CAPITAL ADVISORS INC/OK Diversified Active

CIK: 0000860828 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $5,981,201 (100.0% shares, 0.0% debt)

Holdings (342)

PEP PEPSICO INC 5.2%
Value ($000) $311,206 Shares 2,215,939 Est. Cost $100.17 Unrealized +40.2%
MSFT MICROSOFT CORP 4.6%
Value ($000) $274,948 Shares 530,838 Est. Cost $167.41 Unrealized +203.9%
NVDA NVIDIA CORPORATION 4.2%
Value ($000) $252,450 Shares 1,441,604 Est. Cost $107.94 Unrealized +61.5%
AAPL APPLE INC 3.6%
Value ($000) $216,327 Shares 860,996 Est. Cost $129.54 Unrealized +74.1%
JPM JPMORGAN CHASE & CO. 3.0%
Value ($000) $176,888 Shares 560,784 Est. Cost $132.42 Unrealized +123.5%
AMZN AMAZON COM INC 2.7%
Value ($000) $162,725 Shares 741,109 Est. Cost $133.13 Unrealized +70.0%
WMB WILLIAMS COS INC 2.4%
Value ($000) $144,615 Shares 2,282,792 Est. Cost $20.55 Unrealized +181.4%
GOOG ALPHABET INC 2.3%
Value ($000) $135,494 Shares 556,330 Est. Cost $116.50 Unrealized +80.2%
ACWI ISHARES TR 2.2%
Value ($000) $132,369 Shares 957,528 Est. Cost $114.42 Unrealized
IBDU ISHARES TR 1.8%
Value ($000) $109,540 Shares 4,667,225 Est. Cost $22.92 Unrealized
IBDS ISHARES TR 1.8%
Value ($000) $107,318 Shares 4,409,133 Est. Cost $24.81 Unrealized
CVX CHEVRON CORP NEW 1.5%
Value ($000) $92,258 Shares 594,103 Est. Cost $100.03 Unrealized +52.2%
SO SOUTHERN CO 1.5%
Value ($000) $90,123 Shares 950,962 Est. Cost $57.09 Unrealized +61.5%
ABBV ABBVIE INC 1.5%
Value ($000) $88,367 Shares 381,648 Est. Cost $98.86 Unrealized +104.3%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $84,462 Shares 749,111 Est. Cost $64.65 Unrealized +69.7%
IBDT ISHARES TR 1.4%
Value ($000) $81,970 Shares 3,212,010 Est. Cost $24.98 Unrealized
MS MORGAN STANLEY 1.4%
Value ($000) $80,759 Shares 508,043 Est. Cost $80.97 Unrealized +80.9%
AMAT APPLIED MATLS INC 1.3%
Value ($000) $79,390 Shares 405,365 Est. Cost $111.08 Unrealized +62.7%
SPG SIMON PPTY GROUP INC NEW 1.3%
Value ($000) $75,062 Shares 399,969 Est. Cost $101.97 Unrealized +65.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $75,015 Shares 149,212 Est. Cost $310.41 Unrealized +56.0%
IBDV ISHARES TR 1.1%
Value ($000) $65,206 Shares 2,943,852 Est. Cost $21.40 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $64,502 Shares 228,602 Est. Cost $135.78 Unrealized +91.2%
IBDW ISHARES TR 1.1%
Value ($000) $63,484 Shares 2,991,693 Est. Cost $21.22 Unrealized
PANW PALO ALTO NETWORKS INC 1.1%
Value ($000) $63,333 Shares 311,036 Est. Cost $182.16 Unrealized +5.1%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $63,211 Shares 104,792 Est. Cost $555.41 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $62,699 Shares 1,090,035 Est. Cost $53.04 Unrealized
HON HONEYWELL INTL INC 1.0%
Value ($000) $62,023 Shares 294,646 Est. Cost $162.06 Unrealized +27.8%
GLW CORNING INC 1.0%
Value ($000) $61,918 Shares 754,819 Est. Cost $34.81 Unrealized +86.6%
JEPI J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $61,318 Shares 1,073,871 Est. Cost $55.61 Unrealized
SYK STRYKER CORPORATION 1.0%
Value ($000) $60,732 Shares 164,288 Est. Cost $257.03 Unrealized +49.6%
CSCO CISCO SYS INC 1.0%
Value ($000) $59,590 Shares 870,944 Est. Cost $44.14 Unrealized +52.7%
SPIB SPDR SERIES TRUST 1.0%
Value ($000) $59,462 Shares 1,754,572 Est. Cost $33.51 Unrealized
BN BROOKFIELD CORP 1.0%
Value ($000) $57,673 Shares 840,956 Est. Cost $23.73 Unrealized +86.3%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $57,365 Shares 1,305,230 Est. Cost $37.88 Unrealized +12.2%
TOTL SSGA ACTIVE ETF TR 0.9%
Value ($000) $56,553 Shares 1,393,972 Est. Cost $48.68 Unrealized
MDT MEDTRONIC PLC 0.9%
Value ($000) $56,213 Shares 590,228 Est. Cost $84.30 Unrealized +8.3%
CEG CONSTELLATION ENERGY CORP 0.9%
Value ($000) $56,004 Shares 170,190 Est. Cost $112.50 Unrealized +186.4%
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $55,834 Shares 1,030,525 Est. Cost $44.81 Unrealized
ISRG INTUITIVE SURGICAL INC 0.9%
Value ($000) $54,918 Shares 122,796 Est. Cost $308.53 Unrealized +55.5%
DASH DOORDASH INC 0.9%
Value ($000) $54,688 Shares 201,067 Est. Cost $99.40 Unrealized +152.3%
SCHF SCHWAB STRATEGIC TR 0.9%
Value ($000) $54,445 Shares 2,338,709 Est. Cost $25.23 Unrealized
CCJ CAMECO CORP 0.9%
Value ($000) $54,372 Shares 648,370 Est. Cost $34.24 Unrealized +126.0%
GEV GE VERNOVA INC 0.9%
Value ($000) $52,966 Shares 86,138 Est. Cost $158.77 Unrealized +281.4%
EQT EQT CORP 0.9%
Value ($000) $52,809 Shares 970,211 Est. Cost $36.21 Unrealized +45.3%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $52,744 Shares 343,273 Est. Cost $101.07 Unrealized +53.3%
SE SEA LTD 0.8%
Value ($000) $50,300 Shares 281,430 Est. Cost $102.19 Unrealized
BA BOEING CO 0.8%
Value ($000) $49,930 Shares 231,339 Est. Cost $190.22 Unrealized +18.5%
JMBS JANUS DETROIT STR TR 0.8%
Value ($000) $49,302 Shares 1,079,516 Est. Cost $49.92 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $48,897 Shares 737,291 Est. Cost $48.34 Unrealized +40.5%
ENB ENBRIDGE INC 0.8%
Value ($000) $48,026 Shares 951,773 Est. Cost $40.07 Unrealized +15.1%
V VISA INC 0.8%
Value ($000) $47,743 Shares 139,853 Est. Cost $171.05 Unrealized +101.8%
MELI MERCADOLIBRE INC 0.8%
Value ($000) $45,607 Shares 19,516 Est. Cost $1990.85 Unrealized +20.6%
HD HOME DEPOT INC 0.7%
Value ($000) $44,114 Shares 108,872 Est. Cost $265.94 Unrealized +46.3%
ECL ECOLAB INC 0.7%
Value ($000) $43,470 Shares 158,730 Est. Cost $174.79 Unrealized +54.7%
DHR DANAHER CORPORATION 0.7%
Value ($000) $43,048 Shares 217,130 Est. Cost $166.61 Unrealized +19.1%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $42,555 Shares 192,705 Est. Cost $134.22 Unrealized +66.6%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $41,182 Shares 117,822 Est. Cost $342.47 Unrealized +0.3%
O REALTY INCOME CORP 0.7%
Value ($000) $41,009 Shares 674,603 Est. Cost $53.46 Unrealized +6.5%
VLTO VERALTO CORP 0.7%
Value ($000) $40,609 Shares 380,910 Est. Cost $89.70 Unrealized +17.3%
PRU PRUDENTIAL FINL INC 0.7%
Value ($000) $39,878 Shares 384,404 Est. Cost $108.60 Unrealized -4.9%
UNILEVER PLC 0.7%
Value ($000) $39,804 Shares 671,461 Est. Cost $55.58 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $39,121 Shares 1,535,361 Est. Cost $24.76 Unrealized -2.5%
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $38,860 Shares 990,822 Est. Cost $36.90 Unrealized +17.1%
PAYX PAYCHEX INC 0.6%
Value ($000) $37,613 Shares 296,723 Est. Cost $91.56 Unrealized +49.8%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $37,349 Shares 203,283 Est. Cost $138.19 Unrealized +39.9%
TSLA TESLA INC 0.6%
Value ($000) $37,188 Shares 83,620 Est. Cost $288.94 Unrealized +20.0%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $36,634 Shares 373,926 Est. Cost $40.96 Unrealized +128.3%
AVGO BROADCOM INC 0.6%
Value ($000) $35,279 Shares 106,937 Est. Cost $141.86 Unrealized +115.5%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $34,918 Shares 141,596 Est. Cost $257.98 Unrealized +1.0%
RIO RIO TINTO PLC 0.6%
Value ($000) $34,353 Shares 520,428 Est. Cost $70.22 Unrealized
SCCO SOUTHERN COPPER CORP 0.6%
Value ($000) $34,276 Shares 282,432 Est. Cost $52.18 Unrealized +87.3%
ARCC ARES CAPITAL CORP 0.5%
Value ($000) $31,744 Shares 1,555,309 Est. Cost $12.37 Unrealized +72.5%
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $30,426 Shares 507,769 Est. Cost $56.85 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $30,383 Shares 60,862 Est. Cost $339.52 Unrealized +32.0%
GIS GENERAL MLS INC 0.5%
Value ($000) $29,311 Shares 581,343 Est. Cost $50.84 Unrealized -2.7%
SPSB SPDR SERIES TRUST 0.5%
Value ($000) $28,497 Shares 940,810 Est. Cost $29.86 Unrealized
BX BLACKSTONE INC 0.5%
Value ($000) $28,200 Shares 165,056 Est. Cost $65.70 Unrealized +157.9%
ETN EATON CORP PLC 0.5%
Value ($000) $28,150 Shares 75,217 Est. Cost $115.24 Unrealized +215.2%
IJR ISHARES TR 0.4%
Value ($000) $26,550 Shares 223,431 Est. Cost $102.06 Unrealized
WSO WATSCO INC 0.4%
Value ($000) $25,409 Shares 62,848 Est. Cost $238.46 Unrealized +79.3%
ABNB AIRBNB INC 0.4%
Value ($000) $23,692 Shares 195,123 Est. Cost $125.57 Unrealized +3.0%
IONQ IONQ INC 0.3%
Value ($000) $20,886 Shares 339,605 Est. Cost $25.33 Unrealized +85.7%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $19,527 Shares 417,164 Est. Cost $42.57 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $17,843 Shares 24,297 Est. Cost $386.44 Unrealized +92.3%
OWL BLUE OWL CAPITAL INC 0.3%
Value ($000) $17,727 Shares 1,047,050 Est. Cost $19.02 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $13,008 Shares 51,157 Est. Cost $246.48 Unrealized
RWR SPDR SERIES TRUST 0.2%
Value ($000) $11,865 Shares 118,311 Est. Cost $100.29 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $11,499 Shares 87,658 Est. Cost $85.47 Unrealized +58.5%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $9,067 Shares 24,960 Est. Cost $379.04 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $9,041 Shares 32,145 Est. Cost $132.14 Unrealized +92.3%
IVW ISHARES TR 0.1%
Value ($000) $8,589 Shares 71,147 Est. Cost $74.15 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $8,409 Shares 7,014 Est. Cost $56.72 Unrealized +115.2%
GOOGL ALPHABET INC 0.1%
Value ($000) $7,114 Shares 29,263 Est. Cost $119.81 Unrealized +74.6%
WMT WALMART INC 0.1%
Value ($000) $6,653 Shares 64,551 Est. Cost $50.86 Unrealized +95.1%
OKE ONEOK INC NEW 0.1%
Value ($000) $6,584 Shares 90,227 Est. Cost $64.75 Unrealized +15.9%
IAU ISHARES GOLD TR 0.1%
Value ($000) $6,564 Shares 90,196 Est. Cost $64.43 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $6,034 Shares 8 Est. Cost $729330.75 Unrealized -0.3%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $4,708 Shares 6,306 Est. Cost $373.90 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $4,667 Shares 71,520 Est. Cost $95.17 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $4,445 Shares 5,825 Est. Cost $505.73 Unrealized +46.8%
ABT ABBOTT LABS 0.1%
Value ($000) $4,376 Shares 32,671 Est. Cost $76.36 Unrealized +71.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $4,185 Shares 4,521 Est. Cost $601.38 Unrealized +59.1%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $4,158 Shares 132,961 Est. Cost $32.08 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $4,077 Shares 21,990 Est. Cost $135.46 Unrealized +25.1%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $4,019 Shares 30,013 Est. Cost $74.98 Unrealized +40.7%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $3,657 Shares 20,047 Est. Cost $31.09 Unrealized +421.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $3,374 Shares 10,283 Est. Cost $242.22 Unrealized
AAON AAON INC 0.1%
Value ($000) $3,368 Shares 36,043 Est. Cost $19.43 Unrealized +320.7%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,253 Shares 123,485 Est. Cost $33.03 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $3,149 Shares 18,820 Est. Cost $84.53 Unrealized +82.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $3,101 Shares 8,981 Est. Cost $343.92 Unrealized -13.1%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,085 Shares 10,945 Est. Cost $150.51 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $2,961 Shares 4,835 Est. Cost $401.11 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $2,948 Shares 31,170 Est. Cost $95.71 Unrealized -2.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $2,933 Shares 19,294 Est. Cost $89.73 Unrealized +62.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $2,850 Shares 29,857 Est. Cost $53.33 Unrealized +77.3%
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value ($000) $2,504 Shares 99,024 Est. Cost $21.00 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $2,246 Shares 46,850 Est. Cost $36.80 Unrealized +29.8%
IVV ISHARES TR 0.0%
Value ($000) $2,205 Shares 3,295 Est. Cost $469.07 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $2,099 Shares 40,693 Est. Cost $26.67 Unrealized +81.3%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2,087 Shares 46,851 Est. Cost $27.97 Unrealized +53.9%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,081 Shares 80,954 Est. Cost $36.92 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $2,000 Shares 14,706 Est. Cost $69.37 Unrealized +82.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $1,992 Shares 6,554 Est. Cost $206.17 Unrealized +46.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $1,953 Shares 9,052 Est. Cost $152.54 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,937 Shares 13,743 Est. Cost $100.09 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $1,803 Shares 5,071 Est. Cost $260.48 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $1,770 Shares 10,639 Est. Cost $154.32 Unrealized +1.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1,759 Shares 10,873 Est. Cost $131.31 Unrealized +22.9%
APP APPLOVIN CORP 0.0%
Value ($000) $1,647 Shares 2,292 Est. Cost $344.61 Unrealized +33.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $1,592 Shares 6,989 Est. Cost $192.76 Unrealized +15.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,559 Shares 5,310 Est. Cost $146.21 Unrealized +103.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,548 Shares 3,244 Est. Cost $239.04 Unrealized +78.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $1,541 Shares 3,143 Est. Cost $330.14 Unrealized +37.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $1,537 Shares 36,264 Est. Cost $38.72 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $1,465 Shares 4,868 Est. Cost $113.62 Unrealized +140.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,414 Shares 4,148 Est. Cost $156.06 Unrealized +101.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,403 Shares 8,238 Est. Cost $115.68 Unrealized +27.8%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $1,390 Shares 4,692 Est. Cost $163.30 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,333 Shares 41,773 Est. Cost $37.35 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $1,318 Shares 9,412 Est. Cost $118.80 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $1,217 Shares 8,192 Est. Cost $52.77 Unrealized +156.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $1,216 Shares 28,522 Est. Cost $43.32 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,212 Shares 18,347 Est. Cost $34.96 Unrealized +75.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,212 Shares 44,388 Est. Cost $40.19 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $1,196 Shares 25,770 Est. Cost $38.21 Unrealized +25.6%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,181 Shares 13,216 Est. Cost $89.55 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,174 Shares 7,562 Est. Cost $109.39 Unrealized +40.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,150 Shares 20,724 Est. Cost $92.35 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $1,143 Shares 2,441 Est. Cost $257.09 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $1,142 Shares 66,545 Est. Cost $14.14 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,122 Shares 14,876 Est. Cost $57.85 Unrealized +17.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $1,084 Shares 9,471 Est. Cost $138.60 Unrealized -15.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1,078 Shares 6,647 Est. Cost $73.67 Unrealized +124.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1,035 Shares 2,157 Est. Cost $343.42 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $1,028 Shares 2,595 Est. Cost $247.08 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $986 Shares 5,117 Est. Cost $93.14 Unrealized +87.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $983 Shares 3,518 Est. Cost $157.24 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $951 Shares 8,455 Est. Cost $79.98 Unrealized +35.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $873 Shares 24,907 Est. Cost $43.73 Unrealized -23.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $869 Shares 7,023 Est. Cost $76.67 Unrealized +56.2%
IVE ISHARES TR 0.0%
Value ($000) $857 Shares 4,150 Est. Cost $130.28 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $851 Shares 1,497 Est. Cost $358.74 Unrealized +59.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $807 Shares 17,891 Est. Cost $48.28 Unrealized -5.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $803 Shares 1,756 Est. Cost $436.70 Unrealized +2.7%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $800 Shares 18,628 Est. Cost $39.62 Unrealized +14.7%
ITOT ISHARES TR 0.0%
Value ($000) $774 Shares 5,313 Est. Cost $115.85 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $773 Shares 1,668 Est. Cost $333.65 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $765 Shares 9,114 Est. Cost $74.19 Unrealized +9.2%
MARA MARA HOLDINGS INC 0.0%
Value ($000) $759 Shares 41,553 Est. Cost $20.23 Unrealized -16.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $757 Shares 9,466 Est. Cost $66.30 Unrealized +27.6%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $754 Shares 4,045 Est. Cost $152.75 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $744 Shares 10,122 Est. Cost $64.12 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $739 Shares 1,530 Est. Cost $483.15 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $720 Shares 932 Est. Cost $282.77 Unrealized +148.6%
BP BP PLC 0.0%
Value ($000) $709 Shares 20,587 Est. Cost $64.43 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $701 Shares 2,176 Est. Cost $156.72 Unrealized +136.7%
VERITEX HLDGS INC 0.0%
Value ($000) $700 Shares 20,865 Est. Cost $27.59 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value ($000) $692 Shares 7,645 Est. Cost $71.19 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $691 Shares 17,909 Est. Cost $29.63 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $688 Shares 14,359 Est. Cost $31.79 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $686 Shares 4,800 Est. Cost $132.60 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $650 Shares 557 Est. Cost $991.05 Unrealized +11.9%
T AT&T INC 0.0%
Value ($000) $635 Shares 22,473 Est. Cost $18.27 Unrealized +53.7%
GDX VANECK ETF TRUST 0.0%
Value ($000) $629 Shares 8,235 Est. Cost $76.40 Unrealized
DDS DILLARDS INC 0.0%
Value ($000) $618 Shares 1,005 Est. Cost $303.11 Unrealized +63.3%
IVLU ISHARES TR 0.0%
Value ($000) $617 Shares 17,395 Est. Cost $23.49 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $611 Shares 1,003 Est. Cost $418.67 Unrealized +34.5%
L LOEWS CORP 0.0%
Value ($000) $602 Shares 6,000 Est. Cost $39.41 Unrealized +139.6%
AMGN AMGEN INC 0.0%
Value ($000) $599 Shares 2,124 Est. Cost $216.40 Unrealized +32.4%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $597 Shares 5,336 Est. Cost $59.01 Unrealized +65.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $588 Shares 1,772 Est. Cost $178.89 Unrealized +77.0%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $579 Shares 4,347 Est. Cost $65.89 Unrealized +113.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $579 Shares 7,668 Est. Cost $66.64 Unrealized +8.4%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $564 Shares 12,628 Est. Cost $39.99 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $562 Shares 2,963 Est. Cost $152.32 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $534 Shares 2,649 Est. Cost $89.88 Unrealized +127.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $520 Shares 19,779 Est. Cost $35.08 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $509 Shares 2,023 Est. Cost $161.41 Unrealized +51.3%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $488 Shares 18,457 Est. Cost $10.43 Unrealized +127.5%
IBOC INTERNATIONAL BANCSHARES COR 0.0%
Value ($000) $481 Shares 6,992 Est. Cost $27.63 Unrealized +149.2%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $474 Shares 1,824 Est. Cost $231.08 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $471 Shares 1,529 Est. Cost $231.61 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $468 Shares 8,684 Est. Cost $38.76 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $465 Shares 4,584 Est. Cost $58.66 Unrealized +60.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $464 Shares 5,954 Est. Cost $23.52 Unrealized +32.4%
SHEL SHELL PLC 0.0%
Value ($000) $461 Shares 6,440 Est. Cost $60.82 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $456 Shares 1,070 Est. Cost $255.26 Unrealized +51.4%
IWP ISHARES TR 0.0%
Value ($000) $447 Shares 3,139 Est. Cost $99.64 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $440 Shares 5,252 Est. Cost $69.26 Unrealized +16.2%
CSX CSX CORP 0.0%
Value ($000) $435 Shares 12,243 Est. Cost $30.57 Unrealized +11.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $433 Shares 8,887 Est. Cost $27.21 Unrealized +61.1%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $432 Shares 9,697 Est. Cost $52.94 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $425 Shares 2,919 Est. Cost $105.36 Unrealized +22.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $425 Shares 1,227 Est. Cost $262.96 Unrealized +33.6%
SRE SEMPRA 0.0%
Value ($000) $423 Shares 4,701 Est. Cost $70.07 Unrealized +13.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $419 Shares 5,385 Est. Cost $88.24 Unrealized -11.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $416 Shares 3,628 Est. Cost $66.61 Unrealized +60.8%
RS RELIANCE INC 0.0%
Value ($000) $411 Shares 1,465 Est. Cost $300.03 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $407 Shares 683 Est. Cost $561.13 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $403 Shares 8,225 Est. Cost $50.32 Unrealized -2.3%
IDEV ISHARES TR 0.0%
Value ($000) $401 Shares 5,000 Est. Cost $80.17 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $398 Shares 1,326 Est. Cost $231.28 Unrealized +19.4%
BANF BANCFIRST CORP 0.0%
Value ($000) $398 Shares 3,146 Est. Cost $89.20 Unrealized +43.6%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $396 Shares 1,795 Est. Cost $136.96 Unrealized +40.1%
UNP UNION PAC CORP 0.0%
Value ($000) $391 Shares 1,654 Est. Cost $180.99 Unrealized +23.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $384 Shares 482 Est. Cost $443.65 Unrealized +65.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $383 Shares 8,111 Est. Cost $47.04 Unrealized -4.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $383 Shares 4,884 Est. Cost $68.14 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $381 Shares 1,775 Est. Cost $107.39 Unrealized +86.4%
IWM ISHARES TR 0.0%
Value ($000) $378 Shares 1,561 Est. Cost $214.25 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $376 Shares 409 Est. Cost $126.11 Unrealized +48.1%
DVY ISHARES TR 0.0%
Value ($000) $373 Shares 2,628 Est. Cost $118.99 Unrealized
FFIN FIRST FINL BANKSHARES INC 0.0%
Value ($000) $369 Shares 10,974 Est. Cost $41.32 Unrealized -13.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $368 Shares 11,708 Est. Cost $37.31 Unrealized -11.1%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $358 Shares 1,107 Est. Cost $220.80 Unrealized +50.4%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $352 Shares 1,044 Est. Cost $247.90 Unrealized +36.8%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $349 Shares 4,426 Est. Cost $78.60 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $349 Shares 1,571 Est. Cost $159.61 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $346 Shares 12,227 Est. Cost $26.76 Unrealized +0.8%
TTD THE TRADE DESK INC 0.0%
Value ($000) $341 Shares 6,953 Est. Cost $65.90 Unrealized -3.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $340 Shares 10,663 Est. Cost $30.44 Unrealized +6.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $335 Shares 4,011 Est. Cost $133.96 Unrealized -34.2%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $334 Shares 5,033 Est. Cost $52.21 Unrealized +29.6%
OGE OGE ENERGY CORP 0.0%
Value ($000) $334 Shares 7,214 Est. Cost $39.43 Unrealized +13.5%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $333 Shares 5,139 Est. Cost $54.35 Unrealized +5.6%
IWB ISHARES TR 0.0%
Value ($000) $324 Shares 888 Est. Cost $253.45 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $323 Shares 6,590 Est. Cost $28.95 Unrealized +66.5%
IDXX IDEXX LABS INC 0.0%
Value ($000) $314 Shares 492 Est. Cost $439.03 Unrealized +38.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $311 Shares 1,004 Est. Cost $232.82 Unrealized +28.9%
MP MP MATERIALS CORP 0.0%
Value ($000) $309 Shares 4,613 Est. Cost $62.91 Unrealized 0.0%
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $309 Shares 10,375 Est. Cost $18.62 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $307 Shares 1,442 Est. Cost $185.05 Unrealized +17.7%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $306 Shares 34,507 Est. Cost $33.90 Unrealized -71.9%
ARCB ARCBEST CORP 0.0%
Value ($000) $306 Shares 4,375 Est. Cost $115.44 Unrealized -35.1%
BRO BROWN & BROWN INC 0.0%
Value ($000) $302 Shares 3,219 Est. Cost $97.18 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $302 Shares 3,326 Est. Cost $77.52 Unrealized +15.7%
AMLP ALPS ETF TR 0.0%
Value ($000) $299 Shares 6,363 Est. Cost $48.20 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $296 Shares 7,329 Est. Cost $40.79 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $295 Shares 7,530 Est. Cost $60.29 Unrealized -25.3%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $294 Shares 5,872 Est. Cost $54.65 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $290 Shares 6,779 Est. Cost $42.79 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $290 Shares 4,210 Est. Cost $47.68 Unrealized +31.7%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $287 Shares 411 Est. Cost $655.95 Unrealized +6.6%
INTU INTUIT 0.0%
Value ($000) $286 Shares 419 Est. Cost $521.06 Unrealized +38.1%
AFL AFLAC INC 0.0%
Value ($000) $280 Shares 2,503 Est. Cost $99.58 Unrealized +4.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $279 Shares 1,184 Est. Cost $169.71 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $278 Shares 1,944 Est. Cost $109.05 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $278 Shares 2,502 Est. Cost $101.95 Unrealized +10.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $277 Shares 3,274 Est. Cost $87.09 Unrealized +1.7%
BOKF BOK FINL CORP 0.0%
Value ($000) $274 Shares 2,458 Est. Cost $56.53 Unrealized +86.6%
HUM HUMANA INC 0.0%
Value ($000) $273 Shares 1,051 Est. Cost $385.31 Unrealized -32.2%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $272 Shares 14,000 Est. Cost $7.77 Unrealized +126.2%
ONON ON HLDG AG 0.0%
Value ($000) $270 Shares 6,386 Est. Cost $31.84 Unrealized +49.5%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $269 Shares 1,890 Est. Cost $111.07 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $266 Shares 4,459 Est. Cost $57.29 Unrealized +1.8%
MSCI MSCI INC 0.0%
Value ($000) $263 Shares 464 Est. Cost $590.76 Unrealized -4.8%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $262 Shares 1,337 Est. Cost $153.62 Unrealized +18.5%
NVS NOVARTIS AG 0.0%
Value ($000) $260 Shares 2,027 Est. Cost $112.19 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $260 Shares 2,408 Est. Cost $91.18 Unrealized +10.3%
TILRAY BRANDS INC 0.0%
Value ($000) $260 Shares 150,050 Est. Cost $1.73 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $258 Shares 7,844 Est. Cost $31.02 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $255 Shares 1,693 Est. Cost $133.31 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $255 Shares 1,066 Est. Cost $235.44 Unrealized +2.1%
TGT TARGET CORP 0.0%
Value ($000) $253 Shares 2,825 Est. Cost $146.41 Unrealized -33.9%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $250 Shares 303 Est. Cost $677.11 Unrealized 0.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $250 Shares 25,510 Est. Cost $12.50 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $249 Shares 1,584 Est. Cost $127.17 Unrealized +20.8%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $247 Shares 1,999 Est. Cost $109.40 Unrealized 0.0%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $246 Shares 5,105 Est. Cost $47.44 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $245 Shares 1,715 Est. Cost $170.91 Unrealized -17.6%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $245 Shares 1,281 Est. Cost $191.18 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $244 Shares 7,275 Est. Cost $24.23 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $243 Shares 8,714 Est. Cost $25.42 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $243 Shares 11,001 Est. Cost $39.09 Unrealized -52.8%
OGS ONE GAS INC 0.0%
Value ($000) $243 Shares 2,998 Est. Cost $72.27 Unrealized +3.6%
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $241 Shares 4,413 Est. Cost $60.75 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $239 Shares 247 Est. Cost $805.29 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $239 Shares 1,550 Est. Cost $135.22 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $239 Shares 3,531 Est. Cost $39.23 Unrealized +83.9%
ADBE ADOBE INC 0.0%
Value ($000) $238 Shares 676 Est. Cost $461.00 Unrealized -22.2%
NICE NICE LTD 0.0%
Value ($000) $237 Shares 1,638 Est. Cost $144.78 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $237 Shares 1,591 Est. Cost $137.76 Unrealized +19.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $234 Shares 309 Est. Cost $628.26 Unrealized +17.0%
PICK ISHARES INC 0.0%
Value ($000) $233 Shares 5,234 Est. Cost $44.50 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $230 Shares 1,074 Est. Cost $204.15 Unrealized 0.0%
IEMG ISHARES INC 0.0%
Value ($000) $230 Shares 3,495 Est. Cost $50.56 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $230 Shares 466 Est. Cost $470.39 Unrealized +20.2%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $229 Shares 3,685 Est. Cost $58.59 Unrealized
NTES NETEASE INC 0.0%
Value ($000) $228 Shares 1,500 Est. Cost $134.58 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $227 Shares 3,921 Est. Cost $53.12 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $226 Shares 2,593 Est. Cost $75.57 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $225 Shares 2,450 Est. Cost $97.67 Unrealized -4.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $224 Shares 763 Est. Cost $293.63 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $223 Shares 9,432 Est. Cost $21.67 Unrealized +9.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $223 Shares 9,059 Est. Cost $21.87 Unrealized 0.0%
MPLX MPLX LP 0.0%
Value ($000) $222 Shares 4,442 Est. Cost $53.29 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $221 Shares 2,211 Est. Cost $93.99 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $216 Shares 1,157 Est. Cost $179.65 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $212 Shares 3,608 Est. Cost $58.38 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $211 Shares 2,263 Est. Cost $87.11 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $210 Shares 2,607 Est. Cost $71.34 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value ($000) $209 Shares 699 Est. Cost $285.11 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $209 Shares 1,682 Est. Cost $117.55 Unrealized +7.9%
IWD ISHARES TR 0.0%
Value ($000) $208 Shares 1,022 Est. Cost $203.59 Unrealized
AMRZ AMRIZE LTD 0.0%
Value ($000) $205 Shares 4,230 Est. Cost $50.99 Unrealized 0.0%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $200 Shares 6,427 Est. Cost $31.16 Unrealized
LZ LEGALZOOM COM INC 0.0%
Value ($000) $195 Shares 18,750 Est. Cost $9.97 Unrealized 0.0%
BUR BURFORD CAP LTD 0.0%
Value ($000) $187 Shares 15,600 Est. Cost $13.37 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $155 Shares 91,230 Est. Cost $4.19 Unrealized 0.0%
JD JD.COM INC 0.0%
Value ($000) $150 Shares 20,000 Est. Cost $7.49 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $115 Shares 10,125 Est. Cost $11.29 Unrealized
GNSS GENASYS INC 0.0%
Value ($000) $107 Shares 43,690 Est. Cost $3.57 Unrealized -45.0%
INVZ INNOVIZ TECHNOLOGIES LTD 0.0%
Value ($000) $69 Shares 100,000 Est. Cost $0.87 Unrealized +95.0%
KYTX KYVERNA THERAPEUTICS INC 0.0%
Value ($000) $60 Shares 10,000 Est. Cost $4.00 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $47 Shares 80,000 Est. Cost $7.67 Unrealized +1.8%
SOXS DIREXION SHS ETF TR 0.0%
Value ($000) $47 Shares 300,000 Est. Cost $0.15 Unrealized
SKYE SKYE BIOSCIENCE INC 0.0%
Value ($000) $39 Shares 10,000 Est. Cost $3.78 Unrealized 0.0%
OPK OPKO HEALTH INC 0.0%
Value ($000) $37 Shares 370,000 Est. Cost $1.58 Unrealized -13.3%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $20 Shares 16,000 Est. Cost $1.16 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $14 Shares 20,000 Est. Cost $37.15 Unrealized 0.0%
EONR EON RESOURCES INC 0.0%
Value ($000) $10 Shares 20,000 Est. Cost $0.40 Unrealized -9.2%