WestEnd Advisors, LLC Diversified Active

CIK: 0001351731 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 18, 2024

Total Value ($000): $3,646,953 (100.0% shares, 0.0% debt)

Holdings (301)

XLV SELECT SECTOR SPDR TR SBI HEAL 13.4%
Value ($000) $487,928 Shares 3,577,711 Est. Cost $123.66 Unrealized
XLK SELECT SECTOR SPDR TR SBI INT- 12.3%
Value ($000) $448,053 Shares 2,327,789 Est. Cost $120.66 Unrealized
VEU VANGUARD INTL EQUITY INDEX F A 8.8%
Value ($000) $320,815 Shares 5,714,558 Est. Cost $51400.07 Unrealized
VPL VANGUARD INTL EQUITY INDEX F P 7.5%
Value ($000) $274,300 Shares 3,808,132 Est. Cost $67746.39 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNIC 6.9%
Value ($000) $251,525 Shares 3,461,670 Est. Cost $49491.82 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS 6.6%
Value ($000) $239,543 Shares 3,325,606 Est. Cost $75.83 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS 4.7%
Value ($000) $172,426 Shares 964,300 Est. Cost $144.20 Unrealized
IEI ISHARES TR LEHMAN 3-7 YR 4.2%
Value ($000) $151,382 Shares 1,292,429 Est. Cost $69195.81 Unrealized
TLT ISHARES TR 20 plus YR TRS BD 3.4%
Value ($000) $123,950 Shares 1,253,543 Est. Cost $27585.81 Unrealized
IEF ISHARES TR 7-10 YR TRS BD 2.2%
Value ($000) $81,948 Shares 850,174 Est. Cost $96.47 Unrealized
XLU SELECT SECTOR SPDR TR SBI INT- 2.2%
Value ($000) $79,866 Shares 1,261,109 Est. Cost $29445.58 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TE 1.8%
Value ($000) $66,157 Shares 813,945 Est. Cost $75.68 Unrealized
TFLO ISHARES TR TRS FLT RT BD 1.6%
Value ($000) $58,528 Shares 1,159,666 Est. Cost $50.52 Unrealized
IEUR ISHARES TR CORE MSCI EURO 1.3%
Value ($000) $47,035 Shares 854,872 Est. Cost $52032.52 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $42,388 Shares 278,975 Est. Cost $115.94 Unrealized +20.9%
CRM SALESFORCE INC COM 1.2%
Value ($000) $41,958 Shares 159,453 Est. Cost $220.87 Unrealized +1.2%
VCLT VANGUARD SCOTTSDALE FDS LG-TER 1.1%
Value ($000) $41,762 Shares 521,044 Est. Cost $75482.20 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $41,213 Shares 295,035 Est. Cost $105.83 Unrealized +26.0%
TMUS T-MOBILE US INC 1.1%
Value ($000) $41,025 Shares 255,877 Est. Cost $127.06 Unrealized +12.7%
MSFT MICROSOFT CORP 1.1%
Value ($000) $39,735 Shares 105,667 Est. Cost $66.84 Unrealized +424.2%
TJX TJX COS INC 1.1%
Value ($000) $39,662 Shares 422,786 Est. Cost $64.34 Unrealized +35.6%
V VISA INC 1.1%
Value ($000) $39,405 Shares 151,355 Est. Cost $199.72 Unrealized +21.5%
MA MASTERCARD INCORPORATED CL A 1.1%
Value ($000) $38,828 Shares 91,036 Est. Cost $141.37 Unrealized +180.9%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $37,497 Shares 71,223 Est. Cost $200.91 Unrealized +154.5%
AAPL APPLE INC COM 1.0%
Value ($000) $36,482 Shares 189,486 Est. Cost $112.92 Unrealized +61.9%
NKE NIKE INC 1.0%
Value ($000) $35,548 Shares 327,421 Est. Cost $98.69 Unrealized +4.4%
MRK MERCK N CO INC NEW 1.0%
Value ($000) $35,490 Shares 325,533 Est. Cost $83.12 Unrealized +16.5%
WMT WALMART INC 1.0%
Value ($000) $35,173 Shares 223,106 Est. Cost $42.13 Unrealized +22.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.9%
Value ($000) $33,733 Shares 347,623 Est. Cost $91.77 Unrealized -8.6%
JNJ JOHNSON AND JOHNSON 0.9%
Value ($000) $32,533 Shares 207,562 Est. Cost $122.71 Unrealized +17.0%
MDT MEDTRONIC PLC SHS 0.9%
Value ($000) $32,257 Shares 391,565 Est. Cost $74.86 Unrealized -4.5%
PEP PEPSICO INC 0.9%
Value ($000) $31,691 Shares 186,595 Est. Cost $154.59 Unrealized -0.5%
TMO THERMO FISHER SCIENTIFIC INC C 0.8%
Value ($000) $28,684 Shares 54,040 Est. Cost $543.57 Unrealized -11.6%
META META PLATFORMS INC CL A 0.6%
Value ($000) $21,706 Shares 61,322 Est. Cost $245.04 Unrealized +32.0%
QCOM QUALCOMM INC 0.6%
Value ($000) $20,810 Shares 143,882 Est. Cost $131.96 Unrealized -10.3%
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $20,595 Shares 241,332 Est. Cost $73.62 Unrealized +0.0%
NVDA NVIDIA CORP 0.6%
Value ($000) $20,333 Shares 41,058 Est. Cost $22.37 Unrealized +107.1%
AOR ISHARES TR SNP GRWTH ALL 0.5%
Value ($000) $19,012 Shares 357,428 Est. Cost $1782.28 Unrealized
ACWI ISHARES TR MSCI ACWI INDX 0.5%
Value ($000) $17,785 Shares 174,756 Est. Cost $1526.53 Unrealized
SPY SPDR TR UNIT SER 1 0.4%
Value ($000) $14,976 Shares 31,507 Est. Cost $69376.07 Unrealized
AOM ISHARES CORE MODERATE ALLOCA 0.0%
Value ($000) $491 Shares 11,831 Est. Cost $41.30 Unrealized
VT VANGUARD TTL WRLD STK INDX 0.0%
Value ($000) $450 Shares 4,377 Est. Cost $2042.26 Unrealized
GLDM WORLD GOLD TR SPDR GLD MINIS 0.0%
Value ($000) $309 Shares 7,546 Est. Cost $7931.23 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $301 Shares 630 Est. Cost $448.53 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $209 Shares 796 Est. Cost $234.84 Unrealized
AOK ISHARES CORE CONSERVATIVE AL 0.0%
Value ($000) $198 Shares 5,486 Est. Cost $36.02 Unrealized
MLPX GLOBAL X FDS GLB X MLP ENRG I 0.0%
Value ($000) $184 Shares 4,126 Est. Cost $42.38 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $136 Shares 1,193 Est. Cost $104.50 Unrealized
EWJ ISHARES INC MSCI JPN ETF NEW 0.0%
Value ($000) $130 Shares 2,026 Est. Cost $60.29 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $124 Shares 1,476 Est. Cost $90.42 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $79 Shares 513 Est. Cost $134.44 Unrealized +1.0%
XLF SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $74 Shares 1,968 Est. Cost $35.83 Unrealized
MCHI ISHARES TR MSCI CHINA IDX 0.0%
Value ($000) $68 Shares 1,657 Est. Cost $43.29 Unrealized
EWT ISHARES INC MSCI TIW ETF NEW 0.0%
Value ($000) $35 Shares 763 Est. Cost $44.55 Unrealized
SPSB SPDR SERIES TRUST BARC CAPTL E 0.0%
Value ($000) $28 Shares 954 Est. Cost $29.55 Unrealized
DBB INVESCO DB MLTI SECTR CMMTY BA 0.0%
Value ($000) $27 Shares 1,466 Est. Cost $19.16 Unrealized
EWN ISHARES INC MSCI NETHERLND 0.0%
Value ($000) $26 Shares 578 Est. Cost $44.63 Unrealized
DBE INVESCO DB MLTI SECTR CMMTY EN 0.0%
Value ($000) $25 Shares 1,322 Est. Cost $19.19 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $23 Shares 154 Est. Cost $144.07 Unrealized -2.4%
IGIB ISHARES TR ISHS 5-10YR INVT 0.0%
Value ($000) $22 Shares 425 Est. Cost $49.21 Unrealized
EWY ISHARES INC MSCI S KOREA 0.0%
Value ($000) $21 Shares 316 Est. Cost $65.53 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $18 Shares 75 Est. Cost $206.15 Unrealized +1.5%
HYG ISHARES TR HIGH YLD CORP 0.0%
Value ($000) $15 Shares 197 Est. Cost $74.24 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $14 Shares 326 Est. Cost $41.49 Unrealized -3.4%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $10 Shares 56 Est. Cost $142.31 Unrealized +1.8%
VTI VANGUARD INDEX TR STK MRK VIPE 0.0%
Value ($000) $9 Shares 39 Est. Cost $213.06 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $8 Shares 55 Est. Cost $129.46 Unrealized +4.0%
MBB ISHARES TR MBS FIXED BDFD 0.0%
Value ($000) $8 Shares 81 Est. Cost $94.07 Unrealized
LLY LILLY ELI AND CO 0.0%
Value ($000) $7 Shares 12 Est. Cost $512.47 Unrealized +12.2%
VYMI VANGUARD WHITEHALL FDS INC INT 0.0%
Value ($000) $7 Shares 104 Est. Cost $61.89 Unrealized
DVYA ISHARES INC ASIA PAC30 IDX 0.0%
Value ($000) $6 Shares 160 Est. Cost $32.04 Unrealized
GOVT ISHARES TR US TREASURY BD 0.0%
Value ($000) $6 Shares 240 Est. Cost $22.04 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $5 Shares 65 Est. Cost $80.51 Unrealized
COST COSTCO WHSL CORP 0.0%
Value ($000) $5 Shares 7 Est. Cost $532.21 Unrealized +7.8%
TSLA TESLA MTRS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $256.88 Unrealized -7.5%
KO COCA COLA CO 0.0%
Value ($000) $4 Shares 63 Est. Cost $55.57 Unrealized -4.2%
ABT ABBOTT LABS 0.0%
Value ($000) $3 Shares 27 Est. Cost $99.96 Unrealized -3.9%
USIG ISHARES TR LEHMAN CR BD 0.0%
Value ($000) $3 Shares 56 Est. Cost $48.07 Unrealized
IYZ ISHARES TR DJ US TELECOMM 0.0%
Value ($000) $3 Shares 126 Est. Cost $21.43 Unrealized
EWJV ISHARES TR MSCI JP VALUE 0.0%
Value ($000) $3 Shares 92 Est. Cost $29.18 Unrealized
EXFY EXPENSIFY INC COM CL A 0.0%
Value ($000) $2 Shares 1,005 Est. Cost $2.59 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $2 Shares 86 Est. Cost $30.28 Unrealized -12.8%
NFLX NETFLIX COM INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $42.64 Unrealized +2.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.98 Unrealized -2.6%
DHR DANAHER CORP DEL 0.0%
Value ($000) $2 Shares 10 Est. Cost $219.20 Unrealized -4.0%
AMGN AMGEN INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $231.86 Unrealized +10.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $83.97 Unrealized +9.8%
HD HOME DEPOT INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $302.97 Unrealized -3.1%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $439.15 Unrealized +1.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $2 Shares 20 Est. Cost $127.25 Unrealized -32.3%
ADBE ADOBE SYS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $524.63 Unrealized +9.9%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $2 Shares 47 Est. Cost $29.20 Unrealized +6.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $64.42 Unrealized -17.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 2 Est. Cost $781.58 Unrealized +4.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $312.30 Unrealized -4.6%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 32 Est. Cost $53.89 Unrealized -12.7%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $349.73 Unrealized +5.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $67.08 Unrealized -4.1%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $64.65 Unrealized +1.2%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $175.92 Unrealized -1.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $70.84 Unrealized +1.9%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $274.38 Unrealized +2.3%
SYK STRYKER CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $280.01 Unrealized -1.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $269.51 Unrealized -4.0%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.0%
Value ($000) $1 Shares 4 Est. Cost $304.36 Unrealized +2.7%
T AT AND T INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $13.08 Unrealized +8.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $108.55 Unrealized +8.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $52.53 Unrealized +1.6%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.22 Unrealized +17.0%
INTU INTUIT 0.0%
Value ($000) $1 Shares 2 Est. Cost $498.82 Unrealized +9.2%
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.30 Unrealized -4.6%
SO SOUTHERN CO 0.0%
Value ($000) $1 Shares 17 Est. Cost $63.78 Unrealized -0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $36.32 Unrealized -4.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 13 Est. Cost $70.87 Unrealized +1.2%
TGT TARGET CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $116.39 Unrealized -2.9%
BDX BECTON DICKINSON AND CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $258.28 Unrealized -8.4%
ORCL ORACLE CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $112.78 Unrealized -5.4%
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $416.71 Unrealized +8.1%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $456.59 Unrealized +5.1%
LOW LOWES COS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.91 Unrealized -9.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $158.88 Unrealized -8.4%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $1 Shares 5 Est. Cost $131.75 Unrealized +7.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $268.37 Unrealized -9.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.40 Unrealized +2.7%
LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $627.00 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $66.61 Unrealized +0.2%
DXCM DEXCOM INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $110.96 Unrealized -7.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $242.15 Unrealized -5.9%
NOW SERVICENOW INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $114.08 Unrealized +10.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $101.44 Unrealized +13.5%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $217.13 Unrealized -5.4%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1 Shares 12 Est. Cost $56.54 Unrealized -5.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.16 Unrealized -12.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $92.46 Unrealized -0.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $64.06 Unrealized -7.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $73.84 Unrealized -8.2%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $74.37 Unrealized -3.6%
COR CENCORA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $184.57 Unrealized +3.9%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $117.75 Unrealized -5.6%
KVUE KENVUE INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $20.85 Unrealized -11.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $176.96 Unrealized -2.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $1 Shares 8 Est. Cost $66.53 Unrealized +8.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $118.33 Unrealized +13.0%
SYY SYSCO CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $67.04 Unrealized -3.2%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $158.99 Unrealized -20.0%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $469.45 Unrealized +8.8%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $30.38 Unrealized -3.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $44.04 Unrealized -8.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $55.18 Unrealized +0.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $117.82 Unrealized -0.5%
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $498.67 Unrealized -5.9%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $1 Shares 1 Est. Cost $482.70 Unrealized +5.2%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $234.06 Unrealized +10.1%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.25 Unrealized -14.3%
PCG PGANDE CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $16.99 Unrealized -1.7%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $267.47 Unrealized -8.2%
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $447.51 Unrealized +14.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $432.06 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $37.24 Unrealized -4.6%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $111.55 Unrealized -24.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.49 Unrealized -0.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 6 Est. Cost $72.03 Unrealized -3.1%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 2 Est. Cost $198.06 Unrealized -2.2%
KR KROGER CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $44.64 Unrealized -5.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $83.89 Unrealized -1.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $194.07 Unrealized +2.3%
STE STERIS PLC SHS USD 0.0%
Value ($000) $0 Shares 2 Est. Cost $214.53 Unrealized -3.2%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $0 Shares 7 Est. Cost $56.73 Unrealized +1.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $133.96 Unrealized -11.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $79.74 Unrealized -4.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $124.31 Unrealized +5.2%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $138.06 Unrealized -6.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.70 Unrealized +10.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.14 Unrealized +3.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $132.75 Unrealized -9.6%
CHTR CHARTER COMMUNICATIONS INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $415.80 Unrealized -1.9%
CHD CHURCH AND DWIGHT INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $93.12 Unrealized -4.1%
COOPER COS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $318.00 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $208.68 Unrealized -14.9%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $124.17 Unrealized -11.9%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $150.05 Unrealized +8.2%
ANSYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $298.00 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.48 Unrealized -6.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $314.76 Unrealized +12.1%
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 5 Est. Cost $62.39 Unrealized -4.6%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $384.28 Unrealized -8.4%
RMD RESMED INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $176.73 Unrealized -14.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $98.78 Unrealized -3.9%
WAT WATERS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $276.34 Unrealized -0.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.64 Unrealized -12.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 2 Est. Cost $143.94 Unrealized +3.7%
MSI MOTOROLA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $277.38 Unrealized +6.6%
ES EVERSOURCE 0.0%
Value ($000) $0 Shares 5 Est. Cost $59.47 Unrealized -12.5%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.33 Unrealized -14.6%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 25 Est. Cost $11.09 Unrealized -13.2%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $44.83 Unrealized +1.2%
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.99 Unrealized +3.0%
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $113.48 Unrealized +3.0%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.80 Unrealized -1.0%
WALGREENS BOOTS ALLIANCE INC C 0.0%
Value ($000) $0 Shares 11 Est. Cost $22.27 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $74.08 Unrealized -6.0%
WBD WARNER BROS DISCOVERY INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $12.28 Unrealized -12.1%
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $139.91 Unrealized -11.3%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $123.50 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.42 Unrealized -29.8%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $111.83 Unrealized +8.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $127.23 Unrealized -0.7%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $345.55 Unrealized -31.4%
MKC MCCORMICK AND CO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.62 Unrealized -21.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $78.72 Unrealized -2.2%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $48.17 Unrealized -6.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $125.57 Unrealized -4.7%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.70 Unrealized -1.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.13 Unrealized -3.1%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $129.82 Unrealized -17.7%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $97.14 Unrealized -19.1%
TFX TELEFLEX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $222.37 Unrealized -5.6%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $210.13 Unrealized +2.8%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.30 Unrealized -4.2%
ARISTA NETWORKS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $184.00 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.20 Unrealized -16.5%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.74 Unrealized -2.7%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $110.00 Unrealized -3.6%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.81 Unrealized -7.1%
CDW CDW CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $193.29 Unrealized +6.6%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $0 Shares 1 Est. Cost $201.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.41 Unrealized +0.5%
KELLOGG CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.90 Unrealized -11.1%
RVTY REVVITY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.79 Unrealized -17.9%
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $223.91 Unrealized -23.4%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.78 Unrealized -6.4%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $96.60 Unrealized -4.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.57 Unrealized -5.2%
AES AES CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $17.00 Unrealized -13.7%
VRSN VERISIGN INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.84 Unrealized +0.3%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $47.84 Unrealized -2.9%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.11 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $9.30 Unrealized -6.6%
INCY INCYTE CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.04 Unrealized -10.3%
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $86.60 Unrealized -0.6%
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.14 Unrealized -7.0%
APTIV PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.50 Unrealized
PTC PTC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $143.02 Unrealized +7.3%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.86 Unrealized -3.5%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $186.58 Unrealized -18.0%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.97 Unrealized -13.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.14 Unrealized -3.6%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.96 Unrealized -13.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $148.10 Unrealized -8.3%
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.04 Unrealized -4.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $51.21 Unrealized -10.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.05 Unrealized +20.6%
TECH BIO TECHNE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.07 Unrealized -16.5%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $135.05 Unrealized -1.3%
EXPE EXPEDIA INC DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.50 Unrealized +10.9%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.70 Unrealized -11.7%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.04 Unrealized -9.2%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.96 Unrealized -7.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $144.49 Unrealized -11.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 8 Est. Cost $16.09 Unrealized -4.6%
CATALENT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $45.67 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.45 Unrealized -25.5%
EBAY EBAY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $42.68 Unrealized -6.7%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $30.28 Unrealized -8.8%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.14 Unrealized -5.1%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.44 Unrealized +1.8%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.55 Unrealized +11.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $99.58 Unrealized +11.7%
QRVO QORVO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.11 Unrealized -5.4%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.11 Unrealized -7.3%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $0 Shares 6 Est. Cost $16.57 Unrealized -12.4%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.31 Unrealized -23.8%
TER TERADYNE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.39 Unrealized -10.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.03 Unrealized -16.5%
DVA DAVITA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.00 Unrealized -9.4%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.42 Unrealized +11.0%
PHM PULTE HOMES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.26 Unrealized +6.8%
NWSA NEWS CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.91 Unrealized +7.5%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.72 Unrealized -12.2%
LKQ LKQ CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.84 Unrealized -12.3%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.84 Unrealized -11.4%
MGM MGM MIRAGE 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.19 Unrealized -11.2%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.87 Unrealized -7.4%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.48 Unrealized +4.8%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.26 Unrealized +17.2%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.87 Unrealized -9.3%
BBY BEST BUY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $68.67 Unrealized -7.6%
KMX CARMAX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.89 Unrealized -17.9%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.00 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.75 Unrealized -8.1%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.62 Unrealized +2.2%
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.45 Unrealized -13.0%
JUNIPER NETWORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.00 Unrealized
TRMB TRIMBLE NAVIGATION LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.97 Unrealized -10.0%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $59.60 Unrealized -22.7%
CZR CAESARS ENTERTAINMENT INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.13 Unrealized -16.4%
BBWI BATH N BODY WORKS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.85 Unrealized -6.4%
VFC V F CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.03 Unrealized -9.9%
BWA BORG WARNER INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.98 Unrealized -15.5%
FOX FOX CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.63 Unrealized -7.8%
NWS NEWS CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.37 Unrealized +9.6%