Laffer Tengler Investments, Inc. Diversified Active

CIK: 0001307878 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $347,462 (100.0% shares, 0.0% debt)

Holdings (419)

MSFT MICROSOFT CORP 2.1%
Value ($000) $7,124 Shares 29,704 Est. Cost $217.19 Unrealized +7.8%
ABBVIE INC 2.0%
Value ($000) $7,027 Shares 43,480 Est. Cost $87788.64 Unrealized
BROADCOM INC 2.0%
Value ($000) $6,944 Shares 12,420 Est. Cost $325608.03 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $6,696 Shares 37,905 Est. Cost $131.49 Unrealized +19.5%
STLD STEEL DYNAMICS INC 1.7%
Value ($000) $6,009 Shares 61,503 Est. Cost $68.54 Unrealized +33.8%
TXN TEXAS INSTRUMENTS INC 1.7%
Value ($000) $5,937 Shares 35,932 Est. Cost $124.88 Unrealized +21.6%
HD HOME DEPOT INC 1.7%
Value ($000) $5,930 Shares 18,774 Est. Cost $242.52 Unrealized +15.9%
PIONEER NATURAL RESOURCES CO 1.6%
Value ($000) $5,588 Shares 2,392 Est. Cost $1604683.00 Unrealized
RAYTHEON TECHNOLOGIES CORP 1.6%
Value ($000) $5,498 Shares 54,478 Est. Cost $54219.03 Unrealized
EOG RESOURCES INC 1.5%
Value ($000) $5,235 Shares 40,421 Est. Cost $54795.97 Unrealized
WMT WAL-MART INC 1.5%
Value ($000) $5,188 Shares 36,592 Est. Cost $41.89 Unrealized +9.0%
CVX CHEVRON CORP 1.5%
Value ($000) $5,075 Shares 28,273 Est. Cost $106.96 Unrealized +43.3%
GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $4,760 Shares 13,862 Est. Cost $279413.03 Unrealized
ORACLE CORP 1.3%
Value ($000) $4,665 Shares 57,070 Est. Cost $47929.33 Unrealized
JPMORGAN CHASE & CO 1.3%
Value ($000) $4,599 Shares 34,294 Est. Cost $129739.33 Unrealized
LAM RESEARCH CORP 1.3%
Value ($000) $4,543 Shares 10,809 Est. Cost $376968.47 Unrealized
PUBLIC STORAGE INC 1.3%
Value ($000) $4,351 Shares 15,530 Est. Cost $192936.80 Unrealized
WELLS FARGO CO PERP CONV PFD A 1.2%
Value ($000) $4,245 Shares 3,574 Est. Cost $832146.80 Unrealized
MCD MCDONALDS CORP 1.2%
Value ($000) $4,223 Shares 16,023 Est. Cost $200.96 Unrealized +22.0%
AAPL APPLE INC 1.2%
Value ($000) $4,207 Shares 32,377 Est. Cost $133.34 Unrealized +5.5%
LHX L3HARRIS TECHNOLOGIES INC 1.2%
Value ($000) $4,002 Shares 19,223 Est. Cost $211.89 Unrealized -0.4%
BANK OF AMERICA CORP 1.2%
Value ($000) $4,002 Shares 3,403 Est. Cost $1060534.60 Unrealized
DANAHER CORPORATION 5 PERCENT CONV PFD B 1.1%
Value ($000) $3,863 Shares 2,854 Est. Cost $1333732.80 Unrealized
ON SEMICONDUCTOR CORP 1.1%
Value ($000) $3,766 Shares 1,249 Est. Cost $1910850.60 Unrealized
NISOURCE INC UNIT 12/01/23 1.1%
Value ($000) $3,692 Shares 35,465 Est. Cost $82335.09 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $3,662 Shares 21,066 Est. Cost $120.19 Unrealized +23.2%
NEW MOUNTAIN FINANCE CORP 1.0%
Value ($000) $3,634 Shares 3,488 Est. Cost $812074.75 Unrealized
CVS CVS HEALTH CORP 1.0%
Value ($000) $3,601 Shares 38,638 Est. Cost $74.07 Unrealized +16.0%
KO COCA-COLA CO 1.0%
Value ($000) $3,582 Shares 56,305 Est. Cost $50.04 Unrealized +9.8%
TARGET CORP 1.0%
Value ($000) $3,512 Shares 23,567 Est. Cost $138132.36 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $3,387 Shares 33,470 Est. Cost $82.21 Unrealized -1.1%
BECTON DICKINSON & CO 6 PERCENT DP CONV PFD B 1.0%
Value ($000) $3,341 Shares 66,586 Est. Cost $49951.09 Unrealized
AES CORP 02/15/24 1.0%
Value ($000) $3,332 Shares 32,599 Est. Cost $73578.39 Unrealized
KKR & CO INC 6 PERCENT MCONV PFD C 0.9%
Value ($000) $3,298 Shares 57,520 Est. Cost $51147.54 Unrealized
CHUBB LIMITED 0.9%
Value ($000) $3,264 Shares 14,798 Est. Cost $110549.77 Unrealized
BOSTON SCIENTIFIC CORP 5.50 PERCENT CONV PFD A 0.9%
Value ($000) $3,258 Shares 28,408 Est. Cost $107448.45 Unrealized
KKR REAL ESTATE FIN TR INC 0.9%
Value ($000) $3,240 Shares 3,241 Est. Cost $1080867.60 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.9%
Value ($000) $3,187 Shares 2,296 Est. Cost $27.78 Unrealized +7.5%
FORD MOTOR CO 0.9%
Value ($000) $3,179 Shares 3,358 Est. Cost $940625.90 Unrealized
WESTERN DIGITAL CORP 0.9%
Value ($000) $3,065 Shares 3,163 Est. Cost $1077723.90 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.9%
Value ($000) $3,055 Shares 19,343 Est. Cost $133.02 Unrealized +4.7%
COHERENT CORP 6 PERCENT CONV PFD A 0.9%
Value ($000) $3,051 Shares 19,084 Est. Cost $83422.56 Unrealized
BLACKSTONE MORTGAGE TRUST INC 0.9%
Value ($000) $3,027 Shares 2,974 Est. Cost $881000.00 Unrealized
MEDTRONIC PLC 0.9%
Value ($000) $3,026 Shares 38,929 Est. Cost $81700.02 Unrealized
ARES CAPITAL CORP 0.9%
Value ($000) $2,997 Shares 2,751 Est. Cost $1125802.50 Unrealized
CISCO SYSTEMS INC 0.9%
Value ($000) $2,967 Shares 62,274 Est. Cost $39041.30 Unrealized
DIAMONDBACK ENERGY INC 0.8%
Value ($000) $2,877 Shares 21,035 Est. Cost $86295.36 Unrealized
DEUTSCHE BANK AG 0.8%
Value ($000) $2,841 Shares 2,827 Est. Cost $1083947.80 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,803 Shares 18,492 Est. Cost $121.94 Unrealized +6.4%
TYLER TECHNOLOGIES INC. 0.8%
Value ($000) $2,734 Shares 2,919 Est. Cost $578618.90 Unrealized
XYLEM INC 0.8%
Value ($000) $2,650 Shares 23,968 Est. Cost $105600.78 Unrealized
SOUTHWEST AIRLINES CO 0.8%
Value ($000) $2,644 Shares 2,181 Est. Cost $1518576.90 Unrealized
BLOCK INC 0.7%
Value ($000) $2,516 Shares 2,634 Est. Cost $943636.30 Unrealized
SERVICENOW INC 0.7%
Value ($000) $2,427 Shares 6,250 Est. Cost $481958.16 Unrealized
AKAMAI TECHNOLOGIES INC 0.7%
Value ($000) $2,421 Shares 2,490 Est. Cost $1162489.00 Unrealized
GLW CORNING INC 0.7%
Value ($000) $2,334 Shares 73,064 Est. Cost $33.31 Unrealized -10.8%
FTI CONSULTING INC 0.7%
Value ($000) $2,331 Shares 1,461 Est. Cost $1445979.40 Unrealized
BOOKING HOLDINGS INC 0.7%
Value ($000) $2,320 Shares 1,727 Est. Cost $1420834.80 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $2,316 Shares 10,513 Est. Cost $187.50 Unrealized +5.3%
AMZN AMAZON.COM INC 0.6%
Value ($000) $2,256 Shares 26,855 Est. Cost $119.86 Unrealized -17.6%
JAZZ INVESTMENTS I LTD 0.6%
Value ($000) $2,170 Shares 2,172 Est. Cost $953828.10 Unrealized
ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE 0.6%
Value ($000) $2,169 Shares 93,416 Est. Cost $14055.51 Unrealized
PALO ALTO NETWORKS INC 0.6%
Value ($000) $1,973 Shares 1,242 Est. Cost $2374.77 Unrealized
PARSONS CORP 0.6%
Value ($000) $1,959 Shares 1,715 Est. Cost $1001438.40 Unrealized
UGI CORP UNIT 06/01/24 0.6%
Value ($000) $1,955 Shares 22,740 Est. Cost $88747.99 Unrealized
REGENERON PHARMACEUTICALS 0.5%
Value ($000) $1,746 Shares 2,420 Est. Cost $555475.10 Unrealized
ILLUMINA INC 0.5%
Value ($000) $1,713 Shares 1,769 Est. Cost $1266815.60 Unrealized
SPDR BARCLAYS CONVERTIBLE SECURITIES ETF 0.5%
Value ($000) $1,655 Shares 25,719 Est. Cost $19760.87 Unrealized
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $1,625 Shares 11,644 Est. Cost $72.96 Unrealized +10.1%
EQUINIX INC 0.5%
Value ($000) $1,610 Shares 2,458 Est. Cost $617232.30 Unrealized
AMG CAPITAL TR II 5.15 CONV PFD 0.5%
Value ($000) $1,571 Shares 30,704 Est. Cost $58688.98 Unrealized
WINNEBAGO 1.500 PERCENT 04/01/25 0.5%
Value ($000) $1,570 Shares 1,481 Est. Cost $1278788.40 Unrealized
FORTINET INC 0.4%
Value ($000) $1,549 Shares 31,679 Est. Cost $79243.20 Unrealized
COSTCO WHOLESALE CORP 0.4%
Value ($000) $1,537 Shares 3,367 Est. Cost $409451.00 Unrealized
UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,517 Shares 2,861 Est. Cost $417210.22 Unrealized
VANECK ETF TR 0.4%
Value ($000) $1,457 Shares 58,573 Est. Cost $10414.87 Unrealized
SALESFORCE.COM INC 0.4%
Value ($000) $1,456 Shares 10,979 Est. Cost $212508.73 Unrealized
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND 0.4%
Value ($000) $1,424 Shares 29,755 Est. Cost $49692.93 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND 0.4%
Value ($000) $1,422 Shares 28,542 Est. Cost $56538.11 Unrealized
OREILLY AUTOMOTIVE INC 0.4%
Value ($000) $1,414 Shares 1,675 Est. Cost $597592.06 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,402 Shares 6,541 Est. Cost $172.01 Unrealized +3.9%
SPLUNK INC 0.4%
Value ($000) $1,390 Shares 1,458 Est. Cost $1229552.20 Unrealized
JPMORGAN EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $1,373 Shares 25,191 Est. Cost $24162.52 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,284 Shares 8,690 Est. Cost $124.93 Unrealized +14.0%
INTERPUBLIC GROUP COS INC 0.4%
Value ($000) $1,227 Shares 36,843 Est. Cost $28.22 Unrealized -2.7%
APTIV PLC 5.5 PERCENT CONV PFD A 0.4%
Value ($000) $1,224 Shares 11,379 Est. Cost $135080.67 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,207 Shares 6,056 Est. Cost $178.96 Unrealized +5.2%
JACOBS SOLUTIONS INC 0.3%
Value ($000) $1,204 Shares 10,029 Est. Cost $97111.62 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.3%
Value ($000) $1,188 Shares 26,095 Est. Cost $40.88 Unrealized -4.0%
PROSPECT CAP CORP 0.3%
Value ($000) $1,173 Shares 1,122 Est. Cost $920530.80 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $1,162 Shares 16,151 Est. Cost $57.70 Unrealized +8.3%
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $1,074 Shares 12,901 Est. Cost $66.31 Unrealized +11.9%
ALPHABET INC CAP STOCK CL A 0.3%
Value ($000) $1,053 Shares 11,930 Est. Cost $173664.84 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,048 Shares 4,374 Est. Cost $179.23 Unrealized +15.3%
ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1,045 Shares 3,104 Est. Cost $391629.28 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,043 Shares 4,268 Est. Cost $245.03 Unrealized -10.3%
LUMENTUM HOLDINGS INC 0.3%
Value ($000) $1,019 Shares 1,180 Est. Cost $1084716.50 Unrealized
AMERICAN ELECTRIC POWER CO INC UNIT 08/15/23 0.3%
Value ($000) $986 Shares 19,000 Est. Cost $50932.84 Unrealized
FREEPORT-MCMORAN INC CL B 0.3%
Value ($000) $960 Shares 25,275 Est. Cost $33387.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $960 Shares 3,108 Est. Cost $312.64 Unrealized -5.0%
BENTLEY SYSTEMS INC 0.3%
Value ($000) $953 Shares 1,042 Est. Cost $838413.25 Unrealized
DEVON ENERGY CORP 0.3%
Value ($000) $950 Shares 15,445 Est. Cost $58027.04 Unrealized
NEXTERA ENERGY INC 0.3%
Value ($000) $939 Shares 11,235 Est. Cost $81158.41 Unrealized
LULU LULULEMON 0.3%
Value ($000) $928 Shares 2,895 Est. Cost $320.40 Unrealized +2.6%
SIVR ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS 0.2%
Value ($000) $814 Shares 35,419 Est. Cost $9210.35 Unrealized
COMCAST CORP CL A 0.2%
Value ($000) $762 Shares 21,779 Est. Cost $56547.91 Unrealized
ARISTA NETWORKS INC 0.2%
Value ($000) $751 Shares 6,185 Est. Cost $121134.97 Unrealized
INNOVATOR ETFS TR S&P INVT GRD PFD 0.2%
Value ($000) $749 Shares 41,528 Est. Cost $9394.82 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.2%
Value ($000) $744 Shares 4,898 Est. Cost $63887.24 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $738 Shares 8,592 Est. Cost $58.61 Unrealized +20.8%
TEUCRIUM COMMODITY TR CORN FD SHS 0.2%
Value ($000) $728 Shares 27,028 Est. Cost $10510.23 Unrealized
ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.2%
Value ($000) $720 Shares 8,780 Est. Cost $82491.99 Unrealized
ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $717 Shares 14,247 Est. Cost $48724.62 Unrealized
BLACKROCK SHORT MATURITY BOND ETF 0.2%
Value ($000) $713 Shares 14,476 Est. Cost $48094.72 Unrealized
BBY BEST BUY INC 0.2%
Value ($000) $713 Shares 8,884 Est. Cost $74.82 Unrealized -15.5%
ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 0.2%
Value ($000) $690 Shares 39,513 Est. Cost $6934.06 Unrealized
COHERENT CORP 0.2%
Value ($000) $668 Shares 19,039 Est. Cost $32516.67 Unrealized
INSPERITY INC 0.2%
Value ($000) $664 Shares 5,849 Est. Cost $113.60 Unrealized
FOX CORP CL A 0.2%
Value ($000) $658 Shares 21,669 Est. Cost $36416.81 Unrealized
MOLINA HEALTHCARE INC 0.2%
Value ($000) $650 Shares 1,968 Est. Cost $330.22 Unrealized
XYZ BLOCK INC 0.2%
Value ($000) $642 Shares 10,213 Est. Cost $169.14 Unrealized -63.5%
PIMCO ETF TR BROAD US TIPS 0.2%
Value ($000) $641 Shares 11,858 Est. Cost $24905.43 Unrealized
SPDR S&P AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $629 Shares 5,719 Est. Cost $46486.26 Unrealized
DKS DICKS SPORTING GOODS INC 0.2%
Value ($000) $629 Shares 5,232 Est. Cost $104.32 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $622 Shares 7,164 Est. Cost $153.69 Unrealized -39.2%
UNITED STS GASOLINE FD LP UNITS 0.2%
Value ($000) $607 Shares 10,124 Est. Cost $18251.97 Unrealized
TEUCRIUM COMMODITY TR WHEAT FD 0.2%
Value ($000) $598 Shares 74,910 Est. Cost $3727.44 Unrealized
GLOBAL X FDS DATA CTR REITS 0.2%
Value ($000) $591 Shares 47,377 Est. Cost $5876.76 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $583 Shares 2,593 Est. Cost $40.88 Unrealized -1.6%
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $581 Shares 9,937 Est. Cost $73909.94 Unrealized
BJS WHSL CLUB HOLDINGS INC 0.2%
Value ($000) $581 Shares 8,777 Est. Cost $50941.94 Unrealized
UNITED STS 12 MONTH NAT GAS FD UNIT BEN INT 0.2%
Value ($000) $580 Shares 33,668 Est. Cost $5718.59 Unrealized
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEM 0.2%
Value ($000) $564 Shares 27,426 Est. Cost $10143.10 Unrealized
PROSHARES TR K1 FRE CRD OIL 0.2%
Value ($000) $549 Shares 12,260 Est. Cost $22337.51 Unrealized
SLAB SILICON LABORATORIES INC 0.2%
Value ($000) $547 Shares 4,031 Est. Cost $131.44 Unrealized 0.0%
DISCOVER FINANCIAL SERVICES 0.2%
Value ($000) $545 Shares 5,567 Est. Cost $71523.66 Unrealized
ADVANCE AUTO PARTS INC 0.2%
Value ($000) $539 Shares 3,665 Est. Cost $15860.27 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.2%
Value ($000) $528 Shares 26,616 Est. Cost $15438.41 Unrealized
CONOCOPHILLIPS 0.1%
Value ($000) $521 Shares 4,415 Est. Cost $67769.88 Unrealized
PARAMOUNT GLOBAL 5.75 PERCENT CONV PFD A 0.1%
Value ($000) $507 Shares 20,016 Est. Cost $71190.53 Unrealized
ENPHASE ENERGY INC 0.1%
Value ($000) $490 Shares 1,850 Est. Cost $149969.73 Unrealized
SPOTIFY TECHNOLOGY SA 0.1%
Value ($000) $475 Shares 6,019 Est. Cost $86910.46 Unrealized
EXXON MOBILE CORP 0.1%
Value ($000) $474 Shares 4,299 Est. Cost $40752.25 Unrealized
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $463 Shares 15,069 Est. Cost $42.23 Unrealized -22.7%
SHY ISHARES LEHMAN 1-3 TR 0.1%
Value ($000) $459 Shares 5,657 Est. Cost $79383.28 Unrealized
EMCOR GROUP INC 0.1%
Value ($000) $448 Shares 3,025 Est. Cost $148.11 Unrealized
REGIONS FINL CORP 0.1%
Value ($000) $441 Shares 20,470 Est. Cost $21.56 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.1%
Value ($000) $438 Shares 4,099 Est. Cost $106.98 Unrealized 0.0%
NVR INC 0.1%
Value ($000) $434 Shares 94 Est. Cost $3061711.00 Unrealized
CPER UNITED STS COMMODITY INDEX FD CM REP COPP FD 0.1%
Value ($000) $430 Shares 18,642 Est. Cost $10426.09 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $407 Shares 4,849 Est. Cost $50.97 Unrealized +43.1%
PHM PULTE GROUP INC 0.1%
Value ($000) $402 Shares 8,822 Est. Cost $47.58 Unrealized -13.8%
PFE PFIZER INC 0.1%
Value ($000) $397 Shares 7,754 Est. Cost $35.79 Unrealized +12.3%
LUMENTUM HOLDINGS INC 0.1%
Value ($000) $395 Shares 7,574 Est. Cost $56676.22 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $387 Shares 8,487 Est. Cost $41.37 Unrealized +1.3%
LYONDELLBASELL INDUSTRIES NV - A - 0.1%
Value ($000) $386 Shares 4,651 Est. Cost $93777.45 Unrealized
EVERCORE INC CLASS A 0.1%
Value ($000) $382 Shares 3,504 Est. Cost $109.08 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $382 Shares 11,641 Est. Cost $30.60 Unrealized -2.2%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $381 Shares 2,691 Est. Cost $158.05 Unrealized -5.8%
DHR DANAHER CORPORATION 0.1%
Value ($000) $376 Shares 1,417 Est. Cost $244.94 Unrealized -6.9%
REG REGENCY CENTERS CORP 0.1%
Value ($000) $373 Shares 5,966 Est. Cost $50.45 Unrealized +6.7%
ISHARES TR 0-5YR HI YL CP 0.1%
Value ($000) $361 Shares 8,817 Est. Cost $38891.33 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $347 Shares 7,677 Est. Cost $40.56 Unrealized 0.0%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $347 Shares 4,554 Est. Cost $33.03 Unrealized +11.3%
GRAND CANYON ED INC 0.1%
Value ($000) $345 Shares 3,269 Est. Cost $105.66 Unrealized
TECK TECK RESOURCES LTD CL B 0.1%
Value ($000) $328 Shares 8,683 Est. Cost $30.46 Unrealized +13.6%
T ROWE PRICE GLOBAL MULTI-SECT CL I 0.1%
Value ($000) $324 Shares 34,552 Est. Cost $11795.80 Unrealized
HEWLETT PACKARD ENTERPRISE CO 0.1%
Value ($000) $315 Shares 19,735 Est. Cost $15.96 Unrealized
ALPHABET INC CAP STOCK CL C 0.1%
Value ($000) $312 Shares 3,519 Est. Cost $220843.50 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $303 Shares 1,155 Est. Cost $172.19 Unrealized +41.0%
ZION ZIONS BANCORPORATION NA 0.1%
Value ($000) $299 Shares 6,080 Est. Cost $50.03 Unrealized 0.0%
CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $297 Shares 3,193 Est. Cost $45315.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $295 Shares 606 Est. Cost $323.97 Unrealized +31.7%
SOUTHERN COPPER CORP 0.1%
Value ($000) $288 Shares 4,775 Est. Cost $39702.48 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $285 Shares 4,281 Est. Cost $55.43 Unrealized +4.6%
WINTRUST FINANCIAL CORP 0.1%
Value ($000) $282 Shares 3,338 Est. Cost $84.52 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $275 Shares 3,495 Est. Cost $71.69 Unrealized -2.7%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $270 Shares 1,182 Est. Cost $98512.86 Unrealized
RENAISSANCERE HOLDINGS LTD 0.1%
Value ($000) $255 Shares 1,386 Est. Cost $184.23 Unrealized
LFUS LITTELFUSE INC 0.1%
Value ($000) $253 Shares 1,151 Est. Cost $264.65 Unrealized -15.7%
METLIFE INC 0.1%
Value ($000) $252 Shares 3,480 Est. Cost $61729.89 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $250 Shares 1,383 Est. Cost $135.91 Unrealized +18.4%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $247 Shares 2,569 Est. Cost $91.20 Unrealized -7.3%
FHI FEDERATED HERMES INC CL B 0.1%
Value ($000) $246 Shares 6,765 Est. Cost $30.64 Unrealized 0.0%
GLOBAL X FDS LITHIUM BTRY ETF 0.1%
Value ($000) $243 Shares 4,143 Est. Cost $37279.73 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $234 Shares 2,253 Est. Cost $99.06 Unrealized 0.0%
PALL ABERDEEN STANDARD PHYSICAL PALLADIUM SHARES ETF 0.1%
Value ($000) $234 Shares 1,418 Est. Cost $163775.73 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $231 Shares 1,970 Est. Cost $118.60 Unrealized -19.6%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $228 Shares 2,080 Est. Cost $113.48 Unrealized -14.0%
TRAVELERS COMPANIES INC 0.1%
Value ($000) $228 Shares 1,217 Est. Cost $152009.86 Unrealized
JBL JABIL INC 0.1%
Value ($000) $223 Shares 3,275 Est. Cost $65.55 Unrealized 0.0%
WILLIS TOWER WATSON PLC 0.1%
Value ($000) $223 Shares 913 Est. Cost $244.58 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $221 Shares 2,707 Est. Cost $66.68 Unrealized 0.0%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $214 Shares 2,419 Est. Cost $78.90 Unrealized 0.0%
UMBF UMB FINANCIAL GROUP 0.1%
Value ($000) $213 Shares 2,553 Est. Cost $84.02 Unrealized 0.0%
NVIDIA CORPORATION 0.1%
Value ($000) $213 Shares 1,458 Est. Cost $207159.53 Unrealized
SLM CORP 0.1%
Value ($000) $206 Shares 12,429 Est. Cost $16.60 Unrealized
RHI ROBERT HALF INTL INC 0.1%
Value ($000) $202 Shares 2,740 Est. Cost $76.28 Unrealized 0.0%
VALE SA 0.1%
Value ($000) $201 Shares 11,826 Est. Cost $10022.10 Unrealized
JONES LANG LASALLE INCORPORATED 0.1%
Value ($000) $200 Shares 1,255 Est. Cost $159.37 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $199 Shares 362 Est. Cost $542.70 Unrealized -3.3%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $198 Shares 1,528 Est. Cost $85.34 Unrealized +35.5%
3M CO 0.1%
Value ($000) $195 Shares 1,627 Est. Cost $193451.69 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $186 Shares 7,041 Est. Cost $50.08 Unrealized -46.8%
KRBN KRANESHARES TR GLOBAL CARB STRA 0.1%
Value ($000) $177 Shares 4,845 Est. Cost $29800.21 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $170 Shares 7,054 Est. Cost $18.86 Unrealized 0.0%
QUANTA SERVICES 0.0%
Value ($000) $169 Shares 1,187 Est. Cost $85428.81 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $165 Shares 5,401 Est. Cost $26.66 Unrealized -0.0%
CATY CATHAY GEN BANCORP 0.0%
Value ($000) $165 Shares 4,052 Est. Cost $39.03 Unrealized 0.0%
IBOC INTERNATIONAL BANCSHARES CORP 0.0%
Value ($000) $165 Shares 3,602 Est. Cost $44.35 Unrealized 0.0%
INTUITIVE SURGICAL INC NEW 0.0%
Value ($000) $164 Shares 618 Est. Cost $570914.75 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $163 Shares 1,757 Est. Cost $52.97 Unrealized +57.9%
VSH VISHAY INTERTECHNOLOGY, INC. 0.0%
Value ($000) $161 Shares 7,447 Est. Cost $19.78 Unrealized 0.0%
AFG AMERICAN FINANCIAL GROUP INC OHIO 0.0%
Value ($000) $160 Shares 1,164 Est. Cost $110.29 Unrealized 0.0%
MEDPACE HOLDINGS INC 0.0%
Value ($000) $158 Shares 743 Est. Cost $212.41 Unrealized
NAVIENT CORPORATION 0.0%
Value ($000) $158 Shares 9,580 Est. Cost $16.45 Unrealized
S&P GLOBAL INC 0.0%
Value ($000) $155 Shares 462 Est. Cost $424889.62 Unrealized
FIRST AMERICAN FINANCIAL CORP 0.0%
Value ($000) $153 Shares 2,930 Est. Cost $52.34 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $147 Shares 9,013 Est. Cost $22.65 Unrealized -29.4%
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value ($000) $147 Shares 2,109 Est. Cost $74.11 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $147 Shares 771 Est. Cost $218.50 Unrealized -25.1%
VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $143 Shares 3,641 Est. Cost $54014.35 Unrealized
BUNGE LIMITED 0.0%
Value ($000) $142 Shares 1,419 Est. Cost $81319.95 Unrealized
CROWN CASTLE INC COM 0.0%
Value ($000) $138 Shares 1,016 Est. Cost $103080.05 Unrealized
EATON CORP PLC 0.0%
Value ($000) $138 Shares 877 Est. Cost $148934.67 Unrealized
MKC MCCORMICK & CO INC NON VTG 0.0%
Value ($000) $137 Shares 1,648 Est. Cost $78.00 Unrealized -4.1%
DUPONT DE NEMOURS INC 0.0%
Value ($000) $135 Shares 1,969 Est. Cost $67989.84 Unrealized
NETWORK APPLIANCE INC 0.0%
Value ($000) $135 Shares 2,242 Est. Cost $60.06 Unrealized
WEC ENERGY GROUP INC 0.0%
Value ($000) $134 Shares 1,424 Est. Cost $88199.44 Unrealized
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $133 Shares 943 Est. Cost $112.12 Unrealized +9.7%
ENBRIDGE INC 0.0%
Value ($000) $133 Shares 3,391 Est. Cost $23333.90 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $132 Shares 2,127 Est. Cost $58.37 Unrealized -0.1%
MTZ MASTEC INC COM 0.0%
Value ($000) $131 Shares 1,535 Est. Cost $87.12 Unrealized -5.8%
ARES CAPITAL CORP 0.0%
Value ($000) $124 Shares 6,714 Est. Cost $9366.15 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $124 Shares 1,245 Est. Cost $69.35 Unrealized +25.0%
VICI VICI PROPERTIES INC 0.0%
Value ($000) $123 Shares 3,794 Est. Cost $25.17 Unrealized +7.1%
MLM MARTIN MARIETTA MATERIALS 0.0%
Value ($000) $121 Shares 357 Est. Cost $369.23 Unrealized -9.4%
MS MORGAN STANLEY 0.0%
Value ($000) $121 Shares 1,418 Est. Cost $55.69 Unrealized +37.9%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $120 Shares 3,083 Est. Cost $39.17 Unrealized -10.4%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $120 Shares 593 Est. Cost $167.16 Unrealized +19.1%
LIFE STORAGE INC 0.0%
Value ($000) $119 Shares 1,209 Est. Cost $59527.42 Unrealized
TERADATA CORP 0.0%
Value ($000) $117 Shares 3,480 Est. Cost $33.66 Unrealized
PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $117 Shares 1,392 Est. Cost $64399.43 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $116 Shares 958 Est. Cost $122.94 Unrealized 0.0%
PINNACLE FINANCIAL PARTNERS INC 0.0%
Value ($000) $116 Shares 1,581 Est. Cost $73.40 Unrealized
FHN FIRST HORIZON NATL C 0.0%
Value ($000) $114 Shares 4,671 Est. Cost $21.53 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $113 Shares 816 Est. Cost $126.62 Unrealized -0.2%
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $113 Shares 2,993 Est. Cost $33.92 Unrealized 0.0%
BLACKROCK LARGE CAP SER FUNDS IN EVENT DRIVEN EQ 0.0%
Value ($000) $111 Shares 11,508 Est. Cost $9750.35 Unrealized
NEXTERA ENERGY PARTNERS LP UNIT PART IN 0.0%
Value ($000) $111 Shares 1,584 Est. Cost $43276.18 Unrealized
MERCK & CO INC 0.0%
Value ($000) $111 Shares 1,000 Est. Cost $75110.00 Unrealized
MUTUAL FUND SER TR CATALST MILL I 0.0%
Value ($000) $110 Shares 3,038 Est. Cost $36296.32 Unrealized
COLM COLUMBIA SPORTSWEAR CO. 0.0%
Value ($000) $109 Shares 1,248 Est. Cost $76.46 Unrealized 0.0%
MAGELLAN MIDSTREAM PARTNERS LP UNIT RP LP 0.0%
Value ($000) $106 Shares 2,111 Est. Cost $33478.07 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $105 Shares 2,766 Est. Cost $31.39 Unrealized 0.0%
SNA SNAP ON INC 0.0%
Value ($000) $104 Shares 457 Est. Cost $172.80 Unrealized +20.4%
NSRGY NESTLE SA SP ADR 0.0%
Value ($000) $104 Shares 903 Est. Cost $117006.97 Unrealized
BCE INC NEW 0.0%
Value ($000) $102 Shares 2,322 Est. Cost $26922.66 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $102 Shares 400 Est. Cost $228.04 Unrealized -2.1%
PACWEST BANCORP 0.0%
Value ($000) $98 Shares 4,285 Est. Cost $22.95 Unrealized
WELLS FARGO CO DEP 1/1000 A 0.0%
Value ($000) $96 Shares 4,170 Est. Cost $27349.88 Unrealized
GMAB GENMAB AS SP ADS 0.0%
Value ($000) $95 Shares 2,241 Est. Cost $37132.25 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $93 Shares 4,343 Est. Cost $20.66 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $93 Shares 1,473 Est. Cost $25.18 Unrealized +157.0%
SIGNATURE BANK NEW YORK NY 0.0%
Value ($000) $93 Shares 803 Est. Cost $115.22 Unrealized
FIDELITY NATIONAL FINANCIAL IN FNF GROUP 0.0%
Value ($000) $86 Shares 2,280 Est. Cost $45339.91 Unrealized
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $83 Shares 5,139 Est. Cost $20.36 Unrealized -26.0%
ASHTEAD GROUP PLC UNSPONSORED ADR 0.0%
Value ($000) $83 Shares 366 Est. Cost $213946.62 Unrealized
HDFC BANK LTD SP ADS 0.0%
Value ($000) $82 Shares 1,199 Est. Cost $73111.30 Unrealized
L LOEWS CORP 0.0%
Value ($000) $81 Shares 1,387 Est. Cost $55.15 Unrealized 0.0%
CORTEVA INC 0.0%
Value ($000) $81 Shares 1,372 Est. Cost $42079.44 Unrealized
AAGIY AIA GROUP LTD SP ADR 0.0%
Value ($000) $80 Shares 1,811 Est. Cost $45075.90 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $80 Shares 727 Est. Cost $84.09 Unrealized +29.4%
TER TERADYNE INC 0.0%
Value ($000) $79 Shares 909 Est. Cost $84.55 Unrealized 0.0%
LONZA GROUP AG UNSPONSORED ADR 0.0%
Value ($000) $79 Shares 1,625 Est. Cost $60373.96 Unrealized
WFC WELLS FARGO CO 0.0%
Value ($000) $79 Shares 1,903 Est. Cost $41.59 Unrealized -1.8%
DU PONT E I DE NEMOURS & CO PFD $4.50 0.0%
Value ($000) $78 Shares 1,000 Est. Cost $115990.00 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $78 Shares 800 Est. Cost $130.59 Unrealized -28.6%
AT&T INC 0.0%
Value ($000) $76 Shares 4,150 Est. Cost $27433.15 Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON ADR 0.0%
Value ($000) $76 Shares 522 Est. Cost $99898.35 Unrealized
ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $75 Shares 1,040 Est. Cost $31561.75 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $73 Shares 1,945 Est. Cost $47049.87 Unrealized
AMEFX INCOME FUND OF AMERICA - F2 0.0%
Value ($000) $72 Shares 3,198 Est. Cost $20486.65 Unrealized
CHS INC RED PFD SER3 CLB 0.0%
Value ($000) $72 Shares 3,000 Est. Cost $28120.00 Unrealized
COMPASS GROUP 0.0%
Value ($000) $72 Shares 3,091 Est. Cost $22788.93 Unrealized
YUM CHINA HOLDINGS INC 0.0%
Value ($000) $71 Shares 1,297 Est. Cost $54028.60 Unrealized
ASML HOLDING NV NY REGISTRY 0.0%
Value ($000) $70 Shares 128 Est. Cost $703189.40 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $69 Shares 924 Est. Cost $80.20 Unrealized -14.1%
DOW DOW INC 0.0%
Value ($000) $69 Shares 1,372 Est. Cost $47.81 Unrealized -15.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $67 Shares 930 Est. Cost $54.83 Unrealized +19.0%
NVO NOVO-NORDISK AS ADR 0.0%
Value ($000) $64 Shares 470 Est. Cost $78460.71 Unrealized
KELLOGG CO 0.0%
Value ($000) $62 Shares 865 Est. Cost $51.36 Unrealized +18.6%
STREETTRACKS GOLD SHS 0.0%
Value ($000) $62 Shares 363 Est. Cost $154669.42 Unrealized
DUKE ENERGY CORP NEW 0.0%
Value ($000) $61 Shares 596 Est. Cost $97626.21 Unrealized
SAP SAP SE SP ADR 0.0%
Value ($000) $61 Shares 593 Est. Cost $119875.36 Unrealized
CRI CARTERS INC 0.0%
Value ($000) $60 Shares 809 Est. Cost $62.05 Unrealized 0.0%
JPMORGAN I HEDGED EQUITY I 0.0%
Value ($000) $58 Shares 2,378 Est. Cost $23083.54 Unrealized
PAN PAC INTL HOLDINGS CORP UNSPONSORED ADS 0.0%
Value ($000) $58 Shares 3,128 Est. Cost $15970.29 Unrealized
PRNDY PERNOD RICARD SA SP ADR 0.0%
Value ($000) $58 Shares 1,468 Est. Cost $47865.87 Unrealized
FANUY FANUC CORPORATION ADR 0.0%
Value ($000) $56 Shares 3,796 Est. Cost $22425.43 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $56 Shares 266 Est. Cost $210.52 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $55 Shares 251 Est. Cost $220.68 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $55 Shares 144 Est. Cost $384.21 Unrealized
LONDON STOCK EXCHANGE GROUP UNSPONSORED ADR 0.0%
Value ($000) $54 Shares 2,510 Est. Cost $27109.33 Unrealized
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CB 0.0%
Value ($000) $52 Shares 2,581 Est. Cost $22216.80 Unrealized
DAIKIN INDUSTRIES LTD UNSPONSORED ADS 0.0%
Value ($000) $51 Shares 3,355 Est. Cost $19254.30 Unrealized
PACER FDS TR US CASH COWS 100 0.0%
Value ($000) $50 Shares 1,075 Est. Cost $41019.80 Unrealized
INTERACTIVE BROKERS GROUP INC CL A 0.0%
Value ($000) $49 Shares 672 Est. Cost $72.35 Unrealized
KSRYY KOSE CORP UNSPONSORD ADR 0.0%
Value ($000) $48 Shares 2,215 Est. Cost $28294.98 Unrealized
ALSMY ALSTOM SA ADR 0.0%
Value ($000) $48 Shares 20,062 Est. Cost $4784.48 Unrealized
GOLDMAN SACHS GROUP INC D 1/1000 0.0%
Value ($000) $47 Shares 2,572 Est. Cost $25299.77 Unrealized
KRYAY KERRY GROUP PLC SP ADR 0.0%
Value ($000) $46 Shares 515 Est. Cost $137634.64 Unrealized
CAPGEMINI S E UNSPONSORED ADR 0.0%
Value ($000) $46 Shares 1,374 Est. Cost $32131.12 Unrealized
TERUMO CORP ADR 0.0%
Value ($000) $46 Shares 1,624 Est. Cost $29817.53 Unrealized
MRAAY MURATA MFG CO LTD UNSPONSORED ADR 0.0%
Value ($000) $46 Shares 3,712 Est. Cost $19286.52 Unrealized
IYK ISHARES DOW JONES US CONSUMER GOODS FUND 0.0%
Value ($000) $46 Shares 225 Est. Cost $202.78 Unrealized
SF STIFEL FINANCIAL CORP 0.0%
Value ($000) $45 Shares 773 Est. Cost $55.76 Unrealized 0.0%
TELEPERFORMANCE UNSPONSORD ADR 0.0%
Value ($000) $45 Shares 375 Est. Cost $163963.14 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.0%
Value ($000) $43 Shares 1,285 Est. Cost $20295.20 Unrealized
TESLA INC 0.0%
Value ($000) $42 Shares 345 Est. Cost $17651.70 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.0%
Value ($000) $41 Shares 484 Est. Cost $84.80 Unrealized
IYY ISHARES TR DOW JONES US ETF 0.0%
Value ($000) $41 Shares 438 Est. Cost $93.45 Unrealized
RECRUIT HOLDINGS CO LTD UNSPONSORD ADR 0.0%
Value ($000) $40 Shares 6,542 Est. Cost $10122.90 Unrealized
KIGRY KION GROUP AG ADR 0.0%
Value ($000) $40 Shares 5,710 Est. Cost $12471.00 Unrealized
FRANKLIN FTSE UNITED KINGDOM ETF 0.0%
Value ($000) $40 Shares 1,760 Est. Cost $17298.13 Unrealized
GE GENERAL ELECTRIC CO NEW 0.0%
Value ($000) $40 Shares 473 Est. Cost $62.95 Unrealized -23.1%
ILCB ISHARES MORNINGSTAR US EQUITY ETF 0.0%
Value ($000) $39 Shares 744 Est. Cost $52.64 Unrealized
WORLDLINE SA UNSPONSORD ADR 0.0%
Value ($000) $39 Shares 2,004 Est. Cost $25570.56 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX 0.0%
Value ($000) $38 Shares 1,727 Est. Cost $13854.83 Unrealized
EWY ISHARES INC MSCI SOUTH KOREA INDX FD 0.0%
Value ($000) $37 Shares 661 Est. Cost $56.48 Unrealized
SIKA AG UNSPONSORD ADR 0.0%
Value ($000) $37 Shares 1,548 Est. Cost $32508.91 Unrealized
SPDR S&P 500 ETF 0.0%
Value ($000) $37 Shares 96 Est. Cost $190473.92 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $36 Shares 1,108 Est. Cost $18345.10 Unrealized
IYC ISHARES TR US CONSUM DISCRE 0.0%
Value ($000) $36 Shares 636 Est. Cost $56.96 Unrealized
AECOM 0.0%
Value ($000) $36 Shares 426 Est. Cost $84.93 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $36 Shares 274 Est. Cost $129.61 Unrealized 0.0%
KINDER MORGAN INC 0.0%
Value ($000) $36 Shares 1,966 Est. Cost $8978.14 Unrealized
ISHARES MSCI INDIA INDEX ETF 0.0%
Value ($000) $35 Shares 838 Est. Cost $34466.82 Unrealized
INVESCO EXCH TRADED FD TR II DWA SMLCP MENT 0.0%
Value ($000) $35 Shares 479 Est. Cost $68500.00 Unrealized
ADYEN NV UNSPONSRED ADS 0.0%
Value ($000) $35 Shares 2,522 Est. Cost $19029.04 Unrealized
VFC VF CORP 0.0%
Value ($000) $34 Shares 1,223 Est. Cost $75.33 Unrealized -61.0%
IWR ISHARES RUSSELL MIDCAP INDEX FUND 0.0%
Value ($000) $32 Shares 468 Est. Cost $67.45 Unrealized
VANECK ETF TRUST VANECK VIETNAM 0.0%
Value ($000) $31 Shares 2,631 Est. Cost $9426.10 Unrealized
SAMSONITE INTERNATIONAL 0.0%
Value ($000) $31 Shares 2,374 Est. Cost $13.09 Unrealized
PROLOGIS 0.0%
Value ($000) $30 Shares 266 Est. Cost $117646.62 Unrealized
TECHTRONIC INDUSTRIES LTD SP ADR 0.0%
Value ($000) $29 Shares 519 Est. Cost $99399.45 Unrealized
CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $28 Shares 670 Est. Cost $51759.70 Unrealized
IYR ISHARES DJ US REAL ESTATE 0.0%
Value ($000) $27 Shares 321 Est. Cost $84.19 Unrealized
OTIS WORLDWIDE CORP 0.0%
Value ($000) $26 Shares 335 Est. Cost $82277.61 Unrealized
AMERICAN TOWER CORP 0.0%
Value ($000) $21 Shares 101 Est. Cost $249109.80 Unrealized
2ND VOTE FDS 2ND VOTE SOCIETY 0.0%
Value ($000) $21 Shares 639 Est. Cost $20066.40 Unrealized
ADVISORS INNER CIRCLE FUND III GQG PRTN INST 0.0%
Value ($000) $21 Shares 1,646 Est. Cost $12935.44 Unrealized
IYJ ISHARES DJ US INDUSTRIAL 0.0%
Value ($000) $20 Shares 206 Est. Cost $96.46 Unrealized
SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $19 Shares 220 Est. Cost $72018.18 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $19 Shares 170 Est. Cost $129.16 Unrealized -21.5%
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $18 Shares 370 Est. Cost $49.11 Unrealized
DUTCH BROTHERS INC CL A 0.0%
Value ($000) $17 Shares 600 Est. Cost $28.19 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $16 Shares 467 Est. Cost $34.70 Unrealized -3.3%
SEA LTD SPONSORD ADS 0.0%
Value ($000) $15 Shares 284 Est. Cost $107140.47 Unrealized
CENTENE CORP 0.0%
Value ($000) $14 Shares 174 Est. Cost $82.01 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $14 Shares 88 Est. Cost $189.75 Unrealized -20.1%
VISA INC CL A 0.0%
Value ($000) $12 Shares 59 Est. Cost $218006.73 Unrealized
TJX TJX COS INC 0.0%
Value ($000) $12 Shares 150 Est. Cost $59.89 Unrealized +18.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $12 Shares 185 Est. Cost $54.21 Unrealized 0.0%
VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $11 Shares 46 Est. Cost $248.04 Unrealized
ACCENTURE PLC IRELAND CLASS A 0.0%
Value ($000) $11 Shares 42 Est. Cost $266924.20 Unrealized
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $11 Shares 96 Est. Cost $91187.50 Unrealized
PG&E CORPORATION 0.0%
Value ($000) $11 Shares 660 Est. Cost $16.26 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $10 Shares 41 Est. Cost $228.84 Unrealized 0.0%
SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $10 Shares 211 Est. Cost $47886.26 Unrealized
SRE SEMPRA 0.0%
Value ($000) $10 Shares 64 Est. Cost $69.81 Unrealized 0.0%
NOC NORTHROP CORP 0.0%
Value ($000) $10 Shares 18 Est. Cost $495.16 Unrealized 0.0%
NEM NEWMONT MNG CORP HLD 0.0%
Value ($000) $10 Shares 205 Est. Cost $59.49 Unrealized -31.4%
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $10 Shares 182 Est. Cost $52.57 Unrealized
WBD WARNER BROTHERS DISCOVERY INC SER A 0.0%
Value ($000) $9 Shares 1,002 Est. Cost $18.55 Unrealized -39.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $9 Shares 277 Est. Cost $31.31 Unrealized +1.3%
SO SOUTHERN COMPANY 0.0%
Value ($000) $9 Shares 127 Est. Cost $59.62 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $34.38 Unrealized -0.1%
CMI CUMMINS INC 0.0%
Value ($000) $8 Shares 34 Est. Cost $220.78 Unrealized 0.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WT EXP 080327 0.0%
Value ($000) $8 Shares 184 Est. Cost $11847.83 Unrealized
SPDR SER TR S&P BIOTECH 0.0%
Value ($000) $7 Shares 90 Est. Cost $83.00 Unrealized
AWK AMERICAN WATER WORKS CO. 0.0%
Value ($000) $7 Shares 47 Est. Cost $134.83 Unrealized 0.0%
UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 100 Est. Cost $65510.00 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 65 Est. Cost $75.39 Unrealized +21.2%
KONTOOR BRANDS INC 0.0%
Value ($000) $7 Shares 166 Est. Cost $49945.78 Unrealized
NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $6 Shares 71 Est. Cost $76000.00 Unrealized
BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $6 Shares 117 Est. Cost $45222.22 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $6 Shares 23 Est. Cost $219.91 Unrealized +8.2%
LINDE PLC 0.0%
Value ($000) $6 Shares 18 Est. Cost $269555.56 Unrealized
VALERO ENERGY CORP 0.0%
Value ($000) $6 Shares 44 Est. Cost $126.84 Unrealized
DIAGEO 0.0%
Value ($000) $6 Shares 31 Est. Cost $169806.45 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $5 Shares 49 Est. Cost $94.86 Unrealized 0.0%
AMERIPRISE FINANCIAL, INC. 0.0%
Value ($000) $5 Shares 16 Est. Cost $251937.50 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $5 Shares 24 Est. Cost $195.74 Unrealized -2.8%
NEWFX NEW WORLD FUND INC 0.0%
Value ($000) $5 Shares 71 Est. Cost $86703.55 Unrealized
FKINX FRANKLIN CUSTODIAN FUNDS INCOME FUND A1 0.0%
Value ($000) $4 Shares 1,873 Est. Cost $2267.48 Unrealized
ARCUS BIOSCIENCES INC 0.0%
Value ($000) $4 Shares 180 Est. Cost $20.68 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $133.82 Unrealized -4.2%
F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $3 Shares 154 Est. Cost $20.01 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $259.06 Unrealized +6.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $3 Shares 12 Est. Cost $229.70 Unrealized -2.1%
BLACKROCK INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $550250.00 Unrealized
ORGANON & CO COMMON STOCK 0.0%
Value ($000) $3 Shares 100 Est. Cost $32790.00 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $240.54 Unrealized -12.3%
DG DOLLAR GENERAL CORP. 0.0%
Value ($000) $2 Shares 10 Est. Cost $232.01 Unrealized +0.5%
VIATRIS INC 0.0%
Value ($000) $2 Shares 219 Est. Cost $13551.57 Unrealized
INTERCONTINENTAL EXCHANGE GROUP. INC. 0.0%
Value ($000) $2 Shares 23 Est. Cost $90347.83 Unrealized
TRUIST FINANCIAL CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $43540.00 Unrealized
CXT CRANE HOLDINGS CO 0.0%
Value ($000) $2 Shares 21 Est. Cost $31.63 Unrealized +6.3%
KYNDRYL HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 187 Est. Cost $18095.24 Unrealized
EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 80 Est. Cost $25312.50 Unrealized
WAB WABTEC 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.00 Unrealized +11.9%
ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $130757.58 Unrealized
VTIAX VANGUARD STAR FUNDS TL INT STOCK INDEX 0.0%
Value ($000) $1 Shares 30 Est. Cost $27.97 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $62.50 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $50000.00 Unrealized
ACCELLERON INDUSTRIES AG UNSPONSORED ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.00 Unrealized
ANGEL OAK FUNDS TR MULTI STR INST 0.0%
Value ($000) $0 Shares 2 Est. Cost $10000.00 Unrealized
CONTRA MORGAN STANLEY EASTERN EUROPE FUND INC 0.0%
Value ($000) $0 Shares 2,908 Est. Cost Unrealized