WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $8,303,159 (100.0% shares, 0.0% debt)

Holdings (383)

NVDA NVIDIA CORPORATION 7.8%
Value ($000) $645,968 Shares 3,462,148 Est. Cost $92.06 Unrealized +89.3%
MSFT MICROSOFT CORP 5.6%
Value ($000) $463,456 Shares 894,788 Est. Cost $38.03 Unrealized +1237.6%
AAPL APPLE INC 5.3%
Value ($000) $438,547 Shares 1,722,290 Est. Cost $85.37 Unrealized +164.2%
ORLY OREILLY AUTOMOTIVE INC 3.7%
Value ($000) $311,022 Shares 2,884,906 Est. Cost $85.54 Unrealized +17.5%
GOOG ALPHABET INC 3.5%
Value ($000) $293,061 Shares 1,203,288 Est. Cost $107.69 Unrealized +94.9%
V VISA INC 3.0%
Value ($000) $248,258 Shares 727,217 Est. Cost $62.94 Unrealized +448.4%
JPM JPMORGAN CHASE & CO. 2.6%
Value ($000) $211,744 Shares 671,288 Est. Cost $50.58 Unrealized +485.1%
RTX RTX CORPORATION 2.3%
Value ($000) $191,010 Shares 1,141,516 Est. Cost $56.27 Unrealized +174.2%
SYK STRYKER CORPORATION 2.3%
Value ($000) $189,871 Shares 513,622 Est. Cost $60.64 Unrealized +534.1%
HD HOME DEPOT INC 2.1%
Value ($000) $173,210 Shares 427,477 Est. Cost $61.54 Unrealized +532.4%
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $149,946 Shares 161,993 Est. Cost $182.23 Unrealized +425.0%
ECL ECOLAB INC 1.6%
Value ($000) $129,695 Shares 473,582 Est. Cost $98.51 Unrealized +174.4%
LLY ELI LILLY & CO 1.5%
Value ($000) $128,334 Shares 168,196 Est. Cost $239.06 Unrealized +210.5%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $125,317 Shares 675,855 Est. Cost $70.01 Unrealized +142.1%
DHR DANAHER CORPORATION 1.5%
Value ($000) $123,335 Shares 622,089 Est. Cost $29.77 Unrealized +566.2%
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $121,057 Shares 787,875 Est. Cost $55.73 Unrealized +177.9%
AMZN AMAZON COM INC 1.5%
Value ($000) $120,791 Shares 550,124 Est. Cost $135.59 Unrealized +66.9%
TJX TJX COS INC NEW 1.4%
Value ($000) $112,848 Shares 780,740 Est. Cost $41.39 Unrealized +219.6%
FISV FISERV INC 1.4%
Value ($000) $112,475 Shares 872,375 Est. Cost $55.24 Unrealized +159.4%
CB CHUBB LIMITED 1.4%
Value ($000) $112,460 Shares 398,440 Est. Cost $126.37 Unrealized +117.8%
IDXX IDEXX LABS INC 1.3%
Value ($000) $107,925 Shares 168,926 Est. Cost $79.32 Unrealized +665.2%
GOOGL ALPHABET INC 1.3%
Value ($000) $104,327 Shares 429,151 Est. Cost $106.93 Unrealized +95.6%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $100,449 Shares 168,530 Est. Cost $369.67 Unrealized
ROP ROPER TECHNOLOGIES INC 1.2%
Value ($000) $99,605 Shares 199,734 Est. Cost $209.61 Unrealized +153.5%
MCD MCDONALDS CORP 1.1%
Value ($000) $93,481 Shares 307,613 Est. Cost $81.55 Unrealized +269.6%
META META PLATFORMS INC 1.1%
Value ($000) $92,651 Shares 126,162 Est. Cost $206.46 Unrealized +260.0%
AJG GALLAGHER ARTHUR J & CO 1.1%
Value ($000) $90,683 Shares 292,770 Est. Cost $102.46 Unrealized +193.0%
RMD RESMED INC 1.1%
Value ($000) $90,286 Shares 329,836 Est. Cost $65.04 Unrealized +318.5%
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value ($000) $86,296 Shares 220,346 Est. Cost $156.16 Unrealized +167.6%
WSO WATSCO INC 1.0%
Value ($000) $86,210 Shares 213,231 Est. Cost $183.89 Unrealized +132.5%
AMP AMERIPRISE FINL INC 1.0%
Value ($000) $85,912 Shares 174,884 Est. Cost $97.48 Unrealized +423.3%
ABT ABBOTT LABS 1.0%
Value ($000) $84,632 Shares 631,865 Est. Cost $54.36 Unrealized +140.3%
ABBV ABBVIE INC 1.0%
Value ($000) $80,662 Shares 348,371 Est. Cost $80.38 Unrealized +151.2%
MTD METTLER TOLEDO INTERNATIONAL 0.9%
Value ($000) $73,314 Shares 59,721 Est. Cost $281.31 Unrealized +345.5%
AVGO BROADCOM INC 0.8%
Value ($000) $69,898 Shares 211,870 Est. Cost $180.23 Unrealized +69.6%
IRM IRON MTN INC DEL 0.8%
Value ($000) $67,178 Shares 658,992 Est. Cost $22.00 Unrealized +330.6%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $67,079 Shares 228,549 Est. Cost $79.71 Unrealized +273.6%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $64,478 Shares 415,208 Est. Cost $84.63 Unrealized +79.9%
PEP PEPSICO INC 0.7%
Value ($000) $61,910 Shares 440,826 Est. Cost $57.48 Unrealized +144.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $60,660 Shares 120,658 Est. Cost $178.42 Unrealized +171.5%
VEA VANGUARD TAX-MANAGED FDS 0.7%
Value ($000) $58,851 Shares 982,158 Est. Cost $43.61 Unrealized
XYL XYLEM INC 0.7%
Value ($000) $58,023 Shares 393,371 Est. Cost $119.85 Unrealized +15.2%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $57,994 Shares 10,741 Est. Cost $2698.35 Unrealized +106.2%
WMT WALMART INC 0.7%
Value ($000) $54,557 Shares 529,371 Est. Cost $47.91 Unrealized +107.1%
BAC BANK AMERICA CORP 0.6%
Value ($000) $51,893 Shares 1,005,865 Est. Cost $21.72 Unrealized +122.6%
LECO LINCOLN ELEC HLDGS INC 0.6%
Value ($000) $50,789 Shares 215,364 Est. Cost $126.71 Unrealized +84.8%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $50,783 Shares 672,709 Est. Cost $65.61 Unrealized +10.1%
NOW SERVICENOW INC 0.6%
Value ($000) $49,737 Shares 54,046 Est. Cost $182.00 Unrealized +2.6%
LIN LINDE PLC 0.6%
Value ($000) $49,285 Shares 103,758 Est. Cost $335.68 Unrealized +40.2%
PAYX PAYCHEX INC 0.6%
Value ($000) $47,097 Shares 371,545 Est. Cost $25.02 Unrealized +448.3%
CSL CARLISLE COS INC 0.6%
Value ($000) $46,290 Shares 140,717 Est. Cost $255.54 Unrealized +48.0%
CSCO CISCO SYS INC 0.5%
Value ($000) $44,288 Shares 647,290 Est. Cost $28.39 Unrealized +137.3%
AOS SMITH A O CORP 0.5%
Value ($000) $43,702 Shares 595,309 Est. Cost $56.21 Unrealized +26.1%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $43,519 Shares 89,726 Est. Cost $297.36 Unrealized +56.3%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $43,513 Shares 142,474 Est. Cost $194.94 Unrealized +39.2%
EMLP FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $40,365 Shares 1,054,183 Est. Cost $23.76 Unrealized
CTAS CINTAS CORP 0.5%
Value ($000) $39,485 Shares 192,368 Est. Cost $151.55 Unrealized +40.4%
CHD CHURCH & DWIGHT CO INC 0.5%
Value ($000) $38,879 Shares 443,675 Est. Cost $42.85 Unrealized +117.7%
KMX CARMAX INC 0.4%
Value ($000) $36,714 Shares 818,220 Est. Cost $46.33 Unrealized +28.9%
AFL AFLAC INC 0.4%
Value ($000) $36,485 Shares 326,635 Est. Cost $36.80 Unrealized +183.1%
ADBE ADOBE INC 0.4%
Value ($000) $33,504 Shares 94,978 Est. Cost $378.33 Unrealized -5.2%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $32,837 Shares 291,236 Est. Cost $54.59 Unrealized +101.0%
ORCL ORACLE CORP 0.4%
Value ($000) $32,313 Shares 114,895 Est. Cost $40.46 Unrealized +528.1%
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $31,089 Shares 678,209 Est. Cost $47.10 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $30,860 Shares 702,159 Est. Cost $34.04 Unrealized +24.8%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $30,039 Shares 147,526 Est. Cost $183.64 Unrealized +4.2%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $29,150 Shares 87,759 Est. Cost $79.73 Unrealized +297.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $27,520 Shares 111,598 Est. Cost $257.82 Unrealized +1.1%
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $27,511 Shares 483,759 Est. Cost $48.76 Unrealized +20.0%
MRK MERCK & CO INC 0.3%
Value ($000) $27,424 Shares 326,753 Est. Cost $30.22 Unrealized +168.1%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $26,855 Shares 40,312 Est. Cost $383.74 Unrealized
DOV DOVER CORP 0.3%
Value ($000) $25,992 Shares 155,797 Est. Cost $44.38 Unrealized +302.5%
MCO MOODYS CORP 0.3%
Value ($000) $23,844 Shares 50,041 Est. Cost $241.77 Unrealized +107.9%
QCOM QUALCOMM INC 0.3%
Value ($000) $23,449 Shares 140,954 Est. Cost $51.13 Unrealized +207.4%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $23,035 Shares 251,938 Est. Cost $47.48 Unrealized +89.8%
GSK GSK PLC 0.3%
Value ($000) $22,383 Shares 518,597 Est. Cost $35.14 Unrealized
SHOP SHOPIFY INC 0.3%
Value ($000) $22,373 Shares 150,548 Est. Cost $71.36 Unrealized +90.0%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $21,553 Shares 264,351 Est. Cost $54.20 Unrealized +37.2%
PFF ISHARES TR 0.2%
Value ($000) $20,410 Shares 645,491 Est. Cost $36.98 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $19,153 Shares 288,794 Est. Cost $31.15 Unrealized +118.0%
EQIX EQUINIX INC 0.2%
Value ($000) $19,122 Shares 24,414 Est. Cost $734.72 Unrealized +5.4%
CMI CUMMINS INC 0.2%
Value ($000) $19,043 Shares 45,085 Est. Cost $138.03 Unrealized +175.8%
GDX VANECK ETF TRUST 0.2%
Value ($000) $17,593 Shares 230,269 Est. Cost $33.64 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $16,356 Shares 137,641 Est. Cost $106.65 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $15,381 Shares 117,254 Est. Cost $40.98 Unrealized +230.6%
CGNX COGNEX CORP 0.2%
Value ($000) $15,362 Shares 339,117 Est. Cost $35.17 Unrealized +14.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $15,353 Shares 54,413 Est. Cost $118.40 Unrealized +119.2%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $14,203 Shares 182,624 Est. Cost $59.51 Unrealized +31.3%
GE GE AEROSPACE 0.2%
Value ($000) $13,926 Shares 46,292 Est. Cost $59.81 Unrealized +356.0%
MZTI MARZETTI COMPANY 0.2%
Value ($000) $12,847 Shares 74,351 Est. Cost $98.74 Unrealized +81.7%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $12,631 Shares 103,038 Est. Cost $31.69 Unrealized +273.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $11,810 Shares 375,868 Est. Cost $32.43 Unrealized +2.3%
IVV ISHARES TR 0.1%
Value ($000) $11,679 Shares 17,450 Est. Cost $466.03 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $10,929 Shares 111,941 Est. Cost $13.92 Unrealized +643.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $9,379 Shares 27,088 Est. Cost $194.71 Unrealized +80.5%
PFE PFIZER INC 0.1%
Value ($000) $9,316 Shares 365,618 Est. Cost $16.46 Unrealized +46.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $9,278 Shares 19,444 Est. Cost $67.72 Unrealized +528.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $9,252 Shares 33,924 Est. Cost $114.98 Unrealized +148.3%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $9,019 Shares 36,523 Est. Cost $22.99 Unrealized +908.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $8,918 Shares 18,075 Est. Cost $565.30 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $8,911 Shares 47,610 Est. Cost $109.27 Unrealized +68.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $8,659 Shares 88,380 Est. Cost $93.52 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $8,544 Shares 143,107 Est. Cost $17.60 Unrealized +284.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $8,301 Shares 98,122 Est. Cost $64.33 Unrealized +37.7%
MMM 3M CO 0.1%
Value ($000) $8,091 Shares 52,141 Est. Cost $64.36 Unrealized +137.9%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $7,908 Shares 110,797 Est. Cost $51.53 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $7,884 Shares 13,860 Est. Cost $209.15 Unrealized +174.2%
RPM RPM INTL INC 0.1%
Value ($000) $7,866 Shares 66,729 Est. Cost $65.11 Unrealized +84.3%
NVS NOVARTIS AG 0.1%
Value ($000) $7,841 Shares 61,146 Est. Cost $76.78 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $7,832 Shares 63,288 Est. Cost $48.54 Unrealized +146.8%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $7,254 Shares 52,114 Est. Cost $129.55 Unrealized +8.1%
AMGN AMGEN INC 0.1%
Value ($000) $7,099 Shares 25,156 Est. Cost $128.42 Unrealized +123.2%
MDB MONGODB INC 0.1%
Value ($000) $7,040 Shares 22,683 Est. Cost $343.52 Unrealized -25.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $7,013 Shares 33,895 Est. Cost $113.75 Unrealized +77.2%
GEV GE VERNOVA INC 0.1%
Value ($000) $6,927 Shares 11,265 Est. Cost $160.28 Unrealized +277.8%
IWM ISHARES TR 0.1%
Value ($000) $6,715 Shares 27,754 Est. Cost $181.05 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $6,643 Shares 27,035 Est. Cost $76.52 Unrealized +212.3%
LQD ISHARES TR 0.1%
Value ($000) $6,496 Shares 58,279 Est. Cost $114.57 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $6,322 Shares 86,883 Est. Cost $34.31 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $5,823 Shares 22,330 Est. Cost $116.30 Unrealized +121.3%
HLN HALEON PLC 0.1%
Value ($000) $5,772 Shares 643,501 Est. Cost $8.00 Unrealized
BALL BALL CORP 0.1%
Value ($000) $5,748 Shares 114,001 Est. Cost $62.46 Unrealized -14.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $5,689 Shares 9,475 Est. Cost $277.79 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $5,444 Shares 66,110 Est. Cost $26.36 Unrealized +199.1%
TIP ISHARES TR 0.1%
Value ($000) $5,148 Shares 46,288 Est. Cost $116.31 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $5,101 Shares 27,764 Est. Cost $42.48 Unrealized +355.0%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $4,990 Shares 19,841 Est. Cost $194.72 Unrealized +40.5%
INTC INTEL CORP 0.1%
Value ($000) $4,922 Shares 146,706 Est. Cost $18.31 Unrealized +32.3%
OEF ISHARES TR 0.1%
Value ($000) $4,838 Shares 14,536 Est. Cost $163.46 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $4,542 Shares 39,153 Est. Cost $47.84 Unrealized +130.1%
IWO ISHARES TR 0.1%
Value ($000) $4,476 Shares 13,985 Est. Cost $210.52 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $4,396 Shares 97,478 Est. Cost $36.04 Unrealized +26.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $4,325 Shares 37,775 Est. Cost $82.53 Unrealized +41.8%
IJH ISHARES TR 0.1%
Value ($000) $4,252 Shares 65,162 Est. Cost $89.57 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $4,240 Shares 44,515 Est. Cost $77.18 Unrealized +18.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $4,197 Shares 9,384 Est. Cost $281.47 Unrealized +70.5%
UNP UNION PAC CORP 0.1%
Value ($000) $4,157 Shares 17,586 Est. Cost $91.88 Unrealized +142.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $4,112 Shares 51,435 Est. Cost $53.18 Unrealized +59.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $4,083 Shares 80,973 Est. Cost $37.22 Unrealized +32.9%
ROL ROLLINS INC 0.0%
Value ($000) $4,045 Shares 68,856 Est. Cost $39.36 Unrealized +43.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3,975 Shares 23,347 Est. Cost $68.23 Unrealized +116.6%
T AT&T INC 0.0%
Value ($000) $3,779 Shares 133,831 Est. Cost $15.71 Unrealized +78.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3,721 Shares 44,398 Est. Cost $29.43 Unrealized +173.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3,665 Shares 7,342 Est. Cost $259.44 Unrealized +72.7%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $3,635 Shares 43,520 Est. Cost $67.67 Unrealized +30.2%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $3,616 Shares 45,234 Est. Cost $43.60 Unrealized +72.2%
LOW LOWES COS INC 0.0%
Value ($000) $3,592 Shares 14,293 Est. Cost $59.93 Unrealized +307.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $3,437 Shares 21,191 Est. Cost $62.84 Unrealized +162.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $3,388 Shares 50,264 Est. Cost $28.06 Unrealized +127.7%
INTU INTUIT 0.0%
Value ($000) $3,313 Shares 4,851 Est. Cost $251.21 Unrealized +186.4%
IWB ISHARES TR 0.0%
Value ($000) $3,306 Shares 9,045 Est. Cost $173.03 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $3,279 Shares 18,735 Est. Cost $116.78 Unrealized +43.3%
FAST FASTENAL CO 0.0%
Value ($000) $3,246 Shares 66,184 Est. Cost $32.43 Unrealized +44.7%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $3,156 Shares 5,154 Est. Cost $503.87 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $3,125 Shares 58,933 Est. Cost $65.66 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $3,067 Shares 21,900 Est. Cost $101.14 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,989 Shares 26,924 Est. Cost $40.65 Unrealized +176.3%
DE DEERE & CO 0.0%
Value ($000) $2,949 Shares 6,449 Est. Cost $204.49 Unrealized +139.4%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $2,938 Shares 11,554 Est. Cost $193.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2,933 Shares 54,135 Est. Cost $43.35 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $2,909 Shares 59,376 Est. Cost $32.64 Unrealized +50.7%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2,885 Shares 9,821 Est. Cost $217.48 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $2,839 Shares 25,324 Est. Cost $90.18 Unrealized +30.8%
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $2,821 Shares 145,856 Est. Cost $20.19 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $2,641 Shares 14,161 Est. Cost $140.85 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $2,630 Shares 5,615 Est. Cost $254.56 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $2,586 Shares 27,337 Est. Cost $54.20 Unrealized +72.1%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,553 Shares 93,510 Est. Cost $39.88 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $2,534 Shares 14,831 Est. Cost $88.28 Unrealized +92.0%
EFA ISHARES TR 0.0%
Value ($000) $2,522 Shares 27,013 Est. Cost $66.96 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $2,520 Shares 8,742 Est. Cost $198.52 Unrealized +47.7%
CHEF CHEFS WHSE INC 0.0%
Value ($000) $2,468 Shares 42,305 Est. Cost $29.12 Unrealized +118.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $2,347 Shares 12,175 Est. Cost $42.09 Unrealized +314.5%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $2,310 Shares 29,279 Est. Cost $81.56 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $2,301 Shares 10,931 Est. Cost $118.93 Unrealized +74.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2,295 Shares 18,458 Est. Cost $91.55 Unrealized +38.5%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $2,278 Shares 205,784 Est. Cost $11.84 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,228 Shares 37,189 Est. Cost $59.83 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $2,204 Shares 22,832 Est. Cost $66.97 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $2,181 Shares 4,904 Est. Cost $250.59 Unrealized +38.4%
HUBB HUBBELL INC 0.0%
Value ($000) $2,163 Shares 5,027 Est. Cost $104.85 Unrealized +308.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2,158 Shares 4,434 Est. Cost $449.53 Unrealized +18.8%
CRM SALESFORCE INC 0.0%
Value ($000) $2,126 Shares 8,972 Est. Cost $188.45 Unrealized +33.4%
BLK BLACKROCK INC 0.0%
Value ($000) $2,053 Shares 1,761 Est. Cost $990.07 Unrealized +12.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $1,955 Shares 6,563 Est. Cost $204.35 Unrealized +37.7%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1,934 Shares 2,551 Est. Cost $209.39 Unrealized +251.1%
USMV ISHARES TR 0.0%
Value ($000) $1,819 Shares 19,116 Est. Cost $59.73 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,815 Shares 8,221 Est. Cost $105.25 Unrealized +112.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,809 Shares 2,969 Est. Cost $86.94 Unrealized +547.9%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $1,796 Shares 37,420 Est. Cost $27.26 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,792 Shares 18,998 Est. Cost $64.08 Unrealized +49.8%
AGG ISHARES TR 0.0%
Value ($000) $1,787 Shares 17,821 Est. Cost $100.45 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,756 Shares 8,741 Est. Cost $86.38 Unrealized +126.6%
MAS MASCO CORP 0.0%
Value ($000) $1,700 Shares 24,149 Est. Cost $32.96 Unrealized +112.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,540 Shares 8,005 Est. Cost $164.00 Unrealized +24.7%
VLTO VERALTO CORP 0.0%
Value ($000) $1,535 Shares 14,397 Est. Cost $73.75 Unrealized +42.7%
DVY ISHARES TR 0.0%
Value ($000) $1,528 Shares 10,756 Est. Cost $86.41 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $1,475 Shares 5,280 Est. Cost $72.30 Unrealized +270.8%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,473 Shares 10,334 Est. Cost $115.06 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,460 Shares 32,456 Est. Cost $31.05 Unrealized +51.8%
IWD ISHARES TR 0.0%
Value ($000) $1,455 Shares 7,145 Est. Cost $156.99 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,452 Shares 21,984 Est. Cost $36.04 Unrealized +70.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,419 Shares 4,160 Est. Cost $160.31 Unrealized +95.7%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1,403 Shares 6,602 Est. Cost $99.15 Unrealized +119.7%
NBN NORTHEAST BK PORTLAND ME 0.0%
Value ($000) $1,402 Shares 14,000 Est. Cost $21.29 Unrealized +379.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,398 Shares 6,937 Est. Cost $113.66 Unrealized +79.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1,385 Shares 6,767 Est. Cost $58.78 Unrealized +207.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,382 Shares 6,439 Est. Cost $65.87 Unrealized +203.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,346 Shares 11,748 Est. Cost $38.09 Unrealized +181.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,284 Shares 17,030 Est. Cost $53.61 Unrealized +26.5%
ETN EATON CORP PLC 0.0%
Value ($000) $1,256 Shares 3,356 Est. Cost $201.41 Unrealized +80.4%
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $1,247 Shares 34,001 Est. Cost $15.54 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $1,240 Shares 50,000 Est. Cost $25.56 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $1,216 Shares 13,925 Est. Cost $72.04 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,196 Shares 21,546 Est. Cost $81.02 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $1,174 Shares 24,297 Est. Cost $24.46 Unrealized +89.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $1,130 Shares 1,419 Est. Cost $302.66 Unrealized +142.8%
WAT WATERS CORP 0.0%
Value ($000) $1,121 Shares 3,738 Est. Cost $116.01 Unrealized +160.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1,115 Shares 3,228 Est. Cost $296.87 Unrealized +0.7%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,089 Shares 3,864 Est. Cost $137.77 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1,085 Shares 17,364 Est. Cost $48.40 Unrealized +31.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,065 Shares 23,295 Est. Cost $35.40 Unrealized +25.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $1,058 Shares 3,224 Est. Cost $276.85 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $1,057 Shares 17,339 Est. Cost $47.31 Unrealized +17.4%
GLD SPDR GOLD TR 0.0%
Value ($000) $1,024 Shares 2,882 Est. Cost $184.74 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $976 Shares 5,550 Est. Cost $55.00 Unrealized +230.7%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $976 Shares 13,118 Est. Cost $72.39 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $969 Shares 7,123 Est. Cost $61.61 Unrealized +105.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $947 Shares 3,975 Est. Cost $61.74 Unrealized +300.5%
MS MORGAN STANLEY 0.0%
Value ($000) $938 Shares 5,898 Est. Cost $69.08 Unrealized +112.0%
IVW ISHARES TR 0.0%
Value ($000) $928 Shares 7,689 Est. Cost $85.84 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $911 Shares 29,133 Est. Cost $34.13 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $911 Shares 9,244 Est. Cost $71.09 Unrealized +38.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $909 Shares 5,617 Est. Cost $108.87 Unrealized +48.2%
UNILEVER PLC 0.0%
Value ($000) $897 Shares 15,136 Est. Cost $57.79 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $874 Shares 11,219 Est. Cost $26.81 Unrealized +16.2%
RAL RALLIANT CORP 0.0%
Value ($000) $854 Shares 19,535 Est. Cost $44.46 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $846 Shares 10,838 Est. Cost $82.37 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $835 Shares 3,500 Est. Cost $136.54 Unrealized +61.4%
CSX CSX CORP 0.0%
Value ($000) $829 Shares 23,359 Est. Cost $27.00 Unrealized +25.7%
EEM ISHARES TR 0.0%
Value ($000) $813 Shares 15,232 Est. Cost $41.46 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $806 Shares 8,403 Est. Cost $88.82 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $800 Shares 10,647 Est. Cost $71.62 Unrealized +4.1%
CTVA CORTEVA INC 0.0%
Value ($000) $794 Shares 11,737 Est. Cost $39.17 Unrealized +84.2%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $789 Shares 3,007 Est. Cost $350.09 Unrealized -30.6%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $775 Shares 58,966 Est. Cost $17.12 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $757 Shares 10,500 Est. Cost $33.08 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $754 Shares 1 Est. Cost $485492.47 Unrealized +49.7%
KKR KKR & CO INC 0.0%
Value ($000) $751 Shares 5,781 Est. Cost $53.34 Unrealized +165.6%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $732 Shares 981 Est. Cost $609.60 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $729 Shares 2,611 Est. Cost $98.73 Unrealized +169.3%
ASML ASML HOLDING N V 0.0%
Value ($000) $726 Shares 750 Est. Cost $801.39 Unrealized
NKE NIKE INC 0.0%
Value ($000) $705 Shares 10,108 Est. Cost $88.52 Unrealized -16.6%
STE STERIS PLC 0.0%
Value ($000) $689 Shares 2,786 Est. Cost $189.61 Unrealized +26.0%
IT GARTNER INC 0.0%
Value ($000) $683 Shares 2,600 Est. Cost $59.25 Unrealized +392.2%
URI UNITED RENTALS INC 0.0%
Value ($000) $675 Shares 707 Est. Cost $318.25 Unrealized +179.2%
HSY HERSHEY CO 0.0%
Value ($000) $660 Shares 3,530 Est. Cost $90.61 Unrealized +98.3%
IWN ISHARES TR 0.0%
Value ($000) $659 Shares 3,725 Est. Cost $129.55 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $638 Shares 4,781 Est. Cost $61.09 Unrealized +108.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $628 Shares 1,281 Est. Cost $309.11 Unrealized +47.1%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $628 Shares 4,214 Est. Cost $88.76 Unrealized +85.9%
SO SOUTHERN CO 0.0%
Value ($000) $620 Shares 6,546 Est. Cost $42.62 Unrealized +116.4%
WDAY WORKDAY INC 0.0%
Value ($000) $590 Shares 2,452 Est. Cost $93.10 Unrealized +148.4%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $590 Shares 2,272 Est. Cost $251.84 Unrealized
WAB WABTEC 0.0%
Value ($000) $588 Shares 2,931 Est. Cost $103.33 Unrealized +90.6%
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $579 Shares 19,550 Est. Cost $12.65 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $572 Shares 6,790 Est. Cost $34.10 Unrealized +103.5%
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $572 Shares 2,493 Est. Cost $82.23 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $561 Shares 7,836 Est. Cost $53.31 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $558 Shares 6,216 Est. Cost $81.19 Unrealized +19.1%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $544 Shares 2,771 Est. Cost $76.07 Unrealized +139.4%
IVE ISHARES TR 0.0%
Value ($000) $537 Shares 2,600 Est. Cost $129.77 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $532 Shares 10,545 Est. Cost $24.81 Unrealized +85.9%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $523 Shares 1,000 Est. Cost $272.43 Unrealized +106.0%
NTAP NETAPP INC 0.0%
Value ($000) $515 Shares 4,344 Est. Cost $46.56 Unrealized +137.9%
JILL J JILL INC 0.0%
Value ($000) $511 Shares 29,825 Est. Cost $13.46 Unrealized +21.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $501 Shares 4,456 Est. Cost $72.89 Unrealized +48.4%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $499 Shares 1,516 Est. Cost $140.32 Unrealized +129.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $499 Shares 4,356 Est. Cost $101.20 Unrealized +7.0%
DCI DONALDSON INC 0.0%
Value ($000) $488 Shares 5,965 Est. Cost $49.40 Unrealized +51.4%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $483 Shares 7,222 Est. Cost $75.90 Unrealized -9.0%
BLD TOPBUILD CORP 0.0%
Value ($000) $476 Shares 1,219 Est. Cost $196.88 Unrealized +102.7%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $463 Shares 2,145 Est. Cost $158.37 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $457 Shares 6,428 Est. Cost $57.30 Unrealized +12.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $453 Shares 21,659 Est. Cost $20.78 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $447 Shares 4,506 Est. Cost $41.38 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $445 Shares 4,657 Est. Cost $67.53 Unrealized +40.0%
DNA GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $437 Shares 30,000 Est. Cost $10.02 Unrealized +19.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $430 Shares 3,102 Est. Cost $81.06 Unrealized +63.3%
ABNB AIRBNB INC 0.0%
Value ($000) $427 Shares 3,515 Est. Cost $148.05 Unrealized -12.6%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $422 Shares 911 Est. Cost $307.00 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $421 Shares 442 Est. Cost $321.54 Unrealized +211.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $419 Shares 2,489 Est. Cost $122.53 Unrealized +45.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $417 Shares 6,575 Est. Cost $55.52 Unrealized +4.1%
EBAY EBAY INC. 0.0%
Value ($000) $414 Shares 4,549 Est. Cost $48.80 Unrealized +80.3%
SOXX ISHARES TR 0.0%
Value ($000) $409 Shares 1,509 Est. Cost $294.17 Unrealized
BP BP PLC 0.0%
Value ($000) $408 Shares 11,853 Est. Cost $36.53 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $407 Shares 2,955 Est. Cost $79.69 Unrealized +36.9%
EME EMCOR GROUP INC 0.0%
Value ($000) $407 Shares 626 Est. Cost $377.55 Unrealized +60.6%
MTB M & T BK CORP 0.0%
Value ($000) $404 Shares 2,046 Est. Cost $108.22 Unrealized +79.0%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $402 Shares 1,525 Est. Cost $119.65 Unrealized +121.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $402 Shares 838 Est. Cost $335.83 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $395 Shares 24,345 Est. Cost $21.04 Unrealized -4.6%
FLOT ISHARES TR 0.0%
Value ($000) $391 Shares 7,650 Est. Cost $50.70 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $389 Shares 1,193 Est. Cost $231.36 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $378 Shares 2,806 Est. Cost $195.73 Unrealized -19.5%
NFLX NETFLIX INC 0.0%
Value ($000) $369 Shares 308 Est. Cost $70.23 Unrealized +73.8%
ADSK AUTODESK INC 0.0%
Value ($000) $357 Shares 1,125 Est. Cost $283.70 Unrealized +7.4%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $356 Shares 2,111 Est. Cost $115.22 Unrealized +18.8%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $355 Shares 1,016 Est. Cost $275.68 Unrealized +24.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $355 Shares 4,250 Est. Cost $67.77 Unrealized +22.1%
PPG PPG INDS INC 0.0%
Value ($000) $345 Shares 3,279 Est. Cost $93.62 Unrealized +17.5%
TELFY TELEFONICA S A 0.0%
Value ($000) $344 Shares 67,720 Est. Cost $4.02 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $340 Shares 7,800 Est. Cost $23.20 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $340 Shares 440 Est. Cost $703.60 Unrealized -0.1%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $340 Shares 2,746 Est. Cost $81.39 Unrealized +34.4%
GL GLOBE LIFE INC 0.0%
Value ($000) $340 Shares 2,375 Est. Cost $94.86 Unrealized +42.6%
ENTG ENTEGRIS INC 0.0%
Value ($000) $338 Shares 3,659 Est. Cost $90.03 Unrealized -5.7%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $336 Shares 7,263 Est. Cost $39.08 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $335 Shares 1,839 Est. Cost $117.28 Unrealized +38.2%
KLAC KLA CORP 0.0%
Value ($000) $331 Shares 307 Est. Cost $412.89 Unrealized +125.3%
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $321 Shares 6,099 Est. Cost $42.49 Unrealized +29.8%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $320 Shares 2,380 Est. Cost $57.27 Unrealized +122.4%
MORN MORNINGSTAR INC 0.0%
Value ($000) $319 Shares 1,374 Est. Cost $135.86 Unrealized +96.2%
BA BOEING CO 0.0%
Value ($000) $317 Shares 1,469 Est. Cost $151.58 Unrealized +48.7%
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $305 Shares 2,600 Est. Cost $83.00 Unrealized +45.4%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $304 Shares 1,325 Est. Cost $157.73 Unrealized +47.9%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $303 Shares 3,800 Est. Cost $77.50 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $302 Shares 10,658 Est. Cost $26.70 Unrealized +1.0%
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $299 Shares 3,540 Est. Cost $53.36 Unrealized +47.7%
IBB ISHARES TR 0.0%
Value ($000) $297 Shares 2,057 Est. Cost $173.42 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $297 Shares 987 Est. Cost $210.52 Unrealized +31.1%
LNN LINDSAY CORP 0.0%
Value ($000) $295 Shares 2,100 Est. Cost $145.90 Unrealized -5.3%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $294 Shares 1,552 Est. Cost $165.88 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $293 Shares 1,793 Est. Cost $125.90 Unrealized +25.5%
FORM FORMFACTOR INC 0.0%
Value ($000) $291 Shares 8,000 Est. Cost $28.65 Unrealized +12.3%
DOW DOW INC 0.0%
Value ($000) $289 Shares 12,607 Est. Cost $41.02 Unrealized -40.7%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $286 Shares 2,419 Est. Cost $71.05 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $285 Shares 5,119 Est. Cost $61.46 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $284 Shares 3,889 Est. Cost $56.02 Unrealized +34.0%
ZTS ZOETIS INC 0.0%
Value ($000) $281 Shares 1,922 Est. Cost $157.38 Unrealized -4.4%
UNM UNUM GROUP 0.0%
Value ($000) $278 Shares 3,572 Est. Cost $54.30 Unrealized +38.0%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $274 Shares 3,731 Est. Cost $69.09 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $273 Shares 6,502 Est. Cost $24.17 Unrealized +70.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $273 Shares 7,930 Est. Cost $49.85 Unrealized -31.1%
HPQ HP INC 0.0%
Value ($000) $272 Shares 10,000 Est. Cost $27.31 Unrealized -4.3%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $272 Shares 884 Est. Cost $269.70 Unrealized
MET METLIFE INC 0.0%
Value ($000) $270 Shares 3,278 Est. Cost $32.77 Unrealized +137.8%
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value ($000) $265 Shares 125,628 Est. Cost $1.77 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $263 Shares 10,700 Est. Cost $15.64 Unrealized +39.9%
FLEX FLEX LTD 0.0%
Value ($000) $261 Shares 4,508 Est. Cost $38.97 Unrealized +36.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $248 Shares 1,481 Est. Cost $127.82 Unrealized 0.0%
IEF ISHARES TR 0.0%
Value ($000) $247 Shares 2,565 Est. Cost $98.12 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $247 Shares 3,380 Est. Cost $62.12 Unrealized +18.0%
TXT TEXTRON INC 0.0%
Value ($000) $243 Shares 2,880 Est. Cost $74.34 Unrealized +9.5%
ESGD ISHARES TR 0.0%
Value ($000) $242 Shares 2,605 Est. Cost $82.13 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $242 Shares 6,000 Est. Cost $33.76 Unrealized +12.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $237 Shares 3,870 Est. Cost $51.16 Unrealized +14.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $233 Shares 7,290 Est. Cost $30.26 Unrealized +3.5%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $229 Shares 174 Est. Cost $1229.53 Unrealized +11.0%
DEA EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $227 Shares 9,910 Est. Cost $22.20 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $225 Shares 805 Est. Cost $269.33 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $225 Shares 3,455 Est. Cost $65.00 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $224 Shares 2,320 Est. Cost $97.77 Unrealized +1.4%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $220 Shares 625 Est. Cost $344.03 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $219 Shares 613 Est. Cost $287.55 Unrealized +25.7%
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $217 Shares 2,775 Est. Cost $67.59 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $214 Shares 3,190 Est. Cost $188.65 Unrealized -62.7%
HUBS HUBSPOT INC 0.0%
Value ($000) $213 Shares 456 Est. Cost $208.21 Unrealized +141.6%
B BARRICK MNG CORP 0.0%
Value ($000) $213 Shares 6,500 Est. Cost $25.15 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value ($000) $212 Shares 1,456 Est. Cost $145.65 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $209 Shares 6,502 Est. Cost $32.12 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $206 Shares 2,526 Est. Cost $81.58 Unrealized 0.0%
UBS UBS GROUP AG 0.0%
Value ($000) $205 Shares 5,008 Est. Cost $38.84 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $204 Shares 324 Est. Cost $594.66 Unrealized 0.0%
DGRO ISHARES TR 0.0%
Value ($000) $204 Shares 2,998 Est. Cost $68.08 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $202 Shares 465 Est. Cost $435.46 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $202 Shares 1,510 Est. Cost $148.38 Unrealized -3.4%
MPLX MPLX LP 0.0%
Value ($000) $201 Shares 4,029 Est. Cost $53.52 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $200 Shares 1,942 Est. Cost $103.07 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $105 Shares 11,500 Est. Cost $9.48 Unrealized
AMCOR PLC 0.0%
Value ($000) $94 Shares 11,500 Est. Cost $10.22 Unrealized -12.3%
CMPX COMPASS THERAPEUTICS INC 0.0%
Value ($000) $53 Shares 15,000 Est. Cost $3.16 Unrealized 0.0%