VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value ($000): $1,199,774 (100.0% shares, 0.0% debt)

Holdings (366)

AAPL APPLE INC COM 3.2%
Value ($000) $38,778 Shares 226,491 Est. Cost $84.66 Unrealized +114.2%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.9%
Value ($000) $34,861 Shares 509,371 Est. Cost $68.18 Unrealized
AVGO BROADCOM INC COM 2.6%
Value ($000) $30,866 Shares 37,163 Est. Cost $21.44 Unrealized +291.6%
JBL JABIL INC COM 2.6%
Value ($000) $30,737 Shares 242,232 Est. Cost $57.63 Unrealized +88.7%
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $28,009 Shares 88,705 Est. Cost $41.05 Unrealized +690.7%
CSCO CISCO SYS INC COM 1.9%
Value ($000) $23,156 Shares 430,737 Est. Cost $20.42 Unrealized +146.3%
AMGN AMGEN INC COM 1.9%
Value ($000) $22,775 Shares 84,741 Est. Cost $125.60 Unrealized +84.6%
CVX CHEVRON CORP NEW COM 1.9%
Value ($000) $22,579 Shares 133,903 Est. Cost $70.66 Unrealized +106.3%
ORCL ORACLE CORP COM 1.8%
Value ($000) $21,704 Shares 204,908 Est. Cost $29.44 Unrealized +283.1%
MET METLIFE INC COM 1.8%
Value ($000) $21,222 Shares 337,344 Est. Cost $48.59 Unrealized +19.4%
VRTX VERTEX PHARMACEUTICALS INC COM 1.8%
Value ($000) $21,176 Shares 60,896 Est. Cost $195.24 Unrealized +79.1%
HUBB HUBBELL INC COM 1.8%
Value ($000) $21,138 Shares 67,445 Est. Cost $113.78 Unrealized +171.1%
DELL DELL TECHNOLOGIES INC CL C 1.7%
Value ($000) $20,269 Shares 294,181 Est. Cost $39.03 Unrealized +46.6%
COR CENCORA INC COM 1.7%
Value ($000) $20,140 Shares 111,909 Est. Cost $46.51 Unrealized +289.1%
GOOGL ALPHABET INC CAP STK CL A 1.7%
Value ($000) $19,964 Shares 152,560 Est. Cost $108.03 Unrealized +18.8%
PGR PROGRESSIVE CORP COM 1.6%
Value ($000) $19,683 Shares 141,297 Est. Cost $55.57 Unrealized +116.6%
MS MORGAN STANLEY COM NEW 1.6%
Value ($000) $19,665 Shares 240,790 Est. Cost $54.86 Unrealized +46.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.6%
Value ($000) $19,272 Shares 62,754 Est. Cost $68.16 Unrealized +346.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 1.6%
Value ($000) $18,974 Shares 243,097 Est. Cost $42.72 Unrealized +84.2%
SON SONOCO PRODS CO COM 1.6%
Value ($000) $18,697 Shares 344,019 Est. Cost $50.65 Unrealized +1.2%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $18,245 Shares 117,141 Est. Cost $74.15 Unrealized +106.7%
ELV ELEVANCE HEALTH INC COM 1.5%
Value ($000) $18,105 Shares 41,580 Est. Cost $124.57 Unrealized +250.5%
VTV VANGUARD VALUE ETF 1.5%
Value ($000) $17,892 Shares 129,717 Est. Cost $135.29 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 1.5%
Value ($000) $17,739 Shares 233,906 Est. Cost $75.84 Unrealized
CVS CVS HEALTH CORP COM 1.4%
Value ($000) $17,392 Shares 249,095 Est. Cost $51.08 Unrealized +26.4%
ROST ROSS STORES INC COM 1.4%
Value ($000) $17,045 Shares 150,909 Est. Cost $42.33 Unrealized +164.2%
CACI CACI INTL INC CL A 1.4%
Value ($000) $17,006 Shares 54,171 Est. Cost $230.95 Unrealized +44.8%
CI THE CIGNA GROUP COM 1.4%
Value ($000) $16,865 Shares 58,953 Est. Cost $189.93 Unrealized +43.6%
MGY MAGNOLIA OIL & GAS CORP CL A 1.4%
Value ($000) $16,234 Shares 708,619 Est. Cost $24.36 Unrealized -8.3%
TMUS T-MOBILE US INC COM 1.3%
Value ($000) $16,096 Shares 114,932 Est. Cost $62.68 Unrealized +113.5%
HON HONEYWELL INTL INC COM 1.3%
Value ($000) $16,090 Shares 87,096 Est. Cost $58.01 Unrealized +199.7%
PFE PFIZER INC COM 1.3%
Value ($000) $15,977 Shares 481,671 Est. Cost $27.56 Unrealized +10.9%
AIZ ASSURANT INC COM 1.3%
Value ($000) $15,880 Shares 110,599 Est. Cost $85.80 Unrealized +53.7%
LKQ LKQ CORP COM 1.3%
Value ($000) $15,376 Shares 310,558 Est. Cost $27.41 Unrealized +81.8%
VZ VERIZON COMMUNICATIONS INC COM 1.3%
Value ($000) $15,322 Shares 472,747 Est. Cost $31.40 Unrealized -7.7%
BJ BJS WHSL CLUB HLDGS INC 1.2%
Value ($000) $14,876 Shares 208,440 Est. Cost $71.83 Unrealized -6.3%
DRI DARDEN RESTAURANTS INC COM 1.2%
Value ($000) $14,832 Shares 103,558 Est. Cost $121.23 Unrealized +21.4%
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $14,803 Shares 253,221 Est. Cost $64.97 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO COM 1.2%
Value ($000) $14,573 Shares 280,730 Est. Cost $40.82 Unrealized +29.0%
STWD STARWOOD PPTY TR INC COM 1.2%
Value ($000) $13,820 Shares 714,235 Est. Cost $20.88 Unrealized
CAG CONAGRA BRANDS INC COM 1.1%
Value ($000) $13,179 Shares 480,643 Est. Cost $31.95 Unrealized -15.2%
TPR TAPESTRY INC COM 1.0%
Value ($000) $12,445 Shares 432,861 Est. Cost $22.70 Unrealized +51.2%
TGT TARGET CORP COM 1.0%
Value ($000) $12,286 Shares 111,111 Est. Cost $165.21 Unrealized -29.6%
PB PROSPERITY BANCSHARES INC COM 1.0%
Value ($000) $12,262 Shares 224,652 Est. Cost $48.21 Unrealized +10.7%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 1.0%
Value ($000) $12,067 Shares 229,675 Est. Cost $56.86 Unrealized +0.5%
NEM NEWMONT CORP COM 0.9%
Value ($000) $10,765 Shares 291,332 Est. Cost $49.29 Unrealized -22.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.7%
Value ($000) $8,435 Shares 168,092 Est. Cost $50.17 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.7%
Value ($000) $8,430 Shares 17,799 Est. Cost $473.65 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.7%
Value ($000) $8,063 Shares 41,399 Est. Cost $183.14 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.6%
Value ($000) $7,760 Shares 69,816 Est. Cost $111.15 Unrealized
CNXC CONCENTRIX CORP COM 0.6%
Value ($000) $7,723 Shares 96,401 Est. Cost $162.30 Unrealized -54.5%
AEP AMERICAN ELEC PWR CO INC COM 0.6%
Value ($000) $6,995 Shares 92,992 Est. Cost $78.42 Unrealized -5.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value ($000) $6,277 Shares 66,751 Est. Cost $94.08 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.5%
Value ($000) $5,922 Shares 74,216 Est. Cost $79.80 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.5%
Value ($000) $5,836 Shares 39,457 Est. Cost $147.91 Unrealized
CAT CATERPILLAR INC COM 0.4%
Value ($000) $5,179 Shares 18,970 Est. Cost $193.69 Unrealized +35.0%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $5,059 Shares 34,883 Est. Cost $66.16 Unrealized +115.1%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.4%
Value ($000) $5,022 Shares 127,127 Est. Cost $39.50 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $4,981 Shares 33,418 Est. Cost $54.10 Unrealized +150.1%
MRK MERCK & CO INC COM 0.4%
Value ($000) $4,919 Shares 47,777 Est. Cost $50.75 Unrealized +96.7%
NTAP NETAPP INC COM 0.4%
Value ($000) $4,820 Shares 63,522 Est. Cost $43.30 Unrealized +69.7%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $4,675 Shares 32,048 Est. Cost $82.83 Unrealized +74.0%
MSM MSC INDL DIRECT INC CL A 0.4%
Value ($000) $4,574 Shares 46,599 Est. Cost $70.98 Unrealized +39.0%
EOG EOG RES INC COM 0.4%
Value ($000) $4,570 Shares 36,056 Est. Cost $108.48 Unrealized +8.0%
HD HOME DEPOT INC COM 0.4%
Value ($000) $4,534 Shares 15,006 Est. Cost $159.80 Unrealized +89.6%
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $4,473 Shares 20,244 Est. Cost $150.26 Unrealized +40.5%
SDY SPDR S&P Div ETF 0.4%
Value ($000) $4,360 Shares 37,911 Est. Cost $99.15 Unrealized
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $4,337 Shares 97,809 Est. Cost $36.46 Unrealized +13.8%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $4,251 Shares 128,598 Est. Cost $36.03 Unrealized -9.8%
PEP PEPSICO INC COM 0.4%
Value ($000) $4,250 Shares 25,082 Est. Cost $88.26 Unrealized +89.4%
EUDG WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND 0.3%
Value ($000) $4,191 Shares 146,665 Est. Cost $28.57 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $4,180 Shares 29,790 Est. Cost $101.82 Unrealized +29.4%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,150 Shares 15,754 Est. Cost $178.77 Unrealized +50.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,095 Shares 31,805 Est. Cost $123.19 Unrealized
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $3,985 Shares 53,170 Est. Cost $55.54 Unrealized +27.2%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $3,977 Shares 24,351 Est. Cost $117.36 Unrealized +36.1%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $3,973 Shares 25,490 Est. Cost $98.61 Unrealized +53.8%
KO COCA COLA CO COM 0.3%
Value ($000) $3,867 Shares 69,072 Est. Cost $55.60 Unrealized +0.2%
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $3,861 Shares 36,821 Est. Cost $105.54 Unrealized -5.0%
STT STATE STR CORP COM 0.3%
Value ($000) $3,850 Shares 57,495 Est. Cost $60.70 Unrealized +6.9%
CMI CUMMINS INC COM 0.3%
Value ($000) $3,848 Shares 16,842 Est. Cost $151.81 Unrealized +50.6%
DOX AMDOCS LTD SHS 0.3%
Value ($000) $3,841 Shares 45,466 Est. Cost $69.00 Unrealized +23.6%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $3,834 Shares 40,402 Est. Cost $63.24 Unrealized +33.3%
VICI VICI PPTYS INC COM 0.3%
Value ($000) $3,831 Shares 131,661 Est. Cost $23.90 Unrealized +13.1%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.3%
Value ($000) $3,815 Shares 50,262 Est. Cost $75.91 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $3,811 Shares 9,318 Est. Cost $302.50 Unrealized +37.2%
IPAC ISHARES CORE MSCI PACIFIC ETF 0.3%
Value ($000) $3,810 Shares 68,529 Est. Cost $55.60 Unrealized
GIS GENERAL MLS INC COM 0.3%
Value ($000) $3,801 Shares 59,406 Est. Cost $49.61 Unrealized +30.1%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $3,783 Shares 23,791 Est. Cost $151.85 Unrealized +4.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.3%
Value ($000) $3,715 Shares 65,271 Est. Cost $38.88 Unrealized +45.9%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $3,711 Shares 33,414 Est. Cost $83.22 Unrealized +32.2%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $3,691 Shares 53,951 Est. Cost $78.47 Unrealized
T AT&T INC COM 0.3%
Value ($000) $3,596 Shares 239,436 Est. Cost $14.92 Unrealized -13.2%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $3,575 Shares 215,592 Est. Cost $10.49 Unrealized +45.5%
O REALTY INCOME CORP COM 0.3%
Value ($000) $3,566 Shares 71,397 Est. Cost $55.03 Unrealized -8.9%
HPQ HP INC COM 0.3%
Value ($000) $3,459 Shares 134,574 Est. Cost $17.68 Unrealized +58.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $3,422 Shares 58,967 Est. Cost $49.76 Unrealized +9.2%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.3%
Value ($000) $3,420 Shares 36,111 Est. Cost $57.29 Unrealized +41.5%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $3,070 Shares 7,149 Est. Cost $345.89 Unrealized
SPY SPDR S&P 500 0.3%
Value ($000) $3,046 Shares 7,125 Est. Cost $299.85 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,043 Shares 18,561 Est. Cost $131.70 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $3,038 Shares 63,525 Est. Cost $47.83 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.3%
Value ($000) $3,014 Shares 8,831 Est. Cost $341.26 Unrealized
BBH VANECK BIOTECH ETF 0.2%
Value ($000) $2,956 Shares 18,983 Est. Cost $155.73 Unrealized
ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND 0.2%
Value ($000) $2,912 Shares 56,431 Est. Cost $51.60 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.2%
Value ($000) $2,861 Shares 56,807 Est. Cost $50.36 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $2,182 Shares 16,662 Est. Cost $114.69 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $2,130 Shares 87,409 Est. Cost $24.66 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.2%
Value ($000) $2,106 Shares 78,265 Est. Cost $26.91 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $2,072 Shares 32,193 Est. Cost $62.42 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.2%
Value ($000) $1,957 Shares 79,118 Est. Cost $24.73 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $1,898 Shares 25,250 Est. Cost $75.25 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.2%
Value ($000) $1,863 Shares 79,835 Est. Cost $23.74 Unrealized
MBB ISHARES MBS ETF 0.2%
Value ($000) $1,858 Shares 20,925 Est. Cost $88.80 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $1,750 Shares 20,777 Est. Cost $71.99 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $1,729 Shares 35,649 Est. Cost $48.50 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,625 Shares 7,587 Est. Cost $221.87 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $1,614 Shares 12,695 Est. Cost $123.24 Unrealized +8.7%
VCSH Vanguard S/T Corp 0.1%
Value ($000) $1,602 Shares 21,318 Est. Cost $76.28 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value ($000) $1,525 Shares 65,918 Est. Cost $23.73 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,397 Shares 35,621 Est. Cost $42.99 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $1,225 Shares 40,634 Est. Cost $30.15 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $1,218 Shares 27,951 Est. Cost $43.56 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.1%
Value ($000) $1,204 Shares 47,470 Est. Cost $25.09 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,108 Shares 4,166 Est. Cost $152.39 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $1,081 Shares 2,606 Est. Cost $193.46 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.1%
Value ($000) $925 Shares 36,589 Est. Cost $24.68 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $908 Shares 12,829 Est. Cost $70.76 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $846 Shares 11,685 Est. Cost $81.58 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.1%
Value ($000) $798 Shares 32,189 Est. Cost $24.80 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $783 Shares 32,603 Est. Cost $24.48 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $746 Shares 9,823 Est. Cost $79.95 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $719 Shares 1,832 Est. Cost $383.40 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $688 Shares 1,280 Est. Cost $288.16 Unrealized +75.9%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $639 Shares 3,614 Est. Cost $138.81 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $638 Shares 4,840 Est. Cost $108.22 Unrealized +19.2%
DIV GLOBAL X SUPERDIVIDEND US ETF 0.1%
Value ($000) $628 Shares 38,773 Est. Cost $16.20 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $617 Shares 10,712 Est. Cost $57.99 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $603 Shares 35,319 Est. Cost $17.08 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $576 Shares 1,609 Est. Cost $336.04 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $541 Shares 958 Est. Cost $259.19 Unrealized +105.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $539 Shares 6,044 Est. Cost $99.09 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $529 Shares 1,050 Est. Cost $232.44 Unrealized +102.2%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $516 Shares 60,277 Est. Cost $10.30 Unrealized -11.9%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $474 Shares 1,090 Est. Cost $32.37 Unrealized +38.3%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $473 Shares 21,138 Est. Cost $22.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $434 Shares 1,240 Est. Cost $238.88 Unrealized +48.5%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $423 Shares 3,736 Est. Cost $118.78 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $422 Shares 1,549 Est. Cost $246.75 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $414 Shares 4,270 Est. Cost $84.17 Unrealized +19.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $387 Shares 11,664 Est. Cost $23.97 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $367 Shares 2,107 Est. Cost $100.43 Unrealized +76.2%
ADBE ADOBE INC COM 0.0%
Value ($000) $359 Shares 704 Est. Cost $474.77 Unrealized +10.5%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $349 Shares 2,524 Est. Cost $93.16 Unrealized +50.7%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $345 Shares 2,141 Est. Cost $123.27 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $324 Shares 373 Est. Cost $493.53 Unrealized +73.9%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $314 Shares 1,320 Est. Cost $201.27 Unrealized +15.4%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $312 Shares 1,820 Est. Cost $170.72 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $301 Shares 2,755 Est. Cost $77.53 Unrealized +41.3%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $299 Shares 652 Est. Cost $404.50 Unrealized +10.6%
CDW CDW CORP COM 0.0%
Value ($000) $293 Shares 1,451 Est. Cost $148.37 Unrealized +30.3%
V VISA INC COM CL A 0.0%
Value ($000) $284 Shares 1,235 Est. Cost $220.13 Unrealized +7.3%
DE DEERE & CO COM 0.0%
Value ($000) $284 Shares 752 Est. Cost $330.51 Unrealized +20.4%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $283 Shares 11,617 Est. Cost $24.34 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $282 Shares 310 Est. Cost $38.03 Unrealized +65.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $281 Shares 613 Est. Cost $319.18 Unrealized +47.1%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $279 Shares 3,140 Est. Cost $85.34 Unrealized 0.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $276 Shares 2,680 Est. Cost $104.62 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $275 Shares 543 Est. Cost $491.28 Unrealized +7.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $265 Shares 1,102 Est. Cost $150.45 Unrealized +53.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $258 Shares 4,403 Est. Cost $56.31 Unrealized +17.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $255 Shares 139 Est. Cost $30.14 Unrealized +29.4%
AON AON PLC SHS CL A 0.0%
Value ($000) $252 Shares 777 Est. Cost $268.09 Unrealized +21.3%
INTC INTEL CORP COM 0.0%
Value ($000) $251 Shares 7,050 Est. Cost $27.88 Unrealized +22.7%
GGG GRACO INC COM 0.0%
Value ($000) $250 Shares 3,427 Est. Cost $71.02 Unrealized +7.7%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $247 Shares 969 Est. Cost $245.35 Unrealized +6.9%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $245 Shares 1,386 Est. Cost $161.24 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $242 Shares 976 Est. Cost $244.07 Unrealized -9.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $232 Shares 942 Est. Cost $249.18 Unrealized +7.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $225 Shares 2,492 Est. Cost $53.75 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $225 Shares 1,124 Est. Cost $156.20 Unrealized +33.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $219 Shares 3,342 Est. Cost $52.19 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $208 Shares 3,061 Est. Cost $82.86 Unrealized -5.8%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $199 Shares 499 Est. Cost $506.69 Unrealized -13.7%
BND Vanguard Total Bond 0.0%
Value ($000) $191 Shares 2,740 Est. Cost $75.29 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $173 Shares 1,083 Est. Cost $20.00 Unrealized +159.1%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $159 Shares 1,323 Est. Cost $207.90 Unrealized -31.5%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $158 Shares 1,026 Est. Cost $120.88 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $156 Shares 3,192 Est. Cost $49.76 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $149 Shares 4,801 Est. Cost $35.32 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $149 Shares 1,465 Est. Cost $76.58 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $132 Shares 850 Est. Cost $151.77 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $130 Shares 521 Est. Cost $186.49 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $126 Shares 1,173 Est. Cost $117.65 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $117 Shares 2,150 Est. Cost $42.70 Unrealized +41.9%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $111 Shares 520 Est. Cost $66.61 Unrealized +214.8%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $106 Shares 900 Est. Cost $54.21 Unrealized +86.3%
AFL AFLAC INC COM 0.0%
Value ($000) $106 Shares 1,375 Est. Cost $54.37 Unrealized +29.7%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $101 Shares 2,034 Est. Cost $49.85 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $99 Shares 1,255 Est. Cost $72.95 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $95 Shares 2,058 Est. Cost $47.35 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $83 Shares 27 Est. Cost $2099.09 Unrealized +41.9%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $83 Shares 736 Est. Cost $100.19 Unrealized +12.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $79 Shares 1,145 Est. Cost $72.28 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $78 Shares 1,639 Est. Cost $38.18 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $75 Shares 3,046 Est. Cost $24.46 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $74 Shares 388 Est. Cost $147.52 Unrealized +48.3%
SRE SEMPRA COM 0.0%
Value ($000) $74 Shares 1,084 Est. Cost $68.97 Unrealized -3.4%
FISV FISERV INC COM 0.0%
Value ($000) $72 Shares 635 Est. Cost $97.20 Unrealized +26.7%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $71 Shares 250 Est. Cost $175.54 Unrealized +69.0%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $69 Shares 2,390 Est. Cost $29.44 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $67 Shares 1,347 Est. Cost $50.52 Unrealized
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $66 Shares 4,299 Est. Cost $14.65 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $63 Shares 275 Est. Cost $181.74 Unrealized +26.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $59 Shares 438 Est. Cost $136.99 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $56 Shares 142 Est. Cost $234.92 Unrealized +68.7%
RTX RTX CORPORATION COM 0.0%
Value ($000) $55 Shares 766 Est. Cost $57.56 Unrealized +41.1%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $53 Shares 300 Est. Cost $190.00 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $51 Shares 1,064 Est. Cost $49.99 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 750 Est. Cost $66.67 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $48 Shares 75 Est. Cost $546.67 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $47 Shares 451 Est. Cost $103.32 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $45 Shares 700 Est. Cost $58.13 Unrealized +3.7%
KR KROGER CO COM 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $49.21 Unrealized -9.3%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $44 Shares 250 Est. Cost $147.64 Unrealized +19.9%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $43 Shares 525 Est. Cost $103.89 Unrealized -19.7%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $26.45 Unrealized +5.2%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $40 Shares 2,407 Est. Cost $17.01 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $40 Shares 387 Est. Cost $106.36 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $39 Shares 668 Est. Cost $70.30 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $39 Shares 400 Est. Cost $48.60 Unrealized +87.6%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $34 Shares 600 Est. Cost $68.84 Unrealized -6.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $34 Shares 275 Est. Cost $62.47 Unrealized +84.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $33 Shares 143 Est. Cost $160.18 Unrealized +36.8%
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.0%
Value ($000) $32 Shares 646 Est. Cost $49.50 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $32 Shares 161 Est. Cost $223.80 Unrealized -8.4%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $32 Shares 283 Est. Cost $120.01 Unrealized -13.7%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $31 Shares 350 Est. Cost $79.93 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $31 Shares 145 Est. Cost $188.24 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $30 Shares 250 Est. Cost $79.66 Unrealized +35.4%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $30 Shares 1,129 Est. Cost $26.20 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $29 Shares 614 Est. Cost $49.13 Unrealized
CALAMOS DYNAMIC CONV & INCOME COM 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $21.74 Unrealized
IYR Ishares US Real Estate ETF 0.0%
Value ($000) $27 Shares 344 Est. Cost $75.20 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $179.18 Unrealized +37.7%
TIP Ishares TIPS Bnd ETF 0.0%
Value ($000) $26 Shares 249 Est. Cost $113.99 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $25 Shares 100 Est. Cost $227.83 Unrealized +9.4%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $25 Shares 733 Est. Cost $33.56 Unrealized -9.1%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $24 Shares 717 Est. Cost $40.60 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $24 Shares 395 Est. Cost $59.32 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $21 Shares 775 Est. Cost $24.24 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $21 Shares 175 Est. Cost $78.81 Unrealized +31.1%
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $64.59 Unrealized +58.2%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $20 Shares 224 Est. Cost $99.04 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $20 Shares 247 Est. Cost $82.69 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $283.70 Unrealized -21.6%
PPG PPG INDS INC COM 0.0%
Value ($000) $19 Shares 150 Est. Cost $115.64 Unrealized +15.0%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $20.00 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $19 Shares 262 Est. Cost $79.42 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $19 Shares 225 Est. Cost $98.49 Unrealized -14.6%
MMM 3M CO COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $87.16 Unrealized -8.7%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $18 Shares 359 Est. Cost $49.89 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $17 Shares 250 Est. Cost $36.91 Unrealized +82.1%
TOTL SPDR Doubleline 0.0%
Value ($000) $17 Shares 447 Est. Cost $42.25 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $17 Shares 407 Est. Cost $38.45 Unrealized -5.3%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $17 Shares 138 Est. Cost $115.94 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 227 Est. Cost $57.69 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $16 Shares 238 Est. Cost $64.23 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $34.07 Unrealized +62.3%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $16 Shares 105 Est. Cost $85.61 Unrealized +85.6%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $15 Shares 130 Est. Cost $112.87 Unrealized -0.6%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $15 Shares 572 Est. Cost $25.69 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $15 Shares 430 Est. Cost $34.02 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $15 Shares 202 Est. Cost $72.38 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $14 Shares 146 Est. Cost $100.79 Unrealized
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) $14 Shares 89 Est. Cost $152.24 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $129.06 Unrealized +8.7%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $14 Shares 98 Est. Cost $139.70 Unrealized
BHVN BIOHAVEN LTD COM 0.0%
Value ($000) $13 Shares 500 Est. Cost $20.78 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $192.30 Unrealized +9.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $12 Shares 59 Est. Cost $91.64 Unrealized +134.5%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $12 Shares 285 Est. Cost $41.77 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $12 Shares 504 Est. Cost $23.35 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $12 Shares 268 Est. Cost $43.72 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $78.47 Unrealized -4.9%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $10 Shares 962 Est. Cost $18.55 Unrealized -32.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $10 Shares 133 Est. Cost $91.47 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $108.39 Unrealized +15.8%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $9 Shares 52 Est. Cost $153.09 Unrealized +11.2%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $62.04 Unrealized +55.7%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $9 Shares 206 Est. Cost $47.81 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $9 Shares 87 Est. Cost $91.95 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $8 Shares 40 Est. Cost $200.00 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $8 Shares 173 Est. Cost $49.77 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.65 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $8 Shares 41 Est. Cost $189.07 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $72.21 Unrealized -1.9%
GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 0.0%
Value ($000) $7 Shares 258 Est. Cost $30.30 Unrealized
ASB ASSOCIATED BANC CORP COM 0.0%
Value ($000) $6 Shares 376 Est. Cost $17.44 Unrealized -8.4%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $6 Shares 212 Est. Cost $32.30 Unrealized -14.3%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $6 Shares 113 Est. Cost $133.45 Unrealized -52.3%
AZTA AZENTA INC COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $74.74 Unrealized -32.8%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $6 Shares 186 Est. Cost $32.62 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $6 Shares 91 Est. Cost $65.22 Unrealized
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 0.0%
Value ($000) $6 Shares 252 Est. Cost $23.19 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $52.79 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $6 Shares 181 Est. Cost $31.48 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $5 Shares 98 Est. Cost $90.53 Unrealized -39.9%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $5 Shares 4 Est. Cost $871.74 Unrealized +45.9%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $5 Shares 325 Est. Cost $20.00 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $42.11 Unrealized +32.9%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $432.80 Unrealized -2.6%
AVSC AVANTIS U.S SMALL CAP EQUITY ETF 0.0%
Value ($000) $4 Shares 98 Est. Cost $44.27 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $4 Shares 457 Est. Cost $10.57 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $4 Shares 39 Est. Cost $105.97 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $4 Shares 91 Est. Cost $90.50 Unrealized -43.9%
LQD Ishares Iboxx Inv Gr 0.0%
Value ($000) $4 Shares 40 Est. Cost $110.00 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $184.01 Unrealized +9.5%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $4 Shares 92 Est. Cost $34.96 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $4 Shares 109 Est. Cost $33.05 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $4 Shares 176 Est. Cost $21.04 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $23.49 Unrealized +27.2%
F FORD MTR CO DEL COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.11 Unrealized +9.8%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $55.62 Unrealized +45.4%
MASI MASIMO CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $133.79 Unrealized -13.0%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $45.44 Unrealized +1.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.81 Unrealized -7.7%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $38.12 Unrealized +9.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.09 Unrealized -9.7%
META META PLATFORMS INC CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $299.21 Unrealized 0.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 175 Est. Cost $8.00 Unrealized
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $1 Shares 44 Est. Cost $68.18 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.17 Unrealized +18.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $39.95 Unrealized +1.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.48 Unrealized +60.9%
DUBUQUE CAPITAL, INC 0.0%
Value ($000) $1 Shares 100,000 Est. Cost $0.01 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $79.23 Unrealized -45.3%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.16 Unrealized +31.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $33.94 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.21 Unrealized -3.1%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $15.36 Unrealized +10.8%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $28.73 Unrealized -21.1%
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
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 20 Est. Cost $11.64 Unrealized +27.4%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $41.07 Unrealized -20.7%
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
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
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.31 Unrealized -30.1%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.06 Unrealized -1.4%
CDXS CODEXIS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.54 Unrealized -81.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.00 Unrealized
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 +50.8%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $87.47 Unrealized +36.4%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $54.69 Unrealized +3.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.28 Unrealized -8.6%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.68 Unrealized -31.6%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.03 Unrealized -58.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.94 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ENERGOUS CORP COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $1.60 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.40 Unrealized