VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 9, 2022

Total Value ($000): $1,001,849 (100.0% shares, 0.0% debt)

Holdings (465)

AAPL APPLE INC COM 3.5%
Value ($000) $35,202 Shares 254,717 Est. Cost $84.66 Unrealized +82.2%
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $23,146 Shares 99,380 Est. Cost $41.05 Unrealized +525.8%
VRTX VERTEX PHARMACEUTICALS INC COM 2.3%
Value ($000) $22,910 Shares 79,126 Est. Cost $195.24 Unrealized +47.4%
CVS CVS HEALTH CORP COM 2.3%
Value ($000) $22,771 Shares 238,766 Est. Cost $49.94 Unrealized +75.5%
CVX CHEVRON CORP NEW COM 2.2%
Value ($000) $22,183 Shares 154,401 Est. Cost $70.66 Unrealized +88.0%
NFG NATIONAL FUEL GAS CO COM 2.2%
Value ($000) $21,887 Shares 355,598 Est. Cost $40.82 Unrealized +68.9%
AMGN AMGEN INC COM 2.1%
Value ($000) $20,797 Shares 92,267 Est. Cost $125.60 Unrealized +73.5%
ELV ELEVANCE HEALTH INC COM 2.0%
Value ($000) $20,366 Shares 44,835 Est. Cost $124.57 Unrealized +265.5%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $20,325 Shares 124,420 Est. Cost $74.15 Unrealized +106.2%
PFE PFIZER INC COM 2.0%
Value ($000) $20,265 Shares 463,107 Est. Cost $27.18 Unrealized +48.7%
HUBB HUBBELL INC COM 2.0%
Value ($000) $19,559 Shares 87,706 Est. Cost $113.78 Unrealized +75.7%
PGR PROGRESSIVE CORP COM 1.9%
Value ($000) $19,536 Shares 168,110 Est. Cost $55.57 Unrealized +97.6%
AVGO BROADCOM INC COM 1.9%
Value ($000) $18,901 Shares 42,570 Est. Cost $19.51 Unrealized +146.4%
CI CIGNA CORP NEW COM 1.9%
Value ($000) $18,900 Shares 68,115 Est. Cost $189.93 Unrealized +39.4%
CSCO CISCO SYS INC COM 1.9%
Value ($000) $18,693 Shares 467,308 Est. Cost $20.42 Unrealized +96.1%
CNP CENTERPOINT ENERGY INC COM 1.8%
Value ($000) $18,225 Shares 646,739 Est. Cost $18.80 Unrealized +51.9%
JBL JABIL INC COM 1.8%
Value ($000) $18,174 Shares 314,922 Est. Cost $57.63 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 1.7%
Value ($000) $17,292 Shares 127,780 Est. Cost $46.51 Unrealized +199.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.7%
Value ($000) $17,140 Shares 66,613 Est. Cost $65.51 Unrealized +319.3%
TMUS T-MOBILE US INC COM 1.7%
Value ($000) $17,097 Shares 127,430 Est. Cost $62.68 Unrealized +116.4%
MS MORGAN STANLEY COM NEW 1.7%
Value ($000) $16,894 Shares 213,827 Est. Cost $49.33 Unrealized +52.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 1.7%
Value ($000) $16,851 Shares 276,099 Est. Cost $42.72 Unrealized +42.0%
AIZ ASSURANT INC COM 1.7%
Value ($000) $16,571 Shares 114,070 Est. Cost $85.31 Unrealized +80.3%
CACI CACI INTL INC CL A 1.6%
Value ($000) $16,461 Shares 63,056 Est. Cost $230.95 Unrealized +22.0%
BJ BJS WHSL CLUB HLDGS INC 1.6%
Value ($000) $16,340 Shares 224,416 Est. Cost $71.69 Unrealized 0.0%
LKQ LKQ CORP COM 1.6%
Value ($000) $15,910 Shares 337,440 Est. Cost $27.41 Unrealized +74.2%
PB PROSPERITY BANCSHARES INC COM 1.6%
Value ($000) $15,675 Shares 235,082 Est. Cost $48.21 Unrealized +31.7%
TGT TARGET CORP COM 1.6%
Value ($000) $15,651 Shares 105,474 Est. Cost $170.18 Unrealized -16.0%
VZ VERIZON COMMUNICATIONS INC COM 1.6%
Value ($000) $15,602 Shares 410,917 Est. Cost $31.04 Unrealized +15.2%
HON HONEYWELL INTL INC COM 1.5%
Value ($000) $15,527 Shares 92,994 Est. Cost $58.01 Unrealized +179.5%
GOOGL ALPHABET INC CAP STK CL A 1.5%
Value ($000) $15,512 Shares 162,176 Est. Cost $109.17 Unrealized +0.8%
ORCL ORACLE CORP COM 1.5%
Value ($000) $15,487 Shares 253,581 Est. Cost $29.44 Unrealized +138.3%
DRI DARDEN RESTAURANTS INC COM 1.5%
Value ($000) $15,049 Shares 119,134 Est. Cost $121.23 Unrealized -7.5%
ROST ROSS STORES INC COM 1.4%
Value ($000) $14,255 Shares 169,157 Est. Cost $42.33 Unrealized +93.1%
AAP ADVANCE AUTO PARTS INC COM 1.4%
Value ($000) $14,130 Shares 90,382 Est. Cost $133.45 Unrealized +25.7%
TPR TAPESTRY INC COM 1.4%
Value ($000) $13,791 Shares 485,088 Est. Cost $22.70 Unrealized +33.8%
DELL DELL TECHNOLOGIES INC CL C 1.3%
Value ($000) $13,498 Shares 395,001 Est. Cost $39.10 Unrealized -0.0%
STWD STARWOOD PPTY TR INC COM 1.3%
Value ($000) $13,058 Shares 716,673 Est. Cost $21.40 Unrealized
CMCSA COMCAST CORP NEW CL A 1.2%
Value ($000) $12,282 Shares 418,733 Est. Cost $37.24 Unrealized -9.6%
CE CELANESE CORP DEL COM 1.2%
Value ($000) $12,171 Shares 134,725 Est. Cost $87.47 Unrealized +18.9%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 1.2%
Value ($000) $12,031 Shares 251,955 Est. Cost $56.82 Unrealized +1.3%
CNXC CONCENTRIX CORP COM 1.2%
Value ($000) $11,817 Shares 105,859 Est. Cost $164.82 Unrealized -27.7%
LITE LUMENTUM HLDGS INC COM 1.1%
Value ($000) $11,384 Shares 166,021 Est. Cost $90.50 Unrealized -8.4%
NEM NEWMONT CORP COM 1.1%
Value ($000) $11,112 Shares 264,365 Est. Cost $50.49 Unrealized -16.5%
ABBV ABBVIE INC COM 0.5%
Value ($000) $5,212 Shares 38,835 Est. Cost $54.10 Unrealized +134.9%
MPT MEDICAL PPTYS TRUST INC COM 0.5%
Value ($000) $5,076 Shares 427,938 Est. Cost $15.60 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $5,040 Shares 58,524 Est. Cost $50.75 Unrealized +58.4%
GIS GENERAL MLS INC COM 0.5%
Value ($000) $5,027 Shares 65,621 Est. Cost $49.61 Unrealized +36.6%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $4,656 Shares 44,554 Est. Cost $66.16 Unrealized +59.6%
DKS DICKS SPORTING GOODS INC COM 0.5%
Value ($000) $4,654 Shares 44,472 Est. Cost $51.44 Unrealized +82.3%
SDY SPDR S&P Div ETF 0.5%
Value ($000) $4,621 Shares 41,443 Est. Cost $99.15 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $4,594 Shares 28,136 Est. Cost $88.26 Unrealized +75.0%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $4,587 Shares 36,336 Est. Cost $80.23 Unrealized +62.8%
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $4,436 Shares 20,911 Est. Cost $150.26 Unrealized +40.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $4,416 Shares 62,117 Est. Cost $49.76 Unrealized +25.2%
LIFE STORAGE INC COM 0.4%
Value ($000) $4,242 Shares 38,300 Est. Cost $92.79 Unrealized
VICI VICI PPTYS INC COM 0.4%
Value ($000) $4,223 Shares 141,471 Est. Cost $23.90 Unrealized +14.6%
TRV TRAVELERS COMPANIES INC COM 0.4%
Value ($000) $4,157 Shares 27,138 Est. Cost $117.36 Unrealized +29.7%
HD HOME DEPOT INC COM 0.4%
Value ($000) $4,105 Shares 14,875 Est. Cost $147.49 Unrealized +83.5%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $4,085 Shares 24,900 Est. Cost $193.69 Unrealized -11.1%
DOX AMDOCS LTD SHS 0.4%
Value ($000) $4,077 Shares 51,320 Est. Cost $69.00 Unrealized +13.8%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,066 Shares 17,621 Est. Cost $178.77 Unrealized +32.2%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $4,049 Shares 10,482 Est. Cost $302.50 Unrealized +25.9%
MET METLIFE INC COM 0.4%
Value ($000) $4,032 Shares 66,332 Est. Cost $37.14 Unrealized +55.2%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $3,991 Shares 24,706 Est. Cost $96.00 Unrealized +67.2%
GILD GILEAD SCIENCES INC COM 0.4%
Value ($000) $3,874 Shares 62,795 Est. Cost $55.54 Unrealized +0.4%
SON SONOCO PRODS CO COM 0.4%
Value ($000) $3,862 Shares 68,087 Est. Cost $40.76 Unrealized +32.1%
KMI KINDER MORGAN INC DEL COM 0.4%
Value ($000) $3,818 Shares 229,430 Est. Cost $10.49 Unrealized +40.8%
CMI CUMMINS INC COM 0.4%
Value ($000) $3,787 Shares 18,611 Est. Cost $151.81 Unrealized +29.2%
NTAP NETAPP INC COM 0.4%
Value ($000) $3,785 Shares 61,194 Est. Cost $40.78 Unrealized +57.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $3,782 Shares 31,838 Est. Cost $101.06 Unrealized +14.4%
MSM MSC INDL DIRECT INC CL A 0.4%
Value ($000) $3,771 Shares 51,790 Est. Cost $70.79 Unrealized +11.4%
POR PORTLAND GEN ELEC CO COM NEW 0.4%
Value ($000) $3,703 Shares 85,219 Est. Cost $33.58 Unrealized +30.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.4%
Value ($000) $3,695 Shares 65,713 Est. Cost $38.15 Unrealized +50.3%
WPC WP CAREY INC COM 0.4%
Value ($000) $3,689 Shares 52,858 Est. Cost $71.50 Unrealized
STT STATE STR CORP COM 0.4%
Value ($000) $3,688 Shares 60,653 Est. Cost $60.70 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.4%
Value ($000) $3,679 Shares 35,034 Est. Cost $107.11 Unrealized -5.0%
HPQ HP INC COM 0.4%
Value ($000) $3,677 Shares 147,567 Est. Cost $17.68 Unrealized +52.7%
T AT&T INC COM 0.4%
Value ($000) $3,674 Shares 239,501 Est. Cost $14.77 Unrealized +2.1%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $3,649 Shares 23,579 Est. Cost $151.62 Unrealized +0.0%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $3,451 Shares 30,543 Est. Cost $80.39 Unrealized +58.0%
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $3,373 Shares 77,470 Est. Cost $41.10 Unrealized -2.2%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $3,260 Shares 38,007 Est. Cost $61.60 Unrealized +32.2%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.3%
Value ($000) $3,126 Shares 41,523 Est. Cost $57.29 Unrealized +17.8%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $3,096 Shares 53,511 Est. Cost $80.16 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.3%
Value ($000) $2,907 Shares 17,049 Est. Cost $165.59 Unrealized
SPY SPDR S&P 500 0.3%
Value ($000) $2,748 Shares 7,692 Est. Cost $289.15 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $2,673 Shares 7,453 Est. Cost $344.25 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.3%
Value ($000) $2,616 Shares 35,213 Est. Cost $76.28 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $2,226 Shares 41,067 Est. Cost $65.99 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $2,202 Shares 17,836 Est. Cost $117.53 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $2,198 Shares 91,080 Est. Cost $24.66 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $2,076 Shares 17,048 Est. Cost $113.43 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.2%
Value ($000) $1,994 Shares 81,888 Est. Cost $24.74 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,971 Shares 9,370 Est. Cost $152.39 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.2%
Value ($000) $1,933 Shares 83,662 Est. Cost $23.75 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $1,706 Shares 32,395 Est. Cost $62.46 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $1,646 Shares 23,179 Est. Cost $71.87 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $1,587 Shares 8,135 Est. Cost $221.87 Unrealized
BROADCOM INC 8 MCNV PFD SR A 0.2%
Value ($000) $1,511 Shares 1,074 Est. Cost $1073.10 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.1%
Value ($000) $1,389 Shares 55,653 Est. Cost $25.09 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $1,362 Shares 12,053 Est. Cost $124.97 Unrealized +1.1%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value ($000) $1,335 Shares 58,033 Est. Cost $23.77 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.1%
Value ($000) $1,243 Shares 50,038 Est. Cost $24.68 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,217 Shares 33,352 Est. Cost $43.49 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,184 Shares 23,596 Est. Cost $50.10 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $1,159 Shares 52,901 Est. Cost $22.19 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $944 Shares 1,871 Est. Cost $225.22 Unrealized +119.8%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $915 Shares 12,086 Est. Cost $80.07 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $902 Shares 2,934 Est. Cost $193.46 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $875 Shares 19,420 Est. Cost $47.81 Unrealized
BND Vanguard Total Bond 0.1%
Value ($000) $807 Shares 11,316 Est. Cost $75.29 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $807 Shares 7,067 Est. Cost $119.28 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $792 Shares 6,669 Est. Cost $73.49 Unrealized
VLY VALLEY NATL BANCORP COM 0.1%
Value ($000) $765 Shares 70,917 Est. Cost $9.70 Unrealized +18.9%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $698 Shares 4,235 Est. Cost $138.81 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $675 Shares 6,587 Est. Cost $110.00 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $661 Shares 8,016 Est. Cost $99.09 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $637 Shares 9,490 Est. Cost $83.39 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $628 Shares 5,185 Est. Cost $86.82 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $527 Shares 5,480 Est. Cost $108.22 Unrealized +2.4%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $474 Shares 1,004 Est. Cost $252.78 Unrealized +97.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $473 Shares 1,769 Est. Cost $238.88 Unrealized +19.1%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $446 Shares 4,730 Est. Cost $103.89 Unrealized +0.6%
ABT ABBOTT LABS COM 0.0%
Value ($000) $439 Shares 4,538 Est. Cost $83.89 Unrealized +19.2%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $426 Shares 10,581 Est. Cost $42.25 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $424 Shares 2,073 Est. Cost $245.73 Unrealized -6.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $413 Shares 2,898 Est. Cost $123.27 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $410 Shares 17,250 Est. Cost $24.50 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $404 Shares 4,926 Est. Cost $91.50 Unrealized +2.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $375 Shares 12,355 Est. Cost $23.97 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $373 Shares 1,742 Est. Cost $246.75 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $351 Shares 2,364 Est. Cost $97.72 Unrealized +65.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $332 Shares 1,467 Est. Cost $146.54 Unrealized +49.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $305 Shares 4,172 Est. Cost $48.60 Unrealized +59.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $302 Shares 2,937 Est. Cost $106.36 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $297 Shares 1,851 Est. Cost $92.56 Unrealized +69.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $295 Shares 1,338 Est. Cost $152.51 Unrealized +34.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $292 Shares 576 Est. Cost $490.14 Unrealized +13.1%
DE DEERE & CO COM 0.0%
Value ($000) $291 Shares 871 Est. Cost $329.78 Unrealized -1.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $290 Shares 6,024 Est. Cost $49.98 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $283 Shares 402 Est. Cost $37.03 Unrealized +25.9%
INTC INTEL CORP COM 0.0%
Value ($000) $279 Shares 10,826 Est. Cost $27.88 Unrealized +15.9%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $273 Shares 2,660 Est. Cost $104.62 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $272 Shares 2,921 Est. Cost $76.59 Unrealized +22.8%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $265 Shares 1,024 Est. Cost $245.73 Unrealized -2.1%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $265 Shares 1,105 Est. Cost $182.47 Unrealized +27.2%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 0.0%
Value ($000) $265 Shares 10,586 Est. Cost $25.03 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $263 Shares 1,975 Est. Cost $66.61 Unrealized +100.3%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $261 Shares 2,830 Est. Cost $76.25 Unrealized +16.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $256 Shares 3,095 Est. Cost $97.66 Unrealized -1.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $255 Shares 3,544 Est. Cost $53.75 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $254 Shares 785 Est. Cost $243.85 Unrealized +26.3%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $251 Shares 5,241 Est. Cost $52.19 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $245 Shares 2,197 Est. Cost $93.63 Unrealized +4.3%
CDW CDW CORP COM 0.0%
Value ($000) $235 Shares 1,505 Est. Cost $146.19 Unrealized +12.3%
AON AON PLC SHS CL A 0.0%
Value ($000) $229 Shares 855 Est. Cost $265.31 Unrealized +4.0%
V VISA INC COM CL A 0.0%
Value ($000) $219 Shares 1,232 Est. Cost $221.42 Unrealized -10.4%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $219 Shares 2,707 Est. Cost $82.72 Unrealized
TIP Ishares TIPS Bnd ETF 0.0%
Value ($000) $216 Shares 2,055 Est. Cost $113.99 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $211 Shares 511 Est. Cost $485.54 Unrealized -6.5%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $209 Shares 691 Est. Cost $315.41 Unrealized +6.1%
FTNT FORTINET INC COM 0.0%
Value ($000) $206 Shares 4,198 Est. Cost $55.79 Unrealized -2.9%
KO COCA COLA CO COM 0.0%
Value ($000) $202 Shares 3,612 Est. Cost $50.30 Unrealized +11.4%
GGG GRACO INC COM 0.0%
Value ($000) $198 Shares 3,299 Est. Cost $70.80 Unrealized -13.3%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $196 Shares 1,355 Est. Cost $160.32 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $192 Shares 584 Est. Cost $363.79 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $191 Shares 6,590 Est. Cost $29.44 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $190 Shares 3,881 Est. Cost $49.77 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $189 Shares 1,771 Est. Cost $148.03 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $188 Shares 3,817 Est. Cost $50.56 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $183 Shares 1,408 Est. Cost $20.00 Unrealized +110.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $179 Shares 1,198 Est. Cost $152.34 Unrealized 0.0%
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $173 Shares 2,262 Est. Cost $111.57 Unrealized -29.9%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $169 Shares 2,035 Est. Cost $76.58 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $167 Shares 775 Est. Cost $288.02 Unrealized -16.5%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $166 Shares 5,500 Est. Cost $26.45 Unrealized +15.6%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $165 Shares 1,987 Est. Cost $116.26 Unrealized -17.2%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $164 Shares 576 Est. Cost $234.92 Unrealized +38.4%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $161 Shares 770 Est. Cost $223.80 Unrealized -0.4%
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $155 Shares 724 Est. Cost $341.04 Unrealized -23.4%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $154 Shares 541 Est. Cost $105.69 Unrealized -19.5%
MAS MASCO CORP COM 0.0%
Value ($000) $154 Shares 3,300 Est. Cost $34.07 Unrealized +43.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $154 Shares 2,308 Est. Cost $72.28 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $153 Shares 9,664 Est. Cost $15.78 Unrealized -8.2%
BX BLACKSTONE INC COM 0.0%
Value ($000) $146 Shares 1,750 Est. Cost $39.65 Unrealized +120.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $145 Shares 1,779 Est. Cost $57.56 Unrealized +45.7%
FMC FMC CORP COM NEW 0.0%
Value ($000) $145 Shares 1,375 Est. Cost $102.48 Unrealized -7.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $145 Shares 970 Est. Cost $84.64 Unrealized +62.3%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $140 Shares 509 Est. Cost $524.65 Unrealized -27.9%
NKE NIKE INC CL B 0.0%
Value ($000) $138 Shares 1,659 Est. Cost $130.09 Unrealized -21.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $135 Shares 614 Est. Cost $186.49 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $133 Shares 895 Est. Cost $179.18 Unrealized +9.3%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $132 Shares 1,026 Est. Cost $120.88 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $132 Shares 1,198 Est. Cost $98.92 Unrealized -2.5%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $132 Shares 5,100 Est. Cost $35.32 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $126 Shares 1,173 Est. Cost $117.65 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $125 Shares 467 Est. Cost $280.51 Unrealized
AMEDISYS INC COM 0.0%
Value ($000) $121 Shares 1,253 Est. Cost $157.66 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $120 Shares 1,765 Est. Cost $72.95 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $116 Shares 2,878 Est. Cost $31.88 Unrealized +23.1%
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.0%
Value ($000) $105 Shares 2,121 Est. Cost $49.50 Unrealized
SHM SPDR NUVEEN BLMBG ST MUNBD ETF 0.0%
Value ($000) $104 Shares 2,266 Est. Cost $47.35 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $104 Shares 1,912 Est. Cost $36.91 Unrealized +53.4%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $102 Shares 1,171 Est. Cost $54.21 Unrealized +50.1%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $98 Shares 1,302 Est. Cost $98.49 Unrealized -14.7%
BA BOEING CO COM 0.0%
Value ($000) $97 Shares 797 Est. Cost $147.52 Unrealized +4.0%
TSLA TESLA INC COM 0.0%
Value ($000) $95 Shares 360 Est. Cost $277.20 Unrealized +0.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $92 Shares 900 Est. Cost $79.66 Unrealized +10.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $91 Shares 1,055 Est. Cost $83.10 Unrealized +6.5%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $87 Shares 1,046 Est. Cost $59.28 Unrealized +36.5%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $87 Shares 1,160 Est. Cost $76.82 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $86 Shares 1,307 Est. Cost $70.30 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $84 Shares 559 Est. Cost $71.33 Unrealized +1.6%
AFL AFLAC INC COM 0.0%
Value ($000) $83 Shares 1,482 Est. Cost $54.37 Unrealized +0.4%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $80 Shares 4,821 Est. Cost $17.01 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $79 Shares 1,835 Est. Cost $49.13 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $77 Shares 1,425 Est. Cost $56.46 Unrealized -2.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $76 Shares 675 Est. Cost $114.63 Unrealized -0.3%
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $75 Shares 1,550 Est. Cost $54.84 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $71 Shares 504 Est. Cost $147.72 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $71 Shares 2,675 Est. Cost $30.00 Unrealized -1.3%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $68 Shares 1,103 Est. Cost $44.57 Unrealized -3.0%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $67 Shares 1,707 Est. Cost $38.18 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $66 Shares 840 Est. Cost $68.84 Unrealized +12.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $61 Shares 340 Est. Cost $188.24 Unrealized
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $60 Shares 4,299 Est. Cost $14.65 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $59 Shares 2,475 Est. Cost $24.24 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $59 Shares 393 Est. Cost $62.47 Unrealized +127.3%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $58 Shares 2,160 Est. Cost $42.70 Unrealized -20.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $58 Shares 850 Est. Cost $64.29 Unrealized +4.1%
FISV FISERV INC COM 0.0%
Value ($000) $58 Shares 625 Est. Cost $96.99 Unrealized +5.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $56 Shares 438 Est. Cost $136.99 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $56 Shares 682 Est. Cost $75.20 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $55 Shares 490 Est. Cost $112.87 Unrealized -0.7%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $55 Shares 425 Est. Cost $139.99 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $54 Shares 250 Est. Cost $175.54 Unrealized +25.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $53 Shares 426 Est. Cost $120.01 Unrealized -4.5%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $52 Shares 290 Est. Cost $181.74 Unrealized -0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $51 Shares 350 Est. Cost $158.99 Unrealized -1.8%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $51 Shares 300 Est. Cost $190.00 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $50 Shares 1,150 Est. Cost $49.21 Unrealized -10.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $50 Shares 268 Est. Cost $91.64 Unrealized +99.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $48 Shares 237 Est. Cost $203.02 Unrealized 0.0%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $48 Shares 415 Est. Cost $78.88 Unrealized +43.4%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $32.50 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $45 Shares 588 Est. Cost $79.93 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $44 Shares 500 Est. Cost $113.01 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $44 Shares 27 Est. Cost $2099.09 Unrealized -12.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $43 Shares 671 Est. Cost $64.35 Unrealized +0.8%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $43 Shares 700 Est. Cost $58.13 Unrealized +4.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $41 Shares 511 Est. Cost $78.47 Unrealized -5.4%
BLACKROCK INC COM 0.0%
Value ($000) $41 Shares 75 Est. Cost $546.67 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $41 Shares 750 Est. Cost $66.67 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $39 Shares 708 Est. Cost $59.32 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $39 Shares 982 Est. Cost $38.45 Unrealized -14.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $38 Shares 248 Est. Cost $166.10 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $38 Shares 676 Est. Cost $57.69 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $36 Shares 292 Est. Cost $27.36 Unrealized -42.3%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $35 Shares 250 Est. Cost $147.64 Unrealized +0.9%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $35 Shares 500 Est. Cost $69.34 Unrealized -1.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $33 Shares 245 Est. Cost $142.86 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $32 Shares 500 Est. Cost $81.18 Unrealized -11.5%
DOV DOVER CORP COM 0.0%
Value ($000) $32 Shares 273 Est. Cost $129.06 Unrealized -5.3%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $31 Shares 250 Est. Cost $123.30 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $30 Shares 588 Est. Cost $53.43 Unrealized -6.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $103.33 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $29 Shares 408 Est. Cost $72.21 Unrealized +0.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $29 Shares 225 Est. Cost $128.86 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $29 Shares 500 Est. Cost $61.65 Unrealized -1.9%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $28 Shares 747 Est. Cost $35.24 Unrealized -4.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $28 Shares 834 Est. Cost $33.56 Unrealized -6.2%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $27 Shares 738 Est. Cost $40.60 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $26 Shares 325 Est. Cost $78.81 Unrealized -4.3%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $26 Shares 113 Est. Cost $228.42 Unrealized +0.5%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $25 Shares 125 Est. Cost $283.70 Unrealized -17.8%
ACH OWENS & MINOR INC NEW COM 0.0%
Value ($000) $25 Shares 1,036 Est. Cost $30.82 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $25 Shares 308 Est. Cost $91.47 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $24 Shares 537 Est. Cost $44.69 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $24 Shares 143 Est. Cost $160.18 Unrealized +7.3%
META META PLATFORMS INC CL A 0.0%
Value ($000) $23 Shares 166 Est. Cost $191.58 Unrealized -16.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $22 Shares 152 Est. Cost $153.09 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $22 Shares 125 Est. Cost $149.08 Unrealized +6.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $21 Shares 1,812 Est. Cost $18.55 Unrealized -26.7%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $20 Shares 700 Est. Cost $29.20 Unrealized -4.5%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $20 Shares 277 Est. Cost $79.42 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $20 Shares 275 Est. Cost $82.83 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $193.59 Unrealized +1.9%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $20 Shares 100 Est. Cost $235.29 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $20 Shares 260 Est. Cost $84.62 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $20.00 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $19 Shares 300 Est. Cost $63.33 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $18 Shares 83 Est. Cost $208.02 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $37.29 Unrealized +0.8%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $18 Shares 575 Est. Cost $34.78 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $17 Shares 150 Est. Cost $115.64 Unrealized -0.6%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $17 Shares 426 Est. Cost $39.95 Unrealized -1.4%
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $17 Shares 352 Est. Cost $47.37 Unrealized 0.0%
RH RH COM 0.0%
Value ($000) $17 Shares 70 Est. Cost $181.18 Unrealized +49.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $17 Shares 240 Est. Cost $85.01 Unrealized -7.5%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $16 Shares 250 Est. Cost $59.89 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.78 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $16 Shares 138 Est. Cost $115.94 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $16 Shares 250 Est. Cost $69.45 Unrealized -0.3%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $15 Shares 118 Est. Cost $122.00 Unrealized +11.5%
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $64.59 Unrealized +19.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $14 Shares 105 Est. Cost $85.61 Unrealized +69.3%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $14 Shares 327 Est. Cost $46.04 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $13 Shares 92 Est. Cost $152.17 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $13 Shares 219 Est. Cost $63.93 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $13 Shares 330 Est. Cost $40.06 Unrealized -3.4%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $12 Shares 59 Est. Cost $203.30 Unrealized +10.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $84.05 Unrealized +2.2%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $11 Shares 518 Est. Cost $30.96 Unrealized -25.4%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $11 Shares 162 Est. Cost $59.26 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $11 Shares 214 Est. Cost $23.49 Unrealized -5.3%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $11 Shares 221 Est. Cost $49.77 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $11 Shares 60 Est. Cost $192.30 Unrealized +5.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $11 Shares 112 Est. Cost $107.14 Unrealized
GOVI INVESCO 1-30 LADDERED TREASURY ETF 0.0%
Value ($000) $10 Shares 330 Est. Cost $30.30 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $214.98 Unrealized -5.0%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $10 Shares 87 Est. Cost $158.99 Unrealized -21.1%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $95.13 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $9 Shares 208 Est. Cost $45.44 Unrealized -8.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $432.80 Unrealized +4.1%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $9 Shares 822 Est. Cost $12.17 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $9 Shares 80 Est. Cost $108.39 Unrealized +0.3%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $8 Shares 158 Est. Cost $71.80 Unrealized -10.1%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $8 Shares 87 Est. Cost $91.95 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $8 Shares 40 Est. Cost $200.00 Unrealized
ASB ASSOCIATED BANC CORP COM 0.0%
Value ($000) $8 Shares 376 Est. Cost $17.44 Unrealized +0.4%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $62.04 Unrealized +18.8%
MCK MCKESSON CORP COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $314.09 Unrealized +8.7%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $7 Shares 103 Est. Cost $79.65 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $7 Shares 50 Est. Cost $121.23 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $7 Shares 23 Est. Cost $283.57 Unrealized +4.7%
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $7 Shares 400 Est. Cost $20.00 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $23.90 Unrealized -30.4%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $7 Shares 98 Est. Cost $90.53 Unrealized -5.8%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $89.42 Unrealized +1.5%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $6 Shares 212 Est. Cost $32.30 Unrealized -6.1%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $6 Shares 114 Est. Cost $52.63 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $6 Shares 400 Est. Cost $14.08 Unrealized +12.9%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $6 Shares 325 Est. Cost $20.00 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $6 Shares 105 Est. Cost $90.39 Unrealized -21.7%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $5 Shares 244 Est. Cost $17.59 Unrealized +3.2%
AZTA AZENTA INC COM 0.0%
Value ($000) $5 Shares 125 Est. Cost $74.74 Unrealized -20.1%
ZENDESK INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $133.79 Unrealized +9.2%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $42.11 Unrealized +14.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $114.86 Unrealized -7.3%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.62 Unrealized +2.3%
F FORD MTR CO DEL COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.55 Unrealized +3.0%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $186.76 Unrealized -1.6%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $871.74 Unrealized -1.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $253.99 Unrealized -1.3%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 43 Est. Cost $79.36 Unrealized -11.3%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $3 Shares 87 Est. Cost $34.48 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $76.33 Unrealized -0.4%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $184.01 Unrealized +8.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.81 Unrealized +0.7%
EVRG EVERGY INC COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $58.25 Unrealized +0.1%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $105.92 Unrealized -6.2%
EXC EXELON CORP COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $41.23 Unrealized -5.3%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $51.42 Unrealized -21.8%
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $92.06 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $38.12 Unrealized -3.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $223.52 Unrealized -4.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $68.37 Unrealized -3.6%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 77 Est. Cost $26.55 Unrealized +4.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $220.88 Unrealized +2.5%
PPL PPL CORP COM 0.0%
Value ($000) $2 Shares 76 Est. Cost $25.30 Unrealized +0.7%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $46.45 Unrealized +4.3%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $113.33 Unrealized 0.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $93.79 Unrealized -8.0%
AES AES CORP COM 0.0%
Value ($000) $2 Shares 88 Est. Cost $18.83 Unrealized +9.5%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $2 Shares 44 Est. Cost $68.18 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $70.38 Unrealized +11.3%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $79.23 Unrealized -22.5%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $2 Shares 33 Est. Cost $14.55 Unrealized +3.9%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $2 Shares 81 Est. Cost $25.63 Unrealized -3.5%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $63.84 Unrealized -0.3%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $247.88 Unrealized 0.0%
SIX FLAGS ENTMT CORP NEW COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $100.71 Unrealized 0.0%
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $88.25 Unrealized -8.1%
NWN NORTHWEST NAT HLDG CO COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $51.60 Unrealized -1.7%
DCBO DOCEBO INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.46 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $337.49 Unrealized 0.0%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $61.35 Unrealized -12.1%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.68 Unrealized -34.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $49.44 Unrealized +9.3%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $72.03 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $111.87 Unrealized -28.6%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $182.08 Unrealized +0.4%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $87.32 Unrealized -0.7%
CSTL CASTLE BIOSCIENCES INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.03 Unrealized 0.0%
GVA GRANITE CONSTR INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $31.07 Unrealized -5.1%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $50.13 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $182.92 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 12 Est. Cost $72.47 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.93 Unrealized 0.0%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $94.25 Unrealized -3.5%
NUE NUCOR CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $127.87 Unrealized -6.9%
HWC HANCOCK WHITNEY CORPORATION COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.57 Unrealized +1.1%
CCOI COGENT COMMUNICATIONS HLDGS IN COM NEW 0.0%
Value ($000) $1 Shares 16 Est. Cost $49.50 Unrealized -5.0%
PETS PETMED EXPRESS INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $22.35 Unrealized -5.0%
FIBK FIRST INTST BANCSYSTEM INC COM CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $28.16 Unrealized +14.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $310.05 Unrealized 0.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 80 Est. Cost $11.64 Unrealized -10.6%
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $1 Shares 180 Est. Cost $5.56 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $135.76 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 111 Est. Cost $9.29 Unrealized -9.3%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $233.56 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 Shares 20 Est. Cost $87.09 Unrealized -11.1%
ALTERYX INC COM CL A 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $163.61 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $35.87 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $102.06 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 57 Est. Cost $20.00 Unrealized
NWE NORTHWESTERN CORP COM NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.98 Unrealized -6.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $93.61 Unrealized -9.0%
OKTA OKTA INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $86.03 Unrealized 0.0%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.12 Unrealized -8.4%
CDXS CODEXIS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.54 Unrealized -35.9%
LMND LEMONADE INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $22.73 Unrealized 0.0%
WIX WIX COM LTD SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.94 Unrealized 0.0%
AVINGER INC COM NEW 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $41.13 Unrealized 0.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
FRPT FRESHPET INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $47.16 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.40 Unrealized 0.0%
AKO/B EMBOTELLADORA ANDINA S A SPON ADR B 0.0%
Value ($000) $0 Shares 49 Est. Cost $20.41 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $76.12 Unrealized 0.0%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $28.73 Unrealized -9.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 15 Est. Cost $25.65 Unrealized 0.0%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $35.52 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $62.69 Unrealized 0.0%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.16 Unrealized 0.0%
TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
APPN APPIAN CORP CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $48.52 Unrealized 0.0%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $41.07 Unrealized -19.1%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $35.08 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $0 Shares 29 Est. Cost $17.29 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.90 Unrealized 0.0%
LEGR FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $51.93 Unrealized 0.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $32.21 Unrealized -9.7%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.58 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $99.31 Unrealized -4.1%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
BILI BILIBILI INC SPONS ADS REP Z 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CURI CURIOSITYSTREAM INC COM CL A 0.0%
Value ($000) $0 Shares 93 Est. Cost $1.53 Unrealized 0.0%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
OUTSET MED INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
LIONS GATE ENTMNT CORP CL B NON VTG 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized