VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 1, 2023

Total Value ($000): $1,077,019 (100.0% shares, 0.0% debt)

Holdings (360)

AAPL APPLE INC COM 3.0%
Value ($000) $32,454 Shares 249,780 Est. Cost $84.66 Unrealized +66.2%
CVX CHEVRON CORP NEW COM 2.4%
Value ($000) $26,085 Shares 145,330 Est. Cost $70.66 Unrealized +116.9%
AVGO BROADCOM INC COM 2.4%
Value ($000) $25,560 Shares 45,714 Est. Cost $21.44 Unrealized +122.0%
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $23,736 Shares 98,972 Est. Cost $41.05 Unrealized +470.2%
PFE PFIZER INC COM 2.2%
Value ($000) $23,379 Shares 456,274 Est. Cost $27.18 Unrealized +47.9%
AMGN AMGEN INC COM 2.2%
Value ($000) $23,304 Shares 88,730 Est. Cost $125.60 Unrealized +93.3%
NFG NATIONAL FUEL GAS CO COM 2.1%
Value ($000) $22,328 Shares 352,734 Est. Cost $40.82 Unrealized +57.7%
ELV ELEVANCE HEALTH INC COM 2.1%
Value ($000) $22,289 Shares 43,450 Est. Cost $124.57 Unrealized +288.9%
CSCO CISCO SYS INC COM 2.0%
Value ($000) $22,000 Shares 461,796 Est. Cost $20.42 Unrealized +103.1%
CVS CVS HEALTH CORP COM 2.0%
Value ($000) $21,920 Shares 235,221 Est. Cost $49.94 Unrealized +72.1%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $21,470 Shares 121,542 Est. Cost $74.15 Unrealized +111.8%
SON SONOCO PRODS CO COM 2.0%
Value ($000) $21,336 Shares 351,447 Est. Cost $50.65 Unrealized +4.7%
PGR PROGRESSIVE CORP COM 1.9%
Value ($000) $20,905 Shares 161,170 Est. Cost $55.57 Unrealized +108.2%
VRTX VERTEX PHARMACEUTICALS INC COM 1.9%
Value ($000) $20,863 Shares 72,247 Est. Cost $195.24 Unrealized +56.1%
CI CIGNA CORP NEW COM 1.9%
Value ($000) $20,832 Shares 62,873 Est. Cost $189.93 Unrealized +57.4%
COR AMERISOURCEBERGEN CORP COM 1.9%
Value ($000) $20,411 Shares 123,176 Est. Cost $46.51 Unrealized +230.0%
JBL JABIL INC COM 1.9%
Value ($000) $20,362 Shares 298,558 Est. Cost $57.63 Unrealized +13.7%
ORCL ORACLE CORP COM 1.9%
Value ($000) $20,180 Shares 246,881 Est. Cost $29.44 Unrealized +148.7%
HON HONEYWELL INTL INC COM 1.8%
Value ($000) $19,473 Shares 90,868 Est. Cost $58.01 Unrealized +208.1%
HUBB HUBBELL INC COM 1.8%
Value ($000) $19,349 Shares 82,450 Est. Cost $113.78 Unrealized +101.7%
MCHP MICROCHIP TECHNOLOGY INC. COM 1.8%
Value ($000) $19,134 Shares 272,373 Est. Cost $42.72 Unrealized +49.5%
ROST ROSS STORES INC COM 1.8%
Value ($000) $19,027 Shares 163,929 Est. Cost $42.33 Unrealized +132.8%
CNP CENTERPOINT ENERGY INC COM 1.8%
Value ($000) $18,981 Shares 632,906 Est. Cost $18.80 Unrealized +42.4%
CACI CACI INTL INC CL A 1.7%
Value ($000) $18,331 Shares 60,984 Est. Cost $230.95 Unrealized +26.3%
TPR TAPESTRY INC COM 1.7%
Value ($000) $18,115 Shares 475,722 Est. Cost $22.70 Unrealized +38.3%
MS MORGAN STANLEY COM NEW 1.7%
Value ($000) $17,954 Shares 211,179 Est. Cost $49.33 Unrealized +55.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.6%
Value ($000) $17,732 Shares 66,451 Est. Cost $65.51 Unrealized +303.1%
LKQ LKQ CORP COM 1.6%
Value ($000) $17,666 Shares 330,765 Est. Cost $27.41 Unrealized +76.9%
TMUS T-MOBILE US INC COM 1.6%
Value ($000) $17,332 Shares 123,799 Est. Cost $62.68 Unrealized +121.4%
MGY MAGNOLIA OIL & GAS CORP CL A 1.6%
Value ($000) $17,135 Shares 730,712 Est. Cost $24.38 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC COM 1.6%
Value ($000) $17,002 Shares 233,927 Est. Cost $48.21 Unrealized +34.1%
TRITON INTL LTD CL A 1.5%
Value ($000) $16,265 Shares 236,481 Est. Cost $68.78 Unrealized
DRI DARDEN RESTAURANTS INC COM 1.5%
Value ($000) $16,076 Shares 116,216 Est. Cost $121.23 Unrealized +4.2%
TGT TARGET CORP COM 1.3%
Value ($000) $14,183 Shares 95,160 Est. Cost $170.18 Unrealized -17.2%
AIZ ASSURANT INC COM 1.3%
Value ($000) $14,024 Shares 112,140 Est. Cost $85.31 Unrealized +47.8%
DELL DELL TECHNOLOGIES INC CL C 1.3%
Value ($000) $13,719 Shares 341,098 Est. Cost $39.10 Unrealized -5.2%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $13,547 Shares 153,543 Est. Cost $109.17 Unrealized -13.6%
VZ VERIZON COMMUNICATIONS INC COM 1.2%
Value ($000) $12,784 Shares 324,459 Est. Cost $31.04 Unrealized -0.9%
AAP ADVANCE AUTO PARTS INC COM 1.2%
Value ($000) $12,495 Shares 84,984 Est. Cost $133.45 Unrealized +12.5%
CNXC CONCENTRIX CORP COM 1.2%
Value ($000) $12,400 Shares 93,118 Est. Cost $164.82 Unrealized -31.1%
BJ BJS WHSL CLUB HLDGS INC 1.1%
Value ($000) $12,308 Shares 186,034 Est. Cost $71.69 Unrealized +1.1%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 1.1%
Value ($000) $11,757 Shares 225,837 Est. Cost $56.82 Unrealized -10.8%
STWD STARWOOD PPTY TR INC COM 1.1%
Value ($000) $11,647 Shares 635,387 Est. Cost $21.40 Unrealized
NEM NEWMONT CORP COM 1.1%
Value ($000) $11,466 Shares 242,930 Est. Cost $50.49 Unrealized -19.1%
MRK MERCK & CO INC COM 0.6%
Value ($000) $6,228 Shares 56,138 Est. Cost $50.75 Unrealized +82.9%
ABBV ABBVIE INC COM 0.6%
Value ($000) $6,038 Shares 37,359 Est. Cost $54.10 Unrealized +153.6%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $5,451 Shares 22,755 Est. Cost $193.69 Unrealized +6.7%
GIS GENERAL MLS INC COM 0.5%
Value ($000) $5,324 Shares 63,491 Est. Cost $49.61 Unrealized +47.0%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $5,261 Shares 61,279 Est. Cost $55.54 Unrealized +27.5%
DKS DICKS SPORTING GOODS INC COM 0.5%
Value ($000) $5,258 Shares 43,707 Est. Cost $51.44 Unrealized +102.8%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $5,254 Shares 39,177 Est. Cost $66.16 Unrealized +77.8%
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $5,136 Shares 41,049 Est. Cost $99.15 Unrealized
GD GENERAL DYNAMICS CORP COM 0.5%
Value ($000) $5,124 Shares 20,650 Est. Cost $150.26 Unrealized +52.3%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $5,065 Shares 33,421 Est. Cost $80.23 Unrealized +61.8%
TRV TRAVELERS COMPANIES INC COM 0.5%
Value ($000) $5,055 Shares 26,963 Est. Cost $117.36 Unrealized +44.3%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $4,986 Shares 10,249 Est. Cost $302.50 Unrealized +41.0%
PEP PEPSICO INC COM 0.5%
Value ($000) $4,967 Shares 27,494 Est. Cost $88.26 Unrealized +82.3%
STT STATE STR CORP COM 0.4%
Value ($000) $4,747 Shares 61,202 Est. Cost $60.70 Unrealized +8.8%
MET METLIFE INC COM 0.4%
Value ($000) $4,746 Shares 65,582 Est. Cost $37.14 Unrealized +75.3%
HD HOME DEPOT INC COM 0.4%
Value ($000) $4,665 Shares 14,768 Est. Cost $147.49 Unrealized +90.7%
DOX AMDOCS LTD SHS 0.4%
Value ($000) $4,631 Shares 50,949 Est. Cost $69.00 Unrealized +14.9%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,631 Shares 17,572 Est. Cost $178.77 Unrealized +37.2%
VICI VICI PPTYS INC COM 0.4%
Value ($000) $4,606 Shares 142,157 Est. Cost $23.90 Unrealized +12.9%
CMI CUMMINS INC COM 0.4%
Value ($000) $4,484 Shares 18,506 Est. Cost $151.81 Unrealized +45.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $4,421 Shares 61,444 Est. Cost $49.76 Unrealized +31.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $4,392 Shares 31,171 Est. Cost $101.06 Unrealized +21.8%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $4,343 Shares 24,983 Est. Cost $96.58 Unrealized +53.3%
MSM MSC INDL DIRECT INC CL A 0.4%
Value ($000) $4,305 Shares 52,696 Est. Cost $70.98 Unrealized +14.9%
POR PORTLAND GEN ELEC CO COM NEW 0.4%
Value ($000) $4,232 Shares 86,377 Est. Cost $33.66 Unrealized +19.2%
WPC WP CAREY INC COM 0.4%
Value ($000) $4,196 Shares 53,686 Est. Cost $71.60 Unrealized
KMI KINDER MORGAN INC DEL COM 0.4%
Value ($000) $4,103 Shares 226,922 Est. Cost $10.49 Unrealized +44.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.4%
Value ($000) $4,065 Shares 66,349 Est. Cost $38.15 Unrealized +36.6%
T AT&T INC COM 0.4%
Value ($000) $4,012 Shares 217,904 Est. Cost $14.77 Unrealized +2.3%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $3,968 Shares 24,014 Est. Cost $151.62 Unrealized +0.2%
LIFE STORAGE INC COM 0.4%
Value ($000) $3,860 Shares 39,184 Est. Cost $92.91 Unrealized
PRU PRUDENTIAL FINL INC COM 0.4%
Value ($000) $3,849 Shares 38,700 Est. Cost $62.05 Unrealized +39.7%
HPQ HP INC COM 0.4%
Value ($000) $3,844 Shares 143,056 Est. Cost $17.68 Unrealized +38.9%
NTAP NETAPP INC COM 0.4%
Value ($000) $3,772 Shares 62,806 Est. Cost $41.31 Unrealized +49.1%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $3,536 Shares 32,162 Est. Cost $81.82 Unrealized +33.0%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $3,395 Shares 58,035 Est. Cost $78.47 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $3,323 Shares 8,689 Est. Cost $299.85 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $3,323 Shares 30,467 Est. Cost $107.11 Unrealized -9.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.3%
Value ($000) $3,271 Shares 39,401 Est. Cost $57.29 Unrealized +15.8%
VOT VANGUARD MID-CAP GROWTH ETF 0.3%
Value ($000) $3,079 Shares 17,130 Est. Cost $165.59 Unrealized
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $3,021 Shares 70,210 Est. Cost $41.10 Unrealized -9.8%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $2,986 Shares 7,772 Est. Cost $345.89 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $2,729 Shares 78,037 Est. Cost $37.24 Unrealized -19.3%
MPT MEDICAL PPTYS TRUST INC COM 0.3%
Value ($000) $2,720 Shares 244,155 Est. Cost $15.60 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $2,630 Shares 18,738 Est. Cost $118.63 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $2,485 Shares 33,045 Est. Cost $76.28 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $2,447 Shares 18,092 Est. Cost $114.69 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $2,419 Shares 43,887 Est. Cost $65.30 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $2,194 Shares 90,223 Est. Cost $24.66 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $2,091 Shares 33,920 Est. Cost $62.42 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.2%
Value ($000) $1,994 Shares 81,645 Est. Cost $24.74 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $1,935 Shares 17,880 Est. Cost $108.14 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.2%
Value ($000) $1,910 Shares 81,783 Est. Cost $23.75 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,887 Shares 12,440 Est. Cost $151.65 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $1,818 Shares 23,875 Est. Cost $71.99 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $1,637 Shares 8,164 Est. Cost $221.87 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,539 Shares 7,183 Est. Cost $152.39 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value ($000) $1,438 Shares 61,521 Est. Cost $23.74 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.1%
Value ($000) $1,356 Shares 54,160 Est. Cost $25.09 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,340 Shares 34,384 Est. Cost $43.36 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.1%
Value ($000) $1,256 Shares 50,498 Est. Cost $24.68 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,185 Shares 23,641 Est. Cost $50.10 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $1,090 Shares 48,670 Est. Cost $22.19 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $1,037 Shares 12,345 Est. Cost $124.35 Unrealized -20.6%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $935 Shares 12,069 Est. Cost $80.07 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $885 Shares 1,670 Est. Cost $225.22 Unrealized +122.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $873 Shares 2,734 Est. Cost $193.46 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $851 Shares 11,461 Est. Cost $81.81 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $830 Shares 6,669 Est. Cost $73.49 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $803 Shares 6,986 Est. Cost $119.28 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $724 Shares 10,080 Est. Cost $75.29 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $711 Shares 7,783 Est. Cost $99.09 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $709 Shares 4,064 Est. Cost $138.81 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $702 Shares 5,170 Est. Cost $86.82 Unrealized
VLY VALLEY NATL BANCORP COM 0.1%
Value ($000) $691 Shares 61,104 Est. Cost $9.70 Unrealized +21.4%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $629 Shares 5,968 Est. Cost $110.00 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $567 Shares 9,800 Est. Cost $57.82 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $516 Shares 21,255 Est. Cost $24.46 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $501 Shares 4,562 Est. Cost $83.89 Unrealized +16.4%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $491 Shares 5,039 Est. Cost $91.54 Unrealized +1.9%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $489 Shares 5,512 Est. Cost $108.22 Unrealized -12.5%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $483 Shares 1,321 Est. Cost $285.22 Unrealized +21.2%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $451 Shares 987 Est. Cost $252.78 Unrealized +85.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $423 Shares 12,355 Est. Cost $23.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $383 Shares 1,240 Est. Cost $238.88 Unrealized +24.3%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $374 Shares 2,898 Est. Cost $123.27 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $370 Shares 862 Est. Cost $329.78 Unrealized +17.9%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $337 Shares 1,582 Est. Cost $246.75 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $329 Shares 8,211 Est. Cost $42.25 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $322 Shares 1,348 Est. Cost $146.54 Unrealized +56.3%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $320 Shares 2,181 Est. Cost $97.72 Unrealized +46.5%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $290 Shares 2,772 Est. Cost $76.25 Unrealized +28.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $290 Shares 526 Est. Cost $490.14 Unrealized +7.1%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $279 Shares 2,680 Est. Cost $104.62 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $279 Shares 2,156 Est. Cost $93.63 Unrealized +25.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $274 Shares 325 Est. Cost $37.03 Unrealized +45.2%
HSY HERSHEY CO COM 0.0%
Value ($000) $266 Shares 1,150 Est. Cost $152.51 Unrealized +39.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $261 Shares 2,533 Est. Cost $76.59 Unrealized +10.7%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $261 Shares 1,059 Est. Cost $182.47 Unrealized +27.8%
V VISA INC COM CL A 0.0%
Value ($000) $261 Shares 1,254 Est. Cost $220.99 Unrealized -10.9%
CDW CDW CORP COM 0.0%
Value ($000) $259 Shares 1,450 Est. Cost $146.19 Unrealized +15.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $256 Shares 2,922 Est. Cost $53.75 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $253 Shares 422 Est. Cost $485.54 Unrealized +8.4%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $251 Shares 946 Est. Cost $245.73 Unrealized -7.2%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $243 Shares 1,549 Est. Cost $66.61 Unrealized +120.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $242 Shares 5,041 Est. Cost $52.19 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $239 Shares 633 Est. Cost $315.41 Unrealized +7.1%
AON AON PLC SHS CL A 0.0%
Value ($000) $237 Shares 789 Est. Cost $265.31 Unrealized +7.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $234 Shares 2,434 Est. Cost $48.60 Unrealized +73.9%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $228 Shares 1,401 Est. Cost $160.41 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $225 Shares 3,351 Est. Cost $70.70 Unrealized -9.5%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $225 Shares 3,016 Est. Cost $97.66 Unrealized -21.1%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $220 Shares 654 Est. Cost $479.24 Unrealized -33.3%
VMWARE INC CL A COM 0.0%
Value ($000) $220 Shares 1,790 Est. Cost $147.76 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $215 Shares 867 Est. Cost $279.85 Unrealized -24.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $212 Shares 2,615 Est. Cost $82.72 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $212 Shares 2,556 Est. Cost $84.06 Unrealized -6.9%
INTC INTEL CORP COM 0.0%
Value ($000) $211 Shares 8,000 Est. Cost $27.88 Unrealized -4.4%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $211 Shares 2,431 Est. Cost $103.89 Unrealized -10.1%
FTNT FORTINET INC COM 0.0%
Value ($000) $208 Shares 4,256 Est. Cost $55.74 Unrealized -6.5%
NKE NIKE INC CL B 0.0%
Value ($000) $207 Shares 1,772 Est. Cost $127.87 Unrealized -25.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $206 Shares 870 Est. Cost $245.73 Unrealized -8.5%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $206 Shares 585 Est. Cost $363.79 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $204 Shares 4,090 Est. Cost $50.51 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $200 Shares 1,275 Est. Cost $92.56 Unrealized +65.5%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $192 Shares 1,960 Est. Cost $76.58 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $190 Shares 6,590 Est. Cost $29.44 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $190 Shares 137 Est. Cost $29.88 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $187 Shares 1,757 Est. Cost $113.99 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $158 Shares 1,111 Est. Cost $20.00 Unrealized +128.3%
FMC FMC CORP COM NEW 0.0%
Value ($000) $153 Shares 1,225 Est. Cost $102.48 Unrealized +5.7%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $152 Shares 3,092 Est. Cost $49.77 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $151 Shares 5,100 Est. Cost $35.32 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $149 Shares 1,026 Est. Cost $120.88 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $149 Shares 780 Est. Cost $147.52 Unrealized +10.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $149 Shares 614 Est. Cost $186.49 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $145 Shares 1,441 Est. Cost $57.56 Unrealized +52.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $141 Shares 1,173 Est. Cost $117.65 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $137 Shares 1,765 Est. Cost $72.95 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $136 Shares 391 Est. Cost $234.92 Unrealized +37.7%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $128 Shares 1,723 Est. Cost $72.28 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $127 Shares 2,004 Est. Cost $50.30 Unrealized +9.2%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $127 Shares 1,912 Est. Cost $36.91 Unrealized +57.2%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $124 Shares 467 Est. Cost $280.51 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $111 Shares 1,500 Est. Cost $39.65 Unrealized +98.4%
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.0%
Value ($000) $105 Shares 2,121 Est. Cost $49.50 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $99 Shares 900 Est. Cost $54.21 Unrealized +77.6%
AFL AFLAC INC COM 0.0%
Value ($000) $99 Shares 1,375 Est. Cost $54.37 Unrealized +15.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $99 Shares 570 Est. Cost $84.64 Unrealized +88.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $99 Shares 570 Est. Cost $179.18 Unrealized -13.5%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $97 Shares 2,058 Est. Cost $47.35 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $87 Shares 1,160 Est. Cost $76.82 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $86 Shares 1,835 Est. Cost $49.13 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $85 Shares 1,207 Est. Cost $70.30 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $84 Shares 542 Est. Cost $71.33 Unrealized -2.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $83 Shares 788 Est. Cost $106.36 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $83 Shares 736 Est. Cost $100.19 Unrealized 0.0%
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $82 Shares 1,109 Est. Cost $111.57 Unrealized -31.6%
MAS MASCO CORP COM 0.0%
Value ($000) $82 Shares 1,750 Est. Cost $34.07 Unrealized +33.5%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $81 Shares 4,821 Est. Cost $17.01 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $80 Shares 1,543 Est. Cost $90.50 Unrealized -32.1%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $79 Shares 1,707 Est. Cost $38.18 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $77 Shares 650 Est. Cost $79.66 Unrealized +37.3%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $75 Shares 2,150 Est. Cost $42.70 Unrealized -20.0%
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $72 Shares 350 Est. Cost $341.04 Unrealized -37.3%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $68 Shares 4,299 Est. Cost $14.65 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $67 Shares 800 Est. Cost $68.84 Unrealized +7.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $65 Shares 340 Est. Cost $188.24 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $64 Shares 475 Est. Cost $114.63 Unrealized -1.7%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $64 Shares 250 Est. Cost $175.54 Unrealized +35.5%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $64 Shares 976 Est. Cost $116.26 Unrealized -37.5%
FISV FISERV INC COM 0.0%
Value ($000) $63 Shares 625 Est. Cost $96.99 Unrealized +2.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $61 Shares 438 Est. Cost $136.99 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $61 Shares 275 Est. Cost $181.74 Unrealized +8.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $60 Shares 2,475 Est. Cost $24.24 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $56 Shares 300 Est. Cost $190.00 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $54 Shares 27 Est. Cost $2099.09 Unrealized -11.0%
BLACKROCK INC COM 0.0%
Value ($000) $53 Shares 75 Est. Cost $546.67 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $51 Shares 1,150 Est. Cost $49.21 Unrealized -12.9%
ECL ECOLAB INC COM 0.0%
Value ($000) $51 Shares 350 Est. Cost $158.99 Unrealized -10.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 750 Est. Cost $66.67 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $51 Shares 500 Est. Cost $59.28 Unrealized +37.1%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $50 Shares 203 Est. Cost $223.80 Unrealized -1.5%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $26.45 Unrealized +19.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $49 Shares 996 Est. Cost $49.98 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $48 Shares 588 Est. Cost $79.93 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $47 Shares 671 Est. Cost $64.35 Unrealized -7.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $45 Shares 982 Est. Cost $38.45 Unrealized -8.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $44 Shares 1,013 Est. Cost $31.88 Unrealized +15.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $44 Shares 700 Est. Cost $58.13 Unrealized +11.3%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $44 Shares 708 Est. Cost $59.32 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $43 Shares 275 Est. Cost $62.47 Unrealized +122.9%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $42 Shares 248 Est. Cost $166.10 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $41 Shares 250 Est. Cost $147.64 Unrealized +0.1%
LOW LOWES COS INC COM 0.0%
Value ($000) $40 Shares 203 Est. Cost $91.64 Unrealized +105.4%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $39 Shares 588 Est. Cost $53.43 Unrealized -2.2%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $38 Shares 283 Est. Cost $120.01 Unrealized +1.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $38 Shares 676 Est. Cost $57.69 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $37 Shares 245 Est. Cost $142.86 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $37 Shares 252 Est. Cost $27.36 Unrealized -46.5%
F FORD MTR CO DEL COM 0.0%
Value ($000) $35 Shares 3,050 Est. Cost $10.11 Unrealized -0.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $35 Shares 152 Est. Cost $227.83 Unrealized -0.7%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $35 Shares 416 Est. Cost $75.20 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $33 Shares 442 Est. Cost $98.49 Unrealized -30.1%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $33 Shares 730 Est. Cost $44.81 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $32 Shares 445 Est. Cost $83.10 Unrealized -3.9%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $32 Shares 500 Est. Cost $61.65 Unrealized -13.1%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $31 Shares 125 Est. Cost $283.70 Unrealized -24.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $31 Shares 500 Est. Cost $69.34 Unrealized -22.6%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $31 Shares 265 Est. Cost $112.87 Unrealized -5.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $30 Shares 746 Est. Cost $33.56 Unrealized -3.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $29 Shares 747 Est. Cost $35.24 Unrealized -9.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $103.33 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $27 Shares 738 Est. Cost $40.60 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $27 Shares 143 Est. Cost $160.18 Unrealized +13.4%
CSX CSX CORP COM 0.0%
Value ($000) $25 Shares 800 Est. Cost $30.00 Unrealized -4.2%
MMM 3M CO COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $98.92 Unrealized -8.3%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $24 Shares 100 Est. Cost $235.29 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $193.59 Unrealized +7.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $21 Shares 300 Est. Cost $64.29 Unrealized -7.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $78.81 Unrealized +15.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $37.29 Unrealized +4.3%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $20.00 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $21 Shares 277 Est. Cost $79.42 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $63.33 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $20 Shares 575 Est. Cost $34.78 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $19 Shares 143 Est. Cost $129.06 Unrealized -1.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $19 Shares 150 Est. Cost $115.64 Unrealized -1.0%
RH RH COM 0.0%
Value ($000) $19 Shares 70 Est. Cost $181.18 Unrealized +43.8%
MTB M & T BK CORP COM 0.0%
Value ($000) $18 Shares 125 Est. Cost $149.08 Unrealized -0.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $18 Shares 138 Est. Cost $115.94 Unrealized
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $64.59 Unrealized +32.3%
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $17 Shares 352 Est. Cost $47.37 Unrealized -12.3%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $16 Shares 105 Est. Cost $85.61 Unrealized +66.3%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $15 Shares 112 Est. Cost $107.14 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $15 Shares 330 Est. Cost $40.06 Unrealized -2.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $15 Shares 182 Est. Cost $91.47 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $15 Shares 327 Est. Cost $46.04 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $15 Shares 92 Est. Cost $152.17 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $14 Shares 219 Est. Cost $63.93 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $14 Shares 150 Est. Cost $78.47 Unrealized +6.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $13 Shares 284 Est. Cost $47.81 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $13 Shares 204 Est. Cost $59.35 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $12 Shares 158 Est. Cost $72.21 Unrealized -3.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $12 Shares 187 Est. Cost $67.48 Unrealized -2.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $84.05 Unrealized -2.8%
ADSK AUTODESK INC COM 0.0%
Value ($000) $11 Shares 60 Est. Cost $192.30 Unrealized +4.4%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $11 Shares 221 Est. Cost $49.77 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value ($000) $11 Shares 72 Est. Cost $78.88 Unrealized +78.4%
UNP UNION PAC CORP COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $214.98 Unrealized -11.5%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $10 Shares 1,081 Est. Cost $18.55 Unrealized -39.1%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $108.39 Unrealized +5.2%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $56.46 Unrealized -12.1%
GOVI INVESCO 1-30 LADDERED TREASURY ETF 0.0%
Value ($000) $9 Shares 330 Est. Cost $30.30 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $9 Shares 822 Est. Cost $12.17 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $9 Shares 400 Est. Cost $20.00 Unrealized
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $9 Shares 58 Est. Cost $158.99 Unrealized -11.1%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $9 Shares 87 Est. Cost $91.95 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $62.04 Unrealized +29.6%
ASB ASSOCIATED BANC CORP COM 0.0%
Value ($000) $9 Shares 376 Est. Cost $17.44 Unrealized +16.3%
INGR INGREDION INC COM 0.0%
Value ($000) $9 Shares 88 Est. Cost $92.23 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $8 Shares 22 Est. Cost $314.09 Unrealized +16.9%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $8 Shares 40 Est. Cost $200.00 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.65 Unrealized
AZTA AZENTA INC COM 0.0%
Value ($000) $7 Shares 125 Est. Cost $74.74 Unrealized -31.6%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $7 Shares 212 Est. Cost $32.30 Unrealized -10.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $89.42 Unrealized -7.5%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $7 Shares 52 Est. Cost $153.09 Unrealized -12.1%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $7 Shares 98 Est. Cost $90.53 Unrealized -27.7%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $6 Shares 325 Est. Cost $20.00 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $87.47 Unrealized +8.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $432.80 Unrealized +14.4%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $5 Shares 244 Est. Cost $17.59 Unrealized +6.9%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $114.86 Unrealized -1.7%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $42.11 Unrealized +20.7%
MASI MASIMO CORP COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $133.79 Unrealized +2.8%
CRM SALESFORCE INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $144.17 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $4 Shares 50 Est. Cost $36.78 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $4 Shares 87 Est. Cost $34.48 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $871.74 Unrealized +2.1%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $184.01 Unrealized -7.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $253.99 Unrealized +14.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $23.49 Unrealized +6.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 43 Est. Cost $79.36 Unrealized -26.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $55.81 Unrealized +9.6%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $2 Shares 44 Est. Cost $68.18 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $38.12 Unrealized +5.5%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $45.44 Unrealized -10.8%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.09 Unrealized -14.1%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 175 Est. Cost $8.00 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $84.81 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $55.62 Unrealized -8.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $39.95 Unrealized +2.2%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $79.23 Unrealized -44.2%
AKO/B EMBOTELLADORA ANDINA S A SPON ADR B 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.41 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.21 Unrealized -17.3%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $28.73 Unrealized -14.9%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $41.07 Unrealized -15.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 35 Est. Cost $11.64 Unrealized -13.6%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
LEGR FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CDXS CODEXIS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.54 Unrealized -56.3%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TRN TRINITY INDS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.12 Unrealized +5.4%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.31 Unrealized -23.5%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.03 Unrealized -3.1%
LIONS GATE ENTMNT CORP CL B NON VTG 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.40 Unrealized +3.6%
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.58 Unrealized -49.5%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.56 Unrealized