VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 31, 2025

Total Value ($000): $1,337,996 (100.0% shares, 0.0% debt)

Holdings (400)

AVGO BROADCOM INC COM 4.0%
Value ($000) $53,407 Shares 230,360 Est. Cost $143.99 Unrealized +27.0%
AAPL APPLE INC COM 3.8%
Value ($000) $51,024 Shares 203,754 Est. Cost $86.38 Unrealized +171.5%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.5%
Value ($000) $46,464 Shares 449,798 Est. Cost $70.11 Unrealized
MSFT MICROSOFT CORP COM 2.4%
Value ($000) $31,927 Shares 75,746 Est. Cost $41.05 Unrealized +928.8%
JBL JABIL INC COM 2.0%
Value ($000) $27,011 Shares 187,708 Est. Cost $57.63 Unrealized +127.1%
ORCL ORACLE CORP COM 2.0%
Value ($000) $26,807 Shares 160,869 Est. Cost $29.44 Unrealized +497.4%
GOOGL ALPHABET INC CAP STK CL A 2.0%
Value ($000) $26,793 Shares 141,537 Est. Cost $109.04 Unrealized +59.7%
TPR TAPESTRY INC COM 2.0%
Value ($000) $26,455 Shares 404,939 Est. Cost $23.25 Unrealized +130.1%
MS MORGAN STANLEY COM NEW 2.0%
Value ($000) $26,272 Shares 208,973 Est. Cost $54.86 Unrealized +117.8%
CSCO CISCO SYS INC COM 1.8%
Value ($000) $24,719 Shares 417,549 Est. Cost $20.83 Unrealized +165.8%
MET METLIFE INC COM 1.8%
Value ($000) $23,953 Shares 292,535 Est. Cost $48.59 Unrealized +66.0%
HUBB HUBBELL INC COM 1.8%
Value ($000) $23,539 Shares 56,193 Est. Cost $113.78 Unrealized +286.4%
PGR PROGRESSIVE CORP COM 1.8%
Value ($000) $23,437 Shares 97,814 Est. Cost $55.57 Unrealized +317.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.7%
Value ($000) $23,114 Shares 131,904 Est. Cost $177.97 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 1.7%
Value ($000) $22,223 Shares 575,122 Est. Cost $34.14 Unrealized
TMUS T-MOBILE US INC COM 1.6%
Value ($000) $22,036 Shares 99,834 Est. Cost $62.68 Unrealized +256.4%
PYPL PAYPAL HLDGS INC COM 1.6%
Value ($000) $21,180 Shares 248,151 Est. Cost $64.95 Unrealized +29.1%
DOX AMDOCS LTD SHS 1.6%
Value ($000) $21,121 Shares 248,078 Est. Cost $83.49 Unrealized +2.0%
COR CENCORA INC COM 1.6%
Value ($000) $21,093 Shares 93,880 Est. Cost $46.51 Unrealized +401.2%
AMGN AMGEN INC COM 1.6%
Value ($000) $21,009 Shares 80,604 Est. Cost $132.18 Unrealized +116.4%
VZ VERIZON COMMUNICATIONS INC COM 1.6%
Value ($000) $20,997 Shares 525,068 Est. Cost $31.79 Unrealized +23.9%
AIZ ASSURANT INC COM 1.6%
Value ($000) $20,920 Shares 98,116 Est. Cost $85.80 Unrealized +138.2%
RNG RINGCENTRAL INC CL A 1.6%
Value ($000) $20,792 Shares 593,884 Est. Cost $35.93 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 1.5%
Value ($000) $20,346 Shares 50,524 Est. Cost $195.24 Unrealized +137.4%
DRI DARDEN RESTAURANTS INC COM 1.5%
Value ($000) $20,281 Shares 108,636 Est. Cost $123.09 Unrealized +32.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.5%
Value ($000) $20,254 Shares 57,575 Est. Cost $68.16 Unrealized +420.5%
ROST ROSS STORES INC COM 1.5%
Value ($000) $20,157 Shares 133,255 Est. Cost $42.33 Unrealized +242.9%
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $19,704 Shares 136,039 Est. Cost $76.77 Unrealized +89.5%
NFG NATIONAL FUEL GAS CO COM 1.5%
Value ($000) $19,623 Shares 323,389 Est. Cost $43.02 Unrealized +42.4%
HON HONEYWELL INTL INC COM 1.4%
Value ($000) $19,232 Shares 85,140 Est. Cost $61.44 Unrealized +231.4%
VTV VANGUARD VALUE ETF 1.4%
Value ($000) $19,171 Shares 113,235 Est. Cost $139.62 Unrealized
STWD STARWOOD PPTY TR INC COM 1.4%
Value ($000) $18,697 Shares 986,653 Est. Cost $20.69 Unrealized
BJ BJS WHSL CLUB HLDGS INC 1.4%
Value ($000) $18,237 Shares 204,108 Est. Cost $71.57 Unrealized +26.3%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 1.4%
Value ($000) $18,215 Shares 240,366 Est. Cost $56.94 Unrealized +31.4%
CACI CACI INTL INC CL A 1.4%
Value ($000) $18,195 Shares 45,031 Est. Cost $230.95 Unrealized +111.0%
DELL DELL TECHNOLOGIES INC CL C 1.3%
Value ($000) $16,782 Shares 145,627 Est. Cost $42.76 Unrealized +188.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.2%
Value ($000) $15,961 Shares 316,865 Est. Cost $50.29 Unrealized
MGY MAGNOLIA OIL & GAS CORP CL A 1.2%
Value ($000) $15,946 Shares 682,024 Est. Cost $24.39 Unrealized +6.5%
CI THE CIGNA GROUP COM 1.2%
Value ($000) $15,721 Shares 56,933 Est. Cost $194.39 Unrealized +60.2%
CAG CONAGRA BRANDS INC COM 1.2%
Value ($000) $15,667 Shares 564,586 Est. Cost $30.94 Unrealized -14.5%
ELV ELEVANCE HEALTH INC COM 1.1%
Value ($000) $14,885 Shares 40,349 Est. Cost $144.65 Unrealized +182.9%
PFE PFIZER INC COM 1.1%
Value ($000) $14,313 Shares 539,494 Est. Cost $26.62 Unrealized -5.6%
KBWB INVESCO KBW BANK ETF 1.0%
Value ($000) $13,838 Shares 211,758 Est. Cost $55.74 Unrealized
LRGG MACQUARIE FOCUSED LARGE GROWTH ETF 1.0%
Value ($000) $13,394 Shares 486,338 Est. Cost $26.66 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 1.0%
Value ($000) $12,966 Shares 504,692 Est. Cost $32.45 Unrealized -17.5%
NEM NEWMONT CORP COM 0.9%
Value ($000) $12,410 Shares 333,414 Est. Cost $45.24 Unrealized -1.3%
TGT TARGET CORP COM 0.9%
Value ($000) $12,301 Shares 90,994 Est. Cost $161.63 Unrealized -15.4%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.8%
Value ($000) $10,655 Shares 92,872 Est. Cost $91.37 Unrealized
IPAC ISHARES CORE MSCI PACIFIC ETF 0.7%
Value ($000) $9,260 Shares 151,563 Est. Cost $59.16 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.6%
Value ($000) $7,525 Shares 56,851 Est. Cost $141.56 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.5%
Value ($000) $7,216 Shares 165,054 Est. Cost $41.51 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $5,490 Shares 22,902 Est. Cost $66.16 Unrealized +244.6%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $5,086 Shares 23,184 Est. Cost $149.96 Unrealized +36.4%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.4%
Value ($000) $4,865 Shares 48,594 Est. Cost $129.55 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $4,692 Shares 21,346 Est. Cost $101.82 Unrealized +112.4%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $4,645 Shares 30,238 Est. Cost $91.58 Unrealized +74.2%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $4,635 Shares 45,648 Est. Cost $78.47 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.3%
Value ($000) $4,596 Shares 38,585 Est. Cost $76.34 Unrealized
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $4,545 Shares 165,862 Est. Cost $10.80 Unrealized +130.3%
ABBV ABBVIE INC COM 0.3%
Value ($000) $4,488 Shares 25,258 Est. Cost $54.10 Unrealized +227.9%
NTAP NETAPP INC COM 0.3%
Value ($000) $4,480 Shares 38,592 Est. Cost $43.30 Unrealized +175.1%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $4,469 Shares 12,320 Est. Cost $193.69 Unrealized +97.1%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $4,380 Shares 40,721 Est. Cost $109.18 Unrealized +2.9%
STT STATE STR CORP COM 0.3%
Value ($000) $4,377 Shares 44,594 Est. Cost $60.70 Unrealized +50.3%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $4,309 Shares 90,083 Est. Cost $36.03 Unrealized +29.4%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $4,159 Shares 45,578 Est. Cost $87.47 Unrealized +7.4%
HD HOME DEPOT INC COM 0.3%
Value ($000) $4,145 Shares 10,655 Est. Cost $159.80 Unrealized +148.6%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $4,143 Shares 31,359 Est. Cost $99.15 Unrealized
T AT&T INC COM 0.3%
Value ($000) $4,121 Shares 180,967 Est. Cost $14.92 Unrealized +44.2%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $4,107 Shares 24,497 Est. Cost $82.83 Unrealized +100.1%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $4,069 Shares 16,894 Est. Cost $117.36 Unrealized +108.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.3%
Value ($000) $4,037 Shares 47,777 Est. Cost $38.88 Unrealized +119.4%
MRK MERCK & CO INC COM 0.3%
Value ($000) $3,903 Shares 39,234 Est. Cost $50.75 Unrealized +94.5%
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value ($000) $3,781 Shares 41,000 Est. Cost $78.42 Unrealized +18.7%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $3,770 Shares 6,433 Est. Cost $326.52 Unrealized
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $3,739 Shares 40,482 Est. Cost $55.80 Unrealized +55.9%
VOT VANGUARD MID-CAP GROWTH ETF 0.3%
Value ($000) $3,696 Shares 14,564 Est. Cost $183.14 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.3%
Value ($000) $3,668 Shares 84,088 Est. Cost $39.76 Unrealized +10.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $3,559 Shares 62,931 Est. Cost $49.17 Unrealized +6.9%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $3,556 Shares 26,477 Est. Cost $102.76 Unrealized +34.1%
KO COCA COLA CO COM 0.3%
Value ($000) $3,555 Shares 57,105 Est. Cost $55.60 Unrealized +13.5%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $3,518 Shares 12,134 Est. Cost $178.77 Unrealized +62.3%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $3,506 Shares 13,306 Est. Cost $150.26 Unrealized +87.6%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $3,489 Shares 7,179 Est. Cost $302.50 Unrealized +74.3%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $3,423 Shares 23,670 Est. Cost $77.81 Unrealized +92.3%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $3,408 Shares 53,437 Est. Cost $50.14 Unrealized +27.8%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $3,404 Shares 28,717 Est. Cost $63.24 Unrealized +84.5%
VICI VICI PPTYS INC COM 0.2%
Value ($000) $3,326 Shares 113,870 Est. Cost $23.98 Unrealized +23.0%
PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF 0.2%
Value ($000) $3,323 Shares 45,794 Est. Cost $62.50 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $3,307 Shares 88,128 Est. Cost $36.48 Unrealized +9.6%
O REALTY INCOME CORP COM 0.2%
Value ($000) $3,297 Shares 61,727 Est. Cost $54.46 Unrealized +0.1%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $3,284 Shares 17,514 Est. Cost $151.85 Unrealized +27.2%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.2%
Value ($000) $3,147 Shares 40,844 Est. Cost $72.21 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $3,140 Shares 5,335 Est. Cost $345.89 Unrealized
HPQ HP INC COM 0.2%
Value ($000) $3,122 Shares 95,688 Est. Cost $17.68 Unrealized +93.4%
SON SONOCO PRODS CO COM 0.2%
Value ($000) $3,043 Shares 62,285 Est. Cost $50.51 Unrealized -3.0%
PEP PEPSICO INC COM 0.2%
Value ($000) $2,916 Shares 19,178 Est. Cost $88.26 Unrealized +77.4%
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $2,869 Shares 38,410 Est. Cost $71.21 Unrealized +15.7%
JTEK JPMORGAN U.S. TECH LEADERS ETF 0.2%
Value ($000) $2,855 Shares 37,733 Est. Cost $71.30 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.2%
Value ($000) $2,754 Shares 37,078 Est. Cost $61.11 Unrealized +23.8%
HACK AMPLIFY CYBERSECURITY ETF 0.2%
Value ($000) $2,745 Shares 36,856 Est. Cost $68.28 Unrealized
EOG EOG RES INC COM 0.2%
Value ($000) $2,744 Shares 22,384 Est. Cost $108.48 Unrealized +13.7%
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $2,736 Shares 16,911 Est. Cost $118.87 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $2,446 Shares 49,874 Est. Cost $48.54 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $2,251 Shares 17,851 Est. Cost $101.90 Unrealized +20.1%
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $2,213 Shares 28,642 Est. Cost $75.54 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $2,126 Shares 84,873 Est. Cost $24.66 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $2,097 Shares 9,732 Est. Cost $315.89 Unrealized
LLY ELI LILLY & CO COM 0.2%
Value ($000) $2,027 Shares 2,626 Est. Cost $564.00 Unrealized +45.6%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.1%
Value ($000) $2,006 Shares 17,417 Est. Cost $72.39 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,957 Shares 6,989 Est. Cost $223.33 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value ($000) $1,946 Shares 80,850 Est. Cost $23.74 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value ($000) $1,759 Shares 73,407 Est. Cost $23.74 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $1,689 Shares 15,284 Est. Cost $102.84 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $1,673 Shares 23,802 Est. Cost $62.42 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $1,586 Shares 5,017 Est. Cost $259.60 Unrealized +14.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,476 Shares 18,924 Est. Cost $76.28 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $1,451 Shares 24,875 Est. Cost $50.58 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $1,422 Shares 23,576 Est. Cost $59.14 Unrealized +1.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,406 Shares 31,926 Est. Cost $42.99 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $1,281 Shares 2,060 Est. Cost $199.41 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $1,275 Shares 46,651 Est. Cost $43.63 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $1,263 Shares 2,602 Est. Cost $505.16 Unrealized +3.5%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $1,262 Shares 28,116 Est. Cost $43.93 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $1,218 Shares 48,920 Est. Cost $24.63 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,204 Shares 5,176 Est. Cost $131.70 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,080 Shares 1,178 Est. Cost $356.21 Unrealized +159.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,042 Shares 1,935 Est. Cost $413.53 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $1,019 Shares 2,292 Est. Cost $510.02 Unrealized -2.9%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $983 Shares 11,263 Est. Cost $81.98 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $911 Shares 2,268 Est. Cost $191.03 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.1%
Value ($000) $850 Shares 31,827 Est. Cost $25.00 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $849 Shares 46,978 Est. Cost $17.44 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.1%
Value ($000) $798 Shares 31,352 Est. Cost $24.70 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $783 Shares 1,338 Est. Cost $468.83 Unrealized +24.7%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $779 Shares 4,088 Est. Cost $108.22 Unrealized +62.3%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $766 Shares 4,212 Est. Cost $179.45 Unrealized +5.3%
LPLA LPL FINL HLDGS INC COM 0.1%
Value ($000) $757 Shares 2,319 Est. Cost $225.27 Unrealized +31.3%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $727 Shares 1,422 Est. Cost $345.58 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.1%
Value ($000) $705 Shares 30,925 Est. Cost $22.77 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $700 Shares 22,252 Est. Cost $30.40 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $662 Shares 624 Est. Cost $155.04 Unrealized +30.7%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $657 Shares 330 Est. Cost $567.54 Unrealized +276.4%
NFLX NETFLIX INC COM 0.0%
Value ($000) $657 Shares 737 Est. Cost $67.67 Unrealized +21.6%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $638 Shares 10,966 Est. Cost $58.00 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $633 Shares 6,702 Est. Cost $61.46 Unrealized +44.7%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $626 Shares 528 Est. Cost $53.09 Unrealized +51.9%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $608 Shares 3,681 Est. Cost $156.00 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $593 Shares 7,384 Est. Cost $79.95 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $585 Shares 5,389 Est. Cost $99.45 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $579 Shares 1,145 Est. Cost $280.28 Unrealized +97.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $561 Shares 4,644 Est. Cost $91.24 Unrealized +29.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $543 Shares 3,950 Est. Cost $145.43 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $539 Shares 1,458 Est. Cost $385.05 Unrealized +2.2%
MSCI MSCI INC COM 0.0%
Value ($000) $517 Shares 862 Est. Cost $537.51 Unrealized +10.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $515 Shares 1,515 Est. Cost $277.44 Unrealized +33.2%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $510 Shares 56,312 Est. Cost $10.30 Unrealized -5.8%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $505 Shares 802 Est. Cost $431.92 Unrealized +54.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $496 Shares 1,695 Est. Cost $191.12 Unrealized +50.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $494 Shares 3,039 Est. Cost $117.10 Unrealized +53.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $488 Shares 3,790 Est. Cost $96.40 Unrealized +56.2%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $455 Shares 1,515 Est. Cost $278.78 Unrealized +24.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $452 Shares 9,346 Est. Cost $23.97 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $447 Shares 17,715 Est. Cost $25.28 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $399 Shares 1,777 Est. Cost $127.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $381 Shares 841 Est. Cost $258.44 Unrealized +78.7%
HSY HERSHEY CO COM 0.0%
Value ($000) $376 Shares 2,219 Est. Cost $170.02 Unrealized +1.7%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $374 Shares 861 Est. Cost $449.15 Unrealized -13.7%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $369 Shares 15,243 Est. Cost $22.19 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $344 Shares 13,775 Est. Cost $24.53 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $341 Shares 3,774 Est. Cost $46.51 Unrealized +84.5%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $322 Shares 2,785 Est. Cost $118.71 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $315 Shares 1,810 Est. Cost $168.31 Unrealized +13.4%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $290 Shares 2,993 Est. Cost $52.19 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $270 Shares 2,052 Est. Cost $98.31 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $236 Shares 454 Est. Cost $489.10 Unrealized +11.9%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $229 Shares 2,150 Est. Cost $42.70 Unrealized +127.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $201 Shares 2,350 Est. Cost $54.33 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $172 Shares 901 Est. Cost $139.67 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $153 Shares 2,411 Est. Cost $63.47 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $141 Shares 7,050 Est. Cost $27.88 Unrealized -19.1%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $139 Shares 28 Est. Cost $2159.63 Unrealized +120.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $129 Shares 1,643 Est. Cost $73.59 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $128 Shares 1,133 Est. Cost $84.17 Unrealized +34.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $128 Shares 1,319 Est. Cost $94.08 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $123 Shares 756 Est. Cost $129.28 Unrealized +36.4%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $120 Shares 293 Est. Cost $246.75 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $119 Shares 1,652 Est. Cost $75.29 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $103 Shares 425 Est. Cost $205.67 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $101 Shares 304 Est. Cost $66.61 Unrealized +421.1%
BA BOEING CO COM 0.0%
Value ($000) $97 Shares 546 Est. Cost $154.45 Unrealized +1.6%
SRE SEMPRA COM 0.0%
Value ($000) $95 Shares 1,084 Est. Cost $69.01 Unrealized +22.2%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $90 Shares 785 Est. Cost $114.52 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $86 Shares 819 Est. Cost $104.62 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $76 Shares 909 Est. Cost $72.95 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $75 Shares 1,583 Est. Cost $47.35 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $75 Shares 1,639 Est. Cost $38.18 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $74 Shares 300 Est. Cost $230.10 Unrealized +10.3%
MMM 3M CO COM 0.0%
Value ($000) $74 Shares 572 Est. Cost $113.96 Unrealized +12.6%
RTH VANECK RETAIL ETF 0.0%
Value ($000) $72 Shares 319 Est. Cost $224.21 Unrealized
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $66 Shares 4,299 Est. Cost $14.65 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 835 Est. Cost $69.17 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $60 Shares 1,769 Est. Cost $35.32 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $60 Shares 114 Est. Cost $434.51 Unrealized +18.5%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $59 Shares 900 Est. Cost $108.60 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $58 Shares 320 Est. Cost $185.30 Unrealized +12.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $56 Shares 383 Est. Cost $145.35 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $55 Shares 283 Est. Cost $120.01 Unrealized +58.2%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $53 Shares 407 Est. Cost $117.65 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $53 Shares 694 Est. Cost $76.03 Unrealized +0.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $51 Shares 2,262 Est. Cost $49.07 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 1,508 Est. Cost $40.88 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $49 Shares 750 Est. Cost $66.67 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $48 Shares 391 Est. Cost $48.60 Unrealized +144.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $48 Shares 245 Est. Cost $151.77 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $44 Shares 514 Est. Cost $123.70 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $43 Shares 350 Est. Cost $79.93 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $41 Shares 2,407 Est. Cost $17.01 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $41 Shares 143 Est. Cost $160.18 Unrealized +79.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $40 Shares 400 Est. Cost $89.16 Unrealized +14.7%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $39 Shares 751 Est. Cost $50.52 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $39 Shares 201 Est. Cost $167.39 Unrealized +13.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $38 Shares 733 Est. Cost $39.32 Unrealized +24.1%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $37 Shares 180 Est. Cost $250.12 Unrealized -11.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $37 Shares 168 Est. Cost $159.61 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $37 Shares 87 Est. Cost $338.02 Unrealized +22.5%
CALAMOS DYNAMIC CONV & INCOME COM 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $21.74 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $36 Shares 325 Est. Cost $104.89 Unrealized -1.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $35 Shares 400 Est. Cost $100.60 Unrealized -13.8%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $34 Shares 600 Est. Cost $42.72 Unrealized +55.3%
RACE FERRARI N V COM 0.0%
Value ($000) $34 Shares 80 Est. Cost $415.71 Unrealized +8.5%
LEN LENNAR CORP CL A 0.0%
Value ($000) $34 Shares 250 Est. Cost $148.55 Unrealized +7.5%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $33 Shares 47 Est. Cost $1106.73 Unrealized -24.6%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $33 Shares 460 Est. Cost $67.61 Unrealized +11.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $32 Shares 253 Est. Cost $123.66 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $32 Shares 110 Est. Cost $188.24 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $32 Shares 503 Est. Cost $65.98 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $31 Shares 400 Est. Cost $72.12 Unrealized +2.5%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $31 Shares 48 Est. Cost $527.65 Unrealized +24.2%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $30 Shares 158 Est. Cost $191.31 Unrealized
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 1,166 Est. Cost $24.93 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $28 Shares 1,326 Est. Cost $21.41 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $28 Shares 100 Est. Cost $179.18 Unrealized +51.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $28 Shares 457 Est. Cost $60.27 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $27 Shares 1,274 Est. Cost $18.38 Unrealized +11.2%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $27 Shares 386 Est. Cost $55.73 Unrealized +19.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $27 Shares 223 Est. Cost $106.50 Unrealized +13.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $26 Shares 600 Est. Cost $39.58 Unrealized +6.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $26 Shares 105 Est. Cost $136.80 Unrealized +91.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $25 Shares 904 Est. Cost $35.33 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $24 Shares 750 Est. Cost $33.18 Unrealized +1.5%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $24 Shares 232 Est. Cost $111.86 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $20.00 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $23 Shares 446 Est. Cost $49.24 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $23 Shares 242 Est. Cost $90.32 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $22 Shares 1,959 Est. Cost $11.38 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $22 Shares 100 Est. Cost $227.83 Unrealized +1.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $22 Shares 118 Est. Cost $171.97 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $34.07 Unrealized +130.1%
FTDR FRONTDOOR INC COM 0.0%
Value ($000) $21 Shares 392 Est. Cost $43.38 Unrealized +25.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $20 Shares 175 Est. Cost $100.06 Unrealized +22.0%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $20 Shares 262 Est. Cost $79.42 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $19 Shares 550 Est. Cost $41.80 Unrealized -9.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $18 Shares 364 Est. Cost $49.99 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $18 Shares 657 Est. Cost $39.88 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $18 Shares 91 Est. Cost $153.06 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $18 Shares 1,677 Est. Cost $14.53 Unrealized -36.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $17 Shares 259 Est. Cost $70.54 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $17 Shares 80 Est. Cost $200.17 Unrealized +8.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $17 Shares 157 Est. Cost $106.77 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $16 Shares 328 Est. Cost $49.76 Unrealized
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $16 Shares 235 Est. Cost $67.57 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $15 Shares 85 Est. Cost $139.87 Unrealized +22.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $14 Shares 165 Est. Cost $64.60 Unrealized +27.0%
CME CME GROUP INC COM 0.0%
Value ($000) $14 Shares 60 Est. Cost $194.99 Unrealized +12.7%
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $14 Shares 271 Est. Cost $49.62 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $13 Shares 220 Est. Cost $55.96 Unrealized +8.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $12 Shares 177 Est. Cost $59.26 Unrealized +10.3%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $12 Shares 150 Est. Cost $98.49 Unrealized -10.6%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $12 Shares 52 Est. Cost $153.09 Unrealized +43.6%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $12 Shares 208 Est. Cost $50.36 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $12 Shares 256 Est. Cost $47.69 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $11 Shares 450 Est. Cost $25.35 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $11 Shares 87 Est. Cost $91.95 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $11 Shares 66 Est. Cost $138.22 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $11 Shares 131 Est. Cost $84.85 Unrealized +6.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $11 Shares 80 Est. Cost $108.39 Unrealized +22.0%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $11 Shares 500 Est. Cost $32.86 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $10 Shares 340 Est. Cost $33.24 Unrealized -7.8%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $9 Shares 142 Est. Cost $66.73 Unrealized +4.9%
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $9 Shares 172 Est. Cost $53.43 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $9 Shares 30 Est. Cost $85.61 Unrealized +231.2%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 218 Est. Cost $40.55 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $9 Shares 220 Est. Cost $43.08 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $101.25 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $8 Shares 136 Est. Cost $42.88 Unrealized +36.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $8 Shares 54 Est. Cost $151.68 Unrealized +3.0%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $8 Shares 212 Est. Cost $32.30 Unrealized +21.6%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $8 Shares 141 Est. Cost $64.62 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $8 Shares 84 Est. Cost $72.21 Unrealized +28.9%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 90 Est. Cost $87.17 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $8 Shares 893 Est. Cost $9.60 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $7 Shares 130 Est. Cost $38.08 Unrealized +34.8%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $7 Shares 4 Est. Cost $871.74 Unrealized +123.4%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $7 Shares 392 Est. Cost $17.37 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $6 Shares 24 Est. Cost $200.00 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $6 Shares 291 Est. Cost $16.74 Unrealized +21.7%
PATTERSON COS INC COM 0.0%
Value ($000) $6 Shares 202 Est. Cost $21.84 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $6 Shares 65 Est. Cost $90.87 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $6 Shares 145 Est. Cost $31.66 Unrealized +24.5%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $6 Shares 140 Est. Cost $34.31 Unrealized +25.1%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $112.57 Unrealized +26.2%
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $6 Shares 699 Est. Cost $7.58 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $5 Shares 120 Est. Cost $32.80 Unrealized +29.4%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $5 Shares 56 Est. Cost $76.17 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 90 Est. Cost $64.96 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $5 Shares 94 Est. Cost $62.02 Unrealized -20.6%
MASI MASIMO CORP COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $133.79 Unrealized +18.0%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $184.01 Unrealized +19.5%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $4 Shares 67 Est. Cost $73.30 Unrealized -14.9%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 173 Est. Cost $23.45 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $42.11 Unrealized +12.6%
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $4 Shares 82 Est. Cost $119.82 Unrealized -64.2%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $18.06 Unrealized +30.3%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $4 Shares 30 Est. Cost $55.62 Unrealized +122.4%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $4 Shares 36 Est. Cost $115.03 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $4 Shares 41 Est. Cost $71.37 Unrealized +20.1%
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $3 Shares 102 Est. Cost $24.26 Unrealized +24.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $23.49 Unrealized +44.1%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $91.35 Unrealized +3.9%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $3 Shares 81 Est. Cost $38.98 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $51.74 Unrealized +33.3%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $3 Shares 205 Est. Cost $12.81 Unrealized +8.3%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $26.95 Unrealized +58.9%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.75 Unrealized +21.7%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $51.97 Unrealized +6.7%
F FORD MTR CO COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $10.60 Unrealized -6.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.81 Unrealized +4.7%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $336.34 Unrealized +7.5%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $46.04 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $65.96 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $2 Shares 109 Est. Cost $19.91 Unrealized +5.9%
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $97.20 Unrealized +110.0%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.74 Unrealized -9.9%
HANESBRANDS INC COM 0.0%
Value ($000) $2 Shares 221 Est. Cost $7.35 Unrealized
PSO PEARSON PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 108 Est. Cost $13.57 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $2 Shares 193 Est. Cost $9.44 Unrealized -3.2%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $45.44 Unrealized -5.5%
EBAY EBAY INC. COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $56.29 Unrealized +10.8%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $2 Shares 175 Est. Cost $8.00 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $167.93 Unrealized +5.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.36 Unrealized +5.6%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.09 Unrealized -12.6%
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $2 Shares 44 Est. Cost $68.18 Unrealized
SUNRISE COMMUNICATIONS AG ADS CL A 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.09 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $35.72 Unrealized -7.8%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $49.90 Unrealized +11.5%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 54 Est. Cost $38.69 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $227.63 Unrealized -1.1%
MD PEDIATRIX MEDICAL GROUP INC COM 0.0%
Value ($000) $1 Shares 95 Est. Cost $9.43 Unrealized +46.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.48 Unrealized +113.2%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $39.30 Unrealized -1.2%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $1 Shares 21 Est. Cost $43.84 Unrealized +12.7%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $61.53 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $54.67 Unrealized +4.4%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $41.86 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $1 Shares 85 Est. Cost $17.91 Unrealized -32.7%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.56 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $79.23 Unrealized -57.7%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 20 Est. Cost $11.64 Unrealized +150.1%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $191.56 Unrealized +62.8%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $93.72 Unrealized -4.1%
SCWORX CORP COM NEW 0.0%
Value ($000) $1 Shares 2,632 Est. Cost $0.20 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 36 Est. Cost $14.22 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $32.21 Unrealized -42.2%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $44.94 Unrealized +8.7%
CDXS CODEXIS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.54 Unrealized -67.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.75 Unrealized +1.3%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.06 Unrealized +48.4%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.55 Unrealized +3.8%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.31 Unrealized -20.8%
WU WESTERN UN CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.93 Unrealized
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $16.22 Unrealized +0.2%
XTNT XTANT MED HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 298 Est. Cost $0.48 Unrealized 0.0%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $19.50 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.99 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.86 Unrealized +13.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.62 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $10.81 Unrealized +7.6%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.83 Unrealized +4.5%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.71 Unrealized -20.1%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.40 Unrealized +7.0%
PRTA PROTHENA CORP PLC SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $21.50 Unrealized -26.6%
CRI CARTERS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.13 Unrealized -15.4%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $87.47 Unrealized +9.3%
EUDG WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.69 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.67 Unrealized +13.7%
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.20 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.00 Unrealized