WestEnd Advisors, LLC Diversified Active

CIK: 0001351731 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 28, 2023

Total Value ($000): $3,218,482 (0.0% shares, 100.0% debt)

Holdings (312)

XLK SELECT SECTOR SPDR TR SBI INT- 12.9%
Value ($000) $414,564 Shares 2,745,271 Est. Cost $118.78 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEAL 11.3%
Value ($000) $364,768 Shares 2,817,611 Est. Cost $121.11 Unrealized
VEU VANGUARD INTL EQUI plus A73 plus A62:M100 plus A plus A62:M100 8.6%
Value ($000) $277,881 Shares 5,196,955 Est. Cost $56276.61 Unrealized
VPL VANGUARD INTL EQUITY INDEX F P 7.5%
Value ($000) $242,251 Shares 3,571,967 Est. Cost $72242.12 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS 6.4%
Value ($000) $206,111 Shares 2,758,812 Est. Cost $76.55 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNIC 6.1%
Value ($000) $195,510 Shares 3,372,601 Est. Cost $57526.89 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS 4.8%
Value ($000) $153,231 Shares 1,024,682 Est. Cost $143.44 Unrealized
IEI ISHARES TR LEHMAN 3-7 YR 4.5%
Value ($000) $146,125 Shares 1,242,034 Est. Cost $73509.04 Unrealized
XLU SELECT SECTOR SPDR TR SBI INT- 4.1%
Value ($000) $131,787 Shares 1,946,917 Est. Cost $35351.36 Unrealized
TLT ISHARES TR 20 plus YR TRS BD 3.5%
Value ($000) $111,408 Shares 1,047,364 Est. Cost $33153.34 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TE 2.9%
Value ($000) $93,095 Shares 1,160,490 Est. Cost $75.68 Unrealized
VCLT VANGUARD SCOTTSDALE FDS LG-TER 2.5%
Value ($000) $80,779 Shares 1,013,278 Est. Cost $81375.99 Unrealized
TFLO ISHARES TR TRS FLT RT BD 1.8%
Value ($000) $56,409 Shares 1,115,019 Est. Cost $50.51 Unrealized
IEUR ISHARES TR CORE MSCI EURO 1.3%
Value ($000) $40,979 Shares 782,334 Est. Cost $56852.13 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $37,567 Shares 130,305 Est. Cost $66.84 Unrealized +273.2%
AMZN AMAZON COM INC 1.1%
Value ($000) $36,229 Shares 350,747 Est. Cost $115.94 Unrealized -16.7%
CRM SALESFORCE INC COM 1.1%
Value ($000) $35,958 Shares 179,990 Est. Cost $221.07 Unrealized -24.5%
AAPL APPLE INC COM 1.1%
Value ($000) $35,516 Shares 215,377 Est. Cost $112.92 Unrealized +28.8%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $35,206 Shares 339,398 Est. Cost $105.83 Unrealized -10.0%
PEP PEPSICO INC 1.1%
Value ($000) $34,731 Shares 190,517 Est. Cost $154.42 Unrealized +2.8%
TMO THERMO FISHER SCIENTIFIC INC C 1.1%
Value ($000) $34,306 Shares 59,520 Est. Cost $544.85 Unrealized +2.5%
WMT WALMART INC 1.1%
Value ($000) $34,260 Shares 232,347 Est. Cost $42.00 Unrealized +9.0%
CMCSA COMCAST CORP 1.1%
Value ($000) $34,041 Shares 897,930 Est. Cost $36.57 Unrealized -5.3%
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $33,582 Shares 416,542 Est. Cost $74.86 Unrealized -0.5%
TMUS T-MOBILE US INC 1.0%
Value ($000) $33,558 Shares 231,688 Est. Cost $126.05 Unrealized +11.0%
V VISA INC 1.0%
Value ($000) $33,423 Shares 148,244 Est. Cost $198.34 Unrealized +9.8%
MA MASTERCARD INCORPORATED CL A 1.0%
Value ($000) $33,389 Shares 91,878 Est. Cost $134.18 Unrealized +166.4%
DUK DUKE ENERGY CORP NEW COM NEW 1.0%
Value ($000) $33,339 Shares 345,589 Est. Cost $93.06 Unrealized -5.3%
JNJ JOHNSON AND JOHNSON 1.0%
Value ($000) $33,076 Shares 213,391 Est. Cost $122.00 Unrealized +21.2%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $32,666 Shares 69,121 Est. Cost $175.12 Unrealized +161.1%
MRK MERCK N CO INC NEW 1.0%
Value ($000) $31,972 Shares 300,518 Est. Cost $81.18 Unrealized +21.6%
DIS DISNEY WALT CO 0.9%
Value ($000) $30,486 Shares 304,461 Est. Cost $131.81 Unrealized -25.3%
NVDA NVIDIA CORP 0.6%
Value ($000) $19,330 Shares 69,589 Est. Cost $22.37 Unrealized -3.3%
QCOM QUALCOMM INC 0.5%
Value ($000) $17,309 Shares 135,675 Est. Cost $133.14 Unrealized -12.6%
ABBV ABBVIE INC 0.5%
Value ($000) $17,155 Shares 107,645 Est. Cost $134.17 Unrealized +2.9%
TJX TJX COS INC 0.5%
Value ($000) $16,717 Shares 213,331 Est. Cost $51.72 Unrealized +46.3%
ACWI ISHARES TR MSCI ACWI INDX 0.2%
Value ($000) $7,429 Shares 81,493 Est. Cost $40424.47 Unrealized
AOR ISHARES CORE GROWTH ALLOCATI 0.2%
Value ($000) $5,326 Shares 106,459 Est. Cost $24941.25 Unrealized
SPY SPDR TR UNIT SER 1 0.2%
Value ($000) $4,969 Shares 12,137 Est. Cost $179381.25 Unrealized
VT VANGUARD TTL WRLD STK INDX 0.0%
Value ($000) $330 Shares 3,582 Est. Cost $2542.90 Unrealized
GLDM WORLD GOLD TR SPDR GLD MINIS 0.0%
Value ($000) $290 Shares 7,413 Est. Cost $8303.52 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $203 Shares 901 Est. Cost $168014.05 Unrealized
MLPX GLOBAL X FDS GLB X MLP ENRG I 0.0%
Value ($000) $167 Shares 4,191 Est. Cost $25170.49 Unrealized
MCHI ISHARES TR MSCI CHINA IDX 0.0%
Value ($000) $138 Shares 2,757 Est. Cost $42.68 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $134 Shares 1,616 Est. Cost $72.10 Unrealized
XLI INDUSTRIAL SEL SEC SPDR FD 0.0%
Value ($000) $120 Shares 1,190 Est. Cost $82.80 Unrealized
EWG ISHARES INC MSCI GERMAN 0.0%
Value ($000) $88 Shares 3,104 Est. Cost $28.46 Unrealized
EWT ISHARES INC MSCI TIW ETF NEW 0.0%
Value ($000) $65 Shares 1,435 Est. Cost $40.16 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $57 Shares 1,776 Est. Cost $28962.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $47 Shares 114 Est. Cost $125302.98 Unrealized
DBA INVESCO DB MLTI SECTR CMMTY AG 0.0%
Value ($000) $28 Shares 1,393 Est. Cost $20.43 Unrealized
DBP INVESCO DB MLTI SECTR CMMTY PR 0.0%
Value ($000) $27 Shares 536 Est. Cost $51.04 Unrealized
SHY ISHARES TR 1-3 YR TRS BD 0.0%
Value ($000) $26 Shares 316 Est. Cost $82.16 Unrealized
AOM ISHARES CORE MODERATE ALLOCA 0.0%
Value ($000) $25 Shares 623 Est. Cost $23502.95 Unrealized
EWZ ISHARES INC MSCI BRAZIL 0.0%
Value ($000) $23 Shares 850 Est. Cost $29.27 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $22 Shares 149 Est. Cost $81.45 Unrealized +63.5%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $15 Shares 117 Est. Cost $106.65 Unrealized +20.2%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $15 Shares 75 Est. Cost $146.31 Unrealized +29.4%
EWW ISHARES INC MSCI MEXICO 0.0%
Value ($000) $13 Shares 216 Est. Cost $49.45 Unrealized
SPSB SPDR SERIES TRUST BARC CAPTL E 0.0%
Value ($000) $10 Shares 345 Est. Cost $2190.39 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $10 Shares 34 Est. Cost $227.94 Unrealized +24.9%
HYG ISHARES TR HIGH YLD CORP 0.0%
Value ($000) $10 Shares 130 Est. Cost $75.55 Unrealized
IWV ISHARES TR RUSSELL 3000 0.0%
Value ($000) $9 Shares 39 Est. Cost $105022.80 Unrealized
PFF ISHARES TR US PFD STK IDX 0.0%
Value ($000) $9 Shares 279 Est. Cost $34637.79 Unrealized
VYMI VANGUARD WHITEHALL FDS INC INT 0.0%
Value ($000) $7 Shares 112 Est. Cost $65475.75 Unrealized
DVYA ISHARES INC ASIA PAC30 IDX 0.0%
Value ($000) $7 Shares 201 Est. Cost $20428.28 Unrealized
XLB SELECT SECTOR SPDR TR SBI MATE 0.0%
Value ($000) $6 Shares 74 Est. Cost $80.66 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $6 Shares 55 Est. Cost $111.19 Unrealized -13.8%
META META PLATFORMS INC CL A 0.0%
Value ($000) $5 Shares 23 Est. Cost $200.78 Unrealized -15.8%
TSLA TESLA MTRS INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $246.56 Unrealized -29.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $72.09 Unrealized -2.0%
LLY LILLY ELI AND CO 0.0%
Value ($000) $3 Shares 10 Est. Cost $233.71 Unrealized +41.2%
KO COCA COLA CO 0.0%
Value ($000) $3 Shares 55 Est. Cost $55.80 Unrealized -0.7%
COST COSTCO WHSL CORP 0.0%
Value ($000) $3 Shares 6 Est. Cost $488.73 Unrealized -3.6%
PFE PFIZER INC 0.0%
Value ($000) $3 Shares 72 Est. Cost $35.65 Unrealized +2.5%
IYZ ISHARES TR DJ US TELECOMM 0.0%
Value ($000) $3 Shares 115 Est. Cost $22506.61 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $2 Shares 23 Est. Cost $107.05 Unrealized -6.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $82.07 Unrealized +6.0%
DHR DANAHER CORP DEL 0.0%
Value ($000) $2 Shares 8 Est. Cost $222.99 Unrealized +0.5%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 28 Est. Cost $56.93 Unrealized +8.0%
BIL SPDR SER TR SPDR BLOOMBERG 0.0%
Value ($000) $2 Shares 21 Est. Cost $91.81 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $44.64 Unrealized +29.0%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $2 Shares 47 Est. Cost $35.36 Unrealized -7.5%
SO SOUTHERN CO 0.0%
Value ($000) $2 Shares 25 Est. Cost $63.41 Unrealized -4.3%
NFLX NETFLIX COM INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $41.47 Unrealized -20.2%
AMGN AMGEN INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $212.64 Unrealized +5.4%
T AT AND T INC 0.0%
Value ($000) $2 Shares 81 Est. Cost $16.47 Unrealized -0.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.49 Unrealized -3.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $216.49 Unrealized +15.7%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $395.52 Unrealized +15.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $56.81 Unrealized +31.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $57.46 Unrealized +6.4%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $78.01 Unrealized -3.6%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.68 Unrealized -3.1%
ADBE ADOBE SYS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $506.88 Unrealized -29.9%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.0%
Value ($000) $1 Shares 4 Est. Cost $279.29 Unrealized -6.4%
SYK STRYKER CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $239.12 Unrealized +7.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.76 Unrealized +7.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $161.69 Unrealized -0.2%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $63.55 Unrealized -20.4%
SRE SEMPRA COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $71.23 Unrealized -2.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $295.11 Unrealized -16.5%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $232.64 Unrealized +18.7%
ZTS ZOETIS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $168.59 Unrealized -5.7%
BDX BECTON DICKINSON AND CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $231.25 Unrealized +0.4%
NKE NIKE INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $126.24 Unrealized -7.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $95.50 Unrealized -14.8%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $423.31 Unrealized +13.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $42.25 Unrealized +11.5%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $228.67 Unrealized +31.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $73.81 Unrealized +14.9%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $38.10 Unrealized -1.8%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $51.06 Unrealized -46.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.53 Unrealized -2.7%
INTU INTUIT 0.0%
Value ($000) $1 Shares 2 Est. Cost $415.78 Unrealized -3.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $97.66 Unrealized -0.6%
TGT TARGET CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $174.37 Unrealized -14.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 1 Est. Cost $503.83 Unrealized +48.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.29 Unrealized -3.7%
LOW LOWES COS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $179.52 Unrealized +7.1%
SHYG ISHARES TR 0-5YR HI YL CP 0.0%
Value ($000) $1 Shares 19 Est. Cost $43960.00 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $215.91 Unrealized +14.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $1 Shares 6 Est. Cost $113.78 Unrealized +6.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.91 Unrealized +1.1%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $230.69 Unrealized +4.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $126.49 Unrealized -11.5%
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $251.10 Unrealized +41.8%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.15 Unrealized -3.9%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $87995.87 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.95 Unrealized +4.4%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.39 Unrealized +1.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $87.88 Unrealized -4.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $96.29 Unrealized -18.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $75.46 Unrealized -1.4%
EIX EDISON INTL 0.0%
Value ($000) $1 Shares 9 Est. Cost $56.52 Unrealized +4.8%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $210.49 Unrealized +0.8%
ES EVERSOURCE 0.0%
Value ($000) $1 Shares 8 Est. Cost $73.54 Unrealized -5.7%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $312.34 Unrealized -47.2%
AEE AMEREN CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $80.11 Unrealized -2.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $150.71 Unrealized +13.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $139.21 Unrealized -0.2%
PCG PGANDE CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.95 Unrealized +4.5%
DXCM DEXCOM INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $92.22 Unrealized +21.4%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $253.68 Unrealized +9.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.89 Unrealized +10.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $68.70 Unrealized +15.0%
SYY SYSCO CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.75 Unrealized -5.4%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $48.91 Unrealized +4.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $50.06 Unrealized -4.6%
LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $650000.00 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $208.68 Unrealized +4.1%
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $552.18 Unrealized -13.3%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $35.57 Unrealized +0.8%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.20 Unrealized +1.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $370.27 Unrealized -44.7%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.72 Unrealized -18.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $229.46 Unrealized -8.1%
KR KROGER CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.81 Unrealized -2.1%
CNC CENTENE CORP DEL 0.0%
Value ($000) $0 Shares 7 Est. Cost $76.31 Unrealized -7.0%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $424.94 Unrealized -0.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $111.60 Unrealized -9.4%
RMD RESMED INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $204.04 Unrealized +3.5%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $59.36 Unrealized -5.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.15 Unrealized +6.3%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $34.04 Unrealized -5.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $80.18 Unrealized -28.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $132.50 Unrealized +42.7%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $27.77 Unrealized -2.5%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.08 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $304.93 Unrealized +25.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $219.07 Unrealized -2.4%
WBD WARNER BROS DISCOVERY INC COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $18.10 Unrealized -21.4%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $135.52 Unrealized -9.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $253.80 Unrealized +40.8%
AES AES CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.46 Unrealized +4.2%
VV VANGUARD INDEX TR LRG CAP VIPE 0.0%
Value ($000) $0 Shares 2 Est. Cost $187.00 Unrealized
COOPER COS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $313000.00 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 2 Est. Cost $184.29 Unrealized -8.5%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $135.02 Unrealized -14.4%
CHTR CHARTER COMMUNICATIONS INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $427.79 Unrealized -12.7%
WALGREENS BOOTS ALLIANCE INC C 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.82 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $326.67 Unrealized -11.2%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.70 Unrealized +2.1%
ARISTA NETWORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $140750.00 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.38 Unrealized +7.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $591.84 Unrealized -50.2%
ANSYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $347000.00 Unrealized
MKC MCCORMICK AND CO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.85 Unrealized -6.2%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $139.03 Unrealized +16.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $54.25 Unrealized -32.4%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 26 Est. Cost $10.13 Unrealized +0.7%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $33.32 Unrealized +15.5%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $128.27 Unrealized +20.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.79 Unrealized -6.8%
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $296.41 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $132.55 Unrealized +2.8%
WAT WATERS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $325.36 Unrealized -0.6%
KNG ETF SER SOLUTIONS FT CBOE VEST 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.50 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.11 Unrealized -6.1%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $139.33 Unrealized +4.1%
MSI MOTOROLA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $188.81 Unrealized +35.3%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $123.33 Unrealized +13.2%
KELLOGG CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.17 Unrealized -4.9%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $307.82 Unrealized -6.6%
RVTY PERKINELMER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $137.28 Unrealized -4.7%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.61 Unrealized +0.4%
CHD CHURCH AND DWIGHT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.87 Unrealized +1.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $108.09 Unrealized +12.6%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.74 Unrealized +7.4%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $133555.56 Unrealized
TFX TELEFLEX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $283.70 Unrealized -16.5%
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $25.69 Unrealized -3.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.72 Unrealized +36.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.26 Unrealized -46.9%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.31 Unrealized +16.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 2 Est. Cost $152.40 Unrealized -26.8%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $64.75 Unrealized +3.1%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.68 Unrealized -16.8%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.93 Unrealized +27.6%
AMLP ALPS ETF TR ALERIAN MLP 0.0%
Value ($000) $0 Shares 6 Est. Cost $38.67 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.26 Unrealized +20.7%
JEPQ J P MORGAN EXCHANGE TRADED F N 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.00 Unrealized
APTIV PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $157000.00 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $182.57 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $118.36 Unrealized -8.1%
VRSN VERISIGN INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $183.39 Unrealized +11.5%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $146.68 Unrealized +47.7%
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.32 Unrealized +2.7%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.06 Unrealized +21.7%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $263.01 Unrealized -21.7%
XYLD GLOBAL X FDS SNP 500 COVERED 0.0%
Value ($000) $0 Shares 5 Est. Cost $40.60 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $244.35 Unrealized -7.3%
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $89.63 Unrealized +3.5%
CDW CDW CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $162.84 Unrealized +16.2%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $65.72 Unrealized -7.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $0 Shares 1 Est. Cost $193.27 Unrealized -2.5%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.71 Unrealized +18.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 3 Est. Cost $72.39 Unrealized -17.5%
GLD SPDR GOLD TRUST GOLD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $183.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.12 Unrealized -20.0%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $27.72 Unrealized -7.2%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.79 Unrealized -12.7%
NRG NRG ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.82 Unrealized -16.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $110.75 Unrealized +39.9%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $45.14 Unrealized +6.3%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.59 Unrealized +2.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $160.05 Unrealized +6.1%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.20 Unrealized -7.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $121.23 Unrealized +13.0%
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $48.22 Unrealized -2.1%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $121.23 Unrealized +11.4%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.79 Unrealized +15.4%
TECH BIO TECHNE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.95 Unrealized -4.9%
RSP INVESCO EXCHANGE TRADED FD T S 0.0%
Value ($000) $0 Shares 1 Est. Cost $141.25 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.06 Unrealized +0.2%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $10.93 Unrealized -11.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $119.77 Unrealized +12.9%
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.54 Unrealized -11.2%
VTV VANGUARD INDEX TR VALUE VIPERS 0.0%
Value ($000) $0 Shares 1 Est. Cost $138.00 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $36666.67 Unrealized
CATALENT INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $109250.00 Unrealized
PTC PTC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.09 Unrealized +11.5%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.53 Unrealized -7.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 8 Est. Cost $13.85 Unrealized +4.4%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.50 Unrealized -27.3%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $156.58 Unrealized -35.5%
HDEF DBX ETF TR EAFE HGH DV YL 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.20 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.57 Unrealized -67.1%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.13 Unrealized -3.0%
LKQ LKQ CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.89 Unrealized +21.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.75 Unrealized -17.8%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $185.07 Unrealized -33.0%
QDF FLEXSHARES TR QUALT DIVD IDX 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.50 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.54 Unrealized -19.5%
TRMB TRIMBLE NAVIGATION LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.50 Unrealized -32.9%
HDV ISHARES TR HGH DIV EQT FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.00 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.31 Unrealized -2.3%
QRVO QORVO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $184.45 Unrealized -45.0%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.72 Unrealized -27.4%
BWA BORG WARNER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.48 Unrealized -1.7%
EXPE EXPEDIA INC DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.25 Unrealized +2.7%
BUNGE LIMITED 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.00 Unrealized
MGM MGM MIRAGE 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.35 Unrealized +0.5%
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.42 Unrealized +0.6%
DON WISDOMTREE TRUST MIDCAP DIVI F 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.00 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $112.27 Unrealized -28.6%
BBY BEST BUY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.95 Unrealized -24.8%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.54 Unrealized -27.4%
THORNBURG INCM BUILDER OPP T 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.60 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.55 Unrealized -41.0%
BBWI BATH N BODY WORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.88 Unrealized -19.3%
CERIDIAN HCM HLDG INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.00 Unrealized -32.4%
OGN ORGANON N CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.79 Unrealized -16.3%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.58 Unrealized -56.1%
JUNIPER NETWORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $30333.33 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.26 Unrealized -19.9%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $23.38 Unrealized -19.3%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $83.69 Unrealized -30.3%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.39 Unrealized -11.7%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.14 Unrealized -5.6%
KMX CARMAX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.63 Unrealized -45.9%
FOX FOX CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.40 Unrealized -7.1%
PHM PULTE HOMES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.43 Unrealized -1.3%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $79.64 Unrealized -36.9%
CZR CAESARS ENTERTAINMENT INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.90 Unrealized -51.4%
VFC V F CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.35 Unrealized -68.5%
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.68 Unrealized -41.7%
DISH NETWORK CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $29625.00 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.69 Unrealized -23.6%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.93 Unrealized -40.6%
NWS NEWS CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.92 Unrealized -13.8%