF 0.0%
Value ($000) $648 Shares 19,752 Est. Cost $22.12 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $647 Shares 7,746 Est. Cost $75.65 Unrealized
IT Gartner Inc 0.0%
Value ($000) $646 Shares 1,597 Est. Cost $130.45 Unrealized +220.8%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $639 Shares 9,475 Est. Cost $52.18 Unrealized +24.8%
XLB SPDR Materials Sector ETF 0.0%
Value ($000) $632 Shares 7,200 Est. Cost $79.92 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $627 Shares 5,116 Est. Cost $60.89 Unrealized +86.7%
POOL Pool Corp 0.0%
Value ($000) $614 Shares 2,108 Est. Cost $341.45 Unrealized -12.4%
TTEK Tetra Tech Inc 0.0%
Value ($000) $608 Shares 16,898 Est. Cost $42.62 Unrealized -21.9%
CAG Conagra Brands Inc 0.0%
Value ($000) $601 Shares 29,356 Est. Cost $29.23 Unrealized -23.2%
ASH Ashland Inc 0.0%
Value ($000) $599 Shares 11,917 Est. Cost $71.55 Unrealized -30.4%
JEF Jefferies Financial Group Inc 0.0%
Value ($000) $596 Shares 10,890 Est. Cost $24.20 Unrealized +99.5%
ANET Arista Networks Inc 0.0%
Value ($000) $579 Shares 5,663 Est. Cost $102.84 Unrealized -15.9%
CSL Carlisle Companies Inc 0.0%
Value ($000) $573 Shares 1,534 Est. Cost $101.28 Unrealized +262.8%
BOTZ Global X Robotics & AI ETF 0.0%
Value ($000) $569 Shares 17,439 Est. Cost $26.52 Unrealized
Synovus Financial Corp 0.0%
Value ($000) $565 Shares 10,910 Est. Cost $39.82 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $560 Shares 1,810 Est. Cost $223.40 Unrealized +27.0%
MMM 3M Co 0.0%
Value ($000) $560 Shares 3,676 Est. Cost $108.67 Unrealized +30.0%
MZTI Marzetti Co. (The) 0.0%
Value ($000) $549 Shares 3,180 Est. Cost $153.14 Unrealized +12.7%
ETN Eaton Corp PLC 0.0%
Value ($000) $530 Shares 1,484 Est. Cost $289.53 Unrealized +5.9%
TDOC Teladoc Health Inc 0.0%
Value ($000) $529 Shares 60,772 Est. Cost $10.12 Unrealized -28.4%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $527 Shares 2,576 Est. Cost $173.22 Unrealized +7.2%
SNEX StoneX Group Inc 0.0%
Value ($000) $521 Shares 5,716 Est. Cost $35.68 Unrealized +137.1%
CMCSA Comcast Corp Cl A 0.0%
Value ($000) $517 Shares 14,490 Est. Cost $32.91 Unrealized +3.0%
CLH Clean Harbors Inc 0.0%
Value ($000) $514 Shares 2,225 Est. Cost $209.64 Unrealized +4.4%
T AT&T Inc 0.0%
Value ($000) $513 Shares 17,733 Est. Cost $16.61 Unrealized +62.3%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $494 Shares 3,478 Est. Cost $120.56 Unrealized -9.7%
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $490 Shares 5,326 Est. Cost $88.10 Unrealized
IJS iShares S&P Small-Cap 600 Value ETF 0.0%
Value ($000) $487 Shares 4,896 Est. Cost $108.61 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $485 Shares 2,888 Est. Cost $69.18 Unrealized +112.7%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $478 Shares 14,458 Est. Cost $32.75 Unrealized +0.8%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $477 Shares 2,870 Est. Cost $144.04 Unrealized +2.7%
SOLV Solventum Corp 0.0%
Value ($000) $470 Shares 6,196 Est. Cost $60.80 Unrealized +16.5%
YALL TIDAL TR I/GOD BLESS AMER ETF 0.0%
Value ($000) $461 Shares 11,090 Est. Cost $31.30 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $460 Shares 1,645 Est. Cost $258.62 Unrealized
BX Blackstone Inc 0.0%
Value ($000) $460 Shares 3,074 Est. Cost $90.11 Unrealized +49.9%
PRDO Perdoceo Ed Corp 0.0%
Value ($000) $458 Shares 14,024 Est. Cost $14.87 Unrealized +96.8%
NKE Nike Inc Cl B 0.0%
Value ($000) $457 Shares 6,434 Est. Cost $66.20 Unrealized -10.8%
CTVA Corteva Inc 0.0%
Value ($000) $450 Shares 6,040 Est. Cost $52.33 Unrealized +26.4%
XLI SPDR Industrial Sector ETF 0.0%
Value ($000) $446 Shares 3,022 Est. Cost $76.95 Unrealized
MUSA Murphy USA Inc 0.0%
Value ($000) $441 Shares 1,085 Est. Cost $432.36 Unrealized +4.8%
NATL NCR Atleos Corp 0.0%
Value ($000) $441 Shares 15,466 Est. Cost $23.31 Unrealized +15.7%
PLTR Palantir Technologies Inc Cl A 0.0%
Value ($000) $440 Shares 3,226 Est. Cost $58.25 Unrealized +101.4%
WMB Williams Companies Inc 0.0%
Value ($000) $438 Shares 6,980 Est. Cost $29.35 Unrealized +96.5%
HDV iShares High Dividend ETF 0.0%
Value ($000) $438 Shares 3,738 Est. Cost $112.26 Unrealized
FHN First Horizon Corp 0.0%
Value ($000) $434 Shares 20,483 Est. Cost $19.78 Unrealized -5.5%
CI Cigna Group 0.0%
Value ($000) $432 Shares 1,307 Est. Cost $219.10 Unrealized +45.1%
SMBK SmartFinancial Inc 0.0%
Value ($000) $432 Shares 12,790 Est. Cost $22.73 Unrealized +35.8%
NTRS Northern Trust Corp 0.0%
Value ($000) $428 Shares 3,376 Est. Cost $76.61 Unrealized +31.2%
GD General Dynamics Corp 0.0%
Value ($000) $426 Shares 1,461 Est. Cost $278.73 Unrealized -2.3%
DLN WisdomTree US LargeCap Dividend ETF 0.0%
Value ($000) $423 Shares 5,149 Est. Cost $77.79 Unrealized
TTWO Take Two Interactive Software Inc 0.0%
Value ($000) $421 Shares 1,734 Est. Cost $205.09 Unrealized +9.9%
JUST GS JUST US Large-Cap Equity ETF 0.0%
Value ($000) $420 Shares 4,774 Est. Cost $49.64 Unrealized
GBCI Glacier Bancorp Inc 0.0%
Value ($000) $419 Shares 9,725 Est. Cost $38.10 Unrealized +6.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $418 Shares 3,078 Est. Cost $132.10 Unrealized
DLB Dolby Laboratories Cl A 0.0%
Value ($000) $413 Shares 5,567 Est. Cost $72.27 Unrealized +1.8%
GBTC Grayscale Bitcoin TR ETF 0.0%
Value ($000) $408 Shares 4,809 Est. Cost $69.12 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $402 Shares 5,500 Est. Cost $42.18 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $402 Shares 3,979 Est. Cost $74.12 Unrealized +29.7%
MO Altria Group Inc 0.0%
Value ($000) $397 Shares 6,767 Est. Cost $34.07 Unrealized +64.2%
DE Deere & Co 0.0%
Value ($000) $390 Shares 767 Est. Cost $348.94 Unrealized +38.9%
LAKE Lakeland Industries Inc 0.0%
Value ($000) $389 Shares 28,615 Est. Cost $19.50 Unrealized -14.1%
HSIC Henry Schein Inc 0.0%
Value ($000) $388 Shares 5,317 Est. Cost $71.73 Unrealized -4.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $387 Shares 835 Est. Cost $345.34 Unrealized +32.9%
RDVY First Tr Rising Dividend Achievers ETF 0.0%
Value ($000) $384 Shares 6,120 Est. Cost $47.56 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $378 Shares 4,159 Est. Cost $90.93 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $378 Shares 1,402 Est. Cost $170.11 Unrealized +48.3%
FAF First American Financial Corp 0.0%
Value ($000) $370 Shares 6,030 Est. Cost $57.94 Unrealized 0.0%
KVUE Kenvue Inc 0.0%
Value ($000) $362 Shares 17,285 Est. Cost $20.58 Unrealized +7.6%
OPLN KAR Auction Services Inc 0.0%
Value ($000) $361 Shares 14,775 Est. Cost $17.48 Unrealized +20.8%
PNC PNC Financial Services Group 0.0%
Value ($000) $360 Shares 1,933 Est. Cost $144.69 Unrealized +14.7%
DK Delek US Hldgs Inc New 0.0%
Value ($000) $359 Shares 16,935 Est. Cost $16.90 Unrealized -3.0%
ATO Atmos Energy Corp 0.0%
Value ($000) $358 Shares 2,326 Est. Cost $124.46 Unrealized +23.0%
UBER Uber Technologies Inc 0.0%
Value ($000) $357 Shares 3,827 Est. Cost $71.93 Unrealized +14.5%
ACNB ACNB Corporation 0.0%
Value ($000) $355 Shares 8,280 Est. Cost $40.79 Unrealized 0.0%
ATRO Astronics Corporation 0.0%
Value ($000) $348 Shares 10,395 Est. Cost $20.18 Unrealized +39.0%
BP BP PLC SP ADR 0.0%
Value ($000) $343 Shares 11,457 Est. Cost $40.55 Unrealized
CYH Community Health Systems Inc 0.0%
Value ($000) $340 Shares 100,000 Est. Cost $6.65 Unrealized -51.6%
ASLE AerSale Corp 0.0%
Value ($000) $339 Shares 56,420 Est. Cost $14.18 Unrealized -54.9%
DD Dupont De Nemours Inc 0.0%
Value ($000) $336 Shares 4,903 Est. Cost $32.98 Unrealized -17.2%
LRCX Lam Research Corporation 0.0%
Value ($000) $336 Shares 3,449 Est. Cost $75.30 Unrealized +4.7%
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $335 Shares 3,318 Est. Cost $127.97 Unrealized -26.5%
CG Carlyle Group Inc 0.0%
Value ($000) $333 Shares 6,482 Est. Cost $26.08 Unrealized +61.5%
EVTC Evertec Inc 0.0%
Value ($000) $330 Shares 9,155 Est. Cost $35.04 Unrealized +0.9%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $329 Shares 1,055 Est. Cost $242.08 Unrealized +24.6%
HUM Humana Inc 0.0%
Value ($000) $326 Shares 1,333 Est. Cost $246.72 Unrealized 0.0%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $325 Shares 2,632 Est. Cost $123.62 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $321 Shares 556 Est. Cost $495.76 Unrealized +10.8%
REYN Reynolds Consumer Products 0.0%
Value ($000) $318 Shares 14,830 Est. Cost $21.87 Unrealized 0.0%
CTBI Community Trust Bancorp Inc 0.0%
Value ($000) $314 Shares 5,930 Est. Cost $38.85 Unrealized +26.1%
MKL Markel Group Inc 0.0%
Value ($000) $314 Shares 157 Est. Cost $1169.84 Unrealized +60.3%
MS Morgan Stanley 0.0%
Value ($000) $311 Shares 2,206 Est. Cost $84.49 Unrealized +43.2%
FBK FB Financial Corp 0.0%
Value ($000) $306 Shares 6,757 Est. Cost $31.92 Unrealized +34.4%
HNI HNI Corporation 0.0%
Value ($000) $302 Shares 6,140 Est. Cost $31.71 Unrealized +42.8%
DELL Dell Technologies Inc Cl C 0.0%
Value ($000) $299 Shares 2,435 Est. Cost $75.11 Unrealized +34.9%
VSGX Vanguard ESG International Stock ETF 0.0%
Value ($000) $296 Shares 4,517 Est. Cost $56.00 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $295 Shares 5,182 Est. Cost $47.82 Unrealized
DOX Amdocs Ltd 0.0%
Value ($000) $295 Shares 3,235 Est. Cost $78.83 Unrealized +11.3%
TROX Tronox Hldg PLC Cl A 0.0%
Value ($000) $294 Shares 57,965 Est. Cost $10.57 Unrealized -48.5%
FDL First Trust Morningstar Dividend Leaders ETF 0.0%
Value ($000) $293 Shares 7,005 Est. Cost $35.50 Unrealized
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $293 Shares 1,978 Est. Cost $96.72 Unrealized +57.7%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $289 Shares 1,169 Est. Cost $247.64 Unrealized -4.2%
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $289 Shares 1,189 Est. Cost $193.07 Unrealized +21.7%
Vivid Seats Inc 0.0%
Value ($000) $282 Shares 167,060 Est. Cost $3.54 Unrealized
SMMU Pimco Short Term Municipal Bond Active ETF 0.0%
Value ($000) $282 Shares 5,613 Est. Cost $49.85 Unrealized
DJCO Daily Journal Corp 0.0%
Value ($000) $281 Shares 666 Est. Cost $312.69 Unrealized +27.8%
TIGO Millicom International Cellular 0.0%
Value ($000) $279 Shares 7,447 Est. Cost $27.55 Unrealized +24.3%
FLRN SPDR Bloomberg Barclays Investment Grade ETF 0.0%
Value ($000) $278 Shares 9,021 Est. Cost $30.73 Unrealized
PAYC Paycom Software Inc 0.0%
Value ($000) $277 Shares 1,196 Est. Cost $226.35 Unrealized +4.2%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $276 Shares 525 Est. Cost $964.05 Unrealized -42.3%
FERG Ferguson PLC New 0.0%
Value ($000) $274 Shares 1,259 Est. Cost $197.42 Unrealized -7.8%
CHKP Check Point Software Technologies Ltd 0.0%
Value ($000) $272 Shares 1,231 Est. Cost $183.12 Unrealized +20.2%
WDAY Workday Inc Cl A 0.0%
Value ($000) $270 Shares 1,126 Est. Cost $236.91 Unrealized +2.8%
MEDP Medpace Hldgs Inc 0.0%
Value ($000) $270 Shares 860 Est. Cost $292.97 Unrealized +2.5%
TTD Trade Desk Inc Cl A 0.0%
Value ($000) $265 Shares 3,679 Est. Cost $57.82 Unrealized +10.4%
CARR Carrier Global Corp 0.0%
Value ($000) $263 Shares 3,600 Est. Cost $57.19 Unrealized +17.7%
CMI Cummins Inc 0.0%
Value ($000) $263 Shares 803 Est. Cost $249.56 Unrealized +22.5%
WBD Warner Bros Discovery Inc Cl A 0.0%
Value ($000) $252 Shares 22,032 Est. Cost $8.01 Unrealized +16.4%
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $252 Shares 2,312 Est. Cost $86.67 Unrealized
TT Trane Technologies PLC Cl A 0.0%
Value ($000) $252 Shares 575 Est. Cost $392.99 Unrealized 0.0%
RNST Renasant Corp 0.0%
Value ($000) $249 Shares 6,934 Est. Cost $35.29 Unrealized -5.5%
GIS General Mills Inc 0.0%
Value ($000) $248 Shares 4,794 Est. Cost $61.10 Unrealized -12.0%
RKT Rocket Cos Cl A 0.0%
Value ($000) $247 Shares 17,431 Est. Cost $12.97 Unrealized 0.0%
EMN Eastman Chemical Co 0.0%
Value ($000) $246 Shares 3,293 Est. Cost $81.89 Unrealized -7.3%
PWR Quanta Services Inc 0.0%
Value ($000) $244 Shares 646 Est. Cost $320.76 Unrealized 0.0%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $244 Shares 1,547 Est. Cost $161.41 Unrealized
NDAQ Nasdaq Inc 0.0%
Value ($000) $244 Shares 2,727 Est. Cost $67.05 Unrealized +18.1%
NVS Novartis AG ADR 0.0%
Value ($000) $241 Shares 1,991 Est. Cost $111.48 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $240 Shares 749 Est. Cost $278.61 Unrealized +17.6%
ICLR Icon PLC 0.0%
Value ($000) $238 Shares 1,635 Est. Cost $219.96 Unrealized -35.5%
AMAT Applied Materials Inc 0.0%
Value ($000) $235 Shares 1,285 Est. Cost $190.05 Unrealized -17.2%
GPC Genuine Parts Co 0.0%
Value ($000) $234 Shares 1,929 Est. Cost $114.18 Unrealized +3.2%
NHI National Health Invs Inc 0.0%
Value ($000) $232 Shares 3,310 Est. Cost $62.83 Unrealized
IGIB iShares 5-10 Year Inv Grade Corporate Bd ETF 0.0%
Value ($000) $231 Shares 4,335 Est. Cost $53.29 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $224 Shares 2,490 Est. Cost $89.49 Unrealized +1.9%
IEX Idex Corp 0.0%
Value ($000) $222 Shares 1,267 Est. Cost $175.50 Unrealized 0.0%
UCB United Community Banks Inc of Georgia 0.0%
Value ($000) $216 Shares 7,255 Est. Cost $28.70 Unrealized -3.2%
LCNB LCNB Corp 0.0%
Value ($000) $216 Shares 14,868 Est. Cost $13.72 Unrealized +1.8%
HSY Hershey Co 0.0%
Value ($000) $216 Shares 1,300 Est. Cost $147.22 Unrealized +9.8%
OKE Oneok Inc 0.0%
Value ($000) $213 Shares 2,609 Est. Cost $81.49 Unrealized -1.0%
VEU Vanguard FTSE All-World Ex-US ETF 0.0%
Value ($000) $213 Shares 3,165 Est. Cost $67.22 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $211 Shares 2,323 Est. Cost $93.07 Unrealized -3.3%
XT iShares Exponential Technologies ETF 0.0%
Value ($000) $208 Shares 3,188 Est. Cost $65.25 Unrealized
LEN Lennar Corp Cl A 0.0%
Value ($000) $206 Shares 1,864 Est. Cost $151.42 Unrealized -29.1%
Southern States Bancshares Inc 0.0%
Value ($000) $206 Shares 5,665 Est. Cost $35.75 Unrealized
AKAM Akamai Technologies Inc 0.0%
Value ($000) $205 Shares 2,569 Est. Cost $96.69 Unrealized -19.7%
GPRE Green Plains Inc 0.0%
Value ($000) $174 Shares 28,909 Est. Cost $4.41 Unrealized 0.0%
FNWB First Northwest Bancorp 0.0%
Value ($000) $122 Shares 15,855 Est. Cost $14.28 Unrealized -35.5%
CRGY Crescent Energy Co Cl A 0.0%
Value ($000) $115 Shares 13,366 Est. Cost $11.55 Unrealized -26.6%
NAK Northern Dynasty Minerals Ltd 0.0%
Value ($000) $67 Shares 50,000 Est. Cost $0.28 Unrealized +305.4%